Abich Wealth Management 13F annual report
Abich Wealth Management is an investment fund managing more than $136 billion ran by Michael James. There are currently 684 companies in Mr. James’s portfolio. The largest investments include Spdr Ser Tr and Vanguard Intl Equity Index F, together worth $90.8 billion.
Limited to 30 biggest holdings
$136 billion Assets Under Management (AUM)
As of 7th August 2024, Abich Wealth Management’s top holding is 1,038,750 shares of Spdr Ser Tr currently worth over $80.3 billion and making up 59.0% of the portfolio value.
In addition, the fund holds 157,711 shares of Vanguard Intl Equity Index F worth $10.5 billion.
The third-largest holding is Spdr Index Shs Fds worth $6.03 billion and the next is Vanguard Index Fds worth $9.74 billion, with 39,934 shares owned.
Currently, Abich Wealth Management's portfolio is worth at least $136 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Abich Wealth Management
The Abich Wealth Management office and employees reside in Ashburn, Virginia. According to the last 13-F report filed with the SEC, Michael James serves as the Compliance Consultant at Abich Wealth Management.
Recent trades
In the most recent 13F filing, Abich Wealth Management revealed that it had opened a new position in
Tetra Tech and bought 1,758 shares worth $359 million.
This means they effectively own approximately 0.1% of the company.
Tetra Tech makes up
15.3%
of the fund's Industrials sector allocation and has grown its share price by 33.3% in the past year.
The investment fund also strengthened its position in Spdr Ser Tr by buying
384,530 additional shares.
This makes their stake in Spdr Ser Tr total 1,038,750 shares worth $80.3 billion.
On the other hand, there are companies that Abich Wealth Management is getting rid of from its portfolio.
Abich Wealth Management closed its position in Pioneer Nat Res Co on 14th August 2024.
It sold the previously owned 551 shares for $145 million.
Michael James also disclosed a decreased stake in Vanguard Intl Equity Index F by 0.4%.
This leaves the value of the investment at $10.5 billion and 157,711 shares.
One of the smallest hedge funds
The two most similar investment funds to Abich Wealth Management are Seven Mile Advisory and Olympiad Research L.P.. They manage $136 billion and $136 billion respectively.
Michael James investment strategy
Abich Wealth Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 1.9% of
the total portfolio value.
The fund focuses on investments in the United States as
52.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
31% of the total holdings value.
On the other hand, small-cap stocks make up only 1.6% of the portfolio.
The average market cap of the portfolio companies is close to $56.1 billion.
The complete list of Abich Wealth Management trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr Ser Tr |
58.78%
1,038,750
|
$80,291,997,000 | 59.05% |
| Vanguard Intl Equity Index F |
39.53%
157,711
|
$10,520,454,000 | 7.74% |
| Spdr Index Shs Fds |
38.77%
159,564
|
$6,032,116,000 | 4.44% |
| Vanguard Index Fds |
48.53%
39,934
|
$9,736,175,000 | 7.16% |
| Franklin Templeton Etf Tr |
22.72%
150,345
|
$4,323,922,000 | 3.18% |
| Apple Inc |
4.01%
3,349
|
$705,420,000 | 0.52% |
| Microsoft Corporation |
5.41%
1,578
|
$705,292,000 | 0.52% |
| Ishares Tr |
39.68%
20,530
|
$1,969,685,000 | 1.45% |
| Spdr Sp 500 Etf Tr |
33.00%
927
|
$504,492,000 | 0.37% |
| Chevron Corp. |
92.93%
2,730
|
$426,999,000 | 0.31% |
| Caci International Inc. |
6.75%
980
|
$421,527,000 | 0.31% |
| Exxon Mobil Corp. |
51.74%
3,273
|
$376,800,000 | 0.28% |
| Tetra Tech, Inc. |
Opened
1,758
|
$359,476,000 | 0.26% |
| Ishares Bitcoin Tr |
52.53%
10,236
|
$349,457,000 | 0.26% |
| RTX Corp |
482.86%
3,060
|
$307,193,000 | 0.23% |
| NVIDIA Corp |
1,079.40%
2,347
|
$289,984,000 | 0.21% |
| Honeywell International Inc |
No change
1,266
|
$270,342,000 | 0.20% |
| International Business Machs |
37.20%
1,527
|
$264,095,000 | 0.19% |
| Home Depot, Inc. |
483.33%
735
|
$252,880,000 | 0.19% |
| Johnson Johnson |
597.08%
1,673
|
$244,549,000 | 0.18% |
| Cisco Sys Inc |
1,153.71%
4,902
|
$232,872,000 | 0.17% |
| Meta Platforms Inc |
12.44%
461
|
$232,463,000 | 0.17% |
| Verizon Communications Inc |
41.33%
5,543
|
$228,603,000 | 0.17% |
| Att Inc |
27.48%
11,678
|
$223,162,000 | 0.16% |
| Conocophillips |
35.87%
1,947
|
$222,697,000 | 0.16% |
| Comcast Corp New |
185,533.33%
5,569
|
$218,083,000 | 0.16% |
| CVS Health Corp |
Opened
3,681
|
$217,400,000 | 0.16% |
| Walmart Inc |
1.79%
3,182
|
$215,469,000 | 0.16% |
| Lockheed Martin Corp. |
818.00%
459
|
$214,314,000 | 0.16% |
| Eog Res Inc |
34.92%
1,696
|
$213,475,000 | 0.16% |
| Abbvie Inc |
15,387.50%
1,239
|
$212,515,000 | 0.16% |
| Spdr Gold Tr |
21.23%
976
|
$209,850,000 | 0.15% |
| Altria Group Inc. |
25.09%
4,362
|
$198,710,000 | 0.15% |
| Gilead Sciences, Inc. |
29.47%
2,873
|
$197,129,000 | 0.14% |
| Boeing Co. |
No change
1,059
|
$192,749,000 | 0.14% |
| GE Aerospace |
Opened
1,206
|
$191,718,000 | 0.14% |
| United Parcel Service, Inc. |
36.40%
1,364
|
$186,663,000 | 0.14% |
| Target Corp |
2,420.00%
1,260
|
$186,531,000 | 0.14% |
| Pnc Finl Svcs Group Inc |
18.50%
1,198
|
$186,196,000 | 0.14% |
| Phillips 66 |
4,265.52%
1,266
|
$178,721,000 | 0.13% |
| Kimberly-Clark Corp. |
31.13%
1,289
|
$178,140,000 | 0.13% |
| Us Bancorp Del |
32.02%
4,449
|
$176,627,000 | 0.13% |
| Truist Finl Corp |
22.78%
4,543
|
$176,510,000 | 0.13% |
| MetLife, Inc. |
16,500.00%
2,490
|
$174,738,000 | 0.13% |
| Hewlett Packard Enterprise C |
638.03%
8,229
|
$174,208,000 | 0.13% |
| Public Storage Oper Co |
37.82%
594
|
$170,864,000 | 0.13% |
| Paccar Inc. |
23.45%
1,637
|
$168,513,000 | 0.12% |
| Eli Lilly Co |
0.54%
183
|
$165,685,000 | 0.12% |
| Vanguard Admiral Fds Inc |
Opened
939
|
$165,057,000 | 0.12% |
| Valero Energy Corp. |
1,773.21%
1,049
|
$164,442,000 | 0.12% |
| Simon Ppty Group Inc New |
13,262.50%
1,069
|
$162,274,000 | 0.12% |
| Prudential Finl Inc |
14.74%
1,362
|
$159,663,000 | 0.12% |
| Diamondback Energy Inc |
19,675.00%
791
|
$158,350,000 | 0.12% |
| HP Inc |
9.61%
4,506
|
$157,804,000 | 0.12% |
| Coterra Energy Inc |
50.35%
5,805
|
$154,819,000 | 0.11% |
| Sysco Corp. |
2,360.23%
2,165
|
$154,559,000 | 0.11% |
| M T Bk Corp |
27.47%
1,007
|
$152,419,000 | 0.11% |
| Devon Energy Corp. |
23.57%
3,209
|
$152,107,000 | 0.11% |
| Baker Hughes Company |
Opened
4,310
|
$151,582,000 | 0.11% |
| Dow Inc |
19.96%
2,819
|
$149,548,000 | 0.11% |
| Berkshire Hathaway Inc. |
83.00%
366
|
$148,889,000 | 0.11% |
| Lyondellbasell Industries N |
26.20%
1,556
|
$148,880,000 | 0.11% |
| Archer Daniels Midland Co. |
Opened
2,398
|
$144,959,000 | 0.11% |
| Pioneer Nat Res Co |
Closed
551
|
$144,638,000 | |
| Paychex Inc. |
Opened
1,209
|
$143,340,000 | 0.11% |
| Oneok Inc. |
Closed
1,768
|
$141,741,000 | |
| Invesco Actvely Mngd Etc Fd |
9.95%
9,903
|
$139,137,000 | 0.10% |
| Schwab Strategic Tr |
Closed
3,257
|
$264,043,000 | |
| State Str Corp |
28.79%
1,870
|
$138,380,000 | 0.10% |
| Price T Rowe Group Inc |
16.65%
1,198
|
$138,141,000 | 0.10% |
| Kraft Heinz Co |
Closed
3,687
|
$136,050,000 | |
| Kellanova Co |
25.24%
2,258
|
$130,241,000 | 0.10% |
| Marriott Intl Inc New |
0.56%
538
|
$130,047,000 | 0.10% |
| Skyworks Solutions, Inc. |
2,588.89%
1,210
|
$128,962,000 | 0.09% |
| Huntington Bancshares, Inc. |
20.15%
9,506
|
$125,296,000 | 0.09% |
| Regions Financial Corp. |
13.16%
6,044
|
$121,122,000 | 0.09% |
| Vici Pptys Inc |
Closed
4,061
|
$120,977,000 | |
| Omnicom Group, Inc. |
Opened
1,324
|
$118,807,000 | 0.09% |
| Cincinnati Finl Corp |
2,027.66%
1,000
|
$118,100,000 | 0.09% |
| Citizens Finl Group Inc |
11.45%
3,250
|
$117,097,000 | 0.09% |
| Equity Residential |
Closed
1,820
|
$114,860,000 | |
| Principal Financial Group In |
Opened
1,464
|
$114,850,000 | 0.08% |
| Darden Restaurants, Inc. |
Opened
750
|
$113,490,000 | 0.08% |
| Hormel Foods Corp. |
Closed
3,095
|
$107,985,000 | |
| Bunge Global SA |
Opened
1,005
|
$107,304,000 | 0.08% |
| Packaging Corp Amer |
14,275.00%
575
|
$104,972,000 | 0.08% |
| Fidelity National Financial Inc |
1,852.34%
2,089
|
$103,258,000 | 0.08% |
| J P Morgan Exchange Traded F |
Opened
2,181
|
$111,087,000 | 0.08% |
| KeyCorp |
31.20%
7,060
|
$100,322,000 | 0.07% |
| Ally Finl Inc |
12,535.00%
2,527
|
$100,246,000 | 0.07% |
| Host Hotels Resorts Inc |
20.19%
5,565
|
$100,058,000 | 0.07% |
| Avalonbay Cmntys Inc |
Closed
535
|
$99,275,000 | |
| Mcdonalds Corp |
2.69%
382
|
$97,349,000 | 0.07% |
| Cna Finl Corp |
17.26%
2,059
|
$94,858,000 | 0.07% |
| Lamar Advertising Co |
34.36%
782
|
$93,500,000 | 0.07% |
| Conagra Brands Inc |
Closed
3,122
|
$92,536,000 | |
| Franklin Resources, Inc. |
Closed
3,258
|
$91,582,000 | |
| Viatris Inc. |
Closed
7,625
|
$91,043,000 | |
| Sirius XM Holdings Inc |
Opened
31,284
|
$88,534,000 | 0.07% |
| Molson Coors Beverage Company |
Opened
1,738
|
$88,343,000 | 0.06% |
| American Finl Group Inc Ohio |
35.61%
716
|
$88,082,000 | 0.06% |
| Mid-amer Apt Cmntys Inc |
Closed
661
|
$86,974,000 | |
| Amcor Plc |
Closed
9,076
|
$86,313,000 | |
| International Paper Co. |
Closed
2,207
|
$86,117,000 | |
| Alliant Energy Corp. |
Closed
1,701
|
$85,730,000 | |
| Ishares Tr |
Opened
3,988
|
$386,687,000 | 0.28% |
| Juniper Networks Inc |
2,326.32%
2,305
|
$84,041,000 | 0.06% |
| Amazon.com Inc. |
84.68%
434
|
$83,871,000 | 0.06% |
| Procter And Gamble Co |
8.89%
502
|
$82,735,000 | 0.06% |
| Oracle Corp. |
10.38%
585
|
$82,548,000 | 0.06% |
| Alphabet Inc |
60.31%
630
|
$115,021,000 | 0.08% |
| Chesapeake Energy Corp. |
Closed
900
|
$79,947,000 | |
| BP plc |
162.29%
2,156
|
$77,832,000 | 0.06% |
| Lowes Cos Inc |
Opened
350
|
$77,161,000 | 0.06% |
| LKQ Corp |
Opened
1,840
|
$76,525,000 | 0.06% |
| APA Corporation |
Opened
2,594
|
$76,367,000 | 0.06% |
| East West Bancorp, Inc. |
Opened
1,036
|
$75,866,000 | 0.06% |
| Interpublic Group Cos Inc |
3.95%
2,605
|
$75,779,000 | 0.06% |
| XP Inc |
Opened
4,209
|
$74,037,000 | 0.05% |
| HF Sinclair Corporation |
15,200.00%
1,377
|
$73,449,000 | 0.05% |
| Grayscale Bitcoin Tr Btc |
Opened
1,378
|
$73,365,000 | 0.05% |
| Caterpillar Inc. |
21.47%
215
|
$71,526,000 | 0.05% |
| Tapestry Inc |
Opened
1,623
|
$69,448,000 | 0.05% |
| BXP Inc. |
Closed
1,063
|
$69,425,000 | |
| Unum Group |
Opened
1,313
|
$67,107,000 | 0.05% |
| Reinsurance Grp Of America I |
Closed
339
|
$65,386,000 | |
| CubeSmart |
8,906.25%
1,441
|
$65,090,000 | 0.05% |
| Gap, Inc. |
10,784.00%
2,721
|
$65,005,000 | 0.05% |
| Synovus Finl Corp |
30.56%
1,598
|
$64,223,000 | 0.05% |
| NNN REIT Inc |
Closed
1,470
|
$62,828,000 | |
| Select Sector Spdr Tr |
No change
1,809
|
$163,594,000 | 0.12% |
| Zions Bancorporation N.A |
26.40%
1,417
|
$61,455,000 | 0.05% |
| Janus Henderson Group plc |
26.55%
1,797
|
$60,577,000 | 0.04% |
| Invesco Ltd |
Closed
3,631
|
$60,238,000 | |
| Virtu Finl Inc |
22.21%
2,680
|
$60,166,000 | 0.04% |
| V F Corp |
Opened
4,439
|
$59,927,000 | 0.04% |
| OneMain Holdings Inc |
27.41%
1,227
|
$59,497,000 | 0.04% |
| First Horizon Corporation |
2.60%
3,707
|
$58,460,000 | 0.04% |
| Macys Inc |
Opened
2,978
|
$57,169,000 | 0.04% |
| Polaris Inc |
Opened
728
|
$57,010,000 | 0.04% |
| Msc Indl Direct Inc |
2,533.33%
711
|
$56,389,000 | 0.04% |
| Ingredion Inc |
Opened
491
|
$56,318,000 | 0.04% |
| Stag Indl Inc |
Closed
1,453
|
$55,853,000 | |
| Scotts Miracle-Gro Company |
25.77%
854
|
$55,562,000 | 0.04% |
| AGCO Corp. |
Opened
563
|
$55,106,000 | 0.04% |
| Antero Midstream Corp |
Opened
3,727
|
$54,936,000 | 0.04% |
| Manpowergroup Inc Wis |
34.82%
786
|
$54,863,000 | 0.04% |
| First Hawaiian INC |
32.46%
2,628
|
$54,557,000 | 0.04% |
| Reynolds Consumer Prods Inc |
Opened
1,943
|
$54,365,000 | 0.04% |
| Brixmor Ppty Group Inc |
Closed
2,305
|
$54,052,000 | |
| Cullen Frost Bankers Inc. |
Opened
531
|
$53,965,000 | 0.04% |
| Dimensional Etf Trust |
Opened
5,134
|
$164,599,000 | 0.12% |
| Carters Inc |
67.58%
858
|
$53,171,000 | 0.04% |
| Western Un Co |
31.11%
4,316
|
$52,742,000 | 0.04% |
| DTE Energy Co. |
No change
455
|
$50,510,000 | 0.04% |
| Sonoco Prods Co |
Opened
989
|
$50,162,000 | 0.04% |
| Nexstar Media Group Inc |
Opened
302
|
$50,135,000 | 0.04% |
| Starbucks Corp. |
No change
643
|
$50,058,000 | 0.04% |
| Vanguard Index Fds |
Opened
100
|
$50,013,000 | 0.04% |
| Premier Inc |
36.96%
2,672
|
$49,886,000 | 0.04% |
| Kohls Corp |
Opened
2,152
|
$49,475,000 | 0.04% |
| Prosperity Bancshares Inc. |
Closed
752
|
$49,467,000 | |
| Bank Ozk Little Rock Ark |
Opened
1,190
|
$48,790,000 | 0.04% |
| Vanguard Star Fds |
Opened
809
|
$48,783,000 | 0.04% |
| First Amern Finl Corp |
Closed
798
|
$48,718,000 | |
| Highwoods Pptys Inc |
Closed
1,855
|
$48,564,000 | |
| Coinbase Global Inc |
548.48%
214
|
$47,557,000 | 0.03% |
| Travel Plus Leisure Co |
Closed
940
|
$46,022,000 | |
| Cable One Inc |
Opened
127
|
$44,958,000 | 0.03% |
| Vanguard Bd Index Fds |
289.94%
620
|
$44,671,000 | 0.03% |
| Wendys Co |
Closed
2,359
|
$44,444,000 | |
| Brookfield Renewable Corporation |
Closed
1,783
|
$43,808,000 | |
| UGI Corp. |
Closed
1,774
|
$43,534,000 | |
| Clearway Energy, Inc. |
Closed
1,879
|
$43,311,000 | |
| Cousins Pptys Inc |
Closed
1,799
|
$43,248,000 | |
| Columbia Bkg Sys Inc |
Closed
2,219
|
$42,938,000 | |
| Schwab Strategic Tr |
76.15%
2,159
|
$78,072,000 | 0.06% |
| Nordstrom, Inc. |
Closed
2,068
|
$41,918,000 | |
| Vanguard Mun Bd Fds |
Opened
816
|
$40,890,000 | 0.03% |
| Ssr Mining In |
Closed
9,166
|
$40,821,000 | |
| Merck Co Inc |
121.77%
326
|
$40,356,000 | 0.03% |
| Ford Mtr Co Del |
77.14%
3,214
|
$40,304,000 | 0.03% |
| Visa Inc |
12.78%
150
|
$39,302,000 | 0.03% |
| General Mls Inc |
68.70%
600
|
$37,956,000 | 0.03% |
| Qualcomm, Inc. |
14.46%
190
|
$37,823,000 | 0.03% |
| Leggett Platt Inc |
Closed
1,930
|
$36,960,000 | |
| Vanguard Tax-managed Fds |
2,458.62%
742
|
$36,670,000 | 0.03% |
| Hawaiian Elec Industries |
Closed
3,226
|
$36,357,000 | |
| Taiwan Semiconductor Mfg Ltd |
108.00%
208
|
$36,152,000 | 0.03% |
| Advanced Micro Devices Inc. |
101.83%
220
|
$35,686,000 | 0.03% |
| Annaly Capital Management In |
50.08%
1,801
|
$34,327,000 | 0.03% |
| Goldman Sachs Etf Tr |
Opened
679
|
$58,702,000 | 0.04% |
| First Tr Exchange-traded Fd |
Opened
567
|
$33,793,000 | 0.02% |
| MercadoLibre Inc |
33.33%
20
|
$32,868,000 | 0.02% |
| Shell Plc |
No change
455
|
$32,842,000 | 0.02% |
| Affiliated Managers Group In |
Closed
191
|
$31,987,000 | |
| Agnico Eagle Mines Ltd |
Opened
484
|
$31,654,000 | 0.02% |
| Wheaton Precious Metals Corp |
Opened
600
|
$31,452,000 | 0.02% |
| Unilever plc |
393.52%
533
|
$29,310,000 | 0.02% |
| Southwest Airls Co |
No change
1,018
|
$29,125,000 | 0.02% |
| Camden Ppty Tr |
No change
238
|
$25,968,000 | 0.02% |
| Tesla Inc |
168.75%
129
|
$25,527,000 | 0.02% |
| Crowdstrike Holdings Inc |
Opened
64
|
$24,524,000 | 0.02% |
| Marathon Digital Holdings In |
258.02%
1,228
|
$24,376,000 | 0.02% |
| Spdr Ser Tr |
Opened
774
|
$36,365,000 | 0.03% |
| Costco Whsl Corp New |
24.32%
28
|
$24,040,000 | 0.02% |
| Loews Corp. |
Opened
320
|
$23,917,000 | 0.02% |
| Wisdomtree Inc |
169.34%
2,354
|
$23,328,000 | 0.02% |
| Reliance Inc. |
1.25%
79
|
$22,562,000 | 0.02% |
| Jpmorgan Chase Co. |
323.08%
110
|
$22,253,000 | 0.02% |
| Nuveen Pfd Income Opportun |
Opened
2,968
|
$22,171,000 | 0.02% |
| Broadcom Inc |
100.00%
14
|
$22,038,000 | 0.02% |
| Applied Matls Inc |
8.54%
89
|
$20,961,000 | 0.02% |
| Ishares Tr |
Closed
586
|
$28,376,000 | |
| Nu Hldgs Ltd |
145.61%
1,567
|
$20,199,000 | 0.01% |
| United Rentals, Inc. |
No change
30
|
$19,402,000 | 0.01% |
| Dt Midstream Inc |
No change
272
|
$19,320,000 | 0.01% |
| DuPont de Nemours Inc |
1,500.00%
240
|
$19,318,000 | 0.01% |
| First Tr Exchange-traded Fd |
16.16%
192
|
$19,072,000 | 0.01% |
| Pepsico Inc |
18.75%
114
|
$18,743,000 | 0.01% |
| Medtronic Plc |
Opened
232
|
$18,261,000 | 0.01% |
| Enbridge Inc |
Opened
505
|
$17,973,000 | 0.01% |
| Ishares Inc |
641.18%
378
|
$20,022,000 | 0.01% |
| United Airls Hldgs Inc |
2.29%
358
|
$17,420,000 | 0.01% |
| Proshares Tr |
Opened
171
|
$17,068,000 | 0.01% |
| Construction Partners Inc |
Opened
300
|
$16,563,000 | 0.01% |
| Spirit Airls Inc |
No change
4,350
|
$15,921,000 | 0.01% |
| MGM Resorts International |
5.29%
358
|
$15,910,000 | 0.01% |
| Blackstone Mtg Tr Inc |
Opened
900
|
$15,678,000 | 0.01% |
| Cenovus Energy Inc |
No change
784
|
$15,413,000 | 0.01% |
| Science Applications Intl Co |
12,900.00%
130
|
$15,282,000 | 0.01% |
| Intel Corp. |
44.01%
481
|
$14,897,000 | 0.01% |
| Roblox Corporation |
93.20%
398
|
$14,810,000 | 0.01% |
| American Express Co. |
103.33%
61
|
$14,125,000 | 0.01% |
| Mastercard Incorporated |
52.38%
32
|
$14,117,000 | 0.01% |
| Proshares Tr |
Closed
437
|
$14,115,000 | |
| Etf Ser Solutions |
Opened
737
|
$13,942,000 | 0.01% |
| Travelers Companies Inc. |
Opened
65
|
$13,217,000 | 0.01% |
| Edwards Lifesciences Corp |
No change
142
|
$13,117,000 | 0.01% |
| Bitfarms Ltd |
58.50%
4,969
|
$12,770,000 | 0.01% |
| Coupang, Inc. |
Opened
600
|
$12,570,000 | 0.01% |
| Equity Comwlth |
Opened
644
|
$12,494,000 | 0.01% |
| American Centy Etf Tr |
Opened
398
|
$21,530,000 | 0.02% |
| Blackrock Inc. |
220.00%
16
|
$12,365,000 | 0.01% |
| Thermo Fisher Scientific Inc. |
No change
22
|
$12,166,000 | 0.01% |
| Netflix Inc. |
125.00%
18
|
$12,148,000 | 0.01% |
| Hive Digital Technologies Lt |
74.65%
3,921
|
$12,077,000 | 0.01% |
| Coca-Cola Co |
Opened
178
|
$11,311,000 | 0.01% |
| Ishares Inc |
Opened
972
|
$41,469,000 | 0.03% |
| General Dynamics Corp. |
46.15%
38
|
$11,026,000 | 0.01% |
| Vanguard Charlotte Fds |
Opened
223
|
$10,853,000 | 0.01% |
| Accenture Plc Ireland |
27.08%
35
|
$10,619,000 | 0.01% |
| Composecure Inc |
43.51%
1,560
|
$10,608,000 | 0.01% |
| Caesars Entertainment Inc Ne |
No change
265
|
$10,531,000 | 0.01% |
| Customers Bancorp Inc |
55.71%
218
|
$10,460,000 | 0.01% |
| Immatics N.v |
Opened
900
|
$10,458,000 | 0.01% |
| Zoetis Inc |
No change
60
|
$10,402,000 | 0.01% |
| Disney Walt Co |
22.35%
104
|
$10,321,000 | 0.01% |
| Corteva Inc |
1,166.67%
190
|
$10,249,000 | 0.01% |
| CME Group Inc |
33.33%
52
|
$10,223,000 | 0.01% |
| Eaton Vance Tax Advt Div Inc |
Opened
431
|
$10,038,000 | 0.01% |
| International Flavorsfragra |
Opened
105
|
$9,997,000 | 0.01% |
| PayPal Holdings Inc |
47.83%
170
|
$9,865,000 | 0.01% |
| Canaan Inc. |
101.01%
9,739
|
$9,737,000 | 0.01% |
| Crown Castle Inc |
Opened
99
|
$9,714,000 | 0.01% |
| D.R. Horton Inc. |
Closed
58
|
$9,544,000 | |
| Franco Nev Corp |
Opened
80
|
$9,482,000 | 0.01% |
| Fortinet Inc |
50.00%
156
|
$9,402,000 | 0.01% |
| Pfizer Inc. |
27.69%
332
|
$9,284,000 | 0.01% |
| Intuit Inc |
16.67%
14
|
$9,201,000 | 0.01% |
| Vertex Pharmaceuticals, Inc. |
Closed
21
|
$8,778,000 | |
| Emcor Group, Inc. |
84.62%
24
|
$8,597,000 | 0.01% |
| Netapp Inc |
17.86%
66
|
$8,501,000 | 0.01% |
| Hut 8 Corp |
Closed
765
|
$8,446,000 | |
| Doximity, Inc. |
Opened
300
|
$8,391,000 | 0.01% |
| KLA Corp. |
Closed
12
|
$8,383,000 | |
| General Mtrs Co |
Closed
184
|
$8,344,000 | |
| Palo Alto Networks Inc |
Opened
24
|
$8,136,000 | 0.01% |
| Apollo Global Mgmt Inc |
16.05%
68
|
$8,029,000 | 0.01% |
| Lennar Corp. |
12.77%
53
|
$7,943,000 | 0.01% |
| Interactive Brokers Group In |
Opened
64
|
$7,846,000 | 0.01% |
| Fastenal Co. |
Closed
99
|
$7,637,000 | |
| Humana Inc. |
Closed
22
|
$7,628,000 | |
| Investment Managers Ser Tr I |
Opened
128
|
$7,532,000 | 0.01% |
| Marathon Pete Corp |
15.69%
43
|
$7,460,000 | 0.01% |
| Steel Dynamics Inc. |
21.28%
57
|
$7,382,000 | 0.01% |
| New York Cmnty Bancorp Inc |
Closed
2,279
|
$7,338,000 | |
| Nucor Corp. |
Opened
46
|
$7,272,000 | 0.01% |
| Progressive Corp. |
Opened
35
|
$7,270,000 | 0.01% |
| Salesforce Inc |
7.69%
28
|
$7,199,000 | 0.01% |
| Asml Holding N V |
No change
7
|
$7,159,000 | 0.01% |
| Stronghold Digital Mining In |
Closed
1,725
|
$7,159,000 | |
| Halliburton Co. |
Opened
211
|
$7,144,000 | 0.01% |
| Realty Income Corp. |
No change
135
|
$7,131,000 | 0.01% |
| Bank America Corp |
61.47%
176
|
$6,984,000 | 0.01% |
| Invesco Exchange Traded Fd T |
Opened
108
|
$13,617,000 | 0.01% |
| Citigroup Inc |
36.71%
108
|
$6,839,000 | 0.01% |
| Vanguard Specialized Funds |
Opened
37
|
$6,754,000 | 0.00% |
| Cognizant Technology Solutio |
Closed
91
|
$6,669,000 | |
| Janus Detroit Str Tr |
Opened
130
|
$6,614,000 | 0.00% |
| Cencora Inc. |
2,800.00%
29
|
$6,534,000 | 0.00% |
| Kroger Co. |
Opened
129
|
$6,441,000 | 0.00% |
| Cummins Inc. |
Opened
23
|
$6,369,000 | 0.00% |
| Pacer Fds Tr |
Opened
145
|
$6,316,000 | 0.00% |
| PENN Entertainment Inc |
No change
325
|
$6,290,000 | 0.00% |
| Intuitive Surgical Inc |
16.67%
14
|
$6,228,000 | 0.00% |
| Ferguson Plc New |
8.57%
32
|
$6,197,000 | 0.00% |
| Pulte Group Inc |
3.70%
56
|
$6,166,000 | 0.00% |
| Bank New York Mellon Corp |
64.52%
102
|
$6,109,000 | 0.00% |
| Schlumberger Ltd. |
Opened
129
|
$6,086,000 | 0.00% |
| Lauder Estee Cos Inc |
No change
57
|
$6,065,000 | 0.00% |
| CSX Corp. |
74.76%
180
|
$6,021,000 | 0.00% |
| Berkley W R Corp |
Closed
68
|
$6,014,000 | |
| Blackrock Enhancd Cap Inm |
Opened
300
|
$5,997,000 | 0.00% |
| Synchrony Financial |
Opened
126
|
$5,946,000 | 0.00% |
| Vistra Corp |
Closed
84
|
$5,851,000 | |
| Freeport-McMoRan Inc |
No change
120
|
$5,832,000 | 0.00% |
| Dicks Sporting Goods, Inc. |
80.00%
27
|
$5,801,000 | 0.00% |
| Molina Healthcare Inc |
Closed
14
|
$5,752,000 | |
| Ingersoll Rand Inc. |
31.25%
63
|
$5,723,000 | 0.00% |
| Cardinal Health, Inc. |
1.75%
58
|
$5,703,000 | 0.00% |
| Booz Allen Hamilton Hldg Cor |
1,750.00%
37
|
$5,694,000 | 0.00% |
| Toll Brotrs Inc |
Opened
49
|
$5,644,000 | 0.00% |
| Carrier Global Corporation |
No change
88
|
$5,551,000 | 0.00% |
| Morgan Stanley |
No change
57
|
$5,540,000 | 0.00% |
| Pimco Etf Tr |
Opened
55
|
$5,536,000 | 0.00% |
| Pinterest Inc |
26.26%
125
|
$5,509,000 | 0.00% |
| Gallagher Arthur J Co |
Opened
21
|
$5,480,000 | 0.00% |
| Williams-Sonoma, Inc. |
9.52%
19
|
$5,365,000 | 0.00% |
| Lennox International Inc |
16.67%
10
|
$5,350,000 | 0.00% |
| Lam Research Corp. |
28.57%
5
|
$5,324,000 | 0.00% |
| ON Semiconductor Corp. |
208.00%
77
|
$5,278,000 | 0.00% |
| Jabil Inc |
17.07%
48
|
$5,193,000 | 0.00% |
| Brookfield Infrastructure Corporation |
Opened
150
|
$5,049,000 | 0.00% |
| Danaher Corp. |
53.85%
20
|
$4,997,000 | 0.00% |
| Builders Firstsource Inc |
12.50%
36
|
$4,983,000 | 0.00% |
| Spdr Index Shs Fds |
Opened
71
|
$4,884,000 | 0.00% |
| Deckers Outdoor Corp. |
16.67%
5
|
$4,840,000 | 0.00% |
| Masco Corp. |
Opened
72
|
$4,800,000 | 0.00% |
| Owens Corning |
6.90%
27
|
$4,690,000 | 0.00% |
| Peakstone Realty Trust |
No change
437
|
$4,632,000 | 0.00% |
| Palantir Technologies Inc. |
1,106.67%
181
|
$4,585,000 | 0.00% |
| Capital One Finl Corp |
No change
33
|
$4,569,000 | 0.00% |
| Parker-Hannifin Corp. |
Opened
9
|
$4,552,000 | 0.00% |
| Grainger W W Inc |
16.67%
5
|
$4,511,000 | 0.00% |
| Adobe Inc |
No change
8
|
$4,444,000 | 0.00% |
| Snap-on, Inc. |
Closed
15
|
$4,443,000 | |
| RPM International, Inc. |
6.82%
41
|
$4,415,000 | 0.00% |
| Best Buy Co. Inc. |
95.93%
52
|
$4,383,000 | 0.00% |
| Pool Corporation |
7.69%
14
|
$4,303,000 | 0.00% |
| Calamos Strategic Total Retu |
Opened
251
|
$4,227,000 | 0.00% |
| Medpace Holdings Inc |
25.00%
10
|
$4,119,000 | 0.00% |
| Super Micro Computer Inc |
Opened
5
|
$4,097,000 | 0.00% |
| Consol Energy Inc |
No change
40
|
$4,081,000 | 0.00% |
| Goldman Sachs Group, Inc. |
No change
9
|
$4,071,000 | 0.00% |
| Abbott Labs |
62.50%
39
|
$4,052,000 | 0.00% |
| DocuSign Inc |
33.93%
75
|
$4,013,000 | 0.00% |
| Neurocrine Biosciences, Inc. |
Opened
29
|
$3,992,000 | 0.00% |
| Eaton Vance Enhanced Equity |
Opened
183
|
$3,986,000 | 0.00% |
| Booking Holdings Inc |
No change
1
|
$3,962,000 | 0.00% |
| N-able Inc |
1,021.74%
258
|
$3,929,000 | 0.00% |
| Expedia Group Inc |
24.39%
31
|
$3,906,000 | 0.00% |
| Texas Instrs Inc |
900.00%
20
|
$3,891,000 | 0.00% |
| Advanced Drain Sys Inc Del |
4.00%
24
|
$3,849,000 | 0.00% |
| The Southern Co. |
Opened
49
|
$3,819,000 | 0.00% |
| DXC Technology Co |
No change
199
|
$3,799,000 | 0.00% |
| Philip Morris International Inc |
Opened
37
|
$3,790,000 | 0.00% |
| Vanguard Scottsdale Fds |
85.28%
87
|
$5,753,000 | 0.00% |
| Mckesson Corporation |
60.00%
6
|
$3,717,000 | 0.00% |
| Amdocs Ltd |
Closed
41
|
$3,705,000 | |
| Advent Conv Income Fd |
Opened
300
|
$3,576,000 | 0.00% |
| Cloudflare Inc |
1,333.33%
43
|
$3,562,000 | 0.00% |
| Kratos Defense Sec Solutio |
947.06%
178
|
$3,562,000 | 0.00% |
| Eaton Vance Tax-managed Dive |
Opened
252
|
$3,541,000 | 0.00% |
| Stryker Corp. |
No change
10
|
$3,403,000 | 0.00% |
| Schwab Charles Corp |
No change
46
|
$3,390,000 | 0.00% |
| Evercore Inc |
11.11%
16
|
$3,390,000 | 0.00% |
| Deere Co |
No change
9
|
$3,363,000 | 0.00% |
| Smith A O Corp |
10.81%
41
|
$3,353,000 | 0.00% |
| Credit Accep Corp Mich |
Closed
6
|
$3,309,000 | |
| Select Sector Spdr Tr |
Opened
27
|
$3,290,000 | 0.00% |
| Micron Technology Inc. |
733.33%
25
|
$3,288,000 | 0.00% |
| Core Main Inc |
19.64%
67
|
$3,279,000 | 0.00% |
| TotalEnergies SE |
No change
49
|
$3,267,000 | 0.00% |
| Watsco, Inc. |
65.00%
7
|
$3,243,000 | 0.00% |
| Pure Storage Inc |
45.05%
50
|
$3,211,000 | 0.00% |
| Houlihan Lokey Inc |
Closed
25
|
$3,205,000 | |
| First Tr Exchange Trad Fd Vi |
Opened
134
|
$3,204,000 | 0.00% |
| ServiceNow Inc |
100.00%
4
|
$3,147,000 | 0.00% |
| Acuity Brands, Inc. |
30.00%
13
|
$3,139,000 | 0.00% |
| Chipotle Mexican Grill |
Opened
50
|
$3,133,000 | 0.00% |
| Illumina Inc |
900.00%
30
|
$3,131,000 | 0.00% |
| Honda Motor |
No change
97
|
$3,127,000 | 0.00% |
| Royce Small Cap Trust Inc. |
Opened
215
|
$3,111,000 | 0.00% |
| NewMarket Corp. |
20.00%
6
|
$3,093,000 | 0.00% |
| Zebra Technologies Corporati |
Opened
10
|
$3,089,000 | 0.00% |
| Unitedhealth Group Inc |
No change
6
|
$3,056,000 | 0.00% |
| Allison Transmission Hldgs I |
Opened
40
|
$3,049,000 | 0.00% |
| Tenet Healthcare Corp. |
Closed
29
|
$3,048,000 | |
| C.H. Robinson Worldwide, Inc. |
Closed
40
|
$3,046,000 | |
| Block H R Inc |
Closed
62
|
$3,045,000 | |
| Lincoln Elec Hldgs Inc |
No change
16
|
$3,018,000 | 0.00% |
| Nike, Inc. |
60.00%
40
|
$3,015,000 | 0.00% |
| Kinder Morgan Inc |
97.91%
151
|
$3,005,000 | 0.00% |
| Vanguard Bd Index Fds |
Closed
60
|
$4,573,000 | |
| Autozone Inc. |
Opened
1
|
$2,964,000 | 0.00% |
| Lattice Semiconductor Corp. |
1,175.00%
51
|
$2,957,000 | 0.00% |
| Duff Phelps Utlity And Inf |
Opened
300
|
$2,949,000 | 0.00% |
| Crown Holdings, Inc. |
Closed
37
|
$2,933,000 | |
| ING Groep N.V. |
No change
168
|
$2,880,000 | 0.00% |
| Coherent Corp |
875.00%
39
|
$2,826,000 | 0.00% |
| Axis Cap Hldgs Ltd |
Opened
40
|
$2,826,000 | 0.00% |
| Mgic Invt Corp Wis |
Closed
126
|
$2,817,000 | |
| Thor Inds Inc |
Closed
24
|
$2,816,000 | |
| Fox Corporation |
Closed
90
|
$2,814,000 | |
| Arista Networks Inc |
Opened
8
|
$2,804,000 | 0.00% |
| Ionq Inc |
1,370.37%
397
|
$2,791,000 | 0.00% |
| Berry Global Group Inc |
Closed
46
|
$2,782,000 | |
| Albemarle Corp. |
866.67%
29
|
$2,770,000 | 0.00% |
| Energy Transfer L P |
No change
170
|
$2,757,000 | 0.00% |
| United States Stl Corp New |
Closed
67
|
$2,732,000 | |
| Moderna Inc |
1,050.00%
23
|
$2,731,000 | 0.00% |
| Eaton Vance Tax-managed Buy- |
Opened
198
|
$2,707,000 | 0.00% |
| Prologis Inc |
2,300.00%
24
|
$2,695,000 | 0.00% |
| Incyte Corp. |
1,000.00%
44
|
$2,667,000 | 0.00% |
| TD Synnex Corp |
Opened
23
|
$2,654,000 | 0.00% |
| Sentinelone Inc |
1,045.45%
126
|
$2,652,000 | 0.00% |
| Crane Nxt Co |
Opened
43
|
$2,641,000 | 0.00% |
| SLM Corp. |
Closed
121
|
$2,637,000 | |
| Pegasystems Inc. |
Opened
43
|
$2,603,000 | 0.00% |
| Fifth Third Bancorp |
97.80%
71
|
$2,591,000 | 0.00% |
| Adaptive Biotechnologies Cor |
996.92%
713
|
$2,581,000 | 0.00% |
| Krystal Biotech Inc |
40.00%
14
|
$2,571,000 | 0.00% |
| Celsius Holdings Inc |
Opened
45
|
$2,569,000 | 0.00% |
| Chemed Corp. |
Closed
4
|
$2,568,000 | |
| MPLX LP |
No change
60
|
$2,555,000 | 0.00% |
| Cirrus Logic, Inc. |
Opened
20
|
$2,553,000 | 0.00% |
| Louisiana Pac Corp |
Opened
31
|
$2,552,000 | 0.00% |
| Teradata Corp |
Closed
66
|
$2,552,000 | |
| Bristol-Myers Squibb Co. |
97.99%
60
|
$2,492,000 | 0.00% |
| Abercrombie Fitch Co |
Opened
14
|
$2,490,000 | 0.00% |
| Cadence Design System Inc |
Opened
8
|
$2,462,000 | 0.00% |
| Lincoln Natl Corp Ind |
94.99%
79
|
$2,457,000 | 0.00% |
| Bhp Group Ltd |
No change
43
|
$2,455,000 | 0.00% |
| Murphy USA Inc |
Opened
5
|
$2,454,000 | 0.00% |
| Ralph Lauren Corp |
Opened
14
|
$2,451,000 | 0.00% |
| Omega Healthcare Invs Inc |
Closed
77
|
$2,439,000 | |
| Rio Tinto plc |
No change
37
|
$2,439,000 | 0.00% |
| Ishares Gold Tr |
No change
55
|
$2,416,000 | 0.00% |
| F5 Inc |
Opened
14
|
$2,411,000 | 0.00% |
| Global E Online Ltd |
Opened
66
|
$2,394,000 | 0.00% |
| Euronet Worldwide Inc |
No change
23
|
$2,381,000 | 0.00% |
| Saia Inc. |
Opened
5
|
$2,371,000 | 0.00% |
| Wisdomtree Tr |
Opened
49
|
$2,366,000 | 0.00% |
| Asure Software Inc |
No change
280
|
$2,352,000 | 0.00% |
| Vanguard Intl Equity Index F |
Opened
20
|
$2,350,000 | 0.00% |
| Kinsale Cap Group Inc |
No change
6
|
$2,312,000 | 0.00% |
| Veeco Instrs Inc Del |
Opened
49
|
$2,289,000 | 0.00% |
| TripAdvisor Inc. |
Opened
128
|
$2,280,000 | 0.00% |
| Pagerduty Inc |
1,000.00%
99
|
$2,270,000 | 0.00% |
| Wynn Resorts Ltd. |
No change
25
|
$2,238,000 | 0.00% |
| Donaldson Co. Inc. |
11.43%
31
|
$2,218,000 | 0.00% |
| Public Svc Enterprise Grp In |
98.43%
30
|
$2,211,000 | 0.00% |
| Rockwell Automation Inc |
Opened
8
|
$2,202,000 | 0.00% |
| Sei Invts Co |
19.05%
34
|
$2,199,000 | 0.00% |
| Spotify Technology S.A. |
Opened
7
|
$2,197,000 | 0.00% |
| Enphase Energy Inc |
1,000.00%
22
|
$2,194,000 | 0.00% |
| Eastman Chem Co |
97.47%
22
|
$2,193,000 | 0.00% |
| Recursion Pharmaceuticals In |
1,290.48%
292
|
$2,190,000 | 0.00% |
| Emerson Elec Co |
Opened
20
|
$2,171,000 | 0.00% |
| Ionis Pharmaceuticals Inc |
1,025.00%
45
|
$2,145,000 | 0.00% |
| Sylvamo Corp |
Opened
31
|
$2,127,000 | 0.00% |
| First Tr Exchng Traded Fd Vi |
No change
164
|
$4,187,000 | 0.00% |
| Cleveland-Cliffs Inc |
1.50%
135
|
$2,078,000 | 0.00% |
| Air Prods Chems Inc |
No change
8
|
$2,064,000 | 0.00% |
| Johnson Ctls Intl Plc |
675.00%
31
|
$2,061,000 | 0.00% |
| Bellring Brands Inc |
Opened
36
|
$2,057,000 | 0.00% |
| Crocs Inc |
Opened
14
|
$2,043,000 | 0.00% |
| Wk Kellogg Co |
Opened
122
|
$2,008,000 | 0.00% |
| Ares Coml Real Estate Corp |
Opened
298
|
$1,982,000 | 0.00% |
| Adma Biologics Inc |
Opened
177
|
$1,979,000 | 0.00% |
| American Tower Corp. |
No change
10
|
$1,944,000 | 0.00% |
| 3M Co. |
98.71%
19
|
$1,942,000 | 0.00% |
| Applied Indl Technologies In |
Opened
10
|
$1,940,000 | 0.00% |
| Northern Tr Corp |
Opened
23
|
$1,932,000 | 0.00% |
| GSK Plc |
No change
50
|
$1,925,000 | 0.00% |
| Newell Brands Inc. |
Opened
300
|
$1,923,000 | 0.00% |
| Varonis Sys Inc |
900.00%
40
|
$1,919,000 | 0.00% |
| Kennedy-Wilson Holdings Inc |
Opened
190
|
$1,847,000 | 0.00% |
| 3-d Sys Corp Del |
1,135.42%
593
|
$1,821,000 | 0.00% |
| Resideo Technologies Inc |
1,062.50%
93
|
$1,819,000 | 0.00% |
| Electronic Arts, Inc. |
75.47%
13
|
$1,811,000 | 0.00% |
| Mercury Genl Corp New |
Opened
34
|
$1,807,000 | 0.00% |
| Cornerstone Strategic Value |
Opened
233
|
$1,794,000 | 0.00% |
| Icu Med Inc |
Opened
15
|
$1,781,000 | 0.00% |
| Iovance Biotrapeutics Inc |
1,122.22%
220
|
$1,764,000 | 0.00% |
| Ast Spacemobile Inc |
Opened
151
|
$1,753,000 | 0.00% |
| Ryan Specialty Holdings Inc |
Opened
30
|
$1,737,000 | 0.00% |
| Beam Therapeutics Inc. |
311.11%
74
|
$1,734,000 | 0.00% |
| Madison Square Garden Entmt |
Opened
50
|
$1,712,000 | 0.00% |
| No transactions found in first 500 rows out of 771 | |||
| Showing first 500 out of 771 holdings | |||
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