SHP Wealth Management
- SEC CIK
- 0001807060
- Latest filing
- Aug 11, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 8, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 1,822
- +263 vs. Q4 2025
- Portfolio value
- $1.33B
- +$40.5M (+3.2%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 554,570 | $331.4M | 25.0% | +3,361+0.6% | Added | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 2,003,953 | $109.9M | 8.3% | +1,141,512+132.4% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,196,825 | $84.0M | 6.3% | −16,589−1.4% | Reduced | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 996,012 | $82.4M | 6.2% | +150,577+17.8% | Added | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 496,636 | $77.0M | 5.8% | +30,249+6.5% | Added | – |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 1,248,215 | $63.1M | 4.8% | +1,246,240+63,100.8% | Added | – |
| Fidelity Covington Trust316092113 | ENHANCED LARGE | 1,667,985 | $60.5M | 4.6% | +142,143+9.3% | Added | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 941,864 | $53.4M | 4.0% | +192,704+25.7% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 83,709 | $24.0M | 1.8% | +4,360+5.5% | Added | – |
| Franklin Templeton ETF Tr35473P595 | SENIOR LOAN ETF | 1,036,246 | $23.8M | 1.8% | −147,080−12.4% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 35,253 | $22.9M | 1.7% | +987+2.9% | Added | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 523,777 | $22.2M | 1.7% | −100,272−16.1% | Reduced | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 322,252 | $21.5M | 1.6% | +3,523+1.1% | Added | – |
| NVDANVIDIA Corp | Stock | 101,729 | $17.7M | 1.3% | +3,316+3.4% | Added | History |
| AAPLApple Inc. | Stock | 65,999 | $16.7M | 1.3% | +848+1.3% | Added | History |
| Fidelity High Dividend ETF316092840 | ETF | 203,082 | $11.2M | 0.8% | +10,221+5.3% | Added | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 254,613 | $10.3M | 0.8% | +10,528+4.3% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,820 | $10.3M | 0.8% | +783+4.6% | Added | – |
| MSFTMicrosoft Corp | Stock | 23,395 | $8.66M | 0.7% | −48−0.2% | Reduced | History |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 374,265 | $8.59M | 0.6% | +17,652+4.9% | Added | – |
| AMZNAmazon Com Inc | Stock | 38,148 | $7.94M | 0.6% | −1,811−4.5% | Reduced | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 139,941 | $7.77M | 0.6% | +1,983+1.4% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,634 | $5.98M | 0.5% | +515+2.8% | Added | – |
| GOOGLAlphabet Inc. | Stock | 20,407 | $5.87M | 0.4% | −933−4.4% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 7,527 | $4.92M | 0.4% | −344−4.4% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 7,090 | $4.06M | 0.3% | −40−0.6% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 19,892 | $3.90M | 0.3% | +3,752+23.2% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 21,855 | $3.71M | 0.3% | +3,525+19.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 12,736 | $3.65M | 0.3% | −466−3.5% | Reduced | History |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 53,101 | $3.26M | 0.2% | +7,369+16.1% | Added | – |
| TSLATesla, Inc. | Stock | 8,434 | $3.14M | 0.2% | +154+1.9% | Added | History |
| MSMorgan Stanley | Stock | 18,021 | $2.97M | 0.2% | −316−1.7% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 45,364 | $2.91M | 0.2% | +2,561+6.0% | Added | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 63,515 | $2.90M | 0.2% | +12,886+25.5% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 9,826 | $2.89M | 0.2% | −834−7.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,931 | $2.84M | 0.2% | −257−4.2% | Reduced | History |
| SYYSysco Corp | Stock | 35,431 | $2.53M | 0.2% | +24+0.1% | Added | History |
| GLDSPDR Gold Trust | ETF | 5,857 | $2.52M | 0.2% | +38+0.7% | Added | History |
| AVGOBroadcom Inc. | Stock | 8,013 | $2.48M | 0.2% | +180+2.3% | Added | History |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 46,102 | $2.32M | 0.2% | +3,596+8.5% | Added | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 35,305 | $2.21M | 0.2% | +6,783+23.8% | Added | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 63,281 | $2.14M | 0.2% | −5,180−7.6% | Reduced | – |
| LLYEli Lilly & Co | Stock | 2,293 | $2.11M | 0.2% | −215−8.6% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 9,666 | $2.10M | 0.2% | +11+0.1% | Added | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 21,694 | $2.10M | 0.2% | −226,004−91.2% | Reduced | – |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 81,726 | $2.09M | 0.2% | +2,018+2.5% | Added | – |
| ADPAutomatic Data Processing Inc | Stock | 9,954 | $2.02M | 0.2% | +29+0.3% | Added | History |
| ESEversource Energy | Stock | 28,454 | $1.97M | 0.1% | −24−0.1% | Reduced | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 21,082 | $1.95M | 0.1% | +6,736+47.0% | Added | History |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 40,345 | $1.93M | 0.1% | −2,509−5.9% | Reduced | – |
| RTXRTX Corp | Stock | 9,827 | $1.90M | 0.1% | +3,747+61.6% | Added | History |
| JNJJohnson & Johnson | Stock | 7,544 | $1.84M | 0.1% | +318+4.4% | Added | History |
| iShares Tr46432F859 | CORE 1 5 YR USD | 37,449 | $1.81M | 0.1% | −1,412,158−97.4% | Reduced | – |
| Defiance Quantum ETF26922A420 | ETF | 16,683 | $1.79M | 0.1% | +3,260+24.3% | Added | – |
| PGProcter & Gamble Co | Stock | 12,346 | $1.78M | 0.1% | +10+0.1% | Added | History |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 56,501 | $1.75M | 0.1% | +25,625+83.0% | Added | – |
| VVisa Inc. | Stock | 5,726 | $1.73M | 0.1% | −586−9.3% | Reduced | History |
| MCDMcDonalds Corp | Stock | 5,389 | $1.68M | 0.1% | +21+0.4% | Added | History |
| HDHome Depot, Inc. | Stock | 4,599 | $1.51M | 0.1% | −343−6.9% | Reduced | History |
| CATCaterpillar Inc | Stock | 2,128 | $1.51M | 0.1% | −107−4.8% | Reduced | History |
| AMATApplied Materials Inc | Stock | 4,194 | $1.43M | 0.1% | −1,323−24.0% | Reduced | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 5,698 | $1.37M | 0.1% | −19−0.3% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 1,346 | $1.34M | 0.1% | −70−4.9% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,016 | $1.31M | 0.1% | +1,989+65.7% | Added | – |
| WMTWalmart Inc. | Stock | 10,566 | $1.31M | 0.1% | +583+5.8% | Added | History |
| SPDR Index Shs FDS78463X475 | ST STR MSCI GLB | 16,732 | $1.27M | 0.1% | +12,116+262.5% | Added | – |
| MUMicron Technology Inc | Stock | 3,728 | $1.26M | 0.1% | +60+1.6% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,746 | $1.20M | 0.1% | +434+18.8% | Added | – |
| VZVerizon Communications Inc | Stock | 22,827 | $1.15M | 0.1% | +40.0% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 7,830 | $1.15M | 0.1% | +337+4.5% | Added | History |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 23,181 | $1.14M | 0.1% | +22,744+5,204.6% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,037 | $1.12M | 0.1% | −1,015−10.1% | Reduced | – |
| Fidelity Covington Trust316092527 | SML MID MLTFCT | 24,902 | $1.11M | 0.1% | +3,766+17.8% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,036 | $1.11M | 0.1% | −1,081−7.2% | Reduced | – |
| VLOValero Energy Corp | Stock | 4,464 | $1.10M | 0.1% | +31+0.7% | Added | History |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 12,359 | $1.09M | 0.1% | −2,188−15.0% | Reduced | – |
| iShares Tr464287713 | US TELECOM ETF | 27,470 | $1.08M | 0.1% | +7,171+35.3% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,259 | $1.08M | 0.1% | −567−7.2% | Reduced | – |
| First Tr Exchange-Traded FD336917109 | SHS | 21,093 | $1.07M | 0.1% | −2,434−10.3% | Reduced | – |
| CVXChevron Corp | Stock | 5,123 | $1.06M | 0.1% | +242+5.0% | Added | History |
| Series Portfolios Tr81752T536 | ADAPTIV SELECT | 24,649 | $1.04M | 0.1% | +9,281+60.4% | Added | – |
| BlackRock ETF Trust II092528504 | ISHARES AAA CLO | 20,018 | $1.04M | 0.1% | +4,235+26.8% | Added | – |
| MAMastercard Inc | Stock | 2,026 | $1.01M | 0.1% | −23−1.1% | Reduced | History |
| WMWaste Management Inc | Stock | 4,335 | $996.2K | 0.1% | −929−17.6% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,898 | $986.6K | 0.1% | −388−3.4% | Reduced | – |
| PMPhilip Morris International Inc. | Stock | 5,947 | $983.2K | 0.1% | −722−10.8% | Reduced | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 29,170 | $946.0K | 0.1% | −3,032−9.4% | Reduced | – |
| IBMInternational Business Machines Corp | Stock | 3,821 | $926.2K | 0.1% | +39+1.0% | Added | History |
| Vanguard Total World Stock ETF922042742 | ETF | 6,648 | $920.0K | 0.1% | +6,608+16,520.0% | Added | – |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 41,392 | $919.8K | 0.1% | −4,987−10.8% | Reduced | – |
| iShares Tr46434V316 | GLOBAL EQUITY | 17,645 | $919.7K | 0.1% | +17,645 | New | – |
| Themes ETF Tr882927767 | TRANS DEFEN ETF | 23,857 | $919.5K | 0.1% | +3,840+19.2% | Added | – |
| MCKMcKesson Corp | Stock | 1,056 | $913.7K | 0.1% | −338−24.2% | Reduced | History |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 16,988 | $913.6K | 0.1% | −1,005−5.6% | Reduced | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 7,551 | $913.4K | 0.1% | +7,551 | New | – |
| Investment Managers Ser Tr I30254T577 | FPA GBL EQTY ETF | 25,019 | $907.7K | 0.1% | +25,019 | New | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,123 | $905.1K | 0.1% | +23+1.1% | Added | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 12,611 | $893.3K | 0.1% | +3,790+43.0% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 29,042 | $891.1K | 0.1% | −2,463−7.8% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,249 | $890.1K | 0.1% | +2,685+75.3% | Added | – |
Sold out since Q4 2025 (114)
Positions held at the end of Q4 2025 that are gone from this filing.
The largest 100 of 114 by value last quarter.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| iShares Tr464288257 | MSCI ACWI ETF | 3,683 | $521.1K | <0.1% | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 640 | $91.0K | <0.1% | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 2,741 | $90.7K | <0.1% | – |
| Federated Hermes ETF Trust31423L800 | MDT LARGE CAP | 2,631 | $87.0K | <0.1% | – |
| Direxion Shs ETF Tr25460G260 | DLY TSLA BEAR 1X | 17,112 | $86.8K | <0.1% | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 2,592 | $85.3K | <0.1% | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 1,773 | $85.1K | <0.1% | – |
| AVDLAvadel Pharmaceuticals PLC | Stock | 3,250 | $70.0K | <0.1% | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 2,148 | $53.9K | <0.1% | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 1,362 | $51.8K | <0.1% | – |
| PCTPureCycle Technologies, Inc. | COM | 5,000 | $43.0K | <0.1% | History |
| IBITiShares Bitcoin Trust ETF | ETF | 834 | $41.4K | <0.1% | History |
| IRTIndependence Realty Trust, Inc. | COM | 1,698 | $29.7K | <0.1% | History |
| First Tr Exchng Traded FD VI33740F508 | FLEXIBL MUN HIGH | 1,312 | $22.3K | <0.1% | – |
| SHP ETF Trust78433H204 | FIS BIBLICALLY R | 625 | $19.5K | <0.1% | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 146 | $14.2K | <0.1% | – |
| TBPHTheravance Biopharma, Inc. | COM | 670 | $12.5K | <0.1% | History |
| MMacy's, Inc. | COM | 525 | $11.6K | <0.1% | History |
| Tidal Trust I886364231 | FUND GRAN US ETF | 410 | $10.2K | <0.1% | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 102 | $9.72K | <0.1% | History |
| MCYMercury General Corp | COM | 100 | $9.38K | <0.1% | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 79 | $8.03K | <0.1% | – |
| iShares Tr46435U796 | SYSTEMATIC BD ET | 70 | $6.28K | <0.1% | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 18 | $5.56K | <0.1% | – |
| iShares Tr46435G102 | CONV BD ETF | 52 | $5.12K | <0.1% | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 75 | $4.56K | <0.1% | – |
| ACMAecom | COM | 41 | $3.91K | <0.1% | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 48 | $3.88K | <0.1% | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 152 | $3.69K | <0.1% | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 86 | $3.65K | <0.1% | – |
| TTEKTetra Tech Inc | COM | 86 | $2.88K | <0.1% | History |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 60 | $2.75K | <0.1% | – |
| BPREBluerock Private Real Estate Fund | COM | 173 | $2.60K | <0.1% | History |
| Invesco Actively Managed Exc46090A705 | S&P500 DOWNSID | 60 | $2.25K | <0.1% | – |
| Vanguard Malvern FDS922020755 | CORE-PLUS BD ETF | 26 | $2.03K | <0.1% | – |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 110 | $1.62K | <0.1% | History |
| Cyberark Software LtdM2682V108 | SHS | 3 | $1.34K | <0.1% | – |
| PAASPan American Silver Corp | Stock | 25 | $1.29K | <0.1% | History |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 33 | $1.28K | <0.1% | History |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 33 | $1.27K | <0.1% | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 38 | $1.26K | <0.1% | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 8 | $1.13K | <0.1% | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 10 | $1.12K | <0.1% | – |
| CDTXCidara Therapeutics, Inc. | COM NEW | 5 | $1.10K | <0.1% | History |
| GHCGraham Holdings Co | COM CL B | 1 | $1.10K | <0.1% | History |
| QGENQiagen N.V. | COMMON STOCK | 22 | $989 | <0.1% | History |
| FSMFortuna Mining Corp. | Stock | 100 | $981 | <0.1% | History |
| TELFYTelefonica S A | SPONSORED ADR | 238 | $964 | <0.1% | History |
| PACSPACS Group, Inc. | COM SHS | 25 | $960 | <0.1% | History |
| EXASExact Sciences Corp | COM | 9 | $913 | <0.1% | History |
| iShares Tr46429B614 | MSCI INDIA SM CP | 13 | $909 | <0.1% | – |
| MMYTMakeMyTrip Ltd | Stock | 11 | $903 | <0.1% | History |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 2 | $889 | <0.1% | – |
| ASAmer Sports, Inc. | COM SHS | 20 | $747 | <0.1% | History |
| MNDYmonday.com Ltd. | SHS | 5 | $738 | <0.1% | History |
| MRSNMersana Therapeutics, Inc. | COMMON STOCK | 25 | $723 | <0.1% | History |
| CIVICivitas Resources, Inc. | EQUITY US CM | 26 | $704 | <0.1% | History |
| NEUNewmarket Corp | COM | 1 | $687 | <0.1% | History |
| Brookfield Business PartnersG16234109 | UNIT LTD L P | 19 | $669 | <0.1% | – |
| WIXWix.com Ltd. | SHS | 6 | $623 | <0.1% | History |
| STLAStellantis N.V. | SHS | 56 | $610 | <0.1% | History |
| HYMCHycroft Mining Holding Corp | CL A NEW | 25 | $594 | <0.1% | History |
| ASPCASPAC III Acquisition Corp. | ORD SHS CL A | 25 | $586 | <0.1% | History |
| DMRADamora Therapeutics, Inc. | COM NEW | 25 | $575 | <0.1% | History |
| GKOSGLAUKOS Corp | COM | 5 | $565 | <0.1% | History |
| APAmpco Pittsburgh Corp | COM | 100 | $533 | <0.1% | History |
| FRGEForge Global Holdings, Inc. | Stock | 10 | $446 | <0.1% | History |
| VNDAVanda Pharmaceuticals Inc. | COM | 50 | $441 | <0.1% | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 8 | $402 | <0.1% | – |
| LASRNlight, Inc. | COM | 10 | $375 | <0.1% | History |
| SEMRSEMrush Holdings, Inc. | CL A COM | 30 | $357 | <0.1% | History |
| FOLDAmicus Therapeutics, Inc. | COM | 25 | $356 | <0.1% | History |
| MMSMaximus, Inc. | COM | 4 | $345 | <0.1% | History |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 20 | $343 | <0.1% | History |
| IDNIntellicheck, Inc. | COM NEW | 50 | $334 | <0.1% | History |
| UWMCUWM Holdings Corp | COM CL A | 75 | $328 | <0.1% | History |
| PETSPetmed Express Inc | COM | 100 | $320 | <0.1% | History |
| PPCPilgrims Pride Corp | Stock | 8 | $312 | <0.1% | History |
| GIFIGulf Island Fabrication Inc | COM | 25 | $299 | <0.1% | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 4 | $273 | <0.1% | History |
| SHLSShoals Technologies Group, Inc. | CL A | 30 | $255 | <0.1% | History |
| INBSIntelligent Bio Solutions Inc. | COM NEW | 25 | $238 | <0.1% | History |
| Curevac N VN2451R105 | COM | 50 | $226 | <0.1% | – |
| AVAHAveanna Healthcare Holdings, Inc. | COM | 25 | $204 | <0.1% | History |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 25 | $172 | <0.1% | History |
| AZIAutozi Internet Technology (Global) Ltd. | ORD USD CLASS A | 50 | $156 | <0.1% | History |
| NTLAIntellia Therapeutics, Inc. | COM | 16 | $144 | <0.1% | History |
| APPNAppian Corp | CL A | 4 | $142 | <0.1% | History |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 6 | $140 | <0.1% | History |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 2 | $128 | <0.1% | – |
| PALIPalisade Bio, Inc. | COM | 50 | $118 | <0.1% | History |
| MBOTMicrobot Medical Inc. | COM NEW | 50 | $100 | <0.1% | History |
| FVRRFiverr International Ltd. | ORD SHS | 5 | $99 | <0.1% | History |
| VRNSVaronis Systems Inc | COM | 3 | $98 | <0.1% | History |
| OTLKOutlook Therapeutics, Inc. | Stock | 59 | $93 | <0.1% | History |
| SESSES AI Corp | CL A COM | 50 | $90 | <0.1% | History |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 1 | $66 | <0.1% | – |
| NOTEFiscalNote Holdings, Inc. | CL A NEW | 45 | $66 | <0.1% | History |
| EBSEmergent BioSolutions Inc. | COM | 5 | $62 | <0.1% | History |
| BANDBandwidth Inc. | COM CL A | 4 | $62 | <0.1% | History |