Addison Advisors LLC
- SEC CIK
- 0001843745
- Latest filing
- Aug 10, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 10, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 707
- −273 vs. Q1 2026
- Portfolio value
- $211.8M
- −$240.6M (−53.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF921908844 | ETF | 56,605 | $13.4M | 6.3% | −41,061−42.0% | Reduced | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 210,304 | $10.6M | 5.0% | −221,756−51.3% | Reduced | – |
| iShares Tr46432F388 | MSCI USA VALUE | 46,219 | $9.24M | 4.4% | −68,626−59.8% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 106,154 | $9.14M | 4.3% | −107,386−50.3% | ReducedConverted for a 6-for-1 split | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 144,585 | $8.53M | 4.0% | −194,845−57.4% | Reduced | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 79,461 | $7.42M | 3.5% | +2,281+3.0% | Added | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 132,726 | $7.30M | 3.4% | −140,886−51.5% | Reduced | – |
| Vanguard Malvern FDS922020748 | CORE BD ETF | 87,737 | $6.78M | 3.2% | −88,728−50.3% | Reduced | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 112,872 | $5.47M | 2.6% | −142,677−55.8% | Reduced | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 17,717 | $5.43M | 2.6% | −20,946−54.2% | Reduced | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 117,508 | $4.12M | 1.9% | −81,586−41.0% | Reduced | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 71,289 | $3.85M | 1.8% | −26,757−27.3% | Reduced | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 37,695 | $3.34M | 1.6% | −15,980−29.8% | Reduced | – |
| iShares Tr46434V290 | US SML CAP EQT | 33,862 | $3.02M | 1.4% | −37,797−52.7% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 158,647 | $2.95M | 1.4% | −152,446−49.0% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46139W783 | BULL 2034 CO ETF | 141,877 | $2.93M | 1.4% | −127,357−47.3% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 175,307 | $2.92M | 1.4% | −178,881−50.5% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46139W858 | BULLETSHS 2032 | 140,019 | $2.87M | 1.4% | −150,668−51.8% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 175,107 | $2.87M | 1.4% | −186,614−51.6% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 42,997 | $2.83M | 1.3% | −58,100−57.5% | Reduced | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 59,027 | $2.75M | 1.3% | −38,591−39.5% | Reduced | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 59,271 | $2.67M | 1.3% | −33,630−36.2% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46139W825 | BUL 2033 COR ETF | 124,613 | $2.62M | 1.2% | −141,266−53.1% | Reduced | – |
| iShares Tr46438G372 | IBONDS DEC 2035 | 101,327 | $2.59M | 1.2% | −84,679−45.5% | Reduced | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 34,140 | $2.58M | 1.2% | −32,352−48.7% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 101,040 | $2.49M | 1.2% | −30,069−22.9% | Reduced | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 36,489 | $1.81M | 0.9% | −167,067−82.1% | Reduced | – |
| iShares Tr46435G672 | CORE INTL AGGR | 35,546 | $1.80M | 0.8% | −12,549−26.1% | Reduced | – |
| AAPLApple Inc. | Stock | 5,926 | $1.71M | 0.8% | −19,156−76.4% | Reduced | History |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 9,842 | $1.71M | 0.8% | +5,176+110.9% | Added | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 14,647 | $1.69M | 0.8% | −17,598−54.6% | Reduced | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 20,225 | $1.68M | 0.8% | −17,678−46.6% | Reduced | – |
| iShares Tr46438G604 | IBONDS OCT 2027 | 60,275 | $1.58M | 0.7% | −48,388−44.5% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 80,576 | $1.58M | 0.7% | −72,182−47.3% | Reduced | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 28,600 | $1.55M | 0.7% | −2,705−8.6% | Reduced | – |
| iShares Tr46438G703 | IBONDS OCT 2028 | 58,583 | $1.54M | 0.7% | −50,324−46.2% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 78,481 | $1.53M | 0.7% | −68,555−46.6% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 73,342 | $1.49M | 0.7% | −71,875−49.5% | Reduced | – |
| NVDANVIDIA Corp | Stock | 7,325 | $1.47M | 0.7% | −13,417−64.7% | Reduced | History |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 7,540 | $1.45M | 0.7% | +2,958+64.6% | Added | – |
| iShares Tr46438G505 | IBONDS OCT 2026 | 55,385 | $1.44M | 0.7% | −47,358−46.1% | Reduced | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 21,834 | $1.41M | 0.7% | −36,204−62.4% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 3,749 | $1.40M | 0.7% | −12,514−76.9% | Reduced | History |
| Vanguard World FD921910733 | ESG US STK ETF | 10,310 | $1.36M | 0.6% | −7,132−40.9% | Reduced | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 55,314 | $1.34M | 0.6% | −47,534−46.2% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,716 | $1.29M | 0.6% | +341+24.8% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,458 | $1.05M | 0.5% | −3,630−30.0% | ReducedConverted for a 4-for-1 split | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 33,107 | $1.03M | 0.5% | −20,828−38.6% | Reduced | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 19,548 | $984.2K | 0.5% | −40,275−67.3% | Reduced | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 10,803 | $889.5K | 0.4% | −6,863−38.8% | Reduced | – |
| GEGeneral Electric Co | Stock | 2,377 | $888.4K | 0.4% | −4,820−67.0% | Reduced | History |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 5,336 | $837.6K | 0.4% | −10,971−67.3% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 5,847 | $799.4K | 0.4% | −15,169−72.2% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,910 | $706.8K | 0.3% | −732−27.7% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,668 | $698.4K | 0.3% | −13,044−60.1% | ReducedConverted for a 4-for-1 split | – |
| AMZNAmazon Com Inc | Stock | 2,913 | $694.2K | 0.3% | −4,503−60.7% | Reduced | History |
| iShares Tr46435U663 | ESG AWARE MSCI | 12,379 | $692.4K | 0.3% | −25,999−67.7% | Reduced | – |
| ANETArista Networks, Inc. | Stock | 4,016 | $682.2K | 0.3% | −1,011−20.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 1,881 | $672.4K | 0.3% | −7,010−78.8% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 2,014 | $659.3K | 0.3% | −7,901−79.7% | Reduced | History |
| J P Morgan Exchange Traded F46641Q753 | US VALUE FACTR | 11,085 | $650.0K | 0.3% | −1,055−8.7% | Reduced | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 7,712 | $646.2K | 0.3% | −9,088−54.1% | Reduced | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 11,947 | $597.2K | 0.3% | −20,140−62.8% | Reduced | – |
| CATCaterpillar Inc | Stock | 543 | $578.2K | 0.3% | −1,460−72.9% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 1,516 | $572.8K | 0.3% | −4,007−72.6% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,097 | $548.9K | 0.3% | −6,898−86.3% | Reduced | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 5,505 | $541.1K | 0.3% | −2,530−31.5% | Reduced | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 10,971 | $536.3K | 0.3% | −16,358−59.9% | Reduced | – |
| JNJJohnson & Johnson | Stock | 2,109 | $535.6K | 0.3% | −7,675−78.4% | Reduced | History |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 7,554 | $528.0K | 0.2% | −18,795−71.3% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 704 | $518.2K | 0.2% | −774−52.4% | Reduced | – |
| GEVGE Vernova Inc. | Stock | 437 | $513.5K | 0.2% | −1,240−73.9% | Reduced | History |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 19,935 | $513.2K | 0.2% | −11,322−36.2% | Reduced | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,667 | $494.0K | 0.2% | −2,496−48.3% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 1,393 | $492.2K | 0.2% | −5,173−78.8% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 5,255 | $484.9K | 0.2% | −219−4.0% | Reduced | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 10,733 | $408.5K | 0.2% | −77,906−87.9% | Reduced | – |
| HDHome Depot, Inc. | Stock | 1,138 | $401.4K | 0.2% | −3,396−74.9% | Reduced | History |
| DISWalt Disney Co | Stock | 4,064 | $391.2K | 0.2% | −1,514−27.1% | Reduced | History |
| LRCXLam Research Corp | Stock | 872 | $377.9K | 0.2% | −2,002−69.7% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 660 | $371.9K | 0.2% | −328−33.2% | Reduced | History |
| AMATApplied Materials Inc | Stock | 509 | $368.0K | 0.2% | −1,449−74.0% | Reduced | History |
| Schwab International Equity ETF808524805 | ETF | 12,491 | $346.0K | 0.2% | −278−2.2% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46139W767 | BULLETSHARE 2034 | 13,955 | $344.0K | 0.2% | −9,472−40.4% | Reduced | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 710 | $339.1K | 0.2% | −3,351−82.5% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46139W759 | BULLETSHARES | 16,316 | $334.0K | 0.2% | +13,435+466.3% | Added | – |
| LLYEli Lilly & Co | Stock | 273 | $328.0K | 0.2% | −1,114−80.3% | Reduced | History |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 6,707 | $325.7K | 0.2% | −6,965−50.9% | Reduced | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 12,115 | $305.2K | 0.1% | −5,108−29.7% | Reduced | – |
| ORCLOracle Corp | Stock | 2,081 | $305.0K | 0.1% | −5,044−70.8% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46139W833 | BULLETSHS 32 MUN | 12,085 | $303.8K | 0.1% | −10,214−45.8% | Reduced | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,935 | $299.8K | 0.1% | +2,165+281.2% | Added | – |
| Invesco Exch TRD SLF Idx FD46139W791 | BULLE MUN ETF | 11,565 | $298.4K | 0.1% | −7,863−40.5% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J353 | BULTSHS 2035 MUN | 10,900 | $279.4K | 0.1% | +4,646+74.3% | Added | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 13,360 | $278.4K | 0.1% | −2,915−17.9% | Reduced | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,132 | $274.4K | 0.1% | 00.0% | Unchanged | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 5,152 | $271.8K | 0.1% | −3,818−42.6% | Reduced | – |
| Vanguard Malvern FDS922020755 | CORE-PLUS BD ETF | 3,406 | $264.2K | 0.1% | +3,406 | New | – |
| Vanguard S&P 500 ETF922908363 | ETF | 376 | $258.2K | 0.1% | −1,070−74.0% | Reduced | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 1,560 | $255.0K | 0.1% | −4,015−72.0% | Reduced | – |
Sold out since Q1 2026 (331)
Positions held at the end of Q1 2026 that are gone from this filing.
The largest 100 of 331 by value last quarter.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $3.59M | 0.8% | History |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 18,645 | $840.1K | 0.2% | – |
| Flexshares Tr33939L860 | QUALT DIVD IDX | 8,681 | $686.6K | 0.2% | – |
| CAHCardinal Health Inc | Stock | 2,639 | $557.6K | 0.1% | History |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 9,662 | $437.3K | 0.1% | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 11,175 | $410.6K | 0.1% | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,268 | $369.7K | 0.1% | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 6,135 | $292.8K | 0.1% | History |
| AVYAvery Dennison Corp | COM | 1,600 | $276.3K | 0.1% | History |
| DGXQuest Diagnostics Inc | COM | 1,400 | $274.4K | 0.1% | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 6,529 | $264.2K | 0.1% | History |
| PSXPhillips 66 | Stock | 1,384 | $252.1K | 0.1% | History |
| BAXBaxter International Inc | Stock | 14,571 | $244.8K | 0.1% | History |
| Vanguard Total World Stock ETF922042742 | ETF | 1,633 | $225.9K | <0.1% | – |
| HONHoneywell International Inc | COM | 934 | $211.1K | <0.1% | History |
| XPOXPO, Inc. | COM | 1,075 | $209.1K | <0.1% | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 1,813 | $201.0K | <0.1% | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 1,785 | $178.4K | <0.1% | – |
| American Centy ETF Tr025072760 | MID CAP GRW IMP | 2,675 | $163.4K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 7,090 | $162.9K | <0.1% | – |
| AONAon plc | CL A | 500 | $161.4K | <0.1% | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,608 | $159.8K | <0.1% | – |
| LLoews Corp | COM | 1,200 | $128.1K | <0.1% | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 348 | $127.9K | <0.1% | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 3,825 | $117.7K | <0.1% | – |
| ESEEsco Technologies Inc | COM | 418 | $117.6K | <0.1% | History |
| GRMNGarmin Ltd | SHS | 470 | $109.0K | <0.1% | History |
| MPCMarathon Petroleum Corp | Stock | 440 | $107.4K | <0.1% | History |
| MOAltria Group, Inc. | Stock | 1,532 | $101.1K | <0.1% | History |
| IRMIron Mountain Inc | COM | 972 | $99.2K | <0.1% | History |
| AGCOAGCO Corp | COM | 850 | $98.5K | <0.1% | History |
| TJXTJX Companies Inc | Stock | 597 | $95.3K | <0.1% | History |
| LMTLockheed Martin Corp | Stock | 141 | $85.2K | <0.1% | History |
| iShares Tr46436E601 | ESG MSCI EM LDRS | 1,375 | $79.7K | <0.1% | – |
| VanEck Semiconductor ETF92189F676 | ETF | 200 | $76.7K | <0.1% | – |
| KEYKeycorp | COM | 3,740 | $75.0K | <0.1% | History |
| WPCW. P. Carey Inc. | COM | 1,100 | $74.8K | <0.1% | History |
| APDAir Products & Chemicals, Inc. | Stock | 252 | $73.2K | <0.1% | History |
| SHOPShopify Inc. | Stock | 610 | $72.4K | <0.1% | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,574 | $72.2K | <0.1% | – |
| XELXcel Energy Inc | Stock | 857 | $68.1K | <0.1% | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 1,524 | $67.7K | <0.1% | History |
| First Trust Financials Alphadex Fund33734X135 | ETF | 1,180 | $66.3K | <0.1% | – |
| iShares Tr464287150 | CORE S&P TTL STK | 463 | $65.9K | <0.1% | – |
| RACEFerrari N.V. | COM | 191 | $64.6K | <0.1% | History |
| OHIOmega Healthcare Investors Inc | COM | 1,400 | $61.3K | <0.1% | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 254 | $60.4K | <0.1% | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 547 | $60.0K | <0.1% | – |
| LULUlululemon athletica inc. | Stock | 385 | $58.9K | <0.1% | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,115 | $56.8K | <0.1% | – |
| IRIngersoll Rand Inc. | COM | 705 | $56.5K | <0.1% | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 200 | $55.8K | <0.1% | History |
| GXOGXO Logistics, Inc. | Stock | 1,075 | $55.7K | <0.1% | History |
| BHPBHP Group Ltd | ADR | 751 | $54.6K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E115 | S&P SMLCP INFO | 876 | $52.6K | <0.1% | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 743 | $52.2K | <0.1% | – |
| AEMAgnico Eagle Mines Ltd | Stock | 248 | $50.3K | <0.1% | History |
| STLAStellantis N.V. | SHS | 6,987 | $49.5K | <0.1% | History |
| CMCanadian Imperial Bank of Commerce | COM | 522 | $49.5K | <0.1% | History |
| GPCGenuine Parts Co | Stock | 467 | $49.4K | <0.1% | History |
| SLFSun Life Financial Inc | COM | 789 | $49.4K | <0.1% | History |
| JCIJohnson Controls International plc | Stock | 376 | $49.2K | <0.1% | History |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 522 | $48.7K | <0.1% | – |
| IXOrix Corp | SPONSORED ADR | 1,537 | $46.1K | <0.1% | History |
| CTLPCantaloupe, Inc. | COM | 4,250 | $45.9K | <0.1% | History |
| YUMCYum China Holdings, Inc. | COM | 940 | $45.9K | <0.1% | History |
| UTHRUnited Therapeutics Corp | COM | 75 | $44.5K | <0.1% | History |
| HSYHershey Co | COM | 213 | $44.3K | <0.1% | History |
| DOWDow Inc. | Stock | 1,050 | $43.7K | <0.1% | History |
| CNQCanadian Natural Resources Ltd | COM | 896 | $43.7K | <0.1% | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 245 | $42.5K | <0.1% | History |
| GTLSChart Industries Inc | COM | 200 | $41.4K | <0.1% | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 2,170 | $40.2K | <0.1% | History |
| Invesco Exchange Traded FD T46137V639 | AI AND NEXT GEN | 681 | $39.5K | <0.1% | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 405 | $39.2K | <0.1% | – |
| HALHalliburton Co | Stock | 1,000 | $39.0K | <0.1% | History |
| EMEEMCOR Group, Inc. | Stock | 52 | $38.4K | <0.1% | History |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 1,876 | $37.1K | <0.1% | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 650 | $36.8K | <0.1% | – |
| FASTFastenal Co | Stock | 793 | $36.8K | <0.1% | History |
| USBUS Bancorp DE | COM NEW | 700 | $36.4K | <0.1% | History |
| COINCoinbase Global, Inc. | COM CL A | 200 | $34.9K | <0.1% | History |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 264 | $34.6K | <0.1% | – |
| WTRGEssential Utilities, Inc. | COM | 771 | $31.0K | <0.1% | History |
| BCSBarclays PLC | ADR | 1,451 | $30.7K | <0.1% | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 300 | $30.2K | <0.1% | – |
| NXPINXP Semiconductors N.V. | COM | 144 | $28.3K | <0.1% | History |
| UBSUBS Group AG | Stock | 711 | $27.8K | <0.1% | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 146 | $26.9K | <0.1% | – |
| SOLVSolventum Corp | Stock | 401 | $26.2K | <0.1% | History |
| MKCMcCormick & Co Inc | Stock | 516 | $26.0K | <0.1% | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 353 | $26.0K | <0.1% | – |
| CTSHCognizant Technology Solutions Corp | CL A | 416 | $25.5K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E156 | S&P SMLCP FINL | 437 | $24.8K | <0.1% | – |
| AEEAmeren Corp | COM | 223 | $24.5K | <0.1% | History |
| GLGlobe Life Inc. | COM | 176 | $24.5K | <0.1% | History |
| MELIMercadolibre Inc | COM | 14 | $24.2K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 567 | $23.3K | <0.1% | – |
| NETCloudflare, Inc. | CL A COM | 111 | $22.9K | <0.1% | History |
| EFXEquifax Inc | COM | 125 | $22.5K | <0.1% | History |