HB Wealth Management, LLC
- SEC CIK
- 0001911253
- Latest filing
- Jul 29, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 17, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 1,143
- −54 vs. Q1 2025
- Portfolio value
- $12.5B
- +$597.3M (+5.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,767,509 | $2.36B | 18.9% | −690,926−8.2% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,215,607 | $1.07B | 8.5% | −133,636−2.5% | Reduced | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 8,888,716 | $450.5M | 3.6% | +342,791+4.0% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,418,158 | $443.4M | 3.5% | +517,906+8.8% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 4,366,773 | $416.2M | 3.3% | −421,716−8.8% | Reduced | – |
| American Centy ETF Tr025072885 | US EQT ETF | 3,735,407 | $376.6M | 3.0% | +2,561,165+218.1% | Added | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 7,766,678 | $365.5M | 2.9% | +3,988,832+105.6% | Added | – |
| AAPLApple Inc. | Stock | 1,275,279 | $261.6M | 2.1% | −244,197−16.1% | Reduced | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,279,446 | $251.0M | 2.0% | −199,729−8.1% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 404,054 | $249.6M | 2.0% | −24,129−5.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 643,050 | $235.8M | 1.9% | −42,190−6.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 466,074 | $231.8M | 1.9% | −15,931−3.3% | Reduced | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 6,496,557 | $154.8M | 1.2% | +25,680+0.4% | Added | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 1,457,247 | $146.5M | 1.2% | −2,007,282−57.9% | Reduced | – |
| NVDANVIDIA Corp | Stock | 851,540 | $134.5M | 1.1% | −94,325−10.0% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 974,950 | $131.7M | 1.1% | +13,466+1.4% | Added | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,071,101 | $130.0M | 1.0% | +61,537+6.1% | Added | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 1,696,199 | $125.5M | 1.0% | −311,601−15.5% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 201,722 | $125.2M | 1.0% | +551+0.3% | Added | – |
| AMZNAmazon Com Inc | Stock | 516,398 | $113.3M | 0.9% | −44,212−7.9% | Reduced | History |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 2,774,891 | $110.1M | 0.9% | −348,852−11.2% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 169,234 | $96.1M | 0.8% | +2,263+1.4% | Added | – |
| TROWPrice T Rowe Group Inc | Stock | 881,623 | $85.1M | 0.7% | −165,362−15.8% | Reduced | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,998,568 | $73.3M | 0.6% | −84,716−2.7% | Reduced | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 1,017,842 | $69.8M | 0.6% | −70,859−6.5% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,850,414 | $66.3M | 0.5% | +931,179+101.3% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 135,338 | $65.7M | 0.5% | −27,835−17.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 368,470 | $64.9M | 0.5% | −18,332−4.7% | Reduced | History |
| VVisa Inc. | Stock | 181,658 | $64.5M | 0.5% | −11,289−5.9% | Reduced | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 943,219 | $63.4M | 0.5% | −30,592−3.1% | Reduced | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 1,786,415 | $60.5M | 0.5% | −165,541−8.5% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 212,926 | $58.7M | 0.5% | +17,924+9.2% | Added | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,365,823 | $57.9M | 0.5% | −335,066−19.7% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 322,372 | $57.2M | 0.5% | −23,999−6.9% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 197,166 | $57.2M | 0.5% | −21,978−10.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 74,891 | $55.3M | 0.4% | +342+0.5% | Added | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 605,445 | $55.2M | 0.4% | −146,358−19.5% | Reduced | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 1,111,660 | $52.7M | 0.4% | −8,288−0.7% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 1,779,473 | $52.0M | 0.4% | +203,272+12.9% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 79,057 | $43.6M | 0.3% | −7,948−9.1% | Reduced | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 1,124,949 | $41.9M | 0.3% | −655,265−36.8% | Reduced | – |
| PGProcter & Gamble Co | Stock | 262,161 | $41.8M | 0.3% | −5,503−2.1% | Reduced | History |
| LLYEli Lilly & Co | Stock | 52,801 | $41.2M | 0.3% | −2,494−4.5% | Reduced | History |
| ORCLOracle Corp | Stock | 188,142 | $41.1M | 0.3% | −17,195−8.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 256,200 | $39.1M | 0.3% | −16,934−6.2% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,439,980 | $38.2M | 0.3% | −84,123−5.5% | Reduced | – |
| WMTWalmart Inc. | Stock | 383,704 | $37.5M | 0.3% | −3,556−0.9% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 194,901 | $35.4M | 0.3% | −5,047−2.5% | Reduced | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 181,584 | $35.3M | 0.3% | +6,145+3.5% | Added | – |
| KOCoca Cola Co | Stock | 481,727 | $34.1M | 0.3% | −92,105−16.1% | Reduced | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 633,259 | $32.2M | 0.3% | −6,697−1.0% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 75,137 | $31.9M | 0.3% | +1,318+1.8% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 71,471 | $31.3M | 0.3% | −2,101−2.9% | Reduced | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 865,963 | $30.8M | 0.2% | +865,963 | New | – |
| Schwab International Equity ETF808524805 | ETF | 1,366,254 | $30.2M | 0.2% | −148,227−9.8% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 104,824 | $29.3M | 0.2% | −11,822−10.1% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 82,501 | $29.0M | 0.2% | +102+0.1% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 265,170 | $28.6M | 0.2% | +37,968+16.7% | Added | History |
| TAT&T Inc. | Stock | 981,173 | $28.4M | 0.2% | −69,573−6.6% | Reduced | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 75,373 | $27.6M | 0.2% | −125−0.2% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 248,736 | $27.2M | 0.2% | −283,327−53.3% | Reduced | – |
| TSLATesla, Inc. | Stock | 84,768 | $26.9M | 0.2% | −7,104−7.7% | Reduced | History |
| MAMastercard Inc | Stock | 47,717 | $26.8M | 0.2% | −2,523−5.0% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 374,690 | $26.0M | 0.2% | −12,156−3.1% | Reduced | History |
| ACNAccenture plc | Stock | 81,565 | $24.4M | 0.2% | −51,849−38.9% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 24,128 | $23.9M | 0.2% | −2,699−10.1% | Reduced | History |
| MCDMcDonalds Corp | Stock | 81,340 | $23.8M | 0.2% | −4,112−4.8% | Reduced | History |
| ABTAbbott Laboratories | Stock | 173,334 | $23.6M | 0.2% | −4,477−2.5% | Reduced | History |
| CVXChevron Corp | Stock | 162,762 | $23.3M | 0.2% | −13,667−7.7% | Reduced | History |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 277,374 | $23.2M | 0.2% | +37,224+15.5% | Added | – |
| RTXRTX Corp | Stock | 156,368 | $22.8M | 0.2% | −7,075−4.3% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 116,152 | $21.6M | 0.2% | −10,632−8.4% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 71,770 | $21.2M | 0.2% | −5,553−7.2% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 29 | $21.1M | 0.2% | −5−14.7% | Reduced | History |
| NFLXNetflix Inc | Stock | 15,768 | $21.1M | 0.2% | −1,702−9.7% | Reduced | History |
| HONHoneywell International Inc | COM | 88,704 | $20.7M | 0.2% | +4,099+4.8% | Added | History |
| AXPAmerican Express Co | Stock | 59,986 | $19.1M | 0.2% | −3,498−5.5% | Reduced | History |
| iShares Core High Dividend ETF46429B663 | ETF | 160,896 | $18.9M | 0.2% | +353+0.2% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 198,521 | $17.7M | 0.1% | −10,036−4.8% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 74,160 | $17.6M | 0.1% | +7,626+11.5% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 274,356 | $17.5M | 0.1% | +46,937+20.6% | Added | – |
| iShares Select Dividend ETF464287168 | ETF | 129,405 | $17.2M | 0.1% | +73,079+129.7% | Added | – |
| TXNTexas Instruments Inc | Stock | 82,589 | $17.1M | 0.1% | −1,497−1.8% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 56,228 | $17.1M | 0.1% | −18,859−25.1% | Reduced | History |
| PEPPepsiCo Inc | Stock | 128,707 | $17.0M | 0.1% | −10,969−7.9% | Reduced | History |
| iShares Inc464286525 | MSCI GBL MIN VOL | 140,799 | $16.7M | 0.1% | −38,236−21.4% | Reduced | – |
| AB Active ETFs Inc00039J822 | INTL LOW VOLATLT | 389,495 | $16.2M | 0.1% | −403−0.1% | Reduced | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 147,671 | $16.1M | 0.1% | −20,889−12.4% | Reduced | – |
| CATCaterpillar Inc | Stock | 41,441 | $16.1M | 0.1% | −2,674−6.1% | Reduced | History |
| BACBank of America Corp | Stock | 333,256 | $15.8M | 0.1% | −20,669−5.8% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 196,775 | $15.6M | 0.1% | −805−0.4% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 48,952 | $15.3M | 0.1% | −15,828−24.4% | Reduced | History |
| iShares Tr464287549 | EXPND TEC SC ETF | 134,875 | $15.2M | 0.1% | −9,146−6.4% | Reduced | – |
| SOSouthern Co | Stock | 162,606 | $14.9M | 0.1% | −14,324−8.1% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 81,855 | $14.9M | 0.1% | −10,106−11.0% | Reduced | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 192,486 | $14.9M | 0.1% | −20,751−9.7% | Reduced | – |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 434,135 | $14.9M | 0.1% | +228,819+111.4% | Added | – |
| NEENextera Energy Inc | Stock | 203,354 | $14.1M | 0.1% | −6,498−3.1% | Reduced | History |
| ZZillow Group, Inc. | CL C CAP STK | 200,780 | $14.1M | 0.1% | +200,780 | New | History |
| AMGNAmgen Inc | Stock | 49,873 | $13.9M | 0.1% | −3,107−5.9% | Reduced | History |
Options (18)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $6.86M | $35.2M |
| TROWPrice T Rowe Group Inc | Stock | $10.0M | – |
| iShares MSCI Eafe ETF464287465 | ETF | – | $6.70M |
| MKCMcCormick & Co Inc | Stock | $4.86M | – |
| AAPLApple Inc. | Stock | $4.66M | – |
| NVDANVIDIA Corp | Stock | $3.82M | – |
| AXSMAxsome Therapeutics, Inc. | COM | $2.60M | – |
| iShares Russell 2000 ETF464287655 | ETF | – | $2.31M |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $1.56M |
| DISWalt Disney Co | Stock | $1.14M | – |
| PWRQuanta Services, Inc. | COM | $1.13M | – |
| NUENucor Corp | COM | $971.5K | – |
| ALGNAlign Technology Inc | COM | $927.7K | – |
| PRUPrudential Financial Inc | Stock | $848.8K | – |
| BXBlackstone Inc. | COM | $792.8K | – |
| SYKStryker Corp | Stock | $316.5K | – |
| AMZNAmazon Com Inc | Stock | $307.3K | – |
| FISVFiserv Inc | Stock | $293.1K | – |
Sold out since Q1 2025 (150)
Positions held at the end of Q1 2025 that are gone from this filing.
The largest 100 of 150 by value last quarter.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| NDSNNordson Corp | COM | 42,866 | $8.65M | 0.1% | History |
| First Tr Dow Jones Select Mi33718M105 | COM SHS ANNUAL | 45,000 | $2.80M | <0.1% | – |
| UUnity Software Inc. | COM | 111,563 | $2.19M | <0.1% | History |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 30,149 | $2.05M | <0.1% | History |
| SFBSServisFirst Bancshares, Inc. | COM | 19,179 | $1.58M | <0.1% | History |
| DFSDiscover Financial Services | COM | 7,144 | $1.22M | <0.1% | History |
| GLDDGreat Lakes Dredge & Dock CORP | COM | 133,585 | $1.16M | <0.1% | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 41,465 | $1.05M | <0.1% | – |
| iShares Tr46435U135 | CYBERSECURITY | 21,023 | $987.7K | <0.1% | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 21,609 | $857.7K | <0.1% | – |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 37,975 | $841.5K | <0.1% | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 16,375 | $838.1K | <0.1% | – |
| TILEInterface Inc | COM | 39,995 | $793.5K | <0.1% | History |
| ETF Ser Solutions26922A198 | AAM LW DUR PFD | 36,510 | $737.5K | <0.1% | – |
| CKPTCheckpoint Therapeutics, Inc. | COM NEW | 180,560 | $729.5K | <0.1% | History |
| VSEEVsee Health, Inc. | COM | 602,652 | $723.2K | <0.1% | History |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 6,740 | $698.3K | <0.1% | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 7,596 | $695.3K | <0.1% | – |
| TGTredegar Corp | COM | 89,580 | $689.8K | <0.1% | History |
| SUISun Communities Inc | COM | 5,361 | $689.6K | <0.1% | History |
| BERYBerry Global Group, Inc. | COM | 9,519 | $664.5K | <0.1% | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 13,211 | $645.0K | <0.1% | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 13,242 | $640.3K | <0.1% | – |
| SUSuncor Energy Inc | Stock | 15,904 | $615.8K | <0.1% | History |
| SPDR Series Trust78468R721 | STATE STREET SPD | 13,580 | $612.1K | <0.1% | – |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 16,477 | $609.3K | <0.1% | – |
| SWSmurfit Westrock plc | Stock | 13,440 | $605.6K | <0.1% | History |
| BNY Mellon ETF Trust09661T602 | CORE BOND ETF | 14,300 | $602.5K | <0.1% | – |
| iShares Flexible Income Active ETF092528603 | ETF | 10,278 | $538.4K | <0.1% | – |
| CADLCandel Therapeutics, Inc. | COM | 94,300 | $532.8K | <0.1% | History |
| iShares Tr46435G326 | CORE MSCI INTL | 7,269 | $500.8K | <0.1% | – |
| MRCCMonroe Capital Corp | COM | 58,414 | $455.6K | <0.1% | History |
| WTRGEssential Utilities, Inc. | COM | 11,303 | $446.8K | <0.1% | History |
| PRGPROG Holdings, Inc. | Stock | 16,371 | $435.5K | <0.1% | History |
| EYENational Vision Holdings, Inc. | COM | 32,297 | $412.8K | <0.1% | History |
| AUBAtlantic Union Bankshares Corp | COM | 13,206 | $411.3K | <0.1% | History |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | SPON ADR RP 10 | 78,313 | $408.8K | <0.1% | History |
| Victory Portfolios II92647N873 | VCSHS US SMCP HG | 6,752 | $387.6K | <0.1% | – |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 13,378 | $373.4K | <0.1% | History |
| HASHasbro, Inc. | COM | 5,961 | $366.6K | <0.1% | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 3,885 | $359.4K | <0.1% | History |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 263,200 | $358.0K | <0.1% | History |
| EVHEvolent Health, Inc. | CL A | 37,515 | $355.3K | <0.1% | History |
| 2023 ETF Series Trust88339Y102 | EAGLE CAPITAL SE | 12,250 | $343.1K | <0.1% | – |
| EHCEncompass Health Corp | COM | 3,346 | $338.9K | <0.1% | History |
| MTDMettler Toledo International Inc | COM | 280 | $331.1K | <0.1% | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 7,134 | $328.7K | <0.1% | – |
| ATLCAtlanticus Holdings Corp | COM | 6,376 | $326.1K | <0.1% | History |
| KBRKBR, Inc. | COM | 6,297 | $313.7K | <0.1% | History |
| LRNStride, Inc. | COM | 2,435 | $308.0K | <0.1% | History |
| iShares Tr464288588 | MBS ETF | 3,232 | $303.1K | <0.1% | – |
| CWCurtiss Wright Corp | Stock | 955 | $303.0K | <0.1% | History |
| MLIMueller Industries Inc | COM | 3,926 | $298.9K | <0.1% | History |
| SKTTanger Inc. | COM | 8,605 | $290.8K | <0.1% | History |
| VNOMViper Energy, Inc. | COM | 6,405 | $289.2K | <0.1% | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 2,872 | $289.1K | <0.1% | – |
| COLDAmericold Realty Trust | COM | 13,464 | $288.9K | <0.1% | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 6,431 | $288.8K | <0.1% | History |
| SESea Ltd | SPONSORD ADS | 2,188 | $285.6K | <0.1% | History |
| CHCOCity Holding Co | COM | 2,390 | $280.8K | <0.1% | History |
| GMEDGlobus Medical Inc | Stock | 3,804 | $278.5K | <0.1% | History |
| AIZAssurant, Inc. | Stock | 1,305 | $273.7K | <0.1% | History |
| OGEOGE Energy Corp. | COM | 5,878 | $270.2K | <0.1% | History |
| EIXEdison International | Stock | 4,514 | $266.0K | <0.1% | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 6,091 | $264.9K | <0.1% | History |
| RVTYRevvity, Inc. | COM | 2,494 | $263.9K | <0.1% | History |
| PFGCPerformance Food Group Co | COM | 3,322 | $261.2K | <0.1% | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,191 | $260.6K | <0.1% | – |
| XUnited States Steel Corp | COM | 6,138 | $259.4K | <0.1% | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,692 | $259.3K | <0.1% | – |
| FBINFortune Brands Innovations, Inc. | COM | 4,220 | $256.9K | <0.1% | History |
| AGOAssured Guaranty Ltd | COM | 2,862 | $252.1K | <0.1% | History |
| WWayfair Inc. | CL A | 7,799 | $249.8K | <0.1% | History |
| OKTAOkta, Inc. | CL A | 2,315 | $243.6K | <0.1% | History |
| ZMZoom Communications, Inc. | Stock | 3,289 | $242.6K | <0.1% | History |
| REXRRexford Industrial Realty, Inc. | COM | 6,145 | $240.6K | <0.1% | History |
| DOCUDocuSign, Inc. | Stock | 2,941 | $239.4K | <0.1% | History |
| NOVTNovanta Inc | COM | 1,868 | $238.9K | <0.1% | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 9,505 | $236.3K | <0.1% | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 2,475 | $235.9K | <0.1% | – |
| AMHAmerican Homes 4 Rent | CL A | 6,230 | $235.6K | <0.1% | History |
| MHKMohawk Industries Inc | COM | 2,056 | $234.8K | <0.1% | History |
| GHCGraham Holdings Co | COM CL B | 243 | $233.6K | <0.1% | History |
| WTMWhite Mountains Insurance Group Ltd | COM | 121 | $233.0K | <0.1% | History |
| MGYMagnolia Oil & Gas Corp | CL A | 9,194 | $232.2K | <0.1% | History |
| HTGCHercules Capital, Inc. | COM | 12,089 | $232.2K | <0.1% | History |
| SAIASaia Inc | COM | 664 | $232.1K | <0.1% | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 2,942 | $230.7K | <0.1% | – |
| ONTOOnto Innovation Inc. | COM | 1,899 | $230.4K | <0.1% | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 11,247 | $230.2K | <0.1% | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 4,524 | $229.4K | <0.1% | – |
| TGTXTG Therapeutics, Inc. | COM | 5,816 | $229.3K | <0.1% | History |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 10,459 | $227.2K | <0.1% | – |
| AFGAmerican Financial Group Inc | COM | 1,720 | $225.9K | <0.1% | History |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 4,116 | $224.0K | <0.1% | – |
| KIMKimco Realty Corp | COM | 10,434 | $221.6K | <0.1% | History |
| Ea Series Trust02072L722 | STRI US ENER ETF | 7,432 | $220.7K | <0.1% | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 10,517 | $218.2K | <0.1% | – |
| TDSTelephone & Data Systems Inc | COM NEW | 5,579 | $216.1K | <0.1% | History |
| ELSEquity Lifestyle Properties Inc | COM | 3,230 | $215.4K | <0.1% | History |