Leo Wealth, LLC
- SEC CIK
- 0001912202
- Latest filing
- May 5, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 286
- −99 vs. Q2 2025
- Portfolio value
- $771.3M
- −$514.8M (−40.0%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AFRMAffirm Holdings, Inc. | COM CL A | 924,770 | $67.6M | 8.8% | −73,321−7.3% | Reduced | History |
| Vanguard World FD921910733 | ESG US STK ETF | 377,107 | $44.7M | 5.8% | −301,539−44.4% | Reduced | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 617,714 | $42.9M | 5.6% | −198,298−24.3% | Reduced | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 242,356 | $31.6M | 4.1% | −197,603−44.9% | Reduced | – |
| JNJJohnson & Johnson | Stock | 164,419 | $30.5M | 4.0% | −218,466−57.1% | Reduced | History |
| American Centy ETF Tr025072885 | US EQT ETF | 267,315 | $29.1M | 3.8% | −197,809−42.5% | Reduced | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 471,246 | $23.7M | 3.1% | −62,190−11.7% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 92,331 | $20.3M | 2.6% | −41,888−31.2% | Reduced | History |
| AAPLApple Inc. | Stock | 77,349 | $19.7M | 2.6% | −56,501−42.2% | Reduced | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 159,749 | $15.4M | 2.0% | −217,490−57.7% | Reduced | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 193,969 | $14.3M | 1.8% | −96,761−33.3% | Reduced | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 95,113 | $10.6M | 1.4% | −125,666−56.9% | Reduced | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 112,721 | $10.5M | 1.4% | −127,989−53.2% | Reduced | – |
| BLKBlackRock, Inc. | Stock | 7,998 | $9.33M | 1.2% | −832−9.4% | Reduced | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 116,089 | $9.26M | 1.2% | −61,247−34.5% | Reduced | – |
| HONHoneywell International Inc | COM | 42,697 | $8.99M | 1.2% | −588−1.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 16,571 | $8.58M | 1.1% | −24,155−59.3% | Reduced | History |
| MCDMcDonalds Corp | Stock | 28,053 | $8.52M | 1.1% | −1,058−3.6% | Reduced | History |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 92,282 | $8.18M | 1.1% | −47,890−34.2% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,692 | $7.79M | 1.0% | −2,058−15.0% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 35,613 | $7.68M | 1.0% | −1,674−4.5% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 15,153 | $7.62M | 1.0% | −15,602−50.7% | Reduced | History |
| Franklin Templeton ETF Tr35473P819 | FTSE CHINA | 283,933 | $7.39M | 1.0% | −27,577−8.9% | Reduced | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 156,252 | $7.14M | 0.9% | −236,054−60.2% | Reduced | – |
| NVDANVIDIA Corp | Stock | 37,663 | $7.03M | 0.9% | −35,741−48.7% | Reduced | History |
| SBACSba Communications Corp | CL A | 36,223 | $7.00M | 0.9% | −133−0.4% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 11,190 | $6.85M | 0.9% | −3,948−26.1% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 24,004 | $5.84M | 0.8% | −4,612−16.1% | Reduced | History |
| iShares Inc464286251 | JP MRG EM CRP BD | 123,531 | $5.71M | 0.7% | −82,151−39.9% | Reduced | – |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 256,556 | $5.49M | 0.7% | −160,880−38.5% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,225 | $5.38M | 0.7% | −12,905−53.5% | Reduced | – |
| iShares Tr46435G672 | CORE INTL AGGR | 101,523 | $5.20M | 0.7% | −20,355−16.7% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 42,322 | $5.03M | 0.7% | +34+0.1% | Added | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 198,247 | $4.83M | 0.6% | −1,723−0.9% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,888 | $4.74M | 0.6% | −7,189−47.7% | Reduced | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 175,785 | $4.49M | 0.6% | +1,740+1.0% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,567 | $4.40M | 0.6% | −3,453−34.5% | Reduced | – |
| IBMInternational Business Machines Corp | Stock | 15,128 | $4.27M | 0.6% | −1,484−8.9% | Reduced | History |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 171,934 | $4.04M | 0.5% | +14,769+9.4% | Added | – |
| SPDR Series Trust78468R440 | STATE STRET SPDR | 137,719 | $3.95M | 0.5% | −1,187−0.9% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,102 | $3.80M | 0.5% | −26−0.3% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 10,413 | $3.44M | 0.4% | −5,303−33.7% | Reduced | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 38,215 | $3.42M | 0.4% | −30,442−44.3% | Reduced | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 123,875 | $3.12M | 0.4% | −27,612−18.2% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,368 | $3.07M | 0.4% | −1,527−14.0% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 4,184 | $3.07M | 0.4% | −4,174−49.9% | Reduced | History |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 53,174 | $3.06M | 0.4% | −72,621−57.7% | Reduced | – |
| iShares Inc464286517 | JP MORGAN EM ETF | 74,052 | $3.05M | 0.4% | −53,899−42.1% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 50,712 | $3.04M | 0.4% | −55,096−52.1% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 8,478 | $3.01M | 0.4% | −1,376−14.0% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 40,439 | $2.97M | 0.4% | −5,302−11.6% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 12,649 | $2.93M | 0.4% | −9,927−44.0% | Reduced | History |
| VZVerizon Communications Inc | Stock | 66,051 | $2.90M | 0.4% | −24,153−26.8% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 41,758 | $2.86M | 0.4% | −16,155−27.9% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 15,268 | $2.85M | 0.4% | −7,925−34.2% | Reduced | – |
| PFEPfizer Inc | Stock | 108,302 | $2.76M | 0.4% | −21,721−16.7% | Reduced | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 18,284 | $2.66M | 0.3% | −109−0.6% | Reduced | – |
| TAT&T Inc. | Stock | 93,781 | $2.65M | 0.3% | −42,497−31.2% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 14,596 | $2.61M | 0.3% | −1,200−7.6% | Reduced | History |
| BIIBBiogen Inc. | COM | 18,112 | $2.54M | 0.3% | −11−0.1% | Reduced | History |
| KVUEKenvue Inc. | Stock | 152,246 | $2.47M | 0.3% | −1,146−0.7% | Reduced | History |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 110,260 | $2.44M | 0.3% | +39,252+55.3% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 47,189 | $2.39M | 0.3% | +8,541+22.1% | Added | – |
| GOOGAlphabet Inc. | Stock | 9,781 | $2.38M | 0.3% | −10,569−51.9% | Reduced | History |
| FEFirstenergy Corp | COM | 51,488 | $2.36M | 0.3% | +16,385+46.7% | Added | History |
| KMBKimberly Clark Corp | Stock | 18,497 | $2.30M | 0.3% | −2,760−13.0% | Reduced | History |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 102,584 | $2.30M | 0.3% | −2,345−2.2% | Reduced | – |
| DUKDuke Energy CORP | Stock | 18,382 | $2.27M | 0.3% | −6,973−27.5% | Reduced | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 28,413 | $2.17M | 0.3% | −2,432−7.9% | Reduced | History |
| CMCSAComcast Corp | Stock | 68,951 | $2.17M | 0.3% | +34,443+99.8% | Added | History |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 95,401 | $2.15M | 0.3% | −1,709−1.8% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 19,014 | $2.14M | 0.3% | −30,950−61.9% | Reduced | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,594 | $2.13M | 0.3% | −87−1.9% | Reduced | History |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 86,112 | $2.09M | 0.3% | −40,010−31.7% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 30,487 | $1.99M | 0.3% | −2,675−8.1% | Reduced | – |
| ABTAbbott Laboratories | Stock | 14,821 | $1.99M | 0.3% | −3,278−18.1% | Reduced | History |
| GISGeneral Mills Inc | Stock | 37,353 | $1.88M | 0.2% | −10,461−21.9% | Reduced | History |
| TSLATesla, Inc. | Stock | 4,161 | $1.85M | 0.2% | −2,467−37.2% | Reduced | History |
| VGMInvesco Trust for Investment Grade Municipals | COM | 181,794 | $1.84M | 0.2% | −52,760−22.5% | Reduced | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 161,121 | $1.84M | 0.2% | −47,280−22.7% | Reduced | History |
| MMUWestern Asset Managed Municipals Fund Inc. | COM | 171,450 | $1.77M | 0.2% | −52,452−23.4% | Reduced | History |
| CVXChevron Corp | Stock | 11,261 | $1.75M | 0.2% | −8,011−41.6% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 20,770 | $1.74M | 0.2% | −17,348−45.5% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 38,101 | $1.72M | 0.2% | −7,131−15.8% | Reduced | History |
| NVSNovartis AG | ADR | 13,280 | $1.70M | 0.2% | −3,100−18.9% | Reduced | History |
| BLEBlackRock Municipal Income Trust II | COM | 162,835 | $1.70M | 0.2% | −49,501−23.3% | Reduced | History |
| MVFBlackRock Munivest Fund, Inc. | COM | 247,632 | $1.70M | 0.2% | −75,194−23.3% | Reduced | History |
| iShares Russell Midcap ETF464287499 | ETF | 17,511 | $1.69M | 0.2% | +58+0.3% | Added | – |
| LLYEli Lilly & Co | Stock | 2,007 | $1.53M | 0.2% | −2,099−51.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 4,803 | $1.52M | 0.2% | −4,950−50.8% | Reduced | History |
| iShares Tr46435U432 | IBONDS DEC 25 | 56,526 | $1.51M | 0.2% | 00.0% | Unchanged | – |
| VICIVici Properties Inc. | COM | 46,416 | $1.51M | 0.2% | +39,145+538.4% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 27,227 | $1.48M | 0.2% | −13,971−33.9% | Reduced | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 67,083 | $1.47M | 0.2% | +7,472+12.5% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 27,744 | $1.47M | 0.2% | +733+2.7% | Added | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 32,882 | $1.46M | 0.2% | −531−1.6% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 1,836 | $1.46M | 0.2% | −1,016−35.6% | Reduced | History |
| EXCExelon Corp | Stock | 32,412 | $1.46M | 0.2% | +916+2.9% | Added | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 22,353 | $1.45M | 0.2% | +1,569+7.5% | Added | – |
| SNYSanofi | SPONSORED ADR | 30,261 | $1.43M | 0.2% | +2,919+10.7% | Added | History |
Sold out since Q2 2025 (118)
Positions held at the end of Q2 2025 that are gone from this filing.
The largest 100 of 118 by value last quarter.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 366,552 | $26.6M | 2.1% | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 267,931 | $16.8M | 1.3% | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 553,870 | $16.2M | 1.3% | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 598,265 | $12.4M | 1.0% | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 252,279 | $5.89M | 0.5% | – |
| EMREmerson Electric Co | Stock | 37,574 | $5.01M | 0.4% | History |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 217,208 | $4.79M | 0.4% | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 206,218 | $4.76M | 0.4% | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 151,944 | $4.57M | 0.4% | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 87,289 | $4.11M | 0.3% | – |
| CCICrown Castle Inc. | REIT | 37,115 | $3.81M | 0.3% | History |
| DBX ETF Tr233051820 | XTRACK MSCI ALL | 95,729 | $3.51M | 0.3% | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 59,202 | $3.22M | 0.2% | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 14,225 | $3.20M | 0.2% | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 36,298 | $2.91M | 0.2% | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 137,037 | $2.67M | 0.2% | – |
| UBERUber Technologies, Inc | Stock | 21,305 | $1.99M | 0.2% | History |
| CRMSalesforce, Inc. | Stock | 7,260 | $1.98M | 0.2% | History |
| iShares Tr46434V456 | MSCI INTL QUALTY | 41,099 | $1.78M | 0.1% | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 7,032 | $1.73M | 0.1% | – |
| ASMLASML Holding NV | ADR | 2,009 | $1.61M | 0.1% | History |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 29,345 | $1.39M | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 62,384 | $1.34M | 0.1% | – |
| FISVFiserv Inc | Stock | 7,344 | $1.27M | 0.1% | History |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 18,776 | $1.11M | 0.1% | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,646 | $864.3K | 0.1% | History |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 19,957 | $830.0K | 0.1% | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 4,970 | $817.3K | 0.1% | – |
| RTXRTX Corp | Stock | 5,336 | $779.2K | 0.1% | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 13,470 | $765.7K | 0.1% | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 41,167 | $746.4K | 0.1% | History |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 14,183 | $721.4K | 0.1% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 8,979 | $706.6K | 0.1% | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 10,924 | $653.3K | 0.1% | – |
| BARGraniteShares Gold Trust | SHS BEN INT | 16,907 | $561.9K | <0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 22,066 | $541.5K | <0.1% | – |
| CVSCVS Health Corp | Stock | 7,793 | $537.6K | <0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 23,216 | $527.1K | <0.1% | – |
| CATCaterpillar Inc | Stock | 1,299 | $504.1K | <0.1% | History |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 9,799 | $493.1K | <0.1% | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 15,101 | $480.2K | <0.1% | – |
| ENBEnbridge Inc | Stock | 10,534 | $477.4K | <0.1% | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,013 | $476.9K | <0.1% | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 19,321 | $472.2K | <0.1% | – |
| MDTMedtronic plc | Stock | 5,342 | $465.7K | <0.1% | History |
| ROSTRoss Stores, Inc. | COM | 3,624 | $462.4K | <0.1% | History |
| iShares Inc464286293 | ASIA/PAC DIV ETF | 11,870 | $456.7K | <0.1% | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,490 | $455.2K | <0.1% | – |
| LOWLowes Companies Inc | Stock | 1,970 | $437.0K | <0.1% | History |
| ETNEaton Corp plc | Stock | 1,211 | $432.4K | <0.1% | History |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 10,113 | $429.2K | <0.1% | – |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 5,415 | $418.7K | <0.1% | – |
| UPSUnited Parcel Service Inc | Stock | 4,123 | $416.2K | <0.1% | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,233 | $416.0K | <0.1% | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 8,266 | $414.3K | <0.1% | – |
| KHCKraft Heinz Co | Stock | 15,446 | $398.8K | <0.1% | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,798 | $397.5K | <0.1% | – |
| iShares Tr46434V886 | HDG MSCI JAPAN | 8,465 | $379.2K | <0.1% | – |
| GNTYGuaranty Bancshares Inc | COM | 8,760 | $371.8K | <0.1% | History |
| PARPar Technology Corp | COM | 5,316 | $368.8K | <0.1% | History |
| COPConocoPhillips | Stock | 3,999 | $358.9K | <0.1% | History |
| Vanguard Health Care ETF92204A504 | ETF | 1,429 | $354.8K | <0.1% | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 7,572 | $350.9K | <0.1% | – |
| TXNTexas Instruments Inc | Stock | 1,680 | $348.9K | <0.1% | History |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 7,303 | $346.4K | <0.1% | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 6,220 | $344.6K | <0.1% | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 4,414 | $341.4K | <0.1% | – |
| KKellanova | Stock | 4,274 | $339.9K | <0.1% | History |
| SYYSysco Corp | Stock | 4,444 | $336.3K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E214 | S&P INTL QULTY | 10,117 | $333.7K | <0.1% | – |
| WisdomTree Tr97717X172 | US HGH YLD CORP | 7,163 | $330.2K | <0.1% | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 4,743 | $329.8K | <0.1% | – |
| TGTTarget Corp | Stock | 3,310 | $326.5K | <0.1% | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 7,389 | $312.3K | <0.1% | – |
| METMetlife Inc | Stock | 3,791 | $304.9K | <0.1% | History |
| DOWDow Inc. | Stock | 11,364 | $300.9K | <0.1% | History |
| iShares Tr464289420 | RUS TP200 VL ETF | 3,534 | $297.6K | <0.1% | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,090 | $294.5K | <0.1% | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,164 | $292.0K | <0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 14,178 | $290.5K | <0.1% | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,758 | $288.2K | <0.1% | – |
| CLXClorox Co | Stock | 2,372 | $284.8K | <0.1% | History |
| SBUXStarbucks Corp | Stock | 3,079 | $282.1K | <0.1% | History |
| DDOGDatadog, Inc. | CL A COM | 2,012 | $270.3K | <0.1% | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,975 | $266.2K | <0.1% | – |
| OMCOmnicom Group Inc. | COM | 3,689 | $265.4K | <0.1% | History |
| TDGTransDigm Group INC | COM | 172 | $261.6K | <0.1% | History |
| Fidelity Covington Trust31609A107 | ENHANCED LARGE | 8,084 | $256.8K | <0.1% | – |
| KMIKinder Morgan, Inc. | Stock | 8,712 | $256.1K | <0.1% | History |
| ESEversource Energy | Stock | 4,015 | $255.4K | <0.1% | History |
| GDGeneral Dynamics Corp | Stock | 872 | $254.5K | <0.1% | History |
| ADPAutomatic Data Processing Inc | Stock | 819 | $252.7K | <0.1% | History |
| COINCoinbase Global, Inc. | COM CL A | 714 | $250.3K | <0.1% | History |
| American Centy ETF Tr025072307 | US QUALITY GROW | 2,293 | $250.2K | <0.1% | – |
| DISWalt Disney Co | Stock | 2,004 | $248.5K | <0.1% | History |
| AMATApplied Materials Inc | Stock | 1,336 | $244.5K | <0.1% | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,692 | $240.5K | <0.1% | – |
| UNPUnion Pacific Corp | Stock | 1,024 | $235.6K | <0.1% | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 831 | $232.5K | <0.1% | – |
| OKEONEOK Inc | COM | 2,816 | $229.8K | <0.1% | History |