V Wealth Advisors 13F annual report
V Wealth Advisors is an investment fund managing more than $119 billion ran by Brett Lange. There are currently 95 companies in Mr. Lange’s portfolio. The largest investments include Spdr S&p 500 Etf Tr and Apple Inc, together worth $30.8 billion.
Limited to 30 biggest holdings
$119 billion Assets Under Management (AUM)
As of 8th November 2023, V Wealth Advisors’s top holding is 48,813 shares of Spdr S&p 500 Etf Tr currently worth over $20.9 billion and making up 17.5% of the portfolio value.
In addition, the fund holds 57,848 shares of Apple Inc worth $9.9 billion, whose value grew 8.9% in the past six months.
The third-largest holding is Microsoft worth $5.94 billion and the next is Amazon.com worth $5.64 billion, with 44,390 shares owned.
Currently, V Wealth Advisors's portfolio is worth at least $119 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 V Wealth Advisors
The V Wealth Advisors office and employees reside in Overland Park, Kansas. According to the last 13-F report filed with the SEC, Brett Lange serves as the Chief Compliance Officer at V Wealth Advisors.
Recent trades
In the most recent 13F filing, V Wealth Advisors revealed that it had opened a new position in
Crowdstrike Inc and bought 2,981 shares worth $499 million.
This means they effectively own approximately 0.1% of the company.
Crowdstrike Inc makes up
2.1%
of the fund's Technology sector allocation and has grown its share price by 40.2% in the past year.
The investment fund also strengthened its position in Conocophillips by buying
145 additional shares.
This makes their stake in Conocophillips total 4,400 shares worth $527 million.
On the other hand, there are companies that V Wealth Advisors is getting rid of from its portfolio.
V Wealth Advisors closed its position in American Centy Etf Tr on 15th November 2023.
It sold the previously owned 625,820 shares for $41.6 billion.
Brett Lange also disclosed a decreased stake in Spdr S&p 500 Etf Tr by 0.4%.
This leaves the value of the investment at $20.9 billion and 48,813 shares.
One of the smallest hedge funds
The two most similar investment funds to V Wealth Advisors are Diker Management and Aufman Associates Inc. They manage $119 billion and $119 billion respectively.
Brett Lange investment strategy
V Wealth Advisors’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 19.6% of
the total portfolio value.
The fund focuses on investments in the United States as
56.8% 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
58% of the total holdings value.
On the other hand, small-cap stocks make up only 2.1% of the portfolio.
The average market cap of the portfolio companies is close to $232 billion.
The complete list of V Wealth Advisors trades based on 13F SEC filings
These positions were updated on November 15th 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 S&p 500 Etf Tr |
41.69%
48,813
|
$20,866,548,000 | 17.50% |
| American Centy Etf Tr |
Closed
625,820
|
$41,556,368,000 | |
| Invesco Exchange Traded Fd T |
Closed
92,768
|
$12,202,233,000 | |
| Apple Inc |
71.80%
57,848
|
$9,904,175,000 | 8.30% |
| Spdr Ser Tr |
Closed
646,963
|
$23,112,696,000 | |
| Vanguard Index Fds |
Closed
76,715
|
$11,718,534,000 | |
| Wisdomtree Tr |
Closed
218,430
|
$10,255,541,000 | |
| Microsoft Corporation |
73.93%
18,799
|
$5,935,509,000 | 4.98% |
| Amazon.com Inc. |
62.19%
44,390
|
$5,642,857,000 | 4.73% |
| NVIDIA Corp |
61.40%
12,819
|
$5,576,251,000 | 4.68% |
| Pacer Fds Tr |
Closed
105,346
|
$4,350,794,000 | |
| Lam Research Corp. |
Closed
5,970
|
$3,837,796,000 | |
| Evergy Inc |
Closed
60,678
|
$3,544,806,000 | |
| Invesco Exch Traded Fd Tr Ii |
Closed
97,846
|
$6,667,131,000 | |
| Berkshire Hathaway Inc. |
68.39%
9,075
|
$3,710,099,000 | 3.11% |
| Vanguard Specialized Funds |
Closed
19,372
|
$3,146,672,000 | |
| Ishares Tr |
32.49%
58,534
|
$5,753,643,000 | 4.82% |
| Walmart Inc |
59.25%
18,917
|
$3,025,383,000 | 2.54% |
| Ishares Tr |
Closed
118,558
|
$15,799,963,000 | |
| Select Sector Spdr Tr |
Closed
46,067
|
$3,867,129,000 | |
| Vanguard World Fds |
Closed
13,902
|
$2,988,486,000 | |
| Visa Inc |
68.50%
11,701
|
$2,691,282,000 | 2.26% |
| Aflac Inc. |
Closed
38,041
|
$2,655,275,000 | |
| Moodys Corp |
Closed
7,312
|
$2,542,530,000 | |
| Thermo Fisher Scientific Inc. |
Closed
4,844
|
$2,527,321,000 | |
| Dexcom Inc |
Closed
18,906
|
$2,429,601,000 | |
| Vanguard Index Fds |
69.70%
15,314
|
$4,111,096,000 | 3.45% |
| Parker-Hannifin Corp. |
Closed
5,714
|
$2,228,686,000 | |
| LKQ Corp |
Closed
37,766
|
$2,200,620,000 | |
| Brown & Brown, Inc. |
Closed
30,457
|
$2,096,660,000 | |
| Oracle Corp. |
35.24%
18,567
|
$1,966,613,000 | 1.65% |
| Fs Kkr Cap Corp |
Closed
99,309
|
$1,904,757,000 | |
| Union Pac Corp |
Closed
9,180
|
$1,878,467,000 | |
| Proshares Tr |
Closed
184,352
|
$2,498,726,000 | |
| JPMorgan Chase & Co. |
65.46%
11,987
|
$1,738,364,000 | 1.46% |
| DocuSign Inc |
Closed
33,269
|
$1,699,713,000 | |
| Mastercard Incorporated |
54.27%
4,257
|
$1,685,236,000 | 1.41% |
| Procter And Gamble Co |
67.89%
11,474
|
$1,673,654,000 | 1.40% |
| Home Depot, Inc. |
76.73%
5,418
|
$1,637,197,000 | 1.37% |
| Zebra Technologies Corporati |
Closed
5,233
|
$1,548,197,000 | |
| Lululemon Athletica inc. |
38.35%
3,986
|
$1,537,041,000 | 1.29% |
| Progressive Corp. |
Closed
11,527
|
$1,525,830,000 | |
| J P Morgan Exchange Traded F |
Closed
40,801
|
$2,000,266,000 | |
| Advisorshares Tr |
Closed
66,431
|
$1,502,000,000 | |
| Alphabet Inc |
75.98%
17,150
|
$2,250,457,000 | 1.89% |
| Cadence Design System Inc |
38.95%
6,031
|
$1,413,063,000 | 1.18% |
| Spdr Gold Tr |
Closed
7,924
|
$1,412,618,000 | |
| Wp Carey Inc |
Closed
20,630
|
$1,393,737,000 | |
| Ares Capital Corp |
Closed
73,006
|
$1,371,775,000 | |
| Salesforce Inc |
43.14%
6,580
|
$1,334,292,000 | 1.12% |
| Icon Plc |
Closed
5,058
|
$1,265,511,000 | |
| Pgim Etf Tr |
80.15%
25,362
|
$1,255,167,000 | 1.05% |
| Netflix Inc. |
53.18%
3,191
|
$1,204,922,000 | 1.01% |
| Lockheed Martin Corp. |
Closed
2,439
|
$1,122,942,000 | |
| Pepsico Inc |
69.51%
6,627
|
$1,122,843,000 | 0.94% |
| AT&T Inc. |
Closed
69,172
|
$1,103,306,000 | |
| Tidal Etf Tr |
14.06%
72,116
|
$1,102,113,000 | 0.92% |
| Ark Etf Tr |
Closed
28,753
|
$1,332,820,000 | |
| Verizon Communications Inc |
Closed
27,930
|
$1,038,725,000 | |
| CDW Corp |
Closed
5,608
|
$1,029,091,000 | |
| Vanguard Tax-managed Fds |
Closed
22,268
|
$1,028,313,000 | |
| Dimensional Etf Trust |
Closed
71,112
|
$2,245,670,000 | |
| Westlake Corporation |
Closed
8,500
|
$1,015,500,000 | |
| First Tr Multi Cap Growth Al |
Closed
9,507
|
$1,003,245,000 | |
| Exxon Mobil Corp. |
73.72%
8,371
|
$984,262,000 | 0.83% |
| Starbucks Corp. |
Closed
9,816
|
$972,373,000 | |
| Invesco Currencyshares Japan |
Closed
15,035
|
$970,368,000 | |
| Valero Energy Corp. |
Closed
8,226
|
$964,987,000 | |
| Adobe Systems Incorporated |
Closed
1,969
|
$962,833,000 | |
| Abbott Labs |
Closed
8,731
|
$951,867,000 | |
| Coca-Cola Co |
Closed
15,631
|
$941,272,000 | |
| Invesco Exch Trd Slf Idx Fd |
Closed
48,783
|
$928,121,000 | |
| Invesco Actively Managed Etf |
Closed
36,722
|
$1,759,972,000 | |
| Grainger W W Inc |
Closed
1,155
|
$910,684,000 | |
| Seagate Technology Hldngs Pl |
Closed
14,655
|
$906,681,000 | |
| Honeywell International Inc |
Closed
4,293
|
$890,757,000 | |
| Emerson Elec Co |
Closed
9,745
|
$880,884,000 | |
| Ppg Inds Inc |
21.30%
6,746
|
$875,605,000 | 0.73% |
| Schwab Strategic Tr |
Closed
30,619
|
$1,389,758,000 | |
| Commerce Bancshares, Inc. |
Closed
17,640
|
$859,053,000 | |
| Spdr Dow Jones Indl Average |
41.48%
2,547
|
$853,118,000 | 0.72% |
| Caterpillar Inc. |
67.49%
3,005
|
$820,252,000 | 0.69% |
| First Tr Exchange-traded Fd |
Closed
33,738
|
$2,048,335,000 | |
| Advanced Micro Devices Inc. |
50.57%
7,807
|
$802,716,000 | 0.67% |
| Deere & Co. |
71.91%
2,087
|
$787,592,000 | 0.66% |
| Zoetis Inc |
54.35%
4,474
|
$778,387,000 | 0.65% |
| Enphase Energy Inc |
Closed
4,392
|
$735,573,000 | |
| Qualcomm, Inc. |
42.31%
6,408
|
$711,715,000 | 0.60% |
| Franklin Templeton Etf Tr |
Closed
33,063
|
$695,496,000 | |
| Merck & Co Inc |
66.23%
6,755
|
$695,406,000 | 0.58% |
| First Tr Nas100 Eq Weighted |
Closed
6,472
|
$691,836,000 | |
| Duke Energy Corp. |
Closed
7,659
|
$687,278,000 | |
| Unitedhealth Group Inc |
Closed
1,429
|
$686,710,000 | |
| Magellan Midstream Prtnrs Lp |
Closed
10,641
|
$663,165,000 | |
| Eli Lilly & Co |
58.87%
1,217
|
$653,591,000 | 0.55% |
| VanEck ETF Trust |
Closed
18,279
|
$651,843,000 | |
| Shopify Inc |
Closed
10,090
|
$651,814,000 | |
| Snowflake Inc. |
45.52%
4,192
|
$640,412,000 | 0.54% |
| Franklin Etf Tr |
Closed
7,063
|
$631,719,000 | |
| Raytheon Technologies Corp |
Closed
6,442
|
$631,100,000 | |
| Chipotle Mexican Grill |
Closed
294
|
$628,866,000 | |
| Vanguard Intl Equity Index F |
Closed
15,439
|
$628,067,000 | |
| Axon Enterprise Inc |
43.38%
3,150
|
$626,819,000 | 0.53% |
| Comcast Corp New |
Closed
14,902
|
$619,155,000 | |
| Wisdomtree Tr |
23.02%
19,200
|
$614,785,000 | 0.52% |
| Cloudflare Inc |
25.34%
9,700
|
$611,488,000 | 0.51% |
| Disney Walt Co |
29.05%
7,470
|
$605,443,000 | 0.51% |
| Old Dominion Freight Line In |
87.98%
1,476
|
$603,891,000 | 0.51% |
| Solaredge Technologies Inc |
Closed
2,202
|
$592,448,000 | |
| Cisco Sys Inc |
72.51%
10,983
|
$590,443,000 | 0.50% |
| Vanguard Whitehall Fds |
46.83%
5,705
|
$589,441,000 | 0.49% |
| Phillips 66 |
52.22%
4,905
|
$589,359,000 | 0.49% |
| Schwab Strategic Tr |
36.47%
16,903
|
$915,826,000 | 0.77% |
| The Southern Co. |
Closed
8,224
|
$577,767,000 | |
| Consolidated Edison, Inc. |
Closed
6,330
|
$572,218,000 | |
| Novo-nordisk A S |
Closed
3,382
|
$547,310,000 | |
| Indexiq Active Etf Tr |
Closed
11,207
|
$534,742,000 | |
| NextEra Energy Inc |
63.75%
9,278
|
$531,529,000 | 0.45% |
| Conocophillips |
3.41%
4,400
|
$527,180,000 | 0.44% |
| Eaton Corp Plc |
Closed
2,601
|
$523,015,000 | |
| Mcdonalds Corp |
68.39%
1,980
|
$521,606,000 | 0.44% |
| Alibaba Group Hldg Ltd |
138.61%
5,772
|
$500,663,000 | 0.42% |
| Crowdstrike Holdings Inc |
Opened
2,981
|
$498,960,000 | 0.42% |
| Northrop Grumman Corp. |
Closed
1,081
|
$492,554,000 | |
| CVS Health Corp |
Closed
7,014
|
$484,910,000 | |
| Alliant Energy Corp. |
50.00%
10,000
|
$484,500,000 | 0.41% |
| Innovator Etfs Tr |
Closed
34,109
|
$1,088,833,000 | |
| Arista Networks Inc |
49.40%
2,592
|
$476,747,000 | 0.40% |
| Coinbase Global Inc |
Closed
6,607
|
$472,734,000 | |
| Roku Inc |
57.55%
6,626
|
$467,729,000 | 0.39% |
| Morgan Stanley |
Closed
5,468
|
$466,892,000 | |
| Philip Morris International Inc |
Closed
4,736
|
$462,299,000 | |
| Becton Dickinson & Co |
Closed
1,741
|
$459,727,000 | |
| Linde Plc. |
Closed
1,188
|
$452,923,000 | |
| Blackstone Inc |
Closed
4,858
|
$451,585,000 | |
| Global X Fds |
Closed
44,348
|
$1,157,050,000 | |
| Travelers Companies Inc. |
Closed
2,592
|
$450,134,000 | |
| American Express Co. |
Closed
2,575
|
$448,601,000 | |
| Paychex Inc. |
55.16%
3,872
|
$446,558,000 | 0.37% |
| PayPal Holdings Inc |
44.65%
7,541
|
$440,847,000 | 0.37% |
| Abbvie Inc |
79.80%
2,937
|
$437,793,000 | 0.37% |
| Nuveen Mun Value Fd Inc |
Closed
49,850
|
$433,695,000 | |
| Astrazeneca plc |
Closed
6,040
|
$432,283,000 | |
| Palo Alto Networks Inc |
51.58%
1,842
|
$431,838,000 | 0.36% |
| Meta Platforms Inc |
70.91%
1,397
|
$419,393,000 | 0.35% |
| Pfizer Inc. |
59.89%
12,433
|
$412,397,000 | 0.35% |
| Wheaton Precious Metals Corp |
Closed
9,527
|
$411,757,000 | |
| Ishares Gold Tr |
Closed
11,295
|
$411,030,000 | |
| American Tower Corp. |
Closed
2,103
|
$407,833,000 | |
| Intel Corp. |
57.86%
11,436
|
$406,556,000 | 0.34% |
| Vanguard World Fd |
Closed
3,886
|
$403,211,000 | |
| Chewy Inc |
Opened
21,907
|
$400,022,000 | 0.34% |
| VanEck ETF Trust |
79.28%
5,260
|
$398,940,000 | 0.33% |
| Ford Mtr Co Del |
Closed
26,124
|
$395,265,000 | |
| Fastenal Co. |
Closed
6,690
|
$394,597,000 | |
| Waste Mgmt Inc Del |
Closed
2,271
|
$393,916,000 | |
| Graniteshares Etf Tr |
Closed
19,052
|
$393,424,000 | |
| Prudential Finl Inc |
Closed
4,424
|
$390,270,000 | |
| First Tr Exchange Traded Fd |
Closed
3,700
|
$388,913,000 | |
| Bristol-Myers Squibb Co. |
Closed
6,039
|
$386,197,000 | |
| Pinterest Inc |
26.30%
14,260
|
$385,448,000 | 0.32% |
| Freeport-McMoRan Inc |
Closed
9,410
|
$376,408,000 | |
| Cbre Group Inc |
Closed
4,658
|
$375,949,000 | |
| Aon plc. |
Closed
1,081
|
$373,161,000 | |
| Texas Instrs Inc |
41.84%
2,337
|
$371,568,000 | 0.31% |
| Danaher Corp. |
48.92%
1,494
|
$370,733,000 | 0.31% |
| Fair, Isaac Corp. |
54.20%
425
|
$369,125,000 | 0.31% |
| Costco Whsl Corp New |
81.88%
650
|
$367,474,000 | 0.31% |
| Ameren Corp. |
Closed
4,484
|
$366,209,000 | |
| Graniteshares Gold Tr |
Closed
19,194
|
$364,881,000 | |
| Zoom Video Communications In |
Closed
5,363
|
$364,008,000 | |
| Atlassian Corporation |
47.37%
1,800
|
$362,718,000 | 0.30% |
| Southwest Airls Co |
Closed
9,938
|
$359,867,000 | |
| Accenture Plc Ireland |
Closed
1,161
|
$358,386,000 | |
| Main Str Cap Corp |
Closed
8,915
|
$356,867,000 | |
| Etf Ser Solutions |
Closed
10,504
|
$353,595,000 | |
| General Mls Inc |
Closed
4,574
|
$350,793,000 | |
| Analog Devices Inc. |
Closed
1,796
|
$349,916,000 | |
| Mckesson Corporation |
Closed
818
|
$349,574,000 | |
| John Hancock Exchange Traded |
Closed
7,002
|
$347,948,000 | |
| Entergy Corp. |
Closed
3,561
|
$346,735,000 | |
| Invesco Exch Trd Slf Idx Fd |
Opened
7,474
|
$342,616,000 | 0.29% |
| Uber Technologies Inc |
Closed
7,906
|
$341,303,000 | |
| Exelon Corp. |
Closed
8,315
|
$338,750,000 | |
| Illinois Tool Wks Inc |
Closed
1,347
|
$337,002,000 | |
| Schwab Charles Corp |
Closed
5,889
|
$333,780,000 | |
| Bank America Corp |
76.73%
12,146
|
$332,560,000 | 0.28% |
| International Business Machs |
Closed
2,480
|
$331,843,000 | |
| IQVIA Holdings Inc |
44.54%
1,675
|
$329,556,000 | 0.28% |
| Sprott Inc. |
Closed
10,100
|
$327,240,000 | |
| American Elec Pwr Co Inc |
Closed
3,826
|
$322,156,000 | |
| Kimberly-Clark Corp. |
Closed
2,331
|
$321,742,000 | |
| Lowes Cos Inc |
56.26%
1,545
|
$321,128,000 | 0.27% |
| Kroger Co. |
Closed
6,809
|
$320,015,000 | |
| Oneok Inc. |
80.62%
5,045
|
$320,004,000 | 0.27% |
| Hershey Company |
Closed
1,268
|
$316,613,000 | |
| Johnson & Johnson |
84.70%
1,964
|
$305,965,000 | 0.26% |
| C.H. Robinson Worldwide, Inc. |
Closed
3,184
|
$300,373,000 | |
| Boeing Co. |
49.89%
1,566
|
$300,171,000 | 0.25% |
| NIO Inc |
Closed
30,587
|
$296,394,000 | |
| McCormick & Co., Inc. |
Closed
3,362
|
$293,267,000 | |
| Sysco Corp. |
Closed
3,951
|
$293,160,000 | |
| Chevron Corp. |
75.32%
1,729
|
$291,528,000 | 0.24% |
| Truist Finl Corp |
Closed
9,545
|
$289,704,000 | |
| Ishares Inc |
Closed
7,135
|
$506,141,000 | |
| General Mtrs Co |
Closed
7,271
|
$280,356,000 | |
| Cameco Corp. |
Closed
8,934
|
$279,902,000 | |
| United Parcel Service, Inc. |
75.68%
1,795
|
$279,786,000 | 0.23% |
| Ameriprise Finl Inc |
Closed
838
|
$278,272,000 | |
| BP plc |
55.40%
7,149
|
$276,796,000 | 0.23% |
| Blackrock Inc. |
Closed
399
|
$275,643,000 | |
| Altria Group Inc. |
Closed
6,045
|
$273,871,000 | |
| Select Sector Spdr Tr |
61.30%
3,265
|
$479,007,000 | 0.40% |
| Vanguard Scottsdale Fds |
Closed
4,670
|
$269,620,000 | |
| Novartis AG |
Closed
2,662
|
$268,574,000 | |
| TE Connectivity Ltd |
Closed
1,905
|
$267,003,000 | |
| Amerisourcebergen Corp |
Closed
1,376
|
$264,784,000 | |
| Abrdn Gold Etf Trust |
10.06%
14,888
|
$263,369,000 | 0.22% |
| Pool Corporation |
Closed
697
|
$261,125,000 | |
| CMS Energy Corporation |
Closed
4,444
|
$261,085,000 | |
| Allstate Corp (The) |
55.17%
2,326
|
$259,140,000 | 0.22% |
| Target Corp |
77.37%
2,341
|
$258,790,000 | 0.22% |
| Spdr S&p Midcap 400 Etf Tr |
Closed
539
|
$258,322,000 | |
| Taiwan Semiconductor Mfg Ltd |
Closed
2,550
|
$257,378,000 | |
| Cummins Inc. |
43.55%
1,121
|
$256,198,000 | 0.21% |
| Canadian Pacific Kansas City |
83.20%
3,440
|
$255,970,000 | 0.21% |
| General Dynamics Corp. |
Closed
1,190
|
$255,955,000 | |
| Ishares Silver Tr |
Closed
12,076
|
$252,270,000 | |
| Janus Detroit Str Tr |
Closed
5,048
|
$251,643,000 | |
| Us Bancorp Del |
Closed
7,612
|
$251,507,000 | |
| Northern Lts Fd Tr Iv |
Closed
5,815
|
$250,556,000 | |
| CSX Corp. |
Closed
7,186
|
$245,014,000 | |
| WEC Energy Group Inc |
Closed
2,769
|
$244,350,000 | |
| Price T Rowe Group Inc |
45.75%
2,329
|
$244,252,000 | 0.20% |
| Discover Finl Svcs |
Closed
2,078
|
$242,814,000 | |
| Upstart Holdings, Inc. |
Closed
6,742
|
$241,431,000 | |
| Marsh & McLennan Cos., Inc. |
Closed
1,279
|
$240,554,000 | |
| Vanguard Star Fds |
No change
4,485
|
$240,037,000 | 0.20% |
| Nxp Semiconductors N V |
Closed
1,171
|
$239,666,000 | |
| Airbnb, Inc. |
Closed
1,868
|
$239,403,000 | |
| Etf Ser Solutions |
8.19%
2,378
|
$238,287,000 | 0.20% |
| Trade Desk Inc |
Closed
3,075
|
$237,451,000 | |
| Unum Group |
Closed
4,975
|
$237,309,000 | |
| Applied Matls Inc |
Closed
1,629
|
$235,363,000 | |
| Tesla Inc |
87.04%
925
|
$231,453,000 | 0.19% |
| Agnico Eagle Mines Ltd |
31.10%
5,042
|
$229,149,000 | 0.19% |
| Micron Technology Inc. |
Closed
3,620
|
$228,491,000 | |
| Ulta Beauty Inc |
39.81%
570
|
$227,687,000 | 0.19% |
| Vanguard Whitehall Fds |
Closed
3,026
|
$227,197,000 | |
| Gallagher Arthur J & Co |
Closed
1,029
|
$225,938,000 | |
| Vanguard Bd Index Fds |
Closed
3,076
|
$223,603,000 | |
| Bhp Group Ltd |
Closed
3,744
|
$223,423,000 | |
| Constellation Energy Corp |
Closed
2,439
|
$223,276,000 | |
| AMGEN Inc. |
75.37%
825
|
$221,598,000 | 0.19% |
| Nike, Inc. |
Closed
2,002
|
$220,947,000 | |
| Constellation Brands, Inc. |
Closed
895
|
$220,329,000 | |
| Piper Sandler Companies |
Opened
1,500
|
$217,965,000 | 0.18% |
| Bank New York Mellon Corp |
Closed
4,892
|
$217,804,000 | |
| Netapp Inc |
Closed
2,850
|
$217,740,000 | |
| American Centy Etf Tr |
81.95%
3,202
|
$215,809,000 | 0.18% |
| Air Prods & Chems Inc |
Closed
717
|
$214,815,000 | |
| Fidelity Comwlth Tr |
32.71%
4,120
|
$214,199,000 | 0.18% |
| ServiceNow Inc |
57.27%
376
|
$210,169,000 | 0.18% |
| Block Inc |
Closed
3,141
|
$209,100,000 | |
| Martin Marietta Matls Inc |
Closed
452
|
$208,684,000 | |
| Heartland Finl Usa Inc |
Closed
7,450
|
$207,632,000 | |
| Dow Inc |
Closed
3,887
|
$207,028,000 | |
| Automatic Data Processing In |
Closed
939
|
$206,349,000 | |
| Enterprise Prods Partners L |
80.76%
7,486
|
$204,904,000 | 0.17% |
| Fortinet Inc |
Closed
2,696
|
$203,792,000 | |
| Litman Gregory Fds Tr |
Closed
7,370
|
$203,633,000 | |
| Kinder Morgan Inc |
Closed
11,716
|
$201,755,000 | |
| SoFi Technologies, Inc. |
Closed
24,094
|
$200,943,000 | |
| Skyworks Solutions, Inc. |
Closed
1,815
|
$200,902,000 | |
| Barrick Gold Corp. |
Closed
11,045
|
$186,989,000 | |
| Blue Owl Capital Corporation |
72.69%
13,065
|
$180,951,000 | 0.15% |
| Eaton Vance Tax-managed Buy- |
Closed
13,595
|
$173,745,000 | |
| Highland Opportunities |
Closed
15,793
|
$142,608,000 | |
| Energy Transfer L P |
Closed
11,090
|
$140,839,000 | |
| Iteris Inc. |
Closed
32,200
|
$127,512,000 | |
| Antero Midstream Corp |
Closed
10,976
|
$127,324,000 | |
| Eaton Vance Tax-managed Glob |
Closed
13,488
|
$110,874,000 | |
| Fs Credit Opportunities Corp |
Closed
21,999
|
$104,496,000 | |
| Invesco High Income 2024 Tar |
Closed
10,490
|
$74,269,000 | |
| Sirius XM Holdings Inc |
Closed
15,117
|
$68,479,000 | |
| Etf Managers Tr |
Closed
10,660
|
$31,874,000 | |
| Aclarion Inc |
Closed
10,000
|
$6,900,000 | |
| No transactions found | |||
| Showing first 500 out of 287 holdings | |||
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