Prime Capital Investment Advisors 13F annual report
Prime Capital Investment Advisors is an investment fund managing more than $6.63 trillion ran by Anthony Woodard. There are currently 946 companies in Mr. Woodard’s portfolio. The largest investments include Vanguard Index Fds Total Stk Mkt and Invesco Qqq Tr Unit Ser 1, together worth $527 billion.
Limited to 30 biggest holdings
$6.63 trillion Assets Under Management (AUM)
As of 18th January 2024, Prime Capital Investment Advisors’s top holding is 1,406,568 shares of Vanguard Index Fds Total Stk Mkt currently worth over $334 billion and making up 5.0% of the portfolio value.
In addition, the fund holds 471,371 shares of Invesco Qqq Tr Unit Ser 1 worth $193 billion.
The third-largest holding is Ishares Tr Us Treas Bd Etf worth $191 billion and the next is Spdr S&p 500 Etf Tr Tr Unit worth $190 billion, with 399,667 shares owned.
Currently, Prime Capital Investment Advisors's portfolio is worth at least $6.63 trillion. 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 Prime Capital Investment Advisors
The Prime Capital Investment Advisors office and employees reside in Overland Park, Kansas. According to the last 13-F report filed with the SEC, Anthony Woodard serves as the Chief Compliance Officer at Prime Capital Investment Advisors.
Recent trades
In the most recent 13F filing, Prime Capital Investment Advisors revealed that it had opened a new position in
Ishares Tr Hdg Msci Eafe and bought 713,883 shares worth $22.5 billion.
The investment fund also strengthened its position in Invesco Qqq Tr Unit Ser 1 by buying
43,633 additional shares.
This makes their stake in Invesco Qqq Tr Unit Ser 1 total 471,371 shares worth $193 billion.
On the other hand, there are companies that Prime Capital Investment Advisors is getting rid of from its portfolio.
Prime Capital Investment Advisors closed its position in Listed Fd Tr B A D Etf on 24th January 2024.
It sold the previously owned 630,471 shares for $7.72 billion.
Anthony Woodard also disclosed a decreased stake in Vanguard Index Fds Total Stk Mkt by approximately 0.1%.
This leaves the value of the investment at $334 billion and 1,406,568 shares.
One of the largest hedge funds
The two most similar investment funds to Prime Capital Investment Advisors are Partners Value Investments L.P. and Iconiq Capital. They manage $6.6 trillion and $6.58 trillion respectively.
Anthony Woodard investment strategy
Prime Capital Investment Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 5.6% of
the total portfolio value.
The fund focuses on investments in the United States as
20.1% 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
16% of the total holdings value.
On the other hand, small-cap stocks make up only 0.5% of the portfolio.
The average market cap of the portfolio companies is close to $63.8 billion.
The complete list of Prime Capital Investment Advisors trades based on 13F SEC filings
These positions were updated on January 24th 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 |
|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt |
2.98%
1,406,568
|
$333,666,135,000 | 5.04% |
| Invesco Qqq Tr Unit Ser 1 |
10.20%
471,371
|
$193,035,807,000 | 2.91% |
| Ishares Tr Us Treas Bd Etf |
30,577.35%
8,307,734
|
$191,410,183,000 | 2.89% |
| Spdr S&p 500 Etf Tr Tr Unit |
0.37%
399,667
|
$189,965,668,000 | 2.87% |
| Apple Inc |
21.77%
958,795
|
$184,596,898,000 | 2.79% |
| Schwab Strategic Tr Us Lrg Cap Etf |
2.40%
3,127,714
|
$176,403,063,000 | 2.66% |
| Vanguard Index Fds S&p 500 Etf Shs |
2,578.09%
361,890
|
$158,073,426,000 | 2.39% |
| Ishares Tr Core Us Aggbd Et |
37.00%
1,426,943
|
$141,624,044,000 | 2.14% |
| Microsoft Corp Com |
23.63%
365,382
|
$137,398,149,000 | 2.07% |
| Ishares Tr Core S&p Ttl Stk |
33.41%
1,286,786
|
$135,408,504,000 | 2.04% |
| Schwab Strategic Tr Intl Eqty Etf |
0.47%
3,608,378
|
$133,365,667,000 | 2.01% |
| Schwab Strategic Tr Us Mid-cap Etf |
0.34%
1,718,778
|
$129,458,323,000 | 1.95% |
| Vanguard Index Fds Value Etf |
27.70%
692,508
|
$103,529,996,000 | 1.56% |
| Ishares Tr Sp Smcp600vl Etf |
1.00%
975,339
|
$100,528,239,000 | 1.52% |
| Vanguard Mun Bd Fds Tax Exempt Bd |
20.66%
1,781,909
|
$90,966,448,000 | 1.37% |
| Amazon.com Inc. |
18.28%
539,123
|
$81,914,354,000 | 1.24% |
| Ishares Tr Core Msci Total |
1.76%
1,206,880
|
$78,362,733,000 | 1.18% |
| Vanguard Bd Index Fds Total Bnd Mrkt |
27.06%
1,024,249
|
$75,333,519,000 | 1.14% |
| Ishares Tr Msci Usa Qlt Fct |
6.61%
483,847
|
$71,193,187,000 | 1.07% |
| Vanguard Bd Index Fds Short Trm Bond |
220.02%
902,047
|
$69,475,648,000 | 1.05% |
| Nvidia Corporation Com |
15.19%
128,276
|
$63,524,880,000 | 0.96% |
| Ishares Tr National Mun Etf |
102.07%
571,192
|
$61,922,948,000 | 0.93% |
| Wisdomtree Tr Intl Qulty Div |
12.51%
1,656,264
|
$60,072,686,000 | 0.91% |
| Ishares Tr Core S&p500 Etf |
116.16%
119,856
|
$57,247,001,000 | 0.86% |
| Vanguard Intl Equity Index F Ftse Pacific Etf |
1.63%
786,669
|
$56,663,784,000 | 0.86% |
| Vanguard Intl Equity Index F Ftse Europe Etf |
3.35%
878,476
|
$56,644,112,000 | 0.85% |
| Alphabet Inc Cap Stk Cl A |
40.41%
357,386
|
$49,923,291,000 | 0.75% |
| Schwab Strategic Tr Us Lcap Gr Etf |
0.34%
589,019
|
$48,865,015,000 | 0.74% |
| Vanguard Charlotte Fds Total Int Bd Etf |
20.55%
961,055
|
$47,442,474,000 | 0.72% |
| Wisdomtree Tr Us Qtly Div Grt |
19.47%
666,982
|
$46,875,495,000 | 0.71% |
| Berkshire Hathaway Inc Del Cl B New |
24.02%
130,288
|
$46,468,628,000 | 0.70% |
| Eli Lilly & Co Com |
12.96%
78,045
|
$45,493,763,000 | 0.69% |
| Home Depot, Inc. |
28.92%
127,469
|
$44,174,331,000 | 0.67% |
| Ishares Tr Core Msci Eafe |
4,175.10%
590,220
|
$41,521,962,000 | 0.63% |
| Schwab Strategic Tr Us Tips Etf |
20.09%
781,316
|
$40,784,708,000 | 0.62% |
| Broadcom Inc. |
29.50%
35,949
|
$40,128,251,000 | 0.61% |
| Vanguard Index Fds Real Estate Etf |
23.09%
436,761
|
$38,592,225,000 | 0.58% |
| Johnson & Johnson Com |
52.98%
235,357
|
$36,889,786,000 | 0.56% |
| Ishares Tr Core Intl Aggr |
2.16%
711,928
|
$35,454,000,000 | 0.54% |
| Walmart Inc |
24.81%
221,922
|
$34,986,010,000 | 0.53% |
| Visa Inc |
66.41%
130,645
|
$34,013,318,000 | 0.51% |
| Ishares Tr 10-20 Yr Trs Etf |
3.56%
312,559
|
$33,837,642,000 | 0.51% |
| Ishares Tr 7-10 Yr Trsy Bd |
78.65%
347,618
|
$33,506,904,000 | 0.51% |
| Vanguard Specialized Funds Div App Etf |
2.00%
196,399
|
$33,466,391,000 | 0.51% |
| Chevron Corp New Com |
23.56%
218,599
|
$32,606,249,000 | 0.49% |
| Costco Whsl Corp New Com |
30.45%
48,857
|
$32,249,641,000 | 0.49% |
| Unitedhealth Group Inc |
3.30%
60,872
|
$32,047,067,000 | 0.48% |
| Abbvie Inc |
10.45%
201,186
|
$31,177,864,000 | 0.47% |
| Vanguard Bd Index Fds Intermed Term |
268.61%
388,919
|
$29,705,626,000 | 0.45% |
| Adobe Inc |
36.44%
49,643
|
$29,617,211,000 | 0.45% |
| Schwab Strategic Tr Us Sml Cap Etf |
1.25%
625,140
|
$29,531,634,000 | 0.45% |
| Ishares Tr Broad Usd High |
29.90%
785,319
|
$28,546,352,000 | 0.43% |
| Select Sector Spdr Tr Sbi Healthcare |
22.92%
209,194
|
$28,529,855,000 | 0.43% |
| Pepsico Inc Com |
11.38%
167,242
|
$28,404,404,000 | 0.43% |
| Jpmorgan Chase & Co Com |
22.11%
163,840
|
$27,869,247,000 | 0.42% |
| Meta Platforms Inc |
28.29%
77,433
|
$27,408,203,000 | 0.41% |
| J P Morgan Exchange Traded F Equity Premium |
16.78%
493,225
|
$27,117,486,000 | 0.41% |
| Exxon Mobil Corp Com |
26.32%
268,734
|
$26,867,994,000 | 0.41% |
| Alphabet Inc Cap Stk Cl C |
21.59%
188,665
|
$26,588,503,000 | 0.40% |
| Procter And Gamble Co Com |
27.01%
178,861
|
$26,210,330,000 | 0.40% |
| Advanced Micro Devices Inc. |
0.45%
164,461
|
$24,243,196,000 | 0.37% |
| Rtx Corporation Com |
25.66%
284,467
|
$23,935,060,000 | 0.36% |
| Merck & Co Inc |
22.13%
210,359
|
$22,933,327,000 | 0.35% |
| Mastercard Incorporated |
42.80%
52,818
|
$22,527,467,000 | 0.34% |
| Ishares Tr Hdg Msci Eafe |
Opened
713,883
|
$22,494,439,000 | 0.34% |
| Ishares Tr Core S&p Scp Etf |
268.12%
203,263
|
$22,003,225,000 | 0.33% |
| Schwab Strategic Tr Us Lcap Va Etf |
1.88%
311,343
|
$21,825,151,000 | 0.33% |
| Honeywell Intl Inc Com |
48.62%
101,031
|
$21,187,199,000 | 0.32% |
| Vanguard Index Fds Growth Etf |
427.90%
67,460
|
$20,971,993,000 | 0.32% |
| Nike, Inc. |
56.25%
193,142
|
$20,969,390,000 | 0.32% |
| Boeing Co Com |
3.13%
79,914
|
$20,830,379,000 | 0.31% |
| Becton Dickinson & Co Com |
1,794.03%
85,402
|
$20,823,687,000 | 0.31% |
| Ishares Tr Ishs 1-5yr Invs |
12.44%
397,459
|
$20,379,692,000 | 0.31% |
| Tesla Inc |
7.17%
75,507
|
$18,762,037,000 | 0.28% |
| Select Sector Spdr Tr Sbi Cons Stpls |
24.95%
257,220
|
$18,527,552,000 | 0.28% |
| Ishares Tr 0-5 Yr Tips Etf |
1.63%
183,781
|
$18,118,928,000 | 0.27% |
| Lockheed Martin Corp Com |
42.67%
39,897
|
$18,083,017,000 | 0.27% |
| Alps Etf Tr Alerian Mlp |
2.37%
424,636
|
$18,055,531,000 | 0.27% |
| Dimensional Etf Trust Us Core Equity 2 |
3,987.81%
613,130
|
$17,921,787,000 | 0.27% |
| Starbucks Corp Com |
31.36%
185,892
|
$17,847,454,000 | 0.27% |
| Dimensional Etf Trust Emgr Cre Eqt Mng |
33.77%
738,027
|
$17,793,825,000 | 0.27% |
| Disney Walt Co Com |
21.19%
192,865
|
$17,413,768,000 | 0.26% |
| Proshares Tr S&p 500 Dv Arist |
1.57%
179,592
|
$17,097,169,000 | 0.26% |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem |
35.22%
339,923
|
$16,972,379,000 | 0.26% |
| Spdr Ser Tr Nuveen Blmbrg Sh |
2,238.70%
349,986
|
$16,725,812,000 | 0.25% |
| Mcdonalds Corp Com |
16.05%
55,914
|
$16,578,978,000 | 0.25% |
| Salesforce Inc |
20.30%
62,985
|
$16,573,949,000 | 0.25% |
| Deere & Co Com |
14.90%
40,014
|
$16,000,565,000 | 0.24% |
| Ishares Tr Tips Bd Etf |
17.22%
148,497
|
$15,961,906,000 | 0.24% |
| Accenture Plc Ireland Shs Class A |
144.87%
45,176
|
$15,852,584,000 | 0.24% |
| Blackstone Inc |
32.11%
120,825
|
$15,818,468,000 | 0.24% |
| Spdr Ser Tr Bloomberg High Y |
2,515.88%
165,271
|
$15,656,124,000 | 0.24% |
| Coca Cola Co Com |
3.50%
265,062
|
$15,620,112,000 | 0.24% |
| Guggenheim Strategic Opportu Com Sbi |
35.04%
1,172,856
|
$15,012,551,000 | 0.23% |
| American Centy Etf Tr Intl Smcp Vlu |
37.38%
239,832
|
$14,987,085,000 | 0.23% |
| Ishares Tr Mbs Etf |
196.07%
156,394
|
$14,713,581,000 | 0.22% |
| Ishares Inc Core Msci Emkt |
1,949.55%
285,175
|
$14,424,170,000 | 0.22% |
| Ishares Tr S&p 500 Grwt Etf |
39.97%
189,391
|
$14,223,262,000 | 0.21% |
| Ishares Tr Iboxx Inv Cp Etf |
805.59%
127,163
|
$14,071,872,000 | 0.21% |
| Ishares Tr Ishs 5-10yr Invt |
130.90%
257,273
|
$13,378,220,000 | 0.20% |
| Lam Research Corp Com |
88.82%
17,039
|
$13,346,199,000 | 0.20% |
| Select Sector Spdr Tr Indl |
169.69%
116,919
|
$13,327,549,000 | 0.20% |
| AMGEN Inc. |
17.73%
45,727
|
$13,170,394,000 | 0.20% |
| Applied Matls Inc Com |
12.89%
81,110
|
$13,145,466,000 | 0.20% |
| Spdr Ser Tr Prtflo S&p500 Gw |
4.00%
192,081
|
$12,496,776,000 | 0.19% |
| Wisdomtree Tr Us Sht Trm Corp |
0.03%
255,146
|
$12,239,330,000 | 0.18% |
| Select Sector Spdr Tr Financial |
9.92%
319,540
|
$12,014,703,000 | 0.18% |
| Schwab Strategic Tr Emrg Mkteq Etf |
2.93%
478,012
|
$11,849,918,000 | 0.18% |
| Investment Managers Ser Tr I Axs Green Alpha |
1.16%
357,215
|
$11,816,686,000 | 0.18% |
| NextEra Energy Inc |
16.00%
192,137
|
$11,670,391,000 | 0.18% |
| ServiceNow Inc |
105.32%
16,407
|
$11,591,381,000 | 0.17% |
| Vaneck Etf Trust Pharmaceutcl Etf |
4.09%
142,094
|
$11,561,625,000 | 0.17% |
| Oracle Corp Com |
91.85%
109,270
|
$11,520,336,000 | 0.17% |
| Select Sector Spdr Tr Technology |
9.26%
58,797
|
$11,317,298,000 | 0.17% |
| Novo-nordisk A S Adr |
609.09%
108,626
|
$11,237,364,000 | 0.17% |
| Energy Transfer L P Com Ut Ltd Ptn |
515.39%
802,299
|
$11,071,720,000 | 0.17% |
| Ishares Tr Shrt Nat Mun Etf |
23.33%
99,963
|
$10,539,118,000 | 0.16% |
| Select Sector Spdr Tr Sbi Int-utils |
7.40%
160,395
|
$10,157,832,000 | 0.15% |
| Broadstone Net Lease, Inc. |
Opened
585,032
|
$10,074,249,000 | 0.15% |
| American Express Co Com |
14.95%
53,560
|
$10,033,838,000 | 0.15% |
| Rockwell Automation Inc |
2.55%
32,206
|
$9,999,262,000 | 0.15% |
| Ishares Tr U.s. Tech Etf |
14.01%
80,602
|
$9,893,930,000 | 0.15% |
| Thermo Fisher Scientific Inc. |
40.84%
18,497
|
$9,818,026,000 | 0.15% |
| Constellation Brands, Inc. |
96.40%
40,486
|
$9,787,515,000 | 0.15% |
| Vanguard Index Fds Sm Cp Val Etf |
658.29%
54,286
|
$9,769,767,000 | 0.15% |
| Ishares Tr Iboxx Hi Yd Etf |
729.93%
123,269
|
$9,539,752,000 | 0.14% |
| Devon Energy Corp New Com |
1.74%
208,573
|
$9,448,363,000 | 0.14% |
| Ishares Tr Core Msci Euro |
11.76%
171,319
|
$9,425,991,000 | 0.14% |
| Dbx Etf Tr Xtrack Msci Eafe |
Opened
270,469
|
$9,790,503,000 | 0.15% |
| Cvs Health Corp Com |
70.56%
117,740
|
$9,296,764,000 | 0.14% |
| Ishares Tr Select Divid Etf |
38.76%
78,931
|
$9,252,318,000 | 0.14% |
| Schwab Strategic Tr Us Brd Mkt Etf |
1.30%
164,899
|
$9,179,953,000 | 0.14% |
| Lowes Cos Inc Com |
22.54%
40,863
|
$9,094,104,000 | 0.14% |
| Spdr Ser Tr Bloomberg Invt |
1.18%
295,723
|
$9,046,173,000 | 0.14% |
| J P Morgan Exchange Traded F Ultra Shrt Inc |
23.62%
179,026
|
$8,992,466,000 | 0.14% |
| Vanguard Star Fds Vg Tl Intl Stk F |
5.32%
154,311
|
$8,943,888,000 | 0.13% |
| Bank America Corp Com |
77.82%
265,027
|
$8,923,455,000 | 0.13% |
| Automatic Data Processing In Com |
81.03%
37,478
|
$8,731,172,000 | 0.13% |
| Oreilly Automotive Inc Com |
2.84%
9,044
|
$8,592,814,000 | 0.13% |
| T-Mobile US, Inc. |
81.08%
52,458
|
$8,410,565,000 | 0.13% |
| Marathon Pete Corp Com |
862.88%
56,685
|
$8,409,850,000 | 0.13% |
| Netflix Inc. |
10.97%
17,259
|
$8,403,223,000 | 0.13% |
| Caterpillar Inc. |
11.35%
28,341
|
$8,379,713,000 | 0.13% |
| Vanguard Index Fds Mid Cap Etf |
9.74%
34,847
|
$8,106,763,000 | 0.12% |
| Abbott Labs Com |
3.02%
73,491
|
$8,089,174,000 | 0.12% |
| Crowdstrike Holdings Inc |
423.33%
30,913
|
$7,892,707,000 | 0.12% |
| Ishares Gold Tr Ishares New |
5.77%
200,700
|
$7,833,306,000 | 0.12% |
| Northrop Grumman Corp Com |
2.49%
16,723
|
$7,828,734,000 | 0.12% |
| Listed Fd Tr B A D Etf |
Closed
630,471
|
$7,715,643,000 | |
| Whirlpool Corp Com |
Opened
63,203
|
$7,696,229,000 | 0.12% |
| International Business Machs Com |
33.46%
45,850
|
$7,498,697,000 | 0.11% |
| J P Morgan Exchange Traded F Intl Bd Opp Etf |
3.22%
154,894
|
$7,402,370,000 | 0.11% |
| Cheniere Energy Inc Com New |
68.87%
43,233
|
$7,380,388,000 | 0.11% |
| Freeport-McMoRan Inc |
17.57%
173,134
|
$7,370,299,000 | 0.11% |
| Ishares Tr Msci Acwi Exus |
5.12%
253,050
|
$7,333,386,000 | 0.11% |
| Ishares Tr Ishares Biotech |
38.62%
53,909
|
$7,323,516,000 | 0.11% |
| Spdr Gold Tr Gold Shs |
4.38%
38,264
|
$7,314,929,000 | 0.11% |
| Proshares Tr Ultr Russl2000 |
40.67%
157,571
|
$7,306,554,000 | 0.11% |
| Intuit Com |
127.85%
11,545
|
$7,216,039,000 | 0.11% |
| Phillips Edison & Co Inc Common Stock |
3.95%
197,593
|
$7,208,193,000 | 0.11% |
| Vanguard Intl Equity Index F Glb Ex Us Etf |
Opened
167,124
|
$7,117,814,000 | 0.11% |
| Ishares Tr Core S&p Mcp Etf |
17.41%
25,559
|
$7,083,587,000 | 0.11% |
| Dow Inc |
5.05%
128,610
|
$7,052,949,000 | 0.11% |
| Stryker Corporation Com |
96.45%
23,513
|
$7,041,309,000 | 0.11% |
| Ishares Inc Msci Jpn Etf New |
2.73%
107,348
|
$6,885,332,000 | 0.10% |
| Qualcomm, Inc. |
108.01%
47,210
|
$6,827,995,000 | 0.10% |
| Schwab Charles Corp Com |
4.28%
97,042
|
$6,676,457,000 | 0.10% |
| Korn Ferry Com New |
0.16%
112,312
|
$6,665,717,000 | 0.10% |
| Vanguard Whitehall Fds High Div Yld |
6.43%
59,541
|
$6,646,516,000 | 0.10% |
| Lululemon Athletica inc. |
2.86%
12,897
|
$6,593,868,000 | 0.10% |
| Newmont Corp Com |
0.92%
158,210
|
$6,548,322,000 | 0.10% |
| Uber Technologies Inc |
192.88%
105,126
|
$6,472,577,000 | 0.10% |
| Pnc Finl Svcs Group Inc Com |
2.66%
41,593
|
$6,440,618,000 | 0.10% |
| Ishares Tr Rus Tp200 Gr Etf |
0.67%
36,642
|
$6,420,411,000 | 0.10% |
| Pfizer Inc. |
39.48%
213,901
|
$6,158,211,000 | 0.09% |
| Oneok Inc New Com |
125.34%
87,386
|
$6,136,234,000 | 0.09% |
| Taiwan Semiconductor Mfg Ltd Sponsored Ads |
149.63%
58,143
|
$6,046,883,000 | 0.09% |
| General Dynamics Corp Com |
262.50%
23,229
|
$6,031,970,000 | 0.09% |
| Seagate Technology Hldngs Pl Ord Shs |
0.31%
69,792
|
$5,958,108,000 | 0.09% |
| Eaton Corp Plc Shs |
78.48%
24,669
|
$5,940,901,000 | 0.09% |
| Marriott Intl Inc New Cl A |
447.82%
25,890
|
$5,838,529,000 | 0.09% |
| Gilead Sciences, Inc. |
122.16%
71,941
|
$5,827,957,000 | 0.09% |
| Ishares Tr Msci Usa Mmentm |
8.81%
36,995
|
$5,804,209,000 | 0.09% |
| Ishares Tr Invt Grd Corp Bd |
156.46%
193,467
|
$5,738,242,000 | 0.09% |
| Tenable Hldgs Inc Com |
0.39%
121,194
|
$5,582,196,000 | 0.08% |
| Schwab Strategic Tr Intl Sceqt Etf |
0.26%
159,545
|
$5,566,513,000 | 0.08% |
| Union Pac Corp Com |
27.25%
22,630
|
$5,558,357,000 | 0.08% |
| Colgate Palmolive Co Com |
233.87%
69,498
|
$5,539,675,000 | 0.08% |
| Ishares Tr Rus 1000 Grw Etf |
42.63%
18,253
|
$5,533,707,000 | 0.08% |
| Crestwood Equity Partners Lp Unit Ltd Partner |
Closed
187,109
|
$5,472,938,000 | |
| Schlumberger Ltd Com Stk |
15.81%
104,989
|
$5,463,607,000 | 0.08% |
| Cisco Sys Inc Com |
31.81%
105,219
|
$5,315,651,000 | 0.08% |
| Workday Inc Cl A |
14.47%
19,074
|
$5,265,568,000 | 0.08% |
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue |
0.11%
60,456
|
$5,159,285,000 | 0.08% |
| Ishares Tr Core Msci Pac |
17.21%
86,256
|
$5,133,112,000 | 0.08% |
| Ssga Active Etf Tr Spdr Tr Tactic |
28.14%
127,200
|
$5,119,794,000 | 0.08% |
| Verizon Communications Inc |
34.20%
135,295
|
$5,100,628,000 | 0.08% |
| Fidelity National Financial Fnf Group Com |
0.63%
99,249
|
$5,063,669,000 | 0.08% |
| Ishares Tr Morningstar Grwt |
0.29%
73,506
|
$4,985,166,000 | 0.08% |
| Fiserv, Inc. |
13.23%
37,438
|
$4,973,264,000 | 0.08% |
| Ishares Tr Calif Mun Bd Etf |
36.73%
85,296
|
$4,942,050,000 | 0.07% |
| Schwab Strategic Tr Us Dividend Eq |
24.21%
64,722
|
$4,927,309,000 | 0.07% |
| Snowflake Inc. |
3.31%
24,743
|
$4,923,758,000 | 0.07% |
| Fastenal Co Com |
6.62%
75,927
|
$4,917,774,000 | 0.07% |
| Sherwin Williams Co Com |
8.09%
15,626
|
$4,873,723,000 | 0.07% |
| Blackrock Inc. |
165.39%
5,958
|
$4,836,511,000 | 0.07% |
| Ishares Tr Fltg Rate Nt Etf |
Opened
91,468
|
$4,630,089,000 | 0.07% |
| Ares Management Corporation Cl A Com Stk |
404.68%
38,815
|
$4,615,908,000 | 0.07% |
| Ishares Tr Russell 2000 Etf |
15.19%
22,679
|
$4,551,846,000 | 0.07% |
| Skyworks Solutions, Inc. |
2.38%
40,254
|
$4,525,373,000 | 0.07% |
| Illinois Tool Wks Inc Com |
25.67%
16,807
|
$4,402,320,000 | 0.07% |
| Gallagher Arthur J & Co Com |
352.61%
19,530
|
$4,391,985,000 | 0.07% |
| Waste Connections Inc |
25.15%
29,329
|
$4,377,942,000 | 0.07% |
| Emerson Elec Co Com |
24.31%
44,860
|
$4,366,239,000 | 0.07% |
| Vanguard Index Fds Extend Mkt Etf |
120.39%
26,387
|
$4,338,551,000 | 0.07% |
| Fs Credit Opportunities Corp Common Stock |
6.36%
753,633
|
$4,273,098,000 | 0.06% |
| Danaher Corporation Com |
17.72%
18,056
|
$4,177,073,000 | 0.06% |
| Spdr Ser Tr Nuveen Bloomberg |
Opened
164,850
|
$4,170,705,000 | 0.06% |
| Tjx Cos Inc New Com |
79.84%
44,012
|
$4,128,778,000 | 0.06% |
| Spdr Ser Tr S&p Divid Etf |
34.52%
32,062
|
$4,006,813,000 | 0.06% |
| Ishares Tr Trs Flt Rt Bd |
Opened
79,267
|
$4,000,622,000 | 0.06% |
| Ishares Tr Rus 1000 Etf |
94.85%
15,046
|
$3,946,012,000 | 0.06% |
| Ishares Tr Us Aer Def Etf |
39.64%
30,828
|
$3,902,842,000 | 0.06% |
| Resmed Inc. |
10.20%
22,605
|
$3,888,564,000 | 0.06% |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt |
21.72%
80,775
|
$3,869,124,000 | 0.06% |
| Monster Beverage Corp New Com |
1,592.11%
67,160
|
$3,869,088,000 | 0.06% |
| Republic Svcs Inc Com |
568.80%
23,321
|
$3,845,876,000 | 0.06% |
| Vanguard Index Fds Small Cp Etf |
1.00%
18,007
|
$3,841,426,000 | 0.06% |
| Waste Mgmt Inc Del Com |
2.29%
21,310
|
$3,816,696,000 | 0.06% |
| Unilever Plc Spon Adr New |
532.85%
78,638
|
$3,812,354,000 | 0.06% |
| Tractor Supply Co Com |
318.43%
17,687
|
$3,803,205,000 | 0.06% |
| First Tr Exchange-traded Fd Nas Clnedg Green |
2.91%
89,767
|
$3,785,482,000 | 0.06% |
| First Tr Exchange Traded Fd Nasdaq Cyb Etf |
0.65%
70,076
|
$3,772,908,000 | 0.06% |
| Diageo Plc Spon Adr New |
908.58%
25,739
|
$3,749,177,000 | 0.06% |
| AT&T Inc. |
16.08%
223,228
|
$3,745,769,000 | 0.06% |
| Conocophillips Com |
35.27%
32,162
|
$3,733,055,000 | 0.06% |
| S&P Global Inc |
1,100.85%
8,454
|
$3,724,028,000 | 0.06% |
| Invesco Exchange Traded Fd T Buyback Achiev |
0.54%
37,590
|
$3,722,176,000 | 0.06% |
| Biogen Inc |
Opened
14,199
|
$3,674,146,000 | 0.06% |
| Palo Alto Networks Inc |
54.76%
12,445
|
$3,669,782,000 | 0.06% |
| Booking Holdings Inc |
48.26%
1,020
|
$3,618,164,000 | 0.05% |
| General Electric Co Com New |
29.32%
28,311
|
$3,613,272,000 | 0.05% |
| Idexx Labs Inc Com |
Opened
6,504
|
$3,610,045,000 | 0.05% |
| Ishares Tr Rus Mid Cap Etf |
43.97%
46,035
|
$3,578,299,000 | 0.05% |
| Spdr Index Shs Fds Portfolio Devlpd |
2.31%
104,782
|
$3,563,625,000 | 0.05% |
| Spdr Ser Tr Bloomberg 1-3 Mo |
300.78%
38,643
|
$3,531,599,000 | 0.05% |
| Invesco Exchange Traded Fd T S&p Mdcp Momntum |
0.13%
38,859
|
$3,489,910,000 | 0.05% |
| Medtronic Plc Shs |
589.00%
42,360
|
$3,489,656,000 | 0.05% |
| Vanguard World Fds Inf Tech Etf |
2.20%
7,185
|
$3,477,312,000 | 0.05% |
| Fs Kkr Cap Corp Com |
0.76%
173,683
|
$3,468,440,000 | 0.05% |
| Vanguard World Fd Mega Cap Index |
0.43%
20,379
|
$3,449,757,000 | 0.05% |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt |
3.76%
21,848
|
$3,447,685,000 | 0.05% |
| Vanguard Index Fds Sml Cp Grw Etf |
240.76%
14,186
|
$3,429,722,000 | 0.05% |
| Ishares Tr S&p 500 Val Etf |
283.96%
19,586
|
$3,405,811,000 | 0.05% |
| Linde Plc Shs |
19.08%
8,220
|
$3,376,242,000 | 0.05% |
| Ishares Tr 20 Yr Tr Bd Etf |
365.05%
34,139
|
$3,375,699,000 | 0.05% |
| Cintas Corp Com |
204.41%
5,592
|
$3,370,124,000 | 0.05% |
| Wisdomtree Tr Us Largecap Fund |
0.11%
66,871
|
$3,351,241,000 | 0.05% |
| Intel Corp Com |
38.67%
66,269
|
$3,330,038,000 | 0.05% |
| International Bancshares Cor Com |
0.14%
61,044
|
$3,315,910,000 | 0.05% |
| Pulte Group Inc Com |
Opened
32,092
|
$3,312,536,000 | 0.05% |
| Ishares Tr 0-5yr Hi Yl Cp |
Opened
77,840
|
$3,286,389,000 | 0.05% |
| General Mls Inc Com |
6.89%
50,415
|
$3,284,064,000 | 0.05% |
| Ishares Tr Msci Acwi Ex Us |
83.98%
64,170
|
$3,275,225,000 | 0.05% |
| Spdr Ser Tr Prtflo S&p500 Vl |
40.35%
69,836
|
$3,256,459,000 | 0.05% |
| United Parcel Service, Inc. |
3.18%
20,389
|
$3,205,768,000 | 0.05% |
| Wells Fargo Co New Com |
84.67%
64,517
|
$3,175,508,000 | 0.05% |
| Texas Instrs Inc Com |
44.07%
18,426
|
$3,140,873,000 | 0.05% |
| Southern Co Com |
6.78%
44,771
|
$3,139,318,000 | 0.05% |
| Ishares Tr Russell 3000 Etf |
683.64%
11,355
|
$3,108,193,000 | 0.05% |
| Phillips 66 Com |
32.95%
23,184
|
$3,086,732,000 | 0.05% |
| Ishares Tr Msci Usa Min Vol |
149.00%
39,384
|
$3,073,122,000 | 0.05% |
| Spdr Ser Tr Portfolio Sh Tsr |
8.20%
104,189
|
$3,026,688,000 | 0.05% |
| Halliburton Co Com |
6.62%
83,627
|
$3,023,131,000 | 0.05% |
| Norfolk Southn Corp Com |
35.05%
12,669
|
$2,994,617,000 | 0.05% |
| Hilton Worldwide Hldgs Inc Com |
4.43%
16,370
|
$2,980,813,000 | 0.04% |
| C H Robinson Worldwide Inc Com New |
Opened
34,269
|
$2,960,456,000 | 0.04% |
| Thomson Reuters Corp. Com |
Opened
20,203
|
$2,954,120,000 | 0.04% |
| Nasdaq Inc |
Opened
50,741
|
$2,950,064,000 | 0.04% |
| Target Corp Com |
65.70%
20,176
|
$2,873,534,000 | 0.04% |
| Firstservice Corp New Com |
Opened
17,692
|
$2,867,767,000 | 0.04% |
| World Gold Tr Spdr Gld Minis |
1.09%
69,817
|
$2,856,213,000 | 0.04% |
| Airbnb, Inc. |
299.67%
20,683
|
$2,815,716,000 | 0.04% |
| Roper Technologies Inc |
Opened
5,091
|
$2,775,500,000 | 0.04% |
| Morgan Stanley Com New |
62.57%
29,745
|
$2,773,717,000 | 0.04% |
| United Airls Hldgs Inc Com |
Closed
65,160
|
$2,756,268,000 | |
| First Tr Exchange-traded Fd Fst Low Oppt Eft |
5.25%
56,828
|
$2,745,919,000 | 0.04% |
| Steris Plc Shs Usd |
Opened
12,463
|
$2,740,016,000 | 0.04% |
| Asml Holding N V N Y Registry Shs |
58.90%
3,606
|
$2,729,805,000 | 0.04% |
| Ishares Tr S&p Sml 600 Gwt |
685.85%
21,768
|
$2,724,070,000 | 0.04% |
| Select Sector Spdr Tr Energy |
77.28%
32,389
|
$2,715,523,000 | 0.04% |
| CME Group Inc |
Opened
12,794
|
$2,694,445,000 | 0.04% |
| Lamar Advertising Co |
4.68%
25,168
|
$2,674,848,000 | 0.04% |
| Bristol-myers Squibb Co Com |
2.47%
51,731
|
$2,654,324,000 | 0.04% |
| Duke Energy Corp New Com New |
7.71%
26,937
|
$2,613,929,000 | 0.04% |
| Ishares Tr Msci Acwi Etf |
Opened
25,396
|
$2,584,563,000 | 0.04% |
| Csx Corp Com |
35.27%
74,529
|
$2,583,936,000 | 0.04% |
| Ishares Tr Core Total Usd |
Opened
55,881
|
$2,574,415,000 | 0.04% |
| Dollar Gen Corp New Com |
294.50%
18,924
|
$2,572,702,000 | 0.04% |
| Comcast Corp New Cl A |
97.12%
58,200
|
$2,552,080,000 | 0.04% |
| Pool Corp Com |
Opened
6,390
|
$2,547,689,000 | 0.04% |
| Genuine Parts Co Com |
8.01%
18,311
|
$2,536,132,000 | 0.04% |
| Transdigm Group Incorporated |
62.52%
2,498
|
$2,526,977,000 | 0.04% |
| Invesco Exchange Traded Fd T S&p Smlcp Moment |
0.32%
43,815
|
$2,482,389,000 | 0.04% |
| Henry Jack & Assoc Inc Com |
Opened
14,978
|
$2,447,560,000 | 0.04% |
| American Elec Pwr Co Inc Com |
25.14%
30,029
|
$2,438,970,000 | 0.04% |
| Ishares Tr Faln Angls Usd |
Opened
92,194
|
$2,433,920,000 | 0.04% |
| American Wtr Wks Co Inc New Com |
11.33%
18,431
|
$2,432,716,000 | 0.04% |
| Rio Tinto Plc Sponsored Adr |
124.33%
32,391
|
$2,411,808,000 | 0.04% |
| Ishares Tr Core Div Grwth |
58.36%
43,949
|
$2,365,356,000 | 0.04% |
| Spdr Ser Tr Portfoli S&p1500 |
Opened
39,982
|
$2,336,949,000 | 0.04% |
| Archer Daniels Midland Co Com |
7.09%
32,099
|
$2,318,174,000 | 0.03% |
| e.l.f. Beauty Inc |
1.54%
15,879
|
$2,291,967,000 | 0.03% |
| Paychex Inc. |
18.27%
19,118
|
$2,277,178,000 | 0.03% |
| Vanguard World Fds Health Car Etf |
14.73%
9,012
|
$2,259,187,000 | 0.03% |
| Chubb Limited Com |
23.51%
9,767
|
$2,207,409,000 | 0.03% |
| Ishares Tr Rus 1000 Val Etf |
32.49%
13,264
|
$2,191,793,000 | 0.03% |
| Vanguard Scottsdale Fds Long Term Treas |
369.88%
35,485
|
$2,183,393,000 | 0.03% |
| Fedex Corp Com |
60.92%
8,465
|
$2,141,425,000 | 0.03% |
| Dbx Etf Tr Xtrckr Msci Us |
0.91%
46,469
|
$2,055,799,000 | 0.03% |
| Ishares Tr Ishares Semicdtr |
4.27%
3,563
|
$2,052,707,000 | 0.03% |
| Novartis Ag Sponsored Adr |
368.34%
20,251
|
$2,044,695,000 | 0.03% |
| Mondelez International Inc. |
35.59%
28,204
|
$2,042,806,000 | 0.03% |
| Orthopediatrics Corp Com |
Opened
62,610
|
$2,035,451,000 | 0.03% |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp |
68.39%
3,964
|
$2,011,308,000 | 0.03% |
| Vanguard Index Fds Mcap Vl Idxvip |
3.69%
13,864
|
$2,010,458,000 | 0.03% |
| Intuitive Surgical Inc Com New |
247.83%
5,920
|
$1,997,291,000 | 0.03% |
| Dominion Energy Inc |
8.26%
42,419
|
$1,993,673,000 | 0.03% |
| Fortinet Inc |
19.24%
34,017
|
$1,990,986,000 | 0.03% |
| Arista Networks Inc |
99.62%
8,408
|
$1,980,050,000 | 0.03% |
| Micron Technology Inc. |
13.03%
23,153
|
$1,975,893,000 | 0.03% |
| Aflac Inc. |
56.34%
23,781
|
$1,961,935,000 | 0.03% |
| Select Sector Spdr Tr Communication |
13.02%
26,813
|
$1,948,203,000 | 0.03% |
| Ishares Tr 1 3 Yr Treas Bd |
97.31%
23,584
|
$1,934,843,000 | 0.03% |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf |
28.17%
47,034
|
$1,933,109,000 | 0.03% |
| Entergy Corp New Com |
16.95%
19,020
|
$1,924,584,000 | 0.03% |
| Vanguard Scottsdale Fds Short Term Treas |
3.47%
32,901
|
$1,919,109,000 | 0.03% |
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low |
29.08%
35,657
|
$1,896,238,000 | 0.03% |
| Ishares Tr Intl Sel Div Etf |
83.25%
66,761
|
$1,868,631,000 | 0.03% |
| 3m Co Com |
24.65%
17,056
|
$1,864,593,000 | 0.03% |
| Vanguard World Fds Comm Srvc Etf |
5.50%
15,725
|
$1,851,178,000 | 0.03% |
| Vanguard World Fds Financials Etf |
6.74%
20,026
|
$1,847,598,000 | 0.03% |
| Factset Resh Sys Inc Com |
14.57%
3,862
|
$1,842,208,000 | 0.03% |
| Ishares Tr Blackrock Ultra |
14.98%
36,480
|
$1,837,128,000 | 0.03% |
| Cummins Inc. |
4.17%
7,659
|
$1,834,844,000 | 0.03% |
| Vanguard World Fds Industrial Etf |
11.01%
8,305
|
$1,830,671,000 | 0.03% |
| Canadian Pacific Kansas City Com |
40.54%
22,998
|
$1,818,222,000 | 0.03% |
| Goldman Sachs Group, Inc. |
49.02%
4,692
|
$1,809,845,000 | 0.03% |
| Shopify Inc |
25.61%
22,677
|
$1,766,499,000 | 0.03% |
| Astrazeneca Plc Sponsored Adr |
62.85%
26,204
|
$1,764,811,000 | 0.03% |
| Relx Plc Sponsored Adr |
Opened
43,941
|
$1,742,697,000 | 0.03% |
| Paypal Hldgs Inc Com |
20.11%
28,322
|
$1,739,254,000 | 0.03% |
| Dbx Etf Tr Xtrackers Msci |
0.06%
57,939
|
$1,709,766,000 | 0.03% |
| Ishares Tr Morningstar Valu |
13.66%
24,127
|
$1,703,849,000 | 0.03% |
| Vanguard World Fds Consum Dis Etf |
1.43%
5,536
|
$1,685,920,000 | 0.03% |
| United Rentals, Inc. |
18.90%
2,919
|
$1,673,708,000 | 0.03% |
| Air Prods & Chems Inc Com |
72.35%
6,096
|
$1,669,075,000 | 0.03% |
| American Tower Corp New Com |
69.60%
7,689
|
$1,660,002,000 | 0.03% |
| Chipotle Mexican Grill |
73.24%
712
|
$1,628,316,000 | 0.02% |
| Dimensional Etf Trust Us Targeted Vlu |
327.48%
31,108
|
$1,627,893,000 | 0.02% |
| Vanguard World Fds Energy Etf |
3.31%
13,808
|
$1,619,420,000 | 0.02% |
| Valero Energy Corp Com |
8.33%
12,450
|
$1,618,503,000 | 0.02% |
| Altria Group Inc. |
15.63%
40,074
|
$1,616,595,000 | 0.02% |
| Realty Income Corp Com |
5.76%
28,098
|
$1,613,398,000 | 0.02% |
| Analog Devices Inc. |
37.52%
8,118
|
$1,611,846,000 | 0.02% |
| Vanguard World Fds Consum Stp Etf |
8.12%
8,421
|
$1,608,052,000 | 0.02% |
| First Tr Exchange Traded Fd Wtr Etf |
No change
16,748
|
$1,587,663,000 | 0.02% |
| Ing Groep N.v. Sponsored Adr |
Opened
105,270
|
$1,581,148,000 | 0.02% |
| Philip Morris Intl Inc Com |
45.67%
16,738
|
$1,574,687,000 | 0.02% |
| Fidelity Comwlth Tr Nasdaq Compsit |
49.00%
26,189
|
$1,551,454,000 | 0.02% |
| Ishares Tr Conv Bd Etf |
Closed
20,828
|
$1,545,623,000 | |
| Prologis Inc. Com |
39.26%
11,567
|
$1,541,858,000 | 0.02% |
| Schwab Strategic Tr Us Aggregate B |
17.19%
32,351
|
$1,508,190,000 | 0.02% |
| Check Point Software Tech Lt Ord |
Opened
9,853
|
$1,505,363,000 | 0.02% |
| Johnson Ctls Intl Plc Shs |
12.59%
25,796
|
$1,486,877,000 | 0.02% |
| Snap-on, Inc. |
13.23%
5,126
|
$1,480,594,000 | 0.02% |
| Ishares Tr Core S&p Us Vlu |
423.35%
17,485
|
$1,474,541,000 | 0.02% |
| Ishares Tr Ibonds Dec25 Etf |
65.49%
58,972
|
$1,460,147,000 | 0.02% |
| Dimensional Etf Trust Us Equity Etf |
35.33%
27,902
|
$1,446,161,000 | 0.02% |
| Ishares Tr Ibonds Dec2026 |
67.40%
60,507
|
$1,446,117,000 | 0.02% |
| Ishares Tr S&p 100 Etf |
19.56%
6,406
|
$1,431,036,000 | 0.02% |
| Cgi Inc Cl A Sub Vtg |
Opened
13,146
|
$1,409,329,000 | 0.02% |
| Ishares Tr Ibonds Dec24 Etf |
65.49%
55,965
|
$1,394,088,000 | 0.02% |
| Inventrust Pptys Corp Com New |
8.82%
54,824
|
$1,389,240,000 | 0.02% |
| Spdr Dow Jones Indl Average Ut Ser 1 |
0.16%
3,678
|
$1,385,995,000 | 0.02% |
| Vertex Pharmaceuticals, Inc. |
105.32%
3,394
|
$1,380,781,000 | 0.02% |
| Vanguard World Fds Utilities Etf |
7.37%
10,036
|
$1,375,599,000 | 0.02% |
| Petroleo Brasileiro Sa Petro Sponsored Adr |
Opened
86,096
|
$1,374,956,000 | 0.02% |
| Hdfc Bank Ltd Sponsored Ads |
Opened
20,452
|
$1,372,506,000 | 0.02% |
| Ishares Tr Core S&p Us Gwt |
Opened
13,177
|
$1,371,759,000 | 0.02% |
| Crown Castle Inc |
69.90%
11,737
|
$1,351,974,000 | 0.02% |
| American Airls Group Inc Com |
10.43%
97,465
|
$1,339,169,000 | 0.02% |
| Ishares Tr Msci Eafe Min Vl |
80.29%
19,158
|
$1,328,413,000 | 0.02% |
| Independence Rlty Tr Inc Com |
26.95%
86,624
|
$1,325,344,000 | 0.02% |
| Royal Bk Cda Com |
Opened
12,985
|
$1,313,207,000 | 0.02% |
| Ulta Beauty Inc |
16.99%
2,631
|
$1,289,164,000 | 0.02% |
| Bhp Group Ltd Sponsored Ads |
11.07%
18,815
|
$1,285,270,000 | 0.02% |
| Ishares Tr Rus Md Cp Gr Etf |
4.19%
12,099
|
$1,263,880,000 | 0.02% |
| Wisdomtree Tr Yield Enhanced |
No change
26,651
|
$1,261,525,000 | 0.02% |
| Starboard Invt Tr Rh Tactical Outl |
0.54%
91,881
|
$1,259,146,000 | 0.02% |
| Vanguard World Fds Materials Etf |
9.20%
6,585
|
$1,250,729,000 | 0.02% |
| Alcon Ag Ord Shs |
Opened
16,005
|
$1,250,311,000 | 0.02% |
| Select Sector Spdr Tr Sbi Cons Discr |
1.98%
6,830
|
$1,221,259,000 | 0.02% |
| Moderna Inc |
29.07%
12,252
|
$1,218,461,000 | 0.02% |
| Shell Plc Spon Ads |
32.11%
18,256
|
$1,201,226,000 | 0.02% |
| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 |
0.01%
28,619
|
$1,185,688,000 | 0.02% |
| Sempra Com |
20.88%
15,859
|
$1,185,155,000 | 0.02% |
| Occidental Pete Corp Com |
19.22%
19,740
|
$1,178,658,000 | 0.02% |
| Microchip Technology Inc. Com |
26.91%
13,017
|
$1,173,873,000 | 0.02% |
| MercadoLibre Inc |
111.93%
746
|
$1,172,369,000 | 0.02% |
| Ishares Silver Tr Ishares |
2.13%
53,502
|
$1,165,274,000 | 0.02% |
| Edison Intl Com |
31.04%
16,272
|
$1,163,308,000 | 0.02% |
| Generac Hldgs Inc Com |
121.13%
8,958
|
$1,157,732,000 | 0.02% |
| Equinix Inc |
127.76%
1,403
|
$1,130,218,000 | 0.02% |
| Vanguard Scottsdale Fds Inter Term Treas |
407.83%
19,003
|
$1,127,258,000 | 0.02% |
| Price T Rowe Group Inc Com |
5.47%
10,433
|
$1,123,476,000 | 0.02% |
| Ishares Tr Eafe Value Etf |
Opened
21,305
|
$1,110,003,000 | 0.02% |
| Prudential Finl Inc Com |
41.64%
10,612
|
$1,100,559,000 | 0.02% |
| Ishares Tr Ibonds 27 Etf |
Opened
45,811
|
$1,096,257,000 | 0.02% |
| Pimco Etf Tr Enhan Shrt Ma Ac |
79.20%
10,915
|
$1,089,208,000 | 0.02% |
| Las Vegas Sands Corp Com |
61.28%
21,950
|
$1,080,178,000 | 0.02% |
| The Trade Desk Inc Com Cl A |
49.00%
14,975
|
$1,077,601,000 | 0.02% |
| Yum Brands Inc. |
67.11%
8,205
|
$1,072,026,000 | 0.02% |
| Etf Managers Tr Prime Mobile Pay |
37.69%
23,060
|
$1,070,217,000 | 0.02% |
| V F Corp Com |
6.77%
56,617
|
$1,064,396,000 | 0.02% |
| Vale S A Sponsored Ads |
Opened
67,008
|
$1,062,740,000 | 0.02% |
| Ishares Tr Short Treas Bd |
98.24%
9,571
|
$1,054,013,000 | 0.02% |
| Ishares Tr Expanded Tech |
161.92%
2,593
|
$1,051,940,000 | 0.02% |
| Ishares Tr Intl Div Grwth |
152.53%
16,086
|
$1,038,673,000 | 0.02% |
| Vanguard Whitehall Fds Intl High Etf |
73.70%
15,518
|
$1,031,763,000 | 0.02% |
| Kimberly-clark Corp Com |
21.86%
8,432
|
$1,024,568,000 | 0.02% |
| Invesco Exchng Trad Slf Inde Invt Grd Defsv |
No change
42,085
|
$1,022,034,000 | 0.02% |
| HubSpot Inc |
14.76%
1,749
|
$1,015,364,000 | 0.02% |
| Schwab Strategic Tr Sht Tm Us Tres |
10.69%
20,619
|
$998,981,000 | 0.02% |
| Peakstone Realty Trust Common Shares |
4.37%
49,861
|
$993,730,000 | 0.01% |
| The Cigna Group Com |
64.46%
3,286
|
$983,880,000 | 0.01% |
| Citigroup Inc Com New |
14.80%
19,069
|
$980,890,000 | 0.01% |
| Dexcom Inc |
150.38%
7,877
|
$977,457,000 | 0.01% |
| Ishares Inc Msci Emrg Chn |
51.30%
17,633
|
$977,045,000 | 0.01% |
| Ishares Tr Msci Emg Mkt Etf |
17.15%
24,285
|
$976,510,000 | 0.01% |
| Ishares Tr S&p Mc 400gr Etf |
10.51%
12,255
|
$970,841,000 | 0.01% |
| Expedia Group Inc Com New |
10.83%
6,386
|
$969,331,000 | 0.01% |
| Spdr Ser Tr Portfolio Short |
6.13%
32,521
|
$968,489,000 | 0.01% |
| Zoetis Inc |
53.49%
4,868
|
$960,801,000 | 0.01% |
| Activision Blizzard Inc |
Closed
10,212
|
$956,173,000 | |
| Epr Pptys Com Sh Ben Int |
1.55%
19,474
|
$943,515,000 | 0.01% |
| Ford Mtr Co Del Com |
22.84%
77,176
|
$940,774,000 | 0.01% |
| Capital One Finl Corp Com |
4.84%
7,034
|
$922,265,000 | 0.01% |
| Progressive Corp Com |
157.19%
5,779
|
$920,501,000 | 0.01% |
| Autozone Inc. |
11.99%
355
|
$917,892,000 | 0.01% |
| Palantir Technologies Inc. |
21.52%
53,052
|
$910,903,000 | 0.01% |
| Trane Technologies Plc Shs |
21.79%
3,705
|
$903,528,000 | 0.01% |
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp |
0.92%
48,847
|
$885,600,000 | 0.01% |
| Digital Rlty Tr Inc Com |
77.23%
6,547
|
$881,134,000 | 0.01% |
| Ishares Tr Ibonds Dec23 Etf |
Closed
34,708
|
$880,195,000 | |
| Spdr Ser Tr Portfolio Intrmd |
Opened
26,750
|
$878,203,000 | 0.01% |
| Ishares Tr Us Hlthcare Etf |
4.19%
3,056
|
$874,749,000 | 0.01% |
| Garmin Ltd Shs |
0.95%
6,804
|
$874,576,000 | 0.01% |
| D.R. Horton Inc. |
69.22%
5,745
|
$873,192,000 | 0.01% |
| American Intl Group Inc Com New |
20.43%
12,849
|
$870,511,000 | 0.01% |
| Cadence Design System Inc Com |
31.09%
3,196
|
$870,358,000 | 0.01% |
| Kinder Morgan Inc Del Com |
16.31%
49,152
|
$867,041,000 | 0.01% |
| Ishares Tr Eafe Grwth Etf |
251.93%
8,932
|
$865,027,000 | 0.01% |
| Biomarin Pharmaceutical Inc. |
2.62%
8,970
|
$864,887,000 | 0.01% |
| Eaton Vance Tax Advt Div Inc Com |
3.05%
38,819
|
$863,733,000 | 0.01% |
| Spdr Ser Tr Portfolio S&p500 |
282.55%
15,367
|
$858,993,000 | 0.01% |
| Barings BDC Inc |
9.21%
99,573
|
$854,336,000 | 0.01% |
| Apollo Global Mgmt Inc Com |
39.87%
9,034
|
$841,878,000 | 0.01% |
| Ishares Tr Pfd And Incm Sec |
3.42%
26,711
|
$833,103,000 | 0.01% |
| Moodys Corp Com |
Opened
2,127
|
$830,844,000 | 0.01% |
| Ishares Tr Investment Grade |
Opened
18,244
|
$825,450,000 | 0.01% |
| Vanguard Scottsdale Fds Int-term Corp |
183.88%
10,126
|
$823,022,000 | 0.01% |
| Delta Air Lines Inc Del Com New |
19.99%
20,361
|
$819,125,000 | 0.01% |
| Carrier Global Corporation Com |
156.13%
14,113
|
$810,781,000 | 0.01% |
| Spdr Ser Tr Portfolio S&p600 |
5.41%
19,185
|
$809,217,000 | 0.01% |
| Adt Inc Del Com |
0.36%
117,146
|
$798,936,000 | 0.01% |
| Vanguard World Fd Mega Grwth Ind |
1.13%
3,067
|
$795,917,000 | 0.01% |
| Wabash Natl Corp Com |
0.63%
30,915
|
$792,042,000 | 0.01% |
| Cullen Frost Bankers Inc. |
7.09%
7,300
|
$791,951,000 | 0.01% |
| Ishares Tr U.s. Finls Etf |
29.84%
9,264
|
$791,238,000 | 0.01% |
| Marvell Technology Inc |
34.74%
12,982
|
$782,938,000 | 0.01% |
| Kraft Heinz Co Com |
30.50%
21,040
|
$778,071,000 | 0.01% |
| Elevance Health Inc Com |
49.73%
1,647
|
$776,776,000 | 0.01% |
| Sysco Corp Com |
0.57%
10,525
|
$769,671,000 | 0.01% |
| Roblox Corporation |
Opened
16,832
|
$769,559,000 | 0.01% |
| Ecolab, Inc. |
62.25%
3,855
|
$764,651,000 | 0.01% |
| First Solar Inc |
41.43%
4,414
|
$760,444,000 | 0.01% |
| Fidelity Covington Trust High Divid Etf |
36.40%
17,759
|
$750,849,000 | 0.01% |
| Regeneron Pharmaceuticals Com |
35.51%
851
|
$747,425,000 | 0.01% |
| Ross Stores, Inc. |
Opened
5,387
|
$745,515,000 | 0.01% |
| Vaneck Etf Trust Vaneck Shrt Muni |
4.70%
43,485
|
$743,159,000 | 0.01% |
| Corteva Inc |
43.58%
15,451
|
$740,435,000 | 0.01% |
| MongoDB Inc |
176.07%
1,811
|
$740,427,000 | 0.01% |
| Cencora Inc. |
154.36%
3,556
|
$730,423,000 | 0.01% |
| KKR & Co. Inc |
Opened
8,801
|
$729,202,000 | 0.01% |
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun |
No change
36,173
|
$721,651,000 | 0.01% |
| Eversource Energy Com |
88.58%
11,679
|
$720,819,000 | 0.01% |
| Block Inc |
10.69%
9,295
|
$718,968,000 | 0.01% |
| Nuveen Ca Qualty Mun Income Com |
14.67%
64,706
|
$717,592,000 | 0.01% |
| Marsh & McLennan Cos., Inc. |
Opened
3,707
|
$702,409,000 | 0.01% |
| No transactions found in first 500 rows out of 982 | |||
| Showing first 500 out of 982 holdings | |||
Hedge funds similar to Prime Capital Investment Advisors
- Equitable
- Mai Capital Management
- Soroban Capital Partners L.P.
- O'shaughnessy Asset Management
- Third Point
- Robeco Schweiz Ag
- Williams Jones Wealth Management,
- Partners Value Investments L.P.
- Iconiq Capital
- Rothschild & Co Asset Management Us Inc
- Trian Fund Management, L.P.
- Tortoise Capital Advisors, L.L.C
- Brown Capital Management
- Churchill Management Corp