Basic Stats
Portfolio Value $ 382,965,070
Current Positions 259
Latest Holdings, Performance, AUM (from 13F, 13D)

Platform Technology Partners has disclosed 259 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 382,965,070 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Platform Technology Partners’s top holdings are Apple Inc. (US:AAPL) , Microsoft Corporation (US:MSFT) , Amazon.com, Inc. (US:AMZN) , NVIDIA Corporation (US:NVDA) , and Apollo Global Management, Inc. (US:APO) . Platform Technology Partners’s new positions include iShares Bitcoin Trust ETF (US:IBIT) , iShares Trust - iShares Preferred and Income Securities ETF (US:PFF) , Nuveen Municipal High Income Opportunity Fund (US:NMZ) , iShares Ethereum Trust - iShares Ethereum Trust ETF (US:ETHA) , and iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) .

Platform Technology Partners - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.07 11.24 2.9352 0.8460
0.04 17.76 4.6381 0.6428
0.03 2.03 0.5311 0.5311
0.01 7.35 1.9187 0.3050
0.03 1.04 0.2704 0.2704
0.01 2.47 0.6452 0.2447
0.01 2.36 0.6175 0.1953
0.06 12.41 3.2398 0.1702
0.02 1.55 0.4050 0.1688
0.07 9.80 2.5587 0.1621
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.14 28.56 7.4565 -1.6384
0.01 7.21 1.8820 -0.4080
0.31 8.21 2.1446 -0.2980
0.00 1.45 0.3792 -0.2453
0.05 2.31 0.6025 -0.2233
0.03 3.60 0.9407 -0.2116
0.02 3.40 0.8881 -0.1767
0.01 2.40 0.6278 -0.1559
0.17 8.51 2.2214 -0.1375
0.02 1.08 0.2812 -0.1368
13F and Fund Filings

This form was filed on 2025-08-11 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
AAPL / Apple Inc. 0.14 -1.03 28.56 -8.59 7.4565 -1.6384
MSFT / Microsoft Corporation 0.04 -2.31 17.76 29.44 4.6381 0.6428
AMZN / Amazon.com, Inc. 0.06 2.06 12.41 17.69 3.2398 0.1702
NVDA / NVIDIA Corporation 0.07 7.46 11.24 56.66 2.9352 0.8460
APO / Apollo Global Management, Inc. 0.07 14.91 9.80 19.05 2.5587 0.1621
EVSD / Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 0.17 4.24 8.51 5.01 2.2214 -0.1375
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.31 3.29 8.21 -2.10 2.1446 -0.2980
JPM / JPMorgan Chase & Co. 0.03 0.74 8.19 19.06 2.1382 0.1357
IVV / iShares Trust - iShares Core S&P 500 ETF 0.01 -2.15 7.57 8.11 1.9764 -0.0618
META / Meta Platforms, Inc. 0.01 3.53 7.35 32.59 1.9187 0.3050
BRK.B / Berkshire Hathaway Inc. 0.01 0.47 7.21 -8.37 1.8820 -0.4080
FTRB / Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 0.28 14.55 6.96 14.79 1.8161 0.0519
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.01 3.89 5.68 14.83 1.4820 0.0429
TSLA / Tesla, Inc. 0.02 2.10 4.85 25.16 1.2666 0.1381
GOOGL / Alphabet Inc. 0.03 6.27 4.49 21.13 1.1735 0.0931
V / Visa Inc. 0.01 3.89 4.24 5.26 1.1073 -0.0658
GOOG / Alphabet Inc. 0.02 3.37 4.23 17.36 1.1052 0.0553
SPY / SPDR S&P 500 ETF 0.01 -4.60 4.20 5.37 1.0964 -0.0638
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.01 5.73 4.17 25.03 1.0878 0.1174
GS / The Goldman Sachs Group, Inc. 0.01 0.57 3.76 30.29 0.9817 0.1417
COST / Costco Wholesale Corporation 0.00 -0.08 3.62 4.56 0.9463 -0.0628
RTX / RTX Corporation 0.02 -0.78 3.62 9.36 0.9457 -0.0184
CVX / Chevron Corporation 0.03 6.34 3.60 -8.97 0.9407 -0.2116
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.05 9.31 3.49 16.56 0.9116 0.0395
BX / Blackstone Inc. 0.02 2.34 3.43 9.51 0.8967 -0.0162
JNJ / Johnson & Johnson 0.02 0.97 3.40 -7.00 0.8881 -0.1767
HD / The Home Depot, Inc. 0.01 -0.17 3.28 -0.12 0.8564 -0.0998
BA / The Boeing Company 0.02 -6.90 3.19 14.41 0.8333 0.0210
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.02 0.00 2.93 3.39 0.7657 -0.0602
GE / General Electric Company 0.01 0.01 2.84 28.61 0.7420 0.0987
PG / The Procter & Gamble Company 0.02 1.31 2.72 -5.30 0.7091 -0.1258
NEE / NextEra Energy, Inc. 0.04 1.86 2.67 -0.26 0.6968 -0.0821
CB / Chubb Limited 0.01 0.79 2.67 -3.30 0.6965 -0.1066
GLD / SPDR Gold Trust 0.01 23.37 2.62 30.53 0.6845 0.0997
WMB / The Williams Companies, Inc. 0.04 -4.44 2.57 0.43 0.6714 -0.0740
IBM / International Business Machines Corporation 0.01 51.52 2.47 79.64 0.6452 0.2447
MCD / McDonald's Corporation 0.01 -4.50 2.40 -10.67 0.6278 -0.1559
UNP / Union Pacific Corporation 0.01 0.00 2.39 -2.61 0.6242 -0.0904
WMT / Walmart Inc. 0.02 -2.42 2.39 8.69 0.6238 -0.0161
PEP / PepsiCo, Inc. 0.02 7.14 2.37 -5.64 0.6200 -0.1127
ORCL / Oracle Corporation 0.01 4.29 2.36 63.03 0.6175 0.1953
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF 0.05 -16.72 2.31 -18.65 0.6025 -0.2233
LLY / Eli Lilly and Company 0.00 10.46 2.18 4.25 0.5697 -0.0396
SBUX / Starbucks Corporation 0.02 5.57 2.17 -1.41 0.5661 -0.0739
DUK / Duke Energy Corporation 0.02 4.84 2.14 1.42 0.5583 -0.0554
QQQ / Invesco QQQ Trust, Series 1 0.00 5.30 2.10 23.84 0.5495 0.0548
LRCX / Lam Research Corporation 0.02 4.96 2.06 40.49 0.5383 0.1112
IBIT / iShares Bitcoin Trust ETF 0.03 2.03 0.5311 0.5311
TY / Tri-Continental Corporation 0.06 2.47 2.00 5.78 0.5210 -0.0282
NKE / NIKE, Inc. 0.03 10.83 1.96 24.02 0.5125 0.0518
SPGI / S&P Global Inc. 0.00 2.78 1.95 6.63 0.5081 -0.0231
CRM / Salesforce, Inc. 0.01 6.49 1.94 8.19 0.5070 -0.0154
ABBV / AbbVie Inc. 0.01 2.07 1.91 -9.59 0.4976 -0.1160
MDT / Medtronic plc 0.02 1.82 1.90 -1.19 0.4970 -0.0641
AMGN / Amgen Inc. 0.01 0.52 1.90 -9.91 0.4960 -0.1179
ABFL / Abacus FCF ETF Trust - Abacus FCF Leaders ETF 0.03 -4.45 1.87 5.76 0.4893 -0.0264
TAFI / AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF 0.07 0.00 1.85 0.11 0.4836 -0.0552
MA / Mastercard Incorporated 0.00 0.00 1.80 2.51 0.4700 -0.0412
HGER / Harbor ETF Trust - Harbor Commodity All-Weather Strategy ETF 0.07 11.99 1.79 13.12 0.4663 0.0066
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.02 -5.38 1.78 -5.23 0.4639 -0.0819
LMT / Lockheed Martin Corporation 0.00 -5.18 1.72 -1.66 0.4496 -0.0602
NFLX / Netflix, Inc. 0.00 1.84 1.71 46.27 0.4458 0.1059
FSIG / First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF 0.09 -0.17 1.67 0.78 0.4365 -0.0465
XOM / Exxon Mobil Corporation 0.02 0.93 1.66 -8.51 0.4325 -0.0946
CL / Colgate-Palmolive Company 0.02 8.24 1.62 5.05 0.4241 -0.0262
VZ / Verizon Communications Inc. 0.04 18.43 1.61 12.95 0.4217 0.0055
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF 0.02 78.02 1.55 91.25 0.4050 0.1688
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.03 3.22 1.47 15.76 0.3837 0.0142
PM / Philip Morris International Inc. 0.01 -0.99 1.46 13.58 0.3802 0.0070
UNH / UnitedHealth Group Incorporated 0.00 13.68 1.45 -32.31 0.3792 -0.2453
GEV / GE Vernova Inc. 0.00 -0.33 1.44 72.73 0.3772 0.1338
COP / ConocoPhillips 0.02 6.12 1.38 -9.34 0.3601 -0.0827
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF 0.02 5.55 1.34 13.13 0.3511 0.0050
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.04 0.07 1.30 -9.16 0.3394 -0.0769
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund 0.03 5.60 1.30 9.64 0.3389 -0.0058
COF / Capital One Financial Corporation 0.01 14.40 1.26 35.77 0.3301 0.0590
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund 0.04 0.00 1.26 -0.63 0.3299 -0.0403
ET / Energy Transfer LP - Limited Partnership 0.07 -0.33 1.23 -2.76 0.3215 -0.0473
HON / Honeywell International Inc. 0.01 -2.13 1.19 7.61 0.3104 -0.0112
PCT / PureCycle Technologies, Inc. 0.09 -31.26 1.18 36.09 0.3094 0.0559
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 0.06 -11.93 1.17 -10.59 0.3067 -0.0757
D / Dominion Energy, Inc. 0.02 5.44 1.16 6.32 0.3031 -0.0149
MRK / Merck & Co., Inc. 0.01 -0.75 1.16 -12.50 0.3018 -0.0827
VTV / Vanguard Index Funds - Vanguard Value ETF 0.01 0.00 1.15 2.32 0.3000 -0.0269
DVY / iShares Trust - iShares Select Dividend ETF 0.01 -1.77 1.13 -2.91 0.2963 -0.0438
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 2.08 1.13 10.39 0.2943 -0.0028
AXP / American Express Company 0.00 0.03 1.12 18.47 0.2916 0.0174
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund 0.01 0.00 1.12 3.43 0.2916 -0.0226
CSCO / Cisco Systems, Inc. 0.02 76.48 1.10 98.38 0.2882 0.1262
BMY / Bristol-Myers Squibb Company 0.02 -1.16 1.08 -25.02 0.2812 -0.1368
STZ / Constellation Brands, Inc. 0.01 -1.48 1.06 -12.66 0.2773 -0.0767
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.03 1.04 0.2704 0.2704
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF 0.01 26.67 1.03 35.76 0.2679 0.0479
ABT / Abbott Laboratories 0.01 -2.56 1.02 0.00 0.2653 -0.0308
TJX / The TJX Companies, Inc. 0.01 -1.57 1.02 -0.20 0.2651 -0.0311
TMO / Thermo Fisher Scientific Inc. 0.00 -0.60 1.00 -18.97 0.2622 -0.0988
CLX / The Clorox Company 0.01 7.08 1.00 -12.71 0.2603 -0.0721
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0.01 -6.77 0.99 -8.08 0.2585 -0.0552
TT / Trane Technologies plc 0.00 -18.50 0.97 5.80 0.2525 -0.0136
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.01 4.07 0.93 -5.58 0.2430 -0.0439
PLTR / Palantir Technologies Inc. 0.01 -2.81 0.93 57.19 0.2426 0.0703
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.01 -8.02 0.91 -7.11 0.2388 -0.0478
EVLV / Evolv Technologies Holdings, Inc. 0.15 -35.26 0.91 29.53 0.2371 0.0329
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.01 2.58 0.90 13.43 0.2361 0.0039
BAC / Bank of America Corporation 0.02 6.18 0.90 20.43 0.2357 0.0174
CAAA / First Trust Exchange-Traded Fund IV - First Trust Commercial Mortgage Opportunities ETF 0.04 -6.74 0.90 -6.06 0.2348 -0.0441
CAT / Caterpillar Inc. 0.00 0.00 0.89 17.81 0.2332 0.0123
ZTS / Zoetis Inc. 0.01 7.53 0.89 1.83 0.2326 -0.0221
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund 0.01 3.33 0.89 7.11 0.2322 -0.0097
HYFI / AB Active ETFs, Inc. - AB High Yield ETF 0.02 -0.78 0.87 0.93 0.2279 -0.0239
AVGO / Broadcom Inc. 0.00 9.38 0.87 80.08 0.2267 0.0863
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund 0.02 0.00 0.86 1.17 0.2258 -0.0230
ED / Consolidated Edison, Inc. 0.01 0.20 0.84 -9.08 0.2197 -0.0497
WFC / Wells Fargo & Company 0.01 -0.42 0.79 11.11 0.2063 -0.0007
DIS / The Walt Disney Company 0.01 -4.28 0.78 20.28 0.2029 0.0148
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.01 -0.12 0.77 -7.83 0.2000 -0.0419
BKNG / Booking Holdings Inc. 0.00 0.00 0.76 25.66 0.1995 0.0225
CEG / Constellation Energy Corporation 0.00 7.67 0.75 72.48 0.1964 0.0694
OKE / ONEOK, Inc. 0.01 -0.94 0.71 -18.56 0.1858 -0.0684
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 0.98 0.67 9.30 0.1750 -0.0036
TSLX / Sixth Street Specialty Lending, Inc. 0.03 -4.90 0.67 1.22 0.1737 -0.0177
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 19.95 0.66 47.09 0.1714 0.0415
SCHW / The Charles Schwab Corporation 0.01 4.37 0.65 21.79 0.1709 0.0142
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 4.94 0.65 9.95 0.1705 -0.0022
TXN / Texas Instruments Incorporated 0.00 -0.32 0.65 15.19 0.1704 0.0054
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF 0.02 65.98 0.64 76.58 0.1674 0.0615
T / AT&T Inc. 0.02 39.48 0.64 42.92 0.1661 0.0364
ETN / Eaton Corporation plc 0.00 4.41 0.63 37.06 0.1634 0.0305
GILD / Gilead Sciences, Inc. 0.01 0.61 0.1600 0.1600
NMZ / Nuveen Municipal High Income Opportunity Fund 0.06 0.61 0.1580 0.1580
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.01 26.29 0.60 25.63 0.1562 0.0176
CP / Canadian Pacific Kansas City Limited 0.01 0.00 0.60 13.07 0.1559 0.0021
ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF 0.03 0.59 0.1548 0.1548
PFE / Pfizer Inc. 0.02 6.50 0.59 1.90 0.1541 -0.0146
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock) 0.01 0.00 0.59 15.58 0.1530 0.0052
YUM / Yum! Brands, Inc. 0.00 -1.99 0.58 -7.69 0.1504 -0.0313
KO / The Coca-Cola Company 0.01 -0.53 0.57 -1.88 0.1499 -0.0202
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.01 2.16 0.57 11.70 0.1497 0.0002
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 -5.79 0.57 4.18 0.1497 -0.0106
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 0.01 0.00 0.56 16.70 0.1461 0.0064
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.00 -1.02 0.56 10.74 0.1455 -0.0010
ACN / Accenture plc 0.00 -6.97 0.55 -10.86 0.1437 -0.0361
VRTX / Vertex Pharmaceuticals Incorporated 0.00 -2.45 0.55 -10.44 0.1435 -0.0352
AEP / American Electric Power Company, Inc. 0.01 -1.06 0.53 -6.01 0.1391 -0.0260
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.01 11.83 0.52 11.09 0.1363 -0.0004
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund 0.01 0.66 0.52 -0.19 0.1349 -0.0158
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF 0.00 0.00 0.52 18.66 0.1345 0.0080
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF 0.01 2.02 0.51 7.35 0.1336 -0.0051
AMT / American Tower Corporation 0.00 -4.19 0.51 -2.67 0.1334 -0.0195
ADP / Automatic Data Processing, Inc. 0.00 -2.19 0.49 -1.40 0.1292 -0.0167
KMI / Kinder Morgan, Inc. 0.02 0.48 0.1261 0.1261
MO / Altria Group, Inc. 0.01 5.12 0.48 2.55 0.1261 -0.0108
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 0.00 0.48 17.60 0.1258 0.0065
PNC / The PNC Financial Services Group, Inc. 0.00 -0.70 0.48 5.29 0.1249 -0.0073
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 0.00 0.48 6.25 0.1244 -0.0062
APH / Amphenol Corporation 0.00 0.00 0.48 50.63 0.1244 0.0323
BLK / BlackRock, Inc. 0.00 0.00 0.47 10.90 0.1223 -0.0007
CSX / CSX Corporation 0.01 0.00 0.47 10.71 0.1216 -0.0007
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 0.00 122.00 0.46 122.93 0.1194 0.0594
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.01 0.45 0.1163 0.1163
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 2.53 0.44 5.77 0.1151 -0.0061
SHOP / Shopify Inc. 0.00 -2.75 0.44 17.65 0.1149 0.0059
ISRG / Intuitive Surgical, Inc. 0.00 11.02 0.44 21.73 0.1143 0.0097
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 3.24 0.42 10.37 0.1084 -0.0012
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.00 33.07 0.41 44.84 0.1063 0.0242
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.00 3.79 0.41 2.27 0.1058 -0.0098
WAB / Westinghouse Air Brake Technologies Corporation 0.00 -0.67 0.40 14.61 0.1046 0.0029
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF 0.01 0.00 0.39 0.26 0.1007 -0.0114
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 0.01 0.38 0.0997 0.0997
TSAT / Telesat Corporation 0.02 -1.62 0.38 27.80 0.0986 0.0125
ON / ON Semiconductor Corporation 0.01 20.00 0.38 54.51 0.0985 0.0275
ARCC / Ares Capital Corporation 0.02 -16.93 0.38 -17.58 0.0980 -0.0347
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF 0.01 0.28 0.37 9.12 0.0970 -0.0020
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF 0.01 0.78 0.37 -0.80 0.0966 -0.0122
EXC / Exelon Corporation 0.01 6.30 0.37 0.27 0.0957 -0.0108
EQR / Equity Residential 0.01 0.00 0.37 -5.93 0.0956 -0.0174
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 0.02 -12.65 0.36 -11.65 0.0953 -0.0249
GEN / Gen Digital Inc. 0.01 -0.20 0.36 10.40 0.0945 -0.0008
PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 0.02 72.73 0.36 75.61 0.0941 0.0342
VRT / Vertiv Holdings Co 0.00 0.36 0.0928 0.0928
AMAT / Applied Materials, Inc. 0.00 -3.48 0.35 21.65 0.0927 0.0078
MMM / 3M Company 0.00 0.00 0.35 3.51 0.0926 -0.0070
TGT / Target Corporation 0.00 -8.22 0.35 -13.33 0.0918 -0.0262
ETR / Entergy Corporation 0.00 0.00 0.35 -2.54 0.0901 -0.0132
FNGR / FingerMotion, Inc. 0.17 17.53 0.34 74.36 0.0888 0.0320
SO / The Southern Company 0.00 -5.42 0.34 -5.62 0.0878 -0.0159
MDLZ / Mondelez International, Inc. 0.00 0.00 0.34 -0.59 0.0878 -0.0107
AKAM / Akamai Technologies, Inc. 0.00 0.00 0.34 -0.89 0.0877 -0.0110
DRVN / Driven Brands Holdings Inc. 0.02 0.00 0.33 2.46 0.0871 -0.0077
ORLY / O'Reilly Automotive, Inc. 0.00 1,397.94 0.33 -5.48 0.0857 -0.0156
SYK / Stryker Corporation 0.00 0.00 0.32 6.27 0.0841 -0.0041
WRB / W. R. Berkley Corporation 0.00 -1.10 0.32 1.94 0.0827 -0.0076
INTC / Intel Corporation 0.01 43.02 0.31 40.72 0.0814 0.0171
UL / Unilever PLC - Depositary Receipt (Common Stock) 0.00 -0.72 0.30 1.67 0.0796 -0.0074
WSO / Watsco, Inc. 0.00 0.00 0.30 -13.22 0.0790 -0.0224
NSC / Norfolk Southern Corporation 0.00 -0.59 0.30 7.50 0.0786 -0.0030
CVS / CVS Health Corporation 0.00 0.29 0.0769 0.0769
FMNY / First Trust Exchange-Traded Fund III - First Trust New York Municipal High Income ETF 0.01 -9.53 0.29 -10.74 0.0762 -0.0189
ORI / Old Republic International Corporation 0.01 0.00 0.29 -2.04 0.0753 -0.0104
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 -2.93 0.29 32.56 0.0745 0.0118
BKH / Black Hills Corporation 0.00 0.00 0.28 -7.36 0.0724 -0.0149
TFC / Truist Financial Corporation 0.01 0.28 0.0724 0.0724
SPG / Simon Property Group, Inc. 0.00 -0.66 0.27 -3.61 0.0698 -0.0111
GEHC / GE HealthCare Technologies Inc. 0.00 -1.65 0.27 -9.86 0.0693 -0.0163
UPS / United Parcel Service, Inc. 0.00 -16.68 0.26 -23.62 0.0686 -0.0314
NU / Nu Holdings Ltd. 0.02 -46.22 0.26 -27.86 0.0677 -0.0371
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund 0.00 0.03 0.26 22.27 0.0676 0.0061
APD / Air Products and Chemicals, Inc. 0.00 0.00 0.26 -4.09 0.0674 -0.0112
AMP / Ameriprise Financial, Inc. 0.00 -0.41 0.26 9.83 0.0672 -0.0010
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.01 0.25 0.0662 0.0662
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.00 7.96 0.25 8.12 0.0662 -0.0020
CRMT / America's Car-Mart, Inc. 0.00 0.25 0.0658 0.0658
CMCSA / Comcast Corporation 0.01 0.04 0.25 -3.10 0.0653 -0.0099
LNG / Cheniere Energy, Inc. 0.00 0.00 0.25 5.08 0.0649 -0.0039
VKTX / Viking Therapeutics, Inc. 0.01 0.25 0.0641 0.0641
CMS / CMS Energy Corporation 0.00 0.24 0.0637 0.0637
ENB / Enbridge Inc. 0.01 0.00 0.24 2.54 0.0632 -0.0057
FTNT / Fortinet, Inc. 0.00 -9.86 0.24 -1.23 0.0631 -0.0080
TMUS / T-Mobile US, Inc. 0.00 0.00 0.24 -10.74 0.0631 -0.0157
IYR / iShares Trust - iShares U.S. Real Estate ETF 0.00 0.00 0.24 -1.24 0.0626 -0.0079
KKR / KKR & Co. Inc. 0.00 0.00 0.24 15.12 0.0618 0.0019
CMI / Cummins Inc. 0.00 0.14 0.24 4.91 0.0615 -0.0040
DHR / Danaher Corporation 0.00 10.70 0.24 6.82 0.0614 -0.0028
MPC / Marathon Petroleum Corporation 0.00 0.00 0.23 13.86 0.0602 0.0013
SMCI / Super Micro Computer, Inc. 0.00 0.23 0.0601 0.0601
FBTC / Fidelity Wise Origin Bitcoin Fund 0.00 0.23 0.0599 0.0599
PYPL / PayPal Holdings, Inc. 0.00 0.00 0.23 14.00 0.0597 0.0013
CRWD / CrowdStrike Holdings, Inc. 0.00 0.23 0.0589 0.0589
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.00 0.22 0.0586 0.0586
PLD / Prologis, Inc. 0.00 -0.42 0.22 -6.30 0.0584 -0.0112
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 0.22 0.0583 0.0583
CI / The Cigna Group 0.00 -37.24 0.22 -37.10 0.0569 -0.0437
WBS / Webster Financial Corporation 0.00 0.00 0.21 5.97 0.0559 -0.0029
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.00 0.21 0.0558 0.0558
RACE / Ferrari N.V. 0.00 0.21 0.0551 0.0551
IQV / IQVIA Holdings Inc. 0.00 0.00 0.21 -10.34 0.0543 -0.0134
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 0.21 0.0538 0.0538
CDNS / Cadence Design Systems, Inc. 0.00 0.21 0.0537 0.0537
ILMN / Illumina, Inc. 0.00 0.21 0.0536 0.0536
ELV / Elevance Health, Inc. 0.00 0.00 0.20 -10.53 0.0534 -0.0132
PGR / The Progressive Corporation 0.00 0.00 0.20 -5.61 0.0528 -0.0096
IR / Ingersoll Rand Inc. 0.00 0.20 0.0526 0.0526
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF 0.01 0.20 0.0523 0.0523
PAGP / Plains GP Holdings, L.P. - Limited Partnership 0.01 -6.73 0.20 -15.15 0.0514 -0.0161
KYN / Kayne Anderson Energy Infrastructure Fund, Inc. 0.02 -5.45 0.19 -5.85 0.0504 -0.0096
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock) 0.04 0.00 0.15 11.11 0.0393 -0.0001
MLGO / MicroAlgo Inc. 0.24 0.12 0.0319 0.0319
JFR / Nuveen Floating Rate Income Fund 0.01 0.00 0.12 0.00 0.0311 -0.0036
MHN / BlackRock MuniHoldings New York Quality Fund, Inc. 0.01 0.12 0.0305 0.0305
ENVX / Enovix Corporation 0.01 0.11 0.0297 0.0297
WULF / TeraWulf Inc. 0.02 69.61 0.11 176.32 0.0274 0.0162
CTOS / Custom Truck One Source, Inc. 0.02 0.10 0.0258 0.0258
BYON / Beyond, Inc. 0.01 0.00 0.07 18.97 0.0182 0.0011
WIMI / WiMi Hologram Cloud Inc. 0.01 0.03 0.0072 0.0072
PRPL / Purple Innovation, Inc. 0.04 0.00 0.03 -3.85 0.0067 -0.0011
TLRY / Tilray Brands, Inc. 0.05 0.00 0.02 -37.50 0.0054 -0.0042
REKR / Rekor Systems, Inc. 0.02 -6.26 0.02 25.00 0.0053 0.0005
GERN / Geron Corporation 0.01 0.00 0.01 -12.50 0.0037 -0.0010
ASBP / Aspire Biopharma Holdings, Inc. 0.04 0.00 0.01 -52.38 0.0026 -0.0037
GDX / VanEck ETF Trust - VanEck Gold Miners ETF 0.00 -100.00 0.00 0.0000
COO / The Cooper Companies, Inc. 0.00 -100.00 0.00 0.0000
GIII / G-III Apparel Group, Ltd. 0.00 -100.00 0.00 0.0000
SNAP / Snap Inc. 0.00 -100.00 0.00 0.0000
AJG / Arthur J. Gallagher & Co. 0.00 -100.00 0.00 0.0000
SLV / iShares Silver Trust 0.00 -100.00 0.00 0.0000
SOFI / SoFi Technologies, Inc. 0.00 -100.00 0.00 -100.00 -0.0406
PRU / Prudential Financial, Inc. 0.00 -100.00 0.00 0.0000