13F.
Bridgewater Advisors Inc.
13F-HR

Q2 2025

Period Jun 30, 2025Filed Aug 5, 2025View on EDGAR ↗
Positions
428
Total value
$1.31B
Top 10 concentration
40.7%
New positions
43

Exited positionsvs. Q1 2025

  • VANGUARD MUN BD FDS ($7.2M)
  • SHOPIFY INC ($889.15K)
  • GRAPHIC PACKAGING HLDG CO ($835.02K)
  • ASPEN AEROGELS INC ($444.96K)
  • TEMPUS AI INC ($291.7K)
  • DOW INC ($241.03K)
  • DISCOVER FINL SVCS ($237.22K)
  • CENTENE CORP DEL ($224.12K)

Holdings · 428

#Class
1
J P MORGAN EXCHANGE TRADED F
46641Q837
ULTRA SHRT ETF$97.56M7.42%1,926,101-5.1%
2
AMERICAN CENTY ETF TR
025072349
US LARGE CAP VLU$75.3M5.73%1,074,556+2.2%
3
AMERICAN CENTY ETF TR
025072885
US EQT ETF$61.89M4.71%596,319+3.9%
4
VANGUARD SCOTTSDALE FDS
92206C870
INT-TERM CORP$60.03M4.57%724,957+13.0%
5
VANGUARD INDEX FDS
922908769
TOTAL STK MKT$58.51M4.45%187,164+2.6%
6
APPLE INC
037833100
COM$41.11M3.13%194,599+2.2%
7
DIMENSIONAL ETF TRUST
25434V203
INTL CORE EQT MK$37.05M2.82%1,070,205+9.9%
8
MICROSOFT CORP
594918104
COM$36.5M2.78%71,216+2.0%
9
DIMENSIONAL ETF TRUST
25434V799
INTL CORE EQUITY$34.42M2.62%1,101,769-8.1%
10
AMERICAN CENTY ETF TR
025072703
INTL EQT ETF$32.88M2.50%442,017+6.8%
11
SPDR S&P 500 ETF TR
78462F103
TR UNIT$32.58M2.48%51,283-19.2%
12
J P MORGAN EXCHANGE TRADED F
46641Q654
ULTRA SHT MUNCPL$31.6M2.40%619,808+26.1%
13
SPDR DOW JONES INDL AVERAGE
78467X109
UT SER 1$29.46M2.24%65,981+24.1%
14
DIMENSIONAL ETF TRUST
25434V831
US HIGH PROFITAB$27.84M2.12%765,808+7.1%
15
NVIDIA CORPORATION
67066G104
COM$24.92M1.90%142,012+0.5%
16
INVESCO QQQ TR
46090E103
UNIT SER 1$24.56M1.87%43,305-0.2%
17
DIMENSIONAL ETF TRUST
25434V765
INTL HIGH PROFIT$22.55M1.72%771,597-6.9%
18
META PLATFORMS INC
30303M102
CL A$19.63M1.49%28,049+1.6%
19
VANGUARD SPECIALIZED FUNDS
921908844
DIV APP ETF$17.46M1.33%83,780+131.5%
20
AMAZON COM INC
023135106
COM$15.98M1.22%69,188+3.4%
21
MARRIOTT INTL INC NEW
571903202
CL A$14.17M1.08%52,014+0.0%
22
ALPHABET INC
02079K305
CAP STK CL A$14.12M1.07%72,156+2.4%
23
DIMENSIONAL ETF TRUST
25434V823
US REAL ESTATE E$13.38M1.02%560,675+3.9%
24
JPMORGAN CHASE & CO.
46625H100
COM$12.82M0.98%43,169+0.8%
25
VANGUARD INTL EQUITY INDEX F
922042742
TT WRLD ST ETF$11.88M0.90%90,665-0.5%
26
DIMENSIONAL ETF TRUST
25434V724
US MKTWIDE VALUE$11.14M0.85%257,484+0.1%
27
DIMENSIONAL ETF TRUST
25434V302
EMGR CRE EQT MNG$11.08M0.84%374,162+4.5%
28
DIMENSIONAL ETF TRUST
25434V500
US SMALL CAP ETF$10.89M0.83%166,002+3.5%
29
VANGUARD INDEX FDS
922908363
S&P 500 ETF SHS$10.73M0.82%18,379+0.5%
30
BERKSHIRE HATHAWAY INC DEL
084670702
CL B NEW$8.92M0.68%18,714+4.4%
31
NETFLIX INC
64110L106
COM$8.7M0.66%7,443+0.5%
32
ALPHABET INC
02079K107
CAP STK CL C$8M0.61%40,742+2.1%
33
MASTERCARD INCORPORATED
57636Q104
CL A$7.91M0.60%14,047+0.5%
34
BERKSHIRE HATHAWAY INC DEL
084670108
CL A$7.85M0.60%11-8.3%
35
AON PLC
G0403H108
SHS CL A$7.68M0.58%21,687-0.0%
36
DIMENSIONAL ETF TRUST
25434V708
US CORE EQUITY 2$7.45M0.57%202,064-0.4%
37
GOLDMAN SACHS GROUP INC
38141G104
COM$7.19M0.55%9,827+1.0%
38
EXXON MOBIL CORP
30231G102
COM$6.91M0.53%61,247+16.4%
39
VISA INC
92826C839
COM CL A$6.91M0.53%19,658-0.1%
40
SERVICENOW INC
81762P102
COM$6.51M0.50%6,559+1.1%
41
AMERICAN CENTY ETF TR
025072604
AVANTIS EMGMKT$6.5M0.49%92,552+0.5%
42
DIMENSIONAL ETF TRUST
25434V401
US EQUITY MARKET$5.64M0.43%81,829
43
J P MORGAN EXCHANGE TRADED F
46641Q647
MUNICIPAL ETF$5.57M0.42%112,941New
44
BROADCOM INC
11135F101
COM$5.19M0.39%17,449+5.9%
45
BOOKING HOLDINGS INC
09857L108
COM$4.92M0.37%883+85.9%
46
TAIWAN SEMICONDUCTOR MFG LTD
874039100
SPONSORED ADS$4.61M0.35%19,116+2.9%
47
COLGATE PALMOLIVE CO
194162103
COM$4.61M0.35%53,085-1.1%
48
TESLA INC
88160R101
COM$4.43M0.34%13,794+12.3%
49
MUELLER INDS INC
624756102
COM$4.38M0.33%49,809-3.0%
50
MR COOPER GROUP INC
62482R107
COM$4.08M0.31%25,714-23.5%
51
KLA CORP
482480100
COM NEW$3.9M0.30%4,272-3.9%
52
JOHNSON & JOHNSON
478160104
COM$3.77M0.29%22,421-5.8%
53
ISHARES TR
464287465
MSCI EAFE ETF$3.6M0.27%40,379+0.2%
54
DISNEY WALT CO
254687106
COM$3.56M0.27%29,667+3.5%
55
ISHARES TR
464287200
CORE S&P500 ETF$3.52M0.27%5,520+65.0%
56
CARDINAL HEALTH INC
14149Y108
COM$3.44M0.26%22,005-3.8%
57
PROCTER AND GAMBLE CO
742718109
COM$3.04M0.23%19,810+5.2%
58
WORLD GOLD TR
98149E303
SPDR GLD MINIS$3.03M0.23%46,001
59
ELI LILLY & CO
532457108
COM$3.01M0.23%3,944+1.0%
60
DIMENSIONAL ETF TRUST
25434V732
EMERGING MKTS CO$2.97M0.23%97,744-1.3%
61
BLACKSTONE INC
09260D107
COM$2.96M0.22%16,835+4.7%
62
SPDR GOLD TR
78463V107
GOLD SHS$2.93M0.22%9,568+0.6%
63
CISCO SYS INC
17275R102
COM$2.88M0.22%42,389-2.6%
64
INTERNATIONAL BUSINESS MACHS
459200101
COM$2.75M0.21%10,491+2.2%
65
AMERICAN EXPRESS CO
025816109
COM$2.54M0.19%8,232+0.6%
66
VANGUARD INDEX FDS
922908736
GROWTH ETF$2.51M0.19%5,535+3.1%
67
HOME DEPOT INC
437076102
COM$2.45M0.19%6,499+4.6%
68
KAYNE ANDERSON ENERGY INFRST
486606106
COM$2.35M0.18%191,283
69
VANGUARD INDEX FDS
922908629
MID CAP ETF$2.33M0.18%8,087-0.7%
70
T-MOBILE US INC
872590104
COM$2.28M0.17%9,549-5.1%
71
CUMMINS INC
231021106
COM$2.24M0.17%6,125-5.1%
72
WALMART INC
931142103
COM$2.21M0.17%22,496+9.3%
73
CBOE GLOBAL MKTS INC
12503M108
COM$2.17M0.17%9,069-4.0%
74
MCDONALDS CORP
580135101
COM$2.13M0.16%7,038-0.6%
75
DIMENSIONAL ETF TRUST
25434V609
US TARGETED VLU$2.11M0.16%37,875
76
ISHARES TR
464288638
ISHS 5-10YR INVT$2.1M0.16%39,441-2.2%
77
BANK AMERICA CORP
060505104
COM$2.09M0.16%43,672+1.2%
78
ESSENTIAL UTILS INC
29670G102
COM$1.99M0.15%54,423+1.2%
79
ORACLE CORP
68389X105
COM$1.94M0.15%7,766+13.1%
80
ABBVIE INC
00287Y109
COM$1.92M0.15%10,044+0.2%
81
VANGUARD WORLD FD
92204A702
INF TECH ETF$1.91M0.15%2,753+24.9%
82
MERCK & CO INC
58933Y105
COM$1.9M0.14%23,011+1.9%
83
QUALCOMM INC
747525103
COM$1.83M0.14%11,319-4.5%
84
PALANTIR TECHNOLOGIES INC
69608A108
CL A$1.79M0.14%11,442+4.6%
85
APPLIED MATLS INC
038222105
COM$1.67M0.13%8,870+3.9%
86
COSTCO WHSL CORP NEW
22160K105
COM$1.66M0.13%1,780-0.9%
87
BOEING CO
097023105
COM$1.66M0.13%7,328+5.8%
88
DXC TECHNOLOGY CO
23355L106
COM$1.65M0.13%117,298+0.6%
89
DT MIDSTREAM INC
23345M107
COMMON STOCK$1.63M0.12%16,147-2.5%
90
ABBOTT LABS
002824100
COM$1.61M0.12%12,555+0.6%
91
AMERICAN INTL GROUP INC
026874784
COM NEW$1.6M0.12%20,251-4.7%
92
PFIZER INC
717081103
COM$1.55M0.12%64,753-1.3%
93
SELECT SECTOR SPDR TR
81369Y803
TECHNOLOGY$1.53M0.12%5,798+0.1%
94
VANGUARD INDEX FDS
922908744
VALUE ETF$1.5M0.11%8,327-0.9%
95
SAP SE
803054204
SPON ADR$1.45M0.11%5,044+8.0%
96
RTX CORPORATION
75513E101
COM$1.42M0.11%9,047+2.5%
97
UNUM GROUP
91529Y106
COM$1.38M0.10%17,031New
98
UNION PAC CORP
907818108
COM$1.37M0.10%6,106-4.6%
99
INTUIT
461202103
COM$1.34M0.10%1,658+2.6%
100
VANGUARD STAR FDS
921909768
VG TL INTL STK F$1.34M0.10%19,233+8.2%
101
INVESCO EXCHANGE TRADED FD T
46137V837
DORSEY WRIGHT MO$1.31M0.10%11,607
102
NOVARTIS AG
66987V109
SPONSORED ADR$1.3M0.10%11,076+0.6%
103
DANAHER CORPORATION
235851102
COM$1.29M0.10%6,248-2.1%
104
ROYAL BK CDA
780087102
COM$1.27M0.10%9,775+0.2%
105
ADVANCED MICRO DEVICES INC
007903107
COM$1.26M0.10%7,103+16.4%
106
CHEVRON CORP NEW
166764100
COM$1.24M0.09%8,011+13.1%
107
SALESFORCE INC
79466L302
COM$1.22M0.09%4,554+7.8%
108
QUANTA SVCS INC
74762E102
COM$1.22M0.09%2,987+1.4%
109
COINBASE GLOBAL INC
19260Q107
COM CL A$1.21M0.09%3,269-46.4%
110
3M CO
88579Y101
COM$1.21M0.09%8,051+1.1%
111
INVESCO EXCH TRADED FD TR II
46138G649
NASDAQ 100 ETF$1.2M0.09%5,144
112
COCA COLA CO
191216100
COM$1.18M0.09%17,020+3.8%
113
UNITEDHEALTH GROUP INC
91324P102
COM$1.16M0.09%4,457-3.7%
114
CLOUDFLARE INC
18915M107
CL A COM$1.16M0.09%5,817+0.4%
115
VANGUARD INTL EQUITY INDEX F
922042874
FTSE EUROPE ETF$1.15M0.09%14,901-1.0%
116
NEXTERA ENERGY INC
65339F101
COM$1.14M0.09%15,900+3.5%
117
CSX CORP
126408103
COM$1.14M0.09%32,461+0.2%
118
IES HLDGS INC
44951W106
COM$1.14M0.09%3,343
119
PHILIP MORRIS INTL INC
718172109
COM$1.14M0.09%6,981+3.9%
120
THERMO FISHER SCIENTIFIC INC
883556102
COM$1.13M0.09%2,350+6.3%
121
VANGUARD TAX-MANAGED FDS
921943858
VAN FTSE DEV MKT$1.13M0.09%19,748-12.9%
122
SHOPIFY INC
82509L107
CL A SUB VTG SHS$1.12M0.09%9,010New
123
DEXCOM INC
252131107
COM$1.12M0.09%12,585-0.4%
124
GE AEROSPACE
369604301
COM NEW$1.07M0.08%3,958+3.4%
125
ADOBE INC
00724F101
COM$1.06M0.08%2,859-0.7%
126
MARSH & MCLENNAN COS INC
571748102
COM$1.04M0.08%5,149-0.9%
127
BOSTON SCIENTIFIC CORP
101137107
COM$1.04M0.08%9,768+1.6%
128
INVESCO EXCHANGE TRADED FD T
46137V266
S&P500 PUR GWT$1.04M0.08%22,000
129
EATON CORP PLC
G29183103
SHS$1.04M0.08%2,659+8.0%
130
VANGUARD INDEX FDS
922908751
SMALL CP ETF$1.02M0.08%4,167-3.1%
131
S&P GLOBAL INC
78409V104
COM$1.02M0.08%1,921-1.6%
132
AUTOMATIC DATA PROCESSING IN
053015103
COM$1.02M0.08%3,302-1.1%
133
UNILEVER PLC
904767704
SPON ADR NEW$1.01M0.08%16,999+2.3%
134
CATERPILLAR INC
149123101
COM$1.01M0.08%2,339+4.4%
135
SPDR SERIES TRUST
78468R796
SPDR S&P 500 ETF$1M0.08%19,231-35.8%
136
CROWDSTRIKE HLDGS INC
22788C105
CL A$990.61K0.08%2,128+12.2%
137
AT&T INC
00206R102
COM$968.31K0.07%35,327+5.9%
138
CROWN CASTLE INC
22822V101
COM$965.82K0.07%9,542+6.1%
139
PEPSICO INC
713448108
COM$965.42K0.07%7,145+1.1%
140
ENERGY TRANSFER L P
29273V100
COM UT LTD PTN$959.24K0.07%52,821+2.0%
141
PROGRESSIVE CORP
743315103
COM$949.51K0.07%3,932+0.2%
142
US BANCORP DEL
902973304
COM NEW$941.53K0.07%20,428+11.7%
143
ASML HOLDING N V
N07059210
N Y REGISTRY SHS$936.37K0.07%1,303+6.7%
144
DIMENSIONAL ETF TRUST
25434V666
US LARGE CAP VAL$936K0.07%29,434+15.6%
145
RAYMOND JAMES FINL INC
754730109
COM$924.94K0.07%5,505-0.1%
146
FVCBANKCORP INC
36120Q101
COM$916.79K0.07%70,522-15.1%
147
SCHWAB STRATEGIC TR
808524102
US BRD MKT ETF$901.77K0.07%36,792+0.2%
148
ISHARES TR
464287598
RUS 1000 VAL ETF$897.76K0.07%4,533+2.1%
149
STARBUCKS CORP
855244109
COM$893.72K0.07%9,676+3.9%
150
MORGAN STANLEY
617446448
COM NEW$891.98K0.07%6,213+1.7%
151
ICICI BANK LIMITED
45104G104
ADR$889.87K0.07%26,343+0.9%
152
BROADRIDGE FINL SOLUTIONS IN
11133T103
COM$877.69K0.07%3,539+0.7%
153
AUTOZONE INC
053332102
COM$875.49K0.07%226+1.8%
154
SCHWAB STRATEGIC TR
808524201
US LRG CAP ETF$863.44K0.07%34,291+0.0%
155
CITIGROUP INC
172967424
COM NEW$852.68K0.06%9,025+29.3%
156
SPDR S&P MIDCAP 400 ETF TR
78467Y107
UTSER1 S&PDCRP$840.45K0.06%1,435+12.3%
157
NIKE INC
654106103
CL B$838.58K0.06%10,706+14.2%
158
UNITED RENTALS INC
911363109
COM$838.13K0.06%950+0.4%
159
ISHARES TR
464287861
EUROPE ETF$820.04K0.06%13,000
160
ISHARES TR
464287234
MSCI EMG MKT ETF$813.13K0.06%16,527-10.2%
161
TORONTO DOMINION BK ONT
891160509
COM NEW$808.17K0.06%10,994+1.9%
162
ISHARES TR
46429B499
MSCI NORWAY ETF$804.97K0.06%29,055
163
ISHARES INC
464286756
MSCI SWEDEN ETF$795.12K0.06%17,685
164
DIMENSIONAL ETF TRUST
25434V716
US SUSTAINABILTY$794.68K0.06%19,646-6.9%
165
DELL TECHNOLOGIES INC
24703L202
CL C$788.89K0.06%5,937+0.1%
166
VANGUARD INDEX FDS
922908538
MCAP GR IDXVIP$781.87K0.06%2,676
167
ISHARES INC
464286749
MSCI SWITZERLAND$775.54K0.06%14,330
168
ISHARES TR
464287614
RUS 1000 GRW ETF$774.17K0.06%1,763
169
ASTRAZENECA PLC
046353108
SPONSORED ADR$773.73K0.06%10,459+2.9%
170
TEXAS INSTRS INC
882508104
COM$770.9K0.06%4,028-0.4%
171
REPUBLIC SVCS INC
760759100
COM$758.45K0.06%3,083-0.2%
172
AMERICAN CENTY ETF TR
025072281
AVANTIS RESPON U$751.04K0.06%10,688+42.0%
173
WASTE MGMT INC DEL
94106L109
COM$750.04K0.06%3,184+0.2%
174
DUOLINGO INC
26603R106
CL A COM$748.18K0.06%2,242
175
STRYKER CORPORATION
863667101
COM$740.12K0.06%1,862+1.3%
176
AMGEN INC
031162100
COM$739.64K0.06%2,437+1.2%
177
OREILLY AUTOMOTIVE INC
67103H107
COM$718.71K0.05%7,447+1404.4%
178
GE VERNOVA INC
36828A101
COM$714.03K0.05%1,129+7.9%
179
NUCOR CORP
670346105
COM$709.68K0.05%5,046-0.2%
180
GILEAD SCIENCES INC
375558103
COM$702.32K0.05%6,148+9.0%
181
ISHARES TR
46432F842
CORE MSCI EAFE$702.04K0.05%8,438+214.9%
182
SHERWIN WILLIAMS CO
824348106
COM$699.89K0.05%2,103+1.8%
183
AMERICAN TOWER CORP NEW
03027X100
COM$696.31K0.05%3,243+4.7%
184
VERIZON COMMUNICATIONS INC
92343V104
COM$690.24K0.05%16,161-4.0%
185
HCI GROUP INC
40416E103
COM$689.22K0.05%4,983+101.2%
186
VANGUARD WELLINGTON FD
921935870
SHORT TRM TAX EX$688.26K0.05%6,797
187
SHELL PLC
780259305
SPON ADS$687.45K0.05%9,403-0.2%
188
HENRY JACK & ASSOC INC
426281101
COM$685.7K0.05%3,930+7.8%
189
LOWES COS INC
548661107
COM$683.7K0.05%3,022+1.1%
190
NOVO-NORDISK A S
670100205
ADR$677.47K0.05%12,560+5.1%
191
CME GROUP INC
12572Q105
COM$675.52K0.05%2,522+5.3%
192
ACCENTURE PLC IRELAND
G1151C101
SHS CLASS A$674.66K0.05%2,419+7.6%
193
ISHARES TR
46429B523
MSCI DENMARK ETF$673.62K0.05%6,145
194
LOCKHEED MARTIN CORP
539830109
COM$673.05K0.05%1,602-1.6%
195
AMERICAN CENTY ETF TR
025072877
US SML CP VALU$671.37K0.05%7,092+0.1%
196
HDFC BANK LTD
40415F101
SPONSORED ADS$670.66K0.05%8,658-0.5%
197
AMERICAN ELEC PWR CO INC
025537101
COM$670.58K0.05%6,140+5.6%
198
ISHARES TR
46436E718
0-3 MNTH TREASRY$668.18K0.05%6,636-1.1%
199
DUKE ENERGY CORP NEW
26441C204
COM NEW$666.12K0.05%5,633+108.5%
200
SONY GROUP CORP
835699307
SPONSORED ADR$656.79K0.05%27,196-0.4%
201
CONSOLIDATED EDISON INC
209115104
COM$656.69K0.05%6,423+16.4%
202
LINDE PLC
G54950103
SHS$652.39K0.05%1,384-2.3%
203
WOORI FINL GROUP INC
981064108
SPONSORED ADS$650.37K0.05%12,225+2.1%
204
GLOBE LIFE INC
37959E102
COM$649.33K0.05%4,532-3.7%
205
KKR & CO INC
48251W104
COM$649.3K0.05%4,502+3.6%
206
CAPITAL ONE FINL CORP
14040H105
COM$647.43K0.05%3,028+86.7%
207
ZILLOW GROUP INC
98954M200
CL C CAP STK$643.27K0.05%8,057+0.2%
208
KB FINL GROUP INC
48241A105
SPONSORED ADR$640.77K0.05%8,059+0.4%
209
SCHWAB CHARLES CORP
808513105
COM$637.79K0.05%6,514-2.5%
210
EMERSON ELEC CO
291011104
COM$636.64K0.05%4,313+2.7%
211
DUPONT DE NEMOURS INC
26614N102
COM$627.73K0.05%8,495+0.0%
212
INFOSYS LTD
456788108
SPONSORED ADR$621.88K0.05%36,135+11.1%
213
TOAST INC
888787108
CL A$620.03K0.05%12,813+0.5%
214
AMPHENOL CORP NEW
032095101
CL A$619.02K0.05%5,878+3.2%
215
AXON ENTERPRISE INC
05464C101
COM$618.7K0.05%853+3.3%
216
WELLS FARGO CO NEW
949746101
COM$616.89K0.05%7,464+7.6%
217
AMERICAN CENTY ETF TR
025072299
AVANTIS RESPONSI$610.18K0.05%9,021+29.3%
218
FISERV INC
337738108
COM$608.05K0.05%4,267-1.5%
219
SCHWAB STRATEGIC TR
808524805
INTL EQTY ETF$606.48K0.05%27,393-3.4%
220
PINTEREST INC
72352L106
CL A$604.61K0.05%15,778+50.3%
221
TOYOTA MOTOR CORP
892331307
ADS$603.67K0.05%3,276-2.1%
222
TAPESTRY INC
876030107
COM$591.31K0.04%5,506+0.6%
223
RELX PLC
759530108
SPONSORED ADR$583.09K0.04%11,231-2.0%
224
DEERE & CO
244199105
COM$581.53K0.04%1,139+3.6%
225
VANGUARD INDEX FDS
922908637
LARGE CAP ETF$579.29K0.04%1,975-0.2%
226
UBER TECHNOLOGIES INC
90353T100
COM$578.79K0.04%6,644+3.4%
227
SEMPRA
816851109
COM$560.97K0.04%6,941+8.3%
228
VANGUARD INTL EQUITY INDEX F
922042775
ALLWRLD EX US$558.29K0.04%8,253+0.6%
229
UBS GROUP AG
H42097107
SHS$548.26K0.04%14,428-0.5%
230
ISHARES TR
464288570
ESG MSCI KLD 400$545.94K0.04%4,524-12.9%
231
TRAVELERS COMPANIES INC
89417E109
COM$542.26K0.04%2,087+8.1%
232
UNITED MICROELECTRONICS CORP
910873405
SPON ADR NEW$538.23K0.04%75,594-2.2%
233
FERRARI N V
N3167Y103
COM$537.81K0.04%1,064+0.1%
234
MOODYS CORP
615369105
COM$536.54K0.04%1,051+0.1%
235
VANGUARD WORLD FD
921910733
ESG US STK ETF$533.95K0.04%4,748+0.0%
236
MFS MUN INCOME TR
552738106
SH BEN INT$532.09K0.04%104,640New
237
HONEYWELL INTL INC
438516106
COM$530.8K0.04%2,394+17.4%
238
DR REDDYS LABS LTD
256135203
ADR$525.93K0.04%35,632+11.4%
239
HSBC HLDGS PLC
404280406
SPON ADR NEW$522.63K0.04%8,033+4.3%
240
GOLD FIELDS LTD
38059T106
SPONSORED ADR$515.9K0.04%20,375+1.8%
241
VERTEX PHARMACEUTICALS INC
92532F100
COM$513.93K0.04%1,097-1.4%
242
BNY MELLON STRATEGIC MUN BD
09662E109
COM$509.31K0.04%92,770
243
WIPRO LTD
97651M109
SPON ADR 1 SH$508.39K0.04%181,567+5.7%
244
EXPAND ENERGY CORPORATION
165167735
COM$500.33K0.04%5,641+8.4%
245
INTERCONTINENTAL EXCHANGE IN
45866F104
COM$499.72K0.04%2,739+2.5%
246
AMERIPRISE FINL INC
03076C106
COM$497.85K0.04%972+3.4%
247
BARCLAYS PLC
06738E204
ADR$497.6K0.04%24,818-0.5%
248
SOUTHERN CO
842587107
COM$496.94K0.04%5,336+6.6%
249
AMERICAN WTR WKS CO INC NEW
030420103
COM$496.57K0.04%3,647-0.4%
250
PALO ALTO NETWORKS INC
697435105
COM$492.7K0.04%2,542+3.0%
251
THOMSON REUTERS CORP
884903808
COM$490.29K0.04%2,449-0.1%
252
SYNOPSYS INC
871607107
COM$488.94K0.04%769+15.1%
253
MONDELEZ INTL INC
609207105
CL A$484.5K0.04%6,950+8.8%
254
MITSUBISHI UFJ FINL GROUP IN
606822104
SPONSORED ADS$478.44K0.04%34,223+2.5%
255
AUTODESK INC
052769106
COM$473.8K0.04%1,567+2.2%
256
INTUITIVE SURGICAL INC
46120E602
COM NEW$473.22K0.04%952+6.7%
257
KROGER CO
501044101
COM$471.82K0.04%6,808+8.4%
258
COMCAST CORP NEW
20030N101
CL A$471.67K0.04%14,367-8.1%
259
KINDER MORGAN INC DEL
49456B101
COM$471.31K0.04%16,985+1.8%
260
CBRE GROUP INC
12504L109
CL A$470.36K0.04%2,996+2.8%
261
DIMENSIONAL ETF TRUST
25434V690
INTERNATIONAL$469.17K0.04%11,929+24.4%
262
CINCINNATI FINL CORP
172062101
COM$467.57K0.04%3,068+23.4%
263
ALIBABA GROUP HLDG LTD
01609W102
SPONSORED ADS$466.58K0.04%3,909+3.5%
264
SCHWAB STRATEGIC TR
808524607
US SML CAP ETF$460.96K0.04%17,641-2.2%
265
SHINHAN FINANCIAL GROUP CO L
824596100
SPN ADR RESTRD$451.36K0.03%9,187+1.1%
266
CORTEVA INC
22052L104
COM$450.69K0.03%6,184+18.8%
267
TJX COS INC NEW
872540109
COM$449.53K0.03%3,689+3.8%
268
GARMIN LTD
H2906T109
SHS$447.73K0.03%1,871+0.6%
269
AMERICAN CENTY ETF TR
025072323
AVANTIS US SMALL$445.9K0.03%8,319+5.1%
270
PUTNAM MANAGED MUN INCOME TR
746823103
COM$444.44K0.03%76,102
271
HARTFORD INSURANCE GROUP INC
416515104
COM$441.97K0.03%3,546-0.1%
272
VANGUARD INTL EQUITY INDEX F
922042858
FTSE EMR MKT ETF$441.75K0.03%8,753-15.7%
273
SPDR INDEX SHS FDS
78470E106
MSCI EAFE FS ETF$440.96K0.03%9,374+37.3%
274
CORNING INC
219350105
COM$436.34K0.03%7,458+31.3%
275
CONSTELLATION ENERGY CORP
21037T109
COM$434.26K0.03%1,314+22.5%
276
ISHARES TR
464287507
CORE S&P MCP ETF$432.63K0.03%6,744+70.4%
277
PNC FINL SVCS GROUP INC
693475105
COM$432.57K0.03%2,303+1.8%
278
GENERAL DYNAMICS CORP
369550108
COM$430.51K0.03%1,368+2.0%
279
SPDR INDEX SHS FDS
78463X475
PORTFLI MSCI GBL$426.67K0.03%6,051+1.6%
280
CRH PLC
G25508105
ORD$425.43K0.03%4,385-21.8%
281
UNITY SOFTWARE INC
91332U101
COM$424.06K0.03%13,146+0.6%
282
MCKESSON CORP
58155Q103
COM$423.02K0.03%594+5.3%
283
CHENIERE ENERGY INC
16411R208
COM NEW$417.36K0.03%2,098+8.3%
284
MICRON TECHNOLOGY INC
595112103
COM$413.84K0.03%3,696+4.9%
285
INTEL CORP
458140100
COM$413.59K0.03%20,264+0.9%
286
COOPER COS INC
216648501
COM$413.53K0.03%5,639+0.4%
287
ISHARES TR
464287499
RUS MID CAP ETF$409.42K0.03%4,321
288
PARKER-HANNIFIN CORP
701094104
COM$407.11K0.03%554+6.1%
289
CADENCE DESIGN SYSTEM INC
127387108
COM$406.18K0.03%1,109+0.8%
290
ALLSTATE CORP
020002101
COM$401.37K0.03%2,070+1.1%
291
CHUBB LIMITED
H1467J104
COM$397.74K0.03%1,481-0.5%
292
ILLINOIS TOOL WKS INC
452308109
COM$395.74K0.03%1,571-5.4%
293
CHUNGHWA TELECOM CO LTD
17133Q502
SPON ADR NEW11$394.33K0.03%9,038+6.7%
294
HCA HEALTHCARE INC
40412C101
COM$394.11K0.03%1,166+7.6%
295
ISHARES TR
464287473
RUS MDCP VAL ETF$389.9K0.03%2,854+0.0%
296
ANALOG DEVICES INC
032654105
COM$388.36K0.03%1,699-1.6%
297
ISHARES BITCOIN TRUST ETF
46438F101
SHS BEN INT$386.85K0.03%5,799New
298
VANGUARD SCOTTSDALE FDS
92206C714
VNG RUS1000VAL$386.67K0.03%4,448
299
CARRIER GLOBAL CORPORATION
14448C104
COM$382.53K0.03%5,337-0.4%
300
BLACKROCK N Y MUN INCOME TRU
09248L106
SH BEN INT$378.67K0.03%40,370New
301
DIMENSIONAL ETF TRUST
25434V104
US CORE EQT MKT$377.62K0.03%8,667+0.1%
302
EQUIFAX INC
294429105
COM$375.51K0.03%1,519-0.2%
303
TARGA RES CORP
87612G101
COM$375.07K0.03%2,316+0.7%
304
BRITISH AMERN TOB PLC
110448107
SPONSORED ADR$374.46K0.03%7,096+9.9%
305
SUMITOMO MITSUI FINL GROUP I
86562M209
SPONSORED ADR$373.25K0.03%24,221+0.6%
306
JANUS DETROIT STR TR
47103U845
HENDRSON AAA CL$370.06K0.03%7,286
307
DOLLAR TREE INC
256746108
COM$369.58K0.03%3,294+5.1%
308
MAMAS CREATIONS INC
56146T103
COM$366.82K0.03%43,197+0.5%
309
SPDR SERIES TRUST
78464A870
S&P BIOTECH$363.62K0.03%4,236-14.1%
310
PAYCHEX INC
704326107
COM$356K0.03%2,417-0.7%
311
AFLAC INC
001055102
COM$355.42K0.03%3,615+1.4%
312
CANADIAN PACIFIC KANSAS CITY
13646K108
COM$354.36K0.03%4,651-0.6%
313
BANK NEW YORK MELLON CORP
064058100
COM$353.69K0.03%3,472+5.0%
314
ISHARES TR
464287622
RUS 1000 ETF$350.78K0.03%1,005
315
NEUBERGER BERMAN MUN FD INC
64124P101
COM$348.13K0.03%35,633
316
VENTAS INC
92276F100
COM$346.11K0.03%6,231+8.6%
317
SPOTIFY TECHNOLOGY S A
L8681T102
SHS$339.44K0.03%547-23.0%
318
PATRICK INDS INC
703343103
COM$339.22K0.03%3,349+0.1%
319
PROLOGIS INC.
74340W103
COM$334.1K0.03%3,045-3.1%
320
ISHARES TR
464288257
MSCI ACWI ETF$333.92K0.03%2,548+7.4%
321
VISTRA CORP
92840M102
COM$333.44K0.03%1,734+4.0%
322
NETEASE INC
64110W102
SPONSORED ADS$332.38K0.03%2,527+3.3%
323
EQUINIX INC
29444U700
COM$326.89K0.02%403-0.7%
324
BANK MONTREAL QUE
063671101
COM$325.95K0.02%2,877+0.2%
325
ISHARES TR
464287325
GLOB HLTHCRE ETF$321.39K0.02%3,748
326
CONOCOPHILLIPS
20825C104
COM$317.34K0.02%3,238-6.8%
327
BRISTOL-MYERS SQUIBB CO
110122108
COM$315.74K0.02%6,738-15.4%
328
REALTY INCOME CORP
756109104
COM$309.4K0.02%5,394+20.3%
329
FIDELITY WISE ORIGIN BITCOIN
315948109
SHS$307.71K0.02%3,002New
330
AGNICO EAGLE MINES LTD
008474108
COM$307.67K0.02%2,436+2.6%
331
METLIFE INC
59156R108
COM$307.17K0.02%3,954+0.6%
332
SANOFI
80105N105
SPONSORED ADR$306.96K0.02%6,220-14.5%
333
KIMBERLY-CLARK CORP
494368103
COM$304.73K0.02%2,932+20.4%
334
BLACKROCK MUNIHLDGS NY QLTY
09255C106
COM$299.37K0.02%31,612New
335
TRANE TECHNOLOGIES PLC
G8994E103
SHS$298.42K0.02%646+7.7%
336
SCHWAB STRATEGIC TR
808524300
US LCAP GR ETF$297.87K0.02%9,883-3.3%
337
TRUIST FINL CORP
89832Q109
COM$296.34K0.02%7,277+7.0%
338
YUM BRANDS INC
988498101
COM$292.36K0.02%2,076-16.9%
339
THE CIGNA GROUP
125523100
COM$292.17K0.02%1,000-4.4%
340
EXPEDIA GROUP INC
30212P303
COM NEW$291.69K0.02%1,644New
341
ZOETIS INC
98978V103
CL A$290.24K0.02%1,922-1.8%
342
MOTOROLA SOLUTIONS INC
620076307
COM NEW$289.01K0.02%778+3.7%
343
OMNICOM GROUP INC
681919106
COM$287.11K0.02%4,011-46.5%
344
NORTHROP GRUMMAN CORP
666807102
COM$284.9K0.02%497+7.1%
345
WHEATON PRECIOUS METALS CORP
962879102
COM$283.41K0.02%3,035+2.7%
346
MARVELL TECHNOLOGY INC
573874104
COM$283.12K0.02%3,709New
347
CENCORA INC
03073E105
COM$281.66K0.02%1,184+43.3%
348
AIR PRODS & CHEMS INC
009158106
COM$281.02K0.02%966+0.2%
349
PERFORMANCE FOOD GROUP CO
71377A103
COM$274.24K0.02%3,238-23.7%
350
MONGODB INC
60937P106
CL A$273.4K0.02%1,137-1.8%
351
PDD HOLDINGS INC
722304102
SPONSORED ADS$273.19K0.02%2,367+10.8%
352
BANCO BILBAO VIZCAYA ARGENTA
05946K101
SPONSORED ADR$271.78K0.02%17,377+0.3%
353
THE TRADE DESK INC
88339J105
COM CL A$271.09K0.02%3,209New
354
WEX INC
96208T104
COM$269.1K0.02%1,558+0.8%
355
DIAGEO PLC
25243Q205
SPON ADR NEW$268.83K0.02%2,577-20.5%
356
VANGUARD SCOTTSDALE FDS
92206C649
VNG RUS2000VAL$268.53K0.02%1,854-5.1%
357
ISHARES GOLD TR
464285204
ISHARES NEW$267.19K0.02%4,262+0.6%
358
GALLAGHER ARTHUR J & CO
363576109
COM$265.3K0.02%950+2.8%
359
ASE TECHNOLOGY HLDG CO LTD
00215W100
SPONSORED ADS$264.98K0.02%25,284+1.0%
360
MEDTRONIC PLC
G5960L103
SHS$264.95K0.02%2,866+6.1%
361
PAYPAL HLDGS INC
70450Y103
COM$262.08K0.02%3,668New
362
DIMENSIONAL ETF TRUST
25434V807
INTERNATNAL VAL$261.75K0.02%5,987
363
ECOLAB INC
278865100
COM$260.69K0.02%1,005-2.2%
364
BHP GROUP LTD
088606108
SPONSORED ADS$259.73K0.02%4,927-5.7%
365
BANCO SANTANDER S.A.
05964H105
ADR$259.08K0.02%29,045+2.1%
366
DOORDASH INC
25809K105
CL A$259.01K0.02%1,065New
367
SELECT SECTOR SPDR TR
81369Y209
SBI HEALTHCARE$258.91K0.02%1,926+23.4%
368
CHIPOTLE MEXICAN GRILL INC
169656105
COM$258.65K0.02%5,828+0.5%
369
GENERAL MLS INC
370334104
COM$257.02K0.02%6,384+15.8%
370
VANGUARD CHARLOTTE FDS
92203J407
TOTAL INT BD ETF$257K0.02%5,206+0.6%
371
CAMECO CORP
13321L108
COM$254.72K0.02%3,237New
372
SPDR SERIES TRUST
78468R622
BLOOMBERG HIGH Y$253.51K0.02%2,613
373
ONEOK INC NEW
682680103
COM$253.33K0.02%3,537+5.4%
374
CONAGRA BRANDS INC
205887102
COM$252.85K0.02%14,573-47.7%
375
MERCADOLIBRE INC
58733R102
COM$250.42K0.02%115+12.7%
376
VANGUARD WORLD FD
92204A504
HEALTH CAR ETF$250.2K0.02%1,010
377
POSCO HOLDINGS INC
693483109
SPONSORED ADR$249.95K0.02%4,406-5.1%
378
IDEXX LABS INC
45168D104
COM$249.29K0.02%435New
379
MSCI INC
55354G100
COM$248.73K0.02%466+6.9%
380
MANULIFE FINL CORP
56501R106
COM$247.62K0.02%7,866New
381
VANGUARD WORLD FD
921910816
MEGA GRWTH IND$246.41K0.02%650
382
WISDOMTREE TR
97717W307
US LARGECAP DIVD$244.7K0.02%2,911-7.6%
383
HOWMET AEROSPACE INC
443201108
COM$242.71K0.02%1,283New
384
WELLTOWER INC
95040Q104
COM$242.47K0.02%1,461+5.1%
385
HUMANA INC
444859102
COM$241.23K0.02%1,037-11.1%
386
WILLIAMS SONOMA INC
969904101
COM$241.19K0.02%1,289New
387
TOTALENERGIES SE
89151E109
SPONSORED ADS$241.17K0.02%3,924+5.3%
388
ROPER TECHNOLOGIES INC
776696106
COM$240.43K0.02%427-1.4%
389
SOUTHWEST AIRLS CO
844741108
COM$239.37K0.02%7,697
390
TRIP COM GROUP LTD
89677Q107
ADS$238.82K0.02%3,783+0.1%
391
ENBRIDGE INC
29250N105
COM$238.38K0.02%5,288+2.2%
392
ISHARES TR
46429B697
MSCI USA MIN VOL$237.26K0.02%2,530
393
SCHWAB STRATEGIC TR
808524847
US REIT ETF$236.25K0.02%10,948+0.0%
394
CVS HEALTH CORP
126650100
COM$235.47K0.02%3,925+3.5%
395
MARATHON PETE CORP
56585A102
COM$233.67K0.02%1,570New
396
WILLIAMS COS INC
969457100
COM$233.39K0.02%4,091+1.2%
397
DEVON ENERGY CORP NEW
25179M103
COM$232.59K0.02%6,797+2.9%
398
TARGET CORP
87612E106
COM$231.73K0.02%2,224+1.7%
399
PGIM ETF TR
69344A834
AAA CLO ETF$231.47K0.02%4,498New
400
CANADIAN IMPERIAL BK COMM
136069101
COM$230.88K0.02%3,185New
401
JOHNSON CTLS INTL PLC
G51502105
SHS$229.19K0.02%2,220New
402
IMPERIAL OIL LTD
453038408
COM NEW$229.11K0.02%2,674New
403
NEWMONT CORP
651639106
COM$228.64K0.02%3,653New
404
MIZUHO FINANCIAL GROUP INC
60687Y109
SPONSORED ADR$227.73K0.02%38,598-1.8%
405
BLOCK INC
852234103
CL A$226.02K0.02%2,891New
406
J P MORGAN EXCHANGE TRADED F
46641Q332
EQUITY PREMIUM$225.1K0.02%3,938New
407
ING GROEP N.V.
456837103
SPONSORED ADR$224.51K0.02%9,513New
408
SYSCO CORP
871829107
COM$222.44K0.02%3,300New
409
KONINKLIJKE PHILIPS N V
500472303
NY REGIS SHS NEW$221.16K0.02%7,893New
410
BRAZE INC
10576N102
COM CL A$217.68K0.02%7,367-1.4%
411
BANK NOVA SCOTIA HALIFAX
064149107
COM$213.8K0.02%3,821New
412
CINTAS CORP
172908105
COM$212.66K0.02%955New
413
TEXAS PACIFIC LAND CORPORATI
88262P102
COM$212.64K0.02%214-49.5%
414
KELLANOVA
487836108
COM$211.97K0.02%2,645-0.3%
415
MICROSTRATEGY INC
594972408
CL A NEW$211.54K0.02%536New
416
SEA LTD
81141R100
SPONSORD ADS$211.29K0.02%1,317New
417
TWILIO INC
90138F102
CL A$210.9K0.02%1,624New
418
APPLOVIN CORP
03831W108
COM CL A$210.47K0.02%582New
419
CANADIAN NATL RY CO
136375102
COM$209.25K0.02%2,198-1.7%
420
LOEWS CORP
540424108
COM$208.67K0.02%2,318New
421
ELEVANCE HEALTH INC
036752103
COM$207.89K0.02%720+25.9%
422
SELECT SECTOR SPDR TR
81369Y605
FINANCIAL$207.03K0.02%3,921New
423
MICROCHIP TECHNOLOGY INC.
595017104
COM$206.95K0.02%3,258New
424
PVH CORPORATION
693656100
COM$206.12K0.02%2,748New
425
ROYAL CARIBBEAN GROUP
V7780T103
COM$205.34K0.02%614New
426
VANGUARD ADMIRAL FDS INC
921932505
500 GRTH IDX F$205.17K0.02%500New
427
ALTRIA GROUP INC
02209S103
COM$203.87K0.02%3,715New
428
KINROSS GOLD CORP
496902404
COM$203.58K0.02%12,716New
Total filing value: $1.31B