13F.
Bridgewater Advisors Inc.
13F-HR

Q1 2026

Period Mar 31, 2026Filed May 14, 2026View on EDGAR ↗
Positions
456
Total value
$1.68B
Top 10 concentration
45.6%
New positions
44

Exited positionsvs. Q4 2025

  • DIMENSIONAL ETF TRUST ($4.2M)
  • ASTRAZENECA PLC ($993.21K)
  • VANGUARD WELLINGTON FD ($693.29K)
  • SPDR INDEX SHS FDS ($486K)
  • SPDR INDEX SHS FDS ($482.3K)
  • FIDELITY WISE ORIGIN BITCOIN ($481.69K)
  • BLACKROCK MUNIHLDGS NY QLTY ($363.14K)
  • IDEXX LABS INC ($324.13K)

Holdings · 456

#Class
1
AMERICAN CENTY ETF TR
025072349
US LARGE CAP VLU$104.97M6.24%1,189,165+3.4%
2
J P MORGAN EXCHANGE TRADED F
46641Q837
ULTRA SHRT ETF$96.98M5.77%1,919,555+2.8%
3
AMERICAN CENTY ETF TR
025072885
US EQT ETF$95.35M5.67%762,310+8.8%
4
VANGUARD INDEX FDS
922908769
TOTAL STK MKT$87.27M5.19%239,288+6.4%
5
J P MORGAN EXCHANGE TRADED F
46654Q716
ACTIVE BOND ETF$86.52M5.15%1,622,258+30.2%
6
VANGUARD SCOTTSDALE FDS
92206C870
INT-TERM CORP$81.57M4.85%987,957+12.3%
7
APPLE INC
037833100
COM$64.59M3.84%216,109+14.4%
8
DIMENSIONAL ETF TRUST
25434V203
INTL CORE EQT MK$58.9M3.50%1,414,582+7.1%
9
AMERICAN CENTY ETF TR
025072703
INTL EQT ETF$50.4M3.00%551,646+7.8%
10
STATE STR SPDR S&P 500 ETF T
78462F103
TR UNIT$39.34M2.34%52,999+1.2%
11
DIMENSIONAL ETF TRUST
25434V831
US HIGH PROFITAB$38.6M2.30%967,302+6.0%
12
J P MORGAN EXCHANGE TRADED F
46641Q654
ULTRA SHT MUNCPL$31.92M1.90%627,358-9.0%
13
DIMENSIONAL ETF TRUST
25434V799
INTL CORE EQUITY$29.66M1.76%778,819-11.6%
14
J P MORGAN EXCHANGE TRADED F
46641Q647
MUNICIPAL ETF$29.14M1.73%580,164+27.5%
15
NVIDIA CORPORATION
67066G104
COM$28.72M1.71%127,178-4.3%
16
MICROSOFT CORP
594918104
COM$27.7M1.65%68,351-2.2%
17
VANGUARD NY TAX FREE FDS
92204H400
TAX EXEMPT BD$27.36M1.63%265,762+43.5%
18
ALPHABET INC
02079K305
CAP STK CL A$26M1.55%64,782-5.8%
19
INVESCO QQQ TR
46090E103
UNIT SER 1$25.52M1.52%35,708-20.1%
20
AMAZON COM INC
023135106
COM$19.72M1.17%72,988+2.2%
21
DIMENSIONAL ETF TRUST
25434V765
INTL HIGH PROFIT$18.65M1.11%544,727-21.2%
22
MARRIOTT INTL INC NEW
571903202
CL A$17.37M1.03%49,922+5.3%
23
DIMENSIONAL ETF TRUST
25434V302
EMGR CRE EQT MNG$17.34M1.03%436,182+5.8%
24
META PLATFORMS INC
30303M102
CL A$15.36M0.91%24,902-0.4%
25
ALPHABET INC
02079K107
CAP STK CL C$15.34M0.91%38,451-4.8%
26
VANGUARD INTL EQUITY INDEX F
922042742
TT WRLD ST ETF$15.3M0.91%98,439+4.2%
27
DIMENSIONAL ETF TRUST
25434V500
US SMALL CAP ETF$14.18M0.84%185,342+5.1%
28
STATE STR SPDR DOW JONES IND
78467X109
UT SER 1$13.93M0.83%28,019-39.1%
29
DIMENSIONAL ETF TRUST
25434V724
US MKTWIDE VALUE$13.57M0.81%257,917+0.1%
30
VANGUARD INDEX FDS
922908363
S&P 500 ETF SHS$13.06M0.78%19,142+3.0%
31
JPMORGAN CHASE & CO
46625H100
COM$13.01M0.77%43,341+1.3%
32
AMERICAN CENTY ETF TR
02507A606
AVANTIS TOTAL EQ$10.22M0.61%192,733New
33
DIMENSIONAL ETF TRUST
25434V708
US CORE EQUITY 2$8.86M0.53%204,966-0.8%
34
BERKSHIRE HATHAWAY INC DEL
084670702
CL B NEW$8.85M0.53%18,233-2.1%
35
VANGUARD SPECIALIZED FUNDS
921908844
DIV APP ETF$8.52M0.51%37,244-1.5%
36
GOLDMAN SACHS GROUP INC
38141G104
COM$8.39M0.50%8,811-5.5%
37
EXXON MOBIL CORP
30231G102
COM$8.29M0.49%54,700-5.0%
38
AMERICAN CENTY ETF TR
025072604
AVANTIS EMGMKT$8.07M0.48%85,004-2.9%
39
BERKSHIRE HATHAWAY INC DEL
084670108
CL A$8M0.48%11
40
TAIWAN SEMICONDUCTOR MANUFAC
874039100
SPONSORED ADS$7.3M0.43%18,249-4.5%
41
BROADCOM INC
11135F101
COM$7.27M0.43%17,445+2.3%
42
KLA CORP
482480100
COM NEW$7.25M0.43%3,947-6.9%
43
AON PLC
G0403H108
SHS CL A$6.79M0.40%21,857New
44
NETFLIX INC.
64110L106
COM$6.77M0.40%77,331+17.6%
45
MASTERCARD INCORPORATED
57636Q104
CL A$6.53M0.39%13,306-1.9%
46
DIMENSIONAL ETF TRUST
25434V401
US EQUITY MARKET$6.2M0.37%76,773-0.0%
47
MUELLER INDS INC
624756102
COM$6.1M0.36%43,736-7.8%
48
TESLA INC
88160R101
COM$5.91M0.35%13,275-4.5%
49
VISA INC
92826C839
COM CL A$5.14M0.31%16,055-4.8%
50
JOHNSON & JOHNSON
478160104
COM$4.99M0.30%21,659-4.2%
51
ISHARES TR
464287200
CORE S&P500 ETF$4.65M0.28%6,229+1.1%
52
DIMENSIONAL ETF TRUST
25434V732
EMERGING MKTS CO$4.37M0.26%108,245+10.7%
53
WORLD GOLD TR
98149E303
SPDR GLD MINIS$4.26M0.25%45,958
54
COLGATE PALMOLIVE CO
194162103
COM$4.24M0.25%48,338-2.8%
55
ELI LILLY & CO
532457108
COM$4.12M0.24%4,051+2.8%
56
CUMMINS INC
231021106
COM$4.09M0.24%5,766-4.7%
57
CISCO SYS INC
17275R102
COM$4.06M0.24%40,004-6.5%
58
ISHARES TR
464287465
MSCI EAFE ETF$3.93M0.23%37,857-2.0%
59
ROCKET COS INC
77311W101
COM CL A$3.87M0.23%286,808+19.0%
60
SPDR GOLD TR
78463V107
GOLD SHS$3.55M0.21%8,242-6.1%
61
MICRON TECHNOLOGY INC
595112103
COM$3.45M0.21%4,298+0.1%
62
APPLIED MATLS INC
038222105
COM$3.41M0.20%7,891-9.3%
63
CARDINAL HEALTH INC
14149Y108
COM$3.38M0.20%18,547-9.5%
64
SERVICENOW INC
81762P102
COM$3.13M0.19%35,958+14.9%
65
WALMART INC
931142103
COM$3.09M0.18%23,492-0.5%
66
VANGUARD WORLD FD
92204A702
INF TECH ETF$3.09M0.18%27,210+697.0%
67
CBOE GLOBAL MKTS INC
12503M108
COM$2.99M0.18%8,151-10.0%
68
DISNEY WALT CO
254687106
COM$2.97M0.18%28,305-1.5%
69
ADVANCED MICRO DEVICES INC
007903107
COM$2.9M0.17%6,505-5.6%
70
MERCK & CO INC
58933Y105
COM$2.7M0.16%23,809+0.2%
71
KAYNE ANDERSON ENERGY INFRST
486606106
COM$2.68M0.16%190,006+0.6%
72
AMERICAN EXPRESS CO
025816109
COM$2.54M0.15%8,226-4.0%
73
DIMENSIONAL ETF TRUST
25434V609
US TARGETED VLU$2.48M0.15%37,725-0.4%
74
IES HOLDINGS INC
44951W106
COM$2.27M0.13%3,343
75
BANK AMERICA CORP
060505104
COM$2.24M0.13%45,034-0.8%
76
QUANTA SVCS INC
74762E102
COM$2.21M0.13%2,897-1.9%
77
INTERNATIONAL BUSINESS MACHS
459200101
COM$2.18M0.13%10,288-6.7%
78
PROCTER & GAMBLE CO
742718109
COM$2.18M0.13%15,827-15.3%
79
CATERPILLAR INC
149123101
COM$2.18M0.13%2,420+0.9%
80
INTEL CORP
458140100
COM$2.18M0.13%18,141-18.2%
81
ASML HLDG NV
N07059210
N Y REGISTRY SHS$2.17M0.13%1,371+3.2%
82
VANGUARD INDEX FDS
922908629
MID CAP ETF$2.17M0.13%28,143+248.0%
83
ISHARES TR
464288638
ISHS 5-10YR INVT$2.08M0.12%39,162-0.5%
84
VANGUARD INDEX FDS
922908736
GROWTH ETF$2.06M0.12%23,567+322.7%
85
ABBVIE INC
00287Y109
COM$2.04M0.12%9,803-3.0%
86
BLACKSTONE INC
09260D107
COM$2.03M0.12%17,054-1.3%
87
ESSENTIAL UTILS INC
29670G102
COM$2.02M0.12%54,481-0.2%
88
ORACLE CORP
68389X105
COM$1.97M0.12%10,373-12.9%
89
SELECT SECTOR SPDR TR
81369Y803
STATE STREET TEC$1.94M0.12%10,947-5.4%
90
MCDONALDS CORP
580135101
COM$1.85M0.11%6,700-4.4%
91
COSTCO WHOLESALE CORPORATION
22160K105
COM$1.84M0.11%1,785+2.6%
92
DT MIDSTREAM INC
23345M107
COMMON STOCK$1.77M0.11%12,257-9.7%
93
PFIZER INC
717081103
COM$1.76M0.10%67,640+3.8%
94
BOEING CO
097023105
COM$1.75M0.10%7,331-1.6%
95
HOME DEPOT INC
437076102
COM$1.66M0.10%5,503-5.7%
96
RTX CORPORATION
75513E101
COM$1.65M0.10%9,287+0.7%
97
MORGAN STANLEY
617446448
COM NEW$1.62M0.10%8,367+32.1%
98
VANGUARD STAR FDS
921909768
VG TL INTL STK F$1.56M0.09%18,362+0.5%
99
NEXTERA ENERGY INC
65339F101
COM$1.54M0.09%16,276-0.0%
100
INVESCO EXCH TRADED FD TR II
46138G649
NASDAQ 100 ETF$1.54M0.09%5,248+0.0%
101
NOVARTIS AG
66987V109
SPONSORED ADR$1.53M0.09%10,249-7.8%
102
ROYAL BK CDA
780087102
COM$1.53M0.09%8,479-14.1%
103
INVESCO EXCHANGE TRADED FD T
46137V837
DORSEY WRIGHT MO$1.52M0.09%10,712
104
CHEVRON CORPORATION
166764100
COM$1.49M0.09%8,084+0.7%
105
UNION PAC CORP
907818108
COM$1.48M0.09%5,579-6.5%
106
ASE TECHNOLOGY HLDG CO LTD
00215W100
SPONSORED ADS$1.41M0.08%39,743+29.0%
107
UNITEDHEALTH GROUP INC
91324P102
COM$1.38M0.08%4,637+9.0%
108
VANGUARD INTL EQUITY INDEX F
922042874
FTSE EUROPE ETF$1.38M0.08%15,710
109
DIMENSIONAL ETF TRUST
25434V716
US SUSTAINABILTY$1.35M0.08%29,579+2.1%
110
GE VERNOVA INC
36828A101
COM$1.34M0.08%1,257+5.4%
111
CORNING INC
219350105
COM$1.33M0.08%6,545+0.6%
112
AMERICAN CENTY ETF TR
025072281
AVANTIS RESPON U$1.32M0.08%15,590+0.6%
113
QUALCOMM INC
747525103
COM$1.32M0.08%6,195-30.7%
114
COCA COLA CO
191216100
COM$1.3M0.08%16,282-4.7%
115
INVESCO EXCHANGE TRADED FD T
46137V266
S&P500 PUR GWT$1.27M0.08%22,000
116
UNITED MICROELECTRONICS CORP
910873405
SPON ADR NEW$1.27M0.08%79,803+1.8%
117
GE AEROSPACE
369604301
COM NEW$1.27M0.08%4,304-1.5%
118
CSX CORP
126408103
COM$1.26M0.08%28,819-12.3%
119
PHILIP MORRIS INTL INC
718172109
COM$1.23M0.07%6,661-2.4%
120
DIMENSIONAL ETF TRUST
25434V666
US LARGE CAP VAL$1.17M0.07%30,630
121
VANGUARD INDEX FDS
922908744
VALUE ETF$1.17M0.07%5,609-32.7%
122
SEAGATE TECHNOLOGY HLDNGS PL
G7997R103
ORD SHS$1.17M0.07%1,477+0.9%
123
ISHARES TR
464287598
RUS 1000 VAL ETF$1.15M0.07%4,905+1.5%
124
CLOUDFLARE INC
18915M107
CL A COM$1.15M0.07%6,094+3.0%
125
TORONTO DOMINION BK ONT
891160509
COM NEW$1.13M0.07%10,625-6.6%
126
TEXAS INSTRS INC
882508104
COM$1.13M0.07%3,690-6.5%
127
NUCOR CORP
670346105
COM$1.1M0.07%4,801-0.3%
128
ISHARES TR
46429B499
MSCI NORWAY ETF$1.09M0.06%29,055
129
SPDR SERIES TRUST
78468R796
STATE STREET SPD$1.07M0.06%17,599-10.6%
130
ENERGY TRANSFER L P
29273V100
COM UT LTD PTN$1.06M0.06%52,830+0.0%
131
US BANCORP
902973304
COM NEW$1.06M0.06%20,540+0.1%
132
SCHWAB STRATEGIC TR
808524102
US BRD MKT ETF$1.06M0.06%37,107+2.7%
133
EATON CORP PLC
G29183103
SHS$1.06M0.06%2,601+1.6%
134
THERMO FISHER SCIENTIFIC INC
883556102
COM$1.06M0.06%2,368-1.7%
135
ENTERPRISE PRODS PARTNERS L
293792107
COM$1.04M0.06%27,108+14.4%
136
PEPSICO INC
713448108
COM$1.02M0.06%6,854-10.9%
137
3M CO
88579Y101
COM$993.24K0.06%8,214+1.6%
138
VANGUARD BD INDEX FDS
921937835
TOTAL BND MRKT$989.87K0.06%13,526+95.0%
139
DANAHER CORP DEL
235851102
COM$984.79K0.06%5,933-6.2%
140
DXC TECHNOLOGY CO
23355L106
COM$959.46K0.06%118,425-0.4%
141
STATE STR SPDR S&P MIDCAP 40
78467Y107
UTSER1 S&PDCRP$957.75K0.06%1,435
142
CROWDSTRIKE HLDGS INC
22788C105
CL A$941.74K0.06%1,674+24.2%
143
ISHARES TR
464287861
EUROPE ETF$936.52K0.06%13,000
144
VANGUARD TAX-MANAGED FDS
921943858
VAN FTSE DEV MKT$935.42K0.06%13,244-26.9%
145
SK TELECOM CO LTD
78440P306
SPONSORED ADR$918.75K0.05%23,183+73.2%
146
DELL TECHNOLOGIES INC
24703L202
CL C$912.49K0.05%3,770-31.2%
147
VANGUARD INTL EQUITY INDEX F
922042775
ALLWRLD EX US$906.98K0.05%10,933+1.5%
148
AMERICAN CENTY ETF TR
025072299
AVANTIS RESPONSI$903.68K0.05%11,351+1.3%
149
VANGUARD INDEX FDS
922908751
SMALL CP ETF$902.7K0.05%3,160-17.4%
150
ISHARES INC
464286756
MSCI SWEDEN ETF$897.34K0.05%17,685
151
ADOBE INC
00724F101
COM$896.49K0.05%3,798+13.7%
152
GOLD FIELDS LTD
38059T106
SPONSORED ADR$896.11K0.05%20,011-4.1%
153
DIMENSIONAL ETF TRUST
25434V690
INTERNATIONAL$894.17K0.05%19,804+7.2%
154
AMERICAN ELEC PWR CO INC
025537101
COM$891.01K0.05%7,024+2.0%
155
ISHARES INC
464286749
MSCI SWITZERLAND$885.02K0.05%14,330
156
KB FINL GROUP INC
48241A105
SPONSORED ADR$876.07K0.05%8,450+4.2%
157
ASTRAZENECA PLC
G0593M107
ORD$866.26K0.05%4,615New
158
SHOPIFY INC
82509L107
CL A SUB VTG SHS$864.14K0.05%9,058+0.4%
159
PALANTIR TECHNOLOGIES INC
69608A108
CL A$863.83K0.05%6,642-8.2%
160
ABBOTT LABORATORIES
002824100
COM$853.43K0.05%10,181-14.9%
161
AMGEN INC
031162100
COM$852.39K0.05%2,545+2.3%
162
ISHARES TR
46432F842
CORE MSCI EAFE$851.72K0.05%8,768+3.9%
163
ISHARES TR
464287614
RUS 1000 GRW ETF$849.29K0.05%6,832+290.4%
164
CITIGROUP INC
172967424
COM NEW$848.1K0.05%6,834-27.5%
165
UNITED RENTALS INC
911363109
COM$843.61K0.05%906-6.3%
166
SCHWAB STRATEGIC TR
808524201
US LRG CAP ETF$838.99K0.05%28,762-2.1%
167
FVCBANKCORP INC
36120Q101
COM$833.02K0.05%54,198-8.8%
168
WOORI FINL GROUP INC
981064108
SPONSORED ADS$823.74K0.05%12,936-0.2%
169
LOCKHEED MARTIN CORP
539830109
COM$812.08K0.05%1,562+3.1%
170
T-MOBILE US INC
872590104
COM$803.32K0.05%4,238-6.3%
171
GILEAD SCIENCES INC
375558103
COM$798.13K0.05%5,999-2.6%
172
POSCO HOLDINGS INC
693483109
SPONSORED ADR$796.47K0.05%9,685+70.8%
173
ANALOG DEVICES INC
032654105
COM$779.59K0.05%1,805+1.5%
174
MARSH & MCLENNAN COS INC
571748102
COM$774.63K0.05%4,876-5.4%
175
AMPHENOL CORP
032095101
CL A$774.36K0.05%6,313+0.4%
176
SHELL PLC
780259305
SPON ADS$771.83K0.05%9,088-3.9%
177
VERIZON COMMUNICATIONS INC
92343V104
COM$769.39K0.05%16,297+2.6%
178
VANGUARD INDEX FDS
922908538
MCAP GR IDXVIP$768.9K0.05%2,676
179
HCI GROUP INC
40416E103
COM$766.06K0.05%4,982
180
TAPESTRY INC
876030107
COM$746.71K0.04%5,829-0.1%
181
AT&T INC
00206R102
COM$738.37K0.04%29,845-12.1%
182
CONSOLIDATED EDISON INC
209115104
COM$732.06K0.04%6,896+3.9%
183
HSBC HLDGS PLC
404280406
SPON ADR NEW$728.91K0.04%8,043-2.4%
184
DEXCOM INC
252131107
COM$720.94K0.04%12,321-0.3%
185
RAYMOND JAMES FINL INC
754730109
COM$717.8K0.04%4,678-11.1%
186
TJX COS INC NEW
872540109
COM$713.73K0.04%5,156+3.9%
187
CME GROUP INC
12572Q105
COM$713.14K0.04%2,560+0.5%
188
AMERICAN CENTY ETF TR
025072877
US SML CP VALU$712.03K0.04%6,044+0.9%
189
WESTERN DIGITAL CORP
958102105
COM$711K0.04%1,469-9.7%
190
MFS MUN INCOME TR
552738106
SH BEN INT$696.06K0.04%127,250
191
WASTE MGMT INC DEL
94106L109
COM$694.68K0.04%3,276+0.7%
192
ISHARES TR
46429B523
MSCI DENMARK ETF$693.14K0.04%6,145
193
COINBASE GLOBAL INC
19260Q107
COM CL A$690.56K0.04%3,440+12.0%
194
LINDE PLC
G54950103
SHS$684.5K0.04%1,334-0.6%
195
BLACKROCK MUNIYIELD N Y QUAL
09255E102
COM$682K0.04%68,819New
196
MITSUBISHI UFJ FINANCIAL GRO
606822104
SPONSORED ADS$680.61K0.04%36,573+2.0%
197
SAP SE
803054204
SPON ADR$674.9K0.04%4,197-6.3%
198
VANGUARD INDEX FDS
922908637
LARGE CAP ETF$674.05K0.04%1,975
199
SHINHAN FINANCIAL GROUP CO L
824596100
SPN ADR RESTRD$666.65K0.04%10,374+9.9%
200
PALO ALTO NETWORKS INC
697435105
COM$663.71K0.04%2,914+10.8%
201
ALIBABA GROUP HLDG LTD
01609W102
SPONSORED ADS$659.41K0.04%4,522-0.3%
202
DEERE & CO
244199105
COM$659.38K0.04%1,152+1.8%
203
TRAVELERS COMPANIES INC
89417E109
COM$656.11K0.04%2,224-1.3%
204
ICICI BANK LIMITED
45104G104
ADR$649.91K0.04%25,308-0.6%
205
ISHARES TR
464288570
ESG MSCI KLD 400$640.55K0.04%4,535+0.6%
206
SCHWAB STRATEGIC TR
808524805
INTL EQTY ETF$622.41K0.04%22,791-12.0%
207
SONY GROUP CORP
835699307
SPONSORED ADR$619.86K0.04%27,199-5.8%
208
LOWES COS INC
548661107
COM$619.67K0.04%2,877-7.4%
209
SCHWAB CHARLES CORP
808513105
COM$615.6K0.04%6,752-2.4%
210
UBER TECHNOLOGIES INC
90353T100
COM$615.52K0.04%8,240+1.1%
211
DUKE ENERGY CORP NEW
26441C204
COM NEW$614.28K0.04%5,540+0.7%
212
GLOBE LIFE INC
37959E102
COM$613.6K0.04%4,027-4.0%
213
TOYOTA MOTOR CORP
892331307
ADS$609.92K0.04%3,264-7.5%
214
BHP BILLITON LIMITED
088606108
SPONSORED ADS$607.26K0.04%6,687+8.0%
215
S&P GLOBAL INC
78409V104
COM$600.17K0.04%1,476-23.6%
216
EMERSON ELEC CO
291011104
COM$598.13K0.04%4,342-1.9%
217
AUTOZONE INC
053332102
COM$596.93K0.04%191-16.2%
218
MAMAS CREATIONS INC
56146T103
COM$588.47K0.04%43,152-0.0%
219
BARCLAYS PLC
06738E204
ADR$584.16K0.03%25,576+0.5%
220
PROGRESSIVE CORP
743315103
COM$581.5K0.03%2,967-25.4%
221
CAPITAL ONE FINL CORP
14040H105
COM$580.1K0.03%3,219+3.5%
222
OREILLY AUTOMOTIVE INC
67103H107
COM$577.61K0.03%6,961-2.7%
223
STARBUCKS CORP
855244109
COM$577.53K0.03%5,469-10.2%
224
BNY MELLON STRATEGIC MUN BD
09662E109
COM$571.46K0.03%92,770
225
SEMPRA
816851109
COM$570.07K0.03%6,614+2.2%
226
HENRY JACK & ASSOC INC
426281101
COM$568.29K0.03%4,092-22.8%
227
SHERWIN WILLIAMS CO
824348106
COM$565.2K0.03%1,977+0.9%
228
SUMITOMO MITSUI FIN GRP INC
86562M209
SPONSORED ADR$564.37K0.03%25,274+2.5%
229
DEVON ENERGY CORP NEW
25179M103
COM$559.93K0.03%16,873+80.2%
230
STRYKER CORPORATION
863667101
COM$559.26K0.03%1,959+0.9%
231
UBS GROUP AG
H42097107
SHS$556.87K0.03%12,033-15.3%
232
AUTOMATIC DATA PROCESSING IN
053015103
COM$548.7K0.03%2,720-17.1%
233
EQUINIX INC
29444U700
COM$540.04K0.03%515+8.0%
234
SPDR SERIES TRUST
78464A870
STATE STREET SPD$537.69K0.03%3,958
235
ISHARES TR
464287622
RUS 1000 ETF$534.93K0.03%1,323+31.6%
236
WELLS FARGO & CO
949746101
COM$529.34K0.03%7,265-6.7%
237
SPDR INDEX SHS FDS
78463X475
STATE STREET SPD$526.22K0.03%6,176New
238
NEUBERGER MUN FD INC
64124P101
COM$526.08K0.03%50,633
239
TARGA RES CORP
87612G101
COM$519.71K0.03%2,210+2.7%
240
NOVO-NORDISK A S
670100205
ADR$518.22K0.03%11,007-6.4%
241
REPUBLIC SVCS INC
760759100
COM$514.88K0.03%2,596-18.6%
242
CROWN CASTLE INC
22822V101
COM$511.61K0.03%9,587-0.7%
243
BROADRIDGE FINL SOLUTIONS IN
11133T103
COM$510.95K0.03%3,614+1.5%
244
BOSTON SCIENTIFIC CORP
101137107
COM$508.07K0.03%9,586-4.6%
245
HONEYWELL INTL INC
438516106
COM$503.07K0.03%2,316-0.4%
246
VERTEX PHARMACEUTICALS INC
92532F100
COM$502.57K0.03%1,109+3.1%
247
VENTAS INC
92276F100
COM$502.08K0.03%6,385-6.0%
248
VANGUARD WORLD FD
921910733
ESG US STK ETF$498.71K0.03%3,817-18.6%
249
CHUBB LTD SWITZ
H1467J104
COM$497.73K0.03%1,591+3.0%
250
BONDBLOXX ETF TRUST
09789C721
IR M TAXAWARE$497.35K0.03%9,826New
251
ISHARES TR
464287507
CORE S&P MCP ETF$497.21K0.03%6,799+0.8%
252
CINCINNATI FINL CORP
172062101
COM$496.42K0.03%3,071+1.0%
253
CORTEVA INC
22052L104
COM$495.87K0.03%5,949-6.0%
254
RIO TINTO PLC
767204100
SPONSORED ADR$494.59K0.03%4,414+7.9%
255
VANGUARD SCOTTSDALE FDS
92206C714
VNG RUS1000VAL$494.37K0.03%4,802+8.0%
256
INTUIT
461202103
COM$492.06K0.03%1,324-19.3%
257
AMERICAN CENTY ETF TR
025072323
AVANTIS US SMALL$486.09K0.03%7,240-5.8%
258
DR REDDYS LABS LTD
256135203
ADR$485.87K0.03%37,404+12.5%
259
AGNICO EAGLE MINES LTD
008474108
COM$484.44K0.03%2,472+1.0%
260
PARKER-HANNIFIN CORP
701094104
COM$479.48K0.03%545-6.4%
261
SELECT SECTOR SPDR TR
81369Y605
STATE STREET FIN$478.54K0.03%9,385+140.8%
262
HCA HEALTHCARE INC
40412C101
COM$478K0.03%1,158-2.3%
263
PUTNAM MANAGED MUN INCOME TR
746823103
COM$477.92K0.03%76,102
264
VANGUARD INTL EQUITY INDEX F
922042858
FTSE EMR MKT ETF$477.58K0.03%7,968-4.1%
265
HARTFORD INSURANCE GROUP INC
416515104
COM$473.48K0.03%3,570-15.9%
266
MARVELL TECHNOLOGY INC
573874104
COM$473.46K0.03%2,661-18.0%
267
SCHWAB STRATEGIC TR
808524607
US SML CAP ETF$471.71K0.03%14,255-0.5%
268
GENERAL DYNAMICS CORP
369550108
COM$470.39K0.03%1,394+0.4%
269
MOODYS CORP
615369105
COM$466.21K0.03%1,064-1.9%
270
PROLOGIS INC.
74340W103
COM$458.94K0.03%3,232-7.6%
271
ISHARES TR
464287234
MSCI EMG MKT ETF$457.43K0.03%6,806-57.7%
272
SOUTHERN CO
842587107
COM$456.61K0.03%5,130-1.6%
273
ISHARES BITCOIN TRUST ETF
46438F101
SHS BEN INT$455.71K0.03%10,100New
274
NEWMONT CORP
651639106
COM$448.84K0.03%3,851+3.6%
275
KINDER MORGAN INC DEL
49456B101
COM$443.65K0.03%16,300+5.7%
276
AMERIPRISE FINL INC
03076C106
COM$442.86K0.03%960
277
BANK NEW YORK MELLON CORP
064058100
COM$442.41K0.03%3,695-2.2%
278
SPDR INDEX SHS FDS
78470E106
STATE STREET SPD$441.98K0.03%8,270New
279
AMERICAN INTL GROUP INC
026874784
COM NEW$441.42K0.03%5,825-3.7%
280
SALESFORCE INC
79466L302
COM$438.94K0.03%2,647-13.9%
281
CHUNGHWA TELECOM CO LTD
17133Q502
SPON ADR NEW11$438.52K0.03%10,081+4.3%
282
VANGUARD CALIF TAX FREE FDS
922021605
TAX EXEMPT BD FD$438.23K0.03%4,407-59.7%
283
MCKESSON CORP
58155Q103
COM$433.68K0.03%596-6.1%
284
ISHARES TR
464287499
RUS MID CAP ETF$431.63K0.03%4,121
285
ISHARES TR
464287473
RUS MDCP VAL ETF$431.56K0.03%2,742
286
MERCADOLIBRE INC
58733R102
COM$429.08K0.03%295New
287
CHENIERE ENERGY INC
16411R208
COM NEW$427.2K0.03%2,091-11.4%
288
CVS HEALTH CORP
126650100
COM$423.6K0.03%4,318-2.0%
289
ISHARES TR
464288257
MSCI ACWI ETF$422K0.03%2,707+7.4%
290
EXPAND ENERGY CORPORATION
165167735
COM$421.34K0.03%5,583-5.3%
291
CADENCE DESIGN SYSTEM INC
127387108
COM$420.78K0.03%1,207-2.1%
292
CIENA CORP
171779309
COM NEW$418.46K0.02%724New
293
AFLAC INC
001055102
COM$416.93K0.02%3,622-0.0%
294
WELLTOWER INC
95040Q104
COM$416.66K0.02%1,987+11.7%
295
BANCO BILBAO VIZCAYA ARGENTA
05946K101
SPONSORED ADR$414.26K0.02%19,003+1.5%
296
CAMECO CORP
13321L108
COM$413.44K0.02%3,583+6.2%
297
INTUITIVE SURGICAL INC
46120E602
COM NEW$413.34K0.02%956-8.3%
298
BOOKING HOLDINGS INC
09857L108
COM$413.09K0.02%2,715+204.4%
299
COMCAST CORP NEW
20030N101
CL A$410.87K0.02%16,474-4.3%
300
BRITISH AMERN TOB PLC
110448107
SPONSORED ADR$407.33K0.02%6,233-15.6%
301
TEXAS PACIFIC LAND CORPORATI
88262P102
COM$406.65K0.02%1,058+41.3%
302
AMERICAN TOWER CORP
03027X100
COM$404.75K0.02%2,436-17.8%
303
ALLSTATE CORP
020002101
COM$402.2K0.02%1,866-9.2%
304
BRISTOL-MYERS SQUIBB CO
110122108
COM$401.81K0.02%7,288+1.8%
305
REALTY INCOME CORP
756109104
COM$400.46K0.02%6,509+4.2%
306
CRH PLC
G25508105
ORD$397.81K0.02%3,946-33.6%
307
MONOLITHIC PWR SYS INC
609839105
COM$393.94K0.02%247+1.6%
308
BANCO SANTANDER SA
05964H105
ADR$393.85K0.02%32,986+9.3%
309
KROGER CO
501044101
COM$385.93K0.02%5,826-10.2%
310
SYNOPSYS INC
871607107
COM$383.23K0.02%752-0.1%
311
DUPONT DE NEMOURS INC
26614N102
COM$382.19K0.02%8,187+4.0%
312
ISHARES GOLD TR
464285204
ISHARES NEW$381.25K0.02%4,323-2.5%
313
VERTIV HOLDINGS CO
92537N108
COM CL A$377.03K0.02%1,019New
314
CONSTELLATION ENERGY CORP
21037T109
COM$375.21K0.02%1,365+1.3%
315
MIZUHO FINANCIAL GROUP INC
60687Y109
SPONSORED ADR$373.83K0.02%42,051+1.7%
316
CENOVUS ENERGY INC
15135U109
COM$365.95K0.02%12,334-4.4%
317
PNC FINL SVCS GROUP INC
693475105
COM$364.09K0.02%1,757-24.1%
318
RELX PLC
759530108
SPONSORED ADR$360.59K0.02%11,404+2.9%
319
MAGNA INTL INC
559222401
COM$356.97K0.02%5,801+5.1%
320
SLB LIMITED
806857108
COM STK$356.54K0.02%6,562-5.4%
321
INTERCONTINENTAL EXCHANGE IN
45866F104
COM$354.27K0.02%2,333-15.5%
322
CBRE GROUP INC
12504L109
CL A$354.02K0.02%2,599-2.0%
323
JOHNSON CONTROLS INTERNATION
G51502105
SHS$353.32K0.02%2,457+10.9%
324
CANADIAN PACIFIC KANSAS CITY
13646K108
COM$350.87K0.02%4,097-0.7%
325
ISHARES TR
464287325
GLOB HLTHCRE ETF$349.09K0.02%3,748
326
VEEVA SYS INC
922475108
CL A COM$348.68K0.02%2,239+129.2%
327
CONOCOPHILLIPS
20825C104
COM$348.68K0.02%3,241+5.4%
328
EXPEDIA GROUP INC
30212P303
COM NEW$348.64K0.02%1,697+1.3%
329
MONGODB INC
60937P106
CL A$348.45K0.02%1,178+0.2%
330
MANULIFE FINL CORP
56501R106
COM$345.68K0.02%8,675+3.3%
331
SOUTHERN COPPER CORP
84265V105
COM$345.67K0.02%1,801-11.5%
332
TRANE TECHNOLOGIES PLC
G8994E103
SHS$345.38K0.02%745+1.4%
333
WHEATON PRECIOUS METALS CORP
962879102
COM$343.04K0.02%2,412-16.7%
334
BANK MONTREAL MEDIUM
063671101
COM$341.8K0.02%2,275-20.7%
335
VANGUARD SCOTTSDALE FDS
92206C649
VNG RUS2000VAL$341.71K0.02%1,854
336
DIMENSIONAL ETF TRUST
25434V104
US CORE EQT MKT$341.53K0.02%6,702-16.8%
337
STMICROELECTRONICS N V
861012102
NY REGISTRY$339.77K0.02%5,360New
338
UNITY SOFTWARE INC
91332U101
COM$338.95K0.02%13,371+1.1%
339
DIMENSIONAL ETF TRUST
25434V807
INTERNATNAL VAL$333.18K0.02%5,987
340
COOPER COS INC
216648501
COM$330.53K0.02%5,892-10.8%
341
AMERICAN WTR WKS CO INC NEW
030420103
COM$329.79K0.02%3,139-18.4%
342
ACCENTURE PLC IRELAND
G1151C101
SHS CLASS A$327.96K0.02%2,198-2.7%
343
ILLINOIS TOOL WKS INC
452308109
COM$327.36K0.02%1,441-9.9%
344
SUNCOR ENERGY INC NEW
867224107
COM$326.06K0.02%4,935+2.1%
345
INFOSYS LTD
456788108
SPONSORED ADR$325.93K0.02%27,481-17.6%
346
MARATHON PETE CORP
56585A102
COM$325.26K0.02%1,666New
347
FEDEX CORP
31428X106
COM$321.6K0.02%870-0.8%
348
CARRIER GLOBAL CORPORATION
14448C104
COM$320.66K0.02%5,284-0.1%
349
DIMENSIONAL ETF TRUST
25434V682
EMERGING MARKETS$320.61K0.02%6,517+0.7%
350
AUTODESK INC
052769106
COM$320.5K0.02%1,429-12.2%
351
NIKE INC
654106103
CL B$320.13K0.02%7,647-18.3%
352
PATRICK INDS INC
703343103
COM$319.35K0.02%3,354-0.2%
353
FERRARI N V
N3167Y103
COM$318.83K0.02%957-8.8%
354
METLIFE INC
59156R108
COM$318.74K0.02%4,082-0.8%
355
ONEOK INC NEW
682680103
COM$314.12K0.02%4,064+5.9%
356
YUM BRANDS INC
988498101
COM$311.45K0.02%2,108+3.5%
357
ZILLOW GROUP INC
98954M200
CL C CAP STK$309.32K0.02%8,028-0.2%
358
ENBRIDGE INC
29250N105
COM$308.13K0.02%5,583+2.4%
359
SOUTHWEST AIRLS CO
844741108
COM$306.88K0.02%7,879-1.7%
360
ELBIT SYS LTD
M3760D101
ORD$304.68K0.02%391+1.3%
361
TARGET CORP
87612E106
COM$304K0.02%2,522+3.3%
362
JANUS HENDERSON GROUP PLC
G4474Y214
ORD SHS$302.72K0.02%5,855+12.9%
363
JANUS DETROIT STR TR
47103U845
HENDRSON AAA CL$301.7K0.02%5,959
364
NETEASE COM INC
64110W102
SPONSORED ADS$300.96K0.02%2,511-2.3%
365
MONDELEZ INTL INC
609207105
CL A$300.41K0.02%5,018-0.3%
366
WILLIAMS COS INC
969457100
COM$300.23K0.02%5,162+10.0%
367
STATE STR CORP
857477103
COM$294.76K0.02%1,945+5.5%
368
TOAST INC
888787108
CL A$291.56K0.02%13,213+1.8%
369
PRICE T ROWE GROUP INC
74144T108
COM$289.95K0.02%2,815New
370
MICROCHIP TECHNOLOGY INC.
595017104
COM$289.94K0.02%3,198-2.2%
371
CANADIAN IMPERIAL BANK OF CO
136069101
COM$288.82K0.02%2,624-22.9%
372
VANGUARD WORLD FD
921910816
MEGA GRWTH IND$288.31K0.02%3,250+400.0%
373
SELECT SECTOR SPDR TR
81369Y209
STATE STREET HEA$287.55K0.02%1,960+2.5%
374
GSK PLC
37733W204
SPONSORED ADR$287.46K0.02%5,638+3.3%
375
CURTISS WRIGHT CORP
231561101
COM$286.13K0.02%383+0.5%
376
ING GROEP N.V.
456837103
SPONSORED ADR$284.96K0.02%9,601+2.0%
377
PETROLEO BRASILEIRO S A
71654V408
SPONSORED ADR$282.41K0.02%14,416New
378
NORTHROP GRUMMAN CORP
666807102
COM$278.56K0.02%505-1.2%
379
VANGUARD WORLD FD
92204A504
HEALTH CAR ETF$277.15K0.02%1,010
380
FLEXTRONICS INTL LTD
Y2573F102
ORD$275.52K0.02%2,232New
381
WIPRO LTD
97651M109
SPON ADR 1 SH$275.17K0.02%151,191-21.9%
382
BANK NOVA SCOTIA B C
064149107
COM$274.86K0.02%3,595-7.9%
383
VANGUARD MUN BD FDS
922907746
TAX EXEMPT BD$274.25K0.02%5,474New
384
OMNICOM GROUP INC
681919106
COM$271.05K0.02%3,717-25.7%
385
TRUIST FINL CORP
89832Q109
COM$269.14K0.02%8,237-1.0%
386
ARGENX SE
04016X101
SPONSORED ADR$267.86K0.02%334-1.2%
387
FREEPORT MCMORAN INC
35671D857
CL B$267.52K0.02%3,983-0.4%
388
SCHWAB STRATEGIC TR
808524300
US LCAP GR ETF$266.28K0.02%7,759+0.0%
389
SANOFI SA
80105N105
SPONSORED ADR$264.17K0.02%6,228+34.3%
390
KINROSS GOLD CORP
496902404
COM$262.08K0.02%8,499-24.9%
391
APPLOVIN CORP
03831W108
COM CL A$260.68K0.02%575-9.3%
392
VANGUARD CHARLOTTE FDS
92203J407
TOTAL INT BD ETF$259.65K0.02%5,421+1.0%
393
WISDOMTREE TR
97717W851
JAPN HEDGE EQT$257.28K0.02%1,500
394
THE CIGNA GROUP
125523100
COM$256.02K0.02%869-0.3%
395
PVH CORPORATION
693656100
COM$255.56K0.02%3,193New
396
HOWMET AEROSPACE INC
443201108
COM$252.34K0.02%924-36.0%
397
SPDR SERIES TRUST
78468R622
STATE STREET SPD$251.22K0.01%2,612
398
JD.COM INC
47215P106
SPON ADS CL A$250.75K0.01%7,425New
399
DOLLAR TREE INC
256746108
COM$249.92K0.01%3,641+6.2%
400
CANADIAN NAT RES LTD MED TER
136385101
COM$249.02K0.01%5,276New
401
HALLIBURTON CO
406216101
COM$248.29K0.01%6,795+3.4%
402
HUMANA INC
444859102
COM$246.17K0.01%808-26.7%
403
MSCI INC
55354G100
COM$243.84K0.01%489+5.2%
404
BIOGEN INC
09062X103
COM$242.76K0.01%1,223+0.9%
405
PDD HOLDINGS INC
722304102
SPONSORED ADS$241.38K0.01%2,424-3.6%
406
IMPERIAL OIL LTD
453038408
COM NEW$239.65K0.01%1,820-28.7%
407
ISHARES TR
46429B697
MSCI USA MIN VOL$238.6K0.01%2,530
408
PAYCHEX INC
704326107
COM$238.56K0.01%2,717+13.7%
409
CEMEX SA EURO MTN BE 144A
151290889
SPON ADR NEW$233.74K0.01%17,640-3.9%
410
ANHEUSER BUSCH INBEV SA NV
03524A108
SPONSORED ADR$232.68K0.01%2,903New
411
INVESCO EXCH TRADED FD TR II
46138E537
NATL AMT MUNI$232.15K0.01%10,000New
412
MOTOROLA SOLUTIONS INC
620076307
COM NEW$231.58K0.01%948+4.3%
413
LOEWS CORP
540424108
COM$230.33K0.01%2,261New
414
COMFORT SYS USA INC
199908104
COM$229.81K0.01%126New
415
WW GRAINGER INC
384802104
COM$229.76K0.01%193-17.2%
416
NASDAQ INC
631103108
COM$228.14K0.01%2,587+19.9%
417
SPOTIFY TECHNOLOGY S A
L8681T102
SHS$225.58K0.01%524+8.5%
418
REGENERON PHARMACEUTICALS
75886F107
COM$225.32K0.01%319-0.9%
419
ALTRIA GROUP INC
02209S103
COM$225.23K0.01%3,794New
420
WILLIAMS SONOMA INC
969904101
COM$224.93K0.01%1,307-10.5%
421
WARNER BROS DISCOVERY INC
934423104
COM SER A$224.6K0.01%8,242+16.5%
422
NATIONAL GRID PLC
636274409
SPONSORED ADR NE$224.32K0.01%2,579+1.4%
423
EQUIFAX INC
294429105
COM$222K0.01%1,388-5.3%
424
AXON ENTERPRISE INC
05464C101
COM$220.82K0.01%590-30.6%
425
BP PLC
055622104
SPONSORED ADR$220.79K0.01%5,002New
426
VISTRA CORP
92840M102
COM$220.66K0.01%1,787-0.2%
427
HDFC BANK LTD
40415F101
SPONSORED ADS$220.37K0.01%9,228-45.8%
428
DIAGEO PLC
25243Q205
SPON ADR NEW$218.75K0.01%2,711+9.5%
429
LUMENTUM HLDGS INC
55024U109
COM$218.23K0.01%236New
430
TEVA PHARMACEUTICAL INDS LTD
881624209
SPONSORED ADS$217.92K0.01%6,012New
431
VANGUARD ADMIRAL FDS INC
921932505
500 GRTH IDX F$217.85K0.01%2,640New
432
J P MORGAN EXCHANGE TRADED F
46641Q332
EQUITY PREMIUM$217.46K0.01%3,888-15.3%
433
ORIX CORP
686330101
SPONSORED ADR$216.9K0.01%5,714New
434
MEDTRONIC PLC
G5960L103
SHS$216.66K0.01%2,843-23.3%
435
SPDR INDEX SHS FDS
78470E205
STATE STREET SPD$216.66K0.01%4,114New
436
ROCKWELL AUTOMATION INC
773903109
COM$214.29K0.01%471New
437
HILTON WORLDWIDE HLDGS INC
43300A203
COM$212.55K0.01%837New
438
ELEVANCE HEALTH INC FORMERLY
036752103
COM$211.01K0.01%528-10.8%
439
ISHARES TR
464287804
CORE S&P SCP ETF$210.67K0.01%1,557-0.5%
440
F5 INC
315616102
COM$210.51K0.01%589New
441
VANECK ETF TRUST
92189F791
JUNIOR GOLD MINE$210.17K0.01%1,630
442
ECOLAB INC
278865100
COM$209.18K0.01%936-7.4%
443
GENERAL MTRS CO
37045V100
COM$206.88K0.01%2,753+0.2%
444
NORFOLK SOUTHN CORP
655844108
COM$206.2K0.01%776New
445
EBAY INC.
278642103
COM$205.56K0.01%1,827New
446
DELTA AIR LINES INC
247361702
COM NEW$205.4K0.01%3,067New
447
NOMURA HLDGS INC
65535H208
SPONSORED ADR$204.82K0.01%25,317-6.5%
448
WOODSIDE ENERGY GROUP LTD
980228308
SPONSORED ADR$203.96K0.01%9,085New
449
SPDR SERIES TRUST
78464A763
STATE STREET SPD$203.84K0.01%1,386
450
AMETEK INC
031100100
COM$203.19K0.01%904New
451
VICI PPTYS INC
925652109
COM$202.56K0.01%7,278New
452
VANGUARD INDEX FDS
922908652
EXTEND MKT ETF$201.97K0.01%887New
453
BLACKROCK ETF TRUST II
092528884
ISHARES SHORT-TE$201.82K0.01%4,004-12.5%
454
EQT CORP
26884L109
COM$201.56K0.01%3,726New
455
LEXICON PHARMACEUTICALS INC
528872302
COM NEW$200.59K0.01%82,209New
456
WISDOMTREE TR
97717W307
US LARGECAP DIVD$200.24K0.01%2,112New
Total filing value: $1.68B