Future Financial Wealth Managment LLC
CIK 1801892 · View on SEC EDGAR ↗
- Portfolio value
- $160.4M
- Positions
- 132
- As of
- June 30, 2026
Portfolio value QoQ: +3.4% 13F does not disclose cash
- Top 10 holdings weight
- 46.89%
- Top 25 holdings weight
- 70.66%
- Positions above 1%
- 23
- Effective number of positions
- 26.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.81% Est. buys $6,014,587 · sells $7,551,443
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 26.0% still held
- New positions
- 12
- Increased
- 25
- Decreased
- 56
- Closed
- 8
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Full portfolio 132 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| QQQM Invesco NASDAQ 100 ETF | $17,749,518 | 11.06% | 62,283 | $793,289 | Down ×1 | ||
| VOO | $17,321,758 | 10.80% | 25,525 | $412,508 | Down ×1 | ||
| JAAA | $7,134,923 | 4.45% | 140,923 | $-324,057 | Down ×1 | ||
| CGDV | $6,797,143 | 4.24% | 139,543 | $290,377 | Down ×1 | ||
| IWY | $6,234,439 | 3.89% | 22,502 | $36,389 | Down ×1 | ||
| TSPA | $5,385,894 | 3.36% | 115,478 | $90,368 | Down ×1 | ||
| PFFA | $3,836,150 | 2.39% | 187,587 | $-259,733 | Down ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $3,657,771 | 2.28% | 24,888 | $88,996 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,602,341 | 2.25% | 11,316 | $-215,304 | Down ×2 | ||
| SPMO | $3,507,520 | 2.19% | 23,410 | $489,346 | Down ×1 | ||
| JPIE | $3,425,884 | 2.14% | 74,866 | $30,784 | Up ×1 | ||
| SMH SMH | $3,328,518 | 2.07% | 5,737 | $193,241 | Down ×1 | ||
| FBND | $3,111,268 | 1.94% | 69,247 | $99,429 | Up ×1 | ||
| SHYG | $3,058,387 | 1.91% | 72,749 | $-104,730 | Down ×2 | ||
| XLV XLV | $3,040,341 | 1.89% | 18,833 | $383,066 | Up ×6 | ||
| AAPL Apple Inc. - Common Stock | $2,752,500 | 1.72% | 8,557 | $408,146 | Down ×6 | ||
| HEFA | $2,720,278 | 1.70% | 59,085 | $-72,967 | Down ×3 | ||
| IDEQ | $2,556,099 | 1.59% | 74,370 | $-22,542 | Down ×1 | ||
| CI The Cigna Group Common Stock | $2,528,800 | 1.58% | 8,833 | ||||
| ITA ITA | $2,511,421 | 1.57% | 10,542 | $58,633 | Up ×3 | ||
| IGV | $2,486,966 | 1.55% | 28,553 | $183,192 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $2,085,260 | 1.30% | 1,758 | $498,360 | Up ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,683,754 | 1.05% | 7,206 | $-16,483 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1,499,721 | 0.93% | 5,837 | $259,343 | Down ×1 | ||
| BIZD | $1,343,271 | 0.84% | 109,209 | $-279,602 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,072,711 | 0.67% | 5,138 | $-44,746 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,034,138 | 0.64% | 2,956 | $129,955 | |||
| QQQ Invesco QQQ Trust, Series 1 | $1,019,102 | 0.64% | 1,473 | $103,316 | Up ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $992,016 | 0.62% | 22,638 | $-158,674 | Down ×2 | ||
| RNP Cohen & Steers REIT and Preferred and Income Fund, Inc. Common Shares | $953,173 | 0.59% | 46,770 | $-228,880 | Down ×2 | ||
| IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | $952,674 | 0.59% | 7,649 | $84,506 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $946,674 | 0.59% | 2,481 | $54,019 | Up ×3 | ||
| UTG | $915,138 | 0.57% | 22,635 | $-96,994 | Down ×4 | ||
| SPG Simon Property Group, Inc. Common Stock | $905,923 | 0.56% | 4,023 | $96,041 | Up ×1 | ||
| VIG | $905,531 | 0.56% | 3,817 | $-15,145 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $866,728 | 0.54% | 1,430 | $-89,606 | Up ×1 | ||
| PCEF | $839,369 | 0.52% | 42,137 | $-70,283 | Down ×3 | ||
| IVV | $820,232 | 0.51% | 1,106 | $42,504 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $813,197 | 0.51% | 6,291 | $2,325 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $754,514 | 0.47% | 2,375 | $-46,146 | |||
| MCI Barings Corporate Investors Common Stock | $737,429 | 0.46% | 44,370 | $-106,128 | Down ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $733,677 | 0.46% | 12,535 | $-242,852 | Down ×2 | ||
| EMO ClearBridge Energy Midstream Opportunity Fund Inc. Common Stock | $726,493 | 0.45% | 13,710 | $-31,022 | Down ×3 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $697,603 | 0.43% | 1,647 | $26,792 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $696,782 | 0.43% | 4,441 | $35,141 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $682,731 | 0.43% | 2,633 | $38,680 | Down ×1 | ||
| RTX RTX Corporation Common Stock | $680,816 | 0.42% | 3,255 | $35,057 | |||
| USB U.S. Bancorp Common Stock | $678,509 | 0.42% | 10,714 | $75,104 | Up ×2 | ||
| STRV Strive 500 ETF | $661,746 | 0.41% | 13,876 | $34,089 | Down ×3 | ||
| MLPA | $660,115 | 0.41% | 11,704 | $43,188 | |||
| IBM International Business Machines Corporation Common Stock | $650,216 | 0.41% | 3,146 | $-113,469 | Up ×2 | ||
| BST BlackRock Science and Technology Trust Common Shares of Beneficial Interest | $640,360 | 0.40% | 14,000 | $66,500 | |||
| PFE Pfizer, Inc. Common Stock | $611,879 | 0.38% | 24,465 | $-72,265 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $607,903 | 0.38% | 1,549 | $40,844 | Up ×2 | ||
| V Visa Inc. | $562,912 | 0.35% | 1,601 | $59,667 | Up ×1 | ||
| F Ford Motor Company Common Stock | $551,732 | 0.34% | 38,992 | $55,119 | Down ×2 | ||
| T AT&T Inc. | $549,700 | 0.34% | 23,942 | $-60,204 | Down ×2 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $531,723 | 0.33% | 5,597 | $13,980 | Up ×3 | ||
| PHK Pimco High Income Fund | $525,005 | 0.33% | 113,392 | $-72,879 | Down ×4 | ||
| WMT Walmart Inc. - Common Stock | $460,266 | 0.29% | 4,246 | $-54,244 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $448,130 | 0.28% | 3,974 | $124,977 | Up ×1 | ||
| SCHD | $440,700 | 0.27% | 13,436 | $42,018 | Up ×2 | ||
| HTGC Hercules Capital, Inc. Common Stock | $440,657 | 0.27% | 28,175 | $-1,127 | |||
| DVY iShares Select Dividend ETF | $429,871 | 0.27% | 2,672 | $18,330 | Down ×1 | ||
| IAU | $418,825 | 0.26% | 5,500 | $-77,495 | |||
| DGRO | $411,117 | 0.26% | 5,325 | $25,896 | Up ×2 | ||
| VNQ | $401,471 | 0.25% | 4,068 | $17,899 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $396,943 | 0.25% | 1,219 | ||||
| VVR Invesco Senior Income Trust Common Stock (DE) | $394,101 | 0.25% | 132,694 | $-86,400 | Down ×4 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $388,105 | 0.24% | 4,950 | $-24,775 | Down ×1 | ||
| JQC Nuveen Credit Strategies Income Fund Shares of Beneficial Interest | $386,612 | 0.24% | 81,392 | $-58,308 | Down ×3 | ||
| PDI PIMCO Dynamic Income Fund Common Stock | $385,840 | 0.24% | 23,995 | $-97,587 | Down ×3 | ||
| EVV | $385,717 | 0.24% | 42,340 | $-71,293 | Down ×3 | ||
| SPY SPY | $383,854 | 0.24% | 520 | $19,885 | |||
| KEY KeyCorp Common Stock | $379,424 | 0.24% | 16,700 | $19,205 | |||
| INTC Intel Corporation - Common Stock | $375,863 | 0.23% | 3,750 | $122,597 | Down ×4 | ||
| KMI Kinder Morgan, Inc. Common Stock | $374,515 | 0.23% | 11,429 | $13,157 | Up ×6 | ||
| FDX FedEx Corporation Common Stock | $370,854 | 0.23% | 1,175 | $-57,927 | |||
| VICI VICI Properties Inc. Common Stock | $355,320 | 0.22% | 13,500 | $-38,500 | Down ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $352,130 | 0.22% | 5,110 | $-42,771 | |||
| KKRPRD | $347,978 | 0.22% | 8,300 | $27,435 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $347,823 | 0.22% | 1,088 | $-78,619 | |||
| ARCC Ares Capital Corporation - Closed End Fund | $345,122 | 0.22% | 18,545 | $-27,639 | Down ×2 | ||
| OHI Omega Healthcare Investors, Inc. Common Stock | $341,673 | 0.21% | 6,703 | $29,093 | |||
| IOO | $336,218 | 0.21% | 2,452 | $13,952 | |||
| TDVG | $332,520 | 0.21% | 6,738 | $18,664 | |||
| VTI | $323,845 | 0.20% | 888 | $17,272 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $323,814 | 0.20% | 600 | ||||
| XLK XLK | $318,533 | 0.20% | 1,785 | $-44,141 | Down ×2 | ||
| XLE XLE | $317,327 | 0.20% | 5,344 | $19,346 | |||
| MEDP Medpace Holdings, Inc. - Common Stock | $302,910 | 0.19% | 500 | $43,640 | |||
| SPTM | $300,887 | 0.19% | 3,354 | $-11,718 | Down ×1 | ||
| FRA Blackrock Floating Rate Income Strategies Fund Inc Common Stock | $290,109 | 0.18% | 27,012 | $-57,805 | Down ×4 | ||
| GE GE Aerospace Common Stock | $288,052 | 0.18% | 825 | $21,258 | Down ×1 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $287,892 | 0.18% | 2,200 | $-19,602 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $286,597 | 0.18% | 3,533 | $-163,047 | Down ×1 | ||
| SYK Stryker Corporation Common Stock | $285,797 | 0.18% | 896 | $-19,954 | |||
| TCHP | $283,497 | 0.18% | 5,861 | $-20,912 | Down ×2 | ||
| CLX Clorox Company (The) Common Stock | $281,400 | 0.18% | 3,000 | $-27,360 | |||
| UTF Cohen & Steers Infrastructure Fund, Inc Common Stock | $278,300 | 0.17% | 10,000 | $14,600 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| CI | $2,528,800 | 8,833 | 1.58% |
| PANW | $396,943 | 1,219 | 0.25% |
| AMD | $323,814 | 600 | 0.20% |
| AMCR | $257,912 | 6,050 | 0.16% |
| QURE | $220,808 | 5,600 | 0.14% |
| RACE | $215,664 | 600 | 0.13% |
| MS | $215,180 | 1,000 | 0.13% |
| GS | $214,944 | 200 | 0.13% |
| VYM | $208,858 | 1,295 | 0.13% |
| PM | $203,769 | 1,066 | 0.13% |
| MDT | $202,975 | 2,475 | 0.13% |
| NOW | $202,360 | 2,201 | 0.13% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| COWZ | Dec. 31, 2025 | 76,890 | $4,418,850 | No longer tracked |
| IGV | Dec. 31, 2025 | 18,659 | $2,145,972 | No longer tracked |
| XLB | Dec. 31, 2025 | 23,053 | $2,066,029 | No longer tracked |
| RQI | Dec. 31, 2025 | 66,819 | $833,233 | 8.1% |
| AMLP | June 30, 2025 | 13,911 | $722,537 | No longer tracked |
| HYT | June 30, 2025 | 58,377 | $559,252 | -14.7% |
| RNP | June 30, 2025 | 16,243 | $358,483 | -10.0% |
| BRKB | Dec. 31, 2025 | 676 | $339,852 | No longer tracked |
| EAT | June 30, 2026 | 2,000 | $314,460 | 36.0% |
| OEF | June 30, 2026 | 760 | $262,291 | No longer tracked |
| DIS | Dec. 31, 2025 | 2,277 | $260,724 | -5.0% |
| JPST | Sept. 30, 2025 | 5,000 | $253,400 | No longer tracked |
| KR | June 30, 2026 | 3,510 | $233,844 | 0.5% |
| KHC | Dec. 31, 2025 | 8,973 | $233,661 | 6.0% |
| APTV | March 31, 2026 | 3,000 | $231,510 | -30.8% |
| TFC | March 31, 2026 | 4,700 | $230,958 | 10.2% |
| NKE | June 30, 2026 | 4,801 | $218,161 | -1.1% |
| CI | March 31, 2026 | 800 | $216,992 | 4.3% |
| LYB | March 31, 2026 | 4,400 | $214,984 | -15.3% |
| QCOM | Dec. 31, 2025 | 1,287 | $214,175 | -5.3% |
| IWF | June 30, 2026 | 444 | $208,196 | No longer tracked |
| HD | June 30, 2026 | 605 | $205,041 | -4.2% |
| IBIT | March 31, 2026 | 4,000 | $203,040 | |
| PYLD | June 30, 2026 | 7,624 | $202,330 | No longer tracked |
| MOAT | June 30, 2026 | 1,985 | $200,505 | No longer tracked |
| RACE | Dec. 31, 2025 | 400 | $194,088 | 15.1% |
| ASTS | Sept. 30, 2025 | 4,000 | $186,920 | 33.3% |
| IHI | Dec. 31, 2025 | 3,060 | $183,845 | No longer tracked |
| CAG | Dec. 31, 2025 | 10,000 | $183,100 | -6.3% |
| VYM | Dec. 31, 2025 | 1,295 | $182,530 | No longer tracked |
| PM | Dec. 31, 2025 | 1,117 | $181,177 | 19.1% |
| CRWD | Dec. 31, 2025 | 350 | $171,633 | -57.8% |
| BX | Dec. 31, 2025 | 1,000 | $170,850 | -7.1% |
| MDT | Dec. 31, 2025 | 1,785 | $170,003 | -2.0% |
| BXSL | Dec. 31, 2025 | 6,500 | $169,455 | -6.2% |
| PFXF | Dec. 31, 2025 | 9,415 | $167,305 | No longer tracked |
| RSP | Dec. 31, 2025 | 880 | $166,936 | No longer tracked |
| NVO | Dec. 31, 2025 | 3,000 | $166,470 | -8.6% |
| APO | March 31, 2025 | 1,000 | $165,160 | -3.0% |
| GS | Dec. 31, 2025 | 200 | $159,270 | 15.7% |
| MS | Dec. 31, 2025 | 1,000 | $158,960 | 20.4% |
| HUM | Dec. 31, 2025 | 600 | $156,102 | 49.4% |
| DIA | Dec. 31, 2025 | 330 | $153,034 | No longer tracked |
| QXO | Dec. 31, 2025 | 8,000 | $152,480 | -30.1% |
| FITB | Dec. 31, 2025 | 3,419 | $152,334 | 17.2% |
| C | Dec. 31, 2025 | 1,500 | $152,250 | 13.1% |
| BA | Dec. 31, 2025 | 700 | $151,081 | 1.0% |
| GEV | Dec. 31, 2025 | 245 | $150,651 | 48.6% |
| CYBR | Dec. 31, 2025 | 300 | $144,945 | No longer tracked |
| ET | Dec. 31, 2025 | 8,347 | $143,236 | 28.7% |
| DKS | Dec. 31, 2025 | 635 | $141,110 | -6.6% |
| FTHY | Dec. 31, 2025 | 9,400 | $136,206 | -4.8% |
| DOC | Dec. 31, 2025 | 7,000 | $134,050 | 29.7% |
| VEA | Dec. 31, 2025 | 2,220 | $133,022 | No longer tracked |
| BAC | Dec. 31, 2025 | 2,541 | $131,110 | 14.4% |
| SBRA | Dec. 31, 2025 | 7,000 | $130,480 | 9.1% |
| PEBO | Dec. 31, 2025 | 4,297 | $128,875 | 32.3% |
| CAT | Dec. 31, 2025 | 268 | $127,876 | 41.1% |
| EMB | Dec. 31, 2025 | 1,319 | $125,556 | |
| ORCL | Dec. 31, 2025 | 425 | $119,527 | -26.9% |
| SCHX | Dec. 31, 2025 | 4,500 | $118,530 | No longer tracked |
| USMV | Dec. 31, 2025 | 1,197 | $113,883 | No longer tracked |
| PEP | Dec. 31, 2025 | 776 | $109,046 | -0.9% |
| EXPE | Dec. 31, 2025 | 500 | $106,875 | 15.1% |
| SPOT | Dec. 31, 2025 | 150 | $104,700 | -7.0% |
| IGSB | Dec. 31, 2025 | 1,974 | $104,681 | |
| BP | Dec. 31, 2025 | 3,027 | $104,311 | 30.0% |
| SPYG | Dec. 31, 2025 | 973 | $101,688 | No longer tracked |
| WMB | Dec. 31, 2025 | 1,600 | $101,360 | 22.0% |
| LRGE | Dec. 31, 2025 | 1,200 | $100,023 | |
| IHF | Dec. 31, 2025 | 2,000 | $98,780 | No longer tracked |
| ACLS | Dec. 31, 2025 | 1,000 | $97,640 | 55.4% |
| ADM | Dec. 31, 2025 | 1,625 | $97,078 | 43.3% |
| AMD | Dec. 31, 2025 | 600 | $97,074 | 117.6% |
| VT | Dec. 31, 2025 | 700 | $96,460 | No longer tracked |
| JEPI | Dec. 31, 2025 | 1,682 | $96,061 | No longer tracked |
| TSLX | Dec. 31, 2025 | 4,200 | $96,012 | -13.4% |
| IAGG | Dec. 31, 2025 | 1,858 | $95,185 | No longer tracked |
| EMQQ | Dec. 31, 2025 | 2,036 | $94,523 | No longer tracked |
| XPO | Dec. 31, 2025 | 723 | $93,462 | 44.2% |
| IONQ | Dec. 31, 2025 | 1,500 | $92,250 | -5.8% |
| VTV | Dec. 31, 2025 | 494 | $92,126 | No longer tracked |
| CWB | Dec. 31, 2025 | 1,000 | $90,500 | No longer tracked |
| SPYV | Dec. 31, 2025 | 1,627 | $90,022 | No longer tracked |
| MELI | Dec. 31, 2025 | 38 | $88,804 | -4.8% |
| CIVI | Dec. 31, 2025 | 2,700 | $87,750 | No longer tracked |
| SRLN | Dec. 31, 2025 | 2,105 | $87,526 | No longer tracked |
| CCL | Dec. 31, 2025 | 3,000 | $86,730 | -14.9% |
| ANF | Dec. 31, 2025 | 1,000 | $85,550 | -17.0% |
| FFC | Dec. 31, 2025 | 5,000 | $84,450 | -1.9% |
| SCHH | Dec. 31, 2025 | 3,900 | $84,123 | No longer tracked |
| HON | Dec. 31, 2025 | 390 | $82,095 | 13.4% |
| GLW | Dec. 31, 2025 | 1,000 | $82,030 | 71.8% |
| SCHF | Dec. 31, 2025 | 3,492 | $81,294 | No longer tracked |
| EL | Sept. 30, 2025 | 1,000 | $80,800 | 11.4% |
| RVT | Dec. 31, 2025 | 5,000 | $80,650 | 16.1% |
| KO | Dec. 31, 2025 | 1,210 | $80,280 | 30.3% |
| CALM | Dec. 31, 2025 | 850 | $79,985 | 1.5% |
| EPD | Dec. 31, 2025 | 2,550 | $79,739 | 19.7% |
| XLF | Dec. 31, 2025 | 1,470 | $79,189 | No longer tracked |
| CAH | Dec. 31, 2025 | 500 | $78,480 | 12.8% |
| SOXQ | Dec. 31, 2025 | 1,562 | $78,287 | |
| FOF | Dec. 31, 2025 | 6,000 | $78,240 | 3.0% |
| VISN | Dec. 31, 2025 | 5,000 | $77,400 | -38.3% |
| LOW | Dec. 31, 2025 | 307 | $77,118 | -9.3% |
| OPP | Dec. 31, 2025 | 9,000 | $76,770 | -5.3% |
| IJJ | Dec. 31, 2025 | 581 | $75,367 | No longer tracked |
| CEFS | Dec. 31, 2025 | 3,300 | $75,141 | No longer tracked |
| HYI | Dec. 31, 2025 | 6,400 | $74,944 | -5.6% |
| IP | Dec. 31, 2025 | 1,578 | $73,199 | 4.4% |
| MINT | Dec. 31, 2025 | 725 | $73,000 | No longer tracked |
| CVI | Dec. 31, 2025 | 2,000 | $72,960 | 46.2% |
| O | Dec. 31, 2025 | 1,200 | $72,948 | 12.3% |
| RITM | Dec. 31, 2025 | 6,400 | $72,896 | -5.0% |
| DKL | Dec. 31, 2025 | 1,600 | $72,864 | 22.1% |
| EOS | Dec. 31, 2025 | 3,000 | $71,790 | -8.0% |
| FANG | Dec. 31, 2025 | 500 | $71,550 | 43.2% |
| BABA | Dec. 31, 2025 | 400 | $71,492 | -14.5% |
| VG | Dec. 31, 2025 | 5,000 | $70,950 | 111.3% |
| FLRN | Dec. 31, 2025 | 2,200 | $67,892 | No longer tracked |
| PYPL | Dec. 31, 2025 | 1,000 | $67,060 | 5.7% |
| CVS | Dec. 31, 2025 | 887 | $66,907 | 18.5% |
| OLP | Dec. 31, 2025 | 3,000 | $66,360 | 20.4% |
| HBI | Dec. 31, 2025 | 10,000 | $65,900 | No longer tracked |
| SPYD | Dec. 31, 2025 | 1,480 | $65,120 | No longer tracked |
| VTRS | Dec. 31, 2025 | 6,526 | $64,603 | 30.0% |
| MUB | Dec. 31, 2025 | 604 | $64,320 | No longer tracked |
| REM | Dec. 31, 2025 | 2,900 | $63,713 | No longer tracked |
| IWD | Dec. 31, 2025 | 300 | $61,077 | No longer tracked |
| GOF | Dec. 31, 2025 | 4,000 | $59,920 | -21.9% |
| VGT | Dec. 31, 2025 | 80 | $59,730 | No longer tracked |
| BUD | Dec. 31, 2025 | 1,000 | $59,610 | 21.8% |
| PSTG | Dec. 31, 2025 | 700 | $58,667 | No longer tracked |
| WBD | Dec. 31, 2025 | 3,000 | $58,590 | -1.6% |
| IEF | Dec. 31, 2025 | 600 | $57,876 | |
| AEP | Dec. 31, 2025 | 509 | $57,242 | 10.3% |
| LIT | Dec. 31, 2025 | 1,000 | $56,850 | No longer tracked |
| THW | Dec. 31, 2025 | 4,500 | $56,700 | 12.6% |
| QURE | Sept. 30, 2025 | 4,000 | $55,760 | -17.9% |
| OPCH | Dec. 31, 2025 | 2,000 | $55,520 | -25.7% |
| XIFR | Dec. 31, 2025 | 5,401 | $54,924 | 15.7% |
| WWW | Dec. 31, 2025 | 2,000 | $54,880 | 11.2% |
| SPHD | Dec. 31, 2025 | 1,102 | $54,494 | No longer tracked |
| LQD | Dec. 31, 2025 | 486 | $54,174 | No longer tracked |
| BMY | Dec. 31, 2025 | 1,200 | $54,120 | 23.8% |
| ED | Dec. 31, 2025 | 532 | $53,477 | 9.5% |
| RUSHA | Dec. 31, 2025 | 1,000 | $53,470 | 43.9% |
| EXE | Dec. 31, 2025 | 500 | $53,120 | -12.1% |
| IWN | Dec. 31, 2025 | 300 | $53,043 | No longer tracked |
| WLKP | Dec. 31, 2025 | 2,500 | $52,475 | 13.5% |
| SCHO | Dec. 31, 2025 | 2,143 | $52,289 | No longer tracked |
| PRU | Dec. 31, 2025 | 500 | $51,870 | 7.8% |
| GEHC | Dec. 31, 2025 | 678 | $50,939 | -8.8% |
| EIPI | Dec. 31, 2025 | 2,541 | $50,363 | No longer tracked |
| ASO | Dec. 31, 2025 | 1,000 | $50,020 | -6.9% |
| MGC | Dec. 31, 2025 | 200 | $48,818 | No longer tracked |
| KVUE | Dec. 31, 2025 | 3,000 | $48,690 | 10.8% |
| CCI | Dec. 31, 2025 | 500 | $48,245 | -14.5% |
| VST | Dec. 31, 2025 | 245 | $48,000 | -13.0% |
| SCHW | Dec. 31, 2025 | 500 | $47,735 | 11.2% |
| FROG | Dec. 31, 2025 | 1,000 | $47,330 | 45.3% |
| JGH | Dec. 31, 2025 | 3,500 | $47,320 | -1.7% |
| IYW | Dec. 31, 2025 | 240 | $47,006 | No longer tracked |
| MRK | Dec. 31, 2025 | 553 | $46,413 | 42.9% |
| WEC | Dec. 31, 2025 | 403 | $46,180 | 3.8% |
| DE | Dec. 31, 2025 | 100 | $45,726 | 29.3% |
| BND | Dec. 31, 2025 | 613 | $45,589 | |
| PI | Dec. 31, 2025 | 250 | $45,188 | -8.7% |
| GTLB | Dec. 31, 2025 | 1,000 | $45,080 | 11.8% |
| TGT | Dec. 31, 2025 | 500 | $44,850 | 64.0% |
| RJF | Dec. 31, 2025 | 259 | $44,703 | 9.8% |
| CHWY | Dec. 31, 2025 | 1,100 | $44,495 | -28.9% |
| ZTS | Dec. 31, 2025 | 300 | $43,896 | -39.8% |
| ESGU | Dec. 31, 2025 | 301 | $43,826 | |
| GHY | Dec. 31, 2025 | 3,400 | $43,792 | -5.3% |
| MORT | Dec. 31, 2025 | 4,000 | $43,080 | No longer tracked |
| HSY | March 31, 2025 | 250 | $42,338 | 11.2% |
| SNDR | Dec. 31, 2025 | 2,000 | $42,320 | 29.9% |
| IFF | March 31, 2025 | 500 | $42,275 | 7.1% |
| LW | March 31, 2025 | 625 | $41,769 | 1.6% |
| PSX | Dec. 31, 2025 | 300 | $40,806 | 89.1% |
| PANW | Dec. 31, 2025 | 200 | $40,724 | 93.1% |
| VRTX | Dec. 31, 2025 | 100 | $39,164 | 20.0% |
| JQUA | Dec. 31, 2025 | 620 | $39,004 | No longer tracked |
| KSS | Dec. 31, 2025 | 2,500 | $38,425 | -12.8% |
| QTUM | Dec. 31, 2025 | 350 | $36,719 | |
| ULTA | June 30, 2025 | 100 | $36,654 | 12.0% |
| EVT | Dec. 31, 2025 | 1,498 | $36,617 | 15.4% |
| ABT | Dec. 31, 2025 | 272 | $36,498 | -8.3% |
| SHY | Dec. 31, 2025 | 438 | $36,336 | |
| M | Dec. 31, 2025 | 2,000 | $35,860 | 4.5% |
| VKTX | Dec. 31, 2025 | 1,350 | $35,478 | -1.7% |
| ZG | Dec. 31, 2025 | 470 | $34,987 | -45.9% |
| THQ | Dec. 31, 2025 | 2,000 | $34,580 | 4.8% |
| CINF | Dec. 31, 2025 | 215 | $33,992 | 2.7% |
| KRE | Dec. 31, 2025 | 531 | $33,612 | No longer tracked |
| YOU | Dec. 31, 2025 | 1,000 | $33,380 | 27.3% |
| IWR | Dec. 31, 2025 | 343 | $33,117 | No longer tracked |
| BANC | Dec. 31, 2025 | 2,000 | $33,100 | -2.0% |
| PDD | Dec. 31, 2025 | 250 | $33,043 | -21.9% |
| TRIP | Dec. 31, 2025 | 2,000 | $32,520 | -29.5% |
| GBDC | Dec. 31, 2025 | 2,365 | $32,377 | -2.4% |
| CMCSA | Dec. 31, 2025 | 1,020 | $32,048 | -4.9% |
| STWD | Dec. 31, 2025 | 1,650 | $31,961 | -8.1% |
| SPDW | Dec. 31, 2025 | 745 | $31,879 | No longer tracked |
| ON | March 31, 2025 | 500 | $31,525 | 84.5% |
| NFLX | Dec. 31, 2025 | 26 | $31,172 | -13.9% |
| HQL | Dec. 31, 2025 | 2,000 | $31,020 | 33.3% |
| KBA | Dec. 31, 2025 | 1,000 | $30,070 | No longer tracked |
| FNDE | Dec. 31, 2025 | 800 | $28,928 | No longer tracked |
| VFC | Dec. 31, 2025 | 2,000 | $28,860 | -21.7% |
| LDUR | Dec. 31, 2025 | 300 | $28,844 | No longer tracked |
| TSCO | Dec. 31, 2025 | 500 | $28,435 | -30.2% |
| DAL | Dec. 31, 2025 | 500 | $28,375 | 17.9% |
| MFA | Dec. 31, 2025 | 3,000 | $27,570 | -2.7% |
| NCLH | Dec. 31, 2025 | 1,100 | $27,093 | -24.6% |
| AXGN | Dec. 31, 2025 | 1,500 | $26,760 | 46.7% |
| PATH | Dec. 31, 2025 | 2,000 | $26,760 | -4.6% |
| KTOS | March 31, 2025 | 1,000 | $26,380 | 96.5% |
| HBAN | Dec. 31, 2025 | 1,513 | $26,130 | -1.1% |
| OI | Dec. 31, 2025 | 2,000 | $25,940 | -55.6% |
| BKLN | Dec. 31, 2025 | 1,230 | $25,744 | No longer tracked |
| PFFD | Dec. 31, 2025 | 1,305 | $25,356 | No longer tracked |
| RLJPRA | Dec. 31, 2025 | 1,000 | $25,230 | No longer tracked |
| NIE | Dec. 31, 2025 | 1,000 | $25,110 | 5.5% |
| TCPC | Dec. 31, 2025 | 4,000 | $24,800 | -25.2% |
| SIRI | Dec. 31, 2025 | 1,060 | $24,672 | 42.1% |
| FVD | Dec. 31, 2025 | 500 | $23,120 | No longer tracked |
| WBA | Sept. 30, 2025 | 2,000 | $22,960 | No longer tracked |
| NXPI | Dec. 31, 2025 | 100 | $22,773 | 3.5% |
| SPEM | Dec. 31, 2025 | 483 | $22,609 | No longer tracked |
| ALL | Dec. 31, 2025 | 105 | $22,505 | 22.8% |
| TJX | Dec. 31, 2025 | 155 | $22,404 | -7.7% |
| SPRY | Dec. 31, 2025 | 2,200 | $22,110 | -47.4% |
| JHMM | Dec. 31, 2025 | 333 | $21,542 | No longer tracked |
| MCD | Dec. 31, 2025 | 71 | $21,505 | -11.4% |
| SOUN | Sept. 30, 2025 | 2,000 | $21,460 | -55.7% |
| SYF | Dec. 31, 2025 | 300 | $21,315 | -8.3% |
| CSQ | Dec. 31, 2025 | 1,100 | $21,219 | 7.7% |
| INKM | Dec. 31, 2025 | 635 | $21,033 | No longer tracked |
| NLY | Dec. 31, 2025 | 1,000 | $20,210 | 6.1% |
| TEVA | Dec. 31, 2025 | 1,000 | $20,200 | 18.6% |
| MPT | March 31, 2025 | 5,000 | $19,750 | -31.5% |
| BHRPRB | June 30, 2025 | 1,500 | $19,515 | No longer tracked |
| NFJ | Dec. 31, 2025 | 1,500 | $19,515 | 21.4% |
| FLOT | Dec. 31, 2025 | 379 | $19,361 | No longer tracked |
| PPT | Dec. 31, 2025 | 5,000 | $18,450 | -3.1% |
| ARDC | Dec. 31, 2025 | 1,300 | $18,291 | -6.4% |
| KREF | Dec. 31, 2025 | 2,000 | $18,000 | -7.9% |
| SMR | Dec. 31, 2025 | 500 | $18,000 | -36.2% |
| VONV | Dec. 31, 2025 | 200 | $17,874 | |
| GXO | Dec. 31, 2025 | 335 | $17,718 | -13.5% |
| MDYV | Dec. 31, 2025 | 210 | $17,516 | No longer tracked |
| JD | Dec. 31, 2025 | 500 | $17,490 | 1.6% |
| VOE | Dec. 31, 2025 | 100 | $17,458 | No longer tracked |
| TSM | Dec. 31, 2025 | 60 | $16,757 | 35.8% |
| ICLN | Dec. 31, 2025 | 1,080 | $16,718 | |
| SWKS | Dec. 31, 2025 | 216 | $16,628 | 9.8% |
| METC | Dec. 31, 2025 | 500 | $16,595 | -33.4% |
| DEI | Dec. 31, 2025 | 1,000 | $15,570 | 7.6% |
| SNAP | Dec. 31, 2025 | 2,000 | $15,420 | -35.1% |
| HEALXXXX | Sept. 30, 2025 | 1,400 | $15,274 | No longer tracked |
| SLYV | Dec. 31, 2025 | 170 | $15,071 | No longer tracked |
| SFL | Dec. 31, 2025 | 2,000 | $15,060 | 61.3% |
| EFAV | Dec. 31, 2025 | 177 | $15,015 | No longer tracked |
| HEAL | Dec. 31, 2025 | 466 | $14,893 | |
| JBLU | Dec. 31, 2025 | 3,000 | $14,760 | 5.5% |
| LTC | Dec. 31, 2025 | 400 | $14,744 | 17.1% |
| SHEL | Dec. 31, 2025 | 200 | $14,306 | 28.7% |
| TROW | Dec. 31, 2025 | 138 | $14,202 | 9.9% |
| TAP | Dec. 31, 2025 | 300 | $13,575 | -9.6% |
| MSTY | Dec. 31, 2025 | 958 | $13,371 | No longer tracked |
| VIS | Dec. 31, 2025 | 45 | $13,333 | No longer tracked |
| NEE | Dec. 31, 2025 | 175 | $13,211 | 6.8% |
| HOG | Dec. 31, 2025 | 462 | $12,897 | 34.1% |
| PIO | Dec. 31, 2025 | 285 | $12,795 | |
| SABA | Dec. 31, 2025 | 1,400 | $12,768 | -0.1% |
| SBUX | Dec. 31, 2025 | 150 | $12,690 | 25.1% |
| BGH | Dec. 31, 2025 | 800 | $12,368 | -5.5% |
| VHT | Dec. 31, 2025 | 47 | $12,095 | No longer tracked |
| COP | Dec. 31, 2025 | 127 | $12,013 | 44.1% |
| XLY | Dec. 31, 2025 | 50 | $11,982 | No longer tracked |
| ULXXXX | Dec. 31, 2025 | 200 | $11,856 | No longer tracked |
| AESI | Dec. 31, 2025 | 1,000 | $11,370 | 43.0% |
| XLSR | Dec. 31, 2025 | 181 | $10,789 | No longer tracked |
| XSLV | Dec. 31, 2025 | 228 | $10,559 | No longer tracked |
| XEL | Dec. 31, 2025 | 129 | $10,404 | 7.8% |
| RBLX | Dec. 31, 2025 | 75 | $10,389 | -53.3% |
| VBR | Dec. 31, 2025 | 49 | $10,227 | No longer tracked |
| ARI | Dec. 31, 2025 | 1,000 | $10,130 | -28.3% |
| GIS | Dec. 31, 2025 | 200 | $10,084 | -14.4% |
| CORP | Dec. 31, 2025 | 100 | $9,862 | No longer tracked |
| XLP | June 30, 2025 | 120 | $9,800 | No longer tracked |
| NOK | Dec. 31, 2025 | 2,000 | $9,620 | 53.2% |
| KIO | Dec. 31, 2025 | 750 | $9,450 | -4.8% |
| RWL | Dec. 31, 2025 | 83 | $9,185 | No longer tracked |
| EFR | Dec. 31, 2025 | 800 | $9,152 | -4.8% |
| BIIB | Dec. 31, 2025 | 65 | $9,105 | 25.0% |
| NUSC | Dec. 31, 2025 | 199 | $8,776 | No longer tracked |
| HACK | Dec. 31, 2025 | 100 | $8,680 | No longer tracked |
| APLS | Sept. 30, 2025 | 500 | $8,655 | No longer tracked |
| DLR | Dec. 31, 2025 | 50 | $8,644 | 24.1% |
| SPIB | Dec. 31, 2025 | 254 | $8,608 | No longer tracked |
| METCB | Dec. 31, 2025 | 505 | $8,509 | -44.2% |
| USIG | Dec. 31, 2025 | 159 | $8,303 | |
| WOOF | Dec. 31, 2025 | 2,025 | $7,837 | 2.3% |
| MTN | Dec. 31, 2025 | 50 | $7,479 | 15.3% |
| PAVE | Dec. 31, 2025 | 150 | $7,145 | No longer tracked |
| SMTC | Dec. 31, 2025 | 100 | $7,145 | 68.8% |
| DDOG | Dec. 31, 2025 | 50 | $7,120 | 71.1% |
| GLD | Dec. 31, 2025 | 20 | $7,109 | No longer tracked |
| RDIV | Dec. 31, 2025 | 136 | $7,093 | No longer tracked |
| DOW | Dec. 31, 2025 | 300 | $6,879 | 39.8% |
| MIDD | Dec. 31, 2025 | 50 | $6,647 | -24.7% |
| BRSL | Sept. 30, 2025 | 400 | $6,324 | -34.7% |
| FV | Dec. 31, 2025 | 100 | $6,192 | |
| RSI | Dec. 31, 2025 | 300 | $6,144 | 36.4% |
| ICSH | Dec. 31, 2025 | 120 | $6,090 | No longer tracked |
| ETD | Dec. 31, 2025 | 200 | $5,892 | 1.0% |
| ILPT | Dec. 31, 2025 | 1,000 | $5,830 | 52.1% |
| PAWZ | Dec. 31, 2025 | 101 | $5,658 | No longer tracked |
| EXAS | Dec. 31, 2025 | 100 | $5,471 | No longer tracked |
| METV | Dec. 31, 2025 | 264 | $5,438 | No longer tracked |
| IHAK | Dec. 31, 2025 | 100 | $5,233 | No longer tracked |
| RXO | Dec. 31, 2025 | 323 | $4,968 | 72.6% |
| UA | Dec. 31, 2025 | 1,000 | $4,830 | 5.5% |
| WAB | Dec. 31, 2025 | 24 | $4,811 | 37.0% |
| BETZ | Dec. 31, 2025 | 201 | $4,810 | No longer tracked |
| KD | Dec. 31, 2025 | 156 | $4,685 | -53.4% |
| OKTA | Dec. 31, 2025 | 50 | $4,585 | 58.5% |
| MTW | March 31, 2025 | 500 | $4,565 | 120.0% |
| EBAY | Sept. 30, 2025 | 60 | $4,468 | 14.6% |
| AWAY | Dec. 31, 2025 | 199 | $4,431 | No longer tracked |
| HRTX | Dec. 31, 2025 | 3,500 | $4,410 | -75.5% |
| GOGO | Dec. 31, 2025 | 500 | $4,295 | -43.6% |
| JETS | Dec. 31, 2025 | 168 | $4,141 | No longer tracked |
| KRP | Dec. 31, 2025 | 300 | $4,047 | 29.2% |
| IJR | Dec. 31, 2025 | 30 | $3,565 | No longer tracked |
| HASI | Dec. 31, 2025 | 115 | $3,531 | 31.7% |
| DVN | Dec. 31, 2025 | 100 | $3,506 | 34.9% |
| QS | Dec. 31, 2025 | 250 | $3,080 | -44.6% |
| XLU | Dec. 31, 2025 | 34 | $2,998 | No longer tracked |
| ETHW | Dec. 31, 2025 | 100 | $2,982 | No longer tracked |
| ZUO | March 31, 2025 | 300 | $2,976 | No longer tracked |
| QBTS | Dec. 31, 2025 | 120 | $2,965 | No longer tracked |
| CLSK | Dec. 31, 2025 | 200 | $2,900 | 20.1% |
| BIRD | Dec. 31, 2025 | 500 | $2,835 | -41.5% |
| AHH | Dec. 31, 2025 | 400 | $2,804 | No longer tracked |
| RGTI | Dec. 31, 2025 | 90 | $2,681 | -25.1% |
| CNTY | Dec. 31, 2025 | 1,000 | $2,610 | -8.3% |
| STIP | Dec. 31, 2025 | 25 | $2,584 | No longer tracked |
| BEP | Dec. 31, 2025 | 100 | $2,579 | 24.9% |
| NIO | Dec. 31, 2025 | 250 | $1,905 | -10.1% |
| AMCR | Sept. 30, 2025 | 200 | $1,838 | 16.8% |
| CUTRQ | March 31, 2025 | 5,000 | $1,765 | No longer tracked |
| ETSY | Sept. 30, 2025 | 25 | $1,254 | 24.2% |
| RBOT | Dec. 31, 2025 | 210 | $1,157 | No longer tracked |
| FLG | March 31, 2025 | 100 | $933 | 17.8% |
| RDDT | Sept. 30, 2025 | 6 | $903 | -35.5% |
| MATW | Dec. 31, 2025 | 37 | $898 | -15.7% |
| TLRY | Dec. 31, 2025 | 500 | $865 | -48.0% |
| QQQH | Dec. 31, 2025 | 15 | $816 | |
| SJM | Dec. 31, 2025 | 7 | $802 | 26.8% |
| NUSI | March 31, 2025 | 30 | $782 | No longer tracked |
| PSFE | Dec. 31, 2025 | 59 | $762 | -17.6% |
| GSAT | Dec. 31, 2025 | 20 | $728 | 34.9% |
| CHPTXXXX | Sept. 30, 2025 | 1,000 | $703 | No longer tracked |
| ELF | June 30, 2025 | 10 | $628 | -18.5% |
| GM | Dec. 31, 2025 | 10 | $610 | 3.6% |
| DRIV | Dec. 31, 2025 | 20 | $566 | |
| DON | June 30, 2025 | 11 | $554 | No longer tracked |
| CHPT | Dec. 31, 2025 | 50 | $546 | -13.4% |
| QVCGA | Dec. 31, 2025 | 40 | $540 | No longer tracked |
| GDRX | Sept. 30, 2025 | 100 | $498 | -16.5% |
| MJ | Dec. 31, 2025 | 12 | $449 | No longer tracked |
| QVCGAXXXX | June 30, 2025 | 2,000 | $402 | No longer tracked |
| MJXXXX | March 31, 2025 | 150 | $336 | No longer tracked |
| CHTR | Dec. 31, 2025 | 1 | $275 | -26.7% |
| BODI | Dec. 31, 2025 | 40 | $237 | -38.1% |
| CIBR | Dec. 31, 2025 | 3 | $228 | |
| AOMR | Dec. 31, 2025 | 22 | $206 | 2.5% |
| MDLZ | Dec. 31, 2025 | 3 | $187 | 19.9% |
| OGN | Dec. 31, 2025 | 10 | $107 | 91.6% |
| ACB | Dec. 31, 2025 | 14 | $83 | -9.1% |
| SAN | March 31, 2025 | 12 | $55 | 112.3% |
| SMMV | June 30, 2025 | 1 | $41 | No longer tracked |
| CENN | Dec. 31, 2025 | 67 | $39 | 2570.8% |
| CGC | Dec. 31, 2025 | 13 | $19 | -9.2% |
| BTTR | Dec. 31, 2025 | 12 | $4 | No longer tracked |
| WKHS | Dec. 31, 2025 | 4 | $4 | -36.5% |