WFA of San Diego, LLC
CIK 1821407 · View on SEC EDGAR ↗
- Portfolio value
- $122.1M
- Positions
- 94
- As of
- June 30, 2026
Portfolio value QoQ: -2.0% 13F does not disclose cash
- Top 10 holdings weight
- 45.42%
- Top 25 holdings weight
- 71.50%
- Positions above 1%
- 27
- Effective number of positions
- 26.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.03% Est. buys $4,975,170 · sells $21,929,329
Median holding: 4.0 quarters Tracked Q2 2025–Q2 2026 · 19.9% still held
- New positions
- 2
- Increased
- 20
- Decreased
- 62
- Closed
- 311
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 94 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $15,619,191 | 12.79% | 51,167 | $1,920,958 | Down ×4 | ||
| VTI | $11,251,972 | 9.21% | 29,279 | $682,522 | Down ×4 | ||
| BND Vanguard Total Bond Market ETF | $5,022,792 | 4.11% | 69,299 | $50,251 | Up ×3 | ||
| VONG Vanguard Russell 1000 Growth ETF | $4,286,675 | 3.51% | 33,135 | $789,538 | Up ×1 | ||
| VONV Vanguard Russell 1000 Value ETF | $3,833,596 | 3.14% | 33,800 | $914,439 | Up ×1 | ||
| PRF | $3,310,278 | 2.71% | 58,631 | $177,029 | Down ×4 | ||
| SCHI | $3,227,008 | 2.64% | 144,644 | $85,533 | Up ×4 | ||
| VIG | $3,224,549 | 2.64% | 13,076 | $280,915 | Down ×1 | ||
| BRKB | $2,884,685 | 2.36% | 5,691 | $-273,962 | Down ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,813,136 | 2.30% | 8,122 | $372,614 | Down ×4 | ||
| SPLV | $2,721,868 | 2.23% | 35,706 | $-55,916 | Down ×4 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $2,655,016 | 2.17% | 57,319 | $-168,416 | Down ×1 | ||
| IJH | $2,610,406 | 2.14% | 33,288 | $346,361 | Down ×1 | ||
| GLDM | $2,590,621 | 2.12% | 30,106 | $-309,742 | Down ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $2,323,744 | 1.90% | 10,314 | $479,638 | Down ×1 | ||
| VGLT Vanguard Long-Term Treasury ETF | $2,261,309 | 1.85% | 42,626 | $166,177 | Up ×4 | ||
| CAT Caterpillar, Inc. Common Stock | $2,092,061 | 1.71% | 2,448 | $385,381 | Up ×2 | ||
| PHDG | $2,024,230 | 1.66% | 48,254 | $140,564 | Down ×1 | ||
| SCHB | $1,996,321 | 1.63% | 66,345 | $248,307 | Down ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $1,992,986 | 1.63% | 4,011 | $460,852 | Down ×2 | ||
| CGDV | $1,940,728 | 1.59% | 37,728 | $677,077 | Up ×1 | ||
| VEA | $1,830,778 | 1.50% | 24,895 | $569,555 | Up ×4 | ||
| Unknown issuer (CUSIP: 30233Q108) | $1,726,946 | 1.41% | 10,888 | Up ×1 | |||
| VEU | $1,602,991 | 1.31% | 18,703 | $88,036 | Down ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1,481,071 | 1.21% | 8,988 | $157,003 | Down ×4 | ||
| HYBB | $1,328,743 | 1.09% | 28,510 | $114,192 | Up ×4 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $1,312,603 | 1.07% | 8,090 | $301,282 | Down ×1 | ||
| FHYS | $1,188,213 | 0.97% | 51,639 | $-81,024 | Down ×4 | ||
| SCHM | $1,124,241 | 0.92% | 30,759 | $85,100 | Down ×4 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,064,854 | 0.87% | 13,071 | $-99,728 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,063,436 | 0.87% | 4,011 | $149,547 | Down ×4 | ||
| IJR | $998,408 | 0.82% | 6,669 | $187,099 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $981,415 | 0.80% | 1,836 | $318,001 | Down ×1 | ||
| USMV | $928,346 | 0.76% | 9,158 | $208,684 | Up ×1 | ||
| SPDW | $900,440 | 0.74% | 17,273 | $-92,602 | Down ×4 | ||
| VWO | $848,773 | 0.70% | 14,067 | $128,692 | Up ×1 | ||
| PXF | $848,456 | 0.69% | 10,685 | $60,648 | Down ×4 | ||
| AMGN Amgen Inc. - Common Stock | $813,952 | 0.67% | 1,948 | $109,196 | Down ×3 | ||
| SCHD | $740,658 | 0.61% | 21,512 | $33,668 | Down ×2 | ||
| PAAA | $734,745 | 0.60% | 14,303 | Up ×1 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $711,999 | 0.58% | 9,047 | $-16,334 | Down ×1 | ||
| JAAA | $704,731 | 0.58% | 13,933 | $-901,669 | Down ×4 | ||
| RSP | $691,577 | 0.57% | 3,105 | $55,554 | Down ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $683,660 | 0.56% | 2,011 | $-35,305 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $650,047 | 0.53% | 1,890 | $100,136 | Down ×2 | ||
| CWI | $643,715 | 0.53% | 15,448 | $4,207 | Down ×2 | ||
| VOO | $536,927 | 0.44% | 751 | $68,448 | Down ×4 | ||
| VTEB | $536,333 | 0.44% | 10,746 | $-93,129 | Down ×1 | ||
| IBM International Business Machines Corporation Common Stock | $529,534 | 0.43% | 2,233 | $-59,716 | Down ×2 | ||
| KMLM | $521,597 | 0.43% | 18,111 | $44,904 | Up ×2 | ||
| LLY Eli Lilly and Company Common Stock | $494,481 | 0.40% | 409 | $565 | Down ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $471,975 | 0.39% | 491 | $-25,936 | Down ×4 | ||
| JNJ Johnson & Johnson Common Stock | $470,129 | 0.38% | 1,794 | $-49,755 | Down ×4 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $450,392 | 0.37% | 757 | $-149,772 | Down ×3 | ||
| NVO Novo Nordisk A/S Common Stock | $442,438 | 0.36% | 9,470 | $66,853 | Down ×2 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $408,522 | 0.33% | 4,284 | $-9,748 | Down ×4 | ||
| CVX Chevron Corporation Common Stock | $401,529 | 0.33% | 2,031 | $-22,823 | Down ×4 | ||
| ABBV AbbVie Inc. Common Stock | $393,286 | 0.32% | 1,568 | $12,026 | Down ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $383,531 | 0.31% | 524 | $39,013 | Down ×4 | ||
| GE GE Aerospace Common Stock | $365,328 | 0.30% | 1,013 | $52,613 | Down ×2 | ||
| O Realty Income Corporation Common Stock | $361,900 | 0.30% | 5,749 | $-59,691 | Down ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $356,937 | 0.29% | 983 | $67,778 | |||
| ITOT | $355,056 | 0.29% | 2,080 | $92,985 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $347,028 | 0.28% | 612 | $41,236 | |||
| RTX RTX Corporation Common Stock | $342,846 | 0.28% | 1,555 | $42,886 | |||
| TIP | $333,696 | 0.27% | 3,114 | $-59,627 | Down ×3 | ||
| JEPI | $331,460 | 0.27% | 5,723 | $-50,736 | Down ×4 | ||
| BIO Bio-Rad Laboratories, Inc. Class A Common Stock | $330,489 | 0.27% | 915 | $74,039 | Down ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $317,759 | 0.26% | 5,429 | $-21,319 | Down ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $312,536 | 0.26% | 726 | $67,184 | |||
| PCY | $306,522 | 0.25% | 14,411 | $4,120 | Down ×2 | ||
| SCHP | $296,048 | 0.24% | 11,404 | $-32,319 | Down ×2 | ||
| SDY | $293,385 | 0.24% | 1,853 | $22,958 | |||
| IAU | $288,602 | 0.24% | 3,529 | $12,044 | Up ×1 | ||
| GEV GE Vernova Inc. Common Stock | $287,541 | 0.24% | 274 | $-8,372 | Down ×1 | ||
| BA Boeing Company (The) Common Stock | $286,827 | 0.23% | 1,245 | $-5,605 | Down ×1 | ||
| SPTM | $286,814 | 0.23% | 3,037 | $38,012 | Down ×3 | ||
| INTC Intel Corporation - Common Stock | $286,494 | 0.23% | 2,740 | $156,752 | Down ×4 | ||
| LMT Lockheed Martin Corporation Common Stock | $285,849 | 0.23% | 478 | $-3,049 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $272,456 | 0.22% | 2,010 | $23,456 | Down ×2 | ||
| WFCPRL | $272,136 | 0.22% | 232 | $-36,249 | Down ×4 | ||
| DIVO | $262,740 | 0.22% | 5,424 | $19,877 | Up ×2 | ||
| DVY iShares Select Dividend ETF | $251,259 | 0.21% | 1,525 | $27,172 | Up ×1 | ||
| XLU XLU | $249,619 | 0.20% | 5,668 | $-41,966 | Down ×2 | ||
| C Citigroup, Inc. Common Stock | $226,130 | 0.19% | 1,630 | $41,272 | |||
| GLD | $225,412 | 0.18% | 565 | $-17,702 | |||
| LST | $219,814 | 0.18% | 4,543 | $-32,655 | Down ×1 | ||
| SRE DBA Sempra Common Stock | $217,420 | 0.18% | 2,514 | $-56,026 | Down ×3 | ||
| ADBE Adobe Inc. - Common Stock | $216,392 | 0.18% | 800 | $21,928 | |||
| AWR American States Water Company Common Stock | $213,928 | 0.18% | 2,411 | $31,608 | |||
| SPMD | $211,115 | 0.17% | 3,073 | $-35,418 | Down ×1 | ||
| KLAC KLA Corporation - Common Stock | $209,370 | 0.17% | 1,000 | $62,129 | Up ×1 | ||
| BAC Bank of America Corporation Common Stock | $206,562 | 0.17% | 3,223 | $29,941 | Down ×1 | ||
| OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. Common Stock | $168,740 | 0.14% | 22,000 | $52,348 | Up ×2 | ||
| 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 |
|---|---|---|---|
| Unknown issuer (CUSIP: 30233Q108) | $1,726,946 | 10,888 | 1.41% |
| PAAA | $734,745 | 14,303 | 0.60% |
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 |
|---|---|---|---|---|
| XOM | June 30, 2026 | 11,348 | $1,925,302 | 21.7% |
| PEG | March 31, 2026 | 3,500 | $281,060 | -8.3% |
| VGT | Dec. 31, 2025 | 341 | $254,601 | No longer tracked |
| DGX | March 31, 2026 | 1,324 | $229,754 | 22.7% |
| PG | June 30, 2026 | 1,457 | $210,463 | -2.3% |
| BSJR | June 30, 2026 | 8,203 | $183,460 | |
| AEM | June 30, 2026 | 900 | $182,682 | 39.8% |
| VUG | June 30, 2026 | 411 | $179,521 | No longer tracked |
| SCHE | June 30, 2026 | 5,041 | $166,101 | No longer tracked |
| XLE | June 30, 2026 | 2,700 | $165,402 | No longer tracked |
| AFL | June 30, 2026 | 1,500 | $164,565 | -0.2% |
| ITB | June 30, 2026 | 1,778 | $160,998 | No longer tracked |
| COWZ | June 30, 2026 | 2,547 | $159,357 | No longer tracked |
| JPST | June 30, 2026 | 3,070 | $155,396 | No longer tracked |
| IXUS | June 30, 2026 | 1,784 | $154,566 | |
| SCHF | June 30, 2026 | 6,202 | $153,500 | No longer tracked |
| LOW | June 30, 2026 | 641 | $151,455 | -1.3% |
| SCHW | June 30, 2026 | 1,542 | $144,917 | 20.5% |
| DUK | June 30, 2026 | 1,087 | $142,267 | -3.5% |
| CDNS | June 30, 2026 | 500 | $138,935 | -16.3% |
| ALL | June 30, 2026 | 666 | $138,088 | 7.7% |
| SUSB | June 30, 2026 | 5,501 | $137,883 | |
| LDOS | June 30, 2026 | 872 | $135,613 | 37.9% |
| AGG | June 30, 2026 | 1,365 | $135,504 | No longer tracked |
| HD | June 30, 2026 | 394 | $129,418 | -4.8% |
| MUB | June 30, 2026 | 1,215 | $128,972 | No longer tracked |
| COP | June 30, 2026 | 955 | $126,060 | 30.3% |
| MDLZ | June 30, 2026 | 2,170 | $125,079 | 10.9% |
| NEE | June 30, 2026 | 1,335 | $123,995 | -3.2% |
| VLO | June 30, 2026 | 482 | $119,093 | 32.8% |
| SCHR | June 30, 2026 | 4,730 | $117,824 | No longer tracked |
| MCD | June 30, 2026 | 372 | $115,530 | -0.6% |
| VYM | June 30, 2026 | 775 | $114,778 | No longer tracked |
| VZ | June 30, 2026 | 2,232 | $112,046 | 16.8% |
| EFAV | June 30, 2026 | 1,213 | $110,832 | No longer tracked |
| T | June 30, 2026 | 3,765 | $109,147 | 22.6% |
| SPHY | June 30, 2026 | 4,624 | $107,832 | No longer tracked |
| AVGO | June 30, 2026 | 347 | $107,482 | -1.3% |
| ICE | June 30, 2026 | 681 | $107,108 | 30.7% |
| EMR | June 30, 2026 | 815 | $106,781 | 9.0% |
| V | June 30, 2026 | 325 | $98,228 | 7.2% |
| WFC | June 30, 2026 | 1,218 | $96,965 | 2.4% |
| SUB | June 30, 2026 | 894 | $95,211 | No longer tracked |
| NLY | June 30, 2026 | 4,500 | $95,175 | 4.0% |
| SHYG | June 30, 2026 | 2,243 | $94,901 | No longer tracked |
| VTR | June 30, 2026 | 1,160 | $94,865 | 4.5% |
| HYS | June 30, 2026 | 1,015 | $94,669 | No longer tracked |
| ESGV | June 30, 2026 | 807 | $90,602 | No longer tracked |
| STIP | June 30, 2026 | 870 | $89,984 | No longer tracked |
| PEP | June 30, 2026 | 560 | $86,885 | 5.3% |
| USB | June 30, 2026 | 1,650 | $85,817 | 3.0% |
| CMCSA | March 31, 2026 | 2,810 | $83,991 | -7.8% |
| DE | June 30, 2026 | 149 | $83,932 | -1.7% |
| ITA | June 30, 2026 | 378 | $82,688 | No longer tracked |
| PSK | June 30, 2026 | 2,649 | $81,695 | No longer tracked |
| CGGR | June 30, 2026 | 2,000 | $80,380 | No longer tracked |
| CI | June 30, 2026 | 300 | $80,025 | 0.4% |
| GM | June 30, 2026 | 1,058 | $78,821 | 13.8% |
| SGOL | June 30, 2026 | 1,757 | $78,397 | No longer tracked |
| DTE | March 31, 2026 | 603 | $77,811 | -5.7% |
| VTEC | June 30, 2026 | 785 | $77,778 | No longer tracked |
| ET | June 30, 2026 | 4,000 | $77,200 | 11.1% |
| CVS | June 30, 2026 | 1,057 | $75,914 | -9.5% |
| TFI | March 31, 2026 | 1,651 | $75,467 | No longer tracked |
| VSGX | June 30, 2026 | 1,047 | $75,101 | No longer tracked |
| IYT | June 30, 2026 | 1,000 | $74,600 | No longer tracked |
| KO | June 30, 2026 | 975 | $74,149 | 11.5% |
| JPIB | June 30, 2026 | 1,529 | $73,117 | No longer tracked |
| WAL | June 30, 2026 | 1,000 | $70,850 | -3.0% |
| ADP | June 30, 2026 | 345 | $70,097 | 24.6% |
| PFF | June 30, 2026 | 2,270 | $68,826 | |
| TXN | June 30, 2026 | 350 | $67,949 | -11.1% |
| PDI | June 30, 2026 | 3,951 | $67,602 | -10.1% |
| PSX | June 30, 2026 | 363 | $66,131 | 43.8% |
| STZ | June 30, 2026 | 440 | $66,000 | -3.4% |
| CSCO | June 30, 2026 | 840 | $65,176 | -5.5% |
| VOOG | June 30, 2026 | 159 | $64,823 | No longer tracked |
| BMY | June 30, 2026 | 1,063 | $64,471 | 14.6% |
| BGRN | June 30, 2026 | 1,341 | $63,659 | |
| DXJ | June 30, 2026 | 400 | $63,432 | No longer tracked |
| VCEB | June 30, 2026 | 1,006 | $63,207 | No longer tracked |
| SPEM | June 30, 2026 | 1,347 | $63,188 | No longer tracked |
| SCHZ | June 30, 2026 | 2,710 | $62,926 | No longer tracked |
| CTSH | June 30, 2026 | 1,000 | $61,350 | 57.2% |
| UNP | June 30, 2026 | 250 | $60,655 | 12.6% |
| EXG | Dec. 31, 2025 | 6,650 | $60,515 | 3.8% |
| A | June 30, 2026 | 514 | $58,586 | 17.8% |
| MMM | June 30, 2026 | 400 | $58,092 | 11.1% |
| AXP | June 30, 2026 | 190 | $57,471 | -0.9% |
| MPLX | June 30, 2026 | 1,000 | $57,070 | 4.0% |
| PVAL | June 30, 2026 | 1,225 | $56,840 | No longer tracked |
| ATO | June 30, 2026 | 300 | $55,416 | -1.7% |
| FISV | Sept. 30, 2025 | 320 | $55,171 | -60.0% |
| LCTU | June 30, 2026 | 762 | $53,445 | No longer tracked |
| SPAB | June 30, 2026 | 2,069 | $53,008 | No longer tracked |
| SPY | June 30, 2026 | 81 | $52,678 | No longer tracked |
| SAEF | June 30, 2026 | 1,913 | $52,610 | No longer tracked |
| EFA | June 30, 2026 | 535 | $51,965 | No longer tracked |
| CAIE | June 30, 2026 | 2,061 | $51,814 | No longer tracked |
| FE | March 31, 2026 | 1,150 | $51,486 | -7.5% |
| KR | June 30, 2026 | 700 | $50,652 | 2.7% |
| BSJS | June 30, 2026 | 2,294 | $49,745 | |
| GLTR | June 30, 2026 | 225 | $49,212 | No longer tracked |
| BIIB | June 30, 2026 | 251 | $46,016 | -0.2% |
| CORP | June 30, 2026 | 473 | $45,786 | No longer tracked |
| EZU | June 30, 2026 | 729 | $45,665 | No longer tracked |
| BSJP | Dec. 31, 2025 | 1,975 | $45,544 | No longer tracked |
| ARM | June 30, 2026 | 300 | $45,384 | -29.3% |
| AEIS | June 30, 2026 | 140 | $45,179 | -21.4% |
| LCR | June 30, 2026 | 1,210 | $45,093 | No longer tracked |
| HTGC | June 30, 2026 | 3,000 | $44,310 | 7.9% |
| HEZU | March 31, 2026 | 1,005 | $43,979 | No longer tracked |
| MO | June 30, 2026 | 665 | $43,900 | -7.2% |
| CALF | June 30, 2026 | 939 | $42,133 | No longer tracked |
| SOXX | June 30, 2026 | 126 | $41,411 | -18.6% |
| IHF | June 30, 2026 | 979 | $40,971 | No longer tracked |
| BWXT | June 30, 2026 | 200 | $40,898 | -18.7% |
| WDFC | June 30, 2026 | 200 | $40,788 | -13.8% |
| ACN | June 30, 2026 | 200 | $39,658 | 46.7% |
| ASML | June 30, 2026 | 30 | $39,625 | -11.8% |
| BLK | June 30, 2026 | 41 | $39,430 | 20.3% |
| AGNC | Dec. 31, 2025 | 4,000 | $39,160 | 1.9% |
| PM | June 30, 2026 | 225 | $37,202 | 4.9% |
| CTA | June 30, 2026 | 1,209 | $36,536 | No longer tracked |
| BSJQ | June 30, 2026 | 1,565 | $36,269 | |
| DTM | March 31, 2026 | 301 | $36,024 | -3.6% |
| XJH | June 30, 2026 | 791 | $35,888 | No longer tracked |
| ETN | June 30, 2026 | 100 | $35,767 | -1.2% |
| IWP | June 30, 2026 | 275 | $35,233 | No longer tracked |
| TLT | June 30, 2026 | 403 | $34,936 | |
| ARTY | June 30, 2026 | 750 | $34,898 | No longer tracked |
| CSX | June 30, 2026 | 846 | $34,734 | 8.3% |
| LTPZ | June 30, 2026 | 680 | $34,700 | No longer tracked |
| TBLU | June 30, 2026 | 686 | $34,589 | -0.2% |
| AEE | June 30, 2026 | 314 | $34,500 | -4.0% |
| BMO | June 30, 2026 | 250 | $33,835 | -0.4% |
| MS | June 30, 2026 | 200 | $32,914 | 1.3% |
| EVF | June 30, 2026 | 6,505 | $32,460 | -0.2% |
| CG | Dec. 31, 2025 | 500 | $31,350 | -17.4% |
| TGT | June 30, 2026 | 250 | $30,300 | 24.4% |
| LDDR | June 30, 2026 | 365 | $29,806 | No longer tracked |
| RIVN | March 31, 2026 | 1,500 | $29,565 | 8.5% |
| ANET | Dec. 31, 2025 | 200 | $29,142 | 43.8% |
| IYZ | March 31, 2026 | 850 | $28,815 | No longer tracked |
| IEF | June 30, 2026 | 300 | $28,632 | |
| AIQ | June 30, 2026 | 600 | $28,002 | |
| MTUM | June 30, 2026 | 116 | $27,839 | No longer tracked |
| COF | June 30, 2026 | 152 | $27,729 | 8.5% |
| WMT | June 30, 2026 | 222 | $27,590 | -8.9% |
| KBWD | June 30, 2026 | 2,200 | $27,588 | |
| ARCC | June 30, 2026 | 1,500 | $27,030 | 6.9% |
| BIL | Dec. 31, 2025 | 294 | $26,975 | No longer tracked |
| GLAD | June 30, 2026 | 1,550 | $26,893 | 1.1% |
| AMP | June 30, 2026 | 60 | $26,664 | 21.9% |
| LECO | June 30, 2026 | 107 | $26,652 | 5.1% |
| NOC | June 30, 2026 | 39 | $26,607 | 9.8% |
| VLTO | June 30, 2026 | 300 | $26,526 | 11.8% |
| ESGE | June 30, 2026 | 577 | $26,236 | |
| PFE | June 30, 2026 | 931 | $26,142 | 16.5% |
| MUC | June 30, 2026 | 2,513 | $26,135 | -3.6% |
| IBIT | June 30, 2026 | 670 | $25,741 | |
| JEPQ | June 30, 2026 | 460 | $25,539 | |
| ETR | March 31, 2026 | 276 | $25,511 | -4.8% |
| DHR | June 30, 2026 | 134 | $25,406 | 12.4% |
| TQQQ | June 30, 2026 | 600 | $25,008 | |
| FHI | June 30, 2026 | 435 | $24,669 | 14.6% |
| ILMN | June 30, 2026 | 200 | $24,652 | 19.4% |
| ABR | Dec. 31, 2025 | 2,000 | $24,420 | -33.4% |
| MPC | June 30, 2026 | 100 | $24,418 | 41.9% |
| KBWP | June 30, 2026 | 204 | $24,272 | |
| SAIC | June 30, 2026 | 250 | $23,730 | 15.0% |
| YYY | Dec. 31, 2025 | 2,000 | $23,620 | No longer tracked |
| OXY | June 30, 2026 | 363 | $23,595 | 26.5% |
| MGK | June 30, 2026 | 63 | $23,149 | No longer tracked |
| RMD | June 30, 2026 | 100 | $22,448 | 18.0% |
| BSMU | June 30, 2026 | 1,015 | $22,141 | |
| FTV | June 30, 2026 | 400 | $22,112 | -1.9% |
| F | June 30, 2026 | 1,900 | $21,926 | 3.2% |
| B | June 30, 2026 | 530 | $21,619 | 28.5% |
| JPRE | June 30, 2026 | 443 | $21,295 | No longer tracked |
| DOW | June 30, 2026 | 500 | $20,825 | 20.0% |
| TAP | June 30, 2026 | 473 | $20,367 | 8.8% |
| EIX | June 30, 2026 | 265 | $19,393 | -0.8% |
| ALLW | June 30, 2026 | 660 | $19,041 | |
| SPG | June 30, 2026 | 100 | $18,653 | -1.7% |
| SBUX | June 30, 2026 | 208 | $18,635 | 1.4% |
| PDM | June 30, 2026 | 2,828 | $18,580 | 6.0% |
| GLW | June 30, 2026 | 134 | $18,220 | -39.9% |
| BP | June 30, 2026 | 374 | $17,578 | 22.4% |
| EFG | June 30, 2026 | 157 | $17,485 | No longer tracked |
| LH | June 30, 2026 | 65 | $17,343 | 18.7% |
| EUSA | June 30, 2026 | 165 | $16,792 | No longer tracked |
| GILD | June 30, 2026 | 120 | $16,724 | 14.6% |
| DOC | June 30, 2026 | 1,000 | $16,430 | -1.0% |
| NATL | June 30, 2026 | 375 | $16,343 | 7.6% |
| IWN | June 30, 2026 | 85 | $16,115 | No longer tracked |
| SOUN | Dec. 31, 2025 | 1,000 | $16,080 | -28.5% |
| DIS | June 30, 2026 | 166 | $15,999 | 11.3% |
| IGIB | June 30, 2026 | 300 | $15,966 | |
| AEP | June 30, 2026 | 120 | $15,730 | -9.8% |
| MINT | June 30, 2026 | 156 | $15,689 | No longer tracked |
| RF | June 30, 2026 | 600 | $15,672 | 1.0% |
| SH | June 30, 2026 | 410 | $15,551 | No longer tracked |
| TFLR | June 30, 2026 | 304 | $15,309 | No longer tracked |
| UPS | June 30, 2026 | 155 | $15,249 | -3.9% |
| BROS | June 30, 2026 | 300 | $15,198 | -31.5% |
| BSV | Sept. 30, 2025 | 190 | $14,953 | No longer tracked |
| CMF | March 31, 2026 | 254 | $14,595 | No longer tracked |
| SO | June 30, 2026 | 150 | $14,478 | -4.8% |
| BTAL | June 30, 2026 | 1,031 | $14,393 | No longer tracked |
| UNH | June 30, 2026 | 52 | $14,071 | -6.8% |
| NCA | June 30, 2026 | 1,500 | $14,070 | -1.6% |
| MSI | June 30, 2026 | 32 | $13,887 | 14.9% |
| VB | June 30, 2026 | 53 | $13,882 | No longer tracked |
| SPIP | June 30, 2026 | 520 | $13,525 | No longer tracked |
| CGCB | June 30, 2026 | 500 | $13,130 | No longer tracked |
| KWR | June 30, 2026 | 104 | $12,920 | 4.4% |
| KBE | June 30, 2026 | 215 | $12,803 | No longer tracked |
| MAR | June 30, 2026 | 39 | $12,756 | -3.7% |
| IWM | June 30, 2026 | 50 | $12,400 | No longer tracked |
| HPE | March 31, 2026 | 516 | $12,394 | 125.0% |
| PWZ | Dec. 31, 2025 | 514 | $12,295 | No longer tracked |
| BBDC | Dec. 31, 2025 | 1,400 | $12,264 | 2.0% |
| CARR | Sept. 30, 2025 | 167 | $12,223 | 2.1% |
| HPQ | March 31, 2026 | 516 | $11,496 | 54.3% |
| DTF | June 30, 2026 | 1,000 | $11,450 | -0.3% |
| IUSB | June 30, 2026 | 245 | $11,317 | |
| HUM | June 30, 2026 | 65 | $11,270 | -3.3% |
| PSA | Dec. 31, 2025 | 38 | $10,976 | 24.2% |
| SGOV | June 30, 2026 | 109 | $10,972 | 0.0% |
| PNC | June 30, 2026 | 52 | $10,821 | -0.9% |
| FMTM | June 30, 2026 | 300 | $10,429 | |
| MDT | June 30, 2026 | 120 | $10,398 | 17.7% |
| IBIB | Sept. 30, 2025 | 400 | $10,228 | No longer tracked |
| EFV | June 30, 2026 | 137 | $10,186 | No longer tracked |
| AZO | June 30, 2026 | 3 | $10,133 | -7.5% |
| AVUV | June 30, 2026 | 90 | $9,942 | No longer tracked |
| KMB | Sept. 30, 2025 | 77 | $9,927 | -12.8% |
| OKLO | June 30, 2026 | 200 | $9,918 | -17.9% |
| CEG | June 30, 2026 | 35 | $9,811 | 9.8% |
| DJP | June 30, 2026 | 195 | $9,387 | No longer tracked |
| HAL | Sept. 30, 2025 | 450 | $9,171 | 44.4% |
| BPRE | June 30, 2026 | 548 | $9,102 | -6.6% |
| ZBH | June 30, 2026 | 100 | $9,042 | 15.4% |
| DX | June 30, 2026 | 700 | $8,932 | -0.2% |
| WBD | June 30, 2026 | 323 | $8,870 | 6.6% |
| SHYM | June 30, 2026 | 400 | $8,808 | No longer tracked |
| VSS | June 30, 2026 | 60 | $8,747 | No longer tracked |
| DBC | June 30, 2026 | 300 | $8,685 | No longer tracked |
| STWD | June 30, 2026 | 500 | $8,610 | -0.2% |
| RFI | June 30, 2026 | 750 | $8,355 | 1.3% |
| TPR | Dec. 31, 2025 | 71 | $8,039 | 2.3% |
| YMAX | June 30, 2026 | 1,025 | $8,026 | No longer tracked |
| PCEF | June 30, 2026 | 425 | $7,999 | No longer tracked |
| TDC | June 30, 2026 | 300 | $7,689 | -20.8% |
| PKG | Dec. 31, 2025 | 35 | $7,628 | 21.7% |
| AWK | June 30, 2026 | 56 | $7,621 | 4.1% |
| PLTR | June 30, 2026 | 50 | $7,314 | 48.3% |
| HSY | June 30, 2026 | 35 | $7,276 | 7.2% |
| NAC | June 30, 2026 | 590 | $6,874 | -3.3% |
| SLB | Dec. 31, 2025 | 200 | $6,874 | 40.2% |
| VIXY | June 30, 2026 | 200 | $6,870 | No longer tracked |
| AMLP | June 30, 2026 | 130 | $6,843 | No longer tracked |
| WM | Dec. 31, 2025 | 30 | $6,625 | 1.9% |
| QUAL | June 30, 2026 | 34 | $6,522 | No longer tracked |
| JBBB | Dec. 31, 2025 | 131 | $6,310 | No longer tracked |
| RAL | June 30, 2026 | 133 | $5,531 | -13.3% |
| WHR | June 30, 2026 | 100 | $5,392 | 4.9% |
| ANF | Sept. 30, 2025 | 61 | $5,054 | 26.0% |
| MU | Sept. 30, 2025 | 40 | $4,930 | 488.5% |
| IPG | Dec. 31, 2025 | 174 | $4,856 | No longer tracked |
| LHX | June 30, 2026 | 14 | $4,832 | -7.0% |
| FNDX | June 30, 2026 | 171 | $4,762 | No longer tracked |
| VYX | June 30, 2026 | 750 | $4,748 | -6.4% |
| ABT | June 30, 2026 | 46 | $4,723 | 26.1% |
| PHO | June 30, 2026 | 70 | $4,680 | |
| HQL | Dec. 31, 2025 | 300 | $4,653 | 32.9% |
| OMC | June 30, 2026 | 59 | $4,443 | 18.5% |
| FNDE | March 31, 2026 | 123 | $4,435 | No longer tracked |
| GBTC | Sept. 30, 2025 | 52 | $4,411 | No longer tracked |
| GGN | June 30, 2026 | 800 | $4,256 | No longer tracked |
| ENB | March 31, 2026 | 88 | $4,209 | -5.4% |
| PKW | June 30, 2026 | 32 | $4,200 | |
| CRM | June 30, 2026 | 22 | $4,107 | 31.2% |
| DBMF | June 30, 2026 | 136 | $4,100 | No longer tracked |
| OMFL | June 30, 2026 | 68 | $4,088 | No longer tracked |
| EFO | Sept. 30, 2025 | 70 | $3,949 | No longer tracked |
| NFLX | June 30, 2026 | 40 | $3,846 | 11.4% |
| MEGI | June 30, 2026 | 250 | $3,673 | -0.3% |
| PINS | June 30, 2026 | 200 | $3,668 | 9.7% |
| TSI | Sept. 30, 2025 | 750 | $3,660 | -11.2% |
| NOBL | June 30, 2026 | 33 | $3,498 | No longer tracked |
| PAGP | June 30, 2026 | 140 | $3,399 | 11.5% |
| HR | June 30, 2026 | 200 | $3,398 | -3.6% |
| EET | Sept. 30, 2025 | 53 | $3,396 | No longer tracked |
| CCL | March 31, 2026 | 100 | $3,054 | -0.8% |
| EDIV | June 30, 2026 | 75 | $2,961 | No longer tracked |
| CRVO | June 30, 2026 | 725 | $2,857 | -17.4% |
| CHRD | June 30, 2026 | 20 | $2,844 | 30.7% |
| COIN | Sept. 30, 2025 | 8 | $2,804 | -44.5% |
| DELL | June 30, 2026 | 17 | $2,790 | 1.8% |
| ORLY | June 30, 2026 | 30 | $2,769 | -3.5% |
| FIX | June 30, 2026 | 2 | $2,758 | -15.1% |
| HYD | June 30, 2026 | 55 | $2,758 | No longer tracked |
| VHT | June 30, 2026 | 10 | $2,723 | No longer tracked |
| NRG | March 31, 2026 | 17 | $2,707 | -21.6% |
| IOO | June 30, 2026 | 21 | $2,599 | No longer tracked |
| FDX | Dec. 31, 2025 | 11 | $2,594 | 14.0% |
| PWS | June 30, 2026 | 79 | $2,529 | No longer tracked |
| CPRO | Sept. 30, 2025 | 100 | $2,495 | No longer tracked |
| CPSD | Sept. 30, 2025 | 100 | $2,481 | No longer tracked |
| UTHR | June 30, 2026 | 4 | $2,372 | -2.9% |
| CRDO | June 30, 2026 | 25 | $2,347 | -14.9% |
| IMFL | June 30, 2026 | 73 | $2,310 | No longer tracked |
| WBA | Sept. 30, 2025 | 200 | $2,296 | No longer tracked |
| OMFS | June 30, 2026 | 50 | $2,263 | No longer tracked |
| PSQ | June 30, 2026 | 70 | $2,253 | No longer tracked |
| TAN | June 30, 2026 | 40 | $2,228 | No longer tracked |
| EME | June 30, 2026 | 3 | $2,215 | -4.8% |
| PTBD | June 30, 2026 | 110 | $2,088 | No longer tracked |
| NDAA | June 30, 2026 | 90 | $1,955 | |
| IESC | June 30, 2026 | 4 | $1,906 | -8.2% |
| SNDK | June 30, 2026 | 3 | $1,906 | -29.4% |
| NKE | June 30, 2026 | 36 | $1,902 | -1.2% |
| EXLS | June 30, 2026 | 62 | $1,888 | 43.6% |
| GXC | June 30, 2026 | 20 | $1,862 | No longer tracked |
| IBB | June 30, 2026 | 11 | $1,857 | 12.4% |
| FAN | June 30, 2026 | 75 | $1,856 | No longer tracked |
| IEFA | June 30, 2026 | 20 | $1,811 | No longer tracked |
| APH | June 30, 2026 | 14 | $1,769 | -11.6% |
| FOXA | March 31, 2026 | 24 | $1,754 | 16.9% |
| LULU | June 30, 2026 | 11 | $1,684 | 3.1% |
| CLSK | Sept. 30, 2025 | 150 | $1,655 | -9.1% |
| PSKY | Dec. 31, 2025 | 87 | $1,646 | -22.9% |
| PCN | June 30, 2026 | 135 | $1,607 | -2.5% |
| DCI | June 30, 2026 | 18 | $1,528 | 3.9% |
| RQI | June 30, 2026 | 125 | $1,506 | 1.0% |
| MHK | June 30, 2026 | 15 | $1,477 | 11.6% |
| BCSF | March 31, 2026 | 100 | $1,391 | -2.3% |
| FANG | June 30, 2026 | 7 | $1,385 | 20.4% |
| AOR | June 30, 2026 | 20 | $1,287 | No longer tracked |
| PANW | June 30, 2026 | 8 | $1,283 | 0.9% |
| AMD | June 30, 2026 | 6 | $1,221 | -19.0% |
| PARA | Sept. 30, 2025 | 87 | $1,122 | |
| CRSH | June 30, 2026 | 40 | $1,077 | No longer tracked |
| PDD | June 30, 2026 | 10 | $1,022 | 16.3% |
| KMI | June 30, 2026 | 30 | $1,006 | -1.3% |
| OXYWS | Dec. 31, 2025 | 38 | $969 | No longer tracked |
| PLTY | June 30, 2026 | 25 | $965 | No longer tracked |
| NWSA | March 31, 2026 | 36 | $940 | 20.5% |
| GNSS | June 30, 2026 | 500 | $910 | 3.5% |
| VRTX | June 30, 2026 | 2 | $893 | 10.1% |
| NWL | June 30, 2026 | 250 | $858 | -5.2% |
| CLF | June 30, 2026 | 100 | $845 | 23.3% |
| HOOD | June 30, 2026 | 12 | $832 | 6.0% |
| HEFA | June 30, 2026 | 19 | $807 | No longer tracked |
| BABA | June 30, 2026 | 5 | $627 | 27.3% |
| MPT | June 30, 2026 | 130 | $602 | -11.4% |
| BTC | Sept. 30, 2025 | 10 | $478 | No longer tracked |
| CRWV | June 30, 2026 | 6 | $465 | -9.5% |
| ALAB | June 30, 2026 | 4 | $438 | -40.0% |
| GEHC | June 30, 2026 | 6 | $427 | 15.7% |
| YGLD | June 30, 2026 | 10 | $399 | No longer tracked |
| LAC | June 30, 2026 | 100 | $395 | -17.6% |
| FNDF | June 30, 2026 | 7 | $343 | No longer tracked |
| NTSK | June 30, 2026 | 30 | $255 | 28.4% |
| OGN | June 30, 2026 | 42 | $252 | 1.4% |
| U | June 30, 2026 | 10 | $219 | 61.3% |
| FTRE | March 31, 2026 | 12 | $207 | 90.7% |
| VAC | June 30, 2026 | 3 | $195 | 8.4% |
| LGLV | June 30, 2026 | 1 | $178 | No longer tracked |
| SPHQ | June 30, 2026 | 2 | $150 | No longer tracked |
| SPSB | June 30, 2026 | 5 | $150 | No longer tracked |
| TSDD | Sept. 30, 2025 | 5 | $114 | |
| SPIB | June 30, 2026 | 3 | $101 | No longer tracked |
| GERN | June 30, 2026 | 40 | $60 | 21.5% |