Wingate Wealth Advisors, Inc.
CIK 2041800 · View on SEC EDGAR ↗
- Portfolio value
- $227.1M
- Positions
- 127
- As of
- June 30, 2026
#6,033 of 9,443 by 13F value · top 63.9%
Portfolio value QoQ: +21.3% 13F does not disclose cash
- Top 10 holdings weight
- 46.60%
- Top 25 holdings weight
- 68.47%
- Positions above 1%
- 22
- Effective number of positions
- 28.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.02% Est. buys $35,998,247 · sells $6,250,319
Median holding: 1.0 quarters Tracked Q4 2024–Q2 2026 · 26.0% still held
- New positions
- 11
- Increased
- 73
- Decreased
- 23
- Closed
- 5
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
Technology
2.5%
Communication Services
2.4%
Industrials
1.8%
Healthcare
1.3%
Energy
1.1%
Retail
0.9%
Consumer Staples
0.6%
Financials
0.6%
Financial Services
0.3%
Telecommunication
0.2%
Consumer products
0.2%
Utilities
0.1%
Real Estate
0.1%
Other/Unmapped
88.1%
Full portfolio 127 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VIG | $27,965,177 | 12.32% | 118,186 | $6,263,617 | Up ×6 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $18,559,974 | 8.17% | 369,500 | $3,992,595 | Up ×4 | ||
| SMLF | $9,616,688 | 4.24% | 107,883 | $1,959,981 | Up ×4 | ||
| FNDF | $9,310,584 | 4.10% | 176,471 | $2,767,511 | Up ×6 | ||
| FNDX | $8,784,361 | 3.87% | 282,455 | $1,164,462 | Up ×6 | ||
| FBND | $8,296,253 | 3.65% | 182,375 | $5,129,394 | Up ×2 | ||
| SPHQ | $7,058,319 | 3.11% | 78,339 | $5,128,606 | Up ×6 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $5,863,312 | 2.58% | 61,319 | $1,947,843 | Up ×2 | ||
| BND Vanguard Total Bond Market ETF | $5,360,179 | 2.36% | 73,017 | $249,768 | Up ×4 | ||
| BRKB | $4,993,892 | 2.20% | 9,980 | $-265,807 | Down ×2 | ||
| VEA | $4,673,246 | 2.06% | 65,589 | $687,994 | Up ×6 | ||
| DFAE | $4,554,264 | 2.01% | 113,262 | $505,984 | Down ×1 | ||
| TCAF | $4,133,062 | 1.82% | 100,561 | $919,216 | Up ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4,042,954 | 1.78% | 11,313 | $699,185 | Down ×3 | ||
| IQLT | $3,837,264 | 1.69% | 77,442 | $537,753 | Up ×5 | ||
| VO | $3,670,092 | 1.62% | 45,552 | $1,046,641 | Up ×4 | ||
| RSP | $3,512,906 | 1.55% | 16,510 | $376,006 | Up ×2 | ||
| VUG | $3,339,264 | 1.47% | 38,766 | $839,878 | Up ×4 | ||
| QLTY | $3,210,917 | 1.41% | 77,148 | $539,556 | Up ×1 | ||
| AGG | $2,861,422 | 1.26% | 28,909 | $-177,647 | Down ×3 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $2,608,783 | 1.15% | 25,375 | $218,511 | Up ×5 | ||
| VUSB | $2,586,734 | 1.14% | 51,963 | $340,174 | Up ×6 | ||
| VXUS Vanguard Total International Stock ETF | $2,232,439 | 0.98% | 26,113 | $219,371 | Up ×1 | ||
| VTI | $2,221,936 | 0.98% | 6,005 | $452,167 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $2,183,732 | 0.96% | 7,547 | $68,199 | Down ×2 | ||
| VTV | $2,099,610 | 0.92% | 9,634 | $453,907 | Up ×1 | ||
| SPY SPY | $2,066,191 | 0.91% | 2,767 | $262,705 | Down ×3 | ||
| ESGV | $2,044,988 | 0.90% | 15,464 | $411,111 | Up ×6 | ||
| EAGG | $2,003,732 | 0.88% | 42,264 | $75,837 | Up ×4 | ||
| VOO | $1,886,867 | 0.83% | 2,747 | $-505,364 | Down ×1 | ||
| EFV | $1,802,969 | 0.79% | 23,553 | $-685,772 | Down ×1 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1,669,388 | 0.74% | 81,973 | $6,448 | Up ×6 | ||
| VB | $1,652,212 | 0.73% | 5,451 | $293,169 | Up ×5 | ||
| EFA | $1,642,867 | 0.72% | 15,815 | $117,061 | Up ×1 | ||
| EFG | $1,541,140 | 0.68% | 12,387 | $125,771 | Down ×1 | ||
| IVV | $1,468,921 | 0.65% | 1,961 | $192,170 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $1,439,388 | 0.63% | 8,684 | $-357,085 | Up ×3 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1,433,339 | 0.63% | 73,074 | $8,125 | Up ×6 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $1,396,294 | 0.61% | 71,513 | $8,927 | Up ×6 | ||
| FNDE | $1,352,373 | 0.60% | 34,082 | $51,954 | Up ×1 | ||
| SUB | $1,311,750 | 0.58% | 12,320 | $6,718 | Up ×3 | ||
| GLD | $1,305,907 | 0.58% | 3,545 | $-217,320 | Up ×1 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1,263,661 | 0.56% | 68,030 | $3,205 | Up ×6 | ||
| VGT | $1,147,885 | 0.51% | 9,604 | $327,000 | Up ×2 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $1,136,897 | 0.50% | 2,635 | $723,946 | Up ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $1,115,151 | 0.49% | 8,156 | $-268,269 | Up ×3 | ||
| DFAS | $1,100,945 | 0.48% | 13,371 | $336,201 | Up ×5 | ||
| SCHF | $1,087,818 | 0.48% | 39,271 | $162,560 | Up ×6 | ||
| CRMD CorMedix Inc. - Common Stock | $1,008,741 | 0.44% | 128,502 | $136,212 | |||
| IEFA | $967,073 | 0.43% | 10,013 | $-603,471 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $953,122 | 0.42% | 3,999 | $-52,614 | Down ×2 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $948,361 | 0.42% | 16,079 | $112,573 | Up ×5 | ||
| MUB | $937,835 | 0.41% | 8,714 | $16,632 | Up ×4 | ||
| PM Philip Morris International Inc Common Stock | $918,299 | 0.40% | 5,076 | $79,033 | |||
| XMHQ | $901,610 | 0.40% | 7,987 | $235,049 | Up ×1 | ||
| GE GE Aerospace Common Stock | $858,981 | 0.38% | 2,298 | $206,771 | |||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $854,015 | 0.38% | 51,308 | $4,175 | Up ×6 | ||
| VOE | $832,869 | 0.37% | 4,215 | $-62,594 | Down ×1 | ||
| FNDA | $808,152 | 0.36% | 21,234 | $125,199 | Up ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $776,315 | 0.34% | 2,197 | $-199,901 | Down ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $769,044 | 0.34% | 5,985 | $30,451 | Down ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $749,806 | 0.33% | 2,010 | $5,875 | |||
| WMT Walmart Inc. - Common Stock | $681,485 | 0.30% | 6,017 | $-93,774 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $680,280 | 0.30% | 567 | $158,628 | |||
| MRSH Marsh Common Stock | $672,680 | 0.30% | 4,036 | $-24,936 | Up ×1 | ||
| GEV GE Vernova Inc. Common Stock | $595,654 | 0.26% | 507 | $153,094 | |||
| VGSH Vanguard Short-Term Treasury ETF | $586,044 | 0.26% | 10,069 | $1,172 | Up ×2 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $584,584 | 0.26% | 11,154 | $4,917 | Up ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $578,496 | 0.25% | 1,027 | $-240,532 | Down ×2 | ||
| DFLV | $577,384 | 0.25% | 14,603 | $57,799 | Up ×6 | ||
| BSMS Invesco BulletShares 2028 Municipal Bond ETF | $566,384 | 0.25% | 24,163 | $203,571 | Up ×6 | ||
| BJUL | $535,714 | 0.24% | 9,864 | $128,391 | Up ×1 | ||
| RTX RTX Corporation Common Stock | $524,793 | 0.23% | 2,766 | $-30,566 | Down ×1 | ||
| IEMG | $516,413 | 0.23% | 6,234 | $121,441 | Up ×3 | ||
| NULG | $497,980 | 0.22% | 4,254 | $111,116 | |||
| AVGO Broadcom Inc. - Common Stock | $496,741 | 0.22% | 1,315 | $86,640 | Down ×2 | ||
| SCHD | $496,264 | 0.22% | 15,650 | $16,119 | |||
| DFIC | $464,843 | 0.20% | 12,476 | $26,981 | Up ×6 | ||
| JNJ Johnson & Johnson Common Stock | $454,156 | 0.20% | 1,788 | $17,278 | Up ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $446,552 | 0.20% | 477 | $18,188 | Up ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $432,057 | 0.19% | 10,204 | $-89,998 | Down ×1 | ||
| IBM International Business Machines Corporation Common Stock | $428,002 | 0.19% | 1,522 | $59,084 | |||
| MMM 3M Company Common Stock | $417,890 | 0.18% | 2,581 | $43,051 | |||
| XVV | $416,940 | 0.18% | 7,342 | $55,695 | Up ×2 | ||
| VPU | $413,389 | 0.18% | 2,112 | $-3,121 | Up ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $400,035 | 0.18% | 2,954 | $-58,749 | |||
| BAC Bank of America Corporation Common Stock | $384,729 | 0.17% | 6,752 | $55,520 | Down ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $376,088 | 0.17% | 511 | $100,938 | Up ×1 | ||
| DFUS | $374,307 | 0.16% | 4,568 | $51,183 | Up ×5 | ||
| DFEV | $369,535 | 0.16% | 8,661 | $59,648 | |||
| BSMU Invesco BulletShares 2030 Municipal Bond ETF | $366,396 | 0.16% | 16,716 | $4,363 | Up ×6 | ||
| BSMT Invesco BulletShares 2029 Municipal Bond ETF | $364,965 | 0.16% | 15,847 | $2,634 | Up ×6 | ||
| BSMR Invesco BulletShares 2027 Municipal Bond ETF | $364,679 | 0.16% | 15,426 | $2,261 | Up ×6 | ||
| BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $363,807 | 0.16% | 15,452 | $1,245 | Up ×6 | ||
| BSV | $351,662 | 0.15% | 4,514 | $43,027 | Up ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $348,563 | 0.15% | 2,377 | $5,229 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $347,911 | 0.15% | 344 | $56,890 | |||
| IMTM | $347,498 | 0.15% | 6,516 | $34,600 | |||
| ITA ITA | $326,370 | 0.14% | 1,346 | $33,541 | Up ×2 | ||
| IVW | $326,096 | 0.14% | 2,371 | $59,177 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VIG | $27,965,177 | 12.32% | up ×6 |
| VTIP | $18,559,974 | 8.17% | up ×4 |
| SMLF | $9,616,688 | 4.24% | up ×4 |
| FNDF | $9,310,584 | 4.10% | up ×6 |
| FNDX | $8,784,361 | 3.87% | up ×6 |
| SPHQ | $7,058,319 | 3.11% | up ×6 |
| BND | $5,360,179 | 2.36% | up ×4 |
| VEA | $4,673,246 | 2.06% | up ×6 |
| TCAF | $4,133,062 | 1.82% | up ×3 |
| IQLT | $3,837,264 | 1.69% | up ×5 |
| VO | $3,670,092 | 1.62% | up ×4 |
| VUG | $3,339,264 | 1.47% | up ×4 |
| ESGD | $2,608,783 | 1.15% | up ×5 |
| VUSB | $2,586,734 | 1.14% | up ×6 |
| ESGV | $2,044,988 | 0.90% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| RKLB | $281,571 | 2,770 | 0.12% |
| DFAI | $271,320 | 6,577 | 0.12% |
| TSM | $235,442 | 493 | 0.10% |
| CARR | $226,798 | 3,092 | 0.10% |
| ADI | $226,387 | 570 | 0.10% |
| IWD | $225,340 | 930 | 0.10% |
| EEM | $221,873 | 3,243 | 0.10% |
| IJH | $221,350 | 2,871 | 0.10% |
| NVDA | $208,294 | 1,041 | 0.09% |
| PSA | $202,326 | 636 | 0.09% |
| EMR | $200,410 | 1,400 | 0.09% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VIG | Bought more | +17K | +$6.3M |
| FBND | Bought more | +113K | +$5.1M |
| SPHQ | Bought more | +53K | +$5.1M |
| VTIP | Bought more | +78K | +$4.0M |
| FNDF | Bought more | +43K | +$2.8M |
| SMLF | Bought more | +6K | +$2.0M |
| DGRW | Bought more | +17K | +$1.9M |
| FNDX | Bought more | +9K | +$1.2M |
| VO | Bought more | +36K | +$1.0M |
| TCAF | Bought more | +10K | +$919K |
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 |
|---|---|---|---|---|
| BSV | March 31, 2025 | 16,112 | $1,244,953 | No longer tracked |
| VTEB | March 31, 2025 | 16,624 | $833,361 | No longer tracked |
| BSCP | Dec. 31, 2025 | 32,880 | $680,291 | No longer tracked |
| ADI | Sept. 30, 2025 | 2,362 | $562,203 | 53.2% |
| RVMD | March 31, 2025 | 10,000 | $437,400 | 500.6% |
| IJR | Dec. 31, 2025 | 3,143 | $373,515 | No longer tracked |
| IBM | June 30, 2025 | 1,363 | $338,924 | -20.8% |
| NVDA | March 31, 2026 | 1,609 | $300,080 | 24.4% |
| V | June 30, 2026 | 864 | $261,135 | 7.2% |
| TJX | June 30, 2026 | 1,635 | $261,110 | -6.8% |
| NEE | March 31, 2025 | 3,565 | $255,575 | 19.9% |
| T | June 30, 2026 | 8,804 | $255,217 | 22.6% |
| CARR | March 31, 2025 | 3,736 | $255,019 | -3.9% |
| ORCL | June 30, 2025 | 1,746 | $244,108 | -33.0% |
| V | March 31, 2025 | 750 | $237,030 | 5.0% |
| DELL | March 31, 2025 | 2,024 | $233,246 | 381.9% |
| WWD | June 30, 2026 | 638 | $228,353 | -19.0% |
| STIP | Dec. 31, 2025 | 2,205 | $227,874 | No longer tracked |
| CARR | Sept. 30, 2025 | 3,071 | $224,766 | 2.1% |
| DIS | Sept. 30, 2025 | 1,794 | $222,473 | -6.4% |
| IWN | June 30, 2025 | 1,453 | $219,412 | No longer tracked |
| T | Sept. 30, 2025 | 7,546 | $218,381 | -10.2% |
| MCO | March 31, 2026 | 421 | $215,068 | 14.5% |
| TSLA | March 31, 2026 | 471 | $211,818 | -6.2% |
| PRM | March 31, 2026 | 7,654 | $210,715 | 27.8% |
| IJH | March 31, 2026 | 3,171 | $209,255 | No longer tracked |
| IWD | Dec. 31, 2025 | 1,018 | $207,198 | No longer tracked |
| MCD | June 30, 2026 | 644 | $200,149 | -0.6% |
| CAT | March 31, 2025 | 546 | $198,067 | 149.8% |
| VIS | March 31, 2025 | 768 | $195,372 | No longer tracked |
| DIS | March 31, 2025 | 1,713 | $190,738 | 8.5% |
| PSA | March 31, 2025 | 636 | $190,332 | 7.7% |
| AVY | March 31, 2025 | 1,006 | $188,250 | 2.6% |
| MDY | March 31, 2025 | 328 | $187,051 | No longer tracked |
| FSTA | March 31, 2025 | 3,648 | $180,341 | No longer tracked |
| HSIC | March 31, 2025 | 2,550 | $176,460 | 29.0% |
| JPM | March 31, 2025 | 727 | $174,269 | 44.9% |
| EMR | March 31, 2025 | 1,400 | $173,502 | 42.3% |
| VTIP | March 31, 2025 | 3,579 | $173,286 | |
| IWD | March 31, 2025 | 926 | $171,389 | No longer tracked |
| GIS | March 31, 2025 | 2,684 | $171,159 | -34.2% |
| TSLA | March 31, 2025 | 406 | $163,959 | 34.6% |
| ETN | March 31, 2025 | 485 | $160,957 | 54.8% |
| MMM | March 31, 2025 | 1,181 | $152,455 | 22.4% |
| BSX | March 31, 2025 | 1,686 | $150,594 | -51.0% |
| GE | March 31, 2025 | 895 | $149,322 | 74.2% |
| GOOG | March 31, 2025 | 783 | $149,115 | 117.0% |
| BMY | March 31, 2025 | 2,582 | $146,038 | 8.3% |
| TJX | March 31, 2025 | 1,153 | $139,294 | 15.9% |
| OTIS | March 31, 2025 | 1,463 | $135,488 | -30.3% |
| IWO | March 31, 2025 | 453 | $130,350 | No longer tracked |
| HON | March 31, 2025 | 572 | $129,209 | 10.0% |
| NVDA | March 31, 2025 | 941 | $126,368 | 100.1% |
| UTWO | March 31, 2025 | 2,603 | $125,096 | |
| ALL | March 31, 2025 | 649 | $125,034 | 23.8% |
| ELV | March 31, 2025 | 338 | $124,688 | -8.1% |
| AEE | March 31, 2025 | 1,350 | $120,339 | 8.1% |
| KO | March 31, 2025 | 1,905 | $118,605 | 26.6% |
| GILD | March 31, 2025 | 1,276 | $117,864 | 29.3% |
| BAC | March 31, 2025 | 2,665 | $117,107 | 49.6% |
| CSCO | March 31, 2025 | 1,908 | $112,954 | 79.9% |
| ADBE | March 31, 2025 | 253 | $112,504 | -28.8% |
| T | March 31, 2025 | 4,801 | $109,319 | -10.3% |
| WMB | March 31, 2025 | 1,950 | $105,534 | 19.6% |
| SYY | March 31, 2025 | 1,372 | $104,903 | 12.0% |
| FHTX | June 30, 2025 | 28,471 | $103,919 | 53.1% |
| IWF | March 31, 2025 | 256 | $102,927 | No longer tracked |
| BND | March 31, 2025 | 1,429 | $102,783 | |
| TMUS | March 31, 2025 | 461 | $101,757 | -31.4% |
| SCHM | March 31, 2025 | 3,632 | $100,640 | No longer tracked |
| NFG | March 31, 2025 | 1,651 | $100,183 | 6.1% |
| FFIV | March 31, 2025 | 394 | $99,079 | 42.3% |
| TSM | March 31, 2025 | 493 | $97,363 | 153.1% |
| WM | March 31, 2025 | 480 | $96,791 | -3.3% |
| SCHB | March 31, 2025 | 4,236 | $96,157 | No longer tracked |
| CHD | March 31, 2025 | 859 | $89,946 | -11.5% |
| CB | March 31, 2025 | 325 | $89,798 | 13.7% |
| PGR | March 31, 2025 | 370 | $88,656 | -22.2% |
| UDR | March 31, 2025 | 2,007 | $87,124 | -16.5% |
| CL | March 31, 2025 | 956 | $86,910 | -3.7% |
| XSD | March 31, 2025 | 349 | $86,709 | No longer tracked |
| SNA | March 31, 2025 | 254 | $86,228 | 17.0% |
| BSCV | March 31, 2025 | 5,301 | $85,078 | |
| BSCW | March 31, 2025 | 4,226 | $84,989 | |
| SPAB | March 31, 2025 | 3,356 | $83,872 | No longer tracked |
| VMC | March 31, 2025 | 325 | $83,600 | 17.1% |
| EA | March 31, 2025 | 565 | $82,660 | No longer tracked |
| DVA | March 31, 2025 | 545 | $81,505 | 14.7% |
| PNC | March 31, 2025 | 422 | $81,383 | 38.8% |
| CME | March 31, 2025 | 349 | $81,048 | 2.9% |
| MDLZ | March 31, 2025 | 1,348 | $80,516 | -5.5% |
| RSG | March 31, 2025 | 400 | $80,472 | -9.2% |
| UNH | March 31, 2025 | 157 | $79,420 | -26.0% |
| SYK | March 31, 2025 | 216 | $77,771 | -11.2% |
| TSCO | March 31, 2025 | 1,435 | $76,141 | -36.7% |
| ITW | March 31, 2025 | 300 | $76,068 | 14.0% |
| MA | March 31, 2025 | 144 | $75,826 | 4.9% |
| SPSB | March 31, 2025 | 2,534 | $75,665 | No longer tracked |
| LVS | March 31, 2025 | 1,455 | $74,729 | 20.1% |
| SDG | March 31, 2025 | 1,039 | $74,333 | |
| VPU | March 31, 2025 | 447 | $73,089 | No longer tracked |
| SCHE | March 31, 2025 | 2,724 | $72,533 | No longer tracked |
| VTWO | March 31, 2025 | 803 | $71,738 | |
| CPB | March 31, 2025 | 1,692 | $70,861 | -40.6% |
| MO | March 31, 2025 | 1,350 | $70,592 | 11.2% |
| XLU | March 31, 2025 | 928 | $70,268 | No longer tracked |
| QCOM | March 31, 2025 | 451 | $69,241 | 4.8% |
| SPMD | March 31, 2025 | 1,261 | $68,983 | No longer tracked |
| MNST | March 31, 2025 | 1,270 | $66,751 | -18.7% |
| OMC | March 31, 2025 | 774 | $66,595 | 4.1% |
| NSC | March 31, 2025 | 280 | $65,716 | 46.9% |
| J | March 31, 2025 | 489 | $65,340 | 24.1% |
| ES | March 31, 2025 | 1,134 | $65,126 | 15.7% |
| SAP | March 31, 2025 | 262 | $64,507 | -19.7% |
| SCHO | March 31, 2025 | 2,670 | $64,245 | No longer tracked |
| MPC | March 31, 2025 | 460 | $64,170 | 149.0% |
| SHY | March 31, 2025 | 779 | $63,890 | |
| PCAR | March 31, 2025 | 614 | $63,868 | 34.4% |
| IGLB | March 31, 2025 | 1,284 | $63,420 | No longer tracked |
| ZTS | March 31, 2025 | 386 | $62,935 | -53.5% |
| SPTM | March 31, 2025 | 864 | $61,693 | No longer tracked |
| XLE | March 31, 2025 | 704 | $60,272 | No longer tracked |
| MGK | March 31, 2025 | 174 | $59,753 | No longer tracked |
| XYL | March 31, 2025 | 512 | $59,402 | -4.7% |
| VEEV | March 31, 2025 | 282 | $59,291 | 6.9% |
| ICLN | March 31, 2025 | 5,143 | $58,524 | |
| VAW | March 31, 2025 | 305 | $57,291 | No longer tracked |
| IDEV | March 31, 2025 | 884 | $56,969 | No longer tracked |
| VWO | March 31, 2025 | 1,282 | $56,450 | No longer tracked |
| AXP | March 31, 2025 | 190 | $56,390 | 24.6% |
| GTLS | March 31, 2025 | 293 | $55,836 | No longer tracked |
| SPSM | March 31, 2025 | 1,238 | $55,596 | No longer tracked |
| TM | March 31, 2025 | 285 | $55,464 | 12.0% |
| IWR | March 31, 2025 | 622 | $54,985 | No longer tracked |
| FBIN | March 31, 2025 | 800 | $54,664 | -25.9% |
| FNDA | March 31, 2025 | 1,828 | $54,292 | No longer tracked |
| SHM | March 31, 2025 | 1,145 | $54,262 | No longer tracked |
| SCHA | March 31, 2025 | 2,084 | $53,890 | No longer tracked |
| BIIB | March 31, 2025 | 350 | $53,522 | 57.6% |
| REGN | March 31, 2025 | 75 | $53,425 | 32.1% |
| SLB | March 31, 2025 | 1,392 | $53,369 | 28.7% |
| AGIO | March 31, 2025 | 1,606 | $52,773 | 15.3% |
| PFE | March 31, 2025 | 1,982 | $52,583 | 10.7% |
| IPAC | March 31, 2025 | 857 | $52,381 | No longer tracked |
| AMGN | March 31, 2025 | 200 | $52,128 | 40.0% |
| HAL | March 31, 2025 | 1,913 | $52,014 | 40.0% |
| GEV | March 31, 2025 | 158 | $51,971 | 217.8% |
| MOH | March 31, 2025 | 178 | $51,807 | -39.8% |
| COKE | March 31, 2025 | 41 | $51,660 | 38.7% |
| ACM | March 31, 2025 | 480 | $51,274 | -29.9% |
| HPQ | March 31, 2025 | 1,538 | $50,185 | 7.0% |
| F | March 31, 2025 | 4,980 | $49,303 | 43.1% |
| FDIS | March 31, 2025 | 500 | $48,730 | No longer tracked |
| BP | March 31, 2025 | 1,626 | $48,065 | 33.9% |
| HII | March 31, 2025 | 254 | $47,998 | 49.4% |
| LW | March 31, 2025 | 703 | $46,981 | 0.1% |
| IEMG | March 31, 2025 | 897 | $46,850 | No longer tracked |
| CHTR | March 31, 2025 | 131 | $44,903 | -60.0% |
| SPYD | March 31, 2025 | 1,035 | $44,763 | No longer tracked |
| GS | March 31, 2025 | 78 | $44,664 | 87.5% |
| IWM | March 31, 2025 | 201 | $44,482 | No longer tracked |
| OKTA | March 31, 2025 | 560 | $44,128 | 26.1% |
| KMI | March 31, 2025 | 1,607 | $44,032 | 10.6% |
| VRTX | March 31, 2025 | 108 | $43,492 | 12.8% |
| VDC | March 31, 2025 | 200 | $42,276 | No longer tracked |
| SPG | March 31, 2025 | 237 | $40,814 | 32.3% |
| IMO | March 31, 2025 | 662 | $40,779 | No longer tracked |
| RKLBXXXX | March 31, 2025 | 1,570 | $39,988 | No longer tracked |
| TOST | March 31, 2025 | 1,094 | $39,869 | 7.4% |
| VYM | March 31, 2025 | 307 | $39,170 | No longer tracked |
| WAB | March 31, 2025 | 205 | $38,866 | 62.8% |
| FCX | March 31, 2025 | 1,020 | $38,842 | 103.7% |
| CSX | March 31, 2025 | 1,200 | $38,724 | 74.9% |
| SPTS | March 31, 2025 | 1,315 | $38,145 | No longer tracked |
| VO | March 31, 2025 | 143 | $37,771 | No longer tracked |
| ADP | March 31, 2025 | 127 | $37,177 | -8.7% |
| WPC | March 31, 2025 | 673 | $36,665 | 13.6% |
| WSO | March 31, 2025 | 76 | $36,016 | -37.7% |
| COP | March 31, 2025 | 361 | $35,800 | 29.0% |
| PEG | March 31, 2025 | 419 | $35,419 | -9.8% |
| ABT | March 31, 2025 | 298 | $33,707 | -13.8% |
| MAR | March 31, 2025 | 120 | $33,473 | 49.9% |
| PHO | March 31, 2025 | 500 | $32,895 | |
| PRU | March 31, 2025 | 276 | $32,714 | 9.6% |
| BIP | March 31, 2025 | 999 | $31,758 | 31.8% |
| ITM | March 31, 2025 | 676 | $31,164 | No longer tracked |
| SPH | March 31, 2025 | 1,800 | $30,960 | -16.3% |
| WFCPRL | March 31, 2025 | 25 | $29,858 | No longer tracked |
| AMP | March 31, 2025 | 56 | $29,816 | 15.6% |
| HD | March 31, 2025 | 73 | $28,396 | -8.4% |
| CMCSA | March 31, 2025 | 753 | $28,260 | -28.3% |
| XCEM | March 31, 2025 | 950 | $28,115 | No longer tracked |
| CEG | March 31, 2025 | 121 | $27,069 | 35.2% |
| COIN | March 31, 2025 | 108 | $26,816 | 8.8% |
| CPNG | March 31, 2025 | 1,200 | $26,376 | -26.6% |
| XLRE | March 31, 2025 | 647 | $26,327 | No longer tracked |
| VHT | March 31, 2025 | 102 | $25,876 | No longer tracked |
| REMX | March 31, 2025 | 622 | $24,264 | No longer tracked |
| AMD | March 31, 2025 | 194 | $23,433 | 358.2% |
| VXF | March 31, 2025 | 123 | $23,388 | No longer tracked |
| INCO | March 31, 2025 | 356 | $22,952 | No longer tracked |
| CAH | March 31, 2025 | 194 | $22,944 | 67.4% |
| TMO | March 31, 2025 | 44 | $22,890 | 24.7% |
| CCI | March 31, 2025 | 250 | $22,690 | -27.1% |
| PHG | March 31, 2025 | 882 | $22,332 | 7.4% |
| C | March 31, 2025 | 307 | $21,634 | 85.7% |
| VV | March 31, 2025 | 80 | $21,576 | No longer tracked |
| D | March 31, 2025 | 400 | $21,544 | 20.5% |
| TDG | March 31, 2025 | 17 | $21,544 | -13.5% |
| IP | March 31, 2025 | 400 | $21,528 | -23.4% |
| FDX | March 31, 2025 | 75 | $21,100 | 35.1% |
| SDY | March 31, 2025 | 158 | $20,907 | No longer tracked |
| MDT | March 31, 2025 | 260 | $20,785 | 2.5% |
| GM | March 31, 2025 | 388 | $20,669 | 86.5% |
| RLAY | March 31, 2025 | 5,000 | $20,600 | 665.5% |
| DE | March 31, 2025 | 48 | $20,338 | 32.9% |
| DBA | March 31, 2025 | 761 | $20,224 | No longer tracked |
| CVS | March 31, 2025 | 450 | $20,201 | 38.1% |
| TGT | March 31, 2025 | 147 | $19,871 | 55.6% |
| DBC | March 31, 2025 | 918 | $19,621 | No longer tracked |
| EEM | March 31, 2025 | 457 | $19,118 | No longer tracked |
| MCO | March 31, 2025 | 40 | $18,935 | 7.3% |
| HXL | March 31, 2025 | 300 | $18,810 | 72.7% |
| ECL | March 31, 2025 | 80 | $18,746 | 10.8% |
| LOW | March 31, 2025 | 75 | $18,510 | -6.7% |
| ACAD | March 31, 2025 | 1,000 | $18,350 | 75.0% |
| IBB | March 31, 2025 | 135 | $17,866 | 67.1% |
| SBUX | March 31, 2025 | 195 | $17,794 | 5.7% |
| ABBV | March 31, 2025 | 100 | $17,770 | 25.9% |
| WTRG | March 31, 2025 | 482 | $17,506 | 2.4% |
| AEM | March 31, 2025 | 220 | $17,206 | 100.0% |
| PYPL | March 31, 2025 | 200 | $17,070 | -4.7% |
| MKSI | March 31, 2025 | 162 | $16,911 | 253.3% |
| IHDG | March 31, 2025 | 386 | $16,801 | No longer tracked |
| REZ | March 31, 2025 | 203 | $16,458 | No longer tracked |
| LEN | March 31, 2025 | 120 | $16,364 | -24.7% |
| CI | March 31, 2025 | 59 | $16,292 | -15.9% |
| BOX | March 31, 2025 | 500 | $15,800 | 5.7% |
| STT | March 31, 2025 | 158 | $15,547 | 108.0% |
| NU | March 31, 2025 | 1,485 | $15,385 | 41.5% |
| GSL | March 31, 2025 | 697 | $15,216 | 91.7% |
| LRCX | March 31, 2025 | 210 | $15,168 | 332.0% |
| DAC | March 31, 2025 | 189 | $15,133 | 92.7% |
| HACK | March 31, 2025 | 200 | $14,898 | No longer tracked |
| WAT | March 31, 2025 | 40 | $14,839 | 8.0% |
| IBIT | March 31, 2025 | 272 | $14,430 | |
| MKL | March 31, 2025 | 8 | $13,810 | -4.1% |
| DHR | March 31, 2025 | 60 | $13,773 | 4.4% |
| CCL | March 31, 2025 | 550 | $13,706 | 31.5% |
| ROP | March 31, 2025 | 26 | $13,516 | -31.3% |
| QS | March 31, 2025 | 2,598 | $13,482 | 44.1% |
| S | March 31, 2025 | 600 | $13,320 | 12.7% |
| BK | March 31, 2025 | 169 | $12,984 | No longer tracked |
| SEIC | March 31, 2025 | 152 | $12,537 | 40.4% |
| CNC | March 31, 2025 | 202 | $12,237 | 5.7% |
| CMI | March 31, 2025 | 35 | $12,201 | 91.1% |
| CRM | March 31, 2025 | 36 | $12,036 | -23.4% |
| MBC | March 31, 2025 | 800 | $11,688 | -30.2% |
| ARTY | March 31, 2025 | 314 | $11,641 | No longer tracked |
| PSX | March 31, 2025 | 100 | $11,393 | 96.8% |
| TSN | March 31, 2025 | 191 | $10,971 | -9.5% |
| PRM | March 31, 2025 | 829 | $10,595 | 209.9% |
| APT | March 31, 2025 | 2,000 | $10,580 | No longer tracked |
| BTZ | March 31, 2025 | 1,000 | $10,460 | -5.2% |
| VRSN | March 31, 2025 | 50 | $10,348 | 9.2% |
| WWD | March 31, 2025 | 60 | $9,985 | 88.9% |
| VSGX | March 31, 2025 | 175 | $9,923 | No longer tracked |
| FTGC | March 31, 2025 | 414 | $9,907 | |
| IAU | March 31, 2025 | 200 | $9,902 | No longer tracked |
| LMT | March 31, 2025 | 20 | $9,719 | 27.3% |
| FANG | March 31, 2025 | 59 | $9,666 | 32.3% |
| TXN | March 31, 2025 | 51 | $9,563 | 47.5% |
| USO | March 31, 2025 | 125 | $9,444 | No longer tracked |
| SOCL | March 31, 2025 | 223 | $9,429 | |
| CRL | March 31, 2025 | 51 | $9,415 | 92.8% |
| AMTM | March 31, 2025 | 434 | $9,127 | 14.9% |
| RQI | March 31, 2025 | 740 | $9,058 | -1.0% |
| UBER | March 31, 2025 | 150 | $9,048 | 7.3% |
| TROW | March 31, 2025 | 80 | $9,047 | 23.8% |
| GFS | March 31, 2025 | 210 | $9,011 | 28.6% |
| HSY | March 31, 2025 | 53 | $8,976 | 9.9% |
| SWKS | March 31, 2025 | 100 | $8,868 | 5.1% |
| PFFA | March 31, 2025 | 380 | $8,322 | No longer tracked |
| CROX | March 31, 2025 | 75 | $8,215 | 16.8% |
| TER | March 31, 2025 | 65 | $8,185 | 353.4% |
| SHW | March 31, 2025 | 24 | $8,158 | -0.3% |
| BIZD | March 31, 2025 | 480 | $7,982 | No longer tracked |
| NKE | March 31, 2025 | 104 | $7,870 | -36.1% |
| BTO | March 31, 2025 | 220 | $7,852 | 16.7% |
| ROBO | March 31, 2025 | 134 | $7,539 | No longer tracked |
| LPX | March 31, 2025 | 71 | $7,352 | -19.5% |
| IEP | March 31, 2025 | 831 | $7,205 | -25.6% |
| FINX | March 31, 2025 | 229 | $7,138 | |
| SCHW | March 31, 2025 | 96 | $7,105 | 42.0% |
| THR | March 31, 2025 | 246 | $7,077 | No longer tracked |
| WFC | March 31, 2025 | 99 | $6,954 | 17.9% |
| USA | March 31, 2025 | 1,000 | $6,950 | -8.8% |
| JPC | March 31, 2025 | 880 | $6,917 | -5.8% |
| EPD | March 31, 2025 | 220 | $6,899 | 12.7% |
| THQ | March 31, 2025 | 360 | $6,793 | -4.7% |
| GDX | March 31, 2025 | 200 | $6,782 | No longer tracked |
| SIRI | March 31, 2025 | 290 | $6,612 | 27.8% |
| KVUE | March 31, 2025 | 298 | $6,362 | -21.0% |
| UTG | March 31, 2025 | 200 | $6,338 | No longer tracked |
| DLTR | March 31, 2025 | 82 | $6,145 | 73.5% |
| UPS | March 31, 2025 | 48 | $6,053 | -6.1% |
| NERD | March 31, 2025 | 303 | $5,993 | No longer tracked |
| ARCC | March 31, 2025 | 270 | $5,910 | -10.6% |
| ARKG | March 31, 2025 | 250 | $5,886 | No longer tracked |
| APO | March 31, 2025 | 35 | $5,781 | -3.9% |
| VBR | March 31, 2025 | 28 | $5,549 | No longer tracked |
| VONV | March 31, 2025 | 66 | $5,363 | |
| CX | March 31, 2025 | 950 | $5,358 | 91.0% |
| UTF | March 31, 2025 | 220 | $5,289 | 6.6% |
| HFRO | March 31, 2025 | 1,000 | $5,190 | 37.5% |
| PTY | March 31, 2025 | 350 | $5,030 | -19.4% |
| WBD | March 31, 2025 | 474 | $5,010 | 164.9% |
| OBDC | March 31, 2025 | 330 | $4,990 | -23.0% |
| CCD | March 31, 2025 | 200 | $4,861 | 19.5% |
| AWP | March 31, 2025 | 1,250 | $4,825 | 1.8% |
| HQH | March 31, 2025 | 300 | $4,815 | 48.8% |
| CSWC | March 31, 2025 | 210 | $4,582 | 10.9% |
| PSQH | March 31, 2025 | 978 | $4,442 | 112.8% |
| USIG | March 31, 2025 | 86 | $4,324 | |
| SHOP | March 31, 2025 | 40 | $4,253 | 52.7% |
| RHP | March 31, 2025 | 40 | $4,174 | 40.5% |
| HOG | March 31, 2025 | 132 | $3,984 | 11.9% |
| LH | March 31, 2025 | 17 | $3,898 | 42.8% |
| MTX | March 31, 2025 | 51 | $3,887 | 12.9% |
| VONG | March 31, 2025 | 37 | $3,822 | |
| KHC | March 31, 2025 | 123 | $3,777 | -16.3% |
| INTU | March 31, 2025 | 6 | $3,771 | -41.3% |
| AMWL | March 31, 2025 | 500 | $3,625 | 47.3% |
| IDA | March 31, 2025 | 33 | $3,606 | 20.2% |
| ECC | March 31, 2025 | 400 | $3,552 | -53.4% |
| JBLU | March 31, 2025 | 450 | $3,537 | -0.6% |
| ASML | March 31, 2025 | 5 | $3,465 | 164.8% |
| BRSP | March 31, 2025 | 600 | $3,384 | -13.0% |
| PH | March 31, 2025 | 5 | $3,180 | 66.5% |
| FPI | March 31, 2025 | 270 | $3,179 | -9.6% |
| FXI | March 31, 2025 | 100 | $3,044 | No longer tracked |
| PUBM | March 31, 2025 | 200 | $2,938 | 76.0% |
| IVE | March 31, 2025 | 15 | $2,879 | No longer tracked |
| OXLCXXXX | March 31, 2025 | 550 | $2,789 | No longer tracked |
| AGNC | March 31, 2025 | 300 | $2,763 | 14.0% |
| SPYG | March 31, 2025 | 31 | $2,761 | No longer tracked |
| NFLX | March 31, 2025 | 3 | $2,674 | -91.5% |
| NLY | March 31, 2025 | 145 | $2,654 | 14.5% |
| VTRS | March 31, 2025 | 212 | $2,640 | 84.4% |
| SLYG | March 31, 2025 | 28 | $2,530 | No longer tracked |
| OXY | March 31, 2025 | 51 | $2,520 | 24.5% |
| SLYV | March 31, 2025 | 28 | $2,443 | No longer tracked |
| ALC | March 31, 2025 | 26 | $2,207 | -23.4% |
| AMR | March 31, 2025 | 11 | $2,201 | 69.0% |
| FLQM | March 31, 2025 | 39 | $2,142 | No longer tracked |
| NOW | March 31, 2025 | 2 | $2,120 | -18.6% |
| FELV | March 31, 2025 | 69 | $2,104 | No longer tracked |
| LAND | March 31, 2025 | 190 | $2,059 | -17.7% |
| BLK | March 31, 2025 | 2 | $2,050 | 22.2% |
| SPGI | March 31, 2025 | 4 | $1,992 | -14.7% |
| VIOG | March 31, 2025 | 17 | $1,982 | No longer tracked |
| SLDP | March 31, 2025 | 1,000 | $1,890 | 130.0% |
| BHVN | March 31, 2025 | 50 | $1,868 | -40.7% |
| MU | March 31, 2025 | 21 | $1,767 | 1033.2% |
| EMXC | March 31, 2025 | 30 | $1,664 | |
| INTC | March 31, 2025 | 83 | $1,664 | 304.8% |
| LC | March 31, 2025 | 100 | $1,619 | No longer tracked |
| IRBTQ | March 31, 2025 | 200 | $1,550 | No longer tracked |
| SNOW | March 31, 2025 | 10 | $1,544 | 116.1% |
| WELL | March 31, 2025 | 12 | $1,512 | 55.6% |
| PANW | March 31, 2025 | 8 | $1,456 | 101.6% |
| GEHC | March 31, 2025 | 18 | $1,408 | -8.2% |
| TLT | March 31, 2025 | 16 | $1,397 | |
| PLD | March 31, 2025 | 13 | $1,374 | 26.4% |
| RACE | March 31, 2025 | 3 | $1,275 | 1.0% |
| AGEN | March 31, 2025 | 457 | $1,252 | 418.9% |
| BA | March 31, 2025 | 7 | $1,239 | 25.8% |
| HLT | March 31, 2025 | 5 | $1,236 | 45.3% |
| ORLY | March 31, 2025 | 1 | $1,186 | -6.9% |
| ABNB | March 31, 2025 | 9 | $1,183 | 54.8% |
| VINP | March 31, 2025 | 100 | $1,007 | -6.1% |
| ACCO | March 31, 2025 | 188 | $987 | 0.7% |
| VDE | March 31, 2025 | 8 | $970 | No longer tracked |
| OGN | March 31, 2025 | 64 | $960 | -7.8% |
| TD | March 31, 2025 | 18 | $958 | 97.8% |
| ROST | March 31, 2025 | 6 | $908 | 86.5% |
| URI | March 31, 2025 | 1 | $704 | 76.6% |
| XLK | March 31, 2025 | 3 | $698 | No longer tracked |
| PATH | March 31, 2025 | 50 | $636 | 52.7% |
| SGOV | March 31, 2025 | 6 | $602 | 0.0% |
| VTHR | March 31, 2025 | 2 | $519 | |
| FLOT | March 31, 2025 | 9 | $458 | No longer tracked |
| CFLT | March 31, 2025 | 16 | $447 | No longer tracked |
| UAL | March 31, 2025 | 4 | $388 | 63.7% |
| AMRNXXXX | March 31, 2025 | 485 | $235 | No longer tracked |
| MJXXXX | March 31, 2025 | 100 | $224 | No longer tracked |
| SAN | March 31, 2025 | 40 | $182 | 118.3% |
| MSGS | March 31, 2025 | 1 | $163 | 103.7% |
| ZIMV | March 31, 2025 | 10 | $140 | No longer tracked |
| CRDL | March 31, 2025 | 85 | $109 | 95.9% |
| PLUG | March 31, 2025 | 50 | $107 | 68.0% |
| BOKF | March 31, 2025 | 1 | $106 | 34.9% |
| INO | March 31, 2025 | 20 | $37 | -24.8% |
| DCTH | March 31, 2025 | 1 | $12 | 31.1% |
| ACB | March 31, 2025 | 2 | $9 | -12.1% |
| CASIF | March 31, 2025 | 2 | $6 | No longer tracked |
| STEMXXXX | March 31, 2025 | 1 | $0 | No longer tracked |