Hedge Fund Database

MIRACLE MILE ADVISORS, LLC

Adviser information for MIRACLE MILE ADVISORS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 76
Investment Advisory/Research 41
Registered Broker-Dealer Representatives 2
Registered State Investment Advisers 41
Licensed Agents of an Insurance Company 6
No. of Firms/People that Solicit Clients 12

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 5,533 $4.9B
Non-Discretionary 0 $0
Total 5,533 $4.9B

Clients

Type Number RAUM
Individuals 1,380 $1.7B
HNW Individuals 245 $2.4B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 55 $83.1M
Charitable organizations 8 $92.4M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 120 $272.0M
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 78 $295.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 98
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 800

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees
Other Business Activities Insurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 1.2B
Portfolio Manager to Program Sponsor
MIRACLE MILE ADVISORS WRAP FEE PROGRAM MIRACLE MILE ADVISORS, LLC

Identifiers

SEC RIA File Number 801-74711
SEC ERA File Number 801-74711
SEC CIK Numbers 1585859
SEC CRD Numbers 143483
Legal Entity Identifier None

Principal Office

11300 WEST OLYMPIC BLVD
SUITE 800
LOS ANGELES
CA
United States
Monday - Friday, 7:30 A.M. - 5:00 P.M.
Tel: (310) 246-1243, Fax: (310) 246-1529

Websites

www.instagram.com/miraclemileadvisors/ www.miraclemileadvisors.com www.linkedin.com/company/miracle-mile-advisors www.youtube.com/@miraclemileadvisors

Chief Compliance Officer

MARLA WOOTON
11300 WEST OLYMPIC BLVD
SUITE 800
LOS ANGELES
CA
United States
Tel: (310) 246-1243
Fax: (310) 246-1529
(Full email address available in API data)

Regulatory Contact

BRUCE MILAM
CHIEF EXECUTIVE OFFICER
11300 WEST OLYMPIC BLVD
SUITE 800
LOS ANGELES
CA
United States
Tel: (310) 246-1243
Fax: (310) 246-1529
(Full email address available in API data)

Industry Affiliates

JEFFREY ADAM JACOBS Accountant or accounting firm
LAWRENCE ROSS GOODFRIEND Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WOOTON, MARLA, JEAN Individual – CHIEF COMPLIANCE OFFICER 01/2020 < 5%
MIRACLE MILE ADVISOR HOLDINGS LLC Domestic Entity – MANAGING MEMBER 11/2020 > 75%
ROLPH, DUNCAN, EARL Individual ANGELS MANAGEMENT LLC MANAGING MEMBER 09/2022 25-50%
Granski, Matthew, Edmund Individual – CHIEF OPERATING OFFICER 06/2023 < 5%
ROLPH, DUNCAN, EARL Individual – MANAGING PARTNER 01/2012 < 5%
MOSELEY, BROCK, EVAN Individual – MANAGING PARTNER 01/2012 < 5%
ANGELS INTERMEDIATE LLC Domestic Entity MIRACLE MILE ADVISOR HOLDINGS LLC HOLDING COMPANY 09/2022 > 75%
ANGELS HOLDINGS LLC Domestic Entity ANGELS INTERMEDIATE LLC HOLDING COMPANY 09/2022 > 75%
ANGELS MANAGEMENT LLC Domestic Entity ANGELS HOLDINGS LLC MANAGING MEMBER 09/2022 25-50%
CORSAIR VI CAPITAL PARTNERS AIV L.P. Domestic Entity ANGELS HOLDINGS LLC MANAGING MEMBER 09/2022 25-50%
CORSAIR VI CAPITAL PARTNERS INVESTORS, LLC Domestic Entity CORSAIR VI CAPITAL PARTNERS AIV L.P. GENERAL PARTNER 09/2022 25-50%
KARP FAMILY HOLDINGS CORPORATION Domestic Entity ANGELS MANAGEMENT LLC MANAGING MEMBER 09/2022 25-50%
KARP, PETER, CHRISTOPHER Individual KARP FAMILY HOLDINGS CORPORATION OWNER 05/2004 > 75%
KARP FAMILY TRUST U/A 6/27/2006 Domestic Entity KARP FAMILY HOLDINGS CORPORATION OWNER 05/2004 50-75%
KARP, PETER, CHRISTOPHER Individual – PARTNER 09/2022 < 5%
KARP, PETER, CHRISTOPHER Individual KARP FAMILY TRUST U/A 6/27/2006 TRUSTEE 06/2006
KARP, LEAH, FARESH Individual KARP FAMILY TRUST U/A 6/27/2006 TRUSTEE 06/2006
MILAM, BRUCE, WAYNE Individual – CHIEF EXECUTIVE OFFICER 06/2023 < 5%

No. Employees, Historic

80400201920202021202220232024202529 on 12/9/201929 on 12/9/201929 on 2/10/202020 on 3/23/202020 on 6/23/202020 on 9/17/202020 on 12/7/202020 on 1/7/202133 on 3/4/202135 on 8/20/202135 on 11/18/202135 on 11/29/202149 on 3/18/202249 on 4/27/202249 on 8/22/202268 on 3/28/202368 on 4/27/202368 on 7/5/202368 on 9/5/202368 on 9/20/202368 on 11/14/202368 on 11/22/202368 on 11/22/202368 on 2/9/202476 on 3/28/2024

RAUM, Historic

5B3B020192020202120222023202420251399690508 on 12/9/20191399690508 on 12/9/20191399690508 on 2/10/20201475561624 on 3/23/20201475561624 on 6/23/20201475561624 on 9/17/20201475561624 on 12/7/20201475561624 on 1/7/20212012823371 on 3/4/20212012823371 on 8/20/20212012823371 on 11/18/20212012823371 on 11/29/20213067347198 on 3/18/20223067347198 on 4/27/20223067347198 on 8/22/20224130634134 on 3/28/20234130634134 on 4/27/20234130634134 on 7/5/20234130634134 on 9/5/20234130634134 on 9/20/20234130634134 on 11/14/20234130634134 on 11/22/20234130634134 on 11/22/20234130634134 on 2/9/20244895699621 on 3/28/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025491 on 12/9/2019491 on 12/9/2019491 on 2/10/2020569 on 3/23/2020569 on 6/23/2020569 on 9/17/2020569 on 12/7/2020569 on 1/7/2021701 on 3/4/2021701 on 8/20/2021701 on 11/18/2021701 on 11/29/20211455 on 3/18/20221455 on 4/27/20221455 on 8/22/20221797 on 3/28/20231797 on 4/27/20231797 on 7/5/20231797 on 9/5/20231797 on 9/20/20231797 on 11/14/20231797 on 11/22/20231797 on 11/22/20231797 on 2/9/20241886 on 3/28/2024

Holdings

From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
23ANDME HOLDING CO CLASS A COM 8K 20K –
3-D SYS CORP DEL COM NEW 81K 26K –
ABBOTT LABS COM 1M 10K –
ABBVIE INC COM 5M 30K –
ACCENTURE PLC IRELAND SHS CLASS A 10M 34K –
ACCOLADE INC COM 206K 57K –
ADAM NAT RES FD INC COM 338K 14K –
ADC THERAPEUTICS SA SHS 267K 84K –
ADOBE INC COM 790K 1K –
ADVANCED MICRO DEVICES INC COM 5M 29K –
AFLAC INC COM 459K 5K –
AGNC INVT CORP COM 136K 14K –
AIR PRODS & CHEMS INC COM 316K 1K –
AIRBNB INC COM CL A 1M 9K –
ALBEMARLE CORP COM 244K 3K –
ALIBABA GROUP HLDG LTD SPONSORED ADS 850K 12K –
ALLSTATE CORP COM 510K 3K –
ALPHABET INC CAP STK CL C 35M 192K –
ALPHABET INC CAP STK CL A 19M 105K –
ALTIMMUNE INC COM NEW 113K 17K –
AMAZON COM INC COM 40M 209K –
AMEREN CORP COM 234K 3K –
AMERICAN INTL GROUP INC COM NEW 255K 3K –
AMERICAN TOWER CORP NEW COM 754K 4K –
AMERICAN WTR WKS CO INC NEW COM 350K 3K –
AMERIPRISE FINL INC COM 299K 701 –
AMETEK INC COM 1M 7K –
AMGEN INC COM 2M 5K –
ANALOG DEVICES INC COM 774K 3K –
AON PLC SHS CL A 734K 3K –
APOLLO GLOBAL MGMT INC COM 1M 9K –
APPLE INC COM 110M 524K –
APPLIED MATLS INC COM 2M 10K –
ARES CAPITAL CORP COM 258K 12K –
ARES DYNAMIC CR ALLOCATION F COM 521K 35K –
ASML HOLDING N V N Y REGISTRY SHS 349K 341 –
ASTRAZENECA PLC SPONSORED ADR 649K 8K –
AT&T INC COM 671K 35K –
AUTOMATIC DATA PROCESSING IN COM 462K 2K –
BAIDU INC SPON ADR REP A 216K 2K –
BANK AMERICA CORP COM 713K 18K –
BECTON DICKINSON & CO COM 306K 1K –
BERKSHIRE HATHAWAY INC DEL CL A 612K 1 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 9M 22K –
BLACKROCK INC COM 415K 527 –
BLACKSTONE INC COM 4M 29K –
BLINK CHARGING CO COM 44K 16K –
BLOCK INC CL A 602K 9K –
BLUE OWL CAPITAL INC COM CL A 209K 12K –
BOEING CO COM 3M 19K –
BOOKING HOLDINGS INC COM 475K 120 –
BOOZ ALLEN HAMILTON HLDG COR CL A 268K 2K –
BOSTON SCIENTIFIC CORP COM 389K 5K –
BRIGHTSPRING HEALTH SVCS INC COM 267K 24K –
BRISTOL-MYERS SQUIBB CO COM 4M 108K –
BROADCOM INC COM 8M 5K –
BROADRIDGE FINL SOLUTIONS IN COM 220K 1K –
BROWN FORMAN CORP CL B 218K 5K –
BWX TECHNOLOGIES INC COM 2M 18K –
CADENCE DESIGN SYSTEM INC COM 1M 5K –
CAMECO CORP COM 411K 8K –
CATERPILLAR INC COM 1M 4K –
CAVA GROUP INC COM 735K 8K –
CHARGEPOINT HOLDINGS INC COM CL A 17K 11K –
CHECK POINT SOFTWARE TECH LT ORD 398K 2K –
CHEVRON CORP NEW COM 4M 26K –
CHIPOTLE MEXICAN GRILL INC COM 498K 8K –
CHROMADEX CORP COM NEW 27K 10K –
CHURCH & DWIGHT CO INC COM 337K 3K –
CISCO SYS INC COM 519K 11K –
CITIGROUP INC COM NEW 2M 35K –
CLEARWATER PAPER CORP COM 447K 9K –
CLOUDFLARE INC CL A COM 330K 4K –
CME GROUP INC COM 635K 3K –
COCA COLA CO COM 552K 9K –
COINBASE GLOBAL INC COM CL A 260K 1K –
COLGATE PALMOLIVE CO COM 311K 3K –
COMCAST CORP NEW CL A 297K 8K –
CONAGRA BRANDS INC COM 1M 39K –
CONOCOPHILLIPS COM 3M 26K –
CONSTELLATION ENERGY CORP COM 2M 8K –
COPA HOLDINGS SA CL A 395K 4K –
COPART INC COM 274K 5K –
CORNING INC COM 547K 14K –
CORTEVA INC COM 623K 12K –
COSTCO WHSL CORP NEW COM 4M 5K –
CRISPR THERAPEUTICS AG NAMEN AKT 273K 5K –
CROWDSTRIKE HLDGS INC CL A 652K 2K –
CSX CORP COM 3M 104K –
CVS HEALTH CORP COM 926K 16K –
D R HORTON INC COM 974K 7K –
DBX ETF TR XTRACK MSCI EAFE 2M 50K –
DBX ETF TR XTRACK USD HIGH 249K 7K –
DEERE & CO COM 1M 4K –
DELL TECHNOLOGIES INC CL C 2M 13K –
DIAGEO PLC SPON ADR NEW 4M 31K –
DIAMONDBACK ENERGY INC COM 1M 5K –
DIMENSIONAL ETF TRUST US EQUITY ETF 550K 9K –
DIMENSIONAL ETF TRUST US TARGETED VLU 397K 8K –
DISCOVER FINL SVCS COM 259K 2K –
DISNEY WALT CO COM 3M 34K –
DNP SELECT INCOME FD INC COM 178K 22K –
DOMINION ENERGY INC COM 853K 17K –
DOW INC COM 906K 17K –
DRAFTKINGS INC NEW COM CL A 316K 8K –
DUPONT DE NEMOURS INC COM 1M 13K –
EASTMAN CHEM CO COM 266K 3K –
EATON CORP PLC SHS 2M 5K –
EBAY INC. COM 1M 22K –
ECOLAB INC COM 1M 5K –
EDAP TMS S A SPONSORED ADR 101K 19K –
EDWARDS LIFESCIENCES CORP COM 981K 11K –
ELANCO ANIMAL HEALTH INC COM 344K 24K –
ELEVANCE HEALTH INC COM 751K 1K –
ELI LILLY & CO COM 6M 6K –
EMERSON ELEC CO COM 2M 20K –
ENCOMPASS HEALTH CORP COM 317K 4K –
EOG RES INC COM 791K 6K –
EQUINIX INC COM 7M 9K –
ESSEX PPTY TR INC COM 4M 14K –
EXLSERVICE HOLDINGS INC COM 612K 20K –
EXXON MOBIL CORP COM 3M 25K –
FACTSET RESH SYS INC COM 408K 1K –
FAIR ISAAC CORP COM 325K 218 –
FEDEX CORP COM 6M 20K –
FERRARI N V COM 2M 4K –
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 956K 14K –
FIRST MAJESTIC SILVER CORP COM 89K 15K –
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 1M 59K –
FIRST TR EXCH TRADED FD III INSTL PFD SECS 3M 165K –
FIRST TR EXCH TRADED FD III CALIF MUN INCM 85M 2M –
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 17M 718K –
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 668K 16K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 668K 9K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 25M 491K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 10M 199K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 1M 35K –
FISERV INC COM 1M 8K –
FLOWSERVE CORP COM 210K 4K –
FORD MTR CO DEL COM 309K 25K –
FORGE GLOBAL HOLDINGS INC COM 58K 40K –
FORTUNA MNG CORP COM NEW 73K 15K –
GALLAGHER ARTHUR J & CO COM 1M 5K –
GARTNER INC COM 213K 475 –
GE AEROSPACE COM NEW 380K 2K –
GE VERNOVA INC COM 467K 3K –
GENELUX CORPORATION COM 59K 30K –
GENERAL DYNAMICS CORP COM 570K 2K –
GILEAD SCIENCES INC COM 538K 8K –
GLOBAL X FDS RBTCS ARTFL INTE 244K 8K –
GOLDMAN SACHS ETF TR ACCES TREASURY 225M 2M –
GOLDMAN SACHS ETF TR ACTIVEBETA US 868K 14K –
GOLDMAN SACHS GROUP INC COM 2M 5K –
GRAB HOLDINGS LIMITED CLASS A ORD 37K 10K –
GRAINGER W W INC COM 314K 348 –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 255K 5K –
GSK PLC SPONSORED ADR 397K 10K –
HALOZYME THERAPEUTICS INC COM 228K 4K –
HESS CORP COM 369K 3K –
HOME DEPOT INC COM 7M 21K –
HONEYWELL INTL INC COM 2M 70K –
HSBC HLDGS PLC SPON ADR NEW 1M 25K –
ILLINOIS TOOL WKS INC COM 590K 2K –
INDIA FD INC COM 258K 14K –
INNOVATOR ETFS TRUST INTRNL DEV APRL 20M 748K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 1M 38K –
INNOVATOR ETFS TRUST US EQTY ULTRA B 305K 9K –
INNOVATOR ETFS TRUST INTRNL DEV JULY 338K 12K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 5M 136K –
INNOVATOR ETFS TRUST US EQT PWR BUF 22M 626K –
INNOVATOR ETFS TRUST DEFINED WLT SHLD 1M 45K –
INTEL CORP COM 5M 163K –
INTERNATIONAL BUSINESS MACHS COM 284K 2K –
INTUIT COM 2M 4K –
INTUITIVE SURGICAL INC COM NEW 746K 2K –
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 1M 74K –
INVESCO EXCH TRADED FD TR II CALIF AMT MUN 52M 2M –
INVESCO EXCH TRADED FD TR II S&P GBL WATER 415K 8K –
INVESCO EXCH TRADED FD TR II NY AMT FRE MUN 7M 321K –
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 15M 639K –
INVESCO EXCH TRADED FD TR II KBW BK ETF 387K 7K –
INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 687K 16K –
INVESCO EXCH TRADED FD TR II SR LN ETF 11M 499K –
INVESCO EXCH TRADED FD TR II SHORT TERM TREAS 13M 125K –
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 60M 582K –
INVESCO EXCHANGE TRADED FD T WATER RES ETF 1M 17K –
INVESCO QQQ TR UNIT SER 1 189M 394K –
IRON MTN INC DEL COM 277K 3K –
ISHARES INC MSCI CDA ETF 1M 28K –
ISHARES INC CORE MSCI EMKT 8M 158K –
ISHARES INC MSCI EMRG CHN 85M 1M –
ISHARES INC MSCI JPN ETF NEW 42M 611K –
ISHARES SILVER TR ISHARES 308K 12K –
ISHARES TR S&P 100 ETF 1M 5K –
ISHARES TR CORE S&P TTL STK 3M 29K –
ISHARES TR SELECT DIVID ETF 3M 24K –
ISHARES TR TIPS BD ETF 5M 45K –
ISHARES TR CORE S&P500 ETF 49M 89K –
ISHARES TR CORE US AGGBD ET 22M 224K –
ISHARES TR MSCI EMG MKT ETF 2M 40K –
ISHARES TR IBOXX INV CP ETF 38M 353K –
ISHARES TR GLOBAL TECH ETF 736K 9K –
ISHARES TR S&P 500 GRWT ETF 21M 226K –
ISHARES TR S&P 500 VAL ETF 119M 652K –
ISHARES TR 1 3 YR TREAS BD 392K 5K –
ISHARES TR MSCI EAFE ETF 21M 268K –
ISHARES TR RUS MDCP VAL ETF 298K 2K –
ISHARES TR RUS MD CP GR ETF 1M 9K –
ISHARES TR RUS MID CAP ETF 78M 965K –
ISHARES TR CORE S&P MCP ETF 4M 75K –
ISHARES TR EXPANDED TECH 854K 10K –
ISHARES TR ISHARES SEMICDTR 2M 10K –
ISHARES TR EXPND TEC SC ETF 920K 10K –
ISHARES TR ISHARES BIOTECH 2M 18K –
ISHARES TR RUS 1000 VAL ETF 644K 4K –
ISHARES TR RUS 1000 GRW ETF 5M 13K –
ISHARES TR RUS 2000 VAL ETF 1M 7K –
ISHARES TR RUSSELL 2000 ETF 1M 7K –
ISHARES TR S&P MC 400VL ETF 1M 12K –
ISHARES TR U.S. REAL ES ETF 251K 3K –
ISHARES TR CORE S&P SCP ETF 1M 10K –
ISHARES TR 3YRTB ETF 9M 132K –
ISHARES TR SHRT NAT MUN ETF 50M 480K –
ISHARES TR MRGSTR MD CP ETF 958K 14K –
ISHARES TR EAFE SML CP ETF 3M 43K –
ISHARES TR NEW YORK MUN ETF 13M 250K –
ISHARES TR CALIF MUN BD ETF 8M 137K –
ISHARES TR NATIONAL MUN ETF 4M 33K –
ISHARES TR INTL SEL DIV ETF 896K 32K –
ISHARES TR CRE U S REIT ETF 1M 25K –
ISHARES TR MSCI KLD400 SOC 9M 82K –
ISHARES TR MBS ETF 125M 1M –
ISHARES TR USD INV GRDE ETF 670K 13K –
ISHARES TR ISHS 1-5YR INVS 2M 31K –
ISHARES TR SHORT TREAS BD 3M 25K –
ISHARES TR US AER DEF ETF 316K 2K –
ISHARES TR MSCI USA ESG SLC 3M 23K –
ISHARES TR U.S. MED DVC ETF 2M 34K –
ISHARES TR EAFE VALUE ETF 82M 2M –
ISHARES TR AGGRES ALLOC ETF 940K 13K –
ISHARES TR US TREAS BD ETF 207K 9K –
ISHARES TR A RATE CP BD ETF 71M 2M –
ISHARES TR MSCI INDIA ETF 3M 60K –
ISHARES TR FLTG RATE NT ETF 4M 87K –
ISHARES TR MSCI EAFE MIN VL 1M 19K –
ISHARES TR MSCI USA MIN VOL 3M 30K –
ISHARES TR 0-5 YR TIPS ETF 23M 233K –
ISHARES TR MSCI USA QLT FCT 207M 1M –
ISHARES TR MSCI USA MMENTM 384K 2K –
ISHARES TR CORE MSCI TOTAL 24M 354K –
ISHARES TR CORE MSCI EAFE 36M 496K –
ISHARES TR CORE 1 5 YR USD 5M 109K –
ISHARES TR 0-5YR HI YL CP 22M 522K –
ISHARES TR MSCI LW CRB TG 725K 4K –
ISHARES TR CORE TOTAL USD 23M 513K –
ISHARES TR BLACKROCK ULTRA 753K 15K –
ISHARES TR IBONDS DEC24 ETF 335K 13K –
ISHARES TR ESG AWRE USD ETF 3M 119K –
ISHARES TR ESG AWR MSCI USA 7M 62K –
ISHARES TR ESG AW MSCI EAFE 1M 17K –
ISHARES TR ESG AWARE MSCI 1M 28K –
ISHARES TR IBONDS 27 ETF 42M 2M –
ISHARES TR 0-3 MNTH TREASRY 2M 24K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 8M 159K –
JOHNSON & JOHNSON COM 9M 64K –
JOHNSON CTLS INTL PLC SHS 1M 17K –
JPMORGAN CHASE & CO. COM 13M 64K –
KLA CORP COM NEW 272K 330 –
LAM RESEARCH CORP COM 2M 2K –
LENDINGCLUB CORP COM NEW 187K 22K –
LINDE PLC SHS 3M 8K –
LITMAN GREGORY FDS TR IMGP DBI MANAGED 36M 1M –
LOCKHEED MARTIN CORP COM 670K 1K –
LOUISIANA PAC CORP COM 929K 11K –
LOWES COS INC COM 1M 5K –
LULULEMON ATHLETICA INC COM 284K 952 –
LYFT INC CL A COM 163K 12K –
MANCHESTER UTD PLC NEW ORD CL A 236K 15K –
MARATHON OIL CORP COM 677K 24K –
MARRIOTT INTL INC NEW CL A 665K 3K –
MARSH & MCLENNAN COS INC COM 3M 14K –
MARVELL TECHNOLOGY INC COM 2M 24K –
MASTERCARD INCORPORATED CL A 3M 7K –
MATTEL INC COM 176K 11K –
MCDONALDS CORP COM 13M 51K –
MCKESSON CORP COM 510K 874 –
MEDTRONIC PLC SHS 2M 28K –
MERCK & CO INC COM 10M 78K –
META PLATFORMS INC CL A 19M 37K –
MFA FINL INC COM 508K 48K –
MICROSOFT CORP COM 135M 302K –
MODERNA INC COM 219K 2K –
MONDELEZ INTL INC CL A 327K 5K –
MOODYS CORP COM 2M 4K –
MORGAN STANLEY COM NEW 721K 7K –
MOSAIC CO NEW COM 461K 16K –
MOTOROLA SOLUTIONS INC COM NEW 489K 1K –
MP MATERIALS CORP COM CL A 180K 14K –
NCR ATLEOS CORPORATION COM SHS 438K 16K –
NCR VOYIX CORPORATION COM 400K 32K –
NETFLIX INC COM 5M 7K –
NEW PAC METALS CORP COM 24K 16K –
NEXTERA ENERGY INC COM 871K 12K –
NIKE INC CL B 4M 58K –
NORFOLK SOUTHN CORP COM 280K 1K –
NOVO-NORDISK A S ADR 788K 6K –
NSTS BANCORP INC COM 140K 15K –
NUSHARES ETF TR NUVEEN ESG US 5M 207K –
NUVEEN CALIFORNIA MUNI VLU F COM STK 217K 25K –
NVIDIA CORPORATION COM 50M 406K –
OIL DRI CORP AMER COM 897K 14K –
OKTA INC CL A 380K 4K –
ORACLE CORP COM 2M 15K –
OREILLY AUTOMOTIVE INC COM 529K 501 –
PALANTIR TECHNOLOGIES INC CL A 380K 15K –
PALO ALTO NETWORKS INC COM 2M 5K –
PARKER-HANNIFIN CORP COM 2M 4K –
PAYCHEX INC COM 665K 6K –
PAYCOM SOFTWARE INC COM 281K 2K –
PAYPAL HLDGS INC COM 684K 12K –
PENTAIR PLC SHS 978K 13K –
PEPSICO INC COM 2M 12K –
PFIZER INC COM 5M 196K –
PHILIP MORRIS INTL INC COM 209K 2K –
PHILLIPS 66 COM 3M 23K –
PIMCO ETF TR INTER MUN BD ACT 459K 9K –
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 254K 14K –
PLUG POWER INC COM NEW 29K 13K –
POOL CORP COM 923K 3K –
POTLATCHDELTIC CORPORATION COM 932K 24K –
PRECIGEN INC COM 21K 13K –
PRICE T ROWE GROUP INC COM 275K 2K –
PROCTER AND GAMBLE CO COM 11M 64K –
PROLOGIS INC. COM 2M 15K –
PROSHARES TR PSHS ULTRA QQQ 5M 48K –
PURE STORAGE INC CL A 488K 8K –
QUALCOMM INC COM 3M 14K –
QUALYS INC COM 221K 2K –
RADNET INC COM 311K 5K –
REALTY INCOME CORP COM 1M 20K –
REAVES UTIL INCOME FD COM SH BEN INT 219K 8K –
REGENERON PHARMACEUTICALS COM 2M 2K –
REPUBLIC SVCS INC COM 259K 1K –
RETAIL OPPORTUNITY INVTS COR COM 139K 11K –
REVOLVE GROUP INC CL A 1M 71K –
RH COM 220K 900 –
ROPER TECHNOLOGIES INC COM 1M 2K –
ROYCE SMALL CAP TRUST INC COM 947K 65K –
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SALESFORCE INC COM 5M 20K –
SANGAMO THERAPEUTICS INC COM 15K 41K –
SCHLUMBERGER LTD COM STK 4M 90K –
SCHWAB CHARLES CORP COM 2M 30K –
SCHWAB STRATEGIC TR US BRD MKT ETF 1M 17K –
SCHWAB STRATEGIC TR US LRG CAP ETF 501K 8K –
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SCHWAB STRATEGIC TR US LCAP VA ETF 2M 25K –
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SCHWAB STRATEGIC TR FUNDAMENTAL INTL 1M 31K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 741K 21K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 7M 86K –
SCHWAB STRATEGIC TR INTL EQTY ETF 95M 2M –
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SELECT SECTOR SPDR TR SBI HEALTHCARE 48M 331K –
SELECT SECTOR SPDR TR SBI CONS STPLS 321K 4K –
SELECT SECTOR SPDR TR ENERGY 32M 350K –
SELECT SECTOR SPDR TR FINANCIAL 211K 5K –
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SPDR INDEX SHS FDS S&P EM MKT DIV 283K 8K –
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SPDR S&P 500 ETF TR TR UNIT 13M 25K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 17M 32K –
SPDR SER TR S&P 600 SMCP VAL 1M 15K –
SPDR SER TR PRTFLO S&P500 GW 1M 16K –
SPDR SER TR S&P REGL BKG 210K 4K –
SPDR SER TR S&P DIVID ETF 8M 61K –
SPDR SER TR S&P 400 MDCP GRW 2M 24K –
SPDR SER TR BLOOMBERG INVT 252K 8K –
SPDR SER TR S&P OILGAS EXP 4M 25K –
SPDR SER TR BLOOMBERG 1-3 MO 43M 470K –
SPDR SER TR SSGA US LRG ETF 3M 17K –
SPDR SER TR SSGA US SMAL ETF 348K 3K –
SSGA ACTIVE ETF TR MULT ASS RLRTN 11M 392K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 3M 66K –
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STRATASYS LTD SHS 128K 15K –
STRYKER CORPORATION COM 304K 894 –
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T ROWE PRICE ETF INC CAP APPRECIATION 5M 160K –
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TARGET CORP COM 231K 2K –
TE CONNECTIVITY LTD SHS 2M 13K –
TEGNA INC COM 324K 23K –
TERADATA CORP DEL COM 353K 10K –
TERAWULF INC COM 49K 11K –
TEREX CORP NEW COM 2M 30K –
TESLA INC COM 5M 26K –
TEXAS INSTRS INC COM 2M 9K –
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TJX COS INC NEW COM 1M 12K –
TOAST INC CL A 283K 11K –
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UNITED PARCEL SERVICE INC CL B 6M 44K –
UNITED RENTALS INC COM 205K 317 –
UNITED SEC BANCSHARES CALIF COM 94K 13K –
UNITEDHEALTH GROUP INC COM 12M 23K –
UPSTART HLDGS INC COM 954K 40K –
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URBAN OUTFITTERS INC COM 589K 14K –
US BANCORP DEL COM NEW 280K 7K –
VALERO ENERGY CORP COM 382K 2K –
VANECK ETF TRUST INFLATION ALLOCA 9M 324K –
VANECK ETF TRUST VANECK SHRT MUNI 275K 16K –
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 12M 36K –
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 9M 50K –
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 1M 18K –
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 1M 13K –
VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 2M 24K –
VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 6M 57K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 176M 2M –
VANGUARD INDEX FDS S&P 500 ETF SHS 51M 101K –
VANGUARD INDEX FDS MCAP VL IDXVIP 3M 22K –
VANGUARD INDEX FDS MCAP GR IDXVIP 1M 6K –
VANGUARD INDEX FDS SM CP VAL ETF 2M 12K –
VANGUARD INDEX FDS MID CAP ETF 4M 15K –
VANGUARD INDEX FDS EXTEND MKT ETF 5M 30K –
VANGUARD INDEX FDS GROWTH ETF 4M 11K –
VANGUARD INDEX FDS VALUE ETF 18M 114K –
VANGUARD INDEX FDS SMALL CP ETF 52M 237K –
VANGUARD INDEX FDS TOTAL STK MKT 69M 258K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 623K 5K –
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 236K 3K –
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 987K 15K –
VANGUARD MALVERN FDS STRM INFPROIDX 449K 9K –
VANGUARD MUN BD FDS TAX EXEMPT BD 3M 52K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 4M 55K –
VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 962K 7K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 984K 17K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 8M 175K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 19M 235K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 14M 77K –
VANGUARD STAR FDS VG TL INTL STK F 5M 87K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 55M 1M –
VANGUARD WHITEHALL FDS HIGH DIV YLD 13M 106K –
VANGUARD WHITEHALL FDS INTL HIGH ETF 245K 4K –
VANGUARD WHITEHALL FDS INTL DVD ETF 3M 36K –
VANGUARD WORLD FD ESG US STK ETF 2M 16K –
VANGUARD WORLD FD ENERGY ETF 782K 6K –
VANGUARD WORLD FD INF TECH ETF 2M 3K –
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VERRICA PHARMACEUTICALS INC COM 612K 84K –
VERTEX ENERGY INC COM 14K 15K –
VERTEX PHARMACEUTICALS INC COM 2M 5K –
VICTORY PORTFOLIOS II SHARES FREE CASH 82M 3M –
VISA INC COM CL A 7M 25K –
WABTEC COM 2M 15K –
WALGREENS BOOTS ALLIANCE INC COM 125K 10K –
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WISDOMTREE TR EMER MKT HIGH FD 14M 329K –
WISDOMTREE TR INDIA ERNGS FD 46M 946K –
WISDOMTREE TR US MIDCAP DIVID 1M 25K –
WISDOMTREE TR US SMALLCAP DIVD 900K 29K –
WISDOMTREE TR DYNAMIC INT EQ 603K 18K –
WISDOMTREE TR FLOATNG RAT TREA 725K 14K –
WOORI FINL GROUP INC SPONSORED ADS 329K 10K –
WORLD GOLD TR SPDR GLD MINIS 33M 713K –
WYNN RESORTS LTD COM 224K 3K –
XYLEM INC COM 1M 8K –