Fund HoldingsOPPENHEIMER & CO INC

Total Portfolio Value
$9.37B
Total Bought
$1.68B
Total Sold
$1.16B
Net Transaction
+$514.04M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
0630,717+630,717057,7990.62%+57,799
MARVELL TECHNOLOGY INC(MRVL)341,725280,433-61,29233,84883,5380.89%+49,690
APPLE INC(AAPL)1,107,1791,132,169+24,990280,991327,6043.50%+46,613
ADVANCED MICRO DEVICES INC(AMD)111,409114,779+3,37022,66466,6760.71%+44,012
MICRON TECHNOLOGY INC(MU)048,520+48,520056,0060.60%+56,006
NVIDIA CORPORATION(NVDA)01,252,314+1,252,3140250,5762.68%+250,576
ALPHABET INC(GOOG)0454,292+454,2920162,3501.73%+162,350
ALPHABET INC(GOOG)0460,159+460,1590162,5881.74%+162,588
ISHARES TR0328,932+328,932033,1140.35%+33,114
CORNING INC(GLW)218,085236,738+18,65329,65360,4700.65%+30,817
AMAZON COM INC(AMZN)783,132806,999+23,867163,103192,3402.05%+29,237
ELI LILLY & CO(LLY)078,682+78,682094,3741.01%+94,374
CATERPILLAR INC(CAT)71,56671,470-9650,70276,1080.81%+25,407
INVESCO QQQ TR135,725136,940+1,21578,338100,8431.08%+22,505
BROADCOM INC(AVGO)0309,875+309,8750117,0551.25%+117,055
ISHARES TR070,842+70,842045,3930.48%+45,393
WISDOMTREE TR(WT)0211,755+211,755021,5400.23%+21,540
PALO ALTO NETWORKS INC(PANW)0119,037+119,037040,5940.43%+40,594
TAIWAN SEMICONDUCTOR MANUFAC(TSM)126,044128,423+2,37942,59761,3310.65%+18,734
SELECT SECTOR SPDR TR
ST STR TECHN ETF
093,456+93,456017,8050.19%+17,805
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0481,156+481,156017,5770.19%+17,577
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
0364,052+364,052017,1830.18%+17,183
STATE STR SPDR S&P 500 ETF T(SPY)0126,855+126,855094,7321.01%+94,732
QUANTA SVCS INC102,510100,263-2,24756,28072,1930.77%+15,913
ISHARES U S ETF TR
SHOR DURA BD ETF
0312,941+312,941015,8540.17%+15,854
LISTED FDS TR
ROUN MA SEVE ETF
0240,284+240,284015,4500.16%+15,450
ISHARES TR0658,202+658,202081,7290.87%+81,729
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0290,115+290,115014,2970.15%+14,297
SPDR SERIES TRUST
ST STR CONV ETF
0129,764+129,764013,9910.15%+13,991
JPMORGAN CHASE & CO(JPM)0386,843+386,8430126,6251.35%+126,625
CROWDSTRIKE HLDGS INC(CRWD)044,913+44,913034,2750.37%+34,275
CISCO SYS INC(CSCO)0361,558+361,558042,4690.45%+42,469
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0251,924+251,924013,3800.14%+13,380
SELECT SECTOR SPDR TR
ST STR CARE ETF
080,952+80,952012,8440.14%+12,844
LAM RESEARCH CORP(LRCX)051,877+51,877022,4800.24%+22,480
VANGUARD INDEX FDS0104,550+104,550071,8060.77%+71,806
ISHARES TR
MSCI USA MMENTM
0113,255+113,255038,8270.41%+38,827
APPLIED MATLS INC61,90745,900-16,00721,15933,1860.35%+12,027
SELECT SECTOR SPDR TR
ST STR INDL ETF
062,338+62,338011,5470.12%+11,547
KLA CORP(KLAC)072,076+72,076021,7460.23%+21,746
ISHARES TR0105,288+105,288078,8490.84%+78,849
INTEL CORP(INTC)0120,060+120,060016,7640.18%+16,764
GE VERNOVA INC(GEV)18,53922,641+4,10216,18326,6000.28%+10,417
VANGUARD WELLINGTON FD040,457+40,457010,0940.11%+10,094
HARBOR ETF TRUST
COMM ALL WEA ETF
0342,933+342,933010,0620.11%+10,062
SPDR SERIES TRUST
ST STR SP BIOT
063,124+63,12409,9890.11%+9,989
SPDR SERIES TRUST
ST STR SP DIV
064,966+64,96609,8870.11%+9,887
TESLA INC(TSLA)0160,857+160,857067,6560.72%+67,656
SELECT SECTOR SPDR TR
ST STR FINL ETF
0177,544+177,54409,5180.10%+9,518
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
0187,205+187,20509,4930.10%+9,493
SPDR SERIES TRUST
ST LON TREAS ETF
0345,312+345,31209,0580.10%+9,058
HONEYWELL AEROSPACE INC040,822+40,82209,0250.10%+9,025
SPACE EXPLORATION TECHN CORP052,529+52,52908,9750.10%+8,975
HONEYWELL INTL INC040,007+40,00708,9580.10%+8,958
EATON CORP PLC(ETN)083,149+83,149035,4310.38%+35,431
NEBIUS GROUP N.V.(NBIS)038,516+38,516010,6370.11%+10,637
BERKSHIRE HATHAWAY INC DEL205,356213,014+7,65898,407106,5901.14%+8,183
SPDR SERIES TRUST
ST STR P500GRW
068,386+68,38608,1370.09%+8,137
TERADYNE INC(TER)44,65743,803-85413,23921,1940.23%+7,955
VANGUARD WORLD FD
INF TECH ETF
0225,217+225,217026,9180.29%+26,918
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
202,658267,847+65,18913,83721,7120.23%+7,874
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
099,901+99,901030,2670.32%+30,267
CITIGROUP INC(C)0261,012+261,012036,5310.39%+36,531
INTERNATIONAL BUSINESS MACHS(IBM)093,019+93,019026,1580.28%+26,158
VISA INC(V)0178,239+178,239061,1520.65%+61,152
ASML HLDG NV
N Y REGISTRY SHS
12,16711,594-57316,07123,0660.25%+6,995
ABBVIE INC(ABBV)0161,999+161,999040,7650.44%+40,765
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0268,324+268,324016,0270.17%+16,027
QUALCOMM INC(QCOM)0113,687+113,687021,0080.22%+21,008
ISHARES TR691,757692,811+1,05446,71453,4230.57%+6,708
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
0180,118+180,118024,0010.26%+24,001
ISHARES TR0289,632+289,632042,9550.46%+42,955
VALMONT INDS INC(VMI)036,670+36,670021,1810.23%+21,181
VANGUARD INDEX FDS100,270119,503+19,23319,67326,0430.28%+6,370
AMPLIFY ETF TR0101,335+101,33506,3470.07%+6,347
ARM HOLDINGS PLC42,63935,472-7,1676,45012,5770.13%+6,127
DELL TECHNOLOGIES INC(DELL)026,754+26,754011,5430.12%+11,543
ROCKWELL AUTOMATION INC(ROK)044,988+44,988022,2730.24%+22,273
GOLDMAN SACHS GROUP INC(GS)059,103+59,103059,7750.64%+59,775
SPDR SERIES TRUST
ST STR SP600GRWO
049,741+49,74105,9260.06%+5,926
SSGA ACTIVE ETF TR
ST STR BL LN ETF
0146,130+146,13005,8880.06%+5,888
TEXAS INSTRS INC(TXN)052,903+52,903015,7690.17%+15,769
ISHARES TR0204,983+204,983017,7150.19%+17,715
ISHARES TR0128,158+128,158012,1200.13%+12,120
VERTIV HOLDINGS CO(VRT)66,92365,520-1,40316,77021,9370.23%+5,168
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0113,784+113,78405,1590.06%+5,159
VANGUARD INDEX FDS0313,372+313,372026,9940.29%+26,994
ONDAS INC(ONDS)0986,130+986,13008,1260.09%+8,126
PACER FDS TR
US SM CAP CA ETF
097,336+97,33604,9260.05%+4,926
ANTERO MIDSTREAM CORP(AM)0236,110+236,11005,3720.06%+5,372
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
0190,379+190,37904,7370.05%+4,737
GE AEROSPACE(GE)055,722+55,722020,8250.22%+20,825
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
012,309+12,309011,8780.13%+11,878
WESTERN DIGITAL CORP(WDC)012,384+12,38407,9100.08%+7,910
ADVANCED DRAIN SYS INC DEL(WMS)062,133+62,13309,7520.10%+9,752
SCHWAB STRATEGIC TR0643,381+643,381021,7720.23%+21,772
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
0132,167+132,16704,5760.05%+4,576
ELEVANCE HEALTH INC FORMERLY(ELV)012,795+12,79504,9480.05%+4,948
SELECT SECTOR SPDR TR
ST STR DISCR ETF
037,811+37,81104,4340.05%+4,434
SELECT SECTOR SPDR TR
ST STR SVC ETF
040,615+40,61504,3510.05%+4,351
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