Now live: Pro — the full 13F research suite for serious investorsSee pricing →
HAZLETT, BURT & WATSON, INC.

Q3 2023 · 13F-HR

HAZLETT, BURT & WATSON, INC.holdings as filed

Filed 2023-11-02 · accession 0000046392-23-000005

$134,190
Reported value
724
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 724

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$8,7426.51%51,029CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$8,4296.28%119,072CommonNONE
46090E103QQQINVESCO QQQ TR$6,8455.10%19,066CommonNONE
594918104MSFTMICROSOFT CORP$4,6323.45%14,665CommonNONE
023135106AMZNAMAZON COM INC$3,2372.41%25,407CommonNONE
30231G102XOMEXXON MOBIL CORP$2,4841.85%21,104CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2,4801.85%6,263CommonNONE
464287168DVYISHARES TR$2,3721.77%22,016CommonNONE
478160104JNJJOHNSON &JOHNSON$2,2611.68%14,526CommonSOLE
46434V621DGROISHARES TR$2,2311.66%45,035CommonNONE
464288810IHIISHARES TR$2,2041.64%45,595CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2,0851.55%5,948CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1,8031.34%11,596CommonNONE
437076102HDHOME DEPOT INC$1,6961.26%5,617CommonNONE
92204A702VGTVANGUARD WORLD FDS$1,6511.23%3,976CommonNONE
46625H100JPMJPMORGAN CHASE &CO$1,6061.20%11,071CommonNONE
921910840MGVVANGUARD WORLD FD$1,5761.17%15,522CommonNONE
742718109PGPROCTER AND GAMBLE CO$1,4431.08%9,902CommonNONE
713448108PEPPEPSICO INC$1,3761.03%8,098CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1,2130.90%22,691CommonNONE
427866108HSYHERSHEY CO$1,0520.78%5,258CommonNONE
92826C839VVISA INC$1,0450.78%4,554CommonNONE
02079K305GOOGLALPHABET INC$9950.74%7,635CommonNONE
69374H881COWZPACER FDS TR$9160.68%18,529CommonNONE
166764100CVXCHEVRON CORP NEW$8860.66%5,250CommonSOLE
031162100AMGNAMGEN INC$8740.65%3,252CommonNONE
02079K107GOOGALPHABET INC$8670.65%6,581CommonNONE
907818108UNPUNION PAC CORP$8510.63%4,189CommonNONE
149123101CATCATERPILLAR INC$8090.60%2,951CommonNONE
97717X669DGRWWISDOMTREE TR$7810.58%12,297CommonNONE
00287Y109ABBVABBVIE INC$7690.57%5,154CommonNONE
67066G104NVDANVIDIA CORPORATION$7380.55%1,694CommonNONE
464287705IJJISHARES TR$7160.53%7,095CommonNONE
92189F643MOATVANECK ETF TRUST$7150.53%9,427CommonNONE
360271100FULTFULTON FINL CORP PA$7000.52%57,745CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$6950.52%1,230CommonNONE
717081103PFEPFIZER INC$6790.51%20,435CommonNONE
921937835BNDVANGUARD BD INDEX FDS$6720.50%9,610CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6680.50%1,309CommonNONE
11135F101AVGOBROADCOM INC$6600.49%794CommonNONE
00724F101ADBEADOBE INC$6580.49%1,290CommonNONE
254687106DISDISNEY WALT CO$6280.47%7,827CommonNONE
464287879IJSISHARES TR$6240.47%7,007CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5960.44%1,395CommonNONE
79466L302CRMSALESFORCE INC$5700.42%2,827CommonNONE
244199105DEDEERE &CO$5660.42%1,495CommonNONE
595112103MUMICRON TECHNOLOGY INC$5560.41%8,171CommonNONE
68389X105ORCLORACLE CORP$5560.41%5,254CommonNONE
17275R102CSCOCISCO SYS INC$5510.41%10,208CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$5500.41%8,046CommonNONE
69374H857CALFPACER FDS TR$5140.38%12,295CommonNONE
670100205NVONOVO-NORDISK A S$5030.37%5,540CommonNONE
038222105AMATAPPLIED MATLS INC$4910.37%3,534CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$4890.36%8,443CommonNONE
464287614IWFISHARES TR$4880.36%1,837CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$4820.36%3,948CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4640.35%3,614CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$4550.34%10,584CommonNONE
37954Y673PAVEGLOBAL X FDS$4520.34%14,813CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4500.34%891CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$4490.33%2,236CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$4490.33%1,097CommonNONE
464287507IJHISHARES TR$4440.33%1,759CommonSOLE
88160R101TSLATESLA INC$4390.33%1,739CommonNONE
N07059210ASMLASML HOLDING N V$4270.32%724CommonNONE
438516106HONHONEYWELL INTL INC$4230.32%2,281CommonNONE
532457108LLYELI LILLY &CO$4190.31%779CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$4160.31%12,836CommonNONE
126650100CVSCVS HEALTH CORP$4030.30%5,789CommonNONE
58933Y105MRKMERCK &CO INC$4030.30%3,901CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$4010.30%3,833CommonNONE
872540109TJXTJX COS INC NEW$3850.29%4,338CommonNONE
20825C104COPCONOCOPHILLIPS$3830.29%3,198CommonNONE
89832Q109TFCTRUIST FINL CORP$3790.28%13,321CommonNONE
464287309IVWISHARES TR$3780.28%5,527CommonNONE
458140100INTCINTEL CORP$3750.28%10,563CommonNONE
97717W307DLNWISDOMTREE TR$3700.28%6,022CommonNONE
78464A763SDYSPDR SER TR$3700.28%3,212CommonNONE
46137Y401CZAINVESCO EXCHANGE TRADED FD T$3690.27%4,338CommonNONE
464287598IWDISHARES TR$3680.27%2,425CommonNONE
693506107PPGPPG INDS INC$3500.26%2,700CommonNONE
49456B101KMIKINDER MORGAN INC DEL$3460.26%20,838CommonNONE
002824100ABTABBOTT LABS$3360.25%3,474CommonNONE
09247X101BLKCHFBLACKROCK INC$3270.24%504CommonNONE
060505104BACBANK AMERICA CORP$3180.24%11,619CommonNONE
904767704UNILEVER PLC$3180.24%6,425CommonNONE
46432F842IEFAISHARES TR$3150.23%4,908CommonNONE
025816109AXPAMERICAN EXPRESS CO$3140.23%2,105CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$3140.23%1,919CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$3080.23%5,237CommonNONE
78463V107GLDSPDR GOLD TR$3060.23%1,785CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3030.23%1,263CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$3020.23%2,434CommonNONE
30303M102METAMETA PLATFORMS INC$3010.22%992CommonNONE
33939L662HYGVFLEXSHARES TR$3000.22%7,565CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$2990.22%8,953CommonNONE
337738108FISVFISERV INC$2970.22%2,618CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$2960.22%3,918CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2950.22%4,044CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$2940.22%4,411CommonNONE
191216100KOCOCA COLA CO$2920.22%5,179CommonNONE
69351T106PPLPPL CORP$2870.21%12,171CommonNONE
20030N101CMCSACOMCAST CORP NEW$2870.21%6,482CommonNONE
922908744VTVVANGUARD INDEX FDS$2860.21%2,077CommonNONE
718546104PSXPHILLIPS 66$2840.21%2,359CommonNONE
747525103QCOMQUALCOMM INC$2790.21%2,519CommonNONE
464287606IJKISHARES TR$2780.21%3,866CommonNONE
464287325IXJISHARES TR$2750.20%3,329CommonNONE
931142103WMTWALMART INC$2740.20%1,702CommonNONE
548661107LOWLOWES COS INC$2710.20%1,320CommonNONE
922908611VBRVANGUARD INDEX FDS$2700.20%1,695CommonNONE
464287408IVEISHARES TR$2700.20%1,751CommonNONE
291011104EMREMERSON ELEC CO$2680.20%2,787CommonNONE
922908769VTIVANGUARD INDEX FDS$2630.20%1,238CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2620.20%4,438CommonNONE
75513E101RTXRTX CORPORATION$2620.20%3,642CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$2540.19%5,047CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2530.19%2,488CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2510.19%779CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$2500.19%11,195CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2500.19%1,258CommonNONE
25243Q205DEODIAGEO PLC$2490.19%1,685CommonNONE
922908637VVVANGUARD INDEX FDS$2480.18%1,266CommonNONE
921910816MGKVANGUARD WORLD FD$2450.18%1,084CommonNONE
009158106APDAIR PRODS &CHEMS INC$2420.18%854CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2350.18%1,509CommonNONE
92204A504VHTVANGUARD WORLD FDS$2330.17%986CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$2320.17%4,092CommonNONE
231021106CMICUMMINS INC$2310.17%1,004CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2270.17%554CommonNONE
78463X202FEZSPDR INDEX SHS FDS$2260.17%5,403CommonNONE
21036P108STZCONSTELLATION BRANDS INC$2250.17%888CommonNONE
464287481IWPISHARES TR$2230.17%2,440CommonNONE
922908363VOOVANGUARD INDEX FDS$2200.16%559CommonNONE
194162103CLCOLGATE PALMOLIVE CO$2200.16%3,092CommonNONE
126408103CSXCSX CORP$2180.16%7,052CommonNONE
375558103GILDGILEAD SCIENCES INC$2170.16%2,900CommonNONE
464287549IGMISHARES TR$2150.16%560CommonNONE
66987V109NVSNOVARTIS AG$2090.16%2,058CommonNONE
46434V613IUSBISHARES TR$2070.15%4,716CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2060.15%2,005CommonNONE
94106L109WMWASTE MGMT INC DEL$2020.15%1,330CommonNONE
922908736VUGVANGUARD INDEX FDS$2010.15%737CommonNONE
646025106NJRNEW JERSEY RES CORP$1980.15%4,910CommonNONE
G4388N106HELEHELEN OF TROY LTD$1950.15%1,670CommonNONE
969457100WMBWILLIAMS COS INC$1890.14%5,595CommonNONE
46434G103IEMGISHARES INC$1890.14%3,890CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1870.14%2,707CommonNONE
464287226AGGISHARES TR$1860.14%1,979CommonNONE
464287523SOXXISHARES TR$1810.13%382CommonNONE
92204A108VCRVANGUARD WORLD FDS$1810.13%671CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1810.13%3,084CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1800.13%772CommonNONE
464287473IWSISHARES TR$1800.13%1,722CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1790.13%369CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$1780.13%911CommonNONE
165167735EXECHESAPEAKE ENERGY CORP$1750.13%2,041CommonNONE
02209S103MOALTRIA GROUP INC$1730.13%4,119CommonNONE
59156R108METMETLIFE INC$1680.13%2,685CommonNONE
744320102PRUPRUDENTIAL FINL INC$1660.12%1,744CommonNONE
053332102AZOAUTOZONE INC$1660.12%65CommonNONE
92204A603VISVANGUARD WORLD FDS$1660.12%848CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1640.12%810CommonNONE
949746101WMT2WELLS FARGO CO NEW$1630.12%4,012CommonNONE
25746U109DDOMINION ENERGY INC$1620.12%3,620CommonNONE
00206R102TAT&T INC$1600.12%10,598CommonNONE
369604301GEGENERAL ELECTRIC CO$1600.12%1,448CommonNONE
580135101MCDMCDONALDS CORP$1570.12%597CommonNONE
929160109VMCVULCAN MATLS CO$1550.12%770CommonNONE
464288877EFVISHARES TR$1520.11%3,080CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$1510.11%2,748CommonNONE
464287432TLTISHARES TR$1500.11%1,680CommonNONE
H1467J104CBCHUBB LIMITED$1490.11%713CommonNONE
45782C417PFEBINNOVATOR ETFS TR$1490.11%4,880CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1460.11%2,200CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1460.11%906CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1450.11%1,636CommonNONE
46429B697USMVISHARES TR$1450.11%2,005CommonNONE
871829107SYYSYSCO CORP$1390.10%2,111CommonNONE
950810101WSBCWESBANCO INC$1380.10%5,636CommonNONE
718172109PMPHILIP MORRIS INTL INC$1370.10%1,477CommonNONE
31428X106FDXFEDEX CORP$1370.10%516CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1340.10%436CommonNONE
45782C383PMARINNOVATOR ETFS TR$1340.10%3,990CommonNONE
45783Y814BUFFINNOVATOR ETFS TR$1340.10%3,548CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1330.10%1,289CommonNONE
464287861IEVISHARES TR$1320.10%2,770CommonNONE
37045V100GMGENERAL MTRS CO$1320.10%4,000CommonNONE
65339F101NEENEXTERA ENERGY INC$1280.10%2,258CommonSOLE
833034101SNASNAP ON INC$1280.10%500CommonNONE
03073E105CORCENCORA INC$1270.09%707CommonNONE
26614N102DDDUPONT DE NEMOURS INC$1260.09%1,694CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$1250.09%2,269CommonNONE
464287200IVVISHARES TR$1250.09%293CommonNONE
617446448MSMORGAN STANLEY$1240.09%1,548CommonNONE
46434V456IQLTISHARES TR$1240.09%3,694CommonNONE
854502101SWKSTANLEY BLACK &DECKER INC$1230.09%1,479CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1230.09%4,526CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1220.09%2,339CommonNONE
37954Y855LITGLOBAL X FDS$1200.09%2,180CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$1140.08%2,026CommonNONE
893641100TDGTRANSDIGM GROUP INC$1080.08%128CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1060.08%662CommonNONE
071813109BAXBAXTER INTL INC$1060.08%2,739CommonNONE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$1040.08%3,285CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$1030.08%837CommonNONE
192025104CODORUS VY BANCORP INC$1030.08%5,517CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1020.08%2,582CommonNONE
29670G102WTRGESSENTIAL UTILS INC$1020.08%2,977CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$1010.08%2,640CommonNONE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$1010.08%3,257CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$1010.08%1,207CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$1010.08%1,261CommonNONE
253868103DLRDIGITAL RLTY TR INC$1000.07%824CommonNONE
761152107RMDRESMED INC$980.07%662CommonNONE
922908512VOEVANGUARD INDEX FDS$960.07%727CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$960.07%1,958CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$960.07%7,594CommonNONE
37954Y715BOTZGLOBAL X FDS$960.07%3,856CommonNONE
33740U851XPNDFIRST TR EXCHNG TRADED FD VI$940.07%4,600CommonNONE
64110L106NFLXNETFLIX INC$940.07%245CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$940.07%2,783CommonNONE
46432F834IXUSISHARES TR$930.07%1,540CommonNONE
803054204SAPSAP SE$920.07%710CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$920.07%1,987CommonNONE
046353108AZNNASTRAZENECA PLC$910.07%1,328CommonNONE
921937827BSVVANGUARD BD INDEX FDS$910.07%1,203CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$900.07%4,005CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$900.07%1,134CommonNONE
806857108SLBSCHLUMBERGER LTD$900.07%1,522CommonNONE
806407102HSICHENRY SCHEIN INC$900.07%1,220CommonNONE
020002101ALLALLSTATE CORP$890.07%800CommonNONE
464288885EFGISHARES TR$880.07%1,018CommonNONE
075887109BDXBECTON DICKINSON &CO$880.07%339CommonNONE
701094104PHPARKER-HANNIFIN CORP$870.06%225CommonNONE
704326107PAYXPAYCHEX INC$870.06%747CommonNONE
92204A801VAWVANGUARD WORLD FDS$870.06%510CommonNONE
636180101NFGNATIONAL FUEL GAS CO$860.06%1,650CommonNONE
78464A359CWBSPDR SER TR$860.06%1,262CommonNONE
45783Y756BUFBINNOVATOR ETFS TR$860.06%3,360CommonNONE
78468R853SPSMSPDR SER TR$850.06%2,310CommonSOLE
369550108GDGENERAL DYNAMICS CORP$850.06%384CommonNONE
922908751VBVANGUARD INDEX FDS$850.06%460CommonNONE
29250N105ENBENBRIDGE INC$810.06%2,440CommonNONE
81762P102NOWSERVICENOW INC$810.06%145CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$800.06%2,391CommonNONE
418056107HASHASBRO INC$800.06%1,209CommonNONE
902681105UGIUGI CORP NEW$790.06%3,416CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$790.06%695CommonNONE
579780206MKCMCCORMICK &CO INC$790.06%1,049CommonNONE
464287812IYKISHARES TR$780.06%420CommonNONE
46428Q109SLVISHARES SILVER TR$750.06%3,664CommonNONE
464287556IBBISHARES TR$750.06%609CommonNONE
G5960L103MDTMEDTRONIC PLC$740.06%941CommonNONE
464287119ILCGISHARES TR$720.05%1,200CommonNONE
872590104TMUST-MOBILE US INC$720.05%506CommonNONE
097023105BABOEING CO$720.05%375CommonNONE
747316107KWRQUAKER HOUGHTON$700.05%440CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$700.05%783CommonNONE
464288828IHFISHARES TR$690.05%280CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$690.05%1,065CommonNONE
032654105ADIANALOG DEVICES INC$680.05%388CommonNONE
855244109SBUXSTARBUCKS CORP$680.05%745CommonNONE
513272104LWLAMB WESTON HLDGS INC$680.05%746CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$680.05%1,728CommonNONE
464287655IWMISHARES TR$660.05%374CommonNONE
464287234EEMISHARES TR$640.05%1,710CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$640.05%600CommonNONE
609207105MDLZMONDELEZ INTL INC$630.05%908CommonNONE
780259305SHELSHELL PLC$630.05%990CommonNONE
34965K107FTREFORTREA HLDGS INC$630.05%2,234CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$630.05%218CommonNONE
464288448IDVISHARES TR$610.05%2,387CommonNONE
863667101SYKSTRYKER CORPORATION$610.05%224CommonNONE
773903109ROKROCKWELL AUTOMATION INC$600.04%211CommonNONE
882508104TXNTEXAS INSTRS INC$600.04%376CommonNONE
92556V106VTRSVIATRIS INC$600.04%6,097CommonNONE
654106103NKENIKE INC$580.04%611CommonNONE
91913Y100VLOVALERO ENERGY CORP$570.04%408CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$570.04%730CommonNONE
37733W204GSKGSK PLC$560.04%1,521CommonNONE
681919106OMCOMNICOM GROUP INC$560.04%759CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$560.04%248CommonNONE
74340W103PLDPROLOGIS INC.$560.04%502CommonNONE
464288240ACWXISHARES TR$560.04%1,184CommonNONE
464288687PFFISHARES TR$560.04%1,862CommonNONE
452308109ITWILLINOIS TOOL WKS INC$550.04%239CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$550.04%1,245CommonNONE
464287630IWNISHARES TR$550.04%413CommonNONE
988498101YUMYUM BRANDS INC$540.04%429CommonNONE
695156109PKGPACKAGING CORP AMER$540.04%350CommonNONE
97717W505DONWISDOMTREE TR$540.04%1,312CommonNONE
80105N105SNYSANOFI$540.04%995CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$540.04%328CommonNONE
055622104BPBP PLC$530.04%1,356CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$530.04%1,125CommonNONE
22822V101CCICROWN CASTLE INC$510.04%554CommonNONE
464286608EZUISHARES INC$510.04%1,200CommonNONE
G29183103ETNEATON CORP PLC$510.04%235CommonNONE
55261F104MTBM &T BK CORP$500.04%390CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$490.04%705CommonNONE
842587107SOSOUTHERN CO$490.04%758CommonNONE
892331307TMTOYOTA MOTOR CORP$490.04%275CommonNONE
285512109EAELECTRONIC ARTS INC$490.04%404CommonNONE
46434G822EWJISHARES INC$490.04%822CommonNONE
922908595VBKVANGUARD INDEX FDS$490.04%233CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$480.04%498CommonNONE
260003108DOVDOVER CORP$470.04%340CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$460.03%1,400CommonNONE
46435U366IDRVISHARES TR$460.03%1,246CommonNONE
464287887IJTISHARES TR$460.03%424CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$450.03%7,660CommonNONE
04010L103ARCCARES CAPITAL CORP$450.03%2,300CommonNONE
45687V106IRINGERSOLL RAND INC$450.03%714CommonNONE
487836108KKELLANOVA$440.03%742CommonNONE
464287176TIPISHARES TR$430.03%415CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$430.03%304CommonNONE
56167N753MANAGED PORTFOLIO SERIES$430.03%1,124CommonNONE
723787107PXDEURPIONEER NAT RES CO$430.03%192CommonNONE
95058W100WENWENDYS CO$430.03%2,125CommonNONE
043113208ARTNAARTESIAN RES CORP$420.03%1,000CommonNONE
452327109ILMNILLUMINA INC$420.03%307CommonNONE
670346105NUENUCOR CORP$420.03%271CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$420.03%1,403CommonNONE
00770K202AMTXAEMETIS INC$420.03%10,000CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$420.03%583CommonNONE
464287242LQDISHARES TR$410.03%405CommonNONE
550021109LULULULULEMON ATHLETICA INC$410.03%104CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$410.03%22CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$400.03%438CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$400.03%2,121CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$400.03%3,641CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$400.03%600CommonNONE
46432F339QUALISHARES TR$400.03%306CommonNONE
890110109TMPTOMPKINS FINL CORP$390.03%797CommonNONE
571903202MARMARRIOTT INTL INC NEW$380.03%195CommonNONE
37940X102GPNGLOBAL PMTS INC$380.03%334CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$370.03%1,319CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$370.03%555CommonNONE
254709108DFSEURDISCOVER FINL SVCS$370.03%419CommonNONE
040413106ANETEURARISTA NETWORKS INC$360.03%195CommonNONE
464287150ITOTISHARES TR$360.03%369CommonNONE
784117103SEICSEI INVTS CO$360.03%600CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$360.03%327CommonNONE
56585A102MPCMARATHON PETE CORP$360.03%238CommonNONE
136375102CNICANADIAN NATL RY CO$360.03%340CommonNONE
92204A884VOXVANGUARD WORLD FDS$360.03%348CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$350.03%500CommonNONE
443573100HUBSHUBSPOT INC$350.03%72CommonNONE
464287804IJRISHARES TR$350.03%372CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$340.03%312CommonNONE
89151E109TTENTOTALENERGIES SE$330.02%506CommonNONE
97717W604DESWISDOMTREE TR$330.02%1,147CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$330.02%636CommonNONE
922908629VOVANGUARD INDEX FDS$330.02%158CommonNONE
22052L104CTVACORTEVA INC$330.02%652CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$320.02%569CommonNONE
464287762IYHISHARES TR$320.02%117CommonNONE
89469A104THSTREEHOUSE FOODS INC$320.02%726CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$310.02%453CommonNONE
406216101HALHALLIBURTON CO$310.02%737CommonNONE
46435U556ARTYISHARES TR$310.02%1,030CommonNONE
464287499IWRISHARES TR$310.02%454CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$310.02%450CommonNONE
37954Y632AIQGLOBAL X FDS$310.02%1,165CommonNONE
46284V101IRMIRON MTN INC DEL$300.02%500CommonNONE
98978V103ZTSZOETIS INC$300.02%167CommonNONE
464288273SCZISHARES TR$300.02%545CommonNONE
012653101ALBALBEMARLE CORP$300.02%180CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$300.02%146CommonNONE
501044101KRKROGER CO$290.02%637CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$290.02%509CommonNONE
G0176J109ALLEALLEGION PLC$280.02%270CommonNONE
892356106TSCOTRACTOR SUPPLY CO$280.02%141CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$280.02%392CommonNONE
56035L104MAINMAIN STR CAP CORP$280.02%700CommonNONE
922908553VNQVANGUARD INDEX FDS$280.02%373CommonNONE
48251W104KKRKKR &CO INC$270.02%450CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$270.02%527CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$260.02%670CommonNONE
247361702DALDELTA AIR LINES INC DEL$260.02%707CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$260.02%1,856CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$260.02%2,417CommonNONE
832696405SJMSMUCKER J M CO$250.02%203CommonNONE
281020107EIXEDISON INTL$250.02%405CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$250.02%30CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$250.02%1,546CommonNONE
783859101STBAS &T BANCORP INC$250.02%925CommonNONE
337932107FEFIRSTENERGY CORP$240.02%700CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$240.02%500CommonNONE
640491106NEOGNEOGEN CORP$240.02%1,309CommonNONE
871607107SNPSSYNOPSYS INC$230.02%50CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$230.02%261CommonNONE
817565104SCISERVICE CORP INTL$230.02%400CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$230.02%1,757CommonNONE
12811P108XCHYXCALAMOS CONV &HIGH INCOME F$230.02%2,100CommonNONE
125523100CITHE CIGNA GROUP$220.02%79CommonNONE
260557103DOWDOW INC$220.02%433CommonNONE
29444U700EQIXEQUINIX INC$220.02%30CommonNONE
78468R788SPYDSPDR SER TR$220.02%614CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$220.02%269CommonNONE
219350105GLWCORNING INC$210.02%677CommonNONE
45782C318PMAYINNOVATOR ETFS TR$210.02%705CommonNONE
928377100VSTOEURVISTA OUTDOOR INC$210.02%648CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$210.02%450CommonNONE
314211103FHIFEDERATED HERMES INC$210.02%615CommonNONE
46137V571PGJINVESCO EXCHANGE TRADED FD T$210.02%775CommonNONE
436440101HO1HOLOGIC INC$210.02%300CommonNONE
74762E102QUREQUANTA SVCS INC$210.02%110CommonNONE
376536108GOODGLADSTONE COMMERCIAL CORP$210.02%1,700CommonNONE
125269100CFCF INDS HLDGS INC$210.02%250CommonNONE
808524706SCHESCHWAB STRATEGIC TR$200.01%836CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$200.01%116CommonNONE
756109104OREALTY INCOME CORP$200.01%400CommonNONE
489170100KMTKENNAMETAL INC$200.01%800CommonNONE
92204A405VFHVANGUARD WORLD FDS$200.01%251CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$200.01%354CommonNONE
922908538VOTVANGUARD INDEX FDS$200.01%103CommonNONE
92912T100XIGDXVOYA GLBL EQTY DIV &PREM OP$200.01%4,000CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$190.01%400CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$190.01%44CommonNONE
92939U106WECWEC ENERGY GROUP INC$190.01%232CommonNONE
921937793BLVVANGUARD BD INDEX FDS$190.01%289CommonNONE
928563402VMWAVMWARE INC$190.01%114CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$190.01%381CommonNONE
565849106MRO*MARATHON OIL CORP$190.01%708CommonNONE
808513105SCHWSCHWAB CHARLES CORP$180.01%328CommonNONE
67080R102NPFDNUVEEN VRIABL RAT PFD &INM$180.01%1,167CommonNONE
405552100HLNHALEON PLC$180.01%2,260CommonNONE
30161N101EXCEXELON CORP$180.01%474CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$170.01%496CommonNONE
74347B169ONLNPROSHARES TR$170.01%562CommonNONE
82710M100SILKUSDSILK RD MED INC$170.01%1,150CommonNONE
879105104THQTEKLA HEALTHCARE OPPORTUNITI$170.01%1,000CommonNONE
H01301128ALCALCON AG$170.01%205CommonNONE
G54950103LINLINDE PLC$160.01%42CommonNONE
345370860FFORD MTR CO DEL$160.01%1,239CommonNONE
844741108LUVSOUTHWEST AIRLS CO$160.01%560CommonNONE
17133Q502CHTCHUNGHWA TELECOM CO LTD$160.01%450CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$160.01%800CommonNONE
150185106CEDAR FAIR L P$160.01%439CommonNONE
64828T201RITMRITHM CAPITAL CORP$160.01%1,700CommonNONE
494368103KMBKIMBERLY-CLARK CORP$160.01%130CommonNONE
72201R833MINTPIMCO ETF TR$160.01%157CommonNONE
067901108ABXBARRICK GOLD CORP$160.01%1,091CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$160.01%300CommonNONE
37954Y830COPXGLOBAL X FDS$160.01%440CommonNONE
852234103XYZBLOCK INC$150.01%318CommonNONE
46435G672IAGGISHARES TR$150.01%302CommonNONE
87612E106TGTTARGET CORP$150.01%135CommonNONE
72352L106PINSPINTEREST INC$150.01%550CommonNONE
00214Q500PRNTARK ETF TR$150.01%725CommonNONE
921937819BIVVANGUARD BD INDEX FDS$150.01%216CommonNONE
517834107LVSLAS VEGAS SANDS CORP$140.01%300CommonNONE
464288752ITBISHARES TR$140.01%175CommonNONE
47215P106JDJD.COM INC$140.01%470CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$140.01%206CommonNONE
115637209BF/BBROWN FORMAN CORP$140.01%250CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$140.01%336CommonNONE
00486H105ADTNADTRAN HOLDINGS INC$140.01%1,800CommonNONE
50202M102LILI AUTO INC$140.01%400CommonNONE
67073B106JPCNUVEEN PFD &INCOME OPPORTUN$140.01%2,200CommonNONE
808524607SCHASCHWAB STRATEGIC TR$140.01%330CommonNONE
29355A107ENPHENPHASE ENERGY INC$130.01%105CommonNONE
464288661IEIISHARES TR$130.01%111CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$130.01%1,570CommonNONE
056752108BIDUBAIDU INC$130.01%100CommonNONE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$130.01%200CommonNONE
835699307SONYSONY GROUP CORP$130.01%161CommonNONE
316092204FDISFIDELITY COVINGTON TRUST$130.01%184CommonNONE
064058100BKBANK NEW YORK MELLON CORP$130.01%298CommonNONE
08160H101BHEBENCHMARK ELECTRS INC$120.01%496CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$120.01%123CommonNONE
95040Q104WELLWELLTOWER INC$120.01%142CommonNONE
252131107DXCMDEXCOM INC$120.01%127CommonNONE
03152W109AM6AMICUS THERAPEUTICS INC$120.01%1,000CommonNONE
45782C573PNOVINNOVATOR ETFS TR$120.01%360CommonNONE
172062101CINFCINCINNATI FINL CORP$120.01%114CommonNONE
354613101BENFRANKLIN RESOURCES INC$120.01%500CommonNONE
833445109SNOWSNOWFLAKE INC$120.01%78CommonNONE
90138F102TWLOTWILIO INC$120.01%189CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$120.01%255CommonNONE
78463X848CWISPDR INDEX SHS FDS$120.01%480CommonNONE
464286665EPPISHARES INC$120.01%300CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$120.01%27CommonNONE
816851109SRESEMPRA$110.01%159CommonNONE
464287697IDUISHARES TR$110.01%150CommonNONE
464287465EFAISHARES TR$110.01%155CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$110.01%63CommonNONE
687380105ORRFORRSTOWN FINL SVCS INC$110.01%500CommonNONE
444859102HUMHUMANA INC$110.01%22CommonNONE
69344A107PULSPGIM ETF TR$110.01%213CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$110.01%71CommonNONE
67072C105NUVEEN PFD &INCOME SECS FD$110.01%1,773CommonNONE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$100.01%700CommonNONE
464288166AGZISHARES TR$100.01%90CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$100.01%137CommonNONE
58733R102MELIMERCADOLIBRE INC$100.01%8CommonNONE
336920103FPXFIRST TR EXCHANGE TRADED FD$100.01%117CommonNONE
01879R106XAWFXALLIANCEBERNSTEIN GLOBAL HIG$100.01%1,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.