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HAZLETT, BURT & WATSON, INC.

Q1 2024 · 13F-HR

HAZLETT, BURT & WATSON, INC.holdings as filed

Filed 2024-04-29 · accession 0000046392-24-000003

$166,849
Reported value
712
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 712

CUSIPTickerIssuerValue% port.SharesClassVoting
808524797SCHDSCHWAB STRATEGIC TR$9,8915.93%122,802CommonNONE
46090E103QQQINVESCO QQQ TR$9,0505.42%20,347CommonNONE
037833100AAPLAPPLE INC$8,8415.30%51,563CommonNONE
594918104MSFTMICROSOFT CORP$6,6483.98%15,807CommonSOLE
023135106AMZNAMAZON COM INC$4,7422.84%26,284CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3,0771.84%6,392CommonNONE
464287168DVYISHARES TR$2,6541.59%21,540CommonNONE
46434V621DGROISHARES TR$2,6531.59%45,655CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2,6161.57%6,221CommonNONE
30231G102XOMEXXON MOBIL CORP$2,4631.48%21,220CommonNONE
478160104JNJJOHNSON &JOHNSON$2,3161.39%14,626CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2,2601.35%12,377CommonNONE
46625H100JPMJPMORGAN CHASE &CO$2,1621.30%10,803CommonNONE
437076102HDHOME DEPOT INC$2,1381.28%5,570CommonNONE
92204A702VGTVANGUARD WORLD FD$2,0911.25%3,984CommonNONE
464288810IHIISHARES TR$2,0481.23%34,911CommonNONE
921910840MGVVANGUARD WORLD FD$1,9781.19%16,548CommonNONE
67066G104NVDANVIDIA CORPORATION$1,9261.15%2,129CommonNONE
742718109PGPROCTER AND GAMBLE CO$1,6190.97%9,990CommonSOLE
713448108PEPPEPSICO INC$1,5760.94%8,994CommonNONE
69374H881COWZPACER FDS TR$1,3660.82%23,583CommonNONE
92826C839VVISA INC$1,3230.79%4,735CommonNONE
02079K305GOOGLALPHABET INC$1,2850.77%8,539CommonNONE
427866108HSYHERSHEY CO$1,2160.73%6,238CommonNONE
670100205NVONOVO-NORDISK A S$1,1950.72%9,300CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1,0990.66%18,960CommonNONE
149123101CATCATERPILLAR INC$1,0810.65%2,952CommonNONE
92189F643MOATVANECK ETF TRUST$1,0720.64%11,960CommonNONE
02079K107GOOGALPHABET INC$1,0710.64%7,040CommonNONE
11135F101AVGOBROADCOM INC$1,0590.63%797CommonNONE
97717X669DGRWWISDOMTREE TR$1,0450.63%13,816CommonNONE
907818108UNPUNION PAC CORP$1,0300.62%4,189CommonNONE
595112103MUMICRON TECHNOLOGY INC$1,0260.61%8,721CommonNONE
532457108LLYELI LILLY &CO$1,0040.60%1,291CommonNONE
00287Y109ABBVABBVIE INC$9470.57%5,210CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$9400.56%1,282CommonNONE
166764100CVXCHEVRON CORP NEW$9240.55%5,852CommonNONE
37954Y673PAVEGLOBAL X FDS$9190.55%22,992CommonNONE
031162100AMGNAMGEN INC$9110.55%3,203CommonNONE
464287705IJJISHARES TR$8920.53%7,551CommonNONE
79466L302CRMSALESFORCE INC$8820.53%2,926CommonNONE
254687106DISDISNEY WALT CO$8700.52%7,091CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$8020.48%15,001CommonNONE
464287879IJSISHARES TR$7810.47%7,596CommonNONE
464287549IGMISHARES TR$7790.47%9,039CommonSOLE
N07059210ASMLASML HOLDING N V$7550.45%777CommonNONE
69374H857CALFPACER FDS TR$7460.45%15,100CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$7350.44%7,213CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6980.42%1,198CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$6970.42%8,046CommonNONE
038222105AMATAPPLIED MATLS INC$6910.41%3,355CommonNONE
00724F101ADBEADOBE INC$6770.41%1,332CommonNONE
30303M102METAMETA PLATFORMS INC$6730.40%1,391CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$6680.40%1,085CommonNONE
68389X105ORCLORACLE CORP$6570.39%5,233CommonNONE
360271100FULTFULTON FINL CORP PA$6500.39%40,854CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$6460.39%12,105CommonNONE
921937835BNDVANGUARD BD INDEX FDS$6440.39%8,882CommonNONE
464287614IWFISHARES TR$6040.36%1,789CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$5890.35%3,654CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5700.34%1,091CommonNONE
17275R102CSCOCISCO SYS INC$5670.34%11,383CommonNONE
58933Y105MRKMERCK &CO INC$5470.33%4,151CommonNONE
464287507IJHISHARES TR$5140.31%8,406CommonNONE
458140100INTCINTEL CORP$5060.30%11,463CommonNONE
244199105DEDEERE &CO$5010.30%1,217CommonNONE
50540R409LSILABORATORY CORP AMER HLDGS$4880.29%2,236CommonNONE
89832Q109TFCTRUIST FINL CORP$4850.29%12,473CommonNONE
025816109AXPAMERICAN EXPRESS CO$4800.29%2,106CommonNONE
717081103PFEPFIZER INC$4710.28%16,970CommonSOLE
464287309IVWISHARES TR$4690.28%5,547CommonSOLE
231021106CMICUMMINS INC$4670.28%1,591CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4600.28%3,114CommonNONE
060505104BACBANK AMERICA CORP$4580.27%12,064CommonNONE
438516106HONHONEYWELL INTL INC$4510.27%2,199CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$4410.26%7,301CommonNONE
37954Y384BUGGLOBAL X FDS$4350.26%14,609CommonNONE
464287606IJKISHARES TR$4220.25%4,622CommonSOLE
747525103QCOMQUALCOMM INC$4210.25%2,476CommonNONE
46137Y401CZAINVESCO EXCHANGE TRADED FD T$4200.25%4,121CommonNONE
464288653TLHISHARES TR$4120.25%3,924CommonNONE
78464A763SDYSPDR SER TR$4110.25%3,153CommonNONE
872540109TJXTJX COS INC NEW$4090.25%4,022CommonNONE
49456B101KMIKINDER MORGAN INC DEL$4070.24%22,188CommonNONE
20825C104COPCONOCOPHILLIPS$4070.24%3,204CommonNONE
002824100ABTABBOTT LABS$4040.24%3,559CommonNONE
97717W307DLNWISDOMTREE TR$4020.24%5,559CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$4000.24%1,920CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$4000.24%9,572CommonNONE
78463V107GLDSPDR GOLD TR$4000.24%1,954CommonNONE
09247X101BLKCHFBLACKROCK INC$3900.23%462CommonNONE
693506107PPGPPG INDS INC$3890.23%2,691CommonNONE
464287598IWDISHARES TR$3880.23%2,160CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$3810.23%4,101CommonNONE
126650100CVSCVS HEALTH CORP$3790.23%4,747CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$3750.22%6,923CommonNONE
75513E101RTXRTX CORPORATION$3660.22%3,745CommonNONE
718546104PSXPHILLIPS 66$3600.22%2,201CommonNONE
191216100KOCOCA COLA CO$3590.22%5,878CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3490.21%704CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$3490.21%4,430CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$3460.21%2,851CommonNONE
464287408IVEISHARES TR$3450.21%1,845CommonNONE
921910816MGKVANGUARD WORLD FD$3410.20%1,189CommonNONE
922908744VTVVANGUARD INDEX FDS$3400.20%2,095CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3350.20%7,953CommonNONE
922908363VOOVANGUARD INDEX FDS$3340.20%694CommonNONE
194162103CLCOLGATE PALMOLIVE CO$3300.20%3,667CommonNONE
922908769VTIVANGUARD INDEX FDS$3300.20%1,270CommonNONE
922908611VBRVANGUARD INDEX FDS$3280.20%1,706CommonNONE
548661107LOWLOWES COS INC$3250.19%1,275CommonNONE
69351T106PPLPPL CORP$3220.19%11,701CommonNONE
33939L662HYGVFLEXSHARES TR$3190.19%7,763CommonNONE
655844108NSCNORFOLK SOUTHN CORP$3180.19%1,255CommonNONE
291011104EMREMERSON ELEC CO$3160.19%2,788CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3150.19%1,263CommonNONE
931142103WMTWALMART INC$3150.19%5,223CommonNONE
904767704UNILEVER PLC$3140.19%6,226CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$3130.19%2,488CommonNONE
88160R101TSLATESLA INC$3120.19%1,767CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$3110.19%4,724CommonNONE
464287325IXJISHARES TR$3100.19%3,329CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$3060.18%2,679CommonNONE
922908637VVVANGUARD INDEX FDS$3030.18%1,262CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3010.18%664CommonNONE
78463X202FEZSPDR INDEX SHS FDS$2990.18%5,634CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$2950.18%4,445CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2910.17%4,439CommonNONE
20030N101CMCSACOMCAST CORP NEW$2830.17%6,510CommonNONE
464287200IVVISHARES TR$2830.17%535CommonNONE
94106L109WMWASTE MGMT INC DEL$2830.17%1,330CommonNONE
46432F842IEFAISHARES TR$2820.17%3,789CommonNONE
464287481IWPISHARES TR$2790.17%2,441CommonNONE
369604301GEGENERAL ELECTRIC CO$2780.17%1,582CommonNONE
46434V456IQLTISHARES TR$2750.16%7,053CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2710.16%1,506CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$2710.16%2,220CommonNONE
126408103CSXCSX CORP$2700.16%7,304CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2700.16%646CommonNONE
21036P108STZCONSTELLATION BRANDS INC$2610.16%963CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2600.16%2,156CommonNONE
464287523SOXXISHARES TR$2590.16%1,145CommonNONE
464287804IJRISHARES TR$2580.15%2,342CommonNONE
580135101MCDMCDONALDS CORP$2560.15%915CommonNONE
92189F205SLXVANECK ETF TRUST$2480.15%3,325CommonNONE
922908736VUGVANGUARD INDEX FDS$2470.15%722CommonNONE
464287499IWRISHARES TR$2430.15%2,891CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$2430.15%810CommonNONE
92204A603VISVANGUARD WORLD FD$2400.14%985CommonNONE
969457100WMBWILLIAMS COS INC$2390.14%6,160CommonNONE
56585A102MPCMARATHON PETE CORP$2370.14%1,176CommonNONE
92204A504VHTVANGUARD WORLD FD$2360.14%878CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2340.14%822CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$2330.14%3,481CommonNONE
92204A108VCRVANGUARD WORLD FD$2250.13%708CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$2230.13%2,590CommonNONE
744320102PRUPRUDENTIAL FINL INC$2200.13%1,875CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$2190.13%5,220CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$2170.13%911CommonNONE
464287473IWSISHARES TR$2160.13%1,728CommonNONE
949746101WMT2WELLS FARGO CO NEW$2150.13%3,687CommonNONE
053332102AZOAUTOZONE INC$2140.13%68CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$2140.13%3,523CommonNONE
375558103GILDGILEAD SCIENCES INC$2130.13%2,900CommonNONE
929160109VMCVULCAN MATLS CO$2110.13%770CommonNONE
776696106ROPROPER TECHNOLOGIES INC$2070.12%369CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2040.12%2,200CommonNONE
46434V613IUSBISHARES TR$2030.12%4,440CommonNONE
009158106APDAIR PRODS &CHEMS INC$2030.12%836CommonNONE
464288877EFVISHARES TR$2010.12%3,696CommonNONE
66987V109NVSNOVARTIS AG$1990.12%2,058CommonNONE
25243Q205DEODIAGEO PLC$1990.12%1,345CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1960.12%562CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$1910.11%2,752CommonNONE
337738108FISVFISERV INC$1890.11%1,178CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1890.11%3,772CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1820.11%1,893CommonNONE
165167735EXECHESAPEAKE ENERGY CORP$1820.11%2,047CommonNONE
646025106NJRNEW JERSEY RES CORP$1780.11%4,140CommonNONE
G4388N106HELEHELEN OF TROY LTD$1770.11%1,540CommonNONE
46434G103IEMGISHARES INC$1760.11%3,403CommonNONE
64110L106NFLXNETFLIX INC$1760.11%290CommonNONE
464287226AGGISHARES TR$1750.10%1,790CommonNONE
65339F101NEENEXTERA ENERGY INC$1730.10%2,711CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1720.10%2,231CommonNONE
950810101WSBCWESBANCO INC$1690.10%5,636CommonNONE
46429B697USMVISHARES TR$1680.10%2,007CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1670.10%906CommonNONE
31428X106FDXFEDEX CORP$1660.10%572CommonNONE
00206R102TAT&T INC$1620.10%9,143CommonNONE
893641100TDGTRANSDIGM GROUP INC$1570.09%128CommonNONE
040413106ANETEURARISTA NETWORKS INC$1560.09%535CommonNONE
464288885EFGISHARES TR$1540.09%1,484CommonNONE
464287150ITOTISHARES TR$1520.09%1,329CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1500.09%1,014CommonNONE
922908751VBVANGUARD INDEX FDS$1490.09%654CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$1490.09%4,365CommonNONE
833034101SNASNAP ON INC$1480.09%500CommonNONE
464287432TLTISHARES TR$1470.09%1,578CommonNONE
464287655IWMISHARES TR$1470.09%695CommonNONE
81762P102NOWSERVICENOW INC$1470.09%194CommonNONE
854502101SWKSTANLEY BLACK &DECKER INC$1450.09%1,479CommonNONE
871829107SYYSYSCO CORP$1430.09%1,759CommonNONE
H1467J104CBCHUBB LIMITED$1430.09%552CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$1430.09%1,886CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1420.09%4,897CommonNONE
59156R108METMETLIFE INC$1390.08%1,888CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1380.08%2,364CommonNONE
46432F339QUALISHARES TR$1380.08%847CommonNONE
803054204SAPSAP SE$1380.08%710CommonNONE
74340W103PLDPROLOGIS INC.$1370.08%1,049CommonNONE
806857108SLBSCHLUMBERGER LTD$1370.08%2,505CommonNONE
718172109PMPHILIP MORRIS INTL INC$1360.08%1,481CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$1320.08%2,271CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$1300.08%837CommonNONE
26614N102DDDUPONT DE NEMOURS INC$1280.08%1,653CommonNONE
761152107RMDRESMED INC$1270.08%640CommonNONE
579780206MKCMCCORMICK &CO INC$1270.08%1,649CommonNONE
192025104CODORUS VY BANCORP INC$1260.08%5,517CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$1260.08%9,574CommonNONE
617446448MSMORGAN STANLEY$1240.07%1,335CommonNONE
37954Y715BOTZGLOBAL X FDS$1230.07%3,856CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$1230.07%1,188CommonNONE
33740U851XPNDFIRST TR EXCHNG TRADED FD VI$1220.07%4,600CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$1220.07%2,640CommonNONE
464287887IJTISHARES TR$1180.07%912CommonSOLE
464287861IEVISHARES TR$1170.07%2,100CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1160.07%2,755CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1150.07%562CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1130.07%349CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1130.07%2,893CommonNONE
922908512VOEVANGUARD INDEX FDS$1130.07%727CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$1120.07%1,135CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$1100.07%3,002CommonNONE
872590104TMUST-MOBILE US INC$1100.07%673CommonNONE
369550108GDGENERAL DYNAMICS CORP$1090.07%387CommonNONE
020002101ALLALLSTATE CORP$1070.06%615CommonNONE
701094104PHPARKER-HANNIFIN CORP$1070.06%193CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1050.06%1,485CommonNONE
92204A801VAWVANGUARD WORLD FD$1040.06%510CommonNONE
464288828IHFISHARES TR$1020.06%1,865CommonNONE
29250N105ENBENBRIDGE INC$1010.06%2,775CommonNONE
29670G102WTRGESSENTIAL UTILS INC$1010.06%2,738CommonNONE
46432F834IXUSISHARES TR$1000.06%1,463CommonNONE
902681105UGIUGI CORP NEW$990.06%4,078CommonNONE
45783Y756BUFBINNOVATOR ETFS TRUST$990.06%3,360CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$990.06%749CommonNONE
78464A359CWBSPDR SER TR$970.06%1,319CommonNONE
46428Q109SLVISHARES SILVER TR$970.06%4,254CommonNONE
02209S103MOALTRIA GROUP INC$950.06%2,150CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$950.06%561CommonNONE
863667101SYKSTRYKER CORPORATION$940.06%264CommonNONE
464288240ACWXISHARES TR$930.06%1,747CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$920.06%2,391CommonNONE
071813109BAXBAXTER INTL INC$920.06%2,139CommonNONE
806407102HSICHENRY SCHEIN INC$920.06%1,220CommonNONE
464287119ILCGISHARES TR$910.05%1,200CommonNONE
704326107PAYXPAYCHEX INC$910.05%747CommonNONE
747316107KWRQUAKER HOUGHTON$900.05%440CommonNONE
464287234EEMISHARES TR$890.05%2,166CommonNONE
636180101NFGNATIONAL FUEL GAS CO$890.05%1,650CommonNONE
46429B663HDVISHARES TR$880.05%792CommonNONE
34965K107FTREFORTREA HLDGS INC$870.05%2,149CommonNONE
046353108AZNNASTRAZENECA PLC$860.05%1,247CommonNONE
464287812IYKISHARES TR$850.05%1,260CommonNONE
464287556IBBISHARES TR$830.05%609CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$810.05%1,926CommonNONE
513272104LWLAMB WESTON HLDGS INC$800.05%746CommonNONE
443573100HUBSHUBSPOT INC$800.05%128CommonNONE
550021109LULULULULEMON ATHLETICA INC$800.05%204CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$800.05%2,415CommonNONE
032654105ADIANALOG DEVICES INC$760.05%389CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$760.05%3,179CommonNONE
G29183103ETNEATON CORP PLC$750.04%235CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$750.04%2,050CommonNONE
25746U109DDOMINION ENERGY INC$750.04%1,525CommonNONE
92204A884VOXVANGUARD WORLD FD$740.04%561CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$730.04%25CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$720.04%759CommonNONE
773903109ROKROCKWELL AUTOMATION INC$720.04%248CommonNONE
92556V106VTRSVIATRIS INC$710.04%5,984CommonNONE
892331307TMTOYOTA MOTOR CORP$690.04%275CommonNONE
29444U700EQIXEQUINIX INC$690.04%85CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$690.04%172CommonNONE
418056107HASHASBRO INC$690.04%1,209CommonNONE
03073E105CORCENCORA INC$680.04%279CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$680.04%730CommonNONE
45687V106IRINGERSOLL RAND INC$680.04%714CommonNONE
74347X831TQQQPROSHARES TR$670.04%1,090CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$660.04%136CommonNONE
922908553VNQVANGUARD INDEX FDS$660.04%757CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$660.04%600CommonNONE
452308109ITWILLINOIS TOOL WKS INC$660.04%244CommonNONE
780259305SHELSHELL PLC$660.04%1,001CommonNONE
695156109PKGPACKAGING CORP AMER$660.04%350CommonNONE
464287630IWNISHARES TR$650.04%414CommonNONE
075887109BDXBECTON DICKINSON &CO$650.04%259CommonNONE
922908595VBKVANGUARD INDEX FDS$650.04%247CommonNONE
37733W204GSKGSK PLC$650.04%1,523CommonNONE
681919106OMCOMNICOM GROUP INC$640.04%659CommonNONE
609207105MDLZMONDELEZ INTL INC$640.04%908CommonNONE
97717W505DONWISDOMTREE TR$640.04%1,315CommonNONE
74762E102QUREQUANTA SVCS INC$630.04%243CommonNONE
253868103DLRDIGITAL RLTY TR INC$610.04%420CommonNONE
G5960L103MDTMEDTRONIC PLC$610.04%710CommonNONE
988498101YUMYUM BRANDS INC$600.04%429CommonNONE
260003108DOVDOVER CORP$600.04%340CommonNONE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$600.04%1,000CommonNONE
37954Y855LITGLOBAL X FDS$600.04%1,318CommonNONE
464288687PFFISHARES TR$600.04%1,862CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$600.04%327CommonNONE
097023105BABOEING CO$570.03%294CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$570.03%826CommonNONE
654106103NKENIKE INC$560.03%612CommonNONE
78468R853SPSMSPDR SER TR$560.03%1,285CommonNONE
571903202MARMARRIOTT INTL INC NEW$560.03%222CommonNONE
55261F104MTBM &T BK CORP$560.03%390CommonNONE
882508104TXNTEXAS INSTRS INC$560.03%320CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$560.03%989CommonNONE
22822V101CCICROWN CASTLE INC$550.03%515CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$540.03%7,663CommonNONE
842587107SOSOUTHERN CO$540.03%758CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$520.03%500CommonNONE
055622104BPBP PLC$520.03%1,358CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$510.03%1,014CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$500.03%583CommonNONE
254709108DFSEURDISCOVER FINL SVCS$500.03%381CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$490.03%438CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$480.03%968CommonNONE
670346105NUENUCOR CORP$480.03%240CommonNONE
855244109SBUXSTARBUCKS CORP$480.03%531CommonNONE
04010L103ARCCARES CAPITAL CORP$480.03%2,300CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$480.03%352CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$470.03%1,319CommonNONE
56167N753MANAGED PORTFOLIO SERIES$470.03%983CommonNONE
80105N105SNYSANOFI$470.03%965CommonNONE
98978V103ZTSZOETIS INC$460.03%270CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$460.03%200CommonNONE
48251W104KKRKKR &CO INC$450.03%450CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$440.03%1,400CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$440.03%3,694CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$440.03%555CommonNONE
37940X102GPNGLOBAL PMTS INC$440.03%334CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$430.03%575CommonNONE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$430.03%1,250CommonNONE
784117103SEICSEI INVTS CO$430.03%600CommonNONE
98419M100XYLXYLEM INC$430.03%339CommonNONE
25459W458SOXLDIREXION SHS ETF TR$420.03%901CommonNONE
464287176TIPISHARES TR$420.03%383CommonNONE
67073B106JPCNUVEEN PFD &INCOME OPPORTUN$410.02%5,732CommonNONE
46284V101IRMIRON MTN INC DEL$400.02%500CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$400.02%100CommonNONE
89151E109TTENTOTALENERGIES SE$400.02%581CommonNONE
890110109TMPTOMPKINS FINL CORP$400.02%797CommonNONE
95058W100WENWENDYS CO$400.02%2,125CommonNONE
136375102CNICANADIAN NATL RY CO$400.02%300CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$400.02%1,328CommonNONE
871607107SNPSSYNOPSYS INC$400.02%70CommonNONE
37954Y632AIQGLOBAL X FDS$400.02%1,165CommonNONE
46438F101IBITISHARES BITCOIN TR$400.02%1,000CommonNONE
922908629VOVANGUARD INDEX FDS$390.02%158CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$390.02%876CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$390.02%713CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$390.02%2,000CommonNONE
723787107PXDEURPIONEER NAT RES CO$390.02%150CommonNONE
487836108KKELLANOVA$380.02%661CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$380.02%279CommonNONE
97717W604DESWISDOMTREE TR$380.02%1,162CommonNONE
501044101KRKROGER CO$370.02%637CommonNONE
892356106TSCOTRACTOR SUPPLY CO$370.02%142CommonNONE
74348A467NOBLPROSHARES TR$370.02%358CommonNONE
043113208ARTNAARTESIAN RES CORP$370.02%1,000CommonNONE
464287762IYHISHARES TR$360.02%585CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$360.02%146CommonNONE
G0176J109ALLEALLEGION PLC$360.02%270CommonNONE
22052L104CTVACORTEVA INC$350.02%613CommonSOLE
464288273SCZISHARES TR$350.02%547CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$350.02%323CommonNONE
46435U556ARTYISHARES TR$350.02%1,030CommonNONE
92537N108VRTVERTIV HOLDINGS CO$340.02%429CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$340.02%450CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$340.02%394CommonNONE
56035L104MAINMAIN STR CAP CORP$330.02%700CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$330.02%527CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$320.02%450CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$320.02%57CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$310.02%284CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$300.02%2,221CommonNONE
817565104SCISERVICE CORP INTL$300.02%400CommonNONE
247361702DALDELTA AIR LINES INC DEL$300.02%615CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$300.02%670CommonNONE
89469A104THSTREEHOUSE FOODS INC$290.02%726CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$290.02%30CommonNONE
125523100CITHE CIGNA GROUP$290.02%79CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$290.02%271CommonNONE
G6095L109APTIV PLC$280.02%351CommonNONE
33740F433GJUNFIRST TR EXCHNG TRADED FD VI$280.02%815CommonNONE
337932107FEFIRSTENERGY CORP$270.02%700CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$270.02%480CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$270.02%271CommonNONE
832696405SJMSMUCKER J M CO$260.02%203CommonNONE
92204A405VFHVANGUARD WORLD FD$260.02%251CommonNONE
464288752ITBISHARES TR$260.02%225CommonNONE
78468R788SPYDSPDR SER TR$250.01%614CommonNONE
260557103DOWDOW INC$250.01%433CommonNONE
12811P108XCHYXCALAMOS CONV &HIGH INCOME F$250.01%2,100CommonNONE
922908538VOTVANGUARD INDEX FDS$250.01%103CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$240.01%122CommonNONE
376536108GOODGLADSTONE COMMERCIAL CORP$240.01%1,700CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$240.01%116CommonNONE
256677105DGDOLLAR GEN CORP NEW$240.01%152CommonNONE
670928100NUVNUVEEN MUN VALUE FD INC$230.01%2,695CommonNONE
92939U106WECWEC ENERGY GROUP INC$230.01%281CommonNONE
74347B169ONLNPROSHARES TR$230.01%563CommonNONE
09260D107BXBLACKSTONE INC$230.01%175CommonNONE
808524706SCHESCHWAB STRATEGIC TR$230.01%967CommonNONE
756109104OREALTY INCOME CORP$220.01%400CommonNONE
46435G672IAGGISHARES TR$220.01%446CommonNONE
921937827BSVVANGUARD BD INDEX FDS$220.01%287CommonNONE
87612E106TGTTARGET CORP$220.01%124CommonNONE
67080R102NPFDNUVEEN VRIABL RAT PFD &INM$220.01%1,208CommonNONE
314211103FHIFEDERATED HERMES INC$220.01%615CommonNONE
921937793BLVVANGUARD BD INDEX FDS$210.01%289CommonNONE
82710M100SILKUSDSILK RD MED INC$210.01%1,150CommonNONE
219350105GLWCORNING INC$210.01%625CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$210.01%354CommonNONE
125269100CFCF INDS HLDGS INC$210.01%250CommonNONE
92912T100XIGDXVOYA GLBL EQTY DIV &PREM OP$210.01%4,000CommonNONE
928377100VSTOEURVISTA OUTDOOR INC$210.01%648CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$210.01%580CommonNONE
518439104ELLAUDER ESTEE COS INC$210.01%136CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$200.01%509CommonNONE
406216101HALHALLIBURTON CO$200.01%523CommonNONE
565849106MRO*MARATHON OIL CORP$200.01%708CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$200.01%400CommonNONE
879105104THQABRDN HEALTHCARE OPPORTUNITI$200.01%1,000CommonNONE
489170100KMTKENNAMETAL INC$200.01%800CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$200.01%370CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$190.01%388CommonNONE
150185106CEDAR FAIR L P$190.01%446CommonNONE
74347B680REGLPROSHARES TR$190.01%234CommonNONE
46137V571PGJINVESCO EXCHANGE TRADED FD T$190.01%775CommonNONE
64828T201RITMRITHM CAPITAL CORP$190.01%1,700CommonNONE
G54950103LINLINDE PLC$190.01%42CommonNONE
37954Y830COPXGLOBAL X FDS$190.01%440CommonNONE
17133Q502CHTCHUNGHWA TELECOM CO LTD$180.01%450CommonNONE
464287291IXNISHARES TR$180.01%250CommonNONE
640491106NEOGNEOGEN CORP$180.01%1,107CommonNONE
30161N101EXCEXELON CORP$180.01%474CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$180.01%336CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$180.01%496CommonNONE
067901108ABXBARRICK GOLD CORP$180.01%1,091CommonNONE
27828Y108ETVEATON VANCE TAX-MANAGED BUY-$170.01%1,300CommonNONE
064058100BKBANK NEW YORK MELLON CORP$170.01%298CommonNONE
252131107DXCMDEXCOM INC$170.01%127CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$170.01%206CommonNONE
H01301128ALCALCON AG$170.01%205CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$170.01%17CommonNONE
494368103KMBKIMBERLY-CLARK CORP$170.01%130CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$170.01%500CommonNONE
74347R842UWMPROSHARES TR$160.01%400CommonNONE
808524607SCHASCHWAB STRATEGIC TR$160.01%330CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$160.01%2,069CommonNONE
00214Q500PRNTARK ETF TR$160.01%725CommonNONE
921937819BIVVANGUARD BD INDEX FDS$160.01%217CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$160.01%800CommonNONE
023608102AEEAMEREN CORP$150.01%200CommonNONE
517834107LVSLAS VEGAS SANDS CORP$150.01%300CommonNONE
08160H101BHEBENCHMARK ELECTRS INC$150.01%496CommonNONE
74347X864UPROPROSHARES TR$150.01%218CommonNONE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$150.01%200CommonNONE
405552100HLNHALEON PLC$150.01%1,734CommonNONE
46436E502TECBISHARES TR$150.01%300CommonNONE
783859101STBAS &T BANCORP INC$150.01%464CommonNONE
316092204FDISFIDELITY COVINGTON TRUST$150.01%184CommonNONE
78463X848CWISPDR INDEX SHS FDS$140.01%480CommonNONE
354613101BENFRANKLIN RESOURCES INC$140.01%500CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$140.01%41CommonNONE
46432F388VLUEISHARES TR$140.01%135CommonNONE
835699307SONYSONY GROUP CORP$140.01%161CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$140.01%73CommonNONE
91913Y100VLOVALERO ENERGY CORP$140.01%81CommonNONE
412822108HOGHARLEY DAVIDSON INC$130.01%306CommonNONE
464288661IEIISHARES TR$130.01%111CommonNONE
464287697IDUISHARES TR$130.01%150CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$130.01%141CommonSOLE
687380105ORRFORRSTOWN FINL SVCS INC$130.01%500CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$130.01%126CommonNONE
115637209BF/BBROWN FORMAN CORP$130.01%250CommonNONE
95040Q104WELLWELLTOWER INC$130.01%142CommonNONE
464286665EPPISHARES INC$130.01%300CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$130.01%360CommonNONE
852234103XYZBLOCK INC$130.01%160CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$120.01%117CommonNONE
03152W109AM6AMICUS THERAPEUTICS INC$120.01%1,000CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$120.01%139CommonNONE
363576109AJGGALLAGHER ARTHUR J &CO$120.01%46CommonNONE
464287465EFAISHARES TR$120.01%155CommonNONE
172908105CTASCINTAS CORP$120.01%17CommonNONE
668771108GENGEN DIGITAL INC$120.01%541CommonNONE

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.