MondegarAI
HAZLETT, BURT & WATSON, INC.

Q2 2024 · 13F-HR

HAZLETT, BURT & WATSON, INC.holdings as filed

Filed 2024-08-07 · accession 0000046392-24-000004

$194,164
Reported value
714
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 714

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$10,9095.62%51,816CommonNONE
46090E103QQQINVESCO QQQ TR$9,8215.06%20,482CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$9,6294.96%123,905CommonNONE
594918104MSFTMICROSOFT CORP$7,1853.70%16,075CommonNONE
023135106AMZNAMAZON COM INC$5,2502.70%27,111CommonNONE
30231G102XOMEXXON MOBIL CORP$3,7401.93%32,489CommonNONE
67066G104NVDANVIDIA CORPORATION$3,2791.69%26,525CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2,8771.48%6,522CommonNONE
46434V621DGROISHARES TR$2,6121.35%45,300CommonNONE
464287168DVYISHARES TR$2,5931.34%21,432CommonNONE
478160104JNJJOHNSON &JOHNSON$2,5901.33%17,742CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2,5891.33%5,540CommonNONE
742718109PGPROCTER AND GAMBLE CO$2,5831.33%15,689CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2,5491.31%6,261CommonNONE
92204A702VGTVANGUARD WORLD FD$2,2621.16%3,924CommonNONE
46625H100JPMJPMORGAN CHASE &CO.$2,2071.14%10,914CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2,2001.13%12,073CommonNONE
437076102HDHOME DEPOT INC$2,0351.05%5,910CommonNONE
907818108UNPUNION PAC CORP$1,8930.97%8,360CommonNONE
921910840MGVVANGUARD WORLD FD$1,8620.96%15,713CommonNONE
464288810IHIISHARES TR$1,8440.95%32,884CommonNONE
68389X105ORCLORACLE CORP$1,8120.93%12,834CommonNONE
713448108PEPPEPSICO INC$1,7740.91%10,777CommonNONE
427866108HSYHERSHEY CO$1,7250.89%9,398CommonNONE
02079K305GOOGLALPHABET INC$1,6370.84%8,993CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1,6180.83%1,899CommonNONE
00287Y109ABBVABBVIE INC$1,6020.83%9,354CommonNONE
11135F101AVGOBROADCOM INC$1,4630.75%911CommonNONE
69374H881COWZPACER FDS TR$1,3950.72%25,613CommonNONE
670100205NVONOVO-NORDISK A S$1,3890.72%9,708CommonNONE
369550108GDGENERAL DYNAMICS CORP$1,3650.70%4,706CommonNONE
02079K107GOOGALPHABET INC$1,3460.69%7,328CommonNONE
92826C839VVISA INC$1,2750.66%4,851CommonNONE
532457108LLYELI LILLY &CO$1,2290.63%1,349CommonNONE
92189F643MOATVANECK ETF TRUST$1,2280.63%14,174CommonNONE
37954Y673PAVEGLOBAL X FDS$1,1720.60%31,725CommonNONE
595112103MUMICRON TECHNOLOGY INC$1,1570.60%8,803CommonNONE
97717X669DGRWWISDOMTREE TR$1,0880.56%13,983CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1,0530.54%18,526CommonNONE
020002101ALLALLSTATE CORP$1,0370.53%6,490CommonNONE
149123101CATCATERPILLAR INC$1,0170.52%3,055CommonNONE
031162100AMGNAMGEN INC$1,0150.52%3,253CommonNONE
166764100CVXCHEVRON CORP NEW$1,0110.52%6,465CommonNONE
194162103CLCOLGATE PALMOLIVE CO$9760.50%10,031CommonNONE
75513E101RTXRTX CORPORATION$9700.50%9,667CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$9100.47%8,780CommonNONE
464287549IGMISHARES TR$9060.47%9,616CommonNONE
291011104EMREMERSON ELEC CO$8990.46%8,160CommonNONE
191216100KOCOCA COLA CO$8910.46%14,029CommonNONE
N07059210ASMLASML HOLDING N V$8710.45%852CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$8660.45%16,884CommonNONE
464287705IJJISHARES TR$8650.45%7,631CommonNONE
038222105AMATAPPLIED MATLS INC$8460.44%3,585CommonNONE
464288653TLHISHARES TR$8330.43%8,088CommonNONE
00724F101ADBEADOBE INC$7550.39%1,357CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$7540.39%8,046CommonNONE
79466L302CRMSALESFORCE INC$7540.39%2,939CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$7500.39%14,081CommonNONE
464287879IJSISHARES TR$7440.38%7,649CommonNONE
30303M102METAMETA PLATFORMS INC$7390.38%1,455CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7210.37%1,304CommonNONE
254687106DISDISNEY WALT CO$6940.36%7,019CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$6690.34%4,300CommonNONE
464287309IVWISHARES TR$6560.34%7,096CommonNONE
464287614IWFISHARES TR$6520.34%1,795CommonNONE
69374H857CALFPACER FDS TR$6490.33%14,973CommonNONE
921937835BNDVANGUARD BD INDEX FDS$6470.33%8,984CommonNONE
458140100INTCINTEL CORP$6400.33%20,770CommonNONE
464287408IVEISHARES TR$6250.32%3,416CommonNONE
360271100FULTFULTON FINL CORP PA$6210.32%36,513CommonNONE
58933Y105MRKMERCK &CO INC$6010.31%4,852CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$5870.30%1,085CommonNONE
165167735EXECHESAPEAKE ENERGY CORP$5790.30%7,050CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5740.30%13,907CommonNONE
254709108DFSEURDISCOVER FINL SVCS$5630.29%4,302CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$5610.29%8,788CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5390.28%989CommonNONE
02209S103MOALTRIA GROUP INC$5350.28%11,745CommonNONE
747525103QCOMQUALCOMM INC$5290.27%2,652CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$5280.27%12,337CommonNONE
17275R102CSCOCISCO SYS INC$5180.27%10,913CommonNONE
438516106HONHONEYWELL INTL INC$5030.26%2,358CommonNONE
26875P101EOGEOG RES INC$5030.26%4,000CommonNONE
872540109TJXTJX COS INC NEW$4890.25%4,422CommonNONE
37954Y384BUGGLOBAL X FDS$4860.25%16,299CommonNONE
443510607HUBBHUBBELL INC$4830.25%1,322CommonNONE
060505104BACBANK AMERICA CORP$4770.25%11,964CommonNONE
025816109AXPAMERICAN EXPRESS CO$4690.24%2,026CommonNONE
464287507IJHISHARES TR$4670.24%7,956CommonNONE
78464A763SDYSPDR SER TR$4640.24%3,645CommonNONE
89832Q109TFCTRUIST FINL CORP$4620.24%11,917CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$4610.24%3,320CommonNONE
717081103PFEPFIZER INC$4560.23%16,268CommonNONE
244199105DEDEERE &CO$4550.23%1,218CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4520.23%3,117CommonNONE
78463V107GLDSPDR GOLD TR$4470.23%2,087CommonNONE
49456B101KMIKINDER MORGAN INC DEL$4410.23%22,188CommonNONE
504922105LHLABCORP HOLDINGS INC$4390.23%2,151CommonNONE
33939L662HYGVFLEXSHARES TR$4360.22%10,802CommonNONE
231021106CMICUMMINS INC$4290.22%1,540CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$4190.22%1,095CommonNONE
931142103WMTWALMART INC$4170.21%6,177CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$4140.21%4,101CommonNONE
97717W307DLNWISDOMTREE TR$4050.21%5,569CommonNONE
46137Y401CZAINVESCO EXCHANGE TRADED FD T$4030.21%4,121CommonNONE
464287606IJKISHARES TR$3950.20%4,483CommonNONE
09247X101BLKCHFBLACKROCK INC$3880.20%492CommonNONE
718546104PSXPHILLIPS 66$3840.20%2,720CommonNONE
46434V456IQLTISHARES TR$3830.20%9,879CommonNONE
921910816MGKVANGUARD WORLD FD$3770.19%1,197CommonNONE
20825C104COPCONOCOPHILLIPS$3680.19%3,206CommonNONE
464287598IWDISHARES TR$3670.19%2,093CommonNONE
002824100ABTABBOTT LABS$3640.19%3,500CommonNONE
904767704UNILEVER PLC$3630.19%6,606CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3610.19%705CommonNONE
464287200IVVISHARES TR$3570.18%653CommonNONE
88160R101TSLATESLA INC$3500.18%1,754CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$3400.18%4,430CommonNONE
693506107PPGPPG INDS INC$3370.17%2,691CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$3370.17%1,491CommonNONE
922908769VTIVANGUARD INDEX FDS$3350.17%1,249CommonNONE
718172109PMPHILIP MORRIS INTL INC$3340.17%3,283CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$3330.17%6,750CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$3310.17%2,852CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3280.17%7,960CommonNONE
922908363VOOVANGUARD INDEX FDS$3280.17%654CommonNONE
922908744VTVVANGUARD INDEX FDS$3250.17%2,031CommonNONE
548661107LOWLOWES COS INC$3230.17%1,457CommonNONE
69351T106PPLPPL CORP$3230.17%11,722CommonNONE
922908637VVVANGUARD INDEX FDS$3140.16%1,257CommonNONE
464287325IXJISHARES TR$3100.16%3,329CommonNONE
922908611VBRVANGUARD INDEX FDS$3100.16%1,706CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$3080.16%4,729CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$3030.16%4,440CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$3030.16%2,488CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3010.16%1,263CommonNONE
94106L109WMWASTE MGMT INC DEL$2940.15%1,380CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2930.15%867CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2920.15%647CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$2910.15%3,945CommonNONE
369604301GEGE AEROSPACE$2890.15%1,820CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$2870.15%2,226CommonNONE
855244109SBUXSTARBUCKS CORP$2850.15%3,663CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$2830.15%5,634CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2830.15%6,823CommonNONE
464287523SOXXISHARES TR$2820.15%1,145CommonNONE
46432F842IEFAISHARES TR$2760.14%3,776CommonNONE
922908736VUGVANGUARD INDEX FDS$2730.14%735CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2710.14%1,263CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$2660.14%810CommonNONE
464287481IWPISHARES TR$2660.14%2,387CommonNONE
969457100WMBWILLIAMS COS INC$2630.14%6,160CommonNONE
65339F101NEENEXTERA ENERGY INC$2620.13%3,741CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2570.13%2,156CommonNONE
235851102DHRDANAHER CORPORATION$2560.13%1,021CommonNONE
21036P108STZCONSTELLATION BRANDS INC$2510.13%970CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$2490.13%3,958CommonNONE
126408103CSXCSX CORP$2430.13%7,304CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$2430.13%2,753CommonNONE
744320102PRUPRUDENTIAL FINL INC$2420.12%2,059CommonNONE
053332102AZOAUTOZONE INC$2420.12%82CommonNONE
040413106ANETEURARISTA NETWORKS INC$2340.12%665CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2280.12%2,200CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$2240.12%911CommonNONE
45782C367IAPRINNOVATOR ETFS TRUST$2220.11%8,228CommonNONE
20030N101CMCSACOMCAST CORP NEW$2210.11%5,650CommonNONE
92204A108VCRVANGUARD WORLD FD$2210.11%708CommonNONE
009158106APDAIR PRODS &CHEMS INC$2210.11%853CommonNONE
949746101WMT2WELLS FARGO CO NEW$2190.11%3,687CommonNONE
66987V109NVSNOVARTIS AG$2180.11%2,059CommonNONE
92189F205SLXVANECK ETF TRUST$2180.11%3,325CommonNONE
92204A603VISVANGUARD WORLD FD$2180.11%926CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2150.11%1,331CommonNONE
776696106ROPROPER TECHNOLOGIES INC$2090.11%369CommonNONE
464287473IWSISHARES TR$2090.11%1,731CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$2090.11%2,752CommonNONE
46434G103IEMGISHARES INC$2090.11%3,841CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$2080.11%2,851CommonNONE
56585A102MPCMARATHON PETE CORP$2040.11%1,176CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$2040.11%6,511CommonNONE
64110L106NFLXNETFLIX INC$2000.10%301CommonNONE
375558103GILDGILEAD SCIENCES INC$1990.10%2,900CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$1970.10%3,375CommonNONE
464288877EFVISHARES TR$1960.10%3,653CommonNONE
46434V613IUSBISHARES TR$1950.10%4,337CommonNONE
580135101MCDMCDONALDS CORP$1930.10%762CommonSOLE
929160109VMCVULCAN MATLS CO$1910.10%770CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1910.10%1,896CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1880.10%3,240CommonNONE
92204A504VHTVANGUARD WORLD FD$1870.10%704CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$1860.10%1,935CommonNONE
31428X106FDXFEDEX CORP$1850.10%620CommonNONE
78464A664SPTLSPDR SER TR$1840.09%6,749CommonNONE
46432F834IXUSISHARES TR$1840.09%2,736CommonNONE
464287499IWRISHARES TR$1820.09%2,246CommonNONE
646025106NJRNEW JERSEY RES CORP$1770.09%4,140CommonNONE
337738108FISVFISERV INC$1760.09%1,178CommonNONE
46429B697USMVISHARES TR$1750.09%2,078CommonNONE
00206R102TAT&T INC$1720.09%9,067CommonNONE
25243Q205DEODIAGEO PLC$1710.09%1,345CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1710.09%563CommonNONE
464287226AGGISHARES TR$1700.09%1,753CommonNONE
81762P102NOWSERVICENOW INC$1670.09%212CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1650.08%906CommonNONE
872590104TMUST-MOBILE US INC$1650.08%933CommonNONE
26614N102DDDUPONT DE NEMOURS INC$1650.08%2,033CommonNONE
893641100TDGTRANSDIGM GROUP INC$1630.08%128CommonNONE
464287804IJRISHARES TR$1610.08%1,505CommonNONE
464288885EFGISHARES TR$1590.08%1,560CommonNONE
950810101WSBCWESBANCO INC$1570.08%5,636CommonNONE
526057104LENLENNAR CORP$1540.08%1,024CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1540.08%342CommonNONE
464287150ITOTISHARES TR$1530.08%1,297CommonNONE
806857108SLBSCHLUMBERGER LTD$1520.08%3,258CommonNONE
579780206MKCMCCORMICK &CO INC$1520.08%2,141CommonNONE
46432F339QUALISHARES TR$1460.08%853CommonNONE
H1467J104CBCHUBB LIMITED$1460.08%572CommonNONE
464287432TLTISHARES TR$1460.08%1,601CommonNONE
803054204SAPSAP SE$1430.07%710CommonNONE
G4388N106HELEHELEN OF TROY LTD$1430.07%1,540CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$1430.07%837CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1420.07%4,904CommonNONE
37954Y715BOTZGLOBAL X FDS$1410.07%4,606CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$1400.07%1,886CommonNONE
126650100CVSCVS HEALTH CORP$1390.07%2,346CommonNONE
46428Q109SLVISHARES SILVER TR$1380.07%5,151CommonNONE
372460105GPCGENUINE PARTS CO$1380.07%1,000CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1380.07%2,375CommonNONE
464287655IWMISHARES TR$1370.07%671CommonNONE
922908751VBVANGUARD INDEX FDS$1370.07%635CommonNONE
617446448MSMORGAN STANLEY$1350.07%1,391CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1350.07%979CommonNONE
464287887IJTISHARES TR$1350.07%1,054CommonNONE
046353108AZNNASTRAZENECA PLC$1330.07%1,712CommonNONE
192025104CODORUS VY BANCORP INC$1330.07%5,517CommonNONE
863667101SYKSTRYKER CORPORATION$1320.07%389CommonNONE
832696405SJMSMUCKER J M CO$1310.07%1,203CommonNONE
833034101SNASNAP ON INC$1300.07%500CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$1300.07%9,610CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$1290.07%3,425CommonNONE
33740U851XPNDFIRST TR EXCHNG TRADED FD VI$1290.07%4,600CommonNONE
871829107SYYSYSCO CORP$1260.06%1,760CommonNONE
59156R108METMETLIFE INC$1260.06%1,805CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1230.06%1,950CommonNONE
78468R853SPSMSPDR SER TR$1220.06%2,957CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1210.06%2,756CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$1210.06%3,435CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1210.06%2,626CommonNONE
761152107RMDRESMED INC$1210.06%640CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$1200.06%2,640CommonNONE
854502101SWKSTANLEY BLACK &DECKER INC$1190.06%1,479CommonNONE
74340W103PLDPROLOGIS INC.$1180.06%1,049CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1170.06%1,685CommonNONE
29250N105ENBENBRIDGE INC$1170.06%3,290CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1160.06%216CommonNONE
464287861IEVISHARES TR$1150.06%2,100CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$1130.06%3,012CommonNONE
253868103DLRDIGITAL RLTY TR INC$1100.06%720CommonNONE
464288240ACWXISHARES TR$1080.06%2,040CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1050.05%2,744CommonNONE
G29183103ETNEATON CORP PLC$1050.05%330CommonNONE
29670G102WTRGESSENTIAL UTILS INC$1010.05%2,754CommonNONE
922908512VOEVANGUARD INDEX FDS$1000.05%657CommonNONE
92204A801VAWVANGUARD WORLD FD$990.05%510CommonNONE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$990.05%1,760CommonNONE
701094104PHPARKER-HANNIFIN CORP$980.05%193CommonNONE
464287119ILCGISHARES TR$980.05%1,200CommonNONE
464287234EEMISHARES TR$970.05%2,285CommonNONE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$970.05%2,735CommonNONE
78464A359CWBSPDR SER TR$960.05%1,321CommonNONE
902681105UGIUGI CORP NEW$940.05%4,092CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$930.05%562CommonNONE
452308109ITWILLINOIS TOOL WKS INC$920.05%385CommonNONE
443573100HUBSHUBSPOT INC$910.05%153CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$910.05%842CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$910.05%2,391CommonNONE
032654105ADIANALOG DEVICES INC$900.05%390CommonNONE
636180101NFGNATIONAL FUEL GAS CO$890.05%1,650CommonNONE
704326107PAYXPAYCHEX INC$880.05%748CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$840.04%411CommonNONE
464287812IYKISHARES TR$830.04%1,260CommonNONE
464287556IBBISHARES TR$830.04%609CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$820.04%186CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$810.04%2,415CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$810.04%749CommonNONE
92204A884VOXVANGUARD WORLD FD$780.04%561CommonNONE
97717W604DESWISDOMTREE TR$760.04%2,439CommonNONE
25746U109DDOMINION ENERGY INC$750.04%1,525CommonNONE
747316107KWRQUAKER HOUGHTON$740.04%440CommonNONE
780259305SHELSHELL PLC$730.04%1,005CommonNONE
071813109BAXBAXTER INTL INC$730.04%2,139CommonNONE
806407102HSICHENRY SCHEIN INC$710.04%1,120CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$700.04%760CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$690.04%2,917CommonNONE
74762E102QUREQUANTA SVCS INC$690.04%273CommonNONE
773903109ROKROCKWELL AUTOMATION INC$680.04%248CommonNONE
464288828IHFISHARES TR$670.03%1,274CommonNONE
36828A101GEVGE VERNOVA INC$660.03%375CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$650.03%327CommonNONE
075887109BDXBECTON DICKINSON &CO$650.03%280CommonNONE
45687V106IRINGERSOLL RAND INC$650.03%714CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$640.03%730CommonNONE
29444U700EQIXEQUINIX INC$640.03%85CommonNONE
55261F104MTBM &T BK CORP$640.03%416CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$640.03%826CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$640.03%200CommonNONE
695156109PKGPACKAGING CORP AMER$640.03%350CommonNONE
513272104LWLAMB WESTON HLDGS INC$630.03%746CommonNONE
464287630IWNISHARES TR$630.03%414CommonNONE
92556V106VTRSVIATRIS INC$630.03%5,985CommonNONE
882508104TXNTEXAS INSTRS INC$620.03%321CommonNONE
922908595VBKVANGUARD INDEX FDS$620.03%247CommonNONE
550021109LULULULULEMON ATHLETICA INC$610.03%204CommonNONE
260003108DOVDOVER CORP$610.03%340CommonNONE
609207105MDLZMONDELEZ INTL INC$600.03%908CommonNONE
681919106OMCOMNICOM GROUP INC$590.03%659CommonNONE
842587107SOSOUTHERN CO$590.03%758CommonNONE
37733W204GSKGSK PLC$580.03%1,524CommonNONE
922908553VNQVANGUARD INDEX FDS$570.03%679CommonNONE
988498101YUMYUM BRANDS INC$570.03%429CommonNONE
34965K107FTREFORTREA HLDGS INC$570.03%2,449CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$560.03%1,293CommonNONE
501044101KRKROGER CO$560.03%1,137CommonNONE
892331307TMTOYOTA MOTOR CORP$560.03%275CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$550.03%995CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$540.03%600CommonNONE
097023105BABOEING CO$540.03%294CommonNONE
571903202MARMARRIOTT INTL INC NEW$540.03%222CommonNONE
03073E105CORCENCORA INC$530.03%234CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$520.03%1,023CommonNONE
37954Y855LITGLOBAL X FDS$520.03%1,318CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$510.03%438CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$510.03%7,597CommonNONE
22822V101CCICROWN CASTLE INC$500.03%515CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$500.03%500CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$490.03%450CommonNONE
48251W104KKRKKR &CO INC$490.03%450CommonNONE
055622104BPBP PLC$490.03%1,359CommonNONE
464288687PFFISHARES TR$490.03%1,527CommonNONE
98978V103ZTSZOETIS INC$480.02%270CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$480.02%279CommonNONE
04010L103ARCCARES CAPITAL CORP$480.02%2,300CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$480.02%1,400CommonNONE
80105N105SNYSANOFI$470.02%965CommonNONE
654106103NKENIKE INC$470.02%612CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$460.02%583CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$460.02%973CommonNONE
98419M100XYLXYLEM INC$460.02%341CommonNONE
46284V101IRMIRON MTN INC DEL$450.02%500CommonNONE
G54950103LINLINDE PLC$440.02%98CommonNONE
56167N753MANAGED PORTFOLIO SERIES$440.02%983CommonNONE
260557103DOWDOW INC$430.02%812CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$430.02%576CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$430.02%854CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$430.02%111CommonNONE
37954Y632AIQGLOBAL X FDS$420.02%1,165CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$420.02%1,319CommonNONE
67073B106JPCNUVEEN PFD &INCOME OPPORTUN$420.02%5,793CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$410.02%716CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$400.02%146CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$400.02%740CommonNONE
G5960L103MDTMEDTRONIC PLC$400.02%511CommonNONE
45783Y756BUFBINNOVATOR ETFS TRUST$400.02%1,300CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$400.02%1,345CommonNONE
89151E109TTENTOTALENERGIES SE$390.02%581CommonNONE
922908629VOVANGUARD INDEX FDS$390.02%158CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$390.02%555CommonNONE
890110109TMPTOMPKINS FINL CORP$390.02%797CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$390.02%287CommonNONE
892356106TSCOTRACTOR SUPPLY CO$380.02%142CommonNONE
487836108KKELLANOVA$380.02%661CommonNONE
784117103SEICSEI INVTS CO$380.02%600CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$380.02%2,000CommonNONE
670346105NUENUCOR CORP$380.02%240CommonNONE
34959J108FTVFORTIVE CORP$370.02%500CommonNONE
95058W100WENWENDYS CO$360.02%2,125CommonNONE
464287762IYHISHARES TR$360.02%585CommonNONE
74347G705DIGPROSHARES TR$360.02%862CommonNONE
136375102CNICANADIAN NATL RY CO$350.02%300CommonNONE
043113208ARTNAARTESIAN RES CORP$350.02%1,000CommonNONE
56035L104MAINMAIN STR CAP CORP$350.02%700CommonNONE
464288273SCZISHARES TR$350.02%552CommonNONE
46438F101IBITISHARES BITCOIN TR$340.02%1,000CommonNONE
92537N108VRTVERTIV HOLDINGS CO$340.02%385CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$340.02%41CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$340.02%450CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$340.02%323CommonNONE
46429B663HDVISHARES TR$330.02%302CommonNONE
37940X102GPNGLOBAL PMTS INC$330.02%336CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$330.02%100CommonNONE
82509L107SHOPSHOPIFY INC$330.02%500CommonNONE
22052L104CTVACORTEVA INC$330.02%613CommonNONE
G0176J109ALLEALLEGION PLC$320.02%270CommonNONE
92338C103VLTOVERALTO CORP$320.02%336CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$320.02%284CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$320.02%950CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$320.02%637CommonNONE
82710M100SILKUSDSILK RD MED INC$310.02%1,150CommonNONE
871607107SNPSSYNOPSYS INC$300.02%50CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$300.02%2,291CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$300.02%670CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$300.02%1,038CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$300.02%2,221CommonNONE
808524706SCHESCHWAB STRATEGIC TR$290.01%1,070CommonNONE
247361702DALDELTA AIR LINES INC DEL$290.01%616CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$280.01%848CommonNONE
817565104SCISERVICE CORP INTL$280.01%400CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$280.01%437CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$280.01%280CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$280.01%1,343CommonNONE
74348A467NOBLPROSHARES TR$270.01%284CommonNONE
337932107FEFIRSTENERGY CORP$270.01%700CommonNONE
89469A104THSTREEHOUSE FOODS INC$270.01%726CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$260.01%116CommonNONE
125523100CITHE CIGNA GROUP$260.01%79CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$260.01%271CommonNONE
064058100BKBANK NEW YORK MELLON CORP$260.01%434CommonNONE
G6095L109APTIV PLC$250.01%351CommonNONE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$250.01%600CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$250.01%521CommonNONE
78468R788SPYDSPDR SER TR$250.01%614CommonNONE
92204A405VFHVANGUARD WORLD FD$250.01%251CommonNONE
150185106CEDAR FAIR L P$240.01%448CommonNONE
928377100VSTOEURVISTA OUTDOOR INC$240.01%648CommonNONE
376536108GOODGLADSTONE COMMERCIAL CORP$240.01%1,700CommonNONE
172967424CCITIGROUP INC$240.01%375CommonNONE
922908538VOTVANGUARD INDEX FDS$240.01%103CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$230.01%122CommonNONE
464288752ITBISHARES TR$230.01%225CommonNONE
92939U106WECWEC ENERGY GROUP INC$230.01%282CommonNONE
46435U853USHYISHARES TR$230.01%635CommonNONE
67080R102NPFDNUVEEN VRIABL RAT PFD &INM$230.01%1,233CommonNONE
670928100NUVNUVEEN MUN VALUE FD INC$230.01%2,722CommonNONE
12811P108XCHYXCALAMOS CONV &HIGH INCOME F$230.01%2,100CommonNONE
46435G672IAGGISHARES TR$220.01%446CommonNONE
921937827BSVVANGUARD BD INDEX FDS$220.01%287CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$220.01%1,952CommonNONE
09260D107BXBLACKSTONE INC$210.01%175CommonNONE
92912T100XIGDXVOYA GLBL EQTY DIV &PREM OP$210.01%4,000CommonNONE
08160H101BHEBENCHMARK ELECTRS INC$210.01%498CommonNONE
756109104OREALTY INCOME CORP$210.01%400CommonNONE
565849106MRO*MARATHON OIL CORP$210.01%758CommonNONE
256677105DGDOLLAR GEN CORP NEW$210.01%152CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$210.01%580CommonNONE
464287291IXNISHARES TR$200.01%250CommonNONE
921937793BLVVANGUARD BD INDEX FDS$200.01%289CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$200.01%251CommonNONE
33740F433GJUNFIRST TR EXCHNG TRADED FD VI$200.01%570CommonNONE
37954Y830COPXGLOBAL X FDS$200.01%440CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$200.01%305CommonNONE
97717W505DONWISDOMTREE TR$200.01%440CommonNONE
83444M101SOLVSOLVENTUM CORP$200.01%387CommonNONE
314211103FHIFEDERATED HERMES INC$200.01%615CommonNONE
879105104THQABRDN HEALTHCARE OPPORTUNITI$200.01%1,000CommonNONE
87612E106TGTTARGET CORP$190.01%125CommonNONE
125269100CFCF INDS HLDGS INC$190.01%250CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$190.01%400CommonNONE
489170100KMTKENNAMETAL INC$190.01%800CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$190.01%389CommonNONE
067901108ABXBARRICK GOLD CORP$190.01%1,091CommonNONE
64828T201RITMRITHM CAPITAL CORP$190.01%1,700CommonNONE
494368103KMBKIMBERLY-CLARK CORP$180.01%130CommonNONE
17133Q502CHTCHUNGHWA TELECOM CO LTD$180.01%450CommonNONE
406216101HALHALLIBURTON CO$180.01%525CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$180.01%370CommonNONE
640491106NEOGNEOGEN CORP$180.01%1,107CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$170.01%336CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$170.01%1,909CommonNONE
46435U713IFRAISHARES TR$170.01%419CommonNONE
219350105GLWCORNING INC$170.01%426CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$170.01%85CommonNONE
46137V571PGJINVESCO EXCHANGE TRADED FD T$170.01%775CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$160.01%509CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$160.01%800CommonNONE
30161N101EXCEXELON CORP$160.01%474CommonNONE
H01301128ALCALCON AG$160.01%180CommonNONE
23331A109DHID R HORTON INC$160.01%117CommonNONE
921937819BIVVANGUARD BD INDEX FDS$160.01%218CommonNONE
025072539AMERICAN CENTY ETF TR$150.01%400CommonNONE
46436E502TECBISHARES TR$150.01%300CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$150.01%14CommonNONE
783859101STBAS &T BANCORP INC$150.01%464CommonNONE
95040Q104WELLWELLTOWER INC$150.01%142CommonNONE
00214Q500PRNTARK ETF TR$140.01%725CommonNONE
808524607SCHASCHWAB STRATEGIC TR$140.01%299CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$140.01%181CommonNONE
023608102AEEAMEREN CORP$140.01%200CommonNONE
252131107DXCMDEXCOM INC$140.01%127CommonNONE
78463X848CWISPDR INDEX SHS FDS$140.01%480CommonNONE
281020107EIXEDISON INTL$140.01%192CommonNONE
687380105ORRFORRSTOWN FINL SVCS INC$140.01%500CommonNONE
78409V104SPGIS&P GLOBAL INC$140.01%29CommonNONE
668771108GENGEN DIGITAL INC$140.01%541CommonNONE
27828Y108ETVEATON VANCE TAX-MANAGED BUY-$140.01%1,023CommonNONE
518439104ELLAUDER ESTEE COS INC$130.01%125CommonNONE
91913Y100VLOVALERO ENERGY CORP$130.01%82CommonNONE
902973304USBUS BANCORP DEL$130.01%323CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$130.01%360CommonNONE
517834107LVSLAS VEGAS SANDS CORP$130.01%300CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$130.01%141CommonNONE

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.