MondegarAI
HAZLETT, BURT & WATSON, INC.

Q3 2024 · 13F-HR

HAZLETT, BURT & WATSON, INC.holdings as filed

Filed 2024-10-30 · accession 0000046392-24-000007

$217,355
Reported value
727
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 727

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$12,1665.60%52,190CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$10,5674.86%125,011CommonNONE
46090E103QQQINVESCO QQQ TR$10,1984.69%20,912CommonNONE
594918104MSFTMICROSOFT CORP$6,9043.18%16,037CommonNONE
023135106AMZNAMAZON COM INC$5,1632.38%27,741CommonNONE
30231G102XOMEXXON MOBIL CORP$4,0091.84%34,140CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3,3651.55%5,752CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3,3031.52%6,692CommonNONE
478160104JNJJOHNSON &JOHNSON$3,0821.42%19,040CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2,9311.35%6,365CommonNONE
464287168DVYISHARES TR$2,8161.30%20,831CommonNONE
742718109PGPROCTER AND GAMBLE CO$2,7311.26%15,742CommonNONE
46434V621DGROISHARES TR$2,7201.25%43,387CommonNONE
67066G104NVDANVIDIA CORPORATION$2,5711.18%21,191CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2,4161.11%12,190CommonNONE
46625H100JPMJPMORGAN CHASE &CO.$2,3451.08%11,128CommonNONE
437076102HDHOME DEPOT INC$2,3071.06%5,700CommonNONE
92204A702VGTVANGUARD WORLD FD$2,3021.06%3,926CommonNONE
68389X105ORCLORACLE CORP$2,1861.01%12,835CommonNONE
427866108HSYHERSHEY CO$2,1691.00%11,315CommonNONE
921910840MGVVANGUARD WORLD FD$2,1420.99%16,685CommonNONE
907818108UNPUNION PAC CORP$2,0630.95%8,360CommonNONE
00287Y109ABBVABBVIE INC$1,8580.85%9,416CommonNONE
464288810IHIISHARES TR$1,8430.85%31,067CommonNONE
235851102DHRDANAHER CORPORATION$1,8300.84%6,581CommonNONE
69374H881COWZPACER FDS TR$1,8010.83%31,264CommonNONE
11135F101AVGOBROADCOM INC$1,7990.83%10,428CommonNONE
713448108PEPPEPSICO INC$1,7400.80%10,217CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1,6840.77%1,903CommonNONE
37954Y673PAVEGLOBAL X FDS$1,6020.74%39,091CommonNONE
92189F643MOATVANECK ETF TRUST$1,5630.72%16,128CommonNONE
02079K305GOOGLALPHABET INC$1,5280.70%9,217CommonNONE
75513E101RTXRTX CORPORATION$1,4750.68%12,176CommonNONE
369550108GDGENERAL DYNAMICS CORP$1,4480.67%4,787CommonNONE
92826C839VVISA INC$1,3640.63%4,952CommonNONE
532457108LLYELI LILLY &CO$1,2930.59%1,458CommonNONE
02079K107GOOGALPHABET INC$1,2630.58%7,555CommonNONE
149123101CATCATERPILLAR INC$1,2390.57%3,160CommonNONE
020002101ALLALLSTATE CORP$1,2310.57%6,490CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$1,2190.56%10,635CommonNONE
97717X669DGRWWISDOMTREE TR$1,2160.56%14,617CommonNONE
291011104EMREMERSON ELEC CO$1,1730.54%10,742CommonNONE
670100205NVONOVO-NORDISK A S$1,1580.53%9,720CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$1,1360.52%20,390CommonNONE
595112103MUMICRON TECHNOLOGY INC$1,0760.50%10,362CommonNONE
464287614IWFISHARES TR$1,0470.48%2,777CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1,0290.47%9,938CommonNONE
031162100AMGNAMGEN INC$1,0230.47%3,185CommonNONE
166764100CVXCHEVRON CORP NEW$1,0140.47%6,881CommonNONE
191216100KOCOCA COLA CO$1,0100.46%14,074CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$9710.45%16,542CommonNONE
464288653TLHISHARES TR$9670.44%8,869CommonNONE
464287705IJJISHARES TR$9510.44%7,677CommonNONE
30303M102METAMETA PLATFORMS INC$9500.44%1,662CommonNONE
464287549IGMISHARES TR$9330.43%9,718CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$8920.41%4,850CommonNONE
438516106HONHONEYWELL INTL INC$8810.41%4,256CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$8540.39%1,379CommonNONE
79466L302CRMSALESFORCE INC$8410.39%3,065CommonNONE
69374H857CALFPACER FDS TR$8410.39%17,976CommonNONE
260003108DOVDOVER CORP$8320.38%4,340CommonNONE
464287879IJSISHARES TR$8300.38%7,702CommonNONE
464287309IVWISHARES TR$7920.36%8,263CommonNONE
464287408IVEISHARES TR$7860.36%3,985CommonNONE
78468R721TFISPDR SER TR$7840.36%16,739CommonNONE
038222105AMATAPPLIED MATLS INC$7770.36%3,839CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$7760.36%8,046CommonNONE
00724F101ADBEADOBE INC$7750.36%1,488CommonNONE
464287598IWDISHARES TR$6770.31%3,572CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$6680.31%15,165CommonNONE
N07059210ASMLASML HOLDING N V$6570.30%788CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$6460.30%1,200CommonNONE
360271100FULTFULTON FINL CORP PA$6230.29%34,418CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$6150.28%13,759CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$6120.28%3,728CommonNONE
254709108DFSEURDISCOVER FINL SVCS$6030.28%4,302CommonNONE
21036P108STZCONSTELLATION BRANDS INC$5940.27%2,303CommonNONE
921937835BNDVANGUARD BD INDEX FDS$5920.27%7,882CommonNONE
46432F842IEFAISHARES TR$5890.27%7,539CommonNONE
58933Y105MRKMERCK &CO INC$5860.27%5,128CommonNONE
025816109AXPAMERICAN EXPRESS CO$5840.27%2,153CommonNONE
254687106DISDISNEY WALT CO$5800.27%6,028CommonNONE
69355J104SDHYPGIM SHORT DUR HIG YLD OPP F$5800.27%34,815CommonNONE
17275R102CSCOCISCO SYS INC$5790.27%10,868CommonSOLE
46434V456IQLTISHARES TR$5740.26%13,734CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$5720.26%19,197CommonNONE
02209S103MOALTRIA GROUP INC$5680.26%11,137CommonNONE
443510607HUBBHUBBELL INC$5660.26%1,322CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5590.26%975CommonNONE
37954Y384BUGGLOBAL X FDS$5440.25%17,653CommonNONE
165167735EXECHESAPEAKE ENERGY CORP$5430.25%6,610CommonNONE
64110L106NFLXNETFLIX INC$5360.25%750CommonNONE
231021106CMICUMMINS INC$5210.24%1,619CommonNONE
747525103QCOMQUALCOMM INC$5200.24%3,061CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$5080.23%7,547CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$5040.23%6,273CommonNONE
09247X101BLKCHFBLACKROCK INC$5000.23%523CommonSOLE
060505104BACBANK AMERICA CORP$4960.23%12,464CommonNONE
931142103WMTWALMART INC$4950.23%6,104CommonNONE
89832Q109TFCTRUIST FINL CORP$4940.23%11,531CommonNONE
26875P101EOGEOG RES INC$4920.23%4,000CommonNONE
78463V107GLDSPDR GOLD TR$4920.23%2,019CommonNONE
49456B101KMIKINDER MORGAN INC DEL$4910.23%22,188CommonNONE
78464A763SDYSPDR SER TR$4880.22%3,438CommonNONE
504922105LHLABCORP HOLDINGS INC$4810.22%2,151CommonNONE
45782C367IAPRINNOVATOR ETFS TRUST$4730.22%16,624CommonNONE
464287507IJHISHARES TR$4730.22%7,552CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$4690.22%14,769CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4690.22%8,882CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4660.21%3,020CommonNONE
717081103PFEPFIZER INC$4510.21%15,479CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$4460.21%3,751CommonNONE
97717W307DLNWISDOMTREE TR$4390.20%5,579CommonNONE
464287200IVVISHARES TR$4340.20%756CommonNONE
244199105DEDEERE &CO$4320.20%1,032CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$4290.20%4,106CommonNONE
904767704UNILEVER PLC$4270.20%6,606CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4210.19%7,107CommonNONE
464287606IJKISHARES TR$4200.19%4,565CommonNONE
46137Y401CZAINVESCO EXCHANGE TRADED FD T$4180.19%3,859CommonNONE
921910816MGKVANGUARD WORLD FD$4180.19%1,299CommonNONE
78464A664SPTLSPDR SER TR$4160.19%14,215CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$4120.19%5,115CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4080.19%695CommonNONE
579780206MKCMCCORMICK &CO INC$4060.19%4,903CommonNONE
548661107LOWLOWES COS INC$4010.18%1,476CommonNONE
718172109PMPHILIP MORRIS INTL INC$3990.18%3,285CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3960.18%5,256CommonNONE
458140100INTCINTEL CORP$3930.18%16,807CommonNONE
369604301GEGE AEROSPACE$3900.18%2,069CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$3830.18%775CommonNONE
69351T106PPLPPL CORP$3610.17%10,895CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3610.17%7,968CommonNONE
922908744VTVVANGUARD INDEX FDS$3560.16%2,046CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3530.16%3,945CommonNONE
693506107PPGPPG INDS INC$3490.16%2,633CommonNONE
922908363VOOVANGUARD INDEX FDS$3460.16%654CommonNONE
718546104PSXPHILLIPS 66$3430.16%2,611CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$3400.16%4,734CommonNONE
697435105PANWPALO ALTO NETWORKS INC$3390.16%991CommonNONE
46434G103IEMGISHARES INC$3380.16%5,892CommonNONE
20825C104COPCONOCOPHILLIPS$3380.16%3,208CommonNONE
65339F101NEENEXTERA ENERGY INC$3380.16%4,000CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$3350.15%2,488CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$3330.15%6,449CommonNONE
922908611VBRVANGUARD INDEX FDS$3310.15%1,660CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$3270.15%3,136CommonNONE
464287325IXJISHARES TR$3260.15%3,329CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$3230.15%1,432CommonNONE
922908736VUGVANGUARD INDEX FDS$3230.15%839CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$3190.15%2,187CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$3150.14%810CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$3130.14%3,761CommonNONE
655844108NSCNORFOLK SOUTHN CORP$3110.14%1,254CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3110.14%1,120CommonNONE
922908637VVVANGUARD INDEX FDS$3090.14%1,182CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$3020.14%2,753CommonNONE
922908769VTIVANGUARD INDEX FDS$2960.14%1,045CommonNONE
78463X202FEZSPDR INDEX SHS FDS$2940.14%5,489CommonNONE
464287481IWPISHARES TR$2920.13%2,479CommonNONE
94106L109WMWASTE MGMT INC DEL$2900.13%1,396CommonNONE
872590104TMUST-MOBILE US INC$2870.13%1,396CommonNONE
969457100WMBWILLIAMS COS INC$2820.13%6,160CommonNONE
040413106ANETEURARISTA NETWORKS INC$2780.13%722CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2720.13%2,126CommonNONE
922908751VBVANGUARD INDEX FDS$2650.12%1,119CommonNONE
464287523SOXXISHARES TR$2640.12%1,145CommonNONE
33939L662HYGVFLEXSHARES TR$2590.12%6,200CommonNONE
053332102AZOAUTOZONE INC$2580.12%82CommonNONE
34959J108FTVFORTIVE CORP$2560.12%3,250CommonNONE
464287473IWSISHARES TR$2540.12%1,932CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$2530.12%3,240CommonNONE
744320102PRUPRUDENTIAL FINL INC$2530.12%2,080CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$2530.12%3,850CommonNONE
126408103CSXCSX CORP$2520.12%7,304CommonNONE
88160R101TSLATESLA INC$2490.11%948CommonSOLE
92338C103VLTOVERALTO CORP$2440.11%2,185CommonNONE
375558103GILDGILEAD SCIENCES INC$2430.11%2,900CommonNONE
92204A603VISVANGUARD WORLD FD$2420.11%926CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2410.11%2,200CommonNONE
009158106APDAIR PRODS &CHEMS INC$2380.11%800CommonNONE
66987V109NVSNOVARTIS AG$2370.11%2,059CommonNONE
92204A108VCRVANGUARD WORLD FD$2360.11%696CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$2350.11%2,026CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$2330.11%901CommonNONE
464287432TLTISHARES TR$2290.11%2,331CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$2210.10%2,754CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$2180.10%408CommonNONE
20030N101CMCSACOMCAST CORP NEW$2170.10%5,240CommonNONE
075887109BDXBECTON DICKINSON &CO$2140.10%888CommonNONE
337738108FISVFISERV INC$2120.10%1,178CommonNONE
46434V613IUSBISHARES TR$2050.09%4,350CommonNONE
464288877EFVISHARES TR$2050.09%3,583CommonNONE
776696106ROPROPER TECHNOLOGIES INC$2050.09%369CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$2010.09%2,761CommonNONE
46432F834IXUSISHARES TR$1990.09%2,736CommonNONE
92204A504VHTVANGUARD WORLD FD$1990.09%704CommonNONE
464287499IWRISHARES TR$1980.09%2,247CommonNONE
81762P102NOWSERVICENOW INC$1970.09%219CommonNONE
646025106NJRNEW JERSEY RES CORP$1950.09%4,140CommonNONE
929160109VMCVULCAN MATLS CO$1940.09%770CommonNONE
56585A102MPCMARATHON PETE CORP$1920.09%1,176CommonNONE
526057104LENLENNAR CORP$1920.09%1,024CommonNONE
46429B697USMVISHARES TR$1900.09%2,087CommonNONE
00206R102TAT&T INC$1890.09%8,591CommonNONE
25243Q205DEODIAGEO PLC$1880.09%1,345CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1870.09%666CommonNONE
701094104PHPARKER-HANNIFIN CORP$1850.09%291CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1850.09%523CommonNONE
872540109TJXTJX COS INC NEW$1840.08%1,567CommonNONE
26614N102DDDUPONT DE NEMOURS INC$1820.08%2,034CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1820.08%907CommonNONE
893641100TDGTRANSDIGM GROUP INC$1820.08%128CommonNONE
464287150ITOTISHARES TR$1810.08%1,424CommonNONE
949746101WMT2WELLS FARGO CO NEW$1790.08%3,169CommonNONE
H1467J104CBCHUBB LIMITED$1770.08%613CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1770.08%362CommonNONE
464287226AGGISHARES TR$1730.08%1,708CommonNONE
31428X106FDXFEDEX CORP$1710.08%620CommonNONE
950810101WSBCWESBANCO INC$1690.08%5,636CommonNONE
464288885EFGISHARES TR$1670.08%1,555CommonNONE
46432F339QUALISHARES TR$1660.08%929CommonNONE
46428Q109SLVISHARES SILVER TR$1650.08%5,811CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1640.08%1,216CommonNONE
854502101SWKSTANLEY BLACK &DECKER INC$1630.07%1,479CommonNONE
126650100CVSCVS HEALTH CORP$1630.07%2,575CommonNONE
92537N108VRTVERTIV HOLDINGS CO$1590.07%1,625CommonSOLE
761152107RMDRESMED INC$1550.07%640CommonNONE
580135101MCDMCDONALDS CORP$1550.07%508CommonNONE
464287887IJTISHARES TR$1530.07%1,094CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$1520.07%1,886CommonNONE
92189F205SLXVANECK ETF TRUST$1520.07%2,175CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1510.07%1,465CommonNONE
G29183103ETNEATON CORP PLC$1490.07%451CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1490.07%2,379CommonNONE
37954Y715BOTZGLOBAL X FDS$1480.07%4,609CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$1460.07%837CommonNONE
832696405SJMSMUCKER J M CO$1460.07%1,203CommonNONE
617446448MSMORGAN STANLEY$1450.07%1,395CommonNONE
372460105GPCGENUINE PARTS CO$1450.07%1,035CommonNONE
833034101SNASNAP ON INC$1440.07%500CommonNONE
046353108AZNNASTRAZENECA PLC$1430.07%1,828CommonNONE
863667101SYKSTRYKER CORPORATION$1420.07%396CommonNONE
78468R853SPSMSPDR SER TR$1390.06%3,046CommonNONE
806857108SLBSCHLUMBERGER LTD$1350.06%3,218CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1330.06%2,756CommonNONE
33740U851XPNDFIRST TR EXCHNG TRADED FD VI$1320.06%4,600CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$1320.06%9,645CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1310.06%228CommonNONE
74340W103PLDPROLOGIS INC.$1300.06%1,019CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1290.06%2,701CommonNONE
803054204SAPSAP SE$1280.06%560CommonNONE
59156R108METMETLIFE INC$1260.06%1,521CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$1250.06%2,640CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$1240.06%3,435CommonNONE
871829107SYYSYSCO CORP$1240.06%1,599CommonNONE
464287861IEVISHARES TR$1220.06%2,100CommonNONE
464287655IWMISHARES TR$1220.06%556CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1190.05%457CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$1190.05%3,014CommonNONE
29250N105ENBENBRIDGE INC$1170.05%2,859CommonNONE
464288240ACWXISHARES TR$1170.05%2,040CommonNONE
74762E102QUREQUANTA SVCS INC$1170.05%395CommonNONE
36828A101GEVGE VERNOVA INC$1170.05%459CommonNONE
464287234EEMISHARES TR$1110.05%2,410CommonNONE
922908512VOEVANGUARD INDEX FDS$1100.05%657CommonNONE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$1100.05%1,810CommonNONE
29670G102WTRGESSENTIAL UTILS INC$1080.05%2,771CommonNONE
92204A801VAWVANGUARD WORLD FD$1080.05%510CommonNONE
464287804IJRISHARES TR$1070.05%915CommonNONE
002824100ABTABBOTT LABS$1060.05%924CommonNONE
855244109SBUXSTARBUCKS CORP$1060.05%1,101CommonSOLE
219350105GLWCORNING INC$1050.05%2,340CommonNONE
78464A359CWBSPDR SER TR$1050.05%1,372CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1050.05%2,539CommonNONE
902681105UGIUGI CORP NEW$1030.05%4,107CommonNONE
345370860FFORD MTR CO$1020.05%9,570CommonNONE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$1010.05%2,735CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1010.05%563CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$1000.05%2,391CommonNONE
636180101NFGNATIONAL FUEL GAS CO$1000.05%1,650CommonNONE
464287119ILCGISHARES TR$1000.05%1,200CommonNONE
704326107PAYXPAYCHEX INC$960.04%715CommonNONE
G4388N106HELEHELEN OF TROY LTD$950.04%1,540CommonNONE
452308109ITWILLINOIS TOOL WKS INC$940.04%357CommonNONE
842587107SOSOUTHERN CO$930.04%1,033CommonNONE
464287812IYKISHARES TR$890.04%1,260CommonNONE
464287556IBBISHARES TR$890.04%609CommonNONE
98419M100XYLXYLEM INC$880.04%656CommonNONE
25746U109DDOMINION ENERGY INC$880.04%1,525CommonNONE
03073E105CORCENCORA INC$880.04%389CommonNONE
253868103DLRDIGITAL RLTY TR INC$880.04%539CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$870.04%411CommonNONE
97717W604DESWISDOMTREE TR$850.04%2,457CommonNONE
032654105ADIANALOG DEVICES INC$840.04%365CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$830.04%2,375CommonNONE
882508104TXNTEXAS INSTRS INC$800.04%388CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$790.04%2,743CommonNONE
609207105MDLZMONDELEZ INTL INC$780.04%1,058CommonNONE
29444U700EQIXEQUINIX INC$770.04%85CommonNONE
695156109PKGPACKAGING CORP AMER$750.03%350CommonNONE
747316107KWRQUAKER HOUGHTON$740.03%440CommonNONE
464288828IHFISHARES TR$730.03%1,274CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$730.03%1,267CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$720.03%2,933CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$720.03%200CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$710.03%441CommonNONE
806407102HSICHENRY SCHEIN INC$710.03%970CommonNONE
55261F104MTBM &T BK CORP$700.03%390CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$700.03%659CommonNONE
45687V106IRINGERSOLL RAND INC$700.03%714CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$700.03%730CommonNONE
464287630IWNISHARES TR$700.03%415CommonNONE
92556V106VTRSVIATRIS INC$690.03%5,985CommonNONE
681919106OMCOMNICOM GROUP INC$680.03%659CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$680.03%826CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$670.03%721CommonNONE
922908595VBKVANGUARD INDEX FDS$670.03%247CommonNONE
773903109ROKROCKWELL AUTOMATION INC$670.03%249CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$670.03%1,346CommonNONE
464288687PFFISHARES TR$660.03%2,019CommonNONE
501044101KRKROGER CO$660.03%1,137CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$660.03%760CommonNONE
071813109BAXBAXTER INTL INC$650.03%1,675CommonNONE
780259305SHELSHELL PLC$650.03%996CommonNONE
443573100HUBSHUBSPOT INC$640.03%120CommonSOLE
37733W204GSKGSK PLC$630.03%1,525CommonNONE
513272104LWLAMB WESTON HLDGS INC$630.03%977CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$620.03%1,298CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$610.03%1,000CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$610.03%385CommonNONE
22822V101CCICROWN CASTLE INC$610.03%515CommonNONE
988498101YUMYUM BRANDS INC$600.03%429CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$600.03%600CommonNONE
48251W104KKRKKR &CO INC$590.03%450CommonNONE
46284V101IRMIRON MTN INC DEL$590.03%500CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$590.03%500CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$570.03%1,400CommonNONE
80105N105SNYSANOFI$560.03%965CommonNONE
550021109LULULULULEMON ATHLETICA INC$550.03%204CommonNONE
571903202MARMARRIOTT INTL INC NEW$550.03%222CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$540.02%7,595CommonNONE
58155Q103MCKMCKESSON CORP$540.02%114CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$540.02%486CommonNONE
922908629VOVANGUARD INDEX FDS$540.02%204CommonNONE
487836108KKELLANOVA$530.02%661CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$530.02%1,032CommonNONE
98978V103ZTSZOETIS INC$520.02%270CommonNONE
654106103NKENIKE INC$520.02%590CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$510.02%296CommonNONE
G6095L109APTIV PLC$500.02%702CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$500.02%583CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$500.02%111CommonNONE
56167N753MANAGED PORTFOLIO SERIES$490.02%987CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$490.02%1,263CommonNONE
34965K107FTREFORTREA HLDGS INC$490.02%2,449CommonNONE
892331307TMTOYOTA MOTOR CORP$490.02%275CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$480.02%1,319CommonNONE
82509L107SHOPSHOPIFY INC$480.02%600CommonNONE
04010L103ARCCARES CAPITAL CORP$480.02%2,300CommonNONE
67073B106JPCNUVEEN PFD &INCOME OPPORTUN$480.02%5,876CommonNONE
890110109TMPTOMPKINS FINL CORP$460.02%797CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$450.02%854CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$450.02%746CommonNONE
260557103DOWDOW INC$440.02%812CommonNONE
512807108LRCXEURLAM RESEARCH CORP$440.02%54CommonNONE
G54950103LINLINDE PLC$430.02%90CommonNONE
37954Y632AIQGLOBAL X FDS$430.02%1,165CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$430.02%1,351CommonNONE
09260D107BXBLACKSTONE INC$430.02%276CommonNONE
784117103SEICSEI INVTS CO$420.02%600CommonNONE
892356106TSCOTRACTOR SUPPLY CO$410.02%142CommonNONE
92204A884VOXVANGUARD WORLD FD$400.02%278CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$400.02%555CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$400.02%2,000CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$400.02%719CommonNONE
G0176J109ALLEALLEGION PLC$390.02%270CommonNONE
172967424CCITIGROUP INC$390.02%635CommonNONE
055622104BPBP PLC$390.02%1,253CommonNONE
464287762IYHISHARES TR$380.02%585CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$380.02%157CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$380.02%175CommonNONE
89151E109TTENTOTALENERGIES SE$380.02%581CommonNONE
928881101VNTVONTIER CORPORATION$370.02%1,100CommonNONE
95058W100WENWENDYS CO$370.02%2,125CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$370.02%450CommonNONE
025072539AMERICAN CENTY ETF TR$370.02%925CommonNONE
92939U106WECWEC ENERGY GROUP INC$370.02%379CommonNONE
043113208ARTNAARTESIAN RES CORP$370.02%1,000CommonNONE
670346105NUENUCOR CORP$360.02%240CommonNONE
464288273SCZISHARES TR$360.02%552CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$360.02%652CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$360.02%323CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$360.02%1,000CommonNONE
22052L104CTVACORTEVA INC$360.02%613CommonNONE
871607107SNPSSYNOPSYS INC$350.02%70CommonNONE
56035L104MAINMAIN STR CAP CORP$350.02%700CommonNONE
136375102CNICANADIAN NATL RY CO$350.02%300CommonNONE
46429B663HDVISHARES TR$340.02%291CommonNONE
37940X102GPNGLOBAL PMTS INC$340.02%336CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$340.02%284CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$340.02%269CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$340.02%670CommonNONE
464287440IEFISHARES TR$340.02%351CommonNONE
922908553VNQVANGUARD INDEX FDS$340.02%348CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$340.02%950CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$330.02%2,294CommonNONE
74347G705DIGPROSHARES TR$330.02%862CommonNONE
808513105SCHWSCHWAB CHARLES CORP$330.02%514CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$320.01%1,038CommonNONE
817565104SCISERVICE CORP INTL$320.01%400CommonNONE
45783Y756BUFBINNOVATOR ETFS TRUST$310.01%987CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$310.01%851CommonNONE
337932107FEFIRSTENERGY CORP$310.01%700CommonNONE
89469A104THSTREEHOUSE FOODS INC$310.01%726CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$310.01%133CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$310.01%270CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$310.01%800CommonNONE
37954Y855LITGLOBAL X FDS$300.01%700CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$300.01%2,221CommonNONE
74348A467NOBLPROSHARES TR$300.01%286CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$300.01%100CommonNONE
464288752ITBISHARES TR$290.01%225CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$290.01%127CommonNONE
125523100CITHE CIGNA GROUP$290.01%79CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$280.01%272CommonNONE
376536108GOODGLADSTONE COMMERCIAL CORP$280.01%1,700CommonNONE
92204A405VFHVANGUARD WORLD FD$280.01%251CommonNONE
03152W109AM6AMICUS THERAPEUTICS INC$280.01%2,569CommonNONE
097023105BABOEING CO$270.01%179CommonNONE
83444M101SOLVSOLVENTUM CORP$270.01%387CommonNONE
23331A109DHID R HORTON INC$260.01%135CommonNONE
808524706SCHESCHWAB STRATEGIC TR$260.01%901CommonNONE
922908538VOTVANGUARD INDEX FDS$250.01%103CommonNONE
756109104OREALTY INCOME CORP$250.01%400CommonNONE
12811P108XCHYXCALAMOS CONV &HIGH INCOME F$250.01%2,100CommonNONE
928377100VSTOEURVISTA OUTDOOR INC$250.01%648CommonNONE
032108409DIVOAMPLIFY ETF TR$250.01%625CommonNONE
670928100NUVNUVEEN MUN VALUE FD INC$250.01%2,750CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$240.01%100CommonNONE
46435U713IFRAISHARES TR$240.01%519CommonNONE
67080R102NPFDNUVEEN VRIABL RAT PFD &INM$240.01%1,266CommonNONE
92912T100XIGDXVOYA GLBL EQTY DIV &PREM OP$230.01%4,000CommonNONE
921937827BSVVANGUARD BD INDEX FDS$230.01%287CommonNONE
921937793BLVVANGUARD BD INDEX FDS$230.01%304CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$230.01%675CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$230.01%509CommonNONE
314211103FHIFEDERATED HERMES INC$230.01%615CommonNONE
97717W505DONWISDOMTREE TR$220.01%443CommonNONE
46137V571PGJINVESCO EXCHANGE TRADED FD T$220.01%775CommonNONE
46435G672IAGGISHARES TR$220.01%446CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$220.01%723CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$220.01%306CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$220.01%591CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$220.01%253CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$220.01%370CommonNONE
879105104THQABRDN HEALTHCARE OPPORTUNITI$220.01%1,000CommonNONE
444859102HUMHUMANA INC$220.01%67CommonNONE
08160H101BHEBENCHMARK ELECTRS INC$210.01%498CommonNONE
064058100BKBANK NEW YORK MELLON CORP$210.01%298CommonNONE
125269100CFCF INDS HLDGS INC$210.01%250CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$210.01%336CommonNONE
067901108ABXBARRICK GOLD CORP$210.01%1,091CommonNONE
37954Y830COPXGLOBAL X FDS$210.01%440CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$210.01%1,701CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$200.01%390CommonNONE
464287291IXNISHARES TR$200.01%250CommonNONE
64828T201RITMRITHM CAPITAL CORP$190.01%1,700CommonNONE
640491106NEOGNEOGEN CORP$190.01%1,107CommonNONE
783859101STBAS &T BANCORP INC$190.01%464CommonNONE
30161N101EXCEXELON CORP$190.01%474CommonNONE
565849106MRO*MARATHON OIL CORP$190.01%708CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$190.01%1,909CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$190.01%800CommonNONE
17133Q502CHTCHUNGHWA TELECOM CO LTD$180.01%450CommonNONE
H01301128ALCALCON AG$180.01%180CommonNONE
921937819BIVVANGUARD BD INDEX FDS$180.01%219CommonNONE
127190304CACICACI INTL INC$180.01%35CommonNONE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$180.01%402CommonNONE
74347R206QLDPROSHARES TR$180.01%175CommonNONE
95040Q104WELLWELLTOWER INC$180.01%142CommonNONE
87612E106TGTTARGET CORP$170.01%109CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$170.01%191CommonNONE
023608102AEEAMEREN CORP$170.01%200CommonNONE
256677105DGDOLLAR GEN CORP NEW$160.01%183CommonNONE
78409V104SPGIS&P GLOBAL INC$150.01%29CommonNONE
668771108GENGEN DIGITAL INC$150.01%541CommonNONE
16411R208LNGCHENIERE ENERGY INC$150.01%82CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$150.01%14CommonNONE
46436E502TECBISHARES TR$150.01%300CommonNONE
464286665EPPISHARES INC$150.01%300CommonNONE
36262G101GXOGXO LOGISTICS INCORPORATED$150.01%280CommonNONE
026874784AIGAMERICAN INTL GROUP INC$150.01%200CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$150.01%85CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$150.01%217CommonNONE
27828Y108ETVEATON VANCE TAX-MANAGED BUY-$140.01%1,046CommonNONE
172908105CTASCINTAS CORP$140.01%68CommonNONE
74347R107SSOPROSHARES TR$140.01%150CommonNONE
464287697IDUISHARES TR$140.01%134CommonNONE
036752103ELVELEVANCE HEALTH INC$140.01%28CommonNONE

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.