MondegarAI
HAZLETT, BURT & WATSON, INC.

Q4 2024 · 13F-HR

HAZLETT, BURT & WATSON, INC.holdings as filed

Filed 2025-02-12 · accession 0000046392-25-000001

$225,922
Reported value
767
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 767

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$13,9906.19%55,840CommonNONE
46090E103QQQINVESCO QQQ TR$11,0504.89%21,561CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$10,2804.55%376,106CommonNONE
594918104MSFTMICROSOFT CORP$6,9613.08%16,511CommonNONE
023135106AMZNAMAZON COM INC$6,6222.93%30,190CommonNONE
30231G102XOMEXXON MOBIL CORP$3,7671.67%35,043CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3,5501.57%6,745CommonNONE
67066G104NVDANVIDIA CORPORATION$3,4981.55%26,070CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2,8791.27%6,357CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2,8001.24%5,763CommonNONE
478160104JNJJOHNSON &JOHNSON$2,7581.22%19,085CommonNONE
742718109PGPROCTER AND GAMBLE CO$2,7441.21%16,369CommonNONE
464287168DVYISHARES TR$2,7111.20%20,633CommonNONE
46434V621DGROISHARES TR$2,6201.16%42,693CommonNONE
46625H100JPMJPMORGAN CHASE &CO.$2,6091.15%10,865CommonNONE
11135F101AVGOBROADCOM INC$2,4811.10%10,715CommonNONE
92204A702VGTVANGUARD WORLD FD$2,4431.08%3,929CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2,4311.08%12,414CommonNONE
437076102HDHOME DEPOT INC$2,2120.98%5,678CommonNONE
68389X105ORCLORACLE CORP$2,1400.95%12,835CommonNONE
921910840MGVVANGUARD WORLD FD$1,9570.87%15,682CommonNONE
427866108HSYHERSHEY CO$1,9220.85%11,354CommonNONE
907818108UNPUNION PAC CORP$1,9080.84%8,360CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1,8410.81%2,005CommonNONE
464288810IHIISHARES TR$1,7960.79%30,746CommonNONE
02079K305GOOGLALPHABET INC$1,7650.78%9,311CommonNONE
92826C839VVISA INC$1,7190.76%5,427CommonNONE
92189F643MOATVANECK ETF TRUST$1,6830.74%18,159CommonNONE
37954Y673PAVEGLOBAL X FDS$1,6710.74%41,490CommonNONE
00287Y109ABBVABBVIE INC$1,6510.73%9,277CommonNONE
69355J104SDHYPGIM SHORT DUR HIG YLD OPP F$1,6400.73%102,039CommonNONE
02079K107GOOGALPHABET INC$1,5980.71%8,401CommonNONE
69374H881COWZPACER FDS TR$1,5850.70%28,067CommonNONE
235851102DHRDANAHER CORPORATION$1,5130.67%6,587CommonNONE
713448108PEPPEPSICO INC$1,4990.66%9,851CommonNONE
75513E101RTXRTX CORPORATION$1,4120.62%12,225CommonNONE
464287408IVEISHARES TR$1,3820.61%7,236CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$1,3700.61%11,967CommonNONE
291011104EMREMERSON ELEC CO$1,3050.58%10,526CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$1,2850.57%19,613CommonNONE
464288653TLHISHARES TR$1,2790.57%12,899CommonNONE
97717X669DGRWWISDOMTREE TR$1,2780.57%15,851CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$1,2690.56%23,351CommonNONE
369550108GDGENERAL DYNAMICS CORP$1,2640.56%4,793CommonNONE
149123101CATCATERPILLAR INC$1,2580.56%3,460CommonNONE
020002101ALLALLSTATE CORP$1,2510.55%6,490CommonNONE
532457108LLYELI LILLY &CO$1,1580.51%1,498CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$1,1150.49%24,841CommonNONE
464287614IWFISHARES TR$1,1130.49%2,770CommonNONE
464287309IVWISHARES TR$1,0900.48%10,731CommonNONE
166764100CVXCHEVRON CORP NEW$1,0750.48%7,406CommonNONE
464287549IGMISHARES TR$1,0340.46%10,111CommonNONE
30303M102METAMETA PLATFORMS INC$1,0320.46%1,763CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1,0300.46%5,352CommonNONE
79466L302CRMSALESFORCE INC$1,0070.45%3,015CommonNONE
464287705IJJISHARES TR$9710.43%7,777CommonNONE
438516106HONHONEYWELL INTL INC$9640.43%4,267CommonNONE
191216100KOCOCA COLA CO$9630.43%15,488CommonNONE
64110L106NFLXNETFLIX INC$9080.40%1,021CommonNONE
69374H857CALFPACER FDS TR$9070.40%20,582CommonNONE
670100205NVONOVO-NORDISK A S$9040.40%10,461CommonNONE
464287879IJSISHARES TR$8950.40%8,235CommonNONE
194162103CLCOLGATE PALMOLIVE CO$8870.39%9,749CommonNONE
595112103MUMICRON TECHNOLOGY INC$8830.39%10,481CommonSOLE
031162100AMGNAMGEN INC$8350.37%3,197CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$8310.37%8,046CommonNONE
260003108DOVDOVER CORP$8160.36%4,350CommonNONE
N07059210ASMLASML HOLDING N V$7910.35%1,139CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7710.34%1,480CommonNONE
78468R721TFISPDR SER TR$7640.34%16,739CommonNONE
254709108DFSEURDISCOVER FINL SVCS$7450.33%4,302CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$7160.32%23,424CommonNONE
360271100FULTFULTON FINL CORP PA$6920.31%35,927CommonNONE
78464A763SDYSPDR SER TR$6810.30%5,162CommonNONE
254687106DISDISNEY WALT CO$6680.30%6,014CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$6590.29%6,610CommonNONE
00724F101ADBEADOBE INC$6590.29%1,483CommonNONE
025816109AXPAMERICAN EXPRESS CO$6510.29%2,199CommonNONE
922908363VOOVANGUARD INDEX FDS$6450.29%1,195CommonNONE
038222105AMATAPPLIED MATLS INC$6450.29%3,956CommonNONE
464287598IWDISHARES TR$6290.28%3,413CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$6190.27%1,200CommonNONE
17275R102CSCOCISCO SYS INC$6180.27%10,418CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$6170.27%22,098CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$6120.27%9,137CommonNONE
49456B101KMIKINDER MORGAN INC DEL$6060.27%22,188CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5870.26%14,663CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5830.26%996CommonNONE
02209S103MOALTRIA GROUP INC$5820.26%11,142CommonNONE
37954Y384BUGGLOBAL X FDS$5810.26%18,251CommonNONE
231021106CMICUMMINS INC$5660.25%1,620CommonNONE
921937835BNDVANGUARD BD INDEX FDS$5640.25%7,835CommonNONE
443510607HUBBHUBBELL INC$5540.25%1,322CommonNONE
09290D101BLKBLACKROCK INC$5420.24%534CommonNONE
931142103WMTWALMART INC$5360.24%5,916CommonNONE
46432F842IEFAISHARES TR$5310.24%7,540CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$5280.23%925CommonNONE
060505104BACBANK AMERICA CORP$5270.23%11,964CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$5010.22%4,089CommonNONE
89832Q109TFCTRUIST FINL CORP$5000.22%11,531CommonNONE
504922105LHLABCORP HOLDINGS INC$4940.22%2,151CommonNONE
26875P101EOGEOG RES INC$4900.22%4,000CommonNONE
464287507IJHISHARES TR$4770.21%7,650CommonNONE
921910816MGKVANGUARD WORLD FD$4710.21%1,369CommonNONE
78463V107GLDSPDR GOLD TR$4690.21%1,931CommonNONE
747525103QCOMQUALCOMM INC$4650.21%3,001CommonNONE
58933Y105MRKMERCK &CO INC$4510.20%4,556CommonNONE
464287200IVVISHARES TR$4460.20%755CommonNONE
78464A664SPTLSPDR SER TR$4460.20%17,153CommonNONE
369604301GEGE AEROSPACE$4440.20%2,645CommonNONE
21036P108STZCONSTELLATION BRANDS INC$4330.19%1,953CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$4330.19%3,751CommonNONE
97717W307DLNWISDOMTREE TR$4330.19%5,588CommonNONE
464287606IJKISHARES TR$4310.19%4,744CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$4290.19%6,285CommonNONE
69351T106PPLPPL CORP$4250.19%13,122CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4240.19%3,077CommonNONE
717081103PFEPFIZER INC$4100.18%15,404CommonNONE
244199105DEDEERE &CO$4060.18%956CommonNONE
46137Y401CZAINVESCO EXCHANGE TRADED FD T$4020.18%3,859CommonNONE
718172109PMPHILIP MORRIS INTL INC$3960.18%3,287CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$3950.17%5,203CommonSOLE
337738108FISVFISERV INC$3940.17%1,918CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3920.17%8,071CommonNONE
579780206MKCMCCORMICK &CO INC$3820.17%5,040CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$3810.17%5,450CommonNONE
904767704UNILEVER PLC$3740.17%6,607CommonNONE
040413205ANETARISTA NETWORKS INC$3720.16%3,368CommonNONE
548661107LOWLOWES COS INC$3690.16%1,496CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$3660.16%6,377CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$3620.16%6,449CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3520.16%692CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$3520.16%677CommonNONE
922908736VUGVANGUARD INDEX FDS$3490.15%846CommonNONE
697435105PANWPALO ALTO NETWORKS INC$3480.15%1,912CommonNONE
922908744VTVVANGUARD INDEX FDS$3430.15%2,022CommonNONE
20825C104COPCONOCOPHILLIPS$3370.15%3,391CommonNONE
872590104TMUST-MOBILE US INC$3350.15%1,506CommonNONE
969457100WMBWILLIAMS COS INC$3340.15%6,160CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3320.15%3,945CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3280.15%1,120CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$3280.15%2,488CommonNONE
922908611VBRVANGUARD INDEX FDS$3250.14%1,637CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3230.14%5,312CommonNONE
693506107PPGPPG INDS INC$3150.14%2,633CommonNONE
464287481IWPISHARES TR$3140.14%2,482CommonNONE
922908769VTIVANGUARD INDEX FDS$3130.14%1,080CommonNONE
458140100INTCINTEL CORP$3120.14%15,545CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$3120.14%2,753CommonNONE
718546104PSXPHILLIPS 66$3090.14%2,719CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$3090.14%1,334CommonNONE
46434V456IQLTISHARES TR$3020.13%8,207CommonNONE
922908637VVVANGUARD INDEX FDS$3010.13%1,120CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$2990.13%810CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2930.13%1,254CommonNONE
65339F101NEENEXTERA ENERGY INC$2910.13%4,063CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$2910.13%3,145CommonNONE
464287325IXJISHARES TR$2880.13%3,329CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$2840.13%6,892CommonNONE
94106L109WMWASTE MGMT INC DEL$2810.12%1,396CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$2760.12%3,240CommonNONE
88160R101TSLATESLA INC$2730.12%682CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$2720.12%2,189CommonNONE
375558103GILDGILEAD SCIENCES INC$2690.12%2,900CommonNONE
46434G103IEMGISHARES INC$2680.12%5,176CommonNONE
922908751VBVANGUARD INDEX FDS$2650.12%1,112CommonNONE
053332102AZOAUTOZONE INC$2630.12%82CommonNONE
92204A108VCRVANGUARD WORLD FD$2620.12%697CommonNONE
78463X202FEZSPDR INDEX SHS FDS$2580.11%5,339CommonNONE
464287226AGGISHARES TR$2560.11%2,628CommonNONE
464287473IWSISHARES TR$2500.11%1,937CommonNONE
464287523SOXXISHARES TR$2470.11%1,145CommonNONE
744320102PRUPRUDENTIAL FINL INC$2450.11%2,082CommonNONE
464287150ITOTISHARES TR$2440.11%1,905CommonNONE
34959J108FTVFORTIVE CORP$2440.11%3,253CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$2430.11%9,338CommonNONE
33939L662HYGVFLEXSHARES TR$2430.11%5,975CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$2400.11%901CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2390.11%1,866CommonNONE
126408103CSXCSX CORP$2360.10%7,309CommonNONE
00206R102TAT&T INC$2350.10%10,254CommonNONE
81762P102NOWSERVICENOW INC$2330.10%219CommonNONE
009158106APDAIR PRODS &CHEMS INC$2320.10%800CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$2270.10%2,471CommonNONE
92204A603VISVANGUARD WORLD FD$2260.10%888CommonNONE
92338C103VLTOVERALTO CORP$2230.10%2,187CommonNONE
949746101WMT2WELLS FARGO CO NEW$2210.10%3,169CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$2200.10%2,028CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$2160.10%2,761CommonNONE
464287432TLTISHARES TR$2140.09%2,446CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2120.09%450CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2100.09%613CommonNONE
G29183103ETNEATON CORP PLC$2100.09%626CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$2090.09%924CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$2080.09%1,889CommonNONE
950810101WSBCWESBANCO INC$2060.09%6,331CommonNONE
701094104PHPARKER-HANNIFIN CORP$2050.09%321CommonNONE
66987V109NVSNOVARTIS AG$2010.09%2,059CommonNONE
20030N101CMCSACOMCAST CORP NEW$2010.09%5,312CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2000.09%349CommonNONE
464287499IWRISHARES TR$1990.09%2,248CommonNONE
929160109VMCVULCAN MATLS CO$1980.09%770CommonNONE
464288877EFVISHARES TR$1960.09%3,697CommonNONE
46434V613IUSBISHARES TR$1950.09%4,324CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$1950.09%2,400CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1930.09%369CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$1930.09%3,850CommonNONE
646025106NJRNEW JERSEY RES CORP$1930.09%4,140CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1900.08%2,200CommonNONE
872540109TJXTJX COS INC NEW$1890.08%1,567CommonNONE
H1467J104CBCHUBB LIMITED$1850.08%667CommonNONE
922908595VBKVANGUARD INDEX FDS$1840.08%653CommonNONE
46432F834IXUSISHARES TR$1830.08%2,763CommonNONE
075887109BDXBECTON DICKINSON &CO$1820.08%795CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1820.08%515CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$1780.08%2,924CommonNONE
617446448MSMORGAN STANLEY$1760.08%1,396CommonNONE
464285204IAUISHARES GOLD TR$1740.08%3,588CommonNONE
31428X106FDXFEDEX CORP$1740.08%621CommonNONE
36828A101GEVGE VERNOVA INC$1720.08%522CommonNONE
25243Q205DEODIAGEO PLC$1710.08%1,345CommonNONE
92537N108VRTVERTIV HOLDINGS CO$1710.08%1,521CommonNONE
464287887IJTISHARES TR$1700.08%1,265CommonNONE
833034101SNASNAP ON INC$1700.08%500CommonNONE
92204A504VHTVANGUARD WORLD FD$1690.07%664CommonNONE
46429B697USMVISHARES TR$1690.07%1,907CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1680.07%3,501CommonNONE
46432F339QUALISHARES TR$1670.07%947CommonNONE
56585A102MPCMARATHON PETE CORP$1640.07%1,176CommonNONE
893641100TDGTRANSDIGM GROUP INC$1620.07%128CommonNONE
464288885EFGISHARES TR$1620.07%1,676CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$1550.07%837CommonNONE
26614N102DDDUPONT DE NEMOURS INC$1550.07%2,035CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1550.07%1,222CommonNONE
37954Y715BOTZGLOBAL X FDS$1470.07%4,609CommonNONE
580135101MCDMCDONALDS CORP$1470.07%508CommonNONE
761152107RMDRESMED INC$1460.06%640CommonNONE
46428Q109SLVISHARES SILVER TR$1450.06%5,508CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1450.06%2,521CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1440.06%684CommonNONE
78468R853SPSMSPDR SER TR$1430.06%3,168CommonNONE
863667101SYKSTRYKER CORPORATION$1420.06%396CommonNONE
33740U851XPNDFIRST TR EXCHNG TRADED FD VI$1400.06%4,600CommonNONE
526057104LENLENNAR CORP$1390.06%1,024CommonNONE
803054204SAPSAP SE$1380.06%560CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$1380.06%2,640CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$1360.06%9,722CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1350.06%2,701CommonNONE
832696405SJMSMUCKER J M CO$1320.06%1,203CommonNONE
74762E102QUREQUANTA SVCS INC$1290.06%407CommonNONE
59156R108METMETLIFE INC$1270.06%1,549CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1260.06%2,098CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$1260.06%3,435CommonNONE
046353108AZNNASTRAZENECA PLC$1260.06%1,923CommonNONE
806857108SLBSCHLUMBERGER LTD$1250.06%3,241CommonNONE
871829107SYYSYSCO CORP$1230.05%1,599CommonNONE
345370860FFORD MTR CO$1230.05%12,480CommonNONE
464287655IWMISHARES TR$1220.05%557CommonNONE
29250N105ENBENBRIDGE INC$1220.05%2,883CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1210.05%2,756CommonNONE
922908512VOEVANGUARD INDEX FDS$1210.05%749CommonNONE
464288240ACWXISHARES TR$1200.05%2,277CommonNONE
854502101SWKSTANLEY BLACK &DECKER INC$1190.05%1,479CommonNONE
372460105GPCGENUINE PARTS CO$1170.05%1,000CommonNONE
464287234EEMISHARES TR$1130.05%2,712CommonNONE
G3265R107APTVAPTIV PLC$1100.05%1,847CommonNONE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$1090.05%1,810CommonNONE
464287861IEVISHARES TR$1090.05%2,100CommonNONE
219350105GLWCORNING INC$1080.05%2,293CommonNONE
464287119ILCGISHARES TR$1080.05%1,200CommonNONE
74340W103PLDPROLOGIS INC.$1070.05%1,019CommonNONE
78464A359CWBSPDR SER TR$1070.05%1,376CommonNONE
46436E718SGOVISHARES TR$1050.05%1,047CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1030.05%590CommonNONE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$1020.05%2,735CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1020.05%457CommonNONE
704326107PAYXPAYCHEX INC$1010.04%715CommonNONE
29670G102WTRGESSENTIAL UTILS INC$1010.04%2,784CommonNONE
855244109SBUXSTARBUCKS CORP$1000.04%1,102CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1000.04%411CommonNONE
636180101NFGNATIONAL FUEL GAS CO$1000.04%1,650CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$960.04%2,391CommonNONE
253868103DLRDIGITAL RLTY TR INC$950.04%539CommonNONE
92204A801VAWVANGUARD WORLD FD$950.04%510CommonNONE
G4388N106HELEHELEN OF TROY LTD$930.04%1,540CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$920.04%5,001CommonNONE
464287804IJRISHARES TR$900.04%783CommonNONE
902681105UGIUGI CORP NEW$900.04%3,185CommonNONE
452308109ITWILLINOIS TOOL WKS INC$890.04%357CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$890.04%1,175CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$870.04%2,750CommonNONE
443573100HUBSHUBSPOT INC$870.04%124CommonNONE
126650100CVSCVS HEALTH CORP$860.04%1,927CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$850.04%815CommonNONE
97717W604DESWISDOMTREE TR$850.04%2,475CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$840.04%281CommonNONE
842587107SOSOUTHERN CO$840.04%1,033CommonNONE
25746U109DDOMINION ENERGY INC$830.04%1,525CommonNONE
464287812IYKISHARES TR$830.04%1,260CommonNONE
464287556IBBISHARES TR$810.04%609CommonNONE
29444U700EQIXEQUINIX INC$810.04%85CommonNONE
002824100ABTABBOTT LABS$800.04%709CommonNONE
695156109PKGPACKAGING CORP AMER$790.03%350CommonNONE
337932107FEFIRSTENERGY CORP$780.03%1,952CommonNONE
032654105ADIANALOG DEVICES INC$770.03%366CommonNONE
98419M100XYLXYLEM INC$760.03%657CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$760.03%2,108CommonNONE
58155Q103MCKMCKESSON CORP$750.03%130CommonNONE
55261F104MTBM &T BK CORP$740.03%390CommonNONE
00123Q104AGNCAGNC INVT CORP$740.03%8,000CommonNONE
92556V106VTRSVIATRIS INC$740.03%5,985CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$740.03%826CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$730.03%373CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$720.03%2,952CommonNONE
773903109ROKROCKWELL AUTOMATION INC$710.03%249CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$710.03%200CommonNONE
501044101KRKROGER CO$710.03%1,137CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$680.03%791CommonNONE
806407102HSICHENRY SCHEIN INC$680.03%970CommonNONE
464287630IWNISHARES TR$680.03%417CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$680.03%1,786CommonNONE
48251W104KKRKKR &CO INC$670.03%450CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$660.03%441CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$660.03%582CommonNONE
45687V106IRINGERSOLL RAND INC$650.03%714CommonNONE
09260D107BXBLACKSTONE INC$650.03%376CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$650.03%385CommonNONE
82509L107SHOPSHOPIFY INC$640.03%600CommonNONE
513272104LWLAMB WESTON HLDGS INC$640.03%977CommonNONE
882508104TXNTEXAS INSTRS INC$640.03%337CommonNONE
892331307TMTOYOTA MOTOR CORP$640.03%327CommonNONE
609207105MDLZMONDELEZ INTL INC$630.03%1,058CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$630.03%136CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$620.03%1,308CommonNONE
571903202MARMARRIOTT INTL INC NEW$620.03%222CommonNONE
747316107KWRQUAKER HOUGHTON$620.03%440CommonNONE
780259305SHELSHELL PLC$620.03%1,000CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$610.03%730CommonNONE
46429B663HDVISHARES TR$610.03%552CommonNONE
464288828IHFISHARES TR$610.03%1,274CommonNONE
02072L565BOXXEA SERIES TRUST$610.03%556CommonNONE
37954Y632AIQGLOBAL X FDS$600.03%1,565CommonNONE
988498101YUMYUM BRANDS INC$580.03%429CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$570.03%949CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$570.03%600CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$570.03%721CommonNONE
681919106OMCOMNICOM GROUP INC$570.03%659CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$550.02%500CommonNONE
03073E105CORCENCORA INC$540.02%242CommonNONE
922908629VOVANGUARD INDEX FDS$540.02%204CommonNONE
487836108KKELLANOVA$540.02%661CommonNONE
890110109TMPTOMPKINS FINL CORP$540.02%797CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$530.02%1,000CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$530.02%1,400CommonNONE
464288687PFFISHARES TR$530.02%1,686CommonNONE
46284V101IRMIRON MTN INC DEL$530.02%500CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$530.02%7,595CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$520.02%1,041CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$520.02%1,059CommonNONE
37733W204GSKGSK PLC$520.02%1,526CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$510.02%1,319CommonNONE
04010L103ARCCARES CAPITAL CORP$500.02%2,300CommonNONE
071813109BAXBAXTER INTL INC$490.02%1,675CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$490.02%1,375CommonNONE
784117103SEICSEI INVTS CO$490.02%600CommonNONE
56167N753MANAGED PORTFOLIO SERIES$470.02%987CommonNONE
80105N105SNYSANOFI$470.02%965CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$470.02%381CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$460.02%854CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$450.02%583CommonNONE
22822V101CCICROWN CASTLE INC$450.02%500CommonNONE
871607107SNPSSYNOPSYS INC$440.02%90CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$440.02%269CommonNONE
98978V103ZTSZOETIS INC$430.02%271CommonNONE
92204A884VOXVANGUARD WORLD FD$430.02%278CommonNONE
654106103NKENIKE INC$430.02%565CommonNONE
56035L104MAINMAIN STR CAP CORP$410.02%700CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$410.02%722CommonNONE
92189F205SLXVANECK ETF TRUST$400.02%689CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$400.02%175CommonNONE
836100107SOUNSOUNDHOUND AI INC$400.02%2,000CommonNONE
928881101VNTVONTIER CORPORATION$400.02%1,101CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$400.02%1,361CommonNONE
025072539AMERICAN CENTY ETF TR$380.02%1,025CommonNONE
808513105SCHWSCHWAB CHARLES CORP$380.02%515CommonNONE
550021109LULULULULEMON ATHLETICA INC$380.02%100CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$380.02%2,298CommonNONE
892356106TSCOTRACTOR SUPPLY CO$380.02%712CommonNONE
055622104BPBP PLC$370.02%1,253CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$370.02%2,000CommonNONE
512807306LRCXLAM RESEARCH CORP$370.02%520CommonNONE
67073B106JPCNUVEEN PFD &INCOME OPPORTUN$370.02%4,547CommonNONE
G54950103LINLINDE PLC$370.02%90CommonNONE
92939U106WECWEC ENERGY GROUP INC$360.02%380CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$360.02%555CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$360.02%460CommonSOLE
464288273SCZISHARES TR$350.02%556CommonNONE
G0176J109ALLEALLEGION PLC$350.02%270CommonNONE
95058W100WENWENDYS CO$350.02%2,125CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$340.02%1,000CommonNONE
464287762IYHISHARES TR$340.02%585CommonNONE
27828Y108ETVEATON VANCE TAX-MANAGED BUY-$340.02%2,418CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$340.02%950CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$340.02%323CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$330.01%284CommonNONE
097023105BABOEING CO$330.01%179CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$330.01%100CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$320.01%670CommonNONE
78409V104SPGIS&P GLOBAL INC$320.01%67CommonNONE
260557103DOWDOW INC$320.01%812CommonNONE
89151E109TTENTOTALENERGIES SE$320.01%581CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$320.01%157CommonNONE
817565104SCISERVICE CORP INTL$320.01%400CommonNONE
043113208ARTNAARTESIAN RES CORP$320.01%1,000CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$320.01%800CommonNONE
172967424CCITIGROUP INC$310.01%450CommonNONE
922908553VNQVANGUARD INDEX FDS$310.01%348CommonNONE
74347G705DIGPROSHARES TR$310.01%862CommonNONE
45783Y756BUFBINNOVATOR ETFS TRUST$310.01%975CommonNONE
921937827BSVVANGUARD BD INDEX FDS$300.01%387CommonNONE
136375102CNICANADIAN NATL RY CO$300.01%300CommonNONE
92204A405VFHVANGUARD WORLD FD$300.01%251CommonNONE
74348A467NOBLPROSHARES TR$290.01%289CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$290.01%273CommonNONE
22052L104CTVACORTEVA INC$290.01%508CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$290.01%1,038CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$280.01%127CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$280.01%2,132CommonNONE
670346105NUENUCOR CORP$280.01%240CommonNONE
376536108GOODGLADSTONE COMMERCIAL CORP$280.01%1,700CommonNONE
911163103UNFIUNITED NAT FOODS INC$270.01%1,000CommonNONE
88579Y101MMM3M CO$270.01%215CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$260.01%820CommonNONE
83444M101SOLVSOLVENTUM CORP$260.01%387CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$260.01%297CommonNONE
921937819BIVVANGUARD BD INDEX FDS$260.01%345CommonNONE
922908538VOTVANGUARD INDEX FDS$260.01%103CommonNONE
314211103FHIFEDERATED HERMES INC$250.01%615CommonNONE
12811P108XCHYXCALAMOS CONV &HIGH INCOME F$250.01%2,100CommonNONE
89469A104THSTREEHOUSE FOODS INC$250.01%726CommonNONE
808524706SCHESCHWAB STRATEGIC TR$250.01%933CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$250.01%509CommonNONE
67080R102NPFDNUVEEN VRIABL RAT PFD &INM$240.01%1,312CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$240.01%356CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$240.01%133CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$240.01%215CommonNONE
46435U713IFRAISHARES TR$240.01%519CommonNONE
34965K107FTREFORTREA HLDGS INC$230.01%1,172CommonNONE
125523100CITHE CIGNA GROUP$230.01%79CommonNONE
08160H101BHEBENCHMARK ELECTRS INC$230.01%498CommonNONE
064058100BKBANK NEW YORK MELLON CORP$230.01%298CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$230.01%723CommonNONE
92912T100XIGDXVOYA GLBL EQTY DIV &PREM OP$220.01%4,000CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$220.01%253CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$220.01%370CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$210.01%100CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$210.01%366CommonNONE
756109104OREALTY INCOME CORP$210.01%400CommonNONE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$210.01%405CommonNONE
125269100CFCF INDS HLDGS INC$210.01%250CommonNONE
46435G672IAGGISHARES TR$210.01%423CommonNONE
25063F107DXYZDESTINY TECH100 INC$210.01%350CommonNONE
31609A305FELGFIDELITY COVINGTON TRUST$210.01%591CommonNONE
26884L109EQTEQT CORP$210.01%465CommonNONE
464287291IXNISHARES TR$210.01%250CommonNONE
37954Y855LITGLOBAL X FDS$210.01%506CommonNONE
921937793BLVVANGUARD BD INDEX FDS$210.01%306CommonNONE
464288794IAIISHARES TR$200.01%136CommonNONE
46137V571PGJINVESCO EXCHANGE TRADED FD T$200.01%775CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$200.01%591CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$200.01%1,726CommonNONE
26922A420QTUMETF SER SOLUTIONS$190.01%240CommonNONE
23331A109DHID R HORTON INC$190.01%135CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$190.01%336CommonNONE
46434V282LRGFISHARES TR$190.01%319CommonNONE
879105104THQABRDN HEALTHCARE OPPORTUNITI$190.01%1,000CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$180.01%162CommonNONE
30161N101EXCEXELON CORP$180.01%474CommonNONE
783859101STBAS &T BANCORP INC$180.01%464CommonNONE
95040Q104WELLWELLTOWER INC$180.01%142CommonNONE
023608102AEEAMEREN CORP$180.01%200CommonNONE
64828T201RITMRITHM CAPITAL CORP$180.01%1,700CommonNONE
13321L108CCJCAMECO CORP$170.01%337CommonNONE
067901108ABXBARRICK GOLD CORP$170.01%1,091CommonNONE
37954Y830COPXGLOBAL X FDS$170.01%440CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$160.01%1,909CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$160.01%800CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$160.01%50CommonNONE
46436E502TECBISHARES TR$160.01%300CommonNONE
464288752ITBISHARES TR$160.01%150CommonNONE
98138H101WDAYWORKDAY INC$160.01%64CommonNONE
668771108GENGEN DIGITAL INC$150.01%541CommonNONE
37940X102GPNGLOBAL PMTS INC$150.01%131CommonNONE
11271J107BNBROOKFIELD CORP$150.01%250CommonNONE
03152W109AM6AMICUS THERAPEUTICS INC$150.01%1,569CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$150.01%467CommonNONE
87612E106TGTTARGET CORP$150.01%110CommonNONE
H01301128ALCALCON AG$150.01%180CommonNONE
74348A145PAWZPROSHARES TR$140.01%252CommonNONE
53656G498MAGSLISTED FD TR$140.01%250CommonNONE

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.