MondegarAI
HAZLETT, BURT & WATSON, INC.

Q1 2025 · 13F-HR

HAZLETT, BURT & WATSON, INC.holdings as filed

Filed 2025-05-05 · accession 0000046392-25-000002

$222,470
Reported value
816
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 816

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$12,1575.46%54,732CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$10,5574.75%377,641CommonNONE
46090E103QQQINVESCO QQQ TR$10,2494.61%21,865CommonNONE
594918104MSFTMICROSOFT CORP$6,2052.79%16,502CommonSOLE
023135106AMZNAMAZON COM INC$5,8072.61%30,529CommonNONE
30231G102XOMEXXON MOBIL CORP$4,1801.88%35,143CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3,7371.68%6,821CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3,3651.51%6,322CommonNONE
478160104JNJJOHNSON &JOHNSON$3,1051.40%18,727CommonNONE
67066G104NVDANVIDIA CORPORATION$2,9521.33%27,260CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2,7831.25%16,342CommonNONE
464287168DVYISHARES TR$2,6821.21%19,967CommonNONE
46434V621DGROISHARES TR$2,6031.17%42,199CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2,5951.17%5,806CommonNONE
46625H100JPMJPMORGAN CHASE &CO.$2,5571.15%10,443CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2,4581.10%12,663CommonNONE
69355J104SDHYPGIM SHORT DUR HIG YLD OPP F$2,2000.99%133,851CommonNONE
437076102HDHOME DEPOT INC$2,1320.96%5,819CommonNONE
92204A702VGTVANGUARD WORLD FD$2,0780.93%3,831CommonNONE
921910840MGVVANGUARD WORLD FD$2,0260.91%15,711CommonNONE
00287Y109ABBVABBVIE INC$1,9850.89%9,477CommonNONE
907818108UNPUNION PAC CORP$1,9660.88%8,310CommonNONE
427866108HSYHERSHEY CO$1,9620.88%11,479CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1,9470.88%2,053CommonNONE
92826C839VVISA INC$1,9310.87%5,504CommonNONE
11135F101AVGOBROADCOM INC$1,8430.83%10,970CommonNONE
464288810IHIISHARES TR$1,8420.83%30,512CommonNONE
68389X105ORCLORACLE CORP$1,7500.79%12,515CommonSOLE
922908363VOOVANGUARD INDEX FDS$1,7340.78%3,368CommonNONE
92189F643MOATVANECK ETF TRUST$1,7200.77%19,528CommonNONE
464288653TLHISHARES TR$1,7150.77%16,538CommonNONE
37954Y673PAVEGLOBAL X FDS$1,6920.76%44,741CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$1,5760.71%13,563CommonNONE
75513E101RTXRTX CORPORATION$1,5710.71%11,859CommonSOLE
464287408IVEISHARES TR$1,5200.68%7,975CommonNONE
69374H881COWZPACER FDS TR$1,4960.67%27,370CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$1,4540.65%23,057CommonNONE
02079K305GOOGLALPHABET INC$1,4390.65%9,315CommonNONE
02079K107GOOGALPHABET INC$1,3760.62%8,804CommonNONE
97717X669DGRWWISDOMTREE TR$1,3730.62%17,188CommonNONE
235851102DHRDANAHER CORPORATION$1,3500.61%6,587CommonNONE
020002101ALLALLSTATE CORP$1,3440.60%6,490CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$1,3060.59%24,623CommonNONE
464287309IVWISHARES TR$1,2900.58%13,913CommonNONE
713448108PEPPEPSICO INC$1,2860.58%8,605CommonSOLE
532457108LLYELI LILLY &CO$1,2630.57%1,524CommonNONE
166764100CVXCHEVRON CORP NEW$1,2540.56%7,505CommonNONE
369550108GDGENERAL DYNAMICS CORP$1,2410.56%4,551CommonSOLE
291011104EMREMERSON ELEC CO$1,1760.53%10,745CommonNONE
149123101CATCATERPILLAR INC$1,1610.52%3,525CommonNONE
191216100KOCOCA COLA CO$1,1090.50%15,488CommonNONE
464287705IJJISHARES TR$1,0710.48%8,948CommonNONE
30303M102METAMETA PLATFORMS INC$1,0460.47%1,821CommonNONE
031162100AMGNAMGEN INC$9920.45%3,189CommonNONE
64110L106NFLXNETFLIX INC$9860.44%1,056CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$9620.43%5,459CommonNONE
464287879IJSISHARES TR$9370.42%9,601CommonNONE
438516106HONHONEYWELL INTL INC$9180.41%4,330CommonNONE
464287549IGMISHARES TR$9170.41%10,111CommonNONE
194162103CLCOLGATE PALMOLIVE CO$9150.41%9,782CommonNONE
595112103MUMICRON TECHNOLOGY INC$8950.40%10,289CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$8570.39%1,534CommonNONE
79466L302CRMSALESFORCE INC$8520.38%3,185CommonNONE
N07059210ASMLASML HOLDING N V$8210.37%1,235CommonNONE
69374H857CALFPACER FDS TR$7690.35%20,522CommonNONE
260003108DOVDOVER CORP$7650.34%4,350CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$7560.34%25,436CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7560.34%1,527CommonNONE
78468R721TFISPDR SER TR$7540.34%16,739CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$7470.34%8,046CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$7360.33%6,610CommonNONE
254709108DFSEURDISCOVER FINL SVCS$7350.33%4,302CommonNONE
464287614IWFISHARES TR$7320.33%2,034CommonNONE
670100205NVONOVO-NORDISK A S$7140.32%10,313CommonNONE
02209S103MOALTRIA GROUP INC$6780.30%11,305CommonNONE
78463V107GLDSPDR GOLD TR$6690.30%2,325CommonNONE
78464A763SDYSPDR SER TR$6670.30%4,913CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$6460.29%9,769CommonNONE
360271100FULTFULTON FINL CORP PA$6380.29%35,293CommonSOLE
17275R102CSCOCISCO SYS INC$6360.29%10,297CommonNONE
49456B101KMIKINDER MORGAN INC DEL$6340.28%22,188CommonNONE
09290D101BLKBLACKROCK INC$6180.28%645CommonNONE
025816109AXPAMERICAN EXPRESS CO$6120.28%2,275CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$6060.27%13,350CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$5970.27%2,892CommonNONE
464287200IVVISHARES TR$5930.27%1,053CommonNONE
931142103WMTWALMART INC$5890.26%6,727CommonNONE
37954Y384BUGGLOBAL X FDS$5860.26%18,199CommonNONE
254687106DISDISNEY WALT CO$5760.26%5,823CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$5750.26%1,200CommonNONE
038222105AMATAPPLIED MATLS INC$5730.26%3,959CommonNONE
369604301GEGE AEROSPACE$5610.25%2,808CommonNONE
78464A664SPTLSPDR SER TR$5510.25%20,338CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$5440.24%998CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$5390.24%21,502CommonNONE
00724F101ADBEADOBE INC$5310.24%1,381CommonNONE
464287606IJKISHARES TR$5300.24%6,345CommonNONE
747525103QCOMQUALCOMM INC$5260.24%3,404CommonNONE
718172109PMPHILIP MORRIS INTL INC$5210.23%3,279CommonNONE
89832Q109TFCTRUIST FINL CORP$5200.23%12,608CommonNONE
26875P101EOGEOG RES INC$5130.23%4,002CommonNONE
231021106CMICUMMINS INC$5060.23%1,621CommonNONE
504922105LHLABCORP HOLDINGS INC$5010.23%2,151CommonNONE
060505104BACBANK AMERICA CORP$4910.22%11,772CommonNONE
464287507IJHISHARES TR$4590.21%7,804CommonNONE
69351T106PPLPPL CORP$4470.20%12,337CommonNONE
337738108FISVFISERV INC$4440.20%2,018CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4390.20%3,008CommonNONE
443510607HUBBHUBBELL INC$4370.20%1,322CommonNONE
872590104TMUST-MOBILE US INC$4340.20%1,626CommonNONE
579780206MKCMCCORMICK &CO INC$4170.19%5,046CommonNONE
244199105DEDEERE &CO$4160.19%892CommonNONE
46432F842IEFAISHARES TR$4140.19%5,477CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$4110.18%5,493CommonNONE
464287598IWDISHARES TR$4100.18%2,177CommonNONE
921910816MGKVANGUARD WORLD FD$4040.18%1,298CommonNONE
97717W307DLNWISDOMTREE TR$4000.18%5,044CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3980.18%5,482CommonNONE
548661107LOWLOWES COS INC$3970.18%1,694CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3940.18%7,886CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$3920.18%6,428CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$3900.18%4,934CommonNONE
717081103PFEPFIZER INC$3850.17%15,238CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$3820.17%6,013CommonSOLE
58933Y105MRKMERCK &CO INC$3810.17%4,216CommonNONE
040413205ANETARISTA NETWORKS INC$3710.17%4,801CommonSOLE
969457100WMBWILLIAMS COS INC$3680.17%6,160CommonNONE
904767704UNILEVER PLC$3630.16%6,065CommonNONE
46137Y401CZAINVESCO EXCHANGE TRADED FD T$3580.16%3,435CommonNONE
20825C104COPCONOCOPHILLIPS$3560.16%3,393CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$3530.16%2,692CommonNONE
46434V456IQLTISHARES TR$3500.16%8,722CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3440.15%659CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3420.15%1,120CommonNONE
697435105PANWPALO ALTO NETWORKS INC$3400.15%1,988CommonNONE
458140100INTCINTEL CORP$3390.15%14,968CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$3360.15%5,893CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$3290.15%664CommonNONE
375558103GILDGILEAD SCIENCES INC$3270.15%2,925CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3240.15%3,945CommonNONE
718546104PSXPHILLIPS 66$3220.14%2,611CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3190.14%3,050CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$3090.14%3,000CommonSOLE
94106L109WMWASTE MGMT INC DEL$3050.14%1,318CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$3030.14%3,317CommonNONE
693506107PPGPPG INDS INC$3030.14%2,769CommonNONE
464287325IXJISHARES TR$3030.14%3,329CommonNONE
053332102AZOAUTOZONE INC$3020.14%79CommonNONE
922908736VUGVANGUARD INDEX FDS$3020.14%817CommonNONE
922908769VTIVANGUARD INDEX FDS$3010.14%1,096CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2980.13%1,254CommonNONE
922908611VBRVANGUARD INDEX FDS$2950.13%1,583CommonNONE
464287887IJTISHARES TR$2930.13%2,345CommonNONE
949746101WMT2WELLS FARGO CO NEW$2900.13%4,034CommonNONE
65339F101NEENEXTERA ENERGY INC$2840.13%4,027CommonNONE
78463X202FEZSPDR INDEX SHS FDS$2810.13%5,139CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$2800.13%830CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$2710.12%2,488CommonNONE
21036P108STZCONSTELLATION BRANDS INC$2680.12%1,468CommonNONE
464287150ITOTISHARES TR$2670.12%2,189CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$2530.11%2,753CommonNONE
00206R102TAT&T INC$2520.11%8,908CommonSOLE
46137V266RPGINVESCO EXCHANGE TRADED FD T$2520.11%6,582CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$2480.11%9,338CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$2380.11%3,640CommonNONE
34959J108FTVFORTIVE CORP$2380.11%3,253CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$2380.11%1,955CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$2370.11%3,850CommonNONE
464287432TLTISHARES TR$2370.11%2,608CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2350.11%662CommonNONE
009158106APDAIR PRODS &CHEMS INC$2350.11%800CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2350.11%2,773CommonNONE
744320102PRUPRUDENTIAL FINL INC$2340.11%2,087CommonNONE
464287481IWPISHARES TR$2340.11%1,995CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$2290.10%901CommonNONE
H1467J104CBCHUBB LIMITED$2280.10%753CommonNONE
464285204IAUISHARES GOLD TR$2280.10%3,871CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$2270.10%446CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$2250.10%1,520CommonSOLE
66987V109NVSNOVARTIS AG$2250.10%2,020CommonNONE
92204A108VCRVANGUARD WORLD FD$2230.10%687CommonNONE
92204A603VISVANGUARD WORLD FD$2200.10%888CommonNONE
776696106ROPROPER TECHNOLOGIES INC$2160.10%369CommonNONE
464287523SOXXISHARES TR$2160.10%1,145CommonNONE
126408103CSXCSX CORP$2150.10%7,309CommonNONE
81762P102NOWSERVICENOW INC$2140.10%269CommonSOLE
92338C103VLTOVERALTO CORP$2130.10%2,187CommonNONE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$2100.09%2,841CommonNONE
872540109TJXTJX COS INC NEW$2090.09%1,719CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2050.09%1,597CommonNONE
922908751VBVANGUARD INDEX FDS$2030.09%904CommonNONE
646025106NJRNEW JERSEY RES CORP$2030.09%4,140CommonNONE
464287473IWSISHARES TR$2020.09%1,597CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$1980.09%2,408CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1980.09%4,256CommonNONE
56585A102MPCMARATHON PETE CORP$1970.09%1,351CommonNONE
464288877EFVISHARES TR$1960.09%3,277CommonNONE
950810101WSBCWESBANCO INC$1960.09%6,339CommonNONE
701094104PHPARKER-HANNIFIN CORP$1940.09%321CommonNONE
46432F834IXUSISHARES TR$1920.09%2,763CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1900.09%358CommonNONE
617446448MSMORGAN STANLEY$1870.08%1,597CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1860.08%2,200CommonNONE
832696405SJMSMUCKER J M CO$1840.08%1,553CommonNONE
46434G103IEMGISHARES INC$1830.08%3,384CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$1820.08%2,948CommonNONE
929160109VMCVULCAN MATLS CO$1800.08%770CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1800.08%910CommonNONE
88160R101TSLATESLA INC$1800.08%701CommonNONE
G29183103ETNEATON CORP PLC$1800.08%654CommonNONE
46429B697USMVISHARES TR$1790.08%1,913CommonNONE
36828A101GEVGE VERNOVA INC$1780.08%588CommonNONE
075887109BDXBECTON DICKINSON &CO$1770.08%774CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1770.08%3,502CommonNONE
893641100TDGTRANSDIGM GROUP INC$1770.08%128CommonNONE
92204A504VHTVANGUARD WORLD FD$1760.08%666CommonNONE
922908637VVVANGUARD INDEX FDS$1760.08%686CommonNONE
46428Q109SLVISHARES SILVER TR$1700.08%5,508CommonNONE
833034101SNASNAP ON INC$1680.08%500CommonNONE
464288885EFGISHARES TR$1680.08%1,676CommonNONE
922908595VBKVANGUARD INDEX FDS$1640.07%654CommonNONE
46432F339QUALISHARES TR$1630.07%948CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1630.07%524CommonNONE
922908744VTVVANGUARD INDEX FDS$1610.07%936CommonNONE
580135101MCDMCDONALDS CORP$1580.07%509CommonNONE
863667101SYKSTRYKER CORPORATION$1540.07%412CommonNONE
219350105GLWCORNING INC$1510.07%3,303CommonNONE
92537N108VRTVERTIV HOLDINGS CO$1510.07%2,098CommonNONE
803054204SAPSAP SE$1500.07%560CommonNONE
20030N101CMCSACOMCAST CORP NEW$1480.07%4,023CommonNONE
464287499IWRISHARES TR$1480.07%1,741CommonNONE
31428X106FDXFEDEX CORP$1430.06%592CommonNONE
911363109URIUNITED RENTALS INC$1420.06%225CommonNONE
046353108AZNNASTRAZENECA PLC$1420.06%1,923CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$1350.06%837CommonNONE
26614N102DDDUPONT DE NEMOURS INC$1350.06%1,801CommonNONE
25243Q205DEODIAGEO PLC$1350.06%1,295CommonNONE
58155Q103MCKMCKESSON CORP$1330.06%198CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1300.06%2,097CommonNONE
636180101NFGNATIONAL FUEL GAS CO$1300.06%1,650CommonNONE
33740U851XPNDFIRST TR EXCHNG TRADED FD VI$1300.06%4,600CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$1290.06%2,640CommonNONE
29250N105ENBENBRIDGE INC$1290.06%2,907CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$1280.06%9,722CommonNONE
464288240ACWXISHARES TR$1270.06%2,277CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1250.06%2,758CommonNONE
59156R108METMETLIFE INC$1250.06%1,549CommonNONE
806857108SLBSCHLUMBERGER LTD$1240.06%3,004CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$1230.06%3,435CommonNONE
464287861IEVISHARES TR$1220.05%2,100CommonNONE
761152107RMDRESMED INC$1210.05%540CommonNONE
09260D107BXBLACKSTONE INC$1190.05%844CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1190.05%1,083CommonNONE
372460105GPCGENUINE PARTS CO$1190.05%1,000CommonNONE
345370860FFORD MTR CO$1180.05%11,764CommonNONE
526057104LENLENNAR CORP$1180.05%1,024CommonNONE
464287234EEMISHARES TR$1170.05%2,712CommonNONE
854502101SWKSTANLEY BLACK &DECKER INC$1150.05%1,479CommonNONE
74340W103PLDPROLOGIS INC.$1140.05%1,019CommonNONE
78468R853SPSMSPDR SER TR$1130.05%2,759CommonNONE
871829107SYYSYSCO CORP$1120.05%1,490CommonNONE
704326107PAYXPAYCHEX INC$1100.05%715CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1100.05%2,218CommonNONE
G3265R107APTVAPTIV PLC$1100.05%1,847CommonNONE
74762E102QUREQUANTA SVCS INC$1060.05%416CommonNONE
902681105UGIUGI CORP NEW$1060.05%3,185CommonNONE
922908512VOEVANGUARD INDEX FDS$1050.05%657CommonNONE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$1050.05%1,885CommonNONE
78464A359CWBSPDR SER TR$1050.05%1,377CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$1040.05%2,391CommonNONE
126650100CVSCVS HEALTH CORP$1030.05%1,517CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1030.05%518CommonNONE
855244109SBUXSTARBUCKS CORP$1020.05%1,035CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1020.05%624CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1020.05%592CommonNONE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$1010.05%2,735CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$990.04%5,001CommonNONE
464287119ILCGISHARES TR$970.04%1,200CommonNONE
37954Y715BOTZGLOBAL X FDS$960.04%3,369CommonNONE
92204A801VAWVANGUARD WORLD FD$960.04%510CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$950.04%2,756CommonNONE
25063F107DXYZDESTINY TECH100 INC$950.04%2,700CommonNONE
002824100ABTABBOTT LABS$920.04%698CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$910.04%411CommonNONE
464287812IYKISHARES TR$900.04%1,260CommonNONE
452308109ITWILLINOIS TOOL WKS INC$890.04%357CommonNONE
464287655IWMISHARES TR$880.04%442CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$870.04%454CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$870.04%761CommonNONE
25746U109DDOMINION ENERGY INC$860.04%1,525CommonNONE
29670G102WTRGESSENTIAL UTILS INC$850.04%2,130CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$850.04%284CommonNONE
G4388N106HELEHELEN OF TROY LTD$830.04%1,540CommonNONE
22822V101CCICROWN CASTLE INC$830.04%800CommonNONE
892331307TMTOYOTA MOTOR CORP$830.04%468CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$800.04%796CommonNONE
97717W604DESWISDOMTREE TR$800.04%2,503CommonNONE
842587107SOSOUTHERN CO$790.04%865CommonNONE
464287556IBBISHARES TR$790.04%609CommonNONE
337932107FEFIRSTENERGY CORP$780.04%1,966CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$780.04%431CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$780.04%449CommonNONE
00123Q104AGNCAGNC INVT CORP$770.03%8,000CommonNONE
501044101KRKROGER CO$760.03%1,137CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$760.03%1,286CommonNONE
03073E105CORCENCORA INC$760.03%272CommonNONE
695156109PKGPACKAGING CORP AMER$740.03%369CommonNONE
032654105ADIANALOG DEVICES INC$740.03%368CommonNONE
26884L109EQTEQT CORP$730.03%1,383CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$730.03%2,967CommonNONE
92840M102VSTVISTRA CORP$730.03%624CommonNONE
253868103DLRDIGITAL RLTY TR INC$720.03%507CommonNONE
609207105MDLZMONDELEZ INTL INC$720.03%1,052CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$710.03%2,116CommonNONE
98419M100XYLXYLEM INC$710.03%607CommonNONE
29444U700EQIXEQUINIX INC$710.03%85CommonNONE
571903202MARMARRIOTT INTL INC NEW$700.03%295CommonNONE
443573100HUBSHUBSPOT INC$700.03%124CommonNONE
55261F104MTBM &T BK CORP$700.03%390CommonNONE
464287804IJRISHARES TR$700.03%650CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$680.03%157CommonNONE
988498101YUMYUM BRANDS INC$680.03%429CommonNONE
461202103INTUINTUIT$680.03%110CommonNONE
464288828IHFISHARES TR$670.03%1,274CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$650.03%1,062CommonNONE
773903109ROKROCKWELL AUTOMATION INC$650.03%249CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$630.03%730CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$630.03%632CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$620.03%200CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$620.03%500CommonNONE
806407102HSICHENRY SCHEIN INC$610.03%870CommonNONE
882508104TXNTEXAS INSTRS INC$610.03%338CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$600.03%1,309CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$600.03%539CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$580.03%627CommonNONE
071813109BAXBAXTER INTL INC$580.03%1,675CommonNONE
82509L107SHOPSHOPIFY INC$580.03%600CommonNONE
780259305SHELSHELL PLC$580.03%798CommonSOLE
45687V106IRINGERSOLL RAND INC$570.03%714CommonNONE
37954Y632AIQGLOBAL X FDS$570.03%1,565CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$560.03%219CommonNONE
681919106OMCOMNICOM GROUP INC$550.02%659CommonNONE
487836108KKELLANOVA$550.02%661CommonNONE
747316107KWRQUAKER HOUGHTON$540.02%440CommonNONE
98138H101WDAYWORKDAY INC$540.02%224CommonNONE
80105N105SNYSANOFI$540.02%965CommonNONE
48251W104KKRKKR &CO INC$530.02%450CommonNONE
04626A103ALABASTERA LABS INC$530.02%885CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$530.02%1,400CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$530.02%214CommonNONE
464288687PFFISHARES TR$520.02%1,695CommonNONE
98978V103ZTSZOETIS INC$520.02%323CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$520.02%1,050CommonNONE
92556V106VTRSVIATRIS INC$520.02%5,949CommonSOLE
04010L103ARCCARES CAPITAL CORP$510.02%2,300CommonNONE
890110109TMPTOMPKINS FINL CORP$500.02%797CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$500.02%1,573CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$500.02%7,595CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$490.02%583CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$480.02%1,375CommonNONE
56167N753MANAGED PORTFOLIO SERIES$480.02%991CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$480.02%600CommonNONE
513272104LWLAMB WESTON HLDGS INC$480.02%897CommonNONE
464287630IWNISHARES TR$470.02%313CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$470.02%1,000CommonNONE
784117103SEICSEI INVTS CO$470.02%600CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$470.02%435CommonNONE
46654Q781JPEFJ P MORGAN EXCHANGE TRADED F$460.02%722CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$460.02%1,319CommonNONE
482480100KLACKLA CORP$450.02%65CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$450.02%275CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$440.02%1,137CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$440.02%489CommonNONE
46435U713IFRAISHARES TR$430.02%920CommonNONE
46284V101IRMIRON MTN INC DEL$430.02%500CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$430.02%730CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$430.02%1,792CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$430.02%838CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$430.02%1,366CommonNONE
922908629VOVANGUARD INDEX FDS$420.02%163CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$420.02%175CommonNONE
808513105SCHWSCHWAB CHARLES CORP$410.02%519CommonNONE
G54950103LINLINDE PLC$410.02%90CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$410.02%2,000CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$400.02%207CommonNONE
56035L104MAINMAIN STR CAP CORP$400.02%700CommonNONE
654106103NKENIKE INC$400.02%630CommonNONE
871607107SNPSSYNOPSYS INC$390.02%90CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$380.02%460CommonNONE
512807306LRCXLAM RESEARCH CORP$370.02%520CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$370.02%269CommonNONE
464287226AGGISHARES TR$370.02%376CommonNONE
67073B106JPCNUVEEN PFD &INCOME OPPORTUN$370.02%4,579CommonNONE
92189F205SLXVANECK ETF TRUST$370.02%589CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$370.02%555CommonNONE
670346105NUENUCOR CORP$370.02%305CommonNONE
33737J802NFTYFIRST TR EXCH TRD ALPHDX FD$370.02%664CommonNONE
92204A884VOXVANGUARD WORLD FD$370.02%249CommonNONE
46434V613IUSBISHARES TR$360.02%788CommonNONE
74347G705DIGPROSHARES TR$360.02%862CommonNONE
172967424CCITIGROUP INC$360.02%513CommonNONE
928881101VNTVONTIER CORPORATION$360.02%1,101CommonNONE
464287762IYHISHARES TR$360.02%585CommonNONE
46429B663HDVISHARES TR$360.02%296CommonNONE
78409V104SPGIS&P GLOBAL INC$350.02%67CommonNONE
921937835BNDVANGUARD BD INDEX FDS$350.02%471CommonNONE
00162Q361OGIGALPS ETF TR$350.02%800CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$350.02%664CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$350.02%2,300CommonNONE
025072539AMERICAN CENTY ETF TR$350.02%950CommonNONE
G0176J109ALLEALLEGION PLC$350.02%270CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$340.02%950CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$340.02%670CommonNONE
055622104BPBP PLC$340.02%1,000CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$330.01%297CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$330.01%323CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$330.01%741CommonNONE
651639106NEMNEWMONT CORP$330.01%675CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$330.01%284CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$330.01%1,000CommonNONE
756109104OREALTY INCOME CORP$330.01%575CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$320.01%800CommonNONE
817565104SCISERVICE CORP INTL$320.01%400CommonNONE
30161N101EXCEXELON CORP$320.01%694CommonNONE
88579Y101MMM3M CO$320.01%215CommonNONE
922908553VNQVANGUARD INDEX FDS$320.01%348CommonNONE
53656G498MAGSLISTED FD TR$320.01%704CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$320.01%852CommonNONE
22052L104CTVACORTEVA INC$320.01%509CommonNONE
95058W100WENWENDYS CO$310.01%2,125CommonNONE
45783Y756BUFBINNOVATOR ETFS TRUST$310.01%975CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$300.01%3,159CommonNONE
74348A467NOBLPROSHARES TR$300.01%289CommonNONE
29084Q100EMEEMCOR GROUP INC$300.01%80CommonNONE
37733W204GSKGSK PLC$300.01%766CommonNONE
92204A405VFHVANGUARD WORLD FD$300.01%251CommonNONE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$300.01%1,479CommonNONE
097023105BABOEING CO$290.01%179CommonNONE
83444M101SOLVSOLVENTUM CORP$290.01%387CommonNONE
136375102CNICANADIAN NATL RY CO$290.01%300CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$290.01%389CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$280.01%2,132CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$280.01%247CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$280.01%274CommonNONE
550021109LULULULULEMON ATHLETICA INC$280.01%100CommonNONE
91913Y100VLOVALERO ENERGY CORP$280.01%213CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$280.01%1,038CommonNONE
260557103DOWDOW INC$280.01%812CommonNONE
892356106TSCOTRACTOR SUPPLY CO$280.01%502CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$280.01%1,525CommonNONE
911163103UNFIUNITED NAT FOODS INC$270.01%1,000CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$270.01%334CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$270.01%206CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$270.01%2,300CommonNONE
46434V803HEFAISHARES TR$270.01%743CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$270.01%122CommonNONE
922908538VOTVANGUARD INDEX FDS$260.01%103CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$260.01%509CommonNONE
125523100CITHE CIGNA GROUP$260.01%79CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$260.01%435CommonNONE
314211103FHIFEDERATED HERMES INC$250.01%615CommonNONE
376536108GOODGLADSTONE COMMERCIAL CORP$250.01%1,700CommonNONE
46138E669PGHYINVESCO EXCH TRADED FD TR II$250.01%1,296CommonNONE
46436E718SGOVISHARES TR$250.01%247CommonNONE
67080R102NPFDNUVEEN VRIABL RAT PFD &INM$250.01%1,335CommonNONE
064058100BKBANK NEW YORK MELLON CORP$250.01%298CommonNONE
M7S64H106MNDYMONDAY COM LTD$240.01%100CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$240.01%760CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$230.01%5CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$230.01%351CommonNONE
46137V571PGJINVESCO EXCHANGE TRADED FD T$230.01%775CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$230.01%356CommonNONE
33733E831MISLFIRST TR EXCHANGE-TRADED FD$230.01%770CommonNONE
92912T100XIGDXVOYA GLBL EQTY DIV &PREM OP$230.01%4,000CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$220.01%448CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$220.01%100CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$220.01%336CommonNONE
16411R208LNGCHENIERE ENERGY INC$220.01%95CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$220.01%370CommonNONE
921937793BLVVANGUARD BD INDEX FDS$220.01%309CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$220.01%135CommonNONE
95040Q104WELLWELLTOWER INC$220.01%142CommonNONE
464288273SCZISHARES TR$210.01%336CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$210.01%100CommonNONE
46435G672IAGGISHARES TR$210.01%423CommonNONE
12811P108XCHYXCALAMOS CONV &HIGH INCOME F$210.01%2,100CommonNONE
067901108ABXBARRICK GOLD CORP$210.01%1,091CommonNONE
023608102AEEAMEREN CORP$200.01%200CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$200.01%410CommonNONE
37954Y855LITGLOBAL X FDS$200.01%506CommonNONE
464289529INDYISHARES TR$200.01%410CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$200.01%1,275CommonNONE
464288117IGOVISHARES TR$200.01%500CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$200.01%1,752CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$200.01%255CommonNONE
125269100CFCF INDS HLDGS INC$200.01%250CommonNONE
31609A305FELGFIDELITY COVINGTON TRUST$190.01%592CommonNONE
92939U106WECWEC ENERGY GROUP INC$190.01%181CommonNONE
464287291IXNISHARES TR$190.01%250CommonNONE
89469A104THSTREEHOUSE FOODS INC$190.01%726CommonNONE

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.