MondegarAI
HAZLETT, BURT & WATSON, INC.

Q2 2025 · 13F-HR

HAZLETT, BURT & WATSON, INC.holdings as filed

Filed 2025-07-25 · accession 0000046392-25-000003

$244,153
Reported value
822
Positions
2025-06-30
Period end
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The Brief · HAZLETT, BURT & WATSON, INC. · Q2 2025

AI · grounded in 13F

HAZLETT, BURT & WATSON, INC. established a new position in AAPL for $12,049. The fund also opened new stakes in QQQ for $12,030 and SCHD for $9,616. Additional new positions include MSFT and AMZN. The fund manages a total AUM of $244,153 across 822 positions.

Holdings as filed

First 500 of 822

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$12,0494.94%58,742CommonNONE
46090E103QQQINVESCO QQQ TR$12,0304.93%21,786CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$9,6163.94%363,103CommonNONE
594918104MSFTMICROSOFT CORP$8,5133.49%17,115CommonNONE
023135106AMZNAMAZON COM INC$7,1872.94%32,771CommonNONE
67066G104NVDANVIDIA CORPORATION$4,5561.87%28,819CommonNONE
30231G102XOMEXXON MOBIL CORP$4,1821.71%38,771CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3,9981.64%7,110CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$3,3321.36%17,891CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3,1371.28%6,456CommonNONE
46625H100JPMJPMORGAN CHASE &CO.$2,9401.20%10,148CommonNONE
478160104JNJJOHNSON &JOHNSON$2,9311.20%19,180CommonNONE
68389X105ORCLORACLE CORP$2,7101.11%12,391CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2,6981.11%5,827CommonNONE
11135F101AVGOBROADCOM INC$2,6511.09%9,617CommonNONE
464287168DVYISHARES TR$2,6341.08%19,835CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2,5691.05%12,556CommonNONE
46434V621DGROISHARES TR$2,5631.05%40,133CommonNONE
742718109PGPROCTER AND GAMBLE CO$2,5621.05%16,083CommonNONE
69355J104SDHYPGIM SHORT DUR HIG YLD OPP F$2,4951.02%148,518CommonNONE
92204A702VGTVANGUARD WORLD FD$2,2630.93%3,410CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2,0970.86%2,113CommonNONE
37954Y673PAVEGLOBAL X FDS$2,0710.85%47,683CommonNONE
437076102HDHOME DEPOT INC$2,0680.85%5,645CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$2,0270.83%14,221CommonNONE
92826C839VVISA INC$2,0140.82%5,659CommonNONE
921910840MGVVANGUARD WORLD FD$1,9630.80%14,978CommonNONE
464288653TLHISHARES TR$1,9360.79%19,068CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$1,9330.79%26,959CommonNONE
907818108UNPUNION PAC CORP$1,9140.78%8,309CommonNONE
427866108HSYHERSHEY CO$1,8850.77%11,349CommonNONE
02079K107GOOGALPHABET INC$1,8660.76%10,498CommonNONE
02079K305GOOGLALPHABET INC$1,8190.75%10,316CommonNONE
464288810IHIISHARES TR$1,7900.73%28,590CommonNONE
00287Y109ABBVABBVIE INC$1,7780.73%9,588CommonNONE
75513E101RTXRTX CORPORATION$1,6980.70%11,623CommonNONE
64110L106NFLXNETFLIX INC$1,6210.66%1,215CommonNONE
149123101CATCATERPILLAR INC$1,5870.65%4,094CommonNONE
464287408IVEISHARES TR$1,5330.63%7,840CommonNONE
97717X669DGRWWISDOMTREE TR$1,5050.62%17,911CommonNONE
464287309IVWISHARES TR$1,4990.61%13,617CommonNONE
532457108LLYELI LILLY &CO$1,4340.59%1,840CommonNONE
291011104EMREMERSON ELEC CO$1,4140.58%10,612CommonNONE
30303M102METAMETA PLATFORMS INC$1,3690.56%1,856CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1,3110.54%6,160CommonNONE
020002101ALLALLSTATE CORP$1,3060.53%6,490CommonNONE
369550108GDGENERAL DYNAMICS CORP$1,3020.53%4,463CommonNONE
235851102DHRDANAHER CORPORATION$1,2980.53%6,572CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$1,2750.52%23,480CommonSOLE
45783Y814BUFFINNOVATOR ETFS TRUST$1,2580.52%26,702CommonNONE
69374H881COWZPACER FDS TR$1,2200.50%22,247CommonSOLE
191216100KOCOCA COLA CO$1,2080.49%17,118CommonNONE
464287549IGMISHARES TR$1,1380.47%10,113CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1,1330.46%1,602CommonNONE
92189F643MOATVANECK ETF TRUST$1,0370.42%11,070CommonNONE
464287705IJJISHARES TR$1,0360.42%8,381CommonNONE
N07059210ASMLASML HOLDING N V$1,0320.42%1,285CommonNONE
464287879IJSISHARES TR$9530.39%9,572CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$9520.39%1,539CommonNONE
79466L302CRMSALESFORCE INC$9430.39%3,462CommonNONE
713448108PEPPEPSICO INC$9370.38%7,106CommonNONE
031162100AMGNAMGEN INC$9170.38%3,281CommonNONE
166764100CVXCHEVRON CORP NEW$9080.37%6,330CommonSOLE
254687106DISDISNEY WALT CO$8850.36%7,123CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$8830.36%27,714CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$8780.36%8,046CommonNONE
194162103CLCOLGATE PALMOLIVE CO$8740.36%9,619CommonNONE
464287614IWFISHARES TR$8230.34%1,938CommonNONE
595112103MUMICRON TECHNOLOGY INC$8180.34%6,624CommonNONE
670100205NVONOVO-NORDISK A S$8170.33%11,829CommonNONE
260003108DOVDOVER CORP$7970.33%4,350CommonNONE
360271100FULTFULTON FINL CORP PA$7760.32%43,047CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$7730.32%6,277CommonNONE
78468R721TFISPDR SERIES TRUST$7480.31%16,739CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$7330.30%2,892CommonNONE
09290D101BLKBLACKROCK INC$7250.30%695CommonNONE
17275R102CSCOCISCO SYS INC$7200.29%10,389CommonNONE
02209S103MOALTRIA GROUP INC$7170.29%12,231CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$7140.29%10,021CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7140.29%1,760CommonSOLE
78463V107GLDSPDR GOLD TR$7060.29%2,306CommonNONE
025816109AXPAMERICAN EXPRESS CO$7050.29%2,215CommonNONE
369604301GEGE AEROSPACE$6960.29%2,715CommonNONE
038222105AMATAPPLIED MATLS INC$6830.28%3,734CommonNONE
78464A763SDYSPDR SERIES TRUST$6820.28%5,026CommonNONE
37954Y384BUGGLOBAL X FDS$6650.27%17,983CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$6560.27%1,194CommonNONE
49456B101KMIKINDER MORGAN INC DEL$6510.27%22,188CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$6460.26%22,133CommonNONE
337738108FISVFISERV INC$6450.26%3,738CommonNONE
931142103WMTWALMART INC$6420.26%6,561CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$6370.26%4,672CommonNONE
438516106HONHONEYWELL INTL INC$6340.26%2,728CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$6250.26%15,829CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$6160.25%17,440CommonNONE
747525103QCOMQUALCOMM INC$5990.25%3,753CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$5920.24%1,920CommonNONE
718172109PMPHILIP MORRIS INTL INC$5910.24%3,240CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5760.24%13,351CommonNONE
504922105LHLABCORP HOLDINGS INC$5640.23%2,151CommonNONE
060505104BACBANK AMERICA CORP$5550.23%11,777CommonNONE
464287200IVVISHARES TR$5500.23%886CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$5460.22%7,030CommonNONE
443510607HUBBHUBBELL INC$5400.22%1,322CommonNONE
89832Q109TFCTRUIST FINL CORP$5370.22%12,495CommonNONE
040413205ANETARISTA NETWORKS INC$5190.21%5,081CommonNONE
231021106CMICUMMINS INC$5140.21%1,570CommonNONE
464287606IJKISHARES TR$5040.21%5,544CommonNONE
922908363VOOVANGUARD INDEX FDS$5020.21%883CommonNONE
921910816MGKVANGUARD WORLD FD$4880.20%1,326CommonNONE
69374H857CALFPACER FDS TR$4880.20%12,347CommonNONE
26875P101EOGEOG RES INC$4780.20%4,002CommonNONE
46432F842IEFAISHARES TR$4740.19%5,678CommonNONE
697435105PANWPALO ALTO NETWORKS INC$4700.19%2,299CommonNONE
464287507IJHISHARES TR$4590.19%7,419CommonNONE
92537N108VRTVERTIV HOLDINGS CO$4560.19%3,553CommonNONE
58933Y105MRKMERCK &CO INC$4460.18%5,608CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$4400.18%6,013CommonNONE
872590104TMUST-MOBILE US INC$4350.18%1,827CommonNONE
617446448MSMORGAN STANLEY$4290.18%3,041CommonNONE
97717W307DLNWISDOMTREE TR$4160.17%5,054CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$4120.17%2,796CommonNONE
244199105DEDEERE &CO$4060.17%797CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4050.17%3,011CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$4030.17%4,935CommonNONE
922908736VUGVANGUARD INDEX FDS$4020.16%916CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$4010.16%5,502CommonNONE
548661107LOWLOWES COS INC$3990.16%1,795CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3980.16%4,230CommonNONE
69351T106PPLPPL CORP$3960.16%11,713CommonNONE
969457100WMBWILLIAMS COS INC$3870.16%6,160CommonNONE
88160R101TSLATESLA INC$3860.16%1,210CommonNONE
464287598IWDISHARES TR$3810.16%1,968CommonNONE
00724F101ADBEADOBE INC$3730.15%961CommonNONE
718546104PSXPHILLIPS 66$3700.15%3,094CommonNONE
46137Y401CZAINVESCO EXCHANGE TRADED FD T$3670.15%3,435CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$3630.15%830CommonNONE
655844108NSCNORFOLK SOUTHN CORP$3610.15%1,406CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$3590.15%659CommonNONE
46434V456IQLTISHARES TR$3560.15%8,193CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$3470.14%677CommonNONE
904767704UNILEVER PLC$3400.14%5,585CommonNONE
36828A101GEVGE VERNOVA INC$3380.14%635CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3320.14%3,945CommonNONE
375558103GILDGILEAD SCIENCES INC$3300.14%2,975CommonNONE
053332102AZOAUTOZONE INC$3240.13%87CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3240.13%6,149CommonNONE
92840M102VSTVISTRA CORP$3240.13%1,657CommonNONE
94106L109WMWASTE MGMT INC DEL$3210.13%1,398CommonNONE
579780206MKCMCCORMICK &CO INC$3190.13%4,237CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$3170.13%2,200CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$3150.13%2,580CommonNONE
20825C104COPCONOCOPHILLIPS$3090.13%3,457CommonNONE
464287887IJTISHARES TR$3080.13%2,317CommonNONE
78463X202FEZSPDR INDEX SHS FDS$3070.13%5,139CommonNONE
911363109URIUNITED RENTALS INC$3060.13%404CommonNONE
808513105SCHWSCHWAB CHARLES CORP$2980.12%3,296CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$2970.12%3,000CommonNONE
693506107PPGPPG INDS INC$2960.12%2,595CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$2930.12%8,077CommonNONE
464287325IXJISHARES TR$2880.12%3,329CommonNONE
949746101WMT2WELLS FARGO CO NEW$2800.11%3,495CommonNONE
126408103CSXCSX CORP$2800.11%8,590CommonNONE
464285204IAUISHARES GOLD TR$2800.11%4,557CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2770.11%6,003CommonNONE
56585A102MPCMARATHON PETE CORP$2760.11%1,659CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$2750.11%3,700CommonNONE
464287523SOXXISHARES TR$2740.11%1,150CommonNONE
81762P102NOWSERVICENOW INC$2700.11%263CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$2650.11%3,852CommonNONE
65339F101NEENEXTERA ENERGY INC$2590.11%3,738CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$2580.11%9,338CommonNONE
464287481IWPISHARES TR$2550.10%1,835CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$2530.10%507CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$2520.10%901CommonNONE
717081103PFEPFIZER INC$2510.10%10,440CommonNONE
92204A108VCRVANGUARD WORLD FD$2490.10%687CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$2490.10%5,435CommonNONE
92204A603VISVANGUARD WORLD FD$2470.10%888CommonNONE
66987V109NVSNOVARTIS AG$2420.10%2,000CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$2410.10%2,500CommonNONE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$2410.10%2,665CommonNONE
00206R102TAT&T INC$2360.10%8,142CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2340.10%1,654CommonNONE
464287432TLTISHARES TR$2300.09%2,608CommonNONE
922908751VBVANGUARD INDEX FDS$2280.09%968CommonNONE
922908611VBRVANGUARD INDEX FDS$2250.09%1,153CommonNONE
464288877EFVISHARES TR$2240.09%3,526CommonNONE
92338C103VLTOVERALTO CORP$2210.09%2,187CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$2180.09%1,842CommonNONE
701094104PHPARKER-HANNIFIN CORP$2180.09%313CommonNONE
46432F834IXUSISHARES TR$2150.09%2,786CommonNONE
872540109TJXTJX COS INC NEW$2140.09%1,732CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2130.09%377CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2120.09%1,584CommonNONE
H1467J104CBCHUBB LIMITED$2110.09%730CommonNONE
776696106ROPROPER TECHNOLOGIES INC$2100.09%369CommonNONE
950810101WSBCWESBANCO INC$2100.09%6,636CommonNONE
464287473IWSISHARES TR$2070.08%1,565CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$2030.08%1,452CommonNONE
744320102PRUPRUDENTIAL FINL INC$2020.08%1,896CommonNONE
929160109VMCVULCAN MATLS CO$2010.08%770CommonNONE
G29183103ETNEATON CORP PLC$2000.08%560CommonNONE
580135101MCDMCDONALDS CORP$1980.08%680CommonNONE
219350105GLWCORNING INC$1970.08%3,771CommonNONE
009158106APDAIR PRODS &CHEMS INC$1970.08%700CommonNONE
464288885EFGISHARES TR$1940.08%1,722CommonNONE
893641100TDGTRANSDIGM GROUP INC$1940.08%128CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1930.08%1,855CommonNONE
09260D107BXBLACKSTONE INC$1930.08%1,290CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1920.08%885CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1920.08%594CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$1890.08%1,610CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1860.08%3,280CommonNONE
646025106NJRNEW JERSEY RES CORP$1860.08%4,140CommonNONE
704326107PAYXPAYCHEX INC$1810.07%1,244CommonNONE
922908595VBKVANGUARD INDEX FDS$1800.07%649CommonNONE
922908637VVVANGUARD INDEX FDS$1790.07%628CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$1790.07%5,350CommonNONE
46432F339QUALISHARES TR$1770.07%967CommonNONE
46434G103IEMGISHARES INC$1730.07%2,858CommonNONE
34959J108FTVFORTIVE CORP$1700.07%3,253CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1680.07%3,255CommonNONE
46428Q109SLVISHARES SILVER TR$1670.07%5,065CommonNONE
803054204SAPSAP SE$1650.07%543CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$1650.07%837CommonNONE
863667101SYKSTRYKER CORPORATION$1620.07%408CommonNONE
74762E102QUREQUANTA SVCS INC$1620.07%429CommonNONE
464287499IWRISHARES TR$1600.07%1,741CommonNONE
04626A103ALABASTERA LABS INC$1590.07%1,748CommonNONE
833034101SNASNAP ON INC$1560.06%500CommonNONE
33740U851XPNDFIRST TR EXCHNG TRADED FD VI$1550.06%4,600CommonNONE
832696405SJMSMUCKER J M CO$1520.06%1,543CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$1510.06%1,674CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$1500.06%2,640CommonNONE
25063F107DXYZDESTINY TECH100 INC$1480.06%3,900CommonNONE
464288240ACWXISHARES TR$1410.06%2,294CommonNONE
636180101NFGNATIONAL FUEL GAS CO$1410.06%1,650CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1400.06%468CommonNONE
761152107RMDRESMED INC$1390.06%540CommonNONE
21036P108STZCONSTELLATION BRANDS INC$1370.06%847CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1360.06%2,763CommonNONE
046353108AZNNASTRAZENECA PLC$1340.05%1,899CommonNONE
29250N105ENBENBRIDGE INC$1330.05%2,931CommonNONE
464287861IEVISHARES TR$1330.05%2,100CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$1310.05%3,435CommonNONE
345370860FFORD MTR CO$1300.05%11,931CommonNONE
464287234EEMISHARES TR$1280.05%2,672CommonNONE
26884L109EQTEQT CORP$1240.05%2,162CommonNONE
78464A359CWBSPDR SERIES TRUST$1240.05%1,529CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1230.05%547CommonNONE
G3265R107APTVAPTIV PLC$1220.05%1,798CommonNONE
922908744VTVVANGUARD INDEX FDS$1210.05%686CommonNONE
372460105GPCGENUINE PARTS CO$1210.05%1,000CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$1200.05%1,945CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$1190.05%431CommonNONE
126650100CVSCVS HEALTH CORP$1170.05%1,682CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1170.05%380CommonNONE
464287119ILCGISHARES TR$1170.05%1,200CommonNONE
482480100KLACKLA CORP$1170.05%130CommonNONE
922908512VOEVANGUARD INDEX FDS$1160.05%697CommonNONE
902681105UGIUGI CORP NEW$1160.05%3,185CommonNONE
59156R108METMETLIFE INC$1150.05%1,430CommonNONE
512807306LRCXLAM RESEARCH CORP$1140.05%1,168CommonNONE
20030N101CMCSACOMCAST CORP NEW$1140.05%3,195CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1110.05%411CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1110.05%489CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1110.05%5,001CommonNONE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$1110.05%1,885CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$1100.05%3,169CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1090.04%594CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$1080.04%1,708CommonNONE
74340W103PLDPROLOGIS INC.$1070.04%1,019CommonNONE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$1070.04%2,735CommonNONE
871829107SYYSYSCO CORP$1060.04%1,400CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$1050.04%1,901CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$1050.04%7,594CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1050.04%1,050CommonNONE
25243Q205DEODIAGEO PLC$1050.04%1,045CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1040.04%1,538CommonNONE
37954Y715BOTZGLOBAL X FDS$1030.04%3,119CommonNONE
854502101SWKSTANLEY BLACK &DECKER INC$1020.04%1,479CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$1000.04%2,391CommonNONE
92204A504VHTVANGUARD WORLD FD$1000.04%402CommonNONE
654106103NKENIKE INC$1000.04%1,425CommonNONE
78468R853SPSMSPDR SERIES TRUST$1000.04%2,388CommonNONE
78435P105SEZLSEZZLE INC$1000.04%557CommonNONE
92204A801VAWVANGUARD WORLD FD$1000.04%510CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$990.04%694CommonNONE
464287655IWMISHARES TR$960.04%442CommonNONE
46429B697USMVISHARES TR$940.04%1,007CommonNONE
002824100ABTABBOTT LABS$940.04%700CommonNONE
806857108SLBSCHLUMBERGER LTD$940.04%2,821CommonNONE
464287812IYKISHARES TR$890.04%1,260CommonNONE
892331307TMTOYOTA MOTOR CORP$880.04%511CommonNONE
032654105ADIANALOG DEVICES INC$880.04%369CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$870.04%671CommonNONE
25746U109DDOMINION ENERGY INC$860.04%1,525CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$850.03%2,763CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$840.03%287CommonNONE
253868103DLRDIGITAL RLTY TR INC$830.03%478CommonNONE
773903109ROKROCKWELL AUTOMATION INC$830.03%249CommonNONE
466313103JBLJABIL INC$820.03%376CommonNONE
98419M100XYLXYLEM INC$820.03%634CommonNONE
922908629VOVANGUARD INDEX FDS$820.03%291CommonNONE
461202103INTUINTUIT$820.03%104CommonNONE
452308109ITWILLINOIS TOOL WKS INC$820.03%328CommonNONE
22822V101CCICROWN CASTLE INC$820.03%800CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$810.03%366CommonNONE
501044101KRKROGER CO$810.03%1,137CommonNONE
55261F104MTBM &T BK CORP$810.03%417CommonNONE
26614N102DDDUPONT DE NEMOURS INC$810.03%1,165CommonNONE
571903202MARMARRIOTT INTL INC NEW$800.03%295CommonNONE
97717W604DESWISDOMTREE TR$800.03%2,524CommonNONE
337932107FEFIRSTENERGY CORP$790.03%1,980CommonNONE
33733E831MISLFIRST TR EXCHANGE-TRADED FD$790.03%2,115CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$770.03%260CommonNONE
31428X106FDXFEDEX CORP$760.03%340CommonNONE
G5960L103MDTMEDTRONIC PLC$760.03%870CommonNONE
464287556IBBISHARES TR$760.03%609CommonNONE
58733R102MELIMERCADOLIBRE INC$750.03%29CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$750.03%1,302CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$740.03%175CommonNONE
00123Q104AGNCAGNC INVT CORP$740.03%8,000CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$720.03%230CommonNONE
609207105MDLZMONDELEZ INTL INC$720.03%1,064CommonNONE
882508104TXNTEXAS INSTRS INC$710.03%339CommonNONE
82509L107SHOPSHOPIFY INC$700.03%600CommonNONE
464287804IJRISHARES TR$700.03%636CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$700.03%2,874CommonNONE
855244109SBUXSTARBUCKS CORP$680.03%755CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$680.03%1,207CommonNONE
29444U700EQIXEQUINIX INC$680.03%85CommonNONE
37954Y632AIQGLOBAL X FDS$680.03%1,565CommonNONE
58155Q103MCKMCKESSON CORP$680.03%93CommonNONE
00162Q361OGIGALPS ETF TR$670.03%1,244CommonNONE
695156109PKGPACKAGING CORP AMER$660.03%350CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$640.03%730CommonNONE
988498101YUMYUM BRANDS INC$640.03%439CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$630.03%1,790CommonNONE
842587107SOSOUTHERN CO$630.03%693CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$630.03%1,271CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$630.03%500CommonNONE
458140100INTCINTEL CORP$620.03%2,744CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$620.03%810CommonNONE
443573100HUBSHUBSPOT INC$620.03%114CommonNONE
464288828IHFISHARES TR$620.03%1,274CommonNONE
03073E105CORCENCORA INC$610.02%205CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$600.02%331CommonNONE
45687V106IRINGERSOLL RAND INC$590.02%714CommonNONE
29084Q100EMEEMCOR GROUP INC$590.02%110CommonNONE
806407102HSICHENRY SCHEIN INC$590.02%804CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$590.02%546CommonNONE
48251W104KKRKKR &CO INC$590.02%450CommonNONE
74624M102PPURE STORAGE INC$580.02%1,025CommonNONE
46654Q781JPEFJ P MORGAN EXCHANGE TRADED F$580.02%827CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$570.02%200CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$560.02%618CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$550.02%605CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$550.02%526CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$550.02%397CommonNONE
784117103SEICSEI INVTS CO$540.02%600CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$540.02%782CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$540.02%627CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$530.02%1,059CommonNONE
750940108RALRALLIANT CORP$530.02%1,084CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$530.02%623CommonNONE
92556V106VTRSVIATRIS INC$530.02%5,949CommonNONE
487836108KKELLANOVA$530.02%661CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$520.02%7,595CommonNONE
56167N753MANAGED PORTFOLIO SERIES$520.02%996CommonNONE
464288687PFFISHARES TR$520.02%1,710CommonNONE
03831W108APPAPPLOVIN CORP$510.02%145CommonNONE
04010L103ARCCARES CAPITAL CORP$510.02%2,300CommonNONE
922908538VOTVANGUARD INDEX FDS$510.02%179CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$510.02%1,400CommonNONE
46284V101IRMIRON MTN INC DEL$510.02%500CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$510.02%1,375CommonNONE
747316107KWRQUAKER HOUGHTON$500.02%440CommonNONE
M7S64H106MNDYMONDAY COM LTD$500.02%160CommonNONE
98978V103ZTSZOETIS INC$500.02%318CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$500.02%2,725CommonNONE
780259305SHELSHELL PLC$500.02%725CommonNONE
890110109TMPTOMPKINS FINL CORP$500.02%797CommonNONE
464287630IWNISHARES TR$490.02%313CommonNONE
892356106TSCOTRACTOR SUPPLY CO$490.02%952CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$490.02%1,147CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$480.02%600CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$470.02%1,926CommonNONE
681919106OMCOMNICOM GROUP INC$470.02%659CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$460.02%583CommonNONE
46435U713IFRAISHARES TR$460.02%920CommonNONE
071813109BAXBAXTER INTL INC$450.02%1,500CommonNONE
513272104LWLAMB WESTON HLDGS INC$450.02%867CommonNONE
G4388N106HELEHELEN OF TROY LTD$450.02%1,540CommonNONE
21044C107ROADCONSTRUCTION PARTNERS INC$450.02%425CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$440.02%700CommonNONE
433000106HIMSHIMS &HERS HEALTH INC$440.02%877CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$420.02%175CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$420.02%1,287CommonNONE
92204A884VOXVANGUARD WORLD FD$420.02%249CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$420.02%2,300CommonNONE
56035L104MAINMAIN STR CAP CORP$410.02%700CommonNONE
G54950103LINLINDE PLC$410.02%90CommonNONE
928881101VNTVONTIER CORPORATION$410.02%1,101CommonNONE
33737J802NFTYFIRST TR EXCH TRD ALPHDX FD$400.02%664CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$400.02%187CommonNONE
651639106NEMNEWMONT CORP$400.02%695CommonNONE
53656G498MAGSLISTED FDS TR$390.02%704CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$390.02%280CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$390.02%2,303CommonNONE
67073B106JPCNUVEEN PFD &INCOME OPPORTUN$390.02%4,828CommonNONE
G0176J109ALLEALLEGION PLC$390.02%270CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$380.02%2,000CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$380.02%775CommonNONE
172967424CCITIGROUP INC$370.02%438CommonNONE
871607107SNPSSYNOPSYS INC$370.02%71CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$370.02%1,000CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$370.02%555CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$360.01%450CommonNONE
46434V613IUSBISHARES TR$360.01%788CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$360.01%284CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$360.01%668CommonNONE
025072539AMERICAN CENTY ETF TR$350.01%950CommonNONE
097023105BABOEING CO$350.01%169CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$340.01%800CommonNONE
464287226AGGISHARES TR$340.01%353CommonNONE
670346105NUENUCOR CORP$340.01%265CommonNONE
22052L104CTVACORTEVA INC$340.01%458CommonNONE
817565104SCISERVICE CORP INTL$330.01%400CommonNONE
219948106CPAYCORPAY INC$330.01%100CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$330.01%3,159CommonNONE
464287762IYHISHARES TR$330.01%585CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$330.01%227CommonNONE
88579Y101MMM3M CO$330.01%215CommonNONE
756109104OREALTY INCOME CORP$330.01%575CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$320.01%670CommonNONE
055622104BPBP PLC$320.01%1,040CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$310.01%394CommonNONE
136375102CNICANADIAN NATL RY CO$310.01%300CommonNONE
30161N101EXCEXELON CORP$310.01%694CommonNONE
92189F676SMHVANECK ETF TRUST$310.01%116CommonNONE
46138E669PGHYINVESCO EXCH TRADED FD TR II$310.01%1,558CommonNONE
922908553VNQVANGUARD INDEX FDS$310.01%348CommonNONE
33734K109FEXFIRST TR EXCHANGE-TRADED ALP$300.01%275CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$290.01%256CommonNONE
46434V803HEFAISHARES TR$290.01%773CommonNONE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$290.01%1,479CommonNONE
74347G705DIGPROSHARES TR$290.01%862CommonNONE
075887109BDXBECTON DICKINSON &CO$290.01%171CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$290.01%5CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$280.01%2,132CommonNONE
693718108PCARPACCAR INC$280.01%286CommonNONE
46436E502TECBISHARES TR$280.01%500CommonNONE
064058100BKBANK NEW YORK MELLON CORP$270.01%298CommonNONE
438128308HMCHONDA MOTOR LTD$270.01%952CommonNONE
314211103FHIFEDERATED HERMES INC$270.01%615CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$270.01%435CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$260.01%194CommonNONE
464288117IGOVISHARES TR$260.01%600CommonNONE
922908769VTIVANGUARD INDEX FDS$260.01%84CommonNONE
922020748VCRBVANGUARD MALVERN FDS$260.01%337CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$260.01%105CommonNONE
02072L581STXDEA SERIES TRUST$250.01%709CommonNONE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$250.01%409CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$250.01%357CommonNONE
921937835BNDVANGUARD BD INDEX FDS$250.01%341CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$250.01%370CommonNONE
833445109SNOWSNOWFLAKE INC$250.01%111CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$240.01%189CommonNONE
464288273SCZISHARES TR$240.01%336CommonNONE
95058W100WENWENDYS CO$240.01%2,125CommonNONE
376536108GOODGLADSTONE COMMERCIAL CORP$240.01%1,700CommonNONE
550021109LULULULULEMON ATHLETICA INC$240.01%100CommonNONE
34965K107FTREFORTREA HLDGS INC$230.01%4,672CommonNONE
92912T100XIGDXVOYA GLBL EQTY DIV &PREM OP$230.01%4,000CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$230.01%509CommonNONE
12811P108XCHYXCALAMOS CONV &HIGH INCOME F$230.01%2,100CommonNONE
443201108HWMHOWMET AEROSPACE INC$230.01%126CommonNONE
125269100CFCF INDS HLDGS INC$230.01%250CommonNONE
33734X127FXNFIRST TR EXCHANGE TRADED FD$230.01%1,466CommonNONE
464287291IXNISHARES TR$230.01%250CommonNONE
31609A305FELGFIDELITY COVINGTON TRUST$220.01%593CommonNONE
26922A420QTUMETF SER SOLUTIONS$220.01%240CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$220.01%900CommonNONE
46434V282LRGFISHARES TR$220.01%344CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$220.01%100CommonNONE
46137V571PGJINVESCO EXCHANGE TRADED FD T$220.01%775CommonNONE
95040Q104WELLWELLTOWER INC$220.01%142CommonNONE
260557103DOWDOW INC$220.01%812CommonNONE
256677105DGDOLLAR GEN CORP NEW$210.01%185CommonNONE
464288794IAIISHARES TR$210.01%126CommonNONE
30063P105EXKEXACT SCIENCES CORP$210.01%400CommonNONE
464289529INDYISHARES TR$210.01%410CommonNONE
836100107SOUNSOUNDHOUND AI INC$210.01%2,040CommonNONE
125523100CITHE CIGNA GROUP$210.01%65CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$200.01%1,777CommonNONE
204166102CVLTCOMMVAULT SYS INC$200.01%112CommonNONE
37954Y830COPXGLOBAL X FDS$200.01%440CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$200.01%1,355CommonNONE

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.