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COMMONWEALTH EQUITY SERVICES, LLC

Q2 2025 · 13F-HR

COMMONWEALTH EQUITY SERVICES, LLCholdings as filed

Filed 2025-08-06 · accession 0000312272-25-000015

$75.7M
Reported value
4,248
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 4248

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$2.3M3.07%11,320,083CommonNONE
67066G104NVDANVIDIA CORPORATION$2.0M2.64%12,663,951CommonNONE
464287200IVVISHARES TR$1.8M2.34%2,855,635CommonNONE
594918104MSFTMICROSOFT CORP$1.8M2.33%3,551,280CommonNONE
46090E103QQQINVESCO QQQ TR$1.3M1.77%2,424,153CommonNONE
023135106AMZNAMAZON COM INC$1.2M1.58%5,462,488CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.2M1.57%1,929,406CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.1M1.41%18,733,723CommonNONE
464287614IWFISHARES TR$893,6151.18%2,104,704CommonNONE
922908363VOOVANGUARD INDEX FDS$854,6331.13%1,504,556CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$793,6371.05%1,633,771CommonNONE
922908736VUGVANGUARD INDEX FDS$785,8761.04%1,792,600CommonNONE
922908769VTIVANGUARD INDEX FDS$743,5510.98%2,446,455CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$612,4590.81%2,992,420CommonNONE
922908744VTVVANGUARD INDEX FDS$601,2320.79%3,401,789CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$510,9830.67%1,762,557CommonNONE
46434V621DGROISHARES TR$505,7260.67%7,909,389CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$505,5170.67%12,435,851CommonNONE
30303M102METAMETA PLATFORMS INC$486,3670.64%658,953CommonNONE
02079K305GOOGLALPHABET INC$473,6770.63%2,687,832CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$410,6960.54%414,869CommonNONE
464287804IJRISHARES TR$407,1080.54%3,725,028CommonNONE
464287309IVWISHARES TR$396,3430.52%3,599,847CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$389,5560.51%9,864,666CommonNONE
464287598IWDISHARES TR$387,7650.51%1,996,421CommonNONE
464287507IJHISHARES TR$374,5580.49%6,039,307CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$365,0880.48%7,381,487CommonNONE
46432F339QUALISHARES TR$362,8960.48%1,984,988CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$361,0950.48%5,755,413CommonNONE
02079K107GOOGALPHABET INC$356,8450.47%2,011,638CommonNONE
464287481IWPISHARES TR$346,4730.46%2,498,366CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$341,8660.45%10,750,500CommonNONE
11135F101AVGOBROADCOM INC$333,1860.44%1,208,729CommonNONE
922908629VOVANGUARD INDEX FDS$331,4500.44%1,184,471CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$328,7800.43%2,466,280CommonNONE
464288414MUBISHARES TR$319,6320.42%3,059,268CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$318,0830.42%12,003,126CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$313,0830.41%8,735,571CommonNONE
88160R101TSLATESLA INC$304,6520.40%959,052CommonNONE
78463V107GLDSPDR GOLD TR$301,7440.40%989,876CommonNONE
46432F842IEFAISHARES TR$297,7080.39%3,566,216CommonNONE
464287473IWSISHARES TR$289,9820.38%2,194,504CommonNONE
532457108LLYELI LILLY & CO$289,5970.38%371,502CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$289,4750.38%5,091,909CommonNONE
92826C839VVISA INC$282,5950.37%795,929CommonNONE
69374H881COWZPACER FDS TR$281,9400.37%5,116,878CommonNONE
742718109PGPROCTER AND GAMBLE CO$278,4960.37%1,748,031CommonNONE
931142103WMTWALMART INC$269,2690.36%2,753,826CommonNONE
30231G102XOMEXXON MOBIL CORP$265,2590.35%2,460,657CommonNONE
922908751VBVANGUARD INDEX FDS$260,4860.34%1,099,191CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$255,8310.34%2,342,774CommonNONE
437076102HDHOME DEPOT INC$246,5370.33%672,424CommonNONE
921937827BSVVANGUARD BD INDEX FDS$246,1690.33%3,127,945CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$246,0740.33%6,077,404CommonNONE
478160104JNJJOHNSON & JOHNSON$244,3610.32%1,599,742CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$244,2060.32%1,343,710CommonNONE
464285204IAUISHARES GOLD TR$239,9210.32%3,847,359CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$239,2500.32%1,755,061CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$236,2090.31%1,040,109CommonNONE
64110L106NFLXNETFLIX INC$235,7760.31%176,067CommonNONE
464289438IWYISHARES TR$231,1900.31%937,852CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$230,8190.30%911,498CommonNONE
00287Y109ABBVABBVIE INC$223,6410.30%1,204,834CommonNONE
464287408IVEISHARES TR$217,4300.29%1,112,628CommonNONE
464287150ITOTISHARES TR$216,3950.29%1,602,451CommonNONE
46429B697USMVISHARES TR$206,7340.27%2,202,341CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$206,4510.27%700,355CommonNONE
31423L800FLCGFEDERATED HERMES ETF TRUST$197,1310.26%6,529,679CommonNONE
464287226AGGISHARES TR$190,5020.25%1,920,386CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$185,8850.25%4,295,936CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$185,8840.25%2,241,726CommonNONE
65339F101NEENEXTERA ENERGY INC$183,0590.24%2,636,978CommonNONE
166764100CVXCHEVRON CORP NEW$179,1830.24%1,251,367CommonNONE
464287671IUSGISHARES TR$178,9660.24%1,189,933CommonNONE
746729300PVALPUTNAM ETF TRUST$175,2680.23%4,356,644CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$174,2080.23%3,348,866CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$174,0690.23%3,196,272CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD$169,1200.22%2,853,870CommonNONE
92189F643MOATVANECK ETF TRUST$168,7490.22%1,799,219CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$165,6230.22%3,620,174CommonNONE
580135101MCDMCDONALDS CORP$164,8680.22%564,287CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$160,2680.21%5,013,064CommonNONE
464288646IGSBISHARES TR$159,3000.21%3,019,329CommonNONE
68389X105ORCLORACLE CORP$159,0810.21%727,626CommonNONE
78464A409SPYGSPDR SERIES TRUST$158,4720.21%1,662,524CommonNONE
149123101CATCATERPILLAR INC$157,4810.21%405,660CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$155,5470.21%2,859,312CommonNONE
92204A702VGTVANGUARD WORLD FD$152,1690.20%229,419CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$150,3880.20%4,262,710CommonNONE
46434V613IUSBISHARES TR$149,0360.20%3,223,798CommonNONE
46434G103IEMGISHARES INC$146,2450.19%2,436,195CommonNONE
75513E101RTXRTX CORPORATION$145,1890.19%994,308CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$144,9110.19%4,933,976CommonNONE
464287432TLTISHARES TR$144,2490.19%1,634,549CommonNONE
464287630IWNISHARES TR$142,8990.19%905,799CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$142,0600.19%4,863,412CommonNONE
17275R102CSCOCISCO SYS INC$141,9210.19%2,045,560CommonNONE
78464A763SDYSPDR SERIES TRUST$141,1160.19%1,039,685CommonNONE
060505104BACBANK AMERICA CORP$140,1470.19%2,961,691CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$139,5380.18%2,892,574CommonNONE
464287648IWOISHARES TR$139,4380.18%487,785CommonNONE
57636Q104MAMASTERCARD INCORPORATED$138,0440.18%245,656CommonNONE
921937835BNDVANGUARD BD INDEX FDS$136,8520.18%1,858,642CommonNONE
46434V407SHYGISHARES TR$136,6380.18%3,167,324CommonNONE
464287721IYWISHARES TR$132,4000.17%764,124CommonNONE
464287663IUSVISHARES TR$131,5330.17%1,389,971CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$131,2820.17%1,540,685CommonNONE
31609A305FELGFIDELITY COVINGTON TRUST$130,3590.17%3,520,372CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$130,2770.17%660,567CommonNONE
922908611VBRVANGUARD INDEX FDS$129,8080.17%665,646CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$126,1510.17%3,415,953CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$124,1640.16%2,449,966CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$123,4530.16%1,434,332CommonNONE
97717X669DGRWWISDOMTREE TR$123,0760.16%1,469,742CommonNONE
316092113FELCFIDELITY COVINGTON TRUST$122,0150.16%3,537,702CommonNONE
464287655IWMISHARES TR$119,2770.16%552,746CommonNONE
464288877EFVISHARES TR$118,8120.16%1,871,651CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$118,8060.16%2,810,643CommonNONE
58933Y105MRKMERCK & CO INC$118,6440.16%1,498,783CommonNONE
143658300CCL1EURCARNIVAL CORP$116,7560.15%4,152,076CommonNONE
191216100KOCOCA COLA CO$115,7210.15%1,635,634CommonNONE
464287465EFAISHARES TR$115,2420.15%1,289,204CommonNONE
031162100AMGNAMGEN INC$114,9770.15%411,795CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$114,7900.15%260,501CommonNONE
315912808ONEQFIDELITY COMWLTH TR$113,7160.15%1,419,678CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$113,5160.15%2,539,511CommonNONE
539830109LMTLOCKHEED MARTIN CORP$113,3080.15%244,651CommonNONE
002824100ABTABBOTT LABS$113,1760.15%832,119CommonNONE
922908637VVVANGUARD INDEX FDS$112,9060.15%395,745CommonNONE
697435105PANWPALO ALTO NETWORKS INC$112,8260.15%551,340CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$112,1820.15%1,112,693CommonNONE
922908538VOTVANGUARD INDEX FDS$111,5350.15%392,190CommonNONE
00206R102TAT&T INC$110,7860.15%3,828,137CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$110,4340.15%1,806,550CommonNONE
09260D107BXBLACKSTONE INC$110,1860.15%736,637CommonNONE
46432F834IXUSISHARES TR$109,9660.15%1,422,409CommonNONE
713448108PEPPEPSICO INC$108,2890.14%820,122CommonNONE
369604301GEGE AEROSPACE$106,5280.14%413,879CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$104,8770.14%1,560,204CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$103,7060.14%1,141,009CommonNONE
254687106DISDISNEY WALT CO$102,9330.14%830,040CommonNONE
464287101OEFISHARES TR$102,7900.14%337,735CommonNONE
69344A107PULSPGIM ETF TR$102,1930.13%2,053,712CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$101,9640.13%2,890,125CommonNONE
02072Q770TRIOEA SERIES TRUST$101,5970.13%1,624,092CommonNONE
78464A854SPYMSPDR SERIES TRUST$101,5130.13%1,396,513CommonNONE
717081103PFEPFIZER INC$101,4190.13%4,183,958CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$100,3320.13%1,021,295CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$100,0260.13%1,413,400CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$99,6080.13%195,574CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$99,5680.13%1,367,310CommonNONE
718172109PMPHILIP MORRIS INTL INC$99,1550.13%544,421CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$98,9550.13%317,193CommonNONE
46435G672IAGGISHARES TR$98,5540.13%1,929,034CommonNONE
46429B663HDVISHARES TR$98,1720.13%837,859CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$97,6590.13%134CommonNONE
842587107SOSOUTHERN CO$97,0670.13%1,057,031CommonNONE
025816109AXPAMERICAN EXPRESS CO$96,8970.13%303,772CommonNONE
747525103QCOMQUALCOMM INC$96,1990.13%604,037CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$96,1130.13%424,358CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$94,5370.12%133,574CommonNONE
02209S103MOALTRIA GROUP INC$93,6150.12%1,596,710CommonNONE
19761L706RECSCOLUMBIA ETF TR I$92,6100.12%2,517,266CommonNONE
548661107LOWLOWES COS INC$92,3200.12%416,098CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$91,9310.12%881,490CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$91,8210.12%1,007,914CommonNONE
233051200DBEFDBX ETF TR$91,7570.12%2,097,298CommonNONE
316092527FSMDFIDELITY COVINGTON TRUST$91,5770.12%2,208,276CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$90,8610.12%1,275,063CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$90,0800.12%668,296CommonNONE
302635206FSKFS KKR CAP CORP$89,5140.12%4,313,907CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$89,4730.12%630,534CommonNONE
79466L302CRMSALESFORCE INC$89,0070.12%326,403CommonNONE
244199105DEDEERE & CO$88,6690.12%174,377CommonNONE
464287499IWRISHARES TR$88,6310.12%963,696CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$87,8230.12%1,676,974CommonNONE
74348A467NOBLPROSHARES TR$87,2260.12%866,196CommonNONE
097023105BABOEING CO$87,2080.12%416,206CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$87,0620.12%1,026,551CommonNONE
G29183103ETNEATON CORP PLC$87,0050.11%243,718CommonNONE
921910816MGKVANGUARD WORLD FD$85,9000.11%234,590CommonNONE
438516106HONHONEYWELL INTL INC$85,8860.11%368,801CommonNONE
464287168DVYISHARES TR$85,6910.11%645,214CommonNONE
46432F396MTUMISHARES TR$85,3570.11%355,181CommonNONE
78468R663BILSPDR SERIES TRUST$85,1930.11%928,738CommonNONE
921937819BIVVANGUARD BD INDEX FDS$84,6220.11%1,094,160CommonNONE
594972408MSTRMICROSTRATEGY INC$83,8100.11%207,331CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$83,5310.11%895,290CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$83,3170.11%3,702,965CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$82,2090.11%1,226,641CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$80,8280.11%1,346,019CommonNONE
G5960L103MDTMEDTRONIC PLC$79,9280.11%916,922CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$79,7540.11%2,939,691CommonNONE
78464A508SPYVSPDR SERIES TRUST$77,7220.10%1,484,953CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$77,1910.10%1,021,316CommonNONE
291011104EMREMERSON ELEC CO$76,1610.10%571,223CommonNONE
922908512VOEVANGUARD INDEX FDS$75,5850.10%459,593CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$75,2770.10%2,263,280CommonNONE
922908595VBKVANGUARD INDEX FDS$74,9690.10%270,703CommonNONE
464288885EFGISHARES TR$74,4260.10%664,514CommonNONE
46435G516ESGDISHARES TR$73,5020.10%823,830CommonNONE
464287622IWBISHARES TR$73,2680.10%215,766CommonNONE
46436E718SGOVISHARES TR$72,9970.10%724,972CommonNONE
464287606IJKISHARES TR$72,9280.10%801,588CommonNONE
032654105ADIANALOG DEVICES INC$71,8660.09%301,931CommonNONE
69374H105PTLCPACER FDS TR$71,8240.09%1,414,973CommonNONE
97717Y527USFRWISDOMTREE TR$71,3670.09%1,418,540CommonNONE
464288158SUBISHARES TR$71,1410.09%668,997CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$70,3640.09%596,308CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$69,3030.09%855,909CommonNONE
092528603BINCBLACKROCK ETF TRUST II$69,2870.09%1,311,251CommonNONE
36828A101GEVGE VERNOVA INC$68,8540.09%130,121CommonNONE
94106L109WMWASTE MGMT INC DEL$68,6970.09%300,221CommonNONE
921909768VXUSVANGUARD STAR FDS$68,3780.09%989,700CommonNONE
92189F676SMHVANECK ETF TRUST$68,3400.09%245,052CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$67,8620.09%559,083CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$67,3100.09%1,697,165CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$67,2250.09%823,232CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$67,1580.09%1,025,317CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$67,0620.09%664,375CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$66,8900.09%9,213,437CommonNONE
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464287523SOXXISHARES TR$66,4530.09%278,397CommonNONE
464287887IJTISHARES TR$66,4350.09%499,359CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$66,4240.09%1,670,634CommonNONE
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038222105AMATAPPLIED MATLS INC$65,6830.09%358,786CommonNONE
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617446448MSMORGAN STANLEY$65,2630.09%463,321CommonNONE
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81762P102NOWSERVICENOW INC$64,3710.09%62,613CommonNONE
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88579Y101MMM3M CO$62,3300.08%409,416CommonNONE
863667101SYKSTRYKER CORPORATION$62,1110.08%156,992CommonNONE
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46435G425ESGUISHARES TR$57,6070.08%425,773CommonNONE
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92204A504VHTVANGUARD WORLD FD$57,5300.08%231,660CommonNONE
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14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$54,4560.07%2,099,696CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$54,2050.07%1,170,983CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$54,1170.07%1,565,424CommonNONE
00888H406JULWAIM ETF PRODUCTS TRUST$53,9610.07%1,451,743CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$53,4690.07%397,867CommonNONE
N07059210ASMLASML HOLDING N V$53,3600.07%66,585CommonNONE
316092782FVALFIDELITY COVINGTON TRUST$53,0250.07%830,198CommonNONE
949746101WMT2WELLS FARGO CO NEW$52,8290.07%659,370CommonNONE
37954Y673PAVEGLOBAL X FDS$52,5840.07%1,206,620CommonNONE
872590104TMUST-MOBILE US INC$52,2090.07%219,127CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$52,2020.07%1,063,178CommonNONE
97717W307DLNWISDOMTREE TR$52,0370.07%633,518CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$51,9920.07%161,085CommonNONE
92189H409HYDVANECK ETF TRUST$50,7700.07%1,011,144CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$50,2860.07%2,049,148CommonNONE
512807306LRCXLAM RESEARCH CORP$50,0420.07%514,099CommonNONE
46654Q716JBNDJ P MORGAN EXCHANGE TRADED F$49,9670.07%932,398CommonNONE
369550108GDGENERAL DYNAMICS CORP$49,6640.07%170,280CommonNONE
316092360FFLCFIDELITY COVINGTON TRUST$49,3950.07%1,010,943CommonNONE
464288307IMCGISHARES TR$49,2410.07%613,744CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$49,2110.07%2,426,579CommonNONE
882508104TXNTEXAS INSTRS INC$49,1700.06%236,829CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$48,9560.06%1,019,698CommonNONE
46434G764EMXCISHARES INC$48,6880.06%771,118CommonNONE
92204A207VDCVANGUARD WORLD FD$48,5050.06%221,486CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$48,0110.06%1,020,206CommonNONE
09290D101BLKBLACKROCK INC$47,9420.06%45,691CommonNONE
G54950103LINLINDE PLC$47,7480.06%101,769CommonNONE
05613H100BKDVBNY MELLON ETF TRUST II$47,7000.06%1,792,557CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$47,6690.06%796,214CommonNONE
922907746VTEBVANGUARD MUN BD FDS$47,5970.06%970,763CommonNONE
907818108UNPUNION PAC CORP$47,1030.06%204,725CommonNONE
922908652VXFVANGUARD INDEX FDS$47,0840.06%244,328CommonNONE
316092824FDLOFIDELITY COVINGTON TRUST$46,9270.06%747,249CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$46,5890.06%945,768CommonNONE
464288679SHVISHARES TR$46,4610.06%420,770CommonNONE
00888H505OCTWAIM ETF PRODUCTS TRUST$46,4430.06%1,254,878CommonNONE
78468R523BILSSPDR SERIES TRUST$46,1200.06%463,841CommonNONE
82509L107SHOPSHOPIFY INC$46,0550.06%399,263CommonNONE
72201R775BONDPIMCO ETF TR$45,9510.06%498,494CommonNONE
61774R106CVIEMORGAN STANLEY ETF TRUST$45,8780.06%704,739CommonNONE
29250N105ENBENBRIDGE INC$45,7060.06%1,008,508CommonNONE
74933W452TBILRBB FD INC$45,6830.06%913,760CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$45,5060.06%209,387CommonNONE
47103U845JAAAJANUS DETROIT STR TR$45,4420.06%895,402CommonNONE
46434VBD1IBDQISHARES TR$45,2070.06%1,795,348CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$45,1390.06%1,826,770CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$44,9590.06%908,073CommonNONE
872540109TJXTJX COS INC NEW$44,1230.06%357,298CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$44,1170.06%595,860CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$43,9920.06%1,157,385CommonNONE
921910873MGCVANGUARD WORLD FD$43,7310.06%194,427CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$43,6320.06%80,293CommonNONE
31609A503FMDEFIDELITY COVINGTON TRUST$43,6260.06%1,267,668CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$43,5130.06%107,317CommonNONE
316092717FIVAFIDELITY COVINGTON TRUST$43,4580.06%1,481,199CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$43,3560.06%1,773,982CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$43,3500.06%1,961,550CommonNONE
595112103MUMICRON TECHNOLOGY INC$43,2600.06%350,996CommonNONE
855244109SBUXSTARBUCKS CORP$43,1660.06%471,090CommonNONE
452308109ITWILLINOIS TOOL WKS INC$43,1060.06%174,343CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$42,6160.06%668,910CommonNONE
921910840MGVVANGUARD WORLD FD$42,6140.06%324,804CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$42,5820.06%1,369,628CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$42,4780.06%1,156,177CommonNONE
025072174AVNMAMERICAN CENTY ETF TR$42,4120.06%649,388CommonNONE
009158106APDAIR PRODS & CHEMS INC$42,3290.06%150,071CommonNONE
46435G326IDEVISHARES TR$42,2410.06%555,511CommonNONE
69374H857CALFPACER FDS TR$41,9610.06%1,053,894CommonNONE
14040H105COFCAPITAL ONE FINL CORP$41,3170.05%194,194CommonNONE
78468R853SPSMSPDR SERIES TRUST$41,2670.05%968,708CommonNONE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$41,0040.05%1,052,741CommonNONE
61774R205CVLCMORGAN STANLEY ETF TRUST$40,9270.05%534,710CommonNONE
911363109URIUNITED RENTALS INC$40,8360.05%54,203CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$40,8330.05%376,028CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$40,6300.05%217,950CommonNONE
46434V456IQLTISHARES TR$40,6270.05%939,994CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$40,5830.05%81,169CommonNONE
46434V860TFLOISHARES TR$39,9980.05%789,698CommonNONE
46435G524IGROISHARES TR$39,9650.05%506,587CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$39,5840.05%307,733CommonNONE
209115104EDCONSOLIDATED EDISON INC$39,4060.05%392,688CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$39,3400.05%392,809CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$39,2300.05%936,939CommonNONE
704326107PAYXPAYCHEX INC$39,1340.05%269,037CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$39,0190.05%1,103,793CommonNONE
375558103GILDGILEAD SCIENCES INC$39,0060.05%351,818CommonNONE
45782C771BOCTINNOVATOR ETFS TRUST$38,8760.05%855,367CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$38,8240.05%144,150CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$38,6970.05%359,303CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$38,5270.05%497,121CommonNONE
219350105GLWCORNING INC$38,2500.05%727,329CommonNONE
464288653TLHISHARES TR$38,1850.05%375,840CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$38,1810.05%1,231,259CommonNONE
756109104OREALTY INCOME CORP$38,1520.05%662,238CommonNONE
464287705IJJISHARES TR$38,1050.05%308,340CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$37,7520.05%860,155CommonNONE
97717W505DONWISDOMTREE TR$37,6030.05%750,263CommonNONE
46654Q781JPEFJ P MORGAN EXCHANGE TRADED F$37,3490.05%532,493CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$37,3220.05%504,288CommonNONE
654106103NKENIKE INC$37,2160.05%523,870CommonNONE
125523100CITHE CIGNA GROUP$37,0730.05%112,145CommonNONE
20030N101CMCSACOMCAST CORP NEW$36,9040.05%1,034,009CommonNONE
45783Y681QFLRINNOVATOR ETFS TRUST$36,9020.05%1,236,666CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$36,8490.05%1,453,624CommonNONE
29273V100ETENERGY TRANSFER L P$36,7050.05%2,024,534CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$36,6110.05%457,003CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$36,4770.05%595,930CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$36,1590.05%333,168CommonNONE
464287119ILCGISHARES TR$35,9560.05%371,067CommonNONE
58155Q103MCKMCKESSON CORP$35,6700.05%48,678CommonNONE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$35,6480.05%395,337CommonNONE
464287689IWVISHARES TR$35,5500.05%101,282CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$35,5160.05%567,530CommonNONE
464288661IEIISHARES TR$35,4880.05%297,995CommonNONE
464288638IGIBISHARES TR$35,4770.05%665,740CommonNONE
74762E102QUREQUANTA SVCS INC$35,3510.05%93,500CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$34,9660.05%429,556CommonNONE
41151J406WINNHARBOR ETF TRUST$34,8990.05%1,198,247CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$34,7770.05%1,084,063CommonNONE
47804J107JHMLJOHN HANCOCK EXCHANGE TRADED$34,4360.05%469,458CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$34,4230.05%331,760CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$34,4080.05%612,786CommonNONE
20825C104COPCONOCOPHILLIPS$34,3110.05%382,333CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$34,2770.05%78,364CommonNONE
001055102AFLAFLAC INC$34,1050.05%323,393CommonNONE
494368103KMBKIMBERLY-CLARK CORP$33,9990.04%263,722CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$33,7390.04%769,430CommonNONE
92537N108VRTVERTIV HOLDINGS CO$33,6860.04%262,335CommonNONE
126408103CSXCSX CORP$33,5230.04%1,027,373CommonNONE
87283Q107TCHPT ROWE PRICE ETF INC$33,4660.04%737,938CommonNONE
00888H208APRWAIM ETF PRODUCTS TRUST$33,3810.04%1,000,525CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$33,3350.04%1,421,526CommonNONE
67092P300NULVNUSHARES ETF TR$33,2270.04%792,723CommonNONE
25746U109DDOMINION ENERGY INC$33,2040.04%587,481CommonNONE
808513105SCHWSCHWAB CHARLES CORP$33,1650.04%363,492CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$33,0950.04%306,495CommonNONE
00162Q452AMLPALPS ETF TR$33,0470.04%676,371CommonNONE
718546104PSXPHILLIPS 66$33,0140.04%276,731CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$32,8950.04%654,965CommonNONE
670100205NVONOVO-NORDISK A S$32,7860.04%475,027CommonNONE
97717W315DEMWISDOMTREE TR$32,6400.04%720,682CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$32,4920.04%336,708CommonNONE
172967424CCITIGROUP INC$32,4330.04%381,031CommonNONE
902973304USBUS BANCORP DEL$32,3310.04%714,501CommonNONE
09290C806THROBLACKROCK ETF TRUST$32,2930.04%907,617CommonNONE
655844108NSCNORFOLK SOUTHN CORP$32,2580.04%126,022CommonNONE
773903109ROKROCKWELL AUTOMATION INC$32,1250.04%96,711CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$32,0060.04%1,285,879CommonNONE
46429B689EFAVISHARES TR$31,6390.04%376,386CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$31,4340.04%491,535CommonNONE
92204A876VPUVANGUARD WORLD FD$31,2700.04%177,159CommonNONE
37954Y574AUSFGLOBAL X FDS$31,1050.04%695,852CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$31,0810.04%140,625CommonNONE
00888H802JANWAIM ETF PRODUCTS TRUST$31,0800.04%889,678CommonNONE
78468R739SHMSPDR SERIES TRUST$31,0160.04%648,463CommonNONE
461202103INTUINTUIT$30,7990.04%39,104CommonNONE
464287176TIPISHARES TR$30,7840.04%279,755CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$30,7830.04%728,071CommonNONE
126650100CVSCVS HEALTH CORP$30,5720.04%443,195CommonNONE
464288208IMCBISHARES TR$30,4590.04%382,362CommonNONE
443201108HWMHOWMET AEROSPACE INC$30,0920.04%161,672CommonNONE
744320102PRUPRUDENTIAL FINL INC$30,0650.04%279,834CommonNONE
316092378FLRGFIDELITY COVINGTON TRUST$30,0640.04%836,351CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$30,0540.04%590,217CommonNONE
87612E106TGTTARGET CORP$29,9350.04%303,443CommonNONE
464287788IYFISHARES TR$29,8380.04%246,618CommonNONE
46137V738PWVINVESCO EXCHANGE TRADED FD T$29,8230.04%479,940CommonNONE
670346105NUENUCOR CORP$29,7370.04%229,556CommonNONE
37954Y715BOTZGLOBAL X FDS$29,7220.04%910,310CommonNONE
46429B291QLTAISHARES TR$29,6340.04%619,443CommonNONE
31428X106FDXFEDEX CORP$29,5840.04%130,147CommonNONE
701094104PHPARKER-HANNIFIN CORP$29,5440.04%42,298CommonNONE
33740U786XDECFIRST TR EXCHNG TRADED FD VI$29,2130.04%752,222CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$29,1520.04%154,478CommonNONE
609207105MDLZMONDELEZ INTL INC$29,0610.04%430,921CommonNONE
33733E823FTGSFIRST TR EXCHANGE-TRADED FD$29,0400.04%849,381CommonNONE
33735K108FTCFIRST TR EXCHANGE-TRADED ALP$28,9960.04%192,066CommonNONE
092528108SHYMBLACKROCK ETF TRUST II$28,9780.04%1,298,897CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$28,9110.04%257,054CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$28,6390.04%72,223CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$28,5800.04%714,150CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$28,5130.04%4,925CommonNONE
316188408FLDRFIDELITY MERRIMACK STR TR$28,4980.04%569,158CommonNONE
571903202MARMARRIOTT INTL INC NEW$28,3940.04%103,926CommonNONE
78464A631XARSPDR SERIES TRUST$28,2440.04%133,894CommonNONE
482480100KLACKLA CORP$28,0440.04%31,308CommonNONE
25434V849DFNMDIMENSIONAL ETF TRUST$27,9460.04%589,215CommonNONE
46435UAA9IBDSISHARES TR$27,7760.04%1,144,457CommonNONE
458140100INTCINTEL CORP$27,7710.04%1,239,771CommonNONE
89832Q109TFCTRUIST FINL CORP$27,7630.04%645,793CommonNONE
00768Y487DWUSADVISORSHARES TR$27,7600.04%546,449CommonNONE
69344A834PAAAPGIM ETF TR$27,7050.04%538,487CommonNONE
45782C789BJULINNOVATOR ETFS TRUST$27,6720.04%587,144CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$27,6030.04%1,455,105CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$27,4390.04%633,845CommonNONE
46435U549EAGGISHARES TR$27,3890.04%576,128CommonNONE
23804L103DDOGDATADOG INC$27,3140.04%203,337CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$27,1530.04%678,655CommonNONE
33939L100TILTFLEXSHARES TR$27,1450.04%121,177CommonNONE
03076C106AMPAMERIPRISE FINL INC$27,1320.04%50,834CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$27,1000.04%722,487CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$27,0310.04%724,892CommonNONE
78409V104SPGIS&P GLOBAL INC$26,8960.04%51,008CommonNONE
501044101KRKROGER CO$26,8810.04%374,756CommonNONE
464287762IYHISHARES TR$26,7960.04%474,440CommonNONE
464287234EEMISHARES TR$26,6990.04%553,452CommonNONE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$26,6430.04%1,043,204CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$26,5710.04%1,492,757CommonNONE
464287291IXNISHARES TR$26,5280.04%287,287CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$26,4440.03%59,398CommonNONE
46429B267GOVTISHARES TR$26,2600.03%1,142,721CommonNONE
316092543FDEMFIDELITY COVINGTON TRUST$26,0130.03%929,370CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$25,9770.03%97,095CommonNONE
235851102DHRDANAHER CORPORATION$25,9180.03%131,205CommonNONE
78468R788SPYDSPDR SERIES TRUST$25,8410.03%608,877CommonNONE
904767704UNILEVER PLC$25,8360.03%422,371CommonNONE
37954Y632AIQGLOBAL X FDS$25,7830.03%590,139CommonNONE
026874784AIGAMERICAN INTL GROUP INC$25,7820.03%301,224CommonNONE
98978V103ZTSZOETIS INC$25,7250.03%164,954CommonNONE
56585A102MPCMARATHON PETE CORP$25,6270.03%154,276CommonNONE
92204A405VFHVANGUARD WORLD FD$25,5870.03%201,001CommonNONE
46435GAA0IBDRISHARES TR$25,5660.03%1,054,259CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$25,4930.03%237,347CommonNONE
04010L103ARCCARES CAPITAL CORP$25,4660.03%1,159,645CommonNONE
132061201SYLDCAMBRIA ETF TR$25,4510.03%391,367CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$25,4200.03%327,871CommonNONE
58733R102MELIMERCADOLIBRE INC$25,3450.03%9,697CommonNONE
464288448IDVISHARES TR$25,2900.03%732,843CommonNONE

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.