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MONEY CONCEPTS CAPITAL CORP

Q1 2026 · 13F-HR

MONEY CONCEPTS CAPITAL CORPholdings as filed

Filed 2026-04-30 · accession 0000716851-26-000007

$1.81B
Reported value
567
Positions
2026-03-31
Period end
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Holdings as filed

First 500 of 567

CUSIPTickerIssuerValue% port.SharesClassVoting
46436E536SVALISHARES TR$98.9M5.47%2,753,087CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$69.5M3.84%619,748CommonNONE
464287473IWSISHARES TR$62.6M3.46%429,682CommonNONE
922908363VOOVANGUARD INDEX FDS$61.1M3.38%102,303CommonNONE
46434G103IEMGISHARES INC$43.1M2.38%618,127CommonNONE
53656G498MAGSLISTED FDS TR$37.9M2.09%653,662CommonNONE
037833100AAPLAPPLE INC$36.3M2.01%143,206CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$31.5M1.74%194,579CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$30.5M1.69%208,270CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$27.0M1.49%546,602CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$26.6M1.47%138,703CommonNONE
78464A805SPTMSPDR SERIES TRUST$24.9M1.38%314,766CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$23.3M1.29%157,470CommonNONE
46432F842IEFAISHARES TR$22.3M1.23%246,444CommonNONE
78464A649SPABSPDR SERIES TRUST$19.5M1.08%760,696CommonNONE
594918104MSFTMICROSOFT CORP$19.3M1.07%52,101CommonNONE
67066G104NVDANVIDIA CORPORATION$18.5M1.02%106,129CommonNONE
464287804IJRISHARES TR$16.7M0.92%134,376CommonNONE
927107409VLGEAVILLAGE SUPER MKT INC$16.5M0.91%391,214CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$16.3M0.90%122,485CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$15.1M0.83%617,202CommonNONE
464287457SHYISHARES TR$13.8M0.77%167,601CommonNONE
464287200IVVISHARES TR$13.3M0.74%20,377CommonNONE
532457108LLYELI LILLY & CO$12.9M0.71%14,054CommonNONE
464287226AGGISHARES TR$12.7M0.70%127,502CommonNONE
478160104JNJJOHNSON & JOHNSON$12.5M0.69%51,138CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$12.4M0.68%365,973CommonNONE
46429B697USMVISHARES TR$11.9M0.66%128,484CommonNONE
46436E718SGOVISHARES TR$11.5M0.64%114,644CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$11.3M0.62%209,059CommonNONE
375558103GILDGILEAD SCIENCES INC$11.1M0.62%79,857CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$11.0M0.61%355,590CommonNONE
921078101OUNZVANECK MERK GOLD ETF$10.4M0.58%231,641CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$10.3M0.57%15,881CommonNONE
14149Y108CAHCARDINAL HEALTH INC$10.0M0.55%47,157CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$9.9M0.55%121,295CommonNONE
78464A854SPYMSPDR SERIES TRUST$9.9M0.55%129,183CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$9.8M0.54%276,345CommonNONE
023135106AMZNAMAZON COM INC$9.7M0.54%46,527CommonNONE
74348A467NOBLPROSHARES TR$9.6M0.53%90,604CommonNONE
344437405FONRFONAR CORP$9.2M0.51%497,482CommonNONE
00287Y109ABBVABBVIE INC$9.2M0.51%42,448CommonNONE
92189F106GDXVANECK ETF TRUST$8.8M0.49%95,626CommonNONE
74933W452TBILRBB FD INC$8.7M0.48%175,189CommonNONE
191216100KOCOCA COLA CO$8.5M0.47%112,060CommonNONE
742718109PGPROCTER & GAMBLE CO$8.5M0.47%58,784CommonNONE
931142103WMTWALMART INC$8.5M0.47%68,029CommonNONE
02079K107GOOGALPHABET INC$8.3M0.46%29,073CommonNONE
78464A474SPSBSPDR SERIES TRUST$7.7M0.42%255,287CommonNONE
46432F834IXUSISHARES TR$7.7M0.42%88,350CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$7.6M0.42%57,987CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7.4M0.41%50,458CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$7.3M0.41%26,380CommonNONE
219350105GLWCORNING INC$7.3M0.40%53,353CommonNONE
92189F676SMHVANECK ETF TRUST$7.2M0.40%18,705CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$7.2M0.40%152,155CommonNONE
717081103PFEPFIZER INC$7.1M0.39%254,239CommonNONE
494368103KMBKIMBERLY-CLARK CORP$7.0M0.39%72,467CommonNONE
464287507IJHISHARES TR$7.0M0.39%103,378CommonNONE
580135101MCDMCDONALDS CORP$6.8M0.38%22,027CommonNONE
17275R102CSCOCISCO SYS INC$6.8M0.38%88,035CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$6.8M0.38%120,253CommonNONE
69374H881COWZPACER FDS TR$6.7M0.37%107,659CommonNONE
437076102HDHOME DEPOT INC$6.4M0.35%19,490CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$6.3M0.35%112,796CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$6.2M0.34%124,169CommonNONE
842587107SOSOUTHERN CO$6.1M0.34%63,141CommonNONE
00206R102TAT&T INC$6.1M0.34%210,143CommonNONE
92189F437ANGLVANECK ETF TRUST$6.0M0.33%208,220CommonNONE
018802108LNTALLIANT ENERGY CORP$5.8M0.32%81,135CommonNONE
464287440IEFISHARES TR$5.8M0.32%60,256CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$5.7M0.32%112,724CommonNONE
194162103CLCOLGATE PALMOLIVE CO$5.6M0.31%65,950CommonNONE
149123101CATCATERPILLAR INC$5.6M0.31%7,855CommonNONE
G5960L103MDTMEDTRONIC PLC$5.5M0.30%63,114CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.4M0.30%22,396CommonNONE
46428Q109SLVISHARES SILVER TR$5.4M0.30%79,561CommonNONE
94106L109WMWASTE MGMT INC DEL$5.2M0.28%22,421CommonNONE
46435U861DIVBISHARES TR$5.1M0.28%95,291CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$5.1M0.28%83,448CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$5.0M0.28%171,621CommonNONE
921937793BLVVANGUARD BD INDEX FDS$4.9M0.27%71,938CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.9M0.27%22,773CommonNONE
92189F791GDXJVANECK ETF TRUST$4.9M0.27%40,743CommonNONE
922908744VTVVANGUARD INDEX FDS$4.8M0.27%24,526CommonNONE
423452101HPHELMERICH & PAYNE INC$4.7M0.26%130,293CommonNONE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$4.6M0.26%152,605CommonNONE
539830109LMTLOCKHEED MARTIN CORP$4.6M0.25%7,629CommonNONE
670100205NVONOVO-NORDISK A S$4.5M0.25%123,261CommonNONE
30303M102METAMETA PLATFORMS INC$4.5M0.25%7,889CommonNONE
464287846IYYISHARES TR$4.5M0.25%28,362CommonNONE
464287523SOXXISHARES TR$4.4M0.25%13,518CommonNONE
438516106HONHONEYWELL INTL INC$4.4M0.24%19,543CommonNONE
817070501SENEASENECA FOODS CORP NEW$4.3M0.24%28,698CommonNONE
78464A409SPYGSPDR SERIES TRUST$4.3M0.24%44,239CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$4.3M0.24%21,255CommonNONE
369550108GDGENERAL DYNAMICS CORP$4.3M0.24%12,430CommonNONE
464287119ILCGISHARES TR$4.3M0.24%44,542CommonNONE
20030N101CMCSACOMCAST CORP NEW$4.2M0.23%147,838CommonNONE
922908769VTIVANGUARD INDEX FDS$4.2M0.23%13,225CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.1M0.23%8,526CommonNONE
46435G409IVLUISHARES TR$4.1M0.22%102,189CommonNONE
315912808ONEQFIDELITY COMWLTH TR$4.0M0.22%47,422CommonNONE
922020805VTIPVANGUARD MALVERN FDS$4.0M0.22%79,415CommonNONE
92189F643MOATVANECK ETF TRUST$3.8M0.21%39,479CommonNONE
33740F672DOCTFIRST TR EXCHNG TRADED FD VI$3.8M0.21%87,811CommonNONE
11135F101AVGOBROADCOM INC$3.8M0.21%12,298CommonNONE
78463V107GLDSPDR GOLD TR$3.8M0.21%8,807CommonNONE
78464A508SPYVSPDR SERIES TRUST$3.7M0.20%65,147CommonNONE
244199105DEDEERE & CO$3.7M0.20%6,540CommonNONE
501044101KRKROGER CO$3.6M0.20%50,190CommonNONE
09290C756PMMFBLACKROCK ETF TRUST$3.6M0.20%36,055CommonNONE
46429B655FLOTISHARES TR$3.6M0.20%70,763CommonNONE
464287721IYWISHARES TR$3.6M0.20%19,855CommonNONE
78464A862XSDSPDR SERIES TRUST$3.5M0.20%10,835CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$3.5M0.19%130,281CommonNONE
33734X192SKYYFIRST TR EXCHANGE-TRADED FD$3.5M0.19%32,092CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$3.5M0.19%46,652CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$3.5M0.19%114,452CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$3.5M0.19%31,759CommonNONE
72201R833MINTPIMCO ETF TR$3.5M0.19%34,317CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$3.4M0.19%3,382CommonNONE
46625H100JPMJPMORGAN CHASE & CO$3.3M0.18%11,351CommonNONE
713448108PEPPEPSICO INC$3.3M0.18%21,223CommonNONE
031162100AMGNAMGEN INC$3.3M0.18%9,312CommonNONE
72201R775BONDPIMCO ETF TR$3.3M0.18%35,489CommonNONE
609207105MDLZMONDELEZ INTL INC$3.2M0.18%56,217CommonNONE
02079K305GOOGLALPHABET INC$3.2M0.18%11,233CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$3.2M0.18%15,850CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.2M0.18%11,844CommonNONE
97717Y527USFRWISDOMTREE TR$3.2M0.18%63,081CommonNONE
46434V860TFLOISHARES TR$3.1M0.17%61,232CommonNONE
30231G102XOMEXXON MOBIL CORP$3.1M0.17%18,212CommonNONE
G0593M107AZNASTRAZENECA PLC$3.1M0.17%15,801CommonNONE
231021106CMICUMMINS INC$3.0M0.17%5,621CommonNONE
464287291IXNISHARES TR$3.0M0.17%29,953CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$3.0M0.16%36,143CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.9M0.16%63,896CommonNONE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$2.9M0.16%38,745CommonNONE
20825C104COPCONOCOPHILLIPS$2.9M0.16%21,841CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$2.9M0.16%12,064CommonNONE
855244109SBUXSTARBUCKS CORP$2.9M0.16%31,899CommonNONE
464288414MUBISHARES TR$2.8M0.16%26,448CommonNONE
780287108RGLDROYAL GOLD INC$2.8M0.15%11,011CommonNONE
464287309IVWISHARES TR$2.7M0.15%23,807CommonNONE
47804J842JHSCJOHN HANCOCK EXCHANGE TRADED$2.7M0.15%62,533CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$2.6M0.14%24,356CommonNONE
78468R663BILSPDR SERIES TRUST$2.6M0.14%28,241CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2.6M0.14%12,957CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$2.6M0.14%27,373CommonNONE
921910816MGKVANGUARD WORLD FD$2.6M0.14%6,979CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$2.6M0.14%68,400CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.5M0.14%81,491CommonNONE
464287812IYKISHARES TR$2.5M0.14%35,212CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$2.5M0.14%53,908CommonNONE
29364G103ETRENTERGY CORP NEW$2.4M0.13%21,418CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$2.4M0.13%20,858CommonNONE
166764100CVXCHEVRON CORPORATION$2.4M0.13%11,403CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$2.4M0.13%37,762CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.4M0.13%14,699CommonNONE
69374H105PTLCPACER FDS TR$2.4M0.13%44,846CommonNONE
72201R585PYLDPIMCO ETF TR$2.3M0.13%89,362CommonNONE
00162Q858SDOGALPS ETF TR$2.3M0.13%35,647CommonNONE
68389X105ORCLORACLE CORP$2.3M0.13%15,704CommonNONE
209115104EDCONSOLIDATED EDISON INC$2.3M0.13%20,387CommonNONE
464287762IYHISHARES TR$2.3M0.13%37,120CommonNONE
412822108HOGHARLEY DAVIDSON INC$2.3M0.13%112,833CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$2.3M0.12%49,134CommonNONE
58933Y105MRKMERCK & CO INC$2.3M0.12%18,737CommonNONE
46435U713IFRAISHARES TR$2.3M0.12%39,341CommonNONE
G6564A105NOMDNOMAD FOODS LTD$2.2M0.12%233,883CommonNONE
37954Y871URAGLOBAL X FDS$2.2M0.12%46,052CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$2.2M0.12%3,187CommonNONE
56167N183KHPIMANAGED PORTFOLIO SERIES$2.2M0.12%89,665CommonNONE
78464A128VLUSPDR SERIES TRUST$2.2M0.12%10,049CommonNONE
464288661IEIISHARES TR$2.1M0.12%18,033CommonNONE
88160R101TSLATESLA INC$2.1M0.12%5,741CommonNONE
147528103CASYCASEYS GEN STORES INC$2.1M0.12%2,925CommonNONE
464287176TIPISHARES TR$2.1M0.12%19,109CommonNONE
464289438IWYISHARES TR$2.1M0.12%8,439CommonNONE
65339F101NEENEXTERA ENERGY INC$2.1M0.12%22,596CommonNONE
46434V621DGROISHARES TR$2.1M0.11%29,461CommonNONE
464287432TLTISHARES TR$2.1M0.11%23,797CommonNONE
760759100RSGREPUBLIC SVCS INC$2.0M0.11%9,350CommonNONE
871829107SYYSYSCO CORP$2.0M0.11%28,671CommonNONE
872540109TJXTJX COS INC NEW$2.0M0.11%12,750CommonNONE
46137V456XMVMINVESCO EXCHANGE TRADED FD T$2.0M0.11%31,040CommonNONE
464285204IAUISHARES GOLD TR$1.9M0.11%22,025CommonNONE
92647N667VSDAVICTORY PORTFOLIOS II$1.9M0.11%35,497CommonNONE
012653101ALBALBEMARLE CORP$1.9M0.11%10,763CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.9M0.11%2,282CommonNONE
92204A702VGTVANGUARD WORLD FD$1.9M0.11%2,748CommonNONE
92826C839VVISA INC$1.9M0.10%6,253CommonNONE
464287242LQDISHARES TR$1.9M0.10%17,251CommonNONE
G93A5A101VIKVIKING HOLDINGS LTD$1.9M0.10%25,538CommonNONE
78468R622JNKSPDR SERIES TRUST$1.9M0.10%19,595CommonNONE
46141D203UUPINVESCO DB US DLR INDEX TR$1.8M0.10%66,257CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$1.8M0.10%15,903CommonNONE
464287390ILFISHARES TR$1.8M0.10%50,832CommonNONE
513272104LWLAMB WESTON HLDGS INC$1.8M0.10%42,392CommonNONE
00214Q104ARKKARK ETF TR$1.8M0.10%26,175CommonNONE
92840M102VSTVISTRA CORP$1.8M0.10%11,665CommonNONE
172908105CTASCINTAS CORP$1.7M0.10%10,291CommonNONE
654106103NKENIKE INC$1.7M0.10%32,927CommonNONE
458140100INTCINTEL CORP$1.7M0.10%39,402CommonNONE
985817105YELPYELP INC$1.7M0.09%68,080CommonNONE
46436E858IBTGISHARES TR$1.7M0.09%73,460CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.7M0.09%22,717CommonNONE
902494103TSNTYSON FOODS INC$1.7M0.09%26,108CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$1.7M0.09%11,514CommonNONE
64134X201NRXSNEURAXIS INC$1.7M0.09%225,555CommonNONE
369604301GEGE AEROSPACE$1.7M0.09%5,879CommonNONE
922908736VUGVANGUARD INDEX FDS$1.6M0.09%3,756CommonNONE
33740U406DDECFIRST TR EXCHNG TRADED FD VI$1.6M0.09%36,366CommonNONE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$1.6M0.09%40,810CommonNONE
78468R523BILSSPDR SERIES TRUST$1.6M0.09%16,158CommonNONE
33735K108FTCFIRST TR EXCHANGE-TRADED ALP$1.6M0.09%10,235CommonNONE
23804L103DDOGDATADOG INC$1.6M0.09%13,280CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1.6M0.09%34,636CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$1.6M0.09%14,575CommonNONE
001055102AFLAFLAC INC$1.6M0.09%14,258CommonNONE
781154109RBRKRUBRIK INC.$1.6M0.09%31,933CommonNONE
464287655IWMISHARES TR$1.5M0.09%6,233CommonNONE
744320102PRUPRUDENTIAL FINL INC$1.5M0.08%15,537CommonNONE
00724F101ADBEADOBE INC$1.5M0.08%6,106CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$1.4M0.08%38,434CommonNONE
316092527FSMDFIDELITY COVINGTON TRUST$1.4M0.08%31,926CommonNONE
78468R853SPSMSPDR SERIES TRUST$1.4M0.08%29,488CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$1.4M0.08%28,164CommonNONE
45782C532UDECINNOVATOR ETFS TRUST$1.4M0.08%36,260CommonNONE
464288687PFFISHARES TR$1.4M0.08%46,287CommonNONE
46429B267GOVTISHARES TR$1.4M0.08%61,042CommonNONE
53700T827DBMFLITMAN GREGORY FDS TR$1.4M0.08%46,356CommonNONE
92647N824CDCVICTORY PORTFOLIOS II$1.4M0.08%19,551CommonNONE
427866108HSYHERSHEY CO$1.4M0.08%6,705CommonNONE
464288307IMCGISHARES TR$1.4M0.08%17,666CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.4M0.08%3,333CommonNONE
882508104TXNTEXAS INSTRS INC$1.4M0.08%7,116CommonNONE
46432F339QUALISHARES TR$1.4M0.08%7,189CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$1.4M0.08%14,902CommonNONE
464287127ILCBISHARES TR$1.4M0.08%15,197CommonNONE
78464A847SPMDSPDR SERIES TRUST$1.4M0.08%23,013CommonNONE
36828A101GEVGE VERNOVA INC$1.3M0.07%1,536CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$1.3M0.07%28,585CommonNONE
78464A771KCESPDR SERIES TRUST$1.3M0.07%9,699CommonNONE
02072L565BOXXEA SERIES TRUST$1.3M0.07%11,439CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$1.3M0.07%6,338CommonNONE
464288679SHVISHARES TR$1.3M0.07%11,825CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$1.3M0.07%27,744CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.3M0.07%44,612CommonNONE
756109104OREALTY INCOME CORP$1.3M0.07%21,109CommonNONE
H1467J104CBCHUBB LTD SWITZ$1.3M0.07%3,955CommonNONE
78464A110XITKSPDR SERIES TRUST$1.3M0.07%8,735CommonNONE
33740U208FJULFIRST TR EXCHNG TRADED FD VI$1.3M0.07%23,394CommonNONE
002824100ABTABBOTT LABORATORIES$1.3M0.07%12,418CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.3M0.07%2,735CommonNONE
464287150ITOTISHARES TR$1.2M0.07%8,762CommonNONE
02072L417FDIVEA SERIES TRUST$1.2M0.07%46,214CommonNONE
254687106DISDISNEY WALT CO$1.2M0.07%12,686CommonNONE
74340W103PLDPROLOGIS INC.$1.2M0.07%9,231CommonNONE
75734B100RDDTREDDIT INC$1.2M0.07%8,903CommonNONE
33740F540CRPTFIRST TR EXCHNG TRADED FD VI$1.2M0.07%102,910CommonNONE
576853105MTRXMATRIX SVC CO$1.2M0.07%104,249CommonNONE
64110L106NFLXNETFLIX INC.$1.2M0.07%12,423CommonNONE
78464A631XARSPDR SERIES TRUST$1.2M0.07%4,681CommonNONE
26922A420QTUMETF SER SOLUTIONS$1.2M0.07%11,017CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1.2M0.07%25,055CommonNONE
97717X669DGRWWISDOMTREE TR$1.2M0.06%13,245CommonNONE
32054K103FRFIRST INDL RLTY TR INC$1.2M0.06%20,050CommonNONE
88339J105TTDTHE TRADE DESK INC$1.2M0.06%51,069CommonNONE
58155Q103MCKMCKESSON CORP$1.2M0.06%1,339CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$1.2M0.06%22,842CommonNONE
69374H857CALFPACER FDS TR$1.1M0.06%25,606CommonNONE
314911108FRMIFERMI INC$1.1M0.06%196,488CommonNONE
09290D101BLKBLACKROCK INC$1.1M0.06%1,192CommonNONE
256746108DLTRDOLLAR TREE INC$1.1M0.06%10,453CommonNONE
45784N106ZSEPINNOVATOR ETFS TRUST$1.1M0.06%42,023CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.1M0.06%2,219CommonNONE
974637100WGOWINNEBAGO INDS INC$1.1M0.06%35,588CommonNONE
234264109DAKTDAKTRONICS INC$1.1M0.06%56,230CommonNONE
88636J600CHATTIDAL TRUST II$1.1M0.06%17,687CommonNONE
42226K105HRHEALTHCARE RLTY TR$1.1M0.06%63,805CommonNONE
81762P102NOWSERVICENOW INC$1.1M0.06%10,325CommonNONE
438128308HMCHONDA MOTOR CO LTD$1.1M0.06%43,914CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.1M0.06%9,664CommonNONE
464287630IWNISHARES TR$1.0M0.06%5,379CommonNONE
732908108PONYPONY AI INC$1.0M0.06%106,065CommonNONE
45782C300UJANINNOVATOR ETFS TRUST$997,5390.06%23,466CommonNONE
452308109ITWILLINOIS TOOL WKS INC$977,2590.05%3,755CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$973,6430.05%7,425CommonNONE
025816109AXPAMERICAN EXPRESS CO$965,2210.05%3,191CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$952,8340.05%13,955CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$917,0600.05%3,133CommonNONE
33740U315DLAGFIRST TR EXCHNG TRADED FD VI$915,8550.05%29,757CommonNONE
316092113FELCFIDELITY COVINGTON TRUST$913,6580.05%25,190CommonNONE
47103U845JAAAJANUS DETROIT STR TR$889,8360.05%17,666CommonNONE
92647N766CFAVICTORY PORTFOLIOS II$889,4020.05%9,722CommonNONE
33740F771DFEBFIRST TR EXCHNG TRADED FD VI$878,9980.05%18,556CommonNONE
775711104ROLROLLINS INC$877,1620.05%16,423CommonNONE
461202103INTUINTUIT$872,1840.05%2,017CommonNONE
189054109CLXCLOROX CO DEL$869,3370.05%8,389CommonNONE
172062101CINFCINCINNATI FINL CORP$866,5260.05%5,507CommonNONE
595112103MUMICRON TECHNOLOGY INC$852,6190.05%2,524CommonNONE
988498101YUMYUM BRANDS INC$850,5270.05%5,470CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$846,6360.05%14,333CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$846,2540.05%21,435CommonNONE
45782C565UNOVINNOVATOR ETFS TRUST$844,8300.05%22,668CommonNONE
74933W460XBILRBB FD INC$837,5020.05%16,740CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$833,4850.05%1,921CommonNONE
46429B663HDVISHARES TR$831,5020.05%6,127CommonNONE
464287598IWDISHARES TR$825,4070.05%3,863CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$815,7470.05%17,881CommonNONE
26740W109QBTSD-WAVE QUANTUM INC$811,7600.04%56,255CommonNONE
33740F730DMAYFIRST TR EXCHNG TRADED FD VI$810,4110.04%18,038CommonNONE
464287887IJTISHARES TR$807,4930.04%5,580CommonNONE
37733W204GSKGSK PLC$804,3030.04%14,573CommonNONE
464287614IWFISHARES TR$791,0110.04%1,855CommonNONE
92204A876VPUVANGUARD WORLD FD$788,9300.04%3,982CommonNONE
464289875AOMISHARES TR$770,3310.04%16,262CommonNONE
92189F684RTHVANECK ETF TRUST$766,1610.04%3,054CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$754,4500.04%2,232CommonNONE
464287515IGVISHARES TR$750,7380.04%9,378CommonNONE
45784N478DDTSINNOVATOR ETFS TRUST$744,4020.04%35,414CommonNONE
760125104RTORENTOKIL INITIAL PLC$734,4160.04%23,330CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$733,5160.04%14,439CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$732,4090.04%1,876CommonNONE
861025104SYBTSTOCK YDS BANCORP INC$711,8710.04%10,739CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$700,8010.04%18,034CommonNONE
233331107DTEDTE ENERGY CO$700,6860.04%4,792CommonNONE
922908652VXFVANGUARD INDEX FDS$695,5330.04%3,380CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$693,2670.04%32,260CommonNONE
92204A207VDCVANGUARD WORLD FD$689,5740.04%3,070CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$686,5240.04%3,379CommonNONE
02072Q762FMTMEA SERIES TRUST$681,8940.04%19,615CommonNONE
09256A109CIIBLACKROCK ENHANCED LARGE CAP$680,1530.04%32,357CommonNONE
G02602103DOXAMDOCS LTD$673,0020.04%10,313CommonNONE
808524698SCHISCHWAB STRATEGIC TR$672,6300.04%29,657CommonNONE
92189H805REMXVANECK ETF TRUST$669,5040.04%7,608CommonNONE
316092212FSYDFIDELITY COVINGTON TRUST$664,3300.04%13,869CommonNONE
436893200HOMBHOME BANCSHARES INC$663,3330.04%24,632CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$650,2360.04%13,418CommonNONE
25434V625DCORDIMENSIONAL ETF TRUST$647,8550.04%8,988CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$645,5200.04%11,027CommonNONE
78464A763SDYSPDR SERIES TRUST$640,9690.04%4,392CommonNONE
064058100BKBANK NEW YORK MELLON CORP$638,9830.04%5,386CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$637,2110.04%24,852CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$635,9440.04%13,606CommonNONE
37045V100GMGENERAL MTRS CO$634,9640.04%8,523CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$632,7720.03%7,982CommonNONE
37954Y848SILGLOBAL X FDS$632,0910.03%7,017CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$629,9310.03%6,094CommonNONE
78468R101SPTSSPDR SERIES TRUST$615,5230.03%21,094CommonNONE
440452100HRLHORMEL FOODS CORP$611,1870.03%26,984CommonNONE
00888H307JULTAIM ETF PRODUCTS TRUST$607,9120.03%13,829CommonNONE
003260106PPLTABRDN PLATINUM ETF TRUST$605,0910.03%3,395CommonNONE
G3265R107APTVAPTIV PLC$603,3640.03%8,689CommonNONE
13321L108CCJCAMECO CORP$600,6130.03%5,530CommonNONE
91913Y100VLOVALERO ENERGY CORP$600,1910.03%2,429CommonNONE
464287234EEMISHARES TR$599,6460.03%10,559CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$592,8430.03%12,897CommonNONE
33740F375XISEFIRST TR EXCHNG TRADED FD VI$580,9120.03%19,383CommonNONE
N07059210ASMLASML HLDG NV$579,8440.03%439CommonNONE
370334104GISGENERAL MILLS INC$574,6620.03%15,440CommonNONE
46432F396MTUMISHARES TR$570,0440.03%2,375CommonNONE
922908553VNQVANGUARD INDEX FDS$568,2150.03%6,406CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$562,9290.03%12,219CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$560,6550.03%9,143CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$551,4070.03%8,605CommonNONE
49271V100KDPKEURIG DR PEPPER INC$546,9590.03%20,773CommonNONE
097023105BABOEING CO$545,3420.03%2,740CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$544,6220.03%10,940CommonNONE
921910733ESGVVANGUARD WORLD FD$543,2750.03%4,839CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$540,6510.03%11,252CommonNONE
464287697IDUISHARES TR$531,5600.03%4,578CommonNONE
92647N782CFOVICTORY PORTFOLIOS II$530,8560.03%7,159CommonNONE
66538R748QQHNORTHERN LTS FD TR III$530,0100.03%7,590CommonNONE
464287879IJSISHARES TR$529,3530.03%4,469CommonNONE
670837103OGEOGE ENERGY CORP$527,4480.03%10,998CommonNONE
46436E841IBTHISHARES TR$526,6790.03%23,481CommonNONE
921909768VXUSVANGUARD STAR FDS$522,7490.03%6,779CommonNONE
90214Q469EASYTWO RDS SHARED TR$516,4870.03%19,426CommonNONE
548661107LOWLOWES COS INC$510,2610.03%2,160CommonNONE
464288760ITAISHARES TR$510,2440.03%2,333CommonNONE
948849104WMKWEIS MKTS INC$502,6260.03%7,349CommonNONE
00888H703JANTAIM ETF PRODUCTS TRUST$492,8650.03%12,286CommonNONE
003261104BCIABRDN ETFS$486,7240.03%20,038CommonNONE
78464A664SPTLSPDR SERIES TRUST$486,4920.03%18,498CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$481,8630.03%14,440CommonNONE
02209S103MOALTRIA GROUP INC$480,0550.03%7,275CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$479,2760.03%8,786CommonNONE
911312106UPSUNITED PARCEL SVCS INC$468,8950.03%4,766CommonNONE
040413205ANETARISTA NETWORKS INC$462,0210.03%3,763CommonNONE
19260Q107COINCOINBASE GLOBAL INC$458,7000.03%2,627CommonNONE
45378A106IRTINDEPENDENCE RLTY TR INC$452,4030.03%30,383CommonNONE
97717X263DDWMWISDOMTREE TR$450,0980.02%10,204CommonNONE
126650100CVSCVS HEALTH CORP$449,1140.02%6,253CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$442,2730.02%13,216CommonNONE
00164V103AMCXAMC NETWORKS INC$442,0900.02%65,109CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$437,0210.02%17,657CommonNONE
269808101ECCEAGLE POINT CREDIT COMPANY I$426,6810.02%113,479CommonNONE
126408103CSXCSX CORP$426,5240.02%10,390CommonNONE
78464A870XBISPDR SERIES TRUST$424,3200.02%3,322CommonNONE
37954Y475XYLDGLOBAL X FDS$420,8040.02%10,754CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$415,8350.02%8,416CommonNONE
66538H179BUYWNORTHERN LTS FD TR IV$415,5290.02%29,512CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$413,6290.02%8,795CommonNONE
832696405SJMSMUCKER J M CO$407,8420.02%4,229CommonNONE
02156V109OKLOOKLO INC$407,7790.02%8,223CommonNONE
45783Y244JAJLINNOVATOR ETFS TRUST$400,0610.02%13,762CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$399,8190.02%11,253CommonNONE
060505104BACBANK AMERICA CORP$399,7240.02%8,199CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$398,0800.02%1,913CommonNONE
69374H360COWGPACER FDS TR$389,4820.02%11,544CommonNONE
464287168DVYISHARES TR$387,7610.02%2,561CommonNONE
78433H303SPYINEOS ETF TRUST$387,2000.02%7,843CommonNONE
88579Y101MMM3M CO$380,9250.02%2,623CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$380,8260.02%2,398CommonNONE
06849F108BBARRICK MNG CORP$380,0320.02%9,328CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$376,5740.02%813CommonNONE
87283Q842TGRTT ROWE PRICE ETF INC$376,0000.02%9,565CommonNONE
46137V274RSPUINVESCO EXCHANGE TRADED FD T$375,9300.02%4,635CommonNONE
636274409NGGNATIONAL GRID PLC$375,8310.02%4,442CommonNONE
379378201GNLGLOBAL NET LEASE INC$372,1490.02%39,760CommonNONE
15101Q207CLSCELESTICA INC$368,4030.02%1,310CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$367,9720.02%5,031CommonNONE
69344A107PULSPGIM ETF TR$367,5240.02%7,425CommonNONE
46138G656RDIVINVESCO EXCH TRADED FD TR II$366,6730.02%6,588CommonNONE
30040W108ESEVERSOURCE ENERGY$366,2140.02%5,286CommonNONE
922908629VOVANGUARD INDEX FDS$366,1070.02%1,275CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$360,6000.02%585CommonNONE
125523100CITHE CIGNA GROUP$359,4510.02%1,348CommonNONE
337344105QQEWFIRST TR EXCHANGE-TRADED FD$358,1920.02%2,821CommonNONE
81752T536ADPVSERIES PORTFOLIOS TR$357,3310.02%8,474CommonNONE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$357,3250.02%6,324CommonNONE
14040H105COFCAPITAL ONE FINL CORP$353,1530.02%1,936CommonNONE
52468L505LVHILEGG MASON ETF INVT$352,6940.02%8,700CommonNONE
816851109SRESEMPRA$352,0470.02%3,623CommonNONE
747525103QCOMQUALCOMM INC$351,4570.02%2,729CommonNONE
032108888SWANAMPLIFY ETF TR$347,0450.02%11,173CommonNONE
92204A603VISVANGUARD WORLD FD$346,6000.02%1,110CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$343,0710.02%7,580CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$342,1490.02%6,485CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$341,1110.02%1,175CommonNONE
626755102MUSAMURPHY USA INC$337,8940.02%684CommonNONE
35473P504INCEFRANKLIN TEMPLETON ETF TR$337,1580.02%5,215CommonNONE
69374H436QDPLPACER FDS TR$335,2790.02%8,353CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$332,7890.02%13,025CommonNONE
92647N568USVMVICTORY PORTFOLIOS II$331,5660.02%3,502CommonNONE
921937827BSVVANGUARD BD INDEX FDS$327,1380.02%4,172CommonNONE
464287465EFAISHARES TR$326,5980.02%3,362CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$326,4380.02%3,610CommonNONE
032108409DIVOAMPLIFY ETF TR$323,3240.02%7,209CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$321,5560.02%11,546CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$320,3000.02%1,147CommonNONE
92204A405VFHVANGUARD WORLD FD$319,0350.02%2,641CommonNONE
92647N535USTBVICTORY PORTFOLIOS II$317,7710.02%6,283CommonNONE
163072101CAKECHEESECAKE FACTORY INC$317,6620.02%5,802CommonNONE
46431W507NEARISHARES U S ETF TR$317,4680.02%6,245CommonNONE
00888H539NVBUAIM ETF PRODUCTS TRUST$317,2940.02%11,268CommonNONE
40412C101HCAHCA HEALTHCARE INC$316,1180.02%668CommonNONE
33740F698DJULFIRST TR EXCHNG TRADED FD VI$314,8410.02%6,736CommonNONE
26922A263ZIGETF SER SOLUTIONS$312,4410.02%8,034CommonNONE
45782C821UOCTINNOVATOR ETFS TRUST$309,8200.02%8,102CommonNONE
172967424CCITIGROUP INC$308,5410.02%2,721CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$306,4850.02%7,714CommonNONE
233051200DBEFDBX ETF TR$305,7750.02%6,190CommonNONE
50105F105KROKRONOS WORLDWIDE INC$303,7870.02%46,238CommonNONE
92204A884VOXVANGUARD WORLD FD$302,8700.02%1,684CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$298,6430.02%2,380CommonNONE
61774R403CVMCMORGAN STANLEY ETF TRUST$296,6050.02%4,633CommonNONE
69374H303PTNQPACER FDS TR$293,7170.02%4,026CommonNONE
74347B391EQRRPROSHARES TR$292,3250.02%4,205CommonNONE
03831W108APPAPPLOVIN CORP$292,1320.02%734CommonNONE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$292,0670.02%33,726CommonNONE
718172109PMPHILIP MORRIS INTL INC$289,5410.02%1,751CommonNONE
74347G606TDVPROSHARES TR$288,2100.02%3,402CommonNONE
922908751VBVANGUARD INDEX FDS$287,9640.02%1,099CommonNONE
25746U109DDOMINION ENERGY INC$279,6910.02%4,524CommonNONE
23345M107DTMDT MIDSTREAM INC$275,5350.02%2,046CommonNONE
512807306LRCXLAM RESEARCH CORP$271,3480.02%1,270CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$268,1610.01%2,905CommonNONE
45782C839UJULINNOVATOR ETFS TRUST$268,0020.01%6,998CommonNONE
90214Q477SPCTTWO RDS SHARED TR$266,9860.01%10,253CommonNONE
33740U679GDECFIRST TR EXCHNG TRADED FD VI$266,2480.01%7,192CommonNONE
132061201SYLDCAMBRIA ETF TR$263,7750.01%3,498CommonNONE
464288885EFGISHARES TR$263,6280.01%2,367CommonNONE
45782C730UJUNINNOVATOR ETFS TRUST$263,2840.01%7,070CommonNONE
464287556IBBISHARES TR$260,8600.01%1,545CommonNONE
743315103PGRPROGRESSIVE CORP$260,3970.01%1,314CommonNONE
464287796IYEISHARES TR$260,2390.01%4,018CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$260,0870.01%3,415CommonNONE
032108847YYYAMPLIFY ETF TR$259,8440.01%23,558CommonNONE
46432F859ISTBISHARES TR$257,6130.01%5,316CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$256,7070.01%2,562CommonNONE
37954Y483QYLDGLOBAL X FDS$253,7300.01%14,795CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$250,5410.01%1,593CommonNONE
31428X106FDXFEDEX CORP$250,0390.01%702CommonNONE
92647X764GFLWVICTORY PORTFOLIOS II$248,3100.01%9,443CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$247,7380.01%3,521CommonNONE
904767803ULUNILEVER PLC$245,9080.01%4,316CommonNONE

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.