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CITIZENS FINANCIAL GROUP INC/RI

Q1 2025 · 13F-HR

CITIZENS FINANCIAL GROUP INC/RIholdings as filed

Filed 2025-05-09 · accession 0000759944-25-000074

$5.07B
Reported value
615
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 615

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$375.0M7.40%729,689CommonSOLE
464287200IVVISHARES TR$240.1M4.74%427,281CommonSOLE
464287507IJHISHARES TR$185.8M3.67%3,184,865CommonNONE
594918104MSFTMICROSOFT CORP$172.5M3.40%459,597CommonSOLE
46432F842IEFAISHARES TR$167.9M3.31%2,219,554CommonSOLE
67066G104NVDANVIDIA CORP$150.1M2.96%1,384,784CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$143.6M2.83%256,658CommonSOLE
037833100AAPLAPPLE INC$138.4M2.73%623,212CommonNONE
922908744VTVVANGUARD INDEX FDS$116.4M2.30%674,093CommonNONE
742718109PGPROCTER & GAMBLE CO$100.8M1.99%591,453CommonSOLE
46434G103IEMGISHARES INC$81.4M1.61%1,508,546CommonNONE
02079K305GOOGLALPHABET INC$80.3M1.58%519,374CommonSOLE
464287655IWMISHARES TR$80.0M1.58%401,120CommonSOLE
464287671IUSGISHARES TR$77.8M1.53%611,919CommonNONE
46625H100JPMJPMORGAN CHASE & CO$75.3M1.48%306,788CommonSOLE
57636Q104MAMASTERCARD INC$72.7M1.43%132,668CommonSOLE
023135106AMZNAMAZON COM INC$70.5M1.39%370,732CommonNONE
30303M102METAFACEBOOK INC$64.9M1.28%112,549CommonSOLE
46090E103QQQINVESCO QQQ TR$60.3M1.19%128,585CommonSOLE
922908629VOVANGUARD INDEX FDS$51.3M1.01%198,254CommonSOLE
922908553VNQVANGUARD INDEX FDS$48.2M0.95%532,202CommonNONE
532457108LLYLILLY ELI & CO$46.6M0.92%56,465CommonSOLE
922908751VBVANGUARD INDEX FDS$45.2M0.89%203,758CommonSOLE
921943858VEAVANGUARD TAX MANAGED INTL FD$39.7M0.78%780,621CommonSOLE
30231G102XOMEXXON MOBIL CORP$38.6M0.76%324,540CommonSOLE
464287465EFAISHARES TR$38.1M0.75%466,285CommonSOLE
437076102HDHOME DEPOT INC$38.0M0.75%103,701CommonSOLE
060505104BACBANK AMER CORP$37.8M0.75%904,865CommonNONE
92826C839VVISA INC$35.6M0.70%101,576CommonSOLE
G29183103ETNEATON CORP PLC$30.9M0.61%113,720CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$29.2M0.58%141,212CommonSOLE
58933Y105MRKMERCK & CO INC NEW$28.8M0.57%320,445CommonSOLE
02079K107GOOGALPHABET INC$28.7M0.57%183,679CommonSOLE
11135F101AVGOBROADCOM INC$28.6M0.56%170,524CommonSOLE
464288158SUBISHARES TR$28.0M0.55%264,766CommonSOLE
78464A409SPYGSPDR SERIES TRUST$26.4M0.52%328,216CommonNONE
68389X105ORCLORACLE CORP$26.2M0.52%187,662CommonSOLE
191216100KOCOCA COLA CO$26.0M0.51%361,164CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$25.7M0.51%27,126CommonSOLE
478160104JNJJOHNSON & JOHNSON$25.3M0.50%152,711CommonSOLE
46429B697USMVISHARES TR$25.0M0.49%267,421CommonSOLE
713448108PEPPEPSICO INC$24.9M0.49%166,185CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$24.8M0.49%46,445CommonSOLE
808524805SCHFCHWAB STRATEGIC TR$24.2M0.48%1,224,399CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$24.1M0.48%46,038CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$24.0M0.47%43,970CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$23.7M0.47%391,186CommonSOLE
63010H108NNENANO NUCLEAR ENERGY INC$23.3M0.46%880,000CommonNONE
00287Y109ABBVABBVIE INC$23.2M0.46%110,616CommonSOLE
79466L302CRMSALESFORCE COM INC$22.6M0.45%84,259CommonSOLE
254687106DISDISNEY WALT CO$22.5M0.44%228,094CommonSOLE
40412C101HCAHCA HOLDINGS INC$22.5M0.44%64,990CommonSOLE
863667101SYKSTRYKER CORP$21.6M0.43%57,920CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$20.9M0.41%39,286CommonNONE
949746101WMT2WELLS FARGO & CO NEW$20.4M0.40%284,194CommonSOLE
464287804IJRISHARES TR$20.2M0.40%192,827CommonSOLE
701094104PHPARKER HANNIFIN CORP$20.0M0.40%32,935CommonSOLE
20825C104COPCONOCOPHILLIPS$20.0M0.39%189,976CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$19.7M0.39%395,280CommonNONE
33733E302FDNFIRST TR EXCHANGE TRADED FD$19.7M0.39%88,492CommonNONE
464287689IWVISHARES TR$19.5M0.39%61,517CommonSOLE
88160R101TSLATESLA MTRS INC$18.7M0.37%72,240CommonSOLE
438516106HONHONEYWELL INTL INC$18.7M0.37%88,086CommonSOLE
17275R102CSCOCISCO SYS INC$18.0M0.36%291,881CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$17.5M0.35%426,997CommonSOLE
911363109URIUNITED RENTALS INC$17.3M0.34%27,542CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$17.2M0.34%380,730CommonSOLE
464288414MUBISHARES TR$17.1M0.34%162,024CommonSOLE
G54950103LINLINDE PLC$16.9M0.33%36,398CommonSOLE
931142103WMTWAL-MART STORES INC$16.8M0.33%190,923CommonSOLE
87612E110TARGET CORP$16.7M0.33%159,587CommonSOLE
464287309IVWISHARES TR$16.4M0.32%176,664CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$15.8M0.31%268,957CommonNONE
921908844VIGVANGUARD SPECIALIZED PORTFOL$15.7M0.31%80,716CommonSOLE
872540109TJXTJX COS INC NEW$15.2M0.30%125,141CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$15.0M0.30%77,743CommonNONE
46641Q837JPSTJP MORGAN EXCHANGE TRADED FD$14.7M0.29%290,872CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$14.4M0.28%28,989CommonSOLE
65339F101NEENEXTERA ENERGY INC$14.3M0.28%201,847CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$13.7M0.27%163,677CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$13.6M0.27%43,430CommonSOLE
464288661IEIISHARES TR$13.4M0.26%113,269CommonNONE
464287614IWFISHARES TR$13.3M0.26%36,710CommonSOLE
464287234EEMISHARES TR$12.7M0.25%291,758CommonSOLE
872590104TMUST MOBILE US INC$12.7M0.25%47,797CommonSOLE
002824100ABTABBOTT LABS$12.5M0.25%93,887CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$12.1M0.24%265,659CommonSOLE
464287408IVEISHARES TR$11.8M0.23%61,736CommonNONE
922908736VUGVANGUARD INDEX FDS$11.7M0.23%31,459CommonNONE
278642103EBAYEBAY INC$11.3M0.22%166,953CommonSOLE
922908769VTIVANGUARD INDEX FDS$11.2M0.22%40,646CommonSOLE
74762E102QUREQUANTA SVCS INC$11.2M0.22%43,930CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$11.1M0.22%22,810CommonSOLE
571903202MARMARRIOTT INTL INC NEW$10.9M0.21%45,628CommonSOLE
33739P855FPEIFIRST TR EXCH TRADED FD III$10.7M0.21%574,115CommonSOLE
00206R102TAT&T INC$10.5M0.21%372,027CommonSOLE
166764100CVXCHEVRON CORP NEW$10.5M0.21%62,487CommonSOLE
G0403H108AONAON PLC$10.4M0.21%26,082CommonSOLE
00724F101ADBEADOBE SYS INC$10.4M0.20%26,997CommonSOLE
89417E113TRAVELERS COMPANIES INC$10.0M0.20%37,925CommonSOLE
231021106CMICUMMINS INC$10.0M0.20%31,948CommonSOLE
717081103PFEPFIZER INC$9.9M0.20%392,043CommonSOLE
808524797SCHDCHWAB STRATEGIC TR$9.6M0.19%343,640CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$9.6M0.19%12CommonNONE
46435G326IDEVISHARES TR$9.6M0.19%138,905CommonNONE
46435G516ESGDISHARES TR$9.4M0.19%115,166CommonSOLE
464287432TLTISHARES TR$9.2M0.18%101,528CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$9.2M0.18%126,446CommonSOLE
172908105CTASCINTAS CORP$8.8M0.17%42,684CommonSOLE
64110L106NFLXNETFLIX INC$8.8M0.17%9,400CommonSOLE
580135101MCDMCDONALDS CORP$8.8M0.17%28,023CommonSOLE
149123101CATCATERPILLAR INC DEL$8.7M0.17%26,420CommonSOLE
81762P102NOWSERVICENOW INC$8.7M0.17%10,910CommonSOLE
244199105DEDEERE & CO$8.7M0.17%18,496CommonSOLE
461202103INTUINTUIT$8.6M0.17%13,950CommonSOLE
370334104GISGENERAL MLS INC$8.5M0.17%141,910CommonNONE
539830109LMTLOCKHEED MARTIN CORP$8.5M0.17%18,969CommonSOLE
05722G100BKRBAKER HUGHES A GE CO$8.3M0.16%189,181CommonSOLE
464287168DVYISHARES TR$8.3M0.16%61,892CommonSOLE
922908637VVVANGUARD INDEX FDS$8.1M0.16%31,678CommonNONE
464287440IEFISHARES TR$8.1M0.16%85,190CommonNONE
808513105SCHWSCHWAB CHARLES CORP NEW$8.0M0.16%101,733CommonSOLE
907818108UNPUNION PAC CORP$7.9M0.16%33,427CommonSOLE
760759100RSGREPUBLIC SVCS INC$7.9M0.16%32,485CommonSOLE
46429B663HDVISHARES TR$7.8M0.15%64,669CommonSOLE
882508104TXNTEXAS INSTRS INC$7.7M0.15%42,679CommonSOLE
808524870SCHPCHWAB STRATEGIC TR$7.5M0.15%279,580CommonNONE
464287598IWDISHARES TR$7.4M0.15%39,430CommonNONE
78463V107GLDSPDR GOLD TRUST$7.3M0.14%25,348CommonNONE
464287226AGGISHARES TR$7.3M0.14%73,422CommonSOLE
833445109SNOWSNOWFLAKE INC$7.1M0.14%48,868CommonNONE
806857108SLBSCHLUMBERGER LTD$6.8M0.13%162,851CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$6.7M0.13%13,156CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL INC$6.7M0.13%48,172CommonSOLE
617446448MSMORGAN STANLEY$6.7M0.13%57,013CommonSOLE
747525103QCOMQUALCOMM INC$6.5M0.13%42,584CommonSOLE
464285204IAUISHARES GOLD TR$6.2M0.12%104,619CommonSOLE
132061862TAILCAMBRIA ETF TR$6.1M0.12%520,523CommonNONE
025816109AXPAMERICAN EXPRESS CO$6.0M0.12%22,420CommonNONE
464287622IWBISHARES TR$5.7M0.11%18,463CommonSOLE
482480100KLACKLA-TENCOR CORP$5.6M0.11%8,294CommonSOLE
46137V506PFMINVESCO EXCHANGE TRADED FD T$5.5M0.11%119,460CommonNONE
64110D104NTAPNETAPP INC$5.3M0.10%60,457CommonSOLE
548661107LOWLOWES COS INC$5.1M0.10%21,988CommonSOLE
78464A607RWRSPDR SERIES TRUST$5.1M0.10%51,296CommonNONE
H1467J104CBCHUBB LIMITED$5.0M0.10%16,592CommonSOLE
464287499IWRISHARES TR$4.9M0.10%58,173CommonSOLE
464288281EMBISHARES TR$4.9M0.10%54,579CommonSOLE
464287101OEFISHARES TR$4.8M0.10%17,886CommonNONE
743315103PGRPROGRESSIVE CORP OHIO$4.8M0.09%16,928CommonSOLE
74349Y837PSQPROSHARES TR$4.8M0.09%116,770CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$4.8M0.09%36,004CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$4.6M0.09%13,775CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.6M0.09%18,464CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$4.5M0.09%9,116CommonSOLE
464287457SHYISHARES TR$4.5M0.09%54,460CommonSOLE
922908538VOTVANGUARD INDEX FDS$4.5M0.09%18,397CommonNONE
78464A763SDYSPDR SERIES TRUST$4.5M0.09%33,088CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$4.4M0.09%46,577CommonSOLE
46435U663ESMLISHARES TR$4.3M0.09%113,213CommonNONE
78464A508SPYVSPDR SERIES TRUST$4.3M0.09%85,114CommonNONE
33739Q408FTSMFIRST TR EXCHANGE TRADED FD$4.3M0.08%71,224CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$4.3M0.08%101,850CommonNONE
038222105AMATAPPLIED MATLS INC$4.2M0.08%29,068CommonNONE
78464A854SPYMSPDR SERIES TRUST$4.2M0.08%63,547CommonNONE
464287606IJKISHARES TR$4.2M0.08%50,122CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$4.1M0.08%18,587CommonSOLE
78463X855GIISPDR INDEX SHS FDS$4.1M0.08%65,616CommonNONE
922908652VXFVANGUARD INDEX FDS$4.1M0.08%23,546CommonNONE
09857L108BKNGBOOKING HLDGS INC$4.0M0.08%863CommonSOLE
09290D101BLKBLACKROCK INC$3.7M0.07%3,879CommonSOLE
235851102DHRDANAHER CORP DEL$3.6M0.07%17,774CommonSOLE
092528884CALIBLACKROCK ETF TRUST II$3.6M0.07%71,440CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.6M0.07%20,750CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE-TRADED F$3.6M0.07%62,642CommonNONE
871829107SYYSYSCO CORP$3.6M0.07%47,595CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$3.5M0.07%135,348CommonNONE
697435105PANWPALO ALTO NETWORKS INC$3.5M0.07%20,701CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$3.5M0.07%8,032CommonSOLE
718172109PMPHILIP MORRIS INTL INC$3.5M0.07%21,914CommonSOLE
247361702DALDELTA AIR LINES INC DEL$3.4M0.07%78,463CommonSOLE
25809K105DASHDOORDASH INC$3.2M0.06%17,778CommonNONE
09260D107BXBLACKSTONE GROUP INC$3.2M0.06%23,191CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$3.2M0.06%122,389CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$3.1M0.06%17,714CommonSOLE
98978V103ZTSZOETIS INC$3.1M0.06%18,849CommonSOLE
855244109SBUXSTARBUCKS CORP$3.1M0.06%31,447CommonSOLE
921937827BSVVANGUARD BD INDEX FD INC$3.1M0.06%39,063CommonNONE
94106L109WMWASTE MGMT INC DEL$3.0M0.06%12,917CommonSOLE
031162100AMGNAMGEN INC$3.0M0.06%9,558CommonNONE
48251W104KKRKKR & CO INC$3.0M0.06%25,647CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$3.0M0.06%36,635CommonNONE
337738108FISVFISERV INC$2.9M0.06%13,333CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.9M0.06%79,528CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$2.9M0.06%206,288CommonSOLE
751212101RLRALPH LAUREN CORP$2.9M0.06%13,136CommonNONE
56585A102MPCMARATHON PETE CORP$2.9M0.06%19,730CommonNONE
125523100CICIGNA CORP NEW$2.9M0.06%8,726CommonSOLE
922908595VBKVANGUARD INDEX FDS$2.9M0.06%11,371CommonNONE
609207105MDLZMONDELEZ INTL INC$2.8M0.06%41,147CommonSOLE
443510607HUBBHUBBELL INC$2.8M0.06%8,487CommonNONE
921946406VYMVANGUARD WHITEHALL FDS INC$2.8M0.06%21,755CommonSOLE
654106103NKENIKE INC$2.7M0.05%43,060CommonSOLE
291011104EMREMERSON ELEC CO$2.7M0.05%24,655CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$2.7M0.05%32,635CommonNONE
902973304USBUS BANCORP DEL$2.7M0.05%62,179CommonNONE
464287242LQDISHARES TR$2.6M0.05%24,019CommonSOLE
78467X109DIASPDR DOW JONES INDL AVRG ETF$2.6M0.05%6,204CommonNONE
842587107SOSOUTHERN CO$2.5M0.05%27,718CommonSOLE
33739P103FTLSFIRST TR EXCH TRADED FD III$2.5M0.05%39,519CommonSOLE
58155Q103MCKMCKESSON CORP$2.5M0.05%3,688CommonNONE
88579Y101MMM3M CO$2.5M0.05%16,841CommonSOLE
693506107PPGPPG INDS INC$2.5M0.05%22,609CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.4M0.05%16,776CommonNONE
040413205ANETARISTA NETWORKS INC$2.4M0.05%31,316CommonNONE
82509L107SHOPSHOPIFY INC$2.4M0.05%24,897CommonNONE
369550108GDGENERAL DYNAMICS CORP$2.4M0.05%8,676CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$2.4M0.05%12,837CommonNONE
808524607SCHASCHWAB STRATEGIC TR$2.3M0.05%98,976CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$2.3M0.05%11,452CommonNONE
46428Q109SLVISHARES SILVER TRUST$2.3M0.05%74,024CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$2.3M0.04%19,413CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.2M0.04%47,484CommonSOLE
816851109SRESEMPRA ENERGY$2.2M0.04%30,529CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.2M0.04%7,078CommonNONE
384802104GWWGRAINGER W W INC$2.2M0.04%2,199CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$2.2M0.04%35,337CommonSOLE
464288687PFFISHARES TR$2.1M0.04%69,630CommonNONE
464288810IHIISHARES TR$2.1M0.04%35,238CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.1M0.04%26,422CommonSOLE
92204A702VGTVANGUARD WORLD FDS$2.1M0.04%3,804CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.0M0.04%11,828CommonSOLE
464287721IYWISHARES TR$2.0M0.04%14,506CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$2.0M0.04%8,276CommonSOLE
74347R131SJBPROSHARES TR$2.0M0.04%124,246CommonNONE
969457100WMBWILLIAMS COS INC DEL$2.0M0.04%33,368CommonSOLE
33735B108FNXFIRST TR MID CAP CORE ALPHAD$2.0M0.04%18,209CommonNONE
278865100ECLECOLAB INC$1.9M0.04%7,676CommonSOLE
464288273SCZISHARES TR$1.9M0.04%30,191CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$1.9M0.04%422,460CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$1.9M0.04%19,120CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$1.9M0.04%9,173CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.9M0.04%50,107CommonNONE
824348106SHWSHERWIN WILLIAMS CO$1.8M0.04%5,286CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.8M0.04%8,609CommonSOLE
733245104PRCHPORCH GROUP INC$1.8M0.04%245,000CommonNONE
37954Y871URAGLOBAL X FDS$1.8M0.04%77,716CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.8M0.03%17,243CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST US$1.7M0.03%52,974CommonNONE
92840M102VSTVISTRA ENERGY CORP$1.7M0.03%14,790CommonNONE
464287648IWOISHARES TR$1.7M0.03%6,760CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.7M0.03%9,394CommonNONE
911312106UPSNITED PARCEL SERVICE INC$1.7M0.03%15,278CommonSOLE
369604301GEGENERAL ELECTRIC CO$1.7M0.03%8,303CommonNONE
988498101YUMYUM BRANDS INC$1.6M0.03%10,437CommonSOLE
02209S103MOALTRIA GROUP INC$1.6M0.03%27,344CommonNONE
615369105MCOMOODYS CORP$1.6M0.03%3,516CommonSOLE
126650100CVSCVS HEALTH CORP$1.6M0.03%23,935CommonSOLE
46434V803HEFAISHARES TR$1.6M0.03%44,023CommonNONE
375558103GILDGILEAD SCIENCES INC$1.6M0.03%14,172CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.6M0.03%6,188CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$1.6M0.03%24,648CommonSOLE
59156R108METMETLIFE INC$1.5M0.03%19,144CommonSOLE
92204A306VDEVANGUARD WORLD FDS$1.5M0.03%11,788CommonNONE
78409V104SPGIS&P GLOBAL INC$1.5M0.03%3,004CommonSOLE
427866108HSYHERSHEY CO$1.5M0.03%8,911CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.5M0.03%16,011CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.5M0.03%18,917CommonNONE
67103H107ORLYO REILLY AUTOMOTIVE INC NEW$1.5M0.03%1,033CommonNONE
74349Y753SHPROSHARES TR$1.5M0.03%32,521CommonNONE
942622200WSOWATSCO INC$1.4M0.03%2,823CommonNONE
78468R796SPYXSPDR SER TR$1.4M0.03%31,200CommonNONE
23331A109DHID R HORTON INC$1.4M0.03%10,953CommonSOLE
464288612GVIISHARES TR$1.4M0.03%13,083CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.4M0.03%2,838CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$1.4M0.03%20,552CommonNONE
G5960L103MDTMEDTRONIC PLC$1.4M0.03%14,996CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.3M0.03%10,982CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$1.3M0.03%5,577CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.3M0.03%3,781CommonNONE
74624M102PPURE STORAGE INC$1.3M0.03%29,481CommonNONE
46434G863ESGEISHARES INC$1.3M0.03%37,338CommonNONE
682680103OKEONEOK INC NEW$1.3M0.03%13,023CommonNONE
921910816MGKVANGUARD WORLD FD$1.3M0.02%4,058CommonNONE
69121K104OBDCOWL ROCK CAPITAL CORPORATION$1.2M0.02%85,235CommonSOLE
464288885EFGISHARES TR$1.2M0.02%12,420CommonSOLE
464287762IYHISHARES TR$1.2M0.02%20,380CommonNONE
92204A504VHTVANGUARD WORLD FDS$1.2M0.02%4,658CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1.2M0.02%18,751CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$1.2M0.02%6,139CommonNONE
233051200DBEFDBX ETF TR$1.2M0.02%27,474CommonNONE
34959E109FTNTFORTINET INC$1.2M0.02%12,334CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.2M0.02%4,738CommonSOLE
049560105ATOATMOS ENERGY CORP$1.2M0.02%7,451CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.2M0.02%10,404CommonSOLE
29357K103ENVAENOVA INTL INC$1.1M0.02%11,810CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$1.1M0.02%17,745CommonSOLE
02156V109OKLOOKLO INC$1.1M0.02%51,735CommonNONE
46429B689EFAVISHARES TR$1.1M0.02%14,353CommonNONE
032095101APHAMPHENOL CORP NEW$1.1M0.02%16,893CommonNONE
22052L104CTVACORTEVA INC$1.1M0.02%17,643CommonNONE
97717X669DGRWWISDOMTREE TR$1.1M0.02%13,827CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$1.1M0.02%12,713CommonSOLE
55354G100MSCIMSCI INC$1.1M0.02%1,931CommonNONE
46435U549EAGGISHARES TR$1.1M0.02%22,981CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$1.1M0.02%7,439CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.1M0.02%9,984CommonSOLE
172967424CCITIGROUP INC$1.1M0.02%15,322CommonNONE
464288257ACWIISHARES TR$1.1M0.02%9,331CommonNONE
097023105BABOEING CO$1.1M0.02%6,232CommonNONE
009066101ABNBAIRBNB INC$1.1M0.02%8,883CommonNONE
36828A101GEVGE VERNOVA INC$1.1M0.02%3,473CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$1.1M0.02%10,485CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.0M0.02%36,515CommonSOLE
78464A847SPMDSPDR SERIES TRUST$1.0M0.02%20,296CommonNONE
464287705IJJISHARES TR$1.0M0.02%8,614CommonNONE
98138H101WDAYWORKDAY INC$1.0M0.02%4,291CommonNONE
776696106ROPROPER TECHNOLOGIES INC$991,3550.02%1,681CommonSOLE
464288877EFVISHARES TR$985,0470.02%16,713CommonSOLE
458140100INTCINTEL CORP$982,7850.02%43,275CommonSOLE
84858T772EUADSPINNAKER ETF SERIES$970,1570.02%28,934CommonNONE
921937819BIVVANGUARD BD INDEX FD INC$970,0210.02%12,668CommonNONE
893641100TDGTRANSDIGM GROUP INC$948,3410.02%686CommonNONE
76155X100RVMDREVOLUTION MEDICINES INC$947,3650.02%26,792CommonNONE
92204A884VOXVANGUARD WORLD FDS$946,3320.02%6,377CommonNONE
679295105OKTAOKTA INC$932,0390.02%8,858CommonNONE
46434V621DGROISHARES TR$931,2100.02%15,073CommonSOLE
032654105ADIANALOG DEVICES INC$924,2180.02%4,583CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$919,0250.02%2,728CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$910,3680.02%10,786CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$901,5780.02%22,152CommonNONE
37959E102GLGLOBE LIFE INC$890,3480.02%6,759CommonNONE
464287630IWNISHARES TR$886,2140.02%5,870CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$879,4870.02%14,284CommonNONE
464288570DSIISHARES TR$870,1100.02%8,496CommonNONE
464286533EEMVISHARES$868,7620.02%14,891CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$863,7930.02%40,120CommonNONE
922908512VOEVANGUARD INDEX FDS$857,5640.02%5,342CommonNONE
46138E354SPLVINVESCO EXCHNG TRADED FD TR$848,0130.02%11,349CommonNONE
651639106NEMNEWMONT MINING CORP$826,6020.02%17,121CommonNONE
90384S303ULTAULTA SALON COSMETCS & FRAG I$813,3520.02%2,219CommonNONE
92204A405VFHVANGUARD WORLD FDS$804,2930.02%6,732CommonNONE
406216101HALHALLIBURTON CO$802,3510.02%31,626CommonNONE
37954Y673PAVEGLOBAL X FDS$797,7990.02%21,145CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$793,2430.02%16,522CommonNONE
001055102AFLAFLAC INC$784,9760.02%7,060CommonNONE
512807306LRCXLAM RESEARCH CORP$783,5980.02%10,749CommonNONE
025537101AEPAMERICAN ELEC PWR INC$781,9610.02%7,156CommonNONE
501044101KRKROGER CO$765,4050.02%11,308CommonNONE
921910733ESGVVANGUARD WORLD FD$758,0750.01%7,739CommonNONE
72201R833MINTPIMCO ETF TR$758,0090.01%7,533CommonNONE
040919102ARKBARK 21SHARES BITCOIN ETF$755,5000.01%9,191CommonNONE
78464A755XMESPDR SERIES TRUST$749,3040.01%13,383CommonNONE
595112103MUMICRON TECHNOLOGY INC$742,3270.01%8,532CommonNONE
25459W862SPXLDIREXION SHS ETF TR$740,8400.01%5,261CommonNONE
036752103ELVANTHEM INC$738,6450.01%1,698CommonNONE
26875P101EOGEOG RES INC$734,0610.01%5,724CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$724,2520.01%2,054CommonNONE
30212W100AGNTEXP WORLD HLDGS INC$724,0530.01%74,034CommonNONE
922475108VEEVVEEVA SYS INC$721,2960.01%3,114CommonNONE
718546104PSXPHILLIPS 66$720,3210.01%5,834CommonNONE
78468R853SPSMSPDR SER TR$717,2160.01%17,596CommonNONE
780087102RYROYAL BK CDA MONTREAL QUE$708,7510.01%6,288CommonNONE
464289438IWYISHARES$706,3320.01%3,348CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$705,6790.01%21,249CommonNONE
26614N102DDDUPONT DE NEMOURS INC$703,4080.01%9,419CommonNONE
464287887IJTISHARES TR$700,2470.01%5,624CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$700,0560.01%7,680CommonSOLE
12572Q105CMECME GROUP INC$696,2870.01%2,625CommonNONE
89832Q109TFCTRUIST FINL CORP$687,6680.01%16,711CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$681,8570.01%2,291CommonNONE
171340102CHDCHURCH & DWIGHT INC$681,5270.01%6,191CommonNONE
075887109BDXBECTON DICKINSON & CO$679,0030.01%2,964CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$673,8380.01%3,527CommonNONE
464287879IJSISHARES TR$672,8900.01%6,903CommonNONE
053332102AZOAUTOZONE INC$663,4240.01%174CommonNONE
46654Q104JCPIJ P MORGAN EXCHANGE TRADED F$660,7930.01%13,729CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$660,0530.01%17,256CommonNONE
G6683N103NUNU HLDGS LTD$654,3560.01%63,902CommonNONE
G3398L118PLGOFIDELIS INSURANCE HOLDINGS L$651,3980.01%40,210CommonNONE
922908611VBRVANGUARD INDEX FDS$650,7120.01%3,493CommonNONE
92189F700MOOVANECK VECTORS ETF TR$641,2830.01%9,446CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$641,2830.01%10,733CommonNONE
92537N108VRTVERTIV HOLDINGS CO$628,2090.01%8,701CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$610,5960.01%2,405CommonNONE
189054109CLXCLOROX CO DEL$610,1130.01%4,143CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$603,2580.01%2,479CommonNONE
570535104MKLMARKEL CORP$596,4060.01%319CommonNONE
26740W109QBTSD-WAVE QUANTUM INC$594,6700.01%78,246CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$589,2500.01%4,496CommonNONE
33733E104FTCSFIRST TR EXCHANGE TRADED FD$587,4160.01%6,553CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$581,9580.01%2,808CommonNONE
670346105NUENUCOR CORP$576,7980.01%4,793CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$574,8970.01%4,627CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$570,9850.01%9,754CommonNONE
366651107ITGARTNER INC$569,5870.01%1,357CommonNONE
026874784AIGAMERICAN INTL GROUP INC$568,3750.01%6,538CommonNONE
464288166AGZISHARES TR$567,5560.01%5,186CommonSOLE
020002101ALLALLSTATE CORP$564,9560.01%2,716CommonNONE
92189F106GDXVANECK VECTORS ETF TR$556,1610.01%12,098CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$553,2980.01%25,059CommonNONE
156504300CCSCENTURY CMNTYS INC$542,5060.01%8,085CommonNONE
74347G416PROSHARES TR$541,9240.01%24,981CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$539,3580.01%15,798CommonNONE
G8267P108SWSMURFIT WESTROCK PLC$535,8800.01%11,893CommonNONE
03073E105CORAMERISOURCEBERGEN CORP$524,9340.01%1,888CommonNONE
857477103STTSTATE STR CORP$524,7250.01%5,861CommonNONE
260003108DOVDOVER CORP$523,8690.01%2,982CommonNONE
921937835BNDVANGUARD BD INDEX FD INC$523,3530.01%7,125CommonNONE
316773100FITBFIFTH THIRD BANCORP$521,3880.01%13,176CommonNONE
216648501COOCOOPER COS INC$515,6320.01%6,113CommonNONE
126408103CSXCSX CORP$515,3350.01%17,511CommonNONE
464287341IXCISHARES TR$512,2260.01%12,176CommonNONE
31738L206FOAFINANCE OF AMERICA COMPAN$510,2400.01%24,000CommonNONE
30161N101EXCEXELON CORP$509,6250.01%11,060CommonNONE
91913Y100VLOVALERO ENERGY CORP NEW$501,6460.01%3,798CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$499,8960.01%788CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$499,1630.01%9,942CommonNONE
19260Q107COINCOINBASE GLOBAL INC$496,5390.01%2,883CommonNONE
254709108DFSEURDISCOVER FINL SVCS$495,3050.01%2,902CommonNONE
464287150ITOTISHARES TR$493,8960.01%4,048CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$493,7610.01%6,693CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$491,0870.01%11,013CommonNONE
46266C105IQVIQVIA HLDGS INC$490,9940.01%2,785CommonNONE
89854H102TTECTTEC HLDGS INC$486,9200.01%148,000CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$481,6260.01%12,236CommonNONE
256163106DOCUDOCUSIGN INC$481,4900.01%5,915CommonNONE
42809H107HESHESS CORP$477,7620.01%2,991CommonNONE
494368103KMBKIMBERLY CLARK CORP$477,4490.01%3,336CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$477,4310.01%2,986CommonNONE
81684M104SMLRSEMLER SCIENTIFIC INC$470,6000.01%13,000CommonNONE
629209305NMIHNMI HLDGS INC$466,2350.01%12,933CommonNONE
704326107PAYXPAYCHEX INC$463,6160.01%3,005CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$455,5350.01%18,192CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$454,4170.01%12,150CommonNONE
372460105GPCGENUINE PARTS CO$451,7980.01%3,762CommonNONE
009158106APDAIR PRODS & CHEMS INC$448,6690.01%1,521CommonNONE
92204A108VCRVANGUARD WORLD FDS$448,2170.01%1,377CommonNONE
55261F104MTBM & T BK CORP$444,6270.01%2,487CommonNONE
45168D104IDXXIDEXX LABS INC$441,1070.01%1,050CommonNONE
921909768VXUSVANGUARD STAR FD$440,7610.01%7,098CommonNONE
02128L106ALTGALTA EQUIPMENT GROUP INC$436,1700.01%93,000CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$435,1090.01%4,511CommonNONE
92189F205SLXVANECK VECTORS ETF TR$434,6330.01%7,067CommonNONE
464287580IYCISHARES TR$433,5870.01%4,909CommonNONE
464287481IWPISHARES TR$433,4500.01%3,689CommonNONE
693718108PCARPACCAR INC$432,2190.01%4,439CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$428,1210.01%8,268CommonNONE
260557103DOWDOW INC$426,0810.01%12,202CommonNONE
34959J108FTVFORTIVE CORP$424,5240.01%5,801CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST WORLD$417,8380.01%15,948CommonNONE
219350105GLWCORNING INC$415,4570.01%9,075CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$410,9180.01%1,881CommonNONE
892356106TSCOTRACTOR SUPPLY CO$410,7710.01%7,455CommonSOLE
97717W505DONWISDOMTREE TR$407,1040.01%8,221CommonSOLE
003263100GLTRABRDN PRECIOUS METALS BASKET$396,4370.01%3,062CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$396,1930.01%681CommonNONE
03831W108APPAPPLOVIN CORP$393,2150.01%1,484CommonNONE
V7780T103RCLROYAL CARIBBEAN CRUISES LTD$389,8240.01%1,891CommonNONE
464287754IYJISHARES TR$385,7380.01%2,963CommonNONE
464288802SUSAISHARES TR$384,2400.01%3,345CommonNONE
12504L109CBRECBRE GROUP INC$379,5240.01%2,902CommonNONE
14149Y108CAHCARDINAL HEALTH INC$376,1230.01%2,730CommonNONE
92338C103VLTOVERALTO CORP$375,8170.01%3,857CommonNONE
22160N109CSGPCOSTAR GROUP INC$375,7090.01%4,742CommonNONE
46432F339QUALISHARES TR$374,6120.01%2,192CommonNONE
311900104FASTFASTENAL CO$371,4070.01%4,789CommonNONE
886364645BOATTIDAL ETF TR$368,4800.01%14,000CommonNONE
464288513HYGISHARES TR$367,0620.01%4,653CommonNONE
46435G425ESGUISHARES TR$361,3560.01%2,964CommonNONE
25746U109DDOMINION RES INC VA NEW$361,2800.01%6,443CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$352,8830.01%4,386CommonNONE
98389B100XELXCEL ENERGY INC$351,2830.01%4,962CommonNONE
46429B267GOVTISHARES TR$350,5670.01%15,252CommonSOLE
464287556IBBISHARES TR$350,1580.01%2,738CommonNONE
778296103ROSTROSS STORES INC$348,7290.01%2,729CommonNONE
09627Y1092655787DBLUEPRINT MEDICINES CORP$348,4640.01%3,937CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$346,7960.01%725CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$345,9210.01%8,586CommonNONE
N97284108NBISYANDEX N V$338,9000.01%16,054CommonNONE
464288448IDVISHARES TR$337,2490.01%10,872CommonNONE
G87052109TELTE CONNECTIVITY PLC$337,0840.01%2,385CommonNONE
526057104LENLENNAR CORP$333,4580.01%2,905CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$332,0360.01%4,716CommonNONE
464287515IGVISHARES TR$331,5010.01%3,725CommonNONE
40434L105HPQHP INC$330,9390.01%11,824CommonNONE
31428X106FDXFEDEX CORP$329,6190.01%1,345CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$323,5690.01%274CommonNONE
052769106ADSKAUTODESK INC$322,3750.01%1,231CommonNONE
806407102HSICSCHEIN HENRY INC$322,2450.01%4,705CommonSOLE
78464A870XBISPDR SERIES TRUST$320,9110.01%3,957CommonNONE
87612G101TRGPTARGA RES CORP$319,7500.01%1,595CommonNONE
25460E364WEBLDIREXION SHS ETF TR$317,9410.01%16,819CommonNONE
380237107GDDYGODADDY INC$317,7240.01%1,764CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$317,7200.01%1,394CommonSOLE
98419M100XYLXYLEM INC$317,4070.01%2,657CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$315,6550.01%1,987CommonNONE
433000106HIMSHIMS & HERS HEALTH INC$309,8910.01%10,487CommonNONE
143658300CCL1EURCARNIVAL CORP$308,5940.01%15,801CommonNONE
92204A603VISVANGUARD WORLD FDS$308,0180.01%1,244CommonNONE

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.