Now live: Pro — the full 13F research suite for serious investorsSee pricing →
CITIZENS FINANCIAL GROUP INC/RI

Q2 2025 · 13F-HR

CITIZENS FINANCIAL GROUP INC/RIholdings as filed

Filed 2025-08-08 · accession 0000759944-25-000112

$6.22B
Reported value
692
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 692

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$412.7M6.63%724,517CommonSOLE
594918104MSFTMICROSOFT CORP$268.9M4.32%540,509CommonSOLE
464287200IVVISHARES TR$264.7M4.25%426,282CommonSOLE
67066G104NVDANVIDIA CORP$254.8M4.09%1,612,468CommonSOLE
037833100AAPLAPPLE INC$197.2M3.17%961,212CommonSOLE
464287507IJHISHARES TR$192.8M3.10%3,109,469CommonNONE
46432F842IEFAISHARES TR$187.1M3.01%2,240,962CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$157.6M2.53%255,062CommonSOLE
023135106AMZNAMAZON COM INC$134.2M2.16%611,893CommonSOLE
922908744VTVVANGUARD INDEX FDS$119.1M1.91%670,761CommonNONE
02079K305GOOGLALPHABET INC$111.4M1.79%632,145CommonSOLE
742718109PGPROCTER & GAMBLE CO$104.5M1.68%655,784CommonSOLE
30303M102METAFACEBOOK INC$98.6M1.58%133,576CommonSOLE
46434G103IEMGISHARES INC$93.8M1.51%1,562,846CommonNONE
46625H100JPMJPMORGAN CHASE & CO$88.5M1.42%305,191CommonSOLE
464287655IWMISHARES TR$82.5M1.33%382,467CommonSOLE
921943858VEAVANGUARD TAX MANAGED INTL FD$81.1M1.30%1,422,417CommonSOLE
57636Q104MAMASTERCARD INC$75.9M1.22%135,118CommonSOLE
464287671IUSGISHARES TR$72.8M1.17%483,873CommonNONE
11135F101AVGOBROADCOM INC$72.5M1.16%263,029CommonSOLE
46090E103QQQINVESCO QQQ TR$65.5M1.05%118,767CommonSOLE
060505104BACBANK AMER CORP$61.9M1.00%1,309,019CommonSOLE
G29183103ETNEATON CORP PLC$56.5M0.91%158,186CommonSOLE
532457108LLYLILLY ELI & CO$55.1M0.89%70,687CommonSOLE
922908629VOVANGUARD INDEX FDS$53.8M0.86%191,666CommonSOLE
922908553VNQVANGUARD INDEX FDS$45.2M0.73%507,095CommonNONE
464287465EFAISHARES TR$42.4M0.68%474,572CommonSOLE
922908751VBVANGUARD INDEX FDS$41.4M0.67%174,198CommonSOLE
437076102HDHOME DEPOT INC$41.1M0.66%112,094CommonSOLE
68389X105ORCLORACLE CORP$40.9M0.66%186,866CommonSOLE
02079K107GOOGALPHABET INC$40.6M0.65%228,819CommonSOLE
808524805SCHFCHWAB STRATEGIC TR$38.3M0.62%1,733,768CommonNONE
92826C839VVISA INC$37.3M0.60%104,948CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$36.1M0.58%142,532CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$34.5M0.55%70,958CommonSOLE
78464A409SPYGSPDR SERIES TRUST$34.4M0.55%361,339CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$34.4M0.55%60,781CommonSOLE
191216100KOCOCA COLA CO$33.4M0.54%469,216CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$33.2M0.53%33,495CommonSOLE
254687106DISDISNEY WALT CO$32.1M0.52%259,175CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$30.9M0.50%43,625CommonNONE
63010H108NNENANO NUCLEAR ENERGY INC$30.4M0.49%880,005CommonNONE
00287Y109ABBVABBVIE INC$28.7M0.46%154,684CommonSOLE
464288158SUBISHARES TR$28.1M0.45%264,342CommonSOLE
464287804IJRISHARES TR$26.8M0.43%245,156CommonSOLE
88160R101TSLATESLA MTRS INC$26.0M0.42%81,777CommonSOLE
833445109SNOWSNOWFLAKE INC$25.9M0.42%115,914CommonNONE
478160104JNJJOHNSON & JOHNSON$25.1M0.40%164,335CommonSOLE
G54950103LINLINDE PLC$24.9M0.40%53,094CommonSOLE
949746101WMT2WELLS FARGO & CO NEW$24.2M0.39%301,537CommonSOLE
46429B697USMVISHARES TR$24.0M0.39%255,666CommonSOLE
40412C101HCAHCA HOLDINGS INC$23.8M0.38%62,028CommonSOLE
701094104PHPARKER HANNIFIN CORP$23.4M0.38%33,448CommonSOLE
79466L302CRMSALESFORCE COM INC$23.4M0.38%85,639CommonSOLE
863667101SYKSTRYKER CORP$23.3M0.37%58,886CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$23.1M0.37%343,250CommonSOLE
74762E106QUANTA SVCS INC$22.6M0.36%59,650CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$22.4M0.36%48,473CommonSOLE
438516106HONHONEYWELL INTL INC$22.3M0.36%95,920CommonSOLE
30231G102XOMEXXON MOBIL CORP$22.3M0.36%206,856CommonSOLE
58933Y105MRKMERCK & CO INC NEW$22.3M0.36%281,090CommonSOLE
464287309IVWISHARES TR$21.9M0.35%198,742CommonSOLE
17275R102CSCOCISCO SYS INC$21.4M0.34%308,033CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$21.3M0.34%406,623CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$20.6M0.33%90,711CommonNONE
025816109AXPAMERICAN EXPRESS CO$20.6M0.33%64,429CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$20.3M0.33%222,715CommonSOLE
464287689IWVISHARES TR$20.3M0.33%57,725CommonSOLE
911363109URIUNITED RENTALS INC$19.3M0.31%25,668CommonSOLE
931142103WMTWAL-MART STORES INC$19.2M0.31%196,430CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$19.2M0.31%428,065CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$18.9M0.30%381,238CommonSOLE
33733E302FDNFIRST TR EXCHANGE TRADED FD$18.8M0.30%69,710CommonNONE
46641Q837JPSTJP MORGAN EXCHANGE TRADED FD$18.6M0.30%367,532CommonNONE
33739P855FPEIFIRST TR EXCH TRADED FD III$18.1M0.29%951,002CommonSOLE
002824100ABTABBOTT LABS$17.9M0.29%131,350CommonSOLE
921908844VIGVANGUARD SPECIALIZED PORTFOL$17.6M0.28%85,404CommonSOLE
78468R663BILSPDR SERIES TRUST$17.2M0.28%187,882CommonNONE
038222105AMATAPPLIED MATLS INC$16.6M0.27%90,630CommonSOLE
20825C104COPCONOCOPHILLIPS$16.4M0.26%183,144CommonSOLE
464287614IWFISHARES TR$15.8M0.25%37,264CommonSOLE
872540109TJXTJX COS INC NEW$15.6M0.25%126,461CommonSOLE
922908736VUGVANGUARD INDEX FDS$14.8M0.24%33,700CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$14.7M0.24%32,918CommonSOLE
464288661IEIISHARES TR$14.1M0.23%118,277CommonNONE
464288414MUBISHARES TR$14.0M0.23%134,359CommonSOLE
65339F101NEENEXTERA ENERGY INC$14.0M0.23%201,973CommonSOLE
922908769VTIVANGUARD INDEX FDS$13.8M0.22%45,416CommonSOLE
872590104TMUST MOBILE US INC$13.8M0.22%57,778CommonSOLE
64110L106NFLXNETFLIX INC$13.7M0.22%10,231CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$13.7M0.22%33,725CommonSOLE
464287234EEMISHARES TR$13.6M0.22%282,154CommonSOLE
464287622IWBISHARES TR$13.5M0.22%39,655CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$13.4M0.22%42,927CommonSOLE
278642103EBAYEBAY INC$12.7M0.20%170,024CommonSOLE
713448108PEPPEPSICO INC$12.5M0.20%94,640CommonSOLE
461202103INTUINTUIT$12.4M0.20%15,715CommonSOLE
571903202MARMARRIOTT INTL INC NEW$12.1M0.19%44,359CommonSOLE
46435G326IDEVISHARES TR$12.0M0.19%157,316CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$11.8M0.19%201,331CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$11.8M0.19%126,272CommonSOLE
81762P102NOWSERVICENOW INC$11.7M0.19%11,345CommonSOLE
464287408IVEISHARES TR$11.6M0.19%59,527CommonNONE
56585A102MPCMARATHON PETE CORP$11.5M0.18%69,225CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$11.5M0.18%264,700CommonSOLE
149123101CATCATERPILLAR INC DEL$11.3M0.18%29,146CommonSOLE
00206R102TAT&T INC$11.3M0.18%389,157CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$11.2M0.18%61,649CommonSOLE
78464A854SPYMSPDR SERIES TRUST$11.0M0.18%151,024CommonNONE
172967424CCITIGROUP INC$10.9M0.18%128,605CommonNONE
464287226AGGISHARES TR$10.9M0.17%109,760CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$10.3M0.17%25,943CommonNONE
166764100CVXCHEVRON CORP NEW$10.3M0.16%71,612CommonSOLE
231021106CMICUMMINS INC$10.2M0.16%31,234CommonSOLE
97717X511AGGYWISDOMTREE TR$10.2M0.16%234,249CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$10.0M0.16%33,938CommonSOLE
89417E113TRAVELERS COMPANIES INC$9.9M0.16%36,988CommonSOLE
907818108UNPUNION PAC CORP$9.8M0.16%42,777CommonSOLE
172908105CTASCINTAS CORP$9.8M0.16%43,965CommonSOLE
46435G516ESGDISHARES TR$9.6M0.15%108,066CommonSOLE
882508104TXNTEXAS INSTRS INC$9.4M0.15%45,197CommonSOLE
G0403H108AONAON PLC$9.4M0.15%26,276CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW$9.3M0.15%101,682CommonSOLE
808524797SCHDCHWAB STRATEGIC TR$9.2M0.15%349,016CommonSOLE
464287440IEFISHARES TR$9.2M0.15%96,297CommonNONE
922908637VVVANGUARD INDEX FDS$9.2M0.15%32,153CommonNONE
771049103RBLXROBLOX CORP$9.0M0.14%85,481CommonNONE
244199105DEDEERE & CO$8.9M0.14%17,583CommonSOLE
580135101MCDMCDONALDS CORP$8.9M0.14%30,515CommonSOLE
717081103PFEPFIZER INC$8.9M0.14%367,335CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$8.7M0.14%12CommonNONE
78463V107GLDSPDR GOLD TRUST$8.5M0.14%27,744CommonNONE
617446448MSMORGAN STANLEY$8.3M0.13%58,701CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$8.2M0.13%39,914CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$8.1M0.13%14,943CommonSOLE
770700102HOODROBINHOOD MKTS INC$8.1M0.13%86,539CommonNONE
70975L107PENPENUMBRA INC$8.0M0.13%31,169CommonNONE
464287432TLTISHARES TR$7.8M0.13%88,782CommonNONE
747525103QCOMQUALCOMM INC$7.7M0.12%48,351CommonSOLE
808524870SCHPCHWAB STRATEGIC TR$7.6M0.12%283,368CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$7.5M0.12%25,244CommonSOLE
482480100KLACKLA-TENCOR CORP$7.5M0.12%8,419CommonSOLE
464287598IWDISHARES TR$7.5M0.12%38,394CommonNONE
05722G100BKRBAKER HUGHES A GE CO$7.5M0.12%194,430CommonSOLE
46429B663HDVISHARES TR$7.4M0.12%63,009CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL INC$7.1M0.11%46,463CommonSOLE
760759100RSGREPUBLIC SVCS INC$7.1M0.11%28,871CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$7.1M0.11%22,973CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$7.0M0.11%14,042CommonSOLE
291011104EMREMERSON ELEC CO$6.9M0.11%51,888CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$6.8M0.11%164,355CommonNONE
464287168DVYISHARES TR$6.8M0.11%51,199CommonSOLE
464287499IWRISHARES TR$6.5M0.11%71,161CommonSOLE
370334104GISGENERAL MLS INC$6.5M0.10%125,186CommonNONE
682680103OKEONEOK INC NEW$6.3M0.10%77,535CommonNONE
25809K105DASHDOORDASH INC$6.3M0.10%25,539CommonNONE
464285204IAUISHARES GOLD TR$6.1M0.10%97,450CommonSOLE
75513E105RAYTHEON TECHNOLOGIES CORP$6.0M0.10%41,116CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$5.8M0.09%111,005CommonSOLE
09857L108BKNGBOOKING HLDGS INC$5.8M0.09%995CommonSOLE
46137V506PFMINVESCO EXCHANGE TRADED FD T$5.8M0.09%119,377CommonNONE
78464A763SDYSPDR SERIES TRUST$5.6M0.09%41,091CommonSOLE
H1467J104CBCHUBB LIMITED$5.5M0.09%19,053CommonSOLE
922908538VOTVANGUARD INDEX FDS$5.5M0.09%19,299CommonNONE
464287101OEFISHARES TR$5.4M0.09%17,812CommonNONE
548661107LOWLOWES COS INC$5.3M0.09%23,912CommonSOLE
464288281EMBISHARES TR$5.1M0.08%55,017CommonSOLE
743315103PGRPROGRESSIVE CORP OHIO$5.1M0.08%19,037CommonSOLE
464287606IJKISHARES TR$5.0M0.08%55,198CommonNONE
09260D107BXBLACKSTONE GROUP INC$5.0M0.08%33,518CommonSOLE
00724F101ADBEADOBE SYS INC$4.9M0.08%12,750CommonSOLE
52466B103LZLEGALZOOM COM INC$4.9M0.08%546,279CommonNONE
718172109PMPHILIP MORRIS INTL INC$4.9M0.08%26,635CommonSOLE
464287457SHYISHARES TR$4.8M0.08%58,475CommonSOLE
82509L107SHOPSHOPIFY INC$4.8M0.08%41,685CommonNONE
46435U663ESMLISHARES TR$4.7M0.08%114,100CommonNONE
78464A607RWRSPDR SERIES TRUST$4.6M0.07%48,015CommonNONE
78463X855GIISPDR INDEX SHS FDS$4.5M0.07%67,197CommonNONE
78464A508SPYVSPDR SERIES TRUST$4.5M0.07%85,200CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE-TRADED F$4.4M0.07%78,270CommonNONE
031162100AMGNAMGEN INC$4.4M0.07%15,668CommonSOLE
09290D101BLKBLACKROCK INC$4.4M0.07%4,168CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$4.3M0.07%18,289CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE TRADED FD$4.3M0.07%71,278CommonNONE
922908652VXFVANGUARD INDEX FDS$4.2M0.07%22,037CommonNONE
14040H105COFCAPITAL ONE FINL CORP$4.0M0.06%18,942CommonNONE
235851102DHRDANAHER CORP DEL$4.0M0.06%20,135CommonSOLE
049560105ATOATMOS ENERGY CORP$3.9M0.06%25,520CommonSOLE
247361702DALDELTA AIR LINES INC DEL$3.8M0.06%77,904CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$3.8M0.06%135,474CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$3.8M0.06%11,753CommonNONE
48251W104KKRKKR & CO INC$3.7M0.06%28,023CommonNONE
49456B101KMIKINDER MORGAN INC DEL$3.7M0.06%126,474CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$3.7M0.06%8,762CommonNONE
092528884CALIBLACKROCK ETF TRUST II$3.6M0.06%71,799CommonNONE
751212101RLRALPH LAUREN CORP$3.6M0.06%13,144CommonNONE
902973304USBUS BANCORP DEL$3.5M0.06%77,296CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3.5M0.06%24,538CommonSOLE
443510607HUBBHUBBELL INC$3.5M0.06%8,506CommonNONE
009066101ABNBAIRBNB INC$3.4M0.05%25,634CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$3.3M0.05%17,647CommonSOLE
78467X109DIASPDR DOW JONES INDL AVRG ETF$3.3M0.05%7,461CommonNONE
20030N101CMCSACOMCAST CORP NEW$3.3M0.05%92,038CommonSOLE
855244109SBUXSTARBUCKS CORP$3.3M0.05%35,667CommonSOLE
46654Q575JMTGJ P MORGAN EXCHANGE TRADED F$3.3M0.05%65,113CommonNONE
922908595VBKVANGUARD INDEX FDS$3.3M0.05%11,771CommonNONE
609207105MDLZMONDELEZ INTL INC$3.2M0.05%47,668CommonSOLE
94106L109WMWASTE MGMT INC DEL$3.2M0.05%13,949CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$3.2M0.05%121,676CommonNONE
125523100CICIGNA CORP NEW$3.1M0.05%9,430CommonSOLE
921937827BSVVANGUARD BD INDEX FD INC$3.1M0.05%39,268CommonNONE
369604301GEGENERAL ELECTRIC CO$3.1M0.05%11,900CommonNONE
871829107SYYSYSCO CORP$3.1M0.05%40,303CommonSOLE
88579Y101MMM3M CO$3.0M0.05%19,824CommonSOLE
654106103NKENIKE INC$3.0M0.05%41,475CommonSOLE
98978V103ZTSZOETIS INC$3.0M0.05%18,946CommonSOLE
842587107SOSOUTHERN CO$2.9M0.05%31,950CommonSOLE
02156V109OKLOOKLO INC$2.9M0.05%51,735CommonNONE
92840M102VSTVISTRA ENERGY CORP$2.8M0.05%14,629CommonNONE
921946406VYMVANGUARD WHITEHALL FDS INC$2.8M0.05%21,149CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$2.7M0.04%31,132CommonNONE
464287721IYWISHARES TR$2.7M0.04%15,601CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.7M0.04%14,729CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.7M0.04%19,518CommonNONE
G5960L103MDTMEDTRONIC PLC$2.6M0.04%30,303CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.6M0.04%56,247CommonSOLE
693506107PPGPPG INDS INC$2.6M0.04%22,716CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$2.6M0.04%31,745CommonNONE
464287242LQDISHARES TR$2.6M0.04%23,346CommonSOLE
36828A101GEVGE VERNOVA INC$2.6M0.04%4,820CommonNONE
278865100ECLECOLAB INC$2.5M0.04%9,452CommonSOLE
097023105BABOEING CO$2.5M0.04%12,144CommonSOLE
032095101APHAMPHENOL CORP NEW$2.5M0.04%25,421CommonNONE
808524607SCHASCHWAB STRATEGIC TR$2.5M0.04%99,147CommonNONE
58155Q103MCKMCKESSON CORP$2.5M0.04%3,401CommonNONE
92204A702VGTVANGUARD WORLD FDS$2.5M0.04%3,756CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST US$2.5M0.04%68,897CommonNONE
337738108FISVFISERV INC$2.4M0.04%13,960CommonSOLE
733245104PRCHPORCH GROUP INC$2.4M0.04%202,848CommonNONE
384802104GWWGRAINGER W W INC$2.4M0.04%2,296CommonSOLE
816851109SRESEMPRA ENERGY$2.4M0.04%31,336CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.4M0.04%17,497CommonNONE
464288687PFFISHARES TR$2.3M0.04%74,862CommonNONE
464287648IWOISHARES TR$2.3M0.04%8,022CommonNONE
369550108GDGENERAL DYNAMICS CORP$2.2M0.04%7,666CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.2M0.04%8,831CommonSOLE
464288810IHIISHARES TR$2.2M0.04%35,248CommonNONE
464288273SCZISHARES TR$2.2M0.04%30,180CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$2.2M0.03%16,884CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$2.1M0.03%424,287CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.1M0.03%26,305CommonSOLE
969457100WMBWILLIAMS COS INC DEL$2.1M0.03%33,030CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.1M0.03%47,687CommonNONE
78468R788SPYDSPDR SER TR$2.0M0.03%48,270CommonNONE
110122108BMYBRISTOL MYERS SQUIBB CO$2.0M0.03%44,213CommonSOLE
91332U101UUNITY SOFTWARE INC$2.0M0.03%83,603CommonNONE
237194105DRIDARDEN RESTAURANTS INC$2.0M0.03%9,274CommonSOLE
02209S103MOALTRIA GROUP INC$2.0M0.03%33,948CommonNONE
59156R108METMETLIFE INC$2.0M0.03%24,631CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$2.0M0.03%27,380CommonNONE
375558103GILDGILEAD SCIENCES INC$1.9M0.03%17,519CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.9M0.03%3,633CommonSOLE
615369105MCOMOODYS CORP$1.9M0.03%3,801CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.9M0.03%20,674CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.9M0.03%3,549CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.8M0.03%11,313CommonNONE
040413205ANETARISTA NETWORKS INC$1.8M0.03%17,778CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.8M0.03%23,698CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.8M0.03%14,850CommonSOLE
46434G863ESGEISHARES INC$1.7M0.03%44,286CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.7M0.03%21,094CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$1.7M0.03%7,790CommonSOLE
74624M102PPURE STORAGE INC$1.7M0.03%29,429CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.7M0.03%19,931CommonNONE
942622200WSOWATSCO INC$1.7M0.03%3,827CommonNONE
988498101YUMYUM BRANDS INC$1.7M0.03%11,366CommonSOLE
126650100CVSCVS HEALTH CORP$1.7M0.03%24,390CommonSOLE
87612E110TARGET CORP$1.7M0.03%17,021CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.7M0.03%4,883CommonSOLE
46434V803HEFAISHARES TR$1.7M0.03%43,510CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.6M0.03%16,007CommonSOLE
053332102AZOAUTOZONE INC$1.6M0.03%429CommonSOLE
78468R796SPYXSPDR SER TR$1.6M0.03%31,200CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$1.6M0.03%20,926CommonSOLE
92204A504VHTVANGUARD WORLD FDS$1.6M0.03%6,325CommonNONE
427866108HSYHERSHEY CO$1.5M0.02%9,288CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.5M0.02%3,492CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.5M0.02%14,160CommonNONE
512807306LRCXLAM RESEARCH CORP$1.5M0.02%15,507CommonNONE
655844108NSCNORFOLK SOUTHERN CORP$1.5M0.02%5,861CommonSOLE
37954Y673PAVEGLOBAL X FDS$1.5M0.02%34,140CommonNONE
34959E109FTNTFORTINET INC$1.5M0.02%14,024CommonNONE
464288885EFGISHARES TR$1.5M0.02%13,207CommonSOLE
23331A109DHID R HORTON INC$1.5M0.02%11,337CommonSOLE
02128L106ALTGALTA EQUIPMENT GROUP INC$1.5M0.02%230,000CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.5M0.02%5,865CommonSOLE
921910816MGKVANGUARD WORLD FD$1.4M0.02%3,867CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1.4M0.02%18,258CommonNONE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$1.4M0.02%26,263CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$1.4M0.02%2,659CommonNONE
458140100INTCINTEL CORP$1.4M0.02%62,298CommonSOLE
032654105ADIANALOG DEVICES INC$1.4M0.02%5,826CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$1.4M0.02%20,774CommonSOLE
464288612GVIISHARES TR$1.4M0.02%12,772CommonNONE
22052L104CTVACORTEVA INC$1.4M0.02%18,254CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.3M0.02%2,633CommonNONE
90384S303ULTAULTA SALON COSMETCS & FRAG I$1.3M0.02%2,823CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$1.3M0.02%17,990CommonSOLE
98138H101WDAYWORKDAY INC$1.3M0.02%5,418CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$1.3M0.02%7,456CommonSOLE
46429B689EFAVISHARES TR$1.3M0.02%15,278CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.3M0.02%5,904CommonNONE
29357K103ENVAENOVA INTL INC$1.3M0.02%11,398CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1.3M0.02%2,221CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.3M0.02%3,920CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$1.2M0.02%6,618CommonNONE
84858T772EUADSPINNAKER ETF SERIES$1.2M0.02%28,934CommonNONE
78464A847SPMDSPDR SERIES TRUST$1.2M0.02%22,951CommonNONE
893641100TDGTRANSDIGM GROUP INC$1.2M0.02%808CommonNONE
69121K104OBDCOWL ROCK CAPITAL CORPORATION$1.2M0.02%85,235CommonSOLE
464288257ACWIISHARES TR$1.2M0.02%9,349CommonNONE
233051200DBEFDBX ETF TR$1.2M0.02%27,474CommonNONE
74255Y870USMCPRINCIPAL EXCHANGE TRADED FD$1.2M0.02%19,196CommonNONE
37637K108GTLBGITLAB INC$1.2M0.02%26,100CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.2M0.02%9,468CommonNONE
26740W109QBTSD-WAVE QUANTUM INC$1.2M0.02%79,327CommonNONE
464287762IYHISHARES TR$1.2M0.02%20,415CommonNONE
92537N108VRTVERTIV HOLDINGS CO$1.1M0.02%8,914CommonNONE
55354G100MSCIMSCI INC$1.1M0.02%1,976CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1.1M0.02%3,242CommonNONE
651639106NEMNEWMONT MINING CORP$1.1M0.02%19,126CommonNONE
806857108SLBSCHLUMBERGER LTD$1.1M0.02%32,967CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.1M0.02%10,629CommonSOLE
911312106UPSNITED PARCEL SERVICE INC$1.1M0.02%10,933CommonSOLE
92204A884VOXVANGUARD WORLD FDS$1.1M0.02%6,377CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$1.1M0.02%12,421CommonSOLE
718546104PSXPHILLIPS 66$1.1M0.02%9,060CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.1M0.02%3,503CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.1M0.02%7,309CommonNONE
46435U549EAGGISHARES TR$1.1M0.02%22,564CommonSOLE
92204A306VDEVANGUARD WORLD FDS$1.1M0.02%8,957CommonNONE
464287705IJJISHARES TR$1.1M0.02%8,500CommonNONE
886364645BOATTIDAL ETF TR$1.0M0.02%36,467CommonNONE
26875P101EOGEOG RES INC$1.0M0.02%8,690CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.0M0.02%8,439CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.0M0.02%3,286CommonNONE
464288877EFVISHARES TR$1.0M0.02%15,958CommonSOLE
97717X669DGRWWISDOMTREE TR$1.0M0.02%12,089CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.0M0.02%3,569CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$995,9840.02%11,832CommonNONE
464287630IWNISHARES TR$991,7760.02%6,287CommonNONE
76155X100RVMDREVOLUTION MEDICINES INC$987,1120.02%26,831CommonNONE
464288570DSIISHARES TR$986,9650.02%8,497CommonNONE
040919102ARKBARK 21SHARES BITCOIN ETF$986,8380.02%27,573CommonNONE
025537101AEPAMERICAN ELEC PWR INC$986,5640.02%9,508CommonNONE
921937819BIVVANGUARD BD INDEX FD INC$985,2700.02%12,739CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$978,9120.02%18,547CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$976,2570.02%4,020CommonNONE
23834J201DAVEDAVE INC$969,7650.02%3,613CommonNONE
46434V621DGROISHARES TR$962,7440.02%15,057CommonSOLE
132061862TAILCAMBRIA ETF TR$954,1120.02%79,576CommonNONE
30161N101EXCEXELON CORP$930,7180.01%21,435CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$928,5910.01%21,450CommonNONE
74349Y753SHPROSHARES TR$926,1520.01%23,097CommonNONE
G6683N103NUNU HLDGS LTD$919,9670.01%67,053CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$913,4280.01%21,297CommonNONE
922475108VEEVVEEVA SYS INC$912,6090.01%3,169CommonNONE
501044101KRKROGER CO$904,4370.01%12,609CommonNONE
25459W862SPXLDIREXION SHS ETF TR$902,7240.01%5,185CommonNONE
78464A755XMESPDR SERIES TRUST$900,8380.01%13,401CommonNONE
679295105OKTAOKTA INC$889,2690.01%8,895CommonNONE
780087102RYROYAL BK CDA MONTREAL QUE$883,5380.01%6,716CommonNONE
922908512VOEVANGUARD INDEX FDS$883,1210.01%5,342CommonNONE
464287481IWPISHARES TR$882,3300.01%6,362CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$876,0940.01%28,252CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$874,7340.01%4,004CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$874,3620.01%15,572CommonNONE
704326107PAYXPAYCHEX INC$866,1100.01%5,954CommonNONE
87288V101TSSITSS INC DEL$864,9000.01%30,000CommonNONE
37959E102GLGLOBE LIFE INC$864,1130.01%6,952CommonNONE
45168D104IDXXIDEXX LABS INC$862,6390.01%1,608CommonNONE
171340102CHDCHURCH & DWIGHT INC$862,1700.01%8,971CommonNONE
92204A405VFHVANGUARD WORLD FDS$859,8070.01%6,754CommonNONE
126408103CSXCSX CORP$850,5320.01%26,066CommonNONE
921910733ESGVVANGUARD WORLD FD$849,5930.01%7,749CommonNONE
12572Q105CMECME GROUP INC$844,5820.01%3,064CommonNONE
33735B108FNXFIRST TR MID CAP CORE ALPHAD$842,8940.01%7,339CommonNONE
922908611VBRVANGUARD INDEX FDS$832,4690.01%4,249CommonNONE
29273V100ETENERGY TRANSFER EQUITY L P$831,5100.01%45,864CommonNONE
67103H107ORLYO REILLY AUTOMOTIVE INC NEW$816,9790.01%9,064CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$798,8750.01%32,687CommonNONE
46138E354SPLVINVESCO EXCHNG TRADED FD TR$797,1280.01%10,947CommonNONE
001055102AFLAFLAC INC$791,6640.01%7,507CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$789,8210.01%17,256CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST WORLD$775,9850.01%26,421CommonNONE
72201R833MINTPIMCO ETF TR$766,4500.01%7,624CommonNONE
886364231GRNYTIDAL TRUST I$739,6860.01%32,614CommonNONE
89832Q109TFCTRUIST FINL CORP$738,9830.01%17,190CommonNONE
10576N102BRZEBRAZE INC$736,1080.01%26,196CommonNONE
464288166AGZISHARES TR$734,7710.01%6,698CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$731,0220.01%692CommonNONE
464287887IJTISHARES TR$730,7840.01%5,493CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$721,4710.01%1,314CommonNONE
V7780T103RCLROYAL CARIBBEAN CRUISES LTD$720,6990.01%2,296CommonNONE
46434V290SMLFISHARES TR$718,2990.01%10,571CommonNONE
406216101HALHALLIBURTON CO$715,2320.01%35,095CommonNONE
464288448IDVISHARES TR$714,6110.01%20,707CommonNONE
009496100AIRSAIRSCULPT TECHNOLOGIES INC$714,3570.01%147,900CommonNONE
31428X106FDXFEDEX CORP$711,6840.01%3,131CommonNONE
026874784AIGAMERICAN INTL GROUP INC$711,5210.01%8,313CommonNONE
03073E105CORAMERISOURCEBERGEN CORP$707,3950.01%2,359CommonNONE
366651107ITGARTNER INC$701,8430.01%1,736CommonNONE
89854H102TTECTTEC HLDGS INC$697,4500.01%145,000CommonNONE
74275K108PCORPROCORE TECHNOLOGIES INC$695,9680.01%10,172CommonNONE
92189F700MOOVANECK VECTORS ETF TR$695,4080.01%9,446CommonNONE
857477103STTSTATE STR CORP$687,6890.01%6,467CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$685,6230.01%10,762CommonNONE
464287879IJSISHARES TR$685,1760.01%6,887CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$680,6620.01%931CommonNONE
570535104MKLMARKEL CORP$679,1020.01%340CommonNONE
46429B267GOVTISHARES TR$676,7780.01%29,451CommonSOLE
30212W100AGNTEXP WORLD HLDGS INC$676,5830.01%74,350CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$675,7470.01%2,406CommonNONE
494368103KMBKIMBERLY CLARK CORP$672,6570.01%5,169CommonNONE
644393100NFENEW FORTRESS ENERGY INC$669,9060.01%201,779CommonNONE
46654Q104JCPIJ P MORGAN EXCHANGE TRADED F$669,0490.01%13,866CommonNONE
G3398L118PLGOFIDELIS INSURANCE HOLDINGS L$666,6770.01%40,210CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$666,3310.01%12,249CommonNONE
670346105NUENUCOR CORP$664,7000.01%5,131CommonNONE
91913Y100VLOVALERO ENERGY CORP NEW$663,2810.01%4,934CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$661,6660.01%5,194CommonNONE
26614N102DDDUPONT DE NEMOURS INC$661,3490.01%9,642CommonNONE
311900104FASTFASTENAL CO$659,3200.01%15,698CommonNONE
N97284108NBISYANDEX N V$657,2650.01%11,879CommonNONE
92189F106GDXVANECK VECTORS ETF TR$650,6300.01%12,498CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$647,5480.01%2,655CommonNONE
55336V100MPLXMPLX LP$643,5660.01%12,494CommonNONE
020002101ALLALLSTATE CORP$639,8740.01%3,162CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$634,0610.01%826CommonNONE
31738L206FOAFINANCE OF AMERICA COMPAN$629,6400.01%27,000CommonNONE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$607,9160.01%14,409CommonNONE
33733E104FTCSFIRST TR EXCHANGE TRADED FD$594,4420.01%6,540CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC$593,0340.01%8,427CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$575,3920.01%9,945CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$571,5640.01%5,412CommonNONE
78468R853SPSMSPDR SER TR$570,4810.01%13,392CommonNONE
629209305NMIHNMI HLDGS INC$568,8900.01%13,484CommonNONE
55261F104MTBM & T BK CORP$565,9300.01%2,917CommonNONE
260003108DOVDOVER CORP$560,2150.01%3,057CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$556,2330.01%12,987CommonNONE
921937835BNDVANGUARD BD INDEX FD INC$556,0900.01%7,552CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$553,4190.01%7,097CommonNONE
036752103ELVANTHEM INC$551,1370.01%1,417CommonNONE
14149Y108CAHCARDINAL HEALTH INC$546,8870.01%3,255CommonNONE
42809H107HESHESS CORP$545,7980.01%3,940CommonNONE
052769106ADSKAUTODESK INC$543,0260.01%1,754CommonNONE
464287150ITOTISHARES TR$542,4560.01%4,017CommonNONE
219350105GLWCORNING INC$538,6360.01%10,242CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$531,4680.01%18,195CommonNONE
526057104LENLENNAR CORP$531,4530.01%4,805CommonNONE
075887109BDXBECTON DICKINSON & CO$522,5590.01%3,034CommonNONE
921909768VXUSVANGUARD STAR FD$518,1090.01%7,499CommonNONE
G87052109TELTE CONNECTIVITY PLC$515,0190.01%3,053CommonNONE
749685103RPMRPM INTL INC$511,5310.01%4,657CommonSOLE
78464A870XBISPDR SERIES TRUST$510,3540.01%6,154CommonNONE
09627Y1092655787DBLUEPRINT MEDICINES CORP$508,4900.01%3,967CommonNONE
03831W108APPAPPLOVIN CORP$504,6440.01%1,442CommonNONE
25460E364WEBLDIREXION SHS ETF TR$504,6390.01%16,819CommonNONE
81684M104SMLRSEMLER SCIENTIFIC INC$503,6200.01%13,000CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$502,2090.01%4,627CommonNONE
33740F581QMARFIRST TR EXCHNG TRADED FD VI$499,5900.01%16,121CommonNONE
92204A108VCRVANGUARD WORLD FDS$499,0090.01%1,377CommonNONE
G8267P108SWSMURFIT WESTROCK PLC$498,7050.01%11,557CommonNONE
216648501COOCOOPER COS INC$497,3370.01%6,989CommonNONE
00258Y104ABXABACUS GLOBAL MGMT INC$493,4400.01%96,000CommonNONE
05464C101AXONAXON ENTERPRISE INC$490,9680.01%593CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$490,7860.01%20,595CommonNONE
464287580IYCISHARES TR$489,1330.01%4,909CommonNONE
189054109CLXCLOROX CO DEL$485,9610.01%4,047CommonNONE
25746U109DDOMINION RES INC VA NEW$483,6070.01%8,556CommonNONE
98389B100XELXCEL ENERGY INC$482,4420.01%7,084CommonNONE
464287341IXCISHARES TR$479,0140.01%12,192CommonNONE
156504300CCSCENTURY CMNTYS INC$473,8780.01%8,414CommonNONE
98419M100XYLXYLEM INC$473,2010.01%3,658CommonNONE
30068X103XGNEXAGEN INC$471,8480.01%67,600CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$470,8410.01%10,533CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$469,3810.01%7,481CommonNONE
92189F205SLXVANECK VECTORS ETF TR$467,5660.01%7,067CommonNONE
46434G822EWJISHARES INC$461,8280.01%6,160CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$461,3730.01%1,994CommonNONE
57142B104MQMARQETA INC$460,4010.01%78,971CommonNONE
37954Y632AIQGLOBAL X FDS$459,5830.01%10,507CommonNONE
693718108PCARPACCAR INC$459,1910.01%4,831CommonNONE
256163106DOCUDOCUSIGN INC$456,4440.01%5,860CommonNONE
74347G416PROSHARES TR$455,9890.01%27,106CommonNONE
443201108HWMHOWMET AEROSPACE INC$453,6170.01%2,437CommonNONE
46432F339QUALISHARES TR$450,6270.01%2,465CommonNONE
87165B103SYFSYNCHRONY FINL$444,0550.01%6,654CommonNONE
778296103ROSTROSS STORES INC$440,2690.01%3,451CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$437,6590.01%24,034CommonNONE

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.