Now live: Pro — the full 13F research suite for serious investorsSee pricing →
PEAPACK GLADSTONE FINANCIAL CORP (PGC)

Q3 2023 · 13F-HR

PEAPACK GLADSTONE FINANCIAL CORP (PGC)holdings as filed

Filed 2023-11-14 · accession 0001050743-23-000012

$5.4M
Reported value
689
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 689

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$281,2385.20%1,642,652CommonSOLE
594918104MSFTMICROSOFT CORP$164,7573.05%521,799CommonSOLE
46090E103QQQINVESCO QQQ TR$117,2032.17%327,134CommonSOLE
02079K305GOOGLALPHABET INC$110,3302.04%843,125CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$94,1151.74%648,982CommonSOLE
30231G102XOMEXXON MOBIL CORP$90,3261.67%768,198CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$88,3041.63%206,572CommonSOLE
922908363VOOVANGUARD INDEX FDS$76,9211.42%195,877CommonSOLE
478160104JNJJOHNSON & JOHNSON$73,7911.37%473,775CommonSOLE
58933Y105MRKMERCK & CO INC$72,7151.35%706,318CommonSOLE
02079K107GOOGALPHABET INC$71,1801.32%539,874CommonSOLE
713448108PEPPEPSICO INC$68,7711.27%405,870CommonSOLE
922908751VBVANGUARD INDEX FDS$67,6981.25%358,061CommonSOLE
437076102HDHOME DEPOT INC$64,5321.19%213,569CommonSOLE
023135106AMZNAMAZON COM INC$62,4501.16%491,264CommonSOLE
166764100CVXCHEVRON CORP NEW$61,1581.13%362,696CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$58,7781.09%167,790CommonSOLE
92826C839VVISA INC$55,2791.02%240,337CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$54,8001.01%96,995CommonSOLE
907818108UNPUNION PAC CORP$53,3580.99%262,035CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$51,4650.95%684,647CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$49,0970.91%1,188,772CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$46,2590.86%1,179,809CommonSOLE
742718109PGPROCTER AND GAMBLE CO$46,0390.85%315,642CommonSOLE
532457108LLYELI LILLY & CO$43,9090.81%81,748CommonSOLE
922908629VOVANGUARD INDEX FDS$43,6090.81%209,413CommonSOLE
09247X101BLKCHFBLACKROCK INC$43,0630.80%66,610CommonSOLE
464287655IWMISHARES TR$42,2710.78%239,176CommonSOLE
872540109TJXTJX COS INC NEW$40,1950.74%452,232CommonSOLE
009158106APDAIR PRODS & CHEMS INC$39,9180.74%140,859CommonSOLE
30303M102METAMETA PLATFORMS INC$39,6460.73%132,061CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$37,6950.70%156,689CommonSOLE
46436E718SGOVISHARES TR$37,4290.69%371,800CommonSOLE
580135101MCDMCDONALDS CORP$36,8170.68%139,758CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$36,8060.68%634,127CommonSOLE
038222105AMATAPPLIED MATLS INC$36,7700.68%265,588CommonSOLE
17275R102CSCOCISCO SYS INC$35,5840.66%661,921CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$35,5250.66%220,679CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$35,3480.65%610,189CommonSOLE
464287804IJRISHARES TR$34,8940.65%369,918CommonSOLE
68389X105ORCLORACLE CORP$32,7480.61%309,182CommonSOLE
92204A702VGTVANGUARD WORLD FDS$32,6740.60%78,748CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$32,4040.60%64,268CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$32,3610.60%63,933CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$31,6930.59%724,898CommonSOLE
548661107LOWLOWES COS INC$31,5920.58%151,990CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$30,2180.56%417,888CommonSOLE
369550108GDGENERAL DYNAMICS CORP$30,1480.56%136,436CommonSOLE
00287Y109ABBVABBVIE INC$29,4870.55%197,827CommonSOLE
031162100AMGNAMGEN INC$29,3520.54%109,208CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$28,9170.54%63,326CommonSOLE
235851102DHRDANAHER CORPORATION$26,9980.50%108,817CommonSOLE
747525103QCOMQUALCOMM INC$26,9590.50%242,760CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$26,7480.50%217,878CommonSOLE
075887109BDXBECTON DICKINSON & CO$26,6880.49%103,230CommonSOLE
254687106DISDISNEY WALT CO$26,5650.49%327,785CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$26,2910.49%290,864CommonSOLE
94106L109WMWASTE MGMT INC DEL$25,9930.48%170,521CommonSOLE
92204A504VHTVANGUARD WORLD FDS$25,4470.47%108,236CommonSOLE
438516106HONHONEYWELL INTL INC$25,4280.47%137,643CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$25,2220.47%195,916CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$24,9780.46%47CommonSOLE
65339F101NEENEXTERA ENERGY INC$24,6120.46%429,622CommonSOLE
922908553VNQVANGUARD INDEX FDS$23,4630.43%310,103CommonSOLE
931142103WMTWALMART INC$23,3650.43%146,096CommonSOLE
126650100CVSCVS HEALTH CORP$23,3280.43%334,110CommonSOLE
704699107PGCPEAPACK-GLADSTONE FINL CORP$23,1690.43%903,274CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$23,1350.43%228,190CommonSOLE
464287457SHYISHARES TR$22,6940.42%280,279CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$22,3560.41%136,385CommonSOLE
149123101CATCATERPILLAR INC$22,2930.41%81,657CommonSOLE
060505104BACBANK AMERICA CORP$22,0650.41%805,934CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$21,8840.41%7,096CommonSOLE
863667101SYKSTRYKER CORPORATION$21,5350.40%78,804CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$21,5080.40%428,617CommonSOLE
053611109AVYAVERY DENNISON CORP$20,5780.38%112,653CommonSOLE
75513E101RTXRTX CORPORATION$20,4040.38%283,519CommonSOLE
H1467J104CBCHUBB LIMITED$20,3060.38%97,542CommonSOLE
695156109PKGPACKAGING CORP AMER$20,2450.37%131,844CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$20,0950.37%605,824CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$19,9870.37%142,445CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$19,1330.35%590,313CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$18,5810.34%92,426CommonSOLE
458140100INTCINTEL CORP$18,4420.34%518,789CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$17,7940.33%87,685CommonSOLE
717081103PFEPFIZER INC$17,2860.32%521,200CommonSOLE
097023105BABOEING CO$17,2300.32%89,889CommonSOLE
231021106CMICUMMINS INC$16,9940.31%74,388CommonSOLE
72201R833MINTPIMCO ETF TR$16,9500.31%169,267CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$16,6760.31%303,749CommonSOLE
191216100KOCOCA COLA CO$16,4120.30%293,184CommonSOLE
31428X106FDXFEDEX CORP$16,0670.30%60,647CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$16,0150.30%113,020CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$15,9550.30%51,955CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$15,7300.29%127,339CommonSOLE
464287408IVEISHARES TR$15,4960.29%100,719CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$15,3480.28%451,934CommonSOLE
806857108SLBSCHLUMBERGER LTD$15,2640.28%261,829CommonSOLE
78463V107GLDSPDR GOLD TR$14,8870.28%86,830CommonSOLE
670346105NUENUCOR CORP$14,7180.27%94,130CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$14,5750.27%35,503CommonSOLE
464287200IVVISHARES TR$14,2900.26%33,275CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$14,1370.26%106,069CommonSOLE
372460105GPCGENUINE PARTS CO$14,0660.26%97,426CommonSOLE
20030N101CMCSACOMCAST CORP NEW$13,9070.26%313,628CommonSOLE
922908512VOEVANGUARD INDEX FDS$13,7570.25%105,047CommonSOLE
922908595VBKVANGUARD INDEX FDS$13,6580.25%63,766CommonSOLE
855244109SBUXSTARBUCKS CORP$13,2810.25%145,515CommonSOLE
98978V103ZTSZOETIS INC$13,1990.24%75,865CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$13,1770.24%200,963CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$13,1130.24%190,574CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$13,1060.24%224,213CommonSOLE
002824100ABTABBOTT LABS$12,8310.24%132,469CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$12,7890.24%183,268CommonSOLE
67066G104NVDANVIDIA CORPORATION$12,5330.23%28,815CommonSOLE
291011104EMREMERSON ELEC CO$12,2740.23%127,094CommonSOLE
871829107SYYSYSCO CORP$12,2700.23%185,778CommonSOLE
617446448MSMORGAN STANLEY$12,2040.23%149,418CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$11,4190.21%39,947CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$11,1640.21%196,147CommonSOLE
88579Y101MMM3M CO$11,0600.20%118,128CommonSOLE
032654105ADIANALOG DEVICES INC$11,0270.20%62,981CommonSOLE
922908611VBRVANGUARD INDEX FDS$11,0240.20%69,125CommonSOLE
464287309IVWISHARES TR$11,0010.20%160,784CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$10,8440.20%69,563CommonSOLE
11135F101AVGOBROADCOM INC$10,5090.19%12,651CommonSOLE
339041105FLT1EURFLEETCOR TECHNOLOGIES INC$10,3400.19%40,497CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$10,3290.19%360,363CommonSOLE
244199105DEDEERE & CO$10,3030.19%27,302CommonSOLE
760125104RTORENTOKIL INITIAL PLC$10,0860.19%272,227CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$9,9510.18%60,516CommonSOLE
46434G103IEMGISHARES INC$9,9390.18%208,847CommonSOLE
278865100ECLECOLAB INC$9,8010.18%57,858CommonSOLE
464287176TIPISHARES TR$9,6980.18%93,498CommonSOLE
G0403H108AONAON PLC$9,6710.18%29,828CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$9,6380.18%129,217CommonSOLE
464287556IBBISHARES TR$9,5150.18%77,813CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$9,4520.17%91,484CommonSOLE
29444U700EQIXEQUINIX INC$9,2950.17%12,799CommonSOLE
00724F101ADBEADOBE INC$9,2070.17%18,057CommonSOLE
78409V104SPGIS&P GLOBAL INC$9,1610.17%25,071CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$9,1250.17%165,330CommonSOLE
461202103INTUINTUIT$9,0390.17%17,692CommonSOLE
46429B655FLOTISHARES TR$9,0120.17%177,075CommonSOLE
718172109PMPHILIP MORRIS INTL INC$8,8830.16%95,947CommonSOLE
89832Q109TFCTRUIST FINL CORP$8,7440.16%305,636CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$8,6770.16%81,705CommonSOLE
902973304USBUS BANCORP DEL$8,6520.16%261,709CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$8,5590.16%20,928CommonSOLE
025816109AXPAMERICAN EXPRESS CO$8,4080.16%56,353CommonSOLE
G8473T100STESTERIS PLC$8,3630.15%38,113CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$8,2880.15%25,615CommonSOLE
260557103DOWDOW INC$8,2260.15%159,519CommonSOLE
125523100CITHE CIGNA GROUP$8,1660.15%28,545CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$8,1640.15%65,922CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$8,1230.15%104,070CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$8,0640.15%35,012CommonSOLE
460146103IPINTERNATIONAL PAPER CO$8,0200.15%226,082CommonSOLE
882508104TXNTEXAS INSTRS INC$7,8800.15%49,555CommonSOLE
46432F842IEFAISHARES TR$7,8060.14%121,304CommonSOLE
464287762IYHISHARES TR$7,8000.14%28,881CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$7,7830.14%48,757CommonSOLE
464287630IWNISHARES TR$7,7370.14%57,075CommonSOLE
09260D107BXBLACKSTONE INC$7,6850.14%71,741CommonSOLE
45687V106IRINGERSOLL RAND INC$7,6610.14%120,227CommonSOLE
78464A763SDYSPDR SER TR$7,6420.14%66,441CommonSOLE
337738108FISVFISERV INC$7,3770.14%65,301CommonSOLE
464288687PFFISHARES TR$7,0000.13%232,193CommonSOLE
654106103NKENIKE INC$6,9770.13%72,963CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$6,8580.13%39,386CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$6,7920.13%27,026CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$6,5930.12%71,945CommonSOLE
22822V101CCICROWN CASTLE INC$6,4550.12%70,154CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$6,3440.12%18,943CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$6,2510.12%90,206CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$6,1840.11%82,290CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$6,0200.11%15,205CommonSOLE
256677105DGDOLLAR GEN CORP NEW$6,0130.11%56,830CommonSOLE
464287614IWFISHARES TR$5,9040.11%22,192CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$5,8950.11%100,037CommonSOLE
609207105MDLZMONDELEZ INTL INC$5,8390.11%84,135CommonSOLE
126408103CSXCSX CORP$5,8260.11%189,479CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$5,7300.11%36,880CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$5,6590.10%70,453CommonSOLE
635017106FIZZNATIONAL BEVERAGE CORP$5,6420.10%120,000CommonSOLE
20825C104COPCONOCOPHILLIPS$5,6140.10%46,869CommonSOLE
46434V878ICSHISHARES TR$5,5910.10%110,984CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$5,5700.10%243,000CommonSOLE
369604301GEGENERAL ELECTRIC CO$5,5670.10%50,368CommonSOLE
464287507IJHISHARES TR$5,5620.10%22,305CommonSOLE
925652109VICIVICI PPTYS INC$5,5490.10%190,705CommonSOLE
464288810IHIISHARES TR$5,5120.10%113,643CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$5,4290.10%69,131CommonSOLE
042735100ARWARROW ELECTRS INC$5,4000.10%43,113CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$5,3530.10%112,226CommonSOLE
464287465EFAISHARES TR$5,1900.10%75,307CommonSOLE
464288646IGSBISHARES TR$5,1750.10%103,843CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$5,0830.09%11,548CommonSOLE
59156R108METMETLIFE INC$5,0190.09%79,772CommonSOLE
13765N107CNNECANNAE HLDGS INC$5,0140.09%268,965CommonSOLE
464287481IWPISHARES TR$4,9550.09%54,250CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$4,8230.09%152,296CommonSOLE
00206R102TAT&T INC$4,8080.09%320,160CommonSOLE
036752103ELVELEVANCE HEALTH INC$4,7280.09%10,858CommonSOLE
G54950103LINLINDE PLC$4,6670.09%12,532CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$4,5940.09%61,074CommonSOLE
92204A884VOXVANGUARD WORLD FDS$4,5450.08%43,213CommonSOLE
370334104GISGENERAL MLS INC$4,5310.08%70,812CommonSOLE
487836108KKELLANOVA$4,4870.08%75,392CommonSOLE
780259305SHELSHELL PLC$4,4510.08%69,141CommonSOLE
427866108HSYHERSHEY CO$4,4430.08%22,205CommonSOLE
88160R101TSLATESLA INC$4,4120.08%17,636CommonSOLE
79466L302CRMSALESFORCE INC$4,1930.08%20,676CommonSOLE
02209S103MOALTRIA GROUP INC$4,1860.08%99,580CommonSOLE
74340W103PLDPROLOGIS INC.$4,1800.08%37,259CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$4,0890.08%73,058CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$4,0310.07%45,675CommonSOLE
922475108VEEVVEEVA SYS INC$3,9880.07%19,602CommonSOLE
020002101ALLALLSTATE CORP$3,9820.07%35,736CommonSOLE
345370860FFORD MTR CO DEL$3,9770.07%320,176CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$3,9560.07%78,177CommonSOLE
464288281EMBISHARES TR$3,9280.07%47,592CommonSOLE
95040Q104WELLWELLTOWER INC$3,9110.07%47,736CommonSOLE
16411R208LNGCHENIERE ENERGY INC$3,8740.07%23,340CommonSOLE
46284V101IRMIRON MTN INC DEL$3,8170.07%64,203CommonSOLE
25746U109DDOMINION ENERGY INC$3,7860.07%84,786CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$3,7570.07%72,428CommonSOLE
464287473IWSISHARES TR$3,6950.07%35,417CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$3,6870.07%51,849CommonSOLE
579780206MKCMCCORMICK & CO INC$3,6640.07%48,430CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$3,6270.07%12,407CommonSOLE
58155Q103MCKMCKESSON CORP$3,5940.07%8,267CommonNONE
464288828IHFISHARES TR$3,5860.07%14,571CommonSOLE
464288414MUBISHARES TR$3,5130.07%34,245CommonSOLE
92189F726BBHVANECK ETF TRUST$3,5050.06%22,504CommonSOLE
001055102AFLAFLAC INC$3,4520.06%44,974CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3,4500.06%28,502CommonSOLE
093712107BEBLOOM ENERGY CORP$3,4280.06%258,505CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$3,4160.06%127,471CommonSOLE
099724106BWABORGWARNER INC$3,3740.06%83,555CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$3,3630.06%31,140CommonSOLE
311900104FASTFASTENAL CO$3,3410.06%61,147CommonSOLE
756109104OREALTY INCOME CORP$3,3060.06%66,185CommonSOLE
337932107FEFIRSTENERGY CORP$3,2940.06%96,402CommonSOLE
949746101WMT2WELLS FARGO CO NEW$3,2070.06%78,440CommonSOLE
969457100WMBWILLIAMS COS INC$3,1780.06%94,347CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$3,1250.06%19,136CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$3,1050.06%122,541CommonSOLE
501044101KRKROGER CO$3,0220.06%67,520CommonSOLE
464287226AGGISHARES TR$2,9680.05%31,561CommonSOLE
682680103OKEONEOK INC NEW$2,9200.05%46,034CommonSOLE
172967424CCITIGROUP INC$2,8550.05%69,438CommonSOLE
464287499IWRISHARES TR$2,8360.05%40,945CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$2,8230.05%67,950CommonSOLE
493267108KEYKEYCORP$2,8230.05%262,484CommonSOLE
66987V109NVSNOVARTIS AG$2,8090.05%27,579CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$2,8070.05%58,999CommonSOLE
G29183103ETNEATON CORP PLC$2,7900.05%13,084CommonSOLE
464288836IHEISHARES TR$2,7620.05%15,608CommonSOLE
G3156P103ASAASA GOLD AND PRECIOUS MTLS L$2,7470.05%206,066CommonNONE
297178105ESSESSEX PPTY TR INC$2,7260.05%12,852CommonSOLE
040413106ANETEURARISTA NETWORKS INC$2,7010.05%14,683CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$2,6780.05%20,817CommonSOLE
464287622IWBISHARES TR$2,6770.05%11,397CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$2,6470.05%83,200CommonSOLE
464287721IYWISHARES TR$2,6390.05%25,148CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$2,6250.05%52,025CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2,6130.05%21,620CommonSOLE
464287168DVYISHARES TR$2,5970.05%24,128CommonSOLE
904767704UNILEVER PLC$2,5760.05%52,142CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$2,5760.05%25,742CommonSOLE
89151E109TTENTOTALENERGIES SE$2,5710.05%39,089CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$2,5540.05%34,329CommonSOLE
518439104ELLAUDER ESTEE COS INC$2,5440.05%17,592CommonSOLE
464287879IJSISHARES TR$2,5190.05%28,237CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$2,5150.05%43,655CommonSOLE
78468R622JNKSPDR SER TR$2,4970.05%27,626CommonSOLE
055622104BPBP PLC$2,4900.05%64,262CommonSOLE
918204108VFCV F CORP$2,4300.04%137,472CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$2,4070.04%87,929CommonSOLE
031100100AMEAMETEK INC$2,3700.04%16,042CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2,3420.04%21,283CommonSOLE
842587107SOSOUTHERN CO$2,2930.04%35,439CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$2,2910.04%18,845CommonSOLE
911363109URIUNITED RENTALS INC$2,2680.04%5,101CommonNONE
30190A104FGF&G ANNUITIES & LIFE INC$2,2560.04%80,404CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$2,2520.04%4,874CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2,2430.04%15,829CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$2,2080.04%36,437CommonNONE
046353108AZNNASTRAZENECA PLC$2,2050.04%32,570CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2,1700.04%24,999CommonSOLE
500754106KHCKRAFT HEINZ CO$2,1660.04%64,367CommonNONE
969904101WSMWILLIAMS SONOMA INC$2,1440.04%13,802CommonNONE
72201R783HYSPIMCO ETF TR$2,1370.04%23,666CommonSOLE
209115104EDCONSOLIDATED EDISON INC$2,1350.04%24,970CommonSOLE
902494103TSNTYSON FOODS INC$2,1250.04%42,078CommonNONE
69331C108PCGPG&E CORP$2,1130.04%131,044CommonNONE
85254J102STAGSTAG INDL INC$2,1100.04%61,164CommonSOLE
464287598IWDISHARES TR$2,0920.04%13,779CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$2,0910.04%50,488CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$2,0840.04%87,468CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$2,0790.04%63,736CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$2,0450.04%22,564CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$2,0390.04%10,043CommonSOLE
64110L106NFLXNETFLIX INC$2,0320.04%5,383CommonSOLE
40434L105HPQHP INC$2,0280.04%78,882CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$1,9670.04%39,990CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1,9250.04%2,339CommonSOLE
00130H105AESAES CORP$1,8920.04%124,466CommonNONE
366651107ITGARTNER INC$1,8910.03%5,504CommonSOLE
34965K107FTREFORTREA HLDGS INC$1,8870.03%65,988CommonSOLE
56585A102MPCMARATHON PETE CORP$1,8650.03%12,325CommonSOLE
464288158SUBISHARES TR$1,8610.03%18,100CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$1,7650.03%7,462CommonSOLE
088606108BHPBHP GROUP LTD$1,7100.03%30,057CommonNONE
808524706SCHESCHWAB STRATEGIC TR$1,7060.03%71,235CommonSOLE
670100205NVONOVO-NORDISK A S$1,7060.03%18,751CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1,6990.03%17,918CommonSOLE
87612E106TGTTARGET CORP$1,6900.03%15,286CommonSOLE
922908744VTVVANGUARD INDEX FDS$1,6770.03%12,162CommonSOLE
23331A109DHID R HORTON INC$1,6770.03%15,612CommonSOLE
464287887IJTISHARES TR$1,6580.03%15,116CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1,6540.03%8,404CommonSOLE
00507V109AIYACTIVISION BLIZZARD INC$1,6540.03%17,659CommonSOLE
922908637VVVANGUARD INDEX FDS$1,6530.03%8,446CommonSOLE
866674104SUISUN CMNTYS INC$1,6420.03%13,871CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1,6410.03%23,197CommonSOLE
375558103GILDGILEAD SCIENCES INC$1,6410.03%21,899CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$1,6320.03%55,515CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$1,6310.03%25,646CommonNONE
219350105GLWCORNING INC$1,5930.03%52,287CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1,5810.03%23,972CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1,5670.03%90,137CommonNONE
92204A306VDEVANGUARD WORLD FDS$1,5540.03%12,267CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$1,5460.03%20,354CommonSOLE
464287234EEMISHARES TR$1,5310.03%40,341CommonSOLE
922908769VTIVANGUARD INDEX FDS$1,5310.03%7,209CommonSOLE
785688102SBRSABINE RTY TR$1,5280.03%23,179CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1,5170.03%14,750CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1,5150.03%7,710CommonSOLE
25434V302DFAEDIMENSIONAL ETF TRUST$1,4870.03%65,870CommonSOLE
205887102CAGCONAGRA BRANDS INC$1,4400.03%52,510CommonSOLE
086516101BBYBEST BUY INC$1,4350.03%20,662CommonNONE
464287648IWOISHARES TR$1,4240.03%6,353CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$1,4110.03%26,616CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$1,4010.03%7,431CommonSOLE
442487401HOVHOVNANIAN ENTERPRISES INC$1,3990.03%13,762CommonSOLE
81762P102NOWSERVICENOW INC$1,3820.03%2,473CommonNONE
189054109CLXCLOROX CO DEL$1,3650.03%10,407CommonSOLE
406216101HALHALLIBURTON CO$1,3600.03%33,590CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$1,3480.02%17,870CommonNONE
22052L104CTVACORTEVA INC$1,3460.02%26,302CommonSOLE
26875P101EOGEOG RES INC$1,3220.02%10,421CommonSOLE
464287788IYFISHARES TR$1,3170.02%17,620CommonSOLE
277432100EMNEASTMAN CHEM CO$1,2640.02%16,466CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1,2530.02%29,363CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$1,2460.02%47,070CommonSOLE
78464A102XNTKSPDR SER TR$1,2410.02%9,086CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$1,2400.02%10,175CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$1,2380.02%5,015CommonSOLE
95766R104WIWWESTERN AST INFL LKD OPP & I$1,2350.02%150,087CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$1,2150.02%27,900CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1,2150.02%6,383CommonSOLE
92276F100VTRVENTAS INC$1,2060.02%28,629CommonNONE
26210C104DBXDROPBOX INC$1,2040.02%44,200CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1,2040.02%4,720CommonSOLE
30161N101EXCEXELON CORP$1,1840.02%31,334CommonNONE
512807108LRCXEURLAM RESEARCH CORP$1,1640.02%1,856CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1,1620.02%11,973CommonNONE
200340107CMACOMERICA INC$1,1570.02%27,870CommonSOLE
922908736VUGVANGUARD INDEX FDS$1,1550.02%4,244CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1,1390.02%10,440CommonNONE
02390A101AMXAMERICA MOVIL SAB DE CV$1,1360.02%65,613CommonNONE
25243Q205DEODIAGEO PLC$1,1310.02%7,577CommonNONE
48020Q107JLLJONES LANG LASALLE INC$1,1250.02%7,972CommonNONE
718546104PSXPHILLIPS 66$1,1150.02%9,283CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$1,1050.02%9,116CommonSOLE
46435U853USHYISHARES TR$1,0840.02%31,215CommonSOLE
693506107PPGPPG INDS INC$1,0730.02%8,269CommonSOLE
767204100RIORIO TINTO PLC$1,0730.02%16,863CommonNONE
464287689IWVISHARES TR$1,0370.02%4,229CommonSOLE
903002103UMHUMH PPTYS INC$1,0230.02%72,951CommonSOLE
67077M108NTRNUTRIEN LTD$1,0090.02%16,341CommonNONE
595112103MUMICRON TECHNOLOGY INC$1,0030.02%14,747CommonSOLE
053332102AZOAUTOZONE INC$9980.02%393CommonSOLE
G5960L103MDTMEDTRONIC PLC$9880.02%12,603CommonSOLE
46434V647REETISHARES TR$9840.02%46,465CommonSOLE
067901108ABXBARRICK GOLD CORP$9790.02%67,267CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$9790.02%9,929CommonSOLE
G3223R108EGEVEREST GROUP LTD$9730.02%2,619CommonNONE
G39387108GFSGLOBALFOUNDRIES INC$9720.02%16,700CommonSOLE
053807103AVTAVNET INC$9430.02%19,563CommonNONE
78464A870XBISPDR SER TR$9320.02%12,765CommonSOLE
704326107PAYXPAYCHEX INC$9290.02%8,058CommonSOLE
56501R106MFCMANULIFE FINL CORP$9270.02%50,680CommonNONE
816300107SIGISELECTIVE INS GROUP INC$9130.02%8,850CommonSOLE
80105N105SNYSANOFI$9060.02%16,883CommonNONE
92189F676SMHVANECK ETF TRUST$9030.02%6,225CommonSOLE
91912E105VALEVALE S A$8990.02%67,056CommonNONE
37045V100GMGENERAL MTRS CO$8970.02%27,188CommonNONE
37733W204GSKGSK PLC$8920.02%24,614CommonSOLE
281020107EIXEDISON INTL$8820.02%13,944CommonNONE
052769106ADSKAUTODESK INC$8750.02%4,226CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$8680.02%17,739CommonNONE
963320106WHRWHIRLPOOL CORP$8640.02%6,463CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$8630.02%15,617CommonNONE
Y2573F102FLEXFLEX LTD$8570.02%31,759CommonNONE
05722G100BKRBAKER HUGHES COMPANY$8530.02%24,165CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$8390.02%5,643CommonSOLE
69370C100PTCPTC INC$8250.02%5,829CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$8130.02%22,109CommonNONE
832696405SJMSMUCKER J M CO$7930.01%6,451CommonSOLE
69351T106PPLPPL CORP$7930.01%33,647CommonSOLE
46432F339QUALISHARES TR$7840.01%5,945CommonSOLE
071813109BAXBAXTER INTL INC$7790.01%20,648CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$7740.01%16,189CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$7650.01%11,787CommonNONE
09062X103BIIBBIOGEN INC$7590.01%2,956CommonSOLE
646025106NJRNEW JERSEY RES CORP$7550.01%18,597CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$7550.01%16,218CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$7400.01%68,119CommonSOLE
423452101HPHELMERICH & PAYNE INC$7180.01%17,048CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$7100.01%6,500CommonNONE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$7080.01%15,558CommonSOLE
760759100RSGREPUBLIC SVCS INC$7040.01%4,946CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$7040.01%33,816CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$6790.01%29,150CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$6740.01%7,771CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$6600.01%2,817CommonNONE
21871N101CXWCORECIVIC INC$6550.01%58,217CommonNONE
34959J108FTVFORTIVE CORP$6380.01%8,611CommonSOLE
260003108DOVDOVER CORP$6370.01%4,569CommonSOLE
464287515IGVISHARES TR$6360.01%1,864CommonSOLE
456788108INFYINFOSYS LTD$6360.01%37,154CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$6360.01%9,346CommonNONE
958102105WDCWESTERN DIGITAL CORP.$6300.01%13,807CommonNONE
464287184FXIISHARES TR$6260.01%23,585CommonNONE
78468R101SPTSSPDR SER TR$6230.01%21,665CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$6190.01%338CommonSOLE
384802104GWWGRAINGER W W INC$6160.01%891CommonNONE
03073E105CORCENCORA INC$6160.01%3,422CommonNONE
808524672SCHYSCHWAB STRATEGIC TR$6120.01%26,600CommonSOLE
05329W102ANAUTONATION INC$6060.01%4,004CommonNONE
012653101ALBALBEMARLE CORP$5970.01%3,512CommonNONE
94987D101ERCALLSPRING MULTI SECTOR INCOM$5920.01%65,056CommonNONE
464287549IGMISHARES TR$5920.01%1,550CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$5860.01%9,098CommonSOLE
883203101TXTTEXTRON INC$5860.01%7,500CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$5810.01%10,000CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$5760.01%56,508CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$5680.01%6,172CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$5670.01%5,052CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$5670.01%43,937CommonSHARED
875465106SKTTANGER FACTORY OUTLET CTRS I$5590.01%24,739CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$5580.01%8,378CommonNONE
464287242LQDISHARES TR$5560.01%5,441CommonSOLE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$5520.01%6,801CommonSOLE
009066101ABNBAIRBNB INC$5520.01%4,021CommonNONE
409735206BTOHANCOCK JOHN FINL OPPTYS FD$5510.01%20,992CommonNONE
592835102MXFMEXICO FD INC$5460.01%33,176CommonNONE
78464A656SPIPSPDR SER TR$5450.01%21,951CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$5390.01%7,750CommonNONE
92939U106WECWEC ENERGY GROUP INC$5380.01%6,686CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$5370.01%6,180CommonNONE
46137V886PSLINVESCO EXCHANGE TRADED FD T$5340.01%6,394CommonSOLE
74460D109PSAPUBLIC STORAGE$5320.01%2,019CommonSOLE
03743Q108APAAPA CORPORATION$5290.01%12,876CommonNONE
778296103ROSTROSS STORES INC$5230.01%4,630CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$5190.01%3,307CommonSOLE
78468R408SJNKSPDR SER TR$5180.01%21,161CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$5180.01%1,695CommonSOLE
552727109MCRMFS CHARTER INCOME TR$5170.01%88,382CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$5090.01%9,565CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$5090.01%11,070CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$5060.01%8,600CommonSOLE
921910725VSGXVANGUARD WORLD FD$5040.01%10,000CommonSOLE
G0176J109ALLEALLEGION PLC$5000.01%4,796CommonSOLE
101121101BXPBOSTON PROPERTIES INC$5000.01%8,410CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$4920.01%16,080CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$4920.01%51,942CommonNONE
464288240ACWXISHARES TR$4890.01%10,396CommonSOLE
09254X101MUJBLACKROCK MUNIHLDGS NJ QLTY$4890.01%48,337CommonSOLE
751212101RLRALPH LAUREN CORP$4880.01%4,202CommonNONE
110448107BTIBRITISH AMERN TOB PLC$4780.01%15,214CommonNONE
803054204SAPSAP SE$4770.01%3,689CommonNONE
42809H107HESHESS CORP$4730.01%3,097CommonNONE
29364G103ETRENTERGY CORP NEW$4720.01%5,103CommonSOLE
983134107WYNNWYNN RESORTS LTD$4610.01%4,991CommonNONE
100557107SAMBOSTON BEER INC$4580.01%1,175CommonNONE
12504G100IGRCBRE GBL REAL ESTATE INC FD$4570.01%101,550CommonNONE
98138H101WDAYWORKDAY INC$4540.01%2,111CommonNONE
457187102INGRINGREDION INC$4510.01%4,579CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4490.01%28,057CommonSOLE
651639106NEMNEWMONT CORP$4490.01%12,158CommonNONE
25820R105DMLPDORCHESTER MINERALS LP$4480.01%15,422CommonSOLE
92204A405VFHVANGUARD WORLD FDS$4470.01%5,571CommonSOLE
87901J105TGNATEGNA INC$4460.01%30,591CommonNONE
464287697IDUISHARES TR$4410.01%5,990CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TR$4380.01%8,700CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$4360.01%19,641CommonNONE

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.