MondegarAI
HORIZON KINETICS ASSET MANAGEMENT LLC

Q4 2024 · 13F-HR

HORIZON KINETICS ASSET MANAGEMENT LLCholdings as filed

Filed 2025-02-10 · accession 0001056823-25-000001

$8.03B
Reported value
349
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88262P102TPLTEXAS PACIFIC LAND CORP$3.99B49.7%3,606,579CommonSOLE
389637109GBTCGRAYSCALE BITCOIN$1.12B14.0%15,168,163CommonSOLE
514952100LBLANDBRIDGE COMPANY LLC$348.8M4.34%5,399,275CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$164.9M2.05%2,931,246CommonSOLE
127190304CACICACI INTL INC$145.3M1.81%359,495CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$128.3M1.60%3,064,302CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$119.9M1.49%804,581CommonSOLE
351858105FNVFRANCO NEVADA CORP$116.2M1.45%988,033CommonSOLE
16411R208LNGCHENIERE ENERGY INC$105.1M1.31%489,305CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$81.0M1.01%414,474CommonSOLE
590672101MSBMESABI TR$79.9M0.99%2,843,010CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$78.0M0.97%1,589,404CommonSOLE
11271J107BNBROOKFIELD CORP$70.0M0.87%1,218,597CommonSOLE
17878Y207CVEOCIVEO CORP$69.6M0.87%3,064,019CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$50.6M0.63%4,483,340CommonSOLE
05329W102ANAUTONATION INC$47.9M0.60%282,198CommonSOLE
594972408MSTRMICROSTRATEGY INC$47.9M0.60%165,315CommonSOLE
46438F101IBITISHARES BITCOIN TRUST$45.8M0.57%864,272CommonSOLE
808625107SAICSCIENCE APPLICATNS INTL CO$45.5M0.57%406,695CommonSOLE
714236106PBTPERMIAN BASIN RTY TR$43.7M0.54%3,946,083CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT INC$42.7M0.53%329,735CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$35.3M0.44%458,597CommonSOLE
13321L108CCJCAMECO CORP$31.7M0.39%616,951CommonSOLE
045528106ACGPASSOCIATED CAP GROUP INC$31.4M0.39%917,630CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$30.7M0.38%144,628CommonSOLE
25820R105DMLPDORCHESTER MINERALS LP$30.3M0.38%908,646CommonSOLE
68827L101OREUROSISKO GOLD ROYALTIES LTD$30.0M0.37%1,659,922CommonSOLE
12572Q105CMECME GROUP INC$29.2M0.36%125,853CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$27.9M0.35%182,966CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$27.6M0.34%545,719CommonSOLE
143658300CCL1EURCARNIVAL CORP$27.0M0.34%1,084,131CommonSOLE
790148100JOETHE SAINT JOE CO$25.3M0.32%564,202CommonSOLE
H11356104BGBUNGE GLOBAL SA$24.8M0.31%319,121CommonSOLE
952845105WFGWEST FRASER TIMBER LTD$24.4M0.30%281,367CommonSOLE
419870100HEHAWAIIAN ELEC INDUSTRIES$23.2M0.29%2,379,498CommonSOLE
80013R206AYS1SANDSTORM GOLD LTD$21.1M0.26%3,788,672CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$19.8M0.25%43,600CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$19.6M0.24%10,089CommonSOLE
458334109IPARINTER PARFUMS INC$19.3M0.24%147,120CommonSOLE
82983N108SB9SITIO ROYALTIES CORP$16.5M0.21%862,426CommonSOLE
879080109TRCTEJON RANCH CO$13.5M0.17%851,294CommonSOLE
688239201OSKOSHKOSH CORP$13.3M0.17%140,119CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$13.2M0.16%57,153CommonSOLE
95058W100WENWENDYS COMPANY$12.8M0.16%782,621CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$12.7M0.16%234,360CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$12.5M0.16%215,098CommonSOLE
53656G555SPAQLISTED FD TR$12.3M0.15%125,435CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$11.0M0.14%59,840CommonSOLE
57636Q104MAMASTERCARD INC$10.2M0.13%19,291CommonSOLE
74935Q107RBARB GLOBAL INC$10.0M0.12%110,630CommonSOLE
780287108RGLDROYAL GOLD INC$9.9M0.12%74,792CommonSOLE
969457100WMBWILLIAMS COS INC$9.4M0.12%172,890CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$9.2M0.11%99,173CommonSOLE
05759B305BKKTBAKKT HOLDINGS INC$9.1M0.11%367,927CommonSOLE
78409V104SPGIS&P GLOBAL INC$9.0M0.11%17,994CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$8.4M0.11%170,200CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$8.1M0.10%319,176CommonSOLE
852066208SIISPROTT INC$8.1M0.10%192,466CommonSOLE
631103108NDAQNASDAQ INC$8.0M0.10%103,246CommonSOLE
38963P109BCHGGRAYSCALE BITCOIN CASH$7.6M0.10%1,455,288CommonSOLE
26969P108EXPEAGLE MATERIALS$7.4M0.09%29,949CommonSOLE
785688102SBRSABINE ROYALTY TR$7.1M0.09%109,921CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$7.0M0.09%104,935CommonSOLE
798241105SJTSAN JUAN BASIN RTY TR$6.9M0.09%1,814,214CommonSOLE
55825T103MSGSMADISON SQUARE GARDEN SPRT COR$6.8M0.09%30,261CommonSOLE
38963W104LTCNGRAYSCALE LITECOIN TRUST$6.6M0.08%516,894CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$6.5M0.08%87,086CommonSOLE
29273V100ETENERGY TRANSFER EQUITY L P$6.1M0.08%311,724CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.9M0.07%54,429CommonSOLE
04041L106ARISUSDARIS WATER SOLUTIONS INC$5.5M0.07%229,308CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$5.4M0.07%141,597CommonSOLE
594918104MSFTMICROSOFT$5.4M0.07%12,773CommonSOLE
09260D107BXBLACKSTONE INC$5.2M0.06%30,200CommonSOLE
00287Y109ABBVABBVIE INC$4.6M0.06%26,048CommonSOLE
718172109PMPHILIP MORRIS INTL INC$4.6M0.06%38,294CommonSOLE
87265H109T86TRI POINTE HOMES INC$4.5M0.06%124,012CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$4.5M0.06%224,849CommonSOLE
G5S37H101MRXMAREX GROUP PLC$4.4M0.05%141,374CommonSOLE
G17977110BURBURFORD CAP LTD$4.4M0.05%342,950CommonSOLE
570535104MKLMARKEL GROUP INC$4.3M0.05%2,505CommonSOLE
Y1771G102CMRECOSTAMARE INC$4.1M0.05%321,600CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$4.1M0.05%130,752CommonSOLE
09225M101BSMBLACK STONE MINERALS LP$4.0M0.05%275,638CommonSOLE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$3.9M0.05%343,633CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$3.8M0.05%44,818CommonSOLE
53656F623INFLLISTED FD TR$3.6M0.05%95,267CommonSOLE
502431109LHXL3 HARRIS TECHNOLOGIES INC$3.5M0.04%16,455CommonSOLE
46284V101IRMIRON MTN INC DEL$3.5M0.04%32,900CommonSOLE
110122108BMYBRISTOL MYERS SQUIBBCO$3.4M0.04%60,476CommonSOLE
53656G209BCDFLISTED FD TR$3.4M0.04%122,143CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$3.4M0.04%56,641CommonSOLE
58933Y105MRKMERCK & COMPANY$3.3M0.04%33,574CommonSOLE
02209S103MOALTRIA GROUP INC$3.3M0.04%63,197CommonSOLE
532457108LLYELI LILLY AND COMPANY$3.3M0.04%4,257CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$3.3M0.04%58,066CommonSOLE
67066G104NVDANVIDIA CORP$3.2M0.04%24,160CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$3.1M0.04%60,395CommonSOLE
482480100KLACKLA-TENCOR CORP$3.0M0.04%4,824CommonSOLE
67077M108NTRNUTRIEN LTD$3.0M0.04%67,026CommonSOLE
00162Q452AMLPALPS ETF TR ALERIAN MLP$2.9M0.04%61,057CommonSOLE
291011104EMREMERSON ELEC CO$2.9M0.04%23,662CommonSOLE
149123101CATCATERPILLAR INC$2.9M0.04%7,943CommonSOLE
703481101PTENPATTERSON UTI ENERGY INC$2.9M0.04%347,542CommonSOLE
166764100CVXCHEVRON CORP$2.8M0.04%19,646CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$2.8M0.04%103,636CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.8M0.04%19,602CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$2.8M0.03%77,944CommonSOLE
717081103PFEPFIZER INC$2.7M0.03%100,703CommonSOLE
01881G106ABALLIANCE BERNSTEIN HLDG L P$2.6M0.03%71,287CommonSOLE
33817P306FITLIFE BRANDS INC$2.5M0.03%77,228CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$2.5M0.03%61,408CommonSOLE
922908652VXFVANGUARD INDEX FDS$2.5M0.03%12,911CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SVC$2.5M0.03%30,340CommonSOLE
75513E101RTXRTX CORPORATION$2.4M0.03%20,618CommonSOLE
12618T105CRAICRA INTL INC$2.3M0.03%12,528CommonSOLE
060505104BACBANK AMER CORP$2.2M0.03%49,225CommonSOLE
97717P104WTWISDOMTREE INC$2.1M0.03%204,338CommonSOLE
438516106HONHONEYWELL INTL INC$2.1M0.03%9,481CommonSOLE
48238T109OPLNOPENLANE INC$2.1M0.03%106,857CommonSOLE
63900P608NRPNATURAL RESOURCE PARTNERS L$2.0M0.03%18,395CommonSOLE
037833100AAPLAPPLE INC$2.0M0.02%8,008CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$2.0M0.02%52,145CommonSOLE
835495102SONSONOCO PRODUCTS$1.9M0.02%39,530CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.9M0.02%7,000CommonSOLE
72201J104PFNPIMCO INCOME STRATEGY FUND II$1.9M0.02%257,327CommonSOLE
92936U109WPCW P CAREY INC$1.9M0.02%35,150CommonSOLE
126402106CSWCSW INDUSTRIALS INC$1.9M0.02%5,400CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.8M0.02%3,386CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$1.8M0.02%78,312CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$1.8M0.02%13,930CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.8M0.02%15,670CommonSOLE
75508B104RYAMRAYONIER ADVANCED MATLS INC$1.8M0.02%215,700CommonSOLE
558256103MSGEMADISON SQUARE GARDEN ENTMT$1.8M0.02%49,498CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.7M0.02%6,015CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$1.7M0.02%43,552CommonSOLE
G40705108GDLCGRAYSCALE DIGITAL LARGE CAP$1.7M0.02%41,029CommonSOLE
891160509TDTORONTO DOMINION BK ONT$1.6M0.02%30,950CommonSOLE
759720105RCGRENN FUND INC$1.6M0.02%725,897CommonSOLE
67066V101NADNUVEEN QUALITY MUNI INC FD$1.6M0.02%138,117CommonSOLE
72201Y101PDIPIMCO DYNAMIC INCOME FD$1.6M0.02%86,836CommonSOLE
879382208TELFYTELEFONICA S A$1.6M0.02%391,277CommonSOLE
812215200SEGSEAPORT ENTMT GROUP INC$1.5M0.02%55,020CommonSOLE
235851102DHRDANAHER CORP$1.5M0.02%6,678CommonSOLE
81211K100SDASEALED AIR CORP NEW$1.5M0.02%43,450CommonSOLE
754907103RYNRAYONIER INC$1.4M0.02%55,367CommonSOLE
01877R108ARLPALLIANCE RESOURCE PARTNERS L$1.4M0.02%54,761CommonSOLE
92826C839VVISA INC$1.4M0.02%4,539CommonSOLE
767204100RIORIO TINTO PLC$1.4M0.02%24,366CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$1.4M0.02%62,129CommonSOLE
670100205NVONOVO-NORDISK A S$1.4M0.02%15,716CommonSOLE
37733W204GSKGSK PLC$1.3M0.02%39,865CommonSOLE
780915104RMTROYCE MICRO-CAP TR INC$1.3M0.02%137,215CommonSOLE
531229722LLYVK*LIBERTY MEDIA CORP DEL$1.3M0.02%19,599CommonSOLE
78468R549XESSPDR SER TR$1.3M0.02%16,704CommonSOLE
088929104BGCBGC GROUP INC$1.3M0.02%145,486CommonSOLE
74347W130SVXYPROSHARES TR II$1.3M0.02%26,317CommonSOLE
67072T108JFRNUVEEN FLOATING RATE INCOME$1.3M0.02%143,818CommonSOLE
G17434104BNTBROOKFIELD WEALTH SOL LTD$1.3M0.02%22,047CommonSOLE
26875P101EOGEOG RES INC$1.3M0.02%10,218CommonSOLE
88579Y101MMM3M CO$1.2M0.02%9,575CommonSOLE
09253X102XMUIXBLACKROCK MUNI INCOME FD$1.2M0.02%101,802CommonSOLE
49435R102KRPKIMBELL RTY PARTNERS LP$1.2M0.02%75,908CommonSOLE
66987V109NVSNOVARTIS AG$1.2M0.02%12,547CommonSOLE
580135101MCDMCDONALDS CORP$1.2M0.01%4,046CommonSOLE
05964H105SANBANCO SANTANDER S.A.$1.1M0.01%250,177CommonSOLE
06748M196VXXBARCLAYS BANK PLC$1.1M0.01%9,900CALLSOLE
002824100ABTABBOTT LABS$1.1M0.01%10,041CommonSOLE
72201H108PFLPIMCO INCOME STRATEGY FUND$1.1M0.01%135,486CommonSOLE
047726104BATRAATLANTA BRAVES HLDGS INC$1.1M0.01%26,401CommonSOLE
369604301GEGENERAL ELECTRIC CO$1.1M0.01%6,446CommonSOLE
125896100CMSCMS ENERGY CORP$1.0M0.01%15,675CommonSOLE
314211103FHIFEDERATED HERMES INC$1.0M0.01%25,096CommonSOLE
G54950103LINLINDE PLC$1.0M0.01%2,460CommonSOLE
02079K107GOOGALPHABET INC$1.0M0.01%5,345CommonSOLE
09255X100XFRAXBLACKROCK FLOAT RATE OME STR$1.0M0.01%73,870CommonSOLE
032654105ADIANALOG DEVICES INC$1.0M0.01%4,756CommonSOLE
59124U605MTAMETALLA RTY & STREAMING LTD$1.0M0.01%401,541CommonSOLE
92189H607OIHVANECK ETF TRUST$1.0M0.01%3,691CommonSOLE
03837C106APYXAPYX MED CORP$971,7000.01%615,000CommonSOLE
92189F791GDXJVANECK ETF TRUST$957,2850.01%22,393CommonSOLE
19247L106RQICOHEN & STEERS QUALITY RLTY$952,6020.01%77,827CommonSOLE
37045V100GMGENERAL MTRS CO$950,4970.01%17,843CommonSOLE
031162100AMGNAMGEN INC$937,5220.01%3,597CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$926,8770.01%12,064CommonSOLE
02079K305GOOGLALPHABET INC$911,4800.01%4,815CommonSOLE
78463V107GLDSPDR GOLD TR$909,4400.01%3,756CommonSOLE
46625H100JPMJP MORGAN CHASE & CO$897,7140.01%3,745CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$896,2960.01%5,115CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$895,5560.01%28,171CommonSOLE
747525103QCOMQUALCOMM INC$879,0140.01%5,722CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$861,5380.01%1,470CommonSOLE
962166104WYWEYERHAEUSER CO$860,8310.01%30,580CommonSOLE
393657101GBXGREENBRIER COS INC$850,8100.01%13,950CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$844,8160.01%5,600CommonSOLE
046353108AZNNASTRAZENECA PLC$843,6360.01%12,876CommonSOLE
278642103EBAYEBAY INC$826,2270.01%13,337CommonSOLE
46428Q109SLVISHARES SILVER TR$808,0680.01%30,690CommonSOLE
055622104BPBP PLC$807,4020.01%27,314CommonSOLE
92189K105HODLVANECK BITCOIN ETF$806,5670.01%7,630CommonSOLE
459200101IBMI B M$802,3800.01%3,650CommonSOLE
48251W104KKRKKR & CO INC$792,5020.01%5,358CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$790,4700.01%3,368CommonSOLE
920253101VMIVALMONT INDS INC$789,6750.01%2,575CommonSOLE
526057104LENLENNAR CORP$784,1280.01%5,750CommonSOLE
56585A102MPCMARATHON PETE CORP$777,0150.01%5,570CommonSOLE
38963Q107ETCGGRAYSCALE ETHEREUM CLASSIC$765,1220.01%71,042CommonSOLE
670656107NRKNUVEEN NY AMT FREE QLTY MUN INC FD$747,7120.01%71,483CommonSOLE
651639106NEMNEWMONT CORP$745,9630.01%20,042CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS$733,1960.01%58,329CommonSOLE
500767678KRBNKRANESHARES TR$733,0330.01%25,010CommonSOLE
863667101SYKSTRYKER CORP$720,1000.01%2,000CommonSOLE
609207105MDLZMONDELEZ INTL INC$703,5000.01%11,778CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$683,1360.01%1,193CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$680,9200.01%1CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$677,6930.01%2,880CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$663,9150.01%10,500CommonSOLE
G01767105ALKSALKERMES PLC$662,4290.01%23,033CommonSOLE
254687106DISDISNEY WALT CO$635,2890.01%5,705CommonSOLE
892672106TWTRADEWEB MKTS INC$622,2630.01%4,753CommonSOLE
09254C107BLACKROCK MUNIHLDGS QUALITY FUND II INC$615,3000.01%61,530CommonSOLE
439913104HKHCHORIZON KINETICS HLDG CORP$582,0480.01%16,168CommonSOLE
25746U109DDOMINION ENERGY INC$578,9950.01%10,750CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$577,8250.01%7,478CommonSOLE
Y8162K204SBLKSTAR BULK CARRIERS CORP$577,6260.01%38,637CommonSOLE
260557103DOWDOW INC$556,6430.01%13,871CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$555,4940.01%1,957CommonSOLE
092508100BTZBLACKROCK CREDIT ALL INC TR$533,7010.01%51,023CommonSOLE
29250N105ENBENBRIDGE INC$531,7330.01%12,532CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$523,5630.01%735CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$521,5900.01%2,307CommonSOLE
55616P104MMACYS INC$516,3650.01%30,500CommonSOLE
09253T101XMVTXBLACKROCK MUNIVEST FD II INC$505,6190.01%47,926CommonSOLE
09254E103MYIBLACKROCK MUNIYIELD QLTY FD$495,1880.01%44,854CommonSOLE
36828A101GEVGE VERNOVA INC$488,7900.01%1,486CommonSOLE
09062X103BIIBBIOGEN INC$484,6030.01%3,169CommonSOLE
49177J102KVUEKENVUE INC$481,6990.01%22,562CommonSOLE
464288174WOODISHARES TR$480,5860.01%6,295CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$479,7720.01%5,881CommonSOLE
67070X101NZFNUVEEN MUNICIPAL CREDIT INC$477,0880.01%39,202CommonSOLE
09247D105XBKNXBLACKROCK INVT QUALITY MUN T$470,0510.01%42,157CommonSOLE
540424108LLOEWS CORP$469,4370.01%5,543CommonSOLE
505743104LADRLADDER CAP CORP$458,7900.01%41,000CommonSOLE
258623107DBLDOUBLELINE OPPORTUNISTIC CR$443,2690.01%28,598CommonSOLE
500754106KHCKRAFT HEINZ COMPANY$439,7980.01%14,321CommonSOLE
72200T103PIMCO NY MUNICIPAL INCOME FD$438,0430.01%58,956CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$436,1610.01%12,476CommonSOLE
67066X107NANNUVEEN NY QLTY INCOME FD$434,5570.01%38,119CommonSOLE
172967424CCITIGROUP INC$433,6730.01%6,161CommonSOLE
464285204IAUISHARES GOLD TR$430,2420.01%8,690CommonSOLE
64124P101NBHNEUBERGER BERMAN MUNI FD INC$429,8250.01%41,529CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$420,4440.01%10,682CommonSOLE
67074C103NBBNUVEEN TAXABLE MUNICIPAL INC FUND$392,6260.00%26,210CommonSOLE
922908769VTIVANGUARD INDEX FDS$391,8230.00%1,352CommonSOLE
09254G108XMQTXBLACKROCK MUNIYIELD QUALITY$390,2490.00%39,579CommonSOLE
258278100DORMDORMAN PRODUCTS INC$388,6500.00%3,000CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$388,3130.00%7,859CommonSOLE
31423P108FMNFEDERATED HERMES PREM MUN INC FD$382,7230.00%35,080CommonSOLE
19247A100CNSCOHEN & STEERS INC$379,1470.00%4,106CommonSOLE
92189F106GDXVANECK ETF TRUST$377,3120.00%11,127CommonSOLE
191216100KOCOCA COLA CO$365,4660.00%5,870CommonSOLE
624580106MOVMOVADO GROUP INC$359,3760.00%18,261CommonSOLE
27828Q105XEFRXEATON VANCE SR FLTNG RTE TR$355,8530.00%27,801CommonSOLE
713448108PEPPEPSICO INC$351,7150.00%2,313CommonSOLE
029899101AWRAMERICAN STS WTR CO$347,2530.00%4,468CommonSOLE
64110L106NFLXNETFLIX INC$344,0500.00%386CommonSOLE
30303M102METAMETA PLATFORMS INC$341,2320.00%583CommonSOLE
20030N101CMCSACOMCAST CORP$340,2470.00%9,066CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$337,7040.00%1,494CommonSOLE
25461A577JDSTGBPDIREXION SHS ETF TR$335,5000.00%6,100CALLSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$334,7470.00%16,621CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$328,0480.00%1,774CommonSOLE
67071L106NVGNUVEEN AMT FREE MUN CR INC F$325,5770.00%26,556CommonSOLE
G29183103ETNEATOM CORP PLC$323,5730.00%975CommonSOLE
001055102AFLAFLAC INC$310,3200.00%3,000CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$310,1030.00%4,659CommonSOLE
69323T101PCMPCM FUND INC$309,9400.00%40,252CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$305,6550.00%9,633CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$299,6390.00%2,690CommonSOLE
74347Y730VIXYPROSHARES TR II$296,8000.00%5,600CALLSOLE
03027X100AMTAMERICAN TOWER REIT$293,4560.00%1,600CommonSOLE
74762E102QUREQUANTA SVCS INC$284,4450.00%900CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$282,0030.00%3,102CommonSOLE
247361702DALDELTA AIR LINES INC DEL$278,3000.00%4,600CommonSOLE
372460105GPCGENUINE PARTS CO$275,5540.00%2,360CommonSOLE
53656G514NVIRLISTED FD TR$264,5260.00%8,811CommonSOLE
459506101IFFINTL FLAVORS & FRAGRANCES$257,8780.00%3,050CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$256,5090.00%3,281CommonSOLE
25461A478DUSTUSDDIREXION SHS ETF TR$255,5000.00%3,500CALLSOLE
091941104BGTBLACKROCK FLOATING RATE INCOME$254,3450.00%19,778CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$253,5580.00%3,247CommonSOLE
023135106AMZNAMAZON COM INC$246,5940.00%1,124CommonSOLE
67079K100SMRNUSCALE PWR CORP$242,9520.00%13,550CommonSOLE
07373V105BEAMBEAM THERAPEUTICS INC$238,0060.00%9,597CommonSOLE
00206R102TAT&T INC$236,8080.00%10,400CommonSOLE
112830104RABROOKFIELD REAL ASSETS INCOME FUND$234,6180.00%17,614CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$234,1840.00%800CommonSOLE
097023105BABOEING CO$233,6400.00%1,320CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$233,0620.00%5,828CommonSOLE
27827X101EIMEATON VANCE MUN BD FD$232,3850.00%22,431CommonSOLE
27827Y109XENWXEATON VANCE NY MUN BD$232,1320.00%24,358CommonSOLE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$224,3090.00%28,538CommonSOLE
983134107WYNNWYNN RESORTS LTD$221,3450.00%2,569CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$219,3090.00%2,203CommonSOLE
46133G107IQIINVESCO QUALITY MUNI INC$218,0540.00%22,115CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$215,8070.00%1,734CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$212,4800.00%4,000CommonSOLE
025816109AXPAMERICAN EXPRESS CO$207,7530.00%700CommonSOLE
65339F101NEENEXTERA ENERGY INC$205,0330.00%2,860CommonSOLE
088786108BCYCBICYCLE THERAPEUTICS PLC$201,5440.00%14,396CommonSOLE
27826S103EVFEATON VANCE SR INCOME TR$197,2780.00%32,130CommonSOLE
89679M104TFPMTRIPLE FLAG PRECIOUS METAL$195,3990.00%12,992CommonSOLE
09253N104MHDBLACKROCK MUNIHOLDINGS FD$194,3410.00%16,653CommonSOLE
72200W106PMLPIMCO MUN INCOME FD II$188,6990.00%23,325CommonSOLE
67061T101NIMNUVEEN SELECT MAT MUN FD SH BEN INT$187,2650.00%21,500CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TR$187,2580.00%6,683CommonSOLE
670682103NMZNUVEEN MUN HIGH INC OPP FD$187,2510.00%17,322CommonSOLE
09248L106XBNYXBLACKROCK N Y MUN INCOME TRU$185,8350.00%18,237CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$182,3670.00%23,870CommonSOLE
76029N106REPLREPLIMUNE GROUP INC$174,3360.00%14,396CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$167,8570.00%14,396CommonSOLE
278279104EFTEATON VANCE FLTING RATE INC$153,9600.00%12,000CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRSTR$153,6410.00%12,088CommonSOLE
27828H105XEVVXEATON VANCE LTD DURATION INC$153,0760.00%15,668CommonSOLE
09249N101BLEBLACKROCK MUNI INCOME TR II$151,6170.00%14,426CommonSOLE
405552100HLNHALEON PLC$134,3420.00%14,082CommonSOLE
59318D104CXEMFS HIGH INCOME MUN TR$130,3240.00%35,414CommonSOLE
921659108VNDAVANDA PHARMACEUTICALS INC$124,1180.00%25,912CommonSOLE
46132X101OIAINVESCO MUNI INCOME OPP TRST$117,4750.00%19,911CommonSOLE
46131T101VTNINVESCO TR INVT GRADE NEW YO$109,0350.00%10,414CommonSOLE
670928100NUVNUVEEN MUN VALUE FD INC$106,0860.00%12,350CommonSOLE
27826U108EVNEATON VANCE MUNI INCOME TRUS$101,2420.00%10,014CommonSOLE
27828A100XEVMXEATON VANCE CALIF MUN BD FDMUN BD FD$97,9260.00%10,679CommonSOLE
51654W101LTRNLANTERN PHARMA INC$91,8430.00%28,791CommonSOLE
38964G108ZCSHGRAYSCALE ZCASH$89,0790.00%15,492CommonSOLE
363225202GALTGALECTIN THERAPEUTICS INC$69,3270.00%53,742CommonSOLE
46131H107VVRINVESCO SR INCOME TR$59,9570.00%15,179CommonSOLE
72201E105PIMCO NEW YORK MUN INCOME FD$58,7130.00%10,355CommonSOLE
678026105OISOIL STATE INTERNATIONAL INC$57,1780.00%11,300CommonSOLE
30049H102EVLVEVOLV TECHNOLOGIES HLDNGS IN$53,3250.00%13,500CommonSOLE
901384107TSVT*2SEVENTY BIO INC$50,7880.00%17,275CommonSOLE
88162F105TTITETRA TECHNOLOGIES INC DEL$48,6880.00%13,600CommonSOLE
019770106ALLOALLOGENE THERAPEUTICS INC$40,8830.00%19,194CommonSOLE
28106W103EDITEDITAS MEDICINE INC$40,2840.00%31,720CommonSOLE
95766K109HIOWESTERN ASSET HIGH INCOME OPP$39,5830.00%10,072CommonSOLE
09173B1071B2BITFARMS LTD$27,2670.00%18,300CommonSOLE
69404D108PACBPACIFIC BIOSCIENCES CALIF IN$21,0760.00%11,517CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$20,9410.00%665CommonSOLE
38963U108GBATGRAYSCALE BASIC ATTENTION$14,6440.00%2,089CommonSOLE
38964P108MANAGRAYSCALE DECENTRALAND$8,2990.00%691CommonSOLE

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.