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Brookstone Capital Management

Q3 2024 · 13F-HR

Brookstone Capital Managementholdings as filed

Filed 2024-10-08 · accession 0001062993-24-017468

$6.78B
Reported value
1,002
Positions
2024-09-30
Period end
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Holdings as filed

First 500 of 1002

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$213.0M3.14%371,251CommonNONE
46090E103QQQINVESCO QQQ TR$184.5M2.72%377,922CommonNONE
922908736VUGVANGUARD INDEX FDS$151.5M2.23%394,568CommonNONE
464287226AGGISHARES TR$143.9M2.12%1,421,386CommonNONE
922908744VTVVANGUARD INDEX FDS$139.2M2.05%797,534CommonNONE
037833100AAPLAPPLE INC$135.9M2.00%583,413CommonNONE
09661T602BKAGBNY MELLON ETF TRUST$125.8M1.85%2,915,269CommonNONE
464287200IVVISHARES TR$115.9M1.71%200,858CommonNONE
67066G104NVDANVIDIA CORPORATION$112.8M1.66%928,490CommonNONE
92189F643MOATVANECK ETF TRUST$98.4M1.45%1,015,140CommonNONE
46429B697USMVISHARES TR$92.3M1.36%1,010,415CommonNONE
594918104MSFTMICROSOFT CORP$86.4M1.27%200,709CommonNONE
023135106AMZNAMAZON COM INC$85.4M1.26%458,437CommonNONE
66537J606BAMGNORTHERN LTS FD TR IV$84.9M1.25%2,553,732CommonNONE
66537J507BAMDNORTHERN LTS FD TR IV$80.4M1.18%2,436,801CommonNONE
26922A388DRSKETF SER SOLUTIONS$79.0M1.16%2,791,882CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$78.1M1.15%394,537CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$77.3M1.14%1,463,920CommonNONE
66537J705BAMVNORTHERN LTS FD TR IV$77.3M1.14%2,447,993CommonNONE
78464A854SPYMSPDR SER TR$61.4M0.91%909,890CommonNONE
66537J887BAMUNORTHERN LTS FD TR IV$60.5M0.89%2,389,774CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$57.8M0.85%979,003CommonNONE
74348A467NOBLPROSHARES TR$56.3M0.83%527,757CommonNONE
66537J804BAMBNORTHERN LTS FD TR IV$54.1M0.80%2,033,085CommonNONE
47103U845JAAAJANUS DETROIT STR TR$53.1M0.78%1,044,386CommonNONE
02079K305GOOGLALPHABET INC$51.8M0.76%312,310CommonNONE
464288588MBBISHARES TR$50.6M0.75%528,594CommonNONE
46434V860TFLOISHARES TR$50.0M0.74%987,365CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$45.0M0.66%627,650CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$44.9M0.66%754,765CommonNONE
922908363VOOVANGUARD INDEX FDS$42.7M0.63%80,885CommonNONE
45782C672UAUGINNOVATOR ETFS TRUST$40.7M0.60%1,162,422CommonNONE
88160R101TSLATESLA INC$37.9M0.56%144,834CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$37.4M0.55%1,013,420CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$37.0M0.55%206,681CommonNONE
78468R663BILSPDR SER TR$36.8M0.54%401,283CommonNONE
66537J879BAMANORTHERN LTS FD TR IV$36.3M0.54%1,189,406CommonNONE
26922B105MSTBETF SER SOLUTIONS$34.9M0.51%1,025,647CommonNONE
46434V613IUSBISHARES TR$34.8M0.51%738,028CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$34.7M0.51%1,159,685CommonNONE
78463V107GLDSPDR GOLD TR$34.2M0.50%140,692CommonNONE
66537J861BAMONORTHERN LTS FD TR IV$34.0M0.50%1,135,857CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$33.8M0.50%893,926CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$33.3M0.49%927,708CommonNONE
46138G888TBLLINVESCO EXCH TRADED FD TR II$33.2M0.49%314,375CommonNONE
66537J853BAMYNORTHERN LTS FD TR IV$32.5M0.48%1,218,932CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$31.5M0.46%1,524,540CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$31.3M0.46%1,585,905CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$31.3M0.46%1,598,076CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$31.0M0.46%766,632CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$30.8M0.45%800,666CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$30.8M0.45%1,500,306CommonNONE
37954Y475XYLDGLOBAL X FDS$29.9M0.44%720,709CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$29.6M0.44%632,770CommonNONE
26922B642JUCYETF SER SOLUTIONS$29.4M0.43%1,266,057CommonNONE
532457108LLYELI LILLY & CO$29.3M0.43%33,029CommonNONE
46432F339QUALISHARES TR$28.2M0.41%157,021CommonNONE
78464A409SPYGSPDR SER TR$28.0M0.41%337,855CommonNONE
30303M102METAMETA PLATFORMS INC$27.1M0.40%47,358CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$26.4M0.39%546,345CommonNONE
46138J841BSCOINVESCO EXCH TRD SLF IDX FD$25.4M0.37%1,202,934CommonNONE
464287432TLTISHARES TR$25.2M0.37%257,272CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$23.8M0.35%448,909CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$23.3M0.34%472,500CommonNONE
46432F834IXUSISHARES TR$22.8M0.34%313,852CommonNONE
46435G425ESGUISHARES TR$22.5M0.33%178,442CommonNONE
37954Y483QYLDGLOBAL X FDS$22.1M0.33%1,223,939CommonNONE
46429B689EFAVISHARES TR$22.0M0.32%286,573CommonNONE
931142103WMTWALMART INC$22.0M0.32%272,041CommonNONE
464287309IVWISHARES TR$21.9M0.32%228,446CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$21.7M0.32%356,225CommonNONE
025816109AXPAMERICAN EXPRESS CO$21.2M0.31%78,281CommonNONE
30231G102XOMEXXON MOBIL CORP$21.1M0.31%180,416CommonNONE
539830109LMTLOCKHEED MARTIN CORP$20.9M0.31%35,671CommonNONE
922908751VBVANGUARD INDEX FDS$20.8M0.31%87,796CommonNONE
72201R833MINTPIMCO ETF TR$20.8M0.31%206,283CommonNONE
45782C805UAPRINNOVATOR ETFS TRUST$20.7M0.31%685,962CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$20.2M0.30%43,877CommonNONE
46436E718SGOVISHARES TR$19.7M0.29%195,373CommonNONE
464287689IWVISHARES TR$19.6M0.29%59,937CommonNONE
45782C839UJULINNOVATOR ETFS TRUST$19.5M0.29%574,146CommonNONE
45782C730UJUNINNOVATOR ETFS TRUST$19.4M0.29%583,767CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$19.2M0.28%623,561CommonNONE
45782C649USEPINNOVATOR ETFS TRUST$19.2M0.28%552,971CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$19.0M0.28%67,762CommonNONE
464287150ITOTISHARES TR$19.0M0.28%150,895CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$18.8M0.28%89,300CommonNONE
78464A508SPYVSPDR SER TR$18.8M0.28%356,129CommonNONE
46429B747STIPISHARES TR$18.8M0.28%185,739CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$18.5M0.27%413,214CommonNONE
580135101MCDMCDONALDS CORP$18.4M0.27%60,529CommonNONE
45782C888BAPRINNOVATOR ETFS TRUST$17.5M0.26%402,595CommonNONE
00206R102TAT&T INC$17.4M0.26%793,140CommonNONE
00287Y109ABBVABBVIE INC$17.4M0.26%87,894CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$17.3M0.26%691,021CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$16.9M0.25%64,926CommonNONE
45782C664BSEPINNOVATOR ETFS TRUST$16.8M0.25%398,421CommonNONE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$16.8M0.25%439,400CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$16.8M0.25%373,419CommonNONE
45782C755BJUNINNOVATOR ETFS TRUST$16.7M0.25%409,159CommonNONE
45782C698BAUGINNOVATOR ETFS TRUST$16.6M0.25%388,724CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$16.6M0.24%100,897CommonNONE
45782C789BJULINNOVATOR ETFS TRUST$16.4M0.24%374,418CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$16.3M0.24%265,260CommonNONE
47103U852JMBSJANUS DETROIT STR TR$15.8M0.23%338,549CommonNONE
922907746VTEBVANGUARD MUN BD FDS$15.7M0.23%307,631CommonNONE
464289438IWYISHARES TR$15.5M0.23%70,655CommonNONE
79466L302CRMSALESFORCE INC$15.5M0.23%56,515CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$15.1M0.22%277,814CommonNONE
74347R107SSOPROSHARES TR$15.1M0.22%167,233CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$15.0M0.22%16,915CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$14.9M0.22%301,647CommonNONE
166764100CVXCHEVRON CORP NEW$14.9M0.22%101,109CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$14.8M0.22%703,362CommonNONE
88579Y101MMM3M CO$14.5M0.21%105,988CommonNONE
464287408IVEISHARES TR$14.4M0.21%72,941CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$14.2M0.21%24,289CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$13.7M0.20%119,227CommonNONE
487836108KKELLANOVA$13.5M0.20%167,392CommonNONE
81762P102NOWSERVICENOW INC$13.5M0.20%15,086CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$13.4M0.20%98,182CommonNONE
149123101CATCATERPILLAR INC$13.3M0.20%33,925CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$13.1M0.19%274,030CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$13.1M0.19%127,384CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$13.0M0.19%173,179CommonNONE
756109104OREALTY INCOME CORP$12.8M0.19%201,507CommonNONE
437076102HDHOME DEPOT INC$12.8M0.19%31,472CommonNONE
464285204IAUISHARES GOLD TR$12.6M0.19%252,595CommonNONE
26922B733MSTQETF SER SOLUTIONS$12.5M0.18%378,387CommonNONE
375558103GILDGILEAD SCIENCES INC$12.3M0.18%146,852CommonNONE
921937827BSVVANGUARD BD INDEX FDS$12.3M0.18%156,168CommonNONE
254687106DISDISNEY WALT CO$12.3M0.18%127,544CommonNONE
29364G103ETRENTERGY CORP NEW$12.2M0.18%92,456CommonNONE
92939U106WECWEC ENERGY GROUP INC$12.0M0.18%124,485CommonNONE
478160104JNJJOHNSON & JOHNSON$12.0M0.18%73,811CommonNONE
464287457SHYISHARES TR$11.9M0.18%142,909CommonNONE
49456B101KMIKINDER MORGAN INC DEL$11.9M0.17%537,378CommonNONE
922908769VTIVANGUARD INDEX FDS$11.9M0.17%41,915CommonNONE
260557103DOWDOW INC$11.8M0.17%215,680CommonNONE
494368103KMBKIMBERLY-CLARK CORP$11.7M0.17%82,021CommonNONE
460146103IPINTERNATIONAL PAPER CO$11.6M0.17%238,440CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$11.6M0.17%57,862CommonNONE
25746U109DDOMINION ENERGY INC$11.6M0.17%201,001CommonNONE
65473P105NINISOURCE INC$11.6M0.17%334,201CommonNONE
89832Q109TFCTRUIST FINL CORP$11.6M0.17%270,084CommonNONE
40434L105HPQHP INC$11.4M0.17%317,589CommonNONE
281020107EIXEDISON INTL$11.4M0.17%130,548CommonNONE
438516106HONHONEYWELL INTL INC$11.4M0.17%54,921CommonNONE
464288877EFVISHARES TR$11.2M0.17%195,145CommonNONE
22822V101CCICROWN CASTLE INC$11.1M0.16%93,957CommonNONE
464287721IYWISHARES TR$11.1M0.16%73,373CommonNONE
697435105PANWPALO ALTO NETWORKS INC$11.1M0.16%32,463CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$11.0M0.16%293,649CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$11.0M0.16%481,767CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$11.0M0.16%130,241CommonNONE
205887102CAGCONAGRA BRANDS INC$11.0M0.16%337,267CommonNONE
46284V101IRMIRON MTN INC DEL$10.9M0.16%91,795CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$10.8M0.16%261,634CommonNONE
742718109PGPROCTER AND GAMBLE CO$10.8M0.16%62,212CommonNONE
464288885EFGISHARES TR$10.6M0.16%98,638CommonNONE
464286533EEMVISHARES INC$10.6M0.16%168,397CommonNONE
92826C839VVISA INC$10.5M0.15%38,106CommonNONE
902973304USBUS BANCORP DEL$10.4M0.15%228,395CommonNONE
744320102PRUPRUDENTIAL FINL INC$10.4M0.15%86,222CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$10.4M0.15%216,133CommonNONE
345370860FFORD MTR CO$10.1M0.15%955,129CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$10.1M0.15%684,679CommonNONE
46436E874IBTEISHARES TR$10.0M0.15%418,447CommonNONE
302491303FMCFMC CORP$9.9M0.15%150,690CommonNONE
064058100BKBANK NEW YORK MELLON CORP$9.8M0.14%136,093CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$9.7M0.14%253,048CommonNONE
922908553VNQVANGUARD INDEX FDS$9.5M0.14%97,931CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$9.5M0.14%189,472CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$9.4M0.14%86,089CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$9.1M0.13%70,795CommonNONE
921937819BIVVANGUARD BD INDEX FDS$8.8M0.13%112,468CommonNONE
02079K107GOOGALPHABET INC$8.7M0.13%52,316CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$8.7M0.13%167,639CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$8.6M0.13%242,968CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$8.5M0.13%164,548CommonNONE
842587107SOSOUTHERN CO$8.5M0.13%94,392CommonNONE
58933Y105MRKMERCK & CO INC$8.4M0.12%73,790CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$8.4M0.12%99,745CommonNONE
20030N101CMCSACOMCAST CORP NEW$8.3M0.12%198,854CommonNONE
464288414MUBISHARES TR$8.2M0.12%75,915CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$8.2M0.12%162,393CommonNONE
00214Q104ARKKARK ETF TR$8.1M0.12%170,412CommonNONE
294429105EFXEQUIFAX INC$8.1M0.12%27,537CommonNONE
654106103NKENIKE INC$8.1M0.12%91,176CommonNONE
26614N102DDDUPONT DE NEMOURS INC$8.0M0.12%89,292CommonNONE
35473P801FLQLFRANKLIN TEMPLETON ETF TR$8.0M0.12%136,826CommonNONE
69374H568PSFFPACER FDS TR$7.9M0.12%275,162CommonNONE
45783Y731BSTPINNOVATOR ETFS TRUST$7.9M0.12%241,163CommonNONE
921937835BNDVANGUARD BD INDEX FDS$7.8M0.12%103,947CommonNONE
060505104BACBANK AMERICA CORP$7.8M0.11%196,447CommonNONE
37045V100GMGENERAL MTRS CO$7.7M0.11%172,336CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$7.5M0.11%190,676CommonNONE
092528504CLOABLACKROCK ETF TRUST II$7.5M0.11%143,924CommonNONE
12572Q105CMECME GROUP INC$7.4M0.11%33,730CommonNONE
74762E102QUREQUANTA SVCS INC$7.3M0.11%24,537CommonNONE
37954Y459RYLDGLOBAL X FDS$7.2M0.11%448,336CommonNONE
337738108FISVFISERV INC$7.2M0.11%40,306CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$7.2M0.11%85,553CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$7.1M0.10%14,439CommonNONE
464287630IWNISHARES TR$7.1M0.10%42,438CommonNONE
92189F676SMHVANECK ETF TRUST$7.1M0.10%28,793CommonNONE
369550108GDGENERAL DYNAMICS CORP$7.0M0.10%23,120CommonNONE
040413106ANETEURARISTA NETWORKS INC$7.0M0.10%18,113CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$6.8M0.10%187,382CommonNONE
72201R775BONDPIMCO ETF TR$6.7M0.10%71,286CommonNONE
11135F101AVGOBROADCOM INC$6.7M0.10%38,803CommonNONE
464288158SUBISHARES TR$6.7M0.10%62,648CommonNONE
464287440IEFISHARES TR$6.6M0.10%66,979CommonNONE
548661107LOWLOWES COS INC$6.5M0.10%24,013CommonNONE
65339F101NEENEXTERA ENERGY INC$6.5M0.10%76,813CommonNONE
464288661IEIISHARES TR$6.5M0.10%54,020CommonNONE
92204A702VGTVANGUARD WORLD FD$6.5M0.10%11,012CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$6.4M0.09%126,621CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$6.3M0.09%137,841CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$6.1M0.09%156,297CommonNONE
56585A102MPCMARATHON PETE CORP$6.1M0.09%37,214CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$6.0M0.09%57,498CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$6.0M0.09%73,863CommonNONE
191216100KOCOCA COLA CO$5.9M0.09%81,458CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$5.8M0.09%20,724CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$5.8M0.09%160,134CommonNONE
038222105AMATAPPLIED MATLS INC$5.8M0.08%28,527CommonNONE
02209S103MOALTRIA GROUP INC$5.8M0.08%112,740CommonNONE
031162100AMGNAMGEN INC$5.7M0.08%17,790CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$5.7M0.08%232,232CommonNONE
464287804IJRISHARES TR$5.7M0.08%48,426CommonNONE
94106L109WMWASTE MGMT INC DEL$5.7M0.08%27,252CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$5.7M0.08%25,048CommonNONE
46434G764EMXCISHARES INC$5.6M0.08%92,342CommonNONE
464287788IYFISHARES TR$5.6M0.08%53,499CommonNONE
464287580IYCISHARES TR$5.4M0.08%61,479CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$5.4M0.08%122,105CommonNONE
64110L106NFLXNETFLIX INC$5.3M0.08%7,486CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$5.3M0.08%30,346CommonNONE
464287697IDUISHARES TR$5.2M0.08%51,214CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$5.2M0.08%94,517CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$5.1M0.08%381,440CommonNONE
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46434V381XTISHARES TR$5.0M0.07%81,809CommonNONE
747525103QCOMQUALCOMM INC$5.0M0.07%29,148CommonNONE
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75513E101RTXRTX CORPORATION$4.9M0.07%40,706CommonNONE
464287614IWFISHARES TR$4.9M0.07%13,125CommonNONE
464289875AOMISHARES TR$4.9M0.07%108,578CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4.9M0.07%31,702CommonNONE
002824100ABTABBOTT LABS$4.9M0.07%42,762CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$4.9M0.07%58,625CommonNONE
68389X105ORCLORACLE CORP$4.8M0.07%28,458CommonNONE
907818108UNPUNION PAC CORP$4.7M0.07%19,239CommonNONE
921937793BLVVANGUARD BD INDEX FDS$4.6M0.07%61,665CommonNONE
713448108PEPPEPSICO INC$4.6M0.07%27,216CommonNONE
464287507IJHISHARES TR$4.6M0.07%74,189CommonNONE
46436E866ISHARES TR$4.5M0.07%194,136CommonNONE
78464A789KIESPDR SER TR$4.5M0.07%80,074CommonNONE
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92204A207VDCVANGUARD WORLD FD$4.5M0.07%20,645CommonNONE
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57636Q104MAMASTERCARD INCORPORATED$4.1M0.06%8,390CommonNONE
98149E303GLDMWORLD GOLD TR$4.1M0.06%78,918CommonNONE
00724F101ADBEADOBE INC$4.1M0.06%7,899CommonNONE
21036P108STZCONSTELLATION BRANDS INC$4.1M0.06%15,734CommonNONE
071813109BAXBAXTER INTL INC$4.0M0.06%106,301CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$4.0M0.06%386,110CommonNONE
45782C243TFJLINNOVATOR ETFS TRUST$4.0M0.06%189,045CommonNONE
26922A156ETF SER SOLUTIONS$4.0M0.06%180,047CommonNONE
126650100CVSCVS HEALTH CORP$3.9M0.06%62,589CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.9M0.06%14,157CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$3.9M0.06%94,785CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$3.9M0.06%43,561CommonNONE
00214Q203ARKQARK ETF TR$3.8M0.06%62,711CommonNONE
45782C532UDECINNOVATOR ETFS TRUST$3.8M0.06%108,465CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$3.7M0.05%100,284CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$3.7M0.05%55,454CommonNONE
921910816MGKVANGUARD WORLD FD$3.7M0.05%11,368CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.7M0.05%16,548CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$3.7M0.05%8,631CommonNONE
500754106KHCKRAFT HEINZ CO$3.7M0.05%103,967CommonNONE
882508104TXNTEXAS INSTRS INC$3.6M0.05%17,569CommonNONE
58155Q103MCKMCKESSON CORP$3.6M0.05%7,336CommonNONE
464289867AORISHARES TR$3.6M0.05%60,640CommonNONE
717081103PFEPFIZER INC$3.6M0.05%123,930CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$3.6M0.05%21,170CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$3.6M0.05%36,409CommonNONE
369604301GEGE AEROSPACE$3.6M0.05%18,927CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$3.5M0.05%42,734CommonNONE
075887109BDXBECTON DICKINSON & CO$3.5M0.05%14,620CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$3.5M0.05%17,545CommonNONE
512807108LRCXEURLAM RESEARCH CORP$3.5M0.05%4,271CommonNONE
29273V100ETENERGY TRANSFER L P$3.5M0.05%216,358CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$3.5M0.05%60,587CommonNONE
701094104PHPARKER-HANNIFIN CORP$3.3M0.05%5,294CommonNONE
00214Q401ARKWARK ETF TR$3.3M0.05%39,086CommonNONE
69374H881COWZPACER FDS TR$3.3M0.05%57,269CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$3.3M0.05%159,593CommonNONE
922908611VBRVANGUARD INDEX FDS$3.2M0.05%16,053CommonNONE
00326A104SGOLETFS GOLD TR$3.2M0.05%127,373CommonNONE
92204A504VHTVANGUARD WORLD FD$3.2M0.05%11,251CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$3.2M0.05%71,042CommonNONE
45782C474KJANINNOVATOR ETFS TRUST$3.2M0.05%85,294CommonNONE
718172109PMPHILIP MORRIS INTL INC$3.2M0.05%25,953CommonNONE
760759100RSGREPUBLIC SVCS INC$3.1M0.05%15,535CommonNONE
235851102DHRDANAHER CORPORATION$3.1M0.05%11,048CommonNONE
69344A107PULSPGIM ETF TR$3.1M0.04%61,287CommonNONE
921909768VXUSVANGUARD STAR FDS$3.0M0.04%46,986CommonNONE
46431W507NEARISHARES U S ETF TR$3.0M0.04%59,150CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$3.0M0.04%37,175CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$3.0M0.04%43,668CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$3.0M0.04%21,834CommonNONE
46434V878ICSHISHARES TR$3.0M0.04%58,254CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$2.9M0.04%8,533CommonNONE
253868103DLRDIGITAL RLTY TR INC$2.9M0.04%18,060CommonNONE
46435U853USHYISHARES TR$2.9M0.04%77,278CommonNONE
718546104PSXPHILLIPS 66$2.9M0.04%22,127CommonNONE
46432F842IEFAISHARES TR$2.9M0.04%37,237CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.9M0.04%10,674CommonNONE
855244109SBUXSTARBUCKS CORP$2.9M0.04%29,658CommonNONE
78464A367SPLBSPDR SER TR$2.9M0.04%119,567CommonNONE
G54950103LINLINDE PLC$2.9M0.04%6,042CommonNONE
23331A109DHID R HORTON INC$2.8M0.04%14,935CommonNONE
33740U828YSEPFIRST TR EXCHNG TRADED FD VI$2.8M0.04%124,822CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$2.8M0.04%46,432CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$2.8M0.04%30,817CommonNONE
922908629VOVANGUARD INDEX FDS$2.8M0.04%10,489CommonNONE
464286525ACWVISHARES INC$2.8M0.04%24,153CommonNONE
00214Q708ARKFARK ETF TR$2.7M0.04%90,868CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$2.7M0.04%14,145CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TR ETH$2.7M0.04%123,133CommonNONE
45783Y244JAJLINNOVATOR ETFS TRUST$2.7M0.04%100,883CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.7M0.04%46,639CommonNONE
45782C565UNOVINNOVATOR ETFS TRUST$2.6M0.04%78,165CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$2.6M0.04%31,044CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$2.6M0.04%9,902CommonNONE
14020U100CGCVCAPITAL GROUP CONSERVATIVE E$2.5M0.04%92,896CommonNONE
46428Q109SLVISHARES SILVER TR$2.5M0.04%89,117CommonNONE
209115104EDCONSOLIDATED EDISON INC$2.5M0.04%24,173CommonNONE
464289883AOKISHARES TR$2.5M0.04%64,538CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2.5M0.04%13,486CommonNONE
464287655IWMISHARES TR$2.5M0.04%11,200CommonNONE
45783Y541TJULINNOVATOR ETFS TRUST$2.5M0.04%90,105CommonNONE
46429B655FLOTISHARES TR$2.4M0.04%47,211CommonNONE
25754A201DPZDOMINOS PIZZA INC$2.4M0.04%5,571CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$2.4M0.04%27,136CommonNONE
87612E106TGTTARGET CORP$2.3M0.03%15,021CommonNONE
46435U218SUSLISHARES TR$2.3M0.03%22,467CommonNONE
78468R606SPHYSPDR SER TR$2.3M0.03%94,790CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.3M0.03%4,582CommonNONE
46429B267GOVTISHARES TR$2.3M0.03%96,304CommonNONE
78468R556XOPSPDR SER TR$2.3M0.03%17,148CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$2.3M0.03%61,768CommonNONE
032108664HACKAMPLIFY ETF TR$2.2M0.03%32,931CommonNONE
783859101STBAS & T BANCORP INC$2.2M0.03%52,720CommonNONE
38747R827NVDLGRANITESHARES ETF TR$2.2M0.03%37,858CommonNONE
464288679SHVISHARES TR$2.2M0.03%19,872CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$2.2M0.03%62,867CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$2.2M0.03%43,543CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$2.2M0.03%119,207CommonNONE
17275R102CSCOCISCO SYS INC$2.2M0.03%40,460CommonNONE
33740U612MARMFIRST TR EXCHNG TRADED FD VI$2.1M0.03%70,475CommonNONE
824348106SHWSHERWIN WILLIAMS CO$2.1M0.03%5,546CommonNONE
464289859AOAISHARES TR$2.1M0.03%26,439CommonNONE
244199105DEDEERE & CO$2.1M0.03%4,968CommonNONE
30161N101EXCEXELON CORP$2.1M0.03%50,908CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$2.0M0.03%42,468CommonNONE
46435G243SUSBISHARES TR$2.0M0.03%80,039CommonNONE
464288281EMBISHARES TR$2.0M0.03%21,481CommonNONE
464287598IWDISHARES TR$2.0M0.03%10,562CommonNONE
29250N105ENBENBRIDGE INC$2.0M0.03%48,791CommonNONE
670100205NVONOVO-NORDISK A S$2.0M0.03%16,408CommonNONE
427866108HSYHERSHEY CO$1.9M0.03%10,107CommonNONE
78468R101SPTSSPDR SER TR$1.9M0.03%65,331CommonNONE
46435G516ESGDISHARES TR$1.9M0.03%22,727CommonNONE
02072L607FRDMEA SERIES TRUST$1.9M0.03%52,345CommonNONE
45782C425UFEBINNOVATOR ETFS TRUST$1.9M0.03%57,313CommonNONE
464287325IXJISHARES TR$1.9M0.03%18,969CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.9M0.03%41,030CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$1.8M0.03%37,308CommonNONE
45783Y616APRJINNOVATOR ETFS TRUST$1.8M0.03%74,069CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.8M0.03%17,366CommonNONE
464288646IGSBISHARES TR$1.8M0.03%34,214CommonNONE
46435U549EAGGISHARES TR$1.8M0.03%36,900CommonNONE
46435G193SUSCISHARES TR$1.8M0.03%75,169CommonNONE
001055102AFLAFLAC INC$1.8M0.03%15,908CommonNONE
78464A805SPTMSPDR SER TR$1.8M0.03%25,314CommonNONE
682680103OKEONEOK INC NEW$1.8M0.03%19,458CommonNONE
464287242LQDISHARES TR$1.8M0.03%15,640CommonNONE
45783Y582JULHINNOVATOR ETFS TRUST$1.7M0.03%70,115CommonNONE
464287176TIPISHARES TR$1.7M0.03%15,742CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$1.7M0.03%46,016CommonNONE
45782C300UJANINNOVATOR ETFS TRUST$1.7M0.03%45,023CommonNONE
594972408MSTRMICROSTRATEGY INC$1.7M0.03%10,126CommonNONE
00214Q302ARKGARK ETF TR$1.7M0.03%66,484CommonNONE
464287887IJTISHARES TR$1.7M0.02%12,073CommonNONE
464288752ITBISHARES TR$1.7M0.02%13,062CommonNONE
46435U713IFRAISHARES TR$1.7M0.02%35,247CommonNONE
40412C101HCAHCA HEALTHCARE INC$1.7M0.02%4,065CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$1.6M0.02%39,226CommonNONE
097023105BABOEING CO$1.6M0.02%10,793CommonNONE
655844108NSCNORFOLK SOUTHN CORP$1.6M0.02%6,589CommonNONE
G5960L103MDTMEDTRONIC PLC$1.6M0.02%17,977CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$1.6M0.02%24,099CommonNONE
922908512VOEVANGUARD INDEX FDS$1.6M0.02%9,626CommonNONE
78468R622JNKSPDR SER TR$1.6M0.02%16,478CommonNONE
464287481IWPISHARES TR$1.6M0.02%13,683CommonNONE
30034W106EVRGEVERGY INC$1.6M0.02%25,847CommonNONE
46434V621DGROISHARES TR$1.6M0.02%25,548CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.6M0.02%6,884CommonNONE
45782C557BDECINNOVATOR ETFS TRUST$1.6M0.02%36,884CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.6M0.02%2,558CommonNONE
872540109TJXTJX COS INC NEW$1.5M0.02%13,113CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.5M0.02%2,876CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.5M0.02%8,694CommonNONE
53656G498MAGSLISTED FD TR$1.5M0.02%31,615CommonNONE
565788106MARAMARA HOLDINGS INC$1.5M0.02%92,845CommonNONE
31428X106FDXFEDEX CORP$1.5M0.02%5,450CommonNONE
464288851IEOISHARES TR$1.4M0.02%15,780CommonNONE
45783Y525OCTHINNOVATOR ETFS TRUST$1.4M0.02%60,401CommonNONE
45782C821UOCTINNOVATOR ETFS TRUST$1.4M0.02%41,338CommonNONE
464287523SOXXISHARES TR$1.4M0.02%6,199CommonNONE
33740U810XSEPFIRST TR EXCHNG TRADED FD VI$1.4M0.02%37,143CommonNONE
97717X669DGRWWISDOMTREE TR$1.4M0.02%17,056CommonNONE
30040W108ESEVERSOURCE ENERGY$1.4M0.02%20,826CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.4M0.02%12,856CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$1.4M0.02%13,302CommonNONE
02072L441BUXXEA SERIES TRUST$1.4M0.02%68,434CommonNONE
00162Q452AMLPALPS ETF TR$1.4M0.02%29,461CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$1.4M0.02%13,780CommonNONE
66538R730LGHNORTHERN LTS FD TR III$1.4M0.02%27,199CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$1.4M0.02%11,985CommonNONE
74933W452TBILRBB FD INC$1.4M0.02%27,481CommonNONE
45783Y491OCTJINNOVATOR ETFS TRUST$1.4M0.02%57,059CommonNONE
66987V109NVSNOVARTIS AG$1.4M0.02%11,775CommonNONE
45783Y236AJULINNOVATOR ETFS TRUST$1.3M0.02%49,630CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$1.3M0.02%26,398CommonNONE
902653104UDRUDR INC$1.3M0.02%29,387CommonNONE
579780107MKC/VMCCORMICK & CO INC$1.3M0.02%16,072CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$1.3M0.02%13,734CommonNONE
464287556IBBISHARES TR$1.3M0.02%9,007CommonNONE
45783Y566JULJINNOVATOR ETFS TRUST$1.3M0.02%52,553CommonNONE
291011104EMREMERSON ELEC CO$1.3M0.02%11,978CommonNONE
922908538VOTVANGUARD INDEX FDS$1.3M0.02%5,340CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.3M0.02%4,957CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.3M0.02%4,340CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$1.3M0.02%16,741CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$1.3M0.02%88,007CommonNONE
46429B598INDAISHARES TR$1.3M0.02%21,844CommonNONE
110448107BTIBRITISH AMERN TOB PLC$1.3M0.02%34,722CommonNONE
45783Y442ZALTINNOVATOR ETFS TRUST$1.3M0.02%43,236CommonNONE
579780206MKCMCCORMICK & CO INC$1.3M0.02%15,334CommonNONE
45783Y624APRHINNOVATOR ETFS TRUST$1.3M0.02%51,058CommonNONE
33740U729BUFZFIRST TR EXCHNG TRADED FD VI$1.3M0.02%53,354CommonNONE
461202103INTUINTUIT$1.3M0.02%2,020CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$1.3M0.02%7,054CommonNONE
46434V290SMLFISHARES TR$1.3M0.02%18,850CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$1.2M0.02%36,240CommonNONE
92204A876VPUVANGUARD WORLD FD$1.2M0.02%7,094CommonNONE
45782C615NOCTINNOVATOR ETFS TRUST$1.2M0.02%24,641CommonNONE
92204A108VCRVANGUARD WORLD FD$1.2M0.02%3,610CommonNONE
458140100INTCINTEL CORP$1.2M0.02%52,075CommonNONE
020002101ALLALLSTATE CORP$1.2M0.02%6,439CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$1.2M0.02%28,804CommonNONE
233051432HYLBDBX ETF TR$1.2M0.02%32,939CommonNONE
66538R748QQHNORTHERN LTS FD TR III$1.2M0.02%19,275CommonNONE
922908595VBKVANGUARD INDEX FDS$1.2M0.02%4,545CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$1.2M0.02%31,426CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.2M0.02%23,564CommonNONE
78464A839MDYVSPDR SER TR$1.2M0.02%14,962CommonNONE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$1.2M0.02%33,495CommonNONE
871829107SYYSYSCO CORP$1.2M0.02%15,136CommonNONE
45783Y335AAPRINNOVATOR ETFS TRUST$1.2M0.02%44,875CommonNONE
46138E222IDMOINVESCO EXCH TRADED FD TR II$1.2M0.02%27,919CommonNONE
46435G219IGEBISHARES TR$1.2M0.02%25,213CommonNONE
33740F672DOCTFIRST TR EXCHNG TRADED FD VI$1.2M0.02%29,547CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.2M0.02%3,257CommonNONE
148929102CAVACAVA GROUP INC$1.1M0.02%9,202CommonNONE
36828A101GEVGE VERNOVA INC$1.1M0.02%4,466CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.1M0.02%10,960CommonNONE
46434G863ESGEISHARES INC$1.1M0.02%31,154CommonNONE
858119100STLDSTEEL DYNAMICS INC$1.1M0.02%8,980CommonNONE
370334104GISGENERAL MLS INC$1.1M0.02%15,234CommonNONE
45782C292UMAYINNOVATOR ETFS TRUST$1.1M0.02%33,933CommonNONE
134429109CPBCAMPBELL SOUP CO$1.1M0.02%22,865CommonNONE
464287234EEMISHARES TR$1.1M0.02%24,322CommonNONE
78464A771KCESPDR SER TR$1.1M0.02%8,926CommonNONE
501044101KRKROGER CO$1.1M0.02%19,380CommonNONE
46435U556ARTYISHARES TR$1.1M0.02%32,382CommonNONE
37954Y673PAVEGLOBAL X FDS$1.1M0.02%26,679CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.1M0.02%21,581CommonNONE

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.