MondegarAI
Independent Advisor Alliance

Q3 2024 · 13F-HR

Independent Advisor Allianceholdings as filed

Filed 2024-11-13 · accession 0001062993-24-018955

$2.75B
Reported value
704
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 704

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$202.2M7.36%867,866CommonNONE
03076K108ABCBAMERIS BANCORP$158.1M5.75%2,533,580CommonNONE
67066G104NVDANVIDIA CORPORATION$141.9M5.16%1,168,458CommonNONE
594918104MSFTMICROSOFT CORP$129.3M4.71%300,439CommonNONE
023135106AMZNAMAZON COM INC$103.6M3.77%556,006CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$49.5M1.80%301,385CommonNONE
437076102HDHOME DEPOT INC$42.7M1.55%105,259CommonNONE
02079K107GOOGALPHABET INC$42.3M1.54%253,249CommonNONE
02079K305GOOGLALPHABET INC$41.8M1.52%252,320CommonNONE
191216100KOCOCA COLA CO$38.4M1.40%534,625CommonNONE
30303M102METAMETA PLATFORMS INC$37.2M1.35%64,908CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$36.9M1.34%80,101CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$35.9M1.31%170,319CommonNONE
30231G102XOMEXXON MOBIL CORP$35.2M1.28%299,874CommonNONE
532457108LLYELI LILLY & CO$35.1M1.28%39,583CommonNONE
11135F101AVGOBROADCOM INC$32.4M1.18%187,592CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$29.2M1.06%32,981CommonNONE
88160R101TSLATESLA INC$25.9M0.94%99,004CommonNONE
931142103WMTWALMART INC$25.2M0.92%312,051CommonNONE
742718109PGPROCTER AND GAMBLE CO$23.6M0.86%136,050CommonNONE
00287Y109ABBVABBVIE INC$23.0M0.84%116,337CommonNONE
580135101MCDMCDONALDS CORP$22.8M0.83%74,881CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$22.3M0.81%38,179CommonNONE
78463V107GLDSPDR GOLD TR$21.9M0.80%89,986CommonNONE
92826C839VVISA INC$19.6M0.71%71,370CommonNONE
149123101CATCATERPILLAR INC$18.9M0.69%48,366CommonNONE
713448108PEPPEPSICO INC$18.1M0.66%106,503CommonNONE
166764100CVXCHEVRON CORP NEW$17.6M0.64%119,604CommonNONE
172908105CTASCINTAS CORP$15.8M0.58%76,937CommonNONE
64110L106NFLXNETFLIX INC$15.7M0.57%22,166CommonNONE
606710200MITKMITEK SYS INC$14.8M0.54%1,701,813CommonNONE
548661107LOWLOWES COS INC$14.6M0.53%53,766CommonNONE
478160104JNJJOHNSON & JOHNSON$14.3M0.52%87,972CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$13.6M0.49%117,798CommonNONE
57636Q104MAMASTERCARD INCORPORATED$12.8M0.47%25,922CommonNONE
94106L109WMWASTE MGMT INC DEL$12.7M0.46%61,187CommonNONE
539830109LMTLOCKHEED MARTIN CORP$12.4M0.45%21,157CommonNONE
842587107SOSOUTHERN CO$12.1M0.44%134,194CommonNONE
89832Q109TFCTRUIST FINL CORP$12.1M0.44%282,607CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$12.1M0.44%54,637CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$11.3M0.41%66,793CommonNONE
G29183103ETNEATON CORP PLC$11.2M0.41%33,861CommonNONE
701094104PHPARKER-HANNIFIN CORP$11.1M0.41%17,641CommonNONE
H1467J104CBCHUBB LIMITED$10.9M0.40%37,721CommonNONE
65339F101NEENEXTERA ENERGY INC$10.6M0.39%125,399CommonNONE
040413106ANETEURARISTA NETWORKS INC$10.6M0.39%27,588CommonNONE
025816109AXPAMERICAN EXPRESS CO$10.4M0.38%38,320CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$10.0M0.36%28,227CommonNONE
78464A854SPYMSPDR SER TR$9.8M0.36%144,727CommonNONE
00724F101ADBEADOBE INC$9.7M0.35%18,698CommonNONE
79466L302CRMSALESFORCE INC$9.6M0.35%35,103CommonNONE
09260D107BXBLACKSTONE INC$9.6M0.35%62,540CommonNONE
20825C104COPCONOCOPHILLIPS$9.6M0.35%90,925CommonNONE
031162100AMGNAMGEN INC$9.0M0.33%27,999CommonNONE
060505104BACBANK AMERICA CORP$8.8M0.32%221,058CommonNONE
438516106HONHONEYWELL INTL INC$8.7M0.32%42,010CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$8.6M0.31%30,674CommonNONE
670100205NVONOVO-NORDISK A S$8.5M0.31%71,534CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$8.5M0.31%186,566CommonNONE
G54950103LINLINDE PLC$8.4M0.30%17,562CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$8.3M0.30%35,612CommonNONE
907818108UNPUNION PAC CORP$8.1M0.30%33,054CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$8.1M0.29%180,225CommonNONE
872590104TMUST-MOBILE US INC$7.9M0.29%38,302CommonNONE
002824100ABTABBOTT LABS$7.9M0.29%69,318CommonNONE
718172109PMPHILIP MORRIS INTL INC$7.8M0.28%64,113CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.7M0.28%12,523CommonNONE
427866108HSYHERSHEY CO$7.7M0.28%40,169CommonNONE
922908769VTIVANGUARD INDEX FDS$7.6M0.28%26,888CommonNONE
697435105PANWPALO ALTO NETWORKS INC$7.6M0.28%22,189CommonNONE
58933Y105MRKMERCK & CO INC$7.5M0.27%66,051CommonNONE
02209S103MOALTRIA GROUP INC$7.2M0.26%141,658CommonNONE
747525103QCOMQUALCOMM INC$7.2M0.26%42,471CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$7.2M0.26%145,694CommonNONE
369550108GDGENERAL DYNAMICS CORP$7.1M0.26%23,373CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$7.0M0.25%16,766CommonNONE
911363109URIUNITED RENTALS INC$7.0M0.25%8,604CommonNONE
717081103PFEPFIZER INC$6.8M0.25%234,455CommonNONE
92537N108VRTVERTIV HOLDINGS CO$6.7M0.25%67,743CommonNONE
594972408MSTRMICROSTRATEGY INC$6.7M0.24%39,893CommonNONE
743315103PGRPROGRESSIVE CORP$6.6M0.24%26,051CommonNONE
68389X105ORCLORACLE CORP$6.3M0.23%37,071CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$6.3M0.23%47,607CommonNONE
92840M102VSTVISTRA CORP$6.1M0.22%51,209CommonNONE
81762P102NOWSERVICENOW INC$6.1M0.22%6,769CommonNONE
75513E101RTXRTX CORPORATION$6.0M0.22%49,916CommonNONE
302635206FSKFS KKR CAP CORP$6.0M0.22%304,366CommonNONE
595112103MUMICRON TECHNOLOGY INC$6.0M0.22%57,413CommonNONE
254687106DISDISNEY WALT CO$5.6M0.20%57,774CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$5.5M0.20%8CommonNONE
87612E106TGTTARGET CORP$5.5M0.20%35,249CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$5.5M0.20%23,064CommonNONE
872540109TJXTJX COS INC NEW$5.4M0.20%45,759CommonNONE
461202103INTUINTUIT$5.3M0.19%8,531CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$5.2M0.19%38,437CommonNONE
78409V104SPGIS&P GLOBAL INC$5.1M0.19%9,929CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$5.0M0.18%98,512CommonNONE
029683109AMSWAUSDAMER SOFTWARE INC$4.9M0.18%441,809CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$4.9M0.18%22,836CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$4.9M0.18%84,689CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$4.8M0.17%9,720CommonNONE
452308109ITWILLINOIS TOOL WKS INC$4.7M0.17%18,100CommonNONE
46284V101IRMIRON MTN INC DEL$4.7M0.17%39,849CommonNONE
115236101BROBROWN & BROWN INC$4.7M0.17%45,671CommonNONE
33734X119FXGFIRST TR EXCHANGE TRADED FD$4.6M0.17%67,941CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$4.6M0.17%26,952CommonNONE
92189F692PPHVANECK ETF TRUST$4.6M0.17%48,751CommonNONE
29273V100ETENERGY TRANSFER L P$4.6M0.17%287,808CommonNONE
032654105ADIANALOG DEVICES INC$4.6M0.17%19,768CommonNONE
824348106SHWSHERWIN WILLIAMS CO$4.5M0.17%11,894CommonNONE
036752103ELVELEVANCE HEALTH INC$4.4M0.16%8,501CommonNONE
001055102AFLAFLAC INC$4.4M0.16%39,393CommonNONE
172967424CCITIGROUP INC$4.4M0.16%70,252CommonNONE
369604301GEGE AEROSPACE$4.3M0.16%22,943CommonNONE
882508104TXNTEXAS INSTRS INC$4.3M0.16%20,904CommonNONE
654106103NKENIKE INC$4.3M0.16%48,610CommonNONE
81784E101SEVNSEVEN HILLS REALTY TRUST$4.3M0.16%309,957CommonNONE
243537107DECKDECKERS OUTDOOR CORP$4.2M0.15%26,160CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.1M0.15%23,846CommonNONE
88339J105TTDTHE TRADE DESK INC$4.1M0.15%37,354CommonNONE
249906108DSGXDESCARTES SYS GROUP INC$4.0M0.15%38,934CommonNONE
00206R102TAT&T INC$4.0M0.15%181,872CommonNONE
G5960L103MDTMEDTRONIC PLC$3.9M0.14%43,832CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$3.9M0.14%93,669CommonNONE
25746U109DDOMINION ENERGY INC$3.9M0.14%67,464CommonNONE
17275R102CSCOCISCO SYS INC$3.9M0.14%73,183CommonNONE
020002101ALLALLSTATE CORP$3.9M0.14%20,498CommonNONE
609207105MDLZMONDELEZ INTL INC$3.9M0.14%52,400CommonNONE
038222105AMATAPPLIED MATLS INC$3.8M0.14%18,894CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$3.8M0.14%130,940CommonNONE
N07059210ASMLASML HOLDING N V$3.8M0.14%4,546CommonNONE
617446448MSMORGAN STANLEY$3.8M0.14%36,217CommonNONE
29250N105ENBENBRIDGE INC$3.8M0.14%92,758CommonNONE
126408103CSXCSX CORP$3.7M0.14%107,957CommonNONE
739128106POWLPOWELL INDS INC$3.7M0.13%16,621CommonNONE
45167R104IEXIDEX CORP$3.6M0.13%16,776CommonNONE
949746101WMT2WELLS FARGO CO NEW$3.6M0.13%63,667CommonNONE
464287200IVVISHARES TR$3.6M0.13%6,190CommonNONE
244199105DEDEERE & CO$3.6M0.13%8,547CommonNONE
084423102WRBBERKLEY W R CORP$3.6M0.13%62,719CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.5M0.13%12,777CommonNONE
260003108DOVDOVER CORP$3.5M0.13%18,036CommonNONE
26875P101EOGEOG RES INC$3.4M0.13%27,958CommonNONE
291011104EMREMERSON ELEC CO$3.4M0.12%31,381CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$3.3M0.12%31,575CommonNONE
718546104PSXPHILLIPS 66$3.3M0.12%24,985CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$3.3M0.12%41,951CommonNONE
494368103KMBKIMBERLY-CLARK CORP$3.2M0.12%22,835CommonNONE
921909768VXUSVANGUARD STAR FDS$3.2M0.12%49,587CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$3.2M0.12%3,627CommonNONE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$3.2M0.12%196,649CommonNONE
88579Y101MMM3M CO$3.2M0.12%23,431CommonNONE
922908744VTVVANGUARD INDEX FDS$3.2M0.12%18,322CommonNONE
148929102CAVACAVA GROUP INC$3.2M0.11%25,455CommonNONE
46090E103QQQINVESCO QQQ TR$3.1M0.11%6,446CommonNONE
46428Q109SLVISHARES SILVER TR$3.1M0.11%110,056CommonNONE
55336V100MPLXMPLX LP$3.1M0.11%69,485CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$3.1M0.11%5,844CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$3.1M0.11%730CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$3.1M0.11%29,860CommonNONE
464287432TLTISHARES TR$3.1M0.11%31,226CommonNONE
74762E102QUREQUANTA SVCS INC$3.0M0.11%10,209CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$3.0M0.11%28,621CommonNONE
767204100RIORIO TINTO PLC$3.0M0.11%42,011CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$3.0M0.11%27,501CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$3.0M0.11%11,098CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2.9M0.11%15,955CommonNONE
194162103CLCOLGATE PALMOLIVE CO$2.9M0.11%28,289CommonNONE
855244109SBUXSTARBUCKS CORP$2.9M0.11%30,082CommonNONE
883203101TXTTEXTRON INC$2.9M0.11%33,000CommonNONE
20030N101CMCSACOMCAST CORP NEW$2.9M0.11%69,429CommonNONE
33738R811FTXLFIRST TR EXCHANGE-TRADED FD$2.8M0.10%29,972CommonNONE
372460105GPCGENUINE PARTS CO$2.8M0.10%19,994CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.7M0.10%5,478CommonNONE
840441109SSBUSDSOUTHSTATE CORPORATION$2.7M0.10%27,769CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$2.7M0.10%40,154CommonNONE
H42097107UBSUBS GROUP AG$2.6M0.10%85,636CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$2.6M0.10%35,119CommonNONE
749607107RLIRLI CORP$2.6M0.10%16,979CommonNONE
808513105SCHWSCHWAB CHARLES CORP$2.6M0.09%40,210CommonNONE
983793100XPOXPO INC$2.6M0.09%24,170CommonNONE
902973304USBUS BANCORP DEL$2.6M0.09%56,776CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$2.6M0.09%32,549CommonNONE
09247X101BLKCHFBLACKROCK INC$2.6M0.09%2,719CommonNONE
579780206MKCMCCORMICK & CO INC$2.6M0.09%31,026CommonNONE
64828T201RITMRITHM CAPITAL CORP$2.5M0.09%224,669CommonNONE
10922N103BHFBRIGHTHOUSE FINL INC$2.5M0.09%56,137CommonNONE
219350105GLWCORNING INC$2.5M0.09%55,986CommonNONE
674599105OXYOCCIDENTAL PETE CORP$2.5M0.09%48,931CommonNONE
863667101SYKSTRYKER CORPORATION$2.5M0.09%6,824CommonNONE
126650100CVSCVS HEALTH CORP$2.5M0.09%39,118CommonNONE
82509L107SHOPSHOPIFY INC$2.4M0.09%30,344CommonNONE
189054109CLXCLOROX CO DEL$2.4M0.09%14,904CommonNONE
482480100KLACKLA CORP$2.4M0.09%3,122CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.4M0.09%45,719CommonNONE
209115104EDCONSOLIDATED EDISON INC$2.4M0.09%22,639CommonNONE
443201108HWMHOWMET AEROSPACE INC$2.3M0.09%23,366CommonNONE
46432F842IEFAISHARES TR$2.3M0.08%29,710CommonNONE
002896207ANFABERCROMBIE & FITCH CO$2.3M0.08%16,388CommonNONE
18915M107NETCLOUDFLARE INC$2.3M0.08%28,162CommonNONE
075887109BDXBECTON DICKINSON & CO$2.3M0.08%9,422CommonNONE
319835104FCCOFIRST CMNTY CORP S C$2.3M0.08%105,945CommonNONE
097023105BABOEING CO$2.3M0.08%14,888CommonNONE
29084Q100EMEEMCOR GROUP INC$2.3M0.08%5,252CommonNONE
03076C106AMPAMERIPRISE FINL INC$2.2M0.08%4,773CommonNONE
31428X106FDXFEDEX CORP$2.2M0.08%8,164CommonNONE
Y7542C130STNGSCORPIO TANKERS INC$2.2M0.08%31,156CommonNONE
803054204SAPSAP SE$2.2M0.08%9,683CommonNONE
25820R105DMLPDORCHESTER MINERALS LP$2.2M0.08%73,340CommonNONE
670346105NUENUCOR CORP$2.2M0.08%14,647CommonNONE
370334104GISGENERAL MLS INC$2.2M0.08%29,797CommonNONE
55272X607MFAMFA FINL INC$2.2M0.08%172,959CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$2.2M0.08%19,788CommonNONE
780087102RYROYAL BK CDA$2.1M0.08%17,234CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$2.1M0.08%21,812CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$2.1M0.08%5,344CommonNONE
464289438IWYISHARES TR$2.1M0.08%9,432CommonNONE
92939U106WECWEC ENERGY GROUP INC$2.1M0.07%21,337CommonNONE
502175102LTCLTC PPTYS INC$2.1M0.07%55,890CommonNONE
760759100RSGREPUBLIC SVCS INC$2.0M0.07%10,050CommonNONE
59156R108METMETLIFE INC$2.0M0.07%24,447CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$2.0M0.07%1,090CommonNONE
744320102PRUPRUDENTIAL FINL INC$2.0M0.07%16,491CommonNONE
375558103GILDGILEAD SCIENCES INC$2.0M0.07%23,730CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.0M0.07%3,443CommonNONE
247361702DALDELTA AIR LINES INC DEL$2.0M0.07%38,653CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$2.0M0.07%32,746CommonNONE
501044101KRKROGER CO$2.0M0.07%34,100CommonNONE
512807108LRCXEURLAM RESEARCH CORP$2.0M0.07%2,391CommonNONE
278642103EBAYEBAY INC.$1.9M0.07%29,791CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.9M0.07%14,264CommonNONE
464287507IJHISHARES TR$1.9M0.07%30,522CommonNONE
74340W103PLDPROLOGIS INC.$1.9M0.07%15,054CommonNONE
871607107SNPSSYNOPSYS INC$1.9M0.07%3,734CommonNONE
29364G103ETRENTERGY CORP NEW$1.9M0.07%14,271CommonNONE
529043101LXPUSDLXP INDUSTRIAL TRUST$1.8M0.07%182,861CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1.8M0.07%3,290CommonNONE
78464A409SPYGSPDR SER TR$1.8M0.07%22,019CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.8M0.07%1,578CommonNONE
458140100INTCINTEL CORP$1.8M0.07%76,708CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.8M0.06%80,580CommonNONE
48251W104KKRKKR & CO INC$1.8M0.06%13,511CommonNONE
337738108FISVFISERV INC$1.8M0.06%9,814CommonNONE
14149Y108CAHCARDINAL HEALTH INC$1.7M0.06%15,821CommonNONE
78440X887SLGSL GREEN RLTY CORP$1.7M0.06%25,010CommonNONE
143658300CCL1EURCARNIVAL CORP$1.7M0.06%93,952CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.7M0.06%15,698CommonNONE
655844108NSCNORFOLK SOUTHN CORP$1.7M0.06%6,868CommonNONE
827048109SLGNSILGAN HLDGS INC$1.7M0.06%32,349CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.7M0.06%6,717CommonNONE
682680103OKEONEOK INC NEW$1.7M0.06%18,251CommonNONE
G87110105FTITECHNIPFMC PLC$1.7M0.06%63,369CommonNONE
983134107WYNNWYNN RESORTS LTD$1.6M0.06%17,151CommonNONE
09062X103BIIBBIOGEN INC$1.6M0.06%8,289CommonNONE
464287804IJRISHARES TR$1.6M0.06%13,657CommonNONE
12572Q105CMECME GROUP INC$1.6M0.06%7,135CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.5M0.06%4,187CommonNONE
500754106KHCKRAFT HEINZ CO$1.5M0.06%43,807CommonNONE
637870106NSANATIONAL STORAGE AFFILIATES$1.5M0.06%31,510CommonNONE
30034W106EVRGEVERGY INC$1.5M0.06%24,487CommonNONE
34959E109FTNTFORTINET INC$1.5M0.05%19,480CommonNONE
871829107SYYSYSCO CORP$1.5M0.05%19,331CommonNONE
15101Q207CLSCELESTICA INC$1.5M0.05%29,509CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.5M0.05%5,066CommonNONE
62944T105NVRNVR INC$1.5M0.05%153CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.5M0.05%15,556CommonNONE
354613101BENFRANKLIN RESOURCES INC$1.4M0.05%71,462CommonNONE
90384S303ULTAULTA BEAUTY INC$1.4M0.05%3,673CommonNONE
390905107GSBCGREAT SOUTHN BANCORP INC$1.4M0.05%24,862CommonNONE
615369105MCOMOODYS CORP$1.4M0.05%3,000CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.4M0.05%16,833CommonNONE
58733R102MELIMERCADOLIBRE INC$1.4M0.05%691CommonNONE
95040Q104WELLWELLTOWER INC$1.4M0.05%11,049CommonNONE
756109104OREALTY INCOME CORP$1.4M0.05%21,958CommonNONE
40434L105HPQHP INC$1.4M0.05%38,378CommonNONE
92847W103VITLVITAL FARMS INC$1.4M0.05%38,627CommonNONE
16359R103CHECHEMED CORP NEW$1.4M0.05%2,254CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$1.4M0.05%7,654CommonNONE
311900104FASTFASTENAL CO$1.3M0.05%18,822CommonNONE
78464A508SPYVSPDR SER TR$1.3M0.05%25,423CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$1.3M0.05%13,008CommonNONE
783549108RRYDER SYS INC$1.3M0.05%8,954CommonNONE
440452100HRLHORMEL FOODS CORP$1.3M0.05%40,946CommonNONE
36828A101GEVGE VERNOVA INC$1.3M0.05%5,075CommonNONE
36262G101GXOGXO LOGISTICS INCORPORATED$1.3M0.05%24,749CommonNONE
693506107PPGPPG INDS INC$1.3M0.05%9,702CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.3M0.05%4,910CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$1.3M0.05%86,427CommonNONE
191098102COKECOCA COLA CONS INC$1.3M0.05%963CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$1.2M0.04%70,839CommonNONE
56501R106MFCMANULIFE FINL CORP$1.2M0.04%41,583CommonNONE
127097103CTRACOTERRA ENERGY INC$1.2M0.04%50,810CommonNONE
172062101CINFCINCINNATI FINL CORP$1.2M0.04%8,877CommonNONE
316092790FQALFIDELITY COVINGTON TRUST$1.2M0.04%18,394CommonNONE
G87052109TELTE CONNECTIVITY PLC$1.2M0.04%7,889CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$1.2M0.04%4,930CommonNONE
49177J102KVUEKENVUE INC$1.2M0.04%51,003CommonNONE
56585A102MPCMARATHON PETE CORP$1.2M0.04%7,177CommonNONE
260557103DOWDOW INC$1.2M0.04%21,389CommonNONE
460146103IPINTERNATIONAL PAPER CO$1.2M0.04%23,916CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1.2M0.04%16,198CommonNONE
745867101PHMPULTE GROUP INC$1.2M0.04%8,133CommonNONE
052769106ADSKAUTODESK INC$1.2M0.04%4,233CommonNONE
704326107PAYXPAYCHEX INC$1.2M0.04%8,620CommonNONE
918204108VFCV F CORP$1.2M0.04%57,666CommonNONE
235851102DHRDANAHER CORPORATION$1.2M0.04%4,137CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.1M0.04%7,156CommonNONE
46982L108JJACOBS SOLUTIONS INC$1.1M0.04%8,780CommonNONE
03674X106ARANTERO RESOURCES CORP$1.1M0.04%39,907CommonNONE
845467109SWN1EURSOUTHWESTERN ENERGY CO$1.1M0.04%159,225CommonNONE
278865100ECLECOLAB INC$1.1M0.04%4,418CommonNONE
98978V103ZTSZOETIS INC$1.1M0.04%5,736CommonNONE
231021106CMICUMMINS INC$1.1M0.04%3,460CommonNONE
049560105ATOATMOS ENERGY CORP$1.1M0.04%8,000CommonNONE
09225M101BSMBLACK STONE MINERALS L P$1.1M0.04%73,077CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.04%29,642CommonNONE
50212V100LPLALPL FINL HLDGS INC$1.1M0.04%4,702CommonNONE
23331A109DHID R HORTON INC$1.1M0.04%5,713CommonNONE
285512109EAELECTRONIC ARTS INC$1.1M0.04%7,544CommonNONE
780259305SHELSHELL PLC$1.1M0.04%16,355CommonNONE
233331107DTEDTE ENERGY CO$1.1M0.04%8,392CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$1.1M0.04%27,490CommonNONE
384802104GWWGRAINGER W W INC$1.1M0.04%1,030CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$1.1M0.04%6,559CommonNONE
45857P806IHGINTERCONTINENTAL HOTELS GROU$1.1M0.04%9,598CommonNONE
46817M107JXNJACKSON FINANCIAL INC$1.0M0.04%11,430CommonNONE
910047109UALUNITED AIRLS HLDGS INC$1.0M0.04%17,881CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1.0M0.04%5,675CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.0M0.04%3,577CommonNONE
05464C101AXONAXON ENTERPRISE INC$1.0M0.04%2,509CommonNONE
012653101ALBALBEMARLE CORP$999,1930.04%10,550CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$988,7580.04%42,381CommonNONE
48563L101KRTKARAT PACKAGING INC$984,2060.04%38,015CommonNONE
345370860FFORD MTR CO$981,2620.04%92,923CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$980,1520.04%11,305CommonNONE
988498101YUMYUM BRANDS INC$978,5440.04%7,004CommonNONE
45168D104IDXXIDEXX LABS INC$977,5920.04%1,935CommonNONE
87612G101TRGPTARGA RES CORP$976,7770.04%6,599CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$968,1060.04%12,293CommonNONE
892356106TSCOTRACTOR SUPPLY CO$939,8350.03%3,230CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$939,0310.03%5,975CommonNONE
20854L108CEIXEURCONSOL ENERGY INC NEW$937,9250.03%8,962CommonNONE
14040H105COFCAPITAL ONE FINL CORP$932,3220.03%6,227CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$921,2060.03%5,194CommonNONE
253868103DLRDIGITAL RLTY TR INC$913,8560.03%5,647CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$913,6580.03%8,296CommonNONE
055622104BPBP PLC$887,4400.03%28,271CommonNONE
320517105FHNFIRST HORIZON CORPORATION$886,7350.03%57,098CommonNONE
337932107FEFIRSTENERGY CORP$886,1570.03%19,981CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$866,6480.03%14,563CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$866,4740.03%22,647CommonNONE
458665304TILEINTERFACE INC$866,3230.03%45,668CommonNONE
443573100HUBSHUBSPOT INC$861,7250.03%1,621CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$857,2060.03%20,846CommonNONE
50202M102LILI AUTO INC$854,0690.03%33,297CommonNONE
053332102AZOAUTOZONE INC$853,6570.03%271CommonNONE
852234103XYZBLOCK INC$845,9020.03%12,601CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$844,9280.03%3,633CommonNONE
714236106PBTPERMIAN BASIN RTY TR$837,0960.03%70,403CommonNONE
675234108OCFCOCEANFIRST FINL CORP$836,5500.03%45,000CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$834,4430.03%14,382CommonNONE
G4095J109GLREGREENLIGHT CAPITAL RE LTD$834,3880.03%61,127CommonNONE
69351T106PPLPPL CORP$812,3530.03%24,557CommonNONE
550021109LULULULULEMON ATHLETICA INC$807,6840.03%2,977CommonNONE
45687V106IRINGERSOLL RAND INC$800,4160.03%8,154CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$800,3470.03%9,356CommonNONE
00162Q452AMLPALPS ETF TR$799,2260.03%16,958CommonNONE
21036P108STZCONSTELLATION BRANDS INC$798,0710.03%3,097CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$789,5960.03%5,137CommonNONE
153527106CENTCENTRAL GARDEN & PET CO$787,7520.03%21,600CommonNONE
23804L103DDOGDATADOG INC$785,7450.03%6,829CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$782,9610.03%8,777CommonNONE
78464A672SPTISPDR SER TR$781,2500.03%26,884CommonNONE
224408104CRCRANE COMPANY$778,1050.03%4,916CommonNONE
89151E109TTENTOTALENERGIES SE$776,9910.03%12,024CommonNONE
58155Q103MCKMCKESSON CORP$775,4030.03%1,568CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$772,4800.03%9,589CommonNONE
37045V100GMGENERAL MTRS CO$771,2120.03%17,199CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$768,1360.03%7,238CommonNONE
026874784AIGAMERICAN INTL GROUP INC$761,0870.03%10,393CommonNONE
26614N102DDDUPONT DE NEMOURS INC$756,8700.03%8,494CommonNONE
831865209AOSSMITH A O CORP$753,7220.03%8,391CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$752,1710.03%19,188CommonNONE
063671101BMOBANK MONTREAL QUE$750,5550.03%8,321CommonNONE
G7S00T104PNRPENTAIR PLC$735,8600.03%7,525CommonNONE
125523100CITHE CIGNA GROUP$731,1610.03%2,111CommonNONE
099724106BWABORGWARNER INC$721,3890.03%19,878CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$719,7840.03%14,418CommonNONE
464285204IAUISHARES GOLD TR$712,4500.03%14,335CommonNONE
171484108CHDNCHURCHILL DOWNS INC$711,3390.03%5,261CommonNONE
858119100STLDSTEEL DYNAMICS INC$708,4840.03%5,619CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$706,6870.03%6,147CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$701,2750.03%7,472CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$687,0380.03%5,842CommonNONE
G0250X107AMCRAMCOR PLC$684,8090.02%60,442CommonNONE
009066101ABNBAIRBNB INC$681,8570.02%5,377CommonNONE
444859102HUMHUMANA INC$678,1820.02%2,141CommonNONE
00827B106AFRMAFFIRM HLDGS INC$671,4490.02%16,449CommonNONE
843380106SMBCSOUTHERN MO BANCORP INC$669,6890.02%11,855CommonNONE
67000B104NOVTNOVANTA INC$666,4350.02%3,725CommonNONE
30161N101EXCEXELON CORP$665,6450.02%16,415CommonNONE
534187109LNCLINCOLN NATL CORP IND$660,2100.02%20,952CommonNONE
110448107BTIBRITISH AMERN TOB PLC$656,1490.02%17,937CommonNONE
78464A383SPMBSPDR SER TR$654,1810.02%29,036CommonNONE
98389B100XELXCEL ENERGY INC$652,2130.02%9,988CommonNONE
969457100WMBWILLIAMS COS INC$643,3870.02%14,094CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$638,1720.02%4,111CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$637,3730.02%9,019CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$637,2960.02%12,777CommonNONE
880198205SABASABA CAPITAL INCOME & OPPORT$636,7640.02%74,825CommonNONE
92556V106VTRSVIATRIS INC$629,7680.02%54,244CommonNONE
98419M100XYLXYLEM INC$624,9190.02%4,628CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$624,7470.02%2,081CommonNONE
115637209BF/BBROWN FORMAN CORP$618,6660.02%12,575CommonNONE
832696405SJMSMUCKER J M CO$618,1460.02%5,104CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$617,6210.02%12,907CommonNONE
37733W204GSKGSK PLC$616,7270.02%15,086CommonNONE
165167735EXECHESAPEAKE ENERGY CORP$613,8350.02%7,463CommonNONE
974155103WINGWINGSTOP INC$611,2200.02%1,469CommonNONE
655663102NDSNNORDSON CORP$604,7330.02%2,303CommonNONE
228368106CCKCROWN HLDGS INC$604,0450.02%6,300CommonNONE
03783C100APPFAPPFOLIO INC$601,2120.02%2,554CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$597,7540.02%5,416CommonNONE
892331307TMTOYOTA MOTOR CORP$596,2510.02%3,339CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$592,5470.02%15,776CommonNONE
88642R109TDWTIDEWATER INC NEW$591,3340.02%8,237CommonNONE
92276F100VTRVENTAS INC$590,3740.02%9,206CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$590,1920.02%2,971CommonNONE
651639106NEMNEWMONT CORP$588,6150.02%11,012CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$588,2820.02%2,552CommonNONE
26884L109EQTEQT CORP$583,5300.02%15,926CommonNONE
26701L100BROSDUTCH BROS INC$578,8840.02%18,073CommonNONE
343412102FLRFLUOR CORP NEW$577,7680.02%12,110CommonNONE
55277P104MGEEMGE ENERGY INC$571,8350.02%6,253CommonNONE
297178105ESSESSEX PPTY TR INC$568,7940.02%1,925CommonNONE
316773100FITBFIFTH THIRD BANCORP$565,0400.02%13,190CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$562,0880.02%6,712CommonNONE
13462K109CWHCAMPING WORLD HLDGS INC$561,9280.02%23,201CommonNONE
92936U109WPCWP CAREY INC$557,9710.02%8,956CommonNONE
018802108LNTALLIANT ENERGY CORP$554,5220.02%9,137CommonNONE
088606108BHPBHP GROUP LTD$552,9480.02%8,903CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$551,5360.02%14,109CommonNONE
025072109KORPAMERICAN CENTY ETF TR$549,6230.02%11,377CommonNONE
922908736VUGVANGUARD INDEX FDS$549,0200.02%1,430CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$546,2000.02%1,174CommonNONE
284902509EGOELDORADO GOLD CORP NEW$543,8550.02%31,310CommonNONE
816851109SRESEMPRA$538,6720.02%6,441CommonNONE
37940X102GPNGLOBAL PMTS INC$538,0770.02%5,254CommonNONE
032095101APHAMPHENOL CORP NEW$535,8780.02%8,224CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$532,2910.02%36,939CommonNONE
68268W103OMFONEMAIN HLDGS INC$525,2230.02%11,158CommonNONE
389930108BTCGBPGRAYSCALE BITCOIN MINI TR BT$521,6930.02%92,663CommonNONE
98149E303GLDMWORLD GOLD TR$517,7030.02%9,931CommonNONE
G3223R108EGEVEREST GROUP LTD$509,7720.02%1,301CommonNONE
693718108PCARPACCAR INC$509,3330.02%5,161CommonNONE
11271J107BNBROOKFIELD CORP$509,2210.02%9,581CommonNONE
336433107FSLRFIRST SOLAR INC$505,6130.02%2,027CommonNONE
464288414MUBISHARES TR$504,1520.02%4,641CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$503,9730.02%6,014CommonNONE
487836108KKELLANOVA$499,1120.02%6,184CommonNONE
29446M102EQNREQUINOR ASA$498,7730.02%19,691CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$498,1520.02%6,189CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$494,8890.02%1,063CommonNONE
217204106CPRTCOPART INC$492,1950.02%9,393CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$487,7400.02%8,102CommonNONE
Y0207T100ASCARDMORE SHIPPING CORP$486,4380.02%26,875CommonNONE
92204A702VGTVANGUARD WORLD FD$480,9460.02%820CommonNONE
778296103ROSTROSS STORES INC$480,8910.02%3,195CommonNONE
049468101TEAMATLASSIAN CORPORATION$474,8920.02%2,990CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$471,2750.02%2,112CommonNONE
833445109SNOWSNOWFLAKE INC$468,4370.02%4,078CommonNONE
40412C101HCAHCA HEALTHCARE INC$464,2990.02%1,142CommonNONE
22052L104CTVACORTEVA INC$462,2370.02%7,862CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$457,7490.02%1,258CommonNONE
89531P105TREXTREX CO INC$456,7400.02%6,860CommonNONE
92189F437ANGLVANECK ETF TRUST$454,2030.02%15,444CommonNONE
504922105LHLABCORP HOLDINGS INC$452,2040.02%2,023CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$451,5370.02%1,666CommonNONE
G38644103GCTGIGACLOUD TECHNOLOGY INC$446,5710.02%19,433CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$444,6340.02%5,729CommonNONE
351858105FNVFRANCO NEV CORP$444,4050.02%3,577CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$440,1060.02%4,847CommonNONE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$439,1360.02%8,181CommonNONE
922475108VEEVVEEVA SYS INC$439,0450.02%2,092CommonNONE
679295105OKTAOKTA INC$437,5550.02%5,886CommonNONE
281020107EIXEDISON INTL$434,1850.02%4,985CommonNONE
366651107ITGARTNER INC$431,5870.02%852CommonNONE
93148P102WDWALKER & DUNLOP INC$430,8130.02%3,793CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$423,1970.02%2,455CommonNONE
464287614IWFISHARES TR$422,3690.02%1,125CommonNONE
925652109VICIVICI PPTYS INC$416,7100.02%12,510CommonNONE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$410,9240.01%320CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$409,8760.01%4,578CommonNONE
60937P106MDBMONGODB INC$409,7610.01%1,516CommonNONE
G85158106STNESTONECO LTD$408,6810.01%36,295CommonNONE
66987V109NVSNOVARTIS AG$406,7030.01%3,536CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$405,9310.01%3,424CommonNONE
904767704UNILEVER PLC$404,8780.01%6,233CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$402,2430.01%8,016CommonNONE
053611109AVYAVERY DENNISON CORP$400,4560.01%1,814CommonNONE

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.