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Brookstone Capital Management

Q4 2024 · 13F-HR

Brookstone Capital Managementholdings as filed

Filed 2025-01-13 · accession 0001062993-25-000693

$6.87B
Reported value
988
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 988

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$214.5M3.12%366,068CommonNONE
46090E103QQQINVESCO QQQ TR$184.3M2.68%360,510CommonNONE
922908736VUGVANGUARD INDEX FDS$171.1M2.49%416,823CommonNONE
922908744VTVVANGUARD INDEX FDS$148.6M2.16%877,747CommonNONE
037833100AAPLAPPLE INC$142.2M2.07%568,037CommonNONE
67066G104NVDANVIDIA CORPORATION$120.1M1.75%894,233CommonNONE
464287200IVVISHARES TR$112.8M1.64%191,699CommonNONE
023135106AMZNAMAZON COM INC$99.2M1.44%451,963CommonNONE
464287655IWMISHARES TR$98.0M1.43%443,492CommonNONE
66537J606BAMGNORTHERN LTS FD TR IV$96.7M1.41%2,819,832CommonNONE
594918104MSFTMICROSOFT CORP$87.3M1.27%207,143CommonNONE
46429B697USMVISHARES TR$87.2M1.27%981,832CommonNONE
47103U845JAAAJANUS DETROIT STR TR$86.3M1.26%1,702,691CommonNONE
66537J507BAMDNORTHERN LTS FD TR IV$83.3M1.21%2,636,398CommonNONE
92189F643MOATVANECK ETF TRUST$83.1M1.21%896,260CommonNONE
66537J705BAMVNORTHERN LTS FD TR IV$78.1M1.14%2,558,828CommonNONE
464287226AGGISHARES TR$71.3M1.04%736,078CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$65.9M0.96%336,609CommonNONE
02079K305GOOGLALPHABET INC$63.2M0.92%333,688CommonNONE
66537J887BAMUNORTHERN LTS FD TR IV$62.5M0.91%2,487,297CommonNONE
09661T602BKAGBNY MELLON ETF TRUST$59.2M0.86%1,436,678CommonNONE
74348A467NOBLPROSHARES TR$55.5M0.81%557,742CommonNONE
66537J804BAMBNORTHERN LTS FD TR IV$54.6M0.80%2,137,649CommonNONE
45782C672UAUGINNOVATOR ETFS TRUST$51.0M0.74%1,434,951CommonNONE
88160R101TSLATESLA INC$50.4M0.73%124,727CommonNONE
922908363VOOVANGUARD INDEX FDS$49.5M0.72%91,811CommonNONE
78464A854SPYMSPDR SER TR$49.3M0.72%715,568CommonNONE
46434V860TFLOISHARES TR$48.7M0.71%965,202CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$43.7M0.64%758,913CommonNONE
26922A388DRSKETF SER SOLUTIONS$43.2M0.63%1,573,958CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$42.9M0.62%736,731CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$42.4M0.62%605,607CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$42.1M0.61%240,485CommonNONE
46436E718SGOVISHARES TR$39.5M0.58%394,061CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$38.4M0.56%1,258,641CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$37.7M0.55%952,820CommonNONE
66537J879BAMANORTHERN LTS FD TR IV$37.4M0.54%1,222,100CommonNONE
464288588MBBISHARES TR$36.8M0.54%401,514CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$36.5M0.53%964,594CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$36.5M0.53%950,579CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$36.5M0.53%947,996CommonNONE
66537J861BAMONORTHERN LTS FD TR IV$35.6M0.52%1,173,880CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$35.4M0.52%740,873CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$35.0M0.51%894,965CommonNONE
26922B105MSTBETF SER SOLUTIONS$34.8M0.51%1,029,385CommonNONE
66537J853BAMYNORTHERN LTS FD TR IV$34.1M0.50%1,286,897CommonNONE
45782C532UDECINNOVATOR ETFS TRUST$33.5M0.49%955,217CommonNONE
46138G888TBLLINVESCO EXCH TRADED FD TR II$33.0M0.48%312,235CommonNONE
78468R663BILSPDR SER TR$32.8M0.48%358,293CommonNONE
45782C565UNOVINNOVATOR ETFS TRUST$32.2M0.47%929,814CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$31.2M0.45%694,526CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$31.0M0.45%1,503,251CommonNONE
45782C821UOCTINNOVATOR ETFS TRUST$30.7M0.45%871,112CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$30.6M0.45%1,576,598CommonNONE
45782C649USEPINNOVATOR ETFS TRUST$30.6M0.44%868,157CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$30.5M0.44%1,567,110CommonNONE
30303M102METAMETA PLATFORMS INC$30.4M0.44%51,881CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$29.8M0.43%1,481,609CommonNONE
37954Y475XYLDGLOBAL X FDS$29.7M0.43%707,786CommonNONE
78463V107GLDSPDR GOLD TR$29.4M0.43%121,443CommonNONE
532457108LLYELI LILLY & CO$28.8M0.42%37,329CommonNONE
46432F339QUALISHARES TR$28.1M0.41%157,534CommonNONE
46434V613IUSBISHARES TR$26.3M0.38%581,972CommonNONE
78464A409SPYGSPDR SER TR$26.1M0.38%297,478CommonNONE
092528504CLOABLACKROCK ETF TRUST II$25.9M0.38%499,559CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$25.0M0.36%537,954CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$24.6M0.36%1,343,717CommonNONE
025816109AXPAMERICAN EXPRESS CO$24.3M0.35%81,953CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$24.1M0.35%445,290CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$23.6M0.34%68,971CommonNONE
45782C557BDECINNOVATOR ETFS TRUST$23.3M0.34%539,726CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$22.6M0.33%465,344CommonNONE
931142103WMTWALMART INC$22.4M0.33%248,332CommonNONE
46435G425ESGUISHARES TR$22.4M0.33%174,139CommonNONE
37954Y483QYLDGLOBAL X FDS$21.8M0.32%1,198,211CommonNONE
922908751VBVANGUARD INDEX FDS$21.5M0.31%89,593CommonNONE
580135101MCDMCDONALDS CORP$21.1M0.31%72,892CommonNONE
464287689IWVISHARES TR$21.1M0.31%63,103CommonNONE
45782C664BSEPINNOVATOR ETFS TRUST$20.9M0.30%487,623CommonNONE
45782C581BNOVINNOVATOR ETFS TRUST$20.9M0.30%532,716CommonNONE
45782C771BOCTINNOVATOR ETFS TRUST$20.9M0.30%482,860CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$20.8M0.30%341,837CommonNONE
45782C698BAUGINNOVATOR ETFS TRUST$20.7M0.30%474,240CommonNONE
464287309IVWISHARES TR$20.6M0.30%203,305CommonNONE
26922B642JUCYETF SER SOLUTIONS$20.6M0.30%906,456CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$20.5M0.30%85,357CommonNONE
46432F834IXUSISHARES TR$20.4M0.30%308,140CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$20.1M0.29%44,383CommonNONE
30231G102XOMEXXON MOBIL CORP$19.4M0.28%179,975CommonNONE
464287432TLTISHARES TR$19.2M0.28%220,234CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$19.2M0.28%159,043CommonNONE
79466L302CRMSALESFORCE INC$19.1M0.28%57,167CommonNONE
46429B689EFAVISHARES TR$18.9M0.28%267,279CommonNONE
464287150ITOTISHARES TR$18.8M0.27%146,113CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$18.8M0.27%597,247CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$18.6M0.27%69,825CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$18.2M0.26%396,568CommonNONE
464289438IWYISHARES TR$17.7M0.26%75,154CommonNONE
78464A508SPYVSPDR SER TR$17.4M0.25%340,812CommonNONE
00206R102TAT&T INC$16.9M0.25%741,661CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$16.8M0.25%660,238CommonNONE
81762P102NOWSERVICENOW INC$16.5M0.24%15,560CommonNONE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$16.4M0.24%420,364CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$16.0M0.23%17,448CommonNONE
922907746VTEBVANGUARD MUN BD FDS$15.7M0.23%313,588CommonNONE
254687106DISDISNEY WALT CO$15.7M0.23%140,883CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$15.5M0.23%386,661CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$15.2M0.22%303,499CommonNONE
00287Y109ABBVABBVIE INC$15.1M0.22%84,752CommonNONE
26922B733MSTQETF SER SOLUTIONS$15.0M0.22%460,027CommonNONE
166764100CVXCHEVRON CORP NEW$14.9M0.22%103,182CommonNONE
47103U852JMBSJANUS DETROIT STR TR$14.7M0.21%332,588CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$14.6M0.21%388,528CommonNONE
72201R833MINTPIMCO ETF TR$14.4M0.21%143,754CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$14.3M0.21%677,337CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$14.3M0.21%278,089CommonNONE
46429B747STIPISHARES TR$14.0M0.20%139,656CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$13.7M0.20%108,837CommonNONE
74347R107SSOPROSHARES TR$13.6M0.20%147,511CommonNONE
464285204IAUISHARES GOLD TR$13.6M0.20%275,398CommonNONE
375558103GILDGILEAD SCIENCES INC$13.6M0.20%147,452CommonNONE
49456B101KMIKINDER MORGAN INC DEL$13.4M0.20%489,545CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$13.4M0.19%26,444CommonNONE
464287408IVEISHARES TR$13.2M0.19%69,237CommonNONE
29364G103ETRENTERGY CORP NEW$13.0M0.19%171,256CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$13.0M0.19%474,334CommonNONE
46284V101IRMIRON MTN INC DEL$12.9M0.19%122,859CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$12.8M0.19%291,204CommonNONE
697435105PANWPALO ALTO NETWORKS INC$12.8M0.19%70,302CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$12.6M0.18%116,998CommonNONE
460146103IPINTERNATIONAL PAPER CO$12.4M0.18%229,753CommonNONE
69374H105PTLCPACER FDS TR$12.3M0.18%230,222CommonNONE
345370860FFORD MTR CO$12.3M0.18%1,238,452CommonNONE
69374H303PTNQPACER FDS TR$12.2M0.18%165,103CommonNONE
921937827BSVVANGUARD BD INDEX FDS$12.2M0.18%157,705CommonNONE
922908769VTIVANGUARD INDEX FDS$12.2M0.18%41,938CommonNONE
438516106HONHONEYWELL INTL INC$12.1M0.18%53,729CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$12.1M0.18%200,342CommonNONE
92189H748CLOIVANECK ETF TRUST$12.1M0.18%228,374CommonNONE
92826C839VVISA INC$12.0M0.17%37,878CommonNONE
89832Q109TFCTRUIST FINL CORP$12.0M0.17%275,849CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$11.8M0.17%128,220CommonNONE
81752T528CLOZSERIES PORTFOLIOS TR$11.7M0.17%435,992CommonNONE
487836108KKELLANOVA$11.7M0.17%144,952CommonNONE
902973304USBUS BANCORP DEL$11.7M0.17%244,688CommonNONE
92939U106WECWEC ENERGY GROUP INC$11.6M0.17%123,471CommonNONE
65473P105NINISOURCE INC$11.5M0.17%313,667CommonNONE
149123101CATCATERPILLAR INC$11.3M0.17%31,276CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$11.3M0.16%100,176CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$11.3M0.16%694,290CommonNONE
494368103KMBKIMBERLY-CLARK CORP$11.2M0.16%85,199CommonNONE
205887102CAGCONAGRA BRANDS INC$11.1M0.16%399,454CommonNONE
464287721IYWISHARES TR$11.1M0.16%69,332CommonNONE
539830109LMTLOCKHEED MARTIN CORP$11.0M0.16%22,619CommonNONE
756109104OREALTY INCOME CORP$10.9M0.16%204,262CommonNONE
464287804IJRISHARES TR$10.8M0.16%93,576CommonNONE
25746U109DDOMINION ENERGY INC$10.7M0.16%199,354CommonNONE
744320102PRUPRUDENTIAL FINL INC$10.7M0.16%89,943CommonNONE
40434L105HPQHP INC$10.6M0.15%325,021CommonNONE
260557103DOWDOW INC$10.5M0.15%262,700CommonNONE
500754106KHCKRAFT HEINZ CO$10.5M0.15%342,880CommonNONE
281020107EIXEDISON INTL$10.5M0.15%131,877CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$10.5M0.15%186,155CommonNONE
478160104JNJJOHNSON & JOHNSON$10.5M0.15%72,345CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$10.2M0.15%191,555CommonNONE
437076102HDHOME DEPOT INC$10.1M0.15%26,026CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$10.1M0.15%294,930CommonNONE
064058100BKBANK NEW YORK MELLON CORP$10.0M0.15%129,791CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$10.0M0.15%491,831CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$9.8M0.14%208,336CommonNONE
464288885EFGISHARES TR$9.8M0.14%101,454CommonNONE
46090A721ICLOINVESCO ACTIVELY MANAGED EXC$9.8M0.14%381,192CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$9.8M0.14%46,413CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$9.7M0.14%17,092CommonNONE
02079K107GOOGALPHABET INC$9.7M0.14%50,863CommonNONE
464287457SHYISHARES TR$9.7M0.14%118,009CommonNONE
464288877EFVISHARES TR$9.7M0.14%184,366CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$9.7M0.14%251,702CommonNONE
464286533EEMVISHARES INC$9.6M0.14%165,050CommonNONE
742718109PGPROCTER AND GAMBLE CO$9.5M0.14%56,945CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$9.5M0.14%128,233CommonNONE
74762E102QUREQUANTA SVCS INC$9.5M0.14%29,982CommonNONE
040413106ANETEURARISTA NETWORKS INC$9.5M0.14%85,705CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$9.5M0.14%105,860CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$9.4M0.14%18,102CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$9.4M0.14%192,236CommonNONE
921937819BIVVANGUARD BD INDEX FDS$9.4M0.14%126,119CommonNONE
72201R775BONDPIMCO ETF TR$9.4M0.14%103,634CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$9.2M0.13%71,805CommonNONE
11135F101AVGOBROADCOM INC$9.0M0.13%39,007CommonNONE
922908553VNQVANGUARD INDEX FDS$8.9M0.13%99,719CommonNONE
092528603BINCBLACKROCK ETF TRUST II$8.8M0.13%169,461CommonNONE
22822V101CCICROWN CASTLE INC$8.8M0.13%97,088CommonNONE
37045V100GMGENERAL MTRS CO$8.8M0.13%165,314CommonNONE
56585A102MPCMARATHON PETE CORP$8.7M0.13%62,385CommonNONE
052769106ADSKAUTODESK INC$8.7M0.13%29,296CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$8.7M0.13%30,499CommonNONE
47103U753JBBBJANUS DETROIT STR TR$8.5M0.12%172,728CommonNONE
00214Q104ARKKARK ETF TR$8.4M0.12%147,848CommonNONE
35473P801FLQLFRANKLIN TEMPLETON ETF TR$8.1M0.12%137,846CommonNONE
12572Q105CMECME GROUP INC$8.0M0.12%34,563CommonNONE
302491303FMCFMC CORP$8.0M0.12%164,887CommonNONE
654106103NKENIKE INC$8.0M0.12%105,797CommonNONE
20030N101CMCSACOMCAST CORP NEW$8.0M0.12%212,982CommonNONE
45783Y731BSTPINNOVATOR ETFS TRUST$8.0M0.12%240,310CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$7.9M0.12%97,847CommonNONE
464288414MUBISHARES TR$7.9M0.11%73,818CommonNONE
921937835BNDVANGUARD BD INDEX FDS$7.7M0.11%106,879CommonNONE
37954Y459RYLDGLOBAL X FDS$7.5M0.11%457,302CommonNONE
038222105AMATAPPLIED MATLS INC$7.4M0.11%45,378CommonNONE
294429105EFXEQUIFAX INC$7.2M0.10%28,226CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$7.1M0.10%146,514CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$7.0M0.10%86,284CommonNONE
842587107SOSOUTHERN CO$7.0M0.10%85,140CommonNONE
26614N102DDDUPONT DE NEMOURS INC$7.0M0.10%91,817CommonNONE
191216100KOCOCA COLA CO$6.9M0.10%111,063CommonNONE
060505104BACBANK AMERICA CORP$6.9M0.10%157,172CommonNONE
92204A702VGTVANGUARD WORLD FD$6.8M0.10%10,945CommonNONE
58933Y105MRKMERCK & CO INC$6.6M0.10%66,511CommonNONE
46432F396MTUMISHARES TR$6.6M0.10%31,924CommonNONE
64110L106NFLXNETFLIX INC$6.6M0.10%7,392CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$6.6M0.10%236,115CommonNONE
464288158SUBISHARES TR$6.6M0.10%62,272CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$6.3M0.09%176,107CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$6.3M0.09%135,959CommonNONE
65339F101NEENEXTERA ENERGY INC$6.3M0.09%87,448CommonNONE
02209S103MOALTRIA GROUP INC$6.2M0.09%117,971CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$6.1M0.09%257,928CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$6.1M0.09%9CommonNONE
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464288687PFFISHARES TR$6.0M0.09%190,022CommonNONE
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58155Q103MCKMCKESSON CORP$6.0M0.09%10,473CommonNONE
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548661107LOWLOWES COS INC$5.7M0.08%23,269CommonNONE
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464287697IDUISHARES TR$4.9M0.07%51,014CommonNONE
369550108GDGENERAL DYNAMICS CORP$4.9M0.07%18,410CommonNONE
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75513E101RTXRTX CORPORATION$4.4M0.06%37,633CommonNONE
46138E644IPKWINVESCO EXCH TRADED FD TR II$4.3M0.06%109,365CommonNONE
464288802SUSAISHARES TR$4.3M0.06%35,349CommonNONE
92189F676SMHVANECK ETF TRUST$4.3M0.06%17,586CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$4.2M0.06%84,818CommonNONE
57636Q104MAMASTERCARD INCORPORATED$4.2M0.06%8,046CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4.2M0.06%30,792CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$4.2M0.06%434,883CommonNONE
921937793BLVVANGUARD BD INDEX FDS$4.2M0.06%60,941CommonNONE
922908611VBRVANGUARD INDEX FDS$4.1M0.06%20,676CommonNONE
713448108PEPPEPSICO INC$4.0M0.06%26,580CommonNONE
464289875AOMISHARES TR$4.0M0.06%92,889CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$4.0M0.06%70,974CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.9M0.06%13,382CommonNONE
594972408MSTRMICROSTRATEGY INC$3.9M0.06%13,429CommonNONE
682680103OKEONEOK INC NEW$3.8M0.06%37,758CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$3.7M0.05%21,728CommonNONE
253868103DLRDIGITAL RLTY TR INC$3.7M0.05%21,011CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$3.7M0.05%142,031CommonNONE
21036P108STZCONSTELLATION BRANDS INC$3.7M0.05%16,654CommonNONE
075887109BDXBECTON DICKINSON & CO$3.6M0.05%15,943CommonNONE
46434G103IEMGISHARES INC$3.6M0.05%69,167CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.6M0.05%16,289CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$3.6M0.05%8,393CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$3.5M0.05%46,441CommonNONE
00214Q401ARKWARK ETF TR$3.5M0.05%32,543CommonNONE
701094104PHPARKER-HANNIFIN CORP$3.5M0.05%5,518CommonNONE
69374H881COWZPACER FDS TR$3.5M0.05%62,118CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$3.5M0.05%43,401CommonNONE
071813109BAXBAXTER INTL INC$3.5M0.05%118,727CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$3.4M0.05%122,729CommonNONE
464289867AORISHARES TR$3.4M0.05%59,011CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$3.4M0.05%37,799CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$3.3M0.05%34,122CommonNONE
369604301GEGE AEROSPACE$3.3M0.05%20,010CommonNONE
747525103QCOMQUALCOMM INC$3.3M0.05%21,665CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$3.3M0.05%59,807CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3.3M0.05%67,695CommonNONE
922908629VOVANGUARD INDEX FDS$3.3M0.05%12,367CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$3.2M0.05%37,873CommonNONE
718172109PMPHILIP MORRIS INTL INC$3.2M0.05%26,572CommonNONE
69344A107PULSPGIM ETF TR$3.1M0.05%63,445CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$3.1M0.05%155,565CommonNONE
907818108UNPUNION PAC CORP$3.1M0.05%13,731CommonNONE
882508104TXNTEXAS INSTRS INC$3.1M0.05%16,674CommonNONE
126650100CVSCVS HEALTH CORP$3.1M0.05%69,420CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$3.1M0.05%8,502CommonNONE
760759100RSGREPUBLIC SVCS INC$3.1M0.05%15,430CommonNONE
46431W507NEARISHARES U S ETF TR$3.1M0.05%61,306CommonNONE
33740U810XSEPFIRST TR EXCHNG TRADED FD VI$3.1M0.04%78,429CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$3.0M0.04%15,394CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$2.9M0.04%69,653CommonNONE
46435U853USHYISHARES TR$2.9M0.04%79,170CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$2.9M0.04%60,587CommonNONE
717081103PFEPFIZER INC$2.9M0.04%109,153CommonNONE
G54950103LINLINDE PLC$2.9M0.04%6,916CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$2.9M0.04%123,894CommonNONE
464286525ACWVISHARES INC$2.8M0.04%25,685CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$2.8M0.04%79,528CommonNONE
45782C375UMARINNOVATOR ETFS TRUST$2.8M0.04%78,426CommonNONE
92204A504VHTVANGUARD WORLD FD$2.8M0.04%10,944CommonNONE
78468R622JNKSPDR SER TR$2.8M0.04%29,002CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$2.7M0.04%66,913CommonNONE
45782C474KJANINNOVATOR ETFS TRUST$2.7M0.04%72,304CommonNONE
78468R606SPHYSPDR SER TR$2.7M0.04%114,652CommonNONE
921909768VXUSVANGUARD STAR FDS$2.7M0.04%45,453CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$2.6M0.04%11,821CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$2.6M0.04%25,201CommonNONE
00214Q708ARKFARK ETF TR$2.6M0.04%69,605CommonNONE
464287523SOXXISHARES TR$2.6M0.04%11,928CommonNONE
46432F842IEFAISHARES TR$2.6M0.04%36,454CommonNONE
38747R827NVDLGRANITESHARES ETF TR$2.5M0.04%38,231CommonNONE
172967424CCITIGROUP INC$2.5M0.04%36,034CommonNONE
45783Y541TJULINNOVATOR ETFS TRUST$2.5M0.04%90,076CommonNONE
70202L102PSNPARSONS CORP DEL$2.5M0.04%26,957CommonNONE
032108664HACKAMPLIFY ETF TR$2.5M0.04%33,211CommonNONE
00326A104SGOLETFS GOLD TR$2.4M0.04%97,671CommonNONE
33740U828YSEPFIRST TR EXCHNG TRADED FD VI$2.4M0.04%112,391CommonNONE
855244109SBUXSTARBUCKS CORP$2.4M0.04%26,683CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$2.4M0.04%13,038CommonNONE
235851102DHRDANAHER CORPORATION$2.4M0.03%10,357CommonNONE
17275R102CSCOCISCO SYS INC$2.4M0.03%40,029CommonNONE
922908512VOEVANGUARD INDEX FDS$2.4M0.03%14,611CommonNONE
25754A201DPZDOMINOS PIZZA INC$2.4M0.03%5,628CommonNONE
46429B655FLOTISHARES TR$2.4M0.03%46,366CommonNONE
46428Q109SLVISHARES SILVER TR$2.4M0.03%89,365CommonNONE
45783Y244JAJLINNOVATOR ETFS TRUST$2.4M0.03%86,267CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$2.3M0.03%132,761CommonNONE
718546104PSXPHILLIPS 66$2.3M0.03%20,564CommonNONE
291011104EMREMERSON ELEC CO$2.3M0.03%18,833CommonNONE
46435U218SUSLISHARES TR$2.3M0.03%22,546CommonNONE
46434V878ICSHISHARES TR$2.3M0.03%45,977CommonNONE
922908538VOTVANGUARD INDEX FDS$2.3M0.03%9,099CommonNONE
78464A367SPLBSPDR SER TR$2.3M0.03%102,779CommonNONE
922908595VBKVANGUARD INDEX FDS$2.3M0.03%8,143CommonNONE
29250N105ENBENBRIDGE INC$2.2M0.03%52,550CommonNONE
45782C805UAPRINNOVATOR ETFS TRUST$2.2M0.03%72,040CommonNONE
209115104EDCONSOLIDATED EDISON INC$2.2M0.03%24,642CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.2M0.03%3,757CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.1M0.03%35,279CommonNONE
87612E106TGTTARGET CORP$2.1M0.03%15,734CommonNONE
00724F101ADBEADOBE INC$2.1M0.03%4,758CommonNONE
78468R556XOPSPDR SER TR$2.1M0.03%15,887CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$2.1M0.03%63,551CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$2.1M0.03%85,282CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$2.0M0.03%90,174CommonNONE
46435G243SUSBISHARES TR$2.0M0.03%82,389CommonNONE
46429B267GOVTISHARES TR$2.0M0.03%88,091CommonNONE
020002101ALLALLSTATE CORP$2.0M0.03%10,498CommonNONE
33740U612MARMFIRST TR EXCHNG TRADED FD VI$2.0M0.03%65,500CommonNONE
783859101STBAS & T BANCORP INC$2.0M0.03%52,720CommonNONE
45782C243TFJLINNOVATOR ETFS TRUST$2.0M0.03%98,784CommonNONE
30161N101EXCEXELON CORP$1.9M0.03%51,724CommonNONE
45783Y442ZALTINNOVATOR ETFS TRUST$1.9M0.03%64,555CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.9M0.03%16,599CommonNONE
244199105DEDEERE & CO$1.9M0.03%4,443CommonNONE
464289859AOAISHARES TR$1.9M0.03%24,488CommonNONE
097023105BABOEING CO$1.9M0.03%10,592CommonNONE
824348106SHWSHERWIN WILLIAMS CO$1.9M0.03%5,509CommonNONE
464287598IWDISHARES TR$1.9M0.03%10,091CommonNONE
427866108HSYHERSHEY CO$1.8M0.03%10,912CommonNONE
46435G516ESGDISHARES TR$1.8M0.03%23,960CommonNONE
23331A109DHID R HORTON INC$1.8M0.03%13,029CommonNONE
337738108FISVFISERV INC$1.8M0.03%8,822CommonNONE
46435U549EAGGISHARES TR$1.8M0.03%38,998CommonNONE
46435G193SUSCISHARES TR$1.8M0.03%79,217CommonNONE
464289883AOKISHARES TR$1.8M0.03%47,597CommonNONE
30034W106EVRGEVERGY INC$1.8M0.03%28,795CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.8M0.03%19,455CommonNONE
464287481IWPISHARES TR$1.8M0.03%13,908CommonNONE
88579Y101MMM3M CO$1.8M0.03%13,610CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$1.7M0.03%30,148CommonNONE
464288646IGSBISHARES TR$1.7M0.03%33,809CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.7M0.03%23,011CommonNONE
45783Y616APRJINNOVATOR ETFS TRUST$1.7M0.03%70,354CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$1.7M0.03%29,125CommonNONE
45782C300UJANINNOVATOR ETFS TRUST$1.7M0.03%44,120CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.7M0.02%7,531CommonNONE
693718108PCARPACCAR INC$1.7M0.02%16,142CommonNONE
464288281EMBISHARES TR$1.7M0.02%18,826CommonNONE
45782C425UFEBINNOVATOR ETFS TRUST$1.7M0.02%50,058CommonNONE
464287325IXJISHARES TR$1.7M0.02%19,297CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.6M0.02%8,879CommonNONE
464287887IJTISHARES TR$1.6M0.02%12,014CommonNONE
09260D107BXBLACKSTONE INC$1.6M0.02%9,422CommonNONE
36828A101GEVGE VERNOVA INC$1.6M0.02%4,923CommonNONE
974155103WINGWINGSTOP INC$1.6M0.02%5,656CommonNONE
45783Y582JULHINNOVATOR ETFS TRUST$1.6M0.02%64,351CommonNONE
G5960L103MDTMEDTRONIC PLC$1.6M0.02%20,026CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$1.6M0.02%8,644CommonNONE
464287176TIPISHARES TR$1.6M0.02%14,876CommonNONE
02072L607FRDMEA SERIES TRUST$1.6M0.02%48,228CommonNONE
78464A839MDYVSPDR SER TR$1.6M0.02%19,601CommonNONE
872540109TJXTJX COS INC NEW$1.6M0.02%13,001CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$1.6M0.02%41,691CommonNONE
78464A359CWBSPDR SER TR$1.6M0.02%19,901CommonNONE
46434V621DGROISHARES TR$1.5M0.02%25,070CommonNONE
001055102AFLAFLAC INC$1.5M0.02%14,813CommonNONE
464287242LQDISHARES TR$1.5M0.02%14,191CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$1.5M0.02%99,820CommonNONE
45783Y491OCTJINNOVATOR ETFS TRUST$1.5M0.02%62,909CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.5M0.02%11,364CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.5M0.02%7,442CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$1.5M0.02%40,673CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$1.4M0.02%34,822CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$1.4M0.02%12,537CommonNONE
33738R662FICSFIRST TR EXCHANGE-TRADED FD$1.4M0.02%42,149CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.4M0.02%3,005CommonNONE
46138E222IDMOINVESCO EXCH TRADED FD TR II$1.4M0.02%34,564CommonNONE
45783Y525OCTHINNOVATOR ETFS TRUST$1.4M0.02%58,584CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$1.4M0.02%13,310CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$1.4M0.02%32,371CommonNONE
46435U713IFRAISHARES TR$1.4M0.02%29,887CommonNONE
45782C839UJULINNOVATOR ETFS TRUST$1.4M0.02%39,924CommonNONE
00214Q302ARKGARK ETF TR$1.4M0.02%58,467CommonNONE
66538R730LGHNORTHERN LTS FD TR III$1.4M0.02%26,427CommonNONE
512807108LRCXEURLAM RESEARCH CORP$1.4M0.02%18,762CommonNONE
45782C276NJULINNOVATOR ETFS TRUST$1.4M0.02%21,570CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.3M0.02%26,714CommonNONE
45782C888BAPRINNOVATOR ETFS TRUST$1.3M0.02%30,248CommonNONE
45783Y566JULJINNOVATOR ETFS TRUST$1.3M0.02%53,399CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$1.3M0.02%32,818CommonNONE
92204A876VPUVANGUARD WORLD FD$1.3M0.02%8,122CommonNONE
92204A108VCRVANGUARD WORLD FD$1.3M0.02%3,523CommonNONE
78464A300SLYVSPDR SER TR$1.3M0.02%14,975CommonNONE
565788106MARAMARA HOLDINGS INC$1.3M0.02%77,674CommonNONE
66538R748QQHNORTHERN LTS FD TR III$1.3M0.02%19,246CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.3M0.02%40,932CommonNONE
110448107BTIBRITISH AMERN TOB PLC$1.3M0.02%35,139CommonNONE
902653104UDRUDR INC$1.3M0.02%29,387CommonNONE
45782C284KJULINNOVATOR ETFS TRUST$1.3M0.02%43,246CommonNONE
370334104GISGENERAL MLS INC$1.3M0.02%19,950CommonNONE
670100205NVONOVO-NORDISK A S$1.3M0.02%14,785CommonNONE
464288661IEIISHARES TR$1.3M0.02%10,992CommonNONE
37954Y632AIQGLOBAL X FDS$1.3M0.02%32,724CommonNONE
45782C367IAPRINNOVATOR ETFS TRUST$1.3M0.02%47,360CommonNONE
148929102CAVACAVA GROUP INC$1.3M0.02%11,187CommonNONE
45782C730UJUNINNOVATOR ETFS TRUST$1.3M0.02%37,323CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$1.3M0.02%29,531CommonNONE
14020U100CGCVCAPITAL GROUP CONSERVATIVE E$1.2M0.02%47,001CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.2M0.02%17,676CommonNONE
78464A821MDYGSPDR SER TR$1.2M0.02%14,245CommonNONE
911363109URIUNITED RENTALS INC$1.2M0.02%1,749CommonNONE
871829107SYYSYSCO CORP$1.2M0.02%16,101CommonNONE
389930108BTCGBPGRAYSCALE BITCOIN MINI TR BT$1.2M0.02%29,214CommonNONE
30040W108ESEVERSOURCE ENERGY$1.2M0.02%21,206CommonNONE
461202103INTUINTUIT$1.2M0.02%1,932CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.2M0.02%2,330CommonNONE
501044101KRKROGER CO$1.2M0.02%19,797CommonNONE
33740U729BUFZFIRST TR EXCHNG TRADED FD VI$1.2M0.02%50,600CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.2M0.02%4,163CommonNONE
579780206MKCMCCORMICK & CO INC$1.2M0.02%15,823CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$1.2M0.02%34,160CommonNONE
579780107MKC/VMCCORMICK & CO INC$1.2M0.02%15,883CommonNONE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$1.2M0.02%33,195CommonNONE
40412C101HCAHCA HEALTHCARE INC$1.2M0.02%3,995CommonNONE
46434V290SMLFISHARES TR$1.2M0.02%17,712CommonNONE
78464A201SLYGSPDR SER TR$1.2M0.02%13,228CommonNONE
464288679SHVISHARES TR$1.2M0.02%10,824CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.2M0.02%4,688CommonNONE
45782C524IJANINNOVATOR ETFS TRUST$1.2M0.02%39,121CommonNONE
45783Y335AAPRINNOVATOR ETFS TRUST$1.2M0.02%44,742CommonNONE
66987V109NVSNOVARTIS AG$1.2M0.02%11,905CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$1.2M0.02%33,478CommonNONE
233051432HYLBDBX ETF TR$1.2M0.02%32,094CommonNONE
46434V407SHYGISHARES TR$1.2M0.02%27,162CommonNONE
46435U556ARTYISHARES TR$1.2M0.02%31,101CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$1.1M0.02%4,165CommonNONE
33740F672DOCTFIRST TR EXCHNG TRADED FD VI$1.1M0.02%29,040CommonNONE
31428X106FDXFEDEX CORP$1.1M0.02%3,993CommonNONE

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.