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Brookstone Capital Management

Q1 2025 · 13F-HR

Brookstone Capital Managementholdings as filed

Filed 2025-04-29 · accession 0001062993-25-008149

$6.98B
Reported value
1,014
Positions
2025-03-31
Period end
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Holdings as filed

First 500 of 1014

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$198.3M2.84%354,445CommonNONE
46090E103QQQINVESCO QQQ TR$160.3M2.30%341,808CommonNONE
922908744VTVVANGUARD INDEX FDS$153.9M2.21%891,119CommonNONE
922908736VUGVANGUARD INDEX FDS$145.7M2.09%393,036CommonNONE
037833100AAPLAPPLE INC$129.2M1.85%581,748CommonNONE
464287200IVVISHARES TR$103.2M1.48%183,632CommonNONE
67066G104NVDANVIDIA CORPORATION$99.5M1.43%917,836CommonNONE
46429B697USMVISHARES TR$92.0M1.32%982,584CommonNONE
66537J606BAMGNORTHERN LTS FD TR IV$90.2M1.29%2,823,845CommonNONE
464287655IWMISHARES TR$89.9M1.29%450,714CommonNONE
66537J507BAMDNORTHERN LTS FD TR IV$88.5M1.27%2,742,567CommonNONE
66537J705BAMVNORTHERN LTS FD TR IV$86.1M1.23%2,757,018CommonNONE
023135106AMZNAMAZON COM INC$84.8M1.22%445,783CommonNONE
47103U845JAAAJANUS DETROIT STR TR$83.6M1.20%1,647,997CommonNONE
45782C532UDECINNOVATOR ETFS TRUST$81.2M1.16%2,367,341CommonNONE
594918104MSFTMICROSOFT CORP$77.9M1.12%207,623CommonNONE
92189F643MOATVANECK ETF TRUST$77.1M1.11%876,551CommonNONE
464287226AGGISHARES TR$70.5M1.01%712,489CommonNONE
66537J887BAMUNORTHERN LTS FD TR IV$66.3M0.95%2,620,198CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$60.0M0.86%309,075CommonNONE
66537J804BAMBNORTHERN LTS FD TR IV$58.8M0.84%2,246,415CommonNONE
74348A467NOBLPROSHARES TR$57.4M0.82%561,583CommonNONE
45782C565UNOVINNOVATOR ETFS TRUST$56.0M0.80%1,648,631CommonNONE
45782C300UJANINNOVATOR ETFS TRUST$55.1M0.79%1,444,403CommonNONE
45782C821UOCTINNOVATOR ETFS TRUST$54.8M0.79%1,585,729CommonNONE
45782C425UFEBINNOVATOR ETFS TRUST$54.6M0.78%1,686,095CommonNONE
922908363VOOVANGUARD INDEX FDS$51.8M0.74%100,761CommonNONE
02079K305GOOGLALPHABET INC$49.2M0.70%317,991CommonNONE
46434V860TFLOISHARES TR$48.6M0.70%958,599CommonNONE
78468R663BILSPDR SER TR$47.5M0.68%517,565CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$46.2M0.66%618,922CommonNONE
78464A854SPYMSPDR SER TR$45.5M0.65%691,446CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$45.4M0.65%794,178CommonNONE
78463V107GLDSPDR GOLD TR$40.2M0.58%139,469CommonNONE
09661T602BKAGBNY MELLON ETF TRUST$40.1M0.57%950,881CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$39.2M0.56%771,567CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$38.7M0.55%223,219CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$37.8M0.54%973,543CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$37.6M0.54%999,404CommonNONE
66537J879BAMANORTHERN LTS FD TR IV$36.9M0.53%1,237,141CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$36.2M0.52%1,010,380CommonNONE
66537J853BAMYNORTHERN LTS FD TR IV$35.3M0.51%1,341,657CommonNONE
66537J861BAMONORTHERN LTS FD TR IV$35.0M0.50%1,190,120CommonNONE
88160R101TSLATESLA INC$34.8M0.50%134,224CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$34.3M0.49%826,246CommonNONE
46436E718SGOVISHARES TR$34.2M0.49%340,079CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$33.6M0.48%903,612CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$33.2M0.48%1,116,749CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$32.0M0.46%1,142,979CommonNONE
26922B105MSTBETF SER SOLUTIONS$31.5M0.45%976,192CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$31.5M0.45%690,361CommonNONE
30303M102METAMETA PLATFORMS INC$31.4M0.45%54,518CommonNONE
37954Y475XYLDGLOBAL X FDS$30.9M0.44%782,703CommonNONE
46138G888TBLLINVESCO EXCH TRADED FD TR II$30.8M0.44%291,456CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$30.3M0.43%1,463,425CommonNONE
46432F339QUALISHARES TR$30.2M0.43%176,665CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$30.0M0.43%1,541,556CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$30.0M0.43%1,531,447CommonNONE
532457108LLYELI LILLY & CO$30.0M0.43%36,296CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$30.0M0.43%510,329CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$29.4M0.42%1,445,120CommonNONE
30231G102XOMEXXON MOBIL CORP$28.7M0.41%241,134CommonNONE
26922A388DRSKETF SER SOLUTIONS$28.7M0.41%1,051,498CommonNONE
464288588MBBISHARES TR$27.3M0.39%290,653CommonNONE
46434V613IUSBISHARES TR$27.1M0.39%588,526CommonNONE
092528504CLOABLACKROCK ETF TRUST II$25.9M0.37%499,833CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$25.3M0.36%71,676CommonNONE
45782C557BDECINNOVATOR ETFS TRUST$24.9M0.36%595,448CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$24.2M0.35%1,305,358CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$24.1M0.35%98,194CommonNONE
580135101MCDMCDONALDS CORP$23.7M0.34%76,012CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$23.5M0.34%499,964CommonNONE
45782C433BFEBINNOVATOR ETFS TRUST$23.3M0.33%561,526CommonNONE
025816109AXPAMERICAN EXPRESS CO$22.8M0.33%84,916CommonNONE
78463X202FEZSPDR INDEX SHS FDS$22.8M0.33%418,436CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$22.6M0.32%484,754CommonNONE
45782C771BOCTINNOVATOR ETFS TRUST$22.3M0.32%529,915CommonNONE
78464A409SPYGSPDR SER TR$22.2M0.32%276,261CommonNONE
45782C581BNOVINNOVATOR ETFS TRUST$22.0M0.32%577,180CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$22.0M0.32%412,775CommonNONE
931142103WMTWALMART INC$21.9M0.31%249,194CommonNONE
37954Y483QYLDGLOBAL X FDS$21.7M0.31%1,307,458CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$21.5M0.31%437,877CommonNONE
46435G425ESGUISHARES TR$21.3M0.31%175,040CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$21.2M0.30%343,519CommonNONE
46429B689EFAVISHARES TR$20.9M0.30%268,860CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$20.8M0.30%39,083CommonNONE
922908751VBVANGUARD INDEX FDS$20.3M0.29%91,660CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$20.3M0.29%197,546CommonNONE
46432F834IXUSISHARES TR$20.0M0.29%286,353CommonNONE
464287309IVWISHARES TR$19.5M0.28%210,340CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$19.1M0.27%609,619CommonNONE
166764100CVXCHEVRON CORP NEW$19.0M0.27%113,781CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$18.8M0.27%753,926CommonNONE
464287689IWVISHARES TR$18.4M0.26%57,953CommonNONE
00206R102TAT&T INC$18.4M0.26%650,723CommonNONE
149123101CATCATERPILLAR INC$18.4M0.26%55,711CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$17.8M0.26%393,238CommonNONE
464285204IAUISHARES GOLD TR$17.5M0.25%296,983CommonNONE
922907746VTEBVANGUARD MUN BD FDS$17.4M0.25%351,255CommonNONE
464289438IWYISHARES TR$17.3M0.25%81,927CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$17.1M0.25%385,681CommonNONE
00287Y109ABBVABBVIE INC$16.8M0.24%80,066CommonNONE
464287440IEFISHARES TR$16.7M0.24%175,624CommonNONE
78464A508SPYVSPDR SER TR$16.5M0.24%323,296CommonNONE
464287408IVEISHARES TR$16.3M0.23%85,690CommonNONE
464287432TLTISHARES TR$16.1M0.23%176,467CommonNONE
92189H748CLOIVANECK ETF TRUST$15.8M0.23%299,903CommonNONE
464287150ITOTISHARES TR$15.6M0.22%128,245CommonNONE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$15.5M0.22%409,444CommonNONE
031162100AMGNAMGEN INC$15.5M0.22%49,752CommonNONE
92826C839VVISA INC$15.4M0.22%43,830CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$15.3M0.22%16,193CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$14.8M0.21%304,203CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$14.8M0.21%121,572CommonNONE
68389X105ORCLORACLE CORP$14.7M0.21%105,285CommonNONE
26922B733MSTQETF SER SOLUTIONS$14.6M0.21%488,075CommonNONE
539830109LMTLOCKHEED MARTIN CORP$14.6M0.21%32,607CommonNONE
72201R833MINTPIMCO ETF TR$14.6M0.21%144,750CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$14.5M0.21%287,391CommonNONE
038222105AMATAPPLIED MATLS INC$14.4M0.21%99,428CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$14.2M0.20%313,048CommonNONE
47103U852JMBSJANUS DETROIT STR TR$14.1M0.20%311,827CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$13.9M0.20%375,242CommonNONE
26922B642JUCYETF SER SOLUTIONS$13.8M0.20%604,474CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$13.8M0.20%126,279CommonNONE
75513E101RTXRTX CORPORATION$13.8M0.20%104,088CommonNONE
46284V101IRMIRON MTN INC DEL$13.6M0.20%158,221CommonNONE
375558103GILDGILEAD SCIENCES INC$13.4M0.19%119,440CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$13.4M0.19%645,534CommonNONE
92939U106WECWEC ENERGY GROUP INC$13.4M0.19%122,609CommonNONE
921937827BSVVANGUARD BD INDEX FDS$13.3M0.19%170,110CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$13.1M0.19%119,468CommonNONE
49456B101KMIKINDER MORGAN INC DEL$13.1M0.19%459,486CommonNONE
281020107EIXEDISON INTL$12.7M0.18%214,949CommonNONE
22822V101CCICROWN CASTLE INC$12.6M0.18%120,881CommonNONE
756109104OREALTY INCOME CORP$12.6M0.18%217,115CommonNONE
494368103KMBKIMBERLY-CLARK CORP$12.5M0.18%88,171CommonNONE
205887102CAGCONAGRA BRANDS INC$12.5M0.18%466,991CommonNONE
260557103DOWDOW INC$12.4M0.18%355,263CommonNONE
81762P102NOWSERVICENOW INC$12.3M0.18%15,447CommonNONE
79466L302CRMSALESFORCE INC$12.3M0.18%45,731CommonNONE
345370860FFORD MTR CO$12.2M0.18%1,220,496CommonNONE
30040W108ESEVERSOURCE ENERGY$12.2M0.18%196,903CommonNONE
478160104JNJJOHNSON & JOHNSON$12.2M0.17%73,544CommonNONE
302491303FMCFMC CORP$12.1M0.17%287,798CommonNONE
744320102PRUPRUDENTIAL FINL INC$11.8M0.17%105,870CommonNONE
89832Q109TFCTRUIST FINL CORP$11.8M0.17%286,750CommonNONE
25746U109DDOMINION ENERGY INC$11.8M0.17%210,393CommonNONE
427866108HSYHERSHEY CO$11.8M0.17%68,828CommonNONE
697435105PANWPALO ALTO NETWORKS INC$11.7M0.17%68,813CommonNONE
437076102HDHOME DEPOT INC$11.6M0.17%31,676CommonNONE
500754106KHCKRAFT HEINZ CO$11.5M0.17%378,951CommonNONE
370334104GISGENERAL MLS INC$11.5M0.16%192,568CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$11.4M0.16%112,961CommonNONE
922908769VTIVANGUARD INDEX FDS$11.4M0.16%41,347CommonNONE
81752T528CLOZSERIES PORTFOLIOS TR$11.2M0.16%421,493CommonNONE
902973304USBUS BANCORP DEL$11.1M0.16%263,793CommonNONE
194162103CLCOLGATE PALMOLIVE CO$11.1M0.16%118,439CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$10.9M0.16%539,713CommonNONE
254687106DISDISNEY WALT CO$10.8M0.16%109,650CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$10.8M0.15%31,271CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$10.8M0.15%716,902CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$10.7M0.15%147,516CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$10.6M0.15%21,389CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$10.4M0.15%53,961CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$10.4M0.15%40,932CommonNONE
921937819BIVVANGUARD BD INDEX FDS$10.3M0.15%135,140CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$10.1M0.15%278,048CommonNONE
46090A721ICLOINVESCO ACTIVELY MANAGED EXC$10.1M0.14%395,039CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$10.0M0.14%67,186CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$10.0M0.14%77,333CommonNONE
040413205ANETARISTA NETWORKS INC$9.9M0.14%127,995CommonNONE
760759100RSGREPUBLIC SVCS INC$9.9M0.14%40,947CommonNONE
464287457SHYISHARES TR$9.9M0.14%119,283CommonNONE
464286533EEMVISHARES INC$9.9M0.14%169,009CommonNONE
191216100KOCOCA COLA CO$9.9M0.14%137,608CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$9.8M0.14%107,202CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$9.8M0.14%212,975CommonNONE
842587107SOSOUTHERN CO$9.8M0.14%106,879CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$9.8M0.14%199,750CommonNONE
40434L105HPQHP INC$9.7M0.14%348,803CommonNONE
742718109PGPROCTER AND GAMBLE CO$9.6M0.14%56,522CommonNONE
46429B747STIPISHARES TR$9.5M0.14%91,594CommonNONE
47103U753JBBBJANUS DETROIT STR TR$9.4M0.13%193,542CommonNONE
921937835BNDVANGUARD BD INDEX FDS$9.3M0.13%127,236CommonNONE
464288414MUBISHARES TR$9.3M0.13%88,564CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$9.3M0.13%236,438CommonNONE
464287804IJRISHARES TR$9.2M0.13%88,294CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$9.2M0.13%6,440CommonNONE
922908553VNQVANGUARD INDEX FDS$9.1M0.13%100,501CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$8.7M0.13%16,365CommonNONE
21036P108STZCONSTELLATION BRANDS INC$8.7M0.12%47,414CommonNONE
464288877EFVISHARES TR$8.6M0.12%146,686CommonNONE
74347R107SSOPROSHARES TR$8.6M0.12%104,116CommonNONE
74762E102QUREQUANTA SVCS INC$8.6M0.12%33,825CommonNONE
747525103QCOMQUALCOMM INC$8.4M0.12%54,824CommonNONE
11135F101AVGOBROADCOM INC$8.4M0.12%49,919CommonNONE
46436E866ISHARES TR$8.3M0.12%354,788CommonNONE
654106103NKENIKE INC$8.3M0.12%130,595CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$8.3M0.12%176,569CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$8.2M0.12%126,201CommonNONE
45783Y731BSTPINNOVATOR ETFS TRUST$8.1M0.12%251,319CommonNONE
052769106ADSKAUTODESK INC$8.1M0.12%31,030CommonNONE
35473P801FLQLFRANKLIN TEMPLETON ETF TR$8.0M0.11%141,903CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$8.0M0.11%10CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$7.9M0.11%158,095CommonNONE
517834107LVSLAS VEGAS SANDS CORP$7.9M0.11%203,701CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$7.7M0.11%308,791CommonNONE
464288158SUBISHARES TR$7.7M0.11%73,111CommonNONE
37954Y459RYLDGLOBAL X FDS$7.7M0.11%510,183CommonNONE
02079K107GOOGALPHABET INC$7.6M0.11%48,868CommonNONE
369550108GDGENERAL DYNAMICS CORP$7.6M0.11%27,943CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$7.6M0.11%127,146CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$7.6M0.11%200,847CommonNONE
713448108PEPPEPSICO INC$7.4M0.11%49,404CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$7.4M0.11%342,943CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$7.3M0.11%183,924CommonNONE
46432F396MTUMISHARES TR$7.2M0.10%35,399CommonNONE
64110L106NFLXNETFLIX INC$7.1M0.10%7,584CommonNONE
94106L109WMWASTE MGMT INC DEL$7.0M0.10%30,240CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$7.0M0.10%245,923CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$7.0M0.10%13,291CommonNONE
02209S103MOALTRIA GROUP INC$6.9M0.10%114,508CommonNONE
253868103DLRDIGITAL RLTY TR INC$6.8M0.10%47,697CommonNONE
58933Y105MRKMERCK & CO INC$6.8M0.10%76,073CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$6.7M0.10%147,394CommonNONE
72201R585PYLDPIMCO ETF TR$6.6M0.10%252,344CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$6.2M0.09%86,512CommonNONE
00214Q104ARKKARK ETF TR$6.2M0.09%130,253CommonNONE
882508104TXNTEXAS INSTRS INC$6.1M0.09%34,033CommonNONE
98149E303GLDMWORLD GOLD TR$6.1M0.09%98,325CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$6.0M0.09%168,276CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$5.9M0.08%223,030CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$5.9M0.08%429,956CommonNONE
92204A702VGTVANGUARD WORLD FD$5.9M0.08%10,803CommonNONE
464288885EFGISHARES TR$5.8M0.08%58,476CommonNONE
58155Q103MCKMCKESSON CORP$5.8M0.08%8,688CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$5.7M0.08%148,978CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$5.5M0.08%124,874CommonNONE
464288687PFFISHARES TR$5.4M0.08%175,592CommonNONE
682680103OKEONEOK INC NEW$5.4M0.08%54,160CommonNONE
548661107LOWLOWES COS INC$5.4M0.08%22,967CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$5.3M0.08%64,987CommonNONE
G54950103LINLINDE PLC$5.3M0.08%11,378CommonNONE
464287721IYWISHARES TR$5.3M0.08%37,634CommonNONE
46138E644IPKWINVESCO EXCH TRADED FD TR II$5.2M0.07%113,912CommonNONE
097023105BABOEING CO$5.2M0.07%30,227CommonNONE
464287630IWNISHARES TR$5.1M0.07%33,885CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$5.1M0.07%193,206CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$5.1M0.07%218,196CommonNONE
46434G103IEMGISHARES INC$5.0M0.07%91,793CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$4.9M0.07%426,449CommonNONE
126650100CVSCVS HEALTH CORP$4.9M0.07%72,895CommonNONE
071813109BAXBAXTER INTL INC$4.9M0.07%143,155CommonNONE
132061201SYLDCAMBRIA ETF TR$4.9M0.07%76,604CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$4.8M0.07%103,780CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$4.8M0.07%52,215CommonNONE
092528603BINCBLACKROCK ETF TRUST II$4.8M0.07%90,759CommonNONE
46434V381XTISHARES TR$4.7M0.07%82,198CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$4.7M0.07%22,868CommonNONE
92204A207VDCVANGUARD WORLD FD$4.6M0.07%21,246CommonNONE
02072L565BOXXEA SERIES TRUST$4.6M0.07%41,281CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$4.6M0.07%88,837CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$4.6M0.07%49,118CommonNONE
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921937793BLVVANGUARD BD INDEX FDS$4.6M0.07%64,884CommonNONE
57636Q104MAMASTERCARD INCORPORATED$4.5M0.07%8,292CommonNONE
464287507IJHISHARES TR$4.5M0.07%77,826CommonNONE
29273V100ETENERGY TRANSFER L P$4.5M0.07%244,204CommonNONE
060505104BACBANK AMERICA CORP$4.5M0.06%107,754CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$4.4M0.06%17,430CommonNONE
438516106HONHONEYWELL INTL INC$4.4M0.06%20,910CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.4M0.06%17,795CommonNONE
002824100ABTABBOTT LABS$4.4M0.06%33,221CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$4.4M0.06%128,334CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$4.4M0.06%58,819CommonNONE
45784N858ZDEKINNOVATOR ETFS TRUST$4.3M0.06%181,652CommonNONE
464288653TLHISHARES TR$4.3M0.06%41,359CommonNONE
369604301GEGE AEROSPACE$4.3M0.06%21,325CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$4.3M0.06%106,173CommonNONE
036752103ELVELEVANCE HEALTH INC$4.3M0.06%9,793CommonNONE
00724F101ADBEADOBE INC$4.2M0.06%11,046CommonNONE
808513105SCHWSCHWAB CHARLES CORP$4.2M0.06%54,061CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$4.2M0.06%13,836CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$4.2M0.06%213,376CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$4.2M0.06%82,523CommonNONE
294429105EFXEQUIFAX INC$4.2M0.06%17,245CommonNONE
594972408MSTRMICROSTRATEGY INC$4.2M0.06%14,557CommonNONE
46434G764EMXCISHARES INC$4.2M0.06%75,993CommonNONE
00214Q203ARKQARK ETF TR$4.2M0.06%62,984CommonNONE
49177J102KVUEKENVUE INC$4.2M0.06%173,679CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$4.2M0.06%40,270CommonNONE
921910816MGKVANGUARD WORLD FD$4.1M0.06%13,387CommonNONE
718172109PMPHILIP MORRIS INTL INC$4.1M0.06%26,045CommonNONE
922908629VOVANGUARD INDEX FDS$4.1M0.06%15,954CommonNONE
075887109BDXBECTON DICKINSON & CO$4.1M0.06%17,850CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.0M0.06%8,128CommonNONE
172967424CCITIGROUP INC$4.0M0.06%56,674CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$4.0M0.06%24,215CommonNONE
45782C672UAUGINNOVATOR ETFS TRUST$4.0M0.06%115,615CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$4.0M0.06%40,281CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4.0M0.06%27,245CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$3.9M0.06%163,811CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$3.9M0.06%60,292CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$3.9M0.06%30,007CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$3.9M0.06%61,601CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$3.9M0.06%11,714CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$3.9M0.06%40,190CommonNONE
G29183103ETNEATON CORP PLC$3.9M0.06%14,225CommonNONE
69374H881COWZPACER FDS TR$3.9M0.06%70,427CommonNONE
464287614IWFISHARES TR$3.8M0.05%10,581CommonNONE
701094104PHPARKER-HANNIFIN CORP$3.8M0.05%6,255CommonNONE
464288802SUSAISHARES TR$3.8M0.05%33,069CommonNONE
46429B655FLOTISHARES TR$3.7M0.05%71,852CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$3.7M0.05%6,699CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$3.6M0.05%44,493CommonNONE
23331A109DHID R HORTON INC$3.6M0.05%28,508CommonNONE
464289875AOMISHARES TR$3.6M0.05%81,636CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$3.6M0.05%8,458CommonNONE
34959J108FTVFORTIVE CORP$3.5M0.05%48,396CommonNONE
69344A107PULSPGIM ETF TR$3.5M0.05%70,796CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$3.5M0.05%143,193CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$3.5M0.05%97,136CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$3.4M0.05%6,640CommonNONE
464287101OEFISHARES TR$3.4M0.05%12,432CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$3.3M0.05%84,729CommonNONE
464286525ACWVISHARES INC$3.3M0.05%28,390CommonNONE
46138E222IDMOINVESCO EXCH TRADED FD TR II$3.3M0.05%74,421CommonNONE
464289867AORISHARES TR$3.3M0.05%56,744CommonNONE
92204A504VHTVANGUARD WORLD FD$3.1M0.04%11,841CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$3.1M0.04%87,317CommonNONE
872590104TMUST-MOBILE US INC$3.0M0.04%11,269CommonNONE
907818108UNPUNION PAC CORP$3.0M0.04%12,699CommonNONE
921909768VXUSVANGUARD STAR FDS$3.0M0.04%48,295CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$3.0M0.04%71,433CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$3.0M0.04%37,043CommonNONE
45782C474KJANINNOVATOR ETFS TRUST$3.0M0.04%83,406CommonNONE
33740U810XSEPFIRST TR EXCHNG TRADED FD VI$3.0M0.04%76,789CommonNONE
78468R622JNKSPDR SER TR$3.0M0.04%31,144CommonNONE
717081103PFEPFIZER INC$3.0M0.04%116,746CommonNONE
30161N101EXCEXELON CORP$2.9M0.04%63,371CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.9M0.04%40,630CommonNONE
69374H568PSFFPACER FDS TR$2.9M0.04%100,413CommonNONE
46435U853USHYISHARES TR$2.8M0.04%76,719CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2.8M0.04%16,041CommonNONE
09260D107BXBLACKSTONE INC$2.8M0.04%20,043CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$2.8M0.04%56,168CommonNONE
00214Q401ARKWARK ETF TR$2.8M0.04%29,457CommonNONE
209115104EDCONSOLIDATED EDISON INC$2.8M0.04%25,120CommonNONE
46431W507NEARISHARES U S ETF TR$2.8M0.04%54,561CommonNONE
78468R606SPHYSPDR SER TR$2.8M0.04%118,324CommonNONE
46428Q109SLVISHARES SILVER TR$2.8M0.04%89,130CommonNONE
00326A104SGOLETFS GOLD TR$2.7M0.04%91,903CommonNONE
595112103MUMICRON TECHNOLOGY INC$2.7M0.04%31,537CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$2.7M0.04%46,488CommonNONE
16411R208LNGCHENIERE ENERGY INC$2.7M0.04%11,729CommonNONE
45784N825TJANINNOVATOR ETFS TRUST$2.7M0.04%106,435CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$2.7M0.04%19,748CommonNONE
45783Y244JAJLINNOVATOR ETFS TRUST$2.6M0.04%97,055CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$2.6M0.04%83,460CommonNONE
855244109SBUXSTARBUCKS CORP$2.6M0.04%26,358CommonNONE
25754A201DPZDOMINOS PIZZA INC$2.6M0.04%5,601CommonNONE
704326107PAYXPAYCHEX INC$2.6M0.04%16,643CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.5M0.04%12,183CommonNONE
65339F101NEENEXTERA ENERGY INC$2.5M0.04%35,757CommonNONE
45783Y541TJULINNOVATOR ETFS TRUST$2.5M0.04%89,852CommonNONE
922908538VOTVANGUARD INDEX FDS$2.5M0.04%10,283CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$2.5M0.04%142,790CommonNONE
45784N601AOCTINNOVATOR ETFS TRUST$2.5M0.04%100,484CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$2.5M0.04%111,948CommonNONE
617446448MSMORGAN STANLEY$2.5M0.04%21,103CommonNONE
032108664HACKAMPLIFY ETF TR$2.5M0.04%34,193CommonNONE
718546104PSXPHILLIPS 66$2.4M0.03%19,516CommonNONE
46434V803HEFAISHARES TR$2.4M0.03%66,021CommonNONE
911363109URIUNITED RENTALS INC$2.4M0.03%3,821CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.4M0.03%38,769CommonNONE
33740U828YSEPFIRST TR EXCHNG TRADED FD VI$2.4M0.03%103,854CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$2.3M0.03%11,644CommonNONE
35137L105FOXAFOX CORP$2.3M0.03%41,268CommonNONE
78464A839MDYVSPDR SER TR$2.3M0.03%30,110CommonNONE
92189F676SMHVANECK ETF TRUST$2.3M0.03%10,912CommonNONE
46432F842IEFAISHARES TR$2.3M0.03%30,452CommonNONE
235851102DHRDANAHER CORPORATION$2.3M0.03%11,080CommonNONE
29250N105ENBENBRIDGE INC$2.3M0.03%51,027CommonNONE
12572Q105CMECME GROUP INC$2.2M0.03%8,413CommonNONE
020002101ALLALLSTATE CORP$2.2M0.03%10,769CommonNONE
78464A367SPLBSPDR SER TR$2.2M0.03%98,465CommonNONE
33740U612MARMFIRST TR EXCHNG TRADED FD VI$2.2M0.03%70,534CommonNONE
922908512VOEVANGUARD INDEX FDS$2.2M0.03%13,724CommonNONE
17275R102CSCOCISCO SYS INC$2.2M0.03%35,308CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$2.2M0.03%37,586CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$2.1M0.03%24,954CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$2.1M0.03%11,551CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$2.1M0.03%13,221CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.1M0.03%26,262CommonNONE
464288281EMBISHARES TR$2.1M0.03%22,705CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$2.1M0.03%61,363CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$2.0M0.03%34,492CommonNONE
244199105DEDEERE & CO$2.0M0.03%4,356CommonNONE
45782C805UAPRINNOVATOR ETFS TRUST$2.0M0.03%68,276CommonNONE
45783Y442ZALTINNOVATOR ETFS TRUST$2.0M0.03%68,407CommonNONE
00214Q708ARKFARK ETF TR$2.0M0.03%61,165CommonNONE
05722G100BKRBAKER HUGHES COMPANY$2.0M0.03%46,154CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$2.0M0.03%43,889CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$2.0M0.03%10,225CommonNONE
78464A300SLYVSPDR SER TR$2.0M0.03%25,610CommonNONE
30034W106EVRGEVERGY INC$2.0M0.03%29,071CommonNONE
695156109PKGPACKAGING CORP AMER$2.0M0.03%10,086CommonNONE
78464A821MDYGSPDR SER TR$2.0M0.03%25,121CommonNONE
72201R775BONDPIMCO ETF TR$2.0M0.03%21,550CommonNONE
46435G243SUSBISHARES TR$2.0M0.03%79,553CommonNONE
337738108FISVFISERV INC$2.0M0.03%8,987CommonNONE
78464A201SLYGSPDR SER TR$2.0M0.03%23,753CommonNONE
46434V878ICSHISHARES TR$2.0M0.03%38,581CommonNONE
783859101STBAS & T BANCORP INC$2.0M0.03%52,720CommonNONE
78468R556XOPSPDR SER TR$1.9M0.03%14,699CommonNONE
88033G407THCTENET HEALTHCARE CORP$1.9M0.03%14,282CommonNONE
001055102AFLAFLAC INC$1.9M0.03%17,024CommonNONE
46435U218SUSLISHARES TR$1.9M0.03%19,640CommonNONE
464287598IWDISHARES TR$1.9M0.03%9,981CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$1.9M0.03%122,963CommonNONE
824348106SHWSHERWIN WILLIAMS CO$1.9M0.03%5,338CommonNONE
55336V100MPLXMPLX LP$1.9M0.03%34,794CommonNONE
46429B267GOVTISHARES TR$1.9M0.03%80,745CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.9M0.03%21,963CommonNONE
46435G516ESGDISHARES TR$1.8M0.03%22,453CommonNONE
464287325IXJISHARES TR$1.8M0.03%20,103CommonNONE
88579Y101MMM3M CO$1.8M0.03%12,451CommonNONE
G5960L103MDTMEDTRONIC PLC$1.8M0.03%20,263CommonNONE
922908595VBKVANGUARD INDEX FDS$1.8M0.03%7,159CommonNONE
46435U549EAGGISHARES TR$1.8M0.03%37,906CommonNONE
46435G193SUSCISHARES TR$1.8M0.03%77,088CommonNONE
464289859AOAISHARES TR$1.8M0.03%22,892CommonNONE
71424F105PRPERMIAN RESOURCES CORP$1.7M0.02%125,855CommonNONE
464288646IGSBISHARES TR$1.7M0.02%33,112CommonNONE
92891H606UVIXVS TRUST$1.7M0.02%46,557CommonNONE
29084Q100EMEEMCOR GROUP INC$1.7M0.02%4,609CommonNONE
969457100WMBWILLIAMS COS INC$1.7M0.02%28,412CommonNONE
45782C649USEPINNOVATOR ETFS TRUST$1.7M0.02%48,737CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$1.7M0.02%14,371CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$1.7M0.02%66,740CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$1.7M0.02%39,829CommonNONE
693718108PCARPACCAR INC$1.6M0.02%16,808CommonNONE
35473P439INCMFRANKLIN TEMPLETON ETF TR$1.6M0.02%61,236CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.6M0.02%7,363CommonNONE
70202L102PSNPARSONS CORP DEL$1.6M0.02%26,967CommonNONE
45783Y616APRJINNOVATOR ETFS TRUST$1.6M0.02%64,805CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.6M0.02%5,282CommonNONE
291011104EMREMERSON ELEC CO$1.5M0.02%14,069CommonNONE
36828A101GEVGE VERNOVA INC$1.5M0.02%5,044CommonNONE
380237107GDDYGODADDY INC$1.5M0.02%8,376CommonNONE
45782C391BMARINNOVATOR ETFS TRUST$1.5M0.02%32,885CommonNONE
464288661IEIISHARES TR$1.5M0.02%12,673CommonNONE
92189F106GDXVANECK ETF TRUST$1.5M0.02%32,419CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$1.5M0.02%101,582CommonNONE
872540109TJXTJX COS INC NEW$1.5M0.02%12,166CommonNONE
87612E106TGTTARGET CORP$1.5M0.02%14,190CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$1.5M0.02%4,798CommonNONE
45783Y491OCTJINNOVATOR ETFS TRUST$1.5M0.02%61,925CommonNONE
14020Y888CGUICAPITAL GRP FIXED INCM ETF T$1.5M0.02%57,903CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$1.5M0.02%13,240CommonNONE
46434V621DGROISHARES TR$1.5M0.02%23,479CommonNONE
464287242LQDISHARES TR$1.4M0.02%13,335CommonNONE
501044101KRKROGER CO$1.4M0.02%21,408CommonNONE
464287176TIPISHARES TR$1.4M0.02%13,040CommonNONE
110448107BTIBRITISH AMERN TOB PLC$1.4M0.02%34,973CommonNONE
37954Y632AIQGLOBAL X FDS$1.4M0.02%39,592CommonNONE
46436E858IBTGISHARES TR$1.4M0.02%62,769CommonNONE
78464A359CWBSPDR SER TR$1.4M0.02%18,494CommonNONE
464287887IJTISHARES TR$1.4M0.02%11,273CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.4M0.02%8,437CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$1.4M0.02%14,942CommonNONE
464287481IWPISHARES TR$1.4M0.02%11,764CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$1.4M0.02%37,415CommonNONE
45783Y525OCTHINNOVATOR ETFS TRUST$1.4M0.02%57,439CommonNONE
66987V109NVSNOVARTIS AG$1.4M0.02%12,127CommonNONE
233051200DBEFDBX ETF TR$1.3M0.02%30,952CommonNONE
33738R662FICSFIRST TR EXCHANGE TRADED FD$1.3M0.02%36,532CommonNONE
20825C104COPCONOCOPHILLIPS$1.3M0.02%12,714CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$1.3M0.02%34,666CommonNONE
902653104UDRUDR INC$1.3M0.02%29,463CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.3M0.02%38,857CommonNONE
579780206MKCMCCORMICK & CO INC$1.3M0.02%16,084CommonNONE
45783Y582JULHINNOVATOR ETFS TRUST$1.3M0.02%53,241CommonNONE
56585A102MPCMARATHON PETE CORP$1.3M0.02%9,070CommonNONE
69374H709GCOWPACER FDS TR$1.3M0.02%35,455CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.3M0.02%4,194CommonNONE
26923N827ETF OPPORTUNITIES TRUST$1.3M0.02%311,350CommonNONE
45782C367IAPRINNOVATOR ETFS TRUST$1.3M0.02%47,412CommonNONE
66538R730LGHNORTHERN LTS FD TR III$1.3M0.02%27,034CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.3M0.02%35,371CommonNONE
37733W204GSKGSK PLC$1.3M0.02%33,590CommonNONE
579780107MKC/VMCCORMICK & CO INC$1.3M0.02%15,683CommonNONE
92647N527UITBVICTORY PORTFOLIOS II$1.3M0.02%27,399CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$1.3M0.02%21,360CommonNONE
40412C101HCAHCA HEALTHCARE INC$1.3M0.02%3,716CommonNONE
512807306LRCXLAM RESEARCH CORP$1.3M0.02%17,619CommonNONE
14149Y108CAHCARDINAL HEALTH INC$1.3M0.02%9,196CommonNONE
92204A876VPUVANGUARD WORLD FD$1.3M0.02%7,356CommonNONE

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.