MondegarAI
Independent Advisor Alliance

Q1 2025 · 13F-HR

Independent Advisor Allianceholdings as filed

Filed 2025-05-12 · accession 0001062993-25-009080

$3.03B
Reported value
813
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 813

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$213.3M7.05%960,370CommonNONE
67066G104NVDANVIDIA CORPORATION$183.4M6.06%1,692,087CommonNONE
03076K108ABCBAMERIS BANCORP$143.4M4.73%2,490,408CommonNONE
594918104MSFTMICROSOFT CORP$121.4M4.01%323,518CommonNONE
023135106AMZNAMAZON COM INC$113.3M3.74%595,371CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$51.7M1.71%97,063CommonNONE
30303M102METAMETA PLATFORMS INC$49.5M1.63%85,862CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$45.5M1.50%185,379CommonNONE
02079K305GOOGLALPHABET INC$42.5M1.41%275,125CommonNONE
02079K107GOOGALPHABET INC$41.5M1.37%265,812CommonNONE
437076102HDHOME DEPOT INC$40.6M1.34%110,871CommonNONE
30231G102XOMEXXON MOBIL CORP$38.7M1.28%325,158CommonNONE
532457108LLYELI LILLY & CO$36.5M1.20%44,147CommonNONE
11135F101AVGOBROADCOM INC$34.3M1.13%205,115CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$33.1M1.09%34,974CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$30.0M0.99%292,200CommonNONE
191216100KOCOCA COLA CO$29.7M0.98%414,525CommonNONE
78463V107GLDSPDR GOLD TR$29.6M0.98%102,688CommonNONE
88160R101TSLATESLA INC$29.6M0.98%114,143CommonNONE
931142103WMTWALMART INC$29.3M0.97%334,211CommonNONE
92826C839VVISA INC$28.5M0.94%81,404CommonNONE
64110L106NFLXNETFLIX INC$24.9M0.82%26,720CommonNONE
00287Y109ABBVABBVIE INC$24.2M0.80%115,483CommonNONE
742718109PGPROCTER AND GAMBLE CO$23.5M0.78%138,024CommonNONE
580135101MCDMCDONALDS CORP$20.5M0.68%65,586CommonNONE
166764100CVXCHEVRON CORP NEW$20.4M0.67%121,949CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$17.9M0.59%34,253CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$17.7M0.59%71,263CommonNONE
594972408MSTRMICROSTRATEGY INC$16.8M0.55%58,108CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$16.5M0.54%135,059CommonNONE
172908105CTASCINTAS CORP$16.3M0.54%79,378CommonNONE
478160104JNJJOHNSON & JOHNSON$15.9M0.53%96,029CommonNONE
713448108PEPPEPSICO INC$15.9M0.52%105,806CommonNONE
57636Q104MAMASTERCARD INCORPORATED$15.8M0.52%28,817CommonNONE
149123101CATCATERPILLAR INC$15.2M0.50%46,046CommonNONE
94106L109WMWASTE MGMT INC DEL$13.5M0.44%58,153CommonNONE
548661107LOWLOWES COS INC$13.3M0.44%56,988CommonNONE
718172109PMPHILIP MORRIS INTL INC$12.8M0.42%80,329CommonNONE
89832Q109TFCTRUIST FINL CORP$12.7M0.42%308,893CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$12.6M0.42%75,789CommonNONE
872590104TMUST-MOBILE US INC$12.5M0.41%46,911CommonNONE
79466L302CRMSALESFORCE INC$11.8M0.39%43,884CommonNONE
842587107SOSOUTHERN CO$11.6M0.38%126,160CommonNONE
606710200MITKMITEK SYS INC$11.0M0.36%1,337,491CommonNONE
025816109AXPAMERICAN EXPRESS CO$10.8M0.36%40,172CommonNONE
539830109LMTLOCKHEED MARTIN CORP$10.6M0.35%23,656CommonNONE
922908769VTIVANGUARD INDEX FDS$10.4M0.34%37,889CommonNONE
701094104PHPARKER-HANNIFIN CORP$10.2M0.34%16,766CommonNONE
H1467J104CBCHUBB LIMITED$10.1M0.33%33,309CommonNONE
031162100AMGNAMGEN INC$9.8M0.32%31,545CommonNONE
002824100ABTABBOTT LABS$9.5M0.31%71,816CommonNONE
060505104BACBANK AMERICA CORP$9.5M0.31%226,835CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$9.5M0.31%208,558CommonNONE
20825C104COPCONOCOPHILLIPS$9.3M0.31%88,961CommonNONE
00724F101ADBEADOBE INC$9.2M0.30%24,056CommonNONE
09260D107BXBLACKSTONE INC$9.1M0.30%65,326CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$9.0M0.30%34,180CommonNONE
G29183103ETNEATON CORP PLC$9.0M0.30%33,213CommonNONE
65339F101NEENEXTERA ENERGY INC$9.0M0.30%126,852CommonNONE
743315103PGRPROGRESSIVE CORP$8.7M0.29%30,814CommonNONE
907818108UNPUNION PAC CORP$8.4M0.28%35,697CommonNONE
68389X105ORCLORACLE CORP$8.3M0.27%59,519CommonNONE
00206R102TAT&T INC$8.3M0.27%292,143CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$8.2M0.27%96,734CommonNONE
040413205ANETARISTA NETWORKS INC$8.1M0.27%104,925CommonNONE
02209S103MOALTRIA GROUP INC$8.0M0.26%132,839CommonNONE
G54950103LINLINDE PLC$7.9M0.26%16,988CommonNONE
438516106HONHONEYWELL INTL INC$7.9M0.26%37,263CommonNONE
78464A854SPYMSPDR SER TR$7.8M0.26%119,368CommonNONE
92840M102VSTVISTRA CORP$7.8M0.26%66,314CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$7.6M0.25%169,961CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$7.6M0.25%24,230CommonNONE
81762P102NOWSERVICENOW INC$7.6M0.25%9,492CommonNONE
697435105PANWPALO ALTO NETWORKS INC$7.5M0.25%43,846CommonNONE
747525103QCOMQUALCOMM INC$7.4M0.24%48,070CommonNONE
33733E823FTGSFIRST TR EXCHANGE-TRADED FD$7.1M0.23%237,615CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$7.0M0.23%203,158CommonNONE
717081103PFEPFIZER INC$6.7M0.22%263,936CommonNONE
17275R102CSCOCISCO SYS INC$6.5M0.21%105,026CommonNONE
029683109AMSWAUSDLOGILITY SUPPLY CHAIN SOLUTI$6.4M0.21%447,493CommonNONE
302635206FSKFS KKR CAP CORP$6.2M0.20%293,953CommonNONE
172967424CCITIGROUP INC$6.1M0.20%85,660CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$6.1M0.20%123,318CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$6.0M0.20%12,090CommonNONE
369550108GDGENERAL DYNAMICS CORP$6.0M0.20%21,930CommonNONE
254687106DISDISNEY WALT CO$6.0M0.20%60,493CommonNONE
75513E101RTXRTX CORPORATION$5.9M0.20%44,730CommonNONE
29273V100ETENERGY TRANSFER L P$5.9M0.19%317,527CommonNONE
949746101WMT2WELLS FARGO CO NEW$5.9M0.19%81,932CommonNONE
461202103INTUINTUIT$5.9M0.19%9,571CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$5.8M0.19%10,615CommonNONE
58933Y105MRKMERCK & CO INC$5.8M0.19%64,223CommonNONE
369604301GEGE AEROSPACE$5.7M0.19%28,627CommonNONE
78409V104SPGIS&P GLOBAL INC$5.7M0.19%11,229CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$5.7M0.19%16,122CommonNONE
464287226AGGISHARES TR$5.7M0.19%57,271CommonNONE
244199105DEDEERE & CO$5.6M0.19%11,977CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$5.6M0.18%7CommonNONE
595112103MUMICRON TECHNOLOGY INC$5.4M0.18%61,632CommonNONE
92537N108VRTVERTIV HOLDINGS CO$5.3M0.18%73,641CommonNONE
427866108HSYHERSHEY CO$5.2M0.17%30,652CommonNONE
872540109TJXTJX COS INC NEW$5.2M0.17%42,959CommonNONE
911363109URIUNITED RENTALS INC$5.2M0.17%8,345CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.0M0.17%10,043CommonNONE
617446448MSMORGAN STANLEY$5.0M0.16%42,428CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$4.9M0.16%23,602CommonNONE
G5960L103MDTMEDTRONIC PLC$4.9M0.16%54,808CommonNONE
452308109ITWILLINOIS TOOL WKS INC$4.8M0.16%19,341CommonNONE
882508104TXNTEXAS INSTRS INC$4.8M0.16%26,684CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$4.7M0.16%3,581CommonNONE
H2906T109GRMNGARMIN LTD$4.7M0.15%21,478CommonNONE
084423102WRBBERKLEY W R CORP$4.6M0.15%65,306CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.6M0.15%76,073CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$4.6M0.15%135,866CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.6M0.15%27,814CommonNONE
001055102AFLAFLAC INC$4.6M0.15%41,137CommonNONE
46090E103QQQINVESCO QQQ TR$4.5M0.15%9,641CommonNONE
26875P101EOGEOG RES INC$4.5M0.15%34,804CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$4.4M0.15%102,314CommonNONE
464287200IVVISHARES TR$4.4M0.14%7,800CommonNONE
29250N105ENBENBRIDGE INC$4.3M0.14%97,825CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$4.3M0.14%39,387CommonNONE
824348106SHWSHERWIN WILLIAMS CO$4.3M0.14%12,362CommonNONE
670100205NVONOVO-NORDISK A S$4.3M0.14%61,663CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$4.2M0.14%921CommonNONE
92189F692PPHVANECK ETF TRUST$4.2M0.14%46,312CommonNONE
032654105ADIANALOG DEVICES INC$4.2M0.14%20,871CommonNONE
115236101BROBROWN & BROWN INC$4.2M0.14%33,763CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$4.2M0.14%38,340CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$4.2M0.14%23,642CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.1M0.14%23,917CommonNONE
020002101ALLALLSTATE CORP$4.1M0.14%19,982CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$4.1M0.14%50,581CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$4.1M0.14%112,700CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$4.1M0.14%24,090CommonNONE
25746U109DDOMINION ENERGY INC$4.1M0.13%72,776CommonNONE
33734X119FXGFIRST TR EXCHANGE TRADED FD$4.1M0.13%62,359CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$4.0M0.13%16,690CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.0M0.13%7,217CommonNONE
88579Y101MMM3M CO$4.0M0.13%27,364CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$4.0M0.13%7,254CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$4.0M0.13%32,863CommonNONE
922908744VTVVANGUARD INDEX FDS$4.0M0.13%22,868CommonNONE
494368103KMBKIMBERLY-CLARK CORP$3.9M0.13%27,641CommonNONE
87612G101TRGPTARGA RES CORP$3.9M0.13%19,415CommonNONE
249906108DSGXDESCARTES SYS GROUP INC$3.9M0.13%38,520CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$3.9M0.13%2,699CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.9M0.13%12,637CommonNONE
375558103GILDGILEAD SCIENCES INC$3.9M0.13%34,435CommonNONE
718546104PSXPHILLIPS 66$3.8M0.13%30,820CommonNONE
443201108HWMHOWMET AEROSPACE INC$3.8M0.12%29,092CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$3.7M0.12%12,599CommonNONE
739128106POWLPOWELL INDS INC$3.7M0.12%21,997CommonNONE
464288414MUBISHARES TR$3.7M0.12%34,908CommonNONE
10922N103BHFBRIGHTHOUSE FINL INC$3.6M0.12%62,838CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$3.6M0.12%7,009CommonNONE
921909768VXUSVANGUARD STAR FDS$3.6M0.12%57,672CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.6M0.12%71,004CommonNONE
55336V100MPLXMPLX LP$3.5M0.12%65,975CommonNONE
81784E101SEVNSEVEN HILLS REALTY TRUST$3.5M0.12%280,404CommonNONE
49456B101KMIKINDER MORGAN INC DEL$3.5M0.12%122,646CommonNONE
291011104EMREMERSON ELEC CO$3.5M0.11%31,630CommonNONE
34959E109FTNTFORTINET INC$3.5M0.11%35,907CommonNONE
372460105GPCGENUINE PARTS CO$3.4M0.11%28,801CommonNONE
09290D101BLKBLACKROCK INC$3.4M0.11%3,619CommonNONE
87612E106TGTTARGET CORP$3.4M0.11%32,718CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$3.4M0.11%51,852CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$3.3M0.11%33,357CommonNONE
910047109UALUNITED AIRLS HLDGS INC$3.3M0.11%48,320CommonNONE
038222105AMATAPPLIED MATLS INC$3.3M0.11%22,581CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$3.2M0.11%54,626CommonNONE
464288588MBBISHARES TR$3.2M0.11%34,478CommonNONE
78433H303SPYINEOS ETF TRUST$3.2M0.11%66,392CommonNONE
148929102CAVACAVA GROUP INC$3.2M0.10%36,782CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$3.2M0.10%28,642CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3.1M0.10%43,202CommonNONE
209115104EDCONSOLIDATED EDISON INC$3.1M0.10%28,166CommonNONE
609207105MDLZMONDELEZ INTL INC$3.1M0.10%45,468CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$3.1M0.10%20,207CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$3.1M0.10%16,438CommonNONE
04010E109AGXARGAN INC$3.1M0.10%23,432CommonNONE
863667101SYKSTRYKER CORPORATION$3.1M0.10%8,250CommonNONE
808513105SCHWSCHWAB CHARLES CORP$3.1M0.10%39,103CommonNONE
18915M107NETCLOUDFLARE INC$3.1M0.10%27,131CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$3.0M0.10%121,725CommonNONE
902973304USBUS BANCORP DEL$3.0M0.10%71,120CommonNONE
512807306LRCXLAM RESEARCH CORP$3.0M0.10%41,252CommonNONE
194162103CLCOLGATE PALMOLIVE CO$3.0M0.10%31,876CommonNONE
260003108DOVDOVER CORP$3.0M0.10%16,971CommonNONE
097023105BABOEING CO$3.0M0.10%17,421CommonNONE
464287432TLTISHARES TR$3.0M0.10%32,573CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$2.9M0.10%17,589CommonNONE
N07059210ASMLASML HOLDING N V$2.9M0.10%4,419CommonNONE
37954Y483QYLDGLOBAL X FDS$2.9M0.10%175,948CommonNONE
46428Q109SLVISHARES SILVER TR$2.9M0.10%94,362CommonNONE
855244109SBUXSTARBUCKS CORP$2.9M0.10%29,798CommonNONE
428050108HSAIHESAI GROUP$2.9M0.10%195,290CommonNONE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$2.9M0.10%187,446CommonNONE
749607107RLIRLI CORP$2.9M0.09%35,642CommonNONE
36828A101GEVGE VERNOVA INC$2.9M0.09%9,338CommonNONE
90138A103VNETVNET GROUP INC$2.8M0.09%347,113CommonNONE
29364G103ETRENTERGY CORP NEW$2.8M0.09%33,116CommonNONE
337738108FISVFISERV INC$2.8M0.09%12,800CommonNONE
74762E102QUREQUANTA SVCS INC$2.8M0.09%10,958CommonNONE
15101Q207CLSCELESTICA INC$2.8M0.09%35,283CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$2.8M0.09%28,180CommonNONE
20030N101CMCSACOMCAST CORP NEW$2.8M0.09%74,725CommonNONE
654106103NKENIKE INC$2.8M0.09%43,384CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$2.7M0.09%53,654CommonNONE
82509L107SHOPSHOPIFY INC$2.7M0.09%28,210CommonNONE
803054204SAPSAP SE$2.7M0.09%9,957CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$2.7M0.09%12,963CommonNONE
04016X101ARGXARGENX SE$2.6M0.09%4,477CommonNONE
840441109SSBUSDSOUTHSTATE CORPORATION$2.6M0.09%28,386CommonNONE
H42097107UBSUBS GROUP AG$2.6M0.09%85,885CommonNONE
482480100KLACKLA CORP$2.6M0.09%3,816CommonNONE
64828T201RITMRITHM CAPITAL CORP$2.6M0.09%226,495CommonNONE
12572Q105CMECME GROUP INC$2.6M0.09%9,767CommonNONE
03076C106AMPAMERIPRISE FINL INC$2.6M0.08%5,270CommonNONE
458140100INTCINTEL CORP$2.5M0.08%110,907CommonNONE
767204100RIORIO TINTO PLC$2.5M0.08%41,061CommonNONE
92939U106WECWEC ENERGY GROUP INC$2.4M0.08%22,326CommonNONE
45167R104IEXIDEX CORP$2.4M0.08%13,255CommonNONE
46284V101IRMIRON MTN INC DEL$2.4M0.08%27,675CommonNONE
883203101TXTTEXTRON INC$2.4M0.08%32,848CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$2.4M0.08%25,589CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$2.3M0.08%20,622CommonNONE
14149Y108CAHCARDINAL HEALTH INC$2.3M0.08%16,868CommonNONE
319835104FCCOFIRST CMNTY CORP S C$2.3M0.08%102,823CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$2.3M0.08%58,765CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$2.3M0.08%11,301CommonNONE
29084Q100EMEEMCOR GROUP INC$2.3M0.07%6,142CommonNONE
501044101KRKROGER CO$2.3M0.07%33,424CommonNONE
126408103CSXCSX CORP$2.3M0.07%76,761CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$2.3M0.07%25,898CommonNONE
682680103OKEONEOK INC NEW$2.3M0.07%22,737CommonNONE
370334104GISGENERAL MLS INC$2.2M0.07%37,397CommonNONE
46432F842IEFAISHARES TR$2.2M0.07%29,524CommonNONE
075887109BDXBECTON DICKINSON & CO$2.2M0.07%9,604CommonNONE
918204108VFCV F CORP$2.2M0.07%141,094CommonNONE
126650100CVSCVS HEALTH CORP$2.2M0.07%32,165CommonNONE
59156R108METMETLIFE INC$2.2M0.07%27,099CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$2.2M0.07%19,377CommonNONE
31428X106FDXFEDEX CORP$2.1M0.07%8,774CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$2.1M0.07%1,144CommonNONE
25820R105DMLPDORCHESTER MINERALS LP$2.1M0.07%70,350CommonNONE
189054109CLXCLOROX CO DEL$2.1M0.07%14,103CommonNONE
983793100XPOXPO INC$2.1M0.07%19,279CommonNONE
011659109ALKALASKA AIR GROUP INC$2.1M0.07%41,982CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.1M0.07%26,175CommonNONE
464287614IWFISHARES TR$2.0M0.07%5,590CommonNONE
502175102LTCLTC PPTYS INC$2.0M0.07%56,883CommonNONE
744320102PRUPRUDENTIAL FINL INC$2.0M0.07%18,011CommonNONE
95040Q104WELLWELLTOWER INC$2.0M0.07%12,969CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$2.0M0.06%5,830CommonNONE
776696106ROPROPER TECHNOLOGIES INC$2.0M0.06%3,309CommonNONE
55272X607MFAMFA FINL INC$1.9M0.06%188,519CommonNONE
G87110105FTITECHNIPFMC PLC$1.9M0.06%60,941CommonNONE
760759100RSGREPUBLIC SVCS INC$1.9M0.06%7,891CommonNONE
125523100CITHE CIGNA GROUP$1.9M0.06%5,806CommonNONE
48251W104KKRKKR & CO INC$1.9M0.06%16,501CommonNONE
871607107SNPSSYNOPSYS INC$1.9M0.06%4,404CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.9M0.06%43,288CommonNONE
464289438IWYISHARES TR$1.9M0.06%8,895CommonNONE
74340W103PLDPROLOGIS INC.$1.8M0.06%16,517CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.8M0.06%7,664CommonNONE
03674X106ARANTERO RESOURCES CORP$1.8M0.06%44,985CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$1.8M0.06%37,562CommonNONE
219350105GLWCORNING INC$1.8M0.06%39,326CommonNONE
000899104ADMAADMA BIOLOGICS INC$1.8M0.06%89,475CommonNONE
670346105NUENUCOR CORP$1.8M0.06%14,747CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.8M0.06%13,430CommonNONE
231021106CMICUMMINS INC$1.8M0.06%5,631CommonNONE
88339J105TTDTHE TRADE DESK INC$1.8M0.06%32,000CommonNONE
78435P105SEZLSEZZLE INC$1.7M0.06%50,106CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.7M0.06%9,663CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$1.7M0.06%13,043CommonNONE
464287507IJHISHARES TR$1.7M0.06%29,532CommonNONE
655844108NSCNORFOLK SOUTHN CORP$1.7M0.06%7,276CommonNONE
05464C101AXONAXON ENTERPRISE INC$1.7M0.06%3,272CommonNONE
529043101LXPUSDLXP INDUSTRIAL TRUST$1.7M0.06%197,080CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.7M0.06%28,945CommonNONE
81141R100SESEA LTD$1.7M0.06%12,926CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.7M0.06%9,741CommonNONE
816851109SRESEMPRA$1.7M0.05%23,309CommonNONE
827048109SLGNSILGAN HLDGS INC$1.7M0.05%32,330CommonNONE
780087102RYROYAL BK CDA$1.6M0.05%14,595CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$1.6M0.05%17,751CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.6M0.05%5,490CommonNONE
172062101CINFCINCINNATI FINL CORP$1.6M0.05%10,552CommonNONE
036752103ELVELEVANCE HEALTH INC$1.5M0.05%3,552CommonNONE
58733R102MELIMERCADOLIBRE INC$1.5M0.05%790CommonNONE
17243V102CNKCINEMARK HLDGS INC$1.5M0.05%61,551CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$1.5M0.05%37,678CommonNONE
704326107PAYXPAYCHEX INC$1.5M0.05%9,787CommonNONE
78464A409SPYGSPDR SER TR$1.5M0.05%18,779CommonNONE
90214Q733AESRTWO RDS SHARED TR$1.5M0.05%91,127CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$1.5M0.05%14,890CommonNONE
58155Q103MCKMCKESSON CORP$1.5M0.05%2,223CommonNONE
277432100EMNEASTMAN CHEM CO$1.5M0.05%16,974CommonNONE
384802104GWWGRAINGER W W INC$1.5M0.05%1,512CommonNONE
191098102COKECOCA COLA CONS INC$1.5M0.05%1,094CommonNONE
311900104FASTFASTENAL CO$1.5M0.05%19,029CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.4M0.05%4,176CommonNONE
052769106ADSKAUTODESK INC$1.4M0.05%5,496CommonNONE
871829107SYYSYSCO CORP$1.4M0.05%19,097CommonNONE
615369105MCOMOODYS CORP$1.4M0.05%3,049CommonNONE
78464A508SPYVSPDR SER TR$1.4M0.05%27,766CommonNONE
026874784AIGAMERICAN INTL GROUP INC$1.4M0.05%16,307CommonNONE
16359R103CHECHEMED CORP NEW$1.4M0.05%2,293CommonNONE
143658300CCL1EURCARNIVAL CORP$1.4M0.05%72,199CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$1.4M0.05%93,665CommonNONE
526057104LENLENNAR CORP$1.4M0.05%12,131CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$1.4M0.05%69,569CommonNONE
92847W103VITLVITAL FARMS INC$1.4M0.05%45,574CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1.4M0.05%8,004CommonNONE
127097103CTRACOTERRA ENERGY INC$1.4M0.05%47,574CommonNONE
464287804IJRISHARES TR$1.4M0.05%13,123CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.4M0.05%2,828CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$1.4M0.05%11,038CommonNONE
780259305SHELSHELL PLC$1.4M0.04%18,562CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.4M0.04%48,518CommonNONE
674599105OXYOCCIDENTAL PETE CORP$1.3M0.04%27,322CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.3M0.04%62,317CommonNONE
390905107GSBCGREAT SOUTHN BANCORP INC$1.3M0.04%24,203CommonNONE
922908736VUGVANGUARD INDEX FDS$1.3M0.04%3,542CommonNONE
86333M108LRNSTRIDE INC$1.3M0.04%10,252CommonNONE
69351T106PPLPPL CORP$1.3M0.04%35,900CommonNONE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$1.3M0.04%11,597CommonNONE
56501R106MFCMANULIFE FINL CORP$1.3M0.04%40,797CommonNONE
500754106KHCKRAFT HEINZ CO$1.3M0.04%41,552CommonNONE
128030202CALMCAL MAINE FOODS INC$1.2M0.04%13,746CommonNONE
33939L761SKORFLEXSHARES TR$1.2M0.04%25,810CommonNONE
278865100ECLECOLAB INC$1.2M0.04%4,912CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1.2M0.04%20,205CommonNONE
98978V103ZTSZOETIS INC$1.2M0.04%7,501CommonNONE
233331107DTEDTE ENERGY CO$1.2M0.04%8,861CommonNONE
26701L100BROSDUTCH BROS INC$1.2M0.04%19,742CommonNONE
50212V100LPLALPL FINL HLDGS INC$1.2M0.04%3,723CommonNONE
460146103IPINTERNATIONAL PAPER CO$1.2M0.04%22,793CommonNONE
49177J102KVUEKENVUE INC$1.2M0.04%50,148CommonNONE
90384S303ULTAULTA BEAUTY INC$1.2M0.04%3,277CommonNONE
988498101YUMYUM BRANDS INC$1.2M0.04%7,619CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$1.2M0.04%4,881CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$1.2M0.04%6,224CommonNONE
56585A102MPCMARATHON PETE CORP$1.2M0.04%8,048CommonNONE
053332102AZOAUTOZONE INC$1.2M0.04%304CommonNONE
756109104OREALTY INCOME CORP$1.2M0.04%19,934CommonNONE
049560105ATOATMOS ENERGY CORP$1.2M0.04%7,475CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.2M0.04%17,662CommonNONE
316092790FQALFIDELITY COVINGTON TRUST$1.2M0.04%17,928CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.2M0.04%5,549CommonNONE
320517105FHNFIRST HORIZON CORPORATION$1.1M0.04%58,650CommonNONE
969457100WMBWILLIAMS COS INC$1.1M0.04%18,979CommonNONE
09225M101BSMBLACK STONE MINERALS L P$1.1M0.04%73,487CommonNONE
76156B107RVLVREVOLVE GROUP INC$1.1M0.04%51,742CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$1.1M0.04%12,776CommonNONE
235851102DHRDANAHER CORPORATION$1.1M0.04%5,392CommonNONE
45857P806IHGINTERCONTINENTAL HOTELS GROU$1.1M0.04%10,066CommonNONE
693506107PPGPPG INDS INC$1.1M0.04%9,959CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$1.1M0.04%49,973CommonNONE
73933G202PSIXPOWER SOLUTIONS INTL INC$1.1M0.04%42,940CommonNONE
46982L108JJACOBS SOLUTIONS INC$1.1M0.04%8,971CommonNONE
464285204IAUISHARES GOLD TR$1.1M0.04%18,288CommonNONE
440452100HRLHORMEL FOODS CORP$1.1M0.04%34,804CommonNONE
62944T105NVRNVR INC$1.1M0.04%147CommonNONE
G87052109TELTE CONNECTIVITY PLC$1.1M0.04%7,522CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.1M0.03%12,623CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$1.0M0.03%9,672CommonNONE
345370860FFORD MTR CO$1.0M0.03%104,534CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$1.0M0.03%27,636CommonNONE
46817M107JXNJACKSON FINANCIAL INC$1.0M0.03%12,264CommonNONE
48563L101KRTKARAT PACKAGING INC$1.0M0.03%38,654CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.0M0.03%4,671CommonNONE
285512109EAELECTRONIC ARTS INC$1.0M0.03%7,016CommonNONE
055622104BPBP PLC$1.0M0.03%29,615CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$993,1080.03%21,942CommonNONE
443573100HUBSHUBSPOT INC$970,0350.03%1,698CommonNONE
253868103DLRDIGITAL RLTY TR INC$964,8670.03%6,734CommonNONE
30161N101EXCEXELON CORP$962,9920.03%20,898CommonNONE
H5919C104ONONON HLDG AG$950,5580.03%21,643CommonNONE
37045V100GMGENERAL MTRS CO$942,9550.03%20,050CommonNONE
23331A109DHID R HORTON INC$931,0930.03%7,324CommonNONE
745867101PHMPULTE GROUP INC$926,4830.03%9,012CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$921,2730.03%22,492CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$920,6970.03%16,113CommonNONE
337932107FEFIRSTENERGY CORP$919,4840.03%22,748CommonNONE
892356106TSCOTRACTOR SUPPLY CO$910,9590.03%16,532CommonNONE
464287440IEFISHARES TR$906,9690.03%9,510CommonNONE
458665304TILEINTERFACE INC$906,0130.03%45,666CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$902,6980.03%12,822CommonNONE
40412C101HCAHCA HEALTHCARE INC$902,4740.03%2,612CommonNONE
579780206MKCMCCORMICK & CO INC$891,7640.03%10,834CommonNONE
45168D104IDXXIDEXX LABS INC$887,3630.03%2,113CommonNONE
049468101TEAMATLASSIAN CORPORATION$885,8330.03%4,174CommonNONE
78464A847SPMDSPDR SER TR$879,6290.03%17,187CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$871,9980.03%10,595CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$865,7500.03%34,825CommonNONE
063671101BMOBANK MONTREAL QUE$859,7460.03%9,002CommonNONE
78468R853SPSMSPDR SER TR$857,4790.03%21,037CommonNONE
550021109LULULULULEMON ATHLETICA INC$854,4170.03%3,018CommonNONE
218937100CNRCORE NATURAL RESOURCES INC$846,0990.03%10,974CommonNONE
00827B106AFRMAFFIRM HLDGS INC$844,1970.03%18,681CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$829,6990.03%10,357CommonNONE
464288638IGIBISHARES TR$825,1940.03%15,712CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$822,3680.03%14,362CommonNONE
110448107BTIBRITISH AMERN TOB PLC$818,2260.03%19,778CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$818,0820.03%21,874CommonNONE
009066101ABNBAIRBNB INC$814,3610.03%6,817CommonNONE
85914M107STEPSTEPSTONE GROUP INC$812,9080.03%15,564CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$812,8380.03%3,196CommonNONE
68268W103OMFONEMAIN HLDGS INC$805,4730.03%16,479CommonNONE
534187109LNCLINCOLN NATL CORP IND$800,7400.03%22,299CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$797,9430.03%3,507CommonNONE
25754A201DPZDOMINOS PIZZA INC$792,9140.03%1,726CommonNONE
153527106CENTCENTRAL GARDEN & PET CO$791,8560.03%21,600CommonNONE
G4095J109GLREGREENLIGHT CAPITAL RE LTD$787,2860.03%58,102CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$771,6390.03%1,762CommonNONE
354613101BENFRANKLIN RESOURCES INC$767,5040.03%39,869CommonNONE
675234108OCFCOCEANFIRST FINL CORP$766,1470.03%45,041CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$763,1210.03%14,414CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$760,5160.03%4,495CommonNONE
852234103XYZBLOCK INC$756,2250.02%13,919CommonNONE
36262G101GXOGXO LOGISTICS INCORPORATED$756,0790.02%19,347CommonNONE
224408104CRCRANE COMPANY$753,4920.02%4,919CommonNONE
98389B100XELXCEL ENERGY INC$751,9640.02%10,622CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$751,4260.02%16,226CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$744,9250.02%19,676CommonNONE
806857108SLBSCHLUMBERGER LTD$740,8620.02%17,724CommonNONE
46434V456IQLTISHARES TR$740,6950.02%18,662CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$732,7370.02%10,507CommonNONE
89151E109TTENTOTALENERGIES SE$732,4830.02%11,323CommonNONE
833445109SNOWSNOWFLAKE INC$730,2600.02%4,996CommonNONE
858119100STLDSTEEL DYNAMICS INC$728,6670.02%5,826CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$728,0100.02%11,483CommonNONE
922907746VTEBVANGUARD MUN BD FDS$727,8260.02%14,668CommonNONE
26614N102DDDUPONT DE NEMOURS INC$727,8230.02%9,746CommonNONE
783549108RRYDER SYS INC$721,3490.02%5,016CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$720,7040.02%35,485CommonNONE
90214Q642RPHSTWO RDS SHARED TR$716,7160.02%73,495CommonNONE
464288620USIGISHARES TR$713,3830.02%13,966CommonNONE
880198205SABASABA CAPITAL INCOME & OPPORT$706,0070.02%81,150CommonNONE
30034W106EVRGEVERGY INC$705,1110.02%10,226CommonNONE
122017106BURLBURLINGTON STORES INC$704,2660.02%2,955CommonNONE
778296103ROSTROSS STORES INC$703,4440.02%5,505CommonNONE
45687V106IRINGERSOLL RAND INC$697,6760.02%8,718CommonNONE
651639106NEMNEWMONT CORP$694,8430.02%14,392CommonNONE
G3075P101ESGRUSDENSTAR GROUP LIMITED$693,0120.02%2,085CommonNONE
78464A383SPMBSPDR SER TR$692,6570.02%31,413CommonNONE
018802108LNTALLIANT ENERGY CORP$684,2060.02%10,633CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$679,5100.02%8,419CommonNONE
30040W108ESEVERSOURCE ENERGY$677,2650.02%10,904CommonNONE
22052L104CTVACORTEVA INC$673,6560.02%10,705CommonNONE
78464A672SPTISPDR SER TR$672,7200.02%23,538CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$666,2000.02%33,680CommonNONE
351858105FNVFRANCO NEV CORP$659,9310.02%4,188CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$659,8490.02%19,869CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$655,5420.02%3,962CommonNONE
464287150ITOTISHARES TR$655,1760.02%5,370CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$652,0050.02%6,779CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$651,6160.02%5,997CommonNONE
832696405SJMSMUCKER J M CO$651,1790.02%5,499CommonNONE
92936U109WPCWP CAREY INC$650,0820.02%10,301CommonNONE
012653101ALBALBEMARLE CORP$647,1690.02%8,986CommonNONE
78463X871GWXSPDR INDEX SHS FDS$646,0460.02%20,214CommonNONE
92276F100VTRVENTAS INC$645,6930.02%9,391CommonNONE
23804L103DDOGDATADOG INC$642,2560.02%6,474CommonNONE
171484108CHDNCHURCHILL DOWNS INC$640,5410.02%5,767CommonNONE
78463X749RWOSPDR INDEX SHS FDS$637,7030.02%14,613CommonNONE
260557103DOWDOW INC$631,4190.02%18,082CommonNONE
37733W204GSKGSK PLC$629,1260.02%16,240CommonNONE
98419M100XYLXYLEM INC$626,3290.02%5,243CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$625,8990.02%8,141CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$625,0210.02%8,370CommonNONE
00162Q452AMLPALPS ETF TR$621,4640.02%11,965CommonNONE
913915104UTIUNIVERSAL TECHNICAL INST INC$619,1450.02%24,110CommonNONE
843380106SMBCSOUTHERN MO BANCORP INC$616,6970.02%11,855CommonNONE
37954Y459RYLDGLOBAL X FDS$616,1060.02%40,802CommonNONE
22822V101CCICROWN CASTLE INC$613,5990.02%5,887CommonNONE
487836108KKELLANOVA$604,9930.02%7,334CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$602,6260.02%950CommonNONE
316773100FITBFIFTH THIRD BANCORP$597,9620.02%15,254CommonNONE
892331307TMTOYOTA MOTOR CORP$596,6970.02%3,380CommonNONE
922908629VOVANGUARD INDEX FDS$594,5710.02%2,299CommonNONE
16411R208LNGCHENIERE ENERGY INC$592,3760.02%2,560CommonNONE
504922105LHLABCORP HOLDINGS INC$591,4880.02%2,541CommonNONE
444859102HUMHUMANA INC$591,2220.02%2,234CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$589,4280.02%26,695CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$588,4560.02%1,759CommonNONE
771049103RBLXROBLOX CORP$586,9200.02%10,069CommonNONE
303075105FDSFACTSET RESH SYS INC$586,6100.02%1,290CommonNONE
655663102NDSNNORDSON CORP$585,5450.02%2,903CommonNONE
55277P104MGEEMGE ENERGY INC$584,9970.02%6,293CommonNONE
G7S00T104PNRPENTAIR PLC$581,2450.02%6,644CommonNONE
902494103TSNTYSON FOODS INC$580,6640.02%9,100CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$578,1130.02%5,910CommonNONE
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$576,6130.02%26,995CommonNONE
115637209BF/BBROWN FORMAN CORP$576,0980.02%16,974CommonNONE
98138H101WDAYWORKDAY INC$569,8120.02%2,440CommonNONE
464287598IWDISHARES TR$563,9160.02%2,997CommonNONE

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.