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Brookstone Capital Management

Q2 2025 · 13F-HR

Brookstone Capital Managementholdings as filed

Filed 2025-07-30 · accession 0001062993-25-013278

$7.62B
Reported value
1,061
Positions
2025-06-30
Period end
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Holdings as filed

First 500 of 1061

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$246.2M3.23%446,283CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$218.6M2.87%353,733CommonNONE
922908736VUGVANGUARD INDEX FDS$169.3M2.22%386,221CommonNONE
922908744VTVVANGUARD INDEX FDS$160.4M2.10%907,305CommonNONE
67066G104NVDANVIDIA CORPORATION$146.7M1.92%928,821CommonNONE
037833100AAPLAPPLE INC$117.9M1.55%574,673CommonNONE
66537J606BAMGNORTHERN LTS FD TR IV$109.7M1.44%3,023,201CommonNONE
464287200IVVISHARES TR$105.7M1.39%170,185CommonNONE
023135106AMZNAMAZON COM INC$103.2M1.35%470,405CommonNONE
594918104MSFTMICROSOFT CORP$102.8M1.35%206,666CommonNONE
66537J705BAMVNORTHERN LTS FD TR IV$97.4M1.28%3,061,871CommonNONE
66537J507BAMDNORTHERN LTS FD TR IV$89.8M1.18%2,908,469CommonNONE
45782C532UDECINNOVATOR ETFS TRUST$87.5M1.15%2,401,201CommonNONE
46429B697USMVISHARES TR$87.1M1.14%927,795CommonNONE
47103U845JAAAJANUS DETROIT STR TR$84.6M1.11%1,667,268CommonNONE
464287226AGGISHARES TR$69.2M0.91%697,093CommonNONE
46432F842IEFAISHARES TR$68.6M0.90%821,573CommonNONE
66537J887BAMUNORTHERN LTS FD TR IV$67.7M0.89%2,677,186CommonNONE
922908363VOOVANGUARD INDEX FDS$67.5M0.89%118,900CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$62.6M0.82%305,764CommonNONE
46434G103IEMGISHARES INC$60.7M0.80%1,010,657CommonNONE
45782C300UJANINNOVATOR ETFS TRUST$60.3M0.79%1,491,194CommonNONE
45782C425UFEBINNOVATOR ETFS TRUST$59.5M0.78%1,732,839CommonNONE
45782C805UAPRINNOVATOR ETFS TRUST$59.4M0.78%1,896,502CommonNONE
66537J804BAMBNORTHERN LTS FD TR IV$59.3M0.78%2,251,367CommonNONE
45782C375UMARINNOVATOR ETFS TRUST$58.5M0.77%1,554,378CommonNONE
464287655IWMISHARES TR$53.5M0.70%248,025CommonNONE
78463V107GLDSPDR GOLD TR$51.1M0.67%167,784CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$50.1M0.66%275,872CommonNONE
02079K305GOOGLALPHABET INC$49.7M0.65%281,913CommonNONE
78464A854SPYMSPDR SERIES TRUST$49.4M0.65%679,645CommonNONE
46434V860TFLOISHARES TR$49.4M0.65%974,449CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$47.7M0.63%837,127CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$47.1M0.62%828,514CommonNONE
30303M102METAMETA PLATFORMS INC$45.4M0.60%61,489CommonNONE
88160R101TSLATESLA INC$42.0M0.55%132,291CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$41.9M0.55%575,598CommonNONE
78468R663BILSPDR SERIES TRUST$41.4M0.54%451,645CommonNONE
09661T602BKAGBNY MELLON ETF TRUST$40.7M0.53%964,532CommonNONE
66537J879BAMANORTHERN LTS FD TR IV$40.5M0.53%1,267,688CommonNONE
66537J861BAMONORTHERN LTS FD TR IV$38.1M0.50%1,219,892CommonNONE
66537J853BAMYNORTHERN LTS FD TR IV$37.6M0.49%1,383,840CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$37.6M0.49%989,111CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$37.2M0.49%929,495CommonNONE
26922B105MSTBETF SER SOLUTIONS$36.8M0.48%989,142CommonNONE
46436E718SGOVISHARES TR$35.9M0.47%356,478CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$35.7M0.47%846,204CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$34.5M0.45%782,663CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$33.1M0.43%887,824CommonNONE
532457108LLYELI LILLY & CO$32.6M0.43%41,767CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$32.4M0.42%63,605CommonNONE
46138G888TBLLINVESCO EXCH TRADED FD TR II$32.1M0.42%304,427CommonNONE
37954Y475XYLDGLOBAL X FDS$32.0M0.42%822,531CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$31.9M0.42%697,313CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$30.8M0.40%524,445CommonNONE
92189F643MOATVANECK ETF TRUST$30.8M0.40%328,477CommonNONE
26922A388DRSKETF SER SOLUTIONS$30.7M0.40%1,068,085CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$30.2M0.40%104,044CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$29.7M0.39%934,486CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$29.1M0.38%205,080CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$28.7M0.38%1,388,446CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$28.6M0.37%1,463,128CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$28.5M0.37%1,452,466CommonNONE
45782C557BDECINNOVATOR ETFS TRUST$28.5M0.37%631,930CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$28.1M0.37%1,371,721CommonNONE
46432F339QUALISHARES TR$28.1M0.37%153,520CommonNONE
464288588MBBISHARES TR$27.2M0.36%289,984CommonNONE
30231G102XOMEXXON MOBIL CORP$27.0M0.35%250,913CommonNONE
45782C433BFEBINNOVATOR ETFS TRUST$26.7M0.35%597,194CommonNONE
68389X105ORCLORACLE CORP$26.6M0.35%121,864CommonNONE
092528504CLOABLACKROCK ETF TRUST II$26.3M0.34%506,401CommonNONE
78464A409SPYGSPDR SERIES TRUST$26.0M0.34%273,205CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$26.0M0.34%449,356CommonNONE
931142103WMTWALMART INC$25.9M0.34%264,912CommonNONE
45782C391BMARINNOVATOR ETFS TRUST$25.7M0.34%525,039CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$25.7M0.34%512,656CommonNONE
46434V613IUSBISHARES TR$25.0M0.33%541,681CommonNONE
45782C888BAPRINNOVATOR ETFS TRUST$25.0M0.33%553,510CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$24.3M0.32%518,467CommonNONE
46435G425ESGUISHARES TR$24.3M0.32%179,345CommonNONE
149123101CATCATERPILLAR INC$23.8M0.31%61,428CommonNONE
37954Y483QYLDGLOBAL X FDS$23.8M0.31%1,423,652CommonNONE
464287309IVWISHARES TR$23.7M0.31%214,890CommonNONE
46432F834IXUSISHARES TR$23.5M0.31%303,874CommonNONE
464289438IWYISHARES TR$23.3M0.31%94,439CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$23.3M0.31%1,244,446CommonNONE
922908751VBVANGUARD INDEX FDS$23.2M0.30%97,908CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$21.8M0.29%441,694CommonNONE
46429B689EFAVISHARES TR$20.9M0.27%248,404CommonNONE
580135101MCDMCDONALDS CORP$20.8M0.27%71,111CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$20.5M0.27%640,059CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$19.9M0.26%750,871CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$19.9M0.26%322,262CommonNONE
464287408IVEISHARES TR$19.3M0.25%98,596CommonNONE
00206R102TAT&T INC$19.2M0.25%664,452CommonNONE
464287689IWVISHARES TR$18.7M0.24%53,155CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$18.5M0.24%697,549CommonNONE
922907746VTEBVANGUARD MUN BD FDS$18.2M0.24%371,638CommonNONE
26922B733MSTQETF SER SOLUTIONS$18.1M0.24%500,742CommonNONE
464285204IAUISHARES GOLD TR$18.0M0.24%287,906CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$17.9M0.24%362,732CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$17.9M0.23%36,844CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$17.7M0.23%373,290CommonNONE
92826C839VVISA INC$17.6M0.23%49,659CommonNONE
040413205ANETARISTA NETWORKS INC$17.5M0.23%171,220CommonNONE
166764100CVXCHEVRON CORP NEW$17.4M0.23%121,243CommonNONE
025816109AXPAMERICAN EXPRESS CO$17.3M0.23%54,358CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$17.3M0.23%398,761CommonNONE
464287150ITOTISHARES TR$17.2M0.23%127,698CommonNONE
464287465EFAISHARES TR$16.9M0.22%188,512CommonNONE
78464A508SPYVSPDR SERIES TRUST$16.5M0.22%314,993CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$16.4M0.22%16,595CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$16.2M0.21%329,374CommonNONE
81762P102NOWSERVICENOW INC$16.1M0.21%15,637CommonNONE
78463X202FEZSPDR INDEX SHS FDS$16.1M0.21%268,943CommonNONE
75513E101RTXRTX CORPORATION$15.8M0.21%108,302CommonNONE
031162100AMGNAMGEN INC$15.4M0.20%55,269CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$15.4M0.20%49,849CommonNONE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$15.4M0.20%381,021CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$15.3M0.20%281,604CommonNONE
46284V101IRMIRON MTN INC DEL$15.2M0.20%148,060CommonNONE
92189H748CLOIVANECK ETF TRUST$15.2M0.20%286,458CommonNONE
464287432TLTISHARES TR$14.8M0.19%167,475CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$14.7M0.19%124,988CommonNONE
697435105PANWPALO ALTO NETWORKS INC$14.6M0.19%71,126CommonNONE
921937827BSVVANGUARD BD INDEX FDS$14.5M0.19%183,891CommonNONE
539830109LMTLOCKHEED MARTIN CORP$14.4M0.19%31,159CommonNONE
00287Y109ABBVABBVIE INC$14.4M0.19%77,613CommonNONE
464288877EFVISHARES TR$14.4M0.19%226,417CommonNONE
254687106DISDISNEY WALT CO$14.2M0.19%114,563CommonNONE
038222105AMATAPPLIED MATLS INC$14.1M0.19%77,117CommonNONE
11135F101AVGOBROADCOM INC$14.1M0.19%51,172CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$14.0M0.18%150,199CommonNONE
72201R833MINTPIMCO ETF TR$13.9M0.18%138,033CommonNONE
47103U852JMBSJANUS DETROIT STR TR$13.8M0.18%305,361CommonNONE
74347R107SSOPROSHARES TR$13.7M0.18%140,591CommonNONE
26922B642JUCYETF SER SOLUTIONS$13.7M0.18%616,905CommonNONE
375558103GILDGILEAD SCIENCES INC$13.7M0.18%123,288CommonNONE
79466L302CRMSALESFORCE INC$13.6M0.18%49,926CommonNONE
49456B101KMIKINDER MORGAN INC DEL$13.6M0.18%461,349CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$13.4M0.18%24,693CommonNONE
345370860FFORD MTR CO$13.4M0.18%1,232,780CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$13.4M0.18%128,768CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$13.3M0.17%635,278CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$13.3M0.17%131,416CommonNONE
30040W108ESEVERSOURCE ENERGY$13.3M0.17%208,437CommonNONE
48251W104KKRKKR & CO INC$13.2M0.17%98,996CommonNONE
922908769VTIVANGUARD INDEX FDS$13.1M0.17%43,035CommonNONE
89832Q109TFCTRUIST FINL CORP$12.9M0.17%299,179CommonNONE
756109104OREALTY INCOME CORP$12.8M0.17%222,869CommonNONE
92939U106WECWEC ENERGY GROUP INC$12.8M0.17%122,994CommonNONE
22822V101CCICROWN CASTLE INC$12.5M0.16%121,615CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$12.4M0.16%115,415CommonNONE
25746U109DDOMINION ENERGY INC$12.4M0.16%218,889CommonNONE
46090A721ICLOINVESCO ACTIVELY MANAGED EXC$12.4M0.16%483,218CommonNONE
902973304USBUS BANCORP DEL$12.4M0.16%272,949CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$12.3M0.16%734,963CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$12.3M0.16%38,413CommonNONE
302491303FMCFMC CORP$12.2M0.16%291,689CommonNONE
74762E102QUREQUANTA SVCS INC$12.0M0.16%31,678CommonNONE
760759100RSGREPUBLIC SVCS INC$12.0M0.16%48,517CommonNONE
427866108HSYHERSHEY CO$11.9M0.16%71,467CommonNONE
744320102PRUPRUDENTIAL FINL INC$11.7M0.15%109,162CommonNONE
494368103KMBKIMBERLY-CLARK CORP$11.7M0.15%90,844CommonNONE
437076102HDHOME DEPOT INC$11.6M0.15%31,734CommonNONE
842587107SOSOUTHERN CO$11.5M0.15%125,556CommonNONE
478160104JNJJOHNSON & JOHNSON$11.5M0.15%75,428CommonNONE
921937819BIVVANGUARD BD INDEX FDS$11.5M0.15%148,092CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$11.4M0.15%50,102CommonNONE
194162103CLCOLGATE PALMOLIVE CO$11.4M0.15%125,137CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$11.4M0.15%229,254CommonNONE
281020107EIXEDISON INTL$11.3M0.15%218,523CommonNONE
81752T528CLOZSERIES PORTFOLIOS TR$11.3M0.15%421,192CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$11.2M0.15%123,988CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$11.1M0.15%275,080CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$11.0M0.14%179,821CommonNONE
191216100KOCOCA COLA CO$10.9M0.14%153,998CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$10.9M0.14%112,832CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$10.9M0.14%104,156CommonNONE
654106103NKENIKE INC$10.7M0.14%151,152CommonNONE
370334104GISGENERAL MLS INC$10.7M0.14%206,921CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$10.5M0.14%124,216CommonNONE
500754106KHCKRAFT HEINZ CO$10.5M0.14%407,208CommonNONE
46429B747STIPISHARES TR$10.4M0.14%101,207CommonNONE
464288414MUBISHARES TR$10.4M0.14%99,339CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$10.3M0.14%70,076CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$10.3M0.14%77,410CommonNONE
921937835BNDVANGUARD BD INDEX FDS$10.2M0.13%138,167CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$10.0M0.13%233,392CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$9.9M0.13%566,362CommonNONE
464286533EEMVISHARES INC$9.9M0.13%157,618CommonNONE
35473P801FLQLFRANKLIN TEMPLETON ETF TR$9.9M0.13%156,377CommonNONE
253868103DLRDIGITAL RLTY TR INC$9.9M0.13%56,597CommonNONE
517834107LVSLAS VEGAS SANDS CORP$9.8M0.13%226,217CommonNONE
72201R585PYLDPIMCO ETF TR$9.8M0.13%369,984CommonNONE
64110L106NFLXNETFLIX INC$9.8M0.13%7,308CommonNONE
464287457SHYISHARES TR$9.6M0.13%115,710CommonNONE
742718109PGPROCTER AND GAMBLE CO$9.5M0.12%59,812CommonNONE
205887102CAGCONAGRA BRANDS INC$9.5M0.12%463,471CommonNONE
747525103QCOMQUALCOMM INC$9.3M0.12%58,241CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$9.3M0.12%16,359CommonNONE
40434L105HPQHP INC$9.2M0.12%375,218CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$9.2M0.12%201,484CommonNONE
464287440IEFISHARES TR$9.1M0.12%94,981CommonNONE
260557103DOWDOW INC$8.9M0.12%336,035CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$8.8M0.12%301,073CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$8.8M0.12%212,505CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$8.6M0.11%34,087CommonNONE
464288158SUBISHARES TR$8.3M0.11%77,970CommonNONE
46436E866ISHARES TR$8.3M0.11%353,272CommonNONE
00214Q104ARKKARK ETF TR$8.2M0.11%117,043CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$8.2M0.11%342,337CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$8.1M0.11%203,841CommonNONE
47103U753JBBBJANUS DETROIT STR TR$8.1M0.11%167,050CommonNONE
02079K107GOOGALPHABET INC$8.0M0.11%45,350CommonNONE
69344A107PULSPGIM ETF TR$8.0M0.11%161,291CommonNONE
369550108GDGENERAL DYNAMICS CORP$8.0M0.10%27,331CommonNONE
46432F396MTUMISHARES TR$7.9M0.10%33,077CommonNONE
37954Y459RYLDGLOBAL X FDS$7.9M0.10%527,237CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$7.8M0.10%83,497CommonNONE
74348A467NOBLPROSHARES TR$7.8M0.10%77,873CommonNONE
21036P108STZCONSTELLATION BRANDS INC$7.8M0.10%48,003CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$7.8M0.10%123,919CommonNONE
92204A702VGTVANGUARD WORLD FD$7.7M0.10%11,671CommonNONE
922908553VNQVANGUARD INDEX FDS$7.7M0.10%86,147CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$7.6M0.10%69,692CommonNONE
58155Q103MCKMCKESSON CORP$7.4M0.10%10,065CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$7.3M0.10%10CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$7.1M0.09%23,057CommonNONE
94106L109WMWASTE MGMT INC DEL$7.1M0.09%30,881CommonNONE
53656G498MAGSLISTED FDS TR$7.0M0.09%125,882CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$7.0M0.09%146,762CommonNONE
464288885EFGISHARES TR$7.0M0.09%62,200CommonNONE
713448108PEPPEPSICO INC$6.8M0.09%51,752CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$6.8M0.09%167,787CommonNONE
G29183103ETNEATON CORP PLC$6.7M0.09%18,863CommonNONE
132061201SYLDCAMBRIA ETF TR$6.6M0.09%102,198CommonNONE
98149E303GLDMWORLD GOLD TR$6.6M0.09%101,121CommonNONE
882508104TXNTEXAS INSTRS INC$6.6M0.09%31,902CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$6.6M0.09%30,273CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$6.5M0.09%142,378CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$6.5M0.08%215,272CommonNONE
G54950103LINLINDE PLC$6.4M0.08%13,733CommonNONE
097023105BABOEING CO$6.4M0.08%30,507CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$6.4M0.08%489,753CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$6.3M0.08%46,796CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$6.3M0.08%51,138CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$6.2M0.08%225,649CommonNONE
92189F676SMHVANECK ETF TRUST$6.2M0.08%22,368CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$6.2M0.08%132,342CommonNONE
464287721IYWISHARES TR$6.2M0.08%35,857CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$6.2M0.08%163,667CommonNONE
46138E644IPKWINVESCO EXCH TRADED FD TR II$6.1M0.08%126,168CommonNONE
594972408MSTRMICROSTRATEGY INC$6.1M0.08%15,102CommonNONE
464288687PFFISHARES TR$6.1M0.08%198,810CommonNONE
126650100CVSCVS HEALTH CORP$6.1M0.08%88,296CommonNONE
02209S103MOALTRIA GROUP INC$6.1M0.08%103,438CommonNONE
33738R662FICSFIRST TR EXCHANGE TRADED FD$6.0M0.08%152,766CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$6.0M0.08%147,489CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$6.0M0.08%486,451CommonNONE
46434V381XTISHARES TR$5.9M0.08%90,384CommonNONE
464288653TLHISHARES TR$5.8M0.08%56,934CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$5.7M0.07%90,823CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$5.7M0.07%41,655CommonNONE
464287101OEFISHARES TR$5.6M0.07%18,494CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$5.6M0.07%200,581CommonNONE
369604301GEGE AEROSPACE$5.6M0.07%21,856CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$5.4M0.07%137,015CommonNONE
00214Q203ARKQARK ETF TR$5.4M0.07%60,604CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$5.4M0.07%116,480CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$5.4M0.07%17,251CommonNONE
09290C806THROBLACKROCK ETF TRUST$5.4M0.07%150,637CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$5.2M0.07%13,198CommonNONE
921910816MGKVANGUARD WORLD FD$5.2M0.07%14,196CommonNONE
78468R523BILSSPDR SERIES TRUST$5.2M0.07%51,855CommonNONE
701094104PHPARKER-HANNIFIN CORP$5.1M0.07%7,313CommonNONE
548661107LOWLOWES COS INC$5.1M0.07%22,931CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$5.0M0.07%92,097CommonNONE
58933Y105MRKMERCK & CO INC$5.0M0.07%63,287CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$5.0M0.07%215,504CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.0M0.07%16,988CommonNONE
060505104BACBANK AMERICA CORP$5.0M0.07%105,208CommonNONE
921937793BLVVANGUARD BD INDEX FDS$4.9M0.06%71,051CommonNONE
808513105SCHWSCHWAB CHARLES CORP$4.9M0.06%54,113CommonNONE
172967424CCITIGROUP INC$4.9M0.06%57,738CommonNONE
464287630IWNISHARES TR$4.9M0.06%31,083CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$4.9M0.06%6,911CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$4.8M0.06%11,523CommonNONE
464287614IWFISHARES TR$4.8M0.06%11,360CommonNONE
464287507IJHISHARES TR$4.8M0.06%77,264CommonNONE
718172109PMPHILIP MORRIS INTL INC$4.8M0.06%26,267CommonNONE
464287804IJRISHARES TR$4.7M0.06%43,135CommonNONE
092528603BINCBLACKROCK ETF TRUST II$4.7M0.06%89,040CommonNONE
45782C672UAUGINNOVATOR ETFS TRUST$4.7M0.06%125,575CommonNONE
02072L565BOXXEA SERIES TRUST$4.7M0.06%41,554CommonNONE
57636Q104MAMASTERCARD INCORPORATED$4.6M0.06%8,260CommonNONE
45784N825TJANINNOVATOR ETFS TRUST$4.6M0.06%175,561CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$4.6M0.06%56,702CommonNONE
46138E222IDMOINVESCO EXCH TRADED FD TR II$4.6M0.06%89,688CommonNONE
002824100ABTABBOTT LABS$4.6M0.06%33,634CommonNONE
49177J102KVUEKENVUE INC$4.5M0.06%217,056CommonNONE
29273V100ETENERGY TRANSFER L P$4.5M0.06%249,040CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$4.5M0.06%105,355CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$4.4M0.06%13,740CommonNONE
682680103OKEONEOK INC NEW$4.4M0.06%53,735CommonNONE
00724F101ADBEADOBE INC$4.4M0.06%11,302CommonNONE
294429105EFXEQUIFAX INC$4.3M0.06%16,645CommonNONE
922908611VBRVANGUARD INDEX FDS$4.2M0.06%21,766CommonNONE
69374H881COWZPACER FDS TR$4.2M0.06%76,910CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$4.2M0.06%222,907CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$4.2M0.06%49,464CommonNONE
00214Q401ARKWARK ETF TR$4.2M0.05%28,228CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$4.1M0.05%55,266CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$4.1M0.05%161,290CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$4.0M0.05%40,879CommonNONE
036752103ELVELEVANCE HEALTH INC$4.0M0.05%10,299CommonNONE
46435G672IAGGISHARES TR$4.0M0.05%78,106CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$3.9M0.05%57,514CommonNONE
464289867AORISHARES TR$3.9M0.05%63,798CommonNONE
464288802SUSAISHARES TR$3.9M0.05%30,760CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$3.8M0.05%8,573CommonNONE
438516106HONHONEYWELL INTL INC$3.8M0.05%16,168CommonNONE
45783Y442ZALTINNOVATOR ETFS TRUST$3.7M0.05%121,519CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$3.7M0.05%90,984CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.6M0.05%8,923CommonNONE
464286525ACWVISHARES INC$3.6M0.05%30,463CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$3.6M0.05%22,434CommonNONE
071813109BAXBAXTER INTL INC$3.6M0.05%118,677CommonNONE
09260D107BXBLACKSTONE INC$3.6M0.05%23,984CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$3.6M0.05%81,656CommonNONE
922908629VOVANGUARD INDEX FDS$3.6M0.05%12,773CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$3.6M0.05%24,202CommonNONE
33740U612MARMFIRST TR EXCHNG TRADED FD VI$3.5M0.05%110,385CommonNONE
921909768VXUSVANGUARD STAR FDS$3.5M0.05%51,119CommonNONE
949746101WMT2WELLS FARGO CO NEW$3.5M0.05%44,038CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$3.5M0.05%40,300CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$3.5M0.05%142,549CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$3.5M0.05%96,820CommonNONE
464287515IGVISHARES TR$3.4M0.05%31,394CommonNONE
595112103MUMICRON TECHNOLOGY INC$3.4M0.05%27,879CommonNONE
464289875AOMISHARES TR$3.4M0.04%74,295CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$3.4M0.04%40,875CommonNONE
075887109BDXBECTON DICKINSON & CO$3.4M0.04%19,500CommonNONE
46428Q109SLVISHARES SILVER TR$3.3M0.04%101,617CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$3.3M0.04%6,649CommonNONE
115236101BROBROWN & BROWN INC$3.2M0.04%29,267CommonNONE
617446448MSMORGAN STANLEY$3.2M0.04%22,591CommonNONE
78468R622JNKSPDR SERIES TRUST$3.2M0.04%32,663CommonNONE
46429B655FLOTISHARES TR$3.1M0.04%61,723CommonNONE
14040H105COFCAPITAL ONE FINL CORP$3.1M0.04%14,557CommonNONE
45782C474KJANINNOVATOR ETFS TRUST$3.1M0.04%82,326CommonNONE
36828A101GEVGE VERNOVA INC$3.1M0.04%5,830CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$3.1M0.04%16,333CommonNONE
45782C565UNOVINNOVATOR ETFS TRUST$3.1M0.04%84,887CommonNONE
69374H568PSFFPACER FDS TR$3.0M0.04%98,936CommonNONE
92204A504VHTVANGUARD WORLD FD$2.9M0.04%11,720CommonNONE
132061300FYLDCAMBRIA ETF TR$2.9M0.04%99,091CommonNONE
45783Y244JAJLINNOVATOR ETFS TRUST$2.9M0.04%101,949CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$2.9M0.04%35,468CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$2.9M0.04%160,523CommonNONE
922908538VOTVANGUARD INDEX FDS$2.8M0.04%9,989CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2.8M0.04%15,223CommonNONE
35137L105FOXAFOX CORP$2.8M0.04%49,990CommonNONE
717081103PFEPFIZER INC$2.8M0.04%115,095CommonNONE
032108664HACKAMPLIFY ETF TR$2.8M0.04%32,265CommonNONE
00214Q708ARKFARK ETF TR$2.7M0.04%54,472CommonNONE
46431W507NEARISHARES U S ETF TR$2.7M0.04%53,539CommonNONE
16411R208LNGCHENIERE ENERGY INC$2.7M0.04%11,193CommonNONE
78468R606SPHYSPDR SERIES TRUST$2.7M0.04%113,387CommonNONE
00326A104SGOLETFS GOLD TR$2.7M0.04%85,352CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.7M0.04%10,675CommonNONE
855244109SBUXSTARBUCKS CORP$2.7M0.04%29,214CommonNONE
34959J108FTVFORTIVE CORP$2.7M0.03%50,996CommonNONE
872590104TMUST-MOBILE US INC$2.6M0.03%11,010CommonNONE
907818108UNPUNION PAC CORP$2.6M0.03%11,380CommonNONE
46434V878ICSHISHARES TR$2.6M0.03%51,366CommonNONE
45784N726ZAPRINNOVATOR ETFS TRUST$2.6M0.03%103,174CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$2.6M0.03%76,843CommonNONE
46435U853USHYISHARES TR$2.6M0.03%68,520CommonNONE
45783Y541TJULINNOVATOR ETFS TRUST$2.6M0.03%89,526CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$2.6M0.03%122,371CommonNONE
45784N601AOCTINNOVATOR ETFS TRUST$2.5M0.03%98,884CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$2.5M0.03%42,297CommonNONE
209115104EDCONSOLIDATED EDISON INC$2.5M0.03%24,926CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$2.5M0.03%102,103CommonNONE
30161N101EXCEXELON CORP$2.5M0.03%57,287CommonNONE
17275R102CSCOCISCO SYS INC$2.5M0.03%35,758CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$2.5M0.03%17,390CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$2.5M0.03%59,391CommonNONE
704326107PAYXPAYCHEX INC$2.5M0.03%16,857CommonNONE
718546104PSXPHILLIPS 66$2.4M0.03%20,130CommonNONE
25754A201DPZDOMINOS PIZZA INC$2.4M0.03%5,325CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$2.4M0.03%15,189CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$2.4M0.03%60,551CommonNONE
464287481IWPISHARES TR$2.4M0.03%17,098CommonNONE
78464A839MDYVSPDR SERIES TRUST$2.4M0.03%29,591CommonNONE
65339F101NEENEXTERA ENERGY INC$2.3M0.03%33,529CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$2.3M0.03%65,522CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.3M0.03%10,185CommonNONE
29084Q100EMEEMCOR GROUP INC$2.3M0.03%4,312CommonNONE
29250N105ENBENBRIDGE INC$2.3M0.03%50,888CommonNONE
88033G407THCTENET HEALTHCARE CORP$2.3M0.03%12,854CommonNONE
20825C104COPCONOCOPHILLIPS$2.2M0.03%24,851CommonNONE
78464A821MDYGSPDR SERIES TRUST$2.2M0.03%25,431CommonNONE
244199105DEDEERE & CO$2.2M0.03%4,312CommonNONE
235851102DHRDANAHER CORPORATION$2.2M0.03%11,005CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.2M0.03%26,565CommonNONE
78464A201SLYGSPDR SERIES TRUST$2.1M0.03%24,210CommonNONE
464287598IWDISHARES TR$2.1M0.03%10,920CommonNONE
45782C821UOCTINNOVATOR ETFS TRUST$2.1M0.03%57,368CommonNONE
09290C780BAIBLACKROCK ETF TRUST$2.1M0.03%72,786CommonNONE
92204A207VDCVANGUARD WORLD FD$2.1M0.03%9,489CommonNONE
78464A300SLYVSPDR SERIES TRUST$2.0M0.03%25,565CommonNONE
464288281EMBISHARES TR$2.0M0.03%21,780CommonNONE
291011104EMREMERSON ELEC CO$2.0M0.03%15,018CommonNONE
G0403H108AONAON PLC$2.0M0.03%5,604CommonNONE
783859101STBAS & T BANCORP INC$2.0M0.03%52,720CommonNONE
G5960L103MDTMEDTRONIC PLC$2.0M0.03%22,772CommonNONE
46435U218SUSLISHARES TR$2.0M0.03%18,312CommonNONE
020002101ALLALLSTATE CORP$2.0M0.03%9,775CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$2.0M0.03%37,253CommonNONE
70202L102PSNPARSONS CORP DEL$1.9M0.03%26,997CommonNONE
001055102AFLAFLAC INC$1.9M0.03%18,273CommonNONE
693718108PCARPACCAR INC$1.9M0.03%20,159CommonNONE
464289859AOAISHARES TR$1.9M0.02%22,833CommonNONE
72201R775BONDPIMCO ETF TR$1.9M0.02%20,607CommonNONE
46435G243SUSBISHARES TR$1.9M0.02%75,265CommonNONE
695156109PKGPACKAGING CORP AMER$1.9M0.02%10,047CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$1.9M0.02%17,273CommonNONE
46435G516ESGDISHARES TR$1.9M0.02%21,057CommonNONE
14020Y888CGUICAPITAL GRP FIXED INCM ETF T$1.9M0.02%74,414CommonNONE
464287556IBBISHARES TR$1.9M0.02%14,820CommonNONE
824348106SHWSHERWIN WILLIAMS CO$1.9M0.02%5,450CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.9M0.02%40,127CommonNONE
05722G100BKRBAKER HUGHES COMPANY$1.9M0.02%48,399CommonNONE
30034W106EVRGEVERGY INC$1.9M0.02%26,866CommonNONE
45782C367IAPRINNOVATOR ETFS TRUST$1.8M0.02%63,220CommonNONE
911363109URIUNITED RENTALS INC$1.8M0.02%2,449CommonNONE
46429B267GOVTISHARES TR$1.8M0.02%80,176CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.8M0.02%89,497CommonNONE
37954Y632AIQGLOBAL X FDS$1.8M0.02%41,793CommonNONE
45782C649USEPINNOVATOR ETFS TRUST$1.8M0.02%49,533CommonNONE
88579Y101MMM3M CO$1.8M0.02%11,978CommonNONE
78468R556XOPSPDR SERIES TRUST$1.8M0.02%14,466CommonNONE
12572Q105CMECME GROUP INC$1.8M0.02%6,592CommonNONE
71424F105PRPERMIAN RESOURCES CORP$1.8M0.02%132,192CommonNONE
969457100WMBWILLIAMS COS INC$1.8M0.02%28,524CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$1.8M0.02%39,791CommonNONE
56585A102MPCMARATHON PETE CORP$1.8M0.02%10,687CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$1.7M0.02%31,086CommonNONE
92204A306VDEVANGUARD WORLD FD$1.7M0.02%14,640CommonNONE
464288646IGSBISHARES TR$1.7M0.02%32,939CommonNONE
46435U549EAGGISHARES TR$1.7M0.02%36,411CommonNONE
55336V100MPLXMPLX LP$1.7M0.02%33,350CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$1.7M0.02%12,410CommonNONE
46435G193SUSCISHARES TR$1.7M0.02%73,372CommonNONE
032108409DIVOAMPLIFY ETF TR$1.7M0.02%39,964CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.7M0.02%7,608CommonNONE
35473P439INCMFRANKLIN TEMPLETON ETF TR$1.7M0.02%62,082CommonNONE
45783Y616APRJINNOVATOR ETFS TRUST$1.7M0.02%67,570CommonNONE
337738108FISVFISERV INC$1.6M0.02%9,507CommonNONE
461202103INTUINTUIT$1.6M0.02%2,073CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1.6M0.02%31,218CommonNONE
46435U556ARTYISHARES TR$1.6M0.02%39,246CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$1.6M0.02%43,362CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$1.6M0.02%62,505CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$1.6M0.02%62,875CommonNONE
512807306LRCXLAM RESEARCH CORP$1.6M0.02%15,946CommonNONE
92204A876VPUVANGUARD WORLD FD$1.5M0.02%8,774CommonNONE
46436E858IBTGISHARES TR$1.5M0.02%67,021CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.5M0.02%30,110CommonNONE
670100205NVONOVO-NORDISK A S$1.5M0.02%22,037CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.5M0.02%10,523CommonNONE
380237107GDDYGODADDY INC$1.5M0.02%8,431CommonNONE
46434V621DGROISHARES TR$1.5M0.02%23,543CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$1.5M0.02%31,423CommonNONE
922908512VOEVANGUARD INDEX FDS$1.5M0.02%9,120CommonNONE
45783Y491OCTJINNOVATOR ETFS TRUST$1.5M0.02%62,339CommonNONE
872540109TJXTJX COS INC NEW$1.5M0.02%12,035CommonNONE
45783Y525OCTHINNOVATOR ETFS TRUST$1.5M0.02%62,005CommonNONE
233051200DBEFDBX ETF TR$1.5M0.02%33,477CommonNONE
464287242LQDISHARES TR$1.5M0.02%13,280CommonNONE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$1.5M0.02%37,208CommonNONE
66538R730LGHNORTHERN LTS FD TR III$1.4M0.02%26,619CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$1.4M0.02%14,871CommonNONE
464287176TIPISHARES TR$1.4M0.02%12,935CommonNONE
78433H675QQQINEOS ETF TRUST$1.4M0.02%27,274CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$1.4M0.02%4,931CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$1.4M0.02%98,655CommonNONE
871829107SYYSYSCO CORP$1.4M0.02%18,378CommonNONE
66987V109NVSNOVARTIS AG$1.4M0.02%11,487CommonNONE
464287648IWOISHARES TR$1.4M0.02%4,852CommonNONE
501044101KRKROGER CO$1.4M0.02%19,312CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.4M0.02%37,959CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$1.4M0.02%12,043CommonNONE
032108607BLOKAMPLIFY ETF TR$1.4M0.02%23,652CommonNONE
110448107BTIBRITISH AMERN TOB PLC$1.3M0.02%28,470CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.3M0.02%232CommonNONE
40412C101HCAHCA HEALTHCARE INC$1.3M0.02%3,471CommonNONE
579780206MKCMCCORMICK & CO INC$1.3M0.02%17,451CommonNONE

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.