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Brookstone Capital Management

Q4 2025 · 13F-HR

Brookstone Capital Managementholdings as filed

Filed 2026-01-15 · accession 0001062993-26-000271

$8.74B
Reported value
1,163
Positions
2025-12-31
Period end
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Holdings as filed

First 500 of 1163

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$304.6M3.48%495,804CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$249.8M2.86%366,316CommonNONE
922908736VUGVANGUARD INDEX FDS$199.7M2.28%409,394CommonNONE
922908744VTVVANGUARD INDEX FDS$198.1M2.27%1,037,193CommonNONE
67066G104NVDANVIDIA CORPORATION$174.0M1.99%933,131CommonNONE
037833100AAPLAPPLE INC$153.5M1.76%564,466CommonNONE
66537J606BAMGNORTHERN LTS FD TR IV$126.7M1.45%3,156,445CommonNONE
464287200IVVISHARES TR$121.0M1.38%176,687CommonNONE
023135106AMZNAMAZON COM INC$118.3M1.35%512,305CommonNONE
594918104MSFTMICROSOFT CORP$107.1M1.22%221,362CommonNONE
464287226AGGISHARES TR$96.8M1.11%969,348CommonNONE
66537J705BAMVNORTHERN LTS FD TR IV$90.8M1.04%2,801,127CommonNONE
66537J507BAMDNORTHERN LTS FD TR IV$86.7M0.99%2,889,707CommonNONE
922908363VOOVANGUARD INDEX FDS$83.9M0.96%133,805CommonNONE
46432F842IEFAISHARES TR$81.8M0.94%914,163CommonNONE
46429B697USMVISHARES TR$80.4M0.92%854,348CommonNONE
46434G103IEMGISHARES INC$78.5M0.90%1,167,273CommonNONE
02079K305GOOGLALPHABET INC$77.8M0.89%248,721CommonNONE
45782C532UDECINNOVATOR ETFS TRUST$74.3M0.85%1,875,251CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$72.5M0.83%329,974CommonNONE
66537J887BAMUNORTHERN LTS FD TR IV$68.3M0.78%2,716,336CommonNONE
45782C672UAUGINNOVATOR ETFS TRUST$66.9M0.77%1,675,549CommonNONE
78463V107GLDSPDR GOLD TR$66.6M0.76%167,937CommonNONE
464287655IWMISHARES TR$65.7M0.75%266,742CommonNONE
45782C821UOCTINNOVATOR ETFS TRUST$65.2M0.75%1,669,155CommonNONE
45782C565UNOVINNOVATOR ETFS TRUST$64.5M0.74%1,695,601CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$64.0M0.73%1,024,040CommonNONE
45782C649USEPINNOVATOR ETFS TRUST$63.6M0.73%1,618,090CommonNONE
66537J804BAMBNORTHERN LTS FD TR IV$60.0M0.69%2,276,118CommonNONE
88160R101TSLATESLA INC$53.0M0.61%117,765CommonNONE
30303M102METAMETA PLATFORMS INC$52.9M0.61%80,197CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$52.1M0.60%1,247,662CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$51.7M0.59%269,874CommonNONE
46434V860TFLOISHARES TR$50.6M0.58%1,002,671CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$49.2M0.56%859,926CommonNONE
78464A854SPYMSPDR SERIES TRUST$48.6M0.56%605,575CommonNONE
26922B105MSTBETF SER SOLUTIONS$46.7M0.53%1,168,790CommonNONE
532457108LLYELI LILLY & CO$44.9M0.51%41,804CommonNONE
66537J879BAMANORTHERN LTS FD TR IV$42.4M0.49%1,251,678CommonNONE
09661T602BKAGBNY MELLON ETF TRUST$41.8M0.48%986,411CommonNONE
66537J861BAMONORTHERN LTS FD TR IV$39.3M0.45%1,206,257CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$39.2M0.45%893,154CommonNONE
66537J853BAMYNORTHERN LTS FD TR IV$38.7M0.44%1,393,299CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$38.4M0.44%537,524CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$38.3M0.44%884,459CommonNONE
46436E841IBTHISHARES TR$38.2M0.44%1,701,726CommonNONE
46436E825IBTJISHARES TR$37.9M0.43%1,728,453CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$37.1M0.42%806,708CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$36.5M0.42%840,921CommonNONE
78468R663BILSPDR SERIES TRUST$35.9M0.41%392,883CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$35.2M0.40%805,750CommonNONE
149123101CATCATERPILLAR INC$35.0M0.40%61,031CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$34.7M0.40%107,609CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$34.2M0.39%997,857CommonNONE
37954Y475XYLDGLOBAL X FDS$33.6M0.38%827,203CommonNONE
46436E718SGOVISHARES TR$33.4M0.38%332,517CommonNONE
46435G425ESGUISHARES TR$33.3M0.38%223,718CommonNONE
931142103WMTWALMART INC$33.0M0.38%296,626CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$32.9M0.38%70,276CommonNONE
45782C557BDECINNOVATOR ETFS TRUST$32.4M0.37%654,744CommonNONE
46138G888TBLLINVESCO EXCH TRADED FD TR II$31.9M0.36%301,814CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$31.6M0.36%1,869,646CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$30.7M0.35%523,056CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$30.7M0.35%916,528CommonNONE
26922A388DRSKETF SER SOLUTIONS$30.7M0.35%1,077,889CommonNONE
46436E833IBTIISHARES TR$30.6M0.35%1,369,553CommonNONE
464287408IVEISHARES TR$30.4M0.35%143,272CommonNONE
45782C698BAUGINNOVATOR ETFS TRUST$30.2M0.35%603,489CommonNONE
922908751VBVANGUARD INDEX FDS$30.1M0.34%116,671CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$29.6M0.34%1,509,875CommonNONE
464288588MBBISHARES TR$29.4M0.34%308,428CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$29.4M0.34%1,487,744CommonNONE
464287309IVWISHARES TR$29.2M0.33%237,167CommonNONE
45782C664BSEPINNOVATOR ETFS TRUST$29.2M0.33%592,519CommonNONE
30231G102XOMEXXON MOBIL CORP$29.2M0.33%242,351CommonNONE
45782C581BNOVINNOVATOR ETFS TRUST$29.0M0.33%651,205CommonNONE
92189F643MOATVANECK ETF TRUST$28.9M0.33%279,045CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$28.8M0.33%1,399,728CommonNONE
45782C771BOCTINNOVATOR ETFS TRUST$28.5M0.33%575,691CommonNONE
47103U845JAAAJANUS DETROIT STR TR$28.3M0.32%559,725CommonNONE
464289438IWYISHARES TR$27.9M0.32%100,907CommonNONE
580135101MCDMCDONALDS CORP$27.7M0.32%90,600CommonNONE
79466L302CRMSALESFORCE INC$26.5M0.30%100,020CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$26.4M0.30%490,324CommonNONE
922907746VTEBVANGUARD MUN BD FDS$25.5M0.29%506,744CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$25.4M0.29%415,387CommonNONE
78464A409SPYGSPDR SERIES TRUST$25.2M0.29%236,381CommonNONE
369604301GEGE AEROSPACE$25.2M0.29%81,854CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$24.7M0.28%97,799CommonNONE
46434V613IUSBISHARES TR$24.6M0.28%528,556CommonNONE
031162100AMGNAMGEN INC$24.4M0.28%74,409CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$24.2M0.28%511,314CommonNONE
37954Y483QYLDGLOBAL X FDS$23.6M0.27%1,337,693CommonNONE
464285204IAUISHARES GOLD TR$23.5M0.27%289,772CommonNONE
46432F834IXUSISHARES TR$23.4M0.27%276,872CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$23.3M0.27%1,235,611CommonNONE
025816109AXPAMERICAN EXPRESS CO$23.3M0.27%62,902CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$23.2M0.27%381,379CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$23.1M0.26%819,370CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$22.6M0.26%452,717CommonNONE
040413205ANETARISTA NETWORKS INC$22.4M0.26%170,724CommonNONE
038222105AMATAPPLIED MATLS INC$22.2M0.25%86,420CommonNONE
92826C839VVISA INC$22.1M0.25%63,013CommonNONE
75513E101RTXRTX CORPORATION$21.8M0.25%119,122CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$21.6M0.25%100,659CommonNONE
00287Y109ABBVABBVIE INC$20.9M0.24%91,414CommonNONE
68389X105ORCLORACLE CORP$20.8M0.24%106,805CommonNONE
11135F101AVGOBROADCOM INC$20.4M0.23%59,082CommonNONE
26922B733MSTQETF SER SOLUTIONS$20.4M0.23%591,742CommonNONE
166764100CVXCHEVRON CORP NEW$20.4M0.23%133,786CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$20.4M0.23%114,527CommonNONE
46432F339QUALISHARES TR$19.6M0.22%98,912CommonNONE
46284V101IRMIRON MTN INC DEL$19.6M0.22%235,933CommonNONE
46429B689EFAVISHARES TR$18.8M0.22%218,547CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$18.7M0.21%156,955CommonNONE
464287689IWVISHARES TR$18.5M0.21%47,919CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$18.5M0.21%296,429CommonNONE
922908769VTIVANGUARD INDEX FDS$18.3M0.21%54,687CommonNONE
464287150ITOTISHARES TR$18.1M0.21%121,828CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$17.5M0.20%34,844CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$17.5M0.20%67,584CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$17.5M0.20%183,197CommonNONE
46428Q109SLVISHARES SILVER TR$17.4M0.20%270,396CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$16.8M0.19%611,138CommonNONE
72201R833MINTPIMCO ETF TR$16.6M0.19%165,262CommonNONE
02079K107GOOGALPHABET INC$16.6M0.19%52,745CommonNONE
78464A508SPYVSPDR SERIES TRUST$16.4M0.19%288,514CommonNONE
032095101APHAMPHENOL CORP NEW$16.3M0.19%120,709CommonNONE
00206R102TAT&T INC$16.1M0.18%649,467CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$16.1M0.18%327,513CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$16.1M0.18%395,073CommonNONE
48251W104KKRKKR & CO INC$16.0M0.18%125,779CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$16.0M0.18%240,598CommonNONE
464287614IWFISHARES TR$15.9M0.18%33,604CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$15.8M0.18%305,787CommonNONE
697435105PANWPALO ALTO NETWORKS INC$15.8M0.18%85,546CommonNONE
89832Q109TFCTRUIST FINL CORP$15.7M0.18%318,403CommonNONE
092528603BINCBLACKROCK ETF TRUST II$15.4M0.18%291,612CommonNONE
72201R585PYLDPIMCO ETF TR$15.2M0.17%570,118CommonNONE
74762E102QUREQUANTA SVCS INC$15.1M0.17%35,786CommonNONE
922040845VBILVANGUARD INSTL INDEX FD$15.1M0.17%200,156CommonNONE
74347R107SSOPROSHARES TR$15.1M0.17%260,435CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$15.1M0.17%17,485CommonNONE
464288414MUBISHARES TR$15.0M0.17%140,193CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$15.0M0.17%164,014CommonNONE
478160104JNJJOHNSON & JOHNSON$14.9M0.17%72,036CommonNONE
921937827BSVVANGUARD BD INDEX FDS$14.6M0.17%185,492CommonNONE
461202103INTUINTUIT$14.6M0.17%22,046CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$14.6M0.17%616,156CommonNONE
26922B642JUCYETF SER SOLUTIONS$14.5M0.17%654,504CommonNONE
517834107LVSLAS VEGAS SANDS CORP$14.5M0.17%222,677CommonNONE
254687106DISDISNEY WALT CO$14.4M0.16%126,456CommonNONE
375558103GILDGILEAD SCIENCES INC$14.2M0.16%115,370CommonNONE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$14.0M0.16%322,200CommonNONE
81762P102NOWSERVICENOW INC$14.0M0.16%91,158CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$13.9M0.16%97,133CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$13.8M0.16%118,018CommonNONE
464287101OEFISHARES TR$13.6M0.16%39,788CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$13.6M0.16%166,387CommonNONE
902973304USBUS BANCORP DEL$13.5M0.15%252,972CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$13.4M0.15%116,275CommonNONE
539830109LMTLOCKHEED MARTIN CORP$13.3M0.15%27,576CommonNONE
464288877EFVISHARES TR$13.3M0.15%186,541CommonNONE
345370860FFORD MTR CO$13.3M0.15%1,014,879CommonNONE
92204A702VGTVANGUARD WORLD FD$13.3M0.15%17,598CommonNONE
921937819BIVVANGUARD BD INDEX FDS$13.1M0.15%167,849CommonNONE
30040W108ESEVERSOURCE ENERGY$13.1M0.15%194,037CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$13.0M0.15%113,951CommonNONE
842587107SOSOUTHERN CO$12.7M0.15%145,426CommonNONE
493267108KEYKEYCORP$12.6M0.14%612,333CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$12.6M0.14%260,644CommonNONE
886365105SGRTTIDAL TRUST I$12.6M0.14%502,265CommonNONE
437076102HDHOME DEPOT INC$12.5M0.14%36,452CommonNONE
194162103CLCOLGATE PALMOLIVE CO$12.5M0.14%158,730CommonNONE
281020107EIXEDISON INTL$12.4M0.14%207,099CommonNONE
744320102PRUPRUDENTIAL FINL INC$12.4M0.14%109,541CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$12.2M0.14%704,717CommonNONE
756109104OREALTY INCOME CORP$12.1M0.14%215,528CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$12.0M0.14%298,893CommonNONE
427866108HSYHERSHEY CO$12.0M0.14%65,969CommonNONE
921937835BNDVANGUARD BD INDEX FDS$12.0M0.14%162,075CommonNONE
35473P801FLQLFRANKLIN TEMPLETON ETF TR$12.0M0.14%172,540CommonNONE
736508847PORPORTLAND GEN ELEC CO$11.9M0.14%248,096CommonNONE
464288158SUBISHARES TR$11.9M0.14%111,061CommonNONE
92939U106WECWEC ENERGY GROUP INC$11.8M0.14%112,312CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$11.8M0.13%169,841CommonNONE
49456B101KMIKINDER MORGAN INC DEL$11.7M0.13%426,364CommonNONE
654106103NKENIKE INC$11.6M0.13%181,695CommonNONE
58155Q103MCKMCKESSON CORP$11.3M0.13%13,821CommonNONE
25746U109DDOMINION ENERGY INC$11.3M0.13%192,647CommonNONE
89400J107TRUTRANSUNION$11.1M0.13%129,992CommonNONE
370334104GISGENERAL MLS INC$11.0M0.13%236,675CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$10.9M0.12%106,426CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$10.8M0.12%242,401CommonNONE
58933Y105MRKMERCK & CO INC$10.7M0.12%102,105CommonNONE
464287432TLTISHARES TR$10.7M0.12%122,472CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$10.5M0.12%229,280CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$10.5M0.12%283,999CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$10.1M0.12%628,491CommonNONE
060505104BACBANK AMERICA CORP$10.1M0.12%183,727CommonNONE
494368103KMBKIMBERLY-CLARK CORP$10.0M0.11%99,028CommonNONE
747525103QCOMQUALCOMM INC$9.9M0.11%58,033CommonNONE
40434L105HPQHP INC$9.9M0.11%443,915CommonNONE
500754106KHCKRAFT HEINZ CO$9.8M0.11%404,310CommonNONE
595112103MUMICRON TECHNOLOGY INC$9.8M0.11%34,260CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$9.7M0.11%74,610CommonNONE
95040Q104WELLWELLTOWER INC$9.7M0.11%52,177CommonNONE
22822V101CCICROWN CASTLE INC$9.7M0.11%108,884CommonNONE
64110L106NFLXNETFLIX INC$9.7M0.11%103,013CommonNONE
46432F396MTUMISHARES TR$9.6M0.11%38,526CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$9.6M0.11%204,989CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$9.6M0.11%15,884CommonNONE
46429B747STIPISHARES TR$9.5M0.11%92,620CommonNONE
369550108GDGENERAL DYNAMICS CORP$9.4M0.11%27,871CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$9.3M0.11%64,914CommonNONE
464286533EEMVISHARES INC$9.2M0.11%144,210CommonNONE
464287457SHYISHARES TR$9.2M0.11%111,482CommonNONE
277432100EMNEASTMAN CHEM CO$9.2M0.10%143,362CommonNONE
701094104PHPARKER-HANNIFIN CORP$9.1M0.10%10,406CommonNONE
00214Q104ARKKARK ETF TR$9.0M0.10%117,571CommonNONE
189054109CLXCLOROX CO DEL$9.0M0.10%89,536CommonNONE
742718109PGPROCTER AND GAMBLE CO$9.0M0.10%62,894CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$9.0M0.10%343,307CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$8.9M0.10%191,699CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$8.6M0.10%264,538CommonNONE
871607107SNPSSYNOPSYS INC$8.5M0.10%18,037CommonNONE
37954Y459RYLDGLOBAL X FDS$8.5M0.10%552,522CommonNONE
172967424CCITIGROUP INC$8.4M0.10%71,981CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$8.4M0.10%199,634CommonNONE
713448108PEPPEPSICO INC$8.3M0.10%58,175CommonNONE
G54950103LINLINDE PLC$8.3M0.10%19,491CommonNONE
78409V104SPGIS&P GLOBAL INC$8.3M0.10%15,895CommonNONE
922908553VNQVANGUARD INDEX FDS$8.3M0.09%93,434CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$8.2M0.09%69,719CommonNONE
132061201SYLDCAMBRIA ETF TR$8.2M0.09%117,367CommonNONE
464288653TLHISHARES TR$8.1M0.09%79,777CommonNONE
09631P102BPREBLUEROCK PVT REAL ESTATE FD$8.0M0.09%531,637CommonNONE
46138E644IPKWINVESCO EXCH TRADED FD TR II$7.9M0.09%142,454CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$7.8M0.09%17,572CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$7.7M0.09%155,708CommonNONE
74348A467NOBLPROSHARES TR$7.7M0.09%74,241CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$7.7M0.09%172,712CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$7.6M0.09%231,562CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$7.6M0.09%576,532CommonNONE
09290C780BAIBLACKROCK ETF TRUST$7.6M0.09%227,504CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$7.5M0.09%10CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$7.5M0.09%168,119CommonNONE
G29183103ETNEATON CORP PLC$7.5M0.09%23,549CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$7.4M0.09%250,995CommonNONE
88339J105TTDTHE TRADE DESK INC$7.4M0.08%194,215CommonNONE
09290C806THROBLACKROCK ETF TRUST$7.3M0.08%190,516CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$7.3M0.08%241,917CommonNONE
98149E303GLDMWORLD GOLD TR$7.2M0.08%84,302CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$7.1M0.08%8,070CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$7.0M0.08%18,309CommonNONE
92189F106GDXVANECK ETF TRUST$7.0M0.08%81,776CommonNONE
46434V381XTISHARES TR$7.0M0.08%99,827CommonNONE
45783Y475EALTINNOVATOR ETFS TRUST$6.9M0.08%196,513CommonNONE
097023105BABOEING CO$6.9M0.08%31,788CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$6.9M0.08%147,637CommonNONE
53656G498MAGSLISTED FDS TR$6.8M0.08%103,602CommonNONE
717081103PFEPFIZER INC$6.7M0.08%270,517CommonNONE
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45782C870PAPRINNOVATOR ETFS TRUST$6.7M0.08%170,595CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$6.7M0.08%123,598CommonNONE
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94106L109WMWASTE MGMT INC DEL$6.6M0.08%29,848CommonNONE
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46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$6.2M0.07%107,220CommonNONE
921910816MGKVANGUARD WORLD FD$6.2M0.07%15,074CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$6.2M0.07%156,663CommonNONE
47103U746JSIJANUS DETROIT STR TR$6.2M0.07%118,451CommonNONE
191216100KOCOCA COLA CO$6.1M0.07%86,589CommonNONE
02209S103MOALTRIA GROUP INC$6.0M0.07%104,192CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$6.0M0.07%127,585CommonNONE
02072L565BOXXEA SERIES TRUST$6.0M0.07%52,124CommonNONE
12811T571CAIECALAMOS ETF TR$6.0M0.07%222,859CommonNONE
922908611VBRVANGUARD INDEX FDS$6.0M0.07%28,123CommonNONE
464287440IEFISHARES TR$6.0M0.07%61,937CommonNONE
45783Y442ZALTINNOVATOR ETFS TRUST$5.9M0.07%179,756CommonNONE
09260D107BXBLACKSTONE INC$5.8M0.07%37,838CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$5.8M0.07%37,655CommonNONE
882508104TXNTEXAS INSTRS INC$5.8M0.07%33,352CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$5.8M0.07%17,485CommonNONE
37954Y632AIQGLOBAL X FDS$5.7M0.07%112,693CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$5.7M0.07%121,833CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$5.7M0.07%118,924CommonNONE
921937793BLVVANGUARD BD INDEX FDS$5.5M0.06%79,494CommonNONE
45783Y541TJULINNOVATOR ETFS TRUST$5.5M0.06%186,376CommonNONE
464287630IWNISHARES TR$5.4M0.06%30,048CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$5.4M0.06%107,893CommonNONE
464288687PFFISHARES TR$5.4M0.06%173,859CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.4M0.06%18,131CommonNONE
921909768VXUSVANGUARD STAR FDS$5.3M0.06%70,859CommonNONE
464287507IJHISHARES TR$5.3M0.06%80,977CommonNONE
46138E222IDMOINVESCO EXCH TRADED FD TR II$5.3M0.06%95,842CommonNONE
36828A101GEVGE VERNOVA INC$5.3M0.06%8,133CommonNONE
464287804IJRISHARES TR$5.3M0.06%44,182CommonNONE
00214Q203ARKQARK ETF TR$5.3M0.06%45,988CommonNONE
78468R622JNKSPDR SERIES TRUST$5.2M0.06%53,690CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$5.1M0.06%10,702CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$5.1M0.06%66,604CommonNONE
002824100ABTABBOTT LABS$5.1M0.06%40,896CommonNONE
09789C887XCCCBONDBLOXX ETF TRUST$5.1M0.06%134,629CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$5.0M0.06%40,015CommonNONE
57636Q104MAMASTERCARD INCORPORATED$5.0M0.06%8,795CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$5.0M0.06%109,376CommonNONE
69374H568PSFFPACER FDS TR$5.0M0.06%153,624CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.0M0.06%8,548CommonNONE
548661107LOWLOWES COS INC$4.9M0.06%20,509CommonNONE
808513105SCHWSCHWAB CHARLES CORP$4.9M0.06%49,475CommonNONE
718172109PMPHILIP MORRIS INTL INC$4.9M0.06%30,682CommonNONE
464288802SUSAISHARES TR$4.9M0.06%35,108CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$4.9M0.06%107,129CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$4.8M0.06%30,866CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.8M0.06%15,877CommonNONE
92189F676SMHVANECK ETF TRUST$4.8M0.05%13,230CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$4.8M0.05%117,922CommonNONE
46435G672IAGGISHARES TR$4.7M0.05%94,695CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$4.7M0.05%46,915CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$4.6M0.05%198,881CommonNONE
45784N825TJANINNOVATOR ETFS TRUST$4.6M0.05%169,075CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$4.6M0.05%59,427CommonNONE
949746101WMT2WELLS FARGO CO NEW$4.6M0.05%49,167CommonNONE
464288760ITAISHARES TR$4.5M0.05%21,040CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$4.5M0.05%58,934CommonNONE
49177J102KVUEKENVUE INC$4.5M0.05%259,703CommonNONE
682680103OKEONEOK INC NEW$4.4M0.05%60,232CommonNONE
617446448MSMORGAN STANLEY$4.4M0.05%24,797CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$4.4M0.05%23,731CommonNONE
46090A689QQAINVESCO ACTIVELY MANAGED EXC$4.3M0.05%82,008CommonNONE
922908629VOVANGUARD INDEX FDS$4.3M0.05%14,948CommonNONE
82889N335SBARSIMPLIFY EXCHANGE TRADED FUN$4.3M0.05%164,675CommonNONE
00724F101ADBEADOBE INC$4.3M0.05%12,201CommonNONE
075887109BDXBECTON DICKINSON & CO$4.2M0.05%21,730CommonNONE
464289867AORISHARES TR$4.2M0.05%64,214CommonNONE
464286525ACWVISHARES INC$4.1M0.05%34,182CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$4.0M0.05%6,990CommonNONE
34959J108FTVFORTIVE CORP$4.0M0.05%71,858CommonNONE
00214Q401ARKWARK ETF TR$4.0M0.05%26,760CommonNONE
45782C300UJANINNOVATOR ETFS TRUST$3.9M0.04%90,795CommonNONE
33740U612MARMFIRST TR EXCHNG TRADED FD VI$3.9M0.04%117,240CommonNONE
253868103DLRDIGITAL RLTY TR INC$3.9M0.04%24,923CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$3.8M0.04%45,737CommonNONE
29273V100ETENERGY TRANSFER L P$3.8M0.04%229,440CommonNONE
00326A104SGOLETFS GOLD TR$3.8M0.04%91,589CommonNONE
132061300FYLDCAMBRIA ETF TR$3.7M0.04%115,402CommonNONE
46435U556ARTYISHARES TR$3.7M0.04%76,679CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$3.7M0.04%72,334CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$3.6M0.04%93,575CommonNONE
512807306LRCXLAM RESEARCH CORP$3.6M0.04%20,884CommonNONE
464287242LQDISHARES TR$3.5M0.04%32,076CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$3.5M0.04%52,818CommonNONE
29250N105ENBENBRIDGE INC$3.5M0.04%73,316CommonNONE
45784N619BFRZINNOVATOR ETFS TRUST$3.5M0.04%130,458CommonNONE
294429105EFXEQUIFAX INC$3.5M0.04%15,937CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$3.5M0.04%189,409CommonNONE
464289875AOMISHARES TR$3.4M0.04%72,240CommonNONE
35137L105FOXAFOX CORP$3.4M0.04%47,081CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$3.4M0.04%141,069CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$3.4M0.04%21,931CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.4M0.04%13,221CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$3.4M0.04%12,176CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.3M0.04%11,317CommonNONE
45782C839UJULINNOVATOR ETFS TRUST$3.3M0.04%85,394CommonNONE
45782C805UAPRINNOVATOR ETFS TRUST$3.3M0.04%100,768CommonNONE
69374H881COWZPACER FDS TR$3.2M0.04%53,919CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$3.2M0.04%6,622CommonNONE
438516106HONHONEYWELL INTL INC$3.2M0.04%16,537CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$3.2M0.04%55,234CommonNONE
21036P108STZCONSTELLATION BRANDS INC$3.2M0.04%23,244CommonNONE
46429B655FLOTISHARES TR$3.2M0.04%62,796CommonNONE
98138H101WDAYWORKDAY INC$3.2M0.04%14,828CommonNONE
45782C474KJANINNOVATOR ETFS TRUST$3.1M0.04%75,988CommonNONE
45782C433BFEBINNOVATOR ETFS TRUST$3.1M0.04%64,464CommonNONE
526057104LENLENNAR CORP$3.1M0.04%30,084CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$3.1M0.04%25,838CommonNONE
88033G407THCTENET HEALTHCARE CORP$3.1M0.04%15,451CommonNONE
464287721IYWISHARES TR$3.0M0.03%15,233CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$3.0M0.03%70,208CommonNONE
872540109TJXTJX COS INC NEW$3.0M0.03%19,474CommonNONE
032108664HACKAMPLIFY ETF TR$3.0M0.03%37,015CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$2.9M0.03%108,943CommonNONE
126650100CVSCVS HEALTH CORP$2.9M0.03%36,114CommonNONE
907818108UNPUNION PAC CORP$2.9M0.03%12,352CommonNONE
78433H675QQQINEOS ETF TRUST$2.8M0.03%52,576CommonNONE
922908512VOEVANGUARD INDEX FDS$2.8M0.03%15,821CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$2.8M0.03%15,363CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$2.8M0.03%40,506CommonNONE
65339F101NEENEXTERA ENERGY INC$2.8M0.03%34,419CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$2.8M0.03%22,676CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$2.8M0.03%63,197CommonNONE
29084Q100EMEEMCOR GROUP INC$2.7M0.03%4,494CommonNONE
071813109BAXBAXTER INTL INC$2.7M0.03%141,354CommonNONE
922908595VBKVANGUARD INDEX FDS$2.7M0.03%8,879CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$2.6M0.03%18,234CommonNONE
922908538VOTVANGUARD INDEX FDS$2.6M0.03%9,416CommonNONE
78468R523BILSSPDR SERIES TRUST$2.6M0.03%25,968CommonNONE
37954Y715BOTZGLOBAL X FDS$2.5M0.03%70,320CommonNONE
30161N101EXCEXELON CORP$2.5M0.03%58,257CommonNONE
46435U218SUSLISHARES TR$2.5M0.03%20,747CommonNONE
46431W507NEARISHARES U S ETF TR$2.5M0.03%49,004CommonNONE
45783Y244JAJLINNOVATOR ETFS TRUST$2.5M0.03%85,723CommonNONE
78464A839MDYVSPDR SERIES TRUST$2.5M0.03%29,010CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$2.5M0.03%44,809CommonNONE
209115104EDCONSOLIDATED EDISON INC$2.4M0.03%24,516CommonNONE
233051200DBEFDBX ETF TR$2.4M0.03%50,506CommonNONE
464288281EMBISHARES TR$2.4M0.03%25,182CommonNONE
303250104FICOFAIR ISAAC CORP$2.4M0.03%1,418CommonNONE
911363109URIUNITED RENTALS INC$2.4M0.03%2,958CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2.4M0.03%24,134CommonNONE
46435G516ESGDISHARES TR$2.4M0.03%24,879CommonNONE
718546104PSXPHILLIPS 66$2.4M0.03%18,294CommonNONE
05722G100BKRBAKER HUGHES COMPANY$2.4M0.03%51,833CommonNONE
78464A300SLYVSPDR SERIES TRUST$2.4M0.03%25,849CommonNONE
872590104TMUST-MOBILE US INC$2.3M0.03%11,573CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$2.3M0.03%4,137CommonNONE
92189H805REMXVANECK ETF TRUST$2.3M0.03%31,630CommonNONE
78464A821MDYGSPDR SERIES TRUST$2.3M0.03%25,226CommonNONE
78464A201SLYGSPDR SERIES TRUST$2.3M0.03%24,715CommonNONE
594972408MSTRSTRATEGY INC$2.3M0.03%15,260CommonNONE
16411R208LNGCHENIERE ENERGY INC$2.3M0.03%11,894CommonNONE
00214Q708ARKFARK ETF TR$2.3M0.03%47,911CommonNONE
46435G243SUSBISHARES TR$2.3M0.03%90,393CommonNONE
78433H303SPYINEOS ETF TRUST$2.3M0.03%43,225CommonNONE
17275R102CSCOCISCO SYS INC$2.2M0.03%29,071CommonNONE
92204A504VHTVANGUARD WORLD FD$2.2M0.03%7,776CommonNONE
001055102AFLAFLAC INC$2.2M0.03%20,153CommonNONE
72201R775BONDPIMCO ETF TR$2.2M0.03%23,717CommonNONE
092528504CLOABLACKROCK ETF TRUST II$2.2M0.02%42,226CommonNONE
45784N601AOCTINNOVATOR ETFS TRUST$2.2M0.02%81,736CommonNONE
032108607BLOKAMPLIFY ETF TR$2.2M0.02%37,949CommonNONE
G5960L103MDTMEDTRONIC PLC$2.1M0.02%22,339CommonNONE
464287598IWDISHARES TR$2.1M0.02%10,165CommonNONE
92204A876VPUVANGUARD WORLD FD$2.1M0.02%11,529CommonNONE
92204A306VDEVANGUARD WORLD FD$2.1M0.02%16,862CommonNONE
464289859AOAISHARES TR$2.1M0.02%23,622CommonNONE
464287390ILFISHARES TR$2.1M0.02%69,225CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$2.1M0.02%35,256CommonNONE
33740U729BUFZFIRST TR EXCHNG TRADED FD VI$2.1M0.02%78,661CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$2.1M0.02%34,579CommonNONE
46435U549EAGGISHARES TR$2.1M0.02%43,297CommonNONE
46435G193SUSCISHARES TR$2.1M0.02%88,509CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$2.1M0.02%385CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$2.1M0.02%78,212CommonNONE
46436E858IBTGISHARES TR$2.0M0.02%89,432CommonNONE
464287481IWPISHARES TR$2.0M0.02%14,888CommonNONE
88579Y101MMM3M CO$2.0M0.02%12,704CommonNONE
464287556IBBISHARES TR$2.0M0.02%12,035CommonNONE
46141D203UUPINVESCO DB US DLR INDEX TR$2.0M0.02%75,083CommonNONE
46429B267GOVTISHARES TR$2.0M0.02%87,228CommonNONE
55336V100MPLXMPLX LP$2.0M0.02%37,544CommonNONE
695156109PKGPACKAGING CORP AMER$2.0M0.02%9,646CommonNONE
92204A207VDCVANGUARD WORLD FD$2.0M0.02%9,384CommonNONE
71424F105PRPERMIAN RESOURCES CORP$2.0M0.02%140,091CommonNONE
78468R606SPHYSPDR SERIES TRUST$2.0M0.02%82,449CommonNONE
464287465EFAISHARES TR$1.9M0.02%20,231CommonNONE
291011104EMREMERSON ELEC CO$1.9M0.02%14,637CommonNONE
704326107PAYXPAYCHEX INC$1.9M0.02%17,315CommonNONE
45782C367IAPRINNOVATOR ETFS TRUST$1.9M0.02%62,811CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$1.9M0.02%35,064CommonNONE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$1.9M0.02%19,689CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.9M0.02%7,798CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$1.9M0.02%35,667CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$1.9M0.02%38,360CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$1.9M0.02%12,483CommonNONE
30034W106EVRGEVERGY INC$1.9M0.02%25,833CommonNONE
783859101STBAS & T BANCORP INC$1.9M0.02%47,345CommonNONE
78464A359CWBSPDR SERIES TRUST$1.8M0.02%20,565CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$1.8M0.02%6,557CommonNONE
244199105DEDEERE & CO$1.8M0.02%3,902CommonNONE
33738D739HYTIFIRST TR EXCHANGE-TRADED FD$1.8M0.02%90,816CommonNONE
464288646IGSBISHARES TR$1.8M0.02%33,756CommonNONE
235851102DHRDANAHER CORPORATION$1.8M0.02%7,786CommonNONE
45784N510DDTLINNOVATOR ETFS TRUST$1.8M0.02%84,722CommonNONE
693718108PCARPACCAR INC$1.8M0.02%16,175CommonNONE
45784N700ZOCTINNOVATOR ETFS TRUST$1.8M0.02%65,829CommonNONE
14149Y108CAHCARDINAL HEALTH INC$1.8M0.02%8,584CommonNONE
464287176TIPISHARES TR$1.8M0.02%16,010CommonNONE
45784N726ZAPRINNOVATOR ETFS TRUST$1.7M0.02%66,572CommonNONE
35473P439INCMFRANKLIN TEMPLETON ETF TR$1.7M0.02%61,168CommonNONE
03831W108APPAPPLOVIN CORP$1.7M0.02%2,543CommonNONE
37733W204GSKGSK PLC$1.7M0.02%34,932CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$1.7M0.02%43,530CommonNONE
92647N527UITBVICTORY PORTFOLIOS II$1.7M0.02%36,040CommonNONE
46434G863ESGEISHARES INC$1.7M0.02%38,601CommonNONE
855244109SBUXSTARBUCKS CORP$1.7M0.02%20,179CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.7M0.02%70,658CommonNONE
501044101KRKROGER CO$1.7M0.02%27,146CommonNONE
45784N437DDFDINNOVATOR ETFS TRUST$1.7M0.02%88,523CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.7M0.02%10,395CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1.7M0.02%8,103CommonNONE
92189K105HODLVANECK BITCOIN ETF$1.7M0.02%68,363CommonNONE
14020U100CGCVCAPITAL GROUP CONSERVATIVE E$1.7M0.02%55,398CommonNONE
78464A698KRESPDR SERIES TRUST$1.7M0.02%26,026CommonNONE
78464A532XTNSPDR SERIES TRUST$1.7M0.02%18,368CommonNONE
032108409DIVOAMPLIFY ETF TR$1.7M0.02%37,643CommonNONE
46434V621DGROISHARES TR$1.7M0.02%24,101CommonNONE

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.