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Brookstone Capital Management

Q1 2026 · 13F-HR

Brookstone Capital Managementholdings as filed

Filed 2026-04-16 · accession 0001062993-26-002020

$8.75B
Reported value
1,204
Positions
2026-03-31
Period end
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Holdings as filed

First 500 of 1204

CUSIPTickerIssuerValue% port.SharesClassVoting
922908744VTVVANGUARD INDEX FDS$209.9M2.40%1,069,631CommonNONE
922908736VUGVANGUARD INDEX FDS$186.5M2.13%426,934CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$186.0M2.13%286,066CommonNONE
67066G104NVDANVIDIA CORPORATION$157.3M1.80%902,023CommonNONE
46090E103QQQINVESCO QQQ TR$153.1M1.75%265,197CommonNONE
037833100AAPLAPPLE INC$140.9M1.61%555,226CommonNONE
464287200IVVISHARES TR$125.8M1.44%192,538CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$104.9M1.20%2,113,628CommonNONE
023135106AMZNAMAZON COM INC$103.9M1.19%498,809CommonNONE
66537J606BAMGNORTHERN LTS FD TR IV$101.2M1.16%2,770,180CommonNONE
46432F842IEFAISHARES TR$93.7M1.07%1,035,256CommonNONE
464287226AGGISHARES TR$93.4M1.07%940,878CommonNONE
66537J705BAMVNORTHERN LTS FD TR IV$88.1M1.01%2,711,519CommonNONE
66537J507BAMDNORTHERN LTS FD TR IV$87.4M1.00%2,806,321CommonNONE
922908363VOOVANGUARD INDEX FDS$84.5M0.97%141,400CommonNONE
594918104MSFTMICROSOFT CORP$84.3M0.96%227,658CommonNONE
46429B697USMVISHARES TR$82.9M0.95%893,614CommonNONE
46434G103IEMGISHARES INC$78.2M0.89%1,120,958CommonNONE
45782C532UDECINNOVATOR ETFS TRUST$73.3M0.84%1,886,457CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$73.1M0.84%339,829CommonNONE
02079K305GOOGLALPHABET INC$68.0M0.78%236,530CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$67.2M0.77%1,049,185CommonNONE
66537J887BAMUNORTHERN LTS FD TR IV$66.8M0.76%2,647,970CommonNONE
78468R663BILSPDR SERIES TRUST$66.5M0.76%725,320CommonNONE
45782C300UJANINNOVATOR ETFS TRUST$64.6M0.74%1,519,749CommonNONE
45782C821UOCTINNOVATOR ETFS TRUST$64.3M0.73%1,681,168CommonNONE
45782C565UNOVINNOVATOR ETFS TRUST$63.6M0.73%1,707,236CommonNONE
464287655IWMISHARES TR$63.1M0.72%254,627CommonNONE
45782C425UFEBINNOVATOR ETFS TRUST$62.0M0.71%1,708,127CommonNONE
78463V107GLDSPDR GOLD TR$61.2M0.70%142,192CommonNONE
66537J804BAMBNORTHERN LTS FD TR IV$58.6M0.67%2,229,739CommonNONE
46434V860TFLOISHARES TR$53.9M0.62%1,065,200CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$51.1M0.58%902,434CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$50.6M0.58%263,841CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$50.4M0.58%1,234,519CommonNONE
30303M102METAMETA PLATFORMS INC$46.0M0.53%80,387CommonNONE
26922B105MSTBETF SER SOLUTIONS$45.6M0.52%1,191,376CommonNONE
66537J879BAMANORTHERN LTS FD TR IV$44.6M0.51%1,349,438CommonNONE
78464A854SPYMSPDR SERIES TRUST$44.5M0.51%581,156CommonNONE
149123101CATCATERPILLAR INC$42.9M0.49%60,620CommonNONE
66537J853BAMYNORTHERN LTS FD TR IV$42.5M0.49%1,552,935CommonNONE
09661T602BKAGBNY MELLON ETF TRUST$42.1M0.48%998,424CommonNONE
66537J861BAMONORTHERN LTS FD TR IV$41.9M0.48%1,318,635CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$41.0M0.47%560,186CommonNONE
88160R101TSLATESLA INC$40.7M0.47%109,528CommonNONE
30231G102XOMEXXON MOBIL CORP$40.6M0.46%239,023CommonNONE
931142103WMTWALMART INC$40.4M0.46%324,945CommonNONE
46436E841IBTHISHARES TR$38.6M0.44%1,720,033CommonNONE
46436E825IBTJISHARES TR$38.2M0.44%1,748,132CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$38.1M0.44%836,222CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$37.6M0.43%873,271CommonNONE
532457108LLYELI LILLY & CO$37.0M0.42%40,209CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$36.2M0.41%902,110CommonNONE
464287309IVWISHARES TR$35.3M0.40%312,365CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$35.3M0.40%830,456CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$35.0M0.40%758,887CommonNONE
37954Y475XYLDGLOBAL X FDS$34.3M0.39%876,139CommonNONE
46435G425ESGUISHARES TR$34.1M0.39%241,479CommonNONE
45782C557BDECINNOVATOR ETFS TRUST$33.8M0.39%703,370CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$33.7M0.39%632,517CommonNONE
72201R833MINTPIMCO ETF TR$33.4M0.38%332,589CommonNONE
45782C433BFEBINNOVATOR ETFS TRUST$32.9M0.38%689,839CommonNONE
46436E718SGOVISHARES TR$32.4M0.37%322,124CommonNONE
922908751VBVANGUARD INDEX FDS$32.0M0.37%122,115CommonNONE
46138G888TBLLINVESCO EXCH TRADED FD TR II$31.9M0.36%302,464CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$31.8M0.36%1,903,876CommonNONE
47103U845JAAAJANUS DETROIT STR TR$31.2M0.36%619,099CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$31.0M0.35%528,993CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$30.6M0.35%915,556CommonNONE
46625H100JPMJPMORGAN CHASE & CO$30.6M0.35%103,901CommonNONE
45782C581BNOVINNOVATOR ETFS TRUST$30.5M0.35%709,252CommonNONE
46436E833IBTIISHARES TR$30.2M0.35%1,354,916CommonNONE
26922A388DRSKETF SER SOLUTIONS$30.0M0.34%1,098,447CommonNONE
464288588MBBISHARES TR$30.0M0.34%315,815CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$29.9M0.34%1,531,734CommonNONE
45782C771BOCTINNOVATOR ETFS TRUST$29.8M0.34%621,564CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$29.8M0.34%882,232CommonNONE
038222105AMATAPPLIED MATLS INC$29.8M0.34%87,051CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$29.7M0.34%1,512,678CommonNONE
922908769VTIVANGUARD INDEX FDS$29.6M0.34%92,410CommonNONE
464287408IVEISHARES TR$29.6M0.34%139,963CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$29.1M0.33%1,424,368CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$28.4M0.32%119,459CommonNONE
922907746VTEBVANGUARD MUN BD FDS$28.0M0.32%561,677CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$27.8M0.32%71,254CommonNONE
580135101MCDMCDONALDS CORP$27.4M0.31%88,144CommonNONE
166764100CVXCHEVRON CORPORATION$27.0M0.31%130,370CommonNONE
031162100AMGNAMGEN INC$26.9M0.31%76,338CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$26.8M0.31%496,122CommonNONE
92189F643MOATVANECK ETF TRUST$26.1M0.30%270,078CommonNONE
464289438IWYISHARES TR$26.1M0.30%104,883CommonNONE
46434V613IUSBISHARES TR$26.1M0.30%564,166CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$25.1M0.29%417,916CommonNONE
697435105PANWPALO ALTO NETWORKS INC$24.7M0.28%154,065CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$23.8M0.27%508,545CommonNONE
37954Y483QYLDGLOBAL X FDS$23.8M0.27%1,386,882CommonNONE
46432F834IXUSISHARES TR$23.8M0.27%274,186CommonNONE
68389X105ORCLORACLE CORP$23.5M0.27%159,941CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$23.5M0.27%764,905CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$23.5M0.27%1,257,219CommonNONE
75513E101RTXRTX CORPORATION$23.3M0.27%120,708CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$22.5M0.26%452,617CommonNONE
26922B733MSTQETF SER SOLUTIONS$22.5M0.26%690,322CommonNONE
921937835BNDVANGUARD BD INDEX FDS$21.9M0.25%297,408CommonNONE
464285204IAUISHARES GOLD TR$21.9M0.25%248,381CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$21.7M0.25%148,247CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$21.4M0.24%764,714CommonNONE
040413205ANETARISTA NETWORKS INC$21.1M0.24%171,677CommonNONE
369604301GEGE AEROSPACE$20.9M0.24%73,767CommonNONE
46429B689EFAVISHARES TR$20.6M0.24%225,983CommonNONE
92826C839VVISA INC$20.1M0.23%66,543CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$19.6M0.22%337,247CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$19.6M0.22%96,180CommonNONE
72201R585PYLDPIMCO ETF TR$19.3M0.22%738,275CommonNONE
00287Y109ABBVABBVIE INC$19.3M0.22%88,934CommonNONE
46284V101IRMIRON MTN INC DEL$19.3M0.22%188,929CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$19.3M0.22%306,429CommonNONE
79466L302CRMSALESFORCE INC$19.1M0.22%102,408CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$19.1M0.22%298,189CommonNONE
46432F339QUALISHARES TR$19.0M0.22%99,003CommonNONE
478160104JNJJOHNSON & JOHNSON$18.9M0.22%77,482CommonNONE
02079K107GOOGALPHABET INC$18.8M0.22%65,665CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$18.8M0.21%374,557CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$18.8M0.21%30,417CommonNONE
025816109AXPAMERICAN EXPRESS CO$18.5M0.21%61,119CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$18.4M0.21%124,575CommonNONE
00206R102TAT&T INC$18.3M0.21%632,578CommonNONE
11135F101AVGOBROADCOM INC$18.1M0.21%58,472CommonNONE
539830109LMTLOCKHEED MARTIN CORP$18.0M0.21%29,809CommonNONE
464288414MUBISHARES TR$16.9M0.19%159,577CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$16.7M0.19%34,806CommonNONE
842587107SOSOUTHERN CO$16.5M0.19%170,901CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$16.5M0.19%268,842CommonNONE
48251W104KKRKKR & CO INC$16.3M0.19%176,574CommonNONE
74762E102QUREQUANTA SVCS INC$16.3M0.19%29,694CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$16.3M0.19%334,232CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$16.0M0.18%316,622CommonNONE
032095101APHAMPHENOL CORP$15.9M0.18%126,004CommonNONE
78464A508SPYVSPDR SERIES TRUST$15.8M0.18%279,843CommonNONE
464287150ITOTISHARES TR$15.8M0.18%111,020CommonNONE
45784N585ACIIINNOVATOR ETFS TRUST$15.8M0.18%630,228CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$15.7M0.18%250,231CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$15.7M0.18%15,758CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$15.5M0.18%635,909CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$15.3M0.17%165,636CommonNONE
921937827BSVVANGUARD BD INDEX FDS$15.2M0.17%193,999CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$15.1M0.17%115,140CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$14.8M0.17%50,732CommonNONE
092528603BINCBLACKROCK ETF TRUST II$14.8M0.17%284,231CommonNONE
26922B642JUCYETF SER SOLUTIONS$14.8M0.17%666,014CommonNONE
464288877EFVISHARES TR$14.6M0.17%196,608CommonNONE
375558103GILDGILEAD SCIENCES INC$14.4M0.17%103,662CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$14.3M0.16%314,238CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$14.3M0.16%109,285CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$14.3M0.16%403,720CommonNONE
921937819BIVVANGUARD BD INDEX FDS$14.1M0.16%182,463CommonNONE
89832Q109TFCTRUIST FINL CORP$14.0M0.16%305,115CommonNONE
G54950103LINLINDE PLC$14.0M0.16%28,209CommonNONE
58933Y105MRKMERCK & CO INC$13.9M0.16%115,830CommonNONE
461202103INTUINTUIT$13.9M0.16%32,135CommonNONE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$13.8M0.16%323,977CommonNONE
281020107EIXEDISON INTL$13.7M0.16%187,521CommonNONE
194162103CLCOLGATE PALMOLIVE CO$13.6M0.16%159,919CommonNONE
G29183103ETNEATON CORP PLC$13.5M0.15%37,615CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$13.4M0.15%279,686CommonNONE
95040Q104WELLWELLTOWER INC$13.4M0.15%67,752CommonNONE
464288158SUBISHARES TR$13.3M0.15%124,842CommonNONE
58155Q103MCKMCKESSON CORP$13.3M0.15%15,364CommonNONE
345370860FFORD MTR CO$13.3M0.15%1,149,193CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$13.3M0.15%282,689CommonNONE
74347R107SSOPROSHARES TR$13.2M0.15%254,208CommonNONE
46428Q109SLVISHARES SILVER TR$13.1M0.15%192,831CommonNONE
49456B101KMIKINDER MORGAN INC DEL$13.1M0.15%389,844CommonNONE
595112103MUMICRON TECHNOLOGY INC$13.0M0.15%38,621CommonNONE
746729300PVALPUTNAM ETF TRUST$13.0M0.15%279,343CommonNONE
78464A409SPYGSPDR SERIES TRUST$12.8M0.15%130,927CommonNONE
46138E222IDMOINVESCO EXCH TRADED FD TR II$12.8M0.15%232,809CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$12.7M0.14%185,649CommonNONE
30040W108ESEVERSOURCE ENERGY$12.6M0.14%181,759CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$12.6M0.14%174,832CommonNONE
427866108HSYHERSHEY CO$12.6M0.14%60,377CommonNONE
254687106DISDISNEY WALT CO$12.5M0.14%129,376CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$12.5M0.14%313,792CommonNONE
756109104OREALTY INCOME CORP$12.4M0.14%202,887CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$12.4M0.14%112,047CommonNONE
92939U106WECWEC ENERGY GROUP INC$12.3M0.14%106,470CommonNONE
902973304USBUS BANCORP$12.1M0.14%231,815CommonNONE
517834107LVSLAS VEGAS SANDS CORP$12.1M0.14%223,670CommonNONE
736508847PORPORTLAND GEN ELEC CO$11.9M0.14%226,157CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$11.9M0.14%60,263CommonNONE
464287432TLTISHARES TR$11.8M0.13%135,590CommonNONE
35473P801FLQLFRANKLIN TEMPLETON ETF TR$11.7M0.13%173,110CommonNONE
493267108KEYKEYCORP$11.3M0.13%562,625CommonNONE
25746U109DDOMINION ENERGY INC$11.2M0.13%180,377CommonNONE
464287440IEFISHARES TR$11.1M0.13%116,090CommonNONE
437076102HDHOME DEPOT INC$11.0M0.13%33,562CommonNONE
64110L106NFLXNETFLIX INC.$10.8M0.12%112,230CommonNONE
464287457SHYISHARES TR$10.6M0.12%128,219CommonNONE
14020Y888CGUICAPITAL GRP FIXED INCM ETF T$10.5M0.12%414,867CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$10.4M0.12%603,315CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$10.3M0.12%655,229CommonNONE
277432100EMNEASTMAN CHEM CO$10.2M0.12%134,112CommonNONE
81762P102NOWSERVICENOW INC$10.2M0.12%97,229CommonNONE
92204A702VGTVANGUARD WORLD FD$10.1M0.12%14,440CommonNONE
744320102PRUPRUDENTIAL FINL INC$10.0M0.11%102,416CommonNONE
654106103NKENIKE INC$10.0M0.11%188,555CommonNONE
464288885EFGISHARES TR$9.8M0.11%87,760CommonNONE
464286533EEMVISHARES INC$9.8M0.11%150,892CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$9.8M0.11%594,114CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$9.7M0.11%159,186CommonNONE
46429B747STIPISHARES TR$9.6M0.11%92,748CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$9.6M0.11%246,152CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$9.5M0.11%201,765CommonNONE
494368103KMBKIMBERLY-CLARK CORP$9.5M0.11%98,443CommonNONE
89400J107TRUTRANSUNION$9.5M0.11%137,087CommonNONE
713448108PEPPEPSICO INC$9.4M0.11%60,332CommonNONE
132061201SYLDCAMBRIA ETF TR$9.3M0.11%122,713CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$9.2M0.10%101,681CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$9.1M0.10%69,627CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$9.1M0.10%363,639CommonNONE
74347Y797SCOPROSHARES TR II$8.9M0.10%1,073,347CommonNONE
369550108GDGENERAL DYNAMICS CORP$8.9M0.10%25,946CommonNONE
060505104BACBANK AMERICA CORP$8.9M0.10%182,413CommonNONE
922908553VNQVANGUARD INDEX FDS$8.8M0.10%99,248CommonNONE
370334104GISGENERAL MILLS INC$8.8M0.10%236,185CommonNONE
37954Y459RYLDGLOBAL X FDS$8.8M0.10%587,762CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$8.7M0.10%59,563CommonNONE
464289883AOKISHARES TR$8.7M0.10%218,371CommonNONE
189054109CLXCLOROX CO DEL$8.7M0.10%83,998CommonNONE
46432F396MTUMISHARES TR$8.7M0.10%36,261CommonNONE
46138E644IPKWINVESCO EXCH TRADED FD TR II$8.7M0.10%154,161CommonNONE
500754106KHCKRAFT HEINZ CO$8.7M0.10%385,199CommonNONE
09631P102BPREBLUEROCK PVT REAL ESTATE FD$8.6M0.10%516,373CommonNONE
742718109PGPROCTER & GAMBLE CO$8.5M0.10%58,771CommonNONE
98149E303GLDMWORLD GOLD TR$8.5M0.10%91,481CommonNONE
464288653TLHISHARES TR$8.5M0.10%84,111CommonNONE
22822V101CCICROWN CASTLE INC$8.5M0.10%103,999CommonNONE
40434L105HPQHP INC$8.4M0.10%436,621CommonNONE
464287689IWVISHARES TR$8.4M0.10%22,549CommonNONE
46429B267GOVTISHARES TR$8.4M0.10%364,775CommonNONE
871607107SNPSSYNOPSYS INC$8.3M0.10%21,033CommonNONE
78409V104SPGIS&P GLOBAL INC$8.2M0.09%19,350CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$8.2M0.09%196,692CommonNONE
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00214Q104ARKKARK ETF TR$8.1M0.09%119,703CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$8.1M0.09%227,167CommonNONE
46434V621DGROISHARES TR$8.0M0.09%114,131CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$8.0M0.09%257,251CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$7.9M0.09%166,301CommonNONE
36828A101GEVGE VERNOVA INC$7.9M0.09%9,081CommonNONE
701094104PHPARKER-HANNIFIN CORP$7.9M0.09%8,810CommonNONE
717081103PFEPFIZER INC$7.9M0.09%280,279CommonNONE
09290C806THROBLACKROCK ETF TRUST$7.8M0.09%214,703CommonNONE
747525103QCOMQUALCOMM INC$7.7M0.09%60,058CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$7.4M0.09%162,198CommonNONE
172967424CCITIGROUP INC$7.3M0.08%64,785CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$7.3M0.08%250,395CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$7.3M0.08%170,207CommonNONE
45783Y475EALTINNOVATOR ETFS TRUST$7.3M0.08%215,855CommonNONE
46434V381XTISHARES TR$7.2M0.08%106,103CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$7.2M0.08%10CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$7.1M0.08%63,922CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$7.1M0.08%43,069CommonNONE
74348A467NOBLPROSHARES TR$7.0M0.08%66,244CommonNONE
02209S103MOALTRIA GROUP INC$6.9M0.08%104,817CommonNONE
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12811T571CAIECALAMOS ETF TR$6.8M0.08%270,830CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$6.7M0.08%58,699CommonNONE
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94106L109WMWASTE MGMT INC DEL$6.6M0.08%28,889CommonNONE
512807306LRCXLAM RESEARCH CORP$6.6M0.08%31,034CommonNONE
191216100KOCOCA COLA CO$6.6M0.08%86,311CommonNONE
92204A306VDEVANGUARD WORLD FD$6.5M0.07%37,657CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$6.5M0.07%137,541CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$6.4M0.07%143,551CommonNONE
882508104TXNTEXAS INSTRS INC$6.4M0.07%32,934CommonNONE
02072L607FRDMEA SERIES TRUST$6.4M0.07%116,907CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$6.3M0.07%16,185CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$6.3M0.07%7,431CommonNONE
097023105BABOEING CO$6.3M0.07%31,522CommonNONE
464287804IJRISHARES TR$6.1M0.07%49,466CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$6.1M0.07%154,037CommonNONE
922040845VBILVANGUARD INSTL INDEX FD$6.1M0.07%80,668CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$6.1M0.07%151,634CommonNONE
02072L565BOXXEA SERIES TRUST$6.1M0.07%52,061CommonNONE
45783Y442ZALTINNOVATOR ETFS TRUST$6.0M0.07%186,200CommonNONE
03831W108APPAPPLOVIN CORP$6.0M0.07%15,177CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$6.0M0.07%14,706CommonNONE
921937793BLVVANGUARD BD INDEX FDS$6.0M0.07%87,167CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$5.9M0.07%129,147CommonNONE
92189F106GDXVANECK ETF TRUST$5.9M0.07%64,625CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$5.9M0.07%153,975CommonNONE
37954Y632AIQGLOBAL X FDS$5.9M0.07%126,548CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$5.9M0.07%111,433CommonNONE
464287630IWNISHARES TR$5.8M0.07%30,822CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.8M0.07%23,776CommonNONE
464287507IJHISHARES TR$5.7M0.07%84,794CommonNONE
88339J105TTDTHE TRADE DESK INC$5.7M0.06%250,512CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$5.6M0.06%69,493CommonNONE
921909768VXUSVANGUARD STAR FDS$5.6M0.06%72,587CommonNONE
09290C699IDEFBLACKROCK ETF TRUST$5.5M0.06%169,373CommonNONE
921910816MGKVANGUARD WORLD FD$5.5M0.06%15,013CommonNONE
09290C855BLCRBLACKROCK ETF TRUST$5.4M0.06%132,419CommonNONE
45783Y541TJULINNOVATOR ETFS TRUST$5.3M0.06%181,094CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$5.3M0.06%130,196CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$5.3M0.06%18,956CommonNONE
464288687PFFISHARES TR$5.3M0.06%174,407CommonNONE
922908538VOTVANGUARD INDEX FDS$5.3M0.06%20,532CommonNONE
46435G672IAGGISHARES TR$5.2M0.06%104,313CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$5.2M0.06%38,991CommonNONE
921910840MGVVANGUARD WORLD FD$5.2M0.06%35,737CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$5.2M0.06%101,855CommonNONE
45782C672UAUGINNOVATOR ETFS TRUST$5.2M0.06%130,915CommonNONE
47103U746JSIJANUS DETROIT STR TR$5.1M0.06%99,760CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$5.1M0.06%46,958CommonNONE
718172109PMPHILIP MORRIS INTL INC$5.1M0.06%30,924CommonNONE
20825C104COPCONOCOPHILLIPS$5.0M0.06%38,169CommonNONE
82889N335SBARSIMPLIFY EXCHANGE TRADED FUN$5.0M0.06%202,103CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$4.9M0.06%49,198CommonNONE
00214Q203ARKQARK ETF TR$4.9M0.06%43,482CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$4.9M0.06%29,493CommonNONE
808513105SCHWSCHWAB CHARLES CORP$4.9M0.06%51,713CommonNONE
464288661IEIISHARES TR$4.9M0.06%40,974CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$4.9M0.06%7,121CommonNONE
464288802SUSAISHARES TR$4.8M0.06%36,554CommonNONE
682680103OKEONEOK INC NEW$4.8M0.06%53,380CommonNONE
548661107LOWLOWES COS INC$4.8M0.06%20,399CommonNONE
921078101OUNZVANECK MERK GOLD ETF$4.8M0.05%106,610CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$4.8M0.05%10,354CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$4.8M0.05%111,281CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$4.8M0.05%206,069CommonNONE
92189F676SMHVANECK ETF TRUST$4.8M0.05%12,468CommonNONE
49177J102KVUEKENVUE INC$4.7M0.05%275,470CommonNONE
253868103DLRDIGITAL RLTY TR INC$4.7M0.05%26,152CommonNONE
57636Q104MAMASTERCARD INCORPORATED$4.6M0.05%9,187CommonNONE
922908629VOVANGUARD INDEX FDS$4.6M0.05%15,962CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4.6M0.05%16,883CommonNONE
45784N825TJANINNOVATOR ETFS TRUST$4.6M0.05%168,266CommonNONE
29250N105ENBENBRIDGE INC$4.6M0.05%84,068CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$4.5M0.05%13,424CommonNONE
438516106HONHONEYWELL INTL INC$4.5M0.05%19,802CommonNONE
46090A689QQAINVESCO ACTIVELY MANAGED EXC$4.5M0.05%89,715CommonNONE
132061300FYLDCAMBRIA ETF TR$4.5M0.05%119,473CommonNONE
464287614IWFISHARES TR$4.4M0.05%10,427CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$4.4M0.05%23,555CommonNONE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$4.4M0.05%111,235CommonNONE
464286525ACWVISHARES INC$4.3M0.05%36,221CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$4.3M0.05%51,902CommonNONE
29273V100ETENERGY TRANSFER L P$4.3M0.05%220,372CommonNONE
949746101WMT2WELLS FARGO & CO$4.2M0.05%53,353CommonNONE
78468R622JNKSPDR SERIES TRUST$4.2M0.05%44,144CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.2M0.05%8,486CommonNONE
464289867AORISHARES TR$4.2M0.05%64,681CommonNONE
34959J108FTVFORTIVE CORP$4.2M0.05%75,091CommonNONE
33738R662FICSFIRST TR EXCHANGE TRADED FD$4.1M0.05%105,701CommonNONE
92189F601NLRVANECK ETF TRUST$4.1M0.05%30,903CommonNONE
911312106UPSUNITED PARCEL SVCS INC$4.1M0.05%41,730CommonNONE
002824100ABTABBOTT LABORATORIES$4.1M0.05%39,691CommonNONE
00326A104SGOLETFS GOLD TR$4.1M0.05%91,103CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$4.0M0.05%156,180CommonNONE
15101Q207CLSCELESTICA INC$4.0M0.05%14,145CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$4.0M0.05%24,582CommonNONE
075887109BDXBECTON DICKINSON & CO$3.8M0.04%24,277CommonNONE
46436E858IBTGISHARES TR$3.8M0.04%165,722CommonNONE
33740U612MARMFIRST TR EXCHNG TRADED FD VI$3.8M0.04%113,081CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$3.8M0.04%213,045CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$3.8M0.04%94,084CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.8M0.04%10,883CommonNONE
33733E732WCMIFIRST TR EXCHANGE-TRADED FD$3.8M0.04%223,634CommonNONE
617446448MSMORGAN STANLEY$3.7M0.04%22,614CommonNONE
21036P108STZCONSTELLATION BRANDS INC$3.7M0.04%24,510CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$3.6M0.04%61,197CommonNONE
45784N619BFRZINNOVATOR ETFS TRUST$3.6M0.04%135,875CommonNONE
69374H881COWZPACER FDS TR$3.5M0.04%56,478CommonNONE
032108664HACKAMPLIFY ETF TR$3.5M0.04%46,865CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$3.5M0.04%26,777CommonNONE
464289875AOMISHARES TR$3.5M0.04%73,165CommonNONE
45782C805UAPRINNOVATOR ETFS TRUST$3.4M0.04%100,819CommonNONE
46429B655FLOTISHARES TR$3.3M0.04%65,246CommonNONE
00724F101ADBEADOBE INC$3.3M0.04%13,617CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$3.3M0.04%55,435CommonNONE
29084Q100EMEEMCOR GROUP INC$3.3M0.04%4,432CommonNONE
65339F101NEENEXTERA ENERGY INC$3.2M0.04%34,354CommonNONE
45782C839UJULINNOVATOR ETFS TRUST$3.2M0.04%82,891CommonNONE
294429105EFXEQUIFAX INC$3.2M0.04%17,614CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$3.1M0.04%129,323CommonNONE
922908595VBKVANGUARD INDEX FDS$3.1M0.04%10,372CommonNONE
718546104PSXPHILLIPS 66$3.1M0.04%17,140CommonNONE
30161N101EXCEXELON CORP$3.1M0.04%63,200CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$3.1M0.04%65,514CommonNONE
N07059210ASMLASML HLDG NV$3.1M0.04%2,320CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.0M0.03%14,910CommonNONE
244199105DEDEERE & CO$3.0M0.03%5,315CommonNONE
16411R208LNGCHENIERE ENERGY INC$3.0M0.03%10,534CommonNONE
301505475NUKZEXCHANGE TRADED CONCEPTS TRU$3.0M0.03%45,396CommonNONE
209115104EDCONSOLIDATED EDISON INC$3.0M0.03%26,285CommonNONE
88033G407THCTENET HEALTHCARE CORP$3.0M0.03%15,742CommonNONE
907818108UNPUNION PAC CORP$3.0M0.03%12,175CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$2.9M0.03%64,998CommonNONE
526057104LENLENNAR CORP$2.9M0.03%33,436CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$2.9M0.03%68,189CommonNONE
14149Y108CAHCARDINAL HEALTH INC$2.9M0.03%13,691CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$2.9M0.03%7,297CommonNONE
05722G100BKRBAKER HUGHES COMPANY$2.9M0.03%46,970CommonNONE
969457100WMBWILLIAMS COS INC$2.8M0.03%39,095CommonNONE
922908512VOEVANGUARD INDEX FDS$2.8M0.03%15,357CommonNONE
233051200DBEFDBX ETF TR$2.8M0.03%56,047CommonNONE
071813109BAXBAXTER INTL INC$2.7M0.03%163,549CommonNONE
00214Q401ARKWARK ETF TR$2.7M0.03%22,686CommonNONE
78433H675QQQINEOS ETF TRUST$2.7M0.03%53,940CommonNONE
92189H805REMXVANECK ETF TRUST$2.7M0.03%30,352CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$2.7M0.03%4,471CommonNONE
219350105GLWCORNING INC$2.6M0.03%19,055CommonNONE
886364231GRNYTIDAL TRUST I$2.6M0.03%107,745CommonNONE
464288760ITAISHARES TR$2.5M0.03%11,531CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$2.5M0.03%101,624CommonNONE
46435G516ESGDISHARES TR$2.5M0.03%26,080CommonNONE
464287465EFAISHARES TR$2.5M0.03%25,577CommonNONE
464288513HYGISHARES TR$2.5M0.03%31,148CommonNONE
46435U218SUSLISHARES TR$2.5M0.03%21,639CommonNONE
97717X669DGRWWISDOMTREE TR$2.4M0.03%27,759CommonNONE
92204A876VPUVANGUARD WORLD FD$2.4M0.03%12,274CommonNONE
46431W507NEARISHARES U S ETF TR$2.4M0.03%47,782CommonNONE
46435U549EAGGISHARES TR$2.4M0.03%50,978CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$2.4M0.03%38,200PUTNONE
001055102AFLAFLAC INC$2.4M0.03%22,017CommonNONE
003263100GLTRABRDN PRECIOUS METALS BASKET$2.4M0.03%10,898CommonNONE
65290E101NXTNEXTPOWER INC$2.4M0.03%19,705CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$2.4M0.03%15,226CommonNONE
35137L105FOXAFOX CORP$2.4M0.03%40,450CommonNONE
78464A839MDYVSPDR SERIES TRUST$2.3M0.03%27,535CommonNONE
98138H101WDAYWORKDAY INC$2.3M0.03%18,028CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$2.3M0.03%47,122CommonNONE
46435G243SUSBISHARES TR$2.3M0.03%92,728CommonNONE
78468R606SPHYSPDR SERIES TRUST$2.3M0.03%99,456CommonNONE
30034W106EVRGEVERGY INC$2.3M0.03%28,206CommonNONE
17275R102CSCOCISCO SYS INC$2.3M0.03%29,768CommonNONE
78464A300SLYVSPDR SERIES TRUST$2.3M0.03%24,385CommonNONE
78464A201SLYGSPDR SERIES TRUST$2.3M0.03%23,760CommonNONE
78433H303SPYINEOS ETF TRUST$2.3M0.03%46,293CommonNONE
78464A821MDYGSPDR SERIES TRUST$2.3M0.03%23,770CommonNONE
911363109URIUNITED RENTALS INC$2.2M0.03%3,084CommonNONE
71424F105PRPERMIAN RESOURCES CORP$2.2M0.03%104,987CommonNONE
45782C698BAUGINNOVATOR ETFS TRUST$2.2M0.03%45,776CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$2.2M0.03%87,090CommonNONE
464287598IWDISHARES TR$2.2M0.03%10,339CommonNONE
126650100CVSCVS HEALTH CORP$2.2M0.02%30,368CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$2.2M0.02%43,566CommonNONE
G5960L103MDTMEDTRONIC PLC$2.2M0.02%24,879CommonNONE
092528504CLOABLACKROCK ETF TRUST II$2.1M0.02%41,021CommonNONE
92204A504VHTVANGUARD WORLD FD$2.1M0.02%7,793CommonNONE
45783Y244JAJLINNOVATOR ETFS TRUST$2.1M0.02%72,950CommonNONE
33740U729BUFZFIRST TR EXCHNG TRADED FD VI$2.1M0.02%80,612CommonNONE
37733W204GSKGSK PLC$2.1M0.02%38,359CommonNONE
92204A207VDCVANGUARD WORLD FD$2.1M0.02%9,424CommonNONE
46435G193SUSCISHARES TR$2.1M0.02%91,237CommonNONE
464289859AOAISHARES TR$2.1M0.02%23,839CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$2.1M0.02%25,241CommonNONE
872540109TJXTJX COS INC NEW$2.1M0.02%12,932CommonNONE
855244109SBUXSTARBUCKS CORP$2.1M0.02%22,975CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$2.0M0.02%38,378CommonNONE
458140100INTCINTEL CORP$2.0M0.02%45,836CommonNONE
45784N601AOCTINNOVATOR ETFS TRUST$2.0M0.02%76,331CommonNONE
45782C367IAPRINNOVATOR ETFS TRUST$2.0M0.02%63,413CommonNONE
78464A359CWBSPDR SERIES TRUST$2.0M0.02%21,942CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$2.0M0.02%57,172CommonNONE
72201R775BONDPIMCO ETF TR$2.0M0.02%21,468CommonNONE
783859101STBAS & T BANCORP INC$2.0M0.02%47,345CommonNONE
501044101KRKROGER CO$2.0M0.02%27,345CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$2.0M0.02%35,622CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$2.0M0.02%4,273CommonNONE
33738D739HYTIFIRST TR EXCHANGE-TRADED FD$2.0M0.02%102,248CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$1.9M0.02%52,763CommonNONE
872590104TMUST-MOBILE US INC$1.9M0.02%9,167CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$1.9M0.02%9,447CommonNONE
45782C649USEPINNOVATOR ETFS TRUST$1.9M0.02%49,453CommonNONE
55336V100MPLXMPLX LP$1.9M0.02%33,143CommonNONE
46434G863ESGEISHARES INC$1.9M0.02%41,564CommonNONE
443201108HWMHOWMET AEROSPACE INC$1.9M0.02%8,168CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$1.9M0.02%52,711CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$1.9M0.02%6,795CommonNONE
695156109PKGPACKAGING CORP AMER$1.9M0.02%8,808CommonNONE
56585A102MPCMARATHON PETE CORP$1.9M0.02%7,617CommonNONE
33738R308FTHIFIRST TR EXCHANGE TRADED FD$1.9M0.02%80,702CommonNONE
464287721IYWISHARES TR$1.8M0.02%10,044CommonNONE
88579Y101MMM3M CO$1.8M0.02%12,495CommonNONE
464287523SOXXISHARES TR$1.8M0.02%5,514CommonNONE
N97284108NBISNEBIUS GROUP N.V.$1.8M0.02%17,446CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$1.8M0.02%37,921CommonNONE
032108409DIVOAMPLIFY ETF TR$1.8M0.02%40,273CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.8M0.02%7,307CommonNONE
464287481IWPISHARES TR$1.8M0.02%14,054CommonNONE
92647N527UITBVICTORY PORTFOLIOS II$1.8M0.02%37,884CommonNONE
464287176TIPISHARES TR$1.8M0.02%16,061CommonNONE
45783Y103XDSQINNOVATOR ETFS TRUST$1.8M0.02%44,457CommonNONE
35473P439INCMFRANKLIN TEMPLETON ETF TR$1.7M0.02%60,194CommonNONE
00214Q708ARKFARK ETF TR$1.7M0.02%45,408CommonNONE
66987V109NVSNOVARTIS AG$1.7M0.02%11,292CommonNONE
92840M102VSTVISTRA CORP$1.7M0.02%11,439CommonNONE

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.