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LEVEL FOUR ADVISORY SERVICES, LLC

Q2 2023 · 13F-HR

LEVEL FOUR ADVISORY SERVICES, LLCholdings as filed

Filed 2023-07-10 · accession 0001085146-23-002586

$1.66B
Reported value
800
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 800

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$111.5M6.70%574,887CommonNONE
46090E103QQQINVESCO QQQ TR$49.5M2.98%134,043CommonNONE
594918104MSFTMICROSOFT CORP$40.5M2.43%118,879CommonNONE
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205887102CAGCONAGRA BRANDS INC$33.0M1.98%978,157CommonNONE
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023135106AMZNAMAZON COM INC$31.2M1.88%239,692CommonNONE
00287Y109ABBVABBVIE INC$23.7M1.43%176,100CommonNONE
513272104LWLAMB WESTON HLDGS INC$23.3M1.40%202,530CommonNONE
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69374H105PTLCPACER FDS TR$16.3M0.98%394,973CommonNONE
02079K305GOOGLALPHABET INC$15.4M0.92%128,341CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$14.2M0.85%29,596CommonNONE
002824100ABTABBOTT LABS$14.2M0.85%130,310CommonNONE
464287200IVVISHARES TR$13.4M0.81%30,069CommonNONE
67066G104NVDANVIDIA CORPORATION$13.1M0.79%30,916CommonNONE
46625H100JPMJPMORGAN CHASE & CO$12.9M0.78%88,919CommonNONE
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084670702BRK/BBERKSHIRE HATHAWAY INC DEL$11.7M0.70%34,191CommonNONE
464287432TLTISHARES TR$10.9M0.66%106,138CommonNONE
478160104JNJJOHNSON & JOHNSON$10.8M0.65%64,988CommonNONE
58933Y105MRKMERCK & CO INC$10.3M0.62%89,281CommonNONE
30303M102METAMETA PLATFORMS INC$9.8M0.59%34,273CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$9.7M0.58%213,637CommonNONE
437076102HDHOME DEPOT INC$9.7M0.58%31,110CommonNONE
26922A321DSTLETF SER SOLUTIONS$9.6M0.58%211,683CommonNONE
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30231G102XOMEXXON MOBIL CORP$9.1M0.55%84,988CommonNONE
931142103WMTWALMART INC$9.1M0.55%57,720CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$8.9M0.53%206,058CommonNONE
464287309IVWISHARES TR$8.9M0.53%125,879CommonNONE
92826C839VVISA INC$8.6M0.52%36,254CommonNONE
922908363VOOVANGUARD INDEX FDS$8.4M0.51%20,685CommonNONE
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921937835BNDVANGUARD BD INDEX FDS$8.3M0.50%113,871CommonNONE
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921908844VIGVANGUARD SPECIALIZED FUNDS$8.1M0.49%49,837CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$8.0M0.48%110,630CommonNONE
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69374H303PTNQPACER FDS TR$7.2M0.43%115,990CommonNONE
742718109PGPROCTER AND GAMBLE CO$7.2M0.43%47,245CommonNONE
11135F101AVGOBROADCOM INC$6.9M0.41%7,956CommonNONE
17275R102CSCOCISCO SYS INC$6.7M0.40%128,875CommonNONE
53656F847CCORLISTED FD TR$6.6M0.40%237,902CommonNONE
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512807108LRCXEURLAM RESEARCH CORP$6.5M0.39%10,166CommonNONE
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126650100CVSCVS HEALTH CORP$6.4M0.39%92,983CommonNONE
345370860FFORD MTR CO DEL$6.1M0.37%404,433CommonNONE
02079K107GOOGALPHABET INC$6.1M0.36%50,067CommonNONE
46429B663HDVISHARES TR$6.0M0.36%59,958CommonNONE
20825C104COPCONOCOPHILLIPS$5.9M0.36%57,185CommonNONE
747525103QCOMQUALCOMM INC$5.9M0.35%49,440CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$5.7M0.34%2,119CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$5.7M0.34%32,908CommonNONE
69374H204PTMCPACER FDS TR$5.7M0.34%172,874CommonNONE
717081103PFEPFIZER INC$5.6M0.34%153,571CommonNONE
88160R101TSLATESLA INC$5.6M0.34%21,431CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$5.6M0.34%80,414CommonNONE
580135101MCDMCDONALDS CORP$5.6M0.33%18,665CommonNONE
464287226AGGISHARES TR$5.5M0.33%56,620CommonNONE
92189F106GDXVANECK ETF TRUST$5.5M0.33%182,974CommonNONE
92189F429PFXFVANECK ETF TRUST$5.5M0.33%310,524CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$5.5M0.33%162,202CommonNONE
09247X101BLKCHFBLACKROCK INC$5.4M0.33%7,851CommonNONE
69374H683PTINPACER FDS TR$5.4M0.33%197,604CommonNONE
464287499IWRISHARES TR$5.3M0.32%72,582CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$5.3M0.32%58,283CommonNONE
464287887IJTISHARES TR$5.2M0.31%45,354CommonNONE
57636Q104MAMASTERCARD INCORPORATED$5.2M0.31%13,226CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$5.2M0.31%77,580CommonNONE
842587107SOSOUTHERN CO$5.0M0.30%71,651CommonNONE
458140100INTCINTEL CORP$5.0M0.30%150,488CommonNONE
464287507IJHISHARES TR$5.0M0.30%19,140CommonNONE
172967424CCITIGROUP INC$5.0M0.30%108,355CommonNONE
539830109LMTLOCKHEED MARTIN CORP$4.9M0.29%10,579CommonNONE
464287440IEFISHARES TR$4.9M0.29%50,265CommonNONE
64110L106NFLXNETFLIX INC$4.7M0.29%10,774CommonNONE
256163106DOCUDOCUSIGN INC$4.7M0.28%91,810CommonNONE
464287879IJSISHARES TR$4.7M0.28%49,214CommonNONE
038222105AMATAPPLIED MATLS INC$4.6M0.28%31,739CommonNONE
464287408IVEISHARES TR$4.6M0.27%28,264CommonNONE
060505104BACBANK AMERICA CORP$4.6M0.27%158,657CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$4.6M0.27%8,452CommonNONE
464287119ILCGISHARES TR$4.5M0.27%72,395CommonNONE
G5960L103MDTMEDTRONIC PLC$4.4M0.26%49,816CommonNONE
191216100KOCOCA COLA CO$4.4M0.26%72,842CommonNONE
247361702DALDELTA AIR LINES INC DEL$4.4M0.26%92,100CommonNONE
949746101WMT2WELLS FARGO CO NEW$4.3M0.26%101,634CommonNONE
595112103MUMICRON TECHNOLOGY INC$4.3M0.26%68,671CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$4.2M0.25%7,854CommonNONE
011659109ALKALASKA AIR GROUP INC$4.2M0.25%78,795CommonNONE
718546104PSXPHILLIPS 66$4.2M0.25%43,751CommonNONE
14149Y108CAHCARDINAL HEALTH INC$4.2M0.25%43,996CommonNONE
922908736VUGVANGUARD INDEX FDS$4.1M0.25%14,452CommonNONE
90138F102TWLOTWILIO INC$4.1M0.24%64,025CommonNONE
46436E866ISHARES TR$4.1M0.24%175,285CommonNONE
46434V621DGROISHARES TR$4.0M0.24%78,591CommonNONE
26210C104DBXDROPBOX INC$4.0M0.24%151,630CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$4.0M0.24%85,692CommonNONE
26875P101EOGEOG RES INC$3.9M0.23%33,912CommonNONE
617446448MSMORGAN STANLEY$3.9M0.23%45,262CommonNONE
464287465EFAISHARES TR$3.8M0.23%52,535CommonNONE
713448108PEPPEPSICO INC$3.8M0.23%20,555CommonNONE
278642103EBAYEBAY INC.$3.8M0.23%84,601CommonNONE
46429B697USMVISHARES TR$3.7M0.23%50,440CommonNONE
254687106DISDISNEY WALT CO$3.7M0.22%41,701CommonNONE
532457108LLYLILLY ELI & CO$3.7M0.22%7,901CommonNONE
922908744VTVVANGUARD INDEX FDS$3.7M0.22%26,017CommonNONE
78464A508SPYVSPDR SER TR$3.6M0.22%83,735CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3.6M0.22%40,210CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$3.6M0.22%199,885CommonNONE
69374H881COWZPACER FDS TR$3.6M0.22%74,798CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3.6M0.21%31,371CommonNONE
89832Q109TFCTRUIST FINL CORP$3.5M0.21%113,783CommonNONE
670100205NVONOVO-NORDISK A S$3.4M0.21%21,273CommonNONE
674599105OXYOCCIDENTAL PETE CORP$3.4M0.21%58,541CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$3.4M0.20%270,800CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$3.4M0.20%31,723CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$3.4M0.20%33,548CommonNONE
806857108SLBSCHLUMBERGER LTD$3.4M0.20%68,427CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$3.4M0.20%26,618CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.3M0.20%22,289CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$3.3M0.20%42,503CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.3M0.20%28,914CommonNONE
74967X103RHRH$3.2M0.19%9,688CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$3.2M0.19%55,208CommonNONE
00206R102TAT&T INC$3.1M0.19%196,950CommonNONE
69374H717ALTLPACER FDS TR$3.1M0.18%81,983CommonNONE
55354G100MSCIMSCI INC$3.0M0.18%6,490CommonNONE
697435105PANWPALO ALTO NETWORKS INC$3.0M0.18%11,886CommonNONE
745867101PHMPULTE GROUP INC$3.0M0.18%38,966CommonNONE
02209S103MOALTRIA GROUP INC$3.0M0.18%66,569CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.9M0.18%22,109CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.9M0.18%9,092CommonNONE
907818108UNPUNION PAC CORP$2.8M0.17%13,816CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$2.8M0.17%102,670CommonNONE
744320102PRUPRUDENTIAL FINL INC$2.8M0.17%31,487CommonNONE
149123101CATCATERPILLAR INC$2.7M0.17%11,167CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$2.7M0.16%27,696CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.7M0.16%27,534CommonNONE
97717W844DNLWISDOMTREE TR$2.7M0.16%74,070CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.7M0.16%7,531CommonNONE
21036P108STZCONSTELLATION BRANDS INC$2.6M0.16%10,753CommonNONE
922908751VBVANGUARD INDEX FDS$2.6M0.16%13,191CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2.6M0.16%24,425CommonNONE
37954Y384BUGGLOBAL X FDS$2.6M0.16%107,935CommonNONE
H1467J104CBCHUBB LIMITED$2.6M0.16%13,445CommonNONE
46429B689EFAVISHARES TR$2.6M0.15%38,124CommonNONE
911363109URIUNITED RENTALS INC$2.5M0.15%5,689CommonNONE
56585A102MPCMARATHON PETE CORP$2.5M0.15%21,706CommonNONE
872540109TJXTJX COS INC NEW$2.5M0.15%28,967CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$2.5M0.15%61,205CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$2.4M0.15%25,977CommonNONE
05156V102AUPHAURINIA PHARMACEUTICALS INC$2.4M0.15%249,400CommonNONE
548661107LOWLOWES COS INC$2.4M0.14%10,561CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$2.4M0.14%42,992CommonNONE
G29183103ETNEATON CORP PLC$2.4M0.14%11,826CommonNONE
464288604ISCGISHARES TR$2.3M0.14%56,656CommonNONE
518439104ELLAUDER ESTEE COS INC$2.3M0.14%11,892CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$2.3M0.14%40,446CommonNONE
92204A405VFHVANGUARD WORLD FDS$2.3M0.14%27,866CommonNONE
92647N766CFAVICTORY PORTFOLIOS II$2.3M0.14%31,790CommonNONE
91913Y100VLOVALERO ENERGY CORP$2.2M0.13%19,059CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$2.2M0.13%6,450CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$2.2M0.13%109,927CommonNONE
58155Q103MCKMCKESSON CORP$2.2M0.13%5,154CommonNONE
20030N101CMCSACOMCAST CORP NEW$2.2M0.13%52,738CommonNONE
49456B101KMIKINDER MORGAN INC DEL$2.2M0.13%127,021CommonNONE
231021106CMICUMMINS INC$2.2M0.13%8,877CommonNONE
893641100TDGTRANSDIGM GROUP INC$2.2M0.13%2,432CommonNONE
65339F101NEENEXTERA ENERGY INC$2.2M0.13%29,241CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$2.2M0.13%7,350CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.1M0.13%33,392CommonNONE
78468R812QUSSPDR SER TR$2.1M0.13%17,278CommonNONE
46432F842IEFAISHARES TR$2.1M0.13%31,029CommonNONE
384313508EAFEURGRAFTECH INTL LTD$2.1M0.13%413,626CommonNONE
81762P102NOWSERVICENOW INC$2.1M0.12%3,692CommonNONE
032108409DIVOAMPLIFY ETF TR$2.1M0.12%57,559CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$2.1M0.12%44,015CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$2.0M0.12%25,500CommonNONE
194162103CLCOLGATE PALMOLIVE CO$2.0M0.12%26,411CommonNONE
92189F486FLTRVANECK ETF TRUST$2.0M0.12%80,328CommonNONE
09062X103BIIBBIOGEN INC$2.0M0.12%7,086CommonNONE
754730109RJFRAYMOND JAMES FINL INC$2.0M0.12%19,272CommonNONE
756109104OREALTY INCOME CORP$2.0M0.12%33,397CommonNONE
87612E106TGTTARGET CORP$2.0M0.12%15,069CommonNONE
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25179M103DVNDEVON ENERGY CORP NEW$2.0M0.12%40,372CommonNONE
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464287614IWFISHARES TR$1.9M0.11%6,922CommonNONE
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464287804IJRISHARES TR$1.9M0.11%18,828CommonNONE
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74762E102QUREQUANTA SVCS INC$1.0M0.06%5,295CommonNONE
403949100DINOHF SINCLAIR CORP$1.0M0.06%23,254CommonNONE
78468R663BILSPDR SER TR$1.0M0.06%11,283CommonNONE
29250N105ENBENBRIDGE INC$1.0M0.06%27,813CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$1.0M0.06%8,949CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES INC$1.0M0.06%5,614CommonNONE
438516106HONHONEYWELL INTL INC$1.0M0.06%4,951CommonNONE
464287176TIPISHARES TR$1.0M0.06%9,543CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.0M0.06%5,270CommonNONE
020002101ALLALLSTATE CORP$1.0M0.06%9,327CommonNONE
92204A702VGTVANGUARD WORLD FDS$1.0M0.06%2,299CommonNONE
682680103OKEONEOK INC NEW$997,5370.06%16,162CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$995,7650.06%11,245CommonNONE
37954Y483QYLDGLOBAL X FDS$991,6220.06%55,866CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$988,8770.06%29,076CommonNONE
855244109SBUXSTARBUCKS CORP$985,1920.06%9,945CommonNONE
46432F859ISTBISHARES TR$982,7810.06%21,072CommonNONE
26856L103ELFE L F BEAUTY INC$981,8070.06%8,595CommonNONE
G87110105FTITECHNIPFMC PLC$979,2340.06%58,919CommonNONE
67092P607NUSCNUSHARES ETF TR$971,6160.06%26,267CommonNONE
031162100AMGNAMGEN INC$970,6010.06%4,372CommonNONE
69351T106PPLPPL CORP$969,0580.06%36,624CommonNONE
45782C680PAUGINNOVATOR ETFS TR$967,8240.06%31,020CommonNONE
25746U109DDOMINION ENERGY INC$967,5110.06%18,681CommonNONE
369550108GDGENERAL DYNAMICS CORP$964,8650.06%4,485CommonNONE
447462102HURNHURON CONSULTING GROUP INC$964,3230.06%11,357CommonNONE
039653100ACAARCOSA INC$956,5960.06%12,625CommonNONE
25243Q205DEODIAGEO PLC$953,1210.06%5,494CommonNONE
02072L607FRDMEA SERIES TRUST$942,5680.06%30,061CommonNONE
92204A504VHTVANGUARD WORLD FDS$941,4470.06%3,845CommonNONE
59156R108METMETLIFE INC$935,5130.06%16,549CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$931,7020.06%19,061CommonNONE
464287457SHYISHARES TR$929,5820.06%11,465CommonNONE
69374H436QDPLPACER FDS TR$918,4960.06%28,835CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$910,7300.05%13,994CommonNONE
36168Q104GFLGFL ENVIRONMENTAL INC$903,6910.05%23,291CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$902,4410.05%18,931CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$897,6420.05%19,438CommonNONE
G48833118WFRDWEATHERFORD INTL PLC$889,7620.05%13,396CommonNONE
33829M101FIVEFIVE BELOW INC$876,7650.05%4,461CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$871,3500.05%18,130CommonNONE
723787107PXDEURPIONEER NAT RES CO$868,5590.05%4,192CommonNONE
609207105MDLZMONDELEZ INTL INC$865,8450.05%11,871CommonNONE
78463M107SPSCSPS COMM INC$861,7730.05%4,487CommonNONE
922908629VOVANGUARD INDEX FDS$859,3360.05%3,903CommonNONE
110448107BTIBRITISH AMERN TOB PLC$846,8830.05%25,509CommonNONE
46434V613IUSBISHARES TR$841,9730.05%18,517CommonNONE
46284V101IRMIRON MTN INC DEL$838,4400.05%14,756CommonNONE
G5784H106MANUMANCHESTER UTD PLC NEW$832,5770.05%34,150CommonNONE
46428Q109SLVISHARES SILVER TR$831,5060.05%39,804CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$830,6960.05%10,979CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$830,3610.05%10,442CommonNONE
78468R556XOPSPDR SER TR$829,2800.05%6,437CommonNONE
92686J106VKTXVIKING THERAPEUTICS INC$825,7700.05%50,942CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$822,4340.05%5,761CommonNONE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$812,4940.05%34,961CommonNONE
655844108NSCNORFOLK SOUTHN CORP$809,8390.05%3,571CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$807,2940.05%3,673CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$806,5870.05%14,183CommonNONE
369604301GEGENERAL ELECTRIC CO$804,5660.05%7,324CommonNONE
464288406IMCVISHARES TR$801,4730.05%12,582CommonNONE
74348A467NOBLPROSHARES TR$801,3640.05%8,500CommonNONE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$800,6400.05%695CommonNONE
00162Q395OUSMALPS ETF TR$794,9220.05%21,660CommonNONE
37954Y848SILGLOBAL X FDS$790,5640.05%30,418CommonNONE
427866108HSYHERSHEY CO$790,5560.05%3,166CommonNONE
48251W104KKRKKR & CO INC$779,7960.05%13,925CommonNONE
78464A656SPIPSPDR SER TR$779,6190.05%30,171CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$775,9600.05%5,067CommonNONE
88579Y101MMM3M CO$772,2970.05%7,716CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$771,1480.05%8,175CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$765,4620.05%1,467CommonNONE
65290E101NXTNEXTRACKER INC$763,2770.05%19,173CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$761,7430.05%3,811CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$757,9730.05%13,363CommonNONE
209115104EDCONSOLIDATED EDISON INC$756,8210.05%8,372CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$756,0150.05%2,020CommonNONE
706327103PBAPEMBINA PIPELINE CORP$747,2840.04%23,769CommonNONE
02081G201ATECALPHATEC HLDGS INC$745,7560.04%41,477CommonNONE
33734X150FXRFIRST TR EXCHANGE TRADED FD$740,9700.04%12,331CommonNONE
15118V207CELHCELSIUS HLDGS INC$739,2360.04%4,955CommonNONE
08265T208BSYBENTLEY SYS INC$737,6740.04%13,603CommonNONE
494368103KMBKIMBERLY-CLARK CORP$735,4550.04%5,327CommonNONE
889478103TOLTOLL BROTHERS INC$734,5360.04%9,290CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$732,6110.04%8,622CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$731,8420.04%12,476CommonNONE
N3167Y103RACEFERRARI N V$726,7250.04%2,235CommonNONE
01741R102ATIATI INC$726,6100.04%16,428CommonNONE
199908104FIXCOMFORT SYS USA INC$726,4850.04%4,424CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$723,0540.04%9,149CommonNONE
231561101CWCURTISS WRIGHT CORP$718,5350.04%3,912CommonNONE
302492103FLYWFLYWIRE CORPORATION$715,5340.04%23,052CommonNONE
74340W103PLDPROLOGIS INC.$713,5090.04%5,818CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$713,1960.04%44,659CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED ETF$703,7300.04%15,147CommonNONE
97717X669DGRWWISDOMTREE TR$703,3400.04%10,551CommonNONE
20717M1038QRCONFLUENT INC$702,8810.04%19,906CommonNONE
922908512VOEVANGUARD INDEX FDS$697,0090.04%5,037CommonNONE
925652109VICIVICI PPTYS INC$696,0690.04%22,147CommonNONE
29273V100ETENERGY TRANSFER L P$695,6450.04%54,775CommonNONE
565849106MRO*MARATHON OIL CORP$692,7340.04%30,093CommonNONE
95040Q104WELLWELLTOWER INC$692,2190.04%8,558CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$692,1440.04%4,779CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$692,0810.04%9,743CommonNONE
260557103DOWDOW INC$691,8820.04%12,991CommonNONE
70975L107PENPENUMBRA INC$690,1840.04%2,006CommonNONE
670346105NUENUCOR CORP$689,1180.04%4,202CommonNONE
075887109BDXBECTON DICKINSON & CO$688,8550.04%2,609CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$688,0710.04%10,098CommonNONE
89531P105TREXTREX CO INC$686,4130.04%10,470CommonNONE
268150109DTDYNATRACE INC$682,2350.04%13,255CommonNONE
464288810IHIISHARES TR$671,4220.04%11,892CommonNONE
40412C101HCAHCA HEALTHCARE INC$670,6910.04%2,210CommonNONE
464287234EEMISHARES TR$670,3050.04%16,944CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$670,1910.04%15,173CommonNONE
00162Q452AMLPALPS ETF TR$667,4650.04%17,023CommonNONE
09258G104BSTBLACKROCK SCIENCE & TECHNOLO$663,2460.04%19,258CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$662,0170.04%10,540CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$660,0940.04%14,353CommonNONE
M7S64H106MNDYMONDAY COM LTD$651,3210.04%3,804CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$650,3510.04%494CommonNONE
067901108ABXBARRICK GOLD CORP$650,0460.04%38,396CommonNONE
59001A102MTHMERITAGE HOMES CORP$644,7410.04%4,532CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$639,4100.04%4,345CommonNONE
78464A870XBISPDR SER TR$637,4150.04%7,661CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$635,3030.04%68,607CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$631,8230.04%11,444CommonNONE
126638105CVRXCVRX INC$631,3570.04%40,891CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$628,4590.04%32,395CommonNONE
127190304CACICACI INTL INC$627,1460.04%1,840CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$626,5450.04%66,301CommonNONE
464287606IJKISHARES TR$624,3460.04%8,325CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$623,9510.04%15,338CommonNONE
316092204FDISFIDELITY COVINGTON TRUST$621,5340.04%8,477CommonNONE
46434G103IEMGISHARES INC$621,2780.04%12,605CommonNONE
464288513HYGISHARES TR$613,5220.04%8,173CommonNONE
37733W204GSKGSK PLC$609,5060.04%17,102CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$609,3350.04%2,977CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$608,6380.04%6,031CommonNONE
79589L106IOTSAMSARA INC$605,6850.04%21,858CommonNONE
67077M108NTRNUTRIEN LTD$600,4790.04%10,169CommonNONE
060505682BAC 7.25 PERP LBANK AMERICA CORP$597,6280.04%510CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$595,7880.04%55,268CommonNONE
461202103INTUINTUIT$594,0100.04%1,296CommonNONE
12514G108CDWCDW CORP$593,5440.04%3,235CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$592,4800.04%1,920CommonNONE
82452J109FOURSHIFT4 PMTS INC$591,0890.04%8,704CommonNONE
26614N102DDDUPONT DE NEMOURS INC$584,1290.04%8,177CommonNONE
78468R721TFISPDR SER TR$580,4230.03%12,574CommonNONE
83175M205SNNSMITH & NEPHEW PLC$575,7520.03%17,853CommonNONE
922908553VNQVANGUARD INDEX FDS$574,1290.03%6,871CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$571,0940.03%3,036CommonNONE
46432F339QUALISHARES TR$570,2680.03%4,228CommonNONE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$569,9870.03%9,176CommonNONE
974155103WINGWINGSTOP INC$569,6370.03%2,846CommonNONE
863667101SYKSTRYKER CORPORATION$569,0800.03%1,865CommonNONE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$568,4640.03%6,240CommonNONE
45782C276NJULINNOVATOR ETFS TR$565,7050.03%11,036CommonNONE
37954Y855LITGLOBAL X FDS$558,0060.03%8,582CommonNONE
88339J105TTDTHE TRADE DESK INC$552,9720.03%7,161CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$552,4740.03%16,487CommonNONE
125523100CITHE CIGNA GROUP$548,7230.03%1,956CommonNONE
H8817H100RIGTRANSOCEAN LTD$542,2730.03%77,357CommonNONE
316500107FDUSFIDUS INVT CORP$541,3910.03%27,622CommonNONE
92204A306VDEVANGUARD WORLD FDS$541,2930.03%4,795CommonNONE
78464A359CWBSPDR SER TR$540,2240.03%7,723CommonNONE
30226D106EXTREXTREME NETWORKS$533,5040.03%20,480CommonNONE
552690109MDUMDU RES GROUP INC$533,0780.03%25,457CommonNONE
516544103LNTHLANTHEUS HLDGS INC$531,2980.03%6,331CommonNONE
22052L104CTVACORTEVA INC$530,0020.03%9,250CommonNONE
880779103TEXTEREX CORP NEW$529,5600.03%8,851CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$527,8700.03%14,807CommonNONE
253868103DLRDIGITAL RLTY TR INC$522,9160.03%4,592CommonNONE
05478C105AZEKAZEK CO INC$521,9570.03%17,232CommonNONE
921910840MGVVANGUARD WORLD FD$519,3190.03%5,005CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$518,6100.03%32,617CommonNONE
298736109EEFTEURONET WORLDWIDE INC$517,3670.03%4,408CommonNONE
487836108KKELLOGG CO$517,3630.03%7,676CommonNONE
46434V407SHYGISHARES TR$515,0580.03%12,426CommonNONE
526057104LENLENNAR CORP$514,5230.03%4,106CommonNONE
45828L108IASINTEGRAL AD SCIENCE HLDNG CO$511,6210.03%28,455CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$511,4290.03%2,674CommonNONE
316092881FMATFIDELITY COVINGTON TRUST$510,1800.03%10,934CommonNONE
65473P105NINISOURCE INC$508,0810.03%18,577CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$507,1740.03%395CommonNONE
53814L108LTHM1EURLIVENT CORP$505,9340.03%18,445CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$505,6520.03%36,562CommonNONE
464288646IGSBISHARES TR$505,5130.03%10,076CommonNONE
78709Y105SAIASAIA INC$504,0280.03%1,472CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$501,6150.03%11,046CommonNONE
47804J859JHMDJOHN HANCOCK EXCHANGE TRADED$499,3300.03%16,056CommonNONE
25862V105DVDOUBLEVERIFY HLDGS INC$497,6310.03%12,786CommonNONE
969457100WMBWILLIAMS COS INC$497,0080.03%15,232CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$493,6090.03%6,527CommonNONE
518415104LSCCLATTICE SEMICONDUCTOR CORP$493,6080.03%5,138CommonNONE
G8473T100STESTERIS PLC$491,5810.03%2,185CommonNONE
830566105SKAASKECHERS U S A INC$489,6850.03%9,299CommonNONE
739276103POWIPOWER INTEGRATIONS INC$485,1840.03%5,125CommonNONE
988498101YUMYUM BRANDS INC$484,7590.03%3,499CommonNONE
767204100RIORIO TINTO PLC$482,7410.03%7,562CommonNONE
464287721IYWISHARES TR$479,9490.03%4,408CommonNONE
78409V104SPGIS&P GLOBAL INC$478,6650.03%1,194CommonNONE
808524607SCHASCHWAB STRATEGIC TR$477,1090.03%10,893CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$475,1010.03%5,303CommonNONE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$473,8240.03%7,483CommonNONE
98389B100XELXCEL ENERGY INC$472,1830.03%7,595CommonNONE
78464A631XARSPDR SER TR$471,2930.03%3,878CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$471,1750.03%1,854CommonNONE
559080106WEPMAGELLAN MIDSTREAM PRTNRS LP$470,9600.03%7,557CommonNONE
872590104TMUST-MOBILE US INC$470,3150.03%3,386CommonNONE
464287101OEFISHARES TR$468,7700.03%2,264CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$467,9140.03%11,698CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$465,7220.03%1,362CommonNONE
29362U104ENTGENTEGRIS INC$464,8900.03%4,195CommonNONE
457730109INSPINSPIRE MED SYS INC$463,5860.03%1,428CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$461,4780.03%4,439CommonNONE
464288885EFGISHARES TR$461,3370.03%4,835CommonNONE
55955D100MGNIMAGNITE INC$461,1520.03%33,784CommonNONE
84612U107SOVOS BRANDS INC$460,5400.03%23,545CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$459,8180.03%2,746CommonNONE
92243G108PCVXVAXCYTE INC$458,1000.03%9,173CommonNONE

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.