Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Cetera Investment Advisers

Q2 2023 · 13F-HR

Cetera Investment Advisersholdings as filed

Filed 2023-08-10 · accession 0001085146-23-003191

$11.90B
Reported value
2,192
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2192

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$442.4M3.72%992,677CommonNONE
037833100AAPLAPPLE INC$356.2M2.99%1,836,554CommonNONE
922908769VTIVANGUARD INDEX FDS$290.2M2.44%1,317,333CommonNONE
921937827BSVVANGUARD BD INDEX FDS$205.2M1.73%2,715,583CommonNONE
46434V613IUSBISHARES TR$195.5M1.64%4,300,298CommonNONE
594918104MSFTMICROSOFT CORP$179.0M1.51%525,768CommonNONE
921909768VXUSVANGUARD STAR FDS$167.3M1.41%2,982,454CommonNONE
921937835BNDVANGUARD BD INDEX FDS$158.9M1.34%2,186,403CommonNONE
46090E103QQQINVESCO QQQ TR$153.5M1.29%415,510CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$149.1M1.25%336,255CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$147.0M1.24%1,957,732CommonNONE
922908736VUGVANGUARD INDEX FDS$143.0M1.20%505,389CommonNONE
464287226AGGISHARES TR$137.3M1.15%1,401,432CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$122.5M1.03%1,687,069CommonNONE
46432F339QUALISHARES TR$110.2M0.93%816,777CommonNONE
922908744VTVVANGUARD INDEX FDS$109.4M0.92%769,581CommonNONE
023135106AMZNAMAZON COM INC$104.9M0.88%804,622CommonNONE
922908363VOOVANGUARD INDEX FDS$104.8M0.88%257,347CommonNONE
46434G103IEMGISHARES INC$98.4M0.83%1,997,189CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$97.1M0.82%1,986,966CommonNONE
464288588MBBISHARES TR$97.0M0.82%1,040,081CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$91.2M0.77%1,974,582CommonNONE
67066G104NVDANVIDIA CORPORATION$91.1M0.77%215,281CommonNONE
464288885EFGISHARES TR$90.0M0.76%942,846CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$80.0M0.67%2,351,775CommonNONE
464287614IWFISHARES TR$76.5M0.64%278,003CommonNONE
46432F842IEFAISHARES TR$75.5M0.63%1,118,760CommonNONE
464287598IWDISHARES TR$75.2M0.63%476,509CommonNONE
464288414MUBISHARES TR$73.9M0.62%692,693CommonNONE
02079K305GOOGLALPHABET INC$67.1M0.56%560,857CommonNONE
464287804IJRISHARES TR$64.7M0.54%649,699CommonNONE
46435G425ESGUISHARES TR$63.9M0.54%655,794CommonNONE
464288877EFVISHARES TR$63.7M0.54%1,301,212CommonNONE
46429B697USMVISHARES TR$63.6M0.53%855,330CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$63.4M0.53%1,329,496CommonNONE
46429B267GOVTISHARES TR$62.7M0.53%2,738,161CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$57.7M0.49%1,440,441CommonNONE
78464A359CWBSPDR SER TR$54.6M0.46%780,692CommonNONE
46625H100JPMJPMORGAN CHASE & CO$47.8M0.40%328,838CommonNONE
46434V621DGROISHARES TR$46.2M0.39%895,985CommonNONE
88160R101TSLATESLA INC$46.1M0.39%176,026CommonNONE
464287432TLTISHARES TR$45.4M0.38%441,475CommonNONE
30231G102XOMEXXON MOBIL CORP$43.7M0.37%407,097CommonNONE
97717X669DGRWWISDOMTREE TR$42.7M0.36%640,990CommonNONE
464287721IYWISHARES TR$42.6M0.36%390,877CommonNONE
46434V860TFLOISHARES TR$40.9M0.34%806,852CommonNONE
464287507IJHISHARES TR$39.6M0.33%151,407CommonNONE
464287309IVWISHARES TR$39.5M0.33%560,290CommonNONE
92826C839VVISA INC$38.9M0.33%163,880CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$38.3M0.32%866,068CommonNONE
30303M102METAMETA PLATFORMS INC$37.8M0.32%131,736CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$37.5M0.32%500,343CommonNONE
02079K107GOOGALPHABET INC$37.4M0.31%309,167CommonNONE
478160104JNJJOHNSON & JOHNSON$37.1M0.31%224,145CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$35.7M0.30%877,333CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$35.2M0.30%1,407,648CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$35.0M0.29%72,816CommonNONE
931142103WMTWALMART INC$34.6M0.29%219,918CommonNONE
922908751VBVANGUARD INDEX FDS$34.1M0.29%171,472CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$33.3M0.28%191,478CommonNONE
532457108LLYLILLY ELI & CO$31.8M0.27%67,730CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$31.6M0.27%238,405CommonNONE
921937819BIVVANGUARD BD INDEX FDS$31.0M0.26%411,848CommonNONE
58933Y105MRKMERCK & CO INC$31.0M0.26%268,355CommonNONE
464288653TLHISHARES TR$30.9M0.26%279,225CommonNONE
717081103PFEPFIZER INC$30.7M0.26%837,775CommonNONE
166764100CVXCHEVRON CORP NEW$30.7M0.26%195,075CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$30.6M0.26%553,791CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$30.6M0.26%288,184CommonNONE
69374H881COWZPACER FDS TR$30.3M0.25%632,806CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$30.0M0.25%636,554CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$29.8M0.25%87,292CommonNONE
78464A409SPYGSPDR SER TR$29.3M0.25%480,740CommonNONE
747525103QCOMQUALCOMM INC$29.2M0.25%244,910CommonNONE
437076102HDHOME DEPOT INC$29.2M0.25%93,840CommonNONE
78468R663BILSPDR SER TR$28.8M0.24%313,765CommonNONE
464287242LQDISHARES TR$28.4M0.24%262,929CommonNONE
97717Y527USFRWISDOMTREE TR$28.3M0.24%563,324CommonNONE
742718109PGPROCTER AND GAMBLE CO$28.3M0.24%186,203CommonNONE
464287457SHYISHARES TR$28.0M0.24%345,670CommonNONE
464287408IVEISHARES TR$27.7M0.23%171,808CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$27.6M0.23%1,017,114CommonNONE
464288158SUBISHARES TR$27.3M0.23%262,046CommonNONE
78464A763SDYSPDR SER TR$26.1M0.22%212,634CommonNONE
11135F101AVGOBROADCOM INC$25.9M0.22%29,814CommonNONE
922908553VNQVANGUARD INDEX FDS$25.0M0.21%299,506CommonNONE
00287Y109ABBVABBVIE INC$24.9M0.21%185,113CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$24.8M0.21%163,214CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$24.8M0.21%429,350CommonNONE
922908629VOVANGUARD INDEX FDS$24.6M0.21%111,950CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$24.3M0.20%680,436CommonNONE
57636Q104MAMASTERCARD INCORPORATED$24.2M0.20%61,636CommonNONE
922907746VTEBVANGUARD MUN BD FDS$23.8M0.20%474,177CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$23.3M0.20%67,648CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$23.2M0.20%391,292CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$23.2M0.20%43,147CommonNONE
922908611VBRVANGUARD INDEX FDS$23.1M0.19%139,469CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$23.0M0.19%351,648CommonNONE
46434V696IPACISHARES TR$22.8M0.19%397,363CommonNONE
78463V107GLDSPDR GOLD TR$22.8M0.19%127,840CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$22.8M0.19%612,339CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$22.8M0.19%140,168CommonNONE
78464A854SPYMSPDR SER TR$22.5M0.19%432,371CommonNONE
548661107LOWLOWES COS INC$22.5M0.19%99,502CommonNONE
464288679SHVISHARES TR$22.4M0.19%202,678CommonNONE
539830109LMTLOCKHEED MARTIN CORP$22.3M0.19%48,425CommonNONE
921937793BLVVANGUARD BD INDEX FDS$22.3M0.19%297,323CommonNONE
464287648IWOISHARES TR$21.9M0.18%90,383CommonNONE
72201R783HYSPIMCO ETF TR$21.9M0.18%240,136CommonNONE
381430123GSUSGOLDMAN SACHS ETF TR$21.6M0.18%355,839CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$21.4M0.18%465,153CommonNONE
17275R102CSCOCISCO SYS INC$21.1M0.18%408,734CommonNONE
713448108PEPPEPSICO INC$21.0M0.18%113,391CommonNONE
922908538VOTVANGUARD INDEX FDS$20.9M0.18%101,365CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$20.6M0.17%272,864CommonNONE
78464A508SPYVSPDR SER TR$20.6M0.17%476,115CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$20.1M0.17%418,232CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$20.1M0.17%176,080CommonNONE
46431W507NEARISHARES U S ETF TR$20.0M0.17%401,880CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$19.9M0.17%610,893CommonNONE
464287622IWBISHARES TR$19.6M0.17%80,564CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$19.0M0.16%234,128CommonNONE
580135101MCDMCDONALDS CORP$19.0M0.16%63,684CommonNONE
464288281EMBISHARES TR$18.2M0.15%210,755CommonNONE
464287655IWMISHARES TR$18.1M0.15%96,733CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$18.0M0.15%243,358CommonNONE
38149W101GCORGOLDMAN SACHS ETF TR$17.8M0.15%428,450CommonNONE
149123101CATCATERPILLAR INC$17.4M0.15%70,597CommonNONE
097023105BABOEING CO$17.4M0.15%82,255CommonNONE
254687106DISDISNEY WALT CO$17.3M0.15%194,157CommonNONE
64110L106NFLXNETFLIX INC$17.3M0.15%39,319CommonNONE
855244109SBUXSTARBUCKS CORP$17.0M0.14%172,058CommonNONE
78464A664SPTLSPDR SER TR$17.0M0.14%569,985CommonNONE
46435G326IDEVISHARES TR$17.0M0.14%278,126CommonNONE
060505104BACBANK AMERICA CORP$16.9M0.14%589,202CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$16.9M0.14%287,532CommonNONE
464289438IWYISHARES TR$16.8M0.14%105,735CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$16.4M0.14%507,389CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$16.3M0.14%109,161CommonNONE
00724F101ADBEADOBE SYSTEMS INCORPORATED$16.3M0.14%33,276CommonNONE
191216100KOCOCA COLA CO$16.0M0.13%264,992CommonNONE
92204A702VGTVANGUARD WORLD FDS$15.8M0.13%35,766CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$15.5M0.13%573,881CommonNONE
46434V738IEURISHARES TR$15.5M0.13%293,588CommonNONE
46434V407SHYGISHARES TR$15.4M0.13%372,308CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$15.4M0.13%305,109CommonNONE
464287168DVYISHARES TR$15.2M0.13%134,530CommonNONE
842587107SOSOUTHERN CO$15.2M0.13%216,858CommonNONE
233051200DBEFDBX ETF TR$15.1M0.13%428,041CommonNONE
464288646IGSBISHARES TR$14.9M0.12%296,042CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$14.6M0.12%427,873CommonNONE
45782C540PDECINNOVATOR ETFS TR$14.4M0.12%431,845CommonNONE
464288513HYGISHARES TR$14.2M0.12%189,353CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$14.2M0.12%144,481CommonNONE
46435G474FALNISHARES TR$13.9M0.12%547,269CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$13.9M0.12%125,389CommonNONE
002824100ABTABBOTT LABS$13.7M0.12%125,739CommonNONE
464287150ITOTISHARES TR$13.7M0.12%139,978CommonNONE
78464A672SPTISPDR SER TR$13.6M0.11%480,867CommonNONE
031162100AMGNAMGEN INC$13.6M0.11%61,059CommonNONE
20030N101CMCSACOMCAST CORP NEW$13.5M0.11%324,490CommonNONE
00206R102TAT&T INC$13.4M0.11%842,289CommonNONE
74348A467NOBLPROSHARES TR$13.4M0.11%142,349CommonNONE
464288661IEIISHARES TR$13.4M0.11%116,038CommonNONE
464287465EFAISHARES TR$13.3M0.11%183,103CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$13.2M0.11%265,672CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$13.2M0.11%196,722CommonNONE
68389X105ORCLORACLE CORP$13.2M0.11%110,662CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$13.1M0.11%150,558CommonNONE
038222105AMATAPPLIED MATLS INC$13.1M0.11%90,861CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$13.1M0.11%135,374CommonNONE
464287440IEFISHARES TR$12.9M0.11%134,025CommonNONE
336920103FPXFIRST TR EXCHANGE TRADED FD$12.9M0.11%146,453CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$12.8M0.11%407,084CommonNONE
46429B663HDVISHARES TR$12.7M0.11%126,256CommonNONE
78464A375SPIBSPDR SER TR$12.7M0.11%394,765CommonNONE
921910816MGKVANGUARD WORLD FD$12.4M0.10%52,506CommonNONE
808524706SCHESCHWAB STRATEGIC TR$12.3M0.10%499,074CommonNONE
244199105DEDEERE & CO$12.2M0.10%30,180CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$12.2M0.10%232,190CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$12.1M0.10%67,503CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$12.0M0.10%348,731CommonNONE
126650100CVSCVS HEALTH CORP$12.0M0.10%173,191CommonNONE
464287176TIPISHARES TR$11.9M0.10%110,982CommonNONE
718172109PMPHILIP MORRIS INTL INC$11.8M0.10%120,894CommonNONE
G5960L103MDTMEDTRONIC PLC$11.8M0.10%133,451CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$11.7M0.10%252,629CommonNONE
78468R101SPTSSPDR SER TR$11.7M0.10%406,688CommonNONE
345370860FFORD MTR CO DEL$11.6M0.10%769,300CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$11.5M0.10%448,946CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$11.4M0.10%471,280CommonNONE
33740F581QMARFIRST TR EXCHNG TRADED FD VI$11.3M0.10%471,748CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$11.2M0.09%36,414CommonNONE
45782C383PMARINNOVATOR ETFS TR$11.2M0.09%332,423CommonNONE
233051267HYDWDBX ETF TR$11.2M0.09%247,902CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$11.2M0.09%34,786CommonNONE
81762P102NOWSERVICENOW INC$11.1M0.09%19,829CommonNONE
922908512VOEVANGUARD INDEX FDS$11.1M0.09%80,090CommonNONE
46435U853USHYISHARES TR$10.9M0.09%308,951CommonNONE
438516106HONHONEYWELL INTL INC$10.9M0.09%52,454CommonNONE
464287564ICFISHARES TR$10.8M0.09%194,984CommonNONE
464287499IWRISHARES TR$10.8M0.09%147,914CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$10.8M0.09%170,565CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$10.7M0.09%235,139CommonNONE
949746101WMT2WELLS FARGO CO NEW$10.6M0.09%249,072CommonNONE
464287663IUSVISHARES TR$10.6M0.09%135,457CommonNONE
922908652VXFVANGUARD INDEX FDS$10.6M0.09%71,194CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$10.6M0.09%165,653CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$10.6M0.09%491,245CommonNONE
464287630IWNISHARES TR$10.6M0.09%75,076CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$10.5M0.09%117,195CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$10.5M0.09%303,703CommonNONE
02209S103MOALTRIA GROUP INC$10.5M0.09%231,287CommonNONE
79466L302CRMSALESFORCE INC$10.5M0.09%49,515CommonNONE
37954Y343MLPAGLOBAL X FDS$10.4M0.09%241,979CommonNONE
922020805VTIPVANGUARD MALVERN FDS$10.4M0.09%218,346CommonNONE
756109104OREALTY INCOME CORP$10.3M0.09%172,447CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$10.3M0.09%60,718CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$10.2M0.09%361,698CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$10.2M0.09%144,165CommonNONE
69374H857CALFPACER FDS TR$10.2M0.09%250,198CommonNONE
92189F106GDXVANECK ETF TRUST$10.1M0.08%335,366CommonNONE
172967424CCITIGROUP INC$10.0M0.08%217,169CommonNONE
46429B747STIPISHARES TR$9.9M0.08%101,782CommonNONE
94106L109WMWASTE MGMT INC DEL$9.9M0.08%57,128CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$9.9M0.08%18,933CommonNONE
09247X101BLKCHFBLACKROCK INC$9.8M0.08%14,226CommonNONE
46429B689EFAVISHARES TR$9.7M0.08%143,290CommonNONE
37954Y657PFFDGLOBAL X FDS$9.7M0.08%498,727CommonNONE
464288687PFFISHARES TR$9.6M0.08%310,763CommonNONE
33735B108FNXFIRST TR MID CAP CORE ALPHAD$9.5M0.08%98,957CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$9.5M0.08%145,581CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$9.5M0.08%65,064CommonNONE
46428Q109SLVISHARES SILVER TR$9.4M0.08%451,985CommonNONE
87612E106TGTTARGET CORP$9.3M0.08%70,730CommonNONE
74340W103PLDPROLOGIS INC.$9.3M0.08%75,483CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$9.1M0.08%90,016CommonNONE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$9.0M0.08%135,357CommonNONE
654106103NKENIKE INC$9.0M0.08%81,737CommonNONE
464286749EWLISHARES INC$8.9M0.08%193,514CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$8.9M0.08%66,698CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$8.9M0.07%151,685CommonNONE
92204A504VHTVANGUARD WORLD FDS$8.9M0.07%36,335CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$8.9M0.07%141,544CommonNONE
65339F101NEENEXTERA ENERGY INC$8.9M0.07%119,695CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$8.9M0.07%81,966CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$8.9M0.07%34,927CommonNONE
78468R739SHMSPDR SER TR$8.8M0.07%188,001CommonNONE
494368103KMBKIMBERLY-CLARK CORP$8.8M0.07%63,947CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$8.8M0.07%127,011CommonNONE
46432F834IXUSISHARES TR$8.8M0.07%139,996CommonNONE
907818108UNPUNION PAC CORP$8.8M0.07%42,832CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$8.8M0.07%92,786CommonNONE
902973304USBUS BANCORP DEL$8.7M0.07%262,019CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$8.6M0.07%172,247CommonNONE
863667101SYKSTRYKER CORPORATION$8.6M0.07%28,141CommonNONE
09260D107BXBLACKSTONE INC$8.6M0.07%92,333CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$8.5M0.07%38,893CommonNONE
31428X106FDXFEDEX CORP$8.5M0.07%34,478CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$8.5M0.07%167,660CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$8.5M0.07%196,411CommonNONE
464288570DSIISHARES TR$8.4M0.07%99,666CommonNONE
458140100INTCINTEL CORP$8.4M0.07%250,662CommonNONE
464287606IJKISHARES TR$8.3M0.07%110,995CommonNONE
92206C623VTWGVANGUARD SCOTTSDALE FDS$8.3M0.07%47,113CommonNONE
46434G863ESGEISHARES INC$8.2M0.07%260,557CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$8.2M0.07%242,801CommonNONE
512807108LRCXEURLAM RESEARCH CORP$8.2M0.07%12,717CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$8.2M0.07%358,331CommonNONE
617446448MSMORGAN STANLEY$8.1M0.07%98,968CommonNONE
45783Y814BUFFINNOVATOR ETFS TR$8.1M0.07%214,245CommonNONE
697435105PANWPALO ALTO NETWORKS INC$8.1M0.07%31,774CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$8.1M0.07%172,635CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$8.1M0.07%101,969CommonNONE
464287705IJJISHARES TR$8.0M0.07%74,525CommonNONE
001055102AFLAFLAC INC$8.0M0.07%114,297CommonNONE
78409V104SPGIS&P GLOBAL INC$7.8M0.07%19,553CommonNONE
464288448IDVISHARES TR$7.8M0.07%297,552CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$7.8M0.07%17,137CommonNONE
33734Y109FYXFIRST TR SML CP CORE ALPHA F$7.8M0.07%94,817CommonNONE
69374H568PSFFPACER FDS TR$7.8M0.07%319,297CommonNONE
384802104GWWGRAINGER W W INC$7.7M0.06%9,792CommonNONE
33737J182FEMFIRST TR EXCH TRD ALPHDX FD$7.7M0.06%362,649CommonNONE
46435U713IFRAISHARES TR$7.7M0.06%196,368CommonNONE
701094104PHPARKER-HANNIFIN CORP$7.6M0.06%19,542CommonNONE
370334104GISGENERAL MLS INC$7.6M0.06%98,532CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$7.5M0.06%22,075CommonNONE
35473P801FLQLFRANKLIN TEMPLETON ETF TR$7.5M0.06%167,943CommonNONE
609207105MDLZMONDELEZ INTL INC$7.5M0.06%102,968CommonNONE
46435G193SUSCISHARES TR$7.5M0.06%329,572CommonNONE
91913Y100VLOVALERO ENERGY CORP$7.5M0.06%63,627CommonNONE
682680103OKEONEOK INC NEW$7.4M0.06%120,579CommonNONE
69374H303PTNQPACER FDS TR$7.4M0.06%119,352CommonNONE
354613101BENFRANKLIN RESOURCES INC$7.3M0.06%274,347CommonNONE
92189F676SMHVANECK ETF TRUST$7.3M0.06%47,944CommonNONE
464286533EEMVISHARES INC$7.2M0.06%131,732CommonNONE
92189H409HYDVANECK ETF TRUST$7.2M0.06%140,182CommonNONE
49456B101KMIKINDER MORGAN INC DEL$7.2M0.06%417,759CommonNONE
33733B100FIWFIRST TR EXCHANGE TRADED FD$7.2M0.06%80,880CommonNONE
00214Q104ARKKARK ETF TR$7.2M0.06%162,186CommonNONE
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$7.1M0.06%70,154CommonNONE
808513105SCHWSCHWAB CHARLES CORP$7.1M0.06%125,043CommonNONE
20825C104COPCONOCOPHILLIPS$7.1M0.06%68,285CommonNONE
882508104TXNTEXAS INSTRS INC$7.1M0.06%39,265CommonNONE
375558103GILDGILEAD SCIENCES INC$7.0M0.06%90,733CommonNONE
464287481IWPISHARES TR$7.0M0.06%72,139CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$6.9M0.06%274,535CommonNONE
464287234EEMISHARES TR$6.9M0.06%175,021CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$6.9M0.06%69,186CommonNONE
58155Q103MCKMCKESSON CORP$6.9M0.06%16,170CommonNONE
29250N105ENBENBRIDGE INC$6.9M0.06%185,293CommonNONE
46435U549EAGGISHARES TR$6.9M0.06%145,667CommonNONE
464288356CMFISHARES TR$6.8M0.06%120,076CommonNONE
404111106HBTHBT FINL INC.$6.8M0.06%369,399CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$6.8M0.06%219,737CommonNONE
22822V101CCICROWN CASTLE INC$6.8M0.06%59,576CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$6.8M0.06%166,748CommonNONE
37045V100GMGENERAL MTRS CO$6.7M0.06%174,983CommonNONE
670346105NUENUCOR CORP$6.7M0.06%41,109CommonNONE
92936U109WPCWP CAREY INC$6.7M0.06%99,552CommonNONE
69374H105PTLCPACER FDS TR$6.7M0.06%162,614CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$6.7M0.06%122,886CommonNONE
464287689IWVISHARES TR$6.7M0.06%26,180CommonNONE
025816109AXPAMERICAN EXPRESS CO$6.6M0.06%38,061CommonNONE
744320102PRUPRUDENTIAL FINL INC$6.6M0.06%74,973CommonNONE
482480100KLACKLA CORP$6.6M0.06%13,581CommonNONE
969457100WMBWILLIAMS COS INC$6.6M0.06%201,514CommonNONE
872540109TJXTJX COS INC NEW$6.6M0.06%77,393CommonNONE
302635206FSKFS KKR CAP CORP$6.5M0.05%339,417CommonNONE
235851102DHRDANAHER CORPORATION$6.5M0.05%27,089CommonNONE
501044101KRKROGER CO$6.5M0.05%137,990CommonNONE
46436E767USXFISHARES TR$6.5M0.05%180,146CommonNONE
233051630HDEFDBX ETF TR$6.5M0.05%280,915CommonNONE
35472T101FTFFRANKLIN LTD DURATION INCOME$6.5M0.05%1,045,512CommonNONE
922908595VBKVANGUARD INDEX FDS$6.4M0.05%28,010CommonNONE
871829107SYYSYSCO CORP$6.4M0.05%86,661CommonNONE
464288612GVIISHARES TR$6.4M0.05%62,290CommonNONE
055622104BPBP PLC$6.4M0.05%181,598CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$6.4M0.05%242,324CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$6.3M0.05%131,302CommonNONE
89151E109TTENTOTALENERGIES SE$6.3M0.05%109,190CommonNONE
464287887IJTISHARES TR$6.3M0.05%54,731CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$6.3M0.05%74,738CommonNONE
14149Y108CAHCARDINAL HEALTH INC$6.3M0.05%66,388CommonNONE
26922B832SMIGETF SER SOLUTIONS$6.3M0.05%260,897CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$6.2M0.05%37,954CommonNONE
464288273SCZISHARES TR$6.2M0.05%104,927CommonNONE
88579Y101MMM3M CO$6.1M0.05%60,832CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$6.1M0.05%380,588CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$6.0M0.05%210,529CommonNONE
252131107DXCMDEXCOM INC$6.0M0.05%46,364CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$5.9M0.05%36,218CommonNONE
N07059210ASMLASML HOLDING N V$5.9M0.05%8,114CommonNONE
595112103MUMICRON TECHNOLOGY INC$5.8M0.05%92,689CommonNONE
22160N109CSGPCOSTAR GROUP INC$5.8M0.05%65,689CommonNONE
98138H101WDAYWORKDAY INC$5.8M0.05%25,818CommonNONE
09290C509LCTUBLACKROCK ETF TRUST$5.8M0.05%119,276CommonNONE
125523100CITHE CIGNA GROUP$5.8M0.05%20,757CommonNONE
78464A649SPABSPDR SER TR$5.8M0.05%229,387CommonNONE
78468R721TFISPDR SER TR$5.8M0.05%126,073CommonNONE
369550108GDGENERAL DYNAMICS CORP$5.8M0.05%27,031CommonNONE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$5.8M0.05%145,902CommonNONE
33740F557QJUNFIRST TR EXCHNG TRADED FD VI$5.8M0.05%260,244CommonNONE
46435G516ESGDISHARES TR$5.8M0.05%79,088CommonNONE
904767704UNILEVER PLC$5.7M0.05%110,209CommonNONE
46641Q225BBCAJ P MORGAN EXCHANGE TRADED F$5.7M0.05%93,663CommonNONE
45783Y848XBOCINNOVATOR ETFS TR$5.7M0.05%221,481CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$5.7M0.05%24,231CommonNONE
464287762IYHISHARES TR$5.7M0.05%20,236CommonNONE
42968F108PCFHIGH INCOME SECS FD$5.6M0.05%863,933CommonNONE
74762E102QUREQUANTA SVCS INC$5.6M0.05%28,471CommonNONE
09661T800BKHYBNY MELLON ETF TRUST$5.6M0.05%120,219CommonNONE
46429B655FLOTISHARES TR$5.6M0.05%109,748CommonNONE
464287671IUSGISHARES TR$5.6M0.05%57,070CommonNONE
33740Y101FAARFIRST TR EXCHANGE TRAD FD VI$5.5M0.05%196,799CommonNONE
59156R108METMETLIFE INC$5.5M0.05%97,767CommonNONE
92204A108VCRVANGUARD WORLD FDS$5.5M0.05%19,406CommonNONE
260557103DOWDOW INC$5.5M0.05%102,512CommonNONE
46434V878ICSHISHARES TR$5.5M0.05%108,492CommonNONE
500754106KHCKRAFT HEINZ CO$5.5M0.05%153,571CommonNONE
88339J105TTDTHE TRADE DESK INC$5.4M0.05%70,375CommonNONE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$5.4M0.05%134,521CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$5.4M0.05%15,381CommonNONE
46436E619EUSBISHARES TR$5.4M0.05%126,195CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$5.4M0.05%128,278CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$5.4M0.05%55,678CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$5.4M0.05%38,262CommonNONE
78468R408SJNKSPDR SER TR$5.4M0.04%216,646CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$5.3M0.04%70,640CommonNONE
46641Q753JVALJ P MORGAN EXCHANGE TRADED F$5.3M0.04%149,523CommonNONE
92204A207VDCVANGUARD WORLD FDS$5.3M0.04%27,415CommonNONE
G54950103LINLINDE PLC$5.3M0.04%13,912CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$5.3M0.04%62,958CommonNONE
74347B680REGLPROSHARES TR$5.3M0.04%75,169CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$5.3M0.04%210,767CommonNONE
464287812IYKISHARES TR$5.3M0.04%26,250CommonNONE
33740F854DAUGFIRST TR EXCHNG TRADED FD VI$5.2M0.04%153,599CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$5.2M0.04%23,613CommonNONE
78468R622JNKSPDR SER TR$5.2M0.04%56,288CommonNONE
74347B698SMDVPROSHARES TR$5.2M0.04%87,359CommonNONE
172908105CTASCINTAS CORP$5.2M0.04%10,369CommonNONE
98149E303GLDMWORLD GOLD TR$5.2M0.04%135,252CommonNONE
67092P300NULVNUSHARES ETF TR$5.1M0.04%148,312CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$5.1M0.04%47,770CommonNONE
45783Y103XDSQINNOVATOR ETFS TR$5.1M0.04%178,148CommonNONE
036752103ELVELEVANCE HEALTH INC$5.1M0.04%11,487CommonNONE
461202103INTUINTUIT$5.1M0.04%11,042CommonNONE
464288372IGFISHARES TR$5.0M0.04%107,449CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$5.0M0.04%211,951CommonNONE
82509L107SHOPSHOPIFY INC$5.0M0.04%77,391CommonNONE
770323103RHIROBERT HALF INTL INC$5.0M0.04%66,282CommonNONE
052769106ADSKAUTODESK INC$5.0M0.04%24,214CommonNONE
37954Y715BOTZGLOBAL X FDS$4.9M0.04%171,791CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.9M0.04%33,317CommonNONE
72201R775BONDPIMCO ETF TR$4.9M0.04%53,302CommonNONE
78468R606SPHYSPDR SER TR$4.9M0.04%213,145CommonNONE
33740U786XDECFIRST TR EXCHNG TRADED FD VI$4.9M0.04%149,087CommonNONE
46434V100SLQDISHARES TR$4.9M0.04%100,672CommonNONE
464287473IWSISHARES TR$4.8M0.04%44,025CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$4.8M0.04%24,856CommonNONE
464287291IXNISHARES TR$4.8M0.04%77,358CommonNONE
337738108FISVFISERV INC$4.8M0.04%37,928CommonNONE
464288760ITAISHARES TR$4.8M0.04%40,799CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$4.8M0.04%453,595CommonNONE
04010L103ARCCARES CAPITAL CORP$4.7M0.04%251,819CommonNONE
21036P108STZCONSTELLATION BRANDS INC$4.7M0.04%19,212CommonNONE
45783Y889XBJLINNOVATOR ETFS TR$4.7M0.04%163,562CommonNONE
464288638IGIBISHARES TR$4.7M0.04%92,943CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$4.7M0.04%51,611CommonNONE
464285204IAUISHARES GOLD TR$4.7M0.04%128,579CommonNONE
52468L406LVHDLEGG MASON ETF INVT$4.7M0.04%127,189CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$4.6M0.04%136,579CommonNONE
372460105GPCGENUINE PARTS CO$4.6M0.04%27,169CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$4.6M0.04%48,586CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$4.6M0.04%34,912CommonNONE
78464A474SPSBSPDR SER TR$4.5M0.04%154,526CommonNONE
381430206GEMGOLDMAN SACHS ETF TR$4.5M0.04%152,063CommonNONE
69374H709GCOWPACER FDS TR$4.5M0.04%136,834CommonNONE
33738D804FSIGFIRST TR EXCHANGE-TRADED FD$4.5M0.04%242,642CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$4.5M0.04%82,165CommonNONE
40412C101HCAHCA HEALTHCARE INC$4.5M0.04%14,737CommonNONE
92647N824CDCVICTORY PORTFOLIOS II$4.5M0.04%77,561CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$4.5M0.04%64,018CommonNONE
38748G101BARGRANITESHARES GOLD TR$4.4M0.04%233,757CommonNONE
464289511IGLBISHARES TR$4.4M0.04%86,009CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$4.4M0.04%9,205CommonNONE
912318300UNITED STS NAT GAS FD LP$4.4M0.04%591,378CommonNONE
37954Y350EMBDGLOBAL X FDS$4.3M0.04%198,839CommonNONE
97717W315DEMWISDOMTREE TR$4.3M0.04%113,547CommonNONE
78468R200FLRNSPDR SER TR$4.3M0.04%141,142CommonNONE
872590104TMUST-MOBILE US INC$4.3M0.04%31,184CommonNONE
89832Q109TFCTRUIST FINL CORP$4.3M0.04%142,610CommonNONE
78468R861TIPXSPDR SER TR$4.3M0.04%233,976CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$4.3M0.04%19,072CommonNONE
911363109URIUNITED RENTALS INC$4.3M0.04%9,672CommonNONE
92189F437ANGLVANECK ETF TRUST$4.3M0.04%154,993CommonNONE
009158106APDAIR PRODS & CHEMS INC$4.3M0.04%14,349CommonNONE
74460D109PSAPUBLIC STORAGE$4.3M0.04%14,695CommonNONE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$4.3M0.04%135,721CommonNONE
33737J174FDTFIRST TR EXCH TRD ALPHDX FD$4.3M0.04%83,034CommonNONE
194162103CLCOLGATE PALMOLIVE CO$4.3M0.04%55,264CommonNONE
45378A106IRTINDEPENDENCE RLTY TR INC$4.3M0.04%233,542CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$4.2M0.04%33,603CommonNONE
681919106OMCOMNICOM GROUP INC$4.2M0.04%44,230CommonNONE
97717W588EPSWISDOMTREE TR$4.2M0.04%90,068CommonNONE
69344A107PULSPGIM ETF TR$4.2M0.04%85,102CommonNONE
72201R833MINTPIMCO ETF TR$4.2M0.04%42,144CommonNONE
46436E882ISHARES TR$4.2M0.04%169,251CommonNONE
189054109CLXCLOROX CO DEL$4.2M0.04%26,391CommonNONE
032654105ADIANALOG DEVICES INC$4.2M0.04%21,472CommonNONE
05534B760BCEBCE INC$4.2M0.04%91,655CommonNONE
30063P105EXKEXACT SCIENCES CORP$4.2M0.03%44,280CommonNONE
032108409DIVOAMPLIFY ETF TR$4.1M0.03%115,155CommonNONE
464287523SOXXISHARES TR$4.1M0.03%8,165CommonNONE
464287879IJSISHARES TR$4.1M0.03%43,477CommonNONE
550021109LULULULULEMON ATHLETICA INC$4.1M0.03%10,895CommonNONE
032095101APHAMPHENOL CORP NEW$4.1M0.03%48,263CommonNONE
064058100BKBANK NEW YORK MELLON CORP$4.1M0.03%91,941CommonNONE
92556V106VTRSVIATRIS INC$4.1M0.03%409,775CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$4.1M0.03%175,186CommonNONE
56585A102MPCMARATHON PETE CORP$4.1M0.03%34,971CommonNONE
46435U663ESMLISHARES TR$4.1M0.03%114,643CommonNONE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$4.1M0.03%180,976CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$4.0M0.03%60,229CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$4.0M0.03%88,265CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$4.0M0.03%43,497CommonNONE
526057104LENLENNAR CORP$4.0M0.03%31,834CommonNONE
25746U109DDOMINION ENERGY INC$4.0M0.03%77,014CommonNONE
47804J107JHMLJOHN HANCOCK EXCHANGE TRADED$4.0M0.03%72,509CommonNONE
46138G656RDIVINVESCO EXCH TRADED FD TR II$4.0M0.03%101,381CommonNONE
33734X119FXGFIRST TR EXCHANGE TRADED FD$4.0M0.03%63,164CommonNONE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$3.9M0.03%77,001CommonNONE
806857108SLBSCHLUMBERGER LTD$3.9M0.03%80,191CommonNONE
046353108AZNNASTRAZENECA PLC$3.9M0.03%54,937CommonNONE
G29183103ETNEATON CORP PLC$3.9M0.03%19,531CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$3.9M0.03%344,325CommonNONE
78464A870XBISPDR SER TR$3.9M0.03%46,949CommonNONE
316092881FMATFIDELITY COVINGTON TRUST$3.9M0.03%83,548CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$3.9M0.03%67,678CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$3.9M0.03%63,119CommonNONE

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.