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LEVEL FOUR ADVISORY SERVICES, LLC

Q3 2023 · 13F-HR

LEVEL FOUR ADVISORY SERVICES, LLCholdings as filed

Filed 2023-11-13 · accession 0001085146-23-004312

$1.55B
Reported value
759
Positions
2023-09-30
Period end
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Holdings as filed

First 500 of 759

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$95.7M6.17%559,185CommonNONE
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00287Y109ABBVABBVIE INC$19.4M1.25%130,283CommonNONE
513272104LWLAMB WESTON HLDGS INC$18.7M1.21%202,525CommonNONE
02079K305GOOGLALPHABET INC$17.8M1.15%136,303CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$15.5M1.00%155,247CommonNONE
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69374H105PTLCPACER FDS TR$14.6M0.94%364,568CommonNONE
67066G104NVDANVIDIA CORPORATION$11.9M0.77%27,286CommonNONE
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30231G102XOMEXXON MOBIL CORP$11.1M0.72%94,726CommonNONE
46625H100JPMJPMORGAN CHASE & CO$11.0M0.71%75,725CommonNONE
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464287432TLTISHARES TR$10.2M0.66%114,646CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$9.6M0.62%220,802CommonNONE
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90353T100UBERUBER TECHNOLOGIES INC$9.3M0.60%202,140CommonNONE
437076102HDHOME DEPOT INC$9.2M0.60%30,563CommonNONE
26922A321DSTLETF SER SOLUTIONS$9.1M0.59%204,375CommonNONE
478160104JNJJOHNSON & JOHNSON$9.1M0.58%58,111CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$8.9M0.57%125,798CommonNONE
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58933Y105MRKMERCK & CO INC$8.5M0.55%82,497CommonNONE
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92826C839VVISA INC$8.4M0.54%36,562CommonNONE
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931142103WMTWALMART INC$8.3M0.54%51,913CommonNONE
464287309IVWISHARES TR$8.2M0.53%119,558CommonNONE
464287200IVVISHARES TR$7.8M0.50%18,207CommonNONE
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921908844VIGVANGUARD SPECIALIZED FUNDS$7.7M0.49%49,370CommonNONE
20825C104COPCONOCOPHILLIPS$7.6M0.49%63,694CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$7.1M0.46%50,321CommonNONE
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11135F101AVGOBROADCOM INC$6.9M0.44%8,249CommonNONE
126650100CVSCVS HEALTH CORP$6.8M0.44%96,940CommonNONE
79466L302CRMSALESFORCE INC$6.7M0.43%32,972CommonNONE
30303M102METAMETA PLATFORMS INC$6.7M0.43%22,198CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$6.7M0.43%205,226CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$6.6M0.43%2,156CommonNONE
464287226AGGISHARES TR$6.6M0.43%70,368CommonNONE
69374H303PTNQPACER FDS TR$6.6M0.42%106,844CommonNONE
166764100CVXCHEVRON CORP NEW$6.5M0.42%38,729CommonNONE
512807108LRCXEURLAM RESEARCH CORP$6.5M0.42%10,392CommonNONE
17275R102CSCOCISCO SYS INC$6.4M0.41%119,675CommonNONE
742718109PGPROCTER AND GAMBLE CO$6.1M0.39%41,803CommonNONE
53656F847CCORLISTED FD TR$6.0M0.39%219,157CommonNONE
46429B663HDVISHARES TR$5.9M0.38%59,692CommonNONE
718546104PSXPHILLIPS 66$5.9M0.38%48,825CommonNONE
458140100INTCINTEL CORP$5.8M0.37%161,982CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$5.7M0.37%85,555CommonNONE
747525103QCOMQUALCOMM INC$5.6M0.36%50,808CommonNONE
78464A201SLYGSPDR SER TR$5.4M0.35%74,138CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$5.4M0.35%58,909CommonNONE
92189F429PFXFVANECK ETF TRUST$5.4M0.35%318,765CommonNONE
26875P101EOGEOG RES INC$5.3M0.34%42,172CommonNONE
345370860FFORD MTR CO DEL$5.3M0.34%426,797CommonNONE
57636Q104MAMASTERCARD INCORPORATED$5.2M0.34%13,220CommonNONE
09247X101BLKCHFBLACKROCK INC$5.2M0.34%8,047CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$5.2M0.33%89,739CommonNONE
806857108SLBSCHLUMBERGER LTD$5.2M0.33%88,370CommonNONE
88160R101TSLATESLA INC$5.1M0.33%20,563CommonNONE
69374H204PTMCPACER FDS TR$5.1M0.33%161,489CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$5.1M0.33%30,992CommonNONE
595112103MUMICRON TECHNOLOGY INC$5.0M0.32%73,353CommonNONE
92189F106GDXVANECK ETF TRUST$5.0M0.32%184,368CommonNONE
69374H683PTINPACER FDS TR$4.9M0.31%187,142CommonNONE
580135101MCDMCDONALDS CORP$4.8M0.31%18,408CommonNONE
464287507IJHISHARES TR$4.7M0.31%19,023CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$4.7M0.31%81,042CommonNONE
78464A508SPYVSPDR SER TR$4.7M0.30%114,635CommonNONE
G5960L103MDTMEDTRONIC PLC$4.7M0.30%59,590CommonNONE
670100205NVONOVO-NORDISK A S$4.7M0.30%51,328CommonNONE
464287887IJTISHARES TR$4.6M0.30%41,962CommonNONE
172967424CCITIGROUP INC$4.6M0.30%111,750CommonNONE
464287440IEFISHARES TR$4.5M0.29%49,617CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$4.5M0.29%7,965CommonNONE
674599105OXYOCCIDENTAL PETE CORP$4.5M0.29%68,636CommonNONE
46436E866ISHARES TR$4.5M0.29%192,844CommonNONE
539830109LMTLOCKHEED MARTIN CORP$4.4M0.29%10,860CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$4.4M0.28%54,578CommonNONE
038222105AMATAPPLIED MATLS INC$4.4M0.28%31,683CommonNONE
14149Y108CAHCARDINAL HEALTH INC$4.3M0.28%49,742CommonNONE
464287119ILCGISHARES TR$4.3M0.28%72,395CommonNONE
717081103PFEPFIZER INC$4.3M0.28%129,955CommonNONE
64110L106NFLXNETFLIX INC$4.3M0.27%11,290CommonNONE
464287499IWRISHARES TR$4.2M0.27%60,997CommonNONE
23908L207DUSADAVIS FUNDAMENTAL ETF TR$4.2M0.27%133,712CommonNONE
26210C104DBXDROPBOX INC$4.2M0.27%154,860CommonNONE
842587107SOSOUTHERN CO$4.2M0.27%64,553CommonNONE
278642103EBAYEBAY INC.$4.2M0.27%94,551CommonNONE
922908736VUGVANGUARD INDEX FDS$4.1M0.26%14,908CommonNONE
90138F102TWLOTWILIO INC$4.0M0.26%69,074CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$4.0M0.26%87,691CommonNONE
464287879IJSISHARES TR$4.0M0.26%44,824CommonNONE
46434V621DGROISHARES TR$3.9M0.25%79,363CommonNONE
256163106DOCUDOCUSIGN INC$3.9M0.25%92,323CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.9M0.25%35,121CommonNONE
69374H881COWZPACER FDS TR$3.8M0.25%77,422CommonNONE
617446448MSMORGAN STANLEY$3.8M0.24%46,443CommonNONE
060505104BACBANK AMERICA CORP$3.8M0.24%137,690CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$3.7M0.24%8,076CommonNONE
191216100KOCOCA COLA CO$3.7M0.24%66,631CommonNONE
532457108LLYELI LILLY & CO$3.7M0.24%6,803CommonNONE
56585A102MPCMARATHON PETE CORP$3.7M0.24%24,128CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$3.6M0.24%46,819CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$3.6M0.23%39,658CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$3.6M0.23%34,494CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.6M0.23%25,075CommonNONE
247361702DALDELTA AIR LINES INC DEL$3.5M0.23%95,077CommonNONE
91913Y100VLOVALERO ENERGY CORP$3.5M0.23%24,688CommonNONE
872540109TJXTJX COS INC NEW$3.5M0.22%39,054CommonNONE
464287465EFAISHARES TR$3.5M0.22%50,209CommonNONE
02072L607FRDMEA SERIES TRUST$3.4M0.22%121,650CommonNONE
55354G100MSCIMSCI INC$3.4M0.22%6,696CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3.4M0.22%102,726CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$3.4M0.22%196,024CommonNONE
922908744VTVVANGUARD INDEX FDS$3.4M0.22%24,360CommonNONE
464287408IVEISHARES TR$3.3M0.21%21,613CommonNONE
949746101WMT2WELLS FARGO CO NEW$3.3M0.21%81,105CommonNONE
713448108PEPPEPSICO INC$3.3M0.21%19,393CommonNONE
58155Q103MCKMCKESSON CORP$3.2M0.21%7,433CommonNONE
254687106DISDISNEY WALT CO$3.2M0.21%39,831CommonNONE
92189F676SMHVANECK ETF TRUST$3.2M0.21%22,207CommonNONE
46429B697USMVISHARES TR$3.2M0.21%44,196CommonNONE
011659109ALKALASKA AIR GROUP INC$3.2M0.21%86,140CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3.2M0.20%35,881CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3.1M0.20%30,610CommonNONE
958102105WDCWESTERN DIGITAL CORP.$3.1M0.20%67,857CommonNONE
745867101PHMPULTE GROUP INC$2.9M0.19%39,298CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$2.9M0.19%52,827CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.8M0.18%11,985CommonNONE
21036P108STZCONSTELLATION BRANDS INC$2.8M0.18%11,087CommonNONE
37954Y384BUGGLOBAL X FDS$2.8M0.18%113,720CommonNONE
194162103CLCOLGATE PALMOLIVE CO$2.8M0.18%38,835CommonNONE
922908751VBVANGUARD INDEX FDS$2.8M0.18%14,577CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2.7M0.18%22,298CommonNONE
74967X103RHRH$2.7M0.17%10,166CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$2.7M0.17%25,419CommonNONE
89832Q109TFCTRUIST FINL CORP$2.6M0.17%92,253CommonNONE
907818108UNPUNION PAC CORP$2.6M0.17%12,937CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.6M0.17%7,566CommonNONE
02209S103MOALTRIA GROUP INC$2.6M0.17%62,467CommonNONE
H1467J104CBCHUBB LIMITED$2.6M0.17%12,596CommonNONE
776696106ROPROPER TECHNOLOGIES INC$2.6M0.17%5,363CommonNONE
00206R102TAT&T INC$2.6M0.17%172,087CommonNONE
81762P102NOWSERVICENOW INC$2.6M0.17%4,617CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2.5M0.16%25,090CommonNONE
97717W844DNLWISDOMTREE TR$2.5M0.16%75,082CommonNONE
G29183103ETNEATON CORP PLC$2.5M0.16%11,673CommonNONE
911363109URIUNITED RENTALS INC$2.5M0.16%5,513CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.4M0.16%18,903CommonNONE
744320102PRUPRUDENTIAL FINL INC$2.4M0.16%25,615CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.4M0.16%7,450CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$2.4M0.15%63,531CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$2.4M0.15%218,545CommonNONE
969904101WSMWILLIAMS SONOMA INC$2.3M0.15%15,022CommonNONE
036752103ELVELEVANCE HEALTH INC$2.3M0.15%5,233CommonNONE
521865204LEALEAR CORP$2.3M0.15%16,966CommonNONE
92204A405VFHVANGUARD WORLD FDS$2.2M0.14%27,876CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$2.2M0.14%24,536CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$2.2M0.14%28,240CommonNONE
20030N101CMCSACOMCAST CORP NEW$2.2M0.14%49,622CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.2M0.14%23,627CommonNONE
149123101CATCATERPILLAR INC$2.2M0.14%7,961CommonNONE
92647N766CFAVICTORY PORTFOLIOS II$2.1M0.14%31,530CommonNONE
46429B689EFAVISHARES TR$2.1M0.14%32,913CommonNONE
49456B101KMIKINDER MORGAN INC DEL$2.1M0.14%129,436CommonNONE
893641100TDGTRANSDIGM GROUP INC$2.1M0.14%2,506CommonNONE
464288414MUBISHARES TR$2.1M0.14%20,597CommonNONE
032108409DIVOAMPLIFY ETF TR$2.1M0.14%60,515CommonNONE
46432F842IEFAISHARES TR$2.1M0.14%32,550CommonNONE
88023U101SGITEMPUR SEALY INTL INC$2.1M0.13%48,075CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$2.1M0.13%38,485CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$2.0M0.13%7,483CommonNONE
548661107LOWLOWES COS INC$2.0M0.13%9,733CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$2.0M0.13%76,947CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$2.0M0.13%100,143CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$2.0M0.13%42,044CommonNONE
78468R556XOPSPDR SER TR$2.0M0.13%13,556CommonNONE
754730109RJFRAYMOND JAMES FINL INC$2.0M0.13%19,650CommonNONE
05156V102AUPHAURINIA PHARMACEUTICALS INC$2.0M0.13%252,100CommonNONE
370334104GISGENERAL MLS INC$1.9M0.12%30,226CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$1.9M0.12%34,868CommonNONE
09062X103BIIBBIOGEN INC$1.9M0.12%7,357CommonNONE
92189F486FLTRVANECK ETF TRUST$1.9M0.12%74,708CommonNONE
464287804IJRISHARES TR$1.9M0.12%19,965CommonNONE
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464288604ISCGISHARES TR$1.8M0.12%47,416CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.8M0.12%17,174CommonNONE
518439104ELLAUDER ESTEE COS INC$1.8M0.12%12,647CommonNONE
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808524862SCHOSCHWAB STRATEGIC TR$1.8M0.11%37,141CommonNONE
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G54950103LINLINDE PLC$1.8M0.11%4,706CommonNONE
291011104EMREMERSON ELEC CO$1.7M0.11%18,071CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.7M0.11%29,919CommonNONE
464287705IJJISHARES TR$1.7M0.11%17,178CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$1.7M0.11%20,644CommonNONE
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464288687PFFISHARES TR$1.7M0.11%55,037CommonNONE
34959J108FTVFORTIVE CORP$1.6M0.10%21,914CommonNONE
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81369Y407XLYSELECT SECTOR SPDR TR$1.6M0.10%10,053CommonNONE
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231021106CMICUMMINS INC$1.6M0.10%7,036CommonNONE
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921910873MGCVANGUARD WORLD FD$1.6M0.10%10,232CommonNONE
12572Q105CMECME GROUP INC$1.6M0.10%7,759CommonNONE
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46138J866INVESCO EXCH TRD SLF IDX FD$1.5M0.10%71,353CommonNONE
98954M200ZZILLOW GROUP INC$1.5M0.10%32,776CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$1.5M0.10%22,923CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$1.5M0.10%33,738CommonNONE
78464A599XSWSPDR SER TR$1.5M0.10%11,702CommonNONE
780259305SHELSHELL PLC$1.5M0.09%22,758CommonNONE
78464A763SDYSPDR SER TR$1.5M0.09%12,667CommonNONE
46435U853USHYISHARES TR$1.4M0.09%41,678CommonNONE
20854L108CEIXEURCONSOL ENERGY INC NEW$1.4M0.09%13,650CommonNONE
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29786A106ETSYETSY INC$1.4M0.09%21,952CommonNONE
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336917109FDLFIRST TR MORNINGSTAR DIVID L$983,3720.06%29,407CommonNONE
78463X202FEZSPDR INDEX SHS FDS$971,9720.06%23,137CommonNONE
020002101ALLALLSTATE CORP$965,5130.06%8,666CommonNONE
922908629VOVANGUARD INDEX FDS$961,4680.06%4,617CommonNONE
882508104TXNTEXAS INSTRS INC$961,0970.06%6,044CommonNONE
97717X669DGRWWISDOMTREE TR$960,7890.06%15,133CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$953,4110.06%11,279CommonNONE
G48833118WFRDWEATHERFORD INTL PLC$952,4400.06%10,544CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$943,9950.06%2,879CommonNONE
92204A702VGTVANGUARD WORLD FDS$940,1630.06%2,266CommonNONE
654106103NKENIKE INC$935,8990.06%9,788CommonNONE
37954Y483QYLDGLOBAL X FDS$932,4940.06%55,605CommonNONE
60741F104MBLYMOBILEYE GLOBAL INC$931,6340.06%22,422CommonNONE
237194105DRIDARDEN RESTAURANTS INC$927,0630.06%6,473CommonNONE
46432F859ISTBISHARES TR$919,1040.06%19,817CommonNONE
92204A504VHTVANGUARD WORLD FDS$916,4490.06%3,898CommonNONE
45782C680PAUGINNOVATOR ETFS TR$905,5730.06%29,165CommonNONE
039653100ACAARCOSA INC$899,5730.06%12,511CommonNONE
438516106HONHONEYWELL INTL INC$898,6070.06%4,864CommonNONE
87918A105TDOCTELADOC HEALTH INC$896,9490.06%48,249CommonNONE
231561101CWCURTISS WRIGHT CORP$893,5450.06%4,568CommonNONE
16115Q308GTLSCHART INDS INC$890,0790.06%5,263CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES INC$885,8510.06%5,433CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$882,5060.06%13,131CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$878,2780.06%9,532CommonNONE
67092P607NUSCNUSHARES ETF TR$875,0270.06%25,130CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$873,7800.06%18,268CommonNONE
37954Y830COPXGLOBAL X FDS$872,5150.06%23,964CommonNONE
29084Q100EMEEMCOR GROUP INC$867,8660.06%4,125CommonNONE
922908512VOEVANGUARD INDEX FDS$867,5910.06%6,625CommonNONE
47103U845JAAAJANUS DETROIT STR TR$865,7770.06%17,202CommonNONE
G87110105FTITECHNIPFMC PLC$861,1840.06%42,339CommonNONE
358054104FRSHFRESHWORKS INC$851,2610.05%42,734CommonNONE
110448107BTIBRITISH AMERN TOB PLC$844,2550.05%26,879CommonNONE
46432F339QUALISHARES TR$843,8530.05%6,403CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$841,5600.05%3,498CommonNONE
68404L201OPCHOPTION CARE HEALTH INC$837,8970.05%25,901CommonNONE
46428Q109SLVISHARES SILVER TR$835,6280.05%41,083CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$835,0480.05%2,016CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$834,1470.05%11,089CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$824,2490.05%452CommonNONE
74340W103PLDPROLOGIS INC.$823,3120.05%7,337CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$821,9020.05%8,459CommonNONE
404280406HSBCHSBC HLDGS PLC$816,5800.05%20,694CommonNONE
69351T106PPLPPL CORP$814,0480.05%34,552CommonNONE
G3421J106FERG1GBXFERGUSON PLC NEW$811,7420.05%4,936CommonNONE
29273V100ETENERGY TRANSFER L P$810,9800.05%57,803CommonNONE
855244109SBUXSTARBUCKS CORP$801,4800.05%8,781CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$798,8700.05%5,166CommonNONE
78464A656SPIPSPDR SER TR$794,5070.05%31,985CommonNONE
46284V101IRMIRON MTN INC DEL$794,3110.05%13,361CommonNONE
25243Q205DEODIAGEO PLC$791,7170.05%5,307CommonNONE
15118V207CELHCELSIUS HLDGS INC$786,9580.05%4,586CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$782,5870.05%20,248CommonNONE
00162Q395OUSMALPS ETF TR$781,9350.05%22,271CommonNONE
29250N105ENBENBRIDGE INC$780,2850.05%23,510CommonNONE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$775,2860.05%33,811CommonNONE
565849106MRO*MARATHON OIL CORP$772,9970.05%28,897CommonNONE
79589L106IOTSAMSARA INC$771,0480.05%30,585CommonNONE
89531P105TREXTREX CO INC$769,4510.05%12,485CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$768,9530.05%10,232CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$767,5840.05%14,183CommonNONE
26856L103ELFE L F BEAUTY INC$764,8560.05%6,964CommonNONE
464288406IMCVISHARES TR$762,3430.05%12,582CommonNONE
922020805VTIPVANGUARD MALVERN FDS$758,6040.05%16,045CommonNONE
358039105FRPTFRESHPET INC$757,0270.05%11,491CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$744,1610.05%9,794CommonNONE
302492103FLYWFLYWIRE CORPORATION$729,5480.05%22,877CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$726,8890.05%10,740CommonNONE
74348A467NOBLPROSHARES TR$724,9590.05%8,187CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$722,1100.05%6,497CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$717,4160.05%1,417CommonNONE
87612G101TRGPTARGA RES CORP$716,3620.05%8,357CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$715,4840.05%4,628CommonNONE
00162Q452AMLPALPS ETF TR$714,6330.05%16,934CommonNONE
706327103PBAPEMBINA PIPELINE CORP$714,5730.05%23,772CommonNONE
983793100XPOXPO INC$709,4940.05%9,503CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$701,5040.05%12,685CommonNONE
67077M108NTRNUTRIEN LTD$699,6330.05%11,328CommonNONE
37954Y848SILGLOBAL X FDS$695,0840.04%29,083CommonNONE
G5784H106MANUMANCHESTER UTD PLC NEW$692,6500.04%35,000CommonNONE
00724F101ADBEADOBE INC$688,3650.04%1,350CommonNONE
674215207CHRDCHORD ENERGY CORPORATION$684,5840.04%4,224CommonNONE
889478103TOLTOLL BROTHERS INC$683,0900.04%9,236CommonNONE
461202103INTUINTUIT$682,5210.04%1,336CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$677,3270.04%14,338CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$673,0870.04%8,721CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$670,8870.04%17,991CommonNONE
670346105NUENUCOR CORP$670,8090.04%4,290CommonNONE
88025T102TENBTENABLE HLDGS INC$665,6380.04%14,858CommonNONE
78463M107SPSCSPS COMM INC$664,1850.04%3,893CommonNONE
78468R721TFISPDR SER TR$662,3370.04%15,156CommonNONE
26884L109EQTEQT CORP$660,2800.04%16,271CommonNONE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$644,4700.04%578CommonNONE
01741R102ATIATI INC$643,7510.04%15,644CommonNONE
12514G108CDWCDW CORP$642,7500.04%3,186CommonNONE
655844108NSCNORFOLK SOUTHN CORP$641,3230.04%3,257CommonNONE
88339J105TTDTHE TRADE DESK INC$634,6560.04%8,121CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$633,5320.04%10,776CommonNONE
075887109BDXBECTON DICKINSON & CO$633,1920.04%2,449CommonNONE
46434G103IEMGISHARES INC$629,4030.04%13,226CommonNONE
95040Q104WELLWELLTOWER INC$626,1870.04%7,644CommonNONE
501044101KRKROGER CO$621,4640.04%13,887CommonNONE
609207105MDLZMONDELEZ INTL INC$621,2250.04%8,951CommonNONE
78464A870XBISPDR SER TR$617,4740.04%8,456CommonNONE
464288810IHIISHARES TR$617,1140.04%12,724CommonNONE
35953D104FUBOGBPFUBOTV INC$615,2910.04%230,446CommonNONE
464288513HYGISHARES TR$609,7070.04%8,271CommonNONE
88579Y101MMM3M CO$609,6500.04%6,512CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$609,1670.04%14,485CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$608,8430.04%15,528CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$605,4130.04%3,681CommonNONE
199908104FIXCOMFORT SYS USA INC$603,8810.04%3,544CommonNONE
369604301GEGENERAL ELECTRIC CO$602,7530.04%5,452CommonNONE
464287606IJKISHARES TR$598,1920.04%8,281CommonNONE
78709Y105SAIASAIA INC$595,5830.04%1,494CommonNONE
316092204FDISFIDELITY COVINGTON TRUST$592,2030.04%8,477CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$591,5370.04%3,612CommonNONE
872590104TMUST-MOBILE US INC$588,3500.04%4,201CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$586,3940.04%30,305CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$585,0660.04%3,074CommonNONE
26614N102DDDUPONT DE NEMOURS INC$583,9490.04%7,829CommonNONE
42226A107HQYHEALTHEQUITY INC$583,3040.04%7,985CommonNONE
494368103KMBKIMBERLY-CLARK CORP$581,8290.04%4,814CommonNONE
256677105DGDOLLAR GEN CORP NEW$579,9390.04%5,481CommonNONE
63900P608NRPNATURAL RESOURCE PARTNERS L$575,7510.04%7,300CommonNONE
37733W204GSKGSK PLC$575,0130.04%15,862CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$573,4440.04%3,426CommonNONE
260557103DOWDOW INC$567,9680.04%11,016CommonNONE
46434V407SHYGISHARES TR$565,4410.04%13,781CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$564,8310.04%11,288CommonNONE
922908553VNQVANGUARD INDEX FDS$558,9710.04%7,388CommonNONE
067901108ABXBARRICK GOLD CORP$556,3220.04%38,235CommonNONE
337738108FISVFISERV INC$554,8600.04%4,912CommonNONE
464288885EFGISHARES TR$554,4530.04%6,425CommonNONE
125523100CITHE CIGNA GROUP$552,2430.04%1,930CommonNONE
464287234EEMISHARES TR$551,9450.04%14,544CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$550,9010.04%2,715CommonNONE
316500107FDUSFIDUS INVT CORP$545,7220.04%28,423CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$544,6600.04%52,371CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$543,7300.04%10,219CommonNONE
40412C101HCAHCA HEALTHCARE INC$543,6160.04%2,210CommonNONE
92204A306VDEVANGUARD WORLD FDS$542,8180.03%4,283CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$540,8940.03%4,368CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$536,9470.03%6,179CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED ETF$534,4000.03%11,974CommonNONE
427866108HSYHERSHEY CO$527,8310.03%2,638CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$527,6270.03%1,718CommonNONE
060505682BAC 7.25 PERP LBANK AMERICA CORP$524,9630.03%472CommonNONE
209115104EDCONSOLIDATED EDISON INC$517,9230.03%6,055CommonNONE
464287721IYWISHARES TR$515,3920.03%4,912CommonNONE
98585X104YETIYETI HLDGS INC$514,5070.03%10,670CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$511,2460.03%34,567CommonNONE
25746U109DDOMINION ENERGY INC$508,9500.03%11,394CommonNONE
880779103TEXTEREX CORP NEW$506,9170.03%8,798CommonNONE
09258G104BSTBLACKROCK SCIENCE & TECHNOLO$506,7150.03%16,132CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$506,4780.03%7,090CommonNONE
05478C105AZEKAZEK CO INC$506,0260.03%17,015CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$504,9720.03%33,687CommonNONE
552690109MDUMDU RES GROUP INC$497,1440.03%25,390CommonNONE
70975L107PENPENUMBRA INC$496,8830.03%2,054CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$488,0230.03%2,469CommonNONE
464288646IGSBISHARES TR$484,8460.03%9,730CommonNONE
58733R102MELIMERCADOLIBRE INC$484,3300.03%382CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$481,8960.03%10,607CommonNONE
808524607SCHASCHWAB STRATEGIC TR$479,6410.03%11,580CommonNONE
922908611VBRVANGUARD INDEX FDS$477,6570.03%2,995CommonNONE
316092881FMATFIDELITY COVINGTON TRUST$476,5450.03%10,784CommonNONE
127190304CACICACI INTL INC$475,2900.03%1,514CommonNONE
G8473T100STESTERIS PLC$474,8250.03%2,164CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$474,0250.03%576CommonNONE
464288877EFVISHARES TR$473,9750.03%9,687CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$473,8490.03%8,448CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$468,0020.03%339CommonNONE
518415104LSCCLATTICE SEMICONDUCTOR CORP$467,6310.03%5,442CommonNONE
22052L104CTVACORTEVA INC$466,2670.03%9,114CommonNONE
921910840MGVVANGUARD WORLD FD$466,0340.03%4,596CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$464,1900.03%5,690CommonNONE
680223104ORIOLD REP INTL CORP$464,0680.03%17,226CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$463,8190.03%15,128CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$461,5910.03%6,873CommonNONE
464287101OEFISHARES TR$461,0570.03%2,298CommonNONE
65473P105NINISOURCE INC$460,6030.03%18,663CommonNONE
30063P105EXKEXACT SCIENCES CORP$460,2800.03%6,747CommonNONE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$460,1120.03%2,815CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$458,8250.03%1,859CommonNONE
94419L101WWAYFAIR INC$458,4540.03%7,569CommonNONE
405024100HAEHAEMONETICS CORP MASS$455,3350.03%5,083CommonNONE
92537N108VRTVERTIV HOLDINGS CO$453,8030.03%12,199CommonNONE
767204100RIORIO TINTO PLC$451,8250.03%7,100CommonNONE
904767704UNILEVER PLC$451,5600.03%9,141CommonNONE
969457100WMBWILLIAMS COS INC$448,8000.03%13,321CommonNONE
74736L109QTWOQ2 HLDGS INC$447,4240.03%13,865CommonNONE
89055F103BLDTOPBUILD CORP$442,0610.03%1,757CommonNONE
704326107PAYXPAYCHEX INC$441,0810.03%3,825CommonNONE
126408103CSXCSX CORP$440,7160.03%14,332CommonNONE
37954Y855LITGLOBAL X FDS$435,5210.03%7,894CommonNONE
67059N108NTNXNUTANIX INC$435,0930.03%12,474CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$435,0280.03%12,810CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$433,0240.03%8,489CommonNONE
83175M205SNNSMITH & NEPHEW PLC$432,7020.03%17,469CommonNONE
78409V104SPGIS&P GLOBAL INC$431,5520.03%1,181CommonNONE
526057104LENLENNAR CORP$430,6910.03%3,838CommonNONE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$429,1310.03%11,009CommonNONE
576485205MTDRMATADOR RES CO$428,4460.03%7,203CommonNONE
78464A128VLUSPDR SER TR$423,0200.03%2,926CommonNONE
00760J108AEHRAEHR TEST SYS$422,8620.03%9,253CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$422,2220.03%9,644CommonNONE
871607107SNPSSYNOPSYS INC$419,9580.03%915CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$419,2780.03%44,228CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$419,1580.03%3,367CommonNONE
68621T102OBKORIGIN BANCORP INC$418,6730.03%14,502CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$417,3580.03%6,261CommonNONE
46138G474PSCEINVESCO EXCH TRADED FD TR II$416,9210.03%7,308CommonNONE
099406100BOOTBOOT BARN HLDGS INC$416,0990.03%5,125CommonNONE
74275K108PCORPROCORE TECHNOLOGIES INC$413,7370.03%6,334CommonNONE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$412,8570.03%6,301CommonNONE
988498101YUMYUM BRANDS INC$412,4810.03%3,301CommonNONE
N3167Y103RACEFERRARI N V$412,4660.03%1,396CommonNONE

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.