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LEVEL FOUR ADVISORY SERVICES, LLC

Q4 2023 · 13F-HR

LEVEL FOUR ADVISORY SERVICES, LLCholdings as filed

Filed 2024-02-08 · accession 0001085146-24-000861

$1.78B
Reported value
776
Positions
2023-12-31
Period end
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Holdings as filed

First 500 of 776

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$107.8M6.05%559,839CommonNONE
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00287Y109ABBVABBVIE INC$20.5M1.15%132,117CommonNONE
02079K305GOOGLALPHABET INC$19.2M1.08%137,271CommonNONE
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437076102HDHOME DEPOT INC$11.5M0.65%33,211CommonNONE
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371901109GNTXGENTEX CORP$10.4M0.59%319,302CommonNONE
92826C839VVISA INC$9.9M0.56%38,059CommonNONE
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30231G102XOMEXXON MOBIL CORP$9.3M0.52%92,586CommonNONE
11135F101AVGOBROADCOM INC$9.2M0.51%8,201CommonNONE
79466L302CRMSALESFORCE INC$8.9M0.50%33,635CommonNONE
464287309IVWISHARES TR$8.7M0.49%115,473CommonNONE
478160104JNJJOHNSON & JOHNSON$8.6M0.48%54,630CommonNONE
58933Y105MRKMERCK & CO INC$8.5M0.48%78,396CommonNONE
464287200IVVISHARES TR$8.5M0.48%17,890CommonNONE
931142103WMTWALMART INC$8.3M0.46%52,552CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$8.2M0.46%50,389CommonNONE
002824100ABTABBOTT LABS$8.2M0.46%74,501CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$8.2M0.46%47,877CommonNONE
458140100INTCINTEL CORP$8.0M0.45%159,771CommonNONE
512807108LRCXEURLAM RESEARCH CORP$8.0M0.45%10,188CommonNONE
30303M102METAMETA PLATFORMS INC$7.8M0.44%22,049CommonNONE
922908769VTIVANGUARD INDEX FDS$7.5M0.42%31,634CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$7.5M0.42%2,104CommonNONE
02079K107GOOGALPHABET INC$7.4M0.42%52,721CommonNONE
747525103QCOMQUALCOMM INC$7.2M0.40%49,477CommonNONE
126650100CVSCVS HEALTH CORP$7.0M0.39%88,058CommonNONE
580135101MCDMCDONALDS CORP$6.8M0.38%23,086CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$6.7M0.38%178,867CommonNONE
69374H303PTNQPACER FDS TR$6.7M0.37%102,211CommonNONE
20825C104COPCONOCOPHILLIPS$6.6M0.37%57,217CommonNONE
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464287226AGGISHARES TR$6.5M0.37%65,949CommonNONE
742718109PGPROCTER AND GAMBLE CO$6.4M0.36%43,771CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$6.4M0.36%88,890CommonNONE
78464A201SLYGSPDR SER TR$6.4M0.36%76,050CommonNONE
88160R101TSLATESLA INC$6.2M0.35%24,914CommonNONE
595112103MUMICRON TECHNOLOGY INC$6.1M0.34%72,013CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$6.1M0.34%31,909CommonNONE
166764100CVXCHEVRON CORP NEW$6.0M0.34%40,227CommonNONE
02072L607FRDMEA SERIES TRUST$5.8M0.32%175,475CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.8M0.32%8,732CommonNONE
26922A222ACIOETF SER SOLUTIONS$5.8M0.32%173,584CommonNONE
46429B663HDVISHARES TR$5.7M0.32%56,366CommonNONE
17275R102CSCOCISCO SYS INC$5.7M0.32%113,359CommonNONE
92189F429PFXFVANECK ETF TRUST$5.7M0.32%333,168CommonNONE
57636Q104MAMASTERCARD INCORPORATED$5.6M0.32%13,196CommonNONE
670100205NVONOVO-NORDISK A S$5.6M0.31%54,118CommonNONE
718546104PSXPHILLIPS 66$5.6M0.31%41,943CommonNONE
78464A508SPYVSPDR SER TR$5.6M0.31%119,601CommonNONE
92189F106GDXVANECK ETF TRUST$5.5M0.31%177,617CommonNONE
464287887IJTISHARES TR$5.2M0.29%41,782CommonNONE
69374H204PTMCPACER FDS TR$5.1M0.29%156,518CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$5.1M0.29%51,919CommonNONE
038222105AMATAPPLIED MATLS INC$5.0M0.28%31,117CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$5.0M0.28%7,965CommonNONE
64110L106NFLXNETFLIX INC$5.0M0.28%10,296CommonNONE
69374H683PTINPACER FDS TR$5.0M0.28%181,483CommonNONE
345370860FFORD MTR CO DEL$5.0M0.28%406,986CommonNONE
464287507IJHISHARES TR$4.9M0.28%17,822CommonNONE
14149Y108CAHCARDINAL HEALTH INC$4.9M0.28%48,949CommonNONE
191216100KOCOCA COLA CO$4.9M0.28%83,699CommonNONE
539830109LMTLOCKHEED MARTIN CORP$4.9M0.28%10,841CommonNONE
464287119ILCGISHARES TR$4.9M0.28%72,395CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$4.9M0.27%33,070CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$4.9M0.27%54,226CommonNONE
172967424CCITIGROUP INC$4.9M0.27%94,467CommonNONE
464287440IEFISHARES TR$4.8M0.27%50,161CommonNONE
23908L207DUSADAVIS FUNDAMENTAL ETF TR$4.8M0.27%137,124CommonNONE
46436E866ISHARES TR$4.8M0.27%206,732CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.8M0.27%30,115CommonNONE
464287465EFAISHARES TR$4.8M0.27%63,056CommonNONE
90138F102TWLOTWILIO INC$4.7M0.27%62,548CommonNONE
G5960L103MDTMEDTRONIC PLC$4.7M0.26%57,112CommonNONE
256163106DOCUDOCUSIGN INC$4.7M0.26%78,380CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$4.7M0.26%51,866CommonNONE
842587107SOSOUTHERN CO$4.6M0.26%66,229CommonNONE
806857108SLBSCHLUMBERGER LTD$4.6M0.26%89,027CommonNONE
464287879IJSISHARES TR$4.6M0.26%44,824CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$4.6M0.26%35,703CommonNONE
922908736VUGVANGUARD INDEX FDS$4.6M0.26%14,662CommonNONE
060505104BACBANK AMERICA CORP$4.5M0.25%133,135CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$4.5M0.25%76,731CommonNONE
26210C104DBXDROPBOX INC$4.5M0.25%151,011CommonNONE
617446448MSMORGAN STANLEY$4.4M0.25%47,666CommonNONE
26875P101EOGEOG RES INC$4.4M0.25%36,533CommonNONE
464287499IWRISHARES TR$4.4M0.25%56,402CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$4.4M0.24%227,554CommonNONE
46434V621DGROISHARES TR$4.1M0.23%76,671CommonNONE
69374H881COWZPACER FDS TR$4.1M0.23%78,885CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$4.1M0.23%36,635CommonNONE
713448108PEPPEPSICO INC$4.1M0.23%23,963CommonNONE
674599105OXYOCCIDENTAL PETE CORP$4.1M0.23%67,899CommonNONE
92189F676SMHVANECK ETF TRUST$4.0M0.23%23,106CommonNONE
532457108LLYELI LILLY & CO$3.9M0.22%6,742CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3.8M0.22%39,641CommonNONE
55354G100MSCIMSCI INC$3.8M0.22%6,789CommonNONE
872540109TJXTJX COS INC NEW$3.8M0.21%40,623CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$3.8M0.21%73,614CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$3.8M0.21%40,173CommonNONE
949746101WMT2WELLS FARGO CO NEW$3.8M0.21%76,684CommonNONE
464287408IVEISHARES TR$3.7M0.21%21,293CommonNONE
745867101PHMPULTE GROUP INC$3.7M0.21%35,863CommonNONE
247361702DALDELTA AIR LINES INC DEL$3.7M0.21%91,625CommonNONE
58155Q103MCKMCKESSON CORP$3.6M0.20%7,709CommonNONE
958102105WDCWESTERN DIGITAL CORP.$3.6M0.20%68,027CommonNONE
922908744VTVVANGUARD INDEX FDS$3.5M0.20%23,537CommonNONE
37954Y384BUGGLOBAL X FDS$3.5M0.20%119,615CommonNONE
697435105PANWPALO ALTO NETWORKS INC$3.5M0.19%11,712CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$3.4M0.19%55,760CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3.4M0.19%91,031CommonNONE
254687106DISDISNEY WALT CO$3.4M0.19%37,690CommonNONE
278642103EBAYEBAY INC.$3.3M0.19%76,236CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$3.1M0.18%53,439CommonNONE
74967X103RHRH$3.1M0.17%10,658CommonNONE
194162103CLCOLGATE PALMOLIVE CO$3.1M0.17%38,853CommonNONE
911363109URIUNITED RENTALS INC$3.1M0.17%5,389CommonNONE
46429B697USMVISHARES TR$3.1M0.17%39,522CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$3.1M0.17%8,137CommonNONE
776696106ROPROPER TECHNOLOGIES INC$3.0M0.17%5,551CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$3.0M0.17%19,412CommonNONE
56585A102MPCMARATHON PETE CORP$3.0M0.17%20,250CommonNONE
907818108UNPUNION PAC CORP$3.0M0.17%12,193CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.0M0.17%7,276CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2.9M0.16%25,790CommonNONE
H1467J104CBCHUBB LIMITED$2.9M0.16%12,967CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$2.9M0.16%26,996CommonNONE
81762P102NOWSERVICENOW INC$2.9M0.16%4,103CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.9M0.16%7,469CommonNONE
922908751VBVANGUARD INDEX FDS$2.9M0.16%13,437CommonNONE
47804J859JHMDJOHN HANCOCK EXCHANGE TRADED$2.8M0.16%87,027CommonNONE
548661107LOWLOWES COS INC$2.8M0.16%12,639CommonNONE
G29183103ETNEATON CORP PLC$2.8M0.16%11,609CommonNONE
969904101WSMWILLIAMS SONOMA INC$2.8M0.16%13,833CommonNONE
011659109ALKALASKA AIR GROUP INC$2.8M0.16%71,347CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$2.7M0.15%94,060CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.7M0.15%19,798CommonNONE
717081103PFEPFIZER INC$2.7M0.15%93,758CommonNONE
21036P108STZCONSTELLATION BRANDS INC$2.6M0.15%10,932CommonNONE
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149123101CATCATERPILLAR INC$2.6M0.15%8,874CommonNONE
744320102PRUPRUDENTIAL FINL INC$2.6M0.15%25,052CommonNONE
893641100TDGTRANSDIGM GROUP INC$2.6M0.15%2,555CommonNONE
78468R556XOPSPDR SER TR$2.6M0.14%18,851CommonNONE
521865204LEALEAR CORP$2.5M0.14%17,708CommonNONE
02209S103MOALTRIA GROUP INC$2.5M0.14%61,765CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$2.4M0.13%43,613CommonNONE
92647N766CFAVICTORY PORTFOLIOS II$2.4M0.13%32,006CommonNONE
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92189F353HYEMVANECK ETF TRUST$2.4M0.13%128,154CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$2.3M0.13%7,451CommonNONE
464288414MUBISHARES TR$2.3M0.13%21,495CommonNONE
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032108409DIVOAMPLIFY ETF TR$2.3M0.13%62,462CommonNONE
036752103ELVELEVANCE HEALTH INC$2.3M0.13%4,834CommonNONE
91913Y100VLOVALERO ENERGY CORP$2.3M0.13%17,407CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.2M0.12%23,592CommonNONE
92204A405VFHVANGUARD WORLD FDS$2.2M0.12%23,987CommonNONE
75513E101RTXRTX CORPORATION$2.2M0.12%26,269CommonNONE
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46432F842IEFAISHARES TR$2.1M0.12%30,205CommonNONE
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464288604ISCGISHARES TR$2.1M0.12%47,416CommonNONE
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464287804IJRISHARES TR$2.1M0.12%18,951CommonNONE
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46434G764EMXCISHARES INC$2.0M0.11%35,358CommonNONE
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G54950103LINLINDE PLC$1.9M0.11%4,637CommonNONE
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001055102AFLAFLAC INC$1.7M0.09%20,238CommonNONE
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892331307TMTOYOTA MOTOR CORP$1.1M0.06%5,983CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$1.1M0.06%11,613CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.1M0.06%21,734CommonNONE
29250N105ENBENBRIDGE INC$1.1M0.06%29,670CommonNONE
654106103NKENIKE INC$1.1M0.06%9,819CommonNONE
237194105DRIDARDEN RESTAURANTS INC$1.1M0.06%6,473CommonNONE
244199105DEDEERE & CO$1.1M0.06%2,647CommonNONE
91680M107UPSTUPSTART HLDGS INC$1.1M0.06%25,763CommonNONE
922908629VOVANGUARD INDEX FDS$1.0M0.06%4,510CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.0M0.06%4,095CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$1.0M0.06%20,155CommonNONE
464289438IWYISHARES TR$1.0M0.06%5,884CommonNONE
74340W103PLDPROLOGIS INC.$1.0M0.06%7,643CommonNONE
922908512VOEVANGUARD INDEX FDS$1.0M0.06%6,998CommonNONE
46284V101IRMIRON MTN INC DEL$1.0M0.06%14,496CommonNONE
87918A105TDOCTELADOC HEALTH INC$1.0M0.06%47,032CommonNONE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$1.0M0.06%33,811CommonNONE
464287457SHYISHARES TR$998,3450.06%12,169CommonNONE
403949100DINOHF SINCLAIR CORP$982,6410.06%17,683CommonNONE
92204A504VHTVANGUARD WORLD FDS$979,1130.05%3,906CommonNONE
406216101HALHALLIBURTON CO$971,2600.05%26,867CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$969,5150.05%4,426CommonNONE
855244109SBUXSTARBUCKS CORP$967,8110.05%10,080CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$966,1430.05%2,674CommonNONE
682680103OKEONEOK INC NEW$953,0180.05%13,572CommonNONE
78468R663BILSPDR SER TR$950,0210.05%10,395CommonNONE
358054104FRSHFRESHWORKS INC$935,3250.05%39,818CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$929,9440.05%4,308CommonNONE
78464A656SPIPSPDR SER TR$926,3760.05%36,229CommonNONE
126638105CVRXCVRX INC$908,1440.05%28,885CommonNONE
69351T106PPLPPL CORP$902,4870.05%33,302CommonNONE
47103U845JAAAJANUS DETROIT STR TR$899,6160.05%17,885CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$898,7560.05%15,593CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$888,3240.05%18,545CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$876,5180.05%6,769CommonNONE
26856L103ELFE L F BEAUTY INC$871,9580.05%6,041CommonNONE
46432F859ISTBISHARES TR$870,6510.05%18,306CommonNONE
983793100XPOXPO INC$869,5060.05%9,927CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$867,2840.05%24,172CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$867,1300.05%3,722CommonNONE
37954Y830COPXGLOBAL X FDS$865,9040.05%23,091CommonNONE
00724F101ADBEADOBE INC$865,6670.05%1,451CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$865,3640.05%14,133CommonNONE
337738108FISVFISERV INC$864,6560.05%6,509CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$863,5440.05%13,363CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$856,1090.05%8,267CommonNONE
88579Y101MMM3M CO$853,8820.05%7,811CommonNONE
78468R721TFISPDR SER TR$852,9450.05%18,148CommonNONE
464288406IMCVISHARES TR$852,0530.05%12,582CommonNONE
29273V100ETENERGY TRANSFER L P$850,1750.05%61,607CommonNONE
46435G268SMMDISHARES TR$848,8040.05%13,786CommonNONE
46432F339QUALISHARES TR$848,6390.05%5,768CommonNONE
882508104TXNTEXAS INSTRS INC$848,3260.05%4,977CommonNONE
346375108FORMFORMFACTOR INC$848,1310.05%20,334CommonNONE
461202103INTUINTUIT$846,4290.05%1,354CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$843,7340.05%11,917CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$843,4320.05%20,955CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$841,3270.05%10,874CommonNONE
607828100MODMODINE MFG CO$836,5760.05%14,013CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$836,0120.05%4,449CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$832,0710.05%6,497CommonNONE
72346Q104PINNACLE FINL PARTNERS INC$824,4030.05%9,452CommonNONE
G3421J106FERG1GBXFERGUSON PLC NEW$823,7720.05%4,267CommonNONE
37954Y848SILGLOBAL X FDS$823,2120.05%29,017CommonNONE
29084Q100EMEEMCOR GROUP INC$822,9850.05%3,820CommonNONE
74736L109QTWOQ2 HLDGS INC$819,3200.05%18,874CommonNONE
706327103PBAPEMBINA PIPELINE CORP$818,3270.05%23,775CommonNONE
343412102FLRFLUOR CORP NEW$796,1300.04%20,325CommonNONE
60741F104MBLYMOBILEYE GLOBAL INC$796,0050.04%18,375CommonNONE
46434V613IUSBISHARES TR$784,0440.04%17,019CommonNONE
79589L106IOTSAMSARA INC$779,7570.04%23,360CommonNONE
922020805VTIPVANGUARD MALVERN FDS$776,8030.04%16,357CommonNONE
921910840MGVVANGUARD WORLD FD$774,3400.04%7,080CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$773,8850.04%18,179CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$770,6480.04%9,450CommonNONE
92942W107KLGWK KELLOGG CO$768,5790.04%58,492CommonNONE
922280102VRNSVARONIS SYS INC$756,3120.04%16,703CommonNONE
95040Q104WELLWELLTOWER INC$755,7490.04%8,381CommonNONE
45782C680PAUGINNOVATOR ETFS TR$754,3290.04%22,605CommonNONE
00162Q452AMLPALPS ETF TR$747,5250.04%17,581CommonNONE
447462102HURNHURON CONSULTING GROUP INC$741,9080.04%7,217CommonNONE
872590104TMUST-MOBILE US INC$730,3730.04%4,555CommonNONE
12514G108CDWCDW CORP$724,4450.04%3,187CommonNONE
670346105NUENUCOR CORP$722,0010.04%4,148CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$713,0510.04%9,467CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$710,7470.04%452CommonNONE
565849106MRO*MARATHON OIL CORP$709,9100.04%29,384CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$709,2190.04%1,336CommonNONE
209115104EDCONSOLIDATED EDISON INC$703,8070.04%7,737CommonNONE
05464C101AXONAXON ENTERPRISE INC$691,5490.04%2,677CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$691,3130.04%1,970CommonNONE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$691,0680.04%578CommonNONE
88339J105TTDTHE TRADE DESK INC$682,6130.04%9,486CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$677,8700.04%32,249CommonNONE
974155103WINGWINGSTOP INC$676,3770.04%2,636CommonNONE
63900P608NRPNATURAL RESOURCE PARTNERS L$675,6880.04%7,300CommonNONE
78464A870XBISPDR SER TR$674,1680.04%7,550CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$672,4340.04%2,757CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$666,8820.04%23,285CommonNONE
40412C101HCAHCA HEALTHCARE INC$665,3310.04%2,458CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$665,0410.04%3,851CommonNONE
316092204FDISFIDELITY COVINGTON TRUST$661,2800.04%8,377CommonNONE
67092P607NUSCNUSHARES ETF TR$656,1850.04%16,782CommonNONE
889478103TOLTOLL BROTHERS INC$655,7590.04%6,380CommonNONE
369604301GEGENERAL ELECTRIC CO$654,2060.04%5,126CommonNONE
199908104FIXCOMFORT SYS USA INC$651,5370.04%3,168CommonNONE
46428Q109SLVISHARES SILVER TR$651,3090.04%29,904CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$651,1580.04%4,942CommonNONE
404280406HSBCHSBC HLDGS PLC$651,0740.04%16,060CommonNONE
256677105DGDOLLAR GEN CORP NEW$648,7690.04%4,772CommonNONE
075887109BDXBECTON DICKINSON & CO$646,4420.04%2,651CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$646,3960.04%3,465CommonNONE
501044101KRKROGER CO$646,0650.04%14,134CommonNONE
72703H101PLNTPLANET FITNESS INC$645,4660.04%8,842CommonNONE
243537107DECKDECKERS OUTDOOR CORP$642,3610.04%961CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$640,3370.04%50,341CommonNONE
78463M107SPSCSPS COMM INC$640,2540.04%3,303CommonNONE
922908553VNQVANGUARD INDEX FDS$639,9110.04%7,242CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$635,4120.04%7,835CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$634,2480.04%8,318CommonNONE
74348A467NOBLPROSHARES TR$633,1750.04%6,651CommonNONE
89055F103BLDTOPBUILD CORP$630,6280.04%1,685CommonNONE
464287606IJKISHARES TR$630,1470.04%7,954CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$630,1370.04%15,332CommonNONE
46434G103IEMGISHARES INC$629,7420.04%12,450CommonNONE
609207105MDLZMONDELEZ INTL INC$626,9770.04%8,656CommonNONE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$626,4950.04%10,466CommonNONE
85209W109SPTSPROUT SOCIAL INC$625,8890.04%10,187CommonNONE
260557103DOWDOW INC$625,6660.04%11,409CommonNONE
92537N108VRTVERTIV HOLDINGS CO$624,9750.04%13,012CommonNONE
808524607SCHASCHWAB STRATEGIC TR$624,2720.04%13,215CommonNONE
655844108NSCNORFOLK SOUTHN CORP$620,8350.03%2,626CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$617,2880.03%13,315CommonNONE
46434V407SHYGISHARES TR$613,7100.03%14,536CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$609,7970.03%6,037CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$607,8660.03%12,580CommonNONE
002896207ANFABERCROMBIE & FITCH CO$597,5140.03%6,773CommonNONE
723787107PXDEURPIONEER NAT RES CO$592,7830.03%2,636CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$590,5840.03%15,979CommonNONE
231561101CWCURTISS WRIGHT CORP$589,7030.03%2,647CommonNONE
060505682BAC 7.25 PERP LBANK AMERICA CORP$589,3820.03%489CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$586,3790.03%3,781CommonNONE
125523100CITHE CIGNA GROUP$585,8240.03%1,956CommonNONE
92686J106VKTXVIKING THERAPEUTICS INC$583,8700.03%31,374CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$579,7500.03%10,720CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$578,2160.03%4,381CommonNONE
464288513HYGISHARES TR$573,4610.03%7,410CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$572,1330.03%8,927CommonNONE
26614N102DDDUPONT DE NEMOURS INC$570,7770.03%7,419CommonNONE
067901108ABXBARRICK GOLD CORP$566,4790.03%31,314CommonNONE
680223104ORIOLD REP INTL CORP$566,4200.03%19,266CommonNONE
464287176TIPISHARES TR$565,9970.03%5,266CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$563,8190.03%27,788CommonNONE
464287481IWPISHARES TR$560,9120.03%5,370CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$560,8990.03%8,951CommonNONE
451107106IDAIDACORP INC$559,2710.03%5,688CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$558,9320.03%33,151CommonNONE
316500107FDUSFIDUS INVT CORP$557,0690.03%28,292CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$556,1780.03%2,935CommonNONE
67059N108NTNXNUTANIX INC$554,9210.03%11,636CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$551,0230.03%5,298CommonNONE
25243Q205DEODIAGEO PLC$549,5220.03%3,773CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$548,9120.03%7,233CommonNONE
3621LQ109GTHXEURG1 THERAPEUTICS INC$544,7300.03%178,600CommonNONE
37733W204GSKGSK PLC$536,5720.03%14,478CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$534,5880.03%1,744CommonNONE
72201R866MUNIPIMCO ETF TR$533,8060.03%10,110CommonNONE
316092881FMATFIDELITY COVINGTON TRUST$533,4110.03%10,944CommonNONE
808513105SCHWSCHWAB CHARLES CORP$532,6850.03%7,743CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED ETF$532,2060.03%11,266CommonNONE
464288885EFGISHARES TR$528,3780.03%5,456CommonNONE
78409V104SPGIS&P GLOBAL INC$528,1880.03%1,199CommonNONE
750917106RMBSRAMBUS INC DEL$526,6850.03%7,717CommonNONE
464288810IHIISHARES TR$525,0100.03%9,728CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$524,1110.03%3,316CommonNONE
494368103KMBKIMBERLY-CLARK CORP$521,5840.03%4,293CommonNONE
92204A306VDEVANGUARD WORLD FDS$517,4010.03%4,412CommonNONE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$516,0360.03%76,337CommonNONE
37954Y483QYLDGLOBAL X FDS$507,6050.03%29,274CommonNONE
20854L108CEIXEURCONSOL ENERGY INC NEW$506,1690.03%5,035CommonNONE
871829107SYYSYSCO CORP$505,3340.03%6,910CommonNONE
58733R102MELIMERCADOLIBRE INC$502,8930.03%320CommonNONE
464288646IGSBISHARES TR$501,7260.03%9,785CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$500,6810.03%8,489CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$500,1710.03%1,847CommonNONE
65473P105NINISOURCE INC$498,2370.03%18,766CommonNONE
922908611VBRVANGUARD INDEX FDS$496,6110.03%2,759CommonNONE
427866108HSYHERSHEY CO$496,3170.03%2,662CommonNONE
26603R106DUOLDUOLINGO INC$496,1210.03%2,187CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$495,7080.03%8,219CommonNONE
253868103DLRDIGITAL RLTY TR INC$495,1780.03%3,679CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$493,1270.03%6,798CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$492,7510.03%11,047CommonNONE
464287101OEFISHARES TR$491,6840.03%2,201CommonNONE
464288588MBBISHARES TR$489,7890.03%5,206CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$488,4520.03%5,255CommonNONE
M6191J100FROGJFROG LTD$483,9170.03%13,982CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$481,2150.03%339CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$481,1590.03%13,838CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$479,7390.03%5,320CommonNONE
453204109PIIMPINJ INC$477,9690.03%5,309CommonNONE
G8473T100STESTERIS PLC$476,8550.03%2,169CommonNONE
25746U109DDOMINION ENERGY INC$476,1350.03%10,131CommonNONE
67077M108NTRNUTRIEN LTD$475,6490.03%8,444CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$473,7040.03%2,200CommonNONE
464287721IYWISHARES TR$472,5690.03%3,850CommonNONE
464288877EFVISHARES TR$472,0930.03%9,061CommonNONE
89377M109TMDXTRANSMEDICS GROUP INC$471,1330.03%5,969CommonNONE
05969A105TBBKBANCORP INC DEL$470,7020.03%12,207CommonNONE
988498101YUMYUM BRANDS INC$470,2640.03%3,599CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$469,9780.03%8,729CommonNONE
78464A128VLUSPDR SER TR$468,9790.03%2,926CommonNONE
464288505ISCBISHARES TR$467,8700.03%8,728CommonNONE
358039105FRPTFRESHPET INC$464,9470.03%5,359CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$463,4830.03%2,433CommonNONE
922908595VBKVANGUARD INDEX FDS$462,2640.03%1,912CommonNONE
78464A631XARSPDR SER TR$461,9180.03%3,411CommonNONE
G48833118WFRDWEATHERFORD INTL PLC$457,8440.03%4,680CommonNONE
704326107PAYXPAYCHEX INC$457,4430.03%3,841CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$456,1200.03%3,243CommonNONE

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.