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Cetera Advisors LLC

Q1 2024 · 13F-HR

Cetera Advisors LLCholdings as filed

Filed 2024-05-15 · accession 0001085146-24-002490

$12.68B
Reported value
2,424
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2424

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$396.3M3.12%2,310,898CommonNONE
464287200IVVISHARES TR$334.0M2.63%635,357CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$288.2M2.27%550,884CommonNONE
594918104MSFTMICROSOFT CORP$262.1M2.07%623,084CommonNONE
46090E103QQQINVESCO QQQ TR$248.1M1.96%558,846CommonNONE
67066G104NVDANVIDIA CORPORATION$205.0M1.62%226,867CommonNONE
023135106AMZNAMAZON COM INC$178.9M1.41%991,672CommonNONE
922908769VTIVANGUARD INDEX FDS$170.1M1.34%654,470CommonNONE
922908363VOOVANGUARD INDEX FDS$131.5M1.04%273,547CommonNONE
78468R663BILSPDR SER TR$116.8M0.92%1,272,514CommonNONE
464287614IWFISHARES TR$116.8M0.92%346,439CommonNONE
02079K305GOOGLALPHABET INC$101.4M0.80%671,691CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$100.0M0.79%3,575,224CommonNONE
46429B697USMVISHARES TR$96.3M0.76%1,152,549CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$96.1M0.76%228,515CommonNONE
46434V613IUSBISHARES TR$93.3M0.74%2,046,535CommonNONE
46625H100JPMJPMORGAN CHASE & CO$91.2M0.72%455,164CommonNONE
464287309IVWISHARES TR$83.0M0.65%982,997CommonNONE
46432F339QUALISHARES TR$79.3M0.63%482,381CommonNONE
30303M102METAMETA PLATFORMS INC$77.0M0.61%158,550CommonNONE
532457108LLYELI LILLY & CO$74.9M0.59%96,275CommonNONE
922908629VOVANGUARD INDEX FDS$74.0M0.58%296,282CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$74.0M0.58%863,428CommonNONE
464287408IVEISHARES TR$70.5M0.56%377,377CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$67.6M0.53%651,737CommonNONE
464287507IJHISHARES TR$66.6M0.53%1,096,784CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$65.9M0.52%1,104,625CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$65.1M0.51%806,990CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$64.1M0.51%1,108,575CommonNONE
437076102HDHOME DEPOT INC$63.7M0.50%166,103CommonNONE
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025072349AVLVAMERICAN CENTY ETF TR$60.7M0.48%944,724CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$58.9M0.46%1,530,215CommonNONE
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69374H881COWZPACER FDS TR$57.4M0.45%987,057CommonNONE
02079K107GOOGALPHABET INC$57.0M0.45%374,336CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$56.7M0.45%1,341,819CommonNONE
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88160R101TSLATESLA INC$52.0M0.41%295,733CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$51.3M0.40%280,897CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$51.2M0.40%910,777CommonNONE
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22160K105COSTCOSTCO WHSL CORP NEW$49.2M0.39%67,181CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$48.9M0.39%1,503,859CommonNONE
166764100CVXCHEVRON CORP NEW$48.4M0.38%307,078CommonNONE
92826C839VVISA INC$46.7M0.37%167,187CommonNONE
464287804IJRISHARES TR$46.1M0.36%417,385CommonNONE
464287226AGGISHARES TR$45.8M0.36%467,833CommonNONE
46434V621DGROISHARES TR$45.6M0.36%784,579CommonNONE
464287655IWMISHARES TR$45.3M0.36%215,512CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$44.1M0.35%760,084CommonNONE
478160104JNJJOHNSON & JOHNSON$43.4M0.34%274,630CommonNONE
747525103QCOMQUALCOMM INC$43.2M0.34%255,355CommonNONE
46432F842IEFAISHARES TR$42.3M0.33%569,272CommonNONE
30231G102XOMEXXON MOBIL CORP$42.0M0.33%361,681CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$41.4M0.33%341,930CommonNONE
742718109PGPROCTER AND GAMBLE CO$41.0M0.32%252,831CommonNONE
92189F676SMHVANECK ETF TRUST$41.0M0.32%182,182CommonNONE
97717Y527USFRWISDOMTREE TR$40.9M0.32%813,390CommonNONE
00287Y109ABBVABBVIE INC$40.9M0.32%224,418CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$40.7M0.32%811,062CommonNONE
464287499IWRISHARES TR$40.2M0.32%477,536CommonNONE
464288588MBBISHARES TR$39.8M0.31%430,677CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$39.6M0.31%233,806CommonNONE
922908744VTVVANGUARD INDEX FDS$39.6M0.31%242,893CommonNONE
79466L302CRMSALESFORCE INC$39.5M0.31%131,076CommonNONE
464287721IYWISHARES TR$38.8M0.31%287,342CommonNONE
57636Q104MAMASTERCARD INCORPORATED$38.8M0.31%80,549CommonNONE
92204A504VHTVANGUARD WORLD FD$38.0M0.30%140,593CommonNONE
78463V107GLDSPDR GOLD TR$37.9M0.30%184,155CommonNONE
11135F101AVGOBROADCOM INC$36.4M0.29%27,454CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$36.2M0.29%1,609,635CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$36.1M0.28%1,158,593CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$34.8M0.27%167,034CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$34.7M0.27%234,938CommonNONE
149123101CATCATERPILLAR INC$34.6M0.27%94,401CommonNONE
539830109LMTLOCKHEED MARTIN CORP$34.4M0.27%75,643CommonNONE
548661107LOWLOWES COS INC$33.4M0.26%131,064CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$33.3M0.26%67,247CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$32.4M0.26%349,741CommonNONE
931142103WMTWALMART INC$32.0M0.25%531,803CommonNONE
464287432TLTISHARES TR$31.8M0.25%336,182CommonNONE
464287150ITOTISHARES TR$31.1M0.25%270,086CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$30.5M0.24%323,401CommonNONE
58933Y105MRKMERCK & CO INC$30.1M0.24%228,472CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$29.3M0.23%160,112CommonNONE
47103U886VNLAJANUS DETROIT STR TR$28.6M0.23%588,878CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$28.5M0.22%641,610CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$28.4M0.22%791,147CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$28.4M0.22%157,137CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$28.1M0.22%70,702CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$27.9M0.22%567,634CommonNONE
464287242LQDISHARES TR$27.9M0.22%256,219CommonNONE
46434G103IEMGISHARES INC$27.1M0.21%526,003CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$27.0M0.21%619,047CommonNONE
244199105DEDEERE & CO$27.0M0.21%65,708CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$26.6M0.21%763,318CommonNONE
64110L106NFLXNETFLIX INC$26.2M0.21%43,169CommonNONE
78464A409SPYGSPDR SER TR$26.2M0.21%358,211CommonNONE
713448108PEPPEPSICO INC$26.1M0.21%148,850CommonNONE
717081103PFEPFIZER INC$26.0M0.20%935,637CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$25.7M0.20%803,664CommonNONE
464288414MUBISHARES TR$24.5M0.19%228,103CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$24.5M0.19%456,390CommonNONE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$24.2M0.19%975,535CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$24.0M0.19%571,421CommonNONE
438516106HONHONEYWELL INTL INC$23.7M0.19%115,574CommonNONE
580135101MCDMCDONALDS CORP$23.5M0.19%83,341CommonNONE
92206C623VTWGVANGUARD SCOTTSDALE FDS$23.2M0.18%117,459CommonNONE
254687106DISDISNEY WALT CO$23.1M0.18%189,079CommonNONE
921937827BSVVANGUARD BD INDEX FDS$23.0M0.18%299,764CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$22.8M0.18%119,467CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$22.8M0.18%326,597CommonNONE
922908751VBVANGUARD INDEX FDS$22.6M0.18%98,693CommonNONE
191216100KOCOCA COLA CO$22.4M0.18%366,670CommonNONE
78409V104SPGIS&P GLOBAL INC$22.1M0.17%51,928CommonNONE
46138J817BSJPINVESCO EXCH TRD SLF IDX FD$21.8M0.17%948,270CommonNONE
756109104OREALTY INCOME CORP$21.6M0.17%398,958CommonNONE
92204A702VGTVANGUARD WORLD FD$21.5M0.17%41,059CommonNONE
060505104BACBANK AMERICA CORP$21.3M0.17%562,242CommonNONE
464288877EFVISHARES TR$21.1M0.17%387,362CommonNONE
97717W588EPSWISDOMTREE TR$20.9M0.16%377,046CommonNONE
46429B747STIPISHARES TR$20.8M0.16%208,866CommonNONE
97717W851DXJWISDOMTREE TR$20.7M0.16%190,842CommonNONE
464288885EFGISHARES TR$20.7M0.16%199,265CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$20.3M0.16%336,257CommonNONE
031162100AMGNAMGEN INC$20.2M0.16%70,984CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$20.1M0.16%399,336CommonNONE
921937819BIVVANGUARD BD INDEX FDS$20.1M0.16%266,539CommonNONE
69374H857CALFPACER FDS TR$19.4M0.15%394,961CommonNONE
00206R102TAT&T INC$19.1M0.15%1,084,283CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$18.9M0.15%515,762CommonNONE
02209S103MOALTRIA GROUP INC$18.6M0.15%427,087CommonNONE
002824100ABTABBOTT LABS$18.3M0.14%160,586CommonNONE
855244109SBUXSTARBUCKS CORP$18.2M0.14%198,886CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$18.0M0.14%59,013CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$17.7M0.14%42,292CommonNONE
46434V860TFLOISHARES TR$17.6M0.14%346,332CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$17.5M0.14%31,389CommonNONE
46138J833BSJOINVESCO EXCH TRD SLF IDX FD$17.3M0.14%761,172CommonNONE
682680103OKEONEOK INC NEW$17.2M0.14%214,261CommonNONE
097023105BABOEING CO$16.9M0.13%87,681CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$16.9M0.13%394,481CommonNONE
464287481IWPISHARES TR$16.7M0.13%146,561CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$16.7M0.13%395,333CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$16.5M0.13%481,428CommonNONE
G29183103ETNEATON CORP PLC$16.2M0.13%51,794CommonNONE
46435G326IDEVISHARES TR$16.2M0.13%241,048CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$16.1M0.13%355,851CommonNONE
92204A207VDCVANGUARD WORLD FD$16.1M0.13%78,961CommonNONE
922908553VNQVANGUARD INDEX FDS$16.1M0.13%186,176CommonNONE
74348A467NOBLPROSHARES TR$16.0M0.13%157,773CommonNONE
718172109PMPHILIP MORRIS INTL INC$16.0M0.13%174,481CommonNONE
464287648IWOISHARES TR$15.9M0.13%58,888CommonNONE
464287622IWBISHARES TR$15.8M0.12%54,908CommonNONE
69374H568PSFFPACER FDS TR$15.7M0.12%580,596CommonNONE
72201R874SMMUPIMCO ETF TR$15.5M0.12%311,102CommonNONE
69374H105PTLCPACER FDS TR$15.4M0.12%322,944CommonNONE
172967424CCITIGROUP INC$15.0M0.12%237,663CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$15.0M0.12%46,850CommonNONE
00724F101ADBEADOBE INC$15.0M0.12%29,749CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$14.8M0.12%226,035CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$14.7M0.12%270,340CommonNONE
842587107SOSOUTHERN CO$14.6M0.12%203,869CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$14.6M0.12%269,247CommonNONE
46434G764EMXCISHARES INC$14.5M0.11%251,583CommonNONE
74933W452TBILRBB FD INC$14.5M0.11%289,481CommonNONE
68389X105ORCLORACLE CORP$14.4M0.11%114,924CommonNONE
464288687PFFISHARES TR$14.1M0.11%436,737CommonNONE
49456B101KMIKINDER MORGAN INC DEL$14.0M0.11%765,411CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$13.9M0.11%143,835CommonNONE
33740U836QSPTFIRST TR EXCHNG TRADED FD VI$13.8M0.11%551,947CommonNONE
69374H303PTNQPACER FDS TR$13.8M0.11%200,280CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$13.7M0.11%301,805CommonNONE
52468L505LVHILEGG MASON ETF INVT$13.5M0.11%454,128CommonNONE
17275R102CSCOCISCO SYS INC$13.4M0.11%268,251CommonNONE
038222105AMATAPPLIED MATLS INC$13.4M0.11%64,913CommonNONE
81762P102NOWSERVICENOW INC$13.4M0.11%17,529CommonNONE
75513E101RTXRTX CORPORATION$13.3M0.10%136,140CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$13.3M0.10%72,166CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$13.3M0.10%120,430CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$13.1M0.10%171,661CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$13.1M0.10%27,330CommonNONE
78464A854SPYMSPDR SER TR$13.0M0.10%211,575CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$13.0M0.10%660,313CommonNONE
97717W307DLNWISDOMTREE TR$12.8M0.10%177,059CommonNONE
78464A698KRESPDR SER TR$12.8M0.10%254,129CommonNONE
464287671IUSGISHARES TR$12.7M0.10%108,457CommonNONE
907818108UNPUNION PAC CORP$12.7M0.10%51,603CommonNONE
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458140100INTCINTEL CORP$12.4M0.10%279,997CommonNONE
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33740F763FFEBFIRST TR EXCHNG TRADED FD VI$9.2M0.07%203,808CommonNONE
001055102AFLAFLAC INC$9.2M0.07%106,917CommonNONE
N07059210ASMLASML HOLDING N V$9.2M0.07%9,452CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$9.2M0.07%186,738CommonNONE
97717W562EESWISDOMTREE TR$9.1M0.07%181,842CommonNONE
345370860FFORD MTR CO DEL$9.0M0.07%677,529CommonNONE
46432F834IXUSISHARES TR$9.0M0.07%132,540CommonNONE
025816109AXPAMERICAN EXPRESS CO$9.0M0.07%39,497CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$9.0M0.07%76,717CommonNONE
922907746VTEBVANGUARD MUN BD FDS$8.9M0.07%176,450CommonNONE
872540109TJXTJX COS INC NEW$8.8M0.07%86,909CommonNONE
00162Q452AMLPALPS ETF TR$8.8M0.07%185,688CommonNONE
20825C104COPCONOCOPHILLIPS$8.8M0.07%68,844CommonNONE
74460D109PSAPUBLIC STORAGE$8.8M0.07%30,166CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$8.7M0.07%149,147CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$8.7M0.07%58,560CommonNONE
92189F106GDXVANECK ETF TRUST$8.7M0.07%275,243CommonNONE
464288281EMBISHARES TR$8.7M0.07%96,840CommonNONE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$8.7M0.07%257,882CommonNONE
922020805VTIPVANGUARD MALVERN FDS$8.6M0.07%180,116CommonNONE
20030N101CMCSACOMCAST CORP NEW$8.6M0.07%198,430CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$8.6M0.07%364,387CommonNONE
33740F326XIDEFIRST TR EXCHNG TRADED FD VI$8.5M0.07%280,355CommonNONE
464287176TIPISHARES TR$8.5M0.07%79,455CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$8.3M0.07%75,448CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$8.3M0.07%132,602CommonNONE
654106103NKENIKE INC$8.3M0.07%88,299CommonNONE
302635206FSKFS KKR CAP CORP$8.2M0.06%431,625CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$8.2M0.06%153,008CommonNONE
670100205NVONOVO-NORDISK A S$8.2M0.06%63,633CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$8.2M0.06%41,284CommonNONE
33737J182FEMFIRST TR EXCH TRD ALPHDX FD$8.1M0.06%354,854CommonNONE
464287630IWNISHARES TR$8.1M0.06%50,806CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$8.1M0.06%329,488CommonNONE
46434V696IPACISHARES TR$8.1M0.06%127,309CommonNONE
37045V100GMGENERAL MTRS CO$8.1M0.06%177,567CommonNONE
31428X106FDXFEDEX CORP$8.0M0.06%27,685CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$8.0M0.06%78,101CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$8.0M0.06%223,721CommonNONE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$7.9M0.06%293,105CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$7.9M0.06%43,670CommonNONE
04010L103ARCCARES CAPITAL CORP$7.9M0.06%378,052CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$7.9M0.06%101,795CommonNONE
595112103MUMICRON TECHNOLOGY INC$7.9M0.06%66,698CommonNONE
97717X263DDWMWISDOMTREE TR$7.8M0.06%229,237CommonNONE
92204A801VAWVANGUARD WORLD FD$7.8M0.06%38,308CommonNONE
66538R748QQHNORTHERN LTS FD TR III$7.8M0.06%142,629CommonNONE
824348106SHWSHERWIN WILLIAMS CO$7.8M0.06%22,454CommonNONE
46429B663HDVISHARES TR$7.8M0.06%70,710CommonNONE
29273V100ETENERGY TRANSFER L P$7.8M0.06%493,991CommonNONE
969457100WMBWILLIAMS COS INC$7.8M0.06%199,351CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$7.8M0.06%219,441CommonNONE
33738R308FTHIFIRST TR EXCHANGE-TRADED FD$7.7M0.06%344,549CommonNONE
291011104EMREMERSON ELEC CO$7.7M0.06%68,057CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$7.7M0.06%37,535CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$7.7M0.06%116,757CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$7.7M0.06%1,294,009CommonNONE
37954Y871URAGLOBAL X FDS$7.6M0.06%262,116CommonNONE
718546104PSXPHILLIPS 66$7.5M0.06%45,928CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$7.5M0.06%46,325CommonNONE
26922B832SMIGETF SER SOLUTIONS$7.5M0.06%276,901CommonNONE
464285204IAUISHARES GOLD TR$7.3M0.06%174,901CommonNONE
G5960L103MDTMEDTRONIC PLC$7.3M0.06%83,977CommonNONE
97717X594IHDGWISDOMTREE TR$7.3M0.06%159,266CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$7.3M0.06%72,441CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$7.3M0.06%256,233CommonNONE
82509L107SHOPSHOPIFY INC$7.2M0.06%93,440CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$7.2M0.06%18,037CommonNONE
46429B689EFAVISHARES TR$7.2M0.06%101,091CommonNONE
66538R730LGHNORTHERN LTS FD TR III$7.1M0.06%153,112CommonNONE
354613101BENFRANKLIN RESOURCES INC$7.1M0.06%253,299CommonNONE
922908538VOTVANGUARD INDEX FDS$7.1M0.06%30,135CommonNONE
464287515IGVISHARES TR$7.1M0.06%83,181CommonNONE
92204A884VOXVANGUARD WORLD FD$7.1M0.06%53,980CommonNONE
46434V407SHYGISHARES TR$7.0M0.06%165,303CommonNONE
91913Y100VLOVALERO ENERGY CORP$7.0M0.06%41,165CommonNONE
053332102AZOAUTOZONE INC$6.9M0.05%2,201CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$6.9M0.05%132,390CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$6.9M0.05%152,312CommonNONE
461202103INTUINTUIT$6.9M0.05%10,607CommonNONE
33734X168FXZFIRST TR EXCHANGE TRADED FD$6.9M0.05%96,485CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$6.8M0.05%79,035CommonNONE
235851102DHRDANAHER CORPORATION$6.8M0.05%27,346CommonNONE
464287473IWSISHARES TR$6.8M0.05%54,061CommonNONE
835495102SONSONOCO PRODS CO$6.7M0.05%116,610CommonNONE
231021106CMICUMMINS INC$6.7M0.05%22,870CommonNONE
464287705IJJISHARES TR$6.7M0.05%56,754CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$6.7M0.05%87,534CommonNONE
046353108AZNNASTRAZENECA PLC$6.7M0.05%98,262CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$6.6M0.05%277,934CommonNONE
67576A100OCULOCULAR THERAPEUTIX INC$6.6M0.05%723,490CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$6.6M0.05%30,855CommonNONE
482480100KLACKLA CORP$6.5M0.05%9,359CommonNONE
464288513HYGISHARES TR$6.5M0.05%83,852CommonNONE
404111106HBTHBT FINL INC.$6.5M0.05%341,220CommonNONE
47103U845JAAAJANUS DETROIT STR TR$6.5M0.05%127,738CommonNONE
97717W315DEMWISDOMTREE TR$6.4M0.05%154,068CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$6.4M0.05%48,730CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$6.4M0.05%371,252CommonNONE
464287101OEFISHARES TR$6.4M0.05%25,854CommonNONE
464287523SOXXISHARES TR$6.4M0.05%28,261CommonNONE
128125101CSQCALAMOS STRATEGIC TOTAL RETU$6.4M0.05%389,919CommonNONE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$6.4M0.05%83,499CommonNONE
00888H208APRWAIM ETF PRODUCTS TRUST$6.4M0.05%210,657CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$6.4M0.05%217,075CommonNONE
33740U786XDECFIRST TR EXCHNG TRADED FD VI$6.3M0.05%179,149CommonNONE
78468R523BILSSPDR SER TR$6.3M0.05%63,137CommonNONE
827048109SLGNSILGAN HLDGS INC$6.3M0.05%129,232CommonNONE
369550108GDGENERAL DYNAMICS CORP$6.3M0.05%22,163CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$6.2M0.05%61,445CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$6.2M0.05%58,906CommonNONE
464287762IYHISHARES TR$6.2M0.05%100,114CommonNONE
172908105CTASCINTAS CORP$6.2M0.05%8,980CommonNONE
464287556IBBISHARES TR$6.1M0.05%44,335CommonNONE
78464A375SPIBSPDR SER TR$6.1M0.05%185,992CommonNONE
89151E109TTENTOTALENERGIES SE$6.1M0.05%88,328CommonNONE
375558103GILDGILEAD SCIENCES INC$6.1M0.05%82,786CommonNONE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$6.0M0.05%165,495CommonNONE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$6.0M0.05%267,692CommonNONE
H1467J104CBCHUBB LIMITED$6.0M0.05%23,232CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$6.0M0.05%96,610CommonNONE
871829107SYYSYSCO CORP$6.0M0.05%73,682CommonNONE
46435G524IGROISHARES TR$6.0M0.05%88,660CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$6.0M0.05%164,753CommonNONE
33740F557QJUNFIRST TR EXCHNG TRADED FD VI$6.0M0.05%233,604CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$5.9M0.05%128,029CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$5.9M0.05%133,064CommonNONE
78464A755XMESPDR SER TR$5.9M0.05%97,719CommonNONE
78464A474SPSBSPDR SER TR$5.9M0.05%197,739CommonNONE
036752103ELVELEVANCE HEALTH INC$5.9M0.05%11,335CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$5.9M0.05%43,406CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$5.8M0.05%62,653CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$5.8M0.05%13,912CommonNONE
464288828IHFISHARES TR$5.8M0.05%106,622CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$5.8M0.05%18,521CommonNONE
233051630HDEFDBX ETF TR$5.8M0.05%233,234CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$5.7M0.05%9CommonNONE
233051267HYDWDBX ETF TR$5.7M0.04%123,077CommonNONE
252131107DXCMDEXCOM INC$5.7M0.04%40,808CommonNONE
384802104GWWGRAINGER W W INC$5.7M0.04%5,559CommonNONE
74347B680REGLPROSHARES TR$5.6M0.04%71,901CommonNONE
58155Q103MCKMCKESSON CORP$5.6M0.04%10,516CommonNONE
97717X271DDLSWISDOMTREE TR$5.6M0.04%164,144CommonNONE
35472T101FTFFRANKLIN LTD DURATION INCOME$5.6M0.04%896,471CommonNONE
G54950103LINLINDE PLC$5.6M0.04%12,070CommonNONE
78468R853SPSMSPDR SER TR$5.6M0.04%129,612CommonNONE
46284V101IRMIRON MTN INC DEL$5.6M0.04%69,505CommonNONE
45783Y848XBOCINNOVATOR ETFS TRUST$5.5M0.04%192,595CommonNONE
69374H709GCOWPACER FDS TR$5.5M0.04%158,884CommonNONE
132061706EYLDCAMBRIA ETF TR$5.5M0.04%163,653CommonNONE
922908512VOEVANGUARD INDEX FDS$5.5M0.04%35,187CommonNONE
871607107SNPSSYNOPSYS INC$5.5M0.04%9,586CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$5.5M0.04%58,206CommonNONE
464288752ITBISHARES TR$5.5M0.04%47,114CommonNONE
45168D104IDXXIDEXX LABS INC$5.4M0.04%10,083CommonNONE
921910840MGVVANGUARD WORLD FD$5.4M0.04%45,500CommonNONE
46435U168IBHEISHARES TR$5.4M0.04%232,561CommonNONE
464287291IXNISHARES TR$5.4M0.04%72,462CommonNONE
45783Y889XBJLINNOVATOR ETFS TRUST$5.4M0.04%170,747CommonNONE
69344A107PULSPGIM ETF TR$5.4M0.04%108,757CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$5.4M0.04%22,470CommonNONE
247361702DALDELTA AIR LINES INC DEL$5.3M0.04%111,571CommonNONE
233051200DBEFDBX ETF TR$5.3M0.04%129,787CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$5.3M0.04%100,457CommonNONE
921937793BLVVANGUARD BD INDEX FDS$5.3M0.04%73,119CommonNONE
22822V101CCICROWN CASTLE INC$5.3M0.04%49,930CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$5.3M0.04%39,648CommonNONE
052769106ADSKAUTODESK INC$5.3M0.04%20,235CommonNONE
384637104GHCGRAHAM HLDGS CO$5.3M0.04%6,847CommonNONE
744320102PRUPRUDENTIAL FINL INC$5.2M0.04%44,671CommonNONE
67092P300NULVNUSHARES ETF TR$5.2M0.04%134,772CommonNONE
055622104BPBP PLC$5.2M0.04%137,920CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$5.2M0.04%92,565CommonNONE
922908595VBKVANGUARD INDEX FDS$5.2M0.04%19,821CommonNONE
92189H607OIHVANECK ETF TRUST$5.2M0.04%15,357CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$5.1M0.04%26,977CommonNONE
808524714SCHJSCHWAB STRATEGIC TR$5.1M0.04%106,247CommonNONE
46138J585BSJRINVESCO EXCH TRD SLF IDX FD$5.1M0.04%230,440CommonNONE
14149Y108CAHCARDINAL HEALTH INC$5.1M0.04%45,623CommonNONE
45783Y780XBJAINNOVATOR ETFS TRUST$5.1M0.04%188,724CommonNONE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$5.1M0.04%125,396CommonNONE
42968F108PCFHIGH INCOME SECS FD$5.1M0.04%746,732CommonNONE
260557103DOWDOW INC$5.0M0.04%86,889CommonNONE
74762E102QUREQUANTA SVCS INC$5.0M0.04%19,352CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$5.0M0.04%5,218CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$5.0M0.04%104,008CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$5.0M0.04%92,836CommonNONE
464288661IEIISHARES TR$5.0M0.04%42,897CommonNONE
45783Y301XBAPINNOVATOR ETFS TRUST$5.0M0.04%158,647CommonNONE
74340W103PLDPROLOGIS INC.$4.9M0.04%37,992CommonNONE
88579Y101MMM3M CO$4.9M0.04%46,615CommonNONE
040413106ANETEURARISTA NETWORKS INC$4.9M0.04%17,032CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$4.9M0.04%78,632CommonNONE
38748G101BARGRANITESHARES GOLD TR$4.9M0.04%223,979CommonNONE
704326107PAYXPAYCHEX INC$4.9M0.04%40,033CommonNONE
72201R833MINTPIMCO ETF TR$4.9M0.04%48,824CommonNONE
303250104FICOFAIR ISAAC CORP$4.9M0.04%3,919CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$4.9M0.04%127,173CommonNONE
780259305SHELSHELL PLC$4.9M0.04%72,842CommonNONE
27828H105XEVVXEATON VANCE LTD DURATION INC$4.9M0.04%497,546CommonNONE
872590104TMUST-MOBILE US INC$4.8M0.04%29,608CommonNONE
670346105NUENUCOR CORP$4.8M0.04%24,395CommonNONE
46432F396MTUMISHARES TR$4.8M0.04%25,551CommonNONE
35473P801FLQLFRANKLIN TEMPLETON ETF TR$4.8M0.04%89,881CommonNONE
03076C106AMPAMERIPRISE FINL INC$4.8M0.04%10,900CommonNONE
808513105SCHWSCHWAB CHARLES CORP$4.8M0.04%65,976CommonNONE
78464A862XSDSPDR SER TR$4.8M0.04%20,505CommonNONE
74347B698SMDVPROSHARES TR$4.7M0.04%74,199CommonNONE
69374H873ICOWPACER FDS TR$4.7M0.04%148,311CommonNONE
37954Y343MLPAGLOBAL X FDS$4.7M0.04%98,179CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$4.7M0.04%54,779CommonNONE
00214Q104ARKKARK ETF TR$4.7M0.04%94,149CommonNONE
381430602GSSCGOLDMAN SACHS ETF TR$4.7M0.04%71,897CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$4.7M0.04%518,936CommonNONE
45782C672UAUGINNOVATOR ETFS TRUST$4.7M0.04%143,388CommonNONE
833445109SNOWSNOWFLAKE INC$4.7M0.04%28,831CommonNONE
85521B742AGOXSTARBOARD INVT TR$4.6M0.04%180,589CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$4.6M0.04%45,048CommonNONE
808524607SCHASCHWAB STRATEGIC TR$4.6M0.04%92,711CommonNONE
500754106KHCKRAFT HEINZ CO$4.6M0.04%123,354CommonNONE
49177J102KVUEKENVUE INC$4.6M0.04%212,097CommonNONE
26922A321DSTLETF SER SOLUTIONS$4.5M0.04%84,078CommonNONE
98138H101WDAYWORKDAY INC$4.5M0.04%16,582CommonNONE
921910816MGKVANGUARD WORLD FD$4.5M0.04%15,750CommonNONE
00768Y438QPXADVISORSHARES TR$4.5M0.04%137,606CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$4.5M0.04%78,028CommonNONE

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.