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MONECO ADVISORS, LLC

Q2 2024 · 13F-HR

MONECO ADVISORS, LLCholdings as filed

Filed 2024-07-19 · accession 0001085146-24-003121

$680.4M
Reported value
418
Positions
2024-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$24.5M3.59%116,129CommonNONE
922908736VUGVANGUARD INDEX FDS$21.6M3.18%57,851CommonNONE
464287101OEFISHARES TR$18.8M2.77%71,314CommonNONE
594918104MSFTMICROSOFT CORP$17.8M2.61%39,794CommonNONE
78464A508SPYVSPDR SER TR$14.1M2.07%289,203CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$12.3M1.81%22,644CommonNONE
132061201SYLDCAMBRIA ETF TR$11.7M1.73%172,002CommonNONE
67066G104NVDANVIDIA CORPORATION$11.6M1.70%93,509CommonNONE
023135106AMZNAMAZON COM INC$10.9M1.61%56,522CommonNONE
464289438IWYISHARES TR$10.1M1.48%46,892CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$9.9M1.46%127,584CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.5M1.39%23,324CommonNONE
478160104JNJJOHNSON & JOHNSON$9.2M1.36%63,220CommonNONE
69374H881COWZPACER FDS TR$8.9M1.31%163,498CommonNONE
46429B697USMVISHARES TR$8.8M1.30%105,147CommonNONE
78464A763SDYSPDR SER TR$8.1M1.20%63,947CommonNONE
46137V480XSVMINVESCO EXCHANGE TRADED FD T$7.9M1.16%150,178CommonNONE
69374H105PTLCPACER FDS TR$7.5M1.11%151,326CommonNONE
69374H857CALFPACER FDS TR$6.9M1.02%158,782CommonNONE
464287150ITOTISHARES TR$6.8M1.00%57,436CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$6.6M0.97%71,036CommonNONE
78464A854SPYMSPDR SER TR$6.6M0.97%102,730CommonNONE
922908629VOVANGUARD INDEX FDS$6.4M0.93%26,234CommonNONE
464287432TLTISHARES TR$5.6M0.82%60,637CommonNONE
30303M102METAMETA PLATFORMS INC$5.3M0.78%10,586CommonNONE
46432F339QUALISHARES TR$4.9M0.72%28,840CommonNONE
46654Q773JPLDJ P MORGAN EXCHANGE TRADED F$4.9M0.72%95,767CommonNONE
464288877EFVISHARES TR$4.9M0.72%92,385CommonNONE
78463V107GLDSPDR GOLD TR$4.8M0.70%22,193CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.8M0.70%28,926CommonNONE
02079K305GOOGLALPHABET INC$4.7M0.69%25,699CommonNONE
97717W422EPIWISDOMTREE TR$4.5M0.66%92,431CommonNONE
69374H303PTNQPACER FDS TR$4.3M0.63%59,245CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.3M0.63%25,817CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4.2M0.62%8,336CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$4.1M0.60%77,170CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$4.1M0.60%213,782CommonNONE
78468R663BILSPDR SER TR$4.0M0.59%43,935CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$4.0M0.59%195,387CommonNONE
46090E103QQQINVESCO QQQ TR$4.0M0.58%8,273CommonNONE
78464A201SLYGSPDR SER TR$3.9M0.58%45,866CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$3.9M0.58%216,678CommonNONE
922908538VOTVANGUARD INDEX FDS$3.9M0.58%17,059CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$3.9M0.57%201,940CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.9M0.57%19,185CommonNONE
922908751VBVANGUARD INDEX FDS$3.9M0.57%17,741CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$3.8M0.56%191,366CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3.7M0.55%37,402CommonNONE
46435U515IBDTISHARES TR$3.7M0.55%150,106CommonNONE
30231G102XOMEXXON MOBIL CORP$3.7M0.54%31,803CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$3.5M0.51%258,951CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$3.5M0.51%120,327CommonNONE
78468R200FLRNSPDR SER TR$3.5M0.51%112,861CommonNONE
45781V101IIPRINNOVATIVE INDL PPTYS INC$3.5M0.51%31,680CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$3.4M0.50%208,379CommonNONE
46138J841BSCOINVESCO EXCH TRD SLF IDX FD$3.4M0.49%159,727CommonNONE
46434VBG4IBDPISHARES TR$3.1M0.45%122,908CommonNONE
922908744VTVVANGUARD INDEX FDS$3.1M0.45%19,213CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3.0M0.44%6,768CommonNONE
921910840MGVVANGUARD WORLD FD$3.0M0.44%25,155CommonNONE
464287234EEMISHARES TR$3.0M0.44%69,817CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$2.9M0.43%73,177CommonNONE
166764100CVXCHEVRON CORP NEW$2.9M0.42%18,383CommonNONE
46654Q781JPEFJ P MORGAN EXCHANGE TRADED F$2.9M0.42%45,814CommonNONE
532457108LLYELI LILLY & CO$2.8M0.42%3,128CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.8M0.41%5,083CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$2.8M0.41%25,837CommonNONE
46434VBD1IBDQISHARES TR$2.7M0.40%109,905CommonNONE
464287614IWFISHARES TR$2.7M0.40%7,481CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.7M0.40%11,405CommonNONE
02079K107GOOGALPHABET INC$2.7M0.39%14,543CommonNONE
88160R101TSLATESLA INC$2.7M0.39%13,408CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$2.6M0.39%40,718CommonNONE
46428Q109SLVISHARES SILVER TR$2.6M0.38%96,380CommonNONE
02209S103MOALTRIA GROUP INC$2.5M0.37%55,739CommonNONE
922908769VTIVANGUARD INDEX FDS$2.5M0.37%9,396CommonNONE
78464A409SPYGSPDR SER TR$2.5M0.36%30,796CommonNONE
00326A104SGOLETFS GOLD TR$2.4M0.36%109,921CommonNONE
47103U852JMBSJANUS DETROIT STR TR$2.4M0.35%53,880CommonNONE
46432F842IEFAISHARES TR$2.4M0.35%32,781CommonNONE
11135F101AVGOBROADCOM INC$2.4M0.35%1,480CommonNONE
00287Y109ABBVABBVIE INC$2.3M0.34%13,658CommonNONE
291011104EMREMERSON ELEC CO$2.3M0.34%21,101CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$2.3M0.34%65,162CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.3M0.33%2,651CommonNONE
713448108PEPPEPSICO INC$2.2M0.32%13,393CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.2M0.32%4,856CommonNONE
46435GAA0IBDRISHARES TR$2.2M0.32%92,027CommonNONE
46434G103IEMGISHARES INC$2.2M0.32%40,679CommonNONE
46428R107GSGISHARES S&P GSCI COMMODITY-$2.2M0.32%97,564CommonNONE
46435UAA9IBDSISHARES TR$2.2M0.32%91,026CommonNONE
464287200IVVISHARES TR$2.2M0.32%3,943CommonNONE
74348A467NOBLPROSHARES TR$2.1M0.31%21,968CommonNONE
22822V101CCICROWN CASTLE INC$2.1M0.31%21,338CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.0M0.30%11,686CommonNONE
194162103CLCOLGATE PALMOLIVE CO$2.0M0.29%20,140CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.9M0.28%8,383CommonNONE
92826C839VVISA INC$1.9M0.27%7,125CommonNONE
922908595VBKVANGUARD INDEX FDS$1.8M0.26%7,200CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.8M0.26%36,402CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.8M0.26%12,324CommonNONE
922908611VBRVANGUARD INDEX FDS$1.7M0.25%9,236CommonNONE
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$1.7M0.24%66,315CommonNONE
46139W825BSCXINVESCO EXCH TRD SLF IDX FD$1.6M0.24%79,872CommonNONE
254687106DISDISNEY WALT CO$1.6M0.24%16,502CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.6M0.24%8,950CommonNONE
464287655IWMISHARES TR$1.6M0.23%7,856CommonNONE
46434V282LRGFISHARES TR$1.5M0.23%27,794CommonNONE
002824100ABTABBOTT LABS$1.5M0.23%14,823CommonNONE
464287606IJKISHARES TR$1.5M0.23%17,419CommonNONE
149123101CATCATERPILLAR INC$1.5M0.22%4,570CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.5M0.22%16,472CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$1.4M0.21%99,760CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.4M0.21%19,682CommonNONE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$1.4M0.21%21,446CommonNONE
37954Y673PAVEGLOBAL X FDS$1.4M0.21%38,022CommonNONE
437076102HDHOME DEPOT INC$1.4M0.21%4,086CommonNONE
58933Y105MRKMERCK & CO INC$1.4M0.20%11,224CommonNONE
68389X105ORCLORACLE CORP$1.4M0.20%9,819CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1.4M0.20%28,149CommonNONE
64110L106NFLXNETFLIX INC$1.3M0.20%1,980CommonNONE
92189F676SMHVANECK ETF TRUST$1.3M0.19%5,059CommonNONE
922908553VNQVANGUARD INDEX FDS$1.3M0.19%15,395CommonNONE
92189F106GDXVANECK ETF TRUST$1.3M0.19%37,719CommonNONE
58733R102MELIMERCADOLIBRE INC$1.3M0.19%777CommonNONE
46436E718SGOVISHARES TR$1.2M0.18%12,269CommonNONE
922908512VOEVANGUARD INDEX FDS$1.2M0.18%8,148CommonNONE
191216100KOCOCA COLA CO$1.2M0.17%18,595CommonNONE
75513E101RTXRTX CORPORATION$1.2M0.17%11,780CommonNONE
464287499IWRISHARES TR$1.2M0.17%14,544CommonNONE
682189105ONON SEMICONDUCTOR CORP$1.2M0.17%17,135CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$1.1M0.17%64,303CommonNONE
46432F396MTUMISHARES TR$1.1M0.17%5,858CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.1M0.17%17,694CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.16%27,188CommonNONE
126650100CVSCVS HEALTH CORP$1.1M0.16%18,858CommonNONE
907818108UNPUNION PAC CORP$1.1M0.16%4,891CommonNONE
038222105AMATAPPLIED MATLS INC$1.1M0.16%4,671CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.1M0.16%21,643CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.16%6,716CommonNONE
97717X669DGRWWISDOMTREE TR$1.1M0.16%13,880CommonNONE
42809H107HESHESS CORP$1.1M0.16%7,232CommonNONE
79466L302CRMSALESFORCE INC$1.1M0.16%4,149CommonNONE
33939L506TDTTFLEXSHARES TR$1.0M0.15%42,779CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.0M0.15%2,157CommonNONE
464287598IWDISHARES TR$987,7280.15%5,661CommonNONE
580135101MCDMCDONALDS CORP$984,8670.14%3,865CommonNONE
78464A839MDYVSPDR SER TR$976,6390.14%13,390CommonNONE
46138J452BSJSINVESCO EXCH TRD SLF IDX FD$973,9310.14%45,362CommonNONE
69374H683PTINPACER FDS TR$971,6060.14%33,596CommonNONE
46138J395BSJTINVESCO EXCH TRD SLF IDX FD$970,2920.14%46,293CommonNONE
060505104BACBANK AMERICA CORP$963,9270.14%24,238CommonNONE
94106L109WMWASTE MGMT INC DEL$962,8470.14%4,513CommonNONE
464287309IVWISHARES TR$954,9780.14%10,320CommonNONE
718546104PSXPHILLIPS 66$919,3090.14%6,512CommonNONE
931142103WMTWALMART INC$906,7800.13%13,392CommonNONE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$902,3440.13%39,122CommonNONE
33739N108FMBFIRST TR EXCHANGE-TRADED FD$899,7970.13%17,622CommonNONE
74340W103PLDPROLOGIS INC.$896,5060.13%7,982CommonNONE
438516106HONHONEYWELL INTL INC$868,8360.13%4,069CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$865,1220.13%13,320CommonNONE
464287507IJHISHARES TR$861,1460.13%14,715CommonNONE
717081103PFEPFIZER INC$854,6070.13%30,544CommonNONE
78468R853SPSMSPDR SER TR$849,1920.12%20,448CommonNONE
06738C778DJPBARCLAYS BANK PLC$842,1200.12%26,267CommonNONE
78464A821MDYGSPDR SER TR$827,7880.12%9,848CommonNONE
46436E205IBDUISHARES TR$816,7460.12%36,028CommonNONE
65339F101NEENEXTERA ENERGY INC$816,2630.12%11,528CommonNONE
33735B108FNXFIRST TR MID CAP CORE ALPHAD$805,9070.12%7,426CommonNONE
92647N824CDCVICTORY PORTFOLIOS II$802,1580.12%13,698CommonNONE
031162100AMGNAMGEN INC$801,8070.12%2,566CommonNONE
097023105BABOEING CO$801,4120.12%4,403CommonNONE
921937827BSVVANGUARD BD INDEX FDS$788,1780.12%10,276CommonNONE
458140100INTCINTEL CORP$781,3590.11%25,230CommonNONE
46138J486BSMSINVESCO EXCH TRD SLF IDX FD$775,8300.11%33,398CommonNONE
921909768VXUSVANGUARD STAR FDS$770,7750.11%12,782CommonNONE
747525103QCOMQUALCOMM INC$759,9470.11%3,815CommonNONE
46138J528INVESCO EXCH TRD SLF IDX FD$759,2130.11%31,256CommonNONE
922908363VOOVANGUARD INDEX FDS$751,9710.11%1,504CommonNONE
00206R102TAT&T INC$740,2190.11%38,735CommonNONE
78464A847SPMDSPDR SER TR$734,9830.11%14,327CommonNONE
17275R102CSCOCISCO SYS INC$730,9610.11%15,385CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$729,7020.11%15,950CommonNONE
461202103INTUINTUIT$728,6110.11%1,109CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$722,6940.11%15,247CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$711,6830.10%12,556CommonNONE
G29183103ETNEATON CORP PLC$710,8130.10%2,267CommonNONE
46138J510BSMQINVESCO EXCH TRD SLF IDX FD$704,7260.10%29,994CommonNONE
548661107LOWLOWES COS INC$703,4870.10%3,191CommonNONE
09260D107BXBLACKSTONE INC$700,5200.10%5,658CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$699,1780.10%14,366CommonNONE
464287457SHYISHARES TR$694,3710.10%8,504CommonNONE
33734Y109FYXFIRST TR SML CP CORE ALPHA F$693,4770.10%7,666CommonNONE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$672,4850.10%17,852CommonNONE
50212V100LPLALPL FINL HLDGS INC$669,2810.10%2,396CommonNONE
46436E726IBDVISHARES TR$668,2970.10%31,434CommonNONE
773903109ROKROCKWELL AUTOMATION INC$664,7580.10%2,415CommonNONE
842587107SOSOUTHERN CO$657,2940.10%8,474CommonNONE
464287705IJJISHARES TR$647,5080.10%5,707CommonNONE
46434V381XTISHARES TR$641,2470.09%10,900CommonNONE
464287622IWBISHARES TR$637,8360.09%2,144CommonNONE
46434V860TFLOISHARES TR$635,2760.09%12,540CommonNONE
464287804IJRISHARES TR$634,7670.09%5,951CommonNONE
69374H204PTMCPACER FDS TR$631,5550.09%18,151CommonNONE
46138J478BSMTINVESCO EXCH TRD SLF IDX FD$631,0640.09%27,539CommonNONE
29273V100ETENERGY TRANSFER L P$623,8980.09%38,465CommonNONE
595112103MUMICRON TECHNOLOGY INC$621,6480.09%4,726CommonNONE
46434V266ISCFISHARES TR$612,1600.09%18,994CommonNONE
05464T104AXSMAXSOME THERAPEUTICS INC$602,5430.09%7,485CommonNONE
452308109ITWILLINOIS TOOL WKS INC$599,6310.09%2,531CommonNONE
20825C104COPCONOCOPHILLIPS$591,7840.09%5,174CommonNONE
464287481IWPISHARES TR$590,8230.09%5,354CommonNONE
464285204IAUISHARES GOLD TR$590,0240.09%13,431CommonNONE
345370860FFORD MTR CO DEL$588,3310.09%46,916CommonNONE
863667101SYKSTRYKER CORPORATION$587,3650.09%1,726CommonNONE
78464A300SLYVSPDR SER TR$584,1750.09%7,460CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$583,1810.09%3,355CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$577,7600.08%13,203CommonNONE
231021106CMICUMMINS INC$575,4110.08%2,078CommonNONE
464287226AGGISHARES TR$573,6520.08%5,910CommonNONE
46138J494BSMRINVESCO EXCH TRD SLF IDX FD$558,2140.08%23,774CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$555,1480.08%5,404CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$546,3100.08%4,606CommonNONE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$542,3510.08%6,982CommonNONE
651639106NEMNEWMONT CORP$536,0710.08%12,803CommonNONE
46429B689EFAVISHARES TR$533,5570.08%7,693CommonNONE
25746U109DDOMINION ENERGY INC$530,9460.08%10,836CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$527,1440.08%12,693CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$526,9940.08%2,674CommonNONE
464289446IWLISHARES TR$526,2900.08%3,929CommonNONE
780259305SHELSHELL PLC$524,7930.08%7,271CommonNONE
337738108FISVFISERV INC$523,4280.08%3,512CommonNONE
872540109TJXTJX COS INC NEW$512,5900.08%4,656CommonNONE
808524607SCHASCHWAB STRATEGIC TR$512,5180.08%10,801CommonNONE
464288885EFGISHARES TR$511,4970.08%5,000CommonNONE
127097103CTRACOTERRA ENERGY INC$510,1870.07%19,130CommonNONE
46138E297EELVINVESCO EXCH TRADED FD TR II$509,4220.07%21,613CommonNONE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$507,1870.07%25,334CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$505,1260.07%5,206CommonNONE
67077M108NTRNUTRIEN LTD$498,4690.07%9,791CommonNONE
09257A108BCXBLACKROCK RES & COMMODITIES$498,2150.07%54,213CommonNONE
172908105CTASCINTAS CORP$494,3840.07%706CommonSOLE
012653101ALBALBEMARLE CORP$490,9600.07%5,140CommonNONE
055622104BPBP PLC$489,8570.07%13,569CommonNONE
500754106KHCKRAFT HEINZ CO$486,5960.07%15,102CommonNONE
46138J445BSMUINVESCO EXCH TRD SLF IDX FD$486,5700.07%22,349CommonNONE
369550108GDGENERAL DYNAMICS CORP$485,7190.07%1,674CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$479,6280.07%7,039CommonNONE
G5960L103MDTMEDTRONIC PLC$474,4340.07%6,028CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$466,1130.07%4,622CommonNONE
682680103OKEONEOK INC NEW$462,2170.07%5,668CommonNONE
33939L845QDEFFLEXSHARES TR$458,8180.07%6,999CommonNONE
37733W204GSKGSK PLC$445,6120.07%11,574CommonNONE
48251W104KKRKKR & CO INC$445,2000.07%4,230CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$438,0570.06%985CommonNONE
82509L107SHOPSHOPIFY INC$437,1190.06%6,618CommonNONE
29250N105ENBENBRIDGE INC$434,5180.06%12,209CommonNONE
375558103GILDGILEAD SCIENCES INC$429,9030.06%6,266CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$423,9360.06%10,142CommonNONE
244199105DEDEERE & CO$421,7040.06%1,129CommonNONE
922908652VXFVANGUARD INDEX FDS$418,1100.06%2,477CommonNONE
872590104TMUST-MOBILE US INC$417,7960.06%2,371CommonNONE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$415,3740.06%26,042CommonNONE
949746101WMT2WELLS FARGO CO NEW$411,9570.06%6,936CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$409,4120.06%1,349CommonNONE
46139W841BSJUINVESCO EXCH TRD SLF IDX FD$405,9950.06%15,986CommonNONE
032654105ADIANALOG DEVICES INC$403,7680.06%1,769CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$394,9660.06%374CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$393,8900.06%6,717CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$392,4450.06%1,930CommonNONE
576323109MTZMASTEC INC$389,7650.06%3,643CommonNONE
46138J536BSMOINVESCO EXCH TRD SLF IDX FD$387,1830.06%15,600CommonNONE
55261F104MTBM & T BK CORP$382,7170.06%2,529CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$379,1150.06%9,222CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$378,4050.06%5,108CommonNONE
H1467J104CBCHUBB LIMITED$375,7540.06%1,473CommonNONE
G54950103LINLINDE PLC$374,4420.06%853CommonNONE
96145D105WRKUSDWESTROCK CO$367,5230.05%7,312CommonNONE
46436E486IBDWISHARES TR$366,5730.05%18,067CommonNONE
369604301GEGE AEROSPACE$365,0420.05%2,296CommonNONE
00724F101ADBEADOBE INC$364,6230.05%656CommonNONE
33734X168FXZFIRST TR EXCHANGE TRADED FD$364,5500.05%5,624CommonNONE
72201R833MINTPIMCO ETF TR$363,6160.05%3,613CommonNONE
464288687PFFISHARES TR$363,5470.05%11,523CommonNONE
464287671IUSGISHARES TR$363,5290.05%2,852CommonNONE
92204A702VGTVANGUARD WORLD FD$362,8500.05%629CommonNONE
025816109AXPAMERICAN EXPRESS CO$359,9830.05%1,555CommonNONE
78464A805SPTMSPDR SER TR$357,8250.05%5,393CommonNONE
464288703ISCVISHARES TR$356,1270.05%6,150CommonNONE
81589A205SEIMSEI EXCHANGE TRADED FUNDS$354,8420.05%10,688CommonNONE
46139W817BSJVINVESCO EXCH TRD SLF IDX FD$354,2880.05%13,616CommonNONE
92537N108VRTVERTIV HOLDINGS CO$353,5820.05%4,084CommonNONE
87612E106TGTTARGET CORP$352,6290.05%2,382CommonNONE
35473P108DIVIFRANKLIN TEMPLETON ETF TR$351,7690.05%11,253CommonNONE
172967424CCITIGROUP INC$351,6950.05%5,542CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$348,7910.05%4,799CommonNONE
886364702SPSKTIDAL ETF TR$348,3600.05%19,692CommonNONE
609207105MDLZMONDELEZ INTL INC$344,4530.05%5,264CommonNONE
81589A304SEIVSEI EXCHANGE TRADED FUNDS$344,4050.05%11,056CommonNONE
37954Y343MLPAGLOBAL X FDS$339,1960.05%6,994CommonNONE
34959E109FTNTFORTINET INC$338,7780.05%5,621CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$338,4850.05%1,402CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$337,7940.05%875CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$336,4980.05%6,869CommonNONE
464287689IWVISHARES TR$333,7210.05%1,081CommonNONE
235851102DHRDANAHER CORPORATION$333,2250.05%1,334CommonNONE
85208P303URNMSPROTT FDS TR$333,1380.05%6,766CommonNONE
718172109PMPHILIP MORRIS INTL INC$321,3810.05%3,172CommonNONE
21036P108STZCONSTELLATION BRANDS INC$320,6230.05%1,246CommonNONE
464287408IVEISHARES TR$320,3380.05%1,760CommonNONE
922020805VTIPVANGUARD MALVERN FDS$318,4330.05%6,560CommonNONE
04010L103ARCCARES CAPITAL CORP$312,9420.05%15,016CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$310,3490.05%5,967CommonNONE
302635206FSKFS KKR CAP CORP$308,8910.05%15,656CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$305,3210.04%5,214CommonNONE
92204A876VPUVANGUARD WORLD FD$303,7770.04%2,054CommonNONE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$299,3410.04%10,830CommonNONE
92189F791GDXJVANECK ETF TRUST$298,5890.04%7,089CommonNONE
091941104BGTBLACKROCK FLOATING RATE INC$296,3770.04%23,227CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$295,5000.04%1,500CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$293,1270.04%3,204CommonNONE
78468R606SPHYSPDR SER TR$292,5870.04%12,595CommonNONE
88579Y101MMM3M CO$289,9740.04%2,838CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$289,9140.04%1,927CommonSOLE
808524698SCHISCHWAB STRATEGIC TR$289,6780.04%6,569CommonNONE
464288588MBBISHARES TR$289,2960.04%3,151CommonNONE
89151E109TTENTOTALENERGIES SE$289,1430.04%4,336CommonNONE
670100205NVONOVO-NORDISK A S$287,4750.04%2,014CommonNONE
12572Q105CMECME GROUP INC$286,5980.04%1,458CommonNONE
31428X106FDXFEDEX CORP$285,4800.04%952CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$284,3520.04%4,798CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$279,8790.04%4,823CommonNONE
97717W505DONWISDOMTREE TR$279,3960.04%5,974CommonNONE
46435U697ISHARES TR$279,3850.04%10,727CommonNONE
760759100RSGREPUBLIC SVCS INC$279,1690.04%1,437CommonNONE
46435U432ISHARES TR$277,2450.04%10,468CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$276,3890.04%3,589CommonNONE
46435U259IBMOISHARES TR$275,8110.04%10,893CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$274,8960.04%7,155CommonNONE
46435U283IBMPISHARES TR$273,6840.04%10,943CommonNONE
46435U325IBMQISHARES TR$273,5440.04%10,933CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$271,9400.04%1,011CommonNONE
252131107DXCMDEXCOM INC$269,8440.04%2,380CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$268,2030.04%4,266CommonNONE
46138J585BSJRINVESCO EXCH TRD SLF IDX FD$266,2060.04%12,054CommonNONE
92647N774VICTORY PORTFOLIOS II$265,3440.04%5,287CommonNONE
67092P409NUMGNUSHARES ETF TR$261,3540.04%6,251CommonNONE
46435G425ESGUISHARES TR$260,9400.04%2,187CommonNONE
98419M100XYLXYLEM INC$260,2740.04%1,919CommonNONE
78470P200STOTSSGA ACTIVE TR$259,2680.04%5,534CommonNONE
03076C106AMPAMERIPRISE FINL INC$258,8370.04%606CommonNONE
464288448IDVISHARES TR$258,5930.04%9,346CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$258,5920.04%3,237CommonNONE
808513105SCHWSCHWAB CHARLES CORP$254,7460.04%3,457CommonNONE
20030N101CMCSACOMCAST CORP NEW$253,0940.04%6,463CommonNONE
46435G839HSCZISHARES TR$249,4360.04%7,810CommonNONE
075887109BDXBECTON DICKINSON & CO$249,2630.04%1,067CommonNONE
46138E222IDMOINVESCO EXCH TRADED FD TR II$246,0890.04%5,959CommonNONE
33737K205NXTGFIRST TR EXCHANGE TRADED FD$245,7900.04%3,000CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$244,6600.04%333CommonNONE
125523100CITHE CIGNA GROUP$243,9610.04%738CommonNONE
882508104TXNTEXAS INSTRS INC$243,7450.04%1,253CommonNONE
315912808ONEQFIDELITY COMWLTH TR$243,4960.04%3,482CommonNONE
824348106SHWSHERWIN WILLIAMS CO$243,4050.04%816CommonNONE
464287440IEFISHARES TR$243,3130.04%2,598CommonNONE
464287648IWOISHARES TR$243,0060.04%926CommonNONE
98149E303GLDMWORLD GOLD TR$241,8340.04%5,247CommonNONE
30040W108ESEVERSOURCE ENERGY$240,4320.04%4,240CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$237,2950.03%20,545CommonNONE
464288273SCZISHARES TR$236,0280.03%3,829CommonNONE
464287473IWSISHARES TR$233,9130.03%1,937CommonNONE
501044101KRKROGER CO$233,8720.03%4,684CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$233,8260.03%3,707CommonNONE
697435105PANWPALO ALTO NETWORKS INC$232,9000.03%687CommonNONE
29670G102WTRGESSENTIAL UTILS INC$230,9970.03%6,188CommonNONE
01877R108ARLPALLIANCE RESOURCE PARTNERS L$230,4130.03%9,420CommonNONE
464286525ACWVISHARES INC$229,6750.03%2,195CommonNONE
701094104PHPARKER-HANNIFIN CORP$229,2100.03%453CommonNONE
464288414MUBISHARES TR$228,0170.03%2,140CommonNONE
743315103PGRPROGRESSIVE CORP$227,0430.03%1,093CommonNONE
464288372IGFISHARES TR$226,1820.03%4,720CommonNONE
494368103KMBKIMBERLY-CLARK CORP$224,2990.03%1,623CommonNONE
189054109CLXCLOROX CO DEL$223,1520.03%1,635CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$220,8490.03%2,997CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$220,5170.03%2,513CommonNONE
62944T105NVRNVR INC$220,0680.03%29CommonNONE
N07059210ASMLASML HOLDING N V$219,9200.03%215CommonNONE
43010E404HFROHIGHLAND OPPORTUNITIES$219,7260.03%35,156CommonNONE
372460105GPCGENUINE PARTS CO$219,5510.03%1,587CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$219,4410.03%2,059CommonNONE
98980G102ZSZSCALER INC$219,0970.03%1,140CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$216,8730.03%1,837CommonNONE
66987V109NVSNOVARTIS AG$216,8410.03%2,037CommonNONE
78409V104SPGIS&P GLOBAL INC$214,3620.03%481CommonNONE
46139W791BSSXINVESCO EXCH TRD SLF IDX FD$213,3730.03%8,232CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$212,6620.03%3,199CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$212,5690.03%8,392CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$212,2920.03%2,797CommonNONE
26875P101EOGEOG RES INC$210,8320.03%1,675CommonSOLE
003261104BCIABRDN ETFS$210,5170.03%10,355CommonNONE
09247X101BLKCHFBLACKROCK INC$207,9990.03%264CommonNONE
233051630HDEFDBX ETF TR$207,4740.03%8,510CommonNONE
482480100KLACKLA CORP$207,2780.03%251CommonNONE
464288752ITBISHARES TR$204,7300.03%2,026CommonNONE
92189F643MOATVANECK ETF TRUST$203,5520.03%2,350CommonNONE
422806109HEIHEICO CORP NEW$203,2610.03%909CommonNONE
14040H105COFCAPITAL ONE FINL CORP$203,2450.03%1,468CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$202,7130.03%962CommonNONE
046353108AZNNASTRAZENECA PLC$202,1560.03%2,592CommonNONE
24823R105DNLIDENALI THERAPEUTICS INC$202,0140.03%8,700CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$200,3080.03%918CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$182,3190.03%15,074CommonNONE
553368101MPMP MATERIALS CORP$177,5070.03%13,944CommonNONE
61744H105MSDMORGAN STANLEY EMKT DBT FD I$89,6510.01%12,214CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$66,6970.01%15,475CommonNONE
916896103UECURANIUM ENERGY CORP$60,1000.01%10,000CommonNONE
649445103NYCBEURNEW YORK CMNTY BANCORP INC$35,9350.01%11,160CommonNONE
184499101CLNECLEAN ENERGY FUELS CORP$28,0350.00%10,500CommonNONE

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.