Now live: Pro — the full 13F research suite for serious investorsSee pricing →
MONECO ADVISORS, LLC

Q3 2024 · 13F-HR

MONECO ADVISORS, LLCholdings as filed

Filed 2024-10-25 · accession 0001085146-24-005135

$803.4M
Reported value
432
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$23.8M2.96%102,145CommonNONE
922908736VUGVANGUARD INDEX FDS$22.1M2.75%57,542CommonNONE
46436E718SGOVISHARES TR$19.8M2.47%196,734CommonNONE
464287101OEFISHARES TR$19.5M2.43%70,398CommonNONE
78464A508SPYVSPDR SER TR$18.4M2.29%347,579CommonNONE
594918104MSFTMICROSOFT CORP$17.1M2.13%39,694CommonNONE
464289438IWYISHARES TR$16.5M2.05%75,004CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$12.8M1.59%22,289CommonNONE
69374H881COWZPACER FDS TR$12.3M1.53%212,311CommonNONE
67066G104NVDANVIDIA CORPORATION$11.8M1.46%96,837CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$11.7M1.46%138,534CommonNONE
132061201SYLDCAMBRIA ETF TR$11.4M1.42%158,130CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.8M1.35%23,562CommonNONE
023135106AMZNAMAZON COM INC$10.7M1.33%57,412CommonNONE
78464A854SPYMSPDR SER TR$10.3M1.28%152,821CommonNONE
478160104JNJJOHNSON & JOHNSON$9.8M1.22%60,516CommonNONE
46429B697USMVISHARES TR$9.7M1.20%105,859CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$9.0M1.13%438,013CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$9.0M1.12%459,213CommonNONE
78464A763SDYSPDR SER TR$8.9M1.11%62,535CommonNONE
69374H105PTLCPACER FDS TR$8.8M1.10%168,227CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$8.6M1.08%459,318CommonNONE
69374H857CALFPACER FDS TR$8.3M1.04%179,062CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$8.1M1.01%412,181CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$8.0M0.99%387,957CommonNONE
464287150ITOTISHARES TR$7.7M0.96%61,493CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$7.6M0.95%448,054CommonNONE
46137V480XSVMINVESCO EXCHANGE TRADED FD T$7.5M0.93%136,169CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$7.1M0.88%71,989CommonNONE
922908629VOVANGUARD INDEX FDS$7.0M0.87%26,472CommonNONE
46654Q781JPEFJ P MORGAN EXCHANGE TRADED F$6.2M0.77%94,974CommonNONE
464288877EFVISHARES TR$5.4M0.67%94,153CommonNONE
464287432TLTISHARES TR$5.4M0.67%54,954CommonNONE
78463V107GLDSPDR GOLD TR$5.3M0.66%21,952CommonNONE
46432F339QUALISHARES TR$5.2M0.65%28,946CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4.9M0.61%8,376CommonNONE
46654Q773JPLDJ P MORGAN EXCHANGE TRADED F$4.7M0.59%90,455CommonNONE
46138J841BSCOINVESCO EXCH TRD SLF IDX FD$4.7M0.58%221,822CommonNONE
97717W422EPIWISDOMTREE TR$4.6M0.58%91,940CommonNONE
69374H303PTNQPACER FDS TR$4.6M0.57%62,327CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.5M0.56%25,804CommonNONE
30231G102XOMEXXON MOBIL CORP$4.4M0.55%37,823CommonNONE
02079K305GOOGLALPHABET INC$4.4M0.54%26,242CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.4M0.54%24,285CommonNONE
46435U515IBDTISHARES TR$4.3M0.54%169,630CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$4.3M0.54%37,493CommonNONE
45781V101IIPRINNOVATIVE INDL PPTYS INC$4.2M0.52%31,324CommonNONE
922908751VBVANGUARD INDEX FDS$4.2M0.52%17,719CommonNONE
46434VBD1IBDQISHARES TR$4.2M0.52%166,940CommonNONE
78468R663BILSPDR SER TR$4.2M0.52%45,368CommonNONE
922908538VOTVANGUARD INDEX FDS$4.1M0.51%16,979CommonNONE
46090E103QQQINVESCO QQQ TR$3.9M0.49%8,086CommonNONE
78464A201SLYGSPDR SER TR$3.9M0.49%42,270CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$3.9M0.48%76,947CommonNONE
00326A104SGOLETFS GOLD TR$3.8M0.47%151,481CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$3.6M0.45%265,799CommonNONE
78468R200FLRNSPDR SER TR$3.6M0.44%115,245CommonNONE
002824100ABTABBOTT LABS$3.6M0.44%31,148CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$3.5M0.44%120,918CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$3.4M0.43%75,396CommonNONE
88160R101TSLATESLA INC$3.3M0.42%12,779CommonNONE
30303M102METAMETA PLATFORMS INC$3.3M0.41%5,803CommonNONE
921910840MGVVANGUARD WORLD FD$3.3M0.40%25,341CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.2M0.40%5,159CommonNONE
464287234EEMISHARES TR$3.2M0.40%69,424CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.2M0.39%11,404CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.1M0.39%14,918CommonNONE
25746U109DDOMINION ENERGY INC$3.1M0.39%54,395CommonNONE
922908744VTVVANGUARD INDEX FDS$3.1M0.39%17,863CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TR ETH$3.1M0.39%141,802CommonNONE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$3.1M0.38%183,862CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$3.0M0.37%79,598CommonNONE
46434VBG4IBDPISHARES TR$3.0M0.37%118,589CommonNONE
46138E784PCYINVESCO EXCH TRADED FD TR II$2.9M0.37%136,467CommonNONE
46428Q109SLVISHARES SILVER TR$2.9M0.36%102,655CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$2.9M0.36%40,777CommonNONE
532457108LLYELI LILLY & CO$2.9M0.36%3,237CommonNONE
00287Y109ABBVABBVIE INC$2.9M0.36%14,494CommonNONE
78464A409SPYGSPDR SER TR$2.8M0.35%33,784CommonNONE
166764100CVXCHEVRON CORP NEW$2.8M0.34%18,792CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$2.7M0.34%24,124CommonNONE
02209S103MOALTRIA GROUP INC$2.7M0.34%53,104CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.6M0.33%11,977CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.6M0.33%58,567CommonNONE
464287614IWFISHARES TR$2.6M0.33%6,975CommonNONE
92826C839VVISA INC$2.6M0.32%9,490CommonNONE
11135F101AVGOBROADCOM INC$2.6M0.32%15,076CommonNONE
22822V101CCICROWN CASTLE INC$2.5M0.31%21,137CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.5M0.31%2,808CommonNONE
46432F842IEFAISHARES TR$2.5M0.31%31,803CommonNONE
713448108PEPPEPSICO INC$2.5M0.30%14,409CommonNONE
46139W825BSCXINVESCO EXCH TRD SLF IDX FD$2.4M0.30%111,677CommonNONE
46435UAA9IBDSISHARES TR$2.4M0.30%98,015CommonNONE
02079K107GOOGALPHABET INC$2.4M0.29%14,173CommonNONE
46434G103IEMGISHARES INC$2.3M0.29%40,929CommonNONE
46435GAA0IBDRISHARES TR$2.3M0.29%94,886CommonNONE
464287200IVVISHARES TR$2.3M0.29%3,975CommonNONE
922908769VTIVANGUARD INDEX FDS$2.3M0.28%7,990CommonNONE
74348A467NOBLPROSHARES TR$2.2M0.28%21,045CommonNONE
46436E205IBDUISHARES TR$2.2M0.27%92,855CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2.1M0.26%11,507CommonNONE
194162103CLCOLGATE PALMOLIVE CO$2.1M0.26%20,217CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$2.1M0.26%90,387CommonNONE
922908611VBRVANGUARD INDEX FDS$2.0M0.25%10,194CommonNONE
46428R107GSGISHARES S&P GSCI COMMODITY-$2.0M0.25%96,430CommonNONE
922908553VNQVANGUARD INDEX FDS$2.0M0.25%20,627CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.0M0.25%12,986CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.0M0.24%8,637CommonNONE
922908595VBKVANGUARD INDEX FDS$1.9M0.24%7,278CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$1.9M0.24%11,941CommonNONE
437076102HDHOME DEPOT INC$1.9M0.23%4,599CommonNONE
149123101CATCATERPILLAR INC$1.8M0.22%4,559CommonNONE
47103U852JMBSJANUS DETROIT STR TR$1.8M0.22%37,922CommonNONE
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$1.7M0.22%69,136CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.7M0.21%19,552CommonNONE
254687106DISDISNEY WALT CO$1.7M0.21%17,739CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.7M0.21%8,606CommonNONE
464287655IWMISHARES TR$1.7M0.21%7,694CommonNONE
92189F676SMHVANECK ETF TRUST$1.7M0.21%6,920CommonNONE
464287606IJKISHARES TR$1.7M0.21%18,318CommonNONE
46434V282LRGFISHARES TR$1.6M0.20%27,163CommonNONE
68389X105ORCLORACLE CORP$1.6M0.20%9,341CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1.5M0.18%29,511CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.5M0.18%27,748CommonNONE
75513E101RTXRTX CORPORATION$1.4M0.18%11,796CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$1.4M0.18%98,556CommonNONE
64110L106NFLXNETFLIX INC$1.4M0.17%1,975CommonNONE
46138J395BSJTINVESCO EXCH TRD SLF IDX FD$1.4M0.17%63,524CommonNONE
922908512VOEVANGUARD INDEX FDS$1.4M0.17%8,269CommonNONE
580135101MCDMCDONALDS CORP$1.4M0.17%4,533CommonNONE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$1.4M0.17%18,327CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.3M0.16%7,910CommonNONE
191216100KOCOCA COLA CO$1.3M0.16%17,636CommonNONE
464287499IWRISHARES TR$1.3M0.16%14,367CommonNONE
79466L302CRMSALESFORCE INC$1.3M0.16%4,618CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.2M0.15%2,115CommonNONE
58933Y105MRKMERCK & CO INC$1.2M0.15%10,851CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1.2M0.15%15,229CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.2M0.15%24,237CommonNONE
126650100CVSCVS HEALTH CORP$1.2M0.15%19,528CommonNONE
78468R853SPSMSPDR SER TR$1.2M0.15%26,269CommonNONE
682189105ONON SEMICONDUCTOR CORP$1.2M0.15%16,383CommonNONE
46138J528INVESCO EXCH TRD SLF IDX FD$1.2M0.15%47,611CommonNONE
46432F396MTUMISHARES TR$1.2M0.14%5,714CommonNONE
907818108UNPUNION PAC CORP$1.2M0.14%4,693CommonNONE
97717X669DGRWWISDOMTREE TR$1.2M0.14%13,901CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1.1M0.14%24,026CommonNONE
46138J486BSMSINVESCO EXCH TRD SLF IDX FD$1.1M0.14%47,596CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$1.1M0.14%64,118CommonNONE
464287598IWDISHARES TR$1.1M0.13%5,670CommonNONE
78464A839MDYVSPDR SER TR$1.1M0.13%13,472CommonNONE
92189F106GDXVANECK ETF TRUST$1.1M0.13%26,875CommonNONE
931142103WMTWALMART INC$1.1M0.13%13,130CommonNONE
46138J510BSMQINVESCO EXCH TRD SLF IDX FD$1.1M0.13%44,506CommonNONE
438516106HONHONEYWELL INTL INC$1.0M0.13%5,027CommonNONE
74340W103PLDPROLOGIS INC.$1.0M0.13%7,998CommonNONE
94106L109WMWASTE MGMT INC DEL$987,7800.12%4,758CommonNONE
46138J445BSMUINVESCO EXCH TRD SLF IDX FD$978,3450.12%44,169CommonNONE
65339F101NEENEXTERA ENERGY INC$975,3240.12%11,538CommonNONE
464287309IVWISHARES TR$974,7210.12%10,180CommonNONE
00206R102TAT&T INC$970,6940.12%44,122CommonNONE
718546104PSXPHILLIPS 66$956,9920.12%7,280CommonNONE
46138J478BSMTINVESCO EXCH TRD SLF IDX FD$956,8160.12%41,118CommonNONE
464287481IWPISHARES TR$951,7090.12%8,114CommonNONE
464287507IJHISHARES TR$919,8750.11%14,761CommonNONE
46138J494BSMRINVESCO EXCH TRD SLF IDX FD$914,1050.11%38,570CommonNONE
921937827BSVVANGUARD BD INDEX FDS$909,6670.11%11,560CommonNONE
78464A821MDYGSPDR SER TR$901,4180.11%10,274CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$897,8000.11%12,516CommonNONE
548661107LOWLOWES COS INC$878,3570.11%3,243CommonNONE
038222105AMATAPPLIED MATLS INC$877,1160.11%4,341CommonNONE
060505104BACBANK AMERICA CORP$874,2650.11%22,033CommonNONE
09260D107BXBLACKSTONE INC$873,7120.11%5,706CommonNONE
33735B108FNXFIRST TR MID CAP CORE ALPHAD$870,3170.11%7,429CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$869,2400.11%7,561CommonNONE
922908363VOOVANGUARD INDEX FDS$864,9090.11%1,639CommonNONE
69374H683PTINPACER FDS TR$855,6930.11%27,674CommonNONE
78464A847SPMDSPDR SER TR$853,9710.11%15,618CommonNONE
46138J452BSJSINVESCO EXCH TRD SLF IDX FD$853,4000.11%38,511CommonNONE
06738C778DJPBARCLAYS BANK PLC$845,5580.11%26,227CommonNONE
57636Q104MAMASTERCARD INCORPORATED$835,9860.10%1,693CommonNONE
42809H107HESHESS CORP$828,9230.10%6,104CommonNONE
031162100AMGNAMGEN INC$826,8530.10%2,566CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$825,6870.10%12,169CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$812,2050.10%7,375CommonNONE
92647N535USTBVICTORY PORTFOLIOS II$802,9380.10%15,803CommonNONE
33939L506TDTTFLEXSHARES TR$777,7730.10%32,340CommonNONE
842587107SOSOUTHERN CO$775,5150.10%8,600CommonNONE
46139W817BSJVINVESCO EXCH TRD SLF IDX FD$772,6300.10%28,733CommonNONE
G29183103ETNEATON CORP PLC$772,3190.10%2,330CommonNONE
33739N108FMBFIRST TR EXCHANGE-TRADED FD$764,1090.10%14,706CommonNONE
33734Y109FYXFIRST TR SML CP CORE ALPHA F$762,6800.09%7,663CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$761,0730.09%12,789CommonNONE
464287705IJJISHARES TR$742,5850.09%6,007CommonNONE
17275R102CSCOCISCO SYS INC$740,3670.09%13,911CommonNONE
46436E726IBDVISHARES TR$720,5920.09%32,503CommonNONE
00039J103YEARAB ACTIVE ETFS INC$712,8960.09%14,021CommonNONE
863667101SYKSTRYKER CORPORATION$700,6300.09%1,939CommonNONE
461202103INTUINTUIT$692,8420.09%1,116CommonNONE
717081103PFEPFIZER INC$687,4940.09%23,756CommonNONE
464288687PFFISHARES TR$683,1730.09%20,559CommonNONE
85208P303URNMSPROTT FDS TR$676,8490.08%14,753CommonNONE
773903109ROKROCKWELL AUTOMATION INC$675,7610.08%2,517CommonNONE
464287622IWBISHARES TR$675,6840.08%2,149CommonNONE
05464T104AXSMAXSOME THERAPEUTICS INC$670,8800.08%7,465CommonNONE
464285204IAUISHARES GOLD TR$667,2230.08%13,425CommonNONE
78464A300SLYVSPDR SER TR$665,8180.08%7,669CommonNONE
452308109ITWILLINOIS TOOL WKS INC$663,2270.08%2,531CommonNONE
747525103QCOMQUALCOMM INC$660,3270.08%3,883CommonNONE
097023105BABOEING CO$655,8650.08%4,314CommonNONE
46434V381XTISHARES TR$653,9730.08%10,742CommonNONE
651639106NEMNEWMONT CORP$653,0940.08%12,219CommonNONE
337738108FISVFISERV INC$645,3030.08%3,592CommonNONE
29273V100ETENERGY TRANSFER L P$641,1540.08%39,947CommonNONE
72201R833MINTPIMCO ETF TR$638,2000.08%6,338CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$634,4530.08%3,653CommonNONE
464287457SHYISHARES TR$625,1810.08%7,519CommonNONE
464287804IJRISHARES TR$619,3150.08%5,295CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$615,8540.08%15,743CommonNONE
46434V860TFLOISHARES TR$612,7660.08%12,110CommonNONE
29250N105ENBENBRIDGE INC$611,4140.08%15,056CommonNONE
369604301GEGE AEROSPACE$609,5740.08%3,232CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$606,0090.08%3,017CommonNONE
46138E297EELVINVESCO EXCH TRADED FD TR II$593,4110.07%22,745CommonNONE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$592,6960.07%6,982CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$591,1510.07%4,611CommonNONE
37954Y673PAVEGLOBAL X FDS$584,3610.07%14,197CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$581,0820.07%5,665CommonNONE
172908105CTASCINTAS CORP$578,7290.07%2,811CommonSOLE
46139W791BSSXINVESCO EXCH TRD SLF IDX FD$577,8560.07%21,930CommonNONE
231021106CMICUMMINS INC$575,4890.07%1,777CommonNONE
500754106KHCKRAFT HEINZ CO$574,3940.07%16,360CommonNONE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$571,9780.07%17,852CommonNONE
345370860FFORD MTR CO$570,8140.07%54,054CommonNONE
46139W841BSJUINVESCO EXCH TRD SLF IDX FD$569,6550.07%21,586CommonNONE
46429B689EFAVISHARES TR$568,1750.07%7,408CommonNONE
G5960L103MDTMEDTRONIC PLC$566,5800.07%6,293CommonNONE
872540109TJXTJX COS INC NEW$566,0000.07%4,815CommonNONE
82509L107SHOPSHOPIFY INC$556,8130.07%6,948CommonNONE
20825C104COPCONOCOPHILLIPS$552,9130.07%5,252CommonNONE
48251W104KKRKKR & CO INC$552,4150.07%4,230CommonNONE
464289446IWLISHARES TR$551,7890.07%3,929CommonNONE
50212V100LPLALPL FINL HLDGS INC$550,6210.07%2,367CommonNONE
46138J536BSMOINVESCO EXCH TRD SLF IDX FD$545,3310.07%21,971CommonNONE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$543,1940.07%23,159CommonNONE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$537,3380.07%25,624CommonNONE
464288885EFGISHARES TR$535,6610.07%4,976CommonNONE
375558103GILDGILEAD SCIENCES INC$532,5960.07%6,353CommonNONE
69374H204PTMCPACER FDS TR$532,2310.07%14,338CommonNONE
886364702SPSKTIDAL ETF TR$526,3360.07%28,580CommonNONE
682680103OKEONEOK INC NEW$516,5150.06%5,668CommonNONE
09257A108BCXBLACKROCK RES & COMMODITIES$515,9690.06%53,747CommonNONE
46138J411BSMVINVESCO EXCH TRD SLF IDX FD$512,9250.06%24,075CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$512,7530.06%1,044CommonNONE
595112103MUMICRON TECHNOLOGY INC$509,1000.06%4,909CommonNONE
37733W204GSKGSK PLC$503,5740.06%12,318CommonNONE
33939L845QDEFFLEXSHARES TR$500,4970.06%6,999CommonNONE
055622104BPBP PLC$496,5270.06%15,818CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$487,6360.06%7,976CommonNONE
872590104TMUST-MOBILE US INC$487,1100.06%2,360CommonNONE
46436E486IBDWISHARES TR$485,2320.06%22,867CommonNONE
369550108GDGENERAL DYNAMICS CORP$483,0840.06%1,599CommonNONE
780259305SHELSHELL PLC$482,7290.06%7,320CommonNONE
67077M108NTRNUTRIEN LTD$480,4430.06%9,997CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$477,2570.06%1,350CommonNONE
921937835BNDVANGUARD BD INDEX FDS$475,2180.06%6,327CommonNONE
92537N108VRTVERTIV HOLDINGS CO$466,9570.06%4,694CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$464,9590.06%4,463CommonNONE
46139W783BSCYINVESCO EXCH TRD SLF IDX FD$463,2240.06%21,965CommonNONE
012653101ALBALBEMARLE CORP$463,0430.06%4,889CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$459,2800.06%928CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$456,9760.06%1,952CommonNONE
291011104EMREMERSON ELEC CO$454,6000.06%4,157CommonNONE
46434V266ISCFISHARES TR$453,3060.06%12,860CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$452,5790.06%393CommonNONE
576323109MTZMASTEC INC$448,4530.06%3,643CommonNONE
55261F104MTBM & T BK CORP$447,8320.06%2,514CommonNONE
30040W108ESEVERSOURCE ENERGY$447,6100.06%6,578CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$442,7970.06%9,254CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$440,4320.05%8,512CommonNONE
127097103CTRACOTERRA ENERGY INC$439,5520.05%18,353CommonNONE
G54950103LINLINDE PLC$436,9650.05%916CommonNONE
922908652VXFVANGUARD INDEX FDS$432,9960.05%2,379CommonNONE
025816109AXPAMERICAN EXPRESS CO$431,7300.05%1,592CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$421,9610.05%9,311CommonNONE
032654105ADIANALOG DEVICES INC$418,6590.05%1,819CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$416,7370.05%6,615CommonNONE
34959E109FTNTFORTINET INC$404,6560.05%5,218CommonNONE
78464A805SPTMSPDR SER TR$401,5180.05%5,731CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$401,3470.05%7,879CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$398,6830.05%9,547CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$398,6380.05%6,871CommonNONE
808524607SCHASCHWAB STRATEGIC TR$396,2010.05%7,693CommonNONE
H1467J104CBCHUBB LIMITED$395,4350.05%1,371CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$394,7750.05%878CommonNONE
464288703ISCVISHARES TR$390,3410.05%6,149CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$390,0490.05%4,853CommonNONE
949746101WMT2WELLS FARGO CO NEW$388,8520.05%6,884CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$387,8140.05%7,713CommonNONE
718172109PMPHILIP MORRIS INTL INC$382,3170.05%3,149CommonNONE
00724F101ADBEADOBE INC$378,1550.05%730CommonNONE
464287671IUSGISHARES TR$376,8780.05%2,857CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$376,6130.05%5,878CommonNONE
92204A702VGTVANGUARD WORLD FD$375,0860.05%640CommonNONE
244199105DEDEERE & CO$372,3860.05%892CommonNONE
88579Y101MMM3M CO$371,8720.05%2,720CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$371,1820.05%9,978CommonNONE
235851102DHRDANAHER CORPORATION$367,6950.05%1,323CommonNONE
35473P108DIVIFRANKLIN TEMPLETON ETF TR$366,0860.05%11,040CommonNONE
87612E106TGTTARGET CORP$365,8140.05%2,347CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$364,0750.05%4,844CommonNONE
G8267P108SWSMURFIT WESTROCK PLC$362,6290.05%7,338CommonNONE
87911J103HQHABRDN HEALTHCARE INVESTORS$360,6190.04%19,367CommonNONE
33734X168FXZFIRST TR EXCHANGE TRADED FD$360,0120.04%5,370CommonNONE
458140100INTCINTEL CORP$356,5990.04%15,200CommonNONE
172967424CCITIGROUP INC$356,5790.04%5,696CommonNONE
464287689IWVISHARES TR$353,7890.04%1,083CommonNONE
37954Y343MLPAGLOBAL X FDS$348,0860.04%7,255CommonNONE
464287408IVEISHARES TR$347,0190.04%1,760CommonNONE
92189F791GDXJVANECK ETF TRUST$346,0140.04%7,089CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$341,6480.04%2,905CommonNONE
92204A876VPUVANGUARD WORLD FD$341,4400.04%1,962CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$336,7370.04%1,566CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$334,6850.04%1,316CommonNONE
824348106SHWSHERWIN WILLIAMS CO$334,2460.04%876CommonNONE
316092360FFLCFIDELITY COVINGTON TRUST$330,8070.04%7,245CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$328,5490.04%4,082CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$323,5520.04%3,861CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$318,6940.04%820CommonNONE
89151E109TTENTOTALENERGIES SE$316,6340.04%4,900CommonNONE
091941104BGTBLACKROCK FLOATING RATE INC$315,4380.04%24,377CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$314,3410.04%3,272CommonNONE
21036P108STZCONSTELLATION BRANDS INC$314,2360.04%1,219CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$312,5110.04%6,170CommonNONE
922020805VTIPVANGUARD MALVERN FDS$311,7380.04%6,322CommonNONE
756109104OREALTY INCOME CORP$310,3920.04%4,894CommonNONE
302635206FSKFS KKR CAP CORP$309,7840.04%15,701CommonNONE
97717W505DONWISDOMTREE TR$309,0890.04%6,045CommonNONE
808524698SCHISCHWAB STRATEGIC TR$304,6940.04%6,601CommonNONE
760759100RSGREPUBLIC SVCS INC$296,9420.04%1,479CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$295,7400.04%7,192CommonNONE
464287440IEFISHARES TR$292,9890.04%2,986CommonNONE
075887109BDXBECTON DICKINSON & CO$292,9710.04%1,215CommonNONE
46435G425ESGUISHARES TR$292,8140.04%2,321CommonNONE
G87052109TELTE CONNECTIVITY PLC$291,2180.04%1,929CommonSOLE
609207105MDLZMONDELEZ INTL INC$288,9870.04%3,923CommonNONE
03076C106AMPAMERIPRISE FINL INC$288,9620.04%615CommonNONE
04010L103ARCCARES CAPITAL CORP$288,1980.04%13,763CommonNONE
701094104PHPARKER-HANNIFIN CORP$286,3340.04%453CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$285,0900.04%3,953CommonNONE
62944T105NVRNVR INC$284,5420.04%29CommonNONE
98149E303GLDMWORLD GOLD TR$284,3690.04%5,455CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$283,7740.04%4,266CommonNONE
46435G839HSCZISHARES TR$281,0560.03%8,602CommonNONE
46435U325IBMQISHARES TR$280,2130.03%10,933CommonNONE
46435U697ISHARES TR$279,9750.03%10,727CommonNONE
46435U259IBMOISHARES TR$279,4600.03%10,893CommonNONE
46435U432ISHARES TR$279,0770.03%10,468CommonNONE
46435U283IBMPISHARES TR$278,4990.03%10,943CommonNONE
46139W833BSMWINVESCO EXCH TRD SLF IDX FD$278,3930.03%10,862CommonNONE
67092P409NUMGNUSHARES ETF TR$274,2090.03%6,118CommonNONE
743315103PGRPROGRESSIVE CORP$271,8010.03%1,071CommonNONE
697435105PANWPALO ALTO NETWORKS INC$270,3640.03%791CommonNONE
20030N101CMCSACOMCAST CORP NEW$270,0020.03%6,464CommonNONE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$268,7430.03%9,730CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$268,4740.03%3,009CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$268,3280.03%303CommonNONE
501044101KRKROGER CO$267,6070.03%4,670CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$266,3590.03%1,110CommonNONE
24823R105DNLIDENALI THERAPEUTICS INC$265,0830.03%9,100CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$264,4620.03%3,294CommonNONE
464287648IWOISHARES TR$263,0680.03%926CommonNONE
33737K205NXTGFIRST TR EXCHANGE TRADED FD$262,0200.03%3,000CommonNONE
189054109CLXCLOROX CO DEL$259,7040.03%1,594CommonNONE
98419M100XYLXYLEM INC$259,2580.03%1,920CommonNONE
882508104TXNTEXAS INSTRS INC$258,2570.03%1,250CommonNONE
464288752ITBISHARES TR$257,7270.03%2,028CommonNONE
464287473IWSISHARES TR$256,2120.03%1,937CommonNONE
09247X101BLKCHFBLACKROCK INC$254,2090.03%268CommonNONE
125523100CITHE CIGNA GROUP$252,2080.03%728CommonNONE
494368103KMBKIMBERLY-CLARK CORP$248,9900.03%1,750CommonNONE
46138E222IDMOINVESCO EXCH TRADED FD TR II$246,1500.03%5,850CommonNONE
78409V104SPGIS&P GLOBAL INC$245,7930.03%476CommonNONE
464286525ACWVISHARES INC$243,5940.03%2,127CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$242,3150.03%6,650CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$241,4080.03%457CommonNONE
92686J106VKTXVIKING THERAPEUTICS INC$241,2110.03%3,810CommonNONE
29670G102WTRGESSENTIAL UTILS INC$238,6700.03%6,188CommonNONE
31428X106FDXFEDEX CORP$236,7610.03%865CommonNONE
422806109HEIHEICO CORP NEW$236,6390.03%905CommonNONE
78468R606SPHYSPDR SER TR$235,3530.03%9,786CommonNONE
670100205NVONOVO-NORDISK A S$235,0060.03%1,974CommonNONE
464287226AGGISHARES TR$231,2760.03%2,284CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$230,9310.03%4,306CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$229,7730.03%2,961CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$229,5870.03%1,838CommonNONE
443201108HWMHOWMET AEROSPACE INC$229,4910.03%2,289CommonNONE
233051630HDEFDBX ETF TR$228,8340.03%8,510CommonNONE
056752108BIDUBAIDU INC$228,7950.03%2,173CommonNONE
655844108NSCNORFOLK SOUTHN CORP$226,1540.03%910CommonNONE
706327103PBAPEMBINA PIPELINE CORP$223,3990.03%5,417CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$222,5930.03%2,170CommonNONE
14040H105COFCAPITAL ONE FINL CORP$219,8040.03%1,468CommonNONE
046353108AZNNASTRAZENECA PLC$219,0110.03%2,811CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$217,8720.03%1,838CommonNONE
615369105MCOMOODYS CORP$217,8370.03%459CommonNONE
12572Q105CMECME GROUP INC$217,7850.03%987CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$215,7280.03%967CommonNONE
92189F643MOATVANECK ETF TRUST$215,0550.03%2,218CommonNONE
553368101MPMP MATERIALS CORP$214,0240.03%12,126CommonNONE
78470P200STOTSSGA ACTIVE TR$213,6620.03%4,501CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$212,7470.03%1,038CommonNONE
66987V109NVSNOVARTIS AG$212,4230.03%1,847CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$211,6000.03%918CommonNONE
303075105FDSFACTSET RESH SYS INC$210,1510.03%457CommonNONE
92204A504VHTVANGUARD WORLD FD$210,0370.03%744CommonNONE
025072307QGROAMERICAN CENTY ETF TR$209,8630.03%2,305CommonNONE
81589A205SEIMSEI EXCHANGE TRADED FUNDS$209,2430.03%5,793CommonNONE
372460105GPCGENUINE PARTS CO$206,9700.03%1,482CommonNONE
26875P101EOGEOG RES INC$205,9080.03%1,675CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$204,7500.03%4,337CommonNONE
464287465EFAISHARES TR$203,9740.03%2,439CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$203,4320.03%2,060CommonNONE
058498106BALLBALL CORP$202,1950.03%2,977CommonNONE
808513105SCHWSCHWAB CHARLES CORP$200,4570.02%3,093CommonNONE
43010E404HFROHIGHLAND OPPORTUNITIES$162,3950.02%26,492CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$133,1810.02%14,864CommonNONE
61744H105MSDMORGAN STANLEY EMKT DBT FD I$115,3340.01%14,544CommonNONE
293594107ENVXENOVIX CORPORATION$109,6980.01%11,745CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$82,9240.01%14,175CommonNONE
916896103UECURANIUM ENERGY CORP$62,1000.01%10,000CommonNONE
184499101CLNECLEAN ENERGY FUELS CORP$32,6550.00%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.