MondegarAI
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Q3 2024 · 13F-HR

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COholdings as filed

Filed 2024-11-12 · accession 0001085146-24-005524

$112.56B
Reported value
3,585
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 3585

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$16.90B15.0%29,291,410CommonNONE
921937835BNDVANGUARD BD INDEX FDS$8.33B7.40%110,965,549CommonNONE
464287507IJHISHARES TR$6.67B5.93%107,029,051CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$6.36B5.65%154,715,058CommonNONE
464287804IJRISHARES TR$4.25B3.78%36,340,416CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.00B3.56%22,348,470CommonNONE
464287432TLTISHARES TR$3.53B3.13%35,964,128CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.05B2.71%5,316,371CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.96B2.63%61,771,416CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.85B2.53%53,908,781CommonNONE
46432F842IEFAISHARES TR$2.37B2.11%30,356,398CommonNONE
46432F388VLUEISHARES TR$2.12B1.88%19,456,318CommonNONE
464286608EZUISHARES INC$2.04B1.81%39,057,497CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.67B1.48%32,666,395CommonNONE
46090E103QQQINVESCO QQQ TR$1.52B1.35%3,112,439CommonNONE
922908629VOVANGUARD INDEX FDS$1.48B1.31%5,596,286CommonNONE
46434V613IUSBISHARES TR$965.4M0.86%20,487,324CommonNONE
464287226AGGISHARES TR$963.0M0.86%9,509,024CommonNONE
46434G103IEMGISHARES INC$960.0M0.85%16,722,297CommonNONE
922908363VOOVANGUARD INDEX FDS$928.8M0.83%1,760,216CommonNONE
922908553VNQVANGUARD INDEX FDS$828.7M0.74%8,506,344CommonNONE
69374H881COWZPACER FDS TR$820.2M0.73%14,182,678CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$815.8M0.72%7,222,974CommonNONE
037833100AAPLAPPLE INC$805.0M0.72%3,454,895CommonNONE
594918104MSFTMICROSOFT CORP$729.9M0.65%1,696,361CommonNONE
922908637VVVANGUARD INDEX FDS$690.7M0.61%2,623,478CommonNONE
464288414MUBISHARES TR$685.7M0.61%6,312,287CommonNONE
67066G104NVDANVIDIA CORPORATION$638.2M0.57%5,255,434CommonNONE
922908736VUGVANGUARD INDEX FDS$619.4M0.55%1,613,392CommonNONE
921937819BIVVANGUARD BD INDEX FDS$607.5M0.54%7,751,287CommonNONE
023135106AMZNAMAZON COM INC$549.6M0.49%2,949,770CommonNONE
922908744VTVVANGUARD INDEX FDS$525.8M0.47%3,011,985CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$499.9M0.44%5,913,411CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$445.9M0.40%2,219,940CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$439.4M0.39%6,476,490CommonNONE
46435G409IVLUISHARES TR$435.7M0.39%14,754,862CommonNONE
922908751VBVANGUARD INDEX FDS$427.1M0.38%1,800,718CommonNONE
464287440IEFISHARES TR$417.6M0.37%4,256,456CommonNONE
46432F339QUALISHARES TR$408.4M0.36%2,277,928CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$385.1M0.34%10,569,248CommonNONE
464287622IWBISHARES TR$383.3M0.34%1,219,236CommonNONE
233051200DBEFDBX ETF TR$381.8M0.34%9,086,103CommonNONE
464287572IOOISHARES TR$374.6M0.33%3,777,949CommonNONE
02079K305GOOGLALPHABET INC$349.4M0.31%2,106,909CommonNONE
92204A702VGTVANGUARD WORLD FD$323.0M0.29%550,688CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$308.3M0.27%541,164CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$297.4M0.26%1,501,406CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$277.4M0.25%9,199,575CommonNONE
46434G764EMXCISHARES INC$273.2M0.24%4,470,947CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$249.2M0.22%541,485CommonNONE
30303M102METAMETA PLATFORMS INC$249.0M0.22%435,029CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$246.7M0.22%2,061,142CommonNONE
922908769VTIVANGUARD INDEX FDS$246.5M0.22%870,635CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$237.1M0.21%6,816,490CommonNONE
464287614IWFISHARES TR$231.2M0.21%616,021CommonNONE
69374H857CALFPACER FDS TR$215.7M0.19%4,637,267CommonNONE
78468R721TFISPDR SER TR$215.5M0.19%4,602,361CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$209.5M0.19%993,654CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$208.8M0.19%4,467,913CommonNONE
464285204IAUISHARES GOLD TR$205.9M0.18%4,143,602CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$197.1M0.18%2,371,743CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$193.0M0.17%1,852,226CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$190.1M0.17%1,853,243CommonNONE
46429B697USMVISHARES TR$187.9M0.17%2,057,321CommonNONE
464287465EFAISHARES TR$183.7M0.16%2,196,788CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$174.9M0.16%7,546,960CommonNONE
532457108LLYELI LILLY & CO$168.9M0.15%190,648CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$162.6M0.14%6,028,731CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$162.1M0.14%3,276,063CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$160.0M0.14%4,280,720CommonNONE
464287309IVWISHARES TR$157.5M0.14%1,645,387CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$152.7M0.14%172,296CommonNONE
922908512VOEVANGUARD INDEX FDS$151.1M0.13%901,066CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$149.2M0.13%2,507,832CommonNONE
46436E718SGOVISHARES TR$147.2M0.13%1,461,831CommonNONE
02079K107GOOGALPHABET INC$146.8M0.13%878,003CommonNONE
92826C839VVISA INC$143.9M0.13%523,228CommonNONE
78464A854SPYMSPDR SER TR$141.4M0.13%2,094,276CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$141.1M0.13%241,367CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$141.0M0.13%859,350CommonNONE
69374H709GCOWPACER FDS TR$138.7M0.12%3,802,118CommonNONE
92204A504VHTVANGUARD WORLD FD$138.2M0.12%489,566CommonNONE
922908538VOTVANGUARD INDEX FDS$135.4M0.12%556,286CommonNONE
57636Q104MAMASTERCARD INCORPORATED$132.2M0.12%267,769CommonNONE
46434V647REETISHARES TR$128.3M0.11%4,805,286CommonNONE
464287564ICFISHARES TR$128.2M0.11%1,945,501CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$128.2M0.11%3,106,039CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$127.5M0.11%1,340,029CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$124.1M0.11%2,446,295CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$121.3M0.11%1,878,117CommonNONE
92189H201ITMVANECK ETF TRUST$120.9M0.11%2,576,103CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$120.6M0.11%1,256,543CommonNONE
437076102HDHOME DEPOT INC$120.5M0.11%297,329CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$120.1M0.11%283,780CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$118.1M0.10%1,994,278CommonNONE
78468R739SHMSPDR SER TR$114.6M0.10%2,380,978CommonNONE
46434V621DGROISHARES TR$112.1M0.10%1,788,882CommonNONE
742718109PGPROCTER AND GAMBLE CO$108.2M0.10%624,860CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$107.9M0.10%1,792,724CommonNONE
78464A870XBISPDR SER TR$107.8M0.10%1,090,937CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$106.2M0.09%1,613,239CommonNONE
464287481IWPISHARES TR$104.7M0.09%892,878CommonNONE
46429B689EFAVISHARES TR$102.2M0.09%1,332,252CommonNONE
79466L302CRMSALESFORCE INC$101.9M0.09%372,434CommonNONE
78463V107GLDSPDR GOLD TR$101.7M0.09%418,383CommonNONE
46435G425ESGUISHARES TR$100.1M0.09%793,662CommonNONE
11135F101AVGOBROADCOM INC$99.0M0.09%574,016CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$97.6M0.09%1,916,421CommonNONE
464287655IWMISHARES TR$97.3M0.09%440,419CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$96.5M0.09%1,434,374CommonNONE
464287606IJKISHARES TR$95.1M0.08%1,034,623CommonNONE
92204A876VPUVANGUARD WORLD FD$94.5M0.08%542,780CommonNONE
92189F643MOATVANECK ETF TRUST$93.7M0.08%966,547CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$93.2M0.08%1,817,586CommonNONE
46434V456IQLTISHARES TR$92.9M0.08%2,238,493CommonNONE
464287499IWRISHARES TR$88.8M0.08%1,007,781CommonNONE
166764100CVXCHEVRON CORP NEW$88.7M0.08%602,463CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$85.8M0.08%2,502,297CommonNONE
92189H409HYDVANECK ETF TRUST$84.9M0.08%1,598,923CommonNONE
464287242LQDISHARES TR$84.5M0.08%747,800CommonNONE
464287887IJTISHARES TR$83.3M0.07%597,339CommonNONE
038222105AMATAPPLIED MATLS INC$83.2M0.07%411,679CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$82.2M0.07%785,446CommonNONE
464287457SHYISHARES TR$81.5M0.07%979,563CommonNONE
808524607SCHASCHWAB STRATEGIC TR$81.3M0.07%1,578,689CommonNONE
002824100ABTABBOTT LABS$81.1M0.07%711,708CommonNONE
46435U549EAGGISHARES TR$80.8M0.07%1,663,796CommonNONE
65339F101NEENEXTERA ENERGY INC$80.3M0.07%950,113CommonNONE
46435G516ESGDISHARES TR$80.2M0.07%953,035CommonNONE
00724F101ADBEADOBE INC$79.8M0.07%154,067CommonNONE
78464A607RWRSPDR SER TR$79.8M0.07%747,323CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$79.4M0.07%3,432,262CommonNONE
464287598IWDISHARES TR$78.4M0.07%412,809CommonNONE
921937827BSVVANGUARD BD INDEX FDS$78.3M0.07%995,255CommonNONE
149123101CATCATERPILLAR INC$78.0M0.07%199,326CommonNONE
697435105PANWPALO ALTO NETWORKS INC$77.9M0.07%227,853CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$77.8M0.07%775,253CommonNONE
464288158SUBISHARES TR$77.1M0.07%725,959CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$76.7M0.07%2,042,351CommonNONE
464287762IYHISHARES TR$76.6M0.07%1,177,896CommonNONE
464288521USRTISHARES TR$74.6M0.07%1,211,616CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$74.5M0.07%2,238,311CommonNONE
464287705IJJISHARES TR$73.8M0.07%596,985CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$73.1M0.06%920,176CommonNONE
92189F676SMHVANECK ETF TRUST$71.7M0.06%292,204CommonNONE
78409V104SPGIS&P GLOBAL INC$71.2M0.06%137,915CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$71.0M0.06%114,799CommonNONE
75513E101RTXRTX CORPORATION$71.0M0.06%585,956CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$70.9M0.06%1,003,921CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$69.8M0.06%554,405CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$69.7M0.06%1,715,213CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$69.2M0.06%1,223,074CommonNONE
464288885EFGISHARES TR$68.9M0.06%639,834CommonNONE
37954Y673PAVEGLOBAL X FDS$67.7M0.06%1,645,549CommonNONE
88160R101TSLATESLA INC$67.7M0.06%258,770CommonNONE
464287671IUSGISHARES TR$67.5M0.06%511,565CommonNONE
464288877EFVISHARES TR$67.3M0.06%1,169,467CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$67.0M0.06%1,134,422CommonNONE
036752103ELVELEVANCE HEALTH INC$66.8M0.06%128,370CommonNONE
464287788IYFISHARES TR$66.2M0.06%637,483CommonNONE
78464A508SPYVSPDR SER TR$65.8M0.06%1,244,963CommonNONE
78464A847SPMDSPDR SER TR$65.0M0.06%1,188,615CommonNONE
46434V803HEFAISHARES TR$64.7M0.06%1,827,294CommonNONE
78464A409SPYGSPDR SER TR$63.6M0.06%766,508CommonNONE
92204A108VCRVANGUARD WORLD FD$63.6M0.06%186,719CommonNONE
931142103WMTWALMART INC$63.4M0.06%785,105CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$63.0M0.06%1,500,805CommonNONE
478160104JNJJOHNSON & JOHNSON$62.6M0.06%386,357CommonNONE
922908611VBRVANGUARD INDEX FDS$62.6M0.06%311,738CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$61.5M0.05%917,643CommonNONE
464286533EEMVISHARES INC$61.4M0.05%978,940CommonNONE
30231G102XOMEXXON MOBIL CORP$61.1M0.05%520,876CommonNONE
316092873FCOMFIDELITY COVINGTON TRUST$60.5M0.05%1,099,239CommonNONE
713448108PEPPEPSICO INC$59.7M0.05%351,073CommonNONE
69374H873ICOWPACER FDS TR$58.5M0.05%1,849,123CommonNONE
78468R663BILSPDR SER TR$58.3M0.05%634,953CommonNONE
464287150ITOTISHARES TR$58.3M0.05%463,863CommonNONE
464287408IVEISHARES TR$57.5M0.05%291,648CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$57.3M0.05%476,180CommonNONE
025816109AXPAMERICAN EXPRESS CO$56.8M0.05%209,337CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$56.7M0.05%797,354CommonNONE
98978V103ZTSZOETIS INC$56.0M0.05%286,397CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$55.3M0.05%660,111CommonNONE
922908652VXFVANGUARD INDEX FDS$55.2M0.05%303,481CommonNONE
78468R853SPSMSPDR SER TR$55.1M0.05%1,211,377CommonNONE
191216100KOCOCA COLA CO$55.1M0.05%766,875CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$55.1M0.05%317,162CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$54.9M0.05%342,030CommonNONE
92647N824CDCVICTORY PORTFOLIOS II$54.5M0.05%837,979CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$54.3M0.05%614,619CommonNONE
808524706SCHESCHWAB STRATEGIC TR$54.1M0.05%1,853,436CommonNONE
235851102DHRDANAHER CORPORATION$53.3M0.05%191,604CommonNONE
464287168DVYISHARES TR$52.7M0.05%390,367CommonNONE
464287101OEFISHARES TR$52.4M0.05%189,465CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$52.3M0.05%907,418CommonNONE
670100205NVONOVO-NORDISK A S$52.2M0.05%438,233CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$51.9M0.05%799,723CommonNONE
482480100KLACKLA CORP$51.4M0.05%66,311CommonNONE
464288687PFFISHARES TR$51.3M0.05%1,542,394CommonNONE
21036P108STZCONSTELLATION BRANDS INC$51.0M0.05%197,910CommonNONE
907818108UNPUNION PAC CORP$49.9M0.04%202,298CommonNONE
02072L607FRDMEA SERIES TRUST$49.5M0.04%1,382,928CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$49.4M0.04%683,913CommonNONE
053332102AZOAUTOZONE INC$49.1M0.04%15,579CommonNONE
337738108FISVFISERV INC$48.9M0.04%272,465CommonNONE
464287523SOXXISHARES TR$48.8M0.04%211,511CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$48.7M0.04%773,696CommonNONE
882508104TXNTEXAS INSTRS INC$48.6M0.04%235,512CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$48.4M0.04%3,604,360CommonNONE
64110L106NFLXNETFLIX INC$48.0M0.04%67,705CommonNONE
00287Y109ABBVABBVIE INC$47.7M0.04%241,666CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$47.7M0.04%955,843CommonNONE
74347B680REGLPROSHARES TR$47.6M0.04%582,020CommonNONE
20825C104COPCONOCOPHILLIPS$47.5M0.04%451,302CommonNONE
922020805VTIPVANGUARD MALVERN FDS$47.1M0.04%954,675CommonNONE
464287176TIPISHARES TR$46.6M0.04%422,120CommonNONE
126408103CSXCSX CORP$46.6M0.04%1,348,905CommonNONE
824348106SHWSHERWIN WILLIAMS CO$44.9M0.04%117,698CommonNONE
464287663IUSVISHARES TR$44.4M0.04%465,469CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$44.3M0.04%419,560CommonNONE
464288307IMCGISHARES TR$44.0M0.04%603,472CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$44.0M0.04%88,801CommonNONE
438516106HONHONEYWELL INTL INC$43.9M0.04%212,579CommonNONE
92204A801VAWVANGUARD WORLD FD$43.8M0.04%207,085CommonNONE
244199105DEDEERE & CO$43.8M0.04%104,883CommonNONE
025072323AVSCAMERICAN CENTY ETF TR$43.7M0.04%808,609CommonNONE
922908595VBKVANGUARD INDEX FDS$43.5M0.04%162,597CommonNONE
878742204TECKTECK RESOURCES LTD$43.0M0.04%822,365CommonNONE
872590104TMUST-MOBILE US INC$42.9M0.04%207,818CommonNONE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$42.7M0.04%1,555,985CommonNONE
464287473IWSISHARES TR$42.1M0.04%318,079CommonNONE
69374H741SRVRPACER FDS TR$41.4M0.04%1,289,588CommonNONE
464288653TLHISHARES TR$41.3M0.04%377,559CommonNONE
291011104EMREMERSON ELEC CO$40.9M0.04%374,126CommonNONE
512807108LRCXEURLAM RESEARCH CORP$40.8M0.04%50,006CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$40.3M0.04%654,718CommonNONE
464288273SCZISHARES TR$40.1M0.04%591,690CommonNONE
46435G326IDEVISHARES TR$40.0M0.04%564,183CommonNONE
580135101MCDMCDONALDS CORP$39.8M0.04%130,853CommonNONE
92204A306VDEVANGUARD WORLD FD$39.7M0.04%324,403CommonNONE
N07059210ASMLASML HOLDING N V$38.9M0.03%46,704CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$38.9M0.03%168,678CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$38.3M0.03%918,713CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$38.2M0.03%219,030CommonNONE
41653L503HMOPHARTFORD FDS EXCHANGE TRADED$37.7M0.03%955,906CommonNONE
464287648IWOISHARES TR$37.4M0.03%131,825CommonNONE
53700T827DBMFLITMAN GREGORY FDS TR$37.4M0.03%1,330,779CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$37.0M0.03%971,454CommonNONE
464287721IYWISHARES TR$36.9M0.03%243,325CommonNONE
464287812IYKISHARES TR$36.4M0.03%515,430CommonNONE
46436E858IBTGISHARES TR$36.3M0.03%1,574,924CommonNONE
58933Y105MRKMERCK & CO INC$35.7M0.03%314,380CommonNONE
37954Y830COPXGLOBAL X FDS$35.2M0.03%743,877CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$35.1M0.03%963,965CommonNONE
701094104PHPARKER-HANNIFIN CORP$34.9M0.03%55,228CommonNONE
464287879IJSISHARES TR$34.3M0.03%318,739CommonNONE
78464A359CWBSPDR SER TR$34.2M0.03%446,568CommonNONE
132061201SYLDCAMBRIA ETF TR$33.2M0.03%459,195CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$33.2M0.03%118,382CommonNONE
91913Y100VLOVALERO ENERGY CORP$33.2M0.03%245,800CommonNONE
746729300PVALPUTNAM ETF TRUST$33.2M0.03%873,832CommonNONE
921910816MGKVANGUARD WORLD FD$32.9M0.03%102,228CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$32.8M0.03%92,905CommonNONE
68389X105ORCLORACLE CORP$32.4M0.03%190,041CommonNONE
92204A207VDCVANGUARD WORLD FD$31.7M0.03%144,893CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$31.4M0.03%437,986CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$30.8M0.03%623,166CommonNONE
46432F396MTUMISHARES TR$30.4M0.03%150,144CommonNONE
92204A405VFHVANGUARD WORLD FD$30.4M0.03%276,382CommonNONE
09247X101BLKCHFBLACKROCK INC$30.3M0.03%31,885CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$29.9M0.03%826,225CommonNONE
872540109TJXTJX COS INC NEW$29.7M0.03%253,067CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$29.7M0.03%203,110CommonNONE
717081103PFEPFIZER INC$29.2M0.03%1,008,579CommonNONE
69374H105PTLCPACER FDS TR$28.7M0.03%546,504CommonNONE
539830109LMTLOCKHEED MARTIN CORP$28.4M0.03%48,642CommonNONE
921909768VXUSVANGUARD STAR FDS$28.4M0.03%438,612CommonNONE
828730200SFNCSIMMONS 1ST NATL CORP$27.9M0.02%1,295,980CommonNONE
09661T107BKLCBNY MELLON ETF TRUST$27.9M0.02%254,632CommonNONE
707569109PENNPENN ENTERTAINMENT INC$26.9M0.02%1,427,587CommonNONE
97717W851DXJWISDOMTREE TR$26.9M0.02%253,951CommonNONE
003263100GLTRABRDN PRECIOUS METALS BASKET$26.3M0.02%232,373CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$26.3M0.02%204,969CommonNONE
254687106DISDISNEY WALT CO$26.2M0.02%272,755CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$25.9M0.02%945,386CommonNONE
316092113FELCFIDELITY COVINGTON TRUST$25.8M0.02%802,898CommonNONE
72201R833MINTPIMCO ETF TR$25.3M0.02%250,924CommonNONE
97717W422EPIWISDOMTREE TR$25.0M0.02%494,874CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$24.9M0.02%669,364CommonNONE
97717X669DGRWWISDOMTREE TR$24.2M0.02%290,961CommonNONE
46266C105IQVIQVIA HLDGS INC$23.8M0.02%100,524CommonNONE
060505104BACBANK AMERICA CORP$23.5M0.02%593,007CommonNONE
78464A664SPTLSPDR SER TR$23.3M0.02%802,417CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$23.1M0.02%382,640CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$23.1M0.02%513,324CommonNONE
464289438IWYISHARES TR$23.0M0.02%104,714CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$22.8M0.02%450,593CommonNONE
74348A467NOBLPROSHARES TR$22.7M0.02%212,220CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$22.6M0.02%475,598CommonNONE
464287739IYRISHARES TR$22.4M0.02%220,335CommonNONE
17275R102CSCOCISCO SYS INC$22.1M0.02%415,419CommonNONE
97717X594IHDGWISDOMTREE TR$22.1M0.02%483,511CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$22.0M0.02%224,134CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$21.9M0.02%184,637CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$21.9M0.02%271,958CommonNONE
46434VBD1IBDQISHARES TR$21.6M0.02%861,584CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$21.6M0.02%474,231CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$21.4M0.02%436,316CommonNONE
G29183103ETNEATON CORP PLC$21.3M0.02%64,287CommonNONE
46435U713IFRAISHARES TR$21.3M0.02%452,965CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$21.0M0.02%418,084CommonNONE
003261104BCIABRDN ETFS$20.9M0.02%1,020,823CommonNONE
46137V225GRPMINVESCO EXCHANGE TRADED FD T$20.8M0.02%177,846CommonNONE
464288604ISCGISHARES TR$20.7M0.02%423,089CommonNONE
46434G863ESGEISHARES INC$20.6M0.02%566,046CommonNONE
46435GAA0IBDRISHARES TR$20.5M0.02%841,583CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$20.2M0.02%381,646CommonNONE
46138E214IDHQINVESCO EXCH TRADED FD TR II$20.2M0.02%635,774CommonNONE
19762B202XCEMCOLUMBIA ETF TR II$19.9M0.02%609,110CommonNONE
747525103QCOMQUALCOMM INC$19.6M0.02%115,280CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$19.3M0.02%801,123CommonNONE
97717W315DEMWISDOMTREE TR$19.2M0.02%437,015CommonNONE
78464A367SPLBSPDR SER TR$19.1M0.02%792,075CommonNONE
46435U663ESMLISHARES TR$19.1M0.02%457,170CommonNONE
09260D107BXBLACKSTONE INC$19.1M0.02%124,511CommonNONE
464288760ITAISHARES TR$19.0M0.02%127,112CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$18.9M0.02%928,832CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$18.9M0.02%241,004CommonNONE
369604301GEGE AEROSPACE$18.9M0.02%100,029CommonNONE
464288679SHVISHARES TR$18.9M0.02%170,448CommonNONE
31609A206FESMFIDELITY COVINGTON TRUST$18.4M0.02%572,797CommonNONE
14020Y508CGCBCAPITAL GRP FIXED INCM ETF T$18.2M0.02%677,157CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$18.2M0.02%82,177CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$18.1M0.02%250,826CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$18.0M0.02%748,811CommonNONE
97717Y527USFRWISDOMTREE TR$18.0M0.02%358,027CommonNONE
718172109PMPHILIP MORRIS INTL INC$17.7M0.02%145,936CommonNONE
863667101SYKSTRYKER CORPORATION$17.7M0.02%48,966CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$17.4M0.02%72,607CommonNONE
464287234EEMISHARES TR$17.3M0.02%377,434CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$17.3M0.02%378,271CommonNONE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$17.1M0.02%487,960CommonNONE
855244109SBUXSTARBUCKS CORP$17.0M0.02%174,881CommonNONE
842587107SOSOUTHERN CO$17.0M0.02%188,909CommonNONE
35473P108DIVIFRANKLIN TEMPLETON ETF TR$17.0M0.02%513,384CommonNONE
031162100AMGNAMGEN INC$17.0M0.02%52,686CommonNONE
97717W281DGSWISDOMTREE TR$17.0M0.02%316,103CommonNONE
46436E866ISHARES TR$17.0M0.02%724,327CommonNONE
464287689IWVISHARES TR$16.9M0.02%51,680CommonNONE
00206R102TAT&T INC$16.8M0.01%763,370CommonNONE
72201B101PTYPIMCO CORPORATE & INCOME OPP$16.7M0.01%1,159,559CommonNONE
N3167Y103RACEFERRARI N V$16.6M0.01%35,373CommonNONE
20030N101CMCSACOMCAST CORP NEW$16.6M0.01%397,067CommonNONE
69374H816PALCPACER FDS TR$16.5M0.01%333,357CommonNONE
46435U168IBHEISHARES TR$16.5M0.01%708,032CommonNONE
78464A102XNTKSPDR SER TR$16.4M0.01%83,037CommonNONE
464288562REZISHARES TR$16.4M0.01%184,592CommonNONE
780259305SHELSHELL PLC$16.2M0.01%245,595CommonNONE
58733R102MELIMERCADOLIBRE INC$16.1M0.01%7,862CommonNONE
46429B663HDVISHARES TR$16.1M0.01%136,898CommonNONE
464288356CMFISHARES TR$16.0M0.01%276,106CommonNONE
654106103NKENIKE INC$15.8M0.01%178,770CommonNONE
548661107LOWLOWES COS INC$15.5M0.01%57,201CommonNONE
92189F692PPHVANECK ETF TRUST$15.4M0.01%161,688CommonNONE
464288661IEIISHARES TR$15.0M0.01%125,514CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$14.7M0.01%343,008CommonNONE
00214Q104ARKKARK ETF TR$14.7M0.01%308,406CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$14.7M0.01%221,965CommonNONE
81762P102NOWSERVICENOW INC$14.6M0.01%16,349CommonNONE
46436E528IBHFISHARES TR$14.6M0.01%624,626CommonNONE
46138J742IUSINVESCO EXCH TRD SLF IDX FD$14.5M0.01%288,549CommonNONE
336433107FSLRFIRST SOLAR INC$14.5M0.01%58,086CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$14.5M0.01%125,642CommonNONE
22160N109CSGPCOSTAR GROUP INC$14.5M0.01%191,573CommonNONE
46429B267GOVTISHARES TR$14.4M0.01%615,983CommonNONE
921910873MGCVANGUARD WORLD FD$14.4M0.01%69,796CommonNONE
126650100CVSCVS HEALTH CORP$14.4M0.01%229,238CommonNONE
92939U106WECWEC ENERGY GROUP INC$14.3M0.01%148,335CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$14.2M0.01%92,687CommonNONE
464288588MBBISHARES TR$14.2M0.01%148,050CommonNONE
46434VBG4IBDPISHARES TR$14.1M0.01%558,901CommonNONE
47103U845JAAAJANUS DETROIT STR TR$13.9M0.01%273,922CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$13.8M0.01%130,243CommonNONE
82509L107SHOPSHOPIFY INC$13.7M0.01%170,600CommonNONE
46429B614SMINISHARES TR$13.7M0.01%158,768CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$13.5M0.01%124,713CommonNONE
46432F834IXUSISHARES TR$13.5M0.01%185,634CommonNONE
097023105BABOEING CO$13.3M0.01%87,525CommonNONE
G5960L103MDTMEDTRONIC PLC$13.3M0.01%147,328CommonNONE
46434V449IMTMISHARES TR$13.2M0.01%327,373CommonNONE
78464A763SDYSPDR SER TR$13.2M0.01%93,019CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$13.2M0.01%48,682CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$13.1M0.01%146,367CommonNONE
464288448IDVISHARES TR$13.1M0.01%431,819CommonNONE
92647N865CDLVICTORY PORTFOLIOS II$13.1M0.01%192,408CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$13.0M0.01%181,425CommonNONE
617446448MSMORGAN STANLEY$12.9M0.01%124,015CommonNONE
46436E841IBTHISHARES TR$12.9M0.01%568,916CommonNONE
92647N766CFAVICTORY PORTFOLIOS II$12.8M0.01%148,889CommonNONE
31609A503FMDEFIDELITY COVINGTON TRUST$12.8M0.01%397,586CommonNONE
464289511IGLBISHARES TR$12.4M0.01%231,237CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$12.2M0.01%134,624CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$12.2M0.01%63,724CommonNONE
94106L109WMWASTE MGMT INC DEL$12.2M0.01%58,672CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$12.1M0.01%43,679CommonNONE
97717W307DLNWISDOMTREE TR$12.1M0.01%153,841CommonNONE
03743Q108APAAPA CORPORATION$12.0M0.01%490,496CommonNONE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$11.9M0.01%158,919CommonNONE
98149E303GLDMWORLD GOLD TR$11.9M0.01%227,496CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$11.8M0.01%199,610CommonNONE
46138G672RWKINVESCO EXCH TRADED FD TR II$11.8M0.01%101,298CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$11.8M0.01%17CommonNONE
G54950103LINLINDE PLC$11.7M0.01%24,595CommonNONE
464287630IWNISHARES TR$11.6M0.01%69,661CommonNONE
92189F106GDXVANECK ETF TRUST$11.6M0.01%291,654CommonNONE
316092857FRELFIDELITY COVINGTON TRUST$11.6M0.01%393,691CommonNONE
98419M100XYLXYLEM INC$11.5M0.01%85,482CommonNONE
72201R775BONDPIMCO ETF TR$11.5M0.01%121,971CommonNONE
46436E874IBTEISHARES TR$11.5M0.01%480,055CommonNONE
46138G656RDIVINVESCO EXCH TRADED FD TR II$11.5M0.01%230,096CommonNONE
852234103XYZBLOCK INC$11.5M0.01%171,136CommonNONE
040413106ANETEURARISTA NETWORKS INC$11.4M0.01%29,819CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$11.4M0.01%59,973CommonNONE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$11.4M0.01%187,145CommonNONE
369550108GDGENERAL DYNAMICS CORP$11.2M0.01%37,099CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$11.2M0.01%153,981CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$11.2M0.01%201,410CommonNONE
949746101WMT2WELLS FARGO CO NEW$11.2M0.01%197,951CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$11.2M0.01%28,741CommonNONE
134429109CPBCAMPBELL SOUP CO$11.2M0.01%228,321CommonNONE
921910733ESGVVANGUARD WORLD FD$11.2M0.01%109,800CommonNONE
33738R720ROBTFIRST TR EXCHANGE-TRADED FD$11.2M0.01%254,806CommonNONE
11271J107BNBROOKFIELD CORP$11.2M0.01%209,891CommonNONE
31609A305FELGFIDELITY COVINGTON TRUST$11.1M0.01%333,655CommonNONE
808524763FNDASCHWAB STRATEGIC TR$11.1M0.01%185,507CommonNONE
921932844IVOVVANGUARD ADMIRAL FDS INC$11.0M0.01%115,248CommonNONE
31428X106FDXFEDEX CORP$11.0M0.01%40,271CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$11.0M0.01%9,564CommonNONE
78464A375SPIBSPDR SER TR$10.9M0.01%324,282CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$10.9M0.01%46,846CommonNONE
97717W505DONWISDOMTREE TR$10.9M0.01%212,718CommonNONE
00214Q401ARKWARK ETF TR$10.8M0.01%126,759CommonNONE
02209S103MOALTRIA GROUP INC$10.8M0.01%211,189CommonNONE
461202103INTUINTUIT$10.7M0.01%17,309CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$10.7M0.01%47,520CommonNONE
743315103PGRPROGRESSIVE CORP$10.4M0.01%40,979CommonNONE
69374H766INDSPACER FDS TR$10.4M0.01%240,046CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$10.2M0.01%20,826CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$10.2M0.01%430,888CommonNONE
89832Q109TFCTRUIST FINL CORP$10.1M0.01%236,472CommonNONE
464286475EEMSISHARES INC$10.1M0.01%157,893CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$10.1M0.01%151,284CommonNONE
576485205MTDRMATADOR RES CO$10.0M0.01%202,971CommonNONE
464287838IYMISHARES TR$10.0M0.01%66,475CommonNONE
464288802SUSAISHARES TR$10.0M0.01%82,875CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$9.9M0.01%38,162CommonNONE
911363109URIUNITED RENTALS INC$9.9M0.01%12,216CommonNONE
595112103MUMICRON TECHNOLOGY INC$9.9M0.01%95,218CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$9.8M0.01%125,062CommonNONE
674599105OXYOCCIDENTAL PETE CORP$9.7M0.01%189,076CommonNONE
Y2573F102FLEXFLEX LTD$9.5M0.01%285,607CommonNONE
464286525ACWVISHARES INC$9.5M0.01%83,185CommonNONE
88579Y101MMM3M CO$9.5M0.01%69,280CommonNONE
46434G822EWJISHARES INC$9.5M0.01%132,224CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$9.5M0.01%182,772CommonNONE
78464A201SLYGSPDR SER TR$9.4M0.01%101,092CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$9.4M0.01%168,055CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$9.3M0.01%173,430CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$9.3M0.01%26,933CommonNONE
78464A821MDYGSPDR SER TR$9.3M0.01%105,551CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$9.2M0.01%25,227CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$9.2M0.01%288,410CommonNONE
69374H436QDPLPACER FDS TR$9.2M0.01%241,450CommonNONE
464288778IATISHARES TR$9.1M0.01%192,256CommonNONE
231021106CMICUMMINS INC$9.1M0.01%28,042CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$9.1M0.01%151,309CommonNONE
001055102AFLAFLAC INC$9.1M0.01%80,947CommonNONE
33739N108FMBFIRST TR EXCHANGE-TRADED FD$9.0M0.01%173,788CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$9.0M0.01%17,056CommonNONE
46428Q109SLVISHARES SILVER TR$8.9M0.01%312,302CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$8.8M0.01%428,468CommonNONE
464287515IGVISHARES TR$8.8M0.01%98,125CommonNONE
87612E106TGTTARGET CORP$8.7M0.01%55,815CommonNONE
464288257ACWIISHARES TR$8.7M0.01%72,701CommonNONE
921910840MGVVANGUARD WORLD FD$8.7M0.01%67,558CommonNONE
125269100CFCF INDS HLDGS INC$8.6M0.01%100,589CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$8.6M0.01%19,147CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$8.5M0.01%133,891CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$8.5M0.01%116,435CommonNONE
443510607HUBBHUBBELL INC$8.5M0.01%19,933CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$8.5M0.01%248,524CommonNONE
902973304USBUS BANCORP DEL$8.5M0.01%185,226CommonNONE
233051853DBEUDBX ETF TR$8.4M0.01%197,857CommonNONE
H1467J104CBCHUBB LIMITED$8.4M0.01%29,012CommonNONE
46641Q738BBREJ P MORGAN EXCHANGE TRADED F$8.3M0.01%82,354CommonNONE
46138B103DBCINVESCO DB COMMDY INDX TRCK$8.3M0.01%373,136CommonNONE
172967424CCITIGROUP INC$8.3M0.01%131,976CommonNONE
66987V109NVSNOVARTIS AG$8.2M0.01%70,942CommonNONE
464288281EMBISHARES TR$8.1M0.01%86,809CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$8.1M0.01%96,597CommonNONE

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.