MondegarAI
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Q4 2024 · 13F-HR

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COholdings as filed

Filed 2025-02-11 · accession 0001085146-25-000995

$118.52B
Reported value
3,588
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 3588

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$17.97B15.2%30,528,891CommonNONE
921937835BNDVANGUARD BD INDEX FDS$8.41B7.09%116,928,273CommonNONE
464287507IJHISHARES TR$6.90B5.82%110,677,195CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$6.20B5.23%335,070,337CommonNONE
464287804IJRISHARES TR$4.39B3.71%38,126,911CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.06B3.42%23,157,086CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$3.29B2.78%73,383,975CommonNONE
464287432TLTISHARES TR$3.29B2.77%37,642,246CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.16B2.67%5,396,952CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.92B2.46%66,243,600CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.76B2.33%57,787,574CommonNONE
46432F842IEFAISHARES TR$2.28B1.93%32,487,533CommonNONE
46432F388VLUEISHARES TR$2.13B1.79%20,141,216CommonNONE
464286608EZUISHARES INC$1.94B1.64%41,141,397CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.69B1.42%33,640,287CommonNONE
46090E103QQQINVESCO QQQ TR$1.61B1.36%3,148,873CommonNONE
922908629VOVANGUARD INDEX FDS$1.53B1.29%5,792,473CommonNONE
922908363VOOVANGUARD INDEX FDS$1.04B0.88%1,936,330CommonNONE
464287226AGGISHARES TR$1.01B0.85%10,429,324CommonNONE
46434V613IUSBISHARES TR$988.0M0.83%21,859,149CommonNONE
46434G103IEMGISHARES INC$914.5M0.77%17,512,108CommonNONE
037833100AAPLAPPLE INC$868.0M0.73%3,466,216CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$816.4M0.69%7,088,200CommonNONE
922908553VNQVANGUARD INDEX FDS$806.2M0.68%9,050,612CommonNONE
69374H881COWZPACER FDS TR$788.9M0.67%13,968,533CommonNONE
464288414MUBISHARES TR$749.8M0.63%7,037,519CommonNONE
594918104MSFTMICROSOFT CORP$743.5M0.63%1,763,890CommonNONE
922908637VVVANGUARD INDEX FDS$704.1M0.59%2,610,650CommonNONE
922908736VUGVANGUARD INDEX FDS$699.9M0.59%1,705,328CommonNONE
67066G104NVDANVIDIA CORPORATION$689.9M0.58%5,137,433CommonNONE
023135106AMZNAMAZON COM INC$652.9M0.55%2,975,910CommonNONE
921937819BIVVANGUARD BD INDEX FDS$620.6M0.52%8,304,286CommonNONE
922908744VTVVANGUARD INDEX FDS$552.7M0.47%3,264,418CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$539.7M0.46%2,564,516CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$497.8M0.42%18,222,676CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$481.6M0.41%20,777,879CommonNONE
922908751VBVANGUARD INDEX FDS$448.1M0.38%1,864,908CommonNONE
46432F339QUALISHARES TR$432.9M0.37%2,430,865CommonNONE
464287440IEFISHARES TR$415.0M0.35%4,489,332CommonNONE
02079K305GOOGLALPHABET INC$412.9M0.35%2,181,202CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$409.4M0.35%11,611,126CommonNONE
46435G409IVLUISHARES TR$404.7M0.34%14,927,132CommonNONE
464287622IWBISHARES TR$391.9M0.33%1,216,618CommonNONE
233051200DBEFDBX ETF TR$386.3M0.33%9,329,782CommonNONE
92204A702VGTVANGUARD WORLD FD$356.0M0.30%572,535CommonNONE
464287572IOOISHARES TR$331.1M0.28%3,285,854CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$316.8M0.27%556,152CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$296.4M0.25%10,144,791CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$295.0M0.25%1,506,358CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$293.9M0.25%7,908,041CommonNONE
30303M102METAMETA PLATFORMS INC$274.6M0.23%468,907CommonNONE
46434G764EMXCISHARES INC$269.9M0.23%4,867,781CommonNONE
922908769VTIVANGUARD INDEX FDS$260.2M0.22%897,704CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$255.8M0.22%2,177,599CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$252.1M0.21%556,268CommonNONE
464287614IWFISHARES TR$248.9M0.21%619,890CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$246.5M0.21%1,028,164CommonNONE
78468R721TFISPDR SER TR$216.4M0.18%4,744,015CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$215.8M0.18%7,742,948CommonNONE
464285204IAUISHARES GOLD TR$213.1M0.18%4,303,852CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$210.4M0.18%4,106,000CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$210.2M0.18%7,584,801CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$198.3M0.17%2,014,166CommonNONE
69374H857CALFPACER FDS TR$179.3M0.15%4,073,651CommonNONE
46429B697USMVISHARES TR$174.4M0.15%1,963,662CommonNONE
464287465EFAISHARES TR$173.6M0.15%2,296,547CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$169.6M0.14%3,367,428CommonNONE
02079K107GOOGALPHABET INC$168.5M0.14%884,665CommonNONE
92826C839VVISA INC$168.0M0.14%531,616CommonNONE
464287309IVWISHARES TR$168.0M0.14%1,654,280CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$166.0M0.14%6,727,695CommonNONE
464288679SHVISHARES TR$163.6M0.14%1,485,513CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$162.9M0.14%2,832,139CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$162.2M0.14%177,019CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$161.1M0.14%7,649,861CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$152.5M0.13%4,591,191CommonNONE
78464A854SPYMSPDR SER TR$152.0M0.13%2,204,467CommonNONE
92189H201ITMVANECK ETF TRUST$148.9M0.13%3,230,428CommonNONE
922908512VOEVANGUARD INDEX FDS$147.4M0.12%910,941CommonNONE
57636Q104MAMASTERCARD INCORPORATED$146.3M0.12%277,861CommonNONE
922908538VOTVANGUARD INDEX FDS$144.5M0.12%569,493CommonNONE
532457108LLYELI LILLY & CO$144.3M0.12%186,907CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$135.7M0.11%1,406,084CommonNONE
11135F101AVGOBROADCOM INC$132.4M0.11%571,102CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$131.0M0.11%1,351,928CommonNONE
69374H709GCOWPACER FDS TR$126.2M0.11%3,739,443CommonNONE
46436E718SGOVISHARES TR$125.5M0.11%1,250,807CommonNONE
464287564ICFISHARES TR$125.3M0.11%2,079,071CommonNONE
46434V621DGROISHARES TR$125.3M0.11%2,042,028CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$123.4M0.10%2,085,798CommonNONE
464287481IWPISHARES TR$123.3M0.10%972,902CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$121.8M0.10%2,071,910CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$121.7M0.10%2,399,325CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$120.5M0.10%238,160CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$120.0M0.10%3,127,918CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$119.3M0.10%280,278CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$119.1M0.10%3,494,008CommonNONE
78468R739SHMSPDR SER TR$119.1M0.10%2,512,890CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$117.9M0.10%1,766,405CommonNONE
437076102HDHOME DEPOT INC$116.2M0.10%298,649CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$112.8M0.10%3,225,656CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$112.4M0.09%930,446CommonNONE
46434V647REETISHARES TR$109.5M0.09%4,569,183CommonNONE
742718109PGPROCTER AND GAMBLE CO$109.3M0.09%652,028CommonNONE
46435G425ESGUISHARES TR$106.6M0.09%827,429CommonNONE
79466L302CRMSALESFORCE INC$105.6M0.09%315,827CommonNONE
92204A504VHTVANGUARD WORLD FD$104.1M0.09%410,536CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$103.6M0.09%1,735,120CommonNONE
46434V456IQLTISHARES TR$101.5M0.09%2,735,623CommonNONE
78463V107GLDSPDR GOLD TR$101.4M0.09%418,916CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$100.7M0.08%2,008,629CommonNONE
464287606IJKISHARES TR$99.8M0.08%1,097,130CommonNONE
464287655IWMISHARES TR$98.1M0.08%443,822CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$97.7M0.08%1,457,360CommonNONE
464287887IJTISHARES TR$95.6M0.08%705,973CommonNONE
88160R101TSLATESLA INC$92.8M0.08%229,882CommonNONE
92204A876VPUVANGUARD WORLD FD$92.3M0.08%564,614CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$92.2M0.08%4,152,063CommonNONE
92189F643MOATVANECK ETF TRUST$91.6M0.08%988,267CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$91.5M0.08%1,406,576CommonNONE
464287499IWRISHARES TR$89.9M0.08%1,017,252CommonNONE
46429B689EFAVISHARES TR$89.8M0.08%1,269,636CommonNONE
808524607SCHASCHWAB STRATEGIC TR$88.7M0.07%3,429,894CommonNONE
92189F676SMHVANECK ETF TRUST$87.2M0.07%359,899CommonNONE
166764100CVXCHEVRON CORP NEW$86.9M0.07%599,806CommonNONE
921937827BSVVANGUARD BD INDEX FDS$85.6M0.07%1,108,025CommonNONE
697435105PANWPALO ALTO NETWORKS INC$85.6M0.07%470,272CommonNONE
464288158SUBISHARES TR$85.5M0.07%810,123CommonNONE
92189H409HYDVANECK ETF TRUST$85.2M0.07%1,640,655CommonNONE
46435U549EAGGISHARES TR$82.8M0.07%1,783,412CommonNONE
464287242LQDISHARES TR$80.8M0.07%756,171CommonNONE
464287457SHYISHARES TR$78.8M0.07%960,601CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$78.2M0.07%632,942CommonNONE
149123101CATCATERPILLAR INC$78.2M0.07%215,452CommonNONE
46435G516ESGDISHARES TR$77.4M0.07%1,015,945CommonNONE
78464A409SPYGSPDR SER TR$77.3M0.07%879,492CommonNONE
65339F101NEENEXTERA ENERGY INC$76.6M0.06%1,068,244CommonNONE
464287598IWDISHARES TR$76.5M0.06%413,330CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$76.2M0.06%1,330,909CommonNONE
464288521USRTISHARES TR$75.6M0.06%1,319,829CommonNONE
464287762IYHISHARES TR$75.4M0.06%1,293,802CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$75.4M0.06%754,499CommonNONE
464287705IJJISHARES TR$74.7M0.06%597,886CommonNONE
78468R663BILSPDR SER TR$74.6M0.06%815,788CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$73.2M0.06%697,680CommonNONE
78464A607RWRSPDR SER TR$73.0M0.06%738,742CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$73.0M0.06%2,139,186CommonNONE
038222105AMATAPPLIED MATLS INC$72.4M0.06%445,253CommonNONE
464287671IUSGISHARES TR$72.3M0.06%519,176CommonNONE
931142103WMTWALMART INC$71.9M0.06%795,498CommonNONE
37954Y673PAVEGLOBAL X FDS$71.6M0.06%1,772,519CommonNONE
78409V104SPGIS&P GLOBAL INC$71.5M0.06%143,635CommonNONE
92204A108VCRVANGUARD WORLD FD$71.5M0.06%190,483CommonNONE
464287788IYFISHARES TR$71.2M0.06%643,778CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$70.7M0.06%1,214,999CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$70.6M0.06%616,302CommonNONE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$70.3M0.06%2,609,933CommonNONE
78464A508SPYVSPDR SER TR$70.2M0.06%1,373,409CommonNONE
75513E101RTXRTX CORPORATION$70.1M0.06%605,871CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$70.0M0.06%1,736,364CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$67.9M0.06%343,887CommonNONE
464288885EFGISHARES TR$67.5M0.06%697,550CommonNONE
00724F101ADBEADOBE INC$67.2M0.06%151,140CommonNONE
46434V803HEFAISHARES TR$67.1M0.06%1,930,981CommonNONE
025816109AXPAMERICAN EXPRESS CO$64.9M0.05%218,780CommonNONE
316092873FCOMFIDELITY COVINGTON TRUST$64.8M0.05%1,104,317CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$64.3M0.05%1,046,945CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$64.2M0.05%718,219CommonNONE
464288877EFVISHARES TR$63.6M0.05%1,212,458CommonNONE
78464A870XBISPDR SER TR$63.0M0.05%699,327CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$62.6M0.05%1,555,353CommonNONE
922908611VBRVANGUARD INDEX FDS$62.6M0.05%315,855CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$62.0M0.05%794,256CommonNONE
78464A847SPMDSPDR SER TR$61.7M0.05%1,128,390CommonNONE
30231G102XOMEXXON MOBIL CORP$60.3M0.05%560,502CommonNONE
464287101OEFISHARES TR$60.1M0.05%208,149CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$59.2M0.05%113,701CommonNONE
922908652VXFVANGUARD INDEX FDS$57.9M0.05%304,543CommonNONE
337738108FISVFISERV INC$57.2M0.05%278,259CommonNONE
78468R853SPSMSPDR SER TR$56.4M0.05%1,256,362CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$56.0M0.05%929,042CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$55.7M0.05%4,286,559CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$55.0M0.05%867,277CommonNONE
464286533EEMVISHARES INC$53.6M0.05%924,557CommonNONE
464287150ITOTISHARES TR$52.9M0.04%411,434CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$52.9M0.04%92,407CommonNONE
235851102DHRDANAHER CORPORATION$52.8M0.04%230,193CommonNONE
87283Q107TCHPT ROWE PRICE ETF INC$52.8M0.04%1,254,152CommonNONE
464287408IVEISHARES TR$52.5M0.04%275,019CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$52.5M0.04%352,210CommonNONE
036752103ELVELEVANCE HEALTH INC$52.1M0.04%141,288CommonNONE
808524706SCHESCHWAB STRATEGIC TR$52.1M0.04%1,955,557CommonNONE
478160104JNJJOHNSON & JOHNSON$52.0M0.04%359,240CommonNONE
69374H873ICOWPACER FDS TR$51.5M0.04%1,762,972CommonNONE
438516106HONHONEYWELL INTL INC$51.3M0.04%227,101CommonNONE
746729300PVALPUTNAM ETF TRUST$50.9M0.04%1,372,125CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$50.8M0.04%635,693CommonNONE
464287168DVYISHARES TR$50.6M0.04%385,747CommonNONE
053332102AZOAUTOZONE INC$50.6M0.04%15,793CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$50.5M0.04%776,543CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$49.9M0.04%709,399CommonNONE
46432F396MTUMISHARES TR$49.0M0.04%236,763CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$48.4M0.04%458,632CommonNONE
872590104TMUST-MOBILE US INC$48.4M0.04%219,098CommonNONE
291011104EMREMERSON ELEC CO$48.2M0.04%389,238CommonNONE
191216100KOCOCA COLA CO$48.2M0.04%774,413CommonNONE
464288307IMCGISHARES TR$48.2M0.04%638,031CommonNONE
98978V103ZTSZOETIS INC$48.2M0.04%295,741CommonNONE
907818108UNPUNION PAC CORP$47.1M0.04%206,503CommonNONE
74347B680REGLPROSHARES TR$47.0M0.04%582,993CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$46.6M0.04%252,169CommonNONE
922908595VBKVANGUARD INDEX FDS$46.5M0.04%166,091CommonNONE
20825C104COPCONOCOPHILLIPS$46.3M0.04%466,813CommonNONE
464288687PFFISHARES TR$46.2M0.04%1,468,424CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$45.9M0.04%798,695CommonNONE
025072323AVSCAMERICAN CENTY ETF TR$45.7M0.04%841,140CommonNONE
464287473IWSISHARES TR$45.6M0.04%352,942CommonNONE
882508104TXNTEXAS INSTRS INC$45.6M0.04%243,306CommonNONE
512807306LRCXLAM RESEARCH CORP$45.4M0.04%628,710CommonNONE
482480100KLACKLA CORP$45.1M0.04%71,562CommonNONE
244199105DEDEERE & CO$44.9M0.04%105,938CommonNONE
41653L503HMOPHARTFORD FDS EXCHANGE TRADED$44.7M0.04%1,155,722CommonNONE
126408103CSXCSX CORP$44.5M0.04%1,380,266CommonNONE
464287523SOXXISHARES TR$44.5M0.04%206,366CommonNONE
21036P108STZCONSTELLATION BRANDS INC$44.4M0.04%200,847CommonNONE
00287Y109ABBVABBVIE INC$44.2M0.04%248,959CommonNONE
02072L607FRDMEA SERIES TRUST$44.0M0.04%1,347,786CommonNONE
64110L106NFLXNETFLIX INC$44.0M0.04%49,328CommonNONE
464287663IUSVISHARES TR$43.9M0.04%473,816CommonNONE
464287721IYWISHARES TR$43.5M0.04%272,595CommonNONE
464287176TIPISHARES TR$43.1M0.04%404,303CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$43.0M0.04%174,140CommonNONE
46435G326IDEVISHARES TR$42.5M0.04%659,679CommonNONE
464288356CMFISHARES TR$42.5M0.04%741,353CommonNONE
002824100ABTABBOTT LABS$41.8M0.04%369,706CommonNONE
922020805VTIPVANGUARD MALVERN FDS$41.7M0.04%861,073CommonNONE
14020Y508CGCBCAPITAL GRP FIXED INCM ETF T$41.1M0.03%1,591,869CommonNONE
824348106SHWSHERWIN WILLIAMS CO$41.1M0.03%120,769CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$40.3M0.03%117,901CommonNONE
92204A801VAWVANGUARD WORLD FD$40.0M0.03%213,102CommonNONE
464288653TLHISHARES TR$39.9M0.03%400,782CommonNONE
87283Q404TDVGT ROWE PRICE ETF INC$39.9M0.03%1,006,814CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$39.6M0.03%858,945CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$38.9M0.03%1,097,305CommonNONE
701094104PHPARKER-HANNIFIN CORP$38.9M0.03%61,197CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$38.7M0.03%1,078,420CommonNONE
464287648IWOISHARES TR$38.6M0.03%134,228CommonNONE
78464A359CWBSPDR SER TR$38.6M0.03%495,690CommonNONE
92647N824CDCVICTORY PORTFOLIOS II$38.5M0.03%614,510CommonNONE
69374H741SRVRPACER FDS TR$38.4M0.03%1,281,167CommonNONE
713448108PEPPEPSICO INC$38.0M0.03%249,768CommonNONE
464287879IJSISHARES TR$37.9M0.03%349,120CommonNONE
872540109TJXTJX COS INC NEW$37.7M0.03%312,216CommonNONE
464288273SCZISHARES TR$36.9M0.03%607,487CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$36.5M0.03%957,808CommonNONE
92204A306VDEVANGUARD WORLD FD$36.4M0.03%299,849CommonNONE
921910816MGKVANGUARD WORLD FD$36.1M0.03%105,115CommonNONE
580135101MCDMCDONALDS CORP$35.6M0.03%122,690CommonNONE
53700T827DBMFLITMAN GREGORY FDS TR$34.9M0.03%1,335,306CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$34.2M0.03%702,464CommonNONE
464287812IYKISHARES TR$33.6M0.03%512,331CommonNONE
92204A405VFHVANGUARD WORLD FD$33.6M0.03%284,403CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$33.5M0.03%262,395CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$33.0M0.03%1,300,312CommonNONE
132061201SYLDCAMBRIA ETF TR$32.9M0.03%481,024CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$32.9M0.03%93,619CommonNONE
78464A664SPTLSPDR SER TR$32.6M0.03%1,245,092CommonNONE
670100205NVONOVO-NORDISK A S$32.4M0.03%376,456CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$31.8M0.03%1,341,488CommonNONE
72201R833MINTPIMCO ETF TR$31.5M0.03%314,247CommonNONE
69374H105PTLCPACER FDS TR$31.5M0.03%589,330CommonNONE
878742204TECKTECK RESOURCES LTD$31.3M0.03%772,955CommonNONE
91913Y100VLOVALERO ENERGY CORP$31.3M0.03%255,078CommonNONE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$30.7M0.03%922,508CommonNONE
58933Y105MRKMERCK & CO INC$30.5M0.03%306,996CommonNONE
003261104BCIABRDN ETFS$30.1M0.03%1,525,132CommonNONE
92204A207VDCVANGUARD WORLD FD$30.0M0.03%141,977CommonNONE
46266C105IQVIQVIA HLDGS INC$29.9M0.03%152,384CommonNONE
97717W851DXJWISDOMTREE TR$29.9M0.03%271,175CommonNONE
09661T107BKLCBNY MELLON ETF TRUST$29.8M0.03%265,802CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$29.6M0.02%593,128CommonNONE
68389X105ORCLORACLE CORP$29.5M0.02%177,241CommonNONE
921909768VXUSVANGUARD STAR FDS$29.5M0.02%500,437CommonNONE
97717W422EPIWISDOMTREE TR$29.3M0.02%648,162CommonNONE
254687106DISDISNEY WALT CO$29.2M0.02%262,643CommonNONE
464288588MBBISHARES TR$29.2M0.02%318,157CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$29.2M0.02%872,269CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$29.1M0.02%536,300CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$29.0M0.02%524,173CommonNONE
09290D101BLKBLACKROCK INC$28.9M0.02%28,204CommonNONE
316092113FELCFIDELITY COVINGTON TRUST$28.7M0.02%872,385CommonNONE
921910873MGCVANGUARD WORLD FD$28.5M0.02%134,196CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$28.0M0.02%840,605CommonNONE
717081103PFEPFIZER INC$27.6M0.02%1,041,026CommonNONE
060505104BACBANK AMERICA CORP$27.2M0.02%619,704CommonNONE
37954Y830COPXGLOBAL X FDS$27.0M0.02%707,254CommonNONE
464288661IEIISHARES TR$26.9M0.02%233,041CommonNONE
46432F834IXUSISHARES TR$26.7M0.02%404,238CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$26.7M0.02%304,276CommonNONE
707569109PENNPENN ENTERTAINMENT INC$26.6M0.02%1,342,872CommonNONE
464289438IWYISHARES TR$26.4M0.02%112,230CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$26.4M0.02%527,857CommonNONE
003263100GLTRABRDN PRECIOUS METALS BASKET$26.0M0.02%236,631CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$25.1M0.02%227,417CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$24.3M0.02%320,785CommonNONE
539830109LMTLOCKHEED MARTIN CORP$24.2M0.02%49,838CommonNONE
17275R102CSCOCISCO SYS INC$23.9M0.02%404,328CommonNONE
46435U713IFRAISHARES TR$23.9M0.02%516,514CommonNONE
31609A206FESMFIDELITY COVINGTON TRUST$23.7M0.02%733,123CommonNONE
97717X594IHDGWISDOMTREE TR$23.7M0.02%544,423CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$23.6M0.02%205,027CommonNONE
97717X669DGRWWISDOMTREE TR$23.4M0.02%289,402CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$23.1M0.02%977,386CommonNONE
46434V449IMTMISHARES TR$22.9M0.02%613,201CommonNONE
72201B101PTYPIMCO CORPORATE & INCOME OPP$22.6M0.02%1,569,486CommonNONE
464288604ISCGISHARES TR$21.7M0.02%438,869CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$21.6M0.02%440,766CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$21.5M0.02%463,859CommonNONE
G29183103ETNEATON CORP PLC$21.2M0.02%63,915CommonNONE
09260D107BXBLACKSTONE INC$21.2M0.02%122,941CommonNONE
747525103QCOMQUALCOMM INC$21.0M0.02%136,964CommonNONE
46435GAA0IBDRISHARES TR$21.0M0.02%871,494CommonNONE
464287739IYRISHARES TR$20.9M0.02%224,626CommonNONE
N07059210ASMLASML HOLDING N V$20.7M0.02%29,904CommonNONE
46138E214IDHQINVESCO EXCH TRADED FD TR II$20.7M0.02%729,193CommonNONE
46434VBD1IBDQISHARES TR$20.6M0.02%820,966CommonNONE
46137V225GRPMINVESCO EXCHANGE TRADED FD T$20.5M0.02%182,101CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$20.5M0.02%852,523CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$20.4M0.02%468,124CommonNONE
46434G863ESGEISHARES INC$20.4M0.02%610,873CommonNONE
74348A467NOBLPROSHARES TR$20.3M0.02%204,186CommonNONE
46435U663ESMLISHARES TR$20.2M0.02%479,233CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$20.1M0.02%501,456CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$19.9M0.02%90,620CommonNONE
464288760ITAISHARES TR$19.7M0.02%135,708CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$19.6M0.02%974,625CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$19.5M0.02%322,954CommonNONE
00206R102TAT&T INC$19.4M0.02%851,659CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$19.2M0.02%735,459CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$19.0M0.02%276,332CommonNONE
78464A367SPLBSPDR SER TR$19.0M0.02%853,597CommonNONE
19762B202XCEMCOLUMBIA ETF TR II$19.0M0.02%640,231CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$18.6M0.02%342,267CommonNONE
369604301GEGE AEROSPACE$18.3M0.02%110,008CommonNONE
46436E866ISHARES TR$18.2M0.02%780,734CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$18.2M0.02%191,124CommonNONE
863667101SYKSTRYKER CORPORATION$18.1M0.02%50,143CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$18.0M0.02%98,015CommonNONE
718172109PMPHILIP MORRIS INTL INC$17.9M0.02%148,763CommonNONE
78464A102XNTKSPDR SER TR$17.8M0.02%88,212CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$17.7M0.01%741,009CommonNONE
46436E528IBHFISHARES TR$17.5M0.01%756,812CommonNONE
46429B267GOVTISHARES TR$17.5M0.01%760,253CommonNONE
69374H816PALCPACER FDS TR$17.4M0.01%353,633CommonNONE
81762P102NOWSERVICENOW INC$17.3M0.01%16,315CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$17.2M0.01%242,683CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$17.2M0.01%175,942CommonNONE
82509L107SHOPSHOPIFY INC$17.1M0.01%160,625CommonNONE
464287689IWVISHARES TR$17.0M0.01%50,974CommonNONE
464287234EEMISHARES TR$16.9M0.01%403,682CommonNONE
097023105BABOEING CO$16.8M0.01%95,065CommonNONE
46436E858IBTGISHARES TR$16.7M0.01%731,659CommonNONE
47103U845JAAAJANUS DETROIT STR TR$16.3M0.01%321,536CommonNONE
N3167Y103RACEFERRARI N V$16.1M0.01%37,994CommonNONE
31609A503FMDEFIDELITY COVINGTON TRUST$16.1M0.01%489,366CommonNONE
46436E478IBHGISHARES TR$16.0M0.01%718,842CommonNONE
617446448MSMORGAN STANLEY$15.9M0.01%126,458CommonNONE
46436E841IBTHISHARES TR$15.9M0.01%715,438CommonNONE
464288562REZISHARES TR$15.8M0.01%195,482CommonNONE
78464A375SPIBSPDR SER TR$15.8M0.01%482,324CommonNONE
780259305SHELSHELL PLC$15.8M0.01%251,774CommonNONE
97717W281DGSWISDOMTREE TR$15.6M0.01%319,733CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$15.6M0.01%75,116CommonNONE
842587107SOSOUTHERN CO$15.6M0.01%189,118CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$15.5M0.01%146,609CommonNONE
46429B663HDVISHARES TR$15.5M0.01%138,003CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$15.4M0.01%560,246CommonNONE
35473P108DIVIFRANKLIN TEMPLETON ETF TR$15.4M0.01%511,796CommonNONE
00214Q104ARKKARK ETF TR$15.2M0.01%268,193CommonNONE
25746U109DDOMINION ENERGY INC$15.2M0.01%282,043CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$15.0M0.01%328,767CommonNONE
852234103XYZBLOCK INC$15.0M0.01%176,919CommonNONE
98149E303GLDMWORLD GOLD TR$15.0M0.01%288,771CommonNONE
92939U106WECWEC ENERGY GROUP INC$15.0M0.01%159,178CommonNONE
22160N109CSGPCOSTAR GROUP INC$15.0M0.01%209,061CommonNONE
855244109SBUXSTARBUCKS CORP$14.9M0.01%163,350CommonNONE
00214Q401ARKWARK ETF TR$14.8M0.01%137,102CommonNONE
548661107LOWLOWES COS INC$14.6M0.01%59,280CommonNONE
97717W315DEMWISDOMTREE TR$14.4M0.01%355,324CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$14.4M0.01%226,517CommonNONE
20030N101CMCSACOMCAST CORP NEW$14.3M0.01%381,419CommonNONE
464288257ACWIISHARES TR$14.2M0.01%121,258CommonNONE
040413205ANETARISTA NETWORKS INC$14.1M0.01%127,337CommonNONE
461202103INTUINTUIT$14.1M0.01%22,383CommonNONE
949746101WMT2WELLS FARGO CO NEW$14.1M0.01%200,073CommonNONE
58733R102MELIMERCADOLIBRE INC$14.0M0.01%8,261CommonNONE
031162100AMGNAMGEN INC$14.0M0.01%53,595CommonNONE
46138J742IUSINVESCO EXCH TRD SLF IDX FD$13.9M0.01%280,730CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$13.7M0.01%170,434CommonNONE
52468L505LVHILEGG MASON ETF INVT$13.7M0.01%447,630CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$13.6M0.01%152,448CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$13.6M0.01%46,379CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$13.5M0.01%36,992CommonNONE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$13.5M0.01%174,718CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$13.5M0.01%229,894CommonNONE
31428X106FDXFEDEX CORP$13.4M0.01%47,552CommonNONE
31609A305FELGFIDELITY COVINGTON TRUST$13.0M0.01%368,499CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$13.0M0.01%120,574CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$12.9M0.01%19CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$12.8M0.01%67,749CommonNONE
92647N766CFAVICTORY PORTFOLIOS II$12.8M0.01%150,206CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$12.6M0.01%54,372CommonNONE
92647N865CDLVICTORY PORTFOLIOS II$12.6M0.01%193,343CommonNONE
46429B614SMINISHARES TR$12.6M0.01%165,151CommonNONE
69374H436QDPLPACER FDS TR$12.6M0.01%327,391CommonNONE
19260Q107COINCOINBASE GLOBAL INC$12.4M0.01%50,094CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$12.3M0.01%357,036CommonNONE
78464A821MDYGSPDR SER TR$12.2M0.01%140,325CommonNONE
78464A763SDYSPDR SER TR$12.2M0.01%92,145CommonNONE
654106103NKENIKE INC$12.2M0.01%160,666CommonNONE
576485205MTDRMATADOR RES CO$12.1M0.01%214,852CommonNONE
11271J107BNBROOKFIELD CORP$12.0M0.01%208,530CommonNONE
97717W307DLNWISDOMTREE TR$12.0M0.01%153,974CommonNONE
G5960L103MDTMEDTRONIC PLC$12.0M0.01%149,605CommonNONE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$11.9M0.01%179,580CommonNONE
Y2573F102FLEXFLEX LTD$11.9M0.01%309,135CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$11.8M0.01%64,143CommonNONE
87612E106TGTTARGET CORP$11.8M0.01%87,426CommonNONE
33738R720ROBTFIRST TR EXCHANGE-TRADED FD$11.8M0.01%261,982CommonNONE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$11.7M0.01%194,102CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$11.7M0.01%9,877CommonNONE
02209S103MOALTRIA GROUP INC$11.7M0.01%223,669CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$11.6M0.01%485,989CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$11.6M0.01%208,883CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$11.6M0.01%43,521CommonNONE
464288638IGIBISHARES TR$11.6M0.01%224,377CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$11.5M0.01%164,235CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$11.3M0.01%221,498CommonNONE
808524763FNDASCHWAB STRATEGIC TR$11.2M0.01%378,352CommonNONE
921937793BLVVANGUARD BD INDEX FDS$11.2M0.01%164,162CommonNONE
46138G672RWKINVESCO EXCH TRADED FD TR II$11.2M0.01%96,628CommonNONE
464288448IDVISHARES TR$11.2M0.01%409,861CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$11.2M0.01%21,495CommonNONE
921910733ESGVVANGUARD WORLD FD$11.2M0.01%106,640CommonNONE
921932844IVOVVANGUARD ADMIRAL FDS INC$11.2M0.01%116,841CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$11.2M0.01%491,650CommonNONE
94106L109WMWASTE MGMT INC DEL$11.2M0.01%55,275CommonNONE
464287515IGVISHARES TR$11.1M0.01%111,198CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$11.1M0.01%196,723CommonNONE
98419M100XYLXYLEM INC$11.1M0.01%95,795CommonNONE
464287630IWNISHARES TR$11.1M0.01%67,679CommonNONE
46434G822EWJISHARES INC$11.0M0.01%164,473CommonNONE
46138G656RDIVINVESCO EXCH TRADED FD TR II$11.0M0.01%228,351CommonNONE
15118V207CELHCELSIUS HLDGS INC$10.9M0.01%414,977CommonNONE
316092857FRELFIDELITY COVINGTON TRUST$10.8M0.01%399,310CommonNONE
78464A201SLYGSPDR SER TR$10.7M0.01%118,725CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$10.6M0.01%23,663CommonNONE
743315103PGRPROGRESSIVE CORP$10.6M0.01%44,071CommonNONE
89832Q109TFCTRUIST FINL CORP$10.5M0.01%242,209CommonNONE
G54950103LINLINDE PLC$10.2M0.01%24,420CommonNONE
92537N108VRTVERTIV HOLDINGS CO$10.2M0.01%89,720CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$10.1M0.01%344,717CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$10.0M0.01%153,717CommonNONE
132061706EYLDCAMBRIA ETF TR$10.0M0.01%320,542CommonNONE
464288802SUSAISHARES TR$10.0M0.01%82,202CommonNONE
78464A474SPSBSPDR SER TR$10.0M0.01%333,395CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$9.9M0.01%166,256CommonNONE
231021106CMICUMMINS INC$9.9M0.01%28,311CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$9.8M0.01%234,345CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$9.7M0.01%20,935CommonNONE
808513105SCHWSCHWAB CHARLES CORP$9.7M0.01%130,560CommonNONE
369550108GDGENERAL DYNAMICS CORP$9.6M0.01%36,476CommonNONE
92840M102VSTVISTRA CORP$9.6M0.01%69,599CommonNONE
126650100CVSCVS HEALTH CORP$9.5M0.01%212,111CommonNONE
316092527FSMDFIDELITY COVINGTON TRUST$9.5M0.01%231,107CommonNONE
37637K108GTLBGITLAB INC$9.5M0.01%168,595CommonNONE
172967424CCITIGROUP INC$9.4M0.01%134,219CommonNONE
46428Q109SLVISHARES SILVER TR$9.4M0.01%357,114CommonNONE
88579Y101MMM3M CO$9.4M0.01%72,827CommonNONE
78463X533EDIVSPDR INDEX SHS FDS$9.4M0.01%266,335CommonNONE
921910840MGVVANGUARD WORLD FD$9.3M0.01%74,341CommonNONE
902973304USBUS BANCORP DEL$9.2M0.01%192,740CommonNONE
911363109URIUNITED RENTALS INC$9.2M0.01%13,060CommonNONE
97717W505DONWISDOMTREE TR$9.1M0.01%178,829CommonNONE
464286525ACWVISHARES INC$9.1M0.01%83,419CommonNONE
464288281EMBISHARES TR$9.0M0.01%101,304CommonNONE
595112103MUMICRON TECHNOLOGY INC$9.0M0.01%107,107CommonNONE
464286475EEMSISHARES INC$9.0M0.01%154,303CommonNONE
46138G300XSHQINVESCO EXCH TRADED FD TR II$8.9M0.01%210,196CommonNONE
125269100CFCF INDS HLDGS INC$8.9M0.01%103,947CommonNONE
443510607HUBBHUBBELL INC$8.8M0.01%20,943CommonNONE
464287838IYMISHARES TR$8.7M0.01%66,816CommonNONE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$8.7M0.01%292,223CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$8.6M0.01%47,147CommonNONE
001055102AFLAFLAC INC$8.6M0.01%83,128CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$8.6M0.01%23,252CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$8.5M0.01%480,997CommonNONE
G25508105CRHCRH PLC$8.5M0.01%91,833CommonNONE
464289511IGLBISHARES TR$8.4M0.01%170,692CommonNONE
46641Q738BBREJ P MORGAN EXCHANGE TRADED F$8.4M0.01%89,325CommonNONE

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.