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Advisor Resource Council

Q1 2025 · 13F-HR

Advisor Resource Councilholdings as filed

Filed 2025-04-22 · accession 0001085146-25-002216

$1.24B
Reported value
596
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 596

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$72.5M5.85%168,779CommonNONE
037833100AAPLAPPLE INC$25.3M2.04%140,904CommonNONE
46090E103QQQINVESCO QQQ TR$23.7M1.91%54,328CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$19.4M1.56%106,443CommonNONE
78464A649SPABSPDR SER TR$18.2M1.47%732,332CommonNONE
78463V107GLDSPDR GOLD TR$18.1M1.46%67,376CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$17.3M1.40%97,330CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$16.8M1.35%375,513CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$16.6M1.34%102,515CommonNONE
67066G104NVDANVIDIA CORPORATION$16.2M1.31%165,247CommonNONE
78468R663BILSPDR SER TR$16.1M1.30%176,561CommonNONE
78464A508SPYVSPDR SER TR$16.0M1.29%314,080CommonNONE
023135106AMZNAMAZON COM INC$15.0M1.21%84,615CommonNONE
78464A144SPBOSPDR SER TR$14.3M1.16%505,467CommonNONE
594918104MSFTMICROSOFT CORP$14.0M1.13%47,411CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$12.8M1.03%187,435CommonNONE
78464A847SPMDSPDR SER TR$12.4M1.00%243,713CommonNONE
78464A854SPYMSPDR SER TR$11.6M0.94%187,557CommonNONE
78464A409SPYGSPDR SER TR$11.4M0.92%143,255CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$11.1M0.89%122,378CommonNONE
74933W452TBILRBB FD INC$10.9M0.88%217,336CommonNONE
922908363VOOVANGUARD INDEX FDS$10.7M0.86%20,868CommonNONE
922908751VBVANGUARD INDEX FDS$10.5M0.85%50,056CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.7M0.78%23,774CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$9.5M0.76%68,678CommonNONE
30303M102METAMETA PLATFORMS INC$8.9M0.72%16,160CommonNONE
922908769VTIVANGUARD INDEX FDS$8.9M0.71%34,283CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$8.7M0.70%176,283CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$8.7M0.70%224,570CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$8.2M0.66%167,487CommonNONE
02079K305GOOGLALPHABET INC$7.9M0.64%54,831CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$7.6M0.61%35,103CommonNONE
30231G102XOMEXXON MOBIL CORP$7.6M0.61%69,062CommonNONE
37954Y475XYLDGLOBAL X FDS$7.4M0.59%186,193CommonNONE
97717X669DGRWWISDOMTREE TR$7.3M0.59%91,631CommonNONE
78464A474SPSBSPDR SER TR$7.1M0.57%244,837CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$6.9M0.56%202,710CommonNONE
464287200IVVISHARES TR$6.9M0.56%22,111CommonNONE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$6.8M0.55%237,109CommonNONE
69374H105PTLCPACER FDS TR$6.7M0.54%130,234CommonNONE
53700T827DBMFLITMAN GREGORY FDS TR$6.7M0.54%273,855CommonNONE
464288588MBBISHARES TR$6.4M0.52%70,738CommonNONE
464287515IGVISHARES TR$6.4M0.52%73,551CommonNONE
78468R200FLRNSPDR SER TR$6.4M0.51%216,429CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$6.3M0.51%183,325CommonNONE
922908637VVVANGUARD INDEX FDS$6.3M0.51%24,652CommonNONE
464287150ITOTISHARES TR$6.3M0.51%52,347CommonNONE
97717W547WTVWISDOMTREE TR$6.2M0.50%94,179CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$6.2M0.50%75,683CommonNONE
98149E303GLDMWORLD GOLD TR$6.1M0.49%123,790CommonNONE
37954Y293MLPXGLOBAL X FDS$5.9M0.48%115,699CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.8M0.47%6,466CommonNONE
78464A664SPTLSPDR SER TR$5.7M0.46%215,617CommonNONE
78468R853SPSMSPDR SER TR$5.5M0.44%137,440CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$5.5M0.44%45,102CommonNONE
464287309IVWISHARES TR$5.5M0.44%58,825CommonNONE
594972408MSTRMICROSTRATEGY INC$5.3M0.43%18,689CommonNONE
47103U845JAAAJANUS DETROIT STR TR$5.3M0.43%106,754CommonNONE
14021D107CGBLCAPITAL GROUP CORE BALANCED$5.1M0.41%164,823CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$5.1M0.41%83,447CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$4.9M0.40%98,382CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$4.9M0.39%52,777CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$4.9M0.39%29,317CommonNONE
46641Q373BBINJ P MORGAN EXCHANGE TRADED F$4.8M0.39%77,886CommonNONE
58155Q103MCKMCKESSON CORP$4.7M0.38%7,652CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$4.6M0.37%197,327CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.6M0.37%19,574CommonNONE
922907746VTEBVANGUARD MUN BD FDS$4.5M0.36%91,570CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$4.5M0.36%31,927CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$4.4M0.36%83,788CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.4M0.36%28,898CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$4.4M0.36%55,915CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$4.3M0.35%62,255CommonNONE
337738108FISVFISERV INC$4.3M0.34%21,104CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$4.3M0.34%64,178CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$4.3M0.34%36,709CommonNONE
26922A222ACIOETF SER SOLUTIONS$4.2M0.34%126,665CommonNONE
921932869IVOGVANGUARD ADMIRAL FDS INC$4.1M0.33%40,372CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$4.1M0.33%70,913CommonNONE
78464A763SDYSPDR SER TR$4.0M0.32%31,394CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$4.0M0.32%14,655CommonNONE
46434G822EWJISHARES INC$3.9M0.31%56,652CommonNONE
92189F643MOATVANECK ETF TRUST$3.9M0.31%44,085CommonNONE
464287226AGGISHARES TR$3.8M0.31%38,596CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$3.8M0.31%133,631CommonNONE
46438G562QTOPISHARES TR$3.7M0.30%157,431CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$3.7M0.30%98,207CommonNONE
78464A672SPTISPDR SER TR$3.7M0.30%157,977CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$3.7M0.30%107,306CommonNONE
464287457SHYISHARES TR$3.6M0.29%44,056CommonNONE
464287176TIPISHARES TR$3.6M0.29%33,547CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$3.5M0.28%203,746CommonNONE
46654Q716JBNDJ P MORGAN EXCHANGE TRADED F$3.4M0.27%63,445CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.3M0.27%41,260CommonNONE
79466L302CRMSALESFORCE INC$3.3M0.27%14,343CommonNONE
922908553VNQVANGUARD INDEX FDS$3.3M0.27%37,102CommonNONE
78462F953SPDR S&P 500 ETF TR$3.3M0.27%517,400PUTNONE
78464A631XARSPDR SER TR$3.3M0.27%20,469CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$3.2M0.26%162,267CommonNONE
92204A702VGTVANGUARD WORLD FD$3.2M0.26%6,595CommonNONE
78464A201SLYGSPDR SER TR$3.2M0.26%39,196CommonNONE
032654105ADIANALOG DEVICES INC$3.2M0.26%17,137CommonNONE
464288679SHVISHARES TR$3.2M0.26%28,702CommonNONE
697435105PANWPALO ALTO NETWORKS INC$3.2M0.26%20,923CommonNONE
82835W108SPRYARS PHARMACEUTICALS INC$3.1M0.25%249,230CommonNONE
46432F396MTUMISHARES TR$3.1M0.25%15,770CommonNONE
26922A388DRSKETF SER SOLUTIONS$3.1M0.25%124,091CommonNONE
464287234EEMISHARES TR$3.0M0.24%70,879CommonNONE
78467V707ULSTSSGA ACTIVE ETF TR$3.0M0.24%74,259CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.9M0.24%38,745CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.9M0.23%8,154CommonNONE
166764100CVXCHEVRON CORP NEW$2.8M0.23%17,319CommonNONE
464285204IAUISHARES GOLD TR$2.8M0.23%47,662CommonNONE
19761L706RECSCOLUMBIA ETF TR I$2.8M0.22%82,875CommonNONE
11135F101AVGOBROADCOM INC$2.8M0.22%20,783CommonNONE
37954Y673PAVEGLOBAL X FDS$2.7M0.22%90,166CommonNONE
184496107CLHCLEAN HARBORS INC$2.7M0.22%15,477CommonNONE
78468R523BILSSPDR SER TR$2.7M0.22%35,805CommonNONE
46429B747STIPISHARES TR$2.7M0.22%26,377CommonNONE
437076102HDHOME DEPOT INC$2.7M0.22%7,548CommonNONE
132061607GAACAMBRIA ETF TR$2.7M0.21%91,121CommonNONE
00326L100XAODXABRDN TOTAL DYNAMIC DIVIDEND$2.6M0.21%313,954CommonNONE
G7709Q104RPRXROYALTY PHARMA PLC$2.6M0.21%90,577CommonNONE
464287184FXIISHARES TR$2.6M0.21%96,156CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$2.6M0.21%95,720CommonNONE
74933W460XBILRBB FD INC$2.5M0.20%50,590CommonNONE
92204A306VDEVANGUARD WORLD FD$2.5M0.20%19,476CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$2.5M0.20%49,208CommonNONE
595112103MUMICRON TECHNOLOGY INC$2.4M0.20%31,322CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$2.4M0.20%111,380CommonNONE
172967424CCITIGROUP INC$2.4M0.19%36,392CommonNONE
464287408IVEISHARES TR$2.4M0.19%12,505CommonNONE
74762E102QUREQUANTA SVCS INC$2.4M0.19%10,574CommonNONE
64110L106NFLXNETFLIX INC$2.3M0.19%2,629CommonNONE
78468R622JNKSPDR SER TR$2.3M0.19%24,306CommonNONE
931142103WMTWALMART INC$2.3M0.19%31,914CommonNONE
26922B709IDUBETF SER SOLUTIONS$2.3M0.18%130,877CommonNONE
19762B202XCEMCOLUMBIA ETF TR II$2.3M0.18%77,169CommonNONE
88160R101TSLATESLA INC$2.3M0.18%11,376CommonNONE
53220K504LGNDLIGAND PHARMACEUTICALS INC$2.2M0.18%22,425CommonNONE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$2.2M0.18%27,337CommonNONE
898402102TRMKTRUSTMARK CORP$2.2M0.18%64,512CommonNONE
00090Q103ADTADT INC DEL$2.2M0.18%296,295CommonNONE
78464A383SPMBSPDR SER TR$2.2M0.18%99,404CommonNONE
922908629VOVANGUARD INDEX FDS$2.2M0.18%8,443CommonNONE
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OP$2.1M0.17%371,938CommonNONE
05463X106AXGNAXOGEN INC$2.1M0.17%121,030CommonNONE
69374H303PTNQPACER FDS TR$2.1M0.17%30,049CommonNONE
443201108HWMHOWMET AEROSPACE INC$2.1M0.17%17,070CommonNONE
87612G101TRGPTARGA RES CORP$2.1M0.17%11,774CommonNONE
30212P303EXPEEXPEDIA GROUP INC$2.1M0.17%13,639CommonNONE
808524706SCHESCHWAB STRATEGIC TR$2.1M0.17%75,589CommonNONE
464287622IWBISHARES TR$2.1M0.17%6,822CommonNONE
69374H881COWZPACER FDS TR$2.1M0.17%37,645CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$2.0M0.16%67,441CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$2.0M0.16%17,764CommonNONE
217204106CPRTCOPART INC$1.9M0.16%38,421CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$1.9M0.16%21,582CommonNONE
G01767105ALKSALKERMES PLC$1.9M0.15%60,952CommonNONE
35137L204FOXFOX CORP$1.9M0.15%37,776CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$1.9M0.15%47,177CommonNONE
338307101FIVNFIVE9 INC$1.9M0.15%75,615CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.9M0.15%35,217CommonNONE
04649U102ASURASURE SOFTWARE INC$1.9M0.15%205,429CommonNONE
92826C839VVISA INC$1.8M0.15%6,675CommonNONE
464287655IWMISHARES TR$1.8M0.15%20,961CommonNONE
46432F834IXUSISHARES TR$1.8M0.14%25,771CommonNONE
040413205ANETARISTA NETWORKS INC$1.8M0.14%25,569CommonNONE
26922B642JUCYETF SER SOLUTIONS$1.8M0.14%84,099CommonNONE
46429B291QLTAISHARES TR$1.7M0.14%36,760CommonNONE
353506108FTSDFRANKLIN ETF TR$1.7M0.14%18,695CommonNONE
464287507IJHISHARES TR$1.7M0.14%28,842CommonNONE
464287879IJSISHARES TR$1.7M0.13%17,073CommonNONE
46429B697USMVISHARES TR$1.7M0.13%18,988CommonNONE
02079K107GOOGALPHABET INC$1.7M0.13%19,980CommonNONE
910047109UALUNITED AIRLS HLDGS INC$1.6M0.13%25,116CommonNONE
33939L845QDEFFLEXSHARES TR$1.6M0.13%23,318CommonNONE
78468R101SPTSSPDR SER TR$1.6M0.13%60,458CommonNONE
464287481IWPISHARES TR$1.6M0.13%16,722CommonNONE
922908736VUGVANGUARD INDEX FDS$1.6M0.13%4,374CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$1.6M0.13%26,694CommonNONE
00287Y109ABBVABBVIE INC$1.6M0.13%8,846CommonNONE
09260Q108BTXBLACKROCK TECH AND PRIVATE E$1.6M0.13%251,855CommonNONE
717081103PFEPFIZER INC$1.6M0.13%65,388CommonNONE
871607107SNPSSYNOPSYS INC$1.5M0.12%4,023CommonNONE
929740108WABWABTEC$1.5M0.12%9,571CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$1.5M0.12%56,528CommonNONE
922020805VTIPVANGUARD MALVERN FDS$1.5M0.12%30,256CommonNONE
00206R102TAT&T INC$1.5M0.12%56,981CommonNONE
09260U109BCATBLACKROCK CAP ALLOCATION TER$1.5M0.12%102,944CommonNONE
26922A784ADMEETF SER SOLUTIONS$1.5M0.12%40,238CommonNONE
28618M106ESIELEMENT SOLUTIONS INC$1.5M0.12%71,727CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$1.5M0.12%25,076CommonNONE
004498101ACIWACI WORLDWIDE INC$1.5M0.12%27,882CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$1.4M0.12%46,036CommonNONE
464288661IEIISHARES TR$1.4M0.12%12,323CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$1.4M0.12%12,936CommonNONE
00724F101ADBEADOBE INC$1.4M0.11%4,040CommonNONE
26922A446OSCVETF SER SOLUTIONS$1.4M0.11%48,097CommonNONE
12618T105CRAICRA INTL INC$1.3M0.11%8,056CommonNONE
92204A405VFHVANGUARD WORLD FD$1.3M0.11%11,044CommonNONE
36828A101GEVGE VERNOVA INC$1.3M0.11%4,552CommonNONE
33740F748FMAYFIRST TR EXCHNG TRADED FD VI$1.3M0.10%35,523CommonNONE
78464A367SPLBSPDR SER TR$1.3M0.10%56,734CommonNONE
464288687PFFISHARES TR$1.3M0.10%43,923CommonNONE
478160104JNJJOHNSON & JOHNSON$1.3M0.10%7,794CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$1.3M0.10%32,900CommonNONE
29275Y102ENSENERSYS$1.3M0.10%14,442CommonNONE
404030108HEESEURH & E EQUIPMENT SERVICES INC$1.3M0.10%13,907CommonNONE
243537107DECKDECKERS OUTDOOR CORP$1.3M0.10%11,785CommonNONE
830566105SKAASKECHERS U S A INC$1.2M0.10%24,238CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$1.2M0.10%16,156CommonNONE
464287804IJRISHARES TR$1.2M0.10%11,787CommonNONE
05464C101AXONAXON ENTERPRISE INC$1.2M0.10%3,023CommonNONE
253393102DKSDICKS SPORTING GOODS INC$1.2M0.10%6,641CommonNONE
95082P105WCCWESCO INTL INC$1.2M0.10%7,760CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.2M0.10%60,648CommonNONE
925652109VICIVICI PPTYS INC$1.2M0.10%38,271CommonNONE
69346J106GHYPGIM GLOBAL HIGH YIELD FD FO$1.2M0.09%86,938CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.09%2,327CommonNONE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$1.2M0.09%93,841CommonNONE
126650100CVSCVS HEALTH CORP$1.1M0.09%17,235CommonNONE
315616102FFIVF5 INC$1.1M0.09%4,631CommonNONE
46434V860TFLOISHARES TR$1.1M0.09%22,645CommonNONE
088929104BGCBGC GROUP INC$1.1M0.09%130,587CommonNONE
20825C104COPCONOCOPHILLIPS$1.1M0.09%10,908CommonNONE
89834G760CLSETRUST FOR PROFESSIONAL MANAG$1.1M0.09%52,153CommonNONE
464287499IWRISHARES TR$1.1M0.09%13,171CommonNONE
69344A107PULSPGIM ETF TR$1.1M0.09%22,778CommonNONE
56585A102MPCMARATHON PETE CORP$1.1M0.09%7,631CommonNONE
03831W108APPAPPLOVIN CORP$1.1M0.09%4,621CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$1.1M0.09%9,968CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.1M0.09%7,359CommonNONE
532457108LLYELI LILLY & CO$1.1M0.09%1,514CommonNONE
629209305NMIHNMI HLDGS INC$1.1M0.09%30,714CommonNONE
320517105FHNFIRST HORIZON CORPORATION$1.1M0.09%54,689CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.1M0.09%33,256CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$1.1M0.09%31,716CommonNONE
902681105UGIUGI CORP NEW$1.1M0.08%35,192CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$1.1M0.08%44,984CommonNONE
46654Q740JGLOJ P MORGAN EXCHANGE TRADED F$1.0M0.08%17,795CommonNONE
464288372IGFISHARES TR$1.0M0.08%19,035CommonNONE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$1.0M0.08%127,752CommonNONE
75513E101RTXRTX CORPORATION$1.0M0.08%7,821CommonNONE
031162100AMGNAMGEN INC$1.0M0.08%4,272CommonNONE
553368101MPMP MATERIALS CORP$1.0M0.08%44,888CommonNONE
17275R102CSCOCISCO SYS INC$1.0M0.08%16,416CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$1.0M0.08%8,746CommonNONE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$1.0M0.08%35,823CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$999,9340.08%22,242CommonNONE
375558103GILDGILEAD SCIENCES INC$995,0310.08%9,202CommonNONE
055645303BRTBRT APARTMENTS CORP$993,6810.08%61,173CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$989,2900.08%6,016CommonNONE
02209S103MOALTRIA GROUP INC$988,3060.08%17,508CommonNONE
447462102HURNHURON CONSULTING GROUP INC$986,2790.08%7,194CommonNONE
53656F599HEGDLISTED FD TR$980,1780.08%44,757CommonNONE
78464A698KRESPDR SER TR$962,6980.08%16,934CommonNONE
747525103QCOMQUALCOMM INC$961,8010.08%9,795CommonNONE
46434V381XTISHARES TR$953,1540.08%16,559CommonNONE
494368103KMBKIMBERLY-CLARK CORP$951,9390.08%6,693CommonNONE
88579Y101MMM3M CO$946,2050.08%7,136CommonNONE
512807306LRCXLAM RESEARCH CORP$940,3330.08%13,366CommonNONE
576485205MTDRMATADOR RES CO$933,8440.08%18,278CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$927,8130.07%18,973CommonNONE
78464A805SPTMSPDR SER TR$923,8130.07%13,584CommonNONE
025072398MUSIAMERICAN CENTY ETF TR$920,9910.07%21,056CommonNONE
47103U852JMBSJANUS DETROIT STR TR$909,8760.07%20,130CommonNONE
57636Q104MAMASTERCARD INCORPORATED$885,5990.07%1,877CommonNONE
92204A884VOXVANGUARD WORLD FD$880,1150.07%9,133CommonNONE
921937835BNDVANGUARD BD INDEX FDS$879,1220.07%11,969CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$878,8710.07%4,321CommonNONE
464287440IEFISHARES TR$873,8990.07%9,336CommonNONE
64049M209NEONEOGENOMICS INC$872,0780.07%96,343CommonNONE
020002101ALLALLSTATE CORP$859,8770.07%4,153CommonNONE
060505104BACBANK AMERICA CORP$855,7190.07%21,205CommonNONE
26922B535DUBSETF SER SOLUTIONS$846,4130.07%33,243CommonNONE
16115Q308GTLSCHART INDS INC$844,0280.07%6,392CommonNONE
112830104RABROOKFIELD REAL ASSETS INCOM$841,2460.07%63,924CommonNONE
G9456A100GLNGGOLAR LNG LTD$838,5460.07%22,959CommonNONE
58844R108MBINMERCHANTS BANCORP IND$830,2580.07%23,876CommonNONE
464287465EFAISHARES TR$820,8880.07%21,330CommonNONE
19248A109UTFCOHEN & STEERS INFRASTRUCTUR$819,1890.07%32,062CommonNONE
69374H360COWGPACER FDS TR$816,3610.07%26,514CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$814,9980.07%15,825CommonNONE
464288752ITBISHARES TR$814,5740.07%8,556CommonNONE
46434V621DGROISHARES TR$814,5100.07%13,184CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$809,0030.07%10,248CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$802,3610.06%37,399CommonNONE
842587107SOSOUTHERN CO$799,9660.06%8,744CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$798,4420.06%1CommonNONE
988498101YUMYUM BRANDS INC$794,2550.06%5,103CommonNONE
580135101MCDMCDONALDS CORP$788,0050.06%2,523CommonNONE
71424F105PRPERMIAN RESOURCES CORP$770,4670.06%57,847CommonNONE
78467V103RLYSSGA ACTIVE ETF TR$765,9640.06%26,838CommonNONE
071813109BAXBAXTER INTL INC$762,0470.06%22,517CommonNONE
149123101CATCATERPILLAR INC$754,7570.06%2,338CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$748,9750.06%13,648CommonNONE
464288174WOODISHARES TR$748,2660.06%9,920CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$738,3350.06%22,381CommonNONE
92343E102VRSNVERISIGN INC$737,4980.06%2,967CommonNONE
907818108UNPUNION PAC CORP$728,0110.06%3,100CommonNONE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$723,6890.06%38,700CommonNONE
882508104TXNTEXAS INSTRS INC$722,1200.06%4,019CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$722,0340.06%16,534CommonNONE
132061862TAILCAMBRIA ETF TR$721,4530.06%61,244CommonNONE
72201R635MINOPIMCO ETF TR$712,2710.06%18,099CommonNONE
29358P101ENSGENSIGN GROUP INC$702,1980.06%5,719CommonNONE
438516106HONHONEYWELL INTL INC$695,2370.06%3,316CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$691,2090.06%3,209CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$684,6820.06%11,570CommonNONE
49456B101KMIKINDER MORGAN INC DEL$678,1910.05%24,071CommonNONE
921910873MGCVANGUARD WORLD FD$671,7970.05%3,336CommonSOLE
92840M102VSTVISTRA CORP$669,2430.05%5,826CommonNONE
46435U853USHYISHARES TR$667,1400.05%19,413CommonNONE
969457100WMBWILLIAMS COS INC$655,8790.05%14,624CommonNONE
97717Y527USFRWISDOMTREE TR$653,7340.05%18,983CommonNONE
69374H204PTMCPACER FDS TR$646,2690.05%18,678CommonNONE
23331A109DHID R HORTON INC$643,2820.05%5,060CommonNONE
729640102PLYMPLYMOUTH INDL REIT INC$643,0960.05%42,050CommonNONE
58933Y105MRKMERCK & CO INC$636,6230.05%9,892CommonNONE
808513105SCHWSCHWAB CHARLES CORP$633,1970.05%12,149CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$633,1280.05%6,591CommonNONE
33939L662HYGVFLEXSHARES TR$630,5860.05%15,655CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$628,9190.05%14,478CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$628,7870.05%19,479CommonNONE
78468R788SPYDSPDR SER TR$623,0140.05%16,855CommonNONE
75281A109RRCRANGE RES CORP$622,3110.05%15,585CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$621,1360.05%10,586CommonNONE
68268W103OMFONEMAIN HLDGS INC$613,3500.05%13,533CommonNONE
876030107TPRTAPESTRY INC$608,5470.05%8,769CommonNONE
85256A109STGWSTAGWELL INC$608,3010.05%105,363CommonNONE
29273V100ETENERGY TRANSFER L P$607,8450.05%39,717CommonNONE
69344A834PAAAPGIM ETF TR$607,7860.05%12,142CommonNONE
29250N105ENBENBRIDGE INC$597,8470.05%16,400CommonNONE
03076K108ABCBAMERIS BANCORP$589,9790.05%10,736CommonNONE
921910816MGKVANGUARD WORLD FD$588,0440.05%2,453CommonNONE
806857108SLBSCHLUMBERGER LTD$585,5560.05%14,009CommonNONE
097023105BABOEING CO$578,4340.05%3,392CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$577,8950.05%17,817CommonNONE
138103106UTE0CANTALOUPE INC$577,6580.05%76,655CommonNONE
903002103UMHUMH PPTYS INC$577,5110.05%32,164CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$576,1480.05%7,991CommonNONE
G29183103ETNEATON CORP PLC$574,3540.05%3,043CommonNONE
33939L100TILTFLEXSHARES TR$572,9740.05%2,785CommonNONE
713448108PEPPEPSICO INC$571,2370.05%5,459CommonNONE
539830109LMTLOCKHEED MARTIN CORP$569,5140.05%1,345CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$568,7140.05%11,338CommonNONE
464287614IWFISHARES TR$560,2310.05%3,658CommonNONE
464287721IYWISHARES TR$559,8520.05%3,999CommonNONE
912318409UNGUNITED STS NAT GAS FD LP$556,8400.04%25,767CommonNONE
00162Q452AMLPALPS ETF TR$556,6940.04%10,718CommonNONE
191216100KOCOCA COLA CO$551,1890.04%11,141CommonNONE
369604301GEGE AEROSPACE$549,0490.04%2,743CommonNONE
756109104OREALTY INCOME CORP$547,0710.04%9,566CommonNONE
466032109JJSFJ & J SNACK FOODS CORP$539,9390.04%4,296CommonNONE
302635206FSKFS KKR CAP CORP$529,4050.04%25,270CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$523,2510.04%1,564CommonNONE
922908538VOTVANGUARD INDEX FDS$522,0630.04%2,134CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$519,5150.04%11,783CommonNONE
018802108LNTALLIANT ENERGY CORP$518,2110.04%8,053CommonNONE
922908652VXFVANGUARD INDEX FDS$517,4270.04%3,004CommonNONE
92204A108VCRVANGUARD WORLD FD$515,8110.04%2,840CommonNONE
718546104PSXPHILLIPS 66$508,8670.04%4,121CommonNONE
855244109SBUXSTARBUCKS CORP$504,7200.04%5,368CommonNONE
808524607SCHASCHWAB STRATEGIC TR$495,3990.04%22,929CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$486,3680.04%4,173CommonNONE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$484,8180.04%4,009CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$482,2420.04%9,046CommonNONE
69374H634USAIPACER FDS TR$481,0180.04%11,701CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$476,2950.04%8,674CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$473,7320.04%10,294CommonNONE
227046109CROXCROCS INC$471,0510.04%4,901CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$469,7240.04%8,817CommonNONE
032108607BLOKAMPLIFY ETF TR$467,0550.04%13,164CommonNONE
872590104TMUST-MOBILE US INC$463,1850.04%1,770CommonNONE
921909768VXUSVANGUARD STAR FDS$460,2580.04%8,731CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$459,8580.04%8,014CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$459,2470.04%10,299CommonNONE
043436104ABGASBURY AUTOMOTIVE GROUP INC$454,9950.04%2,196CommonNONE
97717W307DLNWISDOMTREE TR$454,5100.04%5,926CommonNONE
055622104BPBP PLC$453,8460.04%13,899CommonNONE
844741108LUVSOUTHWEST AIRLS CO$448,4700.04%13,355CommonNONE
33739P863FCALFIRST TR EXCH TRADED FD III$448,2180.04%9,234CommonNONE
682680103OKEONEOK INC NEW$443,2580.04%5,148CommonNONE
78463M107SPSCSPS COMM INC$439,0870.04%3,441CommonNONE
617446448MSMORGAN STANLEY$436,7990.04%3,896CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$436,6230.04%3,970CommonNONE
38747R603DRUPGRANITESHARES ETF TR$435,3720.04%8,375CommonNONE
254687106DISDISNEY WALT CO$434,0710.04%4,679CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$433,9980.04%4,491CommonNONE
72201R833MINTPIMCO ETF TR$426,9610.03%4,534CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$426,3490.03%7,550CommonNONE
78464A870XBISPDR SER TR$423,0700.03%5,217CommonNONE
548661107LOWLOWES COS INC$418,8710.03%1,831CommonNONE
222795502CUZCOUSINS PPTYS INC$417,5740.03%14,155CommonNONE
69374H709GCOWPACER FDS TR$408,1120.03%11,036CommonNONE
746823103PMMPUTNAM MANAGED MUN INCOME TR$406,3760.03%66,293CommonNONE
405217100HAINHAIN CELESTIAL GROUP INC$404,6790.03%101,729CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$404,4570.03%4,385CommonNONE
65339F101NEENEXTERA ENERGY INC$402,1900.03%5,781CommonNONE
029899101AWRAMER STATES WTR CO$401,5040.03%5,103CommonNONE
03076C106AMPAMERIPRISE FINL INC$398,9620.03%824CommonNONE
806037107SCSCSCANSOURCE INC$396,3550.03%12,134CommonNONE
743315103PGRPROGRESSIVE CORP$394,6670.03%1,602CommonNONE
46132X101OIAINVESCO MUNI INCOME OPP TRST$394,0800.03%65,462CommonNONE
92343X100VTYVERINT SYS INC$393,2240.03%22,937CommonNONE
00400R858WBIYABSOLUTE SHS TR$392,7090.03%13,305CommonNONE
609207105MDLZMONDELEZ INTL INC$392,4300.03%5,784CommonNONE
683344105ONTOONTO INNOVATION INC$391,3240.03%3,361CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$390,7800.03%21,491CommonNONE
21036P108STZCONSTELLATION BRANDS INC$389,6020.03%2,203CommonNONE
09661T602BKAGBNY MELLON ETF TRUST$385,4100.03%10,157CommonNONE
464289859AOAISHARES TR$385,3020.03%5,638CommonNONE
94106L109WMWASTE MGMT INC DEL$383,6160.03%1,657CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$382,4570.03%9,014CommonNONE
38748G101BARGRANITESHARES GOLD TR$381,3090.03%13,463CommonNONE
461202103INTUINTUIT$381,0610.03%680CommonNONE
68621T102OBKORIGIN BANCORP INC$377,3480.03%10,884CommonNONE
67075G103JGHNUVEEN GLOBAL HIGH INCOME FD$373,6570.03%28,567CommonNONE
03073E105CORCENCORA INC$371,0400.03%1,775CommonNONE
780910105RVTROYCE SMALL CAP TRUST INC$369,4300.03%30,439CommonNONE
911363109URIUNITED RENTALS INC$369,1260.03%589CommonNONE
00214Q104ARKKARK ETF TR$368,1620.03%7,972CommonNONE
46428Q109SLVISHARES SILVER TR$361,9520.03%14,004CommonNONE
41653L602TRPAHARTFORD FDS EXCHANGE TRADED$361,7680.03%9,313CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$360,8300.03%2,079CommonNONE
452308109ITWILLINOIS TOOL WKS INC$360,4530.03%1,485CommonNONE
922908595VBKVANGUARD INDEX FDS$357,6200.03%1,420CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$356,7170.03%253CommonNONE
464287598IWDISHARES TR$354,4470.03%2,404CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$354,3960.03%2,906CommonNONE
67075F105XDIAXNUVEEN DOW 30 DYNMC OVERWRT$354,3920.03%24,458CommonNONE
922417100VECOVEECO INSTRS INC DEL$351,1090.03%18,184CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$351,0160.03%17,755CommonNONE
744320102PRUPRUDENTIAL FINL INC$350,8930.03%3,361CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$346,3720.03%3,751CommonNONE
H1467J104CBCHUBB LIMITED$345,8710.03%1,171CommonNONE
67074Y105JRINUVEEN REAL ASSET INCOME & G$344,1310.03%26,594CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$343,6880.03%805CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$336,3020.03%3,908CommonNONE
002824100ABTABBOTT LABS$333,5880.03%2,684CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$332,6640.03%4,992CommonNONE
75321W103PACKRANPAK HOLDINGS CORP$331,3620.03%63,657CommonNONE
237194105DRIDARDEN RESTAURANTS INC$330,8720.03%1,593CommonNONE
38747R306HIPSGRANITESHARES ETF TR$330,7270.03%26,000CommonNONE
143658300CCL1EURCARNIVAL CORP$330,2310.03%16,909CommonNONE
68389X105ORCLORACLE CORP$327,6060.03%2,405CommonNONE
74275G107PRTHPRIORITY TECHNOLOGY HLDGS IN$327,5140.03%50,065CommonNONE
458140100INTCINTEL CORP$326,1920.03%16,595CommonNONE
464287242LQDISHARES TR$326,0470.03%3,000CommonNONE
949746101WMT2WELLS FARGO CO NEW$325,6620.03%4,536CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$322,7960.03%4,960CommonNONE
72201R783HYSPIMCO ETF TR$322,2840.03%3,441CommonNONE
72201R585PYLDPIMCO ETF TR$320,0850.03%12,147CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$315,6350.03%5,206CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$315,5380.03%2,069CommonNONE
12740C103CADECADENCE BANK$314,1560.03%10,348CommonNONE
194162103CLCOLGATE PALMOLIVE CO$313,0520.03%3,341CommonNONE
723763108XMHIXPIONEER MUNICIPAL HIGH INCOM$311,2820.03%33,835CommonNONE
G5960L103MDTMEDTRONIC PLC$310,6440.03%6,673CommonNONE
172908105CTASCINTAS CORP$307,5310.02%1,533CommonSOLE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$307,1830.02%37,234CommonNONE
780915104RMTROYCE MICRO-CAP TR INC$300,8510.02%35,688CommonNONE
85521B742AGOXSTARBOARD INVT TR$299,7600.02%12,252CommonNONE
72201R775BONDPIMCO ETF TR$298,7730.02%3,231CommonNONE
922908744VTVVANGUARD INDEX FDS$297,7430.02%2,433CommonNONE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$294,8430.02%27,025CommonNONE
00162Q205EQLALPS ETF TR$294,7370.02%2,340CommonNONE
723762100XPMAXPIONEER MUNICIPAL HIGH INCOM$290,9570.02%34,845CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$290,4210.02%532CommonNONE
281020107EIXEDISON INTL$287,7640.02%5,034CommonNONE
001055102AFLAFLAC INC$286,4820.02%2,577CommonNONE
863667101SYKSTRYKER CORPORATION$285,5230.02%848CommonNONE
038222105AMATAPPLIED MATLS INC$284,9300.02%2,072CommonNONE
23908L306DWLDDAVIS FUNDAMENTAL ETF TR$283,4290.02%7,520CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$282,8820.02%2,963CommonNONE
46137V605DJDINVESCO EXCHANGE TRADED FD T$282,6410.02%5,350CommonNONE
46817M107JXNJACKSON FINANCIAL INC$281,6070.02%4,043CommonNONE
824348106SHWSHERWIN WILLIAMS CO$280,8490.02%815CommonNONE
95058W100WENWENDYS CO$279,7560.02%19,122CommonNONE
50212V100LPLALPL FINL HLDGS INC$278,7230.02%852CommonNONE
233051143SNPEDBX ETF TR$276,5580.02%5,484CommonNONE
09260K101BSTZBLACKROCK SCIENCE & TECHNOLO$275,7010.02%15,541CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$274,9080.02%3,067CommonNONE
92647N824CDCVICTORY PORTFOLIOS II$273,0020.02%4,154CommonNONE
256163106DOCUDOCUSIGN INC$271,4770.02%3,420CommonNONE
244199105DEDEERE & CO$270,4310.02%576CommonNONE
09290D101BLKBLACKROCK INC$269,0040.02%573CommonNONE
12572Q105CMECME GROUP INC$266,4960.02%1,005CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$265,8820.02%1,287CommonNONE
464289867AORISHARES TR$265,2260.02%4,607CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$265,0640.02%16,718CommonNONE
34959E109FTNTFORTINET INC$264,2350.02%2,745CommonNONE
09254J102MUABLACKROCK MUNIASSETS FD INC$262,6400.02%25,250CommonNONE
41653L859ACVUHARTFORD FDS EXCHANGE TRADED$260,9700.02%10,360CommonNONE
00326A104SGOLETFS GOLD TR$259,0010.02%9,165CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$258,1620.02%1,402CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$257,3940.02%14,561CommonNONE
518416102RODMLATTICE STRATEGIES TR$256,7080.02%8,284CommonNONE
464287556IBBISHARES TR$256,5180.02%2,006CommonNONE

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.