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

Q1 2025 · 13F-HR/A

Advisory Alpha, LLCholdings as filed

Filed 2025-05-19 · accession 0001085146-25-003385

$2.94B
Reported value
455
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A409SPYGSPDR SER TR$261.7M8.90%3,263,819CommonNONE
78464A508SPYVSPDR SER TR$255.9M8.70%5,024,070CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$191.2M6.50%7,300,752CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$153.3M5.21%4,211,961CommonNONE
78464A474SPSBSPDR SER TR$115.4M3.92%3,835,763CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$112.4M3.82%544,554CommonNONE
808524607SCHASCHWAB STRATEGIC TR$89.0M3.03%3,799,951CommonNONE
78468R606SPHYSPDR SER TR$77.4M2.63%3,306,157CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$74.8M2.54%1,275,761CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$65.0M2.21%1,580,815CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$61.9M2.11%424,221CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$48.0M1.63%963,979CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$47.7M1.62%495,056CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$45.9M1.56%1,166,226CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$45.5M1.55%346,951CommonNONE
78464A383SPMBSPDR SER TR$43.6M1.48%1,978,820CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$40.5M1.38%971,421CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$39.6M1.35%200,598CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$38.7M1.32%510,658CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$37.8M1.28%327,150CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$37.3M1.27%456,320CommonNONE
46435G102ICVTISHARES TR$37.1M1.26%444,378CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$35.2M1.20%2,000,185CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$33.4M1.14%409,485CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$30.7M1.04%1,235,104CommonNONE
037833100AAPLAPPLE INC$28.9M0.98%129,951CommonNONE
78464A664SPTLSPDR SER TR$28.0M0.95%1,028,813CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$27.6M0.94%142,524CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$27.3M0.93%709,044CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$26.8M0.91%996,621CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$24.5M0.83%381,842CommonNONE
37954Y293MLPXGLOBAL X FDS$24.3M0.82%380,177CommonNONE
78468R200FLRNSPDR SER TR$22.6M0.77%732,830CommonNONE
78464A649SPABSPDR SER TR$22.3M0.76%874,806CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$22.1M0.75%39,547CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$19.5M0.66%226,554CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$19.3M0.66%207,062CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$18.0M0.61%574,847CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$17.4M0.59%220,680CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$15.3M0.52%546,435CommonNONE
78464A854SPYMSPDR SER TR$14.8M0.50%225,570CommonNONE
594918104MSFTMICROSOFT CORP$14.8M0.50%39,472CommonNONE
922908512VOEVANGUARD INDEX FDS$14.1M0.48%87,572CommonNONE
67066G104NVDANVIDIA CORPORATION$12.7M0.43%117,286CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$12.4M0.42%206,905CommonNONE
69374H881COWZPACER FDS TR$11.9M0.40%216,482CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$11.0M0.37%183,697CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$10.3M0.35%338,216CommonNONE
46138J817BSJPINVESCO EXCH TRD SLF IDX FD$10.3M0.35%444,767CommonNONE
922908538VOTVANGUARD INDEX FDS$10.1M0.34%41,439CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$9.6M0.33%190,064CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$8.8M0.30%339,541CommonNONE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$8.5M0.29%366,326CommonNONE
023135106AMZNAMAZON COM INC$8.5M0.29%44,564CommonNONE
78468R408SJNKSPDR SER TR$8.4M0.28%332,048CommonNONE
464287507IJHISHARES TR$7.8M0.27%134,434CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$7.1M0.24%292,033CommonNONE
46138J585BSJRINVESCO EXCH TRD SLF IDX FD$6.5M0.22%289,911CommonNONE
922908769VTIVANGUARD INDEX FDS$6.5M0.22%23,472CommonNONE
244199105DEDEERE & CO$6.1M0.21%13,101CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$5.7M0.19%153,235CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.7M0.19%10,637CommonNONE
922908736VUGVANGUARD INDEX FDS$5.5M0.19%14,910CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$5.4M0.18%142,559CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$5.4M0.18%207,419CommonNONE
922908611VBRVANGUARD INDEX FDS$5.4M0.18%28,792CommonNONE
922908595VBKVANGUARD INDEX FDS$5.3M0.18%21,234CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$5.3M0.18%258,978CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$5.3M0.18%131,146CommonNONE
922908363VOOVANGUARD INDEX FDS$5.1M0.17%9,960CommonNONE
88160R101TSLATESLA INC$5.0M0.17%19,355CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$5.0M0.17%171,607CommonNONE
46138E669PGHYINVESCO EXCH TRADED FD TR II$4.9M0.17%248,304CommonNONE
30303M102METAMETA PLATFORMS INC$4.9M0.17%8,435CommonNONE
46138J452BSJSINVESCO EXCH TRD SLF IDX FD$4.8M0.16%222,977CommonNONE
30231G102XOMEXXON MOBIL CORP$4.2M0.14%35,633CommonNONE
02079K107GOOGALPHABET INC$4.1M0.14%25,990CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$4.1M0.14%90,894CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$3.8M0.13%34,144CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$3.6M0.12%92,697CommonNONE
46138J395BSJTINVESCO EXCH TRD SLF IDX FD$3.5M0.12%167,516CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$3.5M0.12%88,604CommonNONE
02079K305GOOGLALPHABET INC$3.5M0.12%22,442CommonNONE
532457108LLYELI LILLY & CO$3.4M0.12%4,168CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$3.4M0.11%134,284CommonNONE
922020805VTIPVANGUARD MALVERN FDS$3.3M0.11%66,992CommonNONE
00888H711AUGWAIM ETF PRODUCTS TRUST$3.2M0.11%110,916CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.1M0.11%12,808CommonNONE
437076102HDHOME DEPOT INC$3.1M0.10%8,394CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.0M0.10%3,141CommonNONE
464285204IAUISHARES GOLD TR$3.0M0.10%50,355CommonNONE
931142103WMTWALMART INC$3.0M0.10%33,665CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$2.9M0.10%103,002CommonNONE
637870106NSANATIONAL STORAGE AFFILIATES$2.9M0.10%72,570CommonNONE
464288877EFVISHARES TR$2.8M0.09%46,751CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.7M0.09%57,603CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.6M0.09%14,971CommonNONE
922908744VTVVANGUARD INDEX FDS$2.5M0.09%14,660CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$2.5M0.08%27,385CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$2.5M0.08%68,711CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.4M0.08%4,555CommonNONE
921937819BIVVANGUARD BD INDEX FDS$2.4M0.08%31,144CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.4M0.08%13,766CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$2.3M0.08%64,238CommonNONE
00206R102TAT&T INC$2.3M0.08%81,027CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$2.2M0.07%37,491CommonNONE
64110L106NFLXNETFLIX INC$2.2M0.07%2,308CommonNONE
464288679SHVISHARES TR$2.1M0.07%19,206CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.1M0.07%8,378CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$2.1M0.07%96,234CommonNONE
464288612GVIISHARES TR$2.1M0.07%19,437CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$2.1M0.07%4,899CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$2.0M0.07%26,499CommonNONE
92826C839VVISA INC$2.0M0.07%5,592CommonNONE
46434V621DGROISHARES TR$2.0M0.07%31,577CommonNONE
46429B366CMBSISHARES TR$1.9M0.07%40,607CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.9M0.07%15,973CommonNONE
824348106SHWSHERWIN WILLIAMS CO$1.9M0.06%5,385CommonNONE
98149E303GLDMWORLD GOLD TR$1.8M0.06%29,215CommonNONE
78464A359CWBSPDR SER TR$1.7M0.06%22,797CommonNONE
37954Y343MLPAGLOBAL X FDS$1.7M0.06%32,509CommonNONE
464287200IVVISHARES TR$1.7M0.06%3,031CommonNONE
20825C104COPCONOCOPHILLIPS$1.7M0.06%15,882CommonNONE
149123101CATCATERPILLAR INC$1.7M0.06%5,052CommonNONE
46429B697USMVISHARES TR$1.7M0.06%17,667CommonNONE
038222105AMATAPPLIED MATLS INC$1.6M0.06%11,167CommonNONE
464288158SUBISHARES TR$1.6M0.05%15,237CommonNONE
464288414MUBISHARES TR$1.6M0.05%14,837CommonNONE
45784N106ZSEPINNOVATOR ETFS TRUST$1.6M0.05%62,645CommonNONE
166764100CVXCHEVRON CORP NEW$1.6M0.05%9,307CommonNONE
46435G672IAGGISHARES TR$1.5M0.05%30,638CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$1.5M0.05%39,031CommonNONE
580135101MCDMCDONALDS CORP$1.5M0.05%4,763CommonNONE
97717W588EPSWISDOMTREE TR$1.4M0.05%24,395CommonNONE
12572Q105CMECME GROUP INC$1.4M0.05%5,329CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$1.4M0.05%52,831CommonNONE
478160104JNJJOHNSON & JOHNSON$1.4M0.05%8,431CommonNONE
191216100KOCOCA COLA CO$1.4M0.05%19,054CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$1.4M0.05%31,413CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.3M0.05%4,416CommonNONE
060505104BACBANK AMERICA CORP$1.3M0.05%32,021CommonNONE
94106L109WMWASTE MGMT INC DEL$1.3M0.04%5,714CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$1.3M0.04%36,945CommonNONE
46435G425ESGUISHARES TR$1.3M0.04%10,607CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$1.3M0.04%34,105CommonNONE
46435U853USHYISHARES TR$1.3M0.04%34,095CommonNONE
371901109GNTXGENTEX CORP$1.3M0.04%53,652CommonNONE
863667101SYKSTRYKER CORPORATION$1.2M0.04%3,240CommonNONE
464287721IYWISHARES TR$1.2M0.04%8,342CommonNONE
65339F101NEENEXTERA ENERGY INC$1.1M0.04%15,643CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$1.1M0.04%29,166CommonNONE
92204A702VGTVANGUARD WORLD FD$1.1M0.04%1,982CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$1.1M0.04%47,795CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.1M0.04%1,929CommonNONE
00287Y109ABBVABBVIE INC$1.1M0.04%5,030CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$1.0M0.04%23,937CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.0M0.04%2,106CommonNONE
126408103CSXCSX CORP$1.0M0.03%34,655CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.0M0.03%6,349CommonNONE
97717W430HYZDWISDOMTREE TR$997,5640.03%45,572CommonNONE
713448108PEPPEPSICO INC$985,3570.03%6,572CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$965,4740.03%12,230CommonNONE
464287226AGGISHARES TR$960,9600.03%9,715CommonNONE
539830109LMTLOCKHEED MARTIN CORP$955,6530.03%2,139CommonNONE
56585A102MPCMARATHON PETE CORP$931,7940.03%6,396CommonNONE
002824100ABTABBOTT LABS$925,1290.03%6,974CommonNONE
46436E718SGOVISHARES TR$920,8280.03%9,147CommonNONE
464286285EMHYISHARES INC$910,0650.03%23,805CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$906,6360.03%26,510CommonNONE
74347W353AGQPROSHARES TR II$905,2440.03%19,611CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$897,1400.03%21,860CommonNONE
717081103PFEPFIZER INC$894,2520.03%35,290CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$878,1410.03%19,359CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD$876,0140.03%15,968CommonNONE
92189F601NLRVANECK ETF TRUST$847,0440.03%11,561CommonNONE
548661107LOWLOWES COS INC$844,7970.03%3,622CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$839,7700.03%35,329CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$831,3140.03%4,513CommonNONE
615369105MCOMOODYS CORP$827,7350.03%1,777CommonNONE
052769106ADSKAUTODESK INC$821,5280.03%3,138CommonNONE
464289438IWYISHARES TR$813,6260.03%3,857CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$813,5060.03%2,356CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$811,7940.03%1,631CommonNONE
032095101APHAMPHENOL CORP NEW$801,3600.03%12,218CommonNONE
285512109EAELECTRONIC ARTS INC$780,1170.03%5,398CommonNONE
571903202MARMARRIOTT INTL INC NEW$763,8430.03%3,207CommonNONE
609207105MDLZMONDELEZ INTL INC$763,4560.03%11,252CommonNONE
922908629VOVANGUARD INDEX FDS$758,9500.03%2,935CommonNONE
747525103QCOMQUALCOMM INC$751,3600.03%4,891CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$749,9730.03%3,946CommonNONE
78464A847SPMDSPDR SER TR$740,8880.03%14,476CommonNONE
058498106BALLBALL CORP$734,7600.02%14,111CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$734,0170.02%1,514CommonNONE
79466L302CRMSALESFORCE INC$732,1020.02%2,728CommonNONE
254687106DISDISNEY WALT CO$729,4100.02%7,390CommonNONE
369604301GEGE AEROSPACE$720,9560.02%3,602CommonNONE
219948106CPAYCORPAY INC$718,7120.02%2,061CommonNONE
87612G101TRGPTARGA RES CORP$714,5850.02%3,565CommonNONE
464287614IWFISHARES TR$710,3620.02%1,967CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$710,1210.02%17,782CommonNONE
46432F339QUALISHARES TR$689,0110.02%4,032CommonNONE
78468R853SPSMSPDR SER TR$688,0620.02%16,881CommonNONE
46137V274RSPUINVESCO EXCHANGE TRADED FD T$686,8470.02%9,861CommonNONE
98978V103ZTSZOETIS INC$683,9860.02%4,154CommonNONE
872540109TJXTJX COS INC NEW$683,6810.02%5,613CommonNONE
02209S103MOALTRIA GROUP INC$683,0850.02%11,381CommonNONE
464287523SOXXISHARES TR$665,6810.02%3,538CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$661,7860.02%58,983CommonNONE
464287804IJRISHARES TR$660,2110.02%6,314CommonNONE
78463V107GLDSPDR GOLD TR$658,4000.02%2,285CommonNONE
46434V100SLQDISHARES TR$655,8520.02%13,044CommonNONE
370334104GISGENERAL MLS INC$652,4830.02%10,913CommonNONE
78468R622JNKSPDR SER TR$649,4700.02%6,815CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$645,5080.02%5,907CommonNONE
35473P595FLBLFRANKLIN TEMPLETON ETF TR$644,8670.02%26,791CommonNONE
464288257ACWIISHARES TR$635,6680.02%5,462CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$630,0060.02%27,344CommonNONE
09260D107BXBLACKSTONE INC$614,5710.02%4,397CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$609,7900.02%7,225CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$605,1790.02%5,999CommonNONE
75513E101RTXRTX CORPORATION$603,4520.02%4,556CommonNONE
464288885EFGISHARES TR$598,2410.02%5,982CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$595,2890.02%25,703CommonNONE
74348A467NOBLPROSHARES TR$584,3130.02%5,718CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$580,7080.02%9,521CommonNONE
949746101WMT2WELLS FARGO CO NEW$573,3000.02%7,986CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$572,3680.02%11,952CommonNONE
17275R102CSCOCISCO SYS INC$559,9510.02%9,074CommonNONE
922908652VXFVANGUARD INDEX FDS$558,1480.02%3,240CommonNONE
921909768VXUSVANGUARD STAR FDS$556,0130.02%8,954CommonNONE
682680103OKEONEOK INC NEW$555,9090.02%5,603CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$554,7190.02%1,778CommonNONE
46266C105IQVIQVIA HLDGS INC$551,2900.02%3,127CommonNONE
40412C101HCAHCA HEALTHCARE INC$549,9810.02%1,592CommonNONE
907818108UNPUNION PAC CORP$537,6950.02%2,276CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$532,9120.02%5,187CommonNONE
20030N101CMCSACOMCAST CORP NEW$529,8790.02%14,360CommonNONE
78464A284HYMBSPDR SER TR$529,6450.02%21,001CommonNONE
33939L761SKORFLEXSHARES TR$527,6400.02%10,917CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$524,1230.02%1,751CommonNONE
92189F676SMHVANECK ETF TRUST$522,7710.02%2,472CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$522,5920.02%5,710CommonNONE
125896100CMSCMS ENERGY CORP$520,6700.02%6,932CommonNONE
46434V449IMTMISHARES TR$519,3400.02%13,003CommonNONE
988498101YUMYUM BRANDS INC$511,0740.02%3,248CommonNONE
115236101BROBROWN & BROWN INC$509,5040.02%4,096CommonNONE
427866108HSYHERSHEY CO$508,0690.02%2,971CommonNONE
887432359TPLCTIMOTHY PLAN$506,8890.02%11,944CommonNONE
922908751VBVANGUARD INDEX FDS$506,8690.02%2,286CommonNONE
816851109SRESEMPRA$505,7280.02%7,087CommonNONE
68389X105ORCLORACLE CORP$503,4740.02%3,601CommonNONE
025816109AXPAMERICAN EXPRESS CO$500,5320.02%1,860CommonNONE
440452100HRLHORMEL FOODS CORP$499,2940.02%16,138CommonNONE
064058100BKBANK NEW YORK MELLON CORP$490,5200.02%5,849CommonNONE
45337C102INCYINCYTE CORP$487,7910.02%8,056CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$483,9620.02%14,130CommonNONE
482480100KLACKLA CORP$482,0740.02%709CommonNONE
337738108FISVFISERV INC$481,4090.02%2,180CommonNONE
H1467J104CBCHUBB LIMITED$478,6310.02%1,585CommonNONE
922907746VTEBVANGUARD MUN BD FDS$476,8380.02%9,610CommonNONE
74164M108PRIPRIMERICA INC$474,8400.02%1,669CommonNONE
704326107PAYXPAYCHEX INC$466,3900.02%3,023CommonNONE
46435G516ESGDISHARES TR$459,6500.02%5,627CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$458,5010.02%2,658CommonNONE
892356106TSCOTRACTOR SUPPLY CO$455,5890.02%8,268CommonNONE
443201108HWMHOWMET AEROSPACE INC$454,8270.02%3,506CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$450,6100.02%13,659CommonNONE
45782C615NOCTINNOVATOR ETFS TRUST$449,4160.02%9,040CommonNONE
464287432TLTISHARES TR$449,0990.02%4,934CommonNONE
921910816MGKVANGUARD WORLD FD$441,1340.01%1,428CommonNONE
26875P101EOGEOG RES INC$439,7190.01%3,429CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$436,9230.01%3,388CommonNONE
438516106HONHONEYWELL INTL INC$434,6290.01%2,053CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$432,6050.01%12,057CommonNONE
921937827BSVVANGUARD BD INDEX FDS$432,1620.01%5,521CommonNONE
58733R102MELIMERCADOLIBRE INC$430,5690.01%221CommonNONE
941848103WATWATERS CORP$429,0150.01%1,164CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$428,5770.01%1,970CommonNONE
466313103JBLJABIL INC$422,6840.01%3,106CommonNONE
74347R669USDPROSHARES TR$412,6560.01%10,224CommonNONE
66538H633IBDNORTHERN LTS FD TR IV$403,7260.01%16,999CommonNONE
143658300CCL1EURCARNIVAL CORP$402,5720.01%20,613CommonNONE
41151J505HGERHARBOR ETF TRUST$402,2120.01%16,724CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$400,4870.01%18,430CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$400,1860.01%914CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$398,2120.01%26,530CommonNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$396,3380.01%8,100CommonNONE
375558103GILDGILEAD SCIENCES INC$396,2050.01%3,536CommonNONE
464287598IWDISHARES TR$395,1150.01%2,100CommonNONE
808513105SCHWSCHWAB CHARLES CORP$391,3930.01%5,000CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$387,5390.01%4,709CommonNONE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$386,7780.01%4,709CommonNONE
866674104SUISUN CMNTYS INC$385,9200.01%3,000CommonNONE
697435105PANWPALO ALTO NETWORKS INC$385,4760.01%2,259CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$383,7990.01%1,451CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$383,4530.01%7,987CommonNONE
42809H107HESHESS CORP$381,5380.01%2,389CommonNONE
302635206FSKFS KKR CAP CORP$380,6070.01%18,167CommonNONE
40434L105HPQHP INC$376,6240.01%13,601CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$374,7980.01%1,824CommonNONE
617446448MSMORGAN STANLEY$374,3500.01%3,209CommonNONE
464288588MBBISHARES TR$374,0310.01%3,988CommonNONE
37954Y830COPXGLOBAL X FDS$371,2430.01%9,502CommonNONE
464287499IWRISHARES TR$367,9800.01%4,326CommonNONE
036752103ELVELEVANCE HEALTH INC$367,0090.01%844CommonNONE
494368103KMBKIMBERLY-CLARK CORP$363,1380.01%2,553CommonNONE
842587107SOSOUTHERN CO$362,6430.01%3,944CommonNONE
718546104PSXPHILLIPS 66$358,9480.01%2,907CommonNONE
172967424CCITIGROUP INC$356,7370.01%5,025CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$356,6820.01%3,049CommonNONE
58933Y105MRKMERCK & CO INC$352,3960.01%3,926CommonNONE
22052L104CTVACORTEVA INC$351,1790.01%5,580CommonNONE
464287788IYFISHARES TR$350,0560.01%3,102CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$348,1880.01%9,197CommonNONE
911718104CPERUNITED STS COMMODITY INDEX F$344,8820.01%10,914CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$343,7630.01%2,063CommonNONE
H2906T109GRMNGARMIN LTD$342,0880.01%1,575CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$342,0790.01%2,765CommonNONE
46432F842IEFAISHARES TR$339,7440.01%4,491CommonNONE
172908105CTASCINTAS CORP$339,6690.01%1,653CommonNONE
882508104TXNTEXAS INSTRS INC$337,9240.01%1,880CommonNONE
92204A504VHTVANGUARD WORLD FD$337,8240.01%1,276CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$337,3200.01%4,409CommonNONE
872590104TMUST-MOBILE US INC$336,6280.01%1,262CommonNONE
278865100ECLECOLAB INC$335,4940.01%1,323CommonNONE
78468R556XOPSPDR SER TR$334,9470.01%2,543CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$333,4420.01%5,259CommonNONE
345370860FFORD MTR CO$332,8030.01%33,181CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$332,4720.01%3,020CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$331,2100.01%571CommonNONE
858119100STLDSTEEL DYNAMICS INC$330,1940.01%2,640CommonNONE
670837103OGEOGE ENERGY CORP$329,4410.01%7,168CommonNONE
681919106OMCOMNICOM GROUP INC$327,2920.01%3,948CommonNONE
464287481IWPISHARES TR$326,7270.01%2,781CommonNONE
902973304USBUS BANCORP DEL$325,9250.01%7,720CommonNONE
316092113FELCFIDELITY COVINGTON TRUST$321,6710.01%10,313CommonNONE
032108409DIVOAMPLIFY ETF TR$320,6970.01%7,866CommonNONE
98389B100XELXCEL ENERGY INC$319,5260.01%4,514CommonNONE
233331107DTEDTE ENERGY CO$315,2060.01%2,280CommonNONE
74762E102QUREQUANTA SVCS INC$310,3640.01%1,221CommonNONE
92189F429PFXFVANECK ETF TRUST$308,5780.01%18,412CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$308,5020.01%1,213CommonNONE
871829107SYYSYSCO CORP$307,8940.01%4,103CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$305,1400.01%213CommonNONE
291011104EMREMERSON ELEC CO$303,4020.01%2,767CommonNONE
92647N824CDCVICTORY PORTFOLIOS II$302,3820.01%4,601CommonNONE
871607107SNPSSYNOPSYS INC$302,3390.01%705CommonNONE
464288752ITBISHARES TR$300,9620.01%3,161CommonNONE
00724F101ADBEADOBE INC$299,6330.01%781CommonNONE
126650100CVSCVS HEALTH CORP$297,4030.01%4,390CommonNONE
69370C100PTCPTC INC$297,3490.01%1,919CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$297,0960.01%15,020CommonNONE
776696106ROPROPER TECHNOLOGIES INC$296,6150.01%503CommonNONE
14040H105COFCAPITAL ONE FINL CORP$295,0870.01%1,646CommonNONE
032654105ADIANALOG DEVICES INC$291,5410.01%1,446CommonNONE
46432F396MTUMISHARES TR$290,8900.01%1,439CommonNONE
464288166AGZISHARES TR$290,0160.01%2,650CommonNONE
031162100AMGNAMGEN INC$286,3000.01%919CommonNONE
540424108LLOEWS CORP$284,4180.01%3,095CommonNONE
78464A367SPLBSPDR SER TR$282,3900.01%12,512CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$279,7650.01%512CommonNONE
46429B598INDAISHARES TR$279,0220.01%5,420CommonNONE
743315103PGRPROGRESSIVE CORP$277,6330.01%981CommonNONE
29250N105ENBENBRIDGE INC$277,3810.01%6,260CommonNONE
487836108KKELLANOVA$274,6430.01%3,329CommonNONE
631103108NDAQNASDAQ INC$272,3810.01%3,591CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$271,8060.01%5,347CommonNONE
37959E102GLGLOBE LIFE INC$267,8390.01%2,033CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$266,9900.01%792CommonNONE
16115Q308GTLSCHART INDS INC$265,4780.01%1,839CommonNONE
03076C106AMPAMERIPRISE FINL INC$265,3220.01%548CommonNONE
311900104FASTFASTENAL CO$264,2130.01%3,407CommonNONE
574599106MASMASCO CORP$264,0660.01%3,797CommonNONE
003261609ABRDN ETFS$262,4080.01%12,084CommonNONE
46428Q109SLVISHARES SILVER TR$261,9890.01%8,454CommonNONE
237194105DRIDARDEN RESTAURANTS INC$260,8540.01%1,256CommonNONE
009158106APDAIR PRODS & CHEMS INC$259,0570.01%878CommonNONE
452308109ITWILLINOIS TOOL WKS INC$258,7140.01%1,043CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$257,8580.01%5,603CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$255,4600.01%1,047CommonNONE
45167R104IEXIDEX CORP$255,1680.01%1,410CommonNONE
464287887IJTISHARES TR$254,8560.01%2,047CommonNONE
464288810IHIISHARES TR$254,3140.01%4,225CommonNONE
88579Y101MMM3M CO$253,3840.01%1,725CommonNONE
760759100RSGREPUBLIC SVCS INC$252,6260.01%1,043CommonNONE
464287622IWBISHARES TR$251,9440.01%821CommonNONE
86280R506HNDLSTRATEGY SHS$251,6760.01%11,933CommonNONE
756109104OREALTY INCOME CORP$251,5890.01%4,337CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$251,1700.01%6,883CommonNONE
92204A207VDCVANGUARD WORLD FD$249,0710.01%1,138CommonNONE
30161N101EXCEXELON CORP$247,6950.01%5,375CommonNONE
921937835BNDVANGUARD BD INDEX FDS$247,4770.01%3,369CommonNONE
46137V373RSPSINVESCO EXCHANGE TRADED FD T$247,4280.01%8,028CommonNONE
372460105GPCGENUINE PARTS CO$246,9810.01%2,073CommonNONE
78468R804LGLVSPDR SER TR$246,2780.01%1,415CommonNONE
464288521USRTISHARES TR$243,7010.01%4,231CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$243,4790.01%1,070CommonNONE
281020107EIXEDISON INTL$242,7300.01%4,120CommonNONE
46434V886HEWJISHARES TR$241,3230.01%5,754CommonNONE
020002101ALLALLSTATE CORP$239,7000.01%1,158CommonNONE
831865209AOSSMITH A O CORP$238,0250.01%3,642CommonNONE
46654Q781JPEFJ P MORGAN EXCHANGE TRADED F$237,9650.01%3,738CommonNONE
89832Q109TFCTRUIST FINL CORP$237,9400.01%5,782CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$236,0020.01%3,257CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$235,3800.01%1,040CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$235,0240.01%2,076CommonNONE
501044101KRKROGER CO$234,5360.01%3,465CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$230,6630.01%1,553CommonNONE
92189F304EVXVANECK ETF TRUST$229,1890.01%6,468CommonNONE
278642103EBAYEBAY INC.$229,1330.01%3,383CommonNONE
67092P607NUSCNUSHARES ETF TR$228,9390.01%5,971CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$228,7060.01%1,430CommonNONE
88339J105TTDTHE TRADE DESK INC$226,5410.01%4,140CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$226,4030.01%2,826CommonNONE
30034W106EVRGEVERGY INC$226,0590.01%3,279CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$226,0330.01%10,237CommonNONE
464287242LQDISHARES TR$224,9550.01%2,070CommonNONE
231021106CMICUMMINS INC$223,6190.01%713CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$222,5000.01%11,004CommonNONE
316092204FDISFIDELITY COVINGTON TRUST$221,3320.01%2,619CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$215,2750.01%420CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$214,8440.01%1,026CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$214,4010.01%1,885CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$214,3350.01%884CommonNONE
91913Y100VLOVALERO ENERGY CORP$214,1850.01%1,622CommonNONE
98419M100XYLXYLEM INC$213,9830.01%1,791CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$212,7840.01%1,577CommonNONE
808524706SCHESCHWAB STRATEGIC TR$210,7110.01%7,643CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$209,6510.01%3,444CommonNONE
74340W103PLDPROLOGIS INC.$208,9530.01%1,869CommonNONE
81762P102NOWSERVICENOW INC$207,7930.01%261CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$207,5450.01%417CommonNONE
844741108LUVSOUTHWEST AIRLS CO$207,4490.01%6,178CommonNONE
G5960L103MDTMEDTRONIC PLC$207,2080.01%2,306CommonNONE
33740U687GNOVFIRST TR EXCHNG TRADED FD VI$206,4260.01%6,020CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$206,1940.01%4,476CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$205,7040.01%728CommonNONE
46431W606HYGHISHARES U S ETF TR$205,6070.01%2,413CommonNONE
464287440IEFISHARES TR$203,7100.01%2,136CommonNONE
963320106WHRWHIRLPOOL CORP$203,0660.01%2,253CommonNONE
464288786IAKISHARES TR$202,9760.01%1,473CommonNONE
29364G103ETRENTERGY CORP NEW$201,4190.01%2,356CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$200,7920.01%3,997CommonNONE
009066101ABNBAIRBNB INC$200,2150.01%1,676CommonNONE
29273V100ETENERGY TRANSFER L P$188,5170.01%10,141CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$157,8280.01%14,960CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$154,4690.01%14,396CommonNONE
916896103UECURANIUM ENERGY CORP$132,7070.00%27,763CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$120,8090.00%17,136CommonNONE
06759L103BBDCBARINGS BDC INC$103,2180.00%10,819CommonNONE
03945R102ACHRARCHER AVIATION INC$100,2230.00%14,096CommonNONE
H8817H100RIGTRANSOCEAN LTD$84,5220.00%26,663CommonNONE
0076CA104AEGAEGON LTD$73,1820.00%11,105CommonNONE
95805V108WRNWESTERN COPPER & GOLD CORP$52,2000.00%45,991CommonNONE
72919P202PLUGPLUG POWER INC$15,0820.00%11,172CommonNONE

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.