Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Larson Financial Group LLC

Q2 2023 · 13F-HR

Larson Financial Group LLCholdings as filed

Filed 2023-08-03 · accession 0001104659-23-087233

$1.00B
Reported value
1,567
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1567

CUSIPTickerIssuerValue% port.SharesClassVoting
922908629VOVANGUARD INDEX FDS$78.9M7.88%358,395CommonNONE
922908363VOOVANGUARD INDEX FDS$47.1M4.71%115,740CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$39.1M3.91%679,249CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$29.7M2.97%552,348CommonNONE
46090E103QQQINVESCO QQQ TR$29.3M2.93%79,440CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$25.1M2.51%1,038,912CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$21.1M2.11%925,898CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$19.4M1.94%710,260CommonNONE
78464A508SPYVSPDR SER TR$19.1M1.91%442,086CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$17.5M1.75%377,093CommonNONE
037833100AAPLAPPLE INC$16.7M1.67%86,181CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$16.1M1.61%348,963CommonNONE
78464A649SPABSPDR SER TR$15.2M1.52%600,923CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$14.2M1.42%294,743CommonNONE
25434V856DFIPDIMENSIONAL ETF TRUST$13.9M1.38%335,382CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$13.7M1.37%335,928CommonNONE
464288646IGSBISHARES TR$13.5M1.35%269,467CommonNONE
78464A854SPYMSPDR SER TR$13.5M1.35%259,135CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$13.5M1.35%391,405CommonNONE
46434V647REETISHARES TR$13.4M1.34%582,283CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$13.2M1.32%174,480CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$13.0M1.30%51,151CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$11.8M1.17%214,442CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$11.3M1.13%255,462CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$10.9M1.09%153,732CommonNONE
922908595VBKVANGUARD INDEX FDS$10.5M1.05%45,904CommonNONE
78464A805SPTMSPDR SER TR$9.3M0.93%171,067CommonNONE
023135106AMZNAMAZON COM INC$8.6M0.86%66,003CommonNONE
038222105AMATAPPLIED MATLS INC$8.3M0.83%57,556CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$8.0M0.80%18,091CommonNONE
78468R853SPSMSPDR SER TR$7.7M0.77%199,170CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$7.4M0.74%128,329CommonNONE
594918104MSFTMICROSOFT CORP$6.8M0.68%19,939CommonNONE
67066G104NVDANVIDIA CORPORATION$6.6M0.66%15,532CommonNONE
922908553VNQVANGUARD INDEX FDS$6.3M0.63%75,257CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$6.3M0.63%246,757CommonNONE
464287176TIPISHARES TR$6.1M0.61%56,828CommonNONE
025072356AVREAMERICAN CENTY ETF TR$6.0M0.60%147,090CommonNONE
464288273SCZISHARES TR$6.0M0.60%101,317CommonNONE
921937819BIVVANGUARD BD INDEX FDS$5.8M0.58%77,235CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$5.7M0.57%244,312CommonNONE
464287465EFAISHARES TR$5.4M0.53%73,837CommonNONE
11135F101AVGOBROADCOM INC$5.3M0.53%6,156CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$5.3M0.53%98,822CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$5.0M0.50%152,102CommonNONE
464287879IJSISHARES TR$4.6M0.46%48,477CommonNONE
464287648IWOISHARES TR$4.4M0.44%17,942CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$4.3M0.43%21,470CommonNONE
02079K107GOOGALPHABET INC$4.2M0.42%34,802CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$4.1M0.41%7,625CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.9M0.39%8,165CommonNONE
922908751VBVANGUARD INDEX FDS$3.8M0.38%19,122CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$3.8M0.38%116,640CommonNONE
78464A300SLYVSPDR SER TR$3.7M0.37%48,262CommonNONE
464287614IWFISHARES TR$3.4M0.34%12,514CommonNONE
548661107LOWLOWES COS INC$3.3M0.33%14,684CommonNONE
478160104JNJJOHNSON & JOHNSON$3.2M0.32%19,468CommonNONE
92826C839VVISA INC$3.0M0.30%12,838CommonNONE
819047101SHAKSHAKE SHACK INC$3.0M0.30%38,953CommonNONE
49428J109KEKIMBALL ELECTRONICS INC$3.0M0.30%108,715CommonNONE
464287309IVWISHARES TR$3.0M0.30%42,611CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2.9M0.29%6,014CommonNONE
701094104PHPARKER-HANNIFIN CORP$2.9M0.29%7,384CommonNONE
78464A821MDYGSPDR SER TR$2.9M0.28%39,805CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.8M0.28%8,349CommonNONE
88160R101TSLATESLA INC$2.8M0.28%10,756CommonNONE
464287887IJTISHARES TR$2.8M0.28%24,264CommonNONE
58933Y105MRKMERCK & CO INC$2.8M0.28%23,874CommonNONE
055622104BPBP PLC$2.7M0.27%77,864CommonNONE
745867101PHMPULTE GROUP INC$2.7M0.27%34,709CommonNONE
863667101SYKSTRYKER CORPORATION$2.7M0.27%8,786CommonNONE
G29183103ETNEATON CORP PLC$2.7M0.27%13,318CommonNONE
369604301GEGENERAL ELECTRIC CO$2.7M0.27%24,324CommonNONE
097023105BABOEING CO$2.7M0.27%12,624CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.6M0.26%18,059CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2.6M0.26%22,663CommonNONE
808524607SCHASCHWAB STRATEGIC TR$2.6M0.26%58,793CommonNONE
654106103NKENIKE INC$2.5M0.25%22,243CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$2.4M0.24%44,559CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$2.4M0.24%69,849CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$2.4M0.24%48,861CommonNONE
78464A474SPSBSPDR SER TR$2.3M0.23%78,805CommonNONE
71424F105PRPERMIAN RESOURCES CORP$2.3M0.23%211,631CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.2M0.22%4,272CommonNONE
855244109SBUXSTARBUCKS CORP$2.2M0.22%22,454CommonNONE
20825C104COPCONOCOPHILLIPS$2.2M0.22%21,454CommonNONE
222070203COTYCOTY INC$2.2M0.22%178,609CommonNONE
92047W101VVVVALVOLINE INC$2.2M0.22%57,800CommonNONE
254687106DISDISNEY WALT CO$2.2M0.22%24,154CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$2.1M0.21%35,463CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP.$2.1M0.21%15,611CommonNONE
406216101HALHALLIBURTON CO$2.1M0.21%63,150CommonNONE
03743Q108APAAPA CORPORATION$2.1M0.21%60,229CommonNONE
G5960L103MDTMEDTRONIC PLC$2.0M0.20%22,965CommonNONE
78464A847SPMDSPDR SER TR$1.9M0.19%42,301CommonNONE
969457100WMBWILLIAMS COS INC$1.9M0.19%57,944CommonNONE
464287226AGGISHARES TR$1.9M0.19%19,206CommonNONE
48251W104KKRKKR & CO INC$1.9M0.19%33,495CommonNONE
68268W103OMFONEMAIN HLDGS INC$1.9M0.19%42,828CommonNONE
464288877EFVISHARES TR$1.9M0.19%38,019CommonNONE
532457108LLYLILLY ELI & CO$1.8M0.18%3,920CommonNONE
G0403H108AONAON PLC$1.8M0.18%5,287CommonNONE
580135101MCDMCDONALDS CORP$1.8M0.18%6,107CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.8M0.18%23,718CommonNONE
88579Y101MMM3M CO$1.8M0.18%17,796CommonNONE
302635206FSKFS KKR CAP CORP$1.7M0.17%91,046CommonNONE
682680103OKEONEOK INC NEW$1.7M0.17%28,008CommonNONE
219798105QDELQUIDELORTHO CORP$1.7M0.17%20,784CommonNONE
960413102WLKWESTLAKE CORPORATION$1.7M0.17%14,356CommonNONE
278277108EOSEATON VANCE ENHANCED EQUITY$1.7M0.17%94,978CommonNONE
74340W103PLDPROLOGIS INC.$1.7M0.17%13,744CommonNONE
925652109VICIVICI PPTYS INC$1.7M0.17%52,950CommonNONE
552848103MTGMGIC INVT CORP WIS$1.6M0.16%104,142CommonNONE
04010L103ARCCARES CAPITAL CORP$1.6M0.16%86,324CommonNONE
56035L104MAINMAIN STR CAP CORP$1.6M0.16%40,443CommonNONE
46428Q109SLVISHARES SILVER TR$1.6M0.16%77,206CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.6M0.16%10,892CommonNONE
02079K305GOOGLALPHABET INC$1.6M0.16%13,204CommonNONE
97717W760DLSWISDOMTREE TR$1.6M0.16%26,557CommonNONE
464287234EEMISHARES TR$1.6M0.16%39,434CommonNONE
00326A104SGOLABRDN GOLD ETF TRUST$1.6M0.16%84,604CommonNONE
233331107DTEDTE ENERGY CO$1.5M0.15%14,086CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.5M0.15%8,905CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.5M0.15%14,591CommonNONE
78464A409SPYGSPDR SER TR$1.5M0.15%25,257CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$1.5M0.15%197,623CommonNONE
921910733ESGVVANGUARD WORLD FD$1.5M0.15%19,237CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$1.5M0.15%139,565CommonNONE
464287200IVVISHARES TR$1.5M0.15%3,371CommonNONE
816851109SRESEMPRA$1.5M0.15%10,162CommonNONE
680665205OLNOLIN CORP$1.5M0.15%28,776CommonNONE
46434G103IEMGISHARES INC$1.5M0.15%29,898CommonNONE
922020805VTIPVANGUARD MALVERN FDS$1.5M0.15%30,830CommonNONE
337932107FEFIRSTENERGY CORP$1.5M0.15%37,548CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$1.5M0.15%53,755CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$1.4M0.14%28,366CommonNONE
78464A201SLYGSPDR SER TR$1.4M0.14%18,726CommonNONE
56501R106MFCMANULIFE FINL CORP$1.4M0.14%74,763CommonNONE
922908744VTVVANGUARD INDEX FDS$1.4M0.14%9,547CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$1.3M0.13%40,032CommonNONE
29415F104NVSTENVISTA HOLDINGS CORPORATION$1.3M0.13%38,991CommonNONE
966084204WSRWHITESTONE REIT$1.3M0.13%133,064CommonNONE
30303M102METAMETA PLATFORMS INC$1.3M0.13%4,451CommonNONE
464287598IWDISHARES TR$1.3M0.13%8,028CommonNONE
172967424CCITIGROUP INC$1.3M0.12%27,162CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$1.2M0.12%11,233CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$1.2M0.12%23,692CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.2M0.12%22,442CommonNONE
922908769VTIVANGUARD INDEX FDS$1.2M0.12%5,246CommonNONE
464288885EFGISHARES TR$1.2M0.12%12,089CommonNONE
437076102HDHOME DEPOT INC$1.1M0.11%3,682CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.1M0.11%2,076CommonNONE
04963C209ATRCATRICURE INC$1.1M0.11%22,194CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1.1M0.11%8,691CommonNONE
64828T201RITMRITHM CAPITAL CORP$1.1M0.11%115,441CommonNONE
64110L106NFLXNETFLIX INC$983,1740.10%2,232CommonNONE
742718109PGPROCTER AND GAMBLE CO$965,8650.10%6,365CommonNONE
78470P200STOTSSGA ACTIVE TR$923,9720.09%19,895CommonNONE
922908611VBRVANGUARD INDEX FDS$921,8940.09%5,574CommonNONE
33740F870LDSFFIRST TR EXCHNG TRADED FD VI$878,3380.09%47,632CommonNONE
68752L100KIDSORTHOPEDIATRICS CORP$853,3650.09%19,461CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$849,7500.08%18,401CommonNONE
921937835BNDVANGUARD BD INDEX FDS$808,4650.08%11,122CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$797,7140.08%10,278CommonNONE
30231G102XOMEXXON MOBIL CORP$793,5680.08%7,399CommonNONE
931142103WMTWALMART INC$789,0690.08%5,020CommonNONE
713448108PEPPEPSICO INC$788,3070.08%4,256CommonNONE
166764100CVXCHEVRON CORP NEW$786,0560.08%4,996CommonNONE
78463X871GWXSPDR INDEX SHS FDS$713,8490.07%23,397CommonNONE
46432F842IEFAISHARES TR$689,9880.07%10,222CommonNONE
458140100INTCINTEL CORP$678,2900.07%20,284CommonNONE
464287655IWMISHARES TR$675,7420.07%3,608CommonNONE
278865100ECLECOLAB INC$672,3520.07%3,601CommonNONE
78468R101SPTSSPDR SER TR$656,7430.07%22,812CommonNONE
92204A702VGTVANGUARD WORLD FDS$627,0990.06%1,418CommonNONE
97717W315DEMWISDOMTREE TR$622,0330.06%16,254CommonNONE
921910725VSGXVANGUARD WORLD FD$615,8360.06%11,595CommonNONE
717081103PFEPFIZER INC$612,6900.06%16,704CommonNONE
87612E106TGTTARGET CORP$611,0060.06%4,632CommonNONE
23331A109DHID R HORTON INC$598,5320.06%4,919CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$594,8250.06%23,755CommonNONE
G7S00T104PNRPENTAIR PLC$585,6940.06%9,066CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$573,1380.06%7,634CommonNONE
33738R100MDIVFIRST TR EXCHANGE-TRADED FD$567,1270.06%38,951CommonNONE
149123101CATCATERPILLAR INC$559,4370.06%2,274CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$548,2100.05%11,769CommonNONE
651639106NEMNEWMONT CORP$545,1950.05%12,780CommonNONE
78464A656SPIPSPDR SER TR$544,5190.05%21,073CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$537,2090.05%6,994CommonNONE
46432F339QUALISHARES TR$533,3560.05%3,955CommonNONE
46435G243SUSBISHARES TR$527,1600.05%22,048CommonNONE
464287804IJRISHARES TR$518,6250.05%5,204CommonNONE
00724F101ADBEADOBE SYSTEMS INCORPORATED$518,3290.05%1,060CommonNONE
83200N103SMARGBPSMARTSHEET INC$517,5050.05%13,526CommonNONE
46435G193SUSCISHARES TR$508,2960.05%22,352CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$497,6000.05%13,958CommonNONE
067901108ABXBARRICK GOLD CORP$490,5470.05%28,975CommonNONE
452308109ITWILLINOIS TOOL WKS INC$478,4580.05%1,913CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$463,6620.05%3,465CommonNONE
922908736VUGVANGUARD INDEX FDS$461,0580.05%1,629CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$453,8780.05%2,773CommonNONE
46435G441HYXFISHARES TR$452,8210.05%10,273CommonNONE
464287408IVEISHARES TR$452,6060.05%2,808CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$452,5710.05%13,307CommonNONE
464287457SHYISHARES TR$452,4160.05%5,580CommonNONE
001055102AFLAFLAC INC$449,6770.04%6,442CommonNONE
82509L107SHOPSHOPIFY INC$448,5180.04%6,943CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$444,4100.04%6,624CommonNONE
66538H674NORTHERN LTS FD TR IV$441,1310.04%13,394CommonNONE
46431W507NEARISHARES U S ETF TR$439,4750.04%8,839CommonNONE
464287499IWRISHARES TR$439,4220.04%6,017CommonNONE
78468R663BILSPDR SER TR$436,3290.04%4,752CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$434,1780.04%10,830CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$423,9800.04%8,483CommonNONE
670346105NUENUCOR CORP$422,8590.04%2,579CommonNONE
482480100KLACKLA CORP$411,6670.04%849CommonNONE
191216100KOCOCA COLA CO$411,2940.04%6,830CommonNONE
57636Q104MAMASTERCARD INCORPORATED$405,3410.04%1,031CommonNONE
025816109AXPAMERICAN EXPRESS CO$399,6670.04%2,294CommonNONE
46434G863ESGEISHARES INC$392,6650.04%12,414CommonNONE
690370101BBBYOVERSTOCK COM INC DEL$392,4690.04%12,050CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$392,3770.04%6,605CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$390,6370.04%13,711CommonNONE
85208P303URNMSPROTT FDS TR$389,1770.04%11,593CommonNONE
552676108MDC1USDM D C HLDGS INC$381,9710.04%8,167CommonNONE
92189F791GDXJVANECK ETF TRUST$379,3830.04%10,639CommonNONE
260003108DOVDOVER CORP$376,0020.04%2,547CommonNONE
72201R833MINTPIMCO ETF TR$373,7010.04%3,746CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$365,0920.04%2,150CommonNONE
907818108UNPUNION PAC CORP$363,4140.04%1,776CommonNONE
036752103ELVELEVANCE HEALTH INC$354,5080.04%798CommonNONE
369550108GDGENERAL DYNAMICS CORP$354,1760.04%1,646CommonNONE
67092P409NUMGNUSHARES ETF TR$351,7300.04%9,012CommonNONE
372460105GPCGENUINE PARTS CO$350,0820.03%2,069CommonNONE
00206R102TAT&T INC$348,1520.03%21,828CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$347,1420.03%4,594CommonNONE
464287150ITOTISHARES TR$344,3150.03%3,519CommonNONE
172062101CINFCINCINNATI FINL CORP$343,3310.03%3,528CommonNONE
37954Y848SILGLOBAL X FDS$341,9000.03%13,155CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$335,0420.03%7,028CommonNONE
500767306KWEBKRANESHARES TR$332,8550.03%12,360CommonNONE
115236101BROBROWN & BROWN INC$332,0570.03%4,824CommonNONE
H1467J104CBCHUBB LIMITED$331,7030.03%1,723CommonNONE
422704106HLHECLA MNG CO$328,7400.03%63,833CommonNONE
354613101BENFRANKLIN RESOURCES INC$327,3860.03%12,257CommonNONE
464287846IYYISHARES TR$325,8220.03%3,008CommonNONE
66538H666NORTHERN LTS FD TR IV$318,9190.03%15,557CommonNONE
247361702DALDELTA AIR LINES INC DEL$316,0460.03%6,648CommonNONE
36237H101GIIIG III APPAREL GROUP LTD$315,8550.03%16,391CommonNONE
464285204IAUISHARES GOLD TR$315,1370.03%8,660CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$312,5180.03%3,229CommonNONE
831754106SWBISMITH & WESSON BRANDS INC$309,8430.03%23,761CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$305,6260.03%2,722CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$305,1950.03%2,724CommonNONE
418056107HASHASBRO INC$295,2860.03%4,559CommonNONE
78468R721TFISPDR SER TR$293,6700.03%6,362CommonNONE
79466L302CRMSALESFORCE INC$290,9050.03%1,377CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$289,4900.03%10,986CommonNONE
98389B100XELXCEL ENERGY INC$288,4980.03%4,640CommonNONE
70336F203PNBKPATRIOT NATL BANCORP INC$285,2560.03%36,200CommonNONE
002824100ABTABBOTT LABS$283,8300.03%2,603CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$281,9660.03%2,627CommonNONE
91232N207USOUNITED STS OIL FD LP$280,5730.03%4,415CommonNONE
74347X864UPROPROSHARES TR$279,3290.03%5,896CommonNONE
231021106CMICUMMINS INC$278,0110.03%1,134CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$273,7350.03%8,477CommonNONE
209115104EDCONSOLIDATED EDISON INC$273,0830.03%3,021CommonNONE
87305R109TTMITTM TECHNOLOGIES INC$271,8280.03%19,556CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$271,0280.03%1,669CommonNONE
553368101MPMP MATERIALS CORP$269,6410.03%11,785CommonNONE
00287Y109ABBVABBVIE INC$268,6180.03%1,994CommonNONE
922908538VOTVANGUARD INDEX FDS$267,5820.03%1,300CommonNONE
023608102AEEAMEREN CORP$266,7720.03%3,266CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$266,2100.03%774CommonNONE
92936U109WPCWP CAREY INC$260,1000.03%3,850CommonNONE
74348A467NOBLPROSHARES TR$258,8850.03%2,746CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$258,2710.03%4,926CommonNONE
78463X749RWOSPDR INDEX SHS FDS$258,2640.03%6,288CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$253,6640.03%3,967CommonNONE
30034W106EVRGEVERGY INC$253,2510.03%4,335CommonNONE
00162Q452AMLPALPS ETF TR$252,9830.03%6,452CommonNONE
03674X106ARANTERO RESOURCES CORP$252,8230.03%10,978CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$250,3950.03%3,848CommonNONE
845467109SWN1EURSOUTHWESTERN ENERGY CO$248,7420.02%41,388CommonNONE
67092P607NUSCNUSHARES ETF TR$248,1680.02%6,709CommonNONE
464287630IWNISHARES TR$247,7870.02%1,760CommonNONE
80349A208SARSARATOGA INVT CORP$247,0060.02%9,152CommonNONE
844741108LUVSOUTHWEST AIRLS CO$245,2920.02%6,774CommonNONE
922908512VOEVANGUARD INDEX FDS$244,9430.02%1,770CommonNONE
78468R770ONEYSPDR SER TR$242,2990.02%2,543CommonNONE
052769106ADSKAUTODESK INC$241,4400.02%1,180CommonNONE
09260D107BXBLACKSTONE INC$239,7700.02%2,579CommonNONE
438516106HONHONEYWELL INTL INC$238,0940.02%1,147CommonNONE
82575P107SBSWSIBANYE STILLWATER LTD$237,8690.02%38,120CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$237,1250.02%1,380CommonNONE
094235108BLMNBLOOMIN BRANDS INC$236,5780.02%8,798CommonNONE
217204106CPRTCOPART INC$231,8560.02%2,542CommonNONE
565849106MRO*MARATHON OIL CORP$230,2520.02%10,002CommonNONE
921909768VXUSVANGUARD STAR FDS$230,0240.02%4,102CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$228,3550.02%4,015CommonNONE
464287440IEFISHARES TR$226,0530.02%2,340CommonNONE
17275R102CSCOCISCO SYS INC$223,2090.02%4,314CommonNONE
126408103CSXCSX CORP$221,8550.02%6,506CommonNONE
20030N101CMCSACOMCAST CORP NEW$221,7910.02%5,338CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$215,8180.02%14,465CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$215,6110.02%4,170CommonNONE
910047109UALUNITED AIRLS HLDGS INC$212,0180.02%3,864CommonNONE
H50430232LOGILOGITECH INTL S A$210,9100.02%3,551CommonNONE
56585A102MPCMARATHON PETE CORP$209,5880.02%1,797CommonNONE
25459W102TECLDIREXION SHS ETF TR$208,8900.02%3,867CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$208,3340.02%5,602CommonNONE
78463V107GLDSPDR GOLD TR$207,0980.02%1,162CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$206,2060.02%3,151CommonNONE
97717W786AIVIWISDOMTREE TR$205,9160.02%5,280CommonNONE
464287242LQDISHARES TR$205,1510.02%1,897CommonNONE
46436E718SGOVISHARES TR$203,2780.02%2,020CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$199,6760.02%1,925CommonNONE
92189F676SMHVANECK ETF TRUST$196,0980.02%1,288CommonNONE
464287622IWBISHARES TR$194,0600.02%796CommonNONE
291011104EMREMERSON ELEC CO$192,7660.02%2,133CommonNONE
244199105DEDEERE & CO$190,4380.02%470CommonNONE
29273V100ETENERGY TRANSFER L P$189,9670.02%14,958CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$189,9180.02%3,764CommonNONE
136375102CNICANADIAN NATL RY CO$187,0740.02%1,545CommonNONE
46432F834IXUSISHARES TR$186,5450.02%2,979CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$186,0820.02%2,210CommonNONE
26922A289UFOXETF SER SOLUTIONS$185,8630.02%5,521CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$185,4990.02%2,097CommonNONE
009066101ABNBAIRBNB INC$183,0120.02%1,428CommonNONE
45867G101IDCCINTERDIGITAL INC$182,1900.02%1,887CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$182,0070.02%2,454CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$181,3760.02%1,367CommonNONE
872590104TMUST-MOBILE US INC$180,7090.02%1,301CommonNONE
94106L109WMWASTE MGMT INC DEL$180,2910.02%1,040CommonNONE
M85548101SSYSSTRATASYS LTD$175,9480.02%9,907CommonNONE
345370860FFORD MTR CO DEL$175,7240.02%11,614CommonNONE
494368103KMBKIMBERLY-CLARK CORP$173,5060.02%1,257CommonNONE
29250N105ENBENBRIDGE INC$172,8090.02%4,652CommonNONE
336433107FSLRFIRST SOLAR INC$171,6510.02%903CommonNONE
46137V845PRNINVESCO EXCHANGE TRADED FD T$171,5250.02%1,630CommonNONE
G037AX101AMBAAMBARELLA INC$170,5190.02%2,038CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$169,8320.02%2,950CommonNONE
14149Y108CAHCARDINAL HEALTH INC$169,6420.02%1,794CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$164,7760.02%3,371CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$162,8350.02%2,440CommonNONE
92189F411BIZDVANECK ETF TRUST$162,4930.02%10,579CommonNONE
78464A870XBISPDR SER TR$162,1090.02%1,948CommonNONE
25434V658DFGRDIMENSIONAL ETF TRUST$161,5650.02%6,624CommonNONE
800422107JBSSSANFILIPPO JOHN B & SON INC$161,4400.02%1,377CommonNONE
399473206GRPNGROUPON INC$160,3150.02%27,126CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$159,7090.02%1,216CommonNONE
92189F106GDXVANECK ETF TRUST$158,1570.02%5,253CommonNONE
66538H575NORTHERN LTS FD TR IV$156,5280.02%6,376CommonNONE
34959E109FTNTFORTINET INC$155,7150.02%2,060CommonNONE
46434V456IQLTISHARES TR$155,6860.02%4,373CommonNONE
78464A763SDYSPDR SER TR$155,2450.02%1,266CommonNONE
33737J174FDTFIRST TR EXCH TRD ALPHDX FD$154,6430.02%3,012CommonNONE
46432F396MTUMISHARES TR$152,9770.02%1,061CommonNONE
68389X105ORCLORACLE CORP$152,8210.02%1,283CommonNONE
02209S103MOALTRIA GROUP INC$152,7110.02%3,371CommonNONE
464287788IYFISHARES TR$151,6820.02%2,033CommonNONE
577933104MMSMAXIMUS INC$151,1880.02%1,789CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$150,7560.02%489CommonNONE
464287515IGVISHARES TR$150,4710.02%435CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$149,2500.01%3,714CommonNONE
464287556IBBISHARES TR$149,1190.01%1,175CommonNONE
464288810IHIISHARES TR$148,7720.01%2,635CommonNONE
45782C391BMARINNOVATOR ETFS TR$147,8070.01%3,983CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$146,7570.01%2,162CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$146,6140.01%4,302CommonNONE
747525103QCOMQUALCOMM INC$146,3580.01%1,229CommonNONE
45782C789BJULINNOVATOR ETFS TR$145,9700.01%4,138CommonNONE
74347R107SSOPROSHARES TR$145,3750.01%2,500CommonNONE
45782C433BFEBINNOVATOR ETFS TR$145,2230.01%4,250CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$144,8160.01%1,994CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$144,6850.01%2,045CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$144,1090.01%8,650CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$141,6950.01%1,700CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$141,3190.01%1,882CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$140,5650.01%1,566CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$138,9560.01%2,407CommonNONE
579780206MKCMCCORMICK & CO INC$136,6500.01%1,567CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$135,7940.01%1,718CommonNONE
45782C557BDECINNOVATOR ETFS TR$135,6330.01%3,744CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$134,5760.01%2,684CommonNONE
45782C698BAUGINNOVATOR ETFS TR$134,3070.01%4,002CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$133,9570.01%2,462CommonNONE
464288521USRTISHARES TR$133,7620.01%2,602CommonNONE
38173M102GBDCGOLUB CAP BDC INC$130,0590.01%9,634CommonNONE
835699307SONYSONY GROUP CORPORATION$129,1640.01%1,435CommonNONE
464288778IATISHARES TR$129,1210.01%3,815CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$128,9120.01%719CommonNONE
46434V621DGROISHARES TR$127,3950.01%2,472CommonNONE
126650100CVSCVS HEALTH CORP$126,1140.01%1,824CommonNONE
72201R775BONDPIMCO ETF TR$125,5190.01%1,370CommonNONE
26924G201HACKUSDETF MANAGERS TR$123,7190.01%2,446CommonNONE
464288281EMBISHARES TR$122,8660.01%1,420CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$121,5800.01%2,467CommonNONE
808524706SCHESCHWAB STRATEGIC TR$121,5740.01%4,936CommonNONE
78468R622JNKSPDR SER TR$121,1340.01%1,316CommonNONE
88554D205DDD3-D SYS CORP DEL$119,8750.01%12,072CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$119,3700.01%1,889CommonNONE
46137V589INVESCO EXCHANGE TRADED FD T$118,7550.01%11,289CommonNONE
831865209AOSSMITH A O CORP$116,1750.01%1,596CommonNONE
278642103EBAYEBAY INC.$116,0480.01%2,597CommonNONE
464286772EWYISHARES INC$114,7810.01%1,811CommonNONE
278274105EOIEATON VANCE ENHANCED EQUITY$113,6000.01%6,889CommonNONE
337738108FISVFISERV INC$112,2740.01%890CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$111,1170.01%3,925CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$110,8810.01%2,004CommonNONE
40434L105HPQHP INC$110,4970.01%3,598CommonNONE
46435G425ESGUISHARES TR$110,3010.01%1,132CommonNONE
26924G102ETF MANAGERS TR$109,8400.01%11,710CommonNONE
464287184FXIISHARES TR$107,6450.01%3,959CommonNONE
143658300CCL1EURCARNIVAL CORP$107,0260.01%5,684CommonNONE
46429B663HDVISHARES TR$106,9380.01%1,061CommonNONE
949746101WMT2WELLS FARGO CO NEW$104,9950.01%2,460CommonNONE
693506107PPGPPG INDS INC$104,6260.01%706CommonNONE
98978V103ZTSZOETIS INC$104,2360.01%605CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$103,9600.01%1,000CommonNONE
97717X669DGRWWISDOMTREE TR$103,9230.01%1,559CommonNONE
78468R556XOPSPDR SER TR$103,5790.01%804CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$103,4780.01%2,153CommonNONE
988498101YUMYUM BRANDS INC$103,3400.01%746CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$101,5770.01%2,100CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$100,8720.01%295CommonNONE
03076C106AMPAMERIPRISE FINL INC$100,3120.01%302CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$100,2350.01%1,023CommonNONE
33739P830FSMBFIRST TR EXCH TRADED FD III$99,3730.01%5,034CommonNONE
718546104PSXPHILLIPS 66$98,1660.01%1,029CommonNONE
98149E303GLDMWORLD GOLD TR$97,7770.01%2,567CommonNONE
370334104GISGENERAL MLS INC$96,3580.01%1,256CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$96,1600.01%1,185CommonNONE
464288638IGIBISHARES TR$96,0320.01%1,899CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$95,7340.01%1,632CommonNONE
00214Q104ARKKARK ETF TR$94,6600.01%2,145CommonNONE
26922A842JETSETF SER SOLUTIONS$94,2230.01%4,399CommonNONE
00507V109AIYACTIVISION BLIZZARD INC$92,8990.01%1,102CommonNONE
97717W604DESWISDOMTREE TR$92,8650.01%3,226CommonNONE
163851108CCCHEMOURS CO$92,3610.01%2,504CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$92,0820.01%2,476CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$89,7590.01%2,382CommonNONE
189054109CLXCLOROX CO DEL$88,2900.01%555CommonNONE
33718M105FDMFIRST TR DOW JONES SELECT MI$87,7800.01%1,561CommonNONE
39818P799PKSTPEAKSTONE REALTY TRUST$84,3460.01%3,021CommonNONE
464288786IAKISHARES TR$84,1110.01%957CommonNONE
09247X101BLKCHFBLACKROCK INC$84,0890.01%122CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$83,5340.01%1,935CommonNONE
776696106ROPROPER TECHNOLOGIES INC$83,5150.01%174CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$82,6730.01%579CommonNONE
316092725FIDIFIDELITY COVINGTON TRUST$80,7190.01%4,203CommonNONE
06368B504FNGSBANK MONTREAL MEDIUM$80,7120.01%2,400CommonNONE
464287663IUSVISHARES TR$80,4510.01%1,028CommonNONE
375558103GILDGILEAD SCIENCES INC$80,3500.01%1,043CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$79,9010.01%870CommonNONE
14316J108CGCARLYLE GROUP INC$78,4370.01%2,455CommonNONE
887432359TPLCTIMOTHY PLAN$78,3700.01%2,178CommonNONE
31428X106FDXFEDEX CORP$78,3630.01%316CommonNONE
571903202MARMARRIOTT INTL INC NEW$77,2110.01%420CommonNONE
902973304USBUS BANCORP DEL$77,0920.01%2,333CommonNONE
235851102DHRDANAHER CORPORATION$77,0500.01%321CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$76,6580.01%2,835CommonNONE
30161Q104EXELEXELIXIS INC$76,4400.01%4,000CommonNONE
464286400EWZISHARES INC$76,0810.01%2,346CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$75,7620.01%2,469CommonNONE
92204A306VDEVANGUARD WORLD FDS$75,7130.01%671CommonNONE
92204A504VHTVANGUARD WORLD FDS$75,6520.01%309CommonNONE
G54950103LINLINDE PLC$75,0910.01%197CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$74,9970.01%905CommonNONE
19247G107COHRCOHERENT CORP$74,5330.01%1,462CommonNONE
690742101OCOWENS CORNING NEW$74,4310.01%570CommonNONE
46429B697USMVISHARES TR$74,2680.01%999CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$74,1940.01%1,966CommonNONE
46429B689EFAVISHARES TR$73,4650.01%1,088CommonNONE
806857108SLBSCHLUMBERGER LTD$72,2680.01%1,471CommonNONE
92189F643MOATVANECK ETF TRUST$72,2100.01%905CommonNONE
464287507IJHISHARES TR$71,6880.01%274CommonNONE
860630102SFSTIFEL FINL CORP$71,3270.01%1,195CommonNONE
92206C573VTCVANGUARD SCOTTSDALE FDS$71,2720.01%942CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$71,0300.01%948CommonNONE
72201T342RAFEPIMCO EQUITY SER$70,1770.01%2,308CommonNONE
13321L108CCJCAMECO CORP$70,0680.01%2,236CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$69,7130.01%1,480CommonNONE
84857L101SRSPIRE INC$69,2550.01%1,092CommonNONE
464287564ICFISHARES TR$68,9080.01%1,240CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$68,7820.01%72CommonNONE
11275Q1071939900DBROOKFIELD INFRASTRUCTURE CO$68,3700.01%1,500CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$68,2640.01%4,453CommonNONE
825704109SIBNSI-BONE INC$67,4500.01%2,500CommonNONE
682189105ONON SEMICONDUCTOR CORP$67,4360.01%713CommonNONE
674482203OBEOBSIDIAN ENERGY LTD$67,2080.01%11,528CommonNONE
922907746VTEBVANGUARD MUN BD FDS$66,4570.01%1,323CommonNONE
89832Q109TFCTRUIST FINL CORP$66,3310.01%2,186CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$66,1930.01%1,420CommonNONE
723787107PXDEURPIONEER NAT RES CO$65,9680.01%318CommonNONE
05337M104AVADEL PHARMACEUTICALS PLC$65,9200.01%4,000CommonNONE
150185106CEDAR FAIR L P$65,4860.01%1,638CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$65,4410.01%1,514CommonNONE
74267C106PRAPROASSURANCE CORP$65,0980.01%4,314CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$64,9610.01%1,229CommonNONE

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.