MondegarAI
Larson Financial Group LLC

Q3 2024 · 13F-HR

Larson Financial Group LLCholdings as filed

Filed 2024-11-12 · accession 0001104659-24-116889

$1.76B
Reported value
2,698
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2698

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$123.4M7.00%233,947CommonNONE
922908629VOVANGUARD INDEX FDS$94.3M5.35%357,381CommonNONE
46090E103QQQINVESCO QQQ TR$64.3M3.65%131,734CommonNONE
037833100AAPLAPPLE INC$43.8M2.48%188,001CommonNONE
464288877EFVISHARES TR$39.6M2.24%687,848CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$32.6M1.85%680,396CommonNONE
46432F842IEFAISHARES TR$32.6M1.85%417,055CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$30.6M1.73%473,323CommonNONE
67066G104NVDANVIDIA CORPORATION$27.4M1.56%226,014CommonNONE
78464A854SPYMSPDR SER TR$26.8M1.52%396,269CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$23.9M1.35%527,438CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$22.3M1.26%700,443CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$22.1M1.25%485,874CommonNONE
922908595VBKVANGUARD INDEX FDS$22.1M1.25%82,641CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$21.3M1.21%849,195CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$20.3M1.15%364,285CommonNONE
78464A508SPYVSPDR SER TR$17.8M1.01%337,353CommonNONE
594918104MSFTMICROSOFT CORP$16.6M0.94%38,621CommonNONE
023135106AMZNAMAZON COM INC$16.2M0.92%86,935CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$16.0M0.91%46,314CommonNONE
78464A649SPABSPDR SER TR$15.7M0.89%601,607CommonNONE
464287655IWMISHARES TR$15.7M0.89%70,879CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$15.4M0.87%247,829CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$14.8M0.84%354,000CommonNONE
038222105AMATAPPLIED MATLS INC$14.4M0.82%71,210CommonNONE
464287457SHYISHARES TR$13.9M0.79%166,996CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$13.5M0.76%502,161CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$13.3M0.75%204,328CommonNONE
532457108LLYELI LILLY & CO$13.2M0.75%14,844CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$12.9M0.73%155,399CommonNONE
25434V856DFIPDIMENSIONAL ETF TRUST$12.8M0.73%303,158CommonNONE
003263100GLTRABRDN PRECIOUS METALS BASKET$12.8M0.73%112,992CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$12.6M0.71%158,178CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$12.4M0.70%260,268CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$12.1M0.68%170,917CommonNONE
464288646IGSBISHARES TR$12.0M0.68%228,586CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$11.9M0.67%25,777CommonNONE
464288158SUBISHARES TR$11.4M0.65%107,587CommonNONE
11135F101AVGOBROADCOM INC$10.8M0.61%62,439CommonNONE
33739N108FMBFIRST TR EXCHANGE-TRADED FD$9.9M0.56%190,756CommonNONE
78464A805SPTMSPDR SER TR$9.8M0.55%139,663CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$9.4M0.53%16,391CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$9.3M0.53%41,363CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$8.8M0.50%285,054CommonNONE
02079K107GOOGALPHABET INC$8.7M0.49%51,922CommonNONE
316092303FSTAFIDELITY COVINGTON TRUST$8.1M0.46%159,195CommonNONE
464288273SCZISHARES TR$7.8M0.44%115,258CommonNONE
78468R853SPSMSPDR SER TR$7.7M0.44%168,624CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$7.6M0.43%8,595CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$7.6M0.43%113,363CommonNONE
49428J109KEKIMBALL ELECTRONICS INC$7.5M0.42%404,258CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$7.4M0.42%12,686CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$6.8M0.38%247,225CommonNONE
921937819BIVVANGUARD BD INDEX FDS$6.7M0.38%85,701CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$6.5M0.37%7,052CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$6.4M0.36%88,170CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$6.0M0.34%21,267CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$5.9M0.34%36,220CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$5.9M0.33%125,504CommonNONE
922908751VBVANGUARD INDEX FDS$5.8M0.33%24,319CommonNONE
78463V107GLDSPDR GOLD TR$5.7M0.32%23,425CommonNONE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$5.6M0.32%240,119CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$5.6M0.32%84,843CommonNONE
464287200IVVISHARES TR$5.5M0.31%9,472CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$5.4M0.31%91,359CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$5.4M0.30%140,584CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$5.2M0.30%24,697CommonNONE
30303M102METAMETA PLATFORMS INC$5.2M0.30%9,088CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$5.2M0.29%102,433CommonNONE
369604301GEGE AEROSPACE$5.1M0.29%27,232CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$5.0M0.29%32,723CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$4.9M0.28%82,127CommonNONE
745867101PHMPULTE GROUP INC$4.9M0.28%34,157CommonNONE
92826C839VVISA INC$4.7M0.27%17,030CommonNONE
701094104PHPARKER-HANNIFIN CORP$4.7M0.26%7,364CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$4.6M0.26%112,897CommonNONE
025072307QGROAMERICAN CENTY ETF TR$4.6M0.26%50,121CommonNONE
G29183103ETNEATON CORP PLC$4.5M0.26%13,606CommonNONE
92647N766CFAVICTORY PORTFOLIOS II$4.4M0.25%51,357CommonNONE
464287648IWOISHARES TR$4.4M0.25%15,490CommonNONE
88160R101TSLATESLA INC$4.4M0.25%16,792CommonNONE
48251W104KKRKKR & CO INC$4.3M0.25%33,272CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$4.3M0.24%114,678CommonNONE
46138G300XSHQINVESCO EXCH TRADED FD TR II$4.3M0.24%98,962CommonNONE
97717X669DGRWWISDOMTREE TR$4.2M0.24%49,917CommonNONE
922908769VTIVANGUARD INDEX FDS$4.2M0.24%14,659CommonNONE
512807108LRCXEURLAM RESEARCH CORP$4.1M0.23%5,063CommonNONE
819047101SHAKSHAKE SHACK INC$4.0M0.23%38,859CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$4.0M0.23%47,810CommonNONE
001055102AFLAFLAC INC$3.9M0.22%35,182CommonNONE
02079K305GOOGLALPHABET INC$3.9M0.22%23,596CommonNONE
980745103WWDWOODWARD INC$3.9M0.22%22,618CommonNONE
464287465EFAISHARES TR$3.8M0.22%45,953CommonNONE
78464A300SLYVSPDR SER TR$3.8M0.21%43,556CommonNONE
548661107LOWLOWES COS INC$3.8M0.21%13,901CommonNONE
00287Y109ABBVABBVIE INC$3.7M0.21%18,812CommonNONE
78464A409SPYGSPDR SER TR$3.7M0.21%44,356CommonNONE
863667101SYKSTRYKER CORPORATION$3.5M0.20%9,802CommonNONE
928377100VSTOEURVISTA OUTDOOR INC$3.4M0.19%87,233CommonNONE
78468R622JNKSPDR SER TR$3.3M0.19%33,689CommonNONE
478160104JNJJOHNSON & JOHNSON$3.3M0.19%20,198CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.3M0.19%14,777CommonNONE
46654Q716JBNDJ P MORGAN EXCHANGE TRADED F$3.3M0.18%59,491CommonNONE
58933Y105MRKMERCK & CO INC$3.2M0.18%28,581CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$3.2M0.18%33,620CommonNONE
88579Y101MMM3M CO$3.2M0.18%23,451CommonNONE
437076102HDHOME DEPOT INC$3.2M0.18%7,836CommonNONE
81619Q105SEMSELECT MED HLDGS CORP$3.1M0.18%89,611CommonNONE
931142103WMTWALMART INC$3.1M0.18%38,525CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.0M0.17%4,889CommonNONE
872590104TMUST-MOBILE US INC$3.0M0.17%14,633CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$3.0M0.17%38,063CommonNONE
71424F105PRPERMIAN RESOURCES CORP$2.9M0.17%215,764CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$2.9M0.17%8,721CommonNONE
464287879IJSISHARES TR$2.9M0.16%26,854CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP.$2.9M0.16%16,915CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$2.8M0.16%16,199CommonNONE
146280508SILASILA REALTY TRUST INC$2.8M0.16%110,064CommonNONE
808524607SCHASCHWAB STRATEGIC TR$2.8M0.16%53,818CommonNONE
969457100WMBWILLIAMS COS INC$2.8M0.16%60,626CommonNONE
464287176TIPISHARES TR$2.7M0.16%24,880CommonNONE
682680103OKEONEOK INC NEW$2.7M0.16%30,049CommonNONE
552848103MTGMGIC INVT CORP WIS$2.7M0.15%105,432CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$2.7M0.15%64,601CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$2.6M0.15%11,345CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$2.6M0.15%11,690CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.6M0.15%15,016CommonNONE
717081103PFEPFIZER INC$2.6M0.15%89,289CommonNONE
929160109VMCVULCAN MATLS CO$2.6M0.15%10,254CommonNONE
78467V103RLYSSGA ACTIVE ETF TR$2.6M0.14%88,765CommonNONE
055622104BPBP PLC$2.5M0.14%79,775CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.5M0.14%24,007CommonNONE
20825C104COPCONOCOPHILLIPS$2.5M0.14%23,659CommonNONE
097023105BABOEING CO$2.5M0.14%16,324CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$2.5M0.14%168,086CommonNONE
713448108PEPPEPSICO INC$2.5M0.14%14,463CommonNONE
166764100CVXCHEVRON CORP NEW$2.4M0.14%16,379CommonNONE
30231G102XOMEXXON MOBIL CORP$2.4M0.14%20,500CommonNONE
966084204WSRWHITESTONE REIT$2.4M0.14%176,891CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2.4M0.14%12,908CommonNONE
46434V621DGROISHARES TR$2.4M0.14%38,029CommonNONE
858119100STLDSTEEL DYNAMICS INC$2.4M0.13%18,844CommonNONE
278277108EOSEATON VANCE ENHANCED EQUITY$2.4M0.13%109,214CommonNONE
191216100KOCOCA COLA CO$2.3M0.13%32,462CommonNONE
78464A847SPMDSPDR SER TR$2.3M0.13%41,268CommonNONE
56035L104MAINMAIN STR CAP CORP$2.3M0.13%44,968CommonNONE
922908652VXFVANGUARD INDEX FDS$2.2M0.13%12,313CommonNONE
G5960L103MDTMEDTRONIC PLC$2.2M0.13%24,675CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$2.2M0.13%40,292CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.2M0.12%26,047CommonNONE
855244109SBUXSTARBUCKS CORP$2.2M0.12%22,279CommonNONE
68268W103OMFONEMAIN HLDGS INC$2.2M0.12%46,090CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$2.1M0.12%216,551CommonNONE
925652109VICIVICI PPTYS INC$2.1M0.12%62,200CommonNONE
922908744VTVVANGUARD INDEX FDS$2.1M0.12%11,857CommonNONE
921910733ESGVVANGUARD WORLD FD$2.0M0.12%20,078CommonNONE
78464A201SLYGSPDR SER TR$2.0M0.11%21,669CommonNONE
74340W103PLDPROLOGIS INC.$2.0M0.11%15,942CommonNONE
302635206FSKFS KKR CAP CORP$2.0M0.11%101,766CommonNONE
922908553VNQVANGUARD INDEX FDS$2.0M0.11%20,512CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$2.0M0.11%97,743CommonNONE
464287804IJRISHARES TR$2.0M0.11%16,948CommonNONE
G0403H108AONAON PLC$2.0M0.11%5,710CommonNONE
580135101MCDMCDONALDS CORP$2.0M0.11%6,458CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.9M0.11%42,787CommonNONE
04010L103ARCCARES CAPITAL CORP$1.9M0.11%91,817CommonNONE
74347X831TQQQPROSHARES TR$1.9M0.11%26,336CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.9M0.11%27,666CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$1.9M0.11%47,879CommonNONE
97717W760DLSWISDOMTREE TR$1.9M0.11%27,076CommonNONE
464287226AGGISHARES TR$1.8M0.10%18,226CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$1.8M0.10%175,889CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$1.8M0.10%52,580CommonNONE
406216101HALHALLIBURTON CO$1.8M0.10%61,686CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.8M0.10%18,300CALLNONE
92189F643MOATVANECK ETF TRUST$1.8M0.10%18,419CommonNONE
19762B707INCOCOLUMBIA ETF TR II$1.8M0.10%23,204CommonNONE
92189F676SMHVANECK ETF TRUST$1.8M0.10%7,236CommonNONE
64110L106NFLXNETFLIX INC$1.7M0.10%2,462CommonNONE
337932107FEFIRSTENERGY CORP$1.7M0.10%38,967CommonNONE
78464A474SPSBSPDR SER TR$1.7M0.10%56,342CommonNONE
149123101CATCATERPILLAR INC$1.7M0.10%4,333CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$1.7M0.10%28,457CommonNONE
233331107DTEDTE ENERGY CO$1.7M0.09%12,972CommonNONE
64828T201RITMRITHM CAPITAL CORP$1.7M0.09%146,112CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$1.7M0.09%48,746CommonNONE
46434G103IEMGISHARES INC$1.6M0.09%27,829CommonNONE
464287598IWDISHARES TR$1.6M0.09%8,170CommonNONE
97717W505DONWISDOMTREE TR$1.5M0.09%30,156CommonNONE
404251100HNIHNI CORP$1.5M0.09%28,558CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.5M0.09%28,675CommonNONE
78464A763SDYSPDR SER TR$1.5M0.08%10,436CommonNONE
222070203COTYCOTY INC$1.5M0.08%157,214CommonNONE
680665205OLNOLIN CORP$1.4M0.08%29,709CommonNONE
254687106DISDISNEY WALT CO$1.4M0.08%14,796CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.4M0.08%7,124CommonNONE
002824100ABTABBOTT LABS$1.4M0.08%12,344CommonNONE
92204A702VGTVANGUARD WORLD FD$1.4M0.08%2,368CommonNONE
87612E106TGTTARGET CORP$1.4M0.08%8,803CommonNONE
36828A101GEVGE VERNOVA INC$1.4M0.08%5,359CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.4M0.08%17,216CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.4M0.08%2,376CommonNONE
037833100AAPLAPPLE INC$1.3M0.07%18,000CALLNONE
46435U861DIVBISHARES TR$1.3M0.07%26,728CommonNONE
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904767704UNILEVER PLC$1.2M0.07%18,704CommonNONE
316092337FFLGFIDELITY COVINGTON TRUST$1.2M0.07%50,305CommonNONE
79466L302CRMSALESFORCE INC$1.2M0.07%4,269CommonNONE
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45168D104IDXXIDEXX LABS INC$1.1M0.06%2,254CommonNONE
75513E101RTXRTX CORPORATION$1.1M0.06%9,364CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.1M0.06%9,100CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.1M0.06%2,215CommonNONE
803607100SRPTSAREPTA THERAPEUTICS INC$1.1M0.06%8,749CommonNONE
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81369Y886XLUSELECT SECTOR SPDR TR$1.1M0.06%13,384CommonNONE
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12769G100CZRCAESARS ENTERTAINMENT INC NE$1.1M0.06%25,495CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$1.1M0.06%35,135CommonNONE
244199105DEDEERE & CO$1.0M0.06%2,510CommonNONE
291011104EMREMERSON ELEC CO$1.0M0.06%9,541CommonNONE
278865100ECLECOLAB INC$1.0M0.06%4,077CommonNONE
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009158106APDAIR PRODS & CHEMS INC$1.0M0.06%3,384CommonNONE
654106103NKENIKE INC$1.0M0.06%11,377CommonNONE
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31428X106FDXFEDEX CORP$998,7640.06%3,649CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$998,5690.06%7,324CommonNONE
17275R102CSCOCISCO SYS INC$993,2780.06%18,664CommonNONE
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025816109AXPAMERICAN EXPRESS CO$981,6110.06%3,620CommonNONE
46435G672IAGGISHARES TR$974,0940.06%18,798CommonNONE
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921910725VSGXVANGUARD WORLD FD$897,5470.05%14,592CommonNONE
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86280R506HNDLSTRATEGY SHS$881,8790.05%39,635CommonNONE
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68389X105ORCLORACLE CORP$823,8870.05%4,835CommonNONE
34959E109FTNTFORTINET INC$820,4010.05%10,579CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$799,9770.05%15,461CommonNONE
747525103QCOMQUALCOMM INC$793,4490.04%4,666CommonNONE
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235851102DHRDANAHER CORPORATION$765,4820.04%2,753CommonNONE
882508104TXNTEXAS INSTRS INC$761,6780.04%3,687CommonNONE
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83200N103SMARGBPSMARTSHEET INC$733,6860.04%13,253CommonNONE
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458140100INTCINTEL CORP$713,7500.04%30,424CommonNONE
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842587107SOSOUTHERN CO$709,7670.04%7,871CommonNONE
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345370860FFORD MTR CO$685,7020.04%64,934CommonNONE
922908736VUGVANGUARD INDEX FDS$676,2060.04%1,761CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$673,7880.04%18,649CommonNONE
988498101YUMYUM BRANDS INC$668,1400.04%4,782CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$666,3760.04%8,540CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$666,1910.04%1,831CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$664,8550.04%4,909CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$664,6640.04%6,395CommonNONE
052769106ADSKAUTODESK INC$662,2540.04%2,404CommonNONE
375558103GILDGILEAD SCIENCES INC$656,9220.04%7,835CommonNONE
74348A467NOBLPROSHARES TR$648,7410.04%6,077CommonNONE
464287887IJTISHARES TR$645,8490.04%4,630CommonNONE
921937835BNDVANGUARD BD INDEX FDS$644,6790.04%8,583CommonNONE
46432F339QUALISHARES TR$628,1700.04%3,503CommonNONE
03076C106AMPAMERIPRISE FINL INC$624,5300.04%1,329CommonNONE
46138E263CGWINVESCO EXCH TRADED FD TR II$615,6490.03%10,060CommonNONE
46435G441HYXFISHARES TR$608,3950.03%12,850CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$606,9670.03%4,088CommonNONE
78464A821MDYGSPDR SER TR$596,8610.03%6,803CommonNONE
718546104PSXPHILLIPS 66$595,8200.03%4,533CommonNONE
025072356AVREAMERICAN CENTY ETF TR$594,0150.03%12,601CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$592,1220.03%3,503CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$591,9440.03%2,139CommonNONE
16411R208LNGCHENIERE ENERGY INC$591,7780.03%3,291CommonNONE
25459W102TECLDIREXION SHS ETF TR$590,5070.03%6,746CommonNONE
464287499IWRISHARES TR$590,3780.03%6,698CommonNONE
23331A109DHID R HORTON INC$589,0020.03%3,088CommonNONE
494368103KMBKIMBERLY-CLARK CORP$584,1510.03%4,106CommonNONE
78463X871GWXSPDR INDEX SHS FDS$579,6370.03%16,983CommonNONE
46434G863ESGEISHARES INC$573,0110.03%15,738CommonNONE
00724F101ADBEADOBE INC$570,0760.03%1,101CommonNONE
518416102RODMLATTICE STRATEGIES TR$569,8560.03%18,683CommonNONE
808513105SCHWSCHWAB CHARLES CORP$567,7530.03%8,760CommonNONE
086516101BBYBEST BUY INC$564,3320.03%5,463CommonNONE
58155Q103MCKMCKESSON CORP$564,3180.03%1,141CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$561,3800.03%6,394CommonNONE
756109104OREALTY INCOME CORP$560,1570.03%8,832CommonNONE
942622200WSOWATSCO INC$559,6210.03%1,138CommonNONE
46435G193SUSCISHARES TR$558,8360.03%23,490CommonNONE
46435G243SUSBISHARES TR$558,5980.03%22,202CommonNONE
389930108BTCGBPGRAYSCALE BITCOIN MINI TR BT$556,8460.03%98,907CommonNONE
78464A656SPIPSPDR SER TR$555,5170.03%21,138CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$554,9800.03%26,876CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$549,6370.03%130CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$538,9490.03%468CommonNONE
907818108UNPUNION PAC CORP$537,4830.03%2,181CommonNONE
172908105CTASCINTAS CORP$533,7480.03%2,593CommonNONE
68752L100KIDSORTHOPEDIATRICS CORP$527,5880.03%19,461CommonNONE
693506107PPGPPG INDS INC$523,6890.03%3,954CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$521,4700.03%6,283CommonNONE
09247X101BLKCHFBLACKROCK INC$520,8620.03%549CommonNONE
26875P101EOGEOG RES INC$517,9570.03%4,213CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$516,8100.03%2,207CommonNONE
172967424CCITIGROUP INC$513,0350.03%8,195CommonNONE
12572Q105CMECME GROUP INC$511,9420.03%2,320CommonNONE
860630102SFSTIFEL FINL CORP$509,2670.03%5,423CommonNONE
97717W315DEMWISDOMTREE TR$508,8910.03%11,563CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$506,8430.03%12,198CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$501,9870.03%9,791CommonNONE
464287150ITOTISHARES TR$498,0190.03%3,964CommonNONE
911363109URIUNITED RENTALS INC$497,9840.03%615CommonNONE
464287846IYYISHARES TR$497,5520.03%3,564CommonNONE
30034W106EVRGEVERGY INC$494,0230.03%7,967CommonNONE
902973304USBUS BANCORP DEL$493,8640.03%10,800CommonNONE
655844108NSCNORFOLK SOUTHN CORP$493,3620.03%1,985CommonNONE
452308109ITWILLINOIS TOOL WKS INC$492,6940.03%1,880CommonNONE
97717X511AGGYWISDOMTREE TR$481,9540.03%10,780CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$480,1870.03%10,171CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$473,6950.03%4,301CommonNONE
464287408IVEISHARES TR$472,6680.03%2,397CommonNONE
G54950103LINLINDE PLC$470,2990.03%986CommonNONE
72201R866MUNIPIMCO ETF TR$468,3460.03%8,840CommonNONE
040413106ANETEURARISTA NETWORKS INC$467,4930.03%1,218CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$467,2610.03%7,917CommonNONE
049560105ATOATMOS ENERGY CORP$465,1680.03%3,354CommonNONE
46138J817BSJPINVESCO EXCH TRD SLF IDX FD$465,0180.03%20,113CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$460,6680.03%3,688CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$456,2990.03%1,174CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$456,2500.03%5,025CommonNONE
64110D104NTAPNETAPP INC$455,2580.03%3,686CommonNONE
464287622IWBISHARES TR$451,6220.03%1,437CommonNONE
751212101RLRALPH LAUREN CORP$449,2870.03%2,317CommonNONE
776696106ROPROPER TECHNOLOGIES INC$446,2530.03%802CommonNONE
72201R585PYLDPIMCO ETF TR$443,5030.03%16,642CommonNONE
209115104EDCONSOLIDATED EDISON INC$442,4480.03%4,249CommonNONE
902494103TSNTYSON FOODS INC$441,1250.03%7,406CommonNONE
366651107ITGARTNER INC$440,8810.03%870CommonNONE
303250104FICOFAIR ISAAC CORP$439,2360.02%226CommonNONE
110448107BTIBRITISH AMERN TOB PLC$439,0700.02%12,003CommonNONE
49177J102KVUEKENVUE INC$435,5300.02%18,830CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$434,5230.02%4,807CommonNONE
56585A102MPCMARATHON PETE CORP$432,0560.02%2,652CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$429,9780.02%956CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$428,9140.02%286CommonNONE
032108664HACKAMPLIFY ETF TR$428,8720.02%6,281CommonNONE
03073E105CORCENCORA INC$427,7010.02%1,900CommonNONE
25754A201DPZDOMINOS PIZZA INC$425,2900.02%989CommonNONE
780259305SHELSHELL PLC$421,1400.02%6,386CommonNONE
78464A284HYMBSPDR SER TR$420,9030.02%16,022CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$419,5980.02%854CommonNONE
74347X823UDOWPROSHARES TR$419,5480.02%4,367CommonNONE
482480100KLACKLA CORP$418,9920.02%541CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$418,8850.02%2,362CommonNONE
816851109SRESEMPRA$417,7210.02%4,995CommonNONE
464287655IWMISHARES TR$416,5020.02%9,800CALLNONE
74347X864UPROPROSHARES TR$414,0270.02%4,804CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$413,6390.02%2,483CommonNONE
78468R101SPTSSPDR SER TR$412,2180.02%14,016CommonNONE
060505104BACBANK AMERICA CORP$411,9410.02%10,382CommonNONE
191098102COKECOCA COLA CONS INC$410,5540.02%312CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$410,2210.02%2,042CommonNONE
22052L104CTVACORTEVA INC$408,9740.02%6,957CommonNONE
617446448MSMORGAN STANLEY$408,2800.02%3,917CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$407,7630.02%12,892CommonNONE
464285204IAUISHARES GOLD TR$406,7950.02%8,185CommonNONE
824348106SHWSHERWIN WILLIAMS CO$406,4020.02%1,065CommonNONE
26969P108EXPEAGLE MATLS INC$401,3190.02%1,395CommonNONE
833034101SNASNAP ON INC$400,6280.02%1,383CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$400,1230.02%10,756CommonNONE
723484101PNWPINNACLE WEST CAP CORP$398,8390.02%4,502CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$397,2690.02%2,437CommonNONE
40434L105HPQHP INC$396,5590.02%11,055CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$394,1270.02%5,587CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$393,8070.02%1,114CommonNONE
189054109CLXCLOROX CO DEL$392,8900.02%2,412CommonNONE
372460105GPCGENUINE PARTS CO$392,7800.02%2,812CommonNONE
89400J107TRUTRANSUNION$390,0250.02%3,725CommonNONE
67092P607NUSCNUSHARES ETF TR$389,6500.02%9,095CommonNONE
67092P409NUMGNUSHARES ETF TR$384,4580.02%8,578CommonNONE
368736104GNRCGENERAC HLDGS INC$381,6300.02%2,402CommonNONE
883203101TXTTEXTRON INC$380,5400.02%4,296CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$373,5680.02%1,927CommonNONE
00214Q104ARKKARK ETF TR$372,3670.02%7,834CommonNONE
464288810IHIISHARES TR$370,4690.02%6,256CommonNONE
539830109LMTLOCKHEED MARTIN CORP$368,3180.02%630CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$367,7610.02%3,407CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$366,9560.02%4,570CommonNONE
81762P102NOWSERVICENOW INC$366,7000.02%410CommonNONE
670100205NVONOVO-NORDISK A S$362,1850.02%3,042CommonNONE
94106L109WMWASTE MGMT INC DEL$361,6920.02%1,742CommonNONE
G0176J109ALLEALLEGION PLC$360,9580.02%2,477CommonNONE
023135106AMZNAMAZON COM INC$360,3090.02%5,900CALLNONE
26441C204DUKDUKE ENERGY CORP NEW$358,6390.02%3,110CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$357,9540.02%1,377CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$356,9310.02%1,393CommonNONE
134429109CPBCAMPBELL SOUP CO$356,8510.02%7,295CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$356,7580.02%1,272CommonNONE
33740F870LDSFFIRST TR EXCHNG TRADED FD VI$356,7500.02%18,620CommonNONE
115637209BF/BBROWN FORMAN CORP$355,5680.02%7,227CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$353,4530.02%2,035CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$353,1390.02%19,089CommonNONE
053484101AVBAVALONBAY CMNTYS INC$349,7030.02%1,553CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$348,6190.02%6,399CommonNONE
46431W507NEARISHARES U S ETF TR$347,3920.02%6,780CommonNONE
949746101WMT2WELLS FARGO CO NEW$346,2260.02%6,129CommonNONE
518439104ELLAUDER ESTEE COS INC$345,7100.02%3,468CommonNONE
090572207BIOBIO RAD LABS INC$342,6100.02%1,024CommonNONE
14040H105COFCAPITAL ONE FINL CORP$341,0700.02%2,278CommonNONE
253393102DKSDICKS SPORTING GOODS INC$340,1240.02%1,630CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$339,2300.02%1,283CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$339,1720.02%3,232CommonNONE
922475108VEEVVEEVA SYS INC$336,6310.02%1,604CommonNONE
92240M108VGREURVECTOR GROUP LTD$333,6940.02%22,366CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$333,2910.02%17,039CommonNONE
78468R663BILSPDR SER TR$331,4500.02%3,610CommonNONE
370334104GISGENERAL MLS INC$330,5490.02%4,476CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$330,2170.02%12,652CommonNONE
46138J833BSJOINVESCO EXCH TRD SLF IDX FD$330,1930.02%14,533CommonNONE
46428Q109SLVISHARES SILVER TR$329,9540.02%11,614CommonNONE
337738108FISVFISERV INC$329,8370.02%1,836CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$329,1070.02%6,504CommonNONE
031162100AMGNAMGEN INC$328,8410.02%1,021CommonNONE
219350105GLWCORNING INC$328,7090.02%7,280CommonNONE
09258G104BSTBLACKROCK SCIENCE & TECHNOLO$328,1300.02%9,259CommonNONE
353506108FTSDFRANKLIN ETF TR$327,7220.02%3,589CommonNONE
036752103ELVELEVANCE HEALTH INC$324,2400.02%624CommonNONE
464287127ILCBISHARES TR$319,9230.02%4,038CommonNONE
594918104MSFTMICROSOFT CORP$318,7930.02%4,000CALLNONE
969904101WSMWILLIAMS SONOMA INC$318,2240.02%2,054CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$317,7580.02%2,039CommonNONE
464288307IMCGISHARES TR$315,8870.02%4,329CommonNONE
311900104FASTFASTENAL CO$314,7480.02%4,407CommonNONE
98978V103ZTSZOETIS INC$310,2510.02%1,588CommonNONE
464287630IWNISHARES TR$308,8020.02%1,851CommonNONE
97717W307DLNWISDOMTREE TR$308,1770.02%3,923CommonNONE
817565104SCISERVICE CORP INTL$305,9720.02%3,876CommonNONE
075887109BDXBECTON DICKINSON & CO$303,5850.02%1,259CommonNONE
74347R206QLDPROSHARES TR$302,4100.02%3,003CommonNONE
74349Y845SPXUPROSHARES TR$301,1170.02%12,427CommonNONE
46137V845PRNINVESCO EXCHANGE TRADED FD T$300,4720.02%1,964CommonNONE
25459W458SOXLDIREXION SHS ETF TR$299,8590.02%8,175CommonNONE
46429B697USMVISHARES TR$298,5890.02%3,270CommonNONE
023608102AEEAMEREN CORP$298,1460.02%3,409CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$296,4220.02%2,793CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$294,8730.02%3,142CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$294,8160.02%4,085CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$294,4970.02%1,853CommonNONE
464287234EEMISHARES TR$294,4520.02%6,421CommonNONE
594972408MSTRMICROSTRATEGY INC$293,8700.02%1,743CommonNONE
466313103JBLJABIL INC$292,8980.02%2,444CommonNONE
05329W102ANAUTONATION INC$291,4610.02%1,629CommonNONE
26922A289UFOXETF SER SOLUTIONS$291,4270.02%6,718CommonNONE
697435105PANWPALO ALTO NETWORKS INC$289,8460.02%848CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$289,7620.02%4,391CommonNONE
243537107DECKDECKERS OUTDOOR CORP$289,5610.02%1,816CommonNONE
46432F396MTUMISHARES TR$289,4400.02%1,428CommonNONE
099406100BOOTBOOT BARN HLDGS INC$287,8890.02%1,721CommonNONE
464287788IYFISHARES TR$287,5950.02%2,768CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$285,8860.02%2,730CommonNONE
142339100CSLCARLISLE COS INC$285,7660.02%635CommonNONE
303075105FDSFACTSET RESH SYS INC$283,8000.02%617CommonNONE
217204106CPRTCOPART INC$283,0120.02%5,401CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$282,7640.02%4,203CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$281,6190.02%5,560CommonNONE
067901108ABXBARRICK GOLD CORP$281,4610.02%14,151CommonNONE
109696104BCOBRINKS CO$280,2340.02%2,423CommonNONE
808524730FNDESCHWAB STRATEGIC TR$279,3790.02%8,658CommonNONE
464287242LQDISHARES TR$278,4460.02%2,465CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$276,2560.02%14,009CommonNONE
19247G107COHRCOHERENT CORP$275,5320.02%3,099CommonNONE
464287507IJHISHARES TR$273,1520.02%4,383CommonNONE
40412C101HCAHCA HEALTHCARE INC$273,1210.02%672CommonNONE
464288778IATISHARES TR$270,3840.02%5,688CommonNONE

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.