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Larson Financial Group LLC

Q3 2025 · 13F-HR

Larson Financial Group LLCholdings as filed

Filed 2025-11-14 · accession 0001104659-25-112247

$2.86B
Reported value
3,427
Positions
2025-09-30
Period end
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The Brief · Larson Financial Group LLC · Q3 2025

AI · grounded in 13F

Larson Financial Group LLC established a new position in SPYM valued at $162.8M. The fund also initiated new stakes in NVDA for $110.7M and AAPL for $109.2M. Additional new positions include DGRW at $79.6M and QGRO at $79.5M. Total assets under management stand at $2.86B across 3,402 positions.

Holdings as filed

First 500 of 3427

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A854SPYMSPDR SERIES TRUST$162.8M5.69%2,078,730CommonNONE
67066G104NVDANVIDIA CORPORATION$110.6M3.87%593,036CommonNONE
037833100AAPLAPPLE INC$109.2M3.82%428,800CommonNONE
97717X669DGRWWISDOMTREE TR$79.6M2.78%894,688CommonNONE
025072307QGROAMERICAN CENTY ETF TR$79.5M2.78%694,924CommonNONE
922908363VOOVANGUARD INDEX FDS$79.0M2.76%128,967CommonNONE
922908629VOVANGUARD INDEX FDS$59.4M2.08%202,289CommonNONE
023135106AMZNAMAZON COM INC$48.0M1.68%218,601CommonNONE
46090E103QQQINVESCO QQQ TR$46.4M1.62%77,329CommonNONE
594918104MSFTMICROSOFT CORP$42.2M1.48%81,499CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$38.0M1.33%672,283CommonNONE
14020R107CGGECAPITAL GROUP GLOBAL EQUITY$36.9M1.29%1,197,467CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$36.2M1.26%799,726CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$31.4M1.10%171,940CommonNONE
46434V456IQLTISHARES TR$29.7M1.04%673,091CommonNONE
46654Q716JBNDJ P MORGAN EXCHANGE TRADED F$29.6M1.04%547,165CommonNONE
11135F101AVGOBROADCOM INC$28.1M0.98%85,247CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$28.0M0.98%604,585CommonNONE
69344A701PABPGIM ETF TR$25.6M0.89%595,402CommonNONE
038222105AMATAPPLIED MATLS INC$25.0M0.87%121,881CommonNONE
46138G300XSHQINVESCO EXCH TRADED FD TR II$23.8M0.83%552,120CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$23.2M0.81%46,180CommonNONE
464288877EFVISHARES TR$22.1M0.77%326,535CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$20.6M0.72%380,514CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$20.5M0.72%406,410CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$20.4M0.71%30,604CommonNONE
092528207INMUBLACKROCK ETF TRUST II$19.4M0.68%811,812CommonNONE
46434G889EMGFISHARES INC$19.3M0.68%341,649CommonNONE
02079K107GOOGALPHABET INC$19.1M0.67%78,478CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$18.1M0.63%41,525CommonNONE
46138E404PCEFINVESCO EXCH TRADED FD TR II$17.8M0.62%892,450CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$17.4M0.61%231,368CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$16.6M0.58%229,578CommonNONE
88160R101TSLATESLA INC$16.4M0.57%36,956CommonNONE
72201R866MUNIPIMCO ETF TR$15.7M0.55%301,024CommonNONE
063679385FNGUBANK MONTREAL QUE$15.5M0.54%530,815CommonNONE
003263100GLTRABRDN PRECIOUS METALS BASKET$15.4M0.54%92,781CommonNONE
35473P439INCMFRANKLIN TEMPLETON ETF TR$15.3M0.53%550,795CommonNONE
46432F842IEFAISHARES TR$15.3M0.53%174,856CommonNONE
46138J585BSJRINVESCO EXCH TRD SLF IDX FD$15.2M0.53%670,294CommonNONE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$15.2M0.53%557,932CommonNONE
512807306LRCXLAM RESEARCH CORP$15.0M0.52%111,689CommonNONE
72201R585PYLDPIMCO ETF TR$14.9M0.52%556,285CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$14.6M0.51%326,739CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$14.1M0.49%242,212CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$13.7M0.48%377,809CommonNONE
02079K305GOOGLALPHABET INC$13.7M0.48%56,419CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$13.6M0.48%540,751CommonNONE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$12.8M0.45%547,414CommonNONE
532457108LLYELI LILLY & CO$12.8M0.45%16,761CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$12.7M0.45%40,356CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$12.6M0.44%141,669CommonNONE
78463V107GLDSPDR GOLD TR$12.6M0.44%35,358CommonNONE
78464A508SPYVSPDR SERIES TRUST$12.4M0.43%224,300CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$12.4M0.43%43,936CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$12.0M0.42%209,376CommonNONE
369604301GEGE AEROSPACE$11.9M0.42%39,661CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$11.7M0.41%371,195CommonNONE
46434V266ISCFISHARES TR$11.6M0.41%282,269CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$11.3M0.39%82,200CALLNONE
30303M102METAMETA PLATFORMS INC$10.9M0.38%14,875CommonNONE
922908595VBKVANGUARD INDEX FDS$10.1M0.35%34,080CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$10.0M0.35%338,857CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$10.0M0.35%10,796CommonNONE
464288646IGSBISHARES TR$9.7M0.34%183,845CommonNONE
92826C839VVISA INC$9.2M0.32%27,069CommonNONE
316092303FSTAFIDELITY COVINGTON TRUST$9.2M0.32%185,389CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$9.1M0.32%9,854CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$9.0M0.31%55,680CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$8.9M0.31%99,515CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$8.9M0.31%192,370CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$8.9M0.31%37,060CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$8.8M0.31%199,136CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$8.2M0.29%351,176CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$8.2M0.29%119,638CommonNONE
464287200IVVISHARES TR$7.9M0.28%11,754CommonNONE
980745103WWDWOODWARD INC$7.7M0.27%30,342CommonNONE
464288158SUBISHARES TR$7.7M0.27%71,662CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$7.5M0.26%130,576CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$7.4M0.26%93,514CommonNONE
969457100WMBWILLIAMS COS INC$7.2M0.25%113,611CommonNONE
701094104PHPARKER-HANNIFIN CORP$7.2M0.25%9,468CommonNONE
78464A805SPTMSPDR SERIES TRUST$7.0M0.24%86,727CommonNONE
464287655IWMISHARES TR$6.6M0.23%27,121CommonNONE
78464A649SPABSPDR SERIES TRUST$6.5M0.23%250,802CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$6.4M0.22%95,152CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$6.3M0.22%64,645CommonNONE
G29183103ETNEATON CORP PLC$6.3M0.22%16,773CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$6.2M0.22%78,082CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$6.2M0.22%30,034CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$6.1M0.21%132,875CommonNONE
00287Y109ABBVABBVIE INC$6.1M0.21%26,256CommonNONE
863667101SYKSTRYKER CORPORATION$6.1M0.21%16,404CommonNONE
931142103WMTWALMART INC$6.0M0.21%58,223CommonNONE
46434V621DGROISHARES TR$6.0M0.21%87,450CommonNONE
745867101PHMPULTE GROUP INC$5.9M0.21%45,016CommonNONE
254687106DISDISNEY WALT CO$5.9M0.21%51,466CommonNONE
437076102HDHOME DEPOT INC$5.9M0.21%14,481CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$5.8M0.20%175,711CommonNONE
001055102AFLAFLAC INC$5.7M0.20%50,687CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$5.5M0.19%76,709CommonNONE
097023105BABOEING CO$5.5M0.19%25,555CommonNONE
25434V856DFIPDIMENSIONAL ETF TRUST$5.4M0.19%128,623CommonNONE
478160104JNJJOHNSON & JOHNSON$5.3M0.19%28,564CommonNONE
98389B100XELXCEL ENERGY INC$5.3M0.18%65,121CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$5.2M0.18%50,290CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.2M0.18%18,530CommonNONE
64110L106NFLXNETFLIX INC$5.2M0.18%4,361CommonNONE
872590104TMUST-MOBILE US INC$5.2M0.18%21,785CommonNONE
922908769VTIVANGUARD INDEX FDS$5.1M0.18%15,589CommonNONE
49428J109KEKIMBALL ELECTRONICS INC$5.1M0.18%171,252CommonNONE
78468R853SPSMSPDR SERIES TRUST$5.1M0.18%109,686CommonNONE
48251W104KKRKKR & CO INC$5.1M0.18%38,983CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.0M0.18%10,405CommonNONE
58933Y105MRKMERCK & CO INC$4.9M0.17%58,598CommonNONE
929160109VMCVULCAN MATLS CO$4.9M0.17%15,828CommonNONE
548661107LOWLOWES COS INC$4.9M0.17%19,306CommonNONE
231021106CMICUMMINS INC$4.8M0.17%11,445CommonNONE
464288273SCZISHARES TR$4.8M0.17%62,072CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$4.7M0.16%9,172CommonNONE
92189F676SMHVANECK ETF TRUST$4.7M0.16%14,324CommonNONE
713448108PEPPEPSICO INC$4.6M0.16%32,924CommonNONE
819047101SHAKSHAKE SHACK INC$4.4M0.15%47,307CommonNONE
92647N766CFAVICTORY PORTFOLIOS II$4.4M0.15%48,253CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$4.3M0.15%21,297CommonNONE
922908751VBVANGUARD INDEX FDS$4.3M0.15%16,870CommonNONE
88579Y101MMM3M CO$4.3M0.15%27,478CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$4.3M0.15%246,566CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$4.2M0.15%97,538CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$4.1M0.14%20,310CommonNONE
78467V103RLYSSGA ACTIVE ETF TR$4.1M0.14%131,429CommonNONE
464287457SHYISHARES TR$4.0M0.14%48,651CommonNONE
055622104BPBP PLC$4.0M0.14%116,848CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$4.0M0.14%127,466CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$4.0M0.14%40,365CommonNONE
464287648IWOISHARES TR$4.0M0.14%12,507CommonNONE
36828A101GEVGE VERNOVA INC$3.9M0.14%6,369CommonNONE
316092337FFLGFIDELITY COVINGTON TRUST$3.9M0.14%131,915CommonNONE
872540109TJXTJX COS INC NEW$3.9M0.14%26,828CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$3.8M0.13%14,797CommonNONE
552848103MTGMGIC INVT CORP WIS$3.8M0.13%134,440CommonNONE
56035L104MAINMAIN STR CAP CORP$3.8M0.13%59,343CommonNONE
G5960L103MDTMEDTRONIC PLC$3.8M0.13%39,594CommonNONE
78464A763SDYSPDR SERIES TRUST$3.8M0.13%26,786CommonNONE
68268W103OMFONEMAIN HLDGS INC$3.7M0.13%66,274CommonNONE
97717W505DONWISDOMTREE TR$3.7M0.13%71,121CommonNONE
71424F105PRPERMIAN RESOURCES CORP$3.7M0.13%285,776CommonNONE
30231G102XOMEXXON MOBIL CORP$3.6M0.13%32,086CommonNONE
74933W601TMFCRBB FD INC$3.6M0.13%51,129CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$3.6M0.12%22,920CommonNONE
149123101CATCATERPILLAR INC$3.5M0.12%7,439CommonNONE
78464A409SPYGSPDR SERIES TRUST$3.5M0.12%33,617CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$3.5M0.12%24,497CommonNONE
20825C104COPCONOCOPHILLIPS$3.5M0.12%36,708CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$3.4M0.12%107,296CommonNONE
G0403H108AONAON PLC$3.4M0.12%9,550CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$3.4M0.12%43,444CommonNONE
278277108EOSEATON VANCE ENHANCED EQUITY$3.3M0.12%139,970CommonNONE
717081103PFEPFIZER INC$3.3M0.12%131,407CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$3.3M0.12%51,640CommonNONE
060505104BACBANK AMERICA CORP$3.3M0.12%64,457CommonNONE
166764100CVXCHEVRON CORP NEW$3.3M0.11%21,154CommonNONE
966084204WSRWHITESTONE REIT$3.2M0.11%263,489CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$3.2M0.11%287,938CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$3.2M0.11%116,908CommonNONE
682680103OKEONEOK INC NEW$3.1M0.11%42,594CommonNONE
68389X105ORCLORACLE CORP$3.1M0.11%10,977CommonNONE
172062101CINFCINCINNATI FINL CORP$3.1M0.11%19,487CommonNONE
78464A300SLYVSPDR SERIES TRUST$3.1M0.11%34,685CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3.0M0.11%5,362CommonNONE
233331107DTEDTE ENERGY CO$3.0M0.10%21,179CommonNONE
74347X831TQQQPROSHARES TR$3.0M0.10%28,852CommonNONE
464288414MUBISHARES TR$3.0M0.10%27,846CommonNONE
89832Q109TFCTRUIST FINL CORP$3.0M0.10%64,776CommonNONE
925652109VICIVICI PPTYS INC$2.9M0.10%90,417CommonNONE
91529Y106UNMUNUM GROUP$2.9M0.10%37,705CommonNONE
337932107FEFIRSTENERGY CORP$2.9M0.10%62,608CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$2.9M0.10%76,628CommonNONE
74340W103PLDPROLOGIS INC.$2.8M0.10%24,870CommonNONE
855244109SBUXSTARBUCKS CORP$2.8M0.10%33,347CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$2.8M0.10%106,678CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$2.8M0.10%41,670CommonNONE
04010L103ARCCARES CAPITAL CORP$2.8M0.10%136,999CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.7M0.10%5,503CommonNONE
302635206FSKFS KKR CAP CORP$2.7M0.10%183,332CommonNONE
921937819BIVVANGUARD BD INDEX FDS$2.7M0.10%34,967CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.7M0.09%19,071CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$2.7M0.09%27,431CommonNONE
17275R102CSCOCISCO SYS INC$2.7M0.09%39,025CommonNONE
858119100STLDSTEEL DYNAMICS INC$2.7M0.09%19,041CommonNONE
02209S103MOALTRIA GROUP INC$2.6M0.09%39,666CommonNONE
75513E101RTXRTX CORPORATION$2.6M0.09%15,550CommonNONE
464287465EFAISHARES TR$2.6M0.09%27,486CommonNONE
191216100KOCOCA COLA CO$2.6M0.09%38,670CommonNONE
922908652VXFVANGUARD INDEX FDS$2.6M0.09%12,209CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.5M0.09%16,590CommonNONE
580135101MCDMCDONALDS CORP$2.5M0.09%8,251CommonNONE
78464A201SLYGSPDR SERIES TRUST$2.5M0.09%26,529CommonNONE
406216101HALHALLIBURTON CO$2.5M0.09%99,782CommonNONE
808524607SCHASCHWAB STRATEGIC TR$2.4M0.09%87,646CommonNONE
64828T201RITMRITHM CAPITAL CORP$2.4M0.08%212,604CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$2.4M0.08%36,905CommonNONE
00724F101ADBEADOBE INC$2.3M0.08%6,601CommonNONE
09260D107BXBLACKSTONE INC$2.3M0.08%13,555CommonNONE
22052L104CTVACORTEVA INC$2.3M0.08%33,550CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.3M0.08%3CommonNONE
032108847YYYAMPLIFY ETF TR$2.2M0.08%190,039CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.2M0.08%4,561CommonNONE
922908736VUGVANGUARD INDEX FDS$2.2M0.08%4,619CommonNONE
464287226AGGISHARES TR$2.2M0.08%22,083CommonNONE
46435G524IGROISHARES TR$2.2M0.08%27,461CommonNONE
464287879IJSISHARES TR$2.2M0.08%19,608CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.2M0.08%24,771CommonNONE
46435U861DIVBISHARES TR$2.2M0.08%41,245CommonNONE
002824100ABTABBOTT LABS$2.1M0.08%16,031CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$2.1M0.07%55,599CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$2.1M0.07%4,757CommonNONE
46090E103QQQINVESCO QQQ TR$2.1M0.07%18,600CALLNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.1M0.07%35,220CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.1M0.07%48,002CommonNONE
922908744VTVVANGUARD INDEX FDS$2.1M0.07%11,284CommonNONE
81619Q105SEMSELECT MED HLDGS CORP$2.1M0.07%161,964CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$2.1M0.07%76,322CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$2.0M0.07%43,519CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$2.0M0.07%17,861CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$2.0M0.07%80,039CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.0M0.07%5,730CommonNONE
747525103QCOMQUALCOMM INC$1.9M0.07%11,590CommonNONE
464287176TIPISHARES TR$1.9M0.07%17,309CommonNONE
46434G103IEMGISHARES INC$1.9M0.07%28,589CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.9M0.07%2,357CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.9M0.07%4,047CommonNONE
882508104TXNTEXAS INSTRS INC$1.9M0.07%10,181CommonNONE
78464A847SPMDSPDR SERIES TRUST$1.9M0.06%32,410CommonNONE
617446448MSMORGAN STANLEY$1.9M0.06%11,659CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$1.8M0.06%52,652CommonNONE
031162100AMGNAMGEN INC$1.8M0.06%6,507CommonNONE
92204A702VGTVANGUARD WORLD FD$1.8M0.06%2,453CommonNONE
244199105DEDEERE & CO$1.8M0.06%3,890CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.8M0.06%10,956CommonNONE
N82405106STLASTELLANTIS N.V$1.7M0.06%185,034CommonNONE
256163106DOCUDOCUSIGN INC$1.7M0.06%23,876CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.7M0.06%10,980CommonNONE
922908637VVVANGUARD INDEX FDS$1.7M0.06%5,500CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$1.7M0.06%107,800CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$1.6M0.06%54,939CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$1.6M0.06%61,791CommonNONE
79466L302CRMSALESFORCE INC$1.6M0.06%6,801CommonNONE
02156V109OKLOOKLO INC$1.6M0.06%14,424CommonNONE
14149Y108CAHCARDINAL HEALTH INC$1.6M0.06%10,249CommonNONE
58155Q103MCKMCKESSON CORP$1.6M0.06%2,081CommonNONE
97717W760DLSWISDOMTREE TR$1.6M0.06%20,204CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.6M0.06%4,836CommonNONE
78468R531EFIVSPDR SERIES TRUST$1.6M0.06%24,821CommonNONE
842587107SOSOUTHERN CO$1.6M0.05%16,461CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.6M0.05%11,202CommonNONE
988498101YUMYUM BRANDS INC$1.6M0.05%10,238CommonNONE
146280508SILASILA REALTY TRUST INC$1.6M0.05%61,820CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.5M0.05%9,257CommonNONE
00206R102TAT&T INC$1.5M0.05%54,483CommonNONE
92189K105HODLVANECK BITCOIN ETF$1.5M0.05%46,754CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.5M0.05%14,016CommonNONE
921910733ESGVVANGUARD WORLD FD$1.5M0.05%12,661CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.5M0.05%58,059CommonNONE
56585A102MPCMARATHON PETE CORP$1.5M0.05%7,630CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.5M0.05%6,747CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1.4M0.05%36,860CommonNONE
464287598IWDISHARES TR$1.4M0.05%7,004CommonNONE
172967424CCITIGROUP INC$1.4M0.05%13,937CommonNONE
902973304USBUS BANCORP DEL$1.4M0.05%29,069CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.4M0.05%256CommonNONE
92189F601NLRVANECK ETF TRUST$1.4M0.05%10,172CommonNONE
594972408MSTRSTRATEGY INC$1.4M0.05%4,273CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$1.4M0.05%40,520CommonNONE
404251100HNIHNI CORP$1.3M0.05%28,552CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.3M0.05%55,582CommonNONE
040413205ANETARISTA NETWORKS INC$1.3M0.05%8,850CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.3M0.04%28,255CommonNONE
86280R506HNDLSTRATEGY SHS$1.3M0.04%56,490CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.2M0.04%4,995CommonNONE
H1467J104CBCHUBB LIMITED$1.2M0.04%4,355CommonNONE
65339F101NEENEXTERA ENERGY INC$1.2M0.04%16,042CommonNONE
03831W108APPAPPLOVIN CORP$1.2M0.04%1,670CommonNONE
46138J742IUSINVESCO EXCH TRD SLF IDX FD$1.2M0.04%21,488CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.2M0.04%15,026CommonNONE
45867G101IDCCINTERDIGITAL INC$1.2M0.04%3,388CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.2M0.04%12,248CommonNONE
466313103JBLJABIL INC$1.2M0.04%5,317CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$1.1M0.04%39,343CommonNONE
922908553VNQVANGUARD INDEX FDS$1.1M0.04%12,410CommonNONE
31428X106FDXFEDEX CORP$1.1M0.04%4,808CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$1.1M0.04%7,900CommonNONE
458140100INTCINTEL CORP$1.1M0.04%33,161CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$1.1M0.04%5,909CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.1M0.04%6,467CommonNONE
464287622IWBISHARES TR$1.1M0.04%2,957CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$1.1M0.04%24,947CommonNONE
235851102DHRDANAHER CORPORATION$1.1M0.04%5,313CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.1M0.04%3,582CommonNONE
464287614IWFISHARES TR$1.0M0.04%2,221CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.0M0.04%12,367CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.0M0.04%19,242CommonNONE
438516106HONHONEYWELL INTL INC$1.0M0.04%4,922CommonNONE
16411R208LNGCHENIERE ENERGY INC$1.0M0.04%4,363CommonNONE
278865100ECLECOLAB INC$1.0M0.04%3,732CommonNONE
19762B707INCOCOLUMBIA ETF TR II$1.0M0.04%15,774CommonNONE
03073E105CORCENCORA INC$1.0M0.04%3,215CommonNONE
922020805VTIPVANGUARD MALVERN FDS$1.0M0.04%19,817CommonNONE
291011104EMREMERSON ELEC CO$1.0M0.03%7,629CommonNONE
78464A821MDYGSPDR SERIES TRUST$992,3450.03%10,838CommonNONE
34959E109FTNTFORTINET INC$967,7610.03%11,510CommonNONE
654106103NKENIKE INC$965,1790.03%13,842CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$964,9270.03%6,906CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$958,2760.03%7,744CommonNONE
922908611VBRVANGUARD INDEX FDS$957,4750.03%4,588CommonNONE
032095101APHAMPHENOL CORP NEW$954,3780.03%7,712CommonNONE
880770102TERTERADYNE INC$950,3040.03%6,904CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$943,2950.03%30,166CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$942,4270.03%18,614CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$936,4350.03%4,112CommonNONE
G54950103LINLINDE PLC$933,7520.03%1,966CommonNONE
03076C106AMPAMERIPRISE FINL INC$932,5260.03%1,898CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$931,2830.03%2,878CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$928,5610.03%7,235CommonNONE
375558103GILDGILEAD SCIENCES INC$922,7660.03%8,313CommonNONE
816851109SRESEMPRA$918,5280.03%10,208CommonNONE
87612E106TGTTARGET CORP$910,3380.03%10,149CommonNONE
020002101ALLALLSTATE CORP$905,5890.03%4,219CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$898,1380.03%3,120CommonNONE
14040H105COFCAPITAL ONE FINL CORP$896,1050.03%4,215CommonNONE
464289438IWYISHARES TR$894,4020.03%3,268CommonNONE
94106L109WMWASTE MGMT INC DEL$885,6980.03%4,011CommonNONE
N07059210ASMLASML HOLDING N V$885,3210.03%915CommonNONE
464287804IJRISHARES TR$880,7750.03%7,412CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$877,4460.03%20,213CommonNONE
09290D101BLKBLACKROCK INC$875,6640.03%751CommonNONE
29273V100ETENERGY TRANSFER L P$867,3490.03%50,545CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$863,9040.03%9,670CommonNONE
871607107SNPSSYNOPSYS INC$860,4720.03%1,744CommonNONE
97717W562EESWISDOMTREE TR$860,4310.03%15,401CommonNONE
46428Q109SLVISHARES SILVER TR$857,0600.03%20,228CommonNONE
46434V647REETISHARES TR$853,3010.03%33,384CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$849,0550.03%10,165CommonNONE
78464A474SPSBSPDR SERIES TRUST$844,3880.03%27,877CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$842,5670.03%1,997CommonNONE
125523100CITHE CIGNA GROUP$839,1970.03%2,911CommonNONE
464287150ITOTISHARES TR$832,5220.03%5,716CommonNONE
92189F643MOATVANECK ETF TRUST$828,2110.03%8,356CommonNONE
G0176J109ALLEALLEGION PLC$819,2720.03%4,620CommonNONE
219350105GLWCORNING INC$818,4380.03%9,977CommonNONE
64110D104NTAPNETAPP INC$816,0130.03%6,889CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$812,3880.03%2,469CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$806,9330.03%8,085CommonNONE
697435105PANWPALO ALTO NETWORKS INC$803,0770.03%3,944CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$802,1000.03%10,680CommonNONE
833445109SNOWSNOWFLAKE INC$794,6130.03%3,523CommonNONE
20603L102CONCONCENTRA GROUP HOLDINGS PAR$789,9540.03%37,743CommonNONE
81762P102NOWSERVICENOW INC$788,6800.03%857CommonNONE
482480100KLACKLA CORP$783,7650.03%727CommonNONE
680665205OLNOLIN CORP$777,1810.03%31,100CommonNONE
518439104ELLAUDER ESTEE COS INC$776,3360.03%8,810CommonNONE
904767704UNILEVER PLC$775,2270.03%13,077CommonNONE
032108664HACKAMPLIFY ETF TR$750,4950.03%8,646CommonNONE
681919106OMCOMNICOM GROUP INC$746,4760.03%9,156CommonNONE
907818108UNPUNION PAC CORP$745,9640.03%3,156CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$745,1250.03%1,223CommonNONE
751212101RLRALPH LAUREN CORP$741,9960.03%2,366CommonNONE
464287499IWRISHARES TR$737,7320.03%7,641CommonNONE
921937835BNDVANGUARD BD INDEX FDS$736,6120.03%9,905CommonNONE
18915M107NETCLOUDFLARE INC$736,0440.03%3,430CommonNONE
82509L107SHOPSHOPIFY INC$735,9170.03%4,952CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$735,1650.03%2,802CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$734,9470.03%14,496CommonNONE
651587107NEUNEWMARKET CORP$734,6960.03%887CommonNONE
110448107BTIBRITISH AMERN TOB PLC$733,3640.03%13,816CommonNONE
311900104FASTFASTENAL CO$732,0490.03%14,928CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$728,3440.03%6,153CommonNONE
464285204IAUISHARES GOLD TR$716,0570.03%9,840CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$709,8460.02%2,542CommonNONE
461202103INTUINTUIT$708,4920.02%1,037CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$703,9250.02%2,004CommonNONE
464287507IJHISHARES TR$703,2870.02%10,777CommonNONE
052769106ADSKAUTODESK INC$702,7440.02%2,212CommonNONE
009158106APDAIR PRODS & CHEMS INC$700,7360.02%2,569CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$698,5960.02%15,381CommonNONE
29250N105ENBENBRIDGE INC$696,5070.02%13,803CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$691,1240.02%7,559CommonNONE
888787108TOSTTOAST INC$684,1240.02%18,738CommonNONE
464288885EFGISHARES TR$682,4750.02%5,993CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$674,8420.02%10,063CommonNONE
609207105MDLZMONDELEZ INTL INC$674,4880.02%10,797CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$674,4590.02%3,555CommonNONE
655844108NSCNORFOLK SOUTHN CORP$673,9210.02%2,243CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$671,9400.02%2,406CommonNONE
89400J107TRUTRANSUNION$667,8810.02%7,972CommonNONE
921910725VSGXVANGUARD WORLD FD$666,0580.02%9,602CommonNONE
049560105ATOATMOS ENERGY CORP$665,9670.02%3,900CommonNONE
25459W862SPXLDIREXION SHS ETF TR$665,4920.02%3,141CommonNONE
452308109ITWILLINOIS TOOL WKS INC$664,6010.02%2,549CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$663,4230.02%4,766CommonNONE
770700102HOODROBINHOOD MKTS INC$652,6140.02%4,558CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$651,9180.02%19,023CommonNONE
025932104AFGAMERICAN FINL GROUP INC OHIO$648,2030.02%4,448CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$645,1640.02%32,984CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$641,6910.02%3,809CommonNONE
911363109URIUNITED RENTALS INC$640,7600.02%671CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$620,9050.02%10,393CommonNONE
55336V100MPLXMPLX LP$620,5280.02%12,423CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$611,5440.02%6,209CommonNONE
98980G102ZSZSCALER INC$611,3060.02%2,040CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$600,1590.02%7,139CommonNONE
320817109FRMEFIRST MERCHANTS CORP$596,4690.02%15,821CommonNONE
075887109BDXBECTON DICKINSON & CO$594,6550.02%3,177CommonNONE
464287408IVEISHARES TR$592,9140.02%2,871CommonNONE
00162Q452AMLPALPS ETF TR$591,4120.02%12,602CommonNONE
25754A201DPZDOMINOS PIZZA INC$589,0830.02%1,365CommonNONE
464287846IYYISHARES TR$584,3440.02%3,596CommonNONE
824348106SHWSHERWIN WILLIAMS CO$580,5310.02%1,677CommonNONE
253393102DKSDICKS SPORTING GOODS INC$576,4190.02%2,594CommonNONE
303250104FICOFAIR ISAAC CORP$573,1710.02%383CommonNONE
12572Q105CMECME GROUP INC$571,4090.02%2,115CommonNONE
651639106NEMNEWMONT CORP$570,4900.02%6,767CommonNONE
494368103KMBKIMBERLY-CLARK CORP$570,1070.02%4,585CommonNONE
191098102COKECOCA COLA CONS INC$570,0560.02%4,866CommonNONE
46435G532SDGISHARES TR$568,5890.02%6,834CommonNONE
46434G863ESGEISHARES INC$565,8870.02%13,033CommonNONE
833034101SNASNAP ON INC$563,2180.02%1,625CommonNONE
05464C101AXONAXON ENTERPRISE INC$560,4770.02%781CommonNONE
26875P101EOGEOG RES INC$558,9130.02%4,985CommonNONE
064058100BKBANK NEW YORK MELLON CORP$558,2630.02%5,124CommonNONE
38747R827NVDLGRANITESHARES ETF TR$557,3200.02%5,953CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$556,1070.02%453CommonNONE
33738R100MDIVFIRST TR EXCHANGE TRADED FD$555,2890.02%34,619CommonNONE
46435G425ESGUISHARES TR$554,7740.02%3,810CommonNONE
00214Q104ARKKARK ETF TR$553,6510.02%6,415CommonNONE
278642103EBAYEBAY INC.$553,0330.02%6,081CommonNONE
20030N101CMCSACOMCAST CORP NEW$552,9490.02%17,599CommonNONE
032654105ADIANALOG DEVICES INC$552,6750.02%2,249CommonNONE
146869102CVNACARVANA CO$551,9020.02%1,463CommonNONE
78409V104SPGIS&P GLOBAL INC$551,7500.02%1,134CommonNONE
66981J102MNSOMINISO GROUP HLDG LTD$549,0000.02%24,400CommonNONE
46435G672IAGGISHARES TR$548,2910.02%10,703CommonNONE
31609A107FELVFIDELITY COVINGTON TRUST$543,7110.02%16,216CommonNONE
05329W102ANAUTONATION INC$542,7680.02%2,481CommonNONE
969904101WSMWILLIAMS SONOMA INC$542,6740.02%2,777CommonNONE
464287309IVWISHARES TR$539,3310.02%4,468CommonNONE
922475108VEEVVEEVA SYS INC$538,9190.02%1,809CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$532,7110.02%2,559CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$532,4980.02%16,862CommonNONE
45167R104IEXIDEX CORP$528,9700.02%3,250CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$522,4180.02%19,811CommonNONE
126408103CSXCSX CORP$520,8350.02%14,667CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$518,5260.02%4,716CommonNONE
501044101KRKROGER CO$515,8400.02%7,652CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$513,7280.02%736CommonNONE
26922A289UFOXETF SER SOLUTIONS$511,4230.02%8,292CommonNONE
860630102SFSTIFEL FINL CORP$509,3670.02%4,489CommonNONE
46138E263CGWINVESCO EXCH TRADED FD TR II$508,6350.02%7,918CommonNONE
92189L103ETHVVANECK ETHEREUM TR$506,0240.02%8,305CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$504,7940.02%7,860CommonNONE
46435G243SUSBISHARES TR$503,0440.02%19,875CommonNONE
172908105CTASCINTAS CORP$498,8350.02%2,430CommonNONE
46432F339QUALISHARES TR$496,9870.02%2,555CommonNONE
518416102RODMLATTICE STRATEGIES TR$496,7900.02%13,984CommonNONE
464287655IWMISHARES TR$495,4690.02%9,800CALLNONE
756109104OREALTY INCOME CORP$493,4110.02%8,117CommonNONE
19260Q107COINCOINBASE GLOBAL INC$488,6860.02%1,448CommonNONE
817565104SCISERVICE CORP INTL$487,4690.02%5,858CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$486,3050.02%8,729CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$484,2680.02%2,779CommonNONE
46429B697USMVISHARES TR$482,8760.02%5,075CommonNONE
808524706SCHESCHWAB STRATEGIC TR$482,3760.02%14,455CommonNONE
316092857FRELFIDELITY COVINGTON TRUST$481,1420.02%17,301CommonNONE
053332102AZOAUTOZONE INC$480,5070.02%112CommonNONE
109696104BCOBRINKS CO$475,4760.02%4,069CommonNONE
23804L103DDOGDATADOG INC$474,1920.02%3,330CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$474,0850.02%2,509CommonNONE
21036P108STZCONSTELLATION BRANDS INC$473,6080.02%3,517CommonNONE
15101Q207CLSCELESTICA INC$471,8180.02%1,915CommonNONE
46138E743PXFINVESCO EXCH TRADED FD TR II$471,7490.02%7,711CommonNONE
78463X871GWXSPDR INDEX SHS FDS$470,0400.02%11,698CommonNONE
427866108HSYHERSHEY CO$469,6140.02%2,511CommonNONE
464287515IGVISHARES TR$469,2410.02%4,080CommonNONE
46432F396MTUMISHARES TR$462,2510.02%1,803CommonNONE
345370860FFORD MTR CO$458,8890.02%38,369CommonNONE
718546104PSXPHILLIPS 66$457,7960.02%3,366CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$457,4560.02%7,433CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$456,3570.02%1,851CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$453,9550.02%18,064CommonNONE
369550108GDGENERAL DYNAMICS CORP$452,2000.02%1,326CommonNONE
26614N102DDDUPONT DE NEMOURS INC$451,7150.02%5,799CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$451,1150.02%2,524CommonNONE
G6683N103NUNU HLDGS LTD$451,0660.02%28,174CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$448,3570.02%3,364CommonNONE
023608102AEEAMEREN CORP$445,8120.02%4,271CommonNONE
750917106RMBSRAMBUS INC DEL$445,4550.02%4,275CommonNONE
97717X511AGGYWISDOMTREE TR$444,7570.02%10,046CommonNONE
02364V206GHIGREYSTONE HOUSING IMPACT INV$443,0680.02%43,016CommonNONE
174610105CFGCITIZENS FINL GROUP INC$443,0640.02%8,335CommonNONE
25809K105DASHDOORDASH INC$442,8000.02%1,628CommonNONE

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.