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MONETA GROUP INVESTMENT ADVISORS LLC

Q4 2023 · 13F-HR

MONETA GROUP INVESTMENT ADVISORS LLCholdings as filed

Filed 2024-02-15 · accession 0001120927-24-000001

$5.06B
Reported value
565
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 565

CUSIPTickerIssuerValue% port.SharesClassVoting
808524201SCHXSCHWAB STRATEGIC TR$426.5M8.43%7,561,281CommonSOLE
46434G103IEMGISHARES INC$248.5M4.91%4,912,562CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$234.6M4.64%3,248,949CommonSOLE
922908637VVVANGUARD INDEX FDS$216.1M4.27%990,805CommonSOLE
922908736VUGVANGUARD INDEX FDS$178.5M3.53%574,096CommonSOLE
464287200IVVISHARES TR$176.2M3.48%368,818CommonSOLE
922908744VTVVANGUARD INDEX FDS$175.6M3.47%1,174,738CommonSOLE
922908363VOOVANGUARD INDEX FDS$168.2M3.32%385,140CommonSOLE
464287804IJRISHARES TR$150.9M2.98%1,393,598CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$150.3M2.97%1,995,865CommonSOLE
922908629VOVANGUARD INDEX FDS$111.1M2.19%477,350CommonSOLE
46432F842IEFAISHARES TR$107.7M2.13%1,530,234CommonSOLE
037833100AAPLAPPLE INC$96.1M1.90%499,224CommonSOLE
922908751VBVANGUARD INDEX FDS$86.0M1.70%403,327CommonSOLE
922908595VBKVANGUARD INDEX FDS$77.0M1.52%318,297CommonSOLE
922908512VOEVANGUARD INDEX FDS$75.6M1.49%521,220CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$74.3M1.47%896,203CommonSOLE
922908538VOTVANGUARD INDEX FDS$68.3M1.35%311,113CommonSOLE
922908769VTIVANGUARD INDEX FDS$67.2M1.33%283,307CommonSOLE
464287614IWFISHARES TR$65.1M1.29%214,613CommonSOLE
464287309IVWISHARES TR$63.8M1.26%848,907CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$62.3M1.23%131,018CommonSOLE
464287507IJHISHARES TR$56.1M1.11%202,547CommonSOLE
922908553VNQVANGUARD INDEX FDS$55.5M1.10%628,121CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$54.5M1.08%970,012CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$53.2M1.05%1,439,957CommonSOLE
594918104MSFTMICROSOFT CORP$52.4M1.04%139,446CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$51.7M1.02%737,117CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$46.7M0.92%130,988CommonSOLE
922908611VBRVANGUARD INDEX FDS$45.6M0.90%253,245CommonSOLE
464287655IWMISHARES TR$44.2M0.87%220,311CommonSOLE
464287598IWDISHARES TR$41.1M0.81%248,996CommonSOLE
464287408IVEISHARES TR$40.5M0.80%233,173CommonSOLE
78464A763SDYSPDR SER TR$39.7M0.78%317,376CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$39.2M0.77%351,121CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$37.3M0.74%778,152CommonSOLE
921909768VXUSVANGUARD STAR FDS$34.1M0.67%588,206CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$32.0M0.63%1,545,978CommonSOLE
78464A854SPYMSPDR SER TR$31.1M0.61%556,198CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$27.8M0.55%587,815CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$27.7M0.55%674,053CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$25.7M0.51%1,036,240CommonSOLE
464288273SCZISHARES TR$25.5M0.50%412,347CommonSOLE
02072L839AMIDEA SERIES TRUST$25.4M0.50%837,341CommonSOLE
464287465EFAISHARES TR$21.4M0.42%283,939CommonSOLE
670346105NUENUCOR CORP$21.4M0.42%122,701CommonSOLE
464287648IWOISHARES TR$21.3M0.42%84,474CommonSOLE
921932794VIOGVANGUARD ADMIRAL FDS INC$19.6M0.39%181,743CommonSOLE
023135106AMZNAMAZON COM INC$18.9M0.37%124,676CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$18.9M0.37%24,150CommonSOLE
29273V100ETENERGY TRANSFER L P$17.7M0.35%1,285,014CommonSOLE
464287887IJTISHARES TR$16.7M0.33%133,663CommonSOLE
464288372IGFISHARES TR$16.6M0.33%353,024CommonSOLE
15135B101CNCCENTENE CORP DEL$16.1M0.32%216,597CommonSOLE
78464A649SPABSPDR SER TR$15.9M0.31%620,215CommonSOLE
464287622IWBISHARES TR$15.7M0.31%59,725CommonSOLE
02079K305GOOGLALPHABET INC$15.5M0.31%111,098CommonSOLE
921932778VIOVVANGUARD ADMIRAL FDS INC$14.7M0.29%166,063CommonSOLE
46090E103QQQINVESCO QQQ TR$14.1M0.28%34,341CommonSOLE
464287481IWPISHARES TR$13.4M0.26%128,293CommonSOLE
30231G102XOMEXXON MOBIL CORP$13.0M0.26%129,865CommonSOLE
464287473IWSISHARES TR$13.0M0.26%111,647CommonSOLE
464287630IWNISHARES TR$11.8M0.23%76,165CommonSOLE
02079K107GOOGALPHABET INC$11.8M0.23%83,544CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$11.8M0.23%252,151CommonSOLE
464288885EFGISHARES TR$11.7M0.23%120,902CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$11.4M0.23%110,754CommonSOLE
464288877EFVISHARES TR$11.0M0.22%211,191CommonSOLE
464287879IJSISHARES TR$10.9M0.22%105,786CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$10.8M0.21%11,350CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$10.5M0.21%19,916CommonSOLE
478160104JNJJOHNSON & JOHNSON$10.3M0.20%65,473CommonSOLE
78464A847SPMDSPDR SER TR$9.9M0.20%203,067CommonSOLE
464287168DVYISHARES TR$8.9M0.18%75,931CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$8.8M0.17%88,643CommonSOLE
713448108PEPPEPSICO INC$8.8M0.17%51,747CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$8.7M0.17%51,224CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.6M0.17%58,441CommonSOLE
294429105EFXEQUIFAX INC$8.2M0.16%33,035CommonSOLE
464287499IWRISHARES TR$8.2M0.16%105,002CommonSOLE
67066G104NVDANVIDIA CORPORATION$7.7M0.15%15,500CommonSOLE
92826C839VVISA INC$7.3M0.14%27,974CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$7.2M0.14%134,879CommonSOLE
291011104EMREMERSON ELEC CO$6.9M0.14%71,036CommonSOLE
012653101ALBALBEMARLE CORP$6.9M0.14%47,631CommonSOLE
464287705IJJISHARES TR$6.9M0.14%60,140CommonSOLE
00287Y109ABBVABBVIE INC$6.7M0.13%43,190CommonSOLE
060505104BACBANK AMERICA CORP$6.4M0.13%190,480CommonSOLE
464287564ICFISHARES TR$6.4M0.13%109,130CommonSOLE
023608102AEEAMEREN CORP$6.4M0.13%88,581CommonSOLE
464287226AGGISHARES TR$6.3M0.12%63,259CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$6.3M0.12%176,894CommonSOLE
580135101MCDMCDONALDS CORP$6.2M0.12%20,971CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$6.1M0.12%88,486CommonSOLE
235851102DHRDANAHER CORPORATION$6.0M0.12%25,889CommonSOLE
58933Y105MRKMERCK & CO INC$6.0M0.12%54,848CommonSOLE
30034W106EVRGEVERGY INC$5.9M0.12%113,524CommonSOLE
464287234EEMISHARES TR$5.8M0.11%144,415CommonSOLE
717081103PFEPFIZER INC$5.8M0.11%200,030CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$5.7M0.11%8,641CommonSOLE
464287606IJKISHARES TR$5.6M0.11%70,982CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$5.5M0.11%71,745CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$5.4M0.11%10CommonSOLE
921910816MGKVANGUARD WORLD FD$5.3M0.10%20,336CommonSOLE
907818108UNPUNION PAC CORP$5.1M0.10%20,859CommonSOLE
88160R101TSLATESLA INC$5.1M0.10%20,429CommonSOLE
532457108LLYELI LILLY & CO$5.0M0.10%8,630CommonSOLE
097023105BABOEING CO$5.0M0.10%19,134CommonSOLE
931142103WMTWALMART INC$4.8M0.10%30,651CommonSOLE
11135F101AVGOBROADCOM INC$4.8M0.10%4,315CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.8M0.09%28,127CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$4.7M0.09%136,103CommonSOLE
46435U853USHYISHARES TR$4.6M0.09%126,984CommonSOLE
902973304USBUS BANCORP DEL$4.6M0.09%106,554CommonSOLE
002824100ABTABBOTT LABS$4.6M0.09%41,454CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.4M0.09%8,304CommonSOLE
921910873MGCVANGUARD WORLD FD$4.3M0.09%25,482CommonSOLE
30303M102METAMETA PLATFORMS INC$4.3M0.08%12,119CommonSOLE
191216100KOCOCA COLA CO$4.3M0.08%72,691CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$4.3M0.08%161,388CommonSOLE
437076102HDHOME DEPOT INC$4.2M0.08%12,232CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$4.2M0.08%11,246CommonSOLE
72201R775BONDPIMCO ETF TR$4.2M0.08%45,681CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$4.2M0.08%143,962CommonSOLE
166764100CVXCHEVRON CORP NEW$4.2M0.08%28,088CommonSOLE
78464A300SLYVSPDR SER TR$4.1M0.08%49,720CommonSOLE
125523100CITHE CIGNA GROUP$4.1M0.08%13,717CommonSOLE
78464A201SLYGSPDR SER TR$4.0M0.08%48,398CommonSOLE
92204A702VGTVANGUARD WORLD FDS$4.0M0.08%8,293CommonSOLE
922908652VXFVANGUARD INDEX FDS$3.9M0.08%23,879CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$3.8M0.08%85,957CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$3.8M0.08%49,743CommonSOLE
682680103OKEONEOK INC NEW$3.8M0.08%54,239CommonSOLE
92242T101VVXV2X INC$3.6M0.07%78,349CommonSOLE
11271J107BNBROOKFIELD CORP$3.5M0.07%88,183CommonSOLE
464288521USRTISHARES TR$3.3M0.06%60,199CommonSOLE
G29183103ETNEATON CORP PLC$3.2M0.06%13,345CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3.2M0.06%7,518CommonSOLE
46432F834IXUSISHARES TR$3.2M0.06%49,064CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$3.1M0.06%56,523CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$3.0M0.06%81,365CommonSOLE
031162100AMGNAMGEN INC$3.0M0.06%10,467CommonSOLE
45168D104IDXXIDEXX LABS INC$3.0M0.06%5,420CommonSOLE
747525103QCOMQUALCOMM INC$3.0M0.06%20,760CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$3.0M0.06%69,990CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$2.9M0.06%39,566CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$2.8M0.06%17,502CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.7M0.05%72,365CommonSOLE
46435G516ESGDISHARES TR$2.7M0.05%35,827CommonSOLE
458140100INTCINTEL CORP$2.7M0.05%53,809CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.7M0.05%16,994CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.6M0.05%35,654CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.6M0.05%15,617CommonSOLE
149123101CATCATERPILLAR INC$2.5M0.05%8,614CommonSOLE
55336V100MPLXMPLX LP$2.4M0.05%66,529CommonSOLE
17275R102CSCOCISCO SYS INC$2.4M0.05%48,253CommonSOLE
969457100WMBWILLIAMS COS INC$2.4M0.05%69,411CommonSOLE
68389X105ORCLORACLE CORP$2.4M0.05%22,728CommonSOLE
02072L532BSVOEA SERIES TRUST$2.3M0.05%110,645CommonSOLE
79466L302CRMSALESFORCE INC$2.3M0.04%8,588CommonSOLE
464288257ACWIISHARES TR$2.2M0.04%21,972CommonSOLE
320866106FMBHFIRST MID ILL BANCSHARES INC$2.2M0.04%62,545CommonSOLE
464287150ITOTISHARES TR$2.2M0.04%20,499CommonSOLE
464288240ACWXISHARES TR$2.1M0.04%41,708CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.1M0.04%34,926CommonSOLE
87612E106TGTTARGET CORP$2.1M0.04%14,457CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2.1M0.04%4,054CommonSOLE
H1467J104CBCHUBB LIMITED$2.0M0.04%9,023CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$2.0M0.04%57,911CommonSOLE
882508104TXNTEXAS INSTRS INC$2.0M0.04%11,891CommonSOLE
87612G101TRGPTARGA RES CORP$2.0M0.04%23,311CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.0M0.04%5,726CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.9M0.04%7,285CommonSOLE
872540109TJXTJX COS INC NEW$1.9M0.04%20,115CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.9M0.04%8,081CommonSOLE
254687106DISDISNEY WALT CO$1.9M0.04%20,759CommonSOLE
464288414MUBISHARES TR$1.9M0.04%17,204CommonSOLE
14808P109CASSCASS INFORMATION SYS INC$1.9M0.04%41,329CommonSOLE
921910840MGVVANGUARD WORLD FD$1.9M0.04%16,980CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.8M0.04%8,480CommonSOLE
369604301GEGENERAL ELECTRIC CO$1.8M0.04%14,293CommonSOLE
654106103NKENIKE INC$1.8M0.04%16,747CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.8M0.04%40,797CommonSOLE
464287101OEFISHARES TR$1.8M0.04%7,966CommonSOLE
548661107LOWLOWES COS INC$1.8M0.04%7,973CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$1.8M0.03%33,860CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.8M0.03%9,242CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.7M0.03%6,400CommonSOLE
053332102AZOAUTOZONE INC$1.7M0.03%661CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$1.7M0.03%21,459CommonSOLE
00724F101ADBEADOBE INC$1.6M0.03%2,742CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$1.6M0.03%31,183CommonSOLE
438516106HONHONEYWELL INTL INC$1.5M0.03%7,248CommonSOLE
974155103WINGWINGSTOP INC$1.5M0.03%5,893CommonSOLE
00206R102TAT&T INC$1.5M0.03%89,678CommonSOLE
29250N105ENBENBRIDGE INC$1.5M0.03%41,624CommonSOLE
464287689IWVISHARES TR$1.5M0.03%5,469CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.4M0.03%17,891CommonSOLE
863667101SYKSTRYKER CORPORATION$1.4M0.03%4,706CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.4M0.03%7,522CommonSOLE
46435U663ESMLISHARES TR$1.4M0.03%36,429CommonSOLE
718546104PSXPHILLIPS 66$1.4M0.03%10,290CommonSOLE
29287L106VOTETCW TRANSFORM ETF TRUST$1.4M0.03%24,509CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$1.3M0.03%4,955CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.3M0.03%13,960CommonSOLE
714046109RVTYREVVITY INC$1.3M0.03%11,990CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$1.3M0.03%24,721CommonSOLE
032095101APHAMPHENOL CORP NEW$1.3M0.03%12,896CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$1.3M0.02%16,503CommonSOLE
743315103PGRPROGRESSIVE CORP$1.3M0.02%7,905CommonSOLE
461202103INTUINTUIT$1.2M0.02%1,998CommonSOLE
09260D107BXBLACKSTONE INC$1.2M0.02%9,509CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.2M0.02%2,695CommonSOLE
126408103CSXCSX CORP$1.2M0.02%34,916CommonSOLE
75513E101RTXRTX CORPORATION$1.2M0.02%14,386CommonSOLE
78464A409SPYGSPDR SER TR$1.2M0.02%18,369CommonSOLE
855244109SBUXSTARBUCKS CORP$1.2M0.02%12,415CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.2M0.02%8,652CommonSOLE
244199105DEDEERE & CO$1.2M0.02%2,938CommonSOLE
126650100CVSCVS HEALTH CORP$1.2M0.02%14,858CommonSOLE
64110L106NFLXNETFLIX INC$1.2M0.02%2,395CommonSOLE
74460D109PSAPUBLIC STORAGE$1.2M0.02%3,817CommonSOLE
46434G764EMXCISHARES INC$1.1M0.02%20,560CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.1M0.02%14,904CommonSOLE
864482104SPHSUBURBAN PROPANE PARTNERS L$1.1M0.02%63,449CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.1M0.02%4,586CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.1M0.02%22,575CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.1M0.02%13,426CommonSOLE
20825C104COPCONOCOPHILLIPS$1.1M0.02%9,205CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$1.1M0.02%7,590CommonSOLE
09257P105BTTBLACKROCK MUN TARGET TERM TR$1.1M0.02%50,640CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.1M0.02%27,950CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.0M0.02%1,912CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$1.0M0.02%36,475CommonSOLE
032654105ADIANALOG DEVICES INC$1.0M0.02%5,241CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$1.0M0.02%4,561CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$1.0M0.02%25,719CommonSOLE
921932844IVOVVANGUARD ADMIRAL FDS INC$1.0M0.02%11,567CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.0M0.02%16,318CommonSOLE
693506107PPGPPG INDS INC$989,8140.02%6,619CommonSOLE
038222105AMATAPPLIED MATLS INC$989,3580.02%6,105CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$981,7220.02%6,244CommonSOLE
464288802SUSAISHARES TR$974,6740.02%9,697CommonSOLE
46434G863ESGEISHARES INC$971,3080.02%30,297CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$969,6470.02%16,773CommonSOLE
375558103GILDGILEAD SCIENCES INC$950,0500.02%11,728CommonSOLE
464287671IUSGISHARES TR$933,4890.02%8,967CommonSOLE
319383204BUSEFIRST BUSEY CORP$930,8990.02%37,506CommonSOLE
617446448MSMORGAN STANLEY$930,4730.02%9,978CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$925,3770.02%18,035CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$922,6790.02%15,476CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$921,0790.02%22,992CommonSOLE
337738108FISVFISERV INC$903,3310.02%6,800CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$888,2830.02%2,861CommonSOLE
02209S103MOALTRIA GROUP INC$879,0350.02%21,791CommonSOLE
46434G822EWJISHARES INC$878,3970.02%13,695CommonSOLE
46434V621DGROISHARES TR$873,3590.02%16,227CommonSOLE
129500104CALCALERES INC$861,4580.02%28,033CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$861,0870.02%7,087CommonSOLE
94106L109WMWASTE MGMT INC DEL$842,3440.02%4,703CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$838,2950.02%3,546CommonSOLE
34959E109FTNTFORTINET INC$835,8080.02%14,280CommonSOLE
09247X101BLKCHFBLACKROCK INC$831,8820.02%1,025CommonSOLE
78468R796SPYXSPDR SER TR$821,7240.02%21,173CommonSOLE
921932885IVOOVANGUARD ADMIRAL FDS INC$820,3340.02%8,730CommonSOLE
83304A106SNAPSNAP INC$816,9570.02%48,255CommonSOLE
780259305SHELSHELL PLC$800,7320.02%12,169CommonSOLE
911363109URIUNITED RENTALS INC$791,8930.02%1,381CommonSOLE
46435U549EAGGISHARES TR$775,4400.02%16,243CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$766,4220.02%7,898CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$758,7600.01%12,581CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$756,4830.01%3,930CommonSOLE
806857108SLBSCHLUMBERGER LTD$754,1120.01%14,491CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$744,0900.01%7,382CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$742,6480.01%42,100CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$727,6300.01%4,069CommonSOLE
23331A109DHID R HORTON INC$725,2490.01%4,772CommonSOLE
40412C101HCAHCA HEALTHCARE INC$721,6330.01%2,666CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$719,5880.01%12,147CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$715,8220.01%2,961CommonSOLE
G0403H108AONAON PLC$709,7030.01%2,439CommonSOLE
704326107PAYXPAYCHEX INC$706,5860.01%5,932CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$700,4570.01%4,752CommonSOLE
46435G326IDEVISHARES TR$696,8950.01%10,947CommonSOLE
071813109BAXBAXTER INTL INC$679,6450.01%17,580CommonSOLE
89832Q109TFCTRUIST FINL CORP$676,4690.01%18,323CommonSOLE
46429B697USMVISHARES TR$673,8500.01%8,636CommonSOLE
860630102SFSTIFEL FINL CORP$671,5160.01%9,711CommonSOLE
464288448IDVISHARES TR$671,2120.01%23,980CommonSOLE
464287432TLTISHARES TR$671,0990.01%6,787CommonSOLE
06738C778DJPBARCLAYS BANK PLC$664,7810.01%21,875CommonSOLE
88579Y101MMM3M CO$660,8600.01%6,045CommonSOLE
921932869IVOGVANGUARD ADMIRAL FDS INC$660,3560.01%6,723CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$660,0950.01%1,711CommonSOLE
G54950103LINLINDE PLC$651,3860.01%1,586CommonSOLE
464287457SHYISHARES TR$646,5240.01%7,881CommonSOLE
464286525ACWVISHARES INC$639,5320.01%6,373CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$634,9700.01%6,715CommonSOLE
816851109SRESEMPRA$633,9350.01%8,483CommonSOLE
464287523SOXXISHARES TR$624,4920.01%1,084CommonSOLE
369550108GDGENERAL DYNAMICS CORP$622,4600.01%2,397CommonSOLE
71375U101PRFTUSDPERFICIENT INC$621,8670.01%9,448CommonSOLE
81762P102NOWSERVICENOW INC$621,6740.01%880CommonSOLE
871607107SNPSSYNOPSYS INC$610,6830.01%1,186CommonSOLE
66987V109NVSNOVARTIS AG$610,4110.01%6,045CommonSOLE
501044101KRKROGER CO$609,5710.01%13,336CommonSOLE
06211J100BFCBANK FIRST CORP$606,6200.01%7,000CommonSOLE
18915M107NETCLOUDFLARE INC$606,5490.01%7,285CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$604,2250.01%4,578CommonSOLE
464287556IBBISHARES TR$600,9910.01%4,424CommonSOLE
441593100HLIHOULIHAN LOKEY INC$598,3510.01%4,990CommonSOLE
403949100DINOHF SINCLAIR CORP$597,3610.01%10,750CommonSOLE
56585A102MPCMARATHON PETE CORP$596,2570.01%4,019CommonSOLE
756109104OREALTY INCOME CORP$596,1860.01%10,383CommonSOLE
370334104GISGENERAL MLS INC$595,1600.01%9,137CommonSOLE
78463V107GLDSPDR GOLD TR$594,7300.01%3,111CommonSOLE
142339100CSLCARLISLE COS INC$593,6170.01%1,900CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$589,2540.01%3,236CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$580,8510.01%9,958CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$577,0800.01%1,957CommonSOLE
92204A207VDCVANGUARD WORLD FDS$561,0140.01%2,938CommonSOLE
464287663IUSVISHARES TR$559,9950.01%6,641CommonSOLE
464287762IYHISHARES TR$558,7400.01%1,952CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$557,5870.01%32,474CommonSOLE
942622200WSOWATSCO INC$554,0120.01%1,293CommonSOLE
78463X772DWXSPDR INDEX SHS FDS$553,4780.01%15,569CommonSOLE
737446104POSTPOST HLDGS INC$551,8720.01%6,267CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$550,2830.01%3,164CommonSOLE
464287739IYRISHARES TR$548,2370.01%5,998CommonSOLE
92204A405VFHVANGUARD WORLD FDS$543,3250.01%5,889CommonSOLE
78409V104SPGIS&P GLOBAL INC$541,9590.01%1,230CommonSOLE
92204A603VISVANGUARD WORLD FDS$537,1880.01%2,437CommonSOLE
98138H101WDAYWORKDAY INC$525,0660.01%1,902CommonSOLE
036752103ELVELEVANCE HEALTH INC$524,8460.01%1,113CommonSOLE
N07059210ASMLASML HOLDING N V$524,5460.01%693CommonSOLE
009158106APDAIR PRODS & CHEMS INC$522,1630.01%1,907CommonSOLE
216648402COOPER COS INC$510,5190.01%1,349CommonSOLE
464285204IAUISHARES GOLD TR$506,6090.01%12,980CommonSOLE
579780206MKCMCCORMICK & CO INC$501,4500.01%7,329CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$499,7470.01%569CommonSOLE
92204A504VHTVANGUARD WORLD FDS$497,9550.01%1,986CommonSOLE
31428X106FDXFEDEX CORP$496,4030.01%1,962CommonSOLE
98978V103ZTSZOETIS INC$491,8460.01%2,492CommonSOLE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$490,9410.01%4,180CommonSOLE
770323103RHIROBERT HALF INC.$488,1320.01%5,552CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$487,6590.01%6,339CommonSOLE
40434L105HPQHP INC$482,8320.01%16,046CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$481,2880.01%3,108CommonSOLE
26924G102ETF MANAGERS TR$476,6100.01%47,661CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$474,4120.01%6,540CommonSOLE
871829107SYYSYSCO CORP$472,0690.01%6,455CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$468,5500.01%2,179CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$463,2330.01%8,063CommonSOLE
464288778IATISHARES TR$455,7630.01%10,893CommonSOLE
192108504CDECOEUR MNG INC$454,8420.01%139,522CommonSOLE
42328H109HLIOHELIOS TECHNOLOGIES INC$454,6340.01%10,025CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$452,3730.01%1,855CommonSOLE
69318G106PBFPBF ENERGY INC$451,9530.01%10,281CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$449,8190.01%4,150CommonSOLE
25434V880DFAXDIMENSIONAL ETF TRUST$448,7440.01%18,376CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$448,4850.01%711CommonSOLE
58155Q103MCKMCKESSON CORP$442,5810.01%956CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$437,2170.01%9,024CommonSOLE
278865100ECLECOLAB INC$426,4530.01%2,150CommonSOLE
00091G104ACVAACV AUCTIONS INC$412,8070.01%27,248CommonSOLE
25746U109DDOMINION ENERGY INC$410,5210.01%8,734CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$410,3350.01%3,208CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$410,2030.01%5,090CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$409,8090.01%6,558CommonSOLE
46435G409IVLUISHARES TR$407,9810.01%15,390CommonSOLE
464287176TIPISHARES TR$407,4730.01%3,791CommonSOLE
00214Q302ARKGARK ETF TR$406,2440.01%12,382CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$404,1200.01%257CommonSOLE
921910725VSGXVANGUARD WORLD FD$400,7590.01%7,250CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$399,4170.01%3,110CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$398,7430.01%852CommonSOLE
615369105MCOMOODYS CORP$398,3710.01%1,020CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$397,0740.01%1,555CommonSOLE
053611109AVYAVERY DENNISON CORP$395,6270.01%1,957CommonSOLE
099724106BWABORGWARNER INC$390,1910.01%10,884CommonSOLE
101121101BXPBOSTON PROPERTIES INC$387,4880.01%5,522CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$386,1390.01%949CommonSOLE
574599106MASMASCO CORP$385,6710.01%5,758CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$384,5550.01%4,587CommonSOLE
92204A306VDEVANGUARD WORLD FDS$382,5670.01%3,262CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$382,3240.01%11,127CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$382,1490.01%11,708CommonSOLE
209115104EDCONSOLIDATED EDISON INC$381,9770.01%4,199CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$380,8560.01%3,882CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$378,4080.01%5,253CommonSOLE
552676108MDC1USDM D C HLDGS INC$378,3520.01%6,848CommonSOLE
H11356104BGBUNGE GLOBAL SA$377,0480.01%3,735CommonSOLE
74348A467NOBLPROSHARES TR$375,1940.01%3,941CommonSOLE
172908105CTASCINTAS CORP$374,2520.01%621CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$367,0380.01%14,057CommonSOLE
595112103MUMICRON TECHNOLOGY INC$365,9720.01%4,288CommonSOLE
260557103DOWDOW INC$364,4120.01%6,645CommonSOLE
253868103DLRDIGITAL RLTY TR INC$361,4820.01%2,686CommonSOLE
22052L104CTVACORTEVA INC$361,3650.01%7,541CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$359,0150.01%5,831CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$358,5610.01%31,508CommonSOLE
00162Q452AMLPALPS ETF TR$357,4720.01%8,407CommonSOLE
03073E105CORCENCORA INC$356,3650.01%1,735CommonSOLE
92338C103VLTOVERALTO CORP$355,3630.01%4,320CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$354,7160.01%100CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$350,8990.01%4,705CommonSOLE
03076C106AMPAMERIPRISE FINL INC$350,2500.01%922CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$349,6760.01%12,108CommonSOLE
384109104GGGGRACO INC$346,7800.01%3,997CommonSOLE
697900108PAASPAN AMERN SILVER CORP$346,4080.01%21,213CommonSOLE
217204106CPRTCOPART INC$344,6170.01%7,033CommonSOLE
682189105ONON SEMICONDUCTOR CORP$342,8910.01%4,104CommonSOLE
464288513HYGISHARES TR$342,2200.01%4,422CommonSOLE
842587107SOSOUTHERN CO$340,6930.01%4,859CommonSOLE
25243Q205DEODIAGEO PLC$340,5210.01%2,338CommonSOLE
46284V101IRMIRON MTN INC DEL$337,4190.01%4,822CommonSOLE
597742105MSBIMIDLAND STATES BANCORP INC$337,3070.01%12,239CommonSOLE
74340W103PLDPROLOGIS INC.$337,2620.01%2,530CommonSOLE
001055102AFLAFLAC INC$336,6000.01%4,080CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$336,3470.01%1,078CommonSOLE
988498101YUMYUM BRANDS INC$335,4040.01%2,567CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$334,8110.01%6,414CommonSOLE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$333,3380.01%2,109CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$332,3110.01%2,534CommonSOLE
92206C649VTWVVANGUARD SCOTTSDALE FDS$331,2070.01%2,425CommonSOLE
78464A284HYMBSPDR SER TR$330,7220.01%13,072CommonSOLE
031100100AMEAMETEK INC$329,9450.01%2,001CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$329,6280.01%5,520CommonSOLE
832696405SJMSMUCKER J M CO$326,1870.01%2,581CommonSOLE
723787107PXDEURPIONEER NAT RES CO$325,7960.01%1,449CommonSOLE
783549108RRYDER SYS INC$323,4340.01%2,811CommonSOLE
92206C623VTWGVANGUARD SCOTTSDALE FDS$319,1740.01%1,739CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$316,4440.01%1,538CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$314,4330.01%4,965CommonSOLE
26875P101EOGEOG RES INC$313,4000.01%2,591CommonSOLE
00766T100ACMAECOM$312,7270.01%3,383CommonSOLE
98389B100XELXCEL ENERGY INC$312,0560.01%5,040CommonSOLE
14316J108CGCARLYLE GROUP INC$307,3720.01%7,554CommonSOLE
345370860FFORD MTR CO DEL$306,3680.01%25,133CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$306,1630.01%1,333CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$305,4490.01%5,149CommonSOLE
07831C103BRBRBELLRING BRANDS INC$305,3080.01%5,508CommonSOLE
172967424CCITIGROUP INC$305,0980.01%5,931CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$303,6340.01%6,151CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$298,9720.01%8,191CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$297,7780.01%12,693CommonSOLE
404609109HCKTHACKETT GROUP INC$295,5770.01%12,981CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$293,7330.01%1,830CommonSOLE
918204108VFCV F CORP$289,5580.01%15,402CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$288,9120.01%2,778CommonSOLE
872590104TMUST-MOBILE US INC$287,6540.01%1,794CommonSOLE
46434V738IEURISHARES TR$287,0350.01%5,217CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$286,8300.01%8,434CommonSOLE
37954Y673PAVEGLOBAL X FDS$285,1910.01%8,276CommonSOLE
37045V100GMGENERAL MTRS CO$285,1140.01%7,937CommonSOLE
852234103XYZBLOCK INC$284,1070.01%3,673CommonSOLE
12514G108CDWCDW CORP$283,4680.01%1,247CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$280,3890.01%5,387CommonSOLE
89269P103TRAEGER INC$279,6500.01%102,436CommonSOLE
231561101CWCURTISS WRIGHT CORP$279,6010.01%1,255CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$277,0770.01%8,830CommonSOLE
237266101DARDARLING INGREDIENTS INC$276,1630.01%5,541CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$276,1350.01%3,075CommonSOLE
55305B101MHOM/I HOMES INC$275,4800.01%2,000CommonSOLE
371901109GNTXGENTEX CORP$272,1230.01%8,332CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$271,7290.01%3,437CommonSOLE
311900104FASTFASTENAL CO$270,9980.01%4,184CommonSOLE
536797103LADLITHIA MTRS INC$270,9970.01%823CommonSOLE
64081V109NRDYNERDY INC$270,2290.01%78,784CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$268,0300.01%1,407CommonSOLE
58733R102MELIMERCADOLIBRE INC$264,0190.01%168CommonSOLE
44891N208IACIAC INC$262,5810.01%5,013CommonSOLE
78468R853SPSMSPDR SER TR$260,0910.01%6,166CommonSOLE
74164M108PRIPRIMERICA INC$260,0870.01%1,264CommonSOLE
464287721IYWISHARES TR$259,2480.01%2,112CommonSOLE
22822V101CCICROWN CASTLE INC$259,1420.01%2,250CommonSOLE
464287846IYYISHARES TR$258,6970.01%2,220CommonSOLE
00326W106ASGIABRDN GLOBAL INFRA INCOME FU$257,8340.01%14,372CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$257,8110.01%1,455CommonSOLE
32076V103AGFIRST MAJESTIC SILVER CORP$254,2840.01%41,347CommonSOLE
338307101FIVNFIVE9 INC$254,0110.01%3,228CommonSOLE
833445109SNOWSNOWFLAKE INC$252,5370.00%1,269CommonSOLE
82509L107SHOPSHOPIFY INC$251,0720.00%3,223CommonSOLE
675234108OCFCOCEANFIRST FINL CORP$250,9040.00%14,453CommonSOLE
848637104SPLKCHFSPLUNK INC$250,1590.00%1,642CommonSOLE
37954Y889CATHGLOBAL X FDS$248,0230.00%4,277CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$246,7980.00%8,929CommonSOLE
00214Q104ARKKARK ETF TR$246,5470.00%4,708CommonSOLE
303075105FDSFACTSET RESH SYS INC$246,1580.00%516CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$245,2870.00%3,172CommonSOLE
191098102COKECOCA COLA CONS INC$242,8290.00%262CommonSOLE
052769106ADSKAUTODESK INC$242,0190.00%994CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$240,5400.00%1,472CommonSOLE
464286608EZUISHARES INC$239,1920.00%5,042CommonSOLE
78468R622JNKSPDR SER TR$238,4220.00%2,517CommonSOLE
303250104FICOFAIR ISAAC CORP$237,4580.00%204CommonSOLE
115236101BROBROWN & BROWN INC$235,9430.00%3,318CommonSOLE
34959J108FTVFORTIVE CORP$234,4380.00%3,184CommonSOLE
46431W507NEARISHARES U S ETF TR$234,3060.00%4,638CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$233,6770.00%3,729CommonSOLE

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.