MondegarAI
MONETA GROUP INVESTMENT ADVISORS LLC

Q1 2024 · 13F-HR

MONETA GROUP INVESTMENT ADVISORS LLCholdings as filed

Filed 2024-08-13 · accession 0001120927-24-000004

$6.14B
Reported value
607
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 607

CUSIPTickerIssuerValue% port.SharesClassVoting
808524201SCHXSCHWAB STRATEGIC TR$483.0M7.87%7,783,042CommonSOLE
46434G103IEMGISHARES INC$258.6M4.21%5,012,200CommonSOLE
922908736VUGVANGUARD INDEX FDS$249.6M4.07%725,186CommonSOLE
922908637VVVANGUARD INDEX FDS$245.4M4.00%1,023,491CommonSOLE
922908744VTVVANGUARD INDEX FDS$241.6M3.94%1,483,376CommonSOLE
464287200IVVISHARES TR$230.7M3.76%438,831CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$201.4M3.28%3,207,171CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$175.8M2.86%2,158,673CommonSOLE
922908363VOOVANGUARD INDEX FDS$167.7M2.73%348,778CommonSOLE
464287804IJRISHARES TR$153.4M2.50%1,388,300CommonSOLE
46432F842IEFAISHARES TR$132.9M2.17%1,791,006CommonSOLE
922908629VOVANGUARD INDEX FDS$126.9M2.07%507,992CommonSOLE
922908595VBKVANGUARD INDEX FDS$116.7M1.90%447,783CommonSOLE
922908512VOEVANGUARD INDEX FDS$114.9M1.87%737,176CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$110.4M1.80%1,190,224CommonSOLE
922908751VBVANGUARD INDEX FDS$107.2M1.75%468,953CommonSOLE
464287309IVWISHARES TR$105.3M1.72%1,247,199CommonSOLE
037833100AAPLAPPLE INC$98.2M1.60%572,391CommonSOLE
922908538VOTVANGUARD INDEX FDS$96.8M1.58%410,391CommonSOLE
922908769VTIVANGUARD INDEX FDS$93.1M1.52%358,288CommonSOLE
464287614IWFISHARES TR$92.2M1.50%273,448CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$76.4M1.25%1,005,736CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$75.9M1.24%145,073CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$67.2M1.10%1,723,470CommonSOLE
594918104MSFTMICROSOFT CORP$66.7M1.09%158,541CommonSOLE
922908611VBRVANGUARD INDEX FDS$65.9M1.07%343,458CommonSOLE
464287507IJHISHARES TR$65.0M1.06%1,069,643CommonSOLE
464287655IWMISHARES TR$63.2M1.03%300,337CommonSOLE
464287408IVEISHARES TR$62.6M1.02%334,902CommonSOLE
922908553VNQVANGUARD INDEX FDS$60.5M0.99%699,158CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$57.9M0.94%137,716CommonSOLE
464287598IWDISHARES TR$56.4M0.92%314,743CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$50.2M0.82%855,112CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$49.0M0.80%976,730CommonSOLE
78464A763SDYSPDR SER TR$45.4M0.74%346,116CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$38.8M0.63%321,072CommonSOLE
921909768VXUSVANGUARD STAR FDS$35.0M0.57%580,304CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$34.0M0.55%814,137CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$33.7M0.55%685,134CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$32.9M0.54%1,304,491CommonSOLE
78464A854SPYMSPDR SER TR$32.5M0.53%528,309CommonSOLE
02072L839AMIDEA SERIES TRUST$31.3M0.51%915,652CommonSOLE
464288273SCZISHARES TR$30.4M0.49%479,448CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$29.1M0.47%1,433,762CommonSOLE
023135106AMZNAMAZON COM INC$26.9M0.44%149,395CommonSOLE
464287465EFAISHARES TR$25.4M0.41%317,617CommonSOLE
464287887IJTISHARES TR$25.3M0.41%193,661CommonSOLE
670346105NUENUCOR CORP$24.4M0.40%123,075CommonSOLE
464287648IWOISHARES TR$23.8M0.39%87,900CommonSOLE
464287481IWPISHARES TR$21.4M0.35%187,239CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$21.4M0.35%21,982CommonSOLE
29273V100ETENERGY TRANSFER L P$20.7M0.34%1,315,128CommonSOLE
464288372IGFISHARES TR$20.6M0.34%432,349CommonSOLE
464287473IWSISHARES TR$20.4M0.33%162,435CommonSOLE
921932794VIOGVANGUARD ADMIRAL FDS INC$20.2M0.33%179,749CommonSOLE
02079K305GOOGLALPHABET INC$17.9M0.29%118,705CommonSOLE
15135B101CNCCENTENE CORP DEL$17.3M0.28%220,829CommonSOLE
464287622IWBISHARES TR$17.3M0.28%60,003CommonSOLE
67066G104NVDANVIDIA CORPORATION$16.8M0.27%186,011CommonSOLE
464287630IWNISHARES TR$16.7M0.27%105,312CommonSOLE
46090E103QQQINVESCO QQQ TR$16.5M0.27%37,134CommonSOLE
30231G102XOMEXXON MOBIL CORP$16.3M0.27%140,455CommonSOLE
464287879IJSISHARES TR$15.8M0.26%154,077CommonSOLE
02079K107GOOGALPHABET INC$15.8M0.26%103,762CommonSOLE
921932778VIOVVANGUARD ADMIRAL FDS INC$14.7M0.24%166,063CommonSOLE
291011104EMREMERSON ELEC CO$14.6M0.24%128,992CommonSOLE
78464A649SPABSPDR SER TR$14.2M0.23%559,859CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$13.9M0.23%12,281CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$13.8M0.23%124,990CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$12.4M0.20%83,263CommonSOLE
464287705IJJISHARES TR$12.1M0.20%102,414CommonSOLE
464288885EFGISHARES TR$12.1M0.20%116,683CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$11.6M0.19%252,222CommonSOLE
742718109PGPROCTER AND GAMBLE CO$11.5M0.19%70,594CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$11.4M0.19%56,814CommonSOLE
464287168DVYISHARES TR$11.1M0.18%89,806CommonSOLE
464288877EFVISHARES TR$11.0M0.18%202,765CommonSOLE
478160104JNJJOHNSON & JOHNSON$10.8M0.18%67,961CommonSOLE
464287606IJKISHARES TR$10.6M0.17%116,711CommonSOLE
532457108LLYELI LILLY & CO$10.6M0.17%13,647CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$10.6M0.17%21,403CommonSOLE
031100100AMEAMETEK INC$10.1M0.17%55,475CommonSOLE
78464A847SPMDSPDR SER TR$9.9M0.16%186,333CommonSOLE
92826C839VVISA INC$9.7M0.16%34,810CommonSOLE
737446104POSTPOST HLDGS INC$9.5M0.15%89,192CommonSOLE
30303M102METAMETA PLATFORMS INC$9.5M0.15%19,508CommonSOLE
464287234EEMISHARES TR$9.3M0.15%227,558CommonSOLE
464287499IWRISHARES TR$9.3M0.15%110,852CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$9.1M0.15%89,361CommonSOLE
713448108PEPPEPSICO INC$8.8M0.14%50,267CommonSOLE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$8.8M0.14%76,434CommonSOLE
294429105EFXEQUIFAX INC$8.7M0.14%32,368CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$8.4M0.14%104,352CommonSOLE
00287Y109ABBVABBVIE INC$8.2M0.13%45,291CommonSOLE
060505104BACBANK AMERICA CORP$7.9M0.13%207,305CommonSOLE
58933Y105MRKMERCK & CO INC$7.6M0.12%57,599CommonSOLE
07831C103BRBRBELLRING BRANDS INC$7.5M0.12%127,421CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$7.3M0.12%39,752CommonSOLE
464287226AGGISHARES TR$7.2M0.12%73,873CommonSOLE
580135101MCDMCDONALDS CORP$7.1M0.12%25,325CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$7.1M0.12%133,490CommonSOLE
911363109URIUNITED RENTALS INC$7.0M0.11%9,751CommonSOLE
023608102AEEAMEREN CORP$6.9M0.11%93,329CommonSOLE
464287564ICFISHARES TR$6.8M0.11%117,692CommonSOLE
235851102DHRDANAHER CORPORATION$6.6M0.11%26,543CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6.6M0.11%9,015CommonSOLE
097023105BABOEING CO$6.6M0.11%33,986CommonSOLE
931142103WMTWALMART INC$6.6M0.11%108,919CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$6.5M0.11%89,335CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$6.3M0.10%177,241CommonSOLE
012653101ALBALBEMARLE CORP$6.3M0.10%47,778CommonSOLE
717081103PFEPFIZER INC$6.3M0.10%226,195CommonSOLE
437076102HDHOME DEPOT INC$6.2M0.10%16,218CommonSOLE
30034W106EVRGEVERGY INC$6.2M0.10%115,730CommonSOLE
11135F101AVGOBROADCOM INC$5.8M0.09%43,718CommonSOLE
921910816MGKVANGUARD WORLD FD$5.8M0.09%20,135CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$5.7M0.09%9CommonSOLE
907818108UNPUNION PAC CORP$5.4M0.09%22,026CommonSOLE
166764100CVXCHEVRON CORP NEW$5.3M0.09%33,781CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$5.3M0.09%182,475CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$5.2M0.08%143,301CommonSOLE
92204A702VGTVANGUARD WORLD FD$5.1M0.08%9,757CommonSOLE
002824100ABTABBOTT LABS$4.9M0.08%42,781CommonSOLE
191216100KOCOCA COLA CO$4.9M0.08%79,405CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.8M0.08%8,308CommonSOLE
902973304USBUS BANCORP DEL$4.8M0.08%107,988CommonSOLE
88160R101TSLATESLA INC$4.8M0.08%27,221CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$4.8M0.08%12,020CommonSOLE
72201R775BONDPIMCO ETF TR$4.7M0.08%50,738CommonSOLE
125523100CITHE CIGNA GROUP$4.6M0.08%12,758CommonSOLE
92242T101VVXV2X INC$4.6M0.07%97,629CommonSOLE
921910873MGCVANGUARD WORLD FD$4.5M0.07%24,232CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$4.3M0.07%135,718CommonSOLE
46435U853USHYISHARES TR$4.1M0.07%113,166CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$4.1M0.07%53,582CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$4.1M0.07%8,426CommonSOLE
46435G516ESGDISHARES TR$3.9M0.06%49,123CommonSOLE
149123101CATCATERPILLAR INC$3.9M0.06%10,543CommonSOLE
11271J107BNBROOKFIELD CORP$3.7M0.06%66,007CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$3.7M0.06%61,147CommonSOLE
747525103QCOMQUALCOMM INC$3.7M0.06%21,583CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$3.6M0.06%88,771CommonSOLE
78464A300SLYVSPDR SER TR$3.6M0.06%43,174CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.6M0.06%18,597CommonSOLE
78464A201SLYGSPDR SER TR$3.5M0.06%39,822CommonSOLE
55336V100MPLXMPLX LP$3.4M0.06%81,552CommonSOLE
682680103OKEONEOK INC NEW$3.3M0.05%41,763CommonSOLE
46432F834IXUSISHARES TR$3.3M0.05%49,063CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.3M0.05%79,203CommonSOLE
031162100AMGNAMGEN INC$3.2M0.05%11,364CommonSOLE
254687106DISDISNEY WALT CO$3.2M0.05%26,336CommonSOLE
922908652VXFVANGUARD INDEX FDS$3.1M0.05%17,884CommonSOLE
548661107LOWLOWES COS INC$3.0M0.05%11,836CommonSOLE
68389X105ORCLORACLE CORP$3.0M0.05%23,852CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$3.0M0.05%73,240CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.0M0.05%17,529CommonSOLE
464288240ACWXISHARES TR$2.9M0.05%54,708CommonSOLE
45168D104IDXXIDEXX LABS INC$2.8M0.05%5,232CommonSOLE
464288521USRTISHARES TR$2.8M0.05%52,295CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$2.8M0.05%14,340CommonSOLE
64110L106NFLXNETFLIX INC$2.8M0.05%4,549CommonSOLE
464287150ITOTISHARES TR$2.8M0.04%23,911CommonSOLE
87612E106TGTTARGET CORP$2.7M0.04%15,378CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$2.7M0.04%31,443CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.7M0.04%38,101CommonSOLE
87612G101TRGPTARGA RES CORP$2.7M0.04%23,746CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2.6M0.04%4,710CommonSOLE
17275R102CSCOCISCO SYS INC$2.6M0.04%51,832CommonSOLE
369604301GEGENERAL ELECTRIC CO$2.6M0.04%18,359CommonSOLE
79466L302CRMSALESFORCE INC$2.6M0.04%8,524CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.5M0.04%39,308CommonSOLE
H1467J104CBCHUBB LIMITED$2.5M0.04%9,646CommonSOLE
458140100INTCINTEL CORP$2.4M0.04%55,458CommonSOLE
464287101OEFISHARES TR$2.4M0.04%9,781CommonSOLE
969457100WMBWILLIAMS COS INC$2.4M0.04%61,965CommonSOLE
46438F101IBITISHARES BITCOIN TR$2.4M0.04%59,439CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2.4M0.04%8,930CommonSOLE
G29183103ETNEATON CORP PLC$2.4M0.04%7,545CommonSOLE
02072L532BSVOEA SERIES TRUST$2.4M0.04%110,645CommonSOLE
464288257ACWIISHARES TR$2.3M0.04%21,258CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.3M0.04%6,596CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$2.2M0.04%58,211CommonSOLE
974155103WINGWINGSTOP INC$2.2M0.04%5,910CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.1M0.03%8,545CommonSOLE
320866106FMBHFIRST MID ILL BANCSHARES INC$2.1M0.03%65,300CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$2.1M0.03%7,278CommonSOLE
053332102AZOAUTOZONE INC$2.1M0.03%672CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$2.0M0.03%27,956CommonSOLE
921910840MGVVANGUARD WORLD FD$2.0M0.03%16,980CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.0M0.03%8,677CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.9M0.03%44,559CommonSOLE
14808P109CASSCASS INFORMATION SYS INC$1.9M0.03%39,368CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.9M0.03%9,197CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$1.9M0.03%37,138CommonSOLE
872540109TJXTJX COS INC NEW$1.8M0.03%18,223CommonSOLE
718546104PSXPHILLIPS 66$1.8M0.03%11,310CommonSOLE
743315103PGRPROGRESSIVE CORP$1.8M0.03%8,492CommonSOLE
863667101SYKSTRYKER CORPORATION$1.8M0.03%4,902CommonSOLE
46434G764EMXCISHARES INC$1.7M0.03%30,362CommonSOLE
654106103NKENIKE INC$1.7M0.03%18,473CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.7M0.03%5,519CommonSOLE
882508104TXNTEXAS INSTRS INC$1.7M0.03%9,828CommonSOLE
464287689IWVISHARES TR$1.7M0.03%5,699CommonSOLE
464288414MUBISHARES TR$1.7M0.03%15,731CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.7M0.03%31,046CommonSOLE
244199105DEDEERE & CO$1.7M0.03%4,079CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.7M0.03%8,384CommonSOLE
438516106HONHONEYWELL INTL INC$1.6M0.03%8,010CommonSOLE
75513E101RTXRTX CORPORATION$1.6M0.03%16,854CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.6M0.03%3,546CommonSOLE
29287L106VOTETCW TRANSFORM ETF TRUST$1.6M0.03%26,270CommonSOLE
78463V107GLDSPDR GOLD TR$1.6M0.03%7,737CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$1.6M0.03%5,137CommonSOLE
00206R102TAT&T INC$1.6M0.03%88,835CommonSOLE
032095101APHAMPHENOL CORP NEW$1.6M0.03%27,042CommonSOLE
00724F101ADBEADOBE INC$1.6M0.03%3,073CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.5M0.03%26,479CommonSOLE
693506107PPGPPG INDS INC$1.5M0.02%10,470CommonSOLE
46434V621DGROISHARES TR$1.5M0.02%25,853CommonSOLE
461202103INTUINTUIT$1.5M0.02%2,275CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$1.5M0.02%6,768CommonSOLE
29250N105ENBENBRIDGE INC$1.5M0.02%29,890CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.5M0.02%14,224CommonSOLE
46435U663ESMLISHARES TR$1.5M0.02%36,143CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.5M0.02%15,185CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$1.4M0.02%19,147CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TR BTC$1.4M0.02%25,134CommonSOLE
126408103CSXCSX CORP$1.4M0.02%37,598CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.4M0.02%6,594CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.3M0.02%8,942CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$1.3M0.02%23,134CommonSOLE
83304A106SNAPSNAP INC$1.3M0.02%114,524CommonSOLE
864482104SPHSUBURBAN PROPANE PARTNERS L$1.3M0.02%63,449CommonSOLE
337738108FISVFISERV INC$1.3M0.02%8,099CommonSOLE
09260D107BXBLACKSTONE INC$1.3M0.02%9,755CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$1.3M0.02%23,298CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.2M0.02%15,787CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$1.2M0.02%29,399CommonSOLE
92204A207VDCVANGUARD WORLD FD$1.2M0.02%5,970CommonSOLE
92204A306VDEVANGUARD WORLD FD$1.2M0.02%9,127CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.2M0.02%17,543CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.2M0.02%4,709CommonSOLE
20825C104COPCONOCOPHILLIPS$1.2M0.02%9,377CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.2M0.02%6,556CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.2M0.02%28,045CommonSOLE
038222105AMATAPPLIED MATLS INC$1.2M0.02%5,705CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$1.2M0.02%8,096CommonSOLE
09247X101BLKCHFBLACKROCK INC$1.2M0.02%1,409CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.2M0.02%12,907CommonSOLE
855244109SBUXSTARBUCKS CORP$1.2M0.02%12,688CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.2M0.02%13,250CommonSOLE
46434G863ESGEISHARES INC$1.2M0.02%35,825CommonSOLE
129500104CALCALERES INC$1.2M0.02%28,033CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.1M0.02%12,407CommonSOLE
126650100CVSCVS HEALTH CORP$1.1M0.02%14,194CommonSOLE
714046109RVTYREVVITY INC$1.1M0.02%10,731CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.1M0.02%3,374CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.1M0.02%16,608CommonSOLE
921932844IVOVVANGUARD ADMIRAL FDS INC$1.1M0.02%12,167CommonSOLE
74460D109PSAPUBLIC STORAGE$1.1M0.02%3,781CommonSOLE
78464A409SPYGSPDR SER TR$1.1M0.02%14,895CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.1M0.02%4,392CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.1M0.02%5,088CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.1M0.02%1,932CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$1.1M0.02%18,919CommonSOLE
032654105ADIANALOG DEVICES INC$1.1M0.02%5,365CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$1.0M0.02%36,415CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.0M0.02%44,793CommonSOLE
75970E107RNSTRENASANT CORP$1.0M0.02%32,791CommonSOLE
56585A102MPCMARATHON PETE CORP$1.0M0.02%4,975CommonSOLE
46434G822EWJISHARES INC$991,5510.02%13,897CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$990,8930.02%7,661CommonSOLE
319383204BUSEFIRST BUSEY CORP$988,6470.02%41,108CommonSOLE
00162Q452AMLPALPS ETF TR$983,5950.02%20,725CommonSOLE
860630102SFSTIFEL FINL CORP$977,6720.02%12,507CommonSOLE
34959E109FTNTFORTINET INC$953,9490.02%13,965CommonSOLE
81762P102NOWSERVICENOW INC$930,8510.02%1,221CommonSOLE
464288802SUSAISHARES TR$920,8510.02%8,435CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$916,1580.01%2,193CommonSOLE
46429B697USMVISHARES TR$904,8370.01%10,826CommonSOLE
464287671IUSGISHARES TR$899,1610.01%7,671CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$886,6580.01%3,121CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$879,4030.01%3,317CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$869,5220.01%21,997CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$863,8500.01%3,179CommonSOLE
464287762IYHISHARES TR$858,0130.01%13,861CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$852,6460.01%13,677CommonSOLE
G0403H108AONAON PLC$837,1950.01%2,509CommonSOLE
071813109BAXBAXTER INTL INC$834,0980.01%19,516CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$814,3480.01%11,489CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$814,0760.01%4,427CommonSOLE
369550108GDGENERAL DYNAMICS CORP$805,7820.01%2,852CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$797,7230.01%12,387CommonSOLE
375558103GILDGILEAD SCIENCES INC$789,5810.01%10,779CommonSOLE
G54950103LINLINDE PLC$789,3580.01%1,700CommonSOLE
89832Q109TFCTRUIST FINL CORP$787,6800.01%20,207CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$783,8900.01%7,515CommonSOLE
66987V109NVSNOVARTIS AG$775,7300.01%483CommonSOLE
N07059210ASMLASML HOLDING N V$764,8660.01%788CommonSOLE
704326107PAYXPAYCHEX INC$764,3010.01%6,224CommonSOLE
921932869IVOGVANGUARD ADMIRAL FDS INC$762,6740.01%6,723CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$758,1040.01%3,554CommonSOLE
46435U549EAGGISHARES TR$756,2030.01%16,069CommonSOLE
142339100CSLCARLISLE COS INC$748,8250.01%1,911CommonSOLE
92204A504VHTVANGUARD WORLD FD$744,6640.01%2,753CommonSOLE
02209S103MOALTRIA GROUP INC$744,2230.01%17,062CommonSOLE
780259305SHELSHELL PLC$741,6460.01%11,063CommonSOLE
384109104GGGGRACO INC$737,7730.01%7,894CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$729,0310.01%6,515CommonSOLE
858586100SCLSTEPAN CO$728,0060.01%8,085CommonSOLE
23331A109DHID R HORTON INC$725,6660.01%4,410CommonSOLE
46435G326IDEVISHARES TR$725,4840.01%10,807CommonSOLE
806857108SLBSCHLUMBERGER LTD$725,3560.01%13,234CommonSOLE
871607107SNPSSYNOPSYS INC$724,6620.01%1,268CommonSOLE
30063P105EXKEXACT SCIENCES CORP$716,6640.01%10,377CommonSOLE
370334104GISGENERAL MLS INC$716,1670.01%10,235CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$712,5410.01%15,154CommonSOLE
501044101KRKROGER CO$710,8510.01%12,443CommonSOLE
92206C623VTWGVANGUARD SCOTTSDALE FDS$700,5220.01%3,554CommonSOLE
46435G425ESGUISHARES TR$697,7870.01%6,070CommonSOLE
464286525ACWVISHARES INC$687,7310.01%6,533CommonSOLE
31428X106FDXFEDEX CORP$682,9530.01%2,357CommonSOLE
06738C778DJPBARCLAYS BANK PLC$680,3130.01%21,875CommonSOLE
78468R796SPYXSPDR SER TR$676,9480.01%15,817CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$667,0560.01%18,151CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$666,1360.01%18,706CommonSOLE
88579Y101MMM3M CO$661,0930.01%7,455CommonSOLE
216648501COOCOOPER COS INC$653,6040.01%6,442CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$652,5680.01%678CommonSOLE
403949100DINOHF SINCLAIR CORP$646,6230.01%10,711CommonSOLE
464287523SOXXISHARES TR$633,2150.01%2,803CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$631,6590.01%1,970CommonSOLE
816851109SRESEMPRA$630,2400.01%8,774CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$628,3480.01%10,809CommonSOLE
09257P105BTTBLACKROCK MUN TARGET TERM TR$627,2620.01%29,785CommonSOLE
98138H101WDAYWORKDAY INC$618,8700.01%2,269CommonSOLE
464287663IUSVISHARES TR$613,8320.01%6,787CommonSOLE
464287457SHYISHARES TR$612,1690.01%7,486CommonSOLE
06211J100BFCBANK FIRST CORP$606,6900.01%7,000CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$605,3230.01%10,505CommonSOLE
00091G104ACVAACV AUCTIONS INC$594,6340.01%31,680CommonSOLE
92206C649VTWVVANGUARD SCOTTSDALE FDS$593,0460.01%4,241CommonSOLE
464288448IDVISHARES TR$588,9160.01%21,003CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$586,8810.01%10,106CommonSOLE
464289867AORISHARES TR$586,0380.01%10,527CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$583,0650.01%6,029CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$582,3890.01%7,596CommonSOLE
036752103ELVELEVANCE HEALTH INC$581,8130.01%1,122CommonSOLE
441593100HLIHOULIHAN LOKEY INC$580,1880.01%4,526CommonSOLE
253868103DLRDIGITAL RLTY TR INC$579,5790.01%4,024CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$576,8680.01%1,922CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$572,1720.01%5,764CommonSOLE
69318G106PBFPBF ENERGY INC$570,9790.01%9,918CommonSOLE
78409V104SPGIS&P GLOBAL INC$564,2710.01%1,326CommonSOLE
579780206MKCMCCORMICK & CO INC$561,0970.01%7,305CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$559,6400.01%7,269CommonSOLE
942622200WSOWATSCO INC$558,5700.01%1,293CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$558,4610.01%1,336CommonSOLE
009158106APDAIR PRODS & CHEMS INC$554,8210.01%2,290CommonSOLE
92204A603VISVANGUARD WORLD FD$550,2880.01%2,254CommonSOLE
464287739IYRISHARES TR$549,3530.01%6,111CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$540,7000.01%8,320CommonSOLE
756109104OREALTY INCOME CORP$539,1670.01%9,966CommonSOLE
617446448MSMORGAN STANLEY$532,9100.01%5,660CommonSOLE
464287556IBBISHARES TR$532,1750.01%3,878CommonSOLE
71375U101PRFTUSDPERFICIENT INC$531,8280.01%9,448CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$530,6440.01%3,900CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$528,6870.01%4,326CommonSOLE
192108504CDECOEUR MNG INC$525,9980.01%139,522CommonSOLE
988498101YUMYUM BRANDS INC$523,4130.01%3,775CommonSOLE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$517,9020.01%4,180CommonSOLE
278865100ECLECOLAB INC$513,5220.01%2,224CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$512,3280.01%4,017CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$508,6850.01%8,750CommonSOLE
58155Q103MCKMCKESSON CORP$502,4920.01%936CommonSOLE
98978V103ZTSZOETIS INC$499,3390.01%2,951CommonSOLE
22052L104CTVACORTEVA INC$491,1750.01%8,517CommonSOLE
921932885IVOOVANGUARD ADMIRAL FDS INC$488,0810.01%4,738CommonSOLE
37045V100GMGENERAL MTRS CO$487,7060.01%10,754CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$487,5900.01%14,943CommonSOLE
464288778IATISHARES TR$483,4700.01%11,145CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$481,8610.01%6,310CommonSOLE
03073E105CORCENCORA INC$477,0060.01%1,963CommonSOLE
574599106MASMASCO CORP$475,2580.01%6,025CommonSOLE
032108649SILJAMPLIFY ETF TR$473,2740.01%47,661CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$472,8390.01%698CommonSOLE
25434V880DFAXDIMENSIONAL ETF TRUST$467,7680.01%18,387CommonSOLE
46137V407ERTHINVESCO EXCHANGE TRADED FD T$467,4190.01%11,060CommonSOLE
345370860FFORD MTR CO DEL$466,9220.01%35,160CommonSOLE
26875P101EOGEOG RES INC$466,4160.01%3,648CommonSOLE
172967424CCITIGROUP INC$466,3840.01%7,375CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$465,2520.01%9,651CommonSOLE
78463X772DWXSPDR INDEX SHS FDS$459,3400.01%13,068CommonSOLE
97717W307DLNWISDOMTREE TR$455,2300.01%6,306CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$451,9650.01%4,222CommonSOLE
40434L105HPQHP INC$450,5280.01%14,908CommonSOLE
595112103MUMICRON TECHNOLOGY INC$449,3480.01%3,812CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$448,9210.01%938CommonSOLE
42328H109HLIOHELIOS TECHNOLOGIES INC$448,0170.01%10,025CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$447,7730.01%12,414CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$446,2980.01%123CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$446,0310.01%771CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$441,2640.01%1,686CommonSOLE
770323103RHIROBERT HALF INC.$439,9250.01%5,549CommonSOLE
670100205NVONOVO-NORDISK A S$436,1830.01%3,397CommonSOLE
053611109AVYAVERY DENNISON CORP$434,8950.01%1,948CommonSOLE
46435G409IVLUISHARES TR$433,2080.01%15,346CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$432,3020.01%4,579CommonSOLE
34959J108FTVFORTIVE CORP$429,8530.01%4,997CommonSOLE
260557103DOWDOW INC$428,2190.01%7,392CommonSOLE
626755102MUSAMURPHY USA INC$425,0690.01%1,014CommonSOLE
842587107SOSOUTHERN CO$420,4790.01%5,861CommonSOLE
25746U109DDOMINION ENERGY INC$415,4540.01%8,446CommonSOLE
18915M107NETCLOUDFLARE INC$413,8510.01%4,274CommonSOLE
172908105CTASCINTAS CORP$412,9080.01%601CommonSOLE
74348A467NOBLPROSHARES TR$405,2010.01%3,996CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$403,8220.01%6,644CommonSOLE
69374H881COWZPACER FDS TR$402,0790.01%6,919CommonSOLE
H11356104BGBUNGE GLOBAL SA$401,4680.01%3,916CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$398,5630.01%1,148CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$397,0830.01%6,028CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$395,4970.01%4,039CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$393,9620.01%2,646CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$393,4480.01%5,974CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$390,3400.01%2,808CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$389,0720.01%2,831CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$383,4460.01%13,136CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM TO$382,1240.01%5,565CommonSOLE
099724106BWABORGWARNER INC$381,4800.01%10,981CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$378,9670.01%2,553CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$374,6000.01%3,609CommonSOLE
03076C106AMPAMERIPRISE FINL INC$373,1750.01%851CommonSOLE
209115104EDCONSOLIDATED EDISON INC$372,4960.01%4,102CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$370,1040.01%2,290CommonSOLE
21874C102CNMCORE & MAIN INC$367,0300.01%6,411CommonSOLE
00090Q103ADTADT INC DEL$360,0040.01%53,572CommonSOLE
101121101BXPBOSTON PROPERTIES INC$359,5800.01%5,506CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$358,4860.01%5,461CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$356,4120.01%5,293CommonSOLE
001055102AFLAFLAC INC$349,1340.01%4,066CommonSOLE
217204106CPRTCOPART INC$348,0410.01%6,009CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$347,3740.01%1,402CommonSOLE
00766T100ACMAECOM$342,0650.01%3,488CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$341,5070.01%15,745CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$340,8330.01%7,117CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$339,5920.01%8,830CommonSOLE
74340W103PLDPROLOGIS INC.$339,4780.01%2,607CommonSOLE
464286608EZUISHARES INC$336,9960.01%6,600CommonSOLE
311900104FASTFASTENAL CO$335,2500.01%4,346CommonSOLE
872590104TMUST-MOBILE US INC$334,9700.01%2,052CommonSOLE
783549108RRYDER SYS INC$334,7290.01%2,785CommonSOLE
74164M108PRIPRIMERICA INC$334,6820.01%1,323CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$333,7630.01%3,239CommonSOLE
92204A108VCRVANGUARD WORLD FD$332,9810.01%1,048CommonSOLE
00214Q302ARKGARK ETF TR$332,9750.01%11,578CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$332,0180.01%3,652CommonSOLE
25243Q205DEODIAGEO PLC$330,4350.01%2,209CommonSOLE
464288760ITAISHARES TR$327,9250.01%2,486CommonSOLE
115236101BROBROWN & BROWN INC$327,0490.01%3,736CommonSOLE
59156R108METMETLIFE INC$325,2070.01%4,388CommonSOLE
58733R102MELIMERCADOLIBRE INC$325,0870.01%215CommonSOLE
436440101HO1HOLOGIC INC$324,9370.01%4,168CommonSOLE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$324,3010.01%2,109CommonSOLE
231561101CWCURTISS WRIGHT CORP$323,2520.01%1,263CommonSOLE
78464A284HYMBSPDR SER TR$322,2300.01%12,543CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$321,2590.01%8,964CommonSOLE
697900108PAASPAN AMERN SILVER CORP$319,8920.01%15,666CommonSOLE
46284V101IRMIRON MTN INC DEL$319,7700.01%3,987CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$315,0860.01%1,369CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$315,0750.01%1,538CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$314,5610.01%1,231CommonSOLE
464287721IYWISHARES TR$313,3390.01%2,320CommonSOLE
871829107SYYSYSCO CORP$312,4570.01%3,849CommonSOLE
12514G108CDWCDW CORP$311,7990.01%1,219CommonSOLE
682189105ONON SEMICONDUCTOR CORP$310,3530.01%4,220CommonSOLE
597742105MSBIMIDLAND STATES BANCORP INC$307,5660.01%12,239CommonSOLE
594972408MSTRMICROSTRATEGY INC$306,8210.01%1,800CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$306,6120.00%16,718CommonSOLE
46434V738IEURISHARES TR$305,8490.00%5,287CommonSOLE
78468R739SHMSPDR SER TR$305,4150.00%6,438CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$305,0180.00%3,278CommonSOLE
404609109HCKTHACKETT GROUP INC$304,8680.00%12,546CommonSOLE
371901109GNTXGENTEX CORP$304,7080.00%8,436CommonSOLE
384802104GWWGRAINGER W W INC$304,1770.00%299CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$304,0890.00%3,245CommonSOLE
084423102WRBBERKLEY W R CORP$302,6420.00%5,133CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$302,4230.00%2,532CommonSOLE
055622104BPBP PLC$301,7050.00%8,007CommonSOLE
247361702DALDELTA AIR LINES INC DEL$300,2090.00%6,271CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$297,6420.00%8,204CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$296,4420.00%1,830CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$296,3830.00%1,706CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$294,8490.00%5,152CommonSOLE
052769106ADSKAUTODESK INC$293,4930.00%1,127CommonSOLE
498894104KNFKNIFE RIVER CORP$290,0230.00%3,577CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$287,8890.00%811CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$286,5540.00%32,824CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$286,1500.00%2,272CommonSOLE
723787107PXDEURPIONEER NAT RES CO$285,7980.00%1,089CommonSOLE
46432F396MTUMISHARES TR$284,7720.00%1,520CommonSOLE

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.