MondegarAI
Avestar Capital, LLC

Q4 2024 · 13F-HR

Avestar Capital, LLCholdings as filed

Filed 2025-01-29 · accession 0001172661-25-000413

$1.18B
Reported value
519
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 519

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$104.6M8.89%778,922CommonSOLE
02079K107GOOGALPHABET INC$84.3M7.16%442,487CommonSOLE
037833100AAPLAPPLE INC$74.1M6.30%295,822CommonSOLE
023135106AMZNAMAZON COM INC$32.2M2.74%146,980CommonSOLE
30303M102METAMETA PLATFORMS INC$31.8M2.70%54,314CommonSOLE
594918104MSFTMICROSOFT CORP$30.9M2.62%73,265CommonSOLE
78467V707ULSTSSGA ACTIVE ETF TR$21.9M1.86%542,615CommonSOLE
040413205ANETARISTA NETWORKS INC$21.3M1.81%192,927CommonSOLE
88160R101TSLATESLA INC$18.7M1.59%46,197CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR$16.9M1.43%334,218CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$16.4M1.40%27,991CommonSOLE
46434V878ICSHISHARES TR$15.9M1.35%314,483CommonSOLE
09661T859BKUIBNY MELLON ETF TRUST$15.6M1.33%313,847CommonSOLE
02079K305GOOGLALPHABET INC$15.0M1.27%79,015CommonSOLE
78464A409SPYGSPDR SER TR$13.2M1.12%150,172CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$12.8M1.09%253,662CommonSOLE
464287200IVVISHARES TR$12.6M1.07%21,383CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$9.5M0.81%190,527CommonSOLE
11135F101AVGOBROADCOM INC$8.8M0.74%37,800CALLSOLE
46090E103QQQINVESCO QQQ TR$8.6M0.73%16,819CommonSOLE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$8.5M0.72%168,901CommonSOLE
464287309IVWISHARES TR$8.4M0.72%83,041CommonSOLE
11135F101AVGOBROADCOM INC$8.4M0.71%36,050CommonSOLE
922908744VTVVANGUARD INDEX FDS$8.1M0.69%47,987CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.0M0.68%17,596CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$7.7M0.66%79,990CommonSOLE
742718109PGPROCTER AND GAMBLE CO$7.7M0.66%46,184CommonSOLE
464287622IWBISHARES TR$7.3M0.62%22,761CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$7.2M0.61%113,536CommonSOLE
381430545GVIPGOLDMAN SACHS ETF TR$7.1M0.60%57,306CommonSOLE
30303M102METAMETA PLATFORMS INC$7.0M0.60%12,000PUTSOLE
67066G104NVDANVIDIA CORPORATION$6.8M0.58%51,000PUTSOLE
97717Y477QGRWWISDOMTREE TR$6.7M0.57%136,133CommonSOLE
25459Y207QQQEDIREXION SHS ETF TR$6.6M0.56%73,385CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.6M0.56%27,451CommonSOLE
464287531IDGTISHARES TR$6.6M0.56%81,505CommonSOLE
30303M102METAMETA PLATFORMS INC$6.4M0.54%10,900CALLSOLE
97717W125WTMFWISDOMTREE TR$6.0M0.51%172,198CommonSOLE
464287408IVEISHARES TR$6.0M0.51%31,491CommonSOLE
33734X127FXNFIRST TR EXCHANGE TRADED FD$5.9M0.50%362,115CommonSOLE
46138G698RWLINVESCO EXCH TRADED FD TR II$5.9M0.50%59,844CommonSOLE
464286392URTHISHARES INC$5.7M0.48%36,521CommonSOLE
97717X651DGRSWISDOMTREE TR$5.6M0.47%108,624CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$5.5M0.47%196,489CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$5.5M0.46%114,340CommonSOLE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$5.3M0.45%97,755CommonSOLE
46432F339QUALISHARES TR$5.3M0.45%29,718CommonSOLE
532457108LLYELI LILLY & CO$5.3M0.45%6,819CommonSOLE
69344A107PULSPGIM ETF TR$5.2M0.44%103,624CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$5.1M0.44%86,046CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.9M0.42%17,002CommonSOLE
063679534BANK MONTREAL MEDIUM$4.9M0.41%8,050CommonSOLE
64110L106NFLXNETFLIX INC$4.8M0.41%5,432CommonSOLE
92826C839VVISA INC$4.8M0.41%15,234CommonSOLE
74467Q103PUBMPUBMATIC INC$4.7M0.40%320,000CommonSOLE
11135F101AVGOBROADCOM INC$4.6M0.39%20,000PUTSOLE
464285204IAUISHARES GOLD TR$4.5M0.38%90,627CommonSOLE
53700T827DBMFLITMAN GREGORY FDS TR$4.5M0.38%171,065CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$4.4M0.37%83,119CommonSOLE
46138J437IMFLINVESCO EXCH TRD SLF IDX FD$4.4M0.37%187,320CommonSOLE
46434V274INTFISHARES TR$4.4M0.37%152,308CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$4.2M0.36%4,601CommonSOLE
25459Y694FASDIREXION SHS ETF TR$4.2M0.36%27,777CommonSOLE
00724F101ADBEADOBE INC$4.0M0.34%9,000PUTSOLE
97717X560WTPIWISDOMTREE TR$3.9M0.33%118,622CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.8M0.32%11,000PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.7M0.31%7,304CommonSOLE
46641Q308JPEMJ P MORGAN EXCHANGE TRADED F$3.6M0.31%70,210CommonSOLE
79466L302CRMSALESFORCE INC$3.4M0.29%10,134CommonSOLE
00110G408BTALAGF INVTS TR$3.2M0.27%168,291CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.2M0.27%72,578CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.1M0.26%17,105CommonSOLE
464288885EFGISHARES TR$3.0M0.26%31,105CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3.0M0.25%5,612CommonSOLE
931142103WMTWALMART INC$2.9M0.25%32,496CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.9M0.25%5,000CALLSOLE
437076102HDHOME DEPOT INC$2.9M0.25%7,424CommonSOLE
81762P102NOWSERVICENOW INC$2.9M0.24%2,700CALLSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$2.8M0.24%44,048CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.8M0.24%39,854CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$2.8M0.24%48,184CommonSOLE
872540109TJXTJX COS INC NEW$2.8M0.24%22,937CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.8M0.24%23,016CommonSOLE
00326A104SGOLETFS GOLD TR$2.8M0.23%109,855CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.7M0.23%25,300CommonSOLE
461202103INTUINTUIT$2.6M0.22%4,163CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.6M0.22%4,971CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.5M0.21%4,624CommonSOLE
88160R101TSLATESLA INC$2.4M0.21%6,000PUTSOLE
92189F676SMHVANECK ETF TRUST$2.4M0.21%10,000PUTSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.3M0.20%13,099CommonSOLE
00287Y109ABBVABBVIE INC$2.3M0.19%12,866CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$2.2M0.19%167,624CommonSOLE
02072L417FDIVEA SERIES TRUST$2.1M0.18%78,785CommonSOLE
040413205ANETARISTA NETWORKS INC$2.1M0.18%19,200CALLSOLE
97717W471USDUWISDOMTREE TR$2.1M0.18%76,568CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.1M0.18%15,700CALLSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.0M0.17%10,189CommonSOLE
060505104BACBANK AMERICA CORP$2.0M0.17%45,550CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.0M0.17%3,788CommonSOLE
747525103QCOMQUALCOMM INC$2.0M0.17%12,695CommonSOLE
68389X105ORCLORACLE CORP$1.9M0.17%11,677CommonSOLE
191216100KOCOCA COLA CO$1.9M0.16%31,045CommonSOLE
548661107LOWLOWES COS INC$1.9M0.16%7,649CommonSOLE
75513E101RTXRTX CORPORATION$1.9M0.16%16,194CommonSOLE
58933Y105MRKMERCK & CO INC$1.9M0.16%18,621CommonSOLE
G54950103LINLINDE PLC$1.9M0.16%4,432CommonSOLE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$1.9M0.16%30,596CommonSOLE
464288257ACWIISHARES TR$1.8M0.15%15,422CommonSOLE
46434V456IQLTISHARES TR$1.8M0.15%48,364CommonSOLE
81762P102NOWSERVICENOW INC$1.8M0.15%1,680CommonSOLE
532457108LLYELI LILLY & CO$1.8M0.15%2,300CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.7M0.15%14,192CommonSOLE
02079K107GOOGALPHABET INC$1.7M0.15%9,000CALLSOLE
254687106DISDISNEY WALT CO$1.7M0.15%15,353CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.7M0.14%4,965CommonSOLE
72201R718LDURPIMCO ETF TR$1.7M0.14%17,787CommonSOLE
617446448MSMORGAN STANLEY$1.7M0.14%13,290CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.7M0.14%2,673CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.7M0.14%11,491CommonSOLE
88160R101TSLATESLA INC$1.6M0.14%4,000CALLSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.6M0.14%6,700CALLSOLE
025816109AXPAMERICAN EXPRESS CO$1.6M0.13%5,334CommonSOLE
464287549IGMISHARES TR$1.6M0.13%15,219CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.6M0.13%17,381CommonSOLE
438516106HONHONEYWELL INTL INC$1.5M0.13%6,810CommonSOLE
464289438IWYISHARES TR$1.5M0.13%6,536CommonSOLE
69346J106GHYPGIM GLOBAL HIGH YIELD FD FO$1.5M0.13%124,700CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.5M0.13%13,562CommonSOLE
00724F101ADBEADOBE INC$1.5M0.13%3,339CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.5M0.13%3,674CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$1.5M0.13%18,401CommonSOLE
003261104BCIABRDN ETFS$1.5M0.12%74,124CommonSOLE
053332102AZOAUTOZONE INC$1.4M0.12%452CommonSOLE
166764100CVXCHEVRON CORP NEW$1.4M0.12%9,953CommonSOLE
038222105AMATAPPLIED MATLS INC$1.4M0.12%8,841CommonSOLE
217204106CPRTCOPART INC$1.4M0.12%24,207CommonSOLE
009066101ABNBAIRBNB INC$1.4M0.12%10,470CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.4M0.12%3,909CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.4M0.12%36,258CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.4M0.12%7,617CommonSOLE
97717W430HYZDWISDOMTREE TR$1.3M0.11%60,552CommonSOLE
17275R102CSCOCISCO SYS INC$1.3M0.11%22,256CommonSOLE
46435G250HYDBISHARES TR$1.3M0.11%27,952CommonSOLE
97717X131IQDGWISDOMTREE TR$1.3M0.11%38,322CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$1.3M0.11%53,800CommonSOLE
580135101MCDMCDONALDS CORP$1.3M0.11%4,461CommonSOLE
149123101CATCATERPILLAR INC$1.3M0.11%3,551CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.3M0.11%3,700CALLSOLE
808524771FNDXSCHWAB STRATEGIC TR$1.2M0.10%51,604CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.2M0.10%244CommonSOLE
20825C104COPCONOCOPHILLIPS$1.2M0.10%12,223CommonSOLE
79466L302CRMSALESFORCE INC$1.2M0.10%3,600CALLSOLE
031162100AMGNAMGEN INC$1.2M0.10%4,580CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.2M0.10%15,616CommonSOLE
25459W458SOXLDIREXION SHS ETF TR$1.2M0.10%42,178CommonSOLE
002824100ABTABBOTT LABS$1.2M0.10%10,249CommonSOLE
863667101SYKSTRYKER CORPORATION$1.2M0.10%3,205CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.1M0.10%2,306CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.10%5,173CommonSOLE
855244109SBUXSTARBUCKS CORP$1.1M0.10%12,387CommonSOLE
46429B663HDVISHARES TR$1.1M0.10%10,000CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.1M0.10%1,956CommonSOLE
25809K105DASHDOORDASH INC$1.1M0.09%6,618CommonSOLE
369604301GEGE AEROSPACE$1.1M0.09%6,444CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$1.1M0.09%18,500CALLSOLE
464287689IWVISHARES TR$1.0M0.09%3,128CommonSOLE
872590104TMUST-MOBILE US INC$1.0M0.09%4,715CommonSOLE
46090A853GTOQINVESCO ACTIVELY MANAGED EXC$1.0M0.09%45,445CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.09%25,579CommonSOLE
046353108AZNNASTRAZENECA PLC$1.0M0.09%15,427CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.0M0.09%792CommonSOLE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$999,4640.08%16,110CommonSOLE
09260D107BXBLACKSTONE INC$998,4840.08%5,791CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$996,7710.08%17,132CommonSOLE
713448108PEPPEPSICO INC$990,0240.08%6,446CommonSOLE
882508104TXNTEXAS INSTRS INC$981,4270.08%5,234CommonSOLE
922908736VUGVANGUARD INDEX FDS$978,4890.08%2,384CommonSOLE
G29183103ETNEATON CORP PLC$972,0470.08%2,929CommonSOLE
46138E198XMLVINVESCO EXCH TRADED FD TR II$966,9160.08%15,898CommonSOLE
78464A821MDYGSPDR SER TR$956,0510.08%11,003CommonSOLE
125523100CITHE CIGNA GROUP$955,7210.08%3,461CommonSOLE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$945,2690.08%115,700CommonSOLE
921910873MGCVANGUARD WORLD FD$941,8710.08%4,429CommonSOLE
00206R102TAT&T INC$936,3930.08%41,124CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$934,6500.08%15,500CALLSOLE
871607107SNPSSYNOPSYS INC$933,8330.08%1,924CommonSOLE
29444U700EQIXEQUINIX INC$933,4610.08%990CommonSOLE
74762E102QUREQUANTA SVCS INC$927,2910.08%2,934CommonSOLE
337738108FISVFISERV INC$925,4170.08%4,505CommonSOLE
82509L107SHOPSHOPIFY INC$925,3900.08%8,703CommonSOLE
235851102DHRDANAHER CORPORATION$922,2870.08%4,017CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$919,7750.08%6,685CommonSOLE
025072885AVUSAMERICAN CENTY ETF TR$889,1390.08%9,173CommonSOLE
032654105ADIANALOG DEVICES INC$882,9840.08%4,156CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$879,0880.07%25,607CommonSOLE
58155Q103MCKMCKESSON CORP$870,6830.07%1,526CommonSOLE
025072521QCONAMERICAN CENTY ETF TR$863,0420.07%18,952CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$842,2210.07%14,890CommonSOLE
172967424CCITIGROUP INC$841,8890.07%11,960CommonSOLE
65339F101NEENEXTERA ENERGY INC$838,1990.07%11,692CommonSOLE
H1467J104CBCHUBB LIMITED$838,0830.07%3,023CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$837,2700.07%17,203CommonSOLE
09290D101BLKBLACKROCK INC$833,4140.07%813CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$832,1750.07%13,796CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$808,4120.07%11,840CommonSOLE
907818108UNPUNION PAC CORP$801,1050.07%3,513CommonSOLE
743315103PGRPROGRESSIVE CORP$800,5370.07%3,341CommonSOLE
97717X594IHDGWISDOMTREE TR$791,0850.07%18,153CommonSOLE
97717X578XSOEWISDOMTREE TR$790,2480.07%25,898CommonSOLE
46429B671MCHIISHARES TR$782,8900.07%16,707CommonSOLE
052769106ADSKAUTODESK INC$781,7830.07%2,645CommonSOLE
369550108GDGENERAL DYNAMICS CORP$779,4030.07%2,958CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$777,1970.07%9,106CommonSOLE
291011104EMREMERSON ELEC CO$775,1820.07%6,255CommonSOLE
94106L109WMWASTE MGMT INC DEL$767,4070.07%3,803CommonSOLE
375558103GILDGILEAD SCIENCES INC$766,3940.07%8,297CommonSOLE
25460E307COMDIREXION SHS ETF TR$763,2520.06%26,951CommonSOLE
816851109SRESEMPRA$761,8300.06%8,671CommonSOLE
78463X400GXCSPDR INDEX SHS FDS$756,2950.06%9,966CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$748,2290.06%2,543CommonSOLE
464288240ACWXISHARES TR$745,3140.06%14,289CommonSOLE
717081103PFEPFIZER INC$736,0580.06%27,744CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$735,5480.06%2,976CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$727,8400.06%4,000CALLSOLE
824348106SHWSHERWIN WILLIAMS CO$727,1100.06%2,139CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$726,3300.06%22,613CommonSOLE
25461A650QQQUDIREXION SHS ETF TR$712,9540.06%14,878CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$699,4550.06%3,812CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$688,0160.06%1,488CommonSOLE
N07059210ASMLASML HOLDING N V$679,9110.06%981CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$678,8580.06%1,397CommonSOLE
92204A405VFHVANGUARD WORLD FD$677,7220.06%5,740CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$676,6360.06%2,252CommonSOLE
88339J105TTDTHE TRADE DESK INC$671,9190.06%5,717CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$668,4610.06%4,431CommonSOLE
78464A201SLYGSPDR SER TR$667,3250.06%7,386CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$665,1990.06%1,801CommonSOLE
46090E103QQQINVESCO QQQ TR$664,5990.06%1,300CALLSOLE
46090E103QQQINVESCO QQQ TR$664,5990.06%1,300PUTSOLE
896239100TRMBTRIMBLE INC$648,7290.06%9,181CommonSOLE
482480100KLACKLA CORP$641,5460.05%1,018CommonSOLE
464288257ACWIISHARES TR$634,5000.05%5,400CALLSOLE
464288257ACWIISHARES TR$634,5000.05%5,400PUTSOLE
654106103NKENIKE INC$633,6870.05%8,337CommonSOLE
244199105DEDEERE & CO$629,3340.05%1,485CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$627,7230.05%10,410CommonSOLE
46137V571PGJINVESCO EXCHANGE TRADED FD T$620,3580.05%23,714CommonSOLE
042068205ARMARM HOLDINGS PLC$616,8000.05%5,000PUTSOLE
14147L108CRDFCARDIFF ONCOLOGY INC$609,6350.05%140,469CommonSOLE
670100205NVONOVO-NORDISK A S$606,6130.05%7,052CommonSOLE
833445109SNOWSNOWFLAKE INC$601,8900.05%3,898CommonSOLE
97717X719CXSEWISDOMTREE TR$598,1980.05%20,020CommonSOLE
512807306LRCXLAM RESEARCH CORP$596,9170.05%8,236CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$594,9660.05%8,039CommonSOLE
690742101OCOWENS CORNING NEW$594,5870.05%3,491CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$594,5360.05%2,799CommonSOLE
87612E106TGTTARGET CORP$593,9810.05%4,394CommonSOLE
595112103MUMICRON TECHNOLOGY INC$575,4510.05%6,837CommonSOLE
78463X848CWISPDR INDEX SHS FDS$574,3350.05%20,556CommonSOLE
37045V100GMGENERAL MTRS CO$572,7160.05%10,751CommonSOLE
701094104PHPARKER-HANNIFIN CORP$570,5190.05%897CommonSOLE
74340W103PLDPROLOGIS INC.$564,0150.05%5,336CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$560,6040.05%787CommonSOLE
97717W109DTDWISDOMTREE TR$558,8650.05%7,366CommonSOLE
260003108DOVDOVER CORP$557,9200.05%2,973CommonSOLE
G6683N103NUNU HLDGS LTD$557,4610.05%53,809CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$557,1410.05%7,245CommonSOLE
02209S103MOALTRIA GROUP INC$552,0100.05%10,546CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$549,6780.05%3,105CommonSOLE
172908105CTASCINTAS CORP$549,5620.05%3,008CommonSOLE
464287465EFAISHARES TR$547,9460.05%7,247CommonSOLE
03831W108APPAPPLOVIN CORP$546,9490.05%1,689CommonSOLE
15101Q207CLSCELESTICA INC$544,5700.05%5,900CommonSOLE
98978V103ZTSZOETIS INC$543,6970.05%3,337CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$540,7430.05%4,104CommonSOLE
278642103EBAYEBAY INC.$536,8590.05%8,666CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$535,9820.05%452CommonSOLE
803054204SAPSAP SE$533,7830.05%2,168CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$529,2050.04%6,703CommonSOLE
40434L105HPQHP INC$528,0420.04%16,047CommonSOLE
G87052109TELTE CONNECTIVITY PLC$527,5590.04%3,690CommonSOLE
023135106AMZNAMAZON COM INC$526,5360.04%2,400CALLSOLE
384802104GWWGRAINGER W W INC$520,7010.04%494CommonSOLE
842587107SOSOUTHERN CO$517,9570.04%6,292CommonSOLE
097023105BABOEING CO$517,9020.04%2,926CommonSOLE
78464A102XNTKSPDR SER TR$516,4570.04%2,559CommonSOLE
34959E109FTNTFORTINET INC$514,7270.04%5,448CommonSOLE
921910816MGKVANGUARD WORLD FD$508,2470.04%1,480CommonSOLE
12572Q105CMECME GROUP INC$507,2180.04%2,180CommonSOLE
92204A108VCRVANGUARD WORLD FD$505,6370.04%1,347CommonSOLE
60937P106MDBMONGODB INC$504,0340.04%2,165CommonSOLE
037833100AAPLAPPLE INC$500,8400.04%2,000CALLSOLE
828806109SPGSIMON PPTY GROUP INC NEW$498,5480.04%2,895CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$496,4070.04%5,557CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$493,2340.04%4,578CommonSOLE
032095101APHAMPHENOL CORP NEW$484,9840.04%6,967CommonSOLE
36828A101GEVGE VERNOVA INC$484,5410.04%1,473CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$481,0520.04%12,632CommonSOLE
G5960L103MDTMEDTRONIC PLC$473,7520.04%5,928CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$473,6500.04%2,053CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$467,4590.04%5,142CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$466,2120.04%2,084CommonSOLE
609207105MDLZMONDELEZ INTL INC$464,9190.04%7,724CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$462,7070.04%2,368CommonSOLE
878742204TECKTECK RESOURCES LTD$459,6100.04%11,340CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$458,5040.04%3,077CommonSOLE
252131107DXCMDEXCOM INC$454,3320.04%5,842CommonSOLE
366651107ITGARTNER INC$452,4950.04%934CommonSOLE
247361702DALDELTA AIR LINES INC DEL$452,0560.04%7,472CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY-$451,7280.04%20,750CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$445,7430.04%4,832CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$442,2050.04%2,293CommonSOLE
380237107GDDYGODADDY INC$435,3980.04%2,206CommonSOLE
92204A884VOXVANGUARD WORLD FD$430,3240.04%2,777CommonSOLE
46641Q241BBAGJ P MORGAN EXCHANGE TRADED F$427,5950.04%9,428CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$425,8750.04%19,940CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$420,3180.04%7,329CommonSOLE
902973304USBUS BANCORP DEL$415,6950.04%8,684CommonSOLE
97717W208DHSWISDOMTREE TR$414,6230.04%4,439CommonSOLE
571903202MARMARRIOTT INTL INC NEW$410,3210.03%1,471CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$409,9030.03%2,502CommonSOLE
64110D104NTAPNETAPP INC$409,0660.03%3,524CommonSOLE
001055102AFLAFLAC INC$407,5540.03%3,940CommonSOLE
95040Q104WELLWELLTOWER INC$403,0440.03%3,198CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$399,7650.03%769CommonSOLE
464288679SHVISHARES TR$397,2770.03%3,608CommonSOLE
56585A102MPCMARATHON PETE CORP$394,5060.03%2,828CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$391,8520.03%2,103CommonSOLE
31428X106FDXFEDEX CORP$390,9600.03%1,383CommonSOLE
26875P101EOGEOG RES INC$390,2950.03%3,184CommonSOLE
88579Y101MMM3M CO$387,0120.03%2,998CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$384,8410.03%5,009CommonSOLE
46435U713IFRAISHARES TR$383,7900.03%8,291CommonSOLE
92204A603VISVANGUARD WORLD FD$382,6030.03%1,504CommonSOLE
464287481IWPISHARES TR$382,5850.03%4,278CommonSOLE
59156R108METMETLIFE INC$381,8880.03%4,664CommonSOLE
02079K107GOOGALPHABET INC$380,8800.03%2,000PUTSOLE
37954Y632AIQGLOBAL X FDS$380,7140.03%9,850CommonSOLE
836100107SOUNSOUNDHOUND AI INC$376,3650.03%18,970CommonSOLE
615369105MCOMOODYS CORP$375,3820.03%793CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$374,9500.03%9,163CommonSOLE
922908629VOVANGUARD INDEX FDS$374,2720.03%1,417CommonSOLE
48251W104KKRKKR & CO INC$366,0770.03%2,475CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$364,1880.03%6,929CommonSOLE
253868103DLRDIGITAL RLTY TR INC$362,2510.03%2,042CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$354,1940.03%7,328CommonSOLE
G0403H108AONAON PLC$351,6180.03%979CommonSOLE
46138G672RWKINVESCO EXCH TRADED FD TR II$351,3640.03%3,023CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$348,6010.03%12,722CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$347,1530.03%2,753CommonSOLE
03076C106AMPAMERIPRISE FINL INC$347,1440.03%652CommonSOLE
278865100ECLECOLAB INC$345,9120.03%1,476CommonSOLE
40412C101HCAHCA HEALTHCARE INC$344,8720.03%1,149CommonSOLE
231021106CMICUMMINS INC$344,0680.03%987CommonSOLE
049468101TEAMATLASSIAN CORPORATION$343,8960.03%1,413CommonSOLE
09062X103BIIBBIOGEN INC$343,3050.03%2,245CommonSOLE
009158106APDAIR PRODS & CHEMS INC$342,8270.03%1,182CommonSOLE
97717Y527USFRWISDOMTREE TR$342,1580.03%6,799CommonSOLE
244199105DEDEERE & CO$338,9600.03%800CALLSOLE
969457100WMBWILLIAMS COS INC$338,5210.03%6,255CommonSOLE
20717M1038QRCONFLUENT INC$333,1710.03%11,916CommonSOLE
45168D104IDXXIDEXX LABS INC$332,4060.03%804CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$330,8110.03%1,297CommonSOLE
72201B101PTYPIMCO CORPORATE & INCOME OPP$330,5100.03%23,000CommonSOLE
693718108PCARPACCAR INC$330,3180.03%3,086CommonSOLE
780259305SHELSHELL PLC$327,2210.03%5,223CommonSOLE
443510607HUBBHUBBELL INC$325,4780.03%777CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$321,7610.03%7,844CommonSOLE
036752103ELVELEVANCE HEALTH INC$319,8360.03%867CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$318,0720.03%6,193CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$317,9750.03%1,320CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$317,7090.03%677CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$316,7770.03%1,116CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$316,3320.03%4,399CommonSOLE
98138H101WDAYWORKDAY INC$314,2810.03%1,218CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$313,2140.03%1,046CommonSOLE
29250N105ENBENBRIDGE INC$313,1750.03%7,381CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$312,2660.03%1,485CommonSOLE
501044101KRKROGER CO$311,5590.03%5,095CommonSOLE
778296103ROSTROSS STORES INC$311,1620.03%2,057CommonSOLE
458140100INTCINTEL CORP$309,8530.03%15,454CommonSOLE
33737J141FCAFIRST TR EXCH TRD ALPHDX FD$307,8540.03%15,356CommonSOLE
550021109LULULULULEMON ATHLETICA INC$307,4580.03%804CommonSOLE
770700102HOODROBINHOOD MKTS INC$304,3770.03%8,169CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$303,3510.03%885CommonSOLE
126408103CSXCSX CORP$296,8840.03%9,200CommonSOLE
92276F100VTRVENTAS INC$294,5830.03%5,000CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$293,9630.02%7,228CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$292,7830.02%1,290CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$290,3680.02%3,595CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$289,8170.02%3,981CommonSOLE
744320102PRUPRUDENTIAL FINL INC$289,2130.02%2,440CommonSOLE
925652109VICIVICI PPTYS INC$281,6550.02%9,639CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$281,4890.02%1,022CommonSOLE
45104G104IBNICICI BANK LIMITED$278,5340.02%9,328CommonSOLE
682680103OKEONEOK INC NEW$278,2080.02%2,771CommonSOLE
921909768VXUSVANGUARD STAR FDS$274,9770.02%4,666CommonSOLE
629377508NRGNRG ENERGY INC$274,8100.02%3,046CommonSOLE
22822V101CCICROWN CASTLE INC$274,0950.02%3,020CommonSOLE
260557103DOWDOW INC$273,7670.02%6,822CommonSOLE
89832Q109TFCTRUIST FINL CORP$273,2510.02%6,299CommonSOLE
55261F104MTBM & T BK CORP$273,1790.02%1,453CommonSOLE
303250104FICOFAIR ISAAC CORP$272,7570.02%137CommonSOLE
761152107RMDRESMED INC$271,9120.02%1,189CommonSOLE
922908637VVVANGUARD INDEX FDS$269,7000.02%1,000CommonSOLE
806857108SLBSCHLUMBERGER LTD$268,7750.02%7,006CommonSOLE
756109104OREALTY INCOME CORP$267,9050.02%5,016CommonSOLE
084423102WRBBERKLEY W R CORP$267,4950.02%4,571CommonSOLE
12504L109CBRECBRE GROUP INC$267,1750.02%2,035CommonSOLE
82509L107SHOPSHOPIFY INC$265,8250.02%2,500CALLSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$264,1950.02%1,265CommonSOLE
45687V106IRINGERSOLL RAND INC$263,6000.02%2,914CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$263,4530.02%3,455CommonSOLE
911363109URIUNITED RENTALS INC$262,7560.02%373CommonSOLE
464287226AGGISHARES TR$261,6300.02%2,700CommonSOLE
92204A207VDCVANGUARD WORLD FD$260,6320.02%1,233CommonSOLE
45784P101PODDINSULET CORP$260,0260.02%996CommonSOLE
941848103WATWATERS CORP$259,6860.02%700CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$258,0280.02%3,012CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$254,3390.02%1,893CommonSOLE
745867101PHMPULTE GROUP INC$254,1060.02%2,329CommonSOLE
704326107PAYXPAYCHEX INC$252,8170.02%1,803CommonSOLE
G38644103GCTGIGACLOUD TECHNOLOGY INC$252,7980.02%13,650CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$252,3740.02%1,907CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$252,1170.02%2,843CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$250,6600.02%1,068CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$249,5350.02%3,839CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$248,1300.02%1,105CommonSOLE
370334104GISGENERAL MLS INC$248,1290.02%3,891CommonSOLE
55354G100MSCIMSCI INC$247,8040.02%413CommonSOLE
020002101ALLALLSTATE CORP$246,9490.02%1,275CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$245,3120.02%1,115CommonSOLE
42809H107HESHESS CORP$243,2750.02%1,829CommonSOLE
25746U109DDOMINION ENERGY INC$242,5320.02%4,503CommonSOLE
98389B100XELXCEL ENERGY INC$238,4810.02%3,532CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$237,7440.02%7,800CALLSOLE
25179M103DVNDEVON ENERGY CORP NEW$235,3940.02%7,192CommonSOLE
92840M102VSTVISTRA CORP$234,6550.02%1,702CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$231,6740.02%3,413CommonSOLE
23331A109DHID R HORTON INC$230,4230.02%1,648CommonSOLE
285512109EAELECTRONIC ARTS INC$229,9840.02%1,572CommonSOLE
98980G102ZSZSCALER INC$229,4820.02%1,272CommonSOLE
72352L106PINSPINTEREST INC$229,1000.02%7,900CommonSOLE
718546104PSXPHILLIPS 66$228,3160.02%2,004CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$228,1110.02%981CommonSOLE
91913Y100VLOVALERO ENERGY CORP$226,7920.02%1,850CommonSOLE
443573100HUBSHUBSPOT INC$226,4500.02%325CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$224,6410.02%4,546CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$224,5630.02%14,582CommonSOLE
852234103XYZBLOCK INC$223,6090.02%2,631CommonSOLE
681919106OMCOMNICOM GROUP INC$223,3970.02%2,596CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$223,1610.02%1,095CommonSOLE
075887109BDXBECTON DICKINSON & CO$222,6000.02%981CommonSOLE
87612G101TRGPTARGA RES CORP$222,4110.02%1,246CommonSOLE
311900104FASTFASTENAL CO$222,0580.02%3,088CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$221,9110.02%1,258CommonSOLE
682189105ONON SEMICONDUCTOR CORP$220,7380.02%3,501CommonSOLE
443201108HWMHOWMET AEROSPACE INC$220,3810.02%2,015CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$220,0310.02%10,855CommonSOLE
05464C101AXONAXON ENTERPRISE INC$219,8980.02%370CommonSOLE
22052L104CTVACORTEVA INC$219,5810.02%3,855CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$217,5830.02%1,182CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$216,3260.02%4,077CommonSOLE
49177J102KVUEKENVUE INC$214,8660.02%10,064CommonSOLE
651639106NEMNEWMONT CORP$214,2760.02%5,757CommonSOLE
78464A508SPYVSPDR SER TR$213,6120.02%4,177CommonSOLE
294429105EFXEQUIFAX INC$212,2900.02%833CommonSOLE
055622104BPBP PLC$210,9400.02%7,136CommonSOLE
78463V107GLDSPDR GOLD TR$210,1690.02%868CommonSOLE
30161N101EXCEXELON CORP$209,8430.02%5,575CommonSOLE
46434G103IEMGISHARES INC$208,5140.02%3,993CommonSOLE
16411R208LNGCHENIERE ENERGY INC$207,9940.02%968CommonSOLE
03073E105CORCENCORA INC$207,8290.02%925CommonSOLE
988498101YUMYUM BRANDS INC$207,0090.02%1,543CommonSOLE
929160109VMCVULCAN MATLS CO$206,8130.02%804CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$206,4950.02%2,236CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$206,3350.02%2,228CommonSOLE
74347G440BITOPROSHARES TR$205,0200.02%9,000CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$203,9020.02%1,004CommonSOLE
92343E102VRSNVERISIGN INC$203,6490.02%984CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$203,2120.02%2,745CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$203,0650.02%2,597CommonSOLE
147528103CASYCASEYS GEN STORES INC$202,8700.02%512CommonSOLE
91912E105VALEVALE S A$202,8660.02%22,871CommonSOLE
78464A300SLYVSPDR SER TR$200,3260.02%2,296CommonSOLE
922908751VBVANGUARD INDEX FDS$200,1530.02%833CommonSOLE
631103108NDAQNASDAQ INC$196,4450.02%2,541CommonSOLE
83304A106SNAPSNAP INC$185,3950.02%17,214CommonSOLE
91912E105VALEVALE S A$159,6600.01%18,000CALLSOLE
438516106HONHONEYWELL INTL INC$158,1230.01%700CALLSOLE
252131107DXCMDEXCOM INC$155,5400.01%2,000CALLSOLE
934423104WBDWARNER BROS DISCOVERY INC$151,5420.01%14,337CommonSOLE
345370860FFORD MTR CO$141,1130.01%14,253CommonSOLE
15101Q207CLSCELESTICA INC$138,4500.01%1,500CALLSOLE
042068205ARMARM HOLDINGS PLC$137,5460.01%1,115CommonSOLE
G38644103GCTGIGACLOUD TECHNOLOGY INC$129,6400.01%7,000CALLSOLE
594918104MSFTMICROSOFT CORP$126,4500.01%300CALLSOLE
166764100CVXCHEVRON CORP NEW$115,8720.01%800CALLSOLE
00847G804AGENAGENUS INC$113,5730.01%41,450CommonSOLE

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.