MondegarAI
MGO ONE SEVEN LLC

Q4 2024 · 13F-HR

MGO ONE SEVEN LLCholdings as filed

Filed 2025-02-14 · accession 0001172661-25-000955

$2.62B
Reported value
1,063
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1063

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$142.6M5.45%1,061,906CommonSOLE
037833100AAPLAPPLE INC$98.5M3.77%393,523CommonSOLE
594918104MSFTMICROSOFT CORP$54.6M2.09%129,499CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$46.7M1.78%79,651CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$42.1M1.61%835,812CommonSOLE
023135106AMZNAMAZON COM INC$40.5M1.55%184,436CommonSOLE
922908744VTVVANGUARD INDEX FDS$38.9M1.49%229,851CommonSOLE
09661T404BKIEBNY MELLON ETF TRUST$33.3M1.27%459,693CommonSOLE
922908736VUGVANGUARD INDEX FDS$32.5M1.24%79,157CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$26.3M1.01%943,984CommonSOLE
11135F101AVGOBROADCOM INC$23.3M0.89%100,488CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$22.4M0.85%93,292CommonSOLE
88160R101TSLATESLA INC$21.7M0.83%53,629CommonSOLE
92826C839VVISA INC$19.7M0.75%62,398CommonSOLE
78464A508SPYVSPDR SER TR$19.6M0.75%382,571CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$19.5M0.75%339,743CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$18.4M0.70%94,169CommonSOLE
02079K107GOOGALPHABET INC$18.4M0.70%96,797CommonSOLE
30303M102METAMETA PLATFORMS INC$18.1M0.69%30,980CommonSOLE
921932703VOOVVANGUARD ADMIRAL FDS INC$17.7M0.67%95,678CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$16.3M0.62%596,753CommonSOLE
09661T107BKLCBNY MELLON ETF TRUST$16.3M0.62%145,092CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$15.7M0.60%309,771CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$15.6M0.60%17,072CommonSOLE
922908363VOOVANGUARD INDEX FDS$15.5M0.59%28,686CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$15.4M0.59%13,924CommonSOLE
69374H881COWZPACER FDS TR$15.4M0.59%271,856CommonSOLE
742718109PGPROCTER AND GAMBLE CO$15.0M0.57%89,555CommonSOLE
922908769VTIVANGUARD INDEX FDS$14.9M0.57%51,355CommonSOLE
02079K305GOOGLALPHABET INC$14.7M0.56%77,617CommonSOLE
46436E718SGOVISHARES TR$13.8M0.53%137,527CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$13.6M0.52%281,245CommonSOLE
46090E103QQQINVESCO QQQ TR$13.5M0.52%26,362CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$13.3M0.51%185,190CommonSOLE
00162Q387OUSAALPS ETF TR$12.9M0.49%243,093CommonSOLE
68389X105ORCLORACLE CORP$12.6M0.48%75,326CommonSOLE
92204A702VGTVANGUARD WORLD FD$12.4M0.47%19,972CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$12.3M0.47%27,172CommonSOLE
532457108LLYELI LILLY & CO$12.1M0.46%15,709CommonSOLE
30231G102XOMEXXON MOBIL CORP$11.6M0.44%107,529CommonSOLE
464287804IJRISHARES TR$11.2M0.43%97,423CommonSOLE
478160104JNJJOHNSON & JOHNSON$11.1M0.42%76,442CommonSOLE
64110L106NFLXNETFLIX INC$11.0M0.42%12,377CommonSOLE
464287200IVVISHARES TR$11.0M0.42%18,712CommonSOLE
33738R605FVFIRST TR EXCHANGE-TRADED FD$10.5M0.40%178,327CommonSOLE
88160R101TSLATESLA INC$10.1M0.39%25,000PUTSOLE
437076102HDHOME DEPOT INC$10.1M0.39%25,894CommonSOLE
302635206FSKFS KKR CAP CORP$9.9M0.38%455,731CommonSOLE
45782C375UMARINNOVATOR ETFS TRUST$9.9M0.38%276,977CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$9.6M0.37%97,825CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$9.4M0.36%17,765CommonSOLE
78468R663BILSPDR SER TR$9.0M0.35%98,973CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$9.0M0.35%186,479CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$9.0M0.35%160,133CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$9.0M0.34%49,569CommonSOLE
74316P645CSMDPROFESIONALLY MANAGED PORTFO$8.7M0.33%292,339CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$8.6M0.33%126,858CommonSOLE
78468R606SPHYSPDR SER TR$8.5M0.32%361,642CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$8.5M0.32%42,870CommonSOLE
464287507IJHISHARES TR$8.5M0.32%135,794CommonSOLE
78464A854SPYMSPDR SER TR$8.4M0.32%122,357CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$8.4M0.32%394,394CommonSOLE
464287606IJKISHARES TR$8.3M0.32%91,016CommonSOLE
464288307IMCGISHARES TR$8.2M0.31%108,806CommonSOLE
64828T201RITMRITHM CAPITAL CORP$8.2M0.31%758,275CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$8.2M0.31%95,766CommonSOLE
78468R853SPSMSPDR SER TR$8.2M0.31%182,390CommonSOLE
032108409DIVOAMPLIFY ETF TR$8.2M0.31%202,222CommonSOLE
33740F573YMARFIRST TR EXCHNG TRADED FD VI$8.1M0.31%355,916CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$8.1M0.31%334,916CommonSOLE
04010L103ARCCARES CAPITAL CORP$8.0M0.31%366,265CommonSOLE
46432F339QUALISHARES TR$7.9M0.30%44,588CommonSOLE
78463V107GLDSPDR GOLD TR$7.8M0.30%32,134CommonSOLE
79466L302CRMSALESFORCE INC$7.7M0.29%22,917CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$7.6M0.29%172,115CommonSOLE
46434V878ICSHISHARES TR$7.6M0.29%150,110CommonSOLE
931142103WMTWALMART INC$7.5M0.29%83,392CommonSOLE
025816109AXPAMERICAN EXPRESS CO$7.4M0.28%25,046CommonSOLE
46434V407SHYGISHARES TR$7.4M0.28%173,429CommonSOLE
17275R102CSCOCISCO SYS INC$7.3M0.28%123,954CommonSOLE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$7.2M0.28%162,466CommonSOLE
922908629VOVANGUARD INDEX FDS$7.1M0.27%26,975CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$7.1M0.27%33,548CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$7.0M0.27%189,444CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$6.9M0.26%374,679CommonSOLE
464285204IAUISHARES GOLD TR$6.9M0.26%139,579CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$6.9M0.26%143,578CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$6.8M0.26%136,634CommonSOLE
92204A884VOXVANGUARD WORLD FD$6.6M0.25%42,882CommonSOLE
369604301GEGE AEROSPACE$6.6M0.25%39,632CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$6.6M0.25%373,428CommonSOLE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$6.6M0.25%320,075CommonSOLE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$6.6M0.25%338,198CommonSOLE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$6.6M0.25%121,347CommonSOLE
58933Y105MRKMERCK & CO INC$6.6M0.25%66,023CommonSOLE
38149W630GPIQGOLDMAN SACHS ETF TR$6.5M0.25%133,292CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$6.4M0.24%124,008CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$6.3M0.24%322,747CommonSOLE
78468R408SJNKSPDR SER TR$5.9M0.23%234,474CommonSOLE
464287812IYKISHARES TR$5.8M0.22%89,061CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$5.8M0.22%77,899CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.8M0.22%26,344CommonSOLE
464288638IGIBISHARES TR$5.7M0.22%110,512CommonSOLE
33718W103FPFFIRST TR INTER DURATN PFD &$5.7M0.22%314,519CommonSOLE
47804J792JHMBJOHN HANCOCK EXCHANGE TRADED$5.6M0.21%260,879CommonSOLE
291011104EMREMERSON ELEC CO$5.5M0.21%44,412CommonSOLE
46429B697USMVISHARES TR$5.5M0.21%61,939CommonSOLE
254687106DISDISNEY WALT CO$5.4M0.21%48,663CommonSOLE
78463X756EWXSPDR INDEX SHS FDS$5.4M0.21%92,347CommonSOLE
743315103PGRPROGRESSIVE CORP$5.3M0.20%22,184CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$5.3M0.20%136,739CommonSOLE
009158106APDAIR PRODS & CHEMS INC$5.2M0.20%18,046CommonSOLE
46434V621DGROISHARES TR$5.2M0.20%84,525CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$5.2M0.20%146,495CommonSOLE
78464A383SPMBSPDR SER TR$5.1M0.20%238,593CommonSOLE
713448108PEPPEPSICO INC$5.1M0.20%33,758CommonSOLE
149123101CATCATERPILLAR INC$5.1M0.19%14,010CommonSOLE
09789C705XBBBONDBLOXX ETF TRUST$5.0M0.19%125,480CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$5.0M0.19%26,491CommonSOLE
060505104BACBANK AMERICA CORP$4.8M0.19%110,319CommonSOLE
872540109TJXTJX COS INC NEW$4.8M0.18%39,724CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$4.6M0.18%59,459CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$4.6M0.18%61,042CommonSOLE
72201R833MINTPIMCO ETF TR$4.6M0.17%45,594CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$4.5M0.17%66,477CommonSOLE
09260D107BXBLACKSTONE INC$4.5M0.17%26,381CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4.5M0.17%120,233CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$4.5M0.17%58,071CommonSOLE
33739N108FMBFIRST TR EXCH TRADED FD III$4.5M0.17%87,937CommonSOLE
46429B747STIPISHARES TR$4.4M0.17%44,137CommonSOLE
G29183103ETNEATON CORP PLC$4.4M0.17%13,348CommonSOLE
00287Y109ABBVABBVIE INC$4.4M0.17%24,917CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.4M0.17%8,751CommonSOLE
65339F101NEENEXTERA ENERGY INC$4.4M0.17%61,671CommonSOLE
45782C300UJANINNOVATOR ETFS TRUST$4.4M0.17%113,443CommonSOLE
969457100WMBWILLIAMS COS INC$4.4M0.17%81,428CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.4M0.17%7,618CommonSOLE
464288661IEIISHARES TR$4.3M0.17%37,559CommonSOLE
74762E102QUREQUANTA SVCS INC$4.3M0.16%13,609CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$4.3M0.16%23,316CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$4.2M0.16%8,714CommonSOLE
46434V381XTISHARES TR$4.2M0.16%70,548CommonSOLE
78464A409SPYGSPDR SER TR$4.2M0.16%47,841CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$4.2M0.16%21,748CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$4.1M0.16%212,288CommonSOLE
580135101MCDMCDONALDS CORP$4.0M0.15%13,832CommonSOLE
45782C805UAPRINNOVATOR ETFS TRUST$4.0M0.15%129,628CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$4.0M0.15%66,806CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$4.0M0.15%49,305CommonSOLE
464287440IEFISHARES TR$4.0M0.15%42,777CommonSOLE
038222105AMATAPPLIED MATLS INC$3.9M0.15%23,793CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$3.8M0.15%20,769CommonSOLE
46436F103IAUMISHARES GOLD TR$3.8M0.15%146,603CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$3.8M0.15%18,865CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$3.8M0.15%188,569CommonSOLE
040413205ANETARISTA NETWORKS INC$3.8M0.14%34,236CommonSOLE
548661107LOWLOWES COS INC$3.8M0.14%15,276CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$3.7M0.14%10,207CommonSOLE
45782C565UNOVINNOVATOR ETFS TRUST$3.7M0.14%106,910CommonSOLE
172967424CCITIGROUP INC$3.7M0.14%52,142CommonSOLE
78468R648KOMPSPDR SER TR$3.7M0.14%72,174CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$3.7M0.14%70,441CommonSOLE
09290D101BLKBLACKROCK INC$3.6M0.14%3,546CommonSOLE
464288679SHVISHARES TR$3.6M0.14%33,001CommonSOLE
464289438IWYISHARES TR$3.6M0.14%15,442CommonSOLE
166764100CVXCHEVRON CORP NEW$3.6M0.14%25,082CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3.6M0.14%10,679CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3.6M0.14%48,978CommonSOLE
464287663IUSVISHARES TR$3.6M0.14%38,897CommonSOLE
922908751VBVANGUARD INDEX FDS$3.6M0.14%14,896CommonSOLE
464288646IGSBISHARES TR$3.6M0.14%69,205CommonSOLE
46138J437IMFLINVESCO EXCH TRD SLF IDX FD$3.6M0.14%151,890CommonSOLE
92189F676SMHVANECK ETF TRUST$3.5M0.14%14,645CommonSOLE
37960A438CLIPGLOBAL X FDS$3.5M0.13%35,133CommonSOLE
464287614IWFISHARES TR$3.5M0.13%8,645CommonSOLE
922908512VOEVANGUARD INDEX FDS$3.4M0.13%21,315CommonSOLE
78464A664SPTLSPDR SER TR$3.4M0.13%130,260CommonSOLE
191216100KOCOCA COLA CO$3.4M0.13%54,602CommonSOLE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$3.4M0.13%79,651CommonSOLE
747525103QCOMQUALCOMM INC$3.4M0.13%22,028CommonSOLE
00039J707LRGCAB ACTIVE ETFS INC$3.4M0.13%50,275CommonSOLE
902973304USBUS BANCORP DEL$3.4M0.13%70,562CommonSOLE
718172109PMPHILIP MORRIS INTL INC$3.3M0.13%27,791CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$3.3M0.13%62,631CommonSOLE
233051432HYLBDBX ETF TR$3.3M0.13%91,960CommonSOLE
26922A222ACIOETF SER SOLUTIONS$3.3M0.13%81,389CommonSOLE
219350105GLWCORNING INC$3.3M0.13%68,903CommonSOLE
337738108FISVFISERV INC$3.2M0.12%15,721CommonSOLE
46429B655FLOTISHARES TR$3.2M0.12%63,418CommonSOLE
922908553VNQVANGUARD INDEX FDS$3.2M0.12%36,168CommonSOLE
921909768VXUSVANGUARD STAR FDS$3.2M0.12%54,609CommonSOLE
00724F101ADBEADOBE INC$3.2M0.12%7,193CommonSOLE
907818108UNPUNION PAC CORP$3.2M0.12%13,844CommonSOLE
81762P102NOWSERVICENOW INC$3.2M0.12%2,975CommonSOLE
75513E101RTXRTX CORPORATION$3.1M0.12%27,159CommonSOLE
11271J107BNBROOKFIELD CORP$3.1M0.12%54,375CommonSOLE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$3.1M0.12%38,320CommonSOLE
132061201SYLDCAMBRIA ETF TR$3.1M0.12%45,237CommonSOLE
00206R102TAT&T INC$3.1M0.12%134,950CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.1M0.12%40,619CommonSOLE
58155Q103MCKMCKESSON CORP$3.1M0.12%5,357CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$3.0M0.12%608CommonSOLE
717081103PFEPFIZER INC$3.0M0.11%112,238CommonSOLE
46435G672IAGGISHARES TR$3.0M0.11%59,645CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$3.0M0.11%12,709CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.0M0.11%16,852CommonSOLE
26922A321DSTLETF SER SOLUTIONS$2.9M0.11%53,291CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$2.9M0.11%41,599CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.9M0.11%9,814CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2.9M0.11%23,337CommonSOLE
02072L565BOXXEA SERIES TRUST$2.9M0.11%25,910CommonSOLE
617446448MSMORGAN STANLEY$2.8M0.11%22,224CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$2.8M0.11%16,894CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$2.8M0.11%47,910CommonSOLE
922908611VBRVANGUARD INDEX FDS$2.8M0.11%13,963CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.8M0.11%25,672CommonSOLE
38149W614GSCGOLDMAN SACHS ETF TR$2.8M0.11%53,668CommonSOLE
25434V104DFAUDIMENSIONAL ETF TRUST$2.7M0.11%67,897CommonSOLE
66987V109NVSNOVARTIS AG$2.7M0.10%27,710CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$2.7M0.10%36,395CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.7M0.10%5,820CommonSOLE
464287721IYWISHARES TR$2.7M0.10%16,762CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$2.7M0.10%17,168CommonSOLE
464287242LQDISHARES TR$2.7M0.10%24,868CommonSOLE
09290C509LCTUBLACKROCK ETF TRUST$2.6M0.10%41,304CommonSOLE
46435U853USHYISHARES TR$2.6M0.10%71,161CommonSOLE
855244109SBUXSTARBUCKS CORP$2.6M0.10%28,642CommonSOLE
876030107TPRTAPESTRY INC$2.6M0.10%39,917CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.6M0.10%64,801CommonSOLE
46284V101IRMIRON MTN INC DEL$2.6M0.10%24,530CommonSOLE
94106L109WMWASTE MGMT INC DEL$2.5M0.10%12,635CommonSOLE
002824100ABTABBOTT LABS$2.5M0.10%22,293CommonSOLE
74348A467NOBLPROSHARES TR$2.5M0.10%25,284CommonSOLE
893641100TDGTRANSDIGM GROUP INC$2.5M0.10%1,969CommonSOLE
69344A834PAAAPGIM ETF TR$2.5M0.10%48,671CommonSOLE
72201R718LDURPIMCO ETF TR$2.5M0.10%26,224CommonSOLE
046353108AZNNASTRAZENECA PLC$2.5M0.10%37,937CommonSOLE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$2.5M0.09%41,264CommonSOLE
882508104TXNTEXAS INSTRS INC$2.5M0.09%13,099CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$2.5M0.09%36,633CommonSOLE
464288687PFFISHARES TR$2.4M0.09%77,686CommonSOLE
45782C474KJANINNOVATOR ETFS TRUST$2.4M0.09%65,164CommonSOLE
H1467J104CBCHUBB LIMITED$2.4M0.09%8,721CommonSOLE
032095101APHAMPHENOL CORP NEW$2.4M0.09%34,364CommonSOLE
756109104OREALTY INCOME CORP$2.4M0.09%44,456CommonSOLE
464287465EFAISHARES TR$2.4M0.09%31,306CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$2.4M0.09%39,904CommonSOLE
02209S103MOALTRIA GROUP INC$2.3M0.09%44,476CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.3M0.09%5,742CommonSOLE
46434V456IQLTISHARES TR$2.3M0.09%62,168CommonSOLE
46434V860TFLOISHARES TR$2.3M0.09%45,711CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.3M0.09%18,701CommonSOLE
031162100AMGNAMGEN INC$2.3M0.09%8,653CommonSOLE
231021106CMICUMMINS INC$2.2M0.09%6,422CommonSOLE
911363109URIUNITED RENTALS INC$2.2M0.09%3,166CommonSOLE
29250N105ENBENBRIDGE INC$2.2M0.09%52,532CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.2M0.08%6,442CommonSOLE
904767704UNILEVER PLC$2.2M0.08%38,546CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$2.2M0.08%19,080CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.2M0.08%4,651CommonSOLE
921910816MGKVANGUARD WORLD FD$2.2M0.08%6,352CommonSOLE
358039105FRPTFRESHPET INC$2.2M0.08%14,709CommonSOLE
78464A763SDYSPDR SER TR$2.2M0.08%16,342CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.2M0.08%4,124CommonSOLE
436893200HOMBHOME BANCSHARES INC$2.1M0.08%75,300CommonSOLE
370334104GISGENERAL MLS INC$2.1M0.08%33,342CommonSOLE
46138J817BSJPINVESCO EXCH TRD SLF IDX FD$2.1M0.08%91,269CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$2.1M0.08%78,964CommonSOLE
075887109BDXBECTON DICKINSON & CO$2.1M0.08%9,228CommonSOLE
20825C104COPCONOCOPHILLIPS$2.1M0.08%21,037CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.1M0.08%15,154CommonSOLE
90138F102TWLOTWILIO INC$2.1M0.08%19,235CommonSOLE
G54950103LINLINDE PLC$2.1M0.08%4,959CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.1M0.08%7,825CommonSOLE
842587107SOSOUTHERN CO$2.1M0.08%24,912CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$2.0M0.08%74,151CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$2.0M0.08%21,036CommonSOLE
45783Y541TJULINNOVATOR ETFS TRUST$2.0M0.08%72,263CommonSOLE
464287176TIPISHARES TR$2.0M0.08%18,719CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.0M0.08%15,212CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2.0M0.08%3,723CommonSOLE
92204A504VHTVANGUARD WORLD FD$2.0M0.08%7,810CommonSOLE
438516106HONHONEYWELL INTL INC$2.0M0.08%8,753CommonSOLE
654106103NKENIKE INC$2.0M0.08%26,027CommonSOLE
115236101BROBROWN & BROWN INC$2.0M0.08%19,272CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.9M0.07%27,590CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.9M0.07%7,975CommonSOLE
82509L107SHOPSHOPIFY INC$1.9M0.07%18,008CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$1.9M0.07%145,766CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.9M0.07%32,171CommonSOLE
98978V103ZTSZOETIS INC$1.9M0.07%11,401CommonSOLE
37954Y632AIQGLOBAL X FDS$1.9M0.07%48,022CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.8M0.07%5,235CommonSOLE
651639106NEMNEWMONT CORP$1.8M0.07%49,419CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$1.8M0.07%113,956CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.8M0.07%15,885CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.8M0.07%14,035CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$1.8M0.07%20,319CommonSOLE
872590104TMUST-MOBILE US INC$1.8M0.07%8,081CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.8M0.07%22,219CommonSOLE
172908105CTASCINTAS CORP$1.8M0.07%9,699CommonSOLE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$1.8M0.07%96,227CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.8M0.07%40,496CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$1.7M0.07%107,095CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$1.7M0.07%15,850CommonSOLE
670100205NVONOVO-NORDISK A S$1.7M0.07%20,066CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$1.7M0.07%35,106CommonSOLE
78464A672SPTISPDR SER TR$1.7M0.07%61,866CommonSOLE
704326107PAYXPAYCHEX INC$1.7M0.07%12,291CommonSOLE
92189F411BIZDVANECK ETF TRUST$1.7M0.07%102,507CommonSOLE
09789C804XBBONDBLOXX ETF TRUST$1.7M0.06%43,005CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.7M0.06%29,376CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.7M0.06%18,510CommonSOLE
147528103CASYCASEYS GEN STORES INC$1.7M0.06%4,172CommonSOLE
244199105DEDEERE & CO$1.6M0.06%3,884CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.6M0.06%28,425CommonSOLE
912008109USFDUS FOODS HLDG CORP$1.6M0.06%23,982CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.6M0.06%6,986CommonSOLE
464287762IYHISHARES TR$1.6M0.06%27,454CommonSOLE
12572Q105CMECME GROUP INC$1.6M0.06%6,881CommonSOLE
86887Q109SSSSSURO CAPITAL CORP$1.6M0.06%271,765CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$1.6M0.06%12,566CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$1.6M0.06%75,013CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$1.6M0.06%17,680CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$1.6M0.06%102,195CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$1.6M0.06%36,333CommonSOLE
46436E767USXFISHARES TR$1.6M0.06%31,217CommonSOLE
N07059210ASMLASML HOLDING N V$1.5M0.06%2,203CommonSOLE
78464A839MDYVSPDR SER TR$1.5M0.06%18,968CommonSOLE
Y2573F102FLEXFLEX LTD$1.5M0.06%39,512CommonSOLE
464288810IHIISHARES TR$1.5M0.06%25,609CommonSOLE
92276F100VTRVENTAS INC$1.5M0.06%25,336CommonSOLE
464287655IWMISHARES TR$1.5M0.06%6,745CommonSOLE
464288885EFGISHARES TR$1.5M0.06%15,367CommonSOLE
78464A359CWBSPDR SER TR$1.5M0.06%19,092CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.5M0.06%9,948CommonSOLE
570535104MKLMARKEL GROUP INC$1.5M0.06%857CommonSOLE
37045V100GMGENERAL MTRS CO$1.5M0.06%27,572CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.5M0.06%11,629CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.5M0.06%15,565CommonSOLE
25243Q205DEODIAGEO PLC$1.5M0.06%11,512CommonSOLE
097023105BABOEING CO$1.5M0.06%8,251CommonSOLE
45783Y855BALTINNOVATOR ETFS TRUST$1.4M0.06%46,121CommonSOLE
37954Y673PAVEGLOBAL X FDS$1.4M0.06%35,796CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.4M0.05%5,223CommonSOLE
988498101YUMYUM BRANDS INC$1.4M0.05%10,707CommonSOLE
464287309IVWISHARES TR$1.4M0.05%14,139CommonSOLE
92189F106GDXVANECK ETF TRUST$1.4M0.05%42,122CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.4M0.05%7,075CommonSOLE
74347R107SSOPROSHARES TR$1.4M0.05%15,385CommonSOLE
46434G822EWJISHARES INC$1.4M0.05%21,082CommonSOLE
464287648IWOISHARES TR$1.4M0.05%4,900CommonSOLE
316092709FIDUFIDELITY COVINGTON TRUST$1.4M0.05%19,959CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$1.4M0.05%90,400PUTSOLE
87612E106TGTTARGET CORP$1.4M0.05%10,293CommonSOLE
464287598IWDISHARES TR$1.4M0.05%7,504CommonSOLE
336917109FDLFIRST TR MORNINGSTAR DIVID L$1.4M0.05%34,365CommonSOLE
443201108HWMHOWMET AEROSPACE INC$1.4M0.05%12,606CommonSOLE
381430529GBILGOLDMAN SACHS ETF TR$1.4M0.05%13,793CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1.4M0.05%43,832CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.4M0.05%6,132CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$1.4M0.05%60,157CommonSOLE
09251A104BDJBLACKROCK ENHANCED EQUITY DI$1.4M0.05%164,188CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.4M0.05%2,610CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.4M0.05%10,290CommonSOLE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$1.3M0.05%26,217CommonSOLE
816851109SRESEMPRA$1.3M0.05%15,368CommonSOLE
92840M102VSTVISTRA CORP$1.3M0.05%9,776CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.3M0.05%31,596CommonSOLE
922908637VVVANGUARD INDEX FDS$1.3M0.05%4,952CommonSOLE
803054204SAPSAP SE$1.3M0.05%5,335CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.3M0.05%4,669CommonSOLE
74340W103PLDPROLOGIS INC.$1.3M0.05%12,282CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.3M0.05%5,322CommonSOLE
78464A821MDYGSPDR SER TR$1.3M0.05%14,818CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.3M0.05%21,110CommonSOLE
46435G425ESGUISHARES TR$1.3M0.05%9,876CommonSOLE
443573100HUBSHUBSPOT INC$1.3M0.05%1,826CommonSOLE
88339J105TTDTHE TRADE DESK INC$1.3M0.05%10,804CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.3M0.05%10,995CommonSOLE
464288570DSIISHARES TR$1.3M0.05%11,449CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.3M0.05%5,995CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.3M0.05%2,213CommonSOLE
461202103INTUINTUIT$1.3M0.05%1,998CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.2M0.05%15,803CommonSOLE
36828A101GEVGE VERNOVA INC$1.2M0.05%3,768CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.2M0.05%5,819CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$1.2M0.05%13,387CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.2M0.05%4,981CommonSOLE
29977A105EVREVERCORE INC$1.2M0.05%4,414CommonSOLE
863667101SYKSTRYKER CORPORATION$1.2M0.05%3,397CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$1.2M0.05%46,881CommonSOLE
78468R523BILSSPDR SER TR$1.2M0.05%12,300CommonSOLE
315616102FFIVF5 INC$1.2M0.05%4,818CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$1.2M0.05%19,006CommonSOLE
88579Y101MMM3M CO$1.2M0.05%9,268CommonSOLE
11135F101AVGOBROADCOM INC$1.2M0.05%5,100PUTSOLE
464288760ITAISHARES TR$1.2M0.04%8,073CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$1.2M0.04%32,617CommonSOLE
46436E759DMXFISHARES TR$1.2M0.04%17,880CommonSOLE
29273V100ETENERGY TRANSFER L P$1.2M0.04%58,935CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.2M0.04%2,713CommonSOLE
952845105WFGWEST FRASER TIMBER CO LTD$1.2M0.04%13,307CommonSOLE
404280406HSBCHSBC HLDGS PLC$1.1M0.04%23,207CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$1.1M0.04%6,687CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.1M0.04%15,841CommonSOLE
464287622IWBISHARES TR$1.1M0.04%3,542CommonSOLE
056525108BMIBADGER METER INC$1.1M0.04%5,368CommonSOLE
80105N105SNYSANOFI$1.1M0.04%23,408CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.1M0.04%2,262CommonSOLE
751212101RLRALPH LAUREN CORP$1.1M0.04%4,826CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.1M0.04%15,000PUTSOLE
501044101KRKROGER CO$1.1M0.04%18,070CommonSOLE
464288802SUSAISHARES TR$1.1M0.04%9,044CommonSOLE
92189F486FLTRVANECK ETF TRUST$1.1M0.04%42,655CommonSOLE
69374H857CALFPACER FDS TR$1.1M0.04%24,638CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$1.1M0.04%48,813CommonSOLE
922908538VOTVANGUARD INDEX FDS$1.1M0.04%4,236CommonSOLE
29364G103ETRENTERGY CORP NEW$1.1M0.04%14,143CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$1.1M0.04%21,649CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$1.1M0.04%15,054CommonSOLE
46428Q109SLVISHARES SILVER TR$1.1M0.04%40,557CommonSOLE
458140100INTCINTEL CORP$1.1M0.04%52,922CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1.1M0.04%1,782CommonSOLE
56585A102MPCMARATHON PETE CORP$1.0M0.04%7,493CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.0M0.04%2,818CommonSOLE
91232N207USOUNITED STS OIL FD LP$1.0M0.04%13,769CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.0M0.04%4,841CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$1.0M0.04%4,618CommonSOLE
852234103XYZBLOCK INC$1.0M0.04%12,189CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$1.0M0.04%27,329CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.0M0.04%11,195CommonSOLE
464288513HYGISHARES TR$1.0M0.04%13,068CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.0M0.04%20,857CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$1.0M0.04%27,539CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.0M0.04%858CommonSOLE
46432F842IEFAISHARES TR$1.0M0.04%14,432CommonSOLE
81752T528CLOZSERIES PORTFOLIOS TR$1.0M0.04%37,530CommonSOLE
889478103TOLTOLL BROTHERS INC$1.0M0.04%8,022CommonSOLE
97717Y477QGRWWISDOMTREE TR$997,4310.04%20,248CommonSOLE
464287515IGVISHARES TR$994,9930.04%9,938CommonSOLE
235851102DHRDANAHER CORPORATION$983,8160.04%4,285CommonSOLE
256677105DGDOLLAR GEN CORP NEW$982,3660.04%12,956CommonSOLE
464288653TLHISHARES TR$977,8810.04%9,824CommonSOLE
G0403H108AONAON PLC$968,6640.04%2,697CommonSOLE
126650100CVSCVS HEALTH CORP$964,4360.04%21,484CommonSOLE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$961,4730.04%15,900CommonSOLE
464288877EFVISHARES TR$955,6030.04%18,212CommonSOLE
609207105MDLZMONDELEZ INTL INC$937,4670.04%15,695CommonSOLE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$936,9390.04%11,941CommonSOLE
33734X135FXOFIRST TR EXCHANGE TRADED FD$931,5770.04%17,210CommonSOLE
001055102AFLAFLAC INC$926,2050.04%8,954CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$925,0680.04%27,104CommonSOLE
95040Q104WELLWELLTOWER INC$924,2760.04%7,333CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$920,9700.04%3,924CommonSOLE
31428X106FDXFEDEX CORP$914,3330.03%3,250CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$912,1690.03%14,376CommonSOLE
29287L205PWRDTCW ETF TRUST$910,8990.03%12,552CommonSOLE
15135B101CNCCENTENE CORP DEL$904,3380.03%14,928CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$898,4750.03%59,541CommonSOLE
464286392URTHISHARES INC$891,7930.03%5,735CommonSOLE
46435G193SUSCISHARES TR$890,3390.03%39,187CommonSOLE
036752103ELVELEVANCE HEALTH INC$890,1750.03%2,413CommonSOLE
055622104BPBP PLC$888,7660.03%30,066CommonSOLE
26884L109EQTEQT CORP$887,5710.03%19,249CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$885,7720.03%20,297CommonSOLE
127097103CTRACOTERRA ENERGY INC$884,8450.03%34,645CommonSOLE
78433H501CSHINEOS ETF TRUST$883,6080.03%17,736CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$882,6360.03%29,490CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$880,3040.03%11,616CommonSOLE
023586100UHALU HAUL HOLDING COMPANY$879,8620.03%12,735CommonSOLE
464287150ITOTISHARES TR$875,7740.03%6,809CommonSOLE
819047101SHAKSHAKE SHACK INC$862,1320.03%6,642CommonSOLE
493267108KEYKEYCORP$856,2710.03%49,957CommonSOLE
46435U218SUSLISHARES TR$856,1870.03%8,309CommonSOLE
217204106CPRTCOPART INC$850,5770.03%14,821CommonSOLE
372460105GPCGENUINE PARTS CO$847,6380.03%7,259CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$844,5420.03%4,736CommonSOLE
464287226AGGISHARES TR$842,2390.03%8,691CommonSOLE
009066101ABNBAIRBNB INC$840,3260.03%6,394CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$831,7600.03%10,825CommonSOLE
871607107SNPSSYNOPSYS INC$828,0240.03%1,706CommonSOLE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$827,0600.03%35,534CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$825,5910.03%9,673CommonSOLE
701094104PHPARKER-HANNIFIN CORP$814,1360.03%1,280CommonSOLE
550021109LULULULULEMON ATHLETICA INC$813,7680.03%2,128CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$812,9280.03%42,898CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$809,6460.03%3,193CommonSOLE
49177J102KVUEKENVUE INC$806,4310.03%37,771CommonSOLE
74164M108PRIPRIMERICA INC$796,6180.03%2,935CommonSOLE
343412102FLRFLUOR CORP NEW$793,1150.03%16,081CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$793,0550.03%7,180CommonSOLE
806857108SLBSCHLUMBERGER LTD$791,4790.03%20,643CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$787,7950.03%8,502CommonSOLE
871829107SYYSYSCO CORP$786,5660.03%10,287CommonSOLE
405552100HLNHALEON PLC$781,8890.03%81,958CommonSOLE
921910840MGVVANGUARD WORLD FD$780,3130.03%6,247CommonSOLE
46434V613IUSBISHARES TR$777,8940.03%17,210CommonSOLE
45409B461IQSUNEW YORK LIFE INVESTMENTS ET$777,8110.03%16,067CommonSOLE
33738R308FTHIFIRST TR EXCHANGE-TRADED FD$768,6080.03%33,030CommonSOLE

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.