MondegarAI
GC Wealth Management RIA, LLC

Q3 2025 · 13F-HR

GC Wealth Management RIA, LLCholdings as filed

Filed 2025-11-13 · accession 0001172661-25-004778

$3.04B
Reported value
848
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · GC Wealth Management RIA, LLC · Q3 2025

AI · grounded in 13F

GC Wealth Management RIA, LLC established a new position in META valued at $296.4M. The fund also initiated new stakes in NVDA for $178.7M and GOOGL for $134.7M. Additional new positions include MSFT at $125.9M and AAPL at $117.8M. Total assets under management stand at $3.04B across 848 positions.

Holdings as filed

First 500 of 848

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMETA PLATFORMS INC$296.4M9.75%403,589CommonSOLE
67066G104NVDANVIDIA CORPORATION$178.7M5.88%957,827CommonSOLE
02079K305GOOGLALPHABET INC$134.7M4.43%554,147CommonSOLE
594918104MSFTMICROSOFT CORP$125.9M4.14%243,041CommonSOLE
037833100AAPLAPPLE INC$117.8M3.88%462,703CommonSOLE
02079K107GOOGALPHABET INC$110.1M3.62%452,111CommonSOLE
023135106AMZNAMAZON COM INC$80.0M2.63%364,398CommonSOLE
009066101ABNBAIRBNB INC$74.4M2.45%612,584CommonSOLE
79466L302CRMSALESFORCE INC$69.2M2.28%292,181CommonSOLE
049468101TEAMATLASSIAN CORPORATION$57.1M1.88%357,281CommonSOLE
11135F101AVGOBROADCOM INC$40.3M1.33%122,103CommonSOLE
79589L106IOTSAMSARA INC$38.0M1.25%1,020,402CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$30.3M1.00%60,177CommonSOLE
92826C839VVISA INC$28.2M0.93%82,542CommonSOLE
25809K105DASHDOORDASH INC$24.1M0.79%88,525CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$23.9M0.79%75,804CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$23.8M0.78%35,670CommonSOLE
46090E103QQQINVESCO QQQ TR$22.9M0.75%38,191CommonSOLE
78463V107GLDSPDR GOLD TR$21.6M0.71%60,802CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$21.1M0.69%72,957CommonSOLE
81762P102NOWSERVICENOW INC$21.1M0.69%22,898CommonSOLE
68389X105ORCLORACLE CORP$20.1M0.66%71,413CommonSOLE
532457108LLYELI LILLY & CO$20.1M0.66%26,298CommonSOLE
88160R101TSLATESLA INC$19.2M0.63%43,162CommonSOLE
464287200IVVISHARES TR$16.7M0.55%24,897CommonSOLE
64110L106NFLXNETFLIX INC$16.6M0.55%13,826CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$15.9M0.52%17,165CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$14.3M0.47%25,188CommonSOLE
00287Y109ABBVABBVIE INC$14.1M0.46%60,727CommonSOLE
040413205ANETARISTA NETWORKS INC$14.0M0.46%95,876CommonSOLE
437076102HDHOME DEPOT INC$13.2M0.43%32,572CommonSOLE
872540109TJXTJX COS INC NEW$12.7M0.42%87,880CommonSOLE
931142103WMTWALMART INC$12.5M0.41%120,935CommonSOLE
922908736VUGVANGUARD INDEX FDS$11.9M0.39%24,811CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$11.7M0.39%54,384CommonSOLE
770700102HOODROBINHOOD MKTS INC$11.7M0.38%81,666CommonSOLE
91680M107UPSTUPSTART HLDGS INC$11.7M0.38%230,072CommonSOLE
922908769VTIVANGUARD INDEX FDS$11.6M0.38%35,419CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$11.3M0.37%15CommonSOLE
45259A886RGEFTIDAL TRUST III$10.6M0.35%360,213CommonSOLE
922908363VOOVANGUARD INDEX FDS$10.5M0.35%17,221CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$10.3M0.34%29,920CommonSOLE
701094104PHPARKER-HANNIFIN CORP$10.1M0.33%13,300CommonSOLE
882508104TXNTEXAS INSTRS INC$9.9M0.33%54,110CommonSOLE
30231G102XOMEXXON MOBIL CORP$9.7M0.32%86,161CommonSOLE
464287309IVWISHARES TR$9.6M0.32%79,576CommonSOLE
464287622IWBISHARES TR$9.6M0.32%26,218CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$9.6M0.32%19,737CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$9.5M0.31%1,751CommonSOLE
166764100CVXCHEVRON CORP NEW$9.3M0.31%60,117CommonSOLE
478160104JNJJOHNSON & JOHNSON$9.3M0.31%50,258CommonSOLE
17275R102CSCOCISCO SYS INC$9.1M0.30%133,348CommonSOLE
75734B100RDDTREDDIT INC$9.0M0.30%39,294CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$9.0M0.30%44,192CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$8.9M0.29%19,993CommonSOLE
002824100ABTABBOTT LABS$8.9M0.29%66,693CommonSOLE
713448108PEPPEPSICO INC$8.7M0.29%62,092CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$8.5M0.28%86,997CommonSOLE
464287507IJHISHARES TR$8.2M0.27%126,025CommonSOLE
G54950103LINLINDE PLC$8.2M0.27%17,294CommonSOLE
060505104BACBANK AMERICA CORP$8.2M0.27%158,585CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$8.1M0.27%29,116CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$8.0M0.26%47,664CommonSOLE
617446448MSMORGAN STANLEY$8.0M0.26%50,290CommonSOLE
26603R106DUOLDUOLINGO INC$8.0M0.26%24,726CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$7.9M0.26%16,040CommonSOLE
74762E102QUREQUANTA SVCS INC$7.9M0.26%18,961CommonSOLE
74340W103PLDPROLOGIS INC.$7.8M0.26%68,328CommonSOLE
H1467J104CBCHUBB LIMITED$7.7M0.25%27,159CommonSOLE
871607107SNPSSYNOPSYS INC$7.4M0.24%14,939CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7.2M0.24%39,687CommonSOLE
512807306LRCXLAM RESEARCH CORP$7.2M0.24%53,647CommonSOLE
G29183103ETNEATON CORP PLC$7.0M0.23%18,818CommonSOLE
82509L107SHOPSHOPIFY INC$6.9M0.23%46,626CommonSOLE
742718109PGPROCTER AND GAMBLE CO$6.9M0.23%44,969CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$6.9M0.23%32,354CommonSOLE
032654105ADIANALOG DEVICES INC$6.7M0.22%27,343CommonSOLE
949746101WMT2WELLS FARGO CO NEW$6.7M0.22%79,837CommonSOLE
75513E101RTXRTX CORPORATION$6.4M0.21%38,464CommonSOLE
833445109SNOWSNOWFLAKE INC$6.3M0.21%27,898CommonSOLE
907818108UNPUNION PAC CORP$6.0M0.20%25,454CommonSOLE
46434V407SHYGISHARES TR$6.0M0.20%137,534CommonSOLE
052769106ADSKAUTODESK INC$5.8M0.19%18,415CommonSOLE
58155Q103MCKMCKESSON CORP$5.8M0.19%7,568CommonSOLE
95040Q104WELLWELLTOWER INC$5.8M0.19%32,712CommonSOLE
172908105CTASCINTAS CORP$5.8M0.19%28,179CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$5.8M0.19%7,234CommonSOLE
09290D101BLKBLACKROCK INC$5.7M0.19%4,916CommonSOLE
461202103INTUINTUIT$5.7M0.19%8,375CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$5.7M0.19%244,294CommonSOLE
464287614IWFISHARES TR$5.7M0.19%12,138CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$5.7M0.19%8,145CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.7M0.19%59,687CommonSOLE
747525103QCOMQUALCOMM INC$5.7M0.19%33,977CommonSOLE
852234103XYZBLOCK INC$5.6M0.19%77,980CommonSOLE
58933Y105MRKMERCK & CO INC$5.6M0.18%66,413CommonSOLE
191216100KOCOCA COLA CO$5.5M0.18%82,745CommonSOLE
872590104TMUST-MOBILE US INC$5.4M0.18%22,647CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$5.4M0.18%140,451CommonSOLE
04342Y104ASANASANA INC$5.4M0.18%404,601CommonSOLE
88339Y102EAGL2023 ETF SERIES TRUST$5.3M0.17%169,543CommonSOLE
580135101MCDMCDONALDS CORP$5.3M0.17%17,436CommonSOLE
48251W104KKRKKR & CO INC$5.2M0.17%39,777CommonSOLE
00724F101ADBEADOBE INC$5.1M0.17%14,576CommonSOLE
369604301GEGE AEROSPACE$5.1M0.17%17,034CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$5.0M0.17%84,241CommonSOLE
46434V621DGROISHARES TR$5.0M0.16%73,367CommonSOLE
235851102DHRDANAHER CORPORATION$5.0M0.16%25,072CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.9M0.16%26,022CommonSOLE
93403J106WRBYWARBY PARKER INC$4.9M0.16%178,597CommonSOLE
254687106DISDISNEY WALT CO$4.9M0.16%42,844CommonSOLE
548661107LOWLOWES COS INC$4.9M0.16%19,472CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.8M0.16%107,003CommonSOLE
743315103PGRPROGRESSIVE CORP$4.7M0.15%18,996CommonSOLE
922908629VOVANGUARD INDEX FDS$4.7M0.15%15,840CommonSOLE
46434G103IEMGISHARES INC$4.6M0.15%70,157CommonSOLE
22052L104CTVACORTEVA INC$4.6M0.15%68,363CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$4.5M0.15%27,509CommonSOLE
29444U700EQIXEQUINIX INC$4.4M0.15%5,652CommonSOLE
97717X552OPPEWISDOMTREE TR$4.4M0.15%90,323CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$4.3M0.14%12,793CommonSOLE
G87052109TELTE CONNECTIVITY PLC$4.3M0.14%19,581CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$4.2M0.14%29,624CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$4.2M0.14%9,884CommonSOLE
65339F101NEENEXTERA ENERGY INC$4.1M0.13%54,111CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$4.1M0.13%40,818CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.0M0.13%63,701CommonSOLE
78409V104SPGIS&P GLOBAL INC$4.0M0.13%8,144CommonSOLE
025816109AXPAMERICAN EXPRESS CO$4.0M0.13%11,907CommonSOLE
038222105AMATAPPLIED MATLS INC$3.9M0.13%18,868CommonSOLE
535219109LINDLINDBLAD EXPEDITIONS HLDGS I$3.8M0.13%297,069CommonSOLE
45259A803RSMCTIDAL TRUST III$3.8M0.13%144,387CommonSOLE
718172109PMPHILIP MORRIS INTL INC$3.7M0.12%23,005CommonSOLE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$3.7M0.12%32,574CommonSOLE
097023105BABOEING CO$3.6M0.12%16,742CommonSOLE
172967424CCITIGROUP INC$3.6M0.12%35,467CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.6M0.12%65,925CommonSOLE
031162100AMGNAMGEN INC$3.6M0.12%12,627CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.6M0.12%1,524CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.6M0.12%21,235CommonSOLE
771049103RBLXROBLOX CORP$3.5M0.11%25,147CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$3.4M0.11%46,816CommonSOLE
438516106HONHONEYWELL INTL INC$3.4M0.11%16,233CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.3M0.11%11,194CommonSOLE
464287804IJRISHARES TR$3.3M0.11%27,562CommonSOLE
922908512VOEVANGUARD INDEX FDS$3.2M0.11%18,508CommonSOLE
452327109ILMNILLUMINA INC$3.2M0.11%33,946CommonSOLE
922908744VTVVANGUARD INDEX FDS$3.2M0.11%17,246CommonSOLE
718546104PSXPHILLIPS 66$3.2M0.11%23,590CommonSOLE
75960P104RELYREMITLY GLOBAL INC$3.1M0.10%193,227CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$3.1M0.10%22,774CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.1M0.10%11,011CommonSOLE
458140100INTCINTEL CORP$3.1M0.10%92,439CommonSOLE
464287655IWMISHARES TR$3.0M0.10%12,546CommonSOLE
46435G516ESGDISHARES TR$3.0M0.10%32,329CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$3.0M0.10%90,092CommonSOLE
922908751VBVANGUARD INDEX FDS$2.9M0.10%11,580CommonSOLE
90384S303ULTAULTA BEAUTY INC$2.9M0.09%5,258CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.9M0.09%65,155CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$2.9M0.09%14,836CommonSOLE
149123101CATCATERPILLAR INC$2.8M0.09%5,906CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$2.8M0.09%5,588CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$2.8M0.09%48,394CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.8M0.09%29,045CommonSOLE
902973304USBUS BANCORP DEL$2.8M0.09%57,169CommonSOLE
482480100KLACKLA CORP$2.7M0.09%2,536CommonSOLE
092528843HIMUBLACKROCK ETF TRUST II$2.7M0.09%55,282CommonSOLE
032095101APHAMPHENOL CORP NEW$2.7M0.09%21,936CommonSOLE
464288687PFFISHARES TR$2.7M0.09%85,771CommonSOLE
36828A101GEVGE VERNOVA INC$2.7M0.09%4,369CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$2.7M0.09%52,744CommonSOLE
842587107SOSOUTHERN CO$2.6M0.09%27,947CommonSOLE
92204A702VGTVANGUARD WORLD FD$2.6M0.09%3,547CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.6M0.09%10,723CommonSOLE
46431W507NEARISHARES U S ETF TR$2.6M0.09%51,467CommonSOLE
00206R102TAT&T INC$2.6M0.09%93,081CommonSOLE
25400W102APPSDIGITAL TURBINE INC$2.6M0.09%406,139CommonSOLE
464287515IGVISHARES TR$2.6M0.09%22,474CommonSOLE
86771W105RUNSUNRUN INC$2.6M0.08%149,050CommonSOLE
464287606IJKISHARES TR$2.6M0.08%26,789CommonSOLE
23331A109DHID R HORTON INC$2.5M0.08%14,865CommonSOLE
922908538VOTVANGUARD INDEX FDS$2.5M0.08%8,572CommonSOLE
22822V101CCICROWN CASTLE INC$2.5M0.08%26,082CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2.5M0.08%25,575CommonSOLE
046353108AZNNASTRAZENECA PLC$2.5M0.08%32,525CommonSOLE
253868103DLRDIGITAL RLTY TR INC$2.5M0.08%14,393CommonSOLE
22978P106CUE1EURCUE BIOPHARMA INC$2.5M0.08%3,431,644CommonSOLE
46432F339QUALISHARES TR$2.4M0.08%12,514CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.4M0.08%5,312CommonSOLE
464287432TLTISHARES TR$2.4M0.08%27,084CommonSOLE
244199105DEDEERE & CO$2.4M0.08%5,287CommonSOLE
92189F676SMHVANECK ETF TRUST$2.4M0.08%7,341CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.4M0.08%6,994CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$2.4M0.08%23,864CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$2.4M0.08%24,679CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.4M0.08%21,312CommonSOLE
23804L103DDOGDATADOG INC$2.3M0.08%16,163CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2.2M0.07%15,780CommonSOLE
311900104FASTFASTENAL CO$2.2M0.07%45,604CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.2M0.07%7,367CommonSOLE
92840M102VSTVISTRA CORP$2.2M0.07%11,278CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$2.2M0.07%43,922CommonSOLE
09260D107BXBLACKSTONE INC$2.2M0.07%12,849CommonSOLE
N07059210ASMLASML HOLDING N V$2.2M0.07%2,234CommonSOLE
922908553VNQVANGUARD INDEX FDS$2.1M0.07%23,454CommonSOLE
863667101SYKSTRYKER CORPORATION$2.1M0.07%5,697CommonSOLE
126650100CVSCVS HEALTH CORP$2.1M0.07%27,627CommonSOLE
02072L532BSVOEA SERIES TRUST$2.1M0.07%90,597CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.0M0.07%10,202CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$2.0M0.07%10,630CommonSOLE
03831W108APPAPPLOVIN CORP$2.0M0.07%2,776CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.0M0.06%29,147CommonSOLE
46429B697USMVISHARES TR$2.0M0.06%20,518CommonSOLE
74348A467NOBLPROSHARES TR$2.0M0.06%18,930CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.9M0.06%71,036CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.9M0.06%3,883CommonSOLE
291011104EMREMERSON ELEC CO$1.9M0.06%14,516CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.9M0.06%5,737CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.9M0.06%60,001CommonSOLE
278865100ECLECOLAB INC$1.9M0.06%6,873CommonSOLE
06738E204BCSBARCLAYS PLC$1.9M0.06%90,565CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.9M0.06%5,392CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$1.9M0.06%6,000CommonSOLE
464287705IJJISHARES TR$1.8M0.06%14,154CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.8M0.06%16,856CommonSOLE
G6683N103NUNU HLDGS LTD$1.8M0.06%111,985CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.8M0.06%6,324CommonSOLE
922908595VBKVANGUARD INDEX FDS$1.8M0.06%5,984CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.8M0.06%4,159CommonSOLE
98978V103ZTSZOETIS INC$1.7M0.06%11,939CommonSOLE
72201R833MINTPIMCO ETF TR$1.7M0.06%17,229CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.7M0.06%9,674CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.7M0.06%13,953CommonSOLE
464287689IWVISHARES TR$1.7M0.06%4,548CommonSOLE
855244109SBUXSTARBUCKS CORP$1.7M0.06%20,312CommonSOLE
717081103PFEPFIZER INC$1.7M0.06%67,239CommonSOLE
969457100WMBWILLIAMS COS INC$1.7M0.06%27,038CommonSOLE
256163106DOCUDOCUSIGN INC$1.7M0.06%23,565CommonSOLE
464288257ACWIISHARES TR$1.7M0.05%11,936CommonSOLE
231021106CMICUMMINS INC$1.6M0.05%3,890CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.6M0.05%57,964CommonSOLE
20825C104COPCONOCOPHILLIPS$1.6M0.05%17,118CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.6M0.05%4,599CommonSOLE
001055102AFLAFLAC INC$1.6M0.05%14,446CommonSOLE
615369105MCOMOODYS CORP$1.6M0.05%3,313CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.6M0.05%5,067CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.6M0.05%1,190CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1.6M0.05%2,558CommonSOLE
704326107PAYXPAYCHEX INC$1.5M0.05%12,180CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$1.5M0.05%11,399CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1.5M0.05%12,263CommonSOLE
464287465EFAISHARES TR$1.5M0.05%15,763CommonSOLE
219350105GLWCORNING INC$1.5M0.05%17,902CommonSOLE
020002101ALLALLSTATE CORP$1.5M0.05%6,837CommonSOLE
45168D104IDXXIDEXX LABS INC$1.5M0.05%2,290CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$1.5M0.05%12,973CommonSOLE
803054204SAPSAP SE$1.5M0.05%5,453CommonSOLE
34959J108FTVFORTIVE CORP$1.5M0.05%29,655CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.4M0.05%22,513CommonSOLE
297178105ESSESSEX PPTY TR INC$1.4M0.05%5,381CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.4M0.05%6,489CommonSOLE
443201108HWMHOWMET AEROSPACE INC$1.4M0.05%7,280CommonSOLE
00768Y560CWSADVISORSHARES TR$1.4M0.05%20,768CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.4M0.05%5,102CommonSOLE
126408103CSXCSX CORP$1.4M0.05%39,407CommonSOLE
02209S103MOALTRIA GROUP INC$1.4M0.05%21,105CommonSOLE
04010L103ARCCARES CAPITAL CORP$1.4M0.05%67,610CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.4M0.04%2,782CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.4M0.04%34,801CommonSOLE
143658300CCL1EURCARNIVAL CORP$1.4M0.04%46,998CommonSOLE
464288356CMFISHARES TR$1.3M0.04%23,167CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.3M0.04%3,332CommonSOLE
835699307SONYSONY GROUP CORP$1.3M0.04%44,654CommonSOLE
745867101PHMPULTE GROUP INC$1.3M0.04%9,705CommonSOLE
37045V100GMGENERAL MTRS CO$1.3M0.04%20,737CommonSOLE
031100100AMEAMETEK INC$1.3M0.04%6,713CommonSOLE
651639106NEMNEWMONT CORP$1.3M0.04%14,944CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.2M0.04%6,153CommonSOLE
526057104LENLENNAR CORP$1.2M0.04%9,824CommonSOLE
49427F108KRCKILROY RLTY CORP$1.2M0.04%29,105CommonSOLE
464287101OEFISHARES TR$1.2M0.04%3,666CommonSOLE
464287242LQDISHARES TR$1.2M0.04%10,912CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$1.2M0.04%13,645CommonSOLE
464288877EFVISHARES TR$1.2M0.04%17,894CommonSOLE
90138F102TWLOTWILIO INC$1.2M0.04%12,073CommonSOLE
756109104OREALTY INCOME CORP$1.2M0.04%19,733CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$1.2M0.04%6,206CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.2M0.04%25,355CommonSOLE
654106103NKENIKE INC$1.2M0.04%16,566CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$1.2M0.04%32,625CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.2M0.04%4,879CommonSOLE
12572Q105CMECME GROUP INC$1.1M0.04%4,243CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$1.1M0.04%19,028CommonSOLE
34959E109FTNTFORTINET INC$1.1M0.04%13,471CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.1M0.04%46,109CommonSOLE
92337R101VERAVERA THERAPEUTICS INC$1.1M0.04%38,885CommonSOLE
205887102CAGCONAGRA BRANDS INC$1.1M0.04%61,512CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$1.1M0.04%1,223CommonSOLE
670100205NVONOVO-NORDISK A S$1.1M0.04%20,267CommonSOLE
88579Y101MMM3M CO$1.1M0.04%7,216CommonSOLE
922475108VEEVVEEVA SYS INC$1.1M0.04%3,752CommonSOLE
35137L105FOXAFOX CORP$1.1M0.04%17,700CommonSOLE
46284V101IRMIRON MTN INC DEL$1.1M0.04%10,938CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.1M0.04%10,228CommonSOLE
125523100CITHE CIGNA GROUP$1.1M0.04%3,853CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.1M0.04%16,492CommonSOLE
26210C104DBXDROPBOX INC$1.1M0.04%36,570CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1.1M0.04%5,165CommonSOLE
053332102AZOAUTOZONE INC$1.1M0.04%255CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.1M0.04%13,667CommonSOLE
466313103JBLJABIL INC$1.1M0.04%4,933CommonSOLE
285512109EAELECTRONIC ARTS INC$1.1M0.04%5,304CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$1.1M0.04%14,619CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.1M0.04%1,693CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.1M0.04%4,090CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$1.1M0.03%7,490CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.1M0.03%4,029CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$1.0M0.03%42,283CommonSOLE
565394103CARTMAPLEBEAR INC$1.0M0.03%28,411CommonSOLE
78468R788SPYDSPDR SERIES TRUST$1.0M0.03%23,538CommonSOLE
74340E103PGNYPROGYNY INC$1.0M0.03%48,085CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.0M0.03%4,432CommonSOLE
98419M100XYLXYLEM INC$1.0M0.03%6,859CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.0M0.03%3,704CommonSOLE
025072364AVIVAMERICAN CENTY ETF TR$1.0M0.03%14,930CommonSOLE
81730H109SSENTINELONE INC$1.0M0.03%56,953CommonSOLE
880770102TERTERADYNE INC$1.0M0.03%7,279CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.0M0.03%3,978CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$994,6780.03%12,790CommonSOLE
049560105ATOATMOS ENERGY CORP$987,4470.03%5,783CommonSOLE
98389B100XELXCEL ENERGY INC$987,2370.03%12,241CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$979,8710.03%89,814CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$978,3920.03%30,661CommonSOLE
751212101RLRALPH LAUREN CORP$975,1720.03%3,110CommonSOLE
278642103EBAYEBAY INC.$973,1650.03%10,700CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$968,4750.03%2,993CommonSOLE
H2906T109GRMNGARMIN LTD$962,4740.03%3,909CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$961,7360.03%3,149CommonSOLE
30161N101EXCEXELON CORP$961,4590.03%21,361CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$961,4430.03%12,907CommonSOLE
09073M104TECHBIO-TECHNE CORP$958,2270.03%17,225CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$957,7280.03%2,964CommonSOLE
56585A102MPCMARATHON PETE CORP$957,3400.03%4,967CommonSOLE
G0403H108AONAON PLC$956,3480.03%2,682CommonSOLE
98138H101WDAYWORKDAY INC$956,1800.03%3,972CommonSOLE
103304101BYDBOYD GAMING CORP$954,5810.03%11,042CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$954,2470.03%11,424CommonSOLE
055622104BPBP PLC$948,2020.03%27,516CommonSOLE
91913Y100VLOVALERO ENERGY CORP$947,3270.03%5,564CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$946,0550.03%59,351CommonSOLE
770323103RHIROBERT HALF INC.$938,0520.03%27,606CommonSOLE
876030107TPRTAPESTRY INC$933,8390.03%8,248CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$931,1250.03%35,310CommonSOLE
55261F104MTBM & T BK CORP$926,0480.03%4,686CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$920,8810.03%6,616CommonSOLE
46436E163IBMRISHARES TR$915,0720.03%35,843CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$914,3360.03%4,015CommonSOLE
46435U325IBMQISHARES TR$913,7580.03%35,638CommonSOLE
46435U432ISHARES TR$912,5750.03%34,064CommonSOLE
46435U283IBMPISHARES TR$912,4890.03%35,819CommonSOLE
46435U259IBMOISHARES TR$911,6230.03%35,527CommonSOLE
464287150ITOTISHARES TR$908,5010.03%6,238CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$905,1570.03%53,182CommonSOLE
501044101KRKROGER CO$904,7770.03%13,422CommonSOLE
26875P101EOGEOG RES INC$902,2290.03%8,047CommonSOLE
81141R100SESEA LTD$901,8710.03%5,046CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$900,2040.03%11,694CommonSOLE
90353W103UIUBIQUITI INC$897,7280.03%1,359CommonSOLE
209115104EDCONSOLIDATED EDISON INC$896,1360.03%8,915CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$891,3480.03%21,112CommonSOLE
46438G687IBMSISHARES TR$890,9710.03%34,163CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$888,2750.03%13,244CommonSOLE
693718108PCARPACCAR INC$885,1750.03%9,003CommonSOLE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$881,8600.03%17,555CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$881,5960.03%4,607CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$879,8300.03%7,076CommonSOLE
46432F842IEFAISHARES TR$877,8150.03%10,054CommonSOLE
46434V100SLQDISHARES TR$877,6820.03%17,267CommonSOLE
46187W107INVHINVITATION HOMES INC$874,5030.03%29,816CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$871,4410.03%1,487CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$868,0400.03%11,904CommonSOLE
631103108NDAQNASDAQ INC$858,0540.03%9,701CommonSOLE
665859104NTRSNORTHERN TR CORP$857,4020.03%6,370CommonSOLE
37637K108GTLBGITLAB INC$856,2500.03%18,994CommonSOLE
857477103STTSTATE STR CORP$854,8780.03%7,369CommonSOLE
46435G268SMMDISHARES TR$849,9590.03%11,528CommonSOLE
574599106MASMASCO CORP$849,6070.03%12,070CommonSOLE
902494103TSNTYSON FOODS INC$848,5460.03%15,627CommonSOLE
911363109URIUNITED RENTALS INC$844,8740.03%885CommonSOLE
172062101CINFCINCINNATI FINL CORP$844,5700.03%5,342CommonSOLE
464287598IWDISHARES TR$842,0480.03%4,136CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$837,1320.03%10,472CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$835,4630.03%5,538CommonSOLE
682189105ONON SEMICONDUCTOR CORP$829,6900.03%16,826CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$827,4950.03%4,347CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$809,7380.03%9,815CommonSOLE
74767V109QSQUANTUMSCAPE CORP$808,0560.03%65,589CommonSOLE
464288646IGSBISHARES TR$803,4050.03%15,150CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$803,1420.03%5,986CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$802,5960.03%4,151CommonSOLE
172755100CRUSCIRRUS LOGIC INC$801,3550.03%6,396CommonSOLE
83304A106SNAPSNAP INC$798,2010.03%103,528CommonSOLE
31428X106FDXFEDEX CORP$796,5660.03%3,378CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$794,3390.03%11,180CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$793,2620.03%29,100CommonSOLE
427866108HSYHERSHEY CO$788,6030.03%4,216CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$783,1460.03%9,397CommonSOLE
464285204IAUISHARES GOLD TR$780,5310.03%10,726CommonSOLE
25243Q205DEODIAGEO PLC$780,5220.03%8,179CommonSOLE
866674104SUISUN CMNTYS INC$779,6760.03%6,044CommonSOLE
45687V106IRINGERSOLL RAND INC$779,2720.03%9,432CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$777,7590.03%4,116CommonSOLE
443573100HUBSHUBSPOT INC$770,9340.03%1,648CommonSOLE
92343E102VRSNVERISIGN INC$770,4950.03%2,756CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$766,7030.03%12,834CommonSOLE
37733W204GSKGSK PLC$766,6510.03%17,763CommonSOLE
921910873MGCVANGUARD WORLD FD$759,1200.02%3,110CommonSOLE
09290C723BDYNBLACKROCK ETF TRUST$757,3510.02%29,923CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$754,9290.02%9,691CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$753,3770.02%6,852CommonSOLE
025072349AVLVAMERICAN CENTY ETF TR$751,7570.02%10,404CommonSOLE
90364P105PATHUIPATH INC$751,0600.02%56,133CommonSOLE
891092108TTCTORO CO$750,9510.02%9,855CommonSOLE
422806109HEIHEICO CORP NEW$750,2340.02%2,324CommonSOLE
74435K204PUKPRUDENTIAL PLC$745,0380.02%26,618CommonSOLE
247361702DALDELTA AIR LINES INC DEL$740,4170.02%13,047CommonSOLE
76680R206RNGRINGCENTRAL INC$737,6340.02%26,028CommonSOLE
337738108FISVFISERV INC$736,5770.02%5,713CommonSOLE
831865209AOSSMITH A O CORP$734,6870.02%10,008CommonSOLE
64110D104NTAPNETAPP INC$734,2150.02%6,198CommonSOLE
464288620USIGISHARES TR$729,6700.02%13,973CommonSOLE
89151E109TTENTOTALENERGIES SE$722,7860.02%12,109CommonSOLE
670346105NUENUCOR CORP$720,0810.02%5,317CommonSOLE
231561101CWCURTISS WRIGHT CORP$718,3100.02%1,323CommonSOLE
075887109BDXBECTON DICKINSON & CO$717,0480.02%3,831CommonSOLE
345370860FFORD MTR CO$716,6550.02%59,921CommonSOLE
87612E106TGTTARGET CORP$716,2810.02%7,985CommonSOLE
925652109VICIVICI PPTYS INC$714,7140.02%21,917CommonSOLE
260003108DOVDOVER CORP$712,6980.02%4,272CommonSOLE
60937P106MDBMONGODB INC$711,7010.02%2,293CommonSOLE
46435G425ESGUISHARES TR$708,7810.02%4,868CommonSOLE
59156R108METMETLIFE INC$708,1350.02%8,597CommonSOLE
69351T106PPLPPL CORP$706,7090.02%19,018CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$702,0220.02%16,491CommonSOLE
761152107RMDRESMED INC$701,8440.02%2,564CommonSOLE
268150109DTDYNATRACE INC$698,6490.02%14,420CommonSOLE
80105N105SNYSANOFI SA$695,9640.02%14,745CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$694,9490.02%21,840CommonSOLE
78464A409SPYGSPDR SERIES TRUST$692,8380.02%6,629CommonSOLE
125269100CFCF INDS HLDGS INC$691,2280.02%7,706CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$682,5940.02%11,451CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$682,2370.02%53,425CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$681,5460.02%8,637CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$681,3070.02%9,272CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$681,0300.02%2,625CommonSOLE
315616102FFIVF5 INC$678,6990.02%2,100CommonSOLE
101121101BXPBXP INC$676,5690.02%9,101CommonSOLE
969904101WSMWILLIAMS SONOMA INC$675,7000.02%3,457CommonSOLE
45784P101PODDINSULET CORP$675,5010.02%2,188CommonSOLE
456837103INGING GROEP N.V.$675,2110.02%25,890CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$673,4310.02%12,668CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$673,4040.02%4,304CommonSOLE
228368106CCKCROWN HLDGS INC$672,4600.02%6,962CommonSOLE
D18190898DBDEUTSCHE BANK A G$671,3030.02%18,958CommonSOLE
72352L106PINSPINTEREST INC$661,9940.02%20,578CommonSOLE
780259305SHELSHELL PLC$661,7960.02%9,252CommonSOLE
759530108RELXRELX PLC$660,7600.02%13,835CommonSOLE
12504L109CBRECBRE GROUP INC$660,6490.02%4,193CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$659,8000.02%12,248CommonSOLE
53656G498MAGSLISTED FDS TR$657,7450.02%10,141CommonSOLE
858119100STLDSTEEL DYNAMICS INC$656,5760.02%4,709CommonSOLE
370334104GISGENERAL MLS INC$656,1150.02%13,013CommonSOLE
896239100TRMBTRIMBLE INC$655,8130.02%8,032CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$655,6640.02%1,898CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$651,6420.02%56,176CommonSOLE
03073E105CORCENCORA INC$650,6870.02%2,082CommonSOLE
256677105DGDOLLAR GEN CORP NEW$650,2780.02%6,292CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$650,2100.02%13,563CommonSOLE
46138K103FXEINVESCO CURRENCYSHARES EURO$649,5700.02%5,994CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$644,4450.02%5,021CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$644,0690.02%7,588CommonSOLE
942622200WSOWATSCO INC$642,4330.02%1,589CommonSOLE
25746U109DDOMINION ENERGY INC$640,5720.02%10,472CommonSOLE
05464C101AXONAXON ENTERPRISE INC$640,1350.02%892CommonSOLE
444859102HUMHUMANA INC$637,6770.02%2,451CommonSOLE
368736104GNRCGENERAC HLDGS INC$635,9530.02%3,799CommonSOLE
66987V109NVSNOVARTIS AG$635,4290.02%4,955CommonSOLE
49446R109KIMKIMCO RLTY CORP$628,9960.02%28,787CommonSOLE
615394202MOG/AMOOG INC$625,0870.02%3,010CommonSOLE
30040W108ESEVERSOURCE ENERGY$624,8940.02%8,784CommonSOLE
26884U109EPREPR PPTYS$624,1300.02%10,759CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$620,9640.02%3,232CommonSOLE
29414B104EPAMEPAM SYS INC$615,0720.02%4,079CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$614,5610.02%1,093CommonSOLE
679295105OKTAOKTA INC$612,7390.02%6,682CommonSOLE
833034101SNASNAP ON INC$610,2390.02%1,761CommonSOLE
88162G103TTEKTETRA TECH INC NEW$607,8500.02%18,210CommonSOLE
629377508NRGNRG ENERGY INC$602,4540.02%3,720CommonSOLE
04626A103ALABASTERA LABS INC$601,6930.02%3,073CommonSOLE
277276101EGPEASTGROUP PPTYS INC$599,1800.02%3,540CommonSOLE

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.