MondegarAI
INTEGRITY ALLIANCE, LLC.

Q4 2025 · 13F-HR

INTEGRITY ALLIANCE, LLC.holdings as filed

Filed 2026-02-09 · accession 0001172661-26-000545

$2.74B
Reported value
785
Positions
2025-12-31
Period end
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The Brief · INTEGRITY ALLIANCE, LLC. · Q4 2025

AI · grounded in 13F

INTEGRITY ALLIANCE, LLC. significantly increased its position in GIS by 8,374.89%. The fund also established a new position in PULS valued at $12.23M and grew its holding in SCHD by 755.59%. Conversely, the fund trimmed several holdings, most notably reducing its position in IGIB by 95.09%.

Holdings as filed

First 500 of 785

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$122.9M4.48%179,434CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$95.2M3.47%2,403,802CommonNONE
370334104GISGENERAL MLS INC$75.6M2.76%1,625,748CommonNONE
78464A854SPYMSPDR SERIES TRUST$67.8M2.47%844,830CommonNONE
46090E103QQQINVESCO QQQ TR$65.8M2.40%107,031CommonNONE
037833100AAPLAPPLE INC$59.3M2.16%218,185CommonNONE
922908744VTVVANGUARD INDEX FDS$45.9M1.67%240,263CommonNONE
67066G104NVDANVIDIA CORPORATION$45.8M1.67%245,822CommonNONE
25434V567DGCBDIMENSIONAL ETF TRUST$42.6M1.55%785,250CommonNONE
023135106AMZNAMAZON COM INC$38.9M1.42%168,409CommonNONE
46434V613IUSBISHARES TR$37.4M1.36%803,996CommonNONE
464288877EFVISHARES TR$37.3M1.36%521,893CommonNONE
464287309IVWISHARES TR$32.9M1.20%266,979CommonNONE
922908363VOOVANGUARD INDEX FDS$32.3M1.18%51,476CommonNONE
464287408IVEISHARES TR$32.3M1.18%152,207CommonNONE
594918104MSFTMICROSOFT CORP$31.8M1.16%65,719CommonNONE
25434V583DFGPDIMENSIONAL ETF TRUST$30.6M1.12%566,175CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$30.3M1.11%63,127CommonNONE
97717Y527USFRWISDOMTREE TR$30.3M1.10%601,563CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$27.9M1.02%458,160CommonNONE
09290C780BAIBLACKROCK ETF TRUST$26.3M0.96%788,337CommonNONE
464288588MBBISHARES TR$25.2M0.92%265,045CommonNONE
78468R663BILSPDR SERIES TRUST$25.2M0.92%276,031CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$23.8M0.87%47,375CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$23.4M0.85%616,043CommonNONE
46434G103IEMGISHARES INC$23.3M0.85%347,229CommonNONE
464287226AGGISHARES TR$23.0M0.84%230,512CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$22.9M0.84%664,687CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$22.9M0.84%696,249CommonNONE
78464A375SPIBSPDR SERIES TRUST$22.7M0.83%670,162CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$22.0M0.80%32,279CommonNONE
02079K305GOOGLALPHABET INC$21.8M0.80%69,704CommonNONE
464287101OEFISHARES TR$19.5M0.71%56,854CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$19.1M0.70%397,427CommonNONE
464287432TLTISHARES TR$18.9M0.69%216,834CommonNONE
46434V290SMLFISHARES TR$18.0M0.66%239,900CommonNONE
464287465EFAISHARES TR$17.9M0.65%186,262CommonNONE
97717W588EPSWISDOMTREE TR$17.9M0.65%252,271CommonNONE
931142103WMTWALMART INC$17.5M0.64%156,764CommonNONE
46432F339QUALISHARES TR$16.8M0.61%84,822CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$16.7M0.61%392,781CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$15.4M0.56%473,529CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$15.3M0.56%128,312CommonNONE
922908736VUGVANGUARD INDEX FDS$15.2M0.55%31,057CommonNONE
78464A409SPYGSPDR SERIES TRUST$14.8M0.54%139,162CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$14.6M0.53%16,909CommonNONE
11135F101AVGOBROADCOM INC$14.4M0.53%41,701CommonNONE
46429B267GOVTISHARES TR$14.2M0.52%617,932CommonNONE
464288653TLHISHARES TR$13.4M0.49%131,986CommonNONE
25434V575DFGXDIMENSIONAL ETF TRUST$13.4M0.49%253,845CommonNONE
66538H591SECTNORTHERN LTS FD TR IV$13.0M0.47%201,707CommonNONE
30303M102METAMETA PLATFORMS INC$12.7M0.46%19,233CommonNONE
69344A107PULSPGIM ETF TR$12.2M0.45%246,684CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$12.2M0.45%445,522CommonNONE
78463V107GLDSPDR GOLD TR$12.0M0.44%30,301CommonNONE
922908629VOVANGUARD INDEX FDS$11.9M0.43%40,976CommonNONE
09290C806THROBLACKROCK ETF TRUST$11.8M0.43%305,200CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$11.8M0.43%53,531CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$11.6M0.42%272,473CommonNONE
78468R804LGLVSPDR SERIES TRUST$11.1M0.40%63,141CommonNONE
02079K107GOOGALPHABET INC$11.1M0.40%35,224CommonNONE
237194105DRIDARDEN RESTAURANTS INC$11.0M0.40%59,837CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$10.6M0.39%32,981CommonNONE
922908769VTIVANGUARD INDEX FDS$10.6M0.39%31,611CommonNONE
30231G102XOMEXXON MOBIL CORP$10.6M0.39%87,962CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$10.5M0.38%316,648CommonNONE
46435U861DIVBISHARES TR$10.3M0.38%193,915CommonNONE
88160R101TSLATESLA INC$10.2M0.37%22,654CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$10.1M0.37%70,073CommonNONE
92826C839VVISA INC$10.0M0.36%28,513CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$10.0M0.36%197,512CommonNONE
149123101CATCATERPILLAR INC$9.8M0.36%17,054CommonNONE
46435G326IDEVISHARES TR$9.5M0.35%115,336CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$9.3M0.34%52,488CommonNONE
78468R200FLRNSPDR SERIES TRUST$9.3M0.34%302,821CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$9.2M0.34%197,454CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$9.2M0.34%241,914CommonNONE
46436E718SGOVISHARES TR$9.1M0.33%90,500CommonNONE
464288885EFGISHARES TR$9.0M0.33%79,069CommonNONE
532457108LLYELI LILLY & CO$8.9M0.32%8,290CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$8.5M0.31%93,233CommonNONE
46435G672IAGGISHARES TR$8.3M0.30%165,851CommonNONE
78464A474SPSBSPDR SERIES TRUST$8.1M0.30%269,639CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$7.9M0.29%137,504CommonNONE
922908637VVVANGUARD INDEX FDS$7.7M0.28%24,356CommonNONE
437076102HDHOME DEPOT INC$7.6M0.28%22,176CommonNONE
922020805VTIPVANGUARD MALVERN FDS$7.6M0.28%154,049CommonNONE
98149E303GLDMWORLD GOLD TR$7.6M0.28%88,961CommonNONE
092528603BINCBLACKROCK ETF TRUST II$7.5M0.27%141,860CommonNONE
46431W507NEARISHARES U S ETF TR$7.4M0.27%145,743CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$7.4M0.27%270,675CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$7.1M0.26%224,009CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$7.0M0.25%48,282CommonNONE
464288760ITAISHARES TR$6.9M0.25%31,914CommonNONE
92204A207VDCVANGUARD WORLD FD$6.8M0.25%32,365CommonNONE
57636Q104MAMASTERCARD INCORPORATED$6.8M0.25%11,878CommonNONE
907818108UNPUNION PAC CORP$6.7M0.25%29,043CommonNONE
464287663IUSVISHARES TR$6.5M0.24%63,366CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$6.4M0.23%96,681CommonNONE
464287721IYWISHARES TR$6.3M0.23%31,742CommonNONE
72201R833MINTPIMCO ETF TR$6.3M0.23%62,960CommonNONE
75513E101RTXRTX CORPORATION$6.3M0.23%34,331CommonNONE
478160104JNJJOHNSON & JOHNSON$6.0M0.22%28,845CommonNONE
922908595VBKVANGUARD INDEX FDS$5.9M0.22%19,533CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$5.9M0.21%21,346CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$5.9M0.21%98,999CommonNONE
922908538VOTVANGUARD INDEX FDS$5.8M0.21%20,785CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$5.7M0.21%131,295CommonNONE
00287Y109ABBVABBVIE INC$5.7M0.21%24,985CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$5.6M0.20%95,648CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$5.6M0.20%231,186CommonNONE
97717W851DXJWISDOMTREE TR$5.4M0.20%37,682CommonNONE
922908611VBRVANGUARD INDEX FDS$5.3M0.19%24,829CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.2M0.19%17,512CommonNONE
46434V407SHYGISHARES TR$5.2M0.19%120,206CommonNONE
166764100CVXCHEVRON CORP NEW$5.0M0.18%33,019CommonNONE
46434V621DGROISHARES TR$5.0M0.18%71,972CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4.9M0.18%78,760CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$4.6M0.17%65,823CommonNONE
17275R102CSCOCISCO SYS INC$4.6M0.17%59,106CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$4.4M0.16%74,000CommonNONE
921910816MGKVANGUARD WORLD FD$4.4M0.16%10,701CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$4.3M0.16%333,371CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$4.3M0.16%9,630CommonNONE
147528103CASYCASEYS GEN STORES INC$4.3M0.16%7,728CommonNONE
091941104BGTBLACKROCK FLOATING RATE INC$4.2M0.15%371,982CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$4.2M0.15%91,617CommonNONE
78464A508SPYVSPDR SERIES TRUST$4.2M0.15%73,744CommonNONE
244199105DEDEERE & CO$4.1M0.15%8,892CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$4.1M0.15%4,705CommonNONE
808524763FNDASCHWAB STRATEGIC TR$4.0M0.14%125,473CommonNONE
464288281EMBISHARES TR$3.9M0.14%40,649CommonNONE
743315103PGRPROGRESSIVE CORP$3.8M0.14%16,641CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$3.7M0.14%110,721CommonNONE
82509L107SHOPSHOPIFY INC$3.7M0.14%23,068CommonNONE
219350105GLWCORNING INC$3.7M0.13%42,251CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$3.7M0.13%114,931CommonNONE
25434V658DFGRDIMENSIONAL ETF TRUST$3.7M0.13%139,297CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$3.7M0.13%26,396CommonNONE
92189F676SMHVANECK ETF TRUST$3.6M0.13%9,982CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.6M0.13%24,959CommonNONE
25434V757DEHPDIMENSIONAL ETF TRUST$3.6M0.13%110,638CommonNONE
92204A702VGTVANGUARD WORLD FD$3.5M0.13%4,703CommonNONE
46431W812IGBHISHARES U S ETF TR$3.5M0.13%143,823CommonNONE
031162100AMGNAMGEN INC$3.5M0.13%10,765CommonNONE
46432F834IXUSISHARES TR$3.5M0.13%41,243CommonNONE
464287598IWDISHARES TR$3.4M0.12%16,292CommonNONE
191216100KOCOCA COLA CO$3.4M0.12%48,761CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3.2M0.12%6,705CommonNONE
922908512VOEVANGUARD INDEX FDS$3.1M0.11%17,734CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.1M0.11%9,524CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$3.1M0.11%30,233CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$3.1M0.11%36,930CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$3.1M0.11%89,814CommonNONE
69374H857CALFPACER FDS TR$3.0M0.11%68,496CommonNONE
921937819BIVVANGUARD BD INDEX FDS$3.0M0.11%38,887CommonNONE
595112103MUMICRON TECHNOLOGY INC$3.0M0.11%10,425CommonNONE
464287150ITOTISHARES TR$3.0M0.11%19,863CommonNONE
713448108PEPPEPSICO INC$2.9M0.11%20,511CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2.9M0.11%13,641CommonNONE
46434V860TFLOISHARES TR$2.9M0.11%57,820CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$2.9M0.11%124,602CommonNONE
46432F396MTUMISHARES TR$2.9M0.10%11,397CommonNONE
85521B775RHRXSTARBOARD INVT TR$2.8M0.10%154,649CommonNONE
369604301GEGE AEROSPACE$2.8M0.10%9,198CommonNONE
717081103PFEPFIZER INC$2.8M0.10%113,598CommonNONE
46429B663HDVISHARES TR$2.8M0.10%23,001CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$2.8M0.10%49,283CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$2.8M0.10%114,364CommonNONE
902973304USBUS BANCORP DEL$2.6M0.10%49,262CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$2.6M0.10%23,059CommonNONE
580135101MCDMCDONALDS CORP$2.6M0.09%8,494CommonNONE
64110L106NFLXNETFLIX INC$2.6M0.09%27,449CommonNONE
00206R102TAT&T INC$2.6M0.09%102,942CommonNONE
92189F106GDXVANECK ETF TRUST$2.5M0.09%29,585CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$2.5M0.09%27,076CommonNONE
46432F842IEFAISHARES TR$2.5M0.09%27,987CommonNONE
33740U208FJULFIRST TR EXCHNG TRADED FD VI$2.5M0.09%44,593CommonNONE
46434G764EMXCISHARES INC$2.4M0.09%33,649CommonNONE
464287481IWPISHARES TR$2.4M0.09%17,777CommonNONE
88160R101TSLATESLA INC$2.4M0.09%5,400CALLNONE
464287440IEFISHARES TR$2.4M0.09%25,220CommonNONE
H2906T109GRMNGARMIN LTD$2.4M0.09%11,923CommonNONE
464287457SHYISHARES TR$2.4M0.09%28,951CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$2.4M0.09%53,126CommonNONE
682680103OKEONEOK INC NEW$2.4M0.09%32,018CommonNONE
58933Y105MRKMERCK & CO INC$2.3M0.09%22,219CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.3M0.08%14,437CommonNONE
808524706SCHESCHWAB STRATEGIC TR$2.3M0.08%70,080CommonNONE
33738D820SDVDFIRST TR EXCH TRADED FD III$2.3M0.08%106,304CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.2M0.08%4,794CommonNONE
66538H179BUYWNORTHERN LTS FD TR IV$2.2M0.08%154,385CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$2.2M0.08%15,052CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.2M0.08%53,607CommonNONE
126650100CVSCVS HEALTH CORP$2.2M0.08%27,198CommonNONE
92189F437ANGLVANECK ETF TRUST$2.2M0.08%73,439CommonNONE
68389X105ORCLORACLE CORP$2.1M0.08%11,004CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$2.1M0.08%5,505CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.1M0.08%6,944CommonNONE
46429B655FLOTISHARES TR$2.1M0.08%41,047CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.1M0.08%13,428CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$2.1M0.08%41,258CommonNONE
452308109ITWILLINOIS TOOL WKS INC$2.1M0.08%8,355CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.1M0.07%5,547CommonNONE
060505104BACBANK AMERICA CORP$2.0M0.07%37,092CommonNONE
231021106CMICUMMINS INC$2.0M0.07%3,972CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.0M0.07%37,376CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.0M0.07%37,403CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$2.0M0.07%44,548CommonNONE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$2.0M0.07%27,475CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$2.0M0.07%51,057CommonNONE
548661107LOWLOWES COS INC$1.9M0.07%7,941CommonNONE
69374H436QDPLPACER FDS TR$1.9M0.07%44,599CommonNONE
G29183103ETNEATON CORP PLC$1.9M0.07%5,897CommonNONE
464287655IWMISHARES TR$1.9M0.07%7,620CommonNONE
46429B697USMVISHARES TR$1.9M0.07%19,879CommonNONE
464287507IJHISHARES TR$1.9M0.07%28,344CommonNONE
69374H105PTLCPACER FDS TR$1.9M0.07%33,612CommonNONE
46137V639IGPTINVESCO EXCHANGE TRADED FD T$1.9M0.07%31,267CommonNONE
34959E109FTNTFORTINET INC$1.8M0.07%23,085CommonNONE
038222105AMATAPPLIED MATLS INC$1.8M0.07%7,130CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.8M0.07%5,115CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$1.8M0.07%44,887CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.8M0.07%36,185CommonNONE
02209S103MOALTRIA GROUP INC$1.8M0.07%31,087CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.8M0.07%19,232CommonNONE
922908751VBVANGUARD INDEX FDS$1.8M0.06%6,866CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$1.8M0.06%18,010CommonNONE
H1467J104CBCHUBB LIMITED$1.8M0.06%5,671CommonNONE
05464T104AXSMAXSOME THERAPEUTICS INC$1.8M0.06%9,605CommonNONE
88579Y101MMM3M CO$1.8M0.06%10,933CommonNONE
09290D101BLKBLACKROCK INC$1.7M0.06%1,624CommonNONE
97717W547WTVWISDOMTREE TR$1.7M0.06%18,443CommonNONE
882508104TXNTEXAS INSTRS INC$1.7M0.06%9,907CommonNONE
85521B742AGOXSTARBOARD INVT TR$1.7M0.06%60,085CommonNONE
254687106DISDISNEY WALT CO$1.7M0.06%15,067CommonNONE
78464A763SDYSPDR SERIES TRUST$1.7M0.06%11,994CommonNONE
94106L109WMWASTE MGMT INC DEL$1.6M0.06%7,469CommonNONE
87612E106TGTTARGET CORP$1.6M0.06%16,730CommonNONE
808524698SCHISCHWAB STRATEGIC TR$1.6M0.06%70,044CommonNONE
87151X101SYMSYMBOTIC INC$1.6M0.06%27,036CommonNONE
863667101SYKSTRYKER CORPORATION$1.6M0.06%4,566CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$1.6M0.06%21,573CommonNONE
31428X106FDXFEDEX CORP$1.6M0.06%5,519CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$1.6M0.06%47,408CommonNONE
26923G822PFFAETFIS SER TR I$1.6M0.06%72,996CommonNONE
494368103KMBKIMBERLY-CLARK CORP$1.6M0.06%15,489CommonNONE
65339F101NEENEXTERA ENERGY INC$1.6M0.06%19,403CommonNONE
46435U796SYSBISHARES TR$1.5M0.06%17,211CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$1.5M0.06%15,419CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.5M0.06%28,106CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.5M0.06%68,431CommonNONE
92189F429PFXFVANECK ETF TRUST$1.5M0.05%84,629CommonNONE
617446448MSMORGAN STANLEY$1.5M0.05%8,413CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.5M0.05%14,941CommonNONE
74933W486UTWORBB FD INC$1.5M0.05%30,280CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$1.5M0.05%80,597CommonNONE
03073E105CORCENCORA INC$1.4M0.05%4,276CommonNONE
464287804IJRISHARES TR$1.4M0.05%11,984CommonNONE
464287887IJTISHARES TR$1.4M0.05%10,184CommonNONE
756158101UTGREAVES UTIL INCOME FD$1.4M0.05%38,533CommonNONE
33739P855FPEIFIRST TR EXCH TRADED FD III$1.4M0.05%72,611CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.4M0.05%11,723CommonNONE
464287614IWFISHARES TR$1.4M0.05%2,941CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.4M0.05%18,711CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$1.4M0.05%7,977CommonNONE
594918104MSFTMICROSOFT CORP$1.4M0.05%2,800CALLNONE
002824100ABTABBOTT LABS$1.4M0.05%10,775CommonNONE
87283Q503TSPAT ROWE PRICE ETF INC$1.3M0.05%31,004CommonNONE
744320102PRUPRUDENTIAL FINL INC$1.3M0.05%11,719CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.3M0.05%13,120CommonNONE
921909768VXUSVANGUARD STAR FDS$1.3M0.05%17,099CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.3M0.05%16,475CommonNONE
512807306LRCXLAM RESEARCH CORP$1.3M0.05%7,421CommonNONE
651639106NEMNEWMONT CORP$1.3M0.05%12,696CommonNONE
14021D107CGBLCAPITAL GROUP CORE BALANCED$1.3M0.05%35,850CommonNONE
46428Q109SLVISHARES SILVER TR$1.3M0.05%19,629CommonNONE
85521B759RHTXSTARBOARD INVT TR$1.3M0.05%67,581CommonNONE
097023105BABOEING CO$1.3M0.05%5,771CommonNONE
30034W106EVRGEVERGY INC$1.2M0.05%17,163CommonNONE
45782C326BMAYINNOVATOR ETFS TRUST$1.2M0.05%27,647CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.2M0.04%2,122CommonNONE
458140100INTCINTEL CORP$1.2M0.04%33,265CommonNONE
464288562REZISHARES TR$1.2M0.04%14,731CommonNONE
78464A631XARSPDR SERIES TRUST$1.2M0.04%5,023CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$1.2M0.04%10,082CommonNONE
889478103TOLTOLL BROTHERS INC$1.2M0.04%8,803CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$1.2M0.04%6,411CommonNONE
36828A101GEVGE VERNOVA INC$1.2M0.04%1,775CommonNONE
46434V803HEFAISHARES TR$1.1M0.04%26,864CommonNONE
464288794IAIISHARES TR$1.1M0.04%6,189CommonNONE
747525103QCOMQUALCOMM INC$1.1M0.04%6,480CommonNONE
69344A834PAAAPGIM ETF TR$1.1M0.04%21,528CommonNONE
69374H881COWZPACER FDS TR$1.1M0.04%18,270CommonNONE
464285204IAUISHARES GOLD TR$1.1M0.04%13,521CommonNONE
58733R102MELIMERCADOLIBRE INC$1.1M0.04%539CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.1M0.04%4,007CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$1.1M0.04%23,323CommonNONE
92840M102VSTVISTRA CORP$1.1M0.04%6,612CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$1.1M0.04%22,706CommonNONE
97717X511AGGYWISDOMTREE TR$1.1M0.04%24,084CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.1M0.04%10,661CommonNONE
464287648IWOISHARES TR$1.1M0.04%3,265CommonNONE
92189F486FLTRVANECK ETF TRUST$1.0M0.04%41,107CommonNONE
46429B747STIPISHARES TR$1.0M0.04%10,205CommonNONE
670346105NUENUCOR CORP$1.0M0.04%6,387CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.0M0.04%6,380CommonNONE
46435G102ICVTISHARES TR$1.0M0.04%10,515CommonNONE
464287523SOXXISHARES TR$1.0M0.04%3,438CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$1.0M0.04%19,328CommonNONE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$1.0M0.04%19,650CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1.0M0.04%17,206CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.0M0.04%2,977CommonNONE
464287168DVYISHARES TR$994,7660.04%7,048CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$990,3300.04%3,000CALLNONE
25434V500DFASDIMENSIONAL ETF TRUST$978,8170.04%14,049CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$972,2160.04%14,222CommonNONE
911363109URIUNITED RENTALS INC$969,9040.04%1,198CommonNONE
381430230GSSTGOLDMAN SACHS ETF TR$964,5550.04%19,111CommonNONE
670100205NVONOVO-NORDISK A S$963,1580.04%18,930CommonNONE
95040Q104WELLWELLTOWER INC$954,0260.03%5,139CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$953,4560.03%10,808CommonNONE
464287242LQDISHARES TR$946,4060.03%8,588CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$942,9050.03%33,389CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$941,1630.03%13,172CommonNONE
26922A420QTUMETF SER SOLUTIONS$939,7860.03%8,570CommonNONE
33740F748FMAYFIRST TR EXCHNG TRADED FD VI$936,9790.03%17,530CommonNONE
745867101PHMPULTE GROUP INC$936,8850.03%7,989CommonNONE
67066G104NVDANVIDIA CORPORATION$932,5000.03%5,000PUTNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$922,5040.03%7,925CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$917,4360.03%7,827CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$909,7620.03%1,595CommonNONE
285512109EAELECTRONIC ARTS INC$907,8380.03%4,443CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$905,5930.03%10,656CommonNONE
53656F599HEGDLISTED FDS TR$904,0310.03%35,860CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$903,7900.03%4,718CommonNONE
020002101ALLALLSTATE CORP$902,3170.03%4,334CommonNONE
311900104FASTFASTENAL CO$891,0580.03%22,204CommonNONE
902494103TSNTYSON FOODS INC$888,6530.03%15,159CommonNONE
922475108VEEVVEEVA SYS INC$885,5530.03%3,967CommonNONE
189054109CLXCLOROX CO DEL$883,2400.03%8,759CommonNONE
931142103WMTWALMART INC$868,9980.03%7,800PUTNONE
922020755VPLSVANGUARD MALVERN FDS$868,5610.03%11,119CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$868,4990.03%5,309CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$868,4810.03%14,884CommonNONE
595112103MUMICRON TECHNOLOGY INC$856,2300.03%3,000CALLNONE
92537N108VRTVERTIV HOLDINGS CO$856,0640.03%5,284CommonNONE
79466L302CRMSALESFORCE INC$853,0180.03%3,220CommonNONE
316092873FCOMFIDELITY COVINGTON TRUST$848,2950.03%11,576CommonNONE
46138E222IDMOINVESCO EXCH TRADED FD TR II$843,6080.03%15,181CommonNONE
842587107SOSOUTHERN CO$839,4540.03%9,626CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$836,6080.03%5,341CommonNONE
45782C664BSEPINNOVATOR ETFS TRUST$824,3960.03%16,739CommonNONE
518439104ELLAUDER ESTEE COS INC$815,5590.03%7,788CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$813,3740.03%3,970CommonNONE
00791R830EDGFADVISORS INNER CIRCLE FD II$810,8920.03%32,896CommonNONE
056752108BIDUBAIDU INC$810,4840.03%6,203CommonNONE
46137V217RFGINVESCO EXCHANGE TRADED FD T$809,8630.03%15,445CommonNONE
13321L108CCJCAMECO CORP$806,3930.03%8,814CommonNONE
45783Y541TJULINNOVATOR ETFS TRUST$805,6170.03%27,226CommonNONE
872540109TJXTJX COS INC NEW$805,5480.03%5,244CommonNONE
69374H303PTNQPACER FDS TR$804,9680.03%10,234CommonNONE
697435105PANWPALO ALTO NETWORKS INC$803,1120.03%4,360CommonNONE
464288828IHFISHARES TR$797,3560.03%16,631CommonNONE
92189F684RTHVANECK ETF TRUST$778,2540.03%3,119CommonNONE
90384S303ULTAULTA BEAUTY INC$773,8080.03%1,279CommonNONE
92189F353HYEMVANECK ETF TRUST$773,0680.03%38,867CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$768,1950.03%21,434CommonNONE
46138G656RDIVINVESCO EXCH TRADED FD TR II$763,1150.03%14,664CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,8000.03%1CommonNONE
00214Q401ARKWARK ETF TR$750,3000.03%5,078CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$737,8870.03%15,062CommonNONE
35473P595FLBLFRANKLIN TEMPLETON ETF TR$737,1450.03%31,475CommonNONE
438516106HONHONEYWELL INTL INC$728,5920.03%3,734CommonNONE
78464A870XBISPDR SERIES TRUST$723,3150.03%5,932CommonNONE
370334104GISGENERAL MLS INC$720,7500.03%15,500CALLNONE
81369Y704XLISELECT SECTOR SPDR TR$714,6100.03%4,606CommonNONE
98389B100XELXCEL ENERGY INC$712,1470.03%9,641CommonNONE
381430123GSUSGOLDMAN SACHS ETF TR$697,5220.03%7,389CommonNONE
11135F101AVGOBROADCOM INC$692,2000.03%2,000CALLNONE
464288513HYGISHARES TR$687,0890.03%8,521CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$684,3710.02%26,141CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$679,7150.02%4,442CommonNONE
92204A603VISVANGUARD WORLD FD$678,5160.02%2,274CommonNONE
46436E320HYGWISHARES TR$678,4190.02%22,720CommonNONE
464288679SHVISHARES TR$678,2560.02%6,157CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$673,0460.02%59,879CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$671,6700.02%7,463CommonNONE
G5960L103MDTMEDTRONIC PLC$671,2140.02%6,987CommonNONE
464287234EEMISHARES TR$665,2740.02%12,160CommonNONE
35086T109FCPTFOUR CORNERS PPTY TR INC$663,6900.02%28,781CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$662,7420.02%27,195CommonNONE
291011104EMREMERSON ELEC CO$656,7800.02%4,948CommonNONE
92189F643MOATVANECK ETF TRUST$653,4640.02%6,310CommonNONE
78464A698KRESPDR SERIES TRUST$653,0900.02%10,077CommonNONE
302635206FSKFS KKR CAP CORP$643,9830.02%43,483CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$643,1160.02%13,968CommonNONE
969457100WMBWILLIAMS COS INC$642,0100.02%10,680CommonNONE
464288414MUBISHARES TR$641,2220.02%5,986CommonNONE
38149W101GCORGOLDMAN SACHS ETF TR$638,6610.02%15,382CommonNONE
046353108AZNNASTRAZENECA PLC$638,1280.02%6,941CommonNONE
172908105CTASCINTAS CORP$635,5470.02%3,379CommonNONE
00123Q104AGNCAGNC INVT CORP$635,1850.02%59,252CommonNONE
345370860FFORD MTR CO$629,0790.02%47,948CommonNONE
02079K107GOOGALPHABET INC$627,6000.02%2,000CALLNONE
132061300FYLDCAMBRIA ETF TR$620,6540.02%19,102CommonNONE
37960A669SDIVGLOBAL X FDS$618,1480.02%25,724CommonNONE
824348106SHWSHERWIN WILLIAMS CO$608,5960.02%1,878CommonNONE
257651109DCIDONALDSON INC$607,1440.02%6,848CommonNONE
66538R730LGHNORTHERN LTS FD TR III$606,3140.02%9,784CommonNONE
97717W604DESWISDOMTREE TR$597,6180.02%17,866CommonNONE
632307104NTRANATERA INC$596,3210.02%2,603CommonNONE
74624M102PPURE STORAGE INC$590,8940.02%8,818CommonNONE
009158106APDAIR PRODS & CHEMS INC$590,1310.02%2,389CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$589,9460.02%6,468CommonNONE
78464A755XMESPDR SERIES TRUST$589,9120.02%5,693CommonNONE
042068205ARMARM HOLDINGS PLC$588,4160.02%5,383CommonNONE
46641Q449BBCBJ P MORGAN EXCHANGE TRADED F$587,8620.02%12,832CommonNONE
756109104OREALTY INCOME CORP$586,3880.02%10,402CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$584,9990.02%2,312CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$583,4640.02%5,699CommonNONE
33740U687GNOVFIRST TR EXCHNG TRADED FD VI$582,6130.02%14,668CommonNONE
37954Y632AIQGLOBAL X FDS$579,9340.02%11,402CommonNONE
46435G219IGEBISHARES TR$578,7630.02%12,675CommonNONE
92204A306VDEVANGUARD WORLD FD$574,7990.02%4,564CommonNONE
92204A876VPUVANGUARD WORLD FD$572,0000.02%3,091CommonNONE
92204A504VHTVANGUARD WORLD FD$568,9060.02%1,976CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$563,1390.02%2,019CommonNONE
11271J107BNBROOKFIELD CORP$560,1190.02%12,205CommonNONE
464287176TIPISHARES TR$559,5520.02%5,091CommonNONE
45782C557BDECINNOVATOR ETFS TRUST$558,1450.02%11,262CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$557,2980.02%984CommonNONE
464287473IWSISHARES TR$556,3010.02%3,944CommonNONE
29273V100ETENERGY TRANSFER L P$555,5710.02%33,691CommonNONE
74348A467NOBLPROSHARES TR$551,6140.02%5,300CommonNONE
701094104PHPARKER-HANNIFIN CORP$548,6880.02%624CommonNONE
418056107HASHASBRO INC$548,0060.02%6,683CommonNONE
883203101TXTTEXTRON INC$546,2940.02%6,267CommonNONE
49456B101KMIKINDER MORGAN INC DEL$545,4650.02%19,842CommonNONE
03831W108APPAPPLOVIN CORP$545,1200.02%809CommonNONE
92204A884VOXVANGUARD WORLD FD$544,1670.02%2,810CommonNONE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$542,3730.02%16,673CommonNONE
00791R301ARPADVISORS INNER CIRCLE FD II$539,8850.02%17,877CommonNONE
81762P102NOWSERVICENOW INC$539,2290.02%3,520CommonNONE
110448107BTIBRITISH AMERN TOB PLC$533,4740.02%9,422CommonNONE
16679L109CHWYCHEWY INC$533,4270.02%16,140CommonNONE
74348A541HYHGPROSHARES TR$533,1030.02%8,278CommonNONE
33939L506TDTTFLEXSHARES TR$532,7850.02%22,144CommonNONE
37045V100GMGENERAL MTRS CO$530,2880.02%6,521CommonNONE
78468R622JNKSPDR SERIES TRUST$529,6000.02%5,448CommonNONE
92189F692PPHVANECK ETF TRUST$526,2700.02%5,101CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$524,7900.02%6,226CommonNONE
75734B100RDDTREDDIT INC$520,4260.02%2,264CommonNONE
464287630IWNISHARES TR$519,8910.02%2,869CommonNONE
29250N105ENBENBRIDGE INC$519,5860.02%10,855CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$512,4070.02%2,280CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$512,3320.02%11,554CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$511,5480.02%1,998CommonNONE
33738D788FTCBFIRST TR EXCHANGE-TRADED FD$507,9470.02%23,925CommonNONE
375558103GILDGILEAD SCIENCES INC$502,6600.02%4,095CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$501,3500.02%5,258CommonNONE
032108409DIVOAMPLIFY ETF TR$500,3140.02%11,243CommonNONE
609207105MDLZMONDELEZ INTL INC$498,4790.02%9,260CommonNONE
172967424CCITIGROUP INC$497,1330.02%4,260CommonNONE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$493,7780.02%10,403CommonNONE
45687V106IRINGERSOLL RAND INC$491,6390.02%6,206CommonNONE
33738R811FTXLFIRST TR EXCHANGE TRADED FD$491,4000.02%3,793CommonNONE
381430479GIGBGOLDMAN SACHS ETF TR$490,9900.02%10,616CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$490,4130.02%4,165CommonNONE
464288687PFFISHARES TR$489,9190.02%15,824CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$488,2670.02%6,836CommonNONE
871829107SYYSYSCO CORP$487,8740.02%6,620CommonNONE
001055102AFLAFLAC INC$480,8060.02%4,360CommonNONE
301505475NUKZEXCHANGE TRADED CONCEPTS TRU$475,8690.02%7,494CommonNONE
26923N744FEPIETF OPPORTUNITIES TRUST$475,3990.02%10,436CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$474,3990.02%9,507CommonNONE
464287689IWVISHARES TR$473,8910.02%1,225CommonNONE
06849F108BBARRICK MNG CORP$473,3010.02%10,868CommonNONE
69374H360COWGPACER FDS TR$473,2220.02%13,440CommonNONE
20030N101CMCSACOMCAST CORP NEW$471,2750.02%15,766CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$470,2120.02%5,754CommonNONE
20825C104COPCONOCOPHILLIPS$470,0170.02%5,021CommonNONE
47215P106JDJD.COM INC$469,9910.02%16,376CommonNONE
125523100CITHE CIGNA GROUP$469,9230.02%1,707CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$468,7690.02%5,837CommonNONE
67061W104NAZNUVEEN ARIZONA QLTY MUN INC$462,7260.02%38,950CommonNONE
69374H428FLRTPACER FDS TR$461,6140.02%9,793CommonNONE
87283Q206TEQIT ROWE PRICE ETF INC$459,5320.02%10,173CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$459,4930.02%1,470CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$459,4380.02%5,762CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$457,8220.02%3,760CommonNONE
46434V381XTISHARES TR$452,6130.02%6,490CommonNONE
15102K100CELCCELCUITY INC$451,0240.02%4,522CommonNONE
01881G106ABALLIANCEBERNSTEIN HLDG L P$450,5240.02%11,708CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$450,1270.02%8,518CommonNONE
922908553VNQVANGUARD INDEX FDS$446,5210.02%5,046CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$443,1300.02%9,993CommonNONE
464286103EWAISHARES INC$442,8210.02%16,908CommonNONE
97717Y543WTAIWISDOMTREE TR$441,6120.02%15,154CommonNONE
45782C789BJULINNOVATOR ETFS TRUST$441,3330.02%8,694CommonNONE

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.