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B. Riley Wealth Advisors, Inc.

Q2 2024 · 13F-HR

B. Riley Wealth Advisors, Inc.holdings as filed

Filed 2024-08-19 · accession 0001213900-24-070419

$3.93B
Reported value
1,379
Positions
2024-06-30
Period end
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Holdings as filed

First 500 of 1379

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$198.2M5.04%940,854CommonNONE
67066G104NVDANVIDIA CORPORATION$169.5M4.32%1,372,392CommonNONE
594918104MSFTMICROSOFT CORP$123.8M3.15%277,069CommonNONE
464287200IVVISHARES TR$116.6M2.97%213,006CommonNONE
023135106AMZNAMAZON COM INC$93.0M2.37%481,044CommonNONE
922908736VUGVANGUARD INDEX FDS$82.3M2.10%219,786CommonNONE
922908744VTVVANGUARD INDEX FDS$62.6M1.59%387,854CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$45.8M1.16%83,805CommonNONE
30303M102METAMETA PLATFORMS INC$38.9M0.99%77,176CommonNONE
742718109PGPROCTER AND GAMBLE CO$37.7M0.96%228,596CommonNONE
02079K305GOOGLALPHABET INC$36.1M0.92%198,435CommonNONE
532457108LLYELI LILLY & CO$34.6M0.88%38,230CommonNONE
922908363VOOVANGUARD INDEX FDS$34.3M0.87%68,352CommonNONE
30231G102XOMEXXON MOBIL CORP$34.2M0.87%297,478CommonNONE
46434V613IUSBISHARES TR$32.3M0.82%713,718CommonNONE
02079K107GOOGALPHABET INC$31.3M0.80%170,539CommonNONE
11135F101AVGOBROADCOM INC$30.7M0.78%19,134CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$28.7M0.73%70,572CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$28.6M0.73%141,404CommonNONE
437076102HDHOME DEPOT INC$26.6M0.68%77,355CommonNONE
464287309IVWISHARES TR$25.2M0.64%272,073CommonNONE
464288885EFGISHARES TR$25.0M0.64%244,612CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$23.1M0.59%27,223CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$21.7M0.55%382,633CommonNONE
46432F339QUALISHARES TR$21.7M0.55%126,853CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$21.6M0.55%42,340CommonNONE
00287Y109ABBVABBVIE INC$19.1M0.48%111,069CommonNONE
697435105PANWPALO ALTO NETWORKS INC$19.0M0.48%56,095CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$19.0M0.48%383,974CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$18.5M0.47%637,477CommonNONE
58933Y105MRKMERCK & CO INC$18.4M0.47%148,059CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$18.4M0.47%81,230CommonNONE
166764100CVXCHEVRON CORP NEW$17.6M0.45%112,796CommonNONE
931142103WMTWALMART INC$17.5M0.45%258,248CommonNONE
478160104JNJJOHNSON & JOHNSON$17.1M0.44%117,250CommonNONE
353469109FCFRANKLIN COVEY CO$17.0M0.43%447,948CommonNONE
92826C839VVISA INC$16.8M0.43%63,936CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$16.6M0.42%95,857CommonNONE
97717W430HYZDWISDOMTREE TR$16.5M0.42%754,298CommonNONE
74347R248CSMPROSHARES TR$16.4M0.42%264,187CommonNONE
78463V107GLDSPDR GOLD TR$16.4M0.42%76,332CommonNONE
74933W452TBILRBB FD INC$16.0M0.41%320,099CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$15.7M0.40%107,935CommonNONE
88160R101TSLATESLA INC$14.9M0.38%75,545CommonNONE
580135101MCDMCDONALDS CORP$14.9M0.38%58,352CommonNONE
92204A702VGTVANGUARD WORLD FD$14.8M0.38%25,679CommonNONE
69374H881COWZPACER FDS TR$14.8M0.38%269,498CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$14.4M0.37%307,292CommonNONE
78468R663BILSPDR SER TR$14.1M0.36%153,990CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$14.0M0.36%192,727CommonNONE
72201R775BONDPIMCO ETF TR$14.0M0.36%153,780CommonNONE
149123101CATCATERPILLAR INC$13.9M0.35%41,668CommonNONE
78464A359CWBSPDR SER TR$13.4M0.34%186,394CommonNONE
57636Q104MAMASTERCARD INCORPORATED$13.4M0.34%30,365CommonNONE
65339F101NEENEXTERA ENERGY INC$13.3M0.34%188,244CommonNONE
922908769VTIVANGUARD INDEX FDS$12.8M0.33%47,583CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$12.7M0.32%69,125CommonNONE
46434G103IEMGISHARES INC$12.6M0.32%234,637CommonNONE
031162100AMGNAMGEN INC$12.5M0.32%40,127CommonNONE
713448108PEPPEPSICO INC$12.3M0.31%74,612CommonNONE
464287408IVEISHARES TR$12.2M0.31%66,884CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$12.1M0.31%133,159CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$12.1M0.31%21,812CommonNONE
922908751VBVANGUARD INDEX FDS$12.0M0.31%54,842CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$11.9M0.30%214,102CommonNONE
922908629VOVANGUARD INDEX FDS$11.6M0.30%47,693CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$11.2M0.28%271,086CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$11.0M0.28%142,617CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$11.0M0.28%226,064CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$11.0M0.28%168,202CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$11.0M0.28%90,067CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$10.9M0.28%172,590CommonNONE
92189H607OIHVANECK ETF TRUST$10.9M0.28%34,428CommonNONE
512807108LRCXEURLAM RESEARCH CORP$10.9M0.28%10,183CommonNONE
464287481IWPISHARES TR$10.7M0.27%96,742CommonNONE
464287721IYWISHARES TR$10.7M0.27%70,890CommonNONE
89834G729APUETRUST FOR PROFESSIONAL MANAG$10.5M0.27%316,286CommonNONE
09260D107BXBLACKSTONE INC$10.5M0.27%85,166CommonNONE
29273V100ETENERGY TRANSFER L P$10.3M0.26%634,624CommonNONE
717081103PFEPFIZER INC$10.2M0.26%365,151CommonNONE
464285204IAUISHARES GOLD TR$10.1M0.26%230,864CommonNONE
747525103QCOMQUALCOMM INC$9.9M0.25%49,945CommonNONE
922908595VBKVANGUARD INDEX FDS$9.7M0.25%38,668CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$9.6M0.25%59,482CommonNONE
464289438IWYISHARES TR$9.6M0.25%44,923CommonNONE
64110L106NFLXNETFLIX INC$9.5M0.24%14,098CommonNONE
438516106HONHONEYWELL INTL INC$9.3M0.24%43,747CommonNONE
060505104BACBANK AMERICA CORP$9.1M0.23%228,168CommonNONE
78464A409SPYGSPDR SER TR$9.1M0.23%113,177CommonNONE
464288679SHVISHARES TR$9.0M0.23%81,546CommonNONE
921937835BNDVANGUARD BD INDEX FDS$8.7M0.22%121,173CommonNONE
G29183103ETNEATON CORP PLC$8.7M0.22%27,609CommonNONE
191216100KOCOCA COLA CO$8.6M0.22%134,203CommonNONE
670100205NVONOVO-NORDISK A S$8.5M0.22%59,506CommonNONE
921937827BSVVANGUARD BD INDEX FDS$8.5M0.22%110,334CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$8.3M0.21%18,425CommonNONE
863667101SYKSTRYKER CORPORATION$8.3M0.21%24,396CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$8.2M0.21%170,337CommonNONE
00724F101ADBEADOBE INC$8.1M0.21%14,600CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$8.1M0.21%118,653CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$8.0M0.20%127,232CommonNONE
46432F842IEFAISHARES TR$7.9M0.20%108,633CommonNONE
464287226AGGISHARES TR$7.9M0.20%81,288CommonNONE
464287614IWFISHARES TR$7.7M0.20%21,198CommonNONE
464288588MBBISHARES TR$7.7M0.20%84,004CommonNONE
17275R102CSCOCISCO SYS INC$7.6M0.19%160,055CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$7.6M0.19%75,602CommonNONE
872540109TJXTJX COS INC NEW$7.5M0.19%68,294CommonNONE
00206R102TAT&T INC$7.5M0.19%393,155CommonNONE
539830109LMTLOCKHEED MARTIN CORP$7.5M0.19%16,043CommonNONE
79466L302CRMSALESFORCE INC$7.3M0.19%28,582CommonNONE
74347B425SH1USDPROSHARES TR$7.2M0.18%624,511CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$7.2M0.18%165,096CommonNONE
464288810IHIISHARES TR$7.1M0.18%126,481CommonNONE
244199105DEDEERE & CO$7.1M0.18%18,863CommonNONE
464288877EFVISHARES TR$7.0M0.18%132,260CommonNONE
45409B800MNAINDEXIQ ETF TR$7.0M0.18%221,701CommonNONE
969457100WMBWILLIAMS COS INC$7.0M0.18%164,360CommonNONE
68389X105ORCLORACLE CORP$7.0M0.18%49,428CommonNONE
46434V621DGROISHARES TR$7.0M0.18%121,134CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$6.9M0.18%168,864CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$6.8M0.17%105,949CommonNONE
921937793BLVVANGUARD BD INDEX FDS$6.8M0.17%96,910CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$6.8M0.17%163,095CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$6.7M0.17%133,233CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$6.5M0.17%17,024CommonNONE
88339J105TTDTHE TRADE DESK INC$6.5M0.16%66,151CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$6.4M0.16%7,856CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$6.4M0.16%38,976CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$6.4M0.16%26,652CommonNONE
464287499IWRISHARES TR$6.1M0.16%75,283CommonNONE
002824100ABTABBOTT LABS$6.1M0.16%58,722CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$6.1M0.16%79,531CommonNONE
464287507IJHISHARES TR$6.1M0.15%103,470CommonNONE
92189F676SMHVANECK ETF TRUST$6.0M0.15%23,153CommonNONE
N07059210ASMLASML HOLDING N V$5.9M0.15%5,813CommonNONE
47804J842JHSCJOHN HANCOCK EXCHANGE TRADED$5.9M0.15%159,562CommonNONE
422704106HLHECLA MNG CO$5.9M0.15%1,212,146CommonNONE
94106L109WMWASTE MGMT INC DEL$5.9M0.15%27,487CommonNONE
260557103DOWDOW INC$5.9M0.15%110,432CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$5.8M0.15%33,348CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$5.8M0.15%23,451CommonNONE
101507101STEWSRH TOTAL RETURN FUND INC$5.8M0.15%397,270CommonNONE
33735B108FNXFIRST TR MID CAP CORE ALPHAD$5.8M0.15%53,104CommonNONE
842587107SOSOUTHERN CO$5.7M0.15%73,720CommonNONE
46429B747STIPISHARES TR$5.7M0.15%57,464CommonNONE
92189F643MOATVANECK ETF TRUST$5.7M0.14%65,754CommonNONE
464287804IJRISHARES TR$5.7M0.14%53,289CommonNONE
464287465EFAISHARES TR$5.7M0.14%72,180CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$5.6M0.14%28,814CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$5.6M0.14%55,867CommonNONE
907818108UNPUNION PAC CORP$5.5M0.14%24,166CommonNONE
682680103OKEONEOK INC NEW$5.5M0.14%66,945CommonNONE
464287622IWBISHARES TR$5.4M0.14%18,293CommonNONE
464287432TLTISHARES TR$5.4M0.14%59,019CommonNONE
882508104TXNTEXAS INSTRS INC$5.4M0.14%27,814CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$5.4M0.14%61,357CommonNONE
922908553VNQVANGUARD INDEX FDS$5.3M0.13%62,000CommonNONE
921937819BIVVANGUARD BD INDEX FDS$5.2M0.13%69,552CommonNONE
46434G764EMXCISHARES INC$5.2M0.13%87,367CommonNONE
922908611VBRVANGUARD INDEX FDS$5.1M0.13%27,932CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$5.1M0.13%107,883CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$5.1M0.13%12,941CommonNONE
97717X578XSOEWISDOMTREE TR$5.1M0.13%165,605CommonNONE
254687106DISDISNEY WALT CO$5.1M0.13%50,955CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$5.0M0.13%122,056CommonNONE
06738C778DJPBARCLAYS BANK PLC$5.0M0.13%154,950CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$4.9M0.12%26,717CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4.9M0.12%10,389CommonNONE
345370860FFORD MTR CO DEL$4.7M0.12%378,003CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$4.6M0.12%15,246CommonNONE
038169207APLDAPPLIED DIGITAL CORP$4.6M0.12%774,655CommonNONE
89834G737APIETRUST FOR PROFESSIONAL MANAG$4.6M0.12%161,154CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$4.5M0.12%322,488CommonNONE
872590104TMUST-MOBILE US INC$4.5M0.11%25,284CommonNONE
464288687PFFISHARES TR$4.4M0.11%141,007CommonNONE
20825C104COPCONOCOPHILLIPS$4.4M0.11%38,834CommonNONE
053332102AZOAUTOZONE INC$4.4M0.11%1,485CommonNONE
78464A375SPIBSPDR SER TR$4.4M0.11%134,922CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$4.4M0.11%143,337CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$4.3M0.11%94,509CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.3M0.11%169,389CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$4.3M0.11%50,028CommonNONE
092528603BINCBLACKROCK ETF TRUST II$4.2M0.11%81,072CommonNONE
651639106NEMNEWMONT CORP$4.2M0.11%100,884CommonNONE
855244109SBUXSTARBUCKS CORP$4.2M0.11%54,207CommonNONE
291011104EMREMERSON ELEC CO$4.2M0.11%38,063CommonNONE
097023105BABOEING CO$4.2M0.11%22,916CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$4.2M0.11%68,982CommonNONE
697900108PAASPAN AMERN SILVER CORP$4.2M0.11%209,234CommonNONE
G54950103LINLINDE PLC$4.1M0.11%9,437CommonNONE
126408103CSXCSX CORP$4.1M0.11%123,347CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$4.1M0.10%34,442CommonNONE
548661107LOWLOWES COS INC$4.0M0.10%18,133CommonNONE
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464287655IWMISHARES TR$4.0M0.10%19,635CommonNONE
025816109AXPAMERICAN EXPRESS CO$4.0M0.10%17,195CommonNONE
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81762P102NOWSERVICENOW INC$3.9M0.10%4,964CommonNONE
46435G425ESGUISHARES TR$3.8M0.10%32,053CommonNONE
20030N101CMCSACOMCAST CORP NEW$3.8M0.10%96,554CommonNONE
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92206C813VCLTVANGUARD SCOTTSDALE FDS$3.7M0.09%48,907CommonNONE
595112103MUMICRON TECHNOLOGY INC$3.7M0.09%28,124CommonNONE
458140100INTCINTEL CORP$3.7M0.09%118,122CommonNONE
88579Y101MMM3M CO$3.6M0.09%35,635CommonNONE
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666807102NOCNORTHROP GRUMMAN CORP$3.6M0.09%8,334CommonNONE
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808524797SCHDSCHWAB STRATEGIC TR$3.6M0.09%45,898CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$3.6M0.09%73,890CommonNONE
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55336V100MPLXMPLX LP$3.5M0.09%81,659CommonNONE
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33740F482GMARFIRST TR EXCHNG TRADED FD VI$3.4M0.09%94,850CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$3.4M0.09%24,370CommonNONE
921910816MGKVANGUARD WORLD FD$3.3M0.08%10,594CommonNONE
74933W486UTWORBB FD INC$3.3M0.08%69,196CommonNONE
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126650100CVSCVS HEALTH CORP$3.1M0.08%52,549CommonNONE
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617446448MSMORGAN STANLEY$3.0M0.08%31,014CommonNONE
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235851102DHRDANAHER CORPORATION$2.8M0.07%11,035CommonNONE
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33740F318XJANFIRST TR EXCHNG TRADED FD VI$2.6M0.07%80,300CommonNONE
G5960L103MDTMEDTRONIC PLC$2.6M0.07%32,863CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$2.6M0.07%89,791CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$2.6M0.07%45,996CommonNONE
46435G102ICVTISHARES TR$2.6M0.07%32,917CommonNONE
744320102PRUPRUDENTIAL FINL INC$2.6M0.07%21,976CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$2.6M0.07%9,519CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$2.6M0.07%55,936CommonNONE
464287473IWSISHARES TR$2.6M0.07%21,164CommonNONE
219350105GLWCORNING INC$2.6M0.06%65,724CommonNONE
05465C100AXAXOS FINANCIAL INC$2.5M0.06%44,392CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$2.5M0.06%36,200CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$2.5M0.06%5,670CommonNONE
808524607SCHASCHWAB STRATEGIC TR$2.5M0.06%52,828CommonNONE
464287101OEFISHARES TR$2.5M0.06%9,514CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$2.5M0.06%45,848CommonNONE
H1467J104CBCHUBB LIMITED$2.5M0.06%9,802CommonNONE
654106103NKENIKE INC$2.5M0.06%32,506CommonNONE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$2.5M0.06%19,926CommonNONE
375558103GILDGILEAD SCIENCES INC$2.4M0.06%35,674CommonNONE
464288414MUBISHARES TR$2.4M0.06%22,799CommonNONE
70931T103PMTPENNYMAC MTG INVT TR$2.4M0.06%175,943CommonNONE
46428Q109SLVISHARES SILVER TR$2.4M0.06%90,270CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$2.4M0.06%76,361CommonNONE
040413106ANETEURARISTA NETWORKS INC$2.4M0.06%6,807CommonNONE
128125101CSQCALAMOS STRATEGIC TOTAL RETU$2.4M0.06%140,327CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$2.4M0.06%121,286CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$2.3M0.06%54,990CommonNONE
78464A854SPYMSPDR SER TR$2.3M0.06%36,361CommonNONE
922908637VVVANGUARD INDEX FDS$2.3M0.06%9,280CommonNONE
609207105MDLZMONDELEZ INTL INC$2.3M0.06%35,166CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.3M0.06%45,221CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$2.3M0.06%68,064CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$2.3M0.06%28,421CommonNONE
136385101CNQCANADIAN NAT RES LTD$2.3M0.06%62,966CommonNONE
464287598IWDISHARES TR$2.2M0.06%12,878CommonNONE
82509L107SHOPSHOPIFY INC$2.2M0.06%33,386CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$2.2M0.06%23,181CommonNONE
806857108SLBSCHLUMBERGER LTD$2.2M0.06%45,774CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$2.2M0.06%88,733CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$2.2M0.05%40,538CommonNONE
036752103ELVELEVANCE HEALTH INC$2.2M0.05%3,982CommonNONE
46432F396MTUMISHARES TR$2.2M0.05%11,053CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$2.1M0.05%32,936CommonNONE
46435U713IFRAISHARES TR$2.1M0.05%50,560CommonNONE
48251W104KKRKKR & CO INC$2.1M0.05%20,215CommonNONE
89832Q109TFCTRUIST FINL CORP$2.1M0.05%54,563CommonNONE
922908538VOTVANGUARD INDEX FDS$2.1M0.05%9,111CommonNONE
91913Y100VLOVALERO ENERGY CORP$2.1M0.05%13,344CommonNONE
464287457SHYISHARES TR$2.1M0.05%25,598CommonNONE
21036P108STZCONSTELLATION BRANDS INC$2.1M0.05%8,109CommonNONE
46432F834IXUSISHARES TR$2.1M0.05%30,765CommonNONE
767204100RIORIO TINTO PLC$2.0M0.05%31,080CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$2.0M0.05%87,448CommonNONE
369550108GDGENERAL DYNAMICS CORP$2.0M0.05%7,042CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$2.0M0.05%132,722CommonNONE
464287291IXNISHARES TR$2.0M0.05%24,548CommonNONE
452308109ITWILLINOIS TOOL WKS INC$2.0M0.05%8,498CommonNONE
69374H105PTLCPACER FDS TR$2.0M0.05%40,557CommonNONE
464288513HYGISHARES TR$2.0M0.05%25,974CommonNONE
125523100CITHE CIGNA GROUP$2.0M0.05%6,045CommonNONE
011532108AGIALAMOS GOLD INC NEW$2.0M0.05%127,364CommonNONE
29444U700EQIXEQUINIX INC$2.0M0.05%2,639CommonNONE
376536108GOODGLADSTONE COMMERCIAL CORP$2.0M0.05%139,867CommonNONE
56585A102MPCMARATHON PETE CORP$2.0M0.05%11,390CommonNONE
78464A144SPBOSPDR SER TR$2.0M0.05%68,795CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2.0M0.05%14,160CommonNONE
69318G106PBFPBF ENERGY INC$2.0M0.05%42,397CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.9M0.05%26,270CommonNONE
464287168DVYISHARES TR$1.9M0.05%15,994CommonNONE
98980G102ZSZSCALER INC$1.9M0.05%10,012CommonNONE
74933W536UTENRBB FD INC$1.9M0.05%44,284CommonNONE
98978V103ZTSZOETIS INC$1.9M0.05%11,072CommonNONE
95766A101XEMDXWESTERN ASSET EMERGING MKTS$1.9M0.05%204,007CommonNONE
78468R556XOPSPDR SER TR$1.9M0.05%13,113CommonNONE
78409V104SPGIS&P GLOBAL INC$1.9M0.05%4,261CommonNONE
032654105ADIANALOG DEVICES INC$1.9M0.05%8,315CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$1.9M0.05%30,312CommonNONE
67092P201NULGNUSHARES ETF TR$1.9M0.05%23,297CommonNONE
464287119ILCGISHARES TR$1.9M0.05%23,151CommonNONE
92204A306VDEVANGUARD WORLD FD$1.9M0.05%14,645CommonNONE
92841M101XNIEXVIRTUS EQUITY & CONV INCM FD$1.9M0.05%80,866CommonNONE
78464A664SPTLSPDR SER TR$1.9M0.05%68,706CommonNONE
37954Y483QYLDGLOBAL X FDS$1.9M0.05%104,443CommonNONE
023586506UHAL/BU HAUL HOLDING COMPANY$1.9M0.05%31,023CommonNONE
482480100KLACKLA CORP$1.9M0.05%2,256CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.9M0.05%18,396CommonNONE
25746U109DDOMINION ENERGY INC$1.8M0.05%37,671CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$1.8M0.05%12,235CommonNONE
292562105WIREEURENCORE WIRE CORP$1.8M0.05%6,348CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.8M0.05%24,959CommonNONE
01881G106ABALLIANCEBERNSTEIN HLDG L P$1.8M0.05%54,271CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.8M0.05%8,157CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$1.8M0.05%102,416CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$1.8M0.05%131,877CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1.8M0.05%11,410CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.8M0.04%2,407CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.8M0.04%7,255CommonNONE
922908652VXFVANGUARD INDEX FDS$1.7M0.04%10,327CommonNONE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$1.7M0.04%206,666CommonNONE
911363109URIUNITED RENTALS INC$1.7M0.04%2,694CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.7M0.04%17,851CommonNONE
464289511IGLBISHARES TR$1.7M0.04%34,520CommonNONE
Y27183600GSLGLOBAL SHIP LEASE INC NEW$1.7M0.04%59,671CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$1.7M0.04%17,004CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1.7M0.04%4,402CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1.7M0.04%29,280CommonNONE
87612G101TRGPTARGA RES CORP$1.7M0.04%13,192CommonNONE
461202103INTUINTUIT$1.7M0.04%2,579CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.7M0.04%16,290CommonNONE
780259305SHELSHELL PLC$1.7M0.04%23,224CommonNONE
46137V647PSIINVESCO EXCHANGE TRADED FD T$1.7M0.04%26,599CommonNONE
760759100RSGREPUBLIC SVCS INC$1.7M0.04%8,593CommonNONE
46817M107JXNJACKSON FINANCIAL INC$1.7M0.04%22,462CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.7M0.04%1,577CommonNONE
912909108USX1UNITED STATES STL CORP NEW$1.7M0.04%43,999CommonNONE
40170T106GUGGUGGENHEIM ACTIVE ALLOC FD$1.7M0.04%110,723CommonNONE
97717Y527USFRWISDOMTREE TR$1.6M0.04%32,764CommonNONE
46429B655FLOTISHARES TR$1.6M0.04%32,261CommonNONE
16411R208LNGCHENIERE ENERGY INC$1.6M0.04%9,403CommonNONE
98419M100XYLXYLEM INC$1.6M0.04%11,960CommonNONE
74340W103PLDPROLOGIS INC.$1.6M0.04%14,330CommonNONE
464287556IBBISHARES TR$1.6M0.04%11,722CommonNONE
78464A870XBISPDR SER TR$1.6M0.04%17,253CommonNONE
74349Y837PSQPROSHARES TR$1.6M0.04%38,592CommonNONE
892356106TSCOTRACTOR SUPPLY CO$1.6M0.04%5,886CommonNONE
46429B598INDAISHARES TR$1.6M0.04%28,277CommonNONE
87911J103HQHABRDN HEALTHCARE INVESTORS$1.6M0.04%90,160CommonNONE
464288778IATISHARES TR$1.6M0.04%37,983CommonNONE
10552T107P5YBRF SA$1.6M0.04%386,300CommonNONE
26614N102DDDUPONT DE NEMOURS INC$1.6M0.04%19,509CommonNONE
78468R853SPSMSPDR SER TR$1.6M0.04%37,629CommonNONE
27828H105XEVVXEATON VANCE LTD DURATION INC$1.6M0.04%159,609CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$1.6M0.04%18,864CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.5M0.04%3,980CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$1.5M0.04%20,849CommonNONE
46137V217RFGINVESCO EXCHANGE TRADED FD T$1.5M0.04%31,380CommonNONE
655844108NSCNORFOLK SOUTHN CORP$1.5M0.04%7,095CommonNONE
00214Q104ARKKARK ETF TR$1.5M0.04%34,305CommonNONE
37733W204GSKGSK PLC$1.5M0.04%38,471CommonNONE
615369105MCOMOODYS CORP$1.5M0.04%3,544CommonNONE
464287523SOXXISHARES TR$1.5M0.04%6,033CommonNONE
217204106CPRTCOPART INC$1.5M0.04%27,418CommonNONE
009066101ABNBAIRBNB INC$1.5M0.04%9,769CommonNONE
055622104BPBP PLC$1.5M0.04%40,930CommonNONE
464287176TIPISHARES TR$1.5M0.04%13,835CommonNONE
464287879IJSISHARES TR$1.5M0.04%15,185CommonNONE
69374H303PTNQPACER FDS TR$1.5M0.04%20,456CommonNONE
902973304USBUS BANCORP DEL$1.5M0.04%36,499CommonNONE
486606106KYNKAYNE ANDERSON ENERGY INFRST$1.5M0.04%138,509CommonNONE
46434V878ICSHISHARES TR$1.4M0.04%28,623CommonNONE
L00849106AGROADECOAGRO S A$1.4M0.04%147,550CommonNONE
046353108AZNNASTRAZENECA PLC$1.4M0.04%18,327CommonNONE
460146103IPINTERNATIONAL PAPER CO$1.4M0.04%33,046CommonNONE
72201R833MINTPIMCO ETF TR$1.4M0.04%14,133CommonNONE
311900104FASTFASTENAL CO$1.4M0.04%22,522CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.4M0.04%5,477CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.4M0.04%4,559CommonNONE
78464A474SPSBSPDR SER TR$1.4M0.04%47,143CommonNONE
46432F388VLUEISHARES TR$1.4M0.04%13,487CommonNONE
704326107PAYXPAYCHEX INC$1.4M0.04%11,646CommonNONE
05580M108RILYB. RILEY FINANCIAL INC$1.4M0.03%77,552CommonNONE
89834G745APMUTRUST FOR PROFESSIONAL MANAG$1.4M0.03%55,578CommonNONE
26875P101EOGEOG RES INC$1.4M0.03%10,814CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$1.4M0.03%47,710CommonNONE
231021106CMICUMMINS INC$1.4M0.03%4,885CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1.4M0.03%6,085CommonNONE
075887109BDXBECTON DICKINSON & CO$1.3M0.03%5,775CommonNONE
16679L109CHWYCHEWY INC$1.3M0.03%49,357CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$1.3M0.03%17,976CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.3M0.03%3,119CommonNONE
464288752ITBISHARES TR$1.3M0.03%13,160CommonNONE
464288653TLHISHARES TR$1.3M0.03%12,927CommonNONE
743315103PGRPROGRESSIVE CORP$1.3M0.03%6,383CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1.3M0.03%2,342CommonNONE
00162Q452AMLPALPS ETF TR$1.3M0.03%27,461CommonNONE
37946R109GLPGLOBAL PARTNERS LP$1.3M0.03%28,791CommonNONE
464287648IWOISHARES TR$1.3M0.03%5,003CommonNONE
15101Q207CLSCELESTICA INC$1.3M0.03%22,770CommonNONE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$1.3M0.03%33,267CommonNONE
466313103JBLJABIL INC$1.3M0.03%11,914CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$1.3M0.03%27,638CommonNONE
942622200WSOWATSCO INC$1.3M0.03%2,785CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$1.3M0.03%37,516CommonNONE
72201R866MUNIPIMCO ETF TR$1.3M0.03%24,652CommonNONE
140501107CSWCCAPITAL SOUTHWEST CORP$1.3M0.03%48,983CommonNONE
78468R622JNKSPDR SER TR$1.3M0.03%13,543CommonNONE
00123Q104AGNCAGNC INVT CORP$1.3M0.03%131,648CommonNONE
90384S303ULTAULTA BEAUTY INC$1.3M0.03%3,260CommonNONE
05464C101AXONAXON ENTERPRISE INC$1.3M0.03%4,270CommonNONE
438128308HMCHONDA MOTOR LTD$1.2M0.03%38,667CommonNONE
701094104PHPARKER-HANNIFIN CORP$1.2M0.03%2,450CommonNONE
92204A207VDCVANGUARD WORLD FD$1.2M0.03%6,056CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.2M0.03%15,682CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$1.2M0.03%18,491CommonNONE
82657M105SGHTSIGHT SCIENCES INC$1.2M0.03%185,082CommonNONE
904767704UNILEVER PLC$1.2M0.03%22,387CommonNONE
86771W105RUNSUNRUN INC$1.2M0.03%103,432CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.2M0.03%2CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$1.2M0.03%12,173CommonNONE
464287242LQDISHARES TR$1.2M0.03%11,345CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$1.2M0.03%28,678CommonNONE
Y8162K204SBLKSTAR BULK CARRIERS CORP.$1.2M0.03%49,022CommonNONE
372460105GPCGENUINE PARTS CO$1.2M0.03%8,569CommonNONE
58733R102MELIMERCADOLIBRE INC$1.2M0.03%721CommonNONE
384802104GWWGRAINGER W W INC$1.2M0.03%1,303CommonNONE
37045V100GMGENERAL MTRS CO$1.2M0.03%25,285CommonNONE
37954Y475XYLDGLOBAL X FDS$1.2M0.03%28,800CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.2M0.03%23,138CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.2M0.03%292CommonNONE
78464A631XARSPDR SER TR$1.2M0.03%8,248CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$1.2M0.03%26,788CommonNONE
92189F486FLTRVANECK ETF TRUST$1.1M0.03%45,042CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$1.1M0.03%28,875CommonNONE
278865100ECLECOLAB INC$1.1M0.03%4,801CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$1.1M0.03%1,086CommonNONE
78468R408SJNKSPDR SER TR$1.1M0.03%45,664CommonNONE
260003108DOVDOVER CORP$1.1M0.03%6,278CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.1M0.03%29,204CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$1.1M0.03%12,695CommonNONE
14149Y108CAHCARDINAL HEALTH INC$1.1M0.03%11,310CommonNONE
26856L103ELFE L F BEAUTY INC$1.1M0.03%5,277CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$1.1M0.03%5,553CommonNONE

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.