Now live: Pro — the full 13F research suite for serious investorsSee pricing →
MACROVIEW INVESTMENT MANAGEMENT LLC

Q3 2023 · 13F-HR

MACROVIEW INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2023-10-26 · accession 0001214659-23-013897

$75.0M
Reported value
802
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 802

CUSIPTickerIssuerValue% port.SharesClassVoting
437076102HDHOME DEPOT INC$3.4M4.47%11,097CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$3.3M4.34%227,357CommonNONE
46435G425ESGUISHARES TR$2.8M3.77%30,113CommonNONE
464287200IVVISHARES TR$2.7M3.60%6,289CommonNONE
46432F842IEFAISHARES TR$2.7M3.58%41,682CommonNONE
74348A467NOBLPROSHARES TR$2.5M3.31%28,024CommonNONE
47103U852JMBSJANUS DETROIT STR TR$2.4M3.26%56,385CommonNONE
78463V107GLDSPDR GOLD TR$2.4M3.24%14,178CommonNONE
46090E103QQQINVESCO QQQ TR$2.4M3.21%6,725CommonNONE
53656F623INFLLISTED FD TR$2.1M2.75%67,689CommonNONE
46432F339QUALISHARES TR$1.9M2.54%14,454CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.8M2.40%35,841CommonNONE
594918104MSFTMICROSOFT CORP$1.8M2.34%5,567CommonNONE
464287507IJHISHARES TR$1.6M2.12%6,370CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$1.6M2.10%20,573CommonNONE
464287804IJRISHARES TR$1.5M1.98%15,763CommonNONE
45782C524IJANINNOVATOR ETFS TR$1.4M1.89%50,858CommonNONE
037833100AAPLAPPLE INC$1.3M1.74%7,637CommonNONE
45782C789BJULINNOVATOR ETFS TR$1.1M1.51%32,866CommonNONE
72201R833MINTPIMCO ETF TR$1.1M1.47%11,010CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.0M1.40%2,449CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$1.0M1.34%11,516CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$982,6591.31%33,367CommonNONE
45782C813PJULINNOVATOR ETFS TR$975,6491.30%28,951CommonNONE
68389X105ORCLORACLE CORP$968,9731.29%9,148CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$955,9191.27%13,401CommonNONE
464288885EFGISHARES TR$893,2841.19%10,351CommonNONE
92189F841HAPVANECK ETF TRUST$867,4801.16%17,668CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$865,7471.15%11,236CommonNONE
464285204IAUISHARES GOLD TR$843,3641.12%24,103CommonNONE
922908769VTIVANGUARD INDEX FDS$827,3631.10%3,895CommonNONE
464288414MUBISHARES TR$809,5551.08%7,895CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$794,7951.06%9,436CommonNONE
78464A870XBISPDR SER TR$758,7071.01%10,390CommonNONE
464287655IWMISHARES TR$653,9380.87%3,700PUTNONE
921909768VXUSVANGUARD STAR FDS$620,0830.83%11,586CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$572,0840.76%12,593CommonNONE
37954Y780SNSRGLOBAL X FDS$543,7000.72%17,751CommonNONE
72201R775BONDPIMCO ETF TR$533,6070.71%6,071CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$522,8300.70%3,365CommonNONE
37954Y442CLOUGLOBAL X FDS$521,4990.70%27,695CommonNONE
37954Y715BOTZGLOBAL X FDS$497,7080.66%20,134CommonNONE
464287234EEMISHARES TR$416,2850.55%10,969CommonNONE
30231G102XOMEXXON MOBIL CORP$408,7090.54%3,476CommonNONE
025816109AXPAMERICAN EXPRESS CO$407,3440.54%2,730CommonNONE
464287614IWFISHARES TR$388,0800.52%1,459CommonNONE
88160R101TSLATESLA INC$386,0900.51%1,543CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$376,4480.50%4,040CommonNONE
37950E408CHIQGLOBAL X FDS$356,3690.48%19,368CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$348,3220.46%10,376CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$331,3810.44%8,574CommonNONE
78464A854SPYMSPDR SER TR$292,9710.39%5,829CommonNONE
907818108UNPUNION PAC CORP$289,5620.39%1,422CommonNONE
191098102COKECOCA COLA CONS INC$275,5270.37%433CommonNONE
62944T105NVRNVR INC$256,4220.34%43CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$244,5500.33%7,201CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$243,4530.32%1,735CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$234,0060.31%4,039CommonNONE
02079K107GOOGALPHABET INC$229,4190.31%1,740CommonNONE
464287465EFAISHARES TR$214,9560.29%3,119CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$207,0960.28%4,093CommonNONE
01741R102ATIATI INC$191,7590.26%4,660CommonNONE
464287408IVEISHARES TR$180,0100.24%1,170CommonNONE
617446448MSMORGAN STANLEY$178,1890.24%2,182CommonNONE
78464A284HYMBSPDR SER TR$166,5330.22%6,991CommonNONE
438516106HONHONEYWELL INTL INC$162,9410.22%882CommonNONE
67066G104NVDANVIDIA CORPORATION$160,9510.21%370CommonNONE
023135106AMZNAMAZON COM INC$151,7820.20%1,194CommonNONE
46434G863ESGEISHARES INC$146,2960.20%4,831CommonNONE
464288257ACWIISHARES TR$139,2020.19%1,507CommonNONE
03076C106AMPAMERIPRISE FINL INC$138,4660.18%420CommonNONE
931142103WMTWALMART INC$137,2200.18%858CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$132,6430.18%1,746CommonNONE
58155Q103MCKMCKESSON CORP$131,7600.18%303CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$126,8090.17%362CommonNONE
478160104JNJJOHNSON & JOHNSON$126,0220.17%809CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$124,2690.17%758CommonNONE
285512109EAELECTRONIC ARTS INC$124,1490.17%1,031CommonNONE
020002101ALLALLSTATE CORP$123,8880.17%1,112CommonNONE
464287705IJJISHARES TR$123,3310.16%1,222CommonNONE
922908751VBVANGUARD INDEX FDS$121,0110.16%640CommonNONE
464287606IJKISHARES TR$117,8070.16%1,631CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$116,3760.16%821CommonNONE
78463X202FEZSPDR INDEX SHS FDS$114,6710.15%2,730CommonNONE
922908553VNQVANGUARD INDEX FDS$110,8090.15%1,465CommonNONE
464287663IUSVISHARES TR$109,2440.15%1,464CommonNONE
464287739IYRISHARES TR$105,4110.14%1,349CommonNONE
464287887IJTISHARES TR$104,3430.14%951CommonNONE
25746U109DDOMINION ENERGY INC$104,0260.14%2,329CommonNONE
464287879IJSISHARES TR$103,0200.14%1,155CommonNONE
064058100BKBANK NEW YORK MELLON CORP$102,3600.14%2,400CommonNONE
166764100CVXCHEVRON CORP NEW$99,5420.13%590CommonNONE
17275R102CSCOCISCO SYS INC$94,8470.13%1,764CommonNONE
254687106DISDISNEY WALT CO$93,8560.13%1,158CommonNONE
46434V860TFLOISHARES TR$90,3260.12%1,780CommonNONE
46429B697USMVISHARES TR$88,5940.12%1,224CommonNONE
922907746VTEBVANGUARD MUN BD FDS$86,5320.12%1,799CommonNONE
00287Y109ABBVABBVIE INC$83,9280.11%563CommonNONE
37954Y673PAVEGLOBAL X FDS$82,0840.11%2,702CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$76,0600.10%1,141CommonNONE
92826C839VVISA INC$66,9470.09%291CommonNONE
149123101CATCATERPILLAR INC$66,6120.09%244CommonNONE
464287556IBBISHARES TR$66,5260.09%544CommonNONE
464287630IWNISHARES TR$64,7930.09%478CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$63,1030.08%377CommonNONE
949746101WMT2WELLS FARGO CO NEW$61,2900.08%1,500CommonNONE
464287499IWRISHARES TR$61,1390.08%883CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$59,8550.08%384CommonNONE
026874784AIGAMERICAN INTL GROUP INC$59,2660.08%978CommonNONE
45409B107QAIINDEXIQ ETF TR$58,6790.08%1,954CommonNONE
30303M102METAMETA PLATFORMS INC$57,0400.08%190CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$57,0260.08%843CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$55,2960.07%627CommonNONE
97717X560WTPIWISDOMTREE TR$51,1820.07%1,666CommonNONE
58933Y105MRKMERCK & CO INC$48,5930.06%472CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$46,5540.06%640CommonNONE
02079K305GOOGLALPHABET INC$41,7450.06%319CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$41,3920.06%257CommonNONE
25460G732MOONDIREXION SHS ETF TR$41,3780.06%3,918CommonNONE
254709108DFSEURDISCOVER FINL SVCS$40,5430.05%468CommonNONE
89832Q109TFCTRUIST FINL CORP$40,2260.05%1,406CommonNONE
00326A104SGOLABRDN GOLD ETF TRUST$39,8030.05%2,250CommonNONE
464287655IWMISHARES TR$39,2100.05%222CommonNONE
464288877EFVISHARES TR$39,0470.05%798CommonNONE
79466L302CRMSALESFORCE INC$36,2980.05%179CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$35,9650.05%279CommonNONE
369604301GEGENERAL ELECTRIC CO$35,0020.05%317CommonNONE
46625H100JPMJPMORGAN CHASE & CO$34,4580.05%238CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$34,3740.05%685CommonNONE
464288802SUSAISHARES TR$34,3690.05%382CommonNONE
097023105BABOEING CO$33,7360.04%176CommonNONE
78468R853SPSMSPDR SER TR$33,3140.04%903CommonNONE
74347Y888UCOPROSHARES TR II$33,0580.04%937CommonNONE
91288V103USLUNITED STS 12 MONTH OIL FD L$32,8800.04%820CommonNONE
92189F536MLNVANECK ETF TRUST$31,7490.04%1,900CommonNONE
921078101OUNZVANECK MERK GOLD TR$30,4130.04%1,700CommonNONE
85210B102SGDMSPROTT ETF TRUST$30,2810.04%1,324CommonNONE
038923108ABRARBOR REALTY TRUST INC$29,9530.04%1,973CommonNONE
11135F101AVGOBROADCOM INC$29,4860.04%36CommonNONE
78468R804LGLVSPDR SER TR$28,8460.04%216CommonNONE
427096508HTGCHERCULES CAPITAL INC$27,7980.04%1,693CommonNONE
464289867AORISHARES TR$27,7690.04%562CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$27,3390.04%1,413CommonNONE
92556V106VTRSVIATRIS INC$27,3240.04%2,771CommonNONE
26923G772AMZAETFIS SER TR I$27,0380.04%774CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$26,9520.04%1,672CommonNONE
46434V381XTISHARES TR$26,6800.04%511CommonNONE
46428Q109SLVISHARES SILVER TR$26,0360.03%1,280CommonNONE
052769106ADSKAUTODESK INC$25,6570.03%124CommonNONE
46432F388VLUEISHARES TR$25,2210.03%278CommonNONE
320517105FHNFIRST HORIZON CORPORATION$24,8000.03%2,250CommonNONE
64828T201RITMRITHM CAPITAL CORP$24,1660.03%2,601CommonNONE
464289859AOAISHARES TR$23,8090.03%375CommonNONE
46434V100SLQDISHARES TR$23,7700.03%495CommonNONE
74347G440BITOPROSHARES TR$23,7290.03%1,718CommonNONE
92189F411BIZDVANECK ETF TRUST$23,2490.03%1,450CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$22,9680.03%3,030CommonNONE
458140100INTCINTEL CORP$22,8950.03%644CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$22,7610.03%832CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$22,2710.03%44CommonNONE
002824100ABTABBOTT LABS$22,2260.03%229CommonNONE
345370860FFORD MTR CO DEL$21,0840.03%1,698CommonNONE
23355L106DXCDXC TECHNOLOGY CO$20,8300.03%1,000CommonNONE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$20,7920.03%800CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$20,7740.03%470CommonNONE
92204A306VDEVANGUARD WORLD FDS$20,7560.03%164CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$20,3200.03%1,467CommonNONE
742718109PGPROCTER AND GAMBLE CO$20,2750.03%139CommonNONE
74275K108PCORPROCORE TECHNOLOGIES INC$20,0540.03%307CommonNONE
37954Y764MILNGLOBAL X FDS$19,9520.03%656CommonNONE
97717Y691WCLDWISDOMTREE TR$19,2600.03%650CommonNONE
756158101UTGREAVES UTIL INCOME FD$18,8980.03%767CommonNONE
532457108LLYELI LILLY & CO$18,8000.03%35CommonNONE
46137V340RSPFINVESCO EXCHANGE TRADED FD T$18,5170.02%365CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$17,9400.02%1,200CommonNONE
46434G103IEMGISHARES INC$17,7990.02%374CommonNONE
46140H403DBOINVESCO DB MULTI-SECTOR COMM$17,6500.02%1,000CommonNONE
26923G822PFFAETFIS SER TR I$16,8680.02%872CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$16,7810.02%304CommonNONE
464288281EMBISHARES TR$16,6730.02%202CommonNONE
91913Y100VLOVALERO ENERGY CORP$16,5810.02%117CommonNONE
922908363VOOVANGUARD INDEX FDS$16,4970.02%42CommonNONE
56035L104MAINMAIN STR CAP CORP$16,3870.02%403CommonNONE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$15,9680.02%794CommonNONE
74736K101QRVOQORVO INC$15,9440.02%167CommonNONE
45784P101PODDINSULET CORP$15,7900.02%99CommonNONE
26922B840RIETETF SER SOLUTIONS$15,6660.02%1,597CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$15,5260.02%151CommonNONE
464287309IVWISHARES TR$15,4980.02%227CommonNONE
20825C104COPCONOCOPHILLIPS$15,4550.02%129CommonNONE
14174T107CTRECARETRUST REIT INC$15,3090.02%747CommonNONE
75513E101RTXRTX CORPORATION$15,0520.02%209CommonNONE
37045V100GMGENERAL MTRS CO$14,9150.02%452CommonNONE
M7S64H106MNDYMONDAY COM LTD$14,3300.02%90CommonNONE
464289875AOMISHARES TR$13,9370.02%358CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$13,8020.02%89CommonNONE
922908595VBKVANGUARD INDEX FDS$13,7080.02%64CommonNONE
81750R102MCRB1EURSERES THERAPEUTICS INC$13,6850.02%5,750CommonNONE
81762P102NOWSERVICENOW INC$13,4160.02%24CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$13,2270.02%176CommonNONE
00162Q452AMLPALPS ETF TR$13,2100.02%313CommonNONE
038222105AMATAPPLIED MATLS INC$13,1530.02%95CommonNONE
81752T619ICAPSERIES PORTFOLIOS TR$12,9810.02%583CommonNONE
82983N108SB9SITIO ROYALTIES CORP$12,7850.02%528CommonNONE
256163106DOCUDOCUSIGN INC$12,7680.02%304CommonNONE
125523100CITHE CIGNA GROUP$12,5880.02%44CommonNONE
060505104BACBANK AMERICA CORP$12,4480.02%455CommonNONE
086516101BBYBEST BUY INC$12,2510.02%176CommonNONE
78468R663BILSPDR SER TR$12,1440.02%132CommonNONE
G6095L109APTIV PLC$12,0280.02%122CommonNONE
60468T105MRTXEURMIRATI THERAPEUTICS INC$11,9790.02%275CommonNONE
464287226AGGISHARES TR$11,9440.02%127CommonNONE
679295105OKTAOKTA INC$11,7380.02%144CommonNONE
464287440IEFISHARES TR$11,7300.02%128CommonNONE
23331A109DHID R HORTON INC$11,7150.02%109CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$11,6350.02%217CommonNONE
237194105DRIDARDEN RESTAURANTS INC$11,6010.02%81CommonNONE
G29183103ETNEATON CORP PLC$11,5180.02%54CommonNONE
26884U109EPREPR PPTYS$11,5110.02%277CommonNONE
464289883AOKISHARES TR$11,2610.02%332CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$11,2510.01%181CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$11,2380.01%134CommonNONE
M98068105WIXWIX COM LTD$11,2000.01%122CommonNONE
00182C103ANIPANI PHARMACEUTICALS INC$11,1480.01%192CommonNONE
682680103OKEONEOK INC NEW$11,0760.01%175CommonNONE
89055F103BLDTOPBUILD CORP$11,0710.01%44CommonNONE
921937819BIVVANGUARD BD INDEX FDS$11,0640.01%153CommonNONE
82509L107SHOPSHOPIFY INC$11,0240.01%202CommonNONE
001084102AGCOAGCO CORP$11,0010.01%93CommonNONE
45253H101IMGNEURIMMUNOGEN INC$10,9980.01%693CommonNONE
Y8565N300TNKTEEKAY TANKERS LTD$10,9910.01%264CommonNONE
925652109VICIVICI PPTYS INC$10,9710.01%377CommonNONE
55087P104LYFTLYFT INC$10,9620.01%1,040CommonNONE
513272104LWLAMB WESTON HLDGS INC$10,9330.01%118CommonNONE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$10,9290.01%974CommonNONE
670100205NVONOVO-NORDISK A S$10,9130.01%120CommonNONE
980745103WWDWOODWARD INC$10,8110.01%87CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$10,8000.01%96CommonNONE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$10,7930.01%528CommonNONE
690742101OCOWENS CORNING NEW$10,7770.01%79CommonNONE
745867101PHMPULTE GROUP INC$10,7380.01%145CommonNONE
824348106SHWSHERWIN WILLIAMS CO$10,7130.01%42CommonNONE
548661107LOWLOWES COS INC$10,6720.01%51CommonNONE
418056107HASHASBRO INC$10,6690.01%161CommonNONE
94419L101WWAYFAIR INC$10,6000.01%175CommonNONE
03213A104AMPLAMPLITUDE INC$10,5520.01%912CommonNONE
26856L103ELFE L F BEAUTY INC$10,5440.01%96CommonNONE
78454L100SMSM ENERGY CO$10,5330.01%266CommonNONE
03831W108APPAPPLOVIN CORP$10,4700.01%262CommonNONE
78464A631XARSPDR SER TR$10,4260.01%93CommonNONE
37954Y459RYLDGLOBAL X FDS$10,4190.01%611CommonNONE
595112103MUMICRON TECHNOLOGY INC$10,3800.01%153CommonNONE
56854Q200MRNS*MARINUS PHARMACEUTICALS INC$10,3610.01%1,287CommonNONE
682189105ONON SEMICONDUCTOR CORP$10,3180.01%111CommonNONE
86614U1007SUSUMMIT MATLS INC$10,3080.01%331CommonNONE
740367404PFBCPREFERRED BK LOS ANGELES CA$10,2720.01%165CommonNONE
30063P105EXKEXACT SCIENCES CORP$10,2330.01%150CommonNONE
68134L109OLOGBXOLO INC$10,2300.01%1,688CommonNONE
89531P105TREXTREX CO INC$10,1690.01%165CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$10,1160.01%23CommonNONE
464288687PFFISHARES TR$10,1010.01%335CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$10,0840.01%81CommonNONE
74319R101PRGPROG HOLDINGS INC$10,0630.01%303CommonNONE
67103X102OFGOFG BANCORP$10,0630.01%337CommonNONE
525558201LMATLEMAITRE VASCULAR INC$10,0250.01%184CommonNONE
393657101GBXGREENBRIER COS INC$10,0000.01%250CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$9,9820.01%1,831CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$9,9490.01%212CommonNONE
888787108TOSTTOAST INC$9,9460.01%531CommonNONE
05478C105AZEKAZEK CO INC$9,9340.01%334CommonNONE
040413106ANETEURARISTA NETWORKS INC$9,9330.01%54CommonNONE
688239201OSKOSHKOSH CORP$9,9250.01%104CommonNONE
91332U101UUNITY SOFTWARE INC$9,9200.01%316CommonNONE
006739106ADUSADDUS HOMECARE CORP$9,8830.01%116CommonNONE
26969P108EXPEAGLE MATLS INC$9,8250.01%59CommonNONE
14843C105CSTLCASTLE BIOSCIENCES INC$9,8140.01%581CommonNONE
29250N105ENBENBRIDGE INC$9,7940.01%292CommonNONE
07556Q881BZHBEAZER HOMES USA INC$9,7650.01%392CommonNONE
23204G100CUBICUSTOMERS BANCORP INC$9,7500.01%283CommonNONE
773903109ROKROCKWELL AUTOMATION INC$9,7200.01%34CommonNONE
18467V109YOUCLEAR SECURE INC$9,6920.01%509CommonNONE
64049M209NEONEOGENOMICS INC$9,5820.01%779CommonNONE
02081G201ATECALPHATEC HLDGS INC$9,5590.01%737CommonNONE
N90064101QUREUNIQURE NV$9,5290.01%1,420CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$9,3660.01%120CommonNONE
03969F109RCUSARCUS BIOSCIENCES INC$9,2990.01%518CommonNONE
494368103KMBKIMBERLY-CLARK CORP$9,2190.01%76CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$9,2170.01%211CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$9,2120.01%84CommonNONE
14574X104TASTUSDCARROLS RESTAURANT GROUP INC$9,1940.01%1,395CommonNONE
78464A409SPYGSPDR SER TR$9,1640.01%155CommonNONE
52490G102LEGNLEGEND BIOTECH CORP$9,0680.01%135CommonNONE
056752108BIDUBAIDU INC$8,8680.01%66CommonNONE
717081103PFEPFIZER INC$8,6670.01%261CommonNONE
143658300CCL1EURCARNIVAL CORP$8,6300.01%629CommonNONE
194162103CLCOLGATE PALMOLIVE CO$8,6260.01%121CommonNONE
464287598IWDISHARES TR$8,4930.01%56CommonNONE
H1467J104CBCHUBB LIMITED$8,4440.01%41CommonNONE
120076104BBWBUILD-A-BEAR WORKSHOP INC$8,4410.01%287CommonNONE
443573100HUBSHUBSPOT INC$8,3730.01%17CommonNONE
482480100KLACKLA CORP$8,2990.01%18CommonNONE
464287192IYTISHARES TR$8,2350.01%35CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$8,1580.01%176CommonNONE
526057104LENLENNAR CORP$8,0810.01%72CommonNONE
835699307SONYSONY GROUP CORP$7,9940.01%97CommonNONE
00437E102ACCDUSDACCOLADE INC$7,8830.01%745CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$7,8360.01%45CommonNONE
808524706SCHESCHWAB STRATEGIC TR$7,8230.01%327CommonNONE
281020107EIXEDISON INTL$7,7850.01%123CommonNONE
667340103NWBINORTHWEST BANCSHARES INC MD$7,7620.01%759CommonNONE
60770K107MRNAMODERNA INC$7,7470.01%75CommonNONE
66987E206NGNOVAGOLD RES INC$7,6800.01%2,000CommonNONE
15677J108DAYCERIDIAN HCM HLDG INC$7,6000.01%112CommonNONE
893641100TDGTRANSDIGM GROUP INC$7,5890.01%9CommonNONE
40131M109GHGUARDANT HEALTH INC$7,5880.01%256CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$7,5420.01%23CommonNONE
G35947202FLNGFLEX LNG LTD$7,5400.01%250CommonNONE
26924G201HACKUSDETF MANAGERS TR$7,5340.01%146CommonNONE
747525103QCOMQUALCOMM INC$7,4680.01%67CommonNONE
036752103ELVELEVANCE HEALTH INC$7,4570.01%17CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$7,4070.01%9CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$7,3920.01%16CommonNONE
91912E105VALEVALE S A$7,3840.01%551CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$7,3720.01%80CommonNONE
723787107PXDEURPIONEER NAT RES CO$7,3460.01%32CommonNONE
253868103DLRDIGITAL RLTY TR INC$7,2620.01%60CommonNONE
337738108FISVFISERV INC$7,2300.01%64CommonNONE
46132P108IIMINVESCO VALUE MUN INCOME TR$7,2280.01%695CommonNONE
910047109UALUNITED AIRLS HLDGS INC$7,1490.01%169CommonNONE
009066101ABNBAIRBNB INC$7,1350.01%52CommonNONE
N5749R1002GHMERUS N V$7,0980.01%301CommonNONE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$7,0900.01%480CommonNONE
05534B760BCEBCE INC$7,0670.01%185CommonNONE
22542D225SLVOCREDIT SUISSE AG NASSAU BRH$6,9800.01%100CommonNONE
898202106TRUPTRUPANION INC$6,9660.01%247CommonNONE
294429105EFXEQUIFAX INC$6,9610.01%38CommonNONE
60937P106MDBMONGODB INC$6,9180.01%20CommonNONE
12653C108CNXCNX RES CORP$6,9100.01%306CommonNONE
78349D107RXSTRXSIGHT INC$6,8890.01%247CommonNONE
5168062058LP1VITAL ENERGY INC$6,8730.01%124CommonNONE
534187109LNCLINCOLN NATL CORP IND$6,8640.01%278CommonNONE
718172109PMPHILIP MORRIS INTL INC$6,8510.01%74CommonNONE
44952J104CRGYCRESCENT ENERGY COMPANY$6,8250.01%540CommonNONE
10576N102BRZEBRAZE INC$6,8230.01%146CommonNONE
629377508NRGNRG ENERGY INC$6,8190.01%177CommonNONE
25754A201DPZDOMINOS PIZZA INC$6,8190.01%18CommonNONE
500255104KSSKOHLS CORP$6,8120.01%325CommonNONE
143130102KMXCARMAX INC$6,7910.01%96CommonNONE
M20791105CAMTCAMTEK LTD$6,7870.01%109CommonNONE
03073E105CORCENCORA INC$6,7760.01%38CommonNONE
464287564ICFISHARES TR$6,7720.01%135CommonNONE
98401F105XNCRXENCOR INC$6,7510.01%335CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$6,7490.01%99CommonNONE
67059N108NTNXNUTANIX INC$6,7320.01%193CommonNONE
088786108BCYCBICYCLE THERAPEUTICS PLC$6,7310.01%335CommonNONE
57636Q104MAMASTERCARD INCORPORATED$6,7310.01%17CommonNONE
718546104PSXPHILLIPS 66$6,7290.01%56CommonNONE
40412C101HCAHCA HEALTHCARE INC$6,7180.01%27CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$6,7130.01%89CommonNONE
98980G102ZSZSCALER INC$6,6910.01%43CommonNONE
099724106BWABORGWARNER INC$6,6620.01%165CommonNONE
071813109BAXBAXTER INTL INC$6,6050.01%175CommonNONE
493267108KEYKEYCORP$6,5640.01%610CommonNONE
85208T107CXMSPRINKLR INC$6,5470.01%473CommonNONE
222070203COTYCOTY INC$6,5390.01%596CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$6,5390.01%124CommonNONE
30226D106EXTREXTREME NETWORKS$6,5370.01%270CommonNONE
24665A103DKDELEK US HLDGS INC NEW$6,5060.01%229CommonNONE
04335A105ARVNARVINAS INC$6,5010.01%331CommonNONE
N07059210ASMLASML HOLDING N V$6,4760.01%11CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$6,4680.01%33CommonNONE
Y2106R110LPGDORIAN LPG LTD$6,4650.01%225CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$6,3980.01%94CommonNONE
939653101ELMEELME COMMUNITIES$6,3980.01%469CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES INC$6,3590.01%39CommonNONE
56585A102MPCMARATHON PETE CORP$6,3570.01%42CommonNONE
770323103RHIROBERT HALF INC.$6,3030.01%86CommonNONE
92859G202VIZSLA SILVER CORP$6,2170.01%6,000CommonNONE
723484101PNWPINNACLE WEST CAP CORP$6,1900.01%84CommonNONE
101121101BXPBOSTON PROPERTIES INC$6,1860.01%104CommonNONE
37954Y855LITGLOBAL X FDS$6,1800.01%112CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$6,1690.01%336CommonNONE
464287523SOXXISHARES TR$6,1580.01%13CommonNONE
87615L107THTARGET HOSPITALITY CORP$6,1460.01%387CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$6,1380.01%30CommonNONE
125141101CECOCECO ENVIRONMENTAL CORP$6,1010.01%382CommonNONE
00130H105AESAES CORP$6,0960.01%401CommonNONE
92189F676SMHVANECK ETF TRUST$6,0900.01%42CommonNONE
539830109LMTLOCKHEED MARTIN CORP$6,0810.01%15CommonNONE
651229106NWLNEWELL BRANDS INC$6,0600.01%671CommonNONE
046353108AZNNASTRAZENECA PLC$5,9600.01%88CommonNONE
48203R104JNPJUNIPER NETWORKS INC$5,9480.01%214CommonNONE
713448108PEPPEPSICO INC$5,9310.01%35CommonNONE
G8473T100STESTERIS PLC$5,9250.01%27CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$5,6890.01%441CommonNONE
69351T106PPLPPL CORP$5,6780.01%241CommonNONE
46435G516ESGDISHARES TR$5,6690.01%82CommonNONE
110448107BTIBRITISH AMERN TOB PLC$5,6540.01%180CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$5,6340.01%113CommonNONE
22822V101CCICROWN CASTLE INC$5,5220.01%60CommonNONE
09225M101BSMBLACK STONE MINERALS L P$5,5020.01%319CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$5,4960.01%3CommonNONE
46187W107INVHINVITATION HOMES INC$5,4830.01%173CommonNONE
751212101RLRALPH LAUREN CORP$5,4570.01%47CommonNONE
848637104SPLKCHFSPLUNK INC$5,4120.01%37CommonNONE
G4095J109GLREGREENLIGHT CAPITAL RE LTD$5,4030.01%503CommonNONE
68622V106OGNORGANON & CO$5,3990.01%311CommonNONE
636274409NGGNATIONAL GRID PLC$5,3970.01%89CommonNONE
128030202CALMCAL MAINE FOODS INC$5,3750.01%111CommonNONE
963320106WHRWHIRLPOOL CORP$5,3480.01%40CommonNONE
855244109SBUXSTARBUCKS CORP$5,2940.01%58CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$5,2910.01%65CommonNONE
922908744VTVVANGUARD INDEX FDS$5,2500.01%38CommonNONE
45168D104IDXXIDEXX LABS INC$5,2480.01%12CommonNONE
50212V100LPLALPL FINL HLDGS INC$5,2480.01%22CommonNONE
Y2065G121DHTDHT HOLDINGS INC$5,2220.01%507CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$5,2110.01%19CommonNONE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$5,1810.01%40CommonNONE
92763W103VIPSVIPSHOP HLDGS LTD$5,1720.01%323CommonNONE
053332102AZOAUTOZONE INC$5,0800.01%2CommonNONE
74316X101PFIEEURPROFIRE ENERGY INC$5,0710.01%1,824CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5,0620.01%10CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$5,0430.01%306CommonNONE
31428X106FDXFEDEX CORP$5,0340.01%19CommonNONE
92189F692PPHVANECK ETF TRUST$5,0320.01%63CommonNONE
74255Y409PRINCIPAL EXCHANGE TRADED FD$5,0310.01%167CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$5,0090.01%151CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$4,9690.01%17CommonNONE
M4R82T106FVRRFIVERR INTL LTD$4,9430.01%202CommonNONE
64110L106NFLXNETFLIX INC$4,9090.01%13CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$4,8950.01%15CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$4,8790.01%350CommonNONE
L1995B107CAAPCORPORACION AMER ARPTS S A$4,8700.01%365CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4,8670.01%56CommonNONE
G23773107CWCOCONSOLIDATED WATER CO INC$4,8070.01%169CommonNONE
92846Q107COCOVITA COCO CO INC$4,7920.01%184CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$4,7380.01%80CommonNONE
833445109SNOWSNOWFLAKE INC$4,7360.01%31CommonNONE
191241108KOFCOCA-COLA FEMSA SAB DE CV$4,7070.01%60CommonNONE
G0751N103ABYEURATLANTICA SUSTAINABLE INFR P$4,6990.01%246CommonNONE
29977A105EVREVERCORE INC$4,6690.01%34CommonNONE
80013R206AYS1SANDSTORM GOLD LTD$4,6600.01%1,000CommonNONE
743315103PGRPROGRESSIVE CORP$4,6550.01%33CommonNONE
26603R106DUOLDUOLINGO INC$4,6450.01%28CommonNONE
46435G672IAGGISHARES TR$4,6350.01%95CommonNONE
550021109LULULULULEMON ATHLETICA INC$4,6280.01%12CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$4,6120.01%28CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$4,5900.01%82CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$4,5880.01%83CommonNONE
H17182108CRSPCRISPR THERAPEUTICS AG$4,5390.01%100CommonNONE
74347B680REGLPROSHARES TR$4,5070.01%68CommonNONE
594960304MVISMICROVISION INC DEL$4,5050.01%2,057CommonNONE
74762E102QUREQUANTA SVCS INC$4,4900.01%24CommonNONE
Y62132108NVGSNAVIGATOR HLDGS LTD$4,4830.01%303CommonNONE
12514G108CDWCDW CORP$4,4760.01%22CommonNONE
011532108AGIALAMOS GOLD INC NEW$4,4710.01%396CommonNONE
714046109RVTYREVVITY INC$4,4280.01%40CommonNONE
45337C102INCYINCYTE CORP$4,3910.01%76CommonNONE
902494103TSNTYSON FOODS INC$4,3770.01%87CommonNONE
151290889CXCEMEX SAB DE CV$4,3680.01%672CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$4,3670.01%111CommonNONE
29444U700EQIXEQUINIX INC$4,3580.01%6CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$4,3490.01%22CommonNONE
000360206AAONAAON INC$4,3260.01%76CommonNONE
191216100KOCOCA COLA CO$4,3110.01%77CommonNONE
04351P101ASNDUSDASCENDIS PHARMA A/S$4,3080.01%46CommonNONE
73278L105POOLPOOL CORP$4,2740.01%12CommonNONE
030506109AMWDAMERICAN WOODMARK CORPORATIO$4,2350.01%56CommonNONE
68373M107OPRAOPERA LTD$4,2150.01%374CommonNONE
50155Q100KDKYNDRYL HLDGS INC$4,1980.01%278CommonNONE
929740108WABWABTEC$4,1480.01%39CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$4,1110.01%149CommonNONE
252131107DXCMDEXCOM INC$4,1060.01%44CommonNONE
798241105SJTSAN JUAN BASIN RTY TR$4,0980.01%593CommonNONE
127190304CACICACI INTL INC$4,0820.01%13CommonNONE
13100M509CALXCALIX INC$4,0800.01%89CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$4,0720.01%29CommonNONE
889478103TOLTOLL BROTHERS INC$4,0680.01%55CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$4,0230.01%65CommonNONE
89151E109TTENTOTALENERGIES SE$4,0120.01%61CommonNONE
590660106MTRMESA RTY TR$4,0030.01%263CommonNONE
452521107IMMRIMMERSION CORP$3,9930.01%604CommonNONE
88025T102TENBTENABLE HLDGS INC$3,9880.01%89CommonNONE
05465P101AXNX*AXONICS INC$3,9290.01%70CommonNONE
651639106NEMNEWMONT CORP$3,9170.01%106CommonNONE
Y41053102INSWINTERNATIONAL SEAWAYS INC$3,9150.01%87CommonNONE
880779103TEXTEREX CORP NEW$3,8610.01%67CommonNONE
97717X701HEDJWISDOMTREE TR$3,8300.01%97CommonNONE
92537N108VRTVERTIV HOLDINGS CO$3,7950.01%102CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$3,7420.00%64CommonNONE
G54950103LINLINDE PLC$3,7240.00%10CommonNONE
336433107FSLRFIRST SOLAR INC$3,7170.00%23CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$3,7000.00%112CommonNONE
G87264100TGLSTECNOGLASS INC$3,6920.00%112CommonNONE
77543R102ROKUROKU INC$3,6710.00%52CommonNONE
01749D105ALGMALLEGRO MICROSYSTEMS INC$3,6420.00%114CommonNONE
29364G103ETRENTERGY CORP NEW$3,6080.00%39CommonNONE
94724R108WEAVWEAVE COMMUNICATIONS INC$3,5210.00%432CommonNONE
93148P102WDWALKER & DUNLOP INC$3,5070.00%47CommonNONE
461147100INTTINTEST CORP$3,3530.00%221CommonNONE

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.