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GUGGENHEIM CAPITAL LLC

Q2 2023 · 13F-HR

GUGGENHEIM CAPITAL LLCholdings as filed

Filed 2023-08-11 · accession 0001283072-23-000003

$12.74B
Reported value
1,863
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1863

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$506.8M3.98%1,488,233CommonSHARED
037833100AAPLAPPLE INC$499.4M3.92%2,574,800CommonSHARED
67066G104NVDANVIDIA CORPORATION$299.2M2.35%707,234CommonSHARED
023135106AMZNAMAZON COM INC$256.6M2.01%1,968,158CommonSHARED
30303M102METAMETA PLATFORMS INC$164.8M1.29%574,184CommonSHARED
02079K305GOOGLALPHABET INC$162.6M1.28%1,358,295CommonSHARED
11135F101AVGOBROADCOM INC$161.9M1.27%186,639CommonSHARED
88160R101TSLATESLA INC$151.7M1.19%579,608CommonSHARED
02079K107GOOGALPHABET INC$131.2M1.03%1,084,212CommonSHARED
17275R102CSCOCISCO SYS INC$113.2M0.89%2,188,485CommonSHARED
713448108PEPPEPSICO INC$92.8M0.73%500,887CommonSHARED
58933Y105MRKMERCK & CO INC$85.2M0.67%738,798CommonSHARED
747525103QCOMQUALCOMM INC$82.3M0.65%691,339CommonSHARED
166764100CVXCHEVRON CORP NEW$77.2M0.61%490,707CommonSHARED
20030N101CMCSACOMCAST CORP NEW$76.2M0.60%1,833,947CommonSHARED
191216100KOCOCA COLA CO$74.8M0.59%1,241,779CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$72.6M0.57%134,941CommonSHARED
512807108LRCXEURLAM RESEARCH CORP$72.0M0.57%111,986CommonSHARED
00724F101ADBEADOBE SYSTEMS INCORPORATED$71.3M0.56%145,781CommonSHARED
74340W103PLDPROLOGIS INC.$70.3M0.55%573,098CommonSHARED
038222105AMATAPPLIED MATLS INC$69.8M0.55%483,215CommonSHARED
031162100AMGNAMGEN INC$64.8M0.51%291,702CommonSHARED
438516106HONHONEYWELL INTL INC$63.4M0.50%305,487CommonSHARED
009158106APDAIR PRODS & CHEMS INC$63.4M0.50%211,556CommonSHARED
882508104TXNTEXAS INSTRS INC$61.7M0.48%342,791CommonSHARED
375558103GILDGILEAD SCIENCES INC$61.0M0.48%791,229CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$57.4M0.45%145,908CommonSHARED
00287Y109ABBVABBVIE INC$57.2M0.45%424,450CommonSHARED
458140100INTCINTEL CORP$55.9M0.44%1,671,120CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$55.9M0.44%158,732CommonSHARED
580135101MCDMCDONALDS CORP$55.4M0.43%185,674CommonSHARED
92826C839VVISA INC$53.7M0.42%225,974CommonSHARED
478160104JNJJOHNSON & JOHNSON$53.3M0.42%321,744CommonSHARED
609207105MDLZMONDELEZ INTL INC$53.0M0.42%727,136CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$51.8M0.41%387,210CommonSHARED
29444U700EQIXEQUINIX INC$50.9M0.40%64,976CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$50.6M0.40%114,200CommonSHARED
548661107LOWLOWES COS INC$50.3M0.39%222,855CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$49.8M0.39%436,878CommonSHARED
92189F106GDXVANECK ETF TRUST$48.0M0.38%1,592,990CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$48.0M0.38%267,510CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$46.6M0.37%320,380CommonSHARED
855244109SBUXSTARBUCKS CORP$46.6M0.37%470,161CommonSHARED
94106L109WMWASTE MGMT INC DEL$45.7M0.36%263,417CommonSHARED
532457108LLYLILLY ELI & CO$45.6M0.36%97,196CommonSHARED
30231G102XOMEXXON MOBIL CORP$45.5M0.36%424,647CommonSHARED
872590104TMUST-MOBILE US INC$45.1M0.35%324,491CommonSHARED
717081103PFEPFIZER INC$44.3M0.35%1,206,668CommonSHARED
64110L106NFLXNETFLIX INC$43.3M0.34%98,214CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$42.9M0.34%161,699CommonSHARED
907818108UNPUNION PAC CORP$42.4M0.33%207,293CommonSHARED
742718109PGPROCTER AND GAMBLE CO$42.0M0.33%276,596CommonSHARED
78467V608SRLNSSGA ACTIVE ETF TR$41.8M0.33%998,417CommonSHARED
464287655IWMISHARES TR$41.8M0.33%223,070CommonSHARED
482480100KLACKLA CORP$41.4M0.32%85,325CommonSHARED
74460D109PSAPUBLIC STORAGE$40.6M0.32%138,988CommonSHARED
723787107PXDEURPIONEER NAT RES CO$40.5M0.32%195,710CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$40.2M0.32%157,138CommonSHARED
46090E103QQQINVESCO QQQ TR$39.7M0.31%107,463CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$39.4M0.31%1,060,255CommonSHARED
G5960L103MDTMEDTRONIC PLC$37.4M0.29%424,041CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$37.1M0.29%148,352CommonSHARED
81762P102NOWSERVICENOW INC$36.1M0.28%64,245CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$35.3M0.28%73,464CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$34.8M0.27%412,735CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$34.2M0.27%534,909CommonSHARED
291011104EMREMERSON ELEC CO$34.0M0.27%376,362CommonSHARED
871829107SYYSYSCO CORP$34.0M0.27%457,850CommonSHARED
65339F101NEENEXTERA ENERGY INC$33.7M0.26%454,040CommonSHARED
231021106CMICUMMINS INC$33.5M0.26%136,720CommonSHARED
461202103INTUINTUIT$32.8M0.26%71,593CommonSHARED
244199105DEDEERE & CO$32.6M0.26%80,501CommonSHARED
260557103DOWDOW INC$32.2M0.25%605,180CommonSHARED
032654105ADIANALOG DEVICES INC$30.9M0.24%158,829CommonSHARED
88579Y101MMM3M CO$30.9M0.24%308,865CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$30.6M0.24%11,327CommonSHARED
437076102HDHOME DEPOT INC$29.2M0.23%94,083CommonSHARED
718172109PMPHILIP MORRIS INTL INC$29.0M0.23%296,612CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$28.1M0.22%144,785CommonSHARED
931142103WMTWALMART INC$27.9M0.22%177,493CommonSHARED
09247X101BLKCHFBLACKROCK INC$27.8M0.22%40,283CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$27.8M0.22%38,628CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$27.8M0.22%407,258CommonSHARED
654106103NKENIKE INC$27.5M0.22%249,255CommonSHARED
872540109TJXTJX COS INC NEW$26.1M0.20%307,758CommonSHARED
98978V103ZTSZOETIS INC$26.0M0.20%150,843CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$25.9M0.20%75,806CommonSHARED
369550108GDGENERAL DYNAMICS CORP$25.2M0.20%117,336CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$25.1M0.20%56,600PUTSHARED
78462F103SPYSPDR S&P 500 ETF TR$25.1M0.20%56,600CALLSHARED
09260D107BXBLACKSTONE INC$24.9M0.20%268,047CommonSHARED
79466L302CRMSALESFORCE INC$24.8M0.19%117,250CommonSHARED
92276F100VTRVENTAS INC$24.6M0.19%521,326CommonSHARED
277432100EMNEASTMAN CHEM CO$24.4M0.19%291,925CommonSHARED
931427108WFCWALGREENS BOOTS ALLIANCE INC$24.4M0.19%855,915CommonSHARED
457187102INGRINGREDION INC$24.4M0.19%229,845CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$24.3M0.19%128,472CommonSHARED
670346105NUENUCOR CORP$24.1M0.19%147,048CommonSHARED
670837103OGEOGE ENERGY CORP$24.0M0.19%667,683CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$23.8M0.19%126,780CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$23.5M0.18%114,762CommonSHARED
126650100CVSCVS HEALTH CORP$23.5M0.18%339,503CommonSHARED
595112103MUMICRON TECHNOLOGY INC$23.2M0.18%367,755CommonSHARED
56585A102MPCMARATHON PETE CORP$23.2M0.18%198,846CommonSHARED
172908105CTASCINTAS CORP$23.0M0.18%46,317CommonSHARED
87612E106TGTTARGET CORP$22.7M0.18%172,230CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$22.6M0.18%1,314,792CommonSHARED
46138G508BKLNINVESCO EXCH TRADED FD TR II$22.6M0.18%1,072,394CommonSHARED
36467J108GLPIGAMING & LEISURE PPTYS INC$22.5M0.18%465,076CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$22.5M0.18%69,872CommonSHARED
852234AJ2XYZ 0 05/01/26BLOCK INC$22.4M0.18%27,121,000CommonSHARED
29476L107EQREQUITY RESIDENTIAL$22.3M0.18%338,562CommonSHARED
91529Y106UNMUNUM GROUP$22.2M0.17%465,537CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$22.2M0.17%48,234CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$22.1M0.17%234,634CommonSHARED
253868103DLRDIGITAL RLTY TR INC$21.9M0.17%192,571CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$21.8M0.17%188,536CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$21.7M0.17%63,707CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$21.7M0.17%165,290CommonSHARED
30225T102EXREXTRA SPACE STORAGE INC$21.6M0.17%145,142CommonSHARED
015271109AREALEXANDRIA REAL ESTATE EQ IN$21.6M0.17%190,301CommonSHARED
149123101CATCATERPILLAR INC$20.9M0.16%84,842CommonSHARED
59156R108METMETLIFE INC$20.9M0.16%369,228CommonSHARED
464287242LQDISHARES TR$20.9M0.16%192,886CommonSHARED
880770102TERTERADYNE INC$20.5M0.16%183,696CommonSHARED
500754106KHCKRAFT HEINZ CO$20.0M0.16%562,654CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$19.7M0.15%342,891CommonSHARED
427866108HSYHERSHEY CO$19.5M0.15%77,972CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$19.4M0.15%324,582CommonSHARED
002824100ABTABBOTT LABS$19.4M0.15%177,710CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$19.4M0.15%37,122CommonSHARED
281020107EIXEDISON INTL$19.3M0.15%278,299CommonSHARED
075887109BDXBECTON DICKINSON & CO$18.9M0.15%71,519CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$18.8M0.15%281,753CommonSHARED
G01109100AFTERNEXT HEALTHTECH ACQUISI$18.6M0.15%1,792,000CommonSHARED
778296103ROSTROSS STORES INC$18.6M0.15%165,526CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$18.5M0.15%84,167CommonSHARED
681919106OMCOMNICOM GROUP INC$18.5M0.14%194,115CommonSHARED
30161N101EXCEXELON CORP$18.4M0.14%450,607CommonSHARED
78464A359CWBSPDR SER TR$17.9M0.14%256,204CommonSHARED
H1467J104CBCHUBB LIMITED$17.7M0.14%91,853CommonSHARED
960413102WLKWESTLAKE CORPORATION$17.6M0.14%146,996CommonSHARED
76169C100REXRREXFORD INDL RLTY INC$17.5M0.14%335,536CommonSHARED
060505104BACBANK AMERICA CORP$17.5M0.14%608,932CommonSHARED
756109104OREALTY INCOME CORP$17.4M0.14%290,937CommonSHARED
09062X103BIIBBIOGEN INC$17.4M0.14%60,919CommonSHARED
09248X100BBNBLACKROCK TAX MUNICPAL BD TR$17.3M0.14%1,040,196CommonSHARED
816851109SRESEMPRA$17.2M0.14%118,391CommonSHARED
60770K107MRNAMODERNA INC$17.2M0.14%141,755CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$17.2M0.14%430,013CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$17.2M0.13%191,379CommonSHARED
925652109VICIVICI PPTYS INC$17.2M0.13%545,844CommonSHARED
30034W106EVRGEVERGY INC$17.1M0.13%293,059CommonSHARED
21289P102CONYERS PARK III ACQSITN COR$17.0M0.13%1,666,400CommonSHARED
871607107SNPSSYNOPSYS INC$16.9M0.13%38,878CommonSHARED
553530106MSMMSC INDL DIRECT INC$16.9M0.13%177,641CommonSHARED
723484101PNWPINNACLE WEST CAP CORP$16.8M0.13%206,278CommonSHARED
231561101CWCURTISS WRIGHT CORP$16.6M0.13%90,212CommonSHARED
254687106DISDISNEY WALT CO$16.5M0.13%184,825CommonSHARED
298736109EEFTEURONET WORLDWIDE INC$16.5M0.13%140,413CommonSHARED
N07059210ASMLASML HOLDING N V$16.4M0.13%22,667CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$16.4M0.13%302,865CommonSHARED
G16962105BGUSDBUNGE LIMITED$16.4M0.13%173,363CommonSHARED
46187W107INVHINVITATION HOMES INC$16.2M0.13%472,286CommonSHARED
302130109EXPDEXPEDITORS INTL WASH INC$16.2M0.13%134,048CommonSHARED
29261A100EHCENCOMPASS HEALTH CORP$16.2M0.13%239,432CommonSHARED
701094104PHPARKER-HANNIFIN CORP$16.2M0.13%41,478CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$16.1M0.13%68,843CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$16.0M0.13%92,331CommonSHARED
G29183103ETNEATON CORP PLC$15.9M0.12%79,136CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$15.9M0.12%177,586CommonSHARED
759509102RSRELIANCE STEEL & ALUMINUM CO$15.7M0.12%57,929CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$15.7M0.12%16,452CommonSHARED
G06536109WAVERLEY CAPITAL ACQUIS CORP$15.7M0.12%1,514,224CommonSHARED
34959E109FTNTFORTINET INC$15.7M0.12%207,373CommonSHARED
518439104ELLAUDER ESTEE COS INC$15.4M0.12%78,372CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$15.4M0.12%78,441CommonSHARED
617446448MSMORGAN STANLEY$15.3M0.12%179,584CommonSHARED
949746101WMT2WELLS FARGO CO NEW$15.2M0.12%355,999CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$15.1M0.12%483,682CommonSHARED
00507V109AIYACTIVISION BLIZZARD INC$15.1M0.12%178,891CommonSHARED
78463V107GLDSPDR GOLD TR$15.0M0.12%84,207CommonSHARED
126408103CSXCSX CORP$15.0M0.12%439,125CommonSHARED
172967424CCITIGROUP INC$14.9M0.12%324,063CommonSHARED
67066Y105NACNUVEEN CA QUALTY MUN INCOME$14.7M0.12%1,344,972CommonSHARED
682189105ONON SEMICONDUCTOR CORP$14.6M0.11%154,562CommonSHARED
842587107SOSOUTHERN CO$14.6M0.11%207,202CommonSHARED
92189F437ANGLVANECK ETF TRUST$14.5M0.11%522,965CommonSHARED
14174T107CTRECARETRUST REIT INC$14.4M0.11%725,413CommonSHARED
252131107DXCMDEXCOM INC$14.4M0.11%111,872CommonSHARED
N53745100LYBLYONDELLBASELL INDUSTRIES N$14.3M0.11%156,224CommonSHARED
744320102PRUPRUDENTIAL FINL INC$14.3M0.11%162,023CommonSHARED
92189H409HYDVANECK ETF TRUST$14.2M0.11%277,067CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$14.2M0.11%246,084CommonSHARED
78468R622JNKSPDR SER TR$14.1M0.11%153,340CommonSHARED
046353108AZNNASTRAZENECA PLC$14.1M0.11%196,670CommonSHARED
25746U109DDOMINION ENERGY INC$13.9M0.11%268,255CommonSHARED
651639106NEMNEWMONT CORP$13.9M0.11%325,023CommonSHARED
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$13.8M0.11%247,972CommonSHARED
81181C104SEAGEN INC$13.8M0.11%71,472CommonSHARED
74144T108TROWPRICE T ROWE GROUP INC$13.6M0.11%121,542CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$13.6M0.11%231,336CommonSHARED
67070X101NZFNUVEEN MUNICIPAL CREDIT INC$13.6M0.11%1,162,557CommonSHARED
67071L106NVGNUVEEN AMT FREE MUN CR INC F$13.5M0.11%1,157,364CommonSHARED
447011107HUNHUNTSMAN CORP$13.4M0.11%495,865CommonSHARED
00206R102TAT&T INC$13.3M0.10%834,150CommonSHARED
464288646IGSBISHARES TR$13.3M0.10%264,651CommonSHARED
95040Q104WELLWELLTOWER INC$13.2M0.10%163,638CommonSHARED
902494103TSNTYSON FOODS INC$13.1M0.10%255,691CommonSHARED
067901108ABXBARRICK GOLD CORP$13.0M0.10%767,249CommonSHARED
963320106WHRWHIRLPOOL CORP$12.9M0.10%86,997CommonSHARED
78377T107RHPRYMAN HOSPITALITY PPTYS INC$12.9M0.10%138,390CommonSHARED
27829C105ETWEATON VANCE TAX-MANAGED GLOB$12.9M0.10%1,563,405CommonSHARED
278277108EOSEATON VANCE ENHANCED EQUITY$12.7M0.10%711,033CommonSHARED
928563402VMWAVMWARE INC$12.6M0.10%87,663CommonSHARED
09251A104BDJBLACKROCK ENHANCED EQUITY DI$12.5M0.10%1,501,379CommonSHARED
22822V101CCICROWN CASTLE INC$12.5M0.10%109,372CommonSHARED
401664107GBABGUGGENHEIM TAXABLE MUNICP BO$12.4M0.10%762,676CommonSHARED
007973100AEISADVANCED ENERGY INDS$12.4M0.10%111,358CommonSHARED
444859102HUMHUMANA INC$12.4M0.10%27,756CommonSHARED
513272104LWLAMB WESTON HLDGS INC$12.4M0.10%107,598CommonSHARED
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OP$12.3M0.10%2,395,836CommonSHARED
20825C104COPCONOCOPHILLIPS$12.3M0.10%118,491CommonSHARED
91913Y100VLOVALERO ENERGY CORP$12.2M0.10%104,286CommonSHARED
92840R101NFJVIRTUS DIVIDEND INTEREST & P$12.2M0.10%996,260CommonSHARED
92939U106WECWEC ENERGY GROUP INC$12.1M0.10%137,522CommonSHARED
46284V101IRMIRON MTN INC DEL$12.1M0.09%212,797CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$12.1M0.09%156,611CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$12.1M0.09%184,724CommonSHARED
58733R102MELIMERCADOLIBRE INC$12.0M0.09%10,156CommonSHARED
67074C103NBBNUVEEN TAXABLE MUNICPAL INM$11.9M0.09%761,134CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$11.9M0.09%377,560CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$11.9M0.09%32,306CommonSHARED
46132P108IIMINVESCO VALUE MUN INCOME TR$11.9M0.09%1,003,277CommonSHARED
92189H300EMLCVANECK ETF TRUST$11.8M0.09%463,310CommonSHARED
866674104SUISUN CMNTYS INC$11.8M0.09%90,538CommonSHARED
278274105EOIEATON VANCE ENHANCED EQUITY$11.8M0.09%713,119CommonSHARED
571903202MARMARRIOTT INTL INC NEW$11.7M0.09%63,487CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$11.7M0.09%82,934CommonSHARED
45168D104IDXXIDEXX LABS INC$11.6M0.09%23,132CommonSHARED
98138H101WDAYWORKDAY INC$11.6M0.09%51,397CommonSHARED
670663103NMCONUVEEN MUN CR OPPORTUNITIES$11.6M0.09%1,072,064CommonSHARED
902973304USBUS BANCORP DEL$11.6M0.09%350,345CommonSHARED
92556V106VTRSVIATRIS INC$11.6M0.09%1,158,883CommonSHARED
497266106KEXKIRBY CORP$11.5M0.09%149,602CommonSHARED
806407102HSICHENRY SCHEIN INC$11.5M0.09%141,889CommonSHARED
833034101SNASNAP ON INC$11.5M0.09%39,821CommonSHARED
550021109LULULULULEMON ATHLETICA INC$11.4M0.09%30,248CommonSHARED
092501105XBOEXBLACKROCK ENHANCED GLOBAL DI$11.4M0.09%1,136,727CommonSHARED
001055102AFLAFLAC INC$11.4M0.09%163,815CommonSHARED
384802104GWWGRAINGER W W INC$11.3M0.09%14,357CommonSHARED
404030108HEESEURH & E EQUIPMENT SERVICES INC$11.2M0.09%244,659CommonSHARED
388689101GPKGRAPHIC PACKAGING HLDG CO$11.2M0.09%464,777CommonSHARED
285512109EAELECTRONIC ARTS INC$11.2M0.09%86,092CommonSHARED
47233W109JEFJEFFERIES FINL GROUP INC$11.2M0.09%336,347CommonSHARED
806857108SLBSCHLUMBERGER LTD$11.1M0.09%226,365CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$11.1M0.09%80,173CommonSHARED
89832Q109TFCTRUIST FINL CORP$11.1M0.09%364,579CommonSHARED
008492100ADCAGREE RLTY CORP$11.1M0.09%169,103CommonSHARED
460690100IPGINTERPUBLIC GROUP COS INC$11.0M0.09%284,902CommonSHARED
049560105ATOATMOS ENERGY CORP$11.0M0.09%94,310CommonSHARED
83088M102SWKSSKYWORKS SOLUTIONS INC$10.9M0.09%98,788CommonSHARED
27828Y108ETVEATON VANCE TAX-MANAGED BUY-$10.9M0.09%851,224CommonSHARED
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$10.8M0.08%1,021,162CommonSHARED
052769106ADSKAUTODESK INC$10.8M0.08%52,746CommonSHARED
092113109BKHBLACK HILLS CORP$10.8M0.08%178,675CommonSHARED
009066101ABNBAIRBNB INC$10.6M0.08%83,064CommonSHARED
G1330M103BLUE WHALE ACQUISITION CORP$10.6M0.08%1,047,992CommonSHARED
G0250X107AMCRAMCOR PLC$10.6M0.08%1,064,086CommonSHARED
680223104ORIOLD REP INTL CORP$10.6M0.08%421,520CommonSHARED
452327109ILMNILLUMINA INC$10.5M0.08%56,252CommonSHARED
831865209AOSSMITH A O CORP$10.5M0.08%144,497CommonSHARED
125523100CITHE CIGNA GROUP$10.5M0.08%37,454CommonSHARED
11120U105BRXBRIXMOR PPTY GROUP INC$10.5M0.08%476,200CommonSHARED
09253W104XMYDXBLACKROCK MUNIYIELD FD INC$10.5M0.08%1,002,218CommonSHARED
02209S103MOALTRIA GROUP INC$10.5M0.08%230,771CommonSHARED
682680103OKEONEOK INC NEW$10.4M0.08%169,191CommonSHARED
21036P108STZCONSTELLATION BRANDS INC$10.4M0.08%42,381CommonSHARED
128125101CSQCALAMOS STRATEGIC TOTAL RETU$10.4M0.08%706,278CommonSHARED
922908363VOOVANGUARD INDEX FDS$10.4M0.08%25,542CommonSHARED
67066V101NADNUVEEN QUALITY MUNCP INCOME$10.4M0.08%921,138CommonSHARED
031100100AMEAMETEK INC$10.3M0.08%63,844CommonSHARED
46133G107IQIINVESCO QUALITY MUN INCOME T$10.3M0.08%1,073,175CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$10.3M0.08%24,952CommonSHARED
808625107SAICSCIENCE APPLICATIONS INTL CO$10.2M0.08%91,093CommonSHARED
00775W102AEQUI ACQUISITION CORP$10.2M0.08%999,157CommonSHARED
464287457SHYISHARES TR$10.2M0.08%125,986CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$10.2M0.08%111,491CommonSHARED
G54950103LINLINDE PLC$10.1M0.08%26,574CommonSHARED
693718108PCARPACCAR INC$10.1M0.08%120,573CommonSHARED
49803T300KRGKITE RLTY GROUP TR$10.1M0.08%450,276CommonSHARED
743606105PBPROSPERITY BANCSHARES INC$10.1M0.08%177,963CommonSHARED
260003108DOVDOVER CORP$10.0M0.08%68,016CommonSHARED
464288588MBBISHARES TR$10.0M0.08%107,603CommonSHARED
46429B366CMBSISHARES TR$10.0M0.08%218,593CommonSHARED
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$10.0M0.08%915,298CommonSHARED
58155Q103MCKMCKESSON CORP$10.0M0.08%23,360CommonSHARED
679580100ODFLOLD DOMINION FREIGHT LINE IN$9.9M0.08%26,801CommonSHARED
09255R202DSUBLACKROCK DEBT STRATEGIES FD$9.9M0.08%1,009,871CommonSHARED
98389B100XELXCEL ENERGY INC$9.8M0.08%158,411CommonSHARED
30050B101EVHEVOLENT HEALTH INC$9.8M0.08%324,972CommonSHARED
27827X101EIMEATON VANCE MUN BD FD$9.8M0.08%989,389CommonSHARED
09254E103MYIBLACKROCK MUNIYIELD QUALITY$9.8M0.08%895,841CommonSHARED
67073D102XJQCXNUVEEN CR STRATEGIES INCOME$9.7M0.08%1,924,823CommonSHARED
92841M101XNIEXVIRTUS EQUITY & CONV INCM FD$9.7M0.08%458,065CommonSHARED
354613101BENFRANKLIN RESOURCES INC$9.7M0.08%362,237CommonSHARED
09249N101BLEBLACKROCK MUNI INCOME TR II$9.7M0.08%927,997CommonSHARED
537008104LFUSLITTELFUSE INC$9.6M0.08%33,095CommonSHARED
219350105GLWCORNING INC$9.6M0.08%274,623CommonSHARED
718546104PSXPHILLIPS 66$9.6M0.08%100,877CommonSHARED
35086T109FCPTFOUR CORNERS PPTY TR INC$9.6M0.08%377,171CommonSHARED
09248F109BLACKROCK MUN INCOME TR$9.6M0.08%963,143CommonSHARED
78409V104SPGIS&P GLOBAL INC$9.5M0.07%23,779CommonSHARED
127097103CTRACOTERRA ENERGY INC$9.5M0.07%376,065CommonSHARED
025816109AXPAMERICAN EXPRESS CO$9.5M0.07%54,587CommonSHARED
525327102LDOSLEIDOS HOLDINGS INC$9.4M0.07%106,801CommonSHARED
217204106CPRTCOPART INC$9.4M0.07%102,757CommonSHARED
09255X100XFRAXBLACKROCK FLOATING RATE INCO$9.3M0.07%759,416CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$9.3M0.07%20,294CommonSHARED
45337C102INCYINCYTE CORP$9.2M0.07%148,365CommonSHARED
26884L109EQTEQT CORP$9.2M0.07%222,978CommonSHARED
86614U1007SUSUMMIT MATLS INC$9.2M0.07%241,805CommonSHARED
40170T106GUGGUGGENHEIM ACTIVE ALLOC FD$9.1M0.07%634,833CommonSHARED
65473P105NINISOURCE INC$9.1M0.07%332,388CommonSHARED
247361702DALDELTA AIR LINES INC DEL$9.0M0.07%189,093CommonSHARED
46269C102IRDMIRIDIUM COMMUNICATIONS INC$9.0M0.07%144,705CommonSHARED
008474108AEMAGNICO EAGLE MINES LTD$8.9M0.07%178,643CommonSHARED
704326107PAYXPAYCHEX INC$8.9M0.07%79,287CommonSHARED
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$8.8M0.07%353,128CommonSHARED
09254J102MUABLACKROCK MUNIASSETS FD INC$8.8M0.07%863,562CommonSHARED
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$8.7M0.07%701,318CommonSHARED
35137L204FOXFOX CORP$8.7M0.07%273,494CommonSHARED
09257R101BGBBLACKSTONE STRATEGIC CRED 20$8.7M0.07%795,074CommonSHARED
29355A107ENPHENPHASE ENERGY INC$8.7M0.07%51,865CommonSHARED
68389X105ORCLORACLE CORP$8.7M0.07%72,699CommonSHARED
05368V106AVNTAVIENT CORPORATION$8.7M0.07%211,509CommonSHARED
09254F100MQYBLACKROCK MUNIYILD QULT FD I$8.6M0.07%742,876CommonSHARED
320817109FRMEFIRST MERCHANTS CORP$8.6M0.07%304,299CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$8.6M0.07%683,427CommonSHARED
670651108XNCMXNUVEEN CALIFORNIA AMT QLT MU$8.5M0.07%740,684CommonSHARED
521865204LEALEAR CORP$8.5M0.07%59,478CommonSHARED
22160N109CSGPCOSTAR GROUP INC$8.5M0.07%95,900CommonSHARED
016255101ALGNALIGN TECHNOLOGY INC$8.5M0.07%24,111CommonSHARED
758849103REGREGENCY CTRS CORP$8.5M0.07%137,913CommonSHARED
46132H106VCVINVESCO CALIF VALUE MUN INCO$8.4M0.07%879,494CommonSHARED
87161C501SYU1SYNOVUS FINL CORP$8.4M0.07%278,500CommonSHARED
969457100WMBWILLIAMS COS INC$8.4M0.07%257,264CommonSHARED
860630102SFSTIFEL FINL CORP$8.4M0.07%140,559CommonSHARED
670928100NUVNUVEEN MUN VALUE FD INC$8.3M0.07%959,555CommonSHARED
487836108KKELLOGG CO$8.3M0.07%123,376CommonSHARED
011659109ALKALASKA AIR GROUP INC$8.3M0.07%156,316CommonSHARED
722304102PDDPDD HOLDINGS INC$8.3M0.07%120,009CommonSHARED
92936U109WPCWP CAREY INC$8.3M0.07%122,673CommonSHARED
460146103IPINTERNATIONAL PAPER CO$8.3M0.07%260,416CommonSHARED
464287598IWDISHARES TR$8.3M0.06%52,443CommonSHARED
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$8.2M0.06%705,596CommonSHARED
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$8.2M0.06%613,115CommonSHARED
40412C101HCAHCA HEALTHCARE INC$8.2M0.06%26,863CommonSHARED
46132C107VMOINVESCO MUN OPPORTUNITY TR$8.1M0.06%861,448CommonSHARED
69336V101PGTIUSDPGT INNOVATIONS INC$8.1M0.06%278,788CommonSHARED
42250P103DOCHEALTHPEAK PROPERTIES INC$8.1M0.06%403,166CommonSHARED
256677105DGDOLLAR GEN CORP NEW$8.1M0.06%47,702CommonSHARED
128117108CHICALAMOS CONV OPPORTUNITIES &$8.1M0.06%721,797CommonSHARED
313745101FRTFEDERAL RLTY INVT TR NEW$8.1M0.06%83,389CommonSHARED
04621X108AIZASSURANT INC$8.0M0.06%64,007CommonSHARED
12811V105CCDCALAMOS DYNAMIC CONV & INCOM$8.0M0.06%368,947CommonSHARED
67072T108JFRNUVEEN FLOATING RATE INCOME$8.0M0.06%1,012,548CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$8.0M0.06%98,172CommonSHARED
233331107DTEDTE ENERGY CO$7.9M0.06%71,915CommonSHARED
G39387108GFSGLOBALFOUNDRIES INC$7.9M0.06%122,276CommonSHARED
59522J103MAAMID-AMER APT CMNTYS INC$7.9M0.06%51,882CommonSHARED
71943U104DOCUSDPHYSICIANS RLTY TR$7.9M0.06%561,720CommonSHARED
46124J201IVTINVENTRUST PPTYS CORP$7.9M0.06%339,532CommonSHARED
235851102DHRDANAHER CORPORATION$7.8M0.06%32,422CommonSHARED
67075F105XDIAXNUVEEN DOW 30 DYNMC OVERWRT$7.8M0.06%550,708CommonSHARED
46429B747STIPISHARES TR$7.8M0.06%79,464CommonSHARED
12811P108XCHYXCALAMOS CONV & HIGH INCOME F$7.7M0.06%689,309CommonSHARED
311900104FASTFASTENAL CO$7.7M0.06%130,759CommonSHARED
316773100FITBFIFTH THIRD BANCORP$7.7M0.06%293,885CommonSHARED
278642103EBAYEBAY INC.$7.7M0.06%172,330CommonSHARED
46131M106VGMINVESCO TR INVT GRADE MUNS$7.7M0.06%788,921CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$7.7M0.06%24,821CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$7.6M0.06%33,762CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$7.6M0.06%80,568CommonSHARED
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$7.6M0.06%115,976CommonSHARED
45826H109ITGRINTEGER HLDGS CORP$7.5M0.06%85,187CommonSHARED
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$7.5M0.06%120,358CommonSHARED
25179M103DVNDEVON ENERGY CORP NEW$7.5M0.06%155,463CommonSHARED
88224Q107TCBITEXAS CAP BANCSHARES INC$7.5M0.06%145,696CommonSHARED
189054109CLXCLOROX CO DEL$7.5M0.06%46,915CommonSHARED
071813109BAXBAXTER INTL INC$7.5M0.06%163,648CommonSHARED
194014502ENOVENOVIS CORPORATION$7.4M0.06%115,901CommonSHARED
256746108DLTRDOLLAR TREE INC$7.4M0.06%51,598CommonSHARED
00130H105AESAES CORP$7.4M0.06%356,727CommonSHARED
039653100ACAARCOSA INC$7.4M0.06%97,474CommonSHARED
53223X107LIFE STORAGE INC$7.4M0.06%55,414CommonSHARED
655844108NSCNORFOLK SOUTHN CORP$7.4M0.06%32,456CommonSHARED
98956P102ZBHZIMMER BIOMET HOLDINGS INC$7.3M0.06%50,365CommonSHARED
09249W101BLWBLACKROCK LTD DURATION INCOM$7.3M0.06%569,009CommonSHARED
27829G106ETJEATON VANCE RISK-MANAGED DIV$7.3M0.06%884,916CommonSHARED
743315103PGRPROGRESSIVE CORP$7.3M0.06%54,777CommonSHARED
101121101BXPBOSTON PROPERTIES INC$7.3M0.06%125,891CommonSHARED
443510607HUBBHUBBELL INC$7.2M0.06%21,837CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$7.2M0.06%3,375CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$7.2M0.06%57,101CommonSHARED
95766M105MMUWESTERN ASSET MANAGED MUNS F$7.2M0.06%723,802CommonSHARED
902653104UDRUDR INC$7.2M0.06%167,298CommonSHARED
92206C813VCLTVANGUARD SCOTTSDALE FDS$7.2M0.06%91,268CommonSHARED
03073E105CORAMERISOURCEBERGEN CORP$7.1M0.06%36,983CommonSHARED
345370860FFORD MTR CO DEL$7.1M0.06%467,105CommonSHARED
171779309CIENCIENA CORP$7.1M0.06%166,282CommonSHARED
03662Q105AKXANSYS INC$7.1M0.06%21,368CommonSHARED
22052L104CTVACORTEVA INC$7.0M0.06%122,997CommonSHARED
G50871105JAZZJAZZ PHARMACEUTICALS PLC$7.0M0.06%56,812CommonSHARED
23753F107DSKEUSDDASEKE INC$7.0M0.06%984,046CommonSHARED
46131J103VKQINVESCO MUNICIPAL TRUST$7.0M0.05%740,343CommonSHARED
19247G107COHRCOHERENT CORP$7.0M0.05%136,632CommonSHARED
988498101YUMYUM BRANDS INC$7.0M0.05%50,253CommonSHARED
464287176TIPISHARES TR$6.9M0.05%64,224CommonSHARED
26614N102DDDUPONT DE NEMOURS INC$6.9M0.05%96,659CommonSHARED
631103108NDAQNASDAQ INC$6.9M0.05%138,079CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$6.8M0.05%120,201CommonSHARED
044186104ASHASHLAND INC$6.8M0.05%78,362CommonSHARED
23804L103DDOGDATADOG INC$6.8M0.05%69,142CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$6.8M0.05%89,926CommonSHARED
049468101TEAMATLASSIAN CORPORATION$6.8M0.05%40,341CommonSHARED
09248E102XBFZXBLACKROCK CALIF MUN INCOME T$6.7M0.05%568,294CommonSHARED
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$6.7M0.05%846,809CommonSHARED
92206C870VCITVANGUARD SCOTTSDALE FDS$6.7M0.05%84,477CommonSHARED
517834107LVSLAS VEGAS SANDS CORP$6.7M0.05%115,062CommonSHARED
29362U104ENTGENTEGRIS INC$6.7M0.05%60,015CommonSHARED
46428Q109SLVISHARES SILVER TR$6.6M0.05%316,380CommonSHARED
27829L105EOTEATON VANCE NATL MUN OPPORT$6.6M0.05%380,166CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$6.6M0.05%44,876CommonSHARED
26969P108EXPEAGLE MATLS INC$6.6M0.05%35,274CommonSHARED
962879102WPMWHEATON PRECIOUS METALS CORP$6.6M0.05%151,566CommonSHARED
12685JAE5CABO 0 03/15/26CABLE ONE INC$6.5M0.05%8,000,000CommonSHARED
125896100CMSCMS ENERGY CORP$6.5M0.05%110,831CommonSHARED
G0692U109AXSAXIS CAP HLDGS LTD$6.5M0.05%120,691CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$6.5M0.05%22,130CommonSHARED
361448103GATXGATX CORP$6.5M0.05%50,296CommonSHARED
91307C102UTHRUNITED THERAPEUTICS CORP DEL$6.4M0.05%29,198CommonSHARED
410120109HWCHANCOCK WHITNEY CORPORATION$6.4M0.05%166,886CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$6.4M0.05%116,591CommonSHARED
278865100ECLECOLAB INC$6.4M0.05%34,144CommonSHARED
09256U105BSLBLACKSTONE SENI FLTN RAT 202$6.4M0.05%496,854CommonSHARED
09662E109DSMBNY MELLON STRATEGIC MUN BD$6.4M0.05%1,116,406CommonSHARED
56064K100MMDMAINSTAY MACKAY DEFINEDTERM$6.4M0.05%372,295CommonSHARED
091941104BGTBLACKROCK FLOATING RATE INC$6.3M0.05%541,625CommonSHARED
49446R109KIMKIMCO RLTY CORP$6.3M0.05%319,618CommonSHARED
31428X106FDXFEDEX CORP$6.3M0.05%25,406CommonSHARED
01864U106AFBALLIANCEBERNSTEIN NATL MUN I$6.3M0.05%582,773CommonSHARED
153527205CENTACENTRAL GARDEN & PET CO$6.2M0.05%171,368CommonSHARED
98980G102ZSZSCALER INC$6.2M0.05%42,482CommonSHARED
27828Q105XEFRXEATON VANCE SR FLTNG RTE TR$6.1M0.05%522,050CommonSHARED
552690109MDUMDU RES GROUP INC$6.1M0.05%292,509CommonSHARED
38059T106GFIGOLD FIELDS LTD$6.1M0.05%441,992CommonSHARED
64119V303NTSTNETSTREIT CORP$6.1M0.05%340,205CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$6.1M0.05%59,954CommonSHARED
115637209BF/BBROWN FORMAN CORP$6.0M0.05%90,198CommonSHARED
G46188101HZNPNHORIZON THERAPEUTICS PUB L$6.0M0.05%58,069CommonSHARED
27826U108EVNEATON VANCE MUNI INCOME TRUS$6.0M0.05%600,217CommonSHARED
31847R102FAFFIRST AMERN FINL CORP$5.9M0.05%104,336CommonSHARED
92343E102VRSNVERISIGN INC$5.9M0.05%26,309CommonSHARED
27828H105XEVVXEATON VANCE LTD DURATION INC$5.9M0.05%634,585CommonSHARED
053611109AVYAVERY DENNISON CORP$5.9M0.05%34,419CommonSHARED
278279104EFTEATON VANCE FLTING RATE INC$5.9M0.05%504,129CommonSHARED
72201A103XPMQXPIMCO MUN INCOME FD III$5.9M0.05%729,805CommonSHARED
570535104MKLMARKEL GROUP INC$5.9M0.05%4,239CommonSHARED
615369105MCOMOODYS CORP$5.8M0.05%16,779CommonSHARED
29364G103ETRENTERGY CORP NEW$5.8M0.05%59,847CommonSHARED
7591EP100RFREGIONS FINANCIAL CORP NEW$5.8M0.05%326,884CommonSHARED
092508100BTZBLACKROCK CR ALLOCATION INCO$5.8M0.05%573,214CommonSHARED
880779103TEXTEREX CORP NEW$5.8M0.05%97,066CommonSHARED
64110D104NTAPNETAPP INC$5.8M0.05%75,436CommonSHARED
863667101SYKSTRYKER CORPORATION$5.7M0.04%18,769CommonSHARED
05588W108LEOBNY MELLON STRATEGIC MUNS IN$5.7M0.04%914,076CommonSHARED
670695105NUWNUVEEN AMT-FREE MUN VALUE FD$5.7M0.04%413,279CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$5.7M0.04%525,790CommonSHARED
09255P107HYTBLACKROCK CORPOR HI YLD FD I$5.7M0.04%633,509CommonSHARED
46138G805BABINVESCO EXCH TRADED FD TR II$5.6M0.04%212,459CommonSHARED
03076C106AMPAMERIPRISE FINL INC$5.6M0.04%16,915CommonSHARED
09254L107MUCBLACKROCK MUNIHLDNGS CALI QL$5.6M0.04%512,020CommonSHARED
00764C109AVKADVENT CONV & INCOME FD$5.5M0.04%472,415CommonSHARED
406216101HALHALLIBURTON CO$5.4M0.04%165,104CommonSHARED
297178105ESSESSEX PPTY TR INC$5.4M0.04%23,225CommonSHARED
56418H100MANMANPOWERGROUP INC WIS$5.4M0.04%68,471CommonSHARED
003057106ACPABRDN INCOME CREDIT STRATEGI$5.4M0.04%792,981CommonSHARED
808524839SCHZSCHWAB STRATEGIC TR$5.4M0.04%117,462CommonSHARED
097023105BABOEING CO$5.4M0.04%25,646CommonSHARED
780910105RVTROYCE VALUE TR INC$5.4M0.04%390,441CommonSHARED
670656107NRKNUVEEN NEW YORK AMT QLT MUNI$5.4M0.04%519,881CommonSHARED
48249T106KIOKKR INCOME OPPORTUNITIES FD$5.3M0.04%460,266CommonSHARED
023608102AEEAMEREN CORP$5.3M0.04%65,363CommonSHARED
09255C106BLACKROCK MUNIHLDGS NY QLTY$5.3M0.04%506,585CommonSHARED
09255E102MYNBLACKROCK MUNIYIELD N Y QUAL$5.3M0.04%523,837CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$5.3M0.04%31,684CommonSHARED
58463J304MPTMEDICAL PPTYS TRUST INC$5.3M0.04%571,832CommonSHARED
896522109TRNTRINITY INDS INC$5.3M0.04%205,488CommonSHARED
03784Y200APLEAPPLE HOSPITALITY REIT INC$5.3M0.04%349,469CommonSHARED

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.