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GUGGENHEIM CAPITAL LLC

Q1 2024 · 13F-HR

GUGGENHEIM CAPITAL LLCholdings as filed

Filed 2024-05-14 · accession 0001283072-24-000003

$14.19B
Reported value
1,869
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1869

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$466.6M3.29%1,108,953CommonSHARED
67066G104NVDANVIDIA CORPORATION$420.4M2.96%465,308CommonSHARED
037833100AAPLAPPLE INC$372.2M2.62%2,170,261CommonSHARED
023135106AMZNAMAZON COM INC$270.2M1.90%1,498,194CommonSHARED
30303M102METAMETA PLATFORMS INC$244.7M1.72%504,008CommonSHARED
11135F101AVGOBROADCOM INC$241.6M1.70%182,319CommonSHARED
02079K305GOOGLALPHABET INC$161.1M1.14%1,067,280CommonSHARED
747525103QCOMQUALCOMM INC$137.0M0.97%808,995CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$136.8M0.96%261,501CommonSHARED
17275R102CSCOCISCO SYS INC$122.9M0.87%2,463,232CommonSHARED
038222105AMATAPPLIED MATLS INC$116.1M0.82%563,110CommonSHARED
02079K107GOOGALPHABET INC$115.6M0.81%759,411CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$115.6M0.81%157,782CommonSHARED
713448108PEPPEPSICO INC$100.8M0.71%575,850CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$100.6M0.71%557,393CommonSHARED
88160R101TSLATESLA INC$99.2M0.70%564,231CommonSHARED
512807108LRCXEURLAM RESEARCH CORP$97.5M0.69%100,397CommonSHARED
20030N101CMCSACOMCAST CORP NEW$84.0M0.59%1,938,287CommonSHARED
031162100AMGNAMGEN INC$82.1M0.58%288,779CommonSHARED
00724F101ADBEADOBE INC$81.2M0.57%160,984CommonSHARED
191216100KOCOCA COLA CO$77.5M0.55%1,266,045CommonSHARED
94106L109WMWASTE MGMT INC DEL$74.6M0.53%349,924CommonSHARED
64110L106NFLXNETFLIX INC$73.6M0.52%121,260CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$69.3M0.49%363,137CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$69.3M0.49%165,701CommonSHARED
G54950103LINLINDE PLC$67.7M0.48%145,849CommonSHARED
458140100INTCINTEL CORP$67.4M0.48%1,526,350CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$65.6M0.46%327,570CommonSHARED
92826C839VVISA INC$64.4M0.45%230,695CommonSHARED
438516106HONHONEYWELL INTL INC$63.5M0.45%309,348CommonSHARED
872590104TMUST-MOBILE US INC$62.8M0.44%384,721CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$61.4M0.43%216,126CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$61.3M0.43%127,250CommonSHARED
74340W103PLDPROLOGIS INC.$61.0M0.43%468,594CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$60.2M0.42%16,592CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$60.0M0.42%172,838CommonSHARED
58933Y105MRKMERCK & CO INC$59.4M0.42%450,233CommonSHARED
29444U700EQIXEQUINIX INC$58.8M0.41%71,247CommonSHARED
166764100CVXCHEVRON CORP NEW$58.1M0.41%368,233CommonSHARED
548661107LOWLOWES COS INC$57.6M0.41%226,094CommonSHARED
00287Y109ABBVABBVIE INC$57.3M0.40%314,685CommonSHARED
609207105MDLZMONDELEZ INTL INC$56.9M0.40%813,083CommonSHARED
882508104TXNTEXAS INSTRS INC$56.2M0.40%322,504CommonSHARED
580135101MCDMCDONALDS CORP$54.5M0.38%193,380CommonSHARED
855244109SBUXSTARBUCKS CORP$52.5M0.37%574,059CommonSHARED
595112103MUMICRON TECHNOLOGY INC$52.4M0.37%444,838CommonSHARED
461202103INTUINTUIT$51.0M0.36%78,441CommonSHARED
375558103GILDGILEAD SCIENCES INC$51.0M0.36%695,899CommonSHARED
009158106APDAIR PRODS & CHEMS INC$48.9M0.34%201,768CommonSHARED
907818108UNPUNION PAC CORP$48.3M0.34%196,498CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$47.4M0.33%95,820CommonSHARED
482480100KLACKLA CORP$47.0M0.33%67,292CommonSHARED
G5960L103MDTMEDTRONIC PLC$46.4M0.33%532,022CommonSHARED
92189F106GDXVANECK ETF TRUST$46.2M0.33%1,462,499CommonSHARED
871829107SYYSYSCO CORP$45.5M0.32%560,900CommonSHARED
478160104JNJJOHNSON & JOHNSON$45.3M0.32%286,673CommonSHARED
81762P102NOWSERVICENOW INC$45.3M0.32%59,443CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$44.7M0.31%1,064,880CommonSHARED
30231G102XOMEXXON MOBIL CORP$43.9M0.31%377,271CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$42.7M0.30%81,700CALLSHARED
78462F103SPYSPDR S&P 500 ETF TR$42.7M0.30%81,700PUTSHARED
244199105DEDEERE & CO$41.5M0.29%101,047CommonSHARED
79466L302CRMSALESFORCE INC$41.2M0.29%136,765CommonSHARED
742718109PGPROCTER AND GAMBLE CO$41.2M0.29%253,834CommonSHARED
717081103PFEPFIZER INC$40.9M0.29%1,472,226CommonSHARED
032654105ADIANALOG DEVICES INC$39.9M0.28%201,941CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$39.8M0.28%41,353CommonSHARED
532457108LLYELI LILLY & CO$39.7M0.28%51,039CommonSHARED
98978V103ZTSZOETIS INC$39.5M0.28%233,165CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$39.2M0.28%98,141CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$38.5M0.27%446,809CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$38.1M0.27%256,559CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$37.5M0.26%89,086CommonSHARED
253868103DLRDIGITAL RLTY TR INC$37.2M0.26%258,243CommonSHARED
78467V608SRLNSSGA ACTIVE ETF TR$37.2M0.26%882,835CommonSHARED
87612E106TGTTARGET CORP$36.8M0.26%207,773CommonSHARED
09247X101BLKCHFBLACKROCK INC$36.5M0.26%43,776CommonSHARED
56585A102MPCMARATHON PETE CORP$35.4M0.25%175,661CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$35.2M0.25%131,249CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$35.0M0.25%646,163CommonSHARED
34959E109FTNTFORTINET INC$35.0M0.25%512,247CommonSHARED
231021106CMICUMMINS INC$34.8M0.25%118,085CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$34.6M0.24%138,647CommonSHARED
65339F101NEENEXTERA ENERGY INC$34.3M0.24%537,397CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$34.2M0.24%523,587CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$34.1M0.24%137,708CommonSHARED
126650100CVSCVS HEALTH CORP$33.2M0.23%416,148CommonSHARED
871607107SNPSSYNOPSYS INC$31.9M0.22%55,859CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$31.7M0.22%159,823CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$31.6M0.22%75,693CommonSHARED
291011104EMREMERSON ELEC CO$31.2M0.22%275,194CommonSHARED
260557103DOWDOW INC$31.0M0.22%534,455CommonSHARED
149123101CATCATERPILLAR INC$30.5M0.22%83,287CommonSHARED
437076102HDHOME DEPOT INC$29.2M0.21%76,189CommonSHARED
172908105CTASCINTAS CORP$29.0M0.20%42,211CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$28.7M0.20%139,371CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$28.4M0.20%424,312CommonSHARED
015271109AREALEXANDRIA REAL ESTATE EQ IN$28.4M0.20%220,460CommonSHARED
550021109LULULULULEMON ATHLETICA INC$28.1M0.20%72,048CommonSHARED
74460D109PSAPUBLIC STORAGE$27.9M0.20%96,285CommonSHARED
872540109TJXTJX COS INC NEW$27.6M0.19%271,676CommonSHARED
500754106KHCKRAFT HEINZ CO$27.4M0.19%743,360CommonSHARED
277432100EMNEASTMAN CHEM CO$27.1M0.19%270,612CommonSHARED
701094104PHPARKER-HANNIFIN CORP$27.1M0.19%48,730CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$26.7M0.19%376,722CommonSHARED
G29183103ETNEATON CORP PLC$25.9M0.18%82,937CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$25.8M0.18%434,701CommonSHARED
670346105NUENUCOR CORP$25.6M0.18%129,202CommonSHARED
30034W106EVRGEVERGY INC$25.6M0.18%478,816CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$25.3M0.18%110,129CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$25.3M0.18%81,401CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$25.3M0.18%161,369CommonSHARED
N07059210ASMLASML HOLDING N V$25.1M0.18%25,823CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$25.0M0.18%8,609CommonSHARED
254687106DISDISNEY WALT CO$24.5M0.17%199,822CommonSHARED
852234AJ2XYZ 0 05/01/26BLOCK INC$24.2M0.17%27,121,000CommonSHARED
052769106ADSKAUTODESK INC$24.1M0.17%92,693CommonSHARED
09260D107BXBLACKSTONE INC$23.5M0.17%178,850CommonSHARED
925652109VICIVICI PPTYS INC$23.5M0.17%787,226CommonSHARED
30225T102EXREXTRA SPACE STORAGE INC$23.3M0.16%158,627CommonSHARED
670837103OGEOGE ENERGY CORP$23.0M0.16%671,944CommonSHARED
718172109PMPHILIP MORRIS INTL INC$23.0M0.16%250,560CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$22.9M0.16%115,863CommonSHARED
91529Y106UNMUNUM GROUP$22.8M0.16%423,977CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$22.7M0.16%122,924CommonSHARED
59156R108METMETLIFE INC$22.5M0.16%303,340CommonSHARED
172967424CCITIGROUP INC$22.4M0.16%354,236CommonSHARED
369550108GDGENERAL DYNAMICS CORP$22.3M0.16%79,000CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$21.8M0.15%37,455CommonSHARED
46187W107INVHINVITATION HOMES INC$21.7M0.15%608,197CommonSHARED
931142103WMTWALMART INC$21.6M0.15%359,544CommonSHARED
464287655IWMISHARES TR$21.4M0.15%101,646CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$21.3M0.15%66,540CommonSHARED
457187102INGRINGREDION INC$21.3M0.15%182,246CommonSHARED
009066101ABNBAIRBNB INC$21.1M0.15%127,743CommonSHARED
060505104BACBANK AMERICA CORP$21.0M0.15%554,728CommonSHARED
949746101WMT2WELLS FARGO CO NEW$20.9M0.15%360,865CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$20.5M0.14%18,197CommonSHARED
46090E103QQQINVESCO QQQ TR$20.5M0.14%46,089CommonSHARED
91913Y100VLOVALERO ENERGY CORP$20.3M0.14%119,127CommonSHARED
88579Y101MMM3M CO$20.3M0.14%191,555CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$20.3M0.14%209,675CommonSHARED
571903202MARMARRIOTT INTL INC NEW$20.2M0.14%80,230CommonSHARED
759509102RSRELIANCE INC$20.2M0.14%60,572CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$20.2M0.14%211,215CommonSHARED
654106103NKENIKE INC$20.1M0.14%214,146CommonSHARED
H1467J104CBCHUBB LIMITED$20.1M0.14%77,580CommonSHARED
29261A100EHCENCOMPASS HEALTH CORP$19.9M0.14%241,030CommonSHARED
693718108PCARPACCAR INC$19.7M0.14%158,913CommonSHARED
58733R102MELIMERCADOLIBRE INC$19.6M0.14%12,992CommonSHARED
427866108HSYHERSHEY CO$19.6M0.14%100,540CommonSHARED
126408103CSXCSX CORP$19.5M0.14%525,052CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$18.9M0.13%1,032,986CommonSHARED
722304102PDDPDD HOLDINGS INC$18.8M0.13%162,084CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$18.8M0.13%41,372CommonSHARED
723484101PNWPINNACLE WEST CAP CORP$18.8M0.13%251,308CommonSHARED
30161N101EXCEXELON CORP$18.7M0.13%498,332CommonSHARED
464287242LQDISHARES TR$18.5M0.13%169,896CommonSHARED
47233W109JEFJEFFERIES FINL GROUP INC$18.4M0.13%417,545CommonSHARED
002824100ABTABBOTT LABS$18.4M0.13%161,838CommonSHARED
252131107DXCMDEXCOM INC$18.2M0.13%130,947CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$18.1M0.13%202,059CommonSHARED
46138G508BKLNINVESCO EXCH TRADED FD TR II$18.0M0.13%849,754CommonSHARED
880770102TERTERADYNE INC$17.9M0.13%158,807CommonSHARED
278277108EOSEATON VANCE ENHANCED EQUITY$17.7M0.12%876,816CommonSHARED
723787107PXDEURPIONEER NAT RES CO$17.7M0.12%67,305CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$17.5M0.12%40,839CommonSHARED
98138H101WDAYWORKDAY INC$17.4M0.12%63,691CommonSHARED
756109104OREALTY INCOME CORP$17.1M0.12%316,907CommonSHARED
617446448MSMORGAN STANLEY$17.0M0.12%181,072CommonSHARED
464287457SHYISHARES TR$17.0M0.12%208,053CommonSHARED
78464A359CWBSPDR SER TR$17.0M0.12%232,111CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$16.8M0.12%29,986CommonSHARED
680223104ORIOLD REP INTL CORP$16.8M0.12%546,457CommonSHARED
89832Q109TFCTRUIST FINL CORP$16.4M0.12%419,726CommonSHARED
125523100CITHE CIGNA GROUP$16.2M0.11%44,638CommonSHARED
902973304USBUS BANCORP DEL$16.2M0.11%362,456CommonSHARED
45168D104IDXXIDEXX LABS INC$16.0M0.11%29,577CommonSHARED
42250P103DOCHEALTHPEAK PROPERTIES INC$15.8M0.11%843,664CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$15.7M0.11%242,281CommonSHARED
78409V104SPGIS&P GLOBAL INC$15.6M0.11%36,685CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$15.5M0.11%506,555CommonSHARED
231561101CWCURTISS WRIGHT CORP$15.5M0.11%60,671CommonSHARED
67070X101NZFNUVEEN MUNICIPAL CREDIT INC$15.5M0.11%1,265,167CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$15.5M0.11%328,718CommonSHARED
298736109EEFTEURONET WORLDWIDE INC$15.4M0.11%140,112CommonSHARED
36467J108GLPIGAMING & LEISURE PPTYS INC$15.4M0.11%333,283CommonSHARED
743315103PGRPROGRESSIVE CORP$15.3M0.11%74,046CommonSHARED
217204106CPRTCOPART INC$15.3M0.11%264,051CommonSHARED
92276F100VTRVENTAS INC$15.2M0.11%350,097CommonSHARED
29476L107EQREQUITY RESIDENTIAL$15.1M0.11%238,900CommonSHARED
464288646IGSBISHARES TR$15.0M0.11%291,591CommonSHARED
09062X103BIIBBIOGEN INC$14.9M0.10%69,050CommonSHARED
960413102WLKWESTLAKE CORPORATION$14.8M0.10%97,069CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$14.8M0.10%202,061CommonSHARED
60770K107MRNAMODERNA INC$14.8M0.10%138,719CommonSHARED
260003108DOVDOVER CORP$14.7M0.10%83,183CommonSHARED
046353108AZNNASTRAZENECA PLC$14.7M0.10%217,374CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$14.7M0.10%188,241CommonSHARED
92189F437ANGLVANECK ETF TRUST$14.7M0.10%505,504CommonSHARED
29364G103ETRENTERGY CORP NEW$14.4M0.10%136,707CommonSHARED
55303J106MGPIMGP INGREDIENTS INC NEW$14.4M0.10%167,669CommonSHARED
778296103ROSTROSS STORES INC$14.3M0.10%97,562CommonSHARED
23804L103DDOGDATADOG INC$14.3M0.10%115,778CommonSHARED
316773100FITBFIFTH THIRD BANCORP$14.3M0.10%383,808CommonSHARED
27829C105ETWEATON VANCE TAX-MANAGED GLOB$14.1M0.10%1,714,843CommonSHARED
09254F100MQYBLACKROCK MUNIYILD QULT FD I$14.1M0.10%1,147,644CommonSHARED
718546104PSXPHILLIPS 66$14.0M0.10%85,956CommonSHARED
40170T106GUGGUGGENHEIM ACTIVE ALLOC FD$14.0M0.10%950,000CommonSHARED
78468R622JNKSPDR SER TR$14.0M0.10%146,788CommonSHARED
78463V107GLDSPDR GOLD TR$13.9M0.10%67,786CommonSHARED
09251A104BDJBLACKROCK ENHANCED EQUITY DI$13.9M0.10%1,684,358CommonSHARED
860630102SFSTIFEL FINL CORP$13.9M0.10%177,558CommonSHARED
09254E103MYIBLACKROCK MUNIYIELD QUALITY$13.8M0.10%1,204,322CommonSHARED
281020107EIXEDISON INTL$13.8M0.10%194,682CommonSHARED
83088M102SWKSSKYWORKS SOLUTIONS INC$13.7M0.10%126,916CommonSHARED
04621X108AIZASSURANT INC$13.7M0.10%72,792CommonSHARED
525327102LDOSLEIDOS HOLDINGS INC$13.7M0.10%104,272CommonSHARED
704326107PAYXPAYCHEX INC$13.6M0.10%111,057CommonSHARED
388689101GPKGRAPHIC PACKAGING HLDG CO$13.6M0.10%466,771CommonSHARED
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$13.6M0.10%247,223CommonSHARED
65473P105NINISOURCE INC$13.5M0.10%488,166CommonSHARED
931427108WFCWALGREENS BOOTS ALLIANCE INC$13.5M0.09%621,235CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$13.3M0.09%97,082CommonSHARED
570535104MKLMARKEL GROUP INC$13.3M0.09%8,764CommonSHARED
679580100ODFLOLD DOMINION FREIGHT LINE IN$13.3M0.09%60,513CommonSHARED
25809K105DASHDOORDASH INC$13.2M0.09%96,173CommonSHARED
95040Q104WELLWELLTOWER INC$13.2M0.09%141,559CommonSHARED
31428X106FDXFEDEX CORP$13.2M0.09%45,426CommonSHARED
78377T107RHPRYMAN HOSPITALITY PPTYS INC$13.1M0.09%113,742CommonSHARED
76169C100REXRREXFORD INDL RLTY INC$13.1M0.09%261,210CommonSHARED
67071L106NVGNUVEEN AMT FREE MUN CR INC F$13.1M0.09%1,081,306CommonSHARED
227046109CROXCROCS INC$13.1M0.09%91,182CommonSHARED
09248X100BBNBLACKROCK TAX MUNICPAL BD TR$13.1M0.09%799,077CommonSHARED
464288588MBBISHARES TR$13.1M0.09%141,263CommonSHARED
40412C101HCAHCA HEALTHCARE INC$13.1M0.09%39,129CommonSHARED
74144T108TROWPRICE T ROWE GROUP INC$13.0M0.09%106,604CommonSHARED
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$13.0M0.09%1,230,249CommonSHARED
92840R101NFJVIRTUS DIVIDEND INTEREST & P$12.9M0.09%1,011,584CommonSHARED
92556V106VTRSVIATRIS INC$12.9M0.09%1,082,338CommonSHARED
902494103TSNTYSON FOODS INC$12.9M0.09%219,387CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$12.7M0.09%36,747CommonSHARED
00206R102TAT&T INC$12.7M0.09%722,700CommonSHARED
404030108HEESEURH & E EQUIPMENT SERVICES INC$12.7M0.09%197,770CommonSHARED
20825C104COPCONOCOPHILLIPS$12.7M0.09%99,571CommonSHARED
27828Y108ETVEATON VANCE TAX-MANAGED BUY-$12.6M0.09%972,244CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$12.5M0.09%58,846CommonSHARED
320817109FRMEFIRST MERCHANTS CORP$12.5M0.09%358,460CommonSHARED
67072T108JFRNUVEEN FLOATING RATE INCOME$12.4M0.09%1,421,817CommonSHARED
401664107GBABGUGGENHEIM TAXABLE MUNICP BO$12.4M0.09%762,676CommonSHARED
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$12.4M0.09%925,203CommonSHARED
682189105ONON SEMICONDUCTOR CORP$12.3M0.09%167,547CommonSHARED
513272104LWLAMB WESTON HLDGS INC$12.3M0.09%115,605CommonSHARED
075887109BDXBECTON DICKINSON & CO$12.2M0.09%49,356CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$12.2M0.09%65,749CommonSHARED
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$12.1M0.09%1,004,610CommonSHARED
67066Y105NACNUVEEN CA QUALTY MUN INCOME$12.1M0.09%1,097,338CommonSHARED
7591EP100RFREGIONS FINANCIAL CORP NEW$12.1M0.09%574,132CommonSHARED
444859102HUMHUMANA INC$12.0M0.08%34,619CommonSHARED
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$12.0M0.08%1,082,895CommonSHARED
14174T107CTRECARETRUST REIT INC$12.0M0.08%490,503CommonSHARED
278274105EOIEATON VANCE ENHANCED EQUITY$11.9M0.08%655,049CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$11.9M0.08%131,223CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$11.9M0.08%355,852CommonSHARED
09249N101BLEBLACKROCK MUNI INCOME TR II$11.9M0.08%1,095,692CommonSHARED
219350105GLWCORNING INC$11.9M0.08%360,403CommonSHARED
22160N109CSGPCOSTAR GROUP INC$11.9M0.08%122,898CommonSHARED
670651108XNCMXNUVEEN CALIFORNIA AMT QLT MU$11.8M0.08%974,833CommonSHARED
67066V101NADNUVEEN QUALITY MUNCP INCOME$11.8M0.08%1,027,573CommonSHARED
744320102PRUPRUDENTIAL FINL INC$11.8M0.08%100,242CommonSHARED
460690100IPGINTERPUBLIC GROUP COS INC$11.7M0.08%359,317CommonSHARED
651639106NEMNEWMONT CORP$11.7M0.08%327,112CommonSHARED
N53745100LYBLYONDELLBASELL INDUSTRIES N$11.7M0.08%114,572CommonSHARED
46284V101IRMIRON MTN INC DEL$11.7M0.08%145,905CommonSHARED
27827X101EIMEATON VANCE MUN BD FD$11.7M0.08%1,130,419CommonSHARED
194014502ENOVENOVIS CORPORATION$11.6M0.08%186,509CommonSHARED
92841M101XNIEXVIRTUS EQUITY & CONV INCM FD$11.6M0.08%517,701CommonSHARED
49446R109KIMKIMCO RLTY CORP$11.5M0.08%587,551CommonSHARED
46429B747STIPISHARES TR$11.5M0.08%115,327CommonSHARED
46132P108IIMINVESCO VALUE MUN INCOME TR$11.5M0.08%955,544CommonSHARED
372460105GPCGENUINE PARTS CO$11.4M0.08%73,637CommonSHARED
311900104FASTFASTENAL CO$11.4M0.08%147,686CommonSHARED
09254J102MUABLACKROCK MUNIASSETS FD INC$11.4M0.08%1,025,458CommonSHARED
036752103ELVELEVANCE HEALTH INC$11.3M0.08%21,787CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$11.3M0.08%38,788CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$11.2M0.08%124,884CommonSHARED
03076C106AMPAMERIPRISE FINL INC$11.2M0.08%25,615CommonSHARED
670663103NMCONUVEEN MUN CR OPPORTUNITIES$11.2M0.08%1,061,056CommonSHARED
007973100AEISADVANCED ENERGY INDS$11.2M0.08%109,601CommonSHARED
09253W104XMYDXBLACKROCK MUNIYIELD FD INC$11.2M0.08%1,008,160CommonSHARED
92189H409HYDVANECK ETF TRUST$11.1M0.08%212,506CommonSHARED
285512109EAELECTRONIC ARTS INC$11.1M0.08%83,343CommonSHARED
86614U1007SUSUMMIT MATLS INC$11.0M0.08%246,891CommonSHARED
670928100NUVNUVEEN MUN VALUE FD INC$10.9M0.08%1,256,737CommonSHARED
30050B101EVHEVOLENT HEALTH INC$10.9M0.08%332,429CommonSHARED
031100100AMEAMETEK INC$10.9M0.08%59,516CommonSHARED
067901108ABXBARRICK GOLD CORP$10.9M0.08%652,186CommonSHARED
92939U106WECWEC ENERGY GROUP INC$10.8M0.08%132,019CommonSHARED
67074C103NBBNUVEEN TAXABLE MUNICPAL INM$10.7M0.08%701,504CommonSHARED
655844108NSCNORFOLK SOUTHN CORP$10.7M0.08%42,121CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$10.7M0.08%82,926CommonSHARED
02209S103MOALTRIA GROUP INC$10.7M0.08%245,016CommonSHARED
78573L106SBRASABRA HEALTH CARE REIT INC$10.7M0.08%722,451CommonSHARED
553530106MSMMSC INDL DIRECT INC$10.6M0.07%109,460CommonSHARED
866674104SUISUN CMNTYS INC$10.6M0.07%82,537CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$10.6M0.07%29,748CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$10.5M0.07%101,946CommonSHARED
98980G102ZSZSCALER INC$10.5M0.07%54,464CommonSHARED
497266106KEXKIRBY CORP$10.5M0.07%109,753CommonSHARED
001055102AFLAFLAC INC$10.4M0.07%121,555CommonSHARED
29605J106ESABESAB CORPORATION$10.3M0.07%93,385CommonSHARED
46133G107IQIINVESCO QUALITY MUN INCOME T$10.3M0.07%1,062,561CommonSHARED
302130109EXPDEXPEDITORS INTL WASH INC$10.3M0.07%84,601CommonSHARED
460146103IPINTERNATIONAL PAPER CO$10.2M0.07%262,487CommonSHARED
044186104ASHASHLAND INC$10.2M0.07%104,753CommonSHARED
833034101SNASNAP ON INC$10.1M0.07%34,065CommonSHARED
049468101TEAMATLASSIAN CORPORATION$10.1M0.07%51,686CommonSHARED
092501105XBOEXBLACKROCK ENHANCED GLOBAL DI$10.1M0.07%961,316CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$10.0M0.07%720,007CommonSHARED
46132H106VCVINVESCO CALIF VALUE MUN INCO$10.0M0.07%1,008,364CommonSHARED
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$10.0M0.07%149,602CommonSHARED
44107P104HSTHOST HOTELS & RESORTS INC$10.0M0.07%482,974CommonSHARED
09255R202DSUBLACKROCK DEBT STRATEGIES FD$10.0M0.07%902,037CommonSHARED
45826H109ITGRINTEGER HLDGS CORP$10.0M0.07%85,329CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$9.9M0.07%145,049CommonSHARED
67073D102XJQCXNUVEEN CR STRATEGIES INCOME$9.9M0.07%1,780,107CommonSHARED
816851109SRESEMPRA$9.9M0.07%137,921CommonSHARED
25179M103DVNDEVON ENERGY CORP NEW$9.9M0.07%196,877CommonSHARED
46131J103VKQINVESCO MUNICIPAL TRUST$9.9M0.07%1,017,556CommonSHARED
833445109SNOWSNOWFLAKE INC$9.9M0.07%61,062CommonSHARED
313745101FRTFEDERAL RLTY INVT TR NEW$9.7M0.07%95,406CommonSHARED
92206C870VCITVANGUARD SCOTTSDALE FDS$9.7M0.07%120,948CommonSHARED
808625107SAICSCIENCE APPLICATIONS INTL CO$9.7M0.07%74,652CommonSHARED
92189H300EMLCVANECK ETF TRUST$9.7M0.07%396,934CommonSHARED
09248F109BLACKROCK MUN INCOME TR$9.7M0.07%940,192CommonSHARED
09257R101BGBBLACKSTONE STRATEGIC CRED 20$9.7M0.07%815,205CommonSHARED
452327109ILMNILLUMINA INC$9.7M0.07%70,465CommonSHARED
521865204LEALEAR CORP$9.6M0.07%66,328CommonSHARED
26969P108EXPEAGLE MATLS INC$9.5M0.07%35,101CommonSHARED
128125101CSQCALAMOS STRATEGIC TOTAL RETU$9.5M0.07%580,982CommonSHARED
98389B100XELXCEL ENERGY INC$9.4M0.07%175,434CommonSHARED
12514G108CDWCDW CORP$9.4M0.07%36,712CommonSHARED
22822V101CCICROWN CASTLE INC$9.4M0.07%88,719CommonSHARED
21036P108STZCONSTELLATION BRANDS INC$9.4M0.07%34,451CommonSHARED
247361702DALDELTA AIR LINES INC DEL$9.3M0.07%194,916CommonSHARED
464287176TIPISHARES TR$9.3M0.07%86,233CommonSHARED
12653C108CNXCNX RES CORP$9.3M0.07%390,311CommonSHARED
88339J105TTDTHE TRADE DESK INC$9.2M0.07%105,604CommonSHARED
690742101OCOWENS CORNING NEW$9.2M0.06%55,263CommonSHARED
25746U109DDOMINION ENERGY INC$9.2M0.06%187,071CommonSHARED
03662Q105AKXANSYS INC$9.2M0.06%26,477CommonSHARED
60937P106MDBMONGODB INC$9.1M0.06%25,511CommonSHARED
G0250X107AMCRAMCOR PLC$9.1M0.06%960,686CommonSHARED
75281A109RRCRANGE RES CORP$9.1M0.06%264,071CommonSHARED
464287598IWDISHARES TR$9.1M0.06%50,684CommonSHARED
46132C107VMOINVESCO MUN OPPORTUNITY TR$9.0M0.06%925,980CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$9.0M0.06%142,653CommonSHARED
09255X100XFRAXBLACKROCK FLOATING RATE INCO$8.9M0.06%688,709CommonSHARED
02665T306AMHAMERICAN HOMES 4 RENT$8.9M0.06%241,383CommonSHARED
922908363VOOVANGUARD INDEX FDS$8.8M0.06%18,326CommonSHARED
092508100BTZBLACKROCK CR ALLOCATION INCO$8.8M0.06%822,446CommonSHARED
040413106ANETEURARISTA NETWORKS INC$8.8M0.06%30,313CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$8.8M0.06%37,253CommonSHARED
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$8.7M0.06%124,820CommonSHARED
101121101BXPBOSTON PROPERTIES INC$8.7M0.06%133,369CommonSHARED
743606105PBPROSPERITY BANCSHARES INC$8.7M0.06%131,516CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$8.6M0.06%58,011CommonSHARED
337738108FISVFISERV INC$8.6M0.06%53,820CommonSHARED
26856L103ELFE L F BEAUTY INC$8.6M0.06%43,781CommonSHARED
127097103CTRACOTERRA ENERGY INC$8.6M0.06%307,062CommonSHARED
49803T300KRGKITE RLTY GROUP TR$8.5M0.06%394,338CommonSHARED
09256U105BSLBLACKSTONE SENI FLTN RAT 202$8.5M0.06%596,479CommonSHARED
626717102MURMURPHY OIL CORP$8.5M0.06%186,840CommonSHARED
963320106WHRWHIRLPOOL CORP$8.5M0.06%71,274CommonSHARED
320517105FHNFIRST HORIZON CORPORATION$8.5M0.06%552,315CommonSHARED
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OP$8.4M0.06%1,590,582CommonSHARED
039653100ACAARCOSA INC$8.4M0.06%98,066CommonSHARED
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$8.4M0.06%87,995CommonSHARED
46429B655FLOTISHARES TR$8.3M0.06%163,445CommonSHARED
72200U100PCNPIMCO CORPORATE & INCM STRG$8.3M0.06%593,821CommonSHARED
11120U105BRXBRIXMOR PPTY GROUP INC$8.3M0.06%353,543CommonSHARED
552690109MDUMDU RES GROUP INC$8.3M0.06%328,373CommonSHARED
87161C501SYU1SYNOVUS FINL CORP$8.3M0.06%206,535CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$8.3M0.06%51,072CommonSHARED
68389X105ORCLORACLE CORP$8.2M0.06%65,256CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$8.2M0.06%110,342CommonSHARED
26884L109EQTEQT CORP$8.1M0.06%218,241CommonSHARED
05368V106AVNTAVIENT CORPORATION$8.1M0.06%186,400CommonSHARED
12811P108XCHYXCALAMOS CONV & HIGH INCOME F$8.1M0.06%683,373CommonSHARED
67075F105XDIAXNUVEEN DOW 30 DYNMC OVERWRT$8.1M0.06%549,262CommonSHARED
229663109CUBECUBESMART$7.9M0.06%175,784CommonSHARED
128117108CHICALAMOS CONV OPPORTUNITIES &$7.9M0.06%699,929CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$7.9M0.06%53,342CommonSHARED
842587107SOSOUTHERN CO$7.9M0.06%109,717CommonSHARED
G39387108GFSGLOBALFOUNDRIES INC$7.8M0.06%150,383CommonSHARED
15118V207CELHCELSIUS HLDGS INC$7.8M0.06%94,433CommonSHARED
15135B101CNCCENTENE CORP DEL$7.8M0.06%99,691CommonSHARED
008474108AEMAGNICO EAGLE MINES LTD$7.8M0.06%130,940CommonSHARED
27828H105XEVVXEATON VANCE LTD DURATION INC$7.8M0.05%798,697CommonSHARED
19247G107COHRCOHERENT CORP$7.8M0.05%128,060CommonSHARED
969457100WMBWILLIAMS COS INC$7.8M0.05%199,140CommonSHARED
256746108DLTRDOLLAR TREE INC$7.7M0.05%58,154CommonSHARED
012653101ALBALBEMARLE CORP$7.7M0.05%58,767CommonSHARED
27826U108EVNEATON VANCE MUNI INCOME TRUS$7.7M0.05%752,350CommonSHARED
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$7.7M0.05%318,284CommonSHARED
00130H105AESAES CORP$7.6M0.05%426,262CommonSHARED
268150109DTDYNATRACE INC$7.6M0.05%164,545CommonSHARED
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$7.6M0.05%576,684CommonSHARED
091941104BGTBLACKROCK FLOATING RATE INC$7.6M0.05%586,902CommonSHARED
12811V105CCDCALAMOS DYNAMIC CONV & INCOM$7.6M0.05%348,582CommonSHARED
517834107LVSLAS VEGAS SANDS CORP$7.6M0.05%146,336CommonSHARED
09254L107MUCBLACKROCK MUNIHLDNGS CALI QL$7.6M0.05%685,857CommonSHARED
09249W101BLWBLACKROCK LTD DURATION INCOM$7.5M0.05%536,588CommonSHARED
092479104BLACKROCK MUN INCOME QUALITY$7.5M0.05%646,375CommonSHARED
53115L104LBRTLIBERTY ENERGY INC$7.5M0.05%361,557CommonSHARED
58155Q103MCKMCKESSON CORP$7.5M0.05%13,943CommonSHARED
23753F107DSKEUSDDASEKE INC$7.4M0.05%896,432CommonSHARED
09248E102XBFZXBLACKROCK CALIF MUN INCOME T$7.4M0.05%626,976CommonSHARED
27829G106ETJEATON VANCE RISK-MANAGED DIV$7.4M0.05%884,306CommonSHARED
235851102DHRDANAHER CORPORATION$7.4M0.05%29,452CommonSHARED
863667101SYKSTRYKER CORPORATION$7.3M0.05%20,432CommonSHARED
46435G102ICVTISHARES TR$7.2M0.05%90,328CommonSHARED
345370860FFORD MTR CO DEL$7.2M0.05%541,246CommonSHARED
745867101PHMPULTE GROUP INC$7.2M0.05%59,510CommonSHARED
518439104ELLAUDER ESTEE COS INC$7.2M0.05%46,516CommonSHARED
92840M102VSTVISTRA CORP$7.2M0.05%102,832CommonSHARED
447011107HUNHUNTSMAN CORP$7.1M0.05%274,635CommonSHARED
025816109AXPAMERICAN EXPRESS CO$7.1M0.05%31,364CommonSHARED
12541W209CHRWC H ROBINSON WORLDWIDE INC$7.1M0.05%93,767CommonSHARED
097023105BABOEING CO$7.1M0.05%36,865CommonSHARED
48249T106KIOKKR INCOME OPPORTUNITIES FD$7.1M0.05%523,333CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$7.1M0.05%91,848CommonSHARED
681919106OMCOMNICOM GROUP INC$7.0M0.05%72,767CommonSHARED
153527205CENTACENTRAL GARDEN & PET CO$7.0M0.05%190,138CommonSHARED
29362U104ENTGENTEGRIS INC$7.0M0.05%49,898CommonSHARED
942622200WSOWATSCO INC$7.0M0.05%16,222CommonSHARED
48020Q107JLLJONES LANG LASALLE INC$7.0M0.05%35,838CommonSHARED
46131M106VGMINVESCO TR INVT GRADE MUNS$7.0M0.05%707,973CommonSHARED
758849103REGREGENCY CTRS CORP$7.0M0.05%115,198CommonSHARED
682680103OKEONEOK INC NEW$7.0M0.05%86,979CommonSHARED
12685JAE5CABO 0 03/15/26CABLE ONE INC$7.0M0.05%8,000,000CommonSHARED
95766M105MMUWESTERN ASSET MANAGED MUNS F$6.9M0.05%664,501CommonSHARED
09255E102MYNBLACKROCK MUNIYIELD N Y QUAL$6.9M0.05%659,660CommonSHARED
00764C109AVKADVENT CONV & INCOME FD$6.8M0.05%571,772CommonSHARED
25754A201DPZDOMINOS PIZZA INC$6.8M0.05%13,693CommonSHARED
670656107NRKNUVEEN NEW YORK AMT QLT MUNI$6.8M0.05%624,280CommonSHARED
27828X100ETBEATON VANCE TAX MNGED BUY WR$6.8M0.05%495,992CommonSHARED
03784Y200APLEAPPLE HOSPITALITY REIT INC$6.7M0.05%411,302CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$6.7M0.05%770,420CommonSHARED
086516101BBYBEST BUY INC$6.7M0.05%81,931CommonSHARED
806857108SLBSCHLUMBERGER LTD$6.7M0.05%122,440CommonSHARED
26210C104DBXDROPBOX INC$6.7M0.05%276,039CommonSHARED
91307C102UTHRUNITED THERAPEUTICS CORP DEL$6.7M0.05%29,170CommonSHARED
845467109SWN1EURSOUTHWESTERN ENERGY CO$6.7M0.05%883,724CommonSHARED
831865209AOSSMITH A O CORP$6.7M0.05%74,699CommonSHARED
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$6.7M0.05%282,691CommonSHARED
37045V100GMGENERAL MTRS CO$6.7M0.05%146,951CommonSHARED
72201Y101PDIPIMCO DYNAMIC INCOME FD$6.7M0.05%345,157CommonSHARED
053611109AVYAVERY DENNISON CORP$6.6M0.05%29,675CommonSHARED
018802108LNTALLIANT ENERGY CORP$6.6M0.05%131,435CommonSHARED
256677105DGDOLLAR GEN CORP NEW$6.6M0.05%42,317CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$6.6M0.05%48,337CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$6.6M0.05%90,649CommonSHARED
30161Q104EXELEXELIXIS INC$6.5M0.05%275,597CommonSHARED
780910105RVTROYCE VALUE TR INC$6.5M0.05%431,095CommonSHARED
278279104EFTEATON VANCE FLTING RATE INC$6.5M0.05%489,006CommonSHARED
09255C106BLACKROCK MUNIHLDGS NY QLTY$6.4M0.05%608,748CommonSHARED
631103108NDAQNASDAQ INC$6.4M0.05%102,106CommonSHARED
G48833118WFRDWEATHERFORD INTL PLC$6.4M0.05%55,606CommonSHARED
58506Q109MEDPMEDPACE HLDGS INC$6.4M0.05%15,872CommonSHARED
00751Y106AAPADVANCE AUTO PARTS INC$6.3M0.04%74,571CommonSHARED
72201J104PFNPIMCO INCOME STRATEGY FD II$6.3M0.04%848,193CommonSHARED
46132X101OIAINVESCO MUNI INCOME OPP TRST$6.2M0.04%956,033CommonSHARED
97650W108WTFCWINTRUST FINL CORP$6.2M0.04%59,395CommonSHARED
929042109VNOVORNADO RLTY TR$6.2M0.04%214,333CommonSHARED
67066X107NANNUVEEN NEW YORK QLT MUN INC$6.2M0.04%562,472CommonSHARED
384802104GWWGRAINGER W W INC$6.2M0.04%6,046CommonSHARED
115637209BF/BBROWN FORMAN CORP$6.1M0.04%119,121CommonSHARED
233331107DTEDTE ENERGY CO$6.1M0.04%54,620CommonSHARED
H11356104BGBUNGE GLOBAL SA$6.1M0.04%59,693CommonSHARED
09253R105XMVFXBLACKROCK MUNIVEST FD INC$6.1M0.04%864,937CommonSHARED
988498101YUMYUM BRANDS INC$6.1M0.04%44,026CommonSHARED
337318109FFAFIRST TR ENHANCED EQUITY INC$6.1M0.04%322,260CommonSHARED
71424F105PRPERMIAN RESOURCES CORP$6.1M0.04%344,397CommonSHARED
911363109URIUNITED RENTALS INC$6.1M0.04%8,431CommonSHARED
92840N100ACVVIRTUS DIVERSIFIED INCM & CO$6.1M0.04%253,621CommonSHARED
23331A109DHID R HORTON INC$6.1M0.04%36,850CommonSHARED
67062C107NCANUVEEN CALIFORNIA MUNI VLU F$6.1M0.04%672,371CommonSHARED
670695105NUWNUVEEN AMT-FREE MUN VALUE FD$6.0M0.04%444,074CommonSHARED
530158104USALIBERTY ALL STAR EQUITY FD$6.0M0.04%836,904CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$6.0M0.04%15,105CommonSHARED
03073E105CORCENCORA INC$6.0M0.04%24,576CommonSHARED
89055F103BLDTOPBUILD CORP$5.9M0.04%13,466CommonSHARED
896522109TRNTRINITY INDS INC$5.9M0.04%212,413CommonSHARED
27828Q105XEFRXEATON VANCE SR FLTNG RTE TR$5.9M0.04%453,485CommonSHARED
59522J103MAAMID-AMER APT CMNTYS INC$5.9M0.04%44,817CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$5.9M0.04%136,199CommonSHARED
674215207CHRDCHORD ENERGY CORPORATION$5.8M0.04%32,702CommonSHARED
922475108VEEVVEEVA SYS INC$5.8M0.04%25,110CommonSHARED
071813109BAXBAXTER INTL INC$5.8M0.04%135,750CommonSHARED

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.