MondegarAI
GUGGENHEIM CAPITAL LLC

Q2 2024 · 13F-HR

GUGGENHEIM CAPITAL LLCholdings as filed

Filed 2024-08-14 · accession 0001283072-24-000006

$14.10B
Reported value
1,857
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1857

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$563.2M3.99%4,558,784CommonSHARED
594918104MSFTMICROSOFT CORP$514.0M3.64%1,150,023CommonSHARED
037833100AAPLAPPLE INC$471.2M3.34%2,237,109CommonSHARED
11135F101AVGOBROADCOM INC$296.5M2.10%184,680CommonSHARED
023135106AMZNAMAZON COM INC$294.5M2.09%1,524,004CommonSHARED
30303M102METAMETA PLATFORMS INC$257.7M1.83%511,084CommonSHARED
02079K305GOOGLALPHABET INC$194.5M1.38%1,067,936CommonSHARED
747525103QCOMQUALCOMM INC$160.5M1.14%805,630CommonSHARED
02079K107GOOGALPHABET INC$139.4M0.99%760,076CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$137.3M0.97%161,509CommonSHARED
038222105AMATAPPLIED MATLS INC$126.4M0.90%535,786CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$124.5M0.88%228,818CommonSHARED
17275R102CSCOCISCO SYS INC$116.0M0.82%2,441,722CommonSHARED
88160R101TSLATESLA INC$113.3M0.80%572,357CommonSHARED
512807108LRCXEURLAM RESEARCH CORP$101.6M0.72%95,397CommonSHARED
713448108PEPPEPSICO INC$97.4M0.69%590,600CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$94.8M0.67%584,618CommonSHARED
00724F101ADBEADOBE INC$86.9M0.62%156,415CommonSHARED
031162100AMGNAMGEN INC$86.6M0.61%277,069CommonSHARED
64110L106NFLXNETFLIX INC$79.8M0.57%118,296CommonSHARED
191216100KOCOCA COLA CO$78.8M0.56%1,237,310CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$78.2M0.55%230,620CommonSHARED
94106L109WMWASTE MGMT INC DEL$77.8M0.55%364,841CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$74.8M0.53%159,687CommonSHARED
20030N101CMCSACOMCAST CORP NEW$74.1M0.53%1,891,743CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$70.2M0.50%346,973CommonSHARED
872590104TMUST-MOBILE US INC$69.2M0.49%392,728CommonSHARED
G54950103LINLINDE PLC$69.2M0.49%157,612CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$67.4M0.48%17,022CommonSHARED
882508104TXNTEXAS INSTRS INC$63.8M0.45%327,929CommonSHARED
438516106HONHONEYWELL INTL INC$62.9M0.45%294,731CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$60.8M0.43%111,800PUTSHARED
78462F103SPYSPDR S&P 500 ETF TR$60.8M0.43%111,800CALLSHARED
92826C839VVISA INC$60.3M0.43%229,803CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$59.6M0.42%344,810CommonSHARED
595112103MUMICRON TECHNOLOGY INC$58.4M0.41%443,953CommonSHARED
609207105MDLZMONDELEZ INTL INC$58.2M0.41%889,258CommonSHARED
482480100KLACKLA CORP$56.2M0.40%68,167CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$55.9M0.40%126,716CommonSHARED
74340W103PLDPROLOGIS INC.$54.9M0.39%488,614CommonSHARED
166764100CVXCHEVRON CORP NEW$54.2M0.38%346,794CommonSHARED
375558103GILDGILEAD SCIENCES INC$53.4M0.38%777,913CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$53.1M0.38%177,998CommonSHARED
30231G102XOMEXXON MOBIL CORP$52.4M0.37%455,131CommonSHARED
461202103INTUINTUIT$52.1M0.37%79,269CommonSHARED
29444U700EQIXEQUINIX INC$51.8M0.37%68,457CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$51.3M0.36%100,812CommonSHARED
00287Y109ABBVABBVIE INC$51.0M0.36%297,509CommonSHARED
032654105ADIANALOG DEVICES INC$51.0M0.36%223,482CommonSHARED
009158106APDAIR PRODS & CHEMS INC$49.3M0.35%191,075CommonSHARED
58933Y105MRKMERCK & CO INC$48.8M0.35%394,358CommonSHARED
855244109SBUXSTARBUCKS CORP$48.2M0.34%619,456CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$46.2M0.33%103,944CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$46.2M0.33%1,119,323CommonSHARED
458140100INTCINTEL CORP$45.9M0.33%1,482,694CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$45.8M0.32%43,592CommonSHARED
81762P102NOWSERVICENOW INC$45.0M0.32%57,180CommonSHARED
907818108UNPUNION PAC CORP$44.7M0.32%197,443CommonSHARED
G5960L103MDTMEDTRONIC PLC$44.0M0.31%558,425CommonSHARED
871829107SYYSYSCO CORP$42.5M0.30%594,753CommonSHARED
532457108LLYELI LILLY & CO$42.1M0.30%46,548CommonSHARED
580135101MCDMCDONALDS CORP$41.7M0.30%163,637CommonSHARED
478160104JNJJOHNSON & JOHNSON$41.7M0.30%285,275CommonSHARED
548661107LOWLOWES COS INC$41.4M0.29%187,925CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$41.1M0.29%468,276CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$40.8M0.29%171,134CommonSHARED
98978V103ZTSZOETIS INC$40.4M0.29%233,091CommonSHARED
717081103PFEPFIZER INC$40.0M0.28%1,430,580CommonSHARED
871607107SNPSSYNOPSYS INC$39.3M0.28%66,055CommonSHARED
65339F101NEENEXTERA ENERGY INC$38.4M0.27%541,799CommonSHARED
742718109PGPROCTER AND GAMBLE CO$38.1M0.27%230,946CommonSHARED
253868103DLRDIGITAL RLTY TR INC$37.4M0.27%246,143CommonSHARED
244199105DEDEERE & CO$37.2M0.26%99,585CommonSHARED
78467V608SRLNSSGA ACTIVE ETF TR$36.1M0.26%863,450CommonSHARED
09247X101BLKCHFBLACKROCK INC$35.9M0.25%45,571CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$35.3M0.25%258,207CommonSHARED
34959E109FTNTFORTINET INC$34.5M0.24%573,084CommonSHARED
231021106CMICUMMINS INC$33.7M0.24%121,600CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$33.1M0.23%165,345CommonSHARED
79466L302CRMSALESFORCE INC$33.0M0.23%128,484CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$32.2M0.23%485,020CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$31.1M0.22%115,612CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$31.1M0.22%496,401CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$30.5M0.22%67,474CommonSHARED
87612E106TGTTARGET CORP$30.5M0.22%205,865CommonSHARED
N07059210ASMLASML HOLDING N V$30.3M0.22%29,651CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$29.7M0.21%72,973CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$29.5M0.21%76,976CommonSHARED
56585A102MPCMARATHON PETE CORP$29.3M0.21%168,998CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$29.0M0.21%697,351CommonSHARED
172908105CTASCINTAS CORP$28.7M0.20%40,947CommonSHARED
718172109PMPHILIP MORRIS INTL INC$28.3M0.20%279,476CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$28.0M0.20%400,156CommonSHARED
74460D109PSAPUBLIC STORAGE OPER CO$27.3M0.19%95,024CommonSHARED
G29183103ETNEATON CORP PLC$26.8M0.19%85,367CommonSHARED
277432100EMNEASTMAN CHEM CO$26.1M0.18%266,066CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$25.6M0.18%107,934CommonSHARED
260557103DOWDOW INC$25.5M0.18%480,952CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$25.5M0.18%254,270CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$25.3M0.18%507,407CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$25.3M0.18%120,033CommonSHARED
550021109LULULULULEMON ATHLETICA INC$25.0M0.18%83,817CommonSHARED
931142103WMTWALMART INC$25.0M0.18%369,180CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$24.8M0.18%80,683CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$24.8M0.18%123,715CommonSHARED
30034W106EVRGEVERGY INC$24.4M0.17%461,244CommonSHARED
149123101CATCATERPILLAR INC$24.3M0.17%72,983CommonSHARED
852234AJ2XYZ 0 05/01/26BLOCK INC$24.3M0.17%27,121,000CommonSHARED
126650100CVSCVS HEALTH CORP$24.3M0.17%410,708CommonSHARED
701094104PHPARKER-HANNIFIN CORP$24.1M0.17%47,614CommonSHARED
052769106ADSKAUTODESK INC$23.8M0.17%96,219CommonSHARED
500754106KHCKRAFT HEINZ CO$23.7M0.17%735,020CommonSHARED
670837103OGEOGE ENERGY CORP$23.6M0.17%662,063CommonSHARED
291011104EMREMERSON ELEC CO$23.3M0.17%211,880CommonSHARED
015271109AREALEXANDRIA REAL ESTATE EQ IN$23.1M0.16%197,619CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$22.9M0.16%151,112CommonSHARED
722304102PDDPDD HOLDINGS INC$22.3M0.16%167,731CommonSHARED
09260D107BXBLACKSTONE INC$22.2M0.16%179,466CommonSHARED
872540109TJXTJX COS INC NEW$22.1M0.16%201,090CommonSHARED
59156R108METMETLIFE INC$22.0M0.16%314,130CommonSHARED
58733R102MELIMERCADOLIBRE INC$21.9M0.16%13,340CommonSHARED
91529Y106UNMUNUM GROUP$21.7M0.15%425,213CommonSHARED
670346105NUENUCOR CORP$21.7M0.15%137,222CommonSHARED
925652109VICIVICI PPTYS INC$21.6M0.15%753,351CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$21.5M0.15%1,080,768CommonSHARED
464287457SHYISHARES TR$21.4M0.15%262,334CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$21.1M0.15%108,661CommonSHARED
457187102INGRINGREDION INC$21.1M0.15%184,020CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$21.1M0.15%363,223CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$20.9M0.15%226,632CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$20.8M0.15%19,719CommonSHARED
46187W107INVHINVITATION HOMES INC$20.8M0.15%579,903CommonSHARED
880770102TERTERADYNE INC$20.7M0.15%139,868CommonSHARED
369550108GDGENERAL DYNAMICS CORP$20.7M0.15%71,347CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$20.7M0.15%226,183CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$20.5M0.15%37,157CommonSHARED
060505104BACBANK AMERICA CORP$20.5M0.15%514,569CommonSHARED
949746101WMT2WELLS FARGO CO NEW$20.4M0.14%343,450CommonSHARED
47233W109JEFJEFFERIES FINL GROUP INC$20.3M0.14%408,633CommonSHARED
29261A100EHCENCOMPASS HEALTH CORP$20.2M0.14%235,706CommonSHARED
437076102HDHOME DEPOT INC$20.2M0.14%58,708CommonSHARED
743315103PGRPROGRESSIVE CORP$20.2M0.14%97,185CommonSHARED
30225T102EXREXTRA SPACE STORAGE INC$19.6M0.14%125,926CommonSHARED
571903202MARMARRIOTT INTL INC NEW$19.4M0.14%80,250CommonSHARED
723484101PNWPINNACLE WEST CAP CORP$19.0M0.13%248,905CommonSHARED
693718108PCARPACCAR INC$19.0M0.13%184,477CommonSHARED
009066101ABNBAIRBNB INC$18.8M0.13%123,973CommonSHARED
30161N101EXCEXELON CORP$18.7M0.13%541,456CommonSHARED
98138H101WDAYWORKDAY INC$18.6M0.13%83,049CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$18.4M0.13%90,548CommonSHARED
464287242LQDISHARES TR$18.4M0.13%171,386CommonSHARED
126408103CSXCSX CORP$18.3M0.13%547,614CommonSHARED
278277108EOSEATON VANCE ENHANCED EQUITY$18.2M0.13%836,897CommonSHARED
91913Y100VLOVALERO ENERGY CORP$18.2M0.13%116,134CommonSHARED
46138G508BKLNINVESCO EXCH TRADED FD TR II$18.2M0.13%863,549CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$17.7M0.13%31,378CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$17.6M0.12%37,645CommonSHARED
680223104ORIOLD REP INTL CORP$17.4M0.12%564,182CommonSHARED
254687106DISDISNEY WALT CO$17.4M0.12%174,903CommonSHARED
172967424CCITIGROUP INC$17.2M0.12%271,806CommonSHARED
00206R102TAT&T INC$17.1M0.12%896,395CommonSHARED
046353108AZNNASTRAZENECA PLC$17.1M0.12%219,379CommonSHARED
78464A359CWBSPDR SER TR$17.1M0.12%237,124CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$17.0M0.12%124,289CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$16.8M0.12%345,794CommonSHARED
427866108HSYHERSHEY CO$16.7M0.12%91,014CommonSHARED
92276F100VTRVENTAS INC$16.7M0.12%325,273CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$16.5M0.12%493,034CommonSHARED
231561101CWCURTISS WRIGHT CORP$16.4M0.12%60,686CommonSHARED
42250P103DOCHEALTHPEAK PROPERTIES INC$16.1M0.11%822,829CommonSHARED
517834107LVSLAS VEGAS SANDS CORP$16.1M0.11%363,166CommonSHARED
756109104OREALTY INCOME CORP$16.0M0.11%303,781CommonSHARED
260003108DOVDOVER CORP$16.0M0.11%88,691CommonSHARED
67070X101NZFNUVEEN MUNICIPAL CREDIT INC$15.8M0.11%1,278,822CommonSHARED
88579Y101MMM3M CO$15.8M0.11%154,219CommonSHARED
252131107DXCMDEXCOM INC$15.8M0.11%138,935CommonSHARED
002824100ABTABBOTT LABS$15.7M0.11%151,395CommonSHARED
60770K107MRNAMODERNA INC$15.6M0.11%131,531CommonSHARED
320517105FHNFIRST HORIZON CORPORATION$15.6M0.11%987,167CommonSHARED
29476L107EQREQUITY RESIDENTIAL$15.4M0.11%221,974CommonSHARED
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$15.3M0.11%1,416,349CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$15.3M0.11%205,816CommonSHARED
09251A104BDJBLACKROCK ENHANCED EQUITY DI$15.2M0.11%1,862,080CommonSHARED
89832Q109TFCTRUIST FINL CORP$15.2M0.11%390,602CommonSHARED
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$15.1M0.11%1,075,197CommonSHARED
H1467J104CBCHUBB LIMITED$15.1M0.11%59,193CommonSHARED
525327102LDOSLEIDOS HOLDINGS INC$15.1M0.11%103,291CommonSHARED
29364G103ETRENTERGY CORP NEW$15.1M0.11%140,726CommonSHARED
040413106ANETEURARISTA NETWORKS INC$15.0M0.11%42,862CommonSHARED
125523100CITHE CIGNA GROUP$15.0M0.11%45,257CommonSHARED
23804L103DDOGDATADOG INC$14.9M0.11%115,108CommonSHARED
09254F100MQYBLACKROCK MUNIYILD QULT FD I$14.9M0.11%1,213,460CommonSHARED
27828Y108ETVEATON VANCE TAX-MANAGED BUY-$14.8M0.11%1,085,519CommonSHARED
860630102SFSTIFEL FINL CORP$14.8M0.10%175,836CommonSHARED
92189F437ANGLVANECK ETF TRUST$14.8M0.10%522,268CommonSHARED
83088M102SWKSSKYWORKS SOLUTIONS INC$14.7M0.10%138,368CommonSHARED
27829C105ETWEATON VANCE TAX-MANAGED GLOB$14.7M0.10%1,781,622CommonSHARED
65473P105NINISOURCE INC$14.7M0.10%509,593CommonSHARED
281020107EIXEDISON INTL$14.7M0.10%204,323CommonSHARED
759509102RSRELIANCE INC$14.6M0.10%51,258CommonSHARED
217204106CPRTCOPART INC$14.6M0.10%268,690CommonSHARED
778296103ROSTROSS STORES INC$14.5M0.10%100,094CommonSHARED
36467J108GLPIGAMING & LEISURE PPTYS INC$14.5M0.10%321,050CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$14.5M0.10%149,065CommonSHARED
09062X103BIIBBIOGEN INC$14.5M0.10%62,343CommonSHARED
67071L106NVGNUVEEN AMT FREE MUN CR INC F$14.4M0.10%1,153,533CommonSHARED
654106103NKENIKE INC$14.4M0.10%190,491CommonSHARED
316773100FITBFIFTH THIRD BANCORP$14.3M0.10%391,790CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$14.3M0.10%36,785CommonSHARED
464288646IGSBISHARES TR$14.3M0.10%278,188CommonSHARED
09254E103MYIBLACKROCK MUNIYIELD QUALITY$14.2M0.10%1,272,382CommonSHARED
617446448MSMORGAN STANLEY$14.2M0.10%146,359CommonSHARED
40170T106GUGGUGGENHEIM ACTIVE ALLOC FD$14.2M0.10%950,000CommonSHARED
744320102PRUPRUDENTIAL FINL INC$14.2M0.10%120,760CommonSHARED
651639106NEMNEWMONT CORP$14.1M0.10%336,600CommonSHARED
78463V107GLDSPDR GOLD TR$13.9M0.10%64,765CommonSHARED
298736109EEFTEURONET WORLDWIDE INC$13.9M0.10%134,027CommonSHARED
67066Y105NACNUVEEN CA QUALTY MUN INCOME$13.9M0.10%1,202,180CommonSHARED
55303J106MGPIMGP INGREDIENTS INC NEW$13.8M0.10%185,596CommonSHARED
075887109BDXBECTON DICKINSON & CO$13.8M0.10%59,000CommonSHARED
219350105GLWCORNING INC$13.8M0.10%354,583CommonSHARED
670651108XNCMXNUVEEN CALIFORNIA AMT QLT MU$13.6M0.10%1,085,570CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$13.6M0.10%215,106CommonSHARED
95040Q104WELLWELLTOWER INC$13.5M0.10%129,294CommonSHARED
78409V104SPGIS&P GLOBAL INC$13.4M0.09%29,955CommonSHARED
704326107PAYXPAYCHEX INC$13.3M0.09%112,472CommonSHARED
902973304USBUS BANCORP DEL$13.3M0.09%335,554CommonSHARED
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$13.2M0.09%1,150,461CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$13.2M0.09%193,598CommonSHARED
78468R622JNKSPDR SER TR$13.2M0.09%139,570CommonSHARED
682189105ONON SEMICONDUCTOR CORP$13.1M0.09%191,526CommonSHARED
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$12.9M0.09%1,064,548CommonSHARED
464288588MBBISHARES TR$12.8M0.09%139,776CommonSHARED
31428X106FDXFEDEX CORP$12.8M0.09%42,574CommonSHARED
92840R101NFJVIRTUS DIVIDEND INTEREST & P$12.7M0.09%1,037,087CommonSHARED
036752103ELVELEVANCE HEALTH INC$12.7M0.09%23,449CommonSHARED
67066V101NADNUVEEN QUALITY MUNCP INCOME$12.6M0.09%1,073,321CommonSHARED
833445109SNOWSNOWFLAKE INC$12.6M0.09%93,040CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$12.6M0.09%60,724CommonSHARED
45168D104IDXXIDEXX LABS INC$12.4M0.09%25,408CommonSHARED
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$12.3M0.09%246,907CommonSHARED
388689101GPKGRAPHIC PACKAGING HLDG CO$12.2M0.09%467,331CommonSHARED
401664107GBABGUGGENHEIM TAXABLE MUNICP BO$12.2M0.09%768,984CommonSHARED
67072T108JFRNUVEEN FLOATING RATE INCOME$12.2M0.09%1,411,158CommonSHARED
04621X108AIZASSURANT INC$12.2M0.09%73,146CommonSHARED
92841M101XNIEXVIRTUS EQUITY & CONV INCM FD$12.1M0.09%519,079CommonSHARED
497266106KEXKIRBY CORP$12.0M0.09%100,609CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$12.0M0.09%156,021CommonSHARED
278274105EOIEATON VANCE ENHANCED EQUITY$12.0M0.08%616,574CommonSHARED
46429B747STIPISHARES TR$11.9M0.08%120,052CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$11.9M0.08%339,337CommonSHARED
27827X101EIMEATON VANCE MUN BD FD$11.9M0.08%1,127,717CommonSHARED
98980G102ZSZSCALER INC$11.9M0.08%61,956CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$11.8M0.08%85,446CommonSHARED
09249N101BLEBLACKROCK MUNI INCOME TR II$11.8M0.08%1,090,116CommonSHARED
14174T107CTRECARETRUST REIT INC$11.8M0.08%469,389CommonSHARED
007973100AEISADVANCED ENERGY INDS$11.7M0.08%107,238CommonSHARED
09254J102MUABLACKROCK MUNIASSETS FD INC$11.6M0.08%1,001,627CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$11.6M0.08%38,215CommonSHARED
74144T108TROWPRICE T ROWE GROUP INC$11.6M0.08%100,429CommonSHARED
670928100NUVNUVEEN MUN VALUE FD INC$11.6M0.08%1,340,546CommonSHARED
067901108ABXBARRICK GOLD CORP$11.6M0.08%692,544CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$11.5M0.08%38,534CommonSHARED
444859102HUMHUMANA INC$11.5M0.08%30,761CommonSHARED
460146103IPINTERNATIONAL PAPER CO$11.4M0.08%264,775CommonSHARED
718546104PSXPHILLIPS 66$11.4M0.08%80,773CommonSHARED
285512109EAELECTRONIC ARTS INC$11.4M0.08%81,736CommonSHARED
460690100IPGINTERPUBLIC GROUP COS INC$11.4M0.08%390,525CommonSHARED
842587107SOSOUTHERN CO$11.3M0.08%145,690CommonSHARED
902494103TSNTYSON FOODS INC$11.2M0.08%196,791CommonSHARED
46132H106VCVINVESCO CALIF VALUE MUN INCO$11.1M0.08%1,069,530CommonSHARED
46132P108IIMINVESCO VALUE MUN INCOME TR$11.0M0.08%893,313CommonSHARED
09253W104XMYDXBLACKROCK MUNIYIELD FD INC$11.0M0.08%1,014,315CommonSHARED
92556V106VTRSVIATRIS INC$11.0M0.08%1,033,195CommonSHARED
670663103NMCONUVEEN MUN CR OPPORTUNITIES$10.9M0.08%992,544CommonSHARED
20825C104COPCONOCOPHILLIPS$10.9M0.08%95,513CommonSHARED
N53745100LYBLYONDELLBASELL INDUSTRIES N$10.9M0.08%114,047CommonSHARED
960413102WLKWESTLAKE CORPORATION$10.9M0.08%75,093CommonSHARED
7591EP100RFREGIONS FINANCIAL CORP NEW$10.9M0.08%541,762CommonSHARED
311900104FASTFASTENAL CO$10.8M0.08%172,332CommonSHARED
78377T107RHPRYMAN HOSPITALITY PPTYS INC$10.8M0.08%108,349CommonSHARED
679580100ODFLOLD DOMINION FREIGHT LINE IN$10.8M0.08%61,212CommonSHARED
227046109CROXCROCS INC$10.8M0.08%74,014CommonSHARED
88339J105TTDTHE TRADE DESK INC$10.7M0.08%109,948CommonSHARED
25809K105DASHDOORDASH INC$10.6M0.08%97,893CommonSHARED
92939U106WECWEC ENERGY GROUP INC$10.6M0.08%135,661CommonSHARED
78573L106SBRASABRA HEALTH CARE REIT INC$10.6M0.07%685,483CommonSHARED
46284V101IRMIRON MTN INC DEL$10.6M0.07%117,752CommonSHARED
03076C106AMPAMERIPRISE FINL INC$10.5M0.07%24,576CommonSHARED
092508100BTZBLACKROCK CR ALLOCATION INCO$10.5M0.07%979,829CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$10.5M0.07%46,708CommonSHARED
02209S103MOALTRIA GROUP INC$10.4M0.07%229,267CommonSHARED
816851109SRESEMPRA$10.4M0.07%137,117CommonSHARED
21036P108STZCONSTELLATION BRANDS INC$10.3M0.07%40,030CommonSHARED
92189H409HYDVANECK ETF TRUST$10.3M0.07%199,211CommonSHARED
404030108HEESEURH & E EQUIPMENT SERVICES INC$10.3M0.07%232,757CommonSHARED
09254L107MUCBLACKROCK MUNIHLDNGS CALI QL$10.3M0.07%924,814CommonSHARED
46133G107IQIINVESCO QUALITY MUN INCOME T$10.2M0.07%1,029,580CommonSHARED
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$10.2M0.07%91,346CommonSHARED
044186104ASHASHLAND INC$10.2M0.07%107,561CommonSHARED
49446R109KIMKIMCO RLTY CORP$10.2M0.07%521,730CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$10.1M0.07%37,543CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$10.1M0.07%129,080CommonSHARED
302130109EXPDEXPEDITORS INTL WASH INC$10.0M0.07%80,339CommonSHARED
031652100AMKRAMKOR TECHNOLOGY INC$9.9M0.07%247,589CommonSHARED
45826H109ITGRINTEGER HLDGS CORP$9.9M0.07%85,233CommonSHARED
464287176TIPISHARES TR$9.9M0.07%92,392CommonSHARED
513272104LWLAMB WESTON HLDGS INC$9.9M0.07%117,246CommonSHARED
09257R101BGBBLACKSTONE STRATEGIC CRED 20$9.8M0.07%827,237CommonSHARED
12541W209CHRWC H ROBINSON WORLDWIDE INC$9.8M0.07%111,200CommonSHARED
25746U109DDOMINION ENERGY INC$9.7M0.07%198,140CommonSHARED
372460105GPCGENUINE PARTS CO$9.7M0.07%70,089CommonSHARED
67073D102XJQCXNUVEEN CR STRATEGIES INCOME$9.6M0.07%1,736,835CommonSHARED
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$9.6M0.07%130,485CommonSHARED
02665T306AMHAMERICAN HOMES 4 RENT$9.6M0.07%258,704CommonSHARED
09248F109BLACKROCK MUN INCOME TR$9.6M0.07%935,839CommonSHARED
46429B655FLOTISHARES TR$9.5M0.07%186,695CommonSHARED
72200U100PCNPIMCO CORPORATE & INCM STRG$9.4M0.07%713,125CommonSHARED
92206C870VCITVANGUARD SCOTTSDALE FDS$9.4M0.07%117,535CommonSHARED
98389B100XELXCEL ENERGY INC$9.3M0.07%174,604CommonSHARED
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$9.3M0.07%127,425CommonSHARED
831865209AOSSMITH A O CORP$9.2M0.07%112,693CommonSHARED
833034101SNASNAP ON INC$9.2M0.07%35,220CommonSHARED
27828H105XEVVXEATON VANCE LTD DURATION INC$9.2M0.07%943,327CommonSHARED
92189H300EMLCVANECK ETF TRUST$9.2M0.07%386,074CommonSHARED
09255X100XFRAXBLACKROCK FLOATING RATE INCO$9.1M0.06%706,449CommonSHARED
313745101FRTFEDERAL RLTY INVT TR NEW$9.1M0.06%89,882CommonSHARED
86614U1007SUSUMMIT MATLS INC$9.1M0.06%247,205CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$9.0M0.06%51,684CommonSHARED
49427F108KRCKILROY RLTY CORP$9.0M0.06%287,955CommonSHARED
049468101TEAMATLASSIAN CORPORATION$8.9M0.06%50,468CommonSHARED
008474108AEMAGNICO EAGLE MINES LTD$8.9M0.06%136,424CommonSHARED
655844108NSCNORFOLK SOUTHN CORP$8.9M0.06%41,396CommonSHARED
464287598IWDISHARES TR$8.8M0.06%50,684CommonSHARED
384802104GWWGRAINGER W W INC$8.8M0.06%9,783CommonSHARED
092501105XBOEXBLACKROCK ENHANCED GLOBAL DI$8.8M0.06%827,280CommonSHARED
03662Q105AKXANSYS INC$8.8M0.06%27,280CommonSHARED
553530106MSMMSC INDL DIRECT INC$8.8M0.06%110,582CommonSHARED
68389X105ORCLORACLE CORP$8.8M0.06%62,025CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$8.7M0.06%115,920CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$8.7M0.06%662,016CommonSHARED
808625107SAICSCIENCE APPLICATIONS INTL CO$8.7M0.06%73,724CommonSHARED
922908363VOOVANGUARD INDEX FDS$8.6M0.06%17,228CommonSHARED
G0250X107AMCRAMCOR PLC$8.6M0.06%879,206CommonSHARED
49803T300KRGKITE RLTY GROUP TR$8.6M0.06%383,349CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$8.5M0.06%22,125CommonSHARED
320817109FRMEFIRST MERCHANTS CORP$8.5M0.06%256,116CommonSHARED
22160N109CSGPCOSTAR GROUP INC$8.5M0.06%114,521CommonSHARED
128125101CSQCALAMOS STRATEGIC TOTAL RETU$8.5M0.06%503,662CommonSHARED
521865204LEALEAR CORP$8.5M0.06%74,145CommonSHARED
12514G108CDWCDW CORP$8.4M0.06%37,736CommonSHARED
194014502ENOVENOVIS CORPORATION$8.4M0.06%186,442CommonSHARED
67075F105XDIAXNUVEEN DOW 30 DYNMC OVERWRT$8.4M0.06%601,217CommonSHARED
025816109AXPAMERICAN EXPRESS CO$8.4M0.06%36,192CommonSHARED
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$8.4M0.06%333,321CommonSHARED
00764C109AVKADVENT CONV & INCOME FD$8.3M0.06%698,747CommonSHARED
128117108CHICALAMOS CONV OPPORTUNITIES &$8.3M0.06%710,470CommonSHARED
91307C102UTHRUNITED THERAPEUTICS CORP DEL$8.3M0.06%25,949CommonSHARED
039653100ACAARCOSA INC$8.3M0.06%99,072CommonSHARED
72201Y101PDIPIMCO DYNAMIC INCOME FD$8.2M0.06%438,472CommonSHARED
G39387108GFSGLOBALFOUNDRIES INC$8.2M0.06%163,027CommonSHARED
031100100AMEAMETEK INC$8.2M0.06%49,369CommonSHARED
46131J103VKQINVESCO MUNICIPAL TRUST$8.2M0.06%823,950CommonSHARED
72201J104PFNPIMCO INCOME STRATEGY FD II$8.2M0.06%1,144,354CommonSHARED
46435G102ICVTISHARES TR$8.2M0.06%104,341CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$8.1M0.06%80,746CommonSHARED
19247G107COHRCOHERENT CORP$8.1M0.06%111,760CommonSHARED
091941104BGTBLACKROCK FLOATING RATE INC$8.1M0.06%632,942CommonSHARED
743606105PBPROSPERITY BANCSHARES INC$8.1M0.06%131,942CommonSHARED
05368V106AVNTAVIENT CORPORATION$8.1M0.06%184,583CommonSHARED
337738108FISVFISERV INC$8.0M0.06%53,990CommonSHARED
44107P104HSTHOST HOTELS & RESORTS INC$8.0M0.06%446,417CommonSHARED
09255R202DSUBLACKROCK DEBT STRATEGIES FD$8.0M0.06%739,788CommonSHARED
042068205ARMARM HOLDINGS PLC$8.0M0.06%48,961CommonSHARED
27826U108EVNEATON VANCE MUNI INCOME TRUS$8.0M0.06%773,772CommonSHARED
12811V105CCDCALAMOS DYNAMIC CONV & INCOM$8.0M0.06%356,797CommonSHARED
552690109MDUMDU RES GROUP INC$8.0M0.06%318,622CommonSHARED
929042109VNOVORNADO RLTY TR$8.0M0.06%303,389CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$8.0M0.06%51,153CommonSHARED
626717102MURMURPHY OIL CORP$7.9M0.06%192,530CommonSHARED
12811P108XCHYXCALAMOS CONV & HIGH INCOME F$7.9M0.06%703,804CommonSHARED
40412C101HCAHCA HEALTHCARE INC$7.8M0.06%24,429CommonSHARED
086516101BBYBEST BUY INC$7.8M0.06%93,060CommonSHARED
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$7.8M0.06%580,212CommonSHARED
26884L109EQTEQT CORP$7.8M0.06%210,309CommonSHARED
229663109CUBECUBESMART$7.8M0.06%172,094CommonSHARED
27828X100ETBEATON VANCE TAX MNGED BUY WR$7.8M0.06%549,980CommonSHARED
53115L104LBRTLIBERTY ENERGY INC$7.8M0.06%371,661CommonSHARED
09248E102XBFZXBLACKROCK CALIF MUN INCOME T$7.7M0.05%645,853CommonSHARED
11120U105BRXBRIXMOR PPTY GROUP INC$7.7M0.05%334,699CommonSHARED
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OP$7.7M0.05%1,489,553CommonSHARED
37045V100GMGENERAL MTRS CO$7.6M0.05%164,501CommonSHARED
64110D104NTAPNETAPP INC$7.6M0.05%59,071CommonSHARED
27829G106ETJEATON VANCE RISK-MANAGED DIV$7.6M0.05%864,220CommonSHARED
447011107HUNHUNTSMAN CORP$7.6M0.05%332,821CommonSHARED
670656107NRKNUVEEN NEW YORK AMT QLT MUNI$7.5M0.05%678,652CommonSHARED
866674104SUISUN CMNTYS INC$7.5M0.05%62,308CommonSHARED
25754A201DPZDOMINOS PIZZA INC$7.5M0.05%14,473CommonSHARED
04014F102ARDCARES DYNAMIC CR ALLOCATION F$7.4M0.05%499,726CommonSHARED
09255E102MYNBLACKROCK MUNIYIELD N Y QUAL$7.4M0.05%709,102CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$7.4M0.05%157,219CommonSHARED
969457100WMBWILLIAMS COS INC$7.4M0.05%174,351CommonSHARED
48020Q107JLLJONES LANG LASALLE INC$7.4M0.05%35,897CommonSHARED
001055102AFLAFLAC INC$7.3M0.05%81,989CommonSHARED
452327109ILMNILLUMINA INC$7.3M0.05%69,848CommonSHARED
911363109URIUNITED RENTALS INC$7.3M0.05%11,264CommonSHARED
25179M103DVNDEVON ENERGY CORP NEW$7.3M0.05%153,273CommonSHARED
337318109FFAFIRST TR ENHANCED EQUITY INC$7.3M0.05%364,512CommonSHARED
863667101SYKSTRYKER CORPORATION$7.2M0.05%21,275CommonSHARED
48249T106KIOKKR INCOME OPPORTUNITIES FD$7.2M0.05%527,757CommonSHARED
29605J106ESABESAB CORPORATION$7.2M0.05%76,413CommonSHARED
29362U104ENTGENTEGRIS INC$7.2M0.05%53,266CommonSHARED
115236101BROBROWN & BROWN INC$7.2M0.05%80,608CommonSHARED
00130H105AESAES CORP$7.2M0.05%408,985CommonSHARED
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$7.1M0.05%305,760CommonSHARED
12685JAE5CABO 0 03/15/26CABLE ONE INC$7.0M0.05%8,000,000CommonSHARED
22822V101CCICROWN CASTLE INC$6.9M0.05%71,134CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$6.9M0.05%114,867CommonSHARED
758849103REGREGENCY CTRS CORP$6.9M0.05%111,482CommonSHARED
64125C109NBIXNEUROCRINE BIOSCIENCES INC$6.9M0.05%50,147CommonSHARED
235851102DHRDANAHER CORPORATION$6.9M0.05%27,625CommonSHARED
67066X107NANNUVEEN NEW YORK QLT MUN INC$6.9M0.05%609,217CommonSHARED
750491102RDNTRADNET INC$6.8M0.05%115,652CommonSHARED
127097103CTRACOTERRA ENERGY INC$6.8M0.05%255,247CommonSHARED
09255C106BLACKROCK MUNIHLDGS NY QLTY$6.8M0.05%629,892CommonSHARED
018802108LNTALLIANT ENERGY CORP$6.8M0.05%132,808CommonSHARED
58155Q103MCKMCKESSON CORP$6.6M0.05%11,371CommonSHARED
092479104BLACKROCK MUN INCOME QUALITY$6.6M0.05%575,530CommonSHARED
27828Q105XEFRXEATON VANCE SR FLTNG RTE TR$6.6M0.05%503,639CommonSHARED
03073E105CORCENCORA INC$6.5M0.05%29,060CommonSHARED
41013V100HTDHANCOCK JOHN TAX-ADVANTAGED$6.5M0.05%322,437CommonSHARED
69355M107PDOPIMCO DYNAMIC INCOME OPRNTS$6.5M0.05%487,806CommonSHARED
67062C107NCANUVEEN CALIFORNIA MUNI VLU F$6.4M0.05%743,538CommonSHARED
806857108SLBSCHLUMBERGER LTD$6.4M0.05%136,363CommonSHARED
962879102WPMWHEATON PRECIOUS METALS CORP$6.4M0.05%122,406CommonSHARED
09256U105BSLBLACKSTONE SENI FLTN RAT 202$6.4M0.05%457,209CommonSHARED
345370860FFORD MTR CO DEL$6.4M0.05%509,947CommonSHARED
682680103OKEONEOK INC NEW$6.3M0.04%77,557CommonSHARED
256746108DLTRDOLLAR TREE INC$6.3M0.04%59,204CommonSHARED
233331107DTEDTE ENERGY CO$6.3M0.04%56,808CommonSHARED
896522109TRNTRINITY INDS INC$6.3M0.04%210,751CommonSHARED
153527205CENTACENTRAL GARDEN & PET CO$6.3M0.04%190,175CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$6.3M0.04%7,608CommonSHARED
41013T105PDTHANCOCK JOHN PREM DIVID FD$6.2M0.04%528,073CommonSHARED
38059T106GFIGOLD FIELDS LTD$6.2M0.04%417,246CommonSHARED
053611109AVYAVERY DENNISON CORP$6.2M0.04%28,406CommonSHARED
15135B101CNCCENTENE CORP DEL$6.2M0.04%93,671CommonSHARED
278279104EFTEATON VANCE FLTING RATE INC$6.2M0.04%462,393CommonSHARED
H11356104BGBUNGE GLOBAL SA$6.2M0.04%57,945CommonSHARED
931427108WFCWALGREENS BOOTS ALLIANCE INC$6.1M0.04%505,641CommonSHARED
780910105RVTROYCE SMALL CAP TRUST INC$6.1M0.04%421,922CommonSHARED
09253R105XMVFXBLACKROCK MUNIVEST FD INC$6.0M0.04%840,242CommonSHARED
670695105NUWNUVEEN AMT-FREE MUN VALUE FD$6.0M0.04%433,777CommonSHARED
942622200WSOWATSCO INC$6.0M0.04%12,946CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$6.0M0.04%81,342CommonSHARED
46132E103VKIINVESCO ADVANTAGE MUN INCOME$6.0M0.04%675,206CommonSHARED
12811L107CHWCALAMOS GBL DYN INCOME FUND$6.0M0.04%870,290CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$6.0M0.04%802,091CommonSHARED
03784Y200APLEAPPLE HOSPITALITY REIT INC$5.9M0.04%407,469CommonSHARED
23331A109DHID R HORTON INC$5.9M0.04%41,854CommonSHARED
46132X101OIAINVESCO MUNI INCOME OPP TRST$5.9M0.04%922,195CommonSHARED
92840N100ACVVIRTUS DIVERSIFIED INCM & CO$5.8M0.04%275,251CommonSHARED
69346H100ISDPGIM HIGH YIELD BOND FUND IN$5.8M0.04%452,769CommonSHARED
125896100CMSCMS ENERGY CORP$5.8M0.04%97,527CommonSHARED
28618M106ESIELEMENT SOLUTIONS INC$5.8M0.04%213,974CommonSHARED
97650W108WTFCWINTRUST FINL CORP$5.8M0.04%58,606CommonSHARED
26210C104DBXDROPBOX INC$5.8M0.04%257,012CommonSHARED
530158104USALIBERTY ALL STAR EQUITY FD$5.7M0.04%844,010CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$5.7M0.04%78,826CommonSHARED
09249W101BLWBLACKROCK LTD DURATION INCOM$5.7M0.04%409,254CommonSHARED
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$5.7M0.04%764,515CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$5.7M0.04%41,115CommonSHARED
59522J103MAAMID-AMER APT CMNTYS INC$5.7M0.04%39,797CommonSHARED
278642103EBAYEBAY INC.$5.7M0.04%105,364CommonSHARED
27828S101ETGEATON VANCE TX ADV GLBL DIV$5.6M0.04%303,549CommonSHARED
16411R208LNGCHENIERE ENERGY INC$5.6M0.04%32,165CommonSHARED
745867101PHMPULTE GROUP INC$5.6M0.04%50,777CommonSHARED
445658107JBHTHUNT J B TRANS SVCS INC$5.6M0.04%34,918CommonSHARED
26875P101EOGEOG RES INC$5.6M0.04%44,243CommonSHARED
205887102CAGCONAGRA BRANDS INC$5.6M0.04%195,540CommonSHARED
247361702DALDELTA AIR LINES INC DEL$5.5M0.04%116,416CommonSHARED
012653101ALBALBEMARLE CORP$5.5M0.04%57,709CommonSHARED
46132C107VMOINVESCO MUN OPPORTUNITY TR$5.5M0.04%546,446CommonSHARED
27828A100XEVMXEATON VANCE CALIF MUN BD FD$5.4M0.04%572,628CommonSHARED
09255P107HYTBLACKROCK CORPOR HI YLD FD I$5.4M0.04%560,627CommonSHARED
95766M105MMUWESTERN ASSET MANAGED MUNS F$5.4M0.04%524,773CommonSHARED
60937P106MDBMONGODB INC$5.4M0.04%21,659CommonSHARED
32054K103FRFIRST INDL RLTY TR INC$5.4M0.04%113,760CommonSHARED
020002101ALLALLSTATE CORP$5.4M0.04%33,537CommonSHARED
297178105ESSESSEX PPTY TR INC$5.3M0.04%19,652CommonSHARED
78468R408SJNKSPDR SER TR$5.3M0.04%214,146CommonSHARED
690742101OCOWENS CORNING NEW$5.3M0.04%30,762CommonSHARED
092113109BKHBLACK HILLS CORP$5.3M0.04%98,120CommonSHARED
83545G102SAHSONIC AUTOMOTIVE INC$5.3M0.04%97,830CommonSHARED
115637209BF/BBROWN FORMAN CORP$5.3M0.04%122,781CommonSHARED
268150109DTDYNATRACE INC$5.3M0.04%118,444CommonSHARED
76169C100REXRREXFORD INDL RLTY INC$5.3M0.04%118,829CommonSHARED
256677105DGDOLLAR GEN CORP NEW$5.3M0.04%40,016CommonSHARED
46124J201IVTINVENTRUST PPTYS CORP$5.3M0.04%213,432CommonSHARED
G0378L100AUANGLOGOLD ASHANTI PLC$5.3M0.04%209,885CommonSHARED

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.