MondegarAI
ASSETMARK, INC

Q3 2024 · 13F-HR

ASSETMARK, INCholdings as filed

Filed 2024-11-01 · accession 0001344551-24-000009

$34.92B
Reported value
2,254
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2254

CUSIPTickerIssuerValue% port.SharesClassVoting
921910816MGKVANGUARD WORLD FD$2.15B6.15%7,453,268CommonSOLE
921910840MGVVANGUARD WORLD FD$1.79B5.13%13,969,433CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.66B4.76%3,152,399CommonSOLE
922908611VBRVANGUARD INDEX FDS$766.5M2.20%3,817,544CommonSOLE
464287200IVVISHARES TR$680.2M1.95%1,179,310CommonSOLE
72201R833MINTPIMCO ETF TR$674.8M1.93%6,701,838CommonSOLE
594918104MSFTMICROSOFT CORP$671.1M1.92%1,559,541CommonSOLE
922908512VOEVANGUARD INDEX FDS$612.7M1.75%3,653,982CommonSOLE
037833100AAPLAPPLE INC$596.8M1.71%2,561,493CommonSOLE
67066G104NVDANVIDIA CORPORATION$594.5M1.70%4,895,147CommonSOLE
46432F842IEFAISHARES TR$590.5M1.69%7,566,181CommonSOLE
464288513HYGISHARES TR$571.2M1.64%7,112,883CommonSOLE
922908538VOTVANGUARD INDEX FDS$532.2M1.52%2,185,745CommonSOLE
46434G103IEMGISHARES INC$500.1M1.43%8,711,687CommonSOLE
464287432TLTISHARES TR$437.6M1.25%4,461,161CommonSOLE
78468R622JNKSPDR SER TR$434.8M1.25%4,446,240CommonSOLE
46429B267GOVTISHARES TR$431.9M1.24%18,419,461CommonSOLE
30303M102METAMETA PLATFORMS INC$402.3M1.15%702,759CommonSOLE
922908595VBKVANGUARD INDEX FDS$376.4M1.08%1,407,770CommonSOLE
02079K305GOOGLALPHABET INC$369.5M1.06%2,228,026CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$360.8M1.03%7,642,051CommonSOLE
46432F396MTUMISHARES TR$343.3M0.98%1,692,983CommonSOLE
46434V407SHYGISHARES TR$335.6M0.96%7,728,368CommonSOLE
464287242LQDISHARES TR$321.7M0.92%2,846,989CommonSOLE
464288620USIGISHARES TR$314.7M0.90%5,985,261CommonSOLE
922908744VTVVANGUARD INDEX FDS$286.2M0.82%1,639,211CommonSOLE
11135F101AVGOBROADCOM INC$282.9M0.81%1,639,748CommonSOLE
023135106AMZNAMAZON COM INC$276.6M0.79%1,484,324CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$268.6M0.77%5,342,889CommonSOLE
464288414MUBISHARES TR$266.1M0.76%2,449,651CommonSOLE
742718109PGPROCTER AND GAMBLE CO$248.2M0.71%1,433,075CommonSOLE
464288638IGIBISHARES TR$241.5M0.69%4,496,330CommonSOLE
464288661IEIISHARES TR$233.2M0.67%1,949,576CommonSOLE
78464A854SPYMSPDR SER TR$232.6M0.67%3,445,278CommonSOLE
922908652VXFVANGUARD INDEX FDS$213.4M0.61%1,172,577CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$212.6M0.61%3,133,410CommonSOLE
922908736VUGVANGUARD INDEX FDS$202.6M0.58%527,696CommonSOLE
92840M102VSTVISTRA CORP$187.9M0.54%1,585,442CommonSOLE
375558103GILDGILEAD SCIENCES INC$182.6M0.52%2,177,364CommonSOLE
464288281EMBISHARES TR$178.5M0.51%1,907,633CommonSOLE
001055102AFLAFLAC INC$177.2M0.51%1,584,552CommonSOLE
464287457SHYISHARES TR$174.7M0.50%2,100,554CommonSOLE
78464A359CWBSPDR SER TR$168.9M0.48%2,204,660CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$168.7M0.48%869,967CommonSOLE
464288653TLHISHARES TR$167.8M0.48%1,534,544CommonSOLE
G3223R108EGEVEREST GROUP LTD$160.6M0.46%409,989CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$156.2M0.45%2,957,882CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$150.5M0.43%419,957CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$145.9M0.42%653,781CommonSOLE
46429B697USMVISHARES TR$145.7M0.42%1,596,067CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$136.3M0.39%3,035,871CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$117.7M0.34%557,978CommonSOLE
46429B655FLOTISHARES TR$114.9M0.33%2,251,300CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$113.8M0.33%1,030,747CommonSOLE
78464A375SPIBSPDR SER TR$113.3M0.32%3,361,458CommonSOLE
464287226AGGISHARES TR$112.4M0.32%1,109,985CommonSOLE
464287804IJRISHARES TR$110.9M0.32%948,034CommonSOLE
46435G326IDEVISHARES TR$110.4M0.32%1,558,422CommonSOLE
02209S103MOALTRIA GROUP INC$110.0M0.31%2,154,251CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$109.3M0.31%103,980CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$108.3M0.31%3,158,259CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$108.1M0.31%1,438,628CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$107.6M0.31%961,422CommonSOLE
717081103PFEPFIZER INC$107.1M0.31%3,699,263CommonSOLE
46434V738IEURISHARES TR$105.4M0.30%1,730,647CommonSOLE
20030N101CMCSACOMCAST CORP NEW$104.5M0.30%2,501,326CommonSOLE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$103.6M0.30%1,569,245CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$103.6M0.30%672,683CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$102.7M0.29%872,971CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$102.1M0.29%802,566CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$99.3M0.28%788,494CommonSOLE
25434V880DFAXDIMENSIONAL ETF TRUST$98.6M0.28%3,652,033CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$97.4M0.28%1,199,131CommonSOLE
78464A771KCESPDR SER TR$97.3M0.28%779,459CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$94.9M0.27%204,071CommonSOLE
78464A664SPTLSPDR SER TR$94.9M0.27%3,263,406CommonSOLE
125523100CITHE CIGNA GROUP$92.9M0.27%268,056CommonSOLE
482480100KLACKLA CORP$92.1M0.26%118,991CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$91.3M0.26%2,212,515CommonSOLE
858119100STLDSTEEL DYNAMICS INC$91.0M0.26%721,537CommonSOLE
031162100AMGNAMGEN INC$89.8M0.26%278,571CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$88.1M0.25%1,052,256CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$87.8M0.25%843,116CommonSOLE
23331A109DHID R HORTON INC$87.8M0.25%460,114CommonSOLE
745867101PHMPULTE GROUP INC$87.0M0.25%606,038CommonSOLE
464288588MBBISHARES TR$85.1M0.24%887,766CommonSOLE
922908629VOVANGUARD INDEX FDS$83.7M0.24%317,434CommonSOLE
31428X106FDXFEDEX CORP$82.2M0.24%300,486CommonSOLE
464288646IGSBISHARES TR$79.1M0.23%1,503,035CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$78.9M0.23%1,267,774CommonSOLE
922908553VNQVANGUARD INDEX FDS$77.2M0.22%792,005CommonSOLE
46434V860TFLOISHARES TR$76.4M0.22%1,509,795CommonSOLE
46434V696IPACISHARES TR$76.3M0.22%1,145,981CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$76.2M0.22%2,028,083CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$75.0M0.21%332,432CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$74.6M0.21%836,785CommonSOLE
78468R663BILSPDR SER TR$74.0M0.21%805,753CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$70.7M0.20%1,121,853CommonSOLE
88160R101TSLATESLA INC$69.9M0.20%267,347CommonSOLE
922908751VBVANGUARD INDEX FDS$68.4M0.20%288,391CommonSOLE
629377508NRGNRG ENERGY INC$68.1M0.19%746,994CommonSOLE
925652109VICIVICI PPTYS INC$66.3M0.19%1,989,259CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$65.8M0.19%1,319,623CommonSOLE
464286509EWCISHARES INC$65.6M0.19%1,580,602CommonSOLE
969904101WSMWILLIAMS SONOMA INC$64.9M0.19%419,176CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$64.3M0.18%1,266,369CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$63.7M0.18%128,951CommonSOLE
25434V864DFSDDIMENSIONAL ETF TRUST$63.6M0.18%1,332,379CommonSOLE
72201R783HYSPIMCO ETF TR$63.6M0.18%666,005CommonSOLE
464287572IOOISHARES TR$63.5M0.18%640,083CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$62.9M0.18%107,557CommonSOLE
46434V613IUSBISHARES TR$62.0M0.18%1,316,533CommonSOLE
209115104EDCONSOLIDATED EDISON INC$62.0M0.18%595,558CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$61.2M0.18%780,391CommonSOLE
30231G102XOMEXXON MOBIL CORP$59.0M0.17%503,266CommonSOLE
464287598IWDISHARES TR$58.6M0.17%308,875CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$58.5M0.17%456,176CommonSOLE
97717W422EPIWISDOMTREE TR$58.3M0.17%1,156,271CommonSOLE
882508104TXNTEXAS INSTRS INC$58.3M0.17%282,201CommonSOLE
78464A870XBISPDR SER TR$58.2M0.17%589,299CommonSOLE
526057104LENLENNAR CORP$58.0M0.17%309,441CommonSOLE
464289511IGLBISHARES TR$57.6M0.16%1,074,546CommonSOLE
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$57.6M0.16%555,913CommonSOLE
464288257ACWIISHARES TR$56.6M0.16%473,372CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$56.2M0.16%913,114CommonSOLE
92189H409HYDVANECK ETF TRUST$55.9M0.16%1,053,426CommonSOLE
46435U853USHYISHARES TR$55.6M0.16%1,476,632CommonSOLE
889478103TOLTOLL BROTHERS INC$54.8M0.16%354,859CommonSOLE
46641Q225BBCAJ P MORGAN EXCHANGE TRADED F$54.3M0.16%751,609CommonSOLE
78464A672SPTISPDR SER TR$53.6M0.15%1,843,559CommonSOLE
97717Y527USFRWISDOMTREE TR$52.9M0.15%1,053,852CommonSOLE
670100205NVONOVO-NORDISK A S$52.6M0.15%441,882CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$52.4M0.15%301,964CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$52.4M0.15%481,238CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$52.4M0.15%745,101CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$52.3M0.15%542,179CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$52.1M0.15%396,614CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$52.0M0.15%1,146,560CommonSOLE
78464A649SPABSPDR SER TR$51.4M0.15%1,967,933CommonSOLE
369604301GEGE AEROSPACE$51.3M0.15%272,051CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$50.7M0.15%560,674CommonSOLE
681919106OMCOMNICOM GROUP INC$50.6M0.14%489,039CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$50.4M0.14%185,970CommonSOLE
46654Q740JGLOJ P MORGAN EXCHANGE TRADED F$50.3M0.14%803,357CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$49.5M0.14%596,473CommonSOLE
81762P102NOWSERVICENOW INC$49.3M0.14%55,094CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$48.5M0.14%1,191,460CommonSOLE
747525103QCOMQUALCOMM INC$46.5M0.13%273,201CommonSOLE
74347R107SSOPROSHARES TR$44.9M0.13%497,516CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$44.3M0.13%573,922CommonSOLE
532457108LLYELI LILLY & CO$44.0M0.13%49,713CommonSOLE
78468R408SJNKSPDR SER TR$42.8M0.12%1,663,191CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$42.0M0.12%624,481CommonSOLE
370334104GISGENERAL MLS INC$41.6M0.12%563,390CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$41.6M0.12%552,948CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$40.1M0.11%81,554CommonSOLE
464288265TOKISHARES TR$39.9M0.11%342,093CommonSOLE
464288596GBFISHARES TR$39.8M0.11%372,200CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$39.7M0.11%242,054CommonSOLE
464288612GVIISHARES TR$39.6M0.11%370,166CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$39.4M0.11%85,624CommonSOLE
038222105AMATAPPLIED MATLS INC$39.2M0.11%193,971CommonSOLE
461202103INTUINTUIT$38.6M0.11%62,095CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$38.1M0.11%827,701CommonSOLE
833034101SNASNAP ON INC$38.0M0.11%131,285CommonSOLE
91529Y106UNMUNUM GROUP$38.0M0.11%638,808CommonSOLE
64135A705NBOSNEUBERGER BERMAN ETF TRUST$36.9M0.11%1,401,491CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$36.3M0.10%736,336CommonSOLE
79466L302CRMSALESFORCE INC$35.9M0.10%131,337CommonSOLE
816851109SRESEMPRA$35.5M0.10%423,940CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$35.1M0.10%39,631CommonSOLE
060505104BACBANK AMERICA CORP$34.9M0.10%878,415CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$34.3M0.10%198,828CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$34.2M0.10%405,024CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$33.5M0.10%1,593,532CommonSOLE
693718108PCARPACCAR INC$33.4M0.10%338,568CommonSOLE
78464A383SPMBSPDR SER TR$32.8M0.09%1,455,570CommonSOLE
78468R853SPSMSPDR SER TR$32.8M0.09%719,652CommonSOLE
464286285EMHYISHARES INC$32.2M0.09%825,802CommonSOLE
78464A144SPBOSPDR SER TR$32.2M0.09%1,070,821CommonSOLE
78468R721TFISPDR SER TR$32.1M0.09%685,848CommonSOLE
464287168DVYISHARES TR$31.8M0.09%235,459CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$31.1M0.09%223,508CommonSOLE
464288448IDVISHARES TR$29.7M0.09%983,782CommonSOLE
00287Y109ABBVABBVIE INC$29.7M0.09%150,509CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$29.6M0.08%532,595CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$29.5M0.08%83,440CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$29.4M0.08%626,231CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$28.7M0.08%664,501CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$28.4M0.08%83,228CommonSOLE
46435G250HYDBISHARES TR$28.4M0.08%591,870CommonSOLE
12653C108CNXCNX RES CORP$28.2M0.08%866,120CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$27.8M0.08%138,944CommonSOLE
46641Q373BBINJ P MORGAN EXCHANGE TRADED F$27.3M0.08%432,755CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$26.9M0.08%737,026CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$26.7M0.08%545,444CommonSOLE
617446448MSMORGAN STANLEY$25.9M0.07%248,283CommonSOLE
92206C623VTWGVANGUARD SCOTTSDALE FDS$25.8M0.07%124,659CommonSOLE
126650100CVSCVS HEALTH CORP$25.8M0.07%410,001CommonSOLE
66987V109NVSNOVARTIS AG$25.8M0.07%223,996CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$25.7M0.07%749,775CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$25.7M0.07%31,432CommonSOLE
78464A847SPMDSPDR SER TR$25.4M0.07%464,287CommonSOLE
N07059210ASMLASML HOLDING N V$25.3M0.07%30,350CommonSOLE
98149E303GLDMWORLD GOLD TR$25.3M0.07%484,499CommonSOLE
G54950103LINLINDE PLC$25.1M0.07%52,658CommonSOLE
552848103MTGMGIC INVT CORP WIS$24.9M0.07%972,432CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$24.5M0.07%303,304CommonSOLE
464285204IAUISHARES GOLD TR$24.0M0.07%483,483CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$24.0M0.07%297,666CommonSOLE
26875P101EOGEOG RES INC$23.7M0.07%193,121CommonSOLE
98978V103ZTSZOETIS INC$23.5M0.07%120,303CommonSOLE
902494103TSNTYSON FOODS INC$23.4M0.07%392,729CommonSOLE
464287440IEFISHARES TR$22.9M0.07%233,081CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$22.7M0.07%423,981CommonSOLE
040413106ANETEURARISTA NETWORKS INC$22.6M0.06%58,941CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$22.6M0.06%391,538CommonSOLE
G5960L103MDTMEDTRONIC PLC$22.6M0.06%250,501CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$22.2M0.06%35,921CommonSOLE
20825C104COPCONOCOPHILLIPS$22.1M0.06%209,754CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$22.1M0.06%81,006CommonSOLE
69318G106PBFPBF ENERGY INC$22.0M0.06%711,408CommonSOLE
233051432HYLBDBX ETF TR$21.8M0.06%590,276CommonSOLE
464289859AOAISHARES TR$21.8M0.06%275,972CommonSOLE
949746101WMT2WELLS FARGO CO NEW$21.6M0.06%382,717CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$21.4M0.06%18,580CommonSOLE
46435G102ICVTISHARES TR$21.3M0.06%254,643CommonSOLE
718172109PMPHILIP MORRIS INTL INC$21.1M0.06%173,597CommonSOLE
166764100CVXCHEVRON CORP NEW$20.6M0.06%139,904CommonSOLE
02079K107GOOGALPHABET INC$20.6M0.06%123,088CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$20.4M0.06%307,626CommonSOLE
872540109TJXTJX COS INC NEW$20.3M0.06%172,695CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$20.2M0.06%204,873CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$19.8M0.06%721,857CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$19.8M0.06%111,649CommonSOLE
H1467J104CBCHUBB LIMITED$19.2M0.06%66,747CommonSOLE
78468R200FLRNSPDR SER TR$19.1M0.05%619,579CommonSOLE
N82405106STLASTELLANTIS N.V$19.0M0.05%1,354,711CommonSOLE
78463X871GWXSPDR INDEX SHS FDS$19.0M0.05%555,992CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$18.9M0.05%97,778CommonSOLE
235851102DHRDANAHER CORPORATION$18.7M0.05%67,234CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$18.7M0.05%254,332CommonSOLE
25434V104DFAUDIMENSIONAL ETF TRUST$18.4M0.05%464,620CommonSOLE
025816109AXPAMERICAN EXPRESS CO$18.2M0.05%67,025CommonSOLE
464289867AORISHARES TR$18.0M0.05%304,229CommonSOLE
78464A201SLYGSPDR SER TR$17.8M0.05%191,060CommonSOLE
046353108AZNNASTRAZENECA PLC$17.7M0.05%227,229CommonSOLE
64110L106NFLXNETFLIX INC$17.6M0.05%24,769CommonSOLE
78463V107GLDSPDR GOLD TR$17.5M0.05%71,863CommonSOLE
75513E101RTXRTX CORPORATION$17.4M0.05%143,375CommonSOLE
626755102MUSAMURPHY USA INC$17.4M0.05%35,240CommonSOLE
369550108GDGENERAL DYNAMICS CORP$17.3M0.05%57,108CommonSOLE
464288794IAIISHARES TR$17.2M0.05%134,025CommonSOLE
37954Y657PFFDGLOBAL X FDS$17.0M0.05%819,402CommonSOLE
56501R106MFCMANULIFE FINL CORP$17.0M0.05%573,960CommonSOLE
46431W705LQDHISHARES U S ETF TR$16.9M0.05%181,766CommonSOLE
78468R606SPHYSPDR SER TR$16.8M0.05%699,049CommonSOLE
58933Y105MRKMERCK & CO INC$16.7M0.05%147,176CommonSOLE
97717W315DEMWISDOMTREE TR$16.5M0.05%375,417CommonSOLE
580135101MCDMCDONALDS CORP$16.5M0.05%54,070CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$16.5M0.05%315,471CommonSOLE
92826C839VVISA INC$16.4M0.05%59,816CommonSOLE
09247X101BLKCHFBLACKROCK INC$16.3M0.05%17,157CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$16.3M0.05%17,586CommonSOLE
032654105ADIANALOG DEVICES INC$16.2M0.05%70,302CommonSOLE
78464A508SPYVSPDR SER TR$16.1M0.05%305,242CommonSOLE
244199105DEDEERE & CO$16.1M0.05%38,516CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$16.0M0.05%357,731CommonSOLE
009158106APDAIR PRODS & CHEMS INC$15.8M0.05%53,174CommonSOLE
46429B689EFAVISHARES TR$15.7M0.05%205,077CommonSOLE
464288356CMFISHARES TR$15.6M0.04%268,406CommonSOLE
217204106CPRTCOPART INC$15.3M0.04%291,440CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$15.2M0.04%102,561CommonSOLE
437076102HDHOME DEPOT INC$15.1M0.04%37,351CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$15.1M0.04%81,552CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$15.1M0.04%281,405CommonSOLE
002824100ABTABBOTT LABS$15.1M0.04%132,020CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$14.9M0.04%33,124CommonSOLE
46641Q878BBHYJ P MORGAN EXCHANGE TRADED F$14.7M0.04%311,316CommonSOLE
25434V575DFGXDIMENSIONAL ETF TRUST$14.6M0.04%270,188CommonSOLE
92189F353HYEMVANECK ETF TRUST$14.5M0.04%729,033CommonSOLE
743315103PGRPROGRESSIVE CORP$14.5M0.04%57,131CommonSOLE
14316J108CGCARLYLE GROUP INC$14.3M0.04%333,003CommonSOLE
670837103OGEOGE ENERGY CORP$14.2M0.04%346,357CommonSOLE
88031M109TSTENARIS S A$14.0M0.04%439,553CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$13.8M0.04%25,633CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$13.8M0.04%125,834CommonSOLE
65339F101NEENEXTERA ENERGY INC$13.7M0.04%162,506CommonSOLE
25434V849DFNMDIMENSIONAL ETF TRUST$13.6M0.04%280,533CommonSOLE
701094104PHPARKER-HANNIFIN CORP$13.6M0.04%21,458CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$13.5M0.04%939,864CommonSOLE
89400J107TRUTRANSUNION$13.5M0.04%128,706CommonSOLE
46090E103QQQINVESCO QQQ TR$13.1M0.04%26,866CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$13.1M0.04%104,730CommonSOLE
78464A391EBNDSPDR SER TR$13.1M0.04%613,921CommonSOLE
78464A409SPYGSPDR SER TR$12.9M0.04%156,049CommonSOLE
803054204SAPSAP SE$12.9M0.04%56,349CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$12.8M0.04%152,810CommonSOLE
126408103CSXCSX CORP$12.8M0.04%369,680CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$12.8M0.04%74,768CommonSOLE
892672106TWTRADEWEB MKTS INC$12.6M0.04%102,035CommonSOLE
548661107LOWLOWES COS INC$12.6M0.04%46,499CommonSOLE
78468R101SPTSSPDR SER TR$12.5M0.04%425,979CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$12.4M0.04%53,657CommonSOLE
46429B291QLTAISHARES TR$12.0M0.03%244,403CommonSOLE
46435G524IGROISHARES TR$11.7M0.03%157,502CommonSOLE
031100100AMEAMETEK INC$11.7M0.03%68,204CommonSOLE
46434V621DGROISHARES TR$11.5M0.03%184,141CommonSOLE
478160104JNJJOHNSON & JOHNSON$11.4M0.03%70,421CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$11.4M0.03%689,431CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$11.3M0.03%248,417CommonSOLE
504922105LHLABCORP HOLDINGS INC$11.2M0.03%50,224CommonSOLE
92204A702VGTVANGUARD WORLD FD$11.2M0.03%19,125CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$11.2M0.03%172,042CommonSOLE
48251W104KKRKKR & CO INC$11.1M0.03%85,384CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$11.0M0.03%80,886CommonSOLE
35473P595FLBLFRANKLIN TEMPLETON ETF TR$10.9M0.03%448,303CommonSOLE
931142103WMTWALMART INC$10.7M0.03%132,180CommonSOLE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$10.6M0.03%133,805CommonSOLE
092528504CLOABLACKROCK ETF TRUST II$10.6M0.03%203,159CommonSOLE
00724F101ADBEADOBE INC$10.5M0.03%20,323CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$10.5M0.03%28,436CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$10.3M0.03%113,486CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$10.3M0.03%198,667CommonSOLE
G29183103ETNEATON CORP PLC$10.2M0.03%30,918CommonSOLE
74347B607IGHGPROSHARES TR$10.2M0.03%132,207CommonSOLE
922475108VEEVVEEVA SYS INC$10.1M0.03%48,205CommonSOLE
260003108DOVDOVER CORP$9.9M0.03%51,611CommonSOLE
89151E109TTENTOTALENERGIES SE$9.8M0.03%151,826CommonSOLE
35137L105FOXAFOX CORP$9.7M0.03%229,260CommonSOLE
835699307SONYSONY GROUP CORP$9.7M0.03%100,165CommonSOLE
464287309IVWISHARES TR$9.7M0.03%100,929CommonSOLE
45687V106IRINGERSOLL RAND INC$9.6M0.03%97,723CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$9.5M0.03%263,694CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$9.3M0.03%189,189CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$9.3M0.03%206,150CommonSOLE
45168D104IDXXIDEXX LABS INC$9.3M0.03%18,427CommonSOLE
464287648IWOISHARES TR$9.3M0.03%32,773CommonSOLE
09260D107BXBLACKSTONE INC$9.2M0.03%60,182CommonSOLE
33733E823FTGSFIRST TR EXCHANGE TRADED FD$9.2M0.03%294,856CommonSOLE
98389B100XELXCEL ENERGY INC$9.1M0.03%139,430CommonSOLE
624756102MLIMUELLER INDS INC$9.1M0.03%122,625CommonSOLE
09661T800BKHYBNY MELLON ETF TRUST$9.1M0.03%185,760CommonSOLE
055622104BPBP PLC$9.1M0.03%289,039CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$9.1M0.03%42,799CommonSOLE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$9.1M0.03%112,842CommonSOLE
92189H748CLOIVANECK ETF TRUST$9.0M0.03%169,029CommonSOLE
78467V848TOTLSSGA ACTIVE ETF TR$8.9M0.03%216,138CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$8.9M0.03%34,340CommonSOLE
438128308HMCHONDA MOTOR LTD$8.9M0.03%281,241CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$8.9M0.03%53,797CommonSOLE
464287630IWNISHARES TR$8.9M0.03%53,162CommonSOLE
893641100TDGTRANSDIGM GROUP INC$8.8M0.03%6,194CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$8.8M0.03%16,647CommonSOLE
33738D804FSIGFIRST TR EXCHANGE-TRADED FD$8.6M0.02%449,768CommonSOLE
020002101ALLALLSTATE CORP$8.6M0.02%45,249CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$8.5M0.02%38,478CommonSOLE
683344105ONTOONTO INNOVATION INC$8.5M0.02%40,773CommonSOLE
872590104TMUST-MOBILE US INC$8.4M0.02%40,829CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$8.4M0.02%91,641CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$8.3M0.02%167,691CommonSOLE
58733R102MELIMERCADOLIBRE INC$8.3M0.02%4,042CommonSOLE
464287176TIPISHARES TR$8.2M0.02%74,408CommonSOLE
075887109BDXBECTON DICKINSON & CO$8.2M0.02%33,888CommonSOLE
59156R108METMETLIFE INC$8.1M0.02%97,989CommonSOLE
759509102RSRELIANCE INC$8.1M0.02%27,916CommonSOLE
88339J105TTDTHE TRADE DESK INC$8.1M0.02%73,559CommonSOLE
871607107SNPSSYNOPSYS INC$8.1M0.02%15,903CommonSOLE
380237107GDDYGODADDY INC$8.0M0.02%51,296CommonSOLE
46432F339QUALISHARES TR$8.0M0.02%44,692CommonSOLE
98138H101WDAYWORKDAY INC$7.9M0.02%32,468CommonSOLE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$7.9M0.02%257,673CommonSOLE
97717W604DESWISDOMTREE TR$7.9M0.02%229,427CommonSOLE
049560105ATOATMOS ENERGY CORP$7.9M0.02%56,632CommonSOLE
191216100KOCOCA COLA CO$7.8M0.02%109,065CommonSOLE
56585A102MPCMARATHON PETE CORP$7.7M0.02%47,358CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$7.7M0.02%54,522CommonSOLE
78463X772DWXSPDR INDEX SHS FDS$7.7M0.02%199,968CommonSOLE
46138E537PZAINVESCO EXCH TRADED FD TR II$7.7M0.02%317,843CommonSOLE
78468R739SHMSPDR SER TR$7.6M0.02%158,056CommonSOLE
907818108UNPUNION PAC CORP$7.6M0.02%30,862CommonSOLE
654106103NKENIKE INC$7.6M0.02%86,005CommonSOLE
929160109VMCVULCAN MATLS CO$7.5M0.02%30,064CommonSOLE
78468R515EMHCSPDR SER TR$7.5M0.02%299,637CommonSOLE
M7516K103NVMINOVA LTD$7.5M0.02%36,113CommonSOLE
448579102HHYATT HOTELS CORP$7.5M0.02%49,041CommonSOLE
55305B101MHOM/I HOMES INC$7.5M0.02%43,498CommonSOLE
337738108FISVFISERV INC$7.4M0.02%41,436CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$7.4M0.02%188,565CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$7.3M0.02%175,544CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$7.3M0.02%18,801CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$7.3M0.02%30,293CommonSOLE
515098101LSTRLANDSTAR SYS INC$7.2M0.02%38,292CommonSOLE
464286319DVYEISHARES INC$7.2M0.02%251,752CommonSOLE
609207105MDLZMONDELEZ INTL INC$7.1M0.02%96,741CommonSOLE
33737J174FDTFIRST TR EXCH TRD ALPHDX FD$7.1M0.02%122,911CommonSOLE
713448108PEPPEPSICO INC$6.9M0.02%40,780CommonSOLE
60937P106MDBMONGODB INC$6.9M0.02%25,559CommonSOLE
78468R861TIPXSPDR SER TR$6.9M0.02%364,588CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$6.9M0.02%62,802CommonSOLE
89055F103BLDTOPBUILD CORP$6.9M0.02%16,922CommonSOLE
55261F104MTBM & T BK CORP$6.8M0.02%38,416CommonSOLE
57686G105MATXMATSON INC$6.8M0.02%47,868CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$6.8M0.02%114,149CommonSOLE
74340W103PLDPROLOGIS INC.$6.7M0.02%53,165CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$6.6M0.02%130,519CommonSOLE
149123101CATCATERPILLAR INC$6.6M0.02%16,773CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$6.5M0.02%11,684CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$6.5M0.02%104,438CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$6.5M0.02%41,509CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$6.5M0.02%81,418CommonSOLE
46090A879VRIGINVESCO ACTIVELY MANAGED EXC$6.3M0.02%252,745CommonSOLE
009066101ABNBAIRBNB INC$6.3M0.02%49,994CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$6.3M0.02%209,740CommonSOLE
35473P553FLCBFRANKLIN TEMPLETON ETF TR$6.3M0.02%287,065CommonSOLE
422806109HEIHEICO CORP NEW$6.3M0.02%24,133CommonSOLE
036752103ELVELEVANCE HEALTH INC$6.3M0.02%12,135CommonSOLE
80105N105SNYSANOFI$6.3M0.02%109,375CommonSOLE
09290C509LCTUBLACKROCK ETF TRUST$6.3M0.02%99,988CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$6.3M0.02%3,401CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$6.3M0.02%150,333CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$6.2M0.02%41,616CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$6.2M0.02%170,162CommonSOLE
464288877EFVISHARES TR$6.1M0.02%105,488CommonSOLE
172967424CCITIGROUP INC$5.9M0.02%94,114CommonSOLE
125896100CMSCMS ENERGY CORP$5.9M0.02%83,176CommonSOLE
464288687PFFISHARES TR$5.9M0.02%176,136CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$5.8M0.02%22,609CommonSOLE
464288679SHVISHARES TR$5.8M0.02%52,649CommonSOLE
128030202CALMCAL MAINE FOODS INC$5.8M0.02%77,733CommonSOLE
231021106CMICUMMINS INC$5.8M0.02%17,937CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$5.8M0.02%9,910CommonSOLE
46284V101IRMIRON MTN INC DEL$5.8M0.02%48,535CommonSOLE
82509L107SHOPSHOPIFY INC$5.7M0.02%71,120CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$5.7M0.02%75,786CommonSOLE
682189105ONON SEMICONDUCTOR CORP$5.7M0.02%78,260CommonSOLE
801056102SANMSANMINA CORPORATION$5.6M0.02%82,442CommonSOLE
48666K109KBHKB HOME$5.4M0.02%63,009CommonSOLE
053332102AZOAUTOZONE INC$5.3M0.02%1,697CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$5.3M0.02%93,159CommonSOLE
88706T108TIMBTIM S A$5.3M0.02%309,225CommonSOLE
12572Q105CMECME GROUP INC$5.3M0.02%24,125CommonSOLE
464288885EFGISHARES TR$5.2M0.01%48,576CommonSOLE
22160N109CSGPCOSTAR GROUP INC$5.2M0.01%68,659CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$5.2M0.01%114,628CommonSOLE
084423102WRBBERKLEY W R CORP$5.1M0.01%90,408CommonSOLE
29364G103ETRENTERGY CORP NEW$5.1M0.01%38,895CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$5.1M0.01%28,508CommonSOLE
46435G193SUSCISHARES TR$5.1M0.01%212,295CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$5.0M0.01%64,121CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$4.9M0.01%80,146CommonSOLE
78463X418QWLDSPDR INDEX SHS FDS$4.9M0.01%38,272CommonSOLE
464286749EWLISHARES INC$4.9M0.01%94,134CommonSOLE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$4.9M0.01%28,452CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$4.9M0.01%39,025CommonSOLE
40434L105HPQHP INC$4.7M0.01%132,269CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$4.7M0.01%135,376CommonSOLE
87241L109TFIITFI INTL INC$4.7M0.01%34,144CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$4.7M0.01%98,079CommonSOLE
444859102HUMHUMANA INC$4.7M0.01%14,723CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$4.6M0.01%66,783CommonSOLE
464288570DSIISHARES TR$4.6M0.01%41,872CommonSOLE
46438G711IVVWISHARES TR$4.5M0.01%89,850CommonSOLE
767204100RIORIO TINTO PLC$4.5M0.01%63,410CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$4.5M0.01%53,537CommonSOLE
46436E767USXFISHARES TR$4.5M0.01%91,316CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$4.5M0.01%37,691CommonSOLE
902973304USBUS BANCORP DEL$4.5M0.01%97,836CommonSOLE
403949100DINOHF SINCLAIR CORP$4.4M0.01%99,683CommonSOLE
H50430232LOGILOGITECH INTL S A$4.4M0.01%49,231CommonSOLE
92276F100VTRVENTAS INC$4.4M0.01%68,755CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4.4M0.01%1,047CommonSOLE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$4.3M0.01%180,081CommonSOLE
443573100HUBSHUBSPOT INC$4.3M0.01%8,148CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$4.3M0.01%18,859CommonSOLE
00206R102TAT&T INC$4.3M0.01%194,924CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$4.3M0.01%144,692CommonSOLE
17275R102CSCOCISCO SYS INC$4.3M0.01%80,542CommonSOLE
29444U700EQIXEQUINIX INC$4.3M0.01%4,813CommonSOLE
87807B107TRPTC ENERGY CORP$4.2M0.01%89,363CommonSOLE
46435G474FALNISHARES TR$4.2M0.01%155,162CommonSOLE
00110G408BTALAGF INVTS TR$4.2M0.01%215,700CommonSOLE
04016X101ARGXARGENX SE$4.2M0.01%7,769CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$4.2M0.01%17,656CommonSOLE
464287721IYWISHARES TR$4.2M0.01%27,631CommonSOLE
750917106RMBSRAMBUS INC DEL$4.2M0.01%98,738CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$4.2M0.01%37,561CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4.1M0.01%69,248CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$4.1M0.01%74,976CommonSOLE
22052L104CTVACORTEVA INC$4.1M0.01%69,110CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.0M0.01%8,108CommonSOLE
67092P201NULGNUSHARES ETF TR$4.0M0.01%48,074CommonSOLE
G3198U102ESNTESSENT GROUP LTD$3.9M0.01%60,748CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$3.9M0.01%52,398CommonSOLE
07725L102ONCBEIGENE LTD$3.9M0.01%17,158CommonSOLE
69374H428FLRTPACER FDS TR$3.8M0.01%80,983CommonSOLE
071813109BAXBAXTER INTL INC$3.8M0.01%101,153CommonSOLE
21874C102CNMCORE & MAIN INC$3.8M0.01%86,029CommonSOLE
680223104ORIOLD REP INTL CORP$3.8M0.01%107,314CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$3.7M0.01%36,512CommonSOLE

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.