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Pacific Center for Financial Services

Q1 2024 · 13F-HR

Pacific Center for Financial Servicesholdings as filed

Filed 2024-05-20 · accession 0001398344-24-009897

$350.7M
Reported value
468
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$45.6M13.0%102,725CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$38.0M10.8%766,207CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$37.1M10.6%640,846CommonNONE
922908769VTIVANGUARD INDEX FDS$35.6M10.1%136,853CommonNONE
46434V290SMLFISHARES TR$24.1M6.87%379,011CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$24.1M6.87%218,928CommonNONE
922908553VNQVANGUARD INDEX FDS$14.5M4.13%167,533CommonNONE
464287507IJHISHARES TR$12.8M3.65%211,008CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$11.9M3.39%22,714CommonNONE
46429B697USMVISHARES TR$10.8M3.08%129,261CommonNONE
921910816MGKVANGUARD WORLD FD$10.6M3.02%36,964CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$7.8M2.23%14,080CommonNONE
037833100AAPLAPPLE INC$5.1M1.46%29,872CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$4.5M1.29%68,515CommonNONE
922908629VOVANGUARD INDEX FDS$4.4M1.27%17,791CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.5M1.00%8,359CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$3.1M0.90%25,945CommonNONE
166764100CVXCHEVRON CORP NEW$2.4M0.68%15,221CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$2.2M0.63%55,501CommonNONE
922908652VXFVANGUARD INDEX FDS$2.0M0.58%11,507CommonNONE
594918104MSFTMICROSOFT CORP$1.8M0.52%4,304CommonNONE
67066G104NVDANVIDIA CORPORATION$1.7M0.49%1,906CommonNONE
92826C839VVISA INC$1.7M0.47%5,913CommonNONE
464287804IJRISHARES TR$1.5M0.42%13,170CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.4M0.39%8,472CommonNONE
464288810IHIISHARES TR$1.3M0.36%21,482CommonNONE
921909768VXUSVANGUARD STAR FDS$1.1M0.33%18,996CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$950,1410.27%6,432CommonNONE
023135106AMZNAMAZON COM INC$949,3610.27%5,263CommonNONE
92204A504VHTVANGUARD WORLD FD$890,6150.25%3,292CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$876,2860.25%23,864CommonNONE
949746101WMT2WELLS FARGO CO NEW$874,8980.25%15,095CommonNONE
00206R102TAT&T INC$836,8770.24%47,550CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$824,4060.24%20,988CommonNONE
02079K107GOOGALPHABET INC$782,9210.22%5,142CommonNONE
464287523SOXXISHARES TR$742,9490.21%3,289CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$711,1960.20%971CommonNONE
922908363VOOVANGUARD INDEX FDS$705,8440.20%1,468CommonNONE
254687106DISDISNEY WALT CO$695,2040.20%5,682CommonNONE
46625H100JPMJPMORGAN CHASE & CO$660,5580.19%3,298CommonNONE
30231G102XOMEXXON MOBIL CORP$638,4440.18%5,492CommonNONE
N07059210ASMLASML HOLDING N V$597,8100.17%616CommonNONE
G29183103ETNEATON CORP PLC$585,0250.17%1,871CommonNONE
46429B689EFAVISHARES TR$550,9200.16%7,773CommonNONE
78463V107GLDSPDR GOLD TR$537,1350.15%2,611CommonNONE
02079K305GOOGLALPHABET INC$532,0290.15%3,525CommonNONE
00287Y109ABBVABBVIE INC$473,6670.14%2,601CommonNONE
464288802SUSAISHARES TR$470,3480.13%4,308CommonNONE
91913Y100VLOVALERO ENERGY CORP$453,5820.13%2,657CommonNONE
217204106CPRTCOPART INC$447,6640.13%7,729CommonNONE
46434V878ICSHISHARES TR$439,6200.13%8,695CommonNONE
30303M102METAMETA PLATFORMS INC$428,3420.12%882CommonNONE
464288448IDVISHARES TR$421,8000.12%15,043CommonNONE
78464A870XBISPDR SER TR$413,6190.12%4,359CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$403,9680.12%2,212CommonNONE
191216100KOCOCA COLA CO$356,1290.10%5,821CommonNONE
25659T107DLBDOLBY LABORATORIES INC$346,0540.10%4,131CommonNONE
65339F101NEENEXTERA ENERGY INC$342,1960.10%5,354CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$331,1160.09%832CommonNONE
053807103AVTAVNET INC$329,2120.09%6,640CommonNONE
20030N101CMCSACOMCAST CORP NEW$323,5650.09%7,464CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$322,5050.09%7,686CommonNONE
49456B101KMIKINDER MORGAN INC DEL$317,4950.09%17,312CommonNONE
369604301GEGENERAL ELECTRIC CO$311,2480.09%1,773CommonNONE
464287168DVYISHARES TR$303,5010.09%2,464CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$272,6260.08%1,309CommonNONE
78468R796SPYXSPDR SER TR$268,6450.08%6,277CommonNONE
58933Y105MRKMERCK & CO INC$267,3310.08%2,026CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$257,7910.07%4,571CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$249,5970.07%3,096CommonNONE
149123101CATCATERPILLAR INC$247,5080.07%675CommonNONE
478160104JNJJOHNSON & JOHNSON$246,6730.07%1,559CommonNONE
922908512VOEVANGUARD INDEX FDS$245,9870.07%1,578CommonNONE
74460D109PSAPUBLIC STORAGE$244,8110.07%844CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$239,8850.07%5,695CommonNONE
172967424CCITIGROUP INC$233,6720.07%3,695CommonNONE
G54950103LINLINDE PLC$229,3750.07%494CommonNONE
464287614IWFISHARES TR$226,8350.06%673CommonNONE
829073105SSDSIMPSON MFG INC$226,7240.06%1,105CommonNONE
437076102HDHOME DEPOT INC$222,2770.06%579CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$220,1510.06%445CommonNONE
060505104BACBANK AMERICA CORP$219,1390.06%5,779CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$218,5230.06%875CommonNONE
57636Q104MAMASTERCARD INCORPORATED$216,9160.06%450CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$215,7350.06%708CommonNONE
464287689IWVISHARES TR$189,0510.05%630CommonNONE
64110L106NFLXNETFLIX INC$187,6650.05%309CommonNONE
58155Q103MCKMCKESSON CORP$185,7510.05%346CommonNONE
438516106HONHONEYWELL INTL INC$182,6730.05%890CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$182,6360.05%1,012CommonNONE
209115104EDCONSOLIDATED EDISON INC$181,6200.05%2,000CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$181,3940.05%50CommonNONE
464288687PFFISHARES TR$179,7790.05%5,578CommonNONE
68389X105ORCLORACLE CORP$179,4970.05%1,429CommonNONE
87612E106TGTTARGET CORP$178,8170.05%1,009CommonNONE
464288562REZISHARES TR$176,9380.05%2,455CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$174,6150.05%4,539CommonNONE
92204A702VGTVANGUARD WORLD FD$172,5080.05%329CommonNONE
464287457SHYISHARES TR$172,3930.05%2,108CommonNONE
931142103WMTWALMART INC$161,9180.05%2,691CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$157,1330.04%1,825CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$156,9660.04%54CommonNONE
05945F103BANFBANCFIRST CORP$154,0530.04%1,750CommonNONE
74340W103PLDPROLOGIS INC.$153,5310.04%1,179CommonNONE
778296103ROSTROSS STORES INC$152,3650.04%1,038CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$151,3750.04%8,750CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$149,5130.04%2,757CommonNONE
921937827BSVVANGUARD BD INDEX FDS$149,3500.04%1,948CommonNONE
427866108HSYHERSHEY CO$145,0970.04%746CommonNONE
72201R833MINTPIMCO ETF TR$143,8110.04%1,430CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$140,2290.04%2,136CommonNONE
056525108BMIBADGER METER INC$138,1860.04%854CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$135,6190.04%2,221CommonNONE
09073M104TECHBIO-TECHNE CORP$133,7410.04%1,900CommonNONE
92204A876VPUVANGUARD WORLD FD$130,8890.04%918CommonNONE
464286525ACWVISHARES INC$128,4240.04%1,220CommonNONE
17275R102CSCOCISCO SYS INC$127,9700.04%2,564CommonNONE
922908751VBVANGUARD INDEX FDS$127,5540.04%558CommonNONE
747525103QCOMQUALCOMM INC$126,2980.04%746CommonNONE
92189F676SMHVANECK ETF TRUST$126,2200.04%561CommonNONE
46137V571PGJINVESCO EXCHANGE TRADED FD T$124,8670.04%5,080CommonNONE
907818108UNPUNION PAC CORP$124,6870.04%507CommonNONE
032108664HACKAMPLIFY ETF TR$122,0020.03%1,903CommonNONE
717081103PFEPFIZER INC$120,4220.03%4,339CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$116,2380.03%2,842CommonNONE
278865100ECLECOLAB INC$115,4500.03%500CommonNONE
464287150ITOTISHARES TR$113,5710.03%985CommonNONE
78470P200STOTSSGA ACTIVE TR$113,5540.03%2,416CommonNONE
368736104GNRCGENERAC HLDGS INC$113,5260.03%900CommonNONE
580135101MCDMCDONALDS CORP$106,3040.03%377CommonNONE
233331107DTEDTE ENERGY CO$103,1690.03%920CommonNONE
464289875AOMISHARES TR$103,0430.03%2,409CommonNONE
291011104EMREMERSON ELEC CO$102,9860.03%908CommonNONE
025816109AXPAMERICAN EXPRESS CO$102,4610.03%450CommonNONE
902973304USBUS BANCORP DEL$97,8040.03%2,188CommonNONE
83304A106SNAPSNAP INC$96,9260.03%8,443CommonNONE
92214X106VREXVAREX IMAGING CORP$93,7580.03%5,180CommonNONE
311900104FASTFASTENAL CO$92,5680.03%1,200CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$92,1990.03%266CommonNONE
097023105BABOEING CO$91,4680.03%474CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$89,5370.03%1,345CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$89,0820.03%612CommonNONE
816851109SRESEMPRA$88,2080.03%1,228CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$86,2120.02%286CommonNONE
464287556IBBISHARES TR$85,1030.02%620CommonNONE
464287655IWMISHARES TR$84,7510.02%403CommonNONE
464287663IUSVISHARES TR$84,2000.02%931CommonNONE
40434L105HPQHP INC$84,1330.02%2,784CommonNONE
464287622IWBISHARES TR$82,3770.02%286CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$81,8720.02%9,199CommonNONE
458140100INTCINTEL CORP$78,5790.02%1,779CommonNONE
69331C108PCGPG&E CORP$77,9060.02%4,648CommonNONE
92204A405VFHVANGUARD WORLD FD$77,6120.02%758CommonNONE
718172109PMPHILIP MORRIS INTL INC$77,4190.02%845CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$77,2880.02%423CommonNONE
844741108LUVSOUTHWEST AIRLS CO$76,0990.02%2,607CommonNONE
031162100AMGNAMGEN INC$74,8090.02%263CommonNONE
257651109DCIDONALDSON INC$74,6800.02%1,000CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$72,1760.02%573CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$72,0850.02%392CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$71,5240.02%758CommonNONE
064058100BKBANK NEW YORK MELLON CORP$70,3550.02%1,221CommonNONE
02209S103MOALTRIA GROUP INC$69,8800.02%1,602CommonNONE
79466L302CRMSALESFORCE INC$69,2720.02%230CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$68,0610.02%1,852CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$67,0210.02%7,677CommonNONE
464288679SHVISHARES TR$65,7720.02%595CommonNONE
921935805VFVAVANGUARD WELLINGTON FD$64,2350.02%538CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$63,6240.02%428CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$63,5030.02%750CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$59,5800.02%312CommonNONE
46625H365JPMORGAN CHASE & CO$56,2680.02%1,975CommonNONE
922908744VTVVANGUARD INDEX FDS$55,8610.02%343CommonNONE
855244109SBUXSTARBUCKS CORP$55,8240.02%611CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$55,4890.02%1,106CommonNONE
46435G516ESGDISHARES TR$53,7800.02%673CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$53,5970.02%590CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$53,3260.02%341CommonNONE
922908611VBRVANGUARD INDEX FDS$53,1510.02%277CommonNONE
609207105MDLZMONDELEZ INTL INC$52,1210.01%745CommonNONE
464287671IUSGISHARES TR$51,8070.01%442CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$49,3610.01%2,784CommonNONE
143658300CCL1EURCARNIVAL CORP$48,1220.01%2,945CommonNONE
922908736VUGVANGUARD INDEX FDS$47,8440.01%139CommonNONE
654106103NKENIKE INC$47,5540.01%506CommonNONE
53656F607HLALLISTED FD TR$47,3120.01%978CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$45,8830.01%736CommonNONE
713448108PEPPEPSICO INC$45,8450.01%262CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$45,2400.01%600CommonNONE
38747R108COMBGRANITESHARES ETF TR$44,7680.01%2,253CommonNONE
345370860FFORD MTR CO DEL$44,3320.01%3,338CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$44,2120.01%611CommonNONE
464288224ICLNISHARES TR$43,4970.01%3,111CommonNONE
745867101PHMPULTE GROUP INC$42,9410.01%356CommonNONE
375558103GILDGILEAD SCIENCES INC$42,8480.01%585CommonNONE
98138H101WDAYWORKDAY INC$42,8220.01%157CommonNONE
253868103DLRDIGITAL RLTY TR INC$42,7800.01%297CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$42,6790.01%102CommonNONE
002824100ABTABBOTT LABS$42,0550.01%370CommonNONE
921910733ESGVVANGUARD WORLD FD$40,4200.01%434CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$39,5570.01%219CommonNONE
744320102PRUPRUDENTIAL FINL INC$38,5080.01%328CommonNONE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$38,2950.01%1,273CommonNONE
464287499IWRISHARES TR$37,6730.01%448CommonNONE
723484101PNWPINNACLE WEST CAP CORP$37,3650.01%500CommonNONE
297178105ESSESSEX PPTY TR INC$36,0480.01%147CommonNONE
670100205NVONOVO-NORDISK A S$34,6680.01%270CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$33,5230.01%439CommonNONE
701094104PHPARKER-HANNIFIN CORP$32,7920.01%59CommonNONE
464287234EEMISHARES TR$32,4130.01%789CommonNONE
464287184FXIISHARES TR$32,2780.01%1,341CommonNONE
30034W106EVRGEVERGY INC$31,9220.01%598CommonNONE
359694106FULFULLER H B CO$31,8960.01%400CommonNONE
49446R109KIMKIMCO RLTY CORP$31,8940.01%1,626CommonNONE
370334104GISGENERAL MLS INC$31,5660.01%451CommonNONE
46435G433SMMVISHARES TR$31,2340.01%834CommonNONE
33734X309CARZFIRST TR EXCHANGE TRADED FD$30,6390.01%520CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$30,6390.01%1,050CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$30,4560.01%400CommonNONE
29273V100ETENERGY TRANSFER L P$30,2020.01%1,920CommonNONE
464287242LQDISHARES TR$28,8640.01%265CommonNONE
892356106TSCOTRACTOR SUPPLY CO$28,7900.01%110CommonNONE
464287606IJKISHARES TR$28,1050.01%308CommonNONE
23345M107DTMDT MIDSTREAM INC$28,0450.01%459CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$28,0140.01%136CommonNONE
128125101CSQCALAMOS STRATEGIC TOTAL RETU$27,6990.01%1,692CommonNONE
126408103CSXCSX CORP$26,6910.01%720CommonNONE
464288869IWCISHARES TR$26,4200.01%218CommonNONE
464287705IJJISHARES TR$26,0240.01%220CommonNONE
921935607VFMFVANGUARD WELLINGTON FD$24,6170.01%194CommonNONE
25746U109DDOMINION ENERGY INC$24,5950.01%500CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$24,3960.01%1,200CommonNONE
046353108AZNNASTRAZENECA PLC$23,7130.01%350CommonNONE
833034101SNASNAP ON INC$23,6980.01%80CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$23,5070.01%213CommonNONE
46432F842IEFAISHARES TR$23,3060.01%314CommonNONE
88579Y101MMM3M CO$23,0180.01%217CommonNONE
464287788IYFISHARES TR$22,5740.01%236CommonNONE
56585A102MPCMARATHON PETE CORP$22,5680.01%112CommonNONE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$22,0790.01%695CommonNONE
59156R108METMETLIFE INC$21,1960.01%286CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$20,9690.01%314CommonNONE
75513E101RTXRTX CORPORATION$20,7740.01%213CommonNONE
244199105DEDEERE & CO$20,5370.01%50CommonNONE
46435U192IDNAISHARES TR$20,4380.01%849CommonNONE
56501R106MFCMANULIFE FINL CORP$20,4170.01%817CommonNONE
126650100CVSCVS HEALTH CORP$19,9400.01%250CommonNONE
548661107LOWLOWES COS INC$19,8960.01%78CommonNONE
988498101YUMYUM BRANDS INC$19,4110.01%140CommonNONE
46428Q109SLVISHARES SILVER TR$19,3840.01%852CommonNONE
464287879IJSISHARES TR$19,2170.01%187CommonNONE
29444U700EQIXEQUINIX INC$18,9830.01%23CommonNONE
001055102AFLAFLAC INC$18,8900.01%220CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$18,4440.01%1,567CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$18,0650.01%360CommonNONE
37954Y673PAVEGLOBAL X FDS$17,6370.01%443CommonNONE
37253A103THRMGENTHERM INC$17,2740.00%300CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$17,1100.00%140CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$17,0390.00%282CommonNONE
09257W100BXMTBLACKSTONE MTG TR INC$16,9240.00%850CommonNONE
464287200IVVISHARES TR$16,8240.00%32CommonNONE
25243Q205DEODIAGEO PLC$16,8080.00%113CommonNONE
00724F101ADBEADOBE INC$16,6520.00%33CommonNONE
14040H105COFCAPITAL ONE FINL CORP$16,5270.00%111CommonNONE
46137V407ERTHINVESCO EXCHANGE TRADED FD T$16,4830.00%390CommonNONE
11135F101AVGOBROADCOM INC$15,9050.00%12CommonNONE
071813109BAXBAXTER INTL INC$15,8570.00%371CommonNONE
872540109TJXTJX COS INC NEW$15,7210.00%155CommonNONE
46187W107INVHINVITATION HOMES INC$15,5980.00%438CommonNONE
281020107EIXEDISON INTL$15,4200.00%218CommonNONE
09062X103BIIBBIOGEN INC$15,3100.00%71CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$14,6990.00%180CommonNONE
682680103OKEONEOK INC NEW$14,6720.00%183CommonNONE
29084Q100EMEEMCOR GROUP INC$14,3590.00%41CommonNONE
256677105DGDOLLAR GEN CORP NEW$14,3580.00%92CommonNONE
571903202MARMARRIOTT INTL INC NEW$14,1190.00%56CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$13,9280.00%89CommonNONE
46434G103IEMGISHARES INC$13,8810.00%269CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$13,8320.00%70CommonNONE
093671105HRBBLOCK H & R INC$13,7510.00%280CommonNONE
92647N824CDCVICTORY PORTFOLIOS II$13,5000.00%227CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$13,2510.00%78CommonNONE
65249B109NWSANEWS CORP NEW$13,2210.00%505CommonNONE
316773100FITBFIFTH THIRD BANCORP$13,0240.00%350CommonNONE
46435U713IFRAISHARES TR$12,3620.00%285CommonNONE
78709Y105SAIASAIA INC$12,2850.00%21CommonNONE
66987V109NVSNOVARTIS AG$11,8980.00%123CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$11,5720.00%90CommonNONE
501044101KRKROGER CO$11,4260.00%200CommonNONE
922908538VOTVANGUARD INDEX FDS$11,3180.00%48CommonNONE
243537107DECKDECKERS OUTDOOR CORP$11,2960.00%12CommonNONE
532457108LLYELI LILLY & CO$10,8920.00%14CommonNONE
529043101LXPUSDLXP INDUSTRIAL TRUST$10,8060.00%1,198CommonNONE
46138G631QQQJINVESCO EXCH TRADED FD TR II$10,7830.00%373CommonNONE
224408104CRCRANE COMPANY$10,6760.00%79CommonNONE
94106L109WMWASTE MGMT INC DEL$10,5830.00%50CommonNONE
879382208TELFYTELEFONICA S A$10,0460.00%2,278CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$10,0260.00%47CommonNONE
235851102DHRDANAHER CORPORATION$9,9890.00%40CommonNONE
46138G706TANINVESCO EXCH TRADED FD TR II$9,9460.00%219CommonNONE
518439104ELLAUDER ESTEE COS INC$9,8660.00%64CommonNONE
31428X106FDXFEDEX CORP$9,5620.00%33CommonNONE
00214Q302ARKGARK ETF TR$9,5510.00%332CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$9,4840.00%14CommonNONE
957090103WABCWESTAMERICA BANCORPORATION$9,2880.00%190CommonNONE
29362U104ENTGENTEGRIS INC$9,1360.00%65CommonNONE
46138G847PBDINVESCO EXCH TRADED FD TR II$9,1070.00%644CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$8,9070.00%60CommonNONE
46435U556ARTYISHARES TR$8,8900.00%259CommonNONE
78464A409SPYGSPDR SER TR$8,7910.00%120CommonNONE
74758T303QLYSQUALYS INC$8,6780.00%52CommonNONE
163072101CAKECHEESECAKE FACTORY INC$8,6400.00%239CommonNONE
460146103IPINTERNATIONAL PAPER CO$8,5850.00%220CommonNONE
77543R102ROKUROKU INC$8,4730.00%130CommonNONE
98311A105WHWYNDHAM HOTELS & RESORTS INC$8,4430.00%110CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$8,3810.00%21CommonNONE
90384S303ULTAULTA BEAUTY INC$8,3670.00%16CommonNONE
464289529INDYISHARES TR$8,3670.00%166CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$8,2850.00%81CommonNONE
78463M107SPSCSPS COMM INC$8,1360.00%44CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$8,0810.00%114CommonNONE
03750L109AIRCUSDAPARTMENT INCOME REIT CORP$8,0210.00%247CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$8,0020.00%52CommonNONE
22052L104CTVACORTEVA INC$7,8440.00%136CommonNONE
372460105GPCGENUINE PARTS CO$7,7470.00%50CommonNONE
78468R697SIMSSPDR SER TR$7,6730.00%221CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$7,6520.00%36CommonNONE
81762P102NOWSERVICENOW INC$7,6240.00%10CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$7,5190.00%19CommonNONE
754730109RJFRAYMOND JAMES FINL INC$7,4490.00%58CommonNONE
73278L105POOLPOOL CORP$7,2630.00%18CommonNONE
058586108BLDPBALLARD PWR SYS INC NEW$7,2280.00%2,600CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$7,1980.00%69CommonNONE
G8473T100STESTERIS PLC$7,1950.00%32CommonNONE
464287465EFAISHARES TR$7,1080.00%89CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$7,0450.00%26CommonNONE
57638P104MBCMASTERBRAND INC$7,0280.00%375CommonNONE
216648501COOCOOPER COS INC$6,9000.00%68CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$6,8700.00%16CommonNONE
761152107RMDRESMED INC$6,7340.00%34CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$6,7330.00%59CommonNONE
534187109LNCLINCOLN NATL CORP IND$6,7060.00%210CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$6,6570.00%5CommonNONE
20825C104COPCONOCOPHILLIPS$6,4920.00%51CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$6,2370.00%42CommonNONE
90138F102TWLOTWILIO INC$6,1150.00%100CommonNONE
780087102RYROYAL BK CDA$6,0530.00%60CommonNONE
963320106WHRWHIRLPOOL CORP$5,9820.00%50CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$5,9710.00%30CommonNONE
46137V134PBWINVESCO EXCHANGE TRADED FD T$5,9540.00%258CommonNONE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$5,8970.00%51CommonNONE
971378104WSCWILLSCOT MOBIL MINI HLDNG CO$5,8590.00%126CommonNONE
512807108LRCXEURLAM RESEARCH CORP$5,8300.00%6CommonNONE
443201108HWMHOWMET AEROSPACE INC$5,8170.00%85CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$5,8070.00%123CommonNONE
78468R556XOPSPDR SER TR$5,7970.00%37CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$5,6580.00%5CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$5,5710.00%140CommonNONE
H17182108CRSPCRISPR THERAPEUTICS AG$5,5210.00%81CommonNONE
958102105WDCWESTERN DIGITAL CORP.$5,4600.00%80CommonNONE
254543101DIODDIODES INC$5,4290.00%77CommonNONE
894164102TNLTRAVEL PLUS LEISURE CO$5,3860.00%110CommonNONE
032095101APHAMPHENOL CORP NEW$5,3070.00%46CommonNONE
69351T106PPLPPL CORP$5,2310.00%190CommonNONE
26614N102DDDUPONT DE NEMOURS INC$5,2140.00%68CommonNONE
23355L106DXCDXC TECHNOLOGY CO$5,0700.00%239CommonNONE
37733W204GSKGSK PLC$4,9310.00%115CommonNONE
64115T104NTCTNETSCOUT SYS INC$4,8050.00%220CommonNONE
655664100JWNUSDNORDSTROM INC$4,7840.00%236CommonNONE
48251W104KKRKKR & CO INC$4,7280.00%47CommonNONE
55003T107LL FLOORING HOLDINGS INC$4,6560.00%2,544CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4,6500.00%8CommonNONE
00214Q104ARKKARK ETF TR$4,5580.00%91CommonNONE
48203R104JNPJUNIPER NETWORKS INC$4,2250.00%114CommonNONE
37954Y715BOTZGLOBAL X FDS$4,1990.00%132CommonNONE
871607107SNPSSYNOPSYS INC$4,0010.00%7CommonNONE
260557103DOWDOW INC$3,9400.00%68CommonNONE
863667101SYKSTRYKER CORPORATION$3,9370.00%11CommonNONE
55354G100MSCIMSCI INC$3,9240.00%7CommonNONE
252131107DXCMDEXCOM INC$3,8840.00%28CommonNONE
09260D107BXBLACKSTONE INC$3,8100.00%29CommonNONE
02390A101AMXAMERICA MOVIL SAB DE CV$3,7320.00%200CommonNONE
615369105MCOMOODYS CORP$3,5380.00%9CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$3,4930.00%51CommonNONE
26922B600ETF SER SOLUTIONS$3,4730.00%659CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3,3880.00%44CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$3,2510.00%15CommonNONE
45168D104IDXXIDEXX LABS INC$3,2400.00%6CommonNONE
565849106MRO*MARATHON OIL CORP$3,1750.00%112CommonNONE
45781M101INVAINNOVIVA INC$3,0480.00%200CommonNONE
500754106KHCKRAFT HEINZ CO$2,9890.00%81CommonNONE
89612W102TRICON RESIDENTIAL INC$2,9110.00%261CommonNONE
14149Y108CAHCARDINAL HEALTH INC$2,9100.00%26CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$2,9070.00%50CommonNONE
80105N105SNYSANOFI$2,8680.00%59CommonNONE
032654105ADIANALOG DEVICES INC$2,7700.00%14CommonNONE
833445109SNOWSNOWFLAKE INC$2,7480.00%17CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$2,6210.00%30CommonNONE
60770K107MRNAMODERNA INC$2,5640.00%24CommonNONE
049468101TEAMATLASSIAN CORPORATION$2,5370.00%13CommonNONE
68622V106OGNORGANON & CO$2,4820.00%132CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$2,4820.00%25CommonNONE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$2,4090.00%20CommonNONE
550021109LULULULULEMON ATHLETICA INC$2,3440.00%6CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$2,2950.00%24CommonNONE
163092109CHGGCHEGG INC$2,2710.00%300CommonNONE
364760108GAPGAP INC$2,0670.00%75CommonNONE
03748R747AIVAPARTMENT INVT & MGMT CO$2,0230.00%247CommonNONE
H01301128ALCALCON AG$1,9990.00%24CommonNONE
103304101BYDBOYD GAMING CORP$1,9530.00%29CommonNONE
76118Y104REZIRESIDEO TECHNOLOGIES INC$1,9060.00%85CommonNONE
055622104BPBP PLC$1,8840.00%50CommonNONE
01748X102ALGTALLEGIANT TRAVEL CO$1,8810.00%25CommonNONE
918204108VFCV F CORP$1,8410.00%120CommonNONE
12468P104AIC3 AI INC$1,6790.00%62CommonNONE
910047109UALUNITED AIRLS HLDGS INC$1,6760.00%35CommonNONE
88076W103TDCTERADATA CORP DEL$1,6250.00%42CommonNONE
969904101WSMWILLIAMS SONOMA INC$1,5940.00%5CommonNONE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$1,5370.00%95CommonNONE
82509L107SHOPSHOPIFY INC$1,3900.00%18CommonNONE
871332102SLVMSYLVAMO CORP$1,2350.00%20CommonNONE
577081102MATMATTEL INC$1,2290.00%62CommonNONE
78463X863RWXSPDR INDEX SHS FDS$1,2270.00%47CommonNONE
405552100HLNHALEON PLC$1,2230.00%144CommonNONE
55616P104MMACYS INC$1,2090.00%60CommonNONE
674599105OXYOCCIDENTAL PETE CORP$1,1230.00%17CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$1,0950.00%100CommonNONE
864159108RGRSTURM RUGER & CO INC$1,0670.00%23CommonNONE
88160R101TSLATESLA INC$1,0650.00%6CommonNONE
46222L108IONQIONQ INC$9990.00%100CommonNONE
26922A842JETSETF SER SOLUTIONS$9100.00%43CommonNONE
929740108WABWABTEC$8750.00%6CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$8720.00%3CommonNONE
654902204NOKNOKIA CORP$8180.00%231CommonNONE
34959J108FTVFORTIVE CORP$7750.00%9CommonNONE
26701L100BROSDUTCH BROS INC$7590.00%23CommonNONE
08862E109BYNDBEYOND MEAT INC$6880.00%83CommonNONE
92338C103VLTOVERALTO CORP$5320.00%6CommonNONE
62886E108VYXNCR VOYIX CORPORATION$5310.00%42CommonNONE
G8807B106TBPHTHERAVANCE BIOPHARMA INC$5120.00%57CommonNONE
366505105GTXGARRETT MOTION INC$5070.00%51CommonNONE
872590104TMUST-MOBILE US INC$4900.00%3CommonNONE
852234103XYZBLOCK INC$4230.00%5CommonNONE
63001N106NATLNCR ATLEOS CORPORATION$4150.00%21CommonNONE
37045V100GMGENERAL MTRS CO$4090.00%9CommonNONE
D18190898DBDEUTSCHE BANK A G$3950.00%25CommonNONE
50155Q100KDKYNDRYL HLDGS INC$3490.00%16CommonNONE
550241103LUMNLUMEN TECHNOLOGIES INC$3140.00%201CommonNONE
10922N103BHFBRIGHTHOUSE FINL INC$3100.00%6CommonNONE
0076CA104AEGAEGON LTD$2180.00%36CommonNONE
00676P107ADEAADEIA INC$1860.00%17CommonNONE
912909108USX1UNITED STATES STL CORP NEW$1640.00%4CommonNONE
92556V106VTRSVIATRIS INC$1440.00%12CommonNONE
928881101VNTVONTIER CORPORATION$1370.00%3CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$1170.00%6CommonNONE
24984K105DMTKQDERMTECH INC$770.00%109CommonNONE
98423J101XPERXPERI INC$730.00%6CommonNONE
98421M106XRXXEROX HOLDINGS CORP$720.00%4CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$270.00%0CommonSOLE
893641100TDGTRANSDIGM GROUP INC$210.00%0CommonSOLE
62944T105NVRNVR INC$200.00%0CommonSOLE
150870103CECELANESE CORP DEL$200.00%0CommonSOLE
09247X101BLKCHFBLACKROCK INC$130.00%0CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$130.00%0CommonSOLE
206787103CNDTCONDUENT INC$110.00%3CommonNONE
902494103TSNTYSON FOODS INC$100.00%0CommonSOLE
631103108NDAQNASDAQ INC$100.00%0CommonSOLE
59503A204MBOTMICROBOT MED INC$20.00%1CommonNONE

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.