MondegarAI
EPG Wealth Management LLC

Q2 2024 · 13F-HR

EPG Wealth Management LLCholdings as filed

Filed 2024-08-13 · accession 0001398344-24-014432

$428.6M
Reported value
445
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$20.9M4.88%0CommonSOLE
464287200IVVISHARES TR$19.6M4.57%0CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$17.1M4.00%0CommonSOLE
67066G104NVDANVIDIA CORPORATION$15.9M3.72%0CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$12.2M2.84%0CommonSOLE
464287309IVWISHARES TR$11.2M2.62%0CommonSOLE
46434V456IQLTISHARES TR$11.0M2.56%0CommonSOLE
594918104MSFTMICROSOFT CORP$10.2M2.37%0CommonSOLE
464287507IJHISHARES TR$7.7M1.80%0CommonSOLE
464287614IWFISHARES TR$7.5M1.75%0CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$6.5M1.51%0CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$6.3M1.47%0CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.1M1.43%0CommonSOLE
532457108LLYELI LILLY & CO$5.6M1.30%0CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$5.2M1.21%0CommonSOLE
464287804IJRISHARES TR$5.2M1.20%0CommonSOLE
023135106AMZNAMAZON COM INC$5.1M1.18%0CommonSOLE
02079K305GOOGLALPHABET INC$4.7M1.10%0CommonSOLE
46434G103IEMGISHARES INC$4.0M0.94%0CommonSOLE
75513E101RTXRTX CORPORATION$3.9M0.92%0CommonSOLE
74762E102QUREQUANTA SVCS INC$3.9M0.91%0CommonSOLE
464287598IWDISHARES TR$3.5M0.81%0CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$3.4M0.80%0CommonSOLE
11135F101AVGOBROADCOM INC$3.4M0.78%0CommonSOLE
713448108PEPPEPSICO INC$3.0M0.71%0CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.9M0.68%0CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$2.8M0.65%0CommonSOLE
46434V621DGROISHARES TR$2.7M0.63%0CommonSOLE
46090E103QQQINVESCO QQQ TR$2.7M0.62%0CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$2.6M0.60%0CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$2.6M0.60%0CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.5M0.59%0CommonSOLE
464287457SHYISHARES TR$2.5M0.59%0CommonSOLE
33738R720ROBTFIRST TR EXCHANGE-TRADED FD$2.5M0.58%0CommonSOLE
30303M102METAMETA PLATFORMS INC$2.5M0.57%0CommonSOLE
58155Q103MCKMCKESSON CORP$2.4M0.57%0CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.4M0.56%0CommonSOLE
316092709FIDUFIDELITY COVINGTON TRUST$2.4M0.55%0CommonSOLE
437076102HDHOME DEPOT INC$2.4M0.55%0CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.3M0.54%0CommonSOLE
097023105BABOEING CO$2.3M0.54%0CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$2.3M0.53%0CommonSOLE
00724F101ADBEADOBE INC$2.2M0.52%0CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$2.2M0.52%0CommonSOLE
79466L302CRMSALESFORCE INC$2.2M0.52%0CommonSOLE
438516106HONHONEYWELL INTL INC$2.2M0.50%0CommonSOLE
78463V107GLDSPDR GOLD TR$2.1M0.50%0CommonSOLE
09247X101BLKCHFBLACKROCK INC$2.1M0.49%0CommonSOLE
92826C839VVISA INC$2.1M0.49%0CommonSOLE
747525103QCOMQUALCOMM INC$2.1M0.49%0CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.1M0.48%0CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.0M0.47%0CommonSOLE
580135101MCDMCDONALDS CORP$2.0M0.47%0CommonSOLE
244199105DEDEERE & CO$2.0M0.46%0CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.0M0.46%0CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.0M0.46%0CommonSOLE
548661107LOWLOWES COS INC$2.0M0.46%0CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.0M0.46%0CommonSOLE
040413106ANETEURARISTA NETWORKS INC$1.9M0.45%0CommonSOLE
464287408IVEISHARES TR$1.9M0.45%0CommonSOLE
64110L106NFLXNETFLIX INC$1.9M0.44%0CommonSOLE
166764100CVXCHEVRON CORP NEW$1.9M0.44%0CommonSOLE
911363109URIUNITED RENTALS INC$1.8M0.42%0CommonSOLE
464287150ITOTISHARES TR$1.7M0.41%0CommonSOLE
00436Q106ACELACCEL ENTERTAINMENT INC$1.7M0.40%0CommonSOLE
031162100AMGNAMGEN INC$1.7M0.40%0CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.7M0.39%0CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.7M0.39%0CommonSOLE
20825C104COPCONOCOPHILLIPS$1.6M0.37%0CommonSOLE
191216100KOCOCA COLA CO$1.6M0.37%0CommonSOLE
038222105AMATAPPLIED MATLS INC$1.6M0.37%0CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.6M0.37%0CommonSOLE
33740F714DJUNFIRST TR EXCHNG TRADED FD VI$1.6M0.36%0CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.5M0.35%0CommonSOLE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$1.5M0.35%0CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.5M0.35%0CommonSOLE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$1.5M0.34%0CommonSOLE
316092873FCOMFIDELITY COVINGTON TRUST$1.4M0.34%0CommonSOLE
482480100KLACKLA CORP$1.4M0.33%0CommonSOLE
81762P102NOWSERVICENOW INC$1.4M0.33%0CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.4M0.33%0CommonSOLE
372460105GPCGENUINE PARTS CO$1.4M0.33%0CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.4M0.33%0CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.4M0.32%0CommonSOLE
33740F433GJUNFIRST TR EXCHNG TRADED FD VI$1.3M0.31%0CommonSOLE
00287Y109ABBVABBVIE INC$1.3M0.31%0CommonSOLE
17275R102CSCOCISCO SYS INC$1.3M0.31%0CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.3M0.31%0CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.3M0.30%0CommonSOLE
704326107PAYXPAYCHEX INC$1.3M0.30%0CommonSOLE
830566105SKAASKECHERS U S A INC$1.3M0.29%0CommonSOLE
002824100ABTABBOTT LABS$1.2M0.29%0CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$1.2M0.29%0CommonSOLE
863667101SYKSTRYKER CORPORATION$1.2M0.28%0CommonSOLE
47103U886VNLAJANUS DETROIT STR TR$1.2M0.28%0CommonSOLE
40434L105HPQHP INC$1.2M0.28%0CommonSOLE
464287481IWPISHARES TR$1.2M0.27%0CommonSOLE
316092402FENYFIDELITY COVINGTON TRUST$1.2M0.27%0CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.1M0.27%0CommonSOLE
032654105ADIANALOG DEVICES INC$1.1M0.27%0CommonSOLE
02079K107GOOGALPHABET INC$1.1M0.27%0CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.1M0.26%0CommonSOLE
09260D107BXBLACKSTONE INC$1.1M0.26%0CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$1.1M0.25%0CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.0M0.24%0CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.0M0.24%0CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.0M0.23%0CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$989,7480.23%0CommonSOLE
464288760ITAISHARES TR$986,9750.23%0CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$982,6020.23%0CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$981,4580.23%0CommonSOLE
278865100ECLECOLAB INC$978,4190.23%0CommonSOLE
806857108SLBSCHLUMBERGER LTD$971,3010.23%0CommonSOLE
922908736VUGVANGUARD INDEX FDS$966,2730.23%0CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$957,8750.22%0CommonSOLE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$951,9530.22%0CommonSOLE
780259305SHELSHELL PLC$948,1060.22%0CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$936,3170.22%0CommonSOLE
80105N105SNYSANOFI$927,1200.22%0CommonSOLE
872590104TMUST-MOBILE US INC$926,5660.22%0CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$923,6570.22%0CommonSOLE
98978V103ZTSZOETIS INC$921,9680.22%0CommonSOLE
46432F842IEFAISHARES TR$894,5020.21%0CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$872,4670.20%0CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$871,9460.20%0CommonSOLE
33739N108FMBFIRST TR EXCHANGE-TRADED FD$860,6780.20%0CommonSOLE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$850,6750.20%0CommonSOLE
256677105DGDOLLAR GEN CORP NEW$819,5490.19%0CommonSOLE
37954Y715BOTZGLOBAL X FDS$784,9550.18%0CommonSOLE
842587107SOSOUTHERN CO$784,2430.18%0CommonSOLE
55354G100MSCIMSCI INC$775,9660.18%0CommonSOLE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$774,8780.18%0CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$768,5230.18%0CommonSOLE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$756,0080.18%0CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$746,6500.17%0CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$740,3110.17%0CommonSOLE
780087102RYROYAL BK CDA$734,4880.17%0CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$731,8890.17%0CommonSOLE
907818108UNPUNION PAC CORP$712,0930.17%0CommonSOLE
33740U695GOCTFIRST TR EXCHNG TRADED FD VI$707,5750.17%0CommonSOLE
718546104PSXPHILLIPS 66$697,2220.16%0CommonSOLE
550021109LULULULULEMON ATHLETICA INC$689,4000.16%0CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$685,2710.16%0CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$685,0120.16%0CommonSOLE
233331107DTEDTE ENERGY CO$677,1730.16%0CommonSOLE
82889N863SVOLSIMPLIFY EXCHANGE TRADED FUN$672,1460.16%0CommonSOLE
46982L108JJACOBS SOLUTIONS INC$666,0010.16%0CommonSOLE
253868103DLRDIGITAL RLTY TR INC$665,6330.16%0CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$659,4550.15%0CommonSOLE
458140100INTCINTEL CORP$601,5600.14%0CommonSOLE
464288414MUBISHARES TR$598,1640.14%0CommonSOLE
G5960L103MDTMEDTRONIC PLC$593,3110.14%0CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$584,8780.14%0CommonSOLE
044186104ASHASHLAND INC$580,8160.14%0CommonSOLE
231021106CMICUMMINS INC$575,1860.13%0CommonSOLE
05464C101AXONAXON ENTERPRISE INC$572,8850.13%0CommonSOLE
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$572,7420.13%0CommonSOLE
46137V746PWBINVESCO EXCHANGE TRADED FD T$566,7540.13%0CommonSOLE
285512109EAELECTRONIC ARTS INC$565,3240.13%0CommonSOLE
00326A104SGOLETFS GOLD TR$560,1220.13%0CommonSOLE
88160R101TSLATESLA INC$559,4070.13%0CommonSOLE
46138E362SPHDINVESCO EXCH TRADED FD TR II$557,1030.13%0CommonSOLE
855244109SBUXSTARBUCKS CORP$555,7400.13%0CommonSOLE
33740F698DJULFIRST TR EXCHNG TRADED FD VI$549,1900.13%0CommonSOLE
89151E109TTENTOTALENERGIES SE$546,4430.13%0CommonSOLE
681919106OMCOMNICOM GROUP INC$534,7020.12%0CommonSOLE
46137V837PDPINVESCO EXCHANGE TRADED FD T$532,9250.12%0CommonSOLE
464287705IJJISHARES TR$526,2000.12%0CommonSOLE
931142103WMTWALMART INC$526,0240.12%0CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$499,1730.12%0CommonSOLE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$495,5320.12%0CommonSOLE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$493,5570.12%0CommonSOLE
009158106APDAIR PRODS & CHEMS INC$488,4560.11%0CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$485,3880.11%0CommonSOLE
464285204IAUISHARES GOLD TR$483,4060.11%0CommonSOLE
78464A763SDYSPDR SER TR$482,4350.11%0CommonSOLE
381430438GSEWGOLDMAN SACHS ETF TR$457,5960.11%0CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$449,8540.10%0CommonSOLE
46432F339QUALISHARES TR$447,0620.10%0CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$433,1030.10%0CommonSOLE
78464A409SPYGSPDR SER TR$415,9030.10%0CommonSOLE
26622P107DOCSDOXIMITY INC$391,5800.09%0CommonSOLE
46137V811PTFINVESCO EXCHANGE TRADED FD T$384,0280.09%0CommonSOLE
464287465EFAISHARES TR$378,4850.09%0CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$378,2890.09%0CommonSOLE
58933Y105MRKMERCK & CO INC$375,8010.09%0CommonSOLE
654106103NKENIKE INC$372,9250.09%0CommonSOLE
17259U204CIONCION INVT CORP$372,5700.09%0CommonSOLE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$369,6410.09%0CommonSOLE
013872106AAALCOA CORP$368,5850.09%0CommonSOLE
37954Y772AGNGGLOBAL X FDS$368,4480.09%0CommonSOLE
060505104BACBANK AMERICA CORP$364,4650.09%0CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$359,4410.08%0CommonSOLE
595112103MUMICRON TECHNOLOGY INC$357,7070.08%0CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$354,8330.08%0CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$342,4700.08%0CommonSOLE
922908629VOVANGUARD INDEX FDS$338,2140.08%0CommonSOLE
375558103GILDGILEAD SCIENCES INC$337,7800.08%0CommonSOLE
464287622IWBISHARES TR$335,9230.08%0CommonSOLE
33737J174FDTFIRST TR EXCH TRD ALPHDX FD$333,8160.08%0CommonSOLE
02209S103MOALTRIA GROUP INC$328,4690.08%0CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$325,8640.08%0CommonSOLE
025816109AXPAMERICAN EXPRESS CO$324,2900.08%0CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$322,1820.08%0CommonSOLE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$318,4870.07%0CommonSOLE
464287556IBBISHARES TR$316,0900.07%0CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$315,8700.07%0CommonSOLE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$307,9300.07%0CommonSOLE
872540109TJXTJX COS INC NEW$306,9600.07%0CommonSOLE
78464A359CWBSPDR SER TR$305,7610.07%0CommonSOLE
172967424CCITIGROUP INC$305,1530.07%0CommonSOLE
254687106DISDISNEY WALT CO$303,0390.07%0CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$301,0840.07%0CommonSOLE
78468R721TFISPDR SER TR$299,9530.07%0CommonSOLE
92204A504VHTVANGUARD WORLD FD$299,5980.07%0CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$295,8970.07%0CommonSOLE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$290,6280.07%0CommonSOLE
G491BT108IVZINVESCO LTD$287,5140.07%0CommonSOLE
00162Q452AMLPALPS ETF TR$286,7550.07%0CommonSOLE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$279,6880.07%0CommonSOLE
464287655IWMISHARES TR$278,1230.06%0CommonSOLE
91913Y100VLOVALERO ENERGY CORP$272,1350.06%0CommonSOLE
46432F388VLUEISHARES TR$267,1440.06%0CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$264,0830.06%0CommonSOLE
33740U612MARMFIRST TR EXCHNG TRADED FD VI$263,2880.06%0CommonSOLE
33740F854DAUGFIRST TR EXCHNG TRADED FD VI$261,7330.06%0CommonSOLE
922908744VTVVANGUARD INDEX FDS$254,3310.06%0CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$252,1800.06%0CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$251,4080.06%0CommonSOLE
33740U711GSEPFIRST TR EXCHNG TRADED FD VI$250,1690.06%0CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$249,9860.06%0CommonSOLE
56585A102MPCMARATHON PETE CORP$249,1940.06%0CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$243,2290.06%0CommonSOLE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$243,2000.06%0CommonSOLE
33740U208FJULFIRST TR EXCHNG TRADED FD VI$240,6640.06%0CommonSOLE
464287630IWNISHARES TR$235,1010.05%0CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$234,8840.05%0CommonSOLE
500767306KWEBKRANESHARES TRUST$233,9860.05%0CommonSOLE
31428X106FDXFEDEX CORP$228,5470.05%0CommonSOLE
09258G104BSTBLACKROCK SCIENCE & TECHNOLO$226,3270.05%0CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$223,4370.05%0CommonSOLE
46429B663HDVISHARES TR$221,6030.05%0CommonSOLE
97717X669DGRWWISDOMTREE TR$219,6080.05%0CommonSOLE
33737K205NXTGFIRST TR EXCHANGE TRADED FD$211,7590.05%0CommonSOLE
670346105NUENUCOR CORP$209,0390.05%0CommonSOLE
97717W315DEMWISDOMTREE TR$207,2210.05%0CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY-$205,9950.05%0CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$205,8470.05%0CommonSOLE
302635206FSKFS KKR CAP CORP$205,7230.05%0CommonSOLE
149123101CATCATERPILLAR INC$200,9530.05%0CommonSOLE
69374H881COWZPACER FDS TR$199,5480.05%0CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$177,0820.04%0CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$175,5030.04%0CommonSOLE
464287234EEMISHARES TR$174,9660.04%0CommonSOLE
381430107GSIEGOLDMAN SACHS ETF TR$174,7740.04%0CommonSOLE
97717Y774DWMFWISDOMTREE TR$170,6460.04%0CommonSOLE
46432F834IXUSISHARES TR$169,8460.04%0CommonSOLE
464289438IWYISHARES TR$168,4400.04%0CommonSOLE
33734X184FXUFIRST TR EXCHANGE TRADED FD$167,3450.04%0CommonSOLE
46137V738PWVINVESCO EXCHANGE TRADED FD T$166,0020.04%0CommonSOLE
500767736IVOLKRANESHARES TRUST$157,4160.04%0CommonSOLE
345370860FFORD MTR CO DEL$156,1340.04%0CommonSOLE
464287168DVYISHARES TR$144,3190.03%0CommonSOLE
464288513HYGISHARES TR$141,7830.03%0CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$141,7340.03%0CommonSOLE
47103U209JSMDJANUS DETROIT STR TR$140,7950.03%0CommonSOLE
464288687PFFISHARES TR$131,1540.03%0CommonSOLE
464288646IGSBISHARES TR$126,1020.03%0CommonSOLE
88634T774NVDYTIDAL TR II$122,2560.03%0CommonSOLE
464289867AORISHARES TR$115,6810.03%0CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$110,4700.03%0CommonSOLE
H8817H100RIGTRANSOCEAN LTD$109,9670.03%0CommonSOLE
33737J182FEMFIRST TR EXCH TRD ALPHDX FD$109,8240.03%0CommonSOLE
33740U802DAPRFIRST TR EXCHNG TRADED FD VI$105,9830.02%0CommonSOLE
464288570DSIISHARES TR$103,8500.02%0CommonSOLE
464287473IWSISHARES TR$103,0760.02%0CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$102,4700.02%0CommonSOLE
464288208IMCBISHARES TR$99,7440.02%0CommonSOLE
922908751VBVANGUARD INDEX FDS$95,7340.02%0CommonSOLE
92189F106GDXVANECK ETF TRUST$95,7130.02%0CommonSOLE
46434V407SHYGISHARES TR$94,7390.02%0CommonSOLE
78468R622JNKSPDR SER TR$86,7280.02%0CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$86,0130.02%0CommonSOLE
97717Y527USFRWISDOMTREE TR$79,0290.02%0CommonSOLE
464288877EFVISHARES TR$78,8150.02%0CommonSOLE
97717W588EPSWISDOMTREE TR$77,5770.02%0CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$77,4900.02%0CommonSOLE
33738R688FIDFIRST TR EXCHANGE-TRADED FD$75,9900.02%0CommonSOLE
316092501FNCLFIDELITY COVINGTON TRUST$73,9110.02%0CommonSOLE
316092865FUTYFIDELITY COVINGTON TRUST$73,8490.02%0CommonSOLE
88634T840AMZYTIDAL TR II$73,7620.02%0CommonSOLE
92189F643MOATVANECK ETF TRUST$73,1810.02%0CommonSOLE
78468R556XOPSPDR SER TR$72,7350.02%0CommonSOLE
922908553VNQVANGUARD INDEX FDS$70,5120.02%0CommonSOLE
464288307IMCGISHARES TR$69,3760.02%0CommonSOLE
78464A755XMESPDR SER TR$69,1650.02%0CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$67,0570.02%0CommonSOLE
922908363VOOVANGUARD INDEX FDS$66,5170.02%0CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$64,8700.02%0CommonSOLE
922908512VOEVANGUARD INDEX FDS$64,8030.02%0CommonSOLE
88634T790GOOYTIDAL TR II$64,0650.01%0CommonSOLE
46429B598INDAISHARES TR$63,1990.01%0CommonSOLE
88634T857APLYTIDAL TR II$61,8560.01%0CommonSOLE
78464A870XBISPDR SER TR$61,7470.01%0CommonSOLE
92189F700MOOVANECK ETF TRUST$61,4250.01%0CommonSOLE
78464A839MDYVSPDR SER TR$60,8090.01%0CommonSOLE
92189F676SMHVANECK ETF TRUST$60,4820.01%0CommonSOLE
37954Y384BUGGLOBAL X FDS$60,1750.01%0CommonSOLE
33734X176FXLFIRST TR EXCHANGE TRADED FD$58,3550.01%0CommonSOLE
464287663IUSVISHARES TR$58,0780.01%0CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$57,0660.01%0CommonSOLE
33738R100MDIVFIRST TR EXCHANGE-TRADED FD$55,8880.01%0CommonSOLE
464287432TLTISHARES TR$55,2750.01%0CommonSOLE
92204A207VDCVANGUARD WORLD FD$53,6100.01%0CommonSOLE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$52,6940.01%0CommonSOLE
464287671IUSGISHARES TR$52,1390.01%0CommonSOLE
464287523SOXXISHARES TR$51,7920.01%0CommonSOLE
37954Y855LITGLOBAL X FDS$50,4130.01%0CommonSOLE
74767V109QSQUANTUMSCAPE CORP$50,2330.01%0CommonSOLE
464288679SHVISHARES TR$50,2020.01%0CommonSOLE
92189F437ANGLVANECK ETF TRUST$49,4610.01%0CommonSOLE
464288810IHIISHARES TR$46,4010.01%0CommonSOLE
316092113FELCFIDELITY COVINGTON TRUST$46,2300.01%0CommonSOLE
922908595VBKVANGUARD INDEX FDS$45,0230.01%0CommonSOLE
00162Q676ENFRALPS ETF TR$44,7390.01%0CommonSOLE
46429B697USMVISHARES TR$44,4670.01%0CommonSOLE
46429B689EFAVISHARES TR$44,2480.01%0CommonSOLE
922908538VOTVANGUARD INDEX FDS$43,7060.01%0CommonSOLE
46429B267GOVTISHARES TR$41,9780.01%0CommonSOLE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$40,2420.01%0CommonSOLE
92204A108VCRVANGUARD WORLD FD$39,8830.01%0CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$39,4810.01%0CommonSOLE
92204A702VGTVANGUARD WORLD FD$39,2080.01%0CommonSOLE
78464A284HYMBSPDR SER TR$36,1500.01%0CommonSOLE
464287689IWVISHARES TR$35,4970.01%0CommonSOLE
46434V639HEZUISHARES TR$34,0280.01%0CommonSOLE
464288638IGIBISHARES TR$32,9880.01%0CommonSOLE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$32,6300.01%0CommonSOLE
33740F581QMARFIRST TR EXCHNG TRADED FD VI$32,2050.01%0CommonSOLE
464288372IGFISHARES TR$31,8670.01%0CommonSOLE
316092303FSTAFIDELITY COVINGTON TRUST$31,5760.01%0CommonSOLE
464288224ICLNISHARES TR$31,5320.01%0CommonSOLE
464289883AOKISHARES TR$31,4350.01%0CommonSOLE
78468R101SPTSSPDR SER TR$31,3960.01%0CommonSOLE
97717W562EESWISDOMTREE TR$30,7760.01%0CommonSOLE
464289859AOAISHARES TR$29,9120.01%0CommonSOLE
464287580IYCISHARES TR$29,9110.01%0CommonSOLE
46138E172PSCCINVESCO EXCH TRADED FD TR II$29,6540.01%0CommonSOLE
33740F516GJANFIRST TR EXCHNG TRADED FD VI$29,5140.01%0CommonSOLE
92204A603VISVANGUARD WORLD FD$29,3720.01%0CommonSOLE
464287887IJTISHARES TR$28,7800.01%0CommonSOLE
464287648IWOISHARES TR$28,7710.01%0CommonSOLE
46137V704PYZINVESCO EXCHANGE TRADED FD T$27,3200.01%0CommonSOLE
78468R853SPSMSPDR SER TR$26,5790.01%0CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$25,7620.01%0CommonSOLE
46138E198XMLVINVESCO EXCH TRADED FD TR II$24,7090.01%0CommonSOLE
78468R655CNRGSPDR SER TR$24,1360.01%0CommonSOLE
316092170FBOTFIDELITY COVINGTON TRUST$22,4330.01%0CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$22,3870.01%0CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$21,4970.01%0CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$21,2660.00%0CommonSOLE
464287242LQDISHARES TR$21,1030.00%0CommonSOLE
464287176TIPISHARES TR$20,9690.00%0CommonSOLE
97717Y543WTAIWISDOMTREE TR$20,8920.00%0CommonSOLE
464287846IYYISHARES TR$20,4560.00%0CommonSOLE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$20,4060.00%0CommonSOLE
464288661IEIISHARES TR$20,3230.00%0CommonSOLE
92204A884VOXVANGUARD WORLD FD$19,9010.00%0CommonSOLE
76680V108REIRING ENERGY INC$19,5230.00%0CommonSOLE
808524649SCMBSCHWAB STRATEGIC TR$19,2750.00%0CommonSOLE
46138E628KBWBINVESCO EXCH TRADED FD TR II$18,9930.00%0CommonSOLE
37954Y475XYLDGLOBAL X FDS$18,5980.00%0CommonSOLE
46641Q209JPINJ P MORGAN EXCHANGE TRADED F$18,3390.00%0CommonSOLE
464287721IYWISHARES TR$17,9100.00%0CommonSOLE
46138E784PCYINVESCO EXCH TRADED FD TR II$16,8900.00%0CommonSOLE
464287762IYHISHARES TR$16,8490.00%0CommonSOLE
464288885EFGISHARES TR$16,5730.00%0CommonSOLE
46137V134PBWINVESCO EXCHANGE TRADED FD T$16,2010.00%0CommonSOLE
46432F396MTUMISHARES TR$15,0050.00%0CommonSOLE
464288695MXIISHARES TR$14,8620.00%0CommonSOLE
33738R860FTXOFIRST TR EXCHANGE-TRADED FD$14,4500.00%0CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$13,3020.00%0CommonSOLE
33734X150FXRFIRST TR EXCHANGE TRADED FD$12,8340.00%0CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$12,6210.00%0CommonSOLE
33734X135FXOFIRST TR EXCHANGE TRADED FD$12,0060.00%0CommonSOLE
464287754IYJISHARES TR$11,9440.00%0CommonSOLE
92204A876VPUVANGUARD WORLD FD$11,8340.00%0CommonSOLE
464288174WOODISHARES TR$11,7560.00%0CommonSOLE
69374H857CALFPACER FDS TR$10,8900.00%0CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$10,7110.00%0CommonSOLE
78468R408SJNKSPDR SER TR$10,5870.00%0CommonSOLE
92204A405VFHVANGUARD WORLD FD$10,2880.00%0CommonSOLE
97717W570EZMWISDOMTREE TR$10,0550.00%0CommonSOLE
46138E545CUTINVESCO EXCH TRADED FD TR II$9,8000.00%0CommonSOLE
464287739IYRISHARES TR$9,6510.00%0CommonSOLE
464288281EMBISHARES TR$9,4670.00%0CommonSOLE
464289511IGLBISHARES TR$9,2980.00%0CommonSOLE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$9,2840.00%0CommonSOLE
464287325IXJISHARES TR$9,2840.00%0CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$9,1160.00%0CommonSOLE
78464A854SPYMSPDR SER TR$9,0240.00%0CommonSOLE
464288620USIGISHARES TR$8,5860.00%0CommonSOLE
464287440IEFISHARES TR$7,9600.00%0CommonSOLE
78464A607RWRSPDR SER TR$7,4480.00%0CommonSOLE
922908637VVVANGUARD INDEX FDS$6,9890.00%0CommonSOLE
464288836IHEISHARES TR$6,9640.00%0CommonSOLE
464288158SUBISHARES TR$6,3780.00%0CommonSOLE
464287390ILFISHARES TR$6,3590.00%0CommonSOLE
464287606IJKISHARES TR$6,3440.00%0CommonSOLE
464288240ACWXISHARES TR$6,2160.00%0CommonSOLE
46138E727PXHINVESCO EXCH TRADED FD TR II$5,7510.00%0CommonSOLE
46434V514CNYAISHARES TR$5,6990.00%0CommonSOLE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$5,6910.00%0CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$5,6470.00%0CommonSOLE
464287879IJSISHARES TR$4,8640.00%0CommonSOLE
78464A573XHSSPDR SER TR$4,8010.00%0CommonSOLE
97717X131IQDGWISDOMTREE TR$4,6360.00%0CommonSOLE
78464A375SPIBSPDR SER TR$4,5990.00%0CommonSOLE
464288588MBBISHARES TR$3,8520.00%0CommonSOLE
97717W760DLSWISDOMTREE TR$3,7430.00%0CommonSOLE
464287226AGGISHARES TR$3,6890.00%0CommonSOLE
316092204FDISFIDELITY COVINGTON TRUST$3,5640.00%0CommonSOLE
92189F536MLNVANECK ETF TRUST$3,4470.00%0CommonSOLE
500767645KVLEKRANESHARES TRUST$3,2800.00%0CommonSOLE
78464A128VLUSPDR SER TR$3,0980.00%0CommonSOLE
46138E388XRLVINVESCO EXCH TRADED FD TR II$3,0140.00%0CommonSOLE
464287812IYKISHARES TR$2,9590.00%0CommonSOLE
464287184FXIISHARES TR$2,8850.00%0CommonSOLE
78464A805SPTMSPDR SER TR$2,7200.00%0CommonSOLE
464288273SCZISHARES TR$2,6510.00%0CommonSOLE
46137V290RSPRINVESCO EXCHANGE TRADED FD T$2,1930.00%0CommonSOLE
922908611VBRVANGUARD INDEX FDS$2,1900.00%0CommonSOLE
464287861IEVISHARES TR$2,0810.00%0CommonSOLE
46434V100SLQDISHARES TR$1,8220.00%0CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$1,6670.00%0CommonSOLE
316092857FRELFIDELITY COVINGTON TRUST$9410.00%0CommonSOLE
46138E594KBWYINVESCO EXCH TRADED FD TR II$7670.00%0CommonSOLE
97717X511AGGYWISDOMTREE TR$6870.00%0CommonSOLE
78464A649SPABSPDR SER TR$6520.00%0CommonSOLE
33738R811FTXLFIRST TR EXCHANGE-TRADED FD$5990.00%0CommonSOLE
46434V647REETISHARES TR$5150.00%0CommonSOLE
316092220FDRVFIDELITY COVINGTON TRUST$4420.00%0CommonSOLE
97717X578XSOEWISDOMTREE TR$3060.00%0CommonSOLE
97717Y808SHAGWISDOMTREE TR$2350.00%0CommonSOLE
97717W604DESWISDOMTREE TR$930.00%0CommonSOLE

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.