MondegarAI
Aptus Capital Advisors, LLC

Q1 2025 · 13F-HR

Aptus Capital Advisors, LLCholdings as filed

Filed 2025-05-13 · accession 0001398344-25-009294

$9.72B
Reported value
1,436
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1436

CUSIPTickerIssuerValue% port.SharesClassVoting
26922A222ACIOETF SER SOLUTIONS$495.7M5.10%12,813,316CommonNONE
464288513HYGISHARES TR$394.4M4.06%5,000,000PUTSOLE
26922A388DRSKETF SER SOLUTIONS$322.0M3.31%11,806,997CommonNONE
037833100AAPLAPPLE INC$236.1M2.43%1,062,928CommonSOLE
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67066G104NVDANVIDIA CORPORATION$177.1M1.82%1,633,731CommonSOLE
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26922B642JUCYETF SER SOLUTIONS$150.0M1.54%6,569,671CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$145.7M1.50%2,000,000CALLSOLE
35671D857FCXFREEPORT-MCMORAN INC$132.5M1.36%3,500,000CALLSOLE
595112103MUMICRON TECHNOLOGY INC$130.3M1.34%1,500,000CALLSOLE
26922B709IDUBETF SER SOLUTIONS$124.5M1.28%5,968,887CommonNONE
46436E486IBDWISHARES TR$124.0M1.28%5,976,439CommonSOLE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$123.8M1.27%7,593,491CommonSOLE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$123.7M1.27%7,453,803CommonSOLE
023135106AMZNAMAZON COM INC$122.8M1.26%645,609CommonSOLE
26922A784ADMEETF SER SOLUTIONS$115.0M1.18%2,590,020CommonNONE
46436E205IBDUISHARES TR$109.3M1.13%4,726,525CommonSOLE
46436E726IBDVISHARES TR$106.1M1.09%4,883,958CommonSOLE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$105.9M1.09%5,198,649CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$101.3M1.04%1,992,046CommonNONE
46436E312IBDXISHARES TR$100.1M1.03%4,004,435CommonSOLE
26922B535DUBSETF SER SOLUTIONS$98.8M1.02%3,198,739CommonNONE
78464A854SPYMSPDR SER TR$91.1M0.94%1,385,281CommonSOLE
88160R101TSLATESLA INC$90.7M0.93%350,000CALLSOLE
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30303M102METAMETA PLATFORMS INC$75.9M0.78%131,735CommonSOLE
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46625H100JPMJPMORGAN CHASE & CO.$74.1M0.76%302,096CommonSOLE
92826C839VVISA INC$70.2M0.72%200,316CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$65.6M0.68%2,346,090CommonSOLE
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46435UAA9IBDSISHARES TR$58.6M0.60%2,425,277CommonSOLE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$56.5M0.58%3,049,470CommonSOLE
743315103PGRPROGRESSIVE CORP$56.3M0.58%199,103CommonSOLE
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808524201SCHXSCHWAB STRATEGIC TR$54.2M0.56%2,456,151CommonNONE
931142103WMTWALMART INC$53.8M0.55%612,569CommonSOLE
11135F101AVGOBROADCOM INC$52.4M0.54%312,816CommonSOLE
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316188309FBNDFIDELITY MERRIMACK STR TR$50.1M0.52%1,097,269CommonSOLE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$48.8M0.50%1,642,939CommonNONE
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922042858VWOVANGUARD INTL EQUITY INDEX F$46.3M0.48%1,022,121CommonSOLE
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88160R101TSLATESLA INC$44.7M0.46%172,391CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$44.2M0.45%1,239,715CommonNONE
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808524102SCHBSCHWAB STRATEGIC TR$44.1M0.45%2,047,607CommonSOLE
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742718109PGPROCTER AND GAMBLE CO$41.2M0.42%241,826CommonSOLE
46429B267GOVTISHARES TR$41.1M0.42%1,787,073CommonSOLE
532457108LLYELI LILLY & CO$40.4M0.42%48,867CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$38.4M0.39%1,885,496CommonSOLE
863667101SYKSTRYKER CORPORATION$37.6M0.39%100,987CommonSOLE
381430438GSEWGOLDMAN SACHS ETF TR$37.1M0.38%488,166CommonNONE
149123101CATCATERPILLAR INC$35.7M0.37%108,134CommonSOLE
02079K305GOOGLALPHABET INC$33.8M0.35%218,488CommonSOLE
64110L106NFLXNETFLIX INC$33.0M0.34%35,379CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$32.5M0.33%411,946CommonSOLE
713448108PEPPEPSICO INC$32.0M0.33%213,677CommonSOLE
G54950103LINLINDE PLC$31.8M0.33%68,228CommonSOLE
46090E103QQQINVESCO QQQ TR$31.7M0.33%67,696CommonSOLE
842587107SOSOUTHERN CO$30.6M0.32%333,193CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$30.4M0.31%518,933CommonNONE
46432F834IXUSISHARES TR$30.2M0.31%432,597CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$29.9M0.31%523,367CommonSOLE
060505104BACBANK AMERICA CORP$29.5M0.30%706,563CommonSOLE
81762P102NOWSERVICENOW INC$29.3M0.30%36,855CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$28.9M0.30%30,606CommonSOLE
78464A409SPYGSPDR SER TR$28.3M0.29%352,199CommonSOLE
548661107LOWLOWES COS INC$27.8M0.29%119,310CommonSOLE
16359R103CHECHEMED CORP NEW$27.7M0.29%45,046CommonSOLE
580135101MCDMCDONALDS CORP$27.7M0.29%88,658CommonSOLE
09290D101BLKBLACKROCK INC$26.9M0.28%28,445CommonSOLE
46432F339QUALISHARES TR$26.6M0.27%155,419CommonSOLE
478160104JNJJOHNSON & JOHNSON$26.0M0.27%156,506CommonSOLE
00287Y109ABBVABBVIE INC$25.8M0.27%123,274CommonSOLE
617446448MSMORGAN STANLEY$25.8M0.27%220,964CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$25.0M0.26%102,919CommonSOLE
872590104TMUST-MOBILE US INC$24.8M0.26%92,909CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$24.7M0.25%679,267CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$24.6M0.25%789,001CommonNONE
464287200IVVISHARES TR$24.6M0.25%43,737CommonNONE
09661T602BKAGBNY MELLON ETF TRUST$24.5M0.25%580,574CommonSOLE
337738108FISVFISERV INC$24.1M0.25%109,271CommonSOLE
438516106HONHONEYWELL INTL INC$23.8M0.25%112,572CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$23.6M0.24%47,608CommonSOLE
907818108UNPUNION PAC CORP$22.5M0.23%95,110CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$22.1M0.23%470,189CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$22.0M0.23%43,022CommonSOLE
235851102DHRDANAHER CORPORATION$21.7M0.22%105,903CommonSOLE
29273V100ETENERGY TRANSFER L P$21.6M0.22%1,160,251CommonNONE
002824100ABTABBOTT LABS$21.4M0.22%161,529CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$21.3M0.22%87,296CommonSOLE
46434V613IUSBISHARES TR$21.2M0.22%459,974CommonNONE
571903202MARMARRIOTT INTL INC NEW$20.8M0.21%87,420CommonSOLE
461202103INTUINTUIT$20.4M0.21%33,247CommonSOLE
172908105CTASCINTAS CORP$20.4M0.21%99,276CommonSOLE
464287614IWFISHARES TR$20.0M0.21%55,429CommonSOLE
872540109TJXTJX COS INC NEW$19.9M0.20%163,300CommonSOLE
038222105AMATAPPLIED MATLS INC$19.5M0.20%134,715CommonSOLE
26922B444UPSDETF SER SOLUTIONS$19.4M0.20%837,537CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$19.4M0.20%158,998CommonSOLE
30231G102XOMEXXON MOBIL CORP$19.1M0.20%160,693CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$19.0M0.20%311,859CommonSOLE
46641Q373BBINJ P MORGAN EXCHANGE TRADED F$19.0M0.20%308,864CommonSOLE
036752103ELVELEVANCE HEALTH INC$19.0M0.20%43,665CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$18.8M0.19%376,598CommonSOLE
032654105ADIANALOG DEVICES INC$18.4M0.19%91,309CommonSOLE
244199105DEDEERE & CO$18.3M0.19%38,983CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$18.3M0.19%41,734CommonSOLE
65339F101NEENEXTERA ENERGY INC$18.1M0.19%255,695CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$17.8M0.18%71,632CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$17.3M0.18%108,235CommonSOLE
74340W103PLDPROLOGIS INC.$17.1M0.18%152,660CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$16.5M0.17%95,471CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$16.4M0.17%438,810CommonSOLE
46434V456IQLTISHARES TR$16.3M0.17%410,337CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$16.3M0.17%168,828CommonSOLE
464288414MUBISHARES TR$16.2M0.17%153,261CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$16.1M0.17%45,687CommonSOLE
217204106CPRTCOPART INC$15.5M0.16%273,481CommonNONE
97717Y527USFRWISDOMTREE TR$15.4M0.16%306,611CommonNONE
02209S103MOALTRIA GROUP INC$15.3M0.16%254,535CommonSOLE
78468R663BILSPDR SER TR$15.2M0.16%165,671CommonNONE
579780206MKCMCCORMICK & CO INC$15.2M0.16%184,462CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$15.1M0.16%25,558CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$15.1M0.16%69,231CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$15.0M0.15%77,295CommonSOLE
172967424CCITIGROUP INC$14.9M0.15%210,577CommonSOLE
031162100AMGNAMGEN INC$14.8M0.15%47,600CommonSOLE
147528103CASYCASEYS GEN STORES INC$14.7M0.15%33,797CommonSOLE
46434G103IEMGISHARES INC$14.7M0.15%271,755CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$14.7M0.15%46,949CommonSOLE
26875P101EOGEOG RES INC$14.1M0.15%109,928CommonSOLE
437076102HDHOME DEPOT INC$14.0M0.14%38,181CommonSOLE
745867101PHMPULTE GROUP INC$13.8M0.14%134,627CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$13.6M0.14%406,520CommonNONE
927959106VNOMUSDVIPER ENERGY INC$13.4M0.14%297,171CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$13.2M0.14%37,927CommonSOLE
79466L302CRMSALESFORCE INC$13.1M0.13%48,821CommonSOLE
29358P101ENSGENSIGN GROUP INC$13.0M0.13%100,690CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$12.9M0.13%99,830CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$12.6M0.13%75,650CommonSOLE
464287150ITOTISHARES TR$12.6M0.13%103,165CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$12.5M0.13%171,344CommonSOLE
74762E102QUREQUANTA SVCS INC$12.4M0.13%48,699CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$12.4M0.13%21,250CommonSOLE
410867105THGHANOVER INS GROUP INC$12.3M0.13%70,832CommonSOLE
369604301GEGE AEROSPACE$12.3M0.13%61,317CommonSOLE
464288885EFGISHARES TR$12.2M0.13%121,718CommonNONE
747525103QCOMQUALCOMM INC$12.2M0.13%79,221CommonSOLE
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92532F100VRTXVERTEX PHARMACEUTICALS INC$11.8M0.12%24,240CommonSOLE
G29183103ETNEATON CORP PLC$11.7M0.12%42,965CommonSOLE
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464287598IWDISHARES TR$11.4M0.12%60,634CommonSOLE
464287804IJRISHARES TR$11.4M0.12%108,775CommonSOLE
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68389X105ORCLORACLE CORP$11.3M0.12%81,093CommonSOLE
33733E856IGLDFIRST TR EXCHANGE-TRADED FD$11.3M0.12%537,853CommonSOLE
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48282T104KAIKADANT INC$10.9M0.11%32,442CommonSOLE
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861025104SYBTSTOCK YDS BANCORP INC$10.2M0.11%147,768CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$10.1M0.10%99,828CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$10.0M0.10%32,871CommonSOLE
690742101OCOWENS CORNING NEW$10.0M0.10%69,797CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$9.9M0.10%184,823CommonSOLE
09789C861XONEBONDBLOXX ETF TRUST$9.9M0.10%199,075CommonSOLE
231561101CWCURTISS WRIGHT CORP$9.7M0.10%30,542CommonSOLE
199908104FIXCOMFORT SYS USA INC$9.4M0.10%29,263CommonSOLE
69374H881COWZPACER FDS TR$9.4M0.10%171,769CommonSOLE
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29670E107EPRTESSENTIAL PPTYS RLTY TR INC$8.6M0.09%262,964CommonSOLE
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665531307NOGNORTHERN OIL & GAS INC$7.9M0.08%262,016CommonSOLE
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88146M101TRNOTERRENO RLTY CORP$5.4M0.06%85,085CommonSOLE
75513E101RTXRTX CORPORATION$5.4M0.06%40,564CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$5.3M0.05%138,857CommonSOLE
406216101HALHALLIBURTON CO$5.2M0.05%206,405CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$5.2M0.05%90,364CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$5.2M0.05%11,700CommonSOLE
464287119ILCGISHARES TR$5.1M0.05%63,411CommonSOLE
718172109PMPHILIP MORRIS INTL INC$5.1M0.05%32,060CommonSOLE
78464A201SLYGSPDR SER TR$5.0M0.05%60,642CommonSOLE
82983N108SB9SITIO ROYALTIES CORP$5.0M0.05%251,355CommonSOLE
46435G425ESGUISHARES TR$5.0M0.05%40,967CommonSOLE
464287309IVWISHARES TR$5.0M0.05%53,598CommonSOLE
717081103PFEPFIZER INC$5.0M0.05%195,590CommonSOLE
46432F388VLUEISHARES TR$4.9M0.05%46,278CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$4.9M0.05%29,408CommonSOLE
718546104PSXPHILLIPS 66$4.9M0.05%39,321CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$4.8M0.05%141,262CommonNONE
P31076105CPACOPA HOLDINGS SA$4.8M0.05%52,242CommonSOLE
002121101ATENA10 NETWORKS INC$4.8M0.05%294,920CommonSOLE
922908751VBVANGUARD INDEX FDS$4.8M0.05%21,721CommonSOLE
33740F557QJUNFIRST TR EXCHNG TRADED FD VI$4.8M0.05%181,759CommonSOLE
19762B202XCEMCOLUMBIA ETF TR II$4.7M0.05%160,223CommonNONE
433323102HIFSHINGHAM INSTN SVGS MASS$4.7M0.05%19,642CommonSOLE
87612E106TGTTARGET CORP$4.6M0.05%44,552CommonSOLE
98149E303GLDMWORLD GOLD TR$4.6M0.05%74,687CommonSOLE
464288513HYGISHARES TR$4.6M0.05%58,547CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$4.6M0.05%77,580CommonSOLE
G02602103DOXAMDOCS LTD$4.5M0.05%49,403CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$4.5M0.05%53,428CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$4.4M0.05%134,320CommonSOLE
464287655IWMISHARES TR$4.4M0.05%22,112CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$4.4M0.05%83,522CommonSOLE
09661T107BKLCBNY MELLON ETF TRUST$4.4M0.05%41,171CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.3M0.04%8,671CommonSOLE
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$4.2M0.04%42,102CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$4.2M0.04%46,914CommonNONE
45168D104IDXXIDEXX LABS INC$4.2M0.04%9,976CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.2M0.04%49,594CommonSOLE
46432F842IEFAISHARES TR$4.2M0.04%55,006CommonSOLE
464287465EFAISHARES TR$4.1M0.04%50,499CommonSOLE
46435U218SUSLISHARES TR$4.1M0.04%42,520CommonSOLE
53656F623INFLLISTED FD TR$4.0M0.04%99,444CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$4.0M0.04%56,063CommonSOLE
78468R648KOMPSPDR SER TR$4.0M0.04%85,200CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$4.0M0.04%137,938CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.9M0.04%86,518CommonSOLE
369550108GDGENERAL DYNAMICS CORP$3.9M0.04%14,385CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$3.9M0.04%98,929CommonSOLE
00206R102TAT&T INC$3.9M0.04%136,883CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$3.9M0.04%16,301CommonSOLE
46434V266ISCFISHARES TR$3.8M0.04%112,884CommonSOLE
922908629VOVANGUARD INDEX FDS$3.8M0.04%14,542CommonSOLE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$3.7M0.04%74,783CommonSOLE
353514102FELEFRANKLIN ELEC INC$3.7M0.04%38,950CommonSOLE
512807306LRCXLAM RESEARCH CORP$3.6M0.04%49,639CommonSOLE
902973304USBUS BANCORP DEL$3.6M0.04%84,382CommonSOLE
33740U786XDECFIRST TR EXCHNG TRADED FD VI$3.5M0.04%95,228CommonSOLE
464286251CEMBISHARES INC$3.5M0.04%77,056CommonSOLE
816851109SRESEMPRA$3.5M0.04%48,359CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$3.4M0.03%77,456CommonNONE
892356106TSCOTRACTOR SUPPLY CO$3.4M0.03%61,458CommonNONE
075887109BDXBECTON DICKINSON & CO$3.4M0.03%14,651CommonSOLE
464287861IEVISHARES TR$3.3M0.03%57,229CommonSOLE
78464A805SPTMSPDR SER TR$3.3M0.03%48,760CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.3M0.03%48,862CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$3.3M0.03%167,442CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$3.3M0.03%37,411CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$3.3M0.03%78,934CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$3.2M0.03%74,940CommonNONE
94106L109WMWASTE MGMT INC DEL$3.1M0.03%13,494CommonSOLE
855244109SBUXSTARBUCKS CORP$3.1M0.03%31,674CommonSOLE
922908512VOEVANGUARD INDEX FDS$3.1M0.03%19,339CommonSOLE
31428X106FDXFEDEX CORP$3.1M0.03%12,579CommonSOLE
58155Q103MCKMCKESSON CORP$3.0M0.03%4,455CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.0M0.03%14,312CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$3.0M0.03%82,086CommonNONE
46138E263CGWINVESCO EXCH TRADED FD TR II$2.9M0.03%52,730CommonSOLE
78464A300SLYVSPDR SER TR$2.9M0.03%37,406CommonSOLE
20825C104COPCONOCOPHILLIPS$2.9M0.03%27,891CommonSOLE
001055102AFLAFLAC INC$2.9M0.03%26,282CommonSOLE
464287440IEFISHARES TR$2.9M0.03%30,336CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$2.9M0.03%122,624CommonSOLE
00214Q401ARKWARK ETF TR$2.9M0.03%30,205CommonSOLE
46435G516ESGDISHARES TR$2.9M0.03%34,931CommonSOLE
98389B100XELXCEL ENERGY INC$2.8M0.03%40,199CommonSOLE
922908744VTVVANGUARD INDEX FDS$2.8M0.03%16,396CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.8M0.03%10,495CommonSOLE
92204A702VGTVANGUARD WORLD FD$2.8M0.03%5,089CommonNONE
803054204SAPSAP SE$2.8M0.03%10,261CommonSOLE
78409V104SPGIS&P GLOBAL INC$2.7M0.03%5,392CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.7M0.03%30,363CommonSOLE
565788106MARAMARA HOLDINGS INC$2.7M0.03%231,115CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.6M0.03%69,703CommonSOLE
231021106CMICUMMINS INC$2.6M0.03%8,295CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.6M0.03%18,158CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$2.6M0.03%185,506CommonSOLE
33740U406DDECFIRST TR EXCHNG TRADED FD VI$2.6M0.03%65,300CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$2.6M0.03%85,446CommonSOLE
67576A100OCULOCULAR THERAPEUTIX INC$2.5M0.03%346,098CommonSOLE
423452101HPHELMERICH & PAYNE INC$2.5M0.03%96,354CommonSOLE
904767704UNILEVER PLC$2.5M0.03%42,158CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$2.5M0.03%95,628CommonSOLE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$2.5M0.03%22,185CommonSOLE
882508104TXNTEXAS INSTRS INC$2.4M0.02%13,319CommonSOLE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$2.4M0.02%166,110CommonNONE
921910873MGCVANGUARD WORLD FD$2.3M0.02%11,625CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$2.3M0.02%27,593CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.3M0.02%31,566CommonSOLE
464287226AGGISHARES TR$2.3M0.02%22,847CommonSOLE
464288588MBBISHARES TR$2.2M0.02%23,966CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$2.2M0.02%54,385CommonSOLE
78464A847SPMDSPDR SER TR$2.2M0.02%43,740CommonSOLE
464288661IEIISHARES TR$2.2M0.02%18,718CommonSOLE
922908637VVVANGUARD INDEX FDS$2.2M0.02%8,553CommonSOLE
98978V103ZTSZOETIS INC$2.2M0.02%13,062CommonSOLE
46436E718SGOVISHARES TR$2.1M0.02%21,197CommonSOLE
49435R102KRPKIMBELL RTY PARTNERS LP$2.1M0.02%152,001CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$2.1M0.02%23,236CommonSOLE
46138J528INVESCO EXCH TRD SLF IDX FD$2.1M0.02%86,756CommonSOLE
464288273SCZISHARES TR$2.1M0.02%33,428CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.1M0.02%18,675CommonSOLE
464287408IVEISHARES TR$2.1M0.02%10,970CommonSOLE
704326107PAYXPAYCHEX INC$2.1M0.02%13,542CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.1M0.02%21,986CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$2.1M0.02%61,671CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$2.1M0.02%6,077CommonSOLE
808524722SCHKSCHWAB STRATEGIC TR$2.0M0.02%75,700CommonNONE
452308109ITWILLINOIS TOOL WKS INC$2.0M0.02%8,181CommonSOLE
053332102AZOAUTOZONE INC$2.0M0.02%532CommonSOLE
291011104EMREMERSON ELEC CO$2.0M0.02%18,425CommonSOLE
46435G524IGROISHARES TR$2.0M0.02%27,702CommonSOLE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$2.0M0.02%96,093CommonNONE
594972408MSTRMICROSTRATEGY INC$2.0M0.02%6,852CommonSOLE
H1467J104CBCHUBB LIMITED$2.0M0.02%6,516CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$2.0M0.02%37,680CommonSOLE
67092P201NULGNUSHARES ETF TR$1.9M0.02%24,314CommonSOLE
233051150USSGDBX ETF TR$1.9M0.02%37,611CommonSOLE
78468R788SPYDSPDR SER TR$1.9M0.02%42,539CommonNONE
142339100CSLCARLISLE COS INC$1.9M0.02%5,486CommonSOLE
370334104GISGENERAL MLS INC$1.9M0.02%30,969CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$1.8M0.02%94,956CommonNONE
09789C853XTWOBONDBLOXX ETF TRUST$1.8M0.02%37,137CommonSOLE
78464A839MDYVSPDR SER TR$1.8M0.02%23,813CommonSOLE
66987V109NVSNOVARTIS AG$1.8M0.02%16,398CommonSOLE
78468R853SPSMSPDR SER TR$1.8M0.02%44,207CommonSOLE
37959E102GLGLOBE LIFE INC$1.8M0.02%13,651CommonNONE
464287689IWVISHARES TR$1.8M0.02%5,658CommonNONE
00724F101ADBEADOBE INC$1.8M0.02%4,631CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.8M0.02%7,323CommonSOLE
920253101VMIVALMONT INDS INC$1.8M0.02%6,202CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$1.8M0.02%71,680CommonSOLE
92189F643MOATVANECK ETF TRUST$1.7M0.02%19,659CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.7M0.02%8,359CommonSOLE
38748G101BARGRANITESHARES GOLD TR$1.7M0.02%55,955CommonSOLE
929160109VMCVULCAN MATLS CO$1.7M0.02%7,372CommonSOLE
78464A763SDYSPDR SER TR$1.7M0.02%12,657CommonSOLE
464288570DSIISHARES TR$1.7M0.02%16,230CommonSOLE
78433H303SPYINEOS ETF TRUST$1.6M0.02%34,438CommonSOLE
04010L103ARCCARES CAPITAL CORP$1.6M0.02%73,991CommonSOLE
N07059210ASMLASML HOLDING N V$1.6M0.02%2,455CommonSOLE
74348A467NOBLPROSHARES TR$1.6M0.02%15,878CommonNONE
21924B302CLMCORNERSTONE STRATEGIC INVEST$1.6M0.02%215,052CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.6M0.02%4,705CommonSOLE
922908595VBKVANGUARD INDEX FDS$1.6M0.02%6,290CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.6M0.02%5,919CommonNONE
243537107DECKDECKERS OUTDOOR CORP$1.6M0.02%13,997CommonSOLE
819047101SHAKSHAKE SHACK INC$1.5M0.02%17,388CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$1.5M0.02%77,797CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.5M0.02%30,320CommonSOLE
464287473IWSISHARES TR$1.5M0.02%12,021CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.5M0.02%10,356CommonSOLE
654106103NKENIKE INC$1.5M0.02%23,676CommonSOLE
09290C509LCTUBLACKROCK ETF TRUST$1.5M0.02%24,534CommonSOLE
969457100WMBWILLIAMS COS INC$1.5M0.02%24,840CommonSOLE
56585A102MPCMARATHON PETE CORP$1.5M0.02%10,176CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$1.5M0.02%68,092CommonSOLE
12572Q105CMECME GROUP INC$1.5M0.02%5,575CommonSOLE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$1.5M0.02%62,148CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1.5M0.02%32,093CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.5M0.02%13,306CommonSOLE
464287432TLTISHARES TR$1.5M0.01%16,002CommonSOLE
126408103CSXCSX CORP$1.4M0.01%48,825CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$1.4M0.01%28,484CommonSOLE
464288158SUBISHARES TR$1.4M0.01%13,234CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$1.4M0.01%50,535CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$1.4M0.01%12,718CommonSOLE
72201R833MINTPIMCO ETF TR$1.4M0.01%13,637CommonSOLE
78464A284HYMBSPDR SER TR$1.4M0.01%54,095CommonSOLE
464288802SUSAISHARES TR$1.4M0.01%11,817CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$1.3M0.01%55,717CommonNONE
46138J510BSMQINVESCO EXCH TRD SLF IDX FD$1.3M0.01%56,272CommonSOLE
G38644103GCTGIGACLOUD TECHNOLOGY INC$1.3M0.01%91,946CommonSOLE
871829107SYYSYSCO CORP$1.3M0.01%17,207CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.3M0.01%31,279CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.3M0.01%278CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.3M0.01%7,455CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.3M0.01%14,585CommonSOLE
032095101APHAMPHENOL CORP NEW$1.3M0.01%19,306CommonSOLE
097023105BABOEING CO$1.3M0.01%7,412CommonNONE
902494103TSNTYSON FOODS INC$1.3M0.01%19,796CommonSOLE
09260D107BXBLACKSTONE INC$1.3M0.01%9,011CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.3M0.01%21,396CommonSOLE
464287168DVYISHARES TR$1.2M0.01%9,249CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.2M0.01%18,827CommonSOLE
482480100KLACKLA CORP$1.2M0.01%1,790CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$1.2M0.01%50,381CommonSOLE
50208A102XSCDXLMP CAP & INCOME FD INC$1.2M0.01%75,600CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.2M0.01%42,173CommonSOLE
78464A664SPTLSPDR SER TR$1.2M0.01%43,711CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.2M0.01%898CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.2M0.01%5,142CommonSOLE
464287721IYWISHARES TR$1.2M0.01%8,462CommonSOLE
458140100INTCINTEL CORP$1.2M0.01%52,272CommonSOLE
35953D104FUBOGBPFUBOTV INC$1.2M0.01%403,424CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.2M0.01%8,838CommonSOLE
115236101BROBROWN & BROWN INC$1.2M0.01%9,318CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.2M0.01%23,741CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.2M0.01%14,768CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.1M0.01%11,382CommonSOLE
36828A101GEVGE VERNOVA INC$1.1M0.01%3,742CommonSOLE
26922A289UFOXETF SER SOLUTIONS$1.1M0.01%26,777CommonNONE
189054109CLXCLOROX CO DEL$1.1M0.01%7,721CommonSOLE
464287341IXCISHARES TR$1.1M0.01%26,869CommonNONE
33740U760BUFTFIRST TR EXCHNG TRADED FD VI$1.1M0.01%50,180CommonSOLE
46434V878ICSHISHARES TR$1.1M0.01%21,964CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$1.1M0.01%22,821CommonSOLE
25746U109DDOMINION ENERGY INC$1.1M0.01%19,393CommonSOLE
29364G103ETRENTERGY CORP NEW$1.1M0.01%12,596CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.1M0.01%2,243CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.1M0.01%3,079CommonSOLE
82509L107SHOPSHOPIFY INC$1.1M0.01%11,016CommonNONE
34959E109FTNTFORTINET INC$1.0M0.01%10,894CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.0M0.01%2,824CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.0M0.01%5,792CommonSOLE

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.