MondegarAI
Baker Avenue Asset Management, LP

Q3 2024 · 13F-HR

Baker Avenue Asset Management, LPholdings as filed

Filed 2024-11-04 · accession 0001432529-24-000007

$3.16B
Reported value
425
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
829073105SSDSIMPSON MFG INC$255.9M8.11%1,337,753CommonNONE
037833100AAPLAPPLE INC$121.3M3.84%520,668CommonSOLE
594918104MSFTMICROSOFT CORP$114.1M3.61%265,059CommonSOLE
922908751VBVANGUARD INDEX FDS$89.0M2.82%375,404CommonNONE
46432F339QUALISHARES TR$83.1M2.63%463,644CommonNONE
464287226AGGISHARES TR$80.9M2.57%799,314CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$80.8M2.56%1,075,363CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$80.4M2.55%1,861,887CommonSOLE
67066G104NVDANVIDIA CORPORATION$78.2M2.48%644,306CommonSOLE
464287614IWFISHARES TR$72.8M2.31%193,979CommonNONE
78464A649SPABSPDR SER TR$70.6M2.24%2,699,261CommonSOLE
464287200IVVISHARES TR$62.9M1.99%109,014CommonSOLE
46090E103QQQINVESCO QQQ TR$62.9M1.99%128,802CommonNONE
023135106AMZNAMAZON COM INC$54.6M1.73%292,843CommonSOLE
922908769VTIVANGUARD INDEX FDS$49.9M1.58%176,298CommonSOLE
285512109EAELECTRONIC ARTS INC$47.9M1.52%333,994CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$46.6M1.48%220,950CommonSOLE
922908637VVVANGUARD INDEX FDS$46.6M1.48%176,942CommonNONE
464288885EFGISHARES TR$46.5M1.47%432,129CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$43.2M1.37%635,973CommonNONE
464287408IVEISHARES TR$41.0M1.30%207,985CommonNONE
02079K305GOOGLALPHABET INC$35.3M1.12%213,098CommonSOLE
701094104PHPARKER-HANNIFIN CORP$32.9M1.04%52,003CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$30.9M0.98%646,675CommonNONE
68389X105ORCLORACLE CORP$29.1M0.92%170,623CommonSOLE
464288273SCZISHARES TR$29.1M0.92%429,393CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$26.8M0.85%474,507CommonNONE
H11356104BGBUNGE GLOBAL SA$26.8M0.85%277,228CommonSOLE
00287Y109ABBVABBVIE INC$21.8M0.69%110,164CommonSOLE
038222105AMATAPPLIED MATLS INC$21.4M0.68%105,880CommonSOLE
806857108SLBSCHLUMBERGER LTD$20.8M0.66%496,654CommonSOLE
46435G102ICVTISHARES TR$20.6M0.65%245,883CommonSOLE
149123101CATCATERPILLAR INC$19.9M0.63%50,935CommonSOLE
46434V407SHYGISHARES TR$19.8M0.63%455,762CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$19.7M0.63%110,236CommonNONE
46435U853USHYISHARES TR$19.4M0.62%516,378CommonSOLE
464288281EMBISHARES TR$19.4M0.62%207,459CommonSOLE
369604301GEGE AEROSPACE$19.3M0.61%102,421CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$19.1M0.61%507,948CommonSOLE
30303M102METAMETA PLATFORMS INC$18.6M0.59%32,544CommonSOLE
64110L106NFLXNETFLIX INC$18.0M0.57%25,354CommonSOLE
464286822EWWISHARES INC$17.7M0.56%329,045CommonNONE
82509L107SHOPSHOPIFY INC$17.4M0.55%217,000CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$16.5M0.52%20,168CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$16.4M0.52%227,208CommonSOLE
30231G102XOMEXXON MOBIL CORP$16.2M0.51%138,595CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$16.0M0.51%205,844CommonSOLE
79466L302CRMSALESFORCE INC$15.9M0.50%57,990CommonSOLE
88160R101TSLATESLA INC$15.9M0.50%60,608CommonNONE
H42097107UBSUBS GROUP AG$15.8M0.50%512,165CommonSOLE
G29183103ETNEATON CORP PLC$15.8M0.50%47,565CommonSOLE
G54950103LINLINDE PLC$15.5M0.49%32,605CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$15.2M0.48%68,259CommonNONE
882508104TXNTEXAS INSTRS INC$14.9M0.47%72,344CommonSOLE
46434G822EWJISHARES INC$14.4M0.46%200,947CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$14.2M0.45%188,648CommonSOLE
532457108LLYELI LILLY & CO$14.0M0.44%15,809CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$13.8M0.44%84,211CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$13.0M0.41%20,940CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$12.5M0.40%117,740CommonSOLE
747525103QCOMQUALCOMM INC$12.3M0.39%72,194CommonNONE
464288588MBBISHARES TR$12.0M0.38%125,214CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$11.0M0.35%220,301CommonSOLE
770700102HOODROBINHOOD MKTS INC$10.9M0.34%464,306CommonNONE
437076102HDHOME DEPOT INC$10.8M0.34%26,688CommonSOLE
464287515IGVISHARES TR$9.7M0.31%108,883CommonSOLE
464288810IHIISHARES TR$9.6M0.30%161,352CommonSOLE
458140100INTCINTEL CORP$9.3M0.29%395,762CommonSOLE
032095101APHAMPHENOL CORP NEW$9.2M0.29%140,922CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9.0M0.29%10,156CommonNONE
26875P101EOGEOG RES INC$9.0M0.28%72,885CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$8.9M0.28%150,359CommonSOLE
260557103DOWDOW INC$8.9M0.28%163,132CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$8.9M0.28%101,187CommonNONE
001055102AFLAFLAC INC$8.8M0.28%78,902CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$8.6M0.27%63,377CommonSOLE
46434V621DGROISHARES TR$8.6M0.27%137,624CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$8.5M0.27%38,591CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$8.2M0.26%14,315CommonSOLE
580135101MCDMCDONALDS CORP$8.1M0.26%26,560CommonSOLE
97717W315DEMWISDOMTREE TR$8.0M0.25%181,926CommonSOLE
37954Y293MLPXGLOBAL X FDS$7.9M0.25%144,871CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$7.9M0.25%16,007CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$7.9M0.25%31,594CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$7.7M0.25%119,516CommonSOLE
Y2573F102FLEXFLEX LTD$7.4M0.24%222,567CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$7.2M0.23%318,257CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$7.2M0.23%31,674CommonNONE
871829107SYYSYSCO CORP$7.1M0.23%91,378CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$6.9M0.22%146,994CommonSOLE
631103108NDAQNASDAQ INC$6.8M0.22%93,000CommonSOLE
464287598IWDISHARES TR$6.8M0.21%35,627CommonSOLE
670346105NUENUCOR CORP$6.7M0.21%44,752CommonSOLE
65339F101NEENEXTERA ENERGY INC$6.3M0.20%75,022CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$6.2M0.20%62,132CommonSOLE
46435G474FALNISHARES TR$6.0M0.19%217,915CommonSOLE
78463X855GIISPDR INDEX SHS FDS$5.8M0.18%94,275CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$5.8M0.18%11,691CommonSOLE
02079K107GOOGALPHABET INC$5.6M0.18%33,793CommonSOLE
464287549IGMISHARES TR$5.6M0.18%58,273CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$5.6M0.18%71,314CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$5.5M0.18%120,433CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$5.5M0.18%141,361CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$5.5M0.17%57,028CommonSOLE
78468R622JNKSPDR SER TR$5.3M0.17%54,228CommonSOLE
571903202MARMARRIOTT INTL INC NEW$5.2M0.16%20,780CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$5.1M0.16%100,834CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$5.1M0.16%121,643CommonSOLE
03783C100APPFAPPFOLIO INC$5.1M0.16%21,483CommonSOLE
40412C101HCAHCA HEALTHCARE INC$5.0M0.16%12,336CommonSOLE
22266T109CPNGCOUPANG INC$5.0M0.16%201,757CommonNONE
46138E669PGHYINVESCO EXCH TRADED FD TR II$4.9M0.15%240,953CommonSOLE
98978V103ZTSZOETIS INC$4.8M0.15%24,615CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$4.8M0.15%25,759CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$4.8M0.15%20,634CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$4.6M0.14%50,602CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.5M0.14%9,804CommonSOLE
464287622IWBISHARES TR$4.5M0.14%14,257CommonSOLE
20825C104COPCONOCOPHILLIPS$4.4M0.14%42,244CommonSOLE
166764100CVXCHEVRON CORP NEW$4.4M0.14%29,951CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$4.4M0.14%29,495CommonSOLE
244199105DEDEERE & CO$4.4M0.14%10,427CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$4.3M0.14%15,552CommonSOLE
896239100TRMBTRIMBLE INC$4.3M0.14%68,889CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$4.2M0.13%16,710CommonSOLE
03831W108APPAPPLOVIN CORP$4.2M0.13%31,799CommonNONE
464287804IJRISHARES TR$4.1M0.13%34,645CommonSOLE
94106L109WMWASTE MGMT INC DEL$3.9M0.12%18,965CommonSOLE
122017106BURLBURLINGTON STORES INC$3.9M0.12%14,831CommonSOLE
780259305SHELSHELL PLC$3.9M0.12%58,644CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$3.8M0.12%73,593CommonSOLE
464287721IYWISHARES TR$3.7M0.12%24,263CommonSOLE
009066101ABNBAIRBNB INC$3.6M0.11%28,408CommonNONE
921937827BSVVANGUARD BD INDEX FDS$3.6M0.11%45,746CommonNONE
436440101HO1HOLOGIC INC$3.4M0.11%41,826CommonSOLE
69370C100PTCPTC INC$3.3M0.11%18,342CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$3.3M0.10%14,108CommonSOLE
443573100HUBSHUBSPOT INC$3.2M0.10%6,098CommonSOLE
46432F859ISTBISHARES TR$3.2M0.10%65,223CommonNONE
427096508HTGCHERCULES CAPITAL INC$3.1M0.10%159,668CommonSOLE
78463X772DWXSPDR INDEX SHS FDS$3.1M0.10%79,643CommonSOLE
11135F101AVGOBROADCOM INC$3.1M0.10%17,687CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$3.0M0.10%57,497CommonSOLE
464288414MUBISHARES TR$3.0M0.10%27,689CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.0M0.10%8,791CommonNONE
29530P102ERIEERIE INDTY CO$3.0M0.10%5,557CommonNONE
78464A771KCESPDR SER TR$3.0M0.09%23,806CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$3.0M0.09%263,713CommonSOLE
56035L104MAINMAIN STR CAP CORP$2.9M0.09%57,995CommonSOLE
743315103PGRPROGRESSIVE CORP$2.9M0.09%11,440CommonNONE
653656108NICENICE LTD$2.9M0.09%16,683CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$2.9M0.09%12,495CommonNONE
055622104BPBP PLC$2.8M0.09%90,416CommonSOLE
78464A797KBESPDR SER TR$2.8M0.09%53,351CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$2.8M0.09%226,828CommonSOLE
78468R408SJNKSPDR SER TR$2.8M0.09%108,259CommonSOLE
78463X863RWXSPDR INDEX SHS FDS$2.8M0.09%101,055CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$2.8M0.09%62,084CommonSOLE
04010L103ARCCARES CAPITAL CORP$2.8M0.09%131,865CommonSOLE
833445109SNOWSNOWFLAKE INC$2.7M0.09%23,794CommonNONE
56585A102MPCMARATHON PETE CORP$2.7M0.09%16,692CommonSOLE
406216101HALHALLIBURTON CO$2.6M0.08%91,046CommonSOLE
464287242LQDISHARES TR$2.6M0.08%23,164CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$2.6M0.08%16,074CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.5M0.08%53,612CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.5M0.08%15,557CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$2.5M0.08%72,633CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$2.5M0.08%84,418CommonSOLE
46138G805BABINVESCO EXCH TRADED FD TR II$2.5M0.08%89,058CommonSOLE
19761L607MUSTCOLUMBIA ETF TR I$2.4M0.08%117,674CommonSOLE
25459W847TNADIREXION SHS ETF TR$2.4M0.08%55,000CommonNONE
026874784AIGAMERICAN INTL GROUP INC$2.4M0.08%33,292CommonNONE
060505104BACBANK AMERICA CORP$2.4M0.08%61,002CommonSOLE
040413106ANETEURARISTA NETWORKS INC$2.4M0.08%6,283CommonSOLE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$2.4M0.08%19,027CommonSOLE
281020107EIXEDISON INTL$2.3M0.07%26,311CommonNONE
464287507IJHISHARES TR$2.3M0.07%36,755CommonSOLE
929160109VMCVULCAN MATLS CO$2.3M0.07%9,016CommonNONE
983793100XPOXPO INC$2.1M0.07%19,782CommonNONE
548661107LOWLOWES COS INC$2.1M0.07%7,588CommonSOLE
25434V849DFNMDIMENSIONAL ETF TRUST$2.1M0.07%42,268CommonSOLE
72352L106PINSPINTEREST INC$2.0M0.06%62,540CommonNONE
465562106ITUBITAU UNIBANCO HLDG S A$2.0M0.06%303,181CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$2.0M0.06%28,593CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.0M0.06%12,676CommonSOLE
931142103WMTWALMART INC$1.9M0.06%23,757CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.9M0.06%11,064CommonSOLE
46436E619EUSBISHARES TR$1.9M0.06%42,712CommonNONE
464287101OEFISHARES TR$1.9M0.06%6,787CommonSOLE
92346J108VCELVERICEL CORP$1.9M0.06%44,187CommonSOLE
464288570DSIISHARES TR$1.9M0.06%17,095CommonSOLE
464288802SUSAISHARES TR$1.8M0.06%14,907CommonSOLE
L44385109GLOBGLOBANT S A$1.8M0.06%8,942CommonNONE
04206A101ARLOARLO TECHNOLOGIES INC$1.8M0.06%145,935CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.8M0.06%6,500CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.7M0.05%37,543CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$1.7M0.05%9,561CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$1.6M0.05%44,724CommonSOLE
46435U549EAGGISHARES TR$1.6M0.05%33,118CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.6M0.05%28,151CommonSOLE
464288794IAIISHARES TR$1.6M0.05%12,257CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$1.6M0.05%2,916CommonNONE
922908363VOOVANGUARD INDEX FDS$1.6M0.05%2,949CommonSOLE
03762U105ARIAPOLLO COML REAL EST FIN INC$1.6M0.05%169,289CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$1.5M0.05%11,051CommonSOLE
92826C839VVISA INC$1.5M0.05%5,580CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.5M0.05%2,586CommonSOLE
92243G108PCVXVAXCYTE INC$1.5M0.05%13,143CommonNONE
92204A108VCRVANGUARD WORLD FD$1.5M0.05%4,369CommonSOLE
81762P102NOWSERVICENOW INC$1.5M0.05%1,633CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.5M0.05%4,103CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.4M0.05%2,528CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$1.4M0.04%20,034CommonNONE
58933Y105MRKMERCK & CO INC$1.4M0.04%12,280CommonSOLE
46436E718SGOVISHARES TR$1.4M0.04%13,790CommonNONE
87612G101TRGPTARGA RES CORP$1.4M0.04%9,160CommonSOLE
25754A201DPZDOMINOS PIZZA INC$1.3M0.04%3,110CommonSOLE
235851102DHRDANAHER CORPORATION$1.3M0.04%4,808CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.3M0.04%4,801CommonNONE
12572Q105CMECME GROUP INC$1.2M0.04%5,495CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.2M0.04%2,315CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$1.2M0.04%5,858CommonSOLE
75513E101RTXRTX CORPORATION$1.1M0.04%9,280CommonSOLE
438516106HONHONEYWELL INTL INC$1.1M0.03%5,274CommonNONE
84252A106BCALCALIFORNIA BANCORP$1.1M0.03%71,152CommonNONE
92206C599VTHRVANGUARD SCOTTSDALE FDS$1.0M0.03%4,127CommonSOLE
713448108PEPPEPSICO INC$1.0M0.03%6,094CommonSOLE
031162100AMGNAMGEN INC$1.0M0.03%3,212CommonSOLE
464288729EXIISHARES TR$1.0M0.03%6,801CommonSOLE
922908736VUGVANGUARD INDEX FDS$983,6290.03%2,562CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$980,5770.03%10,174CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$969,8630.03%1,659CommonSOLE
717081103PFEPFIZER INC$950,9770.03%32,860CommonSOLE
74340W103PLDPROLOGIS INC.$946,7370.03%7,497CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$937,7700.03%7,834CommonSOLE
74762E102QUREQUANTA SVCS INC$917,0590.03%3,076CommonSOLE
37954Y483QYLDGLOBAL X FDS$915,7480.03%50,762CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$913,5710.03%44,827CommonNONE
46435G342REMISHARES TR$907,7080.03%38,252CommonSOLE
451051106IBTAIBOTTA INC$893,3450.03%14,500CommonNONE
37954Y475XYLDGLOBAL X FDS$884,3600.03%21,310CommonNONE
57636Q104MAMASTERCARD INCORPORATED$880,2980.03%1,783CommonSOLE
17275R102CSCOCISCO SYS INC$864,0040.03%16,235CommonNONE
92189H409HYDVANECK ETF TRUST$849,2260.03%16,002CommonNONE
78463V107GLDSPDR GOLD TR$847,0000.03%190,000PUTNONE
109641100EATBRINKER INTL INC$841,8300.03%11,000CommonSOLE
413160102HLITHARMONIC INC$833,2440.03%57,189CommonSOLE
002824100ABTABBOTT LABS$833,1030.03%7,307CommonSOLE
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539830109LMTLOCKHEED MARTIN CORP$824,8770.03%1,411CommonSOLE
464287465EFAISHARES TR$819,3300.03%9,797CommonSOLE
46429B655FLOTISHARES TR$771,9030.02%15,124CommonNONE
92189F536MLNVANECK ETF TRUST$766,9530.02%41,910CommonSOLE
83410S108SOHUSOHU COM LTD$733,4620.02%46,569CommonNONE
842587107SOSOUTHERN CO$724,7290.02%8,036CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$706,9850.02%673CommonSOLE
87612E106TGTTARGET CORP$693,8900.02%4,452CommonNONE
191216100KOCOCA COLA CO$685,1110.02%9,534CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$681,7410.02%8,584CommonSOLE
72200X104RCSPIMCO STRATEGIC INCOME FD$680,5650.02%88,500CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$671,2750.02%102,500PUTNONE
92204A884VOXVANGUARD WORLD FD$659,3400.02%4,535CommonSOLE
337738108FISVFISERV INC$657,7600.02%3,661CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$640,5790.02%9,630CommonSOLE
69553P100PDPAGERDUTY INC$638,8430.02%34,439CommonSOLE
70975L107PENPENUMBRA INC$636,7540.02%3,277CommonNONE
74347Y888UCOPROSHARES TR II$635,5000.02%25,000CommonNONE
863667101SYKSTRYKER CORPORATION$634,5880.02%1,757CommonSOLE
872540109TJXTJX COS INC NEW$632,8350.02%5,384CommonSOLE
942622200WSOWATSCO INC$625,6710.02%1,272CommonSOLE
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72201Y101PDIPIMCO DYNAMIC INCOME FD$620,2620.02%30,600CommonSOLE
36828A101GEVGE VERNOVA INC$614,9400.02%2,412CommonSOLE
722304102PDDPDD HOLDINGS INC$613,5200.02%4,551CommonNONE
526057104LENLENNAR CORP$607,8100.02%3,242CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$603,6870.02%7,142CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$603,6750.02%4,457CommonSOLE
03743Q108APAAPA CORPORATION$597,7290.02%24,437CommonNONE
06738C778DJPBARCLAYS BANK PLC$583,3180.02%18,093CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$555,7140.02%12,374CommonNONE
233051705RVNUDBX ETF TR$543,6610.02%20,806CommonSOLE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$536,8000.02%10,000CommonSOLE
20717M1038QRCONFLUENT INC$519,8940.02%25,510CommonNONE
018802108LNTALLIANT ENERGY CORP$519,3190.02%8,557CommonSOLE
482480100KLACKLA CORP$519,1410.02%670CommonNONE
46435G516ESGDISHARES TR$516,6350.02%6,138CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$514,6740.02%4,958CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$507,6430.02%4,884CommonSOLE
46435G425ESGUISHARES TR$505,8560.02%4,009CommonSOLE
464288224ICLNISHARES TR$498,2550.02%33,918CommonNONE
46435G326IDEVISHARES TR$495,1590.02%6,991CommonSOLE
172908105CTASCINTAS CORP$494,9360.02%2,404CommonNONE
464288158SUBISHARES TR$486,7750.02%4,584CommonSOLE
254687106DISDISNEY WALT CO$474,8860.02%4,937CommonSOLE
00724F101ADBEADOBE INC$473,7430.02%915CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$470,7610.01%5,277CommonSOLE
464287648IWOISHARES TR$462,7670.01%1,629CommonSOLE
032654105ADIANALOG DEVICES INC$462,4120.01%2,009CommonSOLE
09247X101BLKCHFBLACKROCK INC$450,3370.01%474CommonNONE
009158106APDAIR PRODS & CHEMS INC$448,3960.01%1,506CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$441,5400.01%4,276CommonSOLE
78463V107GLDSPDR GOLD TR$439,8010.01%1,809CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$436,6850.01%3,787CommonNONE
911363109URIUNITED RENTALS INC$436,6470.01%539CommonNONE
464287523SOXXISHARES TR$423,3630.01%1,836CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$417,7060.01%3,258CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$414,0420.01%2,021CommonSOLE
464287762IYHISHARES TR$413,8090.01%6,366CommonSOLE
745867101PHMPULTE GROUP INC$412,5050.01%2,874CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$408,8500.01%140,000PUTNONE
922908553VNQVANGUARD INDEX FDS$398,2530.01%4,088CommonSOLE
921910816MGKVANGUARD WORLD FD$394,3010.01%1,225CommonSOLE
907818108UNPUNION PAC CORP$393,6250.01%1,597CommonSOLE
464287499IWRISHARES TR$389,2470.01%4,416CommonSOLE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$388,0400.01%44,500CommonNONE
46428Q109SLVISHARES SILVER TR$385,7250.01%465,000PUTNONE
808524862SCHOSCHWAB STRATEGIC TR$385,1790.01%7,864CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$384,5940.01%8,092CommonSOLE
20030N101CMCSACOMCAST CORP NEW$384,1010.01%9,196CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$382,5550.01%3,741CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$378,6680.01%1,761CommonSOLE
464285204IAUISHARES GOLD TR$373,5950.01%7,517CommonSOLE
92189F106GDXVANECK ETF TRUST$370,3270.01%230,000PUTNONE
053332102AZOAUTOZONE INC$368,5550.01%117CommonSOLE
G5960L103MDTMEDTRONIC PLC$367,7120.01%4,084CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$360,8460.01%10,657CommonSOLE
H1467J104CBCHUBB LIMITED$348,3100.01%1,208CommonSOLE
78464A870XBISPDR SER TR$342,5400.01%3,467CommonSOLE
277432100EMNEASTMAN CHEM CO$341,5590.01%3,051CommonNONE
617446448MSMORGAN STANLEY$339,8370.01%3,260CommonSOLE
88579Y101MMM3M CO$337,2610.01%2,467CommonSOLE
609207105MDLZMONDELEZ INTL INC$336,6580.01%4,570CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$334,9080.01%6,097CommonNONE
29355A107ENPHENPHASE ENERGY INC$332,7310.01%2,944CommonSOLE
969904101WSMWILLIAMS SONOMA INC$326,1690.01%2,105CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$323,7810.01%4,992CommonNONE
219350105GLWCORNING INC$323,0930.01%7,156CommonNONE
209115104EDCONSOLIDATED EDISON INC$321,2330.01%3,085CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$317,4440.01%6,164CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$315,2160.01%23,471CommonSOLE
464287176TIPISHARES TR$314,2870.01%2,845CommonSOLE
46434G103IEMGISHARES INC$307,4310.01%5,355CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$305,9350.01%3,787CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$304,9700.01%5,048CommonSOLE
46429B598INDAISHARES TR$304,3560.01%5,200CommonNONE
91913Y100VLOVALERO ENERGY CORP$304,0880.01%2,252CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$302,3090.01%1,300CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$301,3350.01%5,230CommonSOLE
72200U100PCNPIMCO CORPORATE & INCM STRG$299,4380.01%21,102CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$296,6860.01%7,899CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$296,5970.01%1,708CommonNONE
92189F411BIZDVANECK ETF TRUST$289,5680.01%17,486CommonSOLE
46435G193SUSCISHARES TR$285,7300.01%12,011CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$281,7920.01%7,400CommonNONE
69351T106PPLPPL CORP$281,0480.01%8,496CommonSOLE
58733R102MELIMERCADOLIBRE INC$279,0670.01%136CommonSOLE
58155Q103MCKMCKESSON CORP$275,5830.01%557CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$275,0170.01%1,156CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$270,4350.01%3,777CommonSOLE
464288257ACWIISHARES TR$269,9180.01%2,258CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$265,6720.01%2,981CommonSOLE
12514G108CDWCDW CORP$265,4500.01%1,173CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$264,4100.01%3,285CommonNONE
00206R102TAT&T INC$260,6480.01%11,848CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$258,2810.01%1,304CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$257,7750.01%132,500PUTSOLE
494368103KMBKIMBERLY-CLARK CORP$254,8230.01%1,791CommonSOLE
37045V100GMGENERAL MTRS CO$252,3840.01%5,629CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$250,4230.01%8,582CommonSOLE
749685103RPMRPM INTL INC$249,5020.01%2,062CommonNONE
33738R811FTXLFIRST TR EXCHANGE-TRADED FD$248,3110.01%2,662CommonSOLE
464287606IJKISHARES TR$246,4640.01%2,681CommonSOLE
577128101MATWMATTHEWS INTL CORP$245,5950.01%10,586CommonSOLE
46435U663ESMLISHARES TR$245,4420.01%5,869CommonSOLE
37954Y673PAVEGLOBAL X FDS$244,1200.01%5,931CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$241,6800.01%3,000CommonNONE
097023105BABOEING CO$241,6040.01%1,589CommonSOLE
09062X103BIIBBIOGEN INC$240,5550.01%1,241CommonSOLE
46429B267GOVTISHARES TR$240,5500.01%10,258CommonSOLE
464288513HYGISHARES TR$239,6150.01%2,984CommonSOLE
303250104FICOFAIR ISAAC CORP$239,0530.01%123CommonSOLE
464287655IWMISHARES TR$236,7620.01%1,072CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$235,6140.01%1,394CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$235,4820.01%4,233CommonNONE
452308109ITWILLINOIS TOOL WKS INC$233,7660.01%892CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$232,5550.01%55CommonSOLE
632307104NTRANATERA INC$229,9060.01%1,811CommonSOLE
053611109AVYAVERY DENNISON CORP$229,8110.01%1,041CommonSOLE
46435G441HYXFISHARES TR$229,3380.01%4,844CommonNONE
292102100ESBAEMPIRE ST RLTY OP L P$229,2260.01%21,666CommonSOLE
247361702DALDELTA AIR LINES INC DEL$227,8540.01%4,486CommonSOLE
316773100FITBFIFTH THIRD BANCORP$224,8170.01%5,248CommonSOLE
464287630IWNISHARES TR$224,0910.01%1,343CommonSOLE
461202103INTUINTUIT$223,5020.01%360CommonSOLE
09260D107BXBLACKSTONE INC$223,1240.01%1,457CommonNONE
384747101GRALGRAIL INC$221,6970.01%16,112CommonSOLE
855244109SBUXSTARBUCKS CORP$214,8280.01%2,204CommonSOLE
651639106NEMNEWMONT CORP$213,5790.01%3,996CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$210,1720.01%398CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$210,0950.01%5,648CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$207,4180.01%8,470CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$206,8940.01%2,490CommonSOLE
291011104EMREMERSON ELEC CO$205,2800.01%1,877CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$204,7860.01%4,043CommonSOLE
189054109CLXCLOROX CO DEL$204,2890.01%1,254CommonNONE
G0403H108AONAON PLC$203,0960.01%587CommonNONE
046353108AZNNASTRAZENECA PLC$202,7220.01%2,602CommonNONE
256163106DOCUDOCUSIGN INC$200,9850.01%3,237CommonSOLE
46090E103QQQINVESCO QQQ TR$190,0500.01%70,000PUTNONE
00123Q104AGNCAGNC INVT CORP$183,7820.01%17,570CommonSOLE
464287655IWMISHARES TR$177,3000.01%90,000PUTNONE
811916105SASEABRIDGE GOLD INC$167,9000.01%10,000CommonSOLE
88830M102TWITITAN INTL INC ILL$162,6000.01%20,000CommonNONE
67066G104NVDANVIDIA CORPORATION$134,8300.00%202,500PUTNONE
91912E105VALEVALE S A$120,3040.00%10,300CommonNONE
22266M104COURCOURSERA INC$98,3530.00%12,387CommonSOLE
904311107UAAUNDER ARMOUR INC$91,7640.00%10,299CommonNONE
46131H107VVRINVESCO SR INCOME TR$71,2250.00%17,500CommonNONE
285512109EAELECTRONIC ARTS INC$62,0000.00%40,000PUTNONE
83307B101SNDLSNDL INC$30,4040.00%14,759CommonNONE
138035704CGCCANOPY GROWTH CORP$25,1000.00%20,000CALLNONE
92189F676SMHVANECK ETF TRUST$24,7500.00%22,500PUTNONE
88160R101TSLATESLA INC$5,8500.00%22,500PUTNONE
594918104MSFTMICROSOFT CORP$4,7940.00%10,200CALLSOLE
023135106AMZNAMAZON COM INC$3,3600.00%14,000CALLSOLE

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.