MondegarAI
Baker Avenue Asset Management, LP

Q4 2024 · 13F-HR

Baker Avenue Asset Management, LPholdings as filed

Filed 2025-02-14 · accession 0001432529-25-000005

$3.27B
Reported value
421
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
829073105SSDSIMPSON MFG INC$232.1M7.11%1,399,918CommonNONE
037833100AAPLAPPLE INC$163.3M5.00%652,205CommonSOLE
594918104MSFTMICROSOFT CORP$113.1M3.46%268,429CommonSOLE
922908751VBVANGUARD INDEX FDS$90.4M2.77%376,195CommonNONE
67066G104NVDANVIDIA CORPORATION$88.1M2.70%656,057CommonSOLE
464287226AGGISHARES TR$81.0M2.48%835,466CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$80.9M2.48%1,124,794CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$80.2M2.46%1,943,387CommonSOLE
464287614IWFISHARES TR$78.1M2.39%194,448CommonNONE
46432F339QUALISHARES TR$77.0M2.36%432,354CommonNONE
78464A649SPABSPDR SER TR$71.2M2.18%2,850,608CommonSOLE
464287200IVVISHARES TR$69.9M2.14%118,723CommonSOLE
46090E103QQQINVESCO QQQ TR$66.3M2.03%129,728CommonNONE
023135106AMZNAMAZON COM INC$65.5M2.01%298,631CommonSOLE
922908769VTIVANGUARD INDEX FDS$61.5M1.88%212,132CommonSOLE
922908637VVVANGUARD INDEX FDS$56.0M1.71%207,696CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$52.0M1.59%217,036CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$51.7M1.58%2,231,881CommonSOLE
02079K305GOOGLALPHABET INC$43.0M1.32%227,200CommonSOLE
464288885EFGISHARES TR$42.0M1.29%433,935CommonNONE
285512109EAELECTRONIC ARTS INC$41.6M1.27%284,175CommonNONE
464287408IVEISHARES TR$39.8M1.22%208,579CommonNONE
701094104PHPARKER-HANNIFIN CORP$31.9M0.98%50,122CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$28.6M0.88%649,792CommonNONE
68389X105ORCLORACLE CORP$28.2M0.86%168,995CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$27.2M0.83%475,155CommonNONE
464288273SCZISHARES TR$26.4M0.81%434,697CommonNONE
88160R101TSLATESLA INC$25.7M0.79%63,640CommonNONE
46435G102ICVTISHARES TR$23.2M0.71%273,244CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$23.2M0.71%209,745CommonSOLE
H11356104BGBUNGE GLOBAL SA$22.2M0.68%285,040CommonSOLE
82509L107SHOPSHOPIFY INC$21.5M0.66%202,260CommonSOLE
46434V407SHYGISHARES TR$20.2M0.62%472,987CommonSOLE
46435U853USHYISHARES TR$19.9M0.61%540,344CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$19.8M0.61%530,045CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$19.6M0.60%112,087CommonNONE
806857108SLBSCHLUMBERGER LTD$19.4M0.60%507,089CommonSOLE
30303M102METAMETA PLATFORMS INC$19.1M0.58%32,626CommonSOLE
464288281EMBISHARES TR$19.0M0.58%213,650CommonSOLE
149123101CATCATERPILLAR INC$18.8M0.57%51,759CommonSOLE
00287Y109ABBVABBVIE INC$18.8M0.57%105,599CommonSOLE
79466L302CRMSALESFORCE INC$18.7M0.57%55,863CommonSOLE
64110L106NFLXNETFLIX INC$18.5M0.57%20,713CommonSOLE
038222105AMATAPPLIED MATLS INC$17.6M0.54%108,189CommonSOLE
369604301GEGE AEROSPACE$17.4M0.53%104,309CommonSOLE
770700102HOODROBINHOOD MKTS INC$17.0M0.52%456,908CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$16.2M0.50%205,415CommonSOLE
464286822EWWISHARES INC$15.8M0.48%337,655CommonNONE
G29183103ETNEATON CORP PLC$15.8M0.48%47,467CommonSOLE
H42097107UBSUBS GROUP AG$15.7M0.48%517,408CommonSOLE
30231G102XOMEXXON MOBIL CORP$15.4M0.47%142,764CommonSOLE
512807306LRCXLAM RESEARCH CORP$14.8M0.45%204,619CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$14.5M0.44%68,264CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$14.4M0.44%65,722CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$14.4M0.44%238,172CommonSOLE
G54950103LINLINDE PLC$13.9M0.42%33,123CommonSOLE
46434G822EWJISHARES INC$13.6M0.42%202,295CommonNONE
882508104TXNTEXAS INSTRS INC$13.6M0.42%72,351CommonSOLE
532457108LLYELI LILLY & CO$12.3M0.38%15,871CommonSOLE
747525103QCOMQUALCOMM INC$12.0M0.37%78,270CommonNONE
464288588MBBISHARES TR$11.9M0.36%129,958CommonSOLE
464287515IGVISHARES TR$10.8M0.33%107,758CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$10.6M0.33%18,150CommonSOLE
437076102HDHOME DEPOT INC$10.6M0.32%27,203CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$10.5M0.32%124,117CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$10.4M0.32%19,901CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$10.2M0.31%84,305CommonSOLE
032095101APHAMPHENOL CORP NEW$9.7M0.30%139,234CommonSOLE
464288810IHIISHARES TR$9.6M0.29%164,253CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9.3M0.29%10,191CommonNONE
02079K107GOOGALPHABET INC$9.0M0.28%47,247CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$9.0M0.27%121,194CommonSOLE
26875P101EOGEOG RES INC$9.0M0.27%73,166CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$8.9M0.27%154,407CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$8.9M0.27%232,890CommonSOLE
37954Y293MLPXGLOBAL X FDS$8.8M0.27%145,818CommonSOLE
46434V621DGROISHARES TR$8.7M0.27%142,506CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$8.7M0.27%101,389CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$8.6M0.26%52,254CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$8.5M0.26%16,233CommonSOLE
Y2573F102FLEXFLEX LTD$8.4M0.26%219,693CommonSOLE
929160109VMCVULCAN MATLS CO$8.3M0.26%32,402CommonSOLE
001055102AFLAFLAC INC$8.2M0.25%79,058CommonSOLE
65339F101NEENEXTERA ENERGY INC$8.1M0.25%112,786CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$8.0M0.24%34,219CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$7.9M0.24%62,977CommonSOLE
97717W315DEMWISDOMTREE TR$7.8M0.24%193,871CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$7.8M0.24%33,275CommonSOLE
580135101MCDMCDONALDS CORP$7.7M0.24%26,517CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$7.6M0.23%33,793CommonSOLE
78463X855GIISPDR INDEX SHS FDS$7.4M0.23%125,269CommonSOLE
871829107SYYSYSCO CORP$7.2M0.22%94,557CommonSOLE
631103108NDAQNASDAQ INC$7.2M0.22%93,292CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$7.0M0.21%81,925CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$6.8M0.21%168,328CommonSOLE
464287549IGMISHARES TR$6.8M0.21%66,892CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$6.7M0.20%149,055CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$6.7M0.20%11,630CommonSOLE
464287598IWDISHARES TR$6.6M0.20%35,525CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$6.6M0.20%57,879CommonSOLE
78463X772DWXSPDR INDEX SHS FDS$6.6M0.20%188,075CommonSOLE
03831W108APPAPPLOVIN CORP$6.2M0.19%19,059CommonNONE
894164102TNLTRAVEL PLUS LEISURE CO$6.1M0.19%121,078CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$5.9M0.18%57,112CommonSOLE
571903202MARMARRIOTT INTL INC NEW$5.8M0.18%20,833CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$5.6M0.17%355,711CommonSOLE
03783C100APPFAPPFOLIO INC$5.5M0.17%22,440CommonSOLE
670346105NUENUCOR CORP$5.2M0.16%44,767CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$5.1M0.16%53,026CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$5.0M0.15%20,431CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$5.0M0.15%25,921CommonSOLE
896239100TRMBTRIMBLE INC$4.9M0.15%69,249CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$4.8M0.15%412,585CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.7M0.15%10,456CommonSOLE
464287804IJRISHARES TR$4.6M0.14%39,648CommonSOLE
464287622IWBISHARES TR$4.6M0.14%14,176CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$4.6M0.14%15,580CommonSOLE
443573100HUBSHUBSPOT INC$4.5M0.14%6,472CommonSOLE
11135F101AVGOBROADCOM INC$4.5M0.14%19,274CommonNONE
464287721IYWISHARES TR$4.4M0.14%27,744CommonSOLE
244199105DEDEERE & CO$4.4M0.14%10,444CommonSOLE
22266T109CPNGCOUPANG INC$4.3M0.13%194,048CommonNONE
166764100CVXCHEVRON CORP NEW$4.2M0.13%28,955CommonSOLE
20825C104COPCONOCOPHILLIPS$4.1M0.13%41,355CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$4.1M0.12%30,286CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$4.0M0.12%19,282CommonSOLE
98978V103ZTSZOETIS INC$4.0M0.12%24,553CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$3.9M0.12%292,966CommonSOLE
94106L109WMWASTE MGMT INC DEL$3.9M0.12%19,161CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$3.8M0.12%75,798CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.6M0.11%12,158CommonSOLE
78464A771KCESPDR SER TR$3.6M0.11%26,389CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$3.6M0.11%17,849CommonSOLE
122017106BURLBURLINGTON STORES INC$3.6M0.11%12,497CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$3.5M0.11%45,879CommonNONE
833445109SNOWSNOWFLAKE INC$3.5M0.11%22,455CommonNONE
56035L104MAINMAIN STR CAP CORP$3.4M0.11%58,777CommonSOLE
69370C100PTCPTC INC$3.4M0.10%18,523CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$3.4M0.10%14,137CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.3M0.10%18,338CommonNONE
78464A797KBESPDR SER TR$3.3M0.10%59,157CommonSOLE
427096508HTGCHERCULES CAPITAL INC$3.3M0.10%162,850CommonSOLE
464288414MUBISHARES TR$3.2M0.10%30,191CommonSOLE
743315103PGRPROGRESSIVE CORP$3.2M0.10%13,370CommonNONE
46432F859ISTBISHARES TR$3.1M0.10%65,222CommonNONE
436440101HO1HOLOGIC INC$3.0M0.09%42,051CommonSOLE
04010L103ARCCARES CAPITAL CORP$3.0M0.09%136,830CommonSOLE
46435G474FALNISHARES TR$3.0M0.09%112,003CommonSOLE
872590104TMUST-MOBILE US INC$3.0M0.09%13,533CommonSOLE
040413205ANETARISTA NETWORKS INC$3.0M0.09%26,905CommonNONE
46137V340RSPFINVESCO EXCHANGE TRADED FD T$3.0M0.09%40,807CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$2.9M0.09%70,573CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$2.9M0.09%61,057CommonSOLE
78468R622JNKSPDR SER TR$2.9M0.09%30,582CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.9M0.09%9,673CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$2.9M0.09%56,674CommonSOLE
653656108NICENICE LTD$2.9M0.09%16,794CommonSOLE
46138E669PGHYINVESCO EXCH TRADED FD TR II$2.8M0.09%143,309CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$2.8M0.09%58,221CommonSOLE
009066101ABNBAIRBNB INC$2.8M0.09%21,201CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$2.8M0.08%85,620CommonSOLE
464288513HYGISHARES TR$2.7M0.08%34,948CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$2.7M0.08%51,164CommonSOLE
060505104BACBANK AMERICA CORP$2.7M0.08%61,102CommonSOLE
464287242LQDISHARES TR$2.7M0.08%25,103CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$2.7M0.08%32,681CommonNONE
29530P102ERIEERIE INDTY CO$2.6M0.08%6,420CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.6M0.08%58,197CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$2.6M0.08%14,457CommonSOLE
256163106DOCUDOCUSIGN INC$2.6M0.08%28,575CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$2.5M0.08%97,199CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$2.5M0.08%72,633CommonNONE
026874784AIGAMERICAN INTL GROUP INC$2.5M0.08%34,338CommonNONE
19761L607MUSTCOLUMBIA ETF TR I$2.5M0.08%123,002CommonSOLE
780259305SHELSHELL PLC$2.4M0.07%38,967CommonSOLE
78463X863RWXSPDR INDEX SHS FDS$2.4M0.07%105,249CommonSOLE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$2.4M0.07%19,266CommonSOLE
92346J108VCELVERICEL CORP$2.4M0.07%43,224CommonSOLE
56585A102MPCMARATHON PETE CORP$2.3M0.07%16,743CommonSOLE
931142103WMTWALMART INC$2.3M0.07%25,719CommonNONE
78468R408SJNKSPDR SER TR$2.3M0.07%91,549CommonSOLE
25434V849DFNMDIMENSIONAL ETF TRUST$2.3M0.07%47,523CommonSOLE
983793100XPOXPO INC$2.3M0.07%17,235CommonNONE
478160104JNJJOHNSON & JOHNSON$2.2M0.07%15,406CommonSOLE
25459W847TNADIREXION SHS ETF TR$2.2M0.07%52,800CommonNONE
464287507IJHISHARES TR$2.1M0.07%34,456CommonNONE
47215P106JDJD.COM INC$2.1M0.06%59,958CommonNONE
464288794IAIISHARES TR$2.0M0.06%14,176CommonSOLE
72352L106PINSPINTEREST INC$2.0M0.06%70,408CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.0M0.06%28,653CommonSOLE
81762P102NOWSERVICENOW INC$2.0M0.06%1,851CommonNONE
464287101OEFISHARES TR$2.0M0.06%6,764CommonSOLE
458140100INTCINTEL CORP$2.0M0.06%97,345CommonNONE
46436E718SGOVISHARES TR$1.9M0.06%19,085CommonNONE
92826C839VVISA INC$1.9M0.06%5,932CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.9M0.06%3,445CommonSOLE
464288570DSIISHARES TR$1.8M0.06%16,671CommonSOLE
023135106AMZNAMAZON COM INC$1.8M0.06%200,000PUTNONE
464288802SUSAISHARES TR$1.8M0.05%14,704CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$1.8M0.05%9,561CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.7M0.05%10,410CommonSOLE
46436E619EUSBISHARES TR$1.7M0.05%40,407CommonNONE
04206A101ARLOARLO TECHNOLOGIES INC$1.7M0.05%151,533CommonNONE
L44385109GLOBGLOBANT S A$1.7M0.05%7,852CommonNONE
92204A108VCRVANGUARD WORLD FD$1.7M0.05%4,431CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$1.7M0.05%11,050CommonSOLE
87612G101TRGPTARGA RES CORP$1.6M0.05%9,234CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.6M0.05%2,647CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.6M0.05%11,925CommonSOLE
46435U549EAGGISHARES TR$1.5M0.05%32,980CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.5M0.05%5,139CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$1.5M0.05%2,917CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.5M0.05%4,265CommonSOLE
172967424CCITIGROUP INC$1.5M0.04%20,829CommonSOLE
109641100EATBRINKER INTL INC$1.5M0.04%11,000CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$1.4M0.04%20,421CommonNONE
45073V108ITTITT INC$1.4M0.04%9,545CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.3M0.04%2,350CommonSOLE
25754A201DPZDOMINOS PIZZA INC$1.3M0.04%3,113CommonSOLE
12572Q105CMECME GROUP INC$1.3M0.04%5,473CommonSOLE
74347Y888UCOPROSHARES TR II$1.2M0.04%45,000CommonNONE
58933Y105MRKMERCK & CO INC$1.2M0.04%12,371CommonSOLE
37954Y483QYLDGLOBAL X FDS$1.2M0.04%66,445CommonNONE
78409V104SPGIS&P GLOBAL INC$1.2M0.04%2,402CommonSOLE
84252A106BCALCALIFORNIA BANCORP$1.2M0.04%71,152CommonNONE
17275R102CSCOCISCO SYS INC$1.2M0.04%19,498CommonNONE
235851102DHRDANAHER CORPORATION$1.1M0.03%4,950CommonNONE
75513E101RTXRTX CORPORATION$1.1M0.03%9,653CommonSOLE
92243G108PCVXVAXCYTE INC$1.1M0.03%13,143CommonNONE
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92206C599VTHRVANGUARD SCOTTSDALE FDS$1.1M0.03%4,043CommonSOLE
438516106HONHONEYWELL INTL INC$1.0M0.03%4,601CommonNONE
74762E102QUREQUANTA SVCS INC$998,0330.03%3,158CommonSOLE
337738108FISVFISERV INC$984,9160.03%4,795CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$980,2050.03%1,861CommonSOLE
464288729EXIISHARES TR$979,0890.03%6,933CommonSOLE
406216101HALHALLIBURTON CO$977,8870.03%35,965CommonSOLE
002824100ABTABBOTT LABS$970,4720.03%8,580CommonSOLE
46090E103QQQINVESCO QQQ TR$958,5000.03%150,000PUTNONE
465562106ITUBITAU UNIBANCO HLDG S A$929,4100.03%187,381CommonNONE
713448108PEPPEPSICO INC$908,0350.03%5,972CommonSOLE
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37954Y475XYLDGLOBAL X FDS$895,5950.03%21,375CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$888,8150.03%44,132CommonNONE
92189H201ITMVANECK ETF TRUST$882,9070.03%19,152CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$870,9420.03%10,351CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$868,4520.03%7,392CommonSOLE
031162100AMGNAMGEN INC$865,3850.03%3,320CommonSOLE
548661107LOWLOWES COS INC$844,3680.03%3,421CommonSOLE
451051106IBTAIBOTTA INC$829,7700.03%12,750CommonNONE
46435G342REMISHARES TR$827,5320.03%38,760CommonSOLE
92189F536MLNVANECK ETF TRUST$816,9190.03%45,689CommonSOLE
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70975L107PENPENUMBRA INC$790,8080.02%3,330CommonNONE
36828A101GEVGE VERNOVA INC$786,7080.02%2,392CommonSOLE
03762U105ARIAPOLLO COML REAL EST FIN INC$776,0030.02%89,608CommonSOLE
46429B655FLOTISHARES TR$769,4840.02%15,124CommonNONE
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25179M103DVNDEVON ENERGY CORP NEW$761,4680.02%23,265CommonNONE
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872540109TJXTJX COS INC NEW$722,3230.02%5,979CommonSOLE
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539830109LMTLOCKHEED MARTIN CORP$704,7910.02%1,450CommonSOLE
717081103PFEPFIZER INC$693,2650.02%26,131CommonSOLE
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191216100KOCOCA COLA CO$635,7110.02%10,211CommonSOLE
69553P100PDPAGERDUTY INC$628,8560.02%34,439CommonNONE
464287465EFAISHARES TR$623,1780.02%8,242CommonSOLE
83410S108SOHUSOHU COM LTD$613,7790.02%46,569CommonNONE
72200X104RCSPIMCO STRATEGIC INCOME FD$606,7830.02%79,630CommonSOLE
46435G516ESGDISHARES TR$601,2780.02%7,897CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$597,5000.02%150,000PUTNONE
464287655IWMISHARES TR$595,0340.02%2,693CommonSOLE
942622200WSOWATSCO INC$586,6760.02%1,238CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$581,0990.02%4,410CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$569,9590.02%20,862CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$561,2040.02%30,600CommonSOLE
03743Q108APAAPA CORPORATION$560,2330.02%24,263CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$555,4310.02%7,344CommonSOLE
87612E106TGTTARGET CORP$549,0280.02%4,061CommonNONE
464288158SUBISHARES TR$541,5340.02%5,134CommonSOLE
06738C778DJPBARCLAYS BANK PLC$539,3370.02%16,807CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$520,2820.02%24,740CommonNONE
46435G425ESGUISHARES TR$518,1140.02%4,022CommonSOLE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$514,4000.02%10,000CommonSOLE
018802108LNTALLIANT ENERGY CORP$506,0550.02%8,557CommonSOLE
260557103DOWDOW INC$499,4460.02%12,446CommonSOLE
46137V837PDPINVESCO EXCHANGE TRADED FD T$473,3850.01%4,399CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$470,7070.01%11,771CommonNONE
464287648IWOISHARES TR$468,9910.01%1,629CommonSOLE
032654105ADIANALOG DEVICES INC$468,0490.01%2,203CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$467,5180.01%4,339CommonSOLE
254687106DISDISNEY WALT CO$466,3030.01%4,188CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$463,1940.01%650CommonSOLE
78463V107GLDSPDR GOLD TR$455,5520.01%1,881CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$453,8820.01%4,901CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$452,2750.01%5,353CommonSOLE
46435G326IDEVISHARES TR$450,6970.01%6,991CommonSOLE
46434V878ICSHISHARES TR$450,5920.01%8,935CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$449,9160.01%3,777CommonSOLE
172908105CTASCINTAS CORP$449,0770.01%2,458CommonNONE
009158106APDAIR PRODS & CHEMS INC$446,6620.01%1,540CommonNONE
464287523SOXXISHARES TR$446,4950.01%2,072CommonSOLE
464285204IAUISHARES GOLD TR$443,7090.01%8,962CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$439,5360.01%4,835CommonNONE
25460G153DPSTDIREXION SHS ETF TR$439,4000.01%4,000CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$439,2070.01%2,550CommonSOLE
526057104LENLENNAR CORP$435,4290.01%3,193CommonSOLE
969904101WSMWILLIAMS SONOMA INC$424,8770.01%2,294CommonSOLE
921910816MGKVANGUARD WORLD FD$420,3340.01%1,224CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$419,0100.01%8,387CommonSOLE
911363109URIUNITED RENTALS INC$408,7510.01%580CommonNONE
88579Y101MMM3M CO$407,7170.01%3,158CommonSOLE
482480100KLACKLA CORP$406,3730.01%645CommonNONE
09290D101BLKBLACKROCK INC$403,3440.01%393CommonNONE
219350105GLWCORNING INC$402,7320.01%8,475CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$399,7880.01%2,046CommonSOLE
617446448MSMORGAN STANLEY$399,2730.01%3,176CommonSOLE
92189F676SMHVANECK ETF TRUST$397,5000.01%125,000PUTNONE
N6596X109NXPINXP SEMICONDUCTORS N V$387,6040.01%1,865CommonSOLE
00123Q104AGNCAGNC INVT CORP$383,4250.01%41,631CommonSOLE
053332102AZOAUTOZONE INC$378,5720.01%118CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$378,4160.01%15,728CommonNONE
464288224ICLNISHARES TR$372,8540.01%32,764CommonNONE
464287762IYHISHARES TR$370,9640.01%6,366CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$370,1700.01%6,139CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$367,6630.01%74CommonSOLE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$363,5650.01%44,500CommonNONE
055622104BPBP PLC$360,7850.01%12,205CommonSOLE
464287499IWRISHARES TR$356,3810.01%4,031CommonSOLE
277432100EMNEASTMAN CHEM CO$356,2390.01%3,901CommonNONE
G5960L103MDTMEDTRONIC PLC$353,2330.01%4,422CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$350,5690.01%6,218CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$348,1010.01%6,002CommonSOLE
46429B598INDAISHARES TR$344,7920.01%6,550CommonNONE
20030N101CMCSACOMCAST CORP NEW$342,6140.01%9,129CommonNONE
09260D107BXBLACKSTONE INC$335,8140.01%1,948CommonNONE
00206R102TAT&T INC$334,6430.01%14,697CommonSOLE
209115104EDCONSOLIDATED EDISON INC$334,1790.01%3,745CommonSOLE
907818108UNPUNION PAC CORP$334,0230.01%1,465CommonSOLE
00724F101ADBEADOBE INC$328,6070.01%739CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$325,8530.01%4,305CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$324,9110.01%4,992CommonNONE
464287176TIPISHARES TR$315,4950.01%2,961CommonSOLE
H1467J104CBCHUBB LIMITED$315,0200.01%1,140CommonSOLE
745867101PHMPULTE GROUP INC$313,5230.01%2,879CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$304,8880.01%23,471CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$301,3460.01%10,705CommonSOLE
46434G103IEMGISHARES INC$295,2520.01%5,654CommonSOLE
92189F411BIZDVANECK ETF TRUST$290,7920.01%17,486CommonSOLE
72200U100PCNPIMCO CORPORATE & INCM STRG$290,4130.01%21,640CommonSOLE
632307104NTRANATERA INC$287,6310.01%1,817CommonSOLE
384747101GRALGRAIL INC$287,5940.01%16,112CommonSOLE
609207105MDLZMONDELEZ INTL INC$284,4650.01%4,763CommonSOLE
37045V100GMGENERAL MTRS CO$278,5750.01%5,229CommonSOLE
097023105BABOEING CO$276,3110.01%1,561CommonSOLE
46435G193SUSCISHARES TR$272,8670.01%12,010CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$272,0690.01%3,577CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$269,5930.01%7,899CommonSOLE
464288257ACWIISHARES TR$265,1980.01%2,257CommonSOLE
749685103RPMRPM INTL INC$264,7020.01%2,151CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$263,8790.01%1,336CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$262,5520.01%7,400CommonNONE
291011104EMREMERSON ELEC CO$260,1200.01%2,099CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$255,3730.01%1,304CommonNONE
05464C101AXONAXON ENTERPRISE INC$254,9630.01%429CommonSOLE
189054109CLXCLOROX CO DEL$252,1760.01%1,553CommonNONE
46435U663ESMLISHARES TR$250,5340.01%5,958CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$249,4070.01%3,369CommonNONE
78463V107GLDSPDR GOLD TR$248,0000.01%100,000PUTNONE
464287606IJKISHARES TR$247,8750.01%2,726CommonSOLE
461202103INTUINTUIT$243,4780.01%387CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$242,6570.01%957CommonSOLE
46429B267GOVTISHARES TR$239,0240.01%10,401CommonSOLE
693718108PCARPACCAR INC$237,6930.01%2,285CommonSOLE
29355A107ENPHENPHASE ENERGY INC$237,0150.01%3,451CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$235,6460.01%4,234CommonNONE
26614N102DDDUPONT DE NEMOURS INC$232,9500.01%3,055CommonSOLE
33738R811FTXLFIRST TR EXCHANGE-TRADED FD$232,3130.01%2,662CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$228,5390.01%8,582CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$226,4040.01%482CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$226,1250.01%4,528CommonSOLE
46435G441HYXFISHARES TR$224,0460.01%4,850CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$223,5040.01%3,952CommonNONE
494368103KMBKIMBERLY-CLARK CORP$222,5410.01%1,698CommonSOLE
316773100FITBFIFTH THIRD BANCORP$221,6670.01%5,243CommonSOLE
464287630IWNISHARES TR$220,5320.01%1,343CommonSOLE
872657101TPGTPG INC$219,9400.01%3,500CommonSOLE
G0403H108AONAON PLC$218,3690.01%608CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$217,6740.01%1,187CommonSOLE
91913Y100VLOVALERO ENERGY CORP$216,9840.01%1,770CommonNONE
303250104FICOFAIR ISAAC CORP$215,0200.01%108CommonSOLE
216648501COOCOOPER COS INC$212,7260.01%2,314CommonSOLE
58733R102MELIMERCADOLIBRE INC$210,8550.01%124CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$209,2660.01%9,219CommonNONE
770323103RHIROBERT HALF INC.$207,3640.01%2,943CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$206,9940.01%7,470CommonSOLE
46429B697USMVISHARES TR$206,9010.01%2,330CommonSOLE
053611109AVYAVERY DENNISON CORP$205,8430.01%1,100CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$202,3230.01%2,964CommonNONE
268150109DTDYNATRACE INC$202,1280.01%3,719CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$201,2360.01%8,470CommonSOLE
466313103JBLJABIL INC$201,0280.01%1,397CommonNONE
292102100ESBAEMPIRE ST RLTY OP L P$162,7340.00%15,983CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$160,0000.00%25,000PUTNONE
88830M102TWITITAN INTL INC ILL$135,8000.00%20,000CommonNONE
651229106NWLNEWELL BRANDS INC$129,8490.00%13,037CommonNONE
904311107UAAUNDER ARMOUR INC$129,0930.00%15,591CommonNONE
464287655IWMISHARES TR$127,5000.00%50,000PUTNONE
22266M104COURCOURSERA INC$105,2900.00%12,387CommonSOLE
88160R101TSLATESLA INC$100,5400.00%155,000PUTNONE
91912E105VALEVALE S A$90,4740.00%10,200CommonNONE
46131H107VVRINVESCO SR INCOME TR$69,1250.00%17,500CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$68,2500.00%75,000PUTNONE
380237107GDDYGODADDY INC$33,0000.00%30,000PUTNONE
64110L106NFLXNETFLIX INC$28,6000.00%10,000PUTNONE

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.