MondegarAI
ATLAS CAPITAL ADVISORS INC.

Q3 2024 · 13F-HR

ATLAS CAPITAL ADVISORS INC.holdings as filed

Filed 2024-11-05 · accession 0001434165-24-000007

$656.1M
Reported value
902
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 902

CUSIPTickerIssuerValue% port.SharesClassVoting
81369Y803XLKSPDR S P Info Technology ETF$24.0M3.66%106,498CommonSOLE
922042874VGKVanguard European Stock ETF$17.0M2.58%238,522CommonSOLE
78463X509SPEMSPDR Emerging Market ETF$16.8M2.56%407,174CommonSOLE
922042718VSSVanguard Ftse All-Wld Ex-US Small Cap ETF$14.4M2.19%114,277CommonSOLE
46434V449IMTMiShares Edge MSCI Intl ETF$14.2M2.17%352,355CommonSOLE
92204A702VGTVanguard Information Technology ETF$12.6M1.92%21,515CommonSOLE
92204A504VHTVanguard Health Care ETF$12.1M1.84%42,865CommonSOLE
81369Y605XLFSPDR S P Financial ETF$11.6M1.77%256,354CommonSOLE
78462F103SPYSPDR S P 500 ETF$11.0M1.67%19,095CommonSOLE
922908512VOEVanguard Mid-Cap Value ETF$10.3M1.58%61,698CommonSOLE
316092808FTECFidelity MSCI Information Tech ETF$10.3M1.57%59,121CommonSOLE
922908769VTIVanguard Total Stock Market ETF$10.2M1.56%36,036CommonSOLE
81369Y704XLISPDR S P Industrials ETF$10.0M1.52%73,594CommonSOLE
037833100AAPLApple Inc$9.9M1.50%42,329CommonSOLE
92204A405VFHVanguard Financials ETF$9.7M1.48%88,454CommonSOLE
46435G409IVLUiShares Edge MSCI Intl Value Factor ETF$9.6M1.46%324,110CommonSOLE
808524888SCHCSchwab Intl Small-Cap Equity ETF$8.9M1.36%231,297CommonSOLE
78463X889SPDWSPDR Developed World Ex-US ETF$8.3M1.26%219,686CommonSOLE
316092303FSTAFidelity MSCI Consumer Staples ETF$8.2M1.26%161,357CommonSOLE
922042866VPLVanguard Ftse Pacific ETF$8.2M1.25%104,553CommonSOLE
922042742VTVanguard Total World Stock ETF$7.8M1.19%65,120CommonSOLE
81369Y852XLCSPDR Communications Services ETF$7.6M1.16%84,332CommonSOLE
922908611VBRVanguard Small Cap Value ETF$7.6M1.16%37,811CommonSOLE
46432F396MTUMiShares MSCI US Momentum ETF$7.1M1.08%34,936CommonSOLE
46434G103IEMGiShares MSCI Core EM ETF$6.7M1.02%116,789CommonSOLE
464288877EFViShares MSCI EAFE Value ETF$6.4M0.97%110,411CommonSOLE
92204A884VOXVanguard Communications Services ETF$6.3M0.97%43,611CommonSOLE
594918104MSFTMicrosoft Corp$6.3M0.96%14,689CommonSOLE
922908744VTVVanguard Value ETF$6.2M0.94%35,252CommonSOLE
46641Q225BBCAJP Morgan Betabuilders Canada ETF$6.1M0.92%83,943CommonSOLE
084670702BRK/BBerkshire Hathaway Inc-Cl B$5.8M0.88%12,502CommonSOLE
81369Y209XLVSPDR S P Health Care ETF$5.7M0.87%36,919CommonSOLE
92206C706VGITVanguard Intermediate Treasury ETF$5.4M0.82%89,575CommonSOLE
922042858VWOVanguard Emerging Markets ETF$5.1M0.78%106,644CommonSOLE
81369Y407XLYSPDR S P Consumer Discretionary ETF$4.9M0.75%24,550CommonSOLE
69753M105PLMRPalomar Holdings Inc$4.9M0.74%51,284CommonSOLE
316092204FDISFidelity MSCI Consumer Discretionary ETF$4.7M0.72%53,586CommonSOLE
92204A108VCRVanguard Consumer Discretionary ETF$4.0M0.61%11,734CommonSOLE
459200101IBMInternational Business Machines Corp$3.8M0.57%16,982CommonSOLE
808524102SCHBSchwab US Broad Market ETF$3.7M0.57%56,014CommonSOLE
038222105AMATApplied Materials Inc$3.6M0.55%17,919CommonSOLE
808524847SCHHSchwab US Reit ETF$3.6M0.55%155,215CommonSOLE
808524508SCHMSchwab US Mid-Cap ETF$3.5M0.53%42,228CommonSOLE
316092600FHLCFidelity MSCI Health Care ETF$3.3M0.51%45,739CommonSOLE
316092709FIDUFidelity MSCI Industrials ETF$3.1M0.47%43,168CommonSOLE
00206R102TATandT Inc$3.1M0.47%139,222CommonSOLE
482480100KLACKla-Tencor Corp$3.0M0.46%3,910CommonSOLE
81369Y886XLUSPDR S P Utilities ETF$2.9M0.45%36,350CommonSOLE
35473P744FLJPFranklin Ftse Japan ETF$2.9M0.44%95,971CommonSOLE
921908844VIGVanguard Dividend Appreciation ETF$2.8M0.43%14,127CommonSOLE
58155Q103MCKMckesson Corp$2.8M0.42%5,601CommonSOLE
02079K305GOOGLAlphabet Inc A$2.8M0.42%16,648CommonSOLE
464287663IUSViShares Core Russell US ETF$2.7M0.41%28,480CommonSOLE
92204A207VDCVanguard Consumer Staples ETF$2.7M0.41%12,334CommonSOLE
67066G104NVDANvidia Corp$2.7M0.41%22,010CommonSOLE
30303M102METAMeta Platforms Inc Class A$2.7M0.41%4,668CommonSOLE
464287630IWNiShares Russell 2000 Value ETF$2.6M0.40%15,769CommonSOLE
74762E102QUREQuanta Services Inc$2.5M0.38%8,429CommonSOLE
512807306LRCXLam Research Corp$2.5M0.38%3,069CommonSOLE
46434G764EMXCiShares MSCI Emerging Mkts Ex China ETF$2.5M0.38%40,438CommonSOLE
316092873FCOMFidelity MSCI Communication Services ETF$2.5M0.38%44,671CommonSOLE
92204A306VDEVanguard Energy ETF$2.4M0.37%19,833CommonSOLE
316092865FUTYFidelity MSCI Utilities ETF$2.4M0.36%45,972CommonSOLE
036752103ELVElevance Health$2.4M0.36%4,555CommonSOLE
92343V104VZVerizon Communications Inc$2.4M0.36%52,485CommonSOLE
40412C101HCAHca Holdings Inc$2.3M0.34%5,544CommonSOLE
46434V696IPACiShares Core MSCI Pacific ETF$2.2M0.34%33,401CommonSOLE
464288273SCZiShares MSCI EAFE Small Cap ETF$2.2M0.34%32,594CommonSOLE
G29183103ETNEaton Corp$2.2M0.34%6,644CommonSOLE
922042775VEUVanguard Ftse All-World Ex-US ETF$2.2M0.33%34,865CommonSOLE
084990175Berkshire Htwy Cl A$2.1M0.32%3CommonSOLE
24703L202DELLDell Technologies Inc$2.1M0.32%17,460CommonSOLE
46434V738IEURiShares Core MSCI Europe ETF$2.1M0.31%33,646CommonSOLE
595112103MUMicron Technology Inc$2.0M0.31%19,545CommonSOLE
48251W104KKRKkr Co Inc$1.9M0.30%14,898CommonSOLE
81369Y308XLPSPDR S P Consumer Staples ETF$1.9M0.28%22,398CommonSOLE
25434V807DFIVDimensional International Val ETF$1.8M0.28%48,198CommonSOLE
532457108LLYEli Lilly Co$1.8M0.27%2,009CommonSOLE
922908629VOVanguard Mid-Cap ETF$1.7M0.26%6,374CommonSOLE
872590104TMUST-Mobile US Inc$1.7M0.26%8,114CommonSOLE
46641Q191BBEUJP Morgan Betabuilders Europe ETF$1.6M0.25%26,154CommonSOLE
911363109URIUnited Rentals Inc$1.6M0.24%1,941CommonSOLE
46625H100JPMJP Morgan Chase Co$1.6M0.24%7,355CommonSOLE
02079K107GOOGAlphabet Inc C$1.5M0.24%9,270CommonSOLE
921909768VXUSVanguard Total Intl Stock ETF$1.5M0.24%23,907CommonSOLE
747525103QCOMQualcomm Inc$1.5M0.23%9,042CommonSOLE
12008R107BLDRBuilders Firstsource Inc$1.5M0.23%7,874CommonSOLE
91324P102UNHUnitedhealth Group Inc$1.5M0.23%2,608CommonSOLE
81369Y506XLESPDR S P Energy ETF$1.5M0.23%16,965CommonSOLE
88033G407THCTenet Healthcare Corp$1.5M0.23%8,941CommonSOLE
526057104LENLennar Corp-A$1.5M0.22%7,848CommonSOLE
464288257ACWIiShares MSCI Acwi ETF$1.5M0.22%12,279CommonSOLE
68389X105ORCLOracle Corp$1.4M0.22%8,413CommonSOLE
701094104PHParker Hannifin Corp$1.4M0.22%2,245CommonSOLE
92204A801VAWVanguard Materials ETF$1.4M0.21%6,603CommonSOLE
931142103WMTWal-Mart Stores Inc$1.3M0.20%16,608CommonSOLE
42824C109HPEHewlett Packard Ente$1.3M0.20%65,079CommonSOLE
46138E743PXFPowershares FTSE RAFI Dev ETF$1.3M0.20%25,148CommonSOLE
G87052109TELTe Connectivity Ltd$1.3M0.20%8,645CommonSOLE
46138E222IDMOInvesco S P International Momentum ETF$1.3M0.20%30,992CommonSOLE
92204A603VISVanguard Industrials ETF$1.3M0.20%5,008CommonSOLE
745867101PHMPulte Group Inc$1.3M0.20%8,915CommonSOLE
23331A109DHIDr Horton Inc$1.3M0.19%6,589CommonSOLE
02209S103MOAltria Group Inc$1.3M0.19%24,557CommonSOLE
466313103JBLJabil Inc$1.2M0.19%10,358CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc$1.2M0.19%12,685CommonSOLE
889478103TOLToll Brothers Inc$1.2M0.18%7,780CommonSOLE
Y2573F102FLEXFlex Ltd$1.2M0.18%34,807CommonSOLE
92840M102VSTVistra Energy Corp$1.2M0.18%9,797CommonSOLE
023135106AMZNAmazon Com Inc$1.1M0.17%6,145CommonSOLE
81369Y100XLBSPDR S P Materials ETF$1.1M0.17%11,785CommonSOLE
64110D104NTAPNetapp Inc$1.1M0.17%9,114CommonSOLE
40434L105HPQHewlett-Packard Co$1.1M0.17%31,228CommonSOLE
N07059202ASMLFAsml Hldgs Nv Ord$1.1M0.16%1,285CommonSOLE
808524797SCHDSchwab US Dividend ETF$1.1M0.16%12,576CommonSOLE
06738E204BCSBarclays Plc - Adr$1.1M0.16%87,385CommonSOLE
219350105GLWCorning Inc$1.0M0.16%22,988CommonSOLE
501044101KRKroger Co$1.0M0.16%17,968CommonSOLE
922908363VOOVanguard S P 500 ETF$1.0M0.16%1,940CommonSOLE
168919108CICHYChina Construction Bank Corp$1.0M0.16%68,837CommonSOLE
46284V101IRMIron Mountain Inc$1.0M0.15%8,526CommonSOLE
969904101WSMWilliams-Sonoma Inc$1.0M0.15%6,512CommonSOLE
23918K108DVADavita Inc$1.0M0.15%6,136CommonSOLE
316092501FNCLFidelity MSCI Financials ETF$1.0M0.15%15,731CommonSOLE
913903100UHSUniversal Hlth Svcs$1.0M0.15%4,367CommonSOLE
46137V282RSPTInvesco SP500 EqlWt Tech ETF$995,1130.15%26,395CommonSOLE
433578507HTHIYHitachi Ltd -Adr$974,6700.15%18,390CommonSOLE
G4R54M573ISRCFiShares SP500 Info Tech UCITS ETF$971,4240.15%30,357CommonSOLE
192446102CTSHCognizant Technology Solutions Corp$951,1660.14%12,324CommonSOLE
337738108FISVFiserv Inc$948,1920.14%5,278CommonSOLE
H42097107UBSUbs Ag$937,1290.14%30,318CommonSOLE
74347R248CSMProshares Large Cap Core PlUS ETF$907,4290.14%13,880CommonSOLE
11135F101AVGOAvago Technologies Ltd$905,6250.14%5,250CommonSOLE
380237107GDDYGoDaddy Inc$901,7980.14%5,752CommonSOLE
91529Y106UNMUnum Group$897,6030.14%15,101CommonSOLE
504922105LHLaboratory Corp of America Holdings$865,7610.13%3,874CommonSOLE
12514G108CDWCdw Corp$845,6830.13%3,737CommonSOLE
526057302LEN/BNon Taxable Spinoff Lennar$842,0440.13%4,869CommonSOLE
92189F643MOATVaneck Vectors Morningstar Wide Moat ETF$833,7050.13%8,599CommonSOLE
922908751VBVanguard Small Cap ETF$827,5740.13%3,488CommonSOLE
14149Y108CAHCardinal Health Inc$825,4730.13%7,469CommonSOLE
B50YWZ5GBiShares SP500 Core UCITS ETF$823,3360.13%1,356CommonSOLE
G0450A105ACGLArch Capital Group Ltd$819,9680.12%7,329CommonSOLE
759351604RGAReinsurance Group of America Inc$815,0510.12%3,741CommonSOLE
874039100TSMTsmc$814,3380.12%4,689CommonSOLE
464288497IEUSiShares MSCI Europe Small-Cap ETF$812,7090.12%13,431CommonSOLE
077454106BDCBelden Inc$810,1880.12%6,917CommonSOLE
303901102FRFHFFairfax Financial Holdings Ltd$803,0740.12%636CommonSOLE
BD8BRX7GBiShares Europe UCITS ETF$800,0210.12%22,024CommonSOLE
42281P205Heidelbergcement Ag$793,4270.12%36,513CommonSOLE
690742101OCOwens-Corning Inc$785,5140.12%4,450CommonSOLE
808524409SCHVSchwab US Large-Cap Value ETF$781,9190.12%9,729CommonSOLE
87165B103SYFSynchrony Financial$777,1800.12%15,581CommonSOLE
881624209TEVATeva Pharmaceutical Industries Ltd$777,0040.12%43,119CommonSOLE
74834L100DGXQuest Diagnostics Inc$774,2310.12%4,987CommonSOLE
416515104HIGHartford Financial Services Group Inc$774,2260.12%6,583CommonSOLE
670100205NVONovo-Nordisk As Adr$766,8100.12%6,440CommonSOLE
204280309CODYYCompagnie de Saint-Gobain SA$762,7140.12%41,724CommonSOLE
629377508NRGNrg Energy Inc$759,4090.12%8,336CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd$750,8810.11%9,432CommonSOLE
375558103GILDGilead Sciences Inc$743,9120.11%8,873CommonSOLE
29364G103ETREntergy Corp$739,2530.11%5,617CommonSOLE
464287879IJSiShares S P Smallcap 600 Value ETF$727,3500.11%6,756CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$722,9480.11%3,809CommonSOLE
03073E105CORAmerisourceBergen Corp$717,7800.11%3,189CommonSOLE
668771108GENNortonlifelock Inc$699,8490.11%25,514CommonSOLE
316092857FRELFidelity Real Estate ETF$690,7750.11%23,432CommonSOLE
35671D857FCXFreeport-Mcmoran Inc$690,6430.11%13,835CommonSOLE
47215P106JDJd Com Inc$688,7600.10%17,219CommonSOLE
464287200IVViShares S P 500 ETF$686,4200.10%1,190CommonSOLE
72147K108PPCPilgrims Pride Corp$681,9540.10%14,809CommonSOLE
05946K101BBVABanco Bilbao Argen$677,4340.10%62,494CommonSOLE
315616102FFIVF5 Networks Inc$675,7930.10%3,069CommonSOLE
G7496G103RNRRenaissancere Holdings Ltd$674,4620.10%2,476CommonSOLE
48241A105KBKB Financial Group Inc$671,5930.10%10,876CommonSOLE
46641Q233BBAXJP Morgan Betabuilders Dev Asia Ex-Jpn ETF$670,6200.10%12,412CommonSOLE
48020Q107JLLJones Lang Lasalle Inc$665,0810.10%2,465CommonSOLE
15135B101CNCCentene Corp$660,2800.10%8,771CommonSOLE
91913Y100VLOValero Energy Corp$658,4060.10%4,876CommonSOLE
336433107FSLRFirst Solar Inc$651,5370.10%2,612CommonSOLE
928881101VNTVontier Corp$649,4610.10%19,249CommonSOLE
172755100CRUSCirrUS Logic Inc$647,5060.10%5,213CommonSOLE
606822104MUFGMitsubishi UFJ Finl-Spon Adr$634,5390.10%62,332CommonSOLE
438128308HMCHonda Motor Co Ltd$629,4910.10%19,839CommonSOLE
92204A876VPUVanguard Utilities ETF$624,4910.10%3,588CommonSOLE
K72807140NONOFNovo-Nordisk A-S Ord$613,2860.09%5,218CommonSOLE
666807102NOCNorthrop Grumman Corp$607,8080.09%1,151CommonSOLE
56585A102MPCMarathon Petroleum Corp$604,3960.09%3,710CommonSOLE
744320102PRUPrudential Financial$599,6870.09%4,952CommonSOLE
682189105ONOn Semiconductor Corp$597,3620.09%8,227CommonSOLE
770700102HOODROBINHOOD MARKETS CL A ORD$596,6940.09%25,478CommonSOLE
606827202MITSYMitsui And Co Ltd$595,1740.09%1,340CommonSOLE
33738R118TDIVFirst Trust Nasdaq Technology Div ETF$590,2050.09%7,350CommonSOLE
928254101VIRTVirtu Financial Inc A$585,1060.09%19,209CommonSOLE
21036P108STZConstellation Brands Inc$584,4400.09%2,268CommonSOLE
718546104PSXPhillips 66$578,6420.09%4,402CommonSOLE
705573103PEGAPegasystems Inc$569,0780.09%7,786CommonSOLE
125523100CICigna Corp$568,8540.09%1,642CommonSOLE
244199105DEDeere Co$566,3160.09%1,357CommonSOLE
053807103AVTAvnet Inc$549,9970.08%10,127CommonSOLE
21037T109CEGConstellation Energy Ord Wi$547,3420.08%2,105CommonSOLE
05990K106BANCBanc of California Inc$546,2910.08%37,087CommonSOLE
37045V100GMGeneral Motors Co$541,3980.08%12,074CommonSOLE
457187102INGRIngredion Inc Com$539,9620.08%3,929CommonSOLE
88557W101QFIN360 Digitech Inc$533,6580.08%17,902CommonSOLE
20030N101CMCSAComcast Corp$532,0660.08%12,738CommonSOLE
431284108HIWHighwoods Properties Inc$528,5860.08%15,774CommonSOLE
22160K105COSTCostco Wholesale Corp$528,3650.08%596CommonSOLE
413216300HMYHarmony Gold Mining Co Ltd$528,0560.08%51,923CommonSOLE
12504L109CBRECBRE Group Inc$522,4420.08%4,197CommonSOLE
G9T17W103Vanguard FTSE Emgmkts UCITS ETF$521,9020.08%7,718CommonSOLE
56501R106MFCManulife Financial$519,7540.08%17,589CommonSOLE
565849106MRO*Marathon Oil Corp$511,7750.08%19,218CommonSOLE
N00985106AERAercap Holdings Nv$511,2030.08%5,397CommonSOLE
881575401TSCDYTesco Plc - Adr$508,1690.08%35,022CommonSOLE
58933Y105MRKMerck Co Inc$507,6130.08%4,470CommonSOLE
H1467J104CBChubb Corp$500,9330.08%1,737CommonSOLE
81369Y860XLREReal Estate Select Sctr$500,0350.08%11,194CommonSOLE
929740108WABWabtec Corp$499,8670.08%2,750CommonSOLE
904678406UNCRYUnicredit Spa$497,1090.08%22,668CommonSOLE
69331C108PCGPg E Corp$488,7530.07%24,722CommonSOLE
D18190898DBDeutsche Bank Ag-Registered$485,8570.07%28,068CommonSOLE
553491101MSADYMS and AD Insurance Group Holdings Inc$483,7560.07%20,960CommonSOLE
87612E106TGTTarget Corporation$480,5160.07%3,083CommonSOLE
253393102DKSDick S Sporting Goods Inc$479,3830.07%2,297CommonSOLE
19762B202XCEMColumbia EM Core Exchina ETF$479,3750.07%14,673CommonSOLE
912008109USFDUS Food Holding Corp$475,2100.07%7,727CommonSOLE
464287457SHYiShares Barclays 1-3 Year Treasury ETF$473,9550.07%5,700CommonSOLE
136069101CMCan Imperial Bk of Commerce$470,9070.07%7,677CommonSOLE
46137V332RSPHInvesco SP500 EqlWtt Hlth Care ETF$469,4030.07%14,564CommonSOLE
48203R104JNPJuniper Networks Inc$468,3050.07%12,014CommonSOLE
808524706SCHESchwab Emerging Markets Equity ETF$465,8870.07%15,966CommonSOLE
92837L109VISTVista Oil And Gas Sab De Cv$463,2270.07%10,485CommonSOLE
68622V106OGNOrganon$462,3910.07%24,171CommonSOLE
858119100STLDSteel Dynamics Inc Com$462,3350.07%3,667CommonSOLE
883556102TMOThermo Fisher Scientific Inc$462,0710.07%747CommonSOLE
169656105CMGChipotle Mexican Grill Inc$458,0790.07%7,950CommonSOLE
05968L102CIBEURBancolombia Sa$450,8360.07%14,367CommonSOLE
G4R54M656ISRUFiShares SP500 Financials UCITS ETF$449,3180.07%34,391CommonSOLE
G2519Y108BAPCredicorp Ltd$448,9860.07%2,481CommonSOLE
626755102MUSAMurphy USA Inc$446,5400.07%906CommonSOLE
L6388F110TIGOMillicom International Cellular SA$446,4220.07%16,461CommonSOLE
78463V107GLDSPDR Gold Shares ETF$445,5280.07%1,833CommonSOLE
783549108RRyder System Inc$444,9810.07%3,052CommonSOLE
824596100SHGShinhan Financial Group Co Ltd$443,1470.07%10,459CommonSOLE
92826C839VVisa Inc$439,9200.07%1,600CommonSOLE
775781206RYCEYRolls Royce Holdings Spon Adr Each Rep 1$438,3900.07%62,095CommonSOLE
020002101ALLAllstate Corp$435,0570.07%2,294CommonSOLE
G25508105CRHCRH Plc$433,5590.07%4,675CommonSOLE
423403104MOMOMomo Inc$432,4760.07%56,830CommonSOLE
87162W100SNXSynnex Corp$431,5670.07%3,594CommonSOLE
25278X109FANGDiamondback Energy Inc$430,6550.07%2,498CommonSOLE
046353108AZNNAstrazeneca Plc-Spons Adr Astrazeneca Plc - Adr$429,2060.07%5,509CommonSOLE
370334104GISGeneral Mills Inc$423,8250.06%5,739CommonSOLE
05961W105BMABanco Macro Sa Adr Rep 10 Cls B Shs Ar$420,8140.06%6,627CommonSOLE
37954Y293MLPXGlobal X Mlp And Energy Infrastructure ETF$413,7760.06%7,602CommonSOLE
316092402FENYFidelity MSCI Energy ETF$413,7500.06%17,182CommonSOLE
059578104BDORYBanco Do Brasil Sa Spons Adr Ea Repr 1 O$412,1200.06%82,424CommonSOLE
92206C870VCITVanguard Inter-Term Corp Bond ETF$410,8770.06%4,906CommonSOLE
892331307TMToyota Motor Corp$409,6390.06%2,294CommonSOLE
G3223R108EGEverest Re Group Ltd$408,2860.06%1,042CommonSOLE
500467501ADRNYKoninklijke Ahold Nv$407,1710.06%11,785CommonSOLE
G3323L100FNFabrinet$406,6760.06%1,720CommonSOLE
464288356CMFiShares S P CA AMT-Free Municipal Bond ETF$398,7500.06%6,862CommonSOLE
00162Q387OUSAO Shares Ftse US Quality Dividend ETF$398,6970.06%7,383CommonSOLE
86562M209SMFGSumitomo Mitsui-Spons Adr$397,4400.06%31,468CommonSOLE
92857W308VODVodafone Group Plc- Adr$396,6110.06%39,582CommonSOLE
G4954M417iShares Japan Investablemkt UCITS ETF$392,7080.06%6,844CommonSOLE
031162100AMGNAmgen Inc$391,4850.06%1,215CommonSOLE
05329W102ANAutonation Inc$384,8560.06%2,151CommonSOLE
00162Q452AMLPAlerian MLP ETF$383,6850.06%8,141CommonSOLE
31620R303FNFFidelity National Financial Inc$380,2410.06%6,127CommonSOLE
705015105PSOPearson Plc$378,9960.06%27,929CommonSOLE
174610105CFGCitizens Financial Group$376,9400.06%9,178CommonSOLE
G4R54M607ISVFFiShares SP500 Healthcare UCITS ETF$374,8380.06%31,094CommonSOLE
BFNRKT1GBInvesco SP500 Communications UCITS ETF$372,4360.06%4,824CommonSOLE
464286509EWCiShares MSCI Canada ETF$371,3960.06%8,945CommonSOLE
46138E511PGXPowershares Preferred ETF$370,5000.06%30,000CommonSOLE
268353109EDPFYEdp - Energias De Portugal Sa$369,2630.06%8,059CommonSOLE
N3167Y103RACEFerrari Nv$368,5660.06%784CommonSOLE
852234103XYZSquare Inc$368,3420.06%5,487CommonSOLE
902494103TSNTyson Foods Inc$358,4910.05%6,019CommonSOLE
14040H105COFCapital One Financial Corp$357,4050.05%2,387CommonSOLE
34964C106FBINFortune Brands Innovations Inc$353,4640.05%3,948CommonSOLE
500472303PHGKoninkluke Philips Nv Adr$353,0480.05%10,790CommonSOLE
072743305Bayerische Motoren Werke Ag$352,8230.05%12,083CommonSOLE
921943858VEAVanguard Ftse Developed Markets ETF$349,3900.05%6,615CommonSOLE
358029106FMSFreseniUS Medical Care Ag Co Kgaa$346,6780.05%16,276CommonSOLE
681919106OMCOmnicom Group Inc$343,1510.05%3,319CommonSOLE
984245100YPFY P F Sociedad Anoni$342,2860.05%16,138CommonSOLE
15189T107CNPCenterpoint Energy Inc$341,8010.05%11,618CommonSOLE
742718109PGProcter Gamble Co$341,6230.05%1,972CommonSOLE
136385101CNQCanadian Natural Resources$341,2650.05%10,276CommonSOLE
889094108TKOMYTokio Marine Holdings Inc Adr$337,8760.05%9,219CommonSOLE
17275R102CSCOCisco Systems Inc$337,2010.05%6,336CommonSOLE
626188106MURGYMunchener Ruckversicherungs-Gesellschaft Ag Adr$335,3380.05%6,086CommonSOLE
46115H107ISNPYIntesa Sanpaolo$334,9970.05%13,040CommonSOLE
46137V613PRFInvesco FTSE RAFI US 1000 ETF$332,6080.05%8,186CommonSOLE
684060106ORANYOrange-Spon Adr$331,3580.05%28,864CommonSOLE
670346105NUENucor Corp$330,5970.05%2,199CommonSOLE
460690100IPGInterpublic Group of Cos Inc$330,1220.05%10,437CommonSOLE
042735100ARWArrow Electronics Inc$329,5510.05%2,481CommonSOLE
G25839104CCEPCoca-Cola European Partners Plc$329,3320.05%4,182CommonSOLE
03027X100AMTAmerican Tower Corp$325,5840.05%1,400CommonSOLE
464289867AORiShares Core Growth Allocation ETF$323,8650.05%5,467CommonSOLE
883203101TXTTextron Incorporated$317,4700.05%3,584CommonSOLE
45104G104IBNIcici Bank Ltd - Adr$313,0070.05%10,486CommonSOLE
907818108UNPUnion Pacific Corp$311,8220.05%1,265CommonSOLE
835699307SONYSony Group Corp$311,1480.05%3,222CommonSOLE
29082A107EMBJEmbraer S A Sponsored Adr Repstg Pfd Shs$309,9110.05%8,762CommonSOLE
77311W101RKTRocket Cos Inc-Class A$307,8450.05%16,042CommonSOLE
29286D105ENGIYEngie ADR$302,5480.05%17,448CommonSOLE
46090E103QQQInvesco QQQ Trust ETF$299,7470.05%614CommonSOLE
Y8162K204SBLKStar Bulk Carriers Corp$297,9960.05%12,579CommonSOLE
45675Y104IIIInformation Services Group Inc$294,5110.04%6,662CommonSOLE
737446104POSTPost Holdings Inc$293,8890.04%2,539CommonSOLE
35137L105FOXATwenty-First Century Fox-A$293,4730.04%6,933CommonSOLE
070830104BBWIBath Body Works Inc$289,8970.04%9,082CommonSOLE
B4LN9N1GBiShares SP500 Industrials UCITS ETF$286,8710.04%25,625CommonSOLE
921946406VYMVanguard High Dividend Yield ETF$282,0400.04%2,200CommonSOLE
595017104MCHPMicrochip Technology Inc$281,2550.04%3,503CommonSOLE
00287Y109ABBVAbbvie$277,6560.04%1,406CommonSOLE
B4MCHD3GBiShares SP500 ConsDiscretionary UCITS ETF$275,9500.04%20,231CommonSOLE
37954Y343MLPAGlobal X MLP ETF$275,5970.04%5,744CommonSOLE
48128B549JPM 4.625 Perp Preferred L$274,8000.04%12,000CommonSOLE
235851102DHRDanaher Corp$274,6830.04%988CommonSOLE
N82405106STLAStellantis Nv$273,1740.04%19,443CommonSOLE
88579Y101MMM3M Co$267,9320.04%1,960CommonSOLE
G8T03H104SSDRFSPDR SP400 Midcap UCITS ETF$265,4020.04%2,782CommonSOLE
03676B102AMAntero Midstream Corp$262,6070.04%17,449CommonSOLE
23355L106DXCD X C Technology Com$261,9270.04%12,623CommonSOLE
L1175H106B M European Value Retail Sa$261,9110.04%46,988CommonSOLE
464287655IWMiShares Russell 2000 ETF$260,7410.04%1,180CommonSOLE
46137V357RSPGuggenheim S P 500 Equal Wgt ETF$260,1400.04%1,452CommonSOLE
58463J304MPTMedical Properties Trust Inc$259,5760.04%44,372CommonSOLE
031652100AMKRAmkor Technology Inc$259,2430.04%8,472CommonSOLE
11275Q1071939900DBrookfield Infrastructure Corp$257,7130.04%5,934CommonSOLE
878742204TECKTeck Resources Ltd-Cls B$257,5430.04%4,930CommonSOLE
254709108DFSEURDiscover Financial Services$254,6260.04%1,815CommonSOLE
71654V101PBR/APetroleo Brasileiro Sa$254,5000.04%19,295CommonSOLE
78468R663BILSPDR Blmbg Barclays 1-3 Mth T-Bill ETF$250,2740.04%2,726CommonSOLE
900111204TKCTurkcell Iletisim Hizmetleri AS$246,9570.04%35,895CommonSOLE
857477855State Street Corp 5.35 Perp Pfd$246,7000.04%10,000CommonSOLE
74736K101QRVOQorvo Inc$245,5440.04%2,377CommonSOLE
03769M106APOApollo Global Management Inc$245,0730.04%1,962CommonSOLE
09260D107BXBlackstone Group Lp$245,0080.04%1,600CommonSOLE
279158109ECEcopetrol S A Sponsored Adr$241,4490.04%27,038CommonSOLE
70959W103PAGPenske Automotive Group Inc$241,3560.04%1,486CommonSOLE
00724F101ADBEAdobe Systems Inc$241,2850.04%466CommonSOLE
465717106ITOCYItochu Corp$239,3050.04%2,223CommonSOLE
37733W204GSKGlaxosmithkline Plc Adr$235,3870.04%5,758CommonSOLE
0053673GBAshtead Group Plc$233,1860.04%3,013CommonSOLE
46432F388VLUEiShares Edge MSCI USA Value ETF$232,8000.04%2,135CommonSOLE
45262P102IMBBYImperial Brands Plc American Depositary Receipts S$231,3090.04%7,957CommonSOLE
197236102COLBColumbia Banking System Inc$231,1250.04%8,852CommonSOLE
032095101APHAmphenol Corp$228,5810.03%3,508CommonSOLE
B40B8R3GBiShares SP500 ConsStaples UCITS ETF$228,1380.03%24,657CommonSOLE
37637Q105GBCIGlacier Bancorp Inc$227,8760.03%2,084CommonSOLE
922908736VUGVanguard Growth ETF$227,3290.03%592CommonSOLE
48268K101KTKt Corp$226,8550.03%14,750CommonSOLE
89677Q107TCOMTrip Com Group Ltd$221,5550.03%3,728CommonSOLE
126408103CSXCsx Corp$214,3270.03%6,207CommonSOLE
G02602103DOXAmdocs Ltd$214,0630.03%2,447CommonSOLE
780259305SHELShell Adr Each Rep 2 Ord Wi$210,5120.03%3,192CommonSOLE
09290D101BLKBlackrock Inc$209,8410.03%221CommonSOLE
Y002A1105AAIGFAia Group Ltd Ord$209,7960.03%23,413CommonSOLE
928856301VOLVFVolvo Ab-B Shs$207,1270.03%7,847CommonSOLE
0454492GBImperial Brands Plc$206,1940.03%7,094CommonSOLE
388689101GPKGraphic Packaging Holding Co$201,1820.03%6,799CommonSOLE
46435G516ESGDiShares MSCI EAFE ESG ETF$197,5570.03%2,347CommonSOLE
617446448MSMorgan Stanley$195,0330.03%1,871CommonSOLE
309627107FMNBLeonardo Spa$194,0990.03%8,707CommonSOLE
281020107EIXEdison International$193,6010.03%2,223CommonSOLE
191241108KOFCoca-Cola Femsa Sab De Cv$191,4570.03%2,158CommonSOLE
464288570DSIiShares MSCI Kld 400 Social ETF$190,8650.03%1,754CommonSOLE
654106103NKENike Inc$189,7940.03%2,147CommonSOLE
H8404J162SWSDFSwiss Life Holding Ag-Reg$189,5250.03%227CommonSOLE
B0R7JF1FRIpsen$189,2380.03%1,538CommonSOLE
191216100KOCoca-Cola Co$188,7760.03%2,627CommonSOLE
85207K107PSLVSprott Physical Silver Trust CEF$188,1000.03%18,000CommonSOLE
35473P819FLCHFranklin Ftse China ETF$186,7210.03%9,285CommonSOLE
92537N108VRTVertiv Holdings Co$186,4440.03%1,874CommonSOLE
5641567FRCarrefour Sa$186,3760.03%863CommonSOLE
054536107AXAHYAxa Sa$185,7910.03%4,812CommonSOLE
30161N101EXCExelon Corp$184,9480.03%4,561CommonSOLE
85207H104PHYSSprott Physical Gold Trust CEF$183,4200.03%9,000CommonSOLE
25434V609DFATDFA Targeted US Smcap Value ETF$183,3560.03%3,296CommonSOLE
138006309CAJPYCanon Inc$183,3180.03%5,572CommonSOLE
88032Q109TCEHYTencent Holdings Limited Unsp Adr Each R$182,8750.03%3,301CommonSOLE
B0C2CQ3FREngie$182,8310.03%10,583CommonSOLE
65249B109NWSANews Corp - Class A$181,7230.03%6,824CommonSOLE
29452E101EQHEquitable Holdings Inc$181,6950.03%4,323CommonSOLE
713448108PEPPepsico Inc$178,3820.03%1,049CommonSOLE
921910733ESGVVanguard ESG US Stock ETF$178,0780.03%1,751CommonSOLE
G8994E103TTTrane Technologies Plc$178,0380.03%458CommonSOLE
5231485DEAllianz Se-Reg$177,7090.03%541CommonSOLE
29265W207ENLAYEnel Un Spon Adr Ea Repr 1 Ord Shs$177,4680.03%22,295CommonSOLE
J7596P109SFTBFSoftbank Corp Ord$176,0140.03%3,000CommonSOLE
74164M108PRIPrimerica Inc$174,7330.03%659CommonSOLE
92189F676SMHVaneck Semiconductor ETF$171,8150.03%700CommonSOLE
75629J101RCRUYRecruit Holdings Co Ltd$171,3600.03%14,127CommonSOLE
98980L101ZNGAZoom Video Communications-A$170,4440.03%2,444CommonSOLE
76206K107RNMBYRheinmetall Ag$170,2590.03%1,574CommonSOLE
294821608ERICTelefonaktiebolaget Lm Ericsson$170,1250.03%22,444CommonSOLE
W0817X204ASAZFAssa Abloy Ab Ord$169,1870.03%5,031CommonSOLE
110122108BMYBristol-Myers Squibb Co$165,5680.03%3,200CommonSOLE
002824100ABTAbbott Laboratories$165,4280.03%1,451CommonSOLE
861012102STMStmicroelectronics Nv$165,0600.03%5,552CommonSOLE
95082P105WCCWesco International Inc$162,9400.02%970CommonSOLE
5889505DEInfineon Technologies Ag$161,4560.02%4,609CommonSOLE
060505104BACBank of America Corp$160,2710.02%4,039CommonSOLE
233825207MBGYYMercedes-Benz Group Ag$159,6170.02%9,908CommonSOLE
46641Q332JEPIJP Morgan Equity Premium Income ETF$158,4370.02%2,662CommonSOLE
38141G104GSGoldman Sachs Group Inc$157,4440.02%318CommonSOLE
74251V102PFGPrincipal Financial Group Inc$156,1660.02%1,818CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$155,5830.02%148CommonSOLE
450737101IBDRYIberdrola SA$155,3460.02%2,506CommonSOLE
37954Y657PFFDGlobal X US Preferred ETF$154,8730.02%7,453CommonSOLE
F31665106ESLOFEssilor Luxottica Intl Ord$152,6850.02%645CommonSOLE
B1XZS82GBAnglo American Plc$150,4950.02%4,632CommonSOLE
5669354ESRepsol Sa$148,7630.02%11,279CommonSOLE
867224107SUSuncor Energy Inc$148,0490.02%4,010CommonSOLE
466110103Jbs Sa$147,5620.02%12,699CommonSOLE
31428X106FDXFedex Corp$147,2390.02%538CommonSOLE
808516702Total Market Equity Index Pool$147,1000.02%2,704CommonSOLE
00215W100ASXAse Technology Holding -Adr$146,8090.02%15,042CommonSOLE
78468R788SPYDSPDR Portfolio S P 500 High Div ETF$146,3990.02%3,207CommonSOLE
05965X109BSACBANCO SANTANDER CHILE$146,0250.02%7,034CommonSOLE
369550108GDGeneral Dynamics Corp$145,9620.02%483CommonSOLE
59156R108METMetlife Inc$145,4940.02%1,764CommonSOLE
040413106ANETEURArista Networks Inc$145,4670.02%379CommonSOLE
872657101TPGTPG PARTNERS LLC CL A COM$144,5900.02%2,512CommonSOLE
053906103ASMAvino Silver And Gold Mines Ltd$143,7290.02%219CommonSOLE
29250N105ENBEmbridge Inc$142,1350.02%3,500CommonSOLE
65290E101NXTNext Plc$141,3110.02%1,080CommonSOLE
464288414MUBiShares S P National AMT-Free Municipal Bond ETF$140,5670.02%1,294CommonSOLE
4768962DERwe Ag$139,4070.02%3,831CommonSOLE
BF5CXX9GBLg Asia Pacific Exjapan ETF$138,7660.02%9,476CommonSOLE
05565A202BNPQYBNP Paribas-Adr$138,4520.02%4,033CommonSOLE
654624105NTTYYNippon Telegraph Telephone Corp$137,3640.02%5,370CommonSOLE
78464A474SPSBSPDR Short Term Corporate Bond ETF$134,2000.02%4,432CommonSOLE
19247G107COHRCoherent Corp$133,3650.02%1,500CommonSOLE
224441105CXTCrane NXT Co$133,2930.02%2,376CommonSOLE
647581206EDUNew Oriental Education Technology Grou$132,3400.02%1,745CommonSOLE
45866F104ICEIntercontinentalexchange Inc$131,8850.02%821CommonSOLE
013091103ACIAlbertsons Companies Inc$128,4170.02%6,949CommonSOLE
29446M102EQNREquinor Asa$128,2960.02%5,065CommonSOLE
B02KXM0GBiShares Eurostoxx Small UCITS ETF$128,2540.02%2,657CommonSOLE
910873405UMCUnited Microelectron-Sp Adr$128,0090.02%15,203CommonSOLE
055622104BPBP Plc$127,6940.02%4,068CommonSOLE
12673P105Ca Inc$127,4650.02%7,477CommonSOLE
921937819BIVVanguard Inter-Term Bond ETF$127,1940.02%1,623CommonSOLE
26874R108EEni Spa$126,0280.02%4,158CommonSOLE
459348108ICAGYInternational Consolidated Airlines Group SA$125,1040.02%22,976CommonSOLE
66981J102MNSOMiniso Group Holding Ltd$124,9020.02%7,121CommonSOLE
G1151C101ACNAccenture Plc$124,7780.02%353CommonSOLE
496902404KGCKinross Gold Corp$124,7120.02%13,324CommonSOLE
78467K107SSEZYSSE PLC$124,3750.02%4,832CommonSOLE
G8T03D145SPDR Russell2000 UCITS ETF$123,5200.02%1,930CommonSOLE
J46840104MRAAFMurata MFg Co Ltd Ord$123,1000.02%6,300CommonSOLE
501889208LKQLkq Corp$122,9530.02%3,080CommonSOLE
651639106NEMNewmont Mining Corp$122,6140.02%2,294CommonSOLE
059520106BCHBanco De Chile$122,4240.02%4,837CommonSOLE
437076102HDHome Depot Inc$122,3700.02%302CommonSOLE
653656108NICENice Systems Ltd$121,5690.02%700CommonSOLE
72341E304PNGAYPing An Insurance (Group) Co. of China Ltd$119,1790.02%9,542CommonSOLE
443201108HWMHowmet Aerospace Inc$118,7960.02%1,185CommonSOLE
29261A100EHCEncompass Health Corp$118,2870.02%1,224CommonSOLE
H2906T109GRMNGarmin Ltd$117,5880.02%668CommonSOLE
808524870SCHPSchwab US Tips ETF$117,0200.02%2,182CommonSOLE
205887102CAGConagra Foods Inc$116,2260.02%3,574CommonSOLE
000375204ABBNYAbb Ltd$115,8400.02%2,000CommonSOLE
N07059210ASMLAsml Holding Nv$114,9880.02%138CommonSOLE
902973304USBUS Bancorp$113,3290.02%2,478CommonSOLE
548661107LOWLowe'S Cos Inc$112,9440.02%417CommonSOLE
921932885IVOOVanguard S P Mid-Cap 400 ETF$112,6010.02%1,066CommonSOLE
803054204SAPSap Ag$112,2590.02%490CommonSOLE
78464A862XSDSPDR S P Semiconductor ETF$111,7160.02%465CommonSOLE
H57312649NSRGFNestle Sa Ord$110,5330.02%1,100CommonSOLE
46982L108JJacobs Engineering Group Inc$109,0390.02%833CommonSOLE
79466L302CRMSalesforce Com Inc$108,1150.02%395CommonSOLE
21874C102CNMCORE and MAIN INC-CLASS A$107,7580.02%2,427CommonSOLE
89417E109TRVTravelers Cos Inc$107,6950.02%460CommonSOLE
81762P102NOWServicenow Inc$107,3260.02%120CommonSOLE
808516801International Equity Index Pool$106,6660.02%4,855CommonSOLE
91307C102UTHRUnited Therapeutics Corp$106,4290.02%297CommonSOLE
126650100CVSCvs Caremark Corp$105,7010.02%1,681CommonSOLE
904767704Unilever Plc Adr$105,6890.02%1,627CommonSOLE
364760108GAPThe GAP Inc$105,5310.02%4,786CommonSOLE
760759100RSGRepublic Services Inc$104,2350.02%519CommonSOLE
92206C623VTWGVanguard Russell 2000 Growth ETF$103,0030.02%497CommonSOLE
256677105DGDollar General Corp$102,3700.02%876CommonSOLE
80105N105SNYSanofi-Aventis Sa$101,9470.02%1,769CommonSOLE
59410T106MGDDYCie Generale des Etablissements Michelin SA ADR$100,7280.02%4,962CommonSOLE
526250105LNVGYLenovo Group Ltd$100,4730.02%3,749CommonSOLE
04621X108AIZAssurant Inc$99,8270.02%502CommonSOLE
B42NKQ0GBiShares SP500 Energy UCITS ETF$98,4870.02%11,160CommonSOLE
921935805VFVAVanguard US Value Factor ETF$98,2400.01%815CommonSOLE
398438408GRFSGrifols SA$97,4490.01%10,974CommonSOLE
228368106CCKCrown Holdings Inc$95,8800.01%1,000CommonSOLE

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.