MondegarAI
BENJAMIN EDWARDS INC

Q4 2024 · 13F-HR

BENJAMIN EDWARDS INCholdings as filed

Filed 2025-02-14 · accession 0001451623-25-000001

$6.99B
Reported value
1,104
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1104

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$204.4M2.92%816,103CommonSOLE
594918104MSFTMICROSOFT CORP$134.4M1.92%318,573CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$116.7M1.67%1,184,911CommonSOLE
78464A821MDYGSPDR SER TR$102.9M1.47%1,184,278CommonSOLE
78464A383SPMBSPDR SER TR$94.1M1.35%4,367,937CommonSOLE
464287671IUSGISHARES TR$86.5M1.24%620,671CommonSOLE
437076102HDHOME DEPOT INC$82.8M1.18%212,803CommonSOLE
464287663IUSVISHARES TR$81.6M1.17%881,337CommonSOLE
46435U473HYBBISHARES TR$81.6M1.17%1,773,681CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$77.3M1.11%4,179,349CommonSOLE
67066G104NVDANVIDIA CORPORATION$75.6M1.08%562,907CommonSOLE
98149E303GLDMWORLD GOLD TR$71.5M1.02%1,375,700CommonSOLE
931142103WMTWALMART INC$67.9M0.97%751,130CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$66.9M0.96%72,826CommonSOLE
11135F101AVGOBROADCOM INC$65.5M0.94%282,475CommonSOLE
00287Y109ABBVABBVIE INC$62.6M0.90%352,098CommonSOLE
580135101MCDMCDONALDS CORP$60.0M0.86%207,010CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$59.3M0.85%202,516CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$57.4M0.82%714,507CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$54.9M0.78%155,795CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$54.5M0.78%1,595,808CommonSOLE
833034101SNASNAP ON INC$54.2M0.78%159,697CommonSOLE
023135106AMZNAMAZON COM INC$54.2M0.78%247,084CommonSOLE
92939U106WECWEC ENERGY GROUP INC$54.1M0.77%575,198CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$54.0M0.77%102,593CommonSOLE
30231G102XOMEXXON MOBIL CORP$53.9M0.77%501,172CommonSOLE
942622200WSOWATSCO INC$51.6M0.74%108,766CommonSOLE
863667101SYKSTRYKER CORPORATION$51.2M0.73%142,039CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$47.8M0.68%188,428CommonSOLE
78468R606SPHYSPDR SER TR$46.6M0.67%1,985,824CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$46.0M0.66%866,760CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$45.9M0.66%588,250CommonSOLE
747525103QCOMQUALCOMM INC$45.9M0.66%298,489CommonSOLE
78464A839MDYVSPDR SER TR$45.8M0.66%571,373CommonSOLE
760759100RSGREPUBLIC SVCS INC$45.8M0.66%227,735CommonSOLE
032095101APHAMPHENOL CORP NEW$45.0M0.64%647,896CommonSOLE
147528103CASYCASEYS GEN STORES INC$44.3M0.63%111,884CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$43.6M0.62%1,089,676CommonSOLE
882508104TXNTEXAS INSTRS INC$42.9M0.61%228,828CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$42.1M0.60%123,690CommonSOLE
78409V104SPGIS&P GLOBAL INC$41.6M0.59%83,531CommonSOLE
78464A409SPYGSPDR SER TR$41.2M0.59%468,225CommonSOLE
049560105ATOATMOS ENERGY CORP$41.0M0.59%294,123CommonSOLE
002824100ABTABBOTT LABS$39.4M0.56%348,332CommonSOLE
311900104FASTFASTENAL CO$39.3M0.56%546,744CommonSOLE
09290D101BLKBLACKROCK INC$39.3M0.56%38,293CommonSOLE
58933Y105MRKMERCK & CO INC$38.9M0.56%391,450CommonSOLE
26875P101EOGEOG RES INC$37.6M0.54%306,725CommonSOLE
872590104TMUST-MOBILE US INC$37.3M0.53%168,907CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$36.7M0.53%295,025CommonSOLE
78464A201SLYGSPDR SER TR$36.4M0.52%403,389CommonSOLE
579780206MKCMCCORMICK & CO INC$35.4M0.51%463,837CommonSOLE
46138G300XSHQINVESCO EXCH TRADED FD TR II$35.3M0.51%834,530CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$35.3M0.51%147,225CommonSOLE
461202103INTUINTUIT$34.9M0.50%55,546CommonSOLE
72201R882ZROZPIMCO ETF TR$34.7M0.50%505,170CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$34.3M0.49%74,274CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$33.8M0.48%149,536CommonSOLE
78464A508SPYVSPDR SER TR$32.3M0.46%632,296CommonSOLE
172908105CTASCINTAS CORP$31.2M0.45%170,928CommonSOLE
631103108NDAQNASDAQ INC$31.2M0.45%402,972CommonSOLE
02079K305GOOGLALPHABET INC$31.0M0.44%163,726CommonSOLE
22052L104CTVACORTEVA INC$31.0M0.44%543,544CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$30.0M0.43%514,998CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$29.0M0.42%102,303CommonSOLE
29444U700EQIXEQUINIX INC$28.9M0.41%30,602CommonSOLE
30303M102METAMETA PLATFORMS INC$28.9M0.41%49,297CommonSOLE
46436E205IBDUISHARES TR$28.7M0.41%1,257,084CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$28.1M0.40%587,605CommonSOLE
464287200IVVISHARES TR$27.7M0.40%47,033CommonSOLE
742718109PGPROCTER AND GAMBLE CO$27.7M0.40%165,120CommonSOLE
009158106APDAIR PRODS & CHEMS INC$27.0M0.39%93,080CommonSOLE
98978V103ZTSZOETIS INC$25.7M0.37%157,678CommonSOLE
46090E103QQQINVESCO QQQ TR$25.6M0.37%50,076CommonSOLE
922908512VOEVANGUARD INDEX FDS$25.5M0.36%157,548CommonSOLE
37954Y871URAGLOBAL X FDS$25.4M0.36%947,463CommonSOLE
609207105MDLZMONDELEZ INTL INC$25.1M0.36%419,832CommonSOLE
92826C839VVISA INC$24.2M0.35%76,661CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$23.9M0.34%47,285CommonSOLE
02079K107GOOGALPHABET INC$23.8M0.34%124,933CommonSOLE
G8473T100STESTERIS PLC$23.6M0.34%114,861CommonSOLE
075887109BDXBECTON DICKINSON & CO$23.5M0.34%103,757CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$23.1M0.33%309,245CommonSOLE
682680103OKEONEOK INC NEW$22.8M0.33%227,264CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$22.8M0.33%46,802CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$22.7M0.32%129,514CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$22.6M0.32%640,279CommonSOLE
922908538VOTVANGUARD INDEX FDS$22.5M0.32%88,704CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$21.9M0.31%502,811CommonSOLE
464288646IGSBISHARES TR$21.3M0.30%412,223CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$21.3M0.30%96,780CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$21.2M0.30%796,887CommonSOLE
166764100CVXCHEVRON CORP NEW$21.0M0.30%145,012CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$20.6M0.29%84,618CommonSOLE
032654105ADIANALOG DEVICES INC$20.4M0.29%96,138CommonSOLE
65339F101NEENEXTERA ENERGY INC$20.4M0.29%284,936CommonSOLE
73278L105POOLPOOL CORP$19.7M0.28%57,767CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$19.7M0.28%332,591CommonSOLE
G5960L103MDTMEDTRONIC PLC$19.2M0.27%240,471CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$19.0M0.27%150,525CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$18.9M0.27%214,655CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$18.7M0.27%888,041CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$18.5M0.26%244,547CommonSOLE
922908769VTIVANGUARD INDEX FDS$18.2M0.26%62,737CommonSOLE
478160104JNJJOHNSON & JOHNSON$18.1M0.26%125,467CommonSOLE
713448108PEPPEPSICO INC$17.5M0.25%114,837CommonSOLE
88160R101TSLATESLA INC$17.4M0.25%42,994CommonSOLE
548661107LOWLOWES COS INC$16.9M0.24%68,415CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$16.6M0.24%28,302CommonSOLE
375558103GILDGILEAD SCIENCES INC$16.3M0.23%176,169CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$15.9M0.23%221,797CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$15.8M0.23%68,097CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$15.8M0.23%89,390CommonSOLE
922908629VOVANGUARD INDEX FDS$15.7M0.23%59,578CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$15.7M0.22%34,555CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$15.5M0.22%181,410CommonSOLE
79466L302CRMSALESFORCE INC$15.5M0.22%46,335CommonSOLE
427866108HSYHERSHEY CO$15.5M0.22%91,233CommonSOLE
68389X105ORCLORACLE CORP$15.4M0.22%92,319CommonSOLE
704326107PAYXPAYCHEX INC$15.3M0.22%109,133CommonSOLE
74933W452TBILRBB FD INC$14.6M0.21%292,431CommonSOLE
922908611VBRVANGUARD INDEX FDS$14.5M0.21%73,097CommonSOLE
922908595VBKVANGUARD INDEX FDS$14.4M0.21%51,532CommonSOLE
464288760ITAISHARES TR$14.3M0.20%98,260CommonSOLE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$14.3M0.20%766,581CommonSOLE
031162100AMGNAMGEN INC$14.2M0.20%54,417CommonSOLE
872540109TJXTJX COS INC NEW$14.1M0.20%116,433CommonSOLE
337345102QTECFIRST TR NASDAQ 100 TECH IND$14.0M0.20%74,459CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$13.6M0.20%564,043CommonSOLE
33734X150FXRFIRST TR EXCHANGE TRADED FD$13.6M0.19%182,079CommonSOLE
244199105DEDEERE & CO$13.4M0.19%31,473CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$13.4M0.19%86,544CommonSOLE
H1467J104CBCHUBB LIMITED$13.1M0.19%47,461CommonSOLE
46435GAA0IBDRISHARES TR$13.1M0.19%544,666CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$13.0M0.19%443,561CommonSOLE
46436E833IBTIISHARES TR$13.0M0.19%591,437CommonSOLE
842587107SOSOUTHERN CO$12.9M0.18%156,186CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$12.7M0.18%201,527CommonSOLE
46435UAA9IBDSISHARES TR$12.5M0.18%521,283CommonSOLE
464288661IEIISHARES TR$12.4M0.18%107,449CommonSOLE
149123101CATCATERPILLAR INC$12.2M0.17%33,632CommonSOLE
231021106CMICUMMINS INC$12.1M0.17%34,584CommonSOLE
532457108LLYELI LILLY & CO$11.8M0.17%15,265CommonSOLE
025816109AXPAMERICAN EXPRESS CO$11.6M0.17%39,144CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$11.6M0.17%423,321CommonSOLE
369550108GDGENERAL DYNAMICS CORP$11.5M0.16%43,596CommonSOLE
33734X101FXDFIRST TR EXCHANGE TRADED FD$11.5M0.16%177,413CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$11.4M0.16%62,858CommonSOLE
69344A107PULSPGIM ETF TR$11.4M0.16%230,426CommonSOLE
G54950103LINLINDE PLC$11.3M0.16%26,892CommonSOLE
032108409DIVOAMPLIFY ETF TR$11.2M0.16%276,009CommonSOLE
35473P744FLJPFRANKLIN TEMPLETON ETF TR$11.2M0.16%390,254CommonSOLE
922908751VBVANGUARD INDEX FDS$11.1M0.16%46,280CommonSOLE
46434VBD1IBDQISHARES TR$11.1M0.16%441,125CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$11.0M0.16%62,892CommonSOLE
756109104OREALTY INCOME CORP$11.0M0.16%205,891CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$11.0M0.16%294,822CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$10.9M0.16%311,884CommonSOLE
81762P102NOWSERVICENOW INC$10.7M0.15%10,103CommonSOLE
855244109SBUXSTARBUCKS CORP$10.5M0.15%115,241CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$10.5M0.15%79,835CommonSOLE
189054109CLXCLOROX CO DEL$10.4M0.15%63,894CommonSOLE
64110L106NFLXNETFLIX INC$10.1M0.14%11,324CommonSOLE
75513E101RTXRTX CORPORATION$10.0M0.14%86,067CommonSOLE
464287804IJRISHARES TR$9.9M0.14%85,921CommonSOLE
512807306LRCXLAM RESEARCH CORP$9.8M0.14%135,486CommonSOLE
46435U515IBDTISHARES TR$9.7M0.14%389,421CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$9.6M0.14%106,014CommonSOLE
115236101BROBROWN & BROWN INC$9.5M0.14%93,492CommonSOLE
743315103PGRPROGRESSIVE CORP$9.4M0.14%39,431CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$9.4M0.13%213,476CommonSOLE
032108664HACKAMPLIFY ETF TR$9.3M0.13%125,104CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$9.2M0.13%81,409CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$9.2M0.13%336,090CommonSOLE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$9.0M0.13%330,329CommonSOLE
H2906T109GRMNGARMIN LTD$8.8M0.13%42,827CommonSOLE
654106103NKENIKE INC$8.8M0.13%116,050CommonSOLE
001055102AFLAFLAC INC$8.6M0.12%83,348CommonSOLE
89832Q109TFCTRUIST FINL CORP$8.6M0.12%198,083CommonSOLE
574599106MASMASCO CORP$8.5M0.12%117,757CommonSOLE
56035L104MAINMAIN STR CAP CORP$8.5M0.12%145,312CommonSOLE
278865100ECLECOLAB INC$8.4M0.12%36,043CommonSOLE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$8.4M0.12%107,541CommonSOLE
922908744VTVVANGUARD INDEX FDS$8.2M0.12%48,649CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$8.2M0.12%297,524CommonSOLE
003264108SIVRABRDN SILVER ETF TRUST$8.2M0.12%298,596CommonSOLE
695156109PKGPACKAGING CORP AMER$8.2M0.12%36,360CommonSOLE
464287226AGGISHARES TR$8.2M0.12%84,257CommonSOLE
084423102WRBBERKLEY W R CORP$8.1M0.12%138,728CommonSOLE
761152107RMDRESMED INC$8.1M0.12%35,283CommonSOLE
665859104NTRSNORTHERN TR CORP$8.0M0.11%78,183CommonSOLE
33734X135FXOFIRST TR EXCHANGE TRADED FD$8.0M0.11%147,953CommonSOLE
922908363VOOVANGUARD INDEX FDS$7.8M0.11%14,453CommonSOLE
17275R102CSCOCISCO SYS INC$7.7M0.11%130,901CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$7.7M0.11%160,105CommonSOLE
253868103DLRDIGITAL RLTY TR INC$7.6M0.11%42,921CommonSOLE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$7.6M0.11%249,128CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$7.6M0.11%321,195CommonSOLE
257651109DCIDONALDSON INC$7.5M0.11%111,792CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$7.5M0.11%77,775CommonSOLE
74348A467NOBLPROSHARES TR$7.5M0.11%75,576CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$7.5M0.11%99,146CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$7.5M0.11%69,529CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$7.5M0.11%117,857CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.5M0.11%14,372CommonSOLE
020002101ALLALLSTATE CORP$7.4M0.11%38,540CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$7.4M0.11%33,042CommonSOLE
646025106NJRNEW JERSEY RES CORP$7.2M0.10%155,004CommonSOLE
086516101BBYBEST BUY INC$7.2M0.10%83,441CommonSOLE
78463V107GLDSPDR GOLD TR$7.1M0.10%29,312CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$7.1M0.10%197,680CommonSOLE
902973304USBUS BANCORP DEL$7.1M0.10%147,982CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$7.1M0.10%123,384CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$7.0M0.10%138,791CommonSOLE
384109104GGGGRACO INC$7.0M0.10%83,336CommonSOLE
78468R622JNKSPDR SER TR$7.0M0.10%73,547CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$7.0M0.10%251,775CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$6.9M0.10%62,731CommonSOLE
438516106HONHONEYWELL INTL INC$6.8M0.10%30,252CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$6.8M0.10%34,703CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$6.7M0.10%12,913CommonSOLE
31428X106FDXFEDEX CORP$6.7M0.10%23,815CommonSOLE
94106L109WMWASTE MGMT INC DEL$6.7M0.10%33,025CommonSOLE
23331A109DHID R HORTON INC$6.6M0.09%47,495CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$6.6M0.09%115,907CommonSOLE
45782C508PJANINNOVATOR ETFS TRUST$6.5M0.09%154,395CommonSOLE
33735B108FNXFIRST TR MID CAP CORE ALPHAD$6.5M0.09%56,031CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$6.5M0.09%21,523CommonSOLE
907818108UNPUNION PAC CORP$6.3M0.09%27,569CommonSOLE
038222105AMATAPPLIED MATLS INC$6.2M0.09%38,208CommonSOLE
115637209BF/BBROWN FORMAN CORP$6.1M0.09%160,036CommonSOLE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$6.1M0.09%273,109CommonSOLE
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$5.9M0.08%42,943CommonSOLE
69374H857CALFPACER FDS TR$5.9M0.08%134,991CommonSOLE
040413205ANETARISTA NETWORKS INC$5.9M0.08%53,650CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$5.9M0.08%64,114CommonSOLE
891092108TTCTORO CO$5.9M0.08%73,689CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$5.9M0.08%242,934CommonSOLE
69374H881COWZPACER FDS TR$5.9M0.08%104,392CommonSOLE
20030N101CMCSACOMCAST CORP NEW$5.8M0.08%155,360CommonSOLE
291011104EMREMERSON ELEC CO$5.8M0.08%46,804CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$5.7M0.08%43,469CommonSOLE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$5.7M0.08%192,278CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$5.7M0.08%47,774CommonSOLE
655663102NDSNNORDSON CORP$5.7M0.08%27,154CommonSOLE
30034W106EVRGEVERGY INC$5.6M0.08%91,573CommonSOLE
35473P603FLCOFRANKLIN TEMPLETON ETF TR$5.6M0.08%266,105CommonSOLE
191216100KOCOCA COLA CO$5.6M0.08%89,237CommonSOLE
29364G103ETRENTERGY CORP NEW$5.6M0.08%73,232CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$5.5M0.08%128,577CommonSOLE
33738R811FTXLFIRST TR EXCHANGE-TRADED FD$5.5M0.08%63,071CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$5.4M0.08%98,268CommonSOLE
33737M102FNYFIRST TR EXCHANGE-TRADED ALP$5.3M0.08%66,740CommonSOLE
718172109PMPHILIP MORRIS INTL INC$5.3M0.08%43,776CommonSOLE
33939L860QDFFLEXSHARES TR$5.2M0.07%73,925CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$5.2M0.07%45,000CommonSOLE
969457100WMBWILLIAMS COS INC$5.1M0.07%95,058CommonSOLE
78468R739SHMSPDR SER TR$5.1M0.07%107,928CommonSOLE
040919102ARKBARK 21SHARES BITCOIN ETF$5.0M0.07%53,997CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$5.0M0.07%66,217CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$5.0M0.07%72,793CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$5.0M0.07%86,466CommonSOLE
831865209AOSSMITH A O CORP$5.0M0.07%72,789CommonSOLE
46436E726IBDVISHARES TR$4.8M0.07%226,011CommonSOLE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$4.8M0.07%46,178CommonSOLE
06761A103MPVBARINGS PARTN INVS$4.8M0.07%280,579CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$4.7M0.07%22,216CommonSOLE
060505104BACBANK AMERICA CORP$4.6M0.07%105,329CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$4.6M0.07%79,482CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.6M0.07%8,020CommonSOLE
82509L107SHOPSHOPIFY INC$4.6M0.07%43,182CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$4.5M0.06%90,316CommonSOLE
G29183103ETNEATON CORP PLC$4.5M0.06%13,613CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.5M0.06%23,036CommonSOLE
00724F101ADBEADOBE INC$4.5M0.06%10,137CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$4.5M0.06%166,864CommonSOLE
46436E312IBDXISHARES TR$4.5M0.06%182,200CommonSOLE
778296103ROSTROSS STORES INC$4.5M0.06%29,550CommonSOLE
14021D107CGBLCAPITAL GROUP CORE BALANCED$4.4M0.06%141,056CommonSOLE
56501R106MFCMANULIFE FINL CORP$4.4M0.06%142,268CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$4.4M0.06%140,879CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$4.4M0.06%34,216CommonSOLE
77543R102ROKUROKU INC$4.3M0.06%57,811CommonSOLE
46434V456IQLTISHARES TR$4.3M0.06%115,328CommonSOLE
78464A284HYMBSPDR SER TR$4.3M0.06%166,842CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$4.2M0.06%199,266CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$4.2M0.06%70,892CommonSOLE
053332102AZOAUTOZONE INC$4.2M0.06%1,318CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$4.2M0.06%34,911CommonSOLE
33737K205NXTGFIRST TR EXCHANGE TRADED FD$4.2M0.06%49,388CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$4.2M0.06%61,554CommonSOLE
125896100CMSCMS ENERGY CORP$4.2M0.06%62,953CommonSOLE
87283Q107TCHPT ROWE PRICE ETF INC$4.1M0.06%97,608CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$4.1M0.06%29,534CommonSOLE
33737J174FDTFIRST TR EXCH TRD ALPHDX FD$4.1M0.06%74,914CommonSOLE
464288687PFFISHARES TR$4.0M0.06%126,830CommonSOLE
46436E486IBDWISHARES TR$4.0M0.06%195,761CommonSOLE
46436E130IBDYISHARES TR$4.0M0.06%158,174CommonSOLE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$3.9M0.06%38,201CommonSOLE
46438G653IBDZISHARES TR$3.9M0.06%152,472CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3.9M0.06%10,446CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$3.8M0.06%79,064CommonSOLE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$3.8M0.05%23,087CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$3.8M0.05%150,966CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3.8M0.05%45,076CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$3.8M0.05%114,360CommonSOLE
718546104PSXPHILLIPS 66$3.7M0.05%32,839CommonSOLE
023608102AEEAMEREN CORP$3.7M0.05%41,962CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$3.7M0.05%191,679CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$3.7M0.05%12,936CommonSOLE
046353108AZNNASTRAZENECA PLC$3.7M0.05%56,075CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$3.6M0.05%129,258CommonSOLE
74347B680REGLPROSHARES TR$3.6M0.05%44,778CommonSOLE
66987V109NVSNOVARTIS AG$3.6M0.05%36,933CommonSOLE
384802104GWWGRAINGER W W INC$3.6M0.05%3,397CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$3.6M0.05%42,321CommonSOLE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$3.6M0.05%139,077CommonSOLE
33733E823FTGSFIRST TR EXCHANGE-TRADED FD$3.6M0.05%113,520CommonSOLE
235851102DHRDANAHER CORPORATION$3.5M0.05%15,322CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$3.5M0.05%17,697CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$3.5M0.05%61,977CommonSOLE
018802108LNTALLIANT ENERGY CORP$3.5M0.05%59,064CommonSOLE
731068102PIIPOLARIS INC$3.5M0.05%60,575CommonSOLE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$3.4M0.05%44,440CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$3.4M0.05%2,888CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$3.4M0.05%20,702CommonSOLE
58155Q103MCKMCKESSON CORP$3.4M0.05%5,989CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.4M0.05%5CommonSOLE
336917109FDLFIRST TR MORNINGSTAR DIVID L$3.4M0.05%84,463CommonSOLE
464288414MUBISHARES TR$3.4M0.05%31,700CommonSOLE
88339J105TTDTHE TRADE DESK INC$3.4M0.05%28,688CommonSOLE
33737J158FJPFIRST TR EXCH TRD ALPHDX FD$3.4M0.05%64,924CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$3.4M0.05%43,371CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$3.3M0.05%28,415CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3.3M0.05%43,461CommonSOLE
254687106DISDISNEY WALT CO$3.3M0.05%29,958CommonSOLE
370334104GISGENERAL MLS INC$3.3M0.05%52,113CommonSOLE
911363109URIUNITED RENTALS INC$3.3M0.05%4,712CommonSOLE
744320102PRUPRUDENTIAL FINL INC$3.3M0.05%27,872CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.3M0.05%54,474CommonSOLE
949746101WMT2WELLS FARGO CO NEW$3.3M0.05%46,729CommonSOLE
717081103PFEPFIZER INC$3.3M0.05%123,269CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$3.3M0.05%16,925CommonSOLE
78468R663BILSPDR SER TR$3.2M0.05%35,531CommonSOLE
617446448MSMORGAN STANLEY$3.2M0.05%25,658CommonSOLE
33737J802NFTYFIRST TR EXCH TRD ALPHDX FD$3.2M0.05%56,668CommonSOLE
09260D107BXBLACKSTONE INC$3.2M0.05%18,298CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$3.1M0.04%10,481CommonSOLE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$3.1M0.04%40,943CommonSOLE
513847103MZTILANCASTER COLONY CORP$3.1M0.04%17,871CommonSOLE
369604301GEGE AEROSPACE$3.0M0.04%18,111CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$3.0M0.04%23,332CommonSOLE
87612E106TGTTARGET CORP$3.0M0.04%22,134CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$3.0M0.04%12,043CommonSOLE
72200X104RCSPIMCO STRATEGIC INCOME FD$3.0M0.04%390,586CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.0M0.04%7,379CommonSOLE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$2.9M0.04%141,663CommonSOLE
896239100TRMBTRIMBLE INC$2.9M0.04%40,988CommonSOLE
46436E718SGOVISHARES TR$2.9M0.04%28,595CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.8M0.04%13,514CommonSOLE
03463K752UYLDANGEL OAK FUNDS TRUST$2.8M0.04%55,490CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$2.8M0.04%50,457CommonSOLE
95040Q104WELLWELLTOWER INC$2.8M0.04%22,330CommonSOLE
46434V621DGROISHARES TR$2.8M0.04%45,304CommonSOLE
78464A300SLYVSPDR SER TR$2.8M0.04%31,768CommonSOLE
33738R647BNGEFIRST TR EXCHANGE-TRADED FD$2.8M0.04%98,530CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$2.8M0.04%35,070CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$2.7M0.04%32,674CommonSOLE
33738R720ROBTFIRST TR EXCHANGE-TRADED FD$2.7M0.04%60,946CommonSOLE
693506107PPGPPG INDS INC$2.7M0.04%22,792CommonSOLE
29250N105ENBENBRIDGE INC$2.7M0.04%64,147CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$2.7M0.04%53,004CommonSOLE
33738D788FTCBFIRST TR EXCHANGE-TRADED FD$2.7M0.04%130,558CommonSOLE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$2.7M0.04%21,766CommonSOLE
46432F339QUALISHARES TR$2.7M0.04%15,079CommonSOLE
689648103OTTROTTER TAIL CORP$2.7M0.04%36,074CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.7M0.04%6,473CommonSOLE
803054204SAPSAP SE$2.7M0.04%10,771CommonSOLE
464288588MBBISHARES TR$2.6M0.04%28,804CommonSOLE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$2.6M0.04%34,256CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.6M0.04%4,105CommonSOLE
78464A763SDYSPDR SER TR$2.6M0.04%19,717CommonSOLE
217204106CPRTCOPART INC$2.6M0.04%45,395CommonSOLE
74933W460XBILRBB FD INC$2.6M0.04%51,675CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$2.6M0.04%24,758CommonSOLE
92189F536MLNVANECK ETF TRUST$2.6M0.04%143,097CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.5M0.04%5,672CommonSOLE
02209S103MOALTRIA GROUP INC$2.5M0.04%48,400CommonSOLE
464287432TLTISHARES TR$2.5M0.04%28,765CommonSOLE
64110D104NTAPNETAPP INC$2.5M0.04%21,529CommonSOLE
832696405SJMSMUCKER J M CO$2.5M0.04%22,699CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$2.5M0.04%13,520CommonSOLE
464287507IJHISHARES TR$2.5M0.04%39,992CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.5M0.04%29,149CommonSOLE
771049103RBLXROBLOX CORP$2.5M0.04%42,741CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.5M0.04%493CommonSOLE
33738D606LGOVFIRST TR EXCHANGE-TRADED FD$2.4M0.03%116,067CommonSOLE
33738D804FSIGFIRST TR EXCHANGE-TRADED FD$2.4M0.03%128,072CommonSOLE
74340W103PLDPROLOGIS INC.$2.4M0.03%22,827CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$2.4M0.03%57,646CommonSOLE
464287721IYWISHARES TR$2.4M0.03%15,024CommonSOLE
770700102HOODROBINHOOD MKTS INC$2.4M0.03%64,297CommonSOLE
097023105BABOEING CO$2.4M0.03%13,525CommonSOLE
46432F834IXUSISHARES TR$2.4M0.03%36,065CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$2.4M0.03%134,628CommonSOLE
464287523SOXXISHARES TR$2.4M0.03%11,009CommonSOLE
46284V101IRMIRON MTN INC DEL$2.3M0.03%22,339CommonSOLE
256677105DGDOLLAR GEN CORP NEW$2.3M0.03%30,888CommonSOLE
14174T107CTRECARETRUST REIT INC$2.3M0.03%86,313CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.3M0.03%4,955CommonSOLE
670100205NVONOVO-NORDISK A S$2.3M0.03%26,925CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$2.3M0.03%50,232CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$2.3M0.03%19,220CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.3M0.03%43,364CommonSOLE
92189H409HYDVANECK ETF TRUST$2.2M0.03%43,330CommonSOLE
88579Y101MMM3M CO$2.2M0.03%17,133CommonSOLE
46222L108IONQIONQ INC$2.2M0.03%52,754CommonSOLE
92189F643MOATVANECK ETF TRUST$2.2M0.03%23,690CommonSOLE
458334109IPARINTERPARFUMS INC$2.2M0.03%16,687CommonSOLE
41151J406WINNHARBOR ETF TRUST$2.2M0.03%80,398CommonSOLE
703343103PATKPATRICK INDS INC$2.2M0.03%26,236CommonSOLE
816851109SRESEMPRA$2.2M0.03%24,762CommonSOLE
337738108FISVFISERV INC$2.2M0.03%10,569CommonSOLE
25243Q205DEODIAGEO PLC$2.2M0.03%17,069CommonSOLE
345370860FFORD MTR CO$2.2M0.03%218,704CommonSOLE
126408103CSXCSX CORP$2.1M0.03%66,196CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$2.1M0.03%42,301CommonSOLE
171779309CIENCIENA CORP$2.1M0.03%24,300CommonSOLE
852234103XYZBLOCK INC$2.1M0.03%24,202CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.1M0.03%34,068CommonSOLE
464288885EFGISHARES TR$2.0M0.03%21,036CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.0M0.03%53,422CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2.0M0.03%5,319CommonSOLE
20825C104COPCONOCOPHILLIPS$2.0M0.03%20,485CommonSOLE
00206R102TAT&T INC$2.0M0.03%89,079CommonSOLE
285512109EAELECTRONIC ARTS INC$2.0M0.03%13,845CommonSOLE
464287655IWMISHARES TR$2.0M0.03%9,112CommonSOLE
03073E105CORCENCORA INC$2.0M0.03%8,929CommonSOLE
929160109VMCVULCAN MATLS CO$2.0M0.03%7,769CommonSOLE
33737J224FKUFIRST TR EXCH TRD ALPHDX FD$2.0M0.03%52,444CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$2.0M0.03%48,506CommonSOLE
33737J141FCAFIRST TR EXCH TRD ALPHDX FD$2.0M0.03%97,785CommonSOLE
46138E719IFLNINVESCO EXCH TRADED FD TR II$2.0M0.03%107,884CommonSOLE
33737J232FSZFIRST TR EXCH TRD ALPHDX FD$1.9M0.03%31,008CommonSOLE
N07059210ASMLASML HOLDING N V$1.9M0.03%2,802CommonSOLE
33738D796FIIGFIRST TR EXCHANGE-TRADED FD$1.9M0.03%94,488CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$1.9M0.03%80,139CommonSOLE
464287515IGVISHARES TR$1.9M0.03%19,251CommonSOLE
89151E109TTENTOTALENERGIES SE$1.9M0.03%35,198CommonSOLE
46090A754GTOHINVESCO ACTIVELY MANAGED EXC$1.9M0.03%75,508CommonSOLE
33739P103FTLSFIRST TR EXCH TRADED FD III$1.9M0.03%28,872CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$1.9M0.03%53,104CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$1.9M0.03%10,864CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.9M0.03%10,164CommonSOLE
N00985106AERAERCAP HOLDINGS NV$1.9M0.03%19,423CommonSOLE
14020Y805CGHMCAPITAL GRP FIXED INCM ETF T$1.8M0.03%73,160CommonSOLE
219350105GLWCORNING INC$1.8M0.03%38,823CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.8M0.03%44,753CommonSOLE
464288877EFVISHARES TR$1.8M0.03%34,743CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.8M0.03%11,125CommonSOLE
14021N105CGNGCAPITAL GROUP NEW GEOGRAPHY$1.8M0.03%73,535CommonSOLE
98419M100XYLXYLEM INC$1.8M0.03%15,546CommonSOLE
140501107CSWCCAPITAL SOUTHWEST CORP$1.8M0.03%82,375CommonSOLE
59156R108METMETLIFE INC$1.8M0.03%21,875CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1.8M0.03%8,771CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$1.8M0.03%45,062CommonSOLE
09248X100BBNBLACKROCK TAX MUNICPAL BD TR$1.8M0.03%109,890CommonSOLE
681919106OMCOMNICOM GROUP INC$1.8M0.03%20,582CommonSOLE
G25508105CRHCRH PLC$1.8M0.03%19,119CommonSOLE
33737M201FNKFIRST TR EXCHANGE-TRADED ALP$1.8M0.03%32,955CommonSOLE
464288273SCZISHARES TR$1.7M0.02%28,128CommonSOLE
615369105MCOMOODYS CORP$1.7M0.02%3,589CommonSOLE
260557103DOWDOW INC$1.7M0.02%42,193CommonSOLE
33734X853FPXIFIRST TR EXCHANGE TRADED FD$1.7M0.02%35,660CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.7M0.02%13,638CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1.7M0.02%25,609CommonSOLE
29084Q100EMEEMCOR GROUP INC$1.6M0.02%3,597CommonSOLE
268150109DTDYNATRACE INC$1.6M0.02%30,043CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.6M0.02%7,199CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1.6M0.02%2,708CommonSOLE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$1.6M0.02%12,867CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$1.6M0.02%17,401CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$1.6M0.02%8,578CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$1.6M0.02%11,188CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.6M0.02%6,550CommonSOLE
922475108VEEVVEEVA SYS INC$1.6M0.02%7,477CommonSOLE
26922A453OPERETF SER SOLUTIONS$1.6M0.02%15,637CommonSOLE
090043100BILLBILL HOLDINGS INC$1.6M0.02%18,430CommonSOLE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$1.6M0.02%31,095CommonSOLE
746729409PGROPUTNAM ETF TRUST$1.6M0.02%40,146CommonSOLE
46090A879VRIGINVESCO ACTIVELY MANAGED EXC$1.6M0.02%61,983CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.5M0.02%5,540CommonSOLE
464288810IHIISHARES TR$1.5M0.02%26,452CommonSOLE
354613101BENFRANKLIN RESOURCES INC$1.5M0.02%76,029CommonSOLE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$1.5M0.02%37,245CommonSOLE
46434V407SHYGISHARES TR$1.5M0.02%36,025CommonSOLE
464288638IGIBISHARES TR$1.5M0.02%29,588CommonSOLE
22160N109CSGPCOSTAR GROUP INC$1.5M0.02%21,137CommonSOLE
74935Q107RBARB GLOBAL INC$1.5M0.02%16,714CommonSOLE
570535104MKLMARKEL GROUP INC$1.5M0.02%868CommonSOLE

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.