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Asset Dedication, LLC

Q3 2025 · 13F-HR

Asset Dedication, LLCholdings as filed

Filed 2025-11-20 · accession 0001475896-25-000006

$1.49B
Reported value
1,142
Positions
2025-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1142

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V708DFACDIMENSIONAL ETF TRUST$164.4M11.0%4,262,487CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$146.3M9.83%2,513,072CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$82.9M5.57%2,598,015CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$82.6M5.55%2,576,147CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$77.9M5.24%2,377,033CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$64.0M4.30%2,039,661CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$50.6M3.40%698,108CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$44.7M3.00%1,252,031CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$28.6M1.92%1,381,651CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$26.4M1.77%1,349,331CommonNONE
037833100AAPLAPPLE INC$24.8M1.67%97,457CommonNONE
67066G104NVDANVIDIA CORPORATION$20.5M1.37%109,625CommonNONE
78464A839MDYVSPDR SERIES TRUST$19.5M1.31%234,133CommonNONE
594918104MSFTMICROSOFT CORP$19.4M1.30%37,459CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$15.6M1.05%792,627CommonNONE
464287150ITOTISHARES TR$13.1M0.88%90,188CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$12.2M0.82%594,095CommonNONE
11135F101AVGOBROADCOM INC$11.9M0.80%35,937CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$10.7M0.72%405,836CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$10.4M0.70%552,493CommonNONE
78464A300SLYVSPDR SERIES TRUST$10.3M0.69%116,589CommonNONE
922908769VTIVANGUARD INDEX FDS$10.3M0.69%31,280CommonNONE
023135106AMZNAMAZON COM INC$10.2M0.68%46,434CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$10.0M0.67%31,641CommonNONE
46436E866ISHARES TR$9.8M0.66%418,052CommonNONE
64110L106NFLXNETFLIX INC$8.9M0.59%7,382CommonNONE
464287879IJSISHARES TR$8.8M0.59%79,526CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$8.5M0.57%502,991CommonNONE
68389X105ORCLORACLE CORP$8.5M0.57%30,217CommonNONE
931142103WMTWALMART INC$8.3M0.56%80,214CommonNONE
46434V621DGROISHARES TR$8.0M0.54%117,633CommonNONE
025816109AXPAMERICAN EXPRESS CO$7.9M0.53%23,754CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$7.6M0.51%11,455CommonNONE
808524730FNDESCHWAB STRATEGIC TR$7.5M0.50%207,352CommonNONE
46432F842IEFAISHARES TR$7.1M0.48%81,294CommonNONE
808524607SCHASCHWAB STRATEGIC TR$7.0M0.47%252,419CommonNONE
464287705IJJISHARES TR$6.8M0.45%52,192CommonNONE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$6.7M0.45%402,238CommonNONE
30303M102METAMETA PLATFORMS INC$6.7M0.45%9,057CommonNONE
149123101CATCATERPILLAR INC$6.5M0.43%13,544CommonNONE
02079K107GOOGALPHABET INC$6.4M0.43%26,275CommonNONE
92826C839VVISA INC$6.3M0.42%18,428CommonNONE
922908363VOOVANGUARD INDEX FDS$5.9M0.40%9,683CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$5.7M0.38%7,180CommonNONE
30231G102XOMEXXON MOBIL CORP$5.6M0.37%49,355CommonNONE
46434G103IEMGISHARES INC$5.3M0.35%80,039CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.1M0.34%17,902CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.0M0.34%5,438CommonNONE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$4.8M0.32%231,226CommonNONE
437076102HDHOME DEPOT INC$4.6M0.31%11,358CommonNONE
25434V690DFSIDIMENSIONAL ETF TRUST$4.5M0.30%110,038CommonNONE
02079K305GOOGLALPHABET INC$4.2M0.28%17,325CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$4.1M0.28%14,717CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$4.1M0.27%86,876CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$4.0M0.27%124,739CommonNONE
46435G326IDEVISHARES TR$3.9M0.26%48,853CommonNONE
580135101MCDMCDONALDS CORP$3.8M0.25%12,465CommonNONE
25434V716DFSUDIMENSIONAL ETF TRUST$3.6M0.24%85,682CommonNONE
75513E101RTXRTX CORPORATION$3.6M0.24%21,509CommonNONE
191216100KOCOCA COLA CO$3.5M0.24%53,315CommonNONE
46138J510BSMQINVESCO EXCH TRD SLF IDX FD$3.5M0.23%147,998CommonNONE
464287200IVVISHARES TR$3.4M0.23%5,126CommonNONE
25434V682DFSEDIMENSIONAL ETF TRUST$3.4M0.23%83,062CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$3.3M0.22%128,905CommonNONE
532457108LLYELI LILLY & CO$3.3M0.22%4,332CommonNONE
46139W825BSCXINVESCO EXCH TRD SLF IDX FD$3.3M0.22%153,258CommonNONE
46090E103QQQINVESCO QQQ TR$3.3M0.22%5,428CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3.3M0.22%5,725CommonNONE
17275R102CSCOCISCO SYS INC$3.3M0.22%47,583CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.2M0.22%21,075CommonNONE
478160104JNJJOHNSON & JOHNSON$3.2M0.22%17,410CommonNONE
031162100AMGNAMGEN INC$3.2M0.22%11,433CommonNONE
46138J528INVESCO EXCH TRD SLF IDX FD$3.1M0.21%126,176CommonNONE
88579Y101MMM3M CO$2.9M0.20%18,749CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$2.8M0.19%6,098CommonNONE
81762P102NOWSERVICENOW INC$2.8M0.19%3,040CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.8M0.19%8,071CommonNONE
46138J494BSMRINVESCO EXCH TRD SLF IDX FD$2.6M0.17%108,639CommonNONE
00287Y109ABBVABBVIE INC$2.6M0.17%11,100CommonNONE
464287614IWFISHARES TR$2.6M0.17%5,476CommonNONE
922908744VTVVANGUARD INDEX FDS$2.5M0.17%13,659CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.5M0.17%46,599CommonNONE
464287408IVEISHARES TR$2.5M0.17%12,153CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.5M0.17%41,593CommonNONE
464288802SUSAISHARES TR$2.5M0.17%18,260CommonNONE
464287887IJTISHARES TR$2.5M0.17%17,408CommonNONE
922908736VUGVANGUARD INDEX FDS$2.4M0.16%5,068CommonNONE
872590104TMUST-MOBILE US INC$2.4M0.16%10,137CommonNONE
46138J486BSMSINVESCO EXCH TRD SLF IDX FD$2.3M0.16%99,541CommonNONE
166764100CVXCHEVRON CORP NEW$2.3M0.16%14,964CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$2.3M0.15%22,976CommonNONE
654106103NKENIKE INC$2.2M0.15%31,814CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$2.1M0.14%72,489CommonNONE
438516106HONHONEYWELL INTL INC$2.1M0.14%9,946CommonNONE
46436E841IBTHISHARES TR$2.1M0.14%92,154CommonNONE
464287622IWBISHARES TR$2.0M0.14%5,516CommonNONE
882508104TXNTEXAS INSTRS INC$2.0M0.13%10,862CommonNONE
548661107LOWLOWES COS INC$2.0M0.13%7,904CommonNONE
G29183103ETNEATON CORP PLC$2.0M0.13%5,254CommonNONE
254687106DISDISNEY WALT CO$2.0M0.13%17,038CommonNONE
443510607HUBBHUBBELL INC$1.9M0.13%4,520CommonNONE
46435U663ESMLISHARES TR$1.9M0.13%42,197CommonNONE
97717W877DEWWISDOMTREE TR$1.9M0.13%31,606CommonNONE
060505104BACBANK AMERICA CORP$1.9M0.13%36,433CommonNONE
46432F834IXUSISHARES TR$1.9M0.12%22,483CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$1.8M0.12%24,378CommonNONE
58933Y105MRKMERCK & CO INC$1.8M0.12%21,692CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.8M0.12%40,760CommonNONE
464287168DVYISHARES TR$1.8M0.12%12,444CommonNONE
375558103GILDGILEAD SCIENCES INC$1.7M0.12%15,708CommonNONE
00206R102TAT&T INC$1.6M0.11%57,402CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.6M0.11%58,609CommonNONE
464287804IJRISHARES TR$1.6M0.11%13,409CommonNONE
33939L308TLTEFLEXSHARES TR$1.6M0.11%25,127CommonNONE
464287598IWDISHARES TR$1.5M0.10%7,608CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.5M0.10%4,492CommonNONE
78464A805SPTMSPDR SERIES TRUST$1.5M0.10%18,963CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.5M0.10%7,025CommonNONE
803054204SAPSAP SE$1.5M0.10%5,577CommonNONE
46138J478BSMTINVESCO EXCH TRD SLF IDX FD$1.5M0.10%64,320CommonNONE
46436E858IBTGISHARES TR$1.5M0.10%64,509CommonNONE
464287689IWVISHARES TR$1.5M0.10%3,838CommonNONE
46434G764EMXCISHARES INC$1.5M0.10%21,516CommonNONE
743315103PGRPROGRESSIVE CORP$1.4M0.10%5,853CommonNONE
922908611VBRVANGUARD INDEX FDS$1.4M0.10%6,867CommonNONE
824348106SHWSHERWIN WILLIAMS CO$1.4M0.10%4,113CommonNONE
461202103INTUINTUIT$1.4M0.10%2,079CommonNONE
808524748FNDCSCHWAB STRATEGIC TR$1.4M0.09%31,712CommonNONE
617446448MSMORGAN STANLEY$1.4M0.09%8,822CommonNONE
00724F101ADBEADOBE INC$1.4M0.09%3,925CommonNONE
278642103EBAYEBAY INC.$1.4M0.09%15,130CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.4M0.09%59,103CommonNONE
46138J445BSMUINVESCO EXCH TRD SLF IDX FD$1.4M0.09%61,687CommonNONE
88160R101TSLATESLA INC$1.4M0.09%3,036CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$1.3M0.09%9,463CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.3M0.09%5,134CommonNONE
09290D101BLKBLACKROCK INC$1.3M0.09%1,142CommonNONE
79466L302CRMSALESFORCE INC$1.3M0.09%5,505CommonNONE
G54950103LINLINDE PLC$1.3M0.09%2,739CommonNONE
H1467J104CBCHUBB LIMITED$1.3M0.09%4,543CommonNONE
025072372AVESAMERICAN CENTY ETF TR$1.3M0.09%22,258CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.3M0.09%17,857CommonNONE
172967424CCITIGROUP INC$1.3M0.09%12,468CommonNONE
713448108PEPPEPSICO INC$1.3M0.08%8,909CommonNONE
922908629VOVANGUARD INDEX FDS$1.2M0.08%4,198CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.2M0.08%7,580CommonNONE
808524763FNDASCHWAB STRATEGIC TR$1.2M0.08%38,378CommonNONE
097023105BABOEING CO$1.2M0.08%5,540CommonNONE
46436E825IBTJISHARES TR$1.2M0.08%54,436CommonNONE
002824100ABTABBOTT LABS$1.2M0.08%8,916CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.2M0.08%2,376CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.2M0.08%1,942CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$1.2M0.08%17,022CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.2M0.08%37,115CommonNONE
46435G516ESGDISHARES TR$1.2M0.08%12,388CommonNONE
46434G863ESGEISHARES INC$1.1M0.08%26,381CommonNONE
855244109SBUXSTARBUCKS CORP$1.1M0.08%13,479CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.1M0.08%6,813CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$1.1M0.07%12,312CommonNONE
922908751VBVANGUARD INDEX FDS$1.1M0.07%4,264CommonNONE
458140100INTCINTEL CORP$1.1M0.07%32,136CommonNONE
464286533EEMVISHARES INC$1.1M0.07%16,744CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.1M0.07%16,397CommonNONE
46436E833IBTIISHARES TR$1.0M0.07%46,646CommonNONE
26614N102DDDUPONT DE NEMOURS INC$1.0M0.07%13,315CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1.0M0.07%4,992CommonNONE
337345102QTECFIRST TR EXCHANGE-TRADED FD$986,4050.07%4,296CommonNONE
244199105DEDEERE & CO$985,8530.07%2,156CommonNONE
46138J411BSMVINVESCO EXCH TRD SLF IDX FD$970,2210.07%46,179CommonNONE
19247G107COHRCOHERENT CORP$969,4800.07%9,000CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$949,2440.06%26,114CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$925,7850.06%20,073CommonNONE
46139W783BSCYINVESCO EXCH TRD SLF IDX FD$918,5190.06%43,697CommonNONE
46139W833BSMWINVESCO EXCH TRD SLF IDX FD$906,8180.06%36,309CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$905,0040.06%3,083CommonNONE
747525103QCOMQUALCOMM INC$888,9340.06%5,343CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$886,3670.06%20,632CommonNONE
78463X533EDIVSPDR INDEX SHS FDS$863,7170.06%22,232CommonNONE
464287465EFAISHARES TR$861,4170.06%9,226CommonNONE
46436E593IBTKISHARES TR$860,5090.06%43,296CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$854,9760.06%2,646CommonNONE
46139W791BSSXINVESCO EXCH TRD SLF IDX FD$838,8470.06%32,838CommonNONE
46435U432ISHARES TR$838,1260.06%31,285CommonNONE
464288877EFVISHARES TR$836,8190.06%12,337CommonNONE
893641100TDGTRANSDIGM GROUP INC$830,3530.06%630CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$828,0290.06%5,875CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$820,6990.06%11,169CommonNONE
808524706SCHESCHWAB STRATEGIC TR$818,9820.06%24,542CommonNONE
988498101YUMYUM BRANDS INC$815,3280.05%5,364CommonNONE
46429B697USMVISHARES TR$807,6440.05%8,489CommonNONE
464287721IYWISHARES TR$806,9440.05%4,120CommonNONE
464288273SCZISHARES TR$796,2500.05%10,379CommonNONE
922908595VBKVANGUARD INDEX FDS$790,7770.05%2,657CommonNONE
97717W570EZMWISDOMTREE TR$788,4820.05%11,963CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,2000.05%1CommonNONE
59156R108METMETLIFE INC$740,5920.05%8,991CommonNONE
20030N101CMCSACOMCAST CORP NEW$728,4890.05%23,186CommonNONE
78464A201SLYGSPDR SERIES TRUST$719,9650.05%7,634CommonNONE
46436E460IBTLISHARES TR$714,4580.05%34,733CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$703,6960.05%1,435CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$703,6310.05%3,261CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$694,5490.05%1,432CommonNONE
231021106CMICUMMINS INC$690,9980.05%1,636CommonNONE
194162103CLCOLGATE PALMOLIVE CO$663,4230.04%8,299CommonNONE
911717106USCIUNITED STS COMMODITY INDEX F$647,3080.04%8,310CommonNONE
97717W505DONWISDOMTREE TR$643,4470.04%12,303CommonNONE
697435105PANWPALO ALTO NETWORKS INC$641,2000.04%3,149CommonNONE
78463V107GLDSPDR GOLD TR$634,8700.04%1,786CommonNONE
025072315AVSEAMERICAN CENTY ETF TR$633,1930.04%9,961CommonNONE
46138E735PDNINVESCO EXCH TRADED FD TR II$624,8220.04%15,199CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$621,1180.04%6,223CommonNONE
717081103PFEPFIZER INC$611,9010.04%24,015CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$600,5400.04%4,236CommonNONE
806857108SLBSCHLUMBERGER LTD$595,7010.04%17,332CommonNONE
46436E569XVVISHARES TR$590,1240.04%11,454CommonNONE
78464A854SPYMSPDR SERIES TRUST$585,5920.04%7,475CommonNONE
235851102DHRDANAHER CORPORATION$581,1650.04%2,931CommonNONE
78464A763SDYSPDR SERIES TRUST$563,3730.04%4,023CommonNONE
921910725VSGXVANGUARD WORLD FD$555,0300.04%8,001CommonNONE
58155Q103MCKMCKESSON CORP$538,4610.04%697CommonNONE
701094104PHPARKER-HANNIFIN CORP$532,2220.04%702CommonNONE
125523100CITHE CIGNA GROUP$529,2530.04%1,836CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$527,5360.04%3,982CommonNONE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$519,7630.03%17,685CommonNONE
92189F643MOATVANECK ETF TRUST$514,5800.03%5,192CommonNONE
009158106APDAIR PRODS & CHEMS INC$514,1730.03%1,885CommonNONE
N07059210ASMLASML HOLDING N V$513,0880.03%530CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$505,1120.03%1,805CommonNONE
46139W767BSMYINVESCO EXCH TRD SLF IDX FD$484,8970.03%19,930CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$473,5070.03%14,392CommonNONE
46432F339QUALISHARES TR$470,3010.03%2,418CommonNONE
46436E544XJRISHARES TR$457,7760.03%10,756CommonNONE
464286525ACWVISHARES INC$441,1860.03%3,679CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$432,5880.03%10,110CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$430,5810.03%10,987CommonNONE
949746101WMT2WELLS FARGO CO NEW$426,8740.03%5,093CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$425,8240.03%3,441CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$418,2190.03%5,011CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$402,1000.03%5,096CommonNONE
20825C104COPCONOCOPHILLIPS$399,3670.03%4,222CommonNONE
842587107SOSOUTHERN CO$396,0440.03%4,179CommonNONE
464285204IAUISHARES GOLD TR$390,2660.03%5,363CommonNONE
464288703ISCVISHARES TR$384,5680.03%5,771CommonNONE
89832Q109TFCTRUIST FINL CORP$384,3230.03%8,406CommonNONE
78463X871GWXSPDR INDEX SHS FDS$380,4310.03%9,468CommonNONE
867224107SUSUNCOR ENERGY INC NEW$377,1690.03%9,021CommonNONE
512807306LRCXLAM RESEARCH CORP$375,4560.03%2,804CommonNONE
464287507IJHISHARES TR$375,0500.03%5,747CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$370,7310.02%622CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$367,2700.02%8,026CommonNONE
922908538VOTVANGUARD INDEX FDS$363,7130.02%1,238CommonNONE
G5960L103MDTMEDTRONIC PLC$356,8650.02%3,747CommonNONE
902973304USBUS BANCORP DEL$347,0580.02%7,181CommonNONE
46137V860PFIINVESCO EXCHANGE TRADED FD T$346,2340.02%5,973CommonNONE
922908637VVVANGUARD INDEX FDS$337,8360.02%1,097CommonNONE
464287101OEFISHARES TR$336,9250.02%1,012CommonNONE
92204A702VGTVANGUARD WORLD FD$332,9970.02%446CommonNONE
609207105MDLZMONDELEZ INTL INC$332,5380.02%5,323CommonNONE
655844108NSCNORFOLK SOUTHN CORP$328,0480.02%1,092CommonNONE
29250N105ENBENBRIDGE INC$326,9810.02%6,480CommonNONE
871829107SYYSYSCO CORP$324,8320.02%3,945CommonNONE
049560105ATOATMOS ENERGY CORP$321,8640.02%1,885CommonNONE
02209S103MOALTRIA GROUP INC$321,6470.02%4,869CommonNONE
29364G103ETRENTERGY CORP NEW$321,5990.02%3,451CommonNONE
97717X651DGRSWISDOMTREE TR$321,0720.02%6,424CommonNONE
718172109PMPHILIP MORRIS INTL INC$319,6970.02%1,971CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$318,4820.02%3,991CommonNONE
444859102HUMHUMANA INC$317,1480.02%1,219CommonNONE
30040W108ESEVERSOURCE ENERGY$307,8940.02%4,328CommonNONE
209115104EDCONSOLIDATED EDISON INC$305,7580.02%3,042CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$303,6590.02%6,733CommonNONE
464287663IUSVISHARES TR$302,7060.02%3,029CommonNONE
863667101SYKSTRYKER CORPORATION$301,6510.02%816CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$299,2430.02%2,243CommonNONE
92939U106WECWEC ENERGY GROUP INC$299,1950.02%2,611CommonNONE
075887109BDXBECTON DICKINSON & CO$298,7240.02%1,596CommonNONE
969457100WMBWILLIAMS COS INC$297,6190.02%4,698CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$297,4990.02%6,537CommonNONE
46436E742EMXFISHARES TR$296,6330.02%6,552CommonNONE
040413205ANETARISTA NETWORKS INC$295,5000.02%2,028CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$294,1940.02%1,193CommonNONE
744320102PRUPRUDENTIAL FINL INC$290,4050.02%2,799CommonNONE
46138E727PXHINVESCO EXCH TRADED FD TR II$289,7720.02%11,399CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$288,8950.02%1,025CommonNONE
464287770IYGISHARES TR$288,0140.02%3,213CommonNONE
65339F101NEENEXTERA ENERGY INC$286,1830.02%3,791CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$285,9240.02%3,423CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$276,1060.02%959CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$271,7190.02%4,275CommonNONE
681919106OMCOMNICOM GROUP INC$270,6800.02%3,320CommonNONE
372460105GPCGENUINE PARTS CO$270,2700.02%1,950CommonNONE
464287630IWNISHARES TR$269,8130.02%1,526CommonNONE
700658107PRKPARK NATL CORP$265,9000.02%1,636CommonNONE
46436E551XJHISHARES TR$263,3200.02%6,005CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$262,7490.02%4,401CommonNONE
00162Q726BFORALPS ETF TR$262,7090.02%3,236CommonNONE
756109104OREALTY INCOME CORP$258,1150.02%4,246CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$258,0620.02%2,108CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$257,8150.02%9,803CommonNONE
281020107EIXEDISON INTL$254,1230.02%4,597CommonNONE
97717X669DGRWWISDOMTREE TR$250,6900.02%2,818CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$247,4450.02%1,778CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$247,4240.02%2,295CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$246,8930.02%884CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$246,5080.02%3,665CommonNONE
907818108UNPUNION PAC CORP$242,9890.02%1,028CommonNONE
G0403H108AONAON PLC$242,4750.02%680CommonNONE
042068205ARMARM HOLDINGS PLC$240,5330.02%1,700CommonNONE
808513105SCHWSCHWAB CHARLES CORP$239,3630.02%2,507CommonNONE
046353108AZNNASTRAZENECA PLC$238,7270.02%3,112CommonNONE
69374H303PTNQPACER FDS TR$232,5900.02%3,000CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$231,2180.02%517CommonNONE
833034101SNASNAP ON INC$231,1620.02%667CommonNONE
291011104EMREMERSON ELEC CO$224,2510.02%1,709CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$223,1070.01%7,076CommonNONE
78464A649SPABSPDR SERIES TRUST$221,7160.01%8,577CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$219,9760.01%3,336CommonNONE
87612G101TRGPTARGA RES CORP$218,9750.01%1,307CommonNONE
053611109AVYAVERY DENNISON CORP$217,9570.01%1,344CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$215,9740.01%5,141CommonNONE
718546104PSXPHILLIPS 66$214,4450.01%1,577CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$213,1710.01%11,687CommonNONE
46435U259IBMOISHARES TR$208,6930.01%8,133CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$208,5790.01%1,514CommonNONE
46138J395BSJTINVESCO EXCH TRD SLF IDX FD$208,4750.01%9,665CommonNONE
82509L107SHOPSHOPIFY INC$206,5680.01%1,390CommonNONE
46429B689EFAVISHARES TR$205,2040.01%2,419CommonNONE
G3730V105FTAIFTAI AVIATION LTD$203,7370.01%1,221CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$202,7760.01%859CommonNONE
64110W102NTESNETEASE INC$202,4510.01%1,332CommonNONE
277432100EMNEASTMAN CHEM CO$199,4910.01%3,164CommonNONE
46432F396MTUMISHARES TR$199,2620.01%777CommonNONE
872540109TJXTJX COS INC NEW$198,4300.01%1,373CommonNONE
464287309IVWISHARES TR$198,3430.01%1,643CommonNONE
922908652VXFVANGUARD INDEX FDS$197,4080.01%943CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$195,1570.01%639CommonNONE
22052L104CTVACORTEVA INC$195,0840.01%2,885CommonNONE
464287606IJKISHARES TR$192,8350.01%2,011CommonNONE
886364603RPARTIDAL TRUST I$188,7240.01%8,949CommonNONE
603158106MTXMINERALS TECHNOLOGIES INC$186,3600.01%3,000CommonNONE
46435GAA0IBDRISHARES TR$183,0860.01%7,534CommonNONE
46434VBD1IBDQISHARES TR$182,5520.01%7,247CommonNONE
309627107FMNBFARMERS NATIONAL BANC CORP$181,3220.01%12,583CommonNONE
94106L109WMWASTE MGMT INC DEL$177,1990.01%802CommonNONE
464286319DVYEISHARES INC$177,1010.01%5,965CommonNONE
693506107PPGPPG INDS INC$176,6900.01%1,681CommonNONE
97717W562EESWISDOMTREE TR$176,6610.01%3,162CommonNONE
G1890L107CPRICAPRI HOLDINGS LIMITED$175,9140.01%8,831CommonNONE
918204108VFCV F CORP$175,2820.01%12,147CommonNONE
87612E106TGTTARGET CORP$174,3770.01%1,944CommonNONE
33735K108FTCFIRST TR EXCHANGE-TRADED ALP$173,9960.01%1,083CommonNONE
219350105GLWCORNING INC$171,1150.01%2,086CommonNONE
464287457SHYISHARES TR$168,9070.01%2,036CommonNONE
126408103CSXCSX CORP$167,6790.01%4,722CommonNONE
464289867AORISHARES TR$167,3880.01%2,600CommonNONE
682680103OKEONEOK INC NEW$164,9130.01%2,260CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$161,3450.01%1,765CommonNONE
92912P108IHDVOYA EMERGING MKTS HIGH DIVI$158,0020.01%25,200CommonNONE
58733R102MELIMERCADOLIBRE INC$156,5750.01%67CommonNONE
G87052109TELTE CONNECTIVITY PLC$154,7690.01%705CommonNONE
464287655IWMISHARES TR$154,1020.01%637CommonNONE
062540109BOHBANK HAWAII CORP$152,1540.01%2,318CommonNONE
922020805VTIPVANGUARD MALVERN FDS$152,1440.01%3,005CommonNONE
922908553VNQVANGUARD INDEX FDS$151,0260.01%1,652CommonNONE
29444U700EQIXEQUINIX INC$150,8490.01%193CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$147,3410.01%4,971CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$146,9290.01%2,191CommonNONE
009066101ABNBAIRBNB INC$146,5540.01%1,207CommonNONE
032654105ADIANALOG DEVICES INC$145,7010.01%593CommonNONE
518439104ELLAUDER ESTEE COS INC$145,4870.01%1,651CommonNONE
46434G889EMGFISHARES INC$144,6190.01%2,556CommonNONE
482480100KLACKLA CORP$144,5330.01%134CommonNONE
46435G425ESGUISHARES TR$142,9800.01%982CommonNONE
451107106IDAIDACORP INC$140,7400.01%1,065CommonNONE
579780206MKCMCCORMICK & CO INC$137,9020.01%2,061CommonNONE
921909768VXUSVANGUARD STAR FDS$137,0630.01%1,866CommonNONE
46436E718SGOVISHARES TR$135,5430.01%1,346CommonNONE
74935Q107RBARB GLOBAL INC$135,3420.01%1,249CommonNONE
369604301GEGE AEROSPACE$135,0690.01%449CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$134,9820.01%25CommonNONE
055622104BPBP PLC$133,9810.01%3,888CommonNONE
464288521USRTISHARES TR$133,5300.01%2,274CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$131,5960.01%1,737CommonNONE
001055102AFLAFLAC INC$131,4710.01%1,177CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$131,2890.01%3,831CommonNONE
126650100CVSCVS HEALTH CORP$131,2540.01%1,741CommonNONE
670100205NVONOVO-NORDISK A S$131,2340.01%2,365CommonNONE
56585A102MPCMARATHON PETE CORP$129,7150.01%673CommonNONE
92338C103VLTOVERALTO CORP$129,1110.01%1,211CommonNONE
09260D107BXBLACKSTONE INC$129,0220.01%755CommonNONE
922908512VOEVANGUARD INDEX FDS$128,8410.01%738CommonNONE
670346105NUENUCOR CORP$128,6590.01%950CommonNONE
464287648IWOISHARES TR$124,4960.01%389CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$122,7610.01%100CommonNONE
501044101KRKROGER CO$122,7120.01%1,820CommonNONE
69374H881COWZPACER FDS TR$122,1320.01%2,125CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$121,6390.01%2,258CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$116,8560.01%970CommonNONE
05464C101AXONAXON ENTERPRISE INC$116,2580.01%162CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$115,1430.01%294CommonNONE
02072L151CHGXEA SERIES TRUST$112,3560.01%4,115CommonNONE
464289438IWYISHARES TR$112,1970.01%410CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$110,1080.01%552CommonNONE
03073E105CORCENCORA INC$110,0110.01%352CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$108,6640.01%2,350CommonNONE
29082A107EMBJEMBRAER S.A.$107,9040.01%1,785CommonNONE
464287234EEMISHARES TR$107,1920.01%2,007CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$105,9120.01%251CommonNONE
833445109SNOWSNOWFLAKE INC$105,7830.01%469CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$105,2570.01%577CommonNONE
91913Y100VLOVALERO ENERGY CORP$105,0510.01%617CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$104,0750.01%239CommonNONE
25434V534DEXCDIMENSIONAL ETF TRUST$103,2790.01%1,826CommonNONE
02507A101AVXCAMERICAN CENTY ETF TR$102,7640.01%1,715CommonNONE
773903109ROKROCKWELL AUTOMATION INC$102,7620.01%294CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$101,8930.01%1,212CommonNONE
345370860FFORD MTR CO$101,7920.01%8,511CommonNONE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$101,7120.01%2,596CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$99,0510.01%301CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$98,4880.01%358CommonNONE
92189H409HYDVANECK ETF TRUST$97,2190.01%1,910CommonNONE
46138J452BSJSINVESCO EXCH TRD SLF IDX FD$96,0480.01%4,350CommonNONE
78409V104SPGIS&P GLOBAL INC$95,3960.01%196CommonNONE
494368103KMBKIMBERLY-CLARK CORP$95,2450.01%766CommonNONE
00326A104SGOLETFS GOLD TR$94,2710.01%2,561CommonNONE
97717W778DIMWISDOMTREE TR$93,5160.01%1,210CommonNONE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$92,4500.01%3,950CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$92,3690.01%1,285CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$92,3580.01%946CommonNONE
969904101WSMWILLIAMS SONOMA INC$91,4710.01%468CommonNONE
45073V108ITTITT INC$91,1680.01%510CommonNONE
496902404KGCKINROSS GOLD CORP$90,4050.01%3,638CommonNONE
40434L105HPQHP INC$90,1570.01%3,311CommonNONE
704326107PAYXPAYCHEX INC$90,1270.01%711CommonNONE
69374H857CALFPACER FDS TR$89,9880.01%2,055CommonNONE
03945R102ACHRARCHER AVIATION INC$88,7110.01%9,260CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$88,0290.01%207CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$87,8430.01%340CommonNONE
G3223R108EGEVEREST GROUP LTD$87,5580.01%250CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$86,9600.01%800CommonNONE
038222105AMATAPPLIED MATLS INC$86,6060.01%423CommonNONE
80105N105SNYSANOFI SA$85,6680.01%1,815CommonNONE
464287499IWRISHARES TR$85,6400.01%887CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$84,1450.01%1,074CommonNONE
366651107ITGARTNER INC$83,0670.01%316CommonNONE
064058100BKBANK NEW YORK MELLON CORP$82,7010.01%759CommonNONE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$82,5200.01%837CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$81,5280.01%358CommonNONE
464287473IWSISHARES TR$80,0310.01%573CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$79,8070.01%651CommonNONE
46435UAA9IBDSISHARES TR$79,0480.01%3,248CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$77,3370.01%1,731CommonNONE
46436E296IBTMISHARES TR$77,0930.01%3,333CommonNONE
46138B103DBCINVESCO DB COMMDY INDX TRCK$76,7150.01%3,405CommonNONE
83444M101SOLVSOLVENTUM CORP$76,5040.01%1,048CommonNONE
651639106NEMNEWMONT CORP$76,3850.01%906CommonNONE
460146103IPINTERNATIONAL PAPER CO$76,0040.01%1,638CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$75,4530.01%165CommonNONE
683344105ONTOONTO INNOVATION INC$74,8190.01%579CommonNONE
921932844IVOVVANGUARD ADMIRAL FDS INC$73,6630.00%731CommonNONE
816851109SRESEMPRA$73,6040.00%818CommonNONE
06849F108BBARRICK MNG CORP$72,5530.00%2,214CommonNONE
93148P102WDWALKER & DUNLOP INC$72,3320.00%865CommonNONE
95040Q104WELLWELLTOWER INC$72,1470.00%405CommonNONE
G8473T100STESTERIS PLC$72,0060.00%291CommonNONE
72202L389MFEMPIMCO EQUITY SER$71,0460.00%3,155CommonNONE
780259305SHELSHELL PLC$69,5280.00%972CommonNONE
336433107FSLRFIRST SOLAR INC$69,4670.00%315CommonNONE
46434V266ISCFISHARES TR$69,3780.00%1,687CommonNONE
46137V449EQWLINVESCO EXCHANGE TRADED FD T$68,8080.00%600CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$68,3030.00%1,936CommonNONE
464287556IBBISHARES TR$68,1430.00%472CommonNONE
37954Y715BOTZGLOBAL X FDS$67,8840.00%1,916CommonNONE
301505558INQQEXCHANGE TRADED CONCEPTS TRU$67,7820.00%4,345CommonNONE
46435U515IBDTISHARES TR$67,7530.00%2,655CommonNONE
778296103ROSTROSS STORES INC$67,5090.00%443CommonNONE
929160109VMCVULCAN MATLS CO$67,3690.00%219CommonNONE
78464A508SPYVSPDR SERIES TRUST$67,0600.00%1,212CommonNONE
29670G102WTRGESSENTIAL UTILS INC$66,9130.00%1,677CommonNONE
49271V100KDPKEURIG DR PEPPER INC$66,0970.00%2,591CommonNONE
760759100RSGREPUBLIC SVCS INC$66,0910.00%288CommonNONE
31428X106FDXFEDEX CORP$66,0270.00%280CommonNONE
74348A467NOBLPROSHARES TR$64,4190.00%625CommonNONE
253868103DLRDIGITAL RLTY TR INC$64,3330.00%372CommonNONE
892331307TMTOYOTA MOTOR CORP$63,2510.00%331CommonNONE
49456B101KMIKINDER MORGAN INC DEL$62,5370.00%2,209CommonNONE
88339J105TTDTHE TRADE DESK INC$62,1450.00%1,268CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$61,4380.00%461CommonNONE
92206C599VTHRVANGUARD SCOTTSDALE FDS$61,2190.00%208CommonNONE
052769106ADSKAUTODESK INC$60,6750.00%191CommonNONE
36828A101GEVGE VERNOVA INC$60,2610.00%98CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$60,2580.00%253CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$60,0850.00%4,925CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$59,4910.00%1,175CommonNONE
674599105OXYOCCIDENTAL PETE CORP$59,3940.00%1,257CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$59,1360.00%940CommonNONE
N3167Y103RACEFERRARI N V$58,7120.00%121CommonNONE
464288869IWCISHARES TR$56,9530.00%382CommonNONE
26875P101EOGEOG RES INC$56,8450.00%507CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$55,9210.00%3,238CommonNONE

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.