MondegarAI
TD Capital Management LLC

Q4 2024 · 13F-HR

TD Capital Management LLCholdings as filed

Filed 2025-02-05 · accession 0001483824-25-000002

$984.3M
Reported value
586
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 586

CUSIPTickerIssuerValue% port.SharesClassVoting
464287150ITOTISHARES TR$192.5M19.6%1,497,019CommonSOLE
922908769VTIVANGUARD INDEX FDS$75.9M7.72%262,035CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$52.5M5.33%679,266CommonSOLE
464287200IVVISHARES TR$47.5M4.83%80,716CommonSOLE
72201R718LDURPIMCO ETF TR$39.7M4.04%418,266CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$38.0M3.86%194,007CommonSOLE
46432F339QUALISHARES TR$37.0M3.76%207,697CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$34.2M3.48%475,768CommonSOLE
922908736VUGVANGUARD INDEX FDS$32.4M3.29%78,919CommonSOLE
72201R833MINTPIMCO ETF TR$31.1M3.16%309,759CommonSOLE
464287226AGGISHARES TR$27.0M2.74%278,685CommonSOLE
922908637VVVANGUARD INDEX FDS$24.2M2.46%89,611CommonSOLE
922908744VTVVANGUARD INDEX FDS$23.8M2.41%140,336CommonSOLE
053332102AZOAUTOZONE INC$16.2M1.65%5,073CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$15.2M1.55%312,915CommonSOLE
46429B697USMVISHARES TR$14.6M1.48%164,282CommonSOLE
97717Y527USFRWISDOMTREE TR$13.7M1.39%272,204CommonSOLE
46432F834IXUSISHARES TR$12.9M1.31%195,174CommonSOLE
72201R874SMMUPIMCO ETF TR$12.8M1.30%255,987CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$12.5M1.27%247,170CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$12.3M1.25%267,771CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$10.2M1.04%203,374CommonSOLE
922908363VOOVANGUARD INDEX FDS$9.9M1.00%18,354CommonSOLE
922908751VBVANGUARD INDEX FDS$9.8M1.00%40,919CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$9.4M0.96%140,966CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$9.4M0.95%157,026CommonSOLE
97717X669DGRWWISDOMTREE TR$9.4M0.95%115,805CommonSOLE
464288158SUBISHARES TR$9.4M0.95%88,827CommonSOLE
72201R775BONDPIMCO ETF TR$9.2M0.94%102,053CommonSOLE
922908629VOVANGUARD INDEX FDS$8.9M0.91%33,794CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$8.4M0.86%96,026CommonSOLE
922908652VXFVANGUARD INDEX FDS$8.4M0.85%44,045CommonSOLE
464288257ACWIISHARES TR$7.4M0.75%63,049CommonSOLE
72201R866MUNIPIMCO ETF TR$5.5M0.55%105,492CommonSOLE
78464A805SPTMSPDR SER TR$5.3M0.53%73,702CommonSOLE
037833100AAPLAPPLE INC$5.1M0.52%20,563CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$5.1M0.52%114,270CommonSOLE
921909768VXUSVANGUARD STAR FDS$4.7M0.47%78,940CommonSOLE
464288414MUBISHARES TR$4.6M0.47%43,147CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$4.2M0.43%83,694CommonSOLE
69344A107PULSPGIM ETF TR$4.2M0.42%84,211CommonSOLE
46432F859ISTBISHARES TR$3.9M0.40%82,576CommonSOLE
46641Q274JSCPJ P MORGAN EXCHANGE TRADED F$3.7M0.38%79,188CommonSOLE
46654Q773JPLDJ P MORGAN EXCHANGE TRADED F$3.7M0.37%71,627CommonSOLE
594918104MSFTMICROSOFT CORP$3.1M0.31%7,337CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$2.9M0.30%55,544CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$2.8M0.29%56,944CommonSOLE
46434V621DGROISHARES TR$2.1M0.21%33,791CommonSOLE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$1.9M0.20%38,458CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$1.9M0.19%19,096CommonSOLE
931142103WMTWALMART INC$1.7M0.18%19,244CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$1.6M0.17%28,634CommonSOLE
191216100KOCOCA COLA CO$1.6M0.16%25,595CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.6M0.16%7,492CommonSOLE
78468R853SPSMSPDR SER TR$1.4M0.14%30,697CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$1.3M0.13%22,094CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.2M0.12%8,592CommonSOLE
31428X106FDXFEDEX CORP$1.1M0.11%3,844CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$1.0M0.10%16,155CommonSOLE
464287804IJRISHARES TR$884,0480.09%7,673CommonSOLE
97717Y477QGRWWISDOMTREE TR$817,5660.08%16,597CommonSOLE
81762P102NOWSERVICENOW INC$702,3300.07%663CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$698,8450.07%6,067CommonSOLE
929236107WDFCWD 40 CO$678,3340.07%2,795CommonSOLE
46432F842IEFAISHARES TR$678,3160.07%9,652CommonSOLE
023135106AMZNAMAZON COM INC$670,8950.07%3,058CommonSOLE
64110L106NFLXNETFLIX INC$633,7290.06%711CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$606,0340.06%1,034CommonSOLE
460146103IPINTERNATIONAL PAPER CO$537,7540.05%9,992CommonSOLE
30303M102METAMETA PLATFORMS INC$479,1460.05%818CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$466,5440.05%6,243CommonSOLE
88160R101TSLATESLA INC$455,9350.05%1,129CommonSOLE
30231G102XOMEXXON MOBIL CORP$447,1230.05%4,157CommonSOLE
464287622IWBISHARES TR$446,8850.05%1,387CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR$411,6200.04%8,198CommonSOLE
97717W844DNLWISDOMTREE TR$406,7170.04%11,304CommonSOLE
34959E109FTNTFORTINET INC$383,5890.04%4,060CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$369,3000.04%13,518CommonSOLE
464288687PFFISHARES TR$368,9590.04%11,735CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$354,7150.04%8,722CommonSOLE
464288885EFGISHARES TR$352,9710.04%3,645CommonSOLE
92189F643MOATVANECK ETF TRUST$330,3410.03%3,563CommonSOLE
922908553VNQVANGUARD INDEX FDS$329,6880.03%3,701CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$329,1070.03%4,100CommonSOLE
64157F103NVROEURNEVRO CORP$314,8910.03%84,648CommonSOLE
464288646IGSBISHARES TR$307,6150.03%5,950CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$301,1120.03%5,245CommonSOLE
78464A292PSKSPDR SER TR$299,4380.03%9,077CommonSOLE
464287614IWFISHARES TR$288,0980.03%717CommonSOLE
46090E103QQQINVESCO QQQ TR$287,9890.03%563CommonSOLE
828730200SFNCSIMMONS 1ST NATL CORP$276,9890.03%12,488CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$269,2850.03%5,631CommonSOLE
464288620USIGISHARES TR$268,9980.03%5,350CommonSOLE
38747R603DRUPGRANITESHARES ETF TR$262,0490.03%4,638CommonSOLE
46432F396MTUMISHARES TR$261,9730.03%1,266CommonSOLE
316092113FELCFIDELITY COVINGTON TRUST$251,7270.03%7,644CommonSOLE
548661107LOWLOWES COS INC$246,8360.03%1,000CommonSOLE
464287176TIPISHARES TR$246,7640.03%2,316CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$238,4250.02%526CommonSOLE
316092790FQALFIDELITY COVINGTON TRUST$238,3460.02%3,643CommonSOLE
718546104PSXPHILLIPS 66$227,9140.02%2,000CommonSOLE
58933Y105MRKMERCK & CO INC$219,4800.02%2,206CommonSOLE
464287507IJHISHARES TR$217,0530.02%3,483CommonSOLE
369604301GEGE AEROSPACE$216,9050.02%1,300CommonSOLE
46435G425ESGUISHARES TR$205,1480.02%1,593CommonSOLE
742718109PGPROCTER AND GAMBLE CO$199,4460.02%1,190CommonSOLE
437076102HDHOME DEPOT INC$198,9170.02%511CommonSOLE
674599162OXY/WSOCCIDENTAL PETE CORP$195,6330.02%7,101CommonSOLE
713448108PEPPEPSICO INC$191,0890.02%1,257CommonSOLE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$190,7520.02%1,148CommonSOLE
92204A306VDEVANGUARD WORLD FD$187,8070.02%1,548CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$187,6710.02%783CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$186,2830.02%4,335CommonSOLE
02079K107GOOGALPHABET INC$180,7790.02%949CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$180,3250.02%5,030CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$176,9270.02%2,303CommonSOLE
11135F101AVGOBROADCOM INC$168,8080.02%728CommonSOLE
464288638IGIBISHARES TR$165,1450.02%3,206CommonSOLE
78470P408XLSRSSGA ACTIVE TR$163,6530.02%3,062CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$162,7480.02%1,183CommonSOLE
969457100WMBWILLIAMS COS INC$162,3600.02%3,000CommonSOLE
316188408FLDRFIDELITY MERRIMACK STR TR$158,6840.02%3,178CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$156,4200.02%2,000CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$154,6980.02%1,317CommonSOLE
00206R102TAT&T INC$152,9860.02%6,719CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$152,6130.02%2,016CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$150,3300.02%1,912CommonSOLE
02079K305GOOGLALPHABET INC$150,2310.02%794CommonSOLE
922020748VCRBVANGUARD MALVERN FDS$148,6690.02%1,961CommonSOLE
922908611VBRVANGUARD INDEX FDS$146,7380.01%740CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$139,4470.01%4,695CommonSOLE
808524722SCHKSCHWAB STRATEGIC TR$138,6600.01%4,898CommonSOLE
166764100CVXCHEVRON CORP NEW$138,1990.01%954CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$136,4800.01%4,897CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$135,5370.01%268CommonSOLE
292102100ESBAEMPIRE ST RLTY OP L P$135,1700.01%13,276CommonSOLE
72201R585PYLDPIMCO ETF TR$135,0870.01%5,212CommonSOLE
464288570DSIISHARES TR$134,7320.01%1,222CommonSOLE
65339F101NEENEXTERA ENERGY INC$129,8460.01%1,811CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$125,5880.01%2,542CommonSOLE
59156R108METMETLIFE INC$122,8240.01%1,500CommonSOLE
46432F388VLUEISHARES TR$118,7310.01%1,124CommonSOLE
126408103CSXCSX CORP$117,6240.01%3,645CommonSOLE
46434V381XTISHARES TR$113,8830.01%1,909CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$113,6190.01%4,358CommonSOLE
440452100HRLHORMEL FOODS CORP$112,2650.01%3,579CommonSOLE
78464A763SDYSPDR SER TR$111,1290.01%841CommonSOLE
718172109PMPHILIP MORRIS INTL INC$109,4560.01%909CommonSOLE
464287465EFAISHARES TR$108,5780.01%1,436CommonSOLE
464287655IWMISHARES TR$107,2440.01%485CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$107,1380.01%2,213CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$103,9710.01%1,300CommonSOLE
46429B747STIPISHARES TR$102,2780.01%1,017CommonSOLE
36828A101GEVGE VERNOVA INC$99,0080.01%301CommonSOLE
46138G631QQQJINVESCO EXCH TRADED FD TR II$96,1110.01%3,112CommonSOLE
92204A207VDCVANGUARD WORLD FD$94,0930.01%445CommonSOLE
842587107SOSOUTHERN CO$93,9270.01%1,141CommonSOLE
78467V707ULSTSSGA ACTIVE ETF TR$92,8960.01%2,299CommonSOLE
17275R102CSCOCISCO SYS INC$89,4870.01%1,512CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$88,3300.01%155CommonSOLE
749685103RPMRPM INTL INC$87,9660.01%715CommonSOLE
87612E106TGTTARGET CORP$86,0480.01%637CommonSOLE
464287598IWDISHARES TR$84,0490.01%454CommonSOLE
33738R662FICSFIRST TR EXCHANGE-TRADED FD$79,6580.01%2,346CommonSOLE
31609A404FENIFIDELITY COVINGTON TRUST$79,5860.01%2,891CommonSOLE
92826C839VVISA INC$78,5470.01%249CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$78,5290.01%1,783CommonSOLE
871332102SLVMSYLVAMO CORP$75,7730.01%959CommonSOLE
88579Y101MMM3M CO$72,3120.01%560CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$70,8590.01%827CommonSOLE
871829107SYYSYSCO CORP$68,8970.01%901CommonSOLE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$66,4320.01%1,225CommonSOLE
988498101YUMYUM BRANDS INC$63,5050.01%473CommonSOLE
25861R204CAPEDOUBLELINE ETF TRUST$63,2900.01%2,112CommonSOLE
25460G328DRIPDIREXION SHS ETF TR$61,5870.01%5,650CommonSOLE
78464A474SPSBSPDR SER TR$61,0550.01%2,045CommonSOLE
464287572IOOISHARES TR$59,6220.01%592CommonSOLE
464287408IVEISHARES TR$58,5330.01%307CommonSOLE
94106L109WMWASTE MGMT INC DEL$56,5010.01%280CommonSOLE
46435G516ESGDISHARES TR$55,5700.01%730CommonSOLE
464288307IMCGISHARES TR$54,2090.01%718CommonSOLE
478160104JNJJOHNSON & JOHNSON$51,7440.01%358CommonSOLE
20030N101CMCSACOMCAST CORP NEW$48,1670.00%1,283CommonSOLE
052769106ADSKAUTODESK INC$47,2910.00%160CommonSOLE
78463X756EWXSPDR INDEX SHS FDS$46,3250.00%790CommonSOLE
46436E866ISHARES TR$45,9080.00%1,969CommonSOLE
46436E858IBTGISHARES TR$45,6330.00%2,001CommonSOLE
46436E841IBTHISHARES TR$45,2920.00%2,041CommonSOLE
00724F101ADBEADOBE INC$44,9130.00%101CommonSOLE
780915104RMTROYCE MICRO-CAP TR INC$43,8360.00%4,496CommonSOLE
46436E825IBTJISHARES TR$42,5320.00%1,994CommonSOLE
78463V107GLDSPDR GOLD TR$42,3730.00%175CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$42,1910.00%369CommonSOLE
46436E593IBTKISHARES TR$41,9200.00%2,184CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$41,0840.00%2,221CommonSOLE
78463X103SPEUSPDR INDEX SHS FDS$40,7160.00%1,022CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$40,1240.00%86CommonSOLE
78464A862XSDSPDR SER TR$37,6490.00%152CommonSOLE
55087P104LYFTLYFT INC$37,0880.00%2,875CommonSOLE
97717X594IHDGWISDOMTREE TR$36,7600.00%846CommonSOLE
G87052109TELTE CONNECTIVITY PLC$36,7080.00%257CommonSOLE
98954M200ZZILLOW GROUP INC$36,5070.00%493CommonSOLE
780259305SHELSHELL PLC$36,4220.00%581CommonSOLE
372460105GPCGENUINE PARTS CO$36,0790.00%309CommonSOLE
060505104BACBANK AMERICA CORP$35,9130.00%817CommonSOLE
458140100INTCINTEL CORP$35,7560.00%1,783CommonSOLE
00162Q387OUSAALPS ETF TR$35,1540.00%662CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$34,9140.00%617CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$34,5670.00%405CommonSOLE
46138G300XSHQINVESCO EXCH TRADED FD TR II$34,4960.00%815CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$34,0700.00%1,199CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$33,4270.00%428CommonSOLE
375558103GILDGILEAD SCIENCES INC$33,2850.00%360CommonSOLE
464288281EMBISHARES TR$32,5070.00%365CommonSOLE
46435U853USHYISHARES TR$32,1340.00%873CommonSOLE
25459Y207QQQEDIREXION SHS ETF TR$30,5120.00%340CommonSOLE
46434V878ICSHISHARES TR$30,4920.00%605CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$29,6090.00%740CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$28,7470.00%340CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$27,1140.00%350CommonSOLE
72201R817CORPPIMCO ETF TR$27,0800.00%285CommonSOLE
02209S103MOALTRIA GROUP INC$26,9150.00%515CommonSOLE
92189F676SMHVANECK ETF TRUST$26,6390.00%110CommonSOLE
464287242LQDISHARES TR$25,6420.00%240CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$25,5510.00%277CommonSOLE
149123101CATCATERPILLAR INC$25,4150.00%70CommonSOLE
550021109LULULULULEMON ATHLETICA INC$24,8570.00%65CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$24,7610.00%958CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$24,5720.00%897CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$24,5520.00%103CommonSOLE
855244109SBUXSTARBUCKS CORP$23,3520.00%256CommonSOLE
464287457SHYISHARES TR$22,9800.00%280CommonSOLE
412822108HOGHARLEY DAVIDSON INC$22,6550.00%752CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$22,6520.00%427CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$22,5880.00%384CommonSOLE
036752103ELVELEVANCE HEALTH INC$22,0850.00%60CommonSOLE
78468R747SHESPDR SER TR$21,9360.00%189CommonSOLE
055622104BPBP PLC$21,2850.00%720CommonSOLE
609207105MDLZMONDELEZ INTL INC$20,8680.00%349CommonSOLE
717081103PFEPFIZER INC$20,3590.00%767CommonSOLE
464287671IUSGISHARES TR$19,9780.00%143CommonSOLE
29273V100ETENERGY TRANSFER L P$19,9460.00%1,018CommonSOLE
33740F870LDSFFIRST TR EXCHNG TRADED FD VI$19,6710.00%1,048CommonSOLE
291011104EMREMERSON ELEC CO$19,4650.00%157CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$19,3320.00%400CommonSOLE
46434V613IUSBISHARES TR$19,3140.00%427CommonSOLE
46436E502TECBISHARES TR$18,7600.00%353CommonSOLE
532457108LLYELI LILLY & CO$18,6080.00%24CommonSOLE
78464A821MDYGSPDR SER TR$18,3570.00%211CommonSOLE
023436108AMEDAMEDISYS INC$18,0670.00%199CommonSOLE
670100205NVONOVO-NORDISK A S$17,9020.00%208CommonSOLE
98954M101ZGZILLOW GROUP INC$17,4860.00%247CommonSOLE
78464A839MDYVSPDR SER TR$17,2410.00%215CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$17,1720.00%104CommonSOLE
23804L103DDOGDATADOG INC$17,1470.00%120CommonSOLE
872540109TJXTJX COS INC NEW$16,9100.00%140CommonSOLE
78464A201SLYGSPDR SER TR$16,5700.00%183CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$16,0790.00%146CommonSOLE
68389X105ORCLORACLE CORP$16,0770.00%96CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$16,0650.00%133CommonSOLE
78464A300SLYVSPDR SER TR$16,0200.00%184CommonSOLE
254687106DISDISNEY WALT CO$15,9350.00%143CommonSOLE
33739N108FMBFIRST TR EXCH TRADED FD III$15,7880.00%310CommonSOLE
37954Y715BOTZGLOBAL X FDS$15,7160.00%492CommonSOLE
747525103QCOMQUALCOMM INC$15,5300.00%101CommonSOLE
72201R205STPZPIMCO ETF TR$15,2390.00%291CommonSOLE
46434G103IEMGISHARES INC$14,8330.00%284CommonSOLE
464288406IMCVISHARES TR$14,8310.00%200CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$14,6570.00%74CommonSOLE
46434G863ESGEISHARES INC$14,5350.00%435CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$12,7650.00%36CommonSOLE
00287Y109ABBVABBVIE INC$12,4600.00%70CommonSOLE
33738R720ROBTFIRST TR EXCHANGE-TRADED FD$12,3860.00%275CommonSOLE
247361702DALDELTA AIR LINES INC DEL$12,2960.00%203CommonSOLE
56585A102MPCMARATHON PETE CORP$12,1760.00%87CommonSOLE
78467V103RLYSSGA ACTIVE ETF TR$11,5360.00%427CommonSOLE
760759100RSGREPUBLIC SVCS INC$11,3080.00%56CommonSOLE
067901108ABXBARRICK GOLD CORP$11,3020.00%729CommonSOLE
G54950103LINLINDE PLC$10,9430.00%26CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$10,6600.00%42CommonSOLE
009158106APDAIR PRODS & CHEMS INC$10,4310.00%36CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$10,4260.00%143CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$10,3450.00%989CommonSOLE
46435U135IHAKISHARES TR$10,0430.00%206CommonSOLE
260557103DOWDOW INC$9,9940.00%249CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$9,9630.00%767CommonSOLE
46138G698RWLINVESCO EXCH TRADED FD TR II$9,9260.00%101CommonSOLE
92204A876VPUVANGUARD WORLD FD$9,8310.00%60CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$9,7780.00%413CommonSOLE
701094104PHPARKER-HANNIFIN CORP$9,5880.00%15CommonSOLE
464287168DVYISHARES TR$9,5020.00%72CommonSOLE
69374H881COWZPACER FDS TR$9,2060.00%163CommonSOLE
907818108UNPUNION PAC CORP$9,1220.00%40CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$9,1040.00%79CommonSOLE
097023105BABOEING CO$8,8500.00%50CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$8,7820.00%104CommonSOLE
79466L302CRMSALESFORCE INC$8,7140.00%26CommonSOLE
83444M101SOLVSOLVENTUM CORP$8,5880.00%130CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$8,5710.00%172CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$8,3960.00%94CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$8,3760.00%226CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$8,1570.00%119CommonSOLE
038923108ABRARBOR REALTY TRUST INC$8,1560.00%589CommonSOLE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$8,1060.00%77CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$8,1060.00%767CommonSOLE
98149E303GLDMWORLD GOLD TR$8,0060.00%154CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$7,8290.00%15CommonSOLE
125523100CITHE CIGNA GROUP$7,7390.00%28CommonSOLE
337738108FISVFISERV INC$7,6010.00%37CommonSOLE
929740108WABWABTEC$7,5000.00%40CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$7,4400.00%200CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$7,2540.00%82CommonSOLE
69374H857CALFPACER FDS TR$7,1300.00%162CommonSOLE
92189F106GDXVANECK ETF TRUST$7,1210.00%210CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$7,1150.00%6CommonSOLE
N07059210ASMLASML HOLDING N V$6,9500.00%10CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$6,8700.00%13CommonSOLE
790148100JOEST JOE CO$6,8040.00%151CommonSOLE
143658300CCL1EURCARNIVAL CORP$6,8000.00%273CommonSOLE
126650100CVSCVS HEALTH CORP$6,7410.00%150CommonSOLE
942622200WSOWATSCO INC$6,6720.00%14CommonSOLE
H1467J104CBCHUBB LIMITED$6,6530.00%24CommonSOLE
92647N667VSDAVICTORY PORTFOLIOS II$6,6170.00%130CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$6,5880.00%201CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6,5840.00%7CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$6,5120.00%108CommonSOLE
233051200DBEFDBX ETF TR$6,4210.00%155CommonSOLE
244199105DEDEERE & CO$6,3560.00%15CommonSOLE
002824100ABTABBOTT LABS$6,2210.00%55CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$6,1450.00%18CommonSOLE
880192109TEITEMPLETON EMERGING MKTS INCO$6,1190.00%1,193CommonSOLE
441593100HLIHOULIHAN LOKEY INC$6,0980.00%35CommonSOLE
69374H709GCOWPACER FDS TR$6,0060.00%178CommonSOLE
651229106NWLNEWELL BRANDS INC$5,9760.00%600CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$5,9190.00%16CommonSOLE
580135101MCDMCDONALDS CORP$5,8650.00%20CommonSOLE
316092121FDIFFIDELITY COVINGTON TRUST$5,7500.00%182CommonSOLE
461202103INTUINTUIT$5,6730.00%9CommonSOLE
46429B598INDAISHARES TR$5,6680.00%108CommonSOLE
75605Y106ANYWHERE REAL ESTATE INC$5,6400.00%1,709CommonSOLE
74340W103PLDPROLOGIS INC.$5,4830.00%52CommonSOLE
26874R108EENI S P A$5,4720.00%200CommonSOLE
336917109FDLFIRST TR MORNINGSTAR DIVID L$5,4610.00%136CommonSOLE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$5,3760.00%225CommonSOLE
46435U192IDNAISHARES TR$5,3560.00%237CommonSOLE
33734X143FXHFIRST TR EXCHANGE TRADED FD$5,2510.00%50CommonSOLE
78464A409SPYGSPDR SER TR$5,2090.00%59CommonSOLE
570535104MKLMARKEL GROUP INC$5,1790.00%3CommonSOLE
33739P830FSMBFIRST TR EXCH TRADED FD III$5,0170.00%253CommonSOLE
949746101WMT2WELLS FARGO CO NEW$5,0130.00%71CommonSOLE
921935706VFQYVANGUARD WELLINGTON FD$4,9640.00%35CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$4,9520.00%10CommonSOLE
78467V848TOTLSSGA ACTIVE ETF TR$4,8460.00%123CommonSOLE
78464A359CWBSPDR SER TR$4,8290.00%62CommonSOLE
03076C106AMPAMERIPRISE FINL INC$4,8260.00%9CommonSOLE
88033G407THCTENET HEALTHCARE CORP$4,7970.00%38CommonSOLE
464288810IHIISHARES TR$4,7460.00%81CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$4,6960.00%19CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4,6850.00%9CommonSOLE
75513E101RTXRTX CORPORATION$4,6290.00%40CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$4,6240.00%244CommonSOLE
759530108RELXRELX PLC$4,5620.00%100CommonSOLE
438516106HONHONEYWELL INTL INC$4,5180.00%20CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$4,5120.00%80CommonSOLE
78409V104SPGIS&P GLOBAL INC$4,5020.00%9CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$4,4940.00%21CommonSOLE
67077M108NTRNUTRIEN LTD$4,4750.00%100CommonSOLE
26884U109EPREPR PPTYS$4,4640.00%101CommonSOLE
74164M108PRIPRIMERICA INC$4,3570.00%16CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$4,2640.00%23CommonSOLE
78442P106SLMSLM CORP$4,0460.00%147CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$3,9650.00%28CommonSOLE
464285204IAUISHARES GOLD TR$3,9610.00%80CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3,9550.00%51CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$3,8900.00%2CommonSOLE
75524B104RBCRBC BEARINGS INC$3,8890.00%13CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$3,8440.00%412CommonSOLE
904767704UNILEVER PLC$3,8180.00%67CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3,8080.00%100CommonSOLE
55261F104MTBM & T BK CORP$3,7870.00%20CommonSOLE
37959E102GLGLOBE LIFE INC$3,6800.00%33CommonSOLE
65473P105NINISOURCE INC$3,6650.00%100CommonSOLE
68622V106OGNORGANON & CO$3,6600.00%245CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3,5630.00%48CommonSOLE
12504L109CBRECBRE GROUP INC$3,5450.00%27CommonSOLE
046484309ASTCASTROTECH CORP$3,5410.00%527CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$3,5210.00%15CommonSOLE
345370860FFORD MTR CO$3,4860.00%352CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$3,4820.00%73CommonSOLE
09260D107BXBLACKSTONE INC$3,4480.00%20CommonSOLE
58155Q103MCKMCKESSON CORP$3,4190.00%6CommonSOLE
125896100CMSCMS ENERGY CORP$3,3570.00%50CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$3,3510.00%344CommonSOLE
189054109CLXCLOROX CO DEL$3,2600.00%20CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3,1400.00%17CommonSOLE
046353108AZNNASTRAZENECA PLC$3,0790.00%47CommonSOLE
835699307SONYSONY GROUP CORP$3,0680.00%145CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$3,0520.00%12CommonSOLE
749607107RLIRLI CORP$3,0440.00%18CommonSOLE
464287432TLTISHARES TR$3,0110.00%34CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$3,0020.00%14CommonSOLE
803054204SAPSAP SE$2,9550.00%12CommonSOLE
062540109BOHBANK HAWAII CORP$2,8760.00%40CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$2,8620.00%200CommonSOLE
22052L104CTVACORTEVA INC$2,8560.00%50CommonSOLE
80105N105SNYSANOFI$2,8460.00%59CommonSOLE
571903202MARMARRIOTT INTL INC NEW$2,7960.00%10CommonSOLE
30040P103EVTCEVERTEC INC$2,7660.00%80CommonSOLE
056525108BMIBADGER METER INC$2,7620.00%13CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$2,7610.00%15CommonSOLE
515098101LSTRLANDSTAR SYS INC$2,7550.00%16CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$2,7300.00%40CommonSOLE
374297109GTYGETTY RLTY CORP NEW$2,7120.00%90CommonSOLE
37733W204GSKGSK PLC$2,7060.00%80CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2,6780.00%20CommonSOLE
896522109TRNTRINITY INDS INC$2,6530.00%76CommonSOLE
00912X302ALAIR LEASE CORP$2,6520.00%55CommonSOLE
371901109GNTXGENTEX CORP$2,5960.00%90CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2,5470.00%14CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2,5270.00%30CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2,5200.00%10CommonSOLE
48251W104KKRKKR & CO INC$2,5170.00%17CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$2,5040.00%50CommonSOLE
114340102AZTAAZENTA INC$2,5000.00%50CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$2,4970.00%9CommonSOLE
231021106CMICUMMINS INC$2,4520.00%7CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$2,4470.00%31CommonSOLE
778296103ROSTROSS STORES INC$2,4380.00%16CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$2,4320.00%9CommonSOLE
366651107ITGARTNER INC$2,4220.00%5CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$2,4150.00%67CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$2,4120.00%27CommonSOLE
904708104UNFUNIFIRST CORP MASS$2,3950.00%14CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$2,3720.00%18CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$2,3650.00%23CommonSOLE
G29183103ETNEATON CORP PLC$2,3350.00%7CommonSOLE
228368106CCKCROWN HLDGS INC$2,3220.00%28CommonSOLE
885160101THOTHOR INDS INC$2,3070.00%24CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$2,2920.00%20CommonSOLE
038222105AMATAPPLIED MATLS INC$2,2870.00%14CommonSOLE
608190104MHKMOHAWK INDS INC$2,2630.00%19CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2,2370.00%5CommonSOLE
635017106FIZZNATIONAL BEVERAGE CORP$2,2190.00%52CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$2,1850.00%14CommonSOLE
00191U102EFORASGN INC$2,1670.00%26CommonSOLE
G0403H108AONAON PLC$2,1590.00%6CommonSOLE
37940X102GPNGLOBAL PMTS INC$2,1340.00%19CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$2,1290.00%28CommonSOLE
33740J104FUMBFIRST TR EXCH TRADED FD III$2,1260.00%106CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$2,1230.00%12CommonSOLE
12514G108CDWCDW CORP$2,1070.00%12CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2,1020.00%40CommonSOLE
511656100LKFNLAKELAND FINL CORP$2,0780.00%30CommonSOLE
750236101RDNRADIAN GROUP INC$2,0770.00%65CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$2,0750.00%4CommonSOLE
73278L105POOLPOOL CORP$2,0720.00%6CommonSOLE
464287127ILCBISHARES TR$2,0430.00%25CommonSOLE
668771108GENGEN DIGITAL INC$2,0310.00%74CommonSOLE
031100100AMEAMETEK INC$1,9920.00%11CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$1,9820.00%16CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1,9660.00%15CommonSOLE
66987V109NVSNOVARTIS AG$1,9460.00%20CommonSOLE
012348108AINALBANY INTL CORP$1,9190.00%24CommonSOLE
20825C104COPCONOCOPHILLIPS$1,8980.00%19CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1,8520.00%20CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$1,8460.00%13CommonSOLE
64111Q104NTGRNETGEAR INC$1,8390.00%66CommonSOLE
235851102DHRDANAHER CORPORATION$1,8380.00%8CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$1,8070.00%27CommonSOLE
98138H101WDAYWORKDAY INC$1,8060.00%7CommonSOLE
512807306LRCXLAM RESEARCH CORP$1,8060.00%25CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$1,7830.00%21CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1,7760.00%8CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$1,7750.00%13CommonSOLE
45667G103INFNEURINFINERA CORP$1,7480.00%266CommonSOLE
456837103INGING GROEP N.V.$1,7390.00%111CommonSOLE
06738E204BCSBARCLAYS PLC$1,7140.00%129CommonSOLE
770323103RHIROBERT HALF INC.$1,7030.00%24CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$1,6790.00%31CommonSOLE
579780206MKCMCCORMICK & CO INC$1,6770.00%22CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$1,6420.00%8CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1,6080.00%13CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$1,5940.00%136CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$1,5450.00%4CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$1,5410.00%32CommonSOLE
12653C108CNXCNX RES CORP$1,5400.00%42CommonSOLE
443201108HWMHOWMET AEROSPACE INC$1,5340.00%14CommonSOLE
278642103EBAYEBAY INC.$1,5050.00%24CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$1,4770.00%132CommonSOLE
98978V103ZTSZOETIS INC$1,4700.00%9CommonSOLE
G8473T100STESTERIS PLC$1,4500.00%7CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1,4480.00%24CommonSOLE
384109104GGGGRACO INC$1,4370.00%17CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$1,4360.00%528CommonSOLE
30040W108ESEVERSOURCE ENERGY$1,4360.00%25CommonSOLE
984017103XHRXENIA HOTELS & RESORTS INC$1,4270.00%96CommonSOLE
615369105MCOMOODYS CORP$1,4220.00%3CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$1,4070.00%8CommonSOLE
013872106AAALCOA CORP$1,4010.00%37CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1,3930.00%3CommonSOLE

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.