Now live: Pro — the full 13F research suite for serious investorsSee pricing →
ASSETMARK, INC

Q1 2024 · 13F-HR

ASSETMARK, INCholdings as filed

Filed 2024-05-07 · accession 0001535865-24-000007

$30.76B
Reported value
1,935
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1935

CUSIPTickerIssuerValue% port.SharesClassVoting
921910816MGKVANGUARD WORLD FD$1.97B6.41%6,879,652CommonSOLE
921910840MGVVANGUARD WORLD FD$1.54B5.00%12,857,390CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.53B4.97%3,182,670CommonSOLE
922908611VBRVANGUARD INDEX FDS$678.3M2.21%3,534,864CommonSOLE
464287457SHYISHARES TR$598.8M1.95%7,322,496CommonSOLE
594918104MSFTMICROSOFT CORP$581.7M1.89%1,382,569CommonSOLE
464288513HYGISHARES TR$579.7M1.88%7,457,792CommonSOLE
72201R833MINTPIMCO ETF TR$552.1M1.79%5,490,920CommonSOLE
46432F842IEFAISHARES TR$551.3M1.79%7,428,363CommonSOLE
922908512VOEVANGUARD INDEX FDS$525.4M1.71%3,369,797CommonSOLE
922908538VOTVANGUARD INDEX FDS$467.9M1.52%1,984,379CommonSOLE
46434G103IEMGISHARES INC$450.7M1.47%8,734,595CommonSOLE
46429B267GOVTISHARES TR$385.7M1.25%16,937,328CommonSOLE
464287200IVVISHARES TR$384.3M1.25%731,027CommonSOLE
78468R622JNKSPDR SER TR$384.0M1.25%4,033,121CommonSOLE
67066G104NVDANVIDIA CORPORATION$371.5M1.21%411,183CommonSOLE
037833100AAPLAPPLE INC$354.2M1.15%2,065,830CommonSOLE
922908595VBKVANGUARD INDEX FDS$341.9M1.11%1,311,477CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$324.3M1.05%7,109,918CommonSOLE
02079K305GOOGLALPHABET INC$314.2M1.02%2,082,032CommonSOLE
46432F396MTUMISHARES TR$290.6M0.94%1,550,901CommonSOLE
464288620USIGISHARES TR$290.3M0.94%5,718,680CommonSOLE
30303M102METAMETA PLATFORMS INC$287.8M0.94%592,759CommonSOLE
922908744VTVVANGUARD INDEX FDS$280.8M0.91%1,724,302CommonSOLE
74347R107SSOPROSHARES TR$260.6M0.85%3,361,718CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$258.5M0.84%1,239,387CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$256.2M0.83%5,208,580CommonSOLE
464287242LQDISHARES TR$251.1M0.82%2,304,932CommonSOLE
78464A854SPYMSPDR SER TR$245.9M0.80%3,997,075CommonSOLE
464288414MUBISHARES TR$231.5M0.75%2,151,643CommonSOLE
023135106AMZNAMAZON COM INC$228.0M0.74%1,263,789CommonSOLE
742718109PGPROCTER AND GAMBLE CO$227.5M0.74%1,402,225CommonSOLE
464288661IEIISHARES TR$218.9M0.71%1,889,736CommonSOLE
11135F101AVGOBROADCOM INC$212.0M0.69%159,984CommonSOLE
46434V407SHYGISHARES TR$209.7M0.68%4,929,307CommonSOLE
922908652VXFVANGUARD INDEX FDS$204.6M0.67%1,167,146CommonSOLE
464287432TLTISHARES TR$204.2M0.66%2,157,809CommonSOLE
464288638IGIBISHARES TR$200.4M0.65%3,884,666CommonSOLE
464288281EMBISHARES TR$190.3M0.62%2,122,417CommonSOLE
922908736VUGVANGUARD INDEX FDS$185.8M0.60%539,859CommonSOLE
375558103GILDGILEAD SCIENCES INC$176.9M0.58%2,414,845CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$172.3M0.56%2,776,293CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$159.9M0.52%382,461CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$144.5M0.47%2,881,033CommonSOLE
17275R102CSCOCISCO SYS INC$140.6M0.46%2,816,501CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$140.5M0.46%674,755CommonSOLE
001055102AFLAFLAC INC$135.3M0.44%1,575,394CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$134.7M0.44%653,985CommonSOLE
46429B697USMVISHARES TR$131.4M0.43%1,571,833CommonSOLE
92840M102VSTVISTRA CORP$124.9M0.41%1,792,997CommonSOLE
46429B655FLOTISHARES TR$119.9M0.39%2,347,791CommonSOLE
46435G102ICVTISHARES TR$118.8M0.39%1,488,377CommonSOLE
G3223R108EGEVEREST GROUP LTD$115.8M0.38%291,263CommonSOLE
858119100STLDSTEEL DYNAMICS INC$109.0M0.35%735,443CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$108.8M0.35%895,305CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$105.7M0.34%339,648CommonSOLE
20030N101CMCSACOMCAST CORP NEW$105.2M0.34%2,426,826CommonSOLE
46435G326IDEVISHARES TR$104.8M0.34%1,560,480CommonSOLE
464287226AGGISHARES TR$104.1M0.34%1,063,258CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$104.1M0.34%3,257,441CommonSOLE
46434V738IEURISHARES TR$103.4M0.34%1,786,651CommonSOLE
464287804IJRISHARES TR$103.1M0.34%932,594CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$102.6M0.33%1,413,250CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$101.5M0.33%1,297,222CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$101.0M0.33%1,254,554CommonSOLE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$99.9M0.32%1,595,731CommonSOLE
78464A375SPIBSPDR SER TR$99.5M0.32%3,043,478CommonSOLE
46138E370SPHBINVESCO EXCH TRADED FD TR II$98.9M0.32%1,126,650CommonSOLE
717081103PFEPFIZER INC$96.3M0.31%3,471,141CommonSOLE
97717W422EPIWISDOMTREE TR$95.2M0.31%2,184,918CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$91.5M0.30%783,437CommonSOLE
25434V880DFAXDIMENSIONAL ETF TRUST$91.5M0.30%3,598,076CommonSOLE
02209S103MOALTRIA GROUP INC$91.2M0.30%2,091,352CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$90.6M0.29%94,170CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$88.7M0.29%860,280CommonSOLE
482480100KLACKLA CORP$87.6M0.28%125,337CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$85.5M0.28%2,036,773CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$82.8M0.27%895,845CommonSOLE
31428X106FDXFEDEX CORP$82.6M0.27%285,121CommonSOLE
125523100CITHE CIGNA GROUP$82.5M0.27%227,206CommonSOLE
78464A664SPTLSPDR SER TR$82.1M0.27%2,939,378CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$81.5M0.26%2,274,265CommonSOLE
464288653TLHISHARES TR$80.0M0.26%761,698CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$79.1M0.26%852,891CommonSOLE
031162100AMGNAMGEN INC$78.8M0.26%277,283CommonSOLE
69318G106PBFPBF ENERGY INC$78.1M0.25%1,357,056CommonSOLE
922908629VOVANGUARD INDEX FDS$77.8M0.25%311,460CommonSOLE
46434V696IPACISHARES TR$74.9M0.24%1,183,352CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$74.9M0.24%506,956CommonSOLE
745867101PHMPULTE GROUP INC$74.0M0.24%613,485CommonSOLE
46434V860TFLOISHARES TR$71.2M0.23%1,404,657CommonSOLE
23331A109DHID R HORTON INC$71.2M0.23%432,587CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$71.2M0.23%1,249,083CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$70.7M0.23%1,954,872CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$70.5M0.23%582,853CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$69.5M0.23%1,077,590CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$68.2M0.22%1,163,636CommonSOLE
969904101WSMWILLIAMS SONOMA INC$66.6M0.22%209,809CommonSOLE
922908553VNQVANGUARD INDEX FDS$66.3M0.22%766,984CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$64.7M0.21%792,379CommonSOLE
922908751VBVANGUARD INDEX FDS$64.6M0.21%282,686CommonSOLE
91529Y106UNMUNUM GROUP$64.1M0.21%1,195,464CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$63.2M0.21%729,221CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$62.2M0.20%1,233,199CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$62.1M0.20%270,162CommonSOLE
72201R783HYSPIMCO ETF TR$61.7M0.20%660,233CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$60.4M0.20%410,804CommonSOLE
464286509EWCISHARES INC$59.5M0.19%1,554,426CommonSOLE
925652109VICIVICI PPTYS INC$59.3M0.19%1,990,260CommonSOLE
78468R556XOPSPDR SER TR$59.2M0.19%382,205CommonSOLE
46435U853USHYISHARES TR$59.0M0.19%1,612,689CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$58.9M0.19%774,230CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$58.5M0.19%480,115CommonSOLE
464288752ITBISHARES TR$58.3M0.19%503,632CommonSOLE
464288646IGSBISHARES TR$58.0M0.19%1,131,384CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$57.1M0.19%854,727CommonSOLE
78464A771KCESPDR SER TR$56.7M0.18%512,577CommonSOLE
78464A672SPTISPDR SER TR$55.1M0.18%1,953,859CommonSOLE
46434V613IUSBISHARES TR$55.0M0.18%1,205,940CommonSOLE
209115104EDCONSOLIDATED EDISON INC$54.4M0.18%599,107CommonSOLE
670100205NVONOVO-NORDISK A S$53.8M0.17%418,784CommonSOLE
526057104LENLENNAR CORP$52.2M0.17%303,249CommonSOLE
46641Q225BBCAJ P MORGAN EXCHANGE TRADED F$50.9M0.17%762,096CommonSOLE
97717Y527USFRWISDOMTREE TR$50.3M0.16%1,001,045CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$49.6M0.16%525,221CommonSOLE
92189H409HYDVANECK ETF TRUST$49.2M0.16%941,265CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$49.0M0.16%48,549CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$47.9M0.16%770,904CommonSOLE
681919106OMCOMNICOM GROUP INC$47.3M0.15%489,014CommonSOLE
747525103QCOMQUALCOMM INC$45.8M0.15%270,367CommonSOLE
369604301GEGENERAL ELECTRIC CO$45.8M0.15%260,769CommonSOLE
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$45.6M0.15%482,506CommonSOLE
78468R663BILSPDR SER TR$45.0M0.15%490,071CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$45.0M0.15%93,375CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$44.6M0.14%90,093CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$43.0M0.14%586,357CommonSOLE
882508104TXNTEXAS INSTRS INC$42.3M0.14%242,841CommonSOLE
88160R101TSLATESLA INC$42.3M0.14%240,351CommonSOLE
78468R408SJNKSPDR SER TR$41.9M0.14%1,660,614CommonSOLE
464288596GBFISHARES TR$41.8M0.14%403,309CommonSOLE
464288166AGZISHARES TR$41.7M0.14%385,856CommonSOLE
464288612GVIISHARES TR$41.7M0.14%400,940CommonSOLE
464287291IXNISHARES TR$41.4M0.13%553,787CommonSOLE
78468R853SPSMSPDR SER TR$41.4M0.13%960,836CommonSOLE
464287168DVYISHARES TR$41.3M0.13%335,076CommonSOLE
038222105AMATAPPLIED MATLS INC$41.1M0.13%199,280CommonSOLE
723787107PXDEURPIONEER NAT RES CO$40.7M0.13%154,929CommonSOLE
370334104GISGENERAL MLS INC$39.8M0.13%569,455CommonSOLE
464288257ACWIISHARES TR$39.7M0.13%360,418CommonSOLE
693718108PCARPACCAR INC$39.1M0.13%315,811CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$38.6M0.13%194,865CommonSOLE
464287440IEFISHARES TR$38.2M0.12%403,766CommonSOLE
64135A705NBOSNEUBERGER BERMAN ETF TRUST$38.2M0.12%1,465,484CommonSOLE
25434V864DFSDDIMENSIONAL ETF TRUST$38.1M0.12%809,643CommonSOLE
46654Q740JGLOJ P MORGAN EXCHANGE TRADED F$37.9M0.12%660,294CommonSOLE
833034101SNASNAP ON INC$37.6M0.12%126,802CommonSOLE
464289511IGLBISHARES TR$37.2M0.12%722,273CommonSOLE
46641Q373BBINJ P MORGAN EXCHANGE TRADED F$37.0M0.12%615,159CommonSOLE
78468R101SPTSSPDR SER TR$36.9M0.12%1,276,700CommonSOLE
770323103RHIROBERT HALF INC.$36.4M0.12%458,965CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$35.9M0.12%264,209CommonSOLE
N82405106STLASTELLANTIS N.V$34.9M0.11%1,234,802CommonSOLE
78464A649SPABSPDR SER TR$34.7M0.11%1,370,777CommonSOLE
464288588MBBISHARES TR$33.9M0.11%366,593CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$33.6M0.11%80,009CommonSOLE
532457108LLYELI LILLY & CO$33.4M0.11%42,961CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$33.4M0.11%697,173CommonSOLE
78468R721TFISPDR SER TR$32.7M0.11%704,087CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$32.7M0.11%552,239CommonSOLE
79466L302CRMSALESFORCE INC$32.6M0.11%108,376CommonSOLE
461202103INTUINTUIT$31.2M0.10%47,961CommonSOLE
78464A383SPMBSPDR SER TR$30.9M0.10%1,422,583CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$30.5M0.10%152,344CommonSOLE
78464A144SPBOSPDR SER TR$30.5M0.10%1,048,161CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$30.4M0.10%720,698CommonSOLE
816851109SRESEMPRA$30.2M0.10%419,844CommonSOLE
464288448IDVISHARES TR$28.9M0.09%1,030,671CommonSOLE
060505104BACBANK AMERICA CORP$28.9M0.09%761,579CommonSOLE
81762P102NOWSERVICENOW INC$28.7M0.09%37,685CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$28.4M0.09%217,653CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$28.0M0.09%514,449CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$27.9M0.09%80,387CommonSOLE
N07059210ASMLASML HOLDING N V$27.6M0.09%28,470CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$27.5M0.09%152,184CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$27.1M0.09%642,302CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$26.5M0.09%66,349CommonSOLE
78464A847SPMDSPDR SER TR$25.6M0.08%480,187CommonSOLE
464289859AOAISHARES TR$25.5M0.08%347,045CommonSOLE
78468R200FLRNSPDR SER TR$25.5M0.08%826,712CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$25.5M0.08%488,530CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$25.2M0.08%433,668CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$25.1M0.08%136,253CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$24.8M0.08%322,451CommonSOLE
00287Y109ABBVABBVIE INC$24.3M0.08%133,710CommonSOLE
464286285EMHYISHARES INC$23.7M0.08%633,424CommonSOLE
92206C623VTWGVANGUARD SCOTTSDALE FDS$23.6M0.08%119,538CommonSOLE
97717W315DEMWISDOMTREE TR$23.5M0.08%561,637CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$23.3M0.08%364,430CommonSOLE
902494103TSNTYSON FOODS INC$23.0M0.07%392,355CommonSOLE
98149E303GLDMWORLD GOLD TR$23.0M0.07%522,346CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$22.4M0.07%717,511CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$22.3M0.07%30,426CommonSOLE
552848103MTGMGIC INVT CORP WIS$22.2M0.07%994,343CommonSOLE
12653C108CNXCNX RES CORP$22.2M0.07%934,920CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$22.0M0.07%202,805CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$21.5M0.07%170,881CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$21.4M0.07%22,054CommonSOLE
G5960L103MDTMEDTRONIC PLC$21.4M0.07%245,696CommonSOLE
617446448MSMORGAN STANLEY$21.4M0.07%227,242CommonSOLE
464289867AORISHARES TR$21.3M0.07%382,117CommonSOLE
66987V109NVSNOVARTIS AG$21.2M0.07%218,697CommonSOLE
26875P101EOGEOG RES INC$21.0M0.07%164,217CommonSOLE
233051432HYLBDBX ETF TR$20.7M0.07%579,334CommonSOLE
166764100CVXCHEVRON CORP NEW$20.3M0.07%128,575CommonSOLE
949746101WMT2WELLS FARGO CO NEW$19.6M0.06%337,467CommonSOLE
37954Y657PFFDGLOBAL X FDS$19.4M0.06%963,707CommonSOLE
126650100CVSCVS HEALTH CORP$19.4M0.06%242,646CommonSOLE
20825C104COPCONOCOPHILLIPS$19.3M0.06%151,909CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$19.2M0.06%366,903CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$19.2M0.06%251,090CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$19.1M0.06%603,920CommonSOLE
78463X871GWXSPDR INDEX SHS FDS$18.7M0.06%577,013CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$18.7M0.06%65,918CommonSOLE
25434V104DFAUDIMENSIONAL ETF TRUST$18.3M0.06%500,713CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$18.0M0.06%30,967CommonSOLE
02079K107GOOGALPHABET INC$17.9M0.06%117,877CommonSOLE
78464A508SPYVSPDR SER TR$17.8M0.06%354,437CommonSOLE
78463V107GLDSPDR GOLD TR$17.6M0.06%85,789CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$17.4M0.06%533,850CommonSOLE
78464A201SLYGSPDR SER TR$16.6M0.05%190,734CommonSOLE
G54950103LINLINDE PLC$16.6M0.05%35,661CommonSOLE
46434V621DGROISHARES TR$16.3M0.05%281,568CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$16.1M0.05%271,135CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$16.1M0.05%115,611CommonSOLE
09247X101BLKCHFBLACKROCK INC$15.9M0.05%19,087CommonSOLE
464285204IAUISHARES GOLD TR$15.8M0.05%375,538CommonSOLE
98978V103ZTSZOETIS INC$15.7M0.05%92,890CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$15.7M0.05%741,808CommonSOLE
H1467J104CBCHUBB LIMITED$15.5M0.05%59,791CommonSOLE
58933Y105MRKMERCK & CO INC$15.3M0.05%115,770CommonSOLE
654106103NKENIKE INC$15.0M0.05%159,681CommonSOLE
78464A409SPYGSPDR SER TR$15.0M0.05%204,971CommonSOLE
46429B689EFAVISHARES TR$15.0M0.05%211,206CommonSOLE
92826C839VVISA INC$14.8M0.05%53,106CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$14.8M0.05%5,084CommonSOLE
235851102DHRDANAHER CORPORATION$14.3M0.05%57,103CommonSOLE
872540109TJXTJX COS INC NEW$14.2M0.05%140,184CommonSOLE
56501R106MFCMANULIFE FINL CORP$14.2M0.05%567,739CommonSOLE
464288356CMFISHARES TR$14.2M0.05%246,333CommonSOLE
025816109AXPAMERICAN EXPRESS CO$14.0M0.05%61,562CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$13.9M0.05%12,356CommonSOLE
46435G250HYDBISHARES TR$13.9M0.05%298,161CommonSOLE
78463X772DWXSPDR INDEX SHS FDS$13.9M0.05%395,379CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$13.7M0.04%235,562CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$13.6M0.04%893,654CommonSOLE
626755102MUSAMURPHY USA INC$13.5M0.04%32,243CommonSOLE
718172109PMPHILIP MORRIS INTL INC$13.4M0.04%146,746CommonSOLE
046353108AZNNASTRAZENECA PLC$13.2M0.04%195,331CommonSOLE
78464A391EBNDSPDR SER TR$13.1M0.04%638,567CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$13.1M0.04%199,390CommonSOLE
682189105ONON SEMICONDUCTOR CORP$13.1M0.04%177,479CommonSOLE
002824100ABTABBOTT LABS$12.8M0.04%112,332CommonSOLE
46641Q878BBHYJ P MORGAN EXCHANGE TRADED F$12.8M0.04%276,385CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$12.8M0.04%304,054CommonSOLE
30231G102XOMEXXON MOBIL CORP$12.7M0.04%109,660CommonSOLE
25434V849DFNMDIMENSIONAL ETF TRUST$12.5M0.04%260,197CommonSOLE
78468R606SPHYSPDR SER TR$12.3M0.04%524,979CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$12.2M0.04%115,792CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$12.2M0.04%55,694CommonSOLE
889478103TOLTOLL BROTHERS INC$12.0M0.04%92,845CommonSOLE
92189F353HYEMVANECK ETF TRUST$12.0M0.04%628,244CommonSOLE
217204106CPRTCOPART INC$11.8M0.04%203,817CommonSOLE
032654105ADIANALOG DEVICES INC$11.8M0.04%59,542CommonSOLE
75513E101RTXRTX CORPORATION$11.7M0.04%120,274CommonSOLE
580135101MCDMCDONALDS CORP$11.7M0.04%41,479CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$11.7M0.04%72,130CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$11.6M0.04%74,294CommonSOLE
97717W604DESWISDOMTREE TR$11.5M0.04%353,243CommonSOLE
14316J108CGCARLYLE GROUP INC$11.4M0.04%242,540CommonSOLE
670837103OGEOGE ENERGY CORP$11.3M0.04%329,863CommonSOLE
437076102HDHOME DEPOT INC$11.1M0.04%29,008CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$11.1M0.04%255,203CommonSOLE
126408103CSXCSX CORP$11.1M0.04%299,546CommonSOLE
464287473IWSISHARES TR$11.1M0.04%88,576CommonSOLE
369550108GDGENERAL DYNAMICS CORP$11.1M0.04%39,149CommonSOLE
803054204SAPSAP SE$11.0M0.04%56,337CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$10.9M0.04%63,354CommonSOLE
464287481IWPISHARES TR$10.8M0.04%94,796CommonSOLE
040413106ANETEURARISTA NETWORKS INC$10.6M0.03%36,545CommonSOLE
701094104PHPARKER-HANNIFIN CORP$10.6M0.03%19,041CommonSOLE
750917106RMBSRAMBUS INC DEL$10.6M0.03%170,743CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$10.4M0.03%16,942CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$10.4M0.03%15,335CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$10.3M0.03%190,454CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$10.3M0.03%613,279CommonSOLE
G29183103ETNEATON CORP PLC$10.3M0.03%32,809CommonSOLE
82489T104SWAVUSDSHOCKWAVE MED INC$10.2M0.03%31,277CommonSOLE
56585A102MPCMARATHON PETE CORP$10.2M0.03%50,535CommonSOLE
031100100AMEAMETEK INC$10.2M0.03%55,575CommonSOLE
009158106APDAIR PRODS & CHEMS INC$10.1M0.03%41,632CommonSOLE
00724F101ADBEADOBE INC$10.1M0.03%19,931CommonSOLE
46090E103QQQINVESCO QQQ TR$9.9M0.03%22,199CommonSOLE
64110L106NFLXNETFLIX INC$9.8M0.03%16,144CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$9.8M0.03%65,630CommonSOLE
892672106TWTRADEWEB MKTS INC$9.6M0.03%92,312CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$9.6M0.03%85,400CommonSOLE
464287648IWOISHARES TR$9.3M0.03%34,327CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$9.2M0.03%25,959CommonSOLE
60937P106MDBMONGODB INC$9.1M0.03%25,397CommonSOLE
464287630IWNISHARES TR$9.1M0.03%57,204CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$9.0M0.03%261,544CommonSOLE
48251W104KKRKKR & CO INC$8.9M0.03%88,634CommonSOLE
45168D104IDXXIDEXX LABS INC$8.9M0.03%16,506CommonSOLE
478160104JNJJOHNSON & JOHNSON$8.9M0.03%56,284CommonSOLE
464288679SHVISHARES TR$8.9M0.03%80,171CommonSOLE
855244109SBUXSTARBUCKS CORP$8.8M0.03%96,617CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$8.8M0.03%128,417CommonSOLE
89151E109TTENTOTALENERGIES SE$8.8M0.03%127,494CommonSOLE
464286319DVYEISHARES INC$8.6M0.03%329,856CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$8.6M0.03%99,946CommonSOLE
548661107LOWLOWES COS INC$8.5M0.03%33,431CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$8.5M0.03%277,689CommonSOLE
65339F101NEENEXTERA ENERGY INC$8.5M0.03%132,478CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$8.3M0.03%114,472CommonSOLE
835699307SONYSONY GROUP CORP$8.2M0.03%95,744CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$8.2M0.03%32,923CommonSOLE
46138E537PZAINVESCO EXCH TRADED FD TR II$8.0M0.03%337,494CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$8.0M0.03%48,924CommonSOLE
46435G474FALNISHARES TR$8.0M0.03%296,724CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$8.0M0.03%188,965CommonSOLE
020002101ALLALLSTATE CORP$7.9M0.03%45,508CommonSOLE
871607107SNPSSYNOPSYS INC$7.8M0.03%13,683CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$7.8M0.03%16,268CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$7.8M0.03%90,569CommonSOLE
244199105DEDEERE & CO$7.8M0.03%18,879CommonSOLE
78468R515EMHCSPDR SER TR$7.7M0.03%319,821CommonSOLE
256677105DGDOLLAR GEN CORP NEW$7.7M0.02%49,140CommonSOLE
075887109BDXBECTON DICKINSON & CO$7.7M0.02%30,986CommonSOLE
78468R739SHMSPDR SER TR$7.6M0.02%160,972CommonSOLE
743315103PGRPROGRESSIVE CORP$7.6M0.02%36,893CommonSOLE
35137L105FOXAFOX CORP$7.6M0.02%243,783CommonSOLE
929160109VMCVULCAN MATLS CO$7.5M0.02%27,611CommonSOLE
74340W103PLDPROLOGIS INC.$7.5M0.02%57,227CommonSOLE
515098101LSTRLANDSTAR SYS INC$7.4M0.02%38,616CommonSOLE
78468R861TIPXSPDR SER TR$7.4M0.02%394,622CommonSOLE
759509102RSRELIANCE INC$7.3M0.02%21,950CommonSOLE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$7.3M0.02%95,947CommonSOLE
464287176TIPISHARES TR$7.3M0.02%67,866CommonSOLE
260003108DOVDOVER CORP$7.3M0.02%41,006CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$7.2M0.02%17,221CommonSOLE
907818108UNPUNION PAC CORP$7.2M0.02%29,091CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$7.1M0.02%113,347CommonSOLE
902973304USBUS BANCORP DEL$7.1M0.02%158,459CommonSOLE
922475108VEEVVEEVA SYS INC$7.1M0.02%30,535CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$7.1M0.02%46,116CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$7.0M0.02%48,076CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$7.0M0.02%86,417CommonSOLE
893641100TDGTRANSDIGM GROUP INC$7.0M0.02%5,650CommonSOLE
292562105WIREEURENCORE WIRE CORP$7.0M0.02%26,459CommonSOLE
89055F103BLDTOPBUILD CORP$6.9M0.02%15,578CommonSOLE
98138H101WDAYWORKDAY INC$6.8M0.02%25,082CommonSOLE
285512109EAELECTRONIC ARTS INC$6.8M0.02%51,260CommonSOLE
683344105ONTOONTO INNOVATION INC$6.8M0.02%37,548CommonSOLE
464288687PFFISHARES TR$6.7M0.02%208,484CommonSOLE
931142103WMTWALMART INC$6.7M0.02%110,727CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$6.7M0.02%34,830CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$6.6M0.02%137,363CommonSOLE
036752103ELVELEVANCE HEALTH INC$6.6M0.02%12,652CommonSOLE
380237107GDDYGODADDY INC$6.5M0.02%54,729CommonSOLE
172967424CCITIGROUP INC$6.5M0.02%102,642CommonSOLE
87241L109TFIITFI INTL INC$6.4M0.02%40,330CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$6.4M0.02%141,266CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$6.4M0.02%160,470CommonSOLE
055622104BPBP PLC$6.4M0.02%169,124CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$6.4M0.02%77,428CommonSOLE
191216100KOCOCA COLA CO$6.3M0.02%103,462CommonSOLE
78467V848TOTLSSGA ACTIVE ETF TR$6.3M0.02%157,433CommonSOLE
22160N109CSGPCOSTAR GROUP INC$6.3M0.02%65,104CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$6.2M0.02%147,014CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$6.2M0.02%79,702CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$6.1M0.02%84,150CommonSOLE
872590104TMUST-MOBILE US INC$6.1M0.02%37,218CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$6.0M0.02%28,348CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$6.0M0.02%111,142CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$6.0M0.02%20,048CommonSOLE
98389B100XELXCEL ENERGY INC$6.0M0.02%111,656CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$5.9M0.02%28,895CommonSOLE
46432F339QUALISHARES TR$5.9M0.02%35,958CommonSOLE
403949100DINOHF SINCLAIR CORP$5.9M0.02%97,758CommonSOLE
090572207BIOBIO RAD LABS INC$5.9M0.02%16,959CommonSOLE
46435G524IGROISHARES TR$5.8M0.02%86,179CommonSOLE
009066101ABNBAIRBNB INC$5.8M0.02%34,999CommonSOLE
693506107PPGPPG INDS INC$5.7M0.02%39,452CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$5.6M0.02%105,232CommonSOLE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$5.6M0.02%79,910CommonSOLE
55305B101MHOM/I HOMES INC$5.6M0.02%40,815CommonSOLE
33738D804FSIGFIRST TR EXCHANGE-TRADED FD$5.5M0.02%294,618CommonSOLE
09290C509LCTUBLACKROCK ETF TRUST$5.5M0.02%96,322CommonSOLE
252131107DXCMDEXCOM INC$5.5M0.02%39,572CommonSOLE
443573100HUBSHUBSPOT INC$5.4M0.02%8,698CommonSOLE
62944T105NVRNVR INC$5.4M0.02%663CommonSOLE
60770K107MRNAMODERNA INC$5.3M0.02%49,638CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$5.3M0.02%79,852CommonSOLE
59156R108METMETLIFE INC$5.3M0.02%71,063CommonSOLE
624756102MLIMUELLER INDS INC$5.2M0.02%95,844CommonSOLE
65290E101NXTNEXTRACKER INC$5.1M0.02%90,815CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$5.1M0.02%32,657CommonSOLE
713448108PEPPEPSICO INC$5.1M0.02%29,096CommonSOLE
231021106CMICUMMINS INC$5.1M0.02%17,261CommonSOLE
464287671IUSGISHARES TR$5.0M0.02%43,085CommonSOLE
97717W307DLNWISDOMTREE TR$5.0M0.02%69,853CommonSOLE
806857108SLBSCHLUMBERGER LTD$5.0M0.02%91,757CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$5.0M0.02%113,102CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$5.0M0.02%8,894CommonSOLE
464287309IVWISHARES TR$4.9M0.02%57,855CommonSOLE
438128308HMCHONDA MOTOR LTD$4.9M0.02%130,570CommonSOLE
21874C102CNMCORE & MAIN INC$4.9M0.02%84,863CommonSOLE
33737J174FDTFIRST TR EXCH TRD ALPHDX FD$4.9M0.02%86,442CommonSOLE
82509L107SHOPSHOPIFY INC$4.7M0.02%61,411CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$4.7M0.02%31,823CommonSOLE
97717W471USDUWISDOMTREE TR$4.7M0.02%180,716CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$4.7M0.02%28,090CommonSOLE
58733R102MELIMERCADOLIBRE INC$4.7M0.02%3,111CommonSOLE
337738108FISVFISERV INC$4.7M0.02%29,417CommonSOLE
55261F104MTBM & T BK CORP$4.7M0.02%32,256CommonSOLE
464286749EWLISHARES INC$4.7M0.02%98,138CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.7M0.02%66,695CommonSOLE
053332102AZOAUTOZONE INC$4.7M0.02%1,477CommonSOLE
46090A879VRIGINVESCO ACTIVELY MANAGED ETF$4.7M0.02%185,550CommonSOLE
88706T108TIMBTIM S A$4.6M0.02%260,925CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$4.5M0.01%61,222CommonSOLE
45687V106IRINGERSOLL RAND INC$4.5M0.01%47,266CommonSOLE
57686G105MATXMATSON INC$4.5M0.01%39,915CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$4.4M0.01%16,171CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$4.4M0.01%107,948CommonSOLE
801056102SANMSANMINA CORPORATION$4.3M0.01%69,455CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$4.3M0.01%127,473CommonSOLE
80105N105SNYSANOFI$4.3M0.01%87,890CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$4.2M0.01%2,596CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$4.2M0.01%34,116CommonSOLE
48666K109KBHKB HOME$4.2M0.01%59,563CommonSOLE
125896100CMSCMS ENERGY CORP$4.2M0.01%69,963CommonSOLE
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$4.2M0.01%34,085CommonSOLE
780259305SHELSHELL PLC$4.2M0.01%62,599CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$4.1M0.01%31,254CommonSOLE
128030202CALMCAL MAINE FOODS INC$4.1M0.01%68,971CommonSOLE
084423102WRBBERKLEY W R CORP$4.1M0.01%45,883CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$4.0M0.01%45,125CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$4.0M0.01%126,016CommonSOLE
149123101CATCATERPILLAR INC$4.0M0.01%10,969CommonSOLE
29362U104ENTGENTEGRIS INC$4.0M0.01%28,146CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$4.0M0.01%40,874CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$3.9M0.01%50,306CommonSOLE
767204100RIORIO TINTO PLC$3.9M0.01%61,371CommonSOLE
904767704UNILEVER PLC$3.9M0.01%77,356CommonSOLE
37045V100GMGENERAL MTRS CO$3.9M0.01%85,589CommonSOLE
22052L104CTVACORTEVA INC$3.9M0.01%67,190CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$3.9M0.01%51,713CommonSOLE
444859102HUMHUMANA INC$3.8M0.01%11,046CommonSOLE
33734X143FXHFIRST TR EXCHANGE TRADED FD$3.8M0.01%34,906CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$3.8M0.01%1,042CommonSOLE
29444U700EQIXEQUINIX INC$3.8M0.01%4,570CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.8M0.01%31,937CommonSOLE
254687106DISDISNEY WALT CO$3.8M0.01%30,753CommonSOLE
464288570DSIISHARES TR$3.8M0.01%37,290CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$3.7M0.01%73,681CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.7M0.01%17,495CommonSOLE
09260D107BXBLACKSTONE INC$3.7M0.01%28,314CommonSOLE
46435G193SUSCISHARES TR$3.7M0.01%161,690CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$3.7M0.01%15,638CommonSOLE
12572Q105CMECME GROUP INC$3.7M0.01%17,018CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$3.7M0.01%65,159CommonSOLE
466313103JBLJABIL INC$3.7M0.01%27,304CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$3.7M0.01%176,796CommonSOLE
969457100WMBWILLIAMS COS INC$3.6M0.01%93,410CommonSOLE
256135203RDYDR REDDYS LABS LTD$3.6M0.01%49,370CommonSOLE
35473P595FLBLFRANKLIN TEMPLETON ETF TR$3.6M0.01%147,086CommonSOLE
760759100RSGREPUBLIC SVCS INC$3.6M0.01%18,810CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$3.6M0.01%191,570CommonSOLE
78409V104SPGIS&P GLOBAL INC$3.6M0.01%8,390CommonSOLE
127097103CTRACOTERRA ENERGY INC$3.6M0.01%127,550CommonSOLE
500754106KHCKRAFT HEINZ CO$3.5M0.01%96,178CommonSOLE
78468R788SPYDSPDR SER TR$3.5M0.01%86,285CommonSOLE
46431W705LQDHISHARES U S ETF TR$3.5M0.01%37,337CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$3.5M0.01%108,283CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$3.4M0.01%117,968CommonSOLE
45337C102INCYINCYTE CORP$3.4M0.01%59,721CommonSOLE
071813109BAXBAXTER INTL INC$3.4M0.01%79,488CommonSOLE
46436E767USXFISHARES TR$3.4M0.01%74,775CommonSOLE
571903202MARMARRIOTT INTL INC NEW$3.4M0.01%13,379CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$3.3M0.01%25,851CommonSOLE
559222401MGAMAGNA INTL INC$3.3M0.01%60,891CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$3.3M0.01%51,530CommonSOLE
518439104ELLAUDER ESTEE COS INC$3.3M0.01%21,403CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$3.3M0.01%68,140CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$3.3M0.01%87,552CommonSOLE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$3.2M0.01%142,785CommonSOLE
67092P201NULGNUSHARES ETF TR$3.2M0.01%42,140CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$3.2M0.01%24,075CommonSOLE
58155Q103MCKMCKESSON CORP$3.1M0.01%5,857CommonSOLE

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.