MondegarAI
Cerity Partners LLC

Q3 2025 · 13F-HR

Cerity Partners LLCholdings as filed

Filed 2025-10-22 · accession 0001566475-25-000018

$61.67B
Reported value
2,739
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Cerity Partners LLC · Q3 2025

AI · grounded in 13F

Cerity Partners LLC reduced its position in BND by 48.80% and cut its holding in NVO by 34.61%. The fund accumulated more shares of NVDA, increasing the position by 7.40%, and added 2.79% to its holding in VOO. Other activity included trimming positions in SGOV by 24.75% and PG by 5.95%.

Holdings as filed

First 500 of 2739

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$2.69B4.37%4,401,078CommonSOLE
037833100AAPLAPPLE INC$2.22B3.61%8,800,700CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.18B3.53%11,717,139CommonSOLE
594918104MSFTMICROSOFT CORP$1.90B3.08%3,663,123CommonSOLE
464287200IVVISHARES TR$1.55B2.51%2,309,968CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.32B2.15%2,186,767CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.12B1.81%18,676,897CommonNONE
46432F842IEFAISHARES TR$1.01B1.64%11,600,724CommonSOLE
023135106AMZNAMAZON COM INC$985.6M1.60%4,498,676CommonSOLE
11135F101AVGOBROADCOM INC$947.7M1.54%2,872,494CommonSOLE
742718109PGPROCTER AND GAMBLE CO$944.1M1.53%6,144,729CommonNONE
02079K305GOOGLALPHABET INC$831.1M1.35%3,418,726CommonSOLE
02079K107GOOGALPHABET INC$790.6M1.28%3,245,951CommonSOLE
46432F339QUALISHARES TR$721.2M1.17%3,709,017CommonNONE
30303M102METAMETA PLATFORMS INC$710.2M1.15%970,695CommonSOLE
464287226AGGISHARES TR$703.9M1.14%7,021,638CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$620.1M1.01%1,965,883CommonSOLE
922908769VTIVANGUARD INDEX FDS$561.4M0.91%1,710,873CommonNONE
532457108LLYELI LILLY & CO$525.5M0.85%690,583CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$496.9M0.81%18,864,225CommonNONE
464287804IJRISHARES TR$481.2M0.78%4,049,483CommonSOLE
46090E103QQQINVESCO QQQ TR$438.6M0.71%730,613CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$386.1M0.63%767,928CommonSOLE
92826C839VVISA INC$379.0M0.61%1,110,186CommonSOLE
464287614IWFISHARES TR$374.0M0.61%798,380CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$373.5M0.61%403,482CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$371.9M0.60%796,563CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$333.2M0.54%1,756,382CommonNONE
478160104JNJJOHNSON & JOHNSON$330.6M0.54%1,782,644CommonSOLE
464287507IJHISHARES TR$325.8M0.53%4,992,224CommonNONE
46434G103IEMGISHARES INC$312.2M0.51%4,735,848CommonSOLE
931142103WMTWALMART INC$310.3M0.50%3,011,208CommonSOLE
437076102HDHOME DEPOT INC$308.9M0.50%762,518CommonSOLE
68389X105ORCLORACLE CORP$299.7M0.49%1,065,726CommonSOLE
46432F396MTUMISHARES TR$295.4M0.48%1,151,952CommonNONE
464287150ITOTISHARES TR$293.7M0.48%2,016,646CommonNONE
78464A649SPABSPDR SERIES TRUST$286.3M0.46%11,074,917CommonNONE
464287622IWBISHARES TR$276.9M0.45%757,510CommonNONE
922908629VOVANGUARD INDEX FDS$276.8M0.45%943,047CommonNONE
922908736VUGVANGUARD INDEX FDS$274.6M0.45%572,552CommonNONE
00287Y109ABBVABBVIE INC$263.3M0.43%1,137,257CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$258.4M0.42%5,092,944CommonNONE
452308109ITWILLINOIS TOOL WKS INC$240.5M0.39%922,437CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$233.1M0.38%3,961,733CommonNONE
921937827BSVVANGUARD BD INDEX FDS$229.3M0.37%2,906,337CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$229.0M0.37%3,815,434CommonNONE
464285204IAUISHARES GOLD TR$227.7M0.37%3,129,037CommonNONE
30231G102XOMEXXON MOBIL CORP$225.5M0.37%1,999,860CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$225.2M0.37%8,355,667CommonNONE
57636Q104MAMASTERCARD INCORPORATED$223.1M0.36%392,203CommonSOLE
464288661IEIISHARES TR$220.7M0.36%1,846,448CommonNONE
88160R101TSLATESLA INC$220.4M0.36%501,356CommonNONE
464287457SHYISHARES TR$217.1M0.35%2,617,150CommonNONE
872540109TJXTJX COS INC NEW$212.4M0.34%1,469,597CommonSOLE
060505104BACBANK AMERICA CORP$211.4M0.34%4,098,167CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$211.0M0.34%4,214,984CommonNONE
002824100ABTABBOTT LABS$205.0M0.33%1,530,328CommonSOLE
46434V456IQLTISHARES TR$203.6M0.33%4,601,128CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$202.1M0.33%2,687,213CommonNONE
166764100CVXCHEVRON CORP NEW$199.7M0.32%1,285,825CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$198.6M0.32%2,782,956CommonNONE
78464A508SPYVSPDR SERIES TRUST$192.1M0.31%3,472,564CommonNONE
92204A702VGTVANGUARD WORLD FD$191.4M0.31%256,353CommonNONE
922908744VTVVANGUARD INDEX FDS$189.6M0.31%1,016,839CommonSOLE
75513E101RTXRTX CORPORATION$188.7M0.31%1,127,670CommonSOLE
46436E718SGOVISHARES TR$187.5M0.30%1,861,672CommonNONE
032095101APHAMPHENOL CORP NEW$183.5M0.30%1,483,153CommonNONE
697435105PANWPALO ALTO NETWORKS INC$183.4M0.30%900,934CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$180.2M0.29%6,599,938CommonNONE
921910816MGKVANGUARD WORLD FD$179.1M0.29%444,933CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$176.6M0.29%3,258,896CommonNONE
17275R102CSCOCISCO SYS INC$172.1M0.28%2,515,793CommonSOLE
64110L106NFLXNETFLIX INC$168.1M0.27%144,157CommonSOLE
922908751VBVANGUARD INDEX FDS$165.5M0.27%650,785CommonSOLE
025072349AVLVAMERICAN CENTY ETF TR$164.2M0.27%2,271,804CommonNONE
09290D101BLKBLACKROCK INC$162.1M0.26%139,072CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$161.1M0.26%5,436,349CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$156.4M0.25%560,077CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$155.8M0.25%4,038,467CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$155.7M0.25%6,686,521CommonNONE
78463V107GLDSPDR GOLD TR$152.4M0.25%428,548CommonSOLE
79466L302CRMSALESFORCE INC$152.4M0.25%643,039CommonSOLE
922908652VXFVANGUARD INDEX FDS$149.1M0.24%712,413CommonNONE
464287465EFAISHARES TR$148.9M0.24%1,607,941CommonSOLE
580135101MCDMCDONALDS CORP$146.7M0.24%482,692CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$144.4M0.23%668,963CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$143.9M0.23%789,096CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$143.6M0.23%180,301CommonSOLE
58933Y105MRKMERCK & CO INC$143.5M0.23%1,709,626CommonSOLE
46435G326IDEVISHARES TR$142.0M0.23%1,770,943CommonSOLE
461202103INTUINTUIT$141.4M0.23%207,045CommonSOLE
518416102RODMLATTICE STRATEGIES TR$140.7M0.23%3,959,969CommonNONE
713448108PEPPEPSICO INC$139.2M0.23%990,905CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$138.4M0.22%282,207CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$136.2M0.22%2,953,818CommonNONE
254687106DISDISNEY WALT CO$132.1M0.21%1,153,875CommonSOLE
369604301GEGE AEROSPACE$129.5M0.21%430,337CommonNONE
464287655IWMISHARES TR$127.0M0.21%525,001CommonSOLE
92647N568USVMVICTORY PORTFOLIOS II$126.2M0.20%1,393,859CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$125.9M0.20%2,688,945CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$124.4M0.20%1,556,338CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$123.6M0.20%4,173,527CommonSOLE
149123101CATCATERPILLAR INC$123.1M0.20%257,954CommonSOLE
94106L109WMWASTE MGMT INC DEL$122.8M0.20%556,235CommonSOLE
911363109URIUNITED RENTALS INC$122.5M0.20%128,316CommonSOLE
464287549IGMISHARES TR$122.1M0.20%969,152CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$119.7M0.19%1,226,179CommonSOLE
438516106HONHONEYWELL INTL INC$118.5M0.19%562,861CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$118.1M0.19%1,326,229CommonNONE
863667101SYKSTRYKER CORPORATION$117.6M0.19%317,999CommonSOLE
031162100AMGNAMGEN INC$117.5M0.19%416,182CommonSOLE
921909768VXUSVANGUARD STAR FDS$116.4M0.19%1,584,181CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$112.4M0.18%2,513,989CommonNONE
46429B697USMVISHARES TR$111.6M0.18%1,173,137CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$110.1M0.18%3,458,191CommonNONE
808524607SCHASCHWAB STRATEGIC TR$105.4M0.17%3,776,607CommonNONE
808513105SCHWSCHWAB CHARLES CORP$105.2M0.17%1,102,326CommonSOLE
33939L761SKORFLEXSHARES TR$105.0M0.17%2,132,331CommonNONE
172967424CCITIGROUP INC$104.5M0.17%1,029,530CommonSHARED
770700102HOODROBINHOOD MKTS INC$103.6M0.17%723,891CommonSOLE
65339F101NEENEXTERA ENERGY INC$103.4M0.17%1,369,415CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$102.9M0.17%634,938CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$102.2M0.17%1,571,557CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$101.4M0.16%209,086CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$101.4M0.16%258,808CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$100.9M0.16%408,487CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$99.0M0.16%401,646CommonSOLE
291011104EMREMERSON ELEC CO$98.9M0.16%753,558CommonSOLE
482480100KLACKLA CORP$98.7M0.16%91,464CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$98.5M0.16%1,005,344CommonSOLE
00724F101ADBEADOBE INC$98.1M0.16%278,000CommonSOLE
H1467J104CBCHUBB LIMITED$97.8M0.16%346,658CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$97.7M0.16%346,407CommonSOLE
G54950103LINLINDE PLC$97.5M0.16%205,318CommonSOLE
88579Y101MMM3M CO$97.3M0.16%627,149CommonSHARED
808524300SCHGSCHWAB STRATEGIC TR$97.2M0.16%3,044,766CommonSOLE
78409V104SPGIS&P GLOBAL INC$94.5M0.15%194,144CommonSOLE
92189F437ANGLVANECK ETF TRUST$94.3M0.15%3,171,491CommonNONE
464288414MUBISHARES TR$92.5M0.15%867,825CommonNONE
98149E303GLDMWORLD GOLD TR$92.0M0.15%1,203,258CommonNONE
81762P102NOWSERVICENOW INC$91.5M0.15%99,467CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$91.1M0.15%263,964CommonSOLE
907818108UNPUNION PAC CORP$89.8M0.15%379,722CommonSOLE
464287440IEFISHARES TR$87.2M0.14%903,812CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$84.1M0.14%610,291CommonSOLE
747525103QCOMQUALCOMM INC$82.4M0.13%495,602CommonSOLE
N07059210ASMLASML HOLDING N V$82.3M0.13%85,018CommonSOLE
464287499IWRISHARES TR$82.3M0.13%852,310CommonSOLE
78468R101SPTSSPDR SERIES TRUST$81.6M0.13%2,781,660CommonNONE
949746101WMT2WELLS FARGO CO NEW$80.3M0.13%957,620CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$78.9M0.13%560,018CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$77.2M0.13%641,069CommonNONE
539830109LMTLOCKHEED MARTIN CORP$76.9M0.12%153,970CommonSOLE
032654105ADIANALOG DEVICES INC$74.5M0.12%303,069CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$73.9M0.12%123,960CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$73.5M0.12%164,357CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$72.6M0.12%2,888,291CommonSOLE
244199105DEDEERE & CO$72.5M0.12%158,462CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$71.7M0.12%13,278CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$71.1M0.12%910,352CommonNONE
784305104HTOH2O AMERICA$70.5M0.11%1,448,347CommonNONE
14040H105COFCAPITAL ONE FINL CORP$70.2M0.11%330,408CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$69.7M0.11%237,320CommonSOLE
512807306LRCXLAM RESEARCH CORP$69.3M0.11%517,526CommonSOLE
278865100ECLECOLAB INC$68.9M0.11%251,461CommonSOLE
191216100KOCOCA COLA CO$68.5M0.11%1,033,518CommonSOLE
882508104TXNTEXAS INSTRS INC$68.4M0.11%372,036CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$67.5M0.11%2,767,502CommonSOLE
032108888SWANAMPLIFY ETF TR$67.5M0.11%2,095,865CommonNONE
09260D107BXBLACKSTONE INC$67.0M0.11%392,308CommonSOLE
G5960L103MDTMEDTRONIC PLC$66.8M0.11%701,904CommonSOLE
665859104NTRSNORTHERN TR CORP$66.0M0.11%490,353CommonSOLE
235851102DHRDANAHER CORPORATION$65.9M0.11%332,416CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$65.0M0.11%823,699CommonNONE
46435U853USHYISHARES TR$64.2M0.10%1,698,774CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$63.7M0.10%1,449,842CommonSOLE
337738108FISVFISERV INC$63.6M0.10%493,065CommonSOLE
46429B747STIPISHARES TR$63.3M0.10%614,561CommonNONE
218352102CORTCORCEPT THERAPEUTICS INC$63.0M0.10%758,426CommonNONE
921937835BNDVANGUARD BD INDEX FDS$62.3M0.10%838,255CommonNONE
025816109AXPAMERICAN EXPRESS CO$61.9M0.10%186,335CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$61.6M0.10%305,782CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$61.5M0.10%1,062,293CommonNONE
052769106ADSKAUTODESK INC$61.3M0.10%192,924CommonSOLE
74762E102QUREQUANTA SVCS INC$59.2M0.10%142,896CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$58.8M0.10%78CommonSOLE
548661107LOWLOWES COS INC$58.6M0.09%233,039CommonSOLE
609207105MDLZMONDELEZ INTL INC$58.4M0.09%935,545CommonSOLE
G29183103ETNEATON CORP PLC$57.4M0.09%169,576CommonNONE
464288679SHVISHARES TR$57.2M0.09%517,655CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$56.9M0.09%2,635,665CommonNONE
78464A805SPTMSPDR SERIES TRUST$56.5M0.09%700,721CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$56.1M0.09%1,364,351CommonSOLE
718172109PMPHILIP MORRIS INTL INC$55.9M0.09%344,524CommonSOLE
464287101OEFISHARES TR$55.7M0.09%167,272CommonSOLE
922908553VNQVANGUARD INDEX FDS$55.2M0.09%603,729CommonSOLE
231021106CMICUMMINS INC$54.4M0.09%128,728CommonSOLE
98978V103ZTSZOETIS INC$54.3M0.09%371,198CommonSOLE
464288240ACWXISHARES TR$53.9M0.09%828,587CommonSOLE
922908611VBRVANGUARD INDEX FDS$53.4M0.09%255,634CommonNONE
36828A101GEVGE VERNOVA INC$53.3M0.09%86,748CommonNONE
458140100INTCINTEL CORP$53.0M0.09%1,579,838CommonNONE
655844108NSCNORFOLK SOUTHN CORP$52.7M0.09%175,300CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$52.0M0.08%651,511CommonNONE
464288521USRTISHARES TR$51.1M0.08%870,659CommonNONE
194162103CLCOLGATE PALMOLIVE CO$50.3M0.08%629,833CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$50.2M0.08%165,873CommonNONE
98419M100XYLXYLEM INC$50.1M0.08%339,738CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$50.0M0.08%452,834CommonSOLE
45782C797POCTINNOVATOR ETFS TRUST$49.9M0.08%1,157,588CommonNONE
902973304USBUS BANCORP DEL$49.3M0.08%1,019,410CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$48.1M0.08%239,536CommonNONE
880770102TERTERADYNE INC$48.0M0.08%348,904CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$47.9M0.08%169,987CommonSOLE
464287606IJKISHARES TR$47.8M0.08%498,874CommonSOLE
743315103PGRPROGRESSIVE CORP$47.6M0.08%192,558CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$46.7M0.08%107,213CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$46.3M0.08%1,467,592CommonNONE
464288158SUBISHARES TR$45.6M0.07%426,875CommonNONE
00206R102TAT&T INC$45.4M0.07%1,609,583CommonNONE
704326107PAYXPAYCHEX INC$45.3M0.07%357,225CommonSOLE
25434V666DFLVDIMENSIONAL ETF TRUST$44.7M0.07%1,359,716CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$44.7M0.07%265,280CommonSOLE
717081103PFEPFIZER INC$44.3M0.07%1,738,649CommonSHARED
009066101ABNBAIRBNB INC$44.3M0.07%364,824CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$44.0M0.07%355,871CommonSOLE
58155Q103MCKMCKESSON CORP$44.0M0.07%56,955CommonSOLE
464287598IWDISHARES TR$43.7M0.07%214,755CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$43.6M0.07%87,501CommonSOLE
040413205ANETARISTA NETWORKS INC$43.2M0.07%306,282CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$42.9M0.07%1,201,683CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$42.9M0.07%387,486CommonNONE
66987V109NVSNOVARTIS AG$42.7M0.07%332,682CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$42.5M0.07%942,270CommonNONE
95040Q104WELLWELLTOWER INC$42.1M0.07%236,328CommonSOLE
701094104PHPARKER-HANNIFIN CORP$42.0M0.07%55,454CommonSHARED
78467X109DIASPDR DOW JONES INDL AVERAGE$42.0M0.07%90,610CommonSOLE
771049103RBLXROBLOX CORP$41.6M0.07%300,016CommonNONE
046353108AZNNASTRAZENECA PLC$41.4M0.07%539,603CommonSOLE
038222105AMATAPPLIED MATLS INC$40.5M0.07%197,634CommonNONE
126650100CVSCVS HEALTH CORP$40.4M0.07%536,496CommonNONE
904767704UNILEVER PLC$40.2M0.07%678,771CommonSOLE
172908105CTASCINTAS CORP$40.2M0.07%195,645CommonSOLE
617446448MSMORGAN STANLEY$40.1M0.07%252,506CommonSOLE
075887109BDXBECTON DICKINSON & CO$40.1M0.07%214,382CommonSOLE
464287887IJTISHARES TR$39.9M0.06%281,844CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$39.9M0.06%550,430CommonNONE
922475108VEEVVEEVA SYS INC$39.5M0.06%132,624CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$39.4M0.06%448,658CommonNONE
464288257ACWIISHARES TR$38.7M0.06%279,951CommonNONE
41456U106OAKMHARRIS OAKMARK ETF TRUST$38.1M0.06%1,423,340CommonSOLE
02209S103MOALTRIA GROUP INC$38.0M0.06%575,041CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$37.9M0.06%415,053CommonSOLE
56585A102MPCMARATHON PETE CORP$37.3M0.06%193,425CommonSOLE
219350105GLWCORNING INC$36.3M0.06%442,515CommonSOLE
922908637VVVANGUARD INDEX FDS$35.7M0.06%115,961CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$35.7M0.06%521,252CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$35.7M0.06%750,127CommonNONE
494368103KMBKIMBERLY-CLARK CORP$35.0M0.06%281,436CommonSOLE
369550108GDGENERAL DYNAMICS CORP$35.0M0.06%102,605CommonNONE
595112103MUMICRON TECHNOLOGY INC$35.0M0.06%208,827CommonNONE
37045V100GMGENERAL MTRS CO$34.7M0.06%569,931CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$34.7M0.06%249,551CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$34.7M0.06%82,164CommonSHARED
464287309IVWISHARES TR$34.7M0.06%287,129CommonSOLE
803054204SAPSAP SE$34.4M0.06%128,881CommonSOLE
12572Q105CMECME GROUP INC$34.4M0.06%127,327CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$34.1M0.06%407,996CommonNONE
H5919C104ONONON HLDG AG$33.9M0.06%800,979CommonSOLE
26922A321DSTLETF SER SOLUTIONS$33.8M0.05%584,010CommonNONE
92189F643MOATVANECK ETF TRUST$33.4M0.05%336,774CommonSOLE
084423102WRBBERKLEY W R CORP$33.0M0.05%430,889CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$33.0M0.05%651,001CommonSOLE
871607107SNPSSYNOPSYS INC$32.5M0.05%65,852CommonSHARED
74348A467NOBLPROSHARES TR$32.4M0.05%314,691CommonSOLE
147528103CASYCASEYS GEN STORES INC$32.3M0.05%57,206CommonNONE
20825C104COPCONOCOPHILLIPS$32.2M0.05%340,697CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$32.1M0.05%179,346CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$32.0M0.05%240,292CommonSOLE
097023105BABOEING CO$31.9M0.05%147,578CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$31.8M0.05%1,009,622CommonNONE
03076C106AMPAMERIPRISE FINL INC$31.4M0.05%63,883CommonSHARED
032108821ISWNAMPLIFY ETF TR$31.3M0.05%1,484,063CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$30.9M0.05%110,568CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$30.8M0.05%88,877CommonSOLE
20030N101CMCSACOMCAST CORP NEW$30.8M0.05%978,870CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$30.7M0.05%540,264CommonSOLE
69331C108PCGPG&E CORP$30.7M0.05%2,033,329CommonNONE
872590104TMUST-MOBILE US INC$30.6M0.05%127,963CommonSOLE
97717X669DGRWWISDOMTREE TR$30.6M0.05%343,845CommonNONE
501044101KRKROGER CO$30.5M0.05%452,586CommonSOLE
36165L108GDSGDS HLDGS LTD$30.5M0.05%787,512CommonSOLE
670100205NVONOVO-NORDISK A S$30.5M0.05%558,615CommonNONE
46266C105IQVIQVIA HLDGS INC$30.4M0.05%159,717CommonSOLE
929740108WABWABTEC$30.2M0.05%150,628CommonSOLE
78464A854SPYMSPDR SERIES TRUST$30.1M0.05%383,625CommonSOLE
25809K105DASHDOORDASH INC$30.0M0.05%110,211CommonNONE
H01301128ALCALCON AG$29.9M0.05%401,241CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$29.9M0.05%334,178CommonSOLE
88642R109TDWTIDEWATER INC NEW$29.8M0.05%559,328CommonSHARED
464287705IJJISHARES TR$29.7M0.05%228,971CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$29.6M0.05%102,431CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$29.5M0.05%57,443CommonNONE
833445109SNOWSNOWFLAKE INC$29.5M0.05%130,803CommonNONE
876030107TPRTAPESTRY INC$29.3M0.05%258,391CommonNONE
88033G407THCTENET HEALTHCARE CORP$29.3M0.05%144,081CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$29.2M0.05%923,575CommonSOLE
45675Y104IIIINFORMATION SVCS GROUP INC$28.9M0.05%5,023,754CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$28.9M0.05%1,122,640CommonSOLE
780259305SHELSHELL PLC$28.4M0.05%397,528CommonSOLE
001055102AFLAFLAC INC$28.3M0.05%253,244CommonSOLE
384802104GWWGRAINGER W W INC$28.1M0.05%29,441CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$28.1M0.05%373,570CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$27.9M0.05%86,437CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$27.9M0.05%834,882CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$27.8M0.05%956,278CommonSOLE
375558103GILDGILEAD SCIENCES INC$27.8M0.05%250,653CommonSOLE
92206C599VTHRVANGUARD SCOTTSDALE FDS$27.6M0.04%93,821CommonNONE
49456B101KMIKINDER MORGAN INC DEL$27.5M0.04%970,633CommonSOLE
92204A207VDCVANGUARD WORLD FD$27.4M0.04%128,296CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$27.4M0.04%536,204CommonSOLE
199908104FIXCOMFORT SYS USA INC$27.2M0.04%33,014CommonNONE
009158106APDAIR PRODS & CHEMS INC$27.2M0.04%99,576CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$27.0M0.04%114,473CommonSHARED
02081G201ATECALPHATEC HLDGS INC$27.0M0.04%1,854,156CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$26.9M0.04%81,624CommonSOLE
74340W103PLDPROLOGIS INC.$26.4M0.04%230,795CommonNONE
89832Q109TFCTRUIST FINL CORP$26.4M0.04%576,988CommonNONE
281020107EIXEDISON INTL$26.3M0.04%475,966CommonNONE
78464A300SLYVSPDR SERIES TRUST$26.3M0.04%296,474CommonNONE
125523100CITHE CIGNA GROUP$26.3M0.04%91,100CommonSOLE
921910733ESGVVANGUARD WORLD FD$26.1M0.04%220,415CommonSOLE
92343E102VRSNVERISIGN INC$25.6M0.04%91,490CommonNONE
46435G672IAGGISHARES TR$25.6M0.04%499,083CommonNONE
48251W104KKRKKR & CO INC$25.6M0.04%196,628CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$25.5M0.04%348,297CommonSOLE
46641Q753JVALJ P MORGAN EXCHANGE TRADED F$25.4M0.04%534,125CommonSOLE
055622104BPBP PLC$25.2M0.04%731,706CommonSHARED
16411R208LNGCHENIERE ENERGY INC$25.1M0.04%107,007CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$24.9M0.04%634,967CommonSOLE
654106103NKENIKE INC$24.8M0.04%355,083CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$24.6M0.04%575,587CommonNONE
G25508105CRHCRH PLC$24.5M0.04%204,735CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$24.4M0.04%226,672CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$24.1M0.04%125,525CommonSOLE
G8473T100STESTERIS PLC$24.0M0.04%96,853CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$23.9M0.04%167,858CommonNONE
63875W406LSGRNATIXIS ETF TRUST II$23.7M0.04%534,132CommonSOLE
78464A375SPIBSPDR SERIES TRUST$23.5M0.04%693,462CommonSOLE
26603R106DUOLDUOLINGO INC$23.5M0.04%73,018CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$23.4M0.04%33,499CommonNONE
98389B100XELXCEL ENERGY INC$23.4M0.04%289,879CommonSHARED
46429B267GOVTISHARES TR$23.2M0.04%995,572CommonSOLE
086516101BBYBEST BUY INC$22.6M0.04%299,093CommonNONE
855244109SBUXSTARBUCKS CORP$22.6M0.04%266,784CommonSOLE
34959E109FTNTFORTINET INC$22.5M0.04%267,987CommonSOLE
504922105LHLABCORP HOLDINGS INC$22.5M0.04%78,384CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$22.4M0.04%617,245CommonNONE
31428X106FDXFEDEX CORP$22.4M0.04%95,083CommonNONE
842587107SOSOUTHERN CO$22.2M0.04%233,670CommonNONE
78464A656SPIPSPDR SERIES TRUST$22.1M0.04%838,358CommonNONE
778296103ROSTROSS STORES INC$22.0M0.04%144,173CommonSOLE
053332102AZOAUTOZONE INC$21.9M0.04%5,115CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$21.9M0.04%1,045,612CommonNONE
464287879IJSISHARES TR$21.7M0.04%195,884CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$21.5M0.03%431,911CommonSOLE
464287408IVEISHARES TR$21.4M0.03%103,432CommonSOLE
46432F834IXUSISHARES TR$21.3M0.03%258,520CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$21.3M0.03%175,988CommonSHARED
247361702DALDELTA AIR LINES INC DEL$21.3M0.03%374,613CommonSOLE
G87110105FTITECHNIPFMC PLC$21.2M0.03%537,128CommonNONE
649445400FLGFLAGSTAR FINANCIAL INC$21.1M0.03%1,828,960CommonSHARED
98138H101WDAYWORKDAY INC$21.1M0.03%87,726CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$21.1M0.03%34,582CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$20.8M0.03%184,988CommonNONE
031100100AMEAMETEK INC$20.7M0.03%109,945CommonSHARED
562750109MANHMANHATTAN ASSOCIATES INC$20.5M0.03%99,820CommonNONE
464287648IWOISHARES TR$20.4M0.03%63,778CommonSOLE
466313103JBLJABIL INC$20.4M0.03%93,828CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$20.3M0.03%41,994CommonNONE
464288588MBBISHARES TR$20.2M0.03%212,595CommonSOLE
464287234EEMISHARES TR$20.2M0.03%377,792CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$20.2M0.03%300,592CommonNONE
647551100NMFCNEW MTN FIN CORP$20.0M0.03%2,072,024CommonNONE
30212P303EXPEEXPEDIA GROUP INC$19.5M0.03%91,360CommonNONE
464287630IWNISHARES TR$19.5M0.03%110,229CommonSOLE
53947R105LOARLOAR HOLDINGS INC$19.4M0.03%242,326CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$19.4M0.03%125,636CommonSOLE
87612E106TGTTARGET CORP$19.2M0.03%213,626CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$19.1M0.03%231,493CommonNONE
835699307SONYSONY GROUP CORP$19.1M0.03%661,750CommonSHARED
25434V773DFISDIMENSIONAL ETF TRUST$19.0M0.03%602,113CommonNONE
615369105MCOMOODYS CORP$19.0M0.03%39,862CommonNONE
G491BT108IVZINVESCO LTD$18.8M0.03%818,143CommonNONE
40412C101HCAHCA HEALTHCARE INC$18.7M0.03%43,920CommonNONE
311900104FASTFASTENAL CO$18.7M0.03%381,771CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$18.6M0.03%345,916CommonSOLE
464287168DVYISHARES TR$18.6M0.03%131,128CommonNONE
958102105WDCWESTERN DIGITAL CORP$18.6M0.03%154,830CommonSHARED
833034101SNASNAP ON INC$18.5M0.03%53,523CommonSOLE
H2906T109GRMNGARMIN LTD$18.5M0.03%75,101CommonNONE
45409B560HFXINEW YORK LIFE INVESTMENTS ET$18.0M0.03%579,821CommonSOLE
577933104MMSMAXIMUS INC$17.9M0.03%196,298CommonNONE
22052L104CTVACORTEVA INC$17.9M0.03%264,622CommonSHARED
91913Y100VLOVALERO ENERGY CORP$17.9M0.03%104,859CommonSHARED
68622V106OGNORGANON & CO$17.7M0.03%1,653,847CommonSHARED
464288687PFFISHARES TR$17.7M0.03%558,327CommonSOLE
632307104NTRANATERA INC$17.6M0.03%109,463CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$17.4M0.03%660,946CommonNONE
82509L107SHOPSHOPIFY INC$17.3M0.03%116,464CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$17.2M0.03%553,449CommonNONE
45337C102INCYINCYTE CORP$17.2M0.03%203,000CommonNONE
988498101YUMYUM BRANDS INC$16.9M0.03%111,314CommonNONE
29977A105EVREVERCORE INC$16.9M0.03%50,065CommonNONE
149568107CVCOCAVCO INDS INC DEL$16.8M0.03%28,918CommonSHARED
337932107FEFIRSTENERGY CORP$16.7M0.03%365,055CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$16.7M0.03%279,816CommonNONE
443201108HWMHOWMET AEROSPACE INC$16.7M0.03%85,031CommonNONE
370334104GISGENERAL MLS INC$16.6M0.03%329,729CommonNONE
921910725VSGXVANGUARD WORLD FD$16.6M0.03%238,742CommonSOLE
78468R523BILSSPDR SERIES TRUST$16.5M0.03%166,238CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$16.5M0.03%212,705CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$16.4M0.03%108,969CommonNONE
115637209BF/BBROWN FORMAN CORP$16.4M0.03%607,021CommonNONE
217204106CPRTCOPART INC$16.4M0.03%364,076CommonNONE
92204A504VHTVANGUARD WORLD FD$16.3M0.03%62,736CommonSOLE
46982L108JJACOBS SOLUTIONS INC$16.1M0.03%107,411CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$16.1M0.03%25,476CommonSHARED
98980G102ZSZSCALER INC$16.0M0.03%53,522CommonNONE
03831W108APPAPPLOVIN CORP$16.0M0.03%22,260CommonNONE
871829107SYYSYSCO CORP$16.0M0.03%193,827CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$15.9M0.03%144,910CommonNONE
45782C888BAPRINNOVATOR ETFS TRUST$15.9M0.03%338,831CommonSOLE
651639106NEMNEWMONT CORP$15.8M0.03%187,843CommonNONE
718546104PSXPHILLIPS 66$15.8M0.03%116,022CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$15.8M0.03%318,509CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$15.8M0.03%234,092CommonSOLE
19762B202XCEMCOLUMBIA ETF TR II$15.7M0.03%432,949CommonNONE
55354G100MSCIMSCI INC$15.6M0.03%27,442CommonNONE
464288570DSIISHARES TR$15.6M0.03%123,516CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$15.5M0.03%50,885CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$15.4M0.03%80,608CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$15.4M0.02%492,641CommonSOLE
126408103CSXCSX CORP$15.4M0.02%433,718CommonSOLE
G3223R108EGEVEREST GROUP LTD$15.3M0.02%43,771CommonSOLE
260003108DOVDOVER CORP$15.2M0.02%91,061CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$15.1M0.02%508,322CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$15.0M0.02%428,360CommonNONE
277432100EMNEASTMAN CHEM CO$15.0M0.02%238,108CommonSOLE
29444U700EQIXEQUINIX INC$15.0M0.02%19,108CommonNONE
969457100WMBWILLIAMS COS INC$14.9M0.02%235,982CommonSHARED
29084Q100EMEEMCOR GROUP INC$14.9M0.02%23,003CommonNONE
55087P104LYFTLYFT INC$14.9M0.02%675,876CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$14.8M0.02%628,623CommonNONE
571903202MARMARRIOTT INTL INC NEW$14.7M0.02%56,525CommonSHARED
345370860FFORD MTR CO$14.7M0.02%1,227,421CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$14.6M0.02%142,051CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$14.5M0.02%103,626CommonNONE
G0403H108AONAON PLC$14.4M0.02%40,399CommonNONE
15135B101CNCCENTENE CORP DEL$14.4M0.02%403,479CommonNONE
00130H105AESAES CORP$14.3M0.02%1,087,287CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$14.3M0.02%100,867CommonNONE
233051200DBEFDBX ETF TR$14.2M0.02%306,743CommonSHARED
47233W109JEFJEFFERIES FINL GROUP INC$14.2M0.02%217,535CommonSHARED
372460105GPCGENUINE PARTS CO$14.2M0.02%102,645CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$14.2M0.02%539,517CommonSOLE
23804L103DDOGDATADOG INC$14.1M0.02%99,329CommonNONE
832696405SJMSMUCKER J M CO$14.1M0.02%129,668CommonNONE
46435G425ESGUISHARES TR$13.9M0.02%95,683CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$13.9M0.02%176,389CommonSHARED
46641Q209JPINJ P MORGAN EXCHANGE TRADED F$13.9M0.02%207,946CommonNONE
500754106KHCKRAFT HEINZ CO$13.8M0.02%530,077CommonNONE
G0585R106AGOASSURED GUARANTY LTD$13.8M0.02%162,615CommonNONE
26614N102DDDUPONT DE NEMOURS INC$13.6M0.02%175,172CommonNONE
45168D104IDXXIDEXX LABS INC$13.6M0.02%21,295CommonSOLE
30161N101EXCEXELON CORP$13.4M0.02%298,041CommonNONE
744320102PRUPRUDENTIAL FINL INC$13.4M0.02%129,300CommonNONE
464288356CMFISHARES TR$13.3M0.02%233,864CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$13.3M0.02%187,702CommonSHARED
N3167Y103RACEFERRARI N V$13.3M0.02%27,459CommonSOLE
40434L105HPQHP INC$13.3M0.02%487,806CommonNONE
464288646IGSBISHARES TR$13.3M0.02%250,332CommonSOLE
631103108NDAQNASDAQ INC$13.2M0.02%149,604CommonSHARED
925652109VICIVICI PPTYS INC$13.1M0.02%400,694CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$13.0M0.02%125,173CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$13.0M0.02%51,765CommonSOLE
25861R105DBNDDOUBLELINE ETF TRUST$12.9M0.02%276,751CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$12.8M0.02%146,837CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$12.8M0.02%46,390CommonNONE
29250N105ENBENBRIDGE INC$12.7M0.02%252,111CommonNONE
38173M102GBDCGOLUB CAP BDC INC$12.7M0.02%929,231CommonSOLE
46428Q109SLVISHARES SILVER TR$12.6M0.02%296,956CommonSOLE
205887102CAGCONAGRA BRANDS INC$12.6M0.02%687,096CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$12.5M0.02%335,503CommonNONE
05722G100BKRBAKER HUGHES COMPANY$12.5M0.02%257,462CommonSHARED
889478103TOLTOLL BROTHERS INC$12.5M0.02%90,673CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$12.5M0.02%27,429CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$12.4M0.02%149,208CommonNONE
053611109AVYAVERY DENNISON CORP$12.3M0.02%76,152CommonSHARED
739128106POWLPOWELL INDS INC$12.3M0.02%40,505CommonNONE

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.