MondegarAI
Advisory Services Network, LLC

Q4 2024 · 13F-HR

Advisory Services Network, LLCholdings as filed

Filed 2025-02-13 · accession 0001573876-25-000005

$5.37B
Reported value
1,564
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1564

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$210.4M3.92%840,352CommonSOLE
67066G104NVDANVIDIA CORPORATION$163.5M3.04%1,217,143CommonSOLE
464287200IVVISHARES TR$143.2M2.67%243,217CommonSOLE
023135106AMZNAMAZON COM INC$117.9M2.20%537,622CommonSOLE
594918104MSFTMICROSOFT CORP$111.4M2.08%264,271CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$89.0M1.66%151,891CommonSOLE
46090E103QQQINVESCO QQQ TR$65.2M1.21%127,570CommonSOLE
78468R663BILSPDR SER TR$64.6M1.20%706,038CommonSOLE
11135F101AVGOBROADCOM INC$58.8M1.10%253,557CommonSOLE
30303M102METAMETA PLATFORMS INC$54.3M1.01%92,732CommonSOLE
922908736VUGVANGUARD INDEX FDS$45.6M0.85%111,014CommonSOLE
88160R101TSLATESLA INC$45.0M0.84%111,459CommonSOLE
02079K305GOOGLALPHABET INC$41.4M0.77%218,492CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$39.2M0.73%163,642CommonSOLE
532457108LLYELI LILLY & CO$37.5M0.70%48,595CommonSOLE
464288679SHVISHARES TR$36.9M0.69%335,103CommonSOLE
02079K107GOOGALPHABET INC$36.0M0.67%189,007CommonSOLE
464287804IJRISHARES TR$34.4M0.64%298,422CommonSOLE
98888G105ZECPZACKS TRUST$31.5M0.59%1,034,508CommonSOLE
464287150ITOTISHARES TR$28.6M0.53%222,529CommonSOLE
30231G102XOMEXXON MOBIL CORP$28.2M0.52%261,829CommonSOLE
464287457SHYISHARES TR$27.9M0.52%339,784CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$27.6M0.51%118,852CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$27.4M0.51%60,487CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$26.1M0.49%28,443CommonSOLE
92204A702VGTVANGUARD WORLD FD$26.1M0.49%41,899CommonSOLE
922908744VTVVANGUARD INDEX FDS$26.0M0.48%153,382CommonSOLE
464287507IJHISHARES TR$25.9M0.48%416,171CommonSOLE
437076102HDHOME DEPOT INC$25.8M0.48%66,448CommonSOLE
464287721IYWISHARES TR$25.8M0.48%161,921CommonSOLE
464287309IVWISHARES TR$25.5M0.48%251,396CommonSOLE
931142103WMTWALMART INC$25.1M0.47%278,317CommonSOLE
166764100CVXCHEVRON CORP NEW$23.5M0.44%162,145CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$23.1M0.43%95,039CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$23.1M0.43%43,802CommonSOLE
464287226AGGISHARES TR$22.7M0.42%234,630CommonSOLE
922908769VTIVANGUARD INDEX FDS$22.7M0.42%78,190CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$21.5M0.40%122,836CommonSOLE
78463V107GLDSPDR GOLD TR$21.2M0.39%87,458CommonSOLE
00287Y109ABBVABBVIE INC$21.1M0.39%118,508CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$20.6M0.38%105,279CommonSOLE
92826C839VVISA INC$20.2M0.38%63,890CommonSOLE
33734X150FXRFIRST TR EXCHANGE TRADED FD$19.8M0.37%264,388CommonSOLE
922908363VOOVANGUARD INDEX FDS$19.8M0.37%36,678CommonSOLE
040413205ANETARISTA NETWORKS INC$19.7M0.37%178,417CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$19.1M0.36%512,896CommonSOLE
33734X135FXOFIRST TR EXCHANGE TRADED FD$18.6M0.35%343,460CommonSOLE
68389X105ORCLORACLE CORP$18.4M0.34%110,399CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$17.8M0.33%96,250CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$17.6M0.33%232,389CommonSOLE
337345102QTECFIRST TR NASDAQ 100 TECH IND$17.4M0.32%92,331CommonSOLE
33734X101FXDFIRST TR EXCHANGE TRADED FD$17.0M0.32%263,696CommonSOLE
742718109PGPROCTER AND GAMBLE CO$16.8M0.31%100,471CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$16.7M0.31%478,007CommonSOLE
81762P102NOWSERVICENOW INC$16.7M0.31%15,752CommonSOLE
79466L302CRMSALESFORCE INC$16.7M0.31%49,947CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$16.6M0.31%471,765CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$16.3M0.30%73,990CommonSOLE
64110L106NFLXNETFLIX INC$16.2M0.30%18,213CommonSOLE
17275R102CSCOCISCO SYS INC$16.0M0.30%270,480CommonSOLE
46432F396MTUMISHARES TR$15.7M0.29%75,642CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$15.6M0.29%30,840CommonSOLE
571903202MARMARRIOTT INTL INC NEW$15.3M0.28%54,741CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$15.2M0.28%119,430CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$14.9M0.28%30,676CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$14.9M0.28%310,550CommonSOLE
922908611VBRVANGUARD INDEX FDS$14.6M0.27%73,890CommonSOLE
464288414MUBISHARES TR$14.6M0.27%137,086CommonSOLE
26922A222ACIOETF SER SOLUTIONS$14.6M0.27%362,125CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$14.4M0.27%359,853CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$14.2M0.26%41,557CommonSOLE
464287655IWMISHARES TR$14.2M0.26%64,067CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$14.0M0.26%242,532CommonSOLE
464288760ITAISHARES TR$13.4M0.25%92,199CommonSOLE
001055102AFLAFLAC INC$13.3M0.25%128,345CommonSOLE
G29183103ETNEATON CORP PLC$13.3M0.25%39,976CommonSOLE
747525103QCOMQUALCOMM INC$13.2M0.25%85,757CommonSOLE
149123101CATCATERPILLAR INC$13.1M0.24%36,066CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$13.0M0.24%24,986CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$13.0M0.24%65,792CommonSOLE
00724F101ADBEADOBE INC$12.6M0.23%28,253CommonSOLE
46429B663HDVISHARES TR$12.3M0.23%109,864CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$12.2M0.23%445,456CommonSOLE
69374H881COWZPACER FDS TR$12.0M0.22%213,014CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$11.9M0.22%98,330CommonSOLE
512807306LRCXLAM RESEARCH CORP$11.9M0.22%164,255CommonSOLE
464288786IAKISHARES TR$11.9M0.22%93,719CommonSOLE
464288570DSIISHARES TR$11.8M0.22%106,962CommonSOLE
20825C104COPCONOCOPHILLIPS$11.7M0.22%117,828CommonSOLE
464287408IVEISHARES TR$11.7M0.22%61,181CommonSOLE
580135101MCDMCDONALDS CORP$11.7M0.22%40,277CommonSOLE
65339F101NEENEXTERA ENERGY INC$11.6M0.22%161,550CommonSOLE
58933Y105MRKMERCK & CO INC$11.4M0.21%114,814CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$11.4M0.21%132,911CommonSOLE
464287432TLTISHARES TR$11.4M0.21%130,254CommonSOLE
78464A474SPSBSPDR SER TR$11.3M0.21%379,853CommonSOLE
478160104JNJJOHNSON & JOHNSON$11.3M0.21%78,064CommonSOLE
464287580IYCISHARES TR$11.3M0.21%117,376CommonSOLE
548661107LOWLOWES COS INC$11.3M0.21%45,624CommonSOLE
464288794IAIISHARES TR$11.1M0.21%77,328CommonSOLE
46432F842IEFAISHARES TR$11.0M0.21%157,148CommonSOLE
893641100TDGTRANSDIGM GROUP INC$10.8M0.20%8,548CommonSOLE
842587107SOSOUTHERN CO$10.5M0.20%128,123CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$10.5M0.20%108,579CommonSOLE
09260D107BXBLACKSTONE INC$10.4M0.19%60,243CommonSOLE
464287523SOXXISHARES TR$10.2M0.19%47,353CommonSOLE
718172109PMPHILIP MORRIS INTL INC$10.2M0.19%84,591CommonSOLE
464287515IGVISHARES TR$10.1M0.19%101,357CommonSOLE
713448108PEPPEPSICO INC$10.1M0.19%66,686CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$9.9M0.18%54,460CommonSOLE
872540109TJXTJX COS INC NEW$9.9M0.18%81,706CommonSOLE
464285204IAUISHARES GOLD TR$9.8M0.18%197,601CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$9.6M0.18%197,591CommonSOLE
464287168DVYISHARES TR$9.5M0.18%72,538CommonSOLE
75513E101RTXRTX CORPORATION$9.5M0.18%82,110CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$9.5M0.18%125,525CommonSOLE
718546104PSXPHILLIPS 66$9.4M0.17%82,245CommonSOLE
060505104BACBANK AMERICA CORP$9.2M0.17%208,361CommonSOLE
02209S103MOALTRIA GROUP INC$9.1M0.17%174,410CommonSOLE
00206R102TAT&T INC$9.1M0.17%400,205CommonSOLE
717081103PFEPFIZER INC$9.0M0.17%339,805CommonSOLE
46137V449EQWLINVESCO EXCHANGE TRADED FD T$8.9M0.17%87,483CommonSOLE
82509L107SHOPSHOPIFY INC$8.9M0.17%84,086CommonSOLE
025816109AXPAMERICAN EXPRESS CO$8.9M0.17%29,872CommonSOLE
217204106CPRTCOPART INC$8.8M0.16%152,699CommonSOLE
74762E102QUREQUANTA SVCS INC$8.7M0.16%27,382CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$8.6M0.16%275,660CommonSOLE
369604301GEGE AEROSPACE$8.5M0.16%50,935CommonSOLE
46434V613IUSBISHARES TR$8.4M0.16%186,554CommonSOLE
14021D107CGBLCAPITAL GROUP CORE BALANCED$8.4M0.16%269,585CommonSOLE
191216100KOCOCA COLA CO$8.4M0.16%135,067CommonSOLE
244199105DEDEERE & CO$8.4M0.16%19,771CommonSOLE
461202103INTUINTUIT$8.3M0.16%13,284CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$8.3M0.15%23,469CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$8.2M0.15%96,426CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$8.2M0.15%19,219CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$8.2M0.15%36,444CommonSOLE
464288802SUSAISHARES TR$8.1M0.15%66,989CommonSOLE
482480100KLACKLA CORP$8.1M0.15%12,903CommonSOLE
78464A854SPYMSPDR SER TR$8.0M0.15%116,484CommonSOLE
316092618FDHYFIDELITY COVINGTON TRUST$8.0M0.15%165,991CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$8.0M0.15%104,830CommonSOLE
922908595VBKVANGUARD INDEX FDS$8.0M0.15%28,422CommonSOLE
464288885EFGISHARES TR$7.9M0.15%81,319CommonSOLE
88339J105TTDTHE TRADE DESK INC$7.9M0.15%66,993CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$7.8M0.15%280,823CommonSOLE
26922A388DRSKETF SER SOLUTIONS$7.7M0.14%279,628CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$7.7M0.14%58,134CommonSOLE
03831W108APPAPPLOVIN CORP$7.6M0.14%23,554CommonSOLE
46432F339QUALISHARES TR$7.6M0.14%42,712CommonSOLE
053332102AZOAUTOZONE INC$7.6M0.14%2,372CommonSOLE
58155Q103MCKMCKESSON CORP$7.6M0.14%13,324CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$7.6M0.14%51,879CommonSOLE
038222105AMATAPPLIED MATLS INC$7.5M0.14%46,156CommonSOLE
949746101WMT2WELLS FARGO CO NEW$7.5M0.14%106,633CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$7.5M0.14%65,809CommonSOLE
34959E109FTNTFORTINET INC$7.4M0.14%78,321CommonSOLE
464288877EFVISHARES TR$7.3M0.14%138,777CommonSOLE
56585A102MPCMARATHON PETE CORP$7.2M0.13%51,512CommonSOLE
922908629VOVANGUARD INDEX FDS$7.2M0.13%27,080CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$7.1M0.13%66,008CommonSOLE
464287689IWVISHARES TR$7.1M0.13%21,235CommonSOLE
863667101SYKSTRYKER CORPORATION$7.1M0.13%19,678CommonSOLE
31428X106FDXFEDEX CORP$7.1M0.13%25,073CommonSOLE
46435U663ESMLISHARES TR$7.0M0.13%165,770CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$7.0M0.13%144,050CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$6.9M0.13%137,805CommonSOLE
922908512VOEVANGUARD INDEX FDS$6.9M0.13%42,498CommonSOLE
46434G103IEMGISHARES INC$6.9M0.13%131,614CommonSOLE
00162Q452AMLPALPS ETF TR$6.8M0.13%142,058CommonSOLE
464287614IWFISHARES TR$6.8M0.13%16,956CommonSOLE
97717Y543WTAIWISDOMTREE TR$6.8M0.13%306,882CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$6.7M0.13%87,323CommonSOLE
H1467J104CBCHUBB LIMITED$6.7M0.13%24,374CommonSOLE
78409V104SPGIS&P GLOBAL INC$6.7M0.13%13,497CommonSOLE
74349Y837PSQPROSHARES TR$6.7M0.12%179,296CommonSOLE
46434V621DGROISHARES TR$6.7M0.12%108,421CommonSOLE
36828A101GEVGE VERNOVA INC$6.6M0.12%20,075CommonSOLE
46435G425ESGUISHARES TR$6.6M0.12%51,006CommonSOLE
89832Q109TFCTRUIST FINL CORP$6.6M0.12%151,427CommonSOLE
375558103GILDGILEAD SCIENCES INC$6.6M0.12%71,087CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$6.5M0.12%324,704CommonSOLE
808524698SCHISCHWAB STRATEGIC TR$6.5M0.12%295,653CommonSOLE
46436E619EUSBISHARES TR$6.5M0.12%152,897CommonSOLE
031162100AMGNAMGEN INC$6.5M0.12%24,883CommonSOLE
58733R102MELIMERCADOLIBRE INC$6.5M0.12%3,812CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$6.5M0.12%39,221CommonSOLE
92840M102VSTVISTRA CORP$6.4M0.12%46,233CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$6.4M0.12%11,113CommonSOLE
464287598IWDISHARES TR$6.4M0.12%34,311CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$6.3M0.12%141,258CommonSOLE
369550108GDGENERAL DYNAMICS CORP$6.3M0.12%23,953CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$6.2M0.12%45,232CommonSOLE
29273V100ETENERGY TRANSFER L P$6.2M0.11%314,352CommonSOLE
911363109URIUNITED RENTALS INC$6.2M0.11%8,732CommonSOLE
97717Y527USFRWISDOMTREE TR$6.1M0.11%121,603CommonSOLE
464288158SUBISHARES TR$6.1M0.11%57,666CommonSOLE
254687106DISDISNEY WALT CO$6.1M0.11%54,369CommonSOLE
09290C509LCTUBLACKROCK ETF TRUST$6.0M0.11%94,060CommonSOLE
46436E718SGOVISHARES TR$6.0M0.11%59,929CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$6.0M0.11%61,979CommonSOLE
78464A409SPYGSPDR SER TR$5.9M0.11%67,493CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$5.9M0.11%12,679CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5.9M0.11%69,901CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$5.9M0.11%64,524CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$5.9M0.11%74,610CommonSOLE
670100205NVONOVO-NORDISK A S$5.8M0.11%67,826CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.8M0.11%72,954CommonSOLE
002824100ABTABBOTT LABS$5.8M0.11%51,345CommonSOLE
032654105ADIANALOG DEVICES INC$5.8M0.11%27,197CommonSOLE
92204A504VHTVANGUARD WORLD FD$5.8M0.11%22,670CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5.7M0.11%101,250CommonSOLE
743315103PGRPROGRESSIVE CORP$5.6M0.10%23,339CommonSOLE
115236101BROBROWN & BROWN INC$5.6M0.10%54,441CommonSOLE
G54950103LINLINDE PLC$5.5M0.10%13,224CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$5.5M0.10%107,943CommonSOLE
464288588MBBISHARES TR$5.5M0.10%60,339CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$5.5M0.10%16,572CommonSOLE
337738108FISVFISERV INC$5.5M0.10%26,795CommonSOLE
45782C680PAUGINNOVATOR ETFS TRUST$5.5M0.10%142,453CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$5.5M0.10%55,607CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$5.5M0.10%16,073CommonSOLE
74347G184BITIPROSHARES TR$5.4M0.10%225,296CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$5.4M0.10%75,025CommonSOLE
922908751VBVANGUARD INDEX FDS$5.4M0.10%22,450CommonSOLE
94106L109WMWASTE MGMT INC DEL$5.4M0.10%26,698CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$5.4M0.10%29,345CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$5.4M0.10%29,764CommonSOLE
464287101OEFISHARES TR$5.3M0.10%18,457CommonSOLE
231021106CMICUMMINS INC$5.3M0.10%15,225CommonSOLE
316092402FENYFIDELITY COVINGTON TRUST$5.3M0.10%220,959CommonSOLE
744320102PRUPRUDENTIAL FINL INC$5.2M0.10%44,057CommonSOLE
464287549IGMISHARES TR$5.2M0.10%50,970CommonSOLE
969457100WMBWILLIAMS COS INC$5.2M0.10%95,741CommonSOLE
907818108UNPUNION PAC CORP$5.2M0.10%22,623CommonSOLE
464287622IWBISHARES TR$5.1M0.10%15,960CommonSOLE
316092873FCOMFIDELITY COVINGTON TRUST$5.1M0.10%87,555CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$5.1M0.10%24,322CommonSOLE
921910725VSGXVANGUARD WORLD FD$5.1M0.10%89,956CommonSOLE
46432F834IXUSISHARES TR$5.1M0.09%76,568CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$5.0M0.09%216,521CommonSOLE
855244109SBUXSTARBUCKS CORP$5.0M0.09%54,995CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$5.0M0.09%132,767CommonSOLE
46137V274RSPUINVESCO EXCHANGE TRADED FD T$5.0M0.09%75,572CommonSOLE
46434G764EMXCISHARES INC$4.9M0.09%88,416CommonSOLE
833034101SNASNAP ON INC$4.9M0.09%14,413CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$4.9M0.09%91,936CommonSOLE
464287879IJSISHARES TR$4.9M0.09%44,663CommonSOLE
235851102DHRDANAHER CORPORATION$4.8M0.09%21,108CommonSOLE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$4.8M0.09%187,422CommonSOLE
886364231GRNYTIDAL ETF TR$4.8M0.09%239,378CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$4.8M0.09%108,404CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$4.8M0.09%94,760CommonSOLE
316092501FNCLFIDELITY COVINGTON TRUST$4.7M0.09%67,958CommonSOLE
92939U106WECWEC ENERGY GROUP INC$4.7M0.09%49,456CommonSOLE
29977A105EVREVERCORE INC$4.6M0.09%16,720CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.6M0.09%8,903CommonSOLE
464287440IEFISHARES TR$4.6M0.09%49,629CommonSOLE
03076C106AMPAMERIPRISE FINL INC$4.6M0.09%8,599CommonSOLE
46429B655FLOTISHARES TR$4.6M0.09%89,834CommonSOLE
464287465EFAISHARES TR$4.5M0.08%60,160CommonSOLE
922908538VOTVANGUARD INDEX FDS$4.5M0.08%17,763CommonSOLE
303250104FICOFAIR ISAAC CORP$4.5M0.08%2,257CommonSOLE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$4.5M0.08%114,859CommonSOLE
316092204FDISFIDELITY COVINGTON TRUST$4.5M0.08%46,015CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$4.5M0.08%70,224CommonSOLE
74349Y209PROSHARES TR$4.5M0.08%290,569CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$4.5M0.08%17,579CommonSOLE
219350105GLWCORNING INC$4.5M0.08%93,789CommonSOLE
33740U695GOCTFIRST TR EXCHNG TRADED FD VI$4.5M0.08%127,321CommonSOLE
78464A805SPTMSPDR SER TR$4.4M0.08%62,186CommonSOLE
704326107PAYXPAYCHEX INC$4.4M0.08%31,593CommonSOLE
00110G408BTALAGF INVTS TR$4.4M0.08%239,637CommonSOLE
142339100CSLCARLISLE COS INC$4.4M0.08%11,959CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$4.4M0.08%34,700CommonSOLE
654106103NKENIKE INC$4.4M0.08%57,645CommonSOLE
69374H360COWGPACER FDS TR$4.4M0.08%135,896CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$4.4M0.08%25,282CommonSOLE
464288661IEIISHARES TR$4.3M0.08%37,623CommonSOLE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$4.3M0.08%116,824CommonSOLE
46428Q109SLVISHARES SILVER TR$4.3M0.08%163,159CommonSOLE
858119100STLDSTEEL DYNAMICS INC$4.3M0.08%37,620CommonSOLE
464288646IGSBISHARES TR$4.3M0.08%82,978CommonSOLE
26875P101EOGEOG RES INC$4.3M0.08%34,781CommonSOLE
172967424CCITIGROUP INC$4.3M0.08%60,453CommonSOLE
464288240ACWXISHARES TR$4.2M0.08%81,448CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$4.2M0.08%70,340CommonSOLE
381430453GHYBGOLDMAN SACHS ETF TR$4.2M0.08%95,404CommonSOLE
69374H816PALCPACER FDS TR$4.2M0.08%85,995CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$4.2M0.08%56,854CommonSOLE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$4.2M0.08%91,397CommonSOLE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$4.2M0.08%67,118CommonSOLE
91913Y100VLOVALERO ENERGY CORP$4.1M0.08%33,731CommonSOLE
464287762IYHISHARES TR$4.1M0.08%70,934CommonSOLE
46435G516ESGDISHARES TR$4.1M0.08%54,195CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$4.1M0.08%46,134CommonSOLE
438516106HONHONEYWELL INTL INC$4.1M0.08%18,145CommonSOLE
45782C797POCTINNOVATOR ETFS TRUST$4.0M0.08%102,260CommonSOLE
443573100HUBSHUBSPOT INC$4.0M0.08%5,788CommonSOLE
922908553VNQVANGUARD INDEX FDS$4.0M0.08%45,268CommonSOLE
316092865FUTYFIDELITY COVINGTON TRUST$4.0M0.07%82,278CommonSOLE
316092857FRELFIDELITY COVINGTON TRUST$4.0M0.07%148,301CommonSOLE
46434V878ICSHISHARES TR$4.0M0.07%78,396CommonSOLE
87612G101TRGPTARGA RES CORP$3.9M0.07%21,880CommonSOLE
464287754IYJISHARES TR$3.9M0.07%29,147CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$3.9M0.07%77,584CommonSOLE
617446448MSMORGAN STANLEY$3.9M0.07%30,820CommonSOLE
69374H857CALFPACER FDS TR$3.9M0.07%87,739CommonSOLE
16411R208LNGCHENIERE ENERGY INC$3.9M0.07%17,940CommonSOLE
92189F676SMHVANECK ETF TRUST$3.8M0.07%15,787CommonSOLE
427866108HSYHERSHEY CO$3.8M0.07%22,439CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3.8M0.07%10,240CommonSOLE
09290D101BLKBLACKROCK INC$3.8M0.07%3,687CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$3.8M0.07%213,103CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$3.8M0.07%758CommonSOLE
384802104GWWGRAINGER W W INC$3.7M0.07%3,543CommonSOLE
316092246FCLDFIDELITY COVINGTON TRUST$3.7M0.07%135,787CommonSOLE
92204A876VPUVANGUARD WORLD FD$3.7M0.07%22,775CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3.7M0.07%47,467CommonSOLE
464287648IWOISHARES TR$3.7M0.07%12,766CommonSOLE
889478103TOLTOLL BROTHERS INC$3.6M0.07%28,903CommonSOLE
23331A109DHID R HORTON INC$3.6M0.07%26,025CommonSOLE
45867G101IDCCINTERDIGITAL INC$3.6M0.07%18,781CommonSOLE
921909768VXUSVANGUARD STAR FDS$3.6M0.07%60,357CommonSOLE
464287242LQDISHARES TR$3.5M0.07%33,060CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.5M0.07%58,974CommonSOLE
291011104EMREMERSON ELEC CO$3.5M0.07%28,398CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3.5M0.07%4,922CommonSOLE
084423102WRBBERKLEY W R CORP$3.5M0.07%59,902CommonSOLE
46222L108IONQIONQ INC$3.5M0.07%83,699CommonSOLE
46429B697USMVISHARES TR$3.5M0.06%39,164CommonSOLE
46140H700DBBINVESCO DB MULTI-SECTOR COMM$3.4M0.06%182,259CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$3.4M0.06%112,449CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$3.4M0.06%14,815CommonSOLE
189054109CLXCLOROX CO DEL$3.4M0.06%21,023CommonSOLE
29084Q100EMEEMCOR GROUP INC$3.4M0.06%7,501CommonSOLE
66987V109NVSNOVARTIS AG$3.4M0.06%34,879CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$3.4M0.06%6,522CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$3.4M0.06%30,635CommonSOLE
929740108WABWABTEC$3.4M0.06%17,684CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$3.3M0.06%60,459CommonSOLE
26922A446OSCVETF SER SOLUTIONS$3.3M0.06%90,363CommonSOLE
009158106APDAIR PRODS & CHEMS INC$3.3M0.06%11,516CommonSOLE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$3.3M0.06%43,312CommonSOLE
464287713IYZISHARES TR$3.3M0.06%123,023CommonSOLE
37960A438CLIPGLOBAL X FDS$3.3M0.06%32,696CommonSOLE
693718108PCARPACCAR INC$3.3M0.06%31,462CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$3.3M0.06%338,907CommonSOLE
464287812IYKISHARES TR$3.2M0.06%49,453CommonSOLE
00214Q104ARKKARK ETF TR$3.2M0.06%57,121CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$3.2M0.06%127,197CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$3.2M0.06%5,617CommonSOLE
59156R108METMETLIFE INC$3.2M0.06%39,061CommonSOLE
46434V860TFLOISHARES TR$3.2M0.06%63,285CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$3.2M0.06%173,804CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3.2M0.06%37,628CommonSOLE
464288513HYGISHARES TR$3.2M0.06%40,396CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$3.1M0.06%39,223CommonSOLE
45782C821UOCTINNOVATOR ETFS TRUST$3.1M0.06%88,534CommonSOLE
921910816MGKVANGUARD WORLD FD$3.1M0.06%9,031CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$3.1M0.06%15,256CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$3.1M0.06%15,105CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$3.1M0.06%112,904CommonSOLE
46140H502DBPINVESCO DB MULTI-SECTOR COMM$3.1M0.06%50,919CommonSOLE
69374H568PSFFPACER FDS TR$3.1M0.06%105,240CommonSOLE
26923G822PFFAETFIS SER TR I$3.1M0.06%140,677CommonSOLE
45337C102INCYINCYTE CORP$3.1M0.06%44,385CommonSOLE
384109104GGGGRACO INC$3.1M0.06%36,282CommonSOLE
40434L105HPQHP INC$3.0M0.06%93,213CommonSOLE
902973304USBUS BANCORP DEL$3.0M0.06%63,334CommonSOLE
98980G102ZSZSCALER INC$3.0M0.06%16,788CommonSOLE
233051200DBEFDBX ETF TR$3.0M0.06%72,342CommonSOLE
921910709EDVVANGUARD WORLD FD$3.0M0.06%44,196CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$3.0M0.06%13,215CommonSOLE
77543R102ROKUROKU INC$3.0M0.06%40,171CommonSOLE
075887109BDXBECTON DICKINSON & CO$3.0M0.06%13,122CommonSOLE
46284V101IRMIRON MTN INC DEL$3.0M0.06%28,296CommonSOLE
46429B267GOVTISHARES TR$3.0M0.06%128,845CommonSOLE
097023105BABOEING CO$2.9M0.05%16,662CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.9M0.05%12,499CommonSOLE
46436E551XJHISHARES TR$2.9M0.05%70,018CommonSOLE
46137V647PSIINVESCO EXCHANGE TRADED FD T$2.9M0.05%50,391CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.9M0.05%76,212CommonSOLE
278865100ECLECOLAB INC$2.9M0.05%12,362CommonSOLE
06748M196VXXBARCLAYS BANK PLC$2.9M0.05%62,748CommonSOLE
904767704UNILEVER PLC$2.9M0.05%50,660CommonSOLE
574599106MASMASCO CORP$2.9M0.05%39,539CommonSOLE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$2.9M0.05%27,348CommonSOLE
464289438IWYISHARES TR$2.9M0.05%12,144CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2.8M0.05%11,820CommonSOLE
78464A375SPIBSPDR SER TR$2.8M0.05%86,110CommonSOLE
806857108SLBSCHLUMBERGER LTD$2.8M0.05%72,977CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.8M0.05%9,549CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$2.8M0.05%57,400CommonSOLE
682680103OKEONEOK INC NEW$2.8M0.05%27,790CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.8M0.05%2,341CommonSOLE
29250N105ENBENBRIDGE INC$2.8M0.05%65,417CommonSOLE
78464A763SDYSPDR SER TR$2.8M0.05%20,981CommonSOLE
92204A207VDCVANGUARD WORLD FD$2.8M0.05%13,098CommonSOLE
464287184FXIISHARES TR$2.8M0.05%90,672CommonSOLE
46429B689EFAVISHARES TR$2.7M0.05%38,886CommonSOLE
37733W204GSKGSK PLC$2.7M0.05%81,133CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.7M0.05%12,265CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.7M0.05%6,796CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.7M0.05%72,912CommonSOLE
464287176TIPISHARES TR$2.7M0.05%25,540CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2.7M0.05%23,585CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.7M0.05%20,584CommonSOLE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$2.7M0.05%121,219CommonSOLE
665859104NTRSNORTHERN TR CORP$2.7M0.05%26,215CommonSOLE
37954Y343MLPAGLOBAL X FDS$2.7M0.05%54,042CommonSOLE
46435G672IAGGISHARES TR$2.7M0.05%53,396CommonSOLE
25746U109DDOMINION ENERGY INC$2.7M0.05%49,386CommonSOLE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$2.7M0.05%108,484CommonSOLE
46434V456IQLTISHARES TR$2.7M0.05%71,488CommonSOLE
882508104TXNTEXAS INSTRS INC$2.7M0.05%14,141CommonSOLE
81617J301WTTRSELECT WATER SOLUTIONS INC$2.6M0.05%199,833CommonSOLE
464287499IWRISHARES TR$2.6M0.05%29,841CommonSOLE
12504L109CBRECBRE GROUP INC$2.6M0.05%20,020CommonSOLE
87612E106TGTTARGET CORP$2.6M0.05%19,263CommonSOLE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$2.6M0.05%60,610CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$2.6M0.05%104,914CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$2.6M0.05%20,672CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.6M0.05%5,561CommonSOLE
23325P104DNPDNP SELECT INCOME FD INC$2.6M0.05%289,162CommonSOLE
74348A467NOBLPROSHARES TR$2.5M0.05%25,264CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$2.5M0.05%11,376CommonSOLE
N07059210ASMLASML HOLDING N V$2.5M0.05%3,623CommonSOLE
256163106DOCUDOCUSIGN INC$2.5M0.05%27,812CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$2.5M0.05%22,116CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.5M0.05%32,474CommonSOLE
126650100CVSCVS HEALTH CORP$2.5M0.05%55,001CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2.5M0.05%6,452CommonSOLE
46138E537PZAINVESCO EXCH TRADED FD TR II$2.4M0.05%103,703CommonSOLE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$2.4M0.05%45,012CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$2.4M0.05%74,500CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$2.4M0.05%13,060CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$2.4M0.05%29,734CommonSOLE
91529Y106UNMUNUM GROUP$2.4M0.05%33,100CommonSOLE
032095101APHAMPHENOL CORP NEW$2.4M0.04%34,746CommonSOLE
37045V100GMGENERAL MTRS CO$2.4M0.04%45,258CommonSOLE
247361702DALDELTA AIR LINES INC DEL$2.4M0.04%39,727CommonSOLE
651639106NEMNEWMONT CORP$2.4M0.04%64,402CommonSOLE
46432F388VLUEISHARES TR$2.4M0.04%22,675CommonSOLE
93148P102WDWALKER & DUNLOP INC$2.4M0.04%24,608CommonSOLE
761152107RMDRESMED INC$2.4M0.04%10,438CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.4M0.04%3,749CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.4M0.04%11,413CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.4M0.04%8,353CommonSOLE
464287606IJKISHARES TR$2.4M0.04%26,075CommonSOLE
15101Q207CLSCELESTICA INC$2.3M0.04%25,441CommonSOLE
98888G204SMIZZACKS TRUST$2.3M0.04%70,732CommonSOLE
26922A321DSTLETF SER SOLUTIONS$2.3M0.04%42,710CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2.3M0.04%14,273CommonSOLE
816851109SRESEMPRA$2.3M0.04%26,652CommonSOLE
655663102NDSNNORDSON CORP$2.3M0.04%11,166CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$2.3M0.04%8,593CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$2.3M0.04%9,266CommonSOLE
370334104GISGENERAL MLS INC$2.3M0.04%36,032CommonSOLE
26923N405VSLUETF OPPORTUNITIES TRUST$2.3M0.04%62,510CommonSOLE
46434G863ESGEISHARES INC$2.3M0.04%68,436CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$2.3M0.04%87,577CommonSOLE
48251W104KKRKKR & CO INC$2.3M0.04%15,331CommonSOLE
458140100INTCINTEL CORP$2.3M0.04%112,956CommonSOLE
72201R775BONDPIMCO ETF TR$2.3M0.04%25,047CommonSOLE
009066101ABNBAIRBNB INC$2.3M0.04%17,225CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$2.3M0.04%34,708CommonSOLE
26922B642JUCYETF SER SOLUTIONS$2.2M0.04%98,268CommonSOLE
46138E693PFIGINVESCO EXCH TRADED FD TR II$2.2M0.04%94,885CommonSOLE
29364G103ETRENTERGY CORP NEW$2.2M0.04%29,040CommonSOLE
12468P104AIC3 AI INC$2.2M0.04%63,570CommonSOLE
042068205ARMARM HOLDINGS PLC$2.2M0.04%17,672CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.2M0.04%36,043CommonSOLE
56035L104MAINMAIN STR CAP CORP$2.2M0.04%37,094CommonSOLE
88579Y101MMM3M CO$2.2M0.04%16,828CommonSOLE
316092881FMATFIDELITY COVINGTON TRUST$2.2M0.04%44,821CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.2M0.04%10,230CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$2.1M0.04%32,708CommonSOLE
90138F102TWLOTWILIO INC$2.1M0.04%19,755CommonSOLE
92204A405VFHVANGUARD WORLD FD$2.1M0.04%17,960CommonSOLE
780259305SHELSHELL PLC$2.1M0.04%33,765CommonSOLE
464288778IATISHARES TR$2.1M0.04%41,912CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$2.1M0.04%9,169CommonSOLE
049468101TEAMATLASSIAN CORPORATION$2.1M0.04%8,555CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$2.1M0.04%64,730CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$2.1M0.04%86,907CommonSOLE
646025106NJRNEW JERSEY RES CORP$2.1M0.04%44,015CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2.0M0.04%23,529CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$2.0M0.04%27,429CommonSOLE
55955D100MGNIMAGNITE INC$2.0M0.04%127,542CommonSOLE
46435G193SUSCISHARES TR$2.0M0.04%88,988CommonSOLE
534187109LNCLINCOLN NATL CORP IND$2.0M0.04%63,345CommonSOLE
464287481IWPISHARES TR$2.0M0.04%15,842CommonSOLE
92189F106GDXVANECK ETF TRUST$2.0M0.04%59,112CommonSOLE
464287788IYFISHARES TR$2.0M0.04%18,106CommonSOLE
126408103CSXCSX CORP$2.0M0.04%61,892CommonSOLE
46435G219IGEBISHARES TR$2.0M0.04%44,994CommonSOLE
45783Y814BUFFINNOVATOR ETFS TRUST$2.0M0.04%44,369CommonSOLE
87283Q867TCAFT ROWE PRICE ETF INC$2.0M0.04%59,149CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$2.0M0.04%51,812CommonSOLE

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.