MondegarAI
Advisory Services Network, LLC

Q2 2025 · 13F-HR

Advisory Services Network, LLCholdings as filed

Filed 2025-08-19 · accession 0001573876-25-000016

$6.21B
Reported value
1,742
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Advisory Services Network, LLC · Q2 2025

AI · grounded in 13F

Advisory Services Network, LLC established a new position in NVDA valued at $225.8M. The fund also initiated new stakes in AAPL for $183.5M and MSFT for $147.7M. Other new additions include WMT, AMZN, and IVV. Total assets under management stand at $6.2B across 1,742 positions.

Holdings as filed

First 500 of 1742

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$225.8M3.63%1,269,375CommonSOLE
037833100AAPLAPPLE INC$183.5M2.95%883,828CommonSOLE
594918104MSFTMICROSOFT CORP$147.7M2.38%276,784CommonSOLE
931142103WMTWALMART INC$125.5M2.02%1,280,829CommonSOLE
023135106AMZNAMAZON COM INC$119.9M1.93%512,204CommonSOLE
464287200IVVISHARES TR$109.4M1.76%172,387CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$107.5M1.73%170,140CommonSOLE
46090E103QQQINVESCO QQQ TR$94.4M1.52%167,053CommonSOLE
11135F101AVGOBROADCOM INC$69.2M1.11%235,684CommonSOLE
30303M102METAMETA PLATFORMS INC$61.4M0.99%79,409CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$52.2M0.84%176,168CommonSOLE
78468R663BILSPDR SERIES TRUST$51.1M0.82%556,406CommonSOLE
02079K305GOOGLALPHABET INC$50.0M0.80%260,422CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$44.9M0.72%283,720CommonSOLE
98888G105ZECPZACKS TRUST$39.7M0.64%1,227,500CommonSOLE
922908769VTIVANGUARD INDEX FDS$38.6M0.62%124,123CommonSOLE
26922A222ACIOETF SER SOLUTIONS$37.2M0.60%890,834CommonSOLE
532457108LLYELI LILLY & CO$35.9M0.58%48,563CommonSOLE
88160R101TSLATESLA INC$32.4M0.52%105,109CommonSOLE
464288679SHVISHARES TR$32.0M0.52%289,879CommonSOLE
78463V107GLDSPDR GOLD TR$31.9M0.51%105,196CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$30.5M0.49%64,713CommonSOLE
922908736VUGVANGUARD INDEX FDS$30.4M0.49%66,879CommonSOLE
68389X105ORCLORACLE CORP$29.4M0.47%115,988CommonSOLE
922908744VTVVANGUARD INDEX FDS$29.4M0.47%166,107CommonSOLE
922908363VOOVANGUARD INDEX FDS$29.4M0.47%50,594CommonSOLE
464287150ITOTISHARES TR$28.8M0.46%208,641CommonSOLE
02079K107GOOGALPHABET INC$28.6M0.46%148,057CommonSOLE
464287804IJRISHARES TR$27.9M0.45%253,292CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$27.7M0.45%105,241CommonSOLE
464287457SHYISHARES TR$27.1M0.44%328,065CommonSOLE
30231G102XOMEXXON MOBIL CORP$27.0M0.43%242,051CommonSOLE
46436E718SGOVISHARES TR$26.5M0.43%263,078CommonSOLE
00287Y109ABBVABBVIE INC$25.9M0.42%137,081CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$25.0M0.40%26,589CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$24.9M0.40%44,011CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$23.6M0.38%86,111CommonSOLE
92826C839VVISA INC$22.2M0.36%64,146CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$22.1M0.36%91,361CommonSOLE
166764100CVXCHEVRON CORP NEW$22.1M0.36%145,461CommonSOLE
64110L106NFLXNETFLIX INC$21.8M0.35%18,762CommonSOLE
040413205ANETARISTA NETWORKS INC$21.7M0.35%176,186CommonSOLE
464287226AGGISHARES TR$21.6M0.35%219,448CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$21.4M0.34%116,486CommonSOLE
437076102HDHOME DEPOT INC$21.1M0.34%57,428CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$21.0M0.34%372,683CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$20.5M0.33%21,202CommonSOLE
33734X184FXUFIRST TR EXCHANGE TRADED FD$20.3M0.33%455,369CommonSOLE
36828A101GEVGE VERNOVA INC$20.2M0.32%30,579CommonSOLE
33734X135FXOFIRST TR EXCHANGE TRADED FD$20.0M0.32%351,062CommonSOLE
33734X150FXRFIRST TR EXCHANGE TRADED FD$19.9M0.32%257,724CommonSOLE
464287507IJHISHARES TR$19.8M0.32%314,681CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$19.8M0.32%298,935CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$19.0M0.31%41,883CommonSOLE
26922A388DRSKETF SER SOLUTIONS$19.0M0.31%665,809CommonSOLE
17275R102CSCOCISCO SYS INC$18.6M0.30%273,560CommonSOLE
149123101CATCATERPILLAR INC$17.6M0.28%40,108CommonSOLE
33733E401QQXTFIRST TR EXCHANGE-TRADED FD$17.5M0.28%177,640CommonSOLE
742718109PGPROCTER AND GAMBLE CO$17.3M0.28%114,757CommonSOLE
464287432TLTISHARES TR$17.2M0.28%197,376CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$16.9M0.27%66,609CommonSOLE
46429B663HDVISHARES TR$16.8M0.27%141,620CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$16.7M0.27%630,378CommonSOLE
46434V878ICSHISHARES TR$16.5M0.27%325,337CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$16.4M0.26%290,347CommonSOLE
46432F396MTUMISHARES TR$16.3M0.26%67,625CommonSOLE
464287309IVWISHARES TR$15.9M0.26%139,461CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$15.7M0.25%89,137CommonSOLE
464287168DVYISHARES TR$15.6M0.25%115,154CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$15.5M0.25%362,539CommonSOLE
512807306LRCXLAM RESEARCH CORP$15.4M0.25%162,346CommonSOLE
464287721IYWISHARES TR$15.2M0.25%84,022CommonSOLE
464287408IVEISHARES TR$15.2M0.24%77,037CommonSOLE
464288760ITAISHARES TR$15.2M0.24%77,182CommonSOLE
464288794IAIISHARES TR$14.9M0.24%84,695CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$14.7M0.24%485,749CommonSOLE
79466L302CRMSALESFORCE INC$14.4M0.23%55,801CommonSOLE
571903202MARMARRIOTT INTL INC NEW$14.3M0.23%54,288CommonSOLE
369604301GEGE AEROSPACE$14.2M0.23%52,327CommonSOLE
478160104JNJJOHNSON & JOHNSON$14.1M0.23%85,838CommonSOLE
580135101MCDMCDONALDS CORP$14.1M0.23%47,044CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$14.1M0.23%68,379CommonSOLE
46432F842IEFAISHARES TR$14.1M0.23%171,895CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$13.9M0.22%159,506CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$13.9M0.22%55,651CommonSOLE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$13.6M0.22%215,388CommonSOLE
747525103QCOMQUALCOMM INC$13.6M0.22%92,871CommonSOLE
464288786IAKISHARES TR$13.6M0.22%106,596CommonSOLE
G29183103ETNEATON CORP PLC$13.6M0.22%35,295CommonSOLE
81762P102NOWSERVICENOW INC$13.6M0.22%14,372CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$13.5M0.22%267,036CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$13.4M0.22%65,125CommonSOLE
718172109PMPHILIP MORRIS INTL INC$13.4M0.22%81,582CommonSOLE
464288414MUBISHARES TR$13.3M0.21%127,589CommonSOLE
893641100TDGTRANSDIGM GROUP INC$13.2M0.21%8,232CommonSOLE
464287515IGVISHARES TR$13.1M0.21%117,301CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$12.9M0.21%26,752CommonSOLE
78464A474SPSBSPDR SERIES TRUST$12.9M0.21%427,035CommonSOLE
78464A854SPYMSPDR SERIES TRUST$12.8M0.21%172,286CommonSOLE
65339F101NEENEXTERA ENERGY INC$12.7M0.20%178,284CommonSOLE
464288877EFVISHARES TR$12.6M0.20%199,410CommonSOLE
244199105DEDEERE & CO$12.5M0.20%23,795CommonSOLE
46434G103IEMGISHARES INC$12.4M0.20%205,276CommonSOLE
46641Q373BBINJ P MORGAN EXCHANGE TRADED F$12.4M0.20%186,919CommonSOLE
922908611VBRVANGUARD INDEX FDS$12.4M0.20%62,308CommonSOLE
69374H881COWZPACER FDS TR$12.3M0.20%221,707CommonSOLE
20825C104COPCONOCOPHILLIPS$12.2M0.20%128,250CommonSOLE
02209S103MOALTRIA GROUP INC$12.2M0.20%197,256CommonSOLE
872540109TJXTJX COS INC NEW$12.2M0.20%97,910CommonSOLE
92204A702VGTVANGUARD WORLD FD$12.1M0.19%17,454CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$11.9M0.19%28,314CommonSOLE
464287580IYCISHARES TR$11.9M0.19%119,013CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$11.7M0.19%149,097CommonSOLE
842587107SOSOUTHERN CO$11.7M0.19%123,591CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$11.6M0.19%277,003CommonSOLE
713448108PEPPEPSICO INC$11.4M0.18%82,490CommonSOLE
464287655IWMISHARES TR$11.3M0.18%51,305CommonSOLE
464287614IWFISHARES TR$11.1M0.18%25,280CommonSOLE
464287788IYFISHARES TR$11.1M0.18%91,004CommonSOLE
025816109AXPAMERICAN EXPRESS CO$11.1M0.18%37,069CommonSOLE
482480100KLACKLA CORP$11.0M0.18%12,522CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$10.9M0.18%118,226CommonSOLE
00206R102TAT&T INC$10.9M0.18%397,806CommonSOLE
001055102AFLAFLAC INC$10.8M0.17%109,194CommonSOLE
92840M102VSTVISTRA CORP$10.8M0.17%51,828CommonSOLE
58733R102MELIMERCADOLIBRE INC$10.8M0.17%4,547CommonSOLE
464285204IAUISHARES GOLD TR$10.7M0.17%172,220CommonSOLE
461202103INTUINTUIT$10.7M0.17%13,596CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$10.6M0.17%213,853CommonSOLE
594972408MSTRMICROSTRATEGY INC$10.6M0.17%26,260CommonSOLE
464288570DSIISHARES TR$10.5M0.17%87,900CommonSOLE
58155Q103MCKMCKESSON CORP$10.4M0.17%15,052CommonSOLE
548661107LOWLOWES COS INC$10.4M0.17%46,372CommonSOLE
922908629VOVANGUARD INDEX FDS$10.3M0.17%36,143CommonSOLE
03831W108APPAPPLOVIN CORP$10.3M0.17%26,340CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$10.0M0.16%199,893CommonSOLE
375558103GILDGILEAD SCIENCES INC$9.9M0.16%88,354CommonSOLE
038222105AMATAPPLIED MATLS INC$9.8M0.16%54,688CommonSOLE
58933Y105MRKMERCK & CO INC$9.7M0.16%124,510CommonSOLE
060505104BACBANK AMERICA CORP$9.7M0.16%205,692CommonSOLE
863667101SYKSTRYKER CORPORATION$9.7M0.16%24,621CommonSOLE
191216100KOCOCA COLA CO$9.6M0.16%142,051CommonSOLE
254687106DISDISNEY WALT CO$9.6M0.15%80,762CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$9.6M0.15%13,229CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$9.6M0.15%382,165CommonSOLE
718546104PSXPHILLIPS 66$9.5M0.15%76,795CommonSOLE
949746101WMT2WELLS FARGO CO NEW$9.5M0.15%117,617CommonSOLE
74762E102QUREQUANTA SVCS INC$9.3M0.15%23,022CommonSOLE
031162100AMGNAMGEN INC$9.3M0.15%31,648CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$9.2M0.15%60,451CommonSOLE
00724F101ADBEADOBE INC$9.0M0.15%25,221CommonSOLE
46432F339QUALISHARES TR$9.0M0.14%48,821CommonSOLE
032654105ADIANALOG DEVICES INC$9.0M0.14%39,949CommonSOLE
82509L107SHOPSHOPIFY INC$8.9M0.14%72,934CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$8.8M0.14%50,948CommonSOLE
053332102AZOAUTOZONE INC$8.8M0.14%2,346CommonSOLE
464287440IEFISHARES TR$8.8M0.14%92,702CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$8.7M0.14%84,994CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$8.6M0.14%64,413CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$8.5M0.14%168,055CommonSOLE
316092378FLRGFIDELITY COVINGTON TRUST$8.5M0.14%233,929CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$8.4M0.14%96,215CommonSOLE
46434V621DGROISHARES TR$8.4M0.14%130,437CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$8.4M0.14%157,024CommonSOLE
75513E101RTXRTX CORPORATION$8.4M0.14%53,322CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$8.2M0.13%56,950CommonSOLE
595112103MUMICRON TECHNOLOGY INC$8.2M0.13%74,796CommonSOLE
717081103PFEPFIZER INC$8.2M0.13%350,010CommonSOLE
46434V613IUSBISHARES TR$8.1M0.13%175,858CommonSOLE
002824100ABTABBOTT LABS$8.1M0.13%63,990CommonSOLE
00162Q452AMLPALPS ETF TR$8.0M0.13%159,884CommonSOLE
464287689IWVISHARES TR$7.9M0.13%22,066CommonSOLE
231021106CMICUMMINS INC$7.9M0.13%21,470CommonSOLE
808524698SCHISCHWAB STRATEGIC TR$7.8M0.13%344,537CommonSOLE
464287101OEFISHARES TR$7.8M0.13%24,910CommonSOLE
34959E109FTNTFORTINET INC$7.8M0.13%78,022CommonSOLE
921909768VXUSVANGUARD STAR FDS$7.8M0.13%113,834CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$7.8M0.12%250,307CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$7.7M0.12%306,447CommonSOLE
032095101APHAMPHENOL CORP NEW$7.7M0.12%72,369CommonSOLE
911363109URIUNITED RENTALS INC$7.7M0.12%8,690CommonSOLE
69344A107PULSPGIM ETF TR$7.6M0.12%153,228CommonSOLE
464287598IWDISHARES TR$7.6M0.12%38,710CommonSOLE
316092618FDHYFIDELITY COVINGTON TRUST$7.5M0.12%154,471CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$7.5M0.12%164,827CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$7.4M0.12%142,244CommonSOLE
858119100STLDSTEEL DYNAMICS INC$7.4M0.12%58,186CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$7.4M0.12%85,926CommonSOLE
97717Y543WTAIWISDOMTREE TR$7.3M0.12%286,969CommonSOLE
09260D107BXBLACKSTONE INC$7.3M0.12%42,071CommonSOLE
29273V100ETENERGY TRANSFER L P$7.2M0.12%399,351CommonSOLE
94106L109WMWASTE MGMT INC DEL$7.2M0.12%31,374CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$7.2M0.12%34,429CommonSOLE
46435G425ESGUISHARES TR$7.1M0.11%51,431CommonSOLE
56585A102MPCMARATHON PETE CORP$7.1M0.11%41,723CommonSOLE
46435G516ESGDISHARES TR$7.0M0.11%80,378CommonSOLE
16411R208LNGCHENIERE ENERGY INC$6.9M0.11%29,202CommonSOLE
46436E619EUSBISHARES TR$6.9M0.11%158,759CommonSOLE
G5960L103MDTMEDTRONIC PLC$6.9M0.11%76,032CommonSOLE
98980G102ZSZSCALER INC$6.8M0.11%23,844CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$6.7M0.11%92,122CommonSOLE
00888H562AUGUAIM ETF PRODUCTS TRUST$6.6M0.11%239,839CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$6.6M0.11%45,448CommonSOLE
464287523SOXXISHARES TR$6.6M0.11%27,546CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$6.6M0.11%111,324CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$6.5M0.11%53,634CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$6.4M0.10%44,343CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$6.4M0.10%49,009CommonSOLE
G54950103LINLINDE PLC$6.4M0.10%13,852CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$6.4M0.10%511,726CommonSOLE
26922A446OSCVETF SER SOLUTIONS$6.3M0.10%172,867CommonSOLE
097023105BABOEING CO$6.3M0.10%28,264CommonSOLE
369550108GDGENERAL DYNAMICS CORP$6.3M0.10%20,117CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$6.3M0.10%68,287CommonSOLE
464287622IWBISHARES TR$6.3M0.10%18,019CommonSOLE
78409V104SPGIS&P GLOBAL INC$6.2M0.10%11,279CommonSOLE
464288661IEIISHARES TR$6.2M0.10%52,483CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$6.1M0.10%109,745CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$6.1M0.10%76,964CommonSOLE
89832Q109TFCTRUIST FINL CORP$6.1M0.10%140,086CommonSOLE
172967424CCITIGROUP INC$6.1M0.10%65,303CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$6.1M0.10%22,876CommonSOLE
464288802SUSAISHARES TR$6.1M0.10%47,367CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$6.0M0.10%18,083CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6.0M0.10%12,755CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$6.0M0.10%27,708CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$5.9M0.09%26,574CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$5.9M0.09%37,340CommonSOLE
855244109SBUXSTARBUCKS CORP$5.8M0.09%65,505CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$5.8M0.09%84,745CommonSOLE
316092527FSMDFIDELITY COVINGTON TRUST$5.8M0.09%138,702CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$5.8M0.09%86,809CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$5.8M0.09%13,473CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$5.7M0.09%16,420CommonSOLE
217204106CPRTCOPART INC$5.6M0.09%124,061CommonSOLE
09290C509LCTUBLACKROCK ETF TRUST$5.6M0.09%81,489CommonSOLE
15101Q207CLSCELESTICA INC$5.6M0.09%28,001CommonSOLE
97717Y527USFRWISDOMTREE TR$5.6M0.09%111,080CommonSOLE
464287549IGMISHARES TR$5.6M0.09%48,202CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$5.5M0.09%23,857CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$5.5M0.09%65,828CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$5.5M0.09%14,580CommonSOLE
886364231GRNYTIDAL TRUST I$5.5M0.09%234,070CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$5.5M0.09%29,683CommonSOLE
464288885EFGISHARES TR$5.5M0.09%51,011CommonSOLE
26875P101EOGEOG RES INC$5.4M0.09%45,237CommonSOLE
922475108VEEVVEEVA SYS INC$5.4M0.09%18,979CommonSOLE
629377508NRGNRG ENERGY INC$5.4M0.09%32,080CommonSOLE
922908595VBKVANGUARD INDEX FDS$5.3M0.09%18,943CommonSOLE
46432F834IXUSISHARES TR$5.3M0.09%69,359CommonSOLE
590672101MSBMESABI TR$5.3M0.09%181,347CommonSOLE
69374H360COWGPACER FDS TR$5.3M0.09%151,691CommonSOLE
46429B655FLOTISHARES TR$5.3M0.09%103,553CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$5.3M0.09%166,729CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$5.3M0.08%126,879CommonSOLE
00214Q104ARKKARK ETF TR$5.3M0.08%69,823CommonSOLE
464287465EFAISHARES TR$5.3M0.08%60,041CommonSOLE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$5.2M0.08%104,518CommonSOLE
03076C106AMPAMERIPRISE FINL INC$5.2M0.08%10,062CommonSOLE
665859104NTRSNORTHERN TR CORP$5.2M0.08%40,090CommonSOLE
921910725VSGXVANGUARD WORLD FD$5.2M0.08%80,170CommonSOLE
92939U106WECWEC ENERGY GROUP INC$5.2M0.08%47,607CommonSOLE
337738108FISVFISERV INC$5.2M0.08%37,157CommonSOLE
969457100WMBWILLIAMS COS INC$5.1M0.08%85,806CommonSOLE
97717X669DGRWWISDOMTREE TR$5.1M0.08%60,353CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$5.1M0.08%105,310CommonSOLE
907818108UNPUNION PAC CORP$5.1M0.08%22,970CommonSOLE
88339J105TTDTHE TRADE DESK INC$5.1M0.08%58,476CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$5.1M0.08%232,102CommonSOLE
219350105GLWCORNING INC$5.1M0.08%79,876CommonSOLE
654106103NKENIKE INC$5.0M0.08%67,360CommonSOLE
09290D101BLKBLACKROCK INC$5.0M0.08%4,513CommonSOLE
922908553VNQVANGUARD INDEX FDS$5.0M0.08%55,545CommonSOLE
651639106NEMNEWMONT CORP$4.9M0.08%79,385CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$4.9M0.08%121,075CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$4.9M0.08%11,188CommonSOLE
443201108HWMHOWMET AEROSPACE INC$4.9M0.08%27,221CommonSOLE
514952100LBLANDBRIDGE COMPANY LLC$4.9M0.08%86,030CommonSOLE
H1467J104CBCHUBB LIMITED$4.9M0.08%18,314CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$4.9M0.08%188,415CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$4.8M0.08%84,860CommonSOLE
46428Q109SLVISHARES SILVER TR$4.8M0.08%144,387CommonSOLE
46138K103FXEINVESCO CURRENCYSHARES EURO$4.8M0.08%45,543CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$4.8M0.08%54,613CommonSOLE
744320102PRUPRUDENTIAL FINL INC$4.8M0.08%45,917CommonSOLE
87283Q867TCAFT ROWE PRICE ETF INC$4.7M0.08%129,390CommonSOLE
46435G672IAGGISHARES TR$4.7M0.08%92,696CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$4.7M0.08%68,769CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.7M0.08%108,220CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$4.7M0.08%43,597CommonSOLE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$4.7M0.08%174,066CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$4.7M0.08%47,503CommonSOLE
833034101SNASNAP ON INC$4.7M0.08%14,539CommonSOLE
46435U663ESMLISHARES TR$4.7M0.07%110,891CommonSOLE
921910816MGKVANGUARD WORLD FD$4.7M0.07%12,233CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$4.6M0.07%14,610CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$4.6M0.07%18,108CommonSOLE
427866108HSYHERSHEY CO$4.6M0.07%24,814CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$4.6M0.07%7,344CommonSOLE
464287879IJSISHARES TR$4.6M0.07%45,601CommonSOLE
743315103PGRPROGRESSIVE CORP$4.6M0.07%18,934CommonSOLE
46429B697USMVISHARES TR$4.6M0.07%49,446CommonSOLE
922908751VBVANGUARD INDEX FDS$4.6M0.07%18,848CommonSOLE
45867G101IDCCINTERDIGITAL INC$4.5M0.07%17,582CommonSOLE
91913Y100VLOVALERO ENERGY CORP$4.5M0.07%33,020CommonSOLE
78464A805SPTMSPDR SERIES TRUST$4.5M0.07%58,769CommonSOLE
381430453GHYBGOLDMAN SACHS ETF TR$4.5M0.07%98,994CommonSOLE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$4.5M0.07%108,814CommonSOLE
92189F676SMHVANECK ETF TRUST$4.4M0.07%15,253CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$4.3M0.07%9,854CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$4.3M0.07%50,106CommonSOLE
617446448MSMORGAN STANLEY$4.3M0.07%30,170CommonSOLE
704326107PAYXPAYCHEX INC$4.3M0.07%29,646CommonSOLE
25809K105DASHDOORDASH INC$4.3M0.07%17,037CommonSOLE
291011104EMREMERSON ELEC CO$4.3M0.07%29,222CommonSOLE
921910709EDVVANGUARD WORLD FD$4.2M0.07%64,868CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$4.2M0.07%46,859CommonSOLE
464287713IYZISHARES TR$4.2M0.07%140,407CommonSOLE
45782C797POCTINNOVATOR ETFS TRUST$4.2M0.07%99,871CommonSOLE
670100205NVONOVO-NORDISK A S$4.2M0.07%88,208CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$4.1M0.07%108,403CommonSOLE
464288240ACWXISHARES TR$4.1M0.07%68,602CommonSOLE
78464A375SPIBSPDR SERIES TRUST$4.1M0.07%122,719CommonSOLE
084423102WRBBERKLEY W R CORP$4.1M0.07%59,668CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$4.1M0.07%7,429CommonSOLE
14021D107CGBLCAPITAL GROUP CORE BALANCED$4.1M0.07%121,134CommonSOLE
235851102DHRDANAHER CORPORATION$4.1M0.07%20,598CommonSOLE
29977A105EVREVERCORE INC$4.1M0.07%13,469CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$4.0M0.06%39,785CommonSOLE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$4.0M0.06%86,482CommonSOLE
172908105CTASCINTAS CORP$4.0M0.06%17,935CommonSOLE
464287242LQDISHARES TR$4.0M0.06%36,568CommonSOLE
142339100CSLCARLISLE COS INC$4.0M0.06%11,238CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$4.0M0.06%9,022CommonSOLE
464288588MBBISHARES TR$3.9M0.06%42,356CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$3.9M0.06%45,643CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$3.9M0.06%53,635CommonSOLE
29084Q100EMEEMCOR GROUP INC$3.9M0.06%6,265CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$3.9M0.06%11,134CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$3.9M0.06%139,374CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$3.8M0.06%28,777CommonSOLE
98978V103ZTSZOETIS INC$3.8M0.06%26,080CommonSOLE
032108664HACKAMPLIFY ETF TR$3.8M0.06%44,768CommonSOLE
806857108SLBSCHLUMBERGER LTD$3.8M0.06%111,669CommonSOLE
922908512VOEVANGUARD INDEX FDS$3.8M0.06%22,528CommonSOLE
45782C680PAUGINNOVATOR ETFS TRUST$3.7M0.06%90,411CommonSOLE
438516106HONHONEYWELL INTL INC$3.7M0.06%16,773CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$3.7M0.06%677CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$3.7M0.06%22,650CommonSOLE
37954Y343MLPAGLOBAL X FDS$3.7M0.06%71,370CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$3.7M0.06%14,038CommonSOLE
66987V109NVSNOVARTIS AG$3.7M0.06%32,102CommonSOLE
316092246FCLDFIDELITY COVINGTON TRUST$3.7M0.06%128,267CommonSOLE
46140H502DBPINVESCO DB MULTI-SECTOR COMM$3.6M0.06%48,404CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.6M0.06%55,935CommonSOLE
45337C102INCYINCYTE CORP$3.6M0.06%48,271CommonSOLE
87612G101TRGPTARGA RES CORP$3.6M0.06%21,695CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$3.6M0.06%14,519CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$3.6M0.06%34,096CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.6M0.06%4,886CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$3.6M0.06%123,169CommonSOLE
98149E303GLDMWORLD GOLD TR$3.6M0.06%54,776CommonSOLE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$3.5M0.06%64,928CommonSOLE
31428X106FDXFEDEX CORP$3.5M0.06%15,851CommonSOLE
889478103TOLTOLL BROTHERS INC$3.5M0.06%29,676CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$3.5M0.06%12,633CommonSOLE
929740108WABWABTEC$3.5M0.06%18,278CommonSOLE
46140H304DBEINVESCO DB MULTI-SECTOR COMM$3.5M0.06%177,051CommonSOLE
91529Y106UNMUNUM GROUP$3.5M0.06%48,859CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$3.5M0.06%6,089CommonSOLE
693718108PCARPACCAR INC$3.4M0.06%34,894CommonSOLE
46137V449EQWLINVESCO EXCHANGE TRADED FD T$3.4M0.06%31,289CommonSOLE
98888G204SMIZZACKS TRUST$3.4M0.05%98,800CommonSOLE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$3.4M0.05%55,592CommonSOLE
384802104GWWGRAINGER W W INC$3.4M0.05%3,255CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$3.4M0.05%24,125CommonSOLE
682680103OKEONEOK INC NEW$3.4M0.05%41,020CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$3.4M0.05%14,521CommonSOLE
46436E551XJHISHARES TR$3.3M0.05%78,934CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.3M0.05%12,081CommonSOLE
46429B689EFAVISHARES TR$3.3M0.05%40,577CommonSOLE
278865100ECLECOLAB INC$3.3M0.05%12,674CommonSOLE
46429B747STIPISHARES TR$3.3M0.05%32,239CommonSOLE
714236106PBTPERMIAN BASIN RTY TR$3.3M0.05%246,391CommonSOLE
92204A405VFHVANGUARD WORLD FD$3.3M0.05%25,795CommonSOLE
59156R108METMETLIFE INC$3.3M0.05%43,316CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$3.3M0.05%61,633CommonSOLE
37960A438CLIPGLOBAL X FDS$3.3M0.05%32,497CommonSOLE
45782C821UOCTINNOVATOR ETFS TRUST$3.2M0.05%86,884CommonSOLE
72201R775BONDPIMCO ETF TR$3.2M0.05%35,345CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$3.2M0.05%59,475CommonSOLE
464288653TLHISHARES TR$3.2M0.05%31,847CommonSOLE
88579Y101MMM3M CO$3.2M0.05%21,407CommonSOLE
370334104GISGENERAL MLS INC$3.2M0.05%65,097CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.2M0.05%79,166CommonSOLE
384109104GGGGRACO INC$3.2M0.05%37,655CommonSOLE
009158106APDAIR PRODS & CHEMS INC$3.1M0.05%10,905CommonSOLE
075887109BDXBECTON DICKINSON & CO$3.1M0.05%17,449CommonSOLE
126650100CVSCVS HEALTH CORP$3.1M0.05%49,818CommonSOLE
12504L109CBRECBRE GROUP INC$3.1M0.05%19,858CommonSOLE
115637209BF/BBROWN FORMAN CORP$3.1M0.05%106,939CommonSOLE
233051200DBEFDBX ETF TR$3.1M0.05%69,323CommonSOLE
N07059210ASMLASML HOLDING N V$3.1M0.05%4,392CommonSOLE
115236101BROBROWN & BROWN INC$3.0M0.05%33,320CommonSOLE
33739P103FTLSFIRST TR EXCH TRADED FD III$3.0M0.05%45,373CommonSOLE
46137V274RSPUINVESCO EXCHANGE TRADED FD T$3.0M0.05%40,318CommonSOLE
902973304USBUS BANCORP DEL$3.0M0.05%67,143CommonSOLE
06748M196VXXBARCLAYS BANK PLC$3.0M0.05%70,830CommonSOLE
09290C780BAIBLACKROCK ETF TRUST$3.0M0.05%96,102CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$3.0M0.05%24,042CommonSOLE
761152107RMDRESMED INC$3.0M0.05%11,013CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$3.0M0.05%39,550CommonSOLE
78464A763SDYSPDR SERIES TRUST$3.0M0.05%21,793CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$3.0M0.05%110,969CommonSOLE
882508104TXNTEXAS INSTRS INC$3.0M0.05%16,334CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$3.0M0.05%36,907CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3.0M0.05%37,238CommonSOLE
418056107HASHASBRO INC$2.9M0.05%39,011CommonSOLE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$2.9M0.05%117,571CommonSOLE
963320106WHRWHIRLPOOL CORP$2.9M0.05%35,131CommonSOLE
46137V647PSIINVESCO EXCHANGE TRADED FD T$2.9M0.05%48,932CommonSOLE
464287481IWPISHARES TR$2.9M0.05%20,538CommonSOLE
47103U209JSMDJANUS DETROIT STR TR$2.9M0.05%36,607CommonSOLE
464289438IWYISHARES TR$2.9M0.05%11,344CommonSOLE
46429B267GOVTISHARES TR$2.9M0.05%126,993CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$2.9M0.05%14,362CommonSOLE
303250104FICOFAIR ISAAC CORP$2.9M0.05%2,008CommonSOLE
464288703ISCVISHARES TR$2.9M0.05%45,910CommonSOLE
189054109CLXCLOROX CO DEL$2.9M0.05%22,836CommonSOLE
92204A207VDCVANGUARD WORLD FD$2.9M0.05%13,232CommonSOLE
574599106MASMASCO CORP$2.9M0.05%41,850CommonSOLE
464288778IATISHARES TR$2.8M0.05%56,828CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$2.8M0.05%6,475CommonSOLE
29250N105ENBENBRIDGE INC$2.8M0.05%62,604CommonSOLE
904767704UNILEVER PLC$2.8M0.05%48,329CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$2.8M0.05%30,834CommonSOLE
69374H543PSCWPACER FDS TR$2.8M0.05%105,224CommonSOLE
37733W204GSKGSK PLC$2.8M0.05%75,758CommonSOLE
534187109LNCLINCOLN NATL CORP IND$2.8M0.05%73,671CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.8M0.05%27,664CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.8M0.05%6,122CommonSOLE
125269100CFCF INDS HLDGS INC$2.8M0.04%30,074CommonSOLE
74348A467NOBLPROSHARES TR$2.8M0.04%27,400CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$2.8M0.04%27,296CommonSOLE
780259305SHELSHELL PLC$2.7M0.04%37,930CommonSOLE
464287499IWRISHARES TR$2.7M0.04%29,125CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$2.7M0.04%32,603CommonSOLE
23331A109DHID R HORTON INC$2.7M0.04%18,963CommonSOLE
48251W104KKRKKR & CO INC$2.7M0.04%18,479CommonSOLE
443573100HUBSHUBSPOT INC$2.7M0.04%5,208CommonSOLE
655663102NDSNNORDSON CORP$2.7M0.04%12,620CommonSOLE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$2.7M0.04%103,624CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$2.7M0.04%15,936CommonSOLE
23325P104DNPDNP SELECT INCOME FD INC$2.7M0.04%271,886CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2.7M0.04%33,106CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$2.7M0.04%33,168CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.6M0.04%12,377CommonSOLE
09290C806THROBLACKROCK ETF TRUST$2.6M0.04%72,672CommonSOLE
464288513HYGISHARES TR$2.6M0.04%32,645CommonSOLE
46434G863ESGEISHARES INC$2.6M0.04%66,139CommonSOLE
256746108DLTRDOLLAR TREE INC$2.6M0.04%22,963CommonSOLE
78468R523BILSSPDR SERIES TRUST$2.6M0.04%26,153CommonSOLE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$2.6M0.04%57,265CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$2.6M0.04%93,257CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$2.6M0.04%90,620CommonSOLE
770700102HOODROBINHOOD MKTS INC$2.6M0.04%25,111CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$2.6M0.04%48,613CommonSOLE
464287119ILCGISHARES TR$2.6M0.04%25,437CommonSOLE
042068205ARMARM HOLDINGS PLC$2.5M0.04%17,963CommonSOLE
464288646IGSBISHARES TR$2.5M0.04%48,223CommonSOLE
33740U695GOCTFIRST TR EXCHNG TRADED FD VI$2.5M0.04%68,119CommonSOLE
29364G103ETRENTERGY CORP NEW$2.5M0.04%27,914CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$2.5M0.04%6,415CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$2.5M0.04%20,197CommonSOLE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$2.5M0.04%63,414CommonSOLE
37954Y475XYLDGLOBAL X FDS$2.5M0.04%64,347CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.5M0.04%13,541CommonSOLE
05464C101AXONAXON ENTERPRISE INC$2.5M0.04%3,304CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$2.5M0.04%76,229CommonSOLE
31609A404FENIFIDELITY COVINGTON TRUST$2.5M0.04%75,923CommonSOLE
233331107DTEDTE ENERGY CO$2.5M0.04%17,966CommonSOLE
833445109SNOWSNOWFLAKE INC$2.5M0.04%11,054CommonSOLE
26923N405VSLUETF OPPORTUNITIES TRUST$2.5M0.04%61,096CommonSOLE
646025106NJRNEW JERSEY RES CORP$2.5M0.04%53,597CommonSOLE
464287770IYGISHARES TR$2.4M0.04%28,084CommonSOLE
285512109EAELECTRONIC ARTS INC$2.4M0.04%16,007CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$2.4M0.04%56,793CommonSOLE
808524730FNDESCHWAB STRATEGIC TR$2.4M0.04%72,935CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.4M0.04%7,846CommonSOLE
46435G219IGEBISHARES TR$2.4M0.04%53,467CommonSOLE
876030107TPRTAPESTRY INC$2.4M0.04%22,344CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.4M0.04%8,399CommonSOLE
896442308TRINTRINITY CAP INC$2.4M0.04%160,176CommonSOLE
56035L104MAINMAIN STR CAP CORP$2.4M0.04%37,025CommonSOLE
19761L706RECSCOLUMBIA ETF TR I$2.4M0.04%63,469CommonSOLE
464287176TIPISHARES TR$2.4M0.04%21,677CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$2.4M0.04%36,040CommonSOLE
345370860FFORD MTR CO$2.4M0.04%213,018CommonSOLE
92189F106GDXVANECK ETF TRUST$2.4M0.04%45,578CommonSOLE
45782C417PFEBINNOVATOR ETFS TRUST$2.4M0.04%60,971CommonSOLE

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.