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LVW Advisors, LLC

Q1 2026 · 13F-HR

LVW Advisors, LLCholdings as filed

Filed 2026-04-20 · accession 0001576053-26-000002

$1.05B
Reported value
436
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A854SPYMSPDR SERIES TRUST$88.7M8.45%1,158,465CommonNONE
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808524862SCHOSCHWAB STRATEGIC TR$51.3M4.89%2,112,985CommonNONE
46429B747STIPISHARES TR$43.3M4.13%418,646CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$41.4M3.94%1,348,255CommonNONE
921937819BIVVANGUARD BD INDEX FDS$35.9M3.42%465,127CommonNONE
037833100AAPLAPPLE INC$35.4M3.38%139,611CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$35.1M3.34%319,679CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$34.8M3.32%1,044,217CommonNONE
00039J889TAFMAB ACTIVE ETFS INC$24.7M2.35%977,159CommonNONE
14021M107CGIECAPITAL GROUP INTERNATIONAL$24.6M2.35%728,079CommonNONE
464288158SUBISHARES TR$24.5M2.34%230,341CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$24.4M2.32%37,500PUTNONE
67066G104NVDANVIDIA CORPORATION$23.1M2.21%132,710CommonNONE
922908736VUGVANGUARD INDEX FDS$20.7M1.98%47,476CommonNONE
921937835BNDVANGUARD BD INDEX FDS$16.0M1.53%217,865CommonNONE
46625H100JPMJPMORGAN CHASE & CO$13.8M1.31%46,852CommonNONE
594918104MSFTMICROSOFT CORP$13.6M1.30%36,854CommonNONE
464287804IJRISHARES TR$13.1M1.25%105,491CommonNONE
02079K107GOOGALPHABET INC$12.0M1.14%41,793CommonNONE
023135106AMZNAMAZON COM INC$11.4M1.08%54,638CommonNONE
02079K305GOOGLALPHABET INC$10.7M1.02%37,295CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$10.1M0.96%347,439CommonNONE
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30303M102METAMETA PLATFORMS INC$6.2M0.59%10,864CommonNONE
92826C839VVISA INC$6.1M0.58%20,296CommonNONE
478160104JNJJOHNSON & JOHNSON$5.9M0.56%24,220CommonNONE
922908363VOOVANGUARD INDEX FDS$5.7M0.54%9,456CommonNONE
46434G764EMXCISHARES INC$4.6M0.44%58,062CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$4.5M0.43%181,472CommonNONE
00287Y109ABBVABBVIE INC$4.2M0.40%19,533CommonNONE
88160R101TSLATESLA INC$4.0M0.38%10,787CommonNONE
30231G102XOMEXXON MOBIL CORP$4.0M0.38%23,462CommonNONE
46431W507NEARISHARES U S ETF TR$3.6M0.34%71,132CommonNONE
02209S103MOALTRIA GROUP INC$3.6M0.34%54,464CommonNONE
17275R102CSCOCISCO SYS INC$3.4M0.33%44,173CommonNONE
H1467J104CBCHUBB LTD SWITZ$3.4M0.32%10,411CommonNONE
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375558103GILDGILEAD SCIENCES INC$3.3M0.31%23,548CommonNONE
532457108LLYELI LILLY & CO$3.2M0.31%3,495CommonNONE
902973304USBUS BANCORP$3.2M0.30%60,681CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3.1M0.29%6,133CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$3.0M0.28%8,835CommonNONE
58933Y105MRKMERCK & CO INC$2.9M0.28%24,244CommonNONE
369550108GDGENERAL DYNAMICS CORP$2.9M0.27%8,313CommonNONE
931142103WMTWALMART INC$2.8M0.27%22,384CommonNONE
166764100CVXCHEVRON CORPORATION$2.8M0.26%13,353CommonNONE
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713448108PEPPEPSICO INC$2.3M0.22%14,977CommonNONE
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75513E101RTXRTX CORPORATION$1.9M0.18%9,725CommonNONE
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704326107PAYXPAYCHEX INC$1.6M0.15%17,443CommonNONE
172967424CCITIGROUP INC$1.6M0.15%14,042CommonNONE
74340W103PLDPROLOGIS INC.$1.6M0.15%11,977CommonNONE
512807306LRCXLAM RESEARCH CORP$1.5M0.15%7,254CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.5M0.15%11,708CommonNONE
172908105CTASCINTAS CORP$1.5M0.15%9,053CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.5M0.14%1,796CommonNONE
244199105DEDEERE & CO$1.5M0.14%2,660CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$1.5M0.14%29,051CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.4M0.14%2CommonNONE
149123101CATCATERPILLAR INC$1.4M0.14%2,010CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1.4M0.13%6,802CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.4M0.13%27,908CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.4M0.13%9,248CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.3M0.12%3,295CommonNONE
038222105AMATAPPLIED MATLS INC$1.3M0.12%3,715CommonNONE
617446448MSMORGAN STANLEY$1.3M0.12%7,629CommonNONE
G0593M107AZNASTRAZENECA PLC$1.3M0.12%6,340CommonNONE
22052L104CTVACORTEVA INC$1.2M0.12%14,502CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.2M0.11%8,229CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.2M0.11%3,936CommonNONE
922908769VTIVANGUARD INDEX FDS$1.2M0.11%3,671CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.11%8,760CommonNONE
G5960L103MDTMEDTRONIC PLC$1.2M0.11%13,375CommonNONE
78463V107GLDSPDR GOLD TR$1.2M0.11%2,678CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$1.1M0.11%16,694CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.1M0.11%33,603CommonNONE
29446M102EQNREQUINOR ASA$1.1M0.11%26,418CommonNONE
30212P303EXPEEXPEDIA GROUP INC$1.1M0.11%4,815CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$1.1M0.11%5,668CommonNONE
219350105GLWCORNING INC$1.1M0.10%8,059CommonNONE
404280406HSBCHSBC HLDGS PLC$1.1M0.10%13,277CommonNONE
808524706SCHESCHWAB STRATEGIC TR$1.1M0.10%32,843CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.10%5,193CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.1M0.10%8,887CommonNONE
857477103STTSTATE STR CORP$1.1M0.10%8,320CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.0M0.10%14,519CommonNONE
949746101WMT2WELLS FARGO & CO$1.0M0.10%13,112CommonNONE
745867101PHMPULTE GROUP INC$1.0M0.10%8,767CommonNONE
464288885EFGISHARES TR$989,9680.09%8,889CommonNONE
46436E718SGOVISHARES TR$988,4820.09%9,820CommonNONE
278642103EBAYEBAY INC.$970,7990.09%10,666CommonNONE
45259A878RMOPTIDAL TRUST III$953,4910.09%38,339CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$950,4660.09%19,425CommonNONE
406216101HALHALLIBURTON CO$939,9320.09%24,107CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$918,7920.09%3,150CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$918,0870.09%15,137CommonNONE
20030N101CMCSACOMCAST CORP NEW$916,2230.09%31,913CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$912,3000.09%1,979CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$902,8300.09%13,461CommonNONE
464285204IAUISHARES GOLD TR$892,1800.09%10,120CommonNONE
615369105MCOMOODYS CORP$866,8290.08%1,987CommonNONE
369604301GEGE AEROSPACE$862,3780.08%3,039CommonNONE
876030107TPRTAPESTRY INC$845,9550.08%5,995CommonNONE
36828A101GEVGE VERNOVA INC$841,4760.08%964CommonNONE
78409V104SPGIS&P GLOBAL INC$834,9430.08%1,963CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$829,3660.08%6,133CommonNONE
806857108SLBSLB LIMITED$823,8850.08%16,032CommonNONE
040413205ANETARISTA NETWORKS INC$802,2450.08%6,534CommonNONE
842587107SOSOUTHERN CO$801,0200.08%8,299CommonNONE
464288646IGSBISHARES TR$796,8470.08%15,161CommonNONE
199908104FIXCOMFORT SYS USA INC$783,2670.07%568CommonNONE
872540109TJXTJX COS INC NEW$769,2750.07%4,817CommonNONE
002824100ABTABBOTT LABORATORIES$768,8960.07%7,489CommonNONE
278865100ECLECOLAB INC$767,7340.07%2,886CommonNONE
438516106HONHONEYWELL INTL INC$767,1460.07%3,394CommonNONE
88579Y101MMM3M CO$755,0450.07%5,199CommonNONE
29364G103ETRENTERGY CORP NEW$752,2510.07%6,695CommonNONE
032095101APHAMPHENOL CORP$713,6250.07%5,648CommonNONE
539830109LMTLOCKHEED MARTIN CORP$712,7410.07%1,179CommonNONE
50212V100LPLALPL FINL HLDGS INC$709,0570.07%2,357CommonNONE
09290D101BLKBLACKROCK INC$703,1190.07%731CommonNONE
254687106DISDISNEY WALT CO$701,3230.07%7,277CommonNONE
783513203RYAAYRYANAIR HOLDINGS PLC$694,8140.07%12,021CommonNONE
14040H105COFCAPITAL ONE FINL CORP$692,8700.07%3,798CommonNONE
084423102WRBBERKLEY W R CORP$689,7760.07%10,407CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$689,3160.07%1,997CommonNONE
651639106NEMNEWMONT CORP$688,7950.07%6,363CommonNONE
82509L107SHOPSHOPIFY INC$688,1150.07%5,801CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$679,4270.06%1,123CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$675,9860.06%6,067CommonNONE
55261F104MTBM & T BK CORP$675,2460.06%3,266CommonNONE
35671D857FCXFREEPORT MCMORAN INC$675,2060.06%11,487CommonNONE
74933W486UTWORBB FD INC$672,5730.06%13,930CommonNONE
291011104EMREMERSON ELEC CO$669,6440.06%5,111CommonNONE
194162103CLCOLGATE PALMOLIVE CO$669,2260.06%7,852CommonNONE
58155Q103MCKMCKESSON CORP$667,1930.06%771CommonNONE
G0176J109ALLEALLEGION PLC$664,7020.06%4,575CommonNONE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$663,0500.06%14,787CommonNONE
26874R108EENI SPA$662,6210.06%11,705CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$657,1210.06%7,290CommonNONE
458140100INTCINTEL CORP$656,2750.06%14,871CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$652,7720.06%8,622CommonNONE
89832Q109TFCTRUIST FINL CORP$651,1660.06%14,165CommonNONE
34988V106FOSLFOSSIL GROUP INC$646,5000.06%150,000CommonNONE
171779309CIENCIENA CORP$645,2390.06%1,662CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$632,1550.06%7,847CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$626,2100.06%1,274CommonNONE
655663102NDSNNORDSON CORP$623,3790.06%2,343CommonNONE
808513105SCHWSCHWAB CHARLES CORP$621,3960.06%6,612CommonNONE
559222401MGAMAGNA INTL INC$613,9660.06%11,001CommonNONE
N3167Y103RACEFERRARI N V$612,2570.06%1,809CommonNONE
68389X105ORCLORACLE CORP$605,9470.06%4,119CommonNONE
464287507IJHISHARES TR$602,2330.06%8,918CommonNONE
803054204SAPSAP SE$595,1260.06%3,476CommonNONE
482480100KLACKLA CORP$594,8540.06%404CommonNONE
03073E105CORCENCORA INC$590,5840.06%1,880CommonNONE
835699307SONYSONY GROUP CORP$589,2880.06%28,468CommonNONE
464287226AGGISHARES TR$586,8850.06%5,912CommonNONE
775711104ROLROLLINS INC$583,8250.06%10,931CommonNONE
464288257ACWIISHARES TR$581,2930.06%4,201CommonNONE
717081103PFEPFIZER INC$581,0520.06%20,693CommonNONE
79466L302CRMSALESFORCE INC$571,5840.05%3,062CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$570,5140.05%21,842CommonNONE
26875P101EOGEOG RES INC$569,3170.05%3,938CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$555,9200.05%2,054CommonNONE
903731107ULSUL SOLUTIONS INC$554,1160.05%6,465CommonNONE
639057207NWGNATWEST GROUP PLC$552,5520.05%37,084CommonNONE
464287200IVVISHARES TR$548,5820.05%840CommonNONE
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05964H105SANBANCO SANTANDER SA$547,1710.05%48,508CommonNONE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$544,0240.05%23,091CommonNONE
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526107107LIILENNOX INTL INC$538,3910.05%1,160CommonNONE
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18915M107NETCLOUDFLARE INC$512,1360.05%2,482CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$510,5040.05%5,154CommonNONE
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81369Y407XLYSELECT SECTOR SPDR TR$350,4800.03%3,216CommonNONE
461202103INTUINTUIT$349,3640.03%808CommonNONE
46432F842IEFAISHARES TR$349,1310.03%3,857CommonNONE
G6700G107NVTNVENT ELEC PLC$348,2170.03%2,944CommonNONE
911312106UPSUNITED PARCEL SVCS INC$347,4790.03%3,532CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$344,4040.03%12,542CommonNONE
91913Y100VLOVALERO ENERGY CORP$342,9480.03%1,388CommonNONE
910047109UALUNITED AIRLS HLDGS INC$340,7520.03%3,701CommonNONE
464287614IWFISHARES TR$339,6750.03%797CommonNONE
16965P202IMOSCHIPMOS TECHNOLOGIES INC$339,4810.03%9,488CommonNONE
90138F102TWLOTWILIO INC$338,5820.03%2,691CommonNONE
464288323NYFISHARES TR$338,3220.03%6,369CommonNONE
87612E106TGTTARGET CORP$334,3910.03%2,759CommonNONE
235851102DHRDANAHER CORP DEL$330,8520.03%1,745CommonNONE
G51502105JCIJOHNSON CONTROLS INTERNATION$329,7330.03%2,518CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$329,5790.03%5,380CommonNONE
169905106CHHCHOICE HOTELS INTL INC$329,0270.03%3,179CommonNONE
03831W108APPAPPLOVIN CORP$328,7480.03%826CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$327,5540.03%839CommonNONE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$326,3860.03%2,452CommonNONE
04010L103ARCCARES CAPITAL CORP$325,6870.03%18,074CommonNONE
896239100TRMBTRIMBLE INC$323,0850.03%4,953CommonNONE
452308109ITWILLINOIS TOOL WKS INC$323,0200.03%1,241CommonNONE
23331A109DHID R HORTON INC$322,3300.03%2,349CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$321,1090.03%1,056CommonNONE
247361702DALDELTA AIR LINES INC$320,3680.03%4,819CommonNONE
032654105ADIANALOG DEVICES INC$320,3670.03%1,007CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$318,0610.03%3,470CommonNONE
097023105BABOEING CO$316,2590.03%1,589CommonNONE
855244109SBUXSTARBUCKS CORP$315,9840.03%3,527CommonNONE
73278L105POOLPOOL CORP$315,0280.03%1,557CommonNONE
98389B100XELXCEL ENERGY INC$313,1530.03%3,942CommonNONE
09062X103BIIBBIOGEN INC$309,6450.03%1,689CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$307,3480.03%1,470CommonNONE
443510607HUBBHUBBELL INC$307,2040.03%626CommonNONE
92189F585CRAKVANECK ETF TRUST$304,7980.03%6,170CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$304,4920.03%2,427CommonNONE
464288877EFVISHARES TR$303,7950.03%4,086CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$302,4360.03%1,870CommonNONE
358029106FMSFRESENIUS MEDICAL CARE AG$301,0860.03%13,346CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$300,7640.03%2,713CommonNONE
92537N108VRTVERTIV HOLDINGS CO$299,9450.03%1,197CommonNONE
767204100RIORIO TINTO PLC$299,4610.03%3,210CommonNONE
890110109TMPTOMPKINS FINL CORP$298,0950.03%3,781CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$296,7050.03%12,165CommonNONE
316773100FITBFIFTH THIRD BANCORP$296,3690.03%6,379CommonNONE
G3265R107APTVAPTIV PLC$294,7040.03%4,244CommonNONE
780259305SHELSHELL PLC$292,2060.03%3,142CommonNONE
08265T208BSYBENTLEY SYS INC$292,0580.03%8,316CommonNONE
888787108TOSTTOAST INC$291,1330.03%10,982CommonNONE
81762P102NOWSERVICENOW INC$288,7680.03%2,762CommonNONE
00724F101ADBEADOBE INC$288,5360.03%1,187CommonNONE
438128308HMCHONDA MOTOR CO LTD$288,2200.03%11,856CommonNONE
711040105PFISPEOPLES FINL SVCS CORP$287,6090.03%5,393CommonNONE
494368103KMBKIMBERLY-CLARK CORP$287,2880.03%2,978CommonNONE
574599106MASMASCO CORP$285,6710.03%4,732CommonNONE
464287788IYFISHARES TR$285,4440.03%2,426CommonNONE
761152107RMDRESMED INC$283,9680.03%1,265CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$283,5490.03%3,577CommonNONE
88033G407THCTENET HEALTHCARE CORP$282,3110.03%1,496CommonNONE
74348A467NOBLPROSHARES TR$282,1990.03%2,662CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$279,8020.03%3,040CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$278,9670.03%1,373CommonNONE
407497106HLNEHAMILTON LANE INC$277,0280.03%2,787CommonNONE
464287465EFAISHARES TR$275,0730.03%2,832CommonNONE
69374H881COWZPACER FDS TR$272,3240.03%4,353CommonNONE
G54950103LINLINDE PLC$270,1900.03%545CommonNONE
46434V803HEFAISHARES TR$268,6110.03%6,321CommonNONE
46438G737IBATISHARES TR$266,6720.03%7,818CommonNONE
23282W605CYTKCYTOKINETICS INC$262,4540.03%3,982CommonNONE
925652109VICIVICI PPTYS INC$261,4260.02%9,569CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$258,9940.02%1,594CommonNONE
225310101CACCCREDIT ACCEP CORP MICH$257,4640.02%608CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$257,2480.02%3,200CommonNONE
009066101ABNBAIRBNB INC$256,2230.02%2,029CommonNONE
281020107EIXEDISON INTL$255,6180.02%3,493CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$254,0570.02%5,617CommonNONE
670346105NUENUCOR CORP$253,8200.02%1,501CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$253,3620.02%1,544CommonNONE
885160101THOTHOR INDS INC$253,3320.02%3,171CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$252,3450.02%1,472CommonNONE
125896100CMSCMS ENERGY CORP$251,8250.02%3,246CommonNONE
126650100CVSCVS HEALTH CORP$249,1440.02%3,469CommonNONE
92189H805REMXVANECK ETF TRUST$247,2140.02%2,809CommonNONE
824348106SHWSHERWIN WILLIAMS CO$244,9010.02%764CommonNONE
G7S00T104PNRPENTAIR PLC$244,3440.02%2,805CommonNONE
209115104EDCONSOLIDATED EDISON INC$239,9420.02%2,120CommonNONE
74933W536UTENRBB FD INC$239,6290.02%5,496CommonNONE
98419M100XYLXYLEM INC$239,2390.02%2,002CommonNONE
384802104GWWWW GRAINGER INC$238,8880.02%219CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$238,0060.02%12,422CommonNONE
632307104NTRANATERA INC$236,1890.02%1,181CommonNONE
45168D104IDXXIDEXX LABS INC$235,4320.02%419CommonNONE
04351P101ASNDUSDASCENDIS PHARMA A/S$234,3050.02%1,025CommonNONE
92936U109WPCWP CAREY INC$234,1230.02%3,445CommonNONE
001055102AFLAFLAC INC$233,4630.02%2,128CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$227,8690.02%334CommonNONE
142339100CSLCARLISLE COS INC$227,5290.02%682CommonNONE
G2519Y108BAPCREDICORP LTD$226,2340.02%667CommonNONE
07725L102ONCBEONE MEDICINES LTD$225,1040.02%758CommonNONE
30214U102EXPOEXPONENT INC$223,0250.02%3,418CommonNONE
74762E102QUREQUANTA SVCS INC$221,8050.02%404CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$221,7540.02%4,546CommonNONE
94106L109WMWASTE MGMT INC DEL$219,6320.02%956CommonNONE
733174700BPOPPOPULAR INC$218,9660.02%1,632CommonNONE
46435G193SUSCISHARES TR$218,9530.02%9,463CommonNONE
G25508105CRHCRH PLC$218,8600.02%2,082CommonNONE
46428Q109SLVISHARES SILVER TR$217,8440.02%3,197CommonNONE
69351T106PPLPPL CORP$217,5490.02%5,695CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$217,5490.02%774CommonNONE
631103108NDAQNASDAQ INC$217,4890.02%2,562CommonNONE
640268306NKTRNEKTAR THERAPEUTICS$217,4330.02%3,022CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$216,9800.02%2,985CommonNONE
25809K105DASHDOORDASH INC$216,6670.02%1,443CommonNONE
443201108HWMHOWMET AEROSPACE INC$216,6330.02%940CommonNONE
34959E109FTNTFORTINET INC$216,2320.02%2,646CommonNONE
345370860FFORD MTR CO$215,1230.02%18,641CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$214,2970.02%196CommonNONE
922908744VTVVANGUARD INDEX FDS$213,0740.02%1,086CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$210,1340.02%2,900CommonNONE
969457100WMBWILLIAMS COS INC$209,8980.02%2,884CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$209,6020.02%6,548CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$209,1330.02%2,966CommonNONE
988498101YUMYUM BRANDS INC$209,1210.02%1,345CommonNONE
G29183103ETNEATON CORP PLC$208,8800.02%584CommonNONE
66987V109NVSNOVARTIS AG$207,8930.02%1,361CommonNONE
09257W100BXMTBLACKSTONE MORTGAGE TRUST IN$206,3800.02%10,777CommonNONE
071734107BHCBAUSCH HEALTH COS INC$205,6860.02%38,090CommonNONE
46432F875IYLDISHARES TR$204,8710.02%9,428CommonNONE
35137L105FOXAFOX CORP$204,6920.02%3,505CommonNONE
770700102HOODROBINHOOD MKTS INC$203,3960.02%2,935CommonNONE
48251W104KKRKKR & CO INC$203,3150.02%2,198CommonNONE
911363109URIUNITED RENTALS INC$201,0830.02%276CommonNONE
46435U549EAGGISHARES TR$200,0430.02%4,207CommonNONE
92857W308VODVODAFONE GROUP PLC$199,6610.02%13,293CommonNONE
825704109SIBNSI BONE INC$189,6400.02%15,015CommonNONE
606822104MUFGMITSUBISHI UFJ FINANCIAL GRO$187,9600.02%11,076CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$181,9040.02%16,447CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$180,9350.02%35,971CommonNONE
293594107ENVXENOVIX CORPORATION$179,3990.02%34,633CommonNONE
M5425M103INMDINMODE LTD$162,0400.02%11,845CommonNONE
88556E102TDUPTHREDUP INC$126,2510.01%38,491CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$120,9580.01%15,234CommonNONE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$106,4140.01%10,154CommonNONE
465562106ITUBITAU UNIBANCO HLDG S A$97,2500.01%11,605CommonNONE
700215304TRAKREPOSITRAK INC$97,0900.01%12,775CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$57,6280.01%13,433CommonNONE
477143101JBLUJETBLUE AIRWAYS CORP$44,2000.00%10,000CommonNONE
00534A102IVVDINVIVYD INC$19,5000.00%15,000CommonNONE

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.