Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Arax Advisory Partners

Q2 2023 · 13F-HR

Arax Advisory Partnersholdings as filed

Filed 2023-08-14 · accession 0001586767-23-000003

$783.3M
Reported value
1,269
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1269

CUSIPTickerIssuerValue% port.SharesClassVoting
464288679SHVISHARES TR$43.2M5.51%390,770CommonNONE
464288646IGSBISHARES TR$32.0M4.08%636,953CommonNONE
922908744VTVVANGUARD INDEX FDS$28.0M3.57%196,852CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$27.5M3.51%180,858CommonNONE
922908736VUGVANGUARD INDEX FDS$27.1M3.46%95,758CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$26.7M3.41%509,195CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$23.1M2.94%483,591CommonNONE
922908629VOVANGUARD INDEX FDS$22.6M2.88%102,605CommonNONE
464287606IJKISHARES TR$22.2M2.84%296,541CommonNONE
46090E103QQQINVESCO QQQ TR$22.0M2.80%59,455CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$21.8M2.78%522,207CommonNONE
78468R663BILSPDR SER TR$19.8M2.53%216,093CommonNONE
922908751VBVANGUARD INDEX FDS$18.8M2.40%94,524CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$18.6M2.37%457,316CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$18.3M2.34%1,146,221CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$18.0M2.29%388,769CommonNONE
464287168DVYISHARES TR$16.4M2.10%145,093CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$16.2M2.07%667,470CommonNONE
46429B697USMVISHARES TR$15.3M1.95%205,954CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$14.1M1.80%257,459CommonNONE
922908769VTIVANGUARD INDEX FDS$13.0M1.66%59,066CommonNONE
037833100AAPLAPPLE INC$12.6M1.61%64,930CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$11.9M1.52%496,528CommonNONE
464287408IVEISHARES TR$11.5M1.46%71,148CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$10.9M1.39%231,897CommonNONE
33733B100FIWFIRST TR EXCHANGE TRADED FD$10.6M1.36%119,954CommonNONE
464287648IWOISHARES TR$10.6M1.35%43,610CommonNONE
464287630IWNISHARES TR$10.6M1.35%74,936CommonNONE
464287705IJJISHARES TR$10.4M1.32%96,826CommonNONE
78468R721TFISPDR SER TR$10.0M1.28%217,588CommonNONE
921937827BSVVANGUARD BD INDEX FDS$8.2M1.05%109,152CommonNONE
336920103FPXFIRST TR EXCHANGE TRADED FD$7.8M1.00%89,017CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$6.4M0.82%60,222CommonNONE
66538H385NORTHERN LTS FD TR IV$6.3M0.81%244,759CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$4.8M0.62%66,428CommonNONE
464287226AGGISHARES TR$4.7M0.60%47,705CommonNONE
922908611VBRVANGUARD INDEX FDS$3.6M0.46%21,666CommonNONE
594918104MSFTMICROSOFT CORP$3.5M0.44%10,144CommonNONE
464287176TIPISHARES TR$3.4M0.44%31,995CommonNONE
921937819BIVVANGUARD BD INDEX FDS$3.4M0.43%44,724CommonNONE
464285204IAUISHARES GOLD TR$3.3M0.42%90,884CommonNONE
879369106TFXTELEFLEX INCORPORATED$3.3M0.42%13,609CommonNONE
023135106AMZNAMAZON COM INC$3.2M0.41%24,553CommonNONE
78464A300SLYVSPDR SER TR$3.0M0.39%39,108CommonNONE
922908595VBKVANGUARD INDEX FDS$2.9M0.37%12,623CommonNONE
478160104JNJJOHNSON & JOHNSON$2.9M0.37%17,347CommonNONE
464287150ITOTISHARES TR$2.5M0.32%25,319CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$2.5M0.32%47,746CommonNONE
922908538VOTVANGUARD INDEX FDS$2.4M0.31%11,785CommonNONE
78468R101SPTSSPDR SER TR$2.3M0.30%80,981CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.2M0.28%13,404CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$2.1M0.27%43,139CommonNONE
92204A504VHTVANGUARD WORLD FDS$1.9M0.25%7,960CommonNONE
78409V104SPGIS&P GLOBAL INC$1.9M0.25%4,841CommonNONE
88160R101TSLATESLA INC$1.8M0.23%6,858CommonNONE
74347R206QLDPROSHARES TR$1.8M0.23%27,536CommonNONE
580135101MCDMCDONALDS CORP$1.7M0.22%5,863CommonNONE
922908553VNQVANGUARD INDEX FDS$1.6M0.20%19,139CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$1.5M0.19%62,560CommonNONE
464287614IWFISHARES TR$1.4M0.18%5,082CommonNONE
92826C839VVISA INC$1.4M0.18%5,881CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.17%12,781CommonNONE
464288588MBBISHARES TR$1.4M0.17%14,542CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.3M0.17%3,036CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$1.3M0.17%17,839CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.3M0.17%3,364CommonNONE
02079K305GOOGLALPHABET INC$1.3M0.16%10,668CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.3M0.16%21,895CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.3M0.16%16,834CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$1.2M0.15%10,358CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$1.2M0.15%19,681CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.14%8,404CommonNONE
464287200IVVISHARES TR$1.1M0.14%2,519CommonNONE
92936U109WPCWP CAREY INC$1.1M0.14%16,583CommonNONE
46429B663HDVISHARES TR$1.1M0.14%11,013CommonNONE
25434V658DFGRDIMENSIONAL ETF TRUST$1.1M0.14%45,180CommonNONE
360271100FULTFULTON FINL CORP PA$1.1M0.14%91,309CommonNONE
46625H100JPMJPMORGAN CHASE & CO$1.1M0.14%7,438CommonNONE
532457108LLYLILLY ELI & CO$1.0M0.13%2,184CommonNONE
464287598IWDISHARES TR$959,0780.12%6,077CommonNONE
02079K107GOOGALPHABET INC$958,4460.12%7,923CommonNONE
337738108FISVFISERV INC$950,6670.12%7,536CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$942,4080.12%5,420CommonNONE
776696106ROPROPER TECHNOLOGIES INC$923,3350.12%1,920CommonNONE
46432F396MTUMISHARES TR$918,5400.12%6,368CommonNONE
67066G104NVDANVIDIA CORPORATION$901,5750.12%2,131CommonNONE
98389B100XELXCEL ENERGY INC$887,7940.11%14,280CommonNONE
30303M102METAMETA PLATFORMS INC$855,4880.11%2,981CommonNONE
464288687PFFISHARES TR$852,6150.11%27,566CommonNONE
00287Y109ABBVABBVIE INC$831,0720.11%6,168CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$807,2090.10%70,995CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$804,6620.10%1,674CommonNONE
78464A474SPSBSPDR SER TR$776,6530.10%26,381CommonNONE
46434V878ICSHISHARES TR$775,8780.10%15,425CommonNONE
256677105DGDOLLAR GEN CORP NEW$735,7210.09%4,333CommonNONE
548661107LOWLOWES COS INC$708,8570.09%3,141CommonNONE
922907746VTEBVANGUARD MUN BD FDS$686,7190.09%13,674CommonNONE
670346105NUENUCOR CORP$657,1470.08%4,007CommonNONE
11135F101AVGOBROADCOM INC$640,5460.08%738CommonNONE
09260D107BXBLACKSTONE INC$623,6980.08%6,709CommonNONE
713448108PEPPEPSICO INC$610,6110.08%3,296CommonNONE
166764100CVXCHEVRON CORP NEW$603,1740.08%3,833CommonNONE
17275R102CSCOCISCO SYS INC$601,7800.08%11,631CommonNONE
58933Y105MRKMERCK & CO INC$584,8660.07%5,069CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$579,4420.07%2,636CommonNONE
824348106SHWSHERWIN WILLIAMS CO$573,9350.07%2,162CommonNONE
03073E105CORAMERISOURCEBERGEN CORP$571,3980.07%2,969CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$569,6930.07%1,846CommonNONE
893641100TDGTRANSDIGM GROUP INC$555,6620.07%621CommonNONE
922020805VTIPVANGUARD MALVERN FDS$555,1590.07%11,707CommonNONE
742718109PGPROCTER AND GAMBLE CO$543,6550.07%3,583CommonNONE
922908363VOOVANGUARD INDEX FDS$536,4540.07%1,318CommonNONE
929160109VMCVULCAN MATLS CO$530,3420.07%2,352CommonNONE
12504L109CBRECBRE GROUP INC$513,2350.07%6,359CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$498,8050.06%956CommonNONE
235851102DHRDANAHER CORPORATION$492,2600.06%2,051CommonNONE
45782C789BJULINNOVATOR ETFS TR$478,6880.06%13,570CommonNONE
45782C656PSEPINNOVATOR ETFS TR$478,1230.06%14,617CommonNONE
701094104PHPARKER-HANNIFIN CORP$474,7050.06%1,217CommonNONE
45782C581BNOVINNOVATOR ETFS TR$471,9400.06%13,892CommonNONE
45782C391BMARINNOVATOR ETFS TR$471,4390.06%12,704CommonNONE
45782C557BDECINNOVATOR ETFS TR$466,1660.06%12,868CommonNONE
45782C573PNOVINNOVATOR ETFS TR$460,7700.06%13,588CommonNONE
871607107SNPSSYNOPSYS INC$460,6640.06%1,058CommonNONE
45782C698BAUGINNOVATOR ETFS TR$456,9200.06%13,615CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$456,4430.06%12,273CommonNONE
45782C664BSEPINNOVATOR ETFS TR$453,5570.06%13,165CommonNONE
45782C409BJANINNOVATOR ETFS TR$449,6600.06%11,921CommonNONE
45782C771BOCTINNOVATOR ETFS TR$447,1690.06%12,288CommonNONE
64110L106NFLXNETFLIX INC$445,7760.06%1,012CommonNONE
45782C383PMARINNOVATOR ETFS TR$441,4090.06%13,071CommonNONE
45782C433BFEBINNOVATOR ETFS TR$437,1040.06%12,792CommonNONE
23331A109DHID R HORTON INC$433,2560.06%3,560CommonNONE
45782C870PAPRINNOVATOR ETFS TR$433,0250.06%14,014CommonNONE
654106103NKENIKE INC$431,6980.06%3,911CommonNONE
45782C888BAPRINNOVATOR ETFS TR$428,3130.05%11,967CommonNONE
45782C540PDECINNOVATOR ETFS TR$427,4500.05%12,844CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$425,4250.05%9,069CommonNONE
45782C748PJUNINNOVATOR ETFS TR$422,2250.05%13,332CommonNONE
29273V100ETENERGY TRANSFER L P$421,8620.05%33,217CommonNONE
882508104TXNTEXAS INSTRS INC$420,2440.05%2,334CommonNONE
45782C813PJULINNOVATOR ETFS TR$418,2720.05%12,223CommonNONE
45782C508PJANINNOVATOR ETFS TR$417,5640.05%11,893CommonNONE
45782C680PAUGINNOVATOR ETFS TR$417,3010.05%13,375CommonNONE
94106B101WCNWASTE CONNECTIONS INC$417,1590.05%2,919CommonNONE
464289859AOAISHARES TR$415,9590.05%6,270CommonNONE
45782C326BMAYINNOVATOR ETFS TR$415,7670.05%13,083CommonNONE
45782C318PMAYINNOVATOR ETFS TR$409,3940.05%13,715CommonNONE
45782C755BJUNINNOVATOR ETFS TR$406,3580.05%12,112CommonNONE
855244109SBUXSTARBUCKS CORP$400,1330.05%4,039CommonNONE
615369105MCOMOODYS CORP$397,0360.05%1,142CommonNONE
717081103PFEPFIZER INC$396,1800.05%10,801CommonNONE
09073M104TECHBIO-TECHNE CORP$386,8700.05%4,739CommonNONE
46429B689EFAVISHARES TR$386,2660.05%5,722CommonNONE
03662Q105AKXANSYS INC$383,7740.05%1,162CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$382,0900.05%4,548CommonNONE
136375102CNICANADIAN NATL RY CO$378,1410.05%3,123CommonNONE
464287804IJRISHARES TR$373,5810.05%3,749CommonNONE
98978V103ZTSZOETIS INC$371,6770.05%2,158CommonNONE
40412C101HCAHCA HEALTHCARE INC$370,3030.05%1,220CommonNONE
513272104LWLAMB WESTON HLDGS INC$368,7160.05%3,208CommonNONE
45782C797POCTINNOVATOR ETFS TR$367,7700.05%10,988CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$365,6070.05%7,355CommonNONE
433535101HQIHIREQUEST INC$362,4160.05%13,923CommonNONE
461202103INTUINTUIT$361,0640.05%788CommonNONE
036752103ELVELEVANCE HEALTH INC$355,6690.05%801CommonNONE
060505104BACBANK AMERICA CORP$353,8100.05%12,332CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$350,8140.04%3,581CommonNONE
595112103MUMICRON TECHNOLOGY INC$350,0080.04%5,546CommonNONE
464289875AOMISHARES TR$340,2800.04%8,421CommonNONE
171484108CHDNCHURCHILL DOWNS INC$335,5880.04%2,411CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$335,5840.04%12,736CommonNONE
002824100ABTABBOTT LABS$335,4810.04%3,077CommonNONE
45782C417PFEBINNOVATOR ETFS TR$334,9040.04%10,877CommonNONE
369604301GEGENERAL ELECTRIC CO$334,6600.04%3,047CommonNONE
45783Y103XDSQINNOVATOR ETFS TR$329,6200.04%11,495CommonNONE
278865100ECLECOLAB INC$327,9040.04%1,756CommonNONE
464287341IXCISHARES TR$327,0320.04%8,786CommonNONE
243537107DECKDECKERS OUTDOOR CORP$323,4560.04%613CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$322,1180.04%698CommonNONE
311900104FASTFASTENAL CO$321,7830.04%5,455CommonNONE
464287309IVWISHARES TR$317,6560.04%4,507CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$310,4820.04%908CommonNONE
H1467J104CBCHUBB LIMITED$308,1090.04%1,600CommonNONE
291011104EMREMERSON ELEC CO$303,3630.04%3,356CommonNONE
78468R408SJNKSPDR SER TR$302,8730.04%12,262CommonNONE
422806208HEI/AHEICO CORP NEW$301,3060.04%2,143CommonNONE
46432F834IXUSISHARES TR$296,4120.04%4,733CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$294,2530.04%5,574CommonNONE
075887109BDXBECTON DICKINSON & CO$289,3490.04%1,096CommonNONE
74347R107SSOPROSHARES TR$288,4240.04%4,960CommonNONE
46137V399PBPINVESCO EXCHANGE TRADED FD T$287,4760.04%12,996CommonNONE
62913M107NGLNGL ENERGY PARTNERS LP$283,2040.04%72,803CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$282,2940.04%4,658CommonNONE
756109104OREALTY INCOME CORP$276,0430.04%4,617CommonNONE
743315103PGRPROGRESSIVE CORP$275,4890.04%2,081CommonNONE
437076102HDHOME DEPOT INC$271,4050.03%874CommonNONE
37954Y475XYLDGLOBAL X FDS$268,9280.03%6,551CommonNONE
74933W601TMFCRBB FD INC$268,4440.03%6,589CommonNONE
78463V107GLDSPDR GOLD TR$264,5530.03%1,484CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$263,5820.03%5,201CommonNONE
29362U104ENTGENTEGRIS INC$263,4810.03%2,378CommonNONE
053332102AZOAUTOZONE INC$261,8030.03%105CommonNONE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$260,9150.03%1,559CommonNONE
009158106APDAIR PRODS & CHEMS INC$258,9790.03%865CommonNONE
74340W103PLDPROLOGIS INC.$258,5820.03%2,109CommonNONE
143130102KMXCARMAX INC$258,1310.03%3,084CommonNONE
G29183103ETNEATON CORP PLC$256,2860.03%1,274CommonNONE
452327109ILMNILLUMINA INC$251,8010.03%1,343CommonNONE
22160N109CSGPCOSTAR GROUP INC$251,5140.03%2,826CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$248,7320.03%1,975CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$247,0690.03%668CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$245,9450.03%1,372CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$245,3580.03%3,225CommonNONE
46429B747STIPISHARES TR$245,1180.03%2,511CommonNONE
37954Y459RYLDGLOBAL X FDS$243,0280.03%13,434CommonNONE
37954Y483QYLDGLOBAL X FDS$242,4890.03%13,661CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$238,7260.03%8,842CommonNONE
418056107HASHASBRO INC$237,1810.03%3,662CommonNONE
922475108VEEVVEEVA SYS INC$236,2880.03%1,195CommonNONE
78468R739SHMSPDR SER TR$235,2770.03%5,001CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$229,6410.03%8,649CommonNONE
513847103MZTILANCASTER COLONY CORP$228,5020.03%1,136CommonNONE
931142103WMTWALMART INC$227,7490.03%1,449CommonNONE
464287879IJSISHARES TR$225,1740.03%2,368CommonNONE
464287887IJTISHARES TR$225,0330.03%1,958CommonNONE
464287473IWSISHARES TR$224,8970.03%2,047CommonNONE
025816109AXPAMERICAN EXPRESS CO$221,9390.03%1,274CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$219,9510.03%1,674CommonNONE
760759100RSGREPUBLIC SVCS INC$219,2660.03%1,432CommonNONE
50212V100LPLALPL FINL HLDGS INC$218,0180.03%1,003CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$212,5570.03%1,866CommonNONE
458140100INTCINTEL CORP$210,5910.03%6,298CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$208,4230.03%3,185CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$207,6200.03%1,071CommonNONE
049468101TEAMATLASSIAN CORPORATION$205,7360.03%1,226CommonNONE
46432F842IEFAISHARES TR$205,6740.03%3,047CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$204,8250.03%1,237CommonNONE
G9618E107WTMWHITE MTNS INS GROUP LTD$204,6830.03%147CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$204,2580.03%556CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$202,3340.03%2,159CommonNONE
82509L107SHOPSHOPIFY INC$202,3280.03%3,132CommonNONE
921937835BNDVANGUARD BD INDEX FDS$196,0490.03%2,697CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$195,2220.02%1,124CommonNONE
254687106DISDISNEY WALT CO$191,8340.02%2,149CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$189,1100.02%1,130CommonNONE
77543R102ROKUROKU INC$187,9150.02%2,938CommonNONE
89531P105TREXTREX CO INC$187,8300.02%2,865CommonNONE
37954Y855LITGLOBAL X FDS$187,3790.02%2,882CommonNONE
482480100KLACKLA CORP$186,3230.02%384CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$182,3370.02%787CommonNONE
G0403H108AONAON PLC$181,7970.02%527CommonNONE
767204100RIORIO TINTO PLC$180,7270.02%2,831CommonNONE
674599105OXYOCCIDENTAL PETE CORP$180,4120.02%3,068CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$179,8550.02%5,045CommonNONE
191216100KOCOCA COLA CO$179,2140.02%2,976CommonNONE
31428X106FDXFEDEX CORP$178,1810.02%719CommonNONE
N00985106AERAERCAP HOLDINGS NV$177,5390.02%2,795CommonNONE
12514G108CDWCDW CORP$176,6760.02%963CommonNONE
410867105THGHANOVER INS GROUP INC$176,5940.02%1,562CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$176,2630.02%8,809CommonNONE
780259305SHELSHELL PLC$176,1900.02%2,918CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$174,1880.02%3,366CommonNONE
670100205NVONOVO-NORDISK A S$172,7830.02%1,068CommonNONE
626755102MUSAMURPHY USA INC$172,5290.02%555CommonNONE
G4705A100ICLRICON PLC$172,3880.02%689CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$170,4720.02%529CommonNONE
G0750C108AXTAAXALTA COATING SYS LTD$169,3000.02%5,160CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$167,5700.02%2,075CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$165,7070.02%433CommonNONE
285512109EAELECTRONIC ARTS INC$164,2030.02%1,266CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$163,7990.02%304CommonNONE
718172109PMPHILIP MORRIS INTL INC$162,1800.02%1,661CommonNONE
00206R102TAT&T INC$162,0180.02%10,158CommonNONE
539830109LMTLOCKHEED MARTIN CORP$160,5910.02%349CommonNONE
30034W106EVRGEVERGY INC$160,4960.02%2,747CommonNONE
N3167Y103RACEFERRARI N V$159,3790.02%490CommonNONE
086516101BBYBEST BUY INC$158,7790.02%1,938CommonNONE
N07059210ASMLASML HOLDING N V$158,1260.02%218CommonNONE
09215C105BLACK KNIGHT INC$157,3890.02%2,635CommonNONE
737446104POSTPOST HLDGS INC$156,9240.02%1,811CommonNONE
156492100CNTYCENTURY CASINOS INC$156,0580.02%21,980CommonNONE
987184108YORWYORK WTR CO$153,4050.02%3,718CommonNONE
902494103TSNTYSON FOODS INC$152,3590.02%2,985CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$152,3230.02%1,877CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$151,1130.02%1,684CommonNONE
570535104MKLMARKEL GROUP INC$150,7670.02%109CommonNONE
46434G103IEMGISHARES INC$150,7020.02%3,057CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$149,8080.02%1,020CommonNONE
651587107NEUNEWMARKET CORP$149,6560.02%372CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$147,6910.02%882CommonNONE
260557103DOWDOW INC$143,9550.02%2,703CommonNONE
464288273SCZISHARES TR$143,0440.02%2,425CommonNONE
464288240ACWXISHARES TR$141,7050.02%2,879CommonNONE
29084Q100EMEEMCOR GROUP INC$139,7070.02%756CommonNONE
636274409NGGNATIONAL GRID PLC$135,6060.02%2,014CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$135,5840.02%1,846CommonNONE
189054109CLXCLOROX CO DEL$134,4950.02%846CommonNONE
98138H101WDAYWORKDAY INC$132,8240.02%588CommonNONE
45783Y699XUSPINNOVATOR ETFS TR$132,3140.02%4,658CommonNONE
747525103QCOMQUALCOMM INC$132,2290.02%1,111CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$130,7010.02%578CommonNONE
949746101WMT2WELLS FARGO CO NEW$130,6490.02%3,061CommonNONE
32054K103FRFIRST INDL RLTY TR INC$128,9000.02%2,449CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$128,7400.02%1,200CommonNONE
22052L104CTVACORTEVA INC$128,0520.02%2,235CommonNONE
00724F101ADBEADOBE SYSTEMS INCORPORATED$126,6490.02%259CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$126,4850.02%2,286CommonNONE
79466L302CRMSALESFORCE INC$125,9110.02%596CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$125,7260.02%366CommonNONE
68389X105ORCLORACLE CORP$124,3340.02%1,044CommonNONE
66987V109NVSNOVARTIS AG$123,8380.02%1,227CommonNONE
74347X633UYGPROSHARES TR$122,5360.02%2,686CommonNONE
92204A702VGTVANGUARD WORLD FDS$122,4790.02%277CommonNONE
46982L108JJACOBS SOLUTIONS INC$122,1290.02%1,027CommonNONE
50540R409LSILABORATORY CORP AMER HLDGS$121,7590.02%505CommonNONE
571903202MARMARRIOTT INTL INC NEW$120,8680.02%658CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$120,3840.02%3,029CommonNONE
46428Q109SLVISHARES SILVER TR$119,5750.02%5,724CommonNONE
29444U700EQIXEQUINIX INC$118,1080.02%151CommonNONE
803054204SAPSAP SE$117,3410.01%858CommonNONE
76171L106REYNREYNOLDS CONSUMER PRODS INC$115,5190.01%4,089CommonNONE
46284V101IRMIRON MTN INC DEL$115,0610.01%2,025CommonNONE
149123101CATCATERPILLAR INC$114,5490.01%466CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$114,3030.01%753CommonNONE
09247X101BLKCHFBLACKROCK INC$114,1740.01%165CommonNONE
01881G106ABALLIANCEBERNSTEIN HLDG L P$113,5930.01%3,532CommonNONE
09239B109BLBLACKLINE INC$113,0760.01%2,101CommonNONE
62945V109NVEEUSDNV5 GLOBAL INC$111,4350.01%1,006CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$111,0130.01%923CommonNONE
74935Q107RBARB GLOBAL INC$110,8110.01%1,847CommonNONE
45245E109IMAXIMAX CORP$110,3000.01%6,492CommonNONE
172967424CCITIGROUP INC$110,0680.01%2,391CommonNONE
G3922B107GGENPACT LIMITED$109,5590.01%2,916CommonNONE
043113208ARTNAARTESIAN RES CORP$109,3270.01%2,315CommonNONE
046353108AZNNASTRAZENECA PLC$107,9330.01%1,508CommonNONE
501044101KRKROGER CO$106,4890.01%2,266CommonNONE
298736109EEFTEURONET WORLDWIDE INC$106,4550.01%907CommonNONE
20030N101CMCSACOMCAST CORP NEW$105,6270.01%2,542CommonNONE
48251W104KKRKKR & CO INC$105,5600.01%1,885CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$104,7540.01%2,312CommonNONE
531229854FWONKUSDLIBERTY MEDIA CORP DEL$104,4890.01%1,388CommonNONE
20825C104COPCONOCOPHILLIPS$104,3600.01%1,007CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$104,2710.01%193CommonNONE
464287655IWMISHARES TR$100,5170.01%537CommonNONE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$100,4300.01%2,232CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$99,2690.01%984CommonNONE
45782C300UJANINNOVATOR ETFS TR$99,1070.01%3,028CommonNONE
464287671IUSGISHARES TR$98,4640.01%1,008CommonNONE
778296103ROSTROSS STORES INC$98,4370.01%878CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$97,3940.01%1,232CommonNONE
464287713IYZISHARES TR$95,0070.01%4,299CommonNONE
012653101ALBALBEMARLE CORP$94,0750.01%422CommonNONE
65339F101NEENEXTERA ENERGY INC$94,0450.01%1,267CommonNONE
37954Y780SNSRGLOBAL X FDS$93,8150.01%2,713CommonNONE
G54950103LINLINDE PLC$93,6890.01%246CommonNONE
G8473T100STESTERIS PLC$93,4170.01%415CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$93,1290.01%1,146CommonNONE
46434V621DGROISHARES TR$92,4250.01%1,794CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$90,2170.01%2,255CommonNONE
904708104UNFUNIFIRST CORP MASS$89,7170.01%579CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$89,4260.01%1,124CommonNONE
89832Q109TFCTRUIST FINL CORP$89,2240.01%2,940CommonNONE
02209S103MOALTRIA GROUP INC$89,0860.01%1,967CommonNONE
00912X302ALAIR LEASE CORP$88,7730.01%2,121CommonNONE
316092824FDLOFIDELITY COVINGTON TRUST$88,4810.01%1,766CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$87,7470.01%459CommonNONE
35473P504INCEFRANKLIN TEMPLETON ETF TR$87,5610.01%1,788CommonNONE
464287523SOXXISHARES TR$87,2500.01%172CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$87,1230.01%1,919CommonNONE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$86,0550.01%805CommonNONE
929740108WABWABTEC$83,9960.01%766CommonNONE
90364P105PATHUIPATH INC$83,7780.01%5,056CommonNONE
78468R804LGLVSPDR SER TR$83,5530.01%594CommonNONE
69351T106PPLPPL CORP$83,4780.01%3,155CommonNONE
33741X201LEGRFIRST TR EXCHANGE-TRADED FD$83,3180.01%2,168CommonNONE
421298100HAYWHAYWARD HLDGS INC$83,1660.01%6,472CommonNONE
G97822103PRGOPERRIGO CO PLC$83,1430.01%2,449CommonNONE
92932M101WNSNWNS HLDGS LTD$82,7140.01%1,122CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$82,6370.01%728CommonNONE
609207105MDLZMONDELEZ INTL INC$82,5640.01%1,132CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$81,9150.01%1,324CommonNONE
98986M103ZYXIQZYNEX INC$81,5830.01%8,507CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$81,5600.01%1,796CommonNONE
25243Q205DEODIAGEO PLC$81,3050.01%469CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$81,2670.01%1,441CommonNONE
33734X762ARVRFIRST TR EXCHANGE TRADED FD$78,6010.01%2,494CommonNONE
52468L406LVHDLEGG MASON ETF INVT$76,9840.01%2,099CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$76,3620.01%675CommonNONE
912008109USFDUS FOODS HLDG CORP$76,3400.01%1,735CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$75,4480.01%3,571CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$75,3080.01%296CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$75,1380.01%1,196CommonNONE
921935409VFMVVANGUARD WELLINGTON FD$74,5090.01%747CommonNONE
09263B108BLACKSKY TECHNOLOGY INC$74,2660.01%33,453CommonNONE
500754106KHCKRAFT HEINZ CO$73,9750.01%2,084CommonNONE
69344A107PULSPGIM ETF TR$73,7200.01%1,492CommonNONE
464286533EEMVISHARES INC$73,7150.01%1,341CommonNONE
494368103KMBKIMBERLY-CLARK CORP$73,4990.01%532CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$73,4520.01%56CommonNONE
370334104GISGENERAL MLS INC$72,6250.01%947CommonNONE
268150109DTDYNATRACE INC$72,5730.01%1,410CommonNONE
45104G104IBNICICI BANK LIMITED$72,1490.01%3,126CommonNONE
464288109ILCVISHARES TR$72,0840.01%1,084CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$71,9310.01%961CommonNONE
921909768VXUSVANGUARD STAR FDS$71,8250.01%1,281CommonNONE
85209W109SPTSPROUT SOCIAL INC$71,1330.01%1,541CommonNONE
808513105SCHWSCHWAB CHARLES CORP$70,6290.01%1,246CommonNONE
G3421J106FERG1GBXFERGUSON PLC NEW$70,4400.01%448CommonNONE
46436E338TLTWISHARES TR$70,3500.01%2,100CommonNONE
12685J105CABOCABLE ONE INC$70,2460.01%107CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP.$69,5830.01%516CommonNONE
835699307SONYSONY GROUP CORPORATION$69,2370.01%769CommonNONE
706327103PBAPEMBINA PIPELINE CORP$69,0740.01%2,197CommonNONE
G5960L103MDTMEDTRONIC PLC$68,8670.01%782CommonNONE
29260V105DAVAENDAVA PLC$68,6740.01%1,326CommonNONE
37733W204GSKGSK PLC$68,1670.01%1,913CommonNONE
928254101VIRTVIRTU FINL INC$67,7930.01%3,967CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$67,7920.01%805CommonNONE
682406103OLPONE LIBERTY PPTYS INC$67,0970.01%3,302CommonNONE
88579Y101MMM3M CO$66,4290.01%664CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$65,4810.01%1,024CommonNONE
81762P102NOWSERVICENOW INC$65,1890.01%116CommonNONE
59064R109MLABMESA LABS INC$65,0010.01%506CommonNONE
37954Y715BOTZGLOBAL X FDS$63,4570.01%2,208CommonNONE
063671101BMOBANK MONTREAL QUE$63,3080.01%701CommonNONE
88339J105TTDTHE TRADE DESK INC$63,0890.01%817CommonNONE
64829B100NEW RELIC INC$62,9540.01%962CommonNONE
023608102AEEAMEREN CORP$62,4780.01%765CommonNONE
78464A672SPTISPDR SER TR$62,0120.01%2,192CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$61,9540.01%434CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$61,7740.01%637CommonNONE
971378104WSCWILLSCOT MOBIL MINI HLDNG CO$61,6970.01%1,291CommonNONE
761152107RMDRESMED INC$61,4630.01%281CommonNONE
13765N107CNNECANNAE HLDGS INC$60,8330.01%3,010CommonNONE
33736G106FANFIRST TR EXCHANGE-TRADED FD$60,7770.01%3,479CommonNONE
46432F339QUALISHARES TR$60,7730.01%451CommonNONE
14149Y108CAHCARDINAL HEALTH INC$59,6830.01%631CommonNONE
98139A105WKWORKIVA INC$59,5730.01%586CommonNONE
071813109BAXBAXTER INTL INC$59,5080.01%1,306CommonNONE
784117103SEICSEI INVTS CO$59,3270.01%995CommonNONE
85254J102STAGSTAG INDL INC$59,0590.01%1,646CommonNONE
718546104PSXPHILLIPS 66$58,5750.01%614CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$57,6360.01%548CommonNONE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$57,5870.01%1,125CommonNONE
46435G672IAGGISHARES TR$57,3580.01%1,164CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$56,9460.01%1,136CommonNONE
464289883AOKISHARES TR$56,1610.01%1,594CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$55,5680.01%1,648CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$55,5170.01%371CommonNONE
969457100WMBWILLIAMS COS INC$55,1720.01%1,691CommonNONE
92204A876VPUVANGUARD WORLD FDS$55,0740.01%387CommonNONE
464287788IYFISHARES TR$54,9870.01%737CommonNONE
464289867AORISHARES TR$54,1080.01%1,052CommonNONE
45782C425UFEBINNOVATOR ETFS TR$54,0180.01%1,941CommonNONE
26614N102DDDUPONT DE NEMOURS INC$53,6110.01%750CommonNONE
49271V100KDPKEURIG DR PEPPER INC$53,5100.01%1,711CommonNONE
760273102RPTXREPARE THERAPEUTICS INC$52,9000.01%5,000CommonNONE
55262C100MBIMBIA INC$51,8660.01%6,003CommonNONE
617446448MSMORGAN STANLEY$51,6650.01%605CommonNONE
842587107SOSOUTHERN CO$51,4830.01%733CommonNONE
74736K101QRVOQORVO INC$51,0150.01%500CommonNONE
30214U102EXPOEXPONENT INC$50,9310.01%546CommonNONE
456837103INGING GROEP N.V.$50,2180.01%3,728CommonNONE
693656100PVHPVH CORPORATION$49,9040.01%587CommonNONE
773903109ROKROCKWELL AUTOMATION INC$49,5500.01%150CommonNONE
194162103CLCOLGATE PALMOLIVE CO$49,3260.01%640CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$48,7210.01%51CommonNONE
185634102CLNNEURCLENE INC$48,6150.01%55,250CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$47,8980.01%1,271CommonNONE
464288372IGFISHARES TR$47,7340.01%1,017CommonNONE
020002101ALLALLSTATE CORP$46,5820.01%427CommonNONE
78468R622JNKSPDR SER TR$46,4200.01%504CommonNONE
097023105BABOEING CO$46,0000.01%218CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$45,5070.01%910CommonNONE
464287622IWBISHARES TR$45,3800.01%186CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$44,0730.01%810CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$43,4990.01%393CommonNONE
438516106HONHONEYWELL INTL INC$43,3930.01%209CommonNONE
46436E718SGOVISHARES TR$43,2720.01%430CommonNONE
46432F388VLUEISHARES TR$43,2640.01%461CommonNONE
92259N104VELO3D INC$43,2000.01%20,000CommonNONE
244199105DEDEERE & CO$42,0770.01%104CommonNONE
29414B104EPAMEPAM SYS INC$42,0290.01%187CommonNONE
91879Q109MTNVAIL RESORTS INC$41,2890.01%164CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$40,4610.01%215CommonNONE
867224107SUSUNCOR ENERGY INC NEW$40,0560.01%1,366CommonNONE
48661E108KAYNE ANDERSON NEXTGEN ENRGY$39,6790.01%5,589CommonNONE
464288224ICLNISHARES TR$39,1200.00%2,126CommonNONE
907818108UNPUNION PAC CORP$38,6480.00%189CommonNONE
651639106NEMNEWMONT CORP$38,5110.00%903CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$38,3160.00%92CommonNONE
G0772R208NTBBANK OF NT BUTTERFIELD&SON L$38,1220.00%1,393CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$37,9660.00%501CommonNONE
688239201OSKOSHKOSH CORP$37,9430.00%438CommonNONE
844741108LUVSOUTHWEST AIRLS CO$37,2690.00%1,029CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$37,1130.00%417CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$36,9010.00%1,134CommonNONE
05964H105SANBANCO SANTANDER S.A.$36,8560.00%9,934CommonNONE
746228303PCYOPURE CYCLE CORP$36,8170.00%3,347CommonNONE

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.