MondegarAI
Anfield Capital Management, LLC

Q3 2024 · 13F-HR

Anfield Capital Management, LLCholdings as filed

Filed 2024-11-08 · accession 0001602020-24-000006

$262.3M
Reported value
454
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TRUST$39.2M14.9%68,288CommonNONE
81369Y852XLCCOMM SERV SELECT SECTOR SPDR$18.4M7.02%203,673CommonNONE
46090E103QQQINVESCO QQQ TRUST SERIES 1$14.2M5.40%29,023CommonNONE
81369Y803XLKTECHNOLOGY SELECT SECT SPDR$13.9M5.31%61,675CommonNONE
90214Q733AESRANFIELD US EQUITY SECTOR ROT$13.7M5.24%809,064CommonNONE
81369Y209XLVHEALTH CARE SELECT SECTOR$13.1M5.01%85,329CommonNONE
92189F676SMHVANECK SEMICONDUCTOR ETF$12.8M4.86%51,971CommonNONE
46429B267GOVTISHARES US TREASURY BOND ETF$11.0M4.19%469,152CommonNONE
46138E719IFLNINVESCO FUNDAMENTAL HIGH YIE$10.4M3.96%560,654CommonNONE
81369Y605XLFFINANCIAL SELECT SECTOR SPDR$8.9M3.39%196,279CommonNONE
464287242LQDISHARES IBOXX INVESTMENT GRA$8.2M3.12%72,379CommonNONE
464288588MBBISHARES MBS ETF$7.7M2.95%80,769CommonNONE
464287440IEFISHARES 7-10 YEAR TREASURY B$6.2M2.36%63,218CommonNONE
81369Y704XLIINDUSTRIAL SELECT SECT SPDR$5.0M1.90%36,813CommonNONE
97717W851DXJWISDOMTREE JAPAN HEDGED EQ$4.9M1.89%46,698CommonNONE
78464A847SPMDSPDR PORTFOLIO S&P 400 MID C$4.8M1.81%86,915CommonNONE
808524607SCHASCHWAB US SMALL-CAP ETF$4.2M1.61%164,314CommonNONE
33740F623FJANFT VEST U.S. EQUITY BUFFER E$3.5M1.33%78,208CommonNONE
81369Y308XLPCONSUMER STAPLES SPDR$3.4M1.30%41,205CommonNONE
33739Q200LMBSFIRST TRUST LOW DURATION OPP$3.4M1.28%68,028CommonNONE
78468R622JNKSPDR BLOOMBERG HIGH YIELD BO$3.2M1.22%32,802CommonNONE
69374H519PSMRPACER SWAN SOS MODERATE APR$2.9M1.12%107,301CommonNONE
67066G104NVDANVIDIA CORP$2.0M0.76%16,317CommonNONE
303250104FICOFAIR ISAAC CORP$1.9M0.71%960CommonNONE
30303M102METAMETA PLATFORMS INC-CLASS A$1.8M0.68%3,138CommonNONE
90214Q725ADFIANFIELD DYNAMIC FIXED INCOME$1.8M0.68%204,452CommonNONE
74762E102QUREQUANTA SERVICES INC$1.7M0.64%5,647CommonNONE
629377508NRGNRG ENERGY INC$1.7M0.64%18,453CommonNONE
69374H550PSMDPACER SWAN SOS MODERATE JANU$1.6M0.63%57,573CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.6M0.62%3,290CommonNONE
33740F482GMARFT VEST US EQUITY MODERATE B$1.6M0.60%42,814CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$1.6M0.59%1,760CommonNONE
64110L106NFLXNETFLIX INC$1.5M0.59%2,183CommonNONE
363576109AJGARTHUR J GALLAGHER & CO$1.5M0.59%5,466CommonNONE
040413106ANETEURARISTA NETWORKS INC$1.5M0.59%4,004CommonNONE
532457108LLYELI LILLY & CO$1.4M0.53%1,563CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.4M0.53%2,977CommonNONE
90214Q642RPHSREGENTS PARK HEDGED MARKET$1.4M0.51%130,317CommonNONE
02079K107GOOGALPHABET INC-CL C$1.3M0.49%7,666CommonNONE
922908363VOOVANGUARD S&P 500 ETF$1.2M0.46%2,292CommonNONE
33740U687GNOVFT VEST US EQUITY MODERATE B$921,0300.35%26,712CommonNONE
33740U612MARMFTVESTUS MAX BUFF ETF MARCH$917,5800.35%30,134CommonNONE
037833100AAPLAPPLE INC$844,1590.32%3,623CommonNONE
90214Q535FOUNDATIONS DYNAMIC VAL ETF$576,4600.22%45,606CommonNONE
90214Q550FOUNDATIONS DYNAMIC CORE ETF$564,8200.22%44,827CommonNONE
90214Q543FOUNDATIONS DYNAMIC GR ETF$564,3820.22%43,649CommonNONE
594918104MSFTMICROSOFT CORP$555,0870.21%1,290CommonNONE
023135106AMZNAMAZON.COM INC$481,1040.18%2,582CommonNONE
33740U653GAUGFT VEST US EQUITY MODERATE B$447,4200.17%12,868CommonNONE
33740U588JUNMFT VEST US EQ MAX BUF JUNE$441,3570.17%14,047CommonNONE
69374H493PSMJPACER SWAN SOS MODERATE JULY$392,0810.15%14,038CommonNONE
72201R718LDURPIMCO ENHANCED LOW DURATION$354,3800.14%3,693CommonNONE
03762U105ARIAPOLLO COMMERCIAL REAL ESTAT$300,7700.11%32,728CommonNONE
427096508HTGCHERCULES CAPITAL INC$289,6510.11%14,748CommonNONE
33740U562AUGMFT VEST US EQ MAX BUF AUG$285,7990.11%9,050CommonNONE
Y2106R110LPGDORIAN LPG LTD$284,3780.11%8,262CommonNONE
33740F763FFEBFT VEST US EQUITY BUFFER ETF$269,7990.10%5,556CommonNONE
04010L103ARCCARES CAPITAL CORP$258,4620.10%12,343CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORP$250,8080.10%17,214CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$241,0210.09%37,956CommonNONE
98943L107ZNTLZENTALIS PHARMACEUTICALS INC$237,9450.09%64,659CommonNONE
88160R101TSLATESLA INC$235,2050.09%899CommonNONE
09261X102BXSLBLACKSTONE SECURED LENDING F$231,5960.09%7,907CommonNONE
71654V408PBRPETROLEO BRASILEIRO-SPON ADR$225,8050.09%15,670CommonNONE
427746102HRTXHERON THERAPEUTICS INC$224,2970.09%112,712CommonNONE
78463X202FEZSPDR EURO STOXX 50 ETF$219,7210.08%4,127CommonNONE
02079K305GOOGLALPHABET INC-CL A$217,4290.08%1,311CommonNONE
33740U661GJULFT VEST US EQUITY MODERATE B$213,5500.08%5,927CommonNONE
302635206FSKFS KKR CAPITAL CORP$211,6240.08%10,726CommonNONE
128030202CALMCAL-MAINE FOODS INC$203,7140.08%2,722CommonNONE
45781V101IIPRINNOVATIVE INDUSTRIAL PROPER$191,1320.07%1,420CommonNONE
833635105SQMQUIMICA Y MINERA CHIL-SP ADR$171,8470.07%4,123CommonNONE
279158109ECECOPETROL SA-SPONSORED ADR$169,2150.06%18,949CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$163,2400.06%283CommonNONE
55336V100MPLXMPLX LP$160,1000.06%3,601CommonNONE
29273V100ETENERGY TRANSFER LP$159,0390.06%9,909CommonNONE
33738D309FTSLFIRST TRUST SENIOR LOAN ETF$156,9900.06%3,421CommonNONE
451100101IEPICAHN ENTERPRISES LP$151,6540.06%11,217CommonNONE
46138E404PCEFINVESCO CEF INCOME COMPOSITE$144,3360.06%7,323CommonNONE
46641Q332JEPIJPMORGAN EQUITY PREMIUM INCO$138,5990.05%2,329CommonNONE
81369Y886XLUUTILITIES SELECT SECTOR SPDR$134,0950.05%1,660CommonNONE
05684B107BCSFBAIN CAPITAL SPECIALTY FINAN$132,7170.05%7,995CommonNONE
33740F722FJUNFT VEST US EQUITY BUFF ETF-J$131,0990.05%2,595CommonNONE
Y46717107KENKENON HOLDINGS LTD$130,3580.05%4,669CommonNONE
33740U695GOCTFT VEST US EQUITY MODERATE B$128,0410.05%3,691CommonNONE
31609A503FMDEFIDELITY ENHANCED MD CP ETF$126,1320.05%3,922CommonNONE
03969F109RCUSARCUS BIOSCIENCES INC$122,9470.05%8,041CommonNONE
69374H485PSMOPACER SWAN SOS MOD OCT ETF$121,9580.05%4,492CommonNONE
88339J105TTDTRADE DESK INC/THE -CLASS A$120,8340.05%1,102CommonNONE
088606108BHPBHP GROUP LTD-SPON ADR$119,2510.05%1,920CommonNONE
00123Q104AGNCAGNC INVESTMENT CORP$116,5450.04%11,142CommonNONE
25820R105DMLPDORCHESTER MINERALS LP$115,7760.04%3,840CommonNONE
46432F396MTUMISHARES MSCI USA MOMENTUM FA$105,4350.04%520CommonNONE
46432F339QUALISHARES MSCI USA QUALITY FAC$102,9180.04%574CommonNONE
58463J304MPTMEDICAL PROPERTIES TRUST INC$99,2980.04%16,974CommonNONE
589889104MMSIMERIT MEDICAL SYSTEMS INC$98,8300.04%1,000CommonNONE
92204A702VGTVANGUARD INFO TECH ETF$93,8430.04%160CommonNONE
57636Q104MAMASTERCARD INC - A$91,8470.04%186CommonNONE
33741X102SDVYFIRST TRUST SMID CAP RISING$90,9500.03%2,500CommonNONE
032095101APHAMPHENOL CORP-CL A$90,1810.03%1,384CommonNONE
33740U570JULMFT VEST US EQ MAX BUF JULY$89,5280.03%2,875CommonNONE
30151E806CEFSSABA CLOSED END FUNDS ETF$88,3550.03%3,971CommonNONE
04014F102ARDCARES DYNAMIC CREDIT ALL$87,4780.03%5,725CommonNONE
25179M103DVNDEVON ENERGY CORP$87,3940.03%2,234CommonNONE
10949T109BRSPBRIGHTSPIRE CAPITAL INC$87,2090.03%15,573CommonNONE
26923G822PFFAVIRTUS INFRACAP US PREF STCK$85,0870.03%3,727CommonNONE
46431W606HYGHISHARES INT RATE HEDG HY ETF$84,7740.03%983CommonNONE
46138G508BKLNINVESCO SENIOR LOAN ETF$84,2710.03%4,011CommonNONE
69374H428FLRTPACER PACIFIC ASSET FLOATING$84,0570.03%1,770CommonNONE
47103U753JBBBJANUS HENDERSON B-BBB CLO ET$84,0470.03%1,717CommonNONE
35473P595FLBLFRANKLIN SENIOR LOAN ETF$83,9980.03%3,461CommonNONE
46431W705LQDHISHARES INT HEDG CORP BD ETF$83,4660.03%897CommonNONE
92790A405SEIXVIRTUS SEIX SENIOR LOAN ETF$83,1810.03%3,495CommonNONE
92189F411BIZDVANECK BDC INCOME ETF$83,0480.03%5,015CommonNONE
252131107DXCMDEXCOM INC$80,4480.03%1,200CommonNONE
461202103INTUINTUIT INC$77,6250.03%125CommonNONE
75574U101RCREADY CAPITAL CORP$77,4980.03%10,157CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$77,3210.03%125CommonNONE
872590104TMUST-MOBILE US INC$74,9090.03%363CommonNONE
03761U502MFICMIDCAP FINANCIAL INVESTMENT$72,5340.03%5,417CommonNONE
882508104TXNTEXAS INSTRUMENTS INC$70,4400.03%341CommonNONE
92206C102VGSHVANGUARD SHORT-TERM TREASURY$69,8800.03%1,184CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC-CL B$69,4990.03%151CommonNONE
025072349AVLVAVANTIS US LARGE CAP VALUE$65,4350.02%994CommonNONE
46429B697USMVISHARES MSCI USA MIN VOL FAC$64,9210.02%711CommonNONE
548661107LOWLOWE'S COS INC$60,6700.02%224CommonNONE
91680M107UPSTUPSTART HOLDINGS INC$56,6540.02%1,416CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$54,7580.02%13CommonNONE
46625H100JPMJPMORGAN CHASE & CO$53,7690.02%255CommonNONE
46432F388VLUEISHARES MSCI USA VALUE FACTO$52,1210.02%478CommonNONE
518416102RODMHARTFORD MULTIFACT DEV MRKT$50,9050.02%1,669CommonNONE
92647N568USVMVICTORYSHARES US SMALL MID C$50,4520.02%593CommonNONE
824348106SHWSHERWIN-WILLIAMS CO/THE$49,2350.02%129CommonNONE
217204106CPRTCOPART INC$46,4260.02%886CommonNONE
23804L103DDOGDATADOG INC - CLASS A$46,0240.02%400CommonNONE
78468R663BILSPDR BLOOMBERG 1-3 MONTH T-B$45,2620.02%493CommonNONE
855244109SBUXSTARBUCKS CORP$44,6500.02%458CommonNONE
892331307TMTOYOTA MOTOR CORP -SPON ADR$44,6430.02%250CommonNONE
78409V104SPGIS&P GLOBAL INC$44,4290.02%86CommonNONE
30231G102XOMEXXON MOBIL CORP$43,6060.02%372CommonNONE
11133T103BRBROADRIDGE FINANCIAL SOLUTIO$42,1460.02%196CommonNONE
464287101OEFISHARES S&P 100 ETF$40,9600.02%148CommonNONE
025072604AVEMAVANTIS EMERGING MARKETS EQ$40,5690.02%628CommonNONE
46641Q886JPMEJPM DIVER RET US MC EQUITY$40,4400.02%385CommonNONE
872540109TJXTJX COMPANIES INC$39,8460.02%339CommonNONE
464287432TLTISHARES 20 YEAR TREASURY BD$38,7500.01%395CommonNONE
78464A649SPABSPDR PORTFOLIO AGGREGATE BON$38,4000.01%1,469CommonNONE
464288513HYGISHARES IBOXX HIGH YLD CORP$37,3400.01%465CommonNONE
931142103WMTWALMART INC$36,3380.01%450CommonNONE
46434V456IQLTISHARES MSCI INTERNATIONAL Q$34,3540.01%828CommonNONE
33740F714DJUNFT VEST US EQUITY DEEP BUFFE$34,3030.01%806CommonNONE
58933Y105MRKMERCK & CO. INC.$34,1820.01%301CommonNONE
97717W406AIVLWISDOMTREE US AI ENHANCED VA$33,3900.01%300CommonNONE
00206R102TAT&T INC$33,1760.01%1,508CommonNONE
478160104JNJJOHNSON & JOHNSON$31,7640.01%196CommonNONE
921908844VIGVANGUARD DIVIDEND APPREC ETF$31,6900.01%160CommonNONE
025072802AVDVAVANTIS INTL S/C VALUE ETF$30,6710.01%434CommonNONE
464287481IWPISHARES RUSSELL MID-CAP GROW$30,2610.01%258CommonNONE
166764100CVXCHEVRON CORP$29,8960.01%203CommonNONE
67079K100SMRNUSCALE POWER CORP$29,3900.01%2,538CommonNONE
92826C839VVISA INC-CLASS A SHARES$28,0450.01%102CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING$27,6730.01%100CommonNONE
742718109PGPROCTER & GAMBLE CO/THE$27,1920.01%157CommonNONE
92189F437ANGLVANECK FALLEN ANGEL HIGH YLD$25,8510.01%879CommonNONE
33939L761SKORFLEXSHARES CREDIT-SCORED US$25,6410.01%522CommonNONE
254687106DISWALT DISNEY CO/THE$24,5280.01%255CommonNONE
46137V472XMHQINVESCO S&P MIDCAP QUAL ETF$24,5170.01%239CommonNONE
747525103QCOMQUALCOMM INC$24,1470.01%142CommonNONE
33734H106FVDFIRST TRUST VALUE LINE DVD$23,7910.01%523CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED ETF$23,7120.01%449CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$23,3870.01%40CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKE$23,3510.01%488CommonNONE
90384S303ULTAULTA BEAUTY INC$22,5690.01%58CommonNONE
G8473T100STESTERIS PLC$22,0710.01%91CommonNONE
81369Y407XLYCONSUMER DISCRETIONARY SELT$21,6400.01%108CommonNONE
570535104MKLMARKEL GROUP INC$20,3920.01%13CommonNONE
25434V302DFAEDIMENSIONAL EMERGING CORE EQ$20,2560.01%739CommonNONE
97717X131IQDGWISDOMTREE INTL QLTY DVD GRW$18,7530.01%479CommonNONE
007903107AMDADVANCED MICRO DEVICES$18,5410.01%113CommonNONE
744320102PRUPRUDENTIAL FINANCIAL INC$18,4070.01%152CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$18,3680.01%409CommonNONE
68389X105ORCLORACLE CORP$17,0400.01%100CommonNONE
921937835BNDVANGUARD TOTAL BOND MARKET$16,8250.01%224CommonNONE
78464A805SPTMSPDR PORTFOLIO S&P 1500 COMP$16,7440.01%239CommonNONE
78467V848TOTLSPDR DOUBLELINE TR TACT ETF$16,7260.01%404CommonNONE
464287523SOXXISHARES SEMICONDUCTOR ETF$16,1410.01%70CommonNONE
902973304USBUS BANCORP$15,7310.01%344CommonNONE
00287Y109ABBVABBVIE INC$15,6010.01%79CommonNONE
172908105CTASCINTAS CORP$15,4410.01%75CommonNONE
808524300SCHGSCHWAB US LARGE-CAP GROWTH$15,3960.01%591CommonNONE
75513E101RTXRTX CORP$15,3870.01%127CommonNONE
21036P108STZCONSTELLATION BRANDS INC-A$15,2040.01%59CommonNONE
002824100ABTABBOTT LABORATORIES$14,5930.01%128CommonNONE
437076102HDHOME DEPOT INC$14,5870.01%36CommonNONE
G5960L103MDTMEDTRONIC PLC$14,4950.01%161CommonNONE
219948106CPAYCORPAY INC$14,3870.01%46CommonNONE
09247X101BLKCHFBLACKROCK FINANCE INC$14,2430.01%15CommonNONE
191216100KOCOCA-COLA CO/THE$13,7970.01%192CommonNONE
539830109LMTLOCKHEED MARTIN CORP$13,4450.01%23CommonNONE
78464A409SPYGSPDR PORTFOLIO S&P 500 GROWT$13,4360.01%162CommonNONE
25434V203DFAIDIMENSIONAL INTERNATIONAL CO$13,0300.00%410CommonNONE
25434V716DFSUDIMENSIONAL US SUS CORE1 ETF$13,0130.00%350CommonNONE
45782C680PAUGINNOVATOR U.S. EQUITY POWER$12,9480.00%342CommonNONE
45782C813PJULINNOVATOR U.S. EQUITY POWER$12,9130.00%319CommonNONE
097023105BABOEING CO/THE$12,7710.00%84CommonNONE
45782C656PSEPINNOVATOR U.S. EQUITY POWER$12,6760.00%329CommonNONE
172967424CCITIGROUP INC$12,5830.00%201CommonNONE
46137V241SPHQINVESCO S&P 500 QUALITY ETF$12,5790.00%187CommonNONE
45782C508PJANINNOVATOR U.S. EQUITY POWER$12,5610.00%304CommonNONE
45782C417PFEBINNOVATOR U.S. EQUITY POWER$12,4340.00%345CommonNONE
808524854SCHRSCHWAB INTERMEDIATE-TERM US$12,3970.00%490CommonNONE
45782C797POCTINNOVATOR U.S. EQUITY POWER$12,3860.00%318CommonNONE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT$12,3620.00%69CommonNONE
45782C540PDECINNOVATOR U.S. EQUITY POWER$12,3360.00%322CommonNONE
45782C318PMAYINNOVATOR U.S. EQUITY POWER$12,3340.00%350CommonNONE
20825C104COPCONOCOPHILLIPS$12,3180.00%117CommonNONE
45782C383PMARINNOVATOR U.S. EQUITY POWER$12,2850.00%313CommonNONE
81369Y860XLREREAL ESTATE SELECT SECT SPDR$12,2840.00%275CommonNONE
45782C870PAPRINNOVATOR U.S. EQUITY POWER$12,2200.00%340CommonNONE
45782C748PJUNINNOVATOR U.S. EQUITY POWER$12,0600.00%327CommonNONE
464287325IXJISHARES GLOBAL HEALTHCARE ET$11,7790.00%120CommonNONE
92204A306VDEVANGUARD ENERGY ETF$11,7570.00%96CommonNONE
45782C573PNOVINNOVATOR U.S. EQUITY POWER$11,7040.00%317CommonNONE
78467V608SRLNSPDR BLACKSTONE SENIOR LOAN$11,4420.00%274CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$11,2650.00%51CommonNONE
464287705IJJISHARES S&P MID-CAP 400 VALU$10,8790.00%88CommonNONE
949746101WMT2WELLS FARGO & CO$10,6770.00%189CommonNONE
31428X106FDXFEDEX CORP$10,6740.00%39CommonNONE
46284V101IRMIRON MOUNTAIN INC$10,4570.00%88CommonNONE
149123101CATCATERPILLAR INC$10,1690.00%26CommonNONE
219350105GLWCORNING INC$10,1590.00%225CommonNONE
79466L302CRMSALESFORCE INC$10,1270.00%37CommonNONE
26441C204DUKDUKE ENERGY CORP$10,0310.00%87CommonNONE
717081103PFEPFIZER INC$10,0130.00%346CommonNONE
375558103GILDGILEAD SCIENCES INC$9,8090.00%117CommonNONE
969457100WMBWILLIAMS COS INC$9,5410.00%209CommonNONE
69374H303PTNQPACER TRENDPILOT 100 ETF$9,5330.00%130CommonNONE
33734X192SKYYFIRST TRUST CLOUD COMPUTING$9,5100.00%93CommonNONE
842587107SOSOUTHERN CO/THE$9,4690.00%105CommonNONE
37960A636EMMGBL X EG MT EX-C ETF-USD INC$9,3460.00%330CommonNONE
580135101MCDMCDONALD'S CORP$9,1350.00%30CommonNONE
828806109SPGSIMON PROPERTY GROUP INC$8,9580.00%53CommonNONE
253868103DLRDIGITAL REALTY TRUST INC$8,9010.00%55CommonNONE
23918K108DVADAVITA INC$8,8520.00%54CommonNONE
761152107RMDRESMED INC$8,7880.00%36CommonNONE
922042874VGKVANGUARD FTSE EUROPE ETF$8,7450.00%123CommonNONE
49271V100KDPKEURIG DR PEPPER INC$8,7330.00%233CommonNONE
025072877AVUVAVANTIS US SMALL CAP VALUE$8,7310.00%91CommonNONE
205887102CAGCONAGRA BRANDS INC$8,7150.00%268CommonNONE
654106103NKENIKE INC -CL B$8,6630.00%98CommonNONE
17275R102CSCOCISCO SYSTEMS INC$8,6220.00%162CommonNONE
78464A821MDYGSPDR S&P 400 MID CAPGROWTH E$8,5990.00%98CommonNONE
25746U109DDOMINION ENERGY INC$8,4950.00%147CommonNONE
500754106KHCKRAFT HEINZ CO/THE$8,4260.00%240CommonNONE
12572Q105CMECME GROUP INC$8,3850.00%38CommonNONE
718172109PMPHILIP MORRIS INTERNATIONAL$8,3770.00%69CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$8,2780.00%160CommonNONE
808524763FNDASCHWAB FNDMNTL US SM CO ETF$8,2220.00%276CommonNONE
487836108KKELLANOVA$8,0710.00%100CommonNONE
922908736VUGVANGUARD GROWTH ETF$8,0630.00%21CommonNONE
125523100CITHE CIGNA GROUP$7,9680.00%23CommonNONE
209115104EDCONSOLIDATED EDISON INC$7,8100.00%75CommonNONE
609207105MDLZMONDELEZ INTERNATIONAL INC-A$7,8090.00%106CommonNONE
00214Q302ARKGARK GENOMIC REVOLUTION ETF$7,7060.00%301CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC$7,6580.00%26CommonNONE
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902252105TYLTYLER TECHNOLOGIES INC$7,5880.00%13CommonNONE
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458140100INTCINTEL CORP$7,3200.00%312CommonNONE
438516106HONHONEYWELL INTERNATIONAL INC$7,2350.00%35CommonNONE
370334104GISGENERAL MILLS INC$7,1630.00%97CommonNONE
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46138E339SPMOINVESCO S&P 500 MOMENTUM ETF$7,0700.00%78CommonNONE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$7,0480.00%79CommonNONE
693475105PNCPNC FINANCIAL SERVICES GROUP$7,0240.00%38CommonNONE
78463X889SPDWSPDR PORTFOLIO DEVELOPED WOR$7,0240.00%187CommonNONE
97717X511AGGYWISDOMTREE YIELD ENHANCED US$6,9750.00%156CommonNONE
718546104PSXPHILLIPS 66$6,9670.00%53CommonNONE
20030N101CMCSACOMCAST CORP-CLASS A$6,8920.00%165CommonNONE
464287556IBBISHARES BIOTECHNOLOGY ETF$6,8430.00%47CommonNONE
89832Q109TFCTRUIST FINANCIAL CORP$6,6290.00%155CommonNONE
446413106HIIHUNTINGTON INGALLS INDUSTRIE$6,6100.00%25CommonNONE
281020107EIXEDISON INTERNATIONAL$6,5320.00%75CommonNONE
15135B101CNCCENTENE CORP$6,4740.00%86CommonNONE
617446448MSMORGAN STANLEY$6,4630.00%62CommonNONE
02209S103MOALTRIA GROUP INC$6,3290.00%124CommonNONE
989701107ZIONZIONS BANCORP NA$6,3270.00%134CommonNONE
806857108SLBSCHLUMBERGER LTD$6,2930.00%150CommonNONE
78464A508SPYVSPDR PORT S&P 500 VALUE$6,2370.00%118CommonNONE
571903202MARMARRIOTT INTERNATIONAL -CL A$6,2150.00%25CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$6,2100.00%40CommonNONE
101121101BXPBXP INC$6,1950.00%77CommonNONE
922908595VBKVANGUARD SMALL-CAP GRWTH ETF$6,1500.00%23CommonNONE
37954Y731KRMAGLOBAL X CONSCIOUS COMPANIES$5,9100.00%151CommonNONE
92556V106VTRSVIATRIS INC$5,8860.00%507CommonNONE
22052L104CTVACORTEVA INC$5,8790.00%100CommonNONE
003263100GLTRABRDN PHYSICAL PRECIOUS MET$5,7780.00%51CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$5,7310.00%33CommonNONE
46137V142PHOINVESCO WATER RESOURCES ETF$5,7140.00%81CommonNONE
29446M102EQNREQUINOR ASA-SPON ADR$5,6740.00%224CommonNONE
366651107ITGARTNER INC$5,5740.00%11CommonNONE
776696106ROPROPER TECHNOLOGIES INC$5,5640.00%10CommonNONE
78468R853SPSMSPDR PORTFOLIO S&P 600 SMALL$5,5520.00%122CommonNONE
49456B101KMIKINDER MORGAN INC$5,5450.00%251CommonNONE
053611109AVYAVERY DENNISON CORP$5,5190.00%25CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$5,4090.00%75CommonNONE
125269100CFCF INDUSTRIES HOLDINGS INC$5,4050.00%63CommonNONE
148806102CTLTEURCATALENT INC$5,3910.00%89CommonNONE
33737A108GRIDFIRST TRST NASD CL EDG SGIIF$5,3450.00%42CommonNONE
G1151C101ACNACCENTURE PLC-CL A$5,3020.00%15CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$5,2830.00%231CommonNONE
922908744VTVVANGUARD VALUE ETF$5,2370.00%30CommonNONE
832696405SJMJM SMUCKER CO/THE$5,2070.00%43CommonNONE
127097103CTRACOTERRA ENERGY INC$5,1490.00%215CommonNONE
03662Q105AKXANSYS INC$5,0980.00%16CommonNONE
45168D104IDXXIDEXX LABORATORIES INC$5,0520.00%10CommonNONE
25243Q205DEODIAGEO PLC-SPONSORED ADR$4,7720.00%34CommonNONE
911312106UPSUNITED PARCEL SERVICE-CL B$4,7720.00%35CommonNONE
78467V103RLYSPDR SSGA MULTI-ASSET REAL R$4,7420.00%165CommonNONE
87612E106TGTTARGET CORP$4,6760.00%30CommonNONE
74340W103PLDPROLOGIS INC$4,6720.00%37CommonNONE
00724F101ADBEADOBE INC$4,6600.00%9CommonNONE
90214Q766AFIFANFIELD UNIVERSAL FIXED INCO$4,6560.00%505CommonNONE
45784P101PODDINSULET CORP$4,6550.00%20CommonNONE
302491303FMCFMC CORP$4,6160.00%70CommonNONE
244199105DEDEERE & CO$4,5910.00%11CommonNONE
126650100CVSCVS HEALTH CORP$4,5900.00%73CommonNONE
89417E109TRVTRAVELERS COS INC/THE$4,4480.00%19CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$4,3230.00%17CommonNONE
025537101AEPAMERICAN ELECTRIC POWER$4,3090.00%42CommonNONE
185899101CLFCLEVELAND-CLIFFS INC$4,2780.00%335CommonNONE
92276F100VTRVENTAS INC$4,1040.00%64CommonNONE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$4,0660.00%57CommonNONE
668771108GENGEN DIGITAL INC$3,9770.00%145CommonNONE
256677105DGDOLLAR GENERAL CORP$3,9750.00%47CommonNONE
534187109LNCLINCOLN NATIONAL CORP$3,8130.00%121CommonNONE
44951W106IESCIES HOLDINGS INC$3,7930.00%19CommonNONE
58506Q109MEDPMEDPACE HOLDINGS INC$3,6720.00%11CommonNONE
723484101PNWPINNACLE WEST CAPITAL$3,6320.00%41CommonNONE
81762P102NOWSERVICENOW INC$3,5780.00%4CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORP$3,5390.00%4CommonNONE
233331107DTEDTE ENERGY COMPANY$3,4670.00%27CommonNONE
189054109CLXCLOROX COMPANY$3,4210.00%21CommonNONE
57667L107MTCHMATCH GROUP INC$3,3680.00%89CommonNONE
406216101HALHALLIBURTON CO$3,3410.00%115CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$3,2160.00%12CommonNONE
040919102ARKBARK 21SHARES BITCOIN ETF$3,1740.00%50CommonNONE
55354G100MSCIMSCI INC$2,9150.00%5CommonNONE
79589L106IOTSAMSARA INC-CL A$2,8390.00%59CommonNONE
72201R833MINTPIMCO ENHANCED SHORT MATURIT$2,8190.00%28CommonNONE
39874R101GOGROCERY OUTLET HOLDING CORP$2,7900.00%159CommonNONE
97717W380AGZDWISDOMTREE TRUST WISDOMTREE$2,6900.00%120CommonNONE
493267108KEYKEYCORP$2,6800.00%160CommonNONE
922908629VOVANGUARD MID-CAP ETF$2,6380.00%10CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$2,6340.00%294CommonNONE
37954Y855LITGLOBAL X LITHIUM & BATTERY T$2,6150.00%60CommonNONE
56585A102MPCMARATHON PETROLEUM CORP$2,6070.00%16CommonNONE
78463X509SPEMSPDR PORTFOLIO EMERGING MARK$2,4770.00%60CommonNONE
369604301GEGENERAL ELECTRIC$2,4520.00%13CommonNONE
78468R408SJNKSPDR BLOOMBERG SHORT TERM HI$2,3950.00%93CommonNONE
922042718VSSVANGUARD FTSE ALL WO X-US SC$2,3930.00%19CommonNONE
808524839SCHZSCHWAB US AGGREGATE BOND ETF$2,3520.00%99CommonNONE
78464A383SPMBSPDR PORTFOLIO MORTGAGE BACK$2,3430.00%104CommonNONE
46435G326IDEVISHARES CORE MSCI DEV MKTS$2,3370.00%33CommonNONE
49177J102KVUEKENVUE INC$2,3130.00%100CommonNONE
464288638IGIBISHARES 5-10Y INV GRADE CORP$2,2560.00%42CommonNONE
901109108TPCTUTOR PERINI CORP$2,2000.00%81CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HOLDIN$2,1740.00%106CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC-A$2,1320.00%190CommonNONE
03783C100APPFAPPFOLIO INC - A$2,1190.00%9CommonNONE
91913Y100VLOVALERO ENERGY CORP$2,0250.00%15CommonNONE
655844108NSCNORFOLK SOUTHERN CORP$1,9880.00%8CommonNONE
808524847SCHHSCHWAB US REIT ETF$1,9690.00%85CommonNONE
256163106DOCUDOCUSIGN INC$1,8630.00%30CommonNONE
808524722SCHKSCHWAB 1000 INDEX ETF$1,8530.00%67CommonNONE
35137L204FOXFOX CORP - CLASS B$1,8240.00%47CommonNONE
95040Q104WELLWELLTOWER INC$1,7920.00%14CommonNONE
693718108PCARPACCAR INC$1,7760.00%18CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO - B$1,7260.00%30CommonNONE
78464A664SPTLSPDR PORT LNG TRM TRSRY$1,6570.00%57CommonNONE
26414D106NAPA1USDDUCKHORN PORTFOLIO INC/THE$1,6090.00%277CommonNONE
808524508SCHMSCHWAB US MID CAP ETF$1,6070.00%58CommonNONE
440452100HRLHORMEL FOODS CORP$1,5850.00%50CommonNONE
595112103MUMICRON TECHNOLOGY INC$1,5560.00%15CommonNONE
713448108PEPPEPSICO INC$1,5300.00%9CommonNONE
871607107SNPSSYNOPSYS INC$1,5190.00%3CommonNONE
65339F101NEENEXTERA ENERGY INC$1,4370.00%17CommonNONE
46434G103IEMGISHARES CORE MSCI EMERGING$1,4350.00%25CommonNONE
260557103DOWDOW INC$1,4200.00%26CommonNONE
071813109BAXBAXTER INTERNATIONAL INC$1,4050.00%37CommonNONE
46434V381XTISHARES EXPONENTIAL TECH ETF$1,4000.00%23CommonNONE
11135F101AVGOBROADCOM INC$1,3800.00%8CommonNONE
501044101KRKROGER CO$1,3750.00%24CommonNONE
37045V100GMGENERAL MOTORS CO$1,3450.00%30CommonNONE
37954Y327COLOGLOBAL X MSCI COLOMBIA ETF$1,2920.00%55CommonNONE
031162100AMGNAMGEN INC$1,2890.00%4CommonNONE
78468R648KOMPSPDR S&P KENSHO NEW ECONOMIE$1,2830.00%26CommonNONE
25787G100DFINDONNELLEY FINANCIAL SOLUTION$1,1850.00%18CommonNONE
30161N101EXCEXELON CORP$1,1760.00%29CommonNONE
060505104BACBANK OF AMERICA CORP$1,1510.00%29CommonNONE
452327109ILMNILLUMINA INC$1,0430.00%8CommonNONE
513272104LWLAMB WESTON HOLDINGS INC$1,0360.00%16CommonNONE
75737F108RDFNREDFIN CORP$1,0270.00%82CommonNONE
67059N108NTNXNUTANIX INC - A$1,0070.00%17CommonNONE
M3760D101ESLTELBIT SYSTEMS LTD$1,0010.00%5CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$8750.00%106CommonNONE
46435G672IAGGISHARES INTL AGGREGATE BOND$8290.00%16CommonNONE
46641Q837JPSTJPMORGAN ULTRA-SHORT INCOME$8120.00%16CommonNONE
36828A101GEVGE VERNOVA INC$7650.00%3CommonNONE
74347X831TQQQPROSHARES ULTRAPRO QQQ$7250.00%10CommonNONE
60471A101MIRMIRION TECHNOLOGIES INC$4980.00%45CommonNONE
92942W107KLGWK KELLOGG CO$4280.00%25CommonNONE
10316T104BOXBOX INC - CLASS A$3930.00%12CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGY$3750.00%4CommonNONE
77543R102ROKUROKU INC$3730.00%5CommonNONE
639027101NATRNATURES SUNSHINE PRODS INC$3410.00%25CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$3330.00%2CommonNONE
09624H208BXCBLUELINX HOLDINGS INC$3160.00%3CommonNONE
09260D107BXBLACKSTONE INC$3060.00%2CommonNONE
844741108LUVSOUTHWEST AIRLINES CO$2960.00%10CommonNONE
92857W308VODVODAFONE GROUP PLC-SP ADR$2400.00%24CommonNONE
20451W101CMPSCOMPASS PATHWAYS PLC$2210.00%35CommonNONE
53656F789BETZROUNDHILL SPORTS BET & IGAM$2080.00%11CommonNONE
60255C885BRD1EURMIND MEDICINE MINDMED INC$2050.00%36CommonNONE
88076W103TDCTERADATA CORP$1820.00%6CommonNONE
26701L100BROSDUTCH BROS INC-CLASS A$1600.00%5CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1500.00%3CommonNONE
17243V102CNKCINEMARK HOLDINGS INC$1390.00%5CommonNONE
871655106SYPRSYPRIS SOLUTIONS INC$1200.00%75CommonNONE
301505889EMQQEMG MKT INTERNET ETF-USA INC$1180.00%3CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1080.00%3CommonNONE
878742204TECKTECK RESOURCES LTD-CLS B$1040.00%2CommonNONE
92343X100VTYVERINT SYSTEMS INC$1010.00%4CommonNONE
590672101MSBMESABI TRUST$910.00%4CommonNONE
45826T509ITRGINTEGRA RESOURCES CORP$900.00%92CommonNONE
714236106PBTPERMIAN BASIN ROYALTY TRUST$830.00%7CommonNONE
37733W204GSKGSK PLC-SPON ADR$820.00%2CommonNONE
62886E108VYXNCR VOYIX CORP$810.00%6CommonNONE
553368101MPMP MATERIALS CORP$710.00%4CommonNONE
374689107ROCKGIBRALTAR INDUSTRIES INC$700.00%1CommonNONE
G27907107DOLEDOLE PLC$650.00%4CommonNONE
904311107UAAUNDER ARMOUR INC-CLASS A$620.00%7CommonNONE
G1757E113CMCLCALEDONIA MINING CORP PLC$600.00%4CommonNONE
30049H102EVLVEVOLV TECHNOLOGIES HOLDINGS$530.00%13CommonNONE
87968A104TELLEURTELLURIAN INC$490.00%50CommonNONE
82835P103SVMSILVERCORP METALS INC$440.00%10CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$420.00%1CommonNONE
26152H301DRDDRDGOLD LTD-SPONSORED ADR$390.00%4CommonNONE
83056P715SKESKEENA RESOURCES LTD$340.00%4CommonNONE
152006102CGAUCENTERRA GOLD INC$290.00%4CommonNONE
90291C201USAUUS GOLD CORP$230.00%4CommonNONE
384747101GRALGRAIL INC$140.00%1CommonNONE
92859G608VZLAVIZSLA SILVER CORP$80.00%4CommonNONE
38268T103GPROGOPRO INC-CLASS A$70.00%5CommonNONE

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.