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OSAIC HOLDINGS, INC.

Q2 2023 · 13F-HR/A

OSAIC HOLDINGS, INC.holdings as filed

Filed 2023-08-21 · accession 0001677044-23-000039

$55.70B
Reported value
7,459
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 7459

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$2.13B3.83%4,784,922CommonSOLE
037833100AAPLAPPLE INC$1.74B3.13%8,999,973CommonSOLE
594918104MSFTMICROSOFT CORP$903.8M1.62%2,655,804CommonSOLE
46090E103QQQINVESCO QQQ TR$792.1M1.42%2,648,180CommonSOLE
922908363VOOVANGUARD INDEX FDS$784.6M1.41%1,926,498CommonSOLE
922908769VTIVANGUARD INDEX FDS$642.9M1.15%4,533,969CommonSOLE
46434V613IUSBISHARES TR$603.2M1.08%13,276,297CommonSOLE
023135106AMZNAMAZON COM INC$589.3M1.06%4,525,246CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$571.1M1.03%7,555,498CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$504.0M0.90%1,386,285CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$503.5M0.90%10,905,827CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$491.2M0.88%6,555,251CommonSOLE
46432F339QUALISHARES TR$447.1M0.80%3,314,456CommonSOLE
67066G104NVDANVIDIA CORPORATION$435.1M0.78%1,028,583CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$404.5M0.73%1,186,252CommonSOLE
922908744VTVVANGUARD INDEX FDS$399.1M0.72%2,808,336CommonSOLE
922908736VUGVANGUARD INDEX FDS$389.8M0.70%1,377,220CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$384.8M0.69%5,736,143CommonSOLE
464287226AGGISHARES TR$371.5M0.67%3,792,973CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$340.9M0.61%4,695,571CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$340.0M0.61%6,150,578CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$316.2M0.57%4,349,673CommonSOLE
69374H881COWZPACER FDS TR$313.1M0.56%6,539,754CommonSOLE
46434G103IEMGISHARES INC$305.4M0.55%6,195,014CommonSOLE
46432F842IEFAISHARES TR$297.1M0.53%4,402,113CommonSOLE
464288885EFGISHARES TR$296.9M0.53%3,110,935CommonSOLE
464289438IWYISHARES TR$285.8M0.51%1,802,233CommonSOLE
97717Y527USFRWISDOMTREE TR$282.1M0.51%5,600,770CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$275.5M0.49%5,759,266CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$266.8M0.48%1,754,755CommonSOLE
464288588MBBISHARES TR$264.6M0.48%2,837,989CommonSOLE
78464A854SPYMSPDR SER TR$262.5M0.47%5,036,833CommonSOLE
88160R101TSLATESLA INC$260.0M0.47%992,224CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$258.2M0.46%1,589,984CommonSOLE
464287614IWFISHARES TR$257.4M0.46%935,667CommonSOLE
78468R663BILSPDR SER TR$252.2M0.45%2,747,474CommonSOLE
02079K305GOOGLALPHABET INC$242.0M0.43%2,023,658CommonSOLE
464287309IVWISHARES TR$240.5M0.43%3,413,965CommonSOLE
46429B697USMVISHARES TR$233.6M0.42%3,143,210CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$233.2M0.42%5,732,255CommonSOLE
921909768VXUSVANGUARD STAR FDS$230.3M0.41%4,106,688CommonSOLE
464287804IJRISHARES TR$227.7M0.41%2,284,088CommonSOLE
30231G102XOMEXXON MOBIL CORP$215.1M0.39%2,007,892CommonSOLE
46435G425ESGUISHARES TR$208.2M0.37%2,135,196CommonSOLE
02079K107GOOGALPHABET INC$207.5M0.37%1,717,527CommonSOLE
46434V621DGROISHARES TR$206.4M0.37%4,013,824CommonSOLE
46429B267GOVTISHARES TR$205.3M0.37%8,976,188CommonSOLE
464288877EFVISHARES TR$204.0M0.37%4,167,877CommonSOLE
464287721IYWISHARES TR$203.1M0.36%1,866,187CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$197.6M0.35%1,357,836CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$194.3M0.35%1,118,692CommonSOLE
92826C839VVISA INC$192.5M0.35%810,103CommonSOLE
742718109PGPROCTER AND GAMBLE CO$189.2M0.34%1,247,526CommonSOLE
78464A409SPYGSPDR SER TR$186.4M0.33%3,058,879CommonSOLE
922908751VBVANGUARD INDEX FDS$185.2M0.33%930,420CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$183.6M0.33%2,442,279CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$183.1M0.33%3,887,068CommonSOLE
78463V107GLDSPDR GOLD TR$182.5M0.33%1,023,421CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$182.3M0.33%3,068,365CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$180.8M0.32%376,804CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$180.3M0.32%4,506,593CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$179.4M0.32%2,390,673CommonSOLE
478160104JNJJOHNSON & JOHNSON$176.9M0.32%1,071,252CommonSOLE
464288513HYGISHARES TR$176.5M0.32%2,350,604CommonSOLE
30303M102METAMETA PLATFORMS INC$175.4M0.31%610,461CommonSOLE
464287507IJHISHARES TR$170.7M0.31%652,324CommonSOLE
464287432TLTISHARES TR$169.2M0.30%1,646,168CommonSOLE
464287408IVEISHARES TR$167.2M0.30%1,036,834CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$166.1M0.30%3,312,909CommonSOLE
464288414MUBISHARES TR$163.9M0.29%1,535,820CommonSOLE
437076102HDHOME DEPOT INC$162.8M0.29%523,380CommonSOLE
166764100CVXCHEVRON CORP NEW$162.7M0.29%1,033,511CommonSOLE
46090A804GTOINVESCO ACTIVELY MANAGED ETF$162.1M0.29%3,489,564CommonSOLE
78464A508SPYVSPDR SER TR$161.6M0.29%3,740,477CommonSOLE
922908512VOEVANGUARD INDEX FDS$160.5M0.29%1,159,388CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$156.8M0.28%1,478,510CommonSOLE
464287150ITOTISHARES TR$156.0M0.28%1,594,793CommonSOLE
464288679SHVISHARES TR$155.3M0.28%1,406,567CommonSOLE
58933Y105MRKMERCK & CO INC$155.1M0.28%1,347,838CommonSOLE
922908629VOVANGUARD INDEX FDS$152.2M0.27%690,707CommonSOLE
464287622IWBISHARES TR$151.8M0.27%622,519CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$148.9M0.27%994,596CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$145.8M0.26%270,882CommonSOLE
464287457SHYISHARES TR$142.3M0.26%1,754,846CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$141.4M0.25%4,345,225CommonSOLE
464287655IWMISHARES TR$140.4M0.25%749,512CommonSOLE
713448108PEPPEPSICO INC$138.5M0.25%747,239CommonSOLE
00287Y109ABBVABBVIE INC$131.4M0.24%974,356CommonSOLE
580135101MCDMCDONALDS CORP$131.2M0.24%439,765CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$129.8M0.23%3,494,371CommonSOLE
464287473IWSISHARES TR$129.0M0.23%1,173,660CommonSOLE
532457108LLYLILLY ELI & CO$124.0M0.22%264,425CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$121.4M0.22%1,494,444CommonSOLE
922908652VXFVANGUARD INDEX FDS$120.4M0.22%808,341CommonSOLE
464287598IWDISHARES TR$119.1M0.21%754,195CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$117.7M0.21%299,019CommonSOLE
72201R775BONDPIMCO ETF TR$117.6M0.21%1,283,824CommonSOLE
17275R102CSCOCISCO SYS INC$115.9M0.21%2,240,277CommonSOLE
11135F101AVGOBROADCOM INC$113.5M0.20%130,525CommonSOLE
931142103WMTWALMART INC$112.1M0.20%713,768CommonSOLE
464287481IWPISHARES TR$110.8M0.20%1,146,258CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$109.5M0.20%318,427CommonSOLE
78464A763SDYSPDR SER TR$107.4M0.19%876,773CommonSOLE
922908637VVVANGUARD INDEX FDS$106.7M0.19%526,197CommonSOLE
191216100KOCOCA COLA CO$105.8M0.19%1,758,167CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$105.7M0.19%229,212CommonSOLE
78467V848TOTLSSGA ACTIVE ETF TR$104.8M0.19%2,585,645CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$103.6M0.19%1,381,340CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$103.2M0.19%2,274,808CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$102.4M0.18%2,040,989CommonSOLE
92204A702VGTVANGUARD WORLD FDS$102.1M0.18%230,817CommonSOLE
464287242LQDISHARES TR$102.0M0.18%943,424CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$101.4M0.18%764,369CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$100.5M0.18%205,285CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$98.6M0.18%2,237,370CommonSOLE
855244109SBUXSTARBUCKS CORP$94.7M0.17%955,019CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$94.5M0.17%1,249,475CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$94.5M0.17%1,875,225CommonSOLE
922908553VNQVANGUARD INDEX FDS$94.1M0.17%1,125,624CommonSOLE
717081103PFEPFIZER INC$94.1M0.17%2,565,818CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$91.8M0.16%2,723,432CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$91.3M0.16%1,985,822CommonSOLE
922908538VOTVANGUARD INDEX FDS$90.6M0.16%440,251CommonSOLE
464287176TIPISHARES TR$90.5M0.16%840,718CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$89.0M0.16%2,029,227CommonSOLE
92189F643MOATVANECK ETF TRUST$86.8M0.16%1,087,548CommonSOLE
921910816MGKVANGUARD WORLD FD$84.9M0.15%360,872CommonSOLE
46434V860TFLOISHARES TR$84.5M0.15%1,668,152CommonSOLE
464287168DVYISHARES TR$83.2M0.15%734,292CommonSOLE
74348A467NOBLPROSHARES TR$83.2M0.15%882,186CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$83.1M0.15%3,059,018CommonSOLE
78468R622JNKSPDR SER TR$82.9M0.15%900,583CommonSOLE
149123101CATCATERPILLAR INC$82.7M0.15%335,882CommonSOLE
464288653TLHISHARES TR$82.7M0.15%746,684CommonSOLE
78464A649SPABSPDR SER TR$82.4M0.15%3,247,377CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$81.0M0.15%262,204CommonSOLE
336917109FDLFIRST TR MORNINGSTAR DIVID L$80.0M0.14%2,350,970CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$79.8M0.14%1,076,355CommonSOLE
718172109PMPHILIP MORRIS INTL INC$79.1M0.14%809,491CommonSOLE
00206R102TAT&T INC$78.0M0.14%4,899,030CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$77.9M0.14%433,498CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$77.4M0.14%1,602,533CommonSOLE
33738R605FVFIRST TR EXCHANGE-TRADED FD$77.2M0.14%1,644,689CommonSOLE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$76.6M0.14%1,562,957CommonSOLE
254687106DISDISNEY WALT CO$76.1M0.14%852,791CommonSOLE
64110L106NFLXNETFLIX INC$74.3M0.13%168,604CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$74.2M0.13%436,832CommonSOLE
922908611VBRVANGUARD INDEX FDS$72.1M0.13%435,690CommonSOLE
097023105BABOEING CO$71.8M0.13%339,847CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$71.6M0.13%628,889CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$71.3M0.13%727,752CommonSOLE
65339F101NEENEXTERA ENERGY INC$71.2M0.13%962,111CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$71.0M0.13%2,626,159CommonSOLE
92204A504VHTVANGUARD WORLD FDS$71.0M0.13%290,146CommonSOLE
002824100ABTABBOTT LABS$70.5M0.13%647,297CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$68.7M0.12%639,193CommonSOLE
78468R523BILSSPDR SER TR$68.6M0.12%690,128CommonSOLE
02209S103MOALTRIA GROUP INC$68.3M0.12%1,508,560CommonSOLE
78468R101SPTSSPDR SER TR$68.2M0.12%2,368,523CommonSOLE
78464A805SPTMSPDR SER TR$68.1M0.12%1,250,002CommonSOLE
060505104BACBANK AMERICA CORP$67.1M0.12%2,337,924CommonSOLE
464285204IAUISHARES GOLD TR$66.9M0.12%1,836,809CommonSOLE
78464A359CWBSPDR SER TR$66.8M0.12%954,144CommonSOLE
548661107LOWLOWES COS INC$66.3M0.12%293,062CommonSOLE
464287465EFAISHARES TR$65.7M0.12%906,535CommonSOLE
907818108UNPUNION PAC CORP$64.9M0.12%316,798CommonSOLE
438516106HONHONEYWELL INTL INC$64.1M0.12%308,607CommonSOLE
94106L109WMWASTE MGMT INC DEL$64.1M0.12%369,800CommonSOLE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$63.9M0.11%2,551,970CommonSOLE
20030N101CMCSACOMCAST CORP NEW$63.9M0.11%1,535,745CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$63.1M0.11%1,160,528CommonSOLE
69374H105PTLCPACER FDS TR$62.9M0.11%1,522,797CommonSOLE
031162100AMGNAMGEN INC$62.5M0.11%280,577CommonSOLE
79466L302CRMSALESFORCE INC$62.4M0.11%295,116CommonSOLE
464288281EMBISHARES TR$62.3M0.11%718,235CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$62.0M0.11%1,307,474CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$61.9M0.11%1,800,888CommonSOLE
G5960L103MDTMEDTRONIC PLC$61.9M0.11%702,930CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$61.5M0.11%979,239CommonSOLE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$61.4M0.11%573,794CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$60.4M0.11%673,079CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$60.1M0.11%448,741CommonSOLE
747525103QCOMQUALCOMM INC$59.7M0.11%502,242CommonSOLE
458140100INTCINTEL CORP$59.4M0.11%1,777,942CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$58.6M0.11%1,229,251CommonSOLE
654106103NKENIKE INC$57.9M0.10%525,312CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$56.7M0.10%981,682CommonSOLE
842587107SOSOUTHERN CO$56.1M0.10%798,318CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$55.7M0.10%106,812CommonSOLE
72201R833MINTPIMCO ETF TR$55.2M0.10%553,206CommonSOLE
00214Q104ARKKARK ETF TR$54.8M0.10%1,240,948CommonSOLE
244199105DEDEERE & CO$54.8M0.10%135,091CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$54.8M0.10%836,809CommonSOLE
33740U786XDECFIRST TR EXCHNG TRADED FD VI$54.3M0.10%1,663,170CommonSOLE
46436E718SGOVISHARES TR$54.0M0.10%536,344CommonSOLE
78464A474SPSBSPDR SER TR$53.2M0.10%1,806,558CommonSOLE
92204A207VDCVANGUARD WORLD FDS$53.0M0.10%272,556CommonSOLE
33740F854DAUGFIRST TR EXCHNG TRADED FD VI$52.3M0.09%1,542,716CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$51.5M0.09%2,041,563CommonSOLE
464288687PFFISHARES TR$51.2M0.09%1,654,489CommonSOLE
46432F834IXUSISHARES TR$51.1M0.09%817,657CommonSOLE
922908595VBKVANGUARD INDEX FDS$50.9M0.09%221,377CommonSOLE
09247X101BLKCHFBLACKROCK INC$50.8M0.09%73,191CommonSOLE
464287440IEFISHARES TR$50.6M0.09%524,246CommonSOLE
46429B655FLOTISHARES TR$49.3M0.09%971,187CommonSOLE
345370860FFORD MTR CO DEL$48.9M0.09%3,233,101CommonSOLE
46429B747STIPISHARES TR$48.6M0.09%498,006CommonSOLE
68389X105ORCLORACLE CORP$48.4M0.09%407,270CommonSOLE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$48.2M0.09%531,174CommonSOLE
464288158SUBISHARES TR$48.0M0.09%461,438CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$47.8M0.09%2,994,492CommonSOLE
235851102DHRDANAHER CORPORATION$47.3M0.09%197,409CommonSOLE
G54950103LINLINDE PLC$46.8M0.08%123,324CommonSOLE
09260D107BXBLACKSTONE INC$46.2M0.08%497,080CommonSOLE
46434V407SHYGISHARES TR$46.1M0.08%1,113,157CommonSOLE
46138J841BSCOINVESCO EXCH TRD SLF IDX FD$45.8M0.08%2,227,333CommonSOLE
921910840MGVVANGUARD WORLD FD$45.8M0.08%441,065CommonSOLE
464287499IWRISHARES TR$44.9M0.08%614,126CommonSOLE
78468R853SPSMSPDR SER TR$44.6M0.08%1,149,080CommonSOLE
46429B663HDVISHARES TR$44.5M0.08%441,573CommonSOLE
46435U713IFRAISHARES TR$44.1M0.08%1,127,399CommonSOLE
69344A107PULSPGIM ETF TR$44.0M0.08%891,553CommonSOLE
74340W103PLDPROLOGIS INC.$43.8M0.08%357,012CommonSOLE
704326107PAYXPAYCHEX INC$43.6M0.08%388,016CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$43.5M0.08%498,653CommonSOLE
464287523SOXXISHARES TR$43.1M0.08%84,884CommonSOLE
025816109AXPAMERICAN EXPRESS CO$43.0M0.08%247,049CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$42.6M0.08%655,781CommonSOLE
126650100CVSCVS HEALTH CORP$42.4M0.08%612,428CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$42.2M0.08%258,193CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$42.1M0.08%1,184,461CommonSOLE
78464A664SPTLSPDR SER TR$42.0M0.08%1,405,522CommonSOLE
69374H709GCOWPACER FDS TR$41.8M0.07%1,260,680CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$41.6M0.07%1,715,175CommonSOLE
464288661IEIISHARES TR$41.4M0.07%359,820CommonSOLE
882508104TXNTEXAS INSTRS INC$41.0M0.07%227,564CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$40.8M0.07%119,429CommonSOLE
46138G698RWLINVESCO EXCH TRADED FD TR II$40.8M0.07%510,280CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$40.6M0.07%159,310CommonSOLE
46435G524IGROISHARES TR$40.5M0.07%651,939CommonSOLE
756109104OREALTY INCOME CORP$40.3M0.07%674,125CommonSOLE
302635206FSKFS KKR CAP CORP$40.0M0.07%2,083,466CommonSOLE
46432F396MTUMISHARES TR$39.7M0.07%275,168CommonSOLE
949746101WMT2WELLS FARGO CO NEW$39.7M0.07%929,176CommonSOLE
78464A672SPTISPDR SER TR$39.4M0.07%1,393,304CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$39.4M0.07%1,390,196CommonSOLE
20825C104COPCONOCOPHILLIPS$39.3M0.07%379,104CommonSOLE
78464A847SPMDSPDR SER TR$39.3M0.07%855,095CommonSOLE
N07059210ASMLASML HOLDING N V$39.0M0.07%53,749CommonSOLE
464287671IUSGISHARES TR$38.7M0.07%396,310CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$38.6M0.07%603,891CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$38.5M0.07%84,420CommonSOLE
375558103GILDGILEAD SCIENCES INC$38.3M0.07%497,386CommonSOLE
461202103INTUINTUIT$38.2M0.07%83,243CommonSOLE
609207105MDLZMONDELEZ INTL INC$38.2M0.07%523,168CommonSOLE
464288612GVIISHARES TR$38.0M0.07%369,782CommonSOLE
33740U802DAPRFIRST TR EXCHNG TRADED FD VI$37.9M0.07%1,232,486CommonSOLE
464287689IWVISHARES TR$37.8M0.07%148,400CommonSOLE
78464A839MDYVSPDR SER TR$37.8M0.07%548,730CommonSOLE
464288760ITAISHARES TR$37.6M0.07%322,228CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$37.5M0.07%780,423CommonSOLE
464287663IUSVISHARES TR$37.4M0.07%477,909CommonSOLE
863667101SYKSTRYKER CORPORATION$37.1M0.07%122,192CommonSOLE
82509L107SHOPSHOPIFY INC$36.9M0.07%573,389CommonSOLE
464287101OEFISHARES TR$36.9M0.07%178,169CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$36.2M0.07%70CommonSOLE
81762P102NOWSERVICENOW INC$36.2M0.07%64,439CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$35.7M0.06%453,984CommonSOLE
45782C110INNOVATOR ETFS TR$35.3M0.06%1,438,758CommonSOLE
78409V104SPGIS&P GLOBAL INC$35.3M0.06%87,929CommonSOLE
46434V456IQLTISHARES TR$35.2M0.06%989,709CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$35.2M0.06%215,935CommonSOLE
25434V880DFAXDIMENSIONAL ETF TRUST$35.2M0.06%1,508,489CommonSOLE
464287762IYHISHARES TR$35.1M0.06%125,449CommonSOLE
718546104PSXPHILLIPS 66$35.1M0.06%367,239CommonSOLE
98978V103ZTSZOETIS INC$35.0M0.06%202,982CommonSOLE
464287705IJJISHARES TR$34.9M0.06%325,406CommonSOLE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$34.8M0.06%1,617,638CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$34.7M0.06%343,645CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$34.5M0.06%156,278CommonSOLE
369604301GEGENERAL ELECTRIC CO$34.5M0.06%313,857CommonSOLE
464287648IWOISHARES TR$34.3M0.06%141,479CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$34.3M0.06%71,498CommonSOLE
464288570DSIISHARES TR$34.2M0.06%405,855CommonSOLE
97717X669DGRWWISDOMTREE TR$34.0M0.06%510,714CommonSOLE
038222105AMATAPPLIED MATLS INC$33.9M0.06%234,752CommonSOLE
670100205NVONOVO-NORDISK A S$33.8M0.06%209,431CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$33.7M0.06%153,445CommonSOLE
45782C417PFEBINNOVATOR ETFS TR$33.7M0.06%1,094,658CommonSOLE
902973304USBUS BANCORP DEL$33.6M0.06%1,017,229CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$33.5M0.06%1,591,284CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$33.3M0.06%241,220CommonSOLE
46138G656RDIVINVESCO EXCH TRADED FD TR II$33.2M0.06%845,971CommonSOLE
37954Y483QYLDGLOBAL X FDS$33.1M0.06%1,867,231CommonSOLE
78468R408SJNKSPDR SER TR$33.1M0.06%1,338,796CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$33.0M0.06%124,431CommonSOLE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$33.0M0.06%1,487,571CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$33.0M0.06%169,931CommonSOLE
032108409DIVOAMPLIFY ETF TR$32.9M0.06%916,394CommonSOLE
075887109BDXBECTON DICKINSON & CO$32.8M0.06%124,588CommonSOLE
33739N108FMBFIRST TR EXCH TRADED FD III$32.6M0.06%642,926CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$32.4M0.06%1,383,729CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$32.3M0.06%666,764CommonSOLE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$32.2M0.06%1,334,187CommonSOLE
88579Y101MMM3M CO$32.2M0.06%322,207CommonSOLE
464287606IJKISHARES TR$32.2M0.06%428,933CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$32.1M0.06%125,955CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$31.9M0.06%793,262CommonSOLE
00888H208APRWAIM ETF PRODUCTS TRUST$31.9M0.06%1,133,683CommonSOLE
29273V100ETENERGY TRANSFER L P$31.7M0.06%2,499,366CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$31.7M0.06%735,599CommonSOLE
833034101SNASNAP ON INC$31.6M0.06%109,496CommonSOLE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$31.6M0.06%1,386,937CommonSOLE
46428Q109SLVISHARES SILVER TR$31.5M0.06%1,503,750CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$31.4M0.06%125,349CommonSOLE
45783Y855BALTINNOVATOR ETFS TR$31.3M0.06%1,122,639CommonSOLE
29250N105ENBENBRIDGE INC$31.3M0.06%842,659CommonSOLE
369550108GDGENERAL DYNAMICS CORP$31.2M0.06%145,135CommonSOLE
69374H717ALTLPACER FDS TR$31.1M0.06%827,733CommonSOLE
464288810IHIISHARES TR$30.6M0.05%541,680CommonSOLE
92189F676SMHVANECK ETF TRUST$30.5M0.05%200,471CommonSOLE
46138G664RWJINVESCO EXCH TRADED FD TR II$30.5M0.05%268,337CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$30.5M0.05%671,411CommonSOLE
316092782FVALFIDELITY COVINGTON TRUST$30.4M0.05%618,966CommonNONE
46434V878ICSHISHARES TR$30.4M0.05%603,957CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$30.3M0.05%1,148,579CommonSOLE
88339J105TTDTHE TRADE DESK INC$30.2M0.05%390,907CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$30.1M0.05%718,058CommonSOLE
G29183103ETNEATON CORP PLC$30.0M0.05%148,986CommonSOLE
46435G672IAGGISHARES TR$29.9M0.05%606,889CommonSOLE
98149E303GLDMWORLD GOLD TR$29.8M0.05%783,232CommonSOLE
03076C106AMPAMERIPRISE FINL INC$29.8M0.05%89,373CommonSOLE
26875P101EOGEOG RES INC$29.7M0.05%259,510CommonSOLE
464288646IGSBISHARES TR$29.6M0.05%590,176CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$29.5M0.05%513,080CommonSOLE
69374H857CALFPACER FDS TR$29.5M0.05%724,388CommonSOLE
464287234EEMISHARES TR$29.4M0.05%742,268CommonSOLE
87612E106TGTTARGET CORP$29.3M0.05%222,310CommonSOLE
97717W505DONWISDOMTREE TR$29.3M0.05%694,795CommonSOLE
921932703VOOVVANGUARD ADMIRAL FDS INC$29.1M0.05%186,869CommonSOLE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$29.0M0.05%434,665CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$28.9M0.05%221,754CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$28.9M0.05%89,534CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$28.8M0.05%569,085CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$28.7M0.05%122,245CommonSOLE
032654105ADIANALOG DEVICES INC$28.7M0.05%147,444CommonSOLE
97717Y790NTSXWISDOMTREE TR$28.6M0.05%771,293CommonSOLE
92204A876VPUVANGUARD WORLD FDS$28.6M0.05%200,788CommonSOLE
92204A108VCRVANGUARD WORLD FDS$28.4M0.05%100,377CommonSOLE
370334104GISGENERAL MLS INC$28.3M0.05%369,529CommonSOLE
31428X106FDXFEDEX CORP$28.3M0.05%114,155CommonSOLE
723787107PXDEURPIONEER NAT RES CO$28.2M0.05%135,663CommonSOLE
46431W507NEARISHARES U S ETF TR$28.1M0.05%566,149CommonSOLE
00162Q452AMLPALPS ETF TR$28.0M0.05%713,463CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$27.9M0.05%303,680CommonSOLE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$27.9M0.05%615,353CommonSOLE
701094104PHPARKER-HANNIFIN CORP$27.7M0.05%71,049CommonSOLE
872540109TJXTJX COS INC NEW$27.6M0.05%325,497CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$27.4M0.05%42,642CommonSOLE
92204A405VFHVANGUARD WORLD FDS$27.4M0.05%336,666CommonSOLE
46435G326IDEVISHARES TR$27.3M0.05%451,514CommonSOLE
001055102AFLAFLAC INC$27.2M0.05%390,391CommonSOLE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$27.1M0.05%462,334CommonSOLE
291011104EMREMERSON ELEC CO$27.1M0.05%300,218CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$26.9M0.05%2,369,249CommonSOLE
427866108HSYHERSHEY CO$26.8M0.05%107,884CommonSOLE
46429B689EFAVISHARES TR$26.8M0.05%396,759CommonSOLE
009158106APDAIR PRODS & CHEMS INC$26.8M0.05%89,748CommonSOLE
56585A102MPCMARATHON PETE CORP$26.6M0.05%227,202CommonSOLE
92204A306VDEVANGUARD WORLD FDS$26.4M0.05%233,809CommonSOLE
78464A821MDYGSPDR SER TR$26.4M0.05%368,232CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$26.4M0.05%179,487CommonSOLE
316092303FSTAFIDELITY COVINGTON TRUST$26.2M0.05%576,603CommonSOLE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$26.1M0.05%702,596CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$26.1M0.05%309,826CommonSOLE
78464A755XMESPDR SER TR$26.1M0.05%513,040CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$26.0M0.05%503,305CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$26.0M0.05%88,383CommonSOLE
78468R739SHMSPDR SER TR$26.0M0.05%552,624CommonSOLE
316092790FQALFIDELITY COVINGTON TRUST$25.7M0.05%507,926CommonSOLE
92936U109WPCWP CAREY INC$25.7M0.05%379,554CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$25.5M0.05%641,620CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$25.4M0.05%380,680CommonSOLE
22822V101CCICROWN CASTLE INC$25.0M0.04%219,221CommonSOLE
97717W307DLNWISDOMTREE TR$24.9M0.04%392,393CommonSOLE
670346105NUENUCOR CORP$24.9M0.04%151,647CommonSOLE
871829107SYYSYSCO CORP$24.8M0.04%333,557CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$24.6M0.04%291,493CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$24.6M0.04%261,009CommonSOLE
233051432HYLBDBX ETF TR$24.4M0.04%707,243CommonSOLE
172967424CCITIGROUP INC$24.4M0.04%529,359CommonSOLE
904767704UNILEVER PLC$24.3M0.04%467,716CommonSOLE
04010L103ARCCARES CAPITAL CORP$24.3M0.04%1,292,018CommonSOLE
92204A603VISVANGUARD WORLD FDS$24.2M0.04%117,825CommonSOLE
45782C680PAUGINNOVATOR ETFS TR$24.1M0.04%773,883CommonSOLE
78464A375SPIBSPDR SER TR$24.1M0.04%751,334CommonSOLE
260557103DOWDOW INC$24.1M0.04%451,677CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$24.1M0.04%697,446CommonSOLE
92204A801VAWVANGUARD WORLD FDS$23.9M0.04%131,205CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$23.8M0.04%251,958CommonSOLE
69374H568PSFFPACER FDS TR$23.8M0.04%976,935CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$23.7M0.04%1,545,879CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$23.7M0.04%453,054CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$23.6M0.04%450,280CommonSOLE
H1467J104CBCHUBB LIMITED$23.5M0.04%122,598CommonSOLE
036752103ELVELEVANCE HEALTH INC$23.5M0.04%52,916CommonSOLE
617446448MSMORGAN STANLEY$23.4M0.04%274,520CommonSOLE
45782C870PAPRINNOVATOR ETFS TR$23.2M0.04%752,357CommonSOLE
66538H591SECTNORTHERN LTS FD TR IV$23.2M0.04%538,259CommonNONE
808513105SCHWSCHWAB CHARLES CORP$23.1M0.04%407,780CommonSOLE
92189F437ANGLVANECK ETF TRUST$22.9M0.04%826,188CommonSOLE
464288752ITBISHARES TR$22.9M0.04%268,370CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$22.8M0.04%64,976CommonSOLE
58155Q103MCKMCKESSON CORP$22.8M0.04%53,448CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$22.8M0.04%195,080CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$22.8M0.04%8,440CommonSOLE
055622104BPBP PLC$22.7M0.04%642,124CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$22.7M0.04%233,873CommonSOLE
126408103CSXCSX CORP$22.6M0.04%663,968CommonSOLE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$22.6M0.04%394,909CommonSOLE
189054109CLXCLOROX CO DEL$22.5M0.04%141,695CommonSOLE
91913Y100VLOVALERO ENERGY CORP$22.5M0.04%192,341CommonSOLE
46436E882ISHARES TR$22.5M0.04%908,059CommonSOLE
69374H303PTNQPACER FDS TR$22.4M0.04%361,421CommonSOLE
595112103MUMICRON TECHNOLOGY INC$22.4M0.04%355,459CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$22.3M0.04%353,643CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$22.3M0.04%866,807CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$22.2M0.04%90,204CommonSOLE
46435U853USHYISHARES TR$22.1M0.04%627,292CommonSOLE
744320102PRUPRUDENTIAL FINL INC$22.1M0.04%250,294CommonSOLE
464287556IBBISHARES TR$22.1M0.04%173,847CommonSOLE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$22.0M0.04%574,189CommonSOLE
47103U886VNLAJANUS DETROIT STR TR$22.0M0.04%460,246CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$22.0M0.04%987,929CommonSOLE
233051200DBEFDBX ETF TR$21.9M0.04%618,390CommonSOLE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$21.7M0.04%437,150CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$21.7M0.04%62,145CommonSOLE
37954Y673PAVEGLOBAL X FDS$21.7M0.04%691,274CommonSOLE
23331A109DHID R HORTON INC$21.7M0.04%178,333CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$21.7M0.04%45,050CommonSOLE
72201Y101PDIPIMCO DYNAMIC INCOME FD$21.5M0.04%1,149,200CommonSOLE
33734X143FXHFIRST TR EXCHANGE TRADED FD$21.5M0.04%198,412CommonSOLE
464287630IWNISHARES TR$21.4M0.04%152,230CommonSOLE
969457100WMBWILLIAMS COS INC$21.4M0.04%656,149CommonSOLE
45782C318PMAYINNOVATOR ETFS TR$21.3M0.04%713,030CommonSOLE
92189F106GDXVANECK ETF TRUST$21.2M0.04%706,133CommonSOLE
464286533EEMVISHARES INC$21.2M0.04%385,341CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$21.1M0.04%335,635CommonSOLE
482480100KLACKLA CORP$21.0M0.04%43,403CommonSOLE
46435G474FALNISHARES TR$21.0M0.04%827,163CommonSOLE
46137V506PFMINVESCO EXCHANGE TRADED FD T$20.9M0.04%547,037CommonNONE
46434G863ESGEISHARES INC$20.9M0.04%660,646CommonSOLE
872590104TMUST-MOBILE US INC$20.9M0.04%150,461CommonSOLE
464287879IJSISHARES TR$20.8M0.04%218,693CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$20.8M0.04%1,208,449CommonSOLE
92647N824CDCVICTORY PORTFOLIOS II$20.7M0.04%359,826CommonSOLE
464288273SCZISHARES TR$20.7M0.04%350,706CommonSOLE
46138J866INVESCO EXCH TRD SLF IDX FD$20.6M0.04%973,732CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$20.5M0.04%604,409CommonSOLE
337738108FISVFISERV INC$20.5M0.04%162,577CommonSOLE
46432F859ISTBISHARES TR$20.4M0.04%437,031CommonSOLE
37954Y475XYLDGLOBAL X FDS$20.2M0.04%491,940CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$20.2M0.04%405,889CommonSOLE
464288638IGIBISHARES TR$20.2M0.04%398,858CommonSOLE
78468R200FLRNSPDR SER TR$20.2M0.04%657,100CommonSOLE
25746U109DDOMINION ENERGY INC$20.1M0.04%388,046CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$19.9M0.04%322,848CommonSOLE
125523100CITHE CIGNA GROUP$19.9M0.04%70,754CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$19.7M0.04%612,408CommonSOLE
46641Q373BBINJ P MORGAN EXCHANGE TRADED F$19.7M0.04%365,477CommonSOLE
760759100RSGREPUBLIC SVCS INC$19.7M0.04%128,712CommonSOLE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$19.7M0.04%66,004CommonSOLE
34959E109FTNTFORTINET INC$19.6M0.04%259,312CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$19.6M0.04%254,011CommonSOLE
816851109SRESEMPRA$19.5M0.04%133,958CommonSOLE
316092824FDLOFIDELITY COVINGTON TRUST$19.5M0.04%389,294CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$19.5M0.03%390,407CommonSOLE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$19.5M0.03%469,518CommonSOLE
92939U106WECWEC ENERGY GROUP INC$19.4M0.03%219,399CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$19.2M0.03%173,771CommonSOLE
92204A884VOXVANGUARD WORLD FDS$19.2M0.03%180,629CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$19.2M0.03%2,463,743CommonSOLE
46090A879VRIGINVESCO ACTIVELY MANAGED ETF$19.2M0.03%770,443CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$19.0M0.03%92,677CommonSOLE
209115104EDCONSOLIDATED EDISON INC$18.8M0.03%208,325CommonSOLE
66538H534BIBLNORTHERN LTS FD TR IV$18.8M0.03%572,780CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$18.8M0.03%265,808CommonSOLE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$18.7M0.03%852,982CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$18.6M0.03%50,363CommonSOLE
37045V100GMGENERAL MTRS CO$18.6M0.03%480,668CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$18.5M0.03%8,674CommonSOLE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$18.5M0.03%106,972CommonSOLE
682189105ONON SEMICONDUCTOR CORP$18.5M0.03%194,836CommonSOLE
40412C101HCAHCA HEALTHCARE INC$18.5M0.03%60,880CommonSOLE
132061201SYLDCAMBRIA ETF TR$18.4M0.03%299,759CommonSOLE
78467V707ULSTSSGA ACTIVE ETF TR$18.4M0.03%455,929CommonSOLE
00326A104SGOLABRDN GOLD ETF TRUST$18.3M0.03%997,086CommonSOLE
464287812IYKISHARES TR$18.3M0.03%91,453CommonSOLE
018802108LNTALLIANT ENERGY CORP$18.3M0.03%348,187CommonSOLE
97717X578XSOEWISDOMTREE TR$18.1M0.03%648,494CommonSOLE

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.