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OSAIC HOLDINGS, INC.

Q3 2023 · 13F-HR

OSAIC HOLDINGS, INC.holdings as filed

Filed 2023-11-13 · accession 0001677044-23-000041

$67.67B
Reported value
7,392
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 7392

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$2.50B3.69%5,807,590CommonSOLE
037833100AAPLAPPLE INC$1.89B2.79%11,024,120CommonSOLE
594918104MSFTMICROSOFT CORP$1.09B1.61%3,458,510CommonSOLE
922908363VOOVANGUARD INDEX FDS$978.0M1.45%2,489,708CommonSOLE
46090E103QQQINVESCO QQQ TR$910.1M1.34%2,539,626CommonSOLE
922908769VTIVANGUARD INDEX FDS$738.1M1.09%3,474,185CommonSOLE
023135106AMZNAMAZON COM INC$702.7M1.04%5,528,000CommonSOLE
46434V613IUSBISHARES TR$636.6M0.94%14,561,933CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$635.5M0.94%1,486,167CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$562.6M0.83%12,867,722CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$555.3M0.82%7,636,763CommonSOLE
67066G104NVDANVIDIA CORPORATION$549.6M0.81%1,263,318CommonSOLE
69374H881COWZPACER FDS TR$538.7M0.80%10,897,181CommonSOLE
46432F339QUALISHARES TR$526.4M0.78%3,993,271CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$493.7M0.73%1,409,448CommonSOLE
464287226AGGISHARES TR$481.6M0.71%5,120,362CommonSOLE
78464A409SPYGSPDR SER TR$453.4M0.67%7,647,059CommonSOLE
922908744VTVVANGUARD INDEX FDS$451.2M0.67%3,270,119CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$444.8M0.66%6,901,855CommonSOLE
922908736VUGVANGUARD INDEX FDS$437.8M0.65%1,606,971CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$411.3M0.61%7,677,378CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$385.9M0.57%5,531,656CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$384.8M0.57%5,438,169CommonSOLE
46432F842IEFAISHARES TR$383.9M0.57%5,964,393CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$379.9M0.56%5,052,148CommonSOLE
464288877EFVISHARES TR$379.2M0.56%7,747,929CommonSOLE
46429B697USMVISHARES TR$374.1M0.55%5,166,553CommonSOLE
78464A854SPYMSPDR SER TR$364.9M0.54%7,260,418CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$358.2M0.53%2,429,124CommonSOLE
464287432TLTISHARES TR$354.5M0.52%3,997,082CommonSOLE
02079K305GOOGLALPHABET INC$350.9M0.52%2,682,255CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$349.6M0.52%7,305,129CommonSOLE
464287309IVWISHARES TR$339.8M0.50%4,965,562CommonSOLE
46434G103IEMGISHARES INC$325.9M0.48%6,845,824CommonSOLE
78468R663BILSPDR SER TR$320.9M0.47%3,495,008CommonNONE
464287614IWFISHARES TR$314.1M0.46%1,180,399CommonSOLE
88160R101TSLATESLA INC$308.1M0.46%1,231,213CommonSOLE
30231G102XOMEXXON MOBIL CORP$307.3M0.45%2,612,506CommonSOLE
464288513HYGISHARES TR$299.0M0.44%4,056,205CommonNONE
46434V860TFLOISHARES TR$295.9M0.44%5,830,150CommonSOLE
464288885EFGISHARES TR$284.7M0.42%3,297,210CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$280.3M0.41%1,803,705CommonSOLE
46137V308PKWINVESCO EXCHANGE TRADED FD T$276.7M0.41%3,074,753CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$274.6M0.41%7,001,983CommonSOLE
02079K107GOOGALPHABET INC$269.7M0.40%2,045,268CommonSOLE
464288588MBBISHARES TR$265.0M0.39%2,982,948CommonSOLE
921909768VXUSVANGUARD STAR FDS$264.6M0.39%4,943,493CommonSOLE
464287507IJHISHARES TR$262.6M0.39%1,052,899CommonSOLE
464287804IJRISHARES TR$257.7M0.38%2,730,516CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$257.2M0.38%1,773,112CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$248.0M0.37%491,529CommonSOLE
92826C839VVISA INC$244.1M0.36%1,060,976CommonSOLE
97717Y527USFRWISDOMTREE TR$239.8M0.35%4,764,602CommonSOLE
30303M102METAMETA PLATFORMS INC$239.4M0.35%797,537CommonSOLE
464287457SHYISHARES TR$238.1M0.35%2,940,470CommonSOLE
742718109PGPROCTER AND GAMBLE CO$235.4M0.35%1,613,129CommonSOLE
166764100CVXCHEVRON CORP NEW$233.6M0.35%1,384,826CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$230.3M0.34%1,625,379CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$227.2M0.34%1,386,394CommonSOLE
922908611VBRVANGUARD INDEX FDS$212.2M0.31%1,330,090CommonSOLE
464287150ITOTISHARES TR$209.4M0.31%2,222,738CommonSOLE
78464A508SPYVSPDR SER TR$209.2M0.31%5,070,099CommonSOLE
478160104JNJJOHNSON & JOHNSON$209.1M0.31%1,341,673CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$208.6M0.31%3,510,925CommonSOLE
46434V621DGROISHARES TR$208.2M0.31%4,197,876CommonSOLE
78463V107GLDSPDR GOLD TR$206.6M0.31%1,205,121CommonSOLE
464287655IWMISHARES TR$203.9M0.30%1,153,219CommonSOLE
921910816MGKVANGUARD WORLD FD$203.0M0.30%894,837CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$202.3M0.30%4,401,553CommonSOLE
437076102HDHOME DEPOT INC$194.9M0.29%644,570CommonSOLE
922908751VBVANGUARD INDEX FDS$194.2M0.29%1,026,728CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$193.5M0.29%342,322CommonSOLE
532457108LLYELI LILLY & CO$192.7M0.28%358,565CommonSOLE
464287242LQDISHARES TR$190.5M0.28%1,866,896CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$190.5M0.28%3,795,392CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$189.8M0.28%2,099,150CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$187.7M0.28%2,594,507CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$184.2M0.27%5,938,384CommonSOLE
464288414MUBISHARES TR$184.0M0.27%1,794,195CommonSOLE
464287176TIPISHARES TR$183.2M0.27%1,765,460CommonSOLE
58933Y105MRKMERCK & CO INC$180.7M0.27%1,754,278CommonSOLE
00287Y109ABBVABBVIE INC$180.3M0.27%1,208,535CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$179.5M0.27%2,437,606CommonSOLE
922908629VOVANGUARD INDEX FDS$177.0M0.26%849,809CommonSOLE
713448108PEPPEPSICO INC$174.5M0.26%1,029,080CommonSOLE
464287622IWBISHARES TR$173.0M0.26%735,741CommonSOLE
46435G425ESGUISHARES TR$172.5M0.25%1,835,691CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$171.6M0.25%4,588,932CommonSOLE
46090A804GTOINVESCO ACTIVELY MANAGED ETF$170.1M0.25%3,812,947CommonSOLE
464287408IVEISHARES TR$159.9M0.24%1,038,409CommonSOLE
17275R102CSCOCISCO SYS INC$156.0M0.23%2,900,696CommonSOLE
931142103WMTWALMART INC$155.2M0.23%970,185CommonSOLE
922908652VXFVANGUARD INDEX FDS$154.4M0.23%1,076,688CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$152.2M0.22%384,305CommonSOLE
464287721IYWISHARES TR$152.1M0.22%1,449,590CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$151.2M0.22%1,463,131CommonSOLE
11135F101AVGOBROADCOM INC$150.5M0.22%181,040CommonSOLE
580135101MCDMCDONALDS CORP$149.8M0.22%568,217CommonSOLE
72201R775BONDPIMCO ETF TR$147.3M0.22%1,676,670CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$146.8M0.22%4,528,349CommonSOLE
92204A702VGTVANGUARD WORLD FDS$141.5M0.21%340,927CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$137.9M0.20%1,070,884CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$136.0M0.20%3,124,405CommonSOLE
00724F101ADBEADOBE INC$134.4M0.20%263,541CommonSOLE
78468R622JNKSPDR SER TR$133.1M0.20%1,471,580CommonNONE
464287481IWPISHARES TR$132.8M0.20%1,454,167CommonSOLE
92189F643MOATVANECK ETF TRUST$132.2M0.20%1,743,498CommonNONE
464287598IWDISHARES TR$131.4M0.19%865,249CommonSOLE
464288679SHVISHARES TR$128.4M0.19%1,162,266CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$127.2M0.19%379,822CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$126.8M0.19%2,896,298CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$124.7M0.18%304,280CommonSOLE
922908553VNQVANGUARD INDEX FDS$123.5M0.18%1,632,082CommonSOLE
191216100KOCOCA COLA CO$122.7M0.18%2,191,987CommonSOLE
717081103PFEPFIZER INC$122.3M0.18%3,686,676CommonSOLE
921910840MGVVANGUARD WORLD FD$118.9M0.18%1,172,988CommonSOLE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$117.4M0.17%2,561,532CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$116.1M0.17%3,005,588CommonSOLE
922908512VOEVANGUARD INDEX FDS$113.2M0.17%863,835CommonSOLE
149123101CATCATERPILLAR INC$112.1M0.17%410,487CommonSOLE
855244109SBUXSTARBUCKS CORP$112.1M0.17%1,227,548CommonSOLE
92204A504VHTVANGUARD WORLD FDS$110.8M0.16%471,319CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$110.7M0.16%2,632,369CommonSOLE
922908538VOTVANGUARD INDEX FDS$109.6M0.16%562,616CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$109.6M0.16%2,277,460CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$108.4M0.16%352,811CommonSOLE
78468R101SPTSSPDR SER TR$107.8M0.16%3,754,179CommonNONE
78464A763SDYSPDR SER TR$106.7M0.16%927,831CommonSOLE
031162100AMGNAMGEN INC$106.6M0.16%396,180CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$105.9M0.16%1,578,698CommonSOLE
46429B267GOVTISHARES TR$105.7M0.16%4,794,087CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$104.9M0.16%3,162,775CommonSOLE
78464A649SPABSPDR SER TR$104.5M0.15%4,295,161CommonSOLE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$104.1M0.15%4,250,831CommonSOLE
464287168DVYISHARES TR$101.7M0.15%944,938CommonSOLE
69374H105PTLCPACER FDS TR$101.3M0.15%2,535,134CommonSOLE
718172109PMPHILIP MORRIS INTL INC$100.4M0.15%1,083,372CommonSOLE
922908595VBKVANGUARD INDEX FDS$98.8M0.15%461,176CommonSOLE
72201R833MINTPIMCO ETF TR$97.6M0.14%974,672CommonNONE
46436E718SGOVISHARES TR$97.5M0.14%968,632CommonNONE
20030N101CMCSACOMCAST CORP NEW$96.8M0.14%2,182,235CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$94.7M0.14%1,893,104CommonNONE
74348A467NOBLPROSHARES TR$94.3M0.14%1,064,767CommonSOLE
78464A805SPTMSPDR SER TR$93.3M0.14%1,777,707CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$91.1M0.13%1,211,763CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$89.9M0.13%3,395,649CommonSOLE
922908637VVVANGUARD INDEX FDS$86.2M0.13%440,584CommonSOLE
92204A207VDCVANGUARD WORLD FDS$86.0M0.13%470,846CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$85.6M0.13%2,548,772CommonSOLE
00206R102TAT&T INC$85.6M0.13%5,696,410CommonSOLE
254687106DISDISNEY WALT CO$85.1M0.13%1,049,880CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$84.7M0.13%603,185CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$84.5M0.12%1,800,760CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$83.8M0.12%3,199,156CommonSOLE
060505104BACBANK AMERICA CORP$83.1M0.12%3,034,021CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$83.0M0.12%939,504CommonSOLE
907818108UNPUNION PAC CORP$82.2M0.12%403,337CommonSOLE
458140100INTCINTEL CORP$82.0M0.12%2,307,380CommonSOLE
464289438IWYISHARES TR$81.0M0.12%526,289CommonSOLE
78464A359CWBSPDR SER TR$80.5M0.12%1,187,502CommonSOLE
79466L302CRMSALESFORCE INC$80.2M0.12%395,373CommonSOLE
097023105BABOEING CO$80.1M0.12%417,978CommonSOLE
02209S103MOALTRIA GROUP INC$79.5M0.12%1,890,702CommonSOLE
002824100ABTABBOTT LABS$79.2M0.12%817,444CommonSOLE
336917109FDLFIRST TR MORNINGSTAR DIVID L$78.0M0.12%2,330,913CommonNONE
64110L106NFLXNETFLIX INC$77.3M0.11%204,760CommonSOLE
438516106HONHONEYWELL INTL INC$76.7M0.11%414,551CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$75.4M0.11%733,699CommonSOLE
92204A306VDEVANGUARD WORLD FDS$75.4M0.11%594,757CommonSOLE
G5960L103MDTMEDTRONIC PLC$75.1M0.11%957,629CommonSOLE
464285204IAUISHARES GOLD TR$75.1M0.11%2,145,883CommonSOLE
78468R523BILSSPDR SER TR$74.3M0.11%747,057CommonNONE
922020805VTIPVANGUARD MALVERN FDS$73.8M0.11%1,560,997CommonNONE
65339F101NEENEXTERA ENERGY INC$73.8M0.11%1,287,642CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$73.5M0.11%456,694CommonSOLE
747525103QCOMQUALCOMM INC$73.1M0.11%658,009CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$72.7M0.11%1,056,633CommonSOLE
94106L109WMWASTE MGMT INC DEL$72.0M0.11%472,175CommonSOLE
46429B655FLOTISHARES TR$71.8M0.11%1,410,703CommonNONE
464287499IWRISHARES TR$70.9M0.10%1,023,751CommonSOLE
33738R605FVFIRST TR EXCHANGE-TRADED FD$70.9M0.10%1,601,613CommonSOLE
842587107SOSOUTHERN CO$69.5M0.10%1,073,861CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$68.6M0.10%439,925CommonSOLE
46432F834IXUSISHARES TR$68.5M0.10%1,142,452CommonSOLE
09260D107BXBLACKSTONE INC$68.4M0.10%638,065CommonSOLE
654106103NKENIKE INC$67.3M0.10%703,800CommonSOLE
548661107LOWLOWES COS INC$67.3M0.10%323,577CommonSOLE
09247X101BLKCHFBLACKROCK INC$67.0M0.10%103,457CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$66.8M0.10%1,287,972CommonSOLE
G54950103LINLINDE PLC$66.2M0.10%177,775CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$66.0M0.10%130,266CommonSOLE
464287465EFAISHARES TR$65.6M0.10%951,952CommonSOLE
235851102DHRDANAHER CORPORATION$65.4M0.10%263,707CommonSOLE
78464A664SPTLSPDR SER TR$65.4M0.10%2,499,960CommonSOLE
244199105DEDEERE & CO$65.1M0.10%172,389CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$65.0M0.10%1,568,620CommonSOLE
464288281EMBISHARES TR$64.8M0.10%784,328CommonSOLE
92204A405VFHVANGUARD WORLD FDS$64.3M0.09%800,001CommonSOLE
126650100CVSCVS HEALTH CORP$64.0M0.09%916,323CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$63.4M0.09%1,077,620CommonSOLE
464287523SOXXISHARES TR$63.3M0.09%133,457CommonSOLE
20825C104COPCONOCOPHILLIPS$63.1M0.09%526,791CommonSOLE
33740U786XDECFIRST TR EXCHNG TRADED FD VI$62.7M0.09%1,906,819CommonSOLE
75513E101RTXRTX CORPORATION$62.7M0.09%870,309CommonSOLE
74340W103PLDPROLOGIS INC.$62.5M0.09%556,445CommonSOLE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$61.9M0.09%678,589CommonNONE
375558103GILDGILEAD SCIENCES INC$61.2M0.09%816,234CommonSOLE
46435U713IFRAISHARES TR$60.7M0.09%1,659,068CommonSOLE
92204A108VCRVANGUARD WORLD FDS$60.0M0.09%222,622CommonSOLE
46138J841BSCOINVESCO EXCH TRD SLF IDX FD$59.3M0.09%2,868,984CommonNONE
670100205NVONOVO-NORDISK A S$58.7M0.09%644,875CommonSOLE
704326107PAYXPAYCHEX INC$58.2M0.09%504,954CommonSOLE
68389X105ORCLORACLE CORP$58.1M0.09%548,732CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$58.0M0.09%571,924CommonSOLE
464288661IEIISHARES TR$57.8M0.09%510,578CommonSOLE
46434V878ICSHISHARES TR$57.2M0.08%1,135,884CommonSOLE
461202103INTUINTUIT$57.0M0.08%111,559CommonSOLE
92204A603VISVANGUARD WORLD FDS$56.8M0.08%291,478CommonSOLE
69344A107PULSPGIM ETF TR$56.4M0.08%1,140,574CommonSOLE
45782C813PJULINNOVATOR ETFS TR$56.3M0.08%1,670,835CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$56.2M0.08%1,189,326CommonSOLE
464288687PFFISHARES TR$56.1M0.08%1,860,869CommonNONE
718546104PSXPHILLIPS 66$55.4M0.08%460,294CommonSOLE
464288612GVIISHARES TR$55.2M0.08%545,100CommonSOLE
69374H857CALFPACER FDS TR$54.6M0.08%1,311,890CommonSOLE
92204A801VAWVANGUARD WORLD FDS$54.5M0.08%315,773CommonSOLE
00214Q104ARKKARK ETF TR$53.9M0.08%1,359,012CommonSOLE
949746101WMT2WELLS FARGO CO NEW$53.5M0.08%1,308,216CommonSOLE
025816109AXPAMERICAN EXPRESS CO$53.0M0.08%355,320CommonSOLE
69374H568PSFFPACER FDS TR$53.0M0.08%2,191,997CommonSOLE
98149E303GLDMWORLD GOLD TR$53.0M0.08%1,445,027CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$52.8M0.08%805,112CommonSOLE
46429B663HDVISHARES TR$52.7M0.08%532,528CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$52.6M0.08%2,147,349CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$52.6M0.08%2,505,260CommonSOLE
97717Y790NTSXWISDOMTREE TR$52.4M0.08%1,498,568CommonNONE
882508104TXNTEXAS INSTRS INC$52.2M0.08%328,030CommonSOLE
92204A876VPUVANGUARD WORLD FDS$52.0M0.08%407,551CommonSOLE
464287671IUSGISHARES TR$51.4M0.08%541,651CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$51.3M0.08%890,315CommonNONE
46434V407SHYGISHARES TR$51.1M0.08%1,246,220CommonNONE
038222105AMATAPPLIED MATLS INC$50.6M0.07%365,044CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$50.5M0.07%857,050CommonSOLE
78464A474SPSBSPDR SER TR$50.4M0.07%1,717,664CommonNONE
46432F396MTUMISHARES TR$50.0M0.07%358,096CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$49.8M0.07%1,764,224CommonSOLE
69374H709GCOWPACER FDS TR$49.7M0.07%1,526,942CommonSOLE
302635206FSKFS KKR CAP CORP$49.6M0.07%2,521,111CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$49.5M0.07%211,104CommonSOLE
78464A847SPMDSPDR SER TR$49.4M0.07%1,128,176CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$49.0M0.07%3,070,338CommonSOLE
92204A884VOXVANGUARD WORLD FDS$48.7M0.07%463,082CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$48.5M0.07%1,524,794CommonSOLE
78468R853SPSMSPDR SER TR$48.5M0.07%1,314,125CommonSOLE
464287440IEFISHARES TR$48.1M0.07%525,000CommonSOLE
609207105MDLZMONDELEZ INTL INC$48.0M0.07%691,795CommonSOLE
81762P102NOWSERVICENOW INC$48.0M0.07%85,923CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$47.9M0.07%199,008CommonSOLE
97717X669DGRWWISDOMTREE TR$47.8M0.07%752,757CommonSOLE
464288158SUBISHARES TR$47.8M0.07%464,212CommonSOLE
46434V696IPACISHARES TR$47.1M0.07%847,250CommonSOLE
464288760ITAISHARES TR$46.8M0.07%441,784CommonSOLE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$46.8M0.07%2,174,943CommonSOLE
756109104OREALTY INCOME CORP$46.4M0.07%928,393CommonSOLE
N07059210ASMLASML HOLDING N V$46.3M0.07%78,691CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$46.3M0.07%2,020,134CommonSOLE
45782C680PAUGINNOVATOR ETFS TR$46.0M0.07%1,481,418CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$45.8M0.07%200,940CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$45.8M0.07%156,599CommonNONE
001055102AFLAFLAC INC$45.2M0.07%588,818CommonSOLE
723787107PXDEURPIONEER NAT RES CO$45.2M0.07%196,543CommonSOLE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$45.2M0.07%434,313CommonSOLE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$45.2M0.07%2,124,855CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$45.1M0.07%192,396CommonSOLE
98978V103ZTSZOETIS INC$45.0M0.07%258,258CommonSOLE
29273V100ETENERGY TRANSFER L P$44.9M0.07%3,202,488CommonSOLE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$44.8M0.07%1,867,947CommonNONE
26875P101EOGEOG RES INC$44.8M0.07%353,105CommonSOLE
075887109BDXBECTON DICKINSON & CO$44.4M0.07%171,540CommonSOLE
902973304USBUS BANCORP DEL$44.3M0.07%1,338,578CommonSOLE
345370860FFORD MTR CO DEL$44.1M0.07%3,551,409CommonSOLE
00162Q452AMLPALPS ETF TR$43.8M0.06%1,037,992CommonNONE
824348106SHWSHERWIN WILLIAMS CO$43.8M0.06%171,506CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$43.3M0.06%1,580,341CommonSOLE
872540109TJXTJX COS INC NEW$43.1M0.06%484,949CommonSOLE
78409V104SPGIS&P GLOBAL INC$43.0M0.06%117,695CommonSOLE
78464A672SPTISPDR SER TR$43.0M0.06%1,561,701CommonNONE
369604301GEGENERAL ELECTRIC CO$42.9M0.06%387,894CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$42.8M0.06%492,653CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$42.8M0.06%489,106CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$42.5M0.06%1,510,838CommonNONE
46434V456IQLTISHARES TR$42.1M0.06%1,252,060CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$42.0M0.06%917,276CommonSOLE
464287663IUSVISHARES TR$41.9M0.06%561,234CommonNONE
833034101SNASNAP ON INC$41.8M0.06%163,500CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$41.7M0.06%717,427CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$41.4M0.06%900,184CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$41.3M0.06%179,294CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$41.3M0.06%258,456CommonSOLE
H1467J104CBCHUBB LIMITED$41.1M0.06%197,437CommonSOLE
37954Y483QYLDGLOBAL X FDS$41.0M0.06%2,445,044CommonSOLE
04010L103ARCCARES CAPITAL CORP$40.9M0.06%2,102,288CommonSOLE
56585A102MPCMARATHON PETE CORP$40.9M0.06%269,906CommonSOLE
863667101SYKSTRYKER CORPORATION$40.5M0.06%147,998CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$40.4M0.06%116,174CommonSOLE
46428Q109SLVISHARES SILVER TR$40.2M0.06%1,976,752CommonSOLE
78468R408SJNKSPDR SER TR$40.0M0.06%1,633,612CommonNONE
46435G524IGROISHARES TR$39.8M0.06%669,941CommonNONE
G29183103ETNEATON CORP PLC$39.7M0.06%186,028CommonSOLE
03076C106AMPAMERIPRISE FINL INC$39.3M0.06%118,964CommonSOLE
29250N105ENBENBRIDGE INC$39.2M0.06%1,181,787CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$39.1M0.06%88,787CommonSOLE
369550108GDGENERAL DYNAMICS CORP$38.9M0.06%175,880CommonSOLE
464287473IWSISHARES TR$38.9M0.06%372,637CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$38.9M0.06%85,094CommonSOLE
291011104EMREMERSON ELEC CO$38.7M0.06%400,504CommonSOLE
46641Q241BBAGJ P MORGAN EXCHANGE TRADED F$38.6M0.06%872,448CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$38.5M0.06%1,133,754CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$38.3M0.06%503,863CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$38.3M0.06%12,414CommonSOLE
25434V880DFAXDIMENSIONAL ETF TRUST$38.1M0.06%1,693,540CommonSOLE
91913Y100VLOVALERO ENERGY CORP$37.9M0.06%267,395CommonNONE
88579Y101MMM3M CO$37.9M0.06%404,393CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$37.6M0.06%670,894CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$37.4M0.06%823,189CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$37.3M0.06%115,079CommonSOLE
464287648IWOISHARES TR$37.0M0.05%165,119CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$36.9M0.05%149,422CommonSOLE
464287101OEFISHARES TR$36.9M0.05%184,087CommonNONE
670346105NUENUCOR CORP$36.9M0.05%235,858CommonSOLE
31428X106FDXFEDEX CORP$36.8M0.05%138,956CommonSOLE
464288570DSIISHARES TR$36.7M0.05%450,238CommonNONE
494368103KMBKIMBERLY-CLARK CORP$36.7M0.05%303,110CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$36.5M0.05%221,555CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$36.4M0.05%342,023CommonSOLE
464287762IYHISHARES TR$36.3M0.05%134,530CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$36.1M0.05%68CommonNONE
370334104GISGENERAL MLS INC$36.0M0.05%563,098CommonSOLE
009158106APDAIR PRODS & CHEMS INC$35.9M0.05%126,627CommonSOLE
316092782FVALFIDELITY COVINGTON TRUST$35.9M0.05%749,274CommonNONE
701094104PHPARKER-HANNIFIN CORP$35.6M0.05%91,431CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$35.5M0.05%911,042CommonNONE
46435U853USHYISHARES TR$35.4M0.05%1,019,535CommonNONE
464287689IWVISHARES TR$35.4M0.05%144,272CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$35.3M0.05%970,567CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$35.3M0.05%740,889CommonSOLE
464288646IGSBISHARES TR$35.1M0.05%704,360CommonSOLE
464288810IHIISHARES TR$35.0M0.05%721,828CommonSOLE
969457100WMBWILLIAMS COS INC$34.9M0.05%1,036,642CommonSOLE
482480100KLACKLA CORP$34.9M0.05%75,989CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$34.7M0.05%411,716CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$34.7M0.05%207,161CommonSOLE
69374H303PTNQPACER FDS TR$34.5M0.05%562,128CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$34.5M0.05%55,016CommonSOLE
464288653TLHISHARES TR$34.4M0.05%349,012CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$34.2M0.05%454,608CommonSOLE
33739N108FMBFIRST TR EXCH TRADED FD III$34.2M0.05%699,350CommonSOLE
46429B689EFAVISHARES TR$34.2M0.05%523,907CommonSOLE
33740F557QJUNFIRST TR EXCHNG TRADED FD VI$34.1M0.05%1,558,325CommonSOLE
055622104BPBP PLC$34.1M0.05%879,876CommonSOLE
88339J105TTDTHE TRADE DESK INC$34.0M0.05%435,289CommonSOLE
032108409DIVOAMPLIFY ETF TR$34.0M0.05%978,055CommonSOLE
00888H208APRWAIM ETF PRODUCTS TRUST$33.8M0.05%1,209,234CommonSOLE
464287515IGVISHARES TR$33.5M0.05%98,245CommonSOLE
58155Q103MCKMCKESSON CORP$33.2M0.05%76,230CommonSOLE
036752103ELVELEVANCE HEALTH INC$33.1M0.05%76,044CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$33.1M0.05%380,556CommonNONE
33740F698DJULFIRST TR EXCHNG TRADED FD VI$33.0M0.05%972,679CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$33.0M0.05%787,720CommonNONE
464288752ITBISHARES TR$33.0M0.05%419,862CommonSOLE
595112103MUMICRON TECHNOLOGY INC$32.9M0.05%483,728CommonSOLE
87283Q867TCAFT ROWE PRICE ETF INC$32.5M0.05%1,310,313CommonNONE
82509L107SHOPSHOPIFY INC$32.5M0.05%594,787CommonSOLE
872590104TMUST-MOBILE US INC$32.4M0.05%231,576CommonSOLE
040413106ANETEURARISTA NETWORKS INC$32.4M0.05%175,992CommonSOLE
78464A375SPIBSPDR SER TR$32.4M0.05%1,028,981CommonNONE
617446448MSMORGAN STANLEY$32.3M0.05%395,065CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$32.1M0.05%636,069CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$31.9M0.05%1,271,853CommonSOLE
46434V738IEURISHARES TR$31.9M0.05%642,482CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$31.9M0.05%408,033CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$31.8M0.05%1,464,525CommonSOLE
46431W507NEARISHARES U S ETF TR$31.8M0.05%638,147CommonSOLE
92189F676SMHVANECK ETF TRUST$31.7M0.05%218,488CommonSOLE
921932703VOOVVANGUARD ADMIRAL FDS INC$31.7M0.05%212,649CommonNONE
37954Y673PAVEGLOBAL X FDS$31.6M0.05%1,040,383CommonSOLE
46436E866ISHARES TR$31.5M0.05%1,363,677CommonSOLE
46435G672IAGGISHARES TR$31.2M0.05%639,147CommonNONE
92189F437ANGLVANECK ETF TRUST$31.1M0.05%1,149,553CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$31.1M0.05%155,506CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$31.1M0.05%1,941,923CommonSOLE
72201R783HYSPIMCO ETF TR$30.9M0.05%342,200CommonNONE
33740U661GJULFIRST TR EXCHNG TRADED FD VI$30.9M0.05%1,031,784CommonNONE
46434VBG4IBDPISHARES TR$30.8M0.05%1,244,800CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$30.8M0.05%548,185CommonSOLE
47103U886VNLAJANUS DETROIT STR TR$30.7M0.05%639,693CommonSOLE
21924B302CLMCORNERSTONE STRATEGIC VALUE$30.6M0.05%3,795,292CommonNONE
032654105ADIANALOG DEVICES INC$30.5M0.05%174,284CommonSOLE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$30.5M0.05%470,611CommonNONE
871829107SYYSYSCO CORP$30.3M0.04%457,812CommonSOLE
87612E106TGTTARGET CORP$30.2M0.04%272,761CommonSOLE
464288620USIGISHARES TR$30.1M0.04%625,473CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$30.0M0.04%2,736,346CommonSOLE
69374H717ALTLPACER FDS TR$30.0M0.04%869,624CommonSOLE
464287606IJKISHARES TR$29.9M0.04%413,664CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$29.8M0.04%772,947CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$29.7M0.04%156,112CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$29.5M0.04%586,656CommonSOLE
172967424CCITIGROUP INC$29.5M0.04%717,465CommonSOLE
97717X578XSOEWISDOMTREE TR$29.5M0.04%1,105,182CommonNONE
125523100CITHE CIGNA GROUP$29.3M0.04%102,469CommonSOLE
00110G408BTALAGF INVTS TR$29.3M0.04%1,474,143CommonNONE
464287234EEMISHARES TR$29.2M0.04%769,204CommonSOLE
45783Y855BALTINNOVATOR ETFS TR$29.1M0.04%1,048,238CommonNONE
21036P108STZCONSTELLATION BRANDS INC$29.0M0.04%115,397CommonSOLE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$28.7M0.04%708,653CommonSOLE
260557103DOWDOW INC$28.7M0.04%555,945CommonSOLE
464287812IYKISHARES TR$28.6M0.04%153,313CommonNONE
816851109SRESEMPRA$28.6M0.04%419,796CommonSOLE
233051200DBEFDBX ETF TR$28.5M0.04%815,296CommonNONE
126408103CSXCSX CORP$28.4M0.04%924,519CommonSOLE
464287705IJJISHARES TR$28.4M0.04%280,720CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$28.3M0.04%757,029CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$28.3M0.04%514,980CommonSOLE
464288638IGIBISHARES TR$28.1M0.04%576,806CommonSOLE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$28.0M0.04%514,057CommonNONE
46090A879VRIGINVESCO ACTIVELY MANAGED ETF$27.9M0.04%1,119,941CommonNONE
46429B747STIPISHARES TR$27.8M0.04%286,925CommonSOLE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$27.8M0.04%1,319,708CommonSOLE
744320102PRUPRUDENTIAL FINL INC$27.8M0.04%292,543CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$27.8M0.04%817,957CommonNONE
78464A755XMESPDR SER TR$27.7M0.04%528,485CommonSOLE
209115104EDCONSOLIDATED EDISON INC$27.6M0.04%323,083CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$27.4M0.04%401,007CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$27.4M0.04%469,036CommonSOLE
904767704UNILEVER PLC$27.4M0.04%554,807CommonSOLE
760759100RSGREPUBLIC SVCS INC$27.4M0.04%192,256CommonNONE
23331A109DHID R HORTON INC$27.2M0.04%253,180CommonSOLE
78468R200FLRNSPDR SER TR$27.2M0.04%885,541CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$27.2M0.04%799,139CommonSOLE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$27.1M0.04%990,782CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$27.1M0.04%490,426CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$27.0M0.04%55,796CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$26.9M0.04%1,625,251CommonSOLE
189054109CLXCLOROX CO DEL$26.9M0.04%204,970CommonSOLE
22822V101CCICROWN CASTLE INC$26.8M0.04%290,743CommonSOLE
038923108ABRARBOR REALTY TRUST INC$26.8M0.04%1,764,559CommonSOLE
46436E882ISHARES TR$26.7M0.04%1,075,617CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$26.6M0.04%534,096CommonNONE
46435U549EAGGISHARES TR$26.6M0.04%586,099CommonSOLE
33740U844XJUNFIRST TR EXCHNG TRADED FD VI$26.5M0.04%801,100CommonSOLE
09290C509LCTUBLACKROCK ETF TRUST$26.5M0.04%563,139CommonSOLE
72201R866MUNIPIMCO ETF TR$26.5M0.04%529,555CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$26.5M0.04%284,052CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$26.4M0.04%3,489,228CommonNONE
26923G822PFFAETFIS SER TR I$26.0M0.04%1,344,911CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$25.5M0.04%293,775CommonSOLE
464287879IJSISHARES TR$25.5M0.04%285,351CommonSOLE
464287556IBBISHARES TR$25.4M0.04%207,936CommonSOLE
66987V109NVSNOVARTIS AG$25.2M0.04%247,469CommonSOLE
59156R108METMETLIFE INC$25.1M0.04%399,068CommonSOLE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$25.1M0.04%687,921CommonSOLE
053332102AZOAUTOZONE INC$25.1M0.04%9,883CommonSOLE
440452100HRLHORMEL FOODS CORP$25.0M0.04%658,058CommonNONE
780259305SHELSHELL PLC$25.0M0.04%387,477CommonSOLE
78464A821MDYGSPDR SER TR$24.8M0.04%359,320CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$24.7M0.04%1,653,375CommonSOLE
172908105CTASCINTAS CORP$24.5M0.04%50,827CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$24.4M0.04%1,705,358CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$24.4M0.04%198,045CommonSOLE
682680103OKEONEOK INC NEW$24.3M0.04%382,212CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$24.2M0.04%349,942CommonSOLE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$24.2M0.04%682,868CommonNONE
97717W505DONWISDOMTREE TR$24.1M0.04%589,249CommonSOLE
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$24.0M0.04%311,998CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$24.0M0.04%419,840CommonSOLE
45782C334NAPRINNOVATOR ETFS TR$24.0M0.04%573,336CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$24.0M0.04%1,386,143CommonNONE
018802108LNTALLIANT ENERGY CORP$23.9M0.04%492,674CommonNONE
194162103CLCOLGATE PALMOLIVE CO$23.8M0.04%333,943CommonSOLE
806857108SLBSCHLUMBERGER LTD$23.7M0.04%406,587CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$23.7M0.04%273,167CommonSOLE
46138J866INVESCO EXCH TRD SLF IDX FD$23.5M0.03%1,105,339CommonNONE
464287630IWNISHARES TR$23.4M0.03%172,714CommonSOLE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$23.4M0.03%494,659CommonNONE
00039J103YEARAB ACTIVE ETFS INC$23.4M0.03%466,199CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$23.4M0.03%249,222CommonNONE
37954Y475XYLDGLOBAL X FDS$23.4M0.03%600,641CommonNONE
337738108FISVFISERV INC$23.4M0.03%206,776CommonSOLE
00888H406JULWAIM ETF PRODUCTS TRUST$23.2M0.03%790,285CommonNONE
25746U109DDOMINION ENERGY INC$23.2M0.03%519,660CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$23.2M0.03%114,228CommonSOLE
66538H591SECTNORTHERN LTS FD TR IV$23.2M0.03%550,630CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$23.0M0.03%321,485CommonSOLE
743315103PGRPROGRESSIVE CORP$22.9M0.03%164,466CommonSOLE
40412C101HCAHCA HEALTHCARE INC$22.8M0.03%92,566CommonSOLE
233051432HYLBDBX ETF TR$22.7M0.03%669,062CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$22.6M0.03%82,477CommonNONE
046353108AZNNASTRAZENECA PLC$22.6M0.03%333,408CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$22.5M0.03%183,153CommonSOLE

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.