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OSAIC HOLDINGS, INC.

Q1 2024 · 13F-HR

OSAIC HOLDINGS, INC.holdings as filed

Filed 2024-05-10 · accession 0001677044-24-000013

$44.77B
Reported value
7,196
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 7196

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$1.27B2.83%7,398,309CommonSOLE
46090E103QQQINVESCO QQQ TR$910.9M2.03%2,051,098CommonSOLE
594918104MSFTMICROSOFT CORP$865.7M1.93%2,056,601CommonSOLE
464287200IVVISHARES TR$830.1M1.85%1,578,281CommonSOLE
67066G104NVDANVIDIA CORPORATION$777.5M1.74%860,454CommonSOLE
023135106AMZNAMAZON COM INC$636.5M1.42%3,528,338CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$583.5M1.30%1,115,119CommonSOLE
69374H881COWZPACER FDS TR$521.2M1.16%8,969,703CommonSOLE
922908769VTIVANGUARD INDEX FDS$489.5M1.09%1,883,017CommonSOLE
922908363VOOVANGUARD INDEX FDS$473.4M1.06%984,612CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$456.8M1.02%4,926,478CommonSOLE
78464A854SPYMSPDR SER TR$444.7M0.99%7,227,596CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$424.5M0.95%1,009,573CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$364.7M0.81%6,303,087CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$347.7M0.78%4,575,921CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$338.3M0.76%4,195,780CommonSOLE
922908736VUGVANGUARD INDEX FDS$305.9M0.68%888,352CommonSOLE
922908744VTVVANGUARD INDEX FDS$288.7M0.64%1,772,376CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$261.4M0.58%1,430,951CommonSOLE
78468R663BILSPDR SER TR$260.5M0.58%2,836,885CommonSOLE
30303M102METAMETA PLATFORMS INC$249.3M0.56%513,298CommonSOLE
02079K305GOOGLALPHABET INC$235.4M0.53%1,559,292CommonSOLE
464287614IWFISHARES TR$234.1M0.52%694,324CommonSOLE
464287432TLTISHARES TR$229.9M0.51%2,429,610CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$216.1M0.48%2,974,860CommonSOLE
02079K107GOOGALPHABET INC$214.3M0.48%1,407,079CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$207.9M0.46%998,266CommonSOLE
30231G102XOMEXXON MOBIL CORP$204.4M0.46%1,758,204CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$201.7M0.45%1,006,411CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$195.0M0.44%3,885,930CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$190.4M0.43%259,744CommonSOLE
464287150ITOTISHARES TR$181.2M0.40%1,571,315CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$176.9M0.40%3,155,068CommonSOLE
922908751VBVANGUARD INDEX FDS$176.1M0.39%770,191CommonSOLE
532457108LLYELI LILLY & CO$172.6M0.39%221,825CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$172.3M0.38%1,018,668CommonSOLE
78464A409SPYGSPDR SER TR$170.8M0.38%2,335,456CommonSOLE
464287804IJRISHARES TR$169.4M0.38%1,532,795CommonSOLE
92826C839VVISA INC$168.5M0.38%603,466CommonSOLE
922908629VOVANGUARD INDEX FDS$162.5M0.36%650,216CommonNONE
46432F339QUALISHARES TR$161.5M0.36%982,407CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$157.8M0.35%4,402,646CommonSOLE
464287507IJHISHARES TR$157.6M0.35%2,594,480CommonSOLE
92189F643MOATVANECK ETF TRUST$156.4M0.35%1,739,857CommonSOLE
46090A804GTOINVESCO ACTIVELY MANAGED ETF$152.5M0.34%3,257,496CommonSOLE
78463V107GLDSPDR GOLD TR$152.4M0.34%740,351CommonSOLE
88160R101TSLATESLA INC$151.2M0.34%860,195CommonSOLE
11135F101AVGOBROADCOM INC$148.9M0.33%112,281CommonSOLE
464287309IVWISHARES TR$148.8M0.33%1,761,712CommonSOLE
78464A508SPYVSPDR SER TR$148.1M0.33%2,955,708CommonSOLE
742718109PGPROCTER AND GAMBLE CO$146.2M0.33%900,860CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$145.5M0.32%293,817CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$144.0M0.32%1,681,241CommonSOLE
922908611VBRVANGUARD INDEX FDS$138.9M0.31%723,260CommonSOLE
437076102HDHOME DEPOT INC$137.9M0.31%359,437CommonSOLE
464287655IWMISHARES TR$136.0M0.30%646,747CommonSOLE
464287457SHYISHARES TR$134.5M0.30%1,645,166CommonSOLE
46434V621DGROISHARES TR$132.2M0.30%2,277,160CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$132.2M0.30%2,217,151CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$129.6M0.29%2,389,490CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$128.8M0.29%2,841,164CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$127.1M0.28%2,518,586CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$126.7M0.28%857,440CommonSOLE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$125.6M0.28%4,492,308CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$125.4M0.28%686,986CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$123.1M0.27%309,346CommonSOLE
464287226AGGISHARES TR$122.9M0.27%1,254,506CommonNONE
66538H591SECTNORTHERN LTS FD TR IV$121.5M0.27%2,410,791CommonNONE
69374H857CALFPACER FDS TR$121.3M0.27%2,473,578CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$121.3M0.27%1,002,008CommonSOLE
46434G103IEMGISHARES INC$121.0M0.27%2,344,117CommonSOLE
58933Y105MRKMERCK & CO INC$120.1M0.27%910,200CommonSOLE
46432F842IEFAISHARES TR$118.4M0.26%1,594,472CommonSOLE
166764100CVXCHEVRON CORP NEW$117.4M0.26%744,051CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$116.2M0.26%3,575,426CommonSOLE
00287Y109ABBVABBVIE INC$116.2M0.26%637,615CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$115.5M0.26%1,221,433CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$112.1M0.25%2,683,499CommonSOLE
92204A702VGTVANGUARD WORLD FD$111.4M0.25%212,214CommonSOLE
464288513HYGISHARES TR$111.3M0.25%1,431,248CommonNONE
921937819BIVVANGUARD BD INDEX FDS$109.7M0.25%1,455,482CommonSOLE
478160104JNJJOHNSON & JOHNSON$109.4M0.24%691,218CommonSOLE
922908538VOTVANGUARD INDEX FDS$107.8M0.24%456,974CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$106.7M0.24%2,534,200CommonSOLE
931142103WMTWALMART INC$105.4M0.24%1,751,583CommonSOLE
464287408IVEISHARES TR$105.1M0.23%562,479CommonSOLE
149123101CATCATERPILLAR INC$104.2M0.23%284,071CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$102.0M0.23%2,430,259CommonSOLE
921910816MGKVANGUARD WORLD FD$101.2M0.23%352,972CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$100.7M0.22%1,667,109CommonNONE
464289438IWYISHARES TR$99.2M0.22%508,280CommonSOLE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$98.6M0.22%1,785,501CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$98.4M0.22%545,494CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$98.1M0.22%1,939,607CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$98.0M0.22%2,321,743CommonSOLE
46429B697USMVISHARES TR$95.4M0.21%1,141,445CommonSOLE
464288679SHVISHARES TR$95.3M0.21%861,955CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$95.0M0.21%1,228,521CommonSOLE
580135101MCDMCDONALDS CORP$94.8M0.21%336,202CommonSOLE
72201R775BONDPIMCO ETF TR$94.3M0.21%1,026,412CommonSOLE
713448108PEPPEPSICO INC$92.4M0.21%527,623CommonSOLE
46434V613IUSBISHARES TR$91.1M0.20%1,998,851CommonSOLE
922908637VVVANGUARD INDEX FDS$89.5M0.20%373,237CommonSOLE
78464A649SPABSPDR SER TR$88.4M0.20%3,496,147CommonSOLE
464287481IWPISHARES TR$88.0M0.20%771,288CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$87.5M0.20%1,776,047CommonSOLE
464288414MUBISHARES TR$85.7M0.19%796,289CommonNONE
464287598IWDISHARES TR$85.6M0.19%477,625CommonSOLE
97717Y527USFRWISDOMTREE TR$83.7M0.19%1,664,114CommonSOLE
78464A805SPTMSPDR SER TR$81.9M0.18%1,276,257CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$81.9M0.18%1,067,438CommonSOLE
191216100KOCOCA COLA CO$81.0M0.18%1,324,232CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$80.8M0.18%167,697CommonSOLE
254687106DISDISNEY WALT CO$80.4M0.18%656,694CommonSOLE
74348A467NOBLPROSHARES TR$77.8M0.17%766,829CommonSOLE
78468R523BILSSPDR SER TR$77.5M0.17%779,210CommonNONE
922908553VNQVANGUARD INDEX FDS$77.5M0.17%895,576CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$76.6M0.17%1,556,192CommonSOLE
79466L302CRMSALESFORCE INC$76.1M0.17%252,786CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$74.9M0.17%392,223CommonSOLE
78467V848TOTLSSGA ACTIVE ETF TR$73.6M0.16%1,836,942CommonSOLE
921909768VXUSVANGUARD STAR FDS$73.5M0.16%1,219,419CommonSOLE
922908512VOEVANGUARD INDEX FDS$73.5M0.16%471,065CommonSOLE
64110L106NFLXNETFLIX INC$73.3M0.16%120,637CommonSOLE
46436E718SGOVISHARES TR$73.2M0.16%726,399CommonNONE
78464A763SDYSPDR SER TR$71.1M0.16%541,936CommonSOLE
33738R605FVFIRST TR EXCHANGE-TRADED FD$70.4M0.16%1,230,106CommonSOLE
17275R102CSCOCISCO SYS INC$70.2M0.16%1,405,506CommonSOLE
92204A504VHTVANGUARD WORLD FD$69.5M0.16%256,815CommonSOLE
69374H105PTLCPACER FDS TR$69.4M0.16%1,454,224CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$69.0M0.15%2,157,746CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$67.1M0.15%609,432CommonNONE
922908595VBKVANGUARD INDEX FDS$66.9M0.15%256,323CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$66.4M0.15%1,725,818CommonNONE
78468R853SPSMSPDR SER TR$66.3M0.15%1,539,901CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$65.8M0.15%522,265CommonSOLE
00206R102TAT&T INC$65.2M0.15%3,704,578CommonSOLE
464287168DVYISHARES TR$64.3M0.14%521,776CommonNONE
464287721IYWISHARES TR$64.0M0.14%473,804CommonSOLE
464287523SOXXISHARES TR$63.7M0.14%281,965CommonSOLE
72201R833MINTPIMCO ETF TR$62.7M0.14%623,275CommonNONE
78468R622JNKSPDR SER TR$61.6M0.14%647,294CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$61.6M0.14%1,769,500CommonSOLE
00724F101ADBEADOBE INC$61.2M0.14%121,327CommonSOLE
747525103QCOMQUALCOMM INC$61.1M0.14%360,763CommonSOLE
464287242LQDISHARES TR$60.9M0.14%558,554CommonNONE
060505104BACBANK AMERICA CORP$60.8M0.14%1,603,963CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$60.7M0.14%133,172CommonSOLE
464287465EFAISHARES TR$59.9M0.13%749,913CommonNONE
09260D107BXBLACKSTONE INC$58.8M0.13%447,866CommonSOLE
458140100INTCINTEL CORP$58.7M0.13%1,328,576CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$58.6M0.13%767,405CommonSOLE
031162100AMGNAMGEN INC$58.6M0.13%205,827CommonSOLE
921910840MGVVANGUARD WORLD FD$58.5M0.13%489,760CommonNONE
464285204IAUISHARES GOLD TR$58.2M0.13%1,385,307CommonSOLE
02209S103MOALTRIA GROUP INC$58.2M0.13%1,333,490CommonSOLE
33740U786XDECFIRST TR EXCHNG TRADED FD VI$58.0M0.13%1,644,965CommonSOLE
29273V100ETENERGY TRANSFER L P$57.5M0.13%3,653,456CommonSOLE
097023105BABOEING CO$57.4M0.13%297,665CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$57.2M0.13%1,984,814CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$56.4M0.13%1,112,263CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$56.3M0.13%198,070CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$55.7M0.12%173,895CommonSOLE
78464A847SPMDSPDR SER TR$55.4M0.12%1,038,920CommonNONE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$55.4M0.12%1,609,515CommonSOLE
46432F396MTUMISHARES TR$55.1M0.12%294,315CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$55.1M0.12%208,011CommonSOLE
94106L109WMWASTE MGMT INC DEL$55.1M0.12%258,268CommonSOLE
922908652VXFVANGUARD INDEX FDS$54.5M0.12%310,771CommonSOLE
46434V860TFLOISHARES TR$54.3M0.12%1,071,929CommonSOLE
75513E101RTXRTX CORPORATION$54.1M0.12%554,452CommonSOLE
717081103PFEPFIZER INC$54.0M0.12%1,944,151CommonSOLE
69344A107PULSPGIM ETF TR$53.0M0.12%1,066,929CommonNONE
68389X105ORCLORACLE CORP$52.9M0.12%421,101CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$52.7M0.12%1,163,964CommonNONE
548661107LOWLOWES COS INC$51.4M0.11%201,707CommonSOLE
00214Q104ARKKARK ETF TR$50.5M0.11%1,008,879CommonSOLE
46138G698RWLINVESCO EXCH TRADED FD TR II$49.9M0.11%532,222CommonSOLE
46432F834IXUSISHARES TR$49.4M0.11%728,535CommonSOLE
45782C615NOCTINNOVATOR ETFS TRUST$49.3M0.11%1,036,501CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$49.0M0.11%1,124,307CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$49.0M0.11%746,623CommonSOLE
20030N101CMCSACOMCAST CORP NEW$48.8M0.11%1,125,328CommonSOLE
464288661IEIISHARES TR$48.8M0.11%420,933CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$48.7M0.11%1,523,732CommonNONE
92189F676SMHVANECK ETF TRUST$48.4M0.11%215,102CommonNONE
244199105DEDEERE & CO$48.2M0.11%117,300CommonSOLE
369604301GEGENERAL ELECTRIC CO$47.3M0.11%269,552CommonSOLE
46429B267GOVTISHARES TR$47.3M0.11%2,076,736CommonSOLE
464288687PFFISHARES TR$47.0M0.10%1,457,426CommonNONE
855244109SBUXSTARBUCKS CORP$46.9M0.10%513,033CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$46.9M0.10%254,673CommonSOLE
670100205NVONOVO-NORDISK A S$46.7M0.10%363,838CommonSOLE
464287499IWRISHARES TR$46.5M0.10%552,341CommonNONE
718172109PMPHILIP MORRIS INTL INC$46.4M0.10%505,967CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$44.7M0.10%769,413CommonNONE
002824100ABTABBOTT LABS$44.4M0.10%390,429CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$44.4M0.10%325,864CommonSOLE
464287663IUSVISHARES TR$44.1M0.10%487,567CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$44.1M0.10%1,218,129CommonSOLE
464288760ITAISHARES TR$44.0M0.10%333,529CommonSOLE
464287176TIPISHARES TR$44.0M0.10%409,567CommonSOLE
87283Q867TCAFT ROWE PRICE ETF INC$43.8M0.10%1,448,605CommonNONE
65339F101NEENEXTERA ENERGY INC$43.7M0.10%683,160CommonSOLE
025816109AXPAMERICAN EXPRESS CO$43.0M0.10%188,753CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$42.8M0.10%287,770CommonSOLE
78464A664SPTLSPDR SER TR$42.8M0.10%1,531,345CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$42.4M0.09%519,772CommonSOLE
78468R101SPTSSPDR SER TR$42.1M0.09%1,457,008CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$42.0M0.09%1,077,222CommonSOLE
842587107SOSOUTHERN CO$41.7M0.09%580,852CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$41.7M0.09%632,493CommonSOLE
438516106HONHONEYWELL INTL INC$41.0M0.09%199,747CommonSOLE
464287622IWBISHARES TR$40.9M0.09%142,106CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$40.8M0.09%507,163CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$40.5M0.09%467,442CommonNONE
92204A207VDCVANGUARD WORLD FD$40.4M0.09%197,817CommonSOLE
46429B663HDVISHARES TR$40.4M0.09%366,447CommonNONE
907818108UNPUNION PAC CORP$39.8M0.09%161,660CommonSOLE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$39.7M0.09%372,272CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$39.3M0.09%406,473CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$39.3M0.09%1,116,907CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$39.1M0.09%667,132CommonSOLE
594972408MSTRMICROSTRATEGY INC$39.1M0.09%22,931CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$38.9M0.09%1,689,913CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$38.6M0.09%501,745CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$38.5M0.09%110,979CommonSOLE
00162Q452AMLPALPS ETF TR$38.2M0.09%804,961CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$38.1M0.09%475,857CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$38.1M0.09%375,638CommonSOLE
45782C508PJANINNOVATOR ETFS TRUST$38.0M0.08%970,358CommonSOLE
46435G672IAGGISHARES TR$37.5M0.08%749,840CommonNONE
126650100CVSCVS HEALTH CORP$37.2M0.08%465,756CommonSOLE
464288877EFVISHARES TR$37.1M0.08%681,406CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$37.0M0.08%961,591CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$36.9M0.08%92,492CommonSOLE
949746101WMT2WELLS FARGO CO NEW$36.7M0.08%633,800CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$36.5M0.08%783,287CommonSOLE
464287671IUSGISHARES TR$36.5M0.08%310,994CommonNONE
69374H709GCOWPACER FDS TR$36.4M0.08%1,049,503CommonSOLE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$36.3M0.08%1,475,875CommonSOLE
88579Y101MMM3M CO$36.3M0.08%342,184CommonSOLE
921932703VOOVVANGUARD ADMIRAL FDS INC$36.0M0.08%199,433CommonNONE
464288885EFGISHARES TR$36.0M0.08%346,790CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$35.8M0.08%117,349CommonSOLE
G29183103ETNEATON CORP PLC$35.8M0.08%114,539CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$35.5M0.08%85,014CommonSOLE
46435G425ESGUISHARES TR$35.3M0.08%306,855CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$35.1M0.08%34,770CommonSOLE
G5960L103MDTMEDTRONIC PLC$34.9M0.08%400,471CommonSOLE
G54950103LINLINDE PLC$34.9M0.08%75,131CommonSOLE
37954Y483QYLDGLOBAL X FDS$34.7M0.08%1,939,585CommonSOLE
87612E106TGTTARGET CORP$34.7M0.08%195,633CommonSOLE
46429B655FLOTISHARES TR$34.7M0.08%678,629CommonNONE
922020805VTIPVANGUARD MALVERN FDS$34.6M0.08%723,467CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$34.2M0.08%1,406,462CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$34.2M0.08%1,098,537CommonSOLE
038222105AMATAPPLIED MATLS INC$34.1M0.08%165,430CommonSOLE
464287515IGVISHARES TR$34.0M0.08%399,353CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$34.0M0.08%1,165,422CommonSOLE
46435G524IGROISHARES TR$33.9M0.08%503,158CommonNONE
97717Y790NTSXWISDOMTREE TR$33.9M0.08%802,584CommonNONE
78468R408SJNKSPDR SER TR$33.8M0.08%1,341,929CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$33.7M0.08%1,948,087CommonSOLE
46090A879VRIGINVESCO ACTIVELY MANAGED ETF$33.7M0.08%1,343,081CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$33.7M0.08%1,307,052CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$33.7M0.08%697,338CommonSOLE
82509L107SHOPSHOPIFY INC$33.3M0.07%431,556CommonSOLE
78464A375SPIBSPDR SER TR$33.3M0.07%1,017,602CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$33.2M0.07%774,945CommonSOLE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$33.0M0.07%714,363CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$33.0M0.07%421,566CommonSOLE
654106103NKENIKE INC$32.9M0.07%350,345CommonSOLE
337345102QTECFIRST TR NASDAQ 100 TECH IND$32.9M0.07%172,520CommonSOLE
97717X669DGRWWISDOMTREE TR$32.9M0.07%431,275CommonNONE
46434V456IQLTISHARES TR$32.5M0.07%820,473CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$32.5M0.07%58,336CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$32.2M0.07%766,542CommonSOLE
37954Y673PAVEGLOBAL X FDS$32.1M0.07%807,303CommonSOLE
302635206FSKFS KKR CAP CORP$32.0M0.07%1,678,648CommonSOLE
46138J841BSCOINVESCO EXCH TRD SLF IDX FD$31.8M0.07%1,517,684CommonSOLE
464287689IWVISHARES TR$31.6M0.07%105,354CommonNONE
92204A405VFHVANGUARD WORLD FD$31.6M0.07%308,062CommonSOLE
233051200DBEFDBX ETF TR$31.5M0.07%769,893CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$31.4M0.07%513,791CommonNONE
032108409DIVOAMPLIFY ETF TR$31.3M0.07%804,905CommonSOLE
20825C104COPCONOCOPHILLIPS$31.2M0.07%245,032CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$31.0M0.07%150,979CommonSOLE
09247X101BLKCHFBLACKROCK INC$30.9M0.07%37,080CommonSOLE
464287762IYHISHARES TR$30.7M0.07%496,591CommonNONE
06368B504FNGSBANK MONTREAL MEDIUM$30.5M0.07%703,509CommonSOLE
46435U853USHYISHARES TR$30.4M0.07%831,197CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$30.3M0.07%664,565CommonSOLE
45782C383PMARINNOVATOR ETFS TRUST$30.2M0.07%819,899CommonSOLE
31428X106FDXFEDEX CORP$30.0M0.07%103,469CommonSOLE
69374H303PTNQPACER FDS TR$30.0M0.07%436,485CommonSOLE
595112103MUMICRON TECHNOLOGY INC$29.8M0.07%252,505CommonSOLE
756109104OREALTY INCOME CORP$29.8M0.07%550,508CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$29.7M0.07%527,048CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$29.6M0.07%703,629CommonSOLE
69374H568PSFFPACER FDS TR$29.6M0.07%1,096,487CommonSOLE
81762P102NOWSERVICENOW INC$29.6M0.07%38,804CommonSOLE
464288588MBBISHARES TR$29.5M0.07%318,571CommonSOLE
464288752ITBISHARES TR$29.1M0.06%251,588CommonSOLE
78464A755XMESPDR SER TR$28.7M0.06%475,635CommonSOLE
464287473IWSISHARES TR$28.6M0.06%228,469CommonSOLE
464288257ACWIISHARES TR$28.5M0.06%258,480CommonNONE
74340W103PLDPROLOGIS INC.$28.4M0.06%217,946CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$28.4M0.06%48,776CommonSOLE
464288653TLHISHARES TR$28.3M0.06%269,844CommonSOLE
464287440IEFISHARES TR$28.2M0.06%297,725CommonSOLE
78464A821MDYGSPDR SER TR$28.0M0.06%320,933CommonSOLE
369550108GDGENERAL DYNAMICS CORP$27.9M0.06%98,758CommonSOLE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$27.4M0.06%510,856CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$27.4M0.06%78,755CommonNONE
464287648IWOISHARES TR$27.3M0.06%100,688CommonSOLE
911363109URIUNITED RENTALS INC$27.2M0.06%37,753CommonNONE
N07059210ASMLASML HOLDING N V$27.2M0.06%28,047CommonSOLE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$27.0M0.06%431,535CommonNONE
46434V407SHYGISHARES TR$27.0M0.06%633,553CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$27.0M0.06%1,943,283CommonSOLE
04010L103ARCCARES CAPITAL CORP$26.9M0.06%1,290,040CommonSOLE
45782C680PAUGINNOVATOR ETFS TRUST$26.8M0.06%756,579CommonSOLE
464288281EMBISHARES TR$26.7M0.06%297,670CommonSOLE
78464A474SPSBSPDR SER TR$26.7M0.06%896,370CommonNONE
56585A102MPCMARATHON PETE CORP$26.5M0.06%131,573CommonSOLE
852234103XYZBLOCK INC$26.1M0.06%309,061CommonSOLE
882508104TXNTEXAS INSTRS INC$25.9M0.06%148,506CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$25.8M0.06%488,150CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$25.8M0.06%612,097CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$25.7M0.06%1,145,465CommonSOLE
701094104PHPARKER-HANNIFIN CORP$25.7M0.06%46,191CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$25.5M0.06%470,942CommonSOLE
040413106ANETEURARISTA NETWORKS INC$25.5M0.06%87,849CommonSOLE
92204A306VDEVANGUARD WORLD FD$25.5M0.06%193,232CommonSOLE
78464A201SLYGSPDR SER TR$25.5M0.06%291,853CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$25.3M0.06%60,559CommonSOLE
97717X578XSOEWISDOMTREE TR$25.0M0.06%848,774CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$25.0M0.06%358,694CommonSOLE
91913Y100VLOVALERO ENERGY CORP$25.0M0.06%146,160CommonSOLE
464288646IGSBISHARES TR$24.9M0.06%485,405CommonSOLE
464287705IJJISHARES TR$24.9M0.06%210,073CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$24.4M0.05%156,270CommonSOLE
29250N105ENBENBRIDGE INC$24.4M0.05%673,129CommonSOLE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$24.3M0.05%568,710CommonSOLE
345370860FFORD MTR CO DEL$24.3M0.05%1,832,450CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$24.3M0.05%360,552CommonNONE
902973304USBUS BANCORP DEL$24.3M0.05%543,191CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$24.1M0.05%2,027,101CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$23.9M0.05%476,563CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$23.8M0.05%276,095CommonSOLE
464288810IHIISHARES TR$23.6M0.05%402,666CommonSOLE
72201Y101PDIPIMCO DYNAMIC INCOME FD$23.5M0.05%1,218,326CommonNONE
464287606IJKISHARES TR$23.5M0.05%257,331CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$23.5M0.05%87,381CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$23.4M0.05%324,035CommonSOLE
863667101SYKSTRYKER CORPORATION$23.2M0.05%64,853CommonSOLE
375558103GILDGILEAD SCIENCES INC$22.9M0.05%313,140CommonSOLE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$22.9M0.05%199,563CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$22.9M0.05%544,055CommonNONE
682680103OKEONEOK INC NEW$22.9M0.05%285,762CommonSOLE
172967424CCITIGROUP INC$22.9M0.05%362,181CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$22.8M0.05%57CommonNONE
92204A876VPUVANGUARD WORLD FD$22.8M0.05%159,546CommonSOLE
260557103DOWDOW INC$22.7M0.05%392,162CommonSOLE
78464A672SPTISPDR SER TR$22.7M0.05%804,672CommonNONE
46428Q109SLVISHARES SILVER TR$22.6M0.05%994,996CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$22.6M0.05%204,821CommonNONE
47103U886VNLAJANUS DETROIT STR TR$22.5M0.05%464,448CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$22.5M0.05%221,130CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$22.4M0.05%548,844CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$22.4M0.05%436,875CommonSOLE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$22.2M0.05%179,689CommonSOLE
92647N527UITBVICTORY PORTFOLIOS II$22.2M0.05%478,097CommonNONE
464287101OEFISHARES TR$22.1M0.05%89,157CommonNONE
464287556IBBISHARES TR$22.0M0.05%160,173CommonSOLE
92204A801VAWVANGUARD WORLD FD$21.9M0.05%107,176CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$21.7M0.05%276,570CommonNONE
132061201SYLDCAMBRIA ETF TR$21.7M0.05%298,884CommonSOLE
464287879IJSISHARES TR$21.6M0.05%209,846CommonSOLE
464288570DSIISHARES TR$21.3M0.05%211,114CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$21.3M0.05%5,862CommonSOLE
45783Y855BALTINNOVATOR ETFS TRUST$21.3M0.05%726,371CommonNONE
718546104PSXPHILLIPS 66$21.1M0.05%129,262CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$21.1M0.05%225,204CommonSOLE
46090A887GSYINVESCO ACTIVELY MANAGED ETF$21.1M0.05%422,808CommonNONE
66538H179BUYWNORTHERN LTS FD TR IV$21.0M0.05%1,539,758CommonNONE
464287291IXNISHARES TR$21.0M0.05%280,851CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$21.0M0.05%881,877CommonSOLE
316092782FVALFIDELITY COVINGTON TRUST$20.8M0.05%365,167CommonNONE
98978V103ZTSZOETIS INC$20.7M0.05%122,364CommonSOLE
461202103INTUINTUIT$20.7M0.05%31,888CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$20.6M0.05%1,125,820CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$20.6M0.05%354,324CommonSOLE
92204A108VCRVANGUARD WORLD FD$20.6M0.05%64,760CommonSOLE
88339J105TTDTHE TRADE DESK INC$20.6M0.05%235,159CommonNONE
036752103ELVELEVANCE HEALTH INC$20.5M0.05%39,610CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$20.4M0.05%1,005,071CommonNONE
464288786IAKISHARES TR$20.3M0.05%173,135CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$20.3M0.05%225,091CommonSOLE
19761L706RECSCOLUMBIA ETF TR I$20.2M0.05%650,950CommonSOLE
235851102DHRDANAHER CORPORATION$20.0M0.04%80,178CommonSOLE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$19.9M0.04%200,762CommonNONE
78464A300SLYVSPDR SER TR$19.9M0.04%239,539CommonSOLE
670346105NUENUCOR CORP$19.9M0.04%100,259CommonSOLE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$19.8M0.04%259,260CommonNONE
78464A359CWBSPDR SER TR$19.8M0.04%270,995CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$19.8M0.04%41,248CommonSOLE
78409V104SPGIS&P GLOBAL INC$19.7M0.04%46,373CommonSOLE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$19.7M0.04%573,213CommonSOLE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$19.7M0.04%618,939CommonNONE
872540109TJXTJX COS INC NEW$19.6M0.04%193,620CommonSOLE
92936U109WPCWP CAREY INC$19.6M0.04%347,237CommonSOLE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$19.6M0.04%724,763CommonSOLE
744320102PRUPRUDENTIAL FINL INC$19.5M0.04%166,088CommonSOLE
45782C540PDECINNOVATOR ETFS TRUST$19.5M0.04%532,753CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$19.4M0.04%77,811CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$19.4M0.04%382,724CommonNONE
464287234EEMISHARES TR$19.4M0.04%471,663CommonSOLE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$19.4M0.04%337,562CommonNONE
H1467J104CBCHUBB LIMITED$19.4M0.04%74,689CommonSOLE
78468R606SPHYSPDR SER TR$19.3M0.04%824,020CommonNONE
00888H869SIXJAIM ETF PRODUCTS TRUST$19.3M0.04%695,241CommonNONE
37954Y475XYLDGLOBAL X FDS$19.2M0.04%470,370CommonNONE
26875P101EOGEOG RES INC$19.1M0.04%149,747CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$19.1M0.04%904,664CommonNONE
482480100KLACKLA CORP$19.1M0.04%27,309CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$19.0M0.04%262,570CommonSOLE
46434V878ICSHISHARES TR$19.0M0.04%375,121CommonSOLE
46434G764EMXCISHARES INC$18.9M0.04%328,537CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$18.8M0.04%550,369CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$18.6M0.04%68,285CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$18.5M0.04%178,354CommonNONE
315912808ONEQFIDELITY COMWLTH TR$18.3M0.04%284,622CommonSOLE
33735B108FNXFIRST TR MID CAP CORE ALPHAD$18.3M0.04%161,628CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$18.1M0.04%1,049,107CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$18.1M0.04%60,421CommonNONE
92204A603VISVANGUARD WORLD FD$18.1M0.04%74,207CommonSOLE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$18.1M0.04%439,156CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$18.0M0.04%382,681CommonNONE
98149E303GLDMWORLD GOLD TR$18.0M0.04%407,608CommonSOLE
025072307QGROAMERICAN CENTY ETF TR$18.0M0.04%211,381CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$17.9M0.04%268,709CommonNONE
464287788IYFISHARES TR$17.9M0.04%186,794CommonSOLE
78464A631XARSPDR SER TR$17.9M0.04%127,101CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$17.8M0.04%255,621CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$17.8M0.04%90,115CommonSOLE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$17.8M0.04%871,513CommonSOLE
33734X176FXLFIRST TR EXCHANGE TRADED FD$17.8M0.04%131,918CommonSOLE
571903202MARMARRIOTT INTL INC NEW$17.8M0.04%70,574CommonSOLE
464288158SUBISHARES TR$17.8M0.04%169,596CommonSOLE
25434V880DFAXDIMENSIONAL ETF TRUST$17.7M0.04%696,968CommonNONE
00888H802JANWAIM ETF PRODUCTS TRUST$17.7M0.04%562,964CommonNONE
512807108LRCXEURLAM RESEARCH CORP$17.7M0.04%18,186CommonSOLE
055622104BPBP PLC$17.6M0.04%466,529CommonSOLE
46434V803HEFAISHARES TR$17.4M0.04%498,372CommonNONE
009158106APDAIR PRODS & CHEMS INC$17.4M0.04%71,643CommonSOLE
464287572IOOISHARES TR$17.3M0.04%194,017CommonNONE
617446448MSMORGAN STANLEY$17.3M0.04%183,922CommonSOLE
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$17.2M0.04%182,395CommonSOLE
126408103CSXCSX CORP$17.2M0.04%464,481CommonSOLE
291011104EMREMERSON ELEC CO$17.2M0.04%151,598CommonSOLE
921910873MGCVANGUARD WORLD FD$17.1M0.04%91,244CommonNONE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$17.0M0.04%686,041CommonSOLE
00039J103YEARAB ACTIVE ETFS INC$17.0M0.04%336,711CommonSOLE
46138J742IUSINVESCO EXCH TRD SLF IDX FD$17.0M0.04%357,733CommonSOLE
209115104EDCONSOLIDATED EDISON INC$17.0M0.04%186,705CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$16.9M0.04%881,446CommonSOLE
370334104GISGENERAL MLS INC$16.9M0.04%241,873CommonSOLE
464287630IWNISHARES TR$16.8M0.04%105,809CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$16.8M0.04%5,778CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$16.7M0.04%445,228CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$16.6M0.04%248,009CommonSOLE
609207105MDLZMONDELEZ INTL INC$16.6M0.04%237,209CommonSOLE
872590104TMUST-MOBILE US INC$16.5M0.04%101,057CommonSOLE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$16.4M0.04%244,243CommonNONE
58155Q103MCKMCKESSON CORP$16.4M0.04%30,609CommonSOLE
52468L505LVHILEGG MASON ETF INVT$16.4M0.04%550,342CommonSOLE
464287119ILCGISHARES TR$16.2M0.04%214,435CommonNONE
37954Y715BOTZGLOBAL X FDS$16.2M0.04%508,739CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$16.2M0.04%100,009CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$16.2M0.04%248,586CommonSOLE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$16.2M0.04%684,716CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$16.1M0.04%65,082CommonSOLE
33740U208FJULFIRST TR EXCHNG TRADED FD VI$16.1M0.04%361,426CommonSOLE
33740F557QJUNFIRST TR EXCHNG TRADED FD VI$16.0M0.04%628,135CommonSOLE
45782C813PJULINNOVATOR ETFS TRUST$16.0M0.04%420,483CommonNONE
464288273SCZISHARES TR$15.9M0.04%251,282CommonNONE
92939U106WECWEC ENERGY GROUP INC$15.8M0.04%192,659CommonNONE
14021D107CGBLCAPITAL GROUP CORE BALANCED$15.8M0.04%541,770CommonSOLE
172908105CTASCINTAS CORP$15.6M0.03%22,767CommonSOLE
21924B302CLMCORNERSTONE STRATEGIC VALUE$15.6M0.03%2,071,970CommonNONE
78468R804LGLVSPDR SER TR$15.6M0.03%100,002CommonNONE
26923G822PFFAETFIS SER TR I$15.6M0.03%743,196CommonNONE
464288521USRTISHARES TR$15.5M0.03%288,605CommonSOLE
46434V100SLQDISHARES TR$15.5M0.03%313,940CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$15.4M0.03%781,149CommonSOLE
12572Q105CMECME GROUP INC$15.3M0.03%71,204CommonSOLE
92189F106GDXVANECK ETF TRUST$15.3M0.03%484,011CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$15.3M0.03%168,414CommonSOLE

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.