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Jacobi Capital Management LLC

Q1 2024 · 13F-HR

Jacobi Capital Management LLCholdings as filed

Filed 2024-05-10 · accession 0001689646-24-000003

$1.08B
Reported value
479
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$186.5M17.2%356,628CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$71.0M6.56%168,726CommonNONE
46090E103QQQINVESCO QQQ TR$35.5M3.28%79,939CommonNONE
78464A409SPYGSPDR SER TR$27.1M2.50%370,300CommonNONE
922908769VTIVANGUARD INDEX FDS$25.4M2.35%97,728CommonNONE
594918104MSFTMICROSOFT CORP$19.3M1.79%45,914CommonNONE
97717Y527USFRWISDOMTREE TR$16.5M1.53%328,868CommonNONE
037833100AAPLAPPLE INC$15.8M1.46%92,380CommonNONE
78464A805SPTMSPDR SER TR$15.5M1.43%240,971CommonNONE
464287655IWMISHARES TR$12.3M1.13%58,374CommonNONE
30303M102METAMETA PLATFORMS INC$11.3M1.05%23,364CommonNONE
78463V107GLDSPDR GOLD TR$10.2M0.94%49,405CommonNONE
532457108LLYELI LILLY & CO$9.9M0.92%12,732CommonNONE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$9.7M0.90%165,772CommonNONE
713448108PEPPEPSICO INC$9.5M0.88%54,222CommonNONE
67066G104NVDANVIDIA CORPORATION$8.8M0.81%9,697CommonNONE
78464A649SPABSPDR SER TR$8.8M0.81%346,568CommonNONE
464287739IYRISHARES TR$8.7M0.81%97,130CommonNONE
46625H100JPMJPMORGAN CHASE & CO$8.4M0.78%41,906CommonNONE
458140100INTCINTEL CORP$8.0M0.74%180,190CommonNONE
58933Y105MRKMERCK & CO INC$7.6M0.70%57,645CommonNONE
931142103WMTWALMART INC$7.4M0.68%122,288CommonNONE
74348A467NOBLPROSHARES TR$7.2M0.66%70,580CommonNONE
02079K107GOOGALPHABET INC$6.6M0.61%43,109CommonNONE
060505104BACBANK AMERICA CORP$6.4M0.59%168,602CommonNONE
023135106AMZNAMAZON COM INC$6.0M0.56%33,316CommonNONE
00287Y109ABBVABBVIE INC$5.9M0.55%32,430CommonNONE
478160104JNJJOHNSON & JOHNSON$5.7M0.53%36,052CommonNONE
742718109PGPROCTER AND GAMBLE CO$5.7M0.52%34,977CommonNONE
166764100CVXCHEVRON CORP NEW$5.3M0.49%33,829CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5.2M0.48%124,962CommonNONE
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$5.2M0.48%54,751CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$5.1M0.47%138,785CommonNONE
30231G102XOMEXXON MOBIL CORP$5.1M0.47%43,477CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.0M0.47%26,426CommonNONE
001055102AFLAFLAC INC$5.0M0.46%57,798CommonNONE
922908363VOOVANGUARD INDEX FDS$4.9M0.45%10,211CommonNONE
032108409DIVOAMPLIFY ETF TR$4.9M0.45%125,008CommonNONE
191216100KOCOCA COLA CO$4.8M0.44%78,336CommonNONE
92826C839VVISA INC$4.6M0.43%16,645CommonNONE
87612E106TGTTARGET CORP$4.6M0.43%26,090CommonNONE
149123101CATCATERPILLAR INC$4.5M0.41%12,194CommonNONE
17275R102CSCOCISCO SYS INC$4.2M0.39%84,653CommonNONE
203607106CBUCOMMUNITY BK SYS INC$4.2M0.39%87,412CommonNONE
254687106DISDISNEY WALT CO$4.2M0.38%33,945CommonNONE
02079K305GOOGLALPHABET INC$4.1M0.38%27,464CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$4.0M0.37%25,060CommonNONE
94106L109WMWASTE MGMT INC DEL$4.0M0.37%18,991CommonNONE
09257P105BTTBLACKROCK MUN TARGET TERM TR$3.8M0.35%179,085CommonNONE
74347B680REGLPROSHARES TR$3.8M0.35%47,911CommonNONE
580135101MCDMCDONALDS CORP$3.6M0.33%12,713CommonNONE
829658301LEADSIREN ETF TR$3.5M0.32%52,212CommonNONE
717081103PFEPFIZER INC$3.4M0.31%121,134CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.3M0.31%61,753CommonNONE
46641Q373BBINJ P MORGAN EXCHANGE TRADED F$3.3M0.30%54,860CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3.2M0.30%7,019CommonNONE
231021106CMICUMMINS INC$3.2M0.29%10,819CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.2M0.29%5CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.2M0.29%18,638CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$3.1M0.29%119,696CommonNONE
69351T106PPLPPL CORP$3.0M0.28%110,041CommonNONE
031162100AMGNAMGEN INC$3.0M0.28%10,637CommonNONE
437076102HDHOME DEPOT INC$3.0M0.27%7,725CommonNONE
747525103QCOMQUALCOMM INC$2.9M0.27%17,412CommonNONE
72201R833MINTPIMCO ETF TR$2.9M0.27%29,319CommonNONE
20825C104COPCONOCOPHILLIPS$2.9M0.27%22,732CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.9M0.27%12,702CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$2.9M0.27%103,360CommonNONE
74762E102QUREQUANTA SVCS INC$2.9M0.27%11,088CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.8M0.26%5,780CommonNONE
91913Y100VLOVALERO ENERGY CORP$2.8M0.26%16,299CommonNONE
65339F101NEENEXTERA ENERGY INC$2.8M0.25%43,116CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$2.6M0.24%111,637CommonNONE
75513E101RTXRTX CORPORATION$2.6M0.24%26,890CommonNONE
126650100CVSCVS HEALTH CORP$2.6M0.24%32,678CommonNONE
291011104EMREMERSON ELEC CO$2.6M0.24%22,895CommonNONE
92204A702VGTVANGUARD WORLD FD$2.6M0.24%4,918CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2.6M0.24%17,316CommonNONE
097023105BABOEING CO$2.6M0.24%13,242CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$2.5M0.23%82,857CommonNONE
882508104TXNTEXAS INSTRS INC$2.5M0.23%14,340CommonNONE
235851102DHRDANAHER CORPORATION$2.5M0.23%9,929CommonNONE
002824100ABTABBOTT LABS$2.4M0.22%21,383CommonNONE
038222105AMATAPPLIED MATLS INC$2.4M0.22%11,757CommonNONE
464287507IJHISHARES TR$2.4M0.22%39,843CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.4M0.22%3,261CommonNONE
78464A144SPBOSPDR SER TR$2.4M0.22%81,074CommonNONE
29670G102WTRGESSENTIAL UTILS INC$2.4M0.22%63,569CommonNONE
776696106ROPROPER TECHNOLOGIES INC$2.4M0.22%4,191CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.3M0.21%3,925CommonNONE
260557103DOWDOW INC$2.3M0.21%38,870CommonNONE
452308109ITWILLINOIS TOOL WKS INC$2.2M0.21%8,331CommonNONE
244199105DEDEERE & CO$2.2M0.21%5,403CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$2.2M0.20%18,100CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2.2M0.20%17,094CommonNONE
461202103INTUINTUIT$2.2M0.20%3,308CommonNONE
88579Y101MMM3M CO$2.1M0.20%20,259CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.1M0.20%11,742CommonNONE
907818108UNPUNION PAC CORP$2.1M0.20%8,649CommonNONE
922908744VTVVANGUARD INDEX FDS$2.1M0.19%12,884CommonNONE
548661107LOWLOWES COS INC$2.1M0.19%8,220CommonNONE
009158106APDAIR PRODS & CHEMS INC$2.0M0.19%8,351CommonNONE
00724F101ADBEADOBE INC$2.0M0.18%3,960CommonNONE
G29183103ETNEATON CORP PLC$2.0M0.18%6,365CommonNONE
842587107SOSOUTHERN CO$2.0M0.18%27,373CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.0M0.18%25,285CommonNONE
98149E303GLDMWORLD GOLD TR$2.0M0.18%44,358CommonNONE
79466L302CRMSALESFORCE INC$1.9M0.18%6,418CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.9M0.18%6,811CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.9M0.18%13,003CommonNONE
78464A847SPMDSPDR SER TR$1.9M0.17%35,251CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.9M0.17%3,794CommonNONE
655844108NSCNORFOLK SOUTHN CORP$1.9M0.17%7,360CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.9M0.17%44,305CommonNONE
871829107SYYSYSCO CORP$1.8M0.17%22,599CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$1.8M0.17%46,401CommonNONE
464288588MBBISHARES TR$1.8M0.17%19,718CommonNONE
464287242LQDISHARES TR$1.8M0.17%16,409CommonNONE
68389X105ORCLORACLE CORP$1.8M0.16%14,204CommonNONE
00206R102TAT&T INC$1.8M0.16%100,461CommonNONE
G54950103LINLINDE PLC$1.7M0.16%3,720CommonNONE
29273V100ETENERGY TRANSFER L P$1.7M0.16%108,666CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$1.7M0.16%7,417CommonNONE
26614N102DDDUPONT DE NEMOURS INC$1.7M0.15%21,814CommonNONE
482480100KLACKLA CORP$1.7M0.15%2,388CommonNONE
337738108FISVFISERV INC$1.7M0.15%10,405CommonNONE
78468R853SPSMSPDR SER TR$1.7M0.15%38,400CommonNONE
G5960L103MDTMEDTRONIC PLC$1.6M0.15%18,271CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$1.6M0.15%41,185CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.6M0.15%31,312CommonNONE
21036P108STZCONSTELLATION BRANDS INC$1.6M0.14%5,765CommonNONE
464288513HYGISHARES TR$1.6M0.14%19,941CommonNONE
37045V100GMGENERAL MTRS CO$1.5M0.14%34,060CommonNONE
74347B698SMDVPROSHARES TR$1.5M0.14%24,041CommonNONE
718546104PSXPHILLIPS 66$1.5M0.14%9,295CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.5M0.14%8,239CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$1.5M0.14%37,649CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.5M0.14%16,427CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.5M0.14%7,550CommonNONE
88160R101TSLATESLA INC$1.5M0.14%8,471CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.5M0.14%5,912CommonNONE
855244109SBUXSTARBUCKS CORP$1.5M0.14%16,136CommonNONE
911363109URIUNITED RENTALS INC$1.5M0.14%2,036CommonNONE
29250N105ENBENBRIDGE INC$1.4M0.13%40,001CommonNONE
H1467J104CBCHUBB LIMITED$1.4M0.13%5,557CommonNONE
126408103CSXCSX CORP$1.4M0.13%38,628CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$1.4M0.13%14,126CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.4M0.13%3,212CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.4M0.13%14,414CommonNONE
98978V103ZTSZOETIS INC$1.4M0.13%8,161CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.4M0.13%14,567CommonNONE
372460105GPCGENUINE PARTS CO$1.4M0.13%8,864CommonNONE
26923N405VSLUETF OPPORTUNITIES TRUST$1.4M0.13%41,975CommonNONE
237194105DRIDARDEN RESTAURANTS INC$1.4M0.13%8,175CommonNONE
172967424CCITIGROUP INC$1.4M0.13%21,517CommonNONE
464288414MUBISHARES TR$1.4M0.13%12,641CommonNONE
46641Q308JPEMJ P MORGAN EXCHANGE TRADED F$1.4M0.13%25,402CommonNONE
494368103KMBKIMBERLY-CLARK CORP$1.4M0.13%10,467CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.3M0.12%18,222CommonNONE
744320102PRUPRUDENTIAL FINL INC$1.3M0.12%11,259CommonNONE
189054109CLXCLOROX CO DEL$1.3M0.12%8,588CommonNONE
438516106HONHONEYWELL INTL INC$1.3M0.12%6,385CommonNONE
464287176TIPISHARES TR$1.3M0.12%12,194CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$1.3M0.12%6,805CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$1.3M0.12%24,124CommonNONE
863667101SYKSTRYKER CORPORATION$1.3M0.12%3,578CommonNONE
464287200IVVISHARES TR$1.3M0.12%2,435CommonNONE
46429B697USMVISHARES TR$1.3M0.12%15,218CommonNONE
375558103GILDGILEAD SCIENCES INC$1.2M0.12%17,064CommonNONE
89832Q109TFCTRUIST FINL CORP$1.2M0.11%31,838CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$1.2M0.11%26,087CommonNONE
09260D107BXBLACKSTONE INC$1.2M0.11%9,219CommonNONE
646025106NJRNEW JERSEY RES CORP$1.2M0.11%28,217CommonNONE
464287226AGGISHARES TR$1.2M0.11%12,337CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$1.2M0.11%22,677CommonNONE
26922A388DRSKETF SER SOLUTIONS$1.2M0.11%44,409CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.11%5,660CommonNONE
460146103IPINTERNATIONAL PAPER CO$1.2M0.11%29,593CommonNONE
31428X106FDXFEDEX CORP$1.1M0.11%3,967CommonNONE
78409V104SPGIS&P GLOBAL INC$1.1M0.11%2,699CommonNONE
693506107PPGPPG INDS INC$1.1M0.11%7,877CommonNONE
370334104GISGENERAL MLS INC$1.1M0.11%16,288CommonNONE
23331A109DHID R HORTON INC$1.1M0.10%6,891CommonNONE
31609R100FDBCFIDELITY D & D BANCORP INC$1.1M0.10%23,227CommonNONE
58155Q103MCKMCKESSON CORP$1.1M0.10%2,061CommonNONE
55261F104MTBM & T BK CORP$1.1M0.10%7,594CommonNONE
922908652VXFVANGUARD INDEX FDS$1.1M0.10%6,298CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$1.1M0.10%1,139CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$1.1M0.10%12,625CommonNONE
922908611VBRVANGUARD INDEX FDS$1.1M0.10%5,629CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$1.1M0.10%43,447CommonNONE
369604301GEGENERAL ELECTRIC CO$1.0M0.10%5,973CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.0M0.10%17,954CommonNONE
075887109BDXBECTON DICKINSON & CO$1.0M0.10%4,196CommonNONE
11135F101AVGOBROADCOM INC$1.0M0.10%781CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.0M0.10%2,601CommonNONE
40434L105HPQHP INC$1.0M0.10%34,228CommonNONE
902681105UGIUGI CORP NEW$1.0M0.09%41,845CommonNONE
049560105ATOATMOS ENERGY CORP$1.0M0.09%8,610CommonNONE
670100205NVONOVO-NORDISK A S$1.0M0.09%7,935CommonNONE
78464A474SPSBSPDR SER TR$1.0M0.09%33,797CommonNONE
922908553VNQVANGUARD INDEX FDS$1.0M0.09%11,605CommonNONE
59156R108METMETLIFE INC$1.0M0.09%13,530CommonNONE
97717X594IHDGWISDOMTREE TR$980,0850.09%21,334CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$978,0570.09%15,760CommonNONE
22052L104CTVACORTEVA INC$974,5710.09%16,899CommonNONE
464287804IJRISHARES TR$973,3420.09%8,807CommonNONE
02209S103MOALTRIA GROUP INC$966,4650.09%22,156CommonNONE
512807108LRCXEURLAM RESEARCH CORP$964,0120.09%992CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$951,9400.09%15,156CommonNONE
501889208LKQLKQ CORP$944,4530.09%17,683CommonNONE
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666807102NOCNORTHROP GRUMMAN CORP$936,2230.09%1,956CommonNONE
872540109TJXTJX COS INC NEW$934,4520.09%9,214CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$925,1740.09%10,313CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$919,8450.09%18,334CommonNONE
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857477103STTSTATE STR CORP$878,9090.08%11,367CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$870,1930.08%11,731CommonNONE
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46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$863,8810.08%18,141CommonNONE
78464A664SPTLSPDR SER TR$863,2640.08%30,897CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$863,0090.08%10,568CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$851,7590.08%6,261CommonNONE
256677105DGDOLLAR GEN CORP NEW$841,1900.08%5,390CommonNONE
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345370860FFORD MTR CO DEL$828,1830.08%62,363CommonNONE
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G1151C101ACNACCENTURE PLC IRELAND$816,4470.08%2,356CommonNONE
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464288687PFFISHARES TR$575,9920.05%17,871CommonNONE
46428Q109SLVISHARES SILVER TR$575,3560.05%25,290CommonNONE
534187109LNCLINCOLN NATL CORP IND$571,4560.05%17,897CommonNONE
125269100CFCF INDS HLDGS INC$570,8450.05%6,860CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$570,5720.05%9,153CommonNONE
922908736VUGVANGUARD INDEX FDS$563,7580.05%1,638CommonNONE
876030107TPRTAPESTRY INC$559,9570.05%11,794CommonNONE
464288810IHIISHARES TR$558,3770.05%9,530CommonNONE
670972108XNQPXNUVEEN PENNSYLVANIA QLT MUN$557,6320.05%47,177CommonNONE
682680103OKEONEOK INC NEW$556,0890.05%6,936CommonNONE
64110L106NFLXNETFLIX INC$553,8880.05%912CommonNONE
058498106BALLBALL CORP$550,1240.05%8,167CommonNONE
150870103CECELANESE CORP DEL$547,9520.05%3,188CommonNONE
609207105MDLZMONDELEZ INTL INC$546,6750.05%7,810CommonNONE
09247X101BLKCHFBLACKROCK INC$543,3040.05%652CommonNONE
020002101ALLALLSTATE CORP$532,8480.05%3,080CommonNONE
78464A888XHBSPDR SER TR$526,7040.05%4,720CommonNONE
98419M100XYLXYLEM INC$517,2900.05%4,002CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$512,9190.05%3,733CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$512,1130.05%9,082CommonNONE
37733W204GSKGSK PLC$511,8510.05%11,940CommonNONE
921937827BSVVANGUARD BD INDEX FDS$511,3110.05%6,669CommonNONE
78464A870XBISPDR SER TR$511,1220.05%5,387CommonNONE
723787107PXDEURPIONEER NAT RES CO$505,9370.05%1,927CommonNONE
74460D109PSAPUBLIC STORAGE$505,0380.05%1,741CommonNONE
27827X101EIMEATON VANCE MUN BD FD$496,8000.05%48,000CommonNONE
922908629VOVANGUARD INDEX FDS$496,1560.05%1,986CommonNONE
30161N101EXCEXELON CORP$491,2950.05%13,077CommonNONE
693718108PCARPACCAR INC$489,1880.05%3,949CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$486,5940.04%6,639CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$484,8130.04%480CommonNONE
78464A508SPYVSPDR SER TR$484,7040.04%9,675CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$483,5280.04%3,996CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$481,6120.04%5,982CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$481,5880.04%8,211CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$478,2290.04%11,449CommonNONE
19260Q107COINCOINBASE GLOBAL INC$465,2860.04%1,755CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$459,9130.04%4,951CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$459,4330.04%2,095CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$457,5070.04%5,301CommonNONE
743315103PGRPROGRESSIVE CORP$455,4010.04%2,202CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$451,7730.04%6,859CommonNONE
45337C102INCYINCYTE CORP$447,4990.04%7,855CommonNONE
69374H881COWZPACER FDS TR$445,3560.04%7,664CommonNONE
780259305SHELSHELL PLC$441,7650.04%6,590CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$440,1920.04%6,571CommonNONE
14040H105COFCAPITAL ONE FINL CORP$438,2040.04%2,943CommonNONE
233331107DTEDTE ENERGY CO$436,3230.04%3,891CommonNONE
03073E105CORCENCORA INC$432,1150.04%1,778CommonNONE
11284V105BROOKFIELD RENEWABLE CORP$431,0110.04%17,542CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$429,6140.04%4,585CommonNONE
654106103NKENIKE INC$425,9040.04%4,532CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$425,8350.04%4,163CommonNONE
055622104BPBP PLC$416,0280.04%11,041CommonNONE
89151E109TTENTOTALENERGIES SE$410,6050.04%5,966CommonNONE
922908538VOTVANGUARD INDEX FDS$407,6320.04%1,729CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$407,2520.04%2,229CommonNONE
56585A102MPCMARATHON PETE CORP$406,5720.04%2,018CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$405,9230.04%2,249CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$405,5500.04%1,265CommonNONE
487836108KKELLANOVA$398,9640.04%6,964CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$392,5100.04%6,959CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$390,5450.04%5,397CommonNONE
904767704UNILEVER PLC$385,3610.04%7,678CommonNONE
46434G822EWJISHARES INC$384,0050.04%5,382CommonNONE
043113208ARTNAARTESIAN RES CORP$383,1130.04%10,324CommonNONE
74340W103PLDPROLOGIS INC.$379,9610.04%2,918CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$376,2090.03%900CommonNONE
46431W705LQDHISHARES U S ETF TR$375,8820.03%3,997CommonNONE
988498101YUMYUM BRANDS INC$371,4970.03%2,679CommonNONE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$371,0050.03%20,441CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$368,9910.03%3,614CommonNONE
46137V217RFGINVESCO EXCHANGE TRADED FD T$365,0440.03%7,200CommonNONE
78464A284HYMBSPDR SER TR$364,7980.03%14,200CommonNONE
036752103ELVELEVANCE HEALTH INC$361,8880.03%698CommonNONE
09062X103BIIBBIOGEN INC$358,8080.03%1,664CommonNONE
68622V106OGNORGANON & CO$356,0240.03%18,937CommonNONE
37954Y673PAVEGLOBAL X FDS$352,3930.03%8,852CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$349,7640.03%5,194CommonNONE
46432F396MTUMISHARES TR$349,4110.03%1,865CommonNONE
48817R870RUNNSTRATEGIC TRUST$347,5760.03%11,150CommonNONE
464287556IBBISHARES TR$347,1890.03%2,530CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$347,1060.03%600CommonNONE
12514G108CDWCDW CORP$346,1100.03%1,353CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$345,8400.03%6,262CommonNONE
464287721IYWISHARES TR$343,5930.03%2,544CommonNONE
418056107HASHASBRO INC$341,3350.03%6,039CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$339,0460.03%6,682CommonNONE
219350105GLWCORNING INC$336,6050.03%10,212CommonNONE
46432F842IEFAISHARES TR$336,5160.03%4,534CommonNONE
440452100HRLHORMEL FOODS CORP$335,5010.03%9,616CommonNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$333,9710.03%7,000CommonNONE
824348106SHWSHERWIN WILLIAMS CO$333,1440.03%959CommonNONE
H2906T109GRMNGARMIN LTD$332,0150.03%2,230CommonNONE
040413106ANETEURARISTA NETWORKS INC$330,8670.03%1,141CommonNONE
871607107SNPSSYNOPSYS INC$329,7650.03%577CommonNONE
92936U109WPCWP CAREY INC$323,9870.03%5,740CommonNONE
172908105CTASCINTAS CORP$321,3810.03%468CommonNONE
451107106IDAIDACORP INC$320,4350.03%3,450CommonNONE
92204A207VDCVANGUARD WORLD FD$320,0620.03%1,568CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$319,5030.03%4,867CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$319,3200.03%5,010CommonNONE
921937819BIVVANGUARD BD INDEX FDS$318,6640.03%4,226CommonNONE
37954Y889CATHGLOBAL X FDS$318,2000.03%5,000CommonNONE
464287440IEFISHARES TR$317,9980.03%3,359CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$316,2640.03%4,922CommonNONE
130788102CWTCALIFORNIA WTR SVC GROUP$311,6640.03%6,705CommonNONE
617446448MSMORGAN STANLEY$310,5730.03%3,298CommonNONE
816851109SRESEMPRA$309,1260.03%4,304CommonNONE
92206C599VTHRVANGUARD SCOTTSDALE FDS$308,0750.03%1,322CommonNONE
670346105NUENUCOR CORP$308,0280.03%1,556CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$307,3620.03%2,838CommonNONE
42704L104HRIHERC HLDGS INC$307,3000.03%1,826CommonNONE
891160509TDTORONTO DOMINION BK ONT$301,9100.03%5,000CommonNONE
46982L108JJACOBS SOLUTIONS INC$300,2470.03%1,953CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$296,1290.03%2,429CommonNONE
200340107CMACOMERICA INC$294,0640.03%5,348CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$292,2820.03%9,229CommonNONE
736508847PORPORTLAND GEN ELEC CO$290,3930.03%6,915CommonNONE
46434G103IEMGISHARES INC$288,9240.03%5,599CommonNONE
78468R523BILSSPDR SER TR$285,3440.03%2,870CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$282,7870.03%2,711CommonNONE
37954Y483QYLDGLOBAL X FDS$282,6790.03%15,783CommonNONE
26922A784ADMEETF SER SOLUTIONS$282,6550.03%6,732CommonNONE
302578109FNCB BANCORP INC$281,6640.03%46,402CommonNONE
749607107RLIRLI CORP$281,2020.03%1,894CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$280,2900.03%2,990CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$279,4400.03%1,118CommonNONE
892356106TSCOTRACTOR SUPPLY CO$279,3570.03%1,067CommonNONE
217204106CPRTCOPART INC$276,9720.03%4,782CommonNONE
701094104PHPARKER-HANNIFIN CORP$273,4720.03%492CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$270,5730.03%19,396CommonNONE
14149Y108CAHCARDINAL HEALTH INC$269,5650.02%2,409CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$268,8700.02%1,851CommonNONE
80105N105SNYSANOFI$267,4650.02%5,503CommonNONE
963320106WHRWHIRLPOOL CORP$264,5840.02%2,212CommonNONE
773903109ROKROCKWELL AUTOMATION INC$264,2360.02%907CommonNONE
46284V101IRMIRON MTN INC DEL$264,1210.02%3,293CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$261,7460.02%6,708CommonNONE
368736104GNRCGENERAC HLDGS INC$261,3190.02%2,072CommonNONE
277432100EMNEASTMAN CHEM CO$261,3080.02%2,607CommonNONE
92204A306VDEVANGUARD WORLD FD$260,7210.02%1,980CommonNONE
92556V106VTRSVIATRIS INC$259,1020.02%21,700CommonNONE
49456B101KMIKINDER MORGAN INC DEL$258,3130.02%14,085CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$257,6110.02%3,346CommonNONE
969457100WMBWILLIAMS COS INC$257,3640.02%6,604CommonNONE
023608102AEEAMEREN CORP$257,2430.02%3,478CommonNONE
66765N105NWNNORTHWEST NAT HLDG CO$256,8620.02%6,901CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$255,4960.02%3,911CommonNONE
464287101OEFISHARES TR$253,5950.02%1,025CommonNONE
209115104EDCONSOLIDATED EDISON INC$252,2860.02%2,778CommonNONE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$248,8430.02%8,273CommonNONE
464287523SOXXISHARES TR$248,8210.02%1,101CommonNONE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$248,7090.02%30,330CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$247,3710.02%4,930CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$246,3990.02%4,243CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$241,3940.02%5,224CommonNONE
H11356104BGBUNGE GLOBAL SA$240,9240.02%2,350CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$239,6640.02%1,532CommonNONE
253393102DKSDICKS SPORTING GOODS INC$238,3520.02%1,060CommonNONE
92204A504VHTVANGUARD WORLD FD$237,1070.02%876CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$236,6430.02%6,590CommonNONE
889478103TOLTOLL BROTHERS INC$227,6910.02%1,760CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$226,3710.02%3,400CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$223,5840.02%1,454CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$219,7380.02%1,031CommonNONE
27828X100ETBEATON VANCE TAX MNGED BUY WR$219,0700.02%16,049CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$217,7330.02%1,180CommonNONE
974637100WGOWINNEBAGO INDS INC$216,1800.02%2,921CommonNONE
78464A698KRESPDR SER TR$214,4160.02%4,264CommonNONE
41653L602TRPAHARTFORD FDS EXCHANGE TRADED$213,4470.02%5,480CommonNONE
02005N100ALLYALLY FINL INC$213,3340.02%5,256CommonNONE
922908751VBVANGUARD INDEX FDS$212,8660.02%931CommonNONE
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$210,6220.02%8,725CommonNONE
025072364AVIVAMERICAN CENTY ETF TR$210,2610.02%3,888CommonNONE
708430103PENNS WOODS BANCORP INC$207,3570.02%10,683CommonNONE
12572Q105CMECME GROUP INC$205,5920.02%955CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$205,4700.02%3,000CommonNONE
95040Q104WELLWELLTOWER INC$204,9890.02%2,194CommonNONE
872590104TMUST-MOBILE US INC$204,1010.02%1,250CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$203,4200.02%3,737CommonNONE
929328102WSFSWSFS FINL CORP$203,1300.02%4,500CommonNONE
33739P855FPEIFIRST TR EXCH TRADED FD III$202,6620.02%11,123CommonNONE
78464A375SPIBSPDR SER TR$201,1900.02%6,154CommonNONE
921910816MGKVANGUARD WORLD FD$200,6350.02%700CommonNONE
338478100XFFCXFLAHERTY & CRUMRINE PFD SECS$195,9460.02%13,195CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$172,7710.02%12,065CommonNONE
27828Y108ETVEATON VANCE TAX-MANAGED BUY-$171,1980.02%13,240CommonNONE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$168,8650.02%13,520CommonNONE
602496101MDXGMIMEDX GROUP INC$163,8180.02%21,275CommonNONE
37954Y236DTCRGLOBAL X FDS$157,8090.01%10,149CommonNONE
464288224ICLNISHARES TR$140,5480.01%10,054CommonNONE
845467109SWN1EURSOUTHWESTERN ENERGY CO$97,2520.01%12,830CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$83,1480.01%11,390CommonNONE
876511106TGBTASEKO MINES LTD$66,1850.01%30,500CommonNONE
26740W109QBTSD-WAVE QUANTUM INC$24,6840.00%12,100CommonNONE
98980M109ZOMDFZOMEDICA CORP$3,3320.00%22,840CommonNONE

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.