MondegarAI
Jacobi Capital Management LLC

Q2 2024 · 13F-HR

Jacobi Capital Management LLCholdings as filed

Filed 2024-08-09 · accession 0001689646-24-000005

$1.15B
Reported value
514
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 514

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$194.9M16.9%358,100CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$67.1M5.83%164,967CommonNONE
46090E103QQQINVESCO QQQ TR$39.1M3.40%81,640CommonNONE
921937835BNDVANGUARD BD INDEX FDS$22.7M1.97%315,705CommonNONE
78464A805SPTMSPDR SER TR$20.7M1.80%312,148CommonNONE
594918104MSFTMICROSOFT CORP$20.4M1.78%45,754CommonNONE
037833100AAPLAPPLE INC$19.5M1.69%92,675CommonNONE
78468R663BILSPDR SER TR$18.3M1.59%199,636CommonNONE
97717Y527USFRWISDOMTREE TR$17.8M1.54%352,829CommonNONE
464287655IWMISHARES TR$12.6M1.10%62,192CommonNONE
67066G104NVDANVIDIA CORPORATION$12.3M1.07%99,299CommonNONE
30303M102METAMETA PLATFORMS INC$11.9M1.04%23,698CommonNONE
532457108LLYELI LILLY & CO$11.5M1.00%12,677CommonNONE
78463V107GLDSPDR GOLD TR$10.3M0.90%48,100CommonNONE
713448108PEPPEPSICO INC$9.2M0.80%55,826CommonNONE
78463X103SPEUSPDR INDEX SHS FDS$9.2M0.79%219,220CommonNONE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$9.1M0.79%162,002CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$9.1M0.79%142,041CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$8.5M0.74%41,970CommonNONE
931142103WMTWALMART INC$8.4M0.73%123,602CommonNONE
78464A508SPYVSPDR SER TR$8.3M0.72%170,422CommonNONE
02079K107GOOGALPHABET INC$7.7M0.67%41,943CommonNONE
58933Y105MRKMERCK & CO INC$7.2M0.63%58,528CommonNONE
74348A467NOBLPROSHARES TR$6.7M0.58%69,528CommonNONE
02079K305GOOGLALPHABET INC$6.4M0.55%34,996CommonNONE
060505104BACBANK AMERICA CORP$6.3M0.55%158,490CommonNONE
458140100INTCINTEL CORP$6.2M0.54%199,731CommonNONE
922908769VTIVANGUARD INDEX FDS$6.1M0.53%22,853CommonNONE
023135106AMZNAMAZON COM INC$6.0M0.52%30,992CommonNONE
742718109PGPROCTER AND GAMBLE CO$5.8M0.51%35,427CommonNONE
00287Y109ABBVABBVIE INC$5.6M0.48%32,564CommonNONE
30231G102XOMEXXON MOBIL CORP$5.5M0.48%48,131CommonNONE
166764100CVXCHEVRON CORP NEW$5.4M0.47%34,526CommonNONE
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$5.4M0.47%54,741CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$5.3M0.46%140,879CommonNONE
478160104JNJJOHNSON & JOHNSON$5.3M0.46%36,049CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5.3M0.46%127,595CommonNONE
001055102AFLAFLAC INC$5.1M0.44%57,130CommonNONE
46432F339QUALISHARES TR$5.1M0.44%29,750CommonNONE
191216100KOCOCA COLA CO$5.0M0.43%78,282CommonNONE
203607106CBUCOMMUNITY FINANCIAL SYSTEM I$4.9M0.43%104,298CommonNONE
78464A649SPABSPDR SER TR$4.9M0.42%194,058CommonNONE
464287200IVVISHARES TR$4.8M0.42%8,825CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.6M0.40%26,793CommonNONE
922908363VOOVANGUARD INDEX FDS$4.4M0.39%8,876CommonNONE
94106L109WMWASTE MGMT INC DEL$4.2M0.37%19,871CommonNONE
17275R102CSCOCISCO SYS INC$4.2M0.37%88,618CommonNONE
26923N405VSLUETF OPPORTUNITIES TRUST$4.1M0.36%121,164CommonNONE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$4.1M0.36%152,594CommonNONE
149123101CATCATERPILLAR INC$4.1M0.35%12,207CommonNONE
92826C839VVISA INC$4.1M0.35%15,444CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$4.0M0.35%25,764CommonNONE
87612E106TGTTARGET CORP$4.0M0.34%26,778CommonNONE
09257P105BTTBLACKROCK MUN TARGET TERM TR$3.9M0.34%188,990CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$3.8M0.33%76,213CommonNONE
72201R833MINTPIMCO ETF TR$3.7M0.32%36,270CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$3.6M0.31%45,632CommonNONE
74347B680REGLPROSHARES TR$3.6M0.31%48,237CommonNONE
747525103QCOMQUALCOMM INC$3.5M0.30%17,561CommonNONE
464287507IJHISHARES TR$3.5M0.30%59,492CommonNONE
46641Q373BBINJ P MORGAN EXCHANGE TRADED F$3.5M0.30%58,778CommonNONE
717081103PFEPFIZER INC$3.4M0.30%121,987CommonNONE
580135101MCDMCDONALDS CORP$3.4M0.29%13,214CommonNONE
254687106DISDISNEY WALT CO$3.4M0.29%33,791CommonNONE
031162100AMGNAMGEN INC$3.3M0.29%10,577CommonNONE
829658301LEADSIREN ETF TR$3.3M0.29%51,691CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3.2M0.28%6,932CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.2M0.28%19,584CommonNONE
69351T106PPLPPL CORP$3.1M0.27%112,154CommonNONE
025816109AXPAMERICAN EXPRESS CO$3.1M0.27%13,358CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$3.1M0.27%103,479CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.1M0.27%5CommonNONE
65339F101NEENEXTERA ENERGY INC$3.0M0.26%42,633CommonNONE
231021106CMICUMMINS INC$3.0M0.26%10,685CommonNONE
92204A702VGTVANGUARD WORLD FD$2.9M0.26%5,110CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$2.9M0.25%116,927CommonNONE
74762E102QUREQUANTA SVCS INC$2.8M0.25%11,181CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.8M0.25%68,054CommonNONE
437076102HDHOME DEPOT INC$2.8M0.24%8,127CommonNONE
20825C104COPCONOCOPHILLIPS$2.8M0.24%24,395CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2.7M0.24%20,065CommonNONE
038222105AMATAPPLIED MATLS INC$2.7M0.24%11,532CommonNONE
009158106APDAIR PRODS & CHEMS INC$2.7M0.23%10,420CommonNONE
75513E101RTXRTX CORPORATION$2.7M0.23%26,477CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.6M0.23%3,064CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.6M0.22%5,831CommonNONE
882508104TXNTEXAS INSTRS INC$2.6M0.22%13,182CommonNONE
291011104EMREMERSON ELEC CO$2.6M0.22%23,269CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$2.5M0.22%87,139CommonNONE
032108409DIVOAMPLIFY ETF TR$2.5M0.22%64,593CommonNONE
78464A144SPBOSPDR SER TR$2.5M0.21%85,781CommonNONE
91913Y100VLOVALERO ENERGY CORP$2.4M0.21%15,598CommonNONE
776696106ROPROPER TECHNOLOGIES INC$2.4M0.21%4,305CommonNONE
00724F101ADBEADOBE INC$2.4M0.21%4,298CommonNONE
29670G102WTRGESSENTIAL UTILS INC$2.4M0.21%63,942CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.4M0.21%16,262CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$2.4M0.21%18,295CommonNONE
097023105BABOEING CO$2.3M0.20%12,616CommonNONE
002824100ABTABBOTT LABS$2.3M0.20%21,822CommonNONE
235851102DHRDANAHER CORPORATION$2.2M0.19%8,902CommonNONE
461202103INTUINTUIT$2.2M0.19%3,371CommonNONE
68389X105ORCLORACLE CORP$2.2M0.19%15,434CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.2M0.19%3,938CommonNONE
922908744VTVVANGUARD INDEX FDS$2.2M0.19%13,573CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$2.1M0.19%87,815CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.1M0.18%27,477CommonNONE
464288588MBBISHARES TR$2.1M0.18%23,098CommonNONE
842587107SOSOUTHERN CO$2.1M0.18%27,271CommonNONE
260557103DOWDOW INC$2.1M0.18%39,459CommonNONE
244199105DEDEERE & CO$2.1M0.18%5,525CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.1M0.18%11,279CommonNONE
369550108GDGENERAL DYNAMICS CORP$2.0M0.18%7,032CommonNONE
88579Y101MMM3M CO$2.0M0.18%19,760CommonNONE
464287242LQDISHARES TR$2.0M0.17%18,692CommonNONE
G29183103ETNEATON CORP PLC$2.0M0.17%6,378CommonNONE
482480100KLACKLA CORP$2.0M0.17%2,421CommonNONE
452308109ITWILLINOIS TOOL WKS INC$2.0M0.17%8,407CommonNONE
00206R102TAT&T INC$2.0M0.17%104,042CommonNONE
907818108UNPUNION PAC CORP$2.0M0.17%8,734CommonNONE
98149E303GLDMWORLD GOLD TR$2.0M0.17%42,683CommonNONE
548661107LOWLOWES COS INC$1.9M0.17%8,744CommonNONE
78464A847SPMDSPDR SER TR$1.9M0.16%36,852CommonNONE
126650100CVSCVS HEALTH CORP$1.9M0.16%31,776CommonNONE
29273V100ETENERGY TRANSFER L P$1.8M0.16%113,571CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$1.8M0.16%47,727CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.8M0.16%3,560CommonNONE
26614N102DDDUPONT DE NEMOURS INC$1.8M0.16%22,469CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$1.8M0.16%47,257CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.8M0.15%14,600CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$1.8M0.15%44,272CommonNONE
78468R853SPSMSPDR SER TR$1.7M0.15%40,611CommonNONE
871829107SYYSYSCO CORP$1.7M0.15%23,526CommonNONE
G54950103LINLINDE PLC$1.7M0.14%3,805CommonNONE
464288414MUBISHARES TR$1.7M0.14%15,644CommonNONE
655844108NSCNORFOLK SOUTHN CORP$1.6M0.14%7,601CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.6M0.14%15,999CommonNONE
337738108FISVFISERV INC$1.6M0.14%10,582CommonNONE
37045V100GMGENERAL MTRS CO$1.6M0.13%33,414CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.6M0.13%6,860CommonNONE
88160R101TSLATESLA INC$1.5M0.13%7,800CommonNONE
74347B698SMDVPROSHARES TR$1.5M0.13%24,642CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$1.5M0.13%7,482CommonNONE
98978V103ZTSZOETIS INC$1.5M0.13%8,741CommonNONE
464288513HYGISHARES TR$1.5M0.13%19,528CommonNONE
21036P108STZCONSTELLATION BRANDS INC$1.5M0.13%5,851CommonNONE
79466L302CRMSALESFORCE INC$1.5M0.13%5,840CommonNONE
494368103KMBKIMBERLY-CLARK CORP$1.5M0.13%10,825CommonNONE
G5960L103MDTMEDTRONIC PLC$1.5M0.13%18,869CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.5M0.13%7,633CommonNONE
H1467J104CBCHUBB LIMITED$1.5M0.13%5,813CommonNONE
46641Q308JPEMJ P MORGAN EXCHANGE TRADED F$1.5M0.13%27,358CommonNONE
464287804IJRISHARES TR$1.5M0.13%13,777CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.5M0.13%18,875CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.4M0.13%35,177CommonNONE
911363109URIUNITED RENTALS INC$1.4M0.12%2,215CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.4M0.12%5,999CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$1.4M0.12%55,338CommonNONE
438516106HONHONEYWELL INTL INC$1.4M0.12%6,687CommonNONE
29250N105ENBENBRIDGE INC$1.4M0.12%39,820CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.4M0.12%3,299CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.4M0.12%14,037CommonNONE
855244109SBUXSTARBUCKS CORP$1.4M0.12%17,841CommonNONE
718546104PSXPHILLIPS 66$1.4M0.12%9,815CommonNONE
172967424CCITIGROUP INC$1.4M0.12%21,682CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.4M0.12%26,932CommonNONE
11135F101AVGOBROADCOM INC$1.4M0.12%844CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$1.3M0.11%13,194CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$1.3M0.11%6,677CommonNONE
89832Q109TFCTRUIST FINL CORP$1.3M0.11%33,914CommonNONE
744320102PRUPRUDENTIAL FINL INC$1.3M0.11%11,230CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.3M0.11%7,173CommonNONE
126408103CSXCSX CORP$1.3M0.11%38,987CommonNONE
375558103GILDGILEAD SCIENCES INC$1.3M0.11%18,866CommonNONE
237194105DRIDARDEN RESTAURANTS INC$1.3M0.11%8,551CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$1.3M0.11%1,225CommonNONE
464287176TIPISHARES TR$1.3M0.11%12,000CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.3M0.11%14,046CommonNONE
78409V104SPGIS&P GLOBAL INC$1.3M0.11%2,864CommonNONE
460146103IPINTERNATIONAL PAPER CO$1.3M0.11%29,353CommonNONE
372460105GPCGENUINE PARTS CO$1.3M0.11%9,123CommonNONE
40434L105HPQHP INC$1.3M0.11%36,008CommonNONE
189054109CLXCLOROX CO DEL$1.2M0.11%9,155CommonNONE
922908652VXFVANGUARD INDEX FDS$1.2M0.11%7,400CommonNONE
863667101SYKSTRYKER CORPORATION$1.2M0.11%3,657CommonNONE
58155Q103MCKMCKESSON CORP$1.2M0.11%2,101CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$1.2M0.11%31,714CommonNONE
646025106NJRNEW JERSEY RES CORP$1.2M0.11%28,405CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$1.2M0.11%33,339CommonNONE
46429B697USMVISHARES TR$1.2M0.10%14,340CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$1.2M0.10%38,910CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.2M0.10%15,692CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.2M0.10%30,466CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$1.2M0.10%25,572CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.2M0.10%8,640CommonNONE
31428X106FDXFEDEX CORP$1.2M0.10%3,939CommonNONE
670100205NVONOVO-NORDISK A S$1.2M0.10%8,092CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$1.1M0.10%22,865CommonNONE
09260D107BXBLACKSTONE INC$1.1M0.10%9,092CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$1.1M0.10%33,469CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.1M0.09%2,785CommonNONE
693506107PPGPPG INDS INC$1.1M0.09%8,601CommonNONE
512807108LRCXEURLAM RESEARCH CORP$1.1M0.09%1,011CommonNONE
55261F104MTBM & T BK CORP$1.1M0.09%6,976CommonNONE
78464A474SPSBSPDR SER TR$1.1M0.09%35,435CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.1M0.09%17,699CommonNONE
26922A388DRSKETF SER SOLUTIONS$1.0M0.09%38,778CommonNONE
370334104GISGENERAL MLS INC$1.0M0.09%16,551CommonNONE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$1.0M0.09%36,661CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.0M0.09%5,994CommonNONE
872540109TJXTJX COS INC NEW$1.0M0.09%9,428CommonNONE
02209S103MOALTRIA GROUP INC$1.0M0.09%22,763CommonNONE
464287226AGGISHARES TR$1.0M0.09%10,557CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.0M0.09%13,784CommonNONE
049560105ATOATMOS ENERGY CORP$1.0M0.09%8,620CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$1.0M0.09%11,931CommonNONE
922908553VNQVANGUARD INDEX FDS$1.0M0.09%11,945CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$998,5950.09%9,722CommonNONE
922908611VBRVANGUARD INDEX FDS$995,1160.09%5,452CommonNONE
922908736VUGVANGUARD INDEX FDS$989,6770.09%2,646CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$987,6970.09%10,794CommonNONE
075887109BDXBECTON DICKINSON & CO$984,2860.09%4,211CommonNONE
59156R108METMETLIFE INC$975,3040.08%13,895CommonNONE
902681105UGIUGI CORP NEW$974,5990.08%42,559CommonNONE
97717X594IHDGWISDOMTREE TR$967,5230.08%21,222CommonNONE
31609R100FDBCFIDELITY D & D BANCORP INC$959,2180.08%21,900CommonNONE
23331A109DHID R HORTON INC$938,5910.08%6,660CommonNONE
369604301GEGE AEROSPACE$925,5160.08%5,822CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$907,4670.08%2,758CommonNONE
22052L104CTVACORTEVA INC$902,3980.08%16,729CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$893,4480.08%2,945CommonNONE
194162103CLCOLGATE PALMOLIVE CO$891,7140.08%9,189CommonNONE
92189F676SMHVANECK ETF TRUST$885,9500.08%3,398CommonNONE
78464A664SPTLSPDR SER TR$875,4320.08%32,162CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$873,7680.08%14,454CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$870,3780.08%11,549CommonNONE
571903202MARMARRIOTT INTL INC NEW$868,5430.08%3,592CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$867,6880.08%18,413CommonNONE
253868103DLRDIGITAL RLTY TR INC$867,4150.08%5,705CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$863,5760.07%1,909CommonNONE
857477103STTSTATE STR CORP$854,1890.07%11,543CommonNONE
427866108HSYHERSHEY CO$843,0290.07%4,585CommonNONE
464288661IEIISHARES TR$835,7650.07%7,238CommonNONE
46090A721ICLOPOWERSHARES ACTIVELY MANAGED$831,8180.07%32,398CommonNONE
902973304USBUS BANCORP DEL$828,0940.07%20,858CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$827,8190.07%9,664CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$818,2230.07%1,877CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$813,5490.07%21,712CommonNONE
464288679SHVISHARES TR$812,5100.07%7,353CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$812,3190.07%4,056CommonNONE
929740108WABWABTEC$811,3110.07%5,133CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$797,0130.07%21,248CommonNONE
G6095L109APTIV PLC$797,0050.07%11,318CommonNONE
029899101AWRAMER STATES WTR CO$796,9280.07%10,982CommonNONE
595112103MUMICRON TECHNOLOGY INC$791,2950.07%6,016CommonNONE
254709108DFSEURDISCOVER FINL SVCS$777,3960.07%5,943CommonNONE
046353108AZNNASTRAZENECA PLC$776,8400.07%9,961CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$763,3250.07%11,202CommonNONE
501889208LKQLKQ CORP$760,5180.07%18,286CommonNONE
064058100BKBANK NEW YORK MELLON CORP$759,4140.07%12,680CommonNONE
704326107PAYXPAYCHEX INC$758,2740.07%6,396CommonNONE
22822V101CCICROWN CASTLE INC$750,3080.07%7,680CommonNONE
78464A672SPTISPDR SER TR$745,1320.06%26,593CommonNONE
46434V878ICSHISHARES TR$741,0700.06%14,666CommonNONE
464287614IWFISHARES TR$734,5830.06%2,015CommonNONE
78464A656SPIPSPDR SER TR$733,7920.06%28,867CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$727,9330.06%6,965CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$724,8020.06%40,312CommonNONE
464285204IAUISHARES GOLD TR$721,9910.06%16,435CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$712,4610.06%11,859CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$697,9290.06%14,361CommonNONE
25746U109DDOMINION ENERGY INC$697,7730.06%14,240CommonNONE
46429B663HDVISHARES TR$694,6700.06%6,391CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$691,8810.06%3,376CommonNONE
66987V109NVSNOVARTIS AG$691,1420.06%6,492CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$686,0660.06%12,160CommonNONE
012653101ALBALBEMARLE CORP$683,1630.06%7,152CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$676,8810.06%10,731CommonNONE
25243Q205DEODIAGEO PLC$675,7100.06%5,359CommonNONE
N07059210ASMLASML HOLDING N V$674,1700.06%659CommonNONE
46428Q109SLVISHARES SILVER TR$672,0970.06%25,295CommonNONE
78464A375SPIBSPDR SER TR$654,1700.06%20,091CommonNONE
464288687PFFISHARES TR$648,3620.06%20,550CommonNONE
345370860FFORD MTR CO DEL$642,8820.06%51,266CommonNONE
922908595VBKVANGUARD INDEX FDS$630,8380.05%2,522CommonNONE
609207105MDLZMONDELEZ INTL INC$626,6370.05%9,576CommonNONE
922908512VOEVANGUARD INDEX FDS$622,0610.05%4,135CommonNONE
052769106ADSKAUTODESK INC$616,6500.05%2,492CommonNONE
64110L106NFLXNETFLIX INC$612,7900.05%908CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$610,4590.05%21,065CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$602,1020.05%3,056CommonNONE
464287457SHYISHARES TR$600,6180.05%7,356CommonNONE
125523100CITHE CIGNA GROUP$596,8400.05%1,805CommonNONE
579780206MKCMCCORMICK & CO INC$595,2810.05%8,392CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$592,7920.05%6,607CommonNONE
78464A763SDYSPDR SER TR$589,5810.05%4,636CommonNONE
902494103TSNTYSON FOODS INC$589,0410.05%10,309CommonNONE
058498106BALLBALL CORP$588,2110.05%9,800CommonNONE
654106103NKENIKE INC$581,4860.05%7,715CommonNONE
670972108XNQPXNUVEEN PENNSYLVANIA QLT MUN$570,6790.05%46,777CommonNONE
674599105OXYOCCIDENTAL PETE CORP$564,3770.05%8,954CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$548,2200.05%6,859CommonNONE
125269100CFCF INDS HLDGS INC$542,6250.05%7,321CommonNONE
09247X101BLKCHFBLACKROCK INC$537,5510.05%683CommonNONE
406216101HALHALLIBURTON CO$536,4850.05%15,882CommonNONE
78464A409SPYGSPDR SER TR$532,9510.05%6,651CommonNONE
256677105DGDOLLAR GEN CORP NEW$531,2770.05%4,018CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$528,1370.05%7,885CommonNONE
27827X101EIMEATON VANCE MUN BD FD$519,1080.05%49,065CommonNONE
98419M100XYLXYLEM INC$515,8190.04%3,803CommonNONE
30161N101EXCEXELON CORP$510,6700.04%14,755CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$506,7050.04%10,030CommonNONE
464288810IHIISHARES TR$505,7970.04%9,026CommonNONE
534187109LNCLINCOLN NATL CORP IND$504,3420.04%16,217CommonNONE
025072364AVIVAMERICAN CENTY ETF TR$496,5490.04%9,469CommonNONE
46432F842IEFAISHARES TR$495,8630.04%6,826CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$495,2170.04%7,283CommonNONE
78464A870XBISPDR SER TR$494,1260.04%5,330CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$493,9620.04%1,717CommonNONE
464288158SUBISHARES TR$493,4760.04%4,720CommonNONE
45337C102INCYINCYTE CORP$492,4740.04%8,124CommonNONE
921937827BSVVANGUARD BD INDEX FDS$488,6790.04%6,371CommonNONE
11284V105BROOKFIELD RENEWABLE CORP$485,8150.04%17,118CommonNONE
78464A888XHBSPDR SER TR$477,0970.04%4,720CommonNONE
876030107TPRTAPESTRY INC$474,8280.04%11,097CommonNONE
780259305SHELSHELL PLC$472,6500.04%6,548CommonNONE
46434G103IEMGISHARES INC$472,5330.04%8,827CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$469,0250.04%1,224CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$462,9520.04%2,621CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$460,0120.04%3,879CommonNONE
743315103PGRPROGRESSIVE CORP$458,9650.04%2,210CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$450,1070.04%4,705CommonNONE
233331107DTEDTE ENERGY CO$447,3870.04%4,030CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$446,0860.04%10,194CommonNONE
020002101ALLALLSTATE CORP$443,7820.04%2,780CommonNONE
464288885EFGISHARES TR$443,5720.04%4,336CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$441,0600.04%7,521CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$440,1430.04%12,529CommonNONE
150870103CECELANESE CORP DEL$440,1030.04%3,263CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$439,4080.04%2,229CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$437,3730.04%8,682CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$433,0960.04%924CommonNONE
904767704UNILEVER PLC$431,5480.04%7,848CommonNONE
09062X103BIIBBIOGEN INC$430,2590.04%1,856CommonNONE
219350105GLWCORNING INC$429,4520.04%11,054CommonNONE
693718108PCARPACCAR INC$420,7400.04%4,087CommonNONE
74340W103PLDPROLOGIS INC.$413,7860.04%3,684CommonNONE
921909768VXUSVANGUARD STAR FDS$413,7460.04%6,861CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$412,1030.04%5,253CommonNONE
14040H105COFCAPITAL ONE FINL CORP$408,3440.04%2,949CommonNONE
45782C342KAPRINNOVATOR ETFS TRUST$407,7300.04%13,238CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$403,8490.04%550CommonNONE
89151E109TTENTOTALENERGIES SE$400,2700.03%6,003CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$397,8580.03%3,871CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$395,0390.03%10,820CommonNONE
12514G108CDWCDW CORP$394,1480.03%1,761CommonNONE
48817R870RUNNSTRATEGIC TRUST$392,2610.03%12,850CommonNONE
697435105PANWPALO ALTO NETWORKS INC$389,5150.03%1,149CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$386,2130.03%6,993CommonNONE
464287721IYWISHARES TR$382,8720.03%2,544CommonNONE
464287523SOXXISHARES TR$381,6390.03%1,547CommonNONE
487836108KKELLANOVA$380,2040.03%6,592CommonNONE
19260Q107COINCOINBASE GLOBAL INC$379,5690.03%1,708CommonNONE
37733W204GSKGSK PLC$379,3000.03%9,852CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$378,8980.03%3,790CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$378,1250.03%6,516CommonNONE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$376,5410.03%20,666CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$373,1940.03%5,183CommonNONE
37954Y673PAVEGLOBAL X FDS$368,0470.03%9,942CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$366,8410.03%10,584CommonNONE
H2906T109GRMNGARMIN LTD$363,4790.03%2,231CommonNONE
68622V106OGNORGANON & CO$361,9490.03%17,485CommonNONE
418056107HASHASBRO INC$361,8030.03%6,185CommonNONE
78464A284HYMBSPDR SER TR$361,2480.03%14,200CommonNONE
036752103ELVELEVANCE HEALTH INC$361,1060.03%666CommonNONE
055622104BPBP PLC$358,5750.03%9,933CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$357,2340.03%3,352CommonNONE
922908538VOTVANGUARD INDEX FDS$355,6210.03%1,549CommonNONE
988498101YUMYUM BRANDS INC$354,1970.03%2,674CommonNONE
043113208ARTNAARTESIAN RES CORP$353,5310.03%10,055CommonNONE
46137V217RFGINVESCO EXCHANGE TRADED FD T$351,3530.03%7,207CommonNONE
922908629VOVANGUARD INDEX FDS$349,3450.03%1,443CommonNONE
464287556IBBISHARES TR$349,3340.03%2,545CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$349,0770.03%2,152CommonNONE
56585A102MPCMARATHON PETE CORP$348,4250.03%2,008CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$343,0780.03%28,365CommonNONE
682680103OKEONEOK INC NEW$341,5690.03%4,188CommonNONE
45782C516EJANINNOVATOR ETFS TRUST$338,5110.03%11,348CommonNONE
816851109SRESEMPRA$336,1740.03%4,420CommonNONE
14149Y108CAHCARDINAL HEALTH INC$333,0520.03%3,387CommonNONE
46432F396MTUMISHARES TR$332,2570.03%1,705CommonNONE
45782C334NAPRINNOVATOR ETFS TRUST$331,9690.03%6,969CommonNONE
172908105CTASCINTAS CORP$331,9160.03%474CommonNONE
451107106IDAIDACORP INC$330,2570.03%3,545CommonNONE
617446448MSMORGAN STANLEY$329,9740.03%3,395CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$329,0880.03%9,608CommonNONE
37954Y889CATHGLOBAL X FDS$327,0000.03%5,000CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$323,7610.03%2,133CommonNONE
130788102CWTCALIFORNIA WTR SVC GROUP$323,5790.03%6,673CommonNONE
040413106ANETEURARISTA NETWORKS INC$323,4890.03%923CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$321,2010.03%4,945CommonNONE
92204A207VDCVANGUARD WORLD FD$318,3210.03%1,568CommonNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$317,8740.03%7,000CommonNONE
92936U109WPCWP CAREY INC$317,4690.03%5,767CommonNONE
45782C631IOCTINNOVATOR ETFS TRUST$317,4270.03%10,839CommonNONE
92206C599VTHRVANGUARD SCOTTSDALE FDS$316,8550.03%1,322CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$314,7540.03%4,714CommonNONE
302578109FNCB BANCORP INC$313,9210.03%46,507CommonNONE
464287440IEFISHARES TR$313,1030.03%3,343CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$310,4970.03%4,941CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$309,7970.03%4,976CommonNONE
670346105NUENUCOR CORP$304,7540.03%1,928CommonNONE
736508847PORPORTLAND GEN ELEC CO$301,7230.03%6,978CommonNONE
824348106SHWSHERWIN WILLIAMS CO$299,7500.03%1,004CommonNONE
892356106TSCOTRACTOR SUPPLY CO$297,4580.03%1,102CommonNONE
46434G822EWJISHARES INC$297,0490.03%4,353CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$295,7170.03%2,565CommonNONE
46284V101IRMIRON MTN INC DEL$295,4560.03%3,297CommonNONE
26922A784ADMEETF SER SOLUTIONS$294,4410.03%6,732CommonNONE
440452100HRLHORMEL FOODS CORP$293,4500.03%9,624CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$293,2380.03%6,025CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$290,2370.03%1,119CommonNONE
49456B101KMIKINDER MORGAN INC DEL$289,6450.03%14,577CommonNONE
969457100WMBWILLIAMS COS INC$282,6910.02%6,652CommonNONE
921937819BIVVANGUARD BD INDEX FDS$280,8680.02%3,750CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$279,3250.02%1,857CommonNONE
200340107CMACOMERICA INC$279,0550.02%5,468CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$278,6230.02%10,350CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$277,5100.02%2,996CommonNONE
80105N105SNYSANOFI$276,5440.02%5,700CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$276,4750.02%7,291CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$275,7210.02%2,659CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$274,7480.02%4,738CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$272,0960.02%1,212CommonNONE
464287101OEFISHARES TR$270,9080.02%1,025CommonNONE
46982L108JJACOBS SOLUTIONS INC$270,3400.02%1,935CommonNONE
368736104GNRCGENERAC HLDGS INC$269,5120.02%2,038CommonNONE
773903109ROKROCKWELL AUTOMATION INC$268,9490.02%977CommonNONE
749607107RLIRLI CORP$266,4670.02%1,894CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$264,7540.02%20,088CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$264,2250.02%4,761CommonNONE
03073E105CORCENCORA INC$262,5760.02%1,165CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$260,8780.02%3,925CommonNONE
025072372AVESAMERICAN CENTY ETF TR$260,3300.02%5,340CommonNONE
217204106CPRTCOPART INC$258,9940.02%4,782CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$257,7220.02%6,708CommonNONE
277432100EMNEASTMAN CHEM CO$257,2440.02%2,626CommonNONE
45782C615NOCTINNOVATOR ETFS TRUST$255,0880.02%5,203CommonNONE
963320106WHRWHIRLPOOL CORP$253,6220.02%2,482CommonNONE
92204A306VDEVANGUARD WORLD FD$252,5460.02%1,980CommonNONE
H11356104BGBUNGE GLOBAL SA$250,9100.02%2,350CommonNONE
464287465EFAISHARES TR$250,0310.02%3,192CommonNONE
66765N105NWNNORTHWEST NAT HLDG CO$249,5320.02%6,910CommonNONE
338478100XFFCXFLAHERTY & CRUMRINE PFD SECS$249,5070.02%16,870CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$249,4560.02%6,421CommonNONE
701094104PHPARKER-HANNIFIN CORP$249,4130.02%493CommonNONE
45782C276NJULINNOVATOR ETFS TRUST$248,9590.02%4,187CommonNONE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$248,7660.02%30,081CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$247,7260.02%4,076CommonNONE
95040Q104WELLWELLTOWER INC$246,3550.02%2,363CommonNONE
42704L104HRIHERC HLDGS INC$243,6800.02%1,828CommonNONE
36828A101GEVGE VERNOVA INC$240,8210.02%1,404CommonNONE
833445109SNOWSNOWFLAKE INC$240,7310.02%1,782CommonNONE
023608102AEEAMEREN CORP$240,1070.02%3,377CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$239,5540.02%10,781CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$237,7830.02%7,124CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$236,3960.02%4,987CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$233,1180.02%15,635CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$232,3730.02%5,084CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$232,2770.02%4,826CommonNONE
891160509TDTORONTO DOMINION BK ONT$231,3590.02%4,210CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$231,0300.02%3,000CommonNONE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$229,4180.02%8,300CommonNONE
253393102DKSDICKS SPORTING GOODS INC$227,7430.02%1,060CommonNONE
92556V106VTRSVIATRIS INC$223,4880.02%21,024CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$223,3860.02%6,549CommonNONE
14020Y607CGSMCAPITAL GRP FIXED INCM ETF T$222,5010.02%8,642CommonNONE
872590104TMUST-MOBILE US INC$222,4730.02%1,263CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$221,9930.02%1,180CommonNONE
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$221,9480.02%8,850CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$220,8470.02%3,402CommonNONE
921910816MGKVANGUARD WORLD FD$219,9530.02%700CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$217,0300.02%2,474CommonNONE
46138J536BSMOINVESCO EXCH TRD SLF IDX FD$216,6180.02%8,728CommonNONE
209115104EDCONSOLIDATED EDISON INC$216,4850.02%2,421CommonNONE
27828X100ETBEATON VANCE TAX MNGED BUY WR$216,3310.02%15,321CommonNONE
46138J510BSMQINVESCO EXCH TRD SLF IDX FD$216,1060.02%9,198CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$215,8950.02%1,402CommonNONE
46138J528INVESCO EXCH TRD SLF IDX FD$215,7560.02%8,883CommonNONE
46138J494BSMRINVESCO EXCH TRD SLF IDX FD$215,7140.02%9,187CommonNONE
032654105ADIANALOG DEVICES INC$215,6940.02%945CommonNONE
46138J486BSMSINVESCO EXCH TRD SLF IDX FD$214,9410.02%9,253CommonNONE
889478103TOLTOLL BROTHERS INC$214,8100.02%1,865CommonNONE
46139W791BSSXINVESCO EXCH TRD SLF IDX FD$214,7050.02%8,283CommonNONE
46138J478BSMTINVESCO EXCH TRD SLF IDX FD$214,4620.02%9,359CommonNONE
46138J445BSMUINVESCO EXCH TRD SLF IDX FD$214,2880.02%9,842CommonNONE
46138J411BSMVINVESCO EXCH TRD SLF IDX FD$213,6840.02%10,195CommonNONE
41653L602TRPAHARTFORD FDS EXCHANGE TRADED$213,3900.02%5,480CommonNONE
46139W833BSMWINVESCO EXCH TRD SLF IDX FD$211,8830.02%8,405CommonNONE
929328102WSFSWSFS FINL CORP$211,5000.02%4,500CommonNONE
708430103PENNS WOODS BANCORP INC$208,2790.02%10,135CommonNONE

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.