Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Meridian Wealth Management, LLC

Q3 2023 · 13F-HR

Meridian Wealth Management, LLCholdings as filed

Filed 2023-10-17 · accession 0001697300-23-000003

$1.63B
Reported value
540
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 540

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$120.1M7.36%700,836CommonNONE
594918104MSFTMICROSOFT CORP$88.8M5.44%281,052CommonNONE
30231G102XOMEXXON MOBIL CORP$84.4M5.17%718,145CommonNONE
023135106AMZNAMAZON COM INC$69.1M4.23%543,440CommonNONE
46090E103QQQINVESCO QQQ TR$47.2M2.89%131,761CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$46.2M2.83%131,782CommonNONE
67066G104NVDANVIDIA CORPORATION$43.6M2.67%100,278CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$29.2M1.79%68,393CommonNONE
464287200IVVISHARES TR$23.5M1.44%54,644CommonNONE
464287655IWMISHARES TR$22.3M1.37%126,094CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$21.1M1.29%205,154CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$19.9M1.22%274,276CommonNONE
46625H100JPMJPMORGAN CHASE & CO$19.8M1.21%136,566CommonNONE
478160104JNJJOHNSON & JOHNSON$15.7M0.96%101,082CommonNONE
742718109PGPROCTER AND GAMBLE CO$15.5M0.95%106,524CommonNONE
437076102HDHOME DEPOT INC$14.4M0.88%47,514CommonNONE
713448108PEPPEPSICO INC$13.9M0.85%81,764CommonNONE
G39387108GFSGLOBALFOUNDRIES INC$13.5M0.83%232,595CommonNONE
02079K305GOOGLALPHABET INC$13.0M0.80%99,473CommonNONE
149123101CATCATERPILLAR INC$12.5M0.77%45,752CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$12.2M0.75%87,212CommonNONE
464287465EFAISHARES TR$11.7M0.72%169,586CommonNONE
78464A508SPYVSPDR SER TR$11.6M0.71%281,654CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$11.3M0.69%22,474CommonNONE
922908736VUGVANGUARD INDEX FDS$11.2M0.69%41,138CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$11.1M0.68%222,256CommonNONE
02079K107GOOGALPHABET INC$11.0M0.67%83,462CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$10.9M0.67%161,036CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$10.9M0.67%32,420CommonNONE
464288679SHVISHARES TR$9.5M0.58%86,396CommonNONE
922908744VTVVANGUARD INDEX FDS$9.5M0.58%68,797CommonNONE
808524607SCHASCHWAB STRATEGIC TR$9.4M0.58%226,652CommonNONE
N00985106AERAERCAP HOLDINGS NV$9.1M0.56%145,220CommonNONE
260557103DOWDOW INC$8.7M0.53%168,628CommonNONE
166764100CVXCHEVRON CORP NEW$8.7M0.53%51,382CommonNONE
464287804IJRISHARES TR$8.6M0.53%91,666CommonNONE
697435105PANWPALO ALTO NETWORKS INC$8.6M0.52%36,546CommonNONE
464287549IGMISHARES TR$8.4M0.52%22,036CommonNONE
30303M102METAMETA PLATFORMS INC$8.2M0.50%27,243CommonNONE
345370860FFORD MTR CO DEL$8.2M0.50%657,842CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$8.0M0.49%27,483CommonNONE
464287507IJHISHARES TR$7.8M0.48%31,150CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$7.7M0.47%108,238CommonNONE
88160R101TSLATESLA INC$7.4M0.45%29,569CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$7.3M0.45%113,478CommonNONE
172967424CCITIGROUP INC$7.2M0.44%175,576CommonNONE
486606106KYNKAYNE ANDERSON ENERGY INFRST$7.0M0.43%828,914CommonNONE
00287Y109ABBVABBVIE INC$6.9M0.42%46,485CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$6.9M0.42%118,698CommonNONE
548661107LOWLOWES COS INC$6.5M0.40%31,158CommonNONE
88339J105TTDTHE TRADE DESK INC$6.4M0.39%81,410CommonNONE
244199105DEDEERE & CO$6.4M0.39%16,670CommonNONE
922908611VBRVANGUARD INDEX FDS$6.0M0.37%37,519CommonNONE
670100205NVONOVO-NORDISK A S$5.8M0.36%63,922CommonNONE
532457108LLYELI LILLY & CO$5.8M0.35%10,770CommonNONE
337932107FEFIRSTENERGY CORP$5.7M0.35%168,032CommonNONE
922908363VOOVANGUARD INDEX FDS$5.6M0.34%14,298CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.6M0.34%9,857CommonNONE
78464A409SPYGSPDR SER TR$5.5M0.34%92,909CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$5.5M0.33%222,943CommonNONE
92826C839VVISA INC$5.2M0.32%22,706CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$5.1M0.31%151,374CommonNONE
58933Y105MRKMERCK & CO INC$5.1M0.31%49,655CommonNONE
922020805VTIPVANGUARD MALVERN FDS$5.1M0.31%107,314CommonNONE
464287523SOXXISHARES TR$4.9M0.30%10,362CommonNONE
539830109LMTLOCKHEED MARTIN CORP$4.9M0.30%11,960CommonNONE
038222105AMATAPPLIED MATLS INC$4.8M0.30%34,982CommonNONE
464287234EEMISHARES TR$4.8M0.29%126,050CommonNONE
46434V621DGROISHARES TR$4.8M0.29%96,479CommonNONE
097023105BABOEING CO$4.7M0.29%24,776CommonNONE
125269100CFCF INDS HLDGS INC$4.7M0.29%55,832CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$4.6M0.28%176,873CommonNONE
11135F101AVGOBROADCOM INC$4.6M0.28%5,522CommonNONE
191216100KOCOCA COLA CO$4.6M0.28%81,960CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$4.5M0.28%53,942CommonNONE
69374H881COWZPACER FDS TR$4.5M0.28%91,333CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$4.5M0.27%79,550CommonNONE
82509L107SHOPSHOPIFY INC$4.4M0.27%80,131CommonNONE
931142103WMTWALMART INC$4.4M0.27%27,221CommonNONE
78463V107GLDSPDR GOLD TR$4.3M0.27%25,350CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$4.3M0.26%47,437CommonNONE
79466L302CRMSALESFORCE INC$4.3M0.26%21,036CommonNONE
580135101MCDMCDONALDS CORP$4.2M0.26%15,910CommonNONE
717081103PFEPFIZER INC$4.1M0.25%123,952CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.1M0.25%26,160CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4.0M0.25%31,353CommonNONE
56035L104MAINMAIN STR CAP CORP$4.0M0.25%98,885CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$4.0M0.24%53,129CommonNONE
464287614IWFISHARES TR$4.0M0.24%14,906CommonNONE
921937827BSVVANGUARD BD INDEX FDS$3.9M0.24%51,820CommonNONE
464287226AGGISHARES TR$3.9M0.24%41,210CommonNONE
254687106DISDISNEY WALT CO$3.8M0.23%46,930CommonNONE
49456B101KMIKINDER MORGAN INC DEL$3.6M0.22%217,145CommonNONE
247361702DALDELTA AIR LINES INC DEL$3.6M0.22%95,506CommonNONE
682189105ONON SEMICONDUCTOR CORP$3.5M0.22%37,898CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$3.5M0.21%14,730CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$3.4M0.21%21,350CommonNONE
92189F676SMHVANECK ETF TRUST$3.4M0.21%23,624CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$3.4M0.21%151,395CommonNONE
38147U107GSBDGOLDMAN SACHS BDC INC$3.4M0.21%232,541CommonNONE
464287499IWRISHARES TR$3.4M0.21%48,670CommonNONE
444859102HUMHUMANA INC$3.4M0.21%6,912CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$3.1M0.19%62,106CommonNONE
126650100CVSCVS HEALTH CORP$3.1M0.19%44,880CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3.1M0.19%92,155CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$3.1M0.19%63,168CommonNONE
922908769VTIVANGUARD INDEX FDS$3.0M0.19%14,316CommonNONE
04010L103ARCCARES CAPITAL CORP$3.0M0.19%155,639CommonNONE
464288414MUBISHARES TR$3.0M0.19%29,472CommonNONE
032108409DIVOAMPLIFY ETF TR$3.0M0.19%86,916CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$2.9M0.18%19,944CommonNONE
670346105NUENUCOR CORP$2.9M0.18%18,284CommonNONE
002824100ABTABBOTT LABS$2.9M0.18%29,506CommonNONE
055622104BPBP PLC$2.8M0.17%73,206CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$2.8M0.17%63,907CommonNONE
464289438IWYISHARES TR$2.8M0.17%18,362CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.8M0.17%54,052CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.8M0.17%16,916CommonNONE
16411R208LNGCHENIERE ENERGY INC$2.8M0.17%16,678CommonNONE
464287648IWOISHARES TR$2.7M0.17%12,202CommonNONE
46432F859ISTBISHARES TR$2.7M0.16%58,049CommonNONE
921937835BNDVANGUARD BD INDEX FDS$2.7M0.16%38,173CommonNONE
464287630IWNISHARES TR$2.7M0.16%19,622CommonNONE
25460G609ERXDIREXION SHS ETF TR$2.6M0.16%39,490CommonNONE
922908751VBVANGUARD INDEX FDS$2.6M0.16%13,925CommonNONE
74347B714PROSHARES TR$2.6M0.16%237,718CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.5M0.15%56,717CommonNONE
067901108ABXBARRICK GOLD CORP$2.4M0.15%165,112CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.4M0.15%26,360CommonNONE
369604301GEGENERAL ELECTRIC CO$2.4M0.15%22,048CommonNONE
031162100AMGNAMGEN INC$2.4M0.15%8,954CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.4M0.15%61,206CommonNONE
438516106HONHONEYWELL INTL INC$2.4M0.15%12,938CommonNONE
92189F106GDXVANECK ETF TRUST$2.4M0.14%87,636CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2.3M0.14%5,144CommonNONE
74933W452TBILRBB FD INC$2.3M0.14%46,651CommonNONE
46137V480XSVMINVESCO EXCHANGE TRADED FD T$2.3M0.14%48,429CommonNONE
464287861IEVISHARES TR$2.3M0.14%48,758CommonNONE
46428Q109SLVISHARES SILVER TR$2.3M0.14%114,414CommonNONE
64110L106NFLXNETFLIX INC$2.3M0.14%6,163CommonNONE
743315103PGRPROGRESSIVE CORP$2.2M0.13%15,738CommonNONE
012653101ALBALBEMARLE CORP$2.2M0.13%12,822CommonNONE
501044101KRKROGER CO$2.2M0.13%48,258CommonNONE
464287606IJKISHARES TR$2.2M0.13%29,834CommonNONE
464287473IWSISHARES TR$2.1M0.13%20,544CommonNONE
125523100CITHE CIGNA GROUP$2.1M0.13%7,488CommonNONE
68389X105ORCLORACLE CORP$2.1M0.13%20,051CommonNONE
78464A854SPYMSPDR SER TR$2.1M0.13%41,921CommonNONE
617446448MSMORGAN STANLEY$2.1M0.13%25,770CommonNONE
674599105OXYOCCIDENTAL PETE CORP$2.1M0.13%32,128CommonNONE
060505104BACBANK AMERICA CORP$2.0M0.12%74,154CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.0M0.12%5,085CommonNONE
571903202MARMARRIOTT INTL INC NEW$2.0M0.12%10,212CommonNONE
316773100FITBFIFTH THIRD BANCORP$2.0M0.12%77,468CommonNONE
369550108GDGENERAL DYNAMICS CORP$2.0M0.12%8,854CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.9M0.12%18,782CommonNONE
464287671IUSGISHARES TR$1.9M0.12%20,364CommonNONE
56585A102MPCMARATHON PETE CORP$1.9M0.12%12,760CommonNONE
37954Y673PAVEGLOBAL X FDS$1.9M0.12%62,681CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.9M0.12%27,918CommonNONE
464286608EZUISHARES INC$1.9M0.12%44,742CommonNONE
464287291IXNISHARES TR$1.9M0.12%32,482CommonNONE
482480100KLACKLA CORP$1.9M0.11%4,082CommonNONE
464287721IYWISHARES TR$1.8M0.11%17,564CommonNONE
464287168DVYISHARES TR$1.8M0.11%17,052CommonNONE
747525103QCOMQUALCOMM INC$1.8M0.11%16,394CommonNONE
053332102AZOAUTOZONE INC$1.8M0.11%708CommonNONE
293594107ENVXENOVIX CORPORATION$1.8M0.11%140,698CommonNONE
458140100INTCINTEL CORP$1.8M0.11%49,590CommonNONE
922908629VOVANGUARD INDEX FDS$1.7M0.11%8,316CommonNONE
375558103GILDGILEAD SCIENCES INC$1.7M0.11%23,046CommonNONE
74347B425SH1USDPROSHARES TR$1.7M0.10%115,552CommonNONE
67077M108NTRNUTRIEN LTD$1.7M0.10%26,756CommonNONE
74347G416PROSHARES TR$1.7M0.10%45,747CommonNONE
427866108HSYHERSHEY CO$1.6M0.10%8,108CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$1.6M0.10%56,000CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.6M0.10%49,236CommonNONE
136375102CNICANADIAN NATL RY CO$1.6M0.10%14,660CommonNONE
922908512VOEVANGUARD INDEX FDS$1.6M0.10%12,114CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.6M0.10%22,819CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.5M0.09%10,925CommonNONE
75513E101RTXRTX CORPORATION$1.5M0.09%21,376CommonNONE
464287176TIPISHARES TR$1.5M0.09%14,780CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.5M0.09%6,340CommonNONE
406216101HALHALLIBURTON CO$1.5M0.09%37,272CommonNONE
464287598IWDISHARES TR$1.5M0.09%9,878CommonNONE
464285204IAUISHARES GOLD TR$1.5M0.09%42,304CommonNONE
65339F101NEENEXTERA ENERGY INC$1.5M0.09%25,830CommonNONE
464287481IWPISHARES TR$1.5M0.09%16,002CommonNONE
09062X103BIIBBIOGEN INC$1.5M0.09%5,666CommonNONE
464288885EFGISHARES TR$1.4M0.09%16,364CommonNONE
78468R622JNKSPDR SER TR$1.4M0.09%15,436CommonNONE
78464A755XMESPDR SER TR$1.4M0.09%26,572CommonNONE
609207105MDLZMONDELEZ INTL INC$1.4M0.08%19,864CommonNONE
29273V100ETENERGY TRANSFER L P$1.4M0.08%98,218CommonNONE
81762P102NOWSERVICENOW INC$1.4M0.08%2,456CommonNONE
74347G689TWMUSDPROSHARES TR$1.4M0.08%87,848CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1.4M0.08%11,108CommonNONE
189054109CLXCLOROX CO DEL$1.4M0.08%10,324CommonNONE
907818108UNPUNION PAC CORP$1.3M0.08%6,623CommonNONE
05464T104AXSMAXSOME THERAPEUTICS INC$1.3M0.08%19,223CommonNONE
922908538VOTVANGUARD INDEX FDS$1.3M0.08%6,810CommonNONE
337738108FISVFISERV INC$1.3M0.08%11,612CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.3M0.08%5,626CommonNONE
579780206MKCMCCORMICK & CO INC$1.3M0.08%16,610CommonNONE
73278L105POOLPOOL CORP$1.2M0.08%3,495CommonNONE
464287432TLTISHARES TR$1.2M0.08%14,006CommonNONE
464287556IBBISHARES TR$1.2M0.08%10,154CommonNONE
94106L109WMWASTE MGMT INC DEL$1.2M0.08%8,138CommonNONE
780259305SHELSHELL PLC$1.2M0.07%18,938CommonNONE
15135U109CVECENOVUS ENERGY INC$1.2M0.07%58,329CommonNONE
00507V109AIYACTIVISION BLIZZARD INC$1.2M0.07%12,789CommonNONE
461202103INTUINTUIT$1.2M0.07%2,340CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$1.2M0.07%48,462CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.2M0.07%7,880CommonNONE
046353108AZNNASTRAZENECA PLC$1.2M0.07%17,242CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.2M0.07%16,368CommonNONE
74347Y888UCOPROSHARES TR II$1.1M0.07%31,788CommonNONE
464287622IWBISHARES TR$1.1M0.07%4,746CommonNONE
291011104EMREMERSON ELEC CO$1.1M0.07%11,496CommonNONE
17275R102CSCOCISCO SYS INC$1.1M0.07%20,451CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.07%2,147CommonNONE
855244109SBUXSTARBUCKS CORP$1.1M0.07%11,776CommonNONE
464287754IYJISHARES TR$1.1M0.07%10,612CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.1M0.07%962CommonNONE
773903109ROKROCKWELL AUTOMATION INC$1.1M0.06%3,704CommonNONE
036752103ELVELEVANCE HEALTH INC$1.0M0.06%2,406CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.0M0.06%11,834CommonNONE
78468R200FLRNSPDR SER TR$1.0M0.06%33,802CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.0M0.06%7,387CommonNONE
512807108LRCXEURLAM RESEARCH CORP$1.0M0.06%1,620CommonNONE
464287663IUSVISHARES TR$1.0M0.06%13,466CommonNONE
78468R788SPYDSPDR SER TR$1.0M0.06%28,646CommonNONE
550021109LULULULULEMON ATHLETICA INC$993,3320.06%2,576CommonNONE
464287309IVWISHARES TR$988,9380.06%14,454CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$972,3930.06%18,155CommonNONE
464288158SUBISHARES TR$971,6160.06%9,446CommonNONE
278865100ECLECOLAB INC$970,8540.06%5,732CommonNONE
25460G153DPSTDIREXION SHS ETF TR$967,2460.06%17,836CommonNONE
922908595VBKVANGUARD INDEX FDS$964,8990.06%4,505CommonNONE
654106103NKENIKE INC$963,1880.06%10,074CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$952,0740.06%8,484CommonNONE
922907746VTEBVANGUARD MUN BD FDS$944,5590.06%19,637CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$944,2740.06%6,058CommonNONE
921910816MGKVANGUARD WORLD FD$939,9150.06%4,142CommonNONE
00724F101ADBEADOBE INC$933,6270.06%1,831CommonNONE
74347R107SSOPROSHARES TR$933,1590.06%17,481CommonNONE
136069101CMCANADIAN IMPERIAL BK COMM TO$928,2620.06%24,042CommonNONE
29446M102EQNREQUINOR ASA$927,7670.06%28,656CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$926,8970.06%24,074CommonNONE
00206R102TAT&T INC$922,4700.06%61,416CommonNONE
302635206FSKFS KKR CAP CORP$910,5100.06%46,242CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$910,2420.06%12,102CommonNONE
90138F102TWLOTWILIO INC$906,5130.06%15,488CommonNONE
127097103CTRACOTERRA ENERGY INC$905,6860.06%33,482CommonNONE
682680103OKEONEOK INC NEW$897,0480.05%14,142CommonNONE
46432F388VLUEISHARES TR$893,4170.05%9,848CommonNONE
74347G705DIGPROSHARES TR$892,3920.05%20,555CommonNONE
464287580IYCISHARES TR$882,3100.05%13,178CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$872,3890.05%10,039CommonNONE
464288810IHIISHARES TR$869,5200.05%17,928CommonNONE
464288877EFVISHARES TR$867,4120.05%17,728CommonNONE
988498101YUMYUM BRANDS INC$847,5930.05%6,784CommonNONE
74348A467NOBLPROSHARES TR$845,4020.05%9,547CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$844,2350.05%36,834CommonNONE
842587107SOSOUTHERN CO$842,1910.05%13,013CommonNONE
921937819BIVVANGUARD BD INDEX FDS$829,5410.05%11,472CommonNONE
701094104PHPARKER-HANNIFIN CORP$815,6540.05%2,094CommonNONE
88579Y101MMM3M CO$813,2010.05%8,686CommonNONE
62914V106NIONIO INC$812,2350.05%89,849CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$811,4600.05%10,410CommonNONE
235851102DHRDANAHER CORPORATION$809,7980.05%3,264CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$809,6680.05%442CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$807,7960.05%8,816CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$807,4000.05%10,260CommonNONE
808524706SCHESCHWAB STRATEGIC TR$806,3700.05%33,682CommonNONE
46435G425ESGUISHARES TR$800,6770.05%8,526CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$796,6860.05%6,480CommonNONE
256677105DGDOLLAR GEN CORP NEW$794,8620.05%7,512CommonNONE
303075105FDSFACTSET RESH SYS INC$789,6160.05%1,806CommonNONE
46432F339QUALISHARES TR$783,4920.05%5,945CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$783,3230.05%254CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$780,6740.05%2,542CommonNONE
142339100CSLCARLISLE COS INC$764,5980.05%2,950CommonNONE
921909768VXUSVANGUARD STAR FDS$762,3520.05%14,242CommonNONE
882508104TXNTEXAS INSTRS INC$757,2810.05%4,762CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$743,1330.05%903CommonNONE
775711104ROLROLLINS INC$742,7920.05%19,898CommonNONE
808513105SCHWSCHWAB CHARLES CORP$739,4600.05%13,470CommonNONE
704326107PAYXPAYCHEX INC$737,9160.05%6,398CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$736,0030.05%12,589CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$723,8480.04%15,617CommonNONE
649445103NYCBEURNEW YORK CMNTY BANCORP INC$721,2240.04%63,600CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$719,5140.04%14,720CommonNONE
33734X119FXGFIRST TR EXCHANGE TRADED FD$710,3220.04%11,772CommonNONE
126408103CSXCSX CORP$705,8980.04%22,956CommonNONE
695156109PKGPACKAGING CORP AMER$698,6520.04%4,550CommonNONE
74347R206QLDPROSHARES TR$695,2380.04%11,714CommonNONE
171484108CHDNCHURCHILL DOWNS INC$691,5980.04%5,960CommonNONE
655844108NSCNORFOLK SOUTHN CORP$691,2240.04%3,510CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$689,2710.04%4,118CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$684,9690.04%7,434CommonNONE
872540109TJXTJX COS INC NEW$676,0350.04%7,606CommonNONE
217204106CPRTCOPART INC$675,6520.04%15,680CommonNONE
464288588MBBISHARES TR$673,9920.04%7,590CommonNONE
651639106NEMNEWMONT CORP$668,1920.04%18,084CommonNONE
74347G374DXDPROSHARES TR$666,3840.04%15,577CommonNONE
922908652VXFVANGUARD INDEX FDS$666,2780.04%4,636CommonNONE
N07059210ASMLASML HOLDING N V$664,0080.04%1,128CommonNONE
G54950103LINLINDE PLC$660,9210.04%1,775CommonNONE
46137Y401CZAINVESCO EXCHANGE TRADED FD T$659,1150.04%7,737CommonNONE
464287150ITOTISHARES TR$651,5400.04%6,918CommonNONE
464287689IWVISHARES TR$647,4480.04%2,642CommonNONE
640491106NEOGNEOGEN CORP$645,1180.04%34,796CommonNONE
636274409NGGNATIONAL GRID PLC$645,0080.04%10,638CommonNONE
949746101WMT2WELLS FARGO CO NEW$642,2790.04%15,719CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$639,3890.04%20,617CommonNONE
92204A702VGTVANGUARD WORLD FDS$636,5780.04%1,534CommonNONE
464289420IWXISHARES TR$633,6960.04%9,694CommonNONE
78464A763SDYSPDR SER TR$632,7760.04%5,502CommonNONE
009158106APDAIR PRODS & CHEMS INC$631,9820.04%2,230CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$622,2790.04%6,138CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$616,1490.04%8,109CommonNONE
18915M107NETCLOUDFLARE INC$615,5860.04%9,765CommonNONE
46432F834IXUSISHARES TR$607,1590.04%10,117CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$603,8920.04%22,064CommonNONE
693506107PPGPPG INDS INC$603,5860.04%4,650CommonNONE
02209S103MOALTRIA GROUP INC$598,2710.04%14,207CommonNONE
922908637VVVANGUARD INDEX FDS$596,2960.04%3,047CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$592,7150.04%4,050CommonNONE
45257L108IMMPIMMUTEP LTD$591,2800.04%311,200CommonNONE
384802104GWWGRAINGER W W INC$589,4480.04%852CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$587,4400.04%11,644CommonNONE
29250N105ENBENBRIDGE INC$582,9410.04%17,546CommonNONE
464287812IYKISHARES TR$579,9280.04%3,110CommonNONE
97717X669DGRWWISDOMTREE TR$577,9560.04%9,103CommonNONE
23331A109DHID R HORTON INC$577,8660.04%5,377CommonNONE
89832Q109TFCTRUIST FINL CORP$575,1290.04%20,102CommonNONE
78468R853SPSMSPDR SER TR$571,3350.04%15,483CommonNONE
303250104FICOFAIR ISAAC CORP$568,0180.03%654CommonNONE
693718108PCARPACCAR INC$566,9140.03%6,668CommonNONE
20030N101CMCSACOMCAST CORP NEW$566,2420.03%12,770CommonNONE
464287788IYFISHARES TR$564,6940.03%7,554CommonNONE
46431W507NEARISHARES U S ETF TR$558,8630.03%11,203CommonNONE
723787107PXDEURPIONEER NAT RES CO$555,8140.03%2,422CommonNONE
58155Q103MCKMCKESSON CORP$554,4340.03%1,275CommonNONE
92204A504VHTVANGUARD WORLD FDS$552,7750.03%2,351CommonNONE
23918K108DVADAVITA INC$544,0200.03%5,755CommonNONE
756109104OREALTY INCOME CORP$538,8480.03%10,790CommonNONE
311900104FASTFASTENAL CO$530,8400.03%9,716CommonNONE
78464A862XSDSPDR SER TR$529,6190.03%2,702CommonNONE
46434G103IEMGISHARES INC$528,6670.03%11,109CommonNONE
34959E109FTNTFORTINET INC$528,1200.03%9,000CommonNONE
760281204RBCAAREPUBLIC BANCORP INC KY$527,1900.03%11,968CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$527,1010.03%3,050CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$525,3360.03%1,284CommonNONE
032108888SWANAMPLIFY ETF TR$523,1780.03%21,816CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$517,7080.03%7,850CommonNONE
464288760ITAISHARES TR$516,1320.03%4,870CommonNONE
071813109BAXBAXTER INTL INC$514,6360.03%11,078CommonNONE
78468R408SJNKSPDR SER TR$514,5950.03%21,038CommonNONE
921910840MGVVANGUARD WORLD FD$513,8950.03%5,068CommonNONE
46429B697USMVISHARES TR$512,9800.03%7,087CommonNONE
921932869IVOGVANGUARD ADMIRAL FDS INC$511,8400.03%5,668CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$508,7590.03%4,624CommonNONE
37954Y483QYLDGLOBAL X FDS$507,3710.03%30,197CommonNONE
53700T827DBMFLITMAN GREGORY FDS TR$504,4490.03%17,455CommonNONE
464288851IEOISHARES TR$504,4260.03%5,172CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$503,6810.03%20,059CommonNONE
886885102TLYSTILLYS INC$489,2620.03%60,254CommonNONE
92189F437ANGLVANECK ETF TRUST$486,1330.03%17,965CommonNONE
78464A649SPABSPDR SER TR$485,1450.03%19,932CommonNONE
46429B747STIPISHARES TR$483,2970.03%4,987CommonNONE
25746U109DDOMINION ENERGY INC$479,5900.03%10,736CommonNONE
464289859AOAISHARES TR$479,4860.03%7,544CommonNONE
46266C105IQVIQVIA HLDGS INC$478,8900.03%2,434CommonNONE
464288513HYGISHARES TR$476,0760.03%6,454CommonNONE
71375U101PRFTUSDPERFICIENT INC$475,0310.03%8,210CommonNONE
97717X701HEDJWISDOMTREE TR$473,6370.03%11,990CommonNONE
464287705IJJISHARES TR$466,1360.03%4,618CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$462,6500.03%3,797CommonNONE
863667101SYKSTRYKER CORPORATION$462,3730.03%1,692CommonNONE
H1467J104CBCHUBB LIMITED$459,4530.03%2,207CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$458,7360.03%13,834CommonNONE
G4863A108BRSLINTERNATIONAL GAME TECHNOLOG$456,0130.03%15,040CommonNONE
464288240ACWXISHARES TR$452,2360.03%9,620CommonNONE
370334104GISGENERAL MLS INC$444,5920.03%6,930CommonNONE
97717X511AGGYWISDOMTREE TR$443,6460.03%10,659CommonNONE
21036P108STZCONSTELLATION BRANDS INC$439,3250.03%1,748CommonNONE
78468R663BILSPDR SER TR$438,6240.03%4,777CommonNONE
892356106TSCOTRACTOR SUPPLY CO$437,3700.03%2,154CommonNONE
55354G100MSCIMSCI INC$437,2790.03%852CommonNONE
464288687PFFISHARES TR$435,0140.03%14,428CommonNONE
808524722SCHKSCHWAB STRATEGIC TR$431,1680.03%10,440CommonNONE
27828Y108ETVEATON VANCE TAX-MANAGED BUY-$425,3980.03%35,539CommonNONE
46138B103DBCINVESCO DB COMMDY INDX TRCK$420,3760.03%16,842CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$417,8120.03%1,291CommonNONE
565849106MRO*MARATHON OIL CORP$416,7120.03%15,578CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$415,3820.03%9,032CommonNONE
26875P101EOGEOG RES INC$413,6010.03%3,184CommonNONE
12572Q105CMECME GROUP INC$408,5980.03%2,041CommonNONE
87612E106TGTTARGET CORP$408,4000.03%3,649CommonNONE
92204A876VPUVANGUARD WORLD FDS$405,5770.02%3,180CommonNONE
09247X101BLKCHFBLACKROCK INC$405,1120.02%627CommonNONE
316092303FSTAFIDELITY COVINGTON TRUST$404,6820.02%9,504CommonNONE
294429105EFXEQUIFAX INC$402,0940.02%2,196CommonNONE
92189F536MLNVANECK ETF TRUST$401,6250.02%24,035CommonNONE
922908553VNQVANGUARD INDEX FDS$396,1960.02%5,232CommonNONE
46436E718SGOVISHARES TR$395,6330.02%3,930CommonNONE
14149Y108CAHCARDINAL HEALTH INC$394,2500.02%4,541CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$392,7620.02%22,835CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$391,7960.02%9,347CommonNONE
74347B235DOGPROSHARES TR$387,5610.02%11,628CommonNONE
928298108VSHVISHAY INTERTECHNOLOGY INC$387,3380.02%15,669CommonNONE
46144X628INVESTMENT MANAGERS SER TR I$386,4000.02%9,733CommonNONE
25754A201DPZDOMINOS PIZZA INC$383,3350.02%1,012CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$381,4520.02%7,204CommonNONE
12504L109CBRECBRE GROUP INC$381,1180.02%5,160CommonNONE
78464A839MDYVSPDR SER TR$380,0090.02%5,856CommonNONE
03073E105CORCENCORA INC$379,1970.02%2,107CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$378,6480.02%2,841CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$376,7210.02%14,232CommonNONE
46434V860TFLOISHARES TR$374,3600.02%7,378CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$374,3490.02%10,012CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$371,7910.02%6,257CommonNONE
12514G108CDWCDW CORP$364,3930.02%1,806CommonNONE
66987V109NVSNOVARTIS AG$359,5660.02%3,530CommonNONE
15118V207CELHCELSIUS HLDGS INC$356,9280.02%2,080CommonNONE
33734X184FXUFIRST TR EXCHANGE TRADED FD$352,0310.02%12,326CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$350,6850.02%7,929CommonNONE
09260D107BXBLACKSTONE INC$349,7270.02%3,264CommonNONE
902973304USBUS BANCORP DEL$342,1170.02%10,348CommonNONE
46432F842IEFAISHARES TR$339,2270.02%5,272CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$337,8100.02%6,120CommonNONE
78464A300SLYVSPDR SER TR$335,1180.02%4,628CommonNONE
46429B663HDVISHARES TR$333,8380.02%3,376CommonNONE
37611X100DNA4EURGINKGO BIOWORKS HOLDINGS INC$325,5290.02%179,850CommonNONE
26922A388DRSKETF SER SOLUTIONS$324,8630.02%13,897CommonNONE
78464A201SLYGSPDR SER TR$324,5130.02%4,429CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$324,2590.02%4,357CommonNONE
878742204TECKTECK RESOURCES LTD$321,6200.02%7,504CommonNONE
20825C104COPCONOCOPHILLIPS$320,1480.02%2,672CommonNONE
902494103TSNTYSON FOODS INC$317,8170.02%6,295CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$315,9170.02%4,560CommonNONE
G5960L103MDTMEDTRONIC PLC$315,1240.02%4,021CommonNONE
929236107WDFCWD 40 CO$315,0220.02%1,550CommonNONE
33939L746QLCFLEXSHARES TR$308,8710.02%6,478CommonNONE
68243Q106FLWS1 800 FLOWERS COM INC$308,0000.02%44,000CommonNONE
78464A631XARSPDR SER TR$306,3690.02%2,733CommonNONE
37045V100GMGENERAL MTRS CO$305,7130.02%9,266CommonNONE
33740F854DAUGFIRST TR EXCHNG TRADED FD VI$303,2260.02%9,160CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$303,1180.02%15,665CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$302,1530.02%4,499CommonNONE
33740F680DSEPFIRST TR EXCHNG TRADED FD VI$301,4330.02%8,850CommonNONE
31428X106FDXFEDEX CORP$300,9820.02%1,136CommonNONE
92047W101VVVVALVOLINE INC$296,8660.02%9,208CommonNONE
74340W103PLDPROLOGIS INC.$295,0610.02%2,630CommonNONE
G29183103ETNEATON CORP PLC$294,1130.02%1,379CommonNONE
824348106SHWSHERWIN WILLIAMS CO$293,5260.02%1,151CommonNONE
27828X100ETBEATON VANCE TAX MNGED BUY WR$290,0430.02%23,001CommonNONE
33939L860QDFFLEXSHARES TR$282,6370.02%5,067CommonNONE
33740U760BUFTFIRST TR EXCHNG TRADED FD VI$281,9020.02%14,317CommonNONE
38059T106GFIGOLD FIELDS LTD$281,1320.02%25,887CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$277,2740.02%5,014CommonNONE
900450206TBCHTURTLE BEACH CORP$273,1580.02%30,100CommonNONE
33740F698DJULFIRST TR EXCHNG TRADED FD VI$272,2960.02%8,010CommonNONE
921932844IVOVVANGUARD ADMIRAL FDS INC$270,4640.02%3,471CommonNONE
61945C103MOSMOSAIC CO NEW$268,5570.02%7,240CommonNONE
46434V613IUSBISHARES TR$266,0880.02%6,087CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$265,3260.02%763CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$263,2510.02%960CommonNONE
78464A888XHBSPDR SER TR$254,5950.02%3,325CommonNONE
832696405SJMSMUCKER J M CO$254,4240.02%2,070CommonNONE
26922A172ETF SER SOLUTIONS$254,2930.02%12,594CommonNONE
45782C656PSEPINNOVATOR ETFS TR$253,0440.02%7,810CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$252,0840.02%3,139CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$248,1910.02%4,916CommonNONE
46431W853COMTISHARES U S ETF TR$247,6880.02%8,497CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$246,0160.02%15,376CommonNONE
G16962105BGUSDBUNGE LIMITED$246,0010.02%2,206CommonNONE
12811P108XCHYXCALAMOS CONV & HIGH INCOME F$245,5990.02%22,007CommonNONE
33734X150FXRFIRST TR EXCHANGE TRADED FD$244,7090.01%4,261CommonNONE
37253A103THRMGENTHERM INC$244,6580.01%4,509CommonNONE
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$244,5490.01%11,546CommonNONE
26924G201HACKUSDETF MANAGERS TR$240,9200.01%4,669CommonNONE
46641Q191BBEUJ P MORGAN EXCHANGE TRADED F$239,5620.01%4,713CommonNONE
46432F396MTUMISHARES TR$238,3280.01%1,706CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$237,5770.01%7,074CommonNONE
78464A847SPMDSPDR SER TR$237,5610.01%5,425CommonNONE
37733W204GSKGSK PLC$234,7190.01%6,475CommonNONE
77543R102ROKUROKU INC$234,0060.01%3,315CommonNONE
48242W106KBRKBR INC$229,2180.01%3,889CommonNONE
46434V878ICSHISHARES TR$228,4730.01%4,535CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$227,5620.01%3,345CommonNONE
46435G102ICVTISHARES TR$227,2950.01%3,063CommonNONE
09354A100BLNKBLINK CHARGING CO$227,2690.01%74,271CommonNONE
98978V103ZTSZOETIS INC$226,4810.01%1,302CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$225,3970.01%1,516CommonNONE
46429B689EFAVISHARES TR$225,1810.01%3,453CommonNONE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DI$224,4340.01%23,800CommonNONE

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.