MondegarAI
Pinnacle Wealth Planning Services, Inc.

Q1 2025 · 13F-HR

Pinnacle Wealth Planning Services, Inc.holdings as filed

Filed 2025-05-15 · accession 0001726752-25-000004

$665.2M
Reported value
399
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92189F486FLTRVANECK IG FLOATING RATE ETF$106.1M15.9%4,151,858CommonNONE
29273V100ETENERGY TRANSFER L P LP$67.9M10.2%3,654,665CommonNONE
78468R853SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF$65.8M9.89%1,614,291CommonNONE
78464A508SPYVSPDR S&P 500 VALUE ETF$23.6M3.54%461,424CommonNONE
78464A649SPABSPDR AGGREGATE BOND ETF$19.8M2.97%773,305CommonNONE
037833100AAPLAPPLE INC$18.3M2.75%82,391CommonNONE
78464A409SPYGSPDR S&P 500 GROWTH ETF$13.7M2.06%170,783CommonNONE
594918104MSFTMICROSOFT CORP$12.7M1.91%33,873CommonNONE
67066G104NVDANVIDIA CORP$10.6M1.60%97,985CommonNONE
78464A854SPYMSPDR PORTFOLIO S&P 500 ETF$9.4M1.41%142,377CommonNONE
464288877EFVISHARES MSCI EAFE VALUE ETF$8.9M1.34%151,641CommonNONE
023135106AMZNAMAZON.COM INC$8.6M1.30%45,311CommonNONE
78470P309EMTLSPDR DBLELINE EMRG MKT FXD INCM ETF$8.6M1.29%198,516CommonNONE
30303M102METAMETA PLATFORMS INC CLASS A$6.4M0.96%11,061CommonNONE
33738D101EMLPFIRST TRUST NORTH AMERICAN ENERG ETF$6.1M0.91%161,804CommonNONE
78462F103SPYSPDR S&P 500 ETF$5.8M0.87%10,308CommonNONE
464288885EFGISHARES MSCI EAFE GROWTH ETF$5.2M0.79%52,446CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$5.2M0.79%9,818CommonNONE
464287598IWDISHARES RUSSELL 1000 VALUE ETF$4.9M0.74%26,166CommonNONE
464287465EFAISHARES MSCI EAFE ETF$4.7M0.70%57,185CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$4.5M0.68%8,004CommonNONE
46641Q878BBHYJPMORGAN BETABUILDERS USD HIGH Y ETF$4.5M0.68%97,560CommonNONE
02079K305GOOGLALPHABET INC. CLASS A$4.4M0.67%28,746CommonNONE
88160R101TSLATESLA INC$4.4M0.66%17,052CommonNONE
464287226AGGISHARES CORE US AGGREGATE BOND ETF$4.3M0.65%43,805CommonNONE
78468R861TIPXSPDR BLOOMBERG 1 10 YR TIPS ETF$4.3M0.65%225,218CommonNONE
92826C839VVISA INC CLASS A$4.2M0.64%12,071CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4.0M0.60%16,328CommonNONE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$3.6M0.54%9,863CommonNONE
78463X509SPEMSPDR INDEX SHARES EMERG MARKT ETF$3.5M0.53%89,296CommonNONE
580135101MCDMCDONALDS CORP$2.9M0.44%9,392CommonNONE
11135F101AVGOBROADCOM INC$2.8M0.42%16,883CommonNONE
25434V401DFUSDIMENSIONAL U S EQUITY ETF$2.8M0.42%46,133CommonNONE
742718109PGPROCTER & GAMBLE$2.7M0.41%16,008CommonNONE
30231G102XOMEXXON MOBIL CORP$2.7M0.41%22,905CommonNONE
02079K107GOOGALPHABET INC. CLASS C$2.7M0.41%17,428CommonNONE
532457108LLYLILLY ELI & CO$2.7M0.40%3,259CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$2.7M0.40%13,300CommonNONE
00287Y109ABBVABBVIE INC$2.6M0.39%12,236CommonNONE
464287804IJRISHARES CORE S&P SMALL-CAP ETF$2.5M0.38%24,221CommonNONE
363576109AJGARTHUR J GALLAGHER&C$2.5M0.37%7,126CommonNONE
91324P102UNHUNITEDHEALTH GRP INC$2.3M0.34%4,324CommonNONE
64110L106NFLXNETFLIX INC$2.3M0.34%2,425CommonNONE
46090E103QQQINVSC QQQ TRUST SRS 1 ETF IV$2.2M0.33%4,727CommonNONE
824348106SHWSHERWIN WILLIAMS CO$2.1M0.31%5,875CommonNONE
931142103WMTWALMART INC$2.0M0.31%23,317CommonNONE
22160K105COSTCOSTCO WHOLESALE CO$2.0M0.30%2,087CommonNONE
57636Q104MAMASTERCARD INC CLASS A$2.0M0.30%3,590CommonNONE
46137V357RSPINVSC S P 500 EQUAL WEIGHT ETF$1.9M0.29%11,195CommonNONE
874039100TSMTAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS$1.9M0.29%11,537CommonNONE
713448108PEPPEPSICO INC$1.9M0.29%12,685CommonNONE
437076102HDHOME DEPOT INC$1.8M0.27%4,906CommonNONE
803054204SAPSAP SE F SPONSORED ADR 1 ADR REPS 1 ORD SHS$1.6M0.25%6,095CommonNONE
81369Y506XLEENERGY SELECT SECTOR SPDR ETF$1.6M0.25%17,446CommonNONE
046353108AZNNASTRAZENECA PLC F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS$1.5M0.23%20,539CommonNONE
060505104BACBANK OF AMERICA CORP$1.4M0.21%34,112CommonNONE
33740F854DAUGFT CBOE VEST US EQUITY DEEP BUFF ETF$1.4M0.20%35,000CommonNONE
478160104JNJJOHNSON & JOHNSON$1.3M0.20%8,083CommonNONE
002824100ABTABBOTT LABORATORIES$1.3M0.20%10,090CommonNONE
655663102NDSNNORDSON CORP$1.3M0.20%6,600CommonNONE
97717W703DWMWISDOMTREE INTERNATIONAL EQY ETF$1.3M0.19%22,023CommonNONE
N07059210ASMLASML HOLDING N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS$1.3M0.19%1,914CommonNONE
718172109PMPHILIP MORRIS INTL$1.2M0.19%7,847CommonNONE
747525103QCOMQUALCOMM INC$1.2M0.19%8,037CommonNONE
78463V107GLDSPDR GOLD SHARES ETF$1.2M0.19%4,276CommonNONE
91201T102UGAUNITED STATES GASOLINE ETF$1.2M0.18%19,000CommonNONE
191216100KOTHE COCA-COLA CO$1.2M0.18%16,956CommonNONE
58933Y105MRKMERCK & CO. INC.$1.2M0.18%13,320CommonNONE
949746101WMT2WELLS FARGO & CO$1.2M0.18%16,428CommonNONE
00206R102TA T & T INC$1.2M0.18%41,691CommonNONE
20825C104COPCONOCOPHILLIPS$1.2M0.17%11,051CommonNONE
78409V104SPGIS&P GLOBAL INC$1.2M0.17%2,278CommonNONE
G1151C101ACNACCENTURE PLC F CLASS A$1.1M0.17%3,620CommonNONE
461202103INTUINTUIT INC$1.1M0.17%1,834CommonNONE
G54950103LINLINDE PLC F$1.1M0.17%2,401CommonNONE
464288513HYGISHARES IBOXX HIGH YIELD BOND ETF$1.1M0.17%14,065CommonNONE
743315103PGRPROGRESSIVE CO OHIO$1.1M0.17%3,907CommonNONE
68389X105ORCLORACLE CORP$1.1M0.16%7,817CommonNONE
17275R102CSCOCISCO SYSTEMS INC$1.1M0.16%17,695CommonNONE
46120E602ISRGINTUITIVE SURGICAL$1.1M0.16%2,184CommonNONE
571748102MRSHMARSH & MC LENNAN CO$1.1M0.16%4,427CommonNONE
670100205NVONOVO-NORDISK AS VORMAL F SPONSORED ADR 1 ADR REPS 1 ORD SHS$1.1M0.16%15,313CommonNONE
92206C409VCSHVGRD STC ETF DV$1.0M0.15%12,881CommonNONE
166764100CVXCHEVRON CORP$1.0M0.15%6,002CommonNONE
921937835BNDVANGUARD TOTAL BOND MARKET ETF$992,2730.15%13,510CommonNONE
701094104PHPARKER-HANNIFIN CORP$990,7960.15%1,630CommonNONE
149123101CATCATERPILLAR INC$950,1540.14%2,881CommonNONE
007903107AMDADVANCED MICRO DEVICES I$913,0500.14%8,887CommonNONE
459200101IBMIBM CORP$891,1060.13%3,584CommonNONE
883556102TMOTHERMO FISHER SCNTFC$881,4980.13%1,772CommonNONE
G29183103ETNEATON CORP PLC F$868,4970.13%3,195CommonNONE
00724F101ADBEADOBE INC$859,6830.13%2,242CommonNONE
75513E101RTXRTX CORP$844,4330.13%6,375CommonNONE
33740F698DJULFT CBOE VEST US EQY DEEP BUFFER ETF$828,7300.12%20,262CommonNONE
464287234EEMISHARES MSCI EMERGING MARKETS ETF$827,8530.12%18,944CommonNONE
369604301GEGENERAL ELECTRIC CO$822,1400.12%4,108CommonNONE
78467X109DIASPDR DOW JONES INDUSTRIAL AVRG ETF$801,9710.12%1,910CommonNONE
922908751VBVANGUARD SMALL CAP ETF IV$801,8480.12%3,616CommonNONE
92343V104VZVERIZON COMMUNICATN$792,3490.12%17,468CommonNONE
464287457SHYISHARES 1-3 YEAR TREASRY BOND ETF$780,6400.12%9,436CommonNONE
13646K108CPCANADIAN PACIFIC KANSA F$776,8390.12%11,065CommonNONE
097023105BABOEING CO$772,7620.12%4,531CommonNONE
N3167Y103RACEFERRARI N V F$765,4770.12%1,789CommonNONE
45104G104IBNICICI BANK LTD F SPONSORED ADR 1 ADR REPS 2 ORD SHS$757,9610.11%24,047CommonNONE
872590104TMUST-MOBILE US INC$750,5340.11%2,814CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$745,0660.11%10,226CommonNONE
38141G104GSGOLDMAN SACHS GROUP$740,7690.11%1,356CommonNONE
025816109AXPAMERICAN EXPRESS CO$737,1970.11%2,740CommonNONE
46429B697USMVISHARES MSCI USA MIN VOL FCTR ETF$736,9170.11%7,868CommonNONE
91913Y100VLOVALERO ENERGY CORP$731,8000.11%5,541CommonNONE
383082104GRCGORMAN RUPP CO COM$724,3940.11%20,638CommonNONE
942622200WSOWATSCO INC$723,8190.11%1,424CommonNONE
85208M102SFMSPROUTS FARMERS MARK$722,7500.11%4,735CommonNONE
33740F771DFEBFT CBOE VEST US EQUITY DEEP BFR ETF$713,6420.11%16,931CommonNONE
464288414MUBISHARES NATIONAL MUNI BOND ETF$701,4920.11%6,653CommonNONE
06738E204BCSBARCLAYS PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS$692,0910.10%45,058CommonNONE
872540109TJXTJX COMPANIES INC$691,4590.10%5,677CommonNONE
458140100INTCINTEL CORP$682,4570.10%30,051CommonNONE
464287432TLTISHARES 20 PLS YEAR TREASURY BND ETF$678,9930.10%7,459CommonNONE
921909768VXUSVANGUARD STAR FD TL INTL STK F ETF$668,1120.10%10,759CommonNONE
79466L302CRMSALESFORCE INC$667,4110.10%2,487CommonNONE
244199105DEDEERE & CO$667,1810.10%1,422CommonNONE
98978V103ZTSZOETIS INC CLASS A$667,1620.10%4,052CommonNONE
33740F557QJUNFT CBOE VEST NASDAQ 100 BUFFER ETF$662,8110.10%25,059CommonNONE
126408103CSXCSX CORP$658,3120.10%22,369CommonNONE
855244109SBUXSTARBUCKS CORP$653,5290.10%6,663CommonNONE
101137107BSXBOSTON SCIENTIFIC CO$649,2640.10%6,436CommonNONE
718546104PSXPHILLIPS 66$642,2190.10%5,201CommonNONE
81762P102NOWSERVICE NOW INC$635,3200.10%798CommonNONE
031162100AMGNAMGEN INC.$635,2500.10%2,039CommonNONE
375558103GILDGILEAD SCIENCES INC$633,1950.10%5,651CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$631,1470.09%137CommonNONE
81141R100SESEA LTD F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS$619,9580.09%4,751CommonNONE
45866F104ICEINTERCONTINENTAL EXC$615,8250.09%3,570CommonNONE
922908629VOVANGUARD INDEX FUNDS MID CAP E TF$615,2570.09%2,379CommonNONE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$615,2440.09%2,239CommonNONE
055622104BPBP PLC F SPONSORED ADR 1 ADR REPS 6 ORD SHS$610,9910.09%18,082CommonNONE
548661107LOWLOWES COMPANIES INC$608,0310.09%2,607CommonNONE
235851102DHRDANAHER CORP$593,2700.09%2,894CommonNONE
863667101SYKSTRYKER CORP$588,5270.09%1,581CommonNONE
20030N101CMCSACOMCAST CORP CLASS A$584,1640.09%15,831CommonNONE
384802104GWWWW GRAINGER INC$577,8810.09%585CommonNONE
922042742VTVANGUARD TOTAL WORLD STOCK INDEX ETF$570,5900.09%4,921CommonNONE
907818108UNPUNION PACIFIC CORP$567,2120.09%2,401CommonNONE
464288273SCZISHARES MSCI EAFE SMALL CAP ETF$562,3040.08%8,851CommonNONE
74340W103PLDPROLOGIS INC. REIT$560,5150.08%5,014CommonNONE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR ETF$558,1150.08%2,703CommonNONE
80105N105SNYSANOFI S A F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS$550,0520.08%9,918CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY F$547,8300.08%996CommonNONE
H1467J104CBCHUBB LTD F$545,9980.08%1,808CommonNONE
744320102PRUPRUDENTIAL FINL$542,8760.08%4,861CommonNONE
842587107SOSOUTHERN CO$542,6890.08%5,902CommonNONE
032654105ADIANALOG DEVICES INC$541,8870.08%2,687CommonNONE
70450Y103PYPLPAYPAL HOLDINGS INCORPOR$539,3570.08%8,266CommonNONE
464287408IVEISHARES S&P 500 VALUE ETF$537,2450.08%2,819CommonNONE
717081103PFEPFIZER INC$536,9380.08%21,189CommonNONE
46432F339QUALISHARES MSCI USA QLTY FACT ETF$533,5190.08%3,122CommonNONE
254687106DISWALT DISNEY CO$530,0240.08%5,370CommonNONE
87612E106TGTTARGET CORP$527,5010.08%5,055CommonNONE
92532F100VRTXVERTEX PHARMACEUTICA$526,5150.08%1,086CommonNONE
780259305SHELSHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS$524,6480.08%7,160CommonNONE
038222105AMATAPPLIED MATERIALS$519,8200.08%3,582CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS$501,9450.08%3,796CommonNONE
49456B101KMIKINDER MORGAN INC$499,3750.08%17,504CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL00 F SPONSORED ADR 1 ADR REPS 0.2 ORD SHS$498,4770.07%32,243CommonNONE
893641100TDGTRANSDIGM GROUP INC$497,9840.07%360CommonNONE
064058100BKBANK OF NY MELLON CO$495,3360.07%5,906CommonNONE
053015103ADPAUTO DATA PROCESSING$493,4310.07%1,615CommonNONE
59156R108METMETLIFE INC$490,6520.07%6,111CommonNONE
464285204IAUISHARES GOLD ETF$482,4110.07%8,182CommonNONE
316773100FITBFIFTH THIRD BANCORP$481,7120.07%12,289CommonNONE
33740F714DJUNFT VST US EQTY DEEP BUFR ETF$479,7900.07%11,428CommonNONE
464287622IWBISHARES RUSSELL 1000 ETF$479,1280.07%1,562CommonNONE
759530108RELXRELX PLC F SPONSORED ADR 1 ADR REPS 1 ORD SHS$468,4100.07%9,292CommonNONE
808513105SCHWCHARLES SCHWAB CORP$468,1930.07%5,981CommonNONE
000868109ACNBA C N B CORP$467,7010.07%11,363CommonNONE
871607107SNPSSYNOPSYS INC$465,7310.07%1,086CommonNONE
169656105CMGCHIPOTLE MEXICAN GRL$458,2670.07%9,127CommonNONE
50212V100LPLALPL FINL HLDGS$456,6870.07%1,396CommonNONE
03524A108BUDANHEUSER BUSCH INBEV S F SPONSORED ADR 1 ADR REPS 1 ORD SHS$454,0050.07%7,375CommonNONE
369550108GDGENERAL DYNAMICS CO$446,7590.07%1,639CommonNONE
032095101APHAMPHENOL CORP CLASS A$446,4710.07%6,807CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES IN CLASS A$438,8800.07%5,200CommonNONE
67103H107ORLYO REILLY AUTOMOTIVE$438,3690.07%306CommonNONE
94106L109WMWASTE MANAGEMENT INC$435,7020.07%1,882CommonNONE
438516106HONHONEYWELL INTL INC$427,2720.06%2,018CommonNONE
697435105PANWPALO ALTO NETWORKS$427,0270.06%2,503CommonNONE
617446448MSMORGAN STANLEY$426,7790.06%3,658CommonNONE
922908637VVVANGUARD LARGE CAP ETF$426,4130.06%1,659CommonNONE
606793404MHVIYMITSUBISHI HEAVY INDS F UNSPONSORED ADR 1 ADR REPS 2 ORD SHS$426,3370.06%12,466CommonNONE
61174X109MNSTMONSTER BEVERAGE CORPORA$422,4560.06%7,219CommonNONE
G0403H108AONAON PLC F CLASS A$421,8380.06%1,057CommonNONE
606822104MUFGMITSUBISHI U F J FINAN F SPONSORED ADR 1 ADR REPS 1 ORD SHS$419,0270.06%30,743CommonNONE
882508104TXNTEXAS INSTRUMENTS$412,0520.06%2,293CommonNONE
37045V100GMGENERAL MOTORS CO$410,9950.06%8,739CommonNONE
693475105PNCPNC FINL SERVICES$407,6990.06%2,320CommonNONE
58155Q103MCKMCKESSON CORP$405,8130.06%603CommonNONE
456837103INGING GROEP ADR REP 1 OR F SPONSORED ADR 1 ADR REPS 1 ORD SHS$405,0920.06%20,679CommonNONE
43300A203HLTHILTON WORLDWIDE HLD$400,9430.06%1,762CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC F$397,9030.06%1,181CommonNONE
988498101YUMYUM BRANDS INC$397,6660.06%2,527CommonNONE
922042775VEUVANGUARD FTSE ALL WORLD EX US ETF$395,9280.06%6,527CommonNONE
172908105CTASCINTAS CORP$394,4120.06%1,919CommonNONE
539830109LMTLOCKHEED MARTIN CORP$393,9980.06%882CommonNONE
172967424CCITIGROUP INC$392,5750.06%5,530CommonNONE
05964H105SANBANCO SANTANDER SA IAM F SPONSORED ADR 1 ADR REPS 1 ORD SHS$392,2250.06%58,541CommonNONE
21037T109CEGCONSTELLATION ENERGY COR$391,3640.06%1,941CommonNONE
110448107BTIBRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS$389,2300.06%9,409CommonNONE
81369Y605XLFSELECT SECTOR SPDR TRUST SBI I NT-FINL ETF$386,6250.06%7,762CommonNONE
81369Y308XLPSELECT SECTOR SPDR TRUST CONSU MER STAPLES INDEX$385,1560.06%4,716CommonNONE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$385,0990.06%13,773CommonNONE
217204106CPRTCOPART INC$384,1900.06%6,789CommonNONE
G5960L103MDTMEDTRONIC PLC F$380,8270.06%4,238CommonNONE
482480100KLACKLA CORP$380,6880.06%560CommonNONE
37733W204GSKGSK PLC ADR F SPONSORED ADR 1 ADR REPS 2 ORD SHS$379,4970.06%9,796CommonNONE
98138H101WDAYWORKDAY INC CLASS A$373,1810.06%1,598CommonNONE
02209S103MOALTRIA GROUP INC$371,4640.06%6,189CommonNONE
74435K204PUKPRUDENTIAL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS$370,6390.06%17,239CommonNONE
835699307SONYSONY GROUP CORP F SPONSORED ADR 1 ADR REPS 1 ORD SHS$369,8050.06%14,565CommonNONE
231021106CMICUMMINS INC$367,6650.06%1,173CommonNONE
G51502105JCIJOHNSON CONTROLS INTER F$363,7800.05%4,541CommonNONE
185899101CLFCLEVELAND-CLIFFS INC$359,7730.05%43,768CommonNONE
404280406HSBCHSBC HLDGS PLC F SPONSORED ADR 1 ADR REPS 5 ORD SHS$359,1670.05%6,254CommonNONE
615369105MCOMOODYS CORP$354,8560.05%762CommonNONE
911363109URIUNITED RENTALS INC$354,7120.05%566CommonNONE
03076C106AMPAMERIPRISE FINL$352,9160.05%729CommonNONE
496902404KGCKINROSS GOLD CORP F$349,1080.05%27,685CommonNONE
446150104HBANHUNTINGTON BANCSHS$344,6050.05%22,958CommonNONE
29444U700EQIXEQUINIX INC REIT$342,8550.05%421CommonNONE
95040Q104WELLWELLTOWER INC REIT$342,2710.05%2,234CommonNONE
97651M109WITWIPRO LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS$337,2760.05%110,221CommonNONE
26884L109EQTEQT CORP$336,9300.05%6,306CommonNONE
H42097107UBSUBS GROUP AG F$335,9500.05%10,968CommonNONE
031100100AMEAMETEK INC$332,5740.05%1,932CommonNONE
337738108FISVFISERV INC$331,4660.05%1,501CommonNONE
609207105MDLZMONDELEZ INTL CLASS A$329,8190.05%4,861CommonNONE
464288281EMBISHARES JP MORGAN USD EMERGING MARKE$327,5550.05%3,616CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB$327,3940.05%5,368CommonNONE
036752103ELVELEVANCE HEALTH INC$325,3500.05%748CommonNONE
G0450A105ACGLARCH CAP GROUP LTD F$324,2230.05%3,371CommonNONE
46138E404PCEFINVESCO CEF INCOME COMPOSITE ETF$324,0320.05%17,190CommonNONE
291011104EMREMERSON ELECTRIC CO$323,7760.05%2,953CommonNONE
23331A109DHID R HORTON CO$321,5120.05%2,529CommonNONE
256135203RDYDR REDDY S LABORATORIE F SPONSORED ADR 1 ADR REPS 1 ORD SHS$317,6280.05%24,081CommonNONE
456788108INFYINFOSYS LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS$315,8350.05%17,306CommonNONE
464287648IWOISHARES RUSSELL 2000 GROWTH ETF$315,5800.05%1,235CommonNONE
G8473T100STESTERIS PLC F$314,5900.05%1,388CommonNONE
11133T103BRBROADRIDGE FINL SOLU$313,5010.05%1,293CommonNONE
36828A101GEVGE VERNOVA INC$313,2180.05%1,026CommonNONE
127387108CDNSCADENCE DESIGN SYS$312,5720.05%1,229CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP F$311,6520.05%1,517CommonNONE
75886F107REGNREGENERON PHARMS INC$310,1380.05%489CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORP$310,0480.05%234CommonNONE
744573106PEGPUB SVC ENTERPISE GP$308,7070.05%3,751CommonNONE
052769106ADSKAUTODESK INC$308,4000.05%1,178CommonNONE
65339F101NEENEXTERA ENERGY INC$307,3080.05%4,335CommonNONE
125523100CITHE CIGNA GROUP$305,3120.05%928CommonNONE
026874784AIGAMERICAN INTL GROUP$304,9860.05%3,508CommonNONE
464287309IVWISHARES S&P 500 GROWTH ETF$304,2040.05%3,277CommonNONE
03957W106AROCARCHROCK INC$302,2590.05%11,519CommonNONE
26614N102DDDUPONT DE NEMOURS INC IA$302,2300.05%4,047CommonNONE
655844108NSCNORFOLK SOUTHERN CO$300,5630.05%1,269CommonNONE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$300,5100.05%1,549CommonNONE
571903202MARMARRIOTT INTL INC CLASS A$299,8940.05%1,259CommonNONE
464288646IGSBISHARES TR IS 1-5 YR IN GR CR BD ETF$298,5090.04%5,700CommonNONE
902973304USBU S BANCORP$295,1180.04%6,990CommonNONE
146869102CVNACARVANA CO CLASS A$293,3390.04%1,403CommonNONE
001055102AFLAFLAC INC$293,0970.04%2,636CommonNONE
981064108WFWOORI FINL GROUP INC F UNSPONSORED ADR 1 ADR REPS 3 ORD SHS$292,7090.04%8,769CommonNONE
035710839NLYANNALY CAPITAL MGMT REIT$292,3120.04%14,393CommonNONE
G4705A100ICLRICON PLC F$289,9580.04%1,657CommonNONE
776696106ROPROPER TECHNOLOGIES$288,8940.04%490CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF$288,6130.04%541CommonNONE
97717P104WTWISDOMTREE INC$287,2150.04%32,199CommonNONE
136385101CNQCANADIAN NATURAL RES F$286,5020.04%9,302CommonNONE
464287663IUSVISHARES CORE S&P US VALUE ETF$284,8990.04%3,087CommonNONE
969457100WMBWILLIAMS COS INC$283,9800.04%4,752CommonNONE
37959E102GLGLOBE LIFE INC$282,1440.04%2,142CommonNONE
56501R106MFCMANULIFE FINL F$281,7520.04%9,045CommonNONE
81589A700SEIESEI SELECT INTL EQUITY$280,3560.04%10,680CommonNONE
260557103DOWDOW INC$277,1600.04%7,937CommonNONE
654106103NKENIKE INC CLASS B$273,9160.04%4,315CommonNONE
500472303PHGKONINKLIJKE PHILIPS N F SPONSORED ADR 1 ADR REPS 1 ORD SHS$272,0090.04%10,709CommonNONE
12504L109CBRECBRE GROUP INC CLASS A$270,5840.04%2,069CommonNONE
03662Q105AKXANSYS INC$269,3930.04%851CommonNONE
88579Y101MMM3M CO$269,3410.04%1,834CommonNONE
00215W100ASXASE TECHNOLOGY HOLDING F UNSPONSORED ADR 1 ADR REPS 2 ORD SHS$269,1160.04%30,721CommonNONE
31428X106FDXFEDEX CORP$268,4020.04%1,101CommonNONE
34959E109FTNTFORTINET INC$268,2770.04%2,787CommonNONE
45783Y475EALTINNOVTR US EQTY 5 TO 15 BUFFER ETF$264,7390.04%8,611CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$263,0240.04%2,597CommonNONE
025537101AEPAMER ELECTRIC PWR CO$262,8230.04%2,405CommonNONE
33740U679GDECFT VEST US EQT MODRT BFR ETF$262,6290.04%7,932CommonNONE
620076307MSIMOTOROLA SOLUTIONS$261,8100.04%598CommonNONE
780087102RYROYAL BANK OF CANADA F$261,0600.04%2,316CommonNONE
679580100ODFLOLD DOMINION FREIGHT$259,2600.04%1,567CommonNONE
888787108TOSTTOAST INC CLASS A$258,3940.04%7,790CommonNONE
345370860FFORD MOTOR CO$257,3050.04%25,654CommonNONE
25243Q205DEODIAGEO PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS$256,0020.04%2,443CommonNONE
075887109BDXBECTON DICKINSON&CO$254,4860.04%1,111CommonNONE
14040H105COFCAPITAL ONE FC$252,4540.04%1,408CommonNONE
09260D107BXBLACKSTONE INC$248,9480.04%1,781CommonNONE
G0772R208NTBBANK OF N T BUTTERFIEL F$248,5820.04%6,387CommonNONE
912008109USFDUS FOODS HOLDING CORP$247,1770.04%3,776CommonNONE
03073E105CORCENCORA INC$243,6070.04%876CommonNONE
66987V109NVSNOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS$243,4720.04%2,184CommonNONE
40412C101HCAHCA HEALTHCARE INC$243,4400.04%705CommonNONE
911312106UPSUNITED PARCEL SRVC CLASS B$243,4080.04%2,213CommonNONE
56585A102MPCMARATHON PETE CORP$242,8650.04%1,667CommonNONE
58733R102MELIMERCADOLIBRE INC$241,9080.04%124CommonNONE
74762E102QUREQUANTA SERVICES INC$241,7250.04%951CommonNONE
46428Q109SLVISHARES SILVER TRUST ETF$240,8540.04%7,772CommonNONE
626755102MUSAMURPHY USA INC$240,0730.04%511CommonNONE
088606108BHPBHP GROUP LTD F SPONSORED ADR 1 ADR REPS 2 ORD SHS$238,2340.04%4,908CommonNONE
25278X109FANGDIAMONDBACK ENERGY$238,0610.04%1,489CommonNONE
773903109ROKROCKWELL AUTOMATION$236,4180.04%915CommonNONE
910873405UMCUNITED MICROELECTRONIC F SPONSORED ADR 1 ADR REPS 5 ORD SHS$236,0640.04%33,016CommonNONE
464287630IWNISHARES RUSSELL 2000 VALUE ETF$234,9250.04%1,556CommonNONE
629377508NRGNRG ENERGY INC$233,3040.04%2,444CommonNONE
88031M109TSTENARIS S A F SPONSORED ADR 1 ADR REPS 2 ORD SHS$232,9390.04%5,956CommonNONE
852234103XYZBLOCK INC CLASS A$232,3150.03%4,276CommonNONE
892331307TMTOYOTA MOTOR CORP F SPONSORED ADR 1 ADR REPS 10 ORD SHS$230,9010.03%1,308CommonNONE
33734K109FEXFIRST TRUST LRGE CAP CORE APADEX ETF$230,5350.03%2,250CommonNONE
33740U844XJUNFT VST US EQY EHNC MDRT BUF ETF$229,9230.03%5,974CommonNONE
22266T109CPNGCOUPANG INC CLASS A$229,1470.03%10,449CommonNONE
40637H109HALOHALOZYME THERAPEUTIC$228,9500.03%3,588CommonNONE
33735B108FNXFIRST TRUST MID CAP CRE ALPHADEX ETF$228,5310.03%2,097CommonNONE
83175M205SNNSMITH & NEPHEW GROUP P F SPONSORED ADR 1 ADR REPS 2 ORD SHS$228,1230.03%8,041CommonNONE
89151E109TTENTOTALENERGIES SE F SPONSORED ADR 1 ADR REPS 1 ORD SHS$225,6390.03%3,488CommonNONE
48241A105KBKB FINL GROUP INC F SPONSORED ADR 1 ADR REPS 1 ORD SHS$225,3140.03%4,164CommonNONE
200340107CMACOMERICA INCORPORATE$224,0740.03%3,794CommonNONE
682680103OKEONEOK INC$222,4510.03%2,242CommonNONE
45782C425UFEBINNOVATOR US EQUITY ULTRA BUFFER ETF$220,6410.03%6,812CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP F$219,9490.03%1,273CommonNONE
29977A105EVREVERCORE INC CLASS A$219,2930.03%1,098CommonNONE
04016X101ARGXARGENX SE F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS$218,9900.03%370CommonNONE
82509L107SHOPSHOPIFY INC F CLASS A$218,8400.03%2,292CommonNONE
674599105OXYOCCIDENTAL PETROL CO$218,5740.03%4,428CommonNONE
H2906T109GRMNGARMIN LTD F$218,4330.03%1,006CommonNONE
366651107ITGARTNER INC$217,4250.03%518CommonNONE
009066101ABNBAIRBNB INC CLASS A$216,7000.03%1,814CommonNONE
89417E109TRVTRAVELERS COMPANIES$216,0640.03%817CommonNONE
464287184FXIISHARES CHINA LARGE-CAP ETF$215,4340.03%6,011CommonNONE
756109104OREALTY INCOME CORP REIT$215,1590.03%3,709CommonNONE
867224107SUSUNCOR ENERGY INC F$214,8570.03%5,549CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$214,0790.03%3,477CommonNONE
143658300CCL1EURCARNIVAL CORP F$213,3850.03%10,926CommonNONE
008252108AMGAFFILIATED MANAGERS$211,7180.03%1,260CommonNONE
254709108DFSEURDISCOVER FINL S$211,4970.03%1,239CommonNONE
464288158SUBISHARES SHORT TERM NTNL MUN BND ETF$211,2000.03%2,000CommonNONE
65535H208NMRNOMURA HOLDINGS F SPONSORED ADR 1 ADR REPS 1 ORD SHS$210,1390.03%34,169CommonNONE
828806109SPGSIMON PPTY GROUP REIT$209,9250.03%1,264CommonNONE
053332102AZOAUTOZONE INC$209,7030.03%55CommonNONE
754730109RJFRAYMOND JAMES FINL$208,9210.03%1,504CommonNONE
60687Y109MFGMIZUHO FINL GROUP F SPONSORED ADR 1 ADR REPS 0.2 ORD SHS$208,1070.03%37,769CommonNONE
501044101KRKROGER CO$207,7410.03%3,069CommonNONE
760759100RSGREPUBLIC SERVICES$207,2890.03%856CommonNONE
844741108LUVSOUTHWEST AIRLINES$206,7520.03%6,157CommonNONE
247361702DALDELTA AIR LINES INC DEL$206,6200.03%4,739CommonNONE
22822V101CCICROWN CASTLE INC REIT$206,1670.03%1,978CommonNONE
81369Y209XLVSELECT SECTOR SPDR TRUST HEALT H CARE SELECT INDEX$205,8740.03%1,410CommonNONE
595112103MUMICRON TECHNOLOGY$204,1920.03%2,350CommonNONE
92345Y106VRSKVERISK ANALYTICS INC CLASS A$203,5720.03%684CommonNONE
830879102SKYWSKYWEST INC$202,6110.03%2,319CommonNONE
452308109ITWILLINOIS TOOL WORKS$201,6320.03%813CommonNONE
40415F101HDBHOUSING DEVELOPMENT FI F SPONSORED ADR 1 ADR REPS 3 ORD SHS$201,5130.03%3,033CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGI$200,2700.03%2,481CommonNONE
92556H2060VVBPARAMOUNT GLOBAL CLASS B$188,6930.03%15,777CommonNONE
G6683N103NUNU HOLDINGS LTD F CLASS A$166,6150.03%16,271CommonNONE
88034P109TMETENCENT MUSIC ENTMT GR F SPONSORED ADR 1 ADR REPS 2 ORD SHS$166,1470.02%11,530CommonNONE
639057207NWGNATWEST GROUP PLC F UNSPONSORED ADR 1 ADR REPS 2 ORD SHS$148,3560.02%12,446CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC CLASS A$148,3540.02%11,916CommonNONE
87288V101TSSITSS INC DEL$142,8700.02%18,200CommonNONE
092508100BTZBLACKROCK CREDIT ALLOCAT$139,4560.02%13,009CommonNONE
489398107KWKENNEDY WILSON HLDGS$129,6620.02%14,938CommonNONE
500631106KEPKOREA ELEC PWR CORP F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS$125,1250.02%16,886CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$115,3530.02%10,986CommonNONE
14057J101CFFNCAPITOL FED FINL INC$114,2400.02%20,400CommonNONE
900111204TKCTURKCELL ILETISIM HIZM F SPONSORED ADR 1 ADR REPS 2.5 ORD SHS$106,7660.02%17,165CommonNONE
95766R104WIWWESTERN AST INFLTN LINK$106,5790.02%12,125CommonNONE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES CORP COM$106,4200.02%14,323CommonNONE
178587101CIOCITY OFFICE R E I T INCO REIT$105,1340.02%20,257CommonNONE
G65163100JOBYJOBY AVIATION INC F CLASS A$102,0330.02%16,949CommonNONE
09058V103BCRXBIOCRYST PHARMACEUTICALS$96,8550.01%12,914CommonNONE
31447P100FENCFENNEC PHARMACEUTICALS INC COM$93,9020.01%15,419CommonNONE
75737F108RDFNREDFIN CORP$92,1830.01%10,009CommonNONE
151290889CXCEMEX SAB DE C V F SPONSORED ADR 1 ADR REPS 10 ORD SHS$82,5460.01%14,714CommonNONE
539439109LYGLLOYDS BANKING GROUP F SPONSORED ADR 1 ADR REPS 4 ORD SHS$77,7710.01%20,359CommonNONE
18885T306CLPRCLIPPER REALTY INC$75,3370.01%19,619CommonNONE
05508R106BGSB & G FOODS INC$71,6750.01%10,433CommonNONE
20441A102SBSCOMPANHIA DE SANEAMENT F SPONSORED ADR 1 ADR REPS 1 ORD SHS$53,3140.01%29,828CommonNONE
66987E206NGNOVAGOLD RES INC F$52,8580.01%18,102CommonNONE
68629Y103ONLORION OFFICE REIT INC REIT$44,3040.01%20,703CommonNONE
Y7388L103SBSAFE BULKERS INC F$41,4530.01%11,234CommonNONE
72919P202PLUGPLUG POWER INC$37,8420.01%28,031CommonNONE
59102M104MGXMETAGENOMI INC$33,4330.01%24,583CommonNONE
204409601CIGCOMPANHIA ENERGETIC F SPONSORED ADR 1 ADR REPS 1 ORD SHS$24,5260.00%13,935CommonNONE
059460303BBDBANCO BRADESCO SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS$24,1910.00%10,848CommonNONE
88688R104TLLTFTILT HLDGS INC F$5,4270.00%542,677CommonNONE

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.