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LexAurum Advisors, LLC

Q1 2026 · 13F-HR

LexAurum Advisors, LLCholdings as filed

Filed 2026-04-13 · accession 0001729677-26-000005

$771.1M
Reported value
400
Positions
2026-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
381430503GSLCGOLDMAN SACHS ETF TR$46.5M6.03%371,461CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$28.2M3.66%557,404CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$25.6M3.32%593,460CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$23.8M3.09%214,512CommonNONE
037833100AAPLAPPLE INC$20.8M2.70%82,002CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$20.7M2.68%497,767CommonNONE
72201R585PYLDPIMCO ETF TR$19.4M2.52%741,624CommonNONE
824348106SHWSHERWIN WILLIAMS CO$14.4M1.87%45,038CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$14.4M1.86%20CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14.1M1.82%29,362CommonNONE
922908769VTIVANGUARD INDEX FDS$13.5M1.75%41,978CommonNONE
478160104JNJJOHNSON & JOHNSON$13.3M1.73%54,467CommonNONE
025072356AVREAMERICAN CENTY ETF TR$12.6M1.64%286,640CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$12.2M1.59%345,284CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$11.9M1.54%383,315CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$11.0M1.42%233,494CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$10.2M1.32%355,135CommonNONE
78464A409SPYGSPDR SERIES TRUST$9.8M1.28%100,554CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$9.8M1.27%225,414CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$9.2M1.19%184,095CommonNONE
67066G104NVDANVIDIA CORPORATION$8.1M1.05%46,448CommonNONE
922908363VOOVANGUARD INDEX FDS$8.0M1.04%13,438CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$7.8M1.01%94,173CommonNONE
75526L878FEOERBB FUND TRUST$7.3M0.95%145,541CommonNONE
45784N874NNOVINNOVATOR ETFS TRUST$7.2M0.93%257,132CommonNONE
025072323AVSCAMERICAN CENTY ETF TR$6.8M0.88%109,057CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$6.8M0.88%80,199CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$6.8M0.88%83,999CommonNONE
922908744VTVVANGUARD INDEX FDS$6.6M0.86%33,836CommonNONE
464288257ACWIISHARES TR$6.4M0.83%46,401CommonNONE
594918104MSFTMICROSOFT CORP$6.4M0.83%17,252CommonNONE
023135106AMZNAMAZON COM INC$6.1M0.80%29,487CommonNONE
33738D747LQTIFIRST TR EXCHANGE-TRADED FD$6.0M0.78%307,144CommonNONE
746729508PBDCPUTNAM ETF TRUST$5.9M0.77%215,712CommonNONE
46434V621DGROISHARES TR$5.7M0.74%81,448CommonNONE
46090E103QQQINVESCO QQQ TR$5.6M0.72%9,664CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$5.0M0.64%103,731CommonNONE
664925880WCPBNORTHERN LTS FD TR II$4.9M0.63%192,909CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$4.6M0.60%41,713CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$4.5M0.59%44,050CommonNONE
33740F193QMAGFIRST TR EXCHNG TRADED FD VI$4.3M0.56%187,148CommonNONE
922908629VOVANGUARD INDEX FDS$4.3M0.56%15,015CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$4.0M0.52%76,368CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$3.9M0.50%84,717CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.8M0.50%19,939CommonNONE
921937819BIVVANGUARD BD INDEX FDS$3.8M0.49%49,062CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.4M0.44%12,554CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$3.1M0.41%55,564CommonNONE
025072125AVMCAMERICAN CENTY ETF TR$3.1M0.41%43,432CommonNONE
19260Q107COINCOINBASE GLOBAL INC$3.1M0.40%17,820CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$3.0M0.38%34,828CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$2.8M0.37%59,914CommonNONE
92647N568USVMVICTORY PORTFOLIOS II$2.8M0.36%29,569CommonNONE
02079K107GOOGALPHABET INC$2.7M0.36%9,580CommonNONE
02079K305GOOGLALPHABET INC$2.7M0.36%9,551CommonNONE
33740F318XJANFIRST TR EXCHNG TRADED FD VI$2.7M0.36%75,911CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.7M0.35%9,281CommonNONE
132061706EYLDCAMBRIA ETF TR$2.7M0.35%65,682CommonNONE
74017N105PGENPRECIGEN INC$2.7M0.35%689,413CommonNONE
060505682BAC 7.25 PERP LBANK AMERICA CORP$2.5M0.33%2,132CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$2.5M0.32%24,823CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.4M0.31%81,847CommonNONE
88160R101TSLATESLA INC$2.4M0.31%6,342CommonNONE
149123101CATCATERPILLAR INC$2.3M0.30%3,307CommonNONE
922020805VTIPVANGUARD MALVERN FDS$2.3M0.30%46,719CommonNONE
78464A854SPYMSPDR SERIES TRUST$2.3M0.29%29,612CommonNONE
532457108LLYELI LILLY & CO$2.3M0.29%2,454CommonNONE
30303M102METAMETA PLATFORMS INC$2.3M0.29%3,935CommonNONE
11135F101AVGOBROADCOM INC$2.2M0.29%7,170CommonNONE
33740U364UXAPFIRST TR EXCHNG TRADED FD VI$2.2M0.28%59,661CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$2.2M0.28%26,860CommonNONE
47103U738JEMBJANUS DETROIT STR TR$2.1M0.27%40,211CommonNONE
886364231GRNYTIDAL TRUST I$2.1M0.27%87,433CommonNONE
78464A805SPTMSPDR SERIES TRUST$2.0M0.26%25,506CommonNONE
46641Q845JPSEJ P MORGAN EXCHANGE TRADED F$2.0M0.26%37,783CommonNONE
166764100CVXCHEVRON CORPORATION$2.0M0.26%9,556CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$2.0M0.25%38,439CommonNONE
30231G102XOMEXXON MOBIL CORP$1.9M0.25%11,406CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.9M0.25%8,921CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$1.9M0.25%44,836CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.9M0.24%7,946CommonNONE
09260D107BXBLACKSTONE INC$1.9M0.24%16,312CommonNONE
464287242LQDISHARES TR$1.8M0.24%16,969CommonNONE
92189F643MOATVANECK ETF TRUST$1.8M0.23%18,498CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.8M0.23%2,705CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.7M0.22%44,833CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.7M0.22%30,690CommonNONE
464287507IJHISHARES TR$1.7M0.22%24,958CommonNONE
949746101WMT2WELLS FARGO & CO$1.6M0.21%20,465CommonNONE
464288877EFVISHARES TR$1.6M0.21%21,702CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$1.6M0.21%39,117CommonNONE
78468R788SPYDSPDR SERIES TRUST$1.6M0.21%34,931CommonNONE
58933Y105MRKMERCK & CO INC$1.6M0.21%13,205CommonNONE
872590104TMUST-MOBILE US INC$1.6M0.21%7,536CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.6M0.20%62,541CommonNONE
75513E101RTXRTX CORPORATION$1.6M0.20%8,100CommonNONE
97717X669DGRWWISDOMTREE TR$1.6M0.20%17,709CommonNONE
33740Y101FAARFIRST TR EXCHANGE TRAD FD VI$1.5M0.20%45,204CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.5M0.20%20,175CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.5M0.19%1,498CommonNONE
46428Q109SLVISHARES SILVER TR$1.5M0.19%21,693CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$1.5M0.19%13,163CommonNONE
74316P579AKREPROFESIONALLY MANAGED PORTFO$1.5M0.19%27,599CommonNONE
233051200DBEFDBX ETF TR$1.4M0.18%28,770CommonNONE
464288414MUBISHARES TR$1.4M0.18%13,350CommonNONE
931142103WMTWALMART INC$1.4M0.18%11,368CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.4M0.18%44,782CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$1.3M0.17%18,837CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$1.3M0.17%57,226CommonNONE
46432F339QUALISHARES TR$1.3M0.17%6,898CommonNONE
38748G101BARGRANITESHARES GOLD TR$1.3M0.17%28,545CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.3M0.17%20,368CommonNONE
464287440IEFISHARES TR$1.3M0.17%13,655CommonNONE
464287408IVEISHARES TR$1.3M0.17%6,143CommonNONE
19249Q103RLTYCOHEN & STEERS REAL ESTATE O$1.3M0.17%88,785CommonNONE
464287200IVVISHARES TR$1.3M0.17%1,968CommonNONE
46435G672IAGGISHARES TR$1.3M0.17%25,456CommonNONE
464287150ITOTISHARES TR$1.2M0.16%8,734CommonNONE
464289511IGLBISHARES TR$1.2M0.16%25,000CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$1.2M0.16%30,793CommonNONE
464288653TLHISHARES TR$1.2M0.16%12,042CommonNONE
46641Q209JPINJ P MORGAN EXCHANGE TRADED F$1.2M0.16%16,828CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.2M0.15%1,959CommonNONE
464287309IVWISHARES TR$1.2M0.15%10,355CommonNONE
46138E222IDMOINVESCO EXCH TRADED FD TR II$1.2M0.15%21,213CommonNONE
46641Q407JPUSJ P MORGAN EXCHANGE TRADED F$1.2M0.15%8,893CommonNONE
369604301GEGE AEROSPACE$1.2M0.15%4,071CommonNONE
46435G516ESGDISHARES TR$1.2M0.15%12,032CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1.1M0.15%20,766CommonNONE
949746804WFC 7.5 PERP LWELLS FARGO & CO$1.1M0.14%949CommonNONE
060505104BACBANK AMERICA CORP$1.1M0.14%22,461CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.14%4,466CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$1.1M0.14%18,595CommonNONE
78464A649SPABSPDR SERIES TRUST$1.1M0.14%41,606CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$1.0M0.14%34,373CommonNONE
46434V613IUSBISHARES TR$1.0M0.13%22,501CommonNONE
29273V100ETENERGY TRANSFER L P$1.0M0.13%53,547CommonNONE
46434G103IEMGISHARES INC$1.0M0.13%14,716CommonNONE
12811T530CAIQCALAMOS ETF TR$993,0180.13%41,658CommonNONE
36828A101GEVGE VERNOVA INC$954,2430.12%1,093CommonNONE
81589A700SEIESEI EXCHANGE TRADED FUNDS$952,3600.12%29,217CommonNONE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$943,8520.12%50,152CommonNONE
46434V803HEFAISHARES TR$940,8550.12%22,140CommonNONE
464288588MBBISHARES TR$939,4420.12%9,894CommonNONE
921937835BNDVANGUARD BD INDEX FDS$935,5420.12%12,704CommonNONE
69344A107PULSPGIM ETF TR$935,1050.12%18,891CommonNONE
78464A839MDYVSPDR SERIES TRUST$915,8730.12%10,756CommonNONE
742718109PGPROCTER & GAMBLE CO$910,0170.12%6,300CommonNONE
78464A821MDYGSPDR SERIES TRUST$903,8950.12%9,419CommonNONE
922908611VBRVANGUARD INDEX FDS$887,7900.12%4,086CommonNONE
654106103NKENIKE INC$884,6760.11%16,749CommonNONE
244199105DEDEERE & CO$840,3770.11%1,492CommonNONE
14021M107CGIECAPITAL GROUP INTERNATIONAL$839,7510.11%24,830CommonNONE
46641Q274JSCPJ P MORGAN EXCHANGE TRADED F$838,7240.11%17,732CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$828,7750.11%12,396CommonNONE
09631P102BPREBLUEROCK PVT REAL ESTATE FD$826,1810.11%49,740CommonNONE
04010L103ARCCARES CAPITAL CORP$822,8090.11%45,661CommonNONE
92189F635ISRAVANECK ETF TRUST$822,0010.11%13,595CommonNONE
17275R102CSCOCISCO SYS INC$812,3100.11%10,469CommonNONE
922908595VBKVANGUARD INDEX FDS$811,7590.11%2,686CommonNONE
46435G474FALNISHARES TR$790,2860.10%29,577CommonNONE
254687106DISDISNEY WALT CO$784,0620.10%8,135CommonNONE
46434G764EMXCISHARES INC$769,7700.10%9,786CommonNONE
46435G326IDEVISHARES TR$759,4840.10%9,088CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$754,0420.10%5,753CommonNONE
67092P201NULGNUSHARES ETF TR$752,9300.10%8,279CommonNONE
969457100WMBWILLIAMS COS INC$751,4770.10%10,325CommonNONE
025072281AVSUAMERICAN CENTY ETF TR$732,7530.10%9,912CommonNONE
437076102HDHOME DEPOT INC$727,9080.09%2,213CommonNONE
92537N108VRTVERTIV HOLDINGS CO$723,9520.09%2,889CommonNONE
78464A300SLYVSPDR SERIES TRUST$686,4860.09%7,258CommonNONE
46434V274INTFISHARES TR$684,7020.09%17,574CommonNONE
78464A763SDYSPDR SERIES TRUST$679,5790.09%4,657CommonNONE
746729854PULTPUTNAM ETF TRUST$675,0360.09%13,375CommonNONE
921910733ESGVVANGUARD WORLD FD$669,6390.09%5,965CommonNONE
78464A201SLYGSPDR SERIES TRUST$668,9690.09%6,924CommonNONE
78468R853SPSMSPDR SERIES TRUST$662,0560.09%13,701CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$654,7080.08%12,113CommonNONE
097023105BABOEING CO$653,2160.08%3,282CommonNONE
92826C839VVISA INC$652,9120.08%2,160CommonNONE
47804J859JHMDJOHN HANCOCK EXCHANGE TRADED$651,9470.08%15,387CommonNONE
718172109PMPHILIP MORRIS INTL INC$650,9440.08%3,937CommonNONE
82509L107SHOPSHOPIFY INC$650,1560.08%5,481CommonNONE
006212104ADXADAMS DIVERSIFIED EQUITY FD$649,8480.08%29,687CommonNONE
922907746VTEBVANGUARD MUN BD FDS$647,2230.08%12,973CommonNONE
89832Q109TFCTRUIST FINL CORP$634,3150.08%13,798CommonNONE
78463V107GLDSPDR GOLD TR$634,2470.08%1,474CommonNONE
464287606IJKISHARES TR$629,6460.08%6,258CommonNONE
718546104PSXPHILLIPS 66$627,2460.08%3,443CommonNONE
46137V456XMVMINVESCO EXCHANGE TRADED FD T$624,1220.08%9,584CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$623,0980.08%12,452CommonNONE
031100100AMEAMETEK INC$609,6400.08%2,844CommonNONE
46435G243SUSBISHARES TR$604,4970.08%24,117CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$602,1350.08%17,048CommonNONE
291011104EMREMERSON ELEC CO$600,0810.08%4,580CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$596,8230.08%24,470CommonNONE
922908736VUGVANGUARD INDEX FDS$591,4140.08%1,354CommonNONE
95123P106WTBAWEST BANCORPORATION INC$588,8690.08%24,753CommonNONE
147528103CASYCASEYS GEN STORES INC$588,0620.08%808CommonNONE
92189F791GDXJVANECK ETF TRUST$583,4260.08%4,860CommonNONE
092528603BINCBLACKROCK ETF TRUST II$579,8540.08%11,166CommonNONE
92647X863UBNDVICTORY PORTFOLIOS II$579,8430.08%26,623CommonNONE
92204A207VDCVANGUARD WORLD FD$573,2520.07%2,552CommonNONE
464287168DVYISHARES TR$571,8060.07%3,777CommonNONE
69374H881COWZPACER FDS TR$567,4530.07%9,071CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$567,3400.07%11,302CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$563,0880.07%21,961CommonNONE
92204A108VCRVANGUARD WORLD FD$562,2040.07%1,566CommonNONE
00123Q104AGNCAGNC INVT CORP$562,0660.07%56,038CommonNONE
19248C105LDPCOHEN & STEERS LTD DURATION$561,8150.07%28,133CommonNONE
92204A702VGTVANGUARD WORLD FD$560,4300.07%803CommonNONE
855244109SBUXSTARBUCKS CORP$558,9920.07%6,239CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$554,1050.07%1,196CommonNONE
H2906T109GRMNGARMIN LTD$553,7100.07%2,387CommonNONE
46131M106VGMINVESCO TR INVT GRADE MUNS$542,2620.07%54,940CommonNONE
48251W104KKRKKR & CO INC$534,6500.07%5,780CommonNONE
46132P108IIMINVESCO VALUE MUN INCOME TR$531,4350.07%43,704CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$525,1140.07%3,951CommonNONE
00287Y109ABBVABBVIE INC$522,7950.07%2,404CommonNONE
19248A109UTFCOHEN & STEERS INFRASTRUCTUR$519,1710.07%20,061CommonNONE
018802108LNTALLIANT ENERGY CORP$518,1070.07%7,220CommonNONE
46435G193SUSCISHARES TR$515,7850.07%22,292CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$513,7840.07%11,196CommonNONE
20825C104COPCONOCOPHILLIPS$512,3210.07%3,881CommonNONE
172967424CCITIGROUP INC$511,0820.07%4,507CommonNONE
464287481IWPISHARES TR$506,3000.07%3,952CommonNONE
464287655IWMISHARES TR$504,1840.07%2,033CommonNONE
025072315AVSEAMERICAN CENTY ETF TR$503,9910.07%7,571CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$501,8080.07%7,132CommonNONE
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92647N691VSMVVICTORY PORTFOLIOS II$499,7160.06%8,834CommonNONE
09789C812XTENBONDBLOXX ETF TRUST$495,1050.06%10,796CommonNONE
231021106CMICUMMINS INC$491,9120.06%914CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$489,2120.06%3,303CommonNONE
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031162100AMGNAMGEN INC$486,1580.06%1,382CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$482,1210.06%3,682CommonNONE
260557103DOWDOW HLDGS INC$479,3470.06%11,509CommonNONE
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35671D857FCXFREEPORT MCMORAN INC$472,3100.06%8,035CommonNONE
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33833Q106FPHFIVE POINT HOLDINGS LLC$444,1230.06%91,761CommonNONE
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219350105GLWCORNING INC$435,4280.06%3,202CommonNONE
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92189H805REMXVANECK ETF TRUST$391,3480.05%4,447CommonNONE
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874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$388,9800.05%1,151CommonNONE
020002101ALLALLSTATE CORP$388,9700.05%1,876CommonNONE
09257P105BTTBLACKROCK MUN TARGET TERM TR$388,1130.05%17,097CommonNONE
67092P508NUMVNUSHARES ETF TR$387,7370.05%10,001CommonNONE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$386,6590.05%3,987CommonNONE
682680103OKEONEOK INC NEW$386,4550.05%4,275CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$380,7330.05%9,583CommonNONE
68389X105ORCLORACLE CORP$379,4920.05%2,580CommonNONE
452308109ITWILLINOIS TOOL WKS INC$379,2380.05%1,457CommonNONE
92647N782CFOVICTORY PORTFOLIOS II$378,0210.05%5,098CommonNONE
81589A304SEIVSEI EXCHANGE TRADED FUNDS$377,2820.05%9,078CommonNONE
09290C780BAIBLACKROCK ETF TRUST$375,2680.05%11,389CommonNONE
038222105AMATAPPLIED MATLS INC$374,6100.05%1,096CommonNONE
81589A205SEIMSEI EXCHANGE TRADED FUNDS$372,3710.05%8,175CommonNONE
025072133AVMVAMERICAN CENTY ETF TR$371,6420.05%5,010CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$366,8330.05%15,115CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$363,3900.05%7,563CommonNONE
501044101KRKROGER CO$362,4710.05%5,009CommonNONE
19249X108PTACOHEN & STEERS TAX ADVAN PFD$361,7390.05%19,303CommonNONE
29250N105ENBENBRIDGE INC$356,6220.05%6,587CommonNONE
464288281EMBISHARES TR$354,7310.05%3,777CommonNONE
92189F106GDXVANECK ETF TRUST$353,8850.05%3,856CommonNONE
902788108UMBFUMB FINL CORP$353,7900.05%3,137CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$352,4640.05%5,811CommonNONE
126408103CSXCSX CORP$349,8060.05%8,521CommonNONE
09290C806THROBLACKROCK ETF TRUST$343,3290.04%9,479CommonNONE
464288307IMCGISHARES TR$343,1220.04%4,356CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$340,5430.04%693CommonNONE
617446448MSMORGAN STANLEY$339,1790.04%2,061CommonNONE
911312106UPSUNITED PARCEL SVCS INC$336,2310.04%3,418CommonNONE
46429B697USMVISHARES TR$335,8640.04%3,622CommonNONE
18469P209EMOCLEARBRIDGE ENERGY MIDSTREAM$335,7770.04%6,357CommonNONE
67092P607NUSCNUSHARES ETF TR$330,1000.04%7,326CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$326,0980.04%1,968CommonNONE
126650100CVSCVS HEALTH CORP$325,5290.04%4,533CommonNONE
464287630IWNISHARES TR$324,0090.04%1,709CommonNONE
697435105PANWPALO ALTO NETWORKS INC$314,3880.04%1,961CommonNONE
747525103QCOMQUALCOMM INC$311,9330.04%2,422CommonNONE
580135101MCDMCDONALDS CORP$308,6710.04%993CommonNONE
381430438GSEWGOLDMAN SACHS ETF TR$306,1160.04%3,616CommonNONE
33734X135FXOFIRST TR EXCHANGE-TRADED FD$304,0060.04%5,410CommonNONE
81589A809QALTSEI EXCHANGE TRADED FUNDS$302,2000.04%11,947CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$302,1240.04%7,984CommonNONE
49456B101KMIKINDER MORGAN INC DEL$300,4360.04%8,960CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$299,7180.04%509CommonNONE
756109104OREALTY INCOME CORP$297,7340.04%4,867CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$297,6780.04%6,330CommonNONE
369550108GDGENERAL DYNAMICS CORP$297,4560.04%867CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$296,6260.04%157CommonNONE
808524607SCHASCHWAB STRATEGIC TR$296,2100.04%10,186CommonNONE
79466L302CRMSALESFORCE INC$295,0120.04%1,580CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$291,5200.04%8,736CommonNONE
33734X192SKYYFIRST TR EXCHANGE-TRADED FD$290,7980.04%2,659CommonNONE
842587107SOSOUTHERN CO$287,1430.04%2,975CommonNONE
69374H105PTLCPACER FDS TR$284,9010.04%5,431CommonNONE
46432F842IEFAISHARES TR$284,8150.04%3,146CommonNONE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$278,9520.04%14,117CommonNONE
67092P870NUBDNUSHARES ETF TR$276,8250.04%12,464CommonNONE
14021T102CGICCAPITAL GROUP INTERNATIONAL$275,9720.04%8,335CommonNONE
464287176TIPISHARES TR$275,7110.04%2,498CommonNONE
74347X864UPROPROSHARES TR$274,6470.04%2,832CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$274,2890.04%595CommonNONE
302635206FSKFS KKR CAP CORP$271,2460.04%26,645CommonNONE
78463X871GWXSPDR INDEX SHS FDS$269,3010.03%6,377CommonNONE
695156109PKGPACKAGING CORP AMER$267,4870.03%1,260CommonNONE
464286400EWZISHARES INC$264,7960.03%6,898CommonNONE
46435U556ARTYISHARES TR$264,1510.03%5,677CommonNONE
14022A102CGMMCAPITAL GROUP EQUITY ETF TR$263,7410.03%8,983CommonNONE
345370860FFORD MTR CO$262,3440.03%22,733CommonNONE
33740F151QCOCFIRST TR EXCHNG TRADED FD VI$260,6710.03%11,854CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$260,0690.03%5,746CommonNONE
78464A383SPMBSPDR SERIES TRUST$259,1420.03%11,574CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$254,9320.03%4,161CommonNONE
773903109ROKROCKWELL AUTOMATION INC$254,8050.03%710CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$253,5590.03%908CommonNONE
67077M108NTRNUTRIEN LTD$253,0930.03%3,354CommonNONE
464287705IJJISHARES TR$252,1480.03%1,903CommonNONE
464287580IYCISHARES TR$248,1920.03%2,561CommonNONE
907818108UNPUNION PAC CORP$245,4130.03%1,012CommonNONE
33735K108FTCFIRST TR EXCHANGE-TRADED ALP$244,9330.03%1,589CommonNONE
78464A508SPYVSPDR SERIES TRUST$244,8780.03%4,328CommonNONE
92936U109WPCWP CAREY INC$244,5200.03%3,598CommonNONE
743315103PGRPROGRESSIVE CORP$244,2320.03%1,232CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$243,9530.03%3,014CommonNONE
464287622IWBISHARES TR$236,0430.03%662CommonNONE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$231,7460.03%5,449CommonNONE
26922A289UFOXETF SER SOLUTIONS$229,7330.03%3,370CommonNONE
464288760ITAISHARES TR$226,8940.03%1,037CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$224,3330.03%5,273CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$222,4230.03%2,806CommonNONE
464288802SUSAISHARES TR$222,2890.03%1,683CommonNONE
46434V100SLQDISHARES TR$220,1850.03%4,361CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$219,8010.03%563CommonNONE
72201R833MINTPIMCO ETF TR$215,8340.03%2,146CommonNONE
02156V109OKLOOKLO INC$215,4690.03%4,345CommonNONE
09263B207BKSYBLACKSKY TECHNOLOGY INC$215,3700.03%8,560CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$214,7740.03%1,091CommonNONE
609207105MDLZMONDELEZ INTL INC$213,1530.03%3,698CommonNONE
00548F105PEOADAM NAT RES FD INC$211,8080.03%7,619CommonNONE
032654105ADIANALOG DEVICES INC$211,4080.03%665CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$210,6520.03%249CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$209,7370.03%1,219CommonNONE
032797300AVXLANAVEX LIFE SCIENCES CORP$207,0720.03%67,450CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$205,8050.03%4,330CommonNONE
56585A102MPCMARATHON PETE CORP$205,3550.03%841CommonNONE
78464A631XARSPDR SERIES TRUST$204,3810.03%805CommonNONE
46435U853USHYISHARES TR$201,3580.03%5,466CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$200,2850.03%21,937CommonNONE
422347104HTLDHEARTLAND EXPRESS INC$197,6000.03%19,000CommonNONE
62913M107NGLNGL ENERGY PARTNERS LP$179,9560.02%14,595CommonNONE
389638107ETHEGRAYSCALE ETHEREUM STAKING E$178,2110.02%10,440CommonNONE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$177,9460.02%17,143CommonNONE
09248X100BBNBLACKROCK TAX MUNICPAL BD TR$170,8360.02%10,565CommonNONE
45676K103INFQINFLEQTION INC$148,1310.02%15,100CommonNONE
50155Q100KDKYNDRYL HLDGS INC$143,1130.02%10,908CommonNONE
G5279N105KLARKLARNA GROUP PLC$139,2780.02%10,640CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$127,2210.02%24,945CommonNONE
75574U101RCREADY CAPITAL CORP$121,3260.02%74,893CommonNONE
38747R629NVDGRANITESHARES ETF TR$113,1750.01%14,990CommonNONE
09662E109DSMBNY MELLON STRATEGIC MUN BD$103,5760.01%17,234CommonNONE
H8817H100RIGTRANSOCEAN LTD$77,5710.01%11,700CommonNONE
87261Y106TMCTMC THE METALS COMPANY INC$67,1170.01%14,372CommonNONE
83422N105SLDPSOLID POWER INC$33,1500.00%11,050CommonNONE
359523107FTEKFUEL TECH INC$17,2750.00%14,160CommonNONE
12564W227WY51CREATIVE MEDIA & CMNTY TR$10,1720.00%16,556CommonNONE

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.