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LexAurum Advisors, LLC

Q2 2026 · 13F-HR

LexAurum Advisors, LLCholdings as filed

Filed 2026-07-15 · accession 0001729677-26-000010

$865.8M
Reported value
423
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
381430503GSLCGOLDMAN SACHS ETF TR$51.3M5.93%361,888CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$31.4M3.62%619,993CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$27.0M3.12%590,479CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$25.8M2.98%201,207CommonNONE
037833100AAPLAPPLE INC$23.7M2.74%81,871CommonNONE
72201R585PYLDPIMCO ETF TR$21.6M2.49%813,864CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$21.3M2.46%514,015CommonNONE
824348106SHWSHERWIN WILLIAMS CO$15.5M1.79%45,045CommonNONE
922908769VTIVANGUARD INDEX FDS$15.4M1.77%41,493CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$15.0M1.73%20CommonNONE
478160104JNJJOHNSON & JOHNSON$13.9M1.60%54,557CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$13.8M1.60%27,676CommonNONE
025072356AVREAMERICAN CENTY ETF TR$13.5M1.56%285,497CommonNONE
78464A409SPYGSPDR SERIES TRUST$13.3M1.54%111,907CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$12.6M1.46%342,974CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$11.7M1.35%225,752CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$10.6M1.23%243,516CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$10.2M1.18%103,517CommonNONE
67066G104NVDANVIDIA CORPORATION$9.7M1.12%48,362CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$9.6M1.11%193,250CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$9.5M1.09%12,662CommonNONE
922908363VOOVANGUARD INDEX FDS$9.2M1.06%13,390CommonNONE
75526L878FEOERBB FUND TRUST$8.0M0.93%150,522CommonNONE
45784N874NNOVINNOVATOR ETFS TRUST$8.0M0.92%253,894CommonNONE
46090E103QQQINVESCO QQQ TR$8.0M0.92%10,819CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$7.8M0.90%25,842CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$7.7M0.88%283,090CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$7.6M0.88%78,812CommonNONE
464288257ACWIISHARES TR$7.4M0.85%47,106CommonNONE
922908744VTVVANGUARD INDEX FDS$7.4M0.85%33,798CommonNONE
023135106AMZNAMAZON COM INC$7.1M0.82%29,633CommonNONE
025072323AVSCAMERICAN CENTY ETF TR$6.8M0.79%93,329CommonNONE
594918104MSFTMICROSOFT CORP$6.6M0.77%17,790CommonNONE
46434V621DGROISHARES TR$6.5M0.75%86,080CommonNONE
664925880WCPBNORTHERN LTS FD TR II$6.4M0.74%252,249CommonNONE
746729508PBDCPUTNAM ETF TRUST$6.3M0.72%230,340CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$6.2M0.72%50,017CommonNONE
33738D747LQTIFIRST TR EXCHANGE-TRADED FD$6.1M0.71%318,457CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$5.8M0.67%119,855CommonNONE
922908629VOVANGUARD INDEX FDS$5.7M0.65%70,213CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$5.5M0.64%66,668CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$5.2M0.60%12,589CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$5.1M0.59%170,117CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.8M0.56%22,647CommonNONE
33740F193QMAGFIRST TR EXCHNG TRADED FD VI$4.7M0.55%186,913CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$4.7M0.54%26,636CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$4.5M0.52%89,452CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$4.3M0.49%78,833CommonNONE
025072125AVMCAMERICAN CENTY ETF TR$3.8M0.44%47,944CommonNONE
921937819BIVVANGUARD BD INDEX FDS$3.8M0.44%49,272CommonNONE
74017N105PGENPRECIGEN INC$3.6M0.42%638,413CommonNONE
92647N568USVMVICTORY PORTFOLIOS II$3.6M0.41%32,575CommonNONE
02079K305GOOGLALPHABET INC$3.5M0.40%9,799CommonNONE
149123101CATCATERPILLAR INC$3.5M0.40%3,274CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$3.4M0.39%38,152CommonNONE
46434G822EWJISHARES INC$3.3M0.38%35,703CommonNONE
02079K107GOOGALPHABET INC$3.3M0.38%9,387CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$3.2M0.37%56,007CommonNONE
132061706EYLDCAMBRIA ETF TR$3.0M0.35%66,986CommonNONE
46625H100JPMJPMORGAN CHASE & CO$3.0M0.35%9,218CommonNONE
88160R101TSLATESLA INC$3.0M0.34%7,038CommonNONE
532457108LLYELI LILLY & CO$3.0M0.34%2,463CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$2.9M0.34%62,248CommonNONE
33740F318XJANFIRST TR EXCHNG TRADED FD VI$2.9M0.34%75,837CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.9M0.33%85,267CommonNONE
11135F101AVGOBROADCOM INC$2.9M0.33%7,582CommonNONE
30303M102METAMETA PLATFORMS INC$2.8M0.33%5,019CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$2.8M0.32%30,366CommonNONE
060505682BAC 7.25 PERP LBANK OF AMER CORP$2.7M0.31%2,130CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$2.6M0.30%25,562CommonNONE
33740U364UXAPFIRST TR EXCHNG TRADED FD VI$2.6M0.30%60,755CommonNONE
19260Q107COINCOINBASE GLOBAL INC$2.6M0.30%17,812CommonNONE
78464A854SPYMSPDR SERIES TRUST$2.6M0.30%29,069CommonNONE
922020805VTIPVANGUARD MALVERN FDS$2.5M0.29%49,429CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$2.4M0.28%14,952CommonNONE
886364231GRNYTIDAL TRUST I$2.4M0.28%86,326CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.3M0.27%9,828CommonNONE
78464A805SPTMSPDR SERIES TRUST$2.3M0.27%25,510CommonNONE
47103U738JEMBJANUS DETROIT STR TR$2.3M0.27%43,034CommonNONE
464288414MUBISHARES TR$2.2M0.25%20,004CommonNONE
46641Q845JPSEJ P MORGAN EXCHANGE TRADED F$2.1M0.24%35,118CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$2.0M0.23%39,109CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$2.0M0.23%46,928CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.0M0.23%23,290CommonNONE
464287507IJHISHARES TR$1.9M0.22%25,226CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.9M0.22%30,729CommonNONE
464287242LQDISHARES TR$1.9M0.21%16,969CommonNONE
233051200DBEFDBX ETF TR$1.8M0.21%33,843CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$1.8M0.21%41,975CommonNONE
46641Q274JSCPJ P MORGAN EXCHANGE TRADED F$1.8M0.21%37,824CommonNONE
97717X669DGRWWISDOMTREE TR$1.7M0.20%18,011CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.7M0.20%59,310CommonNONE
58933Y105MRKMERCK & CO INC$1.7M0.20%13,291CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.7M0.20%53,333CommonNONE
464288877EFVISHARES TR$1.7M0.19%21,984CommonNONE
78468R788SPYDSPDR SERIES TRUST$1.7M0.19%34,931CommonNONE
33740Y101FAARFIRST TR EXCHANGE TRAD FD VI$1.7M0.19%52,640CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.6M0.19%49,333CommonNONE
949746101WMT2WELLS FARGO & CO$1.6M0.19%19,788CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.6M0.18%22,124CommonNONE
166764100CVXCHEVRON CORPORATION$1.6M0.18%9,460CommonNONE
09260D107BXBLACKSTONE INC$1.6M0.18%13,243CommonNONE
75513E101RTXRTX CORPORATION$1.6M0.18%8,199CommonNONE
30231G102XOMEXXON MOBIL CORP$1.5M0.18%11,247CommonNONE
464287309IVWISHARES TR$1.5M0.18%11,055CommonNONE
464287200IVVISHARES TR$1.5M0.17%1,978CommonNONE
46432F339QUALISHARES TR$1.5M0.17%6,669CommonNONE
46138E222IDMOINVESCO EXCH TRADED FD TR II$1.5M0.17%24,114CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.4M0.17%1,527CommonNONE
464287150ITOTISHARES TR$1.4M0.16%8,662CommonNONE
464287408IVEISHARES TR$1.4M0.16%6,204CommonNONE
369604301GEGE AEROSPACE$1.4M0.16%3,768CommonNONE
19249Q103RLTYCOHEN & STEERS REAL ESTATE O$1.4M0.16%88,969CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$1.4M0.16%35,128CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$1.4M0.16%29,185CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$1.4M0.16%58,542CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$1.3M0.16%38,767CommonNONE
84615Q103SPCXSPACE EXPLORATION TECHN CORP$1.3M0.15%7,677CommonNONE
74316P579AKREPROFESIONALLY MANAGED PORTFO$1.3M0.15%24,221CommonNONE
46435G672IAGGISHARES TR$1.3M0.15%25,457CommonNONE
464287440IEFISHARES TR$1.3M0.15%13,578CommonNONE
931142103WMTWALMART INC$1.3M0.15%11,313CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1.3M0.15%20,766CommonNONE
36828A101GEVGE VERNOVA INC$1.3M0.15%1,077CommonNONE
060505104BACBANK OF AMER CORP$1.3M0.15%22,207CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$1.3M0.15%18,566CommonNONE
464289511IGLBISHARES TR$1.3M0.14%25,000CommonNONE
46641Q407JPUSJ P MORGAN EXCHANGE TRADED F$1.2M0.14%8,711CommonNONE
46434G103IEMGISHARES INC$1.2M0.14%14,660CommonNONE
17275R102CSCOCISCO SYS INC$1.2M0.14%10,291CommonNONE
464288653TLHISHARES TR$1.2M0.14%12,042CommonNONE
872590104TMUST-MOBILE US INC$1.2M0.14%7,170CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.2M0.14%16,347CommonNONE
922908611VBRVANGUARD INDEX FDS$1.2M0.14%4,914CommonNONE
006212104ADXADAMS DIVERSIFIED EQUITY FD$1.2M0.14%46,383CommonNONE
922908595VBKVANGUARD INDEX FDS$1.2M0.13%3,191CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.13%4,120CommonNONE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$1.1M0.13%60,194CommonNONE
46428Q109SLVISHARES SILVER TR$1.1M0.13%21,413CommonNONE
38748G101BARGRANITESHARES GOLD TR$1.1M0.13%28,692CommonNONE
46641Q209JPINJ P MORGAN EXCHANGE TRADED F$1.1M0.13%15,651CommonNONE
12811T530CAIQCALAMOS ETF TR$1.1M0.13%41,658CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.1M0.13%968CommonNONE
46435G516ESGDISHARES TR$1.1M0.13%10,809CommonNONE
949746804WFC 7.5 PERP LWELLS FARGO & CO$1.1M0.12%935CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$1.1M0.12%19,021CommonNONE
46434V613IUSBISHARES TR$1.1M0.12%23,063CommonNONE
78464A649SPABSPDR SERIES TRUST$1.1M0.12%41,606CommonNONE
67092P201NULGNUSHARES ETF TR$1.1M0.12%9,049CommonNONE
78464A821MDYGSPDR SERIES TRUST$1.1M0.12%9,419CommonNONE
46434V803HEFAISHARES TR$1.0M0.12%22,140CommonNONE
78464A839MDYVSPDR SERIES TRUST$1.0M0.12%10,756CommonNONE
81589A700SEIESEI EXCHANGE TRADED FUNDS$1.0M0.12%28,441CommonNONE
46434G764EMXCISHARES INC$1.0M0.12%9,858CommonNONE
69344A107PULSPGIM ETF TR$999,5720.12%20,173CommonNONE
539830109LMTLOCKHEED MARTIN CORP$998,0320.12%1,959CommonNONE
244199105DEDEERE & CO$949,3890.11%1,497CommonNONE
464288588MBBISHARES TR$947,8210.11%10,028CommonNONE
14021M107CGIECAPITAL GROUP INTERNATIONAL$945,0250.11%25,694CommonNONE
025072281AVSUAMERICAN CENTY ETF TR$940,8900.11%10,629CommonNONE
742718109PGPROCTER & GAMBLE CO$919,1030.11%6,268CommonNONE
46435G326IDEVISHARES TR$918,0490.11%10,314CommonNONE
654106103NKENIKE INC$889,0000.10%21,657CommonNONE
46137V456XMVMINVESCO EXCHANGE TRADED FD T$886,2660.10%12,497CommonNONE
219350105GLWCORNING INC$852,4680.10%3,337CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$851,9870.10%12,333CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$850,5340.10%4,464CommonNONE
81589A874LENDSEI EXCHANGE TRADED FUNDS$843,2890.10%33,502CommonNONE
04010L103ARCCARES CAPITAL CORP$831,3290.10%44,864CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$821,1040.09%18,510CommonNONE
78464A201SLYGSPDR SERIES TRUST$819,1910.09%6,876CommonNONE
46435G474FALNISHARES TR$816,9840.09%29,992CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$811,5100.09%7,410CommonNONE
00123Q104AGNCAGNC INVT CORP$810,0200.09%74,314CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$803,6120.09%5,874CommonNONE
038222105AMATAPPLIED MATLS INC$798,2100.09%1,104CommonNONE
92204A702VGTVANGUARD WORLD FD$794,1060.09%6,644CommonNONE
78464A300SLYVSPDR SERIES TRUST$787,1480.09%7,214CommonNONE
464287481IWPISHARES TR$782,8520.09%5,347CommonNONE
969457100WMBWILLIAMS COS INC$774,0750.09%10,413CommonNONE
78468R853SPSMSPDR SERIES TRUST$772,2140.09%13,390CommonNONE
254687106DISDISNEY WALT CO$768,4410.09%7,984CommonNONE
46435G243SUSBISHARES TR$766,5390.09%30,674CommonNONE
92537N108VRTVERTIV HOLDINGS CO$765,7750.09%2,287CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$745,5880.09%12,491CommonNONE
92826C839VVISA INC$743,6280.09%2,167CommonNONE
00287Y109ABBVABBVIE INC$740,1610.09%2,941CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$725,8550.08%13,062CommonNONE
097023105BABOEING CO$715,8660.08%3,307CommonNONE
464287606IJKISHARES TR$708,8410.08%6,033CommonNONE
718172109PMPHILIP MORRIS INTL INC$707,9010.08%3,913CommonNONE
78464A763SDYSPDR SERIES TRUST$707,6950.08%4,650CommonNONE
291011104EMREMERSON ELEC CO$699,4410.08%4,886CommonNONE
46434V274INTFISHARES TR$696,7950.08%17,012CommonNONE
89832Q109TFCTRUIST FINL CORP$686,3530.08%13,777CommonNONE
92647X863UBNDVICTORY PORTFOLIOS II$685,2070.08%31,540CommonNONE
031100100AMEAMETEK INC$684,2060.08%2,828CommonNONE
47804J859JHMDJOHN HANCOCK EXCHANGE TRADED$683,9850.08%15,402CommonNONE
92189F643MOATVANECK ETF TRUST$674,2240.08%6,485CommonNONE
697435105PANWPALO ALTO NETWORKS INC$672,8320.08%1,973CommonNONE
46436E221EVUSISHARES TR$664,7030.08%18,932CommonNONE
95123P106WTBAWEST BANCORPORATION INC$663,0670.08%24,993CommonNONE
72201R643EMNTPIMCO ETF TR$660,1170.08%6,672CommonNONE
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172967424CCITIGROUP INC$636,4800.07%4,548CommonNONE
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808524201SCHXSCHWAB STRATEGIC TR$621,6110.07%21,122CommonNONE
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855244109SBUXSTARBUCKS CORP$615,8170.07%6,026CommonNONE
46435U556ARTYISHARES TR$615,6250.07%8,083CommonNONE
82509L107SHOPSHOPIFY INC$614,8590.07%5,385CommonNONE
031162100AMGNAMGEN INC$613,9480.07%1,695CommonNONE
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81762P102NOWSERVICENOW INC$599,0560.07%6,034CommonNONE
46131M106VGMINVESCO TR INVT GRADE MUNS$593,3420.07%55,976CommonNONE
921910733ESGVVANGUARD WORLD FD$586,8720.07%4,438CommonNONE
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88636J857DARPTIDAL TRUST II$572,2580.07%9,544CommonNONE
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69374H881COWZPACER FDS TR$564,2850.07%9,072CommonNONE
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316092600FHLCFIDELITY COVINGTON TRUST$562,9210.07%7,287CommonNONE
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437076102HDHOME DEPOT INC$555,5730.06%1,575CommonNONE
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65339F101NEENEXTERA ENERGY INC$433,4250.05%4,938CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$430,4110.05%564CommonNONE
922040845VBILVANGUARD INSTL INDEX FD$430,3920.05%5,687CommonNONE
464288307IMCGISHARES TR$428,0970.05%4,355CommonNONE
81589A205SEIMSEI EXCHANGE TRADED FUNDS$423,3150.05%7,539CommonNONE
30034W106EVRGEVERGY INC$422,9880.05%4,894CommonNONE
808513105SCHWSCHWAB CHARLES CORP$418,9520.05%4,541CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$417,8620.05%8,628CommonNONE
81589A304SEIVSEI EXCHANGE TRADED FUNDS$411,1200.05%8,565CommonNONE
52468L505LVHILEGG MASON ETF INVT$410,6400.05%10,118CommonNONE
464287721IYWISHARES TR$409,3900.05%1,623CommonNONE
09290C806THROBLACKROCK ETF TRUST$408,6400.05%9,479CommonNONE
126408103CSXCSX CORP$407,3970.05%8,571CommonNONE
74347X864UPROPROSHARES TR$403,1090.05%2,843CommonNONE
025072133AVMVAMERICAN CENTY ETF TR$401,9500.05%4,991CommonNONE
20825C104COPCONOCOPHILLIPS$401,7250.05%3,864CommonNONE
22052L104CTVACORTEVA INC$399,0410.05%4,712CommonNONE
452308109ITWILLINOIS TOOL WKS INC$395,4220.05%1,462CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$394,0470.05%6,109CommonNONE
92189H805REMXVANECK ETF TRUST$393,5720.05%4,447CommonNONE
92647N691VSMVVICTORY PORTFOLIOS II$389,8860.05%6,520CommonNONE
92647N782CFOVICTORY PORTFOLIOS II$389,5730.04%4,865CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$388,3610.04%10,423CommonNONE
713448108PEPPEPSICO INC$387,8090.04%2,864CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$385,0350.04%399CommonNONE
64110L106NFLXNETFLIX INC.$383,7750.04%5,375CommonNONE
68389X105ORCLORACLE CORP$380,1280.04%2,594CommonNONE
45259A258GRNJTIDAL TRUST III$379,7320.04%12,078CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$378,2410.04%9,583CommonNONE
464287630IWNISHARES TR$375,5980.04%1,698CommonNONE
19249X108PTACOHEN & STEERS TAX ADVAN PFD$372,1470.04%19,403CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$371,5900.04%7,234CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$369,3310.04%15,300CommonNONE
37954Y848SILGLOBAL X FDS$368,4160.04%4,756CommonNONE
46429B697USMVISHARES TR$368,0630.04%3,816CommonNONE
98149E303GLDMWORLD GOLD TR$367,7940.04%4,631CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$367,5940.04%8,684CommonNONE
682680103OKEONEOK INC NEW$366,6570.04%4,217CommonNONE
773903109ROKROCKWELL AUTOMATION INC$366,4260.04%740CommonNONE
26875P101EOGEOG RES INC$358,3140.04%2,762CommonNONE
33734X192SKYYFIRST TR EXCHANGE-TRADED FD$357,8060.04%2,659CommonNONE
29250N105ENBENBRIDGE INC$353,0170.04%6,512CommonNONE
911312106UPSUNITED PARCEL SVCS INC$350,7160.04%3,262CommonNONE
717081103PFEPFIZER INC$341,6100.04%14,186CommonNONE
33734X135FXOFIRST TR EXCHANGE-TRADED FD$338,1650.04%5,414CommonNONE
808524607SCHASCHWAB STRATEGIC TR$336,3350.04%9,309CommonNONE
26922A289UFOXETF SER SOLUTIONS$334,1760.04%3,516CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$333,1230.04%5,781CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$327,8260.04%158CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$327,6840.04%324CommonNONE
464288281EMBISHARES TR$327,1930.04%3,393CommonNONE
46578C108IEIVANHOE ELECTRIC INC$325,2990.04%33,850CommonNONE
464287705IJJISHARES TR$324,5830.04%2,197CommonNONE
381430438GSEWGOLDMAN SACHS ETF TR$323,3600.04%3,425CommonNONE
46435U663ESMLISHARES TR$322,2960.04%5,762CommonNONE
18469P209EMOCLEARBRIDGE ENERGY MIDSTREAM$318,4860.04%6,357CommonNONE
464287176TIPISHARES TR$318,4220.04%2,910CommonNONE
345370860FFORD MTR CO$315,3850.04%22,690CommonNONE
260557103DOWDOW HLDGS INC$306,3680.04%11,198CommonNONE
907818108UNPUNION PAC CORP$306,2230.04%1,126CommonNONE
81589A809QALTSEI EXCHANGE TRADED FUNDS$305,8820.04%11,524CommonNONE
369550108GDGENERAL DYNAMICS CORP$305,6480.04%863CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$305,3010.04%6,337CommonNONE
00206R102TAT&T INC$303,3390.04%14,654CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$302,3880.03%1,076CommonNONE
82846H405QXOQXO INC$298,0970.03%17,251CommonNONE
842587107SOSOUTHERN CO$295,6440.03%3,089CommonNONE
33735K108FTCFIRST TR EXCHANGE-TRADED ALP$294,3370.03%1,519CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$293,6990.03%509CommonNONE
92189F106GDXVANECK ETF TRUST$290,9510.03%3,856CommonNONE
422347104HTLDHEARTLAND EXPRESS INC$289,1800.03%19,000CommonNONE
501044101KRKROGER CO$286,8240.03%5,165CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$282,8180.03%7,694CommonNONE
78463X871GWXSPDR INDEX SHS FDS$279,0580.03%6,377CommonNONE
49456B101KMIKINDER MORGAN INC DEL$277,0850.03%8,667CommonNONE
756109104OREALTY INCOME CORP$274,8330.03%4,436CommonNONE
38747R629NVDGRANITESHARES ETF TR$273,6030.03%52,515CommonNONE
743315103PGRPROGRESSIVE CORP$271,9700.03%1,245CommonNONE
464287622IWBISHARES TR$271,0890.03%662CommonNONE
72201R833MINTPIMCO ETF TR$266,7850.03%2,646CommonNONE
580135101MCDMCDONALDS CORP$266,4710.03%986CommonNONE
46432F842IEFAISHARES TR$266,0860.03%2,755CommonNONE
78464A508SPYVSPDR SERIES TRUST$263,1600.03%4,329CommonNONE
464287580IYCISHARES TR$259,1850.03%2,564CommonNONE
032654105ADIANALOG DEVICES INC$258,7970.03%652CommonNONE
09263B207BKSYBLACKSKY TECHNOLOGY INC$258,5390.03%9,260CommonNONE
46434V100SLQDISHARES TR$258,4990.03%5,132CommonNONE
78464A383SPMBSPDR SERIES TRUST$258,2160.03%11,574CommonNONE
92936U109WPCWP CAREY INC$257,2570.03%3,598CommonNONE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$256,3920.03%5,632CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$256,3350.03%5,202CommonNONE
137221107LTCCCANARY LITECOIN ETF$255,8720.03%25,100CommonNONE
464288802SUSAISHARES TR$255,2000.03%1,654CommonNONE
695156109PKGPACKAGING CORP AMER$253,5230.03%1,064CommonNONE
464288760ITAISHARES TR$251,4480.03%1,037CommonNONE
302635206FSKFS KKR CAP CORP$250,9250.03%23,898CommonNONE
79466L302CRMSALESFORCE INC$250,3160.03%1,598CommonNONE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$248,8250.03%12,257CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$246,4230.03%3,036CommonNONE
464286400EWZISHARES INC$240,0800.03%6,959CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$239,3370.03%725CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$238,7170.03%387CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$235,8240.03%593CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$235,4630.03%948CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$233,9500.03%4,330CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$232,7330.03%8,402CommonNONE
62913M107NGLNGL ENERGY PARTNERS LP$232,4980.03%14,595CommonNONE
56585A102MPCMARATHON PETE CORP$231,6370.03%906CommonNONE
773121108RKLBROCKET LAB CORP$229,3220.03%2,256CommonNONE
02156V109OKLOOKLO INC$227,3740.03%4,345CommonNONE
14022A102CGMMCAPITAL GROUP EQUITY ETF TR$225,8120.03%6,849CommonNONE
922907746VTEBVANGUARD MUN BD FDS$223,2100.03%4,413CommonNONE
14021T102CGICCAPITAL GROUP INTERNATIONAL$222,8890.03%6,125CommonNONE
464287846IYYISHARES TR$222,3820.03%1,220CommonNONE
55336V100MPLXMPLX LP$222,3140.03%3,947CommonNONE
88579Y101MMM3M CO$221,5110.03%1,368CommonNONE
46434V282LRGFISHARES TR$221,2930.03%2,926CommonNONE
78468R606SPHYSPDR SERIES TRUST$221,2500.03%9,439CommonNONE
609207105MDLZMONDELEZ INTL INC$220,4860.03%3,812CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$220,0450.03%5,287CommonNONE
247361702DALDELTA AIR LINES INC$219,6940.03%2,346CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$218,2840.03%3,025CommonNONE
78464A631XARSPDR SERIES TRUST$217,8760.03%768CommonNONE
71425H100PVLPERMIANVILLE RTY TR$216,3200.02%128,000CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$214,1620.02%1,229CommonNONE
464288158SUBISHARES TR$212,9400.02%2,000CommonNONE
67077M108NTRNUTRIEN LTD$211,1340.02%3,354CommonNONE
02209S103MOALTRIA GROUP INC$210,9420.02%2,932CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$209,7310.02%3,949CommonNONE
770700102HOODROBINHOOD MKTS INC$208,0810.02%2,075CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$207,2260.02%5,986CommonNONE
570535104MKLMARKEL GROUP INC$207,0190.02%106CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$204,9880.02%5,044CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$204,2380.02%1,485CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$203,1100.02%405CommonNONE
33740U406DDECFIRST TR EXCHNG TRADED FD VI$202,3390.02%4,271CommonNONE
81589A106SEIQSEI EXCHANGE TRADED FUNDS$202,1730.02%5,130CommonNONE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$186,4690.02%17,641CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$183,1990.02%20,937CommonNONE
032797300AVXLANAVEX LIFE SCIENCES CORP$168,4800.02%65,050CommonNONE
45676K103INFQINFLEQTION INC$145,8540.02%10,950CommonNONE
389638107ETHEGRAYSCALE ETHEREUM STAKING E$133,2140.02%10,440CommonNONE
78574H104SOCSABLE OFFSHORE CORP$115,8080.01%37,600CommonNONE
09662E109DSMBNY MELLON STRATEGIC MUN BD$105,9890.01%17,234CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$99,3260.01%19,905CommonNONE
75574U101RCREADY CAPITAL CORP$89,4300.01%51,103CommonNONE
87261Y106TMCTMC THE METALS COMPANY INC$63,6680.01%14,372CommonNONE
H8817H100RIGTRANSOCEAN LTD$57,2130.01%11,700CommonNONE
359523107FTEKFUEL TECH INC$44,5540.01%20,160CommonNONE
83422N105SLDPSOLID POWER INC$28,6200.00%11,050CommonNONE

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.