MondegarAI
CreativeOne Wealth, LLC

Q1 2025 · 13F-HR

CreativeOne Wealth, LLCholdings as filed

Filed 2025-05-14 · accession 0001739728-25-000003

$3.34B
Reported value
1,056
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1056

CUSIPTickerIssuerValue% port.SharesClassVoting
922908744VTVVANGUARD INDEX FDS$79.8M2.39%461,845CommonNONE
78433H626NEOS ETF TRUST$78.5M2.35%3,170,575CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$75.5M2.26%1,485,894CommonNONE
037833100AAPLAPPLE INC$74.7M2.23%336,323CommonNONE
72201R775BONDPIMCO ETF TR$70.7M2.11%764,486CommonNONE
922908736VUGVANGUARD INDEX FDS$68.4M2.05%184,561CommonNONE
023135106AMZNAMAZON COM INC$58.9M1.76%309,751CommonNONE
00768Y768VEGAADVISORSHARES TR$57.9M1.73%1,345,182CommonNONE
46434V613IUSBISHARES TR$48.4M1.45%1,051,036CommonNONE
46432F339QUALISHARES TR$47.7M1.43%279,306CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$46.9M1.40%83,802CommonNONE
594918104MSFTMICROSOFT CORP$46.1M1.38%122,793CommonNONE
67066G104NVDANVIDIA CORPORATION$45.9M1.37%423,623CommonNONE
464287309IVWISHARES TR$45.6M1.36%490,839CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$39.0M1.17%800,227CommonNONE
46090E103QQQINVESCO QQQ TR$34.9M1.04%74,323CommonNONE
464287408IVEISHARES TR$34.3M1.02%179,780CommonNONE
464287200IVVISHARES TR$33.5M1.00%59,583CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$31.4M0.94%643,789CommonNONE
86280R787ESUMSTRATEGY SHS$31.0M0.93%1,314,320CommonNONE
921937827BSVVANGUARD BD INDEX FDS$30.7M0.92%392,022CommonNONE
66538H591SECTNORTHERN LTS FD TR IV$28.6M0.86%560,064CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$27.7M0.83%51,955CommonNONE
464288588MBBISHARES TR$27.2M0.81%290,478CommonNONE
464288877EFVISHARES TR$25.1M0.75%426,207CommonNONE
922908363VOOVANGUARD INDEX FDS$22.7M0.68%44,165CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$22.5M0.67%496,050CommonNONE
464288653TLHISHARES TR$22.0M0.66%212,428CommonNONE
46641Q886JPMEJ P MORGAN EXCHANGE TRADED F$22.0M0.66%219,073CommonNONE
922908751VBVANGUARD INDEX FDS$21.8M0.65%98,162CommonNONE
78464A854SPYMSPDR SER TR$21.4M0.64%324,769CommonNONE
02079K305GOOGLALPHABET INC$21.1M0.63%136,575CommonNONE
30303M102METAMETA PLATFORMS INC$20.2M0.60%35,097CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$19.3M0.58%650,179CommonNONE
092528603BINCBLACKROCK ETF TRUST II$18.8M0.56%359,654CommonNONE
464287721IYWISHARES TR$18.8M0.56%134,005CommonNONE
11135F101AVGOBROADCOM INC$18.5M0.55%110,540CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$18.4M0.55%94,870CommonNONE
464288885EFGISHARES TR$17.9M0.53%178,559CommonNONE
921937819BIVVANGUARD BD INDEX FDS$17.7M0.53%231,119CommonNONE
922908553VNQVANGUARD INDEX FDS$16.8M0.50%185,038CommonNONE
921937793BLVVANGUARD BD INDEX FDS$16.3M0.49%230,827CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$15.9M0.48%343,783CommonNONE
464285204IAUISHARES GOLD TR$15.5M0.46%263,265CommonNONE
35473P306UDIVFRANKLIN TEMPLETON ETF TR$15.5M0.46%354,027CommonNONE
66538H633IBDNORTHERN LTS FD TR IV$14.6M0.44%616,209CommonNONE
72201R585PYLDPIMCO ETF TR$14.1M0.42%536,343CommonNONE
46434G764EMXCISHARES INC$13.9M0.41%251,767CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$13.8M0.41%106,820CommonNONE
88160R101TSLATESLA INC$13.4M0.40%51,578CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$13.2M0.39%218,567CommonNONE
922908769VTIVANGUARD INDEX FDS$13.0M0.39%47,451CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$12.9M0.39%216,539CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$12.8M0.38%73,951CommonNONE
46429B697USMVISHARES TR$12.0M0.36%128,125CommonNONE
02209S103MOALTRIA GROUP INC$11.5M0.34%191,753CommonNONE
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$11.4M0.34%112,949CommonNONE
921910873MGCVANGUARD WORLD FD$11.3M0.34%56,051CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$11.0M0.33%119,058CommonNONE
26922B105MSTBETF SER SOLUTIONS$10.9M0.33%338,313CommonNONE
98888G105ZECPZACKS TRUST$10.9M0.33%362,399CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$10.9M0.33%190,370CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$10.6M0.32%682,671CommonNONE
532457108LLYELI LILLY & CO$10.5M0.32%12,755CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$10.3M0.31%227,733CommonNONE
72201R817CORPPIMCO ETF TR$10.0M0.30%103,558CommonNONE
98888G204SMIZZACKS TRUST$9.9M0.30%327,630CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$9.8M0.29%349,872CommonNONE
46436E866ISHARES TR$9.7M0.29%416,157CommonNONE
78468R101SPTSSPDR SER TR$9.7M0.29%331,656CommonNONE
464288281EMBISHARES TR$9.6M0.29%105,982CommonNONE
46434V878ICSHISHARES TR$9.3M0.28%183,564CommonNONE
98954M101ZGZILLOW GROUP INC$9.1M0.27%136,138CommonNONE
64110L106NFLXNETFLIX INC$9.1M0.27%9,757CommonNONE
464287150ITOTISHARES TR$8.9M0.27%73,207CommonNONE
46429B655FLOTISHARES TR$8.9M0.27%174,764CommonNONE
00287Y109ABBVABBVIE INC$8.8M0.26%42,217CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$8.6M0.26%35,374CommonNONE
464287101OEFISHARES TR$8.6M0.26%31,710CommonNONE
437076102HDHOME DEPOT INC$8.3M0.25%22,626CommonNONE
78463V107GLDSPDR GOLD TR$8.2M0.25%28,479CommonNONE
92826C839VVISA INC$8.0M0.24%22,953CommonNONE
742718109PGPROCTER AND GAMBLE CO$8.0M0.24%47,096CommonNONE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$8.0M0.24%183,673CommonNONE
78468R812QUSSPDR SER TR$8.0M0.24%50,859CommonNONE
931142103WMTWALMART INC$7.8M0.23%88,722CommonNONE
233051200DBEFDBX ETF TR$7.5M0.22%173,297CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$7.5M0.22%7,900CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$7.5M0.22%226,418CommonNONE
92189F676SMHVANECK ETF TRUST$7.4M0.22%35,111CommonNONE
713448108PEPPEPSICO INC$7.3M0.22%48,675CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$7.3M0.22%160,424CommonNONE
33740U208FJULFIRST TR EXCHNG TRADED FD VI$7.3M0.22%152,526CommonNONE
369604301GEGE AEROSPACE$7.2M0.22%36,082CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$7.2M0.21%29,305CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$7.2M0.21%28,866CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7.1M0.21%84,384CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$7.0M0.21%223,733CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$7.0M0.21%279,979CommonNONE
166764100CVXCHEVRON CORP NEW$7.0M0.21%41,643CommonNONE
90470L444OAIMUNIFIED SER TR$7.0M0.21%207,993CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$6.8M0.20%252,415CommonNONE
78464A474SPSBSPDR SER TR$6.7M0.20%222,625CommonNONE
86280R811ELCVSTRATEGY SHS$6.5M0.20%262,564CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$6.5M0.20%12,476CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$6.5M0.20%268,329CommonNONE
210322202SOVFELEVATION SERIES TRUST$6.5M0.19%218,129CommonNONE
33738R308FTHIFIRST TR EXCHANGE-TRADED FD$6.5M0.19%296,207CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$6.5M0.19%258,289CommonNONE
47103U845JAAAJANUS DETROIT STR TR$6.4M0.19%127,089CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$6.4M0.19%258,414CommonNONE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$6.4M0.19%131,595CommonNONE
30231G102XOMEXXON MOBIL CORP$6.4M0.19%53,486CommonNONE
33939L779MBSDFLEXSHARES TR$6.2M0.19%301,567CommonNONE
57636Q104MAMASTERCARD INCORPORATED$6.2M0.19%11,338CommonNONE
46435G326IDEVISHARES TR$6.0M0.18%87,769CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$6.0M0.18%165,902CommonNONE
461202103INTUINTUIT$6.0M0.18%9,692CommonNONE
58155Q103MCKMCKESSON CORP$5.9M0.18%8,725CommonNONE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$5.8M0.17%117,176CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$5.8M0.17%131,517CommonNONE
478160104JNJJOHNSON & JOHNSON$5.7M0.17%34,658CommonNONE
33740F714DJUNFIRST TR EXCHNG TRADED FD VI$5.7M0.17%136,525CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$5.7M0.17%135,021CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$5.6M0.17%136,343CommonNONE
718172109PMPHILIP MORRIS INTL INC$5.6M0.17%35,281CommonNONE
464287465EFAISHARES TR$5.5M0.17%67,905CommonNONE
97717Y527USFRWISDOMTREE TR$5.3M0.16%105,948CommonNONE
66538H641ISMDNORTHERN LTS FD TR IV$5.2M0.16%152,768CommonNONE
244199105DEDEERE & CO$5.2M0.16%11,101CommonNONE
464287226AGGISHARES TR$5.2M0.16%52,537CommonNONE
464287432TLTISHARES TR$5.1M0.15%56,159CommonNONE
887432342TPSCTIMOTHY PLAN$5.1M0.15%136,614CommonNONE
78470P408XLSRSSGA ACTIVE TR$5.0M0.15%98,968CommonNONE
46429B291QLTAISHARES TR$5.0M0.15%104,915CommonNONE
464287481IWPISHARES TR$5.0M0.15%42,413CommonNONE
17275R102CSCOCISCO SYS INC$4.9M0.15%79,421CommonNONE
46435G102ICVTISHARES TR$4.9M0.15%58,213CommonNONE
02079K107GOOGALPHABET INC$4.8M0.14%31,013CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$4.8M0.14%101,075CommonNONE
464288661IEIISHARES TR$4.8M0.14%40,262CommonNONE
92204A702VGTVANGUARD WORLD FD$4.7M0.14%8,642CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$4.7M0.14%11,097CommonNONE
69374H881COWZPACER FDS TR$4.6M0.14%84,848CommonNONE
922020748VCRBVANGUARD MALVERN FDS$4.6M0.14%59,848CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$4.6M0.14%62,240CommonNONE
031162100AMGNAMGEN INC$4.6M0.14%14,738CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$4.6M0.14%119,314CommonNONE
464287614IWFISHARES TR$4.6M0.14%12,699CommonNONE
46435G524IGROISHARES TR$4.6M0.14%63,240CommonNONE
717081103PFEPFIZER INC$4.5M0.14%178,513CommonNONE
46434V407SHYGISHARES TR$4.5M0.14%106,237CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$4.5M0.13%48,710CommonNONE
464287655IWMISHARES TR$4.5M0.13%22,424CommonNONE
464288414MUBISHARES TR$4.5M0.13%42,394CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$4.4M0.13%47,388CommonNONE
464287507IJHISHARES TR$4.3M0.13%73,571CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$4.3M0.13%46,328CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$4.3M0.13%56,350CommonNONE
697435105PANWPALO ALTO NETWORKS INC$4.3M0.13%24,970CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$4.2M0.13%107,791CommonNONE
464288679SHVISHARES TR$4.2M0.13%38,340CommonNONE
46429B267GOVTISHARES TR$4.2M0.12%181,535CommonNONE
98149E303GLDMWORLD GOLD TR$4.1M0.12%66,975CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$4.1M0.12%19,861CommonNONE
46434V860TFLOISHARES TR$4.1M0.12%80,773CommonNONE
907818108UNPUNION PAC CORP$4.0M0.12%17,098CommonNONE
46435U853USHYISHARES TR$4.0M0.12%108,398CommonNONE
824348106SHWSHERWIN WILLIAMS CO$4.0M0.12%11,412CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$4.0M0.12%68,012CommonNONE
191216100KOCOCA COLA CO$3.9M0.12%53,810CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$3.8M0.11%59,933CommonNONE
00206R102TAT&T INC$3.8M0.11%134,306CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$3.8M0.11%6,939CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$3.8M0.11%46,033CommonNONE
922908611VBRVANGUARD INDEX FDS$3.7M0.11%19,736CommonNONE
46429B747STIPISHARES TR$3.7M0.11%35,296CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$3.6M0.11%93,739CommonNONE
46138E693PFIGINVESCO EXCH TRADED FD TR II$3.6M0.11%152,569CommonNONE
038222105AMATAPPLIED MATLS INC$3.6M0.11%24,833CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$3.6M0.11%134,882CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$3.6M0.11%75,554CommonNONE
92204A504VHTVANGUARD WORLD FD$3.6M0.11%13,414CommonNONE
72201R783HYSPIMCO ETF TR$3.5M0.11%37,762CommonNONE
98888G808GROZZACKS TRUST$3.5M0.10%157,030CommonNONE
04010L103ARCCARES CAPITAL CORP$3.5M0.10%157,906CommonNONE
025816109AXPAMERICAN EXPRESS CO$3.5M0.10%12,935CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3.5M0.10%69,338CommonNONE
58933Y105MRKMERCK & CO INC$3.5M0.10%38,451CommonNONE
060505104BACBANK AMERICA CORP$3.4M0.10%82,413CommonNONE
172908105CTASCINTAS CORP$3.4M0.10%16,643CommonNONE
580135101MCDMCDONALDS CORP$3.4M0.10%10,906CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$3.4M0.10%36,802CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$3.4M0.10%6,363CommonNONE
46432F834IXUSISHARES TR$3.4M0.10%48,287CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$3.4M0.10%56,282CommonNONE
375558103GILDGILEAD SCIENCES INC$3.3M0.10%29,531CommonNONE
464289479ILTBISHARES TR$3.3M0.10%66,161CommonNONE
33740F490LALTFIRST TR EXCHNG TRADED FD VI$3.3M0.10%155,656CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$3.3M0.10%19,778CommonNONE
78464A664SPTLSPDR SER TR$3.3M0.10%119,906CommonNONE
46435G425ESGUISHARES TR$3.3M0.10%26,752CommonNONE
925652109VICIVICI PPTYS INC$3.3M0.10%99,819CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.2M0.10%6,525CommonNONE
49456B101KMIKINDER MORGAN INC DEL$3.2M0.10%112,375CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.2M0.10%4CommonNONE
09260D107BXBLACKSTONE INC$3.2M0.10%22,763CommonNONE
464287457SHYISHARES TR$3.2M0.09%38,280CommonNONE
75513E101RTXRTX CORPORATION$3.1M0.09%23,492CommonNONE
79466L302CRMSALESFORCE INC$3.1M0.09%11,391CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$3.0M0.09%72,868CommonNONE
149123101CATCATERPILLAR INC$3.0M0.09%9,192CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$3.0M0.09%42,937CommonNONE
00724F101ADBEADOBE INC$3.0M0.09%7,845CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$3.0M0.09%50,937CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$3.0M0.09%74,001CommonNONE
617446448MSMORGAN STANLEY$3.0M0.09%25,478CommonNONE
37954Y475XYLDGLOBAL X FDS$3.0M0.09%74,919CommonNONE
46137V506PFMINVESCO EXCHANGE TRADED FD T$2.9M0.09%63,466CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.9M0.09%5,983CommonNONE
704326107PAYXPAYCHEX INC$2.9M0.09%18,800CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.9M0.09%19,846CommonNONE
921937835BNDVANGUARD BD INDEX FDS$2.9M0.09%39,357CommonNONE
756109104OREALTY INCOME CORP$2.9M0.09%49,824CommonNONE
040413205ANETARISTA NETWORKS INC$2.9M0.09%37,302CommonNONE
46654Q740JGLOJ P MORGAN EXCHANGE TRADED F$2.9M0.09%48,802CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$2.9M0.09%34,571CommonNONE
72201R833MINTPIMCO ETF TR$2.9M0.09%28,459CommonNONE
548661107LOWLOWES COS INC$2.8M0.09%12,211CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$2.8M0.08%56,481CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$2.8M0.08%29,046CommonNONE
615369105MCOMOODYS CORP$2.8M0.08%6,007CommonNONE
20825C104COPCONOCOPHILLIPS$2.8M0.08%26,495CommonNONE
464287242LQDISHARES TR$2.8M0.08%25,464CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$2.8M0.08%5,387CommonNONE
68389X105ORCLORACLE CORP$2.7M0.08%19,577CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$2.7M0.08%62,044CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.7M0.08%8,945CommonNONE
46434G103IEMGISHARES INC$2.7M0.08%50,371CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$2.7M0.08%5,472CommonNONE
464289438IWYISHARES TR$2.7M0.08%12,731CommonNONE
16411R208LNGCHENIERE ENERGY INC$2.7M0.08%11,604CommonNONE
66538H179BUYWNORTHERN LTS FD TR IV$2.7M0.08%194,417CommonNONE
78468R663BILSPDR SER TR$2.7M0.08%29,080CommonNONE
464287804IJRISHARES TR$2.7M0.08%25,461CommonNONE
98978V103ZTSZOETIS INC$2.6M0.08%16,053CommonNONE
260557103DOWDOW INC$2.6M0.08%75,382CommonNONE
78464A409SPYGSPDR SER TR$2.6M0.08%32,295CommonNONE
46435G250HYDBISHARES TR$2.6M0.08%54,766CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$2.5M0.08%42,928CommonNONE
464288687PFFISHARES TR$2.5M0.08%82,954CommonNONE
674599105OXYOCCIDENTAL PETE CORP$2.5M0.08%51,488CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$2.5M0.08%31,453CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.5M0.08%31,848CommonNONE
05464C101AXONAXON ENTERPRISE INC$2.5M0.07%4,748CommonNONE
77664L207ROOTROOT INC$2.5M0.07%18,706CommonNONE
929740108WABWABTEC$2.5M0.07%13,711CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$2.5M0.07%107,021CommonNONE
65339F101NEENEXTERA ENERGY INC$2.5M0.07%34,726CommonNONE
370334104GISGENERAL MLS INC$2.4M0.07%40,966CommonNONE
88579Y101MMM3M CO$2.4M0.07%16,665CommonNONE
25434V625DCORDIMENSIONAL ETF TRUST$2.4M0.07%39,360CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2.4M0.07%18,364CommonNONE
92189F411BIZDVANECK ETF TRUST$2.4M0.07%142,938CommonNONE
92189F601NLRVANECK ETF TRUST$2.4M0.07%32,224CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.3M0.07%6,654CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$2.3M0.07%25,568CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$2.3M0.07%40,358CommonNONE
12572Q105CMECME GROUP INC$2.3M0.07%8,748CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$2.3M0.07%36,426CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$2.3M0.07%69,181CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$2.3M0.07%167,996CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$2.3M0.07%35,571CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$2.2M0.07%86,600CommonNONE
589889104MMSIMERIT MED SYS INC$2.2M0.07%20,953CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$2.2M0.07%53,362CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$2.2M0.07%45,572CommonNONE
55354G100MSCIMSCI INC$2.2M0.07%3,881CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.2M0.07%4,887CommonNONE
921909768VXUSVANGUARD STAR FDS$2.2M0.07%35,002CommonNONE
902973304USBUS BANCORP DEL$2.2M0.06%51,068CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$2.1M0.06%11,137CommonNONE
46641Q373BBINJ P MORGAN EXCHANGE TRADED F$2.1M0.06%34,888CommonNONE
35473P108DIVIFRANKLIN TEMPLETON ETF TR$2.1M0.06%65,637CommonNONE
37954Y673PAVEGLOBAL X FDS$2.1M0.06%56,557CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.1M0.06%1,486CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2.1M0.06%14,807CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2.1M0.06%12,692CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2.1M0.06%20,379CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$2.1M0.06%13,071CommonNONE
92189F643MOATVANECK ETF TRUST$2.1M0.06%23,696CommonNONE
464287630IWNISHARES TR$2.1M0.06%13,772CommonNONE
464287440IEFISHARES TR$2.1M0.06%21,761CommonNONE
37954Y483QYLDGLOBAL X FDS$2.1M0.06%124,504CommonNONE
842587107SOSOUTHERN CO$2.1M0.06%22,442CommonNONE
46641Q878BBHYJ P MORGAN EXCHANGE TRADED F$2.1M0.06%44,786CommonNONE
74255Y870USMCPRINCIPAL EXCHANGE TRADED FD$2.1M0.06%36,277CommonNONE
464287648IWOISHARES TR$2.1M0.06%8,055CommonNONE
140501107CSWCCAPITAL SOUTHWEST CORP$2.1M0.06%92,019CommonNONE
756158101UTGREAVES UTIL INCOME FD$2.1M0.06%63,053CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$2.1M0.06%23,517CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$2.0M0.06%27,404CommonNONE
922908629VOVANGUARD INDEX FDS$2.0M0.06%7,855CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$2.0M0.06%102,679CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$2.0M0.06%50,363CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.0M0.06%32,748CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$2.0M0.06%51,994CommonNONE
882508104TXNTEXAS INSTRS INC$2.0M0.06%11,095CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$2.0M0.06%27,307CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$2.0M0.06%24,059CommonNONE
002824100ABTABBOTT LABS$2.0M0.06%14,756CommonNONE
37954Y715BOTZGLOBAL X FDS$1.9M0.06%68,512CommonNONE
337738108FISVFISERV INC$1.9M0.06%8,722CommonNONE
969457100WMBWILLIAMS COS INC$1.9M0.06%32,088CommonNONE
45783Y756BUFBINNOVATOR ETFS TRUST$1.9M0.06%61,031CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$1.9M0.06%3,271CommonNONE
682680103OKEONEOK INC NEW$1.9M0.06%18,879CommonNONE
78470P507FISRSSGA ACTIVE TR$1.9M0.06%71,855CommonNONE
654106103NKENIKE INC$1.9M0.06%29,247CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.9M0.06%37,403CommonNONE
34959E109FTNTFORTINET INC$1.9M0.06%19,257CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.8M0.06%400CommonNONE
92206C573VTCVANGUARD SCOTTSDALE FDS$1.8M0.05%23,944CommonNONE
95040Q104WELLWELLTOWER INC$1.8M0.05%11,986CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$1.8M0.05%41,412CommonNONE
345370860FFORD MTR CO$1.8M0.05%180,322CommonNONE
78464A847SPMDSPDR SER TR$1.8M0.05%35,090CommonNONE
N07059210ASMLASML HOLDING N V$1.8M0.05%2,663CommonNONE
744320102PRUPRUDENTIAL FINL INC$1.7M0.05%15,595CommonNONE
26875P101EOGEOG RES INC$1.7M0.05%13,541CommonNONE
25434V583DFGPDIMENSIONAL ETF TRUST$1.7M0.05%32,476CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.7M0.05%5,523CommonNONE
464289446IWLISHARES TR$1.7M0.05%12,349CommonNONE
37954Y236DTCRGLOBAL X FDS$1.7M0.05%103,896CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$1.7M0.05%69,704CommonNONE
427866108HSYHERSHEY CO$1.7M0.05%9,794CommonNONE
72201R718LDURPIMCO ETF TR$1.7M0.05%17,354CommonNONE
72201R866MUNIPIMCO ETF TR$1.7M0.05%32,279CommonNONE
863667101SYKSTRYKER CORPORATION$1.7M0.05%4,465CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$1.7M0.05%40,133CommonNONE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$1.7M0.05%44,957CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$1.7M0.05%35,857CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$1.6M0.05%27,108CommonNONE
G0250X107AMCRAMCOR PLC$1.6M0.05%168,712CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.6M0.05%14,875CommonNONE
464287168DVYISHARES TR$1.6M0.05%12,142CommonNONE
482480100KLACKLA CORP$1.6M0.05%2,393CommonNONE
747525103QCOMQUALCOMM INC$1.6M0.05%10,508CommonNONE
46434V621DGROISHARES TR$1.6M0.05%26,017CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.6M0.05%47,080CommonNONE
942622200WSOWATSCO INC$1.6M0.05%3,157CommonNONE
37954Y657PFFDGLOBAL X FDS$1.6M0.05%83,762CommonNONE
69374H303PTNQPACER FDS TR$1.6M0.05%22,322CommonNONE
46641Q209JPINJ P MORGAN EXCHANGE TRADED F$1.6M0.05%27,660CommonNONE
03073E105CORCENCORA INC$1.6M0.05%5,645CommonNONE
516544103LNTHLANTHEUS HLDGS INC$1.6M0.05%16,080CommonNONE
09174C104BITBBITWISE BITCOIN ETF TR$1.6M0.05%34,848CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.6M0.05%4,210CommonNONE
46436E320HYGWISHARES TR$1.5M0.05%48,958CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.5M0.05%6,025CommonNONE
440452100HRLHORMEL FOODS CORP$1.5M0.05%49,497CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$1.5M0.05%58,133CommonNONE
609207105MDLZMONDELEZ INTL INC$1.5M0.05%22,409CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$1.5M0.05%42,359CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$1.5M0.05%23,665CommonNONE
969904101WSMWILLIAMS SONOMA INC$1.5M0.05%9,519CommonNONE
33740Y101FAARFIRST TR EXCHANGE TRAD FD VI$1.5M0.04%51,878CommonNONE
921078101OUNZVANECK MERK GOLD ETF$1.5M0.04%49,616CommonNONE
808524698SCHISCHWAB STRATEGIC TR$1.5M0.04%66,571CommonNONE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$1.5M0.04%29,796CommonNONE
33739G103FMFFIRST TR EXCHANGE-TRADED FD$1.5M0.04%32,246CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.5M0.04%8,817CommonNONE
922020805VTIPVANGUARD MALVERN FDS$1.5M0.04%29,261CommonNONE
871607107SNPSSYNOPSYS INC$1.5M0.04%3,388CommonNONE
45784P101PODDINSULET CORP$1.5M0.04%5,532CommonNONE
37954Y392HEROGLOBAL X FDS$1.5M0.04%58,188CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.5M0.04%7,348CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.4M0.04%17,058CommonNONE
464287606IJKISHARES TR$1.4M0.04%17,374CommonNONE
988498101YUMYUM BRANDS INC$1.4M0.04%9,177CommonNONE
45782C334NAPRINNOVATOR ETFS TRUST$1.4M0.04%30,233CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$1.4M0.04%26,985CommonNONE
68404L201OPCHOPTION CARE HEALTH INC$1.4M0.04%40,849CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$1.4M0.04%16,576CommonNONE
911363109URIUNITED RENTALS INC$1.4M0.04%2,272CommonNONE
855244109SBUXSTARBUCKS CORP$1.4M0.04%14,499CommonNONE
78468R440CERYSPDR SER TR$1.4M0.04%50,960CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1.4M0.04%17,898CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$1.4M0.04%11,291CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$1.4M0.04%50,215CommonNONE
020002101ALLALLSTATE CORP$1.4M0.04%6,729CommonNONE
78464A805SPTMSPDR SER TR$1.4M0.04%20,245CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.4M0.04%15,842CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.4M0.04%14,620CommonNONE
872540109TJXTJX COS INC NEW$1.4M0.04%11,219CommonNONE
37954Y814FINXGLOBAL X FDS$1.4M0.04%49,099CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.4M0.04%11,078CommonNONE
23331A109DHID R HORTON INC$1.3M0.04%10,569CommonNONE
88033G407THCTENET HEALTHCARE CORP$1.3M0.04%9,945CommonNONE
74347X831TQQQPROSHARES TR$1.3M0.04%23,212CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$1.3M0.04%39,659CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$1.3M0.04%33,040CommonNONE
78468R622JNKSPDR SER TR$1.3M0.04%13,828CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$1.3M0.04%34,787CommonNONE
37954Y764MILNGLOBAL X FDS$1.3M0.04%30,173CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$1.3M0.04%17,613CommonNONE
46432F396MTUMISHARES TR$1.3M0.04%6,382CommonNONE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$1.3M0.04%89,953CommonNONE
66538H278TMATNORTHERN LTS FD TR IV$1.3M0.04%72,395CommonNONE
G5960L103MDTMEDTRONIC PLC$1.3M0.04%14,110CommonNONE
46428Q109SLVISHARES SILVER TR$1.3M0.04%40,661CommonNONE
126408103CSXCSX CORP$1.3M0.04%42,758CommonNONE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$1.3M0.04%34,038CommonNONE
364760108GAPGAP INC$1.3M0.04%60,659CommonNONE
172967424CCITIGROUP INC$1.2M0.04%17,568CommonNONE
05329W102ANAUTONATION INC$1.2M0.04%7,687CommonNONE
03831W108APPAPPLOVIN CORP$1.2M0.04%4,684CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.2M0.04%26,478CommonNONE
053807103AVTAVNET INC$1.2M0.04%25,653CommonNONE
464287176TIPISHARES TR$1.2M0.04%11,047CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$1.2M0.04%5,416CommonNONE
464287598IWDISHARES TR$1.2M0.04%6,480CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1.2M0.04%11,152CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$1.2M0.04%5,929CommonNONE
82509L107SHOPSHOPIFY INC$1.2M0.04%12,704CommonNONE
97717Y477QGRWWISDOMTREE TR$1.2M0.04%27,450CommonNONE
46432F842IEFAISHARES TR$1.2M0.04%15,813CommonNONE
78464A375SPIBSPDR SER TR$1.2M0.04%35,847CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$1.2M0.04%8,653CommonNONE
Y2573F102FLEXFLEX LTD$1.2M0.04%35,654CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$1.2M0.03%3,811CommonNONE
127097103CTRACOTERRA ENERGY INC$1.2M0.03%40,088CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$1.2M0.03%48,833CommonNONE
92204A405VFHVANGUARD WORLD FD$1.2M0.03%9,689CommonNONE
37960A438CLIPGLOBAL X FDS$1.2M0.03%11,514CommonNONE
466313103JBLJABIL INC$1.2M0.03%8,497CommonNONE
78463X103SPEUSPDR INDEX SHS FDS$1.1M0.03%26,045CommonNONE
889478103TOLTOLL BROTHERS INC$1.1M0.03%10,812CommonNONE
844741108LUVSOUTHWEST AIRLS CO$1.1M0.03%33,910CommonNONE
46137V787PBEINVESCO EXCHANGE TRADED FD T$1.1M0.03%17,899CommonNONE
833034101SNASNAP ON INC$1.1M0.03%3,364CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.1M0.03%21,856CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$1.1M0.03%17,656CommonNONE
254687106DISDISNEY WALT CO$1.1M0.03%11,365CommonNONE
45337C102INCYINCYTE CORP$1.1M0.03%18,502CommonNONE
46435U861DIVBISHARES TR$1.1M0.03%22,961CommonNONE
46438G588SMAXISHARES TR$1.1M0.03%44,381CommonNONE
594972408MSTRMICROSTRATEGY INC$1.1M0.03%3,846CommonNONE
25459W862SPXLDIREXION SHS ETF TR$1.1M0.03%7,881CommonNONE
94106L109WMWASTE MGMT INC DEL$1.1M0.03%4,755CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$1.1M0.03%30,860CommonNONE
09290C509LCTUBLACKROCK ETF TRUST$1.1M0.03%18,131CommonNONE
46432F388VLUEISHARES TR$1.1M0.03%10,291CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$1.1M0.03%11,828CommonNONE
35137L105FOXAFOX CORP$1.1M0.03%19,299CommonNONE
830566105SKAASKECHERS U S A INC$1.1M0.03%19,111CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$1.1M0.03%6,409CommonNONE
536797103LADLITHIA MTRS INC$1.1M0.03%3,682CommonNONE
92204A207VDCVANGUARD WORLD FD$1.1M0.03%4,923CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.1M0.03%14,951CommonNONE
78468R853SPSMSPDR SER TR$1.1M0.03%26,331CommonNONE
92189H409HYDVANECK ETF TRUST$1.1M0.03%20,960CommonNONE
872590104TMUST-MOBILE US INC$1.1M0.03%4,014CommonNONE
72201R635MINOPIMCO ETF TR$1.1M0.03%23,852CommonNONE
00162Q205EQLALPS ETF TR$1.1M0.03%8,446CommonNONE
46434G863ESGEISHARES INC$1.1M0.03%30,399CommonNONE
464287234EEMISHARES TR$1.1M0.03%24,308CommonNONE
92189F536MLNVANECK ETF TRUST$1.1M0.03%60,995CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$1.1M0.03%9,585CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.1M0.03%21,000CommonNONE
205887102CAGCONAGRA BRANDS INC$1.1M0.03%39,397CommonNONE
097023105BABOEING CO$1.0M0.03%6,090CommonNONE
45782C698BAUGINNOVATOR ETFS TRUST$1.0M0.03%24,346CommonNONE
125269100CFCF INDS HLDGS INC$1.0M0.03%13,142CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$1.0M0.03%16,509CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$1.0M0.03%28,408CommonNONE
78464A144SPBOSPDR SER TR$1.0M0.03%34,921CommonNONE
82889N632HIGHSIMPLIFY EXCHANGE TRADED FUN$1.0M0.03%45,938CommonNONE
33740U810XSEPFIRST TR EXCHNG TRADED FD VI$1.0M0.03%25,987CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.0M0.03%19,834CommonNONE
458140100INTCINTEL CORP$1.0M0.03%44,049CommonNONE
45782C466NJANINNOVATOR ETFS TRUST$999,6880.03%21,558CommonNONE
22542D233GLDIUBS AG JERSEY BRANCH$983,3960.03%6,078CommonNONE
832696405SJMSMUCKER J M CO$977,2630.03%8,253CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$974,9880.03%25,807CommonNONE
512807306LRCXLAM RESEARCH CORP$974,5050.03%13,404CommonNONE
09290D101BLKBLACKROCK INC$971,7110.03%1,027CommonNONE
45782C615NOCTINNOVATOR ETFS TRUST$969,4770.03%19,501CommonNONE
N3167Y103RACEFERRARI N V$964,8690.03%2,255CommonNONE
33740U695GOCTFIRST TR EXCHNG TRADED FD VI$964,7760.03%28,103CommonNONE
438516106HONHONEYWELL INTL INC$961,3640.03%4,540CommonNONE
98138H101WDAYWORKDAY INC$957,2390.03%4,099CommonNONE
464287622IWBISHARES TR$956,6380.03%3,119CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$955,7960.03%27,882CommonNONE
81762P102NOWSERVICENOW INC$954,5710.03%1,199CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$949,1920.03%26,264CommonNONE
33740F425XJULFIRST TR EXCHNG TRADED FD VI$942,4240.03%26,690CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$940,0300.03%17,634CommonNONE
381430602GSSCGOLDMAN SACHS ETF TR$936,2960.03%14,761CommonNONE
78464A359CWBSPDR SER TR$933,6280.03%12,185CommonNONE

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.