MondegarAI
Strategic Financial Concepts, LLC

Q4 2024 · 13F-HR

Strategic Financial Concepts, LLCholdings as filed

Filed 2025-01-28 · accession 0001754960-25-000076

$549.3M
Reported value
811
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 811

CUSIPTickerIssuerValue% port.SharesClassVoting
025072885AVUSAMERICAN CENTY ETF TR$21.0M3.83%19,954,274CommonNONE
78468R663BILSPDR SER TR$14.9M2.72%14,724,734CommonNONE
037833100AAPLAPPLE INC$13.2M2.41%9,628,864CommonNONE
87283Q701TBUXT ROWE PRICE ETF INC$13.2M2.41%13,220,746CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$13.0M2.36%8,491,606CommonNONE
922908363VOOVANGUARD INDEX FDS$12.1M2.21%10,009,729CommonNONE
922908769VTIVANGUARD INDEX FDS$11.9M2.17%10,742,710CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$11.8M2.16%11,365,874CommonNONE
92189F486FLTRVANECK ETF TRUST$11.7M2.12%11,667,315CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$10.8M1.97%10,808,939CommonNONE
742718109PGPROCTER AND GAMBLE CO$9.9M1.80%288,624CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$9.3M1.70%6,197,357CommonNONE
88160R101TSLATESLA INC$8.8M1.61%8,660,672CommonNONE
46090E103QQQINVESCO QQQ TR$7.9M1.45%4,113,968CommonNONE
464287507IJHISHARES TR$7.6M1.38%5,997,995CommonNONE
023135106AMZNAMAZON COM INC$7.4M1.34%5,102,618CommonNONE
67066G104NVDANVIDIA CORPORATION$7.3M1.34%4,333,203CommonNONE
464287226AGGISHARES TR$6.6M1.20%1,686,785CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$6.4M1.17%6,117,174CommonNONE
464287200IVVISHARES TR$6.3M1.15%2,048,157CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$6.3M1.14%5,963,949CommonNONE
78468R853SPSMSPDR SER TR$6.2M1.13%4,423,316CommonNONE
74348A467NOBLPROSHARES TR$6.1M1.12%3,822,998CommonNONE
78464A854SPYMSPDR SER TR$5.8M1.06%834,078CommonNONE
922908736VUGVANGUARD INDEX FDS$5.6M1.02%5,487,441CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$5.4M0.99%3,576,526CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$5.3M0.96%620,003CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$5.2M0.94%4,959,692CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$4.8M0.87%576,870CommonNONE
46429B267GOVTISHARES TR$4.4M0.79%832,660CommonNONE
87283Q875THYFT ROWE PRICE ETF INC$3.6M0.66%3,619,459CommonNONE
46436E718SGOVISHARES TR$3.6M0.65%3,047,636CommonNONE
46434V621DGROISHARES TR$3.6M0.65%1,334,049CommonNONE
464287119ILCGISHARES TR$3.5M0.64%838,896CommonNONE
78468R101SPTSSPDR SER TR$3.5M0.64%120,997CommonNONE
921937835BNDVANGUARD BD INDEX FDS$3.5M0.64%2,826,578CommonNONE
30231G102XOMEXXON MOBIL CORP$3.3M0.60%1,792,811CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.1M0.57%2,512,802CommonNONE
78464A847SPMDSPDR SER TR$3.1M0.57%290,562CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$3.1M0.57%3,068,111CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$3.0M0.55%2,894,202CommonNONE
922908744VTVVANGUARD INDEX FDS$3.0M0.54%2,549,182CommonNONE
78464A409SPYGSPDR SER TR$2.9M0.54%568,892CommonNONE
46434V860TFLOISHARES TR$2.9M0.53%485,129CommonNONE
32020R109FFINFIRST FINL BANKSHARES INC$2.9M0.53%2,807,834CommonNONE
808524607SCHASCHWAB STRATEGIC TR$2.9M0.52%2,210,392CommonNONE
594918104MSFTMICROSOFT CORP$2.8M0.51%2,042,499CommonNONE
464287176TIPISHARES TR$2.8M0.51%174,587CommonNONE
97717X669DGRWWISDOMTREE TR$2.8M0.50%195,776CommonNONE
69374H709GCOWPACER FDS TR$2.7M0.50%671,102CommonNONE
922908637VVVANGUARD INDEX FDS$2.7M0.48%2,661,469CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.7M0.48%1,193,346CommonNONE
921909768VXUSVANGUARD STAR FDS$2.6M0.48%1,100,294CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$2.6M0.47%2,247,244CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$2.5M0.45%2,429,554CommonNONE
025072695AVMUAMERICAN CENTY ETF TR$2.4M0.45%1,613,311CommonNONE
922908751VBVANGUARD INDEX FDS$2.4M0.44%1,593,853CommonNONE
931142103WMTWALMART INC$2.4M0.43%1,793,507CommonNONE
78463V107GLDSPDR GOLD TR$2.3M0.42%608,876CommonNONE
464289438IWYISHARES TR$2.2M0.39%579,187CommonNONE
97717Y527USFRWISDOMTREE TR$2.1M0.39%260,082CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$2.1M0.38%2,029,675CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.1M0.38%2,032,873CommonNONE
46641Q308JPEMJ P MORGAN EXCHANGE TRADED F$2.1M0.38%470,652CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$2.0M0.37%32,059CommonNONE
464288885EFGISHARES TR$1.9M0.35%442,379CommonNONE
922908538VOTVANGUARD INDEX FDS$1.9M0.34%1,856,460CommonNONE
92189F106GDXVANECK ETF TRUST$1.8M0.33%1,819,255CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.8M0.32%798,369CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$1.6M0.30%55,656CommonNONE
02079K305GOOGLALPHABET INC$1.6M0.30%1,515,187CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$1.6M0.29%1,555,588CommonNONE
78464A649SPABSPDR SER TR$1.5M0.28%162,706CommonNONE
02079K107GOOGALPHABET INC$1.5M0.28%1,164,095CommonNONE
46429B663HDVISHARES TR$1.5M0.27%341,564CommonNONE
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$1.5M0.27%375,770CommonNONE
548661107LOWLOWES COS INC$1.5M0.27%1,228,102CommonNONE
46641Q241BBAGJ P MORGAN EXCHANGE TRADED F$1.4M0.26%437,512CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$1.4M0.26%853,619CommonNONE
464288182AAXJISHARES TR$1.4M0.26%1,420,449CommonNONE
464287499IWRISHARES TR$1.4M0.26%544,732CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.3M0.24%1,301,762CommonNONE
020002101ALLALLSTATE CORP$1.3M0.24%1,119,129CommonNONE
92204A702VGTVANGUARD WORLD FD$1.3M0.24%1,232,769CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$1.3M0.23%224,290CommonNONE
78464A508SPYVSPDR SER TR$1.3M0.23%926,973CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.3M0.23%1,185,148CommonNONE
30303M102METAMETA PLATFORMS INC$1.3M0.23%1,067,659CommonNONE
682680103OKEONEOK INC NEW$1.2M0.23%494,645CommonNONE
464287457SHYISHARES TR$1.2M0.23%15,196CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$1.2M0.22%1,174,774CommonNONE
46435G474FALNISHARES TR$1.2M0.21%218,598CommonNONE
78468R788SPYDSPDR SER TR$1.2M0.21%268,089CommonNONE
78464A805SPTMSPDR SER TR$1.2M0.21%1,130,298CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$1.1M0.21%1,146,015CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$1.1M0.21%782,689CommonNONE
032108409DIVOAMPLIFY ETF TR$1.1M0.20%261,330CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$1.1M0.20%781,161CommonNONE
37960A669SDIVGLOBAL X FDS$1.1M0.20%1,094,055CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$1.1M0.20%753,198CommonNONE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$1.1M0.20%767,172CommonNONE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$1.1M0.20%760,355CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$1.1M0.20%753,144CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.1M0.20%1,009,020CommonNONE
46139W825BSCXINVESCO EXCH TRD SLF IDX FD$1.1M0.20%755,626CommonNONE
464288687PFFISHARES TR$1.1M0.20%1,025,954CommonNONE
78468R770ONEYSPDR SER TR$1.1M0.20%840,577CommonNONE
92826C839VVISA INC$1.1M0.20%393,870CommonNONE
464288562REZISHARES TR$1.1M0.19%1,058,607CommonNONE
464286806EWGISHARES INC$1.1M0.19%1,056,353CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$1.1M0.19%233,011CommonNONE
922908611VBRVANGUARD INDEX FDS$1.0M0.19%1,034,964CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$1.0M0.19%682,876CommonNONE
46139W783BSCYINVESCO EXCH TRD SLF IDX FD$1.0M0.18%713,375CommonNONE
97717X594IHDGWISDOMTREE TR$992,6530.18%992,653CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$991,8790.18%644,024CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$985,0660.18%836,265CommonNONE
025072232AVGEAMERICAN CENTY ETF TR$982,8360.18%931,236CommonNONE
55336V100MPLXMPLX LP$977,7940.18%977,794CommonNONE
464286764EWPISHARES INC$973,8800.18%973,880CommonNONE
46090A101PSRINVESCO ACTIVELY MANAGED EXC$973,1030.18%948,637CommonNONE
91325V108UNITI GROUP INC$970,9780.18%970,590CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$969,4670.18%796,137CommonNONE
437076102HDHOME DEPOT INC$942,7520.17%480,780CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$931,1080.17%935,618CommonNONE
922908512VOEVANGUARD INDEX FDS$917,8560.17%912,872CommonNONE
00214Q104ARKKARK ETF TR$908,2650.17%904,919CommonNONE
97717X651DGRSWISDOMTREE TR$886,7910.16%886,791CommonNONE
464286525ACWVISHARES INC$869,2330.16%141,803CommonNONE
46138E420EQALINVESCO EXCH TRADED FD TR II$863,5890.16%111,770CommonNONE
46429B747STIPISHARES TR$862,9010.16%8,578CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$855,0740.16%58,085CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$822,8090.15%697,182CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$815,1110.15%638,718CommonNONE
233051481DEUSDBX ETF TR$809,2100.15%809,210CommonNONE
464287630IWNISHARES TR$803,2400.15%800,673CommonNONE
464287655IWMISHARES TR$782,8950.14%737,763CommonNONE
464287481IWPISHARES TR$782,7040.14%723,865CommonNONE
464287614IWFISHARES TR$778,7160.14%656,939CommonNONE
78464A201SLYGSPDR SER TR$778,4560.14%772,827CommonNONE
69374H881COWZPACER FDS TR$777,1420.14%285,877CommonNONE
166764100CVXCHEVRON CORP NEW$775,1840.14%261,786CommonNONE
97717X578XSOEWISDOMTREE TR$772,3670.14%772,157CommonNONE
464287150ITOTISHARES TR$771,7250.14%602,496CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$759,4660.14%698,314CommonNONE
00206R102TAT&T INC$757,3380.14%89,713CommonNONE
29273V100ETENERGY TRANSFER L P$750,3400.14%750,340CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$740,4010.13%389,247CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$734,4650.13%682,853CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$729,1660.13%431,297CommonNONE
70806A106PFLTPENNANTPARK FLOATING RATE CA$723,5660.13%723,566CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$712,0410.13%678,749CommonNONE
464287804IJRISHARES TR$703,5910.13%217,619CommonNONE
532457108LLYELI LILLY & CO$694,1650.13%678,745CommonNONE
46432F842IEFAISHARES TR$689,7700.13%330,877CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$675,9770.12%563,770CommonNONE
502175102LTCLTC PPTYS INC$658,0260.12%658,026CommonNONE
21924B302CLMCORNERSTONE STRATEGIC INVEST$641,2440.12%641,244CommonNONE
46641Q373BBINJ P MORGAN EXCHANGE TRADED F$640,2320.12%169,120CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$637,4050.12%469,011CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$618,5300.11%15,703CommonNONE
92189F437ANGLVANECK ETF TRUST$611,5730.11%611,573CommonNONE
46432F339QUALISHARES TR$606,1240.11%522,633CommonNONE
00123Q104AGNCAGNC INVT CORP$581,5690.11%581,569CommonNONE
617446448MSMORGAN STANLEY$579,9750.11%572,118CommonNONE
747525103QCOMQUALCOMM INC$577,8420.11%541,381CommonNONE
46434G764EMXCISHARES INC$573,8520.10%573,852CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$567,7120.10%339,293CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$560,0920.10%4,882CommonNONE
37954Y483QYLDGLOBAL X FDS$548,6820.10%473,999CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$547,9920.10%169,042CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$541,1730.10%182,474CommonNONE
02209S103MOALTRIA GROUP INC$525,4550.10%292,242CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$522,3780.10%430,119CommonNONE
11135F101AVGOBROADCOM INC$521,3570.09%372,548CommonNONE
400764106GNTYUSDGUARANTY BANCSHARES INC TEX$511,2150.09%511,215CommonNONE
478160104JNJJOHNSON & JOHNSON$501,4040.09%311,876CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$500,7610.09%164,916CommonNONE
61774R841EVTRMORGAN STANLEY ETF TRUST$491,8600.09%443,608CommonNONE
78464A839MDYVSPDR SER TR$480,6390.09%474,303CommonNONE
464287309IVWISHARES TR$478,5960.09%425,892CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$476,7340.09%476,530CommonNONE
24664T103DKLDELEK LOGISTICS PARTNERS LP$476,4390.09%476,439CommonNONE
00162Q411MNBDALPS ETF TR$468,2520.09%486,133CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$456,9530.08%377,352CommonNONE
464287598IWDISHARES TR$456,0360.08%420,683CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$455,1280.08%452,595CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$449,7480.08%233,968CommonNONE
00162Q858SDOGALPS ETF TR$446,0420.08%446,042CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$444,7590.08%38,008CommonNONE
00162Q395OUSMALPS ETF TR$444,6290.08%448,126CommonNONE
464287523SOXXISHARES TR$443,9620.08%254,782CommonNONE
464285204IAUISHARES GOLD TR$442,1740.08%8,931CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$439,6750.08%397,030CommonNONE
315912808ONEQFIDELITY COMWLTH TR$435,5290.08%5,726CommonNONE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$434,2900.08%184,787CommonNONE
47103U845JAAAJANUS DETROIT STR TR$431,0000.08%8,499CommonNONE
29250N105ENBENBRIDGE INC$428,1430.08%307,820CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$423,3360.08%297,992CommonNONE
56035L104MAINMAIN STR CAP CORP$420,0420.08%44,828CommonNONE
00287Y109ABBVABBVIE INC$413,9350.08%265,831CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$408,5450.07%167,916CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$405,4510.07%59,231CommonNONE
26875P101EOGEOG RES INC$399,8030.07%13,665CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$398,0100.07%412,934CommonNONE
64110L106NFLXNETFLIX INC$391,7220.07%381,928CommonNONE
067806109BUSDBARNES GROUP INC$384,6490.07%384,649CommonNONE
921078101OUNZVANECK MERK GOLD ETF$369,7850.07%255,575CommonNONE
33718M105FDMFIRST TR DOW JONES SELECT MI$365,8040.07%365,804CommonNONE
302635206FSKFS KKR CAP CORP$354,6660.06%303,529CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$354,4110.06%207,044CommonNONE
78464A631XARSPDR SER TR$352,5780.06%120,383CommonNONE
808524706SCHESCHWAB STRATEGIC TR$352,3720.06%352,372CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$351,0840.06%323,082CommonNONE
464287648IWOISHARES TR$349,9890.06%349,989CommonNONE
464288620USIGISHARES TR$349,2450.06%335,348CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$347,1850.06%21,544CommonNONE
46138G888TBLLINVESCO EXCH TRADED FD TR II$347,0860.06%347,086CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$336,7160.06%336,716CommonNONE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$335,9860.06%136,569CommonNONE
69344A107PULSPGIM ETF TR$334,2650.06%91,514CommonNONE
97717W505DONWISDOMTREE TR$331,9190.06%324,222CommonNONE
244199105DEDEERE & CO$331,7250.06%282,269CommonNONE
33733U108FCTFIRST TR SR FLTG RATE INCOME$329,1300.06%334,305CommonNONE
773903109ROKROCKWELL AUTOMATION INC$328,1900.06%30,482CommonNONE
427096508HTGCHERCULES CAPITAL INC$327,4670.06%327,467CommonNONE
67092P201NULGNUSHARES ETF TR$327,0500.06%3,810CommonNONE
464287671IUSGISHARES TR$324,3180.06%186,503CommonNONE
37954Y632AIQGLOBAL X FDS$323,8280.06%321,940CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$321,5270.06%312,671CommonNONE
002824100ABTABBOTT LABS$315,7870.06%272,961CommonNONE
02072L565BOXXEA SERIES TRUST$314,2980.06%314,298CommonNONE
20825C104COPCONOCOPHILLIPS$314,1360.06%158,704CommonNONE
922908629VOVANGUARD INDEX FDS$309,4750.06%293,160CommonNONE
78468R739SHMSPDR SER TR$309,2680.06%6,526CommonNONE
46429B697USMVISHARES TR$305,9690.06%190,462CommonNONE
53656F144TILLLISTED FD TR$304,7980.06%177,251CommonNONE
46435G425ESGUISHARES TR$301,7080.05%2,342CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$300,3470.05%202,255CommonNONE
229899109CFRCULLEN FROST BANKERS INC$293,5860.05%281,860CommonNONE
780259305SHELSHELL PLC$292,9040.05%109,750CommonNONE
97717W604DESWISDOMTREE TR$292,8040.05%292,804CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$292,1820.05%292,182CommonNONE
87283Q883TFLRT ROWE PRICE ETF INC$290,7590.05%290,759CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$289,0870.05%279,485CommonNONE
595112103MUMICRON TECHNOLOGY INC$286,9290.05%286,929CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$285,8700.05%285,870CommonNONE
78464A763SDYSPDR SER TR$284,9310.05%87,091CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$283,7090.05%198,806CommonNONE
97717W307DLNWISDOMTREE TR$282,8440.05%279,696CommonNONE
78464A367SPLBSPDR SER TR$282,4320.05%260,459CommonNONE
17275R102CSCOCISCO SYS INC$282,1160.05%209,715CommonNONE
254709108DFSEURDISCOVER FINL SVCS$280,8060.05%225,520CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$280,1660.05%261,546CommonNONE
00326A104SGOLETFS GOLD TR$278,0550.05%25,530CommonNONE
001055102AFLAFLAC INC$274,2930.05%158,535CommonNONE
842587107SOSOUTHERN CO$273,3320.05%269,319CommonNONE
922908595VBKVANGUARD INDEX FDS$272,2180.05%270,544CommonNONE
46436E833IBTIISHARES TR$270,5090.05%270,509CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$268,5800.05%250,665CommonNONE
032108607BLOKAMPLIFY ETF TR$268,3240.05%23,089CommonNONE
032108847YYYAMPLIFY ETF TR$263,8080.05%263,808CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$263,3650.05%18,821CommonNONE
464288307IMCGISHARES TR$261,5740.05%242,718CommonNONE
921910840MGVVANGUARD WORLD FD$260,0630.05%243,707CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$258,8600.05%138,037CommonNONE
78463X848CWISPDR INDEX SHS FDS$258,3130.05%258,313CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$257,7070.05%65,996CommonNONE
921910816MGKVANGUARD WORLD FD$256,8710.05%241,120CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$256,4690.05%152,617CommonNONE
580135101MCDMCDONALDS CORP$255,2430.05%227,752CommonNONE
149123101CATCATERPILLAR INC$254,5360.05%227,041CommonNONE
055622104BPBP PLC$253,4960.05%30,147CommonNONE
496902404KGCKINROSS GOLD CORP$249,8450.05%26,952CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$249,6530.05%209,267CommonNONE
92204A504VHTVANGUARD WORLD FD$248,9660.05%248,966CommonNONE
82509L107SHOPSHOPIFY INC$248,3870.05%24,139CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$248,2910.05%97,747CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$246,8010.04%63,659CommonNONE
464287705IJJISHARES TR$246,6830.04%193,864CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$246,0690.04%245,550CommonNONE
92189F528SMBVANECK ETF TRUST$245,9830.04%14,393CommonNONE
464287689IWVISHARES TR$245,8760.04%238,877CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$244,9660.04%185,933CommonNONE
27829G106ETJEATON VANCE RISK-MANAGED DIV$242,9910.04%242,991CommonNONE
46284V101IRMIRON MTN INC DEL$242,5640.04%242,564CommonNONE
87911L108THWABRDN WORLD HEALTHCARE FUND$240,0290.04%240,029CommonNONE
438516106HONHONEYWELL INTL INC$239,3110.04%233,675CommonNONE
92204A207VDCVANGUARD WORLD FD$239,0270.04%239,027CommonNONE
21036P108STZCONSTELLATION BRANDS INC$235,6770.04%28,877CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$233,9400.04%233,940CommonNONE
539830109LMTLOCKHEED MARTIN CORP$232,9840.04%159,229CommonNONE
464288646IGSBISHARES TR$231,5870.04%208,167CommonNONE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$231,3510.04%231,351CommonNONE
464287101OEFISHARES TR$228,9360.04%228,936CommonNONE
369604301GEGE AEROSPACE$227,8100.04%124,757CommonNONE
00187Y100APGAPI GROUP CORP$227,6180.04%227,618CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$224,6990.04%224,699CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$223,4860.04%225,374CommonNONE
28852N109EFCELLINGTON FINANCIAL INC$219,3720.04%219,372CommonNONE
191216100KOCOCA COLA CO$218,5670.04%145,761CommonNONE
46432F396MTUMISHARES TR$217,3450.04%73,765CommonNONE
128125101CSQCALAMOS STRATEGIC TOTAL RETU$217,1250.04%217,125CommonNONE
922908652VXFVANGUARD INDEX FDS$216,8680.04%199,482CommonNONE
018802108LNTALLIANT ENERGY CORP$213,1410.04%3,604CommonSOLE
345370860FFORD MTR CO$212,8860.04%95,678CommonNONE
46435U853USHYISHARES TR$210,6780.04%210,678CommonNONE
67077M108NTRNUTRIEN LTD$210,3250.04%4,700CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$208,2360.04%7,553CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$204,7290.04%23,521CommonNONE
79466L302CRMSALESFORCE INC$203,8300.04%199,489CommonNONE
30161N101EXCEXELON CORP$203,6680.04%197,209CommonNONE
65339F101NEENEXTERA ENERGY INC$203,0270.04%60,586CommonNONE
49456B101KMIKINDER MORGAN INC DEL$201,9010.04%197,730CommonNONE
00162Q346SMTHALPS ETF TR$200,5030.04%200,503CommonNONE
92189F676SMHVANECK ETF TRUST$200,3920.04%102,959CommonNONE
97717X271DDLSWISDOMTREE TR$200,1560.04%200,156CommonNONE
670837103OGEOGE ENERGY CORP$198,6600.04%198,660CommonNONE
58733R102MELIMERCADOLIBRE INC$197,2510.04%181,956CommonNONE
55445L100MNRMACH NATURAL RESOURCES LP$195,2340.04%195,234CommonNONE
92204A306VDEVANGUARD WORLD FD$195,1920.04%194,950CommonNONE
97717W570EZMWISDOMTREE TR$193,9690.04%193,969CommonNONE
464287333IXGISHARES TR$192,1130.03%192,113CommonNONE
92939U106WECWEC ENERGY GROUP INC$191,7470.03%134,156CommonNONE
76881Y109RIVRIVERNORTH OPPORTUNITIES FD$190,7340.03%190,734CommonNONE
72201B101PTYPIMCO CORPORATE & INCOME OPP$190,6470.03%23,963CommonNONE
278274105EOIEATON VANCE ENHANCED EQUITY$189,0070.03%189,007CommonNONE
88579Y101MMM3M CO$185,6780.03%174,149CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$183,3040.03%10,371CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$182,4830.03%182,483CommonNONE
88339J105TTDTHE TRADE DESK INC$182,1710.03%110,506CommonNONE
464288810IHIISHARES TR$181,3780.03%102,448CommonNONE
318916103FBMSUSDFIRST BANCSHARES INC MISS$179,9000.03%179,900CommonNONE
550241103LUMNLUMEN TECHNOLOGIES INC$179,3350.03%179,335CommonNONE
279158109ECECOPETROL S A$179,3250.03%22,642CommonNONE
717081103PFEPFIZER INC$178,3590.03%85,974CommonNONE
194162103CLCOLGATE PALMOLIVE CO$177,3030.03%167,953CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$176,9540.03%176,485CommonNONE
57636Q104MAMASTERCARD INCORPORATED$176,0200.03%57,671CommonNONE
609207105MDLZMONDELEZ INTL INC$174,2000.03%28,167CommonNONE
12811L107CHWCALAMOS GBL DYN INCOME FUND$170,7750.03%170,775CommonNONE
00888H679SIXFAIM ETF PRODUCTS TRUST$170,7180.03%170,718CommonNONE
863667101SYKSTRYKER CORPORATION$170,4640.03%154,893CommonNONE
46434G103IEMGISHARES INC$170,4160.03%102,982CommonNONE
824348106SHWSHERWIN WILLIAMS CO$169,1240.03%52,170CommonNONE
31423L305FDVFEDERATED HERMES ETF TRUST$168,6610.03%19,141CommonNONE
91913Y100VLOVALERO ENERGY CORP$168,0180.03%94,820CommonNONE
949746101WMT2WELLS FARGO CO NEW$165,6080.03%32,210CommonNONE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$164,1250.03%94,805CommonNONE
254687106DISDISNEY WALT CO$162,5480.03%130,655CommonNONE
33939L407GUNRFLEXSHARES TR$162,0370.03%148,124CommonNONE
713448108PEPPEPSICO INC$161,7770.03%110,315CommonNONE
464288752ITBISHARES TR$160,3630.03%160,363CommonNONE
78468R200FLRNSPDR SER TR$159,3100.03%153,959CommonNONE
G29183103ETNEATON CORP PLC$157,0600.03%115,701CommonNONE
78463X202FEZSPDR INDEX SHS FDS$156,9210.03%156,497CommonNONE
718172109PMPHILIP MORRIS INTL INC$156,7490.03%30,221CommonNONE
923451108VBTXVERITEX HLDGS INC$155,5340.03%18,723CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$152,9630.03%19,261CommonNONE
097023105BABOEING CO$152,8580.03%20,928CommonNONE
464287473IWSISHARES TR$152,8560.03%114,891CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$151,4220.03%17,528CommonNONE
217204106CPRTCOPART INC$149,2140.03%149,214CommonNONE
670100205NVONOVO-NORDISK A S$148,3160.03%143,810CommonNONE
247361702DALDELTA AIR LINES INC DEL$147,7750.03%112,075CommonNONE
053332102AZOAUTOZONE INC$147,2920.03%147,292CommonNONE
025816109AXPAMERICAN EXPRESS CO$146,9790.03%137,876CommonNONE
37954Y715BOTZGLOBAL X FDS$145,3730.03%122,160CommonNONE
060505104BACBANK AMERICA CORP$139,9470.03%130,842CommonNONE
590717401MESOMESOBLAST LTD$138,6000.03%138,600CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$138,2310.03%138,231CommonNONE
301505731THNQEXCHANGE TRADED CONCEPTS TRU$138,1800.03%138,180CommonNONE
04010L103ARCCARES CAPITAL CORP$137,9910.03%104,567CommonNONE
46434V381XTISHARES TR$137,6510.03%119,173CommonNONE
464287465EFAISHARES TR$136,3980.02%67,459CommonNONE
464287663IUSVISHARES TR$135,9930.02%11,866CommonNONE
92204A603VISVANGUARD WORLD FD$135,3850.02%135,385CommonNONE
316092303FSTAFIDELITY COVINGTON TRUST$134,8100.02%117,071CommonNONE
37733W204GSKGSK PLC$134,1030.02%119,236CommonNONE
76882G107OPPRIVERNORTH DOUBLELINE STRATE$133,4400.02%133,440CommonNONE
46641Q266JEMAJ P MORGAN EXCHANGE TRADED F$133,1910.02%35,723CommonNONE
872540109TJXTJX COS INC NEW$132,6810.02%17,700CommonNONE
14021D107CGBLCAPITAL GROUP CORE BALANCED$132,5850.02%60,300CommonNONE
882508104TXNTEXAS INSTRS INC$130,3560.02%125,693CommonNONE
922908553VNQVANGUARD INDEX FDS$128,9270.02%82,735CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$128,5650.02%127,495CommonNONE
126408103CSXCSX CORP$128,5160.02%90,992CommonNONE
00888H869SIXJAIM ETF PRODUCTS TRUST$128,2600.02%128,260CommonNONE
771049103RBLXROBLOX CORP$127,2340.02%127,234CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$126,5250.02%102,900CommonNONE
86280R506HNDLSTRATEGY SHS$125,1820.02%17,735CommonNONE
003263100GLTRABRDN PRECIOUS METALS BASKET$124,7320.02%119,510CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$124,6230.02%124,623CommonNONE
78470P705MBNDSSGA ACTIVE TR$124,3040.02%124,304CommonNONE
19248A109UTFCOHEN & STEERS INFRASTRUCTUR$122,6040.02%122,604CommonNONE
92204A876VPUVANGUARD WORLD FD$122,4020.02%122,402CommonNONE
68389X105ORCLORACLE CORP$120,0500.02%112,762CommonNONE
46434V803HEFAISHARES TR$119,8530.02%119,853CommonNONE
78468R523BILSSPDR SER TR$119,6740.02%119,674CommonNONE
46138J395BSJTINVESCO EXCH TRD SLF IDX FD$118,4170.02%118,417CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$118,0050.02%91,544CommonNONE
83413U100SLRCSLR INVESTMENT CORP$117,6800.02%117,680CommonNONE
46139W841BSJUINVESCO EXCH TRD SLF IDX FD$117,5630.02%117,563CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$117,4880.02%117,488CommonNONE
56585A102MPCMARATHON PETE CORP$116,3370.02%112,182CommonNONE
46139W817BSJVINVESCO EXCH TRD SLF IDX FD$116,2650.02%116,265CommonNONE
46431W580LQDIISHARES U S ETF TR$116,0290.02%116,029CommonNONE
09260D107BXBLACKSTONE INC$115,8750.02%112,961CommonNONE
957664105WEAWESTERN ASSET PREMIER BD FD$114,9740.02%10,675CommonNONE
88636J600CHATTIDAL TR II$114,0970.02%114,097CommonNONE
46432F388VLUEISHARES TR$113,3770.02%42,290CommonNONE
46434V738IEURISHARES TR$113,3580.02%113,358CommonNONE
02072L607FRDMEA SERIES TRUST$111,6080.02%106,127CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$109,4240.02%27,780CommonNONE
37954Y475XYLDGLOBAL X FDS$108,9400.02%108,940CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$108,7870.02%108,787CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$108,7140.02%94,951CommonNONE
46428Q109SLVISHARES SILVER TR$108,6380.02%101,039CommonNONE
781846209RUSHARUSH ENTERPRISES INC$105,1320.02%105,132CommonNONE
808524763FNDASCHWAB STRATEGIC TR$105,1100.02%105,110CommonNONE
781846308RUSHBRUSH ENTERPRISES INC$104,4540.02%104,454CommonNONE
40434L105HPQHP INC$104,4010.02%19,571CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$103,9620.02%103,962CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$103,5080.02%103,508CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$103,2930.02%103,293CommonNONE
36828A101GEVGE VERNOVA INC$101,9690.02%54,418CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$101,8060.02%101,806CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$101,7900.02%91,288CommonNONE
718546104PSXPHILLIPS 66$100,6160.02%20,194CommonNONE
376536108GOODGLADSTONE COMMERCIAL CORP$100,2220.02%90,606CommonNONE
902973304USBUS BANCORP DEL$99,8240.02%20,304CommonNONE
464287721IYWISHARES TR$99,7090.02%95,737CommonNONE
78433H675QQQINEOS ETF TRUST$99,5030.02%99,503CommonNONE
N07059210ASMLASML HOLDING N V$99,1120.02%48,589CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$99,0630.02%39,043CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$98,7710.02%98,771CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$97,9810.02%55,190CommonNONE
12468P104AIC3 AI INC$97,6440.02%58,530CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$97,5380.02%97,538CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$96,1860.02%60,264CommonNONE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$95,5840.02%91,488CommonNONE
30212W100AGNTEXP WORLD HLDGS INC$94,8470.02%94,847CommonNONE
26922A719GOAUETF SER SOLUTIONS$94,7570.02%94,757CommonNONE
14149Y108CAHCARDINAL HEALTH INC$93,0800.02%76,428CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$92,0730.02%84,257CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$90,7640.02%87,187CommonNONE
405552100HLNHALEON PLC$90,6100.02%88,757CommonNONE
78468R556XOPSPDR SER TR$90,4090.02%90,409CommonNONE
26817Q886DXDYNEX CAP INC$89,3220.02%89,322CommonNONE
458140100INTCINTEL CORP$89,0020.02%38,996CommonNONE
370334104GISGENERAL MLS INC$88,9170.02%13,687CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$88,3310.02%88,331CommonNONE
806857108SLBSCHLUMBERGER LTD$87,7410.02%47,343CommonNONE
44045A102HRZNHORIZON TECHNOLOGY FIN CORP$87,6530.02%87,653CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$87,0310.02%77,383CommonNONE
64828T201RITMRITHM CAPITAL CORP$86,3240.02%85,066CommonNONE
464287242LQDISHARES TR$86,2410.02%15,238CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$85,3120.02%36,268CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$81,6140.01%68,563CommonNONE
29364G103ETRENTERGY CORP NEW$81,2790.01%57,935CommonNONE
58933Y105MRKMERCK & CO INC$80,9190.01%30,055CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$80,8640.01%36,396CommonNONE
009066101ABNBAIRBNB INC$80,2920.01%47,167CommonNONE
46138G599IBBQINVESCO EXCH TRADED FD TR II$78,9570.01%78,957CommonNONE
69374H105PTLCPACER FDS TR$78,6270.01%11,766CommonNONE
78464A292PSKSPDR SER TR$78,3940.01%78,394CommonNONE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$77,8530.01%63,425CommonNONE
G54950103LINLINDE PLC$77,3110.01%66,869CommonNONE
37954Y459RYLDGLOBAL X FDS$76,7980.01%76,798CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$76,3130.01%54,152CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$76,0810.01%76,081CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$75,7010.01%75,701CommonNONE
67070X101NZFNUVEEN MUNICIPAL CREDIT INC$75,4540.01%75,454CommonNONE
375558103GILDGILEAD SCIENCES INC$75,0210.01%71,883CommonNONE
907818108UNPUNION PAC CORP$74,8030.01%73,441CommonNONE
92204A405VFHVANGUARD WORLD FD$74,5020.01%74,502CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$74,4200.01%65,924CommonNONE
30212P303EXPEEXPEDIA GROUP INC$74,3460.01%74,346CommonNONE
78433H667NUSI1USDNEOS ETF TRUST$74,2910.01%45,453CommonNONE
46436E866ISHARES TR$74,2740.01%74,274CommonNONE
46139W775BSJWINVESCO EXCH TRD SLF IDX FD$74,1330.01%74,133CommonNONE
52567D107LMNDLEMONADE INC$73,9470.01%73,947CommonNONE
31428X106FDXFEDEX CORP$73,4870.01%46,575CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$73,2770.01%63,492CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$73,0930.01%73,093CommonNONE
72201H108PFLPIMCO INCOME STRATEGY FD$72,9060.01%72,906CommonNONE
743606105PBPROSPERITY BANCSHARES INC$72,5060.01%72,506CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$72,2580.01%70,767CommonNONE
78464A862XSDSPDR SER TR$72,0510.01%72,051CommonNONE
20030N101CMCSACOMCAST CORP NEW$71,3580.01%44,071CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$71,2150.01%45,998CommonNONE
674599105OXYOCCIDENTAL PETE CORP$70,1990.01%69,763CommonNONE
654106103NKENIKE INC$70,0710.01%57,377CommonNONE
46435U556ARTYISHARES TR$69,9060.01%30,230CommonNONE
969457100WMBWILLIAMS COS INC$69,2970.01%57,003CommonNONE
369550108GDGENERAL DYNAMICS CORP$68,9940.01%45,316CommonNONE
984245100YPFYPF SOCIEDAD ANONIMA$68,8660.01%68,866CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$68,8070.01%68,807CommonNONE
406216101HALHALLIBURTON CO$68,0540.01%26,771CommonNONE
00724F101ADBEADOBE INC$68,0360.01%56,057CommonNONE

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.