MondegarAI
Laurel Wealth Advisors LLC

Q4 2024 · 13F-HR

Laurel Wealth Advisors LLCholdings as filed

Filed 2025-01-14 · accession 0001757128-25-000001

$639.9M
Reported value
734
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 734

CUSIPTickerIssuerValue% port.SharesClassVoting
921908844VIGVANGUARD SPECIALIZED FUNDS$34.2M5.34%174,614CommonNONE
037833100AAPLAPPLE INC$34.1M5.32%136,005CommonNONE
594918104MSFTMICROSOFT CORP$25.2M3.94%59,865CommonNONE
46434V860TFLOISHARES TR$23.1M3.61%457,140CommonNONE
46436E718SGOVISHARES TR$20.8M3.25%207,205CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$20.4M3.19%30CommonNONE
67066G104NVDANVIDIA CORPORATION$18.9M2.95%140,521CommonNONE
02079K305GOOGLALPHABET INC$16.2M2.53%85,549CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$16.0M2.50%148,703CommonNONE
464287804IJRISHARES TR$14.3M2.24%124,288CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$14.3M2.23%59,609CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$13.4M2.09%22,810CommonNONE
57636Q104MAMASTERCARD INCORPORATED$12.8M1.99%24,225CommonNONE
532457108LLYELI LILLY & CO$11.9M1.86%15,406CommonNONE
023135106AMZNAMAZON COM INC$11.7M1.83%53,374CommonNONE
931142103WMTWALMART INC$10.9M1.70%120,158CommonNONE
437076102HDHOME DEPOT INC$10.8M1.68%27,677CommonNONE
060505104BACBANK AMERICA CORP$9.1M1.43%207,594CommonNONE
922908736VUGVANGUARD INDEX FDS$8.4M1.32%20,536CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.7M1.20%16,973CommonNONE
742718109PGPROCTER AND GAMBLE CO$7.3M1.15%43,763CommonNONE
478160104JNJJOHNSON & JOHNSON$7.2M1.12%49,556CommonNONE
97717Y527USFRWISDOMTREE TR$7.1M1.11%141,723CommonNONE
30303M102METAMETA PLATFORMS INC$6.5M1.02%11,116CommonNONE
031162100AMGNAMGEN INC$6.4M1.00%24,591CommonNONE
17275R102CSCOCISCO SYS INC$5.8M0.91%98,767CommonNONE
46435GAA0IBDRISHARES TR$5.8M0.91%242,182CommonNONE
580135101MCDMCDONALDS CORP$5.7M0.90%19,808CommonNONE
09789C788XHLFBONDBLOXX ETF TRUST$5.7M0.89%113,700CommonNONE
00287Y109ABBVABBVIE INC$5.6M0.87%31,393CommonNONE
46432F842IEFAISHARES TR$5.5M0.86%78,109CommonNONE
46434VBD1IBDQISHARES TR$5.3M0.83%212,604CommonNONE
191216100KOCOCA COLA CO$5.2M0.82%84,227CommonNONE
002824100ABTABBOTT LABS$5.1M0.80%45,210CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$4.7M0.74%97,987CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$4.7M0.73%240,981CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$4.5M0.70%15,394CommonNONE
02079K107GOOGALPHABET INC$4.5M0.70%23,371CommonNONE
79466L302CRMSALESFORCE INC$4.2M0.66%12,635CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$4.1M0.64%17,721CommonNONE
842587107SOSOUTHERN CO$4.0M0.63%49,156CommonNONE
713448108PEPPEPSICO INC$4.0M0.63%26,389CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$4.0M0.62%62,385CommonNONE
872540109TJXTJX COS INC NEW$3.9M0.61%32,501CommonNONE
166764100CVXCHEVRON CORP NEW$3.8M0.59%25,924CommonNONE
438516106HONHONEYWELL INTL INC$3.6M0.56%15,906CommonNONE
46435UAA9IBDSISHARES TR$3.5M0.55%145,779CommonNONE
64110L106NFLXNETFLIX INC$3.4M0.53%3,832CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$3.4M0.52%83,087CommonNONE
46435U515IBDTISHARES TR$3.2M0.51%130,403CommonNONE
30231G102XOMEXXON MOBIL CORP$3.1M0.49%29,155CommonNONE
464287721IYWISHARES TR$3.1M0.48%19,192CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$3.0M0.46%152,207CommonNONE
464287655IWMISHARES TR$2.9M0.46%13,200CommonNONE
464287465EFAISHARES TR$2.9M0.46%38,572CommonNONE
75513E101RTXRTX CORPORATION$2.8M0.43%23,769CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$2.7M0.43%132,417CommonNONE
29250N105ENBENBRIDGE INC$2.7M0.42%63,931CommonNONE
254687106DISDISNEY WALT CO$2.7M0.42%23,906CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.6M0.41%7,681CommonNONE
464287457SHYISHARES TR$2.6M0.40%31,597CommonNONE
907818108UNPUNION PAC CORP$2.6M0.40%11,328CommonNONE
654106103NKENIKE INC$2.6M0.40%34,115CommonNONE
464287200IVVISHARES TR$2.6M0.40%4,346CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2.5M0.39%19,599CommonNONE
89832Q109TFCTRUIST FINL CORP$2.4M0.38%55,838CommonNONE
37954Y673PAVEGLOBAL X FDS$2.4M0.37%59,273CommonNONE
78463V107GLDSPDR GOLD TR$2.3M0.36%9,547CommonNONE
69374H709GCOWPACER FDS TR$2.3M0.36%68,244CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.2M0.34%28,563CommonNONE
075887109BDXBECTON DICKINSON & CO$2.2M0.34%9,485CommonNONE
46434V100SLQDISHARES TR$2.1M0.33%43,060CommonNONE
46436E205IBDUISHARES TR$2.1M0.33%92,450CommonNONE
922908363VOOVANGUARD INDEX FDS$2.0M0.32%3,786CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$2.0M0.32%25,734CommonNONE
922907746VTEBVANGUARD MUN BD FDS$2.0M0.30%38,916CommonNONE
464287168DVYISHARES TR$1.9M0.30%14,386CommonNONE
78464A508SPYVSPDR SER TR$1.8M0.27%34,359CommonNONE
464287762IYHISHARES TR$1.8M0.27%30,073CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.7M0.27%43,530CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.7M0.27%24,322CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.7M0.27%7,615CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$1.7M0.27%17,529CommonNONE
132061201SYLDCAMBRIA ETF TR$1.7M0.26%24,712CommonNONE
464287754IYJISHARES TR$1.6M0.26%12,345CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.6M0.25%5,491CommonNONE
09290D101BLKBLACKROCK INC$1.6M0.25%1,579CommonNONE
464287614IWFISHARES TR$1.6M0.25%3,984CommonNONE
840441109SSBUSDSOUTHSTATE CORPORATION$1.6M0.24%15,749CommonNONE
717081103PFEPFIZER INC$1.5M0.24%56,785CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.23%6,789CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.4M0.22%10,693CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.4M0.21%15,963CommonNONE
68389X105ORCLORACLE CORP$1.3M0.21%8,099CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.3M0.21%14,618CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.3M0.21%1,449CommonNONE
88579Y101MMM3M CO$1.3M0.20%10,038CommonNONE
46436E726IBDVISHARES TR$1.3M0.20%59,550CommonNONE
464287242LQDISHARES TR$1.2M0.19%11,361CommonNONE
464287408IVEISHARES TR$1.2M0.19%6,307CommonNONE
921935870VTESVANGUARD WELLINGTON FD$1.2M0.18%11,717CommonNONE
548661107LOWLOWES COS INC$1.2M0.18%4,683CommonNONE
20825C104COPCONOCOPHILLIPS$1.1M0.17%10,879CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$1.1M0.17%52,938CommonNONE
464287606IJKISHARES TR$1.0M0.16%11,409CommonNONE
316773100FITBFIFTH THIRD BANCORP$1.0M0.16%24,484CommonNONE
256677105DGDOLLAR GEN CORP NEW$1.0M0.16%13,537CommonNONE
464288414MUBISHARES TR$999,5990.16%9,382CommonNONE
464287507IJHISHARES TR$918,4230.14%14,740CommonNONE
46266C105IQVIQVIA HLDGS INC$898,4440.14%4,572CommonNONE
G5960L103MDTMEDTRONIC PLC$865,7400.14%10,838CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$861,6690.13%18,019CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$818,8170.13%5,952CommonNONE
053332102AZOAUTOZONE INC$806,9040.13%252CommonNONE
78464A409SPYGSPDR SER TR$745,7450.12%8,485CommonNONE
464287309IVWISHARES TR$743,5800.12%7,324CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$730,6330.11%8,684CommonNONE
92826C839VVISA INC$715,5150.11%2,264CommonNONE
922020805VTIPVANGUARD MALVERN FDS$675,9440.11%13,960CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$669,9720.10%9,815CommonNONE
58933Y105MRKMERCK & CO INC$656,5680.10%6,600CommonNONE
78464A854SPYMSPDR SER TR$653,7670.10%9,484CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$615,7480.10%2,883CommonNONE
46137V860PFIINVESCO EXCHANGE TRADED FD T$557,2730.09%9,775CommonNONE
88160R101TSLATESLA INC$549,4880.09%1,361CommonNONE
00206R102TAT&T INC$505,1380.08%22,185CommonNONE
22822V101CCICROWN CASTLE INC$488,7430.08%5,385CommonNONE
09789C861XONEBONDBLOXX ETF TRUST$472,8600.07%9,545CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$453,7720.07%19,576CommonNONE
92204A702VGTVANGUARD WORLD FD$452,0490.07%727CommonNONE
149123101CATCATERPILLAR INC$428,7830.07%1,182CommonNONE
806407102HSICHENRY SCHEIN INC$428,0020.07%6,185CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$421,3720.07%7,450CommonNONE
902973304USBUS BANCORP DEL$401,4380.06%8,393CommonNONE
655844108NSCNORFOLK SOUTHN CORP$393,1230.06%1,675CommonNONE
464287648IWOISHARES TR$385,1040.06%1,338CommonNONE
370334104GISGENERAL MLS INC$381,3450.06%5,980CommonNONE
040413205ANETARISTA NETWORKS INC$372,2660.06%3,368CommonNONE
464289420IWXISHARES TR$363,5380.06%4,600CommonNONE
452308109ITWILLINOIS TOOL WKS INC$357,2670.06%1,409CommonNONE
571903202MARMARRIOTT INTL INC NEW$350,0700.05%1,255CommonNONE
743315103PGRPROGRESSIVE CORP$348,6330.05%1,455CommonNONE
922908769VTIVANGUARD INDEX FDS$346,1480.05%1,195CommonNONE
369604301GEGE AEROSPACE$342,1620.05%2,052CommonNONE
780087102RYROYAL BK CDA$340,4410.05%2,825CommonNONE
882508104TXNTEXAS INSTRS INC$339,3940.05%1,810CommonNONE
718172109PMPHILIP MORRIS INTL INC$326,3900.05%2,712CommonNONE
464288885EFGISHARES TR$316,4840.05%3,269CommonNONE
922908652VXFVANGUARD INDEX FDS$314,4170.05%1,655CommonNONE
718546104PSXPHILLIPS 66$298,2690.05%2,618CommonNONE
291011104EMREMERSON ELEC CO$281,8170.04%2,274CommonNONE
670100205NVONOVO-NORDISK A S$279,9960.04%3,255CommonNONE
244199105DEDEERE & CO$276,9530.04%654CommonNONE
46428Q109SLVISHARES SILVER TR$264,6700.04%10,052CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$264,3280.04%14,288CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$262,6890.04%7,020CommonNONE
833034101SNASNAP ON INC$258,0050.04%760CommonNONE
464287630IWNISHARES TR$254,8330.04%1,553CommonNONE
92204A306VDEVANGUARD WORLD FD$254,7510.04%2,100CommonNONE
46436E866ISHARES TR$249,8600.04%10,715CommonNONE
49456B101KMIKINDER MORGAN INC DEL$248,4640.04%9,068CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$248,4210.04%50CommonNONE
806857108SLBSCHLUMBERGER LTD$245,7980.04%6,411CommonNONE
02209S103MOALTRIA GROUP INC$240,0830.04%4,592CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$237,8240.04%416CommonNONE
235851102DHRDANAHER CORPORATION$237,7190.04%1,036CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$234,9300.04%12,810CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$234,3040.04%2,530CommonNONE
464287119ILCGISHARES TR$232,9600.04%2,600CommonNONE
46090E103QQQINVESCO QQQ TR$232,2880.04%455CommonNONE
464288687PFFISHARES TR$229,0410.04%7,285CommonNONE
46434V738IEURISHARES TR$223,8020.03%4,146CommonNONE
26614N102DDDUPONT DE NEMOURS INC$223,3730.03%2,930CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$216,0030.03%427CommonNONE
97717W562EESWISDOMTREE TR$215,7600.03%4,000CommonNONE
921909768VXUSVANGUARD STAR FDS$202,4250.03%3,435CommonNONE
922908744VTVVANGUARD INDEX FDS$195,7110.03%1,156CommonNONE
92204A603VISVANGUARD WORLD FD$191,0480.03%751CommonNONE
988498101YUMYUM BRANDS INC$187,8240.03%1,400CommonNONE
31428X106FDXFEDEX CORP$185,9600.03%661CommonNONE
464287705IJJISHARES TR$181,6920.03%1,454CommonNONE
372460105GPCGENUINE PARTS CO$178,7600.03%1,531CommonNONE
464287499IWRISHARES TR$178,2150.03%2,016CommonNONE
871829107SYYSYSCO CORP$175,8580.03%2,300CommonNONE
929160109VMCVULCAN MATLS CO$174,4020.03%678CommonNONE
36828A101GEVGE VERNOVA INC$170,3860.03%518CommonNONE
929236107WDFCWD 40 CO$167,4500.03%690CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$164,5520.03%930CommonNONE
46429B655FLOTISHARES TR$163,2240.03%3,208CommonNONE
808524607SCHASCHWAB STRATEGIC TR$159,2980.02%6,160CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$159,0900.02%339CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$156,6350.02%275CommonNONE
855244109SBUXSTARBUCKS CORP$156,2670.02%1,713CommonNONE
921937835BNDVANGUARD BD INDEX FDS$154,3760.02%2,147CommonNONE
337738108FISVFISERV INC$149,7520.02%729CommonNONE
81762P102NOWSERVICENOW INC$147,3570.02%139CommonNONE
032654105ADIANALOG DEVICES INC$147,0230.02%692CommonNONE
90278Q108UFPIUFP INDUSTRIES INC$145,6570.02%1,293CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$144,0600.02%1,000CommonNONE
92204A207VDCVANGUARD WORLD FD$142,8930.02%676CommonNONE
46436E858IBTGISHARES TR$141,4220.02%6,200CommonNONE
464287150ITOTISHARES TR$138,9100.02%1,080CommonNONE
464287887IJTISHARES TR$136,3470.02%1,008CommonNONE
780259305SHELSHELL PLC$135,6380.02%2,165CommonNONE
038222105AMATAPPLIED MATLS INC$133,8450.02%823CommonNONE
09260D107BXBLACKSTONE INC$133,5860.02%775CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$132,3860.02%1,096CommonNONE
464287374IGEISHARES TR$130,0410.02%3,044CommonNONE
464287879IJSISHARES TR$128,6730.02%1,185CommonNONE
94106L109WMWASTE MGMT INC DEL$128,3390.02%636CommonNONE
747525103QCOMQUALCOMM INC$127,5050.02%830CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$124,3270.02%438CommonNONE
98149E303GLDMWORLD GOLD TR$123,1130.02%2,368CommonNONE
892356106TSCOTRACTOR SUPPLY CO$119,3850.02%2,250CommonNONE
020002101ALLALLSTATE CORP$118,7590.02%616CommonNONE
539830109LMTLOCKHEED MARTIN CORP$118,5700.02%244CommonNONE
541098109CPTAUSDLOGAN RIDGE FINANCE CORP$118,1780.02%4,729CommonNONE
969457100WMBWILLIAMS COS INC$117,8740.02%2,178CommonNONE
278865100ECLECOLAB INC$116,2230.02%496CommonNONE
233377407DXPEDXP ENTERPRISES INC$115,6680.02%1,400CommonNONE
97717X669DGRWWISDOMTREE TR$114,7590.02%1,418CommonNONE
92204A405VFHVANGUARD WORLD FD$109,8060.02%930CommonNONE
25746U109DDOMINION ENERGY INC$107,8820.02%2,003CommonNONE
049560105ATOATMOS ENERGY CORP$107,2380.02%770CommonNONE
872590104TMUST-MOBILE US INC$107,0550.02%485CommonNONE
458140100INTCINTEL CORP$106,6460.02%5,319CommonNONE
92204A876VPUVANGUARD WORLD FD$106,2230.02%650CommonNONE
464288224ICLNISHARES TR$105,8230.02%9,299CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$105,8110.02%468CommonNONE
780287108RGLDROYAL GOLD INC$105,4800.02%800CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$104,5130.02%3,750CommonNONE
501044101KRKROGER CO$104,0780.02%1,702CommonNONE
464287598IWDISHARES TR$102,0070.02%551CommonNONE
247361702DALDELTA AIR LINES INC DEL$101,5460.02%1,679CommonNONE
46438G406ISHARES TR$101,2800.02%4,000CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$100,4780.02%3,204CommonNONE
30161Q104EXELEXELIXIS INC$99,9000.02%3,000CommonNONE
78468R200FLRNSPDR SER TR$99,7370.02%3,246CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$99,6640.02%911CommonNONE
58155Q103MCKMCKESSON CORP$96,8850.02%170CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$96,5510.02%1,820CommonNONE
464287564ICFISHARES TR$95,9870.02%1,593CommonNONE
66987V109NVSNOVARTIS AG$94,7800.01%974CommonNONE
922908629VOVANGUARD INDEX FDS$94,0310.01%356CommonNONE
064058100BKBANK NEW YORK MELLON CORP$93,9640.01%1,223CommonNONE
03076C106AMPAMERIPRISE FINL INC$93,7080.01%176CommonNONE
26884L109EQTEQT CORP$92,2200.01%2,000CommonNONE
00724F101ADBEADOBE INC$91,1600.01%205CommonNONE
464288646IGSBISHARES TR$91,1040.01%1,763CommonNONE
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37954Y715BOTZGLOBAL X FDS$90,6430.01%2,837CommonNONE
055622104BPBP PLC$90,6310.01%3,066CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$87,5960.01%249CommonNONE
550021109LULULULULEMON ATHLETICA INC$84,1310.01%220CommonNONE
46434V407SHYGISHARES TR$82,6640.01%1,940CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$82,1930.01%2,021CommonNONE
482480100KLACKLA CORP$81,9160.01%130CommonNONE
46429B747STIPISHARES TR$80,4800.01%800CommonNONE
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756158101UTGREAVES UTIL INCOME FD$79,2250.01%2,500CommonNONE
22052L104CTVACORTEVA INC$77,8080.01%1,366CommonNONE
609207105MDLZMONDELEZ INTL INC$77,5060.01%1,298CommonNONE
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33939L845QDEFFLEXSHARES TR$75,6310.01%1,077CommonNONE
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40412C101HCAHCA HEALTHCARE INC$72,9370.01%243CommonNONE
031100100AMEAMETEK INC$72,1040.01%400CommonNONE
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56585A102MPCMARATHON PETE CORP$70,3080.01%504CommonNONE
464288604ISCGISHARES TR$69,7390.01%1,410CommonNONE
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56400P706MNKDMANNKIND CORP$68,3280.01%10,627CommonNONE
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47103U845JAAAJANUS DETROIT STR TR$67,8500.01%1,338CommonNONE
804395101BFSSAUL CTRS INC$65,9600.01%1,700CommonNONE
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464286103EWAISHARES INC$65,5640.01%2,748CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$65,1840.01%338CommonNONE
98978V103ZTSZOETIS INC$65,0100.01%399CommonNONE
464287697IDUISHARES TR$64,3100.01%669CommonNONE
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53803X105LOBLIVE OAK BANCSHARES INC$63,2800.01%1,600CommonNONE
72346Q104PINNACLE FINL PARTNERS INC$63,1440.01%552CommonNONE
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70450Y103PYPLPAYPAL HLDGS INC$61,8790.01%725CommonNONE
29355X107NPOENPRO INC$59,1510.01%343CommonNONE
26875P101EOGEOG RES INC$58,8390.01%480CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$57,9330.01%150CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$57,5990.01%990CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$57,4860.01%549CommonNONE
59156R108METMETLIFE INC$57,1530.01%698CommonNONE
252131107DXCMDEXCOM INC$56,6170.01%728CommonNONE
754730109RJFRAYMOND JAMES FINL INC$56,5270.01%364CommonNONE
461202103INTUINTUIT$55,9370.01%89CommonNONE
670346105NUENUCOR CORP$55,5260.01%476CommonNONE
464287689IWVISHARES TR$55,1520.01%165CommonNONE
060505682BAC 7.25 PERP LBANK AMERICA CORP$54,8670.01%45CommonNONE
46429B697USMVISHARES TR$54,6060.01%615CommonNONE
863667101SYKSTRYKER CORPORATION$54,1550.01%151CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$54,1040.01%104CommonNONE
464288703ISCVISHARES TR$53,2650.01%840CommonNONE
78464A300SLYVSPDR SER TR$53,2230.01%610CommonNONE
92189F106GDXVANECK ETF TRUST$52,8320.01%1,558CommonNONE
942622200WSOWATSCO INC$52,6020.01%111CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$52,3840.01%3,200CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$52,2720.01%2,200CommonNONE
29364G103ETRENTERGY CORP NEW$50,8000.01%670CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$50,2010.01%850CommonNONE
460146103IPINTERNATIONAL PAPER CO$50,0530.01%930CommonNONE
871607107SNPSSYNOPSYS INC$49,9930.01%103CommonNONE
G29183103ETNEATON CORP PLC$49,7810.01%150CommonNONE
46434G103IEMGISHARES INC$49,0260.01%939CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$47,9720.01%1,740CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$47,8680.01%519CommonNONE
351858105FNVFRANCO NEV CORP$47,0360.01%400CommonNONE
345370860FFORD MTR CO$46,9860.01%4,746CommonNONE
20030N101CMCSACOMCAST CORP NEW$46,4630.01%1,238CommonNONE
78464A607RWRSPDR SER TR$46,1680.01%467CommonNONE
78468R721TFISPDR SER TR$45,6200.01%1,000CommonNONE
172062101CINFCINCINNATI FINL CORP$45,2660.01%315CommonNONE
37954Y574AUSFGLOBAL X FDS$44,9800.01%1,071CommonNONE
494368103KMBKIMBERLY-CLARK CORP$44,8160.01%342CommonNONE
46429B689EFAVISHARES TR$44,6190.01%631CommonNONE
693506107PPGPPG INDS INC$43,0020.01%360CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$42,5600.01%850CommonNONE
617446448MSMORGAN STANLEY$40,6080.01%323CommonNONE
87241L109TFIITFI INTL INC$40,5270.01%300CommonNONE
773903109ROKROCKWELL AUTOMATION INC$40,2970.01%141CommonNONE
04010L103ARCCARES CAPITAL CORP$40,1690.01%1,835CommonNONE
624580106MOVMOVADO GROUP INC$40,1280.01%2,039CommonNONE
65473P105NINISOURCE INC$40,0690.01%1,090CommonNONE
595112103MUMICRON TECHNOLOGY INC$39,7240.01%472CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$39,3680.01%700CommonNONE
253393102DKSDICKS SPORTING GOODS INC$39,1490.01%172CommonNONE
58733R102MELIMERCADOLIBRE INC$39,1110.01%23CommonNONE
83444M101SOLVSOLVENTUM CORP$39,0420.01%591CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$38,8040.01%638CommonNONE
04621X108AIZASSURANT INC$38,5930.01%181CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$38,5080.01%618CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$38,1480.01%1,200CommonNONE
172967424CCITIGROUP INC$37,8980.01%539CommonNONE
921937819BIVVANGUARD BD INDEX FDS$37,8780.01%507CommonNONE
381430230GSSTGOLDMAN SACHS ETF TR$37,1060.01%739CommonNONE
219350105GLWCORNING INC$36,8760.01%776CommonNONE
512807306LRCXLAM RESEARCH CORP$36,8380.01%510CommonNONE
H01301128ALCALCON AG$36,2490.01%427CommonNONE
G54950103LINLINDE PLC$35,5870.01%85CommonNONE
88339J105TTDTHE TRADE DESK INC$35,3770.01%301CommonNONE
875465106SKTTANGER INC$35,1200.01%1,029CommonNONE
922908553VNQVANGUARD INDEX FDS$34,3850.01%386CommonNONE
74340W103PLDPROLOGIS INC.$33,5240.01%318CommonNONE
032108664HACKAMPLIFY ETF TR$33,5210.01%450CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$33,2430.01%138CommonNONE
78464A284HYMBSPDR SER TR$32,5380.01%1,272CommonNONE
464287473IWSISHARES TR$32,0770.01%248CommonNONE
46436E833IBTIISHARES TR$31,7610.00%1,450CommonNONE
46137Y609RSPCINVESCO EXCHANGE TRADED FD T$31,6400.00%925CommonNONE
45167R104IEXIDEX CORP$31,3940.00%150CommonNONE
78409V104SPGIS&P GLOBAL INC$31,3760.00%63CommonNONE
816851109SRESEMPRA$31,1410.00%355CommonNONE
37940X102GPNGLOBAL PMTS INC$31,0410.00%277CommonNONE
697900108PAASPAN AMERN SILVER CORP$30,3300.00%1,500CommonNONE
150870103CECELANESE CORP DEL$29,7610.00%430CommonNONE
92338C103VLTOVERALTO CORP$29,6510.00%292CommonNONE
427866108HSYHERSHEY CO$29,6370.00%175CommonNONE
37954Y384BUGGLOBAL X FDS$28,8810.00%900CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$28,1790.00%172CommonNONE
911363109URIUNITED RENTALS INC$28,1780.00%40CommonNONE
464287481IWPISHARES TR$28,1390.00%222CommonNONE
231021106CMICUMMINS INC$27,8880.00%80CommonNONE
337932107FEFIRSTENERGY CORP$27,6480.00%695CommonNONE
82509L107SHOPSHOPIFY INC$27,6460.00%260CommonNONE
464287176TIPISHARES TR$27,5970.00%259CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$27,5320.00%723CommonNONE
097023105BABOEING CO$27,4350.00%155CommonNONE
H1467J104CBCHUBB LIMITED$27,3540.00%99CommonNONE
115637209BF/BBROWN FORMAN CORP$27,2320.00%717CommonNONE
534187109LNCLINCOLN NATL CORP IND$27,0170.00%852CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$26,8160.00%344CommonNONE
37954Y871URAGLOBAL X FDS$26,7800.00%1,000CommonNONE
452327109ILMNILLUMINA INC$26,7260.00%200CommonNONE
922908751VBVANGUARD INDEX FDS$26,4310.00%110CommonNONE
700658107PRKPARK NATL CORP$26,4010.00%154CommonNONE
46429B663HDVISHARES TR$26,2690.00%234CommonNONE
87612E106TGTTARGET CORP$26,0900.00%193CommonNONE
37733W204GSKGSK PLC$25,6020.00%757CommonNONE
74762E102QUREQUANTA SVCS INC$25,2840.00%80CommonNONE
95040Q104WELLWELLTOWER INC$25,2060.00%200CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$25,0550.00%48CommonNONE
78464A763SDYSPDR SER TR$24,9670.00%189CommonNONE
046353108AZNNASTRAZENECA PLC$24,5700.00%375CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$24,5610.00%101CommonNONE
N07059210ASMLASML HOLDING N V$24,5100.00%36CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$23,8550.00%915CommonNONE
760759100RSGREPUBLIC SVCS INC$23,7400.00%118CommonNONE
91529Y106UNMUNUM GROUP$23,7350.00%325CommonNONE
233331107DTEDTE ENERGY CO$23,5470.00%195CommonNONE
46435U168IBHEISHARES TR$23,2000.00%1,000CommonNONE
34959J108FTVFORTIVE CORP$23,1750.00%309CommonNONE
65339F101NEENEXTERA ENERGY INC$22,5170.00%315CommonNONE
260557103DOWDOW INC$22,1920.00%553CommonNONE
776696106ROPROPER TECHNOLOGIES INC$21,8340.00%42CommonNONE
90384S303ULTAULTA BEAUTY INC$21,7470.00%50CommonNONE
92936U109WPCWP CAREY INC$21,5750.00%396CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$21,5450.00%255CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$21,4570.00%635CommonNONE
462222100IONSIONIS PHARMACEUTICALS INC$20,9760.00%600CommonNONE
464287622IWBISHARES TR$20,9410.00%65CommonNONE
92189F791GDXJVANECK ETF TRUST$20,3070.00%475CommonNONE
G3156P103ASAASA GOLD AND PRECIOUS MTLS L$20,2200.00%1,000CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$20,1790.00%258CommonNONE
78464A201SLYGSPDR SER TR$20,1490.00%223CommonNONE
036752103ELVELEVANCE HEALTH INC$19,9210.00%54CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$19,5260.00%1,666CommonNONE
254709108DFSEURDISCOVER FINL SVCS$19,4020.00%112CommonNONE
443201108HWMHOWMET AEROSPACE INC$19,3590.00%177CommonNONE
369550108GDGENERAL DYNAMICS CORP$18,9720.00%72CommonNONE
46436E841IBTHISHARES TR$18,8680.00%850CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$18,5680.00%83CommonNONE
011532108AGIALAMOS GOLD INC NEW$18,4400.00%1,000CommonNONE
464288745RXIISHARES TR$18,4350.00%100CommonNONE
464288588MBBISHARES TR$18,3360.00%200CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$18,2460.00%325CommonNONE
464287838IYMISHARES TR$18,1910.00%140CommonNONE
78464A698KRESPDR SER TR$18,1050.00%300CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$17,1030.00%37CommonNONE
55024U109LITELUMENTUM HLDGS INC$16,9580.00%202CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$16,8990.00%220CommonNONE
90214Q584CGVTWO RDS SHARED TR$16,7290.00%1,333CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$16,4720.00%94CommonNONE
032095101APHAMPHENOL CORP NEW$16,4600.00%237CommonNONE
500767405KBAKRANESHARES TRUST$16,4150.00%700CommonNONE
37045V100GMGENERAL MTRS CO$16,3040.00%307CommonNONE
11135F101AVGOBROADCOM INC$16,2290.00%70CommonNONE
49427F108KRCKILROY RLTY CORP$16,1800.00%400CommonNONE
579780206MKCMCCORMICK & CO INC$16,1440.00%212CommonNONE
125523100CITHE CIGNA GROUP$16,0170.00%58CommonNONE
23306X100DBX ETF TR$15,6960.00%669CommonNONE
98389B100XELXCEL ENERGY INC$15,5300.00%230CommonNONE
637417106NNNNNN REIT INC$15,5230.00%380CommonNONE
40434L105HPQHP INC$15,4340.00%473CommonNONE
25243Q205DEODIAGEO PLC$15,2560.00%120CommonNONE
74347R214BIBPROSHARES TR$15,1980.00%300CommonNONE
384109104GGGGRACO INC$15,0040.00%178CommonNONE
37954Y194ONOFGLOBAL X FDS$14,4060.00%411CommonNONE
831865209AOSSMITH A O CORP$14,3930.00%211CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$14,3660.00%136CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$13,9340.00%180CommonNONE
464287226AGGISHARES TR$13,7600.00%142CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$13,5370.00%130CommonNONE
009158106APDAIR PRODS & CHEMS INC$13,3420.00%46CommonNONE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$13,3400.00%392CommonNONE
46144X396KNOINVESTMENT MANAGERS SER TR I$13,3210.00%308CommonNONE
03831W108APPAPPLOVIN CORP$13,2780.00%41CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$13,2680.00%200CommonNONE
911717106USCIUNITED STS COMMODITY INDEX F$13,1960.00%200CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$13,0380.00%382CommonNONE
44267T102HHHHOWARD HUGHES HOLDINGS INC$12,9230.00%168CommonNONE
89151E109TTENTOTALENERGIES SE$12,8620.00%236CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$12,6430.00%251CommonNONE
464287234EEMISHARES TR$12,5460.00%300CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$12,5450.00%1,300CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$12,5410.00%569CommonNONE
521865204LEALEAR CORP$12,3110.00%130CommonNONE
464287184FXIISHARES TR$12,1760.00%400CommonNONE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$11,9670.00%218CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$11,7630.00%63CommonNONE
61774R833EVLNMORGAN STANLEY ETF TRUST$11,6850.00%232CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$11,5610.00%240CommonNONE
143658300CCL1EURCARNIVAL CORP$11,4640.00%460CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$11,4360.00%96CommonNONE
651639106NEMNEWMONT CORP$11,1660.00%300CommonNONE
832696405SJMSMUCKER J M CO$11,0120.00%100CommonNONE
922908611VBRVANGUARD INDEX FDS$10,9000.00%55CommonNONE
067901108ABXBARRICK GOLD CORP$10,8970.00%703CommonNONE
745867101PHMPULTE GROUP INC$10,8900.00%100CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$10,5980.00%52CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$10,4980.00%133CommonNONE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$10,3270.00%115CommonNONE
450913108IAGIAMGOLD CORP$10,3200.00%2,000CommonNONE
69344A834PAAAPGIM ETF TR$10,2400.00%200CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$10,1140.00%430CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$10,0880.00%170CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$9,9440.00%62CommonNONE
892331307TMTOYOTA MOTOR CORP$9,9260.00%51CommonNONE
61774R700EVSBMORGAN STANLEY ETF TRUST$9,7840.00%193CommonNONE
720190206PDMPIEDMONT OFFICE REALTY TR IN$9,7730.00%1,068CommonNONE
12572Q105CMECME GROUP INC$9,7540.00%42CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$9,6970.00%76CommonNONE
30161N101EXCEXELON CORP$9,4100.00%250CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$9,3540.00%45CommonNONE
922908595VBKVANGUARD INDEX FDS$9,2420.00%33CommonNONE
405552100HLNHALEON PLC$9,1210.00%956CommonNONE
45168D104IDXXIDEXX LABS INC$9,0960.00%22CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$9,0920.00%50CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$8,8820.00%441CommonNONE
174610105CFGCITIZENS FINL GROUP INC$8,7520.00%200CommonNONE

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.