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Connectus Wealth, LLC

Q1 2023 · 13F-HR

Connectus Wealth, LLCholdings as filed

Filed 2023-05-11 · accession 0001765380-23-000120

$4.06B
Reported value
432
Positions
2023-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$231.1M5.69%1,431,415CommonSOLE
594918104MSFTMicrosoft Corp$163.1M4.01%585,283CommonSOLE
57636Q104MAMASTERCARD INC CL A$121.3M2.98%341,792CommonSOLE
883556102TMOThermo Fisher Scientific$105.5M2.60%183,002CommonSOLE
464288588MBBISHARES TR$92.7M2.28%978,048CommonSOLE
78462F103SPYS&P 500 ETF$84.0M2.07%205,262CommonSOLE
02079K107GOOGALPHABET INC CL C$76.4M1.88%788,913CommonSOLE
22160K105COSTCostco Wholesale Corp$76.4M1.88%153,935CommonSOLE
91324P102UNHUnitedHealth Group$75.4M1.86%159,411CommonSOLE
02079K305GOOGLAlphabet Inc Cl A$74.4M1.83%717,149CommonSOLE
46625H100JPMJPMorgan Chase$67.4M1.66%517,150CommonSOLE
464288638IGIBISHARES TR$54.6M1.34%1,064,376CommonSOLE
464287200IVVISHARES TRUST$53.6M1.32%130,034CommonSOLE
90384S303ULTAULTA BEAUTY INC$52.0M1.28%95,320CommonSOLE
989207105ZBRAZebra Technologies$48.6M1.20%152,785CommonSOLE
438516106HONHoneywell Intl Inc$46.6M1.15%243,917CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE$43.9M1.08%871,805CommonSOLE
126650100CVSCVS Health Corp$43.3M1.06%581,387CommonSOLE
G1151C101ACNAccenture PLC Cl A$42.1M1.03%151,295CommonSOLE
437076102HDHome Depot Inc$41.9M1.03%142,042CommonSOLE
007903107AMDADV MICRO DEVICES$41.8M1.03%426,827CommonSOLE
892672106TWTradeweb Markets Inc$41.0M1.01%518,298CommonSOLE
461202103INTUINTUIT$40.7M1.00%90,910CommonSOLE
464288646IGSBISHARES TR$37.8M0.93%747,438CommonSOLE
464287507IJHIShr S&P MidCap$37.4M0.92%148,956CommonSOLE
464287457SHYISHARES$36.6M0.90%444,614CommonSOLE
00724F101ADBEADOBE INC$35.8M0.88%92,797CommonSOLE
G0403H108AONAon PLC$35.1M0.86%111,210CommonSOLE
46431W812IGBHISHARES US$34.9M0.86%1,494,556CommonSOLE
09247X101BLKCHFBlackrock Inc Com$34.9M0.86%52,213CommonSOLE
02209S103MOAltria Group$32.3M0.79%723,310CommonSOLE
98138H101WDAYWorkday Inc$31.8M0.78%154,105CommonSOLE
30303M102METAMeta Platforms Inc$31.8M0.78%164,052CommonSOLE
872590104TMUST-MOBILE US INC$31.6M0.78%218,136CommonSOLE
46137V357RSPINVESCO EXCHANGETRAD$30.9M0.76%213,317CommonSOLE
464288661IEIISHARES$30.1M0.74%255,485CommonSOLE
46138G508BKLNINVESCO EXCHNG TRADE$30.0M0.74%1,440,230CommonSOLE
254687106DISWalt Disney Co$29.9M0.74%298,702CommonSOLE
56585A102MPCMarathon Petroleum$29.3M0.72%217,450CommonSOLE
166764100CVXCHEVRON CORP$29.3M0.72%179,284CommonSOLE
26875P101EOGEOG Resources Inc$29.0M0.71%253,279CommonSOLE
67066G104NVDANvidia Corp$29.0M0.71%104,343CommonSOLE
055622104BPBP PLC$28.9M0.71%760,181CommonSOLE
01609W102BABAALIBABA GROUP HLDG$28.7M0.71%281,284CommonSOLE
863667101SYKStryker Corp$28.7M0.71%100,552CommonSOLE
79466L302CRMSALESFORCE INC$27.5M0.68%137,602CommonSOLE
717081103PFEPFIZER INC$27.3M0.67%668,054CommonSOLE
464288414MUBIShr S&P Natl Muni Bd Fd ETF$27.2M0.67%251,824CommonSOLE
464287341IXCIShr S&P Global Energy$26.9M0.66%712,283CommonSOLE
75513E101RTXRaytheon Technologies$26.8M0.66%274,112CommonSOLE
125523100CITHE CIGNA GROUP$26.7M0.66%104,259CommonSOLE
29355A107ENPHENPHASE ENERGY$26.3M0.65%124,974CommonSOLE
59156R108METMETLIFE INC$25.1M0.62%431,828CommonSOLE
21036P108STZConstellation Brands$24.8M0.61%109,813CommonSOLE
H1467J104CBCHUBB LIMITED$24.6M0.61%126,725CommonSOLE
64110L106NFLXNETFLIX INC$24.4M0.60%70,602CommonSOLE
464287432TLTiShr 20 Year Treasury Bd Fd ETF$23.3M0.57%218,975CommonSOLE
235851102DHRDanaher Corp$22.2M0.55%88,126CommonSOLE
464287804IJRIShr S&P Sm Cap$21.6M0.53%222,550CommonSOLE
20030N101CMCSAComcast Corp Cl A$21.5M0.53%567,793CommonSOLE
776696106ROPRoper Technologies Inc$20.6M0.51%51,507CommonSOLE
126408103CSXCSX CORP$20.5M0.50%682,802CommonSOLE
46434G822EWJISHARES INC$20.5M0.50%348,335CommonSOLE
20369C106CHCTCommunity Healthcare Trust Inc$20.4M0.50%556,449CommonSOLE
925652109VICIVICI PPTYS INC$19.5M0.48%599,077CommonSOLE
064058100BKBank New York Mellon$18.8M0.46%412,915CommonSOLE
713448108PEPPEPSICO INC$18.8M0.46%102,930CommonSOLE
81762P102NOWServiceNow, Inc.$18.6M0.46%39,983CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$18.0M0.44%38,126CommonSOLE
58155Q103MCKMCKESSON CORP$17.8M0.44%49,884CommonSOLE
33767E202FSVFirstService Corp$17.3M0.43%122,669CommonSOLE
30231G102XOMExxon Mobil Corp$16.8M0.41%152,902CommonSOLE
023135106AMZNAMAZON COM INC$16.5M0.41%159,856CommonSOLE
464286608EZUISHARES INC$16.1M0.40%358,064CommonSOLE
88160R101TSLATESLA INC$14.8M0.36%71,309CommonSOLE
316092600FHLCFIDELITYCOVINGTON TR$14.6M0.36%238,118CommonSOLE
46137V852PTHInvesco DWA Healthcare$14.6M0.36%130,405CommonSOLE
464286665EPPISHARES$14.3M0.35%326,300CommonSOLE
316092808FTECFIDELITY COVINGTON T$14.0M0.34%122,402CommonSOLE
74347B680REGLProShares S&P 400 Div Aristocr$13.8M0.34%194,575CommonSOLE
46434V860TFLOISHARES TR$13.5M0.33%266,846CommonSOLE
46432F834IXUSIShares Total International$13.4M0.33%216,092CommonSOLE
464287168DVYIShr Sel. Dividend$11.9M0.29%101,432CommonSOLE
29250n105Enbridge Inc$11.9M0.29%311,574CommonSOLE
35671D857FCXFreeport-McMoran Cpr&Gld$11.3M0.28%276,699CommonSOLE
34959J108FTVFortive Corporation$11.0M0.27%161,754CommonSOLE
743315103PGRPROGRESSIVE CORP$10.9M0.27%76,452CommonSOLE
464288513HYGISHARES TR$10.7M0.26%141,541CommonSOLE
464287440IEFISHARES$10.6M0.26%106,769CommonSOLE
922908363VOOVanguard S&P 500 ETF$10.6M0.26%28,130CommonSOLE
46434G103IEMGIShr Core MSCI Em Mkt$10.5M0.26%214,583CommonSOLE
891092108TTCTORO CO$10.4M0.26%93,680CommonSOLE
85571B105STWDStarwood Ppty Trust$10.3M0.25%584,492CommonSOLE
464289511IGLBISHARES$10.3M0.25%196,367CommonSOLE
808524805SCHFSchwab Intl Eq$9.8M0.24%282,143CommonSOLE
316092303FSTAFIDELITYCOVINGTON TR$9.7M0.24%215,591CommonSOLE
478160104JNJJohnson & Johnson$9.7M0.24%62,271CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$9.5M0.23%17,995CommonSOLE
78464A474SPSBSPDR Portfolio Short Term Corp ETF$9.5M0.23%321,195CommonSOLE
609207105MDLZMONDELEZ INTL INC$9.4M0.23%134,818CommonSOLE
45168D104IDXXIDEXX Laboratories$9.1M0.22%18,254CommonSOLE
464286509EWCISHARES INC$9.1M0.22%266,920CommonSOLE
G29183103ETNEATON CORPORATION$9.0M0.22%52,540CommonSOLE
00287Y109ABBVABBVIE INC$8.9M0.22%56,073CommonSOLE
002824100ABTAbbott Labs$8.5M0.21%83,687CommonSOLE
693475105PNCPNC Finl Services Grp$8.3M0.20%65,397CommonSOLE
718172109PMPhilip Morris Intl$8.2M0.20%84,373CommonSOLE
032654105ADIANALOG DEVICES INC$8.1M0.20%40,981CommonSOLE
17275R102CSCOCisco Systems Inc$8.0M0.20%153,605CommonSOLE
253868103DLRDigital Realty Trust$7.9M0.20%80,864CommonSOLE
55354G100MSCIMSCI Inc$7.8M0.19%13,970CommonSOLE
92189H409HYDVANECK ETF TR$7.7M0.19%149,005CommonSOLE
46137V100PPAInvesco Aerospace & Defense$7.7M0.19%95,018CommonSOLE
026874784AIGAMERN INTL GROUP INC$7.6M0.19%151,576CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$7.6M0.19%78,505CommonSOLE
16411R208LNGCheniere Energy$7.5M0.18%47,579CommonSOLE
46435G334EWUISHARES TR$7.5M0.18%230,990CommonSOLE
882508104TXNTEXAS INSTRUMENTS$7.4M0.18%39,732CommonSOLE
46431W606HYGHISHARES U S ETF TR$7.3M0.18%88,196CommonSOLE
464288687PFFIShr US Pfd Stk Index ETF$7.2M0.18%231,861CommonSOLE
084670702BRK/BBerkshire Hathaway Inc B$7.2M0.18%27,051CommonSOLE
701094104PHPARKER HANNIFIN CORP$7.0M0.17%20,847CommonSOLE
293792107EPDEnterprise Prods LP$7.0M0.17%271,495CommonSOLE
742718109PGProcter & Gamble Co$6.9M0.17%46,295CommonSOLE
464287226AGGISHARES TR$6.9M0.17%68,783CommonSOLE
458140100INTCINTEL CORP$6.8M0.17%207,531CommonSOLE
617446448MSMorgan Stanley$6.6M0.16%74,651CommonSOLE
33740F888UCONFirst Tr TCW Unconstrained ETF$6.5M0.16%268,912CommonSOLE
922908769VTIVanguard Tot Stk Mkt$6.4M0.16%31,460CommonSOLE
33739Q200LMBSFirst Trust Low Duration Opp ETF$6.2M0.15%128,631CommonSOLE
H42097107UBSUBS AG$6.0M0.15%280,928CommonSOLE
92826C839VVISA INC CL A$6.0M0.15%33,854CommonSOLE
891160509TDTORONTO DOMINION BK$5.7M0.14%94,305CommonSOLE
58933Y105MRKMerck & Co$5.6M0.14%52,632CommonSOLE
530307305LBRDKLiberty Broadband-C$5.4M0.13%65,890CommonSOLE
247361702DALDELTA AIR LINES$5.2M0.13%150,069CommonSOLE
871829107SYYSYSCO CORP$5.1M0.13%66,290CommonSOLE
88579Y101MMM3M COMPANY$5.1M0.13%48,413CommonSOLE
316092501FNCLFIDELITYCOVINGTON TR$5.1M0.12%112,239CommonSOLE
316092204FDISFIDELITYCOVINGTON TR$5.1M0.12%77,172CommonSOLE
464288240ACWXIShr World Ex-US$4.9M0.12%100,574CommonSOLE
921943858VEAVanguard FTSE Developed ETF$4.7M0.12%104,745CommonSOLE
20825C104COPConoco Phillips$4.6M0.11%45,967CommonSOLE
012653101ALBAlbemarle Corp$4.4M0.11%19,997CommonSOLE
443573100HUBSHUBSPOT INC$4.4M0.11%10,262CommonSOLE
036752103ELVELEVANCE HEALTH INC$4.4M0.11%9,460CommonSOLE
747525103QCOMQUALCOMM INC$4.3M0.11%33,792CommonSOLE
92189F643MOATVanEck Vectors Morningstar$4.3M0.11%58,525CommonSOLE
78468R200FLRNSPDR SER TR$4.3M0.11%141,794CommonSOLE
N53745100LYBLYONDELLBASELL INDUS$4.3M0.10%45,168CommonSOLE
316092402FENYFIDELITYCOVINGTON TR$4.2M0.10%188,848CommonSOLE
038222105AMATAPPLIED MATERIALS$4.2M0.10%34,422CommonSOLE
92840M102VSTVISTRA CORP$4.1M0.10%171,138CommonSOLE
11135F101AVGOBROADCOM INC$4.1M0.10%6,339CommonSOLE
444859102HUMHUMANA INC$4.1M0.10%8,346CommonSOLE
73278L105POOLPool Corporation$4.0M0.10%11,818CommonSOLE
172967424CCitigroup Inc$4.0M0.10%85,595CommonSOLE
060505104BACBank of America$4.0M0.10%138,714CommonSOLE
808524201SCHXSchwab Strategic Tr US Lg Cp E$3.9M0.10%79,868CommonSOLE
565849106MRO*MARATHON OIL CORP$3.8M0.09%159,882CommonSOLE
68389X105ORCLORACLE CORP$3.8M0.09%41,013CommonSOLE
29273V100ETENERGY TRANSFER L P$3.8M0.09%302,208CommonSOLE
71654V408PBRPETROLEO BRASILEIRO$3.7M0.09%354,720CommonSOLE
316092709FIDUFIDELITYCOVINGTON TR$3.7M0.09%69,732CommonSOLE
316092865FUTYFIDELITYCOVINGTON TR$3.7M0.09%83,414CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3.6M0.09%69,471CommonSOLE
808524300SCHGSchwab US Large Cap Growth ETF$3.6M0.09%55,272CommonSOLE
548661107LOWLowes Co$3.6M0.09%17,973CommonSOLE
459200101IBMINTL BUSINESS MCHN$3.6M0.09%27,341CommonSOLE
464287556IBBIShr Biotech$3.6M0.09%27,630CommonSOLE
316092873FCOMFIDELITY COVINGTON$3.5M0.09%96,054CommonSOLE
192446102CTSHCOGNIZANT TECH SOLNS$3.5M0.09%57,201CommonSOLE
87612E106TGTTarget Corp$3.5M0.09%20,990CommonSOLE
205887102CAGCONAGRA BRANDS INC$3.5M0.09%92,087CommonSOLE
12514G108CDWCDW CORP$3.5M0.09%17,726CommonSOLE
191216100KOCOCA-COLA CO$3.4M0.08%55,604CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.3M0.08%20,166CommonSOLE
46090E103QQQINVESCO QQQ TR$3.3M0.08%10,124CommonSOLE
74460D109PSAPUBLIC STORAGE$3.2M0.08%10,650CommonSOLE
G50871105JAZZJAZZ PHARMA PLC$3.2M0.08%21,859CommonSOLE
33738d606First Trust Long Duration Opp ETF$3.2M0.08%139,605CommonSOLE
872540109TJXTJX Companies Inc$3.2M0.08%55,364CommonSOLE
464287150ITOTISHARES TRUST CORE$3.2M0.08%34,814CommonSOLE
61945C103MOSMOSAIC CO$3.1M0.08%68,403CommonSOLE
576485205MTDRMATADOR RESOURCES$3.1M0.08%65,080CommonSOLE
571903202MARMARRIOTT INTL INC$3.1M0.08%18,422CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICL$3.0M0.07%9,583CommonSOLE
91913Y100VLOVALERO ENERGY CORP$3.0M0.07%21,337CommonSOLE
127097103CTRACOTERRA ENERGY INC$2.9M0.07%118,380CommonSOLE
532457108LLYLILLY ELI & CO$2.9M0.07%8,448CommonSOLE
49456B101KMIKINDER MORGAN INC$2.9M0.07%164,828CommonSOLE
464287655IWMIShr Russell 2000$2.9M0.07%16,118CommonSOLE
78409V104SPGIS&P GLOBAL INC$2.8M0.07%17,417CommonSOLE
988498101YUMYUM BRANDS INC$2.8M0.07%21,117CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.8M0.07%33,612CommonSOLE
46141D203UUPINVESCO DB$2.8M0.07%100,100CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2.8M0.07%12,351CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$2.7M0.07%59,215CommonSOLE
78463V107GLDSPDR Gold Fund$2.7M0.07%14,748CommonSOLE
040413106ANETEURARISTA NETWORKS IN$2.7M0.07%16,053CommonSOLE
98978V103ZTSZOETIS INC$2.7M0.07%15,904CommonSOLE
237266101DARDARLING INGREDIENTS$2.7M0.07%45,422CommonSOLE
98156Q108WORLD WRESTLING ENT$2.6M0.07%29,034CommonSOLE
631103108NDAQNASDAQ INC$2.6M0.06%47,072CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.4M0.06%31,745CommonSOLE
928563402VMWAVMWARE INC$2.4M0.06%19,548CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.4M0.06%51,786CommonSOLE
855244109SBUXStarbucks Corp$2.4M0.06%59,417CommonSOLE
81369Y803XLKSELECT SECTOR SPDR$2.4M0.06%15,832CommonSOLE
464287176TIPISHARES TR$2.4M0.06%21,571CommonSOLE
72201R833MINTPIMCO ENHANCED SHORT ETF$2.4M0.06%23,948CommonSOLE
666807102NOCNORTHROP GRUMMAN CO$2.3M0.06%5,074CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY CL A$2.3M0.06%5CommonSOLE
808524755FNDFSchwab Fundamental Intl Lrg Co$2.3M0.06%73,546CommonSOLE
931427108WFCWALGREENS BOOTS ALNC$2.3M0.06%66,457CommonSOLE
670100205NVONovo Nordisk AS Adr$2.3M0.06%14,245CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE$2.1M0.05%24,089CommonSOLE
260557103DOWDOW INC$2.0M0.05%36,552CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL$2.0M0.05%6,404CommonSOLE
464287622IWBISHARES$1.9M0.05%8,652CommonSOLE
78467X109DIASPDR DOW JONES INDL$1.9M0.05%5,855CommonSOLE
679580100ODFLOLD DOMINION FGHT$1.9M0.05%5,709CommonSOLE
62855J104MYGNMYRIAD GENETICS INC$1.9M0.05%83,754CommonSOLE
907818108UNPUnion Pacific Corp$1.9M0.05%9,618CommonSOLE
047649108ATKRATKORE INC$1.9M0.05%13,729CommonSOLE
44107P104HSTHOST HOTELS & RESRTS$1.9M0.05%116,404CommonSOLE
46137V191RFVInvesco S&P Midcap 400 Pure$1.9M0.05%19,945CommonSOLE
96208T104WEXWEX INC.$1.9M0.05%10,168CommonSOLE
92343V104VZVERIZON COMMUNICATIO$1.9M0.05%47,939CommonSOLE
46137V241SPHQInvesco SP500 Quality ETF$1.9M0.05%39,232CommonSOLE
031162100AMGNAMGEN INC$1.8M0.05%7,605CommonSOLE
37045V100GMGENERAL MOTORS CO$1.8M0.05%50,105CommonSOLE
233331107DTEDTE ENERGY CO$1.8M0.05%16,722CommonSOLE
016255101ALGNALIGN TECH INC$1.7M0.04%5,228CommonSOLE
278642103EBAYEbay Inc$1.7M0.04%38,766CommonSOLE
097023105BABOEING CO$1.7M0.04%7,995CommonSOLE
128117108CHICalamos Conv Opp Inc ETF$1.7M0.04%159,950CommonSOLE
345370860FFORD MOTOR CO$1.7M0.04%133,216CommonSOLE
20854L108CEIXEURCONSOL ENERGY DISC$1.7M0.04%28,536CommonSOLE
25754A201DPZDOMINOS PIZZA INC$1.6M0.04%9,531CommonSOLE
N20944109CNHCNH INDUSTRIAL N.V.$1.6M0.04%107,266CommonSOLE
46138E164Invesco S&P SmallCap Energy Et$1.6M0.04%176,000CommonSOLE
N07059210ASMLASML Holding$1.6M0.04%2,380CommonSOLE
039483102ADMARCHER DANIELS MIDLD$1.6M0.04%19,892CommonSOLE
26210C104DBXDROPBOX INC$1.6M0.04%73,327CommonSOLE
911312106UPSUnited Parcel Service$1.6M0.04%8,081CommonSOLE
03073E105CORAMERISOURCE-BERGEN$1.6M0.04%9,749CommonSOLE
921910709EDVVANGUARD WORLD FD$1.6M0.04%17,236CommonSOLE
03784Y200APLEAPPLE HOSPITALITY$1.5M0.04%99,479CommonSOLE
285512109EAELECTRONIC ARTS INC$1.5M0.04%12,754CommonSOLE
546347105LPXLOUISIANA PAC CORP$1.5M0.04%28,259CommonSOLE
00206R102TAT&T INC$1.5M0.04%79,670CommonSOLE
680665205OLNOLIN CORP$1.5M0.04%27,486CommonSOLE
942622200WSOWatsco Inc$1.5M0.04%4,665CommonSOLE
30040W108ESEversource Energy$1.5M0.04%18,818CommonSOLE
086516101BBYBEST BUY INC$1.4M0.04%18,226CommonSOLE
464288885EFGIShares MSCI EAFE Growth ETF$1.4M0.03%14,908CommonSOLE
654106103NKENIKE INC$1.3M0.03%10,978CommonSOLE
902973304USBUS BANCORP DEL$1.3M0.03%37,207CommonSOLE
464288653TLHISHARES$1.3M0.03%11,565CommonSOLE
053015103ADPAutomatic Data Proc$1.3M0.03%5,943CommonSOLE
50212V100LPLALPL FINANCIAL HLDGS$1.3M0.03%6,506CommonSOLE
278865100ECLECOLAB INC$1.3M0.03%7,957CommonSOLE
665859104NTRSNorthern Trust$1.3M0.03%14,931CommonSOLE
406216101HALHALLIBURTON$1.3M0.03%40,007CommonSOLE
15135B101CNCCENTENE CORP DEL$1.3M0.03%19,823CommonSOLE
38141G104GSGOLDMAN SACHS GROUP$1.3M0.03%3,828CommonSOLE
78467Y107MDYS&P MidCap 400 ETF$1.2M0.03%2,709CommonSOLE
45778Q107NSPINSPERITY INC$1.2M0.03%10,180CommonSOLE
10316T104BOXBOX INC$1.2M0.03%45,983CommonSOLE
101137107BSXBOSTON SCIENTIFIC$1.2M0.03%23,737CommonSOLE
78464A870XBIS&P Biotech SPDR$1.2M0.03%15,425CommonSOLE
808524102SCHBSchwab US Broad Mkt ETF$1.2M0.03%24,185CommonSOLE
217204106CPRTCOPART INC$1.2M0.03%15,314CommonSOLE
29444U700EQIXEQUINIX INC$1.1M0.03%1,584CommonSOLE
125269100CFCF INDUSTRIES HLDGS$1.1M0.03%15,630CommonSOLE
92189F106GDXVANECK ETF TRUST$1.1M0.03%34,597CommonSOLE
30214U102EXPOEXPONET INC$1.1M0.03%11,000CommonSOLE
28176E108EWEDWARDS LIFESCIENCE$1.1M0.03%12,912CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB$1.1M0.03%15,294CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.0M0.03%21,278CommonSOLE
26441C204DUKDuke Energy$1.0M0.03%10,569CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.0M0.03%13,547CommonSOLE
30225T102EXRExtra Space Storage Inc$996,3170.02%6,115CommonSOLE
464287614IWFIShr Rus l000 Growth$995,4640.02%4,073CommonSOLE
G5960L103MDTMedtronic PLC$992,5590.02%12,307CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR$992,4060.02%10,666CommonSOLE
25243Q205DEODIAGEO P L C$983,5650.02%5,428CommonSOLE
31428X106FDXFEDEX CORP$980,3210.02%4,288CommonSOLE
931142103WMTWal-Mart Stores Inc$947,1150.02%6,415CommonSOLE
291011104EMREmerson Electric Co$915,8410.02%10,510CommonSOLE
693506107PPGPPG INDUSTRIES INC$908,1390.02%6,798CommonSOLE
464287572IOOIShr S&P Glb 100$886,9600.02%12,660CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE$882,1030.02%6,785CommonSOLE
464287309IVWISHARES$861,1640.02%13,477CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIE$845,2800.02%4,301CommonSOLE
294429105EFXEQUIFAX INC$825,2820.02%4,067CommonSOLE
03027X100AMTAMERICAN TOWER CORP$819,4490.02%4,008CommonSOLE
22052L104CTVACORTEVA INC$804,8560.02%13,344CommonSOLE
580135101MCDMcDonalds Corp$791,5000.02%2,826CommonSOLE
384802104GWWGrainger W W Inc$784,7820.02%1,139CommonSOLE
842587107SOSouthern Co$772,7410.02%11,099CommonSOLE
110448107BTIBRITISH AMER TOB PLC$762,0920.02%21,675CommonSOLE
89151E109TTENTOTALENERGIES SE$739,4830.02%12,523CommonSOLE
12572Q105CMECME Group Inc.$738,3100.02%3,855CommonSOLE
889478103TOLTOLL BROTHERS INC$735,9920.02%12,260CommonSOLE
084423102WRBBERKLEY W R CORP$735,7260.02%11,815CommonSOLE
384109104GGGGRACO INC$730,1000.02%10,000CommonSOLE
142339100CSLCARLISLE COS INC$723,4500.02%3,200CommonSOLE
46434V878ICSHISHARES TR$721,8410.02%14,365CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$714,2390.02%12,988CommonSOLE
42809H107HESHESS CORPORATION$696,1180.02%5,259CommonSOLE
714046109RVTYPERKINELMER INC$690,1650.02%5,178CommonSOLE
48268K101KTKT CORPORATION$681,0120.02%60,054CommonSOLE
722304102PDDPDD HOLDINGS$679,9120.02%8,958CommonSOLE
172062101CINFCINCINNATI FINL CORP$679,4850.02%6,062CommonSOLE
98419M100XYLXylem Inc Com$664,8450.02%6,350CommonSOLE
459506101IFFINTL FLAVORS & FRAGR$663,1860.02%7,211CommonSOLE
92857W308VODVODAFONE GRP PLC$660,3900.02%59,817CommonSOLE
47215P106JDJD.COM INC$655,9460.02%14,944CommonSOLE
494368103KMBKimberly/Clark$627,2100.02%4,673CommonSOLE
G3223R108EGEVEREST RE GROUP LTD$625,8890.02%1,745CommonSOLE
09857L108BKNGBOOKING HLDGS INC$624,2910.02%2,113CommonSOLE
316092857FRELFIDELITY$615,4060.02%24,661CommonSOLE
682680103OKEONEOK INC$604,7340.01%9,516CommonSOLE
680223104ORIOLD REP INTL CORP$594,2860.01%23,800CommonSOLE
031100100AMEAMETEK INC$589,5350.01%4,056CommonSOLE
00737L103CVSAAdtalem Global Education Inc$583,1620.01%15,100CommonSOLE
337738108FISVFISERV INC$571,1280.01%5,052CommonSOLE
482480100KLACKLA CORPORATION$571,1170.01%1,430CommonSOLE
06738E204BCSBARCLAYS PLC$545,4470.01%75,837CommonSOLE
29358P101ENSGENSIGN GROUP INC$544,5780.01%5,700CommonSOLE
880770102TERTERADYNE INC$544,0010.01%5,060CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$537,4720.01%4,160CommonSOLE
00108J109ACMRACM RESEARCH INC$526,5000.01%45,000CommonSOLE
09062X103BIIBBIOGEN INC$526,0330.01%1,892CommonSOLE
718546104PSXPhillips 66$522,1070.01%5,150CommonSOLE
754730109RJFRAYMOND JAMES FINL$514,1170.01%5,511CommonSOLE
171484108CHDNChurchill Downs$514,1000.01%2,000CommonSOLE
29362U104ENTGENTEGRIS INC$504,6100.01%6,153CommonSOLE
067901108ABXBARRICK GOLD CORP$503,9790.01%27,139CommonSOLE
46120E602ISRGINTUITIVE SURGIC INC$502,1260.01%1,965CommonSOLE
189054109CLXCLOROX CO$495,7120.01%3,130CommonSOLE
46434G772EWTISHARES INC$487,8410.01%10,762CommonSOLE
302491303FMCFMC CORP$485,5460.01%3,975CommonSOLE
883203101TXTTEXTRON INC$477,4020.01%6,734CommonSOLE
464287101OEFIShr S&P 100$467,6000.01%2,500CommonSOLE
26614N102DDDUPONT DE NEMOURS$461,5960.01%6,427CommonSOLE
31620M106FISFIDELITY NATL INFO$449,9330.01%8,277CommonSOLE
571748102MRSHMARSH & MCLENNAN COS$439,7960.01%2,639CommonSOLE
50540R409LSILABORATORY CORP AMER$438,6530.01%1,911CommonSOLE
922908736VUGVANGUARD INDEX TR$434,8730.01%1,743CommonSOLE
052769106ADSKAutodesk Inc$428,1100.01%16,962CommonSOLE
172755100CRUSCIRRUS LOGIC INC$426,5820.01%3,900CommonSOLE
949746101WMT2WELLS FARGO & CO$425,1120.01%11,365CommonSOLE
533900106LECOLincoln Elec Hldgs$422,7500.01%2,500CommonSOLE
919794107VLYVALLEY NATL BANCORP$417,6790.01%45,203CommonSOLE
464287408IVEISHARES$416,0140.01%2,741CommonSOLE
45784P101PODDInsulet Corp$414,6480.01%1,300CommonSOLE
446413106HIIHUNTINGTON INGALLS$414,5370.01%2,002CommonSOLE
464288679SHVISHARES$413,7550.01%3,743CommonSOLE
922908744VTVVANGUARD INDEX TR$410,0370.01%2,967CommonSOLE
12541W209CHRWCH Robinson WW$400,9580.01%4,035CommonSOLE
46432F396MTUMIshares EDGE MSCI USA$393,4830.01%2,830CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS$392,3420.01%3,325CommonSOLE
464288273SCZISHARES$386,9460.01%6,500CommonSOLE
60770K107MRNAMODERNA INC$373,9670.01%2,435CommonSOLE
595112103MUMICRON TECHNOLOGY$373,0620.01%6,178CommonSOLE
244199105DEDEERE & CO$363,3910.01%878CommonSOLE
615369105MCOMOODYS CORP$354,0750.01%1,154CommonSOLE
808524797SCHDSCHWAB STRATEGIC T$353,1480.01%4,824CommonSOLE
14040H105COFCAPITAL ONE FINL CO$344,2560.01%3,577CommonSOLE
46432F842IEFAISHARES TR$337,0710.01%5,042CommonSOLE
71943U104DOCUSDPhysicians Realty Trust$328,4600.01%22,000CommonSOLE
12811P108XCHYXCalamos Conv & High Income ETF$327,7090.01%30,010CommonSOLE
143130102KMXCARMAX INC$326,6710.01%5,082CommonSOLE
149123101CATCATERPILLAR INC$326,5380.01%1,424CommonSOLE
922042742VTVanguard Tot Wrld Stk$326,1830.01%3,542CommonSOLE
58733R102MELIMERCADOLIBRE INC$325,5610.01%247CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGS$325,2670.01%2,014CommonSOLE
22822V101CCICrown Castle Intl$323,8930.01%2,420CommonSOLE
452308109ITWILLINOIS TOOL WORKS$318,1020.01%1,304CommonSOLE
46434V621DGROISHARES TR$315,0680.01%6,301CommonSOLE
003260106PPLTABERDEEN STNDARD PLA$313,5150.01%3,410CommonSOLE
464287184FXIISHARES$313,5020.01%10,603CommonSOLE
617700109MORNMORNINGSTAR INC$308,1480.01%1,517CommonSOLE
46429B499ENORISHARES MSCI$303,1870.01%13,024CommonSOLE
46137V266RPGInvesco S&P 500 Pr Grw ETF$300,9200.01%1,991CommonSOLE
745867101PHMPulte Homes$291,4000.01%5,000CommonSOLE
00971T101AKAMAkamai Technologies$288,6140.01%3,686CommonSOLE
46434G830EWIISHARES INC$288,4460.01%9,479CommonSOLE
92939U106WECWEC Energy Group Inc.$283,2330.01%2,988CommonSOLE
695156109PKGPackaging Corp Amer$277,6600.01%2,000CommonSOLE
311900104FASTFastenal Co$275,0940.01%5,100CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS$274,0060.01%1,988CommonSOLE
071813109BAXBAXTER INTL INC$270,4960.01%6,667CommonSOLE
231021106CMICUMMINS INC$266,8890.01%1,115CommonSOLE
697435105PANWPALO ALTO NETWORKS$266,3060.01%1,332CommonSOLE
902681105UGIUGI Corp$260,7000.01%7,500CommonSOLE
620076307MSIMOTOROLA SOLUTIONS$260,4540.01%909CommonSOLE
78464A854SPYMSPDR SERIES TRUST$256,9630.01%5,335CommonSOLE
464288760ITAiShares US Aerospace & Defense$255,4780.01%2,220CommonSOLE
922908637VVVANGUARD INDEX TR$251,8200.01%1,348CommonSOLE
464287499IWRISHARES$251,5780.01%3,596CommonSOLE
25179M103DVNDEVON ENERGY CORP$247,6290.01%4,884CommonSOLE
464287598IWDISHARES$244,0970.01%1,599CommonSOLE
464287234EEMIShr Emerging Mkt$241,6140.01%6,123CommonSOLE
46137V597PRFZInvesco Fund Next 1500$238,5540.01%1,450CommonSOLE
25746U109DDOMINION ENERGY INC$235,6470.01%4,212CommonSOLE
651639106NEMNEWMONT CORPORATION$234,0600.01%4,771CommonSOLE
74340W103PLDPROLOGIS INC$230,2060.01%1,843CommonSOLE
72352L106PINSPINTEREST INC$229,0410.01%8,399CommonSOLE
464287879IJSIShr S&P Sm Val$222,2760.01%2,375CommonSOLE
00912X302ALAIR LEASE CORP$221,1810.01%5,618CommonSOLE
844741108LUVSouthwest Airlines$220,4580.01%6,775CommonSOLE
09260D107BXThe Blackstone Group LP$215,2080.01%2,450CommonSOLE
464286707EWQISHARES$211,9060.01%5,591CommonSOLE
513847103MZTILANCASTER COLONY$209,3720.01%1,032CommonSOLE
46429B523EDENISHARES MSCI$209,1090.01%1,972CommonSOLE
368736104GNRCGenerac Holdings Inc$202,5190.00%1,875CommonSOLE
81369Y209XLVSPDR Health Care Select$200,6630.00%1,550CommonSOLE
62914V106NIONIO INC$114,9160.00%10,934CommonSOLE
03236M200AMYRIS INC$81,0210.00%59,574CommonSOLE
22160N109CSGPCoStar Group Inc$37,1940.00%54,022CommonSOLE
91879Q109MTNVail Resorts Inc$24,7320.00%10,584CommonSOLE
874054109TTWOTake-Two Interactive Software Inc$24,5790.00%20,602CommonSOLE
29786A106ETSYEtsy Inc com$20,0880.00%18,044CommonSOLE
00507V109AIYActivision Blizzard Inc$18,8960.00%22,077CommonSOLE
808524839SCHZSchwab US Aggregate Bond ETF$17,3060.00%36,892CommonSOLE
922020805VTIPVanguard Short-Term Infl-Prot Secs ETF$15,2350.00%31,860CommonSOLE
46432F859ISTBiShares Core 1-5 Year USD Bond ETF$11,6540.00%24,714CommonSOLE
98973P101ALAUNOS THERAPEUTICS$6,3000.00%10,000CommonSOLE

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.