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Connectus Wealth, LLC

Q1 2024 · 13F-HR

Connectus Wealth, LLCholdings as filed

Filed 2024-05-14 · accession 0001765380-24-000228

$3.66B
Reported value
386
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$243.0M6.65%1,650,790CommonNONE
023135106AMZNAMAZON COM INC$230.1M6.29%1,632,232CommonNONE
594918104MSFTMicrosoft Corp$115.9M3.17%428,145CommonNONE
02079K107GOOGALPHABET INC$111.0M3.04%1,201,196CommonNONE
57636Q104MAMastercard Inc$110.9M3.03%307,142CommonNONE
22160K105COSTCostco Wholesale Co$104.1M2.85%143,730CommonNONE
883556102TMOThermo Fisher Scientific$102.7M2.81%176,691CommonNONE
02079K305GOOGLALPHABET INC$101.5M2.78%672,660CommonNONE
46625H100JPMJPMorgan Chase$93.7M2.56%467,796CommonNONE
007903107AMDADV MICRO DEVICES$75.9M2.08%420,645CommonNONE
892672106TWTradeweb Markets Inc$57.6M1.58%552,890CommonNONE
78462F103SPYS&P 500 ETF$56.8M1.56%108,346CommonNONE
437076102HDHOME DEPOT INC$55.2M1.51%143,746CommonNONE
00724F101ADBEADOBE INC$53.9M1.48%106,910CommonNONE
30303M102METAMeta Platforms Inc$47.0M1.29%213,871CommonNONE
09247X101BLKCHFBlackrock Inc Com$45.4M1.24%54,431CommonNONE
79466L302CRMSalesforce Inc.$44.6M1.22%147,996CommonNONE
98138H101WDAYWorkday Inc$43.4M1.19%159,246CommonNONE
09789C861XONEBondbloxx ETF Trust Bloomberg One YR TRGT DRTN$41.5M1.13%835,612CommonNONE
670100205NVONovo Nordisk AS Adr$40.1M1.10%312,210CommonNONE
46090E103QQQInvesco QQQ Tr Units$39.4M1.08%88,677CommonNONE
438516106HONHONEYWELL INTL INC$39.0M1.07%189,932CommonNONE
863667101SYKStryker Corp$36.1M0.99%100,789CommonNONE
81762P102NOWService Now Inc$34.4M0.94%45,074CommonNONE
166764100CVXCHEVRON CORP$33.3M0.91%210,814CommonNONE
G0403H108AONAon PLC$33.0M0.90%98,907CommonNONE
26875P101EOGEOG Resources Inc$32.2M0.88%252,048CommonNONE
032095101APHAmphenol Corp Class A$32.0M0.88%277,001CommonNONE
02209S103MOAltria Group$32.0M0.87%730,936CommonNONE
461202103INTUIntuit$29.3M0.80%45,132CommonNONE
21036P108STZConstellation Brand Class A$28.8M0.79%105,944CommonNONE
H1467J104CBCHUBB LIMITED$28.4M0.78%109,022CommonNONE
91324P102UNHUnitedHealth Group$27.5M0.75%55,574CommonNONE
20030N101CMCSACOMCAST CORP$26.9M0.74%621,150CommonNONE
149123101CATCATERPILLAR INC$26.1M0.71%71,187CommonNONE
776696106ROPRoper Technologies Inc$25.7M0.70%88,921CommonNONE
75513E101RTXRaytheon Technologies Co$25.0M0.68%256,208CommonNONE
922908363VOOVanguard S&P 500 ETF$24.7M0.68%51,447CommonNONE
316092808FTECFIDELITY COVINGTON T$24.5M0.67%157,361CommonNONE
03076C106AMPAMERIPRISE FINANCIAL$23.6M0.64%53,647CommonNONE
464287341IXCIShr S&P Global Energy$23.3M0.64%543,028CommonNONE
G1151C101ACNACCENTURE PLC$23.0M0.63%104,308CommonNONE
33767E202FSVFirstService Corp$22.1M0.60%133,167CommonNONE
922908744VTVVanguard Vanguard Value ETF$22.0M0.60%135,113CommonNONE
30231G102XOMExxon Mobil Corp$21.8M0.60%187,434CommonNONE
055622104BPBP PLC$21.7M0.59%574,629CommonNONE
464287572IOOIShr S&P Glb 100$20.7M0.57%231,357CommonNONE
235851102DHRDANAHER CORP$20.2M0.55%80,893CommonNONE
30212P303EXPEEXPEDIA GROUP INC$19.5M0.53%141,766CommonNONE
038222105AMATAPPLIED MATERIALS$19.4M0.53%94,248CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY$19.3M0.53%80,483CommonNONE
09789C853XTWOBNDBLXX BLMBRG 2 YR TRG US TR ETF$18.9M0.52%386,008CommonNONE
285512109EAELECTRONIC ARTS INC$17.8M0.49%133,815CommonNONE
14149Y108CAHCARDINAL HEALTH INC$17.2M0.47%153,622CommonNONE
713448108PEPPepsico Inc Com$16.1M0.44%91,998CommonNONE
46641Q837JPSTJPMorgan Ultra Short Income ETF$15.6M0.43%310,138CommonNONE
01609W102BABAALIBABA GROUP HLDG$15.6M0.43%215,070CommonNONE
921946794VYMIVanguard Internatnl HGH DIV YLD ETF$15.4M0.42%223,825CommonNONE
73278L105POOLPool Corp$15.1M0.41%37,426CommonNONE
35671D857FCXFreeport-McMoran Cpr&Gld$15.0M0.41%318,430CommonNONE
78463V107GLDSPDR Gold Fund$14.7M0.40%71,215CommonNONE
539830109LMTLockheed Martin$14.5M0.40%31,879CommonNONE
697435105PANWPalo Alto Networks, Inc.$14.2M0.39%49,839CommonNONE
808524805SCHFSchwab Intl Eq$13.9M0.38%356,602CommonNONE
34959J108FTVFortive Corp Disc 00500$13.6M0.37%158,115CommonNONE
29250n105Enbridge Inc$13.3M0.36%368,259CommonNONE
46641Q332JEPIJPMorgan Equity Premium Income ETF$13.2M0.36%227,626CommonNONE
78464A854SPYMSPDR Series Trust Portfolio S& P 500 ETF$13.1M0.36%213,697CommonNONE
20369C106CHCTCommunity Healthcare Trust Inc$13.1M0.36%492,827CommonNONE
126650100CVSCVS HEALTH CORP$12.5M0.34%156,901CommonNONE
316092501FNCLFIDELITYCOVINGTON TR$12.1M0.33%204,344CommonNONE
37954Y673PAVEGlobal X US Infrastructure Dev$11.9M0.33%299,301CommonNONE
743315103PGRProgressive Cp Ohio$11.9M0.33%57,453CommonNONE
46137V472XMHQInvesco S&P MidCap Quality ETF$11.1M0.30%100,428CommonNONE
67066G104NVDANvidia Corp$10.9M0.30%12,059CommonNONE
46436E718SGOViShares 0 To 3 MNTH Treasury BND ETF$10.8M0.30%107,610CommonNONE
78468R788SPYDSPDR S&P 500 High Dividend ETF IV$10.7M0.29%263,583CommonNONE
46434V621DGROiShares Core Dividend Growth ETF$10.7M0.29%183,713CommonNONE
85571B105STWDStarwood Ppty Trust$10.6M0.29%522,279CommonNONE
316092600FHLCFIDELITYCOVINGTON TR$10.5M0.29%150,498CommonNONE
92204A504VHTVanguard Health Care ETF$10.4M0.29%38,602CommonNONE
46137V100PPAInvesco Aerospace & Defense$10.3M0.28%101,439CommonNONE
032654105ADIANALOG DEVICES INC$10.0M0.27%50,531CommonNONE
46641Q373BBINJPMorgan Betabuild Interl Eqy ETF$9.8M0.27%163,635CommonNONE
194162103CLCOLGATE PALMOLIVE CO$9.5M0.26%105,461CommonNONE
254687106DISWalt Disney Co$9.4M0.26%76,573CommonNONE
37954y293Global X MLP & Energy Infrastr$9.2M0.25%188,513CommonNONE
026874784AIGAmerican Intl Group$8.8M0.24%112,479CommonNONE
55354G100MSCIMSCI Inc$8.8M0.24%15,705CommonNONE
739371813Invesco Exchange Traded FD TR S&P500 Eql WGT ETF$8.8M0.24%51,885CommonNONE
693475105PNCPNC Finl Services Grp$8.7M0.24%54,081CommonNONE
609207105MDLZMondelez Int'l$8.7M0.24%124,763CommonNONE
81369Y506XLEEnergy Select Sector SPDR ETF IV$8.7M0.24%92,234CommonNONE
316092204FDISFIDELITYCOVINGTON TR$8.6M0.23%103,626CommonNONE
132061300FYLDCambria Shareholder Yield ETF$8.5M0.23%311,330CommonNONE
293792107EPDEnterprise Prods LP$8.5M0.23%289,813CommonNONE
88160R101TSLATesla Inc$7.9M0.22%44,985CommonNONE
060505104BACBank of America$7.7M0.21%203,926CommonNONE
00206R102TA T & T Inc$7.6M0.21%433,333CommonNONE
11135F101AVGOBroadcom Inc$7.5M0.21%5,688CommonNONE
316092303FSTAFIDELITYCOVINGTON TR$7.5M0.21%157,660CommonNONE
464289479ILTBiShares Core 10 Year USD Bond$7.5M0.21%146,860CommonNONE
761396308Invesco Exchange Traded Fund T S&P Smallcap 600 ETF$7.2M0.20%167,969CommonNONE
464287457SHYiShares Trust Barclays 1-3 YR TSY Idx ETF$6.9M0.19%84,108CommonNONE
45168D104IDXXIDEXX Laboratories$6.8M0.19%12,576CommonNONE
46432F834IXUSIShares Total International$6.7M0.18%98,302CommonNONE
532457108LLYLilly Eli & Co$6.6M0.18%8,487CommonNONE
78468R663BILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$6.5M0.18%70,931CommonNONE
78464A631XARSPDR S&P Aerospace Def ETF IV$6.2M0.17%44,404CommonNONE
808524300SCHGSchwab US Large Cap Growth ETF$6.2M0.17%67,143CommonNONE
73935X583Invesco Exchange Traded FD TR FTSE Rafi 1000 ETF$6.1M0.17%157,946CommonNONE
78464A409SPYGSPDR S&P 500 Growth ETF IV$6.1M0.17%82,896CommonNONE
58933Y105MRKMerck & Co$6.0M0.16%44,979CommonNONE
316092873FCOMFIDELITY COVINGTON$5.7M0.16%115,562CommonNONE
46137V357RSPInvesco S&P 500 Equal Weight ETF$5.4M0.15%32,018CommonNONE
247361702DALDELTA AIR LINES$5.4M0.15%111,760CommonNONE
78463X889SPDWSPDR Portfolio DVLPD WRLD Ex-US ETF$5.4M0.15%149,425CommonNONE
31428X106FDXFEDEX CORP$5.3M0.15%18,343CommonNONE
316092402FENYFIDELITYCOVINGTON TR$5.3M0.14%203,612CommonNONE
14040H105COFCapital One$5.2M0.14%34,740CommonNONE
20825C104COPConoco Phillips$5.1M0.14%40,294CommonNONE
002824100ABTAbbott Laboratories$5.0M0.14%44,372CommonNONE
922908751VBVanguard Vanguard Small-Cap Et F$5.0M0.14%22,003CommonNONE
46137V233XLGInvsc S P 500 Top 50 ETF$5.0M0.14%118,404CommonNONE
316092709FIDUFIDELITYCOVINGTON TR$4.9M0.13%71,651CommonNONE
92189F643MOATVanEck Vectors Morningstar$4.7M0.13%52,729CommonNONE
05722G100BKRBAKER HUGHES A GE CO$4.7M0.13%140,681CommonNONE
808524201SCHXSchwab Strategic Tr US Lg Cp E$4.7M0.13%75,548CommonNONE
00287Y109ABBVABBVIE INC$4.6M0.13%25,430CommonNONE
921943858VEAVanguard FTSE Developed ETF$4.3M0.12%86,490CommonNONE
172967424CCITIGROUP INC$4.2M0.12%66,853CommonNONE
548661107LOWLowes Co$4.2M0.11%16,366CommonNONE
260557103DOWDOW INC$4.1M0.11%70,703CommonNONE
025816109AXPAMERICAN EXPRESS CO$4.1M0.11%17,987CommonNONE
125269100CFCF INDUSTRIES HLDGS$3.9M0.11%46,986CommonNONE
629377508NRGNRG Energy Inc$3.8M0.11%56,835CommonNONE
478160104JNJJohnson & Johnson$3.8M0.10%24,137CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY$3.8M0.10%6CommonNONE
25754A201DPZDOMINOS PIZZA INC$3.7M0.10%48,167CommonNONE
464287556IBBIShr Biotech$3.6M0.10%25,889CommonNONE
46137V241SPHQInvesco S&P 500 Quality ETF$3.4M0.09%57,098CommonNONE
718172109PMPhilip Morris Intl Inc Com$3.4M0.09%36,821CommonNONE
127097103CTRACOTERRA ENERGY INC$3.3M0.09%118,324CommonNONE
12572Q105CMECme Group Inc Com$3.3M0.09%15,194CommonNONE
78464A474SPSBSPDR Portfolio Short Term Corp$3.3M0.09%109,235CommonNONE
88579Y101MMM3M$3.2M0.09%30,272CommonNONE
56585A102MPCMarathon Petroleum$3.2M0.09%15,683CommonNONE
81369Y886XLUSelect Sector Uti Select SPDR ETF$3.1M0.08%47,201CommonNONE
316092865FUTYFIDELITYCOVINGTON TR$3.1M0.08%72,862CommonNONE
337738108FISVFISERV INC$3.1M0.08%19,258CommonNONE
375558103GILDGILEAD SCIENCES INC$3.1M0.08%41,911CommonNONE
46429B697USMViShares MSCI USA Min Vol Factor ETF$3.0M0.08%36,194CommonNONE
493267108KEYKeycorp Inc$3.0M0.08%191,078CommonNONE
464288158SUBiShares Short Term NTNL Mun BND ETF$3.0M0.08%28,524CommonNONE
20854L108CEIXEURCONSOL ENERGY DISC$3.0M0.08%35,449CommonNONE
44107P104HSTHost Hotels & Resort$3.0M0.08%143,235CommonNONE
316092881FMATFIDELITYCOVINGTON TR$2.9M0.08%55,727CommonNONE
191216100KOCOCA-COLA CO$2.9M0.08%47,665CommonNONE
03073E105CORAmerisourcebergen Corp$2.9M0.08%11,767CommonNONE
064058100BKBANK OF NEW YORK MEL$2.8M0.08%48,969CommonNONE
008474108AEMAgnico Eagle Mines$2.7M0.07%45,358CommonNONE
14448C104CARRCARRIER GLOBAL CORP$2.6M0.07%45,300CommonNONE
78464A680SPDR Series Trust SPDR Bloombe RG ETF$2.6M0.07%28,167CommonNONE
46138G664RWJInvesco S&P Smallcap 600 Rev ETF$2.5M0.07%58,890CommonNONE
16411R208LNGCheniere Energy$2.5M0.07%15,466CommonNONE
462846106Iron Mountain Inc Com$2.5M0.07%30,700CommonNONE
81369Y803XLKSPDR Technology Select$2.4M0.07%11,651CommonNONE
922907746VTEBVanguard Muni BND Tax Exempt ETF$2.4M0.07%47,921CommonNONE
90187B200Two Harbors Investment Corp Se$2.4M0.07%102,600CommonNONE
10316T104BOXBOX INC$2.4M0.06%83,238CommonNONE
244199105DEDEERE & CO$2.4M0.06%5,727CommonNONE
075887109BDXBECTON DICKINSON$2.3M0.06%9,357CommonNONE
278642103EBAYEBAY INC$2.3M0.06%42,892CommonNONE
192446102CTSHCOGNIZANT TECH SOLNS$2.2M0.06%30,389CommonNONE
69608A108PLTRPalantir Tech Inc Com CL A$2.2M0.06%96,463CommonNONE
110122108BMYBRISTOL MYERS SQUIBB$2.2M0.06%40,472CommonNONE
92556V106VTRSViatris Inc$2.2M0.06%183,116CommonNONE
790148100JOEST Joe Co$2.2M0.06%37,478CommonNONE
92826C839VVisa Inc Cl A$2.1M0.06%77,733CommonNONE
464287804IJRIShr S&P Sm Cap$2.1M0.06%19,034CommonNONE
22788C105CRWDCrowdstrike HLDGS$2.1M0.06%6,490CommonNONE
29355A107ENPHENPHASE ENERGY$2.1M0.06%17,035CommonNONE
227046109CROXCROCS INC$2.0M0.06%14,198CommonNONE
742718109PGProcter & Gamble Co$2.0M0.05%12,329CommonNONE
001084102AGCOAGCO CORP$2.0M0.05%16,159CommonNONE
464287655IWMIShr Russell 2000$2.0M0.05%9,444CommonNONE
717081103PFEPfizer Inc$2.0M0.05%71,258CommonNONE
641069406NSRGYNestle S A F Sponsored ADR$2.0M0.05%18,468CommonNONE
46138G649QQQMInvesco Nasdaq 100 ETF$2.0M0.05%10,707CommonNONE
132061201SYLDCambria Shareholder Yield ETF$1.9M0.05%26,236CommonNONE
09789C879XEMDBndbloxx JPM Usd Emr MK 1 10 YR ETF$1.9M0.05%46,486CommonNONE
78468R812QUSSPDR MSCI USA Strategicfactors ETF$1.9M0.05%13,070CommonNONE
26142V105DKNGDraftkings Inc Com CL A$1.9M0.05%41,438CommonNONE
086516101BBYBEST BUY INC$1.9M0.05%22,891CommonNONE
345370860FFORD MOTOR CO$1.9M0.05%139,667CommonNONE
617446448MSMorgan Stanley$1.9M0.05%19,695CommonNONE
70450Y103PYPLPayPal Holdings Inc$1.8M0.05%340,502CommonNONE
464287507IJHIShr S&P MidCap$1.8M0.05%29,871CommonNONE
69374H881COWZPacer US Cash Cows 100 Etf$1.8M0.05%30,836CommonNONE
464287614IWFIShr Rus l000 Growth$1.8M0.05%5,253CommonNONE
17275R102CSCOCisco Systems Inc$1.7M0.05%34,986CommonNONE
15135B101CNCCentene Corp$1.7M0.05%22,023CommonNONE
75886F107REGNRegeneron Pharms Inc$1.7M0.05%1,774CommonNONE
128117108CHICalamos Conv Opp Inc$1.7M0.05%149,975CommonNONE
097023105BABOEING CO$1.7M0.05%8,692CommonNONE
46434G103IEMGIShr Core MSCI Em Mkt$1.7M0.05%32,481CommonNONE
46137V613PRFInvesco FTSE Rafi US 1000 ETF$1.7M0.05%43,433CommonNONE
34959E109FTNTFORTINET INC$1.7M0.05%24,301CommonNONE
031162100AMGNAMGEN INC$1.6M0.05%5,787CommonNONE
806857108SLBSchlumberger Ltd$1.6M0.04%29,810CommonNONE
053015103ADPAuto Data Processing$1.6M0.04%6,390CommonNONE
422806109HEIHEICO CORP$1.5M0.04%7,931CommonNONE
001055102AFLAFLAC INC$1.5M0.04%17,563CommonNONE
381430529GBILGoldman Sachs Access Treasury$1.5M0.04%14,910CommonNONE
278865100ECLECOLAB INC$1.5M0.04%6,498CommonNONE
320517600FHNFirst Horizon National Pfd Ser$1.5M0.04%62,150CommonNONE
78463X533EDIVSPDR Index Shares Funds S&P Em MKT DIV ETF$1.5M0.04%44,348CommonNONE
464287408IVEiShares S&P 500 Value ETF$1.5M0.04%7,875CommonNONE
40434L105HPQHP INC$1.5M0.04%48,513CommonNONE
016255101ALGNALIGN TECH INC$1.4M0.04%4,232CommonNONE
338478100XFFCXFFC Preferred Port$1.4M0.04%92,940CommonNONE
808524102SCHBSchwab US Broad Mkt ETF$1.3M0.04%21,886CommonNONE
00108J109ACMRACM RESEARCH INC$1.3M0.04%45,000CommonNONE
29444U700EQIXEQUINIX INC$1.3M0.04%1,583CommonNONE
907818108UNPUnion Pacific Corp$1.3M0.04%5,211CommonNONE
464287499IWRiShares Russell Mid-Cap ETF$1.3M0.03%15,168CommonNONE
682680103OKEOneok Inc$1.2M0.03%15,055CommonNONE
25179M103DVNDEVON ENERGY CORP$1.1M0.03%22,839CommonNONE
665859104NTRSNorthern Trust$1.1M0.03%12,815CommonNONE
38141G104GSGOLDMAN SACHS GROUP$1.1M0.03%2,635CommonNONE
464288760ITAiShares US Aerospace & Defense$1.1M0.03%8,094CommonNONE
09857L108BKNGBOOKING HLDGS INC$1.0M0.03%17,135CommonNONE
78467Y107MDYS&P MidCap 400 ETF$1.0M0.03%1,866CommonNONE
60855R100MOHMolina Healthcare$1.0M0.03%2,465CommonNONE
46432F339QUALIShares MSCI USA Quality Facto$1.0M0.03%6,105CommonNONE
12532H104GIBCGI INC$994,4100.03%9,000CommonNONE
084423102WRBBERKLEY W R CORP$986,5580.03%11,154CommonNONE
04010L103ARCCARES CAP CORP$963,6480.03%46,284CommonNONE
26441C204DUKDuke Energy$953,2730.03%9,852CommonNONE
200525103CBSHCOMMERCE BANCSHARES$936,0010.03%17,594CommonNONE
30214U102EXPOEXPONET INC$909,6670.02%11,000CommonNONE
942622200WSOWatsco Inc$902,8170.02%2,090CommonNONE
30225T102EXRExtra Space Storage Inc$898,9050.02%6,115CommonNONE
28176E108EWEDWARDS LIFESCIENCE$893,0200.02%9,345CommonNONE
092508100BTZBlackrock Credit Allocation In$881,9250.02%82,500CommonNONE
438128308HMCHONDA MOTOR CO$877,2400.02%23,541CommonNONE
29362U104ENTGENTEGRIS INC$877,0760.02%6,240CommonNONE
922908769VTIVanguard Tot Stk Mkt$851,3500.02%3,276CommonNONE
42809H107HESHess Corp$850,0320.02%5,567CommonNONE
90187B309Two Harbors Investment Corp Se$845,1570.02%36,500CommonNONE
98419M100XYLXylem Inc Com$820,6740.02%6,350CommonNONE
09789C788XHLFBondbloxx ETF Trust Bloomberg Six MNTH TRGT Dur$820,4500.02%16,308CommonNONE
25243Q205DEODIAGEO P L C$819,6160.02%5,510CommonNONE
92206C102VGSHVanguard Short Term Treas ETF$803,3630.02%13,834CommonNONE
718546104PSXPhillips 66$775,8650.02%4,750CommonNONE
22052L104CTVACORTEVA INC$775,1660.02%13,441CommonNONE
26884L109EQTEQT Corporation Com$773,9350.02%20,878CommonNONE
189054109CLXCLOROX CO$770,8050.02%5,033CommonNONE
M22465104CHKPCHECK POINT SOFTWARE$765,2710.02%4,666CommonNONE
458140100INTCIntel Corp Com$754,6970.02%17,086CommonNONE
172062101CINFCINCINNATI FINL CORP$752,7810.02%6,062CommonNONE
126408103CSXCSX CORP$749,3950.02%20,200CommonNONE
03027X100AMTAMERICAN TOWER CORP$746,2730.02%3,774CommonNONE
464287598IWDiShares Russell 1000 Value ETF$740,5850.02%5,331CommonNONE
404280406HSBCHSBC HLDGS PLC$734,2990.02%18,636CommonNONE
110448107BTIBRITISH AMER TOB PLC$728,7250.02%23,869CommonNONE
687793109OSCROscar Health Inc$727,0540.02%48,894CommonNONE
68389X105ORCLOracle Corp$726,4030.02%5,783CommonNONE
533900106LECOLincoln Elec Hldgs$715,2320.02%2,800CommonNONE
464287200IVViShares Core S&P 500 ETF$712,4550.02%2,051CommonNONE
29358P101ENSGENSIGN GROUP INC$709,1940.02%5,700CommonNONE
252131107DXCMDEXCOM INC$704,6570.02%5,079CommonNONE
294429105EFXEQUIFAX INC$703,3310.02%2,628CommonNONE
24703L202DELLDell Technologies$702,3790.02%6,153CommonNONE
989207105ZBRAZebra Technologies$696,3260.02%2,310CommonNONE
369550108GDGENERAL DYNAMICS$685,7610.02%2,425CommonNONE
384802104GWWGRAINGER W W INC$684,2390.02%672CommonNONE
855244109SBUXStarbucks Corp$681,2680.02%359,612CommonNONE
G29183103ETNEaton Corp PLC F$672,7600.02%2,149CommonNONE
37045V100GMGENERAL MOTORS CO$652,2740.02%14,376CommonNONE
G5960L103MDTMedtronic PLC$620,1580.02%7,114CommonNONE
464287101OEFIShr S&P 100$618,5250.02%2,500CommonNONE
92338c103Veralto Corp Com.$615,0460.02%6,937CommonNONE
191241108KOFCOCA-COLA FEMSA$610,9040.02%6,260CommonNONE
745867101PHMPulte Homes$603,1000.02%5,000CommonNONE
464288679SHVIShr Short Trsry Bd$581,4400.02%5,260CommonNONE
302081104EXLSEXLSERVICE HOLDINGS$554,7510.02%17,445CommonNONE
053332102AZOAUTOZONE INC$539,8400.01%171CommonNONE
98978V103ZTSZoetis Inc$531,8730.01%3,143CommonNONE
494368103KMBKimberly/Clark$518,5640.01%4,009CommonNONE
808513105SCHWCharles Schwab Corp$508,8530.01%7,034CommonNONE
464287168DVYIShr Sel. Dividend$497,6470.01%4,040CommonNONE
78464A870XBIS&P Biotech SPDR$491,5300.01%5,180CommonNONE
040413106ANETEURARISTA NETWORKS IN$479,5750.01%1,653CommonNONE
31620M106FISFIDELITY NATL INFO$468,4770.01%6,312CommonNONE
26614N102DDDUPONT DE NEMOURS$467,4730.01%6,093CommonNONE
654106103NKENike$463,7910.01%4,935CommonNONE
143130102KMXCARMAX INC$442,6930.01%5,082CommonNONE
92343V104VZVerizon$437,8900.01%10,436CommonNONE
464288240ACWXiShares TR MSCI Acwi (ex Us)$428,9190.01%8,034CommonNONE
65339F101NEENextera Energy Inc$421,4870.01%6,595CommonNONE
464287150ITOTiShares Core S&P Total U.S$408,7380.01%3,545CommonNONE
00971T101AKAMAkamai Technologies$408,5020.01%3,756CommonNONE
30161N101EXCEXELON CORP$407,6200.01%10,847CommonNONE
12811P108XCHYXCalamos Conv & High Income$405,2010.01%34,310CommonNONE
842587107SOSouthern Co$404,1110.01%5,633CommonNONE
233331107DTEDTE ENERGY CO$402,2110.01%3,585CommonNONE
580135101MCDMcDonalds Corp$401,4970.01%1,424CommonNONE
29273V100ETENERGY TRANSFER L P$398,2670.01%25,317CommonNONE
311900104FASTFastenal Co$393,4140.01%5,100CommonNONE
369604301GEGeneral Electric$392,3090.01%2,235CommonNONE
09062X103BIIBBIOGEN INC$391,1530.01%1,814CommonNONE
695156109PKGPackaging Corp Amer$379,5600.01%2,000CommonNONE
922042742VTVanguard Tot Wrld Stk$377,0260.01%3,412CommonNONE
931142103WMTWal-Mart Stores Inc$362,1030.01%6,018CommonNONE
81369Y308XLPSPDR Fund Consumer Staples ETF$361,2330.01%4,731CommonNONE
860630706SFStifel Financial Corp Pfd Ser$356,0690.01%14,375CommonNONE
747525103QCOMQualcomm$355,5300.01%2,100CommonNONE
056752108BIDUBAIDU INC$350,4770.01%3,329CommonNONE
231021106CMICUMMINS INC$349,4650.01%1,184CommonNONE
336433107FSLRFirst Solar Inc$320,7200.01%1,900CommonNONE
052769106ADSKAUTODESK INC$318,0860.01%133,032CommonNONE
97717W380AGZDWisdomtree Intrst RT HDG Agrgt ETF$315,1280.01%14,272CommonNONE
33739Q200LMBSFirst Trust Low Duration Opp$312,4190.01%6,475CommonNONE
12541W209CHRWC H Robinson Worldwd$311,6900.01%4,093CommonNONE
808524870SCHPSchwab US TIPS ETF$302,2550.01%5,795CommonNONE
172755100CRUSCIRRUS LOGIC INC$300,1720.01%3,243CommonNONE
64110L106NFLXNetflix Inc$300,0210.01%494CommonNONE
049468101TEAMAtlassian Corp Class A$296,5670.01%1,520CommonNONE
81369Y605XLFFinancial Select Sector SPDR ETF$288,3790.01%6,847CommonNONE
00912X302ALAIR LEASE CORP$288,0640.01%5,600CommonNONE
071813109BAXBAXTER INTL INC$285,0290.01%6,667CommonNONE
46137V597PRFZInvesco Fund Next 1500$284,7800.01%7,250CommonNONE
22822V101CCICrown Castle Intl$281,5080.01%2,660CommonNONE
23918K108DVADavita Inc$276,1000.01%2,000CommonNONE
668771108GENGEN DIGITAL INC$274,2190.01%12,241CommonNONE
83417M104SEDGSolaredge Technologies Inc Com$269,7240.01%3,800CommonNONE
921908844VIGVanguard Dividend Appreciation ETF$267,5800.01%1,465CommonNONE
66987V109NVSNovartis AG F Sponsored ADR$265,8420.01%2,646CommonNONE
09061G101BMRNBIOMARIN PHARMAC INC$262,9810.01%3,011CommonNONE
00737L103CVSAAdtalem Global Education Inc$251,8600.01%4,900CommonNONE
464287234EEMIShr Emerging Mkt$251,5330.01%6,123CommonNONE
921910873MGCVanguard Mega Cap Index ETF$251,1800.01%1,344CommonNONE
674599105OXYOccidental Pete Corp$244,1010.01%3,743CommonNONE
37959E102GLGlobe Life Inc.$238,5580.01%2,050CommonNONE
46137V266RPGInvesco S&P 500 Pr Grw ETF$235,0080.01%6,400CommonNONE
36242H104XGDVXGABELLI DIVD & INCM$229,8000.01%10,000CommonNONE
78464A730SLYSPDR S&P Oilgas Exp ETF$229,0060.01%1,478CommonNONE
09260D107BXBLACKSTONE INC$228,1510.01%1,735CommonNONE
452308109ITWIllinois Tool Works$226,7390.01%845CommonNONE
46138G474PSCEInvesco S&P SmallCap Energy Et$225,3510.01%4,040CommonNONE
46137V852PTHInvesco DWA Healthcare$219,8000.01%5,000CommonNONE
921937835BNDVanguard Total Bond Market$219,7780.01%3,026CommonNONE
05969A105TBBKBANCORP INC$219,1960.01%6,551CommonNONE
254709108DFSEURDiscover Finl S$218,2290.01%1,661CommonNONE
92939U106WECW E C Energy Group Inc$218,0290.01%2,655CommonNONE
464288687PFFIShr US Pfd Stk Index$217,0690.01%6,735CommonNONE
00162Q452AMLPAlerian MLP ETF$216,5120.01%4,562CommonNONE
565849106MRO*Marathon Oil Corporation Com$214,2240.01%7,559CommonNONE
92189H607OIHVaneck Oil Services Etf$211,8880.01%630CommonNONE
29786A106ETSYEtsy Inc$210,0840.01%259,907CommonNONE
89417E109TRVThe Travelers Co$209,6580.01%911CommonNONE
824348106SHWSherwin Williams$208,3980.01%600CommonNONE
464287754IYJIShr Industrial$205,7870.01%1,637CommonNONE
303250104FICOFair Isaac Intl Corp$118,1720.00%46,615CommonNONE
362397101GABGABELLI EQUITY TRUST$108,5650.00%19,667CommonNONE
922020805VTIPVanguard Short-Term Inflation-Protected Securities ETF$100,7420.00%131,593CommonNONE
19240Q201COGTCogent Biosciences Inc$78,1400.00%11,628CommonNONE
976995993Altegris Winton Futures Fund L P CL B Nsa$69,0950.00%69,095CommonNONE
22160N109CSGPCoStar Group Inc$60,6960.00%517,430CommonNONE
78409V104SPGIS&P Global Inc$58,8230.00%87,311CommonNONE
98262P101WW6WW Intl Inc Com$57,9050.00%31,300CommonNONE
92345Y106VRSKVerisk Analytics Inc Class A$55,3410.00%10,987CommonNONE
15961R105CHPTChargepoint Holdings Inc Com C L A$51,9710.00%27,353CommonNONE
30052F100EVGOEvgo Inc Class A$42,8010.00%17,052CommonNONE
872540109TJXTJX Companies Inc$33,8370.00%137,828CommonNONE
874054109TTWOTake-Two Interactive Software Inc$33,2230.00%193,767CommonNONE
N94209108WBXWallbox N V F$28,9000.00%20,352CommonNONE
11271J107BNBrookfield Corp$26,1540.00%624,641CommonNONE
11133T103BRBroadridge Financial Solutions Inc$21,6150.00%88,115CommonNONE
90214J101TWOU2U, Inc.$9,2750.00%23,800CommonNONE
43199G105Highlands REIT Inc Nsa$8,4590.00%26,433CommonNONE
52886L103Lexagene Holdings Inc Com$4,6400.00%61,050CommonNONE
737307108POSAFPosabit Systems Corporation Co M$4,2500.00%25,000CommonNONE
35086B207FFNTF4front Ventures Corp$4,2010.00%37,900CommonNONE
64111U204Net Medical Xpress Solutions,$2830.00%27,222CommonNONE

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.