MondegarAI
MONECO ADVISORS, LLC

Q2 2025 · 13F-HR

MONECO ADVISORS, LLCholdings as filed

Filed 2025-08-13 · accession 0001765690-25-000002

$1.07B
Reported value
468
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46436E718SGOVISHARES TR$61.3M5.70%608,670CommonNONE
78464A508SPYVSPDR SERIES TRUST$32.0M2.98%611,808CommonNONE
464289438IWYISHARES TR$30.1M2.80%122,248CommonNONE
594918104MSFTMICROSOFT CORP$24.2M2.25%48,627CommonNONE
78464A854SPYMSPDR SERIES TRUST$24.1M2.24%331,880CommonNONE
037833100AAPLAPPLE INC$24.1M2.24%117,286CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$21.8M2.03%1,116,372CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$21.5M2.00%1,037,356CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$21.3M1.98%1,085,086CommonNONE
922908736VUGVANGUARD INDEX FDS$21.1M1.96%48,030CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$20.4M1.90%1,092,507CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$20.4M1.90%995,005CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$18.9M1.75%1,123,513CommonNONE
67066G104NVDANVIDIA CORPORATION$17.7M1.65%111,979CommonNONE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$17.1M1.60%1,037,074CommonNONE
46654Q781JPEFJ P MORGAN EXCHANGE TRADED F$16.0M1.49%227,618CommonNONE
69374H881COWZPACER FDS TR$15.9M1.48%288,909CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$14.1M1.31%22,771CommonNONE
464287101OEFISHARES TR$10.9M1.02%35,866CommonNONE
46429B697USMVISHARES TR$10.5M0.98%111,733CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$10.3M0.96%388,491CommonNONE
69374H105PTLCPACER FDS TR$9.5M0.88%186,963CommonNONE
023135106AMZNAMAZON COM INC$9.4M0.88%43,011CommonNONE
478160104JNJJOHNSON & JOHNSON$9.4M0.87%61,498CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.2M0.85%18,912CommonNONE
78464A763SDYSPDR SERIES TRUST$8.3M0.77%61,117CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$8.2M0.77%203,228CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$8.0M0.74%76,587CommonNONE
78463V107GLDSPDR GOLD TR$7.8M0.73%25,718CommonNONE
922908769VTIVANGUARD INDEX FDS$7.5M0.70%24,797CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$7.5M0.70%82,111CommonNONE
464287150ITOTISHARES TR$7.4M0.69%54,727CommonNONE
30303M102METAMETA PLATFORMS INC$7.1M0.66%9,563CommonNONE
78464A409SPYGSPDR SERIES TRUST$6.7M0.63%70,551CommonNONE
132061201SYLDCAMBRIA ETF TR$6.7M0.62%102,480CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$6.4M0.60%102,675CommonNONE
02079K305GOOGLALPHABET INC$6.3M0.58%35,594CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$5.9M0.55%69,519CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$5.7M0.53%19,594CommonNONE
46434VBD1IBDQISHARES TR$5.1M0.47%201,229CommonNONE
78468R663BILSPDR SERIES TRUST$4.9M0.46%53,691CommonNONE
00326A104SGOLETFS GOLD TR$4.8M0.45%152,477CommonNONE
30231G102XOMEXXON MOBIL CORP$4.7M0.43%43,286CommonNONE
46435U515IBDTISHARES TR$4.7M0.43%183,533CommonNONE
69374H303PTNQPACER FDS TR$4.6M0.43%64,772CommonNONE
922908538VOTVANGUARD INDEX FDS$4.6M0.43%16,188CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$4.5M0.42%38,049CommonNONE
11135F101AVGOBROADCOM INC$4.4M0.41%16,121CommonNONE
46090E103QQQINVESCO QQQ TR$4.4M0.41%7,923CommonNONE
78464A201SLYGSPDR SERIES TRUST$4.2M0.39%47,397CommonNONE
47103U852JMBSJANUS DETROIT STR TR$4.1M0.38%91,557CommonNONE
46435GAA0IBDRISHARES TR$4.0M0.38%166,410CommonNONE
17275R102CSCOCISCO SYS INC$4.0M0.38%58,113CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.0M0.37%13,474CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3.7M0.35%6,637CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$3.7M0.34%118,991CommonNONE
46654Q773JPLDJ P MORGAN EXCHANGE TRADED F$3.6M0.34%69,728CommonNONE
78468R200FLRNSPDR SERIES TRUST$3.6M0.34%117,754CommonNONE
88160R101TSLATESLA INC$3.6M0.34%11,356CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$3.6M0.33%257,967CommonNONE
78464A839MDYVSPDR SERIES TRUST$3.5M0.32%43,449CommonNONE
922908629VOVANGUARD INDEX FDS$3.4M0.32%12,223CommonNONE
46435UAA9IBDSISHARES TR$3.4M0.32%139,881CommonNONE
46432F339QUALISHARES TR$3.4M0.31%18,471CommonNONE
922908744VTVVANGUARD INDEX FDS$3.3M0.31%18,907CommonNONE
98149E303GLDMWORLD GOLD TR$3.3M0.31%50,388CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$3.3M0.31%76,246CommonNONE
166764100CVXCHEVRON CORP NEW$3.3M0.31%22,941CommonNONE
48251W104KKRKKR & CO INC$3.3M0.30%24,492CommonNONE
532457108LLYELI LILLY & CO$3.2M0.30%4,142CommonNONE
02079K107GOOGALPHABET INC$3.2M0.30%18,167CommonNONE
46137V480XSVMINVESCO EXCHANGE TRADED FD T$3.2M0.30%61,918CommonNONE
26923G806UTESETFIS SER TR I$3.2M0.30%42,562CommonNONE
75513E101RTXRTX CORPORATION$3.2M0.30%21,969CommonNONE
00287Y109ABBVABBVIE INC$3.2M0.30%17,086CommonNONE
02209S103MOALTRIA GROUP INC$3.2M0.29%53,857CommonNONE
437076102HDHOME DEPOT INC$3.2M0.29%8,592CommonNONE
46138R108FXFINVESCO CURRENCYSHARES SWISS$3.1M0.28%27,396CommonNONE
46138J510BSMQINVESCO EXCH TRD SLF IDX FD$3.1M0.28%129,978CommonNONE
46434G822EWJISHARES INC$3.0M0.28%39,633CommonNONE
92826C839VVISA INC$3.0M0.28%8,364CommonNONE
78464A300SLYVSPDR SERIES TRUST$3.0M0.28%37,078CommonNONE
46432F842IEFAISHARES TR$3.0M0.27%35,344CommonNONE
78464A821MDYGSPDR SERIES TRUST$2.9M0.27%33,929CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.9M0.27%18,305CommonNONE
46138J486BSMSINVESCO EXCH TRD SLF IDX FD$2.9M0.27%125,103CommonNONE
64110L106NFLXNETFLIX INC$2.9M0.27%2,165CommonNONE
46138J445BSMUINVESCO EXCH TRD SLF IDX FD$2.8M0.26%131,932CommonNONE
46138J494BSMRINVESCO EXCH TRD SLF IDX FD$2.8M0.26%120,405CommonNONE
464287614IWFISHARES TR$2.8M0.26%6,622CommonNONE
46138J528INVESCO EXCH TRD SLF IDX FD$2.8M0.26%114,183CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$2.8M0.26%65,539CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.8M0.26%15,347CommonNONE
78468R853SPSMSPDR SERIES TRUST$2.7M0.25%64,297CommonNONE
46138J478BSMTINVESCO EXCH TRD SLF IDX FD$2.7M0.25%119,651CommonNONE
46138E784PCYINVESCO EXCH TRADED FD TR II$2.7M0.25%131,530CommonNONE
92189F676SMHVANECK ETF TRUST$2.6M0.24%9,395CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$2.6M0.24%36,353CommonNONE
922908751VBVANGUARD INDEX FDS$2.6M0.24%10,856CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$2.6M0.24%21,132CommonNONE
97717W133CEWWISDOMTREE TR$2.5M0.23%134,229CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.5M0.23%2,533CommonNONE
46138E651PIOINVESCO EXCH TRADED FD TR II$2.4M0.22%53,641CommonNONE
149123101CATCATERPILLAR INC$2.4M0.22%6,109CommonNONE
464285204IAUISHARES GOLD TR$2.4M0.22%37,852CommonNONE
46436E205IBDUISHARES TR$2.3M0.22%99,370CommonNONE
464287200IVVISHARES TR$2.3M0.21%3,713CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2.2M0.21%12,003CommonNONE
68389X105ORCLORACLE CORP$2.2M0.21%10,223CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.2M0.21%16,507CommonNONE
464286640ECHISHARES INC$2.2M0.20%69,897CommonNONE
46434G780EWSISHARES INC$2.2M0.20%83,847CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$2.2M0.20%19,080CommonNONE
46428R107GSGISHARES S&P GSCI COMMODITY-$2.1M0.20%95,648CommonNONE
46138J411BSMVINVESCO EXCH TRD SLF IDX FD$2.1M0.19%101,547CommonNONE
893641100TDGTRANSDIGM GROUP INC$2.1M0.19%1,368CommonNONE
00206R102TAT&T INC$2.1M0.19%71,637CommonNONE
46138J395BSJTINVESCO EXCH TRD SLF IDX FD$2.0M0.19%94,004CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.0M0.19%46,033CommonNONE
92189F601NLRVANECK ETF TRUST$2.0M0.18%17,753CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$2.0M0.18%23,101CommonNONE
922908611VBRVANGUARD INDEX FDS$1.9M0.18%9,990CommonNONE
922908595VBKVANGUARD INDEX FDS$1.9M0.18%6,914CommonNONE
464288877EFVISHARES TR$1.9M0.18%30,096CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.9M0.18%7,492CommonNONE
464287655IWMISHARES TR$1.9M0.17%8,665CommonNONE
33939L407GUNRFLEXSHARES TR$1.8M0.17%45,881CommonNONE
464287507IJHISHARES TR$1.8M0.17%29,545CommonNONE
060505104BACBANK AMERICA CORP$1.8M0.17%38,381CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$1.8M0.17%12,597CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.8M0.17%35,207CommonNONE
713448108PEPPEPSICO INC$1.8M0.17%13,493CommonNONE
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$1.8M0.16%66,816CommonNONE
41151J505HGERHARBOR ETF TRUST$1.8M0.16%72,646CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.8M0.16%30,913CommonNONE
78464A847SPMDSPDR SERIES TRUST$1.8M0.16%32,383CommonNONE
464286806EWGISHARES INC$1.7M0.16%41,339CommonNONE
46434V282LRGFISHARES TR$1.7M0.16%26,909CommonNONE
921910840MGVVANGUARD WORLD FD$1.7M0.16%13,058CommonNONE
464287812IYKISHARES TR$1.7M0.16%24,207CommonNONE
72201R833MINTPIMCO ETF TR$1.7M0.16%16,759CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.7M0.15%8,099CommonNONE
464286749EWLISHARES INC$1.6M0.15%30,069CommonNONE
922908553VNQVANGUARD INDEX FDS$1.6M0.15%18,385CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.6M0.15%7,208CommonNONE
74348A467NOBLPROSHARES TR$1.6M0.15%16,115CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$1.6M0.15%26,422CommonNONE
464287606IJKISHARES TR$1.6M0.15%17,743CommonNONE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$1.6M0.15%24,838CommonNONE
46139W783BSCYINVESCO EXCH TRD SLF IDX FD$1.6M0.15%75,537CommonNONE
580135101MCDMCDONALDS CORP$1.6M0.14%5,321CommonNONE
931142103WMTWALMART INC$1.5M0.14%15,482CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.5M0.14%10,604CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.5M0.14%10,964CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$1.4M0.13%69,271CommonNONE
37954Y343MLPAGLOBAL X FDS$1.4M0.13%28,721CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1.4M0.13%4,045CommonNONE
09290C848BIDDBLACKROCK ETF TRUST$1.4M0.13%50,871CommonNONE
46434G103IEMGISHARES INC$1.4M0.13%23,057CommonNONE
922908512VOEVANGUARD INDEX FDS$1.4M0.13%8,411CommonNONE
37954Y673PAVEGLOBAL X FDS$1.4M0.13%31,511CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.4M0.13%6,034CommonNONE
438516106HONHONEYWELL INTL INC$1.3M0.13%5,776CommonNONE
464287432TLTISHARES TR$1.3M0.12%15,185CommonNONE
191216100KOCOCA COLA CO$1.3M0.12%18,776CommonNONE
256163106DOCUDOCUSIGN INC$1.3M0.12%16,899CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1.3M0.12%30,264CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.3M0.12%53,569CommonNONE
92189F106GDXVANECK ETF TRUST$1.3M0.12%25,098CommonNONE
46139W825BSCXINVESCO EXCH TRD SLF IDX FD$1.3M0.12%59,865CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.3M0.12%4,020CommonNONE
254687106DISDISNEY WALT CO$1.2M0.12%10,061CommonNONE
79466L302CRMSALESFORCE INC$1.2M0.11%4,524CommonNONE
464287499IWRISHARES TR$1.2M0.11%13,404CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1.2M0.11%23,411CommonNONE
369604301GEGE AEROSPACE$1.2M0.11%4,727CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.2M0.11%1,702CommonNONE
464287481IWPISHARES TR$1.2M0.11%8,562CommonNONE
922908363VOOVANGUARD INDEX FDS$1.2M0.11%2,070CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$1.2M0.11%63,357CommonNONE
464287671IUSGISHARES TR$1.2M0.11%7,655CommonNONE
46432F396MTUMISHARES TR$1.1M0.11%4,729CommonNONE
464287598IWDISHARES TR$1.1M0.11%5,824CommonNONE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$1.1M0.10%14,062CommonNONE
464287804IJRISHARES TR$1.1M0.10%9,988CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.1M0.10%14,413CommonNONE
097023105BABOEING CO$1.1M0.10%5,044CommonNONE
46429B689EFAVISHARES TR$1.0M0.10%12,256CommonNONE
907818108UNPUNION PAC CORP$1.0M0.10%4,444CommonNONE
718546104PSXPHILLIPS 66$1.0M0.09%8,437CommonNONE
94106L109WMWASTE MGMT INC DEL$996,3190.09%4,354CommonNONE
46428Q109SLVISHARES SILVER TR$987,4500.09%30,096CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$985,0340.09%17,048CommonNONE
09260D107BXBLACKSTONE INC$984,4160.09%6,581CommonNONE
464287309IVWISHARES TR$972,3610.09%8,832CommonNONE
038222105AMATAPPLIED MATLS INC$970,9980.09%5,304CommonNONE
58933Y105MRKMERCK & CO INC$966,0420.09%12,204CommonNONE
46139W775BSJWINVESCO EXCH TRD SLF IDX FD$964,0640.09%37,622CommonNONE
031162100AMGNAMGEN INC$959,6990.09%3,437CommonNONE
65339F101NEENEXTERA ENERGY INC$939,8040.09%13,538CommonNONE
06738C778DJPBARCLAYS BANK PLC$934,2800.09%27,495CommonNONE
29273V100ETENERGY TRANSFER L P$930,5160.09%51,325CommonNONE
539830109LMTLOCKHEED MARTIN CORP$930,2210.09%2,009CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$916,7920.09%12,590CommonNONE
97717X669DGRWWISDOMTREE TR$904,2890.08%10,799CommonNONE
682189105ONON SEMICONDUCTOR CORP$879,4920.08%16,781CommonNONE
842587107SOSOUTHERN CO$864,0730.08%9,409CommonNONE
46434V860TFLOISHARES TR$857,6060.08%16,932CommonNONE
548661107LOWLOWES COS INC$850,4530.08%3,833CommonNONE
717081103PFEPFIZER INC$848,5080.08%35,004CommonNONE
461202103INTUINTUIT$848,0000.08%1,077CommonNONE
863667101SYKSTRYKER CORPORATION$828,7420.08%2,095CommonNONE
747525103QCOMQUALCOMM INC$816,5320.08%5,127CommonNONE
G29183103ETNEATON CORP PLC$803,8840.07%2,252CommonNONE
97717W307DLNWISDOMTREE TR$797,6050.07%9,710CommonNONE
002824100ABTABBOTT LABS$796,8180.07%5,859CommonNONE
773903109ROKROCKWELL AUTOMATION INC$795,8620.07%2,396CommonNONE
74340W103PLDPROLOGIS INC.$795,6920.07%7,569CommonNONE
29250N105ENBENBRIDGE INC$793,9300.07%17,518CommonNONE
33939L506TDTTFLEXSHARES TR$784,3250.07%32,357CommonNONE
05464T104AXSMAXSOME THERAPEUTICS INC$783,4470.07%7,505CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$776,9490.07%16,784CommonNONE
82509L107SHOPSHOPIFY INC$771,1300.07%6,685CommonNONE
46436E726IBDVISHARES TR$769,1230.07%34,992CommonNONE
42809H107HESHESS CORP$756,8440.07%5,463CommonNONE
78464A805SPTMSPDR SERIES TRUST$755,8850.07%10,093CommonNONE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$753,9080.07%16,044CommonNONE
872540109TJXTJX COS INC NEW$753,4000.07%6,101CommonNONE
464287705IJJISHARES TR$751,4380.07%6,081CommonNONE
464287184FXIISHARES TR$749,8880.07%20,400CommonNONE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$717,8320.07%34,846CommonNONE
464287622IWBISHARES TR$717,7890.07%2,114CommonNONE
172967424CCITIGROUP INC$698,3610.06%8,204CommonNONE
718172109PMPHILIP MORRIS INTL INC$696,8010.06%3,826CommonNONE
337738108FISVFISERV INC$696,3640.06%4,039CommonNONE
69374H683PTINPACER FDS TR$687,7410.06%23,707CommonNONE
46139W767BSMYINVESCO EXCH TRD SLF IDX FD$681,7700.06%28,747CommonNONE
20825C104COPCONOCOPHILLIPS$681,2220.06%7,591CommonNONE
025816109AXPAMERICAN EXPRESS CO$680,3690.06%2,133CommonNONE
172908105CTASCINTAS CORP$678,4160.06%3,044CommonNONE
126650100CVSCVS HEALTH CORP$672,3840.06%9,748CommonNONE
464287663IUSVISHARES TR$664,8300.06%7,026CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$664,2190.06%12,683CommonNONE
69374H857CALFPACER FDS TR$644,2860.06%16,182CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$640,5570.06%2,077CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$636,3060.06%6,820CommonNONE
452308109ITWILLINOIS TOOL WKS INC$634,8020.06%2,567CommonNONE
88579Y101MMM3M CO$632,2170.06%4,153CommonNONE
45409B560HFXINEW YORK LIFE INVESTMENTS ET$630,1960.06%21,384CommonNONE
651639106NEMNEWMONT CORP$623,5010.06%10,702CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$622,5770.06%2,327CommonNONE
67077M108NTRNUTRIEN LTD$615,0070.06%10,560CommonNONE
46138E297EELVINVESCO EXCH TRADED FD TR II$613,1540.06%23,474CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$612,9250.06%4,598CommonNONE
231021106CMICUMMINS INC$610,7940.06%1,865CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$606,2010.06%6,171CommonNONE
464289446IWLISHARES TR$601,6080.06%3,929CommonNONE
25746U109DDOMINION ENERGY INC$600,6570.06%10,627CommonNONE
682680103OKEONEOK INC NEW$598,6230.06%7,333CommonNONE
50212V100LPLALPL FINL HLDGS INC$594,4100.06%1,585CommonNONE
576323109MTZMASTEC INC$592,9260.06%3,479CommonNONE
92537N108VRTVERTIV HOLDINGS CO$589,5610.05%4,591CommonNONE
921937827BSVVANGUARD BD INDEX FDS$589,3810.05%7,489CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$587,3600.05%8,967CommonNONE
46436E486IBDWISHARES TR$582,6330.05%27,692CommonNONE
464288687PFFISHARES TR$579,4190.05%18,886CommonNONE
595112103MUMICRON TECHNOLOGY INC$577,2790.05%4,684CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$576,4190.05%7,059CommonNONE
697435105PANWPALO ALTO NETWORKS INC$572,3780.05%2,797CommonNONE
291011104EMREMERSON ELEC CO$571,4040.05%4,286CommonNONE
949746101WMT2WELLS FARGO CO NEW$568,8910.05%7,100CommonNONE
82846H405QXOQXO INC$566,2980.05%26,291CommonNONE
46138J452BSJSINVESCO EXCH TRD SLF IDX FD$562,2530.05%25,499CommonNONE
46429B267GOVTISHARES TR$556,1600.05%24,202CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$551,5200.05%18,881CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$550,5460.05%7,113CommonNONE
872590104TMUST-MOBILE US INC$546,1730.05%2,292CommonNONE
92204A702VGTVANGUARD WORLD FD$545,4700.05%822CommonNONE
H1467J104CBCHUBB LIMITED$543,9330.05%1,877CommonNONE
780259305SHELSHELL PLC$540,2990.05%7,674CommonNONE
375558103GILDGILEAD SCIENCES INC$538,0220.05%4,853CommonNONE
922020805VTIPVANGUARD MALVERN FDS$534,8060.05%10,639CommonNONE
G87052109TELTE CONNECTIVITY PLC$531,6940.05%3,152CommonNONE
G5960L103MDTMEDTRONIC PLC$525,4090.05%6,027CommonNONE
369550108GDGENERAL DYNAMICS CORP$522,4290.05%1,791CommonNONE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$522,1680.05%6,031CommonNONE
244199105DEDEERE & CO$521,4090.05%1,025CommonNONE
194162103CLCOLGATE PALMOLIVE CO$520,7750.05%5,729CommonNONE
33939L845QDEFFLEXSHARES TR$518,2820.05%6,999CommonNONE
G54950103LINLINDE PLC$517,9440.05%1,104CommonNONE
345370860FFORD MTR CO$516,8050.05%47,632CommonNONE
464288885EFGISHARES TR$513,4470.05%4,584CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$502,8850.05%1,683CommonNONE
46139W841BSJUINVESCO EXCH TRD SLF IDX FD$499,7480.05%19,210CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$499,3200.05%5,540CommonNONE
09257A108BCXBLACKROCK RES & COMMODITIES$498,5810.05%52,760CommonNONE
553368101MPMP MATERIALS CORP$497,2870.05%14,947CommonNONE
34959E109FTNTFORTINET INC$492,6130.05%4,660CommonNONE
464287457SHYISHARES TR$491,6550.05%5,934CommonNONE
30040W108ESEVERSOURCE ENERGY$488,9270.05%7,685CommonNONE
302635206FSKFS KKR CAP CORP$484,1440.05%23,332CommonNONE
464288588MBBISHARES TR$483,2480.04%5,147CommonNONE
46139W817BSJVINVESCO EXCH TRD SLF IDX FD$481,8670.04%18,061CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$477,3960.04%12,089CommonNONE
886364702SPSKTIDAL TRUST I$476,4940.04%26,152CommonNONE
04010L103ARCCARES CAPITAL CORP$476,1000.04%21,680CommonNONE
46641Q308JPEMJ P MORGAN EXCHANGE TRADED F$472,5560.04%8,377CommonNONE
808524607SCHASCHWAB STRATEGIC TR$462,8720.04%18,295CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$461,0390.04%9,321CommonNONE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$459,3940.04%19,691CommonNONE
443201108HWMHOWMET AEROSPACE INC$459,1820.04%2,467CommonNONE
127097103CTRACOTERRA ENERGY INC$459,1110.04%18,089CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$456,9470.04%6,877CommonNONE
36828A101GEVGE VERNOVA INC$454,2980.04%859CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$451,9890.04%1,400CommonNONE
500754106KHCKRAFT HEINZ CO$451,3980.04%17,482CommonNONE
10240L102BOWBOWHEAD SPECIALTY HLDGS INC$448,2820.04%11,945CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$445,1490.04%1,018CommonNONE
78463X848CWISPDR INDEX SHS FDS$443,0830.04%13,567CommonNONE
33735B108FNXFIRST TR EXCHANGE-TRADED ALP$442,6450.04%3,854CommonNONE
055622104BPBP PLC$441,6920.04%14,757CommonNONE
14040H105COFCAPITAL ONE FINL CORP$441,5890.04%2,076CommonNONE
032654105ADIANALOG DEVICES INC$439,4640.04%1,846CommonNONE
69374H204PTMCPACER FDS TR$435,5480.04%12,487CommonNONE
89151E109TTENTOTALENERGIES SE$432,8800.04%7,051CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$429,6910.04%791CommonNONE
01881G106ABALLIANCEBERNSTEIN HLDG L P$428,5110.04%10,495CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$424,0870.04%1,745CommonNONE
46139W791BSSXINVESCO EXCH TRD SLF IDX FD$422,2290.04%16,842CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$415,4400.04%6,180CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$409,6910.04%1,010CommonNONE
12572Q105CMECME GROUP INC$406,8910.04%1,476CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$404,9360.04%3,770CommonNONE
655844108NSCNORFOLK SOUTHN CORP$402,2890.04%1,572CommonNONE
55261F104MTBM & T BK CORP$400,9560.04%2,067CommonNONE
37733W204GSKGSK PLC$396,4930.04%10,325CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$395,0400.04%7,979CommonNONE
46139W833BSMWINVESCO EXCH TRD SLF IDX FD$382,9200.04%15,642CommonNONE
464287408IVEISHARES TR$380,6780.04%1,948CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$377,9850.04%4,022CommonNONE
760759100RSGREPUBLIC SVCS INC$377,9300.04%1,533CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$375,8130.03%11,814CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$375,6160.03%7,221CommonNONE
464286525ACWVISHARES INC$374,6200.03%3,159CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$374,6090.03%13,538CommonNONE
464287689IWVISHARES TR$370,9900.03%1,057CommonNONE
46435U168IBHEISHARES TR$366,8010.03%15,773CommonNONE
03831W108APPAPPLOVIN CORP$366,5340.03%1,047CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$366,2810.03%26,658CommonNONE
78409V104SPGIS&P GLOBAL INC$355,6330.03%674CommonNONE
316092360FFLCFIDELITY COVINGTON TRUST$354,9590.03%7,265CommonNONE
701094104PHPARKER-HANNIFIN CORP$352,2270.03%504CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$351,8240.03%3,331CommonNONE
81762P102NOWSERVICENOW INC$349,5470.03%340CommonNONE
512807306LRCXLAM RESEARCH CORP$348,1000.03%3,576CommonNONE
464288372IGFISHARES TR$347,6820.03%5,873CommonNONE
501044101KRKROGER CO$347,5320.03%4,845CommonNONE
075887109BDXBECTON DICKINSON & CO$346,7890.03%2,013CommonNONE
03076C106AMPAMERIPRISE FINL INC$340,0050.03%637CommonNONE
670837103OGEOGE ENERGY CORP$335,2910.03%7,555CommonNONE
97717W505DONWISDOMTREE TR$333,9610.03%6,663CommonNONE
92189F791GDXJVANECK ETF TRUST$332,8130.03%4,924CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$331,9900.03%9,910CommonNONE
46436E528IBHFISHARES TR$327,5200.03%14,099CommonNONE
46435G425ESGUISHARES TR$325,1720.03%2,403CommonNONE
609207105MDLZMONDELEZ INTL INC$324,6130.03%4,813CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$322,5260.03%305CommonNONE
46222L108IONQIONQ INC$322,4900.03%7,505CommonNONE
66987V109NVSNOVARTIS AG$318,8080.03%2,635CommonNONE
464288703ISCVISHARES TR$316,7720.03%5,160CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$315,9350.03%1,722CommonNONE
87288V101TSSITSS INC DEL$313,0940.03%10,860CommonNONE
09290D101BLKBLACKROCK INC$312,1960.03%298CommonNONE
20030N101CMCSACOMCAST CORP NEW$311,4770.03%8,727CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$309,8430.03%14,020CommonNONE
92189F643MOATVANECK ETF TRUST$305,0990.03%3,253CommonNONE
808524698SCHISCHWAB STRATEGIC TR$305,0030.03%13,401CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$304,9760.03%12,798CommonNONE
808513105SCHWSCHWAB CHARLES CORP$294,6140.03%3,229CommonNONE
G8267P108SWSMURFIT WESTROCK PLC$294,5520.03%6,826CommonNONE
46436E841IBTHISHARES TR$291,0660.03%12,942CommonNONE
091941104BGTBLACKROCK FLOATING RATE INC$290,5640.03%23,208CommonNONE
422806109HEIHEICO CORP NEW$290,2800.03%885CommonNONE
46436E858IBTGISHARES TR$288,6430.03%12,588CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$287,6750.03%2,346CommonNONE
46436E866ISHARES TR$287,4210.03%12,304CommonNONE
422806208HEI/AHEICO CORP NEW$286,9540.03%1,109CommonNONE
92204A876VPUVANGUARD WORLD FD$285,7220.03%1,619CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$285,1710.03%4,209CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$283,6510.03%675CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$282,6660.03%2,228CommonNONE
46435U432ISHARES TR$280,1600.03%10,468CommonNONE
46435U259IBMOISHARES TR$279,1110.03%10,893CommonNONE
125523100CITHE CIGNA GROUP$278,2090.03%842CommonNONE
46435U325IBMQISHARES TR$277,8080.03%10,933CommonNONE
46435U283IBMPISHARES TR$277,4050.03%10,943CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$275,7970.03%619CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$275,1430.03%3,269CommonNONE
235851102DHRDANAHER CORPORATION$274,4010.03%1,389CommonNONE
N07059210ASMLASML HOLDING N V$273,9630.03%342CommonNONE
743315103PGRPROGRESSIVE CORP$273,2340.03%1,024CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$271,5180.03%616CommonNONE
00724F101ADBEADOBE INC$269,0130.03%695CommonNONE
33734Y109FYXFIRST TR EXCHANGE-TRADED ALP$268,5250.02%2,760CommonNONE
21036P108STZCONSTELLATION BRANDS INC$268,3910.02%1,650CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$265,8600.02%522CommonNONE
Y2573F102FLEXFLEX LTD$263,4280.02%5,277CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$263,4240.02%1,600CommonNONE
824348106SHWSHERWIN WILLIAMS CO$261,1430.02%761CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$260,6010.02%1,837CommonNONE
464287473IWSISHARES TR$255,9990.02%1,937CommonNONE
46435G672IAGGISHARES TR$255,7570.02%5,006CommonNONE
464287648IWOISHARES TR$254,5510.02%890CommonNONE
98419M100XYLXYLEM INC$251,3460.02%1,943CommonNONE
458140100INTCINTEL CORP$249,1510.02%11,123CommonNONE
615369105MCOMOODYS CORP$248,2870.02%495CommonNONE
882508104TXNTEXAS INSTRS INC$246,8450.02%1,189CommonNONE
482480100KLACKLA CORP$245,8230.02%274CommonNONE
233051630HDEFDBX ETF TR$245,6270.02%8,511CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$245,2250.02%3,351CommonNONE
494368103KMBKIMBERLY-CLARK CORP$242,2410.02%1,879CommonNONE
904767704UNILEVER PLC$242,2190.02%3,960CommonNONE
46434V266ISCFISHARES TR$242,1260.02%6,245CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$242,1090.02%909CommonNONE
303075105FDSFACTSET RESH SYS INC$239,7420.02%536CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$235,3370.02%1,243CommonNONE
046353108AZNNASTRAZENECA PLC$234,7180.02%3,359CommonNONE
464287226AGGISHARES TR$230,5510.02%2,324CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$229,4210.02%915CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$229,2820.02%6,256CommonNONE
706327103PBAPEMBINA PIPELINE CORP$228,2260.02%6,084CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$228,0200.02%978CommonNONE
46434V381XTISHARES TR$226,4180.02%3,470CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$225,4460.02%4,600CommonNONE
87612E106TGTTARGET CORP$225,0470.02%2,281CommonNONE
26884L109EQTEQT CORP$223,4230.02%3,831CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$223,3410.02%3,174CommonNONE
767204100RIORIO TINTO PLC$221,3470.02%3,795CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$220,6750.02%1,009CommonNONE
921909768VXUSVANGUARD STAR FDS$220,4420.02%3,191CommonNONE
756109104OREALTY INCOME CORP$220,3690.02%3,825CommonNONE
26875P101EOGEOG RES INC$218,7670.02%1,829CommonSOLE
464287465EFAISHARES TR$218,0220.02%2,439CommonNONE
19761L706RECSCOLUMBIA ETF TR I$217,8510.02%5,921CommonNONE
464287168DVYISHARES TR$217,4430.02%1,637CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$217,2810.02%2,153CommonNONE
30161Q104EXELEXELIXIS INC$216,7610.02%4,918CommonNONE
62944T105NVRNVR INC$214,1840.02%29CommonNONE
78468R606SPHYSPDR SERIES TRUST$213,5810.02%8,974CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$211,6280.02%423CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$211,3120.02%7,920CommonNONE
922908652VXFVANGUARD INDEX FDS$206,9150.02%1,074CommonNONE
110448107BTIBRITISH AMERN TOB PLC$206,9020.02%4,371CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$205,3660.02%940CommonNONE
85208P303URNMSPROTT FDS TR$204,8020.02%4,273CommonNONE
278277108EOSEATON VANCE ENHANCED EQUITY$204,4200.02%8,444CommonNONE
33737K205NXTGFIRST TR EXCHANGE-TRADED FD$204,3090.02%2,100CommonNONE
72201R585PYLDPIMCO ETF TR$201,8770.02%7,607CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$201,7590.02%2,124CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$201,4400.02%4,347CommonNONE
293594107ENVXENOVIX CORPORATION$155,0480.01%14,995CommonNONE
24823R105DNLIDENALI THERAPEUTICS INC$146,5870.01%10,478CommonNONE
03945R102ACHRARCHER AVIATION INC$116,0080.01%10,692CommonNONE
61744H105MSDMORGAN STANLEY EMKT DBT FD I$112,4250.01%14,544CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$112,3970.01%11,481CommonNONE
29415C101EOSEEOS ENERGY ENTERPRISES INC$68,2240.01%13,325CommonNONE
03843E104AQSTAQUESTIVE THERAPEUTICS INC$60,7880.01%18,365CommonNONE
14161Y200CRDLCARDIOL THERAPEUTICS INC$20,4000.00%15,000CommonNONE

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.