MondegarAI
Prestige Wealth Management Group LLC

Q3 2024 · 13F-HR/A

Prestige Wealth Management Group LLCholdings as filed

Filed 2026-02-20 · accession 0001772715-26-000004

$483.6M
Reported value
1,032
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1032

CUSIPTickerIssuerValue% port.SharesClassVoting
97717X669DGRWWISDOMTREE TR$54.5M11.3%655,493CommonNONE
921937835BNDVANGUARD BD INDEX FDS$26.4M5.46%351,779CommonNONE
46435U853USHYISHARES TR$26.3M5.43%697,554CommonNONE
97717X511AGGYWISDOMTREE TR$26.2M5.41%585,239CommonNONE
78464A144SPBOSPDR SER TR$26.0M5.37%864,961CommonNONE
037833100AAPLAPPLE INC$25.5M5.27%109,384CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$21.3M4.40%138,188CommonNONE
97717Y477QGRWWISDOMTREE TR$19.6M4.06%430,608CommonNONE
194162103CLCOLGATE PALMOLIVE CO$15.4M3.19%148,447CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$12.7M2.63%153,338CommonNONE
594918104MSFTMICROSOFT CORP$11.7M2.42%27,153CommonNONE
922908736VUGVANGUARD INDEX FDS$8.5M1.76%22,137CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$7.7M1.58%33,933CommonNONE
922908744VTVVANGUARD INDEX FDS$7.1M1.47%40,663CommonNONE
78464A821MDYGSPDR SER TR$7.0M1.45%80,074CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$6.6M1.37%73,298CommonNONE
78464A839MDYVSPDR SER TR$6.4M1.31%80,002CommonNONE
02079K305GOOGLALPHABET INC$6.2M1.29%37,521CommonNONE
67066G104NVDANVIDIA CORPORATION$6.0M1.24%49,400CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$5.8M1.19%234,432CommonNONE
30303M102METAMETA PLATFORMS INC$5.2M1.08%9,143CommonNONE
478160104JNJJOHNSON & JOHNSON$4.3M0.89%26,607CommonNONE
33739N108FMBFIRST TR EXCHANGE-TRADED FD$4.1M0.86%79,692CommonNONE
023135106AMZNAMAZON COM INC$4.1M0.85%22,119CommonNONE
78464A201SLYGSPDR SER TR$3.8M0.80%41,334CommonNONE
78464A300SLYVSPDR SER TR$3.7M0.77%42,832CommonNONE
58933Y105MRKMERCK & CO INC$3.6M0.74%31,509CommonNONE
922907746VTEBVANGUARD MUN BD FDS$3.4M0.71%67,240CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$3.1M0.64%30,345CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.0M0.63%14,420CommonNONE
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72201R866MUNIPIMCO ETF TR$3.0M0.61%55,740CommonNONE
30231G102XOMEXXON MOBIL CORP$2.9M0.61%25,016CommonNONE
97717Y527USFRWISDOMTREE TR$2.8M0.58%56,206CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$2.8M0.58%42,154CommonNONE
92826C839VVISA INC$2.7M0.57%9,953CommonNONE
437076102HDHOME DEPOT INC$2.7M0.55%6,558CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.4M0.49%4,094CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.3M0.48%2,623CommonNONE
931142103WMTWALMART INC$2.2M0.45%26,801CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.0M0.40%4,241CommonNONE
68389X105ORCLORACLE CORP$1.9M0.40%11,218CommonNONE
060505104BACBANK AMERICA CORP$1.9M0.39%47,009CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.9M0.38%17,768CommonNONE
11135F101AVGOBROADCOM INC$1.7M0.35%9,792CommonNONE
74340W103PLDPROLOGIS INC.$1.6M0.32%12,445CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.6M0.32%9,063CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.5M0.31%5,325CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.5M0.30%28,375CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.4M0.30%16,086CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.4M0.29%5,976CommonNONE
88160R101TSLATESLA INC$1.4M0.28%5,267CommonNONE
64110L106NFLXNETFLIX INC$1.4M0.28%1,934CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.3M0.27%31,011CommonNONE
256677105DGDOLLAR GEN CORP NEW$1.3M0.26%15,000CALLNONE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.24%2,381CommonNONE
72201R833MINTPIMCO ETF TR$1.2M0.24%11,619CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.1M0.23%24,864CommonNONE
29444U700EQIXEQUINIX INC$1.0M0.22%1,181CommonNONE
00206R102TAT&T INC$1.0M0.21%46,641CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.21%22,343CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$997,1290.21%16,031CommonNONE
G54950103LINLINDE PLC$995,6850.21%2,088CommonNONE
95040Q104WELLWELLTOWER INC$975,4610.20%7,619CommonNONE
149123101CATCATERPILLAR INC$948,5160.20%2,425CommonNONE
539830109LMTLOCKHEED MARTIN CORP$946,0110.20%1,618CommonNONE
921910816MGKVANGUARD WORLD FD$923,6750.19%2,869CommonNONE
654106103NKENIKE INC$872,6550.18%9,830CommonNONE
580135101MCDMCDONALDS CORP$840,2960.17%2,760CommonNONE
00287Y109ABBVABBVIE INC$814,2110.17%4,123CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$812,5610.17%1,641CommonNONE
191216100KOCOCA COLA CO$782,2930.16%10,813CommonNONE
254687106DISDISNEY WALT CO$771,6500.16%8,022CommonNONE
756109104OREALTY INCOME CORP$756,8550.16%11,934CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$751,0280.16%2,064CommonNONE
872590104TMUST-MOBILE US INC$747,4370.15%3,622CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$716,3070.15%4,238CommonNONE
713448108PEPPEPSICO INC$712,6140.15%4,191CommonNONE
907818108UNPUNION PAC CORP$703,1420.15%2,853CommonNONE
22822V101CCICROWN CASTLE INC$691,4950.14%5,829CommonNONE
253868103DLRDIGITAL RLTY TR INC$684,3800.14%4,229CommonNONE
G5960L103MDTMEDTRONIC PLC$682,5040.14%7,522CommonNONE
747525103QCOMQUALCOMM INC$641,0340.13%3,770CommonNONE
G29183103ETNEATON CORP PLC$636,0340.13%1,919CommonNONE
65339F101NEENEXTERA ENERGY INC$621,4220.13%7,351CommonNONE
438516106HONHONEYWELL INTL INC$613,8710.13%2,970CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$603,6470.12%3,035CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$599,5490.12%1,850CommonNONE
038222105AMATAPPLIED MATLS INC$591,6030.12%2,928CommonNONE
285512109EAELECTRONIC ARTS INC$589,5390.12%4,110CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$572,9920.12%1,621CommonNONE
17275R102CSCOCISCO SYS INC$538,9570.11%10,127CommonNONE
464287481IWPISHARES TR$534,0900.11%4,554CommonNONE
70202L102PSNPARSONS CORP DEL$532,3970.11%5,135CommonNONE
532457108LLYELI LILLY & CO$526,2490.11%594CommonNONE
33829M101FIVEFIVE BELOW INC$521,9720.11%5,908CommonNONE
548661107LOWLOWES COS INC$501,9850.10%1,853CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$493,1810.10%2,737CommonNONE
00724F101ADBEADOBE INC$492,9280.10%952CommonNONE
78409V104SPGIS&P GLOBAL INC$479,4840.10%928CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$477,5780.10%3,107CommonNONE
12504L109CBRECBRE GROUP INC$476,6350.10%3,829CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$475,4710.10%2,728CommonNONE
002824100ABTABBOTT LABS$465,4880.10%4,083CommonNONE
46284V101IRMIRON MTN INC DEL$459,7710.10%3,846CommonNONE
58155Q103MCKMCKESSON CORP$451,0620.09%911CommonNONE
925652109VICIVICI PPTYS INC$448,3050.09%13,286CommonNONE
031162100AMGNAMGEN INC$446,9900.09%1,387CommonNONE
461202103INTUINTUIT$431,6080.09%695CommonNONE
235851102DHRDANAHER CORPORATION$425,2270.09%1,528CommonNONE
053484101AVBAVALONBAY CMNTYS INC$419,4050.09%1,848CommonNONE
464287614IWFISHARES TR$417,7980.09%1,113CommonNONE
773903109ROKROCKWELL AUTOMATION INC$406,9860.08%1,516CommonNONE
H1467J104CBCHUBB LIMITED$402,7370.08%1,392CommonNONE
681919106OMCOMNICOM GROUP INC$393,3570.08%3,779CommonNONE
22160N109CSGPCOSTAR GROUP INC$389,1200.08%5,158CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$381,2000.08%46,206CommonNONE
824348106SHWSHERWIN WILLIAMS CO$378,6690.08%992CommonNONE
09247X101BLKCHFBLACKROCK INC$367,5410.08%387CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$365,6240.08%1,519CommonNONE
94106L109WMWASTE MGMT INC DEL$363,6050.08%1,751CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$362,1970.07%4,359CommonNONE
921910840MGVVANGUARD WORLD FD$362,0070.07%2,822CommonNONE
92537N108VRTVERTIV HOLDINGS CO$359,1590.07%3,610CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$354,2440.07%10,462CommonNONE
92276F100VTRVENTAS INC$353,2290.07%5,508CommonNONE
882508104TXNTEXAS INSTRS INC$347,5960.07%1,683CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$342,0020.07%1,584CommonNONE
29476L107EQREQUITY RESIDENTIAL$330,8210.07%4,403CommonNONE
863667101SYKSTRYKER CORPORATION$328,4260.07%907CommonNONE
452308109ITWILLINOIS TOOL WKS INC$316,5470.07%1,201CommonNONE
036752103ELVELEVANCE HEALTH INC$315,6660.07%607CommonNONE
009158106APDAIR PRODS & CHEMS INC$310,9460.06%1,044CommonNONE
032654105ADIANALOG DEVICES INC$309,1690.06%1,343CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$306,9720.06%3,819CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$305,4730.06%1,369CommonNONE
482480100KLACKLA CORP$299,7160.06%387CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$290,4780.06%2,653CommonNONE
92204A884VOXVANGUARD WORLD FD$287,0170.06%1,967CommonNONE
75513E101RTXRTX CORPORATION$276,9720.06%2,286CommonNONE
46187W107INVHINVITATION HOMES INC$264,3120.05%7,437CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$256,6850.05%1,389CommonNONE
12572Q105CMECME GROUP INC$254,4960.05%1,153CommonNONE
922908363VOOVANGUARD INDEX FDS$251,0490.05%474CommonNONE
717081103PFEPFIZER INC$250,5920.05%8,659CommonNONE
31428X106FDXFEDEX CORP$246,9550.05%898CommonNONE
464287622IWBISHARES TR$244,9100.05%779CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$233,1140.05%7,370CommonNONE
609207105MDLZMONDELEZ INTL INC$223,1600.05%3,010CommonNONE
02079K107GOOGALPHABET INC$216,3500.04%1,294CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$213,4910.04%1,329CommonNONE
911363109URIUNITED RENTALS INC$194,3360.04%240CommonNONE
57667L107MTCHMATCH GROUP INC NEW$194,0450.04%5,128CommonNONE
65249B109NWSANEWS CORP NEW$190,6920.04%7,134CommonNONE
97717Y410USINWISDOMTREE TR$188,3400.04%3,650CommonNONE
35137L105FOXAFOX CORP$188,1580.04%4,445CommonNONE
78464A805SPTMSPDR SER TR$187,4900.04%2,676CommonNONE
025816109AXPAMERICAN EXPRESS CO$184,9590.04%682CommonNONE
032095101APHAMPHENOL CORP NEW$179,7090.04%2,751CommonNONE
12514G108CDWCDW CORP$172,8940.04%764CommonNONE
125523100CITHE CIGNA GROUP$169,4110.04%489CommonNONE
464288588MBBISHARES TR$167,6680.03%1,750CommonNONE
35473P462DVALFRANKLIN TEMPLETON ETF TR$164,7410.03%11,612CommonNONE
40412C101HCAHCA HEALTHCARE INC$161,7600.03%398CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$156,1040.03%3,285CommonNONE
097023105BABOEING CO$155,8420.03%1,025CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$154,8360.03%3,740CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$153,6690.03%291CommonNONE
58733R102MELIMERCADOLIBRE INC$149,7940.03%73CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$148,6490.03%6,304CommonNONE
464287473IWSISHARES TR$144,6090.03%1,093CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$144,3120.03%555CommonNONE
78464A540XTLSPDR SER TR$141,6800.03%1,408CommonNONE
064058100BKBANK NEW YORK MELLON CORP$132,7260.03%1,847CommonNONE
744320102PRUPRUDENTIAL FINL INC$131,5160.03%1,086CommonNONE
20825C104COPCONOCOPHILLIPS$128,2320.03%1,218CommonNONE
743315103PGRPROGRESSIVE CORP$126,3730.03%498CommonNONE
78468R804LGLVSPDR SER TR$124,3850.03%735CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$124,0400.03%451CommonNONE
21036P108STZCONSTELLATION BRANDS INC$121,1150.03%470CommonNONE
42809H107HESHESS CORP$117,8750.02%868CommonNONE
46090E103QQQINVESCO QQQ TR$117,7880.02%241CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$114,0370.02%695CommonNONE
172967424CCITIGROUP INC$113,6820.02%1,816CommonNONE
883203101TXTTEXTRON INC$110,9280.02%1,252CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$110,3350.02%2,470CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$108,9930.02%493CommonNONE
166764100CVXCHEVRON CORP NEW$108,3910.02%736CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$106,6390.02%4,047CommonNONE
464288802SUSAISHARES TR$105,5650.02%877CommonNONE
126650100CVSCVS HEALTH CORP$105,4510.02%1,677CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$105,1860.02%1,244CommonNONE
636180101NFGNATIONAL FUEL GAS CO$103,9130.02%1,700CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$100,1720.02%9,388CommonNONE
571903202MARMARRIOTT INTL INC NEW$99,4410.02%400CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$97,3750.02%404CommonNONE
78464A409SPYGSPDR SER TR$95,6300.02%1,153CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$94,6290.02%210CommonNONE
375558103GILDGILEAD SCIENCES INC$93,9860.02%1,121CommonNONE
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88579Y101MMM3M CO$89,8390.02%657CommonNONE
117043109BCBRUNSWICK CORP$88,5990.02%1,057CommonNONE
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816851109SRESEMPRA$86,9470.02%1,032CommonNONE
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883556102TMOTHERMO FISHER SCIENTIFIC INC$84,1800.02%136CommonNONE
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79466L302CRMSALESFORCE INC$80,0440.02%292CommonNONE
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855244109SBUXSTARBUCKS CORP$70,7790.01%726CommonNONE
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87612E106TGTTARGET CORP$69,2030.01%444CommonNONE
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101137107BSXBOSTON SCIENTIFIC CORP$59,3310.01%708CommonNONE
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209115104EDCONSOLIDATED EDISON INC$55,9180.01%537CommonNONE
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760759100RSGREPUBLIC SVCS INC$54,4280.01%271CommonNONE
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500472303PHGKONINKLIJKE PHILIPS N V$52,9090.01%1,617CommonNONE
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36828A101GEVGE VERNOVA INC$30,8540.01%121CommonNONE
98980G102ZSZSCALER INC$30,7700.01%180CommonNONE
458140100INTCINTEL CORP$30,4050.01%1,296CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$30,2110.01%127CommonNONE
74762E102QUREQUANTA SVCS INC$29,8150.01%100CommonNONE
78464A581XHESPDR SER TR$29,7780.01%329CommonNONE
682189105ONON SEMICONDUCTOR CORP$29,7710.01%410CommonNONE
00214Q104ARKKARK ETF TR$29,7070.01%625CommonNONE
126408103CSXCSX CORP$29,2130.01%846CommonNONE
N07059210ASMLASML HOLDING N V$29,1640.01%35CommonNONE
55261F104MTBM & T BK CORP$29,0350.01%163CommonNONE
78464A854SPYMSPDR SER TR$28,9620.01%429CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$28,7900.01%25CommonNONE
053611109AVYAVERY DENNISON CORP$27,8170.01%126CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$27,4170.01%737CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$27,0970.01%235CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$26,6490.01%402CommonNONE
42226K105HRHEALTHCARE RLTY TR$26,3360.01%1,451CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$26,1660.01%71CommonNONE
29357K103ENVAENOVA INTL INC$25,9750.01%310CommonNONE
78468R671FITESPDR SER TR$25,9430.01%420CommonNONE
46434VBG4IBDPISHARES TR$25,4630.01%1,010CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$24,9410.01%1,216CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$24,8340.01%246CommonNONE
89832Q109TFCTRUIST FINL CORP$24,7650.01%579CommonNONE
03073E105CORCENCORA INC$24,7600.01%110CommonNONE
22052L104CTVACORTEVA INC$24,6920.01%420CommonNONE
78463V107GLDSPDR GOLD TR$24,3060.01%100CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$24,2020.01%322CommonNONE
776696106ROPROPER TECHNOLOGIES INC$23,3720.00%42CommonNONE
78464A870XBISPDR SER TR$23,3170.00%236CommonNONE
444859102HUMHUMANA INC$23,1880.00%73CommonNONE
26614N102DDDUPONT DE NEMOURS INC$22,9910.00%258CommonNONE
739128106POWLPOWELL INDS INC$22,2650.00%100CommonNONE
053332102AZOAUTOZONE INC$22,0510.00%7CommonNONE
110448107BTIBRITISH AMERN TOB PLC$21,9480.00%600CommonNONE
842587107SOSOUTHERN CO$21,4630.00%238CommonNONE
778296103ROSTROSS STORES INC$21,2220.00%141CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$20,9970.00%154CommonNONE
97717Y543WTAIWISDOMTREE TR$20,9270.00%1,050CommonNONE
369604301GEGE AEROSPACE$20,7750.00%110CommonNONE
512807108LRCXEURLAM RESEARCH CORP$20,4600.00%25CommonNONE
629377508NRGNRG ENERGY INC$20,4070.00%224CommonNONE
683712103OPENOPENDOOR TECHNOLOGIES INC$20,0240.00%10,012CommonNONE
803054204SAPSAP SE$19,9320.00%87CommonNONE
172062101CINFCINCINNATI FINL CORP$19,7180.00%144CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$19,5040.00%177CommonNONE
02209S103MOALTRIA GROUP INC$19,4710.00%374CommonNONE
03831W108APPAPPLOVIN CORP$19,4520.00%149CommonNONE
084423102WRBBERKLEY W R CORP$19,3450.00%341CommonNONE
142339100CSLCARLISLE COS INC$19,3400.00%43CommonNONE
G81276100SIGSIGNET JEWELERS LIMITED$19,0810.00%185CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$19,0480.00%49CommonNONE
46131J103VKQINVESCO MUNICIPAL TRUST$18,9100.00%1,843CommonNONE
922908538VOTVANGUARD INDEX FDS$18,7480.00%77CommonNONE
941848103WATWATERS CORP$18,7150.00%52CommonNONE
737630103PCHPOTLATCHDELTIC CORPORATION$18,6510.00%414CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$18,5270.00%624CommonNONE
34959J108FTVFORTIVE CORP$18,4710.00%234CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$18,1000.00%879CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$17,9720.00%360CommonNONE
227046109CROXCROCS INC$17,9570.00%124CommonNONE
303250104FICOFAIR ISAAC CORP$17,4920.00%9CommonNONE
256677105DGDOLLAR GEN CORP NEW$17,4220.00%206CommonNONE
00827B106AFRMAFFIRM HLDGS INC$17,3490.00%425CommonNONE
94106B101WCNWASTE CONNECTIONS INC$17,3460.00%97CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$17,3400.00%169CommonNONE
031100100AMEAMETEK INC$17,1710.00%100CommonNONE
46428Q109SLVISHARES SILVER TR$17,0460.00%600CommonNONE
670346105NUENUCOR CORP$16,8990.00%112CommonNONE
892356106TSCOTRACTOR SUPPLY CO$16,8750.00%58CommonNONE
487836108KKELLANOVA$16,7080.00%207CommonNONE
988498101YUMYUM BRANDS INC$16,6260.00%119CommonNONE
958102105WDCWESTERN DIGITAL CORP.$16,4580.00%241CommonNONE
64081V109NRDYNERDY INC$16,2220.00%16,500CommonNONE
902494103TSNTYSON FOODS INC$16,2010.00%272CommonNONE
16411R208LNGCHENIERE ENERGY INC$16,1860.00%90CommonNONE
075887109BDXBECTON DICKINSON & CO$16,1550.00%67CommonNONE
46429B697USMVISHARES TR$15,7060.00%172CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$15,6540.00%331CommonNONE
056752108BIDUBAIDU INC$15,5830.00%148CommonNONE
94419L101WWAYFAIR INC$15,4500.00%275CommonNONE
891160509TDTORONTO DOMINION BK ONT$15,4360.00%244CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$15,3940.00%147CommonNONE
046353108AZNNASTRAZENECA PLC$15,3490.00%197CommonNONE
29084Q100EMEEMCOR GROUP INC$15,0690.00%35CommonNONE
69351T106PPLPPL CORP$15,0360.00%451CommonNONE
808513105SCHWSCHWAB CHARLES CORP$15,0360.00%232CommonNONE
03076C106AMPAMERIPRISE FINL INC$15,0350.00%32CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$14,9630.00%427CommonNONE
427866108HSYHERSHEY CO$14,9590.00%78CommonNONE
92204A504VHTVANGUARD WORLD FD$14,7360.00%52CommonNONE
404030108HEESEURH & E EQUIPMENT SERVICES INC$14,6970.00%302CommonNONE
88162G103TTEKTETRA TECH INC NEW$14,6200.00%310CommonNONE
963320106WHRWHIRLPOOL CORP$14,3380.00%134CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$14,2790.00%185CommonNONE
372460105GPCGENUINE PARTS CO$14,0680.00%100CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$14,0010.00%344CommonNONE
D18190898DBDEUTSCHE BANK A G$13,8480.00%800CommonNONE
78440X887SLGSL GREEN RLTY CORP$13,8330.00%198CommonNONE
370334104GISGENERAL MLS INC$13,8100.00%187CommonNONE
518439104ELLAUDER ESTEE COS INC$13,7590.00%138CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$13,7410.00%127CommonNONE
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$13,6980.00%1,234CommonNONE
013872106AAALCOA CORP$13,6580.00%354CommonNONE
34959E109FTNTFORTINET INC$13,6500.00%176CommonNONE
754730109RJFRAYMOND JAMES FINL INC$13,5940.00%111CommonNONE
465741106ITRIITRON INC$13,3520.00%125CommonNONE
780259305SHELSHELL PLC$13,1900.00%200CommonNONE
88677Q109TTS1EURTILE SHOP HLDGS INC$13,1800.00%2,000CommonNONE
880770102TERTERADYNE INC$12,8580.00%96CommonNONE
278865100ECLECOLAB INC$12,7950.00%50CommonNONE
513272104LWLAMB WESTON HLDGS INC$12,6900.00%196CommonNONE
651639106NEMNEWMONT CORP$12,6150.00%236CommonNONE
878742204TECKTECK RESOURCES LTD$12,5380.00%240CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$12,4620.00%49CommonNONE
969457100WMBWILLIAMS COS INC$12,4170.00%272CommonNONE
25243Q205DEODIAGEO PLC$12,1440.00%85CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$11,9830.00%55CommonNONE
00130H105AESAES CORP$11,9160.00%594CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$11,9010.00%165CommonNONE
292102100ESBAEMPIRE ST RLTY OP L P$11,8820.00%1,123CommonNONE
368736104GNRCGENERAC HLDGS INC$11,7580.00%74CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$11,6800.00%51CommonNONE
500754106KHCKRAFT HEINZ CO$11,6230.00%331CommonNONE
23804L103DDOGDATADOG INC$11,6220.00%101CommonNONE
504922105LHLABCORP HOLDINGS INC$11,6220.00%52CommonNONE
902973304USBUS BANCORP DEL$11,5580.00%250CommonNONE
489398107KWKENNEDY-WILSON HOLDINGS INC$11,5170.00%1,031CommonNONE
384802104GWWGRAINGER W W INC$11,4270.00%11CommonNONE
78709Y105SAIASAIA INC$11,3690.00%26CommonNONE
835699307SONYSONY GROUP CORP$11,1060.00%115CommonNONE
086516101BBYBEST BUY INC$11,0500.00%106CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$11,0410.00%100CommonNONE
15118V207CELHCELSIUS HLDGS INC$10,9460.00%349CommonNONE
311900104FASTFASTENAL CO$10,9280.00%153CommonNONE
90384S303ULTAULTA BEAUTY INC$10,8960.00%28CommonNONE
892331307TMTOYOTA MOTOR CORP$10,8940.00%61CommonNONE
219350105GLWCORNING INC$10,8820.00%241CommonNONE
133131102CPTCAMDEN PPTY TR$10,8370.00%87CommonNONE
74386T105PFSPROVIDENT FINL SVCS INC$10,5620.00%569CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$10,4900.00%66CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$10,4160.00%59CommonNONE
001055102AFLAFLAC INC$10,3980.00%93CommonNONE
345370860FFORD MTR CO$10,3710.00%982CommonNONE
406216101HALHALLIBURTON CO$10,3420.00%356CommonNONE
697435105PANWPALO ALTO NETWORKS INC$10,2540.00%30CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$10,2270.00%19CommonNONE
889478103TOLTOLL BROTHERS INC$10,1970.00%66CommonNONE
052769106ADSKAUTODESK INC$10,1940.00%37CommonNONE
649445400FLGNEW YORK CMNTY BANCORP INC$10,1640.00%905CommonNONE
565849106MRO*MARATHON OIL CORP$10,1200.00%380CommonNONE
92556V106VTRSVIATRIS INC$10,0550.00%866CommonNONE
M3760D101ESLTELBIT SYS LTD$10,0050.00%50CommonNONE
205887102CAGCONAGRA BRANDS INC$9,9850.00%307CommonNONE
44951W106IESCIES HLDGS INC$9,9810.00%50CommonNONE
37954Y715BOTZGLOBAL X FDS$9,9670.00%310CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$9,8640.00%55CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$9,7990.00%67CommonNONE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$9,7440.00%200CommonNONE
49456B101KMIKINDER MORGAN INC DEL$9,7420.00%441CommonNONE
912909108USX1UNITED STATES STL CORP NEW$9,6810.00%274CommonNONE
59156R108METMETLIFE INC$9,6510.00%117CommonNONE
57638P104MBCMASTERBRAND INC$9,6040.00%518CommonNONE
871829107SYYSYSCO CORP$9,6020.00%123CommonNONE
754907103RYNRAYONIER INC$9,5580.00%297CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$9,5550.00%119CommonNONE
23331A109DHID R HORTON INC$9,5390.00%50CommonNONE
058498106BALLBALL CORP$9,4410.00%139CommonNONE
69318G106PBFPBF ENERGY INC$9,2850.00%300CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$9,2560.00%33CommonNONE
00766T100ACMAECOM$9,1920.00%89CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$9,1380.00%46CommonNONE
92343E102VRSNVERISIGN INC$9,1190.00%48CommonNONE
29364G103ETRENTERGY CORP NEW$9,0820.00%69CommonNONE
09662E109DSMBNY MELLON STRATEGIC MUN BD$9,0410.00%1,447CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$8,9920.00%800CommonNONE
G7496G103RNRRENAISSANCERE HLDGS LTD$8,9900.00%33CommonNONE
833034101SNASNAP ON INC$8,9820.00%31CommonNONE
626717102MURMURPHY OIL CORP$8,8070.00%261CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$8,7930.00%51CommonNONE
278642103EBAYEBAY INC.$8,7900.00%135CommonNONE
45337C102INCYINCYTE CORP$8,7260.00%132CommonNONE
78442P106SLMSLM CORP$8,7140.00%381CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$8,6940.00%56CommonNONE
26884U109EPREPR PPTYS$8,6820.00%176CommonNONE
018802108LNTALLIANT ENERGY CORP$8,6790.00%143CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$8,6430.00%150CommonNONE
14149Y108CAHCARDINAL HEALTH INC$8,6210.00%78CommonNONE
125896100CMSCMS ENERGY CORP$8,5470.00%121CommonNONE
237194105DRIDARDEN RESTAURANTS INC$8,5350.00%52CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$8,5180.00%178CommonNONE
H01301128ALCALCON AG$8,5060.00%85CommonNONE
579780206MKCMCCORMICK & CO INC$8,2300.00%100CommonNONE
116794108BRKRBRUKER CORP$8,2190.00%119CommonNONE
759530108RELXRELX PLC$8,1640.00%172CommonNONE
04621X108AIZASSURANT INC$8,1540.00%41CommonNONE
316773100FITBFIFTH THIRD BANCORP$8,1240.00%188CommonNONE
46435G102ICVTISHARES TR$8,1160.00%97CommonNONE
980745103WWDWOODWARD INC$8,0610.00%47CommonNONE
37954Y673PAVEGLOBAL X FDS$8,0270.00%195CommonNONE
256746108DLTRDOLLAR TREE INC$8,0170.00%114CommonNONE

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.