MondegarAI
Prestige Wealth Management Group LLC

Q4 2024 · 13F-HR/A

Prestige Wealth Management Group LLCholdings as filed

Filed 2026-02-20 · accession 0001772715-26-000005

$481.0M
Reported value
1,045
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1045

CUSIPTickerIssuerValue% port.SharesClassVoting
97717X669DGRWWISDOMTREE TR$52.4M10.9%646,560CommonNONE
037833100AAPLAPPLE INC$27.2M5.66%108,704CommonNONE
46435G102ICVTISHARES TR$26.7M5.55%314,261CommonNONE
46435U853USHYISHARES TR$26.7M5.54%724,597CommonNONE
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97717Y477QGRWWISDOMTREE TR$21.0M4.36%426,150CommonNONE
194162103CLCOLGATE PALMOLIVE CO$13.4M2.79%147,570CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$12.9M2.69%164,574CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$11.6M2.41%137,517CommonNONE
594918104MSFTMICROSOFT CORP$11.2M2.33%26,550CommonNONE
922908736VUGVANGUARD INDEX FDS$8.9M1.85%21,728CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$7.8M1.62%33,490CommonNONE
67066G104NVDANVIDIA CORPORATION$7.6M1.57%56,365CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$7.1M1.47%72,850CommonNONE
922908744VTVVANGUARD INDEX FDS$6.9M1.44%40,927CommonNONE
78464A821MDYGSPDR SER TR$6.9M1.43%79,042CommonNONE
02079K305GOOGLALPHABET INC$6.9M1.42%36,206CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$6.6M1.38%48,122CommonNONE
78464A839MDYVSPDR SER TR$6.4M1.33%80,029CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$5.0M1.05%209,762CommonNONE
023135106AMZNAMAZON COM INC$5.0M1.03%22,600CommonNONE
30303M102METAMETA PLATFORMS INC$4.7M0.97%7,943CommonNONE
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478160104JNJJOHNSON & JOHNSON$3.9M0.80%26,629CommonNONE
78464A300SLYVSPDR SER TR$3.7M0.77%42,683CommonNONE
78464A201SLYGSPDR SER TR$3.7M0.77%40,965CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$3.6M0.75%30,160CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.5M0.73%14,730CommonNONE
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92826C839VVISA INC$3.2M0.67%10,159CommonNONE
58933Y105MRKMERCK & CO INC$3.1M0.65%31,351CommonNONE
464288810IHIISHARES TR$2.9M0.61%50,381CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$2.9M0.60%126,478CommonNONE
30231G102XOMEXXON MOBIL CORP$2.7M0.57%25,322CommonNONE
437076102HDHOME DEPOT INC$2.6M0.54%6,686CommonNONE
931142103WMTWALMART INC$2.5M0.52%27,545CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.5M0.51%2,697CommonNONE
11135F101AVGOBROADCOM INC$2.3M0.48%9,909CommonNONE
88160R101TSLATESLA INC$2.1M0.44%5,271CommonNONE
060505104BACBANK AMERICA CORP$2.1M0.43%47,530CommonNONE
64110L106NFLXNETFLIX INC$2.0M0.42%2,250CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.0M0.41%71,039CommonNONE
72201R866MUNIPIMCO ETF TR$1.9M0.40%37,333CommonNONE
68389X105ORCLORACLE CORP$1.9M0.39%11,288CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.9M0.39%4,097CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.8M0.38%3,648CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.6M0.34%5,603CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.6M0.34%28,778CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.5M0.32%9,111CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.4M0.30%16,843CommonNONE
74340W103PLDPROLOGIS INC.$1.4M0.29%13,303CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.4M0.28%2,590CommonNONE
29444U700EQIXEQUINIX INC$1.3M0.27%1,352CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.2M0.25%24,823CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.2M0.25%6,443CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.0M0.21%27,363CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$1.0M0.21%16,031CommonNONE
95040Q104WELLWELLTOWER INC$1.0M0.21%7,999CommonNONE
921910816MGKVANGUARD WORLD FD$985,2440.20%2,869CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$950,0830.20%1,659CommonNONE
149123101CATCATERPILLAR INC$911,6690.19%2,513CommonNONE
00206R102TAT&T INC$910,4530.19%39,985CommonNONE
254687106DISDISNEY WALT CO$896,3330.19%8,014CommonNONE
G54950103LINLINDE PLC$891,3490.19%2,129CommonNONE
580135101MCDMCDONALDS CORP$832,1390.17%2,871CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$821,6960.17%20,548CommonNONE
539830109LMTLOCKHEED MARTIN CORP$806,3430.17%1,659CommonNONE
438516106HONHONEYWELL INTL INC$779,0400.16%3,449CommonNONE
253868103DLRDIGITAL RLTY TR INC$778,4550.16%4,360CommonNONE
00287Y109ABBVABBVIE INC$776,2110.16%4,368CommonNONE
654106103NKENIKE INC$734,6820.15%9,660CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$728,2770.15%4,229CommonNONE
191216100KOCOCA COLA CO$717,0180.15%11,517CommonNONE
907818108UNPUNION PAC CORP$687,4900.14%3,015CommonNONE
872590104TMUST-MOBILE US INC$685,3680.14%3,105CommonNONE
756109104OREALTY INCOME CORP$681,5850.14%12,761CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$675,5380.14%2,256CommonNONE
97717Y527USFRWISDOMTREE TR$666,1370.14%13,238CommonNONE
G29183103ETNEATON CORP PLC$665,0680.14%2,004CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$653,6690.14%3,551CommonNONE
713448108PEPPEPSICO INC$651,9940.14%4,256CommonNONE
17275R102CSCOCISCO SYS INC$649,7270.14%10,975CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$595,5810.12%1,693CommonNONE
747525103QCOMQUALCOMM INC$583,5590.12%3,799CommonNONE
464287481IWPISHARES TR$577,1670.12%4,554CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$576,5400.12%1,682CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$571,0410.12%2,916CommonNONE
22822V101CCICROWN CASTLE INC$567,0700.12%6,248CommonNONE
285512109EAELECTRONIC ARTS INC$560,7690.12%3,833CommonNONE
65339F101NEENEXTERA ENERGY INC$552,2050.11%7,703CommonNONE
12504L109CBRECBRE GROUP INC$545,1180.11%4,152CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$534,2930.11%2,697CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$532,3060.11%50,360CommonNONE
58155Q103MCKMCKESSON CORP$524,3980.11%919CommonNONE
002824100ABTABBOTT LABS$501,0680.10%4,430CommonNONE
78464A144SPBOSPDR SER TR$492,8380.10%17,208CommonNONE
548661107LOWLOWES COS INC$481,6030.10%1,951CommonNONE
78409V104SPGIS&P GLOBAL INC$477,1730.10%958CommonNONE
038222105AMATAPPLIED MATLS INC$476,8330.10%2,932CommonNONE
70202L102PSNPARSONS CORP DEL$473,7040.10%5,135CommonNONE
532457108LLYELI LILLY & CO$467,8850.10%606CommonNONE
053484101AVBAVALONBAY CMNTYS INC$454,1910.09%2,049CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$451,7930.09%3,020CommonNONE
464287614IWFISHARES TR$446,9590.09%1,113CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$442,6310.09%3,418CommonNONE
00724F101ADBEADOBE INC$440,6790.09%991CommonNONE
46284V101IRMIRON MTN INC DEL$440,2150.09%4,160CommonNONE
461202103INTUINTUIT$437,4520.09%696CommonNONE
773903109ROKROCKWELL AUTOMATION INC$432,6880.09%1,514CommonNONE
922908363VOOVANGUARD INDEX FDS$431,3110.09%800CommonNONE
78467V707ULSTSSGA ACTIVE ETF TR$426,5670.09%10,556CommonNONE
925652109VICIVICI PPTYS INC$424,5950.09%14,325CommonNONE
92537N108VRTVERTIV HOLDINGS CO$419,7890.09%3,695CommonNONE
09290D101BLKBLACKROCK INC$409,1110.09%399CommonNONE
22160N109CSGPCOSTAR GROUP INC$403,6970.08%5,639CommonNONE
H1467J104CBCHUBB LIMITED$390,0590.08%1,407CommonNONE
681919106OMCOMNICOM GROUP INC$374,6210.08%4,319CommonNONE
35137L105FOXAFOX CORP$363,4760.08%7,482CommonNONE
92276F100VTRVENTAS INC$361,4920.08%6,092CommonNONE
824348106SHWSHERWIN WILLIAMS CO$360,7130.07%1,061CommonNONE
02156V109OKLOOKLO INC$359,9130.07%16,953CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$359,7340.07%12,982CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$359,5210.07%1,584CommonNONE
921910840MGVVANGUARD WORLD FD$352,4970.07%2,822CommonNONE
13321L108CCJCAMECO CORP$348,9900.07%6,791CommonNONE
863667101SYKSTRYKER CORPORATION$345,4050.07%957CommonNONE
G5960L103MDTMEDTRONIC PLC$343,6840.07%4,265CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$339,3280.07%1,665CommonNONE
29476L107EQREQUITY RESIDENTIAL$336,2690.07%4,686CommonNONE
452308109ITWILLINOIS TOOL WKS INC$331,0580.07%1,298CommonNONE
882508104TXNTEXAS INSTRS INC$327,1550.07%1,745CommonNONE
922908769VTIVANGUARD INDEX FDS$326,3710.07%1,126CommonNONE
235851102DHRDANAHER CORPORATION$322,2050.07%1,402CommonNONE
009158106APDAIR PRODS & CHEMS INC$321,1810.07%1,107CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$306,6390.06%10,893CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$306,3580.06%1,442CommonNONE
92204A884VOXVANGUARD WORLD FD$304,8070.06%1,967CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$298,6970.06%11,457CommonNONE
12572Q105CMECME GROUP INC$292,8150.06%1,230CommonNONE
032654105ADIANALOG DEVICES INC$290,0570.06%1,365CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$277,0550.06%1,437CommonNONE
94106L109WMWASTE MGMT INC DEL$266,4620.06%1,320CommonNONE
75513E101RTXRTX CORPORATION$264,5370.05%2,286CommonNONE
031162100AMGNAMGEN INC$258,1410.05%990CommonNONE
46187W107INVHINVITATION HOMES INC$256,8740.05%7,963CommonNONE
464287622IWBISHARES TR$250,9630.05%779CommonNONE
02079K107GOOGALPHABET INC$246,4390.05%1,294CommonNONE
482480100KLACKLA CORP$245,7640.05%390CommonNONE
31428X106FDXFEDEX CORP$242,8050.05%859CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$235,7060.05%8,412CommonNONE
921937819BIVVANGUARD BD INDEX FDS$230,0940.05%3,079CommonNONE
916896103UECURANIUM ENERGY CORP$229,2330.05%34,265CommonNONE
717081103PFEPFIZER INC$228,9550.05%8,630CommonNONE
65249B109NWSANEWS CORP NEW$222,6620.05%8,085CommonNONE
032095101APHAMPHENOL CORP NEW$216,1380.04%3,105CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$210,7020.04%1,414CommonNONE
036752103ELVELEVANCE HEALTH INC$207,7130.04%563CommonNONE
518439104ELLAUDER ESTEE COS INC$202,4460.04%2,700CALLNONE
025816109AXPAMERICAN EXPRESS CO$202,4120.04%682CommonNONE
78464A805SPTMSPDR SER TR$191,1560.04%2,676CommonNONE
57667L107MTCHMATCH GROUP INC NEW$189,2280.04%5,785CommonNONE
097023105BABOEING CO$180,8940.04%1,022CommonNONE
609207105MDLZMONDELEZ INTL INC$175,8980.04%2,922CommonNONE
911363109URIUNITED RENTALS INC$169,0670.04%240CommonNONE
464288588MBBISHARES TR$160,4400.03%1,750CommonNONE
35473P462DVALFRANKLIN TEMPLETON ETF TR$156,7620.03%11,612CommonNONE
72201R833MINTPIMCO ETF TR$153,0250.03%1,519CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$149,8470.03%6,304CommonNONE
58733R102MELIMERCADOLIBRE INC$149,6390.03%88CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$147,3190.03%3,740CommonNONE
78464A540XTLSPDR SER TR$147,2880.03%1,376CommonNONE
97717Y410USINWISDOMTREE TR$146,2500.03%3,000CommonNONE
064058100BKBANK NEW YORK MELLON CORP$141,9060.03%1,847CommonNONE
464287473IWSISHARES TR$141,4270.03%1,093CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$138,6970.03%6,110CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$136,5650.03%291CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$135,8790.03%3,341CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$135,3450.03%605CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$134,1270.03%12,762CommonNONE
464287689IWVISHARES TR$134,1060.03%401CommonNONE
125523100CITHE CIGNA GROUP$133,3770.03%483CommonNONE
12514G108CDWCDW CORP$132,6190.03%762CommonNONE
744320102PRUPRUDENTIAL FINL INC$128,7250.03%1,086CommonNONE
172967424CCITIGROUP INC$127,8300.03%1,816CommonNONE
743315103PGRPROGRESSIVE CORP$125,3270.03%523CommonNONE
46090E103QQQINVESCO QQQ TR$123,2070.03%241CommonNONE
78468R804LGLVSPDR SER TR$121,4300.03%735CommonNONE
40412C101HCAHCA HEALTHCARE INC$119,4610.02%398CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$116,0280.02%4,047CommonNONE
42809H107HESHESS CORP$115,4530.02%868CommonNONE
949746101WMT2WELLS FARGO CO NEW$112,6660.02%1,604CommonNONE
571903202MARMARRIOTT INTL INC NEW$111,5770.02%400CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$108,8540.02%235CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$108,5590.02%185CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$108,3780.02%493CommonNONE
166764100CVXCHEVRON CORP NEW$107,4720.02%742CommonNONE
636180101NFGNATIONAL FUEL GAS CO$104,0320.02%1,700CommonNONE
464288802SUSAISHARES TR$103,8380.02%854CommonNONE
375558103GILDGILEAD SCIENCES INC$103,5480.02%1,121CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$102,8810.02%493CommonNONE
21036P108STZCONSTELLATION BRANDS INC$102,3230.02%463CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$101,9690.02%3,732CommonNONE
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79466L302CRMSALESFORCE INC$97,7420.02%292CommonNONE
883203101TXTTEXTRON INC$95,7910.02%1,252CommonNONE
816851109SRESEMPRA$91,1680.02%1,032CommonNONE
20825C104COPCONOCOPHILLIPS$90,6430.02%914CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$88,8430.02%396CommonNONE
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37045V100GMGENERAL MTRS CO$85,0190.02%1,596CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$83,9500.02%695CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$82,9370.02%2,721CommonNONE
872540109TJXTJX COS INC NEW$82,8760.02%686CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$80,6530.02%447CommonNONE
026874784AIGAMERICAN INTL GROUP INC$80,2990.02%1,103CommonNONE
291011104EMREMERSON ELEC CO$79,3160.02%640CommonNONE
05464C101AXONAXON ENTERPRISE INC$77,8570.02%131CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$77,8090.02%323CommonNONE
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126650100CVSCVS HEALTH CORP$73,6660.02%1,641CommonNONE
37954Y442CLOUGLOBAL X FDS$73,1020.02%3,051CommonNONE
494368103KMBKIMBERLY-CLARK CORP$72,3470.02%547CommonNONE
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V7780T103RCLROYAL CARIBBEAN GROUP$71,2120.01%308CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$70,8050.01%136CommonNONE
98419M100XYLXYLEM INC$69,6120.01%600CommonNONE
117043109BCBRUNSWICK CORP$68,3670.01%1,057CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$68,1500.01%2,940CommonNONE
464287598IWDISHARES TR$66,8320.01%361CommonNONE
36828A101GEVGE VERNOVA INC$66,4580.01%202CommonNONE
855244109SBUXSTARBUCKS CORP$66,2480.01%726CommonNONE
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460146103IPINTERNATIONAL PAPER CO$65,7690.01%1,222CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$63,1500.01%707CommonNONE
30161N101EXCEXELON CORP$60,2970.01%1,602CommonNONE
87612E106TGTTARGET CORP$60,0210.01%444CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$59,7080.01%873CommonNONE
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24703L202DELLDELL TECHNOLOGIES INC$59,2340.01%514CommonNONE
617446448MSMORGAN STANLEY$59,0890.01%470CommonNONE
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69608A108PLTRPALANTIR TECHNOLOGIES INC$55,7410.01%737CommonNONE
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760759100RSGREPUBLIC SVCS INC$54,3190.01%270CommonNONE
143658300CCL1EURCARNIVAL CORP$54,1430.01%2,173CommonNONE
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88579Y101MMM3M CO$52,4120.01%406CommonNONE
655844108NSCNORFOLK SOUTHN CORP$52,3390.01%223CommonNONE
500754106KHCKRAFT HEINZ CO$52,2070.01%1,700CommonNONE
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501044101KRKROGER CO$35,4060.01%579CommonNONE
674599105OXYOCCIDENTAL PETE CORP$35,3380.01%712CommonNONE
701094104PHPARKER-HANNIFIN CORP$35,0630.01%55CommonNONE
56585A102MPCMARATHON PETE CORP$35,0150.01%251CommonNONE
922908512VOEVANGUARD INDEX FDS$33,9720.01%210CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$33,3070.01%420CommonNONE
828359109SAMGSILVERCREST ASSET MGMT GROUP$33,1020.01%1,800CommonNONE
704326107PAYXPAYCHEX INC$33,0930.01%236CommonNONE
670100205NVONOVO-NORDISK A S$32,6020.01%379CommonNONE
M3760D101ESLTELBIT SYS LTD$32,2590.01%125CommonNONE
464288760ITAISHARES TR$31,9770.01%220CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$31,7650.01%71CommonNONE
244199105DEDEERE & CO$31,0500.01%73CommonNONE
55261F104MTBM & T BK CORP$30,6470.01%163CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$29,8210.01%322CommonNONE
29357K103ENVAENOVA INTL INC$29,7230.01%310CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$29,6450.01%25CommonNONE
78464A854SPYMSPDR SER TR$29,5760.01%429CommonNONE
N3167Y103RACEFERRARI N V$29,3140.01%69CommonNONE
78464A581XHESPDR SER TR$29,1200.01%329CommonNONE
464287556IBBISHARES TR$28,9540.01%219CommonNONE
03831W108APPAPPLOVIN CORP$28,1740.01%87CommonNONE
78468R671FITESPDR SER TR$28,1320.01%420CommonNONE
126408103CSXCSX CORP$27,3020.01%846CommonNONE
N07059210ASMLASML HOLDING N V$27,0310.01%39CommonNONE
90384S303ULTAULTA BEAUTY INC$26,9670.01%62CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$26,7060.01%127CommonNONE
64081V109NRDYNERDY INC$25,9200.01%16,000CommonNONE
88033G407THCTENET HEALTHCARE CORP$25,8780.01%205CommonNONE
682189105ONON SEMICONDUCTOR CORP$25,8520.01%410CommonNONE
595112103MUMICRON TECHNOLOGY INC$25,4520.01%302CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$25,3200.01%235CommonNONE
89832Q109TFCTRUIST FINL CORP$25,1180.01%579CommonNONE
03073E105CORCENCORA INC$24,7160.01%110CommonNONE
42226K105HRHEALTHCARE RLTY TR$24,5950.01%1,451CommonNONE
770700102HOODROBINHOOD MKTS INC$24,2190.01%650CommonNONE
78463V107GLDSPDR GOLD TR$24,2130.01%100CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$24,1350.01%326CommonNONE
22052L104CTVACORTEVA INC$23,9240.00%420CommonNONE
053611109AVYAVERY DENNISON CORP$23,5790.00%126CommonNONE
G3643J108FLUTFLUTTER ENTMT PLC$23,2610.00%90CommonNONE
97717Y543WTAIWISDOMTREE TR$23,1000.00%1,050CommonNONE
74624M102PPURE STORAGE INC$23,0370.00%375CommonNONE
053332102AZOAUTOZONE INC$22,4140.00%7CommonNONE
458140100INTCINTEL CORP$21,9950.00%1,097CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$21,9040.00%229CommonNONE
776696106ROPROPER TECHNOLOGIES INC$21,8340.00%42CommonNONE
803054204SAPSAP SE$21,4210.00%87CommonNONE
498894104KNFKNIFE RIVER CORP$21,3450.00%210CommonNONE
031100100AMEAMETEK INC$21,2710.00%118CommonNONE
78464A870XBISPDR SER TR$21,2550.00%236CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$21,1540.00%177CommonNONE
172062101CINFCINCINNATI FINL CORP$20,8100.00%144CommonNONE
629377508NRGNRG ENERGY INC$20,2100.00%224CommonNONE
084423102WRBBERKLEY W R CORP$19,9560.00%341CommonNONE
02209S103MOALTRIA GROUP INC$19,9390.00%374CommonNONE
29273V100ETENERGY TRANSFER L P$19,9240.00%1,017CommonNONE
26614N102DDDUPONT DE NEMOURS INC$19,6730.00%258CommonNONE
842587107SOSOUTHERN CO$19,5930.00%238CommonNONE
922908538VOTVANGUARD INDEX FDS$19,5390.00%77CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$19,4200.00%154CommonNONE
G87052109TELTE CONNECTIVITY PLC$19,4100.00%136CommonNONE
941848103WATWATERS CORP$19,2910.00%52CommonNONE
778296103ROSTROSS STORES INC$19,2120.00%127CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$18,8820.00%879CommonNONE
94419L101WWAYFAIR INC$18,8810.00%426CommonNONE
369604301GEGE AEROSPACE$18,3790.00%110CommonNONE
68989M202OUSTOUSTER INC$18,3300.00%1,500CommonNONE
902494103TSNTYSON FOODS INC$18,2090.00%317CommonNONE
512807306LRCXLAM RESEARCH CORP$18,1160.00%250CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$18,0990.00%49CommonNONE
46131J103VKQINVESCO MUNICIPAL TRUST$18,0800.00%1,843CommonNONE
23804L103DDOGDATADOG INC$18,0050.00%126CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$17,9380.00%331CommonNONE
303250104FICOFAIR ISAAC CORP$17,9190.00%9CommonNONE
345370860FFORD MTR CO$17,9000.00%1,808CommonNONE
16411R208LNGCHENIERE ENERGY INC$17,6200.00%82CommonNONE
444859102HUMHUMANA INC$17,5680.00%69CommonNONE
34959J108FTVFORTIVE CORP$17,5500.00%234CommonNONE
518439104ELLAUDER ESTEE COS INC$17,3960.00%232CommonNONE
754730109RJFRAYMOND JAMES FINL INC$17,2420.00%111CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$17,1210.00%155CommonNONE
03076C106AMPAMERIPRISE FINL INC$17,0390.00%32CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$17,0110.00%624CommonNONE
487836108KKELLANOVA$16,7620.00%207CommonNONE
94106B101WCNWASTE CONNECTIONS INC$16,6440.00%97CommonNONE
34959E109FTNTFORTINET INC$16,6300.00%176CommonNONE
465741106ITRIITRON INC$16,2870.00%150CommonNONE
737630103PCHPOTLATCHDELTIC CORPORATION$16,2500.00%414CommonNONE
98980G102ZSZSCALER INC$16,2370.00%90CommonNONE
988498101YUMYUM BRANDS INC$15,9660.00%119CommonNONE
29084Q100EMEEMCOR GROUP INC$15,8870.00%35CommonNONE
142339100CSLCARLISLE COS INC$15,8610.00%43CommonNONE
46428Q109SLVISHARES SILVER TR$15,7980.00%600CommonNONE
95082P105WCCWESCO INTL INC$15,7760.00%87CommonNONE
958102105WDCWESTERN DIGITAL CORP$15,6240.00%262CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$15,5870.00%169CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$15,3930.00%147CommonNONE
892356106TSCOTRACTOR SUPPLY CO$15,3890.00%290CommonNONE
806857108SLBSCHLUMBERGER LTD$15,3360.00%400CommonNONE
46429B697USMVISHARES TR$15,2720.00%172CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$15,1220.00%302CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$15,0560.00%44CommonNONE
370334104GISGENERAL MLS INC$15,0500.00%236CommonNONE
G81276100SIGSIGNET JEWELERS LIMITED$14,9320.00%185CommonNONE
69351T106PPLPPL CORP$14,7560.00%451CommonNONE
969457100WMBWILLIAMS COS INC$14,7210.00%272CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$14,6400.00%225CommonNONE
013872106AAALCOA CORP$14,3950.00%381CommonNONE
G4809J106IGICINTL GNRL INSURANCE HLDNGS L$14,2560.00%600CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$14,2270.00%185CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$13,9440.00%800CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$13,7090.00%360CommonNONE
227046109CROXCROCS INC$13,5820.00%124CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$13,5750.00%427CommonNONE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$13,4700.00%395CommonNONE
78440X887SLGSL GREEN RLTY CORP$13,4490.00%198CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$13,4460.00%127CommonNONE
075887109BDXBECTON DICKINSON & CO$13,3860.00%59CommonNONE
427866108HSYHERSHEY CO$13,2100.00%78CommonNONE
92204A504VHTVANGUARD WORLD FD$13,1920.00%52CommonNONE
670346105NUENUCOR CORP$13,1340.00%112CommonNONE
513272104LWLAMB WESTON HLDGS INC$13,1000.00%196CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$13,0210.00%344CommonNONE
891160509TDTORONTO DOMINION BK ONT$12,9910.00%244CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$12,7070.00%100CommonNONE
49456B101KMIKINDER MORGAN INC DEL$12,6330.00%461CommonNONE
780259305SHELSHELL PLC$12,5300.00%200CommonNONE
056752108BIDUBAIDU INC$12,4780.00%148CommonNONE
88162G103TTEKTETRA TECH INC NEW$12,3510.00%310CommonNONE
835699307SONYSONY GROUP CORP$12,1670.00%575CommonNONE
880770102TERTERADYNE INC$12,0890.00%96CommonNONE
902973304USBUS BANCORP DEL$12,0830.00%250CommonNONE
833445109SNOWSNOWFLAKE INC$12,0450.00%78CommonNONE
892331307TMTOYOTA MOTOR CORP$11,8720.00%61CommonNONE
372460105GPCGENUINE PARTS CO$11,7760.00%100CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$11,7500.00%55CommonNONE
278865100ECLECOLAB INC$11,7490.00%50CommonNONE
384802104GWWGRAINGER W W INC$11,5950.00%11CommonNONE
046353108AZNNASTRAZENECA PLC$11,5320.00%176CommonNONE
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$11,5010.00%1,234CommonNONE
368736104GNRCGENERAC HLDGS INC$11,4750.00%74CommonNONE
219350105GLWCORNING INC$11,4530.00%241CommonNONE
292102100ESBAEMPIRE ST RLTY OP L P$11,4350.00%1,123CommonNONE
96924N100WLDNWILLDAN GROUP INC$11,4270.00%300CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$11,3440.00%139CommonNONE
808513105SCHWSCHWAB CHARLES CORP$11,3240.00%153CommonNONE
504922105LHLABCORP HOLDINGS INC$11,0080.00%48CommonNONE
311900104FASTFASTENAL CO$11,0030.00%153CommonNONE
052769106ADSKAUTODESK INC$10,9370.00%37CommonNONE
697435105PANWPALO ALTO NETWORKS INC$10,9180.00%60CommonNONE
25243Q205DEODIAGEO PLC$10,8070.00%85CommonNONE
92556V106VTRSVIATRIS INC$10,7960.00%867CommonNONE
74386T105PFSPROVIDENT FINL SVCS INC$10,7380.00%569CommonNONE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$10,6240.00%200CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$10,6020.00%66CommonNONE
833034101SNASNAP ON INC$10,5240.00%31CommonNONE
78442P106SLMSLM CORP$10,5080.00%381CommonNONE
29364G103ETRENTERGY CORP NEW$10,4640.00%138CommonNONE
489398107KWKENNEDY-WILSON HOLDINGS INC$10,4240.00%1,031CommonNONE
59156R108METMETLIFE INC$10,3990.00%127CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$10,3430.00%59CommonNONE
133131102CPTCAMDEN PPTY TR$10,1860.00%87CommonNONE
44951W106IESCIES HLDGS INC$10,0480.00%50CommonNONE
15118V207CELHCELSIUS HLDGS INC$9,9570.00%378CommonNONE
92343E102VRSNVERISIGN INC$9,9350.00%48CommonNONE
37954Y715BOTZGLOBAL X FDS$9,9050.00%310CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$9,8140.00%19CommonNONE
878742204TECKTECK RESOURCES LTD$9,7280.00%240CommonNONE
237194105DRIDARDEN RESTAURANTS INC$9,7080.00%52CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$9,6820.00%55CommonNONE
406216101HALHALLIBURTON CO$9,6800.00%356CommonNONE
001055102AFLAFLAC INC$9,6200.00%93CommonNONE
00766T100ACMAECOM$9,5070.00%89CommonNONE
19247G107COHRCOHERENT CORP$9,4730.00%100CommonNONE
68373M107OPRAOPERA LTD$9,4700.00%500CommonNONE
871829107SYYSYSCO CORP$9,4050.00%123CommonNONE
45337C102INCYINCYTE CORP$9,3950.00%136CommonNONE
912909108USX1UNITED STATES STL CORP NEW$9,3140.00%274CommonNONE
14149Y108CAHCARDINAL HEALTH INC$9,2260.00%78CommonNONE
086516101BBYBEST BUY INC$9,1950.00%106CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$9,1510.00%51CommonNONE
35137L204FOXFOX CORP$9,0570.00%198CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$9,0450.00%150CommonNONE
04621X108AIZASSURANT INC$8,7430.00%41CommonNONE
784117103SEICSEI INVTS CO$8,7120.00%105CommonNONE
63001N106NATLNCR ATLEOS CORPORATION$8,5820.00%253CommonNONE
256746108DLTRDOLLAR TREE INC$8,5440.00%114CommonNONE
205887102CAGCONAGRA BRANDS INC$8,5200.00%307CommonNONE
852234103XYZBLOCK INC$8,4990.00%100CommonNONE
26884L109EQTEQT CORP$8,4850.00%184CommonNONE
018802108LNTALLIANT ENERGY CORP$8,4580.00%143CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$8,4490.00%56CommonNONE
649445400FLGFLAGSTAR FINANCIAL INC$8,4440.00%905CommonNONE
03662Q105AKXANSYS INC$8,4340.00%25CommonNONE
09662E109DSMBNY MELLON STRATEGIC MUN BD$8,4080.00%1,447CommonNONE
278642103EBAYEBAY INC.$8,3640.00%135CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$8,3410.00%67CommonNONE
889478103TOLTOLL BROTHERS INC$8,3130.00%66CommonNONE
896818101TG7TRIUMPH GROUP INC NEW$8,3040.00%445CommonNONE
76118Y104REZIRESIDEO TECHNOLOGIES INC$8,2990.00%360CommonNONE
754907103RYNRAYONIER INC$8,2870.00%297CommonNONE
G7496G103RNRRENAISSANCERE HLDGS LTD$8,2110.00%33CommonNONE

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.