MondegarAI
Prestige Wealth Management Group LLC

Q1 2025 · 13F-HR/A

Prestige Wealth Management Group LLCholdings as filed

Filed 2026-02-20 · accession 0001772715-26-000006

$467.9M
Reported value
1,011
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1011

CUSIPTickerIssuerValue% port.SharesClassVoting
97717X669DGRWWISDOMTREE TR$50.4M10.8%631,445CommonNONE
921937835BNDVANGUARD BD INDEX FDS$28.6M6.11%389,300CommonNONE
97717X511AGGYWISDOMTREE TR$28.4M6.07%653,516CommonNONE
46435U853USHYISHARES TR$27.9M5.96%757,203CommonNONE
46435G102ICVTISHARES TR$26.7M5.70%318,815CommonNONE
037833100AAPLAPPLE INC$24.0M5.13%108,119CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$21.6M4.62%147,880CommonNONE
97717Y477QGRWWISDOMTREE TR$16.8M3.59%383,025CommonNONE
194162103CLCOLGATE PALMOLIVE CO$13.8M2.96%147,639CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$13.3M2.85%163,175CommonNONE
594918104MSFTMICROSOFT CORP$9.3M1.99%24,825CommonNONE
922908744VTVVANGUARD INDEX FDS$8.7M1.87%50,606CommonNONE
78464A839MDYVSPDR SER TR$7.5M1.60%97,057CommonNONE
922908736VUGVANGUARD INDEX FDS$6.8M1.45%18,252CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$6.6M1.41%275,461CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$6.5M1.39%67,300CommonNONE
67066G104NVDANVIDIA CORPORATION$5.9M1.25%53,973CommonNONE
02079K305GOOGLALPHABET INC$5.7M1.22%36,783CommonNONE
78464A821MDYGSPDR SER TR$5.6M1.20%70,904CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$5.6M1.19%27,071CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$5.0M1.06%98,387CommonNONE
478160104JNJJOHNSON & JOHNSON$4.8M1.02%28,793CommonNONE
30303M102METAMETA PLATFORMS INC$4.4M0.93%7,578CommonNONE
023135106AMZNAMAZON COM INC$4.1M0.87%21,383CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.6M0.77%14,716CommonNONE
92826C839VVISA INC$3.6M0.77%10,234CommonNONE
464288810IHIISHARES TR$3.6M0.76%59,107CommonNONE
58933Y105MRKMERCK & CO INC$2.9M0.62%31,838CommonNONE
78464A201SLYGSPDR SER TR$2.9M0.61%34,365CommonNONE
30231G102XOMEXXON MOBIL CORP$2.8M0.60%23,792CommonNONE
78464A300SLYVSPDR SER TR$2.8M0.60%35,813CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.5M0.54%2,683CommonNONE
931142103WMTWALMART INC$2.5M0.53%28,106CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$2.3M0.48%105,318CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$2.2M0.48%21,882CommonNONE
64110L106NFLXNETFLIX INC$2.2M0.48%2,393CommonNONE
437076102HDHOME DEPOT INC$2.2M0.47%6,020CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.2M0.47%4,089CommonNONE
11135F101AVGOBROADCOM INC$2.1M0.45%12,714CommonNONE
060505104BACBANK AMERICA CORP$2.0M0.42%47,251CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.9M0.41%3,664CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.7M0.37%5,627CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.7M0.37%28,285CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.7M0.35%66,272CommonNONE
68389X105ORCLORACLE CORP$1.6M0.34%11,324CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.6M0.33%9,178CommonNONE
74340W103PLDPROLOGIS INC.$1.5M0.32%13,568CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.4M0.31%2,635CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.4M0.31%6,593CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.4M0.30%16,849CommonNONE
88160R101TSLATESLA INC$1.3M0.27%4,931CommonNONE
95040Q104WELLWELLTOWER INC$1.3M0.27%8,296CommonNONE
72201R866MUNIPIMCO ETF TR$1.2M0.26%23,771CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.2M0.26%24,172CommonNONE
00206R102TAT&T INC$1.2M0.25%40,727CommonNONE
29444U700EQIXEQUINIX INC$1.2M0.25%1,411CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.1M0.24%22,250CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.1M0.23%29,042CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.22%22,609CommonNONE
G54950103LINLINDE PLC$1.0M0.22%2,182CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$942,3390.20%15,581CommonNONE
00287Y109ABBVABBVIE INC$935,9640.20%4,467CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$905,3110.19%1,657CommonNONE
580135101MCDMCDONALDS CORP$901,6740.19%2,887CommonNONE
191216100KOCOCA COLA CO$844,8140.18%11,713CommonNONE
149123101CATCATERPILLAR INC$831,8110.18%2,522CommonNONE
921910816MGKVANGUARD WORLD FD$791,3510.17%2,562CommonNONE
872590104TMUST-MOBILE US INC$789,9960.17%2,962CommonNONE
756109104OREALTY INCOME CORP$754,5370.16%13,007CommonNONE
438516106HONHONEYWELL INTL INC$745,1060.16%3,519CommonNONE
539830109LMTLOCKHEED MARTIN CORP$744,3820.16%1,666CommonNONE
907818108UNPUNION PAC CORP$725,2130.16%3,070CommonNONE
254687106DISDISNEY WALT CO$718,6500.15%7,281CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$716,4700.15%4,314CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$694,3530.15%2,320CommonNONE
17275R102CSCOCISCO SYS INC$689,3170.15%11,170CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$672,7350.14%3,246CommonNONE
97717Y527USFRWISDOMTREE TR$661,2360.14%13,138CommonNONE
22822V101CCICROWN CASTLE INC$660,4020.14%6,336CommonNONE
713448108PEPPEPSICO INC$652,6570.14%4,353CommonNONE
253868103DLRDIGITAL RLTY TR INC$644,2330.14%4,496CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$624,6600.13%1,695CommonNONE
58155Q103MCKMCKESSON CORP$594,8730.13%883CommonNONE
002824100ABTABBOTT LABS$593,8680.13%4,477CommonNONE
747525103QCOMQUALCOMM INC$564,4790.12%3,675CommonNONE
65339F101NEENEXTERA ENERGY INC$556,0510.12%7,844CommonNONE
12504L109CBRECBRE GROUP INC$554,5090.12%4,240CommonNONE
285512109EAELECTRONIC ARTS INC$547,7310.12%3,790CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$543,6260.12%50,664CommonNONE
92537N108VRTVERTIV HOLDINGS CO$540,4170.12%7,485CommonNONE
G29183103ETNEATON CORP PLC$533,3310.11%1,962CommonNONE
009158106APDAIR PRODS & CHEMS INC$532,7380.11%1,806CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$525,4760.11%1,684CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$520,6700.11%2,684CommonNONE
78464A144SPBOSPDR SER TR$499,5490.11%17,208CommonNONE
78409V104SPGIS&P GLOBAL INC$498,0020.11%980CommonNONE
464287481IWPISHARES TR$489,5320.10%4,167CommonNONE
925652109VICIVICI PPTYS INC$475,0130.10%14,562CommonNONE
532457108LLYELI LILLY & CO$463,3360.10%561CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$461,6560.10%3,109CommonNONE
548661107LOWLOWES COS INC$457,4600.10%1,961CommonNONE
22160N109CSGPCOSTAR GROUP INC$454,9400.10%5,742CommonNONE
053484101AVBAVALONBAY CMNTYS INC$452,8520.10%2,093CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$446,9770.10%3,423CommonNONE
78467V707ULSTSSGA ACTIVE ETF TR$432,2630.09%10,634CommonNONE
92276F100VTRVENTAS INC$431,1940.09%6,271CommonNONE
461202103INTUINTUIT$429,8110.09%700CommonNONE
H1467J104CBCHUBB LIMITED$428,6430.09%1,415CommonNONE
038222105AMATAPPLIED MATLS INC$424,9130.09%2,928CommonNONE
922908363VOOVANGUARD INDEX FDS$411,9790.09%802CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$408,6840.09%2,452CommonNONE
35137L105FOXAFOX CORP$399,1440.09%7,052CommonNONE
G5960L103MDTMEDTRONIC PLC$394,0570.08%4,351CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$385,4510.08%1,584CommonNONE
09290D101BLKBLACKROCK INC$384,3620.08%406CommonNONE
824348106SHWSHERWIN WILLIAMS CO$379,6200.08%1,087CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$373,1380.08%1,696CommonNONE
46284V101IRMIRON MTN INC DEL$366,7900.08%4,263CommonNONE
921910840MGVVANGUARD WORLD FD$363,5870.08%2,822CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$361,7250.08%1,794CommonNONE
863667101SYKSTRYKER CORPORATION$361,5650.08%969CommonNONE
681919106OMCOMNICOM GROUP INC$357,0010.08%4,270CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$356,8460.08%1,462CommonNONE
92204A504VHTVANGUARD WORLD FD$356,5920.08%1,347CommonNONE
29476L107EQREQUITY RESIDENTIAL$343,9340.07%4,759CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$336,7800.07%11,502CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$331,8780.07%12,667CommonNONE
12572Q105CMECME GROUP INC$331,4730.07%1,249CommonNONE
452308109ITWILLINOIS TOOL WKS INC$330,1090.07%1,323CommonNONE
031162100AMGNAMGEN INC$316,7050.07%1,017CommonNONE
94106L109WMWASTE MGMT INC DEL$315,5590.07%1,363CommonNONE
882508104TXNTEXAS INSTRS INC$310,6610.07%1,729CommonNONE
922908769VTIVANGUARD INDEX FDS$310,3610.07%1,129CommonNONE
464287614IWFISHARES TR$305,8440.07%847CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$304,5400.07%11,457CommonNONE
70202L102PSNPARSONS CORP DEL$304,0440.06%5,135CommonNONE
297178105ESSESSEX PPTY TR INC$301,7220.06%976CommonNONE
75513E101RTXRTX CORPORATION$298,9640.06%2,257CommonNONE
235851102DHRDANAHER CORPORATION$296,8920.06%1,446CommonNONE
65249B109NWSANEWS CORP NEW$285,6260.06%10,455CommonNONE
032654105ADIANALOG DEVICES INC$280,5730.06%1,391CommonNONE
92204A884VOXVANGUARD WORLD FD$274,2250.06%1,848CommonNONE
482480100KLACKLA CORP$271,2610.06%399CommonNONE
13321L108CCJCAMECO CORP$270,2980.06%6,567CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$257,9700.06%1,468CommonNONE
036752103ELVELEVANCE HEALTH INC$253,6110.05%583CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$250,1250.05%1,450CommonNONE
654106103NKENIKE INC$228,7080.05%3,580CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$222,5500.05%8,194CommonNONE
032095101APHAMPHENOL CORP NEW$212,7830.05%3,236CommonNONE
717081103PFEPFIZER INC$212,1480.05%8,372CommonNONE
609207105MDLZMONDELEZ INTL INC$204,3500.04%2,991CommonNONE
921937819BIVVANGUARD BD INDEX FDS$203,9060.04%2,663CommonNONE
26614N102DDDUPONT DE NEMOURS INC$202,3090.04%2,709CommonNONE
02079K107GOOGALPHABET INC$198,4220.04%1,270CommonNONE
464287622IWBISHARES TR$191,7130.04%625CommonNONE
025816109AXPAMERICAN EXPRESS CO$183,4930.04%682CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$178,1940.04%7,694CommonNONE
78464A805SPTMSPDR SER TR$169,9660.04%2,499CommonNONE
57667L107MTCHMATCH GROUP INC NEW$169,2600.04%5,425CommonNONE
916896103UECURANIUM ENERGY CORP$168,5860.04%35,269CommonNONE
464288588MBBISHARES TR$164,1150.04%1,750CommonNONE
097023105BABOEING CO$160,6590.03%942CommonNONE
125523100CITHE CIGNA GROUP$160,5520.03%488CommonNONE
35473P462DVALFRANKLIN TEMPLETON ETF TR$157,0370.03%11,612CommonNONE
064058100BKBANK NEW YORK MELLON CORP$154,9090.03%1,847CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$153,4140.03%12,772CommonNONE
72201R833MINTPIMCO ETF TR$152,8420.03%1,519CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$150,9120.03%3,606CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$150,6850.03%3,740CommonNONE
911363109URIUNITED RENTALS INC$150,4090.03%240CommonNONE
97717Y410USINWISDOMTREE TR$150,1460.03%3,000CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$148,9960.03%291CommonNONE
02156V109OKLOOKLO INC$148,0580.03%6,845CommonNONE
42809H107HESHESS CORP$138,6460.03%868CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$138,5620.03%6,304CommonNONE
464287473IWSISHARES TR$137,7420.03%1,093CommonNONE
40412C101HCAHCA HEALTHCARE INC$137,5300.03%398CommonNONE
636180101NFGNATIONAL FUEL GAS CO$135,4990.03%1,700CommonNONE
172967424CCITIGROUP INC$128,9190.03%1,816CommonNONE
78468R804LGLVSPDR SER TR$127,9200.03%735CommonNONE
464287689IWVISHARES TR$127,7720.03%402CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$127,3670.03%227CommonNONE
375558103GILDGILEAD SCIENCES INC$125,6090.03%1,121CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$123,6360.03%4,047CommonNONE
166764100CVXCHEVRON CORP NEW$123,1260.03%736CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$122,5910.03%493CommonNONE
12514G108CDWCDW CORP$122,1190.03%762CommonNONE
744320102PRUPRUDENTIAL FINL INC$121,2860.03%1,086CommonNONE
949746101WMT2WELLS FARGO CO NEW$115,1520.02%1,604CommonNONE
46090E103QQQINVESCO QQQ TR$113,1830.02%241CommonNONE
78464A540XTLSPDR SER TR$111,2450.02%1,113CommonNONE
126650100CVSCVS HEALTH CORP$109,6200.02%1,618CommonNONE
743315103PGRPROGRESSIVE CORP$108,1110.02%382CommonNONE
92939U106WECWEC ENERGY GROUP INC$106,0380.02%973CommonNONE
026874784AIGAMERICAN INTL GROUP INC$104,5900.02%1,203CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$104,3570.02%3,732CommonNONE
88023B103TEMTEMPUS AI INC$101,3040.02%2,100CommonNONE
723484101PNWPINNACLE WEST CAP CORP$98,5850.02%1,035CommonNONE
20825C104COPCONOCOPHILLIPS$95,6740.02%911CommonNONE
571903202MARMARRIOTT INTL INC NEW$95,2810.02%400CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$94,5030.02%2,760CommonNONE
570535104MKLMARKEL GROUP INC$93,4810.02%50CommonNONE
78464A409SPYGSPDR SER TR$92,6670.02%1,153CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$92,1700.02%210CommonNONE
883203101TXTTEXTRON INC$88,9650.02%1,231CommonNONE
256677105DGDOLLAR GEN CORP NEW$87,9300.02%1,000CALLNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$85,3280.02%316CommonNONE
872540109TJXTJX COS INC NEW$83,5550.02%686CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$82,5120.02%312CommonNONE
464288802SUSAISHARES TR$78,8010.02%686CommonNONE
494368103KMBKIMBERLY-CLARK CORP$78,4850.02%547CommonNONE
79466L302CRMSALESFORCE INC$78,3620.02%292CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$78,1950.02%396CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$77,1950.02%404CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$75,5110.02%1,609CommonNONE
37045V100GMGENERAL MTRS CO$75,0600.02%1,596CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$74,7880.02%447CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$74,5500.02%600CommonNONE
816851109SRESEMPRA$74,3100.02%1,032CommonNONE
58733R102MELIMERCADOLIBRE INC$74,1340.02%38CommonNONE
30161N101EXCEXELON CORP$73,8170.02%1,602CommonNONE
98419M100XYLXYLEM INC$71,6760.02%600CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$71,4050.02%695CommonNONE
855244109SBUXSTARBUCKS CORP$71,1170.02%725CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$70,2750.02%941CommonNONE
291011104EMREMERSON ELEC CO$70,1710.01%640CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$67,7330.01%136CommonNONE
460146103IPINTERNATIONAL PAPER CO$66,1540.01%1,240CommonNONE
760759100RSGREPUBLIC SVCS INC$65,3840.01%270CommonNONE
91913Y100VLOVALERO ENERGY CORP$64,1870.01%486CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$63,4930.01%308CommonNONE
05464C101AXONAXON ENTERPRISE INC$61,0110.01%116CommonNONE
88579Y101MMM3M CO$59,6260.01%406CommonNONE
209115104EDCONSOLIDATED EDISON INC$59,3880.01%537CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$57,0820.01%90CommonNONE
117043109BCBRUNSWICK CORP$56,9200.01%1,057CommonNONE
37954Y442CLOUGLOBAL X FDS$56,8830.01%2,710CommonNONE
00724F101ADBEADOBE INC$56,7640.01%148CommonNONE
904767704UNILEVER PLC$56,5730.01%950CommonNONE
500754106KHCKRAFT HEINZ CO$56,0530.01%1,842CommonNONE
97717W851DXJWISDOMTREE TR$55,0900.01%500CommonNONE
617446448MSMORGAN STANLEY$54,8360.01%470CommonNONE
020002101ALLALLSTATE CORP$54,5160.01%262CommonNONE
655844108NSCNORFOLK SOUTHN CORP$52,8180.01%223CommonNONE
98978V103ZTSZOETIS INC$52,1950.01%317CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$51,1470.01%507CommonNONE
89151E109TTENTOTALENERGIES SE$49,1590.01%750CommonNONE
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023608102AEEAMEREN CORP$48,7960.01%486CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$48,7780.01%1,333CommonNONE
773903109ROKROCKWELL AUTOMATION INC$48,5770.01%188CommonNONE
97717W307DLNWISDOMTREE TR$47,6220.01%600CommonNONE
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718172109PMPHILIP MORRIS INTL INC$46,9040.01%293CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$46,6080.01%135CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$46,5790.01%511CommonNONE
00888H208APRWAIM ETF PRODUCTS TRUST$46,5310.01%1,450CommonNONE
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87612E106TGTTARGET CORP$45,9190.01%440CommonNONE
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33829M101FIVEFIVE BELOW INC$39,3360.01%525CommonNONE
369550108GDGENERAL DYNAMICS CORP$38,9800.01%143CommonNONE
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56585A102MPCMARATHON PETE CORP$34,9660.01%240CommonNONE
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G51502105JCIJOHNSON CTLS INTL PLC$33,8030.01%420CommonNONE
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68902V107OTISOTIS WORLDWIDE CORP$33,2310.01%322CommonNONE
922908595VBKVANGUARD INDEX FDS$32,4790.01%129CommonNONE
674599105OXYOCCIDENTAL PETE CORP$32,4390.01%654CommonNONE
22284P105CVLGCOVENANT LOGISTICS GROUP INC$31,0800.01%1,400CommonNONE
00214Q104ARKKARK ETF TR$29,7380.01%625CommonNONE
N3167Y103RACEFERRARI N V$29,5240.01%69CommonNONE
828359109SAMGSILVERCREST ASSET MGMT GROUP$29,4480.01%1,800CommonNONE
595112103MUMICRON TECHNOLOGY INC$29,1480.01%335CommonNONE
55261F104MTBM & T BK CORP$29,1370.01%163CommonNONE
21036P108STZCONSTELLATION BRANDS INC$28,9980.01%158CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$28,9080.01%237CommonNONE
78463V107GLDSPDR GOLD TR$28,8140.01%100CommonNONE
29357K103ENVAENOVA INTL INC$28,7750.01%298CommonNONE
78464A854SPYMSPDR SER TR$28,2120.01%429CommonNONE
88033G407THCTENET HEALTHCARE CORP$27,1690.01%202CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$26,9590.01%106CommonNONE
670100205NVONOVO-NORDISK A S$26,7510.01%379CommonNONE
03073E105CORCENCORA INC$26,6980.01%96CommonNONE
053332102AZOAUTOZONE INC$26,6900.01%7CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$26,5830.01%127CommonNONE
78468R671FITESPDR SER TR$26,3700.01%420CommonNONE
N07059210ASMLASML HOLDING N V$25,8440.01%39CommonNONE
922908512VOEVANGUARD INDEX FDS$25,6870.01%160CommonNONE
126408103CSXCSX CORP$24,8990.01%846CommonNONE
776696106ROPROPER TECHNOLOGIES INC$24,7640.01%42CommonNONE
42226K105HRHEALTHCARE RLTY TR$24,5230.01%1,451CommonNONE
084423102WRBBERKLEY W R CORP$24,2660.01%341CommonNONE
89832Q109TFCTRUIST FINL CORP$23,8270.01%579CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$23,6300.01%326CommonNONE
22052L104CTVACORTEVA INC$23,5370.01%374CommonNONE
803054204SAPSAP SE$23,3550.00%87CommonNONE
78464A581XHESPDR SER TR$22,8520.00%278CommonNONE
02209S103MOALTRIA GROUP INC$22,8290.00%374CommonNONE
90384S303ULTAULTA BEAUTY INC$22,7270.00%62CommonNONE
458140100INTCINTEL CORP$22,6880.00%999CommonNONE
842587107SOSOUTHERN CO$22,4360.00%244CommonNONE
053611109AVYAVERY DENNISON CORP$22,4250.00%126CommonNONE
988498101YUMYUM BRANDS INC$21,4010.00%136CommonNONE
172062101CINFCINCINNATI FINL CORP$21,3970.00%144CommonNONE
629377508NRGNRG ENERGY INC$21,3840.00%224CommonNONE
90364P105PATHUIPATH INC$20,6000.00%2,000CALLNONE
464287556IBBISHARES TR$20,3370.00%159CommonNONE
031100100AMEAMETEK INC$20,3130.00%118CommonNONE
25746U109DDOMINION ENERGY INC$20,1860.00%360CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$20,1060.00%184CommonNONE
97717Y543WTAIWISDOMTREE TR$19,9500.00%1,050CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$19,7780.00%177CommonNONE
29273V100ETENERGY TRANSFER L P$19,2090.00%1,033CommonNONE
G87052109TELTE CONNECTIVITY PLC$19,1870.00%136CommonNONE
941848103WATWATERS CORP$19,1660.00%52CommonNONE
78464A870XBISPDR SER TR$19,1400.00%236CommonNONE
444859102HUMHUMANA INC$19,1160.00%72CommonNONE
16411R208LNGCHENIERE ENERGY INC$18,9750.00%82CommonNONE
94106B101WCNWASTE CONNECTIONS INC$18,9340.00%97CommonNONE
737630103PCHPOTLATCHDELTIC CORPORATION$18,6800.00%414CommonNONE
46428Q109SLVISHARES SILVER TR$18,5940.00%600CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$18,5920.00%302CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$18,4350.00%229CommonNONE
922908538VOTVANGUARD INDEX FDS$18,3480.00%75CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$18,3350.00%52CommonNONE
701094104PHPARKER-HANNIFIN CORP$18,2360.00%30CommonNONE
512807306LRCXLAM RESEARCH CORP$18,2340.00%250CommonNONE
345370860FFORD MTR CO$18,1360.00%1,808CommonNONE
98980G102ZSZSCALER INC$17,8580.00%90CommonNONE
46131J103VKQINVESCO MUNICIPAL TRUST$17,7860.00%1,843CommonNONE
34959J108FTVFORTIVE CORP$17,1250.00%234CommonNONE
487836108KKELLANOVA$17,0760.00%207CommonNONE
369604301GEGE AEROSPACE$17,0440.00%85CommonNONE
902494103TSNTYSON FOODS INC$17,0380.00%267CommonNONE
34959E109FTNTFORTINET INC$16,9430.00%176CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$16,9390.00%154CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$16,5100.00%49CommonNONE
69351T106PPLPPL CORP$16,4090.00%451CommonNONE
969457100WMBWILLIAMS COS INC$16,2550.00%272CommonNONE
778296103ROSTROSS STORES INC$16,2300.00%127CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$16,1840.00%147CommonNONE
46429B697USMVISHARES TR$16,1100.00%172CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$16,0380.00%331CommonNONE
075887109BDXBECTON DICKINSON & CO$16,0350.00%70CommonNONE
892356106TSCOTRACTOR SUPPLY CO$15,9790.00%290CommonNONE
03076C106AMPAMERIPRISE FINL INC$15,4930.00%32CommonNONE
754730109RJFRAYMOND JAMES FINL INC$15,4200.00%111CommonNONE
15118V207CELHCELSIUS HLDGS INC$15,2820.00%429CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$15,2640.00%100CommonNONE
682189105ONON SEMICONDUCTOR CORP$14,9750.00%368CommonNONE
780259305SHELSHELL PLC$14,6560.00%200CommonNONE
142339100CSLCARLISLE COS INC$14,6420.00%43CommonNONE
891160509TDTORONTO DOMINION BK ONT$14,6260.00%244CommonNONE
835699307SONYSONY GROUP CORP$14,6000.00%575CommonNONE
518439104ELLAUDER ESTEE COS INC$14,3880.00%218CommonNONE
36828A101GEVGE VERNOVA INC$14,3490.00%47CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$14,3130.00%549CommonNONE
23804L103DDOGDATADOG INC$14,1880.00%143CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$14,1530.00%185CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$13,7240.00%121CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$13,6780.00%879CommonNONE
056752108BIDUBAIDU INC$13,6210.00%148CommonNONE
670346105NUENUCOR CORP$13,5400.00%112CommonNONE
427866108HSYHERSHEY CO$13,3410.00%78CommonNONE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$13,2080.00%200CommonNONE
227046109CROXCROCS INC$13,1690.00%124CommonNONE
49456B101KMIKINDER MORGAN INC DEL$13,1530.00%461CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$13,1000.00%344CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$13,1000.00%346CommonNONE
29084Q100EMEEMCOR GROUP INC$12,9380.00%35CommonNONE
046353108AZNNASTRAZENECA PLC$12,9360.00%176CommonNONE
303250104FICOFAIR ISAAC CORP$12,9100.00%7CommonNONE
278865100ECLECOLAB INC$12,7090.00%50CommonNONE
92343E102VRSNVERISIGN INC$12,1860.00%48CommonNONE
372460105GPCGENUINE PARTS CO$12,0170.00%100CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$12,0070.00%195CommonNONE
808513105SCHWSCHWAB CHARLES CORP$11,9770.00%153CommonNONE
311900104FASTFASTENAL CO$11,8660.00%153CommonNONE
29364G103ETRENTERGY CORP NEW$11,7980.00%138CommonNONE
912909108USX1UNITED STATES STL CORP NEW$11,5800.00%274CommonNONE
256746108DLTRDOLLAR TREE INC$11,4870.00%153CommonNONE
78440X887SLGSL GREEN RLTY CORP$11,4250.00%198CommonNONE
833445109SNOWSNOWFLAKE INC$11,4010.00%78CommonNONE
896818101TG7TRIUMPH GROUP INC NEW$11,2770.00%445CommonNONE
G81276100SIGSIGNET JEWELERS LIMITED$11,2060.00%193CommonNONE
78442P106SLMSLM CORP$11,1900.00%381CommonNONE
504922105LHLABCORP HOLDINGS INC$11,1730.00%48CommonNONE
219350105GLWCORNING INC$11,0330.00%241CommonNONE
958102105WDCWESTERN DIGITAL CORP$10,9570.00%271CommonNONE
370334104GISGENERAL MLS INC$10,8820.00%182CommonNONE
513272104LWLAMB WESTON HLDGS INC$10,8740.00%204CommonNONE
384802104GWWGRAINGER W W INC$10,8670.00%11CommonNONE
013872106AAALCOA CORP$10,8590.00%356CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$10,8300.00%55CommonNONE
237194105DRIDARDEN RESTAURANTS INC$10,8040.00%52CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$10,7740.00%59CommonNONE
892331307TMTOYOTA MOTOR CORP$10,7700.00%61CommonNONE
14149Y108CAHCARDINAL HEALTH INC$10,7470.00%78CommonNONE
26884L109EQTEQT CORP$10,7400.00%201CommonNONE
133131102CPTCAMDEN PPTY TR$10,7320.00%87CommonNONE
902973304USBUS BANCORP DEL$10,6800.00%250CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$10,5760.00%355CommonNONE
833034101SNASNAP ON INC$10,4480.00%31CommonNONE
35137L204FOXFOX CORP$10,4370.00%198CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$10,3720.00%547CommonNONE
001055102AFLAFLAC INC$10,3410.00%93CommonNONE
651639106NEMNEWMONT CORP$10,2840.00%213CommonNONE
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$10,2550.00%1,234CommonNONE
697435105PANWPALO ALTO NETWORKS INC$10,2390.00%60CommonNONE
59156R108METMETLIFE INC$10,2030.00%127CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$9,8850.00%66CommonNONE
74386T105PFSPROVIDENT FINL SVCS INC$9,7710.00%569CommonNONE
052769106ADSKAUTODESK INC$9,6880.00%37CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$9,6170.00%56CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$9,5830.00%51CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$9,4760.00%56CommonNONE
368736104GNRCGENERAC HLDGS INC$9,3730.00%74CommonNONE
26884U109EPREPR PPTYS$9,2600.00%176CommonNONE
871829107SYYSYSCO CORP$9,2300.00%123CommonNONE
018802108LNTALLIANT ENERGY CORP$9,2030.00%143CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$9,1820.00%45CommonNONE
278642103EBAYEBAY INC.$9,1440.00%135CommonNONE
125896100CMSCMS ENERGY CORP$9,0890.00%121CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$9,0850.00%19CommonNONE
88162G103TTEKTETRA TECH INC NEW$9,0680.00%310CommonNONE
880770102TERTERADYNE INC$9,0040.00%109CommonNONE
81663L200WGSGENEDX HOLDINGS CORP$8,8570.00%100CommonNONE
878742204TECKTECK RESOURCES LTD$8,7440.00%240CommonNONE
292102100ESBAEMPIRE ST RLTY OP L P$8,7150.00%1,123CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$8,7040.00%59CommonNONE
754907103RYNRAYONIER INC$8,6990.00%312CommonNONE
759530108RELXRELX PLC$8,6710.00%172CommonNONE
04621X108AIZASSURANT INC$8,6000.00%41CommonNONE
980745103WWDWOODWARD INC$8,5780.00%47CommonNONE
406216101HALHALLIBURTON CO$8,5250.00%336CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$8,4400.00%800CommonNONE
09662E109DSMBNY MELLON STRATEGIC MUN BD$8,3500.00%1,447CommonNONE
00766T100ACMAECOM$8,2530.00%89CommonNONE
579780206MKCMCCORMICK & CO INC$8,2310.00%100CommonNONE
205887102CAGCONAGRA BRANDS INC$8,1890.00%307CommonNONE
784117103SEICSEI INVTS CO$8,1520.00%105CommonNONE
H01301128ALCALCON AG$8,0700.00%85CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$8,0570.00%178CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$7,9940.00%50CommonNONE
45337C102INCYINCYTE CORP$7,9930.00%132CommonNONE
G7496G103RNRRENAISSANCERE HLDGS LTD$7,9200.00%33CommonNONE
03662Q105AKXANSYS INC$7,9140.00%25CommonNONE
086516101BBYBEST BUY INC$7,9040.00%106CommonNONE
055622104BPBP PLC$7,6370.00%226CommonNONE
929740108WABWABTEC$7,6180.00%42CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$7,6110.00%46CommonNONE
92556V106VTRSVIATRIS INC$7,5520.00%867CommonNONE
682680103OKEONEOK INC NEW$7,5410.00%76CommonNONE
316773100FITBFIFTH THIRD BANCORP$7,4400.00%188CommonNONE
03831W108APPAPPLOVIN CORP$7,4200.00%28CommonNONE
626717102MURMURPHY OIL CORP$7,3840.00%260CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$7,3770.00%100CommonNONE
37954Y673PAVEGLOBAL X FDS$7,3580.00%195CommonNONE
23918K108DVADAVITA INC$7,3430.00%48CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$7,2890.00%140CommonNONE
058498106BALLBALL CORP$7,2390.00%139CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$7,2200.00%60CommonNONE
947890109WBSWEBSTER FINL CORP$7,2170.00%140CommonNONE
680223104ORIOLD REP INTL CORP$7,1780.00%183CommonNONE
008492100ADCAGREE RLTY CORP$7,1250.00%92CommonNONE
37950E416SOCLGLOBAL X FDS$7,0150.00%160CommonNONE
231561101CWCURTISS WRIGHT CORP$6,9850.00%22CommonNONE

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.