MondegarAI
Prestige Wealth Management Group LLC

Q2 2025 · 13F-HR/A

Prestige Wealth Management Group LLCholdings as filed

Filed 2026-02-20 · accession 0001772715-26-000007

$490.7M
Reported value
1,009
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1009

CUSIPTickerIssuerValue% port.SharesClassVoting
97717X669DGRWWISDOMTREE TR$53.8M11.0%642,467CommonNONE
46435G102ICVTISHARES TR$28.5M5.81%316,618CommonNONE
921937835BNDVANGUARD BD INDEX FDS$27.7M5.65%376,659CommonNONE
97717X511AGGYWISDOMTREE TR$27.4M5.58%628,018CommonNONE
46435U853USHYISHARES TR$27.2M5.55%725,945CommonNONE
037833100AAPLAPPLE INC$21.6M4.41%105,450CommonNONE
97717Y477QGRWWISDOMTREE TR$20.6M4.19%391,703CommonNONE
194162103CLCOLGATE PALMOLIVE CO$13.6M2.77%149,630CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$12.8M2.60%145,452CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$12.7M2.59%157,194CommonNONE
594918104MSFTMICROSOFT CORP$12.4M2.52%24,905CommonNONE
922908744VTVVANGUARD INDEX FDS$9.5M1.93%53,247CommonNONE
67066G104NVDANVIDIA CORPORATION$8.6M1.76%54,534CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$8.2M1.67%60,844CommonNONE
922908736VUGVANGUARD INDEX FDS$8.1M1.66%18,566CommonNONE
78464A839MDYVSPDR SERIES TRUST$7.9M1.60%99,136CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$7.5M1.52%68,719CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$6.9M1.41%27,344CommonNONE
02079K305GOOGLALPHABET INC$6.5M1.32%36,683CommonNONE
78464A821MDYGSPDR SERIES TRUST$6.2M1.27%71,502CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$6.2M1.26%259,805CommonNONE
30303M102METAMETA PLATFORMS INC$5.0M1.02%6,778CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$4.6M0.93%91,504CommonNONE
023135106AMZNAMAZON COM INC$4.6M0.93%20,741CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.1M0.85%14,312CommonNONE
478160104JNJJOHNSON & JOHNSON$4.1M0.83%26,732CommonNONE
464288810IHIISHARES TR$3.8M0.78%60,797CommonNONE
92826C839VVISA INC$3.7M0.76%10,459CommonNONE
11135F101AVGOBROADCOM INC$3.4M0.70%12,458CommonNONE
78464A201SLYGSPDR SERIES TRUST$3.1M0.63%34,759CommonNONE
64110L106NFLXNETFLIX INC$3.0M0.61%2,240CommonNONE
78464A300SLYVSPDR SERIES TRUST$2.9M0.59%36,446CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$2.9M0.58%23,483CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.8M0.56%2,786CommonNONE
30231G102XOMEXXON MOBIL CORP$2.7M0.56%25,280CommonNONE
931142103WMTWALMART INC$2.6M0.54%26,959CommonNONE
68389X105ORCLORACLE CORP$2.5M0.50%11,315CommonNONE
58933Y105MRKMERCK & CO INC$2.4M0.49%29,870CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$2.3M0.46%95,388CommonNONE
437076102HDHOME DEPOT INC$2.2M0.44%5,928CommonNONE
060505104BACBANK AMERICA CORP$2.2M0.44%45,914CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.0M0.41%4,093CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.8M0.38%63,219CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.8M0.37%5,849CommonNONE
532457108LLYELI LILLY & CO$1.6M0.32%2,043CommonNONE
88160R101TSLATESLA INC$1.5M0.30%4,667CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.5M0.30%2,603CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.4M0.29%6,457CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.4M0.29%16,855CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.4M0.29%8,882CommonNONE
74340W103PLDPROLOGIS INC.$1.4M0.28%13,292CommonNONE
95040Q104WELLWELLTOWER INC$1.3M0.26%8,376CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.2M0.24%24,118CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.2M0.24%1,668CommonNONE
72201R866MUNIPIMCO ETF TR$1.2M0.23%22,398CommonNONE
29444U700EQIXEQUINIX INC$1.1M0.23%1,392CommonNONE
00206R102TAT&T INC$1.0M0.20%34,566CommonNONE
149123101CATCATERPILLAR INC$992,3370.20%2,556CommonNONE
92537N108VRTVERTIV HOLDINGS CO$980,5390.20%7,636CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$958,1940.20%3,071CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$947,0600.19%14,131CommonNONE
921910816MGKVANGUARD WORLD FD$939,1100.19%2,562CommonNONE
254687106DISDISNEY WALT CO$927,1170.19%7,476CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$882,5440.18%20,396CommonNONE
00287Y109ABBVABBVIE INC$853,9040.17%4,600CommonNONE
438516106HONHONEYWELL INTL INC$844,8510.17%3,628CommonNONE
580135101MCDMCDONALDS CORP$841,9130.17%2,882CommonNONE
G29183103ETNEATON CORP PLC$841,0700.17%2,356CommonNONE
G54950103LINLINDE PLC$837,4870.17%1,785CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$824,0240.17%17,801CommonNONE
20030N101CMCSACOMCAST CORP NEW$801,9430.16%22,470CommonNONE
17275R102CSCOCISCO SYS INC$787,3550.16%11,348CommonNONE
191216100KOCOCA COLA CO$784,0860.16%11,005CommonNONE
253868103DLRDIGITAL RLTY TR INC$780,9990.16%4,480CommonNONE
539830109LMTLOCKHEED MARTIN CORP$769,9160.16%1,662CommonNONE
756109104OREALTY INCOME CORP$733,5490.15%12,733CommonNONE
907818108UNPUNION PAC CORP$722,6470.15%3,141CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$682,2660.14%4,244CommonNONE
65339F101NEENEXTERA ENERGY INC$679,6950.14%9,791CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$670,5090.14%2,761CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$666,9450.14%2,273CommonNONE
97717Y527USFRWISDOMTREE TR$658,2060.13%13,083CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$650,0510.13%4,297CommonNONE
58155Q103MCKMCKESSON CORP$646,9290.13%882CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$642,6500.13%1,572CommonNONE
22822V101CCICROWN CASTLE INC$640,8310.13%6,238CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$631,6070.13%55,114CommonNONE
285512109EAELECTRONIC ARTS INC$619,9560.13%3,882CommonNONE
49271V100KDPKEURIG DR PEPPER INC$599,0310.12%17,995CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$595,8160.12%1,846CommonNONE
872590104TMUST-MOBILE US INC$586,5970.12%2,462CommonNONE
747525103QCOMQUALCOMM INC$585,8830.12%3,679CommonNONE
002824100ABTABBOTT LABS$585,3870.12%4,304CommonNONE
464287481IWPISHARES TR$577,8220.12%4,167CommonNONE
12504L109CBRECBRE GROUP INC$577,0150.12%4,118CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$557,2670.11%2,452CommonNONE
713448108PEPPEPSICO INC$555,4750.11%4,207CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$552,2900.11%2,687CommonNONE
461202103INTUINTUIT$552,1540.11%701CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$547,7910.11%10,460CommonNONE
038222105AMATAPPLIED MATLS INC$536,2130.11%2,929CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$497,9510.10%1,666CommonNONE
617446448MSMORGAN STANLEY$481,3190.10%3,417CommonNONE
78409V104SPGIS&P GLOBAL INC$480,9570.10%912CommonNONE
009158106APDAIR PRODS & CHEMS INC$469,4600.10%1,664CommonNONE
925652109VICIVICI PPTYS INC$465,5290.09%14,280CommonNONE
22160N109CSGPCOSTAR GROUP INC$463,5070.09%5,765CommonNONE
922908363VOOVANGUARD INDEX FDS$459,5170.09%807CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$448,2180.09%3,040CommonNONE
09290D101BLKBLACKROCK INC$448,1360.09%427CommonNONE
78467V707ULSTSSGA ACTIVE ETF TR$437,1700.09%10,752CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$430,6740.09%4,616CommonNONE
46284V101IRMIRON MTN INC DEL$427,9230.09%4,172CommonNONE
053484101AVBAVALONBAY CMNTYS INC$425,0610.09%2,071CommonNONE
94106L109WMWASTE MGMT INC DEL$413,4920.08%1,807CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$410,7450.08%1,684CommonNONE
92276F100VTRVENTAS INC$402,7080.08%6,377CommonNONE
681919106OMCOMNICOM GROUP INC$398,0570.08%5,480CommonNONE
548661107LOWLOWES COS INC$393,6940.08%1,774CommonNONE
G5960L103MDTMEDTRONIC PLC$391,4470.08%4,454CommonNONE
02156V109OKLOOKLO INC$389,9710.08%6,965CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$388,6610.08%1,655CommonNONE
031162100AMGNAMGEN INC$381,5960.08%1,367CommonNONE
858119100STLDSTEEL DYNAMICS INC$380,8800.08%2,964CommonNONE
921910840MGVVANGUARD WORLD FD$372,1610.08%2,822CommonNONE
882508104TXNTEXAS INSTRS INC$371,1840.08%1,788CommonNONE
70202L102PSNPARSONS CORP DEL$368,5390.08%5,135CommonNONE
464287614IWFISHARES TR$359,6200.07%847CommonNONE
H1467J104CBCHUBB LIMITED$359,3120.07%1,236CommonNONE
863667101SYKSTRYKER CORPORATION$346,5590.07%874CommonNONE
482480100KLACKLA CORP$344,8890.07%385CommonNONE
922908769VTIVANGUARD INDEX FDS$344,2420.07%1,129CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$340,2480.07%1,870CommonNONE
35137L105FOXAFOX CORP$338,4830.07%6,040CommonNONE
81762P102NOWSERVICENOW INC$333,0990.07%324CommonNONE
032654105ADIANALOG DEVICES INC$329,4820.07%1,384CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$329,2260.07%11,737CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$324,9680.07%1,486CommonNONE
29476L107EQREQUITY RESIDENTIAL$321,8120.07%4,720CommonNONE
855244109SBUXSTARBUCKS CORP$318,6900.06%3,478CommonNONE
032095101APHAMPHENOL CORP NEW$317,9030.06%3,214CommonNONE
824348106SHWSHERWIN WILLIAMS CO$317,6600.06%925CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$317,0290.06%11,457CommonNONE
92204A884VOXVANGUARD WORLD FD$316,0640.06%1,848CommonNONE
88033G407THCTENET HEALTHCARE CORP$313,1040.06%1,779CommonNONE
75513E101RTXRTX CORPORATION$308,6870.06%2,114CommonNONE
65249B109NWSANEWS CORP NEW$306,9190.06%10,327CommonNONE
12572Q105CMECME GROUP INC$301,9380.06%1,095CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$291,1680.06%1,587CommonNONE
235851102DHRDANAHER CORPORATION$269,0900.05%1,360CommonNONE
46187W107INVHINVITATION HOMES INC$256,8570.05%7,831CommonNONE
02209S103MOALTRIA GROUP INC$253,8120.05%4,255CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$253,6640.05%9,874CommonNONE
020002101ALLALLSTATE CORP$251,8770.05%1,245CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$249,2320.05%10,181CommonNONE
609207105MDLZMONDELEZ INTL INC$242,1740.05%3,566CommonNONE
036752103ELVELEVANCE HEALTH INC$241,9630.05%622CommonNONE
02079K305GOOGLALPHABET INC$229,0990.05%1,300CALLNONE
02079K107GOOGALPHABET INC$225,2990.05%1,270CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$221,2860.05%17,086CommonNONE
025816109AXPAMERICAN EXPRESS CO$217,5460.04%682CommonNONE
57667L107MTCHMATCH GROUP INC NEW$216,4780.04%7,008CommonNONE
78464A144SPBOSPDR SERIES TRUST$213,5400.04%7,308CommonNONE
464287622IWBISHARES TR$212,2320.04%625CommonNONE
921937819BIVVANGUARD BD INDEX FDS$210,3650.04%2,720CommonNONE
29364G103ETRENTERGY CORP NEW$200,1540.04%2,408CommonNONE
097023105BABOEING CO$197,3780.04%942CommonNONE
717081103PFEPFIZER INC$191,0120.04%7,880CommonNONE
78464A805SPTMSPDR SERIES TRUST$187,1600.04%2,499CommonNONE
595112103MUMICRON TECHNOLOGY INC$184,8750.04%1,500CALLNONE
911363109URIUNITED RENTALS INC$180,8160.04%240CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$174,9050.04%7,526CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$173,9050.04%281CommonNONE
064058100BKBANK NEW YORK MELLON CORP$168,2810.03%1,847CommonNONE
88023B103TEMTEMPUS AI INC$165,2040.03%2,600CommonNONE
464288588MBBISHARES TR$164,3080.03%1,750CommonNONE
125523100CITHE CIGNA GROUP$162,3160.03%491CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$158,3910.03%3,824CommonNONE
172967424CCITIGROUP INC$154,5790.03%1,816CommonNONE
72201R833MINTPIMCO ETF TR$152,7130.03%1,519CommonNONE
40412C101HCAHCA HEALTHCARE INC$152,4740.03%398CommonNONE
97717Y410USINWISDOMTREE TR$150,8850.03%3,000CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$150,0120.03%3,740CommonNONE
571903202MARMARRIOTT INTL INC NEW$149,9930.03%549CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$149,8470.03%6,304CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$149,2890.03%558CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$145,4950.03%291CommonNONE
636180101NFGNATIONAL FUEL GAS CO$144,9170.03%1,700CommonNONE
464287473IWSISHARES TR$144,4890.03%1,093CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$143,5590.03%487CommonNONE
464287689IWVISHARES TR$141,5600.03%403CommonNONE
78464A540XTLSPDR SERIES TRUST$137,3730.03%1,171CommonNONE
12514G108CDWCDW CORP$136,0870.03%762CommonNONE
46090E103QQQINVESCO QQQ TR$133,0150.03%241CommonNONE
949746101WMT2WELLS FARGO CO NEW$128,5140.03%1,604CommonNONE
375558103GILDGILEAD SCIENCES INC$124,2860.03%1,121CommonNONE
78464A409SPYGSPDR SERIES TRUST$121,3430.02%1,273CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$120,8470.02%3,267CommonNONE
42809H107HESHESS CORP$120,2530.02%868CommonNONE
744320102PRUPRUDENTIAL FINL INC$116,6810.02%1,086CommonNONE
126650100CVSCVS HEALTH CORP$114,5070.02%1,660CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$110,2240.02%2,249CommonNONE
166764100CVXCHEVRON CORP NEW$103,5270.02%723CommonNONE
026874784AIGAMERICAN INTL GROUP INC$102,9660.02%1,203CommonNONE
743315103PGRPROGRESSIVE CORP$101,9410.02%382CommonNONE
92939U106WECWEC ENERGY GROUP INC$101,5960.02%975CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$101,5580.02%3,832CommonNONE
570535104MKLMARKEL GROUP INC$99,8680.02%50CommonNONE
883203101TXTTEXTRON INC$98,8630.02%1,231CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$97,3070.02%310CommonNONE
05464C101AXONAXON ENTERPRISE INC$96,0420.02%116CommonNONE
464287440IEFISHARES TR$95,1000.02%993CommonNONE
723484101PNWPINNACLE WEST CAP CORP$92,6020.02%1,035CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$91,9520.02%648CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$88,6810.02%404CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$88,5270.02%210CommonNONE
464288802SUSAISHARES TR$86,9510.02%686CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$86,0630.02%396CommonNONE
872540109TJXTJX COS INC NEW$84,7150.02%686CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$84,0770.02%447CommonNONE
20825C104COPCONOCOPHILLIPS$81,7550.02%911CommonNONE
79466L302CRMSALESFORCE INC$79,7480.02%292CommonNONE
816851109SRESEMPRA$78,8610.02%1,032CommonNONE
37045V100GMGENERAL MTRS CO$78,5400.02%1,596CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$77,6790.02%417CommonNONE
98419M100XYLXYLEM INC$77,6160.02%600CommonNONE
291011104EMREMERSON ELEC CO$77,3320.02%580CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$76,6080.02%941CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$76,4340.02%600CommonNONE
58733R102MELIMERCADOLIBRE INC$73,1820.01%28CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$72,6590.01%533CommonNONE
494368103KMBKIMBERLY-CLARK CORP$71,8600.01%552CommonNONE
30161N101EXCEXELON CORP$69,5560.01%1,602CommonNONE
91913Y100VLOVALERO ENERGY CORP$65,7320.01%489CommonNONE
760759100RSGREPUBLIC SVCS INC$64,8590.01%263CommonNONE
37954Y442CLOUGLOBAL X FDS$62,7350.01%2,689CommonNONE
88579Y101MMM3M CO$61,8110.01%406CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$61,7910.01%504CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$60,0010.01%184CommonNONE
117043109BCBRUNSWICK CORP$58,3890.01%1,057CommonNONE
143658300CCL1EURCARNIVAL CORP$58,3390.01%2,075CommonNONE
904767704UNILEVER PLC$58,1120.01%950CommonNONE
460146103IPINTERNATIONAL PAPER CO$57,5550.01%1,229CommonNONE
97717W851DXJWISDOMTREE TR$57,1350.01%500CommonNONE
655844108NSCNORFOLK SOUTHN CORP$57,0820.01%223CommonNONE
751212101RLRALPH LAUREN CORP$55,0390.01%200CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$54,7980.01%135CommonNONE
209115104EDCONSOLIDATED EDISON INC$53,8890.01%537CommonNONE
718172109PMPHILIP MORRIS INTL INC$53,7600.01%293CommonNONE
11271J107BNBROOKFIELD CORP$53,5010.01%865CommonNONE
654106103NKENIKE INC$52,8310.01%740CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$52,2020.01%486CommonNONE
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500754106KHCKRAFT HEINZ CO$50,3490.01%1,950CommonNONE
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70450Y103PYPLPAYPAL HLDGS INC$42,8090.01%576CommonNONE
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13321L108CCJCAMECO CORP$42,6830.01%575CommonNONE
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G0403H108AONAON PLC$41,3850.01%116CommonNONE
501044101KRKROGER CO$41,1740.01%574CommonNONE
80105N105SNYSANOFI$41,0640.01%850CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$40,7570.01%75CommonNONE
500472303PHGKONINKLIJKE PHILIPS N V$40,4070.01%1,685CommonNONE
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56035L104MAINMAIN STR CAP CORP$38,4150.01%650CommonNONE
56585A102MPCMARATHON PETE CORP$38,2060.01%230CommonNONE
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N3167Y103RACEFERRARI N V$33,8620.01%69CommonNONE
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22284P105CVLGCOVENANT LOGISTICS GROUP INC$33,7540.01%1,400CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$33,6150.01%66CommonNONE
40434L105HPQHP INC$33,3930.01%1,350CommonNONE
29357K103ENVAENOVA INTL INC$33,0100.01%296CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$32,6640.01%106CommonNONE
03073E105CORCENCORA INC$32,3840.01%108CommonNONE
98980G102ZSZSCALER INC$32,0230.01%102CommonNONE
78468R671FITESPDR SERIES TRUST$31,9050.01%420CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$31,8850.01%322CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$31,8580.01%127CommonNONE
55261F104MTBM & T BK CORP$31,6210.01%163CommonNONE
337738108FISVFISERV INC$31,3790.01%182CommonNONE
22052L104CTVACORTEVA INC$31,3030.01%420CommonNONE
N07059210ASMLASML HOLDING N V$31,2550.01%39CommonNONE
78464A854SPYMSPDR SERIES TRUST$31,1850.01%429CommonNONE
369604301GEGE AEROSPACE$30,6310.01%119CommonNONE
452308109ITWILLINOIS TOOL WKS INC$30,3590.01%122CommonNONE
90384S303ULTAULTA BEAUTY INC$29,0050.01%62CommonNONE
21036P108STZCONSTELLATION BRANDS INC$28,9580.01%178CommonNONE
828359109SAMGSILVERCREST ASSET MGMT GROUP$28,5480.01%1,800CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$27,9660.01%237CommonNONE
674599105OXYOCCIDENTAL PETE CORP$27,6320.01%654CommonNONE
458140100INTCINTEL CORP$27,3290.01%1,220CommonNONE
803054204SAPSAP SE$26,4570.01%87CommonNONE
922908512VOEVANGUARD INDEX FDS$26,4520.01%160CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$26,2120.01%559CommonNONE
670100205NVONOVO-NORDISK A S$26,1590.01%379CommonNONE
053332102AZOAUTOZONE INC$25,9860.01%7CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$25,8880.01%331CommonNONE
97717Y543WTAIWISDOMTREE TR$25,7880.01%1,050CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$25,6500.01%177CommonNONE
084423102WRBBERKLEY W R CORP$25,0540.01%341CommonNONE
776696106ROPROPER TECHNOLOGIES INC$24,9420.01%44CommonNONE
31428X106FDXFEDEX CORP$24,9030.01%109CommonNONE
89832Q109TFCTRUIST FINL CORP$24,6770.01%574CommonNONE
512807306LRCXLAM RESEARCH CORP$24,3930.00%250CommonNONE
842587107SOSOUTHERN CO$23,6010.00%257CommonNONE
36828A101GEVGE VERNOVA INC$23,2840.00%44CommonNONE
42226K105HRHEALTHCARE RLTY TR$23,0140.00%1,451CommonNONE
G87052109TELTE CONNECTIVITY PLC$22,9000.00%136CommonNONE
78464A581XHESPDR SERIES TRUST$22,5770.00%278CommonNONE
053611109AVYAVERY DENNISON CORP$22,1100.00%126CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$21,8710.00%50CommonNONE
172062101CINFCINCINNATI FINL CORP$21,5700.00%144CommonNONE
922908538VOTVANGUARD INDEX FDS$21,3620.00%75CommonNONE
031100100AMEAMETEK INC$21,3540.00%118CommonNONE
701094104PHPARKER-HANNIFIN CORP$20,9550.00%30CommonNONE
247361702DALDELTA AIR LINES INC DEL$20,9510.00%426CommonNONE
68622V106OGNORGANON & CO$20,8480.00%2,154CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$20,7540.00%302CommonNONE
26614N102DDDUPONT DE NEMOURS INC$20,1660.00%294CommonNONE
988498101YUMYUM BRANDS INC$20,1530.00%136CommonNONE
464287556IBBISHARES TR$20,1160.00%159CommonNONE
16411R208LNGCHENIERE ENERGY INC$19,9690.00%82CommonNONE
46428Q109SLVISHARES SILVER TR$19,6860.00%600CommonNONE
345370860FFORD MTR CO$19,6070.00%1,807CommonNONE
78464A870XBISPDR SERIES TRUST$19,5720.00%236CommonNONE
023608102AEEAMEREN CORP$19,4970.00%203CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$19,0920.00%184CommonNONE
29084Q100EMEEMCOR GROUP INC$18,7220.00%35CommonNONE
682189105ONON SEMICONDUCTOR CORP$18,7110.00%357CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$18,6580.00%907CommonNONE
34959E109FTNTFORTINET INC$18,6080.00%176CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$18,2980.00%331CommonNONE
941848103WATWATERS CORP$18,1510.00%52CommonNONE
94106B101WCNWASTE CONNECTIONS INC$18,1120.00%97CommonNONE
902494103TSNTYSON FOODS INC$18,0690.00%323CommonNONE
891160509TDTORONTO DOMINION BK ONT$17,9220.00%244CommonNONE
833445109SNOWSNOWFLAKE INC$17,4550.00%78CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$17,3880.00%218CommonNONE
969457100WMBWILLIAMS COS INC$17,0850.00%272CommonNONE
03076C106AMPAMERIPRISE FINL INC$17,0800.00%32CommonNONE
754730109RJFRAYMOND JAMES FINL INC$17,0250.00%111CommonNONE
444859102HUMHUMANA INC$16,9310.00%69CommonNONE
46131J103VKQINVESCO MUNICIPAL TRUST$16,8640.00%1,843CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$16,4640.00%100CommonNONE
487836108KKELLANOVA$16,4640.00%207CommonNONE
778296103ROSTROSS STORES INC$16,2030.00%127CommonNONE
46429B697USMVISHARES TR$16,1460.00%172CommonNONE
142339100CSLCARLISLE COS INC$16,0570.00%43CommonNONE
737630103PCHPOTLATCHDELTIC CORPORATION$15,8860.00%414CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$15,5450.00%154CommonNONE
958102105WDCWESTERN DIGITAL CORP$15,4220.00%241CommonNONE
69351T106PPLPPL CORP$15,4080.00%451CommonNONE
G81276100SIGSIGNET JEWELERS LIMITED$15,3540.00%193CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$15,0430.00%347CommonNONE
835699307SONYSONY GROUP CORP$14,9680.00%575CommonNONE
670346105NUENUCOR CORP$14,9610.00%115CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$14,8980.00%155CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$14,4360.00%185CommonNONE
780259305SHELSHELL PLC$14,0820.00%200CommonNONE
19247G107COHRCOHERENT CORP$14,0060.00%157CommonNONE
808513105SCHWSCHWAB CHARLES CORP$13,9600.00%153CommonNONE
92343E102VRSNVERISIGN INC$13,8630.00%48CommonNONE
256746108DLTRDOLLAR TREE INC$13,6690.00%138CommonNONE
278865100ECLECOLAB INC$13,5050.00%50CommonNONE
49456B101KMIKINDER MORGAN INC DEL$13,1140.00%446CommonNONE
14149Y108CAHCARDINAL HEALTH INC$13,1040.00%78CommonNONE
427866108HSYHERSHEY CO$12,9450.00%78CommonNONE
311900104FASTFASTENAL CO$12,8520.00%306CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$12,8490.00%166CommonNONE
303250104FICOFAIR ISAAC CORP$12,7960.00%7CommonNONE
056752108BIDUBAIDU INC$12,6930.00%148CommonNONE
219350105GLWCORNING INC$12,6750.00%241CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$12,6080.00%344CommonNONE
504922105LHLABCORP HOLDINGS INC$12,6020.00%48CommonNONE
227046109CROXCROCS INC$12,5590.00%124CommonNONE
78442P106SLMSLM CORP$12,4930.00%381CommonNONE
651639106NEMNEWMONT CORP$12,4100.00%213CommonNONE
046353108AZNNASTRAZENECA PLC$12,2990.00%176CommonNONE
697435105PANWPALO ALTO NETWORKS INC$12,2790.00%60CommonNONE
78440X887SLGSL GREEN RLTY CORP$12,2570.00%198CommonNONE
372460105GPCGENUINE PARTS CO$12,2340.00%100CommonNONE
126408103CSXCSX CORP$12,1070.00%371CommonNONE
25746U109DDOMINION ENERGY INC$12,0960.00%214CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$11,8930.00%355CommonNONE
26884L109EQTEQT CORP$11,7230.00%201CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$11,6280.00%549CommonNONE
980745103WWDWOODWARD INC$11,5200.00%47CommonNONE
14040H105COFCAPITAL ONE FINL CORP$11,4900.00%54CommonNONE
052769106ADSKAUTODESK INC$11,4550.00%37CommonNONE
384802104GWWGRAINGER W W INC$11,4430.00%11CommonNONE
902973304USBUS BANCORP DEL$11,4380.00%250CommonNONE
237194105DRIDARDEN RESTAURANTS INC$11,3350.00%52CommonNONE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$11,2100.00%200CommonNONE
88162G103TTEKTETRA TECH INC NEW$11,1480.00%310CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$11,0660.00%121CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$10,9100.00%55CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$10,8670.00%45CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$10,8150.00%66CommonNONE
231561101CWCURTISS WRIGHT CORP$10,7540.00%22CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$10,6310.00%59CommonNONE
368736104GNRCGENERAC HLDGS INC$10,5990.00%74CommonNONE
513272104LWLAMB WESTON HLDGS INC$10,5780.00%204CommonNONE
892331307TMTOYOTA MOTOR CORP$10,5090.00%61CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$10,4310.00%19CommonNONE
26884U109EPREPR PPTYS$10,2540.00%176CommonNONE
59156R108METMETLIFE INC$10,2250.00%127CommonNONE
35137L204FOXFOX CORP$10,2230.00%198CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$10,1300.00%56CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$10,0600.00%56CommonNONE
278642103EBAYEBAY INC.$10,0530.00%135CommonNONE
00766T100ACMAECOM$10,0450.00%89CommonNONE
74386T105PFSPROVIDENT FINL SVCS INC$9,9750.00%569CommonNONE
133131102CPTCAMDEN PPTY TR$9,8960.00%87CommonNONE
013872106AAALCOA CORP$9,8580.00%334CommonNONE
001055102AFLAFLAC INC$9,8080.00%93CommonNONE
878742204TECKTECK RESOURCES LTD$9,6920.00%240CommonNONE
833034101SNASNAP ON INC$9,6470.00%31CommonNONE
03662Q105AKXANSYS INC$9,4830.00%27CommonNONE
784117103SEICSEI INVTS CO$9,4360.00%105CommonNONE
759530108RELXRELX PLC$9,3470.00%172CommonNONE
871829107SYYSYSCO CORP$9,3170.00%123CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$9,2390.00%51CommonNONE
81663L200WGSGENEDX HOLDINGS CORP$9,2310.00%100CommonNONE
896818101TG7TRIUMPH GROUP INC NEW$9,2190.00%358CommonNONE
518439104ELLAUDER ESTEE COS INC$9,2120.00%114CommonNONE
45337C102INCYINCYTE CORP$8,9900.00%132CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$8,9760.00%800CommonNONE
292102100ESBAEMPIRE ST RLTY OP L P$8,8390.00%1,123CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$8,8040.00%178CommonNONE
929740108WABWABTEC$8,7940.00%42CommonNONE
892356106TSCOTRACTOR SUPPLY CO$8,7080.00%165CommonNONE
018802108LNTALLIANT ENERGY CORP$8,6480.00%143CommonNONE
880770102TERTERADYNE INC$8,6330.00%96CommonNONE
370334104GISGENERAL MLS INC$8,6010.00%166CommonNONE
37950E416SOCLGLOBAL X FDS$8,5670.00%160CommonNONE
37954Y673PAVEGLOBAL X FDS$8,5200.00%195CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$8,4410.00%11CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$8,4380.00%416CommonNONE
03831W108APPAPPLOVIN CORP$8,4020.00%24CommonNONE
125896100CMSCMS ENERGY CORP$8,3830.00%121CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$8,3380.00%272CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$8,2080.00%59CommonNONE
G7S00T104PNRPENTAIR PLC$8,1660.00%80CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$8,1090.00%60CommonNONE
09662E109DSMBNY MELLON STRATEGIC MUN BD$8,1040.00%1,447CommonNONE
075887109BDXBECTON DICKINSON & CO$8,0970.00%47CommonNONE
55024U109LITELUMENTUM HLDGS INC$8,0810.00%85CommonNONE
922908595VBKVANGUARD INDEX FDS$8,0320.00%29CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$8,0260.00%735CommonNONE
G7496G103RNRRENAISSANCERE HLDGS LTD$8,0160.00%33CommonNONE
76118Y104REZIRESIDEO TECHNOLOGIES INC$7,9430.00%360CommonNONE
316773100FITBFIFTH THIRD BANCORP$7,8020.00%188CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$7,7980.00%100CommonNONE
058498106BALLBALL CORP$7,7970.00%139CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$7,7070.00%13CommonNONE
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$7,7010.00%1,234CommonNONE
947890109WBSWEBSTER FINL CORP$7,6440.00%140CommonNONE
579780206MKCMCCORMICK & CO INC$7,5820.00%100CommonNONE
889478103TOLTOLL BROTHERS INC$7,5330.00%66CommonNONE
45168D104IDXXIDEXX LABS INC$7,5090.00%14CommonNONE
H01301128ALCALCON AG$7,5040.00%85CommonNONE
92556V106VTRSVIATRIS INC$7,2700.00%814CommonNONE
086516101BBYBEST BUY INC$7,2170.00%106CommonNONE
830879102SKYWSKYWEST INC$7,2080.00%70CommonNONE
63001N106NATLNCR ATLEOS CORPORATION$7,1900.00%252CommonNONE
136375102CNICANADIAN NATL RY CO$7,0750.00%68CommonNONE
680223104ORIOLD REP INTL CORP$7,0350.00%183CommonNONE
48203R104JNPJUNIPER NETWORKS INC$6,9880.00%175CommonNONE
754907103RYNRAYONIER INC$6,9210.00%312CommonNONE
464287168DVYISHARES TR$6,9070.00%52CommonNONE
406216101HALHALLIBURTON CO$6,8690.00%337CommonNONE

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.