MondegarAI
Prestige Wealth Management Group LLC

Q3 2025 · 13F-HR/A

Prestige Wealth Management Group LLCholdings as filed

Filed 2026-02-20 · accession 0001772715-26-000008

$518.2M
Reported value
996
Positions
2025-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 996

CUSIPTickerIssuerValue% port.SharesClassVoting
97717X669DGRWWISDOMTREE TR$55.6M10.7%625,450CommonNONE
46435G102ICVTISHARES TR$32.0M6.18%320,192CommonNONE
921937835BNDVANGUARD BD INDEX FDS$28.3M5.46%380,269CommonNONE
46435U853USHYISHARES TR$28.1M5.43%744,649CommonNONE
97717X511AGGYWISDOMTREE TR$28.1M5.42%634,574CommonNONE
037833100AAPLAPPLE INC$26.6M5.13%104,309CommonNONE
97717Y477QGRWWISDOMTREE TR$22.0M4.24%382,726CommonNONE
594918104MSFTMICROSOFT CORP$13.0M2.51%25,161CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$13.0M2.50%144,793CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$12.7M2.44%161,524CommonNONE
194162103CLCOLGATE PALMOLIVE CO$11.8M2.27%147,208CommonNONE
922908744VTVVANGUARD INDEX FDS$9.7M1.88%51,984CommonNONE
02079K305GOOGLALPHABET INC$9.4M1.81%38,661CommonNONE
922908736VUGVANGUARD INDEX FDS$8.7M1.68%18,083CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$8.3M1.60%59,576CommonNONE
78464A839MDYVSPDR SERIES TRUST$8.1M1.56%96,744CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$7.9M1.53%67,130CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$7.5M1.45%26,698CommonNONE
67066G104NVDANVIDIA CORPORATION$6.8M1.32%36,691CommonNONE
78464A821MDYGSPDR SERIES TRUST$6.4M1.23%69,643CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$6.0M1.15%246,226CommonNONE
478160104JNJJOHNSON & JOHNSON$5.1M0.99%27,624CommonNONE
30303M102METAMETA PLATFORMS INC$5.0M0.97%6,852CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.6M0.88%14,483CommonNONE
023135106AMZNAMAZON COM INC$4.5M0.87%20,594CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$4.4M0.85%86,849CommonNONE
11135F101AVGOBROADCOM INC$4.2M0.81%12,730CommonNONE
92826C839VVISA INC$3.6M0.69%10,526CommonNONE
464288810IHIISHARES TR$3.6M0.69%59,654CommonNONE
68389X105ORCLORACLE CORP$3.2M0.62%11,396CommonNONE
78464A201SLYGSPDR SERIES TRUST$3.2M0.62%33,898CommonNONE
78464A300SLYVSPDR SERIES TRUST$3.2M0.61%35,679CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$3.1M0.59%22,910CommonNONE
30231G102XOMEXXON MOBIL CORP$2.9M0.56%25,512CommonNONE
00287Y109ABBVABBVIE INC$2.8M0.54%12,196CommonNONE
931142103WMTWALMART INC$2.8M0.54%26,928CommonNONE
64110L106NFLXNETFLIX INC$2.8M0.53%2,312CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.6M0.50%2,804CommonNONE
58933Y105MRKMERCK & CO INC$2.5M0.49%29,765CommonNONE
437076102HDHOME DEPOT INC$2.5M0.47%6,072CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$2.5M0.47%95,347CommonNONE
060505104BACBANK AMERICA CORP$2.4M0.47%46,794CommonNONE
88160R101TSLATESLA INC$2.2M0.42%4,912CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M0.40%4,093CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.9M0.38%61,074CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.7M0.33%5,868CommonNONE
532457108LLYELI LILLY & CO$1.6M0.30%2,068CommonNONE
74340W103PLDPROLOGIS INC.$1.6M0.30%13,678CommonNONE
95040Q104WELLWELLTOWER INC$1.6M0.30%8,726CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.5M0.29%2,619CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.4M0.28%28,513CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.4M0.27%16,860CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.4M0.26%8,911CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.3M0.26%1,685CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.3M0.25%6,663CommonNONE
149123101CATCATERPILLAR INC$1.2M0.24%2,567CommonNONE
72201R866MUNIPIMCO ETF TR$1.2M0.23%22,690CommonNONE
92537N108VRTVERTIV HOLDINGS CO$1.2M0.23%7,760CommonNONE
29444U700EQIXEQUINIX INC$1.1M0.22%1,449CommonNONE
921910816MGKVANGUARD WORLD FD$1.0M0.20%2,562CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$1.0M0.20%14,131CommonNONE
00206R102TAT&T INC$1.0M0.19%35,592CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$933,5210.18%21,240CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$917,6200.18%2,657CommonNONE
G29183103ETNEATON CORP PLC$900,8210.17%2,407CommonNONE
580135101MCDMCDONALDS CORP$893,0150.17%2,939CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$886,7410.17%45,404CommonNONE
G54950103LINLINDE PLC$853,5750.16%1,797CommonNONE
539830109LMTLOCKHEED MARTIN CORP$835,8760.16%1,674CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$821,2450.16%4,376CommonNONE
756109104OREALTY INCOME CORP$817,2010.16%13,443CommonNONE
285512109EAELECTRONIC ARTS INC$810,2300.16%4,017CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$799,9980.15%17,738CommonNONE
253868103DLRDIGITAL RLTY TR INC$799,3980.15%4,624CommonNONE
02156V109OKLOOKLO INC$788,7780.15%7,066CommonNONE
17275R102CSCOCISCO SYS INC$783,3100.15%11,449CommonNONE
438516106HONHONEYWELL INTL INC$771,8780.15%3,667CommonNONE
254687106DISDISNEY WALT CO$770,2590.15%6,727CommonNONE
65339F101NEENEXTERA ENERGY INC$758,0900.15%10,042CommonNONE
907818108UNPUNION PAC CORP$753,0490.15%3,186CommonNONE
191216100KOCOCA COLA CO$738,1840.14%11,046CommonNONE
20030N101CMCSACOMCAST CORP NEW$732,9560.14%23,328CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$723,6880.14%2,584CommonNONE
872590104TMUST-MOBILE US INC$694,4420.13%2,901CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$676,7770.13%2,343CommonNONE
12504L109CBRECBRE GROUP INC$663,4860.13%4,211CommonNONE
58155Q103MCKMCKESSON CORP$661,9920.13%856CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$658,3020.13%2,548CommonNONE
22822V101CCICROWN CASTLE INC$622,9400.12%6,456CommonNONE
747525103QCOMQUALCOMM INC$617,4970.12%3,712CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$610,0970.12%1,854CommonNONE
038222105AMATAPPLIED MATLS INC$603,1650.12%2,946CommonNONE
713448108PEPPEPSICO INC$598,1250.12%4,259CommonNONE
97717Y527USFRWISDOMTREE TR$592,1310.11%11,779CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$580,4180.11%2,679CommonNONE
464287481IWPISHARES TR$578,9800.11%4,066CommonNONE
002824100ABTABBOTT LABS$578,0910.11%4,316CommonNONE
81762P102NOWSERVICENOW INC$560,4520.11%609CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$558,8480.11%10,374CommonNONE
369604301GEGE AEROSPACE$558,7320.11%1,855CommonNONE
025816109AXPAMERICAN EXPRESS CO$553,7120.11%1,667CommonNONE
617446448MSMORGAN STANLEY$548,5720.11%3,451CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$510,7190.10%5,213CommonNONE
22160N109CSGPCOSTAR GROUP INC$508,2450.10%6,024CommonNONE
09290D101BLKBLACKROCK INC$503,7800.10%432CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$502,4560.10%3,075CommonNONE
922908363VOOVANGUARD INDEX FDS$495,9060.10%808CommonNONE
461202103INTUINTUIT$495,1340.10%725CommonNONE
925652109VICIVICI PPTYS INC$484,3900.09%14,854CommonNONE
92276F100VTRVENTAS INC$469,3540.09%6,706CommonNONE
G5960L103MDTMEDTRONIC PLC$450,3260.09%4,693CommonNONE
78409V104SPGIS&P GLOBAL INC$447,8380.09%920CommonNONE
78467V707ULSTSSGA ACTIVE ETF TR$442,4490.09%10,874CommonNONE
46284V101IRMIRON MTN INC DEL$442,2170.09%4,338CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$440,8610.09%3,128CommonNONE
548661107LOWLOWES COS INC$440,1570.08%1,751CommonNONE
70202L102PSNPARSONS CORP DEL$425,7950.08%5,135CommonNONE
858119100STLDSTEEL DYNAMICS INC$422,4490.08%3,019CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$420,3620.08%1,528CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$417,0010.08%1,691CommonNONE
94106L109WMWASTE MGMT INC DEL$414,7360.08%1,878CommonNONE
482480100KLACKLA CORP$413,1410.08%383CommonNONE
053484101AVBAVALONBAY CMNTYS INC$411,4650.08%2,111CommonNONE
031162100AMGNAMGEN INC$410,5610.08%1,455CommonNONE
35137L105FOXAFOX CORP$409,1980.08%6,489CommonNONE
032095101APHAMPHENOL CORP NEW$402,8480.08%3,251CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$402,7210.08%1,684CommonNONE
921910840MGVVANGUARD WORLD FD$390,6860.08%2,822CommonNONE
464287614IWFISHARES TR$387,3760.07%827CommonNONE
922908769VTIVANGUARD INDEX FDS$372,4490.07%1,132CommonNONE
88033G407THCTENET HEALTHCARE CORP$366,6920.07%1,806CommonNONE
H1467J104CBCHUBB LIMITED$350,9520.07%1,239CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$347,8880.07%11,737CommonNONE
92204A884VOXVANGUARD WORLD FD$346,7380.07%1,847CommonNONE
032654105ADIANALOG DEVICES INC$343,8020.07%1,399CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$333,5280.06%11,457CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$331,5970.06%1,715CommonNONE
882508104TXNTEXAS INSTRS INC$327,1940.06%1,781CommonNONE
824348106SHWSHERWIN WILLIAMS CO$326,2300.06%942CommonNONE
863667101SYKSTRYKER CORPORATION$326,0880.06%880CommonNONE
681919106OMCOMNICOM GROUP INC$321,6640.06%3,912CommonNONE
75513E101RTXRTX CORPORATION$321,4420.06%1,921CommonNONE
29476L107EQREQUITY RESIDENTIAL$317,1580.06%4,848CommonNONE
02079K107GOOGALPHABET INC$309,3310.06%1,270CommonNONE
25809K105DASHDOORDASH INC$308,9810.06%1,136CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$302,9660.06%1,503CommonNONE
855244109SBUXSTARBUCKS CORP$298,8080.06%3,532CommonNONE
12572Q105CMECME GROUP INC$298,4240.06%1,104CommonNONE
02209S103MOALTRIA GROUP INC$296,1230.06%4,412CommonNONE
921937819BIVVANGUARD BD INDEX FDS$293,8530.06%3,763CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$278,6150.05%11,239CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$275,8780.05%1,366CommonNONE
009158106APDAIR PRODS & CHEMS INC$275,5600.05%1,010CommonNONE
235851102DHRDANAHER CORPORATION$272,8490.05%1,374CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$271,7590.05%1,613CommonNONE
020002101ALLALLSTATE CORP$269,9870.05%1,252CommonNONE
009066101ABNBAIRBNB INC$266,7610.05%2,197CommonNONE
00766T100ACMAECOM$250,6340.05%1,921CommonNONE
166764100CVXCHEVRON CORP NEW$245,3600.05%1,580CommonNONE
69932A204PSKYPARAMOUNT SKYDANCE CORP$230,4050.04%12,146CommonNONE
911363109URIUNITED RENTALS INC$229,1200.04%240CommonNONE
46187W107INVHINVITATION HOMES INC$228,6280.04%7,795CommonNONE
464287622IWBISHARES TR$228,4250.04%625CommonNONE
609207105MDLZMONDELEZ INTL INC$227,8350.04%3,618CommonNONE
65249B109NWSANEWS CORP NEW$227,2800.04%7,377CommonNONE
29364G103ETRENTERGY CORP NEW$226,7330.04%2,433CommonNONE
78464A144SPBOSPDR SERIES TRUST$216,5370.04%7,308CommonNONE
88023B103TEMTEMPUS AI INC$209,8460.04%2,600CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$205,5300.04%308CommonNONE
097023105BABOEING CO$203,7450.04%944CommonNONE
78464A805SPTMSPDR SERIES TRUST$201,5550.04%2,499CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$200,3630.04%620CommonNONE
064058100BKBANK NEW YORK MELLON CORP$199,8330.04%1,834CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$199,6410.04%7,153CommonNONE
717081103PFEPFIZER INC$198,6680.04%7,797CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$189,5850.04%4,500CommonNONE
172967424CCITIGROUP INC$184,3240.04%1,816CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$177,3130.03%291CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$171,7540.03%7,318CommonNONE
57667L107MTCHMATCH GROUP INC NEW$170,3490.03%4,823CommonNONE
40412C101HCAHCA HEALTHCARE INC$169,6280.03%398CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$167,9080.03%6,304CommonNONE
464288588MBBISHARES TR$166,5130.03%1,750CommonNONE
78464A540XTLSPDR SERIES TRUST$160,0690.03%1,144CommonNONE
09254X101MUJBLACKROCK MUNIHLDGS NJ QLTY$158,8360.03%13,641CommonNONE
636180101NFGNATIONAL FUEL GAS CO$157,9390.03%1,700CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$154,9680.03%555CommonNONE
464287689IWVISHARES TR$153,2090.03%404CommonNONE
72201R833MINTPIMCO ETF TR$152,9490.03%1,519CommonNONE
464287473IWSISHARES TR$152,7230.03%1,093CommonNONE
97717Y410USINWISDOMTREE TR$152,0010.03%3,000CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$151,7320.03%3,740CommonNONE
571903202MARMARRIOTT INTL INC NEW$142,9820.03%549CommonNONE
125523100CITHE CIGNA GROUP$139,2260.03%483CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$138,0640.03%3,267CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$137,4130.03%487CommonNONE
46090E103QQQINVESCO QQQ TR$135,1650.03%225CommonNONE
949746101WMT2WELLS FARGO CO NEW$134,4480.03%1,604CommonNONE
78464A409SPYGSPDR SERIES TRUST$133,0420.03%1,273CommonNONE
375558103GILDGILEAD SCIENCES INC$127,0950.02%1,145CommonNONE
744320102PRUPRUDENTIAL FINL INC$125,6300.02%1,211CommonNONE
126650100CVSCVS HEALTH CORP$125,1480.02%1,660CommonNONE
12514G108CDWCDW CORP$121,3720.02%762CommonNONE
464288661IEIISHARES TR$119,5100.02%1,000CommonNONE
92939U106WECWEC ENERGY GROUP INC$111,9550.02%977CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$105,1650.02%650CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$104,6240.02%3,832CommonNONE
883203101TXTTEXTRON INC$104,0330.02%1,231CommonNONE
872540109TJXTJX COS INC NEW$101,1790.02%700CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$100,6210.02%310CommonNONE
37045V100GMGENERAL MTRS CO$97,3090.02%1,596CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$97,0490.02%532CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$96,2610.02%210CommonNONE
464287440IEFISHARES TR$95,7850.02%993CommonNONE
570535104MKLMARKEL GROUP INC$95,5680.02%50CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$94,8980.02%396CommonNONE
026874784AIGAMERICAN INTL GROUP INC$94,4850.02%1,203CommonNONE
743315103PGRPROGRESSIVE CORP$94,3360.02%382CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$93,0990.02%407CommonNONE
464288802SUSAISHARES TR$93,0560.02%686CommonNONE
816851109SRESEMPRA$92,8600.02%1,032CommonNONE
723484101PNWPINNACLE WEST CAP CORP$92,7990.02%1,035CommonNONE
98419M100XYLXYLEM INC$88,5000.02%600CommonNONE
20825C104COPCONOCOPHILLIPS$86,7410.02%917CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$83,9040.02%184CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$83,7250.02%417CommonNONE
91913Y100VLOVALERO ENERGY CORP$83,2580.02%489CommonNONE
05464C101AXONAXON ENTERPRISE INC$83,2470.02%116CommonNONE
09254E103MYIBLACKROCK MUNIYIELD QUALITY$83,2050.02%7,472CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$80,3460.02%600CommonNONE
291011104EMREMERSON ELEC CO$78,4460.02%598CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$74,2700.01%447CommonNONE
30161N101EXCEXELON CORP$72,1030.01%1,602CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$71,4530.01%504CommonNONE
494368103KMBKIMBERLY-CLARK CORP$68,7040.01%547CommonNONE
58733R102MELIMERCADOLIBRE INC$65,4350.01%28CommonNONE
655844108NSCNORFOLK SOUTHN CORP$65,1900.01%217CommonNONE
79466L302CRMSALESFORCE INC$64,8260.01%273CommonNONE
97717W851DXJWISDOMTREE TR$64,0150.01%500CommonNONE
751212101RLRALPH LAUREN CORP$62,8950.01%200CommonNONE
37954Y442CLOUGLOBAL X FDS$62,5230.01%2,688CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$62,0500.01%941CommonNONE
760759100RSGREPUBLIC SVCS INC$60,3540.01%263CommonNONE
143658300CCL1EURCARNIVAL CORP$59,9780.01%2,075CommonNONE
595112103MUMICRON TECHNOLOGY INC$59,9010.01%358CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$59,8780.01%1,249CommonNONE
11271J107BNBROOKFIELD CORP$59,3220.01%865CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$58,2550.01%120CommonNONE
904767704UNILEVER PLC$56,3160.01%950CommonNONE
460146103IPINTERNATIONAL PAPER CO$56,1440.01%1,210CommonNONE
45073V108ITTITT INC$55,7740.01%312CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$55,3140.01%2,100CommonNONE
66987V109NVSNOVARTIS AG$54,5020.01%425CommonNONE
69351T106PPLPPL CORP$54,3150.01%1,451CommonNONE
67071L106NVGNUVEEN AMT FREE MUN CR INC F$54,2760.01%4,388CommonNONE
209115104EDCONSOLIDATED EDISON INC$53,9800.01%537CommonNONE
00214Q104ARKKARK ETF TR$53,9380.01%625CommonNONE
500754106KHCKRAFT HEINZ CO$53,5390.01%2,056CommonNONE
88579Y101MMM3M CO$52,9170.01%341CommonNONE
654106103NKENIKE INC$52,2820.01%746CommonNONE
773903109ROKROCKWELL AUTOMATION INC$51,7320.01%148CommonNONE
98389B100XELXCEL ENERGY INC$51,2860.01%631CommonNONE
00888H208APRWAIM ETF PRODUCTS TRUST$49,6340.01%1,450CommonNONE
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71844V201PECOPHILLIPS EDISON & CO INC$45,9070.01%1,333CommonNONE
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89151E109TTENTOTALENERGIES SE$45,5130.01%750CommonNONE
87612E106TGTTARGET CORP$44,2230.01%493CommonNONE
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56585A102MPCMARATHON PETE CORP$43,5600.01%226CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$42,1850.01%649CommonNONE
410123103JHSHANCOCK JOHN INCOME SECS TR$42,0660.01%3,603CommonNONE
369550108GDGENERAL DYNAMICS CORP$41,9430.01%123CommonNONE
13321L108CCJCAMECO CORP$41,9300.01%500CommonNONE
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256677105DGDOLLAR GEN CORP NEW$41,6510.01%403CommonNONE
98978V103ZTSZOETIS INC$41,5560.01%284CommonNONE
G0403H108AONAON PLC$41,3640.01%116CommonNONE
56035L104MAINMAIN STR CAP CORP$41,3340.01%650CommonNONE
464287598IWDISHARES TR$40,9220.01%201CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$40,4290.01%375CommonNONE
80105N105SNYSANOFI SA$40,1200.01%850CommonNONE
458140100INTCINTEL CORP$39,2540.01%1,170CommonNONE
177835105CHCOCITY HLDG CO$38,8960.01%314CommonNONE
501044101KRKROGER CO$38,8290.01%576CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$38,7880.01%127CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$38,6280.01%576CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$38,6270.01%647CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$38,2880.01%109CommonNONE
N07059210ASMLASML HOLDING N V$37,7560.01%39CommonNONE
629377508NRGNRG ENERGY INC$36,9250.01%228CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$36,6740.01%82CommonNONE
78468R671FITESPDR SERIES TRUST$35,9380.01%420CommonNONE
693718108PCARPACCAR INC$35,8880.01%365CommonNONE
36828A101GEVGE VERNOVA INC$35,0500.01%57CommonNONE
576485205MTDRMATADOR RES CO$34,4170.01%766CommonNONE
01741R102ATIATI INC$34,1700.01%420CommonNONE
90384S303ULTAULTA BEAUTY INC$33,8990.01%62CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$33,8370.01%69CommonNONE
78464A854SPYMSPDR SERIES TRUST$33,6080.01%429CommonNONE
512807306LRCXLAM RESEARCH CORP$33,5410.01%250CommonNONE
244199105DEDEERE & CO$33,4990.01%73CommonNONE
N3167Y103RACEFERRARI N V$33,4810.01%69CommonNONE
40434L105HPQHP INC$33,3000.01%1,210CommonNONE
29357K103ENVAENOVA INTL INC$33,2620.01%289CommonNONE
03073E105CORCENCORA INC$33,1300.01%106CommonNONE
452308109ITWILLINOIS TOOL WKS INC$32,0220.01%122CommonNONE
674599105OXYOCCIDENTAL PETE CORP$31,0590.01%654CommonNONE
98980G102ZSZSCALER INC$30,5660.01%102CommonNONE
22284P105CVLGCOVENANT LOGISTICS GROUP INC$30,3240.01%1,400CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$30,1570.01%77CommonNONE
053332102AZOAUTOZONE INC$30,0320.01%7CommonNONE
97717Y543WTAIWISDOMTREE TR$29,9880.01%1,050CommonNONE
G87052109TELTE CONNECTIVITY PLC$29,8050.01%136CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$29,4530.01%238CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$29,4410.01%322CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$29,4110.01%177CommonNONE
958102105WDCWESTERN DIGITAL CORP$28,9350.01%241CommonNONE
22052L104CTVACORTEVA INC$28,4060.01%420CommonNONE
828359109SAMGSILVERCREST ASSET MGMT GROUP$28,3500.01%1,800CommonNONE
922908512VOEVANGUARD INDEX FDS$28,0730.01%160CommonNONE
55261F104MTBM & T BK CORP$27,2730.01%138CommonNONE
42226K105HRHEALTHCARE RLTY TR$26,1630.01%1,451CommonNONE
084423102WRBBERKLEY W R CORP$26,1280.01%341CommonNONE
31428X106FDXFEDEX CORP$25,8300.00%109CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$25,7430.00%331CommonNONE
46428Q109SLVISHARES SILVER TR$25,4220.00%600CommonNONE
345370860FFORD MTR CO$24,4830.00%2,047CommonNONE
842587107SOSOUTHERN CO$24,2620.00%256CommonNONE
247361702DALDELTA AIR LINES INC DEL$24,1760.00%426CommonNONE
21036P108STZCONSTELLATION BRANDS INC$23,9720.00%178CommonNONE
78464A870XBISPDR SERIES TRUST$23,6480.00%236CommonNONE
337738108FISVFISERV INC$23,4660.00%182CommonNONE
803054204SAPSAP SE$23,2480.00%87CommonNONE
464287556IBBISHARES TR$22,9550.00%159CommonNONE
704326107PAYXPAYCHEX INC$22,9450.00%181CommonNONE
26614N102DDDUPONT DE NEMOURS INC$22,9030.00%294CommonNONE
172062101CINFCINCINNATI FINL CORP$22,8920.00%144CommonNONE
701094104PHPARKER-HANNIFIN CORP$22,7450.00%30CommonNONE
29084Q100EMEEMCOR GROUP INC$22,7340.00%35CommonNONE
68622V106OGNORGANON & CO$22,4890.00%2,106CommonNONE
031100100AMEAMETEK INC$22,1840.00%118CommonNONE
776696106ROPROPER TECHNOLOGIES INC$21,9430.00%44CommonNONE
78464A581XHESPDR SERIES TRUST$21,8950.00%278CommonNONE
922908538VOTVANGUARD INDEX FDS$21,7730.00%74CommonNONE
16411R208LNGCHENIERE ENERGY INC$21,6190.00%92CommonNONE
89832Q109TFCTRUIST FINL CORP$21,3980.00%468CommonNONE
023608102AEEAMEREN CORP$21,1900.00%203CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$21,0980.00%50CommonNONE
670100205NVONOVO-NORDISK A S$21,0310.00%379CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$20,7000.00%184CommonNONE
988498101YUMYUM BRANDS INC$20,6720.00%136CommonNONE
053611109AVYAVERY DENNISON CORP$20,4340.00%126CommonNONE
219350105GLWCORNING INC$19,7700.00%241CommonNONE
891160509TDTORONTO DOMINION BK ONT$19,5080.00%244CommonNONE
056752108BIDUBAIDU INC$19,5020.00%148CommonNONE
778296103ROSTROSS STORES INC$19,3540.00%127CommonNONE
754730109RJFRAYMOND JAMES FINL INC$19,1590.00%111CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$19,0370.00%771CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$18,8480.00%331CommonNONE
G81276100SIGSIGNET JEWELERS LIMITED$18,5130.00%193CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$18,0030.00%302CommonNONE
651639106NEMNEWMONT CORP$17,9590.00%213CommonNONE
46131J103VKQINVESCO MUNICIPAL TRUST$17,7860.00%1,843CommonNONE
682189105ONON SEMICONDUCTOR CORP$17,6050.00%357CommonNONE
969457100WMBWILLIAMS COS INC$17,2320.00%272CommonNONE
94106B101WCNWASTE CONNECTIONS INC$17,0530.00%97CommonNONE
487836108KKELLANOVA$16,9790.00%207CommonNONE
19247G107COHRCOHERENT CORP$16,9130.00%157CommonNONE
737630103PCHPOTLATCHDELTIC CORPORATION$16,8710.00%414CommonNONE
835699307SONYSONY GROUP CORP$16,5550.00%575CommonNONE
14040H105COFCAPITAL ONE FINL CORP$16,3690.00%77CommonNONE
46429B697USMVISHARES TR$16,3650.00%172CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$15,9100.00%210CommonNONE
03076C106AMPAMERIPRISE FINL INC$15,7200.00%32CommonNONE
941848103WATWATERS CORP$15,5910.00%52CommonNONE
76118Y104REZIRESIDEO TECHNOLOGIES INC$15,5450.00%360CommonNONE
670346105NUENUCOR CORP$15,5020.00%114CommonNONE
34959E109FTNTFORTINET INC$15,3040.00%182CommonNONE
311900104FASTFASTENAL CO$15,0070.00%306CommonNONE
91532F102UMACUNUSUAL MACHS INC$14,7830.00%979CommonNONE
808513105SCHWSCHWAB CHARLES CORP$14,6070.00%153CommonNONE
427866108HSYHERSHEY CO$14,5900.00%78CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$14,5240.00%344CommonNONE
444859102HUMHUMANA INC$14,3590.00%55CommonNONE
780259305SHELSHELL PLC$14,3060.00%200CommonNONE
833445109SNOWSNOWFLAKE INC$14,2100.00%63CommonNONE
142339100CSLCARLISLE COS INC$14,1460.00%43CommonNONE
372460105GPCGENUINE PARTS CO$13,9630.00%100CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$13,9570.00%166CommonNONE
55024U109LITELUMENTUM HLDGS INC$13,8310.00%85CommonNONE
504922105LHLABCORP HOLDINGS INC$13,7800.00%48CommonNONE
278865100ECLECOLAB INC$13,7260.00%50CommonNONE
697435105PANWPALO ALTO NETWORKS INC$13,6440.00%67CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$13,6100.00%347CommonNONE
046353108AZNNASTRAZENECA PLC$13,5030.00%176CommonNONE
92343E102VRSNVERISIGN INC$13,4200.00%48CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$13,4080.00%153CommonNONE
880770102TERTERADYNE INC$13,2140.00%96CommonNONE
126408103CSXCSX CORP$13,1750.00%371CommonNONE
25746U109DDOMINION ENERGY INC$13,0910.00%214CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$12,9570.00%45CommonNONE
03831W108APPAPPLOVIN CORP$12,9340.00%18CommonNONE
49456B101KMIKINDER MORGAN INC DEL$12,4860.00%441CommonNONE
368736104GNRCGENERAC HLDGS INC$12,3890.00%74CommonNONE
902494103TSNTYSON FOODS INC$12,3270.00%227CommonNONE
278642103EBAYEBAY INC.$12,2790.00%135CommonNONE
14149Y108CAHCARDINAL HEALTH INC$12,2430.00%78CommonNONE
902973304USBUS BANCORP DEL$12,2130.00%250CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$11,9760.00%19CommonNONE
231561101CWCURTISS WRIGHT CORP$11,9500.00%22CommonNONE
980745103WWDWOODWARD INC$11,8780.00%47CommonNONE
78440X887SLGSL GREEN RLTY CORP$11,8430.00%198CommonNONE
052769106ADSKAUTODESK INC$11,7550.00%37CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$11,6760.00%355CommonNONE
553368101MPMP MATERIALS CORP$11,6710.00%174CommonNONE
892331307TMTOYOTA MOTOR CORP$11,6570.00%61CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$11,5450.00%66CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$11,4690.00%171CommonNONE
35137L204FOXFOX CORP$11,3440.00%198CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$11,2770.00%135CommonNONE
45337C102INCYINCYTE CORP$11,1960.00%132CommonNONE
013872106AAALCOA CORP$10,9860.00%334CommonNONE
513272104LWLAMB WESTON HLDGS INC$10,9780.00%189CommonNONE
74386T105PFSPROVIDENT FINL SVCS INC$10,9720.00%569CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$10,8050.00%549CommonNONE
81663L200WGSGENEDX HOLDINGS CORP$10,7740.00%100CommonNONE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$10,7640.00%200CommonNONE
833034101SNASNAP ON INC$10,7430.00%31CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$10,6730.00%56CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$10,6200.00%56CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$10,5680.00%55CommonNONE
78442P106SLMSLM CORP$10,5470.00%381CommonNONE
878742204TECKTECK RESOURCES LTD$10,5340.00%240CommonNONE
23331A109DHID R HORTON INC$10,5080.00%62CommonNONE
384802104GWWGRAINGER W W INC$10,4830.00%11CommonNONE
59156R108METMETLIFE INC$10,4800.00%127CommonNONE
303250104FICOFAIR ISAAC CORP$10,4760.00%7CommonNONE
370334104GISGENERAL MLS INC$10,4370.00%207CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$10,4270.00%51CommonNONE
001055102AFLAFLAC INC$10,3890.00%93CommonNONE
227046109CROXCROCS INC$10,3610.00%124CommonNONE
88162G103TTEKTETRA TECH INC NEW$10,3480.00%310CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$10,2470.00%416CommonNONE
26884U109EPREPR PPTYS$10,2100.00%176CommonNONE
256746108DLTRDOLLAR TREE INC$10,1920.00%108CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$10,1710.00%103CommonNONE
871829107SYYSYSCO CORP$10,1280.00%123CommonNONE
26884L109EQTEQT CORP$10,0160.00%184CommonNONE
237194105DRIDARDEN RESTAURANTS INC$9,8990.00%52CommonNONE
37950E416SOCLGLOBAL X FDS$9,7420.00%160CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$9,6450.00%178CommonNONE
018802108LNTALLIANT ENERGY CORP$9,6400.00%143CommonNONE
518439104ELLAUDER ESTEE COS INC$9,5180.00%108CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$9,5060.00%60CommonNONE
133131102CPTCAMDEN PPTY TR$9,3820.00%87CommonNONE
37954Y673PAVEGLOBAL X FDS$9,2880.00%195CommonNONE
889478103TOLTOLL BROTHERS INC$9,1180.00%66CommonNONE
19260Q107COINCOINBASE GLOBAL INC$9,1130.00%27CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$8,9920.00%800CommonNONE
075887109BDXBECTON DICKINSON & CO$8,9850.00%48CommonNONE
09062X103BIIBBIOGEN INC$8,9660.00%64CommonNONE
45168D104IDXXIDEXX LABS INC$8,9450.00%14CommonNONE
784117103SEICSEI INVTS CO$8,9100.00%105CommonNONE
871607107SNPSSYNOPSYS INC$8,8820.00%18CommonNONE
G65163100JOBYJOBY AVIATION INC$8,8770.00%550CommonNONE
125896100CMSCMS ENERGY CORP$8,8650.00%121CommonNONE
892356106TSCOTRACTOR SUPPLY CO$8,8160.00%155CommonNONE
G7S00T104PNRPENTAIR PLC$8,8110.00%80CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$8,7870.00%59CommonNONE
922908595VBKVANGUARD INDEX FDS$8,6310.00%29CommonNONE
09662E109DSMBNY MELLON STRATEGIC MUN BD$8,6000.00%1,447CommonNONE
919794107VLYVALLEY NATL BANCORP$8,5130.00%800CommonNONE
316773100FITBFIFTH THIRD BANCORP$8,4510.00%188CommonNONE
929740108WABWABTEC$8,4210.00%42CommonNONE
G7496G103RNRRENAISSANCERE HLDGS LTD$8,3800.00%33CommonNONE
292102100ESBAEMPIRE ST RLTY OP L P$8,3560.00%1,123CommonNONE
947890109WBSWEBSTER FINL CORP$8,3220.00%140CommonNONE
406216101HALHALLIBURTON CO$8,2910.00%337CommonNONE
754907103RYNRAYONIER INC$8,2810.00%312CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$8,2500.00%100CommonNONE
759530108RELXRELX PLC$8,2150.00%172CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$8,2130.00%59CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$8,1500.00%668CommonNONE
086516101BBYBEST BUY INC$8,1170.00%106CommonNONE
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$8,0960.00%1,234CommonNONE
92556V106VTRSVIATRIS INC$8,0600.00%814CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$7,8950.00%250CommonNONE
055622104BPBP PLC$7,7880.00%226CommonNONE
680223104ORIOLD REP INTL CORP$7,7730.00%183CommonNONE
040413205ANETARISTA NETWORKS INC$7,7230.00%53CommonNONE
174610105CFGCITIZENS FINL GROUP INC$7,6560.00%144CommonNONE

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.