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Kingsview Wealth Management, LLC

Q2 2023 · 13F-HR

Kingsview Wealth Management, LLCholdings as filed

Filed 2023-08-10 · accession 0001791965-23-000004

$2.55B
Reported value
904
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 904

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$117.2M4.59%603,960CommonSOLE
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66538H252MBCCNORTHERN LTS FD TR IV$36.4M1.43%1,354,392CommonNONE
67066G104NVDANVIDIA CORPORATION$35.8M1.41%84,726CommonSOLE
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437076102HDHOME DEPOT INC$19.2M0.75%61,835CommonNONE
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478160104JNJJOHNSON & JOHNSON$18.3M0.72%110,444CommonNONE
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46625H100JPMJPMORGAN CHASE & CO$15.1M0.59%103,831CommonNONE
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57636Q104MAMASTERCARD INCORPORATED$14.7M0.58%37,366CommonSOLE
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254687106DISDISNEY WALT CO$14.1M0.55%158,212CommonSOLE
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032654105ADIANALOG DEVICES INC$11.8M0.46%60,576CommonNONE
855244109SBUXSTARBUCKS CORP$11.1M0.43%111,752CommonSOLE
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808524854SCHRSCHWAB STRATEGIC TR$10.3M0.40%209,127CommonNONE
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25820R105DMLPDORCHESTER MINERALS LP$10.3M0.40%343,389CommonNONE
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88160R101TSLATESLA INC$10.2M0.40%38,958CommonNONE
031162100AMGNAMGEN INC$10.0M0.39%44,975CommonNONE
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911312106UPSUNITED PARCEL SERVICE INC$9.5M0.37%53,142CommonNONE
742718109PGPROCTER AND GAMBLE CO$9.3M0.37%61,407CommonNONE
464288588MBBISHARES TR$9.1M0.36%97,631CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$9.1M0.36%18,883CommonSOLE
78464A508SPYVSPDR SER TR$9.0M0.35%207,193CommonNONE
78409V104SPGIS&P GLOBAL INC$8.9M0.35%22,197CommonNONE
20030N101CMCSACOMCAST CORP NEW$8.7M0.34%208,384CommonNONE
002824100ABTABBOTT LABS$8.4M0.33%77,391CommonNONE
58933Y105MRKMERCK & CO INC$8.3M0.33%72,146CommonNONE
580135101MCDMCDONALDS CORP$8.3M0.33%27,863CommonNONE
33737J174FDTFIRST TR EXCH TRD ALPHDX FD$8.3M0.33%161,866CommonNONE
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$8.3M0.32%81,705CommonNONE
747525103QCOMQUALCOMM INC$8.1M0.32%67,860CommonNONE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$7.9M0.31%118,940CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$7.9M0.31%242,784CommonNONE
548661107LOWLOWES COS INC$7.8M0.31%34,656CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.8M0.31%14,973CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$7.8M0.31%15,925CommonSOLE
464287432TLTISHARES TR$7.7M0.30%75,206CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$7.7M0.30%139,718CommonNONE
922908769VTIVANGUARD INDEX FDS$7.7M0.30%34,858CommonNONE
931142103WMTWALMART INC$7.6M0.30%48,263CommonSOLE
907818108UNPUNION PAC CORP$7.6M0.30%36,984CommonNONE
09247X101BLKCHFBLACKROCK INC$7.3M0.29%10,603CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$7.3M0.29%275,446CommonSOLE
704326107PAYXPAYCHEX INC$7.1M0.28%63,168CommonNONE
882508104TXNTEXAS INSTRS INC$6.9M0.27%38,454CommonNONE
539830109LMTLOCKHEED MARTIN CORP$6.8M0.27%14,807CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$6.8M0.27%15,341CommonNONE
30303M102METAMETA PLATFORMS INC$6.8M0.27%23,693CommonNONE
464288661IEIISHARES TR$6.8M0.27%58,960CommonNONE
191216100KOCOCA COLA CO$6.8M0.27%112,453CommonSOLE
922908736VUGVANGUARD INDEX FDS$6.7M0.26%23,566CommonNONE
78463V107GLDSPDR GOLD TR$6.6M0.26%36,975CommonNONE
009158106APDAIR PRODS & CHEMS INC$6.6M0.26%21,991CommonNONE
464287804IJRISHARES TR$6.4M0.25%64,277CommonNONE
921910816MGKVANGUARD WORLD FD$6.3M0.25%26,750CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$6.2M0.24%32,074CommonSOLE
78464A821MDYGSPDR SER TR$5.9M0.23%82,610CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$5.9M0.23%104,041CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$5.8M0.23%26,527CommonNONE
78464A839MDYVSPDR SER TR$5.8M0.23%84,451CommonNONE
78464A672SPTISPDR SER TR$5.5M0.22%195,687CommonNONE
438516106HONHONEYWELL INTL INC$5.5M0.22%26,634CommonNONE
00039J103YEARAB ACTIVE ETFS INC$5.5M0.22%109,291CommonNONE
02209S103MOALTRIA GROUP INC$5.4M0.21%119,806CommonNONE
464288414MUBISHARES TR$5.4M0.21%50,832CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$5.4M0.21%60,227CommonNONE
464287507IJHISHARES TR$5.4M0.21%20,583CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$5.3M0.21%92,665CommonNONE
922908553VNQVANGUARD INDEX FDS$5.3M0.21%62,881CommonNONE
78464A383SPMBSPDR SER TR$5.2M0.21%238,967CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$5.1M0.20%11,203CommonNONE
690742101OCOWENS CORNING NEW$5.1M0.20%38,807CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$5.0M0.19%104,271CommonNONE
78464A664SPTLSPDR SER TR$4.9M0.19%164,634CommonNONE
609207105MDLZMONDELEZ INTL INC$4.9M0.19%67,450CommonNONE
125523100CITHE CIGNA GROUP$4.9M0.19%17,442CommonNONE
654106103NKENIKE INC$4.8M0.19%43,824CommonSOLE
291011104EMREMERSON ELEC CO$4.8M0.19%53,467CommonSOLE
893641100TDGTRANSDIGM GROUP INC$4.8M0.19%5,390CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$4.8M0.19%41,954CommonNONE
78468R754ONEVSPDR SER TR$4.7M0.19%43,586CommonNONE
695156109PKGPACKAGING CORP AMER$4.7M0.18%35,566CommonNONE
G5960L103MDTMEDTRONIC PLC$4.7M0.18%52,962CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$4.7M0.18%186,275CommonNONE
46429B655FLOTISHARES TR$4.6M0.18%90,561CommonNONE
46138J742IUSINVESCO EXCH TRD SLF IDX FD$4.6M0.18%112,814CommonNONE
902973304USBUS BANCORP DEL$4.5M0.18%137,432CommonNONE
833034101SNASNAP ON INC$4.4M0.17%15,433CommonNONE
922908744VTVVANGUARD INDEX FDS$4.4M0.17%30,783CommonNONE
863667101SYKSTRYKER CORPORATION$4.3M0.17%14,241CommonNONE
025816109AXPAMERICAN EXPRESS CO$4.3M0.17%24,914CommonNONE
33737M102FNYFIRST TR EXCHANGE-TRADED ALP$4.3M0.17%66,989CommonNONE
46434V621DGROISHARES TR$4.3M0.17%83,635CommonNONE
78468R663BILSPDR SER TR$4.3M0.17%46,757CommonNONE
92204A702VGTVANGUARD WORLD FDS$4.3M0.17%9,662CommonNONE
885160101THOTHOR INDS INC$4.2M0.16%40,398CommonNONE
464287457SHYISHARES TR$4.2M0.16%51,255CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$4.1M0.16%259,009CommonNONE
235851102DHRDANAHER CORPORATION$4.1M0.16%17,174CommonNONE
92939U106WECWEC ENERGY GROUP INC$4.1M0.16%46,172CommonNONE
33737M201FNKFIRST TR EXCHANGE-TRADED ALP$4.1M0.16%88,997CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$4.1M0.16%148,970CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$4.0M0.16%108,173CommonNONE
150870103CECELANESE CORP DEL$4.0M0.16%34,503CommonNONE
872540109TJXTJX COS INC NEW$4.0M0.16%46,849CommonNONE
30040W108ESEVERSOURCE ENERGY$4.0M0.16%55,813CommonNONE
458140100INTCINTEL CORP$3.9M0.15%117,085CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$3.9M0.15%42,512CommonNONE
78468R622JNKSPDR SER TR$3.9M0.15%42,098CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$3.8M0.15%72,447CommonNONE
64110D104NTAPNETAPP INC$3.8M0.15%49,976CommonNONE
717081103PFEPFIZER INC$3.8M0.15%103,767CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$3.8M0.15%33,903CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.7M0.15%24,887CommonNONE
G29183103ETNEATON CORP PLC$3.7M0.14%18,374CommonNONE
74164M108PRIPRIMERICA INC$3.7M0.14%18,683CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$3.7M0.14%60,825CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.6M0.14%56,542CommonNONE
464287523SOXXISHARES TR$3.6M0.14%7,013CommonNONE
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22822V101CCICROWN CASTLE INC$3.5M0.14%30,392CommonNONE
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149123101CATCATERPILLAR INC$3.3M0.13%13,288CommonNONE
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35473P744FLJPFRANKLIN TEMPLETON ETF TR$1.7M0.07%62,698CommonNONE
670346105NUENUCOR CORP$1.7M0.07%10,265CommonNONE
92189F643MOATVANECK ETF TRUST$1.7M0.07%21,028CommonNONE
464289867AORISHARES TR$1.7M0.07%32,380CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.7M0.07%15,685CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.7M0.06%613CommonNONE
126408103CSXCSX CORP$1.7M0.06%48,494CommonNONE
892356106TSCOTRACTOR SUPPLY CO$1.6M0.06%7,441CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$1.6M0.06%75,703CommonNONE
036752103ELVELEVANCE HEALTH INC$1.6M0.06%3,667CommonNONE
46431W507NEARISHARES U S ETF TR$1.6M0.06%32,719CommonNONE
98978V103ZTSZOETIS INC$1.6M0.06%9,446CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.6M0.06%7,551CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.6M0.06%28,068CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.6M0.06%3,363CommonNONE
922908637VVVANGUARD INDEX FDS$1.6M0.06%7,895CommonNONE
094235108BLMNBLOOMIN BRANDS INC$1.6M0.06%59,502CommonNONE
156504300CCSCENTURY CMNTYS INC$1.6M0.06%20,780CommonNONE
82509L107SHOPSHOPIFY INC$1.6M0.06%24,433CommonNONE
46434V878ICSHISHARES TR$1.6M0.06%31,378CommonNONE
45783Y814BUFFINNOVATOR ETFS TR$1.6M0.06%41,512CommonNONE
29272W109ENRENERGIZER HLDGS INC NEW$1.5M0.06%45,652CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$1.5M0.06%10,025CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$1.5M0.06%44,136CommonNONE
98980G102ZSZSCALER INC$1.5M0.06%10,231CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$1.5M0.06%68,070CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.5M0.06%14,688CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$1.5M0.06%29,089CommonNONE
911363109URIUNITED RENTALS INC$1.5M0.06%3,294CommonNONE
46432F834IXUSISHARES TR$1.5M0.06%23,405CommonNONE
37954Y715BOTZGLOBAL X FDS$1.5M0.06%50,935CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$1.4M0.06%10,000CommonNONE
46138B103DBCINVESCO DB COMMDY INDX TRCK$1.4M0.06%63,670CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.4M0.06%42,799CommonNONE
00162Q452AMLPALPS ETF TR$1.4M0.06%36,704CommonNONE
922908611VBRVANGUARD INDEX FDS$1.4M0.06%8,637CommonNONE
233051630HDEFDBX ETF TR$1.4M0.06%61,840CommonNONE
46429B697USMVISHARES TR$1.4M0.06%19,155CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$1.4M0.06%60,144CommonNONE
988498101YUMYUM BRANDS INC$1.4M0.06%10,149CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$1.4M0.05%52,749CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$1.4M0.05%14,278CommonNONE
74762E102QUREQUANTA SVCS INC$1.4M0.05%7,047CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.4M0.05%12,156CommonNONE
72201R817CORPPIMCO ETF TR$1.4M0.05%14,239CommonNONE
464287481IWPISHARES TR$1.3M0.05%13,938CommonNONE
464287499IWRISHARES TR$1.3M0.05%18,322CommonNONE
464288687PFFISHARES TR$1.3M0.05%42,543CommonNONE
921937819BIVVANGUARD BD INDEX FDS$1.3M0.05%17,469CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$1.3M0.05%22,269CommonNONE
N07059210ASMLASML HOLDING N V$1.3M0.05%1,800CommonNONE
889478103TOLTOLL BROTHERS INC$1.3M0.05%16,469CommonNONE
806857108SLBSCHLUMBERGER LTD$1.3M0.05%26,504CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$1.3M0.05%13,005CommonNONE
81762P102NOWSERVICENOW INC$1.3M0.05%2,314CommonNONE
50050N103KTBKONTOOR BRANDS INC$1.3M0.05%30,804CommonNONE
33738C103FIRST TR ENERGY INFRASTRCTR$1.3M0.05%88,013CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.3M0.05%75,092CommonNONE
78464A847SPMDSPDR SER TR$1.3M0.05%28,153CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$1.3M0.05%15,496CommonNONE
219350105GLWCORNING INC$1.3M0.05%36,801CommonNONE
46432F842IEFAISHARES TR$1.3M0.05%18,751CommonNONE
16115Q308GTLSCHART INDS INC$1.3M0.05%7,906CommonNONE
25746U109DDOMINION ENERGY INC$1.3M0.05%24,274CommonNONE
723787107PXDEURPIONEER NAT RES CO$1.3M0.05%6,047CommonNONE
922908751VBVANGUARD INDEX FDS$1.2M0.05%6,236CommonNONE
464288448IDVISHARES TR$1.2M0.05%47,043CommonNONE
75700L108RRRRED ROCK RESORTS INC$1.2M0.05%26,356CommonNONE
78468R853SPSMSPDR SER TR$1.2M0.05%31,718CommonNONE
922908595VBKVANGUARD INDEX FDS$1.2M0.05%5,358CommonNONE
97717X701HEDJWISDOMTREE TR$1.2M0.05%14,979CommonNONE
Y0207T100ASCARDMORE SHIPPING CORP$1.2M0.05%98,674CommonNONE
78464A862XSDSPDR SER TR$1.2M0.05%5,506CommonNONE
30161N101EXCEXELON CORP$1.2M0.05%29,894CommonNONE
Y2065G121DHTDHT HOLDINGS INC$1.2M0.05%142,270CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$1.2M0.05%42,689CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.2M0.05%3,508CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$1.2M0.05%35,201CommonNONE
825690100SSTKSHUTTERSTOCK INC$1.2M0.05%24,402CommonNONE
651639106NEMNEWMONT CORP$1.2M0.05%27,784CommonNONE
464288638IGIBISHARES TR$1.2M0.05%23,350CommonNONE
Y2685T131GNKGENCO SHIPPING & TRADING LTD$1.2M0.05%84,113CommonNONE
464288646IGSBISHARES TR$1.2M0.05%23,426CommonNONE
515098101LSTRLANDSTAR SYS INC$1.2M0.05%6,081CommonNONE
47103U209JSMDJANUS DETROIT STR TR$1.2M0.05%18,695CommonNONE
45782C870PAPRINNOVATOR ETFS TR$1.2M0.05%37,567CommonNONE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$1.2M0.05%92,462CommonNONE
46137V878PXIINVESCO EXCHANGE TRADED FD T$1.1M0.05%29,060CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$1.1M0.04%16,134CommonNONE
29977A105EVREVERCORE INC$1.1M0.04%9,272CommonNONE
44267D107HOWARD HUGHES CORP$1.1M0.04%14,483CommonNONE
74933W478OBILRBB FD INC$1.1M0.04%22,800CommonNONE
45782C805UAPRINNOVATOR ETFS TR$1.1M0.04%43,303CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.1M0.04%11,555CommonNONE
29250N105ENBENBRIDGE INC$1.1M0.04%30,363CommonNONE
163851108CCCHEMOURS CO$1.1M0.04%30,572CommonNONE
37954Y319GREKGLOBAL X FDS$1.1M0.04%30,354CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$1.1M0.04%9,280CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.1M0.04%21,456CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$1.1M0.04%46,223CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.1M0.04%6,536CommonNONE
756109104OREALTY INCOME CORP$1.1M0.04%18,488CommonNONE
552676108MDC1USDM D C HLDGS INC$1.1M0.04%23,623CommonNONE
844741108LUVSOUTHWEST AIRLS CO$1.1M0.04%30,437CommonNONE
97717W760DLSWISDOMTREE TR$1.1M0.04%18,395CommonNONE
72201R783HYSPIMCO ETF TR$1.1M0.04%11,905CommonNONE
464287473IWSISHARES TR$1.1M0.04%9,867CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.1M0.04%9,237CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.1M0.04%3,354CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.1M0.04%22,718CommonNONE
670972108XNQPXNUVEEN PENNSYLVANIA QLT MUN$1.1M0.04%95,865CommonNONE
075887109BDXBECTON DICKINSON & CO$1.1M0.04%4,054CommonNONE
46137V381RSPDINVESCO EXCHANGE TRADED FD T$1.1M0.04%7,755CommonNONE
464287168DVYISHARES TR$1.1M0.04%9,404CommonNONE
46434G889EMGFISHARES INC$1.1M0.04%25,560CommonNONE
624756102MLIMUELLER INDS INC$1.1M0.04%12,094CommonNONE
18469Q207CLEARBRIDGE MLP AND MIDSTRM$1.0M0.04%32,985CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$1.0M0.04%21,581CommonNONE
37954Y731KRMAGLOBAL X FDS$1.0M0.04%33,598CommonNONE
201723103CMCCOMMERCIAL METALS CO$1.0M0.04%19,789CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1.0M0.04%12,358CommonNONE
G3922B107GGENPACT LIMITED$1.0M0.04%27,600CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$1.0M0.04%13,807CommonNONE
464286806EWGISHARES INC$1.0M0.04%35,945CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$1.0M0.04%16,321CommonNONE
04010L103ARCCARES CAPITAL CORP$1.0M0.04%54,148CommonNONE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$1.0M0.04%14,452CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.0M0.04%13,167CommonNONE
19842X109STKCOLUMBIA SELIGM PREM TECH GR$1.0M0.04%32,942CommonNONE
464287887IJTISHARES TR$1.0M0.04%8,783CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$1.0M0.04%45,122CommonNONE
674599105OXYOCCIDENTAL PETE CORP$1.0M0.04%17,070CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.0M0.04%2,909CommonNONE
90278Q108UFPIUFP INDUSTRIES INC$998,9820.04%10,293CommonNONE
464288810IHIISHARES TR$996,6320.04%17,652CommonNONE
78464A631XARSPDR SER TR$995,4040.04%8,191CommonNONE
501242101KLICKULICKE & SOFFA INDS INC$995,1930.04%16,740CommonNONE
46434G830EWIISHARES INC$993,4460.04%31,211CommonNONE
739276103POWIPOWER INTEGRATIONS INC$984,5680.04%10,400CommonNONE
33738G104FIRST TR ENERGY INCOME & GRO$983,8930.04%70,631CommonNONE
189054109CLXCLOROX CO DEL$978,6080.04%6,153CommonNONE
46434V407SHYGISHARES TR$975,3240.04%23,530CommonNONE
46434V290SMLFISHARES TR$964,8920.04%17,995CommonNONE
46641Q373BBINJ P MORGAN EXCHANGE TRADED F$962,7160.04%17,539CommonNONE
89151E109TTENTOTALENERGIES SE$958,4500.04%16,628CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$954,3990.04%26,771CommonNONE
46435G326IDEVISHARES TR$953,9610.04%15,608CommonNONE
78468R549XESSPDR SER TR$951,4070.04%12,171CommonNONE
13462K109CWHCAMPING WORLD HLDGS INC$950,2120.04%31,568CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$941,2780.04%18,773CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$939,6330.04%20,356CommonNONE
556269108SHOOMADDEN STEVEN LTD$937,4510.04%28,677CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$934,7760.04%35,475CommonNONE
46138E867PIEINVESCO EXCH TRADED FD TR II$934,2360.04%49,248CommonNONE
780259305SHELSHELL PLC$933,5610.04%15,461CommonNONE
98954M200ZZILLOW GROUP INC$928,8050.04%18,480CommonNONE
03076C106AMPAMERIPRISE FINL INC$923,0730.04%2,779CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$914,4720.04%30,821CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$908,5060.04%5,574CommonNONE
29355A107ENPHENPHASE ENERGY INC$904,3920.04%5,400CommonNONE
001055102AFLAFLAC INC$902,2120.04%12,926CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$899,9420.04%8,064CommonNONE
88339J105TTDTHE TRADE DESK INC$896,6790.04%11,612CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$891,6120.03%11,741CommonNONE
464287648IWOISHARES TR$890,7340.03%3,671CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$888,5160.03%8,452CommonNONE
Y41053102INSWINTERNATIONAL SEAWAYS INC$886,7470.03%23,189CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$880,3340.03%10,836CommonNONE
879105104THQTEKLA HEALTHCARE OPPORTUNITI$879,6610.03%46,128CommonNONE
464288158SUBISHARES TR$874,6750.03%8,407CommonNONE
05368V106AVNTAVIENT CORPORATION$874,6470.03%21,385CommonNONE
98138H101WDAYWORKDAY INC$871,2580.03%3,857CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$868,5130.03%20,743CommonNONE
960413102WLKWESTLAKE CORPORATION$868,1880.03%7,267CommonNONE
09258G104BSTBLACKROCK SCIENCE & TECHNOLO$866,3730.03%25,156CommonNONE
464287606IJKISHARES TR$865,2940.03%11,537CommonNONE
46434V381XTISHARES TR$864,0800.03%15,541CommonNONE
26614N102DDDUPONT DE NEMOURS INC$859,2930.03%12,028CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$856,2440.03%10,768CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$853,4610.03%399CommonNONE
808524607SCHASCHWAB STRATEGIC TR$852,1990.03%19,457CommonNONE
76009N100UPBDUPBOUND GROUP INC$851,6920.03%27,359CommonNONE
46138E800CQQQINVESCO EXCH TRADED FD TR II$845,5510.03%21,320CommonNONE
45782C417PFEBINNOVATOR ETFS TR$842,8760.03%27,375CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$842,2420.03%5,723CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$835,0800.03%30,758CommonNONE
227046109CROXCROCS INC$830,5940.03%7,387CommonNONE
172967424CCITIGROUP INC$825,7520.03%17,936CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$824,9610.03%2,359CommonNONE
66987V109NVSNOVARTIS AG$824,2380.03%8,168CommonNONE
464288885EFGISHARES TR$820,1020.03%8,596CommonNONE
773903109ROKROCKWELL AUTOMATION INC$818,3470.03%2,484CommonNONE
370334104GISGENERAL MLS INC$812,5490.03%10,594CommonNONE
46435G250HYDBISHARES TR$804,8430.03%18,005CommonNONE
46431W598CMDYISHARES U S ETF TR$801,4180.03%16,187CommonNONE
744320102PRUPRUDENTIAL FINL INC$799,0490.03%9,057CommonNONE
682680103OKEONEOK INC NEW$796,8890.03%12,911CommonNONE
08915P101BG3BIG 5 SPORTING GOODS CORP$796,5720.03%86,962CommonNONE
368736104GNRCGENERAC HLDGS INC$791,4330.03%5,307CommonNONE
314211103FHIFEDERATED HERMES INC$788,2700.03%21,988CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$784,4330.03%5,341CommonNONE
56064K100MMDMAINSTAY MACKAY DEFINEDTERM$783,4790.03%45,898CommonNONE
808513105SCHWSCHWAB CHARLES CORP$781,1990.03%13,783CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$779,4810.03%19,477CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$777,8280.03%17,129CommonNONE
46434G103IEMGISHARES INC$774,2290.03%15,708CommonNONE
209115104EDCONSOLIDATED EDISON INC$771,1770.03%8,531CommonNONE
69374H709GCOWPACER FDS TR$768,4240.03%23,180CommonNONE
00162Q387OUSAALPS ETF TR$767,4800.03%17,447CommonNONE
H1467J104CBCHUBB LIMITED$764,8480.03%3,972CommonNONE
31428X106FDXFEDEX CORP$762,7180.03%3,077CommonNONE
23804L103DDOGDATADOG INC$749,7540.03%7,621CommonNONE
91359V107UVEUNIVERSAL INS HLDGS INC$743,0780.03%48,158CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$740,7670.03%88,821CommonNONE
04342Y104ASANASANA INC$736,8850.03%33,434CommonNONE
922908512VOEVANGUARD INDEX FDS$735,0450.03%5,312CommonNONE
78464A888XHBSPDR SER TR$732,9050.03%9,127CommonNONE
443510607HUBBHUBBELL INC$727,7740.03%2,195CommonNONE
337738108FISVFISERV INC$715,5230.03%5,672CommonNONE
610236101MNROMONRO INC$712,0810.03%17,526CommonNONE
464289479ILTBISHARES TR$711,4810.03%13,527CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$711,0900.03%3,146CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$706,0860.03%90,640CommonNONE
92912P108IHDVOYA EMERGING MKTS HIGH DIVI$705,2960.03%135,114CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.