MondegarAI
Kingsview Wealth Management, LLC

Q3 2025 · 13F-HR

Kingsview Wealth Management, LLCholdings as filed

Filed 2025-11-12 · accession 0001791965-25-000007

$6.55B
Reported value
1,194
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Kingsview Wealth Management, LLC · Q3 2025

AI · grounded in 13F

Kingsview Wealth Management, LLC established a new position in MPRO valued at $200.96M. The fund also initiated new stakes in NVDA for $178.32M and MSFT for $151.32M. Additional new positions include SPYG at $144.92M and MAMB at $142.05M.

Holdings as filed

First 500 of 1194

CUSIPTickerIssuerValue% port.SharesClassVoting
66538H245MPRONORTHERN LTS FD TR IV$201.0M3.07%6,586,811CommonNONE
67066G104NVDANVIDIA CORPORATION$178.3M2.72%955,736CommonSOLE
594918104MSFTMICROSOFT CORP$151.3M2.31%292,145CommonSOLE
78464A409SPYGSPDR SERIES TRUST$144.9M2.21%1,386,615CommonNONE
66538H260MAMBNORTHERN LTS FD TR IV$142.0M2.17%5,992,210CommonNONE
037833100AAPLAPPLE INC$139.7M2.13%548,810CommonNONE
464287226AGGISHARES TR$119.6M1.83%1,192,992CommonSOLE
66537J812MVFGNORTHERN LTS FD TR IV$119.3M1.82%3,809,675CommonNONE
66537J838MSSSNORTHERN LTS FD TR IV$118.3M1.81%3,850,206CommonNONE
66538H252MBCCNORTHERN LTS FD TR IV$115.6M1.76%3,136,438CommonNONE
68389X105ORCLORACLE CORP$94.1M1.44%334,421CommonSOLE
78464A672SPTISPDR SERIES TRUST$87.2M1.33%3,016,513CommonNONE
023135106AMZNAMAZON COM INC$80.7M1.23%367,567CommonSOLE
922908363VOOVANGUARD INDEX FDS$74.8M1.14%122,224CommonNONE
66537J820MVFDNORTHERN LTS FD TR IV$74.7M1.14%2,761,615CommonNONE
30303M102METAMETA PLATFORMS INC$71.0M1.08%96,706CommonSOLE
369604301GEGE AEROSPACE$63.7M0.97%211,743CommonSOLE
532457108LLYELI LILLY & CO$63.6M0.97%83,395CommonSOLE
45783Y673SFLRINNOVATOR ETFS TRUST$63.4M0.97%1,760,405CommonNONE
46090E103QQQINVESCO QQQ TR$61.5M0.94%102,364CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$60.8M0.93%215,476CommonSOLE
78464A649SPABSPDR SERIES TRUST$59.8M0.91%2,312,282CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$56.2M0.86%60,736CommonSOLE
64110L106NFLXNETFLIX INC$55.3M0.84%46,111CommonSOLE
66537J846MDPLNORTHERN LTS FD TR IV$54.4M0.83%2,050,368CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$51.1M0.78%181,191CommonNONE
882508104TXNTEXAS INSTRS INC$51.0M0.78%277,713CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$50.5M0.77%88,835CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$49.5M0.76%568,102CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$46.2M0.71%1,097,078CommonSOLE
45783Y244JAJLINNOVATOR ETFS TRUST$44.7M0.68%1,560,730CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$44.4M0.68%8,229CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$41.8M0.64%132,443CommonNONE
11135F101AVGOBROADCOM INC$37.8M0.58%114,554CommonNONE
02079K305GOOGLALPHABET INC$35.7M0.55%147,031CommonNONE
464285204IAUISHARES GOLD TR$35.6M0.54%489,655CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$32.5M0.50%233,518CommonSOLE
464287440IEFISHARES TR$32.1M0.49%332,891CommonSOLE
78464A805SPTMSPDR SERIES TRUST$31.0M0.47%384,490CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$30.9M0.47%125,136CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$30.4M0.46%387,909CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$29.4M0.45%327,719CommonSOLE
45783Y855BALTINNOVATOR ETFS TRUST$27.8M0.42%845,829CommonNONE
78468R663BILSPDR SERIES TRUST$26.4M0.40%287,396CommonNONE
437076102HDHOME DEPOT INC$25.9M0.39%63,809CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$25.4M0.39%38,151CommonNONE
922908736VUGVANGUARD INDEX FDS$25.3M0.39%52,759CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$24.6M0.38%502,892CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$23.1M0.35%386,080CommonNONE
88160R101TSLATESLA INC$22.5M0.34%50,669CommonNONE
478160104JNJJOHNSON & JOHNSON$22.1M0.34%119,364CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$21.6M0.33%43,049CommonNONE
02079K107GOOGALPHABET INC$21.0M0.32%86,214CommonNONE
78463V107GLDSPDR GOLD TR$20.9M0.32%58,692CommonNONE
464287432TLTISHARES TR$20.8M0.32%232,606CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$20.4M0.31%356,984CommonNONE
464288588MBBISHARES TR$20.0M0.31%210,715CommonSOLE
78464A631XARSPDR SERIES TRUST$19.8M0.30%84,296CommonSOLE
92826C839VVISA INC$19.6M0.30%57,398CommonSOLE
46138G805BABINVESCO EXCH TRADED FD TR II$19.5M0.30%713,285CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$19.3M0.29%89,403CommonNONE
092528603BINCBLACKROCK ETF TRUST II$19.2M0.29%361,444CommonNONE
58933Y105MRKMERCK & CO INC$18.2M0.28%217,170CommonSOLE
464287242LQDISHARES TR$18.0M0.28%161,715CommonSOLE
580135101MCDMCDONALDS CORP$18.0M0.27%59,199CommonSOLE
33735K108FTCFIRST TR EXCHANGE-TRADED ALP$17.9M0.27%111,657CommonNONE
464287200IVVISHARES TR$17.7M0.27%26,425CommonNONE
464288828IHFISHARES TR$17.4M0.27%351,526CommonSOLE
30231G102XOMEXXON MOBIL CORP$17.3M0.26%153,471CommonNONE
166764100CVXCHEVRON CORP NEW$16.9M0.26%109,038CommonNONE
46138E586KBWPINVESCO EXCH TRADED FD TR II$16.5M0.25%133,586CommonSOLE
78464A789KIESPDR SERIES TRUST$16.4M0.25%277,176CommonSOLE
00287Y109ABBVABBVIE INC$16.4M0.25%70,947CommonNONE
33735J101FTAFIRST TR EXCHANGE-TRADED ALP$16.3M0.25%195,229CommonNONE
464288810IHIISHARES TR$16.1M0.25%268,688CommonSOLE
46436E718SGOVISHARES TR$16.1M0.25%160,246CommonNONE
921910816MGKVANGUARD WORLD FD$16.1M0.25%40,003CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$16.1M0.25%503,878CommonNONE
464288752ITBISHARES TR$16.0M0.24%148,979CommonSOLE
46137V753PBJINVESCO EXCHANGE TRADED FD T$16.0M0.24%347,923CommonSOLE
747525103QCOMQUALCOMM INC$15.9M0.24%95,726CommonSOLE
78464A888XHBSPDR SERIES TRUST$15.5M0.24%140,059CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$15.1M0.23%254,573CommonNONE
464287150ITOTISHARES TR$14.9M0.23%102,023CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$14.5M0.22%344,643CommonNONE
922908744VTVVANGUARD INDEX FDS$14.5M0.22%77,500CommonNONE
78464A508SPYVSPDR SERIES TRUST$14.4M0.22%260,083CommonNONE
125523100CITHE CIGNA GROUP$14.1M0.22%48,994CommonSOLE
78464A474SPSBSPDR SERIES TRUST$14.1M0.22%466,205CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$14.0M0.21%242,694CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$13.7M0.21%39,611CommonSOLE
69047Q102OVVOVINTIV INC$13.5M0.21%335,041CommonSOLE
742718109PGPROCTER AND GAMBLE CO$13.3M0.20%86,640CommonNONE
72201R585PYLDPIMCO ETF TR$13.2M0.20%493,632CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$13.2M0.20%40,975CommonSOLE
256677105DGDOLLAR GEN CORP NEW$13.2M0.20%127,455CommonSOLE
92189F106GDXVANECK ETF TRUST$13.1M0.20%171,504CommonSHARED
921946406VYMVANGUARD WHITEHALL FDS$13.1M0.20%92,598CommonNONE
75526L886FEGERBB FUND TRUST$12.9M0.20%292,022CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$12.3M0.19%450,222CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$12.2M0.19%122,339CommonSOLE
032654105ADIANALOG DEVICES INC$12.0M0.18%49,028CommonNONE
931142103WMTWALMART INC$11.8M0.18%114,977CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$11.7M0.18%63,917CommonNONE
922908629VOVANGUARD INDEX FDS$11.6M0.18%39,517CommonNONE
92189F676SMHVANECK ETF TRUST$11.5M0.18%35,292CommonNONE
031162100AMGNAMGEN INC$11.5M0.18%40,732CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$11.4M0.17%155,640CommonNONE
65339F101NEENEXTERA ENERGY INC$11.3M0.17%149,808CommonNONE
46434V621DGROISHARES TR$11.3M0.17%165,924CommonNONE
46434V613IUSBISHARES TR$11.2M0.17%239,509CommonNONE
79466L302CRMSALESFORCE INC$11.1M0.17%46,930CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$11.1M0.17%124,556CommonSOLE
002824100ABTABBOTT LABS$10.9M0.17%81,501CommonNONE
33737J174FDTFIRST TR EXCH TRD ALPHDX FD$10.8M0.17%143,367CommonNONE
92189F486FLTRVANECK ETF TRUST$10.8M0.16%421,628CommonNONE
889478103TOLTOLL BROTHERS INC$10.8M0.16%77,851CommonSOLE
372460105GPCGENUINE PARTS CO$10.7M0.16%77,390CommonSOLE
922908769VTIVANGUARD INDEX FDS$10.6M0.16%32,300CommonNONE
548661107LOWLOWES COS INC$10.5M0.16%41,639CommonNONE
291011104EMREMERSON ELEC CO$10.4M0.16%79,340CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$10.4M0.16%29,997CommonSOLE
718172109PMPHILIP MORRIS INTL INC$10.4M0.16%63,879CommonSOLE
87612E106TGTTARGET CORP$10.4M0.16%115,447CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$10.3M0.16%121,985CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$10.2M0.16%144,144CommonSOLE
370334104GISGENERAL MLS INC$10.2M0.16%202,749CommonSOLE
20030N101CMCSACOMCAST CORP NEW$10.1M0.15%322,896CommonSOLE
464287507IJHISHARES TR$10.1M0.15%154,665CommonNONE
235851102DHRDANAHER CORPORATION$10.1M0.15%50,740CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$10.0M0.15%50,808CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$10.0M0.15%70,107CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$9.9M0.15%116,434CommonSOLE
690742101OCOWENS CORNING NEW$9.9M0.15%69,720CommonSOLE
093671105HRBBLOCK H & R INC$9.8M0.15%193,262CommonSOLE
H11356104BGBUNGE GLOBAL SA$9.8M0.15%120,015CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$9.7M0.15%347,608CommonSOLE
09290D101BLKBLACKROCK INC$9.5M0.15%8,188CommonNONE
78464A854SPYMSPDR SERIES TRUST$9.5M0.15%121,742CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$9.5M0.15%605,320CommonNONE
00039J103YEARAB ACTIVE ETFS INC$9.4M0.14%185,324CommonNONE
464287614IWFISHARES TR$9.3M0.14%19,809CommonNONE
G02602103DOXAMDOCS LTD$9.2M0.14%111,761CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$9.0M0.14%181,713CommonNONE
00724F101ADBEADOBE INC$9.0M0.14%25,419CommonSOLE
191216100KOCOCA COLA CO$9.0M0.14%135,162CommonNONE
46090A721ICLOINVESCO ACTIVELY MANAGED EXC$9.0M0.14%349,861CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$9.0M0.14%197,915CommonSOLE
G3922B107GGENPACT LIMITED$8.9M0.14%213,076CommonSOLE
48242W106KBRKBR INC$8.9M0.14%188,676CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$8.9M0.14%35,938CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$8.8M0.13%17,637CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$8.8M0.13%448,918CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$8.7M0.13%130,007CommonNONE
47103U845JAAAJANUS DETROIT STR TR$8.7M0.13%172,181CommonNONE
718546104PSXPHILLIPS 66$8.7M0.13%64,042CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$8.7M0.13%203,047CommonNONE
464288877EFVISHARES TR$8.6M0.13%126,487CommonSHARED
85207H104PHYSSPROTT ASSET MANAGEMENT LP$8.5M0.13%288,639CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$8.5M0.13%44,237CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$8.5M0.13%126,455CommonSOLE
87283Q834TOUST ROWE PRICE ETF INC$8.4M0.13%249,964CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$8.4M0.13%301,636CommonNONE
464287457SHYISHARES TR$8.4M0.13%100,877CommonSOLE
02072L565BOXXEA SERIES TRUST$8.4M0.13%73,366CommonNONE
69344A107PULSPGIM ETF TR$8.4M0.13%167,610CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$8.4M0.13%128,466CommonNONE
33734K109FEXFIRST TR EXCHANGE-TRADED ALP$8.3M0.13%70,813CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$8.2M0.13%28,101CommonNONE
78464A383SPMBSPDR SERIES TRUST$8.2M0.13%367,363CommonNONE
92204A702VGTVANGUARD WORLD FD$8.2M0.13%11,035CommonNONE
922908553VNQVANGUARD INDEX FDS$8.1M0.12%88,352CommonNONE
464288448IDVISHARES TR$8.0M0.12%219,552CommonSHARED
31428X106FDXFEDEX CORP$8.0M0.12%33,937CommonSOLE
025816109AXPAMERICAN EXPRESS CO$8.0M0.12%23,974CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$7.9M0.12%107,740CommonSHARED
704326107PAYXPAYCHEX INC$7.9M0.12%62,304CommonNONE
126650100CVSCVS HEALTH CORP$7.9M0.12%104,432CommonSOLE
92189F791GDXJVANECK ETF TRUST$7.8M0.12%79,175CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$7.8M0.12%41,566CommonSOLE
949746101WMT2WELLS FARGO CO NEW$7.8M0.12%92,750CommonNONE
78468R101SPTSSPDR SERIES TRUST$7.6M0.12%260,890CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$7.6M0.12%326,840CommonSHARED
89832Q109TFCTRUIST FINL CORP$7.6M0.12%166,335CommonNONE
00206R102TAT&T INC$7.5M0.12%267,347CommonNONE
46431W507NEARISHARES U S ETF TR$7.5M0.12%146,993CommonNONE
78464A755XMESPDR SERIES TRUST$7.5M0.11%80,119CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$7.5M0.11%15,203CommonNONE
G29183103ETNEATON CORP PLC$7.4M0.11%19,824CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$7.4M0.11%175,244CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$7.3M0.11%219,361CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$7.3M0.11%77,981CommonNONE
464288273SCZISHARES TR$7.3M0.11%95,112CommonSHARED
97717Y527USFRWISDOMTREE TR$7.2M0.11%143,646CommonNONE
609207105MDLZMONDELEZ INTL INC$7.2M0.11%115,589CommonNONE
75513E101RTXRTX CORPORATION$7.2M0.11%43,146CommonNONE
14020Y508CGCBCAPITAL GRP FIXED INCM ETF T$7.1M0.11%267,579CommonNONE
969457100WMBWILLIAMS COS INC$7.1M0.11%112,237CommonNONE
512807306LRCXLAM RESEARCH CORP$7.1M0.11%52,916CommonNONE
37954Y830COPXGLOBAL X FDS$7.0M0.11%116,442CommonSHARED
46138E222IDMOINVESCO EXCH TRADED FD TR II$7.0M0.11%128,771CommonNONE
500767306KWEBKRANESHARES TRUST$6.9M0.11%164,690CommonSHARED
872540109TJXTJX COS INC NEW$6.9M0.11%47,785CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$6.9M0.11%57,224CommonNONE
713448108PEPPEPSICO INC$6.9M0.11%48,962CommonNONE
78468R408SJNKSPDR SERIES TRUST$6.9M0.10%267,923CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$6.6M0.10%53,547CommonNONE
756109104OREALTY INCOME CORP$6.6M0.10%108,476CommonNONE
01989A704ASCEALLSPRING EXCHANGE TRADED FU$6.5M0.10%246,010CommonNONE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$6.5M0.10%71,338CommonNONE
69374H360COWGPACER FDS TR$6.4M0.10%177,613CommonNONE
69344A834PAAAPGIM ETF TR$6.4M0.10%123,567CommonNONE
33737M102FNYFIRST TR EXCHANGE-TRADED ALP$6.3M0.10%68,754CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$6.3M0.10%105,057CommonNONE
33739P855FPEIFIRST TR EXCH TRADED FD III$6.3M0.10%323,582CommonNONE
33738D838MGOVFIRST TR EXCHANGE-TRADED FD$6.2M0.09%302,436CommonNONE
907818108UNPUNION PAC CORP$6.1M0.09%25,944CommonNONE
060505104BACBANK AMERICA CORP$6.1M0.09%118,497CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$6.1M0.09%194,391CommonSHARED
33740F888UCONFIRST TR EXCHNG TRADED FD VI$6.1M0.09%241,595CommonNONE
78468R622JNKSPDR SERIES TRUST$6.1M0.09%61,828CommonNONE
464286772EWYISHARES INC$6.0M0.09%75,030CommonSHARED
29250N105ENBENBRIDGE INC$6.0M0.09%118,594CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$6.0M0.09%22,837CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$5.9M0.09%128,724CommonSHARED
20825C104COPCONOCOPHILLIPS$5.9M0.09%62,569CommonSOLE
893641100TDGTRANSDIGM GROUP INC$5.9M0.09%4,488CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5.9M0.09%134,306CommonNONE
464289180EUFNISHARES TR$5.9M0.09%171,090CommonSHARED
46434V696IPACISHARES TR$5.9M0.09%79,816CommonSHARED
00162Q452AMLPALPS ETF TR$5.8M0.09%124,622CommonNONE
438516106HONHONEYWELL INTL INC$5.8M0.09%27,641CommonNONE
009158106APDAIR PRODS & CHEMS INC$5.8M0.09%21,244CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$5.8M0.09%65,895CommonSHARED
09174C104BITBBITWISE BITCOIN ETF TR$5.7M0.09%92,212CommonNONE
464286400EWZISHARES INC$5.7M0.09%185,073CommonSHARED
46435G334EWUISHARES TR$5.7M0.09%136,337CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$5.7M0.09%9,274CommonNONE
78409V104SPGIS&P GLOBAL INC$5.6M0.09%11,603CommonNONE
464286608EZUISHARES INC$5.6M0.09%90,958CommonSHARED
81369Y506XLESELECT SECTOR SPDR TR$5.6M0.09%62,848CommonNONE
464287804IJRISHARES TR$5.6M0.09%47,111CommonNONE
46641Q191BBEUJ P MORGAN EXCHANGE TRADED F$5.6M0.09%80,050CommonSHARED
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$5.6M0.08%92,327CommonNONE
46434V456IQLTISHARES TR$5.6M0.08%125,689CommonSHARED
25434V765DIHPDIMENSIONAL ETF TRUST$5.6M0.08%182,716CommonSHARED
922042742VTVANGUARD INTL EQUITY INDEX F$5.5M0.08%40,194CommonNONE
46434V738IEURISHARES TR$5.5M0.08%81,238CommonSHARED
46429B689EFAVISHARES TR$5.5M0.08%65,198CommonSHARED
46137V498XSMOINVESCO EXCHANGE TRADED FD T$5.5M0.08%74,689CommonNONE
00214Q104ARKKARK ETF TR$5.5M0.08%63,504CommonNONE
149123101CATCATERPILLAR INC$5.5M0.08%11,468CommonNONE
02209S103MOALTRIA GROUP INC$5.5M0.08%82,611CommonNONE
92939U106WECWEC ENERGY GROUP INC$5.5M0.08%47,584CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$5.4M0.08%76,893CommonNONE
69374H881COWZPACER FDS TR$5.4M0.08%93,571CommonNONE
88579Y101MMM3M CO$5.4M0.08%34,653CommonNONE
17275R102CSCOCISCO SYS INC$5.4M0.08%78,260CommonNONE
452308109ITWILLINOIS TOOL WKS INC$5.3M0.08%20,409CommonNONE
46432F842IEFAISHARES TR$5.3M0.08%60,710CommonNONE
14021D107CGBLCAPITAL GROUP CORE BALANCED$5.3M0.08%151,268CommonNONE
33737M409FYTFIRST TR EXCHANGE-TRADED ALP$5.2M0.08%93,611CommonNONE
863667101SYKSTRYKER CORPORATION$5.2M0.08%14,009CommonNONE
464287655IWMISHARES TR$5.1M0.08%21,064CommonNONE
464288414MUBISHARES TR$5.1M0.08%47,571CommonNONE
03743Q108APAAPA CORPORATION$5.1M0.08%208,287CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$5.1M0.08%93,873CommonNONE
25820R105DMLPDORCHESTER MINERALS LP$5.0M0.08%194,591CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$5.0M0.08%191,353CommonNONE
78464A201SLYGSPDR SERIES TRUST$5.0M0.08%52,988CommonNONE
82509L107SHOPSHOPIFY INC$5.0M0.08%33,453CommonNONE
78464A300SLYVSPDR SERIES TRUST$5.0M0.08%55,865CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$4.9M0.07%109,857CommonNONE
46434V282LRGFISHARES TR$4.8M0.07%69,951CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$4.8M0.07%67,599CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$4.8M0.07%229,798CommonNONE
974250102WINAWINMARK CORP$4.8M0.07%9,550CommonSOLE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$4.7M0.07%100,621CommonNONE
464289438IWYISHARES TR$4.7M0.07%17,036CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.6M0.07%16,585CommonNONE
36828A101GEVGE VERNOVA INC$4.6M0.07%7,530CommonNONE
46435G409IVLUISHARES TR$4.6M0.07%130,362CommonNONE
717081103PFEPFIZER INC$4.6M0.07%181,491CommonNONE
254687106DISDISNEY WALT CO$4.6M0.07%40,217CommonNONE
482480100KLACKLA CORP$4.6M0.07%4,263CommonNONE
097023105BABOEING CO$4.6M0.07%21,218CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$4.6M0.07%90,221CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$4.5M0.07%45,498CommonNONE
697435105PANWPALO ALTO NETWORKS INC$4.5M0.07%22,234CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$4.5M0.07%45,468CommonSOLE
46138E339SPMOINVESCO EXCH TRADED FD TR II$4.5M0.07%36,777CommonNONE
56585A102MPCMARATHON PETE CORP$4.4M0.07%23,027CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$4.4M0.07%69,792CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$4.4M0.07%5,500CommonNONE
78468R770ONEYSPDR SERIES TRUST$4.4M0.07%38,643CommonNONE
464287481IWPISHARES TR$4.4M0.07%30,646CommonNONE
922908637VVVANGUARD INDEX FDS$4.4M0.07%14,161CommonNONE
770700102HOODROBINHOOD MKTS INC$4.4M0.07%30,422CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$4.4M0.07%26,919CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$4.3M0.07%32,399CommonNONE
92647N535USTBVICTORY PORTFOLIOS II$4.3M0.07%84,551CommonNONE
72201R866MUNIPIMCO ETF TR$4.3M0.07%82,387CommonNONE
97717Y477QGRWWISDOMTREE TR$4.3M0.07%75,008CommonNONE
464288638IGIBISHARES TR$4.3M0.06%78,603CommonNONE
816851109SRESEMPRA$4.2M0.06%47,015CommonNONE
46429B697USMVISHARES TR$4.2M0.06%43,887CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$4.2M0.06%9,099CommonNONE
46641Q845JPSEJ P MORGAN EXCHANGE TRADED F$4.2M0.06%83,355CommonNONE
H1467J104CBCHUBB LIMITED$4.1M0.06%14,642CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$4.1M0.06%77,663CommonSOLE
464287309IVWISHARES TR$4.1M0.06%34,110CommonNONE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$4.1M0.06%60,576CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$4.1M0.06%224,017CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$4.1M0.06%30,110CommonNONE
464287101OEFISHARES TR$4.1M0.06%12,192CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$3.9M0.06%14,129CommonNONE
87612G101TRGPTARGA RES CORP$3.9M0.06%23,282CommonNONE
806857108SLBSCHLUMBERGER LTD$3.9M0.06%113,287CommonSOLE
37954Y673PAVEGLOBAL X FDS$3.9M0.06%80,957CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$3.8M0.06%168,820CommonNONE
14021M107CGIECAPITAL GROUP INTERNATIONAL$3.8M0.06%113,710CommonNONE
922908538VOTVANGUARD INDEX FDS$3.8M0.06%13,015CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.8M0.06%19,966CommonNONE
444859102HUMHUMANA INC$3.8M0.06%14,507CommonSOLE
464287598IWDISHARES TR$3.8M0.06%18,497CommonNONE
74762E102QUREQUANTA SVCS INC$3.8M0.06%9,078CommonNONE
842587107SOSOUTHERN CO$3.7M0.06%39,392CommonNONE
922907746VTEBVANGUARD MUN BD FDS$3.7M0.06%74,191CommonNONE
78464A821MDYGSPDR SERIES TRUST$3.7M0.06%40,418CommonNONE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$3.6M0.06%105,272CommonNONE
29273V100ETENERGY TRANSFER L P$3.6M0.06%212,350CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$3.6M0.06%17,996CommonNONE
075887109BDXBECTON DICKINSON & CO$3.6M0.06%19,306CommonSOLE
464287499IWRISHARES TR$3.6M0.06%37,312CommonNONE
78433H675QQQINEOS ETF TRUST$3.5M0.05%65,493CommonNONE
05379B107AVAAVISTA CORP$3.5M0.05%93,605CommonSOLE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$3.5M0.05%136,614CommonNONE
09260D107BXBLACKSTONE INC$3.5M0.05%20,576CommonNONE
46432F834IXUSISHARES TR$3.5M0.05%41,891CommonNONE
313148306AGMFEDERAL AGRIC MTG CORP$3.4M0.05%20,517CommonSOLE
369550108GDGENERAL DYNAMICS CORP$3.4M0.05%10,090CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$3.4M0.05%75,034CommonNONE
33738D788FTCBFIRST TR EXCHANGE-TRADED FD$3.4M0.05%161,003CommonNONE
46429B655FLOTISHARES TR$3.4M0.05%66,801CommonNONE
33737J182FEMFIRST TR EXCH TRD ALPHDX FD$3.4M0.05%125,450CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$3.4M0.05%25,165CommonNONE
74347G242ISPYPROSHARES TR$3.4M0.05%74,928CommonNONE
46817M107JXNJACKSON FINANCIAL INC$3.4M0.05%33,318CommonSOLE
626717102MURMURPHY OIL CORP$3.4M0.05%118,676CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.4M0.05%6,934CommonNONE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$3.4M0.05%97,902CommonNONE
026874784AIGAMERICAN INTL GROUP INC$3.3M0.05%42,560CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$3.3M0.05%31,801CommonNONE
46429B663HDVISHARES TR$3.3M0.05%27,229CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$3.3M0.05%42,625CommonNONE
92828Q109VRTSVIRTUS INVT PARTNERS INC$3.3M0.05%17,404CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.3M0.05%60,686CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$3.3M0.05%43,204CommonNONE
922908751VBVANGUARD INDEX FDS$3.3M0.05%12,882CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$3.3M0.05%86,076CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$3.3M0.05%85,314CommonNONE
038222105AMATAPPLIED MATLS INC$3.3M0.05%15,915CommonNONE
81762P102NOWSERVICENOW INC$3.3M0.05%3,533CommonNONE
559663109MGYMAGNOLIA OIL & GAS CORP$3.2M0.05%135,739CommonSOLE
500643200KFYKORN FERRY$3.2M0.05%46,211CommonSOLE
22052L104CTVACORTEVA INC$3.2M0.05%47,372CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$3.2M0.05%81,026CommonNONE
45784N536DDFLINNOVATOR ETFS TRUST$3.2M0.05%157,910CommonNONE
61774R841EVTRMORGAN STANLEY ETF TRUST$3.2M0.05%61,828CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$3.2M0.05%11,324CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$3.2M0.05%19,948CommonSOLE
749685103RPMRPM INTL INC$3.1M0.05%26,653CommonNONE
46428Q109SLVISHARES SILVER TR$3.1M0.05%73,820CommonNONE
698813102PZZAPAPA JOHNS INTL INC$3.1M0.05%64,483CommonSOLE
553530106MSMMSC INDL DIRECT INC$3.1M0.05%33,424CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$3.0M0.05%15,013CommonNONE
921937835BNDVANGUARD BD INDEX FDS$3.0M0.05%40,450CommonNONE
418056107HASHASBRO INC$3.0M0.05%39,610CommonSOLE
78433H303SPYINEOS ETF TRUST$3.0M0.05%57,439CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$3.0M0.05%64,758CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$3.0M0.05%31,857CommonNONE
46434V803HEFAISHARES TR$3.0M0.05%74,946CommonNONE
94106L109WMWASTE MGMT INC DEL$3.0M0.05%13,400CommonNONE
37954Y871URAGLOBAL X FDS$3.0M0.05%62,029CommonNONE
464287523SOXXISHARES TR$3.0M0.05%10,891CommonNONE
040413205ANETARISTA NETWORKS INC$2.9M0.04%20,192CommonNONE
103304101BYDBOYD GAMING CORP$2.9M0.04%34,012CommonSOLE
G54950103LINLINDE PLC$2.9M0.04%6,123CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$2.9M0.04%64,913CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$2.8M0.04%31,724CommonNONE
464287465EFAISHARES TR$2.8M0.04%30,128CommonNONE
724479100PBIPITNEY BOWES INC$2.8M0.04%246,540CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$2.8M0.04%20,798CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.8M0.04%9,315CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$2.8M0.04%23,264CommonNONE
886364462YALLTIDAL TRUST I$2.8M0.04%61,170CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$2.7M0.04%28,051CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$2.7M0.04%24,316CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$2.7M0.04%62,549CommonNONE
682680103OKEONEOK INC NEW$2.7M0.04%36,722CommonNONE
46434V274INTFISHARES TR$2.7M0.04%74,592CommonNONE
Y2065G121DHTDHT HOLDINGS INC$2.7M0.04%222,318CommonSOLE
00039J509FWDAB ACTIVE ETFS INC$2.7M0.04%26,192CommonNONE
46654Q781JPEFJ P MORGAN EXCHANGE TRADED F$2.6M0.04%35,559CommonNONE
46641Q308JPEMJ P MORGAN EXCHANGE TRADED F$2.6M0.04%44,651CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$2.6M0.04%53,413CommonNONE
244199105DEDEERE & CO$2.6M0.04%5,649CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$2.5M0.04%16,873CommonNONE
58155Q103MCKMCKESSON CORP$2.5M0.04%3,278CommonNONE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$2.5M0.04%127,719CommonNONE
91879Q109MTNVAIL RESORTS INC$2.5M0.04%16,885CommonSOLE
902973304USBUS BANCORP DEL$2.5M0.04%51,942CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$2.5M0.04%38,758CommonNONE
743606105PBPROSPERITY BANCSHARES INC$2.5M0.04%37,735CommonNONE
488401100KMPRKEMPER CORP$2.5M0.04%48,378CommonSOLE
33740U729BUFZFIRST TR EXCHNG TRADED FD VI$2.5M0.04%95,984CommonNONE
92840M102VSTVISTRA CORP$2.5M0.04%12,538CommonNONE
892356106TSCOTRACTOR SUPPLY CO$2.4M0.04%43,003CommonNONE
46138E669PGHYINVESCO EXCH TRADED FD TR II$2.4M0.04%121,960CommonNONE
464287671IUSGISHARES TR$2.4M0.04%14,773CommonNONE
458140100INTCINTEL CORP$2.4M0.04%72,333CommonNONE
14040H105COFCAPITAL ONE FINL CORP$2.4M0.04%11,381CommonNONE
464288307IMCGISHARES TR$2.4M0.04%29,194CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$2.4M0.04%21,819CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$2.4M0.04%95,720CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2.4M0.04%15,535CommonNONE
74340W103PLDPROLOGIS INC.$2.4M0.04%20,678CommonNONE
594972408MSTRSTRATEGY INC$2.4M0.04%7,313CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$2.3M0.04%84,752CommonNONE
37954Y574AUSFGLOBAL X FDS$2.3M0.04%49,946CommonNONE
464288513HYGISHARES TR$2.3M0.04%28,509CommonNONE
46137V191RFVINVESCO EXCHANGE TRADED FD T$2.3M0.04%17,944CommonNONE
922040845VBILVANGUARD INSTL INDEX FD$2.3M0.03%29,869CommonNONE
98149E303GLDMWORLD GOLD TR$2.3M0.03%29,534CommonNONE
922908512VOEVANGUARD INDEX FDS$2.3M0.03%12,914CommonNONE
855244109SBUXSTARBUCKS CORP$2.3M0.03%26,644CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$2.2M0.03%176,832CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.2M0.03%7,332CommonNONE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$2.2M0.03%22,652CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$2.2M0.03%39,872CommonNONE
922908595VBKVANGUARD INDEX FDS$2.2M0.03%7,275CommonNONE
921937827BSVVANGUARD BD INDEX FDS$2.2M0.03%27,339CommonNONE
78468R853SPSMSPDR SERIES TRUST$2.1M0.03%46,240CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2.1M0.03%25,480CommonNONE
14021N105CGNGCAPITAL GROUP NEW GEOGRAPHY$2.1M0.03%66,454CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$2.0M0.03%57,986CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$2.0M0.03%42,624CommonNONE
064058100BKBANK NEW YORK MELLON CORP$2.0M0.03%18,411CommonNONE
654106103NKENIKE INC$2.0M0.03%28,531CommonNONE
464287705IJJISHARES TR$2.0M0.03%15,297CommonNONE
464287622IWBISHARES TR$2.0M0.03%5,422CommonNONE
74347G234IQQQPROSHARES TR$2.0M0.03%44,869CommonNONE
16411R208LNGCHENIERE ENERGY INC$2.0M0.03%8,403CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$1.9M0.03%27,824CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.9M0.03%4,257CommonNONE
126408103CSXCSX CORP$1.9M0.03%53,115CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$1.9M0.03%40,182CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.9M0.03%37,985CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.9M0.03%11,110CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$1.9M0.03%44,980CommonNONE
922475108VEEVVEEVA SYS INC$1.9M0.03%6,277CommonNONE
14022A102CGMMCAPITAL GROUP EQUITY ETF TR$1.9M0.03%65,627CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$1.9M0.03%31,313CommonNONE
33733E823FTGSFIRST TR EXCHANGE-TRADED FD$1.9M0.03%51,752CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$1.9M0.03%13,029CommonNONE
345370860FFORD MTR CO$1.8M0.03%154,093CommonNONE
12572Q105CMECME GROUP INC$1.8M0.03%6,810CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.8M0.03%3,966CommonNONE
375558103GILDGILEAD SCIENCES INC$1.8M0.03%16,513CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.8M0.03%10,741CommonNONE
33737M201FNKFIRST TR EXCHANGE-TRADED ALP$1.8M0.03%32,970CommonNONE
886364819FXEDTIDAL TRUST I$1.8M0.03%98,525CommonNONE
78464A862XSDSPDR SERIES TRUST$1.8M0.03%5,684CommonNONE
04010L103ARCCARES CAPITAL CORP$1.8M0.03%88,094CommonNONE
90384S303ULTAULTA BEAUTY INC$1.8M0.03%3,270CommonNONE
172967424CCITIGROUP INC$1.8M0.03%17,532CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.8M0.03%4,197CommonNONE
18469P209EMOCLEARBRIDGE ENERGY MIDSTRM O$1.8M0.03%39,406CommonNONE
464288661IEIISHARES TR$1.8M0.03%14,738CommonNONE
922908611VBRVANGUARD INDEX FDS$1.8M0.03%8,429CommonNONE
46435U861DIVBISHARES TR$1.8M0.03%33,531CommonNONE
N07059210ASMLASML HOLDING N V$1.7M0.03%1,805CommonNONE
46434G889EMGFISHARES INC$1.7M0.03%30,850CommonNONE
146869102CVNACARVANA CO$1.7M0.03%4,615CommonNONE
46641Q274JSCPJ P MORGAN EXCHANGE TRADED F$1.7M0.03%36,536CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$1.7M0.03%64,097CommonNONE
33740F821AFLGFIRST TR EXCHNG TRADED FD VI$1.7M0.03%44,483CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.7M0.03%5,243CommonNONE
464288687PFFISHARES TR$1.7M0.03%53,552CommonNONE
988498101YUMYUM BRANDS INC$1.7M0.03%11,025CommonNONE
37960A438CLIPGLOBAL X FDS$1.7M0.03%16,665CommonNONE
001055102AFLAFLAC INC$1.7M0.03%14,963CommonNONE
464287473IWSISHARES TR$1.7M0.03%11,950CommonNONE
78464A375SPIBSPDR SERIES TRUST$1.7M0.03%49,231CommonNONE
75734B100RDDTREDDIT INC$1.6M0.02%7,031CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.6M0.02%28,475CommonNONE
G5960L103MDTMEDTRONIC PLC$1.6M0.02%16,961CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.6M0.02%56,954CommonNONE
74164M108PRIPRIMERICA INC$1.6M0.02%5,786CommonNONE
464288646IGSBISHARES TR$1.6M0.02%30,238CommonNONE

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.