MondegarAI
HighMark Wealth Management LLC

Q2 2024 · 13F-HR

HighMark Wealth Management LLCholdings as filed

Filed 2024-07-29 · accession 0001802451-24-000003

$166.2M
Reported value
587
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 587

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$60.3M36.3%110,255CommonNONE
464288877EFVISHARES TR$14.0M8.42%263,927CommonNONE
464287655IWMISHARES TR$12.3M7.39%60,566CommonNONE
464287804IJRISHARES TR$9.0M5.44%84,755CommonNONE
464287663IUSVISHARES TR$7.1M4.24%80,012CommonNONE
949746101WMT2WELLS FARGO CO NEW$4.4M2.67%74,785CommonNONE
464287507IJHISHARES TR$4.3M2.58%73,226CommonNONE
46138E842DWASINVESCO EXCH TRADED FD TR II$4.1M2.50%48,777CommonNONE
71377E105PFMTUSDPERFORMANT FINL CORP$2.3M1.37%785,550CommonNONE
532457108LLYELI LILLY &CO$2.0M1.21%2,215CommonNONE
04963C209ATRCATRICURE INC$1.6M0.96%69,725CommonNONE
464287408IVEISHARES TR$1.5M0.90%8,208CommonNONE
037833100AAPLAPPLE INC$1.5M0.88%6,942CommonNONE
594918104MSFTMICROSOFT CORP$1.4M0.86%3,200CommonNONE
67066G104NVDANVIDIA CORPORATION$1.3M0.80%10,776CommonNONE
64049M209NEONEOGENOMICS INC$1.3M0.77%92,800CommonNONE
02081G201ATECALPHATEC HLDGS INC$1.1M0.68%107,400CommonNONE
902973304USBUS BANCORP DEL$1.1M0.68%28,270CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$1.1M0.67%5,489CommonNONE
875372203TNDMTANDEM DIABETES CARE INC$1.1M0.66%27,170CommonNONE
464287226AGGISHARES TR$1.1M0.65%11,166CommonNONE
464287432TLTISHARES TR$1.1M0.64%11,597CommonNONE
88579Y101MMM3M CO$926,4270.56%9,066CommonNONE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$895,5760.54%19,995CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$851,4460.51%22,603CommonNONE
742718109PGPROCTER AND GAMBLE CO$842,3830.51%5,108CommonNONE
152309100CNTACENTESSA PHARMACEUTICALS PLC$839,7900.51%93,000CommonNONE
464287630IWNISHARES TR$832,4390.50%5,466CommonNONE
922908363VOOVANGUARD INDEX FDS$777,8020.47%1,555CommonNONE
729139105PLRXPLIANT THERAPEUTICS INC$725,6250.44%67,500CommonNONE
69913P105FNAUSDPARAGON 28 INC$660,8200.40%96,611CommonNONE
464287705IJJISHARES TR$638,6060.38%5,628CommonNONE
922908769VTIVANGUARD INDEX FDS$627,0650.38%2,344CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$625,2590.38%1,149CommonNONE
98389B100XELXCEL ENERGY INC$614,2870.37%11,501CommonNONE
023135106AMZNAMAZON COM INC$605,5880.36%3,134CommonNONE
464287457SHYISHARES TR$593,4540.36%7,268CommonNONE
464287879IJSISHARES TR$584,0790.35%6,005CommonNONE
05156V102AUPHAURINIA PHARMACEUTICALS INC$520,7290.31%91,196CommonNONE
278865100ECLECOLAB INC$491,8000.30%2,066CommonNONE
002824100ABTABBOTT LABS$437,4900.26%4,210CommonNONE
922908637VVVANGUARD INDEX FDS$416,2550.25%1,668CommonNONE
464287101OEFISHARES TR$406,3850.24%1,538CommonNONE
404280406HSBCHSBC HLDGS PLC$394,8710.24%9,077CommonNONE
30231G102XOMEXXON MOBIL CORP$356,2770.21%3,095CommonNONE
252131107DXCMDEXCOM INC$344,2220.21%3,036CommonNONE
G72800108PRTAPROTHENA CORP PLC$340,6010.20%16,502CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$326,1680.20%384CommonNONE
759910102KRMDKORU MEDICAL SYSTEMS INC$320,4780.19%120,935CommonNONE
743713109PRLBPROTO LABS INC$307,2010.18%9,945CommonNONE
457669307INSMINSMED INC$306,5250.18%4,575CommonNONE
194162103CLCOLGATE PALMOLIVE CO$291,1200.18%3,000CommonNONE
464287465EFAISHARES TR$258,2680.16%3,297CommonNONE
825704109SIBNSI-BONE INC$245,6700.15%19,000CommonNONE
02079K107GOOGALPHABET INC$244,5770.15%1,333CommonNONE
88160R101TSLATESLA INC$241,6110.15%1,221CommonNONE
02079K305GOOGLALPHABET INC$232,4970.14%1,250CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$223,0550.13%3,069CommonNONE
464287499IWRISHARES TR$220,7060.13%2,722CommonNONE
46432F842IEFAISHARES TR$213,0810.13%2,933CommonNONE
78464A870XBISPDR SER TR$206,1080.12%2,223CommonNONE
422806109HEIHEICO CORP NEW$202,1430.12%904CommonNONE
032654105ADIANALOG DEVICES INC$196,9880.12%863CommonNONE
98420N105XENEXENON PHARMACEUTICALS INC$194,9500.12%5,000CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$189,0420.11%792CommonNONE
086516101BBYBEST BUY INC$189,0410.11%2,243CommonNONE
46090E103QQQINVESCO QQQ TR$180,4340.11%377CommonNONE
478160104JNJJOHNSON &JOHNSON$179,5950.11%1,229CommonNONE
378973408GSATUSDGLOBALSTAR INC$166,3200.10%148,500CommonNONE
713448108PEPPEPSICO INC$162,6090.10%986CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$162,3130.10%399CommonNONE
00724F101ADBEADOBE INC$156,1070.09%281CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$154,8420.09%304CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$146,8570.09%1,663CommonNONE
219798105QDELQUIDELORTHO CORP$142,5140.09%4,290CommonNONE
235851102DHRDANAHER CORPORATION$139,8020.08%560CommonNONE
254687106DISDISNEY WALT CO$138,4610.08%1,395CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$138,3440.08%420CommonNONE
24610T108VFLABRDN NATL MUN INCOME FD$136,0160.08%12,880CommonNONE
311900104FASTFASTENAL CO$134,6040.08%2,142CommonNONE
78409V104SPGIS&P GLOBAL INC$133,8000.08%300CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$131,3250.08%759CommonNONE
92826C839VVISA INC$123,3510.07%470CommonNONE
G5960L103MDTMEDTRONIC PLC$122,7540.07%1,560CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$121,6140.07%1,689CommonNONE
947890109WBSWEBSTER FINL CORP$120,1740.07%2,757CommonNONE
83444M101SOLVSOLVENTUM CORP$119,1390.07%2,253CommonNONE
149123101CATCATERPILLAR INC$117,2630.07%352CommonNONE
717081103PFEPFIZER INC$113,1860.07%4,045CommonNONE
46654Q732JTEKJ P MORGAN EXCHANGE TRADED F$112,9380.07%1,631CommonNONE
166764100CVXCHEVRON CORP NEW$109,8180.07%702CommonNONE
126650100CVSCVS HEALTH CORP$109,0470.07%1,846CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$108,0980.07%215CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$104,9500.06%647CommonNONE
98138H101WDAYWORKDAY INC$102,6140.06%459CommonNONE
70435P102PAYCOR HCM INC$98,1710.06%7,730CommonNONE
22160N109CSGPCOSTAR GROUP INC$97,6420.06%1,317CommonNONE
L44385109GLOBGLOBANT S A$97,5080.06%547CommonNONE
57636Q104MAMASTERCARD INCORPORATED$96,7570.06%219CommonNONE
464288257ACWIISHARES TR$95,1380.06%846CommonNONE
91913Y100VLOVALERO ENERGY CORP$93,9970.06%600CommonNONE
45168D104IDXXIDEXX LABS INC$93,5420.06%192CommonNONE
74935Q107RBARB GLOBAL INC$92,0090.06%1,205CommonNONE
03662Q105AKXANSYS INC$91,9490.06%286CommonNONE
464288208IMCBISHARES TR$90,9170.05%1,297CommonNONE
088786108BCYCBICYCLE THERAPEUTICS PLC$89,7640.05%4,435CommonNONE
539830109LMTLOCKHEED MARTIN CORP$84,4900.05%181CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$81,2800.05%2,129CommonNONE
19260Q107COINCOINBASE GLOBAL INC$81,0660.05%365CommonNONE
437076102HDHOME DEPOT INC$79,6080.05%231CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$79,1410.05%868CommonNONE
464288828IHFISHARES TR$78,5070.05%1,498CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$77,4830.05%5,879CommonNONE
922475108VEEVVEEVA SYS INC$76,1320.05%416CommonNONE
30303M102METAMETA PLATFORMS INC$75,6470.05%150CommonNONE
68752M108OFIXORTHOFIX MED INC$75,2900.05%5,678CommonNONE
464287556IBBISHARES TR$75,1440.05%547CommonNONE
17275R102CSCOCISCO SYS INC$67,0080.04%1,410CommonNONE
009066101ABNBAIRBNB INC$65,2010.04%430CommonNONE
571748102MRSHMARSH &MCLENNAN COS INC$64,8020.04%308CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$63,5540.04%310CommonNONE
571903202MARMARRIOTT INTL INC NEW$61,6550.04%255CommonNONE
20030N101CMCSACOMCAST CORP NEW$59,6630.04%1,524CommonNONE
191216100KOCOCA COLA CO$59,1680.04%930CommonNONE
370334104GISGENERAL MLS INC$58,2030.04%920CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$57,5330.03%972CommonNONE
842587107SOSOUTHERN CO$55,5920.03%717CommonNONE
464288885EFGISHARES TR$55,4170.03%542CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$54,9650.03%99CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$53,6490.03%1,023CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$52,8370.03%840CommonNONE
87612E106TGTTARGET CORP$52,7750.03%356CommonNONE
922908751VBVANGUARD INDEX FDS$51,7690.03%237CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$51,3860.03%510CommonNONE
83125X103SNBRSLEEP NUMBER CORP$51,0180.03%5,331CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$50,0840.03%254CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$49,0870.03%182CommonNONE
032108631AMPLIFY ETF TR$48,9730.03%14,751CommonNONE
247361702DALDELTA AIR LINES INC DEL$48,8150.03%1,029CommonNONE
46137Y872PXJINVESCO EXCHANGE TRADED FD T$48,7710.03%1,526CommonNONE
00206R102TAT&T INC$45,0990.03%2,360CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$44,9650.03%1,083CommonNONE
377322102GKOSGLAUKOS CORP$44,3810.03%375CommonNONE
345370860FFORD MTR CO DEL$43,9520.03%3,505CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$42,8800.03%250CommonNONE
552690109MDUMDU RES GROUP INC$42,1430.03%1,679CommonNONE
244199105DEDEERE &CO$41,5170.02%111CommonNONE
74347B425SH1USDPROSHARES TR$40,1650.02%3,520CommonNONE
82509L107SHOPSHOPIFY INC$39,6840.02%601CommonNONE
92189H607OIHVANECK ETF TRUST$39,5230.02%125CommonNONE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$38,1060.02%1,450CommonNONE
039697107ARDXARDELYX INC$36,9390.02%4,985CommonNONE
872381108TELATELA BIO INC$36,6600.02%7,800CommonNONE
46434G103IEMGISHARES INC$36,6210.02%684CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$36,4670.02%568CommonNONE
33738R845FTXNFIRST TR EXCHANGE-TRADED FD$35,4890.02%1,150CommonNONE
498894104KNFKNIFE RIVER CORP$34,6490.02%494CommonNONE
855244109SBUXSTARBUCKS CORP$34,3650.02%441CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$33,6580.02%184CommonNONE
M98068105WIXWIX COM LTD$33,4050.02%210CommonNONE
594972408MSTRMICROSTRATEGY INC$33,0600.02%24CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$32,9570.02%667CommonNONE
464287739IYRISHARES TR$32,9070.02%375CommonNONE
33829M101FIVEFIVE BELOW INC$32,1460.02%295CommonNONE
595112103MUMICRON TECHNOLOGY INC$31,8130.02%242CommonNONE
988498101YUMYUM BRANDS INC$31,1070.02%235CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$29,9840.02%429CommonNONE
887399103MTUSMETALLUS INC$29,9390.02%1,477CommonNONE
55955D100MGNIMAGNITE INC$29,9030.02%2,250CommonNONE
G8473T100STESTERIS PLC$29,6810.02%135CommonNONE
689648103OTTROTTER TAIL CORP$28,3070.02%323CommonNONE
464287309IVWISHARES TR$27,4670.02%297CommonNONE
03475V101ANGOANGIODYNAMICS INC$27,2250.02%4,500CommonNONE
31428X106FDXFEDEX CORP$27,2010.02%91CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$27,0370.02%461CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$26,7480.02%187CommonNONE
464287648IWOISHARES TR$26,2910.02%100CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$26,1630.02%1,700CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$26,0730.02%450CommonNONE
68404V100OPTINOSE INC$26,0000.02%25,000CommonNONE
09075A108BVSBIOVENTUS INC$25,8750.02%4,500CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$25,4270.02%572CommonNONE
52634L108LNSRLENSAR INC$24,7500.01%5,500CommonNONE
68389X105ORCLORACLE CORP$24,5670.01%174CommonNONE
927959106VNOMUSDVIPER ENERGY INC$24,5050.01%653CommonNONE
910047109UALUNITED AIRLS HLDGS INC$24,3300.01%500CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$24,3200.01%310CommonNONE
87157D109SYNASYNAPTICS INC$23,7260.01%269CommonNONE
05463X106AXGNAXOGEN INC$23,4210.01%3,235CommonNONE
92204A702VGTVANGUARD WORLD FD$22,9400.01%40CommonNONE
780259305SHELSHELL PLC$22,8390.01%316CommonNONE
374163103GERNGERON CORP$22,5780.01%5,325CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$21,9490.01%210CommonNONE
64110L106NFLXNETFLIX INC$21,5960.01%36CommonNONE
68752L100KIDSORTHOPEDIATRICS CORP$21,5700.01%750CommonNONE
351858105FNVFRANCO NEV CORP$21,4430.01%181CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$21,1480.01%483CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$21,1010.01%274CommonNONE
602496101MDXGMIMEDX GROUP INC$20,7900.01%3,000CommonNONE
464287614IWFISHARES TR$20,4800.01%56CommonNONE
46138G557SATOINVESCO EXCH TRADED FD TR II$20,4710.01%1,286CommonNONE
496902404KGCKINROSS GOLD CORP$20,1220.01%2,419CommonNONE
833445109SNOWSNOWFLAKE INC$19,5880.01%145CommonNONE
369604301GEGE AEROSPACE$19,4370.01%122CommonNONE
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45685K102INFUINFUSYSTEM HLDGS INC$19,1240.01%2,800CommonNONE
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68218J103OABIOMNIAB INC$18,7500.01%5,000CommonNONE
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808513105SCHWSCHWAB CHARLES CORP$18,4230.01%250CommonNONE
464287762IYHISHARES TR$18,3940.01%300CommonNONE
46138G474PSCEINVESCO EXCH TRADED FD TR II$17,8810.01%340CommonNONE
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464288851IEOISHARES TR$17,1470.01%172CommonNONE
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58733R102MELIMERCADOLIBRE INC$16,4340.01%10CommonNONE
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69608A108PLTRPALANTIR TECHNOLOGIES INC$8,6850.01%343CommonNONE
747525103QCOMQUALCOMM INC$8,6790.01%44CommonNONE
125896100CMSCMS ENERGY CORP$8,5720.01%144CommonNONE
461202103INTUINTUIT$8,5440.01%13CommonNONE
88339J105TTDTHE TRADE DESK INC$8,4970.01%87CommonNONE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$8,4230.01%750CommonNONE
62955J103NOVNOV INC$8,3980.01%442CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$8,3940.01%160CommonNONE
770323103RHIROBERT HALF INC.$8,3810.01%131CommonNONE
872540109TJXTJX COS INC NEW$8,3680.01%76CommonNONE
28035Q102EPCEDGEWELL PERS CARE CO$8,3600.01%208CommonNONE
891092108TTCTORO CO$8,3220.01%89CommonNONE
464288778IATISHARES TR$8,2920.00%200CommonNONE
N07059210ASMLASML HOLDING N V$8,1820.00%8CommonNONE
03674X106ARANTERO RESOURCES CORP$8,1580.00%250CommonNONE
375558103GILDGILEAD SCIENCES INC$8,0360.00%117CommonNONE
42225T107HCATHEALTH CATALYST INC$7,9880.00%1,250CommonNONE
682189105ONON SEMICONDUCTOR CORP$7,9520.00%116CommonNONE
189054109CLXCLOROX CO DEL$7,9150.00%58CommonNONE
72407810062CPIPER SANDLER COMPANIES$7,8480.00%34CommonNONE
92939U106WECWEC ENERGY GROUP INC$7,8460.00%100CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$7,6810.00%200CommonNONE
256746108DLTRDOLLAR TREE INC$7,5810.00%71CommonNONE
697435105PANWPALO ALTO NETWORKS INC$7,4580.00%22CommonNONE
031162100AMGNAMGEN INC$7,4560.00%24CommonNONE
844741108LUVSOUTHWEST AIRLS CO$7,4040.00%259CommonNONE
013872106AAALCOA CORP$7,3990.00%186CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$7,3930.00%54CommonNONE
14167L103CDNACAREDX INC$7,3770.00%475CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$7,3130.00%43CommonNONE
363576109AJGGALLAGHER ARTHUR J &CO$7,2610.00%28CommonNONE
046353108AZNNASTRAZENECA PLC$7,2170.00%93CommonNONE
882508104TXNTEXAS INSTRS INC$7,1980.00%37CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$7,1930.00%148CommonNONE
22052L104CTVACORTEVA INC$7,0460.00%131CommonNONE
G6095L109APTIV PLC$7,0420.00%100CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$6,9640.00%226CommonNONE
683344105ONTOONTO INNOVATION INC$6,8060.00%31CommonNONE
443201108HWMHOWMET AEROSPACE INC$6,7540.00%87CommonNONE
03837C106APYXAPYX MEDICAL CORPORATION$6,7000.00%5,000CommonNONE
816851109SRESEMPRA$6,6930.00%88CommonNONE
501889208LKQLKQ CORP$6,6200.00%159CommonNONE
869367102SUTRO BIOPHARMA INC$6,5930.00%2,250CommonNONE
767204100RIORIO TINTO PLC$6,5930.00%100CommonNONE
03837J101AQMSEURAQUA METALS INC$6,4920.00%20,289CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$6,4240.00%52CommonNONE
615369105MCOMOODYS CORP$6,3140.00%15CommonNONE
172908105CTASCINTAS CORP$6,3020.00%9CommonNONE
824348106SHWSHERWIN WILLIAMS CO$6,2670.00%21CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$6,1750.00%75CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$6,0930.00%105CommonNONE
25400Q105DJTTRUMP MEDIA &TECHNOLOGY GRO$6,0590.00%185CommonNONE
654106103NKENIKE INC$6,0520.00%130CommonNONE
89377M109TMDXTRANSMEDICS GROUP INC$6,0250.00%40CommonNONE
457730109INSPINSPIRE MED SYS INC$6,0220.00%45CommonNONE
00214Q401ARKWARK ETF TR$6,0130.00%77CommonNONE
04523Y105ASPNASPEN AEROGELS INC$5,9630.00%250CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$5,9600.00%11CommonNONE
278642103EBAYEBAY INC.$5,8940.00%110CommonNONE
371901109GNTXGENTEX CORP$5,8480.00%173CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$5,8310.00%54CommonNONE
058498106BALLBALL CORP$5,7620.00%96CommonNONE
83307B101SNDLSNDL INC$5,7000.00%3,000CommonNONE
98401F105XNCRXENCOR INC$5,6790.00%300CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$5,6650.00%500CommonNONE
90187B804TWOTWO HBRS INVT CORP$5,6010.00%424CommonNONE
771049103RBLXROBLOX CORP$5,5820.00%150CommonNONE
701094104PHPARKER-HANNIFIN CORP$5,5640.00%11CommonNONE
32022K102FIRST FINANCIAL NORTHWEST IN$5,5280.00%262CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$5,5070.00%40CommonNONE
835699307SONYSONY GROUP CORP$5,4630.00%64CommonNONE
31609A206FESMFIDELITY COVINGTON TRUST$5,4510.00%187CommonNONE
26875P101EOGEOG RES INC$5,4120.00%43CommonNONE
92556V106VTRSVIATRIS INC$5,2220.00%491CommonNONE
19247G107COHRCOHERENT CORP$5,2170.00%72CommonNONE
939653101ELMEELME COMMUNITIES$5,1680.00%324CommonNONE
36828A101GEVGE VERNOVA INC$5,1450.00%30CommonNONE
79466L302CRMSALESFORCE INC$5,1420.00%20CommonNONE
55024U109LITELUMENTUM HLDGS INC$5,0920.00%100CommonNONE
803054204SAPSAP SE$5,0430.00%25CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$5,0180.00%200CommonNONE
302491303FMCFMC CORP$5,0070.00%87CommonNONE
670100205NVONOVO-NORDISK A S$5,0060.00%35CommonNONE
60937P106MDBMONGODB INC$4,9990.00%20CommonNONE
37637K108GTLBGITLAB INC$4,9720.00%100CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$4,9240.00%16CommonNONE
74435K204PUKPRUDENTIAL PLC$4,8550.00%265CommonNONE
53656G563MEDXLISTED FD TR$4,8310.00%162CommonNONE
84612H106SOW GOOD INC$4,8050.00%240CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$4,7500.00%61CommonNONE
636274409NGGNATIONAL GRID PLC$4,7460.00%84CommonNONE
759530108RELXRELX PLC$4,6620.00%102CommonNONE
22717L101CRONCRONOS GROUP INC$4,6600.00%2,000CommonNONE
32054K103FRFIRST INDL RLTY TR INC$4,6560.00%98CommonNONE
18915M107NETCLOUDFLARE INC$4,5560.00%55CommonNONE
64828T201RITMRITHM CAPITAL CORP$4,5510.00%417CommonNONE
536797103LADLITHIA MTRS INC$4,5440.00%18CommonNONE
337738108FISVFISERV INC$4,4710.00%30CommonNONE
15118V207CELHCELSIUS HLDGS INC$4,3390.00%121CommonNONE
39986L109GRWGGROWGENERATION CORP$4,3000.00%2,000CommonNONE
963320106WHRWHIRLPOOL CORP$4,1930.00%41CommonNONE
12572Q105CMECME GROUP INC$4,1290.00%21CommonNONE
08862E109BYNDBEYOND MEAT INC$3,8990.00%581CommonNONE
904767704UNILEVER PLC$3,8490.00%70CommonNONE
66987V109NVSNOVARTIS AG$3,8330.00%36CommonNONE
060505104BACBANK AMERICA CORP$3,6110.00%91CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$3,5760.00%23CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$3,5620.00%49CommonNONE
82983N108SB9SITIO ROYALTIES CORP$3,5180.00%149CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$3,5120.00%472CommonNONE
452521107IMMRIMMERSION CORP$3,4700.00%369CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$3,4480.00%25CommonNONE
456837103INGING GROEP N.V.$3,4400.00%201CommonNONE
023111206AMARIN CORP PLC$3,4400.00%5,000CommonNONE
492327101KROSKEROS THERAPEUTICS INC$3,4280.00%75CommonNONE
83304A106SNAPSNAP INC$3,4050.00%205CommonNONE
23355L106DXCDXC TECHNOLOGY CO$3,3410.00%175CommonNONE
88688T100TLRYEURTILRAY BRANDS INC$3,3200.00%2,000CommonNONE
052800109ALVAUTOLIV INC$3,3170.00%31CommonNONE
427866108HSYHERSHEY CO$3,3090.00%18CommonNONE
97717W422EPIWISDOMTREE TR$3,2360.00%67CommonNONE
565394103CARTMAPLEBEAR INC$3,2140.00%100CommonNONE
30260D103FIGSFIGS INC$3,1980.00%600CommonNONE
G4705A100ICLRICON PLC$3,1350.00%10CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$3,1230.00%40CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$3,1210.00%289CommonNONE
26614N102DDDUPONT DE NEMOURS INC$3,1100.00%39CommonNONE
46432F834IXUSISHARES TR$3,1080.00%46CommonNONE
464287481IWPISHARES TR$3,1050.00%28CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2,9830.00%72CommonNONE
G0403H108AONAON PLC$2,9580.00%10CommonNONE
219350105GLWCORNING INC$2,9140.00%75CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$2,9040.00%1,064CommonNONE
055622104BPBP PLC$2,8360.00%79CommonNONE
60741F104MBLYMOBILEYE GLOBAL INC$2,8090.00%100CommonNONE
00214Q708ARKFARK ETF TR$2,7860.00%100CommonNONE
405552100HLNHALEON PLC$2,7830.00%337CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2,7380.00%20CommonNONE
67576A100OCULOCULAR THERAPEUTIX INC$2,7150.00%397CommonNONE
68213N109OMCLOMNICELL COM$2,7070.00%100CommonNONE
H01301128ALCALCON AG$2,6740.00%30CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$2,6630.00%86CommonNONE
984241109YMABUSDY-MABS THERAPEUTICS INC$2,6580.00%220CommonNONE
H5919C104ONONON HLDG AG$2,6000.00%67CommonNONE
760125104RTORENTOKIL INITIAL PLC$2,5920.00%87CommonNONE
74762E102QUREQUANTA SVCS INC$2,5410.00%10CommonNONE
58933Y105MRKMERCK &CO INC$2,4560.00%20CommonNONE
260557103DOWDOW INC$2,4540.00%46CommonNONE
29364G103ETRENTERGY CORP NEW$2,4090.00%23CommonNONE
98985Y108ZYMEZYMEWORKS INC$2,3830.00%280CommonNONE
61945C103MOSMOSAIC CO NEW$2,3540.00%81CommonNONE
900111204TKCTURKCELL ILETISIM HIZMETLERI$2,3500.00%310CommonNONE
G87110105FTITECHNIPFMC PLC$2,3380.00%89CommonNONE
29272W109ENRENERGIZER HLDGS INC NEW$2,3170.00%78CommonNONE
N82405106STLASTELLANTIS N.V$2,2740.00%115CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$2,2580.00%12CommonNONE
460146103IPINTERNATIONAL PAPER CO$2,2010.00%51CommonNONE
217204106CPRTCOPART INC$2,1660.00%40CommonNONE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$2,1460.00%81CommonNONE
81141R100SESEA LTD$2,1430.00%30CommonNONE
438516106HONHONEYWELL INTL INC$2,1350.00%10CommonNONE
811292200SCYXSCYNEXIS INC$2,1320.00%1,066CommonNONE
29977A105EVREVERCORE INC$2,0840.00%10CommonNONE
457030104IMKTAINGLES MKTS INC$2,0790.00%30CommonNONE
91912E105VALEVALE S A$2,0440.00%183CommonNONE
N72482149QIAGEN NV$1,9720.00%48CommonNONE
549498103CCIVGBPLUCID GROUP INC$1,9580.00%750CommonNONE
960908507WPRTWESTPORT FUEL SYSTEMS INC$1,9500.00%350CommonNONE
76131N101ROICUSDRETAIL OPPORTUNITY INVTS COR$1,9330.00%156CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1,9300.00%5CommonNONE
21833P301CRBPCORBUS PHARMACEUTICALS HLDGS$1,8550.00%41CommonNONE
06738E204BCSBARCLAYS PLC$1,8310.00%171CommonNONE
37954Y632AIQGLOBAL X FDS$1,7820.00%50CommonNONE
56035L104MAINMAIN STR CAP CORP$1,7170.00%34CommonNONE
556099109MGNXMACROGENICS INC$1,7000.00%400CommonNONE
83175M205SNNSMITH &NEPHEW PLC$1,6110.00%65CommonNONE
836100107SOUNSOUNDHOUND AI INC$1,5960.00%404CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$1,5710.00%30CommonNONE
253868103DLRDIGITAL RLTY TR INC$1,5210.00%10CommonNONE
67011P100DNOWDNOW INC$1,5100.00%110CommonNONE
03589W102ANNXANNEXON INC$1,4700.00%300CommonNONE
767292105RIOTRIOT PLATFORMS INC$1,4620.00%160CommonNONE
257701201DGICADONEGAL GROUP INC$1,4550.00%113CommonNONE
48268K101KTKT CORP$1,4220.00%104CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$1,4100.00%12CommonNONE
374396406GEVOGEVO INC$1,3930.00%2,500CommonNONE
74754R202RTTREURQUALIGEN THERAPEUTICS INC$1,3800.00%8,009CommonNONE
151190204CELUCELULARITY INC$1,3800.00%441CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$1,3450.00%71CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1,3160.00%4CommonNONE
26923G772AMZAETFIS SER TR I$1,3150.00%32CommonNONE
97717W794DOLWISDOMTREE TR$1,3060.00%26CommonNONE
316092832FDRRFIDELITY COVINGTON TRUST$1,2860.00%27CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$1,2620.00%20CommonNONE
46138E297EELVINVESCO EXCH TRADED FD TR II$1,2570.00%53CommonNONE

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.