MondegarAI
Aprio Wealth Management, LLC

Q3 2025 · 13F-HR

Aprio Wealth Management, LLCholdings as filed

Filed 2025-11-12 · accession 0001803519-25-000006

$1.01B
Reported value
437
Positions
2025-09-30
Period end
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The Brief · Aprio Wealth Management, LLC · Q3 2025

AI · grounded in 13F

Aprio Wealth Management, LLC established a new position in DUHP valued at $89.5M. The fund also initiated new holdings in DIHP for $68.4M and EMXC for $43.2M. Additional new positions include COWZ at $38.4M, TDIV at $35.6M, and JAAA at $29.2M. Total assets under management stand at $1.01B across 437 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V831DUHPDIMENSIONAL ETF TRUST$89.5M8.90%2,369,559CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$68.4M6.80%2,250,268CommonNONE
46434G764EMXCISHARES INC$43.2M4.30%639,828CommonNONE
69374H881COWZPACER FDS TR$38.4M3.82%668,311CommonNONE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$35.6M3.54%361,352CommonNONE
47103U845JAAAJANUS DETROIT STR TR$29.2M2.90%574,411CommonNONE
72201R585PYLDPIMCO ETF TR$27.0M2.68%1,004,336CommonNONE
74347B508TOLZPROSHARES TR$22.0M2.19%407,183CommonNONE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$20.9M2.08%414,879CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$20.7M2.06%31,099CommonNONE
037833100AAPLAPPLE INC$18.4M1.83%72,308CommonNONE
594918104MSFTMICROSOFT CORP$18.2M1.81%35,083CommonNONE
00162Q452AMLPALPS ETF TR$16.9M1.68%359,899CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$16.0M1.59%105,883CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$15.9M1.58%537,283CommonNONE
464288562REZISHARES TR$15.1M1.50%177,814CommonNONE
26923G806UTESETFIS SER TR I$14.9M1.48%178,279CommonNONE
464287531IDGTISHARES TR$14.2M1.41%163,423CommonNONE
41151J505HGERHARBOR ETF TRUST$13.3M1.32%516,147CommonNONE
88160R101TSLATESLA INC$11.2M1.11%25,089CommonNONE
67066G104NVDANVIDIA CORPORATION$9.7M0.97%52,007CommonNONE
97717Y535XCWISDOMTREE TR$9.1M0.91%263,485CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$9.0M0.89%134,175CommonNONE
922907746VTEBVANGUARD MUN BD FDS$8.6M0.86%171,979CommonNONE
46434V621DGROISHARES TR$8.4M0.84%123,430CommonNONE
25861R105DBNDDOUBLELINE ETF TRUST$8.2M0.81%175,890CommonNONE
464287200IVVISHARES TR$8.1M0.81%12,168CommonNONE
922908538VOTVANGUARD INDEX FDS$7.5M0.75%25,680CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$7.0M0.69%122,292CommonNONE
922908553VNQVANGUARD INDEX FDS$6.9M0.69%75,529CommonNONE
46090E103QQQINVESCO QQQ TR$6.7M0.67%11,158CommonNONE
82889N657TUASIMPLIFY EXCHANGE TRADED FUN$6.6M0.66%303,909CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$6.6M0.66%150,958CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$6.4M0.64%168,952CommonNONE
46432F842IEFAISHARES TR$6.1M0.61%69,699CommonNONE
464288372IGFISHARES TR$5.9M0.59%96,924CommonNONE
023135106AMZNAMAZON COM INC$5.9M0.59%26,793CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$5.6M0.56%17,897CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$5.5M0.54%141,510CommonNONE
437076102HDHOME DEPOT INC$5.1M0.50%12,531CommonNONE
233051630HDEFDBX ETF TR$4.9M0.49%168,213CommonNONE
02079K305GOOGLALPHABET INC$4.9M0.49%20,305CommonNONE
464287507IJHISHARES TR$4.8M0.48%73,666CommonNONE
30303M102METAMETA PLATFORMS INC$4.4M0.44%6,040CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$4.0M0.40%62,162CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$4.0M0.40%66,894CommonNONE
11135F101AVGOBROADCOM INC$4.0M0.39%11,996CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.8M0.38%5CommonNONE
922908769VTIVANGUARD INDEX FDS$3.7M0.37%11,367CommonNONE
02079K107GOOGALPHABET INC$3.7M0.37%15,141CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$3.6M0.35%12,715CommonNONE
464287598IWDISHARES TR$3.4M0.34%16,932CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$3.4M0.34%143,207CommonNONE
922908363VOOVANGUARD INDEX FDS$3.4M0.34%5,524CommonNONE
464287614IWFISHARES TR$3.3M0.33%7,063CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.1M0.31%6,238CommonNONE
464288687PFFISHARES TR$3.1M0.31%97,647CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$3.0M0.30%30,573CommonNONE
64110L106NFLXNETFLIX INC$2.9M0.28%2,388CommonNONE
464287523SOXXISHARES TR$2.8M0.28%10,384CommonNONE
92826C839VVISA INC$2.8M0.28%8,201CommonNONE
025072356AVREAMERICAN CENTY ETF TR$2.7M0.27%61,520CommonNONE
46435U135IHAKISHARES TR$2.7M0.27%52,202CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$2.7M0.27%62,813CommonNONE
038336103ATRAPTARGROUP INC$2.6M0.25%19,122CommonNONE
464288802SUSAISHARES TR$2.4M0.24%17,691CommonNONE
191216100KOCOCA COLA CO$2.3M0.23%34,358CommonNONE
132061706EYLDCAMBRIA ETF TR$2.2M0.22%59,187CommonNONE
478160104JNJJOHNSON & JOHNSON$2.2M0.22%11,783CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.2M0.21%78,756CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$2.1M0.21%29,646CommonNONE
78464A284HYMBSPDR SERIES TRUST$2.1M0.21%85,881CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.1M0.21%3,713CommonNONE
78463V107GLDSPDR GOLD TR$2.1M0.21%5,907CommonNONE
30231G102XOMEXXON MOBIL CORP$2.1M0.21%18,487CommonNONE
46431W838MEARISHARES U S ETF TR$2.0M0.20%40,268CommonNONE
532457108LLYELI LILLY & CO$2.0M0.20%2,655CommonNONE
931142103WMTWALMART INC$2.0M0.20%19,147CommonNONE
464288646IGSBISHARES TR$2.0M0.19%36,824CommonNONE
464287309IVWISHARES TR$2.0M0.19%16,168CommonNONE
92204A884VOXVANGUARD WORLD FD$1.9M0.19%10,070CommonNONE
92204A504VHTVANGUARD WORLD FD$1.7M0.17%6,690CommonNONE
46434G103IEMGISHARES INC$1.7M0.17%26,159CommonNONE
02209S103MOALTRIA GROUP INC$1.7M0.17%25,961CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.7M0.17%9,376CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.7M0.17%1,838CommonNONE
060505104BACBANK AMERICA CORP$1.7M0.17%32,298CommonNONE
46434V613IUSBISHARES TR$1.6M0.16%35,258CommonNONE
464288877EFVISHARES TR$1.6M0.16%23,584CommonNONE
780087102RYROYAL BK CDA$1.6M0.16%10,851CommonNONE
67090S108NCDLNUVEEN CHURCHILL DIRECT LEND$1.6M0.16%114,174CommonNONE
17275R102CSCOCISCO SYS INC$1.6M0.16%22,996CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.5M0.15%30,362CommonNONE
842587107SOSOUTHERN CO$1.5M0.15%15,821CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.5M0.15%7,865CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$1.5M0.15%55,467CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.4M0.14%9,250CommonNONE
464287721IYWISHARES TR$1.4M0.14%7,176CommonNONE
254687106DISDISNEY WALT CO$1.4M0.14%12,271CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$1.4M0.14%8,935CommonNONE
00287Y109ABBVABBVIE INC$1.4M0.14%5,962CommonNONE
166764100CVXCHEVRON CORP NEW$1.4M0.14%8,886CommonNONE
922908736VUGVANGUARD INDEX FDS$1.4M0.13%2,818CommonNONE
375558103GILDGILEAD SCIENCES INC$1.3M0.13%12,074CommonNONE
404280406HSBCHSBC HLDGS PLC$1.3M0.13%18,596CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.3M0.13%30,031CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.3M0.13%41,246CommonNONE
00206R102TAT&T INC$1.3M0.13%46,310CommonNONE
68389X105ORCLORACLE CORP$1.3M0.13%4,630CommonNONE
713448108PEPPEPSICO INC$1.3M0.13%9,270CommonNONE
464287655IWMISHARES TR$1.2M0.12%5,085CommonNONE
46435G516ESGDISHARES TR$1.2M0.12%12,956CommonNONE
46435G425ESGUISHARES TR$1.2M0.12%8,134CommonNONE
745867101PHMPULTE GROUP INC$1.2M0.12%8,792CommonNONE
548661107LOWLOWES COS INC$1.1M0.11%4,528CommonNONE
110448107BTIBRITISH AMERN TOB PLC$1.1M0.11%21,132CommonNONE
464287606IJKISHARES TR$1.1M0.11%11,640CommonNONE
464287226AGGISHARES TR$1.1M0.11%10,975CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.1M0.11%6,733CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$1.1M0.11%3,161CommonNONE
46435U549EAGGISHARES TR$1.1M0.11%22,211CommonNONE
172967424CCITIGROUP INC$1.1M0.11%10,465CommonNONE
464287689IWVISHARES TR$1.0M0.10%2,729CommonNONE
464287168DVYISHARES TR$1.0M0.10%7,175CommonNONE
46432F339QUALISHARES TR$1.0M0.10%5,166CommonNONE
464287663IUSVISHARES TR$996,5030.10%9,970CommonNONE
149123101CATCATERPILLAR INC$973,3400.10%2,040CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$968,9660.10%25,306CommonNONE
464288794IAIISHARES TR$966,1570.10%5,462CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$938,3780.09%8,633CommonNONE
747525103QCOMQUALCOMM INC$936,9380.09%5,632CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$917,4160.09%3,251CommonNONE
002824100ABTABBOTT LABS$916,0210.09%6,839CommonNONE
824596100SHGSHINHAN FINANCIAL GROUP CO L$889,6850.09%17,663CommonNONE
09260D107BXBLACKSTONE INC$880,5270.09%5,154CommonNONE
464287556IBBISHARES TR$864,2520.09%5,986CommonNONE
D18190898DBDEUTSCHE BANK A G$853,8720.08%24,114CommonNONE
697435105PANWPALO ALTO NETWORKS INC$852,8660.08%4,189CommonNONE
20825C104COPCONOCOPHILLIPS$844,0960.08%8,924CommonNONE
33737J182FEMFIRST TR EXCH TRD ALPHDX FD$842,8100.08%31,100CommonNONE
79466L302CRMSALESFORCE INC$841,5330.08%3,551CommonNONE
N07059210ASMLASML HOLDING N V$835,3550.08%863CommonNONE
48241A105KBKB FINL GROUP INC$831,7530.08%10,032CommonNONE
032095101APHAMPHENOL CORP NEW$825,3830.08%6,670CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$817,9250.08%6,609CommonNONE
580135101MCDMCDONALDS CORP$807,3800.08%2,657CommonNONE
835699307SONYSONY GROUP CORP$805,3250.08%27,972CommonNONE
14040H105COFCAPITAL ONE FINL CORP$802,3490.08%3,774CommonNONE
949746101WMT2WELLS FARGO CO NEW$791,8780.08%9,447CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$788,8200.08%13,165CommonNONE
78468R721TFISPDR SERIES TRUST$785,8090.08%17,244CommonNONE
35137L105FOXAFOX CORP$783,8300.08%12,430CommonNONE
278865100ECLECOLAB INC$768,5320.08%2,806CommonNONE
617446448MSMORGAN STANLEY$761,8540.08%4,793CommonNONE
464287408IVEISHARES TR$759,3600.08%3,677CommonNONE
701094104PHPARKER-HANNIFIN CORP$758,9500.08%1,001CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$741,9420.07%2,528CommonNONE
78409V104SPGIS&P GLOBAL INC$731,9860.07%1,504CommonNONE
69346N107PDXPIMCO DYNAMIC INCOME STRATEG$727,2370.07%29,171CommonNONE
75513E101RTXRTX CORPORATION$722,2420.07%4,316CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$719,9470.07%2,085CommonNONE
464287630IWNISHARES TR$704,5340.07%3,985CommonNONE
82509L107SHOPSHOPIFY INC$699,2100.07%4,705CommonNONE
464288885EFGISHARES TR$697,8020.07%6,128CommonNONE
65339F101NEENEXTERA ENERGY INC$692,1750.07%9,169CommonNONE
91913Y100VLOVALERO ENERGY CORP$685,5000.07%4,026CommonNONE
46435G193SUSCISHARES TR$684,3870.07%29,049CommonNONE
46435U440BGRNISHARES TR$681,1770.07%14,153CommonNONE
464287465EFAISHARES TR$680,6830.07%7,290CommonNONE
23331A109DHID R HORTON INC$677,8450.07%4,000CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$668,8450.07%1,379CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$664,6380.07%5,908CommonNONE
904767704UNILEVER PLC$664,5550.07%11,210CommonNONE
907818108UNPUNION PAC CORP$663,9830.07%2,809CommonNONE
46435G243SUSBISHARES TR$662,3780.07%26,171CommonNONE
78464A409SPYGSPDR SERIES TRUST$659,8040.07%6,313CommonNONE
981064108WFWOORI FINL GROUP INC$655,7200.07%11,678CommonNONE
58933Y105MRKMERCK & CO INC$654,9480.07%7,804CommonNONE
464287804IJRISHARES TR$652,4040.06%5,490CommonNONE
464288588MBBISHARES TR$645,2250.06%6,781CommonNONE
46428Q109SLVISHARES SILVER TR$633,3040.06%14,947CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$627,3750.06%5,706CommonNONE
461202103INTUINTUIT$627,2860.06%919CommonNONE
88706T108TIMBTIM S A$625,6740.06%28,032CommonNONE
74340W103PLDPROLOGIS INC.$618,9820.06%5,405CommonNONE
67092P201NULGNUSHARES ETF TR$616,3570.06%6,198CommonNONE
66987V109NVSNOVARTIS AG$614,4850.06%4,792CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$610,7090.06%1,245CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$609,7910.06%3,171CommonNONE
46434V878ICSHISHARES TR$609,1580.06%12,003CommonNONE
46435G409IVLUISHARES TR$604,8020.06%17,046CommonNONE
97717Y527USFRWISDOMTREE TR$601,1370.06%11,958CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$600,3880.06%3,711CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$596,8950.06%37,446CommonNONE
456837103INGING GROEP N.V.$596,4410.06%22,870CommonNONE
369550108GDGENERAL DYNAMICS CORP$585,0240.06%1,716CommonNONE
717081103PFEPFIZER INC$577,7280.06%22,674CommonNONE
235851102DHRDANAHER CORPORATION$574,5450.06%2,898CommonNONE
56585A102MPCMARATHON PETE CORP$571,0400.06%2,963CommonNONE
922908744VTVVANGUARD INDEX FDS$554,6590.06%2,974CommonNONE
482480100KLACKLA CORP$554,0270.06%514CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$546,8870.05%101CommonNONE
88579Y101MMM3M CO$542,4820.05%3,496CommonNONE
872540109TJXTJX COS INC NEW$539,4680.05%3,732CommonNONE
81762P102NOWSERVICENOW INC$538,0420.05%585CommonNONE
38059T106GFIGOLD FIELDS LTD$533,9410.05%12,725CommonNONE
097023105BABOEING CO$529,6530.05%2,454CommonNONE
46436E528IBHFISHARES TR$529,1530.05%22,623CommonNONE
12504L109CBRECBRE GROUP INC$527,5110.05%3,348CommonNONE
803054204SAPSAP SE$527,1060.05%1,973CommonNONE
09290D101BLKBLACKROCK INC$524,3090.05%450CommonNONE
413216300HMYHARMONY GOLD MINING CO LTD$521,7220.05%28,745CommonNONE
22160N109CSGPCOSTAR GROUP INC$519,0560.05%6,152CommonNONE
00724F101ADBEADOBE INC$514,4600.05%1,458CommonNONE
98389B100XELXCEL ENERGY INC$507,9560.05%6,298CommonNONE
126408103CSXCSX CORP$507,6620.05%14,296CommonNONE
025816109AXPAMERICAN EXPRESS CO$507,1800.05%1,527CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$502,4780.05%43,317CommonNONE
87936R205VIVTELEFONICA BRASIL SA$494,7000.05%38,800CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$494,2770.05%6,265CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$489,0090.05%25,403CommonNONE
595112103MUMICRON TECHNOLOGY INC$487,6370.05%2,914CommonNONE
001055102AFLAFLAC INC$486,7500.05%4,358CommonNONE
369604301GEGE AEROSPACE$483,4510.05%1,607CommonNONE
464287101OEFISHARES TR$482,6850.05%1,450CommonNONE
71385M107PRMPERIMETER SOLUTIONS INC$480,2660.05%21,450CommonNONE
922475108VEEVVEEVA SYS INC$479,7210.05%1,610CommonNONE
615369105MCOMOODYS CORP$475,9100.05%999CommonNONE
40415F101HDBHDFC BANK LTD$472,5010.05%13,832CommonNONE
20030N101CMCSACOMCAST CORP NEW$472,2110.05%15,029CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$471,3250.05%10,193CommonNONE
496902404KGCKINROSS GOLD CORP$469,6150.05%18,898CommonNONE
031162100AMGNAMGEN INC$467,6590.05%1,657CommonNONE
H42097107UBSUBS GROUP AG$466,6280.05%11,381CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$461,5210.05%101,657CommonNONE
91912E105VALEVALE S A$460,6490.05%42,417CommonNONE
05964H105SANBANCO SANTANDER S.A.$459,4140.05%43,837CommonNONE
922908751VBVANGUARD INDEX FDS$457,2020.05%1,798CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$457,0170.05%986CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$453,6960.05%2,401CommonNONE
040413205ANETARISTA NETWORKS INC$451,2090.04%3,097CommonNONE
674599105OXYOCCIDENTAL PETE CORP$449,9520.04%9,523CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$446,2000.04%3,680CommonNONE
038222105AMATAPPLIED MATLS INC$445,8430.04%2,178CommonNONE
453038408IMOIMPERIAL OIL LTD$442,9930.04%4,882CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$441,9670.04%633CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$439,6980.04%2,182CommonNONE
052769106ADSKAUTODESK INC$434,5730.04%1,368CommonNONE
921910733ESGVVANGUARD WORLD FD$434,5680.04%3,669CommonNONE
046353108AZNNASTRAZENECA PLC$433,3640.04%5,649CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$432,4350.04%1,549CommonNONE
244199105DEDEERE & CO$428,7630.04%938CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$424,6890.04%713CommonNONE
780259305SHELSHELL PLC$424,6130.04%5,936CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$422,1550.04%530CommonNONE
37950E259ARGTGLOBAL X FDS$419,5270.04%6,014CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$418,1410.04%1,484CommonNONE
29250N105ENBENBRIDGE INC$417,1020.04%8,266CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$416,4320.04%1,689CommonNONE
06738E204BCSBARCLAYS PLC$413,7840.04%20,019CommonNONE
56501R106MFCMANULIFE FINL CORP$410,7440.04%13,186CommonNONE
452308109ITWILLINOIS TOOL WKS INC$406,8140.04%1,560CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$406,6930.04%2,414CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$406,6680.04%667CommonNONE
512807306LRCXLAM RESEARCH CORP$403,4720.04%3,013CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$401,2500.04%8,875CommonNONE
020002101ALLALLSTATE CORP$400,1940.04%1,864CommonNONE
053332102AZOAUTOZONE INC$398,9920.04%93CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$398,9710.04%5,312CommonNONE
808513105SCHWSCHWAB CHARLES CORP$397,1720.04%4,160CommonNONE
G29183103ETNEATON CORP PLC$396,0840.04%1,058CommonNONE
872590104TMUST-MOBILE US INC$393,9390.04%1,646CommonNONE
464287499IWRISHARES TR$393,2100.04%4,073CommonNONE
89832Q109TFCTRUIST FINL CORP$391,5540.04%8,564CommonNONE
891160509TDTORONTO DOMINION BK ONT$383,3600.04%4,795CommonNONE
743315103PGRPROGRESSIVE CORP$382,5870.04%1,549CommonNONE
126650100CVSCVS HEALTH CORP$376,7250.04%4,997CommonNONE
756109104OREALTY INCOME CORP$374,8860.04%6,167CommonNONE
40412C101HCAHCA HEALTHCARE INC$370,7000.04%870CommonNONE
921910816MGKVANGUARD WORLD FD$368,6620.04%916CommonNONE
759530108RELXRELX PLC$365,7340.04%7,658CommonNONE
032654105ADIANALOG DEVICES INC$364,2290.04%1,482CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$362,8880.04%3,366CommonNONE
882508104TXNTEXAS INSTRS INC$362,7070.04%1,974CommonNONE
25746U109DDOMINION ENERGY INC$361,2710.04%5,906CommonNONE
95040Q104WELLWELLTOWER INC$360,6980.04%2,025CommonNONE
G5960L103MDTMEDTRONIC PLC$358,8640.04%3,768CommonNONE
92204A702VGTVANGUARD WORLD FD$357,9240.04%479CommonNONE
78468R747SHESPDR SERIES TRUST$356,8300.04%2,800CommonNONE
18915M107NETCLOUDFLARE INC$356,4340.04%1,661CommonNONE
26875P101EOGEOG RES INC$356,1720.04%3,177CommonNONE
46266C105IQVIQVIA HLDGS INC$354,6180.04%1,867CommonNONE
48251W104KKRKKR & CO INC$352,0070.04%2,709CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$351,1920.03%1,432CommonNONE
G2519Y108BAPCREDICORP LTD$350,6910.03%1,317CommonNONE
30212P303EXPEEXPEDIA GROUP INC$350,2740.03%1,639CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$348,1260.03%3,099CommonNONE
291011104EMREMERSON ELEC CO$343,5630.03%2,619CommonNONE
46591M109JOYYJOYY INC$340,4650.03%5,809CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$339,5740.03%7,529CommonNONE
G8473T100STESTERIS PLC$339,4880.03%1,372CommonNONE
921937827BSVVANGUARD BD INDEX FDS$338,7860.03%4,293CommonNONE
98419M100XYLXYLEM INC$337,5200.03%2,288CommonNONE
925652109VICIVICI PPTYS INC$333,3230.03%10,221CommonNONE
316773100FITBFIFTH THIRD BANCORP$333,1850.03%7,479CommonNONE
29082A107EMBJEMBRAER S.A.$331,1450.03%5,478CommonNONE
G54950103LINLINDE PLC$330,9250.03%697CommonNONE
761152107RMDRESMED INC$329,9740.03%1,205CommonNONE
064058100BKBANK NEW YORK MELLON CORP$326,7970.03%2,999CommonNONE
464288679SHVISHARES TR$326,3780.03%2,954CommonNONE
824348106SHWSHERWIN WILLIAMS CO$324,0530.03%936CommonNONE
29364G103ETRENTERGY CORP NEW$322,4080.03%3,460CommonNONE
539830109LMTLOCKHEED MARTIN CORP$320,9530.03%643CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$320,2000.03%4,507CommonNONE
69370C100PTCPTC INC$320,1630.03%1,577CommonNONE
458140100INTCINTEL CORP$317,8160.03%9,473CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$316,7230.03%616CommonNONE
94106L109WMWASTE MGMT INC DEL$315,0490.03%1,427CommonNONE
088606108BHPBHP GROUP LTD$314,2680.03%5,637CommonNONE
494368103KMBKIMBERLY-CLARK CORP$309,6300.03%2,490CommonNONE
31428X106FDXFEDEX CORP$308,6240.03%1,309CommonNONE
311900104FASTFASTENAL CO$308,3850.03%6,288CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$307,8530.03%3,142CommonNONE
12572Q105CMECME GROUP INC$307,4010.03%1,138CommonNONE
89151E109TTENTOTALENERGIES SE$306,9130.03%5,142CommonNONE
704326107PAYXPAYCHEX INC$305,4610.03%2,410CommonNONE
855244109SBUXSTARBUCKS CORP$305,4380.03%3,610CommonNONE
45104G104IBNICICI BANK LIMITED$303,8030.03%10,050CommonNONE
464287648IWOISHARES TR$301,1290.03%941CommonNONE
654106103NKENIKE INC$300,6550.03%4,312CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$298,1880.03%849CommonNONE
46432F396MTUMISHARES TR$297,5480.03%1,160CommonNONE
464287234EEMISHARES TR$297,0200.03%5,562CommonNONE
464288414MUBISHARES TR$294,7190.03%2,768CommonNONE
74762E102QUREQUANTA SVCS INC$289,8860.03%699CommonNONE
36828A101GEVGE VERNOVA INC$289,5980.03%471CommonNONE
48268K101KTKT CORP$287,6450.03%14,751CommonNONE
172908105CTASCINTAS CORP$286,8430.03%1,397CommonNONE
34959E109FTNTFORTINET INC$286,5450.03%3,408CommonNONE
609207105MDLZMONDELEZ INTL INC$285,0170.03%4,562CommonNONE
98978V103ZTSZOETIS INC$280,8790.03%1,920CommonNONE
59156R108METMETLIFE INC$280,6410.03%3,407CommonNONE
03073E105CORCENCORA INC$279,5540.03%894CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$278,6870.03%2,089CommonNONE
11271J107BNBROOKFIELD CORP$277,8180.03%4,051CommonNONE
806857108SLBSCHLUMBERGER LTD$276,5020.03%8,045CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$276,4970.03%16,517CommonNONE
H1467J104CBCHUBB LIMITED$275,7450.03%977CommonNONE
231021106CMICUMMINS INC$271,5130.03%643CommonNONE
464289875AOMISHARES TR$271,2160.03%5,700CommonNONE
893641100TDGTRANSDIGM GROUP INC$271,1560.03%206CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$269,6480.03%4,977CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$269,0970.03%2,756CommonNONE
464289859AOAISHARES TR$265,6000.03%3,013CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$263,7240.03%1,067CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$263,6750.03%7,521CommonNONE
650111107NYTNEW YORK TIMES CO$263,5710.03%4,592CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$263,0270.03%9,986CommonNONE
501044101KRKROGER CO$261,5410.03%3,880CommonNONE
92939U106WECWEC ENERGY GROUP INC$260,4310.03%2,273CommonNONE
46284V101IRMIRON MTN INC DEL$260,2770.03%2,553CommonNONE
464287705IJJISHARES TR$259,8150.03%2,003CommonNONE
464289438IWYISHARES TR$259,4020.03%948CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$254,9280.03%1,070CommonNONE
29446M102EQNREQUINOR ASA$253,9340.03%10,416CommonNONE
639057207NWGNATWEST GROUP PLC$251,9450.03%17,805CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$250,7060.02%8,612CommonNONE
427866108HSYHERSHEY CO$250,2010.02%1,338CommonNONE
026874784AIGAMERICAN INTL GROUP INC$249,7940.02%3,180CommonNONE
46429B267GOVTISHARES TR$248,2880.02%10,739CommonNONE
233331107DTEDTE ENERGY CO$248,1790.02%1,755CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$247,4190.02%3,690CommonNONE
651639106NEMNEWMONT CORP$244,7740.02%2,903CommonNONE
063671101BMOBANK MONTREAL QUE$243,6980.02%1,871CommonNONE
81141R100SESEA LTD$243,4230.02%1,362CommonNONE
G87052109TELTE CONNECTIVITY PLC$242,2850.02%1,104CommonNONE
466313103JBLJABIL INC$241,0600.02%1,110CommonNONE
151290889CXCEMEX SAB DE CV$240,3300.02%26,733CommonNONE
14149Y108CAHCARDINAL HEALTH INC$239,8200.02%1,528CommonNONE
910047109UALUNITED AIRLS HLDGS INC$239,7060.02%2,484CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$239,1430.02%535CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$239,1100.02%35,688CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$235,3710.02%1,691CommonNONE
718546104PSXPHILLIPS 66$234,0580.02%1,721CommonNONE
87612E106TGTTARGET CORP$233,7610.02%2,606CommonNONE
33735J101FTAFIRST TR EXCHANGE-TRADED ALP$233,7300.02%2,805CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$233,0330.02%18,407CommonNONE
902973304USBUS BANCORP DEL$231,9350.02%4,799CommonNONE
911363109URIUNITED RENTALS INC$231,3540.02%242CommonNONE
46436E601LDEMISHARES TR$230,8280.02%3,917CommonNONE
816851109SRESEMPRA$230,1620.02%2,558CommonNONE
892331307TMTOYOTA MOTOR CORP$230,0170.02%1,204CommonNONE
03831W108APPAPPLOVIN CORP$229,3290.02%319CommonNONE
25809K105DASHDOORDASH INC$229,0260.02%842CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$227,8500.02%1,710CommonNONE
N4732M103JBSJBS N.V.$227,5480.02%15,241CommonNONE
35473P488FLGVFRANKLIN TEMPLETON ETF TR$226,9030.02%10,993CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$226,4390.02%1,127CommonNONE
55354G100MSCIMSCI INC$225,0840.02%397CommonNONE
30161N101EXCEXELON CORP$223,2820.02%4,961CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$222,0320.02%717CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$220,9110.02%3,282CommonNONE
464285204IAUISHARES GOLD TR$220,0560.02%3,024CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$218,4980.02%8,896CommonNONE
303250104FICOFAIR ISAAC CORP$217,6400.02%145CommonNONE
22052L104CTVACORTEVA INC$216,6950.02%3,204CommonNONE
29444U700EQIXEQUINIX INC$215,6490.02%275CommonNONE
82846H405QXOQXO INC$215,5690.02%11,310CommonNONE
780287108RGLDROYAL GOLD INC$214,6650.02%1,070CommonNONE
G0378L100AUANGLOGOLD ASHANTI PLC$213,5220.02%3,036CommonNONE
46429B747STIPISHARES TR$212,9060.02%2,060CommonNONE
670346105NUENUCOR CORP$211,3250.02%1,560CommonNONE
526057104LENLENNAR CORP$210,5220.02%1,670CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$209,1970.02%1,476CommonNONE
670100205NVONOVO-NORDISK A S$206,2120.02%3,716CommonNONE
655844108NSCNORFOLK SOUTHN CORP$204,9780.02%682CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$204,6510.02%485CommonNONE
773903109ROKROCKWELL AUTOMATION INC$204,6230.02%585CommonNONE
767204100RIORIO TINTO PLC$203,9620.02%3,090CommonNONE
194162103CLCOLGATE PALMOLIVE CO$203,7620.02%2,549CommonNONE
629377508NRGNRG ENERGY INC$202,6550.02%1,251CommonNONE
758849103REGREGENCY CTRS CORP$202,0720.02%2,772CommonNONE
G0403H108AONAON PLC$202,0420.02%567CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$200,8580.02%1,437CommonNONE
345370860FFORD MTR CO$171,0350.02%14,301CommonNONE
910873405UMCUNITED MICROELECTRONICS CORP$167,1160.02%22,047CommonNONE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$131,6750.01%15,922CommonNONE
29269R105EFXTENERFLEX LTD$127,0320.01%11,784CommonNONE
90400P101UGPULTRAPAR PARTICIPACOES SA$124,7550.01%30,428CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$119,4610.01%10,772CommonNONE
43289P106HIMXHIMAX TECHNOLOGIES INC$110,8780.01%12,557CommonNONE
M53213100ICLICL GROUP LTD$95,9040.01%15,307CommonNONE
02319V103ABEVAMBEV SA$72,1000.01%32,332CommonNONE
059460303BBDBANCO BRADESCO S A$72,0920.01%21,329CommonNONE
059460402BBDOBANCO BRADESCO S A$56,0070.01%19,115CommonNONE
644393100NFENEW FORTRESS ENERGY INC$31,5480.00%14,275CommonNONE
157085101CERSCERUS CORP$23,8500.00%15,000CommonNONE

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.