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Fortis Group Advisors, LLC

Q3 2023 · 13F-HR

Fortis Group Advisors, LLCholdings as filed

Filed 2023-12-01 · accession 0001815183-23-000003

$326.3M
Reported value
453
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R663BILSPDR SER TR$88.1M27.0%959,274CommonNONE
78463V107GLDSPDR GOLD TR$27.7M8.47%150,961CommonNONE
46141D203UUPINVESCO DB US DLR INDEX TR$23.7M7.27%850,844CommonNONE
46436E718SGOVISHARES TR$15.8M4.83%156,830CommonNONE
464288679SHVISHARES TR$10.0M3.06%90,457CommonNONE
037833100AAPLAPPLE INC$9.8M2.99%59,081CommonNONE
97717Y527USFRWISDOMTREE TR$8.9M2.73%177,040CommonNONE
921910709EDVVANGUARD WORLD FD$8.5M2.62%94,355CommonNONE
00110G408BTALAGF INVTS TR$7.8M2.39%382,984CommonNONE
78464A664SPTLSPDR SER TR$7.3M2.24%236,563CommonNONE
40412C101HCAHCA HEALTHCARE INC$6.0M1.84%22,822CommonNONE
92826C839VVISA INC$5.6M1.71%24,667CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4.5M1.37%9,480CommonNONE
00507V109AIYACTIVISION BLIZZARD INC$4.0M1.24%47,202CommonNONE
464287440IEFISHARES TR$4.0M1.22%40,116CommonNONE
427866108HSYHERSHEY COMPANY$3.9M1.20%15,491CommonNONE
464285204IAUISHARES GOLD TR$3.7M1.14%99,466CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$3.7M1.12%24,951CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$3.4M1.05%57,811CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$3.4M1.03%79,968CommonNONE
464287457SHYISHARES TR$3.1M0.95%37,822CommonNONE
30231G102XOMEXXON MOBIL CORP$2.9M0.88%25,854CommonNONE
437076102HDHOME DEPOT INC$2.6M0.80%8,875CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.6M0.78%6,041CommonNONE
654106103NKENIKE INC$2.5M0.78%20,741CommonNONE
464287200IVVISHARES TR$2.1M0.64%5,092CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.0M0.62%5,611CommonNONE
464287242LQDISHARES TR$2.0M0.61%18,053CommonNONE
46429B697USMVISHARES TR$1.7M0.53%23,937CommonNONE
92189F106GDXVANECK ETF TRUST$1.7M0.53%53,226CommonNONE
513847103MZTILANCASTER COLONY CORP$1.7M0.52%8,411CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.5M0.46%19,901CommonNONE
46428Q109SLVISHARES SILVER TR$1.4M0.43%63,391CommonNONE
594918104MSFTMICROSOFT CORP$1.4M0.42%4,665CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.4M0.42%10,536CommonNONE
464288760ITAISHARES TR$1.3M0.40%11,412CommonNONE
459200101IBMINTL BUSINESS$1.2M0.36%8,649CommonNONE
78468R804LGLVSPDR SER TR$1.1M0.34%8,022CommonNONE
742718109PGPROCTER & GAMBLE$1.1M0.33%7,239CommonNONE
824348106SHWSHERWIN WILLIAMS$1.1M0.32%4,118CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.0M0.31%6,626CommonNONE
58155Q103MCKMCKESSON CORP$938,1920.29%2,635CommonNONE
78464A573XHSSPDR SER TR$923,1880.28%10,677CommonNONE
166764100CVXCHEVRON CORP NEW$891,1490.27%5,421CommonNONE
46137V357RSPINVESCO S&P$890,6710.27%6,163CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$833,7760.26%8,028CommonNONE
46090E103QQQINVESCO QQQ TR$809,5140.25%2,513CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$809,4970.25%21,634CommonNONE
78467V707ULSTSSGA ACTIVE ETF TR$804,1760.25%19,980CommonNONE
464288661IEIISHARES TR$754,3940.23%6,412CommonNONE
922908736VUGVANGUARD INDEX FDS$746,6260.23%2,990CommonNONE
023135106AMZNAMAZON COM INC$743,4850.23%7,025CommonNONE
451100101IEPICAHN ENTERPRISES LP$738,3880.23%14,279CommonNONE
00206R102TAT&T INC$724,5760.22%39,778CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$708,5700.22%11,681CommonNONE
464287614IWFISHARES RUSSELL$685,4560.21%2,577CommonNONE
464287168DVYISHARES TR$680,6890.21%5,809CommonNONE
67066G104NVDANVIDIA CORPORATION$620,5290.19%2,008CommonNONE
02079K305GOOGLALPHABET INC$611,0460.19%5,844CommonNONE
88160R101TSLATESLA INC$578,0250.18%2,631CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$552,2060.17%10,911CommonNONE
58933Y105MRKMERCK & COMPANY$541,4880.17%5,091CommonNONE
35473P850FLMBFRANKLIN TEMPLETON ETF TR$537,5590.16%22,492CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$533,6020.16%6,146CommonNONE
464287721IYWISHARES TR$516,1990.16%5,538CommonNONE
30303M102METAMETA PLATFORMS INC$506,6570.16%2,356CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$500,5350.15%11,064CommonNONE
29273V100ETENERGY TRANSFER L P$496,6000.15%39,824CommonNONE
464287432TLTISHARES TR$491,9820.15%4,626CommonNONE
075887109BDXBECTON DICKINSON & CO$482,2960.15%1,948CommonNONE
46625H100JPMJPMORGAN CHASE & CO$479,7140.15%3,647CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$469,3950.14%2,469CommonNONE
464287655IWMISHARES TR$457,6240.14%2,565CommonNONE
52468L505LVHILEGG MASON ETF INVT$440,4720.13%16,338CommonNONE
78464A508SPYVSPDR SER TR$428,3450.13%10,519CommonNONE
580135101MCDMCDONALDS CORP$415,0410.13%1,518CommonNONE
500767736IVOLKRANESHARES TR$407,8990.13%17,953CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$406,9160.12%22,199CommonNONE
16679L109CHWYCHEWY INC$391,9570.12%10,486CommonNONE
478160104JNJJOHNSON & JOHNSON$387,9750.12%2,498CommonNONE
G1890L107CPRICAPRI HOLDINGS LIMITED$369,2080.11%7,856CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$368,8150.11%741CommonNONE
81369Y886XLUSELECT UTILITIES$364,5440.11%5,525CommonNONE
872590104TMUST-MOBILE US INC$355,8720.11%2,457CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$349,5720.11%2,039CommonNONE
233331107DTEDTE ENERGY CO$341,6390.10%3,119CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$341,1080.10%1,532CommonNONE
78468R788SPYDSPDR SER TR$337,9340.10%8,893CommonNONE
191216100KOCOCA COLA COMPANY$331,5070.10%5,375CommonNONE
00162Q452AMLPALPS ETF TR$330,6280.10%8,499CommonNONE
17275R102CSCOCISCO SYSTEMS$310,0280.10%5,924CommonNONE
92939U106WECWEC ENERGY$306,4930.09%3,805CommonNONE
30040W108ESEVERSOURCE ENERGY$304,5100.09%3,891CommonNONE
064058100BKBANK NEW YORK$302,8150.09%7,100CommonNONE
931142103WMTWALMART INC$302,7460.09%2,053CommonNONE
00287Y109ABBVABBVIE INC$301,4810.09%1,894CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$293,8570.09%4,709CommonNONE
464288414MUBISHARES TR$282,4900.09%2,622CommonNONE
500767306KWEBKRANESHARES TR$280,6480.09%8,998CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$278,5840.09%5,158CommonNONE
872540109TJXTJX COS INC NEW$276,2680.08%3,526CommonNONE
20030N101CMCSACOMCAST CORP NEW$275,9770.08%7,059CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$267,6410.08%2,731CommonNONE
49456B101KMIKINDER MORGAN INC DEL$265,9070.08%15,186CommonNONE
209115104EDCONSOLIDATED EDISON INC$261,7090.08%2,741CommonNONE
98389B100XELXCEL ENERGY INC$257,8120.08%3,823CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$250,2250.08%1,225CommonNONE
617446448MSMORGAN STANLEY$245,3130.08%2,794CommonNONE
78464A649SPABSPDR SER TR$240,7270.07%9,334CommonNONE
912318300UNITED STS NAT GAS FD LP$239,2840.07%34,479CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$236,4850.07%10,233CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$235,8250.07%3,484CommonNONE
46141D104UDNINVESCO DB US DLR INDEX TR$225,2400.07%12,000CommonNONE
773903109ROKROCKWELL AUTOMATION INC$222,5940.07%759CommonNONE
194162103CLCOLGATE PALMOLIVE CO$215,0340.07%2,861CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$204,8900.06%3,500CommonNONE
531229854FWONKUSDLIBERTY MEDIA CORP DEL$203,9870.06%2,726CommonNONE
892356106TSCOTRACTOR SUPPLY$203,0500.06%1,000CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY$193,0150.06%551CommonNONE
750481103RADIUS GLOBAL INFRASTRCTRE I$163,4820.05%11,144CommonNONE
863667101SYKSTRYKER CORP$120,2380.04%440CommonNONE
717081103PFEPFIZER INC$115,6310.04%3,486CommonNONE
532457108LLYELI LILLY$107,4260.03%200CommonNONE
V7780T103RCLROYAL CARIBBEAN$96,7470.03%1,050CommonNONE
097023105BABOEING COMPANY$95,2650.03%497CommonNONE
8676EP108STKLSUNOPTA INC$94,3640.03%12,255CommonNONE
126408103CSXCSX CORP$92,7110.03%3,015CommonNONE
922908363VOOVANGUARD S&P$86,7870.03%221CommonNONE
921946794VYMIVANGUARD INTERNATIONAL$82,9330.03%1,340CommonNONE
922908769VTIVANGUARD TOTAL$82,6270.03%389CommonNONE
302635206FSKFS KKR$68,9730.02%3,503CommonNONE
18915M107NETCLOUDFLARE INC$64,1110.02%1,017CommonNONE
092667104SRTABLADE AIR MOBILITY INC$60,1880.02%17,807CommonNONE
674599105OXYOCCIDENTAL PETROLEUM$55,7970.02%860CommonNONE
78467J100SSNCSS&C TECHNOLOGIES$52,5400.02%1,000CommonNONE
46120E602ISRGINTUITIVE SURGICAL$52,0280.02%178CommonNONE
458140100INTCINTEL CORP$51,8680.02%1,459CommonNONE
855244109SBUXSTARBUCKS CORP$51,1120.02%560CommonNONE
244199105DEDEERE & CO$50,9470.02%135CommonNONE
26441C204DUKDUKE ENERGY$50,3080.02%570CommonNONE
744320102PRUPRUDENTIAL FINANCIAL$49,5320.02%522CommonNONE
756109104OREALTY INCOME$47,4430.01%950CommonNONE
81761L102SVCSERVICE PROPERTIES$47,4390.01%6,169CommonNONE
695156109PKGPACKAGING CORP$46,0650.01%300CommonNONE
42809H107HESHESS CORP$45,9000.01%300CommonNONE
05605H100BWXTBWX TECHNOLOGIES$45,6630.01%609CommonNONE
124805102CBZCBIZ INC$45,4130.01%875CommonNONE
369604301GEGENERAL ELECTRIC$36,5920.01%331CommonNONE
464287606IJKISHARES S&P$36,1490.01%500CommonNONE
704326107PAYXPAYCHEX INC$34,3680.01%298CommonNONE
78467X109DIASPDR DOW$33,4950.01%100CommonNONE
74251V102PFGPRINCIPAL FINANCIAL$33,0080.01%458CommonNONE
78409V104SPGIS&P GLOBAL$32,8870.01%90CommonNONE
29364G103ETRENTERGY CORP$31,8200.01%344CommonNONE
780259305SHELSHELL PLC$31,6750.01%492CommonNONE
30161N101EXCEXELON CORP$31,4420.01%832CommonNONE
464288687PFFISHARES U S$30,7530.01%1,020CommonNONE
97717W307DLNWISDOMTREE U S$30,7450.01%500CommonNONE
254687106DISWALT DISNEY$30,3130.01%374CommonNONE
21037T109CEGCONSTELLATION ENERGY$30,2150.01%277CommonNONE
02209S103MOALTRIA GROUP$29,6450.01%705CommonNONE
464287879IJSISHARES S&P$28,2830.01%317CommonNONE
464287176TIPISHARES TIPS$26,9680.01%260CommonNONE
39818P799PKSTPEAKSTONE REALTY$26,0080.01%1,563CommonNONE
464287549IGMISHARES EXPANDED$25,6060.01%67CommonNONE
934423104WBDWARNER BROS$25,4780.01%2,347CommonNONE
949746101WMT2WELLS FARGO$25,3330.01%620CommonNONE
301505707ROBOEXCHANGE TRADED$25,2810.01%502CommonNONE
060505104BACBANK AMERICA$25,0200.01%914CommonNONE
337345102QTECFIRST TRUST$24,6960.01%170CommonNONE
72814P109PLBYPLBY GROUP INC$24,5260.01%12,387CommonNONE
56585A102MPCMARATHON PETROLEUM$23,7600.01%157CommonNONE
26614N102DDDUPONT DE$23,7200.01%318CommonNONE
780287108RGLDROYAL GOLD$23,6720.01%223CommonNONE
351858105FNVFRANCO NEVADA$23,4940.01%176CommonNONE
03784Y200APLEAPPLE HOSPITALITY$22,9040.01%1,493CommonNONE
68389X105ORCLORACLE CORP$22,5610.01%213CommonNONE
438516106HONHONEYWELL INTL$21,2450.01%115CommonNONE
902681105UGIUGI CORP$20,4240.01%888CommonNONE
92206C813VCLTVANGUARD LONG$19,0510.01%266CommonNONE
375558103GILDGILEAD SCIENCES$18,4350.01%246CommonNONE
G5960L103MDTMEDTRONIC PLC$18,0230.01%230CommonNONE
69349H107TXNMPNM RESOURCES$17,8440.01%400CommonNONE
126650100CVSCVS HEALTH$17,4550.01%250CommonNONE
278277108EOSEATON VANCE$17,1800.01%1,000CommonNONE
565849106MRO*MARATHON OIL$16,5320.01%618CommonNONE
713448108PEPPEPSICO INC$16,4360.01%97CommonNONE
260557103DOWDOW INC$16,3960.01%318CommonNONE
22052L104CTVACORTEVA INC$16,2680.00%318CommonNONE
464287754IYJISHARES U S$16,1420.00%160CommonNONE
464287812IYKISHARES U S$15,6660.00%84CommonNONE
882508104TXNTEXAS INSTRUMENTS$15,5830.00%98CommonNONE
81369Y803XLKSECTOR TECHNOLOGY$15,5650.00%95CommonNONE
464287408IVEISHARES S&P$15,3840.00%100CommonNONE
09248X100BBNBLACKROCK TXBL$15,1600.00%1,000CommonNONE
370334104GISGENERAL MILLS$14,6540.00%229CommonNONE
23325P104DNPDNP SELECT$14,2800.00%1,500CommonNONE
165303108CPKCHESAPEAKE UTILITY$14,2720.00%146CommonNONE
128125101CSQCALAMOS STRATEGIC$14,0700.00%1,000CommonNONE
88579Y101MMM3M COMPANY$14,0430.00%150CommonNONE
345370860FFORD MOTOR$13,4880.00%1,086CommonNONE
31428X106FDXFEDEX CORP$13,2460.00%50CommonNONE
379378201GNLGLOBAL NET$12,8770.00%1,340CommonNONE
922908553VNQVANGUARD REAL$12,6350.00%167CommonNONE
464287770IYGISHARES U S$12,3710.00%80CommonNONE
693475105PNCPNC FINANCIAL$12,2770.00%100CommonNONE
50155Q100KDKYNDRYL HOLDINGS$12,0810.00%800CommonNONE
682406103OLPONE LIBERTY PPTYS INC$11,9640.00%634CommonNONE
464287465EFAISHARES MSCI$11,9230.00%173CommonNONE
233051598X TRACKERS$11,8990.00%527CommonNONE
922042742VTVANGUARD TOTAL$11,7400.00%126CommonNONE
78463X889SPDWSPDR PORTFOLIO$11,6910.00%377CommonNONE
46137V613PRFINVESCO FTSE$11,4550.00%360CommonNONE
84265V105SCCOSOUTHERN COPPER$11,3690.00%151CommonNONE
46138E263CGWINVESCO S&P$11,3510.00%244CommonNONE
46625H365JPMORGAN CHASE$11,1890.00%453CommonNONE
56501R106MFCMANULIFE FINANCIAL$11,0590.00%605CommonNONE
056752108BIDUBAIDU INC$10,7480.00%80CommonNONE
83418M103SEISOLARIS OILFIELD$10,6600.00%1,000CommonNONE
256677105DGDOLLAR GENL$10,5800.00%100CommonNONE
11271J107BNBROOKFIELD CORP$10,5380.00%337CommonNONE
98978V103ZTSZOETIS INC$10,4390.00%60CommonNONE
902252105TYLTYLER TECHNOLOGIES$10,4260.00%27CommonNONE
19247X100XRNPXCOHEN & STEERS$10,2960.00%600CommonNONE
149123101CATCATERPILLAR INC$10,1010.00%37CommonNONE
67103H107ORLYO REILLY AUTOMOTIVE$9,9970.00%11CommonNONE
59522J103MAAMID AMERICA$9,9060.00%77CommonNONE
571903202MARMARRIOTT INTL$9,8280.00%50CommonNONE
808524862SCHOSCHWAB SHORT$9,6260.00%201CommonNONE
412822108HOGHARLEY DAVIDSON$9,5870.00%290CommonNONE
00764C109AVKADVENT CONV$9,5350.00%909CommonNONE
69351T106PPLPPL CORP$9,5180.00%404CommonNONE
025537101AEPAMERICAN ELECTRIC$9,4030.00%125CommonNONE
512807108LRCXEURLAM RESEARCH CORPORATION$9,4020.00%15CommonNONE
718172109PMPHILIP MORRIS$9,2580.00%100CommonNONE
464287762IYHISHARES U S$9,1820.00%34CommonNONE
464287580IYCISHARES CONSUMER$9,1050.00%136CommonNONE
464287648IWOISHARES RUSSELL$8,9660.00%40CommonNONE
75513E101RTXRTX CORP$8,7810.00%122CommonNONE
831754106SWBISMITH & WESSON$8,7010.00%674CommonNONE
42250P103DOCHEALTHPEAK PPTYS$8,5380.00%465CommonNONE
28176E108EWEDWARDS LIFESCIENCES$8,3140.00%120CommonNONE
922908611VBRVANGUARD SMALL$8,2930.00%52CommonNONE
33829M101FIVEFIVE BELOW$8,0450.00%50CommonNONE
81369Y407XLYCONSUMER DISCRETIONARY$7,6870.00%48CommonNONE
94106L109WMWASTE MANAGEMENT$7,6220.00%50CommonNONE
81369Y704XLISECTOR INDUSTRIAL$7,6160.00%75CommonNONE
46435G102ICVTISHARES CONV$7,5690.00%102CommonNONE
457030104IMKTAINGLES MARKETS$7,5330.00%100CommonNONE
023608102AEEAMEREN CORP$7,4830.00%100CommonNONE
33939L407GUNRFLEXSHARES MORNINGSTAR$7,4410.00%184CommonNONE
20825C104COPCONOCOPHILLIPS$7,4280.00%62CommonNONE
36266G107GEHCGE HEALTHCARE$7,2780.00%107CommonNONE
46137V662PJPINVESCO PHARMACEUTICALS$7,2370.00%100CommonNONE
189054109CLXCLOROX COMPANY$7,2080.00%55CommonNONE
37954Y657PFFDGLOBAL X$7,0540.00%375CommonNONE
06759X107MCIBARINGS CORP$6,7750.00%425CommonNONE
95766Q106XWIAXWESTERN ASSET$6,7720.00%866CommonNONE
01881G106ABALLIANCE BERNSTEIN$6,7680.00%223CommonNONE
201723103CMCCOMMERCIAL METALS$6,6210.00%134CommonNONE
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004239109AKRACADIA REALTY$6,4580.00%450CommonNONE
501044101KRKROGER CO$6,4440.00%144CommonNONE
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65473P105NINISOURCE INC$6,3310.00%257CommonNONE
891092108TTCTORO CO$6,3160.00%76CommonNONE
59156R108METMETLIFE INC$6,2910.00%100CommonNONE
09857L108BKNGBOOKING HOLDINGS$6,1680.00%2CommonNONE
910047109UALUNITED AIRLINES$6,0070.00%142CommonNONE
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808524888SCHCSCHWAB INTL$5,9660.00%185CommonNONE
100557107SAMBOSTON BEER$5,8430.00%15CommonNONE
09255P107HYTBLACKROCK CORP$5,7480.00%666CommonNONE
88076W103TDCTERADATA CORP$5,7180.00%127CommonNONE
036752103ELVELEVANCE HEALTH$5,6600.00%13CommonNONE
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37045V100GMGENERAL MOTORS$4,8800.00%148CommonNONE
37950E291DIVGLOBAL X$4,8590.00%300CommonNONE
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609207105MDLZMONDELEZ INTERNATIONAL$4,7890.00%69CommonNONE
14574X104TASTUSDCARROLS RESTAURANT$4,7780.00%725CommonNONE
81369Y605XLFSECTOR FINANCIAL$4,7660.00%144CommonNONE
466032109JJSFJ & J SNACK$4,5820.00%28CommonNONE
530307305LBRDKLIBERTY BROADBAND$4,5660.00%50CommonNONE
539830109LMTLOCKHEED MARTIN$4,4990.00%11CommonNONE
37950E333SPFFGLOBAL X$4,3900.00%500CommonNONE
277432100EMNEASTMAN CHEMICAL$4,3720.00%57CommonNONE
40434L105HPQHP INC$4,3430.00%169CommonNONE
89832Q109TFCTRUIST FINANCIAL$4,2920.00%150CommonNONE
701094104PHPARKER-HANNIFIN CORP$4,2850.00%11CommonNONE
714236106PBTPERMIAN BASIN$4,2500.00%200CommonNONE
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46137V134PBWINVESCO WILDERHILL$4,1800.00%133CommonNONE
37954Y343MLPAGLOBAL X$4,1470.00%93CommonNONE
172967424CCITIGROUP INC$4,1130.00%100CommonNONE
95040Q104WELLWELLTOWER INC$4,0960.00%50CommonNONE
37954Y293MLPXGLOBAL X$4,0690.00%96CommonNONE
977852102WOLF*WOLFSPEED INC$3,9620.00%104CommonNONE
921909768VXUSVANGUARD TOTAL$3,9070.00%73CommonNONE
09062X103BIIBBIOGEN INC$3,8550.00%15CommonNONE
464287705IJJISHARES S&P$3,8350.00%38CommonNONE
82509L107SHOPSHOPIFY INC$3,8200.00%70CommonNONE
92556V106VTRSVIATRIS INC$3,7480.00%380CommonNONE
50101L106DNUTKRISPY KREME$3,7410.00%300CommonNONE
04010L103ARCCARES CAPITAL$3,7380.00%192CommonNONE
72200Y102PNIPIMCO NEW YORK MUN FD II$3,7360.00%582CommonNONE
247361702DALDELTA AIRLINES$3,7000.00%100CommonNONE
552953101MGMMGM RESORTS$3,6760.00%100CommonNONE
233051432HYLBX TRACKERS$3,5930.00%106CommonNONE
81369Y100XLBSECTOR MATERIALS$3,4420.00%44CommonNONE
708062104PNNTPENNANTPARK INVESTMENT$3,4410.00%523CommonNONE
62886E108VYXNCR CORP$3,4250.00%127CommonNONE
440452100HRLHORMEL FOODS$3,3470.00%88CommonNONE
011659109ALKALASKA AIR$3,3000.00%89CommonNONE
254709108DFSEURDISCOVER FINANCIAL$3,2920.00%38CommonNONE
311900104FASTFASTENAL CO$3,2780.00%60CommonNONE
19248P106XFOFXCOHEN & STEERS$3,2300.00%313CommonNONE
09249W101BLWBLACKROCK LTD$3,2200.00%250CommonNONE
832696405SJMSMUCKER JM$3,1960.00%26CommonNONE
6706ER101XBXMXNUVEEN S&P 500$3,1650.00%250CommonNONE
531229755FWONKLIBERTY MEDIA$3,1150.00%50CommonNONE
291011104EMREMERSON ELECTRIC$3,0900.00%32CommonNONE
902973304USBU S BANCORP DE$3,0750.00%93CommonNONE
68902V107OTISOTIS WORLDWIDE$3,0520.00%38CommonNONE
922908744VTVVANGUARD VALUE$3,0340.00%22CommonNONE
912909108USX1UNITED STS STEEL CRP NEW$2,9560.00%91CommonNONE
78463X533EDIVSPDR S&P$2,9180.00%98CommonNONE
361570104GDLGDL FUND$2,9060.00%375CommonNONE
92840R101NFJVIRTUS DIVID$2,8330.00%250CommonNONE
42824C109HPEHEWLETT PACKARD$2,8310.00%163CommonNONE
113004105BAMBROOKFIELD ASSET$2,8010.00%84CommonNONE
05990K106BANCBANC CALIFORNIA$2,7860.00%225CommonNONE
922908595VBKVANGUARD SMALL$2,7840.00%13CommonNONE
74460D109PSAPUBLIC STORAGE$2,6350.00%10CommonNONE
857477103STTSTATE STREET$2,6110.00%39CommonNONE
53122981322941EURLIBERTY MEDIA$2,5450.00%100CommonNONE
87612E106TGTTARGET CORP$2,5430.00%23CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE$2,5250.00%104CommonNONE
88105P103TERRAN ORBITAL$2,4970.00%3,000CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIE$2,4620.00%26CommonNONE
092508100BTZBLACKROCK CREDIT$2,4200.00%250CommonNONE
681919106OMCOMNICOM GROUP$2,3830.00%32CommonNONE
H84989104TEL1USDTE CONNECTIVITY$2,3470.00%19CommonNONE
01609W102BABAALIBABA GROUP$2,3420.00%27CommonNONE
19247L106RQICOHEN & STEERS$2,3300.00%230CommonNONE
530307107LBRDALIBERTY BROADBAND$2,2730.00%25CommonNONE
27828H105XEVVXEATON VANCE$2,2600.00%250CommonNONE
46641Q191BBEUJPMORGAN BUILDERS$2,2370.00%44CommonNONE
931427108WFCWALGREENS BOOTS$2,2240.00%100CommonNONE
369550108GDGENERAL DYNAMICS$2,2100.00%10CommonNONE
880345103TNCTENNANT CO$2,1500.00%29CommonNONE
22410J106CBRLCRACKER BARREL$2,0830.00%31CommonNONE
257651109DCIDONALDSON CO$2,0280.00%34CommonNONE
G51502105JCIJOHNSON CONTROLS$1,9690.00%37CommonNONE
24703L202DELLDELL TECHNOLOGIES$1,9290.00%28CommonNONE
64190A103XNROXNEUBERGER BERMAN$1,8580.00%666CommonNONE
98954M101ZGZILLOW GROUP$1,8360.00%41CommonNONE
00846U101AAGILENT TECHNOLOGIES$1,7890.00%16CommonNONE
531229722LLYVK*LIBERTY MEDIA$1,6690.00%52CommonNONE
928563402VMWAVMWARE INC$1,6640.00%10CommonNONE
G66721104NCLHNORWEGIAN CRUISE$1,6480.00%100CommonNONE
02875D109AOUTAMERICAN OUTDOOR$1,6430.00%168CommonNONE
443201108HWMHOWMET AEROSPACE$1,5260.00%33CommonNONE
64110L106NFLXNETFLIX INC$1,5100.00%4CommonNONE
26924G508ETFMG ALTERNATIVE$1,4710.00%403CommonNONE
136635109CSIQCANADIAN SOLAR$1,4270.00%58CommonNONE
531229771FWONALIBERTY MEDIA$1,4140.00%25CommonNONE
513272104LWLAMB WESTON$1,3870.00%15CommonNONE
464286624THDISHARES MSCI$1,3740.00%22CommonNONE
46641Q225BBCAJPMORGAN BETABUILDERS$1,3370.00%23CommonNONE
636274409NGGNATIONAL GRID$1,3340.00%22CommonNONE
46641Q217BBJPJPMORGAN BETABUILDERS$1,3060.00%26CommonNONE
256746108DLTRDOLLAR TREE$1,2770.00%12CommonNONE
205887102CAGCONAGRA BRANDS$1,2610.00%46CommonNONE
500255104KSSKOHLS CORP$1,2580.00%60CommonNONE
464287234EEMISHARES MSCI$1,2520.00%33CommonNONE
464288588MBBISHARES MBS$1,2430.00%14CommonNONE
128030202CALMCAL MAINE FOODS$1,1620.00%24CommonNONE
35137L105FOXAFOX CORP$1,0300.00%33CommonNONE
92828Q109VRTSVIRTUS INVESTMENT$1,0100.00%6CommonNONE
464287713IYZISHARES U S$9580.00%45CommonNONE
464286772EWYISHARES MSCI$9440.00%16CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES$9260.00%7CommonNONE
46434G822EWJISHARES MSCI$9040.00%15CommonNONE
654902204NOKNOKIA CORP$8970.00%240CommonNONE
741511109PSMTPRICESMART INC$8930.00%12CommonNONE
531229748LLYVA*LIBERTY MEDIA$8300.00%26CommonNONE
00123Q104AGNCAGNC INVESTMENT$8020.00%85CommonNONE
Y73760400SHIPSEANERGY MARITIME$7950.00%144CommonNONE
500754106KHCKRAFT HEINZ$7740.00%23CommonNONE
464286665EPPISHARES MSCI$7560.00%19CommonNONE
047726302BATRKATLANTA BRAVES$7500.00%21CommonNONE
035710839NLYANNALY CAPITAL$6400.00%34CommonNONE
46641Q233BBAXJPMORGAN BETABUILDERS$6300.00%14CommonNONE
674482203OBEOBSIDIAN ENERGY$5840.00%71CommonNONE
G7S00T104PNRPENTAIR PLC$5830.00%9CommonNONE
25746U109DDOMINION ENERGY$5810.00%13CommonNONE
51509F105LELANDS END$5600.00%75CommonNONE
929740108WABWABTEC$5310.00%5CommonNONE
535919500LGF/BEURLIONS GATE$5270.00%67CommonNONE
65249B109NWSANEWS CORP$5020.00%25CommonNONE
68629Y103ONLORION OFFICE$4950.00%95CommonNONE
G6700G107NVTNVENT ELECTRIC$4770.00%9CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS$4400.00%1CommonNONE
138035100CANOPY GROWTH$4300.00%550CommonNONE
G4766E116INDVINDIVIOR PLC$3920.00%17CommonNONE
98421M106XRXXEROX HOLDINGS$3920.00%25CommonNONE
047726104BATRAATLANTA BRAVES$3910.00%10CommonNONE
83304A106SNAPSNAP INC$3560.00%40CommonNONE
013872106AAALCOA CORP$3200.00%11CommonNONE
026874784AIGAMERICAN INTL$3030.00%5CommonNONE
76118Y104REZIRESIDEO TECHNOLOGIES$2690.00%17CommonNONE
549498103CCIVGBPLUCID GROUP$2680.00%48CommonNONE
45782B104INSGEURINSEEGO CORP$2570.00%611CommonNONE
23355L106DXCDXC TECHNOLOGY$2500.00%12CommonNONE
881624209TEVATEVA PHARMACEUTICAL$2040.00%20CommonNONE
69331C108PCGPG&E CORP$1940.00%12CommonNONE
73754Y100PTBPOTBELLY CORP$1560.00%20CommonNONE
10482B101BHRBRAEMAR HOTELS$1470.00%53CommonNONE
958102105WDCWESTERN DIGITAL$1370.00%3CommonNONE
05614L209BWBABCOCK & WILCOX$1260.00%30CommonNONE
00773T101ASIXADVANSIX INC$1240.00%4CommonNONE
G0084W101ADNTADIENT PLC$1100.00%3CommonNONE
0441041079YYASHFORD INC$990.00%16CommonNONE
21833P301CRBPCORBUS PHARMACEUTICALS$940.00%14CommonNONE
366505105GTXGARRETT MOTION$790.00%10CommonNONE
206787103CNDTCONDUENT INC$700.00%20CommonNONE
G16250105BROOKFIELD REINSURANCE$630.00%2CommonNONE
G16234109BROOKFIELD BUSINESS$610.00%4CommonNONE
68622V106OGNORGANON & CO$520.00%3CommonNONE
98888T107ZIMVZIMVIE INC$470.00%5CommonNONE
38268T103GPROGOPRO INC$470.00%15CommonNONE
11259V106BROOKFIELD BUSINESS$360.00%2CommonNONE
Y92335101USEAUNITED MARITIME$290.00%12CommonNONE
044103869ASHFORD HOSPITALITY$290.00%12CommonNONE
45378A106IRTINDEPENDENCE REALTY$280.00%2CommonNONE
74967R106RMRRMR GROUP$250.00%1CommonNONE
550241103LUMNLUMEN TECHNOLOGIES$230.00%16CommonNONE
899896104TUPTUPPERWARE BRANDS$220.00%16CommonNONE
29082K105EMBCEMBECTA CORP$150.00%1CommonNONE
14067D508CAPSTONE GREEN$110.00%15CommonNONE

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.