MondegarAI
Tradition Wealth Management, LLC

Q2 2024 · 13F-HR

Tradition Wealth Management, LLCholdings as filed

Filed 2024-08-12 · accession 0001843010-24-000003

$1.03B
Reported value
404
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524300SCHGSCHWAB STRATEGIC TR$42.1M4.07%417,313CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$34.3M3.31%1,184,398CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$27.7M2.68%598,742CommonNONE
037833100AAPLAPPLE INC$26.7M2.58%126,562CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$25.7M2.49%156,737CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$25.1M2.43%717,692CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$22.2M2.15%299,895CommonNONE
233051200DBEFDBX ETF TR$21.3M2.06%514,662CommonNONE
69374H857CALFPACER FDS TR$20.0M1.93%459,609CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$19.3M1.87%248,841CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$18.9M1.83%103,750CommonNONE
46432F339QUALISHARES TR$18.0M1.74%105,510CommonNONE
464287614IWFISHARES TR$17.9M1.73%49,214CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$17.9M1.73%366,730CommonNONE
78464A854SPYMSPDR SER TR$17.1M1.66%267,607CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$16.9M1.63%269,044CommonNONE
67066G104NVDANVIDIA CORPORATION$16.8M1.63%136,290CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$16.4M1.59%289,430CommonNONE
46434G764EMXCISHARES INC$16.0M1.54%269,951CommonNONE
594918104MSFTMICROSOFT CORP$15.5M1.50%34,710CommonNONE
46090E103QQQINVESCO QQQ TR$15.1M1.46%31,508CommonNONE
922908611VBRVANGUARD INDEX FDS$12.1M1.17%66,159CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$11.9M1.15%177,534CommonNONE
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$11.9M1.15%120,905CommonNONE
46429B697USMVISHARES TR$10.8M1.04%128,569CommonNONE
023135106AMZNAMAZON COM INC$10.5M1.02%54,441CommonNONE
808524607SCHASCHWAB STRATEGIC TR$10.3M1.00%218,067CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.9M0.96%24,437CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$9.6M0.93%250,894CommonNONE
45782C862LOUPINNOVATOR ETFS TRUST$8.8M0.85%184,691CommonNONE
45782C805UAPRINNOVATOR ETFS TRUST$8.7M0.84%298,045CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$8.5M0.83%16,780CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$8.5M0.82%244,526CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$8.3M0.81%150,394CommonNONE
464287598IWDISHARES TR$8.2M0.80%47,177CommonNONE
058498106BALLBALL CORP$7.9M0.77%132,387CommonNONE
464287309IVWISHARES TR$7.6M0.73%81,664CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$7.5M0.72%99,638CommonNONE
464287556IBBISHARES TR$7.4M0.72%54,057CommonNONE
78464A201SLYGSPDR SER TR$6.9M0.67%80,254CommonNONE
46434V613IUSBISHARES TR$6.9M0.66%151,924CommonNONE
74348A467NOBLPROSHARES TR$6.6M0.64%68,404CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$6.2M0.60%75,941CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$6.1M0.59%62,401CommonNONE
74347R818SAAPROSHARES TR$6.0M0.58%260,000CommonNONE
808515530SCTXXSCHWAB CHARLES FAMILY FD$5.8M0.56%5,818,358CommonNONE
921910873MGCVANGUARD WORLD FD$5.7M0.56%29,116CommonNONE
45782C276NJULINNOVATOR ETFS TRUST$5.5M0.53%92,675CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$5.4M0.52%114,988CommonNONE
759937204IPORENAISSANCE CAP GREENWICH FD$5.3M0.52%132,359CommonNONE
45782C334NAPRINNOVATOR ETFS TRUST$5.3M0.51%111,649CommonNONE
25460G773WFHUSDDIREXION SHS ETF TR$5.2M0.51%95,093CommonNONE
464288885EFGISHARES TR$4.8M0.47%47,148CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4.8M0.46%96,331CommonNONE
88579Y101MMM3M CO$4.6M0.45%45,248CommonNONE
45782C342KAPRINNOVATOR ETFS TRUST$4.5M0.44%147,464CommonNONE
464287226AGGISHARES TR$4.5M0.43%46,224CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$4.5M0.43%53,234CommonNONE
108621103BWBBRIDGEWATER BANCSHARES INC$4.4M0.42%374,870CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$4.2M0.41%93,181CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$4.2M0.40%87,012CommonNONE
922908736VUGVANGUARD INDEX FDS$4.1M0.40%11,049CommonNONE
46641Q274JSCPJ P MORGAN EXCHANGE TRADED F$4.1M0.40%88,888CommonNONE
02079K305GOOGLALPHABET INC$4.1M0.40%22,581CommonNONE
00287Y109ABBVABBVIE INC$4.0M0.39%23,612CommonNONE
45782C359EAPRINNOVATOR ETFS TRUST$4.0M0.38%152,931CommonNONE
11135F101AVGOBROADCOM INC$3.6M0.35%2,253CommonNONE
464287721IYWISHARES TR$3.5M0.34%23,313CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$3.5M0.34%76,456CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$3.3M0.32%94,540CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$3.3M0.32%10,922CommonNONE
464287408IVEISHARES TR$3.3M0.32%18,141CommonNONE
46654Q732JTEKJ P MORGAN EXCHANGE TRADED F$3.2M0.31%46,790CommonNONE
464287648IWOISHARES TR$3.2M0.31%12,192CommonNONE
45782C300UJANINNOVATOR ETFS TRUST$3.2M0.31%85,527CommonNONE
464287168DVYISHARES TR$3.1M0.30%25,586CommonNONE
464288588MBBISHARES TR$2.9M0.28%31,202CommonNONE
45782C367IAPRINNOVATOR ETFS TRUST$2.8M0.27%104,630CommonNONE
922908553VNQVANGUARD INDEX FDS$2.7M0.27%32,778CommonNONE
78464A300SLYVSPDR SER TR$2.7M0.26%34,372CommonNONE
921910840MGVVANGUARD WORLD FD$2.7M0.26%22,705CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$2.7M0.26%41,003CommonNONE
922908363VOOVANGUARD INDEX FDS$2.7M0.26%5,300CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.6M0.25%4,760CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$2.5M0.25%106,380CommonNONE
464287804IJRISHARES TR$2.5M0.25%23,868CommonNONE
756158101UTGREAVES UTIL INCOME FD$2.5M0.24%91,204CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.5M0.24%12,153CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.4M0.23%31,004CommonNONE
922908744VTVVANGUARD INDEX FDS$2.4M0.23%14,786CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$2.3M0.22%78,953CommonNONE
02079K107GOOGALPHABET INC$2.3M0.22%12,496CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.3M0.22%2,665CommonNONE
902973304USBUS BANCORP DEL$2.2M0.22%56,372CommonNONE
303250104FICOFAIR ISAAC CORP$2.2M0.21%1,447CommonNONE
512807108LRCXEURLAM RESEARCH CORP$2.1M0.20%1,947CommonNONE
233051630HDEFDBX ETF TR$2.1M0.20%84,318CommonNONE
46434G103IEMGISHARES INC$2.0M0.20%37,816CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.0M0.19%16,877CommonNONE
464288877EFVISHARES TR$2.0M0.19%37,535CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$2.0M0.19%128,995CommonNONE
680033107ONBOLD NATL BANCORP IND$2.0M0.19%114,709CommonNONE
46434V456IQLTISHARES TR$2.0M0.19%50,031CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.9M0.19%14,088CommonNONE
87612E106TGTTARGET CORP$1.9M0.19%12,949CommonNONE
464287630IWNISHARES TR$1.9M0.18%12,563CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$1.9M0.18%51,970CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.9M0.18%31,394CommonNONE
580135101MCDMCDONALDS CORP$1.9M0.18%7,306CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$1.9M0.18%76,314CommonNONE
922908595VBKVANGUARD INDEX FDS$1.9M0.18%7,419CommonNONE
00162Q478DTECALPS ETF TR$1.8M0.17%43,686CommonNONE
464287655IWMISHARES TR$1.8M0.17%8,852CommonNONE
464287432TLTISHARES TR$1.7M0.17%18,836CommonNONE
464287473IWSISHARES TR$1.7M0.16%14,032CommonNONE
46138G631QQQJINVESCO EXCH TRADED FD TR II$1.7M0.16%60,118CommonNONE
G5960L103MDTMEDTRONIC PLC$1.7M0.16%21,228CommonNONE
922908769VTIVANGUARD INDEX FDS$1.6M0.16%6,142CommonNONE
69374H881COWZPACER FDS TR$1.6M0.15%28,884CommonNONE
931142103WMTWALMART INC$1.6M0.15%23,184CommonNONE
437076102HDHOME DEPOT INC$1.5M0.15%4,477CommonNONE
464287481IWPISHARES TR$1.5M0.15%13,670CommonNONE
166764100CVXCHEVRON CORP NEW$1.5M0.14%9,551CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.5M0.14%6,598CommonNONE
922908652VXFVANGUARD INDEX FDS$1.5M0.14%8,704CommonNONE
921910733ESGVVANGUARD WORLD FD$1.5M0.14%15,181CommonNONE
38747R603DRUPGRANITESHARES ETF TR$1.4M0.14%27,052CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$1.4M0.14%28,250CommonNONE
464287200IVVISHARES TR$1.4M0.14%2,618CommonNONE
00724F101ADBEADOBE INC$1.4M0.14%2,573CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.4M0.14%28,028CommonNONE
89628W500ABOTTRIMTABS ETF TR$1.4M0.14%44,809CommonNONE
478160104JNJJOHNSON & JOHNSON$1.4M0.14%9,627CommonNONE
17275R102CSCOCISCO SYS INC$1.3M0.13%27,853CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.3M0.13%3,843CommonNONE
92826C839VVISA INC$1.3M0.12%4,904CommonNONE
89628W708ABLDTRIMTABS ETF TR$1.3M0.12%42,255CommonNONE
25459Y207QQQEDIREXION SHS ETF TR$1.3M0.12%14,316CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M0.12%11,022CommonNONE
808524706SCHESCHWAB STRATEGIC TR$1.3M0.12%47,765CommonNONE
88160R101TSLATESLA INC$1.3M0.12%6,382CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$1.2M0.12%37,504CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$1.2M0.12%32,798CommonNONE
45782C888BAPRINNOVATOR ETFS TRUST$1.2M0.12%29,057CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$1.2M0.12%38,744CommonNONE
98389B100XELXCEL ENERGY INC$1.2M0.11%22,181CommonNONE
30303M102METAMETA PLATFORMS INC$1.2M0.11%2,315CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.2M0.11%28,173CommonNONE
438516106HONHONEYWELL INTL INC$1.2M0.11%5,414CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.11%6,592CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$1.1M0.11%28,248CommonNONE
532457108LLYELI LILLY & CO$1.1M0.11%1,231CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.1M0.11%27,097CommonNONE
09260D107BXBLACKSTONE INC$1.1M0.11%8,939CommonNONE
092528603BINCBLACKROCK ETF TRUST II$1.1M0.11%21,065CommonNONE
92204A702VGTVANGUARD WORLD FD$1.1M0.10%1,852CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$1.1M0.10%56,497CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.10%6,523CommonNONE
018522300AEBAALLETE INC$1.0M0.10%16,428CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.0M0.10%13,246CommonNONE
031162100AMGNAMGEN INC$1.0M0.10%3,259CommonNONE
78463X848CWISPDR INDEX SHS FDS$1.0M0.10%35,947CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$993,3360.10%6,815CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$982,7060.09%13,521CommonNONE
45782C599KOCTINNOVATOR ETFS TRUST$964,5740.09%33,741CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$957,2650.09%9,213CommonNONE
78464A409SPYGSPDR SER TR$910,5330.09%11,363CommonNONE
46434V803HEFAISHARES TR$902,2800.09%25,377CommonNONE
244199105DEDEERE & CO$890,0170.09%2,382CommonNONE
92647X822SFLOVICTORY PORTFOLIOS II$861,2810.08%33,037CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$827,2830.08%22,055CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$826,9150.08%25,058CommonNONE
G29183103ETNEATON CORP PLC$818,9930.08%2,612CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$813,8460.08%22,848CommonNONE
46435U549EAGGISHARES TR$797,0800.08%17,101CommonNONE
149123101CATCATERPILLAR INC$778,8340.08%2,338CommonNONE
464287622IWBISHARES TR$775,9840.07%2,608CommonNONE
92189F676SMHVANECK ETF TRUST$775,9570.07%2,976CommonNONE
78463V107GLDSPDR GOLD TR$775,3260.07%3,606CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$743,9420.07%29,370CommonNONE
67092P300NULVNUSHARES ETF TR$743,1090.07%19,664CommonNONE
002824100ABTABBOTT LABS$721,7610.07%6,946CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$717,4210.07%24,270CommonNONE
68389X105ORCLORACLE CORP$706,3190.07%5,002CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$702,9640.07%13,400CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$701,8420.07%3,452CommonNONE
025816109AXPAMERICAN EXPRESS CO$684,7930.07%2,957CommonNONE
92647P126MODLVICTORY PORTFOLIOS II$682,7750.07%18,276CommonNONE
742718109PGPROCTER AND GAMBLE CO$681,8550.07%4,134CommonNONE
717081103PFEPFIZER INC$678,7700.07%24,259CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$669,3470.06%30,124CommonNONE
37954Y418GXDWGLOBAL X FDS$665,7270.06%29,627CommonNONE
921910725VSGXVANGUARD WORLD FD$642,5070.06%11,219CommonNONE
00326A104SGOLETFS GOLD TR$631,8920.06%28,438CommonNONE
464287796IYEISHARES TR$630,5760.06%13,137CommonNONE
464288414MUBISHARES TR$628,2190.06%5,896CommonNONE
02209S103MOALTRIA GROUP INC$626,8670.06%13,762CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$624,5690.06%1,404CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$618,6460.06%9,079CommonNONE
882508104TXNTEXAS INSTRS INC$616,9490.06%3,171CommonNONE
464288760ITAISHARES TR$616,8900.06%4,672CommonNONE
45782C284KJULINNOVATOR ETFS TRUST$616,1490.06%22,292CommonNONE
83444M101SOLVSOLVENTUM CORP$615,8930.06%11,647CommonNONE
45782C714EJULINNOVATOR ETFS TRUST$610,8380.06%24,922CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$605,0570.06%1,094CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$601,7010.06%5,757CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$600,8550.06%20,733CommonNONE
45783Y723PSTPINNOVATOR ETFS TRUST$599,8770.06%19,681CommonNONE
81762P102NOWSERVICENOW INC$597,0830.06%759CommonNONE
56035L104MAINMAIN STR CAP CORP$591,5390.06%11,716CommonNONE
92189F692PPHVANECK ETF TRUST$591,3270.06%6,464CommonNONE
94106L109WMWASTE MGMT INC DEL$590,3730.06%2,767CommonNONE
539830109LMTLOCKHEED MARTIN CORP$584,8320.06%1,252CommonNONE
46435U713IFRAISHARES TR$583,1120.06%13,844CommonNONE
464288687PFFISHARES TR$563,8110.05%17,870CommonNONE
89628W302ABFLTRIMTABS ETF TR$557,6160.05%9,192CommonNONE
548661107LOWLOWES COS INC$555,7240.05%2,521CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$552,9700.05%25,078CommonNONE
87911L108THWABRDN WORLD HEALTHCARE FUND$539,9710.05%41,125CommonNONE
682680103OKEONEOK INC NEW$529,8090.05%6,497CommonNONE
57636Q104MAMASTERCARD INCORPORATED$523,7270.05%1,187CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$522,4980.05%5,732CommonNONE
64110L106NFLXNETFLIX INC$521,6730.05%773CommonNONE
67092P607NUSCNUSHARES ETF TR$521,0340.05%13,244CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$520,4160.05%5,200CommonNONE
464288281EMBISHARES TR$519,1390.05%5,867CommonNONE
833445109SNOWSNOWFLAKE INC$518,6110.05%3,839CommonNONE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$515,7560.05%9,122CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$512,3610.05%13,434CommonNONE
72201R643EMNTPIMCO ETF TR$510,4100.05%5,172CommonNONE
842587107SOSOUTHERN CO$508,3810.05%6,554CommonNONE
060505104BACBANK AMERICA CORP$504,5250.05%12,686CommonNONE
46435G243SUSBISHARES TR$500,4560.05%20,435CommonNONE
92537N108VRTVERTIV HOLDINGS CO$500,0280.05%5,776CommonNONE
75513E101RTXRTX CORPORATION$499,9510.05%4,980CommonNONE
31428X106FDXFEDEX CORP$494,5520.05%1,649CommonNONE
58933Y105MRKMERCK & CO INC$487,9160.05%3,941CommonNONE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$485,6690.05%20,934CommonNONE
494368103KMBKIMBERLY-CLARK CORP$481,3490.05%3,483CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$475,0750.05%8,113CommonNONE
713448108PEPPEPSICO INC$472,3180.05%2,864CommonNONE
00214Q104ARKKARK ETF TR$465,6060.04%10,594CommonNONE
89151E109TTENTOTALENERGIES SE$463,6260.04%6,953CommonNONE
92204A207VDCVANGUARD WORLD FD$463,5980.04%2,283CommonNONE
29273V100ETENERGY TRANSFER L P$459,4030.04%28,323CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$456,1520.04%10,424CommonNONE
040413106ANETEURARISTA NETWORKS INC$454,2220.04%1,296CommonNONE
45782C631IOCTINNOVATOR ETFS TRUST$450,3250.04%15,377CommonNONE
464285204IAUISHARES GOLD TR$449,5360.04%10,233CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$447,8980.04%17,414CommonNONE
46428Q109SLVISHARES SILVER TR$447,8900.04%16,857CommonNONE
45782C730UJUNINNOVATOR ETFS TRUST$443,8290.04%13,868CommonNONE
464287507IJHISHARES TR$436,9230.04%7,466CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$434,5430.04%21,760CommonNONE
747525103QCOMQUALCOMM INC$432,1960.04%2,170CommonNONE
65339F101NEENEXTERA ENERGY INC$430,4570.04%6,079CommonNONE
37954Y673PAVEGLOBAL X FDS$426,0400.04%11,508CommonNONE
00162Q858SDOGALPS ETF TR$422,7440.04%8,002CommonNONE
26922A321DSTLETF SER SOLUTIONS$421,2310.04%8,197CommonNONE
032108664HACKAMPLIFY ETF TR$418,6550.04%6,468CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$415,4150.04%5,394CommonNONE
063671101BMOBANK MONTREAL QUE$414,9740.04%4,949CommonNONE
48251W104KKRKKR & CO INC$411,9960.04%3,915CommonNONE
718172109PMPHILIP MORRIS INTL INC$411,1720.04%4,058CommonNONE
04010L103ARCCARES CAPITAL CORP$410,5160.04%19,698CommonNONE
46435G532SDGISHARES TR$407,6400.04%5,430CommonNONE
45782C722IJULINNOVATOR ETFS TRUST$403,8310.04%14,361CommonNONE
872540109TJXTJX COS INC NEW$402,9270.04%3,660CommonNONE
79466L302CRMSALESFORCE INC$396,6290.04%1,543CommonNONE
45782C516EJANINNOVATOR ETFS TRUST$395,8740.04%13,271CommonNONE
45782C524IJANINNOVATOR ETFS TRUST$395,6100.04%12,594CommonNONE
247361702DALDELTA AIR LINES INC DEL$392,7280.04%8,278CommonNONE
03076C106AMPAMERIPRISE FINL INC$390,1240.04%913CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$387,6190.04%3,842CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$383,6000.04%5,488CommonNONE
291011104EMREMERSON ELEC CO$380,1780.04%3,451CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$377,5150.04%2,172CommonNONE
464288802SUSAISHARES TR$375,8920.04%3,345CommonNONE
N07059210ASMLASML HOLDING N V$372,2740.04%364CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$370,1500.04%13,750CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$367,8660.04%55,653CommonNONE
45782C474KJANINNOVATOR ETFS TRUST$367,4630.04%10,526CommonNONE
37946R109GLPGLOBAL PARTNERS LP$365,0400.04%8,000CommonNONE
302635206FSKFS KKR CAP CORP$358,9230.03%18,192CommonNONE
97717W406AIVLWISDOMTREE TR$350,9960.03%3,517CommonNONE
032095101APHAMPHENOL CORP NEW$350,4390.03%5,202CommonNONE
191216100KOCOCA COLA CO$348,8540.03%5,481CommonNONE
45782C623EOCTINNOVATOR ETFS TRUST$348,6440.03%13,954CommonNONE
98139A105WKWORKIVA INC$347,7240.03%4,764CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$340,6010.03%8,975CommonNONE
46434G863ESGEISHARES INC$338,4450.03%10,094CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$337,6080.03%9,247CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$336,9010.03%6,688CommonNONE
464287465EFAISHARES TR$336,6670.03%4,298CommonNONE
808524698SCHISCHWAB STRATEGIC TR$334,4540.03%7,584CommonNONE
142339100CSLCARLISLE COS INC$333,0370.03%822CommonNONE
718546104PSXPHILLIPS 66$331,6130.03%2,349CommonNONE
370334104GISGENERAL MLS INC$327,4070.03%5,176CommonNONE
879105104THQABRDN HEALTHCARE OPPORTUNITI$325,6600.03%15,979CommonNONE
097023105BABOEING CO$325,0230.03%1,786CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$324,8790.03%5,758CommonNONE
311900104FASTFASTENAL CO$319,2560.03%5,080CommonNONE
231021106CMICUMMINS INC$319,0650.03%1,152CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$316,9760.03%31,921CommonNONE
49177J102KVUEKENVUE INC$314,5410.03%17,301CommonNONE
780910105RVTROYCE SMALL CAP TRUST INC$311,5510.03%21,531CommonNONE
381013101GDENGOLDEN ENTMT INC$311,1000.03%10,000CommonNONE
09247X101BLKCHFBLACKROCK INC$310,0530.03%394CommonNONE
45782C391BMARINNOVATOR ETFS TRUST$306,7790.03%7,106CommonNONE
48817R870RUNNSTRATEGIC TRUST$306,3610.03%10,036CommonNONE
863667101SYKSTRYKER CORPORATION$301,1180.03%885CommonNONE
907818108UNPUNION PAC CORP$300,8270.03%1,330CommonNONE
02364V206GHIGREYSTONE HOUSING IMPACT INV$300,0430.03%20,259CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$296,8640.03%681CommonNONE
833034101SNASNAP ON INC$292,4410.03%1,119CommonNONE
20030N101CMCSACOMCAST CORP NEW$291,4990.03%7,444CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$290,4120.03%7,475CommonNONE
001055102AFLAFLAC INC$287,1450.03%3,215CommonNONE
369550108GDGENERAL DYNAMICS CORP$286,3720.03%987CommonNONE
97717W760DLSWISDOMTREE TR$285,8610.03%4,506CommonNONE
46432F396MTUMISHARES TR$282,3470.03%1,449CommonNONE
609207105MDLZMONDELEZ INTL INC$280,7350.03%4,290CommonNONE
921909768VXUSVANGUARD STAR FDS$280,6360.03%4,654CommonNONE
89628W609ABXBTRIMTABS ETF TR$277,6800.03%13,350CommonNONE
G54950103LINLINDE PLC$276,6430.03%630CommonNONE
46429B267GOVTISHARES TR$274,2680.03%12,152CommonNONE
46137V134PBWINVESCO EXCHANGE TRADED FD T$272,9450.03%13,546CommonNONE
381430479GIGBGOLDMAN SACHS ETF TR$272,1340.03%6,014CommonNONE
29362U104ENTGENTEGRIS INC$267,5770.03%1,976CommonNONE
464287176TIPISHARES TR$262,1450.03%2,455CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$261,7410.03%4,074CommonNONE
78468R861TIPXSPDR SER TR$261,7110.03%14,162CommonNONE
773903109ROKROCKWELL AUTOMATION INC$261,4360.03%950CommonNONE
443510607HUBBHUBBELL INC$258,9660.03%709CommonNONE
942622200WSOWATSCO INC$258,7210.03%559CommonNONE
871829107SYYSYSCO CORP$257,1860.02%3,603CommonNONE
055622104BPBP PLC$256,0330.02%7,092CommonNONE
45782C615NOCTINNOVATOR ETFS TRUST$254,4010.02%5,189CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$251,7950.02%6,576CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$250,6410.02%2,507CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$249,3340.02%466CommonNONE
46434V381XTISHARES TR$248,5750.02%4,225CommonNONE
904767704UNILEVER PLC$248,4220.02%4,518CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$247,8420.02%4,728CommonNONE
464287234EEMISHARES TR$246,6390.02%5,791CommonNONE
808524672SCHYSCHWAB STRATEGIC TR$245,3710.02%10,410CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$244,4900.02%633CommonNONE
595112103MUMICRON TECHNOLOGY INC$244,3810.02%1,858CommonNONE
45782C839UJULINNOVATOR ETFS TRUST$244,0170.02%7,499CommonNONE
655844108NSCNORFOLK SOUTHN CORP$239,0000.02%1,113CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$238,7410.02%5,037CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$237,9250.02%3,638CommonNONE
45782C789BJULINNOVATOR ETFS TRUST$237,7280.02%5,690CommonNONE
086516101BBYBEST BUY INC$236,9270.02%2,811CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$236,8900.02%4,874CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$236,8330.02%2,963CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$236,3160.02%5,690CommonNONE
45782C755BJUNINNOVATOR ETFS TRUST$235,8870.02%6,036CommonNONE
922908629VOVANGUARD INDEX FDS$231,8170.02%958CommonNONE
45783Y335AAPRINNOVATOR ETFS TRUST$226,9270.02%8,973CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$226,2390.02%2,257CommonNONE
46436E338TLTWISHARES TR$222,7490.02%8,674CommonNONE
366651107ITGARTNER INC$222,2850.02%495CommonNONE
45782C466NJANINNOVATOR ETFS TRUST$220,5820.02%4,864CommonNONE
61945C103MOSMOSAIC CO NEW$220,0900.02%7,616CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$219,9420.02%6,059CommonNONE
03831W108APPAPPLOVIN CORP$219,6180.02%2,639CommonNONE
46435G425ESGUISHARES TR$218,8490.02%1,834CommonNONE
458140100INTCINTEL CORP$217,9560.02%7,038CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$215,0010.02%1,074CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$214,4120.02%3,422CommonNONE
26923G822PFFAETFIS SER TR I$214,0120.02%10,177CommonNONE
92936U109WPCWP CAREY INC$213,5940.02%3,880CommonNONE
45782C672UAUGINNOVATOR ETFS TRUST$213,2400.02%6,337CommonNONE
46434V886HEWJISHARES TR$211,7150.02%4,851CommonNONE
654106103NKENIKE INC$211,5430.02%2,807CommonNONE
26922A289UFOXETF SER SOLUTIONS$209,3260.02%5,008CommonNONE
92189F882GENZVANECK ETF TRUST$206,6620.02%5,123CommonNONE
82509L107SHOPSHOPIFY INC$206,4060.02%3,125CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$206,1810.02%52CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$203,6060.02%2,525CommonNONE
704326107PAYXPAYCHEX INC$202,8830.02%1,711CommonNONE
855244109SBUXSTARBUCKS CORP$202,2440.02%2,598CommonNONE
46434G822EWJISHARES INC$200,3220.02%2,936CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$193,4960.02%13,772CommonNONE
652526203NEWTNEWTEKONE INC$191,1240.02%15,205CommonNONE
015564107FRTYTHE ALGER ETF TRUST$160,6500.02%10,000CommonNONE
345370860FFORD MTR CO DEL$157,3900.02%12,551CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$140,9770.01%10,505CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$130,6880.01%11,315CommonNONE
30052C107EOLSEVOLUS INC$119,3500.01%11,000CommonNONE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$99,8660.01%13,369CommonNONE
21924B302CLMCORNERSTONE STRATEGIC VALUE$77,0000.01%10,000CommonNONE
62914V106NIONIO INC$69,9340.01%16,811CommonNONE
422704106HLHECLA MNG CO$59,7640.01%12,322CommonNONE
38071H106GROYGOLD ROYALTY CORP$35,2850.00%25,025CommonNONE
59124U605MTAMETALLA RTY & STREAMING LTD$28,7150.00%10,329CommonNONE
15961R105CHARGEPOINT HOLDINGS INC$17,1110.00%11,332CommonNONE
68404V100OPTINOSE INC$12,5180.00%12,037CommonNONE
536221104LEVEURTHE LION ELECTRIC COMPANY$10,9030.00%12,000CommonNONE
38149E101GLDGGOLDMINING INC$9,4350.00%10,554CommonNONE
927926303VGZVISTA GOLD CORP$6,6500.00%14,300CommonNONE
98980M109ZOMDFZOMEDICA CORP$3,2300.00%22,095CommonNONE
13803R110GOEWQCANOO INC$1,1720.00%16,500CommonNONE

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.