MondegarAI
DELTA ASSET MANAGEMENT LLC/TN

Q4 2024 · 13F-HR

DELTA ASSET MANAGEMENT LLC/TNholdings as filed

Filed 2025-02-12 · accession 0001855205-25-000010

$1.12B
Reported value
619
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 619

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$186.6M16.7%442,707CommonSOLE
78409V104SPGIS&P GLOBAL INC$64.4M5.76%129,277CommonSOLE
548661107LOWLOWES COS INC$59.4M5.31%240,603CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$47.9M4.29%83,709CommonSOLE
G29183103ETNEATON CORP PLC$47.8M4.28%144,126CommonSOLE
931142103WMTWALMART INC$47.0M4.21%520,694CommonSOLE
438516106HONHONEYWELL INTL INC$47.0M4.21%208,101CommonSOLE
742718109PGPROCTER AND GAMBLE CO$40.0M3.58%238,692CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$34.8M3.12%510,524CommonSOLE
254687106DISDISNEY WALT CO$31.7M2.84%284,934CommonSOLE
871829107SYYSYSCO CORP$31.7M2.83%414,469CommonSOLE
949746101WMT2WELLS FARGO CO NEW$30.5M2.73%434,098CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$23.2M2.07%301,607CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$22.5M2.02%178,681CommonSOLE
20030N101CMCSACOMCAST CORP NEW$22.5M2.01%599,411CommonSOLE
149123101CATCATERPILLAR INC$21.7M1.94%59,734CommonSOLE
053611109AVYAVERY DENNISON CORP$20.8M1.86%111,278CommonSOLE
29250N105ENBENBRIDGE INC$20.0M1.79%471,636CommonSOLE
278865100ECLECOLAB INC$19.3M1.73%82,406CommonSOLE
075887109BDXBECTON DICKINSON & CO$18.9M1.69%83,352CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$17.8M1.59%221,506CommonSOLE
75513E101RTXRTX CORPORATION$14.3M1.28%123,990CommonSOLE
291011104EMREMERSON ELEC CO$14.3M1.28%115,506CommonSOLE
89832Q109TFCTRUIST FINL CORP$13.8M1.23%317,411CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$13.4M1.20%38,181CommonSOLE
037833100AAPLAPPLE INC$13.0M1.17%52,052CommonSOLE
00724F101ADBEADOBE INC$11.1M0.99%24,907CommonSOLE
464288646IGSBISHARES TR$8.0M0.72%155,445CommonSOLE
30231G102XOMEXXON MOBIL CORP$7.6M0.68%70,216CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$6.5M0.58%70,255CommonSOLE
00287Y109ABBVABBVIE INC$6.4M0.57%35,835CommonSOLE
478160104JNJJOHNSON & JOHNSON$6.2M0.56%43,174CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.0M0.53%13,191CommonSOLE
78464A474SPSBSPDR SER TR$5.5M0.49%183,081CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.4M0.39%77,306CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.3M0.39%32,122CommonSOLE
437076102HDHOME DEPOT INC$3.9M0.35%10,061CommonSOLE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$3.7M0.33%69,680CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.6M0.32%14,976CommonSOLE
002824100ABTABBOTT LABS$3.6M0.32%31,423CommonSOLE
680223104ORIOLD REP INTL CORP$3.4M0.30%93,570CommonSOLE
071813109BAXBAXTER INTL INC$3.2M0.29%111,111CommonSOLE
21871N101CXWCORECIVIC INC$3.1M0.28%142,529CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.1M0.28%77,114CommonSOLE
023135106AMZNAMAZON COM INC$3.0M0.27%13,641CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$3.0M0.27%41,605CommonSOLE
00206R102TAT&T INC$3.0M0.27%130,882CommonSOLE
717081103PFEPFIZER INC$2.6M0.23%97,994CommonSOLE
458140100INTCINTEL CORP$2.4M0.22%122,169CommonSOLE
62955J103NOVNOV INC$2.4M0.22%165,722CommonSOLE
94106L109WMWASTE MGMT INC DEL$2.3M0.21%11,620CommonSOLE
580135101MCDMCDONALDS CORP$2.2M0.20%7,672CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$2.2M0.20%109,376CommonSOLE
31428X106FDXFEDEX CORP$2.1M0.19%7,460CommonSOLE
30303M102METAMETA PLATFORMS INC$2.0M0.18%3,449CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$2.0M0.18%12,991CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.0M0.18%2,182CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.8M0.16%3,078CommonSOLE
713448108PEPPEPSICO INC$1.7M0.15%11,093CommonSOLE
166764100CVXCHEVRON CORP NEW$1.7M0.15%11,625CommonSOLE
92826C839VVISA INC$1.6M0.15%5,203CommonSOLE
58933Y105MRKMERCK & CO INC$1.4M0.13%14,270CommonSOLE
617446448MSMORGAN STANLEY$1.4M0.12%11,102CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.3M0.12%14,469CommonSOLE
053332102AZOAUTOZONE INC$1.2M0.11%387CommonSOLE
02079K107GOOGALPHABET INC$1.2M0.11%6,385CommonSOLE
47215P106JDJD.COM INC$1.2M0.11%35,000CommonSOLE
842587107SOSOUTHERN CO$1.2M0.11%14,729CommonSOLE
191216100KOCOCA COLA CO$1.2M0.11%19,010CommonSOLE
02079K305GOOGLALPHABET INC$1.2M0.11%6,210CommonSOLE
260557103DOWDOW INC$1.1M0.10%28,524CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.10%5,135CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.0M0.09%3,628CommonSOLE
17275R102CSCOCISCO SYS INC$920,8990.08%15,556CommonSOLE
369604301GEGE AEROSPACE$914,0090.08%5,480CommonSOLE
68389X105ORCLORACLE CORP$904,0220.08%5,425CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$795,3640.07%10,431CommonSOLE
718172109PMPHILIP MORRIS INTL INC$764,3430.07%6,351CommonSOLE
922908769VTIVANGUARD INDEX FDS$732,3500.07%2,527CommonSOLE
060505104BACBANK AMERICA CORP$723,9520.06%16,472CommonSOLE
609207105MDLZMONDELEZ INTL INC$637,6770.06%10,676CommonSOLE
02209S103MOALTRIA GROUP INC$635,5850.06%12,155CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$627,8240.06%6,906CommonSOLE
464287200IVVISHARES TR$605,7520.05%1,029CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$583,5810.05%12,110CommonSOLE
74340W103PLDPROLOGIS INC.$547,9490.05%5,184CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$537,4520.05%1,836CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$535,9890.05%4,758CommonSOLE
172967424CCITIGROUP INC$531,2710.05%7,548CommonSOLE
22052L104CTVACORTEVA INC$529,5000.05%9,296CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$520,7960.05%16,607CommonSOLE
311900104FASTFASTENAL CO$517,7520.05%7,200CommonSOLE
532457108LLYELI LILLY & CO$504,9070.05%654CommonSOLE
98978V103ZTSZOETIS INC$502,9650.04%3,087CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$500,4460.04%2,595CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$488,2180.04%7,819CommonSOLE
244199105DEDEERE & CO$482,1710.04%1,138CommonSOLE
920253101VMIVALMONT INDS INC$466,7520.04%1,522CommonSOLE
36828A101GEVGE VERNOVA INC$442,7400.04%1,346CommonSOLE
025816109AXPAMERICAN EXPRESS CO$439,5460.04%1,481CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$439,4220.04%15,610CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$434,8870.04%1,853CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$434,7440.04%18,484CommonSOLE
907818108UNPUNION PAC CORP$426,6630.04%1,871CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$425,9060.04%952CommonSOLE
464288810IHIISHARES TR$420,1200.04%7,200CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$406,9490.04%14,602CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$379,8680.03%2,300CommonSOLE
46429B267GOVTISHARES TR$369,6100.03%16,084CommonSOLE
902973304USBUS BANCORP DEL$351,7900.03%7,355CommonSOLE
001055102AFLAFLAC INC$343,2300.03%3,318CommonSOLE
500754106KHCKRAFT HEINZ CO$336,5510.03%10,959CommonSOLE
020002101ALLALLSTATE CORP$317,5250.03%1,647CommonSOLE
91529Y106UNMUNUM GROUP$315,8550.03%4,325CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$312,1930.03%1,296CommonSOLE
65339F101NEENEXTERA ENERGY INC$309,9880.03%4,324CommonSOLE
464287622IWBISHARES TR$306,0520.03%950CommonSOLE
90353W103UIUBIQUITI INC$302,1690.03%910CommonSOLE
747525103QCOMQUALCOMM INC$298,7910.03%1,945CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$291,5200.03%852CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$290,5920.03%598CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$290,4470.03%3,149CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$286,8600.03%10,500CommonSOLE
64110L106NFLXNETFLIX INC$285,2220.03%320CommonSOLE
888787108TOSTTOAST INC$280,7010.03%7,701CommonSOLE
G54950103LINLINDE PLC$278,4160.02%665CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$274,7880.02%3,250CommonSOLE
46090E103QQQINVESCO QQQ TR$269,9290.02%528CommonSOLE
887098101TSBKTIMBERLAND BANCORP INC$268,4880.02%8,800CommonSOLE
031162100AMGNAMGEN INC$264,8100.02%1,016CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$260,6820.02%2,094CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$256,7430.02%5,082CommonSOLE
464288307IMCGISHARES TR$253,7810.02%3,360CommonSOLE
922908363VOOVANGUARD INDEX FDS$235,2900.02%437CommonSOLE
410867105THGHANOVER INS GROUP INC$231,9900.02%1,500CommonSOLE
235851102DHRDANAHER CORPORATION$226,3360.02%986CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$224,1790.02%4,225CommonSOLE
98419M100XYLXYLEM INC$223,9190.02%1,930CommonSOLE
303075105FDSFACTSET RESH SYS INC$216,1260.02%450CommonSOLE
464287226AGGISHARES TR$210,7580.02%2,175CommonSOLE
78463V107GLDSPDR GOLD TR$209,4420.02%865CommonSOLE
771049103RBLXROBLOX CORP$203,9570.02%3,525CommonSOLE
009066101ABNBAIRBNB INC$203,8170.02%1,551CommonSOLE
20825C104COPCONOCOPHILLIPS$203,6950.02%2,054CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$200,4200.02%2,650CommonSOLE
832696405SJMSMUCKER J M CO$195,7930.02%1,778CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$194,4630.02%1,484CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$194,2000.02%2,000CommonSOLE
436893200HOMBHOME BANCSHARES INC$191,2800.02%6,759CommonSOLE
233331107DTEDTE ENERGY CO$184,1440.02%1,525CommonSOLE
038222105AMATAPPLIED MATLS INC$183,8480.02%1,130CommonSOLE
09260D107BXBLACKSTONE INC$183,6390.02%1,065CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$178,1650.02%1,475CommonSOLE
G5960L103MDTMEDTRONIC PLC$174,9370.02%2,190CommonSOLE
H1467J104CBCHUBB LIMITED$174,8980.02%633CommonSOLE
294429105EFXEQUIFAX INC$168,9660.02%663CommonSOLE
451107106IDAIDACORP INC$168,0900.02%1,538CommonSOLE
75970E107RNSTRENASANT CORP$167,0240.01%4,672CommonSOLE
45827U109INTAINTAPP INC$166,5700.01%2,599CommonSOLE
45168D104IDXXIDEXX LABS INC$165,3760.01%400CommonSOLE
904767704UNILEVER PLC$163,8630.01%2,890CommonSOLE
56585A102MPCMARATHON PETE CORP$159,3090.01%1,142CommonSOLE
534187109LNCLINCOLN NATL CORP IND$158,5500.01%5,000CommonSOLE
579780206MKCMCCORMICK & CO INC$155,5300.01%2,040CommonSOLE
88160R101TSLATESLA INC$155,4780.01%385CommonSOLE
780259305SHELSHELL PLC$155,3720.01%2,480CommonSOLE
30257X104FBKFB FINL CORP$154,5300.01%3,000CommonSOLE
52110M109LAZLAZARD INC$154,4400.01%3,000CommonSOLE
42226K105HRHEALTHCARE RLTY TR$152,3970.01%8,991CommonSOLE
25746U109DDOMINION ENERGY INC$150,2690.01%2,790CommonSOLE
21874A130CORZZCORE SCIENTIFIC INC NEW$148,8220.01%10,615CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$147,6070.01%2,225CommonSOLE
48251W104KKRKKR & CO INC$145,8210.01%986CommonSOLE
461202103INTUINTUIT$143,2980.01%228CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$140,8800.01%1,802CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$139,3710.01%623CommonSOLE
036752103ELVELEVANCE HEALTH INC$136,4930.01%370CommonSOLE
704326107PAYXPAYCHEX INC$135,7330.01%968CommonSOLE
46429B697USMVISHARES TR$132,1200.01%1,488CommonSOLE
67066V101NADNUVEEN QUALITY MUNCP INCOME$128,2600.01%11,000CommonSOLE
22160N109CSGPCOSTAR GROUP INC$125,9980.01%1,760CommonSOLE
464288414MUBISHARES TR$124,6640.01%1,170CommonSOLE
801056102SANMSANMINA CORPORATION$124,4770.01%1,645CommonSOLE
29444U700EQIXEQUINIX INC$124,4610.01%132CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$122,2370.01%1,427CommonSOLE
81762P102NOWSERVICENOW INC$120,8540.01%114CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$117,6760.01%1,590CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$114,8300.01%227CommonSOLE
G6683N103NUNU HLDGS LTD$111,2660.01%10,740CommonSOLE
09290D101BLKBLACKROCK INC$109,6870.01%107CommonSOLE
87612E106TGTTARGET CORP$109,4960.01%810CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$109,4000.01%1,000CommonSOLE
45073V108ITTITT INC$107,1600.01%750CommonSOLE
46429B689EFAVISHARES TR$104,2270.01%1,474CommonSOLE
922908637VVVANGUARD INDEX FDS$104,1040.01%386CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$102,6590.01%302CommonSOLE
74933W452TBILRBB FD INC$98,2240.01%1,970CommonSOLE
79466L302CRMSALESFORCE INC$97,6240.01%292CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$93,1980.01%600CommonSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETU$90,4100.01%5,105CommonSOLE
58155Q103MCKMCKESSON CORP$90,3290.01%158CommonSOLE
922908736VUGVANGUARD INDEX FDS$90,2970.01%220CommonSOLE
988498101YUMYUM BRANDS INC$89,8870.01%670CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$89,6340.01%191CommonSOLE
59156R108METMETLIFE INC$89,0040.01%1,087CommonSOLE
231021106CMICUMMINS INC$88,8930.01%255CommonSOLE
78464A763SDYSPDR SER TR$88,3750.01%669CommonSOLE
29476L107EQREQUITY RESIDENTIAL$88,2650.01%1,230CommonSOLE
055622104BPBP PLC$86,0420.01%2,911CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$85,2980.01%6,071CommonSOLE
088606108BHPBHP GROUP LTD$84,6220.01%1,733CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$82,9980.01%5,800CommonSOLE
358054104FRSHFRESHWORKS INC$82,2240.01%5,085CommonSOLE
30161N101EXCEXELON CORP$81,7160.01%2,171CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$81,1470.01%636CommonSOLE
46432F842IEFAISHARES TR$79,4160.01%1,130CommonSOLE
109641100EATBRINKER INTL INC$79,3740.01%600CommonSOLE
918090101UTZUTZ BRANDS INC$78,3000.01%5,000CommonSOLE
23345M107DTMDT MIDSTREAM INC$77,6550.01%781CommonSOLE
29364G103ETRENTERGY CORP NEW$76,2750.01%1,006CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$76,0680.01%300CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$75,9390.01%552CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$74,5260.01%15CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$72,9080.01%1,067CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$72,3840.01%1,200CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$72,3230.01%901CommonSOLE
464286426EEMAISHARES INC$71,6500.01%1,000CommonSOLE
654106103NKENIKE INC$70,6000.01%933CommonSOLE
21874A114CORZWCORE SCIENTIFIC INC NEW$70,1910.01%8,539CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$70,0200.01%826CommonSOLE
501044101KRKROGER CO$69,0550.01%1,129CommonSOLE
872540109TJXTJX COS INC NEW$68,3780.01%566CommonSOLE
81730H109SSENTINELONE INC$68,1980.01%3,072CommonSOLE
440407104HBNCHORIZON BANCORP INC$66,0510.01%4,100CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$65,9780.01%370CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$64,9250.01%3,203CommonSOLE
464287689IWVISHARES TR$64,1760.01%192CommonSOLE
626755102MUSAMURPHY USA INC$63,7220.01%127CommonSOLE
464287515IGVISHARES TR$62,5750.01%625CommonSOLE
464287614IWFISHARES TR$62,2450.01%155CommonSOLE
46432F339QUALISHARES TR$61,6160.01%346CommonSOLE
047726104BATRAATLANTA BRAVES HLDGS INC$61,2000.01%1,500CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$61,1760.01%1,398CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$58,7740.01%525CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$58,5510.01%340CommonSOLE
665859104NTRSNORTHERN TR CORP$57,9130.01%565CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$57,8490.01%1,512CommonSOLE
969457100WMBWILLIAMS COS INC$57,4750.01%1,062CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$56,5920.01%1,383CommonSOLE
512807306LRCXLAM RESEARCH CORP$55,6170.00%770CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$55,5280.00%1,750CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$55,3850.00%500CommonSOLE
88579Y101MMM3M CO$53,7010.00%416CommonSOLE
03076C106AMPAMERIPRISE FINL INC$53,2430.00%100CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$53,1320.00%292CommonSOLE
427866108HSYHERSHEY CO$52,4990.00%310CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$52,3550.00%500CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$51,7300.00%739CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$51,7150.00%480CommonSOLE
097023105BABOEING CO$51,6450.00%292CommonSOLE
125523100CITHE CIGNA GROUP$51,6380.00%187CommonSOLE
11135F101AVGOBROADCOM INC$51,0050.00%220CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$50,9050.00%170CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$50,7020.00%480CommonSOLE
693506107PPGPPG INDS INC$50,1380.00%420CommonSOLE
372460105GPCGENUINE PARTS CO$50,0900.00%429CommonSOLE
219350105GLWCORNING INC$49,8280.00%1,049CommonSOLE
570535104MKLMARKEL GROUP INC$48,3340.00%28CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$48,2550.00%170CommonSOLE
H2906T109GRMNGARMIN LTD$47,2340.00%229CommonSOLE
427096508HTGCHERCULES CAPITAL INC$46,9700.00%2,338CommonSOLE
40434L105HPQHP INC$46,8570.00%1,436CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$46,3610.00%1,692CommonSOLE
577081102MATMATTEL INC$46,1690.00%2,604CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$45,4920.00%533CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$45,4820.00%270CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$44,6220.00%572CommonSOLE
42222N103HSTMHEALTHSTREAM INC$44,5200.00%1,400CommonSOLE
428291108HXLHEXCEL CORP NEW$43,8900.00%700CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$42,4040.00%525CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$41,6410.00%557CommonSOLE
12572Q105CMECME GROUP INC$40,6400.00%175CommonSOLE
37733W204GSKGSK PLC$40,1440.00%1,187CommonSOLE
277276101EGPEASTGROUP PPTYS INC$40,1440.00%250CommonSOLE
65473P105NINISOURCE INC$40,0680.00%1,090CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$40,0580.00%77CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$40,0190.00%76CommonSOLE
337932107FEFIRSTENERGY CORP$39,7400.00%999CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$38,8830.00%212CommonSOLE
464287655IWMISHARES TR$38,6680.00%175CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$38,4610.00%65CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$38,4380.00%325CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$37,9910.00%1,130CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$37,9170.00%103CommonSOLE
898402102TRMKTRUSTMARK CORP$37,4920.00%1,060CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$37,4650.00%500CommonSOLE
30034W106EVRGEVERGY INC$37,2380.00%605CommonSOLE
00214Q708ARKFARK ETF TR$37,0500.00%1,000CommonSOLE
136385101CNQCANADIAN NAT RES LTD$37,0440.00%1,200CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$36,9560.00%19CommonSOLE
126650100CVSCVS HEALTH CORP$36,8320.00%820CommonSOLE
67071L106NVGNUVEEN AMT FREE MUN CR INC F$36,7800.00%3,000CommonSOLE
540424108LLOEWS CORP$36,5010.00%431CommonSOLE
780087102RYROYAL BK CDA$36,1530.00%300CommonSOLE
189054109CLXCLOROX CO DEL$36,0550.00%222CommonSOLE
11271J107BNBROOKFIELD CORP$35,8490.00%624CommonSOLE
172908105CTASCINTAS CORP$35,8090.00%196CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$35,2490.00%1,546CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$35,0020.00%981CommonSOLE
80105N105SNYSANOFI$33,7610.00%700CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$33,7600.00%1,600CommonSOLE
46434G822EWJISHARES INC$33,5500.00%500CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$33,2240.00%158CommonSOLE
92338C103VLTOVERALTO CORP$32,1850.00%316CommonSOLE
460146103IPINTERNATIONAL PAPER CO$31,4850.00%585CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$31,2930.00%1,350CommonSOLE
26875P101EOGEOG RES INC$30,6450.00%250CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$30,3740.00%275CommonSOLE
518439104ELLAUDER ESTEE COS INC$29,9920.00%400CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$29,6510.00%320CommonSOLE
464287598IWDISHARES TR$29,6210.00%160CommonSOLE
345370860FFORD MTR CO$29,0370.00%2,933CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$28,9670.00%367CommonSOLE
550021109LULULULULEMON ATHLETICA INC$28,6810.00%75CommonSOLE
464287507IJHISHARES TR$28,3510.00%455CommonSOLE
922908611VBRVANGUARD INDEX FDS$28,3400.00%143CommonSOLE
46138E297EELVINVESCO EXCH TRADED FD TR II$28,3030.00%1,209CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$28,1280.00%380CommonSOLE
049560105ATOATMOS ENERGY CORP$27,7150.00%199CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$27,6980.00%575CommonSOLE
12504L109CBRECBRE GROUP INC$27,4400.00%209CommonSOLE
29273V100ETENERGY TRANSFER L P$27,4260.00%1,400CommonSOLE
00214Q104ARKKARK ETF TR$27,2520.00%480CommonSOLE
42809H107HESHESS CORP$26,7350.00%201CommonSOLE
855244109SBUXSTARBUCKS CORP$25,9150.00%284CommonSOLE
115236101BROBROWN & BROWN INC$25,5050.00%250CommonSOLE
464288752ITBISHARES TR$25,4340.00%246CommonSOLE
872590104TMUST-MOBILE US INC$25,3840.00%115CommonSOLE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$25,1820.00%1,800CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$25,1590.00%346CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$25,0350.00%500CommonSOLE
042068205ARMARM HOLDINGS PLC$24,6720.00%200CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$24,1740.00%450CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$23,9580.00%732CommonSOLE
464288513HYGISHARES TR$23,5950.00%300CommonSOLE
31154R109FPIFARMLAND PARTNERS INC$23,5200.00%2,000CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$23,5100.00%175CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$23,3820.00%101CommonSOLE
68134L109OLOGBXOLO INC$23,0400.00%3,000CommonSOLE
23325P104DNPDNP SELECT INCOME FD INC$22,9850.00%2,606CommonSOLE
464287481IWPISHARES TR$22,8150.00%180CommonSOLE
00508Y102AYIACUITY BRANDS INC$22,7860.00%78CommonSOLE
670346105NUENUCOR CORP$22,6420.00%194CommonSOLE
03073E105CORCENCORA INC$22,4680.00%100CommonSOLE
464289883AOKISHARES TR$22,3800.00%600CommonSOLE
46434V787BYLDISHARES TR$22,1650.00%1,000CommonSOLE
05379B107AVAAVISTA CORP$21,9780.00%600CommonSOLE
46429B655FLOTISHARES TR$21,6240.00%425CommonSOLE
16411R208LNGCHENIERE ENERGY INC$21,4870.00%100CommonSOLE
032797300AVXLANAVEX LIFE SCIENCES CORP$21,4800.00%2,000CommonSOLE
316773100FITBFIFTH THIRD BANCORP$21,3940.00%506CommonSOLE
464288158SUBISHARES TR$21,0960.00%200CommonSOLE
384802104GWWGRAINGER W W INC$21,0810.00%20CommonSOLE
464289875AOMISHARES TR$20,6340.00%475CommonSOLE
46434V407SHYGISHARES TR$20,5810.00%483CommonSOLE
531229722LLYVK*LIBERTY MEDIA CORP DEL$20,4860.00%301CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$20,3390.00%560CommonSOLE
987184108YORWYORK WTR CO$20,0570.00%613CommonSOLE
393657101GBXGREENBRIER COS INC$19,8830.00%326CommonSOLE
53815P108RAMPLIVERAMP HLDGS INC$19,7410.00%650CommonSOLE
04010L103ARCCARES CAPITAL CORP$19,6350.00%897CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$19,4890.00%810CommonSOLE
205887102CAGCONAGRA BRANDS INC$19,4250.00%700CommonSOLE
370334104GISGENERAL MLS INC$19,1310.00%300CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$18,9080.00%732CommonSOLE
001084102AGCOAGCO CORP$18,8830.00%202CommonSOLE
690742101OCOWENS CORNING NEW$18,7350.00%110CommonSOLE
98980G102ZSZSCALER INC$18,5820.00%103CommonSOLE
337738108FISVFISERV INC$18,4880.00%90CommonSOLE
836100107SOUNSOUNDHOUND AI INC$18,4510.00%930CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$18,4350.00%750CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$18,0050.00%63CommonSOLE
66611T108NFBKNORTHFIELD BANCORP INC DEL$17,8250.00%1,534CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$17,7870.00%15CommonSOLE
806857108SLBSCHLUMBERGER LTD$17,3360.00%452CommonSOLE
30040W108ESEVERSOURCE ENERGY$17,2290.00%300CommonSOLE
858119100STLDSTEEL DYNAMICS INC$17,1110.00%150CommonSOLE
253868103DLRDIGITAL RLTY TR INC$16,3140.00%92CommonSOLE
882508104TXNTEXAS INSTRS INC$16,3130.00%87CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$16,2110.00%87CommonSOLE
464286285EMHYISHARES INC$15,9900.00%421CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$15,7950.00%183CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$15,4440.00%650CommonSOLE
G87052109TELTE CONNECTIVITY PLC$15,2980.00%107CommonSOLE
09062X103BIIBBIOGEN INC$15,2920.00%100CommonSOLE
576323109MTZMASTEC INC$15,2480.00%112CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$15,0150.00%191CommonSOLE
55261F104MTBM & T BK CORP$14,8530.00%79CommonSOLE
49446R109KIMKIMCO RLTY CORP$14,8310.00%633CommonSOLE
464287556IBBISHARES TR$14,8080.00%112CommonSOLE
464288760ITAISHARES TR$14,5350.00%100CommonSOLE
833445109SNOWSNOWFLAKE INC$14,5150.00%94CommonSOLE
626717102MURMURPHY OIL CORP$14,4340.00%477CommonSOLE
651639106NEMNEWMONT CORP$13,6230.00%366CommonSOLE
464288612GVIISHARES TR$13,5500.00%130CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$13,4460.00%160CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$13,3350.00%266CommonSOLE
983793100XPOXPO INC$13,1150.00%100CommonSOLE
091941104BGTBLACKROCK FLOATING RATE INC$12,8600.00%1,000CommonSOLE
929160109VMCVULCAN MATLS CO$12,6040.00%49CommonSOLE
863667101SYKSTRYKER CORPORATION$12,6020.00%35CommonSOLE
513272104LWLAMB WESTON HLDGS INC$12,2300.00%183CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$12,1350.00%100CommonSOLE
530307107LBRDALIBERTY BROADBAND CORP$11,8980.00%160CommonSOLE
46138E784PCYINVESCO EXCH TRADED FD TR II$11,8520.00%598CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$11,4980.00%310CommonSOLE
260003108DOVDOVER CORP$11,3360.00%60CommonSOLE
922908553VNQVANGUARD INDEX FDS$11,0660.00%124CommonSOLE
02072L722DRLLEA SERIES TRUST$10,9080.00%400CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$10,8470.00%21CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$10,8140.00%823CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$10,7940.00%275CommonSOLE
15135U109CVECENOVUS ENERGY INC$10,7410.00%709CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$10,6240.00%279CommonSOLE
959802109WUWESTERN UN CO$10,6000.00%1,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$10,5200.00%125CommonSOLE
70806A106PFLTPENNANTPARK FLOATING RATE CA$10,3070.00%943CommonSOLE
966084204WSRWHITESTONE REIT$10,2730.00%725CommonSOLE
867975104SNRENSUNRISE COMMUNICATIONS AG$10,1670.00%236CommonSOLE
464288257ACWIISHARES TR$9,9880.00%85CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$9,9840.00%150CommonSOLE
464287168DVYISHARES TR$9,8470.00%75CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$9,8010.00%53CommonSOLE
464285204IAUISHARES GOLD TR$9,6540.00%195CommonSOLE
78468R408SJNKSPDR SER TR$9,4940.00%376CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$9,4750.00%500CommonSOLE
19247L106RQICOHEN & STEERS QUALITY INCOM$9,4740.00%774CommonSOLE
464286822EWWISHARES INC$9,3640.00%200CommonSOLE
03852U106ARMKARAMARK$9,1410.00%245CommonSOLE
88688T100TLRYEURTILRAY BRANDS INC$8,9160.00%6,704CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$8,8080.00%200CommonSOLE
37959E102GLGLOBE LIFE INC$8,6990.00%78CommonSOLE
594972408MSTRMICROSTRATEGY INC$8,6890.00%30CommonSOLE
46428Q109SLVISHARES SILVER TR$8,6890.00%330CommonSOLE
201723103CMCCOMMERCIAL METALS CO$8,6800.00%175CommonSOLE
758849103REGREGENCY CTRS CORP$8,6500.00%117CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$8,5440.00%15CommonSOLE
69351T106PPLPPL CORP$8,4400.00%260CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$8,3990.00%155CommonSOLE
682680103OKEONEOK INC NEW$8,3330.00%83CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$8,2830.00%186CommonSOLE
172062101CINFCINCINNATI FINL CORP$8,1910.00%57CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$8,0790.00%150CommonSOLE
83444M101SOLVSOLVENTUM CORP$8,0590.00%122CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$8,0060.00%375CommonSOLE
012653101ALBALBEMARLE CORP$8,0050.00%93CommonSOLE
886364819FXEDTIDAL ETF TR$7,7990.00%430CommonSOLE
46435G474FALNISHARES TR$7,7190.00%289CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$7,6370.00%39CommonSOLE
26210C104DBXDROPBOX INC$7,5100.00%250CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$7,3900.00%200CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$7,2880.00%151CommonSOLE
192576106COHUCOHU INC$7,2620.00%272CommonSOLE
222070203COTYCOTY INC$6,9600.00%1,000CommonSOLE
464289867AORISHARES TR$6,8780.00%120CommonSOLE
73278L105POOLPOOL CORP$6,8190.00%20CommonSOLE
92936U109WPCWP CAREY INC$6,8100.00%125CommonSOLE
464287887IJTISHARES TR$6,7690.00%50CommonSOLE
422806208HEI/AHEICO CORP NEW$6,6990.00%36CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$6,6950.00%140CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$6,6580.00%380CommonSOLE
55354G100MSCIMSCI INC$6,6000.00%11CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$6,3940.00%270CommonSOLE
756158101UTGREAVES UTIL INCOME FD$6,3380.00%200CommonSOLE
464287804IJRISHARES TR$6,3370.00%55CommonSOLE
150870103CECELANESE CORP DEL$6,2980.00%91CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$6,2340.00%296CommonSOLE
963320106WHRWHIRLPOOL CORP$6,1820.00%54CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$6,0950.00%66CommonSOLE
46266C105IQVIQVIA HLDGS INC$5,8950.00%30CommonSOLE
45687V106IRINGERSOLL RAND INC$5,8800.00%65CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$5,7320.00%100CommonSOLE
808524722SCHKSCHWAB STRATEGIC TR$5,6620.00%200CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$5,6470.00%49CommonSOLE
670750108NMAINUVEEN MULTI ASSET INCOME FU$5,6350.00%468CommonSOLE
552737108MMTMFS MULTIMARKET INCOME TR$5,6280.00%1,200CommonSOLE
464287101OEFISHARES TR$5,4880.00%19CommonSOLE
913456109UVVUNIVERSAL CORP VA$5,4840.00%100CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$5,3250.00%250CommonSOLE
256677105DGDOLLAR GEN CORP NEW$5,3070.00%70CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$5,3040.00%100CommonSOLE
233051432HYLBDBX ETF TR$5,3040.00%147CommonSOLE
670100205NVONOVO-NORDISK A S$5,1610.00%60CommonSOLE
G8473T100STESTERIS PLC$5,1390.00%25CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$5,0840.00%400CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$5,0740.00%60CommonSOLE
830879102SKYWSKYWEST INC$5,0070.00%50CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$4,8620.00%188CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$4,8110.00%162CommonSOLE
466032109JJSFJ & J SNACK FOODS CORP$4,8090.00%31CommonSOLE

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.