Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Beaird Harris Wealth Management, LLC

Q4 2023 · 13F-HR

Beaird Harris Wealth Management, LLCholdings as filed

Filed 2024-02-27 · accession 0001908938-24-000001

$953.1M
Reported value
599
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 599

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V872DFCFDIMENSIONAL ETF TRUST$106.1M11.1%2,502,554CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$95.8M10.1%2,037,607CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$58.7M6.16%984,119CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$50.1M5.26%1,346,884CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$42.0M4.41%727,850CommonNONE
922907746VTEBVANGUARD MUN BD FDS$42.0M4.41%823,350CommonNONE
25434V849DFNMDIMENSIONAL ETF TRUST$41.4M4.35%854,405CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$39.2M4.11%1,722,823CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$38.9M4.08%433,248CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$37.9M3.97%1,102,585CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$36.8M3.86%651,987CommonNONE
922020805VTIPVANGUARD MALVERN FDS$35.1M3.68%738,742CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$28.9M3.03%551,464CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$24.7M2.59%516,141CommonNONE
922908363VOOVANGUARD INDEX FDS$23.1M2.43%52,974CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$22.7M2.39%363,955CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$22.5M2.36%195,672CommonNONE
29273V100ETENERGY TRANSFER L P$18.9M1.98%1,370,631CommonNONE
921935870VTESVANGUARD WELLINGTON FD$18.6M1.95%183,190CommonNONE
025072695AVMUAMERICAN CENTY ETF TR$12.2M1.28%260,940CommonNONE
464287200IVVISHARES TR$9.6M1.00%20,004CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$8.4M0.88%149,235CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$8.0M0.83%329,917CommonNONE
46432F388VLUEISHARES TR$7.2M0.76%71,570CommonNONE
025072323AVSCAMERICAN CENTY ETF TR$7.2M0.76%141,367CommonNONE
025072364AVIVAMERICAN CENTY ETF TR$6.9M0.73%134,527CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$6.5M0.68%185,024CommonNONE
808524649SCMBSCHWAB STRATEGIC TR$6.3M0.66%120,091CommonNONE
46434V266ISCFISHARES TR$5.7M0.60%176,833CommonNONE
922908769VTIVANGUARD INDEX FDS$4.9M0.52%20,852CommonNONE
824348106SHWSHERWIN WILLIAMS CO$4.7M0.50%15,150CommonNONE
037833100AAPLAPPLE INC$4.4M0.46%22,706CommonNONE
922908553VNQVANGUARD INDEX FDS$4.3M0.45%48,712CommonNONE
921937827BSVVANGUARD BD INDEX FDS$3.8M0.40%49,963CommonNONE
682680103OKEONEOK INC NEW$3.6M0.38%51,526CommonNONE
025072356AVREAMERICAN CENTY ETF TR$3.0M0.32%70,229CommonNONE
464288414MUBISHARES TR$3.0M0.31%27,287CommonNONE
438516106HONHONEYWELL INTL INC$2.6M0.27%12,269CommonNONE
464288158SUBISHARES TR$2.5M0.27%23,965CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$2.4M0.25%46,325CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.3M0.24%4,840CommonNONE
594918104MSFTMICROSOFT CORP$2.2M0.23%5,933CommonNONE
921937819BIVVANGUARD BD INDEX FDS$2.2M0.23%28,214CommonNONE
922908611VBRVANGUARD INDEX FDS$2.0M0.20%10,847CommonNONE
922908751VBVANGUARD INDEX FDS$1.9M0.20%8,901CommonNONE
922908744VTVVANGUARD INDEX FDS$1.8M0.18%11,733CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$1.6M0.17%55,361CommonNONE
97717W760DLSWISDOMTREE TR$1.3M0.14%20,987CommonNONE
882508104TXNTEXAS INSTRS INC$1.1M0.11%6,168CommonNONE
20825C104COPCONOCOPHILLIPS$890,2570.09%7,670CommonNONE
02072L532BSVOEA SERIES TRUST$853,1800.09%40,599CommonNONE
30231G102XOMEXXON MOBIL CORP$824,7110.09%8,249CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$770,6900.08%20,852CommonNONE
67066G104NVDANVIDIA CORPORATION$745,4520.08%1,505CommonNONE
464287614IWFISHARES TR$653,0350.07%2,154CommonNONE
464287879IJSISHARES TR$616,4500.06%5,981CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$613,4010.06%38,506CommonNONE
023135106AMZNAMAZON COM INC$592,2510.06%3,898CommonNONE
464287465EFAISHARES TR$580,5210.06%7,704CommonNONE
00206R102TAT&T INC$564,3420.06%33,632CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$548,0800.06%20,800CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$544,4670.06%13,247CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$534,4370.06%9,476CommonNONE
166764100CVXCHEVRON CORP NEW$509,3460.05%3,415CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$497,1090.05%6,116CommonNONE
718546104PSXPHILLIPS 66$487,5590.05%3,662CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$484,0670.05%9,791CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$473,7290.05%1,350CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$465,9870.05%11,140CommonNONE
464288273SCZISHARES TR$456,8220.05%7,380CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$455,1980.05%12,478CommonNONE
464288646IGSBISHARES TR$418,0240.04%8,153CommonNONE
345370860FFORD MTR CO DEL$396,2090.04%32,503CommonNONE
437076102HDHOME DEPOT INC$376,0720.04%1,085CommonNONE
56585A102MPCMARATHON PETE CORP$367,1910.04%2,475CommonNONE
478160104JNJJOHNSON & JOHNSON$365,5040.04%2,332CommonNONE
742718109PGPROCTER AND GAMBLE CO$335,5770.04%2,290CommonNONE
464287721IYWISHARES TR$334,4940.04%2,725CommonNONE
464288877EFVISHARES TR$331,6800.03%6,366CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$327,7460.03%497CommonNONE
049560105ATOATMOS ENERGY CORP$313,6320.03%2,706CommonNONE
46090E103QQQINVESCO QQQ TR$305,9760.03%747CommonNONE
94106L109WMWASTE MGMT INC DEL$305,5450.03%1,706CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$302,0230.03%37,379CommonNONE
88160R101TSLATESLA INC$300,4390.03%1,209CommonNONE
025072687AVSFAMERICAN CENTY ETF TR$298,0600.03%6,423CommonNONE
00287Y109ABBVABBVIE INC$297,7980.03%1,922CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$296,9910.03%3,901CommonNONE
02079K305GOOGLALPHABET INC$295,4450.03%2,115CommonNONE
46429B747STIPISHARES TR$294,0940.03%2,983CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$288,7340.03%4,950CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$286,2200.03%3,699CommonNONE
464288869IWCISHARES TR$283,0320.03%2,439CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$270,6180.03%4,562CommonNONE
532457108LLYELI LILLY & CO$264,0630.03%453CommonNONE
464287598IWDISHARES TR$260,1910.03%1,575CommonNONE
392709101GRBKGREEN BRICK PARTNERS INC$259,7000.03%5,000CommonNONE
46625H100JPMJPMORGAN CHASE & CO$258,7230.03%1,521CommonNONE
031162100AMGNAMGEN INC$256,3380.03%890CommonNONE
921937835BNDVANGUARD BD INDEX FDS$255,4640.03%3,473CommonNONE
462222100IONSIONIS PHARMACEUTICALS INC$252,9500.03%5,000CommonNONE
681919106OMCOMNICOM GROUP INC$246,9000.03%2,854CommonNONE
78463V107GLDSPDR GOLD TR$232,0810.02%1,214CommonNONE
717081103PFEPFIZER INC$222,7030.02%7,735CommonNONE
842587107SOSOUTHERN CO$202,8580.02%2,893CommonNONE
233331107DTEDTE ENERGY CO$202,7690.02%1,839CommonNONE
464287622IWBISHARES TR$202,1550.02%771CommonNONE
922908736VUGVANGUARD INDEX FDS$202,0720.02%650CommonNONE
26614N102DDDUPONT DE NEMOURS INC$200,3260.02%2,604CommonNONE
808524607SCHASCHWAB STRATEGIC TR$179,7490.02%3,805CommonNONE
68621T102OBKORIGIN BANCORP INC$175,7160.02%4,940CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$172,7420.02%4,582CommonNONE
580135101MCDMCDONALDS CORP$168,5710.02%569CommonNONE
67079U108NUTEX HEALTH INC$167,4510.02%930,282CommonNONE
149123101CATCATERPILLAR INC$166,1670.02%562CommonNONE
291011104EMREMERSON ELEC CO$165,0550.02%1,696CommonNONE
58933Y105MRKMERCK & CO INC$161,6770.02%1,483CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$160,4060.02%1,542CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$158,5640.02%1,634CommonNONE
749607107RLIRLI CORP$156,8160.02%1,178CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$152,7690.02%4,063CommonNONE
369604301GEGENERAL ELECTRIC CO$152,0080.02%1,191CommonNONE
235851102DHRDANAHER CORPORATION$151,5280.02%655CommonNONE
432748101HTHHILLTOP HOLDINGS INC$148,6920.02%4,223CommonNONE
458140100INTCINTEL CORP$147,3340.02%2,932CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$145,0520.02%984CommonNONE
244199105DEDEERE & CO$143,9540.02%360CommonNONE
260557103DOWDOW INC$142,5840.01%2,600CommonNONE
654106103NKENIKE INC$131,6670.01%1,213CommonNONE
046353108AZNNASTRAZENECA PLC$124,6650.01%1,851CommonNONE
855244109SBUXSTARBUCKS CORP$123,7760.01%1,289CommonNONE
22052L104CTVACORTEVA INC$123,6820.01%2,581CommonNONE
921935706VFQYVANGUARD WELLINGTON FD$122,1830.01%966CommonNONE
512807108LRCXEURLAM RESEARCH CORP$114,3560.01%146CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$113,0900.01%4,631CommonNONE
594972408MSTRMICROSTRATEGY INC$108,6390.01%172CommonNONE
464288513HYGISHARES TR$106,6380.01%1,378CommonNONE
464287226AGGISHARES TR$103,6170.01%1,044CommonNONE
29336T1000E41ENLINK MIDSTREAM LLC$102,4120.01%8,422CommonNONE
713448108PEPPEPSICO INC$102,0590.01%601CommonNONE
922908637VVVANGUARD INDEX FDS$100,3490.01%460CommonNONE
025816109AXPAMERICAN EXPRESS CO$98,0840.01%524CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$96,8860.01%460CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$96,4370.01%1,028CommonNONE
464288638IGIBISHARES TR$94,6920.01%1,821CommonNONE
92826C839VVISA INC$94,2470.01%362CommonNONE
464285204IAUISHARES GOLD TR$93,2430.01%2,389CommonNONE
194162103CLCOLGATE PALMOLIVE CO$91,1520.01%1,144CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$91,0570.01%709CommonNONE
670837103OGEOGE ENERGY CORP$90,9930.01%2,605CommonNONE
78464A698KRESPDR SER TR$89,4500.01%1,706CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$88,6270.01%1,121CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$86,8680.01%165CommonNONE
88579Y101MMM3M CO$85,8170.01%785CommonNONE
602496101MDXGMIMEDX GROUP INC$84,8500.01%9,675CommonNONE
055622104BPBP PLC$80,7480.01%2,281CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$79,3230.01%3,038CommonNONE
65339F101NEENEXTERA ENERGY INC$78,2340.01%1,288CommonNONE
931142103WMTWALMART INC$77,0460.01%489CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$76,4960.01%494CommonNONE
002824100ABTABBOTT LABS$75,7290.01%688CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$74,6610.01%1,753CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$74,5790.01%456CommonNONE
922908629VOVANGUARD INDEX FDS$73,0490.01%314CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$71,7810.01%1,120CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$71,5400.01%455CommonNONE
78464A763SDYSPDR SER TR$70,2340.01%562CommonNONE
125896100CMSCMS ENERGY CORP$68,4650.01%1,179CommonNONE
565849106MRO*MARATHON OIL CORP$67,8660.01%2,809CommonNONE
78463X756EWXSPDR INDEX SHS FDS$67,5270.01%1,196CommonNONE
G29183103ETNEATON CORP PLC$66,2260.01%275CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$65,8440.01%640CommonNONE
46429B267GOVTISHARES TR$62,7840.01%2,725CommonNONE
097023105BABOEING CO$61,7770.01%237CommonNONE
98389B100XELXCEL ENERGY INC$59,6820.01%964CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$58,1290.01%302CommonNONE
902681105UGIUGI CORP NEW$55,3500.01%2,250CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$54,7790.01%675CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$52,3440.01%2,030CommonNONE
68235P108OGSONE GAS INC$52,2500.01%820CommonNONE
17275R102CSCOCISCO SYS INC$52,1880.01%1,033CommonNONE
883203101TXTTEXTRON INC$51,9520.01%646CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$51,8920.01%1,011CommonNONE
58733R102MELIMERCADOLIBRE INC$51,8610.01%33CommonNONE
464287804IJRISHARES TR$51,4190.01%475CommonNONE
23345M107DTMDT MIDSTREAM INC$50,9640.01%930CommonNONE
30303M102METAMETA PLATFORMS INC$50,2630.01%142CommonNONE
872540109TJXTJX COS INC NEW$50,1810.01%535CommonNONE
09260D107BXBLACKSTONE INC$47,5240.00%363CommonNONE
78468R622JNKSPDR SER TR$47,3650.00%500CommonNONE
025072372AVESAMERICAN CENTY ETF TR$47,1200.00%1,025CommonNONE
45104G104IBNICICI BANK LIMITED$46,2260.00%1,939CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$46,1010.00%4,051CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$45,2680.00%2,337CommonNONE
461202103INTUINTUIT$45,0030.00%72CommonNONE
254687106DISDISNEY WALT CO$44,9650.00%498CommonNONE
130788102CWTCALIFORNIA WTR SVC GROUP$43,8770.00%846CommonNONE
64049M209NEONEOGENOMICS INC$43,2820.00%2,675CommonNONE
020002101ALLALLSTATE CORP$41,8550.00%299CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$41,8120.00%100CommonNONE
464287309IVWISHARES TR$41,3050.00%550CommonNONE
74348A467NOBLPROSHARES TR$40,6880.00%427CommonNONE
75513E101RTXRTX CORPORATION$39,3780.00%468CommonNONE
191216100KOCOCA COLA CO$38,8630.00%659CommonNONE
464288448IDVISHARES TR$38,0110.00%1,358CommonNONE
76118Y104REZIRESIDEO TECHNOLOGIES INC$37,6400.00%2,000CommonNONE
464287242LQDISHARES TR$37,1820.00%336CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$35,6140.00%209CommonNONE
87612E106TGTTARGET CORP$34,6400.00%243CommonNONE
N07059210ASMLASML HOLDING N V$34,0620.00%45CommonNONE
949746101WMT2WELLS FARGO CO NEW$33,9620.00%690CommonNONE
988498101YUMYUM BRANDS INC$33,7520.00%258CommonNONE
902973304USBUS BANCORP DEL$33,3260.00%770CommonNONE
803054204SAPSAP SE$33,2370.00%215CommonNONE
64110L106NFLXNETFLIX INC$32,1350.00%66CommonNONE
036752103ELVELEVANCE HEALTH INC$32,0670.00%68CommonNONE
46435G409IVLUISHARES TR$32,0510.00%1,209CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$31,9130.00%190CommonNONE
464287697IDUISHARES TR$31,6530.00%396CommonNONE
29250N105ENBENBRIDGE INC$31,5540.00%876CommonNONE
172967424CCITIGROUP INC$30,7820.00%598CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$30,7740.00%398CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$30,5840.00%136CommonNONE
66987V109NVSNOVARTIS AG$30,2910.00%300CommonNONE
57636Q104MAMASTERCARD INCORPORATED$30,2830.00%71CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$30,2090.00%325CommonNONE
464287168DVYISHARES TR$29,8920.00%255CommonNONE
780259305SHELSHELL PLC$29,4790.00%448CommonNONE
46434V803HEFAISHARES TR$29,0530.00%922CommonNONE
462726100I8RIROBOT CORP$29,0250.00%750CommonNONE
115236101BROBROWN & BROWN INC$28,3730.00%399CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$28,1000.00%217CommonNONE
134429109CPBCAMPBELL SOUP CO$28,1000.00%650CommonNONE
464288679SHVISHARES TR$27,0920.00%246CommonNONE
98149E303GLDMWORLD GOLD TR$27,0830.00%662CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$26,9790.00%1,150CommonNONE
379378201GNLGLOBAL NET LEASE INC$26,6660.00%2,680CommonNONE
45781V101IIPRINNOVATIVE INDL PPTYS INC$26,4150.00%262CommonNONE
464288687PFFISHARES TR$26,3560.00%845CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$26,3460.00%1,090CommonNONE
336920103FPXFIRST TR EXCHANGE TRADED FD$26,2740.00%274CommonNONE
683715106OTEXOPEN TEXT CORP$25,9860.00%618CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$25,7440.00%137CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$24,6680.00%371CommonNONE
844741108LUVSOUTHWEST AIRLS CO$24,4620.00%847CommonNONE
427866108HSYHERSHEY CO$24,0510.00%129CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$23,8860.00%45CommonNONE
808513105SCHWSCHWAB CHARLES CORP$23,0480.00%335CommonNONE
78409V104SPGIS&P GLOBAL INC$22,4670.00%51CommonNONE
46428Q109SLVISHARES SILVER TR$22,2160.00%1,020CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$21,8510.00%451CommonNONE
46434G103IEMGISHARES INC$21,8000.00%431CommonNONE
46432F396MTUMISHARES TR$21,6510.00%138CommonNONE
500754106KHCKRAFT HEINZ CO$21,4120.00%579CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$21,2970.00%1,550CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$21,2850.00%15CommonNONE
893641100TDGTRANSDIGM GROUP INC$21,2440.00%21CommonNONE
697435105PANWPALO ALTO NETWORKS INC$21,2320.00%72CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$20,3040.00%242CommonNONE
595112103MUMICRON TECHNOLOGY INC$20,2040.00%237CommonNONE
G5960L103MDTMEDTRONIC PLC$19,9360.00%242CommonNONE
13123X508CPE*CALLON PETE CO DEL$19,8290.00%612CommonNONE
78464A334BWZSPDR SER TR$19,7280.00%720CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$19,5670.00%58CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$19,4840.00%180CommonNONE
767292105RIOTRIOT PLATFORMS INC$19,3380.00%1,250CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$19,2710.00%238CommonNONE
482480100KLACKLA CORP$19,1830.00%33CommonNONE
55354G100MSCIMSCI INC$18,6670.00%33CommonNONE
82509L107SHOPSHOPIFY INC$18,3850.00%236CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$18,2110.00%298CommonNONE
01644J108ALKTALKAMI TECHNOLOGY INC$18,1880.00%750CommonNONE
37045V100GMGENERAL MTRS CO$17,9620.00%500CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$17,8440.00%127CommonNONE
20030N101CMCSACOMCAST CORP NEW$17,7600.00%405CommonNONE
071813109BAXBAXTER INTL INC$17,4360.00%451CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$17,3720.00%230CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$17,1470.00%308CommonNONE
023608102AEEAMEREN CORP$17,1450.00%237CommonNONE
001055102AFLAFLAC INC$16,9950.00%206CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$16,9820.00%344CommonNONE
670100205NVONOVO-NORDISK A S$16,6560.00%161CommonNONE
256677105DGDOLLAR GEN CORP NEW$16,5860.00%122CommonNONE
92338C103VLTOVERALTO CORP$16,4520.00%200CommonNONE
969457100WMBWILLIAMS COS INC$16,2660.00%467CommonNONE
201723103CMCCOMMERCIAL METALS CO$16,2630.00%325CommonNONE
81762P102NOWSERVICENOW INC$16,2500.00%23CommonNONE
025072232AVGEAMERICAN CENTY ETF TR$16,1260.00%249CommonNONE
61745C105IIFMORGAN STANLEY INDIA INVT FD$15,8880.00%740CommonNONE
50540R409LSILABORATORY CORP AMER HLDGS$15,6840.00%69CommonNONE
776696106ROPROPER TECHNOLOGIES INC$15,2650.00%28CommonNONE
487836108KKELLANOVA$14,8170.00%265CommonNONE
609207105MDLZMONDELEZ INTL INC$14,6310.00%202CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$14,5370.00%242CommonNONE
53656F417METVLISTED FD TR$14,5130.00%41CommonNONE
00773T101ASIXADVANSIX INC$14,3810.00%480CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$14,3150.00%316CommonNONE
189054109CLXCLOROX CO DEL$14,2590.00%100CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$14,1080.00%400CommonNONE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$14,0900.00%556CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$14,0550.00%332CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$13,9810.00%125CommonNONE
778296103ROSTROSS STORES INC$13,9780.00%101CommonNONE
370334104GISGENERAL MLS INC$13,8750.00%213CommonNONE
46432F834IXUSISHARES TR$13,5060.00%208CommonNONE
565788106MARAMARATHON DIGITAL HOLDINGS IN$13,4840.00%574CommonNONE
863667101SYKSTRYKER CORPORATION$13,4760.00%45CommonNONE
913456109UVVUNIVERSAL CORP VA$13,4640.00%200CommonNONE
718172109PMPHILIP MORRIS INTL INC$13,2660.00%141CommonNONE
46131H107VVRINVESCO SR INCOME TR$13,1200.00%3,200CommonNONE
023111206AMARIN CORP PLC$13,0500.00%15,000CommonNONE
09247X101BLKCHFBLACKROCK INC$12,9890.00%16CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$12,9150.00%766CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$12,4370.00%2,533CommonNONE
539830109LMTLOCKHEED MARTIN CORP$12,2380.00%27CommonNONE
277432100EMNEASTMAN CHEM CO$11,8570.00%132CommonNONE
366505105GTXGARRETT MOTION INC$11,6040.00%1,200CommonNONE
907818108UNPUNION PAC CORP$11,5450.00%47CommonNONE
81211K100SDASEALED AIR CORP NEW$11,5410.00%316CommonNONE
110448107BTIBRITISH AMERN TOB PLC$11,1600.00%381CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$10,7660.00%211CommonNONE
19260Q107COINCOINBASE GLOBAL INC$10,5050.00%60CommonNONE
16411R208LNGCHENIERE ENERGY INC$10,4140.00%61CommonNONE
060505104BACBANK AMERICA CORP$10,3370.00%307CommonNONE
02209S103MOALTRIA GROUP INC$10,2870.00%255CommonNONE
464287556IBBISHARES TR$10,2660.00%76CommonNONE
G1144A105BTBTBIT DIGITAL INC$9,7290.00%2,300CommonNONE
98978V103ZTSZOETIS INC$9,6720.00%49CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$9,6150.00%79CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$9,0690.00%117CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$8,9850.00%118CommonNONE
45168D104IDXXIDEXX LABS INC$8,8810.00%16CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$8,8600.00%516CommonNONE
32043P106FGBIFIRST GTY BANCSHARES INC$8,7960.00%791CommonNONE
217204106CPRTCOPART INC$8,7220.00%178CommonNONE
444859102HUMHUMANA INC$8,6990.00%19CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$8,4970.00%138CommonNONE
910873405UMCUNITED MICROELECTRONICS CORP$8,4600.00%1,000CommonNONE
464288778IATISHARES TR$8,3060.00%199CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$8,3000.00%954CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$8,2850.00%102CommonNONE
500255104KSSKOHLS CORP$8,2200.00%287CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$8,0560.00%950CommonNONE
49177J102KVUEKENVUE INC$7,9450.00%369CommonNONE
00214Q104ARKKARK ETF TR$7,8560.00%150CommonNONE
723484101PNWPINNACLE WEST CAP CORP$7,8310.00%109CommonNONE
92556V106VTRSVIATRIS INC$7,7900.00%719CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$7,7190.00%32CommonNONE
78464A532XTNSPDR SER TR$7,6700.00%92CommonNONE
707569109PENNPENN ENTERTAINMENT INC$7,6280.00%293CommonNONE
754730109RJFRAYMOND JAMES FINL INC$7,5820.00%68CommonNONE
37954Y624DRIVGLOBAL X FDS$7,3290.00%297CommonNONE
464287234EEMISHARES TR$7,2790.00%181CommonNONE
98980G102ZSZSCALER INC$7,0900.00%32CommonNONE
375558103GILDGILEAD SCIENCES INC$6,8050.00%84CommonNONE
222070203COTYCOTY INC$6,6820.00%538CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$6,5720.00%120CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$6,5210.00%122CommonNONE
852234103XYZBLOCK INC$6,5130.00%84CommonNONE
496902404KGCKINROSS GOLD CORP$6,4240.00%1,062CommonNONE
811916105SASEABRIDGE GOLD INC$6,3570.00%524CommonNONE
929740108WABWABTEC$6,3450.00%50CommonNONE
247361702DALDELTA AIR LINES INC DEL$6,2590.00%156CommonNONE
G54950103LINLINDE PLC$6,1610.00%15CommonNONE
30161N101EXCEXELON CORP$5,8880.00%164CommonNONE
G0176J109ALLEALLEGION PLC$5,8280.00%46CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$5,8060.00%68CommonNONE
46429B689EFAVISHARES TR$5,7560.00%83CommonNONE
806857108SLBSCHLUMBERGER LTD$5,7250.00%110CommonNONE
737446104POSTPOST HLDGS INC$5,7240.00%65CommonNONE
74435K204PUKPRUDENTIAL PLC$5,4780.00%244CommonNONE
444144109HDSNHUDSON TECHNOLOGIES INC$5,3960.00%400CommonNONE
14316J108CGCARLYLE GROUP INC$5,3310.00%131CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$5,3210.00%87CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$5,2710.00%14CommonNONE
913259107UTLUNITIL CORP$5,2570.00%100CommonNONE
808524706SCHESCHWAB STRATEGIC TR$5,1820.00%209CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$5,1590.00%84CommonNONE
464287507IJHISHARES TR$4,9890.00%18CommonNONE
833445109SNOWSNOWFLAKE INC$4,9750.00%25CommonNONE
775109200RCIROGERS COMMUNICATIONS INC$4,9620.00%106CommonNONE
751212101RLRALPH LAUREN CORP$4,9030.00%34CommonNONE
808625107SAICSCIENCE APPLICATIONS INTL CO$4,8490.00%39CommonNONE
00724F101ADBEADOBE INC$4,7730.00%8CommonNONE
33739P301FMHIFIRST TR EXCH TRADED FD III$4,7680.00%100CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$4,7510.00%5CommonNONE
79466L302CRMSALESFORCE INC$4,7370.00%18CommonNONE
22160N109CSGPCOSTAR GROUP INC$4,7200.00%54CommonNONE
464287523SOXXISHARES TR$4,6910.00%8CommonNONE
857477103STTSTATE STR CORP$4,6480.00%60CommonNONE
174610105CFGCITIZENS FINL GROUP INC$4,6400.00%140CommonNONE
21036P108STZCONSTELLATION BRANDS INC$4,5940.00%19CommonNONE
07831C103BRBRBELLRING BRANDS INC$4,5460.00%82CommonNONE
74767V109QSQUANTUMSCAPE CORP$4,5180.00%650CommonNONE
336433107FSLRFIRST SOLAR INC$4,4800.00%26CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$4,3920.00%5CommonNONE
33741Q107FTHYFIRST TR HIGH YIELD OPPRT 20$4,3880.00%315CommonNONE
693506107PPGPPG INDS INC$4,3370.00%29CommonNONE
91823B109UWMCUWM HOLDINGS CORPORATION$4,2570.00%595CommonNONE
74467Q103PUBMPUBMATIC INC$4,2410.00%260CommonNONE
038222105AMATAPPLIED MATLS INC$4,2140.00%26CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$4,1030.00%178CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$4,0330.00%26CommonNONE
548661107LOWLOWES COS INC$4,0060.00%18CommonNONE
60770K107MRNAMODERNA INC$3,9780.00%40CommonNONE
88339J105TTDTHE TRADE DESK INC$3,9580.00%55CommonNONE
521865204LEALEAR CORP$3,9540.00%28CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$3,8360.00%93CommonNONE
59156R108METMETLIFE INC$3,7700.00%57CommonNONE
316092204FDISFIDELITY COVINGTON TRUST$3,6820.00%47CommonNONE
009066101ABNBAIRBNB INC$3,6760.00%27CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3,6630.00%9CommonNONE
62914V106NIONIO INC$3,5830.00%395CommonNONE
126650100CVSCVS HEALTH CORP$3,4750.00%44CommonNONE
451100101IEPICAHN ENTERPRISES LP$3,4430.00%200CommonNONE
911363109URIUNITED RENTALS INC$3,4410.00%6CommonNONE
00288U106ABCLABCELLERA BIOLOGICS INC$3,4260.00%600CommonNONE
75574U101RCREADY CAPITAL CORP$3,3200.00%324CommonNONE
34630N106FORAFORIAN INC$3,2760.00%1,120CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$3,2160.00%14CommonNONE
G0403H108AONAON PLC$3,2020.00%11CommonNONE
337932107FEFIRSTENERGY CORP$3,1900.00%87CommonNONE
95766R104WIWWESTERN AST INFL LKD OPP & I$3,1130.00%359CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$3,1060.00%13CommonNONE
219350105GLWCORNING INC$3,1000.00%102CommonNONE
74624M102PPURE STORAGE INC$3,0320.00%85CommonNONE
34965K107FTREFORTREA HLDGS INC$3,0020.00%86CommonNONE
464288752ITBISHARES TR$2,9510.00%29CommonNONE
07373V105BEAMBEAM THERAPEUTICS INC$2,8860.00%106CommonNONE
382550101GTGOODYEAR TIRE & RUBR CO$2,8640.00%200CommonNONE
651229106NWLNEWELL BRANDS INC$2,8480.00%328CommonNONE
58155Q103MCKMCKESSON CORP$2,7780.00%6CommonNONE
91529Y106UNMUNUM GROUP$2,7140.00%60CommonNONE
89151E109TTENTOTALENERGIES SE$2,6960.00%40CommonNONE
89832Q109TFCTRUIST FINL CORP$2,6960.00%73CommonNONE
11777Q209BTGB2GOLD CORP$2,6950.00%853CommonNONE
63008G203NNDMNANO DIMENSION LTD$2,6760.00%1,115CommonNONE
29355A107ENPHENPHASE ENERGY INC$2,6430.00%20CommonNONE
M4R82T106FVRRFIVERR INTL LTD$2,5860.00%95CommonNONE
053332102AZOAUTOZONE INC$2,5860.00%1CommonNONE
23804L103DDOGDATADOG INC$2,5490.00%21CommonNONE
464286608EZUISHARES INC$2,4670.00%52CommonNONE
835699307SONYSONY GROUP CORP$2,4620.00%26CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$2,4040.00%124CommonNONE
25746U109DDOMINION ENERGY INC$2,3500.00%50CommonNONE
693718108PCARPACCAR INC$2,3440.00%24CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$2,2950.00%66CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$2,2610.00%68CommonNONE
571903202MARMARRIOTT INTL INC NEW$2,2560.00%10CommonNONE
018581108BFHBREAD FINANCIAL HOLDINGS INC$2,2300.00%68CommonNONE
052769106ADSKAUTODESK INC$2,1920.00%9CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$2,1870.00%240CommonNONE
26875P101EOGEOG RES INC$2,1780.00%18CommonNONE
871332102SLVMSYLVAMO CORP$2,1120.00%43CommonNONE
22978P106CUE1EURCUE BIOPHARMA INC$2,1050.00%797CommonNONE
452308109ITWILLINOIS TOOL WKS INC$2,0960.00%8CommonNONE
871607107SNPSSYNOPSYS INC$2,0600.00%4CommonNONE
98983V106ZUOUSDZUORA INC$2,0500.00%218CommonNONE
466313103JBLJABIL INC$2,0390.00%16CommonNONE
349915108FORTUNA SILVER MINES INC$2,0150.00%522CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$2,0040.00%100CommonNONE
34959J108FTVFORTIVE CORP$1,9890.00%27CommonNONE
351858105FNVFRANCO NEV CORP$1,9300.00%17CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$1,9220.00%43CommonNONE
92937A102WPPWPP PLC NEW$1,9030.00%40CommonNONE
832696405SJMSMUCKER J M CO$1,8960.00%15CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$1,8830.00%34CommonNONE
579780206MKCMCCORMICK & CO INC$1,8480.00%27CommonNONE
77543R102ROKUROKU INC$1,8340.00%20CommonNONE
32076V103AGFIRST MAJESTIC SILVER CORP$1,8310.00%298CommonNONE
136069101CMCANADIAN IMPERIAL BK COMM TO$1,8300.00%38CommonNONE
759530108RELXRELX PLC$1,8250.00%46CommonNONE
09257W100BXMTBLACKSTONE MTG TR INC$1,8080.00%85CommonNONE
723787107PXDEURPIONEER NAT RES CO$1,8000.00%8CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$1,7970.00%19CommonNONE
12674W109CABACABALETTA BIO INC$1,7940.00%79CommonNONE
828363101SIL1EURSILVERCREST METALS INC$1,7820.00%272CommonNONE
89148B200NTGTORTOISE MIDSTRM ENERGY FD I$1,7730.00%51CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$1,7560.00%138CommonNONE
00165C302AMCAMC ENTMT HLDGS INC$1,7510.00%286CommonNONE
29446M102EQNREQUINOR ASA$1,7410.00%55CommonNONE
088606108BHPBHP GROUP LTD$1,7080.00%25CommonNONE
552848103MTGMGIC INVT CORP WIS$1,6980.00%88CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1,6890.00%28CommonNONE
50155Q100KDKYNDRYL HLDGS INC$1,6210.00%78CommonNONE
55903Q104MQ8MAG SILVER CORP$1,6140.00%155CommonNONE
29444U700EQIXEQUINIX INC$1,6110.00%2CommonNONE
518439104ELLAUDER ESTEE COS INC$1,6090.00%11CommonNONE
617446448MSMORGAN STANLEY$1,5860.00%17CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1,5740.00%12CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1,5660.00%5CommonNONE
744320102PRUPRUDENTIAL FINL INC$1,5560.00%15CommonNONE
771049103RBLXROBLOX CORP$1,5090.00%33CommonNONE
808524730FNDESCHWAB STRATEGIC TR$1,4930.00%55CommonNONE
559222401MGAMAGNA INTL INC$1,4770.00%25CommonNONE
13462K109CWHCAMPING WORLD HLDGS INC$1,4710.00%56CommonNONE
02005N100ALLYALLY FINL INC$1,4670.00%42CommonNONE
89679M104TFPMTRIPLE FLAG PRECIOUS METAL$1,4380.00%108CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1,4030.00%12CommonNONE
G037AX101AMBAAMBARELLA INC$1,3490.00%22CommonNONE

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.