MondegarAI
Bellwether Advisors, LLC

Q1 2025 · 13F-HR

Bellwether Advisors, LLCholdings as filed

Filed 2025-05-07 · accession 0001946654-25-000004

$478.7M
Reported value
514
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 514

CUSIPTickerIssuerValue% port.SharesClassVoting
81369Y803XLKSELECT SECTOR SPDR TR$72.1M15.1%349,151CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$48.6M10.2%976,289CommonNONE
464287200IVVISHARES TR$32.3M6.75%57,553CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$16.9M3.53%115,617CommonNONE
464287473IWSISHARES TR$16.1M3.37%127,894CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$16.0M3.33%80,790CommonNONE
464287481IWPISHARES TR$15.8M3.30%134,523CommonNONE
594918104MSFTMICROSOFT CORP$13.4M2.81%35,823CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$11.2M2.33%269,059CommonNONE
11135F101AVGOBROADCOM INC$11.0M2.29%65,411CommonNONE
46429B697USMVISHARES TR$9.7M2.02%103,198CommonNONE
67066G104NVDANVIDIA CORPORATION$9.3M1.94%85,541CommonSOLE
45782C540PDECINNOVATOR ETFS TRUST$7.6M1.58%201,633CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$7.6M1.58%212,049CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$7.4M1.55%120,564CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.4M1.55%13,934CommonNONE
55354G100MSCIMSCI INC$6.1M1.27%10,757CommonSOLE
615369105MCOMOODYS CORP$6.0M1.25%12,883CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$5.7M1.19%16,557CommonSOLE
464287507IJHISHARES TR$5.5M1.15%94,769CommonNONE
464287291IXNISHARES TR$4.9M1.02%64,759CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$4.8M1.01%99,751CommonSOLE
464287804IJRISHARES TR$4.8M0.99%45,472CommonNONE
00287Y109ABBVABBVIE INC$4.7M0.99%22,533CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$4.6M0.97%8,292CommonSOLE
45782C383PMARINNOVATOR ETFS TRUST$4.2M0.87%104,429CommonNONE
03076C106AMPAMERIPRISE FINL INC$4.1M0.85%8,411CommonSOLE
45782C748PJUNINNOVATOR ETFS TRUST$4.0M0.84%108,077CommonSOLE
911363109URIUNITED RENTALS INC$3.8M0.80%6,113CommonNONE
46432F396MTUMISHARES TR$3.7M0.78%18,508CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$3.7M0.78%96,612CommonNONE
78409V104SPGIS&P GLOBAL INC$3.7M0.77%7,257CommonSOLE
45782C573PNOVINNOVATOR ETFS TRUST$3.7M0.77%98,620CommonNONE
45782C789BJULINNOVATOR ETFS TRUST$3.3M0.68%75,522CommonSOLE
68389X105ORCLORACLE CORP$3.3M0.68%23,308CommonSOLE
45782C433BFEBINNOVATOR ETFS TRUST$2.8M0.59%68,241CommonSOLE
002824100ABTABBOTT LABS$2.8M0.58%21,000CommonSOLE
46432F834IXUSISHARES TR$2.6M0.55%37,824CommonNONE
58155Q103MCKMCKESSON CORP$2.6M0.53%3,795CommonNONE
40412C101HCAHCA HEALTHCARE INC$2.5M0.51%7,124CommonSOLE
45782C680PAUGINNOVATOR ETFS TRUST$2.4M0.51%64,569CommonNONE
444859102HUMHUMANA INC$2.3M0.48%8,732CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.2M0.46%28,122CommonNONE
037833100AAPLAPPLE INC$2.1M0.43%9,293CommonSOLE
217204106CPRTCOPART INC$2.0M0.42%35,625CommonNONE
23331A109DHID R HORTON INC$1.9M0.40%15,171CommonSOLE
526057104LENLENNAR CORP$1.8M0.38%15,845CommonSOLE
45782C409BJANINNOVATOR ETFS TRUST$1.8M0.37%38,481CommonSOLE
G0403H108AONAON PLC$1.8M0.37%4,494CommonSOLE
464287226AGGISHARES TR$1.7M0.36%17,598CommonNONE
384802104GWWGRAINGER W W INC$1.6M0.34%1,634CommonSOLE
464287556IBBISHARES TR$1.6M0.32%12,156CommonNONE
464288620USIGISHARES TR$1.5M0.32%30,182CommonNONE
464287309IVWISHARES TR$1.5M0.32%16,283CommonNONE
172908105CTASCINTAS CORP$1.4M0.30%6,924CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.4M0.29%9,964CommonSOLE
45782C797POCTINNOVATOR ETFS TRUST$1.4M0.28%35,076CommonSOLE
46429B689EFAVISHARES TR$1.3M0.28%17,075CommonSOLE
46432F859ISTBISHARES TR$1.3M0.27%26,982CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.2M0.26%26,283CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$1.2M0.25%5,273CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.2M0.25%18,082CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.1M0.23%19,393CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.1M0.22%1,697CommonSOLE
45782C417PFEBINNOVATOR ETFS TRUST$926,7710.19%25,873CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$874,1320.18%21,750CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$871,4260.18%9,035CommonSOLE
233051200DBEFDBX ETF TR$815,3820.17%18,831CommonSOLE
464287762IYHISHARES TR$807,4620.17%13,261CommonSOLE
464286525ACWVISHARES INC$771,0150.16%6,642CommonSOLE
45782C557BDECINNOVATOR ETFS TRUST$747,8790.16%17,868CommonNONE
46429B655FLOTISHARES TR$731,9370.15%14,338CommonNONE
02079K305GOOGLALPHABET INC$701,4470.15%4,536CommonSOLE
45782C318PMAYINNOVATOR ETFS TRUST$687,9690.14%19,217CommonNONE
023135106AMZNAMAZON COM INC$664,5780.14%3,493CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$645,6520.13%1,849CommonNONE
745867101PHMPULTE GROUP INC$637,4630.13%6,201CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$636,8690.13%4,859CommonSOLE
464288257ACWIISHARES TR$623,9280.13%5,363CommonSOLE
302635206FSKFS KKR CAP CORP$603,1500.13%28,790CommonNONE
464286533EEMVISHARES INC$599,6430.13%10,281CommonNONE
46434V282LRGFISHARES TR$588,0710.12%10,222CommonSOLE
464287812IYKISHARES TR$580,3610.12%8,109CommonSOLE
778296103ROSTROSS STORES INC$577,2540.12%4,517CommonSOLE
45782C664BSEPINNOVATOR ETFS TRUST$517,3040.11%12,383CommonNONE
45782C391BMARINNOVATOR ETFS TRUST$516,1130.11%11,334CommonNONE
209115104EDCONSOLIDATED EDISON INC$468,6800.10%4,238CommonSOLE
45783Y814BUFFINNOVATOR ETFS TRUST$467,1780.10%10,596CommonNONE
311900104FASTFASTENAL CO$419,5460.09%5,410CommonSOLE
437076102HDHOME DEPOT INC$409,3690.09%1,117CommonNONE
00206R102TAT&T INC$403,5560.08%14,270CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$394,4630.08%1,616CommonSOLE
950755108WERNWERNER ENTERPRISES INC$362,7050.08%12,379CommonNONE
922908363VOOVANGUARD INDEX FDS$357,6810.07%696CommonNONE
46434V613IUSBISHARES TR$355,6450.07%7,718CommonNONE
464287408IVEISHARES TR$353,3270.07%1,869CommonSOLE
440452100HRLHORMEL FOODS CORP$347,6730.07%11,237CommonNONE
45782C771BOCTINNOVATOR ETFS TRUST$342,4690.07%8,147CommonSOLE
92826C839VVISA INC$323,4750.07%923CommonSOLE
907818108UNPUNION PAC CORP$312,5460.07%1,323CommonNONE
46429B267GOVTISHARES TR$311,1020.06%13,535CommonNONE
931142103WMTWALMART INC$310,9520.06%3,542CommonNONE
30303M102METAMETA PLATFORMS INC$308,4620.06%535CommonSOLE
922908637VVVANGUARD INDEX FDS$272,4520.06%1,060CommonNONE
46435G425ESGUISHARES TR$271,1280.06%2,224CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$265,6600.06%1,083CommonNONE
464289859AOAISHARES TR$261,0940.05%3,413CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$251,7910.05%9,473CommonNONE
464289867AORISHARES TR$250,4870.05%4,351CommonNONE
205887102CAGCONAGRA BRANDS INC$243,2300.05%9,120CommonNONE
464288281EMBISHARES TR$240,5570.05%2,661CommonSOLE
46432F842IEFAISHARES TR$237,3190.05%3,137CommonNONE
025816109AXPAMERICAN EXPRESS CO$236,4950.05%879CommonNONE
12572Q105CMECME GROUP INC$231,0680.05%871CommonSOLE
464287705IJJISHARES TR$228,7650.05%1,918CommonSOLE
45782C888BAPRINNOVATOR ETFS TRUST$227,2990.05%5,352CommonSOLE
20825C104COPCONOCOPHILLIPS$224,3230.05%2,136CommonSOLE
443573100HUBSHUBSPOT INC$223,9460.05%392CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$218,8880.05%490CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$215,4450.05%4,065CommonSOLE
33734X150FXRFIRST TR EXCHANGE TRADED FD$205,4380.04%2,950CommonSOLE
09290D101BLKBLACKROCK INC$204,4400.04%216CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$201,6330.04%4,455CommonSOLE
45783Y590INNOVATOR ETFS TRUST$200,8180.04%8,200CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$200,7760.04%10,150CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$200,4870.04%4,865CommonSOLE
863667101SYKSTRYKER CORPORATION$200,2700.04%538CommonNONE
02079K107GOOGALPHABET INC$198,6190.04%1,271CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$197,6680.04%209CommonNONE
45783Y616APRJINNOVATOR ETFS TRUST$196,0800.04%8,000CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$183,8280.04%7,341CommonNONE
713448108PEPPEPSICO INC$182,1770.04%1,215CommonSOLE
464288638IGIBISHARES TR$180,7210.04%3,441CommonNONE
464287150ITOTISHARES TR$178,1350.04%1,460CommonNONE
191216100KOCOCA COLA CO$172,5330.04%2,409CommonNONE
580135101MCDMCDONALDS CORP$169,3050.04%542CommonNONE
910047109UALUNITED AIRLS HLDGS INC$166,8250.03%2,416CommonSOLE
464287242LQDISHARES TR$164,3390.03%1,512CommonNONE
45784N601AOCTINNOVATOR ETFS TRUST$162,3270.03%6,538CommonSOLE
78468R754ONEVSPDR SER TR$162,2940.03%1,280CommonSOLE
09260D107BXBLACKSTONE INC$158,9300.03%1,137CommonNONE
46431W507NEARISHARES U S ETF TR$154,4410.03%3,036CommonNONE
513272104LWLAMB WESTON HLDGS INC$153,5570.03%2,881CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$151,8530.03%106CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$151,7980.03%4,160CommonNONE
742718109PGPROCTER AND GAMBLE CO$146,0500.03%857CommonSOLE
942622200WSOWATSCO INC$143,8490.03%283CommonSOLE
46435G516ESGDISHARES TR$140,2620.03%1,717CommonNONE
438516106HONHONEYWELL INTL INC$139,9670.03%661CommonNONE
464287739IYRISHARES TR$138,6480.03%1,462CommonSOLE
78463V107GLDSPDR GOLD TR$127,6460.03%443CommonSOLE
969457100WMBWILLIAMS COS INC$127,4080.03%2,132CommonNONE
45782C755BJUNINNOVATOR ETFS TRUST$124,5860.03%3,076CommonNONE
464288513HYGISHARES TR$123,5550.03%1,568CommonSOLE
000360206AAONAAON INC$123,4450.03%1,580CommonSOLE
64110L106NFLXNETFLIX INC$123,0940.03%132CommonSOLE
45782C698BAUGINNOVATOR ETFS TRUST$120,8550.03%2,847CommonNONE
45782C599KOCTINNOVATOR ETFS TRUST$120,2910.03%4,110CommonSOLE
88160R101TSLATESLA INC$118,4360.02%457CommonNONE
30231G102XOMEXXON MOBIL CORP$115,2430.02%969CommonNONE
478160104JNJJOHNSON & JOHNSON$111,6100.02%673CommonSOLE
235851102DHRDANAHER CORPORATION$111,5200.02%544CommonNONE
45783Y756BUFBINNOVATOR ETFS TRUST$106,7020.02%3,396CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$104,0110.02%3,720CommonNONE
45782C581BNOVINNOVATOR ETFS TRUST$103,6480.02%2,714CommonSOLE
45783Y681QFLRINNOVATOR ETFS TRUST$103,5290.02%3,833CommonNONE
808524706SCHESCHWAB STRATEGIC TR$101,3550.02%3,676CommonNONE
22052L104CTVACORTEVA INC$101,0030.02%1,605CommonSOLE
G29183103ETNEATON CORP PLC$100,8490.02%371CommonNONE
45784N809ZNOVINNOVATOR ETFS TRUST$100,2110.02%4,000CommonSOLE
45783Y624APRHINNOVATOR ETFS TRUST$99,9260.02%4,072CommonNONE
45782C342KAPRINNOVATOR ETFS TRUST$99,2140.02%3,216CommonNONE
57636Q104MAMASTERCARD INCORPORATED$99,2100.02%181CommonNONE
060505104BACBANK AMERICA CORP$95,8120.02%2,296CommonNONE
58933Y105MRKMERCK & CO INC$94,9660.02%1,058CommonNONE
922908769VTIVANGUARD INDEX FDS$93,9950.02%342CommonNONE
464287887IJTISHARES TR$93,8730.02%754CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$93,4920.02%850CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$91,5680.02%838CommonNONE
78464A839MDYVSPDR SER TR$91,1410.02%1,183CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$90,2380.02%2,515CommonSOLE
949746101WMT2WELLS FARGO CO NEW$88,6610.02%1,235CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$88,0220.02%1,349CommonNONE
46434G103IEMGISHARES INC$85,9200.02%1,592CommonNONE
031162100AMGNAMGEN INC$85,6760.02%275CommonNONE
609207105MDLZMONDELEZ INTL INC$85,0160.02%1,253CommonNONE
17275R102CSCOCISCO SYS INC$83,7400.02%1,357CommonNONE
902973304USBUS BANCORP DEL$83,6380.02%1,981CommonSOLE
562803106LOANMANHATTAN BRDG CAP INC$82,8860.02%82,886CommonSOLE
98978V103ZTSZOETIS INC$81,9960.02%498CommonSOLE
464287440IEFISHARES TR$81,4460.02%854CommonNONE
97717W760DLSWISDOMTREE TR$80,8520.02%1,225CommonSOLE
464288877EFVISHARES TR$73,3210.02%1,244CommonSOLE
172967424CCITIGROUP INC$72,3390.02%1,019CommonNONE
532457108LLYELI LILLY & CO$70,2020.01%85CommonSOLE
316188101FCORFIDELITY MERRIMACK STR TR$68,2330.01%1,453CommonNONE
166764100CVXCHEVRON CORP NEW$68,0870.01%407CommonNONE
020002101ALLALLSTATE CORP$67,5050.01%326CommonSOLE
65249B208NWSNEWS CORP NEW$66,2670.01%2,182CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$65,8680.01%481CommonSOLE
46434G863ESGEISHARES INC$65,7060.01%1,880CommonNONE
46436E502TECBISHARES TR$65,4280.01%1,338CommonNONE
369550108GDGENERAL DYNAMICS CORP$65,1470.01%239CommonSOLE
00724F101ADBEADOBE INC$64,4330.01%168CommonSOLE
244199105DEDEERE & CO$62,8930.01%134CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$62,0970.01%1,206CommonSOLE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$61,3530.01%4,705CommonSOLE
464288760ITAISHARES TR$61,2400.01%400CommonNONE
78464A649SPABSPDR SER TR$60,6060.01%2,373CommonNONE
45784N700ZOCTINNOVATOR ETFS TRUST$60,3620.01%2,400CommonNONE
65473P105NINISOURCE INC$60,3350.01%1,505CommonNONE
75574U101RCREADY CAPITAL CORP$60,3010.01%11,847CommonNONE
45784N882APOCINNOVATOR ETFS TRUST$59,5650.01%2,375CommonNONE
921937835BNDVANGUARD BD INDEX FDS$59,0540.01%804CommonNONE
693718108PCARPACCAR INC$58,1300.01%597CommonSOLE
78464A300SLYVSPDR SER TR$56,8230.01%725CommonNONE
02665T306AMHAMERICAN HOMES 4 RENT$56,2230.01%1,487CommonSOLE
39818P799PKSTPEAKSTONE REALTY TRUST$55,1750.01%4,379CommonNONE
78468R648KOMPSPDR SER TR$54,8120.01%1,179CommonNONE
78464A201SLYGSPDR SER TR$54,0380.01%651CommonNONE
464286400EWZISHARES INC$53,3800.01%2,065CommonSOLE
20030N101CMCSACOMCAST CORP NEW$52,6930.01%1,428CommonNONE
92189F643MOATVANECK ETF TRUST$50,0730.01%569CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$46,6140.01%89CommonSOLE
149123101CATCATERPILLAR INC$46,1720.01%140CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$45,2740.01%1,728CommonSOLE
66987V109NVSNOVARTIS AG$43,3660.01%389CommonNONE
02209S103MOALTRIA GROUP INC$43,3340.01%722CommonNONE
46434V803HEFAISHARES TR$42,9670.01%1,184CommonNONE
231021106CMICUMMINS INC$42,9410.01%137CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$42,5540.01%89CommonNONE
718546104PSXPHILLIPS 66$40,6250.01%329CommonNONE
29460X109EQBKEQUITY BANCSHARES INC$39,4000.01%1,000CommonNONE
701094104PHPARKER-HANNIFIN CORP$38,9020.01%64CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$38,7400.01%1,064CommonNONE
72352L106PINSPINTEREST INC$36,3940.01%1,174CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$36,3530.01%71CommonNONE
87612E106TGTTARGET CORP$36,2130.01%347CommonNONE
464288646IGSBISHARES TR$33,0450.01%631CommonNONE
133131102CPTCAMDEN PPTY TR$33,0210.01%270CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$32,6210.01%197CommonSOLE
118440106BKEBUCKLE INC$32,5340.01%849CommonNONE
06748M196VXXBARCLAYS BANK PLC$30,8820.01%600CommonNONE
844741108LUVSOUTHWEST AIRLS CO$30,7590.01%916CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$30,6160.01%1,387CommonSOLE
46434V407SHYGISHARES TR$30,3590.01%714CommonNONE
922908652VXFVANGUARD INDEX FDS$30,3180.01%176CommonNONE
064058100BKBANK NEW YORK MELLON CORP$30,1930.01%360CommonSOLE
65339F101NEENEXTERA ENERGY INC$29,4190.01%415CommonNONE
464288885EFGISHARES TR$27,4000.01%274CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$27,0230.01%280CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$26,1780.01%286CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$26,0910.01%74CommonSOLE
46137V738PWVINVESCO EXCHANGE TRADED FD T$25,3850.01%427CommonSOLE
501044101KRKROGER CO$25,1810.01%372CommonSOLE
33734X168FXZFIRST TR EXCHANGE TRADED FD$24,9520.01%450CommonSOLE
281020107EIXEDISON INTL$24,7460.01%420CommonNONE
00214Q104ARKKARK ETF TR$24,6940.01%519CommonSOLE
718172109PMPHILIP MORRIS INTL INC$24,6030.01%155CommonSOLE
369604301GEGE AEROSPACE$24,4180.01%122CommonSOLE
45783Y855BALTINNOVATOR ETFS TRUST$24,3200.01%775CommonNONE
46432F339QUALISHARES TR$24,0950.01%141CommonNONE
904311206UAUNDER ARMOUR INC$23,1460.00%3,890CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$23,1020.00%789CommonNONE
464289883AOKISHARES TR$22,9920.00%611CommonNONE
78468R853SPSMSPDR SER TR$22,8660.00%561CommonNONE
337738108FISVFISERV INC$22,7450.00%103CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$21,8730.00%41CommonNONE
46428Q109SLVISHARES SILVER TR$21,6930.00%700CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$21,0470.00%464CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$20,6080.00%101CommonSOLE
205768302CRKCOMSTOCK RES INC$20,3400.00%1,000CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$19,8710.00%218CommonSOLE
464288588MBBISHARES TR$19,5060.00%208CommonNONE
75513E101RTXRTX CORPORATION$19,4720.00%147CommonSOLE
922908744VTVVANGUARD INDEX FDS$19,3470.00%112CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$18,8680.00%393CommonNONE
548661107LOWLOWES COS INC$18,6580.00%80CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$18,4280.00%4CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$17,9380.00%37CommonSOLE
45782C326BMAYINNOVATOR ETFS TRUST$17,8910.00%451CommonSOLE
759530108RELXRELX PLC$17,7950.00%353CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$17,7550.00%176CommonSOLE
92338C103VLTOVERALTO CORP$17,6380.00%181CommonNONE
086516101BBYBEST BUY INC$17,4460.00%237CommonSOLE
29082A107EMBJEMBRAER S.A.$17,4170.00%377CommonSOLE
097023105BABOEING CO$17,0550.00%100CommonSOLE
747525103QCOMQUALCOMM INC$16,5900.00%108CommonSOLE
79466L302CRMSALESFORCE INC$16,3700.00%61CommonSOLE
458140100INTCINTEL CORP$16,2150.00%714CommonNONE
872590104TMUST-MOBILE US INC$16,0030.00%60CommonSOLE
82846H405QXOQXO INC$15,8550.00%1,171CommonSOLE
464289875AOMISHARES TR$15,4900.00%353CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$15,4110.00%150CommonNONE
406216101HALHALLIBURTON CO$15,2220.00%600CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$14,9810.00%256CommonSOLE
464287432TLTISHARES TR$14,3830.00%158CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$14,0550.00%357CommonNONE
464287374IGEISHARES TR$13,6410.00%300CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$13,5210.00%1,086CommonSOLE
46435G326IDEVISHARES TR$13,2270.00%192CommonSOLE
92189F676SMHVANECK ETF TRUST$13,1110.00%62CommonSOLE
81762P102NOWSERVICENOW INC$12,7380.00%16CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$12,6900.00%75CommonNONE
594960304MVISMICROVISION INC DEL$12,4000.00%10,000CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$12,3870.00%373CommonNONE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$12,3520.00%409CommonSOLE
46090E103QQQINVESCO QQQ TR$12,1920.00%26CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$11,9490.00%160CommonNONE
49177J102KVUEKENVUE INC$11,9420.00%498CommonSOLE
88579Y101MMM3M CO$11,7490.00%80CommonSOLE
147528103CASYCASEYS GEN STORES INC$11,7190.00%27CommonSOLE
460146103IPINTERNATIONAL PAPER CO$11,5770.00%217CommonSOLE
278642103EBAYEBAY INC.$11,4460.00%169CommonSOLE
46284V101IRMIRON MTN INC DEL$11,0130.00%128CommonSOLE
457187102INGRINGREDION INC$10,5460.00%78CommonSOLE
233331107DTEDTE ENERGY CO$10,3700.00%75CommonNONE
464287168DVYISHARES TR$10,3400.00%77CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$10,2390.00%52CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$10,2320.00%64CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$9,9180.00%59CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$9,8680.00%125CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$9,8560.00%125CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$9,5920.00%676CommonSOLE
74767V109QSQUANTUMSCAPE CORP$9,4850.00%2,280CommonSOLE
56585A102MPCMARATHON PETE CORP$9,4700.00%65CommonSOLE
744320102PRUPRUDENTIAL FINL INC$9,2690.00%83CommonNONE
00768Y453MSOSADVISORSHARES TR$9,2240.00%3,534CommonSOLE
23804L103DDOGDATADOG INC$9,0280.00%91CommonSOLE
189054109CLXCLOROX CO DEL$8,9820.00%61CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$8,9560.00%52CommonSOLE
G54950103LINLINDE PLC$8,8470.00%19CommonSOLE
52661A108DRSLEONARDO DRS INC$8,7790.00%267CommonSOLE
98138H101WDAYWORKDAY INC$8,6410.00%37CommonSOLE
46434V381XTISHARES TR$8,6340.00%150CommonSOLE
883203101TXTTEXTRON INC$8,5260.00%118CommonSOLE
832696405SJMSMUCKER J M CO$8,4070.00%71CommonSOLE
579780206MKCMCCORMICK & CO INC$8,3130.00%101CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$8,1660.00%88CommonSOLE
464287457SHYISHARES TR$8,0250.00%97CommonNONE
78464A847SPMDSPDR SER TR$7,7280.00%151CommonNONE
053332102AZOAUTOZONE INC$7,6260.00%2CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$7,5820.00%151CommonNONE
882508104TXNTEXAS INSTRS INC$7,5470.00%42CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$7,4220.00%55CommonSOLE
571903202MARMARRIOTT INTL INC NEW$7,3840.00%31CommonNONE
M3760D101ESLTELBIT SYS LTD$7,2900.00%19CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$6,9250.00%118CommonNONE
518439104ELLAUDER ESTEE COS INC$6,7980.00%103CommonSOLE
055622104BPBP PLC$6,7580.00%200CommonNONE
60741F104MBLYMOBILEYE GLOBAL INC$6,7390.00%468CommonNONE
231561101CWCURTISS WRIGHT CORP$6,6630.00%21CommonSOLE
722304102PDDPDD HOLDINGS INC$6,6280.00%56CommonSOLE
923725105VETVERMILION ENERGY INC$6,6020.00%815CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$6,5530.00%21CommonSOLE
36828A101GEVGE VERNOVA INC$6,4110.00%21CommonNONE
921910733ESGVVANGUARD WORLD FD$6,3670.00%65CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$6,2100.00%36CommonNONE
115637209BF/BBROWN FORMAN CORP$6,0750.00%179CommonSOLE
464289511IGLBISHARES TR$5,8770.00%117CommonNONE
58733R102MELIMERCADOLIBRE INC$5,8530.00%3CommonNONE
291011104EMREMERSON ELEC CO$5,7010.00%52CommonSOLE
260557103DOWDOW INC$5,6920.00%163CommonNONE
418056107HASHASBRO INC$5,5340.00%90CommonNONE
97717W604DESWISDOMTREE TR$5,4330.00%170CommonNONE
615394202MOG/AMOOG INC$5,2000.00%30CommonSOLE
257554105DOMODOMO INC$5,1680.00%666CommonNONE
512807306LRCXLAM RESEARCH CORP$5,0890.00%70CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$4,9770.00%10CommonSOLE
31428X106FDXFEDEX CORP$4,8760.00%20CommonNONE
067901108ABXBARRICK GOLD CORP$4,8600.00%250CommonNONE
464287796IYEISHARES TR$4,8310.00%98CommonNONE
601137102MRPMILLROSE PPTYS INC$4,8250.00%182CommonSOLE
379378201GNLGLOBAL NET LEASE INC$4,8080.00%598CommonNONE
256677105DGDOLLAR GEN CORP NEW$4,7480.00%54CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$4,7370.00%58CommonNONE
871829107SYYSYSCO CORP$4,6520.00%62CommonNONE
47215P106JDJD.COM INC$4,5640.00%111CommonSOLE
637372202NRCNATIONAL RESH CORP$4,4800.00%350CommonNONE
254687106DISDISNEY WALT CO$4,4420.00%45CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$4,2490.00%71CommonNONE
806857108SLBSCHLUMBERGER LTD$4,2220.00%101CommonSOLE
22160N109CSGPCOSTAR GROUP INC$4,1990.00%53CommonSOLE
056752108BIDUBAIDU INC$4,1410.00%45CommonSOLE
717081103PFEPFIZER INC$4,1300.00%163CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$4,0440.00%200CommonNONE
345370860FFORD MTR CO$4,0400.00%403CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$3,9670.00%30CommonSOLE
032095101APHAMPHENOL CORP NEW$3,9350.00%60CommonSOLE
285512109EAELECTRONIC ARTS INC$3,9020.00%27CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$3,8730.00%258CommonSOLE
09062X103BIIBBIOGEN INC$3,8320.00%28CommonNONE
264147109DCODUCOMMUN INC DEL$3,7720.00%65CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$3,7610.00%46CommonNONE
808625107SAICSCIENCE APPLICATIONS INTL CO$3,7050.00%33CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$3,5950.00%233CommonSOLE
40434L105HPQHP INC$3,5720.00%129CommonSOLE
78464A474SPSBSPDR SER TR$3,5220.00%117CommonNONE
23345M107DTMDT MIDSTREAM INC$3,4730.00%36CommonNONE
398433102GFFGRIFFON CORP$3,4320.00%48CommonSOLE
464287770IYGISHARES TR$3,2990.00%42CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$3,2670.00%71CommonNONE
918284100VSECVSE CORP$3,2400.00%27CommonSOLE
78463X871GWXSPDR INDEX SHS FDS$3,1960.00%100CommonNONE
760759100RSGREPUBLIC SVCS INC$3,1480.00%13CommonSOLE
464288521USRTISHARES TR$3,1100.00%54CommonNONE
688239201OSKOSHKOSH CORP$3,1050.00%33CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$3,0670.00%38CommonSOLE
74347G440BITOPROSHARES TR$3,0410.00%166CommonSOLE
94106L109WMWASTE MGMT INC DEL$3,0100.00%13CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$2,9950.00%88CommonNONE
45378A106IRTINDEPENDENCE RLTY TR INC$2,9510.00%139CommonSOLE
464287697IDUISHARES TR$2,9410.00%29CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$2,9300.00%14CommonSOLE
375558103GILDGILEAD SCIENCES INC$2,8010.00%25CommonNONE
46429B291QLTAISHARES TR$2,7570.00%58CommonNONE
124805102CBZCBIZ INC$2,7310.00%36CommonSOLE
428291108HXLHEXCEL CORP NEW$2,6830.00%49CommonSOLE
464288562REZISHARES TR$2,6790.00%31CommonSOLE
767292105RIOTRIOT PLATFORMS INC$2,6700.00%375CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$2,5790.00%30CommonNONE
827048109SLGNSILGAN HLDGS INC$2,5050.00%49CommonSOLE
903002103UMHUMH PPTYS INC$2,3940.00%128CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$2,3460.00%14CommonSOLE
30161N101EXCEXELON CORP$2,3040.00%50CommonSOLE
842587107SOSOUTHERN CO$2,2990.00%25CommonSOLE
124765108CAECAE INC$2,2870.00%93CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2,1850.00%4CommonNONE
34385P108LABSTANDARD BIOTOOLS INC$2,1770.00%2,016CommonNONE
46187W107INVHINVITATION HOMES INC$2,1610.00%62CommonSOLE
055645303BRTBRT APARTMENTS CORP$2,1590.00%127CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$2,1550.00%83CommonSOLE
69331C108PCGPG&E CORP$2,1130.00%123CommonNONE
68373M107OPRAOPERA LTD$2,0720.00%130CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2,0350.00%8CommonSOLE
689648103OTTROTTER TAIL CORP$2,0090.00%25CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$2,0010.00%30CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$1,9590.00%17CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$1,9420.00%92CommonSOLE
719405102PLABPHOTRONICS INC$1,9310.00%93CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1,7800.00%19CommonSOLE
036752103ELVELEVANCE HEALTH INC$1,7400.00%4CommonNONE
071813109BAXBAXTER INTL INC$1,7120.00%50CommonNONE
494368103KMBKIMBERLY-CLARK CORP$1,7070.00%12CommonSOLE
65341D102NXRTNEXPOINT RESIDENTIAL TR INC$1,7000.00%43CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1,6950.00%158CommonNONE
948849104WMKWEIS MKTS INC$1,6950.00%22CommonSOLE
878742204TECKTECK RESOURCES LTD$1,6390.00%45CommonSOLE
227046109CROXCROCS INC$1,5930.00%15CommonNONE
464286509EWCISHARES INC$1,5890.00%39CommonNONE
681919106OMCOMNICOM GROUP INC$1,5750.00%19CommonSOLE
74340W103PLDPROLOGIS INC.$1,5650.00%14CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$1,5570.00%39CommonSOLE
370334104GISGENERAL MLS INC$1,5550.00%26CommonSOLE
00123Q104AGNCAGNC INVT CORP$1,5520.00%162CommonSOLE
921910840MGVVANGUARD WORLD FD$1,5460.00%12CommonSOLE
83444M101SOLVSOLVENTUM CORP$1,5210.00%20CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1,4740.00%4CommonSOLE
78442P106SLMSLM CORP$1,4680.00%50CommonNONE
053611109AVYAVERY DENNISON CORP$1,4240.00%8CommonSOLE
960413102WLKWESTLAKE CORPORATION$1,3000.00%13CommonSOLE
78463X863RWXSPDR INDEX SHS FDS$1,2970.00%53CommonNONE
857477103STTSTATE STR CORP$1,2530.00%14CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1,1110.00%24CommonNONE
92536C103VERUEURVERU INC$9800.00%2,000CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$9170.00%3CommonSOLE
654106103NKENIKE INC$8890.00%14CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$8640.00%12CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$8340.00%89CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$8220.00%54CommonSOLE
82835P103SVMSILVERCORP METALS INC$7890.00%204CommonSOLE
78464A854SPYMSPDR SER TR$7890.00%12CommonSOLE
464287176TIPISHARES TR$7780.00%7CommonSOLE
963320106WHRWHIRLPOOL CORP$7210.00%8CommonNONE
91232N207USOUNITED STS OIL FD LP$6960.00%9CommonNONE
63938C108NAVINAVIENT CORPORATION$6690.00%53CommonNONE
92204A207VDCVANGUARD WORLD FD$6560.00%3CommonSOLE
74347X831TQQQPROSHARES TR$5730.00%10CommonSOLE
929740108WABWABTEC$5440.00%3CommonNONE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$5350.00%36CommonNONE
922908629VOVANGUARD INDEX FDS$5170.00%2CommonNONE
704326107PAYXPAYCHEX INC$4630.00%3CommonSOLE
405552100HLNHALEON PLC$4220.00%41CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$3760.00%11CommonSOLE
871332102SLVMSYLVAMO CORP$3350.00%5CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3060.00%4CommonSOLE
500754106KHCKRAFT HEINZ CO$3040.00%10CommonSOLE
98389B100XELXCEL ENERGY INC$2830.00%4CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$2540.00%4CommonSOLE
78464A821MDYGSPDR SER TR$2420.00%3CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$2280.00%1CommonSOLE
046353108AZNNASTRAZENECA PLC$2200.00%3CommonSOLE
91325V108UNITI GROUP INC$1920.00%38CommonNONE
12514G108CDWCDW CORP$1600.00%1CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$1520.00%23CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1500.00%1CommonNONE
83304A106SNAPSNAP INC$1480.00%17CommonNONE
252131107DXCMDEXCOM INC$1370.00%2CommonSOLE
92556V106VTRSVIATRIS INC$1220.00%14CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1220.00%1CommonNONE

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.