MondegarAI
Dunhill Financial, LLC

Q3 2024 · 13F-HR

Dunhill Financial, LLCholdings as filed

Filed 2024-11-15 · accession 0001948904-24-000005

$194.7M
Reported value
935
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 935

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$37.6M19.3%71,245CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$20.9M10.7%339,723CommonSOLE
464288570DSIISHARES TR$14.0M7.17%128,317CommonSOLE
72201R775BONDPIMCO ETF TR$9.4M4.82%99,179CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$8.3M4.27%131,960CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$8.2M4.19%108,654CommonSOLE
33738R308FTHIFIRST TR EXCHANGE-TRADED FD$8.2M4.19%354,438CommonSOLE
922908751VBVANGUARD INDEX FDS$7.7M3.95%32,417CommonSOLE
037833100AAPLAPPLE INC$6.1M3.15%26,301CommonSOLE
46435G516ESGDISHARES TR$4.1M2.08%48,134CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.7M1.88%6,393CommonSOLE
922908769VTIVANGUARD INDEX FDS$3.3M1.71%11,750CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.2M1.65%26,457CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$3.1M1.57%51,548CommonSOLE
717081103PFEPFIZER INC$3.0M1.57%105,323CommonSOLE
594918104MSFTMICROSOFT CORP$2.9M1.50%6,770CommonSOLE
464287689IWVISHARES TR$2.1M1.09%6,467CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.1M1.08%4,272CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$2.1M1.08%16,544CommonSOLE
02079K107GOOGALPHABET INC$1.8M0.93%10,816CommonSOLE
92204A504VHTVANGUARD WORLD FD$1.4M0.73%5,065CommonSOLE
46435U663ESMLISHARES TR$1.3M0.68%31,776CommonSOLE
023135106AMZNAMAZON COM INC$1.2M0.60%6,281CommonSOLE
060505104BACBANK AMERICA CORP$1.2M0.60%29,252CommonSOLE
92826C839VVISA INC$1.1M0.56%3,978CommonSOLE
02079K305GOOGLALPHABET INC$1.0M0.53%6,185CommonSOLE
46090E103QQQINVESCO QQQ TR$905,3700.46%1,855CommonSOLE
30303M102METAMETA PLATFORMS INC$876,8750.45%1,532CommonSOLE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$865,4420.44%36,532CommonSOLE
921910733ESGVVANGUARD WORLD FD$695,7940.36%6,845CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$654,4080.34%155CommonSOLE
922908553VNQVANGUARD INDEX FDS$607,3120.31%6,234CommonSOLE
78463V107GLDSPDR GOLD TR$604,2470.31%2,486CommonSOLE
921910725VSGXVANGUARD WORLD FD$572,1050.29%9,301CommonSOLE
532457108LLYELI LILLY & CO$569,9170.29%643CommonSOLE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$537,4040.28%7,226CommonSOLE
478160104JNJJOHNSON & JOHNSON$509,2620.26%3,142CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$479,7500.25%19,000CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$460,4060.24%2,325CommonSOLE
00724F101ADBEADOBE INC$424,7960.22%820CommonSOLE
88160R101TSLATESLA INC$408,7100.21%1,562CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$402,4920.21%22,237CommonSOLE
872540109TJXTJX COS INC NEW$384,7320.20%3,273CommonSOLE
464287804IJRISHARES TR$367,7290.19%3,144CommonSOLE
031162100AMGNAMGEN INC$353,8060.18%1,098CommonSOLE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$350,3050.18%4,691CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$346,2890.18%705CommonSOLE
N07059210ASMLASML HOLDING N V$344,5410.18%413CommonSOLE
75513E101RTXRTX CORPORATION$343,0830.18%2,832CommonSOLE
882508104TXNTEXAS INSTRS INC$340,0120.17%1,646CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$329,7940.17%533CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$327,1940.17%1,884CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$315,9490.16%540CommonSOLE
713448108PEPPEPSICO INC$308,2250.16%1,813CommonSOLE
94106L109WMWASTE MGMT INC DEL$304,0560.16%1,465CommonSOLE
615369105MCOMOODYS CORP$300,8080.15%634CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$271,1090.14%8,286CommonSOLE
464287655IWMISHARES TR$269,7070.14%1,221CommonSOLE
464287309IVWISHARES TR$268,1000.14%2,800CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$265,3000.14%627CommonSOLE
464287226AGGISHARES TR$263,3140.14%2,600CommonSOLE
052769106ADSKAUTODESK INC$260,6620.13%946CommonSOLE
747525103QCOMQUALCOMM INC$259,5330.13%1,526CommonSOLE
580135101MCDMCDONALDS CORP$251,7290.13%827CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$249,6330.13%1,831CommonSOLE
571903202MARMARRIOTT INTL INC NEW$249,6290.13%1,004CommonSOLE
437076102HDHOME DEPOT INC$246,1500.13%607CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$244,1270.13%418CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$237,7430.12%935CommonSOLE
80105N105SNYSANOFI$236,7440.12%4,108CommonSOLE
33737J117FEPFIRST TR EXCH TRD ALPHDX FD$235,7760.12%6,055CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$231,3540.12%1,805CommonSOLE
855244109SBUXSTARBUCKS CORP$230,7700.12%2,367CommonSOLE
871607107SNPSSYNOPSYS INC$228,4430.12%451CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$225,8800.12%833CommonSOLE
464287200IVVISHARES TR$217,4180.11%377CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$212,7970.11%240CommonSOLE
46434G103IEMGISHARES INC$211,3840.11%3,682CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$205,6000.11%595CommonSOLE
64110L106NFLXNETFLIX INC$205,2150.11%289CommonSOLE
464287499IWRISHARES TR$204,7490.11%2,323CommonSOLE
464287168DVYISHARES TR$202,8890.10%1,502CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$202,5210.10%2,550CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$180,5360.09%392CommonSOLE
438516106HONHONEYWELL INTL INC$177,3300.09%858CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$175,1190.09%2,943CommonSOLE
548661107LOWLOWES COS INC$171,4630.09%633CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$169,9590.09%1,135CommonSOLE
369604301GEGE AEROSPACE$168,3550.09%893CommonSOLE
30231G102XOMEXXON MOBIL CORP$166,2400.09%1,418CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$165,7570.09%713CommonSOLE
11135F101AVGOBROADCOM INC$155,8650.08%904CommonSOLE
464287408IVEISHARES TR$150,8350.08%765CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$147,2730.08%958CommonSOLE
78464A359CWBSPDR SER TR$146,3400.08%1,911CommonSOLE
742718109PGPROCTER AND GAMBLE CO$143,2790.07%827CommonSOLE
65339F101NEENEXTERA ENERGY INC$142,6400.07%1,889CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$141,0920.07%134CommonSOLE
00287Y109ABBVABBVIE INC$140,2250.07%710CommonSOLE
78464A763SDYSPDR SER TR$139,6970.07%984CommonSOLE
92556V106VTRSVIATRIS INC$136,5490.07%11,761CommonSOLE
90138F102TWLOTWILIO INC$135,1360.07%2,072CommonSOLE
464287598IWDISHARES TR$133,6580.07%704CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$130,8990.07%3,222CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$125,9460.06%597CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$122,3640.06%2,700CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$119,4310.06%1,995CommonSOLE
931142103WMTWALMART INC$117,7860.06%1,459CommonSOLE
46137V308PKWINVESCO EXCHANGE TRADED FD T$115,0930.06%1,005CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$114,0220.06%1,449CommonSOLE
922908736VUGVANGUARD INDEX FDS$112,4910.06%293CommonSOLE
244199105DEDEERE & CO$110,6530.06%265CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$109,7490.06%2,669CommonSOLE
126408103CSXCSX CORP$109,6880.06%3,177CommonSOLE
464288158SUBISHARES TR$107,6770.06%1,014CommonSOLE
79466L302CRMSALESFORCE INC$106,7890.05%390CommonSOLE
46435G102ICVTISHARES TR$106,3230.05%1,271CommonSOLE
33739P855FPEIFIRST TR EXCH TRADED FD III$105,2660.05%5,520CommonSOLE
55354G100MSCIMSCI INC$102,0770.05%175CommonSOLE
09247X101BLKCHFBLACKROCK INC$101,0490.05%106CommonSOLE
58933Y105MRKMERCK & CO INC$100,1610.05%882CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$99,6000.05%1,200CommonSOLE
68389X105ORCLORACLE CORP$99,5370.05%584CommonSOLE
46435U853USHYISHARES TR$94,6930.05%2,515CommonSOLE
46429B697USMVISHARES TR$93,5010.05%1,024CommonSOLE
464287606IJKISHARES TR$92,3440.05%1,005CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$91,1130.05%555CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$89,4990.05%253CommonSOLE
17275R102CSCOCISCO SYS INC$88,0010.05%1,654CommonSOLE
46432F842IEFAISHARES TR$87,8060.05%1,125CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$85,7270.04%1,705CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$84,7560.04%171CommonSOLE
166764100CVXCHEVRON CORP NEW$82,4240.04%560CommonSOLE
464287150ITOTISHARES TR$79,3050.04%631CommonSOLE
G5960L103MDTMEDTRONIC PLC$76,5540.04%850CommonSOLE
254687106DISDISNEY WALT CO$76,4660.04%795CommonSOLE
842587107SOSOUTHERN CO$75,5140.04%837CommonSOLE
191216100KOCOCA COLA CO$73,4420.04%1,022CommonSOLE
375558103GILDGILEAD SCIENCES INC$72,9500.04%870CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$70,2830.04%677CommonSOLE
128030202CALMCAL MAINE FOODS INC$69,2540.04%925CommonSOLE
46435G532SDGISHARES TR$67,3540.03%794CommonSOLE
78464A854SPYMSPDR SER TR$66,7570.03%989CommonSOLE
149123101CATCATERPILLAR INC$66,0300.03%169CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$65,4990.03%327CommonSOLE
002824100ABTABBOTT LABS$65,0450.03%571CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$64,6580.03%290CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$64,1330.03%1,050CommonSOLE
464286392URTHISHARES INC$64,0190.03%408CommonSOLE
019330109ALNTALLIENT INC$62,8480.03%3,310CommonSOLE
668771108GENGEN DIGITAL INC$62,0290.03%2,261CommonSOLE
235851102DHRDANAHER CORPORATION$61,6950.03%222CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$60,7480.03%253CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$60,5710.03%390CommonSOLE
78464A631XARSPDR SER TR$59,6630.03%379CommonSOLE
46138E263CGWINVESCO EXCH TRADED FD TR II$58,9360.03%963CommonSOLE
92204A702VGTVANGUARD WORLD FD$58,6520.03%100CommonSOLE
66987V109NVSNOVARTIS AG$58,2880.03%507CommonSOLE
G29183103ETNEATON CORP PLC$58,2610.03%176CommonSOLE
36828A101GEVGE VERNOVA INC$57,4700.03%225CommonSOLE
00206R102TAT&T INC$56,1490.03%2,552CommonSOLE
458140100INTCINTEL CORP$55,8400.03%2,380CommonSOLE
670100205NVONOVO-NORDISK A S$55,8200.03%469CommonSOLE
146280508SILASILA REALTY TRUST INC$54,3420.03%2,149CommonSOLE
46284V101IRMIRON MTN INC DEL$53,8280.03%453CommonSOLE
922908652VXFVANGUARD INDEX FDS$53,1410.03%292CommonSOLE
097023105BABOEING CO$52,7390.03%347CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$52,6960.03%238CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$52,2650.03%477CommonSOLE
921910816MGKVANGUARD WORLD FD$51,7770.03%161CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TR BTC$50,8030.03%1,006CommonSOLE
500767306KWEBKRANESHARES TRUST$50,4360.03%1,483CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$48,9120.03%1,089CommonSOLE
25460G120LABUDIREXION SHS ETF TR$46,3460.02%360CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$46,2060.02%300CommonSOLE
81762P102NOWSERVICENOW INC$46,0020.02%51CommonSOLE
97717Y527USFRWISDOMTREE TR$45,1980.02%900CommonSOLE
88579Y101MMM3M CO$44,3970.02%325CommonSOLE
253868103DLRDIGITAL RLTY TR INC$43,9040.02%271CommonSOLE
336433107FSLRFIRST SOLAR INC$43,7090.02%175CommonSOLE
654106103NKENIKE INC$43,6160.02%493CommonSOLE
038222105AMATAPPLIED MATLS INC$43,0040.02%213CommonSOLE
056525108BMIBADGER METER INC$42,8720.02%196CommonSOLE
29444U700EQIXEQUINIX INC$42,6640.02%48CommonSOLE
464288448IDVISHARES TR$42,2010.02%1,396CommonSOLE
704326107PAYXPAYCHEX INC$41,3100.02%308CommonSOLE
464287465EFAISHARES TR$40,6440.02%486CommonSOLE
33737J224FKUFIRST TR EXCH TRD ALPHDX FD$39,5840.02%946CommonSOLE
98419M100XYLXYLEM INC$38,9280.02%288CommonSOLE
464287440IEFISHARES TR$38,1690.02%389CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$37,9580.02%153CommonSOLE
461202103INTUINTUIT$37,9490.02%61CommonSOLE
534187109LNCLINCOLN NATL CORP IND$37,6930.02%93CommonSOLE
277432100EMNEASTMAN CHEM CO$37,3050.02%333CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$37,2240.02%344CommonSOLE
036752103ELVELEVANCE HEALTH INC$37,0360.02%71CommonSOLE
291011104EMREMERSON ELEC CO$36,8470.02%337CommonSOLE
78409V104SPGIS&P GLOBAL INC$36,1570.02%70CommonSOLE
47103U886VNLAJANUS DETROIT STR TR$35,6030.02%726CommonSOLE
33737J505FEUZFIRST TR EXCH TRD ALPHDX FD$35,2030.02%805CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$35,0520.02%120CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$34,3600.02%664CommonSOLE
22052L104CTVACORTEVA INC$34,2420.02%582CommonSOLE
20030N101CMCSACOMCAST CORP NEW$34,0170.02%814CommonSOLE
37733W204GSKGSK PLC$33,6440.02%823CommonSOLE
25746U109DDOMINION ENERGY INC$32,8470.02%568CommonSOLE
98978V103ZTSZOETIS INC$32,7680.02%168CommonSOLE
74340W103PLDPROLOGIS INC.$32,5450.02%258CommonSOLE
049560105ATOATMOS ENERGY CORP$31,9610.02%230CommonSOLE
907818108UNPUNION PAC CORP$31,8350.02%129CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$31,7970.02%622CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$31,7250.02%121CommonSOLE
464288117IGOVISHARES TR$31,4490.02%752CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$31,1560.02%766CommonSOLE
46137V621PGFINVESCO EXCHANGE TRADED FD T$31,0430.02%1,982CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$30,4890.02%325CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$30,2040.02%862CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$29,3340.02%106CommonSOLE
427866108HSYHERSHEY CO$29,1230.01%152CommonSOLE
718172109PMPHILIP MORRIS INTL INC$29,1090.01%240CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$28,5760.01%303CommonSOLE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$28,5350.01%261CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$28,1720.01%361CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$27,8370.01%675CommonSOLE
26875P101EOGEOG RES INC$27,7280.01%226CommonSOLE
316092113FELCFIDELITY COVINGTON TRUST$27,5800.01%859CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$27,5190.01%328CommonSOLE
12572Q105CMECME GROUP INC$27,3940.01%124CommonSOLE
863667101SYKSTRYKER CORPORATION$27,3670.01%76CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$27,0750.01%58CommonSOLE
872590104TMUST-MOBILE US INC$26,5320.01%129CommonSOLE
595112103MUMICRON TECHNOLOGY INC$26,5100.01%256CommonSOLE
464288257ACWIISHARES TR$26,3890.01%221CommonSOLE
464287564ICFISHARES TR$26,1700.01%397CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$25,6990.01%238CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$25,6980.01%288CommonSOLE
46431W507NEARISHARES U S ETF TR$25,6200.01%500CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$25,5960.01%292CommonSOLE
891160509TDTORONTO DOMINION BK ONT$25,3040.01%400CommonSOLE
780087102RYROYAL BK CDA$24,9460.01%200CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$24,7450.01%289CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$24,7320.01%21CommonSOLE
464288802SUSAISHARES TR$24,4990.01%204CommonSOLE
032095101APHAMPHENOL CORP NEW$24,4790.01%376CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$24,3720.01%247CommonSOLE
23331A109DHID R HORTON INC$24,2560.01%127CommonSOLE
020002101ALLALLSTATE CORP$24,1340.01%127CommonSOLE
095306106BLBDBLUE BIRD CORP$23,9800.01%500CommonSOLE
33738R720ROBTFIRST TR EXCHANGE-TRADED FD$23,8300.01%544CommonSOLE
482480100KLACKLA CORP$23,6740.01%31CommonSOLE
337738108FISVFISERV INC$23,4470.01%131CommonSOLE
32043P106FGBIFIRST GTY BANCSHARES INC$23,4300.01%2,200CommonSOLE
219350105GLWCORNING INC$23,0600.01%511CommonSOLE
032654105ADIANALOG DEVICES INC$22,7880.01%99CommonSOLE
126650100CVSCVS HEALTH CORP$22,7380.01%362CommonSOLE
464287705IJJISHARES TR$22,5570.01%182CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$22,5430.01%215CommonSOLE
422704106HLHECLA MNG CO$22,4800.01%3,370CommonSOLE
303250104FICOFAIR ISAAC CORP$22,4180.01%12CommonSOLE
125523100CITHE CIGNA GROUP$22,1510.01%64CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$21,8930.01%259CommonSOLE
19248C105LDPCOHEN & STEERS LTD DURATION$21,7500.01%1,000CommonSOLE
922908629VOVANGUARD INDEX FDS$21,6320.01%82CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$21,4170.01%26CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$21,2150.01%55CommonSOLE
172062101CINFCINCINNATI FINL CORP$21,1570.01%155CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$21,1350.01%750CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$20,8910.01%396CommonSOLE
609207105MDLZMONDELEZ INTL INC$20,7370.01%281CommonSOLE
20825C104COPCONOCOPHILLIPS$20,7120.01%197CommonSOLE
464288760ITAISHARES TR$20,6440.01%138CommonSOLE
464287721IYWISHARES TR$20,6160.01%136CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$20,6080.01%39CommonSOLE
832696405SJMSMUCKER J M CO$20,3640.01%168CommonSOLE
46434V456IQLTISHARES TR$20,3300.01%490CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$20,2690.01%270CommonSOLE
833034101SNASNAP ON INC$20,2370.01%70CommonSOLE
09062X103BIIBBIOGEN INC$19,8200.01%102CommonSOLE
45167R104IEXIDEX CORP$19,4450.01%91CommonSOLE
040413106ANETEURARISTA NETWORKS INC$19,4050.01%51CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$19,2410.01%73CommonSOLE
46435G425ESGUISHARES TR$19,0400.01%151CommonSOLE
78468R556XOPSPDR SER TR$18,7320.01%142CommonSOLE
852066208SIISPROTT INC$18,6280.01%430CommonSOLE
697900108PAASPAN AMERN SILVER CORP$18,5550.01%889CommonSOLE
745867101PHMPULTE GROUP INC$18,2180.01%127CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$17,9180.01%50CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$17,9140.01%155CommonSOLE
03073E105CORCENCORA INC$17,8570.01%79CommonSOLE
37954Y848SILGLOBAL X FDS$17,5450.01%500CommonSOLE
701094104PHPARKER-HANNIFIN CORP$17,3910.01%28CommonSOLE
025816109AXPAMERICAN EXPRESS CO$17,1390.01%63CommonSOLE
949746101WMT2WELLS FARGO CO NEW$17,1210.01%303CommonSOLE
46432F339QUALISHARES TR$17,0970.01%95CommonSOLE
18507C103CLPTCLEARPOINT NEURO INC$16,8150.01%1,500CommonSOLE
29415J106ENVVENO MEDICAL CORPORATION$16,8000.01%5,000CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$16,6170.01%1,065CommonSOLE
40412C101HCAHCA HEALTHCARE INC$16,5690.01%41CommonSOLE
420261109HWKNHAWKINS INC$16,1890.01%127CommonSOLE
87612E106TGTTARGET CORP$16,1030.01%103CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$15,6870.01%272CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$15,2000.01%58CommonSOLE
922908744VTVVANGUARD INDEX FDS$15,0130.01%86CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$14,9950.01%33CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$14,8540.01%298CommonSOLE
053611109AVYAVERY DENNISON CORP$14,7540.01%67CommonSOLE
806857108SLBSCHLUMBERGER LTD$14,7430.01%351CommonSOLE
075887109BDXBECTON DICKINSON & CO$14,6800.01%61CommonSOLE
464287622IWBISHARES TR$14,6040.01%46CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$14,4240.01%200CommonSOLE
231021106CMICUMMINS INC$14,3980.01%44CommonSOLE
922908637VVVANGUARD INDEX FDS$14,3750.01%55CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$14,3550.01%38CommonSOLE
172908105CTASCINTAS CORP$14,3300.01%70CommonSOLE
693718108PCARPACCAR INC$14,0480.01%142CommonSOLE
02209S103MOALTRIA GROUP INC$14,0450.01%275CommonSOLE
029899101AWRAMER STATES WTR CO$13,9930.01%168CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$13,9520.01%173CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$13,8750.01%150CommonSOLE
33739P863FCALFIRST TR EXCH TRADED FD III$13,8650.01%276CommonSOLE
464286509EWCISHARES INC$13,8510.01%334CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$13,8110.01%213CommonSOLE
369550108GDGENERAL DYNAMICS CORP$13,6460.01%45CommonSOLE
31428X106FDXFEDEX CORP$13,6430.01%50CommonSOLE
46266C105IQVIQVIA HLDGS INC$13,6310.01%58CommonSOLE
464288885EFGISHARES TR$13,5740.01%126CommonSOLE
743315103PGRPROGRESSIVE CORP$13,4620.01%53CommonSOLE
84857L101SRSPIRE INC$13,4580.01%200CommonSOLE
95040Q104WELLWELLTOWER INC$13,4190.01%105CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$13,2840.01%120CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$12,9960.01%126CommonSOLE
58155Q103MCKMCKESSON CORP$12,9600.01%26CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$12,8860.01%81CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$12,6490.01%72CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$12,5940.01%37CommonSOLE
37045V100GMGENERAL MTRS CO$12,5170.01%279CommonSOLE
911363109URIUNITED RENTALS INC$12,2970.01%15CommonSOLE
12514G108CDWCDW CORP$12,1340.01%54CommonSOLE
617446448MSMORGAN STANLEY$12,1130.01%116CommonSOLE
744320102PRUPRUDENTIAL FINL INC$12,0810.01%100CommonSOLE
33736Q104QABAFIRST TR NASDAQ ABA CMNTY BK$12,0590.01%228CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$12,0350.01%38CommonSOLE
92189F676SMHVANECK ETF TRUST$12,0270.01%49CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$11,9370.01%21CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$11,8740.01%52CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$11,8650.01%206CommonSOLE
86333M108LRNSTRIDE INC$11,8580.01%139CommonSOLE
64111Q104NTGRNETGEAR INC$11,8550.01%591CommonSOLE
053332102AZOAUTOZONE INC$11,8460.01%4CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$11,7750.01%46CommonSOLE
74164M108PRIPRIMERICA INC$11,6670.01%44CommonSOLE
893641100TDGTRANSDIGM GROUP INC$11,6070.01%8CommonSOLE
457187102INGRINGREDION INC$11,4070.01%83CommonSOLE
099724106BWABORGWARNER INC$11,4010.01%314CommonSOLE
33734X143FXHFIRST TR EXCHANGE TRADED FD$11,1860.01%100CommonSOLE
000899104ADMAADMA BIOLOGICS INC$11,1540.01%558CommonSOLE
31189P102FATEFATE THERAPEUTICS INC$11,1300.01%3,180CommonSOLE
651639106NEMNEWMONT CORP$11,0910.01%208CommonSOLE
464287119ILCGISHARES TR$10,9150.01%130CommonSOLE
316092204FDISFIDELITY COVINGTON TRUST$10,9120.01%123CommonSOLE
N00985106AERAERCAP HOLDINGS NV$10,8930.01%115CommonSOLE
892672106TWTRADEWEB MKTS INC$10,8830.01%88CommonSOLE
464285204IAUISHARES GOLD TR$10,8350.01%218CommonSOLE
91359V107UVEUNIVERSAL INS HLDGS INC$10,8140.01%488CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$10,8010.01%105CommonSOLE
45780L104INGNINOGEN INC$10,7090.01%1,104CommonSOLE
405552100HLNHALEON PLC$10,6540.01%1,007CommonSOLE
34959E109FTNTFORTINET INC$10,6190.01%137CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$10,5930.01%358CommonSOLE
552690109MDUMDU RES GROUP INC$10,5800.01%386CommonSOLE
56585A102MPCMARATHON PETE CORP$10,5410.01%65CommonSOLE
172967424CCITIGROUP INC$10,5290.01%168CommonSOLE
Y8564W103TEEKAY CORPORATION$10,4600.01%1,137CommonSOLE
816851109SRESEMPRA$10,4400.01%125CommonSOLE
462260100IOVAIOVANCE BIOTHERAPEUTICS INC$10,3290.01%1,100CommonSOLE
Y1968P121DACDANAOS CORPORATION$10,3220.01%119CommonSOLE
G02602103DOXAMDOCS LTD$10,2350.01%117CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$10,1930.01%274CommonSOLE
278865100ECLECOLAB INC$10,1920.01%40CommonSOLE
778296103ROSTROSS STORES INC$10,1880.01%68CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$10,1520.01%71CommonSOLE
46434VBD1IBDQISHARES TR$10,1150.01%403CommonSOLE
37954Y855LITGLOBAL X FDS$10,0840.01%231CommonSOLE
37954Y673PAVEGLOBAL X FDS$10,0840.01%245CommonSOLE
46434VBG4IBDPISHARES TR$10,0590.01%399CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$10,0170.01%129CommonSOLE
30161N101EXCEXELON CORP$9,8500.01%243CommonSOLE
62944T105NVRNVR INC$9,8120.01%1CommonSOLE
H1467J104CBCHUBB LIMITED$9,8100.01%34CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$9,7880.01%65CommonSOLE
93627C101HCCWARRIOR MET COAL INC$9,7770.01%153CommonSOLE
464287101OEFISHARES TR$9,7680.01%35CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$9,7290.00%116CommonSOLE
009158106APDAIR PRODS & CHEMS INC$9,7240.00%33CommonSOLE
67011P100DNOWDNOW INC$9,6980.00%750CommonSOLE
690742101OCOWENS CORNING NEW$9,5320.00%54CommonSOLE
384802104GWWGRAINGER W W INC$9,5320.00%9CommonSOLE
526057104LENLENNAR CORP$9,4240.00%50CommonSOLE
132061201SYLDCAMBRIA ETF TR$9,4080.00%130CommonSOLE
718546104PSXPHILLIPS 66$9,2990.00%71CommonSOLE
227483104CCRNCROSS CTRY HEALTHCARE INC$9,2870.00%691CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$9,2130.00%25CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$9,1450.00%114CommonSOLE
370334104GISGENERAL MLS INC$9,1000.00%123CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$9,0520.00%10CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$9,0490.00%61CommonSOLE
217204106CPRTCOPART INC$9,0310.00%172CommonSOLE
345370860FFORD MTR CO$9,0190.00%854CommonSOLE
464287549IGMISHARES TR$9,0170.00%94CommonSOLE
464288224ICLNISHARES TR$8,8870.00%605CommonSOLE
216648501COOCOOPER COS INC$8,8350.00%80CommonSOLE
825690100SSTKSHUTTERSTOCK INC$8,8070.00%249CommonSOLE
464287846IYYISHARES TR$8,7510.00%63CommonSOLE
654902204NOKNOKIA CORP$8,7400.00%2,000CommonSOLE
45168D104IDXXIDEXX LABS INC$8,7370.00%17CommonSOLE
22160N109CSGPCOSTAR GROUP INC$8,7230.00%116CommonSOLE
311900104FASTFASTENAL CO$8,6940.00%122CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$8,6670.00%97CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$8,5600.00%82CommonSOLE
003264108SIVRABRDN SILVER ETF TRUST$8,5380.00%287CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$8,5240.00%383CommonSOLE
880779103TEXTEREX CORP NEW$8,5190.00%161CommonSOLE
371901109GNTXGENTEX CORP$8,4910.00%286CommonSOLE
760759100RSGREPUBLIC SVCS INC$8,4840.00%42CommonSOLE
969457100WMBWILLIAMS COS INC$8,4810.00%186CommonSOLE
871829107SYYSYSCO CORP$8,4210.00%108CommonSOLE
22822V101CCICROWN CASTLE INC$8,4110.00%71CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$8,4020.00%50CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$8,3980.00%23CommonSOLE
031100100AMEAMETEK INC$8,3850.00%49CommonSOLE
69374H857CALFPACER FDS TR$8,3740.00%180CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$8,3740.00%47CommonSOLE
74762E102QUREQUANTA SVCS INC$8,3560.00%28CommonSOLE
15135B101CNCCENTENE CORP DEL$8,3500.00%111CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$8,2400.00%15CommonSOLE
464287291IXNISHARES TR$8,2390.00%100CommonSOLE
45687V106IRINGERSOLL RAND INC$8,2120.00%84CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$8,1400.00%606CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$8,1060.00%123CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$8,0950.00%74CommonSOLE
98422T100XILIO THERAPEUTICS INC$8,0930.00%10,274CommonSOLE
988498101YUMYUM BRANDS INC$8,0290.00%57CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$8,0150.00%118CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$8,0100.00%104CommonSOLE
366651107ITGARTNER INC$7,9930.00%16CommonSOLE
92338C103VLTOVERALTO CORP$7,9660.00%71CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$7,9410.00%40CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$7,9360.00%152CommonSOLE
670346105NUENUCOR CORP$7,9200.00%53CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$7,9120.00%109CommonSOLE
464289438IWYISHARES TR$7,8820.00%36CommonSOLE
682680103OKEONEOK INC NEW$7,8760.00%86CommonSOLE
501044101KRKROGER CO$7,8750.00%137CommonSOLE
46434G822EWJISHARES INC$7,8690.00%110CommonSOLE
12621E103CNOCNO FINL GROUP INC$7,8270.00%223CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$7,7560.00%108CommonSOLE
464288497IEUSISHARES TR$7,6340.00%126CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$7,6300.00%204CommonSOLE
91913Y100VLOVALERO ENERGY CORP$7,6260.00%56CommonSOLE
03076C106AMPAMERIPRISE FINL INC$7,5960.00%16CommonSOLE
209115104EDCONSOLIDATED EDISON INC$7,5380.00%72CommonSOLE
761152107RMDRESMED INC$7,5180.00%31CommonSOLE
80013R206AYS1SANDSTORM GOLD LTD$7,5000.00%1,250CommonSOLE
46124J201IVTINVENTRUST PPTYS CORP$7,4730.00%263CommonSOLE
009066101ABNBAIRBNB INC$7,4480.00%59CommonSOLE
444859102HUMHUMANA INC$7,4200.00%23CommonSOLE
56035L104MAINMAIN STR CAP CORP$7,4100.00%148CommonSOLE
464288877EFVISHARES TR$7,4020.00%129CommonSOLE
69331C108PCGPG&E CORP$7,3260.00%371CommonSOLE
98389B100XELXCEL ENERGY INC$7,3240.00%112CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$7,2990.00%717CommonSOLE
464287754IYJISHARES TR$7,2980.00%55CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$7,2590.00%27CommonSOLE
285512109EAELECTRONIC ARTS INC$7,2280.00%50CommonSOLE
294429105EFXEQUIFAX INC$7,2100.00%25CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$7,1100.00%97CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$7,0980.00%30CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$7,0420.00%38CommonSOLE
278642103EBAYEBAY INC.$7,0090.00%108CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$6,8790.00%43CommonSOLE
756109104OREALTY INCOME CORP$6,8620.00%108CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$6,8100.00%21CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$6,7940.00%29CommonSOLE
929740108WABWABTEC$6,7090.00%37CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$6,6820.00%160CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$6,6530.00%301CommonSOLE
G6095L109APTIV PLC$6,6470.00%92CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$6,6370.00%25CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$6,5980.00%110CommonSOLE
201723103CMCCOMMERCIAL METALS CO$6,5950.00%120CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$6,5720.00%4CommonSOLE
281020107EIXEDISON INTL$6,5600.00%75CommonSOLE
929160109VMCVULCAN MATLS CO$6,4350.00%26CommonSOLE
902973304USBUS BANCORP DEL$6,4270.00%141CommonSOLE
922908611VBRVANGUARD INDEX FDS$6,4250.00%32CommonSOLE
82509L107SHOPSHOPIFY INC$6,4110.00%80CommonSOLE
92939U106WECWEC ENERGY GROUP INC$6,3940.00%66CommonSOLE
37940X102GPNGLOBAL PMTS INC$6,3640.00%62CommonSOLE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$6,3000.00%86CommonSOLE
452327109ILMNILLUMINA INC$6,2840.00%48CommonSOLE

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.