MondegarAI
Imprint Wealth LLC

Q2 2023 · 13F-HR

Imprint Wealth LLCholdings as filed

Filed 2023-08-15 · accession 0001951757-23-000513

$181.1M
Reported value
567
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 567

CUSIPTickerIssuerValue% port.SharesClassVoting
30231G102XOMEXXON MOBIL CORP$11.3M6.24%11,304,343CommonNONE
594918104MSFTMICROSOFT CORP$5.7M3.17%5,737,179CommonNONE
166764100CVXCHEVRON CORP NEW$5.4M2.97%5,378,354CommonNONE
037833100AAPLAPPLE INC$4.6M2.54%4,607,157CommonNONE
949746101WMT2WELLS FARGO CO NEW$4.3M2.37%4,284,901CommonNONE
023135106AMZNAMAZON COM INC$4.0M2.23%4,045,635CommonNONE
478160104JNJJOHNSON & JOHNSON$2.9M1.61%2,913,480CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2.8M1.53%2,763,613CommonNONE
89832Q109TFCTRUIST FINL CORP$2.7M1.51%2,726,575CommonNONE
372460105GPCGENUINE PARTS CO$2.6M1.44%2,611,194CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.5M1.39%2,523,114CommonNONE
437076102HDHOME DEPOT INC$2.4M1.33%2,413,234CommonNONE
78468R663BILSPDR SER TR$2.4M1.30%2,361,658CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.3M1.26%2,282,735CommonNONE
00287Y109ABBVABBVIE INC$2.1M1.18%2,130,580CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$2.1M1.16%2,098,587CommonNONE
060505104BACBANK AMERICA CORP$2.0M1.12%2,035,646CommonNONE
842587107SOSOUTHERN CO$1.9M1.08%1,949,392CommonNONE
191216100KOCOCA COLA CO$1.9M1.07%1,944,620CommonNONE
717081103PFEPFIZER INC$1.8M1.01%1,837,679CommonNONE
532457108LLYLILLY ELI & CO$1.8M0.97%1,751,200CommonNONE
713448108PEPPEPSICO INC$1.7M0.96%1,745,760CommonNONE
369604301GEGENERAL ELECTRIC CO$1.6M0.90%1,632,677CommonNONE
580135101MCDMCDONALDS CORP$1.6M0.90%1,628,069CommonNONE
922908363VOOVANGUARD INDEX FDS$1.6M0.89%1,611,160CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$1.6M0.88%1,590,605CommonNONE
149123101CATCATERPILLAR INC$1.5M0.85%1,538,084CommonNONE
65339F101NEENEXTERA ENERGY INC$1.5M0.84%1,515,978CommonNONE
931142103WMTWALMART INC$1.5M0.83%1,497,541CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.5M0.81%1,459,724CommonNONE
17275R102CSCOCISCO SYS INC$1.4M0.80%1,443,497CommonNONE
88160R101TSLATESLA INC$1.4M0.79%1,426,426CommonNONE
94106L109WMWASTE MGMT INC DEL$1.4M0.77%1,401,200CommonNONE
871829107SYYSYSCO CORP$1.3M0.71%1,293,809CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.3M0.71%1,280,032CommonNONE
773903109ROKROCKWELL AUTOMATION INC$1.3M0.69%1,254,546CommonNONE
58933Y105MRKMERCK & CO INC$1.2M0.68%1,226,227CommonNONE
002824100ABTABBOTT LABS$1.2M0.65%1,168,610CommonNONE
458140100INTCINTEL CORP$1.1M0.63%1,147,550CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.1M0.62%1,127,837CommonNONE
33738D804FSIGFIRST TR EXCHANGE-TRADED FD$1.1M0.62%1,126,361CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.1M0.60%1,089,846CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$987,7950.55%987,795CommonNONE
464287226AGGISHARES TR$976,6590.54%976,659CommonNONE
02079K305GOOGLALPHABET INC$975,9990.54%975,999CommonNONE
902973304USBUS BANCORP DEL$958,5900.53%958,590CommonNONE
69374H840PWSPACER FDS TR$954,9240.53%954,924CommonNONE
20030N101CMCSACOMCAST CORP NEW$932,6160.52%932,616CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$889,6690.49%889,669CommonNONE
291011104EMREMERSON ELEC CO$880,9000.49%880,900CommonNONE
609207105MDLZMONDELEZ INTL INC$873,1540.48%873,154CommonNONE
95040Q104WELLWELLTOWER INC$867,5450.48%867,545CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$856,7090.47%856,709CommonNONE
02079K107GOOGALPHABET INC$821,8900.45%821,890CommonNONE
29250N105ENBENBRIDGE INC$817,2660.45%817,266CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$809,3410.45%809,341CommonNONE
02209S103MOALTRIA GROUP INC$791,1000.44%791,100CommonNONE
69374H642PTBDPACER FDS TR$788,0860.44%788,086CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$757,3280.42%757,328CommonNONE
205887102CAGCONAGRA BRANDS INC$753,4170.42%753,417CommonNONE
718172109PMPHILIP MORRIS INTL INC$751,2670.41%751,267CommonNONE
370334104GISGENERAL MLS INC$744,2540.41%744,254CommonNONE
G54950103LINLINDE PLC$737,0090.41%737,009CommonNONE
74347R107SSOPROSHARES TR$696,3540.38%696,354CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$677,0880.37%677,088CommonNONE
69374H105PTLCPACER FDS TR$675,5030.37%675,503CommonNONE
369550108GDGENERAL DYNAMICS CORP$663,9530.37%663,953CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$636,4630.35%636,463CommonNONE
00206R102TAT&T INC$629,4170.35%629,417CommonNONE
718546104PSXPHILLIPS 66$619,3020.34%619,302CommonNONE
46090E103QQQINVESCO QQQ TR$602,9490.33%602,949CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$600,7780.33%600,778CommonNONE
20825C104COPCONOCOPHILLIPS$596,5520.33%596,552CommonNONE
500754106KHCKRAFT HEINZ CO$583,5140.32%583,514CommonNONE
464287622IWBISHARES TR$582,1270.32%582,127CommonNONE
49446R109KIMKIMCO RLTY CORP$565,0960.31%565,096CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$555,2200.31%555,220CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$554,6400.31%554,640CommonNONE
189054109CLXCLOROX CO DEL$551,3920.30%551,392CommonNONE
513272104LWLAMB WESTON HLDGS INC$543,5990.30%543,599CommonNONE
670346105NUENUCOR CORP$528,9920.29%528,992CommonNONE
464287671IUSGISHARES TR$518,8880.29%518,888CommonNONE
464287309IVWISHARES TR$513,0130.28%513,013CommonNONE
922908744VTVVANGUARD INDEX FDS$510,4830.28%510,483CommonNONE
922908736VUGVANGUARD INDEX FDS$506,2150.28%506,215CommonNONE
14149Y108CAHCARDINAL HEALTH INC$504,5400.28%504,540CommonNONE
655844108NSCNORFOLK SOUTHN CORP$504,3140.28%504,314CommonNONE
78464A409SPYGSPDR SER TR$502,6540.28%502,654CommonNONE
25746U109DDOMINION ENERGY INC$502,2590.28%502,259CommonNONE
26614N102DDDUPONT DE NEMOURS INC$501,0470.28%501,047CommonNONE
25243Q205DEODIAGEO PLC$500,4900.28%500,490CommonNONE
30303M102METAMETA PLATFORMS INC$497,9050.27%497,905CommonNONE
747525103QCOMQUALCOMM INC$492,2360.27%492,236CommonNONE
88579Y101MMM3M CO$486,1280.27%486,128CommonNONE
69344A107PULSPGIM ETF TR$470,8090.26%470,809CommonNONE
055622104BPBP PLC$462,6170.26%462,617CommonNONE
020002101ALLALLSTATE CORP$457,9680.25%457,968CommonNONE
12626K203CRH PLC$446,9940.25%446,994CommonNONE
69374H204PTMCPACER FDS TR$443,5370.24%443,537CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$436,2280.24%436,228CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$430,3750.24%430,375CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$430,3650.24%430,365CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$426,4500.24%426,450CommonNONE
126408103CSXCSX CORP$424,7440.23%424,744CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$418,5810.23%418,581CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$416,9200.23%416,920CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$411,1050.23%411,105CommonNONE
H1467J104CBCHUBB LIMITED$405,4440.22%405,444CommonNONE
19761L508DIALCOLUMBIA ETF TR I$398,6550.22%398,655CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$396,7200.22%396,720CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$391,2250.22%391,225CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$386,5810.21%386,581CommonNONE
37940X102GPNGLOBAL PMTS INC$384,0310.21%384,031CommonNONE
260557103DOWDOW INC$375,0640.21%375,064CommonNONE
452308109ITWILLINOIS TOOL WKS INC$372,9300.21%372,930CommonNONE
22052L104CTVACORTEVA INC$371,0480.20%371,048CommonNONE
464287168DVYISHARES TR$367,2180.20%367,218CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$363,5900.20%363,590CommonNONE
69374H683PTINPACER FDS TR$359,3330.20%359,333CommonNONE
209115104EDCONSOLIDATED EDISON INC$357,6220.20%357,622CommonNONE
500767736IVOLKRANESHARES TR$357,3310.20%357,331CommonNONE
57636Q104MAMASTERCARD INCORPORATED$355,6720.20%355,672CommonNONE
G5960L103MDTMEDTRONIC PLC$353,0770.20%353,077CommonNONE
693506107PPGPPG INDS INC$350,5810.19%350,581CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$345,4890.19%345,489CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$344,6620.19%344,662CommonNONE
67066G104NVDANVIDIA CORPORATION$342,8900.19%342,890CommonNONE
617446448MSMORGAN STANLEY$338,0000.19%338,000CommonNONE
001055102AFLAFLAC INC$336,3930.19%336,393CommonNONE
26922A321DSTLETF SER SOLUTIONS$332,6280.18%332,628CommonNONE
921937827BSVVANGUARD BD INDEX FDS$331,2990.18%331,299CommonNONE
44486Q103HUMAHUMACYTE INC$326,1530.18%326,153CommonNONE
46434V613IUSBISHARES TR$321,3960.18%321,396CommonNONE
343498101FLOFLOWERS FOODS INC$318,4390.18%318,439CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$305,5440.17%305,544CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$298,4100.16%298,410CommonNONE
87612E106TGTTARGET CORP$298,2360.16%298,236CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$295,4720.16%295,472CommonNONE
075887109BDXBECTON DICKINSON & CO$288,8600.16%288,860CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$287,6150.16%287,615CommonNONE
68389X105ORCLORACLE CORP$285,3930.16%285,393CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$285,0230.16%285,023CommonNONE
49456B101KMIKINDER MORGAN INC DEL$284,0930.16%284,093CommonNONE
45409B461IQSUINDEXIQ ETF TR$278,6310.15%278,631CommonNONE
487836108KKELLOGG CO$273,5400.15%273,540CommonNONE
464288661IEIISHARES TR$272,1400.15%272,140CommonNONE
254687106DISDISNEY WALT CO$270,4140.15%270,414CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$257,4590.14%257,459CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$257,3020.14%257,302CommonNONE
464287721IYWISHARES TR$256,9640.14%256,964CommonNONE
097023105BABOEING CO$248,2630.14%248,263CommonNONE
550021109LULULULULEMON ATHLETICA INC$245,3190.14%245,319CommonNONE
03076K108ABCBAMERIS BANCORP$238,1490.13%238,149CommonNONE
464287440IEFISHARES TR$232,6950.13%232,695CommonNONE
882508104TXNTEXAS INSTRS INC$232,5170.13%232,517CommonNONE
91704K202URBAN-GRO INC$231,9600.13%231,960CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$230,2400.13%230,240CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$223,3420.12%223,342CommonNONE
254709108DFSEURDISCOVER FINL SVCS$220,0000.12%220,000CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$219,4720.12%219,472CommonNONE
512807108LRCXEURLAM RESEARCH CORP$216,7320.12%216,732CommonNONE
539830109LMTLOCKHEED MARTIN CORP$214,9940.12%214,994CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$211,9920.12%211,992CommonNONE
345370860FFORD MTR CO DEL$210,0750.12%210,075CommonNONE
172967424CCITIGROUP INC$206,0480.11%206,048CommonNONE
194162103CLCOLGATE PALMOLIVE CO$199,6110.11%199,611CommonNONE
654106103NKENIKE INC$199,3860.11%199,386CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$198,7570.11%198,757CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$194,4000.11%194,400CommonNONE
337932107FEFIRSTENERGY CORP$192,2230.11%192,223CommonNONE
26922A222ACIOETF SER SOLUTIONS$191,5220.11%191,522CommonNONE
354613101BENFRANKLIN RESOURCES INC$190,7990.11%190,799CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$190,3100.11%190,310CommonNONE
031162100AMGNAMGEN INC$189,1610.10%189,161CommonNONE
297178105ESSESSEX PPTY TR INC$182,4260.10%182,426CommonNONE
049560105ATOATMOS ENERGY CORP$179,3960.10%179,396CommonNONE
92826C839VVISA INC$176,1570.10%176,157CommonNONE
464288760ITAISHARES TR$175,9380.10%175,938CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$175,7720.10%175,772CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$175,5170.10%175,517CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$173,9920.10%173,992CommonNONE
025816109AXPAMERICAN EXPRESS CO$173,3810.10%173,381CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$171,6810.09%171,681CommonNONE
464288885EFGISHARES TR$170,6140.09%170,614CommonNONE
053611109AVYAVERY DENNISON CORP$169,5670.09%169,567CommonNONE
45409B800MNAINDEXIQ ETF TR$167,5440.09%167,544CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$167,2100.09%167,210CommonNONE
91913Y100VLOVALERO ENERGY CORP$163,8680.09%163,868CommonNONE
172062101CINFCINCINNATI FINL CORP$163,3240.09%163,324CommonNONE
524660107LEGLEGGETT & PLATT INC$161,5950.09%161,595CommonNONE
808513105SCHWSCHWAB CHARLES CORP$161,1550.09%161,155CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$160,5630.09%160,563CommonNONE
756109104OREALTY INCOME CORP$159,0780.09%159,078CommonNONE
80105N105SNYSANOFI$158,4660.09%158,466CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$158,1900.09%158,190CommonNONE
G29183103ETNEATON CORP PLC$153,1350.08%153,135CommonNONE
92204A504VHTVANGUARD WORLD FDS$152,5780.08%152,578CommonNONE
440452100HRLHORMEL FOODS CORP$152,5140.08%152,514CommonNONE
12514G108CDWCDW CORP$152,2470.08%152,247CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$150,1640.08%150,164CommonNONE
009158106APDAIR PRODS & CHEMS INC$149,1340.08%149,134CommonNONE
74347Y854PROSHARES TR II$147,4540.08%147,454CommonNONE
74347Y789VIXYUSDPROSHARES TR II$147,4540.08%147,454CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$147,3490.08%147,349CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$143,8530.08%143,853CommonNONE
500767306KWEBKRANESHARES TR$141,3810.08%141,381CommonNONE
98978V103ZTSZOETIS INC$139,9600.08%139,960CommonNONE
427866108HSYHERSHEY CO$139,8320.08%139,832CommonNONE
79466L302CRMSALESFORCE INC$138,8150.08%138,815CommonNONE
92556V106VTRSVIATRIS INC$138,3830.08%138,383CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$137,6480.08%137,648CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$136,5550.08%136,555CommonNONE
464287556IBBISHARES TR$134,8320.07%134,832CommonNONE
548661107LOWLOWES COS INC$134,6270.07%134,627CommonNONE
72201R833MINTPIMCO ETF TR$133,8780.07%133,878CommonNONE
46266C105IQVIQVIA HLDGS INC$131,7370.07%131,737CommonNONE
115637209BF/BBROWN FORMAN CORP$130,6890.07%130,689CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$130,3400.07%130,340CommonNONE
72201R718LDURPIMCO ETF TR$128,5740.07%128,574CommonNONE
235851102DHRDANAHER CORPORATION$127,2020.07%127,202CommonNONE
872540109TJXTJX COS INC NEW$126,2990.07%126,299CommonNONE
56035L104MAINMAIN STR CAP CORP$125,4940.07%125,494CommonNONE
126650100CVSCVS HEALTH CORP$122,4370.07%122,437CommonNONE
552690109MDUMDU RES GROUP INC$121,3250.07%121,325CommonNONE
824348106SHWSHERWIN WILLIAMS CO$121,0770.07%121,077CommonNONE
780259305SHELSHELL PLC$120,6390.07%120,639CommonNONE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$119,3890.07%119,389CommonNONE
595112103MUMICRON TECHNOLOGY INC$117,9920.07%117,992CommonNONE
464288653TLHISHARES TR$116,5120.06%116,512CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$115,5480.06%115,548CommonNONE
816300107SIGISELECTIVE INS GROUP INC$115,1400.06%115,140CommonNONE
11271J107BNBROOKFIELD CORP$114,5450.06%114,545CommonNONE
G0250X107AMCRAMCOR PLC$111,5070.06%111,507CommonNONE
553368101MPMP MATERIALS CORP$111,3860.06%111,386CommonNONE
46434V621DGROISHARES TR$111,2530.06%111,253CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$110,8590.06%110,859CommonNONE
163851108CCCHEMOURS CO$110,7810.06%110,781CommonNONE
46429B747STIPISHARES TR$110,5810.06%110,581CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$110,5310.06%110,531CommonNONE
907818108UNPUNION PAC CORP$110,4950.06%110,495CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$109,7430.06%109,743CommonNONE
21036P108STZCONSTELLATION BRANDS INC$108,0900.06%108,090CommonNONE
98419M100XYLXYLEM INC$106,5390.06%106,539CommonNONE
00508Y102AYIACUITY BRANDS INC$105,8390.06%105,839CommonNONE
64110L106NFLXNETFLIX INC$105,6920.06%105,692CommonNONE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$105,6920.06%105,692CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$105,4340.06%105,434CommonNONE
046353108AZNNASTRAZENECA PLC$105,2790.06%105,279CommonNONE
032095101APHAMPHENOL CORP NEW$103,2340.06%103,234CommonNONE
46432F859ISTBISHARES TR$102,7480.06%102,748CommonNONE
464287176TIPISHARES TR$101,7110.06%101,711CommonNONE
67077M108NTRNUTRIEN LTD$100,4010.06%100,401CommonNONE
69374H881COWZPACER FDS TR$98,9470.05%98,947CommonNONE
464285204IAUISHARES GOLD TR$97,5980.05%97,598CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$97,1670.05%97,167CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$97,0990.05%97,099CommonNONE
69374H741SRVRPACER FDS TR$95,0630.05%95,063CommonNONE
464287465EFAISHARES TR$90,6980.05%90,698CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$90,6330.05%90,633CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$90,3850.05%90,385CommonNONE
922908769VTIVANGUARD INDEX FDS$90,0080.05%90,008CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$88,9090.05%88,909CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$87,8730.05%87,873CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$86,5660.05%86,566CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$86,3640.05%86,364CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$86,1130.05%86,113CommonNONE
832696405SJMSMUCKER J M CO$84,4670.05%84,467CommonNONE
11135F101AVGOBROADCOM INC$83,6010.05%83,601CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$80,9740.04%80,974CommonNONE
G6095L109APTIV PLC$80,6720.04%80,672CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$79,7900.04%79,790CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$79,6470.04%79,647CommonNONE
649445103NYCBEURNEW YORK CMNTY BANCORP INC$78,6690.04%78,669CommonNONE
216648402COOPER COS INC$78,5760.04%78,576CommonNONE
464287200IVVISHARES TR$78,5440.04%78,544CommonNONE
464287705IJJISHARES TR$76,3280.04%76,328CommonNONE
922908652VXFVANGUARD INDEX FDS$75,8580.04%75,858CommonNONE
464287408IVEISHARES TR$74,7990.04%74,799CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$74,5870.04%74,587CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$74,4030.04%74,403CommonNONE
767204100RIORIO TINTO PLC$73,7990.04%73,799CommonNONE
071813109BAXBAXTER INTL INC$72,4670.04%72,467CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$71,9490.04%71,949CommonNONE
35137L105FOXAFOX CORP$70,5360.04%70,536CommonNONE
37954Y475XYLDGLOBAL X FDS$69,4550.04%69,455CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$69,2880.04%69,288CommonNONE
452327109ILMNILLUMINA INC$69,0620.04%69,062CommonNONE
00507V109AIYACTIVISION BLIZZARD INC$68,9570.04%68,957CommonNONE
50212V100LPLALPL FINL HLDGS INC$68,7080.04%68,708CommonNONE
87161C501SYU1SYNOVUS FINL CORP$68,4270.04%68,427CommonNONE
92204A702VGTVANGUARD WORLD FDS$67,3110.04%67,311CommonNONE
37954Y806ALTYGLOBAL X FDS$66,6370.04%66,637CommonNONE
67071L106NVGNUVEEN AMT FREE MUN CR INC F$66,4980.04%66,498CommonNONE
780287108RGLDROYAL GOLD INC$66,1380.04%66,138CommonNONE
464288588MBBISHARES TR$65,2590.04%65,259CommonNONE
681919106OMCOMNICOM GROUP INC$64,4040.04%64,404CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$64,3850.04%64,385CommonNONE
922908629VOVANGUARD INDEX FDS$63,8480.04%63,848CommonNONE
704326107PAYXPAYCHEX INC$63,6540.04%63,654CommonNONE
67066V101NADNUVEEN QUALITY MUNCP INCOME$63,4490.04%63,449CommonNONE
67074C103NBBNUVEEN TAXABLE MUNICPAL INM$63,4260.04%63,426CommonNONE
929740108WABWABTEC$63,2800.03%63,280CommonNONE
66987V109NVSNOVARTIS AG$62,5640.03%62,564CommonNONE
498894104KNFKNIFE RIVER CORP$62,2480.03%62,248CommonNONE
464287150ITOTISHARES TR$61,9330.03%61,933CommonNONE
244199105DEDEERE & CO$60,6720.03%60,672CommonNONE
438516106HONHONEYWELL INTL INC$60,1750.03%60,175CommonNONE
00162Q452AMLPALPS ETF TR$60,1090.03%60,109CommonNONE
858912108SRCLEURSTERICYCLE INC$59,7540.03%59,754CommonNONE
247361702DALDELTA AIR LINES INC DEL$58,8520.03%58,852CommonNONE
41013V100HTDHANCOCK JOHN TAX-ADVANTAGED$58,7320.03%58,732CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$58,3910.03%58,391CommonNONE
69374H709GCOWPACER FDS TR$58,3440.03%58,344CommonNONE
68268W103OMFONEMAIN HLDGS INC$57,3210.03%57,321CommonNONE
744320102PRUPRUDENTIAL FINL INC$57,2550.03%57,255CommonNONE
913456109UVVUNIVERSAL CORP VA$55,8830.03%55,883CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$55,4580.03%55,458CommonNONE
918204108VFCV F CORP$54,3870.03%54,387CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$54,1100.03%54,110CommonNONE
921937819BIVVANGUARD BD INDEX FDS$53,5640.03%53,564CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$53,0670.03%53,067CommonNONE
863667101SYKSTRYKER CORPORATION$52,9100.03%52,910CommonNONE
29364G103ETRENTERGY CORP NEW$52,4270.03%52,427CommonNONE
92189F643MOATVANECK ETF TRUST$51,8640.03%51,864CommonNONE
115236101BROBROWN & BROWN INC$51,6990.03%51,699CommonNONE
454089103IFNINDIA FD INC$51,0450.03%51,045CommonNONE
46434VBG4IBDPISHARES TR$50,7170.03%50,717CommonNONE
37954Y459RYLDGLOBAL X FDS$50,4480.03%50,448CommonNONE
464287812IYKISHARES TR$50,0720.03%50,072CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$50,0080.03%50,008CommonNONE
78464A763SDYSPDR SER TR$50,0060.03%50,006CommonNONE
09247X101BLKCHFBLACKROCK INC$49,8090.03%49,809CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$49,5360.03%49,536CommonNONE
067901108ABXBARRICK GOLD CORP$49,5200.03%49,520CommonNONE
464287499IWRISHARES TR$48,4920.03%48,492CommonNONE
038923108ABRARBOR REALTY TRUST INC$48,0820.03%48,082CommonNONE
72201R304LTPZPIMCO ETF TR$48,0320.03%48,032CommonNONE
05350V106AVNSAVANOS MED INC$48,0270.03%48,027CommonNONE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$47,7270.03%47,727CommonNONE
384802104GWWGRAINGER W W INC$47,3150.03%47,315CommonNONE
92204A207VDCVANGUARD WORLD FDS$47,0480.03%47,048CommonNONE
29476L107EQREQUITY RESIDENTIAL$45,9760.03%45,976CommonNONE
30161N101EXCEXELON CORP$45,8320.03%45,832CommonNONE
444859102HUMHUMANA INC$44,8020.02%44,802CommonNONE
032654105ADIANALOG DEVICES INC$44,4170.02%44,417CommonNONE
78463V107GLDSPDR GOLD TR$44,0450.02%44,045CommonNONE
78464A359CWBSPDR SER TR$43,9290.02%43,929CommonNONE
90274D416BDCZUBS AG LONDON BRANCH$43,3100.02%43,310CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$42,8980.02%42,898CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$42,7800.02%42,780CommonNONE
29273V100ETENERGY TRANSFER L P$42,6210.02%42,621CommonNONE
45258H106IMMXIMMIX BIOPHARMA INC$42,3320.02%42,332CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$42,2820.02%42,282CommonNONE
04010L103ARCCARES CAPITAL CORP$42,2780.02%42,278CommonNONE
30034W106EVRGEVERGY INC$41,8870.02%41,887CommonNONE
570535104MKLMARKEL GROUP INC$41,4950.02%41,495CommonNONE
69121K104OBDCOWL ROCK CAPITAL CORPORATION$41,0850.02%41,085CommonNONE
78409V104SPGIS&P GLOBAL INC$40,8910.02%40,891CommonNONE
464287887IJTISHARES TR$40,8030.02%40,803CommonNONE
172908105CTASCINTAS CORP$40,7610.02%40,761CommonNONE
46432F842IEFAISHARES TR$40,7160.02%40,716CommonNONE
256677105DGDOLLAR GEN CORP NEW$40,5770.02%40,577CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$39,9660.02%39,966CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$39,5490.02%39,549CommonNONE
33734X184FXUFIRST TR EXCHANGE TRADED FD$38,9990.02%38,999CommonNONE
921937793BLVVANGUARD BD INDEX FDS$38,7340.02%38,734CommonNONE
97717W570EZMWISDOMTREE TR$38,7280.02%38,728CommonNONE
97717W505DONWISDOMTREE TR$38,6020.02%38,602CommonNONE
33737J174FDTFIRST TR EXCH TRD ALPHDX FD$38,4040.02%38,404CommonNONE
260003108DOVDOVER CORP$38,3890.02%38,389CommonNONE
776696106ROPROPER TECHNOLOGIES INC$37,9830.02%37,983CommonNONE
45073V108ITTITT INC$37,6800.02%37,680CommonNONE
46138E610KBWDINVESCO EXCH TRADED FD TR II$37,5080.02%37,508CommonNONE
57638P104MBCMASTERBRAND INC$37,2160.02%37,216CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$36,2730.02%36,273CommonNONE
27616P103EASTERLY GOVT PPTYS INC$36,2500.02%36,250CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$35,9060.02%35,906CommonNONE
33734X150FXRFIRST TR EXCHANGE TRADED FD$35,8510.02%35,851CommonNONE
464287754IYJISHARES TR$35,1290.02%35,129CommonNONE
464287432TLTISHARES TR$35,1040.02%35,104CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$34,7760.02%34,776CommonNONE
000375204ABBNYABB LTD$34,7760.02%34,776CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$34,7120.02%34,712CommonNONE
780087102RYROYAL BK CDA$34,2880.02%34,288CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$34,2400.02%34,240CommonNONE
143658300CCL1EURCARNIVAL CORP$34,1950.02%34,195CommonNONE
891160509TDTORONTO DOMINION BK ONT$33,5470.02%33,547CommonNONE
237194105DRIDARDEN RESTAURANTS INC$33,4160.02%33,416CommonNONE
G0751N103ABYEURATLANTICA SUSTAINABLE INFR P$33,4020.02%33,402CommonNONE
303075105FDSFACTSET RESH SYS INC$32,8530.02%32,853CommonNONE
461202103INTUINTUIT$32,5310.02%32,531CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$32,4320.02%32,432CommonNONE
922908751VBVANGUARD INDEX FDS$32,4310.02%32,431CommonNONE
464287481IWPISHARES TR$32,1780.02%32,178CommonNONE
49803T300KRGKITE RLTY GROUP TR$32,1030.02%32,103CommonNONE
464287879IJSISHARES TR$31,1350.02%31,135CommonNONE
012653101ALBALBEMARLE CORP$31,0650.02%31,065CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$30,8620.02%30,862CommonNONE
674599105OXYOCCIDENTAL PETE CORP$30,8470.02%30,847CommonNONE
74736K101QRVOQORVO INC$30,6090.02%30,609CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$30,1680.02%30,168CommonNONE
125523100CITHE CIGNA GROUP$29,4640.02%29,464CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$29,3040.02%29,304CommonNONE
988498101YUMYUM BRANDS INC$29,2340.02%29,234CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$29,1930.02%29,193CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$29,1680.02%29,168CommonNONE
879382208TELFYTELEFONICA S A$28,9700.02%28,970CommonNONE
464287606IJKISHARES TR$28,8040.02%28,804CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$28,5780.02%28,578CommonNONE
222795502CUZCOUSINS PPTYS INC$28,5000.02%28,500CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$28,1150.02%28,115CommonNONE
695156109PKGPACKAGING CORP AMER$28,0160.02%28,016CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$27,8150.02%27,815CommonNONE
890516107TRTOOTSIE ROLL INDS INC$27,6540.02%27,654CommonNONE
464287614IWFISHARES TR$27,5180.02%27,518CommonNONE
31428X106FDXFEDEX CORP$27,2280.02%27,228CommonNONE
40434L105HPQHP INC$27,1630.02%27,163CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$27,0060.01%27,006CommonNONE
00326L100XAODXABRDN TOTAL DYNAMIC DIVIDEND$26,9280.01%26,928CommonNONE
97717X552OPPEWISDOMTREE TR$26,9180.01%26,918CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$26,8460.01%26,846CommonNONE
37954Y293MLPXGLOBAL X FDS$26,6420.01%26,642CommonNONE
G7S00T104PNRPENTAIR PLC$25,8400.01%25,840CommonNONE
125896100CMSCMS ENERGY CORP$25,5560.01%25,556CommonNONE
56585A102MPCMARATHON PETE CORP$25,3540.01%25,354CommonNONE
697435105PANWPALO ALTO NETWORKS INC$25,0880.01%25,088CommonNONE
438128308HMCHONDA MOTOR LTD$24,2480.01%24,248CommonNONE
088606108BHPBHP GROUP LTD$23,8680.01%23,868CommonNONE
46434G103IEMGISHARES INC$23,6440.01%23,644CommonNONE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$23,5520.01%23,552CommonNONE
460146103IPINTERNATIONAL PAPER CO$23,5390.01%23,539CommonNONE
443201108HWMHOWMET AEROSPACE INC$23,4990.01%23,499CommonNONE
464288877EFVISHARES TR$23,4460.01%23,446CommonNONE
92204A801VAWVANGUARD WORLD FDS$23,3740.01%23,374CommonNONE
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$23,0230.01%23,023CommonNONE
78463X459WDIVSPDR INDEX SHS FDS$23,0210.01%23,021CommonNONE
78468R606SPHYSPDR SER TR$22,8460.01%22,846CommonNONE
464287564ICFISHARES TR$22,8390.01%22,839CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$22,7820.01%22,782CommonNONE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$22,7660.01%22,766CommonNONE
063671101BMOBANK MONTREAL QUE$22,5780.01%22,578CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$22,5010.01%22,501CommonNONE
403949100DINOHF SINCLAIR CORP$22,3050.01%22,305CommonNONE
78468R408SJNKSPDR SER TR$22,3020.01%22,302CommonNONE
46434V407SHYGISHARES TR$22,1640.01%22,164CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$22,0820.01%22,082CommonNONE
00724F101ADBEADOBE SYSTEMS INCORPORATED$21,9990.01%21,999CommonNONE
67072C105NUVEEN PFD & INCOME SECS FD$21,9240.01%21,924CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$21,7920.01%21,792CommonNONE
14888U101CPRXCATALYST PHARMACEUTICALS INC$21,5040.01%21,504CommonNONE
902653104UDRUDR INC$21,4800.01%21,480CommonNONE
11275Q1071939900DBROOKFIELD INFRASTRUCTURE CO$21,2400.01%21,240CommonNONE
464287242LQDISHARES TR$21,1790.01%21,179CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$21,1180.01%21,118CommonNONE
252131107DXCMDEXCOM INC$21,0760.01%21,076CommonNONE
29670G102WTRGESSENTIAL UTILS INC$20,9130.01%20,913CommonNONE
87807B107TRPTC ENERGY CORP$20,8440.01%20,844CommonNONE
97717W315DEMWISDOMTREE TR$20,4950.01%20,495CommonNONE
689648103OTTROTTER TAIL CORP$20,4510.01%20,451CommonNONE
37045V100GMGENERAL MTRS CO$20,4370.01%20,437CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$20,2840.01%20,284CommonNONE
808541106MATVMATIV HOLDINGS INC$20,1700.01%20,170CommonNONE
922908595VBKVANGUARD INDEX FDS$19,9870.01%19,987CommonNONE
375558103GILDGILEAD SCIENCES INC$19,7860.01%19,786CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$19,6740.01%19,674CommonNONE
534187109LNCLINCOLN NATL CORP IND$19,3200.01%19,320CommonNONE
46137V175RZGINVESCO EXCHANGE TRADED FD T$19,0420.01%19,042CommonNONE
N07059210ASMLASML HOLDING N V$18,8440.01%18,844CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$18,8330.01%18,833CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$18,8330.01%18,833CommonNONE
864159108RGRSTURM RUGER & CO INC$18,5360.01%18,536CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$18,2060.01%18,206CommonNONE
670837103OGEOGE ENERGY CORP$17,9550.01%17,955CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$17,9350.01%17,935CommonNONE
311900104FASTFASTENAL CO$17,8150.01%17,815CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$17,7640.01%17,764CommonNONE
501044101KRKROGER CO$17,6250.01%17,625CommonNONE
858119100STLDSTEEL DYNAMICS INC$17,4970.01%17,497CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$17,4860.01%17,486CommonNONE
464286871EWHISHARES INC$17,3970.01%17,397CommonNONE
464288646IGSBISHARES TR$17,3420.01%17,342CommonNONE
00162Q361OGIGALPS ETF TR$17,2800.01%17,280CommonNONE
808524706SCHESCHWAB STRATEGIC TR$17,2410.01%17,241CommonNONE
760759100RSGREPUBLIC SVCS INC$17,2100.01%17,210CommonNONE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$17,0030.01%17,003CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$16,8210.01%16,821CommonNONE
37960A669SDIVGLOBAL X FDS$16,7000.01%16,700CommonNONE
26923G822PFFAETFIS SER TR I$16,6940.01%16,694CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$16,5710.01%16,571CommonNONE
043113208ARTNAARTESIAN RES CORP$16,5270.01%16,527CommonNONE
922908512VOEVANGUARD INDEX FDS$16,3980.01%16,398CommonNONE
531229706LIBERTY MEDIA CORP DEL$16,3680.01%16,368CommonNONE
872590104TMUST-MOBILE US INC$16,1120.01%16,112CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$15,9970.01%15,997CommonNONE
464287598IWDISHARES TR$15,7830.01%15,783CommonNONE
219350105GLWCORNING INC$15,7680.01%15,768CommonNONE
052769106ADSKAUTODESK INC$15,6540.01%15,654CommonNONE
464287804IJRISHARES TR$15,6450.01%15,645CommonNONE
G0403H108AONAON PLC$15,5340.01%15,534CommonNONE
464287507IJHISHARES TR$15,4360.01%15,436CommonNONE

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.