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Claro Advisors Inc.

Q4 2024 · 13F-HR

Claro Advisors Inc.holdings as filed

Filed 2025-01-13 · accession 0001951757-25-000003

$740.2M
Reported value
487
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
49845K101KVYOKLAVIYO INC$48.6M6.57%1,178,330CommonNONE
037833100AAPLAPPLE INC$31.1M4.20%124,219CommonNONE
922908363VOOVANGUARD INDEX FDS$30.2M4.08%56,029CommonNONE
464287614IWFISHARES TR$23.8M3.21%59,151CommonNONE
594918104MSFTMICROSOFT CORP$22.8M3.08%54,007CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$22.7M3.07%38,775CommonNONE
023135106AMZNAMAZON COM INC$16.9M2.29%77,097CommonNONE
67066G104NVDANVIDIA CORPORATION$16.1M2.18%120,230CommonNONE
46090E103QQQINVESCO QQQ TR$12.7M1.72%24,873CommonNONE
46434V613IUSBISHARES TR$12.7M1.71%280,261CommonNONE
464287598IWDISHARES TR$12.5M1.69%67,535CommonNONE
46432F339QUALISHARES TR$12.2M1.65%68,596CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$10.2M1.38%42,713CommonNONE
30303M102METAMETA PLATFORMS INC$10.0M1.35%17,119CommonNONE
464287200IVVISHARES TR$9.1M1.22%15,402CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$9.0M1.22%324,526CommonNONE
11135F101AVGOBROADCOM INC$9.0M1.22%38,936CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$8.7M1.18%169,722CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$7.9M1.07%106,842CommonNONE
02079K305GOOGLALPHABET INC$6.5M0.88%34,384CommonNONE
88160R101TSLATESLA INC$6.2M0.84%15,394CommonNONE
02079K107GOOGALPHABET INC$6.2M0.83%32,396CommonNONE
742718109PGPROCTER AND GAMBLE CO$5.8M0.79%34,668CommonNONE
437076102HDHOME DEPOT INC$4.9M0.66%12,642CommonNONE
922908769VTIVANGUARD INDEX FDS$4.8M0.65%16,704CommonNONE
922908751VBVANGUARD INDEX FDS$4.7M0.63%19,420CommonNONE
30231G102XOMEXXON MOBIL CORP$4.5M0.61%42,142CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$4.5M0.61%76,544CommonNONE
464288885EFGISHARES TR$4.5M0.61%46,642CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$4.5M0.61%24,412CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4.2M0.57%8,345CommonNONE
00287Y109ABBVABBVIE INC$4.1M0.55%23,100CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$4.0M0.54%68,190CommonNONE
580135101MCDMCDONALDS CORP$3.9M0.53%13,527CommonNONE
931142103WMTWALMART INC$3.8M0.52%42,253CommonNONE
464288877EFVISHARES TR$3.5M0.48%67,530CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$3.5M0.47%9,918CommonNONE
64110L106NFLXNETFLIX INC$3.4M0.46%3,805CommonNONE
46434G764EMXCISHARES INC$3.4M0.46%61,119CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$3.3M0.44%57,195CommonNONE
438516106HONHONEYWELL INTL INC$3.3M0.44%14,558CommonNONE
464287507IJHISHARES TR$3.3M0.44%52,361CommonNONE
46432F842IEFAISHARES TR$3.3M0.44%46,396CommonNONE
478160104JNJJOHNSON & JOHNSON$3.1M0.42%21,643CommonNONE
713448108PEPPEPSICO INC$3.0M0.41%20,057CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$3.0M0.40%65,391CommonNONE
92826C839VVISA INC$3.0M0.40%9,350CommonNONE
09174C104BITBBITWISE BITCOIN ETF TR$2.9M0.39%57,127CommonNONE
872540109TJXTJX COS INC NEW$2.8M0.38%23,066CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$2.7M0.37%56,464CommonNONE
532457108LLYELI LILLY & CO$2.7M0.37%3,529CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.6M0.35%5,787CommonNONE
68389X105ORCLORACLE CORP$2.5M0.34%14,937CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$2.5M0.33%56,690CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.4M0.33%2,636CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$2.3M0.31%112,582CommonNONE
464287150ITOTISHARES TR$2.3M0.31%17,863CommonNONE
464287655IWMISHARES TR$2.2M0.30%10,156CommonNONE
17275R102CSCOCISCO SYS INC$2.2M0.30%37,826CommonNONE
092528603BINCBLACKROCK ETF TRUST II$2.2M0.30%42,268CommonNONE
091955104ETHWBITWISE ETHEREUM ETF$2.2M0.30%91,357CommonNONE
464287481IWPISHARES TR$2.1M0.28%16,633CommonNONE
H1467J104CBCHUBB LIMITED$2.1M0.28%7,610CommonNONE
060505104BACBANK AMERICA CORP$2.1M0.28%47,590CommonNONE
46432F396MTUMISHARES TR$2.1M0.28%10,048CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.1M0.28%8,928CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.1M0.28%3,919CommonNONE
78464A805SPTMSPDR SER TR$2.0M0.27%27,489CommonNONE
69374H857CALFPACER FDS TR$1.9M0.26%43,925CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.9M0.26%3,924CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.9M0.26%10,425CommonNONE
254687106DISDISNEY WALT CO$1.9M0.26%16,997CommonNONE
79466L302CRMSALESFORCE INC$1.9M0.25%5,598CommonNONE
92189F676SMHVANECK ETF TRUST$1.9M0.25%7,666CommonNONE
G29183103ETNEATON CORP PLC$1.8M0.25%5,560CommonNONE
09290D101BLKBLACKROCK INC$1.8M0.25%1,796CommonNONE
842587107SOSOUTHERN CO$1.8M0.25%22,354CommonNONE
670100205NVONOVO-NORDISK A S$1.8M0.25%21,272CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$1.8M0.24%42,465CommonNONE
46284V101IRMIRON MTN INC DEL$1.7M0.24%16,598CommonNONE
922908637VVVANGUARD INDEX FDS$1.7M0.23%6,437CommonNONE
46434G103IEMGISHARES INC$1.7M0.23%32,623CommonNONE
891160509TDTORONTO DOMINION BK ONT$1.7M0.23%31,762CommonNONE
482480100KLACKLA CORP$1.7M0.23%2,644CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.7M0.22%18,254CommonNONE
464288588MBBISHARES TR$1.6M0.22%17,425CommonNONE
291011104EMREMERSON ELEC CO$1.6M0.22%12,843CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.6M0.21%18,513CommonNONE
58933Y105MRKMERCK & CO INC$1.6M0.21%15,853CommonNONE
191216100KOCOCA COLA CO$1.6M0.21%25,280CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$1.5M0.20%6,217CommonNONE
464287804IJRISHARES TR$1.5M0.20%12,976CommonNONE
46434V621DGROISHARES TR$1.5M0.20%24,057CommonNONE
58155Q103MCKMCKESSON CORP$1.5M0.20%2,571CommonNONE
594972408MSTRMICROSTRATEGY INC$1.5M0.20%5,028CommonNONE
464288414MUBISHARES TR$1.4M0.19%13,460CommonNONE
464287432TLTISHARES TR$1.4M0.19%16,347CommonNONE
166764100CVXCHEVRON CORP NEW$1.4M0.19%9,715CommonNONE
464287705IJJISHARES TR$1.4M0.19%10,961CommonNONE
717081103PFEPFIZER INC$1.4M0.18%51,413CommonNONE
032654105ADIANALOG DEVICES INC$1.4M0.18%6,385CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.3M0.18%33,497CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.3M0.18%12,278CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.3M0.18%5,893CommonNONE
855244109SBUXSTARBUCKS CORP$1.3M0.18%14,204CommonNONE
464287242LQDISHARES TR$1.3M0.17%12,088CommonNONE
988498101YUMYUM BRANDS INC$1.3M0.17%9,614CommonNONE
863667101SYKSTRYKER CORPORATION$1.3M0.17%3,542CommonNONE
81762P102NOWSERVICENOW INC$1.3M0.17%1,183CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.2M0.17%3,075CommonNONE
75513E101RTXRTX CORPORATION$1.2M0.17%10,690CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.2M0.17%21,767CommonNONE
704326107PAYXPAYCHEX INC$1.2M0.17%8,721CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.2M0.16%24,047CommonNONE
45783Y442ZALTINNOVATOR ETFS TRUST$1.2M0.16%40,260CommonNONE
78462F953SPDR S&P 500 ETF TR$1.2M0.16%2,000PUTNONE
37637K108GTLBGITLAB INC$1.2M0.16%20,798CommonNONE
002824100ABTABBOTT LABS$1.2M0.16%10,195CommonNONE
G5960L103MDTMEDTRONIC PLC$1.1M0.15%14,341CommonNONE
46429B697USMVISHARES TR$1.1M0.15%12,879CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.1M0.15%15,824CommonNONE
464287309IVWISHARES TR$1.1M0.15%11,184CommonNONE
922908736VUGVANGUARD INDEX FDS$1.1M0.15%2,727CommonNONE
747525103QCOMQUALCOMM INC$1.1M0.15%7,285CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.15%14,711CommonNONE
59156R108METMETLIFE INC$1.1M0.15%13,511CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.15%5,014CommonNONE
654106103NKENIKE INC$1.1M0.15%14,490CommonNONE
031162100AMGNAMGEN INC$1.1M0.15%4,186CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.1M0.15%42,029CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1.1M0.15%11,766CommonNONE
609207105MDLZMONDELEZ INTL INC$1.1M0.14%17,793CommonNONE
46131M106VGMINVESCO TR INVT GRADE MUNS$1.1M0.14%104,541CommonNONE
09260D107BXBLACKSTONE INC$1.0M0.14%5,998CommonNONE
375558103GILDGILEAD SCIENCES INC$1.0M0.14%11,172CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$1.0M0.14%31,561CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.0M0.14%2,136CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.0M0.14%14,271CommonNONE
00206R102TAT&T INC$1.0M0.14%43,926CommonNONE
369550108GDGENERAL DYNAMICS CORP$993,1270.13%3,769CommonNONE
G54950103LINLINDE PLC$977,8520.13%2,336CommonNONE
69374H881COWZPACER FDS TR$977,3110.13%17,304CommonNONE
69344A206PHYLPGIM ETF TR$962,5620.13%27,708CommonNONE
78433H303SPYINEOS ETF TRUST$962,3840.13%18,937CommonNONE
833034101SNASNAP ON INC$962,2020.13%2,834CommonNONE
33740F698DJULFIRST TR EXCHNG TRADED FD VI$954,8870.13%22,746CommonNONE
46434V738IEURISHARES TR$947,9170.13%17,561CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$945,3880.13%6,872CommonNONE
464287879IJSISHARES TR$938,1620.13%8,638CommonNONE
94106L109WMWASTE MGMT INC DEL$924,9850.12%4,584CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$921,1470.12%30,231CommonNONE
040413205ANETARISTA NETWORKS INC$916,1840.12%8,289CommonNONE
097023105BABOEING CO$915,8050.12%5,174CommonNONE
718172109PMPHILIP MORRIS INTL INC$914,4560.12%7,598CommonNONE
452308109ITWILLINOIS TOOL WKS INC$894,2650.12%3,527CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$885,3560.12%28,232CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$884,9500.12%9,168CommonNONE
464287663IUSVISHARES TR$878,7580.12%9,491CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$873,1570.12%34,215CommonNONE
46429B663HDVISHARES TR$866,3540.12%7,717CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$864,5800.12%174CommonNONE
464287226AGGISHARES TR$864,5540.12%8,922CommonNONE
189054109CLXCLOROX CO DEL$864,1360.12%5,321CommonNONE
824348106SHWSHERWIN WILLIAMS CO$862,5700.12%2,537CommonNONE
278865100ECLECOLAB INC$858,2770.12%3,663CommonNONE
64133Q108NBXGNEUBERGER BERMAN NEXT GENERA$846,3880.11%66,435CommonNONE
78409V104SPGIS&P GLOBAL INC$837,4070.11%1,681CommonNONE
617446448MSMORGAN STANLEY$835,6900.11%6,647CommonNONE
464287465EFAISHARES TR$833,4950.11%11,024CommonNONE
46138G672RWKINVESCO EXCH TRADED FD TR II$833,3600.11%7,170CommonNONE
761152107RMDRESMED INC$825,4400.11%3,609CommonNONE
20030N101CMCSACOMCAST CORP NEW$823,2690.11%21,936CommonNONE
464287101OEFISHARES TR$822,9530.11%2,849CommonNONE
816851109SRESEMPRA$821,5470.11%9,366CommonNONE
78463V107GLDSPDR GOLD TR$807,3630.11%3,334CommonNONE
665859104NTRSNORTHERN TR CORP$807,1230.11%7,874CommonNONE
038222105AMATAPPLIED MATLS INC$797,8760.11%4,906CommonNONE
38747R827NVDLGRANITESHARES ETF TR$791,3030.11%11,919CommonNONE
025072323AVSCAMERICAN CENTY ETF TR$789,6060.11%14,525CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$787,8390.11%3,989CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$779,1610.11%9,129CommonNONE
26875P101EOGEOG RES INC$774,1440.10%6,315CommonNONE
410867105THGHANOVER INS GROUP INC$768,9770.10%4,972CommonNONE
92939U106WECWEC ENERGY GROUP INC$766,3150.10%8,149CommonNONE
009158106APDAIR PRODS & CHEMS INC$756,5720.10%2,609CommonNONE
075887109BDXBECTON DICKINSON & CO$755,7140.10%3,331CommonNONE
574599106MASMASCO CORP$742,8230.10%10,236CommonNONE
45783Y681QFLRINNOVATOR ETFS TRUST$738,0770.10%25,241CommonNONE
464285204IAUISHARES GOLD TR$734,0850.10%14,827CommonNONE
682680103OKEONEOK INC NEW$733,6810.10%7,308CommonNONE
032095101APHAMPHENOL CORP NEW$732,2710.10%10,544CommonNONE
115236101BROBROWN & BROWN INC$728,9470.10%7,145CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$727,3830.10%15,896CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$714,9030.10%25,514CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$703,5940.10%6,222CommonNONE
78468R721TFISPDR SER TR$697,0280.09%15,279CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$683,9520.09%29,506CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$682,1580.09%5,480CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$676,2140.09%14,141CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$673,0600.09%18,093CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$660,9990.09%18,541CommonNONE
876030107TPRTAPESTRY INC$660,3030.09%10,107CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$652,4500.09%1,250CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$647,0710.09%10,727CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$641,9320.09%5,795CommonNONE
743315103PGRPROGRESSIVE CORP$639,7100.09%2,670CommonNONE
921910873MGCVANGUARD WORLD FD$638,4950.09%3,002CommonNONE
384109104GGGGRACO INC$637,4950.09%7,563CommonNONE
084423102WRBBERKLEY W R CORP$636,1740.09%10,871CommonNONE
12572Q105CMECME GROUP INC$632,6430.09%2,724CommonNONE
369604301GEGE AEROSPACE$629,7670.09%3,776CommonNONE
297178105ESSESSEX PPTY TR INC$628,3680.08%2,201CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$627,5660.08%2,144CommonNONE
247361702DALDELTA AIR LINES INC DEL$623,9260.08%10,313CommonNONE
025816109AXPAMERICAN EXPRESS CO$621,2990.08%2,093CommonNONE
921909768VXUSVANGUARD STAR FDS$618,5810.08%10,497CommonNONE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$615,5030.08%73,100CommonNONE
52110M109LAZLAZARD INC$612,5610.08%11,899CommonNONE
90278Q108UFPIUFP INDUSTRIES INC$610,7910.08%5,422CommonNONE
67066V101NADNUVEEN QUALITY MUNCP INCOME$609,7800.08%52,297CommonNONE
00724F101ADBEADOBE INC$606,7250.08%1,364CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$604,3130.08%5,003CommonNONE
172967424CCITIGROUP INC$602,3970.08%8,558CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$598,2660.08%11,277CommonNONE
257651109DCIDONALDSON INC$596,6390.08%8,859CommonNONE
427866108HSYHERSHEY CO$594,7470.08%3,512CommonNONE
46434G822EWJISHARES INC$590,9090.08%8,806CommonNONE
92537N108VRTVERTIV HOLDINGS CO$589,0840.08%5,185CommonNONE
646025106NJRNEW JERSEY RES CORP$580,3110.08%12,440CommonNONE
37954Y673PAVEGLOBAL X FDS$576,4190.08%14,264CommonNONE
399909100GGALGRUPO FINANCIERO GALICIA S.A$567,9850.08%9,114CommonNONE
82509L107SHOPSHOPIFY INC$564,1870.08%5,306CommonNONE
82846H405QXOQXO INC$560,9840.08%35,282CommonNONE
891092108TTCTORO CO$554,3080.07%6,920CommonNONE
548661107LOWLOWES COS INC$553,1130.07%2,241CommonNONE
34959E109FTNTFORTINET INC$551,9530.07%5,842CommonNONE
46435G532SDGISHARES TR$551,2560.07%7,703CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$545,3690.07%28,068CommonNONE
97717X669DGRWWISDOMTREE TR$545,1770.07%6,736CommonNONE
30040W108ESEVERSOURCE ENERGY$543,0920.07%9,457CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$535,2400.07%17,035CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$534,4540.07%1,562CommonNONE
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464287408IVEISHARES TR$526,2500.07%2,757CommonNONE
05961W105BMABANCO MACRO SA$523,8590.07%5,414CommonNONE
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464288240ACWXISHARES TR$506,1950.07%9,705CommonNONE
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149123101CATCATERPILLAR INC$486,7000.07%1,342CommonNONE
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872590104TMUST-MOBILE US INC$481,4960.07%2,181CommonNONE
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701094104PHPARKER-HANNIFIN CORP$478,6420.06%753CommonNONE
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883556102TMOTHERMO FISHER SCIENTIFIC INC$468,3760.06%900CommonNONE
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464286145FMUSDISHARES INC$461,6610.06%17,010CommonNONE
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655663102NDSNNORDSON CORP$459,1410.06%2,194CommonNONE
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36828A101GEVGE VERNOVA INC$433,2810.06%1,317CommonNONE
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244199105DEDEERE & CO$429,6610.06%1,014CommonNONE
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831865209AOSSMITH A O CORP$415,1470.06%6,086CommonNONE
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052769106ADSKAUTODESK INC$411,7300.06%1,393CommonNONE
697660207PAMPAMPA ENERGIA S A$410,2410.06%4,665CommonNONE
37045V100GMGENERAL MTRS CO$410,0720.06%7,698CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$408,1410.06%713CommonNONE
337738108FISVFISERV INC$407,1430.06%1,982CommonNONE
06738E204BCSBARCLAYS PLC$406,2230.05%30,566CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$397,4620.05%11,659CommonNONE
56585A102MPCMARATHON PETE CORP$396,3170.05%2,841CommonNONE
29082A107EMBJEMBRAER S.A.$389,9820.05%10,632CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$389,0640.05%1,053CommonNONE
46434G855RINGISHARES INC$388,3680.05%13,816CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$387,3750.05%4,937CommonNONE
66987V109NVSNOVARTIS AG$384,7640.05%3,954CommonNONE
88579Y101MMM3M CO$384,7380.05%2,980CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$383,6960.05%1,959CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$381,2670.05%2,894CommonNONE
922908629VOVANGUARD INDEX FDS$377,9170.05%1,431CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$374,9110.05%5,801CommonNONE
09290C509LCTUBLACKROCK ETF TRUST$374,3090.05%5,844CommonNONE
464287671IUSGISHARES TR$373,5640.05%2,681CommonNONE
731068102PIIPOLARIS INC$371,3710.05%6,445CommonNONE
922908744VTVVANGUARD INDEX FDS$371,2190.05%2,193CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$369,6840.05%5,826CommonNONE
33734X150FXRFIRST TR EXCHANGE TRADED FD$369,4350.05%4,938CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$365,0680.05%9,514CommonNONE
009066101ABNBAIRBNB INC$363,6120.05%2,767CommonNONE
78464A847SPMDSPDR SER TR$363,1550.05%6,640CommonNONE
88557W101QFINQIFU TECHNOLOGY INC$363,0370.05%9,459CommonNONE
26614N102DDDUPONT DE NEMOURS INC$361,0460.05%4,735CommonNONE
036752103ELVELEVANCE HEALTH INC$359,5750.05%975CommonNONE
907818108UNPUNION PAC CORP$359,3350.05%1,576CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$358,9020.05%30,623CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$356,7980.05%7,407CommonNONE
98389B100XELXCEL ENERGY INC$352,6380.05%5,223CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$352,3680.05%7,053CommonNONE
09258G104BSTBLACKROCK SCIENCE & TECHNOLO$350,0370.05%9,574CommonNONE
550021109LULULULULEMON ATHLETICA INC$345,0670.05%902CommonNONE
803054204SAPSAP SE$341,0010.05%1,385CommonNONE
14021N105CGNGCAPITAL GROUP NEW GEOGRAPHY$338,5800.05%13,669CommonNONE
23331A109DHID R HORTON INC$338,4190.05%2,420CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$337,1450.05%1,461CommonNONE
46436E767USXFISHARES TR$337,1370.05%6,781CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$335,2770.05%2,222CommonNONE
464287796IYEISHARES TR$335,2140.05%7,356CommonNONE
925050106VRNAVERONA PHARMA PLC$335,2040.05%7,218CommonNONE
285512109EAELECTRONIC ARTS INC$334,3140.05%2,285CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$331,1920.04%8,210CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$331,0620.04%740CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$328,7420.04%5,831CommonNONE
26922A289UFOXETF SER SOLUTIONS$328,6210.04%6,897CommonNONE
12811T811CPSNCALAMOS ETF TR$327,6600.04%12,954CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$326,3300.04%33,573CommonNONE
808513105SCHWSCHWAB CHARLES CORP$326,1480.04%4,407CommonNONE
46435G250HYDBISHARES TR$325,7900.04%6,930CommonNONE
464287622IWBISHARES TR$325,2580.04%1,010CommonNONE
00214Q104ARKKARK ETF TR$324,9370.04%5,724CommonNONE
219350105GLWCORNING INC$323,4370.04%6,806CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$321,1750.04%2,162CommonNONE
46131H107VVRINVESCO SR INCOME TR$320,6790.04%81,184CommonNONE
911363109URIUNITED RENTALS INC$320,5700.04%455CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$317,9880.04%6,050CommonNONE
443201108HWMHOWMET AEROSPACE INC$317,7270.04%2,905CommonNONE
46138J528INVESCO EXCH TRD SLF IDX FD$317,6570.04%12,960CommonNONE
595112103MUMICRON TECHNOLOGY INC$316,6020.04%3,762CommonNONE
46090A739GTOSINVESCO ACTIVELY MANAGED EXC$314,5160.04%12,636CommonNONE
78433H675QQQINEOS ETF TRUST$312,3750.04%5,965CommonNONE
904767704UNILEVER PLC$309,3250.04%5,455CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$308,9910.04%1,641CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$308,6850.04%1,869CommonNONE
H42097107UBSUBS GROUP AG$308,4610.04%10,174CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$308,1270.04%7,653CommonNONE
45782C631IOCTINNOVATOR ETFS TRUST$307,2390.04%10,485CommonNONE
026874784AIGAMERICAN INTL GROUP INC$307,1490.04%4,219CommonNONE
929740108WABWABTEC$304,1600.04%1,604CommonNONE
064058100BKBANK NEW YORK MELLON CORP$302,5480.04%3,938CommonNONE
87975E305LUX1USDTEMA ETF TRUST$302,2960.04%13,741CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$302,0910.04%1,422CommonNONE
58733R102MELIMERCADOLIBRE INC$300,9780.04%177CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$299,8550.04%12,345CommonNONE
89377M109TMDXTRANSMEDICS GROUP INC$296,5990.04%4,757CommonNONE
12811T860CPNSCALAMOS ETF TR$295,2970.04%11,635CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$294,7830.04%1,529CommonNONE
20825C104COPCONOCOPHILLIPS$293,1290.04%2,956CommonNONE
46434V647REETISHARES TR$290,4620.04%12,118CommonNONE
370334104GISGENERAL MLS INC$289,0310.04%4,532CommonNONE
436440101HO1HOLOGIC INC$288,7210.04%4,005CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$288,4100.04%3,534CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$287,0690.04%403CommonNONE
75960P104RELYREMITLY GLOBAL INC$286,6350.04%12,700CommonNONE
759530108RELXRELX PLC$284,2390.04%6,258CommonNONE
46435G193SUSCISHARES TR$281,5240.04%12,391CommonNONE
46266C105IQVIQVIA HLDGS INC$280,8130.04%1,429CommonNONE
45784N502RFLRINNOVATOR ETFS TRUST$279,4070.04%10,900CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$278,4910.04%1,518CommonNONE
002474104AZZAZZ INC$274,5520.04%3,351CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$273,7810.04%12,422CommonNONE
464289875AOMISHARES TR$271,5000.04%6,250CommonNONE
311900104FASTFASTENAL CO$271,2770.04%3,772CommonNONE
46429B291QLTAISHARES TR$270,2760.04%5,776CommonNONE
92343E102VRSNVERISIGN INC$267,6000.04%1,293CommonNONE
256163106DOCUDOCUSIGN INC$266,4170.04%2,962CommonNONE
83200N103SMARGBPSMARTSHEET INC$266,3670.04%4,754CommonNONE
03073E105CORCENCORA INC$266,1630.04%1,185CommonNONE
81141R100SESEA LTD$264,4020.04%2,492CommonNONE
29364G103ETRENTERGY CORP NEW$264,2670.04%3,485CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$264,0880.04%12,369CommonNONE
27579R104EWBCEAST WEST BANCORP INC$263,9150.04%2,756CommonNONE
45168D104IDXXIDEXX LABS INC$262,9480.04%636CommonNONE
464288570DSIISHARES TR$262,2850.04%2,379CommonNONE
458140100INTCINTEL CORP$260,1670.04%12,976CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$259,7000.04%1,391CommonNONE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$259,2830.04%32,169CommonNONE
301505624EXCHANGE TRADED CONCEPTS TRU$258,8850.03%15,328CommonNONE
92647N824CDCVICTORY PORTFOLIOS II$257,4270.03%4,114CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$256,2090.03%1,133CommonNONE
29444U700EQIXEQUINIX INC$255,7580.03%271CommonNONE
45337C102INCYINCYTE CORP$255,4210.03%3,698CommonNONE
09251A104BDJBLACKROCK ENHANCED EQUITY DI$253,8840.03%30,662CommonNONE
042068205ARMARM HOLDINGS PLC$253,0120.03%2,051CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$252,4040.03%2,846CommonNONE
55336V100MPLXMPLX LP$251,4090.03%5,253CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$248,9020.03%7,293CommonNONE
H2906T109GRMNGARMIN LTD$247,6880.03%1,201CommonNONE
452327109ILMNILLUMINA INC$246,9490.03%1,848CommonNONE
922908652VXFVANGUARD INDEX FDS$245,8350.03%1,294CommonNONE
086516101BBYBEST BUY INC$245,5170.03%2,861CommonNONE
025072794FLVAMERICAN CENTY ETF TR$245,1950.03%3,673CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$244,2910.03%2,735CommonNONE
92829B101VGIVIRTUS GLOBAL MULTI-SECTOR I$243,3850.03%31,857CommonNONE
456788108INFYINFOSYS LTD$243,0710.03%11,089CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$240,5920.03%1,144CommonNONE
07831C103BRBRBELLRING BRANDS INC$238,7530.03%3,169CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$238,4620.03%16,457CommonNONE
91531W106TIGRUP FINTECH HLDG LTD$237,6120.03%36,782CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$236,6680.03%1,855CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$235,2230.03%1,132CommonNONE
253868103DLRDIGITAL RLTY TR INC$234,6610.03%1,323CommonNONE
78464A854SPYMSPDR SER TR$234,6300.03%3,403CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$234,1580.03%1,389CommonNONE
60770K107MRNAMODERNA INC$233,9710.03%5,627CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$233,6490.03%13,200CommonNONE
833445109SNOWSNOWFLAKE INC$231,4610.03%1,499CommonNONE
69047Q102OVVOVINTIV INC$229,3110.03%5,662CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$229,1130.03%1,988CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$228,3120.03%1,021CommonNONE
G6683N103NUNU HLDGS LTD$227,0810.03%21,919CommonNONE
751212101RLRALPH LAUREN CORP$226,8270.03%982CommonNONE
871829107SYYSYSCO CORP$226,5450.03%2,963CommonNONE
72352L106PINSPINTEREST INC$225,7360.03%7,784CommonNONE
100557107SAMBOSTON BEER INC$223,4860.03%745CommonNONE
49456B101KMIKINDER MORGAN INC DEL$223,1570.03%8,144CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$223,1540.03%5,860CommonNONE
413216300HMYHARMONY GOLD MINING CO LTD$223,0990.03%27,174CommonNONE
G7S00T104PNRPENTAIR PLC$222,5210.03%2,211CommonNONE
27828X100ETBEATON VANCE TAX MNGED BUY WR$222,2700.03%14,818CommonNONE
512807306LRCXLAM RESEARCH CORP$222,0100.03%3,074CommonNONE
852234103XYZBLOCK INC$220,4080.03%2,593CommonNONE
45768S105IOSPINNOSPEC INC$220,1200.03%2,000CommonNONE
46435G102ICVTISHARES TR$220,0730.03%2,590CommonNONE
48268K101KTKT CORP$219,9500.03%14,172CommonNONE
89531P105TREXTREX CO INC$219,6540.03%3,182CommonNONE
37954Y384BUGGLOBAL X FDS$218,6940.03%6,815CommonNONE
46436E718SGOVISHARES TR$218,1470.03%2,175CommonNONE
126650100CVSCVS HEALTH CORP$217,7420.03%4,851CommonNONE
770323103RHIROBERT HALF INC.$216,9810.03%3,079CommonNONE
504922105LHLABCORP HOLDINGS INC$216,7550.03%945CommonNONE
46435G524IGROISHARES TR$215,6880.03%3,174CommonNONE
46428Q109SLVISHARES SILVER TR$215,6430.03%8,190CommonNONE
143130102KMXCARMAX INC$215,6020.03%2,637CommonNONE
G491BT108IVZINVESCO LTD$214,9970.03%12,300CommonNONE
020002101ALLALLSTATE CORP$213,4260.03%1,107CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$211,3300.03%1,418CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$210,9330.03%3,680CommonNONE
631103108NDAQNASDAQ INC$210,8250.03%2,727CommonNONE
922908512VOEVANGUARD INDEX FDS$208,8460.03%1,291CommonNONE
45783Y251ZJULINNOVATOR ETFS TRUST$207,5920.03%7,676CommonNONE
14021D107CGBLCAPITAL GROUP CORE BALANCED$207,4770.03%6,635CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$206,3150.03%621CommonNONE
896239100TRMBTRIMBLE INC$206,1860.03%2,918CommonNONE
464287887IJTISHARES TR$205,1390.03%1,515CommonNONE
771049103RBLXROBLOX CORP$204,9410.03%3,542CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$204,7320.03%3,300CommonNONE
303075105FDSFACTSET RESH SYS INC$204,3560.03%425CommonNONE
456837103INGING GROEP N.V.$204,2900.03%13,037CommonNONE
231021106CMICUMMINS INC$204,2180.03%586CommonNONE
40434L105HPQHP INC$201,3190.03%6,170CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$200,0440.03%2,545CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$180,3880.02%11,087CommonNONE
95058W100WENWENDYS CO$178,6870.02%10,962CommonNONE
0076CA104AEGAEGON LTD$173,4670.02%29,451CommonNONE
639057207NWGNATWEST GROUP PLC$161,6930.02%15,899CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$146,9790.02%11,051CommonNONE
90364P105PATHUIPATH INC$141,5390.02%11,136CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$136,1070.02%13,516CommonNONE
345370860FFORD MTR CO$134,6360.02%13,600CommonNONE
74348T102PSECPROSPECT CAP CORP$117,0820.02%27,165CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$108,0980.01%39,742CommonNONE
135086106GOOSCANADA GOOSE HLDGS INC$106,7400.01%10,642CommonNONE
M53213100ICLICL GROUP LTD$91,1840.01%18,458CommonNONE
00090Q103ADTADT INC DEL$88,2960.01%12,778CommonNONE
204409601CIGCIA ENERGETICA DE MINAS GERA$65,4140.01%36,957CommonNONE
550241903LUMEN TECHNOLOGIES INC$57,8790.01%10,900CALLNONE
032108631AMPLIFY ETF TR$33,3570.00%14,891CommonNONE
G8403L102SVUHFSRIVARU HOLDING LIMITED$19,5900.00%465,306CommonNONE

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.