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Legacy Capital Wealth Partners, LLC

Q2 2025 · 13F-HR

Legacy Capital Wealth Partners, LLCholdings as filed

Filed 2025-08-13 · accession 0001951757-25-001078

$439.3M
Reported value
366
Positions
2025-06-30
Period end
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The Brief · Legacy Capital Wealth Partners, LLC · Q2 2025

AI · grounded in 13F

Legacy Capital Wealth Partners, LLC established a new position in WMT valued at $51.47M. The fund also initiated new stakes in JBHT for $17.14M and GAP for $12.7M. Additional new positions include TSLA at $10.31M and RDVY at $9.53M. Total assets under management stand at $439.32M across 366 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
931142103WMTWALMART INC$51.5M11.7%526,414CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$17.1M3.90%119,333CommonNONE
364760108GAPGAP INC$12.7M2.89%582,356CommonNONE
88160R101TSLATESLA INC$10.3M2.35%32,469CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$9.5M2.17%158,580CommonNONE
464287200IVVISHARES TR$8.7M1.98%14,015CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$8.1M1.84%63,014CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$7.5M1.70%65,461CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$7.4M1.68%75,944CommonNONE
922908363VOOVANGUARD INDEX FDS$7.3M1.67%12,886CommonNONE
26875P101EOGEOG RES INC$7.1M1.61%59,316CommonNONE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$6.6M1.50%123,036CommonNONE
78468R663BILSPDR SERIES TRUST$6.6M1.50%71,633CommonNONE
67066G104NVDANVIDIA CORPORATION$6.4M1.45%40,387CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$6.0M1.37%123,141CommonNONE
037833100AAPLAPPLE INC$5.2M1.18%25,204CommonNONE
594918104MSFTMICROSOFT CORP$4.5M1.02%9,019CommonNONE
72201R833MINTPIMCO ETF TR$4.2M0.95%41,439CommonNONE
33740F573YMARFIRST TR EXCHNG TRADED FD VI$4.2M0.95%165,480CommonNONE
023135106AMZNAMAZON COM INC$4.1M0.94%18,836CommonNONE
47103U845JAAAJANUS DETROIT STR TR$3.6M0.81%69,981CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$2.9M0.66%81,408CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$2.9M0.66%61,775CommonNONE
30303M102METAMETA PLATFORMS INC$2.9M0.65%3,887CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.7M0.62%15,079CommonNONE
46429B655FLOTISHARES TR$2.7M0.62%53,696CommonNONE
72201R577BILZPIMCO ETF TR$2.7M0.62%26,865CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$2.7M0.61%62,827CommonNONE
464288414MUBISHARES TR$2.3M0.53%22,147CommonNONE
92826C839VVISA INC$2.2M0.50%6,221CommonNONE
26922A222ACIOETF SER SOLUTIONS$2.2M0.50%53,243CommonNONE
90139K605GMOV2023 ETF SERIES TRUST II$2.2M0.49%85,715CommonNONE
464289883AOKISHARES TR$2.2M0.49%55,324CommonNONE
98149E303GLDMWORLD GOLD TR$2.2M0.49%32,922CommonNONE
87151X101SYMSYMBOTIC INC$2.1M0.47%53,174CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$2.1M0.47%36,085CommonNONE
464288687PFFISHARES TR$1.9M0.44%63,474CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.9M0.44%10,516CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$1.9M0.43%64,083CommonNONE
37954Y293MLPXGLOBAL X FDS$1.8M0.42%29,246CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.8M0.41%6,260CommonNONE
72201R718LDURPIMCO ETF TR$1.7M0.39%18,077CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$1.7M0.39%48,587CommonNONE
33740F615DMARFIRST TR EXCHNG TRADED FD VI$1.7M0.38%41,980CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$1.7M0.38%18,154CommonNONE
11135F101AVGOBROADCOM INC$1.6M0.37%5,884CommonNONE
464287465EFAISHARES TR$1.6M0.37%17,979CommonNONE
02079K305GOOGLALPHABET INC$1.6M0.36%8,971CommonNONE
38173M102GBDCGOLUB CAP BDC INC$1.6M0.36%107,781CommonNONE
56035L104MAINMAIN STR CAP CORP$1.6M0.35%26,250CommonNONE
30231G102XOMEXXON MOBIL CORP$1.5M0.35%14,259CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.5M0.35%20,658CommonNONE
427096508HTGCHERCULES CAPITAL INC$1.5M0.34%82,035CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.5M0.34%34,404CommonNONE
922908744VTVVANGUARD INDEX FDS$1.5M0.34%8,421CommonNONE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$1.5M0.34%61,987CommonNONE
78433H303SPYINEOS ETF TRUST$1.5M0.33%29,190CommonNONE
166764100CVXCHEVRON CORP NEW$1.5M0.33%10,213CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$1.5M0.33%47,467CommonNONE
376546107GAINGLADSTONE INVT CORP$1.5M0.33%102,257CommonNONE
64110L106NFLXNETFLIX INC$1.4M0.33%1,072CommonNONE
04010L103ARCCARES CAPITAL CORP$1.4M0.32%64,767CommonNONE
376535878GLADGLADSTONE CAPITAL CORP$1.4M0.32%52,709CommonNONE
78464A854SPYMSPDR SERIES TRUST$1.3M0.30%18,425CommonNONE
316500107FDUSFIDUS INVT CORP$1.3M0.30%66,037CommonNONE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$1.3M0.30%71,091CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$1.3M0.30%91,136CommonNONE
140501107CSWCCAPITAL SOUTHWEST CORP$1.3M0.30%59,024CommonNONE
437076102HDHOME DEPOT INC$1.3M0.30%3,539CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$1.3M0.30%14,264CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.3M0.29%48,224CommonNONE
896442308TRINTRINITY CAP INC$1.3M0.29%89,257CommonNONE
902973304USBUS BANCORP DEL$1.3M0.28%27,650CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.2M0.28%4,131CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$1.2M0.28%30,019CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.28%2,156CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$1.2M0.27%48,029CommonNONE
87283Q107TCHPT ROWE PRICE ETF INC$1.2M0.26%25,661CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.2M0.26%8,477CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.25%3,561CommonNONE
907818108UNPUNION PAC CORP$1.1M0.25%4,755CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$1.1M0.24%30,715CommonNONE
904767704UNILEVER PLC$1.0M0.24%17,159CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.23%2,121CommonNONE
384802104GWWGRAINGER W W INC$1.0M0.23%988CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$1.0M0.23%22,922CommonNONE
148929102CAVACAVA GROUP INC$1.0M0.23%12,092CommonNONE
78463V107GLDSPDR GOLD TR$1.0M0.23%3,308CommonNONE
464288885EFGISHARES TR$994,7840.23%8,882CommonNONE
464287481IWPISHARES TR$994,1510.23%7,169CommonNONE
461202103INTUINTUIT$971,8810.22%1,234CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$934,9040.21%14,105CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$922,3170.21%3,447CommonNONE
72201R866MUNIPIMCO ETF TR$915,6970.21%17,829CommonNONE
464287622IWBISHARES TR$910,3870.21%2,681CommonNONE
G5960L103MDTMEDTRONIC PLC$909,7230.21%10,436CommonNONE
00162Q346SMTHALPS ETF TR$901,4670.21%34,873CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$898,4160.20%9,968CommonNONE
46137V118PSPINVESCO EXCHANGE TRADED FD T$893,5040.20%12,978CommonNONE
478160104JNJJOHNSON & JOHNSON$866,2650.20%5,671CommonNONE
78464A805SPTMSPDR SERIES TRUST$863,9620.20%11,536CommonNONE
742718109PGPROCTER AND GAMBLE CO$862,8890.20%5,416CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$858,8050.20%3,928CommonNONE
548661107LOWLOWES COS INC$853,8030.19%3,848CommonNONE
00287Y109ABBVABBVIE INC$853,2820.19%4,597CommonNONE
969457100WMBWILLIAMS COS INC$852,7810.19%13,577CommonNONE
254687106DISDISNEY WALT CO$839,0830.19%6,766CommonNONE
002824100ABTABBOTT LABS$831,3110.19%6,112CommonNONE
37733W204GSKGSK PLC$829,9800.19%21,614CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$825,3980.19%11,106CommonNONE
882508104TXNTEXAS INSTRS INC$825,0880.19%3,974CommonNONE
372460105GPCGENUINE PARTS CO$824,9080.19%6,800CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$806,6890.18%815CommonNONE
00206R102TAT&T INC$806,5070.18%27,868CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$799,6870.18%757CommonNONE
45784N726ZAPRINNOVATOR ETFS TRUST$782,3880.18%31,233CommonNONE
191216100KOCOCA COLA CO$776,0360.18%10,969CommonNONE
89832Q109TFCTRUIST FINL CORP$768,9190.18%17,886CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$767,4290.17%14,222CommonNONE
464287614IWFISHARES TR$762,6010.17%1,796CommonNONE
H1467J104CBCHUBB LIMITED$755,8270.17%2,609CommonNONE
72201R585PYLDPIMCO ETF TR$740,1800.17%27,889CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$735,1620.17%3,025CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$729,7240.17%12,800CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$719,1240.16%3,858CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$715,7370.16%3,160CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$712,9250.16%1,312CommonNONE
14040H105COFCAPITAL ONE FINL CORP$709,7230.16%3,336CommonNONE
78409V104SPGIS&P GLOBAL INC$708,2920.16%1,343CommonNONE
922907746VTEBVANGUARD MUN BD FDS$707,3070.16%14,426CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$703,5490.16%5,545CommonNONE
532457108LLYELI LILLY & CO$700,1590.16%898CommonNONE
02079K107GOOGALPHABET INC$693,2280.16%3,908CommonNONE
92936U109WPCWP CAREY INC$692,8550.16%11,107CommonNONE
33738R738KNGZFIRST TR EXCHANGE TRADED FD$689,5240.16%20,509CommonNONE
025072133AVMVAMERICAN CENTY ETF TR$689,2700.16%10,543CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$685,1630.16%6,788CommonNONE
464288588MBBISHARES TR$681,1720.16%7,255CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$681,1270.16%19,268CommonNONE
G54950103LINLINDE PLC$678,4800.15%1,446CommonNONE
949746101WMT2WELLS FARGO CO NEW$676,1680.15%8,439CommonNONE
03073E105CORCENCORA INC$675,0160.15%2,251CommonNONE
49177J102KVUEKENVUE INC$672,3720.15%32,125CommonNONE
871607107SNPSSYNOPSYS INC$670,0730.15%1,307CommonNONE
97717W471USDUWISDOMTREE TR$663,9380.15%25,764CommonNONE
46090E103QQQINVESCO QQQ TR$661,7890.15%1,200CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$654,2750.15%2,608CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$651,3920.15%27,766CommonNONE
436893200HOMBHOME BANCSHARES INC$649,4080.15%22,818CommonNONE
512807306LRCXLAM RESEARCH CORP$646,7390.15%6,644CommonNONE
040413205ANETARISTA NETWORKS INC$643,8370.15%6,293CommonNONE
872540109TJXTJX COS INC NEW$639,2810.15%5,177CommonNONE
539830109LMTLOCKHEED MARTIN CORP$637,7960.15%1,377CommonNONE
464287598IWDISHARES TR$636,8800.14%3,279CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$628,3000.14%1,963CommonNONE
58155Q103MCKMCKESSON CORP$612,2650.14%836CommonNONE
743315103PGRPROGRESSIVE CORP$609,7950.14%2,285CommonNONE
80105N105SNYSANOFI$609,1410.14%12,609CommonNONE
142339100CSLCARLISLE COS INC$606,2260.14%1,624CommonNONE
615369105MCOMOODYS CORP$601,4060.14%1,199CommonNONE
890930209TNGYTORTOISE CAPITAL SERIES TRUS$597,6900.14%65,149CommonNONE
922908538VOTVANGUARD INDEX FDS$592,3840.13%2,083CommonNONE
046353108AZNNASTRAZENECA PLC$590,0740.13%8,444CommonNONE
29250N105ENBENBRIDGE INC$586,1300.13%12,933CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$577,7870.13%12,929CommonNONE
115236101BROBROWN & BROWN INC$574,6100.13%5,183CommonNONE
922908512VOEVANGUARD INDEX FDS$572,8610.13%3,483CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$564,1650.13%8,271CommonNONE
78464A359CWBSPDR SERIES TRUST$563,0020.13%6,811CommonNONE
75513E101RTXRTX CORPORATION$562,0940.13%3,849CommonNONE
G4705A100ICLRICON PLC$556,6370.13%3,827CommonNONE
81762P102NOWSERVICENOW INC$553,1070.13%538CommonNONE
816851109SRESEMPRA$551,4010.13%7,277CommonNONE
03076C106AMPAMERIPRISE FINL INC$550,6210.13%1,032CommonNONE
778296103ROSTROSS STORES INC$549,0820.12%4,304CommonNONE
892356106TSCOTRACTOR SUPPLY CO$548,6920.12%10,398CommonNONE
65339F101NEENEXTERA ENERGY INC$546,5480.12%7,873CommonNONE
127097103CTRACOTERRA ENERGY INC$545,8620.12%21,508CommonNONE
48020Q107JLLJONES LANG LASALLE INC$545,0670.12%2,131CommonNONE
89151E109TTENTOTALENERGIES SE$540,6620.12%8,807CommonNONE
02072L433ROEEA SERIES TRUST$539,9320.12%16,763CommonNONE
704326107PAYXPAYCHEX INC$538,0400.12%3,699CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$527,6190.12%8,282CommonNONE
09290D101BLKBLACKROCK INC$523,9370.12%499CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$522,0040.12%10,300CommonNONE
68389X105ORCLORACLE CORP$517,9160.12%2,369CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$515,7620.12%6,220CommonNONE
20030N101CMCSACOMCAST CORP NEW$514,7640.12%14,423CommonNONE
09789C788XHLFBONDBLOXX ETF TRUST$514,2730.12%10,216CommonNONE
369550108GDGENERAL DYNAMICS CORP$513,4190.12%1,760CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$512,6600.12%17,273CommonNONE
37959E102GLGLOBE LIFE INC$510,8320.12%4,110CommonNONE
922908595VBKVANGUARD INDEX FDS$510,5820.12%1,844CommonNONE
773121108RKLBROCKET LAB CORP$509,4720.12%14,243CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$509,0620.12%6,002CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$508,1330.12%897CommonNONE
075887109BDXBECTON DICKINSON & CO$505,9510.12%2,937CommonNONE
482480100KLACKLA CORP$500,4880.11%559CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$496,6970.11%7,411CommonNONE
833034101SNASNAP ON INC$494,2870.11%1,588CommonNONE
872590104TMUST-MOBILE US INC$493,5310.11%2,071CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$493,4000.11%15,516CommonNONE
311900104FASTFASTENAL CO$484,7640.11%11,542CommonNONE
17275R102CSCOCISCO SYS INC$478,4790.11%6,896CommonNONE
776696106ROPROPER TECHNOLOGIES INC$478,2640.11%844CommonNONE
808513105SCHWSCHWAB CHARLES CORP$477,0010.11%5,228CommonNONE
33740U455JANMFIRST TR EXCHNG TRADED FD VI$476,5060.11%15,015CommonNONE
256677105DGDOLLAR GEN CORP NEW$473,3040.11%4,138CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$468,5460.11%5,137CommonNONE
N07059210ASMLASML HOLDING N V$465,6740.11%581CommonNONE
81141R100SESEA LTD$464,7860.11%2,906CommonNONE
053332102AZOAUTOZONE INC$464,0290.11%125CommonNONE
038222105AMATAPPLIED MATLS INC$462,5280.11%2,527CommonNONE
570535104MKLMARKEL GROUP INC$459,3930.10%230CommonNONE
03831W108APPAPPLOVIN CORP$459,3050.10%1,312CommonNONE
031162100AMGNAMGEN INC$456,8040.10%1,636CommonNONE
94106L109WMWASTE MGMT INC DEL$450,1190.10%1,967CommonNONE
922908553VNQVANGUARD INDEX FDS$447,1450.10%5,021CommonNONE
74340W103PLDPROLOGIS INC.$446,5110.10%4,248CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$445,2000.10%1,000CommonNONE
79466L302CRMSALESFORCE INC$437,3850.10%1,604CommonNONE
74762E102QUREQUANTA SVCS INC$436,4770.10%1,154CommonNONE
060505104BACBANK AMERICA CORP$434,1310.10%9,174CommonNONE
46432F859ISTBISHARES TR$431,3800.10%8,867CommonNONE
46432F842IEFAISHARES TR$430,3720.10%10,826CommonNONE
670100205NVONOVO-NORDISK A S$426,1140.10%6,174CommonNONE
422806208HEI/AHEICO CORP NEW$425,9020.10%1,646CommonNONE
16359R103CHECHEMED CORP NEW$424,6030.10%872CommonNONE
06849F108BBARRICK MNG CORP$424,1940.10%20,374CommonNONE
78464A375SPIBSPDR SERIES TRUST$423,5780.10%12,614CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$423,2700.10%2,356CommonNONE
009158106APDAIR PRODS & CHEMS INC$421,9100.10%1,496CommonNONE
084423102WRBBERKLEY W R CORP$421,3020.10%5,734CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$418,7530.10%2,952CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$418,5240.10%5,125CommonNONE
33740U497DECMFIRST TR EXCHNG TRADED FD VI$416,5110.09%13,210CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$415,9540.09%2,032CommonNONE
718546104PSXPHILLIPS 66$409,6690.09%3,434CommonNONE
871829107SYYSYSCO CORP$408,8730.09%5,398CommonNONE
03662Q105AKXANSYS INC$408,8200.09%1,164CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$407,6900.09%4,397CommonNONE
69344A107PULSPGIM ETF TR$407,1630.09%8,183CommonNONE
464287804IJRISHARES TR$405,9350.09%11,738CommonNONE
860630102SFSTIFEL FINL CORP$405,9220.09%3,911CommonNONE
47804J792JHMBJOHN HANCOCK EXCHANGE TRADED$404,1350.09%18,481CommonNONE
780259305SHELSHELL PLC$400,8260.09%5,693CommonNONE
464287457SHYISHARES TR$400,1310.09%4,829CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$400,1020.09%3,725CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$400,1000.09%7,137CommonNONE
609207105MDLZMONDELEZ INTL INC$399,6480.09%5,926CommonNONE
25434V849DFNMDIMENSIONAL ETF TRUST$394,9240.09%8,326CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$393,8160.09%1,278CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$391,7270.09%2,851CommonNONE
693506107PPGPPG INDS INC$389,9350.09%3,428CommonNONE
217204106CPRTCOPART INC$384,8070.09%7,842CommonNONE
87612E106TGTTARGET CORP$384,4390.09%3,897CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$384,0230.09%947CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$382,4020.09%1,730CommonNONE
855244109SBUXSTARBUCKS CORP$377,8780.09%4,124CommonNONE
115637209BF/BBROWN FORMAN CORP$376,9820.09%14,009CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$376,3010.09%65CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$374,2320.09%12,541CommonNONE
G29183103ETNEATON CORP PLC$373,5180.09%1,046CommonNONE
911363109URIUNITED RENTALS INC$371,5710.08%493CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$371,2870.08%1,581CommonNONE
464287226AGGISHARES TR$370,0160.08%3,730CommonNONE
824348106SHWSHERWIN WILLIAMS CO$369,8900.08%1,077CommonNONE
49271V100KDPKEURIG DR PEPPER INC$366,3600.08%11,082CommonNONE
69344A834PAAAPGIM ETF TR$365,0340.08%7,095CommonNONE
803054204SAPSAP SE$364,6890.08%1,199CommonNONE
427866108HSYHERSHEY CO$364,0940.08%2,194CommonNONE
921910733ESGVVANGUARD WORLD FD$364,0050.08%3,320CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$361,0440.08%6,430CommonNONE
817565104SCISERVICE CORP INTL$360,6860.08%4,431CommonNONE
33740U422FEBMFIRST TR EXCHNG TRADED FD VI$359,5990.08%12,273CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$353,5990.08%707CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$352,8600.08%5,014CommonNONE
59156R108METMETLIFE INC$350,1980.08%4,355CommonNONE
33740U729BUFZFIRST TR EXCHNG TRADED FD VI$349,8430.08%14,033CommonNONE
071813109BAXBAXTER INTL INC$349,0680.08%11,528CommonNONE
053484101AVBAVALONBAY CMNTYS INC$348,3400.08%1,712CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$343,9200.08%3,917CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$337,4380.08%7,029CommonNONE
457187102INGRINGREDION INC$337,2870.08%2,487CommonNONE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$336,9250.08%7,539CommonNONE
697435105PANWPALO ALTO NETWORKS INC$332,9490.08%1,627CommonNONE
464287655IWMISHARES TR$327,7150.07%1,519CommonNONE
126650100CVSCVS HEALTH CORP$324,9280.07%4,710CommonNONE
701094104PHPARKER-HANNIFIN CORP$324,1200.07%464CommonNONE
405552100HLNHALEON PLC$324,0780.07%31,252CommonNONE
438128308HMCHONDA MOTOR LTD$320,7340.07%11,125CommonNONE
922908629VOVANGUARD INDEX FDS$318,9210.07%6,466CommonNONE
03463K760CARYANGEL OAK FUNDS TRUST$315,9620.07%15,190CommonNONE
58933Y105MRKMERCK & CO INC$313,8150.07%3,964CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$309,5510.07%2,349CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$308,5880.07%14,584CommonNONE
929160109VMCVULCAN MATLS CO$306,4220.07%1,175CommonNONE
00123Q104AGNCAGNC INVT CORP$305,2270.07%33,213CommonNONE
47103U852JMBSJANUS DETROIT STR TR$302,9160.07%6,724CommonNONE
46432F339QUALISHARES TR$302,6280.07%1,655CommonNONE
25434V856DFIPDIMENSIONAL ETF TRUST$296,9470.07%7,102CommonNONE
25243Q205DEODIAGEO PLC$296,3600.07%2,939CommonNONE
526057104LENLENNAR CORP$294,5890.07%2,663CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$294,0860.07%10,068CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$294,0370.07%1,632CommonNONE
47103U886VNLAJANUS DETROIT STR TR$292,7400.07%5,950CommonNONE
025816109AXPAMERICAN EXPRESS CO$291,8800.07%915CommonNONE
863667101SYKSTRYKER CORPORATION$290,6920.07%735CommonNONE
147528103CASYCASEYS GEN STORES INC$285,8690.07%560CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$284,6580.06%3,051CommonNONE
33740F771DFEBFIRST TR EXCHNG TRADED FD VI$281,4390.06%6,304CommonNONE
12514G108CDWCDW CORP$277,9680.06%1,556CommonNONE
G8473T100STESTERIS PLC$272,6880.06%1,135CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$271,6700.06%1,674CommonNONE
857477103STTSTATE STR CORP$271,3680.06%2,552CommonNONE
92939U106WECWEC ENERGY GROUP INC$269,5060.06%2,586CommonNONE
637417106NNNNNN REIT INC$268,7090.06%6,223CommonNONE
11271J107BNBROOKFIELD CORP$265,6460.06%4,295CommonNONE
G87052109TELTE CONNECTIVITY PLC$265,5790.06%1,575CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$262,2480.06%4,290CommonNONE
831865209AOSSMITH A O CORP$260,4440.06%3,972CommonNONE
29444U700EQIXEQUINIX INC$259,7230.06%326CommonNONE
553368101MPMP MATERIALS CORP$259,6390.06%7,804CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$258,1020.06%2,187CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$257,7650.06%878CommonNONE
88339J105TTDTHE TRADE DESK INC$257,7240.06%3,580CommonNONE
122017106BURLBURLINGTON STORES INC$253,3450.06%1,089CommonNONE
458140100INTCINTEL CORP$250,8480.06%11,199CommonNONE
29355X107NPOENPRO INC$250,4570.06%1,308CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$243,4190.06%3,886CommonNONE
451107106IDAIDACORP INC$243,2840.06%2,107CommonNONE
464287507IJHISHARES TR$240,8860.05%3,884CommonNONE
N3167Y103RACEFERRARI N V$240,4720.05%490CommonNONE
617446448MSMORGAN STANLEY$239,0090.05%1,697CommonNONE
366651107ITGARTNER INC$235,2560.05%582CommonNONE
98138H101WDAYWORKDAY INC$234,7200.05%978CommonNONE
464285204IAUISHARES GOLD TR$234,6610.05%3,763CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$233,6390.05%3,817CommonNONE
56167N183KHPIMANAGED PORTFOLIO SERIES$231,1100.05%9,142CommonNONE
302081104EXLSEXLSERVICE HOLDINGS INC$230,4670.05%5,263CommonNONE
651639106NEMNEWMONT CORP$230,2440.05%3,952CommonNONE
595112103MUMICRON TECHNOLOGY INC$229,7230.05%1,864CommonNONE
92189F643MOATVANECK ETF TRUST$228,3790.05%2,435CommonNONE
33740F698DJULFIRST TR EXCHNG TRADED FD VI$228,1970.05%5,137CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$227,1330.05%296CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$224,4150.05%5,310CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$222,5050.05%4,540CommonNONE
72201R775BONDPIMCO ETF TR$221,2090.05%2,400CommonNONE
229899109CFRCULLEN FROST BANKERS INC$215,5140.05%1,677CommonNONE
816300107SIGISELECTIVE INS GROUP INC$215,1070.05%2,482CommonNONE
537008104LFUSLITTELFUSE INC$213,5280.05%942CommonNONE
127190304CACICACI INTL INC$212,1320.05%445CommonNONE
45826H109ITGRINTEGER HLDGS CORP$210,6480.05%1,713CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$210,1180.05%2,643CommonNONE
33740U406DDECFIRST TR EXCHNG TRADED FD VI$209,5170.05%5,017CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$209,0880.05%28,800CommonNONE
98978V103ZTSZOETIS INC$209,0150.05%1,340CommonNONE
96145W103WESTWESTROCK COFFEE CO$207,0130.05%36,128CommonNONE
60786M105MCMOELIS & CO$206,8980.05%3,320CommonNONE
20825C104COPCONOCOPHILLIPS$205,0380.05%2,285CommonNONE
890930308TPYPTORTOISE CAPITAL SERIES TRUS$201,4760.05%5,639CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$201,0780.05%4,638CommonNONE
71424F105PRPERMIAN RESOURCES CORP$168,7650.04%12,391CommonNONE
853606101SLISTANDARD LITHIUM LTD$115,5850.03%58,972CommonNONE
71601V105WOOFPETCO HEALTH & WELLNESS CO I$98,4360.02%34,783CommonNONE
30052F100EVGOEVGO INC$52,9250.01%14,500CommonNONE

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.