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Claro Advisors Inc.

Q3 2025 · 13F-HR

Claro Advisors Inc.holdings as filed

Filed 2025-11-12 · accession 0001951757-25-001396

$685.7M
Reported value
397
Positions
2025-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$35.9M5.24%58,655CommonNONE
464287614IWFISHARES TR$25.4M3.71%54,244CommonNONE
037833100AAPLAPPLE INC$22.9M3.34%89,963CommonNONE
594918104MSFTMICROSOFT CORP$21.1M3.08%40,822CommonNONE
464287598IWDISHARES TR$20.7M3.02%101,709CommonNONE
67066G104NVDANVIDIA CORPORATION$19.1M2.78%102,235CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$15.5M2.26%261,581CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$15.1M2.20%22,660CommonNONE
46090E103QQQINVESCO QQQ TR$14.9M2.17%24,744CommonNONE
023135106AMZNAMAZON COM INC$13.7M1.99%62,195CommonNONE
46432F339QUALISHARES TR$13.3M1.94%68,349CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$12.4M1.81%39,398CommonNONE
46434V613IUSBISHARES TR$12.3M1.80%263,765CommonNONE
464287200IVVISHARES TR$11.9M1.74%17,853CommonNONE
30303M102METAMETA PLATFORMS INC$10.6M1.55%14,495CommonNONE
921910873MGCVANGUARD WORLD FD$9.7M1.42%39,849CommonNONE
11135F101AVGOBROADCOM INC$9.0M1.31%27,268CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$8.1M1.18%90,454CommonNONE
46434G103IEMGISHARES INC$7.7M1.12%116,890CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$7.6M1.10%237,079CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$7.3M1.07%33,075CommonNONE
02079K305GOOGLALPHABET INC$6.9M1.01%28,434CommonNONE
02079K107GOOGALPHABET INC$6.3M0.92%25,880CommonNONE
09290C806THROBLACKROCK ETF TRUST$6.1M0.90%162,117CommonNONE
88160R101TSLATESLA INC$5.4M0.79%12,190CommonNONE
922908769VTIVANGUARD INDEX FDS$5.2M0.76%15,825CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$5.1M0.74%75,141CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$5.0M0.73%87,294CommonNONE
00287Y109ABBVABBVIE INC$4.9M0.72%21,260CommonNONE
30231G102XOMEXXON MOBIL CORP$4.6M0.67%40,721CommonNONE
437076102HDHOME DEPOT INC$4.6M0.66%11,238CommonNONE
922908751VBVANGUARD INDEX FDS$4.5M0.65%17,626CommonNONE
09174C104BITBBITWISE BITCOIN ETF TR$4.2M0.62%68,171CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.1M0.60%26,824CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD$4.0M0.58%64,556CommonNONE
478160104JNJJOHNSON & JOHNSON$3.9M0.58%21,279CommonNONE
464287150ITOTISHARES TR$3.9M0.57%26,841CommonNONE
931142103WMTWALMART INC$3.6M0.53%35,297CommonNONE
464288653TLHISHARES TR$3.5M0.51%34,095CommonNONE
46432F396MTUMISHARES TR$3.5M0.51%13,626CommonNONE
580135101MCDMCDONALDS CORP$3.3M0.49%11,022CommonNONE
64110L106NFLXNETFLIX INC$3.3M0.49%2,774CommonNONE
464288877EFVISHARES TR$3.2M0.47%47,232CommonNONE
464287507IJHISHARES TR$3.2M0.46%48,496CommonNONE
17275R102CSCOCISCO SYS INC$3.1M0.45%44,762CommonNONE
464287101OEFISHARES TR$3.0M0.44%9,124CommonNONE
37960A529SHLDGLOBAL X FDS$2.9M0.43%41,903CommonNONE
46436E718SGOVISHARES TR$2.9M0.43%29,101CommonNONE
438516106HONHONEYWELL INTL INC$2.9M0.43%13,885CommonNONE
464288885EFGISHARES TR$2.9M0.42%25,421CommonNONE
464285204IAUISHARES GOLD TR$2.9M0.42%39,174CommonNONE
482480100KLACKLA CORP$2.8M0.41%2,590CommonNONE
92189F676SMHVANECK ETF TRUST$2.7M0.39%8,281CommonNONE
68389X105ORCLORACLE CORP$2.7M0.39%9,505CommonNONE
78464A805SPTMSPDR SERIES TRUST$2.6M0.38%32,187CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$2.5M0.37%54,879CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$2.5M0.37%49,496CommonNONE
G29183103ETNEATON CORP PLC$2.4M0.36%6,522CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$2.4M0.34%114,044CommonNONE
532457108LLYELI LILLY & CO$2.3M0.34%3,078CommonNONE
891160509TDTORONTO DOMINION BK ONT$2.3M0.34%29,327CommonNONE
464287655IWMISHARES TR$2.3M0.34%9,600CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2.3M0.34%9,381CommonNONE
060505104BACBANK AMERICA CORP$2.2M0.32%43,021CommonNONE
464287481IWPISHARES TR$2.2M0.32%15,532CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.2M0.32%6,375CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.2M0.32%46,584CommonNONE
922907746VTEBVANGUARD MUN BD FDS$2.2M0.32%43,605CommonNONE
46432F842IEFAISHARES TR$2.2M0.32%24,866CommonNONE
713448108PEPPEPSICO INC$2.2M0.32%15,448CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$2.1M0.31%42,679CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.0M0.29%9,878CommonNONE
92826C839VVISA INC$2.0M0.29%5,804CommonNONE
09290D101BLKBLACKROCK INC$2.0M0.29%1,686CommonNONE
092528603BINCBLACKROCK ETF TRUST II$2.0M0.29%36,809CommonNONE
773121108RKLBROCKET LAB CORP$1.9M0.28%40,087CommonNONE
69374H857CALFPACER FDS TR$1.9M0.27%43,029CommonNONE
091955104ETHWBITWISE ETHEREUM ETF$1.9M0.27%62,530CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.9M0.27%2,003CommonNONE
09290C723BDYNBLACKROCK ETF TRUST$1.8M0.26%71,499CommonNONE
38747R827NVDLGRANITESHARES ETF TR$1.8M0.26%19,186CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M0.25%3,419CommonNONE
872540109TJXTJX COS INC NEW$1.7M0.25%11,861CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$1.7M0.25%6,022CommonNONE
464288414MUBISHARES TR$1.7M0.24%15,755CommonNONE
46284V101IRMIRON MTN INC DEL$1.7M0.24%16,213CommonNONE
254687106DISDISNEY WALT CO$1.6M0.24%14,333CommonNONE
58155Q103MCKMCKESSON CORP$1.6M0.24%2,120CommonNONE
78433H501CSHINEOS ETF TRUST$1.6M0.23%31,573CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$1.5M0.22%39,645CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.5M0.21%11,865CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1.4M0.21%12,675CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1.4M0.21%24,770CommonNONE
988498101YUMYUM BRANDS INC$1.4M0.21%9,265CommonNONE
46429B697USMVISHARES TR$1.4M0.20%14,325CommonNONE
45783Y442ZALTINNOVATOR ETFS TRUST$1.3M0.20%42,005CommonNONE
291011104EMREMERSON ELEC CO$1.3M0.19%10,175CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$1.3M0.19%47,216CommonNONE
75513E101RTXRTX CORPORATION$1.3M0.19%7,791CommonNONE
922908736VUGVANGUARD INDEX FDS$1.3M0.19%2,713CommonNONE
H1467J104CBCHUBB LIMITED$1.3M0.19%4,609CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.3M0.19%7,093CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.3M0.19%2,118CommonNONE
12811T571CAIECALAMOS ETF TR$1.2M0.18%45,469CommonNONE
717081103PFEPFIZER INC$1.2M0.18%47,959CommonNONE
09290C715BDVLBLACKROCK ETF TRUST$1.2M0.18%48,146CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.2M0.17%42,380CommonNONE
191216100KOCOCA COLA CO$1.2M0.17%17,665CommonNONE
670100205NVONOVO-NORDISK A S$1.2M0.17%21,019CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.2M0.17%2,312CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.16%25,379CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.16%3,903CommonNONE
464287432TLTISHARES TR$1.1M0.16%12,263CommonNONE
808524722SCHKSCHWAB STRATEGIC TR$1.1M0.16%33,795CommonNONE
46429B663HDVISHARES TR$1.1M0.16%8,822CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$1.1M0.16%32,759CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.1M0.15%19,620CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.1M0.15%2,147CommonNONE
59156R108METMETLIFE INC$1.0M0.15%12,732CommonNONE
58933Y105MRKMERCK & CO INC$1.0M0.15%12,464CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$1.0M0.15%10,417CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$1.0M0.15%28,650CommonNONE
369604301GEGE AEROSPACE$1.0M0.15%3,393CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.0M0.15%32,564CommonNONE
29273V100ETENERGY TRANSFER L P$1.0M0.15%59,029CommonNONE
46434V621DGROISHARES TR$1.0M0.15%14,829CommonNONE
97717X669DGRWWISDOMTREE TR$1.0M0.15%11,315CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$999,8490.15%11,192CommonNONE
842587107SOSOUTHERN CO$971,6690.14%10,253CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$957,4900.14%9,773CommonNONE
464287879IJSISHARES TR$955,4370.14%8,639CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$947,6210.14%14,579CommonNONE
46434G764EMXCISHARES INC$941,2500.14%13,942CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$931,2280.14%47,609CommonNONE
78463V107GLDSPDR GOLD TR$921,4580.13%2,592CommonNONE
92647N535USTBVICTORY PORTFOLIOS II$920,5700.13%18,054CommonNONE
78433H303SPYINEOS ETF TRUST$895,2830.13%17,118CommonNONE
031162100AMGNAMGEN INC$895,1400.13%3,172CommonNONE
46138G672RWKINVESCO EXCH TRADED FD TR II$894,6300.13%7,156CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$887,5770.13%33,697CommonNONE
46434V407SHYGISHARES TR$886,6320.13%20,476CommonNONE
77926X502YBTCROUNDHILL ETF TRUST$886,0950.13%19,783CommonNONE
097023105BABOEING CO$877,9100.13%4,068CommonNONE
718172109PMPHILIP MORRIS INTL INC$874,0410.13%5,389CommonNONE
33740F698DJULFIRST TR EXCHNG TRADED FD VI$872,8700.13%18,693CommonNONE
410867105THGHANOVER INS GROUP INC$871,1780.13%4,796CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$869,7770.13%26,026CommonNONE
464287804IJRISHARES TR$869,0100.13%7,313CommonNONE
46131M106VGMINVESCO TR INVT GRADE MUNS$868,6670.13%85,837CommonNONE
166764100CVXCHEVRON CORP NEW$860,6540.13%5,542CommonNONE
00206R102TAT&T INC$848,0710.12%30,031CommonNONE
64133Q108NBXGNEUBERGER BERMAN NEXT GENERA$826,5240.12%53,740CommonNONE
464287309IVWISHARES TR$821,8450.12%6,808CommonNONE
14021N105CGNGCAPITAL GROUP NEW GEOGRAPHY$818,5360.12%26,490CommonNONE
37637K108GTLBGITLAB INC$815,4980.12%18,090CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$809,0330.12%15,851CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$800,8440.12%13,365CommonNONE
78468R663BILSPDR SERIES TRUST$797,3480.12%8,690CommonNONE
464287705IJJISHARES TR$783,3800.11%6,039CommonNONE
194162103CLCOLGATE PALMOLIVE CO$771,9560.11%9,657CommonNONE
816851109SRESEMPRA$767,0320.11%8,524CommonNONE
09257W100BXMTBLACKSTONE MTG TR INC$766,0050.11%41,608CommonNONE
45783Y681QFLRINNOVATOR ETFS TRUST$762,7470.11%23,009CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$757,8820.11%15,691CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$756,5660.11%32,499CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$751,2710.11%2,665CommonNONE
81762P102NOWSERVICENOW INC$750,4810.11%815CommonNONE
82509L107SHOPSHOPIFY INC$746,9140.11%5,026CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$746,1030.11%16,543CommonNONE
69374H881COWZPACER FDS TR$742,6530.11%12,922CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$723,5010.11%4,691CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$720,3890.11%18,814CommonNONE
464287762IYHISHARES TR$719,4730.10%12,253CommonNONE
30040W108ESEVERSOURCE ENERGY$718,5320.10%10,100CommonNONE
464289420IWXISHARES TR$716,9260.10%8,158CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$695,3830.10%7,974CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$687,1470.10%1,482CommonNONE
77926X841YETHROUNDHILL ETF TRUST$680,1730.10%25,503CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$672,8380.10%1,718CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$666,9680.10%14,424CommonNONE
576323109MTZMASTEC INC$665,2450.10%3,126CommonNONE
57636Q104MAMASTERCARD INCORPORATED$657,2830.10%1,156CommonNONE
79466L302CRMSALESFORCE INC$647,7370.09%2,733CommonNONE
293594107ENVXENOVIX CORPORATION$643,8430.09%64,578CommonNONE
82846H405QXOQXO INC$641,1600.09%33,639CommonNONE
038222105AMATAPPLIED MATLS INC$639,5280.09%3,124CommonNONE
949746101WMT2WELLS FARGO CO NEW$639,2970.09%7,627CommonNONE
617446448MSMORGAN STANLEY$630,6570.09%3,967CommonNONE
52110M109LAZLAZARD INC$628,0300.09%11,899CommonNONE
69344A206PHYLPGIM ETF TR$625,1760.09%17,487CommonNONE
31423L305FDVFEDERATED HERMES ETF TRUST$622,2540.09%21,742CommonNONE
92537N108VRTVERTIV HOLDINGS CO$618,5870.09%4,100CommonNONE
297178105ESSESSEX PPTY TR INC$603,3110.09%2,254CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$600,8570.09%6,020CommonNONE
46432F834IXUSISHARES TR$598,8580.09%7,252CommonNONE
219350105GLWCORNING INC$594,9040.09%7,252CommonNONE
02072L714BBLUEA SERIES TRUST$593,6970.09%39,503CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$591,1320.09%2,739CommonNONE
773903109ROKROCKWELL AUTOMATION INC$585,5300.09%1,675CommonNONE
464287408IVEISHARES TR$583,4170.09%2,825CommonNONE
594972408MSTRSTRATEGY INC$582,5560.08%1,808CommonNONE
37954Y673PAVEGLOBAL X FDS$572,0170.08%12,010CommonNONE
78463X202FEZSPDR INDEX SHS FDS$571,0240.08%9,192CommonNONE
36828A101GEVGE VERNOVA INC$568,9090.08%925CommonNONE
33740F573YMARFIRST TR EXCHNG TRADED FD VI$568,2490.08%21,642CommonNONE
09260D107BXBLACKSTONE INC$562,1440.08%3,290CommonNONE
609207105MDLZMONDELEZ INTL INC$558,0000.08%8,932CommonNONE
032654105ADIANALOG DEVICES INC$548,8970.08%2,234CommonNONE
74348A541HYHGPROSHARES TR$547,8540.08%8,411CommonNONE
369550108GDGENERAL DYNAMICS CORP$540,8940.08%1,586CommonNONE
92647N766CFAVICTORY PORTFOLIOS II$540,0600.08%5,936CommonNONE
747525103QCOMQUALCOMM INC$531,1900.08%3,193CommonNONE
464288588MBBISHARES TR$526,9860.08%5,538CommonNONE
G40705108GDLCGRAYSCALE COINDESK CRYPTO$525,6280.08%9,403CommonNONE
654106103NKENIKE INC$516,9890.08%7,414CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$515,9280.08%1,847CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$510,0090.07%1,823CommonNONE
94106L109WMWASTE MGMT INC DEL$506,8430.07%2,295CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$501,3010.07%13,368CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$500,3970.07%1,186CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$494,5580.07%12,190CommonNONE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$492,1630.07%4,992CommonNONE
464287622IWBISHARES TR$491,9370.07%1,346CommonNONE
855244109SBUXSTARBUCKS CORP$491,2420.07%5,807CommonNONE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$490,8870.07%12,529CommonNONE
002824100ABTABBOTT LABS$487,9340.07%3,643CommonNONE
052769106ADSKAUTODESK INC$484,4470.07%1,525CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$480,9110.07%14,033CommonNONE
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682680103OKEONEOK INC NEW$479,0330.07%6,565CommonNONE
863667101SYKSTRYKER CORPORATION$476,9750.07%1,290CommonNONE
67066V101NADNUVEEN QUALITY MUNCP INCOME$476,3290.07%40,747CommonNONE
46434V738IEURISHARES TR$475,3420.07%6,978CommonNONE
064058100BKBANK NEW YORK MELLON CORP$475,2840.07%4,362CommonNONE
172967424CCITIGROUP INC$474,5670.07%4,676CommonNONE
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90278Q108UFPIUFP INDUSTRIES INC$467,7310.07%5,003CommonNONE
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74348T102PSECPROSPECT CAP CORP$467,1290.07%169,865CommonNONE
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31423L404FTRBFEDERATED HERMES ETF TRUST$457,0240.07%18,000CommonNONE
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693475105PNCPNC FINL SVCS GROUP INC$426,9640.06%2,125CommonNONE
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911363109URIUNITED RENTALS INC$388,5750.06%407CommonNONE
025816109AXPAMERICAN EXPRESS CO$383,9840.06%1,156CommonNONE
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002474104AZZAZZ INC$367,9920.05%3,372CommonNONE
704326107PAYXPAYCHEX INC$366,8310.05%2,894CommonNONE
G54950103LINLINDE PLC$366,4150.05%771CommonNONE
98389B100XELXCEL ENERGY INC$365,4420.05%4,531CommonNONE
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G6683N103NUNU HLDGS LTD$361,0260.05%22,550CommonNONE
690370101BBBYBED BATH & BEYOND INC$358,3630.05%36,605CommonNONE
37045V100GMGENERAL MTRS CO$357,6130.05%5,865CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$354,7660.05%731CommonNONE
922908553VNQVANGUARD INDEX FDS$354,0390.05%3,873CommonNONE
92189F486FLTRVANECK ETF TRUST$353,8440.05%13,838CommonNONE
025072323AVSCAMERICAN CENTY ETF TR$353,4910.05%6,174CommonNONE
20030N101CMCSACOMCAST CORP NEW$350,3980.05%11,152CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$350,1580.05%1,084CommonNONE
464287671IUSGISHARES TR$349,2090.05%2,122CommonNONE
12572Q105CMECME GROUP INC$346,4580.05%1,282CommonNONE
464287465EFAISHARES TR$345,2260.05%3,697CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$338,5180.05%4,053CommonNONE
88636J816RSSTTIDAL TRUST II$335,4810.05%12,679CommonNONE
74347R107SSOPROSHARES TR$334,7090.05%2,985CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$333,2670.05%7,677CommonNONE
45782C631IOCTINNOVATOR ETFS TRUST$332,4640.05%9,730CommonNONE
97717W281DGSWISDOMTREE TR$328,2790.05%5,749CommonNONE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$324,8660.05%35,897CommonNONE
464288240ACWXISHARES TR$322,3250.05%4,958CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$316,7890.05%1,880CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$315,7980.05%7,358CommonNONE
45168D104IDXXIDEXX LABS INC$315,6120.05%494CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$314,6910.05%704CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$314,2920.05%1,312CommonNONE
65339F101NEENEXTERA ENERGY INC$313,1120.05%4,148CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$308,7980.05%5,199CommonNONE
701094104PHPARKER-HANNIFIN CORP$307,3870.04%405CommonNONE
464289875AOMISHARES TR$304,5120.04%6,400CommonNONE
512807306LRCXLAM RESEARCH CORP$302,6510.04%2,260CommonNONE
922908652VXFVANGUARD INDEX FDS$302,2870.04%1,444CommonNONE
833445109SNOWSNOWFLAKE INC$300,2080.04%1,331CommonNONE
78464A508SPYVSPDR SERIES TRUST$298,6520.04%5,398CommonNONE
88579Y101MMM3M CO$297,7050.04%1,918CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$297,2010.04%15,079CommonNONE
00724F101ADBEADOBE INC$293,2800.04%831CommonNONE
311900104FASTFASTENAL CO$292,6750.04%5,968CommonNONE
26922A289UFOXETF SER SOLUTIONS$291,4110.04%4,725CommonNONE
78433H675QQQINEOS ETF TRUST$290,7710.04%5,365CommonNONE
09258G104BSTBLACKROCK SCIENCE & TECHNOLO$288,4940.04%6,975CommonNONE
12811T860CPNSCALAMOS ETF TR$284,8480.04%10,570CommonNONE
904767704UNILEVER PLC$284,6550.04%4,802CommonNONE
771049103RBLXROBLOX CORP$282,4430.04%2,039CommonNONE
55318A108MNTNMNTN INC$281,9600.04%15,200CommonNONE
631103108NDAQNASDAQ INC$279,5050.04%3,160CommonNONE
46090A739GTOSINVESCO ACTIVELY MANAGED EXC$279,4850.04%11,144CommonNONE
69420N692PBFRPGIM ROCK ETF TR$279,2810.04%9,767CommonNONE
907818108UNPUNION PAC CORP$278,0600.04%1,176CommonNONE
464287549IGMISHARES TR$277,8460.04%2,206CommonNONE
922908744VTVVANGUARD INDEX FDS$277,3530.04%1,487CommonNONE
00039J103YEARAB ACTIVE ETFS INC$274,3820.04%5,415CommonNONE
66987V109NVSNOVARTIS AG$273,9800.04%2,136CommonNONE
278865100ECLECOLAB INC$273,8140.04%1,000CommonNONE
464287861IEVISHARES TR$270,5740.04%4,132CommonNONE
72201R866MUNIPIMCO ETF TR$269,0230.04%5,146CommonNONE
55336V100MPLXMPLX LP$262,3880.04%5,253CommonNONE
20825C104COPCONOCOPHILLIPS$261,9250.04%2,769CommonNONE
092528108SHYMBLACKROCK ETF TRUST II$261,7970.04%11,719CommonNONE
808513105SCHWSCHWAB CHARLES CORP$261,5800.04%2,740CommonNONE
09062X103BIIBBIOGEN INC$260,1290.04%1,857CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$256,0200.04%455CommonNONE
464287721IYWISHARES TR$255,6920.04%1,305CommonNONE
03073E105CORCENCORA INC$254,3630.04%814CommonNONE
46428Q109SLVISHARES SILVER TR$251,0430.04%5,925CommonNONE
46429B689EFAVISHARES TR$249,7400.04%2,944CommonNONE
149123101CATCATERPILLAR INC$247,0380.04%518CommonNONE
46434V647REETISHARES TR$245,1900.04%9,593CommonNONE
45784N759KMARINNOVATOR ETFS TRUST$237,2900.03%8,535CommonNONE
37954Y384BUGGLOBAL X FDS$235,7730.03%6,700CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$234,4520.03%8,588CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$233,4300.03%795CommonNONE
27579R104EWBCEAST WEST BANCORP INC$232,5940.03%2,185CommonNONE
14021D107CGBLCAPITAL GROUP CORE BALANCED$231,7560.03%6,675CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$229,3310.03%2,979CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$227,4920.03%3,955CommonNONE
056752108BIDUBAIDU INC$227,4360.03%1,726CommonNONE
45784N502RFLRINNOVATOR ETFS TRUST$226,6750.03%8,172CommonNONE
548661107LOWLOWES COS INC$226,5540.03%901CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$226,3730.03%11,591CommonNONE
02209S103MOALTRIA GROUP INC$225,0280.03%3,406CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$224,2500.03%3,450CommonNONE
46138J817BSJPINVESCO EXCH TRD SLF IDX FD$224,1530.03%9,720CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$224,1340.03%1,112CommonNONE
16935C109CHYMCHIME FINL INC$223,6250.03%11,087CommonNONE
550021109LULULULULEMON ATHLETICA INC$223,5420.03%1,256CommonNONE
45783Y475EALTINNOVATOR ETFS TRUST$223,5390.03%6,470CommonNONE
33733E401QQXTFIRST TR EXCHANGE-TRADED FD$220,7150.03%2,231CommonNONE
032095101APHAMPHENOL CORP NEW$220,3370.03%1,780CommonNONE
G5960L103MDTMEDTRONIC PLC$219,4760.03%2,304CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$218,7000.03%9,000CommonNONE
458140100INTCINTEL CORP$218,4110.03%6,510CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$218,3170.03%1,135CommonNONE
46435G409IVLUISHARES TR$217,7770.03%6,138CommonNONE
45409F843MMINNEW YORK LIFE INVTS ACTIVE E$214,2900.03%9,000CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$213,5950.03%5,446CommonNONE
285512109EAELECTRONIC ARTS INC$213,2160.03%1,057CommonNONE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$213,0780.03%9,104CommonNONE
33734X200FGDFIRST TR EXCHANGE TRADED FD$212,2620.03%7,383CommonNONE
00214Q203ARKQARK ETF TR$211,2950.03%1,894CommonNONE
26614N102DDDUPONT DE NEMOURS INC$209,3790.03%2,688CommonNONE
337738108FISVFISERV INC$209,2540.03%1,623CommonNONE
46138J510BSMQINVESCO EXCH TRD SLF IDX FD$208,7590.03%8,836CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$207,4840.03%3,094CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$206,7800.03%1,840CommonNONE
46434G855RINGISHARES INC$204,6720.03%3,163CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$203,5250.03%1,660CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$202,6990.03%3,996CommonNONE
504922105LHLABCORP HOLDINGS INC$202,2600.03%705CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$201,9030.03%1,424CommonNONE
86333M108LRNSTRIDE INC$201,8140.03%1,355CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$162,9230.02%10,876CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$160,4820.02%10,932CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$150,5000.02%12,336CommonNONE
09249E101BHKBLACKROCK CORE BD TR$143,9120.02%14,478CommonNONE
451100101IEPICAHN ENTERPRISES LP$143,3930.02%17,030CommonNONE
184492106ZONECLEANCORE SOLUTIONS INC$21,1600.00%10,475CommonNONE

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.