MondegarAI
Legacy Capital Wealth Partners, LLC

Q4 2025 · 13F-HR

Legacy Capital Wealth Partners, LLCholdings as filed

Filed 2026-01-16 · accession 0001951757-26-000179

$465.9M
Reported value
376
Positions
2025-12-31
Period end
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The Brief · Legacy Capital Wealth Partners, LLC · Q4 2025

AI · grounded in 13F

Legacy Capital Wealth Partners, LLC closed its position in FLOT, reducing exposure by $2.7M. The fund also exited its position in IWB for $1.3M and established a new position in UL valued at $1.1M. Additionally, the fund increased its holdings in FTLS by 54.5% and SPY by 6.3%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
931142103WMTWALMART INC$58.3M12.5%522,881CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$23.2M4.98%119,383CommonNONE
88160R101TSLATESLA INC$11.1M2.37%24,579CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$9.9M2.13%150,627CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$9.8M2.10%65,862CommonNONE
364760108GAPGAP INC$9.7M2.08%378,581CommonNONE
464287200IVVISHARES TR$8.4M1.80%12,259CommonNONE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$8.0M1.73%140,953CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$7.6M1.64%72,517CommonNONE
922908363VOOVANGUARD INDEX FDS$7.2M1.55%11,493CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$7.1M1.52%58,755CommonNONE
67066G104NVDANVIDIA CORPORATION$7.1M1.52%37,903CommonNONE
037833100AAPLAPPLE INC$6.7M1.43%24,491CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$5.9M1.26%110,793CommonNONE
26875P101EOGEOG RES INC$5.6M1.20%53,116CommonNONE
594918104MSFTMICROSOFT CORP$4.6M0.99%9,544CommonNONE
47103U845JAAAJANUS DETROIT STR TR$4.2M0.90%83,344CommonNONE
33740F573YMARFIRST TR EXCHNG TRADED FD VI$4.1M0.88%154,010CommonNONE
023135106AMZNAMAZON COM INC$4.1M0.87%17,553CommonNONE
78433H303SPYINEOS ETF TRUST$4.0M0.86%76,078CommonNONE
78468R663BILSPDR SERIES TRUST$3.9M0.83%42,259CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$3.4M0.73%86,010CommonNONE
98149E303GLDMWORLD GOLD TR$3.3M0.71%38,950CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$3.3M0.70%69,992CommonNONE
02079K305GOOGLALPHABET INC$3.2M0.70%10,377CommonNONE
87151X101SYMSYMBOTIC INC$3.2M0.68%53,174CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$2.8M0.61%61,794CommonNONE
30303M102METAMETA PLATFORMS INC$2.8M0.59%4,193CommonNONE
72201R577BILZPIMCO ETF TR$2.7M0.58%26,931CommonNONE
90139K605GMOVGMO ETF TRUST$2.7M0.57%96,504CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$2.6M0.55%78,481CommonNONE
26922A222ACIOETF SER SOLUTIONS$2.3M0.50%53,688CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$2.3M0.50%40,850CommonNONE
464288687PFFISHARES TR$2.2M0.47%71,190CommonNONE
464289883AOKISHARES TR$2.2M0.47%54,879CommonNONE
92826C839VVISA INC$2.2M0.47%6,182CommonNONE
72201R833MINTPIMCO ETF TR$2.1M0.44%20,652CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$2.0M0.43%19,618CommonNONE
11135F101AVGOBROADCOM INC$2.0M0.42%5,715CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$1.9M0.40%49,261CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.9M0.40%5,825CommonNONE
37954Y293MLPXGLOBAL X FDS$1.9M0.40%30,718CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$1.8M0.38%25,120CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.8M0.38%10,957CommonNONE
464287465EFAISHARES TR$1.8M0.38%18,242CommonNONE
33740F615DMARFIRST TR EXCHNG TRADED FD VI$1.7M0.37%41,923CommonNONE
30231G102XOMEXXON MOBIL CORP$1.7M0.37%14,162CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$1.7M0.36%44,456CommonNONE
72201R718LDURPIMCO ETF TR$1.7M0.36%17,638CommonNONE
427096508HTGCHERCULES CAPITAL INC$1.7M0.36%89,597CommonNONE
56035L104MAINMAIN STR CAP CORP$1.7M0.36%27,586CommonNONE
166764100CVXCHEVRON CORP NEW$1.6M0.35%10,652CommonNONE
922908744VTVVANGUARD INDEX FDS$1.6M0.35%8,429CommonNONE
38173M102GBDCGOLUB CAP BDC INC$1.6M0.34%117,221CommonNONE
02079K107GOOGALPHABET INC$1.6M0.34%4,981CommonNONE
376546107GAINGLADSTONE INVT CORP$1.6M0.33%111,329CommonNONE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$1.5M0.32%68,082CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.5M0.32%19,904CommonNONE
140501107CSWCCAPITAL SOUTHWEST CORP$1.5M0.31%66,218CommonNONE
04010L103ARCCARES CAPITAL CORP$1.5M0.31%72,298CommonNONE
902973304USBUS BANCORP DEL$1.5M0.31%27,281CommonNONE
896442308TRINTRINITY CAP INC$1.4M0.31%98,286CommonNONE
316500107FDUSFIDUS INVT CORP$1.4M0.30%72,921CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$1.4M0.30%53,413CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$1.4M0.30%14,953CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$1.4M0.29%33,268CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.4M0.29%33,174CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.29%2,684CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.3M0.29%2,338CommonNONE
512807306LRCXLAM RESEARCH CORP$1.3M0.28%7,723CommonNONE
437076102HDHOME DEPOT INC$1.3M0.28%3,832CommonNONE
78463V107GLDSPDR GOLD TR$1.3M0.28%3,313CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$1.3M0.28%51,772CommonNONE
148929102CAVACAVA GROUP INC$1.3M0.28%22,025CommonNONE
872540109TJXTJX COS INC NEW$1.3M0.28%8,379CommonNONE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$1.3M0.27%76,982CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$1.3M0.27%101,735CommonNONE
376535878GLADGLADSTONE CAPITAL CORP$1.3M0.27%60,644CommonNONE
87283Q107TCHPT ROWE PRICE ETF INC$1.2M0.27%24,778CommonNONE
78464A359CWBSPDR SERIES TRUST$1.2M0.26%13,559CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.2M0.26%43,738CommonNONE
64110L106NFLXNETFLIX INC$1.2M0.25%12,669CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$1.2M0.25%25,462CommonNONE
478160104JNJJOHNSON & JOHNSON$1.2M0.25%5,634CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$1.1M0.24%18,520CommonNONE
384802104GWWWW GRAINGER INC$1.1M0.23%1,084CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$1.1M0.23%5,845CommonNONE
907818108UNPUNION PAC CORP$1.1M0.23%4,624CommonNONE
904767803ULUNILEVER PLC$1.1M0.23%16,331CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.0M0.22%3,431CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.0M0.22%11,375CommonNONE
78464A805SPTMSPDR SERIES TRUST$1.0M0.22%12,455CommonNONE
464288885EFGISHARES TR$1.0M0.22%9,010CommonNONE
78464A854SPYMSPDR SERIES TRUST$1.0M0.22%12,787CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$979,4630.21%15,679CommonNONE
37733W204GSKGSK PLC$970,3050.21%19,786CommonNONE
464287481IWPISHARES TR$968,1340.21%7,070CommonNONE
G5960L103MDTMEDTRONIC PLC$965,3040.21%10,049CommonNONE
G4705A100ICLRICON PLC$950,2770.20%5,215CommonNONE
00039J889TAFMAB ACTIVE ETFS INC$948,2930.20%37,305CommonNONE
882508104TXNTEXAS INSTRS INC$948,0240.20%5,464CommonNONE
969457100WMBWILLIAMS COS INC$946,6500.20%15,749CommonNONE
461202103INTUINTUIT$939,4930.20%1,418CommonNONE
33740U729BUFZFIRST TR EXCHNG TRADED FD VI$925,1280.20%34,871CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$923,2050.20%5,194CommonNONE
00287Y109ABBVABBVIE INC$921,7700.20%4,034CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$903,1240.19%6,554CommonNONE
548661107LOWLOWES COS INC$902,0910.19%3,741CommonNONE
464287598IWDISHARES TR$901,9380.19%4,288CommonNONE
701094104PHPARKER-HANNIFIN CORP$888,1890.19%1,010CommonNONE
040413205ANETARISTA NETWORKS INC$878,0320.19%6,701CommonNONE
00162Q346SMTHALPS ETF TR$876,6560.19%33,627CommonNONE
742718109PGPROCTER AND GAMBLE CO$875,0820.19%6,106CommonNONE
482480100KLACKLA CORP$872,9270.19%718CommonNONE
89832Q109TFCTRUIST FINL CORP$864,4720.19%17,567CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$859,6320.18%8,667CommonNONE
025072133AVMVAMERICAN CENTY ETF TR$856,5090.18%12,030CommonNONE
58155Q103MCKMCKESSON CORP$855,7600.18%1,043CommonNONE
46137V118PSPINVESCO EXCHANGE TRADED FD T$853,3540.18%12,723CommonNONE
464287614IWFISHARES TR$842,5490.18%1,780CommonNONE
372460105GPCGENUINE PARTS CO$831,8240.18%6,765CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$823,4570.18%1,454CommonNONE
949746101WMT2WELLS FARGO CO NEW$816,1000.18%8,756CommonNONE
871607107SNPSSYNOPSYS INC$810,2670.17%1,725CommonNONE
922908538VOTVANGUARD INDEX FDS$804,4810.17%2,882CommonNONE
532457108LLYELI LILLY & CO$801,1940.17%746CommonNONE
72201R585PYLDPIMCO ETF TR$799,6310.17%29,971CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$797,8300.17%3,822CommonNONE
038222105AMATAPPLIED MATLS INC$793,1210.17%3,086CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$782,9530.17%1,727CommonNONE
46090E103QQQINVESCO QQQ TR$775,1370.17%1,262CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$769,0240.17%1,327CommonNONE
14040H105COFCAPITAL ONE FINL CORP$762,2290.16%3,145CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$761,4160.16%2,625CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$757,8640.16%879CommonNONE
00039J202TAFIAB ACTIVE ETFS INC$754,5610.16%29,931CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$750,9210.16%19,069CommonNONE
046353108AZNNASTRAZENECA PLC$734,7470.16%7,992CommonNONE
539830109LMTLOCKHEED MARTIN CORP$734,5750.16%1,519CommonNONE
92936U109WPCWP CAREY INC$731,5800.16%11,367CommonNONE
191216100KOCOCA COLA CO$726,6370.16%10,394CommonNONE
254687106DISDISNEY WALT CO$723,2950.16%6,358CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$718,0080.15%21,705CommonNONE
778296103ROSTROSS STORES INC$714,8760.15%3,968CommonNONE
464288588MBBISHARES TR$711,5790.15%7,473CommonNONE
03073E105CORCENCORA INC$710,0430.15%2,102CommonNONE
N07059210ASMLASML HOLDING N V$702,0030.15%656CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$696,8230.15%2,374CommonNONE
427866108HSYHERSHEY CO$691,2790.15%3,799CommonNONE
33738R738KNGZFIRST TR EXCHANGE TRADED FD$681,5220.15%19,032CommonNONE
46438R105ETHAISHARES ETHEREUM TR$679,8760.15%30,311CommonNONE
03831W108APPAPPLOVIN CORP$664,3870.14%986CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$658,1400.14%2,453CommonNONE
00206R102TAT&T INC$658,0680.14%26,492CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$652,8130.14%2,273CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$649,9940.14%2,913CommonNONE
743315103PGRPROGRESSIVE CORP$646,3400.14%2,838CommonNONE
436893200HOMBHOME BANCSHARES INC$641,5350.14%23,093CommonNONE
78409V104SPGIS&P GLOBAL INC$640,1690.14%1,225CommonNONE
G54950103LINLINDE PLC$636,3740.14%1,492CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$630,6860.14%27,539CommonNONE
81762P102NOWSERVICENOW INC$624,5560.13%4,077CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$618,9080.13%8,883CommonNONE
922908512VOEVANGUARD INDEX FDS$617,8300.13%3,483CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$616,4650.13%8,136CommonNONE
74762E102QUREQUANTA SVCS INC$608,9530.13%1,443CommonNONE
F92124100TTETOTALENERGIES SE$608,1440.13%9,296CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$603,1100.13%8,152CommonNONE
06849F108BBARRICK MNG CORP$602,4080.13%13,833CommonNONE
009158106APDAIR PRODS & CHEMS INC$599,6280.13%2,427CommonNONE
80105N105SNYSANOFI SA$598,6750.13%12,354CommonNONE
032095101APHAMPHENOL CORP NEW$596,7520.13%4,416CommonNONE
890930209TNGYTORTOISE CAPITAL SERIES TRUS$596,3850.13%65,972CommonNONE
369550108GDGENERAL DYNAMICS CORP$593,3310.13%1,762CommonNONE
615369105MCOMOODYS CORP$588,4990.13%1,152CommonNONE
68389X105ORCLORACLE CORP$578,1620.12%2,966CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$576,4510.12%6,883CommonNONE
127097103CTRACOTERRA ENERGY INC$572,2870.12%21,743CommonNONE
922908595VBKVANGUARD INDEX FDS$570,3260.12%1,888CommonNONE
75513E101RTXRTX CORPORATION$558,0670.12%3,043CommonNONE
922908553VNQVANGUARD INDEX FDS$543,5170.12%6,142CommonNONE
78468R200FLRNSPDR SERIES TRUST$539,4650.12%17,555CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$537,2110.12%7,243CommonNONE
02072L433ROEEA SERIES TRUST$537,1870.12%15,231CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$535,1560.11%11,617CommonNONE
595112103MUMICRON TECHNOLOGY INC$532,8330.11%1,867CommonNONE
256677105DGDOLLAR GEN CORP NEW$532,2750.11%4,009CommonNONE
808513105SCHWSCHWAB CHARLES CORP$531,0430.11%5,315CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$527,3690.11%874CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$523,3900.11%1,586CommonNONE
060505104BACBANK AMERICA CORP$522,8150.11%9,506CommonNONE
053332102AZOAUTOZONE INC$522,3610.11%154CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$521,0770.11%10,300CommonNONE
833034101SNASNAP ON INC$516,6040.11%1,499CommonNONE
911363109URIUNITED RENTALS INC$515,5320.11%637CommonNONE
17275R102CSCOCISCO SYS INC$515,3560.11%6,690CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$510,5550.11%11,960CommonNONE
142339100CSLCARLISLE COS INC$508,7920.11%1,591CommonNONE
49177J102KVUEKENVUE INC$506,4450.11%29,359CommonNONE
031162100AMGNAMGEN INC$505,9950.11%1,546CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$505,7780.11%11,312CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$502,3160.11%1,607CommonNONE
35243J101FBRTFRANKLIN BSP RLTY TR INC$500,4000.11%19,968CommonNONE
G29183103ETNEATON CORP PLC$497,3650.11%1,562CommonNONE
33740U455JANMFIRST TR EXCHNG TRADED FD VI$495,6450.11%15,015CommonNONE
48020Q107JLLJONES LANG LASALLE INC$494,9470.11%1,471CommonNONE
075887109BDXBECTON DICKINSON & CO$493,2350.11%2,542CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$487,2630.10%8,346CommonNONE
09290D101BLKBLACKROCK INC$477,0550.10%446CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$476,4440.10%1,841CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$473,1370.10%14,364CommonNONE
570535104MKLMARKEL GROUP INC$468,6240.10%218CommonNONE
46432F842IEFAISHARES TR$468,2900.10%12,526CommonNONE
25243Q205DEODIAGEO PLC$465,7490.10%5,399CommonNONE
74340W103PLDPROLOGIS INC.$465,0100.10%3,643CommonNONE
464287804IJRISHARES TR$458,9260.10%11,890CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$458,9200.10%4,813CommonNONE
65339F101NEENEXTERA ENERGY INC$456,4080.10%5,685CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$453,6810.10%28,214CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$452,6490.10%2,060CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$451,1160.10%9,947CommonNONE
780259305SHELSHELL PLC$451,0550.10%6,138CommonNONE
892356106TSCOTRACTOR SUPPLY CO$449,5180.10%8,989CommonNONE
311900104FASTFASTENAL CO$445,7900.10%11,109CommonNONE
002824100ABTABBOTT LABS$440,2640.09%3,514CommonNONE
871829107SYYSYSCO CORP$436,2890.09%5,921CommonNONE
33740U497DECMFIRST TR EXCHNG TRADED FD VI$433,8920.09%13,210CommonNONE
46432F859ISTBISHARES TR$432,2660.09%8,867CommonNONE
872590104TMUST-MOBILE US INC$429,4810.09%2,115CommonNONE
78464A375SPIBSPDR SERIES TRUST$426,4790.09%12,614CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$423,0600.09%1,087CommonNONE
464287226AGGISHARES TR$419,6960.09%4,202CommonNONE
115236101BROBROWN & BROWN INC$414,5890.09%5,202CommonNONE
25434V849DFNMDIMENSIONAL ETF TRUST$413,5950.09%8,586CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$412,5060.09%2,744CommonNONE
03076C106AMPAMERIPRISE FINL INC$411,5230.09%839CommonNONE
422806208HEI/AHEICO CORP NEW$409,1890.09%1,621CommonNONE
94106L109WMWASTE MGMT INC DEL$408,7030.09%1,860CommonNONE
69344A107PULSPGIM ETF TR$402,1750.09%8,110CommonNONE
921910733ESGVVANGUARD WORLD FD$401,5870.09%3,320CommonNONE
47804J792JHMBJOHN HANCOCK EXCHANGE TRADED$401,3840.09%18,113CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$397,1560.09%2,289CommonNONE
00123Q104AGNCAGNC INVT CORP$394,3890.08%36,790CommonNONE
651639106NEMNEWMONT CORP$394,1110.08%3,947CommonNONE
464287457SHYISHARES TR$392,9810.08%4,745CommonNONE
12572Q105CMECME GROUP INC$390,0220.08%1,428CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$389,0270.08%11,926CommonNONE
084423102WRBBERKLEY W R CORP$385,8520.08%5,503CommonNONE
922908629VOVANGUARD INDEX FDS$384,6940.08%7,035CommonNONE
29250N105ENBENBRIDGE INC$384,4980.08%8,039CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$384,2960.08%4,237CommonNONE
79466L302CRMSALESFORCE INC$382,3280.08%1,443CommonNONE
773121108RKLBROCKET LAB CORP$382,0760.08%5,477CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$380,7580.08%2,630CommonNONE
704326107PAYXPAYCHEX INC$376,5020.08%3,356CommonNONE
464287655IWMISHARES TR$375,6540.08%1,526CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$371,2120.08%6,800CommonNONE
776696106ROPROPER TECHNOLOGIES INC$368,9680.08%829CommonNONE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$368,2060.08%7,539CommonNONE
37959E102GLGLOBE LIFE INC$366,8530.08%2,623CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$366,3340.08%4,074CommonNONE
69344A834PAAAPGIM ETF TR$363,6860.08%7,095CommonNONE
33740F169BUFYFIRST TR EXCHNG TRADED FD VI$362,9790.08%16,321CommonNONE
816851109SRESEMPRA$362,5650.08%4,107CommonNONE
46432F339QUALISHARES TR$361,2250.08%1,819CommonNONE
126650100CVSCVS HEALTH CORP$360,4640.08%4,542CommonNONE
115637209BF/BBROWN FORMAN CORP$360,3840.08%13,829CommonNONE
860630102SFSTIFEL FINL CORP$360,2670.08%2,877CommonNONE
405552100HLNHALEON PLC$357,2790.08%35,339CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$354,4900.08%14,471CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$353,8230.08%1,376CommonNONE
526057104LENLENNAR CORP$352,6830.08%3,431CommonNONE
33740F680DSEPFIRST TR EXCHNG TRADED FD VI$345,7770.07%7,700CommonNONE
81141R100SESEA LTD$345,0770.07%2,705CommonNONE
697435105PANWPALO ALTO NETWORKS INC$344,4540.07%1,870CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$342,7520.07%64CommonNONE
05613H100BKDVBNY MELLON ETF TRUST II$341,6520.07%11,773CommonNONE
G8473T100STESTERIS PLC$338,0370.07%1,333CommonNONE
16359R103CHECHEMED CORP NEW$338,0090.07%790CommonNONE
817565104SCISERVICE CORP INTL$333,2670.07%4,274CommonNONE
718546104PSXPHILLIPS 66$332,0620.07%2,573CommonNONE
922907746VTEBVANGUARD MUN BD FDS$328,0420.07%6,523CommonNONE
803054204SAPSAP SE$327,6210.07%1,349CommonNONE
438128308HMCHONDA MOTOR LTD$326,6970.07%11,082CommonNONE
464287507IJHISHARES TR$325,5780.07%4,933CommonNONE
33740U422FEBMFIRST TR EXCHNG TRADED FD VI$323,2980.07%10,643CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$322,5620.07%7,579CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$320,7810.07%1,236CommonNONE
92939U106WECWEC ENERGY GROUP INC$320,3570.07%3,038CommonNONE
617446448MSMORGAN STANLEY$320,1820.07%1,804CommonNONE
87612E106TGTTARGET CORP$315,7530.07%3,230CommonNONE
857477103STTSTATE STR CORP$314,9060.07%2,441CommonNONE
824348106SHWSHERWIN WILLIAMS CO$311,8430.07%962CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$310,1090.07%14,845CommonNONE
47103U852JMBSJANUS DETROIT STR TR$307,2200.07%6,724CommonNONE
922908736VUGVANGUARD INDEX FDS$306,8790.07%629CommonNONE
693506107PPGPPG INDS INC$306,0480.07%2,987CommonNONE
929160109VMCVULCAN MATLS CO$304,0360.07%1,066CommonNONE
03463K760CARYANGEL OAK FUNDS TRUST$303,9370.07%14,594CommonNONE
59156R108METMETLIFE INC$300,7400.06%3,810CommonNONE
45784N726ZAPRINNOVATOR ETFS TRUST$300,2780.06%11,648CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$297,8540.06%1,632CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$294,7920.06%1,679CommonNONE
053484101AVBAVALONBAY CMNTYS INC$294,7740.06%1,626CommonNONE
47103U886VNLAJANUS DETROIT STR TR$292,3830.06%5,950CommonNONE
33740F243BUFSFIRST TR EXCHNG TRADED FD VI$290,5480.06%12,721CommonNONE
11271J107BNBROOKFIELD CORP$290,2540.06%6,325CommonNONE
071813109BAXBAXTER INTL INC$289,5160.06%15,150CommonNONE
25434V856DFIPDIMENSIONAL ETF TRUST$286,4240.06%6,893CommonNONE
855244109SBUXSTARBUCKS CORP$283,4760.06%3,366CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$282,4120.06%1,460CommonNONE
G87052109TELTE CONNECTIVITY PLC$281,0780.06%1,235CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$277,8970.06%4,244CommonNONE
45784N809ZNOVINNOVATOR ETFS TRUST$277,2010.06%10,392CommonNONE
609207105MDLZMONDELEZ INTL INC$276,4750.06%5,136CommonNONE
98978V103ZTSZOETIS INC$275,3290.06%2,188CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$272,1600.06%2,322CommonNONE
464288414MUBISHARES TR$271,4170.06%2,534CommonNONE
122017106BURLBURLINGTON STORES INC$268,6300.06%930CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$268,1180.06%5,592CommonNONE
457187102INGRINGREDION INC$266,7190.06%2,419CommonNONE
831865209AOSSMITH A O CORP$265,9150.06%3,976CommonNONE
20030N101CMCSACOMCAST CORP NEW$265,5440.06%8,884CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$264,2960.06%464CommonNONE
853606101SLISTANDARD LITHIUM LTD$260,6990.06%58,322CommonNONE
458140100INTCINTEL CORP$255,3690.05%6,921CommonNONE
451107106IDAIDACORP INC$254,4340.05%2,010CommonNONE
92189F643MOATVANECK ETF TRUST$252,1690.05%2,435CommonNONE
009066101ABNBAIRBNB INC$250,9460.05%1,849CommonNONE
33740U406DDECFIRST TR EXCHNG TRADED FD VI$248,5360.05%5,512CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$246,7640.05%4,859CommonNONE
33740F698DJULFIRST TR EXCHNG TRADED FD VI$244,3670.05%5,137CommonNONE
56167N183KHPIMANAGED PORTFOLIO SERIES$244,3090.05%9,521CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$239,3810.05%1,412CommonNONE
29444U700EQIXEQUINIX INC$236,5770.05%309CommonNONE
12514G108CDWCDW CORP$234,3500.05%1,721CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$233,4700.05%6,310CommonNONE
33740F672DOCTFIRST TR EXCHNG TRADED FD VI$230,3520.05%5,201CommonNONE
464285204IAUISHARES GOLD TR$230,2790.05%2,837CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$229,5540.05%3,603CommonNONE
537008104LFUSLITTELFUSE INC$228,3860.05%903CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$227,8890.05%2,789CommonNONE
72201R775BONDPIMCO ETF TR$222,6330.05%2,392CommonNONE
20825C104COPCONOCOPHILLIPS$222,3810.05%2,376CommonNONE
670100205NVONOVO-NORDISK A S$221,9750.05%4,363CommonNONE
87283Q826TMSLT ROWE PRICE ETF INC$221,5760.05%6,172CommonNONE
29355X107NPOENPRO INC$221,1180.05%1,033CommonNONE
231021106CMICUMMINS INC$220,3840.05%432CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$219,5490.05%2,003CommonNONE
60786M105MCMOELIS & CO$218,1230.05%3,173CommonNONE
53700T827DBMFLITMAN GREGORY FDS TR$216,2250.05%7,706CommonNONE
302081104EXLSEXLSERVICE HOLDINGS INC$213,2610.05%5,025CommonNONE
863667101SYKSTRYKER CORPORATION$212,5770.05%605CommonNONE
127190304CACICACI INTL INC$211,5260.05%397CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$210,7260.05%2,643CommonNONE
229899109CFRCULLEN FROST BANKERS INC$210,1460.05%1,660CommonNONE
82509L107SHOPSHOPIFY INC$208,6130.04%1,296CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$208,4380.04%1,024CommonNONE
464288513HYGISHARES TR$207,5410.04%2,574CommonNONE
04911A107AUBATLANTIC UN BANKSHARES CORP$207,5210.04%5,879CommonNONE
942622200WSOWATSCO INC$206,9880.04%614CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$203,6360.04%2,656CommonNONE
33740U711GSEPFIRST TR EXCHNG TRADED FD VI$202,9980.04%5,240CommonNONE
369604301GEGE AEROSPACE$202,5090.04%657CommonNONE
29275Y102ENSENERSYS$202,1570.04%1,378CommonNONE
110448107BTIBRITISH AMERN TOB PLC$201,1430.04%3,553CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$181,4400.04%28,800CommonNONE
69331C108PCGPG&E CORP$170,1970.04%10,591CommonNONE
71424F105PRPERMIAN RESOURCES CORP$167,5740.04%11,944CommonNONE
96145W103WESTWESTROCK COFFEE CO$136,1540.03%33,453CommonNONE
71601V105WOOFPETCO HEALTH & WELLNESS CO I$97,7400.02%34,783CommonNONE
00768Y289MSOXADVISORSHARES TR$78,7580.02%17,580CommonNONE
H5012F103LARLITHIUM ARGENTINA AG$62,9370.01%11,279CommonNONE
30052F100EVGOEVGO INC$42,1950.01%14,500CommonNONE
30063P105EXKEXACT SCIENCES CORP$41,8370.01%41,837CommonNONE
72919P202PLUGPLUG POWER INC$19,7000.00%10,000CommonNONE

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.