Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Kestra Investment Management, LLC

Q2 2025 · 13F-HR/A

Kestra Investment Management, LLCholdings as filed

Filed 2025-08-18 · accession 0001962449-25-000005

$3.30B
Reported value
721
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 721

CUSIPTickerIssuerValue% port.SharesClassVoting
464287663IUSVISHARES TR$287.4M8.71%3,036,844CommonSOLE
78464A409SPYGSPDR SERIES TRUST$210.1M6.37%2,203,650CommonSOLE
46434V613IUSBISHARES TR$173.5M5.26%3,752,017CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$158.0M4.79%2,349,882CommonSOLE
46432F339QUALISHARES TR$143.0M4.33%782,445CommonSOLE
922908629VOVANGUARD INDEX FDS$136.2M4.13%486,809CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$115.3M3.49%2,692,601CommonSOLE
464287671IUSGISHARES TR$111.5M3.38%741,665CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$78.5M2.38%2,523,479CommonSOLE
464289511IGLBISHARES TR$64.2M1.95%1,279,517CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$63.8M1.93%1,256,315CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$61.7M1.87%1,562,415CommonSOLE
464288646IGSBISHARES TR$60.7M1.84%1,151,216CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$59.8M1.81%1,469,931CommonSOLE
78467V848TOTLSSGA ACTIVE ETF TR$59.0M1.79%1,471,668CommonSOLE
46434G103IEMGISHARES INC$58.6M1.78%975,806CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$57.8M1.75%1,094,296CommonSOLE
25434V765DIHPDIMENSIONAL ETF TRUST$54.3M1.65%1,840,775CommonSOLE
97717W315DEMWISDOMTREE TR$52.4M1.59%1,155,914CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$47.7M1.45%241,903CommonSOLE
464288588MBBISHARES TR$45.1M1.37%479,901CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$45.0M1.36%971,032CommonSOLE
464287408IVEISHARES TR$44.7M1.35%228,501CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$44.4M1.35%905,403CommonSOLE
464288414MUBISHARES TR$43.9M1.33%419,810CommonSOLE
46434V274INTFISHARES TR$42.4M1.28%1,237,354CommonSOLE
464288620USIGISHARES TR$42.0M1.27%817,152CommonSOLE
46434V282LRGFISHARES TR$30.7M0.93%478,100CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$29.7M0.90%454,736CommonSOLE
78468R770ONEYSPDR SERIES TRUST$27.3M0.83%252,445CommonSOLE
46432F396MTUMISHARES TR$27.1M0.82%112,661CommonSOLE
92189F536MLNVANECK ETF TRUST$26.8M0.81%1,586,659CommonSOLE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$26.0M0.79%1,156,455CommonSOLE
594918104MSFTMICROSOFT CORP$25.4M0.77%51,115CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$24.7M0.75%713,729CommonSOLE
67066G104NVDANVIDIA CORPORATION$22.3M0.68%141,354CommonSOLE
46431W838MEARISHARES U S ETF TR$21.8M0.66%432,954CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$19.7M0.60%329,758CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$19.4M0.59%423,510CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$18.2M0.55%404,973CommonSOLE
31609A305FELGFIDELITY COVINGTON TRUST$17.1M0.52%462,790CommonSOLE
46429B747STIPISHARES TR$16.9M0.51%163,757CommonSOLE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$16.5M0.50%182,749CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$16.4M0.50%314,688CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$15.2M0.46%355,532CommonSOLE
025072349AVLVAMERICAN CENTY ETF TR$14.3M0.43%209,142CommonSOLE
464288521USRTISHARES TR$14.1M0.43%248,495CommonSOLE
464288885EFGISHARES TR$13.7M0.42%122,625CommonSOLE
037833100AAPLAPPLE INC$13.6M0.41%66,254CommonSOLE
023135106AMZNAMAZON COM INC$11.1M0.34%50,421CommonSOLE
30303M102METAMETA PLATFORMS INC$10.6M0.32%14,395CommonSOLE
092528108SHYMBLACKROCK ETF TRUST II$10.1M0.31%453,124CommonSOLE
72201R866MUNIPIMCO ETF TR$8.8M0.27%170,877CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$8.7M0.26%29,897CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$8.1M0.25%254,661CommonSOLE
11135F101AVGOBROADCOM INC$7.1M0.21%25,667CommonSOLE
53656F623INFLLISTED FDS TR$6.3M0.19%149,653CommonSOLE
02079K305GOOGLALPHABET INC$6.2M0.19%35,021CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.3M0.16%34,658CommonSOLE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$5.2M0.16%202,348CommonSOLE
17275R102CSCOCISCO SYS INC$5.2M0.16%74,790CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$4.9M0.15%73,455CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$4.9M0.15%95,885CommonSOLE
68389X105ORCLORACLE CORP$4.8M0.15%21,891CommonSOLE
922908363VOOVANGUARD INDEX FDS$4.6M0.14%8,060CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.6M0.14%14,985CommonSOLE
46435G250HYDBISHARES TR$4.3M0.13%90,080CommonSOLE
025072885AVUSAMERICAN CENTY ETF TR$4.2M0.13%42,077CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.2M0.13%8,681CommonSOLE
025072562AVIGAMERICAN CENTY ETF TR$4.2M0.13%100,230CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$4.1M0.12%19,078CommonSOLE
78464A383SPMBSPDR SERIES TRUST$3.9M0.12%176,942CommonSOLE
231561101CWCURTISS WRIGHT CORP$3.9M0.12%8,000CommonSOLE
464287200IVVISHARES TR$3.8M0.12%6,187CommonSOLE
128030202CALMCAL MAINE FOODS INC$3.8M0.12%38,401CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.8M0.12%87,788CommonSOLE
876030107TPRTAPESTRY INC$3.4M0.10%39,077CommonSOLE
25434V575DFGXDIMENSIONAL ETF TRUST$3.4M0.10%63,842CommonSOLE
718172109PMPHILIP MORRIS INTL INC$3.4M0.10%18,635CommonSOLE
92189H409HYDVANECK ETF TRUST$3.4M0.10%67,397CommonSOLE
03076C106AMPAMERIPRISE FINL INC$3.4M0.10%6,309CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$3.1M0.09%17,152CommonSOLE
16411R208LNGCHENIERE ENERGY INC$3.1M0.09%12,703CommonSOLE
64110L106NFLXNETFLIX INC$3.1M0.09%2,301CommonSOLE
747525103QCOMQUALCOMM INC$3.0M0.09%19,078CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.9M0.09%32,764CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$2.8M0.08%30,661CommonSOLE
532457108LLYELI LILLY & CO$2.7M0.08%3,478CommonSOLE
46432F842IEFAISHARES TR$2.7M0.08%32,217CommonSOLE
199908104FIXCOMFORT SYS USA INC$2.7M0.08%4,990CommonSOLE
25434V864DFSDDIMENSIONAL ETF TRUST$2.7M0.08%55,603CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$2.7M0.08%132,731CommonSOLE
92826C839VVISA INC$2.6M0.08%7,405CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.6M0.08%24,215CommonSOLE
147528103CASYCASEYS GEN STORES INC$2.5M0.08%4,917CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$2.5M0.08%56,456CommonSOLE
87240R107TFSLTFS FINL CORP$2.5M0.08%191,920CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.4M0.07%5,547CommonSOLE
038923108ABRARBOR REALTY TRUST INC$2.4M0.07%225,123CommonSOLE
464286285EMHYISHARES INC$2.4M0.07%60,978CommonSOLE
25434V567DGCBDIMENSIONAL ETF TRUST$2.4M0.07%43,563CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.4M0.07%3,066CommonSOLE
88160R101TSLATESLA INC$2.3M0.07%7,316CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$2.2M0.07%27,438CommonSOLE
922908744VTVVANGUARD INDEX FDS$2.1M0.07%12,147CommonSOLE
00766T100ACMAECOM$2.1M0.07%19,009CommonSOLE
46090E103QQQINVESCO QQQ TR$2.1M0.06%3,887CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.1M0.06%7,137CommonSOLE
03073E105CORCENCORA INC$2.1M0.06%7,087CommonSOLE
88033G407THCTENET HEALTHCARE CORP$2.1M0.06%11,941CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.1M0.06%6,723CommonSOLE
90138F102TWLOTWILIO INC$2.1M0.06%16,639CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.1M0.06%22,538CommonSOLE
68235P108OGSONE GAS INC$2.0M0.06%28,162CommonSOLE
705573103PEGAPEGASYSTEMS INC$2.0M0.06%37,278CommonSOLE
052769106ADSKAUTODESK INC$1.9M0.06%6,290CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$1.9M0.06%53,969CommonSOLE
031162100AMGNAMGEN INC$1.9M0.06%6,901CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$1.9M0.06%27,207CommonSOLE
29084Q100EMEEMCOR GROUP INC$1.9M0.06%3,482CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$1.9M0.06%29,150CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$1.8M0.06%41,116CommonSOLE
959802109WUWESTERN UN CO$1.8M0.06%219,003CommonSOLE
P31076105CPACOPA HOLDINGS SA$1.8M0.05%15,943CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$1.7M0.05%92,211CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.7M0.05%4,154CommonSOLE
46138E339SPMOINVESCO EXCH TRADED FD TR II$1.7M0.05%15,439CommonSOLE
038222105AMATAPPLIED MATLS INC$1.7M0.05%9,467CommonSOLE
354613101BENFRANKLIN RESOURCES INC$1.7M0.05%70,215CommonSOLE
311900104FASTFASTENAL CO$1.7M0.05%39,470CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.6M0.05%2,907CommonSOLE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$1.6M0.05%59,114CommonSOLE
58933Y105MRKMERCK & CO INC$1.6M0.05%19,683CommonSOLE
717081103PFEPFIZER INC$1.5M0.05%63,789CommonSOLE
577081102MATMATTEL INC$1.5M0.05%77,876CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.5M0.05%16,854CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.5M0.05%9,587CommonSOLE
922475108VEEVVEEVA SYS INC$1.5M0.05%5,158CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$1.5M0.04%91,714CommonSOLE
086516101BBYBEST BUY INC$1.5M0.04%21,859CommonSOLE
88076W103TDCTERADATA CORP DEL$1.5M0.04%65,465CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.4M0.04%4,479CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$1.4M0.04%17,894CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.4M0.04%1,434CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.4M0.04%11,490CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$1.4M0.04%39,438CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$1.4M0.04%2,879CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1.4M0.04%8,175CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$1.4M0.04%7,004CommonSOLE
64110D104NTAPNETAPP INC$1.4M0.04%12,784CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$1.4M0.04%14,068CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.3M0.04%16,545CommonSOLE
46435U853USHYISHARES TR$1.3M0.04%35,050CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$1.3M0.04%4,240CommonSOLE
25434V583DFGPDIMENSIONAL ETF TRUST$1.3M0.04%23,795CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$1.3M0.04%17,249CommonSOLE
02079K107GOOGALPHABET INC$1.3M0.04%7,233CommonSOLE
149123101CATCATERPILLAR INC$1.3M0.04%3,290CommonSOLE
00287Y109ABBVABBVIE INC$1.3M0.04%6,846CommonSOLE
743315103PGRPROGRESSIVE CORP$1.3M0.04%4,715CommonSOLE
278642103EBAYEBAY INC.$1.2M0.04%16,733CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.2M0.04%15,962CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.2M0.04%10,949CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.2M0.04%2,375CommonSOLE
650111107NYTNEW YORK TIMES CO$1.2M0.04%21,523CommonSOLE
437076102HDHOME DEPOT INC$1.2M0.04%3,245CommonSOLE
29358P101ENSGENSIGN GROUP INC$1.2M0.04%7,711CommonSOLE
29605J106ESABESAB CORPORATION$1.1M0.03%9,537CommonSOLE
191216100KOCOCA COLA CO$1.1M0.03%15,973CommonSOLE
646025106NJRNEW JERSEY RES CORP$1.1M0.03%24,881CommonSOLE
69420N700APRPPGIM ROCK ETF TR$1.1M0.03%39,622CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$1.1M0.03%30,395CommonSOLE
219948106CPAYCORPAY INC$1.1M0.03%3,354CommonSOLE
92839U206VCVISTEON CORP$1.1M0.03%11,905CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.1M0.03%10,972CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.1M0.03%30,850CommonSOLE
91879Q109MTNVAIL RESORTS INC$1.1M0.03%6,991CommonSOLE
731068102PIIPOLARIS INC$1.1M0.03%26,909CommonSOLE
G9460G101VALVALARIS LTD$1.1M0.03%25,972CommonSOLE
30161Q104EXELEXELIXIS INC$1.1M0.03%24,793CommonSOLE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$1.1M0.03%37,886CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$1.1M0.03%4,485CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.1M0.03%19,081CommonSOLE
33740U661GJULFIRST TR EXCHNG TRADED FD VI$1.1M0.03%27,184CommonSOLE
74316P587CAFXPROFESIONALLY MANAGED PORTFO$1.1M0.03%42,148CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.1M0.03%18,427CommonSOLE
26884U109EPREPR PPTYS$1.0M0.03%17,694CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.0M0.03%2,205CommonSOLE
77543R102ROKUROKU INC$1.0M0.03%11,550CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$1.0M0.03%5,095CommonSOLE
233051200DBEFDBX ETF TR$1.0M0.03%22,997CommonSOLE
260557103DOWDOW INC$1.0M0.03%37,993CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$976,8570.03%3,314CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$965,3050.03%16,683CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$963,4850.03%3,353CommonSOLE
624756102MLIMUELLER INDS INC$963,4830.03%12,124CommonSOLE
12572Q105CMECME GROUP INC$959,1800.03%3,480CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$945,7530.03%7,365CommonSOLE
16359R103CHECHEMED CORP NEW$933,5090.03%1,917CommonSOLE
46138E362SPHDINVESCO EXCH TRADED FD TR II$929,3700.03%19,541CommonSOLE
79466L302CRMSALESFORCE INC$928,2260.03%3,404CommonSOLE
98978V103ZTSZOETIS INC$917,7540.03%5,885CommonSOLE
302491303FMCFMC CORP$911,2730.03%21,827CommonSOLE
704326107PAYXPAYCHEX INC$897,3720.03%6,169CommonSOLE
931142103WMTWALMART INC$895,6720.03%9,160CommonSOLE
126650100CVSCVS HEALTH CORP$893,8720.03%12,958CommonSOLE
427866108HSYHERSHEY CO$893,6950.03%5,385CommonSOLE
H2906T109GRMNGARMIN LTD$883,7330.03%4,234CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$867,5900.03%5,397CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$846,6520.03%6,567CommonSOLE
512807306LRCXLAM RESEARCH CORP$845,7830.03%8,689CommonSOLE
403949100DINOHF SINCLAIR CORP$845,6940.03%20,587CommonSOLE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$844,3540.03%26,552CommonSOLE
969904101WSMWILLIAMS SONOMA INC$816,2880.02%4,997CommonSOLE
75513E101RTXRTX CORPORATION$809,1710.02%5,542CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$803,3320.02%17,209CommonSOLE
37954Y657PFFDGLOBAL X FDS$801,8220.02%42,582CommonSOLE
882508104TXNTEXAS INSTRS INC$792,2910.02%3,816CommonSOLE
125269100CFCF INDS HLDGS INC$788,4240.02%8,570CommonSOLE
87901J105TGNATEGNA INC$786,2360.02%46,911CommonSOLE
125523100CITHE CIGNA GROUP$779,6450.02%2,358CommonSOLE
92047W101VVVVALVOLINE INC$775,0100.02%20,465CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$773,7320.02%24,887CommonSOLE
857477103STTSTATE STR CORP$773,0210.02%7,269CommonSOLE
16679L109CHWYCHEWY INC$769,7600.02%18,061CommonSOLE
35137L105FOXAFOX CORP$765,1700.02%13,654CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$762,7260.02%13,765CommonSOLE
46434V803HEFAISHARES TR$737,3510.02%19,424CommonSOLE
142339100CSLCARLISLE COS INC$736,7060.02%1,973CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$736,5410.02%3,329CommonSOLE
713448108PEPPEPSICO INC$728,5230.02%5,517CommonSOLE
172908105CTASCINTAS CORP$727,2450.02%3,263CommonSOLE
009158106APDAIR PRODS & CHEMS INC$724,3420.02%2,568CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$709,6930.02%1,306CommonSOLE
464287309IVWISHARES TR$705,6490.02%6,409CommonSOLE
87422Q109TLNTALEN ENERGY CORP$704,5360.02%2,423CommonSOLE
451107106IDAIDACORP INC$700,2040.02%6,065CommonSOLE
166764100CVXCHEVRON CORP NEW$699,9090.02%4,888CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$699,4100.02%15,109CommonSOLE
74624M102PPURE STORAGE INC$698,2150.02%12,126CommonSOLE
90364P105PATHUIPATH INC$696,8060.02%54,438CommonSOLE
26210C104DBXDROPBOX INC$682,1100.02%23,850CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$671,9730.02%4,737CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$669,9260.02%8,591CommonSOLE
092113109BKHBLACK HILLS CORP$664,8970.02%11,852CommonSOLE
122017106BURLBURLINGTON STORES INC$662,7910.02%2,849CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$654,2800.02%63,957CommonSOLE
100557107SAMBOSTON BEER INC$647,4180.02%3,393CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$644,9310.02%3,729CommonSOLE
172967424CCITIGROUP INC$644,1200.02%7,567CommonSOLE
00724F101ADBEADOBE INC$639,1260.02%1,652CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$638,5190.02%3,513CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$634,6930.02%8,540CommonSOLE
22822V101CCICROWN CASTLE INC$633,2860.02%6,165CommonSOLE
65339F101NEENEXTERA ENERGY INC$620,5950.02%8,940CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$619,8590.02%12,879CommonSOLE
281020107EIXEDISON INTL$614,6490.02%11,912CommonSOLE
464287614IWFISHARES TR$604,6240.02%1,424CommonSOLE
G54950103LINLINDE PLC$603,8940.02%1,287CommonSOLE
78409V104SPGIS&P GLOBAL INC$599,9550.02%1,138CommonSOLE
76680R206RNGRINGCENTRAL INC$599,6880.02%21,153CommonSOLE
907818108UNPUNION PAC CORP$596,7150.02%2,594CommonSOLE
546347105LPXLOUISIANA PAC CORP$594,3350.02%6,912CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$586,8600.02%2,194CommonSOLE
00206R102TAT&T INC$584,6130.02%20,201CommonSOLE
464287440IEFISHARES TR$583,5770.02%6,094CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$580,6960.02%7,009CommonSOLE
529043101LXPUSDLXP INDUSTRIAL TRUST$572,8640.02%69,354CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$567,9810.02%1,760CommonSOLE
751212101RLRALPH LAUREN CORP$567,1980.02%2,068CommonSOLE
060505104BACBANK AMERICA CORP$564,5860.02%11,931CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$553,3500.02%20,563CommonSOLE
87612E106TGTTARGET CORP$553,0070.02%5,606CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$544,5670.02%23,292CommonSOLE
464287598IWDISHARES TR$539,8350.02%2,779CommonSOLE
55354G100MSCIMSCI INC$522,6170.02%906CommonSOLE
29414B104EPAMEPAM SYS INC$519,3200.02%2,937CommonSOLE
524682200LRGELEGG MASON ETF INVT$517,6560.02%6,527CommonSOLE
69420N759PBDEPGIM ROCK ETF TR$514,4270.02%18,761CommonSOLE
550021109LULULULULEMON ATHLETICA INC$511,9850.02%2,155CommonSOLE
116794108BRKRBRUKER CORP$509,3730.02%12,363CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$502,9730.02%12,596CommonSOLE
78468R663BILSPDR SERIES TRUST$501,7190.02%5,470CommonSOLE
H50430232LOGILOGITECH INTL S A$499,2670.02%5,539CommonSOLE
20825C104COPCONOCOPHILLIPS$496,6470.02%5,534CommonSOLE
56585A102MPCMARATHON PETE CORP$493,5980.01%2,972CommonSOLE
G87052109TELTE CONNECTIVITY PLC$490,1170.01%2,906CommonSOLE
78464A474SPSBSPDR SERIES TRUST$473,4080.01%15,681CommonSOLE
78464A854SPYMSPDR SERIES TRUST$468,0840.01%6,439CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$463,8680.01%6,757CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$455,5390.01%16,553CommonSOLE
69349H107TXNMTXNM ENERGY INC$454,4720.01%8,069CommonSOLE
690742101OCOWENS CORNING NEW$452,6760.01%3,292CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$451,8230.01%4,278CommonSOLE
33740U729BUFZFIRST TR EXCHNG TRADED FD VI$451,6570.01%18,117CommonSOLE
919794107VLYVALLEY NATL BANCORP$451,3850.01%50,547CommonSOLE
74758T303QLYSQUALYS INC$445,6120.01%3,119CommonSOLE
464288877EFVISHARES TR$442,0120.01%6,963CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$441,3330.01%3,311CommonSOLE
406216101HALHALLIBURTON CO$440,3160.01%21,605CommonSOLE
681919106OMCOMNICOM GROUP INC$436,7330.01%6,071CommonSOLE
254687106DISDISNEY WALT CO$436,5250.01%3,520CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$436,0880.01%3,199CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$433,3560.01%14,740CommonSOLE
780287108RGLDROYAL GOLD INC$430,9060.01%2,423CommonSOLE
78464A508SPYVSPDR SERIES TRUST$427,5230.01%8,168CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$422,2120.01%15,933CommonSOLE
461202103INTUINTUIT$421,3530.01%535CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$419,4330.01%10,799CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$415,0920.01%8,384CommonSOLE
921909768VXUSVANGUARD STAR FDS$407,2060.01%5,894CommonSOLE
81762P102NOWSERVICENOW INC$404,0350.01%393CommonSOLE
46438G471DMAXISHARES TR$402,2750.01%15,592CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$397,9460.01%1,757CommonSOLE
58155Q103MCKMCKESSON CORP$394,9680.01%539CommonSOLE
09260D107BXBLACKSTONE INC$390,5870.01%2,611CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$389,9550.01%1,577CommonSOLE
46436E841IBTHISHARES TR$389,6970.01%17,328CommonSOLE
46436E825IBTJISHARES TR$389,5510.01%17,771CommonSOLE
46436E833IBTIISHARES TR$389,0350.01%17,399CommonSOLE
438516106HONHONEYWELL INTL INC$388,7810.01%1,669CommonSOLE
G29183103ETNEATON CORP PLC$384,2180.01%1,076CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$380,3500.01%671CommonSOLE
464287432TLTISHARES TR$377,2880.01%4,275CommonSOLE
642045108AESIATLAS ENERGY SOLUTIONS INC$376,5930.01%28,167CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$375,5030.01%15,339CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$373,0210.01%604CommonSOLE
464288661IEIISHARES TR$370,7580.01%3,113CommonSOLE
784117103SEICSEI INVTS CO$370,5830.01%4,124CommonSOLE
98389B100XELXCEL ENERGY INC$367,9500.01%5,403CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$367,2350.01%4,136CommonSOLE
37045V100GMGENERAL MTRS CO$365,5040.01%7,427CommonSOLE
60786M105MCMOELIS & CO$365,3200.01%5,862CommonSOLE
09290C509LCTUBLACKROCK ETF TRUST$362,7360.01%5,392CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$358,8700.01%1,164CommonSOLE
201723103CMCCOMMERCIAL METALS CO$355,8560.01%7,276CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$353,2230.01%6,486CommonSOLE
46436E593IBTKISHARES TR$352,0700.01%17,745CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$351,1710.01%7,100CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$350,6630.01%3,252CommonSOLE
969457100WMBWILLIAMS COS INC$350,4620.01%5,580CommonSOLE
46436E460IBTLISHARES TR$349,7900.01%17,063CommonSOLE
46436E858IBTGISHARES TR$348,0670.01%15,180CommonSOLE
46436E866ISHARES TR$347,8540.01%14,891CommonSOLE
904311107UAAUNDER ARMOUR INC$347,8040.01%50,923CommonSOLE
872540109TJXTJX COS INC NEW$345,4970.01%2,798CommonSOLE
50189K103LCIILCI INDS$344,5160.01%3,778CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$339,1060.01%7,206CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$325,4790.01%4,136CommonSOLE
049560105ATOATMOS ENERGY CORP$324,0930.01%2,103CommonSOLE
553530106MSMMSC INDL DIRECT INC$323,5010.01%3,805CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$320,0870.01%789CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$313,6970.01%1,018CommonSOLE
922908751VBVANGUARD INDEX FDS$310,7040.01%1,311CommonSOLE
217204106CPRTCOPART INC$310,3680.01%6,325CommonSOLE
316092816FDMOFIDELITY COVINGTON TRUST$310,2760.01%4,090CommonSOLE
002824100ABTABBOTT LABS$308,6460.01%2,269CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$307,7850.01%26,374CommonSOLE
754907103RYNRAYONIER INC$307,1050.01%13,846CommonSOLE
92936U109WPCWP CAREY INC$307,0010.01%4,921CommonSOLE
97717W505DONWISDOMTREE TR$304,7800.01%6,081CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$303,3220.01%5,402CommonSOLE
040413205ANETARISTA NETWORKS INC$300,7910.01%2,940CommonSOLE
000360206AAONAAON INC$300,1190.01%4,069CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$296,1880.01%3,830CommonSOLE
78463V107GLDSPDR GOLD TR$293,8560.01%964CommonSOLE
464288257ACWIISHARES TR$293,4650.01%2,282CommonSOLE
464289438IWYISHARES TR$293,4460.01%1,190CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$289,7140.01%67,219CommonSOLE
88579Y101MMM3M CO$287,6150.01%1,889CommonSOLE
227046109CROXCROCS INC$283,5840.01%2,800CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$283,1720.01%904CommonSOLE
863667101SYKSTRYKER CORPORATION$281,8360.01%712CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$280,8270.01%2,826CommonSOLE
464288513HYGISHARES TR$280,6580.01%3,480CommonSOLE
745867101PHMPULTE GROUP INC$280,2430.01%2,657CommonSOLE
682680103OKEONEOK INC NEW$276,2760.01%3,384CommonSOLE
036752103ELVELEVANCE HEALTH INC$275,6440.01%709CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$275,6050.01%1,393CommonSOLE
369550108GDGENERAL DYNAMICS CORP$272,0470.01%933CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$267,3430.01%13,073CommonSOLE
440452100HRLHORMEL FOODS CORP$265,1720.01%8,766CommonSOLE
33738D788FTCBFIRST TR EXCHANGE-TRADED FD$262,9720.01%12,487CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$262,3600.01%2,812CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$257,3510.01%2,181CommonSOLE
78464A805SPTMSPDR SERIES TRUST$256,3910.01%3,424CommonSOLE
46434V449IMTMISHARES TR$253,3460.01%5,545CommonSOLE
018522300AEBAALLETE INC$250,8340.01%3,915CommonSOLE
464288760ITAISHARES TR$250,4660.01%1,328CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$250,1640.01%500CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$249,2510.01%3,542CommonSOLE
464287457SHYISHARES TR$243,2920.01%2,936CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$240,8970.01%1,177CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$239,5180.01%538CommonSOLE
770323103RHIROBERT HALF INC.$238,0490.01%5,799CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$237,7920.01%1,091CommonSOLE
09290D101BLKBLACKROCK INC$237,5020.01%226CommonSOLE
126408103CSXCSX CORP$235,7750.01%7,226CommonSOLE
464288570DSIISHARES TR$233,4810.01%2,010CommonSOLE
05379B107AVAAVISTA CORP$231,9120.01%6,111CommonSOLE
371901109GNTXGENTEX CORP$230,7190.01%10,492CommonSOLE
443201108HWMHOWMET AEROSPACE INC$229,0620.01%1,231CommonSOLE
629209305NMIHNMI HLDGS INC$228,3320.01%5,412CommonSOLE
78464A375SPIBSPDR SERIES TRUST$228,1190.01%6,793CommonSOLE
46436E767USXFISHARES TR$227,5640.01%4,220CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$225,6210.01%1,590CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$224,8210.01%17,428CommonSOLE
316092790FQALFIDELITY COVINGTON TRUST$223,8760.01%3,215CommonSOLE
316092782FVALFIDELITY COVINGTON TRUST$223,3410.01%3,497CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$223,1360.01%3,040CommonSOLE
756109104OREALTY INCOME CORP$221,2720.01%3,841CommonSOLE
842587107SOSOUTHERN CO$220,9890.01%2,407CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$220,6410.01%3,517CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$220,5300.01%828CommonSOLE
464287481IWPISHARES TR$219,6760.01%1,584CommonSOLE
78464A284HYMBSPDR SERIES TRUST$219,6720.01%8,865CommonSOLE
89832Q109TFCTRUIST FINL CORP$219,0600.01%5,096CommonSOLE
31428X106FDXFEDEX CORP$218,5840.01%962CommonSOLE
615369105MCOMOODYS CORP$218,5240.01%436CommonSOLE
45781V101IIPRINNOVATIVE INDL PPTYS INC$215,4680.01%3,902CommonSOLE
72201R718LDURPIMCO ETF TR$213,7350.01%2,230CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$212,1640.01%1,138CommonSOLE
257651109DCIDONALDSON INC$210,9630.01%3,042CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$210,1880.01%2,456CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$210,0850.01%297CommonSOLE
G3323L100FNFABRINET$208,3390.01%707CommonSOLE
501889208LKQLKQ CORP$206,1830.01%5,571CommonSOLE
688239201OSKOSHKOSH CORP$203,6910.01%1,794CommonSOLE
464289180EUFNISHARES TR$202,4300.01%6,400CommonSOLE
925652109VICIVICI PPTYS INC$202,3980.01%6,209CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$202,3890.01%989CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$202,3100.01%7,532CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$201,7290.01%6,306CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$200,5480.01%800CommonSOLE
929042109VNOVORNADO RLTY TR$195,5210.01%5,113CommonSOLE
534187109LNCLINCOLN NATL CORP IND$193,4490.01%5,591CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$188,9940.01%9,004CommonSOLE
G0250X107AMCRAMCOR PLC$185,0940.01%20,141CommonSOLE
693506107PPGPPG INDS INC$180,8630.01%1,590CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP$160,7060.00%7,620CommonSOLE
50012A108KGSKODIAK GAS SVCS INC$157,4020.00%4,593CommonSOLE
023608102AEEAMEREN CORP$150,4950.00%1,567CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$146,0630.00%6,819CommonSOLE
84857L101SRSPIRE INC$144,7390.00%1,983CommonSOLE
52110M109LAZLAZARD INC$142,1170.00%2,962CommonSOLE
052800109ALVAUTOLIV INC$141,6650.00%1,266CommonSOLE
637417106NNNNNN REIT INC$141,4150.00%3,275CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$139,1940.00%684CommonSOLE
00130H105AESAES CORP$138,8210.00%13,196CommonSOLE
008492100ADCAGREE RLTY CORP$137,4260.00%1,881CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$114,0400.00%2,223CommonSOLE
55305B101MHOM/I HOMES INC$113,2410.00%1,010CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$110,6590.00%10,381CommonSOLE
32051X108FHBFIRST HAWAIIAN INC$109,8490.00%4,401CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$107,9420.00%2,963CommonSOLE
38526M106LOPEGRAND CANYON ED INC$102,2490.00%541CommonSOLE
29530P102ERIEERIE INDTY CO$101,9560.00%294CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$100,5350.00%3,041CommonSOLE
69318G106PBFPBF ENERGY INC$99,6600.00%4,599CommonSOLE
229663109CUBECUBESMART$92,5650.00%2,178CommonSOLE
42226K105HRHEALTHCARE RLTY TR$89,2600.00%5,628CommonSOLE
384109104GGGGRACO INC$88,8930.00%1,034CommonSOLE
057665200BCPCBALCHEM CORP$86,9230.00%546CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$84,7390.00%280CommonSOLE
52468L505LVHILEGG MASON ETF INVT$82,8720.00%2,546CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$78,7680.00%3,349CommonSOLE
86272C103STRASTRATEGIC ED INC$75,9360.00%892CommonSOLE
87612G101TRGPTARGA RES CORP$69,9800.00%402CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$68,6650.00%65CommonSOLE
464287648IWOISHARES TR$62,8890.00%220CommonSOLE
626755102MUSAMURPHY USA INC$62,6470.00%154CommonSOLE
911718104CPERUNITED STS COMMODITY INDEX F$57,1100.00%1,805CommonSOLE
018802108LNTALLIANT ENERGY CORP$56,6000.00%936CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$56,3630.00%759CommonSOLE
314211103FHIFEDERATED HERMES INC$55,4000.00%1,250CommonSOLE
G491BT108IVZINVESCO LTD$54,2960.00%3,443CommonSOLE
464287630IWNISHARES TR$53,1650.00%337CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$49,7360.00%322CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$48,0660.00%1,550CommonSOLE
G97822103PRGOPERRIGO CO PLC$47,1880.00%1,766CommonSOLE
500754106KHCKRAFT HEINZ CO$45,4170.00%1,759CommonSOLE
500643200KFYKORN FERRY$42,4580.00%579CommonSOLE
887389104TKRTIMKEN CO$42,0060.00%579CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$41,3940.00%925CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$41,1410.00%339CommonSOLE
343498101FLOFLOWERS FOODS INC$40,9410.00%2,562CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$40,2760.00%547CommonSOLE
828730200SFNCSIMMONS 1ST NATL CORP$40,1000.00%2,115CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$38,5580.00%2,091CommonSOLE
74051N1022655957DPREMIER INC$37,0180.00%1,688CommonSOLE
23345M107DTMDT MIDSTREAM INC$35,1710.00%320CommonSOLE
49446R109KIMKIMCO RLTY CORP$35,0400.00%1,667CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$34,4860.00%2,532CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$34,4500.00%1,625CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$31,6950.00%694CommonSOLE
047649108ATKRATKORE INC$31,4650.00%446CommonSOLE
29476L107EQREQUITY RESIDENTIAL$30,2360.00%448CommonSOLE
42704L104HRIHERC HLDGS INC$29,8940.00%227CommonSOLE
52468L877SQLVLEGG MASON ETF INVT$29,7910.00%730CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$29,0780.00%325CommonSOLE

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.