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Breakwater Capital Group

Q2 2026 · 13F-HR

Breakwater Capital Groupholdings as filed

Filed 2026-07-08 · accession 0001964309-26-000003

$833.3M
Reported value
377
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$32.1M3.85%444,100CommonNONE
921910840MGVVANGUARD WORLD FD$26.0M3.12%158,867CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$24.1M2.89%446,062CommonNONE
037833100AAPLAPPLE INC$24.1M2.89%83,246CommonNONE
464287614IWFISHARES TR$23.5M2.82%189,130CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$20.9M2.50%98,099CommonNONE
464287200IVVISHARES TR$19.1M2.29%25,487CommonNONE
092528603BINCBLACKROCK ETF TRUST II$17.5M2.10%333,556CommonNONE
922908744VTVVANGUARD INDEX FDS$16.4M1.97%75,479CommonNONE
46434V456IQLTISHARES TR$15.2M1.82%306,866CommonNONE
464287598IWDISHARES TR$14.9M1.79%61,515CommonNONE
72201R585PYLDPIMCO ETF TR$11.9M1.43%449,562CommonNONE
922908363VOOVANGUARD INDEX FDS$11.0M1.32%15,978CommonNONE
78464A409SPYGSPDR SERIES TRUST$10.7M1.28%89,548CommonNONE
46435G474FALNISHARES TR$10.5M1.26%385,762CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$10.1M1.22%326,127CommonNONE
808524748FNDCSCHWAB STRATEGIC TR$9.3M1.11%190,984CommonNONE
46138E743PXFINVESCO EXCH TRADED FD TR II$9.0M1.08%118,700CommonNONE
594918104MSFTMICROSOFT CORP$8.6M1.04%23,177CommonNONE
46138E644IPKWINVESCO EXCH TRADED FD TR II$8.4M1.01%148,995CommonNONE
19762B202XCEMCOLUMBIA ETF TR II$8.3M1.00%157,429CommonNONE
464287622IWBISHARES TR$7.9M0.95%19,355CommonNONE
922020805VTIPVANGUARD MALVERN FDS$7.2M0.86%143,329CommonNONE
023135106AMZNAMAZON COM INC$7.0M0.84%29,435CommonNONE
46138G300XSHQINVESCO EXCH TRADED FD TR II$6.8M0.81%139,859CommonNONE
46432F339QUALISHARES TR$6.6M0.79%29,944CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$6.4M0.77%149,813CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$6.2M0.75%12,643CommonNONE
46435U861DIVBISHARES TR$6.2M0.74%100,714CommonNONE
46435G219IGEBISHARES TR$6.1M0.74%135,818CommonNONE
67066G104NVDANVIDIA CORPORATION$6.1M0.73%30,471CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$6.0M0.72%61,865CommonNONE
97717W570EZMWISDOMTREE TR$5.9M0.71%77,786CommonNONE
02079K107GOOGALPHABET INC$5.8M0.69%16,368CommonNONE
31609A206FESMFIDELITY COVINGTON TRUST$5.7M0.68%117,082CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$5.6M0.68%136,478CommonNONE
132061201SYLDCAMBRIA ETF TR$5.5M0.66%70,058CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$5.4M0.65%100,377CommonNONE
464287507IJHISHARES TR$5.4M0.64%69,519CommonNONE
78464A375SPIBSPDR SERIES TRUST$5.3M0.64%158,652CommonNONE
464288885EFGISHARES TR$5.2M0.62%41,485CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$5.1M0.62%7,297CommonNONE
464287663IUSVISHARES TR$4.9M0.59%44,873CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$4.9M0.59%29,037CommonNONE
921910816MGKVANGUARD WORLD FD$4.7M0.57%53,888CommonNONE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$4.7M0.56%95,391CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4.6M0.55%14,004CommonNONE
464288638IGIBISHARES TR$4.4M0.53%83,172CommonNONE
464287309IVWISHARES TR$4.2M0.51%30,742CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$4.2M0.50%5,609CommonNONE
464287804IJRISHARES TR$4.2M0.50%28,193CommonNONE
78464A144SPBOSPDR SERIES TRUST$4.1M0.49%140,249CommonNONE
47103U845JAAAJANUS DETROIT STR TR$4.1M0.49%80,613CommonNONE
68389X105ORCLORACLE CORP$4.1M0.49%27,679CommonNONE
30231G102XOMEXXON MOBIL CORP$3.9M0.47%28,358CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$3.8M0.46%46,448CommonNONE
78468R853SPSMSPDR SERIES TRUST$3.8M0.46%65,762CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.8M0.45%7,525CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$3.7M0.44%91,641CommonNONE
92189F437ANGLVANECK ETF TRUST$3.6M0.43%122,499CommonNONE
02079K305GOOGLALPHABET INC$3.5M0.42%9,846CommonNONE
47103U209JSMDJANUS DETROIT STR TR$3.4M0.41%33,997CommonNONE
78464A847SPMDSPDR SERIES TRUST$3.4M0.41%50,245CommonNONE
46429B747STIPISHARES TR$3.3M0.40%32,705CommonNONE
808524763FNDASCHWAB STRATEGIC TR$3.3M0.40%86,975CommonNONE
532457108LLYELI LILLY & CO$3.3M0.39%2,741CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$3.3M0.39%58,931CommonNONE
78464A870XBISPDR SERIES TRUST$3.1M0.37%19,656CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$3.0M0.36%20,898CommonNONE
09254X101MUJBLACKROCK MUNIHLDGS NJ QLTY$3.0M0.35%239,996CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$3.0M0.35%24,147CommonNONE
46138E214IDHQINVESCO EXCH TRADED FD TR II$2.9M0.34%65,396CommonNONE
78464A508SPYVSPDR SERIES TRUST$2.8M0.34%46,573CommonNONE
69344A206PHYLPGIM ETF TR$2.8M0.34%80,731CommonNONE
369604301GEGE AEROSPACE$2.8M0.34%7,513CommonNONE
464288273SCZISHARES TR$2.7M0.32%32,889CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$2.7M0.32%28,908CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$2.6M0.32%8,813CommonNONE
69344A834PAAAPGIM ETF TR$2.5M0.30%48,283CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$2.4M0.29%47,874CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$2.4M0.29%60,162CommonNONE
464287705IJJISHARES TR$2.4M0.29%16,288CommonNONE
369550108GDGENERAL DYNAMICS CORP$2.4M0.29%6,780CommonNONE
172967424CCITIGROUP INC$2.3M0.28%16,762CommonNONE
46090E103QQQINVESCO QQQ TR$2.3M0.28%3,145CommonNONE
746729300PVALPUTNAM ETF TRUST$2.3M0.28%45,216CommonNONE
464288877EFVISHARES TR$2.3M0.28%29,966CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$2.2M0.27%54,889CommonNONE
060505104BACBANK OF AMER CORP$2.2M0.26%38,628CommonNONE
921937819BIVVANGUARD BD INDEX FDS$2.2M0.26%28,648CommonNONE
092528876BRTRBLACKROCK ETF TRUST II$2.2M0.26%43,298CommonNONE
74348A467NOBLPROSHARES TR$2.2M0.26%38,687CommonNONE
97717W844DNLWISDOMTREE TR$2.1M0.26%46,237CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.1M0.26%29,879CommonNONE
72201R866MUNIPIMCO ETF TR$2.1M0.25%39,868CommonNONE
46435G409IVLUISHARES TR$2.1M0.25%50,019CommonNONE
46434G822EWJISHARES INC$2.1M0.25%22,225CommonNONE
149123101CATCATERPILLAR INC$2.1M0.25%1,946CommonNONE
922908611VBRVANGUARD INDEX FDS$2.1M0.25%8,529CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$2.0M0.25%18,004CommonNONE
92189H748CLOIVANECK ETF TRUST$2.0M0.25%38,688CommonNONE
36828A101GEVGE VERNOVA INC$2.0M0.25%1,743CommonNONE
922908736VUGVANGUARD INDEX FDS$2.0M0.24%23,478CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$2.0M0.24%14,650CommonNONE
464288414MUBISHARES TR$2.0M0.24%18,373CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$1.9M0.23%18,912CommonNONE
922908769VTIVANGUARD INDEX FDS$1.9M0.23%5,204CommonNONE
92826C839VVISA INC$1.8M0.22%5,337CommonNONE
30303M102METAMETA PLATFORMS INC$1.8M0.22%3,232CommonNONE
931142103WMTWALMART INC$1.8M0.21%15,747CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.8M0.21%1,545CommonNONE
46434V266ISCFISHARES TR$1.8M0.21%40,916CommonNONE
437076102HDHOME DEPOT INC$1.8M0.21%4,994CommonNONE
670928100NUVNUVEEN MUN VALUE FD INC$1.8M0.21%189,868CommonNONE
46429B689EFAVISHARES TR$1.7M0.20%19,053CommonNONE
G29183103ETNEATON CORP PLC$1.7M0.20%3,900CommonNONE
46138J742IUSINVESCO EXCH TRD SLF IDX FD$1.6M0.20%25,072CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$1.6M0.20%18,154CommonNONE
97717W802DTHWISDOMTREE TR$1.6M0.20%30,138CommonNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$1.6M0.20%138,718CommonNONE
717081103PFEPFIZER INC$1.6M0.19%66,911CommonNONE
808524730FNDESCHWAB STRATEGIC TR$1.6M0.19%40,206CommonNONE
949746101WMT2WELLS FARGO & CO$1.6M0.19%19,230CommonNONE
617446448MSMORGAN STANLEY$1.6M0.19%7,596CommonNONE
478160104JNJJOHNSON & JOHNSON$1.5M0.18%6,036CommonNONE
67066V101NADNUVEEN QUALITY MUNCP INCOME$1.5M0.18%125,400CommonNONE
00287Y109ABBVABBVIE INC$1.5M0.18%5,987CommonNONE
65339F101NEENEXTERA ENERGY INC$1.5M0.18%17,079CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$1.5M0.18%16,687CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$1.5M0.18%43,269CommonNONE
78464A284HYMBSPDR SERIES TRUST$1.5M0.17%57,037CommonNONE
46432F834IXUSISHARES TR$1.4M0.17%14,749CommonNONE
458140100INTCINTEL CORP$1.4M0.17%9,954CommonNONE
58933Y105MRKMERCK & CO INC$1.4M0.16%10,650CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.3M0.16%24,741CommonNONE
17275R102CSCOCISCO SYS INC$1.3M0.16%11,280CommonNONE
872540109TJXTJX COS INC NEW$1.3M0.16%8,718CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.3M0.16%6,886CommonNONE
46434G764EMXCISHARES INC$1.3M0.16%12,714CommonNONE
244199105DEDEERE & CO$1.3M0.15%2,013CommonNONE
46137V456XMVMINVESCO EXCHANGE TRADED FD T$1.3M0.15%17,827CommonNONE
45687V106IRINGERSOLL RAND INC$1.3M0.15%15,331CommonNONE
46432F842IEFAISHARES TR$1.3M0.15%12,945CommonNONE
316092790FQALFIDELITY COVINGTON TRUST$1.2M0.15%15,308CommonNONE
03463K745AOHYANGEL OAK FUNDS TRUST$1.2M0.15%112,254CommonNONE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$1.2M0.15%13,031CommonNONE
92189F387SHYDVANECK ETF TRUST$1.2M0.15%53,200CommonNONE
464289446IWLISHARES TR$1.2M0.15%6,535CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.14%4,269CommonNONE
90139K100QLTYGMO ETF TRUST$1.2M0.14%28,539CommonNONE
11135F101AVGOBROADCOM INC$1.2M0.14%3,126CommonNONE
09255E102MYNBLACKROCK MUNIYIELD N Y QUAL$1.2M0.14%116,243CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1.2M0.14%4,768CommonNONE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$1.2M0.14%110,775CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$1.2M0.14%5,473CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.2M0.14%22,806CommonNONE
78468R861TIPXSPDR SERIES TRUST$1.1M0.14%60,437CommonNONE
038222105AMATAPPLIED MATLS INC$1.1M0.14%1,563CommonNONE
464287465EFAISHARES TR$1.1M0.13%10,800CommonNONE
464287606IJKISHARES TR$1.1M0.13%9,531CommonNONE
46138E420EQALINVESCO EXCH TRADED FD TR II$1.1M0.13%18,538CommonNONE
464287499IWRISHARES TR$1.1M0.13%9,950CommonNONE
88160R101TSLATESLA INC$1.1M0.13%2,560CommonNONE
464287655IWMISHARES TR$1.1M0.13%3,544CommonNONE
747525103QCOMQUALCOMM INC$1.1M0.13%5,754CommonNONE
00206R102TAT&T INC$1.1M0.13%50,818CommonNONE
46435U796SYSBISHARES TR$1.0M0.13%11,744CommonNONE
922908629VOVANGUARD INDEX FDS$1.0M0.12%12,879CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$1.0M0.12%2,120CommonNONE
46432F388VLUEISHARES TR$1.0M0.12%5,042CommonNONE
46138E693PFIGINVESCO EXCH TRADED FD TR II$992,0100.12%41,472CommonNONE
35671D857FCXFREEPORT MCMORAN INC$991,7910.12%15,770CommonNONE
922908637VVVANGUARD INDEX FDS$989,7730.12%2,878CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$989,4860.12%1,992CommonNONE
46436E403GARPISHARES TR$969,1670.12%11,740CommonNONE
75513E101RTXRTX CORPORATION$958,5160.12%5,052CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$956,7560.11%946CommonNONE
N07059210ASMLASML HLDG NV$946,9730.11%476CommonNONE
025072372AVESAMERICAN CENTY ETF TR$943,7870.11%14,387CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$941,0830.11%1,006CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$937,4680.11%8,305CommonNONE
670695105NUWNUVEEN AMT-FREE MUN VALUE FD$908,8880.11%63,205CommonNONE
166764100CVXCHEVRON CORPORATION$905,8780.11%5,465CommonNONE
46137V548PIDINVESCO EXCHANGE TRADED FD T$904,0280.11%40,722CommonNONE
842587107SOSOUTHERN CO$892,2750.11%9,323CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$872,9310.10%12,917CommonNONE
209115104EDCONSOLIDATED EDISON INC$850,2720.10%7,686CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$837,6720.10%1,442CommonNONE
548661107LOWLOWES COS INC$813,8290.10%3,691CommonNONE
46435U374EWJVISHARES TR$812,6280.10%18,485CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$808,4000.10%1,945CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$805,0530.10%25,388CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$796,5440.10%5,163CommonNONE
922907712VCRMVANGUARD MUN BD FDS$791,5040.09%10,360CommonNONE
345370860FFORD MTR CO$787,0740.09%56,624CommonNONE
833445109SNOWSNOWFLAKE INC$785,8960.09%3,088CommonNONE
040413205ANETARISTA NETWORKS INC$782,9770.09%4,609CommonNONE
031162100AMGNAMGEN INC$780,3690.09%2,155CommonNONE
921935508VFMOVANGUARD WELLINGTON FD$776,4750.09%3,112CommonNONE
316092527FSMDFIDELITY COVINGTON TRUST$745,8720.09%14,113CommonNONE
46138E727PXHINVESCO EXCH TRADED FD TR II$733,4670.09%26,308CommonNONE
316092618FDHYFIDELITY COVINGTON TRUST$730,8410.09%14,906CommonNONE
67062F100NXPNUVEEN SELECT TAX-FREE INCOM$720,3220.09%50,337CommonNONE
464287440IEFISHARES TR$715,8950.09%7,570CommonNONE
06742C723ATMPBARCLAYS BANK PLC$714,6260.09%20,700CommonNONE
097023105BABOEING CO$713,0520.09%3,294CommonNONE
219350105GLWCORNING INC$707,2860.08%2,769CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$705,9310.08%16,673CommonNONE
254687106DISDISNEY WALT CO$701,9480.08%7,293CommonNONE
025072190AVDSAMERICAN CENTY ETF TR$684,1130.08%9,090CommonNONE
92189H409HYDVANECK ETF TRUST$679,3650.08%13,189CommonNONE
922907696VSDMVANGUARD MUN BD FDS$679,2480.08%8,864CommonNONE
46434G103IEMGISHARES INC$676,3060.08%8,164CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$648,6750.08%3,502CommonNONE
464287879IJSISHARES TR$644,5620.08%4,716CommonNONE
863667101SYKSTRYKER CORPORATION$637,5510.08%2,025CommonNONE
088606108BHPBHP BILLITON LIMITED$635,4050.08%7,627CommonNONE
025816109AXPAMERICAN EXPRESS CO$632,1890.08%1,869CommonNONE
82509L107SHOPSHOPIFY INC$629,2460.08%5,511CommonNONE
512807306LRCXLAM RESEARCH CORP$613,5950.07%1,416CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$601,5970.07%13,064CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$597,1750.07%7,358CommonNONE
191216100KOCOCA COLA CO$591,2890.07%7,276CommonNONE
464287168DVYISHARES TR$590,3450.07%3,777CommonNONE
092528504CLOABLACKROCK ETF TRUST II$590,3120.07%11,372CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$585,6970.07%14,595CommonNONE
46434V621DGROISHARES TR$585,2390.07%7,722CommonNONE
57636Q104MAMASTERCARD INCORPORATED$581,4010.07%1,132CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$575,8310.07%2,434CommonNONE
46432F396MTUMISHARES TR$572,2470.07%1,669CommonNONE
494368103KMBKIMBERLY-CLARK CORP$559,7170.07%5,099CommonNONE
74762E102QUREQUANTA SVCS INC$554,4310.07%770CommonNONE
922908652VXFVANGUARD INDEX FDS$550,8410.07%2,237CommonNONE
922020755VPLSVANGUARD MALVERN FDS$550,3230.07%7,094CommonNONE
64110L106NFLXNETFLIX INC.$549,0660.07%7,690CommonNONE
316773100FITBFIFTH THIRD BANCORP$545,1930.07%9,672CommonNONE
G0593M107AZNASTRAZENECA PLC$543,4510.07%2,866CommonNONE
79466L302CRMSALESFORCE INC$541,5970.06%3,457CommonNONE
464288620USIGISHARES TR$541,4170.06%10,556CommonNONE
72201R635MINOPIMCO ETF TR$539,6480.06%11,793CommonNONE
713448108PEPPEPSICO INC$536,1990.06%3,960CommonNONE
25861R808DABSDOUBLELINE ETF TRUST$530,8540.06%10,475CommonNONE
464287887IJTISHARES TR$528,2990.06%2,958CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$520,0000.06%4,168CommonNONE
921909768VXUSVANGUARD STAR FDS$514,5640.06%6,019CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$511,8900.06%4,044CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$507,8830.06%5,736CommonNONE
97717Y774DWMFWISDOMTREE TR$507,6470.06%14,953CommonNONE
G54950103LINLINDE PLC$504,9290.06%973CommonNONE
539830109LMTLOCKHEED MARTIN CORP$503,3460.06%988CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$502,8830.06%6,969CommonNONE
464287473IWSISHARES TR$500,2190.06%3,039CommonNONE
032654105ADIANALOG DEVICES INC$496,8600.06%1,251CommonNONE
55261F104MTBM & T BK CORP$490,5390.06%2,061CommonNONE
02209S103MOALTRIA GROUP INC$490,1230.06%6,812CommonNONE
31609A503FMDEFIDELITY COVINGTON TRUST$486,4270.06%11,987CommonNONE
064058100BKBANK OF NY MELLON CORP$485,0220.06%3,354CommonNONE
742718109PGPROCTER & GAMBLE CO$481,3470.06%3,283CommonNONE
670656107NRKNUVEEN NY AMT FREE$472,6020.06%44,086CommonNONE
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316092501FNCLFIDELITY COVINGTON TRUST$456,7570.05%5,966CommonNONE
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46435G250HYDBISHARES TR$452,3130.05%9,671CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$450,5430.05%1,814CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$449,2590.05%9,876CommonNONE
61774R841EVTRMORGAN STANLEY ETF TRUST$449,0370.05%8,855CommonNONE
907818108UNPUNION PAC CORP$431,9360.05%1,588CommonNONE
337932107FEFIRSTENERGY CORP$420,5760.05%8,847CommonNONE
58155Q103MCKMCKESSON CORP$419,3580.05%555CommonNONE
464287523SOXXISHARES TR$406,2420.05%634CommonNONE
718546104PSXPHILLIPS 66$406,0580.05%2,402CommonNONE
24823R105DNLIDENALI THERAPEUTICS INC$401,2580.05%15,601CommonNONE
46266C105IQVIQVIA HLDGS INC$400,5450.05%2,073CommonNONE
872590104TMUST-MOBILE US INC$397,6880.05%2,371CommonNONE
904767803ULUNILEVER PLC$395,7700.05%6,583CommonNONE
14040H105COFCAPITAL ONE FINL CORP$395,7480.05%1,973CommonNONE
H1467J104CBCHUBB LIMITED$393,8950.05%1,156CommonNONE
464287408IVEISHARES TR$393,0410.05%1,731CommonNONE
47103U852JMBSJANUS DETROIT STR TR$387,4540.05%8,612CommonNONE
57686G105MATXMATSON INC$384,4600.05%2,000CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$380,8760.05%1,703CommonNONE
922908751VBVANGUARD INDEX FDS$379,9630.05%1,254CommonNONE
464287481IWPISHARES TR$379,6410.05%2,593CommonNONE
464288604ISCGISHARES TR$372,9880.04%5,691CommonNONE
780259305SHELSHELL PLC$360,4190.04%4,648CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$355,5390.04%1,077CommonNONE
92204A405VFHVANGUARD WORLD FD$355,4520.04%2,701CommonNONE
09290D101BLKBLACKROCK INC$352,8930.04%367CommonNONE
78464A359CWBSPDR SERIES TRUST$346,1020.04%3,210CommonNONE
464288778IATISHARES TR$345,3900.04%5,552CommonNONE
G0176J109ALLEALLEGION PLC$339,2830.04%2,415CommonNONE
23282W605CYTKCYTOKINETICS INC$335,7340.04%3,941CommonNONE
718172109PMPHILIP MORRIS INTL INC$334,6840.04%1,850CommonNONE
749685103RPMRPM INTL INC$333,4500.04%3,000CommonNONE
38149W549GMUBGOLDMAN SACHS ETF TR$332,1480.04%6,457CommonNONE
025072166AVNVAMERICAN CENTY ETF TR$329,5820.04%3,993CommonNONE
051774107AURAURORA INNOVATION INC$329,0450.04%48,247CommonNONE
29287L700FLXRTCW ETF TRUST$328,3050.04%8,373CommonNONE
464287564ICFISHARES TR$325,4360.04%4,812CommonNONE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$322,7320.04%4,136CommonNONE
482480100KLACKLA CORP$319,8130.04%1,060CommonNONE
911312106UPSUNITED PARCEL SVCS INC$319,7050.04%2,974CommonNONE
381430438GSEWGOLDMAN SACHS ETF TR$318,0070.04%3,368CommonNONE
31428X106FDXFEDEX CORP$314,3830.04%1,004CommonNONE
91913Y100VLOVALERO ENERGY CORP$310,0720.04%1,191CommonNONE
988498101YUMYUM BRANDS INC$309,6490.04%1,937CommonNONE
125523100CITHE CIGNA GROUP$309,0370.04%1,121CommonNONE
235851102DHRDANAHER CORP DEL$305,3390.04%1,603CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$303,1370.04%1,007CommonNONE
773903109ROKROCKWELL AUTOMATION INC$301,9990.04%610CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$300,6350.04%2,442CommonNONE
921932794VIOGVANGUARD ADMIRAL FDS INC$298,7310.04%1,947CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$296,0710.04%6,937CommonNONE
808524649SCMBSCHWAB STRATEGIC TR$291,9980.04%11,309CommonNONE
247361702DALDELTA AIR LINES INC$289,1280.03%3,087CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$285,6000.03%570CommonNONE
G6683N103NUNU HLDGS LTD$284,1140.03%21,266CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$282,2800.03%7,679CommonNONE
09260D107BXBLACKSTONE INC$276,8780.03%2,353CommonNONE
G4253H101JHXJAMES HARDIE INDS PLC$273,0570.03%10,430CommonNONE
31624J745FHEQFIDELITY GREENWOOD STREET TR$270,8820.03%8,226CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$269,4610.03%2,744CommonNONE
97717X131IQDGWISDOMTREE TR$268,6900.03%6,237CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$267,4340.03%3,646CommonNONE
580135101MCDMCDONALDS CORP$258,4160.03%956CommonNONE
74316P579AKREPROFESIONALLY MANAGED PORTFO$258,1130.03%4,853CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$257,5390.03%2,195CommonNONE
00724F101ADBEADOBE INC$257,5050.03%1,256CommonNONE
67062M105NNYNUVEEN N Y MUN VALUE FD$257,0080.03%29,406CommonNONE
55826T102SPHRSPHERE ENTERTAINMENT CO$256,9500.03%1,485CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$253,8380.03%1,523CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$252,4950.03%4,188CommonNONE
464287515IGVISHARES TR$250,4180.03%2,764CommonNONE
218352102CORTCORCEPT THERAPEUTICS INC$246,2420.03%2,832CommonNONE
464288588MBBISHARES TR$245,5160.03%2,598CommonNONE
464288240ACWXISHARES TR$245,3790.03%3,224CommonNONE
075887109BDXBECTON DICKINSON & CO$241,0690.03%1,593CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$241,0610.03%418CommonNONE
97717W315DEMWISDOMTREE TR$238,9350.03%4,442CommonNONE
78409V104SPGIS&P GLOBAL INC$237,8400.03%584CommonNONE
09255G107MPABLACKROCK MUNIYIELD PA QUALI$237,8260.03%20,917CommonNONE
464287242LQDISHARES TR$237,5540.03%2,178CommonNONE
20825C104COPCONOCOPHILLIPS$236,6130.03%2,276CommonNONE
94106L109WMWASTE MGMT INC DEL$236,4760.03%1,061CommonNONE
78646V107SAFESAFEHOLD INC$236,3530.03%15,054CommonNONE
891160509TDTORONTO DOMINION BK ONT$235,9380.03%1,943CommonNONE
G51502105JCIJOHNSON CONTROLS INTERNATION$234,5070.03%1,605CommonNONE
464288307IMCGISHARES TR$232,4800.03%2,365CommonNONE
037833100AAPLAPPLE INC$231,4880.03%800PUTNONE
46138G599IBBQINVESCO EXCH TRADED FD TR II$230,6780.03%7,063CommonNONE
19247L106RQICOHEN & STEERS QUALITY INCOM$228,9290.03%18,597CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$228,6100.03%1,671CommonNONE
002824100ABTABBOTT LABORATORIES$225,0350.03%2,480CommonNONE
594918104MSFTMICROSOFT CORP$223,8120.03%600PUTNONE
461202103INTUINTUIT$223,7310.03%857CommonNONE
919794107VLYVALLEY NATL BANCORP$221,7570.03%15,137CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$221,4730.03%9,936CommonNONE
76029N106REPLREPLIMUNE GROUP INC$220,2930.03%19,900CommonNONE
31609A107FELVFIDELITY COVINGTON TRUST$218,8700.03%5,459CommonNONE
74340W103PLDPROLOGIS INC.$217,9710.03%1,609CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$217,3640.03%1,370CommonNONE
942622200WSOWATSCO INC$216,7000.03%520CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$215,8850.03%1,778CommonNONE
65473P105NINISOURCE INC$215,4970.03%4,532CommonNONE
46434V449IMTMISHARES TR$213,1070.03%3,996CommonNONE
45073V108ITTITT INC$212,9880.03%1,077CommonNONE
29364G103ETRENTERGY CORP NEW$210,8830.03%1,836CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$210,3710.03%3,651CommonNONE
46429B697USMVISHARES TR$210,1860.03%2,179CommonNONE
97717X669DGRWWISDOMTREE TR$206,6350.02%2,161CommonNONE
231021106CMICUMMINS INC$203,2650.02%285CommonNONE
806407102HSICSCHEIN HENRY INC$200,4480.02%2,400CommonNONE
67066X107NANNUVEEN NY DIVI ADV$153,6980.02%13,103CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$122,4650.01%21,006CommonNONE
880192109TEITEMPLETON EMERGING MKTS INCO$114,5800.01%17,000CommonNONE
75629V104RXRXRECURSION PHARMACEUTICALS IN$37,0270.00%10,089CommonNONE
747525103QCOMQUALCOMM INC$18,4790.00%100PUTNONE

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.