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INSIGNEO ADVISORY SERVICES, LLC

Q4 2023 · 13F-HR

INSIGNEO ADVISORY SERVICES, LLCholdings as filed

Filed 2024-02-14 · accession 0001964958-24-000001

$710.1M
Reported value
436
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$75.4M10.6%391,531CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$34.0M4.79%71,240CommonSOLE
594918104MSFTMICROSOFT CORP$31.1M4.38%82,630CommonSOLE
023135106AMZNAMAZON COM INC$30.7M4.33%202,333CommonSOLE
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46090E103QQQINVESCO QQQ TR$15.8M2.23%38,667CommonSOLE
02079K305GOOGLALPHABET INC$13.4M1.89%95,975CommonSOLE
67066G104NVDANVIDIA CORPORATION$12.2M1.71%24,551CommonSOLE
30303M102METAMETA PLATFORMS INC$12.1M1.70%34,119CommonSOLE
88160R101TSLATESLA INC$11.4M1.61%45,900CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$8.2M1.15%147,393CommonSOLE
02079K107GOOGALPHABET INC$8.0M1.13%56,745CommonSOLE
464287234EEMISHARES INC$7.6M1.06%187,766CommonSOLE
922908363VOOVANGUARD WORLD FDS$7.4M1.05%17,015CommonSOLE
464287655IWMISHARES INC$7.4M1.04%36,904CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$6.6M0.93%38,670CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$5.4M0.76%10CommonSOLE
92826C839VVISA INC$5.4M0.76%20,745CommonSOLE
438516106HONHONEYWELL INTL INC$5.2M0.74%25,031CommonSOLE
060505104BACBK OF AMERICA CORP$5.1M0.72%151,020CommonSOLE
91912E105VALEVALE S A$4.7M0.67%298,457CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$4.7M0.66%10,972CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$4.5M0.64%271,170CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.4M0.62%8,405CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$4.4M0.62%52,561CommonSOLE
437076102HDHOME DEPOT INC$4.3M0.61%12,496CommonSOLE
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09260D107BXBLACKSTONE INC$4.2M0.59%32,229CommonSOLE
254687106DISDISNEY WALT CO$4.1M0.58%45,402CommonSOLE
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30231G102XOMEXXON MOBIL CORP$3.5M0.50%35,382CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.5M0.49%22,315CommonSOLE
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58733R102MELIMERCADOLIBRE INC$3.3M0.46%2,076CommonSOLE
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56585A102MPCMARATHON PETE CORP$3.0M0.42%20,076CommonSOLE
46434G822EWJISHARES INC$3.0M0.42%46,145CommonSOLE
166764100CVXCHEVRON CORP NEW$2.9M0.41%19,289CommonSOLE
46432F388VLUEISHARES INC$2.8M0.40%28,154CommonSOLE
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007903107AMDADVANCED MICRO DEVICES INC$2.8M0.40%19,059CommonSOLE
79466L302CRMSALESFORCE INC$2.8M0.39%10,590CommonSOLE
191216100KOCOCA COLA CO$2.8M0.39%46,816CommonSOLE
532457108LLYLILLY ELI & CO$2.7M0.38%4,637CommonSOLE
45687V106IRINGERSOLL RAND INC$2.7M0.38%34,914CommonSOLE
097023105BABOEING CO$2.7M0.38%10,289CommonSOLE
58933Y105MRKMERCK & CO INC$2.7M0.38%24,376CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.7M0.37%18,126CommonSOLE
62914V106NIONIO INC$2.7M0.37%292,702CommonSOLE
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82509L107SHOPSHOPIFY INC$2.6M0.37%33,711CommonSOLE
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780259305SHELSHELL PLC$2.5M0.35%37,982CommonSOLE
46434V738IEURISHARES INC$2.4M0.34%44,442CommonSOLE
92204A702VGTVANGUARD WORLD FDS$2.3M0.33%4,833CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$2.3M0.33%3,906CommonSOLE
713448108PEPPEPSICO INC$2.3M0.33%13,596CommonSOLE
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025816109AXPAMERICAN EXPRESS CO$2.2M0.31%11,909CommonSOLE
59156R108METMETLIFE INC$2.2M0.31%33,208CommonSOLE
458140100INTCINTEL CORP$2.2M0.31%43,214CommonSOLE
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20825C104COPCONOCOPHILLIPS$2.0M0.29%17,579CommonSOLE
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718172109PMPHILIP MORRIS INTL INC$2.0M0.28%21,003CommonSOLE
464287150ITOTISHARES INC$2.0M0.28%19,024CommonSOLE
717081103PFEPFIZER INC$2.0M0.28%69,150CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.0M0.28%35,241CommonSOLE
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81369Y803XLKSELECT SECTOR SPDR TR$1.9M0.27%10,097CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$1.9M0.27%18,880CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.9M0.27%4,200CommonSOLE
149123101CATCATERPILLAR INC$1.9M0.27%6,402CommonSOLE
172967424CCITIGROUP INC$1.9M0.26%36,539CommonSOLE
464288687PFFISHARES TR$1.9M0.26%59,830CommonSOLE
11135F101AVGOBROADCOM INC$1.9M0.26%1,662CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.8M0.26%6,219CommonSOLE
20030N101CMCSACOMCAST CORP$1.8M0.25%41,188CommonSOLE
464287804IJRISHARES INC$1.8M0.25%16,553CommonSOLE
89151E109TTENTOTALENERGIES SE$1.7M0.24%25,430CommonSOLE
548661107LOWLOWES COS INC$1.7M0.24%7,597CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.7M0.24%10,641CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.7M0.23%27,158CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.7M0.23%4,319CommonSOLE
09260E105BMEZBLACKROCK HEALTH SCIENCS TR$1.7M0.23%113,151CommonSOLE
464286400EWZISHARES INC$1.6M0.23%47,118CommonSOLE
00206R102TAT&T INC$1.6M0.23%95,856CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.6M0.22%26,104CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.6M0.22%5,053CommonSOLE
244199105DEDEERE & CO$1.6M0.22%3,885CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$1.6M0.22%18,450CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.5M0.21%75,177CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.5M0.21%19,448CommonSOLE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$1.5M0.21%44,293CommonSOLE
09247X101BLKCHFBLACKROCK INC$1.4M0.20%1,781CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.4M0.20%6,057CommonSOLE
921909768VXUSVANGUARD WORLD FDS$1.4M0.20%24,523CommonSOLE
92189F791GDXJVANECK ETF TRUST$1.4M0.20%37,210CommonSOLE
87612E106TGTTARGET CORP$1.4M0.20%9,875CommonSOLE
654106103NKENIKE INC$1.4M0.20%12,845CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.4M0.19%10,042CommonSOLE
92189F676SMHVANECK ETF TRUST$1.4M0.19%7,733CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.3M0.19%19,609CommonSOLE
26924G102ETF MANAGERS TR$1.3M0.19%134,797CommonSOLE
882508104TXNTEXAS INSTRS INC$1.3M0.19%7,903CommonSOLE
464286608EZUISHARES INC$1.3M0.19%28,161CommonSOLE
852234103XYZBLOCK INC$1.3M0.19%17,251CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.19%8,151CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.3M0.19%5,218CommonSOLE
617446448MSMORGAN STANLEY$1.3M0.19%14,147CommonSOLE
464288430AIAISHARES TR$1.3M0.19%22,661CommonSOLE
461202103INTUINTUIT$1.3M0.18%2,099CommonSOLE
002824100ABTABBOTT LABS$1.3M0.18%11,892CommonSOLE
17275R102CSCOCISCO SYS INC$1.3M0.18%25,857CommonSOLE
00214Q104ARKKARK ETF TR$1.3M0.18%24,595CommonSOLE
872540109TJXTJX COS INC NEW$1.3M0.18%13,656CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$1.3M0.18%30,891CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$1.2M0.17%23,788CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.2M0.17%2,281CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.2M0.17%19,610CommonSOLE
464286525ACWVISHARES INC$1.2M0.17%11,921CommonSOLE
088606108BHPBHP GROUP LTD$1.1M0.16%16,749CommonSOLE
904767704UNILEVER PLC$1.1M0.16%23,361CommonSOLE
81762P102NOWSERVICENOW INC$1.1M0.16%1,597CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.1M0.16%11,467CommonSOLE
31428X106FDXFEDEX CORP$1.1M0.16%4,368CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$1.1M0.16%4,099CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$1.1M0.16%72,881CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.1M0.15%18,995CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.1M0.15%12,822CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.1M0.15%478CommonSOLE
345370860FFORD MTR CO DEL$1.1M0.15%89,290CommonSOLE
88339J105TTDTHE TRADE DESK INC$1.1M0.15%14,690CommonSOLE
464288182AAXJISHARES INC$1.1M0.15%15,878CommonSOLE
009066101ABNBAIRBNB INC$1.0M0.15%7,598CommonSOLE
907818108UNPUNION PAC CORP$1.0M0.14%4,164CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$1.0M0.14%12,703CommonSOLE
747525103QCOMQUALCOMM INC$1.0M0.14%6,972CommonSOLE
68389X105ORCLORACLE CORP$1.0M0.14%9,518CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$999,4710.14%4,594CommonSOLE
235851102DHRDANAHER CORPORATION$978,8910.14%4,227CommonSOLE
055622104BPBP PLC$975,3410.14%27,552CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$972,1130.14%5,211CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$970,2480.14%2,876CommonSOLE
464287200IVVISHARES INC$967,5500.14%2,026CommonSOLE
609207105MDLZMONDELEZ INTL INC$960,5200.14%13,184CommonSOLE
464287614IWFISHARES INC$948,3160.13%3,128CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$922,8090.13%5,960CommonSOLE
336920103FPXFIRST TR EXCHANGE TRADED FD$905,0950.13%9,439CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$902,5760.13%950CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$895,5430.13%6,973CommonSOLE
902973304USBUS BANCORP DEL$877,2930.12%20,042CommonSOLE
00214Q302ARKGARK ETF TR$872,1560.12%26,582CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$869,8410.12%8,326CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$864,5540.12%50,294CommonSOLE
723787107PXDEURPIONEER NAT RES CO$859,9420.12%3,824CommonSOLE
009158106APDAIR PRODS & CHEMS INC$849,0240.12%3,081CommonSOLE
464287507IJHISHARES INC$848,0790.12%3,060CommonSOLE
855244109SBUXSTARBUCKS CORP$846,2330.12%8,814CommonSOLE
464286640ECHISHARES INC$829,8260.12%29,416CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$822,4810.12%2,637CommonSOLE
031162100AMGNAMGEN INC$814,8090.11%2,829CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$808,9140.11%47,112CommonSOLE
500767306KWEBKRANESHARES TR$804,9240.11%29,812CommonSOLE
038222105AMATAPPLIED MATLS INC$804,6780.11%4,965CommonSOLE
464287465EFAISHARES TR$802,5530.11%10,651CommonSOLE
25243Q205DEODIAGEO PLC$788,8950.11%5,416CommonSOLE
464287499IWRISHARES INC$748,3070.11%9,627CommonSOLE
12575Q105CME GROUP INC$745,7750.11%3,456CommonSOLE
92206C664VTWOVANGUARD WORLD FDS$744,5800.10%9,181CommonSOLE
464288257ACWIISHARES INC$739,4610.10%7,266CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$734,5870.10%8,379CommonSOLE
22822V101CCICROWN CASTLE INC$728,8080.10%6,327CommonSOLE
032654105ADIANALOG DEVICES INC$724,1930.10%3,648CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$720,7250.10%4,144CommonSOLE
369550108GDGENERAL DYNAMICS CORP$718,7670.10%2,768CommonSOLE
835699307SONYSONY GROUP CORPORATION$716,6140.10%7,568CommonSOLE
92189H607OIHVANECK ETF TRUST$715,6110.10%2,312CommonSOLE
126650100CVSCVS HEALTH CORP$713,7210.10%9,040CommonSOLE
09354A100BLNKBLINK CHARGING CO$711,9000.10%210,000CommonSOLE
N07059210ASMLASML HOLDING N V$709,2350.10%937CommonSOLE
701094104PHPARKER-HANNIFIN CORP$703,4890.10%1,527CommonSOLE
222070203COTYCOTY INC$702,2520.10%56,542CommonSOLE
743315103PGRPROGRESSIVE CORP$700,3550.10%4,397CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$689,6930.10%16,781CommonSOLE
806857108SLBSCHLUMBERGER LTD$689,6150.10%13,188CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$688,0160.10%13,409CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$686,6500.10%2,977CommonSOLE
82889N202SPDSIMPLIFY EXCHANGE TRADED FUN$682,2600.10%23,742CommonSOLE
722304102PDDPDD HOLDINGS INC$678,5860.10%4,638CommonSOLE
375558103GILDGILEAD SCIENCES INC$668,7380.09%8,255CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$655,6500.09%1,401CommonSOLE
98978V103ZTSZOETIS INC$649,7420.09%3,292CommonSOLE
02209S103MOALTRIA GROUP INC$642,2410.09%15,536CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$632,4480.09%2,037CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$632,2510.09%29,407CommonSOLE
03076C106AMPAMERIPRISE FINL INC$630,8980.09%1,661CommonSOLE
012653101ALBALBEMARLE CORP$620,0190.09%4,280CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$619,0580.09%4,340CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$616,5600.09%702CommonSOLE
74340W103PLDPROLOGIS INC.$614,9980.09%4,614CommonSOLE
833445109SNOWSNOWFLAKE INC$611,5270.09%3,073CommonSOLE
369604301GEGENERAL ELECTRIC CO$598,3800.08%4,686CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$597,0740.08%3,279CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$595,9330.08%168CommonSOLE
25746U109DDOMINION ENERGY INC$594,3620.08%12,646CommonSOLE
12514G108CDWCDW CORP$587,6230.08%2,585CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$583,3640.08%743CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$582,5060.08%922CommonSOLE
056752108BIDUBAIDU INC$582,4700.08%4,891CommonSOLE
570535104MKLMARKEL CORP$579,3200.08%408CommonSOLE
05534B760BCEBCE INC$577,1830.08%14,409CommonSOLE
78409V104SPGIS&P GLOBAL INC$568,2710.08%1,290CommonSOLE
40054A108SUPVGRUPO SUPERVIELLE S.A.$566,6790.08%139,576CommonSOLE
670100205NVONOVO-NORDISK A S$565,1480.08%5,463CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$562,9210.08%11,752CommonSOLE
33740F789MMLGFIRST TR EXCHNG TRADED FD VI$558,4430.08%23,283CommonSOLE
89832Q109TFCTRUIST FINL CORP$555,5360.08%15,047CommonSOLE
464288760ITAISHARES INC$553,4960.08%4,372CommonSOLE
571903202MARMARRIOTT INTL INC NEW$546,6370.08%2,424CommonSOLE
052769106ADSKAUTODESK INC$542,7170.08%2,229CommonSOLE
464287523SOXXISHARES TR$542,1110.08%941CommonSOLE
803054204SAPSAP SE$539,9020.08%3,493CommonSOLE
78464A870XBISPDR SER TR$537,4370.08%6,019CommonSOLE
704326107PAYXPAYCHEX INC$536,3530.08%4,503CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$532,0270.07%2,526CommonSOLE
46434V647REETISHARES INC$531,5490.07%21,983CommonSOLE
247361702DALDELTA AIR LINES INC DEL$523,6760.07%13,018CommonSOLE
46434G848PICKISHARES INC$514,8590.07%11,954CommonSOLE
49177J102KVUEKENVUE INC$509,4860.07%23,664CommonSOLE
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372460105GPCGENUINE PARTS CO$498,5590.07%3,577CommonSOLE
46138E198XMLVINVESCO EXCH TRADED FD TR II$492,3950.07%9,260CommonSOLE
464286533EEMVISHARES INC$490,3600.07%8,821CommonSOLE
872590104TMUST-MOBILE US INC$488,6860.07%3,048CommonSOLE
125523100CITHE CIGNA GROUP$488,4030.07%1,631CommonSOLE
756109104OREALTY INCOME CORP$487,3040.07%8,449CommonSOLE
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464287184FXIISHARES INC$480,6250.07%20,001CommonSOLE
518439104ELLAUDER ESTEE COS INC$479,8470.07%3,281CommonSOLE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$479,8080.07%23,800CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$478,6750.07%2,677CommonSOLE
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001055102AFLAFLAC INC$474,8700.07%5,756CommonSOLE
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37045V100GMGENERAL MTRS CO$474,2520.07%13,203CommonSOLE
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363576109AJGGALLAGHER ARTHUR J & CO$446,6120.06%1,986CommonSOLE
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46435U556ARTYISHARES TR$432,0090.06%12,522CommonSOLE
98389B100XELXCEL ENERGY INC$427,2680.06%6,844CommonSOLE
46429B697USMVISHARES INC$424,2500.06%5,437CommonSOLE
29273V100ETENERGY TRANSFER L P$422,2170.06%30,596CommonSOLE
09260K101BSTZBLACKROCK SCIENCE & TECHNOLO$421,9010.06%25,249CommonSOLE
767204100RIORIO TINTO PLC$420,4010.06%5,646CommonSOLE
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101044105BOCBOSTON OMAHA CORP$410,7270.06%26,111CommonSOLE
636274409NGGNATIONAL GRID PLC$410,3550.06%5,928CommonSOLE
60937P106MDBMONGODB INC$406,3970.06%994CommonSOLE
98138H101WDAYWORKDAY INC$403,3240.06%1,461CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$403,2350.06%4,241CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$399,6970.06%4,922CommonSOLE
842587107SOSOUTHERN CO$397,8610.06%5,674CommonSOLE
37954Y483QYLDGLOBAL X FDS$396,9500.06%22,738CommonSOLE
29250N105ENBENBRIDGE INC$390,7080.06%10,802CommonSOLE
29444U700EQIXEQUINIX INC$390,6140.06%485CommonSOLE
85208P303URNMSPROTT FDS TR$389,2980.05%8,065CommonSOLE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$387,7060.05%4,300CommonSOLE
69374H105PTLCPACER FDS TR$387,0200.05%8,840CommonSOLE
77543R102ROKUROKU INC$385,3390.05%4,204CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$384,2600.05%7,788CommonSOLE
260003108DOVDOVER CORP$384,2180.05%2,498CommonSOLE
87807B107TRPTC ENERGY CORP$379,2650.05%9,509CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$377,6120.05%16,361CommonSOLE
260557103DOWDOW INC$374,9960.05%6,838CommonSOLE
405552100HLNHALEON PLC$374,9590.05%45,560CommonSOLE
33734X127FXNFIRST TR EXCHANGE TRADED FD$374,2900.05%22,426CommonSOLE
718546104PSXPHILLIPS 66$370,9290.05%2,786CommonSOLE
464286822EWWISHARES INC$369,9870.05%5,453CommonSOLE
863667101SYKSTRYKER CORPORATION$368,1100.05%1,226CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$368,0120.05%6,102CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$367,2660.05%2,343CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$361,5610.05%17,433CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$358,7150.05%20,777CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$356,9870.05%11,598CommonSOLE
969457100WMBWILLIAMS COS INC$355,7890.05%10,215CommonSOLE
05464C101AXONAXON ENTERPRISE INC$355,2040.05%1,375CommonSOLE
33733A201EDOWFIRST TR EXCHANGE TRADED FD$353,7060.05%10,850CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$353,0840.05%2,879CommonSOLE
97717W109DTDWISDOMTREE TR$352,7910.05%5,396CommonSOLE
92338C103VLTOVERALTO CORP$352,6210.05%4,282CommonSOLE
80105N105SNYSANOFI$349,3040.05%7,024CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$347,8350.05%1,826CommonSOLE
55303J106MGPIMGP INGREDIENTS INC$347,4810.05%3,527CommonSOLE
693506107PPGPPG INDS INC$345,9100.05%2,313CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$344,8750.05%15,500CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$344,4510.05%4,741CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$343,5520.05%9,760CommonSOLE
33733E872FCTRFIRST TR EXCHANGE-TRADED FD$340,1620.05%12,241CommonSOLE
29786A106ETSYETSY INC$336,5200.05%4,152CommonSOLE
381430107GSIEGOLDMAN SACHS ETF TR$336,2760.05%10,250CommonSOLE
46434V803HEFAISHARES INC$334,8890.05%10,628CommonSOLE
09062X103BIIBBIOGEN INC$333,0380.05%1,287CommonSOLE
143658300CCL1EURCARNIVAL CORP$331,7740.05%17,895CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$324,0000.05%1,972CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$323,3750.05%5,400CommonSOLE
11271J107BNBROOKFIELD CORP$319,0600.04%7,917CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$314,6670.04%6,253CommonSOLE
871829107SYYSYSCO CORP$313,8740.04%4,292CommonSOLE
46432F842IEFAISHARES TR$311,0290.04%4,422CommonSOLE
33734X853FPXIFIRST TR EXCHANGE TRADED FD$308,7380.04%7,308CommonSOLE
95040Q104WELLWELLTOWER INC$307,3910.04%3,409CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$304,3400.04%1,913CommonSOLE
760759100RSGREPUBLIC SVCS INC$303,4270.04%1,834CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$302,8240.04%1,599CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$299,9410.04%1,854CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$298,2010.04%11,317CommonSOLE
075887109BDXBECTON DICKINSON & CO$293,0840.04%1,202CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$291,8630.04%585CommonSOLE
55354G100MSCIMSCI INC$289,6130.04%512CommonSOLE
871607107SNPSSYNOPSYS INC$287,8350.04%559CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$287,5250.04%1,687CommonSOLE
38149W614GSCGOLDMAN SACHS ETF TR$287,2810.04%6,327CommonSOLE
733174700BPOPPOPULAR INC$287,1830.04%3,473CommonSOLE
23331A109DHID R HORTON INC$286,1790.04%1,883CommonSOLE
Y2573F102FLEXFLEX LTD$283,8270.04%9,318CommonSOLE
682189105ONON SEMICONDUCTOR CORP$283,5850.04%3,395CommonSOLE
09260U109BCATBLACKROCK CAP ALLOCATION TR$282,5930.04%16,804CommonSOLE
69374H881COWZPACER FDS TR$281,0990.04%5,376CommonSOLE
78709Y105SAIASAIA INC$280,0230.04%639CommonSOLE
92276F100VTRVENTAS INC$277,3500.04%5,515CommonSOLE
036752103ELVELEVANCE HEALTH INC$275,8630.04%585CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$275,4260.04%877CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$273,8910.04%7,465CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$272,8610.04%2,081CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$271,7920.04%1,033CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$271,6090.04%5,681CommonSOLE
152006102CGAUCENTERRA GOLD INC$271,0850.04%45,484CommonSOLE
92204A504VHTVANGUARD WORLD FDS$269,5030.04%1,075CommonSOLE
101121101BXPBOSTON PROPERTIES INC$268,6630.04%3,776CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$268,5290.04%8,954CommonSOLE
370334104GISGENERAL MLS INC$268,0480.04%4,115CommonSOLE
464286772EWYISHARES INC$267,2320.04%4,078CommonSOLE
500754106KHCKRAFT HEINZ CO$265,0600.04%7,168CommonSOLE
867224107SUSUNCOR ENERGY INC$263,2090.04%8,215CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$262,9160.04%2,017CommonSOLE
219350105GLWCORNING INC$262,8750.04%8,633CommonSOLE
88579Y101MMM3M CO$262,5870.04%2,402CommonSOLE
464287788IYFISHARES TR$262,1240.04%3,069CommonSOLE
89055F103BLDTOPBUILD CORP$261,9820.04%700CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$261,9360.04%20,346CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$260,9290.04%1,148CommonSOLE
09173B1071B2BITFARMS LTD$260,4830.04%89,200CommonSOLE
22266T109CPNGCOUPANG INC$258,5550.04%15,970CommonSOLE
22052L104CTVACORTEVA INC$258,3850.04%5,392CommonSOLE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$258,1820.04%5,022CommonSOLE
942622200WSOWATSCO INC$257,5110.04%601CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$255,6760.04%6,006CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$254,9980.04%4,245CommonSOLE
922908538VOTVANGUARD INDEX FDS$254,9210.04%1,161CommonSOLE
26924G201HACKUSDETF MANAGERS TR$252,9370.04%4,187CommonSOLE
921935607VFMFVANGUARD WELLINGTON FD$251,9730.04%2,194CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$251,4410.04%14,914CommonSOLE
78464A763SDYSPDR SER TR$251,1560.04%2,010CommonSOLE
78468R556XOPSPDR SER TR$250,5460.04%1,830CommonSOLE
654902204NOKNOKIA CORP$250,3960.04%73,215CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$248,8730.04%614CommonSOLE
00162Q676ENFRALPS ETF TR$246,3710.03%10,670CommonSOLE
464286806EWGISHARES INC$244,9430.03%8,250CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$243,4840.03%3,165CommonSOLE
277432100EMNEASTMAN CHEM CO$240,8040.03%2,657CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$240,5330.03%1,007CommonSOLE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$239,4550.03%10,375CommonSOLE
758849103REGREGENCY CTRS CORP$237,7930.03%3,514CommonSOLE
189054109CLXCLOROX CO DEL$235,7020.03%1,653CommonSOLE
252131107DXCMDEXCOM INC$234,7790.03%1,892CommonSOLE
303250104FICOFAIR ISAAC CORP$232,8020.03%200CommonSOLE
37954Y715BOTZGLOBAL X FDS$232,3940.03%8,153CommonSOLE
311900104FASTFASTENAL CO$231,1650.03%3,569CommonSOLE
749685103RPMRPM INTL INC$229,7350.03%2,058CommonSOLE
770323103RHIROBERT HALF INC.$229,2080.03%2,607CommonSOLE
N14506104ESTCELASTIC N V$229,0070.03%2,032CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$228,9420.03%7,766CommonSOLE
745867101PHMPULTE GROUP INC$228,3840.03%2,209CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$227,1380.03%1,910CommonSOLE
00214Q708ARKFARK ETF TR$227,0390.03%8,232CommonSOLE
00214Q500PRNTARK ETF TR$225,3310.03%9,700CommonSOLE
60770K107MRNAMODERNA INC$224,7260.03%2,260CommonSOLE
78464A698KRESPDR SER TR$220,2590.03%4,201CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$219,7210.03%540CommonSOLE
92189F429PFXFVANECK ETF TRUST$214,4070.03%12,480CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$214,3110.03%8,208CommonSOLE
42809H107HESHESS CORP$214,0780.03%1,485CommonSOLE
16359R103CHECHEMED CORP NEW$214,0190.03%366CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$213,7370.03%607CommonSOLE
256163106DOCUDOCUSIGN INC$212,7720.03%3,579CommonSOLE
366651107ITGARTNER INC$212,0220.03%470CommonSOLE
205887102CAGCONAGRA BRANDS INC$211,9700.03%7,396CommonSOLE
105532105BAKBRASKEM S A$210,8430.03%23,905CommonSOLE
256677105DGDOLLAR GEN CORP NEW$207,7320.03%1,528CommonSOLE
778296103ROSTROSS STORES INC$205,9250.03%1,488CommonSOLE
444859102HUMHUMANA INC$204,1200.03%445CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$196,7850.03%14,322CommonSOLE
09260Q108BTXBLACKROCK INNOVATION AND GRW$183,9830.03%25,100CommonSOLE
71943U104DOCUSDPHYSICIANS RLTY TR$175,5860.02%13,192CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$161,4020.02%17,717CommonSOLE
500688106KOSKOSMOS ENERGY LTD$154,0490.02%22,958CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$137,6870.02%12,099CommonSOLE
444097109HUDSON PAC PPTYS INC$136,2520.02%14,635CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$131,9670.02%13,263CommonSOLE
105368203BDNBRANDYWINE RLTY TR$125,2800.02%23,200CommonSOLE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$122,3640.02%10,038CommonSOLE
373737105GGBGERDAU SA$104,9740.01%21,644CommonSOLE
92766K106IPOAGBPVIRGIN GALACTIC HOLDINGS INC$104,2720.01%42,560CommonSOLE
05964H105SANBANCO SANTANDER S.A.$97,8660.01%23,639CommonSOLE
16934Q208CHIMERA INVT CORP$96,1460.01%18,852CommonSOLE
02319V103ABEVAMBEV SA$84,4020.01%28,601CommonSOLE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$76,2260.01%14,464CommonSOLE
05967A107BSBRBANCO SANTANDER BRASIL S A$71,3950.01%10,900CommonSOLE
549498103CCIVGBPLUCID GROUP INC$63,0830.01%14,984CommonSOLE
87266J104TPICQTPI COMPOSITES INC$62,1000.01%15,000CommonSOLE
48138M105JMIAJUMIA TECHNOLOGIES AG$43,0810.01%12,204CommonSOLE
05156X884AURORA CANNABIS INC$8,0120.00%16,250CommonSOLE

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.