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INSIGNEO ADVISORY SERVICES, LLC

Q1 2024 · 13F-HR

INSIGNEO ADVISORY SERVICES, LLCholdings as filed

Filed 2024-05-15 · accession 0001964958-24-000002

$841.7M
Reported value
485
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$69.8M8.29%406,821CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$41.4M4.92%78,923CommonSOLE
023135106AMZNAMAZON COM INC$38.9M4.62%215,805CommonSOLE
594918104MSFTMICROSOFT CORP$37.7M4.48%89,694CommonSOLE
67066G104NVDANVIDIA CORPORATION$25.5M3.03%28,212CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$24.0M2.85%57,145CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$21.4M2.54%71,307CommonSOLE
30303M102METAMETA PLATFORMS INC$18.3M2.17%37,653CommonSOLE
46090E103QQQINVESCO QQQ TR$17.3M2.05%38,857CommonSOLE
02079K305GOOGLALPHABET INC$14.2M1.68%93,955CommonSOLE
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46625H100JPMJPMORGAN CHASE & CO$7.9M0.94%39,304CommonSOLE
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464287655IWMISHARES INC$7.1M0.85%33,894CommonSOLE
464287234EEMISHARES INC$6.7M0.80%164,296CommonSOLE
254687106DISDISNEY WALT CO$6.4M0.76%52,172CommonSOLE
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57636Q104MAMASTERCARD INCORPORATED$6.3M0.74%13,000CommonSOLE
92826C839VVISA INC$6.2M0.74%22,354CommonSOLE
438516106HONHONEYWELL INTL INC$5.2M0.61%25,182CommonSOLE
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91324P102UNHUNITEDHEALTH GROUP INC$4.9M0.59%9,993CommonSOLE
30231G102XOMEXXON MOBIL CORP$4.9M0.58%42,138CommonSOLE
437076102HDHOME DEPOT INC$4.8M0.57%12,568CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.8M0.57%28,139CommonSOLE
532457108LLYLILLY ELI & CO$4.7M0.56%6,092CommonSOLE
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71654V408PBRPETROLEO BRASILEIRO SA PETRO$4.2M0.50%276,204CommonSOLE
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478160104JNJJOHNSON & JOHNSON$3.9M0.46%24,468CommonSOLE
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58933Y105MRKMERCK & CO INC$3.6M0.42%26,800CommonSOLE
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742718109PGPROCTER AND GAMBLE CO$3.4M0.41%21,189CommonSOLE
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45687V106IRINGERSOLL RAND INC$3.4M0.41%36,070CommonSOLE
46434G822EWJISHARES INC$3.3M0.39%45,840CommonSOLE
931142103WMTWALMART INC$3.3M0.39%53,985CommonSOLE
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025816109AXPAMERICAN EXPRESS CO$3.2M0.38%14,108CommonSOLE
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58733R102MELIMERCADOLIBRE INC$3.0M0.36%2,016CommonSOLE
20825C104COPCONOCOPHILLIPS$2.8M0.34%22,276CommonSOLE
149123101CATCATERPILLAR INC$2.8M0.34%7,711CommonSOLE
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191216100KOCOCA COLA CO$2.8M0.33%45,378CommonSOLE
11135F101AVGOBROADCOM INC$2.7M0.32%2,055CommonSOLE
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780259305SHELSHELL PLC$2.5M0.30%38,011CommonSOLE
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172967424CCITIGROUP INC$2.5M0.30%40,026CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.5M0.30%8,876CommonSOLE
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713448108PEPPEPSICO INC$2.4M0.28%13,589CommonSOLE
82509L107SHOPSHOPIFY INC$2.4M0.28%30,692CommonSOLE
46434V738IEURISHARES INC$2.4M0.28%40,880CommonSOLE
717081103PFEPFIZER INC$2.3M0.28%84,275CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$2.3M0.27%28,622CommonSOLE
464287200IVVISHARES INC$2.2M0.26%4,172CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.2M0.26%52,067CommonSOLE
458140100INTCINTEL CORP$2.2M0.26%48,815CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$2.1M0.25%4,243CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.1M0.25%10,221CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.1M0.25%35,744CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.1M0.25%5,985CommonSOLE
464287150ITOTISHARES INC$2.1M0.24%17,880CommonSOLE
464288687PFFISHARES TR$2.1M0.24%63,693CommonSOLE
G29183103ETNEATON CORP PLC$2.0M0.24%6,408CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.0M0.23%4,326CommonSOLE
N07059210ASMLASML HOLDING N V$2.0M0.23%2,017CommonSOLE
00206R102TAT&T INC$1.9M0.23%109,173CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$1.9M0.23%19,457CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.9M0.22%20,310CommonSOLE
87612E106TGTTARGET CORP$1.9M0.22%10,466CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.8M0.22%9,686CommonSOLE
921909768VXUSVANGUARD WORLD FDS$1.8M0.22%30,399CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.8M0.22%3,145CommonSOLE
461202103INTUINTUIT$1.8M0.22%2,803CommonSOLE
244199105DEDEERE & CO$1.8M0.22%4,411CommonSOLE
09260E105BMEZBLACKROCK HEALTH SCIENCS TR$1.8M0.22%110,510CommonSOLE
92189F676SMHVANECK ETF TRUST$1.8M0.21%7,877CommonSOLE
20030N101CMCSACOMCAST CORP$1.8M0.21%40,752CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.8M0.21%5,088CommonSOLE
62914V106NIONIO INC$1.7M0.21%386,365CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.7M0.21%27,201CommonSOLE
H1467J104CBCHUBB LIMITED$1.7M0.20%6,622CommonSOLE
89151E109TTENTOTALENERGIES SE$1.7M0.20%24,378CommonSOLE
060505104BACBANK AMERICA CORP$1.7M0.20%43,599CommonSOLE
872540109TJXTJX COS INC NEW$1.6M0.20%16,254CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.6M0.20%21,388CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.6M0.20%11,065CommonSOLE
097023105BABOEING CO$1.6M0.19%8,449CommonSOLE
882508104TXNTEXAS INSTRS INC$1.6M0.19%9,296CommonSOLE
464287465EFAISHARES TR$1.6M0.19%19,652CommonSOLE
002824100ABTABBOTT LABS$1.5M0.18%13,605CommonSOLE
68389X105ORCLORACLE CORP$1.5M0.18%12,147CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.5M0.18%74,971CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.5M0.18%5,909CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.5M0.18%10,130CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.5M0.18%16,972CommonSOLE
09247X101BLKCHFBLACKROCK INC$1.5M0.17%1,765CommonSOLE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$1.5M0.17%43,455CommonSOLE
G54950103LINLINDE PLC$1.4M0.17%3,111CommonSOLE
92189F791GDXJVANECK ETF TRUST$1.4M0.17%36,745CommonSOLE
81762P102NOWSERVICENOW INC$1.4M0.17%1,852CommonSOLE
464286400EWZISHARES INC$1.4M0.17%43,218CommonSOLE
464288430AIAISHARES TR$1.4M0.16%22,661CommonSOLE
670100205NVONOVO-NORDISK A S$1.4M0.16%10,585CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.4M0.16%18,783CommonSOLE
654106103NKENIKE INC$1.3M0.16%14,182CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.3M0.16%4,169CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.3M0.16%19,808CommonSOLE
464286608EZUISHARES INC$1.3M0.16%25,601CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.3M0.16%24,101CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.3M0.15%3,269CommonSOLE
46432F388VLUEISHARES INC$1.3M0.15%11,842CommonSOLE
17275R102CSCOCISCO SYS INC$1.3M0.15%25,601CommonSOLE
235851102DHRDANAHER CORPORATION$1.3M0.15%4,930CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$1.2M0.15%4,099CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.2M0.15%2,978CommonSOLE
88339J105TTDTHE TRADE DESK INC$1.2M0.15%14,221CommonSOLE
009066101ABNBAIRBNB INC$1.2M0.15%7,412CommonSOLE
907818108UNPUNION PAC CORP$1.2M0.15%4,964CommonSOLE
00214Q104ARKKARK ETF TR$1.2M0.14%24,121CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.2M0.14%22,133CommonSOLE
055622104BPBP PLC$1.2M0.14%31,568CommonSOLE
904767704UNILEVER PLC$1.2M0.14%23,647CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.2M0.14%17,196CommonSOLE
617446448MSMORGAN STANLEY$1.2M0.14%12,476CommonSOLE
464287804IJRISHARES INC$1.2M0.14%10,537CommonSOLE
464287614IWFISHARES INC$1.1M0.14%3,403CommonSOLE
345370860FFORD MTR CO DEL$1.1M0.14%86,283CommonSOLE
852234103XYZBLOCK INC$1.1M0.13%13,397CommonSOLE
038222105AMATAPPLIED MATLS INC$1.1M0.13%5,451CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$1.1M0.13%66,484CommonSOLE
743315103PGRPROGRESSIVE CORP$1.1M0.13%5,418CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.1M0.13%8,199CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$1.1M0.13%19,703CommonSOLE
723787107PXDEURPIONEER NAT RES CO$1.1M0.13%4,197CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$1.1M0.13%4,375CommonSOLE
369604301GEGENERAL ELECTRIC CO$1.1M0.13%6,198CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.1M0.13%958CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1.1M0.13%4,054CommonSOLE
747525103QCOMQUALCOMM INC$1.1M0.12%6,205CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.0M0.12%14,894CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$1.0M0.12%24,699CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.0M0.12%5,241CommonSOLE
464288182AAXJISHARES INC$1.0M0.12%15,247CommonSOLE
464288257ACWIISHARES INC$1.0M0.12%9,266CommonSOLE
464287507IJHISHARES INC$1.0M0.12%16,765CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.0M0.12%8,589CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.0M0.12%345CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.0M0.12%10,349CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$984,5290.12%7,162CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$982,7980.12%11,475CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$965,6790.11%5,976CommonSOLE
464287184FXIISHARES INC$954,4000.11%39,651CommonSOLE
31428X106FDXFEDEX CORP$950,8810.11%3,264CommonSOLE
032654105ADIANALOG DEVICES INC$923,5330.11%4,669CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$922,9050.11%4,500CommonSOLE
088606108BHPBHP GROUP LTD$919,0020.11%15,930CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$916,2900.11%952CommonSOLE
701094104PHPARKER-HANNIFIN CORP$914,4050.11%1,645CommonSOLE
009158106APDAIR PRODS & CHEMS INC$912,7060.11%3,740CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$893,6800.11%2,573CommonSOLE
464286525ACWVISHARES INC$888,4790.11%8,440CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$875,7940.10%44,232CommonSOLE
902973304USBUS BANCORP DEL$866,3300.10%19,169CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$860,7360.10%884CommonSOLE
12575Q105CME GROUP INC$840,3240.10%3,903CommonSOLE
031162100AMGNAMGEN INC$834,1950.10%2,934CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$830,7850.10%229CommonSOLE
336920103FPXFIRST TR EXCHANGE TRADED FD$829,3670.10%7,839CommonSOLE
855244109SBUXSTARBUCKS CORP$825,8310.10%9,035CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$812,0260.10%8,494CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$811,8580.10%3,806CommonSOLE
369550108GDGENERAL DYNAMICS CORP$799,7290.10%2,831CommonSOLE
92189H607OIHVANECK ETF TRUST$796,7660.09%2,369CommonSOLE
03076C106AMPAMERIPRISE FINL INC$785,2460.09%1,791CommonSOLE
464286640ECHISHARES INC$781,5830.09%29,416CommonSOLE
00214Q302ARKGARK ETF TR$763,5490.09%26,549CommonSOLE
98978V103ZTSZOETIS INC$759,9740.09%4,491CommonSOLE
806857108SLBSCHLUMBERGER LTD$747,2090.09%13,574CommonSOLE
056752108BIDUBAIDU INC$736,2230.09%6,993CommonSOLE
02209S103MOALTRIA GROUP INC$733,8520.09%16,447CommonSOLE
40054A108SUPVGRUPO SUPERVIELLE S.A.$731,5370.09%128,115CommonSOLE
92206C664VTWOVANGUARD WORLD FDS$726,0720.09%8,536CommonSOLE
126650100CVSCVS HEALTH CORP$724,1010.09%9,078CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$717,2920.09%1,499CommonSOLE
79466L302CRMSALESFORCE INC$708,8020.08%2,351CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$704,6350.08%4,502CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$682,3630.08%2,729CommonSOLE
803054204SAPSAP SE$671,1910.08%3,441CommonSOLE
12514G108CDWCDW CORP$667,0740.08%2,608CommonSOLE
222070203COTYCOTY INC$666,8060.08%55,753CommonSOLE
78409V104SPGIS&P GLOBAL INC$666,2600.08%1,566CommonSOLE
872590104TMUST-MOBILE US INC$665,7800.08%4,079CommonSOLE
464287523SOXXISHARES TR$658,1050.08%2,913CommonSOLE
046353108AZNNASTRAZENECA PLC$651,8230.08%9,621CommonSOLE
74340W103PLDPROLOGIS INC.$649,7510.08%4,987CommonSOLE
571903202MARMARRIOTT INTL INC NEW$644,5980.08%2,554CommonSOLE
722304102PDDPDD HOLDINGS INC$643,0950.08%5,532CommonSOLE
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910047109UALUNITED AIRLS HLDGS INC$637,0910.08%13,306CommonSOLE
125523100CITHE CIGNA GROUP$636,3090.08%1,752CommonSOLE
375558103GILDGILEAD SCIENCES INC$635,9570.08%8,682CommonSOLE
94106L109WMWASTE MGMT INC DEL$633,1570.08%2,970CommonSOLE
09354A100BLNKBLINK CHARGING CO$632,2510.08%210,050CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$629,8560.07%2,162CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$629,8430.07%928CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$627,9690.07%15,034CommonSOLE
518439104ELLAUDER ESTEE COS INC$626,7770.07%4,066CommonSOLE
464288760ITAISHARES INC$624,2930.07%4,732CommonSOLE
47215P106JDJD.COM INC$621,1780.07%22,679CommonSOLE
570535104MKLMARKEL CORP$620,7640.07%408CommonSOLE
H01301128ALCALCON AG$617,9270.07%7,439CommonSOLE
82889N202SPDSIMPLIFY EXCHANGE TRADED FUN$614,0590.07%19,751CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$611,9600.07%29,407CommonSOLE
26875P101EOGEOG RES INC$607,8790.07%4,755CommonSOLE
25243Q205DEODIAGEO PLC$606,6480.07%4,033CommonSOLE
22822V101CCICROWN CASTLE INC$604,2890.07%5,710CommonSOLE
464287499IWRISHARES INC$602,5890.07%7,166CommonSOLE
115637209BF/BBROWN FORMAN CORP$587,6330.07%11,336CommonSOLE
863667101SYKSTRYKER CORPORATION$584,6370.07%1,630CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$577,7180.07%941CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$572,9220.07%10,160CommonSOLE
464287598IWDISHARES INC$571,1820.07%3,189CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$567,4230.07%11,310CommonSOLE
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89832Q109TFCTRUIST FINL CORP$560,2600.07%14,373CommonSOLE
001055102AFLAFLAC INC$558,6910.07%6,507CommonSOLE
37045V100GMGENERAL MTRS CO$554,2680.07%12,222CommonSOLE
25746U109DDOMINION ENERGY INC$554,0270.07%11,263CommonSOLE
78464A870XBISPDR SER TR$552,2600.07%5,820CommonSOLE
372460105GPCGENUINE PARTS CO$550,0620.07%3,527CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$549,6900.07%4,364CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$549,2950.07%23,872CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$547,6670.07%2,570CommonSOLE
500767306KWEBKRANESHARES TR$541,5900.06%20,632CommonSOLE
46435U556ARTYISHARES TR$538,3330.06%15,672CommonSOLE
23804L103DDOGDATADOG INC$533,4580.06%4,316CommonSOLE
704326107PAYXPAYCHEX INC$528,1630.06%4,301CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$527,2760.06%7,439CommonSOLE
46138E198XMLVINVESCO EXCH TRADED FD TR II$525,3120.06%9,314CommonSOLE
682189105ONON SEMICONDUCTOR CORP$524,4850.06%7,131CommonSOLE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$523,3590.06%9,476CommonSOLE
052769106ADSKAUTODESK INC$521,1000.06%2,001CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$509,0860.06%20,027CommonSOLE
835699307SONYSONY GROUP CORPORATION$508,1810.06%5,927CommonSOLE
29273V100ETENERGY TRANSFER L P$506,7030.06%32,213CommonSOLE
49177J102KVUEKENVUE INC$505,3830.06%23,550CommonSOLE
136375102CNICANADIAN NATL RY CO$500,5360.06%3,800CommonSOLE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$500,5140.06%23,800CommonSOLE
46434G848PICKISHARES INC$498,4820.06%11,954CommonSOLE
260003108DOVDOVER CORP$493,6510.06%2,786CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$492,2740.06%2,677CommonSOLE
042068205ARMARM HOLDINGS PLC$485,9610.06%3,888CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$479,1670.06%3,447CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$476,1870.06%5,238CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$474,4060.06%2,758CommonSOLE
98138H101WDAYWORKDAY INC$473,7670.06%1,737CommonSOLE
92189F643MOATVANECK ETF TRUST$468,4690.06%5,211CommonSOLE
075887109BDXBECTON DICKINSON & CO$467,5920.06%1,889CommonSOLE
969457100WMBWILLIAMS COS INC$466,2370.06%11,964CommonSOLE
05534B760BCEBCE INC$466,0150.06%13,423CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$463,8510.06%11,010CommonSOLE
66987V109NVSNOVARTIS AG$463,5300.06%4,792CommonSOLE
925652109VICIVICI PPTYS INC$461,3120.05%15,281CommonSOLE
G4705A100ICLRICON PLC$456,2200.05%1,358CommonSOLE
337738108FISVFISERV INC$454,3680.05%2,843CommonSOLE
464286533EEMVISHARES INC$452,0980.05%7,989CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$451,5610.05%2,056CommonSOLE
036752103ELVELEVANCE HEALTH INC$450,6940.05%869CommonSOLE
05464C101AXONAXON ENTERPRISE INC$448,9830.05%1,435CommonSOLE
756109104OREALTY INCOME CORP$448,4400.05%8,250CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$447,3310.05%6,861CommonSOLE
92338C103VLTOVERALTO CORP$447,2990.05%5,040CommonSOLE
718546104PSXPHILLIPS 66$445,1020.05%2,725CommonSOLE
594972408MSTRMICROSTRATEGY INC$439,8960.05%258CommonSOLE
97717W422EPIWISDOMTREE TR$439,0410.05%10,079CommonSOLE
842587107SOSOUTHERN CO$438,4080.05%6,111CommonSOLE
337345102QTECFIRST TR NASDAQ 100 TECH IND$435,1880.05%2,282CommonSOLE
247361702DALDELTA AIR LINES INC DEL$430,1580.05%8,986CommonSOLE
09260K101BSTZBLACKROCK SCIENCE & TECHNOLO$428,2600.05%22,075CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$426,7570.05%7,199CommonSOLE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$426,7320.05%4,300CommonSOLE
46432F842IEFAISHARES TR$422,6210.05%5,694CommonSOLE
29444U700EQIXEQUINIX INC$417,6170.05%506CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$416,7150.05%11,615CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$415,5470.05%16,783CommonSOLE
405552100HLNHALEON PLC$415,2880.05%48,368CommonSOLE
23331A109DHID R HORTON INC$415,1600.05%2,523CommonSOLE
78709Y105SAIASAIA INC$414,7650.05%709CommonSOLE
760759100RSGREPUBLIC SVCS INC$413,5100.05%2,160CommonSOLE
058934100BBARBANCO BBVA ARGENTINA S A$412,1870.05%48,607CommonSOLE
693506107PPGPPG INDS INC$409,1980.05%2,824CommonSOLE
871607107SNPSSYNOPSYS INC$408,6230.05%715CommonSOLE
548661107LOWLOWES COS INC$406,0460.05%1,594CommonSOLE
260557103DOWDOW INC$405,7990.05%7,005CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$404,0200.05%2,345CommonSOLE
85208P303URNMSPROTT FDS TR$397,5240.05%8,065CommonSOLE
767204100RIORIO TINTO PLC$393,9860.05%5,942CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$389,8870.05%16,402CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$389,3890.05%2,681CommonSOLE
37954Y855LITGLOBAL X FDS$383,7830.05%8,474CommonSOLE
G6095L109APTIV PLC$382,6390.05%4,804CommonSOLE
97717W109DTDWISDOMTREE TR$381,6050.05%5,396CommonSOLE
46434V803HEFAISHARES INC$381,2730.05%10,931CommonSOLE
60937P106MDBMONGODB INC$380,5170.05%1,061CommonSOLE
464286822EWWISHARES INC$380,3040.05%5,487CommonSOLE
98389B100XELXCEL ENERGY INC$379,0800.05%6,980CommonSOLE
464287168DVYISHARES TR$377,0540.04%3,061CommonSOLE
46429B697USMVISHARES INC$373,4350.04%4,468CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$372,9130.04%3,646CommonSOLE
381430107GSIEGOLDMAN SACHS ETF TR$371,2660.04%10,827CommonSOLE
143658300CCL1EURCARNIVAL CORP$367,2580.04%22,476CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$365,8000.04%15,500CommonSOLE
303250104FICOFAIR ISAAC CORP$364,8860.04%292CommonSOLE
92189F429PFXFVANECK ETF TRUST$363,7420.04%20,562CommonSOLE
89055F103BLDTOPBUILD CORP$363,6020.04%825CommonSOLE
56501R106MFCMANULIFE FINL CORP$363,4800.04%14,545CommonSOLE
09062X103BIIBBIOGEN INC$362,2580.04%1,680CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$361,7560.04%1,756CommonSOLE
29250N105ENBENBRIDGE INC$361,6860.04%9,998CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$361,5940.04%19,285CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$360,1070.04%1,867CommonSOLE
464287861IEVISHARES TR$360,0180.04%6,467CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$359,2050.04%2,297CommonSOLE
526057104LENLENNAR CORP$356,1710.04%2,071CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$355,4750.04%12,182CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$355,0670.04%4,124CommonSOLE
33740F789MMLGFIRST TR EXCHNG TRADED FD VI$354,2550.04%12,882CommonSOLE
Y2573F102FLEXFLEX LTD$353,9060.04%12,370CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$353,4480.04%1,535CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$352,8660.04%7,032CommonSOLE
101044105BOCBOSTON OMAHA CORP$352,4880.04%22,800CommonSOLE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$349,0740.04%14,050CommonSOLE
69374H105PTLCPACER FDS TR$347,1630.04%7,275CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$346,4400.04%343CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$345,9220.04%3,724CommonSOLE
58155Q103MCKMCKESSON CORP$343,4320.04%639CommonSOLE
80105N105SNYSANOFI$339,4220.04%6,984CommonSOLE
55354G100MSCIMSCI INC$336,8300.04%601CommonSOLE
33733A201EDOWFIRST TR EXCHANGE TRADED FD$336,1020.04%9,760CommonSOLE
252131107DXCMDEXCOM INC$334,4060.04%2,411CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$333,6620.04%2,241CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$327,2820.04%4,981CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$326,9520.04%4,004CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$325,5570.04%18,797CommonSOLE
893641100TDGTRANSDIGM GROUP INC$323,9110.04%263CommonSOLE
87807B107TRPTC ENERGY CORP$320,4410.04%7,831CommonSOLE
95040Q104WELLWELLTOWER INC$319,8450.04%3,423CommonSOLE
22052L104CTVACORTEVA INC$317,8190.04%5,511CommonSOLE
636274409NGGNATIONAL GRID PLC$316,6770.04%4,642CommonSOLE
37954Y715BOTZGLOBAL X FDS$315,3640.04%9,914CommonSOLE
871829107SYYSYSCO CORP$314,9780.04%3,880CommonSOLE
38149W614GSCGOLDMAN SACHS ETF TR$314,0720.04%6,327CommonSOLE
33734X127FXNFIRST TR EXCHANGE TRADED FD$312,7910.04%16,700CommonSOLE
11271J107BNBROOKFIELD CORP$309,7680.04%7,395CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$309,3320.04%869CommonSOLE
88579Y101MMM3M CO$308,9820.04%2,913CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$308,2450.04%1,687CommonSOLE
733174700BPOPPOPULAR INC$308,0900.04%3,473CommonSOLE
55303J106MGPIMGP INGREDIENTS INC$303,7810.04%3,527CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$302,0400.04%1,807CommonSOLE
867224107SUSUNCOR ENERGY INC$301,8130.04%8,177CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$301,7260.04%1,119CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$300,4510.04%7,810CommonSOLE
370334104GISGENERAL MLS INC$299,4680.04%4,280CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$299,2030.04%10,389CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$298,5370.04%5,681CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$296,7630.04%12,775CommonSOLE
09260U109BCATBLACKROCK CAP ALLOCATION TR$296,6690.04%16,804CommonSOLE
46432F339QUALISHARES TR$295,0080.04%1,795CommonSOLE
464287788IYFISHARES TR$293,5500.03%3,069CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$292,5110.03%6,221CommonSOLE
032095101APHAMPHENOL CORP NEW$292,5070.03%2,531CommonSOLE
040413106ANETEURARISTA NETWORKS INC$289,6900.03%999CommonSOLE
366651107ITGARTNER INC$288,8620.03%606CommonSOLE
00162Q676ENFRALPS ETF TR$288,3760.03%11,341CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$286,1450.03%2,189CommonSOLE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$285,3980.03%19,930CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$284,5540.03%3,836CommonSOLE
78468R556XOPSPDR SER TR$283,5220.03%1,830CommonSOLE
08265T208BSYBENTLEY SYS INC$282,1450.03%5,403CommonSOLE
09173B1071B2BITFARMS LTD$280,7120.03%126,190CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$278,9760.03%705CommonSOLE
942622200WSOWATSCO INC$277,3250.03%642CommonSOLE
46429B598INDAISHARES TR$273,9430.03%5,310CommonSOLE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$271,6790.03%11,098CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$270,7610.03%1,026CommonSOLE
922908538VOTVANGUARD INDEX FDS$270,4510.03%1,147CommonSOLE
G0403H108AONAON PLC$269,6460.03%808CommonSOLE
152006102CGAUCENTERRA GOLD INC$268,8100.03%45,484CommonSOLE
032108664HACKAMPLIFY ETF TR$268,4290.03%4,187CommonSOLE
311900104FASTFASTENAL CO$266,6730.03%3,457CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$263,0680.03%2,807CommonSOLE
464286806EWGISHARES INC$261,9380.03%8,250CommonSOLE
012653101ALBALBEMARLE CORP$261,8880.03%1,982CommonSOLE
74460D109PSAPUBLIC STORAGE$260,3990.03%898CommonSOLE
500754106KHCKRAFT HEINZ CO$259,9600.03%7,045CommonSOLE
443573100HUBSHUBSPOT INC$257,5160.03%411CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$257,4870.03%8,239CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$257,2930.03%5,666CommonSOLE
88162G103TTEKTETRA TECH INC NEW$256,9320.03%1,391CommonSOLE
921935607VFMFVANGUARD WELLINGTON FD$256,3150.03%2,020CommonSOLE
189054109CLXCLOROX CO DEL$256,3060.03%1,674CommonSOLE
749685103RPMRPM INTL INC$255,7430.03%2,150CommonSOLE
428291108HXLHEXCEL CORP NEW$252,2800.03%3,463CommonSOLE
33733E872FCTRFIRST TR EXCHANGE-TRADED FD$252,2240.03%8,118CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$252,0600.03%603CommonSOLE
78464A763SDYSPDR SER TR$251,8070.03%1,919CommonSOLE
101121101BXPBOSTON PROPERTIES INC$248,5870.03%3,750CommonSOLE
46434G103IEMGISHARES INC$247,8630.03%4,804CommonSOLE
G8473T100STESTERIS PLC$246,1780.03%1,095CommonSOLE
92276F100VTRVENTAS INC$244,2770.03%5,553CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$244,0040.03%465CommonSOLE
92204A504VHTVANGUARD WORLD FDS$242,1150.03%895CommonSOLE
464286772EWYISHARES INC$241,5960.03%3,600CommonSOLE
219350105GLWCORNING INC$238,8940.03%7,248CommonSOLE
125896100CMSCMS ENERGY CORP$238,8260.03%3,958CommonSOLE
00214Q708ARKFARK ETF TR$238,3940.03%7,860CommonSOLE
N3167Y103RACEFERRARI N V$236,7510.03%543CommonSOLE
654902204NOKNOKIA CORP$236,4470.03%66,793CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$234,4570.03%3,058CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$232,5320.03%1,785CommonSOLE
105532105BAKBRASKEM S A$228,9960.03%21,747CommonSOLE
69374H881COWZPACER FDS TR$225,7580.03%3,885CommonSOLE
34959E109FTNTFORTINET INC$222,2810.03%3,254CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$221,1880.03%15,674CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$220,0880.03%14,338CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$218,5870.03%3,794CommonSOLE
33734X853FPXIFIRST TR EXCHANGE TRADED FD$216,9260.03%4,697CommonSOLE
277432100EMNEASTMAN CHEM CO$216,9110.03%2,147CommonSOLE
758849103REGREGENCY CTRS CORP$216,7540.03%3,540CommonSOLE
464287846IYYISHARES TR$211,3490.03%1,650CommonSOLE
116794108BRKRBRUKER CORP$210,1440.02%2,237CommonSOLE
384802104GWWGRAINGER W W INC$208,5470.02%205CommonSOLE
464287325IXJISHARES TR$208,2830.02%2,236CommonSOLE
G6683N103NUNU HLDGS LTD$207,9520.02%17,431CommonSOLE
46284V101IRMIRON MTN INC DEL$207,7020.02%2,570CommonSOLE
464287341IXCISHARES TR$205,4300.02%4,783CommonSOLE
256677105DGDOLLAR GEN CORP NEW$204,4390.02%1,310CommonSOLE
09260Q108BTXBLACKROCK INNOVATION AND GRW$204,3140.02%25,100CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$203,2500.02%2,168CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$203,1200.02%8,000CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$202,6310.02%8,025CommonSOLE
464287663IUSVISHARES TR$202,4070.02%2,238CommonSOLE
778296103ROSTROSS STORES INC$201,0840.02%1,370CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$172,0230.02%14,529CommonSOLE
69120X206OWLTOWLET INC$168,0900.02%39,000CommonSOLE
500688106KOSKOSMOS ENERGY LTD$136,8300.02%22,958CommonSOLE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$134,1080.02%10,038CommonSOLE
05964H105SANBANCO SANTANDER S.A.$114,4130.01%23,639CommonSOLE
105368203BDNBRANDYWINE RLTY TR$111,3600.01%23,200CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$102,7520.01%11,770CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$99,7510.01%11,208CommonSOLE
373737105GGBGERDAU SA$95,6660.01%21,644CommonSOLE
444097109HUDSON PAC PPTYS INC$94,3960.01%14,635CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$89,4470.01%12,253CommonSOLE
16934Q208CHIMERA INVT CORP$86,9080.01%18,852CommonSOLE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$79,9860.01%14,464CommonSOLE
02319V103ABEVAMBEV SA$62,6030.01%25,243CommonSOLE
05967A107BSBRBANCO SANTANDER BRASIL S A$62,3480.01%10,900CommonSOLE
20440W105SIDCOMPANHIA SIDERURGICA NACION$53,2100.01%17,000CommonSOLE
549498103CCIVGBPLUCID GROUP INC$49,5960.01%17,402CommonSOLE
87266J104TPICQTPI COMPOSITES INC$43,6500.01%15,000CommonSOLE
11777Q209BTGB2GOLD CORP$43,5560.01%16,671CommonSOLE
M5R635108INVZINNOVIZ TECHNOLOGIES LTD$42,1200.01%31,200CommonSOLE
G5753U1124OWAMAIDEN HOLDINGS LTD$33,7640.00%15,006CommonSOLE
92859G202VIZSLA SILVER CORP$21,2800.00%16,000CommonSOLE
23256X100CYBIN INC$5,9070.00%14,285CommonSOLE

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.