MondegarAI
INSIGNEO ADVISORY SERVICES, LLC

Q3 2024 · 13F-HR

INSIGNEO ADVISORY SERVICES, LLCholdings as filed

Filed 2024-11-15 · accession 0001964958-24-000005

$991.7M
Reported value
636
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 636

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$92.2M9.30%395,896CommonSOLE
023135106AMZNAMAZON COM INC$37.4M3.77%200,669CommonSOLE
594918104MSFTMICROSOFT CORP$36.8M3.71%85,508CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$36.7M3.70%63,887CommonSOLE
67066G104NVDANVIDIA CORPORATION$35.4M3.57%291,618CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$27.7M2.79%71,254CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$25.4M2.56%55,238CommonSOLE
30303M102METAMETA PLATFORMS INC$21.7M2.19%37,974CommonSOLE
02079K305GOOGLALPHABET INC$16.0M1.61%96,319CommonSOLE
78463V107GLDSPDR GOLD TR$15.9M1.60%65,274CommonSOLE
46090E103QQQINVESCO QQQ TR$14.2M1.43%29,147CommonSOLE
922908363VOOVANGUARD INDEX FDS$11.8M1.19%22,333CommonSOLE
88160R101TSLATESLA INC$10.8M1.09%41,188CommonSOLE
02079K107GOOGALPHABET INC$10.2M1.03%60,871CommonSOLE
46428Q109SLVISHARES SILVER TR$9.9M1.00%347,342CommonSOLE
464287226AGGISHARES TR$7.8M0.79%76,883CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$7.0M0.71%33,166CommonSOLE
92826C839VVISA INC$6.9M0.70%25,114CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$6.1M0.62%12,451CommonSOLE
532457108LLYELI LILLY & CO$5.8M0.59%6,570CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$5.7M0.58%9,777CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.5M0.55%46,904CommonSOLE
922908744VTVVANGUARD INDEX FDS$5.5M0.55%31,482CommonSOLE
09260D107BXBLACKSTONE INC$5.3M0.54%34,718CommonSOLE
64110L106NFLXNETFLIX INC$5.2M0.53%7,367CommonSOLE
438516106HONHONEYWELL INTL INC$5.2M0.52%25,111CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.9M0.49%17,262CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4.8M0.49%81,186CommonSOLE
G0176J109ALLEALLEGION PLC$4.8M0.48%32,664CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.7M0.48%26,510CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$4.7M0.47%20,714CommonSOLE
464287234EEMISHARES TR$4.5M0.45%98,343CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$4.5M0.45%10,592CommonSOLE
060505104BACBANK AMERICA CORP$4.5M0.45%112,700CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$4.5M0.45%5,023CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$4.3M0.43%26,101CommonSOLE
437076102HDHOME DEPOT INC$4.3M0.43%10,550CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$4.3M0.43%48,511CommonSOLE
254687106DISDISNEY WALT CO$4.3M0.43%44,253CommonSOLE
464287200IVVISHARES TR$4.2M0.43%7,350CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$4.1M0.42%6CommonSOLE
931142103WMTWALMART INC$4.1M0.41%50,604CommonSOLE
00287Y109ABBVABBVIE INC$4.0M0.40%20,282CommonSOLE
464288679SHVISHARES TR$3.9M0.39%34,897CommonSOLE
464287655IWMISHARES TR$3.8M0.38%17,145CommonSOLE
11135F101AVGOBROADCOM INC$3.7M0.38%21,713CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.7M0.38%23,090CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.6M0.36%1,743CommonSOLE
72200U100PCNPIMCO CORPORATE & INCM STRG$3.5M0.36%248,500CommonSOLE
45687V106IRINGERSOLL RAND INC$3.5M0.35%35,548CommonSOLE
191216100KOCOCA COLA CO$3.5M0.35%48,050CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$3.4M0.34%40,184CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.4M0.34%19,537CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.2M0.33%11,924CommonSOLE
464287176TIPISHARES TR$3.2M0.32%29,140CommonSOLE
92204A702VGTVANGUARD WORLD FD$3.2M0.32%5,413CommonSOLE
92189F437ANGLVANECK ETF TRUST$3.0M0.31%103,651CommonSOLE
032108649SILJAMPLIFY ETF TR$3.0M0.31%236,280CommonSOLE
922908512VOEVANGUARD INDEX FDS$3.0M0.31%18,127CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$3.0M0.31%136,371CommonSOLE
56585A102MPCMARATHON PETE CORP$3.0M0.30%18,508CommonSOLE
580135101MCDMCDONALDS CORP$3.0M0.30%9,791CommonSOLE
92189F676SMHVANECK ETF TRUST$2.9M0.29%11,838CommonSOLE
46434G822EWJISHARES INC$2.9M0.29%39,844CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$2.8M0.29%23,710CommonSOLE
464287242LQDISHARES TR$2.8M0.28%24,835CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$2.8M0.28%51,035CommonSOLE
149123101CATCATERPILLAR INC$2.8M0.28%7,110CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.7M0.28%8,016CommonSOLE
79466L302CRMSALESFORCE INC$2.7M0.27%9,962CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$2.7M0.27%37,964CommonSOLE
166764100CVXCHEVRON CORP NEW$2.7M0.27%18,189CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$2.6M0.27%58,289CommonSOLE
464287432TLTISHARES TR$2.6M0.27%26,910CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2.6M0.26%4,554CommonSOLE
464287150ITOTISHARES TR$2.5M0.26%20,202CommonSOLE
82509L107SHOPSHOPIFY INC$2.5M0.26%31,606CommonSOLE
921910816MGKVANGUARD WORLD FD$2.5M0.25%7,801CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.5M0.25%39,828CommonSOLE
68389X105ORCLORACLE CORP$2.5M0.25%14,652CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.5M0.25%38,468CommonSOLE
58933Y105MRKMERCK & CO INC$2.5M0.25%21,805CommonSOLE
N07059210ASMLASML HOLDING N V$2.5M0.25%2,948CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$2.4M0.25%4,732CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.4M0.25%6,378CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.4M0.24%13,987CommonSOLE
464288687PFFISHARES TR$2.4M0.24%71,098CommonSOLE
617446448MSMORGAN STANLEY$2.4M0.24%22,545CommonSOLE
46434V738IEURISHARES TR$2.3M0.24%38,531CommonSOLE
20825C104COPCONOCOPHILLIPS$2.3M0.23%21,721CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$2.3M0.23%44,426CommonSOLE
717081103PFEPFIZER INC$2.3M0.23%77,861CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.3M0.23%3,854CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.2M0.22%14,437CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.2M0.22%10,033CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$2.2M0.22%150,814CommonSOLE
81762P102NOWSERVICENOW INC$2.2M0.22%2,418CommonSOLE
172967424CCITIGROUP INC$2.2M0.22%34,507CommonSOLE
46434V407SHYGISHARES TR$2.2M0.22%49,523CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$2.1M0.21%20,001CommonSOLE
46438F101IBITISHARES BITCOIN TR$2.1M0.21%58,636CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.1M0.21%24,760CommonSOLE
92189F791GDXJVANECK ETF TRUST$2.1M0.21%42,495CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$2.0M0.20%27,053CommonSOLE
780259305SHELSHELL PLC$2.0M0.20%30,542CommonSOLE
75513E101RTXRTX CORPORATION$2.0M0.20%16,517CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.9M0.20%3,140CommonSOLE
461202103INTUINTUIT$1.9M0.19%3,057CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.9M0.19%5,340CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$1.9M0.19%31,376CommonSOLE
922908553VNQVANGUARD INDEX FDS$1.8M0.19%18,973CommonSOLE
548661107LOWLOWES COS INC$1.8M0.19%6,818CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.8M0.19%40,882CommonSOLE
464287184FXIISHARES TR$1.8M0.18%57,083CommonSOLE
713448108PEPPEPSICO INC$1.8M0.18%10,585CommonSOLE
00206R102TAT&T INC$1.8M0.18%79,606CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.7M0.17%29,294CommonSOLE
G29183103ETNEATON CORP PLC$1.7M0.17%5,161CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$1.7M0.17%85,960CommonSOLE
882508104TXNTEXAS INSTRS INC$1.7M0.17%8,181CommonSOLE
872540109TJXTJX COS INC NEW$1.7M0.17%14,372CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.7M0.17%3,437CommonSOLE
002824100ABTABBOTT LABS$1.6M0.16%14,247CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.6M0.16%28,682CommonSOLE
69346J106GHYPGIM GLOBAL HIGH YIELD FD FO$1.6M0.16%125,500CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.6M0.16%13,196CommonSOLE
H1467J104CBCHUBB LIMITED$1.6M0.16%5,533CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.6M0.16%21,189CommonSOLE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$1.6M0.16%34,779CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.5M0.16%77,053CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.5M0.16%18,419CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.5M0.16%3,107CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.5M0.15%5,436CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.5M0.15%19,031CommonSOLE
87612E106TGTTARGET CORP$1.5M0.15%9,692CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$1.5M0.15%144,152CommonSOLE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$1.5M0.15%42,405CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.5M0.15%19,035CommonSOLE
20030N101CMCSACOMCAST CORP$1.5M0.15%34,912CommonSOLE
670100205NVONOVO-NORDISK A S$1.4M0.14%11,947CommonSOLE
464285204IAUISHARES GOLD TR$1.4M0.14%27,575CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$1.4M0.14%22,989CommonSOLE
G54950103LINLINDE PLC$1.4M0.14%2,844CommonSOLE
464288513HYGISHARES TR$1.3M0.14%16,733CommonSOLE
88339J105TTDTHE TRADE DESK INC$1.3M0.13%12,126CommonSOLE
46432F388VLUEISHARES TR$1.3M0.13%12,032CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.3M0.13%9,603CommonSOLE
743315103PGRPROGRESSIVE CORP$1.3M0.13%5,143CommonSOLE
235851102DHRDANAHER CORPORATION$1.3M0.13%4,655CommonSOLE
464287507IJHISHARES TR$1.3M0.13%20,752CommonSOLE
464287804IJRISHARES TR$1.3M0.13%11,013CommonSOLE
244199105DEDEERE & CO$1.3M0.13%3,068CommonSOLE
464287465EFAISHARES TR$1.3M0.13%15,308CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.3M0.13%5,502CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.3M0.13%21,718CommonSOLE
33939L407GUNRFLEXSHARES TR$1.2M0.12%30,014CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.2M0.12%11,774CommonSOLE
464289875AOMISHARES TR$1.2M0.12%27,000CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.2M0.12%10,495CommonSOLE
17275R102CSCOCISCO SYS INC$1.2M0.12%22,685CommonSOLE
031162100AMGNAMGEN INC$1.2M0.12%3,743CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.2M0.12%4,006CommonSOLE
464288257ACWIISHARES TR$1.2M0.12%9,781CommonSOLE
369604301GEGE AEROSPACE$1.2M0.12%6,166CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$1.2M0.12%27,730CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.2M0.12%4,658CommonSOLE
097023105BABOEING CO$1.1M0.12%7,537CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.1M0.11%6,800CommonSOLE
922908611VBRVANGUARD INDEX FDS$1.1M0.11%5,434CommonSOLE
92189F106GDXVANECK ETF TRUST$1.1M0.11%26,726CommonSOLE
747525103QCOMQUALCOMM INC$1.1M0.11%6,246CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$1.1M0.11%20,650CommonSOLE
464288760ITAISHARES TR$1.1M0.11%7,052CommonSOLE
98978V103ZTSZOETIS INC$1.0M0.10%5,259CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$1.0M0.10%22,290CommonSOLE
09247X101BLKCHFBLACKROCK INC$1.0M0.10%1,061CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$1.0M0.10%47,348CommonSOLE
92189H409HYDVANECK ETF TRUST$996,3360.10%18,774CommonSOLE
055622104BPBP PLC$995,1520.10%31,703CommonSOLE
701094104PHPARKER-HANNIFIN CORP$986,6870.10%1,562CommonSOLE
009066101ABNBAIRBNB INC$967,1800.10%7,627CommonSOLE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$934,0860.09%25,775CommonSOLE
904767704UNILEVER PLC$926,0050.09%14,255CommonSOLE
654106103NKENIKE INC$923,0730.09%10,442CommonSOLE
032654105ADIANALOG DEVICES INC$921,9130.09%4,005CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$921,7270.09%997CommonSOLE
902973304USBUS BANCORP DEL$920,4080.09%20,127CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$917,9160.09%2,405CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$914,3750.09%1,732CommonSOLE
46434V647REETISHARES TR$900,8390.09%33,752CommonSOLE
907818108UNPUNION PAC CORP$895,0650.09%3,631CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$892,3940.09%3,718CommonSOLE
03076C106AMPAMERIPRISE FINL INC$889,8710.09%1,894CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$887,9340.09%771CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$878,3110.09%836CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$870,0510.09%4,707CommonSOLE
464288182AAXJISHARES TR$864,6760.09%11,022CommonSOLE
00214Q104ARKKARK ETF TR$849,3140.09%17,869CommonSOLE
G5960L103MDTMEDTRONIC PLC$837,2350.08%9,300CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$836,8880.08%22,497CommonSOLE
767204100RIORIO TINTO PLC$824,2910.08%11,582CommonSOLE
369550108GDGENERAL DYNAMICS CORP$820,8950.08%2,716CommonSOLE
038222105AMATAPPLIED MATLS INC$818,7070.08%4,052CommonSOLE
78433H303SPYINEOS ETF TRUST$817,8860.08%15,965CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$813,9000.08%3,531CommonSOLE
125523100CITHE CIGNA GROUP$809,6300.08%2,337CommonSOLE
464286640ECHISHARES INC$802,4680.08%29,416CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$797,4490.08%8,924CommonSOLE
464287614IWFISHARES TR$790,9310.08%2,107CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$783,7880.08%9,649CommonSOLE
001055102AFLAFLAC INC$778,0160.08%6,959CommonSOLE
855244109SBUXSTARBUCKS CORP$770,1730.08%7,900CommonSOLE
075887109BDXBECTON DICKINSON & CO$768,9800.08%3,189CommonSOLE
609207105MDLZMONDELEZ INTL INC$767,2600.08%10,415CommonSOLE
803054204SAPSAP SE$765,0800.08%3,340CommonSOLE
046353108AZNNASTRAZENECA PLC$763,6740.08%9,802CommonSOLE
375558103GILDGILEAD SCIENCES INC$762,6090.08%9,096CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$760,6040.08%8,377CommonSOLE
464287523SOXXISHARES TR$755,7260.08%3,277CommonSOLE
260003108DOVDOVER CORP$753,5380.08%3,930CommonSOLE
97717W422EPIWISDOMTREE TR$750,1890.08%14,867CommonSOLE
94106L109WMWASTE MGMT INC DEL$745,4010.08%3,591CommonSOLE
89832Q109TFCTRUIST FINL CORP$742,8720.07%17,369CommonSOLE
040413106ANETEURARISTA NETWORKS INC$740,7730.07%1,930CommonSOLE
48251W104KKRKKR & CO INC$737,5290.07%5,648CommonSOLE
78409V104SPGIS&P GLOBAL INC$736,8290.07%1,426CommonSOLE
345370860FFORD MTR CO DEL$735,6880.07%69,667CommonSOLE
92189F429PFXFVANECK ETF TRUST$732,2270.07%40,100CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$727,6590.07%14,064CommonSOLE
25243Q205DEODIAGEO PLC$710,5410.07%5,063CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$703,9040.07%48,312CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$703,4530.07%167CommonSOLE
872590104TMUST-MOBILE US INC$701,4560.07%3,399CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$700,9090.07%34,392CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$700,3020.07%858CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$699,4640.07%7,453CommonSOLE
H01301128ALCALCON AG$698,3110.07%6,984CommonSOLE
23331A109DHID R HORTON INC$695,1700.07%3,644CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$693,1430.07%10,695CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$691,4410.07%13,093CommonSOLE
464286525ACWVISHARES INC$690,8450.07%6,032CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$690,2350.07%14,425CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$689,6960.07%3,871CommonSOLE
98138H101WDAYWORKDAY INC$688,7470.07%2,818CommonSOLE
G87052109TELTE CONNECTIVITY PLC$683,9850.07%4,530CommonSOLE
464288281EMBISHARES TR$679,8590.07%7,265CommonSOLE
02209S103MOALTRIA GROUP INC$679,5500.07%13,314CommonSOLE
464288240ACWXISHARES TR$676,7980.07%11,828CommonSOLE
852234103XYZBLOCK INC$676,2680.07%10,074CommonSOLE
92189H607OIHVANECK ETF TRUST$669,5560.07%2,360CommonSOLE
Y2573F102FLEXFLEX LTD$665,1900.07%19,898CommonSOLE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$664,8000.07%18,106CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$663,4870.07%4,899CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$660,6870.07%2,822CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$654,4150.07%25,083CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$652,4770.07%2,743CommonSOLE
46140H700DBBINVESCO DB MULTI-SECTOR COMM$651,4960.07%31,337CommonSOLE
33740F581QMARFIRST TR EXCHNG TRADED FD VI$650,4270.07%22,716CommonSOLE
74347W353AGQPROSHARES TR II$646,7570.07%15,993CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$645,4690.07%17,742CommonSOLE
92338C103VLTOVERALTO CORP$645,0970.07%5,767CommonSOLE
46435G334EWUISHARES TR$642,6290.06%17,178CommonSOLE
09260E105BMEZBLACKROCK HEALTH SCIENCS TR$642,1640.06%40,541CommonSOLE
33740U109DEEDFIRST TR EXCHNG TRADED FD VI$639,3310.06%29,381CommonSOLE
464287499IWRISHARES TR$638,0450.06%7,239CommonSOLE
464288430AIAISHARES TR$634,6910.06%8,781CommonSOLE
05464C101AXONAXON ENTERPRISE INC$626,5730.06%1,568CommonSOLE
78468R721TFISPDR SER TR$625,9700.06%13,367CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$623,8940.06%20,693CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$618,8780.06%6,052CommonSOLE
458140100INTCINTEL CORP$616,0080.06%26,258CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$615,6620.06%2,188CommonSOLE
69374H105PTLCPACER FDS TR$613,5210.06%11,675CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$611,1150.06%1,314CommonSOLE
88579Y101MMM3M CO$598,4760.06%4,378CommonSOLE
336920103FPXFIRST TR EXCHANGE TRADED FD$597,5570.06%5,423CommonSOLE
91912E105VALEVALE S A$595,5520.06%50,989CommonSOLE
37045V100GMGENERAL MTRS CO$588,4800.06%13,124CommonSOLE
31428X106FDXFEDEX CORP$587,0440.06%2,145CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$581,0690.06%11,640CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$580,4930.06%456CommonSOLE
464286608EZUISHARES INC$578,1860.06%11,070CommonSOLE
46138E198XMLVINVESCO EXCH TRADED FD TR II$574,6500.06%9,414CommonSOLE
088606108BHPBHP GROUP LTD$573,4620.06%9,233CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$570,7880.06%12,009CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$569,6720.06%2,122CommonSOLE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$569,0080.06%48,800CommonSOLE
594972408MSTRMICROSTRATEGY INC$565,9900.06%3,357CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$564,6430.06%6,742CommonSOLE
842587107SOSOUTHERN CO$564,5630.06%6,260CommonSOLE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$563,3460.06%23,800CommonSOLE
115637209BF/BBROWN FORMAN CORP$557,7310.06%11,336CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$553,5410.06%3,121CommonSOLE
89151E109TTENTOTALENERGIES SE$551,7260.06%8,538CommonSOLE
25746U109DDOMINION ENERGY INC$544,0930.05%9,415CommonSOLE
29250N105ENBENBRIDGE INC$543,5090.05%13,367CommonSOLE
G4705A100ICLRICON PLC$542,7290.05%1,889CommonSOLE
303250104FICOFAIR ISAAC CORP$542,2420.05%279CommonSOLE
00214Q302ARKGARK ETF TR$541,5680.05%21,155CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$539,0140.05%5,618CommonSOLE
97717W109DTDWISDOMTREE TR$534,7560.05%6,974CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$534,4810.05%19,464CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$533,7410.05%21,821CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$532,3290.05%2,513CommonSOLE
66987V109NVSNOVARTIS AG$523,9160.05%4,555CommonSOLE
22052L104CTVACORTEVA INC$523,7010.05%8,908CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$522,4170.05%8,553CommonSOLE
969457100WMBWILLIAMS COS INC$521,9620.05%11,434CommonSOLE
12514G108CDWCDW CORP$520,7070.05%2,301CommonSOLE
22822V101CCICROWN CASTLE INC$518,5320.05%4,371CommonSOLE
12575Q105CME GROUP INC$508,8170.05%2,306CommonSOLE
372460105GPCGENUINE PARTS CO$507,0350.05%3,630CommonSOLE
464287598IWDISHARES TR$504,6780.05%2,659CommonSOLE
37954Y871URAGLOBAL X FDS$498,7580.05%17,433CommonSOLE
704326107PAYXPAYCHEX INC$495,5640.05%3,693CommonSOLE
126650100CVSCVS HEALTH CORP$494,6380.05%7,866CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$493,2720.05%11,642CommonSOLE
29273V100ETENERGY TRANSFER L P$493,1540.05%30,726CommonSOLE
835699307SONYSONY GROUP CORP$492,7970.05%5,103CommonSOLE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$489,3080.05%15,928CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$486,2080.05%4,887CommonSOLE
571903202MARMARRIOTT INTL INC NEW$481,5380.05%1,937CommonSOLE
464288414MUBISHARES TR$479,9270.05%4,418CommonSOLE
49177J102KVUEKENVUE INC$479,6930.05%20,739CommonSOLE
464286400EWZISHARES INC$478,9770.05%16,242CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$473,8750.05%2,365CommonSOLE
893641100TDGTRANSDIGM GROUP INC$473,0940.05%332CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$469,4590.05%1,732CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$469,0200.05%16,112CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$466,0810.05%7,869CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$461,5900.05%5,180CommonSOLE
74762E102QUREQUANTA SVCS INC$457,8100.05%1,536CommonSOLE
036752103ELVELEVANCE HEALTH INC$457,6820.05%880CommonSOLE
436440101HO1HOLOGIC INC$456,7460.05%5,607CommonSOLE
46435U556ARTYISHARES TR$452,4470.05%13,214CommonSOLE
337738108FISVFISERV INC$450,3830.05%2,507CommonSOLE
833445109SNOWSNOWFLAKE INC$449,9230.05%3,917CommonSOLE
863667101SYKSTRYKER CORPORATION$448,7040.05%1,242CommonSOLE
G6095L109APTIV PLC$446,8220.05%6,205CommonSOLE
98389B100XELXCEL ENERGY INC$442,7990.04%6,781CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$441,5780.04%9,021CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$438,3190.04%2,593CommonSOLE
37954Y293MLPXGLOBAL X FDS$436,0390.04%8,011CommonSOLE
38149W614GSCGOLDMAN SACHS ETF TR$435,3840.04%8,227CommonSOLE
36828A101GEVGE VERNOVA INC$432,3820.04%1,696CommonSOLE
260557103DOWDOW INC$432,2870.04%7,913CommonSOLE
46429B747STIPISHARES TR$430,6060.04%4,250CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$430,5030.04%5,547CommonSOLE
222070203COTYCOTY INC$429,8840.04%45,781CommonSOLE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$427,0920.04%4,100CommonSOLE
N3167Y103RACEFERRARI N V$425,4850.04%906CommonSOLE
95766A101XEMDXWESTERN ASSET EMERGING MKTS$421,5360.04%41,408CommonSOLE
92189F643MOATVANECK ETF TRUST$420,2780.04%4,335CommonSOLE
056752108BIDUBAIDU INC$417,7910.04%3,968CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$415,9500.04%2,778CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$410,3510.04%2,072CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$409,9050.04%762CommonSOLE
G8473T100STESTERIS PLC$408,9220.04%1,686CommonSOLE
46432F339QUALISHARES TR$408,8040.04%2,280CommonSOLE
464287457SHYISHARES TR$408,0690.04%4,908CommonSOLE
91232N207USOUNITED STS OIL FD LP$405,3960.04%5,798CommonSOLE
69374H303PTNQPACER FDS TR$404,4880.04%5,516CommonSOLE
80105N105SNYSANOFI$404,4470.04%7,018CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$402,0440.04%9,552CommonSOLE
56501R106MFCMANULIFE FINL CORP$397,5950.04%13,455CommonSOLE
381430107GSIEGOLDMAN SACHS ETF TR$397,1590.04%10,980CommonSOLE
46434G103IEMGISHARES INC$396,9670.04%6,915CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$395,2020.04%5,500CommonSOLE
46434V803HEFAISHARES TR$394,1640.04%11,128CommonSOLE
11271J107BNBROOKFIELD CORP$393,2350.04%7,395CommonSOLE
88162G103TTEKTETRA TECH INC NEW$392,2300.04%8,317CommonSOLE
912318409UNGUNITED STS NAT GAS FD LP$390,7120.04%23,926CommonSOLE
72201Y101PDIPIMCO DYNAMIC INCOME FD$387,9680.04%19,140CommonSOLE
G0403H108AONAON PLC$387,1630.04%1,119CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$384,1280.04%7,363CommonSOLE
464288638IGIBISHARES TR$383,4000.04%7,137CommonSOLE
925652109VICIVICI PPTYS INC$382,7320.04%11,490CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$382,6950.04%15,500CommonSOLE
G6683N103NUNU HLDGS LTD$381,5720.04%27,954CommonSOLE
405552100HLNHALEON PLC$380,4670.04%35,961CommonSOLE
247361702DALDELTA AIR LINES INC DEL$378,8520.04%7,459CommonSOLE
042068205ARMARM HOLDINGS PLC$377,4030.04%2,639CommonSOLE
89055F103BLDTOPBUILD CORP$373,8580.04%919CommonSOLE
05534B760BCEBCE INC$370,6940.04%10,650CommonSOLE
85208P303URNMSPROTT FDS TR$370,0220.04%8,065CommonSOLE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$368,5000.04%23,382CommonSOLE
444859102HUMHUMANA INC$367,1020.04%1,159CommonSOLE
58155Q103MCKMCKESSON CORP$366,1200.04%741CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$365,6710.04%836CommonSOLE
46429B697USMVISHARES TR$363,8360.04%3,985CommonSOLE
285512109EAELECTRONIC ARTS INC$362,9030.04%2,530CommonSOLE
09354A100BLNKBLINK CHARGING CO$361,2000.04%210,000CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$360,0000.04%12,775CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$359,6860.04%2,011CommonSOLE
55354G100MSCIMSCI INC$359,6680.04%617CommonSOLE
464286392URTHISHARES INC$356,9700.04%2,275CommonSOLE
48241A105KBKB FINL GROUP INC$355,7420.04%5,761CommonSOLE
46432F842IEFAISHARES TR$355,5490.04%4,555CommonSOLE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$355,5410.04%8,794CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$355,1500.04%8,741CommonSOLE
03957W106AROCARCHROCK INC$354,6250.04%17,521CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$351,2460.04%4,551CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$351,0250.04%953CommonSOLE
682189105ONON SEMICONDUCTOR CORP$349,9080.04%4,819CommonSOLE
693506107PPGPPG INDS INC$348,7670.04%2,633CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$348,4630.04%775CommonSOLE
733174700BPOPPOPULAR INC$348,2380.04%3,473CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$347,8700.04%2,445CommonSOLE
366651107ITGARTNER INC$347,6930.04%686CommonSOLE
219350105GLWCORNING INC$346,8870.03%7,683CommonSOLE
231561101CWCURTISS WRIGHT CORP$346,7680.03%1,055CommonSOLE
26875P101EOGEOG RES INC$343,3430.03%2,793CommonSOLE
46429B598INDAISHARES TR$342,6930.03%5,855CommonSOLE
40054A108SUPVGRUPO SUPERVIELLE S.A.$339,4950.03%47,749CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TR BTC$338,9060.03%6,711CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$335,7870.03%8,566CommonSOLE
101044105BOCBOSTON OMAHA CORP$335,6160.03%22,570CommonSOLE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$332,0420.03%12,450CommonSOLE
82889N202SPDSIMPLIFY EXCHANGE TRADED FUN$331,4530.03%9,903CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$331,1750.03%4,592CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$331,1250.03%1,484CommonSOLE
464287861IEVISHARES TR$329,9830.03%5,663CommonSOLE
H5919C104ONONON HLDG AG$329,3850.03%6,568CommonSOLE
00766T100ACMAECOM$328,3990.03%3,180CommonSOLE
23804L103DDOGDATADOG INC$326,3100.03%2,836CommonSOLE
152006102CGAUCENTERRA GOLD INC$325,6650.03%45,484CommonSOLE
756109104OREALTY INCOME CORP$323,6320.03%5,103CommonSOLE
464286533EEMVISHARES INC$323,0300.03%5,152CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$322,8330.03%14,116CommonSOLE
00162Q676ENFRALPS ETF TR$322,7300.03%11,416CommonSOLE
116794108BRKRBRUKER CORP$321,9580.03%4,662CommonSOLE
37954Y715BOTZGLOBAL X FDS$320,9860.03%9,984CommonSOLE
464287788IYFISHARES TR$318,8690.03%3,069CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$316,0220.03%2,530CommonSOLE
25809K105DASHDOORDASH INC$315,3620.03%2,210CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$313,7720.03%3,058CommonSOLE
464287440IEFISHARES TR$313,3950.03%3,194CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$312,2920.03%6,059CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$310,9380.03%15,257CommonSOLE
97717Y527USFRWISDOMTREE TR$306,2420.03%6,098CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$305,0710.03%1,845CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$302,4560.03%5,681CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$301,8620.03%3,132CommonSOLE
482480100KLACKLA CORP$301,6420.03%390CommonSOLE
428291108HXLHEXCEL CORP NEW$300,4320.03%4,859CommonSOLE
44951W106IESCIES HLDGS INC$299,4300.03%1,500CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$299,3720.03%823CommonSOLE
816851109SRESEMPRA$299,1450.03%3,577CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$295,5870.03%1,488CommonSOLE
46434G848PICKISHARES INC$293,8280.03%6,800CommonSOLE
889478103TOLTOLL BROTHERS INC$293,6860.03%1,901CommonSOLE
46284V101IRMIRON MTN INC DEL$293,5880.03%2,471CommonSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETU$292,5730.03%16,863CommonSOLE
032108664HACKAMPLIFY ETF TR$288,0730.03%4,219CommonSOLE
37954Y855LITGLOBAL X FDS$288,0190.03%6,607CommonSOLE
760759100RSGREPUBLIC SVCS INC$287,8040.03%1,433CommonSOLE
878742204TECKTECK RESOURCES LTD$285,4390.03%5,464CommonSOLE
33733A201EDOWFIRST TR EXCHANGE TRADED FD$283,9100.03%7,893CommonSOLE
78709Y105SAIASAIA INC$283,7820.03%649CommonSOLE
74340W103PLDPROLOGIS INC.$282,3780.03%2,236CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$280,4980.03%1,895CommonSOLE
942622200WSOWATSCO INC$279,8800.03%569CommonSOLE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$279,6640.03%11,350CommonSOLE
464286806EWGISHARES INC$279,1800.03%8,250CommonSOLE
08265T208BSYBENTLEY SYS INC$278,5150.03%5,482CommonSOLE
34959E109FTNTFORTINET INC$276,3880.03%3,564CommonSOLE
032095101APHAMPHENOL CORP NEW$276,2800.03%4,240CommonSOLE
464288646IGSBISHARES TR$273,2000.03%5,188CommonSOLE
443573100HUBSHUBSPOT INC$272,7110.03%513CommonSOLE
922908538VOTVANGUARD INDEX FDS$271,9560.03%1,117CommonSOLE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$271,8920.03%5,131CommonSOLE
78464A870XBISPDR SER TR$271,7990.03%2,751CommonSOLE
125896100CMSCMS ENERGY CORP$271,0780.03%3,838CommonSOLE
526057104LENLENNAR CORP$270,5340.03%1,443CommonSOLE
136375102CNICANADIAN NATL RY CO$269,8180.03%2,303CommonSOLE
871607107SNPSSYNOPSYS INC$268,1340.03%530CommonSOLE
871829107SYYSYSCO CORP$267,9020.03%3,432CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$267,4650.03%2,789CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$266,3940.03%2,947CommonSOLE
205887102CAGCONAGRA BRANDS INC$266,2740.03%8,188CommonSOLE
72201R775BONDPIMCO ETF TR$264,9080.03%2,800CommonSOLE
78464A763SDYSPDR SER TR$264,2860.03%1,861CommonSOLE
464287309IVWISHARES TR$261,7810.03%2,734CommonSOLE
052769106ADSKAUTODESK INC$260,6040.03%946CommonSOLE
45782C508PJANINNOVATOR ETFS TRUST$260,0270.03%6,293CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$258,5220.03%5,476CommonSOLE
921935607VFMFVANGUARD WELLINGTON FD$258,4430.03%1,982CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$257,6150.03%2,352CommonSOLE
62914V106NIONIO INC$256,9400.03%38,464CommonSOLE
749685103RPMRPM INTL INC$256,8830.03%2,123CommonSOLE
74348A814RINFPROSHARES TR$256,3940.03%7,972CommonSOLE
29444U700EQIXEQUINIX INC$253,8620.03%286CommonSOLE
74933W452TBILRBB FD INC$250,3000.03%5,002CommonSOLE
464287663IUSVISHARES TR$249,2390.03%2,610CommonSOLE
09173B1071B2BITFARMS LTD$248,1200.03%117,600CommonSOLE
636274409NGGNATIONAL GRID PLC$246,7010.02%3,541CommonSOLE
40415F101HDBHDFC BANK LTD$245,5480.02%3,925CommonSOLE
78468R556XOPSPDR SER TR$243,5440.02%1,852CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$242,0910.02%12,505CommonSOLE
427866108HSYHERSHEY CO$240,8760.02%1,256CommonSOLE

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.