MondegarAI
INSIGNEO ADVISORY SERVICES, LLC

Q4 2024 · 13F-HR

INSIGNEO ADVISORY SERVICES, LLCholdings as filed

Filed 2025-02-13 · accession 0001964958-25-000001

$968.3M
Reported value
626
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 626

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$94.6M9.77%377,964CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$42.1M4.35%71,845CommonSOLE
023135106AMZNAMAZON COM INC$42.1M4.34%191,723CommonSOLE
67066G104NVDANVIDIA CORPORATION$38.6M3.98%287,105CommonSOLE
594918104MSFTMICROSOFT CORP$34.3M3.54%81,306CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$26.3M2.72%71,231CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$25.8M2.67%56,958CommonSOLE
30303M102METAMETA PLATFORMS INC$20.5M2.11%34,940CommonSOLE
02079K305GOOGLALPHABET INC$19.3M1.99%101,760CommonSOLE
46090E103QQQINVESCO QQQ TR$16.1M1.67%31,577CommonSOLE
78463V107GLDSPDR GOLD TR$15.1M1.56%62,301CommonSOLE
88160R101TSLATESLA INC$14.8M1.53%36,589CommonSOLE
46428Q109SLVISHARES SILVER TR$10.5M1.08%397,160CommonSOLE
02079K107GOOGALPHABET INC$10.2M1.06%53,666CommonSOLE
922908363VOOVANGUARD INDEX FDS$9.5M0.98%17,645CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$7.8M0.80%32,387CommonSOLE
92826C839VVISA INC$7.7M0.79%24,313CommonSOLE
464287226AGGISHARES TR$7.0M0.72%72,247CommonSOLE
464287200IVVISHARES TR$6.9M0.71%11,661CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$6.6M0.68%37,485CommonSOLE
09260D107BXBLACKSTONE INC$6.5M0.67%37,463CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$6.2M0.64%117,509CommonSOLE
64110L106NFLXNETFLIX INC$6.2M0.64%6,902CommonSOLE
922908744VTVVANGUARD INDEX FDS$5.8M0.59%34,022CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.6M0.58%10,615CommonSOLE
438516106HONHONEYWELL INTL INC$5.5M0.57%24,265CommonSOLE
464287655IWMISHARES TR$4.9M0.51%22,280CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.9M0.51%16,888CommonSOLE
254687106DISDISNEY WALT CO$4.8M0.50%43,538CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$4.8M0.50%11,309CommonSOLE
11135F101AVGOBROADCOM INC$4.7M0.49%20,386CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$4.5M0.47%4,926CommonSOLE
G0176J109ALLEALLEGION PLC$4.3M0.44%32,601CommonSOLE
532457108LLYELI LILLY & CO$4.2M0.44%5,496CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$4.2M0.44%155,006CommonSOLE
30231G102XOMEXXON MOBIL CORP$4.2M0.44%39,355CommonSOLE
931142103WMTWALMART INC$4.2M0.44%46,779CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$4.1M0.42%6CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$4.0M0.41%46,770CommonSOLE
464288679SHVISHARES TR$4.0M0.41%36,150CommonSOLE
060505104BACBANK AMERICA CORP$3.8M0.40%87,552CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$3.7M0.38%76,312CommonSOLE
92204A702VGTVANGUARD WORLD FD$3.5M0.36%5,575CommonSOLE
72200U100PCNPIMCO CORPORATE & INCM STRG$3.3M0.34%248,500CommonSOLE
437076102HDHOME DEPOT INC$3.3M0.34%8,415CommonSOLE
92189F437ANGLVANECK ETF TRUST$3.3M0.34%113,671CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.2M0.34%6,417CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$3.2M0.33%55,589CommonSOLE
79466L302CRMSALESFORCE INC$3.1M0.32%9,279CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.1M0.32%17,023CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.1M0.32%40,656CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.0M0.31%10,165CommonSOLE
45687V106IRINGERSOLL RAND INC$3.0M0.31%33,190CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.0M0.31%1,760CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.0M0.30%20,417CommonSOLE
82509L107SHOPSHOPIFY INC$2.9M0.30%27,657CommonSOLE
922908512VOEVANGUARD INDEX FDS$2.9M0.30%18,174CommonSOLE
166764100CVXCHEVRON CORP NEW$2.9M0.30%20,149CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$2.9M0.30%134,779CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.9M0.30%14,473CommonSOLE
464287242LQDISHARES TR$2.8M0.29%26,201CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.8M0.29%23,129CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$2.8M0.29%23,710CommonSOLE
464287176TIPISHARES TR$2.8M0.29%25,965CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.8M0.28%46,739CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.7M0.28%19,909CommonSOLE
191216100KOCOCA COLA CO$2.7M0.28%43,895CommonSOLE
032108649SILJAMPLIFY ETF TR$2.7M0.28%273,565CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.7M0.27%6,467CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2.6M0.27%4,649CommonSOLE
68389X105ORCLORACLE CORP$2.6M0.26%15,348CommonSOLE
56585A102MPCMARATHON PETE CORP$2.5M0.26%18,221CommonSOLE
46434G822EWJISHARES INC$2.5M0.26%37,055CommonSOLE
46434V407SHYGISHARES TR$2.5M0.26%58,237CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$2.5M0.25%48,556CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$2.4M0.25%96,031CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$2.4M0.25%185,513CommonSOLE
00287Y109ABBVABBVIE INC$2.4M0.25%13,412CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.4M0.24%14,150CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$2.4M0.24%39,376CommonSOLE
464288687PFFISHARES TR$2.3M0.24%74,448CommonSOLE
92189F676SMHVANECK ETF TRUST$2.3M0.24%9,552CommonSOLE
464287234EEMISHARES TR$2.2M0.23%53,685CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.2M0.23%9,509CommonSOLE
580135101MCDMCDONALDS CORP$2.2M0.23%7,559CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.2M0.22%37,703CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$2.1M0.22%33,177CommonSOLE
81762P102NOWSERVICENOW INC$2.1M0.22%1,971CommonSOLE
464287432TLTISHARES TR$2.1M0.21%23,724CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.0M0.21%5,892CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.0M0.21%3,486CommonSOLE
58933Y105MRKMERCK & CO INC$2.0M0.20%19,825CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.9M0.20%3,928CommonSOLE
172967424CCITIGROUP INC$1.9M0.20%27,109CommonSOLE
464287184FXIISHARES TR$1.9M0.20%62,524CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.9M0.19%32,056CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$1.8M0.19%25,209CommonSOLE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$1.8M0.19%42,512CommonSOLE
46434V738IEURISHARES TR$1.8M0.19%33,533CommonSOLE
149123101CATCATERPILLAR INC$1.8M0.19%4,977CommonSOLE
00724F101ADBEADOBE INC$1.8M0.19%4,050CommonSOLE
464287150ITOTISHARES TR$1.8M0.18%13,774CommonSOLE
N07059210ASMLASML HOLDING N V$1.8M0.18%2,554CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$1.7M0.18%86,850CommonSOLE
75513E101RTXRTX CORPORATION$1.7M0.18%15,043CommonSOLE
921910816MGKVANGUARD WORLD FD$1.7M0.18%5,014CommonSOLE
92189F791GDXJVANECK ETF TRUST$1.7M0.18%40,259CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.7M0.18%22,012CommonSOLE
617446448MSMORGAN STANLEY$1.7M0.17%13,350CommonSOLE
780259305SHELSHELL PLC$1.7M0.17%26,413CommonSOLE
464288257ACWIISHARES TR$1.7M0.17%14,053CommonSOLE
69346J106GHYPGIM GLOBAL HIGH YIELD FD FO$1.6M0.17%133,500CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$1.6M0.17%38,436CommonSOLE
922908553VNQVANGUARD INDEX FDS$1.6M0.17%18,063CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.6M0.16%18,508CommonSOLE
00206R102TAT&T INC$1.6M0.16%69,301CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$1.6M0.16%37,807CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.6M0.16%4,443CommonSOLE
717081103PFEPFIZER INC$1.6M0.16%58,769CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.6M0.16%18,321CommonSOLE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$1.5M0.16%42,555CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$1.5M0.16%159,447CommonSOLE
78464A854SPYMSPDR SER TR$1.5M0.16%22,140CommonSOLE
78433H303SPYINEOS ETF TRUST$1.5M0.16%29,714CommonSOLE
097023105BABOEING CO$1.5M0.15%8,289CommonSOLE
548661107LOWLOWES COS INC$1.5M0.15%5,921CommonSOLE
87612E106TGTTARGET CORP$1.4M0.15%10,708CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.4M0.15%23,822CommonSOLE
464287598IWDISHARES TR$1.4M0.15%7,721CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.4M0.15%2,744CommonSOLE
464285204IAUISHARES GOLD TR$1.4M0.15%28,446CommonSOLE
002824100ABTABBOTT LABS$1.4M0.15%12,436CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.4M0.14%2,646CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.4M0.14%6,226CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.4M0.14%74,251CommonSOLE
461202103INTUINTUIT$1.4M0.14%2,154CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.4M0.14%22,417CommonSOLE
872540109TJXTJX COS INC NEW$1.3M0.14%11,137CommonSOLE
20825C104COPCONOCOPHILLIPS$1.3M0.14%13,487CommonSOLE
922908611VBRVANGUARD INDEX FDS$1.3M0.14%6,731CommonSOLE
464287804IJRISHARES TR$1.3M0.14%11,484CommonSOLE
464287465EFAISHARES TR$1.3M0.13%17,125CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$1.3M0.13%21,512CommonSOLE
17275R102CSCOCISCO SYS INC$1.2M0.13%21,053CommonSOLE
464288760ITAISHARES TR$1.2M0.13%8,573CommonSOLE
464287507IJHISHARES TR$1.2M0.13%19,970CommonSOLE
464289875AOMISHARES TR$1.2M0.13%28,006CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.2M0.12%29,946CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.2M0.12%10,949CommonSOLE
747525103QCOMQUALCOMM INC$1.2M0.12%7,641CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.2M0.12%16,325CommonSOLE
464288513HYGISHARES TR$1.2M0.12%14,627CommonSOLE
88339J105TTDTHE TRADE DESK INC$1.1M0.12%9,683CommonSOLE
48251W104KKRKKR & CO INC$1.1M0.11%7,525CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.1M0.11%15,397CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$1.1M0.11%21,264CommonSOLE
670100205NVONOVO-NORDISK A S$1.1M0.11%12,359CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.1M0.11%12,513CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.0M0.11%11,725CommonSOLE
92189H409HYDVANECK ETF TRUST$1.0M0.11%19,982CommonSOLE
H1467J104CBCHUBB LIMITED$1.0M0.11%3,707CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.0M0.10%1,892CommonSOLE
009066101ABNBAIRBNB INC$1.0M0.10%7,665CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$983,9130.10%6,603CommonSOLE
235851102DHRDANAHER CORPORATION$977,1700.10%4,257CommonSOLE
20030N101CMCSACOMCAST CORP NEW$974,8040.10%25,974CommonSOLE
718172109PMPHILIP MORRIS INTL INC$973,0300.10%8,085CommonSOLE
713448108PEPPEPSICO INC$967,8780.10%6,365CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$951,1720.10%7,543CommonSOLE
464287721IYWISHARES TR$948,6650.10%5,947CommonSOLE
33939L407GUNRFLEXSHARES TR$929,0580.10%25,552CommonSOLE
464288430AIAISHARES TR$927,8470.10%13,679CommonSOLE
05464C101AXONAXON ENTERPRISE INC$923,5730.10%1,554CommonSOLE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$921,3280.10%24,975CommonSOLE
00214Q104ARKKARK ETF TR$920,2420.10%16,210CommonSOLE
91232N207USOUNITED STS OIL FD LP$916,7240.09%12,134CommonSOLE
904767704UNILEVER PLC$906,9170.09%15,995CommonSOLE
464287614IWFISHARES TR$904,3730.09%2,252CommonSOLE
031162100AMGNAMGEN INC$903,9790.09%3,468CommonSOLE
G29183103ETNEATON CORP PLC$869,6760.09%2,621CommonSOLE
244199105DEDEERE & CO$858,4160.09%2,026CommonSOLE
009158106APDAIR PRODS & CHEMS INC$849,5270.09%2,929CommonSOLE
46432F388VLUEISHARES TR$848,9990.09%8,039CommonSOLE
852234103XYZBLOCK INC$836,3870.09%9,841CommonSOLE
98978V103ZTSZOETIS INC$818,3600.08%5,023CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$816,5750.08%4,452CommonSOLE
464287499IWRISHARES TR$814,8710.08%9,218CommonSOLE
654106103NKENIKE INC$799,4540.08%10,565CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$796,9420.08%16,211CommonSOLE
907818108UNPUNION PAC CORP$796,4130.08%3,492CommonSOLE
464287523SOXXISHARES TR$795,1400.08%3,690CommonSOLE
46438G562QTOPISHARES TR$781,2700.08%29,740CommonSOLE
803054204SAPSAP SE$779,2550.08%3,165CommonSOLE
040413205ANETARISTA NETWORKS INC$776,1420.08%7,022CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$775,8220.08%12,449CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$773,1940.08%652CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$766,1360.08%3,321CommonSOLE
855244109SBUXSTARBUCKS CORP$756,7440.08%8,293CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$754,9000.08%49,927CommonSOLE
001055102AFLAFLAC INC$752,6290.08%7,276CommonSOLE
882508104TXNTEXAS INSTRS INC$749,8520.08%3,999CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$737,6480.08%2,170CommonSOLE
464286640ECHISHARES INC$736,5770.08%29,416CommonSOLE
89832Q109TFCTRUIST FINL CORP$730,3460.08%16,836CommonSOLE
92189F429PFXFVANECK ETF TRUST$729,3350.08%42,280CommonSOLE
G87052109TELTE CONNECTIVITY PLC$727,5740.08%5,089CommonSOLE
46434V647REETISHARES TR$725,1320.07%30,252CommonSOLE
701094104PHPARKER-HANNIFIN CORP$724,8570.07%1,140CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$723,6700.07%9,778CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$721,5520.07%9,649CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$719,9640.07%20,083CommonSOLE
97717W109DTDWISDOMTREE TR$718,7180.07%9,474CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$715,7500.07%26,918CommonSOLE
075887109BDXBECTON DICKINSON & CO$715,1780.07%3,152CommonSOLE
33740F151QCOCFIRST TR EXCHNG TRADED FD VI$714,5850.07%35,393CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$711,9790.07%13,158CommonSOLE
46436F103IAUMISHARES GOLD TR$711,7980.07%27,199CommonSOLE
92189F106GDXVANECK ETF TRUST$709,4990.07%20,923CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$707,1240.07%16,204CommonSOLE
94106L109WMWASTE MGMT INC DEL$706,9740.07%3,504CommonSOLE
97717W422EPIWISDOMTREE TR$704,8520.07%15,570CommonSOLE
337738108FISVFISERV INC$701,7150.07%3,416CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$693,5530.07%1,478CommonSOLE
09661T107BKLCBNY MELLON ETF TRUST$688,7210.07%6,146CommonSOLE
33740U109DEEDFIRST TR EXCHNG TRADED FD VI$688,2300.07%33,280CommonSOLE
09290D101BLKBLACKROCK INC$686,8240.07%670CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$684,1810.07%2,394CommonSOLE
464288182AAXJISHARES TR$682,4620.07%9,455CommonSOLE
464286608EZUISHARES INC$679,1140.07%14,388CommonSOLE
33740F581QMARFIRST TR EXCHNG TRADED FD VI$671,9210.07%22,578CommonSOLE
69374H105PTLCPACER FDS TR$671,9010.07%12,573CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$671,5460.07%24,946CommonSOLE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$669,7240.07%17,878CommonSOLE
743315103PGRPROGRESSIVE CORP$668,7520.07%2,791CommonSOLE
92189F486FLTRVANECK ETF TRUST$665,6960.07%26,157CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$662,7770.07%15,049CommonSOLE
Y2573F102FLEXFLEX LTD$660,7300.07%17,211CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$659,9790.07%3,996CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$658,0050.07%7,366CommonSOLE
345370860FFORD MTR CO$656,6810.07%66,331CommonSOLE
98138H101WDAYWORKDAY INC$654,6220.07%2,537CommonSOLE
464288281EMBISHARES TR$652,4850.07%7,328CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$649,9210.07%2,698CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$648,1220.07%17,020CommonSOLE
767204100RIORIO TINTO PLC$643,6170.07%10,944CommonSOLE
055622104BPBP PLC$640,9330.07%21,682CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$637,3860.07%2,567CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$624,2510.06%13,054CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$622,8820.06%4,727CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$619,3340.06%10,985CommonSOLE
594972408MSTRMICROSTRATEGY INC$616,0220.06%2,127CommonSOLE
31428X106FDXFEDEX CORP$610,2090.06%2,169CommonSOLE
92338C103VLTOVERALTO CORP$607,3320.06%5,963CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$604,6490.06%20,693CommonSOLE
92189H607OIHVANECK ETF TRUST$600,1540.06%2,213CommonSOLE
37954Y293MLPXGLOBAL X FDS$599,0600.06%9,892CommonSOLE
375558103GILDGILEAD SCIENCES INC$591,7220.06%6,406CommonSOLE
038222105AMATAPPLIED MATLS INC$591,4850.06%3,637CommonSOLE
46140H700DBBINVESCO DB MULTI-SECTOR COMM$590,6840.06%31,336CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$589,8820.06%4,952CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$585,3190.06%5,152CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$582,7540.06%7,454CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$579,1110.06%2,754CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$578,6460.06%6,589CommonSOLE
46138E198XMLVINVESCO EXCH TRADED FD TR II$576,3710.06%9,477CommonSOLE
G5960L103MDTMEDTRONIC PLC$574,1100.06%7,187CommonSOLE
25243Q205DEODIAGEO PLC$570,1780.06%4,485CommonSOLE
02209S103MOALTRIA GROUP INC$566,9800.06%10,843CommonSOLE
88579Y101MMM3M CO$564,6470.06%4,374CommonSOLE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$564,3430.06%12,295CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$555,9780.06%456CommonSOLE
833445109SNOWSNOWFLAKE INC$550,6650.06%3,566CommonSOLE
806857108SLBSCHLUMBERGER LTD$549,5270.06%14,333CommonSOLE
464288240ACWXISHARES TR$545,5940.06%10,460CommonSOLE
82889N202SPDSIMPLIFY EXCHANGE TRADED FUN$543,0610.06%16,273CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$542,8310.06%5,623CommonSOLE
H01301128ALCALCON AG$539,2210.06%6,352CommonSOLE
29273V100ETENERGY TRANSFER L P$537,2470.06%27,425CommonSOLE
571903202MARMARRIOTT INTL INC NEW$532,2200.05%1,908CommonSOLE
046353108AZNNASTRAZENECA PLC$532,1530.05%8,122CommonSOLE
74762E102QUREQUANTA SVCS INC$527,6460.05%1,670CommonSOLE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$527,5280.05%48,800CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$525,9560.05%2,128CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$525,4280.05%2,342CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$524,8380.05%887CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$523,5570.05%6,482CommonSOLE
46138K103FXEINVESCO CURRENCYSHARES EURO$518,5730.05%5,421CommonSOLE
922908538VOTVANGUARD INDEX FDS$517,3960.05%2,039CommonSOLE
464287408IVEISHARES TR$516,5210.05%2,706CommonSOLE
372460105GPCGENUINE PARTS CO$513,1570.05%4,395CommonSOLE
902973304USBUS BANCORP DEL$512,9290.05%10,724CommonSOLE
78464A409SPYGSPDR SER TR$510,0840.05%5,803CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$509,7620.05%21,073CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$507,4020.05%1,260CommonSOLE
369550108GDGENERAL DYNAMICS CORP$502,9720.05%1,909CommonSOLE
23331A109DHID R HORTON INC$498,4650.05%3,565CommonSOLE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$497,4200.05%23,800CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$496,1560.05%2,114CommonSOLE
G54950103LINLINDE PLC$494,2190.05%1,180CommonSOLE
835699307SONYSONY GROUP CORP$492,9860.05%23,298CommonSOLE
40054A108SUPVGRUPO SUPERVIELLE S.A.$492,6620.05%32,605CommonSOLE
46435U556ARTYISHARES TR$489,8430.05%13,214CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$487,8090.05%9,764CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$487,3590.05%7,681CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$481,2040.05%6,501CommonSOLE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$474,0400.05%9,913CommonSOLE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$472,1060.05%15,928CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$470,8670.05%1,053CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$470,5860.05%2,639CommonSOLE
303250104FICOFAIR ISAAC CORP$469,8590.05%236CommonSOLE
25746U109DDOMINION ENERGY INC$469,8210.05%8,723CommonSOLE
369604301GEGE AEROSPACE$468,3930.05%2,808CommonSOLE
247361702DALDELTA AIR LINES INC DEL$464,1180.05%7,671CommonSOLE
22052L104CTVACORTEVA INC$463,9960.05%8,146CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$460,8870.05%8,195CommonSOLE
95766A101XEMDXWESTERN ASSET EMERGING MKTS$460,4310.05%47,862CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$455,2680.05%5,768CommonSOLE
91912E105VALEVALE S A$454,9250.05%51,288CommonSOLE
66987V109NVSNOVARTIS AG$449,7670.05%4,622CommonSOLE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$448,4700.05%4,300CommonSOLE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$446,4040.05%18,416CommonSOLE
29250N105ENBENBRIDGE INC$442,1320.05%10,421CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$440,9220.05%14,060CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$439,6030.05%2,115CommonSOLE
436440101HO1HOLOGIC INC$436,9370.05%6,061CommonSOLE
97717W851DXJWISDOMTREE TR$436,4640.05%3,957CommonSOLE
H5919C104ONONON HLDG AG$431,1490.04%7,872CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$430,8920.04%2,017CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$429,4830.04%2,494CommonSOLE
512807306LRCXLAM RESEARCH CORP$425,9910.04%5,898CommonSOLE
46429B747STIPISHARES TR$424,9580.04%4,224CommonSOLE
11271J107BNBROOKFIELD CORP$423,8440.04%7,377CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$423,0870.04%1,408CommonSOLE
125523100CITHE CIGNA GROUP$423,0460.04%1,532CommonSOLE
464288646IGSBISHARES TR$422,6530.04%8,175CommonSOLE
38149W614GSCGOLDMAN SACHS ETF TR$421,7160.04%8,227CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$418,6620.04%2,171CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$418,4990.04%5,338CommonSOLE
74347X864UPROPROSHARES TR$418,2920.04%4,719CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$413,3420.04%10,246CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$408,9830.04%5,323CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$407,9380.04%5,350CommonSOLE
464286392URTHISHARES INC$404,1450.04%2,599CommonSOLE
088606108BHPBHP GROUP LTD$404,1170.04%8,276CommonSOLE
58155Q103MCKMCKESSON CORP$403,7850.04%709CommonSOLE
G0403H108AONAON PLC$403,6960.04%1,124CommonSOLE
260003108DOVDOVER CORP$399,5880.04%2,130CommonSOLE
032654105ADIANALOG DEVICES INC$394,1100.04%1,855CommonSOLE
969457100WMBWILLIAMS COS INC$392,4780.04%7,252CommonSOLE
25809K105DASHDOORDASH INC$388,2570.04%2,315CommonSOLE
46429B598INDAISHARES TR$387,2440.04%7,356CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$386,6320.04%7,825CommonSOLE
46432F842IEFAISHARES TR$384,8200.04%5,476CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$382,9860.04%11,648CommonSOLE
12514G108CDWCDW CORP$381,3220.04%2,191CommonSOLE
69374H303PTNQPACER FDS TR$381,2770.04%5,151CommonSOLE
260557103DOWDOW INC$378,5460.04%9,433CommonSOLE
N3167Y103RACEFERRARI N V$375,1340.04%883CommonSOLE
231561101CWCURTISS WRIGHT CORP$374,3880.04%1,055CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$373,8050.04%6,609CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$372,7750.04%15,500CommonSOLE
46429B697USMVISHARES TR$372,0750.04%4,191CommonSOLE
G4705A100ICLRICON PLC$368,8800.04%1,759CommonSOLE
53656G498MAGSLISTED FD TR$368,3150.04%6,768CommonSOLE
219350105GLWCORNING INC$368,2320.04%7,749CommonSOLE
893641100TDGTRANSDIGM GROUP INC$364,6830.04%288CommonSOLE
49177J102KVUEKENVUE INC$364,5510.04%17,075CommonSOLE
925652109VICIVICI PPTYS INC$363,1970.04%12,434CommonSOLE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$363,1040.04%8,794CommonSOLE
00214Q302ARKGARK ETF TR$359,6030.04%15,273CommonSOLE
46435G334EWUISHARES TR$358,7300.04%10,582CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$357,6370.04%3,238CommonSOLE
55354G100MSCIMSCI INC$357,6060.04%596CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$356,6910.04%769CommonSOLE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$356,0460.04%23,332CommonSOLE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$354,5780.04%12,875CommonSOLE
46434G103IEMGISHARES INC$354,4950.04%6,788CommonSOLE
464286533EEMVISHARES INC$354,3190.04%6,110CommonSOLE
09260E105BMEZBLACKROCK HEALTH SCIENCES TE$352,7480.04%24,496CommonSOLE
00162Q676ENFRALPS ETF TR$352,6490.04%11,321CommonSOLE
464287861IEVISHARES TR$348,9580.04%6,703CommonSOLE
00766T100ACMAECOM$348,8740.04%3,266CommonSOLE
72201Y101PDIPIMCO DYNAMIC INCOME FD$348,7900.04%19,018CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$346,0740.04%14,878CommonSOLE
872590104TMUST-MOBILE US INC$345,8840.04%1,567CommonSOLE
444859102HUMHUMANA INC$345,0460.04%1,360CommonSOLE
464287457SHYISHARES TR$344,8900.04%4,207CommonSOLE
464288638IGIBISHARES TR$344,4990.04%6,688CommonSOLE
458140100INTCINTEL CORP$342,9310.04%17,104CommonSOLE
22822V101CCICROWN CASTLE INC$341,8930.04%3,767CommonSOLE
34959E109FTNTFORTINET INC$341,6400.04%3,616CommonSOLE
464287788IYFISHARES TR$339,3700.04%3,069CommonSOLE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$335,3020.03%6,678CommonSOLE
85208P303URNMSPROTT FDS TR$335,0520.03%8,312CommonSOLE
23804L103DDOGDATADOG INC$332,6480.03%2,328CommonSOLE
46138G664RWJINVESCO EXCH TRADED FD TR II$331,3010.03%7,240CommonSOLE
032108664HACKAMPLIFY ETF TR$329,9160.03%4,429CommonSOLE
256163106DOCUDOCUSIGN INC$328,6410.03%3,654CommonSOLE
78464A763SDYSPDR SER TR$326,3500.03%2,470CommonSOLE
48241A105KBKB FINL GROUP INC$324,8990.03%5,710CommonSOLE
285512109EAELECTRONIC ARTS INC$324,0550.03%2,215CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$319,2120.03%4,151CommonSOLE
428291108HXLHEXCEL CORP NEW$318,3280.03%5,077CommonSOLE
46432F339QUALISHARES TR$316,4210.03%1,777CommonSOLE
G3265R107APTVAPTIV PLC$315,2820.03%5,213CommonSOLE
704326107PAYXPAYCHEX INC$315,0740.03%2,247CommonSOLE
78409V104SPGIS&P GLOBAL INC$314,3600.03%631CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$313,2730.03%15,455CommonSOLE
37954Y715BOTZGLOBAL X FDS$312,5990.03%9,784CommonSOLE
464287663IUSVISHARES TR$312,4140.03%3,374CommonSOLE
33733A201EDOWFIRST TR EXCHANGE-TRADED FD$308,1410.03%8,496CommonSOLE
052769106ADSKAUTODESK INC$307,9840.03%1,042CommonSOLE
56501R106MFCMANULIFE FINL CORP$306,1480.03%9,969CommonSOLE
59156R108METMETLIFE INC$303,0380.03%3,701CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$302,2600.03%1,543CommonSOLE
33740F219QCJLFIRST TR EXCHNG TRADED FD VI$301,7610.03%14,383CommonSOLE
405552100HLNHALEON PLC$301,6260.03%31,617CommonSOLE
44951W106IESCIES HLDGS INC$301,4400.03%1,500CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$298,8220.03%420CommonSOLE
78462F903SPDR S&P 500 ETF TR$298,2600.03%4,200CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$296,7050.03%6,544CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$295,1470.03%1,584CommonSOLE
78709Y105SAIASAIA INC$292,5790.03%642CommonSOLE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$292,5230.03%10,723CommonSOLE
89055F103BLDTOPBUILD CORP$292,3480.03%939CommonSOLE
922908751VBVANGUARD INDEX FDS$291,2190.03%1,212CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$291,1420.03%12,775CommonSOLE
427866108HSYHERSHEY CO$290,9430.03%1,718CommonSOLE
464287440IEFISHARES TR$290,5370.03%3,143CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$289,8750.03%1,835CommonSOLE
609207105MDLZMONDELEZ INTL INC$289,6810.03%4,850CommonSOLE
89151E109TTENTOTALENERGIES SE$288,5230.03%5,294CommonSOLE
116794108BRKRBRUKER CORP$286,0660.03%4,880CommonSOLE
37045V100GMGENERAL MTRS CO$284,5680.03%5,342CommonSOLE
80105N105SNYSANOFI$281,8080.03%5,843CommonSOLE
036752103ELVELEVANCE HEALTH INC$281,4710.03%763CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$278,0730.03%2,872CommonSOLE
816851109SRESEMPRA$277,8090.03%3,167CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$276,7190.03%3,392CommonSOLE
G6683N103NUNU HLDGS LTD$275,3070.03%26,574CommonSOLE
97717W315DEMWISDOMTREE TR$273,9930.03%6,767CommonSOLE
46435G268SMMDISHARES TR$272,0000.03%4,000CommonSOLE
464286400EWZISHARES INC$269,5350.03%11,974CommonSOLE
36828A101GEVGE VERNOVA INC$269,3940.03%819CommonSOLE
46435U853USHYISHARES TR$268,7880.03%7,306CommonSOLE
126650100CVSCVS HEALTH CORP$268,4590.03%5,980CommonSOLE
233051200DBEFDBX ETF TR$268,1650.03%6,477CommonSOLE
45782C508PJANINNOVATOR ETFS TRUST$265,6260.03%6,287CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$264,9270.03%885CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$263,5260.03%3,132CommonSOLE
46429B267GOVTISHARES TR$263,1440.03%11,451CommonSOLE
81141R100SESEA LTD$262,8100.03%2,477CommonSOLE
042068205ARMARM HOLDINGS PLC$262,2630.03%2,126CommonSOLE
842587107SOSOUTHERN CO$259,0590.03%3,147CommonSOLE
152006102CGAUCENTERRA GOLD INC$258,8040.03%45,484CommonSOLE
749685103RPMRPM INTL INC$257,5650.03%2,093CommonSOLE
942622200WSOWATSCO INC$257,3220.03%543CommonSOLE
14020Y805CGHMCAPITAL GRP FIXED INCM ETF T$255,9090.03%10,123CommonSOLE
48138M105JMIAJUMIA TECHNOLOGIES AG$255,7490.03%66,950CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$253,9480.03%1,196CommonSOLE
88162G103TTEKTETRA TECH INC NEW$253,1430.03%6,354CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$252,0920.03%9,157CommonSOLE
46434V456IQLTISHARES TR$250,7080.03%6,754CommonSOLE
889478103TOLTOLL BROTHERS INC$250,6410.03%1,990CommonSOLE
464288414MUBISHARES TR$250,3930.03%2,350CommonSOLE
74933W452TBILRBB FD INC$249,4000.03%5,002CommonSOLE
08265T208BSYBENTLEY SYS INC$248,6540.03%5,325CommonSOLE
78468R556XOPSPDR SER TR$246,6730.03%1,864CommonSOLE
05961W105BMABANCO MACRO SA$246,2540.03%2,545CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$245,1290.03%10,575CommonSOLE
912318409UNGUNITED STS NAT GAS FD LP$245,0900.03%14,580CommonSOLE
443201108HWMHOWMET AEROSPACE INC$242,1450.03%2,214CommonSOLE
46982L108JJACOBS SOLUTIONS INC$241,9860.02%1,811CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$239,9770.02%6,451CommonSOLE
171779309CIENCIENA CORP$239,4190.02%2,823CommonSOLE
37960A529SHLDGLOBAL X FDS$238,7880.02%6,383CommonSOLE
46434G848PICKISHARES INC$237,9320.02%6,800CommonSOLE
518439104ELLAUDER ESTEE COS INC$236,4870.02%3,154CommonSOLE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$236,3480.02%4,600CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$234,1610.02%2,994CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$233,7890.02%13,413CommonSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETU$233,3120.02%13,174CommonSOLE
37954Y855LITGLOBAL X FDS$233,3020.02%5,721CommonSOLE
78470P846HYBLSSGA ACTIVE TR$232,9900.02%8,214CommonSOLE
020002101ALLALLSTATE CORP$232,8900.02%1,208CommonSOLE
443573100HUBSHUBSPOT INC$232,0240.02%333CommonSOLE
381430107GSIEGOLDMAN SACHS ETF TR$231,7230.02%6,950CommonSOLE
33740F714DJUNFIRST TR EXCHNG TRADED FD VI$231,5490.02%5,350CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$230,8470.02%1,304CommonSOLE
00039J830SYFIAB ACTIVE ETFS INC$230,4640.02%6,461CommonSOLE
74347W353AGQPROSHARES TR II$229,7300.02%6,823CommonSOLE
00214Q708ARKFARK ETF TR$229,1540.02%6,185CommonSOLE
05534B760BCEBCE INC$229,1420.02%9,889CommonSOLE
464288661IEIISHARES TR$228,2110.02%1,975CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$226,9050.02%4,626CommonSOLE
33739P103FTLSFIRST TR EXCH TRADED FD III$226,7150.02%3,445CommonSOLE
756109104OREALTY INCOME CORP$223,7340.02%4,189CommonSOLE
384802104GWWGRAINGER W W INC$222,9500.02%212CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$219,7590.02%569CommonSOLE
143658300CCL1EURCARNIVAL CORP$219,1460.02%8,794CommonSOLE

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.