MondegarAI
INSIGNEO ADVISORY SERVICES, LLC

Q1 2025 · 13F-HR

INSIGNEO ADVISORY SERVICES, LLCholdings as filed

Filed 2025-04-18 · accession 0001964958-25-000002

$969.3M
Reported value
634
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 634

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$82.5M8.51%371,367CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$41.4M4.28%74,093CommonSOLE
023135106AMZNAMAZON COM INC$36.6M3.77%192,129CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$33.6M3.46%63,054CommonSOLE
594918104MSFTMICROSOFT CORP$31.5M3.25%83,979CommonSOLE
67066G104NVDANVIDIA CORPORATION$30.1M3.11%277,905CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$24.1M2.48%71,433CommonSOLE
30303M102METAMETA PLATFORMS INC$21.5M2.21%37,243CommonSOLE
78463V107GLDSPDR GOLD TR$19.3M1.99%67,106CommonSOLE
46090E103QQQINVESCO QQQ TR$17.1M1.77%36,485CommonSOLE
02079K305GOOGLALPHABET INC$16.9M1.75%109,493CommonSOLE
46428Q109SLVISHARES SILVER TR$12.2M1.26%394,540CommonSOLE
88160R101TSLATESLA INC$11.9M1.22%45,756CommonSOLE
922908363VOOVANGUARD INDEX FDS$10.2M1.05%19,783CommonSOLE
92826C839VVISA INC$8.7M0.89%24,710CommonSOLE
02079K107GOOGALPHABET INC$8.2M0.85%52,776CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$7.9M0.81%32,203CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$7.7M0.79%44,398CommonSOLE
464287200IVVISHARES TR$7.2M0.75%12,885CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$7.2M0.74%9CommonSOLE
64110L106NFLXNETFLIX INC$7.0M0.72%7,526CommonSOLE
464287226AGGISHARES TR$7.0M0.72%70,363CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$6.3M0.65%11,454CommonSOLE
922908744VTVVANGUARD INDEX FDS$6.1M0.63%35,439CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$5.7M0.58%121,074CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.5M0.57%46,192CommonSOLE
532457108LLYELI LILLY & CO$5.2M0.53%6,273CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$5.1M0.53%5,410CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$4.9M0.51%175,114CommonSOLE
438516106HONHONEYWELL INTL INC$4.8M0.49%22,649CommonSOLE
931142103WMTWALMART INC$4.7M0.48%53,086CommonSOLE
09260D107BXBLACKSTONE INC$4.6M0.48%33,193CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.6M0.48%16,833CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$4.6M0.48%11,004CommonSOLE
11135F101AVGOBROADCOM INC$4.5M0.47%26,975CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4.4M0.46%77,684CommonSOLE
G0176J109ALLEALLEGION PLC$4.3M0.44%32,604CommonSOLE
254687106DISDISNEY WALT CO$4.2M0.44%42,765CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$3.9M0.40%78,645CommonSOLE
464287655IWMISHARES TR$3.9M0.40%19,573CommonSOLE
464288679SHVISHARES TR$3.8M0.40%34,786CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.8M0.39%1,927CommonSOLE
92189F437ANGLVANECK ETF TRUST$3.7M0.38%128,212CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.6M0.37%21,661CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$3.5M0.36%68,940CommonSOLE
72200U100PCNPIMCO CORPORATE & INCM STRG$3.4M0.35%248,700CommonSOLE
032108649SILJAMPLIFY ETF TR$3.4M0.35%279,108CommonSOLE
060505104BACBANK AMERICA CORP$3.3M0.34%79,721CommonSOLE
191216100KOCOCA COLA CO$3.3M0.34%46,323CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$3.3M0.34%93,700CommonSOLE
921910816MGKVANGUARD WORLD FD$3.3M0.34%10,542CommonSOLE
79466L302CRMSALESFORCE INC$3.3M0.34%12,130CommonSOLE
437076102HDHOME DEPOT INC$3.2M0.33%8,773CommonSOLE
166764100CVXCHEVRON CORP NEW$3.2M0.33%19,037CommonSOLE
921909768VXUSVANGUARD STAR FDS$3.2M0.33%50,851CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$3.1M0.32%138,019CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.1M0.32%5,913CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$3.1M0.32%23,418CommonSOLE
46434V407SHYGISHARES TR$3.0M0.31%71,149CommonSOLE
92204A702VGTVANGUARD WORLD FD$3.0M0.31%5,572CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.0M0.31%35,536CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.0M0.31%17,463CommonSOLE
68389X105ORCLORACLE CORP$2.9M0.30%21,082CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.9M0.30%14,253CommonSOLE
464287176TIPISHARES TR$2.9M0.30%26,452CommonSOLE
922908512VOEVANGUARD INDEX FDS$2.9M0.30%18,174CommonSOLE
82509L107SHOPSHOPIFY INC$2.8M0.29%29,597CommonSOLE
00287Y109ABBVABBVIE INC$2.8M0.29%13,462CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.8M0.29%10,429CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$2.8M0.29%60,253CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$2.8M0.29%24,096CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.7M0.28%18,334CommonSOLE
45687V106IRINGERSOLL RAND INC$2.7M0.27%33,208CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$2.6M0.27%181,500CommonSOLE
56585A102MPCMARATHON PETE CORP$2.5M0.26%17,177CommonSOLE
464287432TLTISHARES TR$2.5M0.26%27,273CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$2.5M0.26%35,249CommonSOLE
464288687PFFISHARES TR$2.5M0.25%80,352CommonSOLE
580135101MCDMCDONALDS CORP$2.5M0.25%7,859CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$2.4M0.25%101,100CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$2.4M0.25%25,861CommonSOLE
464287184FXIISHARES TR$2.4M0.25%66,849CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.4M0.25%14,004CommonSOLE
92189F791GDXJVANECK ETF TRUST$2.4M0.24%41,180CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.3M0.24%22,745CommonSOLE
46434G822EWJISHARES INC$2.3M0.24%33,941CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.3M0.24%6,564CommonSOLE
464285204IAUISHARES GOLD TR$2.3M0.24%39,211CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.3M0.23%13,646CommonSOLE
00206R102TAT&T INC$2.3M0.23%79,857CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.2M0.23%36,866CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.2M0.23%4,046CommonSOLE
464287234EEMISHARES TR$2.2M0.23%50,449CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.1M0.22%27,135CommonSOLE
464287242LQDISHARES TR$2.0M0.21%18,733CommonSOLE
464287457SHYISHARES TR$2.0M0.21%24,477CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$2.0M0.21%48,821CommonSOLE
46434V738IEURISHARES TR$2.0M0.21%33,036CommonSOLE
172967424CCITIGROUP INC$2.0M0.20%27,933CommonSOLE
91912E105VALEVALE S A$2.0M0.20%197,085CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.9M0.20%32,985CommonSOLE
780259305SHELSHELL PLC$1.9M0.19%25,709CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$1.9M0.19%162,177CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.9M0.19%25,794CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$1.8M0.19%30,676CommonSOLE
75513E101RTXRTX CORPORATION$1.8M0.19%13,807CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.8M0.19%7,333CommonSOLE
464288257ACWIISHARES TR$1.8M0.19%15,640CommonSOLE
002824100ABTABBOTT LABS$1.8M0.19%13,649CommonSOLE
92189F676SMHVANECK ETF TRUST$1.8M0.19%8,539CommonSOLE
69346J106GHYPGIM GLOBAL HIGH YIELD FD FO$1.8M0.18%133,500CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.8M0.18%4,820CommonSOLE
617446448MSMORGAN STANLEY$1.8M0.18%15,093CommonSOLE
92189F486FLTRVANECK ETF TRUST$1.7M0.18%68,017CommonSOLE
78433H303SPYINEOS ETF TRUST$1.7M0.17%35,122CommonSOLE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$1.7M0.17%40,275CommonSOLE
922908553VNQVANGUARD INDEX FDS$1.6M0.17%18,113CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.6M0.17%3,055CommonSOLE
78464A854SPYMSPDR SER TR$1.6M0.17%24,746CommonSOLE
58933Y105MRKMERCK & CO INC$1.6M0.17%18,089CommonSOLE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$1.6M0.16%42,555CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.5M0.16%17,793CommonSOLE
922908611VBRVANGUARD INDEX FDS$1.5M0.16%8,277CommonSOLE
92189F106GDXVANECK ETF TRUST$1.5M0.16%32,900CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.5M0.15%73,761CommonSOLE
81762P102NOWSERVICENOW INC$1.5M0.15%1,874CommonSOLE
N07059210ASMLASML HOLDING N V$1.5M0.15%2,247CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.5M0.15%14,631CommonSOLE
464287150ITOTISHARES TR$1.5M0.15%12,078CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.5M0.15%2,963CommonSOLE
717081103PFEPFIZER INC$1.5M0.15%57,553CommonSOLE
097023105BABOEING CO$1.5M0.15%8,515CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.5M0.15%9,138CommonSOLE
20825C104COPCONOCOPHILLIPS$1.4M0.15%13,485CommonSOLE
548661107LOWLOWES COS INC$1.4M0.14%6,015CommonSOLE
872540109TJXTJX COS INC NEW$1.4M0.14%11,341CommonSOLE
17275R102CSCOCISCO SYS INC$1.4M0.14%22,085CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.3M0.14%2,709CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$1.3M0.14%96,180CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.3M0.14%29,295CommonSOLE
464287598IWDISHARES TR$1.3M0.14%6,997CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.3M0.13%18,300CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.3M0.13%4,087CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.3M0.13%10,332CommonSOLE
464287465EFAISHARES TR$1.3M0.13%15,371CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.2M0.13%19,152CommonSOLE
464289875AOMISHARES TR$1.2M0.13%27,858CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.2M0.12%7,007CommonSOLE
855244109SBUXSTARBUCKS CORP$1.2M0.12%12,210CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.2M0.12%16,574CommonSOLE
464288760ITAISHARES TR$1.2M0.12%7,736CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$1.2M0.12%20,170CommonSOLE
92189H409HYDVANECK ETF TRUST$1.2M0.12%22,874CommonSOLE
149123101CATCATERPILLAR INC$1.2M0.12%3,544CommonSOLE
00724F101ADBEADOBE INC$1.1M0.12%2,997CommonSOLE
594972408MSTRMICROSTRATEGY INC$1.1M0.12%3,932CommonSOLE
464287804IJRISHARES TR$1.1M0.12%10,799CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.1M0.12%4,868CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$1.1M0.11%22,279CommonSOLE
747525103QCOMQUALCOMM INC$1.1M0.11%7,152CommonSOLE
H1467J104CBCHUBB LIMITED$1.1M0.11%3,626CommonSOLE
464287507IJHISHARES TR$1.1M0.11%18,755CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.1M0.11%13,611CommonSOLE
L00849106AGROADECOAGRO S A$1.1M0.11%94,520CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.1M0.11%28,477CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$1.0M0.11%19,096CommonSOLE
244199105DEDEERE & CO$1.0M0.11%2,205CommonSOLE
87612E106TGTTARGET CORP$1.0M0.11%9,765CommonSOLE
464288430AIAISHARES TR$1.0M0.10%13,879CommonSOLE
33740F581QMARFIRST TR EXCHNG TRADED FD VI$1.0M0.10%35,474CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$991,4080.10%692CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$968,1590.10%2,167CommonSOLE
009158106APDAIR PRODS & CHEMS INC$946,1220.10%3,208CommonSOLE
91232N207USOUNITED STS OIL FD LP$938,3220.10%12,134CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$935,9050.10%8,509CommonSOLE
98978V103ZTSZOETIS INC$928,5200.10%5,639CommonSOLE
907818108UNPUNION PAC CORP$925,0040.10%3,916CommonSOLE
337738108FISVFISERV INC$924,8360.10%4,188CommonSOLE
461202103INTUINTUIT$922,8760.10%1,503CommonSOLE
46429B655FLOTISHARES TR$914,8670.09%17,921CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$914,2240.09%18,208CommonSOLE
33939L407GUNRFLEXSHARES TR$913,3400.09%23,534CommonSOLE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$905,4690.09%24,975CommonSOLE
03076C106AMPAMERIPRISE FINL INC$900,5100.09%1,860CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$894,2650.09%6,823CommonSOLE
464286640ECHISHARES INC$880,9130.09%29,541CommonSOLE
46436F103IAUMISHARES GOLD TR$872,6660.09%27,997CommonSOLE
46435U556ARTYISHARES TR$868,5230.09%27,616CommonSOLE
075887109BDXBECTON DICKINSON & CO$861,3510.09%3,760CommonSOLE
031162100AMGNAMGEN INC$860,6010.09%2,762CommonSOLE
713448108PEPPEPSICO INC$859,9890.09%5,736CommonSOLE
464287499IWRISHARES TR$854,7830.09%10,048CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$851,7990.09%3,915CommonSOLE
743315103PGRPROGRESSIVE CORP$845,0680.09%2,986CommonSOLE
09661T107BKLCBNY MELLON ETF TRUST$841,2040.09%7,912CommonSOLE
056752108BIDUBAIDU INC$825,0490.09%8,965CommonSOLE
464287721IYWISHARES TR$824,6640.09%5,872CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$815,3880.08%4,910CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$807,8890.08%1,578CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$805,1500.08%10,962CommonSOLE
464287614IWFISHARES TR$800,9460.08%2,218CommonSOLE
05464C101AXONAXON ENTERPRISE INC$798,9180.08%1,519CommonSOLE
009066101ABNBAIRBNB INC$791,4230.08%6,625CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$790,3310.08%1,437CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$786,7660.08%16,165CommonSOLE
G87052109TELTE CONNECTIVITY PLC$783,1950.08%5,542CommonSOLE
88579Y101MMM3M CO$778,1190.08%5,298CommonSOLE
464287309IVWISHARES TR$778,1010.08%8,382CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$770,4000.08%22,997CommonSOLE
05613H100BKDVBNY MELLON ETF TRUST II$743,7540.08%29,409CommonSOLE
464288513HYGISHARES TR$742,7880.08%9,415CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$734,0050.08%2,102CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$732,4560.08%9,649CommonSOLE
040413205ANETARISTA NETWORKS INC$731,8480.08%9,446CommonSOLE
48251W104KKRKKR & CO INC$730,4670.08%6,318CommonSOLE
89832Q109TFCTRUIST FINL CORP$725,5660.07%17,632CommonSOLE
375558103GILDGILEAD SCIENCES INC$724,7410.07%6,468CommonSOLE
055622104BPBP PLC$723,2000.07%21,403CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$721,9210.07%14,203CommonSOLE
92189F429PFXFVANECK ETF TRUST$721,4710.07%43,047CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$718,5360.07%16,114CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$711,2590.07%27,003CommonSOLE
46438G562QTOPISHARES TR$705,7300.07%29,740CommonSOLE
33740U109DEEDFIRST TR EXCHNG TRADED FD VI$703,5390.07%33,280CommonSOLE
46434V100SLQDISHARES TR$702,8140.07%13,978CommonSOLE
46434V647REETISHARES TR$700,2540.07%28,865CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$699,2320.07%2,644CommonSOLE
09290D101BLKBLACKROCK INC$693,7800.07%733CommonSOLE
697660207PAMPAMPA ENERGIA S A$683,6060.07%8,855CommonSOLE
464286400EWZISHARES INC$673,0050.07%26,035CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$669,0520.07%24,946CommonSOLE
46429B747STIPISHARES TR$667,8160.07%6,454CommonSOLE
69374H105PTLCPACER FDS TR$666,0720.07%12,946CommonSOLE
654106103NKENIKE INC$660,6390.07%10,407CommonSOLE
G0403H108AONAON PLC$659,6960.07%1,653CommonSOLE
02209S103MOALTRIA GROUP INC$658,4190.07%10,970CommonSOLE
464287408IVEISHARES TR$656,9290.07%3,447CommonSOLE
464288182AAXJISHARES TR$652,9760.07%8,824CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$652,7900.07%12,607CommonSOLE
803054204SAPSAP SE$648,8190.07%2,417CommonSOLE
G5960L103MDTMEDTRONIC PLC$647,3140.07%7,204CommonSOLE
369604301GEGE AEROSPACE$643,5540.07%3,215CommonSOLE
46432F388VLUEISHARES TR$637,5540.07%5,978CommonSOLE
670100205NVONOVO-NORDISK A S$633,4400.07%9,122CommonSOLE
464287523SOXXISHARES TR$633,0520.07%3,364CommonSOLE
98138H101WDAYWORKDAY INC$627,4950.06%2,687CommonSOLE
33740F151QCOCFIRST TR EXCHNG TRADED FD VI$626,0600.06%31,893CommonSOLE
464288281EMBISHARES TR$620,2700.06%6,847CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$614,8850.06%41,943CommonSOLE
G29183103ETNEATON CORP PLC$607,5710.06%2,235CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$606,5130.06%7,571CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$601,5090.06%2,328CommonSOLE
46140H700DBBINVESCO DB MULTI-SECTOR COMM$601,3380.06%31,336CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$601,2670.06%13,285CommonSOLE
046353108AZNNASTRAZENECA PLC$594,0270.06%8,082CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$591,2010.06%7,325CommonSOLE
609207105MDLZMONDELEZ INTL INC$590,2840.06%8,700CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$589,6520.06%6,578CommonSOLE
00214Q104ARKKARK ETF TR$587,8030.06%12,354CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$586,2330.06%20,693CommonSOLE
464288240ACWXISHARES TR$584,9980.06%10,550CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$584,2020.06%4,266CommonSOLE
882508104TXNTEXAS INSTRS INC$578,1310.06%3,217CommonSOLE
833445109SNOWSNOWFLAKE INC$577,5370.06%3,951CommonSOLE
235851102DHRDANAHER CORPORATION$577,4630.06%2,817CommonSOLE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$573,1400.06%15,407CommonSOLE
852234103XYZBLOCK INC$569,8130.06%10,488CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$566,6370.06%3,290CommonSOLE
464288646IGSBISHARES TR$565,7550.06%10,803CommonSOLE
92189H607OIHVANECK ETF TRUST$564,2690.06%2,153CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$562,9640.06%456CommonSOLE
H01301128ALCALCON AG$562,6960.06%5,971CommonSOLE
12514G108CDWCDW CORP$562,0320.06%3,507CommonSOLE
G54950103LINLINDE PLC$557,1150.06%1,196CommonSOLE
806857108SLBSCHLUMBERGER LTD$553,2230.06%13,235CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$550,2420.06%8,734CommonSOLE
92338C103VLTOVERALTO CORP$546,5970.06%5,609CommonSOLE
Y2573F102FLEXFLEX LTD$544,7610.06%16,468CommonSOLE
904767704UNILEVER PLC$542,9800.06%9,118CommonSOLE
95766A101XEMDXWESTERN ASSET EMERGING MKTS$542,5290.06%54,856CommonSOLE
88339J105TTDTHE TRADE DESK INC$537,7520.06%9,827CommonSOLE
219350105GLWCORNING INC$537,6400.06%11,744CommonSOLE
925652109VICIVICI PPTYS INC$533,8590.06%16,366CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$533,0780.05%7,138CommonSOLE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$532,5990.05%12,009CommonSOLE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$532,4080.05%48,800CommonSOLE
78409V104SPGIS&P GLOBAL INC$529,5580.05%1,042CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$527,6160.05%8,096CommonSOLE
25243Q205DEODIAGEO PLC$527,0370.05%5,029CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$526,9990.05%1,087CommonSOLE
58155Q103MCKMCKESSON CORP$525,9520.05%782CommonSOLE
78464A409SPYGSPDR SER TR$525,5390.05%6,539CommonSOLE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$525,2660.05%23,800CommonSOLE
458140100INTCINTEL CORP$523,7790.05%23,064CommonSOLE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$522,2200.05%22,016CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$521,0700.05%2,200CommonSOLE
372460105GPCGENUINE PARTS CO$517,8980.05%4,347CommonSOLE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$516,3950.05%33,166CommonSOLE
31428X106FDXFEDEX CORP$513,6740.05%2,107CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$510,0310.05%6,324CommonSOLE
872590104TMUST-MOBILE US INC$509,6890.05%1,911CommonSOLE
74340W103PLDPROLOGIS INC.$505,7520.05%4,524CommonSOLE
701094104PHPARKER-HANNIFIN CORP$503,7070.05%829CommonSOLE
82889N202SPDSIMPLIFY EXCHANGE TRADED FUN$503,3520.05%16,273CommonSOLE
369550108GDGENERAL DYNAMICS CORP$499,8010.05%1,834CommonSOLE
66987V109NVSNOVARTIS AG$499,2070.05%4,478CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$499,0870.05%4,882CommonSOLE
922908538VOTVANGUARD INDEX FDS$498,8210.05%2,039CommonSOLE
36828A101GEVGE VERNOVA INC$496,3850.05%1,626CommonSOLE
25746U109DDOMINION ENERGY INC$495,6030.05%8,839CommonSOLE
97717W422EPIWISDOMTREE TR$493,7900.05%11,297CommonSOLE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$492,1750.05%15,928CommonSOLE
464286608EZUISHARES INC$490,1130.05%9,204CommonSOLE
969457100WMBWILLIAMS COS INC$489,8530.05%8,197CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$477,0510.05%2,510CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$474,6690.05%2,086CommonSOLE
038222105AMATAPPLIED MATLS INC$473,8170.05%3,265CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$472,9160.05%19,510CommonSOLE
40054A108SUPVGRUPO SUPERVIELLE S.A.$472,8900.05%36,209CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$467,1000.05%6,017CommonSOLE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$462,6460.05%9,913CommonSOLE
125523100CITHE CIGNA GROUP$462,5740.05%1,406CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$461,6640.05%796CommonSOLE
29250N105ENBENBRIDGE INC$460,2320.05%10,399CommonSOLE
001055102AFLAFLAC INC$459,6590.05%4,134CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$457,5770.05%9,943CommonSOLE
53656G498MAGSLISTED FD TR$457,1780.05%9,969CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$456,3200.05%2,545CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$455,9300.05%6,335CommonSOLE
571903202MARMARRIOTT INTL INC NEW$454,9670.05%1,910CommonSOLE
512807306LRCXLAM RESEARCH CORP$451,6950.05%6,213CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$450,6040.05%2,282CommonSOLE
97717W851DXJWISDOMTREE TR$448,2590.05%4,068CommonSOLE
345370860FFORD MTR CO$446,2090.05%44,487CommonSOLE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$442,0450.05%10,475CommonSOLE
464287788IYFISHARES TR$432,5640.04%3,833CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$430,0960.04%12,598CommonSOLE
23331A109DHID R HORTON INC$428,0860.04%3,367CommonSOLE
756109104OREALTY INCOME CORP$426,0830.04%7,345CommonSOLE
G6683N103NUNU HLDGS LTD$424,5860.04%41,463CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$422,7190.04%20,906CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$416,4960.04%5,577CommonSOLE
46432F842IEFAISHARES TR$415,3580.04%5,491CommonSOLE
893641100TDGTRANSDIGM GROUP INC$414,3700.04%300CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$411,4620.04%10,868CommonSOLE
29444U700EQIXEQUINIX INC$410,1210.04%503CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$408,5470.04%20,665CommonSOLE
92276F100VTRVENTAS INC$406,9900.04%5,919CommonSOLE
835699307SONYSONY GROUP CORP$406,6210.04%16,015CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$405,9800.04%2,310CommonSOLE
032654105ADIANALOG DEVICES INC$405,3530.04%2,010CommonSOLE
260003108DOVDOVER CORP$404,7670.04%2,304CommonSOLE
N3167Y103RACEFERRARI N V$401,3560.04%941CommonSOLE
46429B697USMVISHARES TR$401,2550.04%4,284CommonSOLE
436440101HO1HOLOGIC INC$397,0580.04%6,428CommonSOLE
46138E198XMLVINVESCO EXCH TRADED FD TR II$393,1950.04%6,371CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$392,5970.04%7,954CommonSOLE
29446M102EQNREQUINOR ASA$391,4600.04%14,800CommonSOLE
50212V100LPLALPL FINL HLDGS INC$390,1140.04%1,193CommonSOLE
49177J102KVUEKENVUE INC$385,0950.04%16,059CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$384,9860.04%774CommonSOLE
13321L108CCJCAMECO CORP$381,7590.04%9,275CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$380,8510.04%19,005CommonSOLE
55354G100MSCIMSCI INC$378,8850.04%670CommonSOLE
72201Y101PDIPIMCO DYNAMIC INCOME FD$376,5560.04%19,018CommonSOLE
25459Y694FASDIREXION SHS ETF TR$375,4010.04%2,374CommonSOLE
036752103ELVELEVANCE HEALTH INC$374,5010.04%861CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$373,3470.04%11,638CommonSOLE
704326107PAYXPAYCHEX INC$371,0480.04%2,405CommonSOLE
00162Q676ENFRALPS ETF TR$370,9890.04%11,321CommonSOLE
00766T100ACMAECOM$370,6420.04%3,997CommonSOLE
291011104EMREMERSON ELEC CO$366,3070.04%3,341CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$361,5950.04%3,749CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$360,6850.04%15,500CommonSOLE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$359,5870.04%8,794CommonSOLE
723762100XPMAXPIONEER MUNICIPAL HIGH INCOM$359,0500.04%43,000CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$358,4820.04%1,410CommonSOLE
46429B267GOVTISHARES TR$354,6820.04%15,431CommonSOLE
46434G103IEMGISHARES INC$352,5040.04%6,531CommonSOLE
518439104ELLAUDER ESTEE COS INC$352,4400.04%5,340CommonSOLE
464288638IGIBISHARES TR$350,9390.04%6,682CommonSOLE
444859102HUMHUMANA INC$349,8010.04%1,322CommonSOLE
69374H303PTNQPACER FDS TR$349,1560.04%4,917CommonSOLE
74347X864UPROPROSHARES TR$348,7340.04%4,719CommonSOLE
260557103DOWDOW INC$345,9870.04%9,908CommonSOLE
34959E109FTNTFORTINET INC$344,6110.04%3,580CommonSOLE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$340,9700.04%13,039CommonSOLE
464287440IEFISHARES TR$339,2430.03%3,557CommonSOLE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$337,3730.03%6,678CommonSOLE
H5919C104ONONON HLDG AG$337,3060.03%7,680CommonSOLE
22822V101CCICROWN CASTLE INC$337,2880.03%3,236CommonSOLE
78464A763SDYSPDR SER TR$336,8120.03%2,482CommonSOLE
863667101SYKSTRYKER CORPORATION$335,7700.03%902CommonSOLE
00791R707DIVPADVISORS INNER CIRCLE FD II$332,9920.03%12,773CommonSOLE
247361702DALDELTA AIR LINES INC DEL$332,7480.03%7,632CommonSOLE
56501R106MFCMANULIFE FINL CORP$330,5950.03%10,613CommonSOLE
405552100HLNHALEON PLC$327,3250.03%31,810CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$326,5310.03%3,012CommonSOLE
G02602103DOXAMDOCS LTD$325,7400.03%3,560CommonSOLE
46429B598INDAISHARES TR$321,3620.03%6,242CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$318,0140.03%3,427CommonSOLE
05961W105BMABANCO MACRO SA$315,1790.03%4,174CommonSOLE
03831W108APPAPPLOVIN CORP$311,8470.03%1,177CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$311,7620.03%1,278CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$309,1330.03%1,570CommonSOLE
59156R108METMETLIFE INC$307,6710.03%3,832CommonSOLE
912318409UNGUNITED STS NAT GAS FD LP$307,3590.03%14,223CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$304,2880.03%1,481CommonSOLE
893870204TGSTRANSPORTADORA DE GAS SUR$302,7550.03%11,442CommonSOLE
G3265R107APTVAPTIV PLC$301,8440.03%5,073CommonSOLE
023576101AMTBAMERANT BANCORP INC$300,9930.03%14,583CommonSOLE
427866108HSYHERSHEY CO$298,9600.03%1,748CommonSOLE
842587107SOSOUTHERN CO$298,7470.03%3,249CommonSOLE
233051200DBEFDBX ETF TR$298,6590.03%6,897CommonSOLE
37960A529SHLDGLOBAL X FDS$297,1290.03%6,383CommonSOLE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$295,9990.03%8,050CommonSOLE
942622200WSOWATSCO INC$294,8140.03%580CommonSOLE
25809K105DASHDOORDASH INC$294,5340.03%1,612CommonSOLE
464287663IUSVISHARES TR$294,3130.03%3,189CommonSOLE
256163106DOCUDOCUSIGN INC$293,2030.03%3,602CommonSOLE
126650100CVSCVS HEALTH CORP$292,9780.03%4,324CommonSOLE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$292,7380.03%10,723CommonSOLE
33740F219QCJLFIRST TR EXCHNG TRADED FD VI$292,6940.03%14,383CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$292,3660.03%7,235CommonSOLE
922908751VBVANGUARD INDEX FDS$292,0560.03%1,317CommonSOLE
758849103REGREGENCY CTRS CORP$291,7950.03%3,956CommonSOLE
152006102CGAUCENTERRA GOLD INC$288,8230.03%45,484CommonSOLE
46138G664RWJINVESCO EXCH TRADED FD TR II$288,1360.03%7,079CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$285,3220.03%2,071CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$283,0940.03%12,775CommonSOLE
G4705A100ICLRICON PLC$279,1090.03%1,595CommonSOLE
89151E109TTENTOTALENERGIES SE$276,5460.03%4,275CommonSOLE
46435G334EWUISHARES TR$276,5290.03%7,380CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$275,7780.03%5,148CommonSOLE
37045V100GMGENERAL MTRS CO$275,6430.03%5,861CommonSOLE
032108664HACKAMPLIFY ETF TR$275,3530.03%3,835CommonSOLE
81141R100SESEA LTD$273,6590.03%2,097CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$273,6190.03%1,410CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$273,5930.03%12,391CommonSOLE
922908629VOVANGUARD INDEX FDS$270,6600.03%1,047CommonSOLE
85208P303URNMSPROTT FDS TR$269,6380.03%8,312CommonSOLE
059520106BCHBANCO DE CHILE$269,3500.03%10,168CommonSOLE
46435U853USHYISHARES TR$268,9340.03%7,306CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$268,2030.03%10,711CommonSOLE
464286533EEMVISHARES INC$265,4470.03%4,550CommonSOLE
L44385109GLOBGLOBANT S A$264,8700.03%2,250CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$261,6560.03%9,210CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$260,6740.03%411CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$260,5550.03%1,550CommonSOLE
45782C508PJANINNOVATOR ETFS TRUST$260,5150.03%6,282CommonSOLE
464288414MUBISHARES TR$259,3820.03%2,460CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$258,7500.03%12,500CommonSOLE
46432F339QUALISHARES TR$255,6510.03%1,496CommonSOLE
682680103OKEONEOK INC NEW$254,4000.03%2,564CommonSOLE
38149W614GSCGOLDMAN SACHS ETF TR$254,0790.03%5,450CommonSOLE
88162G103TTEKTETRA TECH INC NEW$254,0660.03%8,686CommonSOLE
14020Y805CGHMCAPITAL GRP FIXED INCM ETF T$253,6930.03%10,123CommonSOLE
443573100HUBSHUBSPOT INC$252,3790.03%442CommonSOLE
74933W452TBILRBB FD INC$251,8950.03%5,037CommonSOLE
23804L103DDOGDATADOG INC$251,0210.03%2,530CommonSOLE
101121101BXPBXP INC$250,9550.03%3,735CommonSOLE
46435G268SMMDISHARES TR$250,1600.03%4,000CommonSOLE
80105N105SNYSANOFI$249,7920.03%4,504CommonSOLE
78470P846HYBLSSGA ACTIVE TR$249,6210.03%8,877CommonSOLE
816851109SRESEMPRA$249,1180.03%3,491CommonSOLE
464288661IEIISHARES TR$247,2570.03%2,093CommonSOLE
78468R556XOPSPDR SER TR$246,8480.03%1,874CommonSOLE
46982L108JJACOBS SOLUTIONS INC$245,0460.03%2,027CommonSOLE
46434G848PICKISHARES INC$243,9840.03%6,800CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$243,4480.03%3,954CommonSOLE
92936U109WPCWP CAREY INC$243,1630.03%3,853CommonSOLE
126408103CSXCSX CORP$240,6200.02%8,176CommonSOLE
526057104LENLENNAR CORP$240,4650.02%2,095CommonSOLE
889478103TOLTOLL BROTHERS INC$238,4240.02%2,258CommonSOLE
902973304USBUS BANCORP DEL$238,2470.02%5,643CommonSOLE
97717X701HEDJWISDOMTREE TR$236,8780.02%4,989CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$235,6100.02%9,157CommonSOLE
285512109EAELECTRONIC ARTS INC$234,7020.02%1,624CommonSOLE
311900104FASTFASTENAL CO$232,6500.02%3,000CommonSOLE
052769106ADSKAUTODESK INC$231,1690.02%883CommonSOLE
020002101ALLALLSTATE CORP$230,4690.02%1,113CommonSOLE
381430107GSIEGOLDMAN SACHS ETF TR$229,9420.02%6,450CommonSOLE
00039J830SYFIAB ACTIVE ETFS INC$229,6240.02%6,461CommonSOLE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$229,4940.02%4,600CommonSOLE
088606108BHPBHP GROUP LTD$228,3320.02%4,704CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$227,2820.02%2,971CommonSOLE
92204A207VDCVANGUARD WORLD FD$225,3850.02%1,030CommonSOLE
09260U109BCATBLACKROCK CAP ALLOCATION TER$224,9140.02%15,619CommonSOLE
384802104GWWGRAINGER W W INC$224,7390.02%228CommonSOLE
33740F714DJUNFIRST TR EXCHNG TRADED FD VI$224,6130.02%5,350CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$223,6930.02%2,678CommonSOLE
90138F102TWLOTWILIO INC$223,5740.02%2,283CommonSOLE
767204100RIORIO TINTO PLC$222,8370.02%3,709CommonSOLE
N00985106AERAERCAP HOLDINGS NV$222,3220.02%2,176CommonSOLE
071813109BAXBAXTER INTL INC$222,0840.02%6,488CommonSOLE
78464A508SPYVSPDR SER TR$221,1840.02%4,331CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS$220,0950.02%17,454CommonSOLE
101044105BOCBOSTON OMAHA CORP$219,2830.02%15,040CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$218,1870.02%1,960CommonSOLE
749685103RPMRPM INTL INC$218,0570.02%1,885CommonSOLE

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.