MondegarAI
INSIGNEO ADVISORY SERVICES, LLC

Q4 2025 · 13F-HR

INSIGNEO ADVISORY SERVICES, LLCholdings as filed

Filed 2026-02-12 · accession 0001964958-26-000001

$1.39B
Reported value
759
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · INSIGNEO ADVISORY SERVICES, LLC · Q4 2025

AI · grounded in 13F

INSIGNEO ADVISORY SERVICES, LLC reduced its position in MSCI by 97.1%. The fund also trimmed holdings in TSLA by 31% and NVDA by 25.9%. On the buy side, the fund established a new position in CBLS worth $5.1M and increased its stake in QUAL by 219.5%.

Holdings as filed

First 500 of 759

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$103.5M7.42%380,654CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$82.2M5.90%120,530CommonSOLE
67066G104NVDANVIDIA CORPORATION$57.7M4.14%309,414CommonSOLE
023135106AMZNAMAZON COM INC$47.7M3.42%206,809CommonSOLE
594918104MSFTMICROSOFT CORP$47.3M3.40%97,890CommonSOLE
02079K305GOOGLALPHABET INC$33.9M2.43%108,386CommonSOLE
46090E103QQQINVESCO QQQ TR$33.9M2.43%55,123CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$33.8M2.43%67,280CommonSOLE
30303M102METAMETA PLATFORMS INC$30.7M2.20%46,547CommonSOLE
78463V107GLDSPDR GOLD TR$30.3M2.17%76,435CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$27.8M1.99%71,344CommonSOLE
46428Q109SLVISHARES SILVER TR$23.4M1.68%363,530CommonSOLE
02079K107GOOGALPHABET INC$19.2M1.38%61,207CommonSOLE
88160R101TSLATESLA INC$17.5M1.25%38,861CommonSOLE
922908363VOOVANGUARD INDEX FDS$14.4M1.04%23,024CommonSOLE
464287200IVVISHARES TR$12.9M0.93%18,839CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$12.0M0.86%62,689CommonSOLE
11135F101AVGOBROADCOM INC$11.7M0.84%33,672CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$11.4M0.82%230,203CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$11.3M0.81%34,917CommonSOLE
464287226AGGISHARES TR$9.8M0.70%97,689CommonSOLE
64110L106NFLXNETFLIX INC$8.3M0.59%88,373CommonSOLE
92826C839VVISA INC$8.2M0.59%23,294CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$8.0M0.57%44,967CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$7.7M0.55%8,926CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7.7M0.55%13,431CommonSOLE
032108649SILJAMPLIFY ETF TR$7.5M0.54%270,511CommonSOLE
532457108LLYELI LILLY & CO$7.2M0.51%6,655CommonSOLE
922908769VTIVANGUARD INDEX FDS$7.0M0.50%20,962CommonSOLE
922908744VTVVANGUARD INDEX FDS$6.6M0.48%34,818CommonSOLE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$6.5M0.47%274,117CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$6.0M0.43%8CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$6.0M0.43%27,848CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$5.9M0.42%12,176CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.6M0.40%46,474CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5.5M0.39%19,229CommonSOLE
931142103WMTWALMART INC$5.5M0.39%49,204CommonSOLE
G0176J109ALLEALLEGION PLC$5.2M0.37%32,717CommonSOLE
210322806CBLSELEVATION SERIES TRUST$5.1M0.37%185,371CommonSOLE
09260D107BXBLACKSTONE INC$5.1M0.36%32,967CommonSOLE
46432F339QUALISHARES TR$5.0M0.36%25,281CommonSOLE
68389X105ORCLORACLE CORP$4.9M0.35%25,278CommonSOLE
921910816MGKVANGUARD WORLD FD$4.9M0.35%11,763CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.8M0.35%15,949CommonSOLE
921909768VXUSVANGUARD STAR FDS$4.7M0.34%62,956CommonSOLE
060505104BACBANK AMERICA CORP$4.7M0.34%85,492CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.4M0.31%21,208CommonSOLE
92189F437ANGLVANECK ETF TRUST$4.4M0.31%149,440CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4.4M0.31%76,560CommonSOLE
438516106HONHONEYWELL INTL INC$4.2M0.30%21,747CommonSOLE
464285204IAUISHARES GOLD TR$4.2M0.30%52,162CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$4.1M0.29%149,704CommonSOLE
464287655IWMISHARES TR$4.1M0.29%16,629CommonSOLE
254687106DISDISNEY WALT CO$4.1M0.29%35,906CommonSOLE
464288679SHVISHARES TR$4.0M0.29%36,210CommonSOLE
097023105BABOEING CO$3.9M0.28%17,928CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$3.9M0.28%86,387CommonSOLE
92204A702VGTVANGUARD WORLD FD$3.8M0.27%5,064CommonSOLE
82509L107SHOPSHOPIFY INC$3.8M0.27%23,522CommonSOLE
00287Y109ABBVABBVIE INC$3.8M0.27%16,539CommonSOLE
464288257ACWIISHARES TR$3.6M0.26%25,667CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$3.6M0.26%66,120CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.6M0.26%9,753CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3.6M0.26%4,085CommonSOLE
46434G822EWJISHARES INC$3.6M0.26%44,067CommonSOLE
166764100CVXCHEVRON CORP NEW$3.5M0.25%22,678CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$3.4M0.25%24,344CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.3M0.24%7,040CommonSOLE
46434V407SHYGISHARES TR$3.3M0.24%76,441CommonSOLE
N07059210ASMLASML HOLDING N V$3.3M0.23%3,039CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$3.2M0.23%20,782CommonSOLE
72200U100PCNPIMCO CORPORATE & INCM STRG$3.2M0.23%250,700CommonSOLE
922908512VOEVANGUARD INDEX FDS$3.2M0.23%18,000CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.2M0.23%1,577CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$3.2M0.23%141,143CommonSOLE
92189F676SMHVANECK ETF TRUST$3.1M0.22%8,708CommonSOLE
92189F791GDXJVANECK ETF TRUST$3.1M0.22%27,441CommonSOLE
437076102HDHOME DEPOT INC$3.1M0.22%9,052CommonSOLE
00206R102TAT&T INC$3.1M0.22%125,165CommonSOLE
464287614IWFISHARES TR$3.1M0.22%6,525CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$3.1M0.22%13,640CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$3.1M0.22%137,425CommonSOLE
464288687PFFISHARES TR$3.1M0.22%99,135CommonSOLE
464287176TIPISHARES TR$3.1M0.22%27,758CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$3.0M0.21%90,773CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.0M0.21%16,018CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.9M0.21%20,016CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.9M0.20%38,778CommonSOLE
191216100KOCOCA COLA CO$2.8M0.20%40,661CommonSOLE
79466L302CRMSALESFORCE INC$2.8M0.20%10,727CommonSOLE
45687V106IRINGERSOLL RAND INC$2.8M0.20%35,689CommonSOLE
75513E101RTXRTX CORPORATION$2.8M0.20%15,409CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$2.8M0.20%19,124CommonSOLE
464287432TLTISHARES TR$2.8M0.20%32,160CommonSOLE
172967424CCITIGROUP INC$2.8M0.20%23,824CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.8M0.20%33,987CommonSOLE
56585A102MPCMARATHON PETE CORP$2.8M0.20%17,001CommonSOLE
464286608EZUISHARES INC$2.8M0.20%42,995CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.7M0.20%34,267CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$2.7M0.19%65,706CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.7M0.19%8,209CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$2.7M0.19%32,012CommonSOLE
59124U605MTAMETALLA RTY & STREAMING LTD$2.7M0.19%343,024CommonSOLE
464288588MBBISHARES TR$2.6M0.19%27,658CommonSOLE
617446448MSMORGAN STANLEY$2.6M0.19%14,571CommonSOLE
580135101MCDMCDONALDS CORP$2.6M0.19%8,450CommonSOLE
464287242LQDISHARES TR$2.6M0.18%23,364CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.6M0.18%5,241CommonSOLE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$2.6M0.18%134,031CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$2.5M0.18%29,864CommonSOLE
149123101CATCATERPILLAR INC$2.5M0.18%4,290CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$2.3M0.17%64,924CommonSOLE
464287598IWDISHARES TR$2.3M0.17%11,129CommonSOLE
66538R540CPAINORTHERN LTS FD TR III$2.3M0.16%57,290CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$2.2M0.16%44,195CommonSOLE
464288760ITAISHARES TR$2.2M0.16%10,117CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.2M0.15%7,289CommonSOLE
46434V738IEURISHARES TR$2.1M0.15%29,983CommonSOLE
78464A854SPYMSPDR SERIES TRUST$2.1M0.15%26,407CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$2.0M0.15%90,716CommonSOLE
92189F486FLTRVANECK ETF TRUST$2.0M0.14%78,252CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.0M0.14%3,459CommonSOLE
780259305SHELSHELL PLC$1.9M0.14%26,481CommonSOLE
922908611VBRVANGUARD INDEX FDS$1.9M0.14%9,124CommonSOLE
233051200DBEFDBX ETF TR$1.9M0.14%40,017CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.9M0.14%32,162CommonSOLE
886364231GRNYTIDAL TRUST I$1.9M0.14%76,112CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$1.9M0.13%37,243CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.9M0.13%23,311CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.9M0.13%31,989CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$1.9M0.13%157,519CommonSOLE
58933Y105MRKMERCK & CO INC$1.9M0.13%17,601CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.8M0.13%19,450CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$1.8M0.13%38,597CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.8M0.13%31,022CommonSOLE
12811T571CAIECALAMOS ETF TR$1.8M0.13%67,325CommonSOLE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$1.8M0.13%36,523CommonSOLE
464287150ITOTISHARES TR$1.8M0.13%11,989CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.8M0.13%28,477CommonSOLE
464287309IVWISHARES TR$1.8M0.13%14,417CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$1.7M0.13%29,165CommonSOLE
92189F106GDXVANECK ETF TRUST$1.7M0.13%20,324CommonSOLE
03831W108APPAPPLOVIN CORP$1.7M0.12%2,578CommonSOLE
81762P102NOWSERVICENOW INC$1.7M0.12%11,282CommonSOLE
464288430AIAISHARES TR$1.7M0.12%17,375CommonSOLE
17275R102CSCOCISCO SYS INC$1.7M0.12%21,893CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.7M0.12%11,745CommonSOLE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$1.7M0.12%40,037CommonSOLE
464287234EEMISHARES TR$1.7M0.12%30,205CommonSOLE
69346J106GHYPGIM GLOBAL HIGH YIELD FD FO$1.6M0.12%133,500CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.6M0.12%10,207CommonSOLE
464287184FXIISHARES TR$1.6M0.12%42,057CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$1.6M0.11%41,798CommonSOLE
37954Y632AIQGLOBAL X FDS$1.6M0.11%31,400CommonSOLE
922908553VNQVANGUARD INDEX FDS$1.6M0.11%18,018CommonSOLE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$1.6M0.11%39,585CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.6M0.11%2,587CommonSOLE
002824100ABTABBOTT LABS$1.6M0.11%12,453CommonSOLE
464288513HYGISHARES TR$1.5M0.11%19,152CommonSOLE
36828A101GEVGE VERNOVA INC$1.5M0.11%2,351CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.5M0.11%15,327CommonSOLE
464287465EFAISHARES TR$1.5M0.11%15,558CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.5M0.11%36,071CommonSOLE
91912E105VALEVALE S A$1.5M0.10%112,326CommonSOLE
872540109TJXTJX COS INC NEW$1.4M0.10%9,407CommonSOLE
852234103XYZBLOCK INC$1.4M0.10%22,104CommonSOLE
548661107LOWLOWES COS INC$1.4M0.10%5,919CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$1.4M0.10%20,081CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.10%2,884CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.4M0.10%2,383CommonSOLE
747525103QCOMQUALCOMM INC$1.4M0.10%8,008CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$1.4M0.10%28,131CommonSOLE
461202103INTUINTUIT$1.4M0.10%2,041CommonSOLE
92189F429PFXFVANECK ETF TRUST$1.3M0.10%75,712CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.3M0.10%14,001CommonSOLE
464289875AOMISHARES TR$1.3M0.10%27,895CommonSOLE
464287507IJHISHARES TR$1.3M0.10%20,105CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.3M0.09%2,226CommonSOLE
46435G334EWUISHARES TR$1.3M0.09%29,286CommonSOLE
H1467J104CBCHUBB LIMITED$1.3M0.09%4,123CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.3M0.09%10,962CommonSOLE
464287804IJRISHARES TR$1.3M0.09%10,647CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$1.3M0.09%23,702CommonSOLE
46434G103IEMGISHARES INC$1.3M0.09%18,820CommonSOLE
464286640ECHISHARES INC$1.2M0.09%30,331CommonSOLE
717081103PFEPFIZER INC$1.2M0.09%48,281CommonSOLE
369604301GEGE AEROSPACE$1.2M0.08%3,783CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.2M0.08%5,117CommonSOLE
00724F101ADBEADOBE INC$1.1M0.08%3,268CommonSOLE
219350105GLWCORNING INC$1.1M0.08%13,017CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.1M0.08%12,384CommonSOLE
770700102HOODROBINHOOD MKTS INC$1.1M0.08%9,885CommonSOLE
09290D101BLKBLACKROCK INC$1.1M0.08%1,042CommonSOLE
05613H100BKDVBNY MELLON ETF TRUST II$1.1M0.08%38,198CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.1M0.08%7,093CommonSOLE
33740F581QMARFIRST TR EXCHNG TRADED FD VI$1.1M0.08%33,205CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.1M0.08%11,391CommonSOLE
G29183103ETNEATON CORP PLC$1.1M0.08%3,426CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.1M0.08%29,189CommonSOLE
78433H501CSHINEOS ETF TRUST$1.1M0.08%21,575CommonSOLE
95766A101XEMDXWESTERN ASSET EMERGING MKTS$1.1M0.08%100,813CommonSOLE
46436F103IAUMISHARES GOLD TR$1.1M0.08%24,701CommonSOLE
464286400EWZISHARES INC$1.1M0.08%33,125CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1.0M0.07%1,829CommonSOLE
713448108PEPPEPSICO INC$1.0M0.07%7,097CommonSOLE
09661T107BKLCBNY MELLON ETF TRUST$1.0M0.07%7,781CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.0M0.07%6,267CommonSOLE
040413205ANETARISTA NETWORKS INC$1.0M0.07%7,678CommonSOLE
031162100AMGNAMGEN INC$997,3140.07%3,047CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$992,4210.07%13,084CommonSOLE
244199105DEDEERE & CO$989,2350.07%2,125CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$985,8370.07%3,534CommonSOLE
032108409DIVOAMPLIFY ETF TR$977,9770.07%21,977CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$972,0590.07%3,843CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$968,9050.07%17,963CommonSOLE
833445109SNOWSNOWFLAKE INC$966,7200.07%4,407CommonSOLE
855244109SBUXSTARBUCKS CORP$961,0190.07%11,412CommonSOLE
464287523SOXXISHARES TR$960,6110.07%3,190CommonSOLE
94106L109WMWASTE MGMT INC DEL$957,5650.07%4,358CommonSOLE
46438G562QTOPISHARES TR$956,7870.07%29,937CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$950,2110.07%38,991CommonSOLE
88579Y101MMM3M CO$942,5420.07%5,887CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$935,8880.07%13,099CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$932,1320.07%3,846CommonSOLE
87612E106TGTTARGET CORP$931,0070.07%9,524CommonSOLE
464287499IWRISHARES TR$917,0680.07%9,526CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$911,0570.07%16,947CommonSOLE
746729300PVALPUTNAM ETF TRUST$905,8160.06%19,877CommonSOLE
33740F151QCOCFIRST TR EXCHNG TRADED FD VI$904,7360.06%40,304CommonSOLE
863667101SYKSTRYKER CORPORATION$904,3320.06%2,573CommonSOLE
009158106APDAIR PRODS & CHEMS INC$897,9780.06%3,635CommonSOLE
907818108UNPUNION PAC CORP$893,5190.06%3,863CommonSOLE
89832Q109TFCTRUIST FINL CORP$889,4120.06%18,074CommonSOLE
74340W103PLDPROLOGIS INC.$881,5080.06%6,905CommonSOLE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$876,7570.06%33,413CommonSOLE
33939L407GUNRFLEXSHARES TR$874,6140.06%19,076CommonSOLE
464287408IVEISHARES TR$869,6990.06%4,101CommonSOLE
92840M102VSTVISTRA CORP$865,7110.06%5,366CommonSOLE
46090A713EFAAINVESCO ACTIVELY MANAGED EXC$864,9620.06%16,003CommonSOLE
670100205NVONOVO-NORDISK A S$862,6720.06%16,955CommonSOLE
375558103GILDGILEAD SCIENCES INC$861,9520.06%7,023CommonSOLE
18452B209CLSKCLEANSPARK INC$861,2730.06%85,106CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$859,6330.06%1,508CommonSOLE
056752108BIDUBAIDU INC$858,3060.06%6,569CommonSOLE
458140100INTCINTEL CORP$849,0690.06%23,010CommonSOLE
046353108AZNNASTRAZENECA PLC$838,4760.06%9,121CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$837,8450.06%6,441CommonSOLE
46432F842IEFAISHARES TR$832,8900.06%9,310CommonSOLE
00214Q104ARKKARK ETF TR$829,9670.06%10,790CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$829,5090.06%3,092CommonSOLE
464288182AAXJISHARES TR$827,1850.06%8,883CommonSOLE
20825C104COPCONOCOPHILLIPS$819,7970.06%8,758CommonSOLE
48138M105JMIAJUMIA TECHNOLOGIES AG$818,0950.06%65,500CommonSOLE
464288240ACWXISHARES TR$811,0650.06%12,082CommonSOLE
46432F388VLUEISHARES TR$803,0150.06%5,873CommonSOLE
009066101ABNBAIRBNB INC$797,0840.06%5,873CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$795,2320.06%11,633CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$794,7830.06%4,294CommonSOLE
512807306LRCXLAM RESEARCH CORP$794,4550.06%4,641CommonSOLE
882508104TXNTEXAS INSTRS INC$783,9290.06%4,519CommonSOLE
20030N101CMCSACOMCAST CORP NEW$783,2080.06%26,203CommonSOLE
038222105AMATAPPLIED MATLS INC$770,9700.06%3,000CommonSOLE
767204100RIORIO TINTO PLC$769,8090.06%9,619CommonSOLE
97717W851DXJWISDOMTREE TR$768,5670.06%5,331CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$767,0250.06%36,525CommonSOLE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$759,0220.05%23,333CommonSOLE
78464A409SPYGSPDR SERIES TRUST$758,4490.05%7,108CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$754,9040.05%6,304CommonSOLE
803054204SAPSAP SE$738,2030.05%3,039CommonSOLE
46434V100SLQDISHARES TR$730,2830.05%14,404CommonSOLE
02209S103MOALTRIA GROUP INC$729,6750.05%12,655CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$726,5670.05%7,325CommonSOLE
66987V109NVSNOVARTIS AG$721,4740.05%5,233CommonSOLE
46140H700DBBINVESCO DB MULTI-SECTOR COMM$718,8480.05%31,336CommonSOLE
98978V103ZTSZOETIS INC$717,2990.05%5,701CommonSOLE
464288661IEIISHARES TR$714,0710.05%5,983CommonSOLE
055622104BPBP PLC$712,4130.05%20,513CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$709,1970.05%2,445CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$708,9980.05%6,033CommonSOLE
654106103NKENIKE INC$701,3830.05%11,009CommonSOLE
464287721IYWISHARES TR$699,7110.05%3,504CommonSOLE
743315103PGRPROGRESSIVE CORP$698,8940.05%3,069CommonSOLE
369550108GDGENERAL DYNAMICS CORP$697,5220.05%2,072CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$694,1780.05%20,034CommonSOLE
46436E379IBHIISHARES TR$691,1070.05%29,247CommonSOLE
904767803ULUNILEVER PLC$689,0540.05%10,536CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$687,7330.05%16,725CommonSOLE
126650100CVSCVS HEALTH CORP$685,5420.05%8,638CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$685,0910.05%2,385CommonSOLE
46434G855RINGISHARES INC$684,9260.05%9,301CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$683,0210.05%24,946CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$671,9240.05%1,727CommonSOLE
03076C106AMPAMERIPRISE FINL INC$670,4780.05%1,367CommonSOLE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$669,8000.05%14,536CommonSOLE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$653,4020.05%15,960CommonSOLE
58155Q103MCKMCKESSON CORP$653,3690.05%797CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$653,0750.05%8,817CommonSOLE
74348A467NOBLPROSHARES TR$653,0390.05%6,275CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$649,0010.05%4,483CommonSOLE
46429B747STIPISHARES TR$647,2760.05%6,322CommonSOLE
25809K105DASHDOORDASH INC$645,1280.05%2,849CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$640,9620.05%8,133CommonSOLE
032095101APHAMPHENOL CORP NEW$639,7640.05%4,734CommonSOLE
69374H105PTLCPACER FDS TR$638,2250.05%11,483CommonSOLE
003264108SIVRABRDN SILVER ETF TRUST$637,4390.05%9,424CommonSOLE
82889N202SPDSIMPLIFY EXCHANGE TRADED FUN$636,7970.05%16,220CommonSOLE
925652109VICIVICI PPTYS INC$635,9340.05%22,615CommonSOLE
97717W422EPIWISDOMTREE TR$635,8370.05%13,736CommonSOLE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$634,6570.05%11,575CommonSOLE
464288281EMBISHARES TR$634,1000.05%6,586CommonSOLE
29444U700EQIXEQUINIX INC$629,7840.05%822CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$628,3710.05%2,176CommonSOLE
464287606IJKISHARES TR$623,9070.04%6,440CommonSOLE
464287788IYFISHARES TR$622,6470.04%4,829CommonSOLE
701094104PHPARKER-HANNIFIN CORP$621,2610.04%707CommonSOLE
171779309CIENCIENA CORP$612,7390.04%2,620CommonSOLE
25746U109DDOMINION ENERGY INC$611,5620.04%10,438CommonSOLE
345370860FFORD MTR CO$607,9340.04%46,336CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$606,8330.04%3,456CommonSOLE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$605,9410.04%11,709CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$605,3660.04%11,919CommonSOLE
46435U556ARTYISHARES TR$603,5030.04%12,526CommonSOLE
464288646IGSBISHARES TR$601,7470.04%11,379CommonSOLE
33740U109DEEDFIRST TR EXCHNG TRADED FD VI$598,3200.04%27,700CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$585,9750.04%52,133CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$582,5680.04%1,285CommonSOLE
37954Y871URAGLOBAL X FDS$580,7010.04%13,590CommonSOLE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$580,1480.04%16,278CommonSOLE
835699307SONYSONY GROUP CORP$579,2770.04%22,628CommonSOLE
72201R775BONDPIMCO ETF TR$577,5610.04%6,205CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$574,4050.04%6,209CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$570,9120.04%456CommonSOLE
G6683N103NUNU HLDGS LTD$570,0470.04%34,053CommonSOLE
78468R408SJNKSPDR SERIES TRUST$569,6670.04%22,499CommonSOLE
922908538VOTVANGUARD INDEX FDS$569,2340.04%2,039CommonSOLE
571903202MARMARRIOTT INTL INC NEW$568,9800.04%1,834CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$568,6300.04%4,762CommonSOLE
235851102DHRDANAHER CORPORATION$565,4410.04%2,470CommonSOLE
53656G498MAGSLISTED FDS TR$563,7600.04%8,547CommonSOLE
98149E303GLDMWORLD GOLD TR$562,3320.04%6,587CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$559,9650.04%3,018CommonSOLE
37954Y475XYLDGLOBAL X FDS$557,6470.04%13,725CommonSOLE
78468R721TFISPDR SERIES TRUST$553,5020.04%12,109CommonSOLE
372460105GPCGENUINE PARTS CO$549,2770.04%4,467CommonSOLE
464288414MUBISHARES TR$548,7250.04%5,123CommonSOLE
48251W104KKRKKR & CO INC$547,8550.04%4,298CommonSOLE
74347X864UPROPROSHARES TR$546,2710.04%4,719CommonSOLE
92204A306VDEVANGUARD WORLD FD$545,2340.04%4,330CommonSOLE
09661T206BKMCBNY MELLON ETF TRUST$541,0800.04%4,967CommonSOLE
00214Q203ARKQARK ETF TR$540,2780.04%4,712CommonSOLE
651639106NEMNEWMONT CORP$533,8980.04%5,347CommonSOLE
G54950103LINLINDE PLC$532,3270.04%1,248CommonSOLE
464287457SHYISHARES TR$532,2840.04%6,427CommonSOLE
464288810IHIISHARES TR$527,2810.04%8,484CommonSOLE
97717W315DEMWISDOMTREE TR$527,1940.04%11,287CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$526,9990.04%8,890CommonSOLE
336920103FPXFIRST TR EXCHANGE-TRADED FD$526,9230.04%3,221CommonSOLE
72201Y101PDIPIMCO DYNAMIC INCOME FD$525,2790.04%29,660CommonSOLE
46436E718SGOVISHARES TR$522,9800.04%5,210CommonSOLE
92189H409HYDVANECK ETF TRUST$520,8620.04%10,189CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$519,4070.04%2,488CommonSOLE
18915M107NETCLOUDFLARE INC$518,5050.04%2,630CommonSOLE
697660207PAMPAMPA ENERGIA S A$511,6760.04%5,781CommonSOLE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$511,1760.04%10,122CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$510,8730.04%2,486CommonSOLE
G0403H108AONAON PLC$508,5000.04%1,441CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$507,0440.04%6,394CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$505,9220.04%18,030CommonSOLE
871607107SNPSSYNOPSYS INC$504,3870.04%1,074CommonSOLE
31428X106FDXFEDEX CORP$498,6430.04%1,726CommonSOLE
125523100CITHE CIGNA GROUP$497,0650.04%1,806CommonSOLE
12514G108CDWCDW CORP$492,3630.04%3,615CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$491,0100.04%19,500CommonSOLE
29250N105ENBENBRIDGE INC$482,9560.03%10,081CommonSOLE
46429B598INDAISHARES TR$481,9420.03%8,917CommonSOLE
032654105ADIANALOG DEVICES INC$480,6200.03%1,772CommonSOLE
33740F771DFEBFIRST TR EXCHNG TRADED FD VI$479,6020.03%10,050CommonSOLE
464286665EPPISHARES INC$478,2030.03%9,475CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$477,8020.03%1,735CommonSOLE
78409V104SPGIS&P GLOBAL INC$476,1530.03%911CommonSOLE
81141R100SESEA LTD$474,4330.03%3,719CommonSOLE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$472,6680.03%23,800CommonSOLE
38748G101BARGRANITESHARES GOLD TR$471,6390.03%11,100CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$469,9790.03%4,203CommonSOLE
72201R882ZROZPIMCO ETF TR$462,6000.03%7,200CommonSOLE
457669307INSMINSMED INC$459,6400.03%2,641CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$459,5250.03%507CommonSOLE
594972408MSTRSTRATEGY INC$456,3060.03%3,003CommonSOLE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$452,9380.03%35,166CommonSOLE
81589A809QALTSEI EXCHANGE TRADED FUNDS$452,8040.03%18,163CommonSOLE
23331A109DHID R HORTON INC$452,7090.03%3,143CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$450,8080.03%7,962CommonSOLE
92276F100VTRVENTAS INC$450,1970.03%5,818CommonSOLE
464287630IWNISHARES TR$447,4070.03%2,469CommonSOLE
500767306KWEBKRANESHARES TRUST$445,2700.03%13,077CommonSOLE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$444,3960.03%8,619CommonSOLE
92189H607OIHVANECK ETF TRUST$441,3940.03%1,550CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$441,3190.03%3,506CommonSOLE
97717X263DDWMWISDOMTREE TR$438,0990.03%10,062CommonSOLE
92338C103VLTOVERALTO CORP$435,9390.03%4,369CommonSOLE
46435U853USHYISHARES TR$431,3890.03%11,536CommonSOLE
97717W109DTDWISDOMTREE TR$430,6810.03%5,074CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$430,1730.03%8,503CommonSOLE
46434V456IQLTISHARES TR$427,7300.03%9,411CommonSOLE
05961W105BMABANCO MACRO SA$427,4490.03%4,741CommonSOLE
958102105WDCWESTERN DIGITAL CORP$427,0580.03%2,479CommonSOLE
443201108HWMHOWMET AEROSPACE INC$425,2110.03%2,074CommonSOLE
91232N207USOUNITED STS OIL FD LP$422,4290.03%6,108CommonSOLE
722304102PDDPDD HOLDINGS INC$420,4500.03%3,708CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$419,9590.03%1,198CommonSOLE
911363109URIUNITED RENTALS INC$415,1810.03%513CommonSOLE
969457100WMBWILLIAMS COS INC$414,5190.03%6,896CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$414,0430.03%1,172CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$414,0280.03%25,748CommonSOLE
260003108DOVDOVER CORP$410,1990.03%2,101CommonSOLE
075887109BDXBECTON DICKINSON & CO$408,3230.03%2,104CommonSOLE
31609A404FENIFIDELITY COVINGTON TRUST$406,0380.03%11,100CommonSOLE
46138E198XMLVINVESCO EXCH TRADED FD TR II$405,4860.03%6,502CommonSOLE
231021106CMICUMMINS INC$402,3850.03%788CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$402,2900.03%1,287CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$401,9800.03%4,901CommonSOLE
G8473T100STESTERIS PLC$401,5760.03%1,584CommonSOLE
464287440IEFISHARES TR$400,5240.03%4,165CommonSOLE
25459Y694FASDIREXION SHS ETF TR$399,6150.03%2,374CommonSOLE
464287887IJTISHARES TR$396,6600.03%2,810CommonSOLE
45168D104IDXXIDEXX LABS INC$396,4470.03%586CommonSOLE
02156V109OKLOOKLO INC$395,3260.03%5,509CommonSOLE
756109104OREALTY INCOME CORP$395,2660.03%7,012CommonSOLE
25459W458SOXLDIREXION SHS ETF TR$395,1240.03%9,401CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$394,4320.03%12,092CommonSOLE
78462F903SPYSPDR S&P 500 ETF TR$393,8160.03%2,400CALLSOLE
247361702DALDELTA AIR LINES INC DEL$392,6180.03%5,657CommonSOLE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$392,1080.03%8,261CommonSOLE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$390,6290.03%8,794CommonSOLE
093712107BEBLOOM ENERGY CORP$388,9200.03%4,476CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$386,9710.03%758CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$385,9390.03%15,123CommonSOLE
33740U695GOCTFIRST TR EXCHNG TRADED FD VI$385,8670.03%9,821CommonSOLE
872590104TMUST-MOBILE US INC$381,9180.03%1,881CommonSOLE
780287108RGLDROYAL GOLD INC$381,0050.03%1,714CommonSOLE
46434V647REETISHARES TR$376,6740.03%15,097CommonSOLE
74762E102QUREQUANTA SVCS INC$375,8450.03%891CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$374,7470.03%4,916CommonSOLE
88636J642YMAGTIDAL TRUST II$374,6760.03%26,330CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$373,4030.03%1,318CommonSOLE
33740F219QCJLFIRST TR EXCHNG TRADED FD VI$372,8470.03%15,713CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$369,7900.03%1,260CommonSOLE
37045V100GMGENERAL MTRS CO$369,1930.03%4,540CommonSOLE
055869101BTQBTQ TECHNOLOGIES CORP$368,6400.03%72,000CommonSOLE
97717X701HEDJWISDOMTREE TR$365,7430.03%6,893CommonSOLE
50212V100LPLALPL FINL HLDGS INC$364,1350.03%1,020CommonSOLE
091749101BITWBITWISE 10 CRYPTO INDEX ETF$362,7250.03%6,173CommonSOLE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$353,2720.03%13,012CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$352,7170.03%8,262CommonSOLE
902973304USBUS BANCORP DEL$352,4430.03%6,605CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$351,6470.03%4,138CommonSOLE
46434G848PICKISHARES INC$351,1660.03%6,840CommonSOLE
55354G100MSCIMSCI INC$351,1230.03%612CommonSOLE
632307104NTRANATERA INC$350,7370.03%1,531CommonSOLE
444859102HUMHUMANA INC$349,3610.03%1,364CommonSOLE
F92124100TTETOTALENERGIES SE$348,8030.03%5,342CommonSOLE
46429B697USMVISHARES TR$348,7020.03%3,703CommonSOLE
126408103CSXCSX CORP$348,3630.02%9,610CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$348,3120.02%2,959CommonSOLE
00162Q676ENFRALPS ETF TR$345,7220.02%10,991CommonSOLE
381430107GSIEGOLDMAN SACHS ETF TR$345,5290.02%8,047CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$344,5420.02%12,775CommonSOLE
12811T530CAIQCALAMOS ETF TR$344,0910.02%13,428CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$343,3890.02%1,582CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$343,3680.02%445CommonSOLE
595112903MUMICRON TECHNOLOGY INC$342,7600.02%2,200CALLSOLE
842587107SOSOUTHERN CO$342,6930.02%3,930CommonSOLE
482480100KLACKLA CORP$342,5790.02%282CommonSOLE
33738R308FTHIFIRST TR EXCHANGE TRADED FD$340,2930.02%14,407CommonSOLE
78464A763SDYSPDR SERIES TRUST$339,7600.02%2,442CommonSOLE
46138G664RWJINVESCO EXCH TRADED FD TR II$338,7200.02%6,952CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$338,0630.02%13,895CommonSOLE
46222L108IONQIONQ INC$337,6020.02%7,524CommonSOLE
69374H303PTNQPACER FDS TR$335,9140.02%4,271CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$334,2270.02%5,029CommonSOLE
09255X100XFRAXBLACKROCK FLOATING RATE INCO$332,8320.02%28,254CommonSOLE
N3167Y103RACEFERRARI N V$329,2780.02%891CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$328,3970.02%8,163CommonSOLE
405552100HLNHALEON PLC$327,2810.02%32,372CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$325,1590.02%1,918CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$321,0860.02%2,766CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$320,7540.02%11,920CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$320,2710.02%2,093CommonSOLE
09173B1071B2BITFARMS LTD$320,1330.02%136,227CommonSOLE
22266T109CPNGCOUPANG INC$318,0880.02%13,484CommonSOLE
46432F834IXUSISHARES TR$318,0380.02%3,758CommonSOLE
052769106ADSKAUTODESK INC$317,6190.02%1,073CommonSOLE
22822V101CCICROWN CASTLE INC$315,9070.02%3,555CommonSOLE
291011104EMREMERSON ELEC CO$315,7900.02%2,379CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$315,2090.02%6,718CommonSOLE
256677105DGDOLLAR GEN CORP NEW$314,9300.02%2,372CommonSOLE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$312,9350.02%5,910CommonSOLE
704326107PAYXPAYCHEX INC$312,5920.02%2,787CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$312,4630.02%502CommonSOLE
980745103WWDWOODWARD INC$310,1800.02%1,026CommonSOLE

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.