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Financial Network Wealth Advisors LLC

Q1 2025 · 13F-HR

Financial Network Wealth Advisors LLCholdings as filed

Filed 2025-05-13 · accession 0002012031-25-000002

$76.2M
Reported value
777
Positions
2025-03-31
Period end
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Holdings as filed

First 500 of 777

CUSIPTickerIssuerValue% port.SharesClassVoting
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$9.6M12.6%322,897CommonSOLE
037833100AAPLAPPLE INC$2.3M3.04%10,437CommonSOLE
78464A409SPYGSPDR SER TR$2.3M2.98%28,208CommonSOLE
45783Y814BUFFINNOVATOR ETFS TRUST$2.2M2.90%50,019CommonSOLE
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92189H409HYDVANECK ETF TRUST$1.6M2.07%30,842CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$1.4M1.88%39,291CommonSOLE
594918104MSFTMICROSOFT CORP$1.4M1.86%3,771CommonSOLE
78464A508SPYVSPDR SER TR$1.4M1.86%27,671CommonSOLE
464287200IVVISHARES TR$1.4M1.83%2,481CommonSOLE
580135101MCDMCDONALDS CORP$1.1M1.50%3,666CommonSOLE
464287176TIPISHARES TR$1.0M1.35%9,221CommonSOLE
78468R663BILSPDR SER TR$1.0M1.34%11,128CommonSOLE
33740U760BUFTFIRST TR EXCHNG TRADED FD VI$1.0M1.33%45,078CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$933,6131.23%1,753CommonSOLE
00287Y109ABBVABBVIE INC$847,5081.11%4,045CommonSOLE
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30231G102XOMEXXON MOBIL CORP$708,1350.93%5,954CommonSOLE
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46429B747STIPISHARES TR$650,3090.85%6,285CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$642,8390.84%16,328CommonSOLE
69374H576PSFDPACER FDS TR$606,6610.80%18,691CommonSOLE
002824100ABTABBOTT LABS$590,2930.78%4,450CommonSOLE
46429B267GOVTISHARES TR$586,0260.77%25,496CommonSOLE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$539,4640.71%22,678CommonSOLE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$513,3350.67%14,159CommonSOLE
78464A839MDYVSPDR SER TR$505,7180.66%6,563CommonSOLE
78468R853SPSMSPDR SER TR$499,2280.66%12,248CommonSOLE
78464A821MDYGSPDR SER TR$490,5280.64%6,173CommonSOLE
02079K305GOOGLALPHABET INC$486,1880.64%3,144CommonSOLE
09789C788XHLFBONDBLOXX ETF TRUST$478,5740.63%9,504CommonSOLE
46434V407SHYGISHARES TR$473,9700.62%11,147CommonSOLE
023135106AMZNAMAZON COM INC$463,2830.61%2,435CommonSOLE
78464A383SPMBSPDR SER TR$458,2870.60%20,784CommonSOLE
092528801IVVBBLACKROCK ETF TRUST II$448,5960.59%15,300CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$434,5540.57%5,315CommonSOLE
78468R622JNKSPDR SER TR$428,1830.56%4,493CommonSOLE
921909768VXUSVANGUARD STAR FDS$424,7020.56%6,839CommonSOLE
191216100KOCOCA COLA CO$396,7750.52%5,540CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$383,3470.50%2,973CommonSOLE
26923G707NFLTETFIS SER TR I$378,3630.50%16,764CommonSOLE
92826C839VVISA INC$362,7260.48%1,035CommonSOLE
67066G104NVDANVIDIA CORPORATION$352,6560.46%3,254CommonSOLE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$349,1690.46%8,330CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$344,2190.45%628CommonSOLE
45782C367IAPRINNOVATOR ETFS TRUST$339,3200.45%12,321CommonSOLE
00888H877SIXOAIM ETF PRODUCTS TRUST$337,0530.44%10,673CommonSOLE
78464A300SLYVSPDR SER TR$326,6930.43%4,167CommonSOLE
931142103WMTWALMART INC$319,9950.42%3,645CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$312,8480.41%6,897CommonSOLE
78464A474SPSBSPDR SER TR$310,4210.41%10,313CommonSOLE
69374H469PSFJPACER FDS TR$309,3980.41%10,865CommonSOLE
45782C342KAPRINNOVATOR ETFS TRUST$305,4150.40%9,900CommonSOLE
166764100CVXCHEVRON CORP NEW$302,4600.40%1,808CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$301,6320.40%5,341CommonSOLE
88579Y101MMM3M CO$290,7830.38%1,980CommonSOLE
45782C664BSEPINNOVATOR ETFS TRUST$288,8340.38%6,914CommonSOLE
855244109SBUXSTARBUCKS CORP$280,4160.37%2,859CommonSOLE
949746101WMT2WELLS FARGO CO NEW$273,8790.36%3,815CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$272,4680.36%1,096CommonSOLE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$264,0450.35%7,181CommonSOLE
68389X105ORCLORACLE CORP$259,3480.34%1,855CommonSOLE
437076102HDHOME DEPOT INC$256,1900.34%699CommonSOLE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$256,0850.34%5,900CommonSOLE
78464A664SPTLSPDR SER TR$242,5050.32%8,896CommonSOLE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$238,2250.31%3,992CommonSOLE
254687106DISDISNEY WALT CO$220,5950.29%2,235CommonSOLE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$216,5940.28%5,297CommonSOLE
69374H451PSFOPACER FDS TR$213,0460.28%7,562CommonSOLE
74316P645CSMDPROFESIONALLY MANAGED PORTFO$212,0140.28%7,665CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$203,7620.27%653CommonSOLE
670100205NVONOVO NORDISK A S$202,2090.27%2,912CommonSOLE
904767704UNILEVER PLC$198,5990.26%3,335CommonSOLE
478160104JNJJOHNSON JOHNSON$198,0130.26%1,194CommonSOLE
45782C359EAPRINNOVATOR ETFS TRUST$194,2300.26%7,319CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$194,1320.25%1,716CommonSOLE
032095101APHAMPHENOL CORP NEW$190,5390.25%2,905CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$185,6050.24%373CommonSOLE
G5960L103MDTMEDTRONIC PLC$181,2480.24%2,017CommonSOLE
45782C383PMARINNOVATOR ETFS TRUST$180,4250.24%4,518CommonSOLE
46435U853USHYISHARES TR$180,1780.24%4,895CommonSOLE
45782C870PAPRINNOVATOR ETFS TRUST$175,1980.23%4,913CommonSOLE
33740F458GAPRFIRST TR EXCHNG TRADED FD VI$170,2460.22%4,532CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$169,4190.22%179CommonSOLE
33740U661GJULFIRST TR EXCHNG TRADED FD VI$168,5280.22%4,688CommonSOLE
532457108LLYELI LILLY CO$167,6600.22%203CommonSOLE
00206R102TAT T INC$165,0990.22%5,838CommonSOLE
33740F748FMAYFIRST TR EXCHNG TRADED FD VI$164,4880.22%3,562CommonSOLE
69374H477PSFMPACER FDS TR$163,1830.21%5,699CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$163,0770.21%467CommonSOLE
02079K107GOOGALPHABET INC$162,1910.21%1,038CommonSOLE
717081103PFEPFIZER INC$158,1470.21%6,241CommonSOLE
922908744VTVVANGUARD INDEX FDS$154,9200.20%897CommonSOLE
311900104FASTFASTENAL CO$153,5490.20%1,980CommonSOLE
760759100RSGREPUBLIC SVCS INC$151,8340.20%627CommonSOLE
742718109PGPROCTER AND GAMBLE CO$150,8220.20%885CommonSOLE
98978V103ZTSZOETIS INC$150,4960.20%914CommonSOLE
747525103QCOMQUALCOMM INC$148,7030.20%968CommonSOLE
872540109TJXTJX COS INC NEW$147,0130.19%1,207CommonSOLE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$144,9910.19%4,173CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$144,9730.19%2,377CommonSOLE
46625H100JPMJPMORGAN CHASE CO$144,9720.19%591CommonSOLE
45782C797POCTINNOVATOR ETFS TRUST$144,8720.19%3,729CommonSOLE
942622200WSOWATSCO INC$143,3410.19%282CommonSOLE
78462F103SPYSPDR S P 500 ETF TR$142,0850.19%254CommonSOLE
00724F101ADBEADOBE INC$141,9060.19%370CommonSOLE
41151J505HGERHARBOR ETF TRUST$140,2120.18%5,830CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$139,8290.18%2,818CommonSOLE
33738D309FTSLFIRST TR EXCHANGE TRADED FD$138,0000.18%3,023CommonSOLE
72201R593CMDTPIMCO ETF TR$137,9460.18%5,153CommonSOLE
147528103CASYCASEYS GEN STORES INC$135,8550.18%313CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$132,6000.17%434CommonSOLE
45782C680PAUGINNOVATOR ETFS TRUST$130,8320.17%3,463CommonSOLE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$129,0010.17%2,644CommonSOLE
464287671IUSGISHARES TR$128,8590.17%1,014CommonSOLE
92939U106WECWEC ENERGY GROUP INC$125,8720.17%1,155CommonSOLE
872590104TMUST MOBILE US INC$123,5140.16%463CommonSOLE
461202103INTUINTUIT$123,4120.16%201CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$122,8290.16%2,229CommonSOLE
45782C656PSEPINNOVATOR ETFS TRUST$122,6430.16%3,193CommonSOLE
45782C375UMARINNOVATOR ETFS TRUST$121,4030.16%3,415CommonSOLE
049560105ATOATMOS ENERGY CORP$119,5080.16%773CommonSOLE
45782C821UOCTINNOVATOR ETFS TRUST$119,4380.16%3,457CommonSOLE
609207105MDLZMONDELEZ INTL INC$118,8730.16%1,752CommonSOLE
833034101SNASNAP ON INC$117,2940.15%348CommonSOLE
78409V104SPGIS P GLOBAL INC$116,8670.15%230CommonSOLE
45782C433BFEBINNOVATOR ETFS TRUST$116,7830.15%2,812CommonSOLE
369550108GDGENERAL DYNAMICS CORP$115,3010.15%423CommonSOLE
718172109PMPHILIP MORRIS INTL INC$115,0790.15%725CommonSOLE
17275R102CSCOCISCO SYS INC$113,1330.15%1,833CommonSOLE
172908105CTASCINTAS CORP$112,2240.15%546CommonSOLE
58933Y105MRKMERCK CO INC$111,3020.15%1,240CommonSOLE
45782C417PFEBINNOVATOR ETFS TRUST$110,2180.14%3,077CommonSOLE
02072L607FRDMEA SERIES TRUST$109,3310.14%3,119CommonSOLE
882508104TXNTEXAS INSTRS INC$107,1010.14%596CommonSOLE
78468R101SPTSSPDR SER TR$106,3460.14%3,637CommonSOLE
45782C524IJANINNOVATOR ETFS TRUST$105,6100.14%3,303CommonSOLE
45783Y590INNOVATOR ETFS TRUST$105,4300.14%4,305CommonSOLE
363576109AJGGALLAGHER ARTHUR J CO$105,3040.14%305CommonSOLE
863667101SYKSTRYKER CORPORATION$104,6020.14%281CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$104,1580.14%2,054CommonSOLE
922908769VTIVANGUARD INDEX FDS$103,9430.14%378CommonSOLE
45782C748PJUNINNOVATOR ETFS TRUST$103,7020.14%2,802CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$103,5440.14%1,518CommonSOLE
713448108PEPPEPSICO INC$103,3090.14%689CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$103,1280.14%699CommonSOLE
64110L106NFLXNETFLIX INC$102,5780.13%110CommonSOLE
22052L104CTVACORTEVA INC$99,9390.13%1,588CommonSOLE
46435G516ESGDISHARES TR$98,3160.13%1,204CommonSOLE
579780206MKCMCCORMICK CO INC$97,8670.13%1,189CommonSOLE
12572Q105CMECME GROUP INC$97,3910.13%367CommonSOLE
45783Y111ZAUGINNOVATOR ETFS TRUST$96,7930.13%3,920CommonSOLE
33739Q705KNGFIRST TR EXCHANGE TRADED FD$95,4320.13%1,889CommonSOLE
33740U208FJULFIRST TR EXCHNG TRADED FD VI$95,4110.13%2,003CommonSOLE
30303M102METAMETA PLATFORMS INC$95,1060.12%165CommonSOLE
464287168DVYISHARES TR$95,0770.12%708CommonSOLE
45782C425UFEBINNOVATOR ETFS TRUST$94,7410.12%2,925CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$93,3470.12%385CommonSOLE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$92,6890.12%928CommonSOLE
N07059210ASMLASML HOLDING N V$92,1060.12%139CommonSOLE
33740U570JULMFIRST TR EXCHNG TRADED FD VI$91,6610.12%2,929CommonSOLE
82509L107SHOPSHOPIFY INC$90,4200.12%947CommonSOLE
45782C391BMARINNOVATOR ETFS TRUST$88,8420.12%1,951CommonSOLE
45782C573PNOVINNOVATOR ETFS TRUST$88,6950.12%2,383CommonSOLE
038923108ABRARBOR REALTY TRUST INC$88,4190.12%7,525CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$88,0000.12%201CommonSOLE
03957W106AROCARCHROCK INC$87,6150.12%3,339CommonSOLE
464287432TLTISHARES TR$87,5710.11%962CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$86,4190.11%165CommonSOLE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$85,9250.11%1,889CommonSOLE
548661107LOWLOWES COS INC$85,8290.11%368CommonSOLE
45782C318PMAYINNOVATOR ETFS TRUST$84,8820.11%2,371CommonSOLE
29444U700EQIXEQUINIX INC$84,8050.11%104CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$84,1730.11%822CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$83,8270.11%338CommonSOLE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$83,6000.11%1,885CommonSOLE
45782C474KJANINNOVATOR ETFS TRUST$83,5240.11%2,337CommonSOLE
00888H752MAYWAIM ETF PRODUCTS TRUST$83,3300.11%2,720CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$83,1900.11%1,133CommonSOLE
45782C540PDECINNOVATOR ETFS TRUST$82,9460.11%2,206CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$82,1490.11%62CommonSOLE
075887109BDXBECTON DICKINSON CO$80,6350.11%352CommonSOLE
464288281EMBISHARES TR$80,2620.11%886CommonSOLE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$79,2240.10%1,909CommonSOLE
45783Y616APRJINNOVATOR ETFS TRUST$78,2850.10%3,194CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$78,1960.10%1,730CommonSOLE
060505104BACBANK AMERICA CORP$77,8680.10%1,866CommonSOLE
097023105BABOEING CO$77,7710.10%456CommonSOLE
631103108NDAQNASDAQ INC$77,4590.10%1,021CommonSOLE
45782C813PJULINNOVATOR ETFS TRUST$76,5620.10%1,905CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$76,3150.10%1,568CommonSOLE
00888H869SIXJAIM ETF PRODUCTS TRUST$75,9330.10%2,536CommonSOLE
46654Q815JMSIJ P MORGAN EXCHANGE TRADED F$75,8420.10%1,523CommonSOLE
88160R101TSLATESLA INC$74,6380.10%288CommonSOLE
G8473T100STESTERIS PLC$72,3010.09%319CommonSOLE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$71,6620.09%2,139CommonSOLE
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92189F411BIZDVANECK ETF TRUST$70,5600.09%4,210CommonSOLE
438516106HONHONEYWELL INTL INC$70,3010.09%332CommonSOLE
337738108FISVFISERV INC$70,0030.09%317CommonSOLE
26875P101EOGEOG RES INC$69,7630.09%544CommonSOLE
464287150ITOTISHARES TR$68,9360.09%565CommonSOLE
126650100CVSCVS HEALTH CORP$67,0050.09%989CommonSOLE
46435U218SUSLISHARES TR$66,7000.09%696CommonSOLE
922908363VOOVANGUARD INDEX FDS$66,2940.09%129CommonSOLE
464287457SHYISHARES TR$66,1010.09%799CommonSOLE
464288513HYGISHARES TR$65,7940.09%834CommonSOLE
464287242LQDISHARES TR$65,2140.09%600CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$64,7270.08%1,791CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$64,3590.08%585CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$62,7930.08%1,387CommonSOLE
33740F433GJUNFIRST TR EXCHNG TRADED FD VI$62,5320.08%1,778CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$62,5150.08%683CommonSOLE
33740U695GOCTFIRST TR EXCHNG TRADED FD VI$62,4460.08%1,819CommonSOLE
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426281101JKHYHENRY JACK ASSOC INC$61,1770.08%335CommonSOLE
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33740F482GMARFIRST TR EXCHNG TRADED FD VI$60,4500.08%1,625CommonSOLE
45782C557BDECINNOVATOR ETFS TRUST$60,3140.08%1,441CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$59,8900.08%13CommonSOLE
73278L105POOLPOOL CORP$59,8640.08%188CommonSOLE
654106103NKENIKE INC$59,4170.08%936CommonSOLE
69331C108PCGPG E CORP$59,1840.08%3,445CommonSOLE
233051200DBEFDBX ETF TR$58,9750.08%1,362CommonSOLE
69344A206PHYLPGIM ETF TR$57,1740.08%1,642CommonSOLE
55354G100MSCIMSCI INC$57,1160.07%101CommonSOLE
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11135F101AVGOBROADCOM INC$55,0840.07%329CommonSOLE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$54,8850.07%1,176CommonSOLE
219350105GLWCORNING INC$54,8770.07%1,199CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$54,7460.07%1,446CommonSOLE
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009066101ABNBAIRBNB INC$52,9210.07%443CommonSOLE
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217204106CPRTCOPART INC$44,3100.06%783CommonSOLE
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780259305SHELSHELL PLC$42,5020.06%580CommonSOLE
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22160N109CSGPCOSTAR GROUP INC$36,9210.05%466CommonSOLE
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56585A102MPCMARATHON PETE CORP$35,4030.05%243CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$35,3600.05%1,053CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$35,2900.05%79CommonSOLE
20030N101CMCSACOMCAST CORP NEW$34,7970.05%943CommonSOLE
45782C508PJANINNOVATOR ETFS TRUST$34,7930.05%839CommonSOLE
369604301GEGE AEROSPACE$34,2260.04%171CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$34,2190.04%687CommonSOLE
380237107GDDYGODADDY INC$34,0460.04%189CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$34,0070.04%331CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$33,2090.04%152CommonSOLE
209115104EDCONSOLIDATED EDISON INC$33,1770.04%300CommonSOLE
46654Q781JPEFJ P MORGAN EXCHANGE TRADED F$31,9570.04%502CommonSOLE
922908751VBVANGUARD INDEX FDS$31,2740.04%141CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$31,2710.04%763CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$31,0810.04%212CommonSOLE
45782C730UJUNINNOVATOR ETFS TRUST$30,8830.04%932CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$30,8580.04%253CommonSOLE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$30,1730.04%715CommonSOLE
20825C104COPCONOCOPHILLIPS$30,1410.04%287CommonSOLE
45782C300UJANINNOVATOR ETFS TRUST$29,7500.04%780CommonSOLE
59522J103MAAMID AMER APT CMNTYS INC$29,3270.04%175CommonSOLE
464287655IWMISHARES TR$28,5270.04%143CommonSOLE
45782C599KOCTINNOVATOR ETFS TRUST$28,2430.04%965CommonSOLE
494368103KMBKIMBERLY CLARK CORP$27,8750.04%196CommonSOLE
45783Y301XBAPINNOVATOR ETFS TRUST$27,7880.04%796CommonSOLE
366651107ITGARTNER INC$27,7030.04%66CommonSOLE
45782C276NJULINNOVATOR ETFS TRUST$27,4920.04%458CommonSOLE
464288414MUBISHARES TR$26,6760.04%253CommonSOLE
067901108ABXBARRICK GOLD CORP$26,1470.03%1,345CommonSOLE
921943858VEAVANGUARD TAX MANAGED FDS$26,1150.03%514CommonSOLE
00888H646SIXDAIM ETF PRODUCTS TRUST$25,8580.03%986CommonSOLE
45782C722IJULINNOVATOR ETFS TRUST$25,8290.03%887CommonSOLE
46284V101IRMIRON MTN INC DEL$25,8120.03%300CommonSOLE
45783Y251ZJULINNOVATOR ETFS TRUST$25,7260.03%961CommonSOLE
464288158SUBISHARES TR$25,1270.03%238CommonSOLE
487836108KKELLANOVA$24,7470.03%300CommonSOLE
45782C789BJULINNOVATOR ETFS TRUST$24,3080.03%563CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$24,2410.03%50CommonSOLE
902973304USBUS BANCORP DEL$23,9810.03%568CommonSOLE
756109104OREALTY INCOME CORP$23,8420.03%411CommonSOLE
803054204SAPSAP SE$23,6230.03%88CommonSOLE
871829107SYYSYSCO CORP$23,4120.03%312CommonSOLE
22822V101CCICROWN CASTLE INC$22,4010.03%215CommonSOLE
464288877EFVISHARES TR$22,1610.03%376CommonSOLE
009158106APDAIR PRODS CHEMS INC$21,8240.03%74CommonSOLE
95040Q104WELLWELLTOWER INC$21,7560.03%142CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$21,4960.03%291CommonSOLE
921910733ESGVVANGUARD WORLD FD$21,2550.03%217CommonSOLE
45782C888BAPRINNOVATOR ETFS TRUST$21,1930.03%499CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$20,9240.03%447CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$20,5440.03%100CommonSOLE
88033G407THCTENET HEALTHCARE CORP$20,4440.03%152CommonSOLE
835699307SONYSONY GROUP CORP$20,3370.03%801CommonSOLE
45782C771BOCTINNOVATOR ETFS TRUST$19,6730.03%468CommonSOLE
33740U687GNOVFIRST TR EXCHNG TRADED FD VI$19,6140.03%572CommonSOLE
831865209AOSSMITH A O CORP$19,6080.03%300CommonSOLE
45784N304KSEPINNOVATOR ETFS TRUST$19,4780.03%792CommonSOLE
67576A100OCULOCULAR THERAPEUTIX INC$19,3370.03%2,638CommonSOLE
427866108HSYHERSHEY CO$19,3260.03%113CommonSOLE
45782C581BNOVINNOVATOR ETFS TRUST$19,0950.03%500CommonSOLE
866674104SUISUN CMNTYS INC$18,6860.02%145CommonSOLE
464287507IJHISHARES TR$18,6720.02%320CommonSOLE
45784N866KNOVINNOVATOR ETFS TRUST$18,6270.02%765CommonSOLE
031100100AMEAMETEK INC$18,4270.02%107CommonSOLE
115236101BROBROWN BROWN INC$18,1620.02%146CommonSOLE
45782C805UAPRINNOVATOR ETFS TRUST$17,7070.02%593CommonSOLE
842587107SOSOUTHERN CO$17,6540.02%192CommonSOLE
33740U679GDECFIRST TR EXCHNG TRADED FD VI$17,5810.02%531CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$17,4240.02%353CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$17,1910.02%12CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$17,0150.02%76CommonSOLE
88076W103TDCTERADATA CORP DEL$16,6580.02%741CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$16,4810.02%229CommonSOLE
45783Y855BALTINNOVATOR ETFS TRUST$16,2860.02%519CommonSOLE
29273V100ETENERGY TRANSFER L P$16,2290.02%873CommonSOLE
464288661IEIISHARES TR$16,0660.02%136CommonSOLE
337932107FEFIRSTENERGY CORP$15,9660.02%395CommonSOLE
70806A106PFLTPENNANTPARK FLOATING RATE CA$15,9570.02%1,426CommonSOLE
216648501COOCOOPER COS INC$15,6890.02%186CommonSOLE
422806109HEIHEICO CORP NEW$15,4970.02%58CommonSOLE
45782C292UMAYINNOVATOR ETFS TRUST$15,4670.02%462CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$15,3010.02%210CommonSOLE
46432F842IEFAISHARES TR$14,9030.02%197CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$14,6630.02%85CommonSOLE
11271J107BNBROOKFIELD CORP$14,6220.02%279CommonSOLE
33740F730DMAYFIRST TR EXCHNG TRADED FD VI$14,5720.02%368CommonSOLE
45168D104IDXXIDEXX LABS INC$14,2780.02%34CommonSOLE
N97284108NBISNEBIUS GROUP N V$14,0800.02%667CommonSOLE
46432F339QUALISHARES TR$14,0130.02%82CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$13,9530.02%24CommonSOLE
749607107RLIRLI CORP$13,8720.02%173CommonSOLE
617700109MORNMORNINGSTAR INC$13,7940.02%46CommonSOLE
81141R100SESEA LTD$13,7010.02%105CommonSOLE
33740F136OCTMFIRST TR EXCHNG TRADED FD VI$13,6910.02%451CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$13,5420.02%173CommonSOLE
624758108MWAMUELLER WTR PRODS INC$13,5100.02%531CommonSOLE
45783Y475EALTINNOVATOR ETFS TRUST$13,4970.02%439CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$13,4910.02%129CommonSOLE
000360206AAONAAON INC$13,4380.02%172CommonSOLE
69374H568PSFFPACER FDS TR$13,0760.02%458CommonSOLE
09073M104TECHBIO TECHNE CORP$13,0740.02%223CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$12,8470.02%63CommonSOLE
45783Y756BUFBINNOVATOR ETFS TRUST$12,7250.02%405CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$12,6840.02%551CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$12,6310.02%424CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$12,4430.02%553CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$11,9100.02%109CommonSOLE
40434L105HPQHP INC$11,7680.02%425CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$11,7630.02%201CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$11,7570.02%167CommonSOLE
03076C106AMPAMERIPRISE FINL INC$11,6190.02%24CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$11,5030.02%1,072CommonSOLE
29362U104ENTGENTEGRIS INC$11,4600.02%131CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$11,4600.02%69CommonSOLE
571903202MARMARRIOTT INTL INC NEW$11,4340.02%48CommonSOLE
81768T108SFBSSERVISFIRST BANCSHARES INC$11,3990.01%138CommonSOLE
36828A101GEVGE VERNOVA INC$11,2950.01%37CommonSOLE
55336V100MPLXMPLX LP$11,0250.01%206CommonSOLE
046353108AZNNASTRAZENECA PLC$10,9520.01%149CommonSOLE
74347R842UWMPROSHARES TR$10,9010.01%326CommonSOLE
H1467J104CBCHUBB LIMITED$10,8720.01%36CommonSOLE
45782C326BMAYINNOVATOR ETFS TRUST$10,7900.01%272CommonSOLE
63947X101NCNONCINO INC$10,7410.01%391CommonSOLE
38526M106LOPEGRAND CANYON ED INC$10,7270.01%62CommonSOLE
45782C714EJULINNOVATOR ETFS TRUST$10,7120.01%424CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$10,5770.01%30CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$10,5190.01%22CommonSOLE
00888H786FEBWAIM ETF PRODUCTS TRUST$10,4830.01%345CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$10,4450.01%31CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$10,4200.01%35CommonSOLE
459506101IFFINTERNATIONAL FLAVORS FRAGRA$10,4000.01%134CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$10,2820.01%270CommonSOLE
45782C516EJANINNOVATOR ETFS TRUST$10,0390.01%332CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$9,9870.01%99CommonSOLE
94106L109WMWASTE MGMT INC DEL$9,9550.01%43CommonSOLE
406216101HALHALLIBURTON CO$9,8940.01%390CommonSOLE
464287309IVWISHARES TR$9,4690.01%102CommonSOLE
370334104GISGENERAL MLS INC$9,4470.01%158CommonSOLE
143658300CCL1EURCARNIVAL CORP$9,4330.01%483CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$9,2370.01%39CommonSOLE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$9,2300.01%556CommonSOLE
03662Q105AKXANSYS INC$9,1800.01%29CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$9,1750.01%70CommonSOLE
45782C631IOCTINNOVATOR ETFS TRUST$9,0110.01%294CommonSOLE
33736G106FANFIRST TR EXCHANGE TRADED FD$9,0060.01%600CommonSOLE
46140H502DBPINVESCO DB MULTI SECTOR COMM$8,8600.01%124CommonSOLE
28852N109EFCELLINGTON FINANCIAL INC$8,8580.01%668CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$8,8550.01%436CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$8,7300.01%45CommonSOLE
00123Q104AGNCAGNC INVT CORP$8,6600.01%904CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$8,5590.01%300CommonSOLE
775711104ROLROLLINS INC$8,5370.01%158CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$8,4660.01%41CommonSOLE
302635206FSKFS KKR CAP CORP$8,4430.01%403CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$8,4370.01%100CommonSOLE
74624M102PPURE STORAGE INC$8,2780.01%187CommonSOLE
303075105FDSFACTSET RESH SYS INC$8,1880.01%18CommonSOLE
053611109AVYAVERY DENNISON CORP$8,1870.01%46CommonSOLE
464288679SHVISHARES TR$7,9530.01%72CommonSOLE
78163D100RWAYRUNWAY GROWTH FINANCE CORP$7,7730.01%751CommonSOLE
237266101DARDARLING INGREDIENTS INC$7,7480.01%248CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$7,7230.01%105CommonSOLE
46432F396MTUMISHARES TR$7,6810.01%38CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$7,6470.01%224CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$7,6260.01%118CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$7,6110.01%12CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$7,4000.01%370CommonSOLE
00888H703JANTAIM ETF PRODUCTS TRUST$7,3460.01%209CommonSOLE
46137V506PFMINVESCO EXCHANGE TRADED FD T$7,3250.01%160CommonSOLE
03674X106ARANTERO RESOURCES CORP$7,3200.01%181CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$7,2590.01%126CommonSOLE
922908512VOEVANGUARD INDEX FDS$7,2530.01%45CommonSOLE
03945R102ACHRARCHER AVIATION INC$7,1100.01%1,000CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$7,1020.01%13CommonSOLE
69374H881COWZPACER FDS TR$7,0640.01%129CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$7,0600.01%42CommonSOLE
922908538VOTVANGUARD INDEX FDS$6,8500.01%28CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$6,7740.01%439CommonSOLE
92840M102VSTVISTRA CORP$6,6940.01%57CommonSOLE
45783Y103XDSQINNOVATOR ETFS TRUST$6,5350.01%188CommonSOLE
38147U107GSBDGOLDMAN SACHS BDC INC$6,4550.01%555CommonSOLE
422806208HEI/AHEICO CORP NEW$6,3290.01%30CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$6,3000.01%100CommonSOLE
40131M109GHGUARDANT HEALTH INC$6,2620.01%147CommonSOLE
M5425M103INMDINMODE LTD$6,2270.01%351CommonSOLE
441593100HLIHOULIHAN LOKEY INC$6,1500.01%38CommonSOLE
92556V106VTRSVIATRIS INC$6,1060.01%701CommonSOLE
37960A529SHLDGLOBAL X FDS$6,0050.01%129CommonSOLE
89677Y100TPVGTRIPLEPOINT VENTURE GROWTH B$5,9120.01%847CommonSOLE
74340W103PLDPROLOGIS INC$5,8130.01%52CommonSOLE
260557103DOWDOW INC$5,7970.01%166CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$5,7890.01%19CommonSOLE
345370860FFORD MTR CO$5,7670.01%575CommonSOLE
778296103ROSTROSS STORES INC$5,7590.01%45CommonSOLE
464288802SUSAISHARES TR$5,7440.01%50CommonSOLE
37045V100GMGENERAL MTRS CO$5,7380.01%122CommonSOLE
86765K109SUNSUNOCO LP SUNOCO FIN CORP$5,6900.01%98CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$5,6520.01%47CommonSOLE
929740108WABWABTEC$5,6260.01%31CommonSOLE
75574U101RCREADY CAPITAL CORP$5,5990.01%1,100CommonSOLE
055622104BPBP PLC$5,5750.01%165CommonSOLE
50212V100LPLALPL FINL HLDGS INC$5,5640.01%17CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$5,4750.01%11CommonSOLE
784117103SEICSEI INVTS CO$5,4340.01%70CommonSOLE
00888H778MARWAIM ETF PRODUCTS TRUST$5,3610.01%173CommonSOLE
46429B598INDAISHARES TR$5,3020.01%103CommonSOLE
L44385109GLOBGLOBANT S A$5,2970.01%45CommonSOLE
988498101YUMYUM BRANDS INC$5,1930.01%33CommonSOLE
718546104PSXPHILLIPS 66$5,1860.01%42CommonSOLE
98139A105WKWORKIVA INC$5,1620.01%68CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$5,1570.01%39CommonSOLE
66987V109NVSNOVARTIS AG$5,1280.01%46CommonSOLE
45783Y608XDQQINNOVATOR ETFS TRUST$5,1260.01%161CommonSOLE
294429105EFXEQUIFAX INC$5,1200.01%21CommonSOLE
25459W565TYDDIREXION SHS ETF TR$5,0740.01%200CommonSOLE
65339F101NEENEXTERA ENERGY INC$4,9620.01%70CommonSOLE

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.