MondegarAI
Financial Network Wealth Advisors LLC

Q2 2025 · 13F-HR

Financial Network Wealth Advisors LLCholdings as filed

Filed 2025-08-14 · accession 0002012031-25-000003

$82.2M
Reported value
821
Positions
2025-06-30
Period end
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The Brief · Financial Network Wealth Advisors LLC · Q2 2025

AI · grounded in 13F

Financial Network Wealth Advisors LLC established a new position in BUFR valued at $9.98M. The fund also initiated new stakes in BIL for $3.4M and SPYG for $2.66M. Additional new positions included BUFF, AAPL, and MSFT.

Holdings as filed

First 500 of 821

CUSIPTickerIssuerValue% port.SharesClassVoting
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$10.0M12.1%313,886CommonSOLE
78468R663BILSPDR SER TR$3.4M4.13%37,037CommonSOLE
78464A409SPYGSPDR SER TR$2.7M3.24%27,955CommonSOLE
45783Y814BUFFINNOVATOR ETFS TRUST$2.2M2.67%46,767CommonSOLE
037833100AAPLAPPLE INC$2.0M2.42%9,718CommonSOLE
594918104MSFTMICROSOFT CORP$1.9M2.29%3,791CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$1.6M1.94%39,409CommonSOLE
78464A508SPYVSPDR SER TR$1.4M1.75%27,440CommonSOLE
92189H409HYDVANECK ETF TRUST$1.4M1.72%28,162CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$1.3M1.58%30,391CommonSOLE
464287200IVVISHARES TR$1.1M1.40%1,852CommonSOLE
580135101MCDMCDONALDS CORP$1.1M1.31%3,675CommonSOLE
33740U760BUFTFIRST TR EXCHNG TRADED FD VI$1.1M1.29%45,054CommonSOLE
98149E303GLDMWORLD GOLD TR$850,1881.03%12,976CommonSOLE
78464A201SLYGSPDR SER TR$844,8341.03%9,519CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$820,9511.00%1,690CommonSOLE
00287Y109ABBVABBVIE INC$752,3400.91%4,053CommonSOLE
464287440IEFISHARES TR$725,5540.88%7,576CommonSOLE
46429B747STIPISHARES TR$674,7810.82%6,557CommonSOLE
69374H576PSFDPACER FDS TR$647,9250.79%18,691CommonSOLE
30231G102XOMEXXON MOBIL CORP$642,6430.78%5,961CommonSOLE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$610,5170.74%15,593CommonSOLE
002824100ABTABBOTT LABS$604,0300.73%4,441CommonSOLE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$578,9410.70%22,668CommonSOLE
46429B267GOVTISHARES TR$562,0910.68%24,460CommonSOLE
02079K305GOOGLALPHABET INC$549,8380.67%3,120CommonSOLE
921909768VXUSVANGUARD STAR FDS$545,1890.66%7,891CommonSOLE
78468R853SPSMSPDR SER TR$536,2490.65%12,588CommonSOLE
67066G104NVDANVIDIA CORPORATION$533,3660.65%3,376CommonSOLE
023135106AMZNAMAZON COM INC$513,8110.62%2,342CommonSOLE
09789C788XHLFBONDBLOXX ETF TRUST$502,4940.61%9,982CommonSOLE
092528801IVVBBLACKROCK ETF TRUST II$496,8420.60%16,022CommonSOLE
46434V407SHYGISHARES TR$477,2150.58%11,062CommonSOLE
78464A821MDYGSPDR SER TR$465,3020.57%5,356CommonSOLE
78464A839MDYVSPDR SER TR$456,0530.55%5,742CommonSOLE
78468R622JNKSPDR SER TR$449,4850.55%4,621CommonSOLE
78464A383SPMBSPDR SER TR$441,4250.54%19,974CommonSOLE
69374H469PSFJPACER FDS TR$438,9790.53%14,145CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$424,8820.52%5,124CommonSOLE
833034101SNASNAP ON INC$421,3660.51%1,354CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$395,6390.48%2,968CommonSOLE
191216100KOCOCA COLA CO$391,9550.48%5,540CommonSOLE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$372,2580.45%8,330CommonSOLE
45782C367IAPRINNOVATOR ETFS TRUST$360,2660.44%12,321CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$360,2070.44%641CommonSOLE
68389X105ORCLORACLE CORP$345,6540.42%1,581CommonSOLE
00888H877SIXOAIM ETF PRODUCTS TRUST$342,1590.42%10,334CommonSOLE
92826C839VVISA INC$328,7760.40%926CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$323,3290.39%1,097CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$322,8050.39%5,376CommonSOLE
45782C342KAPRINNOVATOR ETFS TRUST$320,6170.39%9,900CommonSOLE
45782C664BSEPINNOVATOR ETFS TRUST$312,2670.38%6,914CommonSOLE
26923G707NFLTETFIS SER TR I$309,5290.38%13,558CommonSOLE
78464A474SPSBSPDR SER TR$308,1190.37%10,206CommonSOLE
949746101WMT2WELLS FARGO CO NEW$306,6990.37%3,828CommonSOLE
88579Y101MMM3M CO$301,4350.37%1,980CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$293,7090.36%6,788CommonSOLE
931142103WMTWALMART INC$292,4750.36%2,991CommonSOLE
032095101APHAMPHENOL CORP NEW$290,1360.35%2,938CommonSOLE
75513E101RTXRTX CORPORATION$285,0310.35%1,952CommonSOLE
78464A300SLYVSPDR SER TR$282,9090.34%3,547CommonSOLE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$279,9870.34%7,181CommonSOLE
45782C870PAPRINNOVATOR ETFS TRUST$278,9290.34%7,480CommonSOLE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$275,3320.33%5,900CommonSOLE
464287176TIPISHARES TR$263,4360.32%2,394CommonSOLE
464287457SHYISHARES TR$259,6000.32%3,133CommonSOLE
166764100CVXCHEVRON CORP NEW$258,8880.31%1,808CommonSOLE
437076102HDHOME DEPOT INC$254,8430.31%695CommonSOLE
45782C797POCTINNOVATOR ETFS TRUST$249,8650.30%6,050CommonSOLE
254687106DISDISNEY WALT CO$249,5080.30%2,012CommonSOLE
74316P645CSMDPROFESIONALLY MANAGED PORTFO$238,9950.29%7,665CommonSOLE
69374H451PSFOPACER FDS TR$227,9470.28%7,562CommonSOLE
78464A664SPTLSPDR SER TR$225,2920.27%8,476CommonSOLE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$223,4800.27%5,297CommonSOLE
45782C813PJULINNOVATOR ETFS TRUST$219,9520.27%5,016CommonSOLE
45782C680PAUGINNOVATOR ETFS TRUST$219,7790.27%5,432CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$217,2930.26%727CommonSOLE
45783Y855BALTINNOVATOR ETFS TRUST$216,9890.26%6,764CommonSOLE
45782C359EAPRINNOVATOR ETFS TRUST$203,8550.25%7,286CommonSOLE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$196,4730.24%3,140CommonSOLE
670100205NVONOVO NORDISK A S$196,4310.24%2,846CommonSOLE
30303M102METAMETA PLATFORMS INC$196,3800.24%266CommonSOLE
904767704UNILEVER PLC$192,3800.23%3,145CommonSOLE
45782C383PMARINNOVATOR ETFS TRUST$190,7950.23%4,518CommonSOLE
78463V107GLDSPDR GOLD TR$188,6900.23%619CommonSOLE
46435U853USHYISHARES TR$187,8060.23%5,007CommonSOLE
02079K107GOOGALPHABET INC$187,7590.23%1,058CommonSOLE
45783Y475EALTINNOVATOR ETFS TRUST$183,8820.22%5,644CommonSOLE
33740U661GJULFIRST TR EXCHNG TRADED FD VI$181,3790.22%4,688CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$180,3340.22%182CommonSOLE
33740F748FMAYFIRST TR EXCHNG TRADED FD VI$178,2070.22%3,562CommonSOLE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$177,9260.22%2,880CommonSOLE
478160104JNJJOHNSON JOHNSON$177,0370.22%1,159CommonSOLE
33740F458GAPRFIRST TR EXCHNG TRADED FD VI$173,6180.21%4,532CommonSOLE
69374H477PSFMPACER FDS TR$172,1130.21%5,699CommonSOLE
46625H100JPMJPMORGAN CHASE CO$171,3370.21%591CommonSOLE
46429B598INDAISHARES TR$169,3230.21%3,041CommonSOLE
00206R102TAT T INC$168,9520.21%5,838CommonSOLE
45782C821UOCTINNOVATOR ETFS TRUST$168,9370.21%4,593CommonSOLE
311900104FASTFASTENAL CO$168,8540.21%4,020CommonSOLE
G5960L103MDTMEDTRONIC PLC$168,3250.20%1,931CommonSOLE
45782C474KJANINNOVATOR ETFS TRUST$167,7600.20%4,476CommonSOLE
461202103INTUINTUIT$164,6190.20%209CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$164,4790.20%479CommonSOLE
147528103CASYCASEYS GEN STORES INC$163,2910.20%320CommonSOLE
922908744VTVVANGUARD INDEX FDS$158,5080.19%897CommonSOLE
64110L106NFLXNETFLIX INC$158,0170.19%118CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$157,9370.19%1,136CommonSOLE
532457108LLYELI LILLY CO$155,9060.19%200CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$155,6970.19%384CommonSOLE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$154,3800.19%4,173CommonSOLE
747525103QCOMQUALCOMM INC$154,1810.19%968CommonSOLE
464287671IUSGISHARES TR$152,5060.19%1,014CommonSOLE
717081103PFEPFIZER INC$151,2820.18%6,241CommonSOLE
872540109TJXTJX COS INC NEW$150,5340.18%1,219CommonSOLE
760759100RSGREPUBLIC SVCS INC$149,6980.18%607CommonSOLE
742718109PGPROCTER AND GAMBLE CO$141,0120.17%885CommonSOLE
98978V103ZTSZOETIS INC$140,8340.17%903CommonSOLE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$138,5740.17%2,644CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$138,1670.17%2,818CommonSOLE
855244109SBUXSTARBUCKS CORP$138,1330.17%1,508CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$135,7100.17%440CommonSOLE
45782C508PJANINNOVATOR ETFS TRUST$133,6040.16%3,033CommonSOLE
78462F103SPYSPDR S P 500 ETF TR$133,4560.16%216CommonSOLE
882508104TXNTEXAS INSTRS INC$133,3070.16%642CommonSOLE
33738D309FTSLFIRST TR EXCHANGE TRADED FD$129,7770.16%2,828CommonSOLE
45782C656PSEPINNOVATOR ETFS TRUST$129,7440.16%3,173CommonSOLE
45782C375UMARINNOVATOR ETFS TRUST$128,4380.16%3,415CommonSOLE
172908105CTASCINTAS CORP$126,8220.15%569CommonSOLE
942622200WSOWATSCO INC$126,7600.15%287CommonSOLE
78409V104SPGIS P GLOBAL INC$126,5580.15%240CommonSOLE
45782C433BFEBINNOVATOR ETFS TRUST$125,5560.15%2,812CommonSOLE
92939U106WECWEC ENERGY GROUP INC$123,8120.15%1,188CommonSOLE
049560105ATOATMOS ENERGY CORP$122,8610.15%797CommonSOLE
22052L104CTVACORTEVA INC$122,0200.15%1,637CommonSOLE
45782C748PJUNINNOVATOR ETFS TRUST$121,4670.15%3,055CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$120,4970.15%2,283CommonSOLE
609207105MDLZMONDELEZ INTL INC$120,4610.15%1,786CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$118,9580.14%1,616CommonSOLE
45782C417PFEBINNOVATOR ETFS TRUST$116,9570.14%3,077CommonSOLE
718172109PMPHILIP MORRIS INTL INC$116,5630.14%640CommonSOLE
369550108GDGENERAL DYNAMICS CORP$116,3720.14%399CommonSOLE
863667101SYKSTRYKER CORPORATION$115,1340.14%291CommonSOLE
872590104TMUST MOBILE US INC$114,8950.14%482CommonSOLE
17275R102CSCOCISCO SYS INC$113,0850.14%1,630CommonSOLE
45782C524IJANINNOVATOR ETFS TRUST$112,9820.14%3,303CommonSOLE
82509L107SHOPSHOPIFY INC$112,3510.14%974CommonSOLE
00724F101ADBEADOBE INC$111,0350.14%287CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$110,0310.13%2,377CommonSOLE
N07059210ASMLASML HOLDING N V$109,7900.13%137CommonSOLE
78468R101SPTSSPDR SER TR$108,6070.13%3,708CommonSOLE
46435G516ESGDISHARES TR$107,3790.13%1,204CommonSOLE
33740U208FJULFIRST TR EXCHNG TRADED FD VI$103,6340.13%2,003CommonSOLE
88160R101TSLATESLA INC$103,2400.13%325CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$102,1290.12%734CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$101,6520.12%2,003CommonSOLE
363576109AJGGALLAGHER ARTHUR J CO$101,1680.12%316CommonSOLE
45783Y111ZAUGINNOVATOR ETFS TRUST$100,9870.12%3,920CommonSOLE
45782C425UFEBINNOVATOR ETFS TRUST$100,3590.12%2,925CommonSOLE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$99,9460.12%928CommonSOLE
58933Y105MRKMERCK CO INC$99,9140.12%1,262CommonSOLE
579780206MKCMCCORMICK CO INC$97,2880.12%1,283CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$95,7700.12%394CommonSOLE
45782C391BMARINNOVATOR ETFS TRUST$95,6780.12%1,951CommonSOLE
33740U570JULMFIRST TR EXCHNG TRADED FD VI$95,3240.12%2,929CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$95,1340.12%473CommonSOLE
11135F101AVGOBROADCOM INC$94,2720.11%342CommonSOLE
45782C573PNOVINNOVATOR ETFS TRUST$94,1760.11%2,383CommonSOLE
464287168DVYISHARES TR$94,0290.11%708CommonSOLE
631103108NDAQNASDAQ INC$93,1900.11%1,042CommonSOLE
33739Q705KNGFIRST TR EXCHANGE TRADED FD$92,7500.11%1,889CommonSOLE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$92,6180.11%1,889CommonSOLE
097023105BABOEING CO$90,3070.11%431CommonSOLE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$89,6320.11%1,885CommonSOLE
45782C318PMAYINNOVATOR ETFS TRUST$89,5960.11%2,371CommonSOLE
713448108PEPPEPSICO INC$89,2590.11%676CommonSOLE
46428Q109SLVISHARES SILVER TR$88,2920.11%2,691CommonSOLE
45782C540PDECINNOVATOR ETFS TRUST$88,2620.11%2,206CommonSOLE
00888H752MAYWAIM ETF PRODUCTS TRUST$87,4870.11%2,720CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$87,4610.11%208CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$86,3050.10%349CommonSOLE
02072L607FRDMEA SERIES TRUST$85,6110.10%2,119CommonSOLE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$85,4660.10%1,909CommonSOLE
81762P102NOWSERVICENOW INC$85,3310.10%83CommonSOLE
060505104BACBANK AMERICA CORP$84,9870.10%1,796CommonSOLE
548661107LOWLOWES COS INC$84,5320.10%381CommonSOLE
29444U700EQIXEQUINIX INC$84,3370.10%106CommonSOLE
03957W106AROCARCHROCK INC$82,9070.10%3,339CommonSOLE
00888H869SIXJAIM ETF PRODUCTS TRUST$81,1770.10%2,536CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$81,0490.10%14CommonSOLE
038923108ABRARBOR REALTY TRUST INC$80,5180.10%7,525CommonSOLE
45783Y616APRJINNOVATOR ETFS TRUST$78,6520.10%3,194CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$77,9370.09%1,730CommonSOLE
438516106HONHONEYWELL INTL INC$77,3160.09%332CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$76,4130.09%1,585CommonSOLE
464287150ITOTISHARES TR$76,2980.09%565CommonSOLE
46654Q815JMSIJ P MORGAN EXCHANGE TRADED F$75,9750.09%1,537CommonSOLE
G8473T100STESTERIS PLC$75,9100.09%316CommonSOLE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$75,4730.09%2,139CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$74,1690.09%773CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$74,1580.09%544CommonSOLE
78463X871GWXSPDR INDEX SHS FDS$73,6540.09%1,981CommonSOLE
922908363VOOVANGUARD INDEX FDS$73,2760.09%129CommonSOLE
45782C300UJANINNOVATOR ETFS TRUST$72,8550.09%1,801CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$71,6760.09%1,791CommonSOLE
92189F411BIZDVANECK ETF TRUST$70,9480.09%4,358CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$70,3540.09%1,421CommonSOLE
219350105GLWCORNING INC$69,1190.08%1,314CommonSOLE
038222105AMATAPPLIED MATLS INC$69,0170.08%377CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$68,6510.08%1,388CommonSOLE
075887109BDXBECTON DICKINSON CO$68,0500.08%395CommonSOLE
58733R102MELIMERCADOLIBRE INC$67,9540.08%26CommonSOLE
26875P101EOGEOG RES INC$67,2360.08%562CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$67,0980.08%683CommonSOLE
33740F433GJUNFIRST TR EXCHNG TRADED FD VI$66,8530.08%1,778CommonSOLE
33740U695GOCTFIRST TR EXCHNG TRADED FD VI$66,4980.08%1,819CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$65,4960.08%62CommonSOLE
45782C557BDECINNOVATOR ETFS TRUST$65,0760.08%1,441CommonSOLE
00888H661SIXPAIM ETF PRODUCTS TRUST$65,0410.08%2,223CommonSOLE
337738108FISVFISERV INC$64,6540.08%375CommonSOLE
126650100CVSCVS HEALTH CORP$64,2890.08%932CommonSOLE
426281101JKHYHENRY JACK ASSOC INC$62,8900.08%349CommonSOLE
12572Q105CMECME GROUP INC$62,8060.08%228CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$62,6840.08%1,446CommonSOLE
464287721IYWISHARES TR$62,5500.08%361CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$61,2720.07%1,209CommonSOLE
464287242LQDISHARES TR$61,1620.07%558CommonSOLE
45168D104IDXXIDEXX LABS INC$61,1430.07%114CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$60,4830.07%743CommonSOLE
45782C805UAPRINNOVATOR ETFS TRUST$59,9080.07%1,914CommonSOLE
45783Y103XDSQINNOVATOR ETFS TRUST$59,2100.07%1,584CommonSOLE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$58,9290.07%1,176CommonSOLE
55354G100MSCIMSCI INC$58,8330.07%102CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$58,7470.07%414CommonSOLE
172967424CCITIGROUP INC$58,7330.07%690CommonSOLE
009066101ABNBAIRBNB INC$58,6270.07%443CommonSOLE
69344A206PHYLPGIM ETF TR$58,2750.07%1,642CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$57,9680.07%2,433CommonSOLE
46138M109FXBINVESCO CURRENCYSHARES BRIT$57,8860.07%438CommonSOLE
46434V381XTISHARES TR$57,5510.07%882CommonSOLE
233051200DBEFDBX ETF TR$57,5310.07%1,315CommonSOLE
73278L105POOLPOOL CORP$56,8660.07%195CommonSOLE
969457100WMBWILLIAMS COS INC$56,0270.07%892CommonSOLE
98138H101WDAYWORKDAY INC$55,4400.07%231CommonSOLE
88033G407THCTENET HEALTHCARE CORP$55,2640.07%314CommonSOLE
025816109AXPAMERICAN EXPRESS CO$55,1320.07%173CommonSOLE
33740U406DDECFIRST TR EXCHNG TRADED FD VI$54,7910.07%1,312CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$54,5920.07%247CommonSOLE
922908629VOVANGUARD INDEX FDS$54,4880.07%195CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$54,2770.07%1,702CommonSOLE
33740F516GJANFIRST TR EXCHNG TRADED FD VI$53,8780.07%1,348CommonSOLE
45782C698BAUGINNOVATOR ETFS TRUST$53,7980.07%1,169CommonSOLE
78468R523BILSSPDR SER TR$53,0960.06%534CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$52,8950.06%618CommonSOLE
33740U687GNOVFIRST TR EXCHNG TRADED FD VI$52,4890.06%1,439CommonSOLE
G87110105FTITECHNIPFMC PLC$52,1420.06%1,514CommonSOLE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$52,0060.06%969CommonSOLE
29250N105ENBENBRIDGE INC$50,3960.06%1,112CommonSOLE
29414B104EPAMEPAM SYS INC$50,2170.06%284CommonSOLE
617446448MSMORGAN STANLEY$50,1460.06%356CommonSOLE
052769106ADSKAUTODESK INC$49,8410.06%161CommonSOLE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$49,7370.06%1,036CommonSOLE
45783Y301XBAPINNOVATOR ETFS TRUST$49,6360.06%1,351CommonSOLE
G0403H108AONAON PLC$49,5900.06%139CommonSOLE
907818108UNPUNION PAC CORP$49,2370.06%214CommonSOLE
00888H208APRWAIM ETF PRODUCTS TRUST$48,5430.06%1,455CommonSOLE
69331C108PCGPG E CORP$48,0290.06%3,445CommonSOLE
149123101CATCATERPILLAR INC$46,9730.06%121CommonSOLE
125523100CITHE CIGNA GROUP$46,9420.06%142CommonSOLE
45783Y608XDQQINNOVATOR ETFS TRUST$46,8840.06%1,343CommonSOLE
45782C839UJULINNOVATOR ETFS TRUST$46,8700.06%1,274CommonSOLE
79466L302CRMSALESFORCE INC$44,9940.05%165CommonSOLE
464287804IJRISHARES TR$44,8090.05%410CommonSOLE
00130H105AESAES CORP$44,6050.05%4,240CommonSOLE
369604301GEGE AEROSPACE$44,0140.05%171CommonSOLE
45782C649USEPINNOVATOR ETFS TRUST$43,6000.05%1,183CommonSOLE
22160N109CSGPCOSTAR GROUP INC$42,1300.05%524CommonSOLE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$41,7930.05%1,073CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$40,9940.05%414CommonSOLE
56035L104MAINMAIN STR CAP CORP$40,8380.05%691CommonSOLE
780259305SHELSHELL PLC$40,8380.05%580CommonSOLE
053332102AZOAUTOZONE INC$40,8350.05%11CommonSOLE
46090E103QQQINVESCO QQQ TR$40,8210.05%74CommonSOLE
25243Q205DEODIAGEO PLC$40,6390.05%403CommonSOLE
217204106CPRTCOPART INC$40,4340.05%824CommonSOLE
56585A102MPCMARATHON PETE CORP$40,3650.05%243CommonSOLE
375558103GILDGILEAD SCIENCES INC$40,3570.05%364CommonSOLE
59156R108METMETLIFE INC$40,1300.05%499CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$38,9960.05%125CommonSOLE
15135B101CNCCENTENE CORP DEL$38,5390.05%710CommonSOLE
45783Y541TJULINNOVATOR ETFS TRUST$38,1860.05%1,331CommonSOLE
464288877EFVISHARES TR$37,5170.05%591CommonSOLE
83444M101SOLVSOLVENTUM CORP$37,4650.05%494CommonSOLE
45784N106ZSEPINNOVATOR ETFS TRUST$37,3780.05%1,444CommonSOLE
N97284108NBISNEBIUS GROUP N V$36,9050.04%667CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$36,7180.04%212CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$36,5880.04%79CommonSOLE
69374H857CALFPACER FDS TR$36,5100.04%917CommonSOLE
380237107GDDYGODADDY INC$36,3720.04%202CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$36,0360.04%303CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$35,9780.04%687CommonSOLE
46654Q781JPEFJ P MORGAN EXCHANGE TRADED F$35,2100.04%502CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$35,1730.04%152CommonSOLE
69374H568PSFFPACER FDS TR$33,9850.04%1,115CommonSOLE
922908769VTIVANGUARD INDEX FDS$33,7950.04%111CommonSOLE
20030N101CMCSACOMCAST CORP NEW$33,6560.04%943CommonSOLE
922908751VBVANGUARD INDEX FDS$33,4220.04%141CommonSOLE
45782C730UJUNINNOVATOR ETFS TRUST$33,1970.04%932CommonSOLE
46435U218SUSLISHARES TR$32,7400.04%302CommonSOLE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$32,0610.04%715CommonSOLE
682680103OKEONEOK INC NEW$31,4280.04%385CommonSOLE
45782C722IJULINNOVATOR ETFS TRUST$31,3650.04%982CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$31,3140.04%100CommonSOLE
45782C276NJULINNOVATOR ETFS TRUST$31,1710.04%458CommonSOLE
009158106APDAIR PRODS CHEMS INC$31,0270.04%110CommonSOLE
464287655IWMISHARES TR$30,8580.04%143CommonSOLE
46284V101IRMIRON MTN INC DEL$30,7710.04%300CommonSOLE
126408103CSXCSX CORP$30,6720.04%940CommonSOLE
209115104EDCONSOLIDATED EDISON INC$30,1050.04%300CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$30,0750.04%777CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$29,8540.04%253CommonSOLE
921943858VEAVANGUARD TAX MANAGED FDS$29,5210.04%518CommonSOLE
45782C599KOCTINNOVATOR ETFS TRUST$29,4330.04%965CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$28,7420.03%886CommonSOLE
20825C104COPCONOCOPHILLIPS$28,5370.03%318CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$27,3610.03%447CommonSOLE
45783Y251ZJULINNOVATOR ETFS TRUST$27,0810.03%961CommonSOLE
00888H646SIXDAIM ETF PRODUCTS TRUST$27,0520.03%986CommonSOLE
366651107ITGARTNER INC$26,6790.03%66CommonSOLE
45782C789BJULINNOVATOR ETFS TRUST$26,5340.03%563CommonSOLE
803054204SAPSAP SE$26,4570.03%87CommonSOLE
464288414MUBISHARES TR$26,4330.03%253CommonSOLE
59522J103MAAMID AMER APT CMNTYS INC$25,9020.03%175CommonSOLE
902973304USBUS BANCORP DEL$25,7020.03%568CommonSOLE
464288158SUBISHARES TR$25,4500.03%239CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$25,3760.03%57CommonSOLE
494368103KMBKIMBERLY CLARK CORP$25,2680.03%196CommonSOLE
67576A100OCULOCULAR THERAPEUTIX INC$24,4810.03%2,638CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$24,4420.03%242CommonSOLE
487836108KKELLANOVA$23,8590.03%300CommonSOLE
921910733ESGVVANGUARD WORLD FD$23,7920.03%217CommonSOLE
756109104OREALTY INCOME CORP$23,6780.03%411CommonSOLE
871829107SYYSYSCO CORP$23,6310.03%312CommonSOLE
45783Y848XBOCINNOVATOR ETFS TRUST$23,6010.03%741CommonSOLE
45783Y889XBJLINNOVATOR ETFS TRUST$23,3510.03%649CommonSOLE
33738D788FTCBFIRST TR EXCHANGE TRADED FD$23,2920.03%1,106CommonSOLE
45783Y780XBJAINNOVATOR ETFS TRUST$23,2680.03%772CommonSOLE
45782C888BAPRINNOVATOR ETFS TRUST$22,5490.03%499CommonSOLE
22822V101CCICROWN CASTLE INC$22,0990.03%215CommonSOLE
95040Q104WELLWELLTOWER INC$21,8300.03%142CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$21,5240.03%229CommonSOLE
33733E849BGLDFIRST TR EXCHANGE TRADED FD$21,4690.03%1,000CommonSOLE
45782C771BOCTINNOVATOR ETFS TRUST$21,2710.03%468CommonSOLE
835699307SONYSONY GROUP CORP$20,8500.03%801CommonSOLE
45782C581BNOVINNOVATOR ETFS TRUST$20,6270.03%500CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$20,3330.02%484CommonSOLE
45784N304KSEPINNOVATOR ETFS TRUST$20,2530.02%792CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$19,7940.02%186CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$19,7850.02%291CommonSOLE
831865209AOSSMITH A O CORP$19,6710.02%300CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$19,5930.02%210CommonSOLE
36828A101GEVGE VERNOVA INC$19,5790.02%37CommonSOLE
45784N866KNOVINNOVATOR ETFS TRUST$19,4880.02%765CommonSOLE
422806109HEIHEICO CORP NEW$19,0240.02%58CommonSOLE
33740U679GDECFIRST TR EXCHNG TRADED FD VI$18,6680.02%531CommonSOLE
866674104SUISUN CMNTYS INC$18,1340.02%143CommonSOLE
031100100AMEAMETEK INC$18,1120.02%100CommonSOLE
231561101CWCURTISS WRIGHT CORP$18,0760.02%37CommonSOLE
842587107SOSOUTHERN CO$17,6310.02%192CommonSOLE
11271J107BNBROOKFIELD CORP$17,2560.02%279CommonSOLE
85210B201SGDJSPROTT ETF TRUST$17,1530.02%345CommonSOLE
81141R100SESEA LTD$16,7940.02%105CommonSOLE
88076W103TDCTERADATA CORP DEL$16,5320.02%741CommonSOLE
46432F842IEFAISHARES TR$16,4460.02%197CommonSOLE
464287507IJHISHARES TR$16,4350.02%265CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$16,2230.02%180CommonSOLE
464288661IEIISHARES TR$16,1960.02%136CommonSOLE
45782C292UMAYINNOVATOR ETFS TRUST$16,0590.02%462CommonSOLE
759530108RELXRELX PLC$16,0300.02%295CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$16,0110.02%68CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$15,9110.02%254CommonSOLE
337932107FEFIRSTENERGY CORP$15,9030.02%395CommonSOLE
29273V100ETENERGY TRANSFER L P$15,8770.02%876CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$15,8760.02%174CommonSOLE
33740F730DMAYFIRST TR EXCHNG TRADED FD VI$15,7540.02%368CommonSOLE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$15,7220.02%797CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$15,5950.02%85CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$15,2790.02%30CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$15,0990.02%145CommonSOLE
115236101BROBROWN BROWN INC$14,8590.02%134CommonSOLE
70806A106PFLTPENNANTPARK FLOATING RATE CA$14,7310.02%1,426CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$14,5910.02%193CommonSOLE
617700109MORNMORNINGSTAR INC$14,4410.02%46CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$14,2280.02%24CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$14,2040.02%424CommonSOLE
33740F136OCTMFIRST TR EXCHNG TRADED FD VI$14,1730.02%451CommonSOLE
464288281EMBISHARES TR$13,8600.02%150CommonSOLE
45783Y756BUFBINNOVATOR ETFS TRUST$13,7210.02%405CommonSOLE
143658300CCL1EURCARNIVAL CORP$13,5820.02%483CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$13,5600.02%31CommonSOLE
216648501COOCOOPER COS INC$13,3070.02%187CommonSOLE
92204A702VGTVANGUARD WORLD FD$13,2660.02%20CommonSOLE
09073M104TECHBIO TECHNE CORP$13,1200.02%255CommonSOLE
571903202MARMARRIOTT INTL INC NEW$13,1140.02%48CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$13,0070.02%79CommonSOLE
000360206AAONAAON INC$12,8330.02%174CommonSOLE
03076C106AMPAMERIPRISE FINL INC$12,8100.02%24CommonSOLE
624758108MWAMUELLER WTR PRODS INC$12,7620.02%531CommonSOLE
749607107RLIRLI CORP$12,4990.02%173CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$12,4700.02%420CommonSOLE
92840M102VSTVISTRA CORP$12,4040.02%64CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$12,2850.01%1,072CommonSOLE
74347R842UWMPROSHARES TR$12,2800.01%326CommonSOLE
87612E106TGTTARGET CORP$12,2330.01%124CommonSOLE
H1467J104CBCHUBB LIMITED$12,1680.01%42CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$12,0770.01%22CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$12,0610.01%553CommonSOLE
38526M106LOPEGRAND CANYON ED INC$11,7180.01%62CommonSOLE
45782C326BMAYINNOVATOR ETFS TRUST$11,4780.01%272CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$11,3100.01%109CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$11,0920.01%69CommonSOLE
00888H786FEBWAIM ETF PRODUCTS TRUST$11,0220.01%345CommonSOLE
63947X101NCNONCINO INC$11,0200.01%394CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$10,9100.01%35CommonSOLE
33736G106FANFIRST TR EXCHANGE TRADED FD$10,8840.01%600CommonSOLE
03945R102ACHRARCHER AVIATION INC$10,8500.01%1,000CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$10,8480.01%53CommonSOLE
81768T108SFBSSERVISFIRST BANCSHARES INC$10,7740.01%139CommonSOLE
74624M102PPURE STORAGE INC$10,7670.01%187CommonSOLE
55336V100MPLXMPLX LP$10,6630.01%207CommonSOLE
45782C516EJANINNOVATOR ETFS TRUST$10,6370.01%332CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$10,6340.01%99CommonSOLE
046353108AZNNASTRAZENECA PLC$10,4820.01%150CommonSOLE
40434L105HPQHP INC$10,3960.01%425CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$10,3260.01%70CommonSOLE
03662Q105AKXANSYS INC$10,1850.01%29CommonSOLE
00123Q104AGNCAGNC INVT CORP$10,1640.01%1,106CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$9,9830.01%39CommonSOLE
459506101IFFINTERNATIONAL FLAVORS FRAGRA$9,8560.01%134CommonSOLE
94106L109WMWASTE MGMT INC DEL$9,8390.01%43CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$9,8220.01%268CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$9,7610.01%60CommonSOLE
45782C631IOCTINNOVATOR ETFS TRUST$9,6650.01%294CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$9,4500.01%18CommonSOLE
237266101DARDARLING INGREDIENTS INC$9,4090.01%248CommonSOLE
303075105FDSFACTSET RESH SYS INC$9,4020.01%21CommonSOLE
464286608EZUISHARES INC$9,3930.01%158CommonSOLE
46140H502DBPINVESCO DB MULTI SECTOR COMM$9,3170.01%124CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$9,2850.01%88CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$9,2010.01%13CommonSOLE
78463X772DWXSPDR INDEX SHS FDS$9,1470.01%217CommonSOLE
46432F396MTUMISHARES TR$9,1320.01%38CommonSOLE
464287861IEVISHARES TR$9,0450.01%143CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$8,9780.01%439CommonSOLE
775711104ROLROLLINS INC$8,9140.01%158CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$8,8200.01%300CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$8,7540.01%40CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$8,6950.01%16CommonSOLE
28852N109EFCELLINGTON FINANCIAL INC$8,6770.01%668CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$8,5200.01%117CommonSOLE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$8,3620.01%556CommonSOLE
302635206FSKFS KKR CAP CORP$8,3620.01%403CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$8,2060.01%436CommonSOLE
406216101HALHALLIBURTON CO$8,1930.01%402CommonSOLE
370334104GISGENERAL MLS INC$8,1860.01%158CommonSOLE
053611109AVYAVERY DENNISON CORP$8,0720.01%46CommonSOLE
78163D100RWAYRUNWAY GROWTH FINANCE CORP$8,0580.01%751CommonSOLE
464288679SHVISHARES TR$7,9500.01%72CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$7,9430.01%100CommonSOLE
00888H703JANTAIM ETF PRODUCTS TRUST$7,8970.01%209CommonSOLE
256746108DLTRDOLLAR TREE INC$7,8240.01%79CommonSOLE
784117103SEICSEI INVTS CO$7,8180.01%87CommonSOLE
37960A529SHLDGLOBAL X FDS$7,7720.01%129CommonSOLE
422806208HEI/AHEICO CORP NEW$7,7630.01%30CommonSOLE
40131M109GHGUARDANT HEALTH INC$7,6500.01%147CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$7,6440.01%70CommonSOLE
65339F101NEENEXTERA ENERGY INC$7,5670.01%109CommonSOLE
922908512VOEVANGUARD INDEX FDS$7,4300.01%45CommonSOLE
03674X106ARANTERO RESOURCES CORP$7,2910.01%181CommonSOLE
69374H881COWZPACER FDS TR$7,1080.01%129CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$7,0710.01%126CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$6,9460.01%224CommonSOLE
66987V109NVSNOVARTIS AG$6,8980.01%57CommonSOLE
921932869IVOGVANGUARD ADMIRAL FDS INC$6,8950.01%61CommonSOLE
654106103NKENIKE INC$6,8910.01%97CommonSOLE
441593100HLIHOULIHAN LOKEY INC$6,8670.01%38CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$6,7780.01%370CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$6,7410.01%59CommonSOLE
929740108WABWABTEC$6,4990.01%31CommonSOLE
92556V106VTRSVIATRIS INC$6,2600.01%701CommonSOLE
38147U107GSBDGOLDMAN SACHS BDC INC$6,2440.01%555CommonSOLE
345370860FFORD MTR CO$6,2390.01%575CommonSOLE
244199105DEDEERE CO$6,1020.01%12CommonSOLE
37045V100GMGENERAL MTRS CO$6,0040.01%122CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$5,9630.01%19CommonSOLE
89677Y100TPVGTRIPLEPOINT VENTURE GROWTH B$5,9370.01%847CommonSOLE
988498101YUMYUM BRANDS INC$5,9270.01%40CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$5,8830.01%505CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$5,8610.01%8CommonSOLE
806857108SLBSCHLUMBERGER LTD$5,8140.01%172CommonSOLE

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.