MondegarAI
Financial Network Wealth Advisors LLC

Q3 2025 · 13F-HR

Financial Network Wealth Advisors LLCholdings as filed

Filed 2025-10-27 · accession 0002012031-25-000006

$91.4M
Reported value
838
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Financial Network Wealth Advisors LLC · Q3 2025

AI · grounded in 13F

Financial Network Wealth Advisors LLC established a new position in CLIP valued at $5.06M. The fund also opened a new position in VT for $495,529 and increased its holdings in BBJP by 195.9%. On the sell side, the fund closed its position in IVVB, reducing its exposure by $496,842.

Holdings as filed

First 500 of 838

CUSIPTickerIssuerValue% port.SharesClassVoting
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$10.2M11.1%304,845CommonSOLE
37960A438CLIPGLOBAL X FDS$5.1M5.53%50,374CommonSOLE
78464A409SPYGSPDR SER TR$3.0M3.29%28,812CommonSOLE
037833100AAPLAPPLE INC$2.5M2.74%9,827CommonSOLE
78468R663BILSPDR SER TR$2.3M2.57%25,584CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$2.0M2.23%47,658CommonSOLE
45783Y814BUFFINNOVATOR ETFS TRUST$2.0M2.16%40,414CommonSOLE
594918104MSFTMICROSOFT CORP$2.0M2.15%3,801CommonSOLE
78464A508SPYVSPDR SER TR$1.9M2.06%34,011CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$1.5M1.64%32,068CommonSOLE
92189H409HYDVANECK ETF TRUST$1.3M1.40%25,067CommonSOLE
464287200IVVISHARES TR$1.2M1.33%1,819CommonSOLE
98149E303GLDMWORLD GOLD TR$1.2M1.30%15,604CommonSOLE
580135101MCDMCDONALDS CORP$1.1M1.22%3,673CommonSOLE
33740U760BUFTFIRST TR EXCHNG TRADED FD VI$1.1M1.19%45,054CommonSOLE
00287Y109ABBVABBVIE INC$944,2721.03%4,078CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$823,9910.90%1,639CommonSOLE
78468R853SPSMSPDR SER TR$771,6910.84%16,660CommonSOLE
67066G104NVDANVIDIA CORPORATION$738,4810.81%3,958CommonSOLE
464287440IEFISHARES TR$718,3380.79%7,447CommonSOLE
02079K305GOOGLALPHABET INC$713,9850.78%2,937CommonSOLE
30231G102XOMEXXON MOBIL CORP$681,4220.75%6,044CommonSOLE
46434V407SHYGISHARES TR$674,1380.74%15,569CommonSOLE
69374H576PSFDPACER FDS TR$672,3510.74%18,519CommonSOLE
46429B747STIPISHARES TR$662,7440.72%6,412CommonSOLE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$593,6770.65%22,037CommonSOLE
921909768VXUSVANGUARD STAR FDS$565,3480.62%7,696CommonSOLE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$565,1790.62%8,522CommonSOLE
002824100ABTABBOTT LABS$562,9680.62%4,203CommonSOLE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$521,8610.57%12,895CommonSOLE
78464A201SLYGSPDR SER TR$509,6800.56%5,404CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$495,5290.54%3,596CommonSOLE
78464A383SPMBSPDR SER TR$494,1960.54%22,023CommonSOLE
023135106AMZNAMAZON COM INC$493,5930.54%2,248CommonSOLE
09789C788XHLFBONDBLOXX ETF TRUST$482,1660.53%9,563CommonSOLE
69374H469PSFJPACER FDS TR$478,3310.52%14,736CommonSOLE
833034101SNASNAP ON INC$476,8730.52%1,376CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$458,3700.50%3,252CommonSOLE
78464A821MDYGSPDR SER TR$446,6590.49%4,878CommonSOLE
78464A839MDYVSPDR SER TR$437,2060.48%5,242CommonSOLE
78468R622JNKSPDR SER TR$426,7460.47%4,355CommonSOLE
46429B267GOVTISHARES TR$420,2520.46%18,177CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$399,0180.44%4,744CommonSOLE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$390,0110.43%8,330CommonSOLE
68389X105ORCLORACLE CORP$381,9240.42%1,358CommonSOLE
78464A664SPTLSPDR SER TR$380,4530.42%14,117CommonSOLE
032095101APHAMPHENOL CORP NEW$377,7020.41%3,052CommonSOLE
45782C367IAPRINNOVATOR ETFS TRUST$370,4790.41%12,321CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$356,0810.39%626CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$350,6450.38%5,574CommonSOLE
00888H877SIXOAIM ETF PRODUCTS TRUST$350,3330.38%10,334CommonSOLE
191216100KOCOCA COLA CO$345,9250.38%5,216CommonSOLE
45782C664BSEPINNOVATOR ETFS TRUST$333,8490.37%6,914CommonSOLE
78464A474SPSBSPDR SER TR$331,4630.36%10,943CommonSOLE
45782C870PAPRINNOVATOR ETFS TRUST$328,7070.36%8,569CommonSOLE
949746101WMT2WELLS FARGO CO NEW$328,2390.36%3,916CommonSOLE
931142103WMTWALMART INC$319,2000.35%3,097CommonSOLE
45783Y855BALTINNOVATOR ETFS TRUST$317,2380.35%9,666CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$309,8330.34%7,050CommonSOLE
75513E101RTXRTX CORPORATION$309,2260.34%1,848CommonSOLE
88579Y101MMM3M CO$307,2560.34%1,980CommonSOLE
45782C797POCTINNOVATOR ETFS TRUST$302,6480.33%7,022CommonSOLE
26923G707NFLTETFIS SER TR I$295,7630.32%12,823CommonSOLE
45782C342KAPRINNOVATOR ETFS TRUST$295,3850.32%8,637CommonSOLE
92826C839VVISA INC$293,5870.32%860CommonSOLE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$291,3330.32%7,181CommonSOLE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$290,5160.32%5,900CommonSOLE
166764100CVXCHEVRON CORP NEW$285,5780.31%1,839CommonSOLE
437076102HDHOME DEPOT INC$280,4360.31%692CommonSOLE
45783Y475EALTINNOVATOR ETFS TRUST$272,0810.30%7,875CommonSOLE
45782C813PJULINNOVATOR ETFS TRUST$270,4080.30%5,930CommonSOLE
78464A300SLYVSPDR SER TR$263,0250.29%2,967CommonSOLE
74316P645CSMDPROFESIONALLY MANAGED PORTFO$256,2540.28%7,693CommonSOLE
30303M102METAMETA PLATFORMS INC$243,1670.27%331CommonSOLE
69374H568PSFFPACER FDS TR$234,7840.26%7,431CommonSOLE
41151J505HGERHARBOR ETF TRUST$233,2060.26%9,039CommonSOLE
02079K107GOOGALPHABET INC$232,9950.25%957CommonSOLE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$230,9480.25%4,449CommonSOLE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$230,4410.25%5,297CommonSOLE
69374H451PSFOPACER FDS TR$229,0980.25%7,210CommonSOLE
78462F103SPYSPDR S P 500 ETF TR$225,1690.25%338CommonSOLE
78463V107GLDSPDR GOLD TR$220,0360.24%619CommonSOLE
45782C359EAPRINNOVATOR ETFS TRUST$212,4230.23%7,286CommonSOLE
46429B598INDAISHARES TR$210,8430.23%4,050CommonSOLE
11135F101AVGOBROADCOM INC$208,8330.23%633CommonSOLE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$207,3360.23%5,370CommonSOLE
478160104JNJJOHNSON JOHNSON$200,8100.22%1,083CommonSOLE
45782C383PMARINNOVATOR ETFS TRUST$198,3850.22%4,518CommonSOLE
45782C821UOCTINNOVATOR ETFS TRUST$195,6470.21%5,091CommonSOLE
147528103CASYCASEYS GEN STORES INC$193,3480.21%342CommonSOLE
33740F748FMAYFIRST TR EXCHNG TRADED FD VI$186,1030.20%3,562CommonSOLE
46435U853USHYISHARES TR$185,6070.20%4,913CommonSOLE
46625H100JPMJPMORGAN CHASE CO$181,0570.20%574CommonSOLE
45782C474KJANINNOVATOR ETFS TRUST$180,6290.20%4,476CommonSOLE
45782C508PJANINNOVATOR ETFS TRUST$180,5700.20%3,943CommonSOLE
254687106DISDISNEY WALT CO$178,1620.19%1,556CommonSOLE
311900104FASTFASTENAL CO$177,0150.19%3,610CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$176,9850.19%191CommonSOLE
872540109TJXTJX COS INC NEW$174,6040.19%1,208CommonSOLE
33740U661GJULFIRST TR EXCHNG TRADED FD VI$172,3800.19%4,250CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$172,1050.19%497CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$171,6340.19%696CommonSOLE
464287176TIPISHARES TR$167,0520.18%1,502CommonSOLE
464287671IUSGISHARES TR$166,8440.18%1,014CommonSOLE
461202103INTUINTUIT$165,2710.18%242CommonSOLE
670100205NVONOVO NORDISK A S$165,1940.18%2,977CommonSOLE
747525103QCOMQUALCOMM INC$164,8900.18%991CommonSOLE
33740U208FJULFIRST TR EXCHNG TRADED FD VI$163,2050.18%2,982CommonSOLE
G5960L103MDTMEDTRONIC PLC$162,9560.18%1,711CommonSOLE
532457108LLYELI LILLY CO$161,7560.18%212CommonSOLE
00206R102TAT T INC$160,8550.18%5,696CommonSOLE
717081103PFEPFIZER INC$160,1670.18%6,286CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$160,1580.18%1,060CommonSOLE
45782C680PAUGINNOVATOR ETFS TRUST$159,7300.17%3,761CommonSOLE
904767704UNILEVER PLC$157,5660.17%2,658CommonSOLE
45782C656PSEPINNOVATOR ETFS TRUST$157,1540.17%3,659CommonSOLE
922908744VTVVANGUARD INDEX FDS$154,3200.17%827CommonSOLE
760759100RSGREPUBLIC SVCS INC$149,4020.16%651CommonSOLE
049560105ATOATMOS ENERGY CORP$148,2690.16%868CommonSOLE
88160R101TSLATESLA INC$147,2020.16%331CommonSOLE
92939U106WECWEC ENERGY GROUP INC$145,4650.16%1,269CommonSOLE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$145,2910.16%2,235CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$141,0970.15%2,818CommonSOLE
45783Y541TJULINNOVATOR ETFS TRUST$140,8900.15%4,811CommonSOLE
64110L106NFLXNETFLIX INC$140,2740.15%117CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$140,1630.15%2,465CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$139,9590.15%496CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$136,2090.15%464CommonSOLE
742718109PGPROCTER AND GAMBLE CO$134,9320.15%878CommonSOLE
942622200WSOWATSCO INC$133,4460.15%330CommonSOLE
45782C433BFEBINNOVATOR ETFS TRUST$132,8670.15%2,812CommonSOLE
82509L107SHOPSHOPIFY INC$130,6280.14%879CommonSOLE
98978V103ZTSZOETIS INC$129,0700.14%882CommonSOLE
872590104TMUST MOBILE US INC$125,9950.14%526CommonSOLE
78409V104SPGIS P GLOBAL INC$125,5820.14%258CommonSOLE
45783Y111ZAUGINNOVATOR ETFS TRUST$125,4200.14%4,740CommonSOLE
882508104TXNTEXAS INSTRS INC$124,5950.14%678CommonSOLE
45782C375UMARINNOVATOR ETFS TRUST$122,7250.13%3,146CommonSOLE
45782C417PFEBINNOVATOR ETFS TRUST$122,1260.13%3,077CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$120,1530.13%1,616CommonSOLE
22052L104CTVACORTEVA INC$120,0620.13%1,775CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$119,3150.13%246CommonSOLE
172908105CTASCINTAS CORP$118,6540.13%578CommonSOLE
863667101SYKSTRYKER CORPORATION$116,4560.13%315CommonSOLE
45782C524IJANINNOVATOR ETFS TRUST$116,2320.13%3,303CommonSOLE
N07059210ASMLASML HOLDING N V$116,1710.13%120CommonSOLE
369550108GDGENERAL DYNAMICS CORP$115,5990.13%339CommonSOLE
713448108PEPPEPSICO INC$115,4420.13%822CommonSOLE
855244109SBUXSTARBUCKS CORP$114,9070.13%1,358CommonSOLE
46428Q109SLVISHARES SILVER TR$114,0180.12%2,691CommonSOLE
58933Y105MRKMERCK CO INC$114,0070.12%1,358CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$113,7980.12%2,241CommonSOLE
78468R101SPTSSPDR SER TR$112,7940.12%3,847CommonSOLE
609207105MDLZMONDELEZ INTL INC$112,4700.12%1,800CommonSOLE
46435G516ESGDISHARES TR$111,9040.12%1,204CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$109,9940.12%790CommonSOLE
097023105BABOEING CO$108,5620.12%503CommonSOLE
17275R102CSCOCISCO SYS INC$106,1260.12%1,551CommonSOLE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$105,4390.12%928CommonSOLE
363576109AJGGALLAGHER ARTHUR J CO$104,7070.11%338CommonSOLE
45782C425UFEBINNOVATOR ETFS TRUST$104,6860.11%2,925CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$103,8170.11%227CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$101,7310.11%427CommonSOLE
45782C391BMARINNOVATOR ETFS TRUST$100,6610.11%1,951CommonSOLE
631103108NDAQNASDAQ INC$100,0580.11%1,131CommonSOLE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$99,0960.11%1,797CommonSOLE
45782C573PNOVINNOVATOR ETFS TRUST$97,8460.11%2,383CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$97,8140.11%375CommonSOLE
060505104BACBANK AMERICA CORP$97,7110.11%1,894CommonSOLE
33740U570JULMFIRST TR EXCHNG TRADED FD VI$97,2500.11%2,929CommonSOLE
45782C300UJANINNOVATOR ETFS TRUST$94,8250.10%2,251CommonSOLE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$94,5420.10%1,885CommonSOLE
02072L607FRDMEA SERIES TRUST$93,8970.10%2,119CommonSOLE
78463X871GWXSPDR INDEX SHS FDS$93,5390.10%2,328CommonSOLE
33739Q705KNGFIRST TR EXCHANGE TRADED FD$93,1470.10%1,889CommonSOLE
45782C540PDECINNOVATOR ETFS TRUST$92,6960.10%2,206CommonSOLE
579780206MKCMCCORMICK CO INC$92,2900.10%1,379CommonSOLE
45782C318PMAYINNOVATOR ETFS TRUST$92,2200.10%2,371CommonSOLE
45782C698BAUGINNOVATOR ETFS TRUST$91,9070.10%1,876CommonSOLE
038923108ABRARBOR REALTY TRUST INC$91,8800.10%7,525CommonSOLE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$90,6970.10%1,909CommonSOLE
00888H752MAYWAIM ETF PRODUCTS TRUST$89,6360.10%2,720CommonSOLE
29444U700EQIXEQUINIX INC$89,3160.10%114CommonSOLE
464287168DVYISHARES TR$86,8230.09%611CommonSOLE
G8473T100STESTERIS PLC$86,1090.09%348CommonSOLE
548661107LOWLOWES COS INC$85,1940.09%339CommonSOLE
69374H477PSFMPACER FDS TR$83,8270.09%2,688CommonSOLE
464287150ITOTISHARES TR$82,2920.09%565CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$82,1700.09%529CommonSOLE
718172109PMPHILIP MORRIS INTL INC$82,0730.09%506CommonSOLE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$81,6000.09%2,146CommonSOLE
45783Y103XDSQINNOVATOR ETFS TRUST$81,2340.09%2,038CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$80,5620.09%1,764CommonSOLE
45782C805UAPRINNOVATOR ETFS TRUST$80,5110.09%2,505CommonSOLE
038222105AMATAPPLIED MATLS INC$79,6440.09%389CommonSOLE
45783Y616APRJINNOVATOR ETFS TRUST$78,7000.09%3,194CommonSOLE
46654Q815JMSIJ P MORGAN EXCHANGE TRADED F$77,9080.09%1,551CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$76,9410.08%1,791CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$75,5900.08%14CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$75,2660.08%1,389CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$75,0970.08%1,559CommonSOLE
126650100CVSCVS HEALTH CORP$74,1080.08%983CommonSOLE
219350105GLWCORNING INC$72,8990.08%889CommonSOLE
464287432TLTISHARES TR$72,5680.08%812CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$71,6880.08%683CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$71,1440.08%390CommonSOLE
075887109BDXBECTON DICKINSON CO$70,9560.08%379CommonSOLE
438516106HONHONEYWELL INTL INC$70,9390.08%337CommonSOLE
464287721IYWISHARES TR$70,7050.08%361CommonSOLE
33740U695GOCTFIRST TR EXCHNG TRADED FD VI$69,6950.08%1,819CommonSOLE
464288281EMBISHARES TR$69,2290.08%727CommonSOLE
45782C557BDECINNOVATOR ETFS TRUST$69,0670.08%1,441CommonSOLE
26875P101EOGEOG RES INC$68,8680.08%614CommonSOLE
00888H661SIXPAIM ETF PRODUCTS TRUST$68,4910.07%2,223CommonSOLE
45782C839UJULINNOVATOR ETFS TRUST$67,5670.07%1,773CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$66,0100.07%408CommonSOLE
88033G407THCTENET HEALTHCARE CORP$65,3790.07%322CommonSOLE
45783Y608XDQQINNOVATOR ETFS TRUST$65,2600.07%1,726CommonSOLE
969457100WMBWILLIAMS COS INC$64,6800.07%1,021CommonSOLE
73278L105POOLPOOL CORP$64,5390.07%208CommonSOLE
92189F411BIZDVANECK ETF TRUST$64,1970.07%4,297CommonSOLE
29414B104EPAMEPAM SYS INC$63,9350.07%424CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$63,3620.07%1,249CommonSOLE
00130H105AESAES CORP$63,3260.07%4,812CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$63,2970.07%1,702CommonSOLE
172967424CCITIGROUP INC$63,0320.07%621CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$62,7220.07%2,440CommonSOLE
69331C108PCGPG E CORP$62,2060.07%4,125CommonSOLE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$62,1990.07%1,176CommonSOLE
12572Q105CMECME GROUP INC$61,7760.07%229CommonSOLE
81762P102NOWSERVICENOW INC$61,6590.07%67CommonSOLE
233051200DBEFDBX ETF TR$61,0420.07%1,315CommonSOLE
617446448MSMORGAN STANLEY$60,8820.07%383CommonSOLE
58733R102MELIMERCADOLIBRE INC$60,7600.07%26CommonSOLE
33738D309FTSLFIRST TR EXCHANGE TRADED FD$60,4170.07%1,318CommonSOLE
69344A206PHYLPGIM ETF TR$59,9530.07%1,677CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$59,8480.07%619CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$59,5800.07%450CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$58,8510.06%437CommonSOLE
125523100CITHE CIGNA GROUP$58,5150.06%203CommonSOLE
45783Y301XBAPINNOVATOR ETFS TRUST$58,3840.06%1,542CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$57,8860.06%62CommonSOLE
78464A359CWBSPDR SER TR$57,5580.06%636CommonSOLE
025816109AXPAMERICAN EXPRESS CO$57,4810.06%173CommonSOLE
33740U406DDECFIRST TR EXCHNG TRADED FD VI$57,4260.06%1,312CommonSOLE
426281101JKHYHENRY JACK ASSOC INC$56,7560.06%381CommonSOLE
46138M109FXBINVESCO CURRENCYSHARES BRIT$56,6900.06%438CommonSOLE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$56,4530.06%1,117CommonSOLE
464287242LQDISHARES TR$56,2920.06%505CommonSOLE
45168D104IDXXIDEXX LABS INC$56,2220.06%88CommonSOLE
33740F516GJANFIRST TR EXCHNG TRADED FD VI$56,1700.06%1,348CommonSOLE
29250N105ENBENBRIDGE INC$56,1120.06%1,112CommonSOLE
464288513HYGISHARES TR$55,6960.06%686CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$55,2610.06%1,409CommonSOLE
G87110105FTITECHNIPFMC PLC$55,2300.06%1,400CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$55,1960.06%287CommonSOLE
78468R523BILSSPDR SER TR$55,1340.06%554CommonSOLE
46434V381XTISHARES TR$55,0350.06%765CommonSOLE
45782C722IJULINNOVATOR ETFS TRUST$54,9780.06%1,682CommonSOLE
33740U687GNOVFIRST TR EXCHNG TRADED FD VI$54,7520.06%1,439CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$54,0510.06%1,059CommonSOLE
369604301GEGE AEROSPACE$52,3430.06%174CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$52,1730.06%1,635CommonSOLE
003263100GLTRABRDN PRECIOUS METALS BASKET$52,1170.06%315CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$51,6010.06%657CommonSOLE
907818108UNPUNION PAC CORP$50,5830.06%214CommonSOLE
55354G100MSCIMSCI INC$49,9450.05%88CommonSOLE
00888H208APRWAIM ETF PRODUCTS TRUST$49,8050.05%1,455CommonSOLE
464287804IJRISHARES TR$49,6710.05%418CommonSOLE
464288414MUBISHARES TR$49,5180.05%465CommonSOLE
464288877EFVISHARES TR$49,4480.05%729CommonSOLE
46090E103QQQINVESCO QQQ TR$49,2300.05%82CommonSOLE
337738108FISVFISERV INC$48,3490.05%375CommonSOLE
052769106ADSKAUTODESK INC$47,3330.05%149CommonSOLE
053332102AZOAUTOZONE INC$47,1930.05%11CommonSOLE
45784N304KSEPINNOVATOR ETFS TRUST$46,8270.05%1,709CommonSOLE
79466L302CRMSALESFORCE INC$46,6890.05%197CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$46,6790.05%1,035CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$46,1850.05%274CommonSOLE
45782C649USEPINNOVATOR ETFS TRUST$45,7470.05%1,183CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$44,5760.05%455CommonSOLE
56035L104MAINMAIN STR CAP CORP$44,4530.05%699CommonSOLE
149123101CATCATERPILLAR INC$43,8980.05%92CommonSOLE
59156R108METMETLIFE INC$43,5740.05%529CommonSOLE
33740F433GJUNFIRST TR EXCHNG TRADED FD VI$43,2730.05%1,113CommonSOLE
03831W108APPAPPLOVIN CORP$43,1120.05%60CommonSOLE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$43,0270.05%1,073CommonSOLE
871607107SNPSSYNOPSYS INC$42,9250.05%87CommonSOLE
922908363VOOVANGUARD INDEX FDS$42,8670.05%70CommonSOLE
G0403H108AONAON PLC$42,4330.05%119CommonSOLE
56585A102MPCMARATHON PETE CORP$41,4390.05%215CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$40,8090.04%418CommonSOLE
375558103GILDGILEAD SCIENCES INC$40,4040.04%364CommonSOLE
69374H857CALFPACER FDS TR$40,1460.04%917CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$39,5250.04%396CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$39,4380.04%79CommonSOLE
780259305SHELSHELL PLC$39,3420.04%550CommonSOLE
15135B101CNCCENTENE CORP DEL$39,2480.04%1,100CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$38,9480.04%723CommonSOLE
22160N109CSGPCOSTAR GROUP INC$38,8950.04%461CommonSOLE
00724F101ADBEADOBE INC$38,8030.04%110CommonSOLE
922908629VOVANGUARD INDEX FDS$38,4330.04%131CommonSOLE
45784N106ZSEPINNOVATOR ETFS TRUST$38,2520.04%1,444CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$37,8520.04%414CommonSOLE
33740F458GAPRFIRST TR EXCHNG TRADED FD VI$37,7550.04%962CommonSOLE
46654Q781JPEFJ P MORGAN EXCHANGE TRADED F$37,1930.04%502CommonSOLE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$36,8710.04%659CommonSOLE
83444M101SOLVSOLVENTUM CORP$36,0620.04%494CommonSOLE
922908751VBVANGUARD INDEX FDS$35,8710.04%141CommonSOLE
126408103CSXCSX CORP$35,3680.04%996CommonSOLE
46435U218SUSLISHARES TR$35,3670.04%302CommonSOLE
464287655IWMISHARES TR$34,6000.04%143CommonSOLE
45782C730UJUNINNOVATOR ETFS TRUST$34,1960.04%932CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$33,8970.04%212CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$33,6810.04%86CommonSOLE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$33,1690.04%715CommonSOLE
25243Q205DEODIAGEO PLC$33,1140.04%347CommonSOLE
98138H101WDAYWORKDAY INC$32,9800.04%137CommonSOLE
45782C276NJULINNOVATOR ETFS TRUST$32,5670.04%458CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$32,3580.04%100CommonSOLE
45782C599KOCTINNOVATOR ETFS TRUST$31,8640.03%965CommonSOLE
45783Y889XBJLINNOVATOR ETFS TRUST$31,5290.03%842CommonSOLE
45783Y848XBOCINNOVATOR ETFS TRUST$31,4890.03%960CommonSOLE
45783Y780XBJAINNOVATOR ETFS TRUST$31,3860.03%1,003CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$31,3090.03%253CommonSOLE
921943858VEAVANGUARD TAX MANAGED FDS$31,1770.03%520CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$31,0950.03%791CommonSOLE
67576A100OCULOCULAR THERAPEUTIX INC$30,8380.03%2,638CommonSOLE
46284V101IRMIRON MTN INC DEL$30,5820.03%300CommonSOLE
209115104EDCONSOLIDATED EDISON INC$30,1560.03%300CommonSOLE
20825C104COPCONOCOPHILLIPS$30,0800.03%318CommonSOLE
009158106APDAIR PRODS CHEMS INC$29,9990.03%110CommonSOLE
009066101ABNBAIRBNB INC$29,8690.03%246CommonSOLE
20030N101CMCSACOMCAST CORP NEW$29,6290.03%943CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$29,0550.03%447CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE TRADED FD$28,7790.03%578CommonSOLE
217204106CPRTCOPART INC$28,6910.03%638CommonSOLE
380237107GDDYGODADDY INC$28,4610.03%208CommonSOLE
682680103OKEONEOK INC NEW$28,0930.03%385CommonSOLE
45782C789BJULINNOVATOR ETFS TRUST$27,9590.03%563CommonSOLE
00888H646SIXDAIM ETF PRODUCTS TRUST$27,9430.03%986CommonSOLE
45783Y251ZJULINNOVATOR ETFS TRUST$27,6100.03%961CommonSOLE
902973304USBUS BANCORP DEL$27,1130.03%561CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$26,8500.03%129CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$26,7220.03%397CommonSOLE
G29183103ETNEATON CORP PLC$26,5720.03%71CommonSOLE
464288158SUBISHARES TR$25,7120.03%241CommonSOLE
921910733ESGVVANGUARD WORLD FD$25,7010.03%217CommonSOLE
871829107SYYSYSCO CORP$25,6900.03%312CommonSOLE
95040Q104WELLWELLTOWER INC$25,2960.03%142CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$24,9870.03%299CommonSOLE
756109104OREALTY INCOME CORP$24,9850.03%411CommonSOLE
85210B201SGDJSPROTT ETF TRUST$24,7680.03%345CommonSOLE
487836108KKELLANOVA$24,6060.03%300CommonSOLE
59522J103MAAMID AMER APT CMNTYS INC$24,4530.03%175CommonSOLE
494368103KMBKIMBERLY CLARK CORP$24,3710.03%196CommonSOLE
33733E849BGLDFIRST TR EXCHANGE TRADED FD$23,8260.03%1,000CommonSOLE
33738D788FTCBFIRST TR EXCHANGE TRADED FD$23,5690.03%1,106CommonSOLE
45782C888BAPRINNOVATOR ETFS TRUST$23,4060.03%499CommonSOLE
441593100HLIHOULIHAN LOKEY INC$23,2480.03%113CommonSOLE
803054204SAPSAP SE$23,2470.03%87CommonSOLE
835699307SONYSONY GROUP CORP$23,0610.03%801CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$22,8690.03%484CommonSOLE
36828A101GEVGE VERNOVA INC$22,7510.02%37CommonSOLE
45782C771BOCTINNOVATOR ETFS TRUST$22,6610.02%468CommonSOLE
831865209AOSSMITH A O CORP$22,0230.02%300CommonSOLE
45782C581BNOVINNOVATOR ETFS TRUST$21,7500.02%500CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$21,1310.02%196CommonSOLE
45784N866KNOVINNOVATOR ETFS TRUST$21,1210.02%765CommonSOLE
031100100AMEAMETEK INC$20,8910.02%111CommonSOLE
22822V101CCICROWN CASTLE INC$20,8790.02%216CommonSOLE
464287234EEMISHARES TR$20,3990.02%382CommonSOLE
45782C748PJUNINNOVATOR ETFS TRUST$20,3690.02%495CommonSOLE
922908769VTIVANGUARD INDEX FDS$20,0990.02%61CommonSOLE
231561101CWCURTISS WRIGHT CORP$20,0890.02%37CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$20,0270.02%58CommonSOLE
33740U679GDECFIRST TR EXCHNG TRADED FD VI$19,4770.02%531CommonSOLE
337932107FEFIRSTENERGY CORP$19,3360.02%422CommonSOLE
11271J107BNBROOKFIELD CORP$19,1340.02%279CommonSOLE
94106L109WMWASTE MGMT INC DEL$18,7710.02%85CommonSOLE
81141R100SESEA LTD$18,7670.02%105CommonSOLE
422806109HEIHEICO CORP NEW$18,7240.02%58CommonSOLE
866674104SUISUN CMNTYS INC$18,6480.02%145CommonSOLE
842587107SOSOUTHERN CO$18,1960.02%192CommonSOLE
464287507IJHISHARES TR$18,0770.02%277CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$18,0390.02%420CommonSOLE
18915M107NETCLOUDFLARE INC$17,8110.02%83CommonSOLE
88076W103TDCTERADATA CORP DEL$17,0790.02%794CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$16,8970.02%142CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$16,6120.02%174CommonSOLE
45782C292UMAYINNOVATOR ETFS TRUST$16,5720.02%462CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$16,5110.02%98CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$16,4010.02%291CommonSOLE
33740F730DMAYFIRST TR EXCHNG TRADED FD VI$16,3100.02%368CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$16,3060.02%29CommonSOLE
464288661IEIISHARES TR$16,2530.02%136CommonSOLE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$16,1020.02%812CommonSOLE
09073M104TECHBIO TECHNE CORP$15,9100.02%286CommonSOLE
74624M102PPURE STORAGE INC$15,6720.02%187CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$15,6300.02%68CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$15,2020.02%31CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$15,1910.02%36CommonSOLE
74347R842UWMPROSHARES TR$15,1130.02%326CommonSOLE
29273V100ETENERGY TRANSFER L P$15,0770.02%879CommonSOLE
29084Q100EMEEMCOR GROUP INC$14,9390.02%23CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$14,6740.02%193CommonSOLE
33740F136OCTMFIRST TR EXCHNG TRADED FD VI$14,5130.02%451CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$14,4930.02%145CommonSOLE
45783Y756BUFBINNOVATOR ETFS TRUST$14,4750.02%405CommonSOLE
H1467J104CBCHUBB LIMITED$14,3950.02%51CommonSOLE
759530108RELXRELX PLC$14,0890.02%295CommonSOLE
143658300CCL1EURCARNIVAL CORP$13,9640.02%483CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$13,9450.02%424CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$13,8660.02%22CommonSOLE
571903202MARMARRIOTT INTL INC NEW$13,8030.02%53CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$13,6420.01%280CommonSOLE
38526M106LOPEGRAND CANYON ED INC$13,6100.01%62CommonSOLE
624758108MWAMUELLER WTR PRODS INC$13,5830.01%532CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$13,5180.01%45CommonSOLE
03076C106AMPAMERIPRISE FINL INC$13,2640.01%27CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$12,9490.01%69CommonSOLE
046353108AZNNASTRAZENECA PLC$12,7360.01%166CommonSOLE
92204A702VGTVANGUARD WORLD FD$12,6930.01%17CommonSOLE
70806A106PFLTPENNANTPARK FLOATING RATE CA$12,6770.01%1,426CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$12,5560.01%24CommonSOLE
92840M102VSTVISTRA CORP$12,5390.01%64CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$12,4590.01%553CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$12,2630.01%109CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$12,1840.01%79CommonSOLE
45782C326BMAYINNOVATOR ETFS TRUST$11,9190.01%272CommonSOLE
40434L105HPQHP INC$11,5730.01%425CommonSOLE
33736G106FANFIRST TR EXCHANGE TRADED FD$11,5260.01%600CommonSOLE
784117103SEICSEI INVTS CO$11,4550.01%135CommonSOLE
00888H786FEBWAIM ETF PRODUCTS TRUST$11,4330.01%345CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$11,4010.01%93CommonSOLE
749607107RLIRLI CORP$11,3150.01%173CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$11,3150.01%268CommonSOLE
81768T108SFBSSERVISFIRST BANCSHARES INC$11,1940.01%139CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$11,1810.01%25CommonSOLE
66987V109NVSNOVARTIS AG$11,1570.01%87CommonSOLE
87612E106TGTTARGET CORP$11,1230.01%124CommonSOLE
46140H502DBPINVESCO DB MULTI SECTOR COMM$11,0270.01%124CommonSOLE
45782C516EJANINNOVATOR ETFS TRUST$11,0250.01%332CommonSOLE
40131M109GHGUARDANT HEALTH INC$10,8720.01%174CommonSOLE
00123Q104AGNCAGNC INVT CORP$10,8280.01%1,106CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$10,7820.01%439CommonSOLE
63947X101NCNONCINO INC$10,6810.01%394CommonSOLE
617700109MORNMORNINGSTAR INC$10,6720.01%46CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$10,4990.01%40CommonSOLE
55336V100MPLXMPLX LP$10,3930.01%208CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$10,3530.01%13CommonSOLE
032654105ADIANALOG DEVICES INC$10,3190.01%42CommonSOLE
45782C631IOCTINNOVATOR ETFS TRUST$10,0460.01%294CommonSOLE
464287309IVWISHARES TR$9,8990.01%82CommonSOLE
464286608EZUISHARES INC$9,7870.01%158CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$9,7690.01%19CommonSOLE
46432F396MTUMISHARES TR$9,7450.01%38CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$9,7110.01%45CommonSOLE
68278B107K4FONESTREAM INC$9,6200.01%522CommonSOLE
03945R102ACHRARCHER AVIATION INC$9,5800.01%1,000CommonSOLE
988498101YUMYUM BRANDS INC$9,4240.01%62CommonSOLE
464287861IEVISHARES TR$9,3640.01%143CommonSOLE
775711104ROLROLLINS INC$9,2810.01%158CommonSOLE
78463X772DWXSPDR INDEX SHS FDS$9,2660.01%217CommonSOLE
N3167Y103RACEFERRARI N V$9,2190.01%19CommonSOLE
237266101DARDARLING INGREDIENTS INC$9,1070.01%295CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$9,0960.01%608CommonSOLE
37960A529SHLDGLOBAL X FDS$9,0610.01%129CommonSOLE
852234103XYZBLOCK INC$8,9610.01%124CommonSOLE
303075105FDSFACTSET RESH SYS INC$8,8910.01%31CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$8,8120.01%436CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$8,8120.01%35CommonSOLE
37045V100GMGENERAL MTRS CO$8,7800.01%144CommonSOLE
244199105DEDEERE CO$8,6880.01%19CommonSOLE
28852N109EFCELLINGTON FINANCIAL INC$8,6710.01%668CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$8,5950.01%79CommonSOLE
053611109AVYAVERY DENNISON CORP$8,5950.01%53CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$8,4930.01%300CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$8,4350.01%70CommonSOLE
92189F536MLNVANECK ETF TRUST$8,3900.01%480CommonSOLE
00888H703JANTAIM ETF PRODUCTS TRUST$8,3130.01%209CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$8,2910.01%100CommonSOLE
459506101IFFINTERNATIONAL FLAVORS FRAGRA$8,2460.01%134CommonSOLE
46434G863ESGEISHARES INC$8,1630.01%188CommonSOLE
370334104GISGENERAL MLS INC$7,9660.01%158CommonSOLE
464288679SHVISHARES TR$7,9550.01%72CommonSOLE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$7,9230.01%556CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$7,8130.01%23CommonSOLE
654106103NKENIKE INC$7,7400.01%111CommonSOLE
78163D100RWAYRUNWAY GROWTH FINANCE CORP$7,6300.01%751CommonSOLE
422806208HEI/AHEICO CORP NEW$7,6250.01%30CommonSOLE
65339F101NEENEXTERA ENERGY INC$7,5490.01%100CommonSOLE
216648501COOCOOPER COS INC$7,4730.01%109CommonSOLE
256746108DLTRDOLLAR TREE INC$7,4550.01%79CommonSOLE
69374H881COWZPACER FDS TR$7,4140.01%129CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$7,3880.01%8CommonSOLE
921932869IVOGVANGUARD ADMIRAL FDS INC$7,2880.01%61CommonSOLE
16115Q308GTLSCHART INDS INC$7,2050.01%36CommonSOLE
03674X106ARANTERO RESOURCES CORP$7,1820.01%214CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$7,1640.01%126CommonSOLE

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.