MondegarAI
Financial Network Wealth Advisors LLC

Q4 2025 · 13F-HR

Financial Network Wealth Advisors LLCholdings as filed

Filed 2026-02-13 · accession 0002012031-26-000001

$96.0M
Reported value
833
Positions
2025-12-31
Period end
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The Brief · Financial Network Wealth Advisors LLC · Q4 2025

AI · grounded in 13F

Financial Network Wealth Advisors LLC significantly increased its position in EIPI, growing the share count by 1403.94%. The fund also accumulated shares in PSFF and HGER, while adding 250 new positions to its portfolio. On the sell side, the fund closed its position in Unilever PLC and trimmed holdings in GLDM and VT.

Holdings as filed

First 500 of 833

CUSIPTickerIssuerValue% port.SharesClassVoting
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$10.3M10.7%299,499CommonSOLE
37960A438CLIPGLOBAL X FDS$5.8M6.02%57,730CommonSOLE
78464A409SPYGSPDR SER TR$3.2M3.33%29,927CommonSOLE
78468R663BILSPDR SER TR$3.2M3.28%34,472CommonSOLE
037833100AAPLAPPLE INC$2.7M2.79%9,863CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$2.2M2.31%49,852CommonSOLE
78464A508SPYVSPDR SER TR$2.0M2.11%35,595CommonSOLE
45783Y814BUFFINNOVATOR ETFS TRUST$2.0M2.06%39,636CommonSOLE
594918104MSFTMICROSOFT CORP$1.9M1.98%3,932CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$1.7M1.79%36,790CommonSOLE
464287200IVVISHARES TR$1.3M1.33%1,864CommonSOLE
92189H409HYDVANECK ETF TRUST$1.2M1.23%23,005CommonSOLE
580135101MCDMCDONALDS CORP$1.1M1.17%3,663CommonSOLE
33740U760BUFTFIRST TR EXCHNG TRADED FD VI$1.1M1.14%44,664CommonSOLE
69374H568PSFFPACER FDS TR$1.1M1.14%33,708CommonSOLE
00287Y109ABBVABBVIE INC$907,4060.95%3,971CommonSOLE
02079K305GOOGLALPHABET INC$861,3760.90%2,752CommonSOLE
78468R853SPSMSPDR SER TR$822,7680.86%17,558CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$812,7850.85%1,617CommonSOLE
464287440IEFISHARES TR$807,6480.84%8,399CommonSOLE
67066G104NVDANVIDIA CORPORATION$767,0850.80%4,113CommonSOLE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$734,0400.76%11,137CommonSOLE
30231G102XOMEXXON MOBIL CORP$723,8290.75%6,015CommonSOLE
46429B747STIPISHARES TR$701,9860.73%6,856CommonSOLE
69374H576PSFDPACER FDS TR$691,9430.72%18,516CommonSOLE
46434V407SHYGISHARES TR$672,5870.70%15,689CommonSOLE
921909768VXUSVANGUARD STAR FDS$618,5330.64%8,199CommonSOLE
98149E303GLDMWORLD GOLD TR$582,8210.61%6,827CommonSOLE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$581,7730.61%21,140CommonSOLE
78464A383SPMBSPDR SER TR$531,7290.55%23,722CommonSOLE
023135106AMZNAMAZON COM INC$523,0380.54%2,266CommonSOLE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$522,0260.54%12,642CommonSOLE
78464A201SLYGSPDR SER TR$517,7000.54%5,496CommonSOLE
41151J505HGERHARBOR ETF TRUST$513,7000.54%20,697CommonSOLE
002824100ABTABBOTT LABS$504,9440.53%4,030CommonSOLE
69374H469PSFJPACER FDS TR$488,7750.51%14,736CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$479,8180.50%3,343CommonSOLE
833034101SNASNAP ON INC$470,4430.49%1,365CommonSOLE
78464A821MDYGSPDR SER TR$458,0230.48%4,955CommonSOLE
78464A839MDYVSPDR SER TR$450,9060.47%5,327CommonSOLE
09789C788XHLFBONDBLOXX ETF TRUST$439,3360.46%8,743CommonSOLE
46429B267GOVTISHARES TR$438,5350.46%19,046CommonSOLE
032095101APHAMPHENOL CORP NEW$418,0120.44%3,093CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$415,1490.43%4,957CommonSOLE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$406,8200.42%8,330CommonSOLE
78464A664SPTLSPDR SER TR$403,4290.42%15,241CommonSOLE
78468R622JNKSPDR SER TR$399,8250.42%4,113CommonSOLE
45782C367IAPRINNOVATOR ETFS TRUST$379,9800.40%12,321CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$370,7400.39%5,868CommonSOLE
69374H451PSFOPACER FDS TR$370,4720.39%11,434CommonSOLE
191216100KOCOCA COLA CO$364,6510.38%5,216CommonSOLE
949746101WMT2WELLS FARGO CO NEW$360,5910.38%3,869CommonSOLE
00888H877SIXOAIM ETF PRODUCTS TRUST$358,9000.37%10,334CommonSOLE
45783Y855BALTINNOVATOR ETFS TRUST$357,2500.37%10,661CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$347,6750.36%609CommonSOLE
45782C870PAPRINNOVATOR ETFS TRUST$347,1900.36%8,875CommonSOLE
78464A474SPSBSPDR SER TR$342,7100.36%11,348CommonSOLE
46429B598INDAISHARES TR$332,4620.35%6,151CommonSOLE
75513E101RTXRTX CORPORATION$326,4520.34%1,780CommonSOLE
45782C664BSEPINNOVATOR ETFS TRUST$325,0500.34%6,600CommonSOLE
88579Y101MMM3M CO$316,9980.33%1,980CommonSOLE
92826C839VVISA INC$306,1700.32%873CommonSOLE
45782C797POCTINNOVATOR ETFS TRUST$304,9800.32%6,944CommonSOLE
45782C342KAPRINNOVATOR ETFS TRUST$303,4180.32%8,637CommonSOLE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$301,9790.31%5,900CommonSOLE
45783Y475EALTINNOVATOR ETFS TRUST$300,6360.31%8,519CommonSOLE
02079K107GOOGALPHABET INC$298,6850.31%952CommonSOLE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$298,2270.31%7,181CommonSOLE
931142103WMTWALMART INC$296,9330.31%2,665CommonSOLE
26923G707NFLTETFIS SER TR I$295,4420.31%12,823CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$293,8930.31%7,216CommonSOLE
45782C813PJULINNOVATOR ETFS TRUST$287,1700.30%6,185CommonSOLE
78463V107GLDSPDR GOLD TR$286,1360.30%722CommonSOLE
166764100CVXCHEVRON CORP NEW$280,7390.29%1,842CommonSOLE
78464A300SLYVSPDR SER TR$271,8180.28%2,988CommonSOLE
68389X105ORCLORACLE CORP$252,2140.26%1,294CommonSOLE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$242,6540.25%12,212CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$241,3540.25%1,711CommonSOLE
74316P645CSMDPROFESIONALLY MANAGED PORTFO$238,0040.25%7,527CommonSOLE
30303M102METAMETA PLATFORMS INC$237,7440.25%360CommonSOLE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$235,2930.25%5,297CommonSOLE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$233,3510.24%4,407CommonSOLE
478160104JNJJOHNSON JOHNSON$221,4370.23%1,070CommonSOLE
11135F101AVGOBROADCOM INC$221,1580.23%639CommonSOLE
532457108LLYELI LILLY CO$220,3090.23%205CommonSOLE
45782C359EAPRINNOVATOR ETFS TRUST$216,3940.23%7,286CommonSOLE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$210,7870.22%5,369CommonSOLE
45782C821UOCTINNOVATOR ETFS TRUST$203,3700.21%5,209CommonSOLE
45782C383PMARINNOVATOR ETFS TRUST$203,0470.21%4,518CommonSOLE
437076102HDHOME DEPOT INC$200,3110.21%582CommonSOLE
45782C508PJANINNOVATOR ETFS TRUST$197,2960.21%4,196CommonSOLE
46428Q109SLVISHARES SILVER TR$194,4200.20%3,018CommonSOLE
33740F748FMAYFIRST TR EXCHNG TRADED FD VI$190,3890.20%3,562CommonSOLE
147528103CASYCASEYS GEN STORES INC$186,8290.19%338CommonSOLE
46625H100JPMJPMORGAN CHASE CO$185,5990.19%576CommonSOLE
45782C474KJANINNOVATOR ETFS TRUST$185,3960.19%4,476CommonSOLE
872540109TJXTJX COS INC NEW$184,6390.19%1,202CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$178,4200.19%665CommonSOLE
464287176TIPISHARES TR$176,7350.18%1,608CommonSOLE
33740U661GJULFIRST TR EXCHNG TRADED FD VI$175,6550.18%4,250CommonSOLE
254687106DISDISNEY WALT CO$173,9540.18%1,529CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$171,8160.18%199CommonSOLE
464287671IUSGISHARES TR$170,2910.18%1,014CommonSOLE
747525103QCOMQUALCOMM INC$166,8100.17%975CommonSOLE
33740U208FJULFIRST TR EXCHNG TRADED FD VI$166,7410.17%2,982CommonSOLE
45782C680PAUGINNOVATOR ETFS TRUST$162,6630.17%3,761CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$162,5240.17%1,062CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$162,3570.17%501CommonSOLE
88160R101TSLATESLA INC$161,8990.17%360CommonSOLE
461202103INTUINTUIT$160,3160.17%242CommonSOLE
45782C656PSEPINNOVATOR ETFS TRUST$159,9660.17%3,659CommonSOLE
46435U853USHYISHARES TR$158,2870.16%4,233CommonSOLE
922908744VTVVANGUARD INDEX FDS$158,1330.16%828CommonSOLE
717081103PFEPFIZER INC$156,5210.16%6,286CommonSOLE
78462F103SPYSPDR S P 500 ETF TR$154,7960.16%227CommonSOLE
G5960L103MDTMEDTRONIC PLC$154,3680.16%1,607CommonSOLE
670100205NVONOVO NORDISK A S$152,9450.16%3,006CommonSOLE
12572Q105CMECME GROUP INC$147,8520.15%541CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$146,6010.15%253CommonSOLE
311900104FASTFASTENAL CO$145,9880.15%3,638CommonSOLE
049560105ATOATMOS ENERGY CORP$145,9150.15%870CommonSOLE
45783Y541TJULINNOVATOR ETFS TRUST$142,3570.15%4,811CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$141,7170.15%2,818CommonSOLE
00206R102TAT T INC$141,4890.15%5,696CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$140,7060.15%475CommonSOLE
58933Y105MRKMERCK CO INC$139,9460.15%1,330CommonSOLE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$139,6160.15%2,102CommonSOLE
78409V104SPGIS P GLOBAL INC$137,9800.14%264CommonSOLE
45782C433BFEBINNOVATOR ETFS TRUST$136,8460.14%2,812CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE TRADED FD$135,2730.14%2,706CommonSOLE
N07059210ASMLASML HOLDING N V$134,8020.14%126CommonSOLE
760759100RSGREPUBLIC SVCS INC$133,5320.14%630CommonSOLE
92939U106WECWEC ENERGY GROUP INC$129,4650.13%1,228CommonSOLE
097023105BABOEING CO$128,1010.13%590CommonSOLE
45783Y111ZAUGINNOVATOR ETFS TRUST$126,6270.13%4,740CommonSOLE
742718109PGPROCTER AND GAMBLE CO$126,5810.13%883CommonSOLE
45782C375UMARINNOVATOR ETFS TRUST$125,6820.13%3,146CommonSOLE
45782C417PFEBINNOVATOR ETFS TRUST$125,2920.13%3,077CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$123,4660.13%2,441CommonSOLE
82509L107SHOPSHOPIFY INC$122,3370.13%760CommonSOLE
22052L104CTVACORTEVA INC$120,5460.13%1,798CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$119,6680.12%1,616CommonSOLE
45782C524IJANINNOVATOR ETFS TRUST$119,4360.12%3,303CommonSOLE
79466L302CRMSALESFORCE INC$117,8850.12%445CommonSOLE
17275R102CSCOCISCO SYS INC$117,8740.12%1,530CommonSOLE
713448108PEPPEPSICO INC$114,8160.12%800CommonSOLE
78468R101SPTSSPDR SER TR$114,0160.12%3,894CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$113,9860.12%443CommonSOLE
882508104TXNTEXAS INSTRS INC$113,8500.12%656CommonSOLE
863667101SYKSTRYKER CORPORATION$113,1870.12%322CommonSOLE
855244109SBUXSTARBUCKS CORP$112,2510.12%1,333CommonSOLE
631103108NDAQNASDAQ INC$111,1460.12%1,144CommonSOLE
172908105CTASCINTAS CORP$109,4740.11%582CommonSOLE
02072L607FRDMEA SERIES TRUST$108,6460.11%2,119CommonSOLE
942622200WSOWATSCO INC$108,5370.11%322CommonSOLE
872590104TMUST MOBILE US INC$108,3220.11%534CommonSOLE
45782C425UFEBINNOVATOR ETFS TRUST$107,5960.11%2,925CommonSOLE
98978V103ZTSZOETIS INC$106,9670.11%850CommonSOLE
45782C540PDECINNOVATOR ETFS TRUST$105,7170.11%2,437CommonSOLE
369550108GDGENERAL DYNAMICS CORP$105,7110.11%314CommonSOLE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$105,6620.11%928CommonSOLE
363576109AJGGALLAGHER ARTHUR J CO$105,3460.11%407CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$103,9210.11%796CommonSOLE
45782C300UJANINNOVATOR ETFS TRUST$103,9110.11%2,402CommonSOLE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$103,5510.11%2,702CommonSOLE
060505104BACBANK AMERICA CORP$103,5100.11%1,882CommonSOLE
45782C391BMARINNOVATOR ETFS TRUST$103,4970.11%1,951CommonSOLE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$101,7460.11%1,797CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$101,0600.11%2,021CommonSOLE
609207105MDLZMONDELEZ INTL INC$97,5740.10%1,813CommonSOLE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$97,5490.10%1,885CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$96,2800.10%730CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$96,0120.10%430CommonSOLE
78463X871GWXSPDR INDEX SHS FDS$95,1220.10%2,328CommonSOLE
45782C698BAUGINNOVATOR ETFS TRUST$93,8740.10%1,876CommonSOLE
45782C318PMAYINNOVATOR ETFS TRUST$93,8680.10%2,371CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$92,8970.10%377CommonSOLE
33739Q705KNGFIRST TR EXCHANGE TRADED FD$92,8440.10%1,889CommonSOLE
00888H752MAYWAIM ETF PRODUCTS TRUST$91,2440.10%2,720CommonSOLE
579780206MKCMCCORMICK CO INC$91,2320.10%1,339CommonSOLE
G8473T100STESTERIS PLC$89,4930.09%353CommonSOLE
29444U700EQIXEQUINIX INC$88,9100.09%116CommonSOLE
45782C805UAPRINNOVATOR ETFS TRUST$88,6430.09%2,705CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$88,5610.09%231CommonSOLE
548661107LOWLOWES COS INC$87,5410.09%363CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$87,3770.09%408CommonSOLE
64110L106NFLXNETFLIX INC$87,2910.09%931CommonSOLE
464287168DVYISHARES TR$86,2370.09%611CommonSOLE
718172109PMPHILIP MORRIS INTL INC$86,1350.09%537CommonSOLE
69374H477PSFMPACER FDS TR$85,5570.09%2,688CommonSOLE
45783Y103XDSQINNOVATOR ETFS TRUST$84,9460.09%2,041CommonSOLE
464287150ITOTISHARES TR$84,0100.09%565CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$81,8730.09%1,612CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$80,9710.08%1,791CommonSOLE
46654Q815JMSIJ P MORGAN EXCHANGE TRADED F$78,8950.08%1,566CommonSOLE
45783Y616APRJINNOVATOR ETFS TRUST$78,7290.08%3,194CommonSOLE
126650100CVSCVS HEALTH CORP$78,4080.08%988CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$77,6370.08%347CommonSOLE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$77,4040.08%1,580CommonSOLE
29414B104EPAMEPAM SYS INC$75,3960.08%368CommonSOLE
45782C839UJULINNOVATOR ETFS TRUST$75,2530.08%1,942CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$74,9750.08%14CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$74,9210.08%1,394CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$74,7490.08%1,636CommonSOLE
426281101JKHYHENRY JACK ASSOC INC$73,5620.08%403CommonSOLE
33740F136OCTMFIRST TR EXCHNG TRADED FD VI$73,4430.08%2,249CommonSOLE
46435G516ESGDISHARES TR$73,0790.08%769CommonSOLE
969457100WMBWILLIAMS COS INC$72,4330.08%1,205CommonSOLE
464287721IYWISHARES TR$72,0840.08%361CommonSOLE
33740U570JULMFIRST TR EXCHNG TRADED FD VI$71,9070.07%2,140CommonSOLE
33740U695GOCTFIRST TR EXCHNG TRADED FD VI$71,4690.07%1,819CommonSOLE
45782C557BDECINNOVATOR ETFS TRUST$71,4160.07%1,441CommonSOLE
464287432TLTISHARES TR$70,8610.07%813CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$70,5990.07%1,702CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$70,4040.07%401CommonSOLE
00888H661SIXPAIM ETF PRODUCTS TRUST$70,1460.07%2,223CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$69,9530.07%683CommonSOLE
00130H105AESAES CORP$69,5060.07%4,847CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$69,3230.07%390CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$69,2880.07%431CommonSOLE
45782C573PNOVINNOVATOR ETFS TRUST$69,1880.07%1,656CommonSOLE
038222105AMATAPPLIED MATLS INC$69,1300.07%269CommonSOLE
438516106HONHONEYWELL INTL INC$69,0620.07%354CommonSOLE
617446448MSMORGAN STANLEY$68,3490.07%385CommonSOLE
45783Y608XDQQINNOVATOR ETFS TRUST$67,6920.07%1,712CommonSOLE
219350105GLWCORNING INC$67,4230.07%770CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$67,3520.07%1,412CommonSOLE
69331C108PCGPG E CORP$66,6670.07%4,149CommonSOLE
125523100CITHE CIGNA GROUP$64,9540.07%236CommonSOLE
26875P101EOGEOG RES INC$64,9350.07%618CommonSOLE
003263100GLTRABRDN PRECIOUS METALS BASKET$64,7640.07%315CommonSOLE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$64,4800.07%1,176CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$64,1910.07%2,447CommonSOLE
025816109AXPAMERICAN EXPRESS CO$64,0860.07%173CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$63,8950.07%1,263CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$63,3180.07%1,532CommonSOLE
233051200DBEFDBX ETF TR$63,2650.07%1,315CommonSOLE
G87110105FTITECHNIPFMC PLC$62,8740.07%1,411CommonSOLE
172967424CCITIGROUP INC$62,7790.07%538CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$61,1590.06%622CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$60,8400.06%441CommonSOLE
33738D309FTSLFIRST TR EXCHANGE TRADED FD$60,4700.06%1,318CommonSOLE
464288281EMBISHARES TR$60,4240.06%628CommonSOLE
92189F411BIZDVANECK ETF TRUST$60,0660.06%4,236CommonSOLE
45783Y301XBAPINNOVATOR ETFS TRUST$59,7060.06%1,544CommonSOLE
33740U406DDECFIRST TR EXCHNG TRADED FD VI$59,1580.06%1,312CommonSOLE
038923108ABRARBOR REALTY TRUST INC$58,3940.06%7,525CommonSOLE
81762P102NOWSERVICENOW INC$58,2120.06%380CommonSOLE
33740F516GJANFIRST TR EXCHNG TRADED FD VI$57,6810.06%1,348CommonSOLE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$57,5930.06%1,117CommonSOLE
33740U687GNOVFIRST TR EXCHNG TRADED FD VI$57,1570.06%1,439CommonSOLE
369604301GEGE AEROSPACE$56,9860.06%185CommonSOLE
46138M109FXBINVESCO CURRENCYSHARES BRIT$56,8310.06%438CommonSOLE
78464A359CWBSPDR SER TR$56,7310.06%636CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$56,4630.06%660CommonSOLE
45782C722IJULINNOVATOR ETFS TRUST$56,3600.06%1,682CommonSOLE
88033G407THCTENET HEALTHCARE CORP$56,2380.06%283CommonSOLE
78468R523BILSSPDR SER TR$55,7620.06%562CommonSOLE
464287242LQDISHARES TR$55,6460.06%505CommonSOLE
464288513HYGISHARES TR$55,3120.06%686CommonSOLE
69344A206PHYLPGIM ETF TR$55,2070.06%1,556CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$54,0470.06%1,061CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$53,4230.06%186CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$53,1820.06%971CommonSOLE
907818108UNPUNION PAC CORP$52,7410.05%228CommonSOLE
58733R102MELIMERCADOLIBRE INC$52,3710.05%26CommonSOLE
45782C599KOCTINNOVATOR ETFS TRUST$52,2900.05%1,553CommonSOLE
464288877EFVISHARES TR$52,0580.05%729CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$51,6750.05%958CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$51,5080.05%156CommonSOLE
46090E103QQQINVESCO QQQ TR$50,3750.05%82CommonSOLE
00888H208APRWAIM ETF PRODUCTS TRUST$50,3730.05%1,445CommonSOLE
464288414MUBISHARES TR$50,2350.05%469CommonSOLE
46434V381XTISHARES TR$50,2130.05%720CommonSOLE
29250N105ENBENBRIDGE INC$49,5040.05%1,035CommonSOLE
464287804IJRISHARES TR$49,2740.05%410CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$48,7070.05%86CommonSOLE
45784N304KSEPINNOVATOR ETFS TRUST$47,6640.05%1,709CommonSOLE
052769106ADSKAUTODESK INC$47,0660.05%159CommonSOLE
55354G100MSCIMSCI INC$46,4920.05%81CommonSOLE
780259305SHELSHELL PLC$46,0720.05%627CommonSOLE
15135B101CNCCENTENE CORP DEL$45,5940.05%1,108CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$44,8830.05%99CommonSOLE
46434G863ESGEISHARES INC$44,6560.05%1,011CommonSOLE
33740F433GJUNFIRST TR EXCHNG TRADED FD VI$44,0750.05%1,113CommonSOLE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$43,9290.05%1,073CommonSOLE
922908363VOOVANGUARD INDEX FDS$43,8990.05%70CommonSOLE
149123101CATCATERPILLAR INC$43,5380.05%76CommonSOLE
03831W108APPAPPLOVIN CORP$43,1240.04%64CommonSOLE
56035L104MAINMAIN STR CAP CORP$42,7640.04%708CommonSOLE
45168D104IDXXIDEXX LABS INC$42,6210.04%63CommonSOLE
126408103CSXCSX CORP$42,2310.04%1,165CommonSOLE
59156R108METMETLIFE INC$41,9170.04%531CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$40,6190.04%426CommonSOLE
871607107SNPSSYNOPSYS INC$40,3960.04%86CommonSOLE
375558103GILDGILEAD SCIENCES INC$40,2590.04%328CommonSOLE
45782C649USEPINNOVATOR ETFS TRUST$39,8030.04%1,012CommonSOLE
45784N700ZOCTINNOVATOR ETFS TRUST$39,2870.04%1,464CommonSOLE
83444M101SOLVSOLVENTUM CORP$39,1450.04%494CommonSOLE
45784N106ZSEPINNOVATOR ETFS TRUST$38,6700.04%1,444CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$38,4830.04%227CommonSOLE
33740F458GAPRFIRST TR EXCHNG TRADED FD VI$38,4730.04%962CommonSOLE
G0403H108AONAON PLC$38,4640.04%109CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$38,2100.04%79CommonSOLE
922908629VOVANGUARD INDEX FDS$37,6700.04%130CommonSOLE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$37,6030.04%659CommonSOLE
69374H857CALFPACER FDS TR$37,4930.04%845CommonSOLE
46654Q781JPEFJ P MORGAN EXCHANGE TRADED F$37,4930.04%502CommonSOLE
053332102AZOAUTOZONE INC$37,3070.04%11CommonSOLE
45784N882APOCINNOVATOR ETFS TRUST$37,2870.04%1,423CommonSOLE
46435U218SUSLISHARES TR$36,6430.04%302CommonSOLE
922908751VBVANGUARD INDEX FDS$36,4090.04%141CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$36,1630.04%414CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$35,4620.04%434CommonSOLE
00724F101ADBEADOBE INC$35,3490.04%101CommonSOLE
464287655IWMISHARES TR$35,2010.04%143CommonSOLE
56585A102MPCMARATHON PETE CORP$34,9650.04%215CommonSOLE
45782C730UJUNINNOVATOR ETFS TRUST$34,8610.04%932CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$34,1180.04%445CommonSOLE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$33,9370.04%715CommonSOLE
45782C276NJULINNOVATOR ETFS TRUST$33,2600.03%458CommonSOLE
921943858VEAVANGUARD TAX MANAGED FDS$33,0440.03%529CommonSOLE
45783Y889XBJLINNOVATOR ETFS TRUST$32,2490.03%843CommonSOLE
45783Y848XBOCINNOVATOR ETFS TRUST$32,2460.03%961CommonSOLE
45783Y780XBJAINNOVATOR ETFS TRUST$32,1620.03%1,006CommonSOLE
67576A100OCULOCULAR THERAPEUTIX INC$32,0250.03%2,638CommonSOLE
25243Q205DEODIAGEO PLC$31,8340.03%369CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$31,8310.03%806CommonSOLE
46140H502DBPINVESCO DB MULTI SECTOR COMM$31,5630.03%307CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$30,5680.03%401CommonSOLE
009066101ABNBAIRBNB INC$30,5370.03%225CommonSOLE
45782C631IOCTINNOVATOR ETFS TRUST$30,4330.03%873CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$30,4040.03%196CommonSOLE
45782C623EOCTINNOVATOR ETFS TRUST$30,3310.03%958CommonSOLE
902973304USBUS BANCORP DEL$29,9350.03%561CommonSOLE
209115104EDCONSOLIDATED EDISON INC$29,7960.03%300CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$29,7710.03%300CommonSOLE
45784N833KDECINNOVATOR ETFS TRUST$29,6040.03%1,159CommonSOLE
85210B201SGDJSPROTT ETF TRUST$29,0250.03%345CommonSOLE
94106L109WMWASTE MGMT INC DEL$29,0020.03%132CommonSOLE
22160N109CSGPCOSTAR GROUP INC$28,9130.03%430CommonSOLE
031100100AMEAMETEK INC$28,7750.03%140CommonSOLE
380237107GDDYGODADDY INC$28,6620.03%231CommonSOLE
45782C789BJULINNOVATOR ETFS TRUST$28,5800.03%563CommonSOLE
00888H646SIXDAIM ETF PRODUCTS TRUST$28,4860.03%986CommonSOLE
464286608EZUISHARES INC$28,1400.03%439CommonSOLE
67092P805NUDMNUSHARES ETF TR$28,1350.03%777CommonSOLE
45783Y251ZJULINNOVATOR ETFS TRUST$27,9310.03%961CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$27,8920.03%100CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$27,8000.03%172CommonSOLE
464287309IVWISHARES TR$27,7340.03%225CommonSOLE
20825C104COPCONOCOPHILLIPS$27,2410.03%291CommonSOLE
464287861IEVISHARES TR$26,8230.03%391CommonSOLE
78463X772DWXSPDR INDEX SHS FDS$26,6690.03%607CommonSOLE
075887109BDXBECTON DICKINSON CO$26,6070.03%137CommonSOLE
95040Q104WELLWELLTOWER INC$26,3570.03%142CommonSOLE
46432F396MTUMISHARES TR$26,2830.03%105CommonSOLE
921910733ESGVVANGUARD WORLD FD$26,2480.03%217CommonSOLE
464288158SUBISHARES TR$25,9120.03%243CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$25,7860.03%220CommonSOLE
20030N101CMCSACOMCAST CORP NEW$25,5260.03%854CommonSOLE
217204106CPRTCOPART INC$25,0560.03%640CommonSOLE
46284V101IRMIRON MTN INC DEL$24,8850.03%300CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$24,7000.03%32CommonSOLE
88076W103TDCTERADATA CORP DEL$24,3220.03%799CommonSOLE
36828A101GEVGE VERNOVA INC$24,1820.03%37CommonSOLE
682680103OKEONEOK INC NEW$24,1080.03%328CommonSOLE
45782C888BAPRINNOVATOR ETFS TRUST$23,9420.02%499CommonSOLE
009158106APDAIR PRODS CHEMS INC$23,7140.02%96CommonSOLE
33738D788FTCBFIRST TR EXCHANGE TRADED FD$23,4800.02%1,106CommonSOLE
45782C771BOCTINNOVATOR ETFS TRUST$23,1310.02%468CommonSOLE
H1467J104CBCHUBB LIMITED$23,0970.02%74CommonSOLE
871829107SYYSYSCO CORP$22,9910.02%312CommonSOLE
40131M109GHGUARDANT HEALTH INC$22,8790.02%224CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$22,5120.02%139CommonSOLE
G29183103ETNEATON CORP PLC$22,2960.02%70CommonSOLE
33738D762CAAAFIRST TR EXCHANGE TRADED FD$22,2840.02%1,087CommonSOLE
45782C581BNOVINNOVATOR ETFS TRUST$22,2320.02%500CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$22,1940.02%447CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$22,1640.02%243CommonSOLE
09073M104TECHBIO TECHNE CORP$21,8770.02%372CommonSOLE
45784N866KNOVINNOVATOR ETFS TRUST$21,7800.02%765CommonSOLE
571903202MARMARRIOTT INTL INC NEW$21,0960.02%68CommonSOLE
464287234EEMISHARES TR$20,8990.02%382CommonSOLE
45782C748PJUNINNOVATOR ETFS TRUST$20,7310.02%495CommonSOLE
92840M102VSTVISTRA CORP$20,6500.02%128CommonSOLE
922908769VTIVANGUARD INDEX FDS$20,5850.02%61CommonSOLE
33740U679GDECFIRST TR EXCHNG TRADED FD VI$20,0820.02%531CommonSOLE
831865209AOSSMITH A O CORP$20,0640.02%300CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$19,9840.02%486CommonSOLE
59522J103MAAMID AMER APT CMNTYS INC$19,7250.02%142CommonSOLE
66987V109NVSNOVARTIS AG$19,1640.02%139CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$19,0710.02%49CommonSOLE
22822V101CCICROWN CASTLE INC$18,9940.02%214CommonSOLE
422806109HEIHEICO CORP NEW$18,7680.02%58CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$18,6450.02%117CommonSOLE
03674X106ARANTERO RESOURCES CORP$18,6080.02%540CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$18,4780.02%64CommonSOLE
03076C106AMPAMERIPRISE FINL INC$18,1430.02%37CommonSOLE
866674104SUISUN CMNTYS INC$18,0610.02%146CommonSOLE
464287507IJHISHARES TR$17,4900.02%265CommonSOLE
494368103KMBKIMBERLY CLARK CORP$17,4540.02%173CommonSOLE
11271J107BNBROOKFIELD CORP$17,3920.02%379CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$17,3840.02%174CommonSOLE
33733E849BGLDFIRST TR EXCHANGE TRADED FD$17,1100.02%1,000CommonSOLE
053611109AVYAVERY DENNISON CORP$17,0970.02%94CommonSOLE
056525108BMIBADGER METER INC$16,9240.02%97CommonSOLE
45782C292UMAYINNOVATOR ETFS TRUST$16,8970.02%462CommonSOLE
032654105ADIANALOG DEVICES INC$16,8140.02%62CommonSOLE
37045V100GMGENERAL MTRS CO$16,7520.02%206CommonSOLE
842587107SOSOUTHERN CO$16,7420.02%192CommonSOLE
33740F730DMAYFIRST TR EXCHNG TRADED FD VI$16,6480.02%368CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$16,5970.02%398CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$16,3860.02%1,009CommonSOLE
464288661IEIISHARES TR$16,2320.02%136CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$16,1670.02%355CommonSOLE
441593100HLIHOULIHAN LOKEY INC$16,0790.02%92CommonSOLE
803054204SAPSAP SE$16,0320.02%66CommonSOLE
231561101CWCURTISS WRIGHT CORP$15,9870.02%29CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$15,9380.02%34CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$15,4200.02%142CommonSOLE
74347R842UWMPROSHARES TR$15,3290.02%326CommonSOLE
835699307SONYSONY GROUP CORP$15,2580.02%596CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$15,1990.02%102CommonSOLE
237266101DARDARLING INGREDIENTS INC$15,0840.02%419CommonSOLE
45783Y756BUFBINNOVATOR ETFS TRUST$14,8370.02%405CommonSOLE
143658300CCL1EURCARNIVAL CORP$14,7510.02%483CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$14,7300.02%424CommonSOLE
29273V100ETENERGY TRANSFER L P$14,5390.02%882CommonSOLE
046353108AZNNASTRAZENECA PLC$14,5250.02%158CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$13,8650.01%154CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$13,8020.01%193CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$13,6990.01%22CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$13,6980.01%74CommonSOLE
33738D879RDVIFIRST TR EXCHANGE TRADED FD$13,5660.01%517CommonSOLE
337738108FISVFISERV INC$13,2320.01%197CommonSOLE
70806A106PFLTPENNANTPARK FLOATING RATE CA$13,2190.01%1,426CommonSOLE
46090F308PDBAINVESCO ACTVELY MNGD ETC FD$13,1920.01%388CommonSOLE
92204A702VGTVANGUARD WORLD FD$12,8140.01%17CommonSOLE
35473M105FGDLFRANKLIN TEMPLETON HOLDINGS$12,7300.01%221CommonSOLE
624758108MWAMUELLER WTR PRODS INC$12,7150.01%534CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$12,5690.01%109CommonSOLE
784117103SEICSEI INVTS CO$12,4670.01%152CommonSOLE
18915M107NETCLOUDFLARE INC$12,4200.01%63CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$12,3650.01%553CommonSOLE
33736G106FANFIRST TR EXCHANGE TRADED FD$12,2820.01%600CommonSOLE
45782C326BMAYINNOVATOR ETFS TRUST$12,1900.01%272CommonSOLE
370334104GISGENERAL MLS INC$11,9040.01%256CommonSOLE
00123Q104AGNCAGNC INVT CORP$11,8560.01%1,106CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$11,7500.01%265CommonSOLE
00888H786FEBWAIM ETF PRODUCTS TRUST$11,7170.01%345CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$11,4270.01%13CommonSOLE
65339F101NEENEXTERA ENERGY INC$11,3190.01%141CommonSOLE
45782C516EJANINNOVATOR ETFS TRUST$11,2180.01%332CommonSOLE
55336V100MPLXMPLX LP$11,1670.01%209CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$11,0140.01%40CommonSOLE
29084Q100EMEEMCOR GROUP INC$11,0120.01%18CommonSOLE
749607107RLIRLI CORP$10,9350.01%171CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$10,8950.01%24CommonSOLE
988498101YUMYUM BRANDS INC$10,5900.01%70CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$10,5840.01%205CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$10,5450.01%439CommonSOLE
74340W103PLDPROLOGIS INC$10,4680.01%82CommonSOLE
055622104BPBP PLC$10,3840.01%299CommonSOLE
38526M106LOPEGRAND CANYON ED INC$10,3110.01%62CommonSOLE
756109104OREALTY INCOME CORP$10,2590.01%182CommonSOLE
244199105DEDEERE CO$10,2430.01%22CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$10,1100.01%18CommonSOLE
29287L205PWRDTCW ETF TRUST$10,0960.01%105CommonSOLE
452327109ILMNILLUMINA INC$9,9680.01%76CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$9,8900.01%45CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$9,7490.01%436CommonSOLE
256746108DLTRDOLLAR TREE INC$9,7180.01%79CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$9,6480.01%48CommonSOLE
252131107DXCMDEXCOM INC$9,4910.01%143CommonSOLE
775711104ROLROLLINS INC$9,4830.01%158CommonSOLE
40434L105HPQHP INC$9,4690.01%425CommonSOLE
81141R100SESEA LTD$9,4400.01%74CommonSOLE
216648501COOCOOPER COS INC$9,1800.01%112CommonSOLE
852234103XYZBLOCK INC$9,1780.01%141CommonSOLE
28852N109EFCELLINGTON FINANCIAL INC$9,0710.01%668CommonSOLE
459506101IFFINTERNATIONAL FLAVORS FRAGRA$9,0300.01%134CommonSOLE
74624M102PPURE STORAGE INC$8,9790.01%134CommonSOLE
464288802SUSAISHARES TR$8,9180.01%64CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$8,8210.01%100CommonSOLE
00888H703JANTAIM ETF PRODUCTS TRUST$8,6180.01%209CommonSOLE
92189F536MLNVANECK ETF TRUST$8,6080.01%491CommonSOLE
98138H101WDAYWORKDAY INC$8,5910.01%40CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$8,5230.01%70CommonSOLE
38747R710PTIRGRANITESHARES ETF TR$8,4740.01%317CommonSOLE
37960A529SHLDGLOBAL X FDS$8,3580.01%129CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$8,2470.01%300CommonSOLE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$8,1360.01%227CommonSOLE
00187Y100APGAPI GROUP CORP$8,0730.01%211CommonSOLE
654106103NKENIKE INC$7,9640.01%125CommonSOLE
464288679SHVISHARES TR$7,9310.01%72CommonSOLE
303075105FDSFACTSET RESH SYS INC$7,8350.01%27CommonSOLE
69374H881COWZPACER FDS TR$7,7620.01%129CommonSOLE
N3167Y103RACEFERRARI N V$7,7610.01%21CommonSOLE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$7,7340.01%556CommonSOLE

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.