MondegarAI
Financial Network Wealth Advisors LLC

Q1 2026 · 13F-HR

Financial Network Wealth Advisors LLCholdings as filed

Filed 2026-05-14 · accession 0002012031-26-000002

$97.7M
Reported value
772
Positions
2026-03-31
Period end
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The Brief · Financial Network Wealth Advisors LLC · Q1 2026

AI · grounded in 13F

Financial Network Wealth Advisors LLC increased its position in LMBS by 402.44%. The fund also accumulated shares of BIL by 96.35% and PSFF by 27.48%. On the sell side, the firm closed its positions in BBJP, reducing exposure by $734,040, and INDA, reducing exposure by $332,462.

Holdings as filed

First 500 of 772

CUSIPTickerIssuerValue% port.SharesClassVoting
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$10.0M10.3%296,963CommonSOLE
37960A438CLIPGLOBAL X FDS$6.3M6.43%62,645CommonSOLE
78468R663BILSPDR SER TR$6.2M6.35%67,686CommonSOLE
78464A409SPYGSPDR SER TR$3.2M3.23%32,263CommonSOLE
037833100AAPLAPPLE INC$2.5M2.54%9,782CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$2.5M2.51%53,778CommonSOLE
78464A508SPYVSPDR SER TR$2.1M2.19%37,832CommonSOLE
45783Y814BUFFINNOVATOR ETFS TRUST$1.9M1.96%38,759CommonSOLE
594918104MSFTMICROSOFT CORP$1.4M1.46%3,858CommonSOLE
69374H568PSFFPACER FDS TR$1.4M1.41%42,970CommonSOLE
464287200IVVISHARES TR$1.2M1.28%1,911CommonSOLE
33740U760BUFTFIRST TR EXCHNG TRADED FD VI$1.2M1.18%46,659CommonSOLE
580135101MCDMCDONALDS CORP$1.1M1.16%3,635CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.0M1.03%5,947CommonSOLE
78468R853SPSMSPDR SER TR$932,7210.95%19,303CommonSOLE
92189H409HYDVANECK ETF TRUST$931,6010.95%18,580CommonSOLE
464287440IEFISHARES TR$923,6680.95%9,678CommonSOLE
67066G104NVDANVIDIA CORPORATION$882,9970.90%5,063CommonSOLE
00287Y109ABBVABBVIE INC$859,6060.88%3,952CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$852,0640.87%18,164CommonSOLE
02079K305GOOGLALPHABET INC$777,8500.80%2,705CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$776,3040.79%1,620CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE TRADED FD$677,2170.69%13,596CommonSOLE
69374H576PSFDPACER FDS TR$669,0960.68%18,330CommonSOLE
46434V407SHYGISHARES TR$661,8550.68%15,643CommonSOLE
78464A383SPMBSPDR SER TR$585,7900.60%26,163CommonSOLE
78464A201SLYGSPDR SER TR$557,6310.57%5,771CommonSOLE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$519,0830.53%12,642CommonSOLE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$516,4370.53%19,227CommonSOLE
41151J505HGERHARBOR ETF TRUST$505,9280.52%16,315CommonSOLE
833034101SNASNAP ON INC$487,5260.50%1,342CommonSOLE
09789C788XHLFBONDBLOXX ETF TRUST$486,4390.50%9,665CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$480,2000.49%3,242CommonSOLE
69374H469PSFJPACER FDS TR$476,9950.49%14,606CommonSOLE
78464A821MDYGSPDR SER TR$471,6790.48%4,915CommonSOLE
46429B267GOVTISHARES TR$453,1600.46%19,780CommonSOLE
78464A839MDYVSPDR SER TR$451,9570.46%5,308CommonSOLE
023135106AMZNAMAZON COM INC$451,7380.46%2,169CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$439,8160.45%5,315CommonSOLE
98149E303GLDMWORLD GOLD TR$431,3790.44%4,654CommonSOLE
78464A664SPTLSPDR SER TR$426,4810.44%16,216CommonSOLE
921909768VXUSVANGUARD STAR FDS$410,9190.42%5,329CommonSOLE
191216100KOCOCA COLA CO$399,7320.41%5,256CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$398,7110.41%6,502CommonSOLE
78464A474SPSBSPDR SER TR$394,1270.40%13,107CommonSOLE
45782C367IAPRINNOVATOR ETFS TRUST$390,2060.40%12,321CommonSOLE
002824100ABTABBOTT LABS$382,9890.39%3,730CommonSOLE
166764100CVXCHEVRON CORP NEW$376,9720.39%1,822CommonSOLE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$375,3390.38%7,835CommonSOLE
45783Y855BALTINNOVATOR ETFS TRUST$369,1190.38%11,030CommonSOLE
032095101APHAMPHENOL CORP NEW$364,1700.37%2,882CommonSOLE
46429B747STIPISHARES TR$363,6600.37%3,516CommonSOLE
45783Y475EALTINNOVATOR ETFS TRUST$358,2040.37%10,664CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$354,2350.36%7,056CommonSOLE
69374H451PSFOPACER FDS TR$352,8330.36%11,134CommonSOLE
00888H877SIXOAIM ETF PRODUCTS TRUST$349,0830.36%10,334CommonSOLE
45782C870PAPRINNOVATOR ETFS TRUST$348,7670.36%8,763CommonSOLE
78468R622JNKSPDR SER TR$329,5640.34%3,443CommonSOLE
75513E101RTXRTX CORPORATION$328,8950.34%1,705CommonSOLE
931142103WMTWALMART INC$322,7890.33%2,597CommonSOLE
78463V107GLDSPDR GOLD TR$319,7050.33%743CommonSOLE
45782C664BSEPINNOVATOR ETFS TRUST$317,3510.32%6,600CommonSOLE
45782C342KAPRINNOVATOR ETFS TRUST$313,0910.32%8,637CommonSOLE
949746101WMT2WELLS FARGO CO NEW$308,2500.32%3,872CommonSOLE
30303M102METAMETA PLATFORMS INC$304,5040.31%532CommonSOLE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$294,8620.30%7,176CommonSOLE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$293,3480.30%5,900CommonSOLE
45782C797POCTINNOVATOR ETFS TRUST$293,1910.30%6,801CommonSOLE
26923G707NFLTETFIS SER TR I$291,7230.30%12,823CommonSOLE
78464A300SLYVSPDR SER TR$287,6180.29%3,041CommonSOLE
88579Y101MMM3M CO$287,5550.29%1,980CommonSOLE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$287,5250.29%12,785CommonSOLE
45782C813PJULINNOVATOR ETFS TRUST$275,4830.28%5,993CommonSOLE
92826C839VVISA INC$269,2960.28%891CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$260,8720.27%1,886CommonSOLE
02079K107GOOGALPHABET INC$250,4310.26%873CommonSOLE
88160R101TSLATESLA INC$238,2920.24%641CommonSOLE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$237,8650.24%5,297CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$233,1790.24%13,463CommonSOLE
147528103CASYCASEYS GEN STORES INC$230,7530.24%317CommonSOLE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$228,2080.23%4,407CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$224,8580.23%450CommonSOLE
478160104JNJJOHNSON JOHNSON$219,2630.22%897CommonSOLE
45782C359EAPRINNOVATOR ETFS TRUST$217,6770.22%7,285CommonSOLE
74316P645CSMDPROFESIONALLY MANAGED PORTFO$217,3960.22%7,079CommonSOLE
90290T809SDCIUSCF ETF TR$211,4100.22%7,761CommonSOLE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$207,8210.21%5,369CommonSOLE
45782C821UOCTINNOVATOR ETFS TRUST$205,1190.21%5,364CommonSOLE
45782C383PMARINNOVATOR ETFS TRUST$201,5930.21%4,518CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$200,5620.21%201CommonSOLE
45782C508PJANINNOVATOR ETFS TRUST$196,6980.20%4,264CommonSOLE
437076102HDHOME DEPOT INC$191,1350.20%581CommonSOLE
11135F101AVGOBROADCOM INC$190,0390.19%614CommonSOLE
64110L106NFLXNETFLIX INC$188,6460.19%1,962CommonSOLE
670100205NVONOVO NORDISK A S$188,4540.19%5,128CommonSOLE
33740F748FMAYFIRST TR EXCHNG TRADED FD VI$188,0740.19%3,562CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$187,8090.19%1,148CommonSOLE
45782C474KJANINNOVATOR ETFS TRUST$186,7480.19%4,476CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$181,3920.19%1,642CommonSOLE
717081103PFEPFIZER INC$179,5150.18%6,393CommonSOLE
872540109TJXTJX COS INC NEW$179,0240.18%1,121CommonSOLE
46625H100JPMJPMORGAN CHASE CO$177,6730.18%604CommonSOLE
00206R102TAT T INC$177,4480.18%6,121CommonSOLE
464287176TIPISHARES TR$177,2380.18%1,606CommonSOLE
33740U661GJULFIRST TR EXCHNG TRADED FD VI$173,3000.18%4,250CommonSOLE
12572Q105CMECME GROUP INC$173,0110.18%586CommonSOLE
45783Y673SFLRINNOVATOR ETFS TRUST$171,7030.18%4,849CommonSOLE
254687106DISDISNEY WALT CO$171,4600.18%1,779CommonSOLE
45782C524IJANINNOVATOR ETFS TRUST$168,6660.17%4,649CommonSOLE
33740U208FJULFIRST TR EXCHNG TRADED FD VI$163,1750.17%2,982CommonSOLE
922908744VTVVANGUARD INDEX FDS$162,4960.17%828CommonSOLE
097023105BABOEING CO$161,0150.16%809CommonSOLE
45782C680PAUGINNOVATOR ETFS TRUST$160,6700.16%3,761CommonSOLE
464287671IUSGISHARES TR$157,2820.16%1,014CommonSOLE
45782C656PSEPINNOVATOR ETFS TRUST$157,1260.16%3,649CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$152,6040.16%476CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$152,5200.16%3,028CommonSOLE
N07059210ASMLASML HOLDING N V$150,5750.15%114CommonSOLE
78462F103SPYSPDR S P 500 ETF TR$150,2290.15%231CommonSOLE
049560105ATOATMOS ENERGY CORP$148,6200.15%805CommonSOLE
78468R101SPTSSPDR SER TR$147,0090.15%5,038CommonSOLE
742718109PGPROCTER AND GAMBLE CO$143,7690.15%995CommonSOLE
46428Q109SLVISHARES SILVER TR$141,5270.14%2,077CommonSOLE
45783Y541TJULINNOVATOR ETFS TRUST$141,2590.14%4,811CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$140,5900.14%2,818CommonSOLE
G5960L103MDTMEDTRONIC PLC$140,3730.14%1,620CommonSOLE
22052L104CTVACORTEVA INC$139,6680.14%1,668CommonSOLE
311900104FASTFASTENAL CO$139,2060.14%3,000CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$135,6620.14%276CommonSOLE
45782C433BFEBINNOVATOR ETFS TRUST$134,1390.14%2,812CommonSOLE
92939U106WECWEC ENERGY GROUP INC$133,1130.14%1,150CommonSOLE
760759100RSGREPUBLIC SVCS INC$129,4640.13%591CommonSOLE
713448108PEPPEPSICO INC$126,8720.13%817CommonSOLE
45783Y111ZAUGINNOVATOR ETFS TRUST$126,2110.13%4,740CommonSOLE
532457108LLYELI LILLY CO$125,0890.13%136CommonSOLE
45782C375UMARINNOVATOR ETFS TRUST$125,0220.13%3,146CommonSOLE
45782C417PFEBINNOVATOR ETFS TRUST$123,3880.13%3,077CommonSOLE
882508104TXNTEXAS INSTRS INC$123,3370.13%635CommonSOLE
609207105MDLZMONDELEZ INTL INC$121,0940.12%2,101CommonSOLE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$120,7240.12%1,889CommonSOLE
79466L302CRMSALESFORCE INC$120,4020.12%645CommonSOLE
33738D788FTCBFIRST TR EXCHANGE TRADED FD$117,6480.12%5,613CommonSOLE
17275R102CSCOCISCO SYS INC$116,8710.12%1,506CommonSOLE
68389X105ORCLORACLE CORP$114,5990.12%779CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$112,8270.12%569CommonSOLE
46435U853USHYISHARES TR$112,6940.12%3,059CommonSOLE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$111,6770.11%2,832CommonSOLE
942622200WSOWATSCO INC$109,5610.11%301CommonSOLE
45782C300UJANINNOVATOR ETFS TRUST$108,6130.11%2,555CommonSOLE
29444U700EQIXEQUINIX INC$107,8820.11%110CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$107,5970.11%2,126CommonSOLE
45783Y103XDSQINNOVATOR ETFS TRUST$106,4810.11%2,690CommonSOLE
45782C425UFEBINNOVATOR ETFS TRUST$106,1780.11%2,925CommonSOLE
369550108GDGENERAL DYNAMICS CORP$106,0550.11%309CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$105,2570.11%434CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$105,1190.11%772CommonSOLE
78463X871GWXSPDR INDEX SHS FDS$104,3930.11%2,472CommonSOLE
45782C540PDECINNOVATOR ETFS TRUST$103,5730.11%2,437CommonSOLE
78409V104SPGIS P GLOBAL INC$102,5240.10%241CommonSOLE
45782C391BMARINNOVATOR ETFS TRUST$102,4050.10%1,951CommonSOLE
747525103QCOMQUALCOMM INC$101,0000.10%784CommonSOLE
872590104TMUST MOBILE US INC$100,9510.10%481CommonSOLE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$100,3630.10%1,797CommonSOLE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$99,8710.10%928CommonSOLE
718172109PMPHILIP MORRIS INTL INC$97,8810.10%592CommonSOLE
45782C805UAPRINNOVATOR ETFS TRUST$97,6410.10%2,926CommonSOLE
863667101SYKSTRYKER CORPORATION$95,3090.10%290CommonSOLE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$95,0230.10%1,885CommonSOLE
45782C318PMAYINNOVATOR ETFS TRUST$94,6980.10%2,371CommonSOLE
855244109SBUXSTARBUCKS CORP$94,3970.10%1,054CommonSOLE
060505104BACBANK AMERICA CORP$93,9900.10%1,928CommonSOLE
464287168DVYISHARES TR$92,5120.09%611CommonSOLE
33739Q705KNGFIRST TR EXCHANGE TRADED FD$92,0130.09%1,889CommonSOLE
00888H752MAYWAIM ETF PRODUCTS TRUST$91,9190.09%2,720CommonSOLE
548661107LOWLOWES COS INC$91,9130.09%389CommonSOLE
45782C698BAUGINNOVATOR ETFS TRUST$91,6380.09%1,876CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$91,5910.09%211CommonSOLE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$90,6760.09%2,175CommonSOLE
172908105CTASCINTAS CORP$90,5100.09%535CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$89,0190.09%469CommonSOLE
631103108NDAQNASDAQ INC$88,4880.09%1,042CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$88,2680.09%186CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$87,6340.09%1,791CommonSOLE
461202103INTUINTUIT$87,3500.09%202CommonSOLE
69374H477PSFMPACER FDS TR$87,1860.09%2,688CommonSOLE
438516106HONHONEYWELL INTL INC$86,3430.09%382CommonSOLE
038222105AMATAPPLIED MATLS INC$85,1060.09%249CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$84,3480.09%1,862CommonSOLE
125523100CITHE CIGNA GROUP$84,2930.09%316CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$84,0170.09%413CommonSOLE
26875P101EOGEOG RES INC$83,2010.09%576CommonSOLE
45783Y608XDQQINNOVATOR ETFS TRUST$83,0170.08%2,244CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$82,6500.08%551CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$82,5280.08%406CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$81,3420.08%904CommonSOLE
464287150ITOTISHARES TR$81,3280.08%571CommonSOLE
363576109AJGGALLAGHER ARTHUR J CO$80,1570.08%370CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$79,4840.08%178CommonSOLE
45782C839UJULINNOVATOR ETFS TRUST$79,0450.08%2,064CommonSOLE
025072687AVSFAMERICAN CENTY ETF TR$78,8580.08%1,685CommonSOLE
45783Y616APRJINNOVATOR ETFS TRUST$78,2540.08%3,194CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$76,6750.08%1,702CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$76,6650.08%692CommonSOLE
29414B104EPAMEPAM SYS INC$75,9590.08%561CommonSOLE
126650100CVSCVS HEALTH CORP$75,8420.08%1,056CommonSOLE
969457100WMBWILLIAMS COS INC$75,6910.08%1,040CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$75,3250.08%1,394CommonSOLE
278865100ECLECOLAB INC$74,2200.08%279CommonSOLE
78468R523BILSSPDR SER TR$74,1820.08%746CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$73,7350.08%444CommonSOLE
219350105GLWCORNING INC$73,7300.08%542CommonSOLE
82509L107SHOPSHOPIFY INC$73,3070.08%618CommonSOLE
33740F136OCTMFIRST TR EXCHNG TRADED FD VI$73,1600.07%2,249CommonSOLE
G8473T100STESTERIS PLC$72,0880.07%326CommonSOLE
33740U570JULMFIRST TR EXCHNG TRADED FD VI$71,8100.07%2,140CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$70,6020.07%683CommonSOLE
464287234EEMISHARES TR$70,4760.07%1,241CommonSOLE
33740U695GOCTFIRST TR EXCHNG TRADED FD VI$70,2620.07%1,819CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$69,9840.07%1,549CommonSOLE
69331C108PCGPG E CORP$69,8160.07%3,974CommonSOLE
33738D762CAAAFIRST TR EXCHANGE TRADED FD$69,5520.07%3,426CommonSOLE
00888H661SIXPAIM ETF PRODUCTS TRUST$69,4950.07%2,223CommonSOLE
45782C557BDECINNOVATOR ETFS TRUST$69,1690.07%1,441CommonSOLE
003263100GLTRABRDN PRECIOUS METALS BASKET$68,8970.07%315CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$68,8590.07%399CommonSOLE
45782C789BJULINNOVATOR ETFS TRUST$67,8710.07%1,366CommonSOLE
45782C573PNOVINNOVATOR ETFS TRUST$67,6640.07%1,656CommonSOLE
464287432TLTISHARES TR$67,5320.07%779CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$67,4750.07%259CommonSOLE
922908363VOOVANGUARD INDEX FDS$66,3280.07%111CommonSOLE
45782C888BAPRINNOVATOR ETFS TRUST$65,8290.07%1,344CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$65,5760.07%905CommonSOLE
464287721IYWISHARES TR$65,4930.07%361CommonSOLE
780259305SHELSHELL PLC$65,4720.07%704CommonSOLE
00130H105AESAES CORP$65,2510.07%4,631CommonSOLE
233051200DBEFDBX ETF TR$64,9610.07%1,315CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$64,8930.07%1,104CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$63,4160.06%390CommonSOLE
579780206MKCMCCORMICK CO INC$63,2350.06%1,254CommonSOLE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$62,7930.06%1,176CommonSOLE
45782C771BOCTINNOVATOR ETFS TRUST$61,9510.06%1,291CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$61,5990.06%2,454CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$61,4380.06%420CommonSOLE
617446448MSMORGAN STANLEY$59,2450.06%360CommonSOLE
33738D309FTSLFIRST TR EXCHANGE TRADED FD$59,0460.06%1,318CommonSOLE
426281101JKHYHENRY JACK ASSOC INC$58,6640.06%371CommonSOLE
464288877EFVISHARES TR$58,2900.06%784CommonSOLE
33740U406DDECFIRST TR EXCHNG TRADED FD VI$58,0950.06%1,312CommonSOLE
038923108ABRARBOR REALTY TRUST INC$58,0180.06%7,525CommonSOLE
29250N105ENBENBRIDGE INC$57,4970.06%1,062CommonSOLE
G87110105FTITECHNIPFMC PLC$57,2400.06%828CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$57,0400.06%758CommonSOLE
45782C722IJULINNOVATOR ETFS TRUST$56,7680.06%1,682CommonSOLE
369604301GEGE AEROSPACE$56,7540.06%200CommonSOLE
172967424CCITIGROUP INC$56,5920.06%499CommonSOLE
33740F516GJANFIRST TR EXCHNG TRADED FD VI$56,4950.06%1,348CommonSOLE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$56,2190.06%1,117CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$56,1620.06%926CommonSOLE
58933Y105MRKMERCK CO INC$56,1360.06%467CommonSOLE
78464A359CWBSPDR SER TR$55,8270.06%610CommonSOLE
46138M109FXBINVESCO CURRENCYSHARES BRIT$55,7790.06%438CommonSOLE
46090E103QQQINVESCO QQQ TR$55,4090.06%96CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$54,7340.06%13CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$54,5280.06%1,170CommonSOLE
149123101CATCATERPILLAR INC$53,8430.06%76CommonSOLE
464287457SHYISHARES TR$53,7530.06%651CommonSOLE
46140H502DBPINVESCO DB MULTI SECTOR COMM$53,5890.05%487CommonSOLE
46654Q815JMSIJ P MORGAN EXCHANGE TRADED F$53,5790.05%1,077CommonSOLE
464287242LQDISHARES TR$52,7510.05%484CommonSOLE
052769106ADSKAUTODESK INC$52,4290.05%219CommonSOLE
464288513HYGISHARES TR$52,2710.05%657CommonSOLE
126408103CSXCSX CORP$51,9690.05%1,266CommonSOLE
025816109AXPAMERICAN EXPRESS CO$51,8460.05%171CommonSOLE
00888H208APRWAIM ETF PRODUCTS TRUST$51,1170.05%1,445CommonSOLE
69344A206PHYLPGIM ETF TR$51,0450.05%1,474CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$50,9940.05%66CommonSOLE
464287804IJRISHARES TR$50,9670.05%410CommonSOLE
56585A102MPCMARATHON PETE CORP$50,3010.05%206CommonSOLE
464288414MUBISHARES TR$49,7840.05%469CommonSOLE
98978V103ZTSZOETIS INC$49,3180.05%417CommonSOLE
46432F388VLUEISHARES TR$49,1980.05%346CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$49,1660.05%304CommonSOLE
46434V381XTISHARES TR$49,0680.05%720CommonSOLE
45784N304KSEPINNOVATOR ETFS TRUST$48,2030.05%1,709CommonSOLE
464286608EZUISHARES INC$47,7940.05%763CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$47,7470.05%79CommonSOLE
464287309IVWISHARES TR$46,0360.05%407CommonSOLE
375558103GILDGILEAD SCIENCES INC$45,7130.05%328CommonSOLE
92189F411BIZDVANECK ETF TRUST$45,6580.05%3,567CommonSOLE
88033G407THCTENET HEALTHCARE CORP$44,7240.05%237CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$44,3020.05%869CommonSOLE
33740F433GJUNFIRST TR EXCHNG TRADED FD VI$43,8740.04%1,113CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$43,8440.04%216CommonSOLE
58733R102MELIMERCADOLIBRE INC$43,2260.04%25CommonSOLE
464287861IEVISHARES TR$42,5980.04%627CommonSOLE
45782C599KOCTINNOVATOR ETFS TRUST$42,0020.04%1,238CommonSOLE
46432F396MTUMISHARES TR$40,3180.04%168CommonSOLE
20825C104COPCONOCOPHILLIPS$39,9960.04%303CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$39,7870.04%1,059CommonSOLE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$39,7170.04%833CommonSOLE
66987V109NVSNOVARTIS AG$39,7150.04%260CommonSOLE
45782C409BJANINNOVATOR ETFS TRUST$39,4110.04%739CommonSOLE
45784N700ZOCTINNOVATOR ETFS TRUST$39,1590.04%1,464CommonSOLE
33740F458GAPRFIRST TR EXCHNG TRADED FD VI$38,9320.04%962CommonSOLE
45783Y350IFEBINNOVATOR ETFS TRUST$38,9030.04%1,305CommonSOLE
45784N106ZSEPINNOVATOR ETFS TRUST$38,5870.04%1,444CommonSOLE
56035L104MAINMAIN STR CAP CORP$37,9990.04%718CommonSOLE
69374H857CALFPACER FDS TR$37,9150.04%845CommonSOLE
031100100AMEAMETEK INC$37,5540.04%175CommonSOLE
922908629VOVANGUARD INDEX FDS$37,4170.04%130CommonSOLE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$37,2350.04%659CommonSOLE
45784N882APOCINNOVATOR ETFS TRUST$36,3430.04%1,423CommonSOLE
59156R108METMETLIFE INC$36,2790.04%513CommonSOLE
46654Q781JPEFJ P MORGAN EXCHANGE TRADED F$36,0480.04%502CommonSOLE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$35,7860.04%738CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$35,5740.04%195CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$35,5680.04%483CommonSOLE
464287655IWMISHARES TR$35,4640.04%143CommonSOLE
83444M101SOLVSOLVENTUM CORP$34,8050.04%533CommonSOLE
45782C730UJUNINNOVATOR ETFS TRUST$34,7070.04%932CommonSOLE
15135B101CNCCENTENE CORP DEL$34,6390.04%1,058CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$34,4800.04%350CommonSOLE
45782C516EJANINNOVATOR ETFS TRUST$34,2010.03%1,008CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$34,1140.03%126CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$34,0600.03%524CommonSOLE
209115104EDCONSOLIDATED EDISON INC$33,9540.03%300CommonSOLE
921943858VEAVANGUARD TAX MANAGED FDS$33,9540.03%530CommonSOLE
053332102AZOAUTOZONE INC$33,7780.03%10CommonSOLE
237266101DARDARLING INGREDIENTS INC$33,7700.03%546CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$33,7290.03%819CommonSOLE
45782C276NJULINNOVATOR ETFS TRUST$32,7080.03%458CommonSOLE
33740U687GNOVFIRST TR EXCHNG TRADED FD VI$32,3570.03%831CommonSOLE
36828A101GEVGE VERNOVA INC$32,2970.03%37CommonSOLE
H1467J104CBCHUBB LIMITED$31,9410.03%98CommonSOLE
45782C649USEPINNOVATOR ETFS TRUST$31,3610.03%811CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$31,3470.03%68CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$30,8320.03%400CommonSOLE
682680103OKEONEOK INC NEW$30,6420.03%339CommonSOLE
45782C623EOCTINNOVATOR ETFS TRUST$30,6080.03%958CommonSOLE
45782C631IOCTINNOVATOR ETFS TRUST$30,5990.03%873CommonSOLE
45784N833KDECINNOVATOR ETFS TRUST$29,7850.03%1,159CommonSOLE
46284V101IRMIRON MTN INC DEL$29,0080.03%284CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$28,9400.03%184CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$28,5030.03%199CommonSOLE
244199105DEDEERE CO$28,4890.03%51CommonSOLE
94106L109WMWASTE MGMT INC DEL$28,2640.03%123CommonSOLE
45783Y301XBAPINNOVATOR ETFS TRUST$28,2230.03%721CommonSOLE
25243Q205DEODIAGEO PLC$28,1420.03%378CommonSOLE
45783Y251ZJULINNOVATOR ETFS TRUST$27,9360.03%961CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$27,8900.03%213CommonSOLE
009158106APDAIR PRODS CHEMS INC$27,8870.03%96CommonSOLE
00888H646SIXDAIM ETF PRODUCTS TRUST$27,8840.03%986CommonSOLE
902973304USBUS BANCORP DEL$27,8770.03%536CommonSOLE
922908769VTIVANGUARD INDEX FDS$27,8070.03%87CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$27,5180.03%100CommonSOLE
571903202MARMARRIOTT INTL INC NEW$27,1470.03%83CommonSOLE
92840M102VSTVISTRA CORP$26,7590.03%178CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$26,6780.03%289CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$26,3740.03%432CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$26,0670.03%528CommonSOLE
20030N101CMCSACOMCAST CORP NEW$25,8100.03%899CommonSOLE
032654105ADIANALOG DEVICES INC$25,7690.03%81CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$25,4210.03%61CommonSOLE
40131M109GHGUARDANT HEALTH INC$25,2170.03%273CommonSOLE
95040Q104WELLWELLTOWER INC$25,1090.03%127CommonSOLE
46090F308PDBAINVESCO ACTVELY MNGD ETC FD$24,9450.03%684CommonSOLE
G29183103ETNEATON CORP PLC$24,6790.03%69CommonSOLE
09073M104TECHBIO TECHNE CORP$24,6670.03%472CommonSOLE
921910733ESGVVANGUARD WORLD FD$24,3630.02%217CommonSOLE
784117103SEICSEI INVTS CO$24,2470.02%309CommonSOLE
46434V860TFLOISHARES TR$23,9480.02%473CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$23,8210.02%83CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$23,6710.02%401CommonSOLE
03674X106ARANTERO RESOURCES CORP$23,3420.02%550CommonSOLE
464288158SUBISHARES TR$23,1920.02%218CommonSOLE
988498101YUMYUM BRANDS INC$23,1670.02%149CommonSOLE
67576A100OCULOCULAR THERAPEUTIX INC$22,3440.02%2,638CommonSOLE
871829107SYYSYSCO CORP$22,2550.02%312CommonSOLE
45784N866KNOVINNOVATOR ETFS TRUST$21,9290.02%765CommonSOLE
45782C581BNOVINNOVATOR ETFS TRUST$21,5120.02%500CommonSOLE
032108805BATTAMPLIFY ETF TR$21,2780.02%1,429CommonSOLE
053611109AVYAVERY DENNISON CORP$21,2400.02%123CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$21,1600.02%215CommonSOLE
45782C748PJUNINNOVATOR ETFS TRUST$20,7040.02%495CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$20,4380.02%189CommonSOLE
075887109BDXBECTON DICKINSON CO$20,1410.02%128CommonSOLE
37045V100GMGENERAL MTRS CO$20,0410.02%269CommonSOLE
33733E849BGLDFIRST TR EXCHANGE TRADED FD$19,9850.02%1,166CommonSOLE
831865209AOSSMITH A O CORP$19,7820.02%300CommonSOLE
33740U679GDECFIRST TR EXCHNG TRADED FD VI$19,6580.02%531CommonSOLE
03076C106AMPAMERIPRISE FINL INC$19,5540.02%44CommonSOLE
88076W103TDCTERADATA CORP DEL$19,4790.02%760CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$19,1300.02%49CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$18,7650.02%172CommonSOLE
907818108UNPUNION PAC CORP$18,6820.02%77CommonSOLE
842587107SOSOUTHERN CO$18,5320.02%192CommonSOLE
231561101CWCURTISS WRIGHT CORP$18,3900.02%27CommonSOLE
866674104SUISUN CMNTYS INC$18,3850.02%146CommonSOLE
00187Y100APGAPI GROUP CORP$18,1530.02%448CommonSOLE
464287507IJHISHARES TR$17,8950.02%265CommonSOLE
29287L205PWRDTCW ETF TRUST$17,5000.02%179CommonSOLE
65339F101NEENEXTERA ENERGY INC$17,4610.02%188CommonSOLE
29273V100ETENERGY TRANSFER L P$17,4370.02%903CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$17,3620.02%277CommonSOLE
59522J103MAAMID AMER APT CMNTYS INC$17,3410.02%142CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$17,1740.02%447CommonSOLE
45782C292UMAYINNOVATOR ETFS TRUST$17,0100.02%462CommonSOLE
380237107GDDYGODADDY INC$16,7820.02%203CommonSOLE
22822V101CCICROWN CASTLE INC$16,7670.02%206CommonSOLE
33740F730DMAYFIRST TR EXCHNG TRADED FD VI$16,5340.02%368CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$16,5170.02%1,190CommonSOLE
11271J107BNBROOKFIELD CORP$16,4310.02%406CommonSOLE
464288661IEIISHARES TR$16,1300.02%136CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$16,0090.02%553CommonSOLE
67092P805NUDMNUSHARES ETF TR$15,9250.02%441CommonSOLE
422806109HEIHEICO CORP NEW$15,9040.02%58CommonSOLE
852234103XYZBLOCK INC$15,8270.02%263CommonSOLE
37960A529SHLDGLOBAL X FDS$15,7970.02%223CommonSOLE
501044101KRKROGER CO$15,6300.02%216CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$15,3150.02%424CommonSOLE
74347R842UWMPROSHARES TR$15,2140.02%326CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$15,1310.02%161CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$15,0770.02%266CommonSOLE
33736G106FANFIRST TR EXCHANGE TRADED FD$14,8440.02%600CommonSOLE
624758108MWAMUELLER WTR PRODS INC$14,7090.02%535CommonSOLE
654106103NKENIKE INC$14,6840.02%278CommonSOLE
45783Y756BUFBINNOVATOR ETFS TRUST$14,5440.01%405CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$14,2880.01%109CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$14,0210.01%310CommonSOLE
756109104OREALTY INCOME CORP$13,8880.01%227CommonSOLE
452327109ILMNILLUMINA INC$13,8050.01%112CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$13,8030.01%74CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$13,7390.01%191CommonSOLE
055622104BPBP PLC$13,7240.01%292CommonSOLE
140475203SNDASONIDA SENIOR LIVING INC$13,5450.01%420CommonSOLE
871607107SNPSSYNOPSYS INC$13,4800.01%34CommonSOLE
056525108BMIBADGER METER INC$13,4130.01%88CommonSOLE
441593100HLIHOULIHAN LOKEY INC$13,2720.01%92CommonSOLE
33738D879RDVIFIRST TR EXCHANGE TRADED FD$13,2090.01%517CommonSOLE
303075105FDSFACTSET RESH SYS INC$13,0190.01%60CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$12,9860.01%81CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$12,9510.01%22CommonSOLE
45782C326BMAYINNOVATOR ETFS TRUST$12,2050.01%272CommonSOLE
74340W103PLDPROLOGIS INC$12,0280.01%91CommonSOLE
55336V100MPLXMPLX LP$12,0040.01%210CommonSOLE
92204A702VGTVANGUARD WORLD FD$11,8610.01%17CommonSOLE
29084Q100EMEEMCOR GROUP INC$11,8130.01%16CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$11,6120.01%265CommonSOLE
00888H786FEBWAIM ETF PRODUCTS TRUST$11,5510.01%345CommonSOLE
70806A106PFLTPENNANTPARK FLOATING RATE CA$11,4650.01%1,426CommonSOLE
35473M105FGDLFRANKLIN TEMPLETON HOLDINGS$11,4390.01%184CommonSOLE
835699307SONYSONY GROUP CORP$11,2190.01%542CommonSOLE
00123Q104AGNCAGNC INVT CORP$11,0930.01%1,106CommonSOLE
337738108FISVFISERV INC$10,9930.01%197CommonSOLE
007973100AEISADVANCED ENERGY INDS$10,9720.01%34CommonSOLE
33733B100FIWFIRST TR EXCHANGE TRADED FD$10,9320.01%106CommonSOLE
464288802SUSAISHARES TR$10,7000.01%81CommonSOLE
38526M106LOPEGRAND CANYON ED INC$10,5420.01%62CommonSOLE
18915M107NETCLOUDFLARE INC$10,5230.01%51CommonSOLE
252131107DXCMDEXCOM INC$10,4880.01%167CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$10,1750.01%35CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$10,1520.01%12CommonSOLE
98138H101WDAYWORKDAY INC$10,1340.01%78CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$10,0590.01%300CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$10,0360.01%40CommonSOLE
803054204SAPSAP SE$9,9300.01%58CommonSOLE
143658300CCL1EURCARNIVAL CORP$9,9120.01%383CommonSOLE
91913Y100VLOVALERO ENERGY CORP$9,8830.01%40CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$9,8460.01%134CommonSOLE
749607107RLIRLI CORP$9,7740.01%171CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$9,4630.01%28CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$9,4090.01%258CommonSOLE
06738C778DJPBARCLAYS BANK PLC$9,3390.01%194CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$9,2870.01%148CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$9,2210.01%436CommonSOLE
92647N824CDCVICTORY PORTFOLIOS II$9,1430.01%128CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$9,0480.01%380CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$9,0110.01%100CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$8,9670.01%36CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$8,7050.01%221CommonSOLE
29446M102EQNREQUINOR ASA$8,6930.01%206CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$8,6430.01%18CommonSOLE
92189F536MLNVANECK ETF TRUST$8,5630.01%491CommonSOLE
459506101IFFINTERNATIONAL FLAVORS FRAGRA$8,5610.01%118CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$8,4760.01%224CommonSOLE
775711104ROLROLLINS INC$8,4390.01%158CommonSOLE
69374H105PTLCPACER FDS TR$8,3940.01%160CommonSOLE
00888H703JANTAIM ETF PRODUCTS TRUST$8,3840.01%209CommonSOLE
42226A107HQYHEALTHEQUITY INC$8,3570.01%100CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$8,2620.01%370CommonSOLE
69374H881COWZPACER FDS TR$8,0700.01%129CommonSOLE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$8,0180.01%227CommonSOLE
216648501COOCOOPER COS INC$8,0080.01%112CommonSOLE
806857108SLBSCHLUMBERGER LTD$7,9650.01%155CommonSOLE
464288679SHVISHARES TR$7,9480.01%72CommonSOLE
28852N109EFCELLINGTON FINANCIAL INC$7,9160.01%668CommonSOLE
N3167Y103RACEFERRARI N V$7,7840.01%23CommonSOLE
929740108WABWABTEC$7,7740.01%31CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$7,7380.01%19CommonSOLE
636274409NGGNATIONAL GRID PLC$7,6990.01%91CommonSOLE

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.