MondegarAI
Creekmur Asset Management LLC

Q1 2024 · 13F-HR

Creekmur Asset Management LLCholdings as filed

Filed 2024-05-16 · accession 0002013091-24-000002

$292.3M
Reported value
844
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 844

CUSIPTickerIssuerValue% port.SharesClassVoting
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$19.7M6.76%706,167CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$19.2M6.58%815,780CommonNONE
78468R663BILSPDR SER TR$19.2M6.56%208,990CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$18.3M6.26%645,336CommonNONE
464287200IVVISHARES TR$17.5M5.97%33,217CommonNONE
46090E103QQQINVESCO QQQ TR$16.3M5.58%36,725CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$15.7M5.37%194,608CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$15.6M5.34%39,219CommonNONE
67066G104NVDANVIDIA CORPORATION$15.5M5.30%17,134CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$7.1M2.42%118,605CommonNONE
464287226AGGISHARES TR$6.4M2.19%65,354CommonNONE
149123101CATCATERPILLAR INC$6.4M2.19%17,463CommonNONE
33738D796FIIGFIRST TR EXCHANGE-TRADED FD$5.1M1.76%249,979CommonNONE
037833100AAPLAPPLE INC$4.3M1.47%25,024CommonNONE
023135106AMZNAMAZON COM INC$3.8M1.31%21,194CommonNONE
464287804IJRISHARES TR$3.6M1.25%32,951CommonNONE
46432F834IXUSISHARES TR$3.6M1.24%53,531CommonNONE
464287507IJHISHARES TR$3.6M1.24%59,654CommonNONE
30231G102XOMEXXON MOBIL CORP$3.5M1.20%30,195CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$3.1M1.06%46,836CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$3.0M1.01%67,795CommonNONE
594918104MSFTMICROSOFT CORP$2.7M0.94%6,501CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$2.7M0.92%56,905CommonNONE
02079K305GOOGLALPHABET INC$1.8M0.61%11,899CommonNONE
464287762IYHISHARES TR$1.7M0.60%28,271CommonNONE
97717X669DGRWWISDOMTREE TR$1.7M0.59%22,763CommonNONE
69374H881COWZPACER FDS TR$1.7M0.59%29,843CommonNONE
00287Y109ABBVABBVIE INC$1.6M0.55%8,772CommonNONE
74762E102QUREQUANTA SVCS INC$1.5M0.52%5,868CommonNONE
78464A763SDYSPDR SER TR$1.5M0.51%11,258CommonNONE
931142103WMTWALMART INC$1.4M0.50%24,067CommonNONE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$1.4M0.49%57,534CommonNONE
46429B697USMVISHARES TR$1.3M0.44%15,291CommonNONE
718546104PSXPHILLIPS 66$1.1M0.38%6,873CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.38%2,653CommonNONE
922908736VUGVANGUARD INDEX FDS$1.1M0.38%3,236CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.1M0.38%6,792CommonNONE
29250N105ENBENBRIDGE INC$1.1M0.37%29,671CommonNONE
46284V101IRMIRON MTN INC DEL$1.0M0.36%12,975CommonNONE
749607107RLIRLI CORP$986,2950.34%6,643CommonNONE
351858105FNVFRANCO NEV CORP$950,0660.33%7,973CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$906,6040.31%3,020CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$900,4650.31%4,989CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$890,3350.30%9,314CommonNONE
464287549IGMISHARES TR$845,9090.29%9,816CommonNONE
82509L107SHOPSHOPIFY INC$823,9440.28%10,677CommonNONE
833445109SNOWSNOWFLAKE INC$800,8900.27%4,956CommonNONE
539830109LMTLOCKHEED MARTIN CORP$734,7310.25%1,615CommonNONE
478160104JNJJOHNSON & JOHNSON$702,3780.24%4,440CommonNONE
291011104EMREMERSON ELEC CO$700,2280.24%6,173CommonNONE
369550108GDGENERAL DYNAMICS CORP$658,1470.23%2,330CommonNONE
23804L103DDOGDATADOG INC$655,6990.22%5,305CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$646,4790.22%12,036CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$635,1240.22%11,307CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$632,1170.22%4,056CommonNONE
46436E718SGOVISHARES TR$624,0110.21%6,196CommonNONE
31609A305FELGFIDELITY COVINGTON TRUST$621,1880.21%21,021CommonNONE
74348A467NOBLPROSHARES TR$616,3830.21%6,078CommonNONE
53700T827DBMFLITMAN GREGORY FDS TR$615,1620.21%21,449CommonNONE
46429B663HDVISHARES TR$582,9890.20%5,290CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$577,3840.20%1,801CommonNONE
94106L109WMWASTE MGMT INC DEL$565,6850.19%2,654CommonNONE
466313103JBLJABIL INC$527,9060.18%3,941CommonNONE
46435GAA0IBDRISHARES TR$527,0130.18%22,097CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$517,5810.18%6,778CommonNONE
30303M102METAMETA PLATFORMS INC$498,2350.17%1,026CommonNONE
001055102AFLAFLAC INC$493,1580.17%5,744CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$491,7230.17%2,693CommonNONE
464288646IGSBISHARES TR$480,6480.16%9,373CommonNONE
69374H725PAMCPACER FDS TR$436,2200.15%9,540CommonNONE
58733R102MELIMERCADOLIBRE INC$426,3730.15%282CommonNONE
464287788IYFISHARES TR$421,4210.14%4,406CommonNONE
302635206FSKFS KKR CAP CORP$399,9870.14%20,975CommonNONE
713448108PEPPEPSICO INC$389,2680.13%2,225CommonNONE
580135101MCDMCDONALDS CORP$381,6920.13%1,354CommonNONE
46434V621DGROISHARES TR$378,5200.13%6,519CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$363,4620.12%9,315CommonNONE
78464A631XARSPDR SER TR$362,7820.12%2,582CommonNONE
97717Y527USFRWISDOMTREE TR$357,3610.12%7,106CommonNONE
46435U713IFRAISHARES TR$351,9660.12%8,117CommonNONE
464287408IVEISHARES TR$350,8360.12%1,878CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$349,0520.12%706CommonNONE
09260D107BXBLACKSTONE INC$341,7140.12%2,601CommonNONE
101507101STEWSRH TOTAL RETURN FUND INC$333,4990.11%22,145CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$326,8340.11%6,513CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$319,3450.11%2,890CommonNONE
824348106SHWSHERWIN WILLIAMS CO$309,4710.11%891CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$306,4760.10%2,062CommonNONE
031162100AMGNAMGEN INC$298,8210.10%1,051CommonNONE
464289438IWYISHARES TR$296,6150.10%1,520CommonNONE
92840M102VSTVISTRA CORP$294,0830.10%4,222CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$293,4220.10%12,370CommonNONE
674599105OXYOCCIDENTAL PETE CORP$293,1300.10%4,510CommonNONE
92826C839VVISA INC$271,8950.09%975CommonNONE
46625H100JPMJPMORGAN CHASE & CO$270,1440.09%1,349CommonNONE
922908611VBRVANGUARD INDEX FDS$264,7010.09%1,380CommonNONE
45687V106IRINGERSOLL RAND INC$255,9050.09%2,695CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$250,4110.09%3,589CommonNONE
78464A359CWBSPDR SER TR$249,7960.09%3,420CommonNONE
78463V107GLDSPDR GOLD TR$244,6010.08%1,189CommonNONE
46428Q109SLVISHARES SILVER TR$233,0970.08%10,246CommonNONE
922908744VTVVANGUARD INDEX FDS$231,7260.08%1,423CommonNONE
46434VBG4IBDPISHARES TR$223,1320.08%8,907CommonNONE
58933Y105MRKMERCK & CO INC$218,8020.07%1,659CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$217,6090.07%8,846CommonNONE
46432F842IEFAISHARES TR$217,4240.07%2,929CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$217,2970.07%297CommonNONE
56585A102MPCMARATHON PETE CORP$216,8330.07%1,076CommonNONE
39818P799PKSTPEAKSTONE REALTY TRUST$216,2010.07%13,404CommonNONE
46428R107GSGISHARES S&P GSCI COMMODITY-$211,8640.07%9,604CommonNONE
92204A207VDCVANGUARD WORLD FD$208,0470.07%1,019CommonNONE
437076102HDHOME DEPOT INC$207,0320.07%540CommonNONE
244199105DEDEERE & CO$200,0300.07%487CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$196,1950.07%5,635CommonNONE
922475108VEEVVEEVA SYS INC$194,6190.07%840CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$192,2670.07%26,338CommonNONE
37954Y871URAGLOBAL X FDS$192,1410.07%6,665CommonNONE
G29183103ETNEATON CORP PLC$191,6730.07%613CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$188,9150.06%6,053CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$188,4120.06%1,019CommonNONE
97717W877DEWWISDOMTREE TR$184,4190.06%3,626CommonNONE
66538H534BIBLNORTHERN LTS FD TR IV$181,7490.06%4,671CommonNONE
69351T106PPLPPL CORP$180,0000.06%6,538CommonNONE
464286525ACWVISHARES INC$179,7510.06%1,708CommonSOLE
003009107ABRDN ASIA PACIFIC INCOME FU$178,8540.06%63,876CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$174,4430.06%6,743CommonNONE
68404L201OPCHOPTION CARE HEALTH INC$174,3740.06%5,199CommonNONE
861012102STMSTMICROELECTRONICS N V$173,8020.06%4,019CommonNONE
85208P303URNMSPROTT FDS TR$173,3980.06%3,518CommonNONE
532457108LLYELI LILLY & CO$172,7060.06%222CommonNONE
00724F101ADBEADOBE INC$164,5000.06%326CommonNONE
46138B103DBCINVESCO DB COMMDY INDX TRCK$163,0510.06%7,098CommonNONE
68389X105ORCLORACLE CORP$161,7980.06%1,288CommonNONE
09789C861XONEBONDBLOXX ETF TRUST$160,9990.06%3,244CommonNONE
11275Q1071939900DBROOKFIELD INFRASTRUCTURE CO$158,0480.05%4,385CommonNONE
464287291IXNISHARES TR$156,9650.05%2,098CommonNONE
45781V101IIPRINNOVATIVE INDL PPTYS INC$156,6380.05%1,513CommonNONE
88160R101TSLATESLA INC$156,2770.05%889CommonNONE
92841M101XNIEXVIRTUS EQUITY & CONV INCM FD$149,9680.05%6,698CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$141,6440.05%771CommonNONE
548661107LOWLOWES COS INC$139,5850.05%548CommonNONE
166764100CVXCHEVRON CORP NEW$138,8000.05%880CommonNONE
032108607BLOKAMPLIFY ETF TR$138,0790.05%3,789CommonNONE
46432F339QUALISHARES TR$134,9350.05%821CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$133,1560.05%4,275CommonNONE
002824100ABTABBOTT LABS$132,9880.05%1,170CommonNONE
74340W103PLDPROLOGIS INC.$126,5750.04%972CommonNONE
921909768VXUSVANGUARD STAR FDS$126,2960.04%2,094CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$125,5150.04%612CommonNONE
464288448IDVISHARES TR$124,8670.04%4,453CommonNONE
922908769VTIVANGUARD INDEX FDS$124,1370.04%477CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$123,6360.04%930CommonNONE
H11356104BGBUNGE GLOBAL SA$121,0250.04%1,181CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$118,6630.04%6,851CommonNONE
670100205NVONOVO-NORDISK A S$117,7430.04%917CommonNONE
879105104THQABRDN HEALTHCARE OPPORTUNITI$117,2780.04%5,835CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$116,2960.04%1,841CommonNONE
38747R108COMBGRANITESHARES ETF TR$116,1120.04%5,844CommonNONE
05508R106BGSB & G FOODS INC NEW$116,0730.04%10,146CommonNONE
132061201SYLDCAMBRIA ETF TR$115,3960.04%1,575CommonNONE
85210B102SGDMSPROTT ETF TRUST$114,2460.04%4,509CommonNONE
26923G822PFFAETFIS SER TR I$112,1550.04%5,353CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$106,9600.04%1,849CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$106,6650.04%2,542CommonNONE
020002101ALLALLSTATE CORP$106,0550.04%613CommonNONE
74460D109PSAPUBLIC STORAGE$105,6010.04%364CommonNONE
92189F411BIZDVANECK ETF TRUST$103,2260.04%6,108CommonNONE
055622104BPBP PLC$102,5340.04%2,721CommonNONE
29273V100ETENERGY TRANSFER L P$101,8070.03%6,472CommonNONE
37954Y624DRIVGLOBAL X FDS$100,6170.03%4,074CommonNONE
617446448MSMORGAN STANLEY$100,3750.03%1,066CommonNONE
75513E101RTXRTX CORPORATION$99,8220.03%1,023CommonNONE
02079K107GOOGALPHABET INC$99,5780.03%654CommonNONE
20825C104COPCONOCOPHILLIPS$99,2860.03%780CommonNONE
11135F101AVGOBROADCOM INC$97,9850.03%74CommonNONE
00162Q452AMLPALPS ETF TR$97,6420.03%2,057CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$97,3210.03%1,794CommonNONE
025816109AXPAMERICAN EXPRESS CO$96,9960.03%426CommonNONE
023608102AEEAMEREN CORP$96,4440.03%1,304CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$96,2150.03%1,576CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$95,2540.03%3,264CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$90,0100.03%1,535CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$88,8670.03%941CommonNONE
17275R102CSCOCISCO SYS INC$88,6940.03%1,777CommonNONE
088606108BHPBHP GROUP LTD$87,9680.03%1,525CommonNONE
077347300BELFBBEL FUSE INC$87,9140.03%1,458CommonNONE
26152H301DRDDRDGOLD LIMITED$87,6110.03%10,684CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$86,7040.03%416CommonSOLE
37954Y855LITGLOBAL X FDS$86,4230.03%1,909CommonNONE
66538H641ISMDNORTHERN LTS FD TR IV$85,0550.03%2,362CommonNONE
427096508HTGCHERCULES CAPITAL INC$84,1960.03%4,563CommonNONE
66538H419WWJDNORTHERN LTS FD TR IV$82,3140.03%2,742CommonNONE
464288760ITAISHARES TR$82,2940.03%623CommonNONE
452308109ITWILLINOIS TOOL WKS INC$82,0200.03%306CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$79,8950.03%1,417CommonNONE
65473P105NINISOURCE INC$79,5530.03%2,876CommonNONE
78468R200FLRNSPDR SER TR$78,8630.03%2,558CommonNONE
46434V878ICSHISHARES TR$78,3170.03%1,549CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$77,9920.03%1,574CommonNONE
79466L302CRMSALESFORCE INC$76,8010.03%255CommonNONE
42226K105HRHEALTHCARE RLTY TR$76,3510.03%5,396CommonNONE
33740U406DDECFIRST TR EXCHNG TRADED FD VI$74,7230.03%1,994CommonNONE
097023105BABOEING CO$74,7110.03%387CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$74,2000.03%1,065CommonNONE
31428X106FDXFEDEX CORP$73,5940.03%254CommonNONE
78464A888XHBSPDR SER TR$73,3650.03%657CommonNONE
747525103QCOMQUALCOMM INC$73,0510.02%431CommonNONE
464287168DVYISHARES TR$72,6230.02%590CommonNONE
718172109PMPHILIP MORRIS INTL INC$72,0240.02%786CommonNONE
316092790FQALFIDELITY COVINGTON TRUST$69,8730.02%1,185CommonNONE
922908538VOTVANGUARD INDEX FDS$69,5580.02%295CommonNONE
49456B101KMIKINDER MORGAN INC DEL$69,2810.02%3,778CommonNONE
464287523SOXXISHARES TR$67,0980.02%297CommonNONE
00206R102TAT&T INC$66,7840.02%3,794CommonNONE
70806A106PFLTPENNANTPARK FLOATING RATE CA$66,6250.02%5,855CommonNONE
68827L101OREUROSISKO GOLD ROYALTIES LTD$65,9000.02%4,013CommonNONE
706327103PBAPEMBINA PIPELINE CORP$65,6570.02%1,858CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$64,7710.02%1,527CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$64,2210.02%4,348CommonNONE
458140100INTCINTEL CORP$63,4900.02%1,437CommonNONE
912318409UNGUNITED STS NAT GAS FD LP$63,3940.02%4,351CommonNONE
038222105AMATAPPLIED MATLS INC$62,1780.02%301CommonNONE
464287473IWSISHARES TR$62,0770.02%495CommonNONE
464287721IYWISHARES TR$62,0450.02%459CommonNONE
82575P107SBSWSIBANYE STILLWATER LTD$61,7630.02%13,113CommonNONE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$61,2180.02%2,472CommonNONE
422704106HLHECLA MNG CO$61,0360.02%12,689CommonNONE
64110L106NFLXNETFLIX INC$60,1260.02%99CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$59,4670.02%1,287CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$58,9950.02%1,397CommonNONE
949746101WMT2WELLS FARGO CO NEW$58,3080.02%1,006CommonNONE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$57,6120.02%1,599CommonNONE
65339F101NEENEXTERA ENERGY INC$57,3870.02%898CommonNONE
785688102SBRSABINE RTY TR$56,5000.02%889CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$55,9690.02%107CommonNONE
46138E263CGWINVESCO EXCH TRADED FD TR II$55,5300.02%1,000CommonNONE
345370860FFORD MTR CO DEL$54,5310.02%4,106CommonNONE
438516106HONHONEYWELL INTL INC$54,3910.02%265CommonNONE
90290N109USACUSA COMPRESSION PARTNERS LP$54,3570.02%2,038CommonNONE
233331107DTEDTE ENERGY CO$54,2550.02%484CommonNONE
922908595VBKVANGUARD INDEX FDS$54,1690.02%208CommonNONE
817565104SCISERVICE CORP INTL$53,5200.02%721CommonNONE
018802108LNTALLIANT ENERGY CORP$53,4240.02%1,060CommonNONE
35473P868FLMIFRANKLIN TEMPLETON ETF TR$53,4020.02%2,177CommonNONE
33739P301FMHIFIRST TR EXCH TRADED FD III$53,3350.02%1,107CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$53,0530.02%1,379CommonNONE
191216100KOCOCA COLA CO$52,6900.02%861CommonNONE
464287879IJSISHARES TR$52,6130.02%512CommonNONE
127097103CTRACOTERRA ENERGY INC$52,4850.02%1,883CommonNONE
260557103DOWDOW INC$51,9400.02%897CommonNONE
66538H393RISNNORTHERN LTS FD TR IV$51,4090.02%1,919CommonNONE
376546107GAINGLADSTONE INVT CORP$51,2650.02%3,603CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$50,6560.02%238CommonNONE
00214Q104ARKKARK ETF TR$49,8800.02%996CommonNONE
988498101YUMYUM BRANDS INC$49,5700.02%358CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$49,4190.02%1,560CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$48,4700.02%1,320CommonNONE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$47,9080.02%1,186CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$47,8280.02%1,017CommonNONE
92838Y100AIOVIRTUS ARTIFICIAL INTELLIGEN$47,6230.02%2,373CommonNONE
33733E872FCTRFIRST TR EXCHANGE-TRADED FD$47,2270.02%1,520CommonNONE
95040Q104WELLWELLTOWER INC$47,1350.02%504CommonNONE
26614N102DDDUPONT DE NEMOURS INC$46,0790.02%601CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$46,0030.02%2,023CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$45,6990.02%417CommonNONE
009066101ABNBAIRBNB INC$44,3750.02%269CommonNONE
376535100GLADUSDGLADSTONE CAPITAL CORP$43,9970.02%4,100CommonNONE
128117108CHICALAMOS CONV OPPORTUNITIES &$43,7780.01%3,857CommonNONE
46434VBD1IBDQISHARES TR$43,1200.01%1,738CommonNONE
464287465EFAISHARES TR$42,8550.01%537CommonNONE
882508104TXNTEXAS INSTRS INC$42,5080.01%244CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$42,2940.01%1,728CommonNONE
565849106MRO*MARATHON OIL CORP$41,3810.01%1,460CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$41,3770.01%712CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$41,0950.01%1,148CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$40,8070.01%2,236CommonNONE
92936U109WPCWP CAREY INC$40,6680.01%721CommonNONE
922908363VOOVANGUARD INDEX FDS$40,3800.01%84CommonNONE
81728J109SRTSSENSUS HEALTHCARE INC$39,3640.01%10,359CommonNONE
134429109CPBCAMPBELL SOUP CO$39,2970.01%884CommonNONE
852234103XYZBLOCK INC$39,1610.01%463CommonNONE
922908553VNQVANGUARD INDEX FDS$39,1410.01%453CommonNONE
907818108UNPUNION PAC CORP$38,2640.01%156CommonNONE
143905107CSVCARRIAGE SVCS INC$38,0250.01%1,406CommonNONE
464287606IJKISHARES TR$37,5950.01%412CommonNONE
783549108RRYDER SYS INC$37,4680.01%312CommonNONE
464287655IWMISHARES TR$37,2240.01%177CommonNONE
09251A104BDJBLACKROCK ENHANCED EQUITY DI$36,8570.01%4,467CommonNONE
78464A847SPMDSPDR SER TR$36,4850.01%684CommonNONE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$36,4260.01%5,066CommonNONE
126650100CVSCVS HEALTH CORP$36,2950.01%455CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$36,1130.01%356CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$36,0480.01%104CommonNONE
69374H642PTBDPACER FDS TR$35,5070.01%1,741CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$35,4820.01%186CommonNONE
464289420IWXISHARES TR$35,1150.01%460CommonNONE
78468R556XOPSPDR SER TR$35,0140.01%226CommonNONE
020764106AMRALPHA METALLURGICAL RESOUR I$34,8930.01%105CommonNONE
33739P830FSMBFIRST TR EXCH TRADED FD III$34,7110.01%1,750CommonNONE
34959E109FTNTFORTINET INC$34,1550.01%500CommonNONE
811916105SASEABRIDGE GOLD INC$34,0350.01%2,251CommonNONE
464288224ICLNISHARES TR$34,0080.01%2,433CommonNONE
717081103PFEPFIZER INC$33,9660.01%1,224CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$33,8760.01%249CommonNONE
56501R106MFCMANULIFE FINL CORP$33,5610.01%1,343CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$32,8570.01%194CommonNONE
501044101KRKROGER CO$32,8140.01%574CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$32,6480.01%221CommonNONE
87911L108THWABRDN WORLD HEALTHCARE FUND$32,4910.01%2,456CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$32,1990.01%75CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$32,1570.01%766CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$32,1490.01%234CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$31,9510.01%720CommonNONE
69047Q102OVVOVINTIV INC$31,9310.01%615CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$31,8330.01%229CommonNONE
88162G103TTEKTETRA TECH INC NEW$31,8180.01%172CommonNONE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$31,6920.01%700CommonNONE
06760L100BGHBARINGS GLOBAL SHORT DURATIO$31,1940.01%2,181CommonNONE
034164103ANDEANDERSONS INC$31,1180.01%542CommonNONE
464287705IJJISHARES TR$31,1100.01%263CommonNONE
61945C103MOSMOSAIC CO NEW$30,9380.01%953CommonNONE
33734X168FXZFIRST TR EXCHANGE TRADED FD$30,6760.01%430CommonNONE
46187W107INVHINVITATION HOMES INC$30,6130.01%860CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$30,5260.01%166CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$29,9970.01%478CommonNONE
46438F101IBITISHARES BITCOIN TR$29,5430.01%730CommonNONE
552690109MDUMDU RES GROUP INC$29,2790.01%1,162CommonNONE
184496107CLHCLEAN HARBORS INC$29,1900.01%145CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$29,1410.01%6,200CommonNONE
N07059210ASMLASML HOLDING N V$29,1140.01%30CommonNONE
980228308WDSWOODSIDE ENERGY GROUP LTD$28,9750.01%1,451CommonNONE
798241105SJTSAN JUAN BASIN RTY TR$28,9200.01%5,467CommonNONE
744320102PRUPRUDENTIAL FINL INC$28,7830.01%245CommonNONE
464287325IXJISHARES TR$28,7690.01%309CommonNONE
464287234EEMISHARES TR$28,0620.01%683CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$26,8130.01%107CommonNONE
498894104KNFKNIFE RIVER CORP$26,4320.01%326CommonNONE
37954Y673PAVEGLOBAL X FDS$26,3680.01%662CommonNONE
464287242LQDISHARES TR$25,9230.01%238CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$25,6790.01%319CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$25,1710.01%294CommonNONE
81762P102NOWSERVICENOW INC$25,1590.01%33CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$25,1430.01%63CommonNONE
46435G102ICVTISHARES TR$25,0930.01%314CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$24,8150.01%136CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$24,7640.01%1,171CommonNONE
09255R202DSUBLACKROCK DEBT STRATEGIES FD$24,6900.01%2,232CommonNONE
66538R730LGHNORTHERN LTS FD TR III$24,1090.01%518CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$24,1080.01%164CommonNONE
57636Q104MAMASTERCARD INCORPORATED$23,5970.01%49CommonNONE
32076V103AGFIRST MAJESTIC SILVER CORP$23,4470.01%3,988CommonNONE
92189F676SMHVANECK ETF TRUST$23,3990.01%104CommonNONE
69374H741SRVRPACER FDS TR$23,0940.01%806CommonNONE
33734X853FPXIFIRST TR EXCHANGE TRADED FD$22,7570.01%493CommonNONE
09254J102MUABLACKROCK MUNIASSETS FD INC$22,7420.01%2,053CommonNONE
66538R748QQHNORTHERN LTS FD TR III$22,6730.01%413CommonNONE
37955N106SELFGLOBAL SELF STORAGE INC$22,5980.01%5,078CommonNONE
133131102CPTCAMDEN PPTY TR$22,5340.01%229CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$22,4610.01%232CommonNONE
97717W802DTHWISDOMTREE TR$22,3120.01%563CommonNONE
780259305SHELSHELL PLC$22,2570.01%332CommonNONE
09258A107BITBLACKROCK MULTI SECTOR INC T$22,1050.01%1,392CommonNONE
609207105MDLZMONDELEZ INTL INC$21,9550.01%314CommonNONE
33740F748FMAYFIRST TR EXCHNG TRADED FD VI$21,7830.01%504CommonNONE
553859109MVOMV OIL TR$21,6690.01%2,027CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$21,4490.01%19CommonNONE
09247X101BLKCHFBLACKROCK INC$21,4350.01%26CommonNONE
969457100WMBWILLIAMS COS INC$21,4100.01%549CommonNONE
09257W100BXMTBLACKSTONE MTG TR INC$21,3550.01%1,073CommonNONE
33740F615DMARFIRST TR EXCHNG TRADED FD VI$21,2190.01%608CommonNONE
231561101CWCURTISS WRIGHT CORP$21,0000.01%82CommonNONE
46124J201IVTINVENTRUST PPTYS CORP$20,9390.01%814CommonNONE
126408103CSXCSX CORP$20,8380.01%562CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$20,8260.01%1,902CommonNONE
45258J102IMVTIMMUNOVANT INC$20,8080.01%644CommonNONE
464287614IWFISHARES TR$20,4530.01%61CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$20,1500.01%352CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$19,7460.01%971CommonNONE
04010L103ARCCARES CAPITAL CORP$19,7420.01%948CommonNONE
254709108DFSEURDISCOVER FINL SVCS$19,6640.01%150CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$19,6500.01%156CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$19,6110.01%63CommonNONE
512807108LRCXEURLAM RESEARCH CORP$19,4320.01%20CommonNONE
615394202MOG/AMOOG INC$19,1580.01%120CommonNONE
53656G498MAGSLISTED FD TR$19,1450.01%489CommonNONE
046353108AZNNASTRAZENECA PLC$18,9030.01%279CommonNONE
64828T201RITMRITHM CAPITAL CORP$18,7490.01%1,680CommonNONE
695156109PKGPACKAGING CORP AMER$18,7040.01%99CommonNONE
92189F643MOATVANECK ETF TRUST$18,4880.01%206CommonNONE
13321L108CCJCAMECO CORP$18,3170.01%423CommonNONE
670346105NUENUCOR CORP$18,2070.01%92CommonNONE
41068X100HASIHANNON ARMSTRONG SUST INFR C$18,1440.01%639CommonNONE
04965B100ATOMATOMERA INC$18,0120.01%2,924CommonNONE
701094104PHPARKER-HANNIFIN CORP$17,8880.01%32CommonNONE
78464A508SPYVSPDR SER TR$17,7000.01%353CommonNONE
464287457SHYISHARES TR$17,3370.01%212CommonNONE
464288810IHIISHARES TR$17,2250.01%294CommonNONE
87612E106TGTTARGET CORP$17,0120.01%96CommonNONE
235851102DHRDANAHER CORPORATION$16,9810.01%68CommonNONE
461202103INTUINTUIT$16,9000.01%26CommonNONE
045487105ASBASSOCIATED BANC CORP$16,7990.01%781CommonNONE
G23773107CWCOCONSOLIDATED WATER CO INC$16,7490.01%571CommonNONE
36269B105GANXGAIN THERAPEUTICS INC$16,7390.01%4,440CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$16,6590.01%724CommonNONE
38147U107GSBDGOLDMAN SACHS BDC INC$16,5750.01%1,106CommonNONE
700215304TRAKREPOSITRAK INC$16,5650.01%1,045CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$16,4940.01%387CommonNONE
97717W323DGREWISDOMTREE TR$16,0930.01%626CommonNONE
871607107SNPSSYNOPSYS INC$16,0020.01%28CommonNONE
56035L104MAINMAIN STR CAP CORP$15,8720.01%335CommonNONE
59156R108METMETLIFE INC$15,8630.01%214CommonNONE
87911J103HQHABRDN HEALTHCARE INVESTORS$15,8070.01%938CommonNONE
194162103CLCOLGATE PALMOLIVE CO$15,6640.01%174CommonNONE
064058100BKBANK NEW YORK MELLON CORP$15,5570.01%270CommonNONE
33735B108FNXFIRST TR MID CAP CORE ALPHAD$15,4180.01%136CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$15,3480.01%149CommonNONE
74052F108PREMIER FINANCIAL CORP$15,3070.01%754CommonNONE
23345M107DTMDT MIDSTREAM INC$15,2200.01%249CommonNONE
H1467J104CBCHUBB LIMITED$15,0870.01%58CommonNONE
464287309IVWISHARES TR$15,0810.01%179CommonNONE
464286392URTHISHARES INC$14,9260.01%103CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$14,8750.01%35CommonNONE
464288711JXIISHARES TR$14,8300.01%251CommonNONE
922908629VOVANGUARD INDEX FDS$14,7420.01%59CommonNONE
767204100RIORIO TINTO PLC$14,6820.01%230CommonNONE
500688106KOSKOSMOS ENERGY LTD$14,5970.00%2,449CommonNONE
150185106CEDAR FAIR L P$14,5130.00%346CommonNONE
693506107PPGPPG INDS INC$14,4900.00%100CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$14,2630.00%57CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$14,2350.00%295CommonNONE
09248D104BUIBLACKROCK UTILS INFRASTRUCTU$14,1650.00%657CommonNONE
278277108EOSEATON VANCE ENHANCED EQUITY$14,1150.00%700CommonNONE
92942W107KLGWK KELLOGG CO$14,0250.00%746CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$13,9490.00%24CommonNONE
37954A204GMREUSDGLOBAL MED REIT INC$13,9040.00%1,589CommonNONE
780287108RGLDROYAL GOLD INC$13,6890.00%112CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$13,6590.00%839CommonNONE
64110D104NTAPNETAPP INC$13,6130.00%130CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$13,5770.00%79CommonNONE
27828S101ETGEATON VANCE TX ADV GLBL DIV$13,5050.00%740CommonNONE
853606101SLISTANDARD LITHIUM LTD$13,3670.00%11,328CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$13,3660.00%32CommonNONE
33740F557QJUNFIRST TR EXCHNG TRADED FD VI$13,3420.00%523CommonNONE
863667101SYKSTRYKER CORPORATION$13,2420.00%37CommonNONE
02209S103MOALTRIA GROUP INC$13,2410.00%303CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$13,1310.00%330CommonNONE
886364637RISRTIDAL ETF TR$13,1220.00%397CommonNONE
040413106ANETEURARISTA NETWORKS INC$13,0490.00%45CommonNONE
46432F875IYLDISHARES TR$12,9350.00%649CommonNONE
375558103GILDGILEAD SCIENCES INC$12,8250.00%175CommonNONE
872540109TJXTJX COS INC NEW$12,7790.00%126CommonNONE
41013T105PDTHANCOCK JOHN PREM DIVID FD$12,7470.00%1,094CommonNONE
G5960L103MDTMEDTRONIC PLC$12,6360.00%145CommonNONE
370334104GISGENERAL MLS INC$12,6230.00%180CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$12,5650.00%61CommonNONE
01881G106ABALLIANCEBERNSTEIN HLDG L P$12,5030.00%360CommonNONE
902973304USBUS BANCORP DEL$12,4270.00%278CommonNONE
731068102PIIPOLARIS INC$12,3670.00%124CommonNONE
Y2106R110LPGDORIAN LPG LTD$12,3350.00%321CommonNONE
316773100FITBFIFTH THIRD BANCORP$12,2930.00%330CommonNONE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$12,2400.00%156CommonNONE
009158106APDAIR PRODS & CHEMS INC$12,2050.00%50CommonNONE
636274409NGGNATIONAL GRID PLC$12,1550.00%178CommonNONE
97717W505DONWISDOMTREE TR$11,9750.00%246CommonNONE
571903202MARMARRIOTT INTL INC NEW$11,8590.00%47CommonNONE
032108664HACKAMPLIFY ETF TR$11,7450.00%183CommonNONE
88579Y101MMM3M CO$11,7320.00%111CommonNONE
464287564ICFISHARES TR$11,6740.00%202CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$11,6560.00%174CommonNONE
67070X101NZFNUVEEN MUNICIPAL CREDIT INC$11,6170.00%949CommonNONE
553498106MSAMSA SAFETY INC$11,6150.00%60CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$11,5720.00%194CommonNONE
493267108KEYKEYCORP$11,4310.00%723CommonNONE
00326W106ASGIABRDN GLOBAL INFRA INCOME FU$11,4050.00%643CommonNONE
464289859AOAISHARES TR$11,3410.00%154CommonNONE
654106103NKENIKE INC$11,1110.00%118CommonNONE
01864U106AFBALLIANCEBERNSTEIN NATL MUN I$11,0230.00%1,003CommonNONE
655844108NSCNORFOLK SOUTHN CORP$10,9610.00%43CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$10,9010.00%102CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$10,8840.00%3CommonNONE
624756102MLIMUELLER INDS INC$10,7860.00%200CommonNONE
464286533EEMVISHARES INC$10,6940.00%189CommonNONE
59124U605MTAMETALLA RTY & STREAMING LTD$10,6050.00%3,410CommonNONE
74967X103RHRH$10,4480.00%30CommonNONE
87975E883HRTSTEMA ETF TRUST$10,3910.00%304CommonNONE
66987V109NVSNOVARTIS AG$10,2530.00%106CommonNONE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$10,1380.00%245CommonNONE
60937P106MDBMONGODB INC$10,0420.00%28CommonNONE
423452101HPHELMERICH & PAYNE INC$9,8590.00%234CommonNONE
22576C101CRESCENT PT ENERGY CORP$9,7870.00%1,195CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$9,7010.00%126CommonNONE
855244109SBUXSTARBUCKS CORP$9,6880.00%106CommonNONE
336433107FSLRFIRST SOLAR INC$9,6220.00%57CommonNONE
464288844IEZISHARES TR$9,6110.00%406CommonNONE
147528103CASYCASEYS GEN STORES INC$9,5540.00%30CommonNONE
G6359F137NBRNABORS INDUSTRIES LTD$9,4740.00%110CommonNONE
G89479102TRMDTORM PLC$9,0290.00%258CommonNONE
080694102OZBELPOINTE PREP LLC$8,8290.00%145CommonNONE
880192109TEITEMPLETON EMERGING MKTS INCO$8,8260.00%1,625CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$8,7430.00%243CommonNONE

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.