MondegarAI
Atlatl Advisers LLC

Q4 2024 · 13F-HR

Atlatl Advisers LLCholdings as filed

Filed 2025-01-31 · accession 0002023168-25-000001

$170.5M
Reported value
459
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD S&P 500 ETF$13.2M7.77%24,582CommonSOLE
46434V613IUSBISHARES CORE TOTAL USD BOND MARKET ETF$11.7M6.85%258,366CommonSOLE
464288414MUBISHARES NATIONAL MUNI BOND ETF$6.8M3.96%63,384CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$6.7M3.95%140,834CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TRUST$5.8M3.40%113,980CommonSOLE
037833100AAPLAPPLE INC COM$4.9M2.85%19,380CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$4.8M2.79%89,829CommonSOLE
594918104MSFTMICROSOFT CORP COM$3.5M2.04%8,272CommonSOLE
464288588MBBISHARES MBS ETF$3.4M2.00%37,132CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$3.4M1.99%5,767CommonSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$3.3M1.95%5,668CommonSOLE
92203J407BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF$3.3M1.94%67,435CommonSOLE
46090E103QQQINVESCO QQQ TRUST SERIES I$3.3M1.93%6,432CommonSOLE
921937827BSVVANGUARD SHORT-TERM BOND ETF$3.1M1.84%40,646CommonSOLE
023135106AMZNAMAZON COM INC COM$2.6M1.51%11,747CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$2.6M1.51%58,334CommonSOLE
092528603BINCISHARES FLEXIBLE INCOME ACTIVE ETF$2.3M1.35%44,172CommonSOLE
922908652VXFVANGUARD EXTENDED MARKET ETF$2.0M1.17%10,465CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$1.9M1.10%13,996CommonSOLE
92206C771VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF$1.6M0.91%34,253CommonSOLE
921937793BLVVANGUARD LONG-TERM BOND ETF$1.5M0.87%21,691CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVER TR UNIT$1.5M0.87%62,255CommonSOLE
921937819BIVVANGUARD INTERMEDIATE-TERM BOND ETF$1.5M0.86%19,680CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC COM$1.5M0.86%13,295CommonSOLE
464287309IVWISHARES S&P 500 GROWTH ETF$1.5M0.86%14,371CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$1.5M0.85%19,229CommonSOLE
464288158SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF$1.4M0.84%13,568CommonSOLE
09290C103DYNFISHARES U S EQUITY FACTOR ROTATION ACTIVE ETF$1.3M0.79%26,164CommonSOLE
46432F339QUALISHARES MSCI USA QUALITY FACTOR ETF$1.3M0.78%7,504CommonSOLE
46429B267GOVTISHARES U S TREASURY BOND ETF$1.2M0.70%51,972CommonSOLE
464287432TLTISHARES 20 YEAR TREASURY BOND ETF$1.1M0.67%13,168CommonSOLE
464288653TLHISHARES 10-20 YEAR TREASURY BOND ETF$1.1M0.67%11,436CommonSOLE
92826C839VVISA INC COM CL A$1.1M0.64%3,446CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$1.1M0.62%5,592CommonSOLE
464288877EFVISHARES MSCI EAFE VALUE ETF$1.0M0.61%19,951CommonSOLE
464288885EFGISHARES MSCI EAFE GROWTH ETF$954,1630.56%9,854CommonSOLE
81762P102NOWSERVICENOW INC COM$938,2060.55%885CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS$883,9650.52%4,476CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$799,4670.47%4,198CommonSOLE
91917A207WGMICOINSHARES VALKYRIE BITCOIN MINERS ETF$750,5770.44%33,825CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$736,1270.43%1,624CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$730,7160.43%1,248CommonSOLE
464288281EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF$711,1620.42%7,987CommonSOLE
74347R206QLDPROSHARES ULTRA QQQ$705,2140.41%6,515CommonSOLE
46435G102ICVTISHARES CONVERTIBLE BOND ETF$703,3820.41%8,278CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC COM NEW$703,0800.41%1,347CommonSOLE
380237107GDDYGODADDY INC CL A$699,2820.41%3,543CommonSOLE
87612G101TRGPTARGA RES CORP COM$692,9370.41%3,882CommonSOLE
64110L106NFLXNETFLIX INC COM$672,9470.39%755CommonSOLE
464287408IVEISHARES S&P 500 VALUE ETF$658,5360.39%3,450CommonSOLE
11135F101AVGOBROADCOM INC COM$632,2280.37%2,727CommonSOLE
548661107LOWLOWES COS INC COM$615,0260.36%2,492CommonSOLE
88160R101TSLATESLA INC COM$593,2410.35%1,469CommonSOLE
46435G250HYDBISHARES HIGH YIELD SYSTEMATIC BOND ETF$572,1590.34%12,171CommonSOLE
03831W108APPAPPLOVIN CORP COM CL A$560,5500.33%1,731CommonSOLE
25809K105DASHDOORDASH INC CL A$557,7690.33%3,325CommonSOLE
171779309CIENCIENA CORP COM NEW$545,1590.32%6,428CommonSOLE
12572Q105CMECME GROUP INC COM$544,8120.32%2,346CommonSOLE
G54950103LINLINDE PLC SHS$535,4790.31%1,279CommonSOLE
46434G764EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF$533,7620.31%9,626CommonSOLE
G25508105CRHCRH PLC ORD$529,6770.31%5,725CommonSOLE
910047109UALUNITED AIRLS HLDGS INC COM$524,3400.31%5,400CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS$509,9420.30%6,639CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC COM$499,7800.29%3,354CommonSOLE
464287721IYWISHARES U S TECHNOLOGY ETF$497,2240.29%3,117CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$496,2990.29%954CommonSOLE
876030107TPRTAPESTRY INC COM$489,0600.29%7,486CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC COM$487,2220.29%2,950CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN FUND$485,2380.28%5,948CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP COM$485,1410.28%2,103CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A SHS$466,1700.27%1,042CommonSOLE
929740108WABWABTEC COM$462,6000.27%2,440CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$460,4830.27%1,921CommonSOLE
35473P504INCEFRANKLIN INCOME EQUITY FOCUS ETF$458,2240.27%8,272CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY SHS$442,1850.26%638CommonSOLE
046353108AZNNASTRAZENECA PLC SPONSORED ADR$441,9980.26%6,746CommonSOLE
79466L302CRMSALESFORCE INC COM$441,9840.26%1,322CommonSOLE
136375102CNICANADIAN NATL RY CO COM$436,6960.26%4,302CommonSOLE
68389X105ORCLORACLE CORP COM$432,4310.25%2,595CommonSOLE
34959E109FTNTFORTINET INC COM$428,4670.25%4,535CommonSOLE
835699307SONYSONY GROUP CORP SPONSORED ADR$428,2360.25%20,238CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$427,5750.25%812CommonSOLE
25460G286TSLLDIREXION DAILY TSLA BULL 2X SHARES$422,6630.25%15,352CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL COM$417,1050.24%6,417CommonSOLE
05464C101AXONAXON ENTERPRISE INC COM$411,2690.24%692CommonSOLE
74435K204PUKPRUDENTIAL PLC ADR$404,7640.24%25,393CommonSOLE
143658300CCL1EURCARNIVAL CORP PAIRED CTF$404,3520.24%16,226CommonSOLE
74347R107SSOPROSHARES ULTRA S&P 500$395,6710.23%4,277CommonSOLE
438516106HONHONEYWELL INTL INC COM$395,5330.23%1,751CommonSOLE
405552100HLNHALEON PLC SPON ADS$393,1620.23%41,212CommonSOLE
009158106APDAIR PRODS & CHEMS INC COM$385,1730.23%1,328CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATION COM$367,1790.22%332CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$365,0270.21%3,022CommonSOLE
14149Y108CAHCARDINAL HEALTH INC COM$355,5200.21%3,006CommonSOLE
254709108DFSEURDISCOVER FINL SVCS COM$352,0030.21%2,032CommonSOLE
92840M102VSTVISTRA CORP COM$338,8840.20%2,458CommonSOLE
031100100AMEAMETEK INC COM$338,3480.20%1,877CommonSOLE
46429B663HDVISHARES CORE HIGH DIVIDEND ETF$330,2690.19%2,942CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATION CL A$327,9010.19%849CommonSOLE
808524102SCHBSCHWAB U S BROAD MARKET ETF$326,1080.19%14,366CommonSOLE
337738108FISVFISERV INC COM$320,8660.19%1,562CommonSOLE
74347R842UWMPROSHARES ULTRA RUSSELL2000$317,5160.19%7,587CommonSOLE
80105N105SNYSANOFI SPONSORED ADR$316,3410.19%6,559CommonSOLE
464285204IAUISHARES GOLD TRUST$315,7750.19%6,378CommonSOLE
18915M107NETCLOUDFLARE INC CL A COM$308,5030.18%2,865CommonSOLE
46432F396MTUMISHARES MSCI USA MOMENTUM FACTOR ETF$304,7930.18%1,473CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING MARKETS ETF$303,9730.18%5,821CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A$302,9860.18%3,940CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD ORD$299,2140.18%3,240CommonSOLE
594972408MSTRMICROSTRATEGY INC CL A NEW$295,9920.17%1,022CommonSOLE
441593100HLIHOULIHAN LOKEY INC CL A$290,1860.17%1,671CommonSOLE
670100205NVONOVO-NORDISK A S ADR$283,5220.17%3,296CommonSOLE
92537N108VRTVERTIV HOLDINGS CO COM CL A$280,6170.16%2,470CommonSOLE
285512109EAELECTRONIC ARTS INC COM$272,2640.16%1,861CommonSOLE
20825C104COPCONOCOPHILLIPS COM$271,4280.16%2,737CommonSOLE
032654105ADIANALOG DEVICES INC COM$264,3000.15%1,244CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC CL A$259,7770.15%1,828CommonSOLE
88033G407THCTENET HEALTHCARE CORP COM NEW$255,7420.15%2,026CommonSOLE
526107107LIILENNOX INTL INC COM$254,6870.15%418CommonSOLE
22052L104CTVACORTEVA INC COM$247,0360.14%4,337CommonSOLE
036752103ELVELEVANCE HEALTH INC COM$242,7360.14%658CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY COM$237,2290.14%3,278CommonSOLE
422806208HEI/AHEICO CORP NEW CL A$233,5300.14%1,255CommonSOLE
778296103ROSTROSS STORES INC COM$231,5940.14%1,531CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA INC COM NEW$231,3610.14%1,083CommonSOLE
693718108PCARPACCAR INC COM$230,5080.14%2,216CommonSOLE
216648501COOCOOPER COS INC COM$223,3900.13%2,430CommonSOLE
780259305SHELSHELL PLC SPON ADS$221,8440.13%3,541CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP COM$218,1170.13%975CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC COM$217,6770.13%469CommonSOLE
G3730V105FTAIFTAI AVIATION LTD SHS$217,5000.13%1,510CommonSOLE
922908629VOVANGUARD MID-CAP ETF$211,3040.12%800CommonSOLE
294429105EFXEQUIFAX INC COM$211,2710.12%829CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC COM$211,1800.12%3,501CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$210,9190.12%5,620CommonSOLE
75513E101RTXRTX CORPORATION COM$210,6100.12%1,820CommonSOLE
444859102HUMHUMANA INC COM$207,7880.12%819CommonSOLE
063679534MICROSECTORS FANG INDEX 3X LEVERAGED ETN$206,5910.12%354CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL IN FNF GROUP COM$205,7530.12%3,665CommonSOLE
595112103MUMICRON TECHNOLOGY INC COM$205,5190.12%2,442CommonSOLE
04016X101ARGXARGENX SE SPONSORED ADR$204,1800.12%332CommonSOLE
743315103PGRPROGRESSIVE CORP COM$204,1480.12%852CommonSOLE
921946406VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF$202,2300.12%1,585CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$199,8150.12%395CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP COM$195,2220.11%2,108CommonSOLE
22822V101CCICROWN CASTLE INC COM$194,8620.11%2,147CommonSOLE
G7S00T104PNRPENTAIR PLC SHS$194,7380.11%1,935CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC COM$193,2600.11%590CommonSOLE
747525103QCOMQUALCOMM INC COM$192,4860.11%1,253CommonSOLE
830566105SKAASKECHERS U S A INC CL A$192,3740.11%2,861CommonSOLE
861012102STMSTMICROELECTRONICS N V NY REGISTRY$191,8450.11%7,683CommonSOLE
464287556IBBISHARES BIOTECHNOLOGY ETF$190,3820.11%1,440CommonSOLE
319390100FBIZFIRST BUSINESS FINL SVCS INC W COM$189,7890.11%4,100CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$189,5370.11%298CommonSOLE
217204106CPRTCOPART INC COM$188,2970.11%3,281CommonSOLE
278865100ECLECOLAB INC COM$187,4560.11%800CommonSOLE
50212V100LPLALPL FINL HLDGS INC COM$186,7640.11%572CommonSOLE
H01301128ALCALCON AG ORD SHS$184,3810.11%2,172CommonSOLE
15643U104LEUCENTRUS ENERGY CORP CL A$182,1780.11%2,735CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC COM$179,5840.11%1,118CommonSOLE
67090S108NCDLNUVEEN CHURCHILL DIRECT LENDIN COM SHS$179,2270.11%10,681CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC COM$176,9380.10%833CommonSOLE
73278L105POOLPOOL CORP COM$175,9250.10%516CommonSOLE
115236101BROBROWN & BROWN INC COM$175,0660.10%1,716CommonSOLE
808524805SCHFSCHWAB INTERNATIONAL EQUITY ETF$174,8070.10%9,449CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC COM$173,6880.10%2,292CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC COM$170,4100.10%288CommonSOLE
464287804IJRISHARES CORE S&P SMALL CAP ETF$169,6040.10%1,472CommonSOLE
08265T208BSYBENTLEY SYS INC COM CL B$169,1470.10%3,622CommonSOLE
78409V104SPGIS&P GLOBAL INC COM$167,8360.10%337CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$166,3510.10%574CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC COM$164,2980.10%1,223CommonSOLE
81141R100SESEA LTD SPONSORD ADS$158,9380.09%1,498CommonSOLE
808513105SCHWSCHWAB CHARLES CORP COM$157,3450.09%2,126CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$155,4910.09%442CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$151,6790.09%2,184CommonSOLE
30214U102EXPOEXPONENT INC COM$151,3810.09%1,699CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC COM$149,2830.09%542CommonSOLE
42809H107HESHESS CORP COM$148,9710.09%1,120CommonSOLE
882508104TXNTEXAS INSTRS INC COM$148,8830.09%794CommonSOLE
11271J107BNBROOKFIELD CORP CL A LTD VT SH$147,0150.09%2,559CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS INC COM$145,8280.09%645CommonSOLE
00214Q104ARKKARK INNOVATION ETF$145,3310.09%2,560CommonSOLE
655663102NDSNNORDSON CORP COM$143,5390.08%686CommonSOLE
75734B100RDDTREDDIT INC CL A$143,5000.08%878CommonSOLE
580135101MCDMCDONALDS CORP COM$143,2060.08%494CommonSOLE
303075105FDSFACTSET RESH SYS INC COM$143,1230.08%298CommonSOLE
902973304USBUS BANCORP DEL COM NEW$141,3850.08%2,956CommonSOLE
G0176J109ALLEALLEGION PLC ORD SHS$138,3900.08%1,059CommonSOLE
25754A201DPZDOMINOS PIZZA INC COM$136,0020.08%324CommonSOLE
29109X106AZPN1USDASPEN TECHNOLOGY INC COM$131,5550.08%527CommonSOLE
228903100AORTARTIVION INC COM$131,3710.08%4,595CommonSOLE
084423102WRBBERKLEY W R CORP COM$127,1640.07%2,173CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC COM$125,5230.07%602CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW$123,4080.07%711CommonSOLE
235851102DHRDANAHER CORPORATION COM$115,4640.07%503CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$114,5240.07%200CommonSOLE
855244109SBUXSTARBUCKS CORP COM$113,0830.07%1,239CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC COM$112,7880.07%9,052CommonSOLE
872540109TJXTJX COS INC NEW COM$111,6280.07%924CommonSOLE
55354G100MSCIMSCI INC COM$111,6020.07%186CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW COM$109,9520.06%120CommonSOLE
34959J108FTVFORTIVE CORP COM$109,2750.06%1,457CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC SHS$106,6340.06%1,351CommonSOLE
443201108HWMHOWMET AEROSPACE INC COM$104,9950.06%960CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP COM$103,5100.06%708CommonSOLE
45781V101IIPRINNOVATIVE INDL PPTYS INC COM$101,9590.06%1,530CommonSOLE
682680103OKEONEOK INC NEW COM$100,9020.06%1,005CommonSOLE
244199105DEDEERE & CO COM$100,4170.06%237CommonSOLE
464288570DSIISHARES MSCI KLD 400 SOCIAL ETF$98,8940.06%897CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$97,9410.06%330CommonSOLE
532457108LLYELI LILLY & CO COM$97,2720.06%126CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION COM$96,9290.06%1,420CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE INC COM$96,8440.06%549CommonSOLE
04626A103ALABASTERA LABS INC COM$94,7020.06%715CommonSOLE
461202103INTUINTUIT COM$94,2750.06%150CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD ORD SHS$93,6280.05%2,125CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CL A$92,3830.05%270CommonSOLE
742718109PGPROCTER AND GAMBLE CO COM$88,3520.05%527CommonSOLE
863667101SYKSTRYKER CORPORATION COM$88,2120.05%245CommonSOLE
48251W104KKRKKR & CO INC COM$86,5270.05%585CommonSOLE
448947507IDTIDT CORP CL B NEW$85,5360.05%1,800CommonSOLE
654106103NKENIKE INC CL B$84,9100.05%1,122CommonSOLE
302635206FSKFS KKR CAP CORP COM$84,5990.05%3,895CommonSOLE
92206C847VGLTVANGUARD LONG-TERM TREASURY ETF$83,6340.05%1,511CommonSOLE
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101137107BSXBOSTON SCIENTIFIC CORP COM$83,0680.05%930CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP COM$80,1030.05%879CommonSOLE
060505104BACBANK AMERICA CORP COM$79,5930.05%1,811CommonSOLE
125269100CFCF INDS HLDGS INC COM$78,8360.05%924CommonSOLE
166764100CVXCHEVRON CORP NEW COM$78,3580.05%541CommonSOLE
06738E204BCSBARCLAYS PLC ADR$74,5300.04%5,608CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP COM SER C$72,7410.04%973CommonSOLE
H5919C104ONONON HLDG AG NAMEN AKT A$69,5580.04%1,270CommonSOLE
82509L107SHOPSHOPIFY INC CL A$69,1150.04%650CommonSOLE
191216100KOCOCA COLA CO COM$67,5520.04%1,085CommonSOLE
464287168DVYISHARES SELECT DIVIDEND ETF$67,4830.04%514CommonSOLE
437076102HDHOME DEPOT INC COM$64,9610.04%167CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC SHS$62,7470.04%1,165CommonSOLE
81369Y308XLPCONSUMER STAPLES SELECT SECTOR SPDR FUND$62,4950.04%795CommonSOLE
81369Y886XLUUTILITIES SELECT SECTOR SPDR FUND$62,1410.04%821CommonSOLE
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512807306LRCXLAM RESEARCH CORP COM NEW$59,9510.04%830CommonSOLE
81369Y209XLVHEALTH CARE SELECT SECTOR SPDR FUND$58,1920.03%423CommonSOLE
46435U713IFRAISHARES U S INFRASTRUCTURE ETF$57,9090.03%1,251CommonSOLE
46138E149PSCHINVESCO S&P SMALLCAP HEALTH CARE ETF$57,7980.03%1,305CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$55,0710.03%922CommonSOLE
464288240ACWXISHARES MSCI ACWI EX U S ETF$54,7680.03%1,050CommonSOLE
808524862SCHOSCHWAB SHORT-TERM US TREASURY ETF$53,9910.03%2,244CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC COM$53,1360.03%2,804CommonSOLE
46435G425ESGUISHARES ESG AWARE MSCI USA ETF$50,4970.03%392CommonSOLE
45104G104IBNICICI BANK LIMITED ADR$49,1200.03%1,645CommonSOLE
717081103PFEPFIZER INC COM$48,8150.03%1,840CommonSOLE
29358P101ENSGENSIGN GROUP INC COM$48,2280.03%363CommonSOLE
00326A104SGOLABRDN PHYSICAL GOLD SHARES ETF$46,3170.03%1,849CommonSOLE
515098101LSTRLANDSTAR SYS INC COM$46,2300.03%269CommonSOLE
931142103WMTWALMART INC COM$46,0790.03%510CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRUST$45,5660.03%80CommonSOLE
00724F101ADBEADOBE INC COM$44,9130.03%101CommonSOLE
00162Q395OUSMALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF$44,3760.03%1,015CommonSOLE
525558201LMATLEMAITRE VASCULAR INC COM$43,5820.03%473CommonSOLE
09290C509LCTUBLACKROCK U S CARBON TRANSITION READINESS ETF$42,9140.03%670CommonSOLE
78464A508SPYVSPDR PORTFOLIO S&P 500 VALUE ETF$41,5260.02%812CommonSOLE
G3223R108EGEVEREST GROUP LTD COM$40,2330.02%111CommonSOLE
G4705A100ICLRICON PLC SHS$40,0550.02%191CommonSOLE
464288273SCZISHARES MSCI EAFE SMALL-CAP ETF$38,2730.02%630CommonSOLE
94106L109WMWASTE MGMT INC DEL COM$37,9370.02%188CommonSOLE
58733R102MELIMERCADOLIBRE INC COM$37,4100.02%22CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD SPONSORED ADS$36,6450.02%3,639CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$36,2510.02%337CommonSOLE
464288679SHVISHARES SHORT TREASURY BOND ETF$35,7860.02%325CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$35,1970.02%75CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR TR UNIT$33,8230.02%3,505CommonSOLE
92206C102VGSHVANGUARD SHORT-TERM TREASURY ETF$33,2210.02%571CommonSOLE
46436E767USXFISHARES ESG ADVANCED MSCI USA ETF$33,1630.02%667CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC COM$32,8180.02%820CommonSOLE
040413205ANETARISTA NETWORKS INC COM SHS$30,9480.02%280CommonSOLE
205887102CAGCONAGRA BRANDS INC COM$30,5810.02%1,102CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP CL C$30,1330.02%153CommonSOLE
30063P105EXKEXACT SCIENCES CORP COM$29,7250.02%529CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC COM$29,4030.02%260CommonSOLE
464286533EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF$29,4010.02%507CommonSOLE
147528103CASYCASEYS GEN STORES INC COM$28,9250.02%73CommonSOLE
665531307NOGNORTHERN OIL & GAS INC COM$26,7920.02%721CommonSOLE
464287101OEFISHARES S&P 100 ETF$25,9970.02%90CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR UNIT$25,8800.02%1,285CommonSOLE
85210B102SGDMSPROTT GOLD MINERS ETF$25,3180.01%912CommonSOLE
907818108UNPUNION PAC CORP COM$25,0840.01%110CommonSOLE
854231107SXISTANDEX INTL CORP COM$25,0570.01%134CommonSOLE
29446M102EQNREQUINOR ASA SPONSORED ADR$24,5670.01%1,037CommonSOLE
125523100CITHE CIGNA GROUP COM$24,3000.01%88CommonSOLE
00162Q452AMLPALERIAN MLP ETF$24,0800.01%500CommonSOLE
513272104LWLAMB WESTON HLDGS INC COM$24,0590.01%360CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$23,6950.01%121CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK$23,3800.01%148CommonSOLE
29977A105EVREVERCORE INC CLASS A$23,2840.01%84CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK COM$22,4880.01%505CommonSOLE
871607107SNPSSYNOPSYS INC COM$22,3270.01%46CommonSOLE
46435G219IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF$22,0030.01%496CommonSOLE
46266C105IQVIQVIA HLDGS INC COM$21,2230.01%108CommonSOLE
718546104PSXPHILLIPS 66 COM$21,1910.01%186CommonSOLE
852066208SIISPROTT INC COM NEW$21,0850.01%500CommonSOLE
92189F106GDXVANECK GOLD MINERS ETF$21,0240.01%620CommonSOLE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$20,4080.01%747CommonSOLE
46436E759DMXFISHARES ESG ADVANCED MSCI EAFE ETF$20,0320.01%310CommonSOLE
H1467J104CBCHUBB LIMITED COM$19,0650.01%69CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC SHS$17,7290.01%48CommonSOLE
368736104GNRCGENERAC HLDGS INC COM$17,5210.01%113CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC COM$17,4530.01%83CommonSOLE
58155Q103MCKMCKESSON CORP COM$17,0970.01%30CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION COM NEW$17,0700.01%146CommonSOLE
254687106DISDISNEY WALT CO COM$16,3740.01%147CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC COM$16,3020.01%191CommonSOLE
922475108VEEVVEEVA SYS INC CL A COM$15,9790.01%76CommonSOLE
653656108NICENICE LTD SPONSORED ADR$15,9650.01%94CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC COM$15,8330.01%499CommonSOLE
58933Y105MRKMERCK & CO INC COM$15,6180.01%157CommonSOLE
17275R102CSCOCISCO SYS INC COM$14,7410.01%249CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC COM$14,7030.01%132CommonSOLE
404280406HSBCHSBC HLDGS PLC SPON ADR NEW$14,0470.01%284CommonSOLE
92939U106WECWEC ENERGY GROUP INC COM$12,6950.01%135CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$12,6100.01%100CommonSOLE
464287606IJKISHARES S&P MID-CAP 400 GROWTH ETF$12,5480.01%138CommonSOLE
92204A504VHTVANGUARD HEALTH CARE ETF$11,9230.01%47CommonSOLE
56585A102MPCMARATHON PETE CORP COM$11,8580.01%85CommonSOLE
744320102PRUPRUDENTIAL FINL INC COM$11,8530.01%100CommonSOLE
052769106ADSKAUTODESK INC COM$11,5270.01%39CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC COM$11,3550.01%300CommonSOLE
888787108TOSTTOAST INC CL A$11,3000.01%310CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B$11,2720.01%310CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC COM$10,8750.01%44CommonSOLE
46434G863ESGEISHARES ESG AWARE MSCI EM ETF$10,8520.01%325CommonSOLE
369604301GEGE AEROSPACE COM NEW$10,8410.01%65CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC COM$10,6720.01%9CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO COM$10,0680.01%178CommonSOLE
088606108BHPBHP GROUP LTD SPONSORED ADS$10,0590.01%206CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$10,0400.01%25CommonSOLE
504922105LHLABCORP HOLDINGS INC COM SHS$10,0240.01%43CommonSOLE
031162100AMGNAMGEN INC COM$9,9040.01%38CommonSOLE
74348A467NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF$9,5570.01%96CommonSOLE
21036P108STZCONSTELLATION BRANDS INC CL A$9,5030.01%43CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM NEW$9,4810.01%88CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC COM$9,4510.01%145CommonSOLE
98138H101WDAYWORKDAY INC CL A$9,2890.01%36CommonSOLE
464287705IJJISHARES S&P MID-CAP 400 VALUE ETF$9,1220.01%73CommonSOLE
37950E101NORWGLOBAL X MSCI NORWAY ETF$8,9400.01%381CommonSOLE
00287Y109ABBVABBVIE INC COM$8,8850.01%50CommonSOLE
46435G193SUSCISHARES ESG AWARE USD CORPORATE BOND ETF$8,8840.01%391CommonSOLE
893641100TDGTRANSDIGM GROUP INC COM$8,8710.01%7CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$8,7930.01%40CommonSOLE
46222L108IONQIONQ INC COM$8,7720.01%210CommonSOLE
042068205ARMARM HOLDINGS PLC SPONSORED ADS$8,6350.01%70CommonSOLE
46435U549EAGGISHARES ESG AWARE US AGGREGATE BOND ETF$8,5910.01%185CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC COM$8,5330.01%78CommonSOLE
78464A755XMESPDR S&P METALS & MINING ETF$8,5130.00%150CommonSOLE
31428X106FDXFEDEX CORP COM$8,4400.00%30CommonSOLE
59156R108METMETLIFE INC COM$8,1880.00%100CommonSOLE
172908105CTASCINTAS CORP COM$8,0390.00%44CommonSOLE
345370860FFORD MTR CO COM$7,9200.00%800CommonSOLE
46428Q109SLVISHARES SILVER TRUST$7,8990.00%300CommonSOLE
256163106DOCUDOCUSIGN INC COM$7,8250.00%87CommonSOLE
46434V803HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF$7,7840.00%224CommonSOLE
464289438IWYISHARES RUSSELL TOP 200 GROWTH ETF$7,7640.00%33CommonSOLE
46429B747STIPISHARES 0-5 YEAR TIPS BOND ETF$7,7460.00%77CommonSOLE
46187W107INVHINVITATION HOMES INC COM$7,7370.00%242CommonSOLE
412822108HOGHARLEY DAVIDSON INC COM$7,5330.00%250CommonSOLE
464288257ACWIISHARES MSCI ACWI ETF$7,5200.00%64CommonSOLE
053611109AVYAVERY DENNISON CORP COM$7,2980.00%39CommonSOLE
464287341IXCISHARES GLOBAL ENERGY ETF$7,2160.00%189CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC COM$7,2110.00%24CommonSOLE
98978V103ZTSZOETIS INC CL A$7,1690.00%44CommonSOLE
351858105FNVFRANCO NEV CORP COM$7,0550.00%60CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC COM CL A$6,9780.00%300CommonSOLE
09290C608LCTDBLACKROCK WORLD EX U S CARBON TRANSITION READINESS ETF$6,8320.00%157CommonSOLE
00123Q104AGNCAGNC INVT CORP COM$6,4470.00%700CommonSOLE
668771108GENGEN DIGITAL INC COM$6,4340.00%235CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE CO COM$6,4050.00%300CommonSOLE
458140100INTCINTEL CORP COM$6,3760.00%318CommonSOLE
452308109ITWILLINOIS TOOL WKS INC COM$6,3390.00%25CommonSOLE
82575P107SBSWSIBANYE STILLWATER LTD SPONSORED ADR$6,2700.00%1,900CommonSOLE
92338C103VLTOVERALTO CORP COM SHS$6,2130.00%61CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWARE COM$6,0750.00%33CommonSOLE
48282T104KAIKADANT INC COM$5,8650.00%17CommonSOLE
22160N109CSGPCOSTAR GROUP INC COM$5,7270.00%80CommonSOLE
92206C706VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF$5,6840.00%98CommonSOLE
904767704UNILEVER PLC SPON ADR NEW$5,6700.00%100CommonSOLE
98980G102ZSZSCALER INC COM$5,4120.00%30CommonSOLE
85208P709LITPSPROTT LITHIUM MINERS ETF$5,3440.00%800CommonSOLE
184496107CLHCLEAN HARBORS INC COM$5,2930.00%23CommonSOLE
81369Y100XLBMATERIALS SELECT SECTOR SPDR FUND$4,9640.00%59CommonSOLE
922908736VUGVANGUARD GROWTH ETF$4,9250.00%12CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$4,8590.00%10CommonSOLE
88339J105TTDTHE TRADE DESK INC COM CL A$4,8190.00%41CommonSOLE
501889208LKQLKQ CORP COM$4,7410.00%129CommonSOLE
74935Q107RBARB GLOBAL INC COM$4,6910.00%52CommonSOLE
46435G532SDGISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF$4,6510.00%65CommonSOLE
25243Q205DEODIAGEO PLC SPON ADR NEW$4,5770.00%36CommonSOLE
46434G848PICKISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF$4,3740.00%125CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V COM$4,3650.00%21CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP COM$4,0720.00%55CommonSOLE
92189F601NLRVANECK URANIUM AND NUCLEAR ETF$4,0670.00%50CommonSOLE
85208P303URNMSPROTT URANIUM MINERS ETF$4,0310.00%100CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT CL A$4,0040.00%107CommonSOLE
G5960L103MDTMEDTRONIC PLC SHS$3,9940.00%50CommonSOLE
369550108GDGENERAL DYNAMICS CORP COM$3,9520.00%15CommonSOLE
29273V100ETENERGY TRANSFER L P COM UT LTD PTN$3,9180.00%200CommonSOLE
358029106FMSFRESENIUS MEDICAL CARE AG SPONSORED ADR$3,8490.00%170CommonSOLE
713448108PEPPEPSICO INC COM$3,8020.00%25CommonSOLE
49456B101KMIKINDER MORGAN INC DEL COM$3,6990.00%135CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO COM$3,6120.00%133CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC COM$3,5460.00%31CommonSOLE
46436E619EUSBISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF$3,4410.00%81CommonSOLE
574599106MASMASCO CORP COM$3,4110.00%47CommonSOLE
G9460G101VALVALARIS LTD CL A$3,3180.00%75CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC COM$3,2980.00%51CommonSOLE
40434L105HPQHP INC COM$3,2630.00%100CommonSOLE
693506107PPGPPG INDS INC COM$3,2250.00%27CommonSOLE
053332102AZOAUTOZONE INC COM$3,2020.00%1CommonSOLE
126650100CVSCVS HEALTH CORP COM$3,1870.00%71CommonSOLE
497266106KEXKIRBY CORP COM$3,1740.00%30CommonSOLE
78463X749RWOSPDR DOW JONES GLOBAL REAL ESTATE ETF$3,1740.00%74CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR FUND$3,0230.00%13CommonSOLE
88023U101SGITEMPUR SEALY INTL INC COM$3,0050.00%53CommonSOLE
23355L106DXCDXC TECHNOLOGY CO COM$2,9970.00%150CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$2,8680.00%40CommonSOLE
74767V109QSQUANTUMSCAPE CORP COM CL A$2,8550.00%550CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC COM NEW$2,8350.00%93CommonSOLE
37940X102GPNGLOBAL PMTS INC COM$2,8020.00%25CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC COM$2,7850.00%17CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS$2,5730.00%100CommonSOLE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$2,4900.00%4CommonSOLE
78468R663BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF$2,3770.00%26CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC COM$2,2170.00%25CommonSOLE
29250N105ENBENBRIDGE INC COM$2,1220.00%50CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS INC CL A$1,9090.00%36CommonSOLE
46435G243SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF$1,9020.00%77CommonSOLE
G85158106STNESTONECO LTD COM CL A$1,7930.00%225CommonSOLE
566330106MCSMARCUS CORP DEL COM$1,7200.00%80CommonSOLE
958102105WDCWESTERN DIGITAL CORP COM$1,6700.00%28CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO CL A$1,6590.00%25CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW COM$1,6370.00%50CommonSOLE
84863T106SPOKSPOK HLDGS INC COM$1,6050.00%100CommonSOLE
256746108DLTRDOLLAR TREE INC COM$1,5740.00%21CommonSOLE
98262P101WW6WW INTL INC COM$1,4990.00%1,180CommonSOLE
549498103CCIVGBPLUCID GROUP INC COM$1,4190.00%470CommonSOLE
527064109LESLIES INC COM$1,1150.00%500CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW SPONSORED ADR$9340.00%110CommonSOLE
42806J148HTZWWHERTZ GLOBAL HLDGS INC WT EXP 063051$8320.00%387CommonSOLE
29786A106ETSYETSY INC COM$7930.00%15CommonSOLE
53681J103LACLITHIUM AMERS CORP NEW COM SHS$5640.00%190CommonSOLE
34965K107FTREFORTREA HLDGS INC COMMON STOCK$4850.00%26CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$3080.00%11CommonSOLE
921909768VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF$1770.00%3CommonSOLE
75574U101RCREADY CAPITAL CORP COM$950.00%14CommonSOLE
42328V801HSDTEURHELIUS MED TECHNOLOGIES INC COM CL A NEW$670.00%100CommonSOLE
88338N206TXMDTHERAPEUTICSMD INC COM NEW$340.00%40CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TRUST ETF$310.00%1CommonSOLE
90138Q306VGACGBP23ANDME HOLDING CO CL A NEW$160.00%5CommonSOLE
09228F103BBBLACKBERRY LTD COM$80.00%2CommonSOLE

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.