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Glen Eagle Advisors, LLC

Q2 2023 · 13F-HR

Glen Eagle Advisors, LLCholdings as filed

Filed 2024-08-13 · accession 0002029317-24-000028

$433.9M
Reported value
1,066
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1066

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$21.1M4.87%47,674CommonSOLE
594918104MSFTMICROSOFT CORP$20.5M4.73%60,205CommonSOLE
478160104JNJJOHNSON &JOHNSON$19.6M4.52%118,482CommonSOLE
74348A467NOBLPROSHARES TR$16.5M3.80%175,054CommonSOLE
97717X669DGRWWISDOMTREE TR$15.2M3.51%228,630CommonSOLE
037833100AAPLAPPLE INC$15.1M3.47%77,654CommonSOLE
33740U760BUFTFIRST TR EXCHNG TRADED FD VI$12.3M2.83%617,319CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$10.2M2.36%68,369CommonSOLE
67066G104NVDANVIDIA CORPORATION$8.9M2.05%21,002CommonSOLE
023135106AMZNAMAZON COM INC$7.4M1.69%56,392CommonSOLE
46090E103QQQINVESCO QQQ TR$6.7M1.55%18,252CommonSOLE
464287200IVVISHARES TR$6.7M1.55%15,075CommonSOLE
92826C839VVISA INC$6.5M1.50%27,442CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.0M1.37%17,490CommonSOLE
78468R200FLRNSPDR SER TR$5.6M1.30%183,831CommonSOLE
65339F101NEENEXTERA ENERGY INC$5.4M1.25%73,028CommonSOLE
02079K305GOOGLALPHABET INC$5.1M1.17%42,334CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$5.1M1.17%47,607CommonSOLE
94106L109WMWASTE MGMT INC DEL$5.0M1.16%29,094CommonSOLE
464287408IVEISHARES TR$4.8M1.11%29,814CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.8M1.10%9,930CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.6M1.07%21,205CommonSOLE
931142103WMTWALMART INC$4.4M1.00%27,698CommonSOLE
46436E718SGOVISHARES TR$4.2M0.97%41,778CommonSOLE
78470P200STOTSSGA ACTIVE TR$4.2M0.97%90,200CommonSOLE
46434V621DGROISHARES TR$3.8M0.87%72,077CommonSOLE
78464A508SPYVSPDR SER TR$3.7M0.86%85,773CommonSOLE
97717W604DESWISDOMTREE TR$3.3M0.76%113,728CommonSOLE
437076102HDHOME DEPOT INC$3.2M0.73%10,261CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$3.2M0.73%6,640CommonSOLE
464288646IGSBISHARES TR$3.2M0.73%63,362CommonSOLE
09661T602BKAGBNY MELLON ETF TRUST$3.1M0.71%73,011CommonSOLE
464287150ITOTISHARES TR$3.0M0.69%30,470CommonSOLE
46625H100JPMJPMORGAN CHASE &CO$3.0M0.69%20,532CommonSOLE
11135F101AVGOBROADCOM INC$2.9M0.68%3,383CommonSOLE
464287465EFAISHARES TR$2.8M0.65%38,612CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.7M0.61%17,548CommonSOLE
78468R101SPTSSPDR SER TR$2.7M0.61%92,235CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$2.6M0.60%51,669CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.5M0.57%5,353CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$2.4M0.55%4,897CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.4M0.54%4,383CommonSOLE
00287Y109ABBVABBVIE INC$2.3M0.54%17,271CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2.2M0.52%8,464CommonSOLE
45783Y814BUFFINNOVATOR ETFS TR$2.2M0.51%58,208CommonSOLE
69374H881COWZPACER FDS TR$2.2M0.51%45,999CommonSOLE
09247X101BLKCHFBLACKROCK INC$2.1M0.49%3,080CommonSOLE
532457108LLYLILLY ELI &CO$2.1M0.48%4,402CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$2.0M0.47%32,503CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$2.0M0.46%12,129CommonSOLE
97717X578XSOEWISDOMTREE TR$2.0M0.45%70,495CommonSOLE
464287804IJRISHARES TR$1.9M0.44%19,283CommonSOLE
717081103PFEPFIZER INC$1.9M0.43%51,257CommonSOLE
872540109TJXTJX COS INC NEW$1.9M0.43%21,857CommonSOLE
97717W422EPIWISDOMTREE TR$1.8M0.41%50,348CommonSOLE
464287655IWMISHARES TR$1.7M0.40%9,246CommonSOLE
166764100CVXCHEVRON CORP NEW$1.7M0.39%10,856CommonSOLE
244199105DEDEERE &CO$1.7M0.38%4,090CommonSOLE
464288752ITBISHARES TR$1.6M0.37%18,840CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.6M0.37%9,349CommonSOLE
464287168DVYISHARES TR$1.6M0.36%13,937CommonSOLE
78464A870XBISPDR SER TR$1.5M0.35%18,265CommonSOLE
58933Y105MRKMERCK &CO INC$1.5M0.34%12,875CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.5M0.34%18,204CommonSOLE
88160R101TSLATESLA INC$1.5M0.34%5,598CommonSOLE
713448108PEPPEPSICO INC$1.5M0.34%7,909CommonSOLE
92204A876VPUVANGUARD WORLD FDS$1.5M0.34%10,252CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.4M0.33%5,098CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.4M0.33%7,373CommonSOLE
464287457SHYISHARES TR$1.4M0.32%17,354CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$1.4M0.32%27,801CommonSOLE
78468R853SPSMSPDR SER TR$1.4M0.32%35,962CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.4M0.31%8,392CommonSOLE
149123101CATCATERPILLAR INC$1.3M0.31%5,383CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.3M0.30%12,326CommonSOLE
316092790FQALFIDELITY COVINGTON TRUST$1.3M0.30%26,125CommonSOLE
464287176TIPISHARES TR$1.3M0.30%12,233CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$1.3M0.30%23,118CommonSOLE
464287234EEMISHARES TR$1.3M0.30%32,696CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.28%7,016CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.2M0.28%32,620CommonSOLE
74340W103PLDPROLOGIS INC.$1.1M0.26%9,283CommonSOLE
580135101MCDMCDONALDS CORP$1.1M0.26%3,789CommonSOLE
863667101SYKSTRYKER CORPORATION$1.1M0.25%3,613CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.1M0.25%10,050CommonSOLE
33740U406DDECFIRST TR EXCHNG TRADED FD VI$1.1M0.25%31,495CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.1M0.24%31,524CommonSOLE
46434V381XTISHARES TR$1.1M0.24%19,016CommonSOLE
78464A763SDYSPDR SER TR$1.0M0.24%8,552CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$1.0M0.23%1,574CommonSOLE
756109104OREALTY INCOME CORP$992,3310.23%16,597CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$957,7930.22%5,641CommonSOLE
78464A409SPYGSPDR SER TR$870,2420.20%14,151CommonSOLE
78464A656SPIPSPDR SER TR$868,0540.20%33,594CommonSOLE
33740F615DMARFIRST TR EXCHNG TRADED FD VI$842,9930.19%26,115CommonSOLE
548661107LOWLOWES COS INC$834,0550.19%3,696CommonSOLE
79466L302CRMSALESFORCE INC$804,6900.19%3,809CommonSOLE
191216100KOCOCA COLA CO$796,5740.18%13,228CommonSOLE
46429B291QLTAISHARES TR$783,7060.18%16,611CommonSOLE
G5960L103MDTMEDTRONIC PLC$772,1230.18%8,765CommonSOLE
126650100CVSCVS HEALTH CORP$771,8170.18%11,165CommonSOLE
922908363VOOVANGUARD INDEX FDS$760,5080.18%1,868CommonSOLE
30303M102METAMETA PLATFORMS INC$751,6010.17%2,619CommonSOLE
17275R102CSCOCISCO SYS INC$748,7420.17%14,472CommonSOLE
922908637VVVANGUARD INDEX FDS$745,8070.17%3,679CommonSOLE
097023105BABOEING CO$720,0560.17%3,410CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$718,4850.17%13,332CommonSOLE
767204100RIORIO TINTO PLC$715,2950.16%11,205CommonSOLE
922908553VNQVANGUARD INDEX FDS$712,6160.16%8,529CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$705,9750.16%8,520CommonSOLE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$699,9190.16%27,876CommonSOLE
46432F339QUALISHARES TR$695,0070.16%5,154CommonSOLE
46138J866INVESCO EXCH TRD SLF IDX FD$689,2960.16%32,560CommonSOLE
02079K107GOOGALPHABET INC$663,6540.15%5,487CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$656,1430.15%3,572CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$636,4510.15%3,551CommonSOLE
33740F771DFEBFIRST TR EXCHNG TRADED FD VI$632,2200.15%17,875CommonSOLE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$627,9700.14%46,969CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$627,2810.14%15,718CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$626,7520.14%4,722CommonSOLE
438516106HONHONEYWELL INTL INC$619,0970.14%2,983CommonSOLE
780259305SHELSHELL PLC$609,1100.14%10,088CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$606,8150.14%1,164CommonSOLE
68389X105ORCLORACLE CORP$602,1400.14%5,057CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$600,4620.14%6,692CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$594,1950.14%3,036CommonSOLE
907818108UNPUNION PAC CORP$589,3980.14%2,881CommonSOLE
001744101AMNAMN HEALTHCARE SVCS INC$579,7550.13%5,313CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$565,3970.13%7,473CommonSOLE
464287507IJHISHARES TR$559,4050.13%2,000CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$523,5590.12%2,383CommonSOLE
46138J841BSCOINVESCO EXCH TRD SLF IDX FD$521,8410.12%25,369CommonSOLE
81762P102NOWSERVICENOW INC$521,5090.12%928CommonSOLE
464287606IJKISHARES TR$518,5390.12%6,914CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$516,7110.12%12,999CommonSOLE
458140100INTCINTEL CORP$511,6110.12%15,300CommonSOLE
871829107SYYSYSCO CORP$500,9720.12%6,752CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$499,0890.12%3,973CommonSOLE
670346105NUENUCOR CORP$498,8280.11%3,042CommonSOLE
92204A306VDEVANGUARD WORLD FDS$494,4590.11%4,380CommonSOLE
67092P607NUSCNUSHARES ETF TR$493,9100.11%13,353CommonSOLE
464288158SUBISHARES TR$490,0020.11%4,627CommonSOLE
652526203NEWTNEWTEKONE INC$479,8250.11%30,178CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$471,2070.11%6,354CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$470,6310.11%11,570CommonSOLE
78464A359CWBSPDR SER TR$454,7870.10%6,502CommonSOLE
464287614IWFISHARES TR$451,0400.10%1,640CommonSOLE
031162100AMGNAMGEN INC$449,7590.10%2,026CommonSOLE
20030N101CMCSACOMCAST CORP NEW$447,7620.10%10,777CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$442,7820.10%5,860CommonSOLE
464288810IHIISHARES TR$442,2870.10%7,834CommonSOLE
464288687PFFISHARES TR$438,2940.10%14,171CommonSOLE
922908744VTVVANGUARD INDEX FDS$435,0050.10%3,062CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$433,3370.10%4,424CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$427,9960.10%2,999CommonSOLE
09661T404BKIEBNY MELLON ETF TRUST$425,0640.10%6,145CommonSOLE
609207105MDLZMONDELEZ INTL INC$404,5930.09%5,547CommonSOLE
46138E263CGWINVESCO EXCH TRADED FD TR II$402,6440.09%7,832CommonSOLE
64110L106NFLXNETFLIX INC$402,1680.09%913CommonSOLE
254687106DISDISNEY WALT CO$397,0880.09%4,451CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$387,0580.09%11,687CommonSOLE
92204A702VGTVANGUARD WORLD FDS$383,7950.09%868CommonSOLE
631103108NDAQNASDAQ INC$374,6260.09%7,516CommonSOLE
115637209BF/BBROWN FORMAN CORP$367,2900.08%5,500CommonSOLE
747525103QCOMQUALCOMM INC$356,2840.08%2,993CommonSOLE
78463V107GLDSPDR GOLD TR$351,3710.08%1,971CommonSOLE
464287226AGGISHARES TR$350,7830.08%3,582CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$344,2320.08%1,377CommonSOLE
842587107SOSOUTHERN CO$343,3360.08%4,888CommonSOLE
126408103CSXCSX CORP$340,9320.08%9,998CommonSOLE
464287887IJTISHARES TR$339,7050.08%2,956CommonSOLE
002824100ABTABBOTT LABS$339,2190.08%3,112CommonSOLE
060505104BACBANK AMERICA CORP$335,1140.08%11,681CommonSOLE
46428Q109SLVISHARES SILVER TR$333,9690.08%15,987CommonSOLE
316188101FCORFIDELITY MERRIMACK STR TR$332,6590.08%7,276CommonSOLE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$331,9440.08%16,490CommonSOLE
921910725VSGXVANGUARD WORLD FD$328,7240.08%6,190CommonSOLE
78468R556XOPSPDR SER TR$325,9310.08%2,530CommonSOLE
464287309IVWISHARES TR$317,7560.07%4,509CommonSOLE
64049M209NEONEOGENOMICS INC$313,3650.07%19,500CommonSOLE
464287598IWDISHARES TR$312,5040.07%1,980CommonSOLE
09260D107BXBLACKSTONE INC$312,2080.07%3,359CommonSOLE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$310,1210.07%8,030CommonSOLE
001055102AFLAFLAC INC$306,3530.07%4,389CommonSOLE
461202103INTUINTUIT$306,1080.07%669CommonSOLE
745867101PHMPULTE GROUP INC$305,3610.07%3,931CommonSOLE
345370860FFORD MTR CO DEL$294,2260.07%19,447CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$292,6230.07%10,778CommonSOLE
922908751VBVANGUARD INDEX FDS$292,6120.07%1,322CommonSOLE
075887109BDXBECTON DICKINSON &CO$291,5080.07%1,105CommonSOLE
16411R208LNGCHENIERE ENERGY INC$285,6890.07%1,876CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$285,1980.07%885CommonSOLE
72201R775BONDPIMCO ETF TR$284,4840.07%3,106CommonSOLE
464287325IXJISHARES TR$280,5710.06%3,302CommonSOLE
301505889EMQQEXCHANGE TRADED CONCEPTS TR$280,4770.06%9,553CommonSOLE
806857108SLBSCHLUMBERGER LTD$279,1000.06%5,682CommonSOLE
78464A631XARSPDR SER TR$272,8350.06%2,245CommonSOLE
97717W307DLNWISDOMTREE TR$271,5720.06%4,270CommonSOLE
92189F676SMHVANECK ETF TRUST$271,0050.06%1,780CommonSOLE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$253,9830.06%6,730CommonSOLE
53680Q207LITHIUM AMERS CORP NEW$253,2880.06%12,500CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$253,2520.06%1,988CommonSOLE
256746108DLTRDOLLAR TREE INC$252,9910.06%1,763CommonSOLE
617446448MSMORGAN STANLEY$251,7580.06%2,948CommonSOLE
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92204A504VHTVANGUARD WORLD FDS$249,7170.06%1,020CommonSOLE
03937C105ARCBARCBEST CORP$248,9760.06%2,520CommonSOLE
46435G318ISHARES TR$244,8810.06%9,607CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$243,8060.06%2,664CommonSOLE
260557103DOWDOW INC$236,7470.05%4,446CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$234,8390.05%762CommonSOLE
46434G103IEMGISHARES INC$234,3020.05%4,754CommonSOLE
09661T701BNY MELLON ETF TRUST$232,7700.05%4,930CommonSOLE
172967424CCITIGROUP INC$232,4080.05%5,338CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$224,2800.05%3,361CommonSOLE
30161N101EXCEXELON CORP$223,0080.05%5,474CommonSOLE
695156109PKGPACKAGING CORP AMER$222,7630.05%1,686CommonSOLE
38748G101BARGRANITESHARES GOLD TR$219,9650.05%11,571CommonSOLE
00206R102TAT&T INC$218,5480.05%13,703CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$218,2010.05%3,413CommonSOLE
056525108BMIBADGER METER INC$215,8610.05%1,463CommonSOLE
98978V103ZTSZOETIS INC$215,5850.05%1,252CommonSOLE
464288760ITAISHARES TR$214,3230.05%1,837CommonSOLE
464288794IAIISHARES TR$207,7500.05%2,290CommonSOLE
292562105WIREEURENCORE WIRE CORP$207,1270.05%1,114CommonSOLE
46138E651PIOINVESCO EXCH TRADED FD TR II$205,8930.05%5,756CommonSOLE
45783Y822EPRFINNOVATOR ETFS TR$205,5700.05%11,209CommonSOLE
511637100LBAIUSDLAKELAND BANCORP INC$202,2500.05%15,105CommonSOLE
704326107PAYXPAYCHEX INC$198,7930.05%1,777CommonSOLE
988498101YUMYUM BRANDS INC$198,6810.05%1,434CommonSOLE
670100205NVONOVO-NORDISK A S$191,9400.04%1,187CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$181,9980.04%1,445CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$176,6270.04%1,018CommonSOLE
78467V848TOTLSSGA ACTIVE ETF TR$176,3930.04%4,350CommonSOLE
464287705IJJISHARES TR$174,6220.04%1,630CommonSOLE
209115104EDCONSOLIDATED EDISON INC$174,5090.04%1,931CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$169,5340.04%2,146CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$166,8520.04%3,985CommonSOLE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$165,7600.04%4,000CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$164,3650.04%2,604CommonSOLE
59156R108METMETLIFE INC$161,2810.04%2,853CommonSOLE
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674599105OXYOCCIDENTAL PETE CORP$160,3630.04%2,728CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$158,7580.04%2,426CommonSOLE
464287648IWOISHARES TR$157,0020.04%647CommonSOLE
H42097107UBSUBS GROUP AG$156,3230.04%7,712CommonSOLE
693506107PPGPPG INDS INC$155,7150.04%1,050CommonSOLE
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12514G108CDWCDW CORP$146,2500.03%797CommonSOLE
46431W648IETCISHARES U S ETF TR$145,3610.03%2,639CommonSOLE
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038222105AMATAPPLIED MATLS INC$143,3940.03%993CommonSOLE
25746U109DDOMINION ENERGY INC$143,0910.03%2,763CommonSOLE
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46432F834IXUSISHARES TR$139,9650.03%2,236CommonSOLE
316092782FVALFIDELITY COVINGTON TRUST$139,9350.03%2,850CommonSOLE
46429B697USMVISHARES TR$139,8960.03%1,883CommonSOLE
231021106CMICUMMINS INC$139,7420.03%570CommonSOLE
29476L107EQREQUITY RESIDENTIAL$137,8590.03%2,090CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$132,5430.03%337CommonSOLE
189054109CLXCLOROX CO DEL$131,7790.03%829CommonSOLE
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58155Q103MCKMCKESSON CORP$124,3790.03%292CommonSOLE
25434V781DISVDIMENSIONAL ETF TRUST$124,1630.03%5,250CommonSOLE
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316092204FDISFIDELITY COVINGTON TRUST$118,9260.03%1,622CommonSOLE
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666807102NOCNORTHROP GRUMMAN CORP$118,5080.03%260CommonSOLE
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013091103ACIALBERTSONS COS INC$109,1000.03%5,000CommonSOLE
291011104EMREMERSON ELEC CO$107,0150.02%1,184CommonSOLE
72201R833MINTPIMCO ETF TR$106,6440.02%1,069CommonSOLE
571748102MRSHMARSH &MCLENNAN COS INC$105,6840.02%562CommonSOLE
464287291IXNISHARES TR$104,1070.02%1,674CommonSOLE
12572Q105CMECME GROUP INC$103,8390.02%561CommonSOLE
03743Q108APAAPA CORPORATION$102,8860.02%3,011CommonSOLE
20825C104COPCONOCOPHILLIPS$102,3130.02%988CommonSOLE
33740U844XJUNFIRST TR EXCHNG TRADED FD VI$100,3500.02%3,000CommonSOLE
464288802SUSAISHARES TR$99,3440.02%1,061CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$99,2160.02%871CommonSOLE
31428X106FDXFEDEX CORP$99,2080.02%401CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$99,0680.02%895CommonSOLE
62914V106NIONIO INC$96,9000.02%10,000CommonSOLE
464287242LQDISHARES TR$96,7220.02%895CommonSOLE
46138E404PCEFINVESCO EXCH TRADED FD TR II$94,9200.02%5,250CommonSOLE
46435G425ESGUISHARES TR$94,7680.02%973CommonSOLE
278865100ECLECOLAB INC$94,4660.02%506CommonSOLE
464287499IWRISHARES TR$94,3550.02%1,292CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$93,4930.02%2,856CommonSOLE
46431W507NEARISHARES U S ETF TR$92,9770.02%1,870CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$92,5290.02%630CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$92,2160.02%843CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$91,9740.02%128CommonSOLE
46429B598INDAISHARES TR$91,4250.02%2,093CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$91,2660.02%2,050CommonSOLE
384802104GWWGRAINGER W W INC$91,0420.02%116CommonSOLE
444859102HUMHUMANA INC$89,4260.02%200CommonSOLE
33740F565ILDRFIRST TR EXCHNG TRADED FD VI$88,9780.02%4,895CommonSOLE
03073E105CORAMERISOURCEBERGEN CORP$88,4970.02%460CommonSOLE
133131102CPTCAMDEN PPTY TR$88,1510.02%810CommonSOLE
87612E106TGTTARGET CORP$87,9950.02%668CommonSOLE
31154R109FPIFARMLAND PARTNERS INC$87,4730.02%7,165CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$87,2250.02%1,657CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$86,5110.02%253CommonSOLE
654106103NKENIKE INC$86,1750.02%781CommonSOLE
115236101BROBROWN &BROWN INC$86,0500.02%1,250CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$85,9630.02%250CommonSOLE
369604301GEGENERAL ELECTRIC CO$85,9050.02%783CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$84,9160.02%2,561CommonSOLE
78464A573XHSSPDR SER TR$84,0200.02%896CommonSOLE
855244109SBUXSTARBUCKS CORP$83,2960.02%841CommonSOLE
219350105GLWCORNING INC$83,0100.02%2,369CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$82,9050.02%1,468CommonSOLE
148929102CAVACAVA GROUP INC$81,9000.02%2,000CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$81,2120.02%589CommonSOLE
701094104PHPARKER-HANNIFIN CORP$79,1790.02%203CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$78,6760.02%2,485CommonSOLE
718172109PMPHILIP MORRIS INTL INC$78,5850.02%805CommonSOLE
33740U208FJULFIRST TR EXCHNG TRADED FD VI$78,0000.02%2,000CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$77,5800.02%1,007CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$77,1970.02%955CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$77,0470.02%185CommonSOLE
376549101LANDGLADSTONE LD CORP$75,7360.02%4,655CommonSOLE
921910873MGCVANGUARD WORLD FD$75,1010.02%480CommonSOLE
464287879IJSISHARES TR$74,6460.02%785CommonSOLE
22822V101CCICROWN CASTLE INC$74,4170.02%654CommonSOLE
23331A109DHID R HORTON INC$73,0140.02%600CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$72,7780.02%1,225CommonSOLE
464287556IBBISHARES TR$72,4910.02%571CommonSOLE
33740F714DJUNFIRST TR EXCHNG TRADED FD VI$72,0970.02%2,000CommonSOLE
46429B655FLOTISHARES TR$70,8940.02%1,395CommonSOLE
95040Q104WELLWELLTOWER INC$70,2940.02%869CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$69,2540.02%150CommonSOLE
579780206MKCMCCORMICK &CO INC$69,0870.02%792CommonSOLE
33739P830FSMBFIRST TR EXCH TRADED FD III$68,8930.02%3,490CommonSOLE
78468R788SPYDSPDR SER TR$68,4130.02%1,845CommonSOLE
97717W505DONWISDOMTREE TR$68,2920.02%1,625CommonSOLE
744320102PRUPRUDENTIAL FINL INC$67,4890.02%765CommonSOLE
316092865FUTYFIDELITY COVINGTON TRUST$65,6190.02%1,552CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$65,3470.02%784CommonSOLE
78467V707ULSTSSGA ACTIVE ETF TR$63,8750.01%1,587CommonSOLE
006212104ADXADAMS DIVERSIFIED EQUITY FD$63,7170.01%3,791CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$63,4560.01%287CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$62,9190.01%667CommonSOLE
88579Y101MMM3M CO$62,3400.01%623CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$62,1280.01%442CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$61,7530.01%1,033CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$61,5600.01%1,539CommonSOLE
928563402VMWAVMWARE INC$61,2120.01%426CommonSOLE
464287515IGVISHARES TR$60,8870.01%177CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$60,2750.01%830CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$59,0600.01%2,073CommonSOLE
571903202MARMARRIOTT INTL INC NEW$58,7810.01%320CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$57,8250.01%2,250CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$57,8040.01%397CommonSOLE
464287440IEFISHARES TR$56,6570.01%587CommonSOLE
45782C789BJULINNOVATOR ETFS TRUST$56,4410.01%1,600CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$55,2930.01%1,011CommonSOLE
375558103GILDGILEAD SCIENCES INC$54,4370.01%707CommonSOLE
78468R796SPYXSPDR SER TR$54,2550.01%1,500CommonSOLE
922908595VBKVANGUARD INDEX FDS$54,0650.01%236CommonSOLE
37733W204GSKGSK PLC$53,5900.01%1,504CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$53,2820.01%706CommonSOLE
46432F396MTUMISHARES TR$53,2610.01%370CommonSOLE
46138E339SPMOINVESCO EXCH TRADED FD TR II$53,0320.01%948CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$52,5000.01%1,208CommonSOLE
247361702DALDELTA AIR LINES INC DEL$51,5810.01%845CommonSOLE
253868103DLRDIGITAL RLTY TR INC$51,5060.01%453CommonSOLE
125523100CITHE CIGNA GROUP$51,3500.01%183CommonSOLE
46138E537PZAINVESCO EXCH TRADED FD TR II$51,2120.01%2,170CommonSOLE
922475108VEEVVEEVA SYS INC$51,0150.01%258CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$50,9490.01%207CommonSOLE
45104G104IBNICICI BANK LIMITED$50,7760.01%2,200CommonSOLE
02209S103MOALTRIA GROUP INC$50,6010.01%1,117CommonSOLE
78409V104SPGIS&P GLOBAL INC$50,1120.01%125CommonSOLE
009066101ABNBAIRBNB INC$49,9830.01%390CommonSOLE
009158106APDAIR PRODS &CHEMS INC$49,7290.01%167CommonSOLE
596680108MSEXMIDDLESEX WTR CO$49,6060.01%615CommonSOLE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$49,3780.01%1,300CommonSOLE
46429B663HDVISHARES TR$48,5960.01%483CommonSOLE
922908538VOTVANGUARD INDEX FDS$48,5820.01%237CommonSOLE
370334104GISGENERAL MLS INC$46,3230.01%604CommonSOLE
56585A102MPCMARATHON PETE CORP$45,6160.01%392CommonSOLE
38747R603DRUPGRANITESHARES ETF TR$45,2400.01%1,127CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$45,0840.01%1,469CommonSOLE
464287671IUSGISHARES TR$44,4270.01%455CommonSOLE
92204A207VDCVANGUARD WORLD FDS$43,9460.01%226CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$43,4480.01%240CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$43,3640.01%418CommonSOLE
464288877EFVISHARES TR$42,8610.01%876CommonSOLE
37045V100GMGENERAL MTRS CO$42,5830.01%1,105CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$42,0720.01%110CommonSOLE
723787107PXDEURPIONEER NAT RES CO$41,4360.01%200CommonSOLE
922908512VOEVANGUARD INDEX FDS$41,1620.01%298CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$40,8570.01%468CommonSOLE
277276101EGPEASTGROUP PPTYS INC$40,7960.01%235CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$40,2020.01%159CommonSOLE
78464A714XRTSPDR SER TR$40,1630.01%630CommonSOLE
025816109AXPAMERICAN EXPRESS CO$40,0660.01%230CommonSOLE
25434V773DFISDIMENSIONAL ETF TRUST$39,9350.01%1,750CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$39,6900.01%990CommonSOLE
922908611VBRVANGUARD INDEX FDS$39,6030.01%240CommonSOLE
74112D903PRESTIGE CONSMR HEALTHCARE I$38,3330.01%645CommonSOLE
743315103PGRPROGRESSIVE CORP$38,2550.01%289CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$38,2320.01%130CommonSOLE
91232N207USOUNITED STS OIL FD LP$38,1300.01%600CommonSOLE
464288711JXIISHARES TR$37,9210.01%635CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$37,8050.01%14CommonSOLE
832696405SJMSMUCKER J M CO$37,7340.01%256CommonSOLE
46434V738IEURISHARES TR$37,3680.01%710CommonSOLE
831865209AOSSMITH A O CORP$36,9730.01%508CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$36,7320.01%400CommonSOLE
91913Y100VLOVALERO ENERGY CORP$36,6300.01%313CommonSOLE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$36,4690.01%7,678CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$36,3380.01%433CommonSOLE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$36,3000.01%1,000CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$36,0930.01%330CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$35,9000.01%612CommonSOLE
464288513HYGISHARES TR$35,6960.01%476CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$35,6930.01%155CommonSOLE
61945C103MOSMOSAIC CO NEW$35,2450.01%1,007CommonSOLE
46432F842IEFAISHARES TR$35,0730.01%520CommonSOLE
553498106MSAMSA SAFETY INC$34,7920.01%200CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$34,6200.01%265CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$34,4930.01%1,050CommonSOLE
921910733ESGVVANGUARD WORLD FD$34,4740.01%440CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$34,1660.01%93CommonSOLE
78463X772DWXSPDR INDEX SHS FDS$33,8550.01%985CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$33,7720.01%472CommonSOLE
464286822EWWISHARES INC$33,7190.01%543CommonSOLE
294429105EFXEQUIFAX INC$33,5700.01%143CommonSOLE
252131107DXCMDEXCOM INC$33,4130.01%260CommonSOLE
902973304USBUS BANCORP DEL$33,2060.01%1,005CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$33,1760.01%69CommonSOLE
46137V217RFGINVESCO EXCHANGE TRADED FD T$33,0090.01%169CommonSOLE
69351T106PPLPPL CORP$32,9700.01%1,246CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$32,9490.01%274CommonSOLE
464287622IWBISHARES TR$32,6930.01%135CommonSOLE
92189F700MOOVANECK ETF TRUST$32,6920.01%400CommonSOLE
N3167Y103RACEFERRARI N V$32,6730.01%100CommonSOLE
37954Y889CATHGLOBAL X FDS$32,6640.01%600CommonSOLE
654902204NOKNOKIA CORP$32,6110.01%7,839CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$32,1800.01%2,015CommonSOLE
97717W208DHSWISDOMTREE TR$31,8280.01%400CommonSOLE
91359E105UHTUNIVERSAL HEALTH RLTY INCOME$31,7840.01%668CommonSOLE
31931U102FRBAFIRST BK WILLIAMSTOWN NEW JE$31,1400.01%3,000CommonSOLE
921910816MGKVANGUARD WORLD FD$31,1090.01%133CommonSOLE
46429B267GOVTISHARES TR$30,9420.01%1,352CommonSOLE
46137V746PWBINVESCO EXCHANGE TRADED FD T$30,9300.01%438CommonSOLE
460146103IPINTERNATIONAL PAPER CO$30,5700.01%961CommonSOLE
29273V100ETENERGY TRANSFER L P$30,3020.01%2,386CommonSOLE
87971M103TUTELUS CORPORATION$30,3000.01%1,557CommonSOLE
92556V106VTRSVIATRIS INC$30,1270.01%3,019CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$30,0280.01%1,428CommonSOLE
136375102CNICANADIAN NATL RY CO$29,6970.01%246CommonSOLE
464288737KXIISHARES TR$29,3720.01%480CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$29,3370.01%328CommonSOLE
37954Y855LITGLOBAL X FDS$29,2590.01%450CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$29,0960.01%427CommonSOLE
032108409DIVOAMPLIFY ETF TR$28,8000.01%800CommonSOLE
98419M100XYLXYLEM INC$28,7670.01%256CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$28,5450.01%130CommonSOLE
260003108DOVDOVER CORP$28,3490.01%192CommonSOLE
66987V109NVSNOVARTIS AG$28,0870.01%279CommonSOLE
784305104HTOSJW GROUP$28,0440.01%400CommonSOLE
22052L104CTVACORTEVA INC$27,7340.01%484CommonSOLE
235851102DHRDANAHER CORPORATION$27,6000.01%115CommonSOLE
78464A375SPIBSPDR SER TR$27,4550.01%855CommonSOLE
29444U700EQIXEQUINIX INC$27,4380.01%35CommonSOLE
559080106WEPMAGELLAN MIDSTREAM PRTNRS LP$27,1340.01%436CommonSOLE
883203101TXTTEXTRON INC$27,0520.01%400CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$26,5710.01%201CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$26,5020.01%600CommonSOLE
316092881FMATFIDELITY COVINGTON TRUST$26,4100.01%566CommonSOLE
636274409NGGNATIONAL GRID PLC$25,9940.01%387CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$25,8000.01%519CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$25,6510.01%709CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$25,5100.01%553CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$25,2610.01%467CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$25,1940.01%112CommonSOLE
18915M107NETCLOUDFLARE INC$25,1680.01%385CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$25,1010.01%154CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$25,0260.01%463CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$24,9290.01%85CommonSOLE
464286392URTHISHARES INC$24,9040.01%200CommonSOLE
98389B100XELXCEL ENERGY INC$24,8680.01%400CommonSOLE
833445109SNOWSNOWFLAKE INC$24,6380.01%140CommonSOLE
26924G201HACKUSDETF MANAGERS TR$24,5020.01%485CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$24,4780.01%275CommonSOLE
921910840MGVVANGUARD WORLD FD$24,4610.01%236CommonSOLE
33740F698DJULFIRST TR EXCHNG TRADED FD VI$24,2900.01%700CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$24,1380.01%300CommonSOLE
680223104ORIOLD REP INTL CORP$24,0350.01%955CommonSOLE
316092501FNCLFIDELITY COVINGTON TRUST$24,0060.01%510CommonSOLE
37940X102GPNGLOBAL PMTS INC$23,9410.01%243CommonSOLE

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.