MondegarAI
Legacy Wealth Managment, LLC/ID

Q4 2024 · 13F-HR

Legacy Wealth Managment, LLC/IDholdings as filed

Filed 2025-02-13 · accession 0002045082-25-000001

$156.5M
Reported value
752
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 752

CUSIPTickerIssuerValue% port.SharesClassVoting
640655106NEOVNEOVOLTA INC$11.5M7.35%3,527,896CommonNONE
74347G440BITOPROSHARES TR$11.4M7.30%512,966CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$10.3M6.56%309,469CommonNONE
78468R663BILSPDR SER TR$10.2M6.54%111,759CommonNONE
269808101ECCEAGLE POINT CREDIT COMPANY I$7.6M4.84%847,871CommonNONE
82889N863SVOLSIMPLIFY EXCHANGE TRADED FUN$7.1M4.53%334,502CommonNONE
46434V878ICSHISHARES TR$6.8M4.33%134,153CommonNONE
92864M400ETHUUSDVOLATILITY SHS TR$6.4M4.09%1,559,668CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$4.8M3.08%48,305CommonNONE
82889N632HIGHSIMPLIFY EXCHANGE TRADED FUN$4.1M2.64%178,325CommonNONE
302635206FSKFS KKR CAP CORP$4.0M2.58%173,756CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.9M2.50%6,500PUTNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$3.7M2.39%151,150CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$3.4M2.20%75,089CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$3.3M2.13%66,312CommonNONE
09073N300STEXBIOSIG TECHNOLOGIES INC$3.3M2.09%3,603,173CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$3.2M2.02%68,216CommonNONE
90290T866USGUSCF ETF TR$2.5M1.58%78,252CommonNONE
594972408MSTRMICROSTRATEGY INC$2.4M1.56%7,464CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.4M1.55%47,524CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$2.3M1.50%50,677CommonNONE
26603R106DUOLDUOLINGO INC$1.8M1.13%4,500CommonNONE
69374H428FLRTPACER FDS TR$1.8M1.13%37,042CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$1.7M1.12%67,461CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$1.4M0.92%45,139CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$1.3M0.86%43,561CommonNONE
464288679SHVISHARES TR$1.2M0.76%10,842CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$1.1M0.70%17,530CommonNONE
33740U760BUFTFIRST TR EXCHNG TRADED FD VI$1.1M0.69%47,568CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$1.0M0.65%16,314CommonNONE
33733E823FTGSFIRST TR EXCHANGE-TRADED FD$971,6850.62%29,898CommonNONE
26922A321DSTLETF SER SOLUTIONS$905,5620.58%16,076CommonNONE
023135106AMZNAMAZON COM INC$903,0810.58%3,941CommonNONE
97717X669DGRWWISDOMTREE TR$852,1730.54%10,282CommonNONE
82889N723AGGHSIMPLIFY EXCHANGE TRADED FUN$793,5660.51%38,171CommonNONE
922908769VTIVANGUARD INDEX FDS$782,8090.50%2,627CommonNONE
037833100AAPLAPPLE INC$775,5360.50%3,407CommonNONE
00768Y438QPXADVISORSHARES TR$739,3170.47%20,222CommonNONE
82889N640BUCKSIMPLIFY EXCHANGE TRADED FUN$715,6650.46%28,904CommonNONE
67066G104NVDANVIDIA CORPORATION$656,4740.42%5,056CommonNONE
27616P103EASTERLY GOVT PPTYS INC$619,1280.40%57,115CommonNONE
82889N533QISSIMPLIFY EXCHANGE TRADED FUN$605,8300.39%24,737CommonNONE
26922B667DSMCETF SER SOLUTIONS$564,5070.36%16,391CommonNONE
33740U729BUFZFIRST TR EXCHNG TRADED FD VI$554,6220.35%22,871CommonNONE
46641Q274JSCPJ P MORGAN EXCHANGE TRADED F$501,0000.32%10,720CommonNONE
45784N106ZSEPINNOVATOR ETFS TRUST$482,3350.31%19,057CommonNONE
65340G205NXDTNEXPOINT DIVERSIFIED REL ET$474,1150.30%89,287CommonNONE
594918104MSFTMICROSOFT CORP$465,8870.30%1,137CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$419,3880.27%7,012CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$419,1460.27%16,613CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$406,3850.26%5,854CommonNONE
33738R308FTHIFIRST TR EXCHANGE-TRADED FD$404,9800.26%17,182CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$399,7800.26%383CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$350,1340.22%6,921CommonNONE
45783Y236AJULINNOVATOR ETFS TRUST$328,9290.21%12,073CommonNONE
12811T803CPSJCALAMOS ETF TR$327,8570.21%12,969CommonNONE
88160R101TSLATESLA INC$321,4810.21%889CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$311,1220.20%2,577CommonNONE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$297,5030.19%3,737CommonNONE
G35947202FLNGFLEX LNG LTD$289,9860.19%11,618CommonNONE
33738R811FTXLFIRST TR EXCHANGE-TRADED FD$281,0690.18%3,224CommonNONE
33739Q804EIPXFIRST TR EXCHANGE-TRADED FD$277,3240.18%10,795CommonNONE
921910816MGKVANGUARD WORLD FD$271,9790.17%780CommonNONE
12811T738CPSLCALAMOS ETF TR$268,6270.17%10,426CommonNONE
30231G102XOMEXXON MOBIL CORP$250,5560.16%2,301CommonNONE
67066G104NVDANVIDIA CORPORATION$246,6960.16%1,900CALLNONE
55453W105MACKENZIE RLTY CAP INC$236,5380.15%117,098CommonNONE
33740U463SQMXFIRST TR EXCHNG TRADED FD VI$235,5950.15%7,567CommonNONE
44952J104CRGYCRESCENT ENERGY COMPANY$227,1580.15%15,495CommonNONE
464287614IWFISHARES TR$189,7720.12%465CommonNONE
02079K107GOOGALPHABET INC$182,0880.12%973CommonNONE
02079K305GOOGLALPHABET INC$181,6340.12%980CommonNONE
701094104PHPARKER-HANNIFIN CORP$172,3530.11%252CommonNONE
921937835BNDVANGUARD BD INDEX FDS$169,1310.11%2,338CommonNONE
055622104BPBP PLC$160,4470.10%4,972CommonNONE
71424F105PRPERMIAN RESOURCES CORP$157,7980.10%10,981CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$148,2870.09%1,955CommonNONE
46090E103QQQINVESCO QQQ TR$138,0510.09%264CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$132,8400.08%281CommonNONE
464287200IVVISHARES TR$124,3830.08%206CommonNONE
921937819BIVVANGUARD BD INDEX FDS$122,9730.08%1,637CommonNONE
69374H881COWZPACER FDS TR$118,8780.08%2,079CommonNONE
82983N108SB9SITIO ROYALTIES CORP$116,8020.07%5,926CommonNONE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$112,6940.07%1,633CommonNONE
11135F101AVGOBROADCOM INC$112,4350.07%500CommonNONE
921910840MGVVANGUARD WORLD FD$108,0880.07%828CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$107,1410.07%2,564CommonNONE
127097103CTRACOTERRA ENERGY INC$99,5540.06%3,636CommonNONE
17259U204CIONCION INVT CORP$98,6930.06%8,486CommonNONE
03743Q108APAAPA CORPORATION$96,0670.06%4,433CommonNONE
682680103OKEONEOK INC NEW$94,5650.06%987CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$90,4200.06%1,538CommonNONE
30303M102METAMETA PLATFORMS INC$90,0300.06%126CommonNONE
92826C839VVISA INC$89,7900.06%258CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$88,6320.06%430CommonNONE
68389X105ORCLORACLE CORP$86,1840.06%494CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$84,6060.05%2,666CommonNONE
G29183103ETNEATON CORP PLC$82,6460.05%264CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$82,1400.05%741CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$81,9320.05%803CommonNONE
N07059210ASMLASML HOLDING N V$74,2260.05%102CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$72,6940.05%121CommonNONE
49435R102KRPKIMBELL RTY PARTNERS LP$71,8260.05%4,664CommonNONE
74347R206QLDPROSHARES TR$71,6640.05%639CommonNONE
922908363VOOVANGUARD INDEX FDS$69,5780.04%126CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$69,4160.04%326CommonNONE
461202103INTUINTUIT$68,3050.04%118CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$66,7440.04%242CommonNONE
78454L100SMSM ENERGY CO$64,8180.04%1,734CommonNONE
922908736VUGVANGUARD INDEX FDS$63,2420.04%151CommonNONE
46429B663HDVISHARES TR$62,3250.04%542CommonNONE
25459Y165SPUUDIREXION SHS ETF TR$61,7990.04%401CommonNONE
40412C101HCAHCA HEALTHCARE INC$61,5130.04%191CommonNONE
57636Q104MAMASTERCARD INCORPORATED$59,0890.04%105CommonNONE
17888H103CIVICIVITAS RESOURCES INC$58,0790.04%1,213CommonNONE
174610105CFGCITIZENS FINL GROUP INC$55,9350.04%1,167CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$55,7050.04%666CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$53,3160.03%229CommonNONE
931142103WMTWALMART INC$51,0810.03%505CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$51,0650.03%1,005CommonNONE
254687106DISDISNEY WALT CO$49,6660.03%448CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$49,2630.03%458CommonNONE
65473P105NINISOURCE INC$49,0440.03%1,293CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$48,7600.03%575CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$48,3690.03%3,244CommonNONE
46434V860TFLOISHARES TR$46,6580.03%923CommonNONE
922908512VOEVANGUARD INDEX FDS$46,2980.03%281CommonNONE
74933W452TBILRBB FD INC$44,4110.03%890CommonNONE
97717Y527USFRWISDOMTREE TR$44,3520.03%880CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$44,2710.03%84CommonNONE
679295105OKTAOKTA INC$43,7470.03%451CommonNONE
172908105CTASCINTAS CORP$43,6450.03%216CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$42,1500.03%565CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$42,0160.03%400CommonNONE
437076102HDHOME DEPOT INC$41,9600.03%103CommonNONE
902973304USBUS BANCORP DEL$41,6570.03%882CommonNONE
05534B760BCEBCE INC$41,5130.03%1,875CommonNONE
747525103QCOMQUALCOMM INC$41,4870.03%247CommonNONE
031162100AMGNAMGEN INC$41,3900.03%141CommonNONE
872590104TMUST-MOBILE US INC$40,3840.03%164CommonNONE
464287499IWRISHARES TR$39,3530.03%427CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$39,2430.03%1,605CommonNONE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$38,1960.02%1,905CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$38,1070.02%107CommonNONE
097023105BABOEING CO$37,0240.02%204CommonNONE
172967424CCITIGROUP INC$36,6930.02%449CommonNONE
78464A508SPYVSPDR SER TR$35,8520.02%688CommonNONE
539830109LMTLOCKHEED MARTIN CORP$35,5520.02%80CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$35,4140.02%888CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$34,8200.02%933CommonNONE
87612E106TGTTARGET CORP$34,6770.02%264CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$34,1720.02%442CommonNONE
316773100FITBFIFTH THIRD BANCORP$33,7790.02%767CommonNONE
46435G326IDEVISHARES TR$33,2460.02%491CommonNONE
464287473IWSISHARES TR$33,0850.02%249CommonNONE
912008109USFDUS FOODS HLDG CORP$32,2740.02%459CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$32,0880.02%149CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$31,4450.02%67CommonNONE
233331107DTEDTE ENERGY CO$31,2890.02%255CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$31,0240.02%1,400CommonNONE
74640Y106PRPLPURPLE INNOVATION INC$30,9510.02%29,477CommonNONE
969457100WMBWILLIAMS COS INC$30,9350.02%553CommonNONE
29364G103ETRENTERGY CORP NEW$30,8180.02%374CommonNONE
872540109TJXTJX COS INC NEW$30,7990.02%247CommonNONE
43010E404HFROHIGHLAND OPPORTUNITIES$30,4610.02%5,270CommonNONE
921078101OUNZVANECK MERK GOLD ETF$30,3380.02%1,100CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$30,0290.02%119CommonNONE
482480100KLACKLA CORP$29,9080.02%40CommonNONE
74762E102QUREQUANTA SVCS INC$29,6630.02%95CommonNONE
14040H105COFCAPITAL ONE FINL CORP$29,4660.02%145CommonNONE
02209S103MOALTRIA GROUP INC$29,3320.02%557CommonNONE
526057104LENLENNAR CORP$28,6560.02%235CommonNONE
91529Y106UNMUNUM GROUP$28,4720.02%370CommonNONE
17275R102CSCOCISCO SYS INC$28,0220.02%450CommonNONE
907818108UNPUNION PAC CORP$27,8400.02%115CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$27,5980.02%240CommonNONE
00206R102TAT&T INC$27,4360.02%1,118CommonNONE
460146103IPINTERNATIONAL PAPER CO$27,0260.02%482CommonNONE
451107106IDAIDACORP INC$26,8790.02%243CommonNONE
79466L302CRMSALESFORCE INC$26,7190.02%82CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$26,5880.02%60CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$26,4380.02%140CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$26,1070.02%236CommonNONE
922908744VTVVANGUARD INDEX FDS$26,0780.02%148CommonNONE
66987V109NVSNOVARTIS AG$26,0340.02%245CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$25,1040.02%551CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$25,0450.02%118CommonNONE
580135101MCDMCDONALDS CORP$25,0160.02%85CommonNONE
665531307NOGNORTHERN OIL & GAS INC$24,7180.02%703CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$24,7140.02%378CommonNONE
674599105OXYOCCIDENTAL PETE CORP$24,5600.02%525CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$24,5180.02%150CommonNONE
78464A821MDYGSPDR SER TR$24,5050.02%273CommonNONE
46434G103IEMGISHARES INC$24,3530.02%454CommonNONE
464287655IWMISHARES TR$24,1820.02%107CommonNONE
205768302CRKCOMSTOCK RES INC$23,8330.02%1,376CommonNONE
78463V107GLDSPDR GOLD TR$23,7510.02%90CommonNONE
922475108VEEVVEEVA SYS INC$23,7200.02%100CommonNONE
64110L106NFLXNETFLIX INC$23,3210.01%23CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$23,0390.01%677CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$23,0330.01%252CommonNONE
46432F396MTUMISHARES TR$22,7120.01%101CommonNONE
46434V621DGROISHARES TR$22,4020.01%354CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$22,3170.01%392CommonNONE
742718109PGPROCTER AND GAMBLE CO$22,1730.01%132CommonNONE
548661107LOWLOWES COS INC$22,1710.01%88CommonNONE
040413205ANETARISTA NETWORKS INC$22,1540.01%187CommonNONE
640655114NEOVWNEOVOLTA INC$21,8940.01%14,596CommonNONE
149123101CATCATERPILLAR INC$21,4690.01%59CommonNONE
550241103LUMNLUMEN TECHNOLOGIES INC$21,3330.01%4,275CommonNONE
75281A109RRCRANGE RES CORP$21,2700.01%571CommonNONE
78464A854SPYMSPDR SER TR$21,2040.01%300CommonNONE
776696106ROPROPER TECHNOLOGIES INC$21,1930.01%37CommonNONE
146280508SILASILA REALTY TRUST INC$20,9070.01%828CommonNONE
46435G672IAGGISHARES TR$20,8920.01%415CommonNONE
59156R108METMETLIFE INC$20,8130.01%248CommonNONE
00724F101ADBEADOBE INC$20,7880.01%48CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$20,7740.01%413CommonNONE
718172109PMPHILIP MORRIS INTL INC$20,0730.01%139CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$19,9260.01%225CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$19,7670.01%125CommonNONE
19260Q107COINCOINBASE GLOBAL INC$19,4890.01%71CommonNONE
26875P101EOGEOG RES INC$19,4810.01%154CommonNONE
172062101CINFCINCINNATI FINL CORP$18,7640.01%137CommonNONE
942622200WSOWATSCO INC$18,6060.01%40CommonNONE
78464A805SPTMSPDR SER TR$18,6030.01%254CommonNONE
97717W505DONWISDOMTREE TR$18,3360.01%355CommonNONE
097023105BABOEING CO$18,1490.01%100CALLNONE
78464A201SLYGSPDR SER TR$17,1270.01%183CommonNONE
464287481IWPISHARES TR$17,0650.01%124CommonNONE
922908611VBRVANGUARD INDEX FDS$16,8850.01%83CommonNONE
40434L105HPQHP INC$16,8780.01%523CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$16,7610.01%93CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$16,3240.01%28CommonNONE
126650100CVSCVS HEALTH CORP$16,3120.01%302CommonNONE
042068205ARMARM HOLDINGS PLC$16,2510.01%100CommonNONE
45784N866KNOVINNOVATOR ETFS TRUST$16,2110.01%627CommonNONE
26884L109EQTEQT CORP$16,2020.01%317CommonNONE
46435U473HYBBISHARES TR$15,9530.01%343CommonNONE
025816109AXPAMERICAN EXPRESS CO$15,8390.01%50CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$15,7240.01%271CommonNONE
78409V104SPGIS&P GLOBAL INC$15,5750.01%30CommonNONE
65342V101NREFNEXPOINT REAL ESTATE FIN INC$15,5600.01%1,000CommonNONE
126408103CSXCSX CORP$15,5460.01%477CommonNONE
009158106APDAIR PRODS & CHEMS INC$15,5220.01%50CommonNONE
85210B102SGDMSPROTT ETF TRUST$15,3410.01%460CommonNONE
78464A755XMESPDR SER TR$15,0630.01%250CommonNONE
697435105PANWPALO ALTO NETWORKS INC$14,7400.01%76CommonNONE
464287150ITOTISHARES TR$14,5480.01%110CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$14,1860.01%391CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$14,0470.01%337CommonNONE
126349109CSNCSG SYS INTL INC$12,8780.01%200CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$12,7800.01%18CommonNONE
75513E101RTXRTX CORPORATION$12,6680.01%99CommonNONE
713448108PEPPEPSICO INC$12,4340.01%86CommonNONE
91913Y100VLOVALERO ENERGY CORP$12,3770.01%93CommonNONE
92189F106GDXVANECK ETF TRUST$12,2580.01%300CommonNONE
65339F101NEENEXTERA ENERGY INC$12,0840.01%177CommonNONE
922908538VOTVANGUARD INDEX FDS$11,8040.01%43CommonNONE
37954Y848SILGLOBAL X FDS$11,6120.01%322CommonNONE
654106103NKENIKE INC$11,5520.01%168CommonNONE
075887109BDXBECTON DICKINSON & CO$11,4930.01%50CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$11,4900.01%256CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$11,4750.01%33CommonNONE
92189F791GDXJVANECK ETF TRUST$11,4620.01%225CommonNONE
74347B565SPXVPROSHARES TR$11,4420.01%176CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$11,3830.01%27CommonNONE
949746101WMT2WELLS FARGO CO NEW$11,2940.01%140CommonNONE
78464A771KCESPDR SER TR$11,1600.01%77CommonNONE
464288752ITBISHARES TR$11,1110.01%108CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$11,0880.01%166CommonNONE
018581108BFHBREAD FINANCIAL HOLDINGS INC$11,0420.01%178CommonNONE
552848103MTGMGIC INVT CORP WIS$11,0140.01%436CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$11,0030.01%190CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$10,9690.01%178CommonNONE
756109104OREALTY INCOME CORP$10,8240.01%200CommonNONE
595112103MUMICRON TECHNOLOGY INC$10,8000.01%117CommonNONE
88339J105TTDTHE TRADE DESK INC$10,7910.01%92CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$10,7760.01%70CommonNONE
464288638IGIBISHARES TR$10,6690.01%206CommonNONE
464287648IWOISHARES TR$10,6640.01%36CommonNONE
808513105SCHWSCHWAB CHARLES CORP$10,5640.01%127CommonNONE
46817M107JXNJACKSON FINANCIAL INC$10,5400.01%113CommonNONE
48123V102ZDZIFF DAVIS INC$10,4740.01%200CommonNONE
52110M109LAZLAZARD INC$10,3780.01%195CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$10,3770.01%101CommonNONE
032654105ADIANALOG DEVICES INC$10,2610.01%50CommonNONE
904767704UNILEVER PLC$10,1980.01%175CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$9,9680.01%16CommonNONE
46432F842IEFAISHARES TR$9,9140.01%134CommonNONE
71742W103PFXPHENIXFIN CORP$9,8000.01%200CommonNONE
55305B101MHOM/I HOMES INC$9,7550.01%84CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$9,6650.01%66CommonNONE
35953D104FUBOGBPFUBOTV INC$9,6310.01%2,438CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$9,5900.01%32CommonNONE
922908595VBKVANGUARD INDEX FDS$9,5810.01%33CommonNONE
670100205NVONOVO-NORDISK A S$9,4200.01%109CommonNONE
46435G102ICVTISHARES TR$9,3090.01%106CommonNONE
595112103MUMICRON TECHNOLOGY INC$9,2300.01%100CALLNONE
464287804IJRISHARES TR$9,1380.01%78CommonNONE
12572Q105CMECME GROUP INC$9,0590.01%37CommonNONE
369604301GEGE AEROSPACE$9,0330.01%44CommonNONE
90187B804TWOTWO HBRS INVT CORP$9,0300.01%700CommonNONE
88322Q108TGTXTG THERAPEUTICS INC$8,9350.01%270CommonNONE
489170100KMTKENNAMETAL INC$8,9120.01%400CommonNONE
003260106PPLTABRDN PLATINUM ETF TRUST$8,8970.01%100CommonNONE
46138E370SPHBINVESCO EXCH TRADED FD TR II$8,8590.01%97CommonNONE
46138G631QQQJINVESCO EXCH TRADED FD TR II$8,8370.01%274CommonNONE
00773T101ASIXADVANSIX INC$8,7930.01%300CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$8,6240.01%171CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$8,5890.01%98CommonNONE
74347R107SSOPROSHARES TR$8,5840.01%89CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$8,5270.01%13CommonNONE
78464A847SPMDSPDR SER TR$8,4880.01%151CommonNONE
L44385109GLOBGLOBANT S A$8,4810.01%39CommonNONE
03674X106ARANTERO RESOURCES CORP$8,4030.01%222CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$8,2760.01%41CommonNONE
086516101BBYBEST BUY INC$8,2350.01%97CommonNONE
74349Y100EETHPROSHARES TR$8,2120.01%167CommonNONE
92864M400ETHUUSDVOLATILITY SHS TR$8,2000.01%2,000CALLNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$7,9890.01%162CommonNONE
58733R102MELIMERCADOLIBRE INC$7,9870.01%4CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$7,9430.01%120CommonNONE
717081103PFEPFIZER INC$7,8510.01%305CommonNONE
036752103ELVELEVANCE HEALTH INC$7,8290.01%20CommonNONE
494368103KMBKIMBERLY-CLARK CORP$7,8180.00%60CommonNONE
46090R104ICMBINVESTCORP CR MGMT BDC INC$7,7750.00%2,500CommonNONE
806857108SLBSCHLUMBERGER LTD$7,7110.00%192CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$7,7090.00%135CommonNONE
191216100KOCOCA COLA CO$7,6610.00%120CommonNONE
404280406HSBCHSBC HLDGS PLC$7,6470.00%144CommonNONE
095306106BLBDBLUE BIRD CORP$7,6020.00%200CommonNONE
G5960L103MDTMEDTRONIC PLC$7,5610.00%84CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$7,5320.00%200CommonNONE
925652109VICIVICI PPTYS INC$7,5280.00%250CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$7,4690.00%125CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$7,2230.00%43CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$7,2120.00%75CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$7,1590.00%168CommonNONE
464287598IWDISHARES TR$7,1510.00%37CommonNONE
G6564A105NOMDNOMAD FOODS LTD$7,1480.00%400CommonNONE
74624M102PPURE STORAGE INC$6,9070.00%100CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$6,9000.00%71CommonNONE
125523100CITHE CIGNA GROUP$6,8820.00%24CommonNONE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$6,8440.00%130CommonNONE
844741108LUVSOUTHWEST AIRLS CO$6,7890.00%219CommonNONE
354613101BENFRANKLIN RESOURCES INC$6,7020.00%328CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$6,6300.00%200CALLNONE
92939U106WECWEC ENERGY GROUP INC$6,3110.00%62CommonNONE
801056102SANMSANMINA CORPORATION$6,3030.00%73CommonNONE
09259E108TCPCBLACKROCK TCP CAPITAL CORP$6,3000.00%700CommonNONE
166764100CVXCHEVRON CORP NEW$6,2580.00%41CommonNONE
871332102SLVMSYLVAMO CORP$6,2340.00%81CommonNONE
78433H501CSHINEOS ETF TRUST$6,2300.00%125CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$6,1960.00%20CommonNONE
88337F105ODP1THE ODP CORP$6,1680.00%300CommonNONE
532457108LLYELI LILLY & CO$6,1490.00%7CommonNONE
57686G105MATXMATSON INC$6,1290.00%45CommonNONE
892672106TWTRADEWEB MKTS INC$6,0940.00%49CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$6,0640.00%83CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$6,0580.00%55CommonNONE
278642103EBAYEBAY INC.$5,9700.00%88CommonNONE
48666K109KBHKB HOME$5,9650.00%94CommonNONE
87241L109TFIITFI INTL INC$5,9470.00%46CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$5,9280.00%72CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$5,8910.00%63CommonNONE
12514G108CDWCDW CORP$5,7610.00%30CommonNONE
963320106WHRWHIRLPOOL CORP$5,7010.00%56CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$5,6850.00%25CommonNONE
92840M102VSTVISTRA CORP$5,6750.00%34CommonNONE
31154R109FPIFARMLAND PARTNERS INC$5,6640.00%480CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$5,6260.00%28CommonNONE
858119100STLDSTEEL DYNAMICS INC$5,5760.00%44CommonNONE
M7516K103NVMINOVA LTD$5,5310.00%22CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$5,4970.00%130CommonNONE
09739D100BCCBOISE CASCADE CO DEL$5,4250.00%44CommonNONE
26923N462ETF OPPORTUNITIES TRUST$5,4250.00%620CommonNONE
681919106OMCOMNICOM GROUP INC$5,3640.00%64CommonNONE
26701L100BROSDUTCH BROS INC$5,3430.00%80CommonNONE
893641100TDGTRANSDIGM GROUP INC$5,3100.00%4CommonNONE
92189F601NLRVANECK ETF TRUST$5,2530.00%57CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$5,1910.00%61CommonNONE
75734B100RDDTREDDIT INC$5,1810.00%23CommonNONE
464288620USIGISHARES TR$5,1050.00%101CommonNONE
46429B267GOVTISHARES TR$5,0610.00%224CommonNONE
81762P102NOWSERVICENOW INC$5,0420.00%5CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$5,0180.00%13CommonNONE
464287432TLTISHARES TR$5,0000.00%56CommonNONE
92242T101VVXV2X INC$4,9920.00%100CommonNONE
29275Y102ENSENERSYS$4,9860.00%50CommonNONE
14149Y108CAHCARDINAL HEALTH INC$4,8410.00%38CommonNONE
G4705A100ICLRICON PLC$4,8370.00%25CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$4,7350.00%23CommonNONE
464288877EFVISHARES TR$4,7230.00%85CommonNONE
71363P106PRDOPERDOCEO ED CORP$4,7180.00%166CommonNONE
4315711089HIHILLENBRAND INC$4,6950.00%150CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$4,6880.00%181CommonNONE
683344105ONTOONTO INNOVATION INC$4,6740.00%25CommonNONE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$4,5640.00%400CommonNONE
375558103GILDGILEAD SCIENCES INC$4,5140.00%47CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$4,4780.00%35CommonNONE
291011104EMREMERSON ELEC CO$4,4780.00%36CommonNONE
624756102MLIMUELLER INDS INC$4,3350.00%54CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$4,3220.00%6CommonNONE
78463X749RWOSPDR INDEX SHS FDS$4,2200.00%96CommonNONE
060505104BACBANK AMERICA CORP$4,2190.00%89CommonNONE
093671105HRBBLOCK H & R INC$4,2050.00%79CommonNONE
88636J253TIDAL TR II$4,1940.00%102CommonNONE
816851109SRESEMPRA$4,1810.00%51CommonNONE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$4,1800.00%360CommonNONE
084423102WRBBERKLEY W R CORP$4,1220.00%67CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$4,1000.00%150CommonNONE
337932107FEFIRSTENERGY CORP$4,0970.00%102CommonNONE
46434V738IEURISHARES TR$4,0430.00%70CommonNONE
19247G107COHRCOHERENT CORP$4,0280.00%42CommonNONE
78464A888XHBSPDR SER TR$3,9970.00%38CommonNONE
749360400RCMTRCM TECHNOLOGIES INC$3,9900.00%200CommonNONE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$3,9760.00%163CommonNONE
922908751VBVANGUARD INDEX FDS$3,9640.00%16CommonNONE
78464A474SPSBSPDR SER TR$3,9450.00%132CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$3,9000.00%25CommonNONE
128030202CALMCAL MAINE FOODS INC$3,8990.00%36CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$3,8690.00%108CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$3,7080.00%27CommonNONE
G54950103LINLINDE PLC$3,6410.00%8CommonNONE
466313103JBLJABIL INC$3,6400.00%22CommonNONE
53224K302LTBRLIGHTBRIDGE CORP$3,6390.00%300CommonNONE
679369108OLPXOLAPLEX HLDGS INC$3,6250.00%2,500CommonNONE
922908652VXFVANGUARD INDEX FDS$3,5790.00%18CommonNONE
422806109HEIHEICO CORP NEW$3,5240.00%15CommonNONE
464288786IAKISHARES TR$3,4940.00%27CommonNONE
682189105ONON SEMICONDUCTOR CORP$3,4850.00%68CommonNONE
464287671IUSGISHARES TR$3,4450.00%24CommonNONE
64049M209NEONEOGENOMICS INC$3,3630.00%250CommonNONE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$3,3440.00%134CommonNONE
001055102AFLAFLAC INC$3,3150.00%32CommonNONE
78464A839MDYVSPDR SER TR$3,2810.00%40CommonNONE
854231107SXISTANDEX INTL CORP$3,2690.00%17CommonNONE
038222105AMATAPPLIED MATLS INC$3,2400.00%18CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$3,1590.00%14CommonNONE
07373V105BEAMBEAM THERAPEUTICS INC$3,1530.00%115CommonNONE
892331307TMTOYOTA MOTOR CORP$3,1280.00%17CommonNONE
N82405106STLASTELLANTIS N.V$3,1190.00%241CommonNONE
759509102RSRELIANCE INC$3,1140.00%11CommonNONE
379577208GMEDGLOBUS MED INC$2,9800.00%34CommonNONE
133131102CPTCAMDEN PPTY TR$2,9790.00%25CommonNONE
231021106CMICUMMINS INC$2,9750.00%8CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$2,9430.00%12CommonNONE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$2,9260.00%177CommonNONE
297178105ESSESSEX PPTY TR INC$2,9220.00%10CommonNONE
64110W102NTESNETEASE INC$2,9170.00%28CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$2,9120.00%38CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$2,9030.00%43CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$2,8930.00%33CommonNONE
29357K103ENVAENOVA INTL INC$2,8720.00%25CommonNONE
053484101AVBAVALONBAY CMNTYS INC$2,8630.00%13CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2,8580.00%5CommonNONE
29476L107EQREQUITY RESIDENTIAL$2,8540.00%40CommonNONE
285512109EAELECTRONIC ARTS INC$2,8300.00%22CommonNONE
89832Q109TFCTRUIST FINL CORP$2,8140.00%59CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$2,7830.00%275CommonNONE
60937P106MDBMONGODB INC$2,7790.00%10CommonNONE
09073M104TECHBIO-TECHNE CORP$2,7670.00%38CommonNONE
737446104POSTPOST HLDGS INC$2,7020.00%24CommonNONE
969904101WSMWILLIAMS SONOMA INC$2,6950.00%13CommonNONE
74348T102PSECPROSPECT CAP CORP$2,6910.00%639CommonNONE
46434V696IPACISHARES TR$2,6880.00%43CommonNONE
90184D100TWSTTWIST BIOSCIENCE CORP$2,6680.00%51CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$2,5910.00%50CommonNONE
74275K108PCORPROCORE TECHNOLOGIES INC$2,5660.00%34CommonNONE
670346105NUENUCOR CORP$2,4750.00%19CommonNONE
002824100ABTABBOTT LABS$2,4530.00%19CommonNONE
H1467J104CBCHUBB LIMITED$2,4320.00%9CommonNONE
345370860FFORD MTR CO$2,3470.00%254CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$2,3000.00%35CommonNONE
46266C105IQVIQVIA HLDGS INC$2,2900.00%11CommonNONE
36828A101GEVGE VERNOVA INC$2,2680.00%6CommonNONE
G3730V105FTAIFTAI AVIATION LTD$2,2570.00%20CommonNONE
74347G440BITOPROSHARES TR$2,2280.00%100CALLNONE
46429B697USMVISHARES TR$2,2260.00%24CommonNONE
G3198U102ESNTESSENT GROUP LTD$2,2240.00%38CommonNONE
750917106RMBSRAMBUS INC DEL$2,2110.00%33CommonNONE
21874C102CNMCORE & MAIN INC$2,1840.00%40CommonNONE
37954Y871URAGLOBAL X FDS$2,1830.00%75CommonNONE
780259305SHELSHELL PLC$2,1750.00%33CommonNONE
72201R783HYSPIMCO ETF TR$2,1700.00%23CommonNONE
124155102BFLYBUTTERFLY NETWORK INC$2,1700.00%500CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$2,1610.00%27CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$2,1430.00%27CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$2,1350.00%60CommonNONE
37045V100GMGENERAL MTRS CO$2,1330.00%45CommonNONE
231561101CWCURTISS WRIGHT CORP$2,1310.00%6CommonNONE
745867101PHMPULTE GROUP INC$2,1180.00%20CommonNONE
78464A664SPTLSPDR SER TR$2,1100.00%79CommonNONE
31428X106FDXFEDEX CORP$2,0490.00%8CommonNONE
78468R200FLRNSPDR SER TR$2,0310.00%66CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$2,0310.00%23CommonNONE
04010L103ARCCARES CAPITAL CORP$2,0240.00%89CommonNONE
243537107DECKDECKERS OUTDOOR CORP$2,0190.00%12CommonNONE
09290D101BLKBLACKROCK INC$1,9850.00%2CommonNONE

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.