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AssuredPartners Investment Advisors, LLC

Q1 2026 · 13F-HR

AssuredPartners Investment Advisors, LLCholdings as filed

Filed 2026-04-13 · accession 0002085853-26-000348

$919.2M
Reported value
402
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R663BILSPDR SERIES TRUST$34.0M3.70%372,188CommonNONE
922908637VVVANGUARD INDEX FDS$22.1M2.41%73,021CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$22.1M2.40%395,352CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$21.4M2.33%416,693CommonNONE
037833100AAPLAPPLE INC$21.2M2.30%81,715CommonNONE
922908363VOOVANGUARD INDEX FDS$21.1M2.30%34,896CommonNONE
78464A805SPTMSPDR SERIES TRUST$19.8M2.16%247,434CommonNONE
02079K305GOOGLALPHABET INC$19.7M2.14%65,610CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$17.6M1.92%119,630CommonNONE
67066G104NVDANVIDIA CORPORATION$17.1M1.86%96,132CommonNONE
594918104MSFTMICROSOFT CORP$16.4M1.78%43,919CommonNONE
46432F834IXUSISHARES TR$15.5M1.69%177,317CommonNONE
46434V290SMLFISHARES TR$12.5M1.36%163,184CommonNONE
46625H100JPMJPMORGAN CHASE & CO$11.9M1.30%40,420CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$11.4M1.25%31,907CommonNONE
316092527FSMDFIDELITY COVINGTON TRUST$11.3M1.23%247,373CommonNONE
595112103MUMICRON TECHNOLOGY INC$10.2M1.11%27,054CommonNONE
30231G102XOMEXXON MOBIL CORP$10.1M1.10%61,693CommonNONE
97717X594IHDGWISDOMTREE TR$10.0M1.09%203,535CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$9.9M1.08%251,219CommonNONE
023135106AMZNAMAZON COM INC$8.8M0.96%41,463CommonNONE
97717W315DEMWISDOMTREE TR$8.4M0.92%170,304CommonNONE
17275R102CSCOCISCO SYS INC$8.4M0.91%104,159CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$8.3M0.91%174,153CommonNONE
11135F101AVGOBROADCOM INC$7.6M0.83%24,181CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$7.6M0.82%50,800CommonNONE
47103U845JAAAJANUS DETROIT STR TR$7.5M0.82%148,547CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$7.3M0.79%172,534CommonNONE
060505104BACBANK AMERICA CORP$7.2M0.78%143,567CommonNONE
88160R101TSLATESLA INC$7.2M0.78%20,311CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$6.9M0.75%144,486CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$6.8M0.74%71,747CommonNONE
922908769VTIVANGUARD INDEX FDS$6.6M0.71%20,184CommonNONE
532457108LLYELI LILLY & CO$6.5M0.70%6,962CommonNONE
30303M102METAMETA PLATFORMS INC$6.4M0.70%11,167CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$6.1M0.66%182,693CommonNONE
147528103CASYCASEYS GEN STORES INC$6.0M0.65%8,013CommonNONE
46137V746PWBINVESCO EXCHANGE TRADED FD T$5.9M0.64%45,520CommonNONE
219350105GLWCORNING INC$5.5M0.60%37,654CommonNONE
512807306LRCXLAM RESEARCH CORP$5.5M0.60%24,980CommonNONE
92826C839VVISA INC$5.4M0.59%17,770CommonNONE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$5.4M0.59%128,059CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$5.3M0.58%95,984CommonNONE
464288109ILCVISHARES TR$5.3M0.57%56,112CommonNONE
00287Y109ABBVABBVIE INC$5.1M0.55%24,452CommonNONE
025816109AXPAMERICAN EXPRESS CO$4.9M0.54%16,089CommonNONE
92840M102VSTVISTRA CORP$4.9M0.53%32,248CommonNONE
808524698SCHISCHWAB STRATEGIC TR$4.8M0.52%212,979CommonNONE
126408103CSXCSX CORP$4.8M0.52%115,599CommonNONE
25434V591DUSBDIMENSIONAL ETF TRUST$4.7M0.51%91,892CommonNONE
166764100CVXCHEVRON CORPORATION$4.6M0.51%23,364CommonNONE
46432F396MTUMISHARES TR$4.6M0.50%18,577CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$4.6M0.50%69,557CommonNONE
464287440IEFISHARES TR$4.5M0.49%47,056CommonNONE
69420N718BUFPPGIM ROCK ETF TR$4.5M0.49%149,072CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$4.4M0.48%122,022CommonNONE
09260D107BXBLACKSTONE INC$4.4M0.48%39,245CommonNONE
713448108PEPPEPSICO INC$4.4M0.48%28,078CommonNONE
617446448MSMORGAN STANLEY$4.4M0.48%26,220CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$4.3M0.47%91,453CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$4.3M0.46%4,195CommonNONE
478160104JNJJOHNSON & JOHNSON$4.0M0.44%16,788CommonNONE
64110L106NFLXNETFLIX INC.$3.8M0.42%38,826CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD$3.8M0.41%61,763CommonNONE
02079K107GOOGALPHABET INC$3.7M0.40%12,370CommonNONE
127097103CTRACOTERRA ENERGY INC$3.5M0.38%101,481CommonNONE
74340W103PLDPROLOGIS INC.$3.4M0.37%25,567CommonNONE
651639106NEMNEWMONT CORP$3.3M0.36%29,623CommonNONE
72201R635MINOPIMCO ETF TR$3.3M0.36%73,265CommonNONE
45782C805UAPRINNOVATOR ETFS TRUST$3.3M0.36%98,291CommonNONE
12572Q105CMECME GROUP INC$3.3M0.35%10,561CommonNONE
74762E102QUREQUANTA SVCS INC$3.3M0.35%5,864CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$3.2M0.35%13,279CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$3.2M0.34%69,355CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$3.1M0.34%125,343CommonNONE
G29183103ETNEATON CORP PLC$3.1M0.34%8,503CommonNONE
35473P868FLMIFRANKLIN TEMPLETON ETF TR$3.1M0.33%123,329CommonNONE
97717W588EPSWISDOMTREE TR$3.0M0.32%43,184CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$3.0M0.32%17,166CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.9M0.32%3,401CommonNONE
892356106TSCOTRACTOR SUPPLY CO$2.9M0.32%63,795CommonNONE
45782C359EAPRINNOVATOR ETFS TRUST$2.8M0.31%93,632CommonNONE
437076102HDHOME DEPOT INC$2.8M0.30%8,469CommonNONE
69420N510PBQQPGIM ROCK ETF TR$2.7M0.30%95,288CommonNONE
889478103TOLTOLL BROTHERS INC$2.7M0.30%19,712CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.7M0.30%50,288CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.7M0.29%6,792CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$2.7M0.29%9,110CommonNONE
464288513HYGISHARES TR$2.7M0.29%33,254CommonNONE
09290D101BLKBLACKROCK INC$2.6M0.28%2,728CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$2.6M0.28%52,624CommonNONE
72201R585PYLDPIMCO ETF TR$2.6M0.28%99,027CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$2.5M0.27%5,719CommonNONE
46435U515IBDTISHARES TR$2.5M0.27%99,114CommonNONE
742718109PGPROCTER & GAMBLE CO$2.5M0.27%17,428CommonNONE
46436E205IBDUISHARES TR$2.5M0.27%106,604CommonNONE
92189F429PFXFVANECK ETF TRUST$2.5M0.27%139,754CommonNONE
65339F101NEENEXTERA ENERGY INC$2.4M0.26%26,088CommonNONE
464289438IWYISHARES TR$2.4M0.26%9,523CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$2.4M0.26%31,991CommonNONE
37960A529SHLDGLOBAL X FDS$2.4M0.26%31,790CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.3M0.25%12,034CommonNONE
315912808ONEQFIDELITY COMWLTH TR$2.3M0.25%26,921CommonNONE
25434V575DFGXDIMENSIONAL ETF TRUST$2.3M0.25%43,202CommonNONE
69374H360COWGPACER FDS TR$2.3M0.25%66,444CommonNONE
65339F119NEE 7.234 11/01/27NEXTERA ENERGY INC$2.3M0.25%43,270CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$2.3M0.25%4,983CommonNONE
46436E726IBDVISHARES TR$2.2M0.24%102,378CommonNONE
717081103PFEPFIZER INC$2.2M0.24%79,490CommonNONE
46436E718SGOVISHARES TR$2.2M0.24%22,024CommonNONE
871607107SNPSSYNOPSYS INC$2.2M0.24%5,446CommonNONE
46435UAA9IBDSISHARES TR$2.1M0.23%88,262CommonNONE
33740U687GNOVFIRST TR EXCHNG TRADED FD VI$2.1M0.23%53,713CommonNONE
33734K109FEXFIRST TR EXCHANGE-TRADED ALP$2.1M0.23%16,875CommonNONE
69344A818PJIOPGIM ETF TR$2.0M0.22%36,059CommonNONE
922908751VBVANGUARD INDEX FDS$2.0M0.22%7,659CommonNONE
149123101CATCATERPILLAR INC$2.0M0.21%2,722CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$1.9M0.21%25,352CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.9M0.21%2,919CommonNONE
46138E214IDHQINVESCO EXCH TRADED FD TR II$1.9M0.21%33,635CommonNONE
097023105BABOEING CO$1.9M0.21%8,899CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.8M0.20%11,218CommonNONE
94106L109WMWASTE MGMT INC DEL$1.8M0.19%7,602CommonNONE
47103U209JSMDJANUS DETROIT STR TR$1.8M0.19%21,945CommonNONE
33740F243BUFSFIRST TR EXCHNG TRADED FD VI$1.8M0.19%75,847CommonNONE
464285204IAUISHARES GOLD TR$1.8M0.19%20,167CommonNONE
45782C839UJULINNOVATOR ETFS TRUST$1.8M0.19%45,737CommonNONE
45782C532UDECINNOVATOR ETFS TRUST$1.8M0.19%45,067CommonNONE
97717W109DTDWISDOMTREE TR$1.8M0.19%20,221CommonNONE
33740F169BUFYFIRST TR EXCHNG TRADED FD VI$1.7M0.19%77,192CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$1.7M0.19%5,076CommonNONE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$1.7M0.19%43,255CommonNONE
032654105ADIANALOG DEVICES INC$1.7M0.19%5,288CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.7M0.19%13,026CommonNONE
46434V621DGROISHARES TR$1.7M0.18%23,403CommonNONE
69420N692PBFRPGIM ROCK ETF TR$1.6M0.18%56,265CommonNONE
97717X669DGRWWISDOMTREE TR$1.6M0.17%18,098CommonNONE
16411R208LNGCHENIERE ENERGY INC$1.6M0.17%5,543CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$1.6M0.17%13,511CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.6M0.17%50,701CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.5M0.17%10,374CommonNONE
580135101MCDMCDONALDS CORP$1.5M0.17%4,954CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.5M0.16%3,456CommonNONE
97717X263DDWMWISDOMTREE TR$1.5M0.16%33,024CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.5M0.16%56,639CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.4M0.16%4,056CommonNONE
278865100ECLECOLAB INC$1.4M0.15%5,138CommonNONE
46436E486IBDWISHARES TR$1.4M0.15%65,329CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.15%2,848CommonNONE
58733R102MELIMERCADOLIBRE INC$1.4M0.15%793CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.15%5,469CommonNONE
55336V100MPLXMPLX LP$1.3M0.15%23,995CommonNONE
33735B108FNXFIRST TR EXCHANGE-TRADED ALP$1.3M0.14%10,162CommonNONE
46434V878ICSHISHARES TR$1.3M0.14%26,056CommonNONE
464287804IJRISHARES TR$1.3M0.14%10,398CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$1.3M0.14%54,040CommonNONE
45783Y111ZAUGINNOVATOR ETFS TRUST$1.3M0.14%48,285CommonNONE
29084Q100EMEEMCOR GROUP INC$1.3M0.14%1,700CommonNONE
680223104ORIOLD REP INTL CORP$1.3M0.14%31,864CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$1.3M0.14%36,841CommonNONE
F92124100TTETOTALENERGIES SE$1.3M0.14%13,873CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.3M0.14%9,208CommonNONE
031162100AMGNAMGEN INC$1.3M0.14%3,657CommonNONE
842587107SOSOUTHERN CO$1.2M0.13%12,744CommonNONE
922020805VTIPVANGUARD MALVERN FDS$1.2M0.13%24,707CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$1.2M0.13%13,536CommonNONE
45782C524IJANINNOVATOR ETFS TRUST$1.2M0.13%33,344CommonNONE
89832Q109TFCTRUIST FINL CORP$1.2M0.13%25,454CommonNONE
767204100RIORIO TINTO PLC$1.2M0.13%12,760CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.2M0.13%4,600CommonNONE
931142103WMTWALMART INC$1.2M0.13%9,346CommonNONE
464287200IVVISHARES TR$1.2M0.13%1,774CommonNONE
46435GAA0IBDRISHARES TR$1.2M0.13%48,257CommonNONE
78464A854SPYMSPDR SERIES TRUST$1.2M0.13%14,952CommonNONE
45782C672UAUGINNOVATOR ETFS TRUST$1.2M0.13%29,180CommonNONE
29250N105ENBENBRIDGE INC$1.1M0.12%21,360CommonNONE
45784N858ZDEKINNOVATOR ETFS TRUST$1.1M0.12%44,279CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.1M0.12%4,097CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$1.1M0.12%27,822CommonNONE
45782C474KJANINNOVATOR ETFS TRUST$1.1M0.12%26,545CommonNONE
254687106DISDISNEY WALT CO$1.1M0.12%11,600CommonNONE
464287812IYKISHARES TR$1.1M0.12%15,898CommonNONE
97717W208DHSWISDOMTREE TR$1.1M0.12%10,196CommonNONE
404280406HSBCHSBC HLDGS PLC$1.1M0.12%12,997CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$1.1M0.12%9,668CommonNONE
58933Y105MRKMERCK & CO INC$1.1M0.11%8,728CommonNONE
464287705IJJISHARES TR$1.1M0.11%7,834CommonNONE
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695156109PKGPACKAGING CORP AMER$1.0M0.11%5,027CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.0M0.11%2,057CommonNONE
002824100ABTABBOTT LABORATORIES$1.0M0.11%10,074CommonNONE
H1467J104CBCHUBB LTD SWITZ$1.0M0.11%3,123CommonNONE
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68389X105ORCLORACLE CORP$978,6620.11%6,724CommonNONE
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244199105DEDEERE & CO$888,5190.10%1,545CommonNONE
872590104TMUST-MOBILE US INC$865,0130.09%4,355CommonNONE
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482480100KLACKLA CORP$429,6770.05%279CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$427,8270.05%10,669CommonNONE
370334104GISGENERAL MILLS INC$426,5990.05%11,325CommonNONE
126650100CVSCVS HEALTH CORP$422,8990.05%5,771CommonNONE
45782C425UFEBINNOVATOR ETFS TRUST$422,5670.05%11,574CommonNONE
46090E103QQQINVESCO QQQ TR$420,6770.05%715CommonNONE
337932107FEFIRSTENERGY CORP$416,8390.05%8,170CommonNONE
46436E528IBHFISHARES TR$412,9900.04%18,070CommonNONE
04010L103ARCCARES CAPITAL CORP$412,5010.04%22,541CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$410,1250.04%1,458CommonNONE
14040H105COFCAPITAL ONE FINL CORP$402,7460.04%2,186CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$400,8450.04%11,769CommonNONE
115236101BROBROWN & BROWN INC$397,3060.04%5,973CommonNONE
45783Y244JAJLINNOVATOR ETFS TRUST$392,7260.04%13,497CommonNONE
092113109BKHBLACK HILLS CORP$392,4290.04%5,507CommonNONE
922908553VNQVANGUARD INDEX FDS$390,6990.04%4,324CommonNONE
29273V100ETENERGY TRANSFER L P$390,2770.04%20,584CommonNONE
949746101WMT2WELLS FARGO & CO$390,1930.04%4,767CommonNONE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$386,2220.04%24,429CommonNONE
744320102PRUPRUDENTIAL FINL INC$380,4230.04%3,889CommonNONE
863667101SYKSTRYKER CORPORATION$379,1230.04%1,141CommonNONE
907818108UNPUNION PAC CORP$375,2320.04%1,528CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$374,5250.04%22,467CommonNONE
464287655IWMISHARES TR$371,0740.04%1,470CommonNONE
45783Y251ZJULINNOVATOR ETFS TRUST$365,1890.04%12,521CommonNONE
26875P101EOGEOG RES INC$361,7730.04%2,529CommonNONE
80105N105SNYSANOFI SA$361,3320.04%7,591CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$358,4660.04%7,764CommonNONE
56585A102MPCMARATHON PETE CORP$353,1430.04%1,463CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$353,0560.04%8,800CommonNONE
55261F104MTBM & T BK CORP$350,8930.04%1,655CommonNONE
78463V107GLDSPDR GOLD TR$350,6170.04%820CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$347,3060.04%1,186CommonNONE
36467J108GLPIGAMING & LEISURE P$343,0940.04%7,597CommonNONE
316092816FDMOFIDELITY COVINGTON TRUST$338,9830.04%4,168CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$335,6080.04%7,235CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$329,6760.04%1,697CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$329,6010.04%3,468CommonNONE
654106103NKENIKE INC$328,3510.04%7,457CommonNONE
229663109CUBECUBESMART$327,9920.04%8,817CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$325,9720.04%16,530CommonNONE
235851102DHRDANAHER CORP DEL$325,7480.04%1,696CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$323,3170.04%7,519CommonNONE
369604301GEGE AEROSPACE$317,2860.03%1,099CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$314,0330.03%8,460CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$312,0260.03%6,937CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$309,3810.03%9,216CommonNONE
45784N486DDFSINNOVATOR ETFS TRUST$306,2000.03%14,423CommonNONE
125523100CITHE CIGNA GROUP$304,7920.03%1,106CommonNONE
46436E312IBDXISHARES TR$303,5090.03%12,044CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$301,5860.03%3,424CommonNONE
594972408MSTRSTRATEGY INC$297,3180.03%2,328CommonNONE
20825C104COPCONOCOPHILLIPS$283,9170.03%2,157CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$282,9490.03%4,730CommonNONE
N07059210ASMLASML HLDG NV$281,6660.03%216CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$279,9270.03%709CommonNONE
45784N700ZOCTINNOVATOR ETFS TRUST$278,5260.03%10,385CommonNONE
78464A649SPABSPDR SERIES TRUST$273,4870.03%10,704CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$273,1450.03%393CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$268,7300.03%1,258CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$267,7970.03%6,776CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$266,9130.03%9,036CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$265,8360.03%1,615CommonNONE
038222105AMATAPPLIED MATLS INC$262,9120.03%746CommonNONE
217204106CPRTCOPART INC$262,8510.03%8,004CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$260,2710.03%927CommonNONE
172967424CCITIGROUP INC$258,7540.03%2,205CommonNONE
464287499IWRISHARES TR$258,1570.03%2,614CommonNONE
773903109ROKROCKWELL AUTOMATION INC$257,4060.03%701CommonNONE
66987V109NVSNOVARTIS AG$255,8540.03%1,674CommonNONE
79466L302CRMSALESFORCE INC$255,7270.03%1,382CommonNONE
88579Y101MMM3M CO$255,3570.03%1,767CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$255,2300.03%5,966CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$248,3110.03%2,235CommonNONE
46284V101IRMIRON MTN INC DEL$245,4260.03%2,352CommonNONE
92939U106WECWEC ENERGY GROUP INC$242,8830.03%2,081CommonNONE
45784N528DDFOINNOVATOR ETFS TRUST$242,5450.03%11,255CommonNONE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$241,9230.03%4,245CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$239,8690.03%15,048CommonNONE
451107106IDAIDACORP INC$239,1400.03%1,653CommonNONE
921937835BNDVANGUARD BD INDEX FDS$238,9980.03%3,253CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$234,8270.03%2,303CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$234,5620.03%1,179CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$233,9910.03%5,368CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$232,5190.03%5,642CommonNONE
31428X106FDXFEDEX CORP$231,2570.03%644CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$228,0180.02%4,662CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$224,5540.02%742CommonNONE
921909768VXUSVANGUARD STAR FDS$224,0450.02%2,873CommonNONE
260003108DOVDOVER CORP$223,7870.02%1,079CommonNONE
718546104PSXPHILLIPS 66$222,4700.02%1,255CommonNONE
032095101APHAMPHENOL CORP$222,3100.02%1,758CommonNONE
852234103XYZBLOCK INC$220,6930.02%3,637CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$218,9850.02%452CommonNONE
78468R622JNKSPDR SERIES TRUST$218,7710.02%2,281CommonNONE
609207105MDLZMONDELEZ INTL INC$217,6230.02%3,728CommonNONE
316092303FSTAFIDELITY COVINGTON TRUST$217,5830.02%4,117CommonNONE
02209S103MOALTRIA GROUP INC$215,7590.02%3,242CommonNONE
808524722SCHKSCHWAB STRATEGIC TR$215,6650.02%6,795CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$213,4210.02%3,035CommonNONE
458140100INTCINTEL CORP$209,1630.02%4,119CommonNONE
G0593M107AZNASTRAZENECA PLC$208,1040.02%1,026CommonNONE
922908736VUGVANGUARD INDEX FDS$207,1470.02%466CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$203,5870.02%1,538CommonNONE
92204A702VGTVANGUARD WORLD FD$203,5320.02%284CommonNONE
808524730FNDESCHWAB STRATEGIC TR$203,3300.02%5,314CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$202,4950.02%1,849CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$201,1570.02%4,286CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$201,0260.02%4,630CommonNONE
291011104EMREMERSON ELEC CO$200,8870.02%1,514CommonNONE
00724F101ADBEADOBE INC$200,6160.02%821CommonNONE
464288158SUBISHARES TR$200,0380.02%1,882CommonNONE
27828X100ETBEATON VANCE TAX MNGED BUY WR$193,4370.02%13,150CommonNONE
45784N437DDFDINNOVATOR ETFS TRUST$191,0810.02%10,020CommonNONE
G6683N103NUNU HLDGS LTD$184,4670.02%12,936CommonNONE
97717P104WTWISDOMTREE INC$154,3900.02%10,334CommonNONE
75943R102RLAYRELAY THERAPEUTICS INC$150,1720.02%12,062CommonNONE
051774107AURAURORA INNOVATION INC$121,3110.01%28,884CommonNONE
03945R102ACHRARCHER AVIATION INC$83,1720.01%15,013CommonNONE
532275104LWLGLIGHTWAVE LOGIC INC$81,6720.01%10,378CommonNONE
75629V104RXRXRECURSION PHARMACEUTICALS IN$72,8690.01%23,133CommonNONE
46132X101OIAINVESCO MUNI INCOME OPP TRST$64,6020.01%10,696CommonNONE
00091E109ABSIABSCI CORPORATION$47,6090.01%16,084CommonNONE
00288U106ABCLABCELLERA BIOLOGICS INC$41,6330.00%12,281CommonNONE
53566P109LCTXLINEAGE CELL THERAPEUTICS IN$25,4100.00%16,500CommonNONE

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.