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Greenline Wealth Management LLC

Q4 2025 · 13F-HR

Greenline Wealth Management LLCholdings as filed

Filed 2026-02-13 · accession 0002111541-26-000001

$96.6M
Reported value
552
Positions
2025-12-31
Period end
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The Brief · Greenline Wealth Management LLC · Q4 2025

AI · grounded in 13F

Greenline Wealth Management LLC established a new position in Capital Group Dividend Value CGDV worth $6.1M. The fund also initiated new stakes in NVIDIA Corporation NVDA for $4.6M and J P Morgan Exchange Traded F JGRO for $4.3M. Additional new positions include Apple Inc AAPL and Invesco Exch Traded Fd Tr II SPMO.

Holdings as filed

First 500 of 552

CUSIPTickerIssuerValue% port.SharesClassVoting
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$6.1M6.28%139,045CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.6M4.74%24,540CommonSOLE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$4.3M4.47%46,589CommonSOLE
037833100AAPLAPPLE INC$4.2M4.34%15,417CommonSOLE
46138E339SPMOINVESCO EXCH TRADED FD TR II$3.8M3.91%31,673CommonSOLE
46138E222IDMOINVESCO EXCH TRADED FD TR II$3.1M3.26%56,674CommonSOLE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$2.7M2.84%19,845CommonSOLE
88160R101TSLATESLA INC$2.5M2.60%5,594CommonSOLE
594918104MSFTMICROSOFT CORP$2.4M2.52%5,043CommonSOLE
30303M102METAMETA PLATFORMS INC$2.3M2.37%3,464CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$2.1M2.20%44,889CommonSOLE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$2.1M2.15%75,040CommonSOLE
023135106AMZNAMAZON COM INC$1.8M1.89%7,898CommonSOLE
02079K305GOOGLALPHABET INC$1.8M1.82%5,633CommonSOLE
11135F101AVGOBROADCOM INC$1.7M1.76%4,901CommonSOLE
46138E875PIZINVESCO EXCH TRADED FD TR II$1.6M1.68%33,143CommonSOLE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$1.6M1.67%22,420CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$1.5M1.55%19,289CommonSOLE
464287481IWPISHARES TR$1.5M1.55%10,917CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.2M1.22%6,629CommonSOLE
87283Q107TCHPT ROWE PRICE ETF INC$1.1M1.15%22,232CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$1.1M1.11%24,033CommonSOLE
369604301GEGE AEROSPACE$1.0M1.09%3,408CommonSOLE
233051200DBEFDBX ETF TR$943,9440.98%19,621CommonSOLE
746729300PVALPUTNAM ETF TRUST$899,2390.93%19,733CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$835,8410.87%2,594CommonSOLE
33939L761SKORFLEXSHARES TR$809,8490.84%16,485CommonSOLE
36828A101GEVGE VERNOVA INC$712,4950.74%1,090CommonSOLE
74255Y102YLDPRINCIPAL EXCHANGE TRADED FD$673,4750.70%35,437CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$664,5660.69%13,385CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$661,0920.68%4,081CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$617,2350.64%4,287CommonSOLE
532457108LLYELI LILLY & CO$610,9600.63%569CommonSOLE
02079K107GOOGALPHABET INC$589,9390.61%1,880CommonSOLE
33738R696DDIVFIRST TR EXCHANGE TRADED FD$584,9280.61%14,081CommonSOLE
14020Y870CGHYCAPITAL GRP FIXED INCM ETF T$569,8240.59%22,469CommonSOLE
75513E101RTXRTX CORPORATION$546,1240.57%2,978CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$539,7220.56%2,520CommonSOLE
46137V191RFVINVESCO EXCHANGE TRADED FD T$521,5830.54%4,081CommonSOLE
81728J109SRTSSENSUS HEALTHCARE INC$512,5210.53%128,774CommonSOLE
594972408MSTRSTRATEGY INC$495,0070.51%3,258CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$478,9490.50%545CommonSOLE
64110L106NFLXNETFLIX INC$476,5880.49%5,083CommonSOLE
47103U100JSMLJANUS DETROIT STR TR$461,0030.48%6,267CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$452,2290.47%16,517CommonSOLE
46431W606HYGHISHARES U S ETF TR$428,8460.44%4,975CommonSOLE
37954Y673PAVEGLOBAL X FDS$422,3290.44%8,837CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$417,8850.43%6,113CommonSOLE
781154109RBRKRUBRIK INC.$404,4190.42%5,288CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$388,3880.40%1,278CommonSOLE
74762E102QUREQUANTA SVCS INC$368,2440.38%872CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$354,8930.37%4,238CommonSOLE
464287200IVVISHARES TR$344,9190.36%504CommonSOLE
25434V302DFAEDIMENSIONAL ETF TRUST$327,5360.34%10,056CommonSOLE
770700102HOODROBINHOOD MKTS INC$314,4040.33%2,780CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$312,5270.32%667CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$306,6160.32%537CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$302,9810.31%2,106CommonSOLE
040413205ANETARISTA NETWORKS INC$300,1600.31%2,291CommonSOLE
03831W108APPAPPLOVIN CORP$296,8280.31%441CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$289,1360.30%2,823CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$289,0100.30%3,453CommonSOLE
46435G102ICVTISHARES TR$288,6920.30%2,931CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$276,8200.29%4,381CommonSOLE
595112103MUMICRON TECHNOLOGY INC$275,2310.28%964CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$274,0450.28%545CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$265,4720.27%1,441CommonSOLE
032095101APHAMPHENOL CORP NEW$261,5510.27%1,935CommonSOLE
443201108HWMHOWMET AEROSPACE INC$249,7680.26%1,218CommonSOLE
00287Y109ABBVABBVIE INC$241,7660.25%1,058CommonSOLE
482480100KLACKLA CORP$234,4760.24%193CommonSOLE
15101Q207CLSCELESTICA INC$227,2850.24%769CommonSOLE
92826C839VVISA INC$220,4510.23%629CommonSOLE
82509L107SHOPSHOPIFY INC$219,6460.23%1,365CommonSOLE
92204A702VGTVANGUARD WORLD FD$214,6890.22%285CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$213,6580.22%248CommonSOLE
147528103CASYCASEYS GEN STORES INC$209,7830.22%380CommonSOLE
922908769VTIVANGUARD INDEX FDS$202,2840.21%603CommonSOLE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$199,6640.21%8,819CommonSOLE
922908736VUGVANGUARD INDEX FDS$195,0940.20%400CommonSOLE
872540109TJXTJX COS INC NEW$194,2400.20%1,264CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$193,3690.20%341CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$192,1310.20%494CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$192,1250.20%544CommonSOLE
46137V480XSVMINVESCO EXCHANGE TRADED FD T$189,6800.20%3,320CommonSOLE
464286285EMHYISHARES INC$184,2180.19%4,563CommonSOLE
231561101CWCURTISS WRIGHT CORP$183,8000.19%333CommonSOLE
949746101WMT2WELLS FARGO CO NEW$181,9150.19%1,952CommonSOLE
04626A103ALABASTERA LABS INC$176,6820.18%1,062CommonSOLE
464285204IAUISHARES GOLD TR$175,5220.18%2,162CommonSOLE
45073V108ITTITT INC$172,4870.18%994CommonSOLE
35473P595FLBLFRANKLIN TEMPLETON ETF TR$171,3770.18%7,318CommonSOLE
68389X105ORCLORACLE CORP$169,5500.18%870CommonSOLE
18915M107NETCLOUDFLARE INC$168,2030.17%853CommonSOLE
893641100TDGTRANSDIGM GROUP INC$167,4310.17%126CommonSOLE
701094104PHPARKER-HANNIFIN CORP$166,5580.17%189CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$162,7300.17%583CommonSOLE
46090E103QQQINVESCO QQQ TR$156,0520.16%254CommonSOLE
512807306LRCXLAM RESEARCH CORP$154,7440.16%904CommonSOLE
81762P102NOWSERVICENOW INC$154,5710.16%1,009CommonSOLE
G29183103ETNEATON CORP PLC$152,9910.16%480CommonSOLE
369550108GDGENERAL DYNAMICS CORP$152,3150.16%452CommonSOLE
457669307INSMINSMED INC$147,3250.15%847CommonSOLE
G54950103LINLINDE PLC$145,0160.15%340CommonSOLE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$144,5010.15%2,245CommonSOLE
29084Q100EMEEMCOR GROUP INC$142,8460.15%233CommonSOLE
46435G409IVLUISHARES TR$142,4970.15%3,745CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$141,1610.15%1,728CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$140,9850.15%551CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$140,6650.15%490CommonSOLE
N07059210ASMLASML HOLDING N V$140,0990.15%131CommonSOLE
773121108RKLBROCKET LAB CORP$138,9270.14%1,992CommonSOLE
05464C101AXONAXON ENTERPRISE INC$137,7070.14%242CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$137,5620.14%1,894CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$137,3290.14%236CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$136,6350.14%2,280CommonSOLE
58155Q103MCKMCKESSON CORP$134,9330.14%164CommonSOLE
931142103WMTWALMART INC$133,3500.14%1,197CommonSOLE
17275R102CSCOCISCO SYS INC$130,0260.13%1,688CommonSOLE
980745103WWDWOODWARD INC$126,4610.13%418CommonSOLE
911363109URIUNITED RENTALS INC$120,1780.12%148CommonSOLE
92840M102VSTVISTRA CORP$118,8300.12%737CommonSOLE
12811T571CAIECALAMOS ETF TR$118,8260.12%4,444CommonSOLE
422806109HEIHEICO CORP NEW$118,3410.12%366CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$118,1830.12%358CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$117,6470.12%1,290CommonSOLE
863667101SYKSTRYKER CORPORATION$112,5780.12%320CommonSOLE
25809K105DASHDOORDASH INC$112,2110.12%495CommonSOLE
03073E105CORCENCORA INC$109,0810.11%323CommonSOLE
624756102MLIMUELLER INDS INC$108,4660.11%945CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$107,5700.11%351CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$107,4950.11%504CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$107,0890.11%139CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$101,3570.10%1,335CommonSOLE
94106L109WMWASTE MGMT INC DEL$100,6020.10%458CommonSOLE
002824100ABTABBOTT LABS$98,1300.10%783CommonSOLE
437076102HDHOME DEPOT INC$98,0960.10%285CommonSOLE
199908104FIXCOMFORT SYS USA INC$97,8770.10%105CommonSOLE
56585A102MPCMARATHON PETE CORP$97,7720.10%601CommonSOLE
882508104TXNTEXAS INSTRS INC$97,2160.10%560CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$96,0520.10%242CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$95,8570.10%304CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$94,1060.10%1,463CommonSOLE
G87110105FTITECHNIPFMC PLC$92,3080.10%2,072CommonSOLE
46222L108IONQIONQ INC$91,8950.10%2,048CommonSOLE
629377508NRGNRG ENERGY INC$90,2120.09%567CommonSOLE
75524B104RBCRBC BEARINGS INC$89,6940.09%200CommonSOLE
478160104JNJJOHNSON & JOHNSON$89,4450.09%432CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$88,7830.09%3,643CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$88,7620.09%432CommonSOLE
G3323L100FNFABRINET$87,1640.09%191CommonSOLE
M3760D101ESLTELBIT SYS LTD$85,4830.09%148CommonSOLE
58733R102MELIMERCADOLIBRE INC$84,9680.09%42CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$80,9910.08%424CommonSOLE
01741R102ATIATI INC$80,0650.08%698CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$79,6850.08%176CommonSOLE
09260D107BXBLACKSTONE INC$79,0730.08%513CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$78,6130.08%3,206CommonSOLE
87422Q109TLNTALEN ENERGY CORP$76,0220.08%203CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$75,2080.08%272CommonSOLE
G87052109TELTE CONNECTIVITY PLC$74,7300.08%328CommonSOLE
89055F103BLDTOPBUILD CORP$74,6250.08%179CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$73,1100.08%510CommonSOLE
29364G103ETRENTERGY CORP NEW$72,9750.08%790CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$72,2490.07%1,047CommonSOLE
75734B100RDDTREDDIT INC$69,3830.07%302CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$68,7580.07%268CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$68,6600.07%397CommonSOLE
02156V109OKLOOKLO INC$68,5300.07%955CommonSOLE
45168D104IDXXIDEXX LABS INC$67,6530.07%100CommonSOLE
48251W104KKRKKR & CO INC$66,8660.07%525CommonSOLE
46138G672RWKINVESCO EXCH TRADED FD TR II$66,7990.07%528CommonSOLE
025816109AXPAMERICAN EXPRESS CO$65,6480.07%177CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$65,1270.07%146CommonSOLE
19247G107COHRCOHERENT CORP$64,8930.07%352CommonSOLE
95040Q104WELLWELLTOWER INC$64,6220.07%348CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$63,2690.07%899CommonSOLE
969457100WMBWILLIAMS COS INC$63,0640.07%1,049CommonSOLE
78409V104SPGIS&P GLOBAL INC$62,5710.06%120CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$61,9670.06%527CommonSOLE
92189F676SMHVANECK ETF TRUST$60,6750.06%168CommonSOLE
617446448MSMORGAN STANLEY$59,8290.06%337CommonSOLE
72407810062CPIPER SANDLER COMPANIES$59,5540.06%175CommonSOLE
146869102CVNACARVANA CO$59,5300.06%141CommonSOLE
87612G101TRGPTARGA RES CORP$57,5510.06%312CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$57,3730.06%223CommonSOLE
44951W106IESCIES HLDGS INC$56,0020.06%144CommonSOLE
042068205ARMARM HOLDINGS PLC$55,9720.06%512CommonSOLE
857477103STTSTATE STR CORP$55,7540.06%432CommonSOLE
654106103NKENIKE INC$55,7270.06%875CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$55,5670.06%145CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$55,4250.06%99CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$54,9090.06%88CommonSOLE
580135101MCDMCDONALDS CORP$54,6410.06%179CommonSOLE
88023B103TEMTEMPUS AI INC$54,6180.06%925CommonSOLE
29977A105EVREVERCORE INC$52,7530.05%155CommonSOLE
35473P868FLMIFRANKLIN TEMPLETON ETF TR$51,5120.05%2,071CommonSOLE
803054204SAPSAP SE$50,4850.05%208CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$49,5930.05%252CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$48,4710.05%1,252CommonSOLE
45867G101IDCCINTERDIGITAL INC$47,9890.05%151CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$46,3850.05%668CommonSOLE
354921108EZBCFRANKLIN TEMPLETON DIGITAL H$46,1020.05%911CommonSOLE
461202103INTUINTUIT$45,2950.05%68CommonSOLE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$44,9200.05%626CommonSOLE
90353W103UIUBIQUITI INC$44,5310.05%80CommonSOLE
46641Q753JVALJ P MORGAN EXCHANGE TRADED F$44,4660.05%906CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$42,8960.04%8CommonSOLE
09290D101BLKBLACKROCK INC$42,7900.04%40CommonSOLE
04010E109AGXARGAN INC$42,5580.04%136CommonSOLE
172908105CTASCINTAS CORP$41,8210.04%222CommonSOLE
40412C101HCAHCA HEALTHCARE INC$41,8060.04%90CommonSOLE
311900104FASTFASTENAL CO$41,6500.04%1,038CommonSOLE
13321L108CCJCAMECO CORP$41,2140.04%450CommonSOLE
04621X108AIZASSURANT INC$40,9960.04%170CommonSOLE
632307104NTRANATERA INC$40,8950.04%179CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$40,8540.04%195CommonSOLE
M8740S227TATTTAT TECHNOLOGIES LTD$40,7080.04%912CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$37,7050.04%42CommonSOLE
871607107SNPSSYNOPSYS INC$37,4690.04%80CommonSOLE
025072307QGROAMERICAN CENTY ETF TR$37,4410.04%327CommonSOLE
918284100VSECVSE CORP$37,0290.04%214CommonSOLE
90384S303ULTAULTA BEAUTY INC$36,5180.04%60CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$36,4620.04%1,123CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$35,9780.04%1,282CommonSOLE
244199105DEDEERE & CO$35,6100.04%76CommonSOLE
464288513HYGISHARES TR$35,2650.04%437CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$33,6350.03%108CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$33,5140.03%136CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$33,3190.03%112CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$32,7660.03%252CommonSOLE
74624M102PPURE STORAGE INC$32,3290.03%482CommonSOLE
316092782FVALFIDELITY COVINGTON TRUST$32,3040.03%447CommonSOLE
759509102RSRELIANCE INC$32,0810.03%111CommonSOLE
278865100ECLECOLAB INC$32,0700.03%122CommonSOLE
571903202MARMARRIOTT INTL INC NEW$31,7600.03%102CommonSOLE
46138G664RWJINVESCO EXCH TRADED FD TR II$31,0250.03%637CommonSOLE
78464A409SPYGSPDR SERIES TRUST$30,9430.03%290CommonSOLE
81141R100SESEA LTD$30,3500.03%238CommonSOLE
N00985106AERAERCAP HOLDINGS NV$29,9510.03%208CommonSOLE
739128106POWLPOWELL INDS INC$29,3630.03%92CommonSOLE
833445109SNOWSNOWFLAKE INC$28,7260.03%131CommonSOLE
21873S108CRWVCOREWEAVE INC$28,4270.03%397CommonSOLE
466313103JBLJABIL INC$28,3790.03%124CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$26,5200.03%304CommonSOLE
254687106DISDISNEY WALT CO$26,1270.03%230CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$25,8310.03%347CommonSOLE
80004C200SNDKSANDISK CORP$25,7690.03%109CommonSOLE
46434V621DGROISHARES TR$24,9910.03%360CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$24,3450.03%168CommonSOLE
35473P439INCMFRANKLIN TEMPLETON ETF TR$24,0670.02%858CommonSOLE
149123101CATCATERPILLAR INC$23,3170.02%41CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$23,1960.02%283CommonSOLE
526107107LIILENNOX INTL INC$22,7140.02%47CommonSOLE
00847J105AGYSAGILYSYS INC$22,5200.02%189CommonSOLE
872590104TMUST-MOBILE US INC$22,0320.02%109CommonSOLE
384802104GWWWW GRAINGER INC$21,9360.02%22CommonSOLE
65339F101NEENEXTERA ENERGY INC$21,6670.02%270CommonSOLE
16411R208LNGCHENIERE ENERGY INC$21,4130.02%110CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$21,3810.02%428CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$21,2510.02%181CommonSOLE
07725L102ONCBEONE MEDICINES LTD$21,2290.02%70CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$21,1130.02%263CommonSOLE
60937P106MDBMONGODB INC$21,0220.02%50CommonSOLE
33939L605TDTFFLEXSHARES TR$20,8110.02%868CommonSOLE
031162100AMGNAMGEN INC$20,6890.02%63CommonSOLE
771049103RBLXROBLOX CORP$20,6740.02%255CommonSOLE
67059N108NTNXNUTANIX INC$20,6710.02%400CommonSOLE
922475108VEEVVEEVA SYS INC$20,4790.02%92CommonSOLE
209115104EDCONSOLIDATED EDISON INC$20,3770.02%205CommonSOLE
553368101MPMP MATERIALS CORP$19,9750.02%395CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$19,9710.02%235CommonSOLE
760759100RSGREPUBLIC SVCS INC$19,7310.02%93CommonSOLE
303250104FICOFAIR ISAAC CORP$19,5940.02%12CommonSOLE
836100107SOUNSOUNDHOUND AI INC$19,5340.02%1,959CommonSOLE
038222105AMATAPPLIED MATLS INC$19,2020.02%75CommonSOLE
46434V407SHYGISHARES TR$19,1660.02%447CommonSOLE
032654105ADIANALOG DEVICES INC$19,1570.02%71CommonSOLE
705573103PEGAPEGASYSTEMS INC$18,9250.02%317CommonSOLE
47103U209JSMDJANUS DETROIT STR TR$18,7740.02%230CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$18,5980.02%89CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$18,2730.02%54CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$18,1180.02%190CommonSOLE
87151X101SYMSYMBOTIC INC$17,7850.02%299CommonSOLE
743315103PGRPROGRESSIVE CORP$17,7690.02%78CommonSOLE
191216100KOCOCA COLA CO$17,3880.02%249CommonSOLE
69344A883PFRLPGIM ETF TR$17,2880.02%348CommonSOLE
23331A109DHID R HORTON INC$17,0950.02%119CommonSOLE
88579Y101MMM3M CO$16,8110.02%105CommonSOLE
12572Q105CMECME GROUP INC$16,6330.02%61CommonSOLE
H2906T109GRMNGARMIN LTD$16,5580.02%82CommonSOLE
464287523SOXXISHARES TR$16,3160.02%54CommonSOLE
H1467J104CBCHUBB LIMITED$16,2840.02%52CommonSOLE
008073108AVAVAEROVIRONMENT INC$16,2390.02%67CommonSOLE
375558103GILDGILEAD SCIENCES INC$16,1930.02%132CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$16,1770.02%73CommonSOLE
171779309CIENCIENA CORP$15,8060.02%68CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$15,6170.02%64CommonSOLE
Q4982L109IRENIREN LIMITED$15,4720.02%410CommonSOLE
77543R102ROKUROKU INC$15,3330.02%141CommonSOLE
929160109VMCVULCAN MATLS CO$15,1080.02%53CommonSOLE
79466L302CRMSALESFORCE INC$14,6810.02%55CommonSOLE
060505104BACBANK AMERICA CORP$14,6300.02%266CommonSOLE
464287572IOOISHARES TR$14,4280.01%114CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$14,4150.01%182CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$14,2770.01%64CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$14,0500.01%183CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$13,9100.01%75CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$13,9070.01%24CommonSOLE
98389B100XELXCEL ENERGY INC$13,6980.01%185CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$13,6120.01%108CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$13,2280.01%358CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$12,9970.01%373CommonSOLE
126402106CSWCSW INDUSTRIALS INC$12,9920.01%44CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$12,9140.01%112CommonSOLE
842587107SOSOUTHERN CO$12,8740.01%148CommonSOLE
14174T107CTRECARETRUST REIT INC$12,7400.01%352CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$12,6570.01%89CommonSOLE
671044105OSISOSI SYSTEMS INC$12,5470.01%49CommonSOLE
438516106HONHONEYWELL INTL INC$12,4180.01%64CommonSOLE
880770102TERTERADYNE INC$12,1940.01%63CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$12,1590.01%549CommonSOLE
031100100AMEAMETEK INC$12,1130.01%59CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$12,1080.01%62CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$12,0660.01%99CommonSOLE
26875P101EOGEOG RES INC$12,0530.01%115CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$11,4740.01%51CommonSOLE
231021106CMICUMMINS INC$11,4110.01%22CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$10,9320.01%94CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$10,8340.01%73CommonSOLE
166764100CVXCHEVRON CORP NEW$10,8210.01%71CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$10,7750.01%22CommonSOLE
12504L109CBRECBRE GROUP INC$10,7730.01%67CommonSOLE
464288877EFVISHARES TR$10,7120.01%150CommonSOLE
464288562REZISHARES TR$10,3770.01%126CommonSOLE
025072109KORPAMERICAN CENTY ETF TR$10,2920.01%218CommonSOLE
03945R102ACHRARCHER AVIATION INC$10,2200.01%1,359CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$9,9600.01%684CommonSOLE
604749101MIRMMIRUM PHARMACEUTICALS INC$9,9410.01%126CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$9,9330.01%54CommonSOLE
143658300CCL1EURCARNIVAL CORP$9,6060.01%315CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$9,5980.01%182CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$9,3310.01%29CommonSOLE
92540Q106VSVERSUS SYSTEMS INC$8,6790.01%7,130CommonSOLE
443573100HUBSHUBSPOT INC$8,4020.01%21CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$8,1840.01%313CommonSOLE
N62509109NAMSNEWAMSTERDAM PHARMA COMPANY$8,1600.01%233CommonSOLE
20825C104COPCONOCOPHILLIPS$8,0500.01%86CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$7,9860.01%14CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$7,8360.01%288CommonSOLE
30231G102XOMEXXON MOBIL CORP$7,3420.01%61CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$7,3180.01%33CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$7,2880.01%45CommonSOLE
172967424CCITIGROUP INC$7,1410.01%61CommonSOLE
801056102SANMSANMINA CORPORATION$7,1390.01%48CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$7,0460.01%241CommonSOLE
46266C105IQVIQVIA HLDGS INC$6,9880.01%31CommonSOLE
718172109PMPHILIP MORRIS INTL INC$6,9440.01%43CommonSOLE
63010H108NNENANO NUCLEAR ENERGY INC$6,8810.01%287CommonSOLE
053332102AZOAUTOZONE INC$6,7830.01%2CommonSOLE
90138F102TWLOTWILIO INC$6,6850.01%47CommonSOLE
046353108AZNNASTRAZENECA PLC$6,6190.01%72CommonSOLE
683344105ONTOONTO INNOVATION INC$6,5910.01%42CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$6,5810.01%25CommonSOLE
88033G407THCTENET HEALTHCARE CORP$6,5030.01%33CommonSOLE
615369105MCOMOODYS CORP$6,4940.01%13CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$6,4120.01%128CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$6,4050.01%238CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$6,3420.01%28CommonSOLE
00214Q203ARKQARK ETF TR$6,3230.01%55CommonSOLE
718546104PSXPHILLIPS 66$6,3180.01%49CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$6,2450.01%25CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$6,2360.01%29CommonSOLE
384747101GRALGRAIL INC$6,1660.01%72CommonSOLE
742718109PGPROCTER AND GAMBLE CO$6,1620.01%43CommonSOLE
278642103EBAYEBAY INC.$6,0970.01%70CommonSOLE
67079U306NUTXNUTEX HEALTH INC$5,9850.01%36CommonSOLE
056525108BMIBADGER METER INC$5,9460.01%34CommonSOLE
127190304CACICACI INTL INC$5,7540.01%11CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$5,6620.01%28CommonSOLE
775711104ROLROLLINS INC$5,6030.01%93CommonSOLE
929740108WABWABTEC$5,5880.01%26CommonSOLE
888787108TOSTTOAST INC$5,5630.01%157CommonSOLE
82846H405QXOQXO INC$5,3720.01%278CommonSOLE
001055102AFLAFLAC INC$5,3570.01%49CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$5,3220.01%33CommonSOLE
778296103ROSTROSS STORES INC$5,3050.01%29CommonSOLE
26922A420QTUMETF SER SOLUTIONS$5,2910.01%48CommonSOLE
020002101ALLALLSTATE CORP$5,2510.01%25CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$5,1920.01%135CommonSOLE
204166102CVLTCOMMVAULT SYS INC$5,1610.01%41CommonSOLE
443510607HUBBHUBBELL INC$5,0330.01%11CommonSOLE
097023105BABOEING CO$4,9940.01%23CommonSOLE
G6683N103NUNU HLDGS LTD$4,9420.01%295CommonSOLE
030111207AMSCAMERICAN SUPERCONDUCTOR CORP$4,8670.01%169CommonSOLE
464287721IYWISHARES TR$4,7940.00%24CommonSOLE
983793100XPOXPO INC$4,7570.00%35CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$4,7520.00%43CommonSOLE
00206R102TAT&T INC$4,7440.00%191CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$4,6910.00%32CommonSOLE
142339100CSLCARLISLE COS INC$4,4820.00%14CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4,4800.00%110CommonSOLE
29358P101ENSGENSIGN GROUP INC$4,3690.00%25CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$4,3510.00%15CommonSOLE
670100205NVONOVO-NORDISK A S$4,2910.00%84CommonSOLE
233331107DTEDTE ENERGY CO$4,2560.00%33CommonSOLE
G0403H108AONAON PLC$4,2350.00%12CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$4,2260.00%41CommonSOLE
855244109SBUXSTARBUCKS CORP$4,0920.00%49CommonSOLE
25434V856DFIPDIMENSIONAL ETF TRUST$4,0720.00%98CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$4,0300.00%10CommonSOLE
693718108PCARPACCAR INC$4,0270.00%37CommonSOLE
713448108PEPPEPSICO INC$4,0190.00%28CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3,9760.00%14CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$3,9450.00%121CommonSOLE
291011104EMREMERSON ELEC CO$3,8290.00%29CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$3,8090.00%15CommonSOLE
M20791105CAMTCAMTEK LTD$3,7770.00%36CommonSOLE
20030N101CMCSACOMCAST CORP NEW$3,7660.00%126CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$3,7650.00%21CommonSOLE
907818108UNPUNION PAC CORP$3,7010.00%16CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3,6970.00%37CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$3,5720.00%79CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$3,5610.00%113CommonSOLE
58933Y105MRKMERCK & CO INC$3,3680.00%32CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$3,3510.00%32CommonSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$3,3430.00%73CommonSOLE
30034W106EVRGEVERGY INC$3,2970.00%45CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$3,1840.00%42CommonSOLE
000899104ADMAADMA BIOLOGICS INC$3,1750.00%174CommonSOLE
02209S103MOALTRIA GROUP INC$3,1140.00%54CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS INC$3,0820.00%16CommonSOLE
72703X106PLPLANET LABS PBC$3,0740.00%156CommonSOLE
29444U700EQIXEQUINIX INC$3,0650.00%4CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$3,0570.00%34CommonSOLE
45784P101PODDINSULET CORP$2,9370.00%10CommonSOLE
23804L103DDOGDATADOG INC$2,9060.00%21CommonSOLE
98980G102ZSZSCALER INC$2,9040.00%13CommonSOLE
G5960L103MDTMEDTRONIC PLC$2,8820.00%30CommonSOLE
02072L565BOXXEA SERIES TRUST$2,8780.00%25CommonSOLE
609207105MDLZMONDELEZ INTL INC$2,8530.00%53CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2,7670.00%17CommonSOLE
68062P106OLMAOLEMA PHARMACEUTICALS INC$2,7670.00%111CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$2,7630.00%97CommonSOLE
000361105AIRAAR CORP$2,7340.00%33CommonSOLE
808524698SCHISCHWAB STRATEGIC TR$2,7330.00%119CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2,6830.00%10CommonSOLE
679295105OKTAOKTA INC$2,6810.00%31CommonSOLE
46138G631QQQJINVESCO EXCH TRADED FD TR II$2,6580.00%72CommonSOLE
040919102ARKBARK 21SHARES BITCOIN ETF$2,6140.00%90CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$2,6090.00%7CommonSOLE
40131M109GHGUARDANT HEALTH INC$2,5590.00%25CommonSOLE
14020R107CGGECAPITAL GROUP GLOBAL EQUITY$2,5000.00%79CommonSOLE
125523100CITHE CIGNA GROUP$2,4770.00%9CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$2,4580.00%20CommonSOLE
29605J106ESABESAB CORPORATION$2,4280.00%22CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$2,4240.00%10CommonSOLE
464287804IJRISHARES TR$2,4040.00%20CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2,3920.00%16CommonSOLE
00214Q500PRNTARK ETF TR$2,3640.00%106CommonSOLE
34959E109FTNTFORTINET INC$2,3550.00%30CommonSOLE
184496107CLHCLEAN HARBORS INC$2,3450.00%10CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$2,3320.00%97CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$2,2660.00%8CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2,1580.00%40CommonSOLE
808524615SMBSSCHWAB STRATEGIC TR$2,1570.00%84CommonSOLE
23834J201DAVEDAVE INC$2,1430.00%10CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$2,1260.00%18CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$2,1240.00%14CommonSOLE
336433107FSLRFIRST SOLAR INC$2,0900.00%8CommonSOLE
92343E102VRSNVERISIGN INC$2,0450.00%8CommonSOLE
25754A201DPZDOMINOS PIZZA INC$2,0390.00%5CommonSOLE
77311W101RKTROCKET COS INC$2,0050.00%104CommonSOLE
46982L108JJACOBS SOLUTIONS INC$1,9870.00%15CommonSOLE
26603R106DUOLDUOLINGO INC$1,9840.00%11CommonSOLE
075887109BDXBECTON DICKINSON & CO$1,9410.00%10CommonSOLE
00214Q104ARKKARK ETF TR$1,9230.00%25CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$1,8850.00%72CommonSOLE
267475101DYDYCOM INDS INC$1,8620.00%6CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$1,8570.00%25CommonSOLE
420261109HWKNHAWKINS INC$1,8450.00%13CommonSOLE
235851102DHRDANAHER CORPORATION$1,8310.00%8CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$1,7840.00%10CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1,7560.00%21CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1,7230.00%10CommonSOLE
46138G698RWLINVESCO EXCH TRADED FD TR II$1,7180.00%15CommonSOLE
565788106MARAMARA HOLDINGS INC$1,7060.00%190CommonSOLE
126408103CSXCSX CORP$1,6680.00%46CommonSOLE
876030107TPRTAPESTRY INC$1,6610.00%13CommonSOLE
852234103XYZBLOCK INC$1,6270.00%25CommonSOLE
380237107GDDYGODADDY INC$1,6220.00%13CommonSOLE
46138E693PFIGINVESCO EXCH TRADED FD TR II$1,5890.00%65CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1,5770.00%4CommonSOLE
29357K103ENVAENOVA INTL INC$1,5430.00%10CommonSOLE
30161Q104EXELEXELIXIS INC$1,5330.00%35CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1,4970.00%11CommonSOLE
04016X101ARGXARGENX SE$1,4970.00%2CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1,4900.00%5CommonSOLE
00724F101ADBEADOBE INC$1,4870.00%4CommonSOLE
464288521USRTISHARES TR$1,4810.00%26CommonSOLE

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.