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Institutional

Connectus Wealth, LLC

CIK 0001857493
$3.66B
Reported AUM
386
Positions
Q1 2024
Period
2024-05-14
Filed

Editorial summary

Summary for Connectus Wealth, LLC · Q1 2024 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q1 2024

AAPL$243.0MAMZN$230.1MMSFTGOOGMACOSTTMOGOOGLJPMAMDOther$2.25BCL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLApple Inc$310.42-6.90%53.24%108.42%$243.0M6.65%HELD
2AMZNAMAZON COM INC$271.4215.25%9.66%35.70%$230.1M6.29%HELD
3MSFTMicrosoft Corp$465.003.08%-10.62%60.10%$115.9M3.17%HELD
4GOOGALPHABET INC$356.656.88%76.17%131.42%$111.0M3.04%HELD
5MAMastercard Inc$573.38-0.69%3.76%71.76%$110.9M3.03%HELD
6COSTCostco Wholesale Co$951.89-0.24%0.66%120.84%$104.1M2.85%HELD
7TMOThermo Fisher Scientific$574.12-0.46%25.02%5.40%$102.7M2.81%HELD
8GOOGLALPHABET INC$355.996.69%85.11%143.37%$101.5M2.78%HELD
9JPMJPMorgan Chase$351.860.29%23.57%148.58%$93.7M2.56%HELD
10AMDADV MICRO DEVICES$476.15-1.90%186.40%344.13%$75.9M2.08%HELD
11TWTradeweb Markets Inc$100.502.76%-26.14%18.11%$57.6M1.58%HELD
12SPYS&P 500 ETF$746.850.70%20.62%75.74%$56.8M1.56%HELD
13HDHOME DEPOT INC$331.99-0.41%-8.42%15.74%$55.2M1.51%HELD
14ADBEADOBE INC$250.411.01%-28.84%-62.71%$53.9M1.48%HELD
15METAMeta Platforms Inc$556.343.21%-27.89%43.33%$47.0M1.29%HELD
16BLKCHFBlackrock Inc Com$45.4M1.24%HELD
17CRMSalesforce Inc.$184.031.84%-26.27%-29.69%$44.6M1.22%HELD
18WDAYWorkday Inc$160.341.41%-28.85%-42.12%$43.4M1.19%HELD
19XONEBondbloxx ETF Trust Bloomberg One YR TRGT DRTN$49.370.00%3.44%17.33%$41.5M1.13%HELD
20NVONovo Nordisk AS Adr$47.12-8.69%12.28%14.32%$40.1M1.10%HELD
21QQQInvesco QQQ Tr Units$688.220.68%24.01%85.38%$39.4M1.08%HELD
22HONHONEYWELL INTL INC$243.050.47%15.05%16.79%$39.0M1.07%HELD
23SYKStryker Corp$325.69-6.42%-14.18%22.00%$36.1M0.99%HELD
24NOWService Now Inc$111.261.08%-39.81%-14.49%$34.4M0.94%HELD
25CVXCHEVRON CORP$196.852.36%32.36%140.77%$33.3M0.91%HELD
26AONAon PLC$360.55-1.64%2.86%30.74%$33.0M0.90%HELD
27EOGEOG Resources Inc$148.692.19%29.13%172.90%$32.2M0.88%HELD
28APHAmphenol Corp Class A$160.730.57%54.26%336.39%$32.0M0.88%HELD
29MOAltria Group$68.330.57%17.43%99.06%$32.0M0.87%HELD
30INTUIntuit$316.070.18%-59.03%-42.39%$29.3M0.80%HELD
31STZConstellation Brand Class A$130.23-0.12%$28.8M0.79%HELD
32CBCHUBB LIMITED$350.700.16%$28.4M0.78%HELD
33UNHUnitedHealth Group$414.22-1.72%$27.5M0.75%HELD
34CMCSACOMCAST CORP$23.961.23%$26.9M0.74%HELD
35CATCATERPILLAR INC$815.280.76%$26.1M0.71%HELD
36ROPRoper Technologies Inc$391.970.70%$25.7M0.70%HELD
37RTXRaytheon Technologies Co$215.150.36%$25.0M0.68%HELD
38VOOVanguard S&P 500 ETF$686.710.72%$24.7M0.68%HELD
39FTECFIDELITY COVINGTON T$270.10-0.35%$24.5M0.67%HELD
40AMPAMERIPRISE FINANCIAL$545.840.25%$23.6M0.64%HELD
41IXCIShr S&P Global Energy$55.730.63%$23.3M0.64%HELD
42ACNACCENTURE PLC$165.921.61%$23.0M0.63%HELD
43FSVFirstService Corp$140.89-2.55%$22.1M0.60%HELD
44VTVVanguard Vanguard Value ETF$219.92-0.28%$22.0M0.60%HELD
45XOMExxon Mobil Corp$155.44-0.97%$21.8M0.60%HELD
46BPBP PLC$45.222.26%$21.7M0.59%HELD
47IOOIShr S&P Glb 100$141.361.15%$20.7M0.57%HELD
48DHRDANAHER CORP$195.07-0.56%$20.2M0.55%HELD
49EXPEEXPEDIA GROUP INC$294.740.62%$19.5M0.53%HELD
50AMATAPPLIED MATERIALS$507.671.18%$19.4M0.53%HELD
51BRK/BBERKSHIRE HATHAWAY$19.3M0.53%HELD
52XTWOBNDBLXX BLMBRG 2 YR TRG US TR ETF$48.86-0.04%$18.9M0.52%HELD
53EAELECTRONIC ARTS INC$209.860.13%$17.8M0.49%HELD
54CAHCARDINAL HEALTH INC$230.031.30%$17.2M0.47%HELD
55PEPPepsico Inc Com$139.56-0.46%$16.1M0.44%HELD
56JPSTJPMorgan Ultra Short Income ETF$50.540.00%$15.6M0.43%HELD
57BABAALIBABA GROUP HLDG$122.285.12%$15.6M0.43%HELD
58VYMIVanguard Internatnl HGH DIV YLD ETF$103.56-0.51%$15.4M0.42%HELD
59POOLPool Corp$185.71-2.61%$15.1M0.41%HELD
60FCXFreeport-McMoran Cpr&Gld$62.62-1.29%$15.0M0.41%HELD
61GLDSPDR Gold Fund$371.53-1.49%$14.7M0.40%HELD
62LMTLockheed Martin$583.001.55%$14.5M0.40%HELD
63PANWPalo Alto Networks, Inc.$331.831.89%$14.2M0.39%HELD
64SCHFSchwab Intl Eq$27.43-0.58%$13.9M0.38%HELD
65FTVFortive Corp Disc 00500$59.211.25%$13.6M0.37%HELD
66Enbridge Inc$13.3M0.36%HELD
67JEPIJPMorgan Equity Premium Income ETF$57.410.30%$13.2M0.36%HELD
68SPYMSPDR Series Trust Portfolio S& P 500 ETF$87.910.69%$13.1M0.36%HELD
69CHCTCommunity Healthcare Trust Inc$18.31-1.35%$13.1M0.36%HELD
70CVSCVS HEALTH CORP$104.43-0.75%$12.5M0.34%HELD
71FNCLFIDELITYCOVINGTON TR$81.06-0.16%$12.1M0.33%HELD
72PAVEGlobal X US Infrastructure Dev$56.330.41%$11.9M0.33%HELD
73PGRProgressive Cp Ohio$211.42-0.87%$11.9M0.33%HELD
74XMHQInvesco S&P MidCap Quality ETF$114.920.26%$11.1M0.30%HELD
75NVDANvidia Corp$201.193.15%$10.9M0.30%HELD
76SGOViShares 0 To 3 MNTH Treasury BND ETF$100.710.02%$10.8M0.30%HELD
77SPYDSPDR S&P 500 High Dividend ETF IV$49.50-0.48%$10.7M0.29%HELD
78DGROiShares Core Dividend Growth ETF$78.00-0.30%$10.7M0.29%HELD
79STWDStarwood Ppty Trust$15.98-1.54%$10.6M0.29%HELD
80FHLCFIDELITYCOVINGTON TR$78.75-0.87%$10.5M0.29%HELD
81VHTVanguard Health Care ETF$304.73-0.79%$10.4M0.29%HELD
82PPAInvesco Aerospace & Defense$174.441.05%$10.3M0.28%HELD
83ADIANALOG DEVICES INC$367.410.20%$10.0M0.27%HELD
84BBINJPMorgan Betabuild Interl Eqy ETF$79.28-0.68%$9.8M0.27%HELD
85CLCOLGATE PALMOLIVE CO$91.30-0.33%$9.5M0.26%HELD
86DISWalt Disney Co$96.220.06%$9.4M0.26%HELD
87Global X MLP & Energy Infrastr$9.2M0.25%HELD
88AIGAmerican Intl Group$78.58-0.39%$8.8M0.24%HELD
89MSCIMSCI Inc$572.24-0.61%$8.8M0.24%HELD
90Invesco Exchange Traded FD TR S&P500 Eql WGT ETF$8.8M0.24%HELD
91PNCPNC Finl Services Grp$249.870.47%$8.7M0.24%HELD
92MDLZMondelez Int'l$62.31-1.22%$8.7M0.24%HELD
93XLEEnergy Select Sector SPDR ETF IV$59.551.00%$8.7M0.24%HELD
94FDISFIDELITYCOVINGTON TR$101.522.63%$8.6M0.23%HELD
95FYLDCambria Shareholder Yield ETF$39.31-0.10%$8.5M0.23%HELD
96EPDEnterprise Prods LP$38.04-0.21%$8.5M0.23%HELD
97TSLATesla Inc$311.110.73%$7.9M0.22%HELD
98BACBank of America$61.970.39%$7.7M0.21%HELD
99TA T & T Inc$23.270.25%$7.6M0.21%HELD
100AVGOBroadcom Inc$389.530.44%$7.5M0.21%HELD
101FSTAFIDELITYCOVINGTON TR$53.66-0.46%$7.5M0.21%HELD
102ILTBiShares Core 10 Year USD Bond$47.18-0.46%$7.5M0.21%HELD
103Invesco Exchange Traded Fund T S&P Smallcap 600 ETF$7.2M0.20%HELD
104SHYiShares Trust Barclays 1-3 YR TSY Idx ETF$82.00-0.01%$6.9M0.19%HELD
105IDXXIDEXX Laboratories$6.8M0.19%HELD
106IXUSIShares Total International$6.7M0.18%HELD
107LLYLilly Eli & Co$6.6M0.18%HELD
108BILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$6.5M0.18%HELD
109XARSPDR S&P Aerospace Def ETF IV$6.2M0.17%HELD
110SCHGSchwab US Large Cap Growth ETF$6.2M0.17%HELD
111Invesco Exchange Traded FD TR FTSE Rafi 1000 ETF$6.1M0.17%HELD
112SPYGSPDR S&P 500 Growth ETF IV$6.1M0.17%HELD
113MRKMerck & Co$6.0M0.16%HELD
114FCOMFIDELITY COVINGTON$5.7M0.16%HELD
115RSPInvesco S&P 500 Equal Weight ETF$5.4M0.15%HELD
116DALDELTA AIR LINES$5.4M0.15%HELD
117SPDWSPDR Portfolio DVLPD WRLD Ex-US ETF$5.4M0.15%HELD
118FDXFEDEX CORP$5.3M0.15%HELD
119FENYFIDELITYCOVINGTON TR$5.3M0.14%HELD
120COFCapital One$5.2M0.14%HELD
121COPConoco Phillips$5.1M0.14%HELD
122ABTAbbott Laboratories$5.0M0.14%HELD
123VBVanguard Vanguard Small-Cap Et F$5.0M0.14%HELD
124XLGInvsc S P 500 Top 50 ETF$5.0M0.14%HELD
125FIDUFIDELITYCOVINGTON TR$4.9M0.13%HELD
126MOATVanEck Vectors Morningstar$4.7M0.13%HELD
127BKRBAKER HUGHES A GE CO$4.7M0.13%HELD
128SCHXSchwab Strategic Tr US Lg Cp E$4.7M0.13%HELD
129ABBVABBVIE INC$4.6M0.13%HELD
130VEAVanguard FTSE Developed ETF$4.3M0.12%HELD
131CCITIGROUP INC$4.2M0.12%HELD
132LOWLowes Co$4.2M0.11%HELD
133DOWDOW INC$4.1M0.11%HELD
134AXPAMERICAN EXPRESS CO$4.1M0.11%HELD
135CFCF INDUSTRIES HLDGS$3.9M0.11%HELD
136NRGNRG Energy Inc$3.8M0.11%HELD
137JNJJohnson & Johnson$3.8M0.10%HELD
138BRK/ABERKSHIRE HATHAWAY$3.8M0.10%HELD
139DPZDOMINOS PIZZA INC$3.7M0.10%HELD
140IBBIShr Biotech$3.6M0.10%HELD
141SPHQInvesco S&P 500 Quality ETF$3.4M0.09%HELD
142PMPhilip Morris Intl Inc Com$3.4M0.09%HELD
143CTRACOTERRA ENERGY INC$3.3M0.09%HELD
144CMECme Group Inc Com$3.3M0.09%HELD
145SPSBSPDR Portfolio Short Term Corp$3.3M0.09%HELD
146MMM3M$3.2M0.09%HELD
147MPCMarathon Petroleum$3.2M0.09%HELD
148XLUSelect Sector Uti Select SPDR ETF$3.1M0.08%HELD
149FUTYFIDELITYCOVINGTON TR$3.1M0.08%HELD
150FISVFISERV INC$3.1M0.08%HELD
151GILDGILEAD SCIENCES INC$3.1M0.08%HELD
152USMViShares MSCI USA Min Vol Factor ETF$3.0M0.08%HELD
153KEYKeycorp Inc$3.0M0.08%HELD
154SUBiShares Short Term NTNL Mun BND ETF$3.0M0.08%HELD
155CEIXEURCONSOL ENERGY DISC$3.0M0.08%HELD
156HSTHost Hotels & Resort$3.0M0.08%HELD
157FMATFIDELITYCOVINGTON TR$2.9M0.08%HELD
158KOCOCA-COLA CO$2.9M0.08%HELD
159CORAmerisourcebergen Corp$2.9M0.08%HELD
160BKBANK OF NEW YORK MEL$2.8M0.08%HELD
161AEMAgnico Eagle Mines$2.7M0.07%HELD
162CARRCARRIER GLOBAL CORP$2.6M0.07%HELD
163SPDR Series Trust SPDR Bloombe RG ETF$2.6M0.07%HELD
164RWJInvesco S&P Smallcap 600 Rev ETF$2.5M0.07%HELD
165LNGCheniere Energy$2.5M0.07%HELD
166Iron Mountain Inc Com$2.5M0.07%HELD
167XLKSPDR Technology Select$2.4M0.07%HELD
168VTEBVanguard Muni BND Tax Exempt ETF$2.4M0.07%HELD
169Two Harbors Investment Corp Se$2.4M0.07%HELD
170BOXBOX INC$2.4M0.06%HELD
171DEDEERE & CO$2.4M0.06%HELD
172BDXBECTON DICKINSON$2.3M0.06%HELD
173EBAYEBAY INC$2.3M0.06%HELD
174CTSHCOGNIZANT TECH SOLNS$2.2M0.06%HELD
175PLTRPalantir Tech Inc Com CL A$2.2M0.06%HELD
176BMYBRISTOL MYERS SQUIBB$2.2M0.06%HELD
177VTRSViatris Inc$2.2M0.06%HELD
178JOEST Joe Co$2.2M0.06%HELD
179VVisa Inc Cl A$2.1M0.06%HELD
180IJRIShr S&P Sm Cap$2.1M0.06%HELD
181CRWDCrowdstrike HLDGS$2.1M0.06%HELD
182ENPHENPHASE ENERGY$2.1M0.06%HELD
183CROXCROCS INC$2.0M0.06%HELD
184PGProcter & Gamble Co$2.0M0.05%HELD
185AGCOAGCO CORP$2.0M0.05%HELD
186IWMIShr Russell 2000$2.0M0.05%HELD
187PFEPfizer Inc$2.0M0.05%HELD
188NSRGYNestle S A F Sponsored ADR$2.0M0.05%HELD
189QQQMInvesco Nasdaq 100 ETF$2.0M0.05%HELD
190SYLDCambria Shareholder Yield ETF$1.9M0.05%HELD
191XEMDBndbloxx JPM Usd Emr MK 1 10 YR ETF$1.9M0.05%HELD
192QUSSPDR MSCI USA Strategicfactors ETF$1.9M0.05%HELD
193DKNGDraftkings Inc Com CL A$1.9M0.05%HELD
194BBYBEST BUY INC$1.9M0.05%HELD
195FFORD MOTOR CO$1.9M0.05%HELD
196MSMorgan Stanley$1.9M0.05%HELD
197PYPLPayPal Holdings Inc$1.8M0.05%HELD
198IJHIShr S&P MidCap$1.8M0.05%HELD
199COWZPacer US Cash Cows 100 Etf$1.8M0.05%HELD
200IWFIShr Rus l000 Growth$1.8M0.05%HELD
201CSCOCisco Systems Inc$1.7M0.05%HELD
202CNCCentene Corp$1.7M0.05%HELD
203REGNRegeneron Pharms Inc$1.7M0.05%HELD
204CHICalamos Conv Opp Inc$1.7M0.05%HELD
205BABOEING CO$1.7M0.05%HELD
206IEMGIShr Core MSCI Em Mkt$1.7M0.05%HELD
207PRFInvesco FTSE Rafi US 1000 ETF$1.7M0.05%HELD
208FTNTFORTINET INC$1.7M0.05%HELD
209AMGNAMGEN INC$1.6M0.05%HELD
210SLBSchlumberger Ltd$1.6M0.04%HELD
211ADPAuto Data Processing$1.6M0.04%HELD
212HEIHEICO CORP$1.5M0.04%HELD
213AFLAFLAC INC$1.5M0.04%HELD
214GBILGoldman Sachs Access Treasury$1.5M0.04%HELD
215ECLECOLAB INC$1.5M0.04%HELD
216FHNFirst Horizon National Pfd Ser$1.5M0.04%HELD
217EDIVSPDR Index Shares Funds S&P Em MKT DIV ETF$1.5M0.04%HELD
218IVEiShares S&P 500 Value ETF$1.5M0.04%HELD
219HPQHP INC$1.5M0.04%HELD
220ALGNALIGN TECH INC$1.4M0.04%HELD
221XFFCXFFC Preferred Port$1.4M0.04%HELD
222SCHBSchwab US Broad Mkt ETF$1.3M0.04%HELD
223ACMRACM RESEARCH INC$1.3M0.04%HELD
224EQIXEQUINIX INC$1.3M0.04%HELD
225UNPUnion Pacific Corp$1.3M0.04%HELD
226IWRiShares Russell Mid-Cap ETF$1.3M0.03%HELD
227OKEOneok Inc$1.2M0.03%HELD
228DVNDEVON ENERGY CORP$1.1M0.03%HELD
229NTRSNorthern Trust$1.1M0.03%HELD
230GSGOLDMAN SACHS GROUP$1.1M0.03%HELD
231ITAiShares US Aerospace & Defense$1.1M0.03%HELD
232BKNGBOOKING HLDGS INC$1.0M0.03%HELD
233MDYS&P MidCap 400 ETF$1.0M0.03%HELD
234MOHMolina Healthcare$1.0M0.03%HELD
235QUALIShares MSCI USA Quality Facto$1.0M0.03%HELD
236GIBCGI INC$994K0.03%HELD
237WRBBERKLEY W R CORP$987K0.03%HELD
238ARCCARES CAP CORP$964K0.03%HELD
239DUKDuke Energy$953K0.03%HELD
240CBSHCOMMERCE BANCSHARES$936K0.03%HELD
241EXPOEXPONET INC$910K0.02%HELD
242WSOWatsco Inc$903K0.02%HELD
243EXRExtra Space Storage Inc$899K0.02%HELD
244EWEDWARDS LIFESCIENCE$893K0.02%HELD
245BTZBlackrock Credit Allocation In$882K0.02%HELD
246HMCHONDA MOTOR CO$877K0.02%HELD
247ENTGENTEGRIS INC$877K0.02%HELD
248VTIVanguard Tot Stk Mkt$851K0.02%HELD
249HESHess Corp$850K0.02%HELD
250Two Harbors Investment Corp Se$845K0.02%HELD
251XYLXylem Inc Com$821K0.02%HELD
252XHLFBondbloxx ETF Trust Bloomberg Six MNTH TRGT Dur$820K0.02%HELD
253DEODIAGEO P L C$820K0.02%HELD
254VGSHVanguard Short Term Treas ETF$803K0.02%HELD
255PSXPhillips 66$776K0.02%HELD
256CTVACORTEVA INC$775K0.02%HELD
257EQTEQT Corporation Com$774K0.02%HELD
258CLXCLOROX CO$771K0.02%HELD
259CHKPCHECK POINT SOFTWARE$765K0.02%HELD
260INTCIntel Corp Com$755K0.02%HELD
261CINFCINCINNATI FINL CORP$753K0.02%HELD
262CSXCSX CORP$749K0.02%HELD
263AMTAMERICAN TOWER CORP$746K0.02%HELD
264IWDiShares Russell 1000 Value ETF$741K0.02%HELD
265HSBCHSBC HLDGS PLC$734K0.02%HELD
266BTIBRITISH AMER TOB PLC$729K0.02%HELD
267OSCROscar Health Inc$727K0.02%HELD
268ORCLOracle Corp$726K0.02%HELD
269LECOLincoln Elec Hldgs$715K0.02%HELD
270IVViShares Core S&P 500 ETF$712K0.02%HELD
271ENSGENSIGN GROUP INC$709K0.02%HELD
272DXCMDEXCOM INC$705K0.02%HELD
273EFXEQUIFAX INC$703K0.02%HELD
274DELLDell Technologies$702K0.02%HELD
275ZBRAZebra Technologies$696K0.02%HELD
276GDGENERAL DYNAMICS$686K0.02%HELD
277GWWGRAINGER W W INC$684K0.02%HELD
278SBUXStarbucks Corp$681K0.02%HELD
279ETNEaton Corp PLC F$673K0.02%HELD
280GMGENERAL MOTORS CO$652K0.02%HELD
281MDTMedtronic PLC$620K0.02%HELD
282OEFIShr S&P 100$619K0.02%HELD
283Veralto Corp Com.$615K0.02%HELD
284KOFCOCA-COLA FEMSA$611K0.02%HELD
285PHMPulte Homes$603K0.02%HELD
286SHVIShr Short Trsry Bd$581K0.02%HELD
287EXLSEXLSERVICE HOLDINGS$555K0.02%HELD
288AZOAUTOZONE INC$540K0.01%HELD
289ZTSZoetis Inc$532K0.01%HELD
290KMBKimberly/Clark$519K0.01%HELD
291SCHWCharles Schwab Corp$509K0.01%HELD
292DVYIShr Sel. Dividend$498K0.01%HELD
293XBIS&P Biotech SPDR$492K0.01%HELD
294ANETEURARISTA NETWORKS IN$480K0.01%HELD
295FISFIDELITY NATL INFO$468K0.01%HELD
296DDDUPONT DE NEMOURS$467K0.01%HELD
297NKENike$464K0.01%HELD
298KMXCARMAX INC$443K0.01%HELD
299VZVerizon$438K0.01%HELD
300ACWXiShares TR MSCI Acwi (ex Us)$429K0.01%HELD
301NEENextera Energy Inc$421K0.01%HELD
302ITOTiShares Core S&P Total U.S$409K0.01%HELD
303AKAMAkamai Technologies$409K0.01%HELD
304EXCEXELON CORP$408K0.01%HELD
305XCHYXCalamos Conv & High Income$405K0.01%HELD
306SOSouthern Co$404K0.01%HELD
307DTEDTE ENERGY CO$402K0.01%HELD
308MCDMcDonalds Corp$401K0.01%HELD
309ETENERGY TRANSFER L P$398K0.01%HELD
310FASTFastenal Co$393K0.01%HELD
311GEGeneral Electric$392K0.01%HELD
312BIIBBIOGEN INC$391K0.01%HELD
313PKGPackaging Corp Amer$380K0.01%HELD
314VTVanguard Tot Wrld Stk$377K0.01%HELD
315WMTWal-Mart Stores Inc$362K0.01%HELD
316XLPSPDR Fund Consumer Staples ETF$361K0.01%HELD
317SFStifel Financial Corp Pfd Ser$356K0.01%HELD
318QCOMQualcomm$356K0.01%HELD
319BIDUBAIDU INC$350K0.01%HELD
320CMICUMMINS INC$349K0.01%HELD
321FSLRFirst Solar Inc$321K0.01%HELD
322ADSKAUTODESK INC$318K0.01%HELD
323AGZDWisdomtree Intrst RT HDG Agrgt ETF$315K0.01%HELD
324LMBSFirst Trust Low Duration Opp$312K0.01%HELD
325CHRWC H Robinson Worldwd$312K0.01%HELD
326SCHPSchwab US TIPS ETF$302K0.01%HELD
327CRUSCIRRUS LOGIC INC$300K0.01%HELD
328NFLXNetflix Inc$300K0.01%HELD
329TEAMAtlassian Corp Class A$297K0.01%HELD
330XLFFinancial Select Sector SPDR ETF$288K0.01%HELD
331ALAIR LEASE CORP$288K0.01%HELD
332BAXBAXTER INTL INC$285K0.01%HELD
333PRFZInvesco Fund Next 1500$285K0.01%HELD
334CCICrown Castle Intl$282K0.01%HELD
335DVADavita Inc$276K0.01%HELD
336GENGEN DIGITAL INC$274K0.01%HELD
337SEDGSolaredge Technologies Inc Com$270K0.01%HELD
338VIGVanguard Dividend Appreciation ETF$268K0.01%HELD
339NVSNovartis AG F Sponsored ADR$266K0.01%HELD
340BMRNBIOMARIN PHARMAC INC$263K0.01%HELD
341CVSAAdtalem Global Education Inc$252K0.01%HELD
342EEMIShr Emerging Mkt$252K0.01%HELD
343MGCVanguard Mega Cap Index ETF$251K0.01%HELD
344OXYOccidental Pete Corp$244K0.01%HELD
345GLGlobe Life Inc.$239K0.01%HELD
346RPGInvesco S&P 500 Pr Grw ETF$235K0.01%HELD
347XGDVXGABELLI DIVD & INCM$230K0.01%HELD
348SLYSPDR S&P Oilgas Exp ETF$229K0.01%HELD
349BXBLACKSTONE INC$228K0.01%HELD
350ITWIllinois Tool Works$227K0.01%HELD
351PSCEInvesco S&P SmallCap Energy Et$225K0.01%HELD
352PTHInvesco DWA Healthcare$220K0.01%HELD
353BNDVanguard Total Bond Market$220K0.01%HELD
354TBBKBANCORP INC$219K0.01%HELD
355DFSEURDiscover Finl S$218K0.01%HELD
356WECW E C Energy Group Inc$218K0.01%HELD
357PFFIShr US Pfd Stk Index$217K0.01%HELD
358AMLPAlerian MLP ETF$217K0.01%HELD
359MRO*Marathon Oil Corporation Com$214K0.01%HELD
360OIHVaneck Oil Services Etf$212K0.01%HELD
361ETSYEtsy Inc$210K0.01%HELD
362TRVThe Travelers Co$210K0.01%HELD
363SHWSherwin Williams$208K0.01%HELD
364IYJIShr Industrial$206K0.01%HELD
365FICOFair Isaac Intl Corp$118K0.00%HELD
366GABGABELLI EQUITY TRUST$109K0.00%HELD
367VTIPVanguard Short-Term Inflation-Protected Securities ETF$101K0.00%HELD
368COGTCogent Biosciences Inc$78K0.00%HELD
369Altegris Winton Futures Fund L P CL B Nsa$69K0.00%HELD
370CSGPCoStar Group Inc$61K0.00%HELD
371SPGIS&P Global Inc$59K0.00%HELD
372WW6WW Intl Inc Com$58K0.00%HELD
373VRSKVerisk Analytics Inc Class A$55K0.00%HELD
374CHPTChargepoint Holdings Inc Com C L A$52K0.00%HELD
375EVGOEvgo Inc Class A$43K0.00%HELD
376TJXTJX Companies Inc$34K0.00%HELD
377TTWOTake-Two Interactive Software Inc$33K0.00%HELD
378WBXWallbox N V F$29K0.00%HELD
379BNBrookfield Corp$26K0.00%HELD
380BRBroadridge Financial Solutions Inc$22K0.00%HELD
381TWOU2U, Inc.$9K0.00%HELD
382Highlands REIT Inc Nsa$8K0.00%HELD
383Lexagene Holdings Inc Com$5K0.00%HELD
384POSAFPosabit Systems Corporation Co M$4K0.00%HELD
385FFNTF4front Ventures Corp$4K0.00%HELD
386Net Medical Xpress Solutions,$2830.00%HELD

Source: SEC EDGAR · accession 0001765380-24-000228. 13F discloses long positions only — shorts, foreign equities, and options are excluded.