InvestInfoAI
HAZLETT, BURT & WATSON, INC.

Q4 2025 · 13F-HR

HAZLETT, BURT & WATSON, INC.holdings as filed

Filed 2026-02-10 · accession 0000046392-26-000001

$313,114
Reported value
931
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · HAZLETT, BURT & WATSON, INC. · Q4 2025

AI · grounded in 13F

HAZLETT, BURT & WATSON, INC. trimmed its position in TT by 78.82%. The fund also reduced its holdings in SCHD by 41.05% and FISV by 36.01%. On the buy side, the fund accumulated shares of NVDA by 18.92% and LLY by 12.89%.

Holdings as filed

First 500 of 931

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$17,5255.60%64,435CommonNONE
46090E103QQQINVESCO QQQ TR$15,0684.81%24,517CommonNONE
67066G104NVDANVIDIA CORPORATION$10,7683.44%57,730CommonNONE
594918104MSFTMICROSOFT CORP$9,4073.00%19,451CommonNONE
023135106AMZNAMAZON COM INC$9,2622.96%40,133CommonNONE
02079K107GOOGALPHABET INC$4,8611.55%15,507CommonNONE
30231G102XOMEXXON MOBIL CORP$4,6441.48%38,590CommonNONE
11135F101AVGOBROADCOM INC$4,0521.29%11,731CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3,9711.27%6,954CommonNONE
478160104JNJJOHNSON &JOHNSON$3,8991.25%18,845CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$3,6361.16%17,404CommonNONE
02079K305GOOGLALPHABET INC$3,4571.10%11,039CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3,4571.10%6,870CommonNONE
46625H100JPMJPMORGAN CHASE &CO.$3,3931.08%10,532CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3,1481.01%6,506CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3,0980.99%14,102CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$3,0110.96%35,665CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$2,7780.89%17,746CommonNONE
69355J104SDHYPGIM SHORT DUR HIG YLD OPP F$2,7500.88%167,477CommonNONE
464287168DVYISHARES TR$2,7470.88%19,460CommonNONE
37954Y673PAVEGLOBAL X FDS$2,6330.84%55,122CommonNONE
46434V621DGROISHARES TR$2,6030.83%37,410CommonNONE
92204A702VGTVANGUARD WORLD FD$2,5580.82%3,391CommonNONE
532457108LLYELI LILLY &CO$2,5470.81%2,373CommonNONE
68389X105ORCLORACLE CORP$2,5350.81%13,012CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2,5180.80%91,816CommonNONE
00287Y109ABBVABBVIE INC$2,4540.78%10,731CommonNONE
742718109PGPROCTER AND GAMBLE CO$2,3070.74%16,087CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2,2690.72%12,772CommonNONE
75513E101RTXRTX CORPORATION$2,2270.71%12,129CommonNONE
464287408IVEISHARES TR$2,1870.70%10,303CommonNONE
464287309IVWISHARES TR$2,1460.69%17,393CommonNONE
149123101CATCATERPILLAR INC$2,1430.68%3,739CommonNONE
464288653TLHISHARES TR$2,1400.68%21,071CommonNONE
92826C839VVISA INC$2,1370.68%6,087CommonNONE
427866108HSYHERSHEY CO$2,0810.66%11,436CommonNONE
921910840MGVVANGUARD WORLD FD$2,0520.66%14,551CommonNONE
30303M102METAMETA PLATFORMS INC$2,0410.65%3,075CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1,9860.63%2,295CommonNONE
437076102HDHOME DEPOT INC$1,9560.62%5,686CommonNONE
907818108UNPUNION PAC CORP$1,9260.62%8,331CommonNONE
595112103MUMICRON TECHNOLOGY INC$1,8870.60%6,606CommonNONE
N07059210ASMLASML HOLDING N V$1,7810.57%1,665CommonNONE
97717X669DGRWWISDOMTREE TR$1,7240.55%19,247CommonNONE
464287549IGMISHARES TR$1,6990.54%13,142CommonNONE
464287705IJJISHARES TR$1,6840.54%12,803CommonNONE
464288810IHIISHARES TR$1,6590.53%26,656CommonNONE
369550108GDGENERAL DYNAMICS CORP$1,5600.50%4,636CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1,5370.49%1,748CommonNONE
235851102DHRDANAHER CORPORATION$1,5100.48%6,592CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$1,4840.47%26,398CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1,4740.47%6,083CommonNONE
291011104EMREMERSON ELEC CO$1,4450.46%10,904CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$1,3640.44%27,365CommonNONE
020002101ALLALLSTATE CORP$1,3510.43%6,490CommonNONE
69374H881COWZPACER FDS TR$1,3410.43%22,171CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1,3100.42%1,919CommonNONE
64110L106NFLXNETFLIX INC$1,3050.42%13,865CommonNONE
78463V107GLDSPDR GOLD TR$1,2490.40%3,145CommonNONE
040413205ANETARISTA NETWORKS INC$1,2440.40%9,494CommonNONE
191216100KOCOCA COLA CO$1,2430.40%17,779CommonNONE
92189F643MOATVANECK ETF TRUST$1,2030.38%11,620CommonNONE
369604301GEGE AEROSPACE$1,1750.38%3,818CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1,1370.36%1,964CommonNONE
747525103QCOMQUALCOMM INC$1,1320.36%6,634CommonNONE
031162100AMGNAMGEN INC$1,1290.36%3,445CommonNONE
464287879IJSISHARES TR$1,1150.36%9,799CommonNONE
166764100CVXCHEVRON CORP NEW$1,0940.35%7,212CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$1,0930.35%8,129CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$1,0810.35%14,426CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$1,0740.34%31,396CommonNONE
931142103WMTWALMART INC$1,0340.33%9,334CommonNONE
713448108PEPPEPSICO INC$1,0160.32%7,071CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1,0000.32%30,706CommonNONE
464287606IJKISHARES TR$9950.32%10,275CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$9920.32%25,832CommonNONE
464287598IWDISHARES TR$9850.31%4,684CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$9800.31%8,046CommonNONE
464287614IWFISHARES TR$9560.31%2,017CommonNONE
038222105AMATAPPLIED MATLS INC$9230.29%3,595CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$8960.29%10,546CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$8730.28%29,516CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$8660.28%6,018CommonNONE
17275R102CSCOCISCO SYS INC$8620.28%11,157CommonNONE
025816109AXPAMERICAN EXPRESS CO$8600.27%2,325CommonNONE
260003108DOVDOVER CORP$8570.27%4,390CommonNONE
78464A763SDYSPDR SERIES TRUST$8570.27%6,156CommonNONE
92537N108VRTVERTIV HOLDINGS CO$8280.26%5,128CommonNONE
360271100FULTFULTON FINL CORP PA$8120.26%41,966CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$8100.26%8,728CommonNONE
02209S103MOALTRIA GROUP INC$7790.25%13,516CommonNONE
79466L302CRMSALESFORCE INC$7720.25%2,910CommonNONE
231021106CMICUMMINS INC$7690.25%1,503CommonNONE
78468R721TFISPDR SERIES TRUST$7650.24%16,739CommonNONE
254687106DISDISNEY WALT CO$7560.24%6,640CommonNONE
09290D101BLKBLACKROCK INC$7450.24%696CommonNONE
04626A103ALABASTERA LABS INC$7070.23%4,244CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$7030.22%16,096CommonNONE
88160R101TSLATESLA INC$6990.22%1,561CommonNONE
194162103CLCOLGATE PALMOLIVE CO$6930.22%8,778CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$6810.22%17,930CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$6810.22%1,093CommonNONE
37954Y384BUGGLOBAL X FDS$6780.22%22,201CommonNONE
464288877EFVISHARES TR$6700.21%9,395CommonNONE
464288885EFGISHARES TR$6590.21%5,783CommonNONE
697435105PANWPALO ALTO NETWORKS INC$6410.20%3,494CommonNONE
89832Q109TFCTRUIST FINL CORP$6380.20%12,950CommonNONE
060505104BACBANK AMERICA CORP$6360.20%11,556CommonNONE
438516106HONHONEYWELL INTL INC$6210.20%3,175CommonNONE
49456B101KMIKINDER MORGAN INC DEL$6170.20%22,530CommonNONE
36828A101GEVGE VERNOVA INC$6160.20%940CommonNONE
464285204IAUISHARES GOLD TR$6110.20%7,531CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$6110.20%12,786CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$6060.19%2,200CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$6050.19%2,848CommonNONE
443510607HUBBHUBBELL INC$5870.19%1,322CommonNONE
69374H857CALFPACER FDS TR$5770.18%12,835CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$5760.18%1,644CommonNONE
922908363VOOVANGUARD INDEX FDS$5760.18%916CommonNONE
617446448MSMORGAN STANLEY$5740.18%3,241CommonNONE
464287200IVVISHARES TR$5720.18%835CommonNONE
58933Y105MRKMERCK &CO INC$5720.18%5,415CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$5650.18%3,625CommonNONE
548661107LOWLOWES COS INC$5560.18%2,297CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5550.18%13,676CommonNONE
670100205NVONOVO-NORDISK A S$5480.18%10,709CommonNONE
808513105SCHWSCHWAB CHARLES CORP$5470.17%5,540CommonNONE
504922105LHLABCORP HOLDINGS INC$5380.17%2,151CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$5340.17%8,837CommonNONE
718172109PMPHILIP MORRIS INTL INC$5330.17%3,320CommonNONE
922908736VUGVANGUARD INDEX FDS$5240.17%1,072CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$5200.17%6,223CommonNONE
921910816MGKVANGUARD WORLD FD$5070.16%1,229CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5070.16%1,711CommonNONE
482480100KLACKLA CORP$5010.16%415CommonNONE
46434V456IQLTISHARES TR$4880.16%10,798CommonNONE
92840M102VSTVISTRA CORP$4850.15%3,006CommonNONE
46432F842IEFAISHARES TR$4730.15%5,277CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4620.15%2,982CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$4610.15%6,641CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4610.15%1,511CommonNONE
97717W307DLNWISDOMTREE TR$4470.14%5,073CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$4430.14%1,720CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$4410.14%10,329CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$4380.14%8,128CommonNONE
46428Q109SLVISHARES SILVER TR$4360.14%6,792CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$4240.14%751CommonNONE
09260D107BXBLACKSTONE INC$4230.14%2,737CommonNONE
26875P101EOGEOG RES INC$4230.14%4,030CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$4150.13%1,326CommonNONE
655844108NSCNORFOLK SOUTHN CORP$4090.13%1,414CommonNONE
69351T106PPLPPL CORP$4080.13%11,613CommonNONE
718546104PSXPHILLIPS 66$4070.13%3,149CommonNONE
911363109URIUNITED RENTALS INC$3960.13%490CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3950.13%4,831CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$3940.13%5,521CommonNONE
464287507IJHISHARES TR$3920.13%5,947CommonNONE
375558103GILDGILEAD SCIENCES INC$3920.13%3,185CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$3910.12%839CommonNONE
56585A102MPCMARATHON PETE CORP$3900.12%2,409CommonNONE
872590104TMUST-MOBILE US INC$3880.12%1,917CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$3860.12%2,234CommonNONE
126408103CSXCSX CORP$3840.12%10,517CommonNONE
46137Y401CZAINVESCO EXCHANGE TRADED FD T$3810.12%3,435CommonNONE
244199105DEDEERE &CO$3790.12%816CommonNONE
512807306LRCXLAM RESEARCH CORP$3790.12%2,210CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3780.12%6,889CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$3710.12%646CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$3690.12%3,620CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$3640.12%5,831CommonNONE
969457100WMBWILLIAMS COS INC$3600.11%6,030CommonNONE
46654Q773JPLDJ P MORGAN EXCHANGE TRADED F$3530.11%6,785CommonNONE
464287887IJTISHARES TR$3520.11%2,482CommonNONE
949746101WMT2WELLS FARGO CO NEW$3510.11%3,756CommonNONE
464287523SOXXISHARES TR$3470.11%1,150CommonNONE
219350105GLWCORNING INC$3430.11%3,906CommonNONE
25063F107DXYZDESTINY TECH100 INC$3370.11%11,040CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$3340.11%8,325CommonNONE
922908751VBVANGUARD INDEX FDS$3320.11%1,291CommonNONE
81762P102NOWSERVICENOW INC$3320.11%2,185CommonNONE
78463X202FEZSPDR INDEX SHS FDS$3310.11%5,139CommonNONE
03831W108APPAPPLOVIN CORP$3240.10%482CommonNONE
464287325IXJISHARES TR$3240.10%3,329CommonNONE
20825C104COPCONOCOPHILLIPS$3230.10%3,446CommonNONE
904767803ULUNILEVER PLC$3230.10%4,959CommonNONE
701094104PHPARKER-HANNIFIN CORP$3200.10%363CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$3190.10%2,538CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$3180.10%6,013CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3170.10%3,945CommonNONE
922908637VVVANGUARD INDEX FDS$3160.10%1,007CommonNONE
33733E831MISLFIRST TR EXCHANGE-TRADED FD$3150.10%7,392CommonNONE
872540109TJXTJX COS INC NEW$3130.10%2,049CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$3110.10%6,373CommonNONE
66987V109NVSNOVARTIS AG$3110.10%2,250CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$3090.10%4,042CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$3080.10%6,192CommonNONE
94106L109WMWASTE MGMT INC DEL$3020.10%1,371CommonNONE
053332102AZOAUTOZONE INC$2980.10%88CommonNONE
65339F101NEENEXTERA ENERGY INC$2940.09%3,629CommonNONE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$2930.09%3,020CommonNONE
74624M102PPURE STORAGE INC$2820.09%4,215CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2800.09%464CommonNONE
H1467J104CBCHUBB LIMITED$2800.09%898CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$2780.09%901CommonNONE
92204A603VISVANGUARD WORLD FD$2740.09%918CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$2710.09%2,904CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$2680.09%3,775CommonNONE
922020730VSDBVANGUARD MALVERN FDS$2660.08%3,492CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$2630.08%3,012CommonNONE
26884L109EQTEQT CORP$2610.08%4,901CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$2600.08%4,041CommonNONE
29084Q100EMEEMCOR GROUP INC$2580.08%424CommonNONE
257701201DGICADONEGAL GROUP INC$2580.08%12,936CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2560.08%4,753CommonNONE
922908611VBRVANGUARD INDEX FDS$2540.08%1,201CommonNONE
464287481IWPISHARES TR$2510.08%1,835CommonNONE
46432F834IXUSISHARES TR$2510.08%2,969CommonNONE
717081103PFEPFIZER INC$2510.08%10,231CommonNONE
58733R102MELIMERCADOLIBRE INC$2500.08%125CommonNONE
74762E102QUREQUANTA SVCS INC$2490.08%593CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$2470.08%2,139CommonNONE
337738108FISVFISERV INC$2470.08%3,688CommonNONE
92204A108VCRVANGUARD WORLD FD$2470.08%629CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$2430.08%5,216CommonNONE
00162Q361OGIGALPS ETF TR$2420.08%4,594CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$2400.08%2,038CommonNONE
58155Q103MCKMCKESSON CORP$2330.07%286CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$2330.07%3,648CommonNONE
922908744VTVVANGUARD INDEX FDS$2330.07%1,219CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$2320.07%8,943CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$2320.07%4,724CommonNONE
922020748VCRBVANGUARD MALVERN FDS$2310.07%2,945CommonNONE
464287432TLTISHARES TR$2270.07%2,608CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2260.07%1,588CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$2230.07%1,598CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$2230.07%1,864CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2220.07%1,159CommonNONE
464287473IWSISHARES TR$2210.07%1,565CommonNONE
929160109VMCVULCAN MATLS CO$2200.07%770CommonNONE
950810101WSBCWESBANCO INC$2190.07%6,636CommonNONE
92338C103VLTOVERALTO CORP$2180.07%2,187CommonNONE
892331307TMTOYOTA MOTOR CORP$2180.07%1,011CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$2160.07%3,630CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$2140.07%2,107CommonNONE
744320102PRUPRUDENTIAL FINL INC$2130.07%1,900CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$2090.07%5,499CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$2090.07%2,755CommonNONE
693506107PPGPPG INDS INC$2070.07%2,031CommonNONE
922908595VBKVANGUARD INDEX FDS$2060.07%684CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$2040.07%4,547CommonNONE
00206R102TAT&T INC$2030.06%8,184CommonNONE
G29183103ETNEATON CORP PLC$1990.06%623CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$1930.06%1,273CommonNONE
46434G103IEMGISHARES INC$1920.06%2,843CommonNONE
580135101MCDMCDONALDS CORP$1920.06%625CommonNONE
646025106NJRNEW JERSEY RES CORP$1920.06%4,140CommonNONE
46432F339QUALISHARES TR$1910.06%957CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$1880.06%837CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$1870.06%1,431CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1860.06%3,200CommonNONE
464287234EEMISHARES TR$1840.06%3,388CommonNONE
893641100TDGTRANSDIGM GROUP INC$1830.06%138CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1830.06%2,475CommonNONE
78468R853SPSMSPDR SERIES TRUST$1820.06%3,851CommonNONE
34959J108FTVFORTIVE CORP$1800.06%3,253CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$1790.06%3,603CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$1770.06%1,610CommonNONE
046353108AZNNASTRAZENECA PLC$1750.06%1,899CommonNONE
464287499IWRISHARES TR$1750.06%1,820CommonNONE
922040845VBILVANGUARD INSTL INDEX FD$1740.06%2,295CommonNONE
009158106APDAIR PRODS &CHEMS INC$1730.06%700CommonNONE
466313103JBLJABIL INC$1730.06%756CommonNONE
833034101SNASNAP ON INC$1720.05%500CommonNONE
46434V803HEFAISHARES TR$1700.05%4,093CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$1690.05%537CommonNONE
704326107PAYXPAYCHEX INC$1660.05%1,475CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$1660.05%9,087CommonNONE
33740U851XPNDFIRST TR EXCHNG TRADED FD VI$1660.05%4,600CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1640.05%1,675CommonNONE
21044C107ROADCONSTRUCTION PARTNERS INC$1630.05%1,500CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$1620.05%2,640CommonNONE
00724F101ADBEADOBE INC$1620.05%467CommonSOLE
98419M100XYLXYLEM INC$1620.05%1,192CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1610.05%2,828CommonNONE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$1580.05%1,650CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$1530.05%524CommonNONE
464288240ACWXISHARES TR$1530.05%2,264CommonNONE
863667101SYKSTRYKER CORPORATION$1450.05%408CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$1440.05%659CommonNONE
464287861IEVISHARES TR$1440.05%2,100CommonNONE
832696405SJMSMUCKER J M CO$1430.05%1,461CommonNONE
29250N105ENBENBRIDGE INC$1430.05%2,976CommonNONE
922908512VOEVANGUARD INDEX FDS$1410.05%796CommonNONE
21036P108STZCONSTELLATION BRANDS INC$1400.04%1,018CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$1400.04%3,435CommonNONE
693718108PCARPACCAR INC$1390.04%1,273CommonNONE
G3265R107APTVAPTIV PLC$1390.04%1,799CommonNONE
636180101NFGNATIONAL FUEL GAS CO$1390.04%1,722CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1390.04%516CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$1390.04%3,620CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$1380.04%963CommonNONE
372460105GPCGENUINE PARTS CO$1360.04%1,105CommonNONE
921909768VXUSVANGUARD STAR FDS$1340.04%1,777CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$1330.04%3,604CommonNONE
74340W103PLDPROLOGIS INC.$1310.04%1,024CommonNONE
579780206MKCMCCORMICK &CO INC$1300.04%1,915CommonNONE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$1300.04%4,980CommonNONE
761152107RMDRESMED INC$1300.04%540CommonNONE
78464A359CWBSPDR SERIES TRUST$1300.04%1,460CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1280.04%2,176CommonNONE
37954Y715BOTZGLOBAL X FDS$1270.04%3,539CommonNONE
92204A504VHTVANGUARD WORLD FD$1250.04%435CommonNONE
464287119ILCGISHARES TR$1240.04%1,200CommonNONE
922908629VOVANGUARD INDEX FDS$1230.04%425CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$1230.04%1,973CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1230.04%484CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1220.04%274CommonNONE
443201108HWMHOWMET AEROSPACE INC$1210.04%595CommonNONE
126650100CVSCVS HEALTH CORP$1200.04%1,529CommonNONE
902681105UGIUGI CORP NEW$1200.04%3,185CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$1190.04%950CommonNONE
745867101PHMPULTE GROUP INC$1190.04%1,001CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1180.04%735CommonNONE
46432F396MTUMISHARES TR$1170.04%461CommonNONE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$1150.04%2,788CommonNONE
92204A801VAWVANGUARD WORLD FD$1140.04%551CommonNONE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$1120.04%1,735CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$1120.04%7,594CommonNONE
82509L107SHOPSHOPIFY INC$1120.04%700CommonNONE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$1120.04%2,735CommonNONE
892356106TSCOTRACTOR SUPPLY CO$1110.04%2,202CommonNONE
854502101SWKSTANLEY BLACK &DECKER INC$1090.03%1,479CommonNONE
37954Y632AIQGLOBAL X FDS$1090.03%2,160CommonNONE
25746U109DDOMINION ENERGY INC$1090.03%1,854CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$1060.03%2,391CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1060.03%396CommonNONE
806857108SLBSLB LIMITED$1060.03%2,741CommonNONE
59156R108METMETLIFE INC$1050.03%1,317CommonNONE
53656G498MAGSLISTED FDS TR$1050.03%1,604CommonNONE
02072L565BOXXEA SERIES TRUST$1030.03%892CommonNONE
464287556IBBISHARES TR$1030.03%609CommonNONE
871829107SYYSYSCO CORP$1030.03%1,400CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$1030.03%671CommonNONE
032654105ADIANALOG DEVICES INC$1010.03%370CommonNONE
803054204SAPSAP SE$1010.03%415CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$980.03%1,013CommonNONE
219948106CPAYCORPAY INC$980.03%325CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$970.03%200CommonNONE
773903109ROKROCKWELL AUTOMATION INC$970.03%249CommonNONE
46429B697USMVISHARES TR$950.03%1,009CommonNONE
452308109ITWILLINOIS TOOL WKS INC$940.03%378CommonNONE
882508104TXNTEXAS INSTRS INC$930.03%538CommonNONE
199908104FIXCOMFORT SYS USA INC$930.03%100CommonNONE
464287655IWMISHARES TR$910.03%371CommonNONE
571903202MARMARRIOTT INTL INC NEW$910.03%295CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$910.03%352CommonNONE
31428X106FDXFEDEX CORP$900.03%310CommonNONE
458140100INTCINTEL CORP$900.03%2,431CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$890.03%902CommonNONE
337932107FEFIRSTENERGY CORP$890.03%2,005CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$880.03%3,676CommonNONE
464287226AGGISHARES TR$870.03%880CommonNONE
G5960L103MDTMEDTRONIC PLC$870.03%902CommonNONE
00123Q104AGNCAGNC INVT CORP$860.03%8,000CommonNONE
20030N101CMCSACOMCAST CORP NEW$860.03%2,858CommonNONE
97717W604DESWISDOMTREE TR$860.03%2,565CommonNONE
501044101KRKROGER CO$850.03%1,336CommonNONE
464287812IYKISHARES TR$840.03%1,260CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$840.03%215CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$840.03%471CommonNONE
046433108ATROASTRONICS CORP$830.03%1,525CommonNONE
55261F104MTBM &T BK CORP$830.03%417CommonNONE
345370860FFORD MTR CO$810.03%6,131CommonNONE
22822V101CCICROWN CASTLE INC$800.03%900CommonNONE
03073E105CORCENCORA INC$800.03%240CommonNONE
33737J802NFTYFIRST TR EXCH TRD ALPHDX FD$800.03%1,374CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$800.03%2,528CommonNONE
34965K107FTREFORTREA HLDGS INC$800.03%4,672CommonNONE
H2906T109GRMNGARMIN LTD$780.02%390CommonNONE
461202103INTUINTUIT$780.02%117CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$750.02%951CommonNONE
231561101CWCURTISS WRIGHT CORP$750.02%135CommonNONE
654106103NKENIKE INC$750.02%1,185CommonNONE
92556V106VTRSVIATRIS INC$740.02%5,949CommonNONE
681919106OMCOMNICOM GROUP INC$740.02%925CommonNONE
842587107SOSOUTHERN CO$740.02%844CommonNONE
695156109PKGPACKAGING CORP AMER$720.02%350CommonNONE
922020680VTGVANGUARD MALVERN FDS$700.02%915CommonNONE
890930407TBLUTORTOISE CAPITAL SERIES TRUS$700.02%1,373CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$690.02%500CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$690.02%2,773CommonNONE
651639106NEMNEWMONT CORP$690.02%695CommonNONE
86887Q109SSSSSURO CAPITAL CORP$680.02%7,405CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$680.02%585CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$680.02%206CommonSOLE
922908538VOTVANGUARD INDEX FDS$670.02%240CommonNONE
988498101YUMYUM BRANDS INC$670.02%439CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$670.02%175CommonNONE
74348A145PAWZPROSHARES TR$670.02%1,243CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$660.02%1,460CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$650.02%547CommonNONE
756109104OREALTY INCOME CORP$650.02%1,150CommonNONE
33734X127FXNFIRST TR EXCHANGE TRADED FD$650.02%3,866CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$640.02%1,250CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$630.02%809CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$630.02%1,292CommonNONE
609207105MDLZMONDELEZ INTL INC$630.02%1,174CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$620.02%1,400CommonNONE
464288828IHFISHARES TR$610.02%1,274CommonNONE
253868103DLRDIGITAL RLTY TR INC$610.02%394CommonNONE
433000106HIMSHIMS &HERS HEALTH INC$610.02%1,877CommonNONE
92204A405VFHVANGUARD WORLD FD$600.02%446CommonNONE
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$600.02%488CommonNONE
02072L581STXDEA SERIES TRUST$600.02%1,615CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$600.02%526CommonNONE
69374H360COWGPACER FDS TR$590.02%1,661CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$590.02%11CommonNONE
670346105NUENUCOR CORP$590.02%360CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$580.02%623CommonNONE
890110109TMPTOMPKINS FINL CORP$580.02%797CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$580.02%1,294CommonNONE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$580.02%2,979CommonNONE
855244109SBUXSTARBUCKS CORP$580.02%687CommonNONE
48251W104KKRKKR &CO INC$580.02%450CommonNONE
464287804IJRISHARES TR$580.02%481CommonNONE
464287630IWNISHARES TR$570.02%313CommonNONE
780259305SHELSHELL PLC$570.02%789CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$570.02%648CommonNONE
92204A884VOXVANGUARD WORLD FD$570.02%298CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$560.02%1,503CommonNONE
806407102HSICHENRY SCHEIN INC$560.02%737CommonNONE
750940108RALRALLIANT CORP$550.02%1,084CommonNONE
33739P830FSMBFIRST TR EXCH TRADED FD III$550.02%2,750CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$540.02%1,078CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$540.02%1,375CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$530.02%700CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$530.02%522CommonNONE
002824100ABTABBOTT LABS$530.02%417CommonNONE
075887109BDXBECTON DICKINSON &CO$530.02%280CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$520.02%600CommonNONE
G3323L100FNFABRINET$520.02%115CommonNONE
37960A370ZAPGLOBAL X FDS$520.02%1,740CommonNONE
172967424CCITIGROUP INC$520.02%439CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$510.02%510CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$490.02%555CommonNONE
922020755VPLSVANGUARD MALVERN FDS$490.02%632CommonNONE
29444U700EQIXEQUINIX INC$490.02%64CommonNONE
30254T577FPAGINVESTMENT MANAGERS SER TR I$490.02%1,313CommonNONE
784117103SEICSEI INVTS CO$490.02%600CommonNONE
464286426EEMAISHARES INC$480.02%509CommonNONE
46435U713IFRAISHARES TR$480.02%901CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$480.02%7,595CommonNONE
25243Q205DEODIAGEO PLC$470.02%545CommonNONE
04010L103ARCCARES CAPITAL CORP$470.02%2,300CommonNONE
33733A201EDOWFIRST TR EXCHANGE-TRADED FD$470.02%1,145CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$470.02%235CommonNONE
032095101APHAMPHENOL CORP NEW$460.01%331CommonNONE
880770102TERTERADYNE INC$460.01%240CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$460.01%1,040CommonNONE
02072L680STRVEA SERIES TRUST$450.01%994CommonNONE
00508Y102AYIACUITY INC$450.01%125CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$450.01%2,000CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$440.01%900CommonNONE
46138E669PGHYINVESCO EXCH TRADED FD TR II$440.01%2,184CommonNONE
M7S64H106MNDYMONDAY COM LTD$440.01%295CommonNONE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$440.01%650CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$430.01%652CommonNONE
56035L104MAINMAIN STR CAP CORP$420.01%700CommonNONE
808524730FNDESCHWAB STRATEGIC TR$420.01%1,155CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$420.01%201CommonNONE
33738R720ROBTFIRST TR EXCHANGE TRADED FD$420.01%800CommonNONE
928881101VNTVONTIER CORPORATION$410.01%1,101CommonNONE
674599105OXYOCCIDENTAL PETE CORP$410.01%1,000CommonNONE
46284V101IRMIRON MTN INC DEL$410.01%500CommonNONE
30063P105EXKEXACT SCIENCES CORP$410.01%400CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$410.01%283CommonNONE
98978V103ZTSZOETIS INC$410.01%318CommonNONE
67073B106JPCNUVEEN PFD &INCOME OPPORTUN$400.01%4,966CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$400.01%284CommonNONE
833445109SNOWSNOWFLAKE INC$400.01%183CommonNONE
097023105BABOEING CO$400.01%189CommonNONE
92189F676SMHVANECK ETF TRUST$400.01%114CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$400.01%2,309CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$400.01%674CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$390.01%175CommonNONE
422806109HEIHEICO CORP NEW$390.01%119CommonNONE
69374H634USAIPACER FDS TR$390.01%1,000CommonNONE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$390.01%535CommonNONE
922908553VNQVANGUARD INDEX FDS$390.01%440CommonNONE
922908769VTIVANGUARD INDEX FDS$380.01%116CommonNONE
464287762IYHISHARES TR$380.01%585CommonNONE
368736104GNRCGENERAC HLDGS INC$380.01%275CommonNONE
26614N102DDDUPONT DE NEMOURS INC$380.01%987CommonNONE
G54950103LINLINDE PLC$380.01%90CommonNONE
74743L100QQNITY ELECTRONICS INC$370.01%459CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$370.01%228CommonNONE
464288117IGOVISHARES TR$360.01%861CommonNONE
464288687PFFISHARES TR$360.01%1,173CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$360.01%251CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$360.01%800CommonNONE

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.