InvestInfoAI
GWN SECURITIES INC.

Q2 2025 · 13F-HR

GWN SECURITIES INC.holdings as filed

Filed 2025-08-01 · accession 0001172661-25-002843

$539.2M
Reported value
395
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · GWN SECURITIES INC. · Q2 2025

AI · grounded in 13F

GWN SECURITIES INC. established a new position in SPY worth $14.38M. The fund also initiated new stakes in MSFT for $14.1M and VGT for $12.35M. Additional new positions include IVV at $11.76M, NVDA at $11.5M, and AAPL at $10.08M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$14.4M2.67%23,242CommonSOLE
594918104MSFTMICROSOFT CORP$14.1M2.62%28,012CommonSOLE
92204A702VGTVANGUARD WORLD FD$12.3M2.29%18,580CommonSOLE
464287200IVVISHARES TR$11.8M2.18%18,841CommonSOLE
67066G104NVDANVIDIA CORPORATION$11.5M2.13%72,700CommonSOLE
037833100AAPLAPPLE INC$10.1M1.87%49,111CommonSOLE
46434V878ICSHISHARES TR$9.9M1.83%194,733CommonSOLE
464288679SHVISHARES TR$9.8M1.81%88,422CommonSOLE
46090E103QQQINVESCO QQQ TR$8.8M1.63%15,935CommonSOLE
842587107SOSOUTHERN CO$8.5M1.58%92,536CommonSOLE
760759100RSGREPUBLIC SVCS INC$8.2M1.51%32,648CommonSOLE
478160104JNJJOHNSON & JOHNSON$8.2M1.51%52,984CommonSOLE
94106L109WMWASTE MGMT INC DEL$7.3M1.36%31,652CommonSOLE
580135101MCDMCDONALDS CORP$7.3M1.35%24,442CommonSOLE
742718109PGPROCTER AND GAMBLE CO$7.2M1.33%44,574CommonSOLE
501044101KRKROGER CO$6.9M1.28%95,974CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$6.9M1.27%227,584CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$6.3M1.17%13,408CommonSOLE
609207105MDLZMONDELEZ INTL INC$6.0M1.12%89,304CommonSOLE
871829107SYYSYSCO CORP$6.0M1.12%79,238CommonSOLE
92204A504VHTVANGUARD WORLD FD$5.9M1.09%23,648CommonSOLE
717081103PFEPFIZER INC$5.9M1.09%241,654CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$5.8M1.08%175,010CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$5.5M1.02%32,426CommonSOLE
30303M102METAMETA PLATFORMS INC$5.4M1.00%7,276CommonSOLE
922908363VOOVANGUARD INDEX FDS$5.3M0.98%9,244CommonSOLE
922908769VTIVANGUARD INDEX FDS$5.2M0.97%17,082CommonSOLE
45783Y756BUFBINNOVATOR ETFS TRUST$5.1M0.94%149,668CommonSOLE
45783Y814BUFFINNOVATOR ETFS TRUST$5.1M0.94%107,795CommonSOLE
66538H591SECTNORTHERN LTS FD TR IV$4.8M0.88%82,106CommonSOLE
023135106AMZNAMAZON COM INC$4.6M0.85%20,878CommonSOLE
513272104LWLAMB WESTON HLDGS INC$4.5M0.83%85,626CommonSOLE
66538H179BUYWNORTHERN LTS FD TR IV$4.4M0.82%315,552CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.2M0.78%13,154CommonSOLE
464287150ITOTISHARES TR$4.2M0.78%31,098CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$4.0M0.75%9,184CommonSOLE
532457108LLYELI LILLY & CO$4.0M0.74%5,053CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.9M0.73%21,502CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$3.9M0.73%32,990CommonSOLE
191216100KOCOCA COLA CO$3.9M0.73%55,159CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$3.7M0.69%42,476CommonSOLE
69374H881COWZPACER FDS TR$3.5M0.64%62,996CommonSOLE
00206R102TAT&T INC$3.4M0.64%118,213CommonSOLE
018802108LNTALLIANT ENERGY CORP$3.4M0.63%56,384CommonSOLE
922908629VOVANGUARD INDEX FDS$3.4M0.63%12,006CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$3.3M0.61%44,324CommonSOLE
147528103CASYCASEYS GEN STORES INC$3.2M0.59%6,251CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.2M0.59%10,758CommonSOLE
46432F834IXUSISHARES TR$3.1M0.58%40,628CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.8M0.52%11,160CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.7M0.51%5,630CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.7M0.50%39,086CommonSOLE
G02602103DOXAMDOCS LTD$2.7M0.50%29,158CommonSOLE
189054109CLXCLOROX CO DEL$2.6M0.48%21,291CommonSOLE
00791R830EDGFADVISORS INNER CIRCLE FD II$2.5M0.46%101,242CommonSOLE
931142103WMTWALMART INC$2.4M0.45%24,772CommonSOLE
66538H237INTLNORTHERN LTS FD TR IV$2.3M0.43%90,736CommonSOLE
92204A405VFHVANGUARD WORLD FD$2.3M0.43%18,008CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.3M0.42%11,072CommonSOLE
78464A474SPSBSPDR SERIES TRUST$2.2M0.41%72,954CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.2M0.40%49,576CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$2.1M0.40%80,906CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$2.1M0.39%84,590CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.1M0.39%30,106CommonSOLE
464287655IWMISHARES TR$2.0M0.37%9,290CommonSOLE
46432F842IEFAISHARES TR$2.0M0.37%23,824CommonSOLE
464287408IVEISHARES TR$2.0M0.37%10,174CommonSOLE
886364231GRNYTIDAL TRUST I$2.0M0.37%87,508CommonSOLE
78463V107GLDSPDR GOLD TR$2.0M0.36%6,408CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$1.9M0.36%53,774CommonSOLE
464287457SHYISHARES TR$1.9M0.35%22,672CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.8M0.34%62,772CommonSOLE
88160R101TSLATESLA INC$1.8M0.34%5,626CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.8M0.33%35,486CommonSOLE
45783Y673SFLRINNOVATOR ETFS TRUST$1.7M0.32%50,822CommonSOLE
92826C839VVISA INC$1.7M0.31%4,696CommonSOLE
31609A503FMDEFIDELITY COVINGTON TRUST$1.6M0.30%46,573CommonSOLE
69374H568PSFFPACER FDS TR$1.6M0.29%51,084CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$1.5M0.28%18,816CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.5M0.28%11,320CommonSOLE
75513E101RTXRTX CORPORATION$1.5M0.28%10,298CommonSOLE
02079K107GOOGALPHABET INC$1.5M0.27%8,224CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$1.5M0.27%42,094CommonSOLE
464288646IGSBISHARES TR$1.4M0.27%27,224CommonSOLE
45782C334NAPRINNOVATOR ETFS TRUST$1.4M0.26%27,866CommonSOLE
69374H857CALFPACER FDS TR$1.4M0.26%35,006CommonSOLE
02079K305GOOGLALPHABET INC$1.4M0.26%7,827CommonSOLE
11135F101AVGOBROADCOM INC$1.4M0.26%4,980CommonSOLE
78464A367SPLBSPDR SERIES TRUST$1.4M0.25%59,854CommonSOLE
464287309IVWISHARES TR$1.4M0.25%12,233CommonSOLE
64110L106NFLXNETFLIX INC$1.3M0.24%938CommonSOLE
46432F339QUALISHARES TR$1.3M0.24%7,079CommonSOLE
464287226AGGISHARES TR$1.3M0.23%12,715CommonSOLE
46137V845PRNINVESCO EXCHANGE TRADED FD T$1.2M0.23%7,828CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.2M0.23%23,460CommonSOLE
46434V381XTISHARES TR$1.2M0.23%18,597CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$1.2M0.22%15,576CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.2M0.22%17,888CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$1.2M0.22%17,200CommonSOLE
464287523SOXXISHARES TR$1.2M0.22%4,956CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$1.2M0.22%11,948CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$1.2M0.22%43,734CommonSOLE
166764100CVXCHEVRON CORP NEW$1.2M0.22%8,121CommonSOLE
45783Y889XBJLINNOVATOR ETFS TRUST$1.2M0.22%32,156CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$1.1M0.21%29,096CommonSOLE
713448108PEPPEPSICO INC$1.1M0.21%8,542CommonSOLE
46654Q716JBNDJ P MORGAN EXCHANGE TRADED F$1.1M0.21%21,342CommonSOLE
464287242LQDISHARES TR$1.1M0.21%10,385CommonSOLE
46435U556ARTYISHARES TR$1.1M0.20%26,808CommonSOLE
437076102HDHOME DEPOT INC$1.1M0.20%2,942CommonSOLE
922908538VOTVANGUARD INDEX FDS$1.1M0.20%3,756CommonSOLE
46434G103IEMGISHARES INC$1.1M0.20%17,796CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.1M0.20%5,800CommonSOLE
464288513HYGISHARES TR$1.1M0.20%13,081CommonSOLE
464287119ILCGISHARES TR$1.1M0.20%10,863CommonSOLE
74340W103PLDPROLOGIS INC.$1.0M0.19%9,808CommonSOLE
45782C888BAPRINNOVATOR ETFS TRUST$1.0M0.19%22,849CommonSOLE
02209S103MOALTRIA GROUP INC$1.0M0.19%17,633CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.0M0.19%2,348CommonSOLE
46436E718SGOVISHARES TR$1.0M0.19%10,137CommonSOLE
00287Y109ABBVABBVIE INC$1.0M0.19%5,425CommonSOLE
74347R842UWMPROSHARES TR$997,1250.18%26,466CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$993,5200.18%21,715CommonSOLE
74933W452TBILRBB FD INC$989,9980.18%19,780CommonSOLE
001055102AFLAFLAC INC$979,7050.18%9,276CommonSOLE
922908595VBKVANGUARD INDEX FDS$957,8310.18%3,430CommonSOLE
46431W705LQDHISHARES U S ETF TR$943,9110.18%10,204CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$931,1500.17%10,954CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$912,2140.17%901CommonSOLE
464287507IJHISHARES TR$891,5800.17%14,335CommonSOLE
45782C755BJUNINNOVATOR ETFS TRUST$885,3090.16%20,231CommonSOLE
375558103GILDGILEAD SCIENCES INC$883,1430.16%7,879CommonSOLE
92204A306VDEVANGUARD WORLD FD$862,0620.16%7,216CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$841,7740.16%8,956CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$832,4840.15%22,540CommonSOLE
78468R663BILSPDR SERIES TRUST$823,5670.15%8,958CommonSOLE
45783Y855BALTINNOVATOR ETFS TRUST$813,2680.15%25,343CommonSOLE
922908512VOEVANGUARD INDEX FDS$804,3890.15%4,872CommonSOLE
922908744VTVVANGUARD INDEX FDS$802,7950.15%4,524CommonSOLE
464287499IWRISHARES TR$798,6780.15%8,667CommonSOLE
126408103CSXCSX CORP$795,9110.15%24,389CommonSOLE
02072L672SHOCEA SERIES TRUST$784,3660.15%14,756CommonSOLE
30231G102XOMEXXON MOBIL CORP$779,7850.14%7,217CommonSOLE
464288877EFVISHARES TR$771,6400.14%12,124CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$766,3190.14%15,460CommonSOLE
26922A420QTUMETF SER SOLUTIONS$760,6920.14%8,212CommonSOLE
464287671IUSGISHARES TR$758,9550.14%5,035CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$758,5320.14%13,296CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$756,0480.14%13,299CommonSOLE
45782C276NJULINNOVATOR ETFS TRUST$754,4450.14%11,075CommonSOLE
718546104PSXPHILLIPS 66$746,1330.14%6,224CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$745,0260.14%10,010CommonSOLE
58933Y105MRKMERCK & CO INC$744,0170.14%9,366CommonSOLE
46434V613IUSBISHARES TR$742,5410.14%16,038CommonSOLE
02072L615STXGEA SERIES TRUST$735,7950.14%15,981CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$734,0720.14%8,988CommonSOLE
02072L714BBLUEA SERIES TRUST$725,9500.13%52,772CommonSOLE
031162100AMGNAMGEN INC$716,1050.13%2,542CommonSOLE
45783Y780XBJAINNOVATOR ETFS TRUST$714,4990.13%23,699CommonSOLE
66538J720MRSKNORTHERN LIGHTS FD TR$714,1660.13%21,248CommonSOLE
464289875AOMISHARES TR$712,8380.13%15,481CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$708,7740.13%5,198CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$706,8170.13%4,768CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$700,1450.13%6,434CommonSOLE
92840M102VSTVISTRA CORP$694,8110.13%3,568CommonSOLE
922908553VNQVANGUARD INDEX FDS$683,3710.13%7,668CommonSOLE
79466L302CRMSALESFORCE INC$674,2070.13%2,470CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$666,7930.12%27,980CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$664,0320.12%2,436CommonSOLE
46434V621DGROISHARES TR$658,3770.12%10,275CommonSOLE
45783Y681QFLRINNOVATOR ETFS TRUST$653,5120.12%21,895CommonSOLE
882508104TXNTEXAS INSTRS INC$647,5420.12%3,064CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$640,7500.12%2,172CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$639,1980.12%4,730CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$624,9000.12%2,854CommonSOLE
78464A300SLYVSPDR SERIES TRUST$622,6680.12%7,718CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$614,2880.11%3,796CommonSOLE
132061508GMOMCAMBRIA ETF TR$612,6670.11%20,642CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$610,3530.11%14,239CommonSOLE
45782C615NOCTINNOVATOR ETFS TRUST$609,7260.11%11,148CommonSOLE
461202103INTUINTUIT$607,6500.11%770CommonSOLE
69344A107PULSPGIM ETF TR$595,0370.11%11,942CommonSOLE
90470L568ABEQUNIFIED SER TR$581,4000.11%16,914CommonSOLE
316092782FVALFIDELITY COVINGTON TRUST$578,6480.11%9,057CommonSOLE
149123101CATCATERPILLAR INC$578,2720.11%1,481CommonSOLE
46434V738IEURISHARES TR$575,5060.11%8,668CommonSOLE
464287721IYWISHARES TR$563,3300.10%3,212CommonSOLE
45782C466NJANINNOVATOR ETFS TRUST$560,9600.10%11,053CommonSOLE
55354G100MSCIMSCI INC$560,7990.10%972CommonSOLE
G5960L103MDTMEDTRONIC PLC$559,5230.10%6,376CommonSOLE
74348A467NOBLPROSHARES TR$559,4270.10%5,548CommonSOLE
464288687PFFISHARES TR$559,2750.10%18,207CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$557,4970.10%978CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$555,1880.10%12,958CommonSOLE
464287614IWFISHARES TR$542,9270.10%1,277CommonSOLE
819047101SHAKSHAKE SHACK INC$542,7160.10%3,860CommonSOLE
254687106DISDISNEY WALT CO$535,7210.10%4,270CommonSOLE
74347G606TDVPROSHARES TR$534,8170.10%6,396CommonSOLE
464287804IJRISHARES TR$531,2420.10%4,846CommonSOLE
02072L581STXDEA SERIES TRUST$527,1410.10%15,166CommonSOLE
14020Y607CGSMCAPITAL GRP FIXED INCM ETF T$526,9800.10%20,199CommonSOLE
595112103MUMICRON TECHNOLOGY INC$522,8860.10%4,242CommonSOLE
46429B655FLOTISHARES TR$519,4060.10%10,167CommonSOLE
45783Y244JAJLINNOVATOR ETFS TRUST$514,5270.10%18,264CommonSOLE
464287432TLTISHARES TR$514,4150.10%5,825CommonSOLE
25434V302DFAEDIMENSIONAL ETF TRUST$512,2940.10%17,692CommonSOLE
316092246FCLDFIDELITY COVINGTON TRUST$506,8670.09%17,794CommonSOLE
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$500,8650.09%18,922CommonSOLE
872540109TJXTJX COS INC NEW$500,1640.09%4,030CommonSOLE
02156V109OKLOOKLO INC$497,5270.09%8,886CommonSOLE
78464A862XSDSPDR SERIES TRUST$488,8530.09%1,892CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$487,9380.09%8,930CommonSOLE
98149E303GLDMWORLD GOLD TR$486,9450.09%7,432CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$483,6670.09%5,184CommonSOLE
31609A206FESMFIDELITY COVINGTON TRUST$482,3770.09%15,079CommonSOLE
91529Y106UNMUNUM GROUP$471,8920.09%5,820CommonSOLE
46435U853USHYISHARES TR$470,6640.09%12,545CommonSOLE
97717W547WTVWISDOMTREE TR$469,2280.09%5,408CommonSOLE
922908751VBVANGUARD INDEX FDS$466,5610.09%1,958CommonSOLE
45782C557BDECINNOVATOR ETFS TRUST$464,4710.09%10,285CommonSOLE
464287663IUSVISHARES TR$462,6180.09%4,882CommonSOLE
25434V104DFAUDIMENSIONAL ETF TRUST$457,8890.08%10,806CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$457,1660.08%2,234CommonSOLE
95040Q104WELLWELLTOWER INC$456,0330.08%2,956CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$452,7820.08%9,766CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$452,1080.08%8,307CommonSOLE
369604301GEGE AEROSPACE$449,2640.08%1,744CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$449,0260.08%4,669CommonSOLE
921932778VIOVVANGUARD ADMIRAL FDS INC$445,5210.08%5,200CommonSOLE
72201R304LTPZPIMCO ETF TR$440,7270.08%8,390CommonSOLE
464289479ILTBISHARES TR$439,5090.08%8,887CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$435,8490.08%560CommonSOLE
902494103TSNTYSON FOODS INC$432,8590.08%7,710CommonSOLE
46432F396MTUMISHARES TR$430,6190.08%1,756CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$430,1270.08%2,146CommonSOLE
464289859AOAISHARES TR$429,1760.08%5,123CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$427,3810.08%8,494CommonSOLE
747525103QCOMQUALCOMM INC$426,9580.08%2,672CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$425,6440.08%6,674CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$425,6090.08%593CommonSOLE
56035L104MAINMAIN STR CAP CORP$424,2200.08%7,178CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$423,6430.08%2,266CommonSOLE
97717Y543WTAIWISDOMTREE TR$423,3760.08%17,238CommonSOLE
78464A631XARSPDR SERIES TRUST$416,6400.08%1,974CommonSOLE
45783Y541TJULINNOVATOR ETFS TRUST$414,2580.08%14,435CommonSOLE
512807306LRCXLAM RESEARCH CORP$413,9320.08%4,224CommonSOLE
72201R866MUNIPIMCO ETF TR$413,7060.08%8,052CommonSOLE
29364G103ETRENTERGY CORP NEW$412,4010.08%4,917CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$407,2780.08%7,829CommonSOLE
464285204IAUISHARES GOLD TR$400,4120.07%6,388CommonSOLE
45782C797POCTINNOVATOR ETFS TRUST$398,5450.07%9,650CommonSOLE
92204A207VDCVANGUARD WORLD FD$393,9970.07%1,788CommonSOLE
02072L698STXEEA SERIES TRUST$391,2300.07%12,610CommonSOLE
68389X105ORCLORACLE CORP$391,0270.07%1,784CommonSOLE
316188408FLDRFIDELITY MERRIMACK STR TR$388,2890.07%7,753CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$384,4710.07%4,596CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$380,7230.07%8,085CommonSOLE
464288604ISCGISHARES TR$379,4500.07%7,618CommonSOLE
464288307IMCGISHARES TR$375,8620.07%4,680CommonSOLE
45783Y608XDQQINNOVATOR ETFS TRUST$374,8640.07%10,738CommonSOLE
97717W851DXJWISDOMTREE TR$373,3960.07%3,230CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$373,0750.07%6,092CommonSOLE
02072L680STRVEA SERIES TRUST$369,7010.07%9,223CommonSOLE
72201Y101PDIPIMCO DYNAMIC INCOME FD$369,3080.07%19,468CommonSOLE
464287465EFAISHARES TR$367,3620.07%4,108CommonSOLE
26923G822PFFAETFIS SER TR I$362,7340.07%17,410CommonSOLE
097023105BABOEING CO$362,4870.07%1,728CommonSOLE
45782C508PJANINNOVATOR ETFS TRUST$362,4580.07%8,228CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$361,5760.07%8,920CommonSOLE
46429B697USMVISHARES TR$360,7600.07%3,838CommonSOLE
651718504NPKINPK INTERNATIONAL INC$358,7140.07%42,152CommonSOLE
670100205NVONOVO-NORDISK A S$356,0870.07%5,142CommonSOLE
132061300FYLDCAMBRIA ETF TR$355,6750.07%12,164CommonSOLE
464289438IWYISHARES TR$351,9520.07%1,421CommonSOLE
45784N858ZDEKINNOVATOR ETFS TRUST$348,5170.06%14,202CommonSOLE
00724F101ADBEADOBE INC$345,9860.06%886CommonSOLE
46436E403GARPISHARES TR$339,4080.06%5,610CommonSOLE
25460E307COMDIREXION SHS ETF TR$338,1340.06%12,216CommonSOLE
863667101SYKSTRYKER CORPORATION$338,0770.06%854CommonSOLE
244199105DEDEERE & CO$337,8780.06%645CommonSOLE
78468R622JNKSPDR SERIES TRUST$334,0370.06%3,426CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$333,8250.06%10,460CommonSOLE
060505104BACBANK AMERICA CORP$333,3010.06%7,021CommonSOLE
855244109SBUXSTARBUCKS CORP$332,3720.06%3,612CommonSOLE
74347X831TQQQPROSHARES TR$330,4150.06%3,978CommonSOLE
02072L409QMOMEA SERIES TRUST$326,5810.06%5,016CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$323,5560.06%3,996CommonSOLE
82889N830CDXSIMPLIFY EXCHANGE TRADED FUN$320,4100.06%13,724CommonSOLE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$320,1900.06%11,946CommonSOLE
464287887IJTISHARES TR$319,0300.06%2,398CommonSOLE
46429B663HDVISHARES TR$314,1030.06%2,667CommonSOLE
594972408MSTRMICROSTRATEGY INC$313,6820.06%774CommonSOLE
756158101UTGREAVES UTIL INCOME FD$312,6040.06%8,638CommonSOLE
464288406IMCVISHARES TR$311,6600.06%4,092CommonSOLE
756109104OREALTY INCOME CORP$311,5480.06%5,390CommonSOLE
46137V530PNQIINVESCO EXCHANGE TRADED FD T$310,0750.06%5,938CommonSOLE
464288703ISCVISHARES TR$309,8250.06%5,038CommonSOLE
92936U109WPCWP CAREY INC$308,5770.06%4,920CommonSOLE
464287168DVYISHARES TR$308,2040.06%2,316CommonSOLE
98379L100XPELXPEL INC$307,6470.06%8,562CommonSOLE
02072L102QVALEA SERIES TRUST$306,3170.06%6,951CommonSOLE
09290D101BLKBLACKROCK INC$305,3680.06%286CommonSOLE
72201R403TIPZPIMCO ETF TR$302,3840.06%5,676CommonSOLE
464287564ICFISHARES TR$301,4560.06%4,919CommonSOLE
172062101CINFCINCINNATI FINL CORP$301,1160.06%2,022CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$300,1000.06%4,120CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$295,4370.05%2,459CommonSOLE
45782C789BJULINNOVATOR ETFS TRUST$294,3740.05%6,240CommonSOLE
02072L441BUXXEA SERIES TRUST$290,1370.05%14,274CommonSOLE
78468R101SPTSSPDR SERIES TRUST$289,9450.05%9,896CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$288,4160.05%3,200CommonSOLE
464287234EEMISHARES TR$287,8660.05%5,957CommonSOLE
92189H409HYDVANECK ETF TRUST$286,6990.05%5,710CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$283,3230.05%3,063CommonSOLE
45783Y251ZJULINNOVATOR ETFS TRUST$281,3010.05%9,982CommonSOLE
46434V860TFLOISHARES TR$281,1380.05%5,549CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$279,3960.05%1,230CommonSOLE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$277,2240.05%2,155CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$276,1090.05%2,421CommonSOLE
88579Y101MMM3M CO$270,6770.05%1,768CommonSOLE
744320102PRUPRUDENTIAL FINL INC$270,5500.05%2,512CommonSOLE
682680103OKEONEOK INC NEW$267,5430.05%3,268CommonSOLE
25746U109DDOMINION ENERGY INC$267,1740.05%4,701CommonSOLE
02072L508AAVMEA SERIES TRUST$266,3710.05%9,797CommonSOLE
97717W422EPIWISDOMTREE TR$265,6420.05%5,596CommonSOLE
773121108RKLBROCKET LAB CORP$264,9840.05%7,306CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$259,1080.05%10,532CommonSOLE
78464A763SDYSPDR SERIES TRUST$255,7150.05%1,884CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$254,4680.05%1,826CommonSOLE
29444U700EQIXEQUINIX INC$252,2720.05%315CommonSOLE
81141R100SESEA LTD$252,0650.05%1,576CommonSOLE
46138E339SPMOINVESCO EXCH TRADED FD TR II$249,5300.05%2,215CommonSOLE
438516106HONHONEYWELL INTL INC$247,8500.05%1,055CommonSOLE
91532F102UMACUNUSUAL MACHS INC$246,3880.05%28,714CommonSOLE
46434V456IQLTISHARES TR$244,5220.05%5,654CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$243,1630.05%746CommonSOLE
902681105UGIUGI CORP NEW$241,5050.04%6,624CommonSOLE
464287101OEFISHARES TR$241,4030.04%755CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$239,7110.04%690CommonSOLE
23325P104DNPDNP SELECT INCOME FD INC$239,3520.04%24,446CommonSOLE
09290C806THROBLACKROCK ETF TRUST$237,8780.04%6,658CommonSOLE
316092881FMATFIDELITY COVINGTON TRUST$237,3290.04%4,748CommonSOLE
464288885EFGISHARES TR$234,2590.04%2,060CommonSOLE
46138G698RWLINVESCO EXCH TRADED FD TR II$233,0910.04%2,225CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$232,8590.04%2,948CommonSOLE
92189F676SMHVANECK ETF TRUST$230,5700.04%826CommonSOLE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$229,8420.04%4,583CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$229,1070.04%1,784CommonSOLE
46434V290SMLFISHARES TR$228,1700.04%3,349CommonSOLE
615369105MCOMOODYS CORP$227,9930.04%454CommonSOLE
45782C409BJANINNOVATOR ETFS TRUST$227,9190.04%4,525CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$226,5570.04%3,047CommonSOLE
464287630IWNISHARES TR$225,9130.04%1,431CommonSOLE
45782C540PDECINNOVATOR ETFS TRUST$222,5360.04%5,562CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$220,9640.04%2,413CommonSOLE
66538J738THYNORTHERN LIGHTS FD TR$220,6710.04%9,822CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$218,9590.04%2,466CommonSOLE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$216,3640.04%6,419CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$215,2250.04%6,932CommonSOLE
88642R109TDWTIDEWATER INC NEW$214,6460.04%4,610CommonSOLE
09258A107BITBLACKROCK MULTI SECTOR INC T$213,4520.04%14,620CommonSOLE
46435U135IHAKISHARES TR$213,1030.04%3,998CommonSOLE
02072L458STXTEA SERIES TRUST$212,2050.04%10,514CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$211,5440.04%11,239CommonSOLE
25754A201DPZDOMINOS PIZZA INC$210,9170.04%455CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$209,5860.04%1,461CommonSOLE
464288356CMFISHARES TR$207,7290.04%3,726CommonSOLE
464288521USRTISHARES TR$207,0120.04%3,658CommonSOLE
31609A305FELGFIDELITY COVINGTON TRUST$206,1620.04%5,567CommonSOLE
55955D100MGNIMAGNITE INC$205,2950.04%8,496CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$205,2520.04%403CommonSOLE
82509L107SHOPSHOPIFY INC$204,6310.04%1,774CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$203,0140.04%2,552CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$202,3760.04%6,329CommonSOLE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$202,0940.04%4,363CommonSOLE
464288588MBBISHARES TR$201,4590.04%2,121CommonSOLE
629377508NRGNRG ENERGY INC$200,4550.04%1,244CommonSOLE
345370860FFORD MTR CO$196,8480.04%18,139CommonSOLE
71385M107PRMPERIMETER SOLUTIONS INC$186,8060.03%13,418CommonSOLE
27829G106ETJEATON VANCE RISK-MANAGED DIV$179,9410.03%19,905CommonSOLE
42226K105HRHEALTHCARE RLTY TR$178,4700.03%11,237CommonSOLE
74467Q103PUBMPUBMATIC INC$164,9570.03%13,252CommonSOLE
09257A108BCXBLACKROCK RES & COMMODITIES$152,7970.03%16,169CommonSOLE
83089J108SKYTSKYWATER TECHNOLOGY INC$147,8360.03%15,024CommonSOLE
L72967109OECORION S.A.$147,7550.03%14,074CommonSOLE
433535101HQIHIREQUEST INC$128,7700.02%12,858CommonSOLE
83304A106SNAPSNAP INC$123,4850.02%14,210CommonSOLE
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OP$122,9370.02%21,196CommonSOLE
68376D104OPRTOPORTUN FINL CORP$120,2160.02%16,748CommonSOLE
88636J527TIDAL TR II$118,9870.02%18,884CommonSOLE
514766104LFCRLIFECORE BIOMEDICAL INC$106,2860.02%13,088CommonSOLE
74275G107PRTHPRIORITY TECHNOLOGY HLDGS IN$102,5720.02%13,168CommonSOLE
739650109PROPPRAIRIE OPER CO$82,5120.02%27,438CommonSOLE
04040Y109ARISARIS MNG CORP$75,8490.01%11,287CommonSOLE
15961R105CHPTCHARGEPOINT HOLDINGS INC$20,1490.00%28,648CommonSOLE

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.