InvestInfoAI
GWN SECURITIES INC.

Q3 2025 · 13F-HR

GWN SECURITIES INC.holdings as filed

Filed 2025-10-27 · accession 0001172661-25-004439

$432.0M
Reported value
393
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · GWN SECURITIES INC. · Q3 2025

AI · grounded in 13F

GWN SECURITIES INC. established a new position in IVV valued at $12.8M. The fund also initiated new stakes in AAPL for $11.5M and QQQ for $9.5M. Additional new positions include SUB at $8.5M and ICSH at $8.3M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$12.8M2.97%19,038CommonSOLE
037833100AAPLAPPLE INC$11.5M2.67%45,232CommonSOLE
46090E103QQQINVESCO QQQ TR$9.5M2.21%15,867CommonSOLE
464288158SUBISHARES TR$8.5M1.98%79,936CommonSOLE
46434V878ICSHISHARES TR$8.3M1.93%163,858CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$7.8M1.81%11,655CommonSOLE
67066G104NVDANVIDIA CORPORATION$7.7M1.78%41,104CommonSOLE
594918104MSFTMICROSOFT CORP$7.3M1.69%13,855CommonSOLE
92204A702VGTVANGUARD WORLD FD$6.9M1.60%9,228CommonSOLE
45783Y756BUFBINNOVATOR ETFS TRUST$6.2M1.44%173,959CommonSOLE
45783Y814BUFFINNOVATOR ETFS TRUST$5.4M1.25%110,305CommonSOLE
464288679SHVISHARES TR$5.2M1.20%46,758CommonSOLE
464287150ITOTISHARES TR$4.8M1.12%33,256CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.8M1.11%25,658CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$4.7M1.09%29,870CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.7M1.09%24,792CommonSOLE
023135106AMZNAMAZON COM INC$4.6M1.06%20,902CommonSOLE
842587107SOSOUTHERN CO$4.3M1.01%45,722CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$4.1M0.96%33,243CommonSOLE
532457108LLYELI LILLY & CO$3.8M0.87%4,853CommonSOLE
018802108LNTALLIANT ENERGY CORP$3.6M0.84%53,651CommonSOLE
580135101MCDMCDONALDS CORP$3.6M0.83%11,708CommonSOLE
191216100KOCOCA COLA CO$3.6M0.83%53,764CommonSOLE
922908769VTIVANGUARD INDEX FDS$3.6M0.83%10,767CommonSOLE
760759100RSGREPUBLIC SVCS INC$3.5M0.82%15,293CommonSOLE
92204A504VHTVANGUARD WORLD FD$3.5M0.80%13,270CommonSOLE
46432F834IXUSISHARES TR$3.5M0.80%41,803CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.4M0.79%22,064CommonSOLE
147528103CASYCASEYS GEN STORES INC$3.4M0.79%5,957CommonSOLE
94106L109WMWASTE MGMT INC DEL$3.4M0.79%15,243CommonSOLE
501044101KRKROGER CO$3.4M0.78%50,060CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.3M0.77%6,574CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP$3.3M0.75%88,794CommonSOLE
00206R102TAT&T INC$3.3M0.75%115,101CommonSOLE
871829107SYYSYSCO CORP$3.2M0.73%38,289CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.2M0.73%5,073CommonSOLE
922908363VOOVANGUARD INDEX FDS$3.0M0.70%4,950CommonSOLE
00791R830EDGFADVISORS INNER CIRCLE FD II$3.0M0.70%121,702CommonSOLE
66538H179BUYWNORTHERN LTS FD TR IV$3.0M0.70%212,066CommonSOLE
30303M102METAMETA PLATFORMS INC$2.9M0.67%3,948CommonSOLE
58155Q103MCKMCKESSON CORP$2.8M0.64%3,570CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.8M0.64%43,888CommonSOLE
H1467J104CBCHUBB LIMITED$2.7M0.63%9,597CommonSOLE
464287655IWMISHARES TR$2.7M0.62%11,002CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.6M0.60%5,438CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.6M0.59%7,294CommonSOLE
78463V107GLDSPDR GOLD TR$2.5M0.59%7,103CommonSOLE
513272104LWLAMB WESTON HLDGS INC$2.5M0.59%43,539CommonSOLE
66538H591SECTNORTHERN LTS FD TR IV$2.4M0.56%38,394CommonSOLE
760125104RTORENTOKIL INITIAL PLC$2.3M0.54%92,685CommonSOLE
46432F842IEFAISHARES TR$2.3M0.53%26,316CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$2.2M0.51%29,319CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$2.2M0.50%4,682CommonSOLE
464287408IVEISHARES TR$2.1M0.49%10,258CommonSOLE
02079K107GOOGALPHABET INC$2.1M0.48%8,528CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$2.1M0.48%21,087CommonSOLE
31609A503FMDEFIDELITY COVINGTON TRUST$1.9M0.45%53,385CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.9M0.45%6,061CommonSOLE
02079K305GOOGLALPHABET INC$1.9M0.43%7,699CommonSOLE
45783Y673SFLRINNOVATOR ETFS TRUST$1.8M0.43%51,155CommonSOLE
464287457SHYISHARES TR$1.8M0.41%21,519CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$1.8M0.41%18,375CommonSOLE
025072505TAXFAMERICAN CENTY ETF TR$1.7M0.41%34,837CommonSOLE
922908629VOVANGUARD INDEX FDS$1.7M0.39%5,740CommonSOLE
11135F101AVGOBROADCOM INC$1.7M0.39%5,017CommonSOLE
921909768VXUSVANGUARD STAR FDS$1.7M0.39%22,825CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$1.6M0.37%44,507CommonSOLE
69374H881COWZPACER FDS TR$1.6M0.36%27,083CommonSOLE
45782C334NAPRINNOVATOR ETFS TRUST$1.5M0.35%29,026CommonSOLE
45782C664BSEPINNOVATOR ETFS TRUST$1.5M0.35%31,710CommonSOLE
88160R101TSLATESLA INC$1.5M0.35%3,400CommonSOLE
46434V381XTISHARES TR$1.5M0.35%20,894CommonSOLE
46654Q716JBNDJ P MORGAN EXCHANGE TRADED F$1.5M0.35%27,624CommonSOLE
166764100CVXCHEVRON CORP NEW$1.5M0.34%9,455CommonSOLE
09290C723BDYNBLACKROCK ETF TRUST$1.5M0.34%57,587CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.5M0.34%53,287CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.4M0.33%5,087CommonSOLE
437076102HDHOME DEPOT INC$1.4M0.33%3,478CommonSOLE
464288646IGSBISHARES TR$1.4M0.33%26,655CommonSOLE
464287226AGGISHARES TR$1.4M0.32%13,782CommonSOLE
66538H237INTLNORTHERN LTS FD TR IV$1.4M0.32%49,265CommonSOLE
464287119ILCGISHARES TR$1.4M0.32%13,120CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$1.3M0.31%48,883CommonSOLE
931142103WMTWALMART INC$1.3M0.31%12,749CommonSOLE
46434G103IEMGISHARES INC$1.3M0.31%19,921CommonSOLE
46137V845PRNINVESCO EXCHANGE TRADED FD T$1.3M0.30%7,509CommonSOLE
886364231GRNYTIDAL TRUST I$1.3M0.30%51,934CommonSOLE
464287523SOXXISHARES TR$1.3M0.30%4,738CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.3M0.30%40,356CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$1.2M0.28%11,658CommonSOLE
46435U556ARTYISHARES TR$1.2M0.28%26,448CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.2M0.28%9,189CommonSOLE
00287Y109ABBVABBVIE INC$1.2M0.28%5,178CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$1.2M0.28%28,370CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.2M0.28%5,478CommonSOLE
464287309IVWISHARES TR$1.2M0.27%9,745CommonSOLE
45783Y889XBJLINNOVATOR ETFS TRUST$1.1M0.26%29,845CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.25%24,921CommonSOLE
464287242LQDISHARES TR$1.1M0.25%9,741CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$1.1M0.25%10,843CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.1M0.24%13,977CommonSOLE
26922A420QTUMETF SER SOLUTIONS$1.0M0.24%9,905CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$1.0M0.24%21,992CommonSOLE
45782C888BAPRINNOVATOR ETFS TRUST$1.0M0.24%21,623CommonSOLE
78464A284HYMBSPDR SERIES TRUST$1.0M0.23%40,696CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.0M0.23%9,008CommonSOLE
75513E101RTXRTX CORPORATION$1.0M0.23%5,904CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.0M0.23%20,198CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$967,3490.22%24,458CommonSOLE
464287507IJHISHARES TR$949,3350.22%14,501CommonSOLE
464288513HYGISHARES TR$944,7440.22%11,620CommonSOLE
78464A474SPSBSPDR SERIES TRUST$939,3230.22%30,980CommonSOLE
45783Y855BALTINNOVATOR ETFS TRUST$937,9550.22%28,569CommonSOLE
001055102AFLAFLAC INC$935,4710.22%8,356CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$924,0220.21%3,228CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$907,1120.21%16,825CommonSOLE
46432F339QUALISHARES TR$895,4600.21%4,567CommonSOLE
46434V613IUSBISHARES TR$891,8320.21%19,066CommonSOLE
02072L672SHOCEA SERIES TRUST$878,0860.20%14,049CommonSOLE
02209S103MOALTRIA GROUP INC$871,5530.20%13,184CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$870,3710.20%6,128CommonSOLE
126408103CSXCSX CORP$866,1600.20%24,392CommonSOLE
031162100AMGNAMGEN INC$857,8500.20%3,014CommonSOLE
02156V109OKLOOKLO INC$856,9310.20%7,676CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$856,5260.20%921CommonSOLE
46436E718SGOVISHARES TR$849,0660.20%8,423CommonSOLE
464287499IWRISHARES TR$845,6470.20%8,749CommonSOLE
45782C276NJULINNOVATOR ETFS TRUST$843,9640.20%11,795CommonSOLE
46431W705LQDHISHARES U S ETF TR$835,0770.19%8,897CommonSOLE
464288877EFVISHARES TR$829,8120.19%12,200CommonSOLE
45782C615NOCTINNOVATOR ETFS TRUST$828,8020.19%14,582CommonSOLE
92826C839VVISA INC$828,7260.19%2,420CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$823,2570.19%14,416CommonSOLE
718172109PMPHILIP MORRIS INTL INC$820,9300.19%5,036CommonSOLE
02072L714BBLUEA SERIES TRUST$817,4420.19%54,380CommonSOLE
45782C755BJUNINNOVATOR ETFS TRUST$816,1720.19%17,767CommonSOLE
14020Y805CGHMCAPITAL GRP FIXED INCM ETF T$804,6270.19%31,805CommonSOLE
464288687PFFISHARES TR$803,4090.19%25,371CommonSOLE
45782C698BAUGINNOVATOR ETFS TRUST$789,9310.18%16,069CommonSOLE
464287671IUSGISHARES TR$786,5920.18%4,774CommonSOLE
45783Y780XBJAINNOVATOR ETFS TRUST$766,9030.18%24,449CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$765,3490.18%21,182CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$765,3420.18%16,583CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$765,1470.18%30,443CommonSOLE
02072L615STXGEA SERIES TRUST$759,5210.18%15,206CommonSOLE
78464A367SPLBSPDR SERIES TRUST$757,4020.18%32,707CommonSOLE
015564404CNEQTHE ALGER ETF TRUST$752,6180.17%21,352CommonSOLE
45783Y681QFLRINNOVATOR ETFS TRUST$746,9530.17%22,526CommonSOLE
149123101CATCATERPILLAR INC$737,9420.17%1,532CommonSOLE
69374H568PSFFPACER FDS TR$731,3980.17%23,139CommonSOLE
46432F396MTUMISHARES TR$719,6330.17%2,772CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$718,6030.17%8,010CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$714,5050.17%9,127CommonSOLE
922908736VUGVANGUARD INDEX FDS$708,4870.16%1,471CommonSOLE
872540109TJXTJX COS INC NEW$684,6440.16%4,726CommonSOLE
45782C466NJANINNOVATOR ETFS TRUST$678,0540.16%12,690CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$668,5670.15%9,418CommonSOLE
369604301GEGE AEROSPACE$657,7760.15%2,174CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$640,7550.15%14,165CommonSOLE
46434V738IEURISHARES TR$636,4800.15%9,307CommonSOLE
922908538VOTVANGUARD INDEX FDS$631,4340.15%2,127CommonSOLE
30231G102XOMEXXON MOBIL CORP$627,5330.15%5,548CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$626,4750.15%10,543CommonSOLE
922908744VTVVANGUARD INDEX FDS$623,6220.14%3,334CommonSOLE
464287614IWFISHARES TR$619,5400.14%1,315CommonSOLE
464287465EFAISHARES TR$616,1750.14%6,589CommonSOLE
464287721IYWISHARES TR$602,7740.14%3,041CommonSOLE
64110L106NFLXNETFLIX INC$596,9290.14%494CommonSOLE
922908595VBKVANGUARD INDEX FDS$594,4980.14%1,983CommonSOLE
464285204IAUISHARES GOLD TR$585,6170.14%8,013CommonSOLE
14020Y607CGSMCAPITAL GRP FIXED INCM ETF T$582,0380.13%22,073CommonSOLE
464287804IJRISHARES TR$579,3090.13%4,871CommonSOLE
254687106DISDISNEY WALT CO$572,8160.13%4,995CommonSOLE
132061508GMOMCAMBRIA ETF TR$571,6980.13%17,667CommonSOLE
31609A206FESMFIDELITY COVINGTON TRUST$570,4850.13%15,593CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$568,3930.13%9,476CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$565,4900.13%3,341CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$564,7020.13%2,990CommonSOLE
25434V302DFAEDIMENSIONAL ETF TRUST$558,5120.13%17,688CommonSOLE
595112103MUMICRON TECHNOLOGY INC$552,0830.13%3,299CommonSOLE
46429B663HDVISHARES TR$549,3710.13%4,458CommonSOLE
718546104PSXPHILLIPS 66$548,0270.13%3,980CommonSOLE
713448108PEPPEPSICO INC$544,9280.13%3,818CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$536,0940.12%7,824CommonSOLE
00724F101ADBEADOBE INC$533,6320.12%1,491CommonSOLE
464287432TLTISHARES TR$532,2900.12%5,947CommonSOLE
45783Y244JAJLINNOVATOR ETFS TRUST$530,7220.12%18,522CommonSOLE
92204A306VDEVANGUARD WORLD FD$530,1340.12%4,198CommonSOLE
316092246FCLDFIDELITY COVINGTON TRUST$529,3630.12%18,035CommonSOLE
316092782FVALFIDELITY COVINGTON TRUST$528,2840.12%7,651CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$528,1980.12%3,264CommonSOLE
74340W103PLDPROLOGIS INC.$526,1680.12%4,579CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$522,3650.12%3,382CommonSOLE
92840M102VSTVISTRA CORP$521,1830.12%2,655CommonSOLE
464287663IUSVISHARES TR$520,6710.12%5,202CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$515,7690.12%9,503CommonSOLE
25434V104DFAUDIMENSIONAL ETF TRUST$504,9360.12%11,028CommonSOLE
46435U853USHYISHARES TR$500,4360.12%13,227CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$500,0300.12%2,737CommonSOLE
461202103INTUINTUIT$499,4630.12%729CommonSOLE
02072L581STXDEA SERIES TRUST$493,8080.11%13,514CommonSOLE
45782C409BJANINNOVATOR ETFS TRUST$493,7890.11%9,303CommonSOLE
464289438IWYISHARES TR$491,0720.11%1,788CommonSOLE
25746U109DDOMINION ENERGY INC$490,5160.11%7,980CommonSOLE
45782C557BDECINNOVATOR ETFS TRUST$487,4490.11%10,170CommonSOLE
45783Y608XDQQINNOVATOR ETFS TRUST$485,6690.11%12,833CommonSOLE
95040Q104WELLWELLTOWER INC$479,2500.11%2,679CommonSOLE
46429B655FLOTISHARES TR$473,4070.11%9,255CommonSOLE
464287234EEMISHARES TR$472,3360.11%8,844CommonSOLE
46434V621DGROISHARES TR$472,2200.11%6,913CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$470,8890.11%3,293CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$467,0710.11%8,116CommonSOLE
060505104BACBANK AMERICA CORP$462,2310.11%8,910CommonSOLE
91529Y106UNMUNUM GROUP$459,4910.11%5,890CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$458,1950.11%567CommonSOLE
29444U700EQIXEQUINIX INC$456,2880.11%569CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$450,2430.10%8,081CommonSOLE
464289479ILTBISHARES TR$440,8630.10%8,724CommonSOLE
45783Y541TJULINNOVATOR ETFS TRUST$437,4920.10%14,934CommonSOLE
92647X822SFLOVICTORY PORTFOLIOS II$434,6110.10%14,930CommonSOLE
464289875AOMISHARES TR$434,4080.10%9,130CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$433,5580.10%6,063CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$433,1780.10%1,922CommonSOLE
922908512VOEVANGUARD INDEX FDS$432,6390.10%2,466CommonSOLE
29364G103ETRENTERGY CORP NEW$432,2600.10%4,598CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$430,1650.10%1,789CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$429,4530.10%2,394CommonSOLE
31609A305FELGFIDELITY COVINGTON TRUST$429,3030.10%10,438CommonSOLE
464288604ISCGISHARES TR$426,9350.10%7,850CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$421,0050.10%6,477CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$418,1900.10%3,509CommonSOLE
922908553VNQVANGUARD INDEX FDS$412,5130.10%4,509CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$408,3710.09%2,273CommonSOLE
58933Y105MRKMERCK & CO INC$408,2040.09%4,815CommonSOLE
14020R107CGGECAPITAL GROUP GLOBAL EQUITY$405,4390.09%13,163CommonSOLE
92189F387SHYDVANECK ETF TRUST$403,1770.09%17,606CommonSOLE
78464A300SLYVSPDR SERIES TRUST$398,4630.09%4,448CommonSOLE
02072L698STXEEA SERIES TRUST$397,5680.09%12,084CommonSOLE
404280406HSBCHSBC HLDGS PLC$396,9510.09%5,560CommonSOLE
464288307IMCGISHARES TR$396,5790.09%4,788CommonSOLE
45782C508PJANINNOVATOR ETFS TRUST$389,3860.09%8,497CommonSOLE
316188408FLDRFIDELITY MERRIMACK STR TR$383,8210.09%7,644CommonSOLE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$383,3420.09%11,057CommonSOLE
26923G822PFFAETFIS SER TR I$382,6410.09%17,620CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$379,7170.09%4,342CommonSOLE
02072L680STRVEA SERIES TRUST$379,0470.09%8,770CommonSOLE
097023105BABOEING CO$374,2480.09%1,732CommonSOLE
45784N858ZDEKINNOVATOR ETFS TRUST$373,8980.09%14,800CommonSOLE
66537J796PTLNORTHERN LTS FD TR IV$373,8770.09%1,500CommonSOLE
55354G100MSCIMSCI INC$373,5220.09%658CommonSOLE
46436E403GARPISHARES TR$369,6990.09%5,618CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$367,9000.09%14,309CommonSOLE
132061300FYLDCAMBRIA ETF TR$366,9190.08%11,757CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$364,5170.08%2,612CommonSOLE
47215P106JDJD.COM INC$363,4430.08%10,390CommonSOLE
69344A107PULSPGIM ETF TR$361,5690.08%7,248CommonSOLE
008492100ADCAGREE RLTY CORP$357,6560.08%4,992CommonSOLE
464287101OEFISHARES TR$353,0790.08%1,029CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$351,8210.08%5,228CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$351,5950.08%3,588CommonSOLE
464288703ISCVISHARES TR$350,6070.08%5,249CommonSOLE
31613E103FETHFIDELITY ETHEREUM FD$342,7920.08%8,250CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$341,7640.08%1,377CommonSOLE
45782C797POCTINNOVATOR ETFS TRUST$341,0500.08%7,913CommonSOLE
98149E303GLDMWORLD GOLD TR$340,7390.08%4,448CommonSOLE
464288406IMCVISHARES TR$340,3440.08%4,225CommonSOLE
13321L108CCJCAMECO CORP$339,6840.08%4,049CommonSOLE
46429B697USMVISHARES TR$334,8440.08%3,518CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$332,7440.08%9,727CommonSOLE
46137V530PNQIINVESCO EXCHANGE TRADED FD T$331,5700.08%5,923CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$330,1540.08%473CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$323,7940.07%3,695CommonSOLE
75605Y106ANYWHERE REAL ESTATE INC$321,1550.07%30,324CommonSOLE
172062101CINFCINCINNATI FINL CORP$319,6790.07%2,022CommonSOLE
46428Q109SLVISHARES SILVER TR$318,3880.07%7,514CommonSOLE
03831W108APPAPPLOVIN CORP$317,6310.07%442CommonSOLE
464287564ICFISHARES TR$316,0500.07%5,120CommonSOLE
316092881FMATFIDELITY COVINGTON TRUST$315,6620.07%6,006CommonSOLE
512807306LRCXLAM RESEARCH CORP$315,2630.07%2,327CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$314,8510.07%7,358CommonSOLE
68389X105ORCLORACLE CORP$312,9740.07%1,109CommonSOLE
74347X831TQQQPROSHARES TR$310,0510.07%2,997CommonSOLE
90470L568ABEQUNIFIED SER TR$309,3910.07%8,562CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$307,7980.07%7,854CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$304,6210.07%1,055CommonSOLE
88579Y101MMM3M CO$304,0710.07%1,940CommonSOLE
78464A631XARSPDR SERIES TRUST$303,0940.07%1,289CommonSOLE
74348A467NOBLPROSHARES TR$302,0690.07%2,920CommonSOLE
66538J720MRSKNORTHERN LIGHTS FD TR$300,9330.07%8,440CommonSOLE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$296,6780.07%6,048CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$293,0040.07%3,464CommonSOLE
45783Y251ZJULINNOVATOR ETFS TRUST$292,0770.07%10,166CommonSOLE
457642205INODINNODATA INC$288,6170.07%3,745CommonSOLE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$286,5650.07%2,118CommonSOLE
09290C806THROBLACKROCK ETF TRUST$284,1010.07%7,474CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$279,9300.06%490CommonSOLE
02072L441BUXXEA SERIES TRUST$278,9990.06%13,751CommonSOLE
46435U135IHAKISHARES TR$277,4500.06%5,301CommonSOLE
79466L302CRMSALESFORCE INC$276,9260.06%1,167CommonSOLE
78468R663BILSPDR SERIES TRUST$273,9460.06%2,983CommonSOLE
G5960L103MDTMEDTRONIC PLC$273,3610.06%2,850CommonSOLE
97717W547WTVWISDOMTREE TR$273,1770.06%2,989CommonSOLE
882508104TXNTEXAS INSTRS INC$272,6730.06%1,472CommonSOLE
003261104BCIABRDN ETFS$271,1330.06%12,587CommonSOLE
45782C789BJULINNOVATOR ETFS TRUST$270,9470.06%5,443CommonSOLE
464288588MBBISHARES TR$268,9020.06%2,786CommonSOLE
464287887IJTISHARES TR$260,7940.06%1,843CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$259,5140.06%3,275CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$259,4940.06%7,554CommonSOLE
74933W452TBILRBB FD INC$256,2500.06%5,125CommonSOLE
46434V860TFLOISHARES TR$255,4270.06%5,044CommonSOLE
46138G698RWLINVESCO EXCH TRADED FD TR II$255,0910.06%2,296CommonSOLE
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$254,9110.06%9,282CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$254,8700.06%1,831CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$252,7680.06%2,522CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$251,5770.06%2,484CommonSOLE
46434V290SMLFISHARES TR$251,1520.06%3,371CommonSOLE
922908751VBVANGUARD INDEX FDS$251,0680.06%982CommonSOLE
09290D101BLKBLACKROCK INC$250,6410.06%210CommonSOLE
46434V456IQLTISHARES TR$249,3620.06%5,639CommonSOLE
921932778VIOVVANGUARD ADMIRAL FDS INC$249,1990.06%2,612CommonSOLE
72201R866MUNIPIMCO ETF TR$244,9420.06%4,681CommonSOLE
97717Y543WTAIWISDOMTREE TR$243,5320.06%8,524CommonSOLE
464287168DVYISHARES TR$242,4230.06%1,706CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$240,4030.06%4,745CommonSOLE
74347G606TDVPROSHARES TR$238,5770.06%2,744CommonSOLE
92204A207VDCVANGUARD WORLD FD$237,2590.05%1,104CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$235,7190.05%3,895CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$235,5000.05%1,154CommonSOLE
25460E307COMDIREXION SHS ETF TR$234,0910.05%8,133CommonSOLE
205750409LODECOMSTOCK INC$234,0130.05%68,423CommonSOLE
464288281EMBISHARES TR$231,8220.05%2,423CommonSOLE
765504105RRRICHTECH ROBOTICS INC$231,7380.05%54,011CommonSOLE
66538H278TMATNORTHERN LTS FD TR IV$231,0280.05%8,493CommonSOLE
23325P104DNPDNP SELECT INCOME FD INC$229,8030.05%22,956CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$229,0280.05%1,465CommonSOLE
717081103PFEPFIZER INC$228,9450.05%8,961CommonSOLE
56035L104MAINMAIN STR CAP CORP$228,2260.05%3,588CommonSOLE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$226,2540.05%4,499CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$225,0780.05%4,730CommonSOLE
464288653TLHISHARES TR$222,7560.05%2,140CommonSOLE
02072L409QMOMEA SERIES TRUST$218,9400.05%3,385CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$218,0190.05%12,624CommonSOLE
464288356CMFISHARES TR$217,7600.05%3,817CommonSOLE
46138E339SPMOINVESCO EXCH TRADED FD TR II$217,5440.05%1,791CommonSOLE
747525103QCOMQUALCOMM INC$217,2450.05%1,295CommonSOLE
78464A862XSDSPDR SERIES TRUST$217,0400.05%664CommonSOLE
464288885EFGISHARES TR$216,9380.05%1,874CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$216,8720.05%2,945CommonSOLE
046433108ATROASTRONICS CORP$215,7750.05%4,723CommonSOLE
02072L102QVALEA SERIES TRUST$215,5720.05%4,615CommonSOLE
464289859AOAISHARES TR$215,1510.05%2,438CommonSOLE
464287879IJSISHARES TR$213,8850.05%1,924CommonSOLE
81141R100SESEA LTD$213,7470.05%1,196CommonSOLE
45782C540PDECINNOVATOR ETFS TRUST$212,7050.05%5,056CommonSOLE
345370860FFORD MTR CO$211,5430.05%17,674CommonSOLE
Y1771G102CMRECOSTAMARE INC$210,7040.05%17,677CommonSOLE
378973507GSATGLOBALSTAR INC$209,3500.05%5,748CommonSOLE
69374H857CALFPACER FDS TR$209,1040.05%4,774CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$208,1800.05%10,297CommonSOLE
438516106HONHONEYWELL INTL INC$208,1290.05%978CommonSOLE
464288521USRTISHARES TR$207,4200.05%3,531CommonSOLE
904767704UNILEVER PLC$206,7050.05%3,467CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$206,2600.05%6,592CommonSOLE
02072L458STXTEA SERIES TRUST$205,7610.05%10,140CommonSOLE
G21307106CINTCI&T INC$205,0030.05%39,748CommonSOLE
M0854Q105ALLTALLOT LTD$203,6990.05%19,241CommonSOLE
45782C771BOCTINNOVATOR ETFS TRUST$203,3640.05%4,200CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$202,8340.05%1,323CommonSOLE
092528504CLOABLACKROCK ETF TRUST II$202,0140.05%3,879CommonSOLE
M8740S227TATTTAT TECHNOLOGIES LTD$201,5190.05%4,559CommonSOLE
16411R208LNGCHENIERE ENERGY INC$201,4500.05%853CommonSOLE
651718504NPKINPK INTERNATIONAL INC$200,5580.05%17,693CommonSOLE
45782C532UDECINNOVATOR ETFS TRUST$200,4600.05%5,224CommonSOLE
009496100AIRSAIRSCULPT TECHNOLOGIES INC$199,7530.05%24,907CommonSOLE
535219109LINDLINDBLAD EXPEDITIONS HLDGS I$198,0250.05%15,431CommonSOLE
09258A107BITBLACKROCK MULTI SECTOR INC T$195,7620.05%14,620CommonSOLE
032332504ASYSAMTECH SYS INC$189,1370.04%20,423CommonSOLE
05637B105BLZEBACKBLAZE INC$186,1540.04%20,060CommonSOLE
42226K105HRHEALTHCARE RLTY TR$184,0320.04%10,176CommonSOLE
75321W103PACKRANPAK HOLDINGS CORP$180,5690.04%32,108CommonSOLE
27829G106ETJEATON VANCE RISK-MANAGED DIV$178,9460.04%19,905CommonSOLE
09257A108BCXBLACKROCK RES & COMMODITIES$164,4400.04%16,169CommonSOLE
L01800108ALVOALVOTECH$160,4530.04%19,591CommonSOLE
22658D100CRCTCRICUT INC$159,2840.04%25,304CommonSOLE
8676EP108STKLSUNOPTA INC$157,8770.04%26,894CommonSOLE
433535101HQIHIREQUEST INC$157,4650.04%16,366CommonSOLE
G17977110BURBURFORD CAP LTD$131,9140.03%11,010CommonSOLE
20464U100COMPCOMPASS INC$100,2710.02%12,487CommonSOLE
74467Q103PUBMPUBMATIC INC$99,7770.02%12,045CommonSOLE
514766104LFCRLIFECORE BIOMEDICAL INC$93,0620.02%12,626CommonSOLE
88636J527TIDAL TRUST II$63,8880.01%11,679CommonSOLE
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OP$62,8460.01%10,598CommonSOLE

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.