MondegarAI
GUGGENHEIM CAPITAL LLC

Q3 2024 · 13F-HR

GUGGENHEIM CAPITAL LLCholdings as filed

Filed 2024-11-13 · accession 0001283072-24-000007

$14.29B
Reported value
1,856
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1856

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$497.0M3.48%4,092,244CommonSHARED
037833100AAPLAPPLE INC$476.6M3.34%2,045,587CommonSHARED
594918104MSFTMICROSOFT CORP$453.9M3.18%1,054,737CommonSHARED
11135F101AVGOBROADCOM INC$291.3M2.04%1,688,910CommonSHARED
30303M102METAMETA PLATFORMS INC$270.7M1.89%472,862CommonSHARED
023135106AMZNAMAZON COM INC$265.4M1.86%1,424,258CommonSHARED
92206C870VCITVANGUARD SCOTTSDALE FDS$196.3M1.37%2,343,380CommonSHARED
02079K305GOOGLALPHABET INC$163.8M1.15%987,496CommonSHARED
88160R101TSLATESLA INC$143.7M1.01%549,416CommonSHARED
747525103QCOMQUALCOMM INC$137.5M0.96%808,425CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$133.3M0.93%150,324CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$125.5M0.88%218,601CommonSHARED
02079K107GOOGALPHABET INC$120.5M0.84%720,466CommonSHARED
17275R102CSCOCISCO SYS INC$120.2M0.84%2,257,940CommonSHARED
038222105AMATAPPLIED MATLS INC$106.4M0.74%526,644CommonSHARED
713448108PEPPEPSICO INC$95.9M0.67%563,727CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$94.8M0.66%578,046CommonSHARED
191216100KOCOCA COLA CO$83.5M0.58%1,162,351CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$81.9M0.57%142,800CALLSHARED
78462F103SPYSPDR S&P 500 ETF TR$81.9M0.57%142,800PUTSHARED
00724F101ADBEADOBE INC$81.1M0.57%156,629CommonSHARED
64110L106NFLXNETFLIX INC$80.1M0.56%112,938CommonSHARED
031162100AMGNAMGEN INC$79.5M0.56%246,694CommonSHARED
94106L109WMWASTE MGMT INC DEL$77.9M0.54%375,065CommonSHARED
20030N101CMCSACOMCAST CORP NEW$75.3M0.53%1,801,948CommonSHARED
G54950103LINLINDE PLC$74.5M0.52%156,327CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$74.3M0.52%217,481CommonSHARED
872590104TMUST-MOBILE US INC$74.0M0.52%358,770CommonSHARED
512807108LRCXEURLAM RESEARCH CORP$72.6M0.51%88,965CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$70.8M0.50%335,736CommonSHARED
92826C839VVISA INC$68.8M0.48%250,175CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$68.5M0.48%16,261CommonSHARED
609207105MDLZMONDELEZ INTL INC$67.3M0.47%913,715CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$66.7M0.47%174,753CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$66.7M0.47%301,541CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$64.8M0.45%139,291CommonSHARED
882508104TXNTEXAS INSTRS INC$62.8M0.44%303,920CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$62.3M0.44%126,252CommonSHARED
855244109SBUXSTARBUCKS CORP$62.3M0.44%639,239CommonSHARED
438516106HONHONEYWELL INTL INC$61.9M0.43%299,428CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$57.9M0.41%99,001CommonSHARED
375558103GILDGILEAD SCIENCES INC$57.1M0.40%681,490CommonSHARED
00287Y109ABBVABBVIE INC$55.0M0.38%278,527CommonSHARED
74340W103PLDPROLOGIS INC.$54.1M0.38%428,698CommonSHARED
30231G102XOMEXXON MOBIL CORP$54.1M0.38%461,563CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$52.6M0.37%1,171,369CommonSHARED
81762P102NOWSERVICENOW INC$51.8M0.36%57,911CommonSHARED
G5960L103MDTMEDTRONIC PLC$51.0M0.36%566,450CommonSHARED
032654105ADIANALOG DEVICES INC$50.6M0.35%219,878CommonSHARED
29444U700EQIXEQUINIX INC$50.6M0.35%56,968CommonSHARED
478160104JNJJOHNSON & JOHNSON$50.2M0.35%309,860CommonSHARED
482480100KLACKLA CORP$50.2M0.35%64,788CommonSHARED
009158106APDAIR PRODS & CHEMS INC$50.1M0.35%168,385CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$49.6M0.35%179,115CommonSHARED
580135101MCDMCDONALDS CORP$48.8M0.34%160,138CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$47.9M0.34%97,537CommonSHARED
907818108UNPUNION PAC CORP$47.4M0.33%192,454CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$46.8M0.33%455,877CommonSHARED
461202103INTUINTUIT$46.7M0.33%75,152CommonSHARED
166764100CVXCHEVRON CORP NEW$46.3M0.32%314,351CommonSHARED
98978V103ZTSZOETIS INC$46.0M0.32%235,264CommonSHARED
595112103MUMICRON TECHNOLOGY INC$45.7M0.32%440,352CommonSHARED
65339F101NEENEXTERA ENERGY INC$45.7M0.32%540,218CommonSHARED
34959E109FTNTFORTINET INC$44.1M0.31%569,177CommonSHARED
871829107SYYSYSCO CORP$42.3M0.30%541,909CommonSHARED
58933Y105MRKMERCK & CO INC$40.7M0.28%358,486CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$40.3M0.28%38,364CommonSHARED
871607107SNPSSYNOPSYS INC$39.8M0.28%78,692CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$39.5M0.28%508,712CommonSHARED
717081103PFEPFIZER INC$38.3M0.27%1,322,993CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$37.3M0.26%721,278CommonSHARED
548661107LOWLOWES COS INC$37.3M0.26%137,750CommonSHARED
09247X101BLKCHFBLACKROCK INC$36.6M0.26%38,523CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$36.2M0.25%73,020CommonSHARED
244199105DEDEERE & CO$35.4M0.25%84,835CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$34.9M0.24%255,990CommonSHARED
231021106CMICUMMINS INC$34.3M0.24%105,783CommonSHARED
79466L302CRMSALESFORCE INC$33.4M0.23%122,111CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$32.9M0.23%571,821CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$32.7M0.23%283,180CommonSHARED
532457108LLYELI LILLY & CO$32.5M0.23%36,715CommonSHARED
458140100INTCINTEL CORP$32.4M0.23%1,380,854CommonSHARED
78467V608SRLNSSGA ACTIVE ETF TR$32.4M0.23%775,585CommonSHARED
87612E106TGTTARGET CORP$32.3M0.23%207,147CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$31.5M0.22%121,109CommonSHARED
172908105CTASCINTAS CORP$30.5M0.21%148,339CommonSHARED
277432100EMNEASTMAN CHEM CO$30.3M0.21%270,810CommonSHARED
742718109PGPROCTER AND GAMBLE CO$30.3M0.21%174,967CommonSHARED
052769106ADSKAUTODESK INC$30.3M0.21%109,846CommonSHARED
253868103DLRDIGITAL RLTY TR INC$29.6M0.21%183,104CommonSHARED
74460D109PSAPUBLIC STORAGE OPER CO$29.4M0.21%80,664CommonSHARED
718172109PMPHILIP MORRIS INTL INC$29.3M0.21%241,701CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$29.2M0.20%404,470CommonSHARED
550021109LULULULULEMON ATHLETICA INC$28.6M0.20%105,501CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$28.5M0.20%165,497CommonSHARED
464287457SHYISHARES TR$28.1M0.20%338,010CommonSHARED
701094104PHPARKER-HANNIFIN CORP$27.7M0.19%43,775CommonSHARED
09260D107BXBLACKSTONE INC$27.6M0.19%180,041CommonSHARED
30034W106EVRGEVERGY INC$27.2M0.19%437,881CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$26.6M0.19%340,485CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$26.5M0.19%113,798CommonSHARED
G29183103ETNEATON CORP PLC$26.2M0.18%79,187CommonSHARED
931142103WMTWALMART INC$26.2M0.18%324,075CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$26.2M0.18%162,807CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$25.9M0.18%56,338CommonSHARED
58733R102MELIMERCADOLIBRE INC$25.8M0.18%12,592CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$25.8M0.18%495,256CommonSHARED
457187102INGRINGREDION INC$25.4M0.18%184,890CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$25.3M0.18%105,442CommonSHARED
670837103OGEOGE ENERGY CORP$25.1M0.18%611,074CommonSHARED
852234AJ2XYZ 0 05/01/26BLOCK INC$25.0M0.17%27,121,000CommonSHARED
925652109VICIVICI PPTYS INC$24.9M0.17%748,260CommonSHARED
30225T102EXREXTRA SPACE STORAGE INC$24.1M0.17%133,695CommonSHARED
N07059210ASMLASML HOLDING N V$24.0M0.17%28,794CommonSHARED
437076102HDHOME DEPOT INC$23.8M0.17%58,814CommonSHARED
500754106KHCKRAFT HEINZ CO$23.7M0.17%675,301CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$23.7M0.17%38,293CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$23.5M0.16%1,065,643CommonSHARED
95040Q104WELLWELLTOWER INC$23.4M0.16%182,998CommonSHARED
743315103PGRPROGRESSIVE CORP$23.4M0.16%92,094CommonSHARED
015271109AREALEXANDRIA REAL ESTATE EQ IN$23.1M0.16%194,402CommonSHARED
126650100CVSCVS HEALTH CORP$23.1M0.16%366,844CommonSHARED
872540109TJXTJX COS INC NEW$22.4M0.16%190,749CommonSHARED
149123101CATCATERPILLAR INC$22.3M0.16%56,973CommonSHARED
00206R102TAT&T INC$22.0M0.15%1,000,744CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$21.9M0.15%19,035CommonSHARED
29261A100EHCENCOMPASS HEALTH CORP$21.5M0.15%222,615CommonSHARED
722304102PDDPDD HOLDINGS INC$21.4M0.15%158,865CommonSHARED
30161N101EXCEXELON CORP$21.2M0.15%522,030CommonSHARED
260557103DOWDOW INC$21.1M0.15%386,112CommonSHARED
281020107EIXEDISON INTL$21.1M0.15%242,113CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$21.0M0.15%74,804CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$21.0M0.15%77,361CommonSHARED
H1467J104CBCHUBB LIMITED$20.8M0.15%72,230CommonSHARED
29364G103ETRENTERGY CORP NEW$20.8M0.15%157,819CommonSHARED
756109104OREALTY INCOME CORP$20.8M0.15%327,280CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$20.7M0.14%78,862CommonSHARED
571903202MARMARRIOTT INTL INC NEW$20.5M0.14%82,491CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$20.1M0.14%402,647CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$19.9M0.14%117,999CommonSHARED
949746101WMT2WELLS FARGO CO NEW$19.8M0.14%349,877CommonSHARED
723484101PNWPINNACLE WEST CAP CORP$19.3M0.14%218,355CommonSHARED
98138H101WDAYWORKDAY INC$19.2M0.13%78,652CommonSHARED
427866108HSYHERSHEY CO$19.1M0.13%99,452CommonSHARED
56585A102MPCMARATHON PETE CORP$19.0M0.13%116,765CommonSHARED
517834107LVSLAS VEGAS SANDS CORP$18.9M0.13%375,482CommonSHARED
126408103CSXCSX CORP$18.9M0.13%547,075CommonSHARED
78464A359CWBSPDR SER TR$18.8M0.13%245,535CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$18.8M0.13%84,231CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$18.8M0.13%233,628CommonSHARED
91529Y106UNMUNUM GROUP$18.7M0.13%315,330CommonSHARED
47233W109JEFJEFFERIES FINL GROUP INC$18.6M0.13%302,991CommonSHARED
060505104BACBANK AMERICA CORP$18.5M0.13%467,142CommonSHARED
260003108DOVDOVER CORP$18.5M0.13%96,412CommonSHARED
651639106NEMNEWMONT CORP$18.4M0.13%344,004CommonSHARED
231561101CWCURTISS WRIGHT CORP$18.3M0.13%55,636CommonSHARED
217204106CPRTCOPART INC$18.2M0.13%348,044CommonSHARED
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$18.2M0.13%1,559,726CommonSHARED
291011104EMREMERSON ELEC CO$18.1M0.13%165,070CommonSHARED
25809K105DASHDOORDASH INC$18.0M0.13%126,230CommonSHARED
880770102TERTERADYNE INC$18.0M0.13%134,059CommonSHARED
46138G508BKLNINVESCO EXCH TRADED FD TR II$17.8M0.12%846,593CommonSHARED
680223104ORIOLD REP INTL CORP$17.7M0.12%499,240CommonSHARED
65473P105NINISOURCE INC$17.6M0.12%507,365CommonSHARED
278277108EOSEATON VANCE ENHANCED EQUITY$17.6M0.12%809,600CommonSHARED
67070X101NZFNUVEEN MUNICIPAL CREDIT INC$17.5M0.12%1,332,219CommonSHARED
09254F100MQYBLACKROCK MUNIYILD QULT FD I$17.3M0.12%1,318,767CommonSHARED
67066Y105NACNUVEEN CA QUALTY MUN INCOME$17.0M0.12%1,433,057CommonSHARED
46187W107INVHINVITATION HOMES INC$17.0M0.12%480,906CommonSHARED
78463V107GLDSPDR GOLD TR$16.9M0.12%69,709CommonSHARED
040413106ANETEURARISTA NETWORKS INC$16.9M0.12%44,029CommonSHARED
693718108PCARPACCAR INC$16.8M0.12%170,732CommonSHARED
316773100FITBFIFTH THIRD BANCORP$16.8M0.12%392,549CommonSHARED
525327102LDOSLEIDOS HOLDINGS INC$16.7M0.12%102,359CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$16.7M0.12%444,782CommonSHARED
254687106DISDISNEY WALT CO$16.6M0.12%172,325CommonSHARED
09251A104BDJBLACKROCK ENHANCED EQUITY DI$16.3M0.11%1,889,673CommonSHARED
09254E103MYIBLACKROCK MUNIYIELD QUALITY$16.3M0.11%1,358,280CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$16.2M0.11%29,131CommonSHARED
046353108AZNNASTRAZENECA PLC$16.2M0.11%207,350CommonSHARED
670346105NUENUCOR CORP$15.9M0.11%105,971CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$15.9M0.11%36,355CommonSHARED
219350105GLWCORNING INC$15.7M0.11%348,725CommonSHARED
40170T106GUGGUGGENHEIM ACTIVE ALLOC FD$15.7M0.11%950,000CommonSHARED
704326107PAYXPAYCHEX INC$15.7M0.11%116,917CommonSHARED
88579Y101MMM3M CO$15.5M0.11%113,716CommonSHARED
67071L106NVGNUVEEN AMT FREE MUN CR INC F$15.5M0.11%1,159,778CommonSHARED
670651108XNCMXNUVEEN CALIFORNIA AMT QLT MU$15.5M0.11%1,141,235CommonSHARED
27829C105ETWEATON VANCE TAX-MANAGED GLOB$15.4M0.11%1,779,431CommonSHARED
778296103ROSTROSS STORES INC$15.4M0.11%102,446CommonSHARED
27828Y108ETVEATON VANCE TAX-MANAGED BUY-$15.4M0.11%1,114,686CommonSHARED
464288646IGSBISHARES TR$15.3M0.11%290,464CommonSHARED
83088M102SWKSSKYWORKS SOLUTIONS INC$15.3M0.11%154,826CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$15.2M0.11%230,764CommonSHARED
464287242LQDISHARES TR$15.0M0.10%132,793CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$14.9M0.10%204,000CommonSHARED
009066101ABNBAIRBNB INC$14.9M0.10%117,759CommonSHARED
125523100CITHE CIGNA GROUP$14.9M0.10%42,999CommonSHARED
320517105FHNFIRST HORIZON CORPORATION$14.9M0.10%958,793CommonSHARED
297178105ESSESSEX PPTY TR INC$14.8M0.10%50,265CommonSHARED
09254L107MUCBLACKROCK MUNIHLDNGS CALI QL$14.7M0.10%1,277,172CommonSHARED
21036P108STZCONSTELLATION BRANDS INC$14.6M0.10%56,771CommonSHARED
78409V104SPGIS&P GLOBAL INC$14.6M0.10%28,308CommonSHARED
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$14.6M0.10%997,749CommonSHARED
902973304USBUS BANCORP DEL$14.5M0.10%316,453CommonSHARED
89832Q109TFCTRUIST FINL CORP$14.3M0.10%334,962CommonSHARED
075887109BDXBECTON DICKINSON & CO$14.3M0.10%59,268CommonSHARED
002824100ABTABBOTT LABS$14.2M0.10%124,704CommonSHARED
92189F437ANGLVANECK ETF TRUST$14.1M0.10%480,979CommonSHARED
670928100NUVNUVEEN MUN VALUE FD INC$14.1M0.10%1,567,532CommonSHARED
067901108ABXBARRICK GOLD CORP$14.1M0.10%709,589CommonSHARED
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$14.1M0.10%1,112,948CommonSHARED
85254J102STAGSTAG INDL INC$14.0M0.10%357,126CommonSHARED
682189105ONON SEMICONDUCTOR CORP$13.9M0.10%190,854CommonSHARED
092508100BTZBLACKROCK CR ALLOCATION INCO$13.7M0.10%1,215,036CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$13.7M0.10%23,387CommonSHARED
23804L103DDOGDATADOG INC$13.7M0.10%118,762CommonSHARED
759509102RSRELIANCE INC$13.7M0.10%47,225CommonSHARED
09254J102MUABLACKROCK MUNIASSETS FD INC$13.6M0.10%1,098,178CommonSHARED
55303J106MGPIMGP INGREDIENTS INC NEW$13.5M0.09%162,569CommonSHARED
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$13.5M0.09%1,130,400CommonSHARED
401664107GBABGUGGENHEIM TAXABLE MUNICP BO$13.5M0.09%768,984CommonSHARED
04621X108AIZASSURANT INC$13.5M0.09%67,960CommonSHARED
311900104FASTFASTENAL CO$13.4M0.09%187,671CommonSHARED
78468R622JNKSPDR SER TR$13.4M0.09%136,964CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$13.3M0.09%128,240CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$13.2M0.09%171,141CommonSHARED
27827X101EIMEATON VANCE MUN BD FD$13.2M0.09%1,223,210CommonSHARED
59156R108METMETLIFE INC$13.2M0.09%159,495CommonSHARED
67066V101NADNUVEEN QUALITY MUNCP INCOME$13.1M0.09%1,059,608CommonSHARED
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$13.1M0.09%242,905CommonSHARED
298736109EEFTEURONET WORLDWIDE INC$13.1M0.09%131,932CommonSHARED
67072T108JFRNUVEEN FLOATING RATE INCOME$13.1M0.09%1,480,515CommonSHARED
860630102SFSTIFEL FINL CORP$13.0M0.09%138,941CommonSHARED
654106103NKENIKE INC$12.9M0.09%146,306CommonSHARED
46429B747STIPISHARES TR$12.8M0.09%126,744CommonSHARED
03076C106AMPAMERIPRISE FINL INC$12.8M0.09%27,169CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$12.7M0.09%54,221CommonSHARED
369550108GDGENERAL DYNAMICS CORP$12.7M0.09%41,918CommonSHARED
98389B100XELXCEL ENERGY INC$12.3M0.09%189,097CommonSHARED
09249N101BLEBLACKROCK MUNI INCOME TR II$12.3M0.09%1,090,606CommonSHARED
679580100ODFLOLD DOMINION FREIGHT LINE IN$12.3M0.09%61,807CommonSHARED
497266106KEXKIRBY CORP$12.2M0.09%99,437CommonSHARED
460690100IPGINTERPUBLIC GROUP COS INC$12.1M0.09%384,056CommonSHARED
09253W104XMYDXBLACKROCK MUNIYIELD FD INC$12.1M0.08%1,062,626CommonSHARED
388689101GPKGRAPHIC PACKAGING HLDG CO$12.1M0.08%408,904CommonSHARED
72200U100PCNPIMCO CORPORATE & INCM STRG$12.1M0.08%849,482CommonSHARED
670663103NMCONUVEEN MUN CR OPPORTUNITIES$12.0M0.08%1,030,024CommonSHARED
617446448MSMORGAN STANLEY$12.0M0.08%115,146CommonSHARED
833445109SNOWSNOWFLAKE INC$12.0M0.08%104,268CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$12.0M0.08%36,945CommonSHARED
46132H106VCVINVESCO CALIF VALUE MUN INCO$12.0M0.08%1,099,034CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$11.9M0.08%126,573CommonSHARED
27828H105XEVVXEATON VANCE LTD DURATION INC$11.8M0.08%1,121,963CommonSHARED
92840R101NFJVIRTUS DIVIDEND INTEREST & P$11.8M0.08%903,499CommonSHARED
7591EP100RFREGIONS FINANCIAL CORP NEW$11.8M0.08%504,891CommonSHARED
36467J108GLPIGAMING & LEISURE PPTYS INC$11.7M0.08%227,329CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$11.7M0.08%82,086CommonSHARED
09062X103BIIBBIOGEN INC$11.7M0.08%60,244CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$11.7M0.08%51,732CommonSHARED
98980G102ZSZSCALER INC$11.6M0.08%67,728CommonSHARED
46429B655FLOTISHARES TR$11.6M0.08%226,421CommonSHARED
49446R109KIMKIMCO RLTY CORP$11.6M0.08%497,641CommonSHARED
74144T108TROWPRICE T ROWE GROUP INC$11.5M0.08%106,006CommonSHARED
45168D104IDXXIDEXX LABS INC$11.5M0.08%22,805CommonSHARED
313745101FRTFEDERAL RLTY INVT TR NEW$11.4M0.08%99,471CommonSHARED
88339J105TTDTHE TRADE DESK INC$11.4M0.08%104,258CommonSHARED
008474108AEMAGNICO EAGLE MINES LTD$11.3M0.08%140,376CommonSHARED
758849103REGREGENCY CTRS CORP$11.3M0.08%156,413CommonSHARED
464288588MBBISHARES TR$11.3M0.08%117,481CommonSHARED
31428X106FDXFEDEX CORP$11.2M0.08%41,106CommonSHARED
42250P103DOCHEALTHPEAK PROPERTIES INC$11.2M0.08%490,037CommonSHARED
172967424CCITIGROUP INC$11.2M0.08%178,667CommonSHARED
960413102WLKWESTLAKE CORPORATION$11.2M0.08%74,243CommonSHARED
46284V101IRMIRON MTN INC DEL$11.2M0.08%93,889CommonSHARED
92556V106VTRSVIATRIS INC$11.1M0.08%959,605CommonSHARED
404030108HEESEURH & E EQUIPMENT SERVICES INC$11.1M0.08%228,587CommonSHARED
007973100AEISADVANCED ENERGY INDS$11.1M0.08%105,701CommonSHARED
68389X105ORCLORACLE CORP$11.1M0.08%65,098CommonSHARED
92841M101XNIEXVIRTUS EQUITY & CONV INCM FD$11.1M0.08%481,192CommonSHARED
45826H109ITGRINTEGER HLDGS CORP$11.0M0.08%84,605CommonSHARED
N53745100LYBLYONDELLBASELL INDUSTRIES N$11.0M0.08%114,592CommonSHARED
67073D102XJQCXNUVEEN CR STRATEGIES INCOME$11.0M0.08%1,893,148CommonSHARED
03784Y200APLEAPPLE HOSPITALITY REIT INC$11.0M0.08%737,457CommonSHARED
285512109EAELECTRONIC ARTS INC$10.9M0.08%76,196CommonSHARED
72201J104PFNPIMCO INCOME STRATEGY FD II$10.8M0.08%1,414,807CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$10.8M0.08%298,007CommonSHARED
464287176TIPISHARES TR$10.7M0.07%96,573CommonSHARED
46132P108IIMINVESCO VALUE MUN INCOME TR$10.6M0.07%826,835CommonSHARED
842587107SOSOUTHERN CO$10.6M0.07%118,082CommonSHARED
29476L107EQREQUITY RESIDENTIAL$10.6M0.07%142,684CommonSHARED
036752103ELVELEVANCE HEALTH INC$10.6M0.07%20,346CommonSHARED
02209S103MOALTRIA GROUP INC$10.5M0.07%206,693CommonSHARED
09255X100XFRAXBLACKROCK FLOATING RATE INCO$10.5M0.07%799,140CommonSHARED
25746U109DDOMINION ENERGY INC$10.5M0.07%181,918CommonSHARED
044186104ASHASHLAND INC$10.4M0.07%119,827CommonSHARED
831865209AOSSMITH A O CORP$10.4M0.07%115,369CommonSHARED
278274105EOIEATON VANCE ENHANCED EQUITY$10.3M0.07%508,810CommonSHARED
49427F108KRCKILROY RLTY CORP$10.2M0.07%264,159CommonSHARED
372460105GPCGENUINE PARTS CO$10.2M0.07%73,014CommonSHARED
14174T107CTRECARETRUST REIT INC$10.2M0.07%330,297CommonSHARED
92939U106WECWEC ENERGY GROUP INC$10.2M0.07%105,793CommonSHARED
460146103IPINTERNATIONAL PAPER CO$10.2M0.07%208,128CommonSHARED
12541W209CHRWC H ROBINSON WORLDWIDE INC$10.2M0.07%92,004CommonSHARED
46133G107IQIINVESCO QUALITY MUN INCOME T$10.1M0.07%969,468CommonSHARED
02665T306AMHAMERICAN HOMES 4 RENT$10.1M0.07%263,156CommonSHARED
743606105PBPROSPERITY BANCSHARES INC$10.0M0.07%139,274CommonSHARED
808625107SAICSCIENCE APPLICATIONS INTL CO$10.0M0.07%72,062CommonSHARED
302130109EXPDEXPEDITORS INTL WASH INC$10.0M0.07%76,361CommonSHARED
09248F109BLACKROCK MUN INCOME TR$10.0M0.07%942,328CommonSHARED
72201Y101PDIPIMCO DYNAMIC INCOME FD$9.9M0.07%490,384CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$9.9M0.07%28,062CommonSHARED
337738108FISVFISERV INC$9.9M0.07%54,920CommonSHARED
91913Y100VLOVALERO ENERGY CORP$9.9M0.07%73,024CommonSHARED
27826U108EVNEATON VANCE MUNI INCOME TRUS$9.9M0.07%898,553CommonSHARED
19247G107COHRCOHERENT CORP$9.8M0.07%110,455CommonSHARED
252131107DXCMDEXCOM INC$9.8M0.07%145,953CommonSHARED
902494103TSNTYSON FOODS INC$9.8M0.07%164,070CommonSHARED
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$9.7M0.07%87,303CommonSHARED
60770K107MRNAMODERNA INC$9.7M0.07%144,688CommonSHARED
40412C101HCAHCA HEALTHCARE INC$9.6M0.07%23,704CommonSHARED
464287598IWDISHARES TR$9.6M0.07%50,664CommonSHARED
48020Q107JLLJONES LANG LASALLE INC$9.5M0.07%35,240CommonSHARED
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$9.5M0.07%120,160CommonSHARED
86614U1007SUSUMMIT MATLS INC$9.4M0.07%241,560CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$9.4M0.07%35,117CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$9.3M0.07%111,309CommonSHARED
92189H300EMLCVANECK ETF TRUST$9.3M0.07%367,013CommonSHARED
039653100ACAARCOSA INC$9.3M0.07%98,131CommonSHARED
115236101BROBROWN & BROWN INC$9.3M0.06%89,370CommonSHARED
22822V101CCICROWN CASTLE INC$9.2M0.06%77,971CommonSHARED
001055102AFLAFLAC INC$9.2M0.06%82,601CommonSHARED
27829G106ETJEATON VANCE RISK-MANAGED DIV$9.2M0.06%1,000,885CommonSHARED
46435G102ICVTISHARES TR$9.2M0.06%110,116CommonSHARED
091941104BGTBLACKROCK FLOATING RATE INC$9.2M0.06%707,842CommonSHARED
05368V106AVNTAVIENT CORPORATION$9.1M0.06%180,793CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$9.1M0.06%176,111CommonSHARED
086516101BBYBEST BUY INC$9.0M0.06%87,583CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$9.0M0.06%9,762CommonSHARED
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$9.0M0.06%100,895CommonSHARED
20825C104COPCONOCOPHILLIPS$9.0M0.06%85,413CommonSHARED
G0250X107AMCRAMCOR PLC$9.0M0.06%791,219CommonSHARED
67075F105XDIAXNUVEEN DOW 30 DYNMC OVERWRT$9.0M0.06%602,959CommonSHARED
46131J103VKQINVESCO MUNICIPAL TRUST$8.9M0.06%870,828CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$8.9M0.06%37,443CommonSHARED
718546104PSXPHILLIPS 66$8.9M0.06%67,481CommonSHARED
92276F100VTRVENTAS INC$8.8M0.06%137,717CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$8.7M0.06%50,308CommonSHARED
27828X100ETBEATON VANCE TAX MNGED BUY WR$8.7M0.06%605,262CommonSHARED
92189H409HYDVANECK ETF TRUST$8.7M0.06%164,147CommonSHARED
962879102WPMWHEATON PRECIOUS METALS CORP$8.7M0.06%141,994CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$8.7M0.06%19,259CommonSHARED
452327109ILMNILLUMINA INC$8.7M0.06%66,385CommonSHARED
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OP$8.6M0.06%1,523,300CommonSHARED
49803T300KRGKITE RLTY GROUP TR$8.6M0.06%322,573CommonSHARED
655844108NSCNORFOLK SOUTHN CORP$8.5M0.06%34,370CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$8.5M0.06%101,480CommonSHARED
26884L109EQTEQT CORP$8.5M0.06%231,751CommonSHARED
670656107NRKNUVEEN NEW YORK AMT QLT MUNI$8.5M0.06%756,465CommonSHARED
513272104LWLAMB WESTON HLDGS INC$8.5M0.06%130,826CommonSHARED
09257R101BGBBLACKSTONE STRATEGIC CRED 20$8.5M0.06%686,699CommonSHARED
092501105XBOEXBLACKROCK ENHANCED GLOBAL DI$8.4M0.06%746,434CommonSHARED
816851109SRESEMPRA$8.4M0.06%100,384CommonSHARED
320817109FRMEFIRST MERCHANTS CORP$8.4M0.06%225,341CommonSHARED
22160N109CSGPCOSTAR GROUP INC$8.4M0.06%111,040CommonSHARED
29605J106ESABESAB CORPORATION$8.3M0.06%78,337CommonSHARED
902653104UDRUDR INC$8.3M0.06%182,831CommonSHARED
018802108LNTALLIANT ENERGY CORP$8.3M0.06%136,577CommonSHARED
12811V105CCDCALAMOS DYNAMIC CONV & INCOM$8.3M0.06%325,423CommonSHARED
69355M107PDOPIMCO DYNAMIC INCOME OPRNTS$8.3M0.06%584,852CommonSHARED
09255E102MYNBLACKROCK MUNIYIELD N Y QUAL$8.2M0.06%764,286CommonSHARED
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$8.2M0.06%333,127CommonSHARED
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$8.2M0.06%1,015,315CommonSHARED
03662Q105AKXANSYS INC$8.2M0.06%25,659CommonSHARED
025816109AXPAMERICAN EXPRESS CO$8.1M0.06%30,037CommonSHARED
92936U109WPCWP CAREY INC$8.1M0.06%130,377CommonSHARED
09255R202DSUBLACKROCK DEBT STRATEGIES FD$8.1M0.06%733,830CommonSHARED
031100100AMEAMETEK INC$8.0M0.06%46,840CommonSHARED
00130H105AESAES CORP$8.0M0.06%400,634CommonSHARED
552690109MDUMDU RES GROUP INC$8.0M0.06%293,003CommonSHARED
41013V100HTDHANCOCK JOHN TAX-ADVANTAGED$8.0M0.06%345,550CommonSHARED
86800U104SMCIUSDSUPER MICRO COMPUTER INC$8.0M0.06%19,136CommonSHARED
233331107DTEDTE ENERGY CO$8.0M0.06%61,929CommonSHARED
447011107HUNHUNTSMAN CORP$7.9M0.06%328,264CommonSHARED
42226K105HRHEALTHCARE RLTY TR$7.9M0.06%437,408CommonSHARED
750491102RDNTRADNET INC$7.9M0.06%114,116CommonSHARED
12514G108CDWCDW CORP$7.9M0.06%34,985CommonSHARED
09253R105XMVFXBLACKROCK MUNIVEST FD INC$7.9M0.06%1,040,764CommonSHARED
00764C109AVKADVENT CONV & INCOME FD$7.9M0.06%670,431CommonSHARED
38059T106GFIGOLD FIELDS LTD$7.9M0.06%512,695CommonSHARED
09248E102XBFZXBLACKROCK CALIF MUN INCOME T$7.9M0.06%650,249CommonSHARED
194014502ENOVENOVIS CORPORATION$7.8M0.05%182,232CommonSHARED
48249T106KIOKKR INCOME OPPORTUNITIES FD$7.8M0.05%530,975CommonSHARED
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$7.8M0.05%311,034CommonSHARED
04014F102ARDCARES DYNAMIC CR ALLOCATION F$7.8M0.05%511,278CommonSHARED
115637209BF/BBROWN FORMAN CORP$7.8M0.05%157,793CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$7.7M0.05%103,074CommonSHARED
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$7.7M0.05%560,967CommonSHARED
41013T105PDTHANCOCK JOHN PREM DIVID FD$7.7M0.05%580,372CommonSHARED
553530106MSMMSC INDL DIRECT INC$7.6M0.05%88,507CommonSHARED
12811P108XCHYXCALAMOS CONV & HIGH INCOME F$7.6M0.05%637,233CommonSHARED
444859102HUMHUMANA INC$7.6M0.05%23,970CommonSHARED
969457100WMBWILLIAMS COS INC$7.6M0.05%165,879CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$7.6M0.05%49,123CommonSHARED
700517105PKPARK HOTELS & RESORTS INC$7.5M0.05%535,180CommonSHARED
09249W101BLWBLACKROCK LTD DURATION INCOM$7.5M0.05%519,413CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$7.5M0.05%509,595CommonSHARED
929042109VNOVORNADO RLTY TR$7.5M0.05%189,595CommonSHARED
46132X101OIAINVESCO MUNI INCOME OPP TRST$7.4M0.05%1,085,647CommonSHARED
128117108CHICALAMOS CONV OPPORTUNITIES &$7.4M0.05%639,688CommonSHARED
09247F209BKTBLACKROCK INCOME TR INC$7.4M0.05%594,626CommonSHARED
27828Q105XEFRXEATON VANCE SR FLTNG RTE TR$7.4M0.05%577,598CommonSHARED
67066X107NANNUVEEN NEW YORK QLT MUN INC$7.3M0.05%623,308CommonSHARED
229663109CUBECUBESMART$7.3M0.05%136,447CommonSHARED
744320102PRUPRUDENTIAL FINL INC$7.3M0.05%60,526CommonSHARED
12685JAE5CABO 0 03/15/26CABLE ONE INC$7.3M0.05%8,000,000CommonSHARED
337318109FFAFIRST TR ENHANCED EQUITY INC$7.3M0.05%357,313CommonSHARED
278279104EFTEATON VANCE FLTING RATE INC$7.2M0.05%558,706CommonSHARED
042068205ARMARM HOLDINGS PLC$7.1M0.05%49,666CommonSHARED
59522J103MAAMID-AMER APT CMNTYS INC$7.1M0.05%44,623CommonSHARED
67062F100NXPNUVEEN SELECT TAX-FREE INCOM$7.1M0.05%468,027CommonSHARED
780910105RVTROYCE SMALL CAP TRUST INC$7.0M0.05%443,787CommonSHARED
031652100AMKRAMKOR TECHNOLOGY INC$6.9M0.05%226,715CommonSHARED
G0450A105ACGLARCH CAP GROUP LTD$6.9M0.05%61,850CommonSHARED
69346H100ISDPGIM HIGH YIELD BOND FUND IN$6.9M0.05%494,179CommonSHARED
092479104BLACKROCK MUN INCOME QUALITY$6.9M0.05%571,699CommonSHARED
67062C107NCANUVEEN CALIFORNIA MUNI VLU F$6.9M0.05%751,968CommonSHARED
445658107JBHTHUNT J B TRANS SVCS INC$6.8M0.05%39,557CommonSHARED
277276101EGPEASTGROUP PPTYS INC$6.8M0.05%36,389CommonSHARED
637417106NNNNNN REIT INC$6.8M0.05%140,037CommonSHARED
29977A105EVREVERCORE INC$6.7M0.05%26,633CommonSHARED
942622200WSOWATSCO INC$6.7M0.05%13,715CommonSHARED
049468101TEAMATLASSIAN CORPORATION$6.7M0.05%42,436CommonSHARED
896522109TRNTRINITY INDS INC$6.7M0.05%193,312CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$6.7M0.05%112,509CommonSHARED
128125101CSQCALAMOS STRATEGIC TOTAL RETU$6.7M0.05%386,054CommonSHARED
756158101UTGREAVES UTIL INCOME FD$6.7M0.05%203,662CommonSHARED
235851102DHRDANAHER CORPORATION$6.7M0.05%24,022CommonSHARED
205887102CAGCONAGRA BRANDS INC$6.7M0.05%204,843CommonSHARED
46132E103VKIINVESCO ADVANTAGE MUN INCOME$6.6M0.05%711,143CommonSHARED
174610105CFGCITIZENS FINL GROUP INC$6.6M0.05%160,729CommonSHARED
09249E101BHKBLACKROCK CORE BD TR$6.6M0.05%547,653CommonSHARED
09255C106BLACKROCK MUNIHLDGS NY QLTY$6.6M0.05%590,666CommonSHARED
15135B101CNCCENTENE CORP DEL$6.6M0.05%87,385CommonSHARED
46132C107VMOINVESCO MUN OPPORTUNITY TR$6.6M0.05%637,925CommonSHARED
268150109DTDYNATRACE INC$6.5M0.05%121,632CommonSHARED
87612G101TRGPTARGA RES CORP$6.5M0.05%43,914CommonSHARED
09257D102BGXBLACKSTONE LONG SHORT CR INC$6.5M0.05%505,116CommonSHARED
384802104GWWGRAINGER W W INC$6.4M0.05%6,191CommonSHARED
020002101ALLALLSTATE CORP$6.4M0.04%33,780CommonSHARED
53115L104LBRTLIBERTY ENERGY INC$6.4M0.04%332,860CommonSHARED
09255P107HYTBLACKROCK CORPOR HI YLD FD I$6.3M0.04%630,008CommonSHARED
78468R408SJNKSPDR SER TR$6.3M0.04%245,196CommonSHARED
530158104USALIBERTY ALL STAR EQUITY FD$6.3M0.04%888,231CommonSHARED
626717102MURMURPHY OIL CORP$6.3M0.04%185,488CommonSHARED
911363109URIUNITED RENTALS INC$6.3M0.04%7,726CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$6.3M0.04%758,216CommonSHARED
09253X102XMUIXBLACKROCK MUNICIPAL INCOME$6.2M0.04%495,614CommonSHARED
30040W108ESEVERSOURCE ENERGY$6.2M0.04%91,442CommonSHARED
G39387108GFSGLOBALFOUNDRIES INC$6.2M0.04%154,416CommonSHARED
92840M102VSTVISTRA CORP$6.2M0.04%52,399CommonSHARED
48251W104KKRKKR & CO INC$6.2M0.04%47,379CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$6.2M0.04%52,476CommonSHARED
011532108AGIALAMOS GOLD INC NEW$6.2M0.04%309,466CommonSHARED
860372101STCSTEWART INFORMATION SVCS COR$6.2M0.04%82,528CommonSHARED
988498101YUMYUM BRANDS INC$6.1M0.04%43,419CommonSHARED
745867101PHMPULTE GROUP INC$6.1M0.04%42,163CommonSHARED
682680103OKEONEOK INC NEW$6.0M0.04%66,301CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$6.0M0.04%26,105CommonSHARED
637870106NSANATIONAL STORAGE AFFILIATES$6.0M0.04%124,581CommonSHARED
64128C106NHSNEUBERGER BERMAN HIGH YIELD$6.0M0.04%691,017CommonSHARED
521865204LEALEAR CORP$6.0M0.04%54,847CommonSHARED
33733U108FCTFIRST TR SR FLTG RATE INCOME$6.0M0.04%577,609CommonSHARED
25754A201DPZDOMINOS PIZZA INC$6.0M0.04%13,893CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$6.0M0.04%33,682CommonSHARED
28618M106ESIELEMENT SOLUTIONS INC$5.9M0.04%216,767CommonSHARED
29362U104ENTGENTEGRIS INC$5.9M0.04%52,202CommonSHARED
97650W108WTFCWINTRUST FINL CORP$5.9M0.04%54,029CommonSHARED
153527205CENTACENTRAL GARDEN & PET CO$5.8M0.04%185,981CommonSHARED
27828S101ETGEATON VANCE TX ADV GLBL DIV$5.8M0.04%300,369CommonSHARED
227046109CROXCROCS INC$5.8M0.04%40,240CommonSHARED
496902404KGCKINROSS GOLD CORP$5.8M0.04%621,653CommonSHARED
G0378L100AUANGLOGOLD ASHANTI PLC$5.8M0.04%217,883CommonSHARED
27829L105EOTEATON VANCE NATL MUN OPPORT$5.8M0.04%323,180CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$5.8M0.04%36,094CommonSHARED
171779309CIENCIENA CORP$5.7M0.04%92,850CommonSHARED
670695105NUWNUVEEN AMT-FREE MUN VALUE FD$5.7M0.04%399,292CommonSHARED
46131M106VGMINVESCO TR INVT GRADE MUNS$5.7M0.04%535,850CommonSHARED
351858105FNVFRANCO NEV CORP$5.6M0.04%45,415CommonSHARED
369604301GEGE AEROSPACE$5.6M0.04%29,884CommonSHARED
697900108PAASPAN AMERN SILVER CORP$5.6M0.04%269,983CommonSHARED
189054109CLXCLOROX CO DEL$5.6M0.04%34,493CommonSHARED
67080D103NPCTNUVEEN CORE PLUS IMPACT FUND$5.6M0.04%473,811CommonSHARED
83545G102SAHSONIC AUTOMOTIVE INC$5.6M0.04%95,925CommonSHARED
247361702DALDELTA AIR LINES INC DEL$5.6M0.04%110,138CommonSHARED
09250B103XBTAXBLACKROCK LONG-TERM MUN ADVA$5.6M0.04%520,562CommonSHARED
806857108SLBSCHLUMBERGER LTD$5.5M0.04%131,424CommonSHARED
91307C102UTHRUNITED THERAPEUTICS CORP DEL$5.5M0.04%15,378CommonSHARED
64110D104NTAPNETAPP INC$5.5M0.04%44,524CommonSHARED
053611109AVYAVERY DENNISON CORP$5.5M0.04%24,901CommonSHARED

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.