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Silicon Valley Capital Partners

Q2 2025 · 13F-HR

Silicon Valley Capital Partnersholdings as filed

Filed 2025-09-11 · accession 0001398344-25-018043

$958.4M
Reported value
303
Positions
2025-06-30
Period end
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The Brief · Silicon Valley Capital Partners · Q2 2025

AI · grounded in 13F

Silicon Valley Capital Partners established a new position in SPY valued at $135.2M. The fund also initiated new stakes in QQQ for $73M and VGT for $65.8M. Additional new positions include NVDA, MSFT, and GOOGL, each valued at approximately $48M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TRUST$135.2M14.1%218,873CommonSOLE
46090E103QQQINVESCO QQQ TRUST SERIES I$73.0M7.61%132,271CommonSOLE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$65.8M6.87%99,210CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$48.4M5.05%306,516CommonSOLE
594918104MSFTMICROSOFT CORP COM$48.3M5.04%97,080CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$48.3M5.03%273,797CommonSOLE
037833100AAPLAPPLE INC COM$44.7M4.66%217,727CommonSOLE
464287457SHYISHARES 1-3 YEAR TREASURY BOND ETF$38.1M3.98%459,795CommonSOLE
023135106AMZNAMAZON COM INC COM$36.7M3.83%167,148CommonSOLE
464288661IEIISHARES 3-7 YEAR TREASURY BOND ETF$34.1M3.56%286,330CommonSOLE
464287309IVWISHARES S&P 500 GROWTH ETF$30.2M3.16%274,726CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$28.5M2.97%38,552CommonSOLE
11135F101AVGOBROADCOM INC COM$21.1M2.20%76,572CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$18.2M1.90%128,496CommonSOLE
46137V431SPGPINVESCO S&P 500 GARP ETF$17.5M1.82%162,395CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW COM$17.5M1.82%17,631CommonSOLE
79466L302CRMSALESFORCE INC COM$17.2M1.79%63,040CommonSOLE
922908736VUGVANGUARD GROWTH ETF$17.1M1.79%39,039CommonSOLE
381430503GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF$16.4M1.71%134,791CommonSOLE
68389X105ORCLORACLE CORP COM$16.2M1.69%74,129CommonSOLE
532457108LLYELI LILLY & CO COM$14.1M1.47%18,121CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$13.8M1.44%43,217CommonSOLE
81762P102NOWSERVICENOW INC COM$13.7M1.43%13,296CommonSOLE
060505104BACBANK AMERICA CORP COM$12.8M1.34%271,512CommonSOLE
464288679SHVISHARES SHORT TREASURY BOND ETF$12.7M1.32%114,889CommonSOLE
902973304USBUS BANCORP DEL COM NEW$12.4M1.30%274,849CommonSOLE
437076102HDHOME DEPOT INC COM$12.0M1.25%32,708CommonSOLE
009158106APDAIR PRODS & CHEMS INC COM$11.3M1.18%40,085CommonSOLE
315912808ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF$9.6M1.00%119,782CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$9.0M0.94%83,642CommonSOLE
771049103RBLXROBLOX CORP CL A$4.7M0.49%44,667CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$4.1M0.42%8,359CommonSOLE
78468R663BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF$3.8M0.39%40,886CommonSOLE
921910816MGKVANGUARD MEGA CAP GROWTH ETF$3.4M0.36%9,356CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. COM$3.1M0.32%10,597CommonSOLE
921910840MGVVANGUARD MEGA CAP VALUE ETF$2.8M0.29%21,193CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC COM$2.4M0.25%31,168CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$2.1M0.22%11,617CommonSOLE
461202103INTUINTUIT COM$2.1M0.21%2,615CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$1.6M0.17%10,478CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC COM$1.6M0.17%16,999CommonSOLE
46137V241SPHQINVESCO S&P 500 QUALITY ETF$1.5M0.16%21,292CommonSOLE
92826C839VVISA INC COM CL A$1.4M0.14%3,902CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$1.3M0.13%3,029CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$1.3M0.13%2,260CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$1.3M0.13%4,043CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$1.2M0.12%1,859CommonSOLE
166764100CVXCHEVRON CORP NEW COM$1.1M0.12%7,729CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$954,1110.10%1,698CommonSOLE
855244109SBUXSTARBUCKS CORP COM$939,2460.10%10,250CommonSOLE
64110L106NFLXNETFLIX INC COM$887,8430.09%663CommonSOLE
040413205ANETARISTA NETWORKS INC COM SHS$785,7060.08%7,680CommonSOLE
29444U700EQIXEQUINIX INC COM$773,1990.08%972CommonSOLE
674599105OXYOCCIDENTAL PETE CORP COM$770,7850.08%18,348CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$721,0550.08%8,500CommonSOLE
595112103MUMICRON TECHNOLOGY INC COM$688,0890.07%5,583CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS$672,9330.07%2,971CommonSOLE
75513E101RTXRTX CORPORATION COM$607,5760.06%4,161CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP COM$601,3890.06%5,599CommonSOLE
381430529GBILACCESS TREASURY 0-1 YEAR ETF$580,3260.06%5,795CommonSOLE
00724F101ADBEADOBE INC COM$577,2500.06%1,492CommonSOLE
052769106ADSKAUTODESK INC COM$521,9350.05%1,686CommonSOLE
46435GAA0IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF$470,5000.05%19,402CommonSOLE
46434VBD1IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF$469,8560.05%18,660CommonSOLE
88160R101TSLATESLA INC COM$433,7470.05%1,365CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$404,3520.04%6,606CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$398,5560.04%1,948CommonSOLE
464287721IYWISHARES U.S. TECHNOLOGY ETF$382,0160.04%2,205CommonSOLE
17275R102CSCOCISCO SYS INC COM$347,3220.04%5,006CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC COM NEW$340,7180.04%627CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION COM$332,6490.03%4,545CommonSOLE
717081103PFEPFIZER INC COM$329,6070.03%13,598CommonSOLE
921932505VOOGVANGUARD S&P 500 GROWTH ETF$322,0250.03%812CommonSOLE
896239100TRMBTRIMBLE INC COM$292,0670.03%3,844CommonSOLE
097023105BABOEING CO COM$288,7320.03%1,378CommonSOLE
M7S64H106MNDYMONDAY COM LTD SHS$263,3080.03%837CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CL A$251,4280.03%494CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW COM$231,3800.02%1,047CommonSOLE
25434V401DFUSDIMENSIONAL U.S. EQUITY MARKET ETF$227,7600.02%3,398CommonSOLE
464287622IWBISHARES RUSSELL 1000 ETF$225,3330.02%664CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP COM$224,9730.02%2,272CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$217,4820.02%1,595CommonSOLE
23908L405DINTDAVIS SELECT INTERNATIONAL ETF$214,0030.02%8,275CommonSOLE
458140100INTCINTEL CORP COM$207,0580.02%9,244CommonSOLE
931142103WMTWALMART INC COM$203,3210.02%2,079CommonSOLE
464288257ACWIISHARES MSCI ACWI ETF$198,0330.02%1,540CommonSOLE
852234103XYZBLOCK INC CL A$190,3400.02%2,802CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRUST$189,0640.02%334CommonSOLE
770700102HOODROBINHOOD MKTS INC COM CL A$187,2600.02%2,000CommonSOLE
921946406VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF$183,4980.02%1,376CommonSOLE
922908751VBVANGUARD SMALL-CAP ETF$175,3210.02%740CommonSOLE
747525103QCOMQUALCOMM INC COM$165,9260.02%1,042CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN FUND$164,4830.02%1,750CommonSOLE
464287507IJHISHARES CORE S&P MID-CAP ETF$163,4010.02%2,635CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION COM$152,4170.02%10,629CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$151,6910.02%214CommonSOLE
09260D107BXBLACKSTONE INC COM$149,9490.02%1,002CommonSOLE
031162100AMGNAMGEN INC COM$133,0230.01%476CommonSOLE
464287523SOXXISHARES SEMICONDUCTOR ETF$131,1050.01%549CommonSOLE
Y2573F102FLEXFLEX LTD ORD$110,6230.01%2,216CommonSOLE
00287Y109ABBVABBVIE INC COM$109,2830.01%589CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$108,1940.01%234CommonSOLE
002824100ABTABBOTT LABS COM$106,1010.01%780CommonSOLE
949746101WMT2WELLS FARGO CO NEW COM$93,6360.01%1,169CommonSOLE
742718109PGPROCTER AND GAMBLE CO COM$90,2030.01%566CommonSOLE
580135101MCDMCDONALDS CORP COM$86,8430.01%297CommonSOLE
92189F676SMHVANECK SEMICONDUCTOR ETF$85,7500.01%307CommonSOLE
78463V107GLDSPDR GOLD SHARES$83,8280.01%275CommonSOLE
25459Y694FASDIREXION DAILY FINANCIAL BULL 3X SHARES$83,5110.01%495CommonSOLE
29084Q100EMEEMCOR GROUP INC COM$80,5520.01%151CommonSOLE
827048109SLGNSILGAN HLDGS INC COM$77,6370.01%1,433CommonSOLE
464288208IMCBISHARES MORNINGSTAR MID-CAP ETF$76,2750.01%958CommonSOLE
254687106DISDISNEY WALT CO COM$74,2820.01%599CommonSOLE
464288646IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF$73,4220.01%1,392CommonSOLE
142339100CSLCARLISLE COS INC COM$71,9900.01%193CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC COM$71,2640.01%425CommonSOLE
032654105ADIANALOG DEVICES INC COM$68,5540.01%288CommonSOLE
654106103NKENIKE INC CL B$67,6810.01%953CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$62,4360.01%209CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$62,1060.01%341CommonSOLE
78464A763SDYSPDR S&P DIVIDEND ETF$61,1290.01%450CommonSOLE
464287689IWVISHARES RUSSELL 3000 ETF$58,5000.01%167CommonSOLE
149123101CATCATERPILLAR INC COM$58,1350.01%150CommonSOLE
45784P101PODDINSULET CORP COM$56,5520.01%180CommonSOLE
056525108BMIBADGER METER INC COM$56,1320.01%229CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY SHS$55,8640.01%70CommonSOLE
75734B100RDDTREDDIT INC CL A$55,7110.01%370CommonSOLE
45073V108ITTITT INC COM$55,6690.01%355CommonSOLE
057665200BCPCBALCHEM CORP COM$53,1250.01%334CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$52,8640.01%233CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO COM$49,3690.01%1,067CommonSOLE
147448104CWSTCASELLA WASTE SYS INC CL A$46,1520.00%400CommonSOLE
G87052109TELTE CONNECTIVITY PLC ORD SHS$45,6720.00%271CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$44,6890.00%246CommonSOLE
74347R248CSMPROSHARES LARGE CAP CORE PLUS$44,6510.00%634CommonSOLE
78464A375SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF$43,8840.00%1,307CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC COMMON STOCK$42,5060.00%1,213CommonSOLE
74347X831TQQQPROSHARES ULTRAPRO QQQ$41,9290.00%505CommonSOLE
001055102AFLAFLAC INC COM$38,9120.00%369CommonSOLE
464287168DVYISHARES SELECT DIVIDEND ETF$38,7690.00%292CommonSOLE
09290C848BIDDISHARES INTERNATIONAL DIVIDEND ACTIVE ETF$38,7060.00%1,419CommonSOLE
438516106HONHONEYWELL INTL INC COM$37,3910.00%161CommonSOLE
14040H105COFCAPITAL ONE FINL CORP COM$36,8230.00%173CommonSOLE
46641Q837JPSTJPMORGAN ULTRA-SHORT INCOME ETF$36,7810.00%726CommonSOLE
N3167Y103RACEFERRARI N V COM$36,6700.00%75CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$36,4700.00%124CommonSOLE
78464A789KIESPDR S&P INSURANCE ETF$36,4160.00%610CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$35,2530.00%1,690CommonSOLE
74624M102PPURE STORAGE INC CL A$35,2390.00%612CommonSOLE
87612E106TGTTARGET CORP COM$34,6190.00%351CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC COM$33,8340.00%782CommonSOLE
464287440IEFISHARES 7-10 YEAR TREASURY BOND ETF$32,2840.00%337CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW COM$29,6400.00%184CommonSOLE
713448108PEPPEPSICO INC COM$29,4360.00%223CommonSOLE
00187Y100APGAPI GROUP CORP COM STK$29,2010.00%572CommonSOLE
36828A101GEVGE VERNOVA INC COM$28,5930.00%54CommonSOLE
443201108HWMHOWMET AEROSPACE INC COM$28,5170.00%153CommonSOLE
512807306LRCXLAM RESEARCH CORP COM NEW$26,7300.00%275CommonSOLE
038222105AMATAPPLIED MATLS INC COM$26,0100.00%142CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR FUND$25,4940.00%101CommonSOLE
882508104TXNTEXAS INSTRS INC COM$25,2370.00%122CommonSOLE
81369Y100XLBMATERIALS SELECT SECTOR SPDR FUND$24,9750.00%284CommonSOLE
12468P104AIC3 AI INC CL A$24,5700.00%1,000CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC COM$23,4410.00%4CommonSOLE
668771108GENGEN DIGITAL INC COM$23,4110.00%796CommonSOLE
422806109HEIHEICO CORP NEW COM$23,2990.00%71CommonSOLE
191098102COKECOCA COLA CONS INC COM$22,9010.00%205CommonSOLE
464288414MUBISHARES NATIONAL MUNI BOND ETF$22,8810.00%219CommonSOLE
607828100MODMODINE MFG CO COM$22,0090.00%223CommonSOLE
687793109OSCROSCAR HEALTH INC CL A$21,4400.00%1,000CommonSOLE
47103U852JMBSJANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF$21,3100.00%473CommonSOLE
064058100BKBANK NEW YORK MELLON CORP COM$21,1660.00%232CommonSOLE
65290E101NXTNEXTRACKER INC CLASS A COM$20,9320.00%385CommonSOLE
055622104BPBP PLC SPONSORED ADR$20,1020.00%672CommonSOLE
78464A805SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF$20,0590.00%268CommonSOLE
548661107LOWLOWES COS INC COM$19,8480.00%89CommonSOLE
97717W109DTDWISDOMTREE U.S. TOTAL DIVIDEND FUND$19,2390.00%242CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC COM SHS$18,6060.00%506CommonSOLE
46137V647PSIINVESCO SEMICONDUCTORS ETF$18,1210.00%302CommonSOLE
38173M102GBDCGOLUB CAP BDC INC COM$17,6090.00%1,202CommonSOLE
02209S103MOALTRIA GROUP INC COM$17,5890.00%300CommonSOLE
631103108NDAQNASDAQ INC COM$16,8770.00%189CommonSOLE
947890109WBSWEBSTER FINL CORP COM$15,8370.00%290CommonSOLE
550021109LULULULULEMON ATHLETICA INC COM$15,6800.00%66CommonSOLE
74348A467NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF$15,5960.00%155CommonSOLE
92204A207VDCVANGUARD CONSUMER STAPLES ETF$15,4180.00%70CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TRUST ETF$15,2800.00%320CommonSOLE
66987V109NVSNOVARTIS AG SPONSORED ADR$15,0050.00%124CommonSOLE
464288406IMCVISHARES MORNINGSTAR MID-CAP VALUE ETF$13,6810.00%180CommonSOLE
98138H101WDAYWORKDAY INC CL A$13,4400.00%56CommonSOLE
81369Y860XLREREAL ESTATE SELECT SECTOR SPDR FUND$13,3720.00%323CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS LP LP INT UNIT$13,2600.00%396CommonSOLE
79589L106IOTSAMSARA INC COM CL A$12,8940.00%324CommonSOLE
58933Y105MRKMERCK & CO INC COM$12,8160.00%162CommonSOLE
92556V106VTRSVIATRIS INC COM$12,5980.00%1,411CommonSOLE
46090A101PSRINVESCO ACTIVE U.S. REAL ESTATE FUND$12,4990.00%137CommonSOLE
69344A107PULSPGIM ULTRA SHORT BOND ETF$12,2900.00%247CommonSOLE
47103U845JAAAJANUS HENDERSON AAA CLO ETF$12,2330.00%241CommonSOLE
570535104MKLMARKEL GROUP INC COM$11,9840.00%6CommonSOLE
125523100CITHE CIGNA GROUP COM$11,5420.00%35CommonSOLE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$11,4540.00%432CommonSOLE
98980G102ZSZSCALER INC COM$11,3720.00%36CommonSOLE
78464A474SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF$11,1930.00%371CommonSOLE
49456B101KMIKINDER MORGAN INC DEL COM$10,8190.00%368CommonSOLE
33734H106FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND$10,6550.00%238CommonSOLE
02072L714BBLUEA BRIDGEWAY BLUE CHIP ETF$10,6460.00%774CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L P COM$10,6360.00%343CommonSOLE
G65163100JOBYJOBY AVIATION INC COMMON STOCK$10,5500.00%1,000CommonSOLE
97717W505DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND$10,0220.00%200CommonSOLE
191216100KOCOCA COLA CO COM$9,9760.00%141CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SVCS COM$9,8180.00%121CommonSOLE
921932794VIOGVANGUARD S&P SMALL-CAP 600 GROWTH ETF$9,6120.00%84CommonSOLE
617446448MSMORGAN STANLEY COM NEW$9,5780.00%68CommonSOLE
878742204TECKTECK RESOURCES LTD CL B$9,4650.00%234CommonSOLE
81369Y506XLEENERGY SELECT SECTOR SPDR FUND$9,1590.00%108CommonSOLE
808524714SCHJSCHWAB 1-5 YEAR CORPORATE BOND ETF$9,0640.00%365CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM NEW$8,7320.00%74CommonSOLE
056752108BIDUBAIDU INC SPON ADR REP A$8,5760.00%100CommonSOLE
46137V662PJPINVESCO PHARMACEUTICALS ETF$8,3340.00%104CommonSOLE
89832Q109TFCTRUIST FINL CORP COM$8,2970.00%193CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC COM$8,2930.00%46CommonSOLE
690742101OCOWENS CORNING NEW COM$8,2720.00%60CommonSOLE
H1467J104CBCHUBB LIMITED COM$8,2500.00%28CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$8,1870.00%40CommonSOLE
03076C106AMPAMERIPRISE FINL INC COM$7,8920.00%15CommonSOLE
464287101OEFISHARES S&P 100 ETF$7,6850.00%25CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$7,0110.00%123CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$6,9850.00%10CommonSOLE
370334104GISGENERAL MLS INC COM$6,6830.00%129CommonSOLE
33737J117FEPFIRST TRUST EUROPE ALPHADEX FUND$6,6810.00%140CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$6,6790.00%187CommonSOLE
922908553VNQVANGUARD REAL ESTATE ETF$6,6550.00%75CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC COM$6,3520.00%379CommonSOLE
345370860FFORD MTR CO COM$6,3030.00%581CommonSOLE
032108656IPAYAMPLIFY DIGITAL PAYMENTS ETF$6,2270.00%104CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$6,0340.00%20CommonSOLE
88634T493YIELDMAX MSTR OPTION INCOME STRATEGY ETF$5,9680.00%269CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$5,7410.00%83CommonSOLE
92939U106WECWEC ENERGY GROUP INC COM$5,7310.00%55CommonSOLE
92206C664VTWOVANGUARD RUSSELL 2000 ETF$5,6860.00%65CommonSOLE
773903109ROKROCKWELL AUTOMATION INC COM$5,6470.00%17CommonSOLE
92206C847VGLTVANGUARD LONG-TERM TREASURY ETF$5,6340.00%100CommonSOLE
20825C104COPCONOCOPHILLIPS COM$5,6040.00%62CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO COM$5,3370.00%18CommonSOLE
78433H303SPYINEOS S&P 500 HIGH INCOME ETF$5,2940.00%105CommonSOLE
311900104FASTFASTENAL CO COM$5,2080.00%124CommonSOLE
92204A504VHTVANGUARD HEALTH CARE ETF$5,2000.00%21CommonSOLE
31428X106FDXFEDEX CORP COM$5,1510.00%23CommonSOLE
49177J102KVUEKENVUE INC COM$5,1280.00%245CommonSOLE
922020805VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF$4,7760.00%95CommonSOLE
55024U109LITELUMENTUM HLDGS INC COM$4,7530.00%50CommonSOLE
452308109ITWILLINOIS TOOL WKS INC COM$4,6980.00%19CommonSOLE
372460105GPCGENUINE PARTS CO COM$4,3670.00%36CommonSOLE
09290D101BLKBLACKROCK INC COM$4,2190.00%4CommonSOLE
418056107HASHASBRO INC COM$4,1600.00%56CommonSOLE
30040W108ESEVERSOURCE ENERGY COM$4,0720.00%64CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TRUST ETF$4,0090.00%169CommonSOLE
174610105CFGCITIZENS FINL GROUP INC COM$3,8490.00%86CommonSOLE
075887109BDXBECTON DICKINSON & CO COM$3,8130.00%22CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$3,7700.00%76CommonSOLE
053484101AVBAVALONBAY CMNTYS INC COM$3,6630.00%18CommonSOLE
46429B663HDVISHARES CORE HIGH DIVIDEND ETF$3,6320.00%31CommonSOLE
87288V101TSSITSS INC DEL COM$3,4600.00%120CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL CLASS B COM$3,2870.00%255CommonSOLE
N20944109CNHCNH INDL N V SHS$3,2270.00%249CommonSOLE
50155Q100KDKYNDRYL HLDGS INC COMMON STOCK$3,1890.00%76CommonSOLE
126650100CVSCVS HEALTH CORP COM$3,1730.00%46CommonSOLE
172062101CINFCINCINNATI FINL CORP COM$3,1270.00%21CommonSOLE
46137V332RSPHINVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF$2,9490.00%101CommonSOLE
37733W204GSKGSK PLC SPONSORED ADR$2,9180.00%76CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO COM$2,8870.00%9CommonSOLE
90138F102TWLOTWILIO INC CL A$2,7360.00%22CommonSOLE
693506107PPGPPG INDS INC COM$2,7300.00%24CommonSOLE
681919106OMCOMNICOM GROUP INC COM$2,5180.00%35CommonSOLE
988498101YUMYUM BRANDS INC COM$2,4490.00%17CommonSOLE
21036P108STZCONSTELLATION BRANDS INC CL A$2,2780.00%14CommonSOLE
886364231GRNYFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF$2,2680.00%100CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS COM$2,1060.00%4CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$2,0270.00%5CommonSOLE
H01301128ALCALCON AG ORD SHS$1,8580.00%21CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A$1,8030.00%43CommonSOLE
942622200WSOWATSCO INC COM$1,7660.00%4CommonSOLE
92206C813VCLTVANGUARD LONG-TERM CORPORATE BOND ETF$1,7550.00%23CommonSOLE
98978V103ZTSZOETIS INC CL A$1,7150.00%11CommonSOLE
00214Q302ARKGARK GENOMIC REVOLUTION ETF$1,5070.00%62CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC COM$1,4610.00%339CommonSOLE
115637209BF/BBROWN FORMAN CORP CL B$1,3990.00%52CommonSOLE
009066101ABNBAIRBNB INC COM CL A$1,3230.00%10CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ INC COM$1,0170.00%14CommonSOLE
405552100HLNHALEON PLC SPON ADS$9850.00%95CommonSOLE
921909768VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF$7660.00%11CommonSOLE
336433107FSLRFIRST SOLAR INC COM$6620.00%4CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC COM$6340.00%14CommonSOLE
278768106SATSECHOSTAR CORP CL A$5730.00%21CommonSOLE
68622V106OGNORGANON & CO COMMON STOCK$4490.00%46CommonSOLE
G5960L103MDTMEDTRONIC PLC SHS$3200.00%4CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS$2560.00%2CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC COM STK CL A$2430.00%30CommonSOLE
00444T209TLPHTALPHERA INC COM NEW$630.00%137CommonSOLE
464288281EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF$500.00%1CommonSOLE
464287242LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF$170.00%0CommonSOLE
676118201OMEXODYSSEY MARINE EXPL INC COM NEW$110.00%9CommonSOLE
82655M206SIFYSIFY TECHNOLOGIES LTD SPONSORED ADR$90.00%2CommonSOLE

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.