MondegarAI
Mariner, LLC

Q2 2024 · 13F-HR

Mariner, LLCholdings as filed

Filed 2024-08-13 · accession 0001580642-24-004507

$51.58B
Reported value
3,153
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 3153

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$2.85B5.52%13,519,619CommonNONE
464287200IVVISHARES TR$2.33B4.52%4,263,655CommonNONE
67066G104NVDANVIDIA CORPORATION$1.83B3.56%14,852,927CommonNONE
594918104MSFTMICROSOFT CORP$1.66B3.22%3,718,711CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.33B2.59%27,012,626CommonNONE
023135106AMZNAMAZON COM INC$807.3M1.57%4,177,557CommonNONE
464287507IJHISHARES TR$699.3M1.36%11,949,940CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$674.3M1.31%1,239,093CommonNONE
464287226AGGISHARES TR$671.1M1.30%6,912,868CommonNONE
922908744VTVVANGUARD INDEX FDS$638.7M1.24%3,982,054CommonNONE
02079K305GOOGLALPHABET INC$638.1M1.24%3,503,065CommonNONE
46432F842IEFAISHARES TR$613.3M1.19%8,443,417CommonNONE
922908736VUGVANGUARD INDEX FDS$585.0M1.13%1,564,202CommonNONE
11135F101AVGOBROADCOM INC$548.8M1.06%341,791CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$524.9M1.02%11,996,056CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$492.6M0.96%2,435,601CommonNONE
532457108LLYELI LILLY & CO$487.1M0.94%538,037CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$440.1M0.85%3,729,707CommonNONE
742718109PGPROCTER AND GAMBLE CO$429.5M0.83%2,604,471CommonNONE
922908769VTIVANGUARD INDEX FDS$420.2M0.81%1,570,469CommonNONE
30303M102METAMETA PLATFORMS INC$410.6M0.80%814,303CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$406.5M0.79%999,184CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$400.5M0.78%3,971,631CommonNONE
922908363VOOVANGUARD INDEX FDS$356.7M0.69%713,185CommonNONE
46090E103QQQINVESCO QQQ TR$354.2M0.69%739,237CommonNONE
464287309IVWISHARES TR$350.5M0.68%3,787,254CommonNONE
46434V613IUSBISHARES TR$332.5M0.64%7,352,713CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$310.7M0.60%365,543CommonNONE
922908629VOVANGUARD INDEX FDS$305.7M0.59%1,262,635CommonNONE
437076102HDHOME DEPOT INC$302.2M0.59%877,953CommonNONE
46434G103IEMGISHARES INC$298.4M0.58%5,575,054CommonNONE
031162100AMGNAMGEN INC$280.2M0.54%896,868CommonNONE
922908751VBVANGUARD INDEX FDS$270.9M0.53%1,242,346CommonNONE
02079K107GOOGALPHABET INC$268.6M0.52%1,464,386CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$253.8M0.49%498,353CommonNONE
81762P102NOWSERVICENOW INC$241.1M0.47%306,533CommonNONE
931142103WMTWALMART INC$239.9M0.47%3,543,523CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$238.7M0.46%1,471,577CommonNONE
57636Q104MAMASTERCARD INCORPORATED$236.5M0.46%536,069CommonNONE
166764100CVXCHEVRON CORP NEW$236.4M0.46%1,511,501CommonNONE
464287465EFAISHARES TR$234.2M0.45%2,989,603CommonNONE
464289438IWYISHARES TR$230.8M0.45%1,076,038CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$230.8M0.45%1,264,179CommonNONE
478160104JNJJOHNSON & JOHNSON$226.4M0.44%1,548,755CommonNONE
92826C839VVISA INC$224.3M0.43%854,411CommonNONE
88160R101TSLATESLA INC$220.6M0.43%1,114,638CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$216.9M0.42%3,375,098CommonNONE
58933Y105MRKMERCK & CO INC$205.5M0.40%1,659,512CommonNONE
464287614IWFISHARES TR$204.3M0.40%560,348CommonNONE
00724F101ADBEADOBE INC$202.8M0.39%365,088CommonNONE
464287408IVEISHARES TR$202.5M0.39%1,112,452CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$194.1M0.38%351,064CommonNONE
464287804IJRISHARES TR$184.5M0.36%1,730,179CommonNONE
872590104TMUST-MOBILE US INC$181.4M0.35%1,029,378CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$181.3M0.35%2,447,084CommonNONE
464287440IEFISHARES TR$180.5M0.35%1,927,137CommonNONE
863667101SYKSTRYKER CORPORATION$180.2M0.35%529,648CommonNONE
30231G102XOMEXXON MOBIL CORP$179.3M0.35%1,557,428CommonNONE
464288414MUBISHARES TR$177.7M0.34%1,667,865CommonNONE
65339F101NEENEXTERA ENERGY INC$177.7M0.34%2,509,587CommonNONE
00287Y109ABBVABBVIE INC$175.4M0.34%1,022,750CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$175.1M0.34%4,557,019CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$170.0M0.33%4,846,205CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$169.9M0.33%2,184,542CommonNONE
580135101MCDMCDONALDS CORP$168.3M0.33%660,409CommonNONE
744320102PRUPRUDENTIAL FINL INC$163.3M0.32%1,393,322CommonNONE
78464A854SPYMSPDR SER TR$159.1M0.31%2,486,007CommonNONE
713448108PEPPEPSICO INC$156.3M0.30%947,888CommonNONE
922908553VNQVANGUARD INDEX FDS$152.9M0.30%1,824,972CommonNONE
464287622IWBISHARES TR$149.3M0.29%501,889CommonNONE
002824100ABTABBOTT LABS$145.5M0.28%1,400,045CommonNONE
46432F834IXUSISHARES TR$144.9M0.28%2,144,843CommonNONE
872540109TJXTJX COS INC NEW$142.2M0.28%1,291,405CommonNONE
631103108NDAQNASDAQ INC$141.5M0.27%2,348,339CommonNONE
68389X105ORCLORACLE CORP$138.4M0.27%980,395CommonNONE
654106103NKENIKE INC$137.7M0.27%1,826,987CommonNONE
464287655IWMISHARES TR$137.1M0.27%675,833CommonNONE
464287150ITOTISHARES TR$129.7M0.25%1,091,923CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$127.4M0.25%563,243CommonNONE
46434V621DGROISHARES TR$126.6M0.25%2,197,955CommonNONE
907818108UNPUNION PAC CORP$126.1M0.24%557,512CommonNONE
56585A102MPCMARATHON PETE CORP$123.9M0.24%714,474CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$121.9M0.24%318,187CommonNONE
922907746VTEBVANGUARD MUN BD FDS$119.9M0.23%2,391,788CommonNONE
882508104TXNTEXAS INSTRS INC$119.7M0.23%615,337CommonNONE
464287499IWRISHARES TR$118.9M0.23%1,466,374CommonNONE
718546104PSXPHILLIPS 66$118.3M0.23%838,234CommonNONE
482480100KLACKLA CORP$115.7M0.22%140,288CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$114.7M0.22%737,658CommonNONE
94106L109WMWASTE MGMT INC DEL$113.0M0.22%529,792CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$110.5M0.21%2,911,827CommonNONE
922908637VVVANGUARD INDEX FDS$110.1M0.21%440,897CommonNONE
969457100WMBWILLIAMS COS INC$108.4M0.21%2,551,042CommonNONE
921937835BNDVANGUARD BD INDEX FDS$108.3M0.21%1,502,539CommonNONE
464288687PFFISHARES TR$107.5M0.21%3,407,574CommonNONE
921937819BIVVANGUARD BD INDEX FDS$107.2M0.21%1,430,804CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$105.8M0.21%773,127CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$105.7M0.20%3,279,005CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$105.1M0.20%720,613CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$104.8M0.20%673,999CommonNONE
548661107LOWLOWES COS INC$104.5M0.20%474,161CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$102.5M0.20%1,022,690CommonNONE
46429B697USMVISHARES TR$101.4M0.20%1,207,187CommonNONE
G29183103ETNEATON CORP PLC$101.1M0.20%322,297CommonNONE
512807108LRCXEURLAM RESEARCH CORP$98.3M0.19%92,303CommonNONE
747525103QCOMQUALCOMM INC$95.2M0.18%478,138CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$93.2M0.18%442,430CommonNONE
69047Q102OVVOVINTIV INC$91.0M0.18%1,942,552CommonNONE
00766T100ACMAECOM$89.9M0.17%1,020,438CommonNONE
464287598IWDISHARES TR$88.7M0.17%508,220CommonNONE
697435105PANWPALO ALTO NETWORKS INC$88.5M0.17%260,937CommonNONE
46982L108JJACOBS SOLUTIONS INC$88.5M0.17%633,131CommonNONE
29355A107ENPHENPHASE ENERGY INC$87.7M0.17%879,843CommonNONE
883203101TXTTEXTRON INC$86.6M0.17%1,008,989CommonNONE
040413106ANETEURARISTA NETWORKS INC$86.3M0.17%246,101CommonNONE
78464A508SPYVSPDR SER TR$86.2M0.17%1,769,370CommonNONE
00206R102TAT&T INC$85.3M0.17%4,463,056CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$84.5M0.16%1,610,303CommonNONE
17275R102CSCOCISCO SYS INC$83.8M0.16%1,763,937CommonNONE
09247X101BLKCHFBLACKROCK INC$83.5M0.16%106,011CommonNONE
452308109ITWILLINOIS TOOL WKS INC$83.4M0.16%351,941CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$83.0M0.16%20,942CommonNONE
254687106DISDISNEY WALT CO$82.4M0.16%829,837CommonNONE
855244109SBUXSTARBUCKS CORP$81.8M0.16%1,051,179CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$81.7M0.16%3,156,258CommonNONE
79466L302CRMSALESFORCE INC$81.5M0.16%317,136CommonNONE
060505104BACBANK AMERICA CORP$81.3M0.16%2,043,528CommonNONE
20030N101CMCSACOMCAST CORP NEW$80.4M0.16%2,053,444CommonNONE
47103U845JAAAJANUS DETROIT STR TR$80.3M0.16%1,578,313CommonNONE
64110L106NFLXNETFLIX INC$80.1M0.16%118,642CommonNONE
464288158SUBISHARES TR$79.5M0.15%760,416CommonNONE
191216100KOCOCA COLA CO$79.1M0.15%1,242,688CommonNONE
78464A409SPYGSPDR SER TR$79.0M0.15%985,777CommonNONE
038222105AMATAPPLIED MATLS INC$79.0M0.15%334,630CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$78.1M0.15%1,242,568CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$77.3M0.15%254,910CommonNONE
871607107SNPSSYNOPSYS INC$74.9M0.15%125,909CommonNONE
337738108FISVFISERV INC$74.8M0.15%502,020CommonNONE
921932869IVOGVANGUARD ADMIRAL FDS INC$74.3M0.14%678,369CommonNONE
921932844IVOVVANGUARD ADMIRAL FDS INC$74.2M0.14%847,833CommonNONE
46434V878ICSHISHARES TR$73.9M0.14%1,463,308CommonNONE
438516106HONHONEYWELL INTL INC$73.3M0.14%343,081CommonNONE
149123101CATCATERPILLAR INC$71.9M0.14%215,707CommonNONE
464287234EEMISHARES TR$70.8M0.14%1,661,425CommonNONE
46432F339QUALISHARES TR$70.7M0.14%414,037CommonNONE
922908611VBRVANGUARD INDEX FDS$68.6M0.13%375,927CommonNONE
808524607SCHASCHWAB STRATEGIC TR$68.6M0.13%1,445,227CommonNONE
46434V860TFLOISHARES TR$67.9M0.13%1,339,825CommonNONE
617446448MSMORGAN STANLEY$64.7M0.13%665,521CommonNONE
058498106BALLBALL CORP$64.6M0.13%1,076,602CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$64.5M0.13%1,096,831CommonNONE
78468R663BILSPDR SER TR$64.1M0.12%698,939CommonNONE
922908512VOEVANGUARD INDEX FDS$63.6M0.12%423,126CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$63.5M0.12%322,122CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$63.2M0.12%139,639CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$63.2M0.12%2,128,415CommonNONE
464288646IGSBISHARES TR$62.9M0.12%1,227,654CommonNONE
64110D104NTAPNETAPP INC$62.4M0.12%484,122CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$61.8M0.12%675,052CommonNONE
78464A474SPSBSPDR SER TR$61.5M0.12%2,071,537CommonNONE
911363109URIUNITED RENTALS INC$60.9M0.12%94,236CommonNONE
48251W104KKRKKR & CO INC$60.8M0.12%577,275CommonNONE
464288372IGFISHARES TR$60.6M0.12%1,265,317CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$59.6M0.12%502,420CommonNONE
464287481IWPISHARES TR$59.5M0.12%539,636CommonNONE
370334104GISGENERAL MLS INC$58.4M0.11%923,413CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$58.2M0.11%1,544,144CommonNONE
72201R833MINTPIMCO ETF TR$57.2M0.11%568,358CommonNONE
78463V107GLDSPDR GOLD TR$57.1M0.11%265,751CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$56.9M0.11%121,412CommonNONE
704326107PAYXPAYCHEX INC$56.7M0.11%478,482CommonNONE
235851102DHRDANAHER CORPORATION$56.6M0.11%226,417CommonNONE
219350105GLWCORNING INC$56.5M0.11%1,454,915CommonNONE
009158106APDAIR PRODS & CHEMS INC$55.5M0.11%214,879CommonNONE
464285204IAUISHARES GOLD TR$55.1M0.11%1,253,973CommonNONE
571903202MARMARRIOTT INTL INC NEW$55.0M0.11%227,544CommonNONE
46435G326IDEVISHARES TR$54.9M0.11%836,396CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$54.7M0.11%102,280CommonNONE
464287101OEFISHARES TR$54.5M0.11%206,384CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$54.5M0.11%331,984CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$54.2M0.11%278,996CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$54.1M0.10%695,531CommonNONE
291011104EMREMERSON ELEC CO$54.0M0.10%490,127CommonNONE
609207105MDLZMONDELEZ INTL INC$51.9M0.10%793,171CommonNONE
244199105DEDEERE & CO$51.8M0.10%138,654CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$51.7M0.10%155,163CommonNONE
G5960L103MDTMEDTRONIC PLC$51.5M0.10%654,915CommonNONE
92204A702VGTVANGUARD WORLD FD$51.3M0.10%89,057CommonNONE
29444U700EQIXEQUINIX INC$51.2M0.10%67,610CommonNONE
824348106SHWSHERWIN WILLIAMS CO$50.2M0.10%168,217CommonNONE
46432F859ISTBISHARES TR$50.2M0.10%1,059,180CommonNONE
670100205NVONOVO-NORDISK A S$49.0M0.10%343,357CommonNONE
929160109VMCVULCAN MATLS CO$48.5M0.09%195,007CommonNONE
69374H881COWZPACER FDS TR$48.5M0.09%889,370CommonNONE
46435G417IMTBISHARES TR$48.2M0.09%1,131,572CommonNONE
46434G764EMXCISHARES INC$47.8M0.09%808,011CommonNONE
87612E106TGTTARGET CORP$47.8M0.09%323,081CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$47.8M0.09%486,988CommonNONE
311900104FASTFASTENAL CO$47.5M0.09%756,189CommonNONE
464287168DVYISHARES TR$47.5M0.09%392,248CommonNONE
922908595VBKVANGUARD INDEX FDS$47.4M0.09%189,655CommonNONE
464288356CMFISHARES TR$46.9M0.09%825,257CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$46.7M0.09%269,858CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$46.6M0.09%602,593CommonNONE
09260D107BXBLACKSTONE INC$46.2M0.09%372,961CommonNONE
949746101WMT2WELLS FARGO CO NEW$45.8M0.09%771,634CommonNONE
036752103ELVELEVANCE HEALTH INC$45.8M0.09%84,544CommonNONE
55336V100MPLXMPLX LP$45.2M0.09%1,062,052CommonNONE
88579Y101MMM3M CO$45.2M0.09%442,214CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$44.7M0.09%397,262CommonNONE
49456B101KMIKINDER MORGAN INC DEL$44.4M0.09%2,236,040CommonNONE
922908652VXFVANGUARD INDEX FDS$43.3M0.08%256,732CommonNONE
539830109LMTLOCKHEED MARTIN CORP$42.9M0.08%91,868CommonNONE
231021106CMICUMMINS INC$42.6M0.08%153,858CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$41.8M0.08%701,387CommonNONE
871829107SYYSYSCO CORP$41.7M0.08%583,453CommonNONE
053332102AZOAUTOZONE INC$41.4M0.08%13,974CommonNONE
98978V103ZTSZOETIS INC$41.3M0.08%238,173CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$41.1M0.08%989,863CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$40.9M0.08%405,053CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$40.0M0.08%969,222CommonNONE
464288885EFGISHARES TR$40.0M0.08%390,623CommonNONE
98419M100XYLXYLEM INC$39.8M0.08%293,755CommonNONE
37954Y673PAVEGLOBAL X FDS$39.4M0.08%1,064,725CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$39.2M0.08%846,046CommonNONE
58155Q103MCKMCKESSON CORP$38.5M0.07%65,987CommonNONE
717081103PFEPFIZER INC$38.3M0.07%1,370,237CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$38.0M0.07%1,013,603CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$37.6M0.07%1,785,609CommonNONE
012653101ALBALBEMARLE CORP$37.0M0.07%386,842CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$36.8M0.07%154,197CommonNONE
319829107FCFFIRST COMWLTH FINL CORP PA$36.6M0.07%2,652,465CommonNONE
75513E101RTXRTX CORPORATION$36.6M0.07%364,820CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$36.5M0.07%629,671CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$36.1M0.07%81,219CommonNONE
46435U713IFRAISHARES TR$36.1M0.07%857,627CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$35.8M0.07%245,497CommonNONE
808513105SCHWSCHWAB CHARLES CORP$35.8M0.07%485,204CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$35.2M0.07%202,406CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$34.8M0.07%764,410CommonNONE
369604301GEGE AEROSPACE$34.6M0.07%217,921CommonNONE
46429B663HDVISHARES TR$34.4M0.07%316,433CommonNONE
743315103PGRPROGRESSIVE CORP$34.3M0.07%165,323CommonNONE
097023105BABOEING CO$33.9M0.07%186,517CommonNONE
46434V407SHYGISHARES TR$33.8M0.07%801,249CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$33.7M0.07%352,785CommonNONE
375558103GILDGILEAD SCIENCES INC$33.6M0.07%489,504CommonNONE
464287473IWSISHARES TR$33.3M0.06%275,723CommonNONE
921910816MGKVANGUARD WORLD FD$33.3M0.06%105,848CommonNONE
461202103INTUINTUIT$32.4M0.06%49,375CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$32.4M0.06%1,231,864CommonNONE
718172109PMPHILIP MORRIS INTL INC$32.3M0.06%318,711CommonNONE
126650100CVSCVS HEALTH CORP$32.0M0.06%542,308CommonNONE
458140100INTCINTEL CORP$31.9M0.06%1,028,798CommonNONE
025816109AXPAMERICAN EXPRESS CO$31.7M0.06%137,015CommonNONE
464288570DSIISHARES TR$31.6M0.06%304,195CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$31.4M0.06%763,356CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$31.3M0.06%1,080,105CommonNONE
G3223R108EGEVEREST GROUP LTD$31.0M0.06%81,315CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$31.0M0.06%330,077CommonNONE
78409V104SPGIS&P GLOBAL INC$30.7M0.06%68,878CommonNONE
31428X106FDXFEDEX CORP$30.6M0.06%101,999CommonNONE
808524706SCHESCHWAB STRATEGIC TR$30.6M0.06%1,150,951CommonNONE
922908538VOTVANGUARD INDEX FDS$30.4M0.06%132,511CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$30.2M0.06%581,807CommonNONE
034164103ANDEANDERSONS INC$29.9M0.06%603,185CommonNONE
20825C104COPCONOCOPHILLIPS$29.9M0.06%261,113CommonNONE
G54950103LINLINDE PLC$29.3M0.06%66,765CommonNONE
032654105ADIANALOG DEVICES INC$29.1M0.06%127,455CommonNONE
464287606IJKISHARES TR$28.8M0.06%327,302CommonNONE
05722G100BKRBAKER HUGHES COMPANY$28.5M0.06%810,468CommonNONE
842587107SOSOUTHERN CO$28.4M0.06%366,372CommonNONE
46436E718SGOVISHARES TR$28.2M0.05%280,507CommonNONE
464288877EFVISHARES TR$28.0M0.05%527,192CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$27.6M0.05%305,589CommonNONE
46434V456IQLTISHARES TR$27.5M0.05%703,432CommonNONE
464287721IYWISHARES TR$27.4M0.05%181,907CommonNONE
29273V100ETENERGY TRANSFER L P$27.3M0.05%1,682,163CommonNONE
40412C101HCAHCA HEALTHCARE INC$27.2M0.05%84,780CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$26.8M0.05%330,299CommonNONE
H1467J104CBCHUBB LIMITED$26.7M0.05%104,832CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$26.7M0.05%292,765CommonNONE
595112103MUMICRON TECHNOLOGY INC$26.6M0.05%202,519CommonNONE
148929102CAVACAVA GROUP INC$26.5M0.05%286,197CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$26.2M0.05%67,019CommonNONE
651639106NEMNEWMONT CORP$26.0M0.05%621,767CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$26.0M0.05%428,224CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$26.0M0.05%741,624CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$25.8M0.05%511,927CommonNONE
N07059210ASMLASML HOLDING N V$25.8M0.05%25,259CommonNONE
97717X669DGRWWISDOMTREE TR$25.8M0.05%330,470CommonNONE
78464A763SDYSPDR SER TR$25.7M0.05%201,861CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$25.7M0.05%286,000CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$25.6M0.05%376,179CommonNONE
464287630IWNISHARES TR$25.6M0.05%168,228CommonNONE
172967424CCITIGROUP INC$25.6M0.05%403,594CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$25.6M0.05%439,531CommonNONE
194162103CLCOLGATE PALMOLIVE CO$25.6M0.05%263,348CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$25.4M0.05%661,629CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$25.3M0.05%829,951CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$25.2M0.05%315,493CommonNONE
78464A649SPABSPDR SER TR$24.9M0.05%990,525CommonNONE
921909768VXUSVANGUARD STAR FDS$24.6M0.05%408,164CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$24.3M0.05%334,986CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$24.3M0.05%199,335CommonNONE
780259305SHELSHELL PLC$24.1M0.05%333,949CommonNONE
518416102RODMLATTICE STRATEGIES TR$23.8M0.05%862,473CommonNONE
02209S103MOALTRIA GROUP INC$23.7M0.05%521,117CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$23.7M0.05%818,283CommonNONE
15677J108DAYDAYFORCE INC$23.6M0.05%476,306CommonNONE
464287689IWVISHARES TR$23.3M0.05%75,465CommonNONE
464287879IJSISHARES TR$23.3M0.05%239,103CommonNONE
23331A109DHID R HORTON INC$23.2M0.04%164,624CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$23.2M0.04%346,183CommonNONE
682680103OKEONEOK INC NEW$23.0M0.04%281,608CommonNONE
72202L371MFDXPIMCO EQUITY SER$22.9M0.04%756,457CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$22.7M0.04%362,345CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$22.7M0.04%68,999CommonNONE
464287887IJTISHARES TR$22.7M0.04%176,573CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$22.7M0.04%147,213CommonNONE
00214Q104ARKKARK ETF TR$22.6M0.04%513,621CommonNONE
92204A504VHTVANGUARD WORLD FD$22.3M0.04%83,812CommonNONE
921937827BSVVANGUARD BD INDEX FDS$22.2M0.04%289,112CommonNONE
464287457SHYISHARES TR$21.7M0.04%265,638CommonNONE
88339J105TTDTHE TRADE DESK INC$21.6M0.04%221,293CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$21.3M0.04%116,906CommonNONE
464288240ACWXISHARES TR$21.2M0.04%398,923CommonNONE
66987V109NVSNOVARTIS AG$21.1M0.04%197,781CommonNONE
91913Y100VLOVALERO ENERGY CORP$20.8M0.04%132,746CommonNONE
37045V100GMGENERAL MTRS CO$20.7M0.04%446,125CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$20.7M0.04%234,357CommonNONE
904767704UNILEVER PLC$20.7M0.04%375,900CommonNONE
833445109SNOWSNOWFLAKE INC$20.6M0.04%152,666CommonNONE
46434VBD1IBDQISHARES TR$20.4M0.04%820,554CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$20.0M0.04%266,386CommonNONE
494368103KMBKIMBERLY-CLARK CORP$19.7M0.04%142,615CommonNONE
893641100TDGTRANSDIGM GROUP INC$19.6M0.04%15,375CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$19.6M0.04%32CommonNONE
464287705IJJISHARES TR$19.4M0.04%171,156CommonNONE
615369105MCOMOODYS CORP$19.2M0.04%45,731CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$19.2M0.04%365,147CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$19.0M0.04%346,927CommonNONE
69374H857CALFPACER FDS TR$18.7M0.04%430,204CommonNONE
78468R853SPSMSPDR SER TR$18.7M0.04%450,358CommonNONE
773903109ROKROCKWELL AUTOMATION INC$18.4M0.04%66,774CommonNONE
78463X756EWXSPDR INDEX SHS FDS$18.3M0.04%315,597CommonNONE
82509L107SHOPSHOPIFY INC$18.2M0.04%275,651CommonNONE
172908105CTASCINTAS CORP$18.1M0.04%25,913CommonNONE
464287432TLTISHARES TR$18.1M0.04%197,456CommonNONE
12572Q105CMECME GROUP INC$18.1M0.04%92,003CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$17.8M0.03%996,929CommonNONE
46435G516ESGDISHARES TR$17.7M0.03%224,834CommonNONE
78464A201SLYGSPDR SER TR$17.7M0.03%205,943CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$17.6M0.03%432,799CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$17.6M0.03%87,752CommonNONE
03831W108APPAPPLOVIN CORP$17.6M0.03%210,962CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$17.5M0.03%291,527CommonNONE
78464A664SPTLSPDR SER TR$17.5M0.03%641,481CommonNONE
464287739IYRISHARES TR$17.4M0.03%198,249CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$17.4M0.03%253,755CommonNONE
369550108GDGENERAL DYNAMICS CORP$17.4M0.03%59,858CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$17.3M0.03%44,930CommonNONE
902973304USBUS BANCORP DEL$17.3M0.03%435,854CommonNONE
464288307IMCGISHARES TR$17.3M0.03%255,317CommonNONE
816307300SLQTSELECTQUOTE INC$17.1M0.03%6,207,701CommonNONE
78463X855GIISPDR INDEX SHS FDS$17.0M0.03%310,368CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$16.8M0.03%199,480CommonNONE
464288802SUSAISHARES TR$16.8M0.03%149,137CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$16.7M0.03%263,577CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$16.7M0.03%218,073CommonNONE
701094104PHPARKER-HANNIFIN CORP$16.7M0.03%32,969CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$16.6M0.03%423,023CommonNONE
06368B504FNGSBANK MONTREAL MEDIUM$16.5M0.03%336,034CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$16.4M0.03%191,725CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$16.4M0.03%153,497CommonNONE
464287648IWOISHARES TR$16.4M0.03%62,516CommonNONE
464287549IGMISHARES TR$16.4M0.03%173,631CommonNONE
776696106ROPROPER TECHNOLOGIES INC$16.3M0.03%28,971CommonNONE
89832Q109TFCTRUIST FINL CORP$16.3M0.03%418,880CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$16.2M0.03%174,829CommonNONE
46429B655FLOTISHARES TR$16.1M0.03%315,751CommonNONE
19260Q107COINCOINBASE GLOBAL INC$16.1M0.03%72,403CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$16.0M0.03%275,731CommonNONE
78464A805SPTMSPDR SER TR$15.8M0.03%238,074CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$15.8M0.03%1,027,153CommonNONE
278865100ECLECOLAB INC$15.8M0.03%66,284CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$15.8M0.03%323,922CommonNONE
464287523SOXXISHARES TR$15.8M0.03%63,924CommonNONE
760759100RSGREPUBLIC SVCS INC$15.6M0.03%80,249CommonNONE
464288588MBBISHARES TR$15.5M0.03%168,883CommonNONE
92645B103VCTRVICTORY CAP HLDGS INC$15.4M0.03%322,576CommonNONE
33740F565ILDRFIRST TR EXCHNG TRADED FD VI$15.4M0.03%653,848CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$15.3M0.03%323,724CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$15.2M0.03%151,685CommonNONE
384802104GWWGRAINGER W W INC$15.1M0.03%16,769CommonNONE
464288661IEIISHARES TR$15.1M0.03%130,868CommonNONE
78468R770ONEYSPDR SER TR$15.0M0.03%144,881CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$15.0M0.03%18,331CommonNONE
46432F396MTUMISHARES TR$14.9M0.03%76,667CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$14.9M0.03%318,135CommonNONE
136375102CNICANADIAN NATL RY CO$14.8M0.03%125,274CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$14.8M0.03%303,870CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$14.6M0.03%263,757CommonNONE
921932794VIOGVANGUARD ADMIRAL FDS INC$14.6M0.03%132,012CommonNONE
189054109CLXCLOROX CO DEL$14.5M0.03%106,317CommonNONE
670346105NUENUCOR CORP$14.5M0.03%91,514CommonNONE
46436E866ISHARES TR$14.4M0.03%621,384CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$14.4M0.03%33,052CommonNONE
126408103CSXCSX CORP$14.4M0.03%429,111CommonNONE
655844108NSCNORFOLK SOUTHN CORP$14.3M0.03%66,571CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$14.3M0.03%104,189CommonNONE
92189F643MOATVANECK ETF TRUST$14.2M0.03%163,690CommonNONE
464288281EMBISHARES TR$14.2M0.03%160,085CommonNONE
74340W103PLDPROLOGIS INC.$14.2M0.03%126,111CommonNONE
78464A672SPTISPDR SER TR$14.0M0.03%501,329CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$14.0M0.03%54,094CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$14.0M0.03%436,389CommonNONE
125523100CITHE CIGNA GROUP$13.9M0.03%42,198CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$13.9M0.03%45,236CommonNONE
97717Y527USFRWISDOMTREE TR$13.9M0.03%276,289CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$13.9M0.03%219,834CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$13.7M0.03%148,535CommonNONE
046353108AZNNASTRAZENECA PLC$13.5M0.03%173,718CommonNONE
427866108HSYHERSHEY CO$13.5M0.03%73,344CommonNONE
345370860FFORD MTR CO DEL$13.5M0.03%1,075,006CommonNONE
46434VBG4IBDPISHARES TR$13.4M0.03%534,073CommonNONE
032095101APHAMPHENOL CORP NEW$13.4M0.03%199,002CommonNONE
26875P101EOGEOG RES INC$13.3M0.03%106,009CommonNONE
806857108SLBSCHLUMBERGER LTD$13.3M0.03%282,720CommonNONE
78463X749RWOSPDR INDEX SHS FDS$13.3M0.03%320,394CommonNONE
372460105GPCGENUINE PARTS CO$13.3M0.03%96,078CommonNONE
055622104BPBP PLC$13.2M0.03%365,072CommonNONE
464288638IGIBISHARES TR$13.1M0.03%256,273CommonNONE
464287176TIPISHARES TR$12.9M0.02%120,710CommonNONE
78468R408SJNKSPDR SER TR$12.9M0.02%514,713CommonNONE
46434V449IMTMISHARES TR$12.8M0.02%331,266CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$12.8M0.02%9,170CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$12.8M0.02%123,305CommonNONE
78464A821MDYGSPDR SER TR$12.7M0.02%151,652CommonNONE
001055102AFLAFLAC INC$12.7M0.02%141,807CommonNONE
336433107FSLRFIRST SOLAR INC$12.7M0.02%56,137CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$12.6M0.02%249,007CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$12.6M0.02%222,667CommonNONE
03076C106AMPAMERIPRISE FINL INC$12.6M0.02%29,415CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$12.6M0.02%655,225CommonNONE
78464A300SLYVSPDR SER TR$12.6M0.02%160,298CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$12.6M0.02%143,046CommonNONE
G0403H108AONAON PLC$12.5M0.02%42,653CommonNONE
225655109CCAPCRESCENT CAP BDC INC$12.5M0.02%663,288CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$12.4M0.02%168,894CommonNONE
74348A467NOBLPROSHARES TR$12.4M0.02%129,422CommonNONE
464286533EEMVISHARES INC$12.4M0.02%217,443CommonNONE
46429B689EFAVISHARES TR$12.4M0.02%178,421CommonNONE
92647N535USTBVICTORY PORTFOLIOS II$12.4M0.02%248,171CommonNONE
03073E105CORCENCORA INC$12.3M0.02%54,774CommonNONE
46435G425ESGUISHARES TR$12.3M0.02%103,090CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$12.1M0.02%157,043CommonNONE
46090A887GSYPOWERSHARES ACTIVELY MANAGED$12.0M0.02%241,470CommonNONE
464286525ACWVISHARES INC$12.0M0.02%114,886CommonNONE
89628W302ABFLTRIMTABS ETF TR$11.9M0.02%196,216CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$11.9M0.02%580,710CommonNONE
316773100FITBFIFTH THIRD BANCORP$11.9M0.02%325,256CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$11.9M0.02%401,209CommonNONE
78464A847SPMDSPDR SER TR$11.8M0.02%230,851CommonNONE
14064D550TACKCAPITOL SER TR$11.8M0.02%453,521CommonNONE
464287515IGVISHARES TR$11.8M0.02%135,282CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$11.7M0.02%199,741CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$11.7M0.02%412,124CommonNONE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$11.7M0.02%397,919CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$11.7M0.02%142,417CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$11.6M0.02%434,261CommonNONE
761152107RMDRESMED INC$11.6M0.02%60,612CommonNONE
922020805VTIPVANGUARD MALVERN FDS$11.6M0.02%238,560CommonNONE
550021109LULULULULEMON ATHLETICA INC$11.6M0.02%38,763CommonNONE
87612G101TRGPTARGA RES CORP$11.6M0.02%89,793CommonNONE
92189F676SMHVANECK ETF TRUST$11.5M0.02%43,964CommonNONE
34959E109FTNTFORTINET INC$11.4M0.02%189,911CommonNONE
33740F433GJUNFIRST TR EXCHNG TRADED FD VI$11.4M0.02%334,759CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$11.4M0.02%254,076CommonNONE
92204A405VFHVANGUARD WORLD FD$11.4M0.02%114,193CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$11.4M0.02%10,829CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$11.3M0.02%143,037CommonNONE
97717X594IHDGWISDOMTREE TR$11.2M0.02%245,706CommonNONE
92939U106WECWEC ENERGY GROUP INC$11.2M0.02%142,163CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$11.1M0.02%69,525CommonNONE
59156R108METMETLIFE INC$11.0M0.02%157,323CommonNONE
260557103DOWDOW INC$11.0M0.02%206,864CommonNONE
92204A108VCRVANGUARD WORLD FD$10.9M0.02%35,007CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$10.9M0.02%78,710CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$10.8M0.02%83,447CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$10.7M0.02%139,769CommonNONE
92840M102VSTVISTRA CORP$10.7M0.02%124,174CommonNONE
464288323NYFISHARES TR$10.6M0.02%199,042CommonNONE
14040H105COFCAPITAL ONE FINL CORP$10.6M0.02%76,547CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$10.5M0.02%9,949CommonNONE
526057104LENLENNAR CORP$10.5M0.02%69,889CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$10.5M0.02%52,977CommonNONE
46434V381XTISHARES TR$10.5M0.02%177,755CommonNONE
302635206FSKFS KKR CAP CORP$10.3M0.02%523,797CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$10.3M0.02%280,865CommonNONE

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.