MondegarAI
Mariner, LLC

Q4 2024 · 13F-HR

Mariner, LLCholdings as filed

Filed 2025-02-13 · accession 0001580642-25-000997

$59.55B
Reported value
3,378
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 3378

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$3.54B5.94%14,134,239CommonNONE
464287200IVVISHARES TR$2.67B4.48%4,536,926CommonNONE
67066G104NVDANVIDIA CORPORATION$2.44B4.10%18,170,137CommonNONE
594918104MSFTMICROSOFT CORP$1.75B2.94%4,157,979CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.37B2.30%28,664,739CommonNONE
023135106AMZNAMAZON COM INC$995.9M1.67%4,538,997CommonNONE
88160R101TSLATESLA INC$869.1M1.46%2,151,934CommonNONE
11135F101AVGOBROADCOM INC$812.2M1.36%3,502,307CommonNONE
464287507IJHISHARES TR$799.1M1.34%12,824,258CommonNONE
464287226AGGISHARES TR$772.2M1.30%7,968,950CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$753.1M1.26%1,284,758CommonNONE
02079K305GOOGLALPHABET INC$708.7M1.19%3,743,694CommonNONE
922908744VTVVANGUARD INDEX FDS$687.4M1.15%4,060,266CommonNONE
922908736VUGVANGUARD INDEX FDS$677.8M1.14%1,651,458CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$642.4M1.08%2,679,863CommonNONE
46432F842IEFAISHARES TR$616.7M1.04%8,774,559CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$559.6M0.94%12,705,607CommonNONE
30303M102METAMETA PLATFORMS INC$556.1M0.93%949,713CommonNONE
46090E103QQQINVESCO QQQ TR$502.3M0.84%982,519CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$478.7M0.80%17,176,803CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$476.9M0.80%1,052,104CommonNONE
922908769VTIVANGUARD INDEX FDS$460.7M0.77%1,589,665CommonNONE
742718109PGPROCTER AND GAMBLE CO$453.4M0.76%2,704,481CommonNONE
46434V613IUSBISHARES TR$439.3M0.74%9,718,320CommonNONE
532457108LLYELI LILLY & CO$435.2M0.73%563,676CommonNONE
922908363VOOVANGUARD INDEX FDS$408.1M0.69%757,409CommonNONE
437076102HDHOME DEPOT INC$378.1M0.63%971,892CommonNONE
464287309IVWISHARES TR$372.5M0.63%3,668,595CommonNONE
922908629VOVANGUARD INDEX FDS$369.6M0.62%1,399,263CommonNONE
464289438IWYISHARES TR$352.3M0.59%1,497,299CommonNONE
922908751VBVANGUARD INDEX FDS$339.1M0.57%1,411,338CommonNONE
931142103WMTWALMART INC$336.9M0.57%3,728,779CommonNONE
81762P102NOWSERVICENOW INC$328.3M0.55%309,637CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$326.3M0.55%356,151CommonNONE
46434G103IEMGISHARES INC$322.5M0.54%6,175,049CommonNONE
02079K107GOOGALPHABET INC$315.6M0.53%1,656,972CommonNONE
57636Q104MAMASTERCARD INCORPORATED$302.6M0.51%574,594CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$280.0M0.47%1,429,938CommonNONE
92826C839VVISA INC$279.3M0.47%883,689CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$256.0M0.43%506,132CommonNONE
166764100CVXCHEVRON CORP NEW$244.3M0.41%1,687,195CommonNONE
872590104TMUST-MOBILE US INC$241.0M0.40%1,091,798CommonNONE
031162100AMGNAMGEN INC$238.3M0.40%914,380CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$235.7M0.40%10,168,084CommonNONE
478160104JNJJOHNSON & JOHNSON$233.6M0.39%1,615,121CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$224.3M0.38%8,210,530CommonNONE
464287465EFAISHARES TR$223.3M0.37%2,953,043CommonNONE
464287614IWFISHARES TR$219.4M0.37%546,201CommonNONE
580135101MCDMCDONALDS CORP$214.6M0.36%740,287CommonNONE
464287408IVEISHARES TR$211.2M0.35%1,106,614CommonNONE
464287804IJRISHARES TR$207.9M0.35%1,804,791CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$207.3M0.35%7,950,753CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$206.1M0.35%1,705,947CommonNONE
464288414MUBISHARES TR$205.9M0.35%1,932,089CommonNONE
863667101SYKSTRYKER CORPORATION$205.6M0.35%571,002CommonNONE
30231G102XOMEXXON MOBIL CORP$195.7M0.33%1,819,147CommonNONE
65339F101NEENEXTERA ENERGY INC$194.3M0.33%2,709,626CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$193.0M0.32%1,000,678CommonNONE
00287Y109ABBVABBVIE INC$192.4M0.32%1,082,859CommonNONE
631103108NDAQNASDAQ INC$190.7M0.32%2,467,182CommonNONE
46434V621DGROISHARES TR$187.1M0.31%3,050,311CommonNONE
219350105GLWCORNING INC$183.9M0.31%3,869,358CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$183.1M0.31%351,978CommonNONE
68389X105ORCLORACLE CORP$178.8M0.30%1,072,872CommonNONE
58933Y105MRKMERCK & CO INC$178.5M0.30%1,795,029CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$175.5M0.29%5,142,599CommonNONE
744320102PRUPRUDENTIAL FINL INC$175.1M0.29%1,476,899CommonNONE
464287440IEFISHARES TR$172.8M0.29%1,868,578CommonNONE
00724F101ADBEADOBE INC$171.8M0.29%386,282CommonNONE
922908553VNQVANGUARD INDEX FDS$169.8M0.29%1,905,778CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$165.1M0.28%8,924,084CommonNONE
78464A854SPYMSPDR SER TR$163.3M0.27%2,368,661CommonNONE
464287622IWBISHARES TR$163.0M0.27%505,935CommonNONE
872540109TJXTJX COS INC NEW$159.3M0.27%1,318,519CommonNONE
550021109LULULULULEMON ATHLETICA INC$158.1M0.27%413,511CommonNONE
464287655IWMISHARES TR$156.6M0.26%708,805CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$153.5M0.26%833,844CommonNONE
922907746VTEBVANGUARD MUN BD FDS$150.3M0.25%2,998,344CommonNONE
46432F834IXUSISHARES TR$146.3M0.25%2,212,272CommonNONE
464287499IWRISHARES TR$144.9M0.24%1,639,655CommonNONE
002824100ABTABBOTT LABS$144.0M0.24%1,273,383CommonNONE
464287150ITOTISHARES TR$143.6M0.24%1,115,921CommonNONE
907818108UNPUNION PAC CORP$141.6M0.24%621,167CommonNONE
713448108PEPPEPSICO INC$140.9M0.24%926,656CommonNONE
969457100WMBWILLIAMS COS INC$139.4M0.23%2,576,435CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$137.2M0.23%401,051CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$132.7M0.22%359,268CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$129.4M0.22%556,618CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$126.3M0.21%3,131,016CommonNONE
922908637VVVANGUARD INDEX FDS$125.8M0.21%466,542CommonNONE
882508104TXNTEXAS INSTRS INC$123.1M0.21%656,303CommonNONE
17275R102CSCOCISCO SYS INC$122.6M0.21%2,070,959CommonNONE
548661107LOWLOWES COS INC$120.6M0.20%488,508CommonNONE
921937819BIVVANGUARD BD INDEX FDS$117.4M0.20%1,571,454CommonNONE
00766T100ACMAECOM$115.8M0.19%1,083,908CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$114.2M0.19%3,300,768CommonNONE
464288687PFFISHARES TR$114.0M0.19%3,627,357CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$113.5M0.19%788,131CommonNONE
G29183103ETNEATON CORP PLC$113.1M0.19%340,747CommonNONE
09290D101BLKBLACKROCK INC$112.7M0.19%109,911CommonNONE
64110L106NFLXNETFLIX INC$112.5M0.19%126,250CommonNONE
94106L109WMWASTE MGMT INC DEL$112.0M0.19%554,952CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$111.7M0.19%1,036,812CommonNONE
921937835BNDVANGUARD BD INDEX FDS$111.0M0.19%1,543,271CommonNONE
040413205ANETARISTA NETWORKS INC$110.2M0.18%996,549CommonNONE
00206R102TAT&T INC$108.2M0.18%4,754,319CommonNONE
718546104PSXPHILLIPS 66$108.2M0.18%949,602CommonNONE
337738108FISVFISERV INC$106.0M0.18%516,083CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$104.1M0.17%20,959CommonNONE
46429B697USMVISHARES TR$103.6M0.17%1,166,670CommonNONE
697435105PANWPALO ALTO NETWORKS INC$100.9M0.17%554,578CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$95.5M0.16%813,273CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$95.3M0.16%448,546CommonNONE
438516106HONHONEYWELL INTL INC$94.7M0.16%419,204CommonNONE
78464A409SPYGSPDR SER TR$94.5M0.16%1,075,496CommonNONE
47103U845JAAAJANUS DETROIT STR TR$94.2M0.16%1,858,408CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$94.2M0.16%746,761CommonNONE
060505104BACBANK AMERICA CORP$93.8M0.16%2,133,630CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$93.0M0.16%264,481CommonNONE
617446448MSMORGAN STANLEY$91.4M0.15%727,396CommonNONE
464287598IWDISHARES TR$91.1M0.15%492,338CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$90.7M0.15%3,996,283CommonNONE
482480100KLACKLA CORP$90.3M0.15%143,217CommonNONE
78464A508SPYVSPDR SER TR$89.4M0.15%1,749,116CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$87.6M0.15%153,037CommonNONE
191216100KOCOCA COLA CO$87.5M0.15%1,404,724CommonNONE
883203101TXTTEXTRON INC$87.0M0.15%1,137,684CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$86.6M0.15%3,413,922CommonNONE
56585A102MPCMARATHON PETE CORP$85.7M0.14%620,713CommonNONE
464288158SUBISHARES TR$84.7M0.14%802,615CommonNONE
149123101CATCATERPILLAR INC$83.9M0.14%231,214CommonNONE
46432F339QUALISHARES TR$83.5M0.14%469,145CommonNONE
922908611VBRVANGUARD INDEX FDS$83.3M0.14%420,240CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$79.0M0.13%359,504CommonNONE
452308109ITWILLINOIS TOOL WKS INC$79.0M0.13%311,484CommonNONE
921932844IVOVVANGUARD ADMIRAL FDS INC$78.9M0.13%826,203CommonNONE
79466L302CRMSALESFORCE INC$78.6M0.13%235,116CommonNONE
48251W104KKRKKR & CO INC$78.6M0.13%531,391CommonNONE
921932869IVOGVANGUARD ADMIRAL FDS INC$77.1M0.13%684,225CommonNONE
808524607SCHASCHWAB STRATEGIC TR$76.1M0.13%2,944,405CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$76.0M0.13%1,649,549CommonNONE
20030N101CMCSACOMCAST CORP NEW$75.9M0.13%2,021,465CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$75.8M0.13%360,403CommonNONE
747525103QCOMQUALCOMM INC$75.3M0.13%490,154CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$74.6M0.13%1,169,659CommonNONE
922908512VOEVANGUARD INDEX FDS$74.1M0.12%457,960CommonNONE
69374H881COWZPACER FDS TR$73.6M0.12%1,302,817CommonNONE
46434V860TFLOISHARES TR$73.3M0.12%1,451,618CommonNONE
464287481IWPISHARES TR$72.1M0.12%569,205CommonNONE
464288372IGFISHARES TR$71.7M0.12%1,371,373CommonNONE
235851102DHRDANAHER CORPORATION$71.5M0.12%311,375CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$71.1M0.12%2,436,602CommonNONE
911363109URIUNITED RENTALS INC$69.3M0.12%98,349CommonNONE
704326107PAYXPAYCHEX INC$68.2M0.11%486,613CommonNONE
09260D107BXBLACKSTONE INC$68.0M0.11%394,348CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$67.9M0.11%532,347CommonNONE
855244109SBUXSTARBUCKS CORP$67.5M0.11%739,669CommonNONE
464288661IEIISHARES TR$67.4M0.11%583,032CommonNONE
512807306LRCXLAM RESEARCH CORP$67.0M0.11%927,657CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$66.6M0.11%363,088CommonNONE
29444U700EQIXEQUINIX INC$66.4M0.11%70,389CommonNONE
009158106APDAIR PRODS & CHEMS INC$66.1M0.11%227,967CommonNONE
058498106BALLBALL CORP$66.1M0.11%1,198,281CommonNONE
49456B101KMIKINDER MORGAN INC DEL$66.1M0.11%2,410,727CommonNONE
78463V107GLDSPDR GOLD TR$65.7M0.11%271,506CommonNONE
87612E106TGTTARGET CORP$65.6M0.11%484,982CommonNONE
824348106SHWSHERWIN WILLIAMS CO$65.5M0.11%192,629CommonNONE
370334104GISGENERAL MLS INC$64.9M0.11%1,018,222CommonNONE
464287234EEMISHARES TR$64.7M0.11%1,547,456CommonNONE
464285204IAUISHARES GOLD TR$64.7M0.11%1,306,192CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$63.5M0.11%362,519CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$63.5M0.11%598,865CommonNONE
464288646IGSBISHARES TR$63.5M0.11%1,228,000CommonNONE
871607107SNPSSYNOPSYS INC$62.8M0.11%129,461CommonNONE
291011104EMREMERSON ELEC CO$62.0M0.10%500,208CommonNONE
012653101ALBALBEMARLE CORP$61.6M0.10%716,009CommonNONE
03831W108APPAPPLOVIN CORP$60.3M0.10%186,198CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$59.9M0.10%361,393CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$59.9M0.10%2,161,181CommonNONE
464287101OEFISHARES TR$59.4M0.10%205,425CommonNONE
539830109LMTLOCKHEED MARTIN CORP$59.2M0.10%121,804CommonNONE
231021106CMICUMMINS INC$58.8M0.10%168,603CommonNONE
64110D104NTAPNETAPP INC$58.1M0.10%500,117CommonNONE
244199105DEDEERE & CO$57.5M0.10%135,809CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$57.3M0.10%100,637CommonNONE
78468R663BILSPDR SER TR$56.4M0.09%616,992CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$56.2M0.09%153,569CommonNONE
52603B107TREELENDINGTREE INC NEW$56.2M0.09%1,450,345CommonNONE
254687106DISDISNEY WALT CO$56.1M0.09%504,243CommonNONE
949746101WMT2WELLS FARGO CO NEW$55.9M0.09%796,535CommonNONE
46434V878ICSHISHARES TR$55.7M0.09%1,104,542CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$55.6M0.09%1,449,015CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$55.4M0.09%599,767CommonNONE
922908595VBKVANGUARD INDEX FDS$55.4M0.09%197,770CommonNONE
871829107SYYSYSCO CORP$55.0M0.09%719,827CommonNONE
921910816MGKVANGUARD WORLD FD$54.6M0.09%159,114CommonNONE
46432F859ISTBISHARES TR$54.1M0.09%1,132,511CommonNONE
311900104FASTFASTENAL CO$54.0M0.09%751,130CommonNONE
72201R833MINTPIMCO ETF TR$53.7M0.09%535,294CommonNONE
46435G326IDEVISHARES TR$53.3M0.09%827,284CommonNONE
929160109VMCVULCAN MATLS CO$52.7M0.09%205,011CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$52.3M0.09%670,992CommonNONE
G5960L103MDTMEDTRONIC PLC$51.3M0.09%642,550CommonNONE
375558103GILDGILEAD SCIENCES INC$50.9M0.09%550,525CommonNONE
464288356CMFISHARES TR$50.5M0.08%881,431CommonNONE
316092360FFLCFIDELITY COVINGTON TRUST$50.5M0.08%1,100,068CommonNONE
55336V100MPLXMPLX LP$50.5M0.08%1,054,275CommonNONE
46434G764EMXCISHARES INC$50.4M0.08%908,025CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$50.2M0.08%887,028CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$50.0M0.08%1,251,282CommonNONE
464287168DVYISHARES TR$49.8M0.08%378,997CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$49.6M0.08%864,454CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$49.3M0.08%122,417CommonNONE
78464A474SPSBSPDR SER TR$49.0M0.08%1,641,794CommonNONE
46435G417IMTBISHARES TR$48.8M0.08%1,148,662CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$48.1M0.08%164,486CommonNONE
46429B663HDVISHARES TR$47.6M0.08%424,379CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$47.2M0.08%2,079,620CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$47.0M0.08%865,906CommonNONE
30212P303EXPEEXPEDIA GROUP INC$46.9M0.08%251,940CommonNONE
922908652VXFVANGUARD INDEX FDS$46.8M0.08%246,372CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$46.5M0.08%89,122CommonNONE
038222105AMATAPPLIED MATLS INC$46.5M0.08%285,710CommonNONE
609207105MDLZMONDELEZ INTL INC$46.2M0.08%773,979CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$46.2M0.08%610,598CommonNONE
46435U713IFRAISHARES TR$45.7M0.08%987,415CommonNONE
75513E101RTXRTX CORPORATION$44.8M0.08%387,389CommonNONE
92204A702VGTVANGUARD WORLD FD$44.4M0.07%71,401CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$44.1M0.07%457,213CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$44.0M0.07%222,948CommonNONE
58155Q103MCKMCKESSON CORP$43.6M0.07%76,579CommonNONE
464288885EFGISHARES TR$43.6M0.07%450,406CommonNONE
025816109AXPAMERICAN EXPRESS CO$43.4M0.07%146,179CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$42.9M0.07%442,375CommonNONE
718172109PMPHILIP MORRIS INTL INC$42.3M0.07%351,601CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$41.6M0.07%1,027,480CommonNONE
74340W103PLDPROLOGIS INC.$41.6M0.07%393,467CommonNONE
743315103PGRPROGRESSIVE CORP$41.4M0.07%172,591CommonNONE
98978V103ZTSZOETIS INC$41.1M0.07%252,242CommonNONE
717081103PFEPFIZER INC$40.6M0.07%1,528,785CommonNONE
808524706SCHESCHWAB STRATEGIC TR$40.3M0.07%1,513,910CommonNONE
78409V104SPGIS&P GLOBAL INC$40.1M0.07%80,489CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$39.3M0.07%1,290,141CommonNONE
808513105SCHWSCHWAB CHARLES CORP$38.7M0.06%522,541CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$38.4M0.06%690,338CommonNONE
464288877EFVISHARES TR$38.1M0.06%726,763CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$38.0M0.06%368,287CommonNONE
37954Y673PAVEGLOBAL X FDS$38.0M0.06%940,226CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$38.0M0.06%465,208CommonNONE
053332102AZOAUTOZONE INC$37.9M0.06%11,822CommonNONE
833445109SNOWSNOWFLAKE INC$37.6M0.06%243,525CommonNONE
02072L565BOXXEA SERIES TRUST$37.2M0.06%337,269CommonNONE
98419M100XYLXYLEM INC$37.0M0.06%318,773CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$36.9M0.06%496,509CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$36.8M0.06%609,740CommonNONE
25809K105DASHDOORDASH INC$36.8M0.06%219,167CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$36.6M0.06%628,310CommonNONE
369604301GEGE AEROSPACE$36.3M0.06%217,625CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$35.8M0.06%1,014,829CommonNONE
464288570DSIISHARES TR$35.6M0.06%323,324CommonNONE
319829107FCFFIRST COMWLTH FINL CORP PA$35.6M0.06%2,106,128CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$34.9M0.06%435,295CommonNONE
69702V107PSBDPALMER SQUARE CAPITAL BDC IN$34.6M0.06%2,275,470CommonNONE
464287473IWSISHARES TR$34.6M0.06%267,173CommonNONE
78464A649SPABSPDR SER TR$34.2M0.06%1,367,785CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$34.1M0.06%1,086,848CommonNONE
05722G100BKRBAKER HUGHES COMPANY$34.1M0.06%830,588CommonNONE
922908538VOTVANGUARD INDEX FDS$34.1M0.06%134,215CommonNONE
02209S103MOALTRIA GROUP INC$34.0M0.06%651,174CommonNONE
464287606IJKISHARES TR$33.9M0.06%372,983CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$33.7M0.06%563,941CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$33.5M0.06%452,269CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$33.0M0.06%683,514CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$31.9M0.05%504,198CommonNONE
842587107SOSOUTHERN CO$31.6M0.05%384,075CommonNONE
29273V100ETENERGY TRANSFER L P$31.5M0.05%1,609,501CommonNONE
G54950103LINLINDE PLC$31.5M0.05%75,243CommonNONE
461202103INTUINTUIT$31.4M0.05%49,898CommonNONE
670100205NVONOVO-NORDISK A S$31.3M0.05%363,313CommonNONE
88023B103TEMTEMPUS AI INC$31.2M0.05%923,786CommonNONE
148929102CAVACAVA GROUP INC$31.1M0.05%275,881CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$30.8M0.05%407,277CommonNONE
H1467J104CBCHUBB LIMITED$30.6M0.05%110,580CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$30.4M0.05%1,177,066CommonNONE
82509L107SHOPSHOPIFY INC$30.2M0.05%284,325CommonNONE
20825C104COPCONOCOPHILLIPS$30.1M0.05%303,823CommonNONE
464287721IYWISHARES TR$30.0M0.05%187,947CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$29.6M0.05%215,254CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$29.3M0.05%366,707CommonNONE
654106103NKENIKE INC$29.0M0.05%382,796CommonNONE
097023105BABOEING CO$28.8M0.05%162,761CommonNONE
31428X106FDXFEDEX CORP$28.7M0.05%102,031CommonNONE
88579Y101MMM3M CO$28.7M0.05%222,179CommonNONE
682680103OKEONEOK INC NEW$28.7M0.05%285,520CommonNONE
172967424CCITIGROUP INC$28.4M0.05%403,987CommonNONE
97717X669DGRWWISDOMTREE TR$28.4M0.05%350,793CommonNONE
46434V456IQLTISHARES TR$27.9M0.05%752,362CommonNONE
032654105ADIANALOG DEVICES INC$27.8M0.05%130,986CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$27.7M0.05%407,691CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$27.6M0.05%64,826CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$27.5M0.05%342,592CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$27.4M0.05%769,772CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$27.2M0.05%206,653CommonNONE
036752103ELVELEVANCE HEALTH INC$27.2M0.05%73,706CommonNONE
464287630IWNISHARES TR$27.2M0.05%165,595CommonNONE
46434V407SHYGISHARES TR$27.1M0.05%636,970CommonNONE
88339J105TTDTHE TRADE DESK INC$26.9M0.05%229,219CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$26.9M0.05%811,197CommonNONE
464287689IWVISHARES TR$26.8M0.05%80,220CommonNONE
40412C101HCAHCA HEALTHCARE INC$26.7M0.04%88,969CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$26.7M0.04%450,952CommonNONE
97717X594IHDGWISDOMTREE TR$26.7M0.04%613,467CommonNONE
78464A763SDYSPDR SER TR$26.5M0.04%200,243CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$26.3M0.04%522,832CommonNONE
518416102RODMLATTICE STRATEGIES TR$26.3M0.04%925,942CommonNONE
921937827BSVVANGUARD BD INDEX FDS$26.1M0.04%338,163CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$26.0M0.04%452,785CommonNONE
46436E718SGOVISHARES TR$26.0M0.04%259,415CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$25.7M0.04%316,901CommonNONE
194162103CLCOLGATE PALMOLIVE CO$25.2M0.04%277,084CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$24.9M0.04%413,004CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$24.7M0.04%425,686CommonNONE
78468R853SPSMSPDR SER TR$24.7M0.04%549,518CommonNONE
615369105MCOMOODYS CORP$24.7M0.04%52,101CommonNONE
921909768VXUSVANGUARD STAR FDS$24.5M0.04%415,435CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$24.5M0.04%365,069CommonNONE
902973304USBUS BANCORP DEL$24.4M0.04%510,301CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$24.3M0.04%284,977CommonNONE
651639106NEMNEWMONT CORP$24.2M0.04%650,538CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$24.2M0.04%539,311CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$24.1M0.04%370,978CommonNONE
464287879IJSISHARES TR$24.1M0.04%221,981CommonNONE
72202L371MFDXPIMCO EQUITY SER$24.1M0.04%815,822CommonNONE
369550108GDGENERAL DYNAMICS CORP$23.9M0.04%90,747CommonNONE
464287432TLTISHARES TR$23.9M0.04%273,713CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$23.8M0.04%35CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$23.8M0.04%106,126CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$23.8M0.04%1,005,307CommonNONE
23804L103DDOGDATADOG INC$23.8M0.04%166,291CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$23.6M0.04%51,118CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$23.6M0.04%444,974CommonNONE
23331A109DHID R HORTON INC$23.6M0.04%168,603CommonNONE
816307300SLQTSELECTQUOTE INC$23.5M0.04%6,314,158CommonNONE
034164103ANDEANDERSONS INC$23.1M0.04%569,566CommonNONE
66987V109NVSNOVARTIS AG$22.9M0.04%235,218CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$22.9M0.04%405,624CommonNONE
12572Q105CMECME GROUP INC$22.8M0.04%98,052CommonNONE
464287887IJTISHARES TR$22.7M0.04%167,934CommonNONE
464287457SHYISHARES TR$22.5M0.04%274,518CommonNONE
594972408MSTRMICROSTRATEGY INC$22.4M0.04%77,409CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$22.3M0.04%435,329CommonNONE
904767704UNILEVER PLC$22.0M0.04%387,835CommonNONE
35473P108DIVIFRANKLIN TEMPLETON ETF TR$21.9M0.04%729,761CommonNONE
00214Q104ARKKARK ETF TR$21.9M0.04%385,468CommonNONE
701094104PHPARKER-HANNIFIN CORP$21.8M0.04%34,271CommonNONE
464287705IJJISHARES TR$21.1M0.04%169,222CommonNONE
92645B103VCTRVICTORY CAP HLDGS INC$21.0M0.04%320,787CommonNONE
46434VBD1IBDQISHARES TR$20.9M0.04%834,872CommonNONE
780259305SHELSHELL PLC$20.9M0.04%332,992CommonNONE
571903202MARMARRIOTT INTL INC NEW$20.8M0.03%74,469CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$20.6M0.03%610,327CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$20.5M0.03%239,485CommonNONE
464288307IMCGISHARES TR$20.5M0.03%271,571CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$20.2M0.03%496,494CommonNONE
893641100TDGTRANSDIGM GROUP INC$19.9M0.03%15,739CommonNONE
19260Q107COINCOINBASE GLOBAL INC$19.9M0.03%80,219CommonNONE
N07059210ASMLASML HOLDING N V$19.9M0.03%28,721CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$19.8M0.03%88,412CommonNONE
464288802SUSAISHARES TR$19.7M0.03%162,083CommonNONE
34959E109FTNTFORTINET INC$19.6M0.03%207,710CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$19.6M0.03%399,647CommonNONE
494368103KMBKIMBERLY-CLARK CORP$19.6M0.03%149,525CommonNONE
46432F396MTUMISHARES TR$19.5M0.03%94,393CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$19.5M0.03%84,451CommonNONE
78464A805SPTMSPDR SER TR$19.4M0.03%271,670CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$19.4M0.03%444,065CommonNONE
172908105CTASCINTAS CORP$19.3M0.03%105,620CommonNONE
46435G516ESGDISHARES TR$19.2M0.03%251,990CommonNONE
464287648IWOISHARES TR$18.9M0.03%65,553CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$18.9M0.03%371,755CommonNONE
89832Q109TFCTRUIST FINL CORP$18.8M0.03%432,961CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$18.7M0.03%686,781CommonNONE
92204A504VHTVANGUARD WORLD FD$18.7M0.03%73,845CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$18.6M0.03%190,439CommonNONE
595112103MUMICRON TECHNOLOGY INC$18.6M0.03%220,722CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$18.5M0.03%39,319CommonNONE
37045V100GMGENERAL MTRS CO$18.4M0.03%345,619CommonNONE
G6683N103NUNU HLDGS LTD$18.4M0.03%1,775,845CommonNONE
464287739IYRISHARES TR$18.3M0.03%197,131CommonNONE
78463X756EWXSPDR INDEX SHS FDS$18.3M0.03%312,376CommonNONE
46429B655FLOTISHARES TR$18.1M0.03%355,502CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$18.0M0.03%440,435CommonNONE
384802104GWWGRAINGER W W INC$17.9M0.03%16,993CommonNONE
458140100INTCINTEL CORP$17.8M0.03%889,930CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$17.8M0.03%1,179,037CommonNONE
78463X855GIISPDR INDEX SHS FDS$17.8M0.03%300,372CommonNONE
464288588MBBISHARES TR$17.7M0.03%192,781CommonNONE
78468R770ONEYSPDR SER TR$17.6M0.03%162,107CommonNONE
36828A101GEVGE VERNOVA INC$17.6M0.03%53,648CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$17.4M0.03%984,653CommonNONE
78464A664SPTLSPDR SER TR$17.3M0.03%660,229CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$17.1M0.03%60,407CommonNONE
92189F643MOATVANECK ETF TRUST$17.0M0.03%182,936CommonNONE
761152107RMDRESMED INC$16.8M0.03%73,550CommonNONE
773903109ROKROCKWELL AUTOMATION INC$16.8M0.03%58,654CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$16.7M0.03%145,419CommonNONE
78464A201SLYGSPDR SER TR$16.7M0.03%185,088CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$16.5M0.03%968,921CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$16.5M0.03%165,283CommonNONE
G0403H108AONAON PLC$16.4M0.03%45,619CommonNONE
001055102AFLAFLAC INC$16.4M0.03%158,382CommonNONE
46434V803HEFAISHARES TR$16.4M0.03%471,391CommonNONE
03076C106AMPAMERIPRISE FINL INC$16.3M0.03%30,689CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$16.3M0.03%285,251CommonNONE
760759100RSGREPUBLIC SVCS INC$16.2M0.03%80,340CommonNONE
464288638IGIBISHARES TR$16.0M0.03%311,412CommonNONE
655844108NSCNORFOLK SOUTHN CORP$16.0M0.03%68,091CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$16.0M0.03%124,064CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$15.9M0.03%164,419CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$15.8M0.03%231,741CommonNONE
91913Y100VLOVALERO ENERGY CORP$15.8M0.03%128,988CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$15.8M0.03%106,001CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$15.7M0.03%175,766CommonNONE
032095101APHAMPHENOL CORP NEW$15.6M0.03%225,082CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$15.6M0.03%184,678CommonNONE
92840M102VSTVISTRA CORP$15.6M0.03%112,798CommonNONE
33740F565ILDRFIRST TR EXCHNG TRADED FD VI$15.5M0.03%608,868CommonNONE
921932794VIOGVANGUARD ADMIRAL FDS INC$15.5M0.03%133,583CommonNONE
278865100ECLECOLAB INC$15.5M0.03%66,212CommonNONE
69374H857CALFPACER FDS TR$15.3M0.03%348,325CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$15.3M0.03%165,903CommonNONE
00039J103YEARAB ACTIVE ETFS INC$15.2M0.03%302,684CommonNONE
46434V449IMTMISHARES TR$15.1M0.03%402,923CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$15.1M0.03%350,324CommonNONE
464287549IGMISHARES TR$15.0M0.03%146,458CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$14.9M0.03%190,123CommonNONE
064058100BKBANK NEW YORK MELLON CORP$14.9M0.02%193,593CommonNONE
97717Y527USFRWISDOMTREE TR$14.8M0.02%294,905CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$14.7M0.02%167,139CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$14.7M0.02%236,438CommonNONE
78464A672SPTISPDR SER TR$14.6M0.02%522,562CommonNONE
78464A821MDYGSPDR SER TR$14.5M0.02%167,224CommonNONE
189054109CLXCLOROX CO DEL$14.4M0.02%88,391CommonNONE
92204A405VFHVANGUARD WORLD FD$14.3M0.02%120,842CommonNONE
316773100FITBFIFTH THIRD BANCORP$14.2M0.02%335,836CommonNONE
776696106ROPROPER TECHNOLOGIES INC$14.1M0.02%27,217CommonNONE
126408103CSXCSX CORP$14.1M0.02%437,225CommonNONE
464287515IGVISHARES TR$14.1M0.02%140,899CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$14.1M0.02%58,442CommonNONE
464288448IDVISHARES TR$14.1M0.02%513,284CommonNONE
125523100CITHE CIGNA GROUP$14.0M0.02%50,728CommonNONE
14040H105COFCAPITAL ONE FINL CORP$14.0M0.02%78,387CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$13.9M0.02%46,334CommonNONE
74348A467NOBLPROSHARES TR$13.9M0.02%139,515CommonNONE
92939U106WECWEC ENERGY GROUP INC$13.9M0.02%147,524CommonNONE
14021D107CGBLCAPITAL GROUP CORE BALANCED$13.8M0.02%440,641CommonNONE
26875P101EOGEOG RES INC$13.7M0.02%111,571CommonNONE
464288240ACWXISHARES TR$13.5M0.02%259,662CommonNONE
464287523SOXXISHARES TR$13.5M0.02%62,538CommonNONE
046353108AZNNASTRAZENECA PLC$13.5M0.02%205,570CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$13.4M0.02%372,568CommonNONE
464288281EMBISHARES TR$13.2M0.02%148,487CommonNONE
69047Q102OVVOVINTIV INC$13.2M0.02%326,206CommonNONE
303250104FICOFAIR ISAAC CORP$13.2M0.02%6,634CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$13.2M0.02%11,926CommonNONE
87612G101TRGPTARGA RES CORP$13.1M0.02%73,308CommonNONE
72201R775BONDPIMCO ETF TR$13.1M0.02%144,601CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$12.9M0.02%224,325CommonNONE
464287176TIPISHARES TR$12.9M0.02%120,789CommonNONE
020002101ALLALLSTATE CORP$12.8M0.02%66,371CommonNONE
78463X749RWOSPDR INDEX SHS FDS$12.8M0.02%298,091CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$12.7M0.02%404,877CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$12.7M0.02%121,383CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$12.7M0.02%101,978CommonNONE
03073E105CORCENCORA INC$12.7M0.02%56,412CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$12.6M0.02%598,407CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$12.6M0.02%330,434CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$12.5M0.02%113,446CommonNONE
92204A108VCRVANGUARD WORLD FD$12.5M0.02%33,220CommonNONE
464286533EEMVISHARES INC$12.5M0.02%214,829CommonNONE
33740F433GJUNFIRST TR EXCHNG TRADED FD VI$12.4M0.02%344,477CommonNONE
427866108HSYHERSHEY CO$12.4M0.02%73,058CommonNONE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$12.3M0.02%329,660CommonNONE
46429B689EFAVISHARES TR$12.3M0.02%173,441CommonNONE
09254J102MUABLACKROCK MUNIASSETS FD INC$12.3M0.02%1,110,045CommonNONE
46435G425ESGUISHARES TR$12.2M0.02%94,951CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$12.2M0.02%10,298CommonNONE
59156R108METMETLIFE INC$12.2M0.02%148,994CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$12.2M0.02%154,391CommonNONE
243537107DECKDECKERS OUTDOOR CORP$12.2M0.02%59,991CommonNONE
69351T106PPLPPL CORP$12.2M0.02%375,087CommonNONE
172062101CINFCINCINNATI FINL CORP$12.1M0.02%84,354CommonNONE
89628W302ABFLTRIMTABS ETF TR$12.1M0.02%181,999CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$12.0M0.02%247,528CommonNONE
302635206FSKFS KKR CAP CORP$11.9M0.02%547,993CommonNONE
55354G100MSCIMSCI INC$11.9M0.02%19,824CommonNONE
46429B267GOVTISHARES TR$11.9M0.02%516,900CommonNONE
92189F676SMHVANECK ETF TRUST$11.9M0.02%49,020CommonNONE
69374H436QDPLPACER FDS TR$11.8M0.02%307,058CommonNONE
253868103DLRDIGITAL RLTY TR INC$11.8M0.02%66,370CommonNONE

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.