MondegarAI
Bellwether Advisors, LLC

Q4 2024 · 13F-HR

Bellwether Advisors, LLCholdings as filed

Filed 2025-02-14 · accession 0001819815-25-000001

$559.2M
Reported value
514
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 514

CUSIPTickerIssuerValue% port.SharesClassVoting
81369Y803XLKSELECT SECTOR SPDR TR$108.7M19.4%467,598CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$58.1M10.4%1,201,148CommonNONE
464287200IVVISHARES TR$35.2M6.29%59,764CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$25.0M4.47%111,494CommonNONE
11135F101AVGOBROADCOM INC$23.1M4.13%99,736CommonNONE
594918104MSFTMICROSOFT CORP$20.0M3.57%47,352CommonNONE
464287812IYKISHARES TR$13.7M2.45%208,992CommonNONE
67066G104NVDANVIDIA CORPORATION$13.2M2.36%98,294CommonNONE
68389X105ORCLORACLE CORP$12.6M2.26%75,688CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$11.7M2.09%276,293CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$11.3M2.01%116,397CommonNONE
46429B697USMVISHARES TR$9.1M1.63%102,754CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$8.8M1.57%153,032CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$8.0M1.43%208,319CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$7.9M1.41%214,106CommonNONE
03076C106AMPAMERIPRISE FINL INC$7.6M1.35%14,212CommonNONE
55354G100MSCIMSCI INC$7.3M1.31%12,234CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.3M1.13%13,907CommonNONE
464287507IJHISHARES TR$5.9M1.05%94,455CommonNONE
464287291IXNISHARES TR$5.5M0.98%64,828CommonNONE
464287804IJRISHARES TR$5.2M0.93%45,272CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$5.0M0.90%23,728CommonNONE
12572Q105CMECME GROUP INC$4.9M0.88%21,102CommonNONE
615369105MCOMOODYS CORP$4.8M0.87%10,222CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$4.8M0.86%128,020CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$4.4M0.78%39,414CommonNONE
911363109URIUNITED RENTALS INC$4.3M0.77%6,113CommonNONE
00287Y109ABBVABBVIE INC$4.0M0.72%22,533CommonNONE
46432F396MTUMISHARES TR$3.8M0.69%18,516CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$3.8M0.68%96,869CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$3.7M0.65%96,504CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$3.5M0.62%86,269CommonNONE
45782C789BJULINNOVATOR ETFS TRUST$3.4M0.60%75,522CommonNONE
384802104GWWGRAINGER W W INC$3.1M0.55%2,941CommonNONE
45782C433BFEBINNOVATOR ETFS TRUST$2.9M0.53%68,241CommonNONE
46432F834IXUSISHARES TR$2.5M0.45%37,931CommonNONE
002824100ABTABBOTT LABS$2.4M0.43%21,035CommonSOLE
02079K305GOOGLALPHABET INC$2.4M0.42%12,517CommonNONE
037833100AAPLAPPLE INC$2.3M0.42%9,281CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$2.3M0.41%13,917CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$2.2M0.40%7,895CommonNONE
311900104FASTFASTENAL CO$2.2M0.40%31,088CommonNONE
440452100HRLHORMEL FOODS CORP$2.1M0.38%67,416CommonNONE
217204106CPRTCOPART INC$2.0M0.36%34,889CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.9M0.34%3,271CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$1.9M0.33%38,699CommonNONE
172908105CTASCINTAS CORP$1.8M0.32%9,808CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1.8M0.32%7,178CommonNONE
464287309IVWISHARES TR$1.8M0.32%17,507CommonNONE
464287226AGGISHARES TR$1.8M0.31%18,170CommonNONE
518439104ELLAUDER ESTEE COS INC$1.7M0.30%22,695CommonNONE
579780206MKCMCCORMICK & CO INC$1.7M0.30%22,247CommonNONE
189054109CLXCLOROX CO DEL$1.7M0.30%10,366CommonNONE
464287556IBBISHARES TR$1.6M0.29%12,156CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$1.6M0.28%40,895CommonNONE
464288620USIGISHARES TR$1.6M0.28%31,037CommonNONE
115637209BF/BBROWN FORMAN CORP$1.5M0.27%39,640CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.4M0.25%26,270CommonNONE
65249B208NWSNEWS CORP NEW$1.4M0.24%44,457CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.3M0.24%18,051CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$1.3M0.23%32,808CommonNONE
46432F859ISTBISHARES TR$1.3M0.23%26,844CommonNONE
931142103WMTWALMART INC$1.2M0.22%13,711CommonNONE
46429B689EFAVISHARES TR$1.2M0.22%17,013CommonNONE
778296103ROSTROSS STORES INC$1.1M0.20%7,530CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.1M0.20%19,393CommonNONE
256677105DGDOLLAR GEN CORP NEW$968,4360.17%12,773CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$950,3270.17%23,083CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$933,1730.17%787CommonNONE
20030N101CMCSACOMCAST CORP NEW$930,6350.17%24,797CommonNONE
23331A109DHID R HORTON INC$895,9670.16%6,408CommonNONE
22160N109CSGPCOSTAR GROUP INC$857,5630.15%11,979CommonNONE
72352L106PINSPINTEREST INC$854,1140.15%29,452CommonNONE
464286533EEMVISHARES INC$839,1350.15%14,470CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$820,6010.15%6,228CommonNONE
285512109EAELECTRONIC ARTS INC$808,1430.14%5,524CommonNONE
053332102AZOAUTOZONE INC$800,5000.14%250CommonNONE
023135106AMZNAMAZON COM INC$792,6560.14%3,613CommonNONE
464287762IYHISHARES TR$785,8290.14%13,486CommonNONE
233051200DBEFDBX ETF TR$779,6030.14%18,831CommonNONE
45782C557BDECINNOVATOR ETFS TRUST$770,2890.14%17,868CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$708,5970.13%19,734CommonNONE
46429B655FLOTISHARES TR$705,1350.13%13,859CommonNONE
464286525ACWVISHARES INC$698,1160.12%6,393CommonNONE
302635206FSKFS KKR CAP CORP$650,6010.12%29,954CommonNONE
824348106SHWSHERWIN WILLIAMS CO$628,5310.11%1,849CommonNONE
464288257ACWIISHARES TR$608,1970.11%5,176CommonNONE
46434V282LRGFISHARES TR$597,9080.11%9,907CommonSOLE
45782C664BSEPINNOVATOR ETFS TRUST$531,2520.09%12,383CommonNONE
45782C391BMARINNOVATOR ETFS TRUST$522,9560.09%11,334CommonNONE
682189105ONON SEMICONDUCTOR CORP$509,2550.09%8,077CommonSOLE
45783Y814BUFFINNOVATOR ETFS TRUST$475,8660.09%10,596CommonNONE
437076102HDHOME DEPOT INC$453,9510.08%1,167CommonNONE
950755108WERNWERNER ENTERPRISES INC$444,6540.08%12,379CommonNONE
681919106OMCOMNICOM GROUP INC$410,0370.07%4,766CommonNONE
46434V613IUSBISHARES TR$405,4440.07%8,970CommonNONE
209115104EDCONSOLIDATED EDISON INC$390,3810.07%4,375CommonSOLE
922908363VOOVANGUARD INDEX FDS$375,0120.07%696CommonNONE
808513105SCHWSCHWAB CHARLES CORP$353,0280.06%4,770CommonNONE
45782C771BOCTINNOVATOR ETFS TRUST$352,1540.06%8,147CommonNONE
464287465EFAISHARES TR$332,7860.06%4,401CommonSOLE
00206R102TAT&T INC$324,9280.06%14,270CommonNONE
46429B267GOVTISHARES TR$315,1940.06%13,716CommonNONE
30303M102METAMETA PLATFORMS INC$313,3370.06%535CommonNONE
92826C839VVISA INC$305,9270.05%968CommonNONE
907818108UNPUNION PAC CORP$301,6970.05%1,323CommonNONE
78464A821MDYGSPDR SER TR$298,5580.05%3,436CommonSOLE
443573100HUBSHUBSPOT INC$289,6630.05%416CommonNONE
464287408IVEISHARES TR$287,5770.05%1,507CommonNONE
46435G425ESGUISHARES TR$286,4960.05%2,224CommonNONE
922908637VVVANGUARD INDEX FDS$285,8820.05%1,060CommonNONE
464289867AORISHARES TR$284,9380.05%4,971CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$269,3060.05%1,123CommonNONE
02079K107GOOGALPHABET INC$268,7560.05%1,411CommonNONE
464289859AOAISHARES TR$265,7600.05%3,469CommonNONE
025816109AXPAMERICAN EXPRESS CO$260,8780.05%879CommonNONE
205887102CAGCONAGRA BRANDS INC$253,0800.05%9,120CommonNONE
910047109UALUNITED AIRLS HLDGS INC$248,9610.04%2,564CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$246,9600.04%9,473CommonNONE
539830109LMTLOCKHEED MARTIN CORP$241,9980.04%498CommonNONE
45782C888BAPRINNOVATOR ETFS TRUST$237,1470.04%5,352CommonNONE
464287150ITOTISHARES TR$231,1300.04%1,797CommonNONE
09290D101BLKBLACKROCK INC$221,4240.04%216CommonNONE
33734X150FXRFIRST TR EXCHANGE TRADED FD$220,6900.04%2,950CommonSOLE
46432F842IEFAISHARES TR$220,4730.04%3,137CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$220,0380.04%4,065CommonSOLE
20825C104COPCONOCOPHILLIPS$211,8270.04%2,136CommonNONE
464288281EMBISHARES TR$207,8890.04%2,335CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$204,6040.04%7,341CommonNONE
45783Y590INNOVATOR ETFS TRUST$201,6360.04%8,200CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$200,6630.04%219CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$199,0760.04%4,865CommonSOLE
45783Y616APRJINNOVATOR ETFS TRUST$196,9600.04%8,000CommonNONE
713448108PEPPEPSICO INC$196,9180.04%1,295CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$196,1980.04%4,455CommonNONE
09260D107BXBLACKSTONE INC$196,0420.04%1,137CommonNONE
844741108LUVSOUTHWEST AIRLS CO$195,5850.03%5,818CommonNONE
863667101SYKSTRYKER CORPORATION$193,7070.03%538CommonNONE
513272104LWLAMB WESTON HLDGS INC$192,5370.03%2,881CommonNONE
464287705IJJISHARES TR$191,4050.03%1,532CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$187,7830.03%10,150CommonNONE
000360206AAONAAON INC$185,9340.03%1,580CommonSOLE
88160R101TSLATESLA INC$184,5550.03%457CommonNONE
78464A375SPIBSPDR SER TR$181,3160.03%5,535CommonSOLE
464288638IGIBISHARES TR$177,2460.03%3,441CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$172,4630.03%4,119CommonNONE
464287887IJTISHARES TR$170,5830.03%1,260CommonNONE
45784N601AOCTINNOVATOR ETFS TRUST$162,5350.03%6,538CommonNONE
464287242LQDISHARES TR$161,5420.03%1,512CommonNONE
78468R754ONEVSPDR SER TR$160,6010.03%1,280CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$157,9460.03%553CommonNONE
580135101MCDMCDONALDS CORP$157,1200.03%542CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$153,8840.03%872CommonNONE
46431W507NEARISHARES U S ETF TR$153,3180.03%3,036CommonNONE
191216100KOCOCA COLA CO$149,9840.03%2,409CommonNONE
438516106HONHONEYWELL INTL INC$149,3130.03%661CommonNONE
742718109PGPROCTER AND GAMBLE CO$143,6760.03%857CommonNONE
942622200WSOWATSCO INC$142,1440.03%300CommonNONE
235851102DHRDANAHER CORPORATION$135,2050.02%589CommonNONE
46435G516ESGDISHARES TR$130,7320.02%1,717CommonNONE
45782C755BJUNINNOVATOR ETFS TRUST$127,7160.02%3,076CommonNONE
45782C599KOCTINNOVATOR ETFS TRUST$125,6430.02%4,110CommonSOLE
45782C698BAUGINNOVATOR ETFS TRUST$124,0840.02%2,847CommonNONE
G29183103ETNEATON CORP PLC$123,1240.02%371CommonNONE
64110L106NFLXNETFLIX INC$120,1610.02%135CommonNONE
969457100WMBWILLIAMS COS INC$115,3840.02%2,132CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$115,1370.02%1,349CommonNONE
464287739IYRISHARES TR$113,8210.02%1,223CommonNONE
45783Y681QFLRINNOVATOR ETFS TRUST$112,0800.02%3,833CommonNONE
45783Y756BUFBINNOVATOR ETFS TRUST$109,6930.02%3,396CommonNONE
78464A607RWRSPDR SER TR$109,6480.02%1,109CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$107,1850.02%850CommonNONE
45782C581BNOVINNOVATOR ETFS TRUST$106,5790.02%2,714CommonNONE
562803106LOANMANHATTAN BRDG CAP INC$105,5850.02%105,585CommonSOLE
58933Y105MRKMERCK & CO INC$105,2500.02%1,058CommonNONE
45782C342KAPRINNOVATOR ETFS TRUST$105,1720.02%3,216CommonNONE
464288513HYGISHARES TR$104,5100.02%1,329CommonNONE
30231G102XOMEXXON MOBIL CORP$104,2350.02%969CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$101,6300.02%3,720CommonNONE
060505104BACBANK AMERICA CORP$100,9090.02%2,296CommonNONE
58155Q103MCKMCKESSON CORP$100,8740.02%177CommonNONE
45783Y624APRHINNOVATOR ETFS TRUST$100,4150.02%4,072CommonNONE
45784N809ZNOVINNOVATOR ETFS TRUST$100,4000.02%4,000CommonSOLE
922908769VTIVANGUARD INDEX FDS$99,1150.02%342CommonNONE
808524706SCHESCHWAB STRATEGIC TR$97,9000.02%3,676CommonNONE
478160104JNJJOHNSON & JOHNSON$97,3290.02%673CommonNONE
22052L104CTVACORTEVA INC$96,5930.02%1,696CommonNONE
57636Q104MAMASTERCARD INCORPORATED$95,3090.02%181CommonNONE
78464A839MDYVSPDR SER TR$94,8670.02%1,183CommonNONE
902973304USBUS BANCORP DEL$94,7510.02%1,981CommonNONE
949746101WMT2WELLS FARGO CO NEW$86,7460.02%1,235CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$86,3400.02%2,515CommonSOLE
46434G103IEMGISHARES INC$85,7450.02%1,642CommonNONE
17275R102CSCOCISCO SYS INC$80,3340.01%1,357CommonNONE
464287234EEMISHARES TR$79,7970.01%1,908CommonSOLE
464287440IEFISHARES TR$78,9520.01%854CommonNONE
00724F101ADBEADOBE INC$78,2640.01%176CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$77,2890.01%838CommonNONE
97717W760DLSWISDOMTREE TR$77,1140.01%1,225CommonSOLE
609207105MDLZMONDELEZ INTL INC$74,8420.01%1,253CommonNONE
172967424CCITIGROUP INC$71,7270.01%1,019CommonNONE
031162100AMGNAMGEN INC$71,4150.01%274CommonNONE
46436E502TECBISHARES TR$71,1680.01%1,338CommonNONE
464287481IWPISHARES TR$70,0930.01%553CommonNONE
316188101FCORFIDELITY MERRIMACK STR TR$67,3900.01%1,453CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$67,1260.01%1,206CommonSOLE
464287879IJSISHARES TR$66,8370.01%615CommonSOLE
78464A649SPABSPDR SER TR$65,9990.01%2,641CommonNONE
532457108LLYELI LILLY & CO$65,6200.01%85CommonSOLE
464288877EFVISHARES TR$65,2730.01%1,244CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$65,2560.01%129CommonSOLE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$64,7640.01%1,556CommonSOLE
244199105DEDEERE & CO$64,4020.01%152CommonNONE
78464A300SLYVSPDR SER TR$63,2380.01%725CommonNONE
369550108GDGENERAL DYNAMICS CORP$62,9740.01%239CommonNONE
020002101ALLALLSTATE CORP$62,8500.01%326CommonNONE
46434G863ESGEISHARES INC$62,7730.01%1,880CommonNONE
693718108PCARPACCAR INC$62,1000.01%597CommonSOLE
45784N700ZOCTINNOVATOR ETFS TRUST$60,6240.01%2,400CommonNONE
45784N882APOCINNOVATOR ETFS TRUST$60,4800.01%2,375CommonNONE
78468R648KOMPSPDR SER TR$59,9290.01%1,179CommonNONE
98978V103ZTSZOETIS INC$59,1440.01%363CommonNONE
78464A201SLYGSPDR SER TR$58,8230.01%651CommonNONE
464288760ITAISHARES TR$58,1400.01%400CommonNONE
921937835BNDVANGUARD BD INDEX FDS$57,8160.01%804CommonNONE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$55,7070.01%4,705CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$55,6440.01%1,487CommonSOLE
65473P105NINISOURCE INC$55,3240.01%1,505CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$53,1760.01%1,445CommonNONE
92189F643MOATVANECK ETF TRUST$52,7610.01%569CommonSOLE
39818P799PKSTPEAKSTONE REALTY TRUST$51,9070.01%4,689CommonNONE
149123101CATCATERPILLAR INC$50,7860.01%140CommonNONE
166764100CVXCHEVRON CORP NEW$50,5490.01%349CommonNONE
701094104PHPARKER-HANNIFIN CORP$49,6100.01%78CommonSOLE
526057104LENLENNAR CORP$49,5440.01%363CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$47,8830.01%1,728CommonSOLE
231021106CMICUMMINS INC$47,7580.01%137CommonNONE
87612E106TGTTARGET CORP$46,9070.01%347CommonNONE
464286400EWZISHARES INC$46,4830.01%2,065CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$45,9680.01%89CommonNONE
118440106BKEBUCKLE INC$43,1380.01%849CommonNONE
46434V803HEFAISHARES TR$41,1440.01%1,184CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$39,7490.01%215CommonSOLE
464287457SHYISHARES TR$39,0940.01%477CommonNONE
66987V109NVSNOVARTIS AG$37,8540.01%389CommonNONE
02209S103MOALTRIA GROUP INC$37,7530.01%722CommonNONE
718546104PSXPHILLIPS 66$37,4830.01%329CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$37,2950.01%109CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$36,3140.01%1,064CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$34,8040.01%197CommonSOLE
281020107EIXEDISON INTL$33,5330.01%420CommonNONE
922908652VXFVANGUARD INDEX FDS$33,4360.01%176CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$33,3200.01%71CommonNONE
464288885EFGISHARES TR$32,6320.01%337CommonNONE
464288646IGSBISHARES TR$32,6230.01%631CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$32,0530.01%1,383CommonNONE
46432F339QUALISHARES TR$31,6980.01%178CommonNONE
14149Y108CAHCARDINAL HEALTH INC$31,6960.01%268CommonSOLE
464289875AOMISHARES TR$31,4940.01%725CommonNONE
133131102CPTCAMDEN PPTY TR$31,3310.01%270CommonNONE
46434V407SHYGISHARES TR$30,4240.01%714CommonNONE
65339F101NEENEXTERA ENERGY INC$29,7510.01%415CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$29,6910.01%280CommonSOLE
00214Q104ARKKARK ETF TR$29,4640.01%519CommonSOLE
904311206UAUNDER ARMOUR INC$29,0190.01%3,890CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$28,1620.01%286CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$27,6590.00%360CommonSOLE
33734X168FXZFIRST TR EXCHANGE TRADED FD$25,5640.00%450CommonSOLE
78468R853SPSMSPDR SER TR$25,2000.00%561CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$25,1220.00%218CommonSOLE
260557103DOWDOW INC$25,1140.00%626CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$24,3500.00%775CommonNONE
46137V738PWVINVESCO EXCHANGE TRADED FD T$24,0940.00%424CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$23,3530.00%41CommonNONE
501044101KRKROGER CO$22,7480.00%372CommonSOLE
693506107PPGPPG INDS INC$22,2410.00%186CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$22,2100.00%789CommonNONE
464289883AOKISHARES TR$21,5220.00%577CommonNONE
337738108FISVFISERV INC$21,1580.00%103CommonSOLE
79466L302CRMSALESFORCE INC$20,3940.00%61CommonSOLE
369604301GEGE AEROSPACE$20,3480.00%122CommonNONE
086516101BBYBEST BUY INC$20,3350.00%237CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$20,1550.00%504CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$19,8740.00%4CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$19,8540.00%393CommonNONE
548661107LOWLOWES COS INC$19,7440.00%80CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$19,2750.00%260CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$19,0860.00%101CommonNONE
464288588MBBISHARES TR$19,0690.00%208CommonNONE
922908744VTVVANGUARD INDEX FDS$18,9620.00%112CommonNONE
718172109PMPHILIP MORRIS INTL INC$18,6540.00%155CommonSOLE
670346105NUENUCOR CORP$18,6400.00%160CommonNONE
92338C103VLTOVERALTO CORP$18,4350.00%181CommonNONE
205768302CRKCOMSTOCK RES INC$18,2200.00%1,000CommonSOLE
45782C326BMAYINNOVATOR ETFS TRUST$18,1830.00%451CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$18,1180.00%150CommonNONE
097023105BABOEING CO$17,7000.00%100CommonSOLE
75513E101RTXRTX CORPORATION$17,0110.00%147CommonSOLE
81762P102NOWSERVICENOW INC$16,9620.00%16CommonSOLE
747525103QCOMQUALCOMM INC$16,5910.00%108CommonSOLE
406216101HALHALLIBURTON CO$16,3140.00%600CommonSOLE
759530108RELXRELX PLC$16,0330.00%353CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$15,7200.00%176CommonSOLE
745867101PHMPULTE GROUP INC$15,6820.00%144CommonSOLE
92189F676SMHVANECK ETF TRUST$15,0150.00%62CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$14,9000.00%37CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$14,4440.00%1,086CommonSOLE
458140100INTCINTEL CORP$14,3160.00%714CommonNONE
872540109TJXTJX COS INC NEW$13,8930.00%115CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$13,8760.00%373CommonNONE
29082A107EMBJEMBRAER S.A.$13,8280.00%377CommonSOLE
464287432TLTISHARES TR$13,7980.00%158CommonNONE
704326107PAYXPAYCHEX INC$13,7420.00%98CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$13,6980.00%357CommonNONE
00768Y453MSOSADVISORSHARES TR$13,4650.00%3,534CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$13,4550.00%256CommonSOLE
46284V101IRMIRON MTN INC DEL$13,4540.00%128CommonSOLE
46090E103QQQINVESCO QQQ TR$13,2920.00%26CommonSOLE
872590104TMUST-MOBILE US INC$13,2440.00%60CommonSOLE
594960304MVISMICROVISION INC DEL$13,1000.00%10,000CommonNONE
23804L103DDOGDATADOG INC$13,0030.00%91CommonSOLE
464287374IGEISHARES TR$12,8190.00%300CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$12,5870.00%43CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$12,2000.00%160CommonNONE
88579Y101MMM3M CO$11,8760.00%92CommonSOLE
74767V109QSQUANTUMSCAPE CORP$11,8330.00%2,280CommonSOLE
460146103IPINTERNATIONAL PAPER CO$11,6790.00%217CommonSOLE
654106103NKENIKE INC$11,5780.00%153CommonNONE
82846H405QXOQXO INC$11,4480.00%720CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$11,3140.00%75CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$11,1090.00%52CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$10,9930.00%59CommonNONE
457187102INGRINGREDION INC$10,7300.00%78CommonSOLE
147528103CASYCASEYS GEN STORES INC$10,6980.00%27CommonSOLE
49177J102KVUEKENVUE INC$10,6320.00%498CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$10,4850.00%64CommonSOLE
278642103EBAYEBAY INC.$10,4700.00%169CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$10,4510.00%676CommonSOLE
464287168DVYISHARES TR$10,1090.00%77CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$9,7510.00%125CommonNONE
98138H101WDAYWORKDAY INC$9,5470.00%37CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$9,1050.00%151CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$9,0900.00%88CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$9,0800.00%66CommonSOLE
56585A102MPCMARATHON PETE CORP$9,0680.00%65CommonSOLE
233331107DTEDTE ENERGY CO$9,0560.00%75CommonNONE
883203101TXTTEXTRON INC$9,0260.00%118CommonSOLE
46434V381XTISHARES TR$8,9490.00%150CommonSOLE
571903202MARMARRIOTT INTL INC NEW$8,6470.00%31CommonNONE
52661A108DRSLEONARDO DRS INC$8,6270.00%267CommonSOLE
78464A847SPMDSPDR SER TR$8,2580.00%151CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$8,0920.00%65CommonSOLE
G54950103LINLINDE PLC$7,9550.00%19CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$7,9230.00%55CommonSOLE
882508104TXNTEXAS INSTRS INC$7,8750.00%42CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7,8030.00%15CommonSOLE
832696405SJMSMUCKER J M CO$7,7080.00%70CommonSOLE
923725105VETVERMILION ENERGY INC$7,6610.00%815CommonSOLE
231561101CWCURTISS WRIGHT CORP$7,4520.00%21CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$7,3880.00%21CommonSOLE
36828A101GEVGE VERNOVA INC$6,9080.00%21CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$6,8650.00%118CommonNONE
921910733ESGVVANGUARD WORLD FD$6,8180.00%65CommonSOLE
291011104EMREMERSON ELEC CO$6,4440.00%52CommonSOLE
74340W103PLDPROLOGIS INC.$6,2360.00%59CommonSOLE
637372202NRCNATIONAL RESH CORP$6,1740.00%350CommonNONE
055622104BPBP PLC$5,9120.00%200CommonNONE
615394202MOG/AMOOG INC$5,9050.00%30CommonSOLE
97717W604DESWISDOMTREE TR$5,8400.00%170CommonNONE
464289511IGLBISHARES TR$5,7800.00%117CommonNONE
31428X106FDXFEDEX CORP$5,6270.00%20CommonNONE
722304102PDDPDD HOLDINGS INC$5,4310.00%56CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$5,3640.00%36CommonNONE
46428Q109SLVISHARES SILVER TR$5,2660.00%200CommonNONE
58733R102MELIMERCADOLIBRE INC$5,1010.00%3CommonNONE
78463V107GLDSPDR GOLD TR$5,0850.00%21CommonNONE
512807306LRCXLAM RESEARCH CORP$5,0560.00%70CommonNONE
418056107HASHASBRO INC$5,0320.00%90CommonNONE
254687106DISDISNEY WALT CO$5,0110.00%45CommonNONE
78409V104SPGIS&P GLOBAL INC$4,9800.00%10CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$4,9750.00%233CommonSOLE
M3760D101ESLTELBIT SYS LTD$4,9030.00%19CommonSOLE
871829107SYYSYSCO CORP$4,7410.00%62CommonNONE
257554105DOMODOMO INC$4,7150.00%666CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$4,6410.00%10CommonSOLE
06748M196VXXBARCLAYS BANK PLC$4,5800.00%100CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$4,5590.00%58CommonNONE
464287796IYEISHARES TR$4,4660.00%98CommonNONE
379378201GNLGLOBAL NET LEASE INC$4,3650.00%598CommonNONE
717081103PFEPFIZER INC$4,3240.00%163CommonNONE
09062X103BIIBBIOGEN INC$4,2820.00%28CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$4,2440.00%71CommonNONE
40434L105HPQHP INC$4,2090.00%129CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$4,1980.00%258CommonSOLE
032095101APHAMPHENOL CORP NEW$4,1670.00%60CommonSOLE
264147109DCODUCOMMUN INC DEL$4,1380.00%65CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$4,0540.00%200CommonNONE
345370860FFORD MTR CO$3,9870.00%403CommonSOLE
067901108ABXBARRICK GOLD CORP$3,8750.00%250CommonNONE
806857108SLBSCHLUMBERGER LTD$3,8720.00%101CommonSOLE
47215P106JDJD.COM INC$3,8480.00%111CommonSOLE
767292105RIOTRIOT PLATFORMS INC$3,8290.00%375CommonNONE
056752108BIDUBAIDU INC$3,7940.00%45CommonSOLE
74347G440BITOPROSHARES TR$3,7810.00%166CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$3,6920.00%46CommonNONE
808625107SAICSCIENCE APPLICATIONS INTL CO$3,6890.00%33CommonSOLE
23345M107DTMDT MIDSTREAM INC$3,5790.00%36CommonNONE
34385P108LABSTANDARD BIOTOOLS INC$3,5280.00%2,016CommonNONE
78464A474SPSBSPDR SER TR$3,4940.00%117CommonNONE
H17182108CRSPCRISPR THERAPEUTICS AG$3,4640.00%88CommonNONE
398433102GFFGRIFFON CORP$3,4210.00%48CommonSOLE
464287770IYGISHARES TR$3,2680.00%42CommonNONE
688239201OSKOSHKOSH CORP$3,1370.00%33CommonSOLE
78463X871GWXSPDR INDEX SHS FDS$3,0980.00%100CommonNONE
464288521USRTISHARES TR$3,0950.00%54CommonNONE
428291108HXLHEXCEL CORP NEW$3,0720.00%49CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$3,0480.00%61CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$2,9710.00%38CommonNONE
124805102CBZCBIZ INC$2,9460.00%36CommonSOLE
464287697IDUISHARES TR$2,7900.00%29CommonNONE
45378A106IRTINDEPENDENCE RLTY TR INC$2,7580.00%139CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$2,7340.00%13CommonSOLE
46429B291QLTAISHARES TR$2,7140.00%58CommonNONE
94106L109WMWASTE MGMT INC DEL$2,6230.00%13CommonSOLE
760759100RSGREPUBLIC SVCS INC$2,6150.00%13CommonSOLE
918284100VSECVSE CORP$2,5680.00%27CommonSOLE
827048109SLGNSILGAN HLDGS INC$2,5500.00%49CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$2,5480.00%92CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$2,5440.00%30CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$2,5240.00%30CommonNONE
464288562REZISHARES TR$2,5120.00%31CommonSOLE
69331C108PCGPG&E CORP$2,4820.00%123CommonNONE
68373M107OPRAOPERA LTD$2,4620.00%130CommonSOLE
903002103UMHUMH PPTYS INC$2,4170.00%128CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2,4040.00%8CommonSOLE
124765108CAECAE INC$2,3600.00%93CommonSOLE
375558103GILDGILEAD SCIENCES INC$2,3090.00%25CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2,2900.00%4CommonNONE
055645303BRTBRT APARTMENTS CORP$2,2900.00%127CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$2,2540.00%83CommonSOLE
719405102PLABPHOTRONICS INC$2,1910.00%93CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$2,1640.00%14CommonSOLE
842587107SOSOUTHERN CO$2,0580.00%25CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$1,9980.00%30CommonSOLE
46187W107INVHINVITATION HOMES INC$1,9820.00%62CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$1,9400.00%17CommonNONE
30161N101EXCEXELON CORP$1,8820.00%50CommonSOLE
689648103OTTROTTER TAIL CORP$1,8460.00%25CommonSOLE
878742204TECKTECK RESOURCES LTD$1,8240.00%45CommonSOLE
65341D102NXRTNEXPOINT RESIDENTIAL TR INC$1,7950.00%43CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1,7270.00%19CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1,6700.00%158CommonNONE
370334104GISGENERAL MLS INC$1,6580.00%26CommonSOLE
91232N207USOUNITED STS OIL FD LP$1,6430.00%22CommonNONE
227046109CROXCROCS INC$1,6430.00%15CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$1,6330.00%39CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1,5720.00%12CommonSOLE
464286509EWCISHARES INC$1,5720.00%39CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$1,5130.00%54CommonSOLE
921910840MGVVANGUARD WORLD FD$1,4990.00%12CommonSOLE
053611109AVYAVERY DENNISON CORP$1,4970.00%8CommonSOLE
00123Q104AGNCAGNC INVT CORP$1,4920.00%162CommonSOLE
960413102WLKWESTLAKE CORPORATION$1,4900.00%13CommonSOLE
948849104WMKWEIS MKTS INC$1,4900.00%22CommonSOLE
036752103ELVELEVANCE HEALTH INC$1,4760.00%4CommonNONE
071813109BAXBAXTER INTL INC$1,4580.00%50CommonNONE
78442P106SLMSLM CORP$1,3790.00%50CommonNONE
857477103STTSTATE STR CORP$1,3740.00%14CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1,3710.00%4CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1,3260.00%6CommonSOLE
83444M101SOLVSOLVENTUM CORP$1,3210.00%20CommonSOLE
92536C103VERUEURVERU INC$1,3010.00%2,000CommonSOLE
78463X863RWXSPDR INDEX SHS FDS$1,2210.00%53CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1,0880.00%24CommonNONE
78464A854SPYMSPDR SER TR$1,0340.00%15CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$9790.00%12CommonSOLE
963320106WHRWHIRLPOOL CORP$9160.00%8CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$8160.00%7CommonSOLE
74347X831TQQQPROSHARES TR$7910.00%10CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$7560.00%89CommonNONE
464287176TIPISHARES TR$7460.00%7CommonSOLE
63938C108NAVINAVIENT CORPORATION$7040.00%53CommonNONE
92204A207VDCVANGUARD WORLD FD$6340.00%3CommonSOLE
82835P103SVMSILVERCORP METALS INC$6120.00%204CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$5980.00%19CommonSOLE
929740108WABWABTEC$5690.00%3CommonNONE
922908629VOVANGUARD INDEX FDS$5280.00%2CommonNONE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$4770.00%36CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$4410.00%9CommonSOLE
871332102SLVMSYLVAMO CORP$3950.00%5CommonSOLE
405552100HLNHALEON PLC$3910.00%41CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$3530.00%11CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3080.00%4CommonSOLE
500754106KHCKRAFT HEINZ CO$3070.00%10CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$2750.00%4CommonSOLE
98389B100XELXCEL ENERGY INC$2700.00%4CommonSOLE
91325V108UNITI GROUP INC$2090.00%38CommonNONE
046353108AZNNASTRAZENECA PLC$1970.00%3CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$1870.00%1CommonSOLE
83304A106SNAPSNAP INC$1830.00%17CommonNONE

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.