HolderBook

AlphaMark Advisors, LLC

Reported holdings as of Q4 2024, from 25 quarterly filings.

This filer last reported in Q4 2024; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.

CIK
1348183
Reported value
$231.0K
Positions
612
Top 10 weight
38.5%
Filed
2025-01-21
Days after quarter end
21

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
ISHARES TRIVV$14.3K24,3136.20%+1.14pp25q-4.3%
SELECT SECTOR SPDR TRXLK$10.4K44,5524.48%+1.21pp25q+6.1%
SELECT SECTOR SPDR TRXLV$10.3K75,0594.47%+0.87pp25q+11.0%+$1.0K
STATE STR SPDR S&P 500 ETF TSPY$9.3K15,7934.01%+0.80pp8q-2.6%
PROCTER & GAMBLE COPG$8.6K51,3013.72%+0.59pp25q-2.1%
DBX ETF TRDBEF$8.1K196,2943.52%+0.88pp25q+7.8%
SCHWAB STRATEGIC TRFNDE$8.1K279,2553.51%+0.46pp8q+1.8%
SELECT SECTOR SPDR TRXLF$7.6K156,8113.28%+0.94pp25q+5.0%
FIRST TR EXCHNG TRADED FD VIFIXD$6.9K161,5593.00%+0.64pp6q+6.6%
SELECT SECTOR SPDR TRXLI$5.4K41,2672.35%+0.47pp23q+2.5%
SELECT SECTOR SPDR TRXLC$5.3K54,4192.28%+0.66pp23q+4.8%
JANUS DETROIT STR TRJAAA$5.0K98,1172.15%+0.39pp17q-2.3%
SELECT SECTOR SPDR TRXLE$4.8K55,7122.07%+0.47pp25q+5.7%
SELECT SECTOR SPDR TRXLP$4.5K56,6441.93%+0.38pp20q+4.7%
VALUED ADVISERS TRMBSF$4.2K165,8221.82%+0.63pp3q+22.6%
SELECT SECTOR SPDR TRXLY$3.9K17,4781.70%+0.53pp25q+3.6%
AMAZON COM INCAMZN$3.9K17,6961.68%+0.53pp25q-0.7%
ISHARES TRIEI$3.8K33,1451.66%+0.46pp4q+14.4%
SELECT SECTOR SPDR TRXLU$3.6K47,7441.56%+0.24pp23q+0.9%
APPLE INCAAPL$3.0K12,1641.32%+0.31pp25q-2.6%
SELECT SECTOR SPDR TRXLRE$2.5K61,1111.08%+0.15pp25q+2.0%
AMPHENOL CORPAPH$2.4K34,2091.03%+0.26pp25q+0.5%
GOLDMAN SACHS GROUP INCGS$2.3K3,9940.99%+0.26pp25q-5.9%
BRISTOL-MYERS SQUIBB COBMY$2.3K40,0890.98%+0.25pp25q-2.2%
BROADCOM INCAVGO$2.1K9,0450.91%+0.38pp25q+1.9%
VERIZON COMMUNICATIONS INCVZ$2.1K51,9370.90%+0.09pp25qHELD
TRADEWEB MKTS INCTW$2.0K15,3900.87%+0.20pp4q-2.6%
ALPHABET INCGOOG$2.0K10,4650.86%+0.26pp25qHELD
SELECT SECTOR SPDR TRXLB$1.9K22,5270.82%+0.10pp22q+4.7%
ISHARES TRIYW$1.9K11,7650.81%+0.17pp25q-4.4%
VERTEX PHARMACEUTICALS INCVRTX$1.9K4,6590.81%+0.07pp25qHELD
MARATHON PETE CORPMPC$1.8K13,0710.79%+0.08pp25q+4.3%
WASTE MGMT INC DELWM$1.7K8,3310.73%+0.15pp25q+3.4%
KROGER COKR$1.6K26,7100.71%+0.21pp25q+5.6%
INTERCONTINENTAL EXCHANGE INICE$1.5K10,3480.67%+0.10pp25q+1.6%
WESTERN ALLIANCE BANCORPWAL$1.5K17,7450.64%+0.11pp25q-0.6%
TAKE-TWO INTERACTIVE SOFTWARTTWO$1.4K7,5550.60%+0.21pp13q+1.5%
INVESCO DB MULTI-SECTOR COMMDBA$1.3K49,5900.57%+0.16pp12q+7.4%
EDWARDS LIFESCIENCES CORPEW$1.3K17,7400.57%+0.17pp3q+1.1%
INTERNATIONAL BUSINESS MACHSIBM$1.3K5,7690.55%-0.08pp18q-29.6%
LEIDOS HOLDINGS INCLDOS$1.2K8,4180.53%+0.05pp24qHELD
THERMO FISHER SCIENTIFIC INCTMO$1.2K2,3080.52%+0.04pp24q+3.2%
REGENERON PHARMACEUTICALSREGN$1.2K1,6220.50%-0.09pp25q+0.6%
QUANTA SVCS INCPWR$1.1K3,6400.50%+0.13pp16q+1.3%
WISDOMTREE TREPI$1.1K24,6200.48%+0.05pp25q-1.2%
EASTMAN CHEM COEMN$1.1K12,1830.48%flat25q-2.4%
SPDR SERIES TRUSTSPYM$1.1K16,1250.48%+0.12pp6q+4.0%
RTX CORPORATIONRTX$1.1K9,4360.47%+0.09pp8q+3.5%
MOLINA HEALTHCARE INCMOH$1.1K3,7440.47%+0.04pp16q+3.8%
GLOBAL PMTS INCGPN$9988,9090.43%+0.13pp22q+2.7%
GALLAGHER ARTHUR J & COAJG$9873,4760.43%+0.10pp18q+3.2%
TAIWAN SEMICONDUCTOR MANUFACTSM$9724,9240.42%+0.13pp6q+1.1%
ZEBRA TECHNOLOGIES CORPORATIZBRA$9472,4530.41%+0.11pp25q+3.3%
TD SYNNEX CORPORATIONSNX$9327,9430.40%+0.08pp18q+2.7%
PIMCO ETF TRMUNI$93017,9800.40%+0.13pp25q+20.1%
ISHARES TRIWM$8643,9100.37%+0.33pp25q+584.8%
HEALTHPEAK PROPERTIES INCDOC$83841,3350.36%+0.11pp3q+27.1%
TYSON FOODS INCTSN$81514,1840.35%+0.08pp17q+6.0%
LOWES COS INCLOW$7953,2220.34%+0.04pp25q-1.9%
SS&C TECH HLDGSSSNC$78510,3590.34%+0.09pp17q+4.1%
ULTA BEAUTY INCULTA$7661,7610.33%+0.12pp10q+10.3%
FIRST TR EXCHNG TRADED FD VIYJUN$75134,7750.33%+0.02pp6q-11.0%
WISDOMTREE TROPPE$67217,5900.29%+0.07pp6q+5.1%
ROSS STORES INCROST$6524,3070.28%+0.07pp25q+4.7%
BOYD GAMING CORPBYD$6518,9790.28%+0.09pp10q+5.3%
WISDOMTREE TRUSFRXXXX$63812,6710.28%+0.04pp8q-7.5%
AUTOZONE INCAZO$6311970.27%+0.06pp14q-1.5%
ON SEMICONDUCTOR CORPON$6289,9580.27%+0.04pp25q+9.9%
AMETEK INCAME$6043,3480.26%+0.07pp17q+2.1%
ONEOK INC NEWOKE$5835,8050.25%+0.05pp9q-11.0%
SPDR SERIES TRUSTSPYV$57111,1650.25%+0.07pp12q+13.3%
META PLATFORMS INCMETA$5659650.24%+0.05pp25q-4.4%
VENTAS INCVTR$5509,3400.24%+0.03pp2q-1.8%
BARCLAYS BANK PLCDJP$54617,0050.24%+0.05pp25q+2.6%
ISHARES TRLQD$5124,7910.22%+0.06pp20q+19.3%
ELI LILLY & COLLY$4966430.21%+0.02pp25q+0.8%
MICROSOFT CORPMSFT$4941,1730.21%+0.07pp25q+19.0%
INVESCO QQQ TRQQQ$4909590.21%+0.06pp4q+5.4%
GENERAL ELECTRIC COGEXXXX$4842,9030.21%+0.02pp25qHELD
GRANITESHARES ETF TRNVDL$4516,7870.20%+0.06pp6qHELD
LOCKHEED MARTIN CORPLMT$4499240.19%+0.01pp25qHELD
Homestead Stock Index$42510,0030.18%+0.04pp5q+0.9%
TESLA INCTSLA$4171,0320.18%+0.08pp25q-5.8%
BLACKSTONE GROUP L PBXXXXX$4012,3250.17%+0.05pp8qHELD
FIRST TR EXCHNG TRADED FD VIYMAR$39217,1980.17%+0.03pp8q+1.3%
JPMORGAN CHASE & COJPM$3901,6250.17%+0.06pp25q+11.7%
ADOBE INCADBE$3878710.17%+0.01pp25qHELD
BERKSHIRE HATHAWAY INC DELBRKB$3858490.17%+0.05pp25q+14.9%
TORONTO DOMINION BK ONTTD$3787,1000.16%-newNEW
SPDR GOLD TRGLD$3691,5260.16%+0.03pp25qHELD
SCHWAB STRATEGIC TRSCHD$36313,2690.16%+0.03pp18q+209.5%
UNITED PARCEL SVCS INCUPS$3592,8480.16%+0.03pp21q+6.2%
PAYPAL HLDGS INCPYPL$3414,0000.15%+0.07pp25q+33.3%
ALBEMARLE CORPALB$3343,8750.14%-0.02pp7q-21.9%
LAM RESEARCH CORPLRCXXXXX$3254,5000.14%+0.03pp25q+1025.0%
ISHARES TRIWV$3179470.14%+0.03pp5qHELD
ORACLE CORPORCL$3161,8980.14%+0.03pp25qHELD
CELANESE CORP DELCE$3124,5060.14%-0.09pp25q-4.6%
PACKAGING CORP AMERPKG$3121,3840.14%+0.04pp25q+3.9%
SPDR SERIES TRUSTSPYG$3053,4670.13%+0.04pp25q+4.2%
MCDONALDS CORPMCD$3001,0350.13%+0.02pp25qHELD
FIRST TR EXCHNG TRADED FD VIYSEP$29113,4150.13%+0.01pp3q-6.9%
NOVO-NORDISK A SNVO$2883,3500.12%flat25q+6.3%
SPDR SERIES TRUSTXPH$2856,6400.12%+0.03pp3q+6.7%
FIRST TR EXCHNG TRADED FD VIYDEC$28412,5870.12%+0.02pp5q+9.1%
FIRST TR EXCHANGE-TRADED FDLMBS$2795,7270.12%+0.02pp25qHELD
PFIZER INCPFE$27810,4680.12%+0.10pp25q+450.1%
Welltower$2772,2000.12%+0.02pp2q-2.2%
STOCK YDS BANCORP INCSYBT$2683,7480.12%+0.04pp10qHELD
AMGEN INCAMGN$2611,0020.11%flat25q+3.3%
FIRST TR EXCHNG TRADED FD VIQJUN$2619,3000.11%+0.03pp3q+1.2%
FIRST TR EXCHANGE TRADED FDCIBR$2503,9360.11%+0.03pp12q+3.7%
JOHNSON & JOHNSONJNJ$2501,7290.11%+0.03pp25q+26.4%
NVIDIA CORPORATIONNVDA$2471,8430.11%+0.05pp25q+36.2%
FIRST TR EXCHANGE-TRADED FDKNG$2444,8500.11%+0.01pp4qHELD
GE VERNOVA INCGEV$2387240.10%+0.04pp3qHELD
ISHARES TRHDV$2382,1200.10%-newNEW
INVESCO EXCH TRADED FD TR IISPHD$2374,8980.10%-newNEW
FIRST TR EXCHANGE-TRADED FDRDVI$2369,7500.10%+0.02pp4qHELD
US BANCORPUSB$2344,8820.10%+0.02pp25q-0.5%
CORTEVA INCCTVA$2314,0550.10%-0.02pp6q-32.1%
COSTCO WHOLESALE CORPORATIONCOST$2292500.10%+0.06pp25q+85.2%
BRITISH AMERN TOB PLCBTI$2256,2070.10%+0.02pp25q+8.3%
SOUTHERN COSO$2132,5890.09%+0.01pp25qHELD
FIFTH THIRD BANCORPFITB$2094,9420.09%+0.02pp25q+0.8%
TRUIST FINL CORPTFC$2094,8180.09%+0.02pp21q+0.5%
INTERNATIONAL PAPER COIP$2053,8140.09%+0.03pp17q+5.7%
GLOBAL X FDSQYLD$20411,1840.09%+0.01pp18q-9.9%
ISHARES TRIDV$1987,2260.09%-newNEW
CHEVRON CORPORATIONCVX$1901,3140.08%+0.02pp25q+6.6%
ALPHABET INCGOOGL$1891,0000.08%+0.04pp25q+31.6%
DUKE ENERGY CORP NEWDUK$1891,7520.08%+0.02pp25q+21.0%
HOME DEPOT INCHD$1854750.08%+0.03pp25q+26.7%
PEPSICO INCPEP$1821,1990.08%+0.02pp25q+10.6%
FIRST TR EXCHNG TRADED FD VIQCJL$1768,3750.08%+0.02pp2q+11.8%
FIRST TR EXCHNG TRADED FD VIDJUL$1714,0850.07%+0.02pp2qHELD
WALMART INCWMT$1701,8840.07%+0.04pp25q+77.9%
UNION PAC CORPUNP$1697420.07%+0.01pp25qHELD
LAUDER ESTEE COS INCEL$1672,2300.07%-0.02pp5q-20.6%
FIRST TR EXCHNG TRADED FD VIDDEC$1624,0450.07%flat5q-19.8%
ISHARES TRTIP$1571,4750.07%-0.01pp25q-24.4%
VANGUARD SCOTTSDALE FDSVGIT$1532,6460.07%+0.01pp8q-9.6%
ALTRIA GROUP INCMO$1522,9000.07%+0.01pp25qHELD
EXCHANGE TRADED CONCEPTS TRUROBO$1522,6950.07%+0.03pp25q+56.7%
LAZARD LTDLAZXXXX$1522,9500.07%+0.01pp22qHELD
STRATEGY INCMSTR$1485100.06%+0.06pp3q+240.0%
AMERICAN FINANCIAL GROUP INCAFG$1471,0770.06%+0.01pp25qHELD
CARETRUST REIT INCCTRE$1465,3850.06%+0.01pp6qHELD
ETFIS SER TR IPFFA$1416,4230.06%+0.02pp22q+18.7%
FIRST TR EXCHNG TRADED FD VIDJUN$1403,2250.06%-0.03pp3q-50.0%
ISHARES TRIWB$1384270.06%+0.01pp25qHELD
VANGUARD INDEX FDSVTV$1378120.06%+0.02pp21q+38.3%
HONEYWELL INTL INCHONZZZZ$1325860.06%+0.01pp25q-1.5%
KLA CORPKLAC$1322100.06%flat25qHELD
EATON VANCE TAX-MANAGED GLOBEXG$13116,0000.06%+0.01pp10qHELD
ROCKWELL AUTOMATION INCROK$1314600.06%+0.01pp25qHELD
ISHARES BITCOIN TRUST ETFIBIT$1302,4550.06%+0.03pp2q+8.9%
KELLOGG COK$1301,6000.06%flat15q-17.3%
WISDOMTREE TRDES$1303,7880.06%+0.04pp25q+244.4%
BAXTER INTL INCBAX$1234,2200.05%flat9q-2.1%
PIMCO CORPORATE & INCOME OPPPTY$1198,2820.05%+0.01pp5q+2.8%
ISHARES TRDVY$1178900.05%+0.01pp25qHELD
FIRST TR EXCHANGE TRADED FDAIRR$1161,5000.05%+0.02pp13q+30.4%
TRUMP MEDIA & TECHNOLOGY GRODJT$1143,3530.05%+0.03pp13qHELD
CORMEDIX INCCRMD$11314,0000.05%+0.02pp2q+16.7%
FIRST TR EXCHNG TRADED FD VIQDEC$1124,0500.05%+0.03pp5q+61.4%
ARISTA NETWORKS INCANETXXXX$1111,0000.05%+0.01pp25q+300.0%
COLGATE PALMOLIVE COCL$1091,2000.05%flat25qHELD
SUBURBAN PROPANE PARTNERS LSPH$1096,3500.05%+0.01pp25qHELD
ISHARES TRIYG$1081,3880.05%+0.01pp25qHELD
ABRDN SILVER ETF TRUSTSIVR$1063,8600.05%+0.01pp19q-2.5%
BOSTON BEER INCSAM$1063550.05%flat14q-15.5%
VANECK ETF TRUSTCLOB$1062,1000.05%-newNEW
AQR Diversified Arbitr$1018,3180.04%+0.01pp5qHELD
SMUCKER J M COSJM$1009040.04%+0.01pp25qHELD
ISHARES TREEM$982,3480.04%+0.01pp25qHELD
ISHARES TRPFF$983,1130.04%-newNEW
DISNEY WALT CODIS$958530.04%+0.01pp25qHELD
FIDELITY NATL INFORMATION SVFIS$951,1700.04%flat8q-20.4%
FIRST TR EXCHANGE-TRADED ALPFNX$958200.04%+0.01pp25q-7.9%
ABBVIE INCABBV$945270.04%flat25qHELD
EXXON MOBIL CORPXOMXXXX$948750.04%+0.01pp25qHELD
ISHARES TRIYH$941,6150.04%flat25qHELD
VANECK ETF TRUSTEINC$941,0000.04%+0.01pp19qHELD
VANGUARD INTL EQUITY INDEX FVT$937900.04%+0.01pp25qHELD
PARK HOTELS & RESORTS INCPK$906,3950.04%-0.02pp8q-42.5%
ENTERPRISE PRODS PARTNERS LEPD$892,8420.04%+0.01pp25qHELD
FIRST TR EXCHANGE-TRADED FDFV$891,5000.04%+0.01pp25qHELD
ARK ETF TRARKG$883,7350.04%flat16qHELD
GLOBAL X FDSBOTZ$872,7250.04%+0.01pp25q+0.9%
PHILIP MORRIS INTL INCPM$877250.04%+0.01pp25qHELD
AMBEV SAABEV$8646,7550.04%+0.02pp2q+78.6%
BARRICK GOLD CORPGOLD$865,5550.04%+0.02pp2q+85.2%
INVESCO EXCHANGE TRADED FD TRSP$864920.04%+0.01pp4q+3.4%
QUALCOMM INCQCOM$865600.04%-newNEW
Equitable Resources Inc$821,7700.04%+0.01pp2q-16.4%
WESBANCO INCWSBC$822,5070.04%+0.01pp25qHELD
LLOYDS BANKING GROUP PLCLYG$8129,8620.04%+0.01pp6q+6.7%
SALESFORCE INCCRM$802380.03%+0.02pp6q+75.0%
EBAY INC.EBAY$791,2770.03%+0.01pp25qHELD
NETFLIX INCNFLX$78870.03%+0.03pp10q+1142.9%
ISHARES TRIAT$771,5250.03%+0.01pp25qHELD
VISA INCV$772450.03%+0.02pp25q+113.0%
GE HEALTHCARE TECHNOLOGIES IGEHC$769680.03%flat8qHELD
EVERSOURCE ENERGYES$741,2970.03%flat13qHELD
ISHARES TRIVW$747280.03%+0.01pp13qHELD
AKEBIA THREAPEUTICS INCAKBA$7338,4610.03%-newNEW
EATON VANCE TAX ADVT DIV INCEVT$723,0000.03%+0.01pp10qHELD
INVESCO EXCH TRADED FD TR IIKBWD$714,8250.03%flat23q-1.5%
ISHARES TRIYJ$715350.03%+0.01pp25qHELD
VANGUARD INDEX FDSVNQ$707850.03%flat19qHELD
BCE INCBCE$692,9600.03%+0.03pp2q+640.0%
NOVARTIS AGNVS$687000.03%flat25qHELD
APPLIED MATLS INCAMAT$674150.03%+0.01pp25q+50.9%
GLOBAL X FDSXYLD$661,5750.03%flat12q-15.8%
ISHARES TRIWO$652250.03%+0.01pp25qHELD
SPDR SERIES TRUSTKBE$651,1700.03%+0.01pp25q-3.7%
FIRST TR EXCHANGE-TRADED FDBGLD$643,4750.03%flat3qHELD
INTEL CORPINTC$643,2120.03%-0.01pp25q-38.4%
SENSATA TECHNOLOGIES HLDG PLST$642,3350.03%-0.02pp6q-35.8%
ISHARES TRSHY$637700.03%-newNEW
KENVUE INCKVUE$632,9700.03%flat2q-10.5%
SHELL PLCSHEL$631,0080.03%flat12qHELD
JOHN HANCOCK EXCHANGE TRADEDJHMM$621,0300.03%-newNEW
FIRST TR EXCHANGE-TRADED FDFTCS$617000.03%flat9qHELD
DUPONT DE NEMOURS INCDD$607830.03%-0.01pp5q-24.1%
FIRST TR EXCHNG TRADED FD VIDOCT$601,5200.03%+0.02pp13q+223.4%
HEWLETT PACKARD ENTERPRISE CHPE$602,8330.03%+0.01pp25qHELD
BP PLCBP$591,9850.03%-0.01pp25q-36.7%
ISHARES TRIWP$594660.03%+0.01pp5qHELD
DEERE & CODE$581380.03%+0.01pp15q+34.0%
ISHARES TRIGV$585750.03%+0.01pp19qHELD
FIRST TR EXCHNG TRADED FD VIDNOV$571,3250.02%+0.01pp5q+15.2%
COCA COLA COKO$569050.02%flat25qHELD
INTERPUBLIC GROUP COS INCIPG$562,0000.02%flat25qHELD
ELEVANCE HEALTH INC FORMERLYELV$551500.02%-0.01pp25q-14.3%
WESTERN UN COWU$555,1530.02%+0.02pp2q+329.4%
ETFIS SER TR IAMZA$541,2530.02%+0.01pp9q+0.6%
HEALTHCARE RLTY TRHRXXXX$533,1500.02%-newNEW
KINDER MORGAN INC DELKMI$531,9250.02%+0.01pp25qHELD
DIMENSIONAL ETF TRUSTDFAX$522,0920.02%flat5qHELD
FIRST TR EXCHANGE TRADED FDFXR$527000.02%flat9qHELD
HEWLETT PACKARD CO$521,5840.02%flat21qHELD
JOHN HANCOCK EXCHANGE TRADEDJHSC$511,2910.02%-newNEW
INTUITIVE SURGICAL INCISRG$50960.02%+0.02pp25q+300.0%
FIRST TR EXCHNG TRADED FD VIDMAY$491,2150.02%-0.02pp3q-53.5%
ISHARES TRIWS$493750.02%flat5qHELD
ARK ETF TRARKK$478250.02%+0.01pp25qHELD
NORFOLK SOUTHN CORPNSC$472000.02%flat25qHELD
FIRST TR EXCHANGE-TRADED FDFVD$461,0450.02%-newNEW
FIRST TR EXCHNG TRADED FD VIDEED$462,2400.02%flat15q+1.8%
BOSTON SCIENTIFIC CORPBSX$455000.02%flat25qHELD
ALIGOS THERAPEUTICS INCALGS$441,1000.02%+0.02pp2q+1000.0%
HERCULES CAPITAL INCHTGC$432,1420.02%flat22q+4.6%
CANADIAN PAC RY LTDCPXXXX$425760.02%flat4qHELD
GAMESTOP CORPGME$421,3450.02%+0.01pp11qHELD
HERSHEY COHSY$422500.02%flat25qHELD
ISHARES TRSOXX$421950.02%-newNEW
SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSSIEGY$424300.02%flat24qHELD
TOTALENERGIES SETTE$427750.02%flat25qHELD
ZIMMER BIOMET HOLDINGS INCZBH$423950.02%-0.02pp12q-58.2%
BLACKROCK INCBLKXXXX$41400.02%flat25qHELD
INTUITINTU$41660.02%+0.02pp3q+6500.0%
SHERWIN WILLIAMS COSHW$411200.02%-newNEW
HIMAX TECHNOLOGIES INCHIMX$405,0000.02%+0.01pp12qHELD
OSI ETF TROGIGXXXX$408600.02%flat7q-10.4%
ALPS ETF TRAMLPXXXX$398050.02%-newNEW
ISHARES TREUFN$391,6650.02%flat15qHELD
SKYWORKS SOLUTIONS INCSWKS$394370.02%flat25qHELD
COHEN & STEERS QUALITY INCOMRQI$383,0880.02%flat18q+1.8%
FIRST TR EXCHANGE-TRADED ALPFTA$385000.02%flat25q-27.5%
FIRST TR EXCHANGE-TRADED FDFTXN$381,3250.02%flat12qHELD
ISHARES TRIXJ$384450.02%flat25qHELD
SPDR SERIES TRUSTSDY$382900.02%flat25qHELD
AT&T INCT$371,6460.02%flat25qHELD
FIRST TR EXCH TRADED FD IIIFPEI$372,0000.02%flat13qHELD
WW GRAINGER INCGWW$37350.02%-newNEW
MASTERCARD INCORPORATEDMA$37700.02%flat25qHELD
NORTHEAST BANCORPNBN$374000.02%+0.01pp7qHELD
Powershs Exch Trad Fd$361,7000.02%flat8qHELD
QORVO INCQRVO$365090.02%flat25qHELD
SOL GLOBAL INVTS CORP COMSOLCF$36160,0000.02%-newNEW
VANECK ETF TRUSTBIZD$362,1750.02%+0.01pp5q+229.5%
ETF SER SOLUTIONSUFOX$357250.02%flat16qHELD
INVESCO EXCH TRADED FD TR IIBKLN$351,6650.02%flat25qHELD
PGIM ETF TRPULS$357150.02%flat16q-20.6%
ETF MANAGERS TRIPAYXXXX$345850.01%flat18q-4.1%
MCKESSON CORPMCK$34590.01%flat17qHELD
SUNRUN INCRUN$343,6650.01%-0.02pp12q-34.7%
VANGUARD INDEX FDSVO$341300.01%-newNEW
COINBASE GLOBAL INCCOIN$331340.01%+0.01pp5qHELD
PACCAR INCPCAR$333220.01%flat15qHELD
REAVES UTIL INCOME FDUTG$331,0310.01%flat18q+1.1%
SPDR SERIES TRUSTKRE$335500.01%flat8qHELD
VANGUARD INDEX FDSVTI$331150.01%-newNEW
FIRST TR EXCHANGE TRAD FD VIFTGC$321,3450.01%+0.01pp15q+627.0%
PIMCO ETF TRMINT$323220.01%flat25q-15.7%
PIMCO DYNAMIC INCOME FDPDI$321,7270.01%flat13q+5.2%
CONOCOPHILLIPSCOP$313160.01%flat25qHELD
FIRST TR EXCHANGE-TRADED FDSDVY$318750.01%-newNEW
IRON MTN INC DELIRM$312910.01%-0.01pp12q-50.6%
NETEASE COM INCNTES$313500.01%flat25qHELD
First Cash Finl Svcs Inc$302850.01%+0.01pp2q+41.1%
ISHARES TRUSMV$303400.01%-newNEW
OREILLY AUTOMOTIVE INCORLY$30250.01%-newNEW
UNITEDHEALTH GROUP INCUNH$30600.01%-newNEW
ACCENTURE PLC IRELANDACN$30860.01%flat25qHELD
AMERICAN CAPITAL AGENCY CORP$293,1920.01%flat8q+0.8%
FIRST TR EXCHANGE-TRADED FDQTEC$291550.01%flat25qHELD
ARES CAPITAL CORPARCC$281,2830.01%flat8q+2.2%
CHURCHILL DOWNS INCCHDN$282100.01%flat7qHELD
GLADSTONE CAPITAL CORPGLADXXXX$289780.01%-newNEW
ISHARES TRIYR$283000.01%flat2q-25.0%
PROSHARES TRQLD$282560.01%flat9qHELD
VANGUARD INDEX FDSVB$281150.01%flat17qHELD
WISDOMTREE TRDTD$283750.01%flat18qHELD
CONSOLIDATED EDISON INCED$273050.01%-newNEW
RUM GROUP INCRUM$272,1000.01%+0.01pp10qHELD
WILLIAMS COS INCWMB$275000.01%-newNEW
HUNTINGTON BANCSHARES INCHBAN$261,5960.01%-0.01pp25q-55.6%
LANTHEUS HLDGS INCLNTH$262860.01%-0.12pp10q-92.0%
VANGUARD INDEX FDSVUG$26640.01%flat3qHELD
ANTERO MIDSTREAM CORPAM$251,6880.01%flat15q+1.5%
CINGULATE INCCING$255,0100.01%-newNEW
ETFS GOLD TR$251,0000.01%flat8qHELD
ENERGY FUELS INCUUUU$254,9230.01%-newNEW
LCNB CORPLCNB$251,6360.01%flat5qHELD
Mosaic Company$251,0000.01%flat7qHELD
CATERPILLAR INCCAT$24650.01%flat25qHELD
EMERSON ELEC COEMR$241950.01%-newNEW
FIRST TR EXCHANGE-TRADED FDFTSL$245150.01%-newNEW
FIRST TR EXCHANGE-TRADED FDRDVY$244000.01%flat3qHELD
FIRST TR EXCHNG TRADED FD VIDAUG$246000.01%flat2qHELD
ISHARES INCEEMS$244080.01%flat25qHELD
J P MORGAN EXCHANGE TRADED FJEPQ$244330.01%-0.04pp9q-83.9%
HAPPEN INCHAPN$241,5000.01%flat2q-46.4%
VULCAN MATLS COVMC$24950.01%-newNEW
H & Q Healthcare Fund$231,4590.01%flat18q+24.8%
VANGUARD BD INDEX FDSBIV$233050.01%flat4q+1.7%
XPO INCXPO$231770.01%flat25qHELD
ASTRAZENECA PLCAZN$223420.01%flat18qHELD
INTERNATIONAL FLAVORS&FRAGRAIFF$222550.01%flat6qHELD
ISHARES TRIYF$222000.01%flat25qHELD
ISHARES TRIYE$224750.01%flat25q-9.5%
SERVE ROBOTICS INCSERV$221,6650.01%flat2q-33.7%
CORCEPT THERAPEUTICS INCCORT$214110.01%-0.15pp4q-95.8%
DOW CHEM CO$215130.01%-0.01pp22q-34.6%
ISHARES TREMB$212330.01%flat17q-30.0%
ISHARES TRIEFA$213000.01%flat8qHELD
JANUS DETROIT STR TRVNLA$214300.01%-newNEW
STERIS PLC$211000.01%flat25qHELD
BROWN FORMAN CORPBFA$205310.01%flat24q+0.6%
DIMENSIONAL ETF TRUSTDFUV$205000.01%flat5qHELD
FLAHERTY & CRUMRIN PFD & INMFFC$201,2700.01%flat18q+0.7%
ISHARES INCEWL$204250.01%flat25qHELD
JANUS DETROIT STR TRJSML$203000.01%flat21qHELD
ROBINHOOD MKTS INCHOOD$205450.01%+0.01pp3q+1111.1%
CORE LABORATORIES N VCLB$201,1500.01%flat4q-2.5%
CSX CORPCSX$196000.01%flat25qHELD
EOG RES INCEOG$191550.01%-newNEW
FORTIVE CORPFTV$192500.01%flat11qHELD
MAIN STR CAP CORPMAIN$193220.01%flat18q+1.6%
TELEFONICA S ATELFY$194,7160.01%flat25q-4.6%
XAI OCTAGN FLT RAT & ALT INMXFLT$192,8820.01%flat16q+5.7%
MILLICOM INTL CELLULAR S ATIGO$197490.01%flat13qHELD
CITIGROUP INCC$182500.01%flat8qHELD
DELTA AIR LINES INCDAL$183010.01%flat25qHELD
STRATEGY SHSSSUS$184320.01%flat15q+4.6%
TIDAL TRUST IIAVGX$185700.01%-newNEW
VANGUARD ADMIRAL FDS INCVOOG$18500.01%flat12qHELD
VANGUARD SCOTTSDALE FDSVCSH$182350.01%+0.01pp16q+291.7%
CARRIER GLOBAL CORPORATIONCARR$172450.01%-newNEW
Coeur D'Alene Mines Corp.$173,0000.01%-newNEW
FIRST TR EXCHANGE-TRADED FDQABA$173000.01%flat25qHELD
GRANITESHARES ETF TRMSFL$177500.01%flat2qHELD
HILLENBRAND INCHI$175490.01%flat25qHELD
INTELLIA THERAPEUTICS INCNTLA$171,5000.01%-newNEW
ISHARES SILVER TRSLV$176500.01%flat25qHELD
JACOBS SOLUTIONS INCJ$171250.01%flat9q-50.0%
SCHWAB STRATEGIC TRSCHE$176480.01%flat25q-27.9%
DELIVERY HERO SE NPV$176500.01%-newNEW
COMPASS MINERALS INTL INCCMP$161,4500.01%flat4q-9.4%
FIRST TR EXCHANGE-TRADED FDFDL$164000.01%flat21qHELD
FIRST TR EXCHNG TRADED FD VIRSJN$165000.01%flat2qHELD
FIRST TR EXCH TRADED FD IIINTRL$168000.01%flat6q-23.8%
HASBRO INCHAS$162950.01%flat8q-25.3%
Market Vectors Nuclear$162000.01%-newNEW
OPEN TEXT CORPOTEX$165720.01%flat25qHELD
PACER FDS TRCOWZ$162780.01%+0.01pp3q+892.9%
FIRST TR EXCHNG TRADED FD VIDSEP$153750.01%+0.01pp2q+1775.0%
INVESCO EXCHANGE TRADED FD TGRPM$151350.01%flat3qHELD
JD.COM INCJD$154370.01%flat25qHELD
OCCIDENTAL PETE CORPOXY$153000.01%-newNEW
ORANGEORANY$151,5000.01%flat15q-39.1%
SPDR SERIES TRUSTSPSB$155080.01%flat25q-7.1%
TENAYA THERAPEUTICS INCTNYA$1510,6000.01%-newNEW
VANGUARD TAX-MANAGED FDSVEA$153190.01%flat3qHELD
VANGUARD WORLD FDVIS$15600.01%flat25qHELD
WESTERN DIGITAL CORPWDC$152500.01%-newNEW
ARCHER DANIELS MIDLAND COADM$142850.01%flat25qHELD

Showing the largest 400 of 612 positions.

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Capital Markets 0.2%Not classified 99.8%
 
SectorValueShare
Capital Markets$50.2%
Not classified$2.3K99.8%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q4 2024$231.0K6126915810612938.5%21
Q3 2024$289.7K6728210922513938.8%16
Q2 2024$287.7K72912614917510240.5%17
Q1 2024$284.4K70510615319111140.4%18
Q4 2023$263.4K710881371689940.2%19
Q3 2023$233.4K7211671141665841.3%31
Q2 2023$216.9K61238711773244.2%28
Q1 2023$222.6K606861171085943.2%34
Q4 2022$199.4K5796410213216744.2%37
Q3 2022$202.0M6821311201097541.7%45
Q2 2022$216.5M62652891033140.0%42
Q1 2022$270.2M60566921743438.4%32
Q4 2021$285.9M57342771324538.8%40
Q3 2021$276.6M576341241042538.3%36
Q2 2021$274.1M567451021122538.4%37
Q1 2021$262.1M54765861442639.4%29
Q4 2020$261.6M50841821446739.7%32
Q3 2020$241.4M53445681314841.3%37
Q2 2020$231.9M5376710911911242.6%41
Q1 2020$180.6M582138119844041.2%24
Q4 2019$239.0M48433851013035.1%38
Q3 2019$230.6M4812576884834.4%32
Q2 2019$228.2M5044664803033.8%33
Q1 2019$236.3M4884887862931.8%39
Q4 2018$208.3M469000030.9%37

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.