Fintrust Capital Advisors 13F annual report
Fintrust Capital Advisors is an investment fund managing more than $548 billion ran by Valerie Smithey. There are currently 1064 companies in Mrs. Smithey’s portfolio. The largest investments include Ishares Tr and NVIDIA Corp, together worth $191 billion.
Limited to 30 biggest holdings
$548 billion Assets Under Management (AUM)
As of 17th July 2024, Fintrust Capital Advisors’s top holding is 3,321,530 shares of Ishares Tr currently worth over $173 billion and making up 31.5% of the portfolio value.
In addition, the fund holds 42,492 shares of NVIDIA Corp worth $18.6 billion, whose value fell 79.9% in the past six months.
The third-largest holding is Apple Inc worth $17.7 billion and the next is Capital Grp Fixed Incm Etf T worth $13.6 billion, with 610,364 shares owned.
Currently, Fintrust Capital Advisors's portfolio is worth at least $548 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Fintrust Capital Advisors
The Fintrust Capital Advisors office and employees reside in Greenville, South Carolina. According to the last 13-F report filed with the SEC, Valerie Smithey serves as the CCO at Fintrust Capital Advisors.
Recent trades
In the most recent 13F filing, Fintrust Capital Advisors revealed that it had opened a new position in
Pgim Etf Tr and bought 21,500 shares worth $1.1 billion.
The investment fund also strengthened its position in NVIDIA Corp by buying
38,319 additional shares.
This makes their stake in NVIDIA Corp total 42,492 shares worth $18.6 billion.
NVIDIA Corp dropped 72.3% in the past year.
On the other hand, there are companies that Fintrust Capital Advisors is getting rid of from its portfolio.
Fintrust Capital Advisors closed its position in Pioneer Natural Resources Co on 24th July 2024.
It sold the previously owned 1,100 shares for $289 million.
Valerie Smithey also disclosed a decreased stake in Ishares Tr by approximately 0.1%.
This leaves the value of the investment at $173 billion and 3,321,530 shares.
One of the average hedge funds
The two most similar investment funds to Fintrust Capital Advisors are J. Stern & Co. LL.P. and Gratus Wealth Advisors. They manage $548 billion and $549 billion respectively.
Valerie Smithey investment strategy
Fintrust Capital Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 11.5% of
the total portfolio value.
The fund focuses on investments in the United States as
49.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
36% of the total holdings value.
On the other hand, small-cap stocks make up only 2.1% of the portfolio.
The average market cap of the portfolio companies is close to $47.8 billion.
The complete list of Fintrust Capital Advisors trades based on 13F SEC filings
These positions were updated on July 24th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
1.24%
3,321,530
|
$172,772,055,000 | 31.51% |
| NVIDIA Corp |
918.26%
42,492
|
$18,591,434,000 | 3.39% |
| Apple Inc |
2.58%
84,019
|
$17,696,147,000 | 3.23% |
| Capital Grp Fixed Incm Etf T |
15.56%
610,364
|
$13,576,396,000 | 2.48% |
| Pimco Etf Tr |
17.22%
144,346
|
$13,214,899,000 | 2.41% |
| Microsoft Corporation |
1.41%
25,419
|
$11,360,905,000 | 2.07% |
| Spdr Ser Tr |
0.61%
182,692
|
$13,500,990,000 | 2.46% |
| Ishares Inc |
2.44%
172,838
|
$9,304,997,000 | 1.70% |
| Ishares U S Etf Tr |
6.22%
176,087
|
$8,859,497,000 | 1.62% |
| Alphabet Inc |
1.65%
50,079
|
$9,143,337,000 | 1.67% |
| Amazon.com Inc. |
3.19%
30,008
|
$5,799,110,000 | 1.06% |
| Amplify Etf Tr |
3.79%
157,078
|
$5,694,976,000 | 1.04% |
| Aflac Inc. |
0.65%
61,538
|
$5,495,959,000 | 1.00% |
| Meta Platforms Inc |
3.09%
10,568
|
$5,328,717,000 | 0.97% |
| Invesco Exchange Traded Fd T |
3.33%
230,532
|
$12,990,919,000 | 2.37% |
| Broadcom Inc |
0.49%
2,664
|
$4,277,041,000 | 0.78% |
| J P Morgan Exchange Traded F |
10.92%
137,872
|
$7,070,577,000 | 1.29% |
| Global X Fds |
61.29%
367,399
|
$7,117,224,000 | 1.30% |
| Vanguard Index Fds |
1.15%
59,277
|
$11,672,551,000 | 2.13% |
| Duke Energy Corp. |
13.73%
29,885
|
$2,995,374,000 | 0.55% |
| Ishares Gold Tr |
5.73%
67,597
|
$2,969,535,000 | 0.54% |
| Vanguard Whitehall Fds |
9.29%
54,058
|
$5,081,922,000 | 0.93% |
| AMGEN Inc. |
4.47%
8,484
|
$2,650,898,000 | 0.48% |
| Grayscale Bitcoin Tr Btc |
5.39%
48,896
|
$2,603,224,000 | 0.47% |
| JPMorgan Chase & Co. |
2.93%
12,749
|
$2,578,613,000 | 0.47% |
| Home Depot, Inc. |
0.63%
6,892
|
$2,372,402,000 | 0.43% |
| Qualcomm, Inc. |
0.31%
11,910
|
$2,372,299,000 | 0.43% |
| Procter And Gamble Co |
1.52%
14,332
|
$2,363,599,000 | 0.43% |
| The Boeing Company |
35.56%
12,583
|
$2,290,232,000 | 0.42% |
| Alibaba Group |
103.97%
31,221
|
$2,247,912,000 | 0.41% |
| Wisdomtree Tr |
3.16%
78,981
|
$4,622,996,000 | 0.84% |
| Walmart Inc |
6.45%
32,246
|
$2,183,348,000 | 0.40% |
| Abbvie Inc |
5.66%
12,430
|
$2,131,994,000 | 0.39% |
| Goldman Sachs Group, Inc. |
2.80%
4,658
|
$2,107,096,000 | 0.38% |
| Exxon Mobil Corp. |
18.69%
18,132
|
$2,087,356,000 | 0.38% |
| Regeneron Pharmaceuticals, Inc. |
1.93%
1,984
|
$2,085,244,000 | 0.38% |
| Legg Mason Etf Invt |
54.20%
70,927
|
$2,177,325,000 | 0.40% |
| Cisco Sys Inc |
3.91%
42,654
|
$2,026,511,000 | 0.37% |
| Salesforce Inc |
0.28%
7,858
|
$2,020,334,000 | 0.37% |
| Expedia Group Inc |
0.93%
15,507
|
$1,953,727,000 | 0.36% |
| Cheniere Energy Inc. |
9.55%
10,466
|
$1,829,700,000 | 0.33% |
| Invesco Exch Traded Fd Tr Ii |
12.47%
109,735
|
$4,205,727,000 | 0.77% |
| Chevron Corp. |
9.73%
11,163
|
$1,746,117,000 | 0.32% |
| Eli Lilly & Co |
4.88%
1,909
|
$1,728,371,000 | 0.32% |
| PayPal Holdings Inc |
1.31%
28,469
|
$1,652,057,000 | 0.30% |
| First Tr Morningstar Divid L |
47.41%
43,158
|
$1,636,994,000 | 0.30% |
| Caterpillar Inc. |
4.70%
4,822
|
$1,606,209,000 | 0.29% |
| Verizon Communications Inc |
0.03%
38,562
|
$1,590,297,000 | 0.29% |
| Truist Finl Corp |
21.80%
40,732
|
$1,582,419,000 | 0.29% |
| Intel Corp. |
9.47%
50,478
|
$1,563,316,000 | 0.29% |
| Oracle Corp. |
1.35%
10,702
|
$1,511,159,000 | 0.28% |
| NextEra Energy Inc |
63.03%
21,188
|
$1,500,323,000 | 0.27% |
| Coca-Cola Co |
28.84%
22,414
|
$1,426,652,000 | 0.26% |
| EBay Inc. |
7.51%
25,828
|
$1,387,497,000 | 0.25% |
| Brighthouse Financial, Inc. |
6.87%
31,931
|
$1,383,890,000 | 0.25% |
| Valero Energy Corp. |
2.24%
8,763
|
$1,373,688,000 | 0.25% |
| Olin Corp. |
5.94%
29,006
|
$1,367,655,000 | 0.25% |
| The Southern Co. |
10.56%
17,338
|
$1,344,874,000 | 0.25% |
| American Intl Group Inc |
0.69%
17,882
|
$1,327,577,000 | 0.24% |
| Vanguard Specialized Funds |
4.12%
7,154
|
$1,306,007,000 | 0.24% |
| Tesla Inc |
0.29%
6,555
|
$1,297,104,000 | 0.24% |
| Johnson & Johnson |
3.53%
8,864
|
$1,295,577,000 | 0.24% |
| Unitedhealth Group Inc |
17.69%
2,484
|
$1,265,176,000 | 0.23% |
| Berry Global Group Inc |
5.63%
21,101
|
$1,241,793,000 | 0.23% |
| Grainger W W Inc |
3.92%
1,373
|
$1,238,776,000 | 0.23% |
| Spdr S&p 500 Etf Tr |
No change
2,222
|
$1,209,257,000 | 0.22% |
| Textron Inc. |
2.52%
14,069
|
$1,207,978,000 | 0.22% |
| Molson Coors Beverage Company |
2.87%
22,568
|
$1,147,138,000 | 0.21% |
| Lowes Cos Inc |
0.02%
5,191
|
$1,144,381,000 | 0.21% |
| RTX Corp |
8.00%
11,168
|
$1,121,156,000 | 0.20% |
| Pgim Etf Tr |
Opened
21,500
|
$1,098,758,000 | 0.20% |
| Regions Financial Corp. |
0.28%
54,621
|
$1,094,604,000 | 0.20% |
| Super Micro Computer Inc |
4,814.81%
1,327
|
$1,087,278,000 | 0.20% |
| D.R. Horton Inc. |
0.71%
7,508
|
$1,058,103,000 | 0.19% |
| International Business Machs |
3.88%
6,071
|
$1,050,031,000 | 0.19% |
| Bank America Corp |
3.86%
26,445
|
$1,160,420,000 | 0.21% |
| Costco Whsl Corp New |
8.27%
1,178
|
$1,001,595,000 | 0.18% |
| Pepsico Inc |
1.85%
6,045
|
$997,002,000 | 0.18% |
| Innovator ETFs Trust |
No change
52,871
|
$975,470,000 | 0.18% |
| Marathon Oil Corporation |
7.50%
33,824
|
$969,740,000 | 0.18% |
| Merck & Co Inc |
22.86%
7,492
|
$927,510,000 | 0.17% |
| First Tr Exchange-traded Fd |
33.00%
69,580
|
$3,263,180,000 | 0.60% |
| Pfizer Inc. |
47.59%
31,002
|
$867,436,000 | 0.16% |
| Spdr Gold Tr |
1.63%
3,994
|
$858,750,000 | 0.16% |
| Tjx Cos Inc New |
1.20%
7,755
|
$853,806,000 | 0.16% |
| Bristol-Myers Squibb Co. |
24.82%
20,366
|
$845,817,000 | 0.15% |
| Astrazeneca plc |
24.04%
10,696
|
$834,166,000 | 0.15% |
| Equitable Holdings, Inc. |
13.82%
20,157
|
$823,612,000 | 0.15% |
| Skyworks Solutions, Inc. |
3.89%
7,716
|
$822,372,000 | 0.15% |
| Wynn Resorts Ltd. |
4.68%
8,872
|
$794,086,000 | 0.14% |
| Corning, Inc. |
0.02%
20,281
|
$787,927,000 | 0.14% |
| Lockheed Martin Corp. |
0.42%
1,641
|
$766,512,000 | 0.14% |
| Charles Schwab Corp. |
1.24%
10,391
|
$765,713,000 | 0.14% |
| Enbridge Inc |
10.58%
21,507
|
$765,435,000 | 0.14% |
| Clough Global Opportunities |
30.16%
142,188
|
$764,972,000 | 0.14% |
| Berkshire Hathaway Inc. |
12.81%
1,871
|
$761,123,000 | 0.14% |
| Nasdaq Inc |
32.68%
12,315
|
$742,102,000 | 0.14% |
| Genuine Parts Co. |
No change
5,342
|
$738,906,000 | 0.13% |
| Vanguard Intl Equity Index F |
10.44%
13,675
|
$1,101,708,000 | 0.20% |
| CVS Health Corp |
27.76%
11,610
|
$685,670,000 | 0.13% |
| Interpublic Group Cos Inc |
1.18%
23,370
|
$679,834,000 | 0.12% |
| Conocophillips |
2.31%
5,901
|
$674,984,000 | 0.12% |
| Cigna Group (The) |
33.63%
1,964
|
$649,240,000 | 0.12% |
| Travelers Companies Inc. |
2.77%
3,157
|
$641,884,000 | 0.12% |
| Visa Inc |
5.33%
2,352
|
$617,288,000 | 0.11% |
| American Express Co. |
4.95%
2,651
|
$613,840,000 | 0.11% |
| Jetblue Airways Corp |
Opened
100,000
|
$609,000,000 | 0.11% |
| Eaton Corp Plc |
4.76%
1,937
|
$607,500,000 | 0.11% |
| Schwab Strategic Tr |
0.91%
33,804
|
$2,383,591,000 | 0.43% |
| Comcast Corp New |
40.20%
14,471
|
$566,685,000 | 0.10% |
| Select Sector Spdr Tr |
0.71%
15,076
|
$1,599,411,000 | 0.29% |
| Centene Corp. |
1.89%
8,035
|
$532,721,000 | 0.10% |
| Accenture Plc Ireland |
1.88%
1,720
|
$521,866,000 | 0.10% |
| SouthState Corporation |
1.12%
6,809
|
$520,344,000 | 0.09% |
| General Motors Company |
1.82%
10,911
|
$506,926,000 | 0.09% |
| Target Corp |
15.38%
3,377
|
$499,957,000 | 0.09% |
| Colgate-Palmolive Co. |
0.14%
4,907
|
$476,176,000 | 0.09% |
| Abbott Labs |
11.87%
4,457
|
$463,127,000 | 0.08% |
| Advanced Micro Devices Inc. |
3.05%
2,842
|
$460,986,000 | 0.08% |
| Pacer Fds Tr |
156.06%
12,237
|
$551,178,000 | 0.10% |
| Ford Mtr Co Del |
12.63%
36,383
|
$456,243,000 | 0.08% |
| Thermo Fisher Scientific Inc. |
13.93%
818
|
$452,354,000 | 0.08% |
| Norfolk Southn Corp |
5.19%
2,107
|
$452,352,000 | 0.08% |
| Mastercard Incorporated |
8.19%
987
|
$435,425,000 | 0.08% |
| Blackrock Etf Trust |
9.33%
9,256
|
$434,477,000 | 0.08% |
| Mckesson Corporation |
4.69%
736
|
$429,854,000 | 0.08% |
| First Tr Exchng Traded Fd Vi |
20.38%
62,606
|
$1,761,750,000 | 0.32% |
| Adobe Inc |
6.36%
753
|
$418,322,000 | 0.08% |
| First Tr Exchange Traded Fd |
309.71%
9,366
|
$457,588,000 | 0.08% |
| Newmont Corp |
0.31%
9,768
|
$409,007,000 | 0.07% |
| Dominion Energy Inc |
3.92%
8,327
|
$408,023,000 | 0.07% |
| Intuit Inc |
4.95%
615
|
$404,185,000 | 0.07% |
| Disney Walt Co |
31.17%
3,962
|
$393,353,000 | 0.07% |
| BP plc |
13.39%
10,663
|
$384,923,000 | 0.07% |
| Northrop Grumman Corp. |
13.15%
869
|
$378,676,000 | 0.07% |
| Consolidated Edison, Inc. |
60.42%
4,166
|
$372,524,000 | 0.07% |
| Rockwell Automation Inc |
2.39%
1,346
|
$370,527,000 | 0.07% |
| Mcdonalds Corp |
8.80%
1,409
|
$359,122,000 | 0.07% |
| Sea Ltd |
No change
5,000
|
$357,100,000 | 0.07% |
| Booking Holdings Inc |
7.32%
88
|
$348,612,000 | 0.06% |
| Altria Group Inc. |
21.20%
7,571
|
$344,860,000 | 0.06% |
| Vanguard World Fd |
2.20%
3,712
|
$739,308,000 | 0.13% |
| Ishares Silver Tr |
No change
12,963
|
$344,427,000 | 0.06% |
| Vanguard Scottsdale Fds |
1.73%
13,888
|
$882,178,000 | 0.16% |
| Invesco Exch Trd Slf Idx Fd |
2.89%
49,477
|
$998,260,000 | 0.18% |
| Boston Scientific Corp. |
1.63%
4,424
|
$340,693,000 | 0.06% |
| PDD Holdings Inc |
No change
2,500
|
$332,375,000 | 0.06% |
| Energy Transfer L P |
No change
20,201
|
$327,661,000 | 0.06% |
| Deere & Co. |
3.86%
861
|
$321,696,000 | 0.06% |
| Wells Fargo Co New |
13.12%
5,362
|
$318,450,000 | 0.06% |
| Novo-nordisk A S |
4.12%
2,224
|
$317,454,000 | 0.06% |
| Philip Morris International Inc |
33.40%
3,099
|
$314,043,000 | 0.06% |
| Fidelity Wise Origin Bitcoin |
13.19%
5,851
|
$306,944,000 | 0.06% |
| Honeywell International Inc |
4.34%
1,433
|
$306,003,000 | 0.06% |
| Vanguard Wellington Fd |
No change
3,050
|
$305,214,000 | 0.06% |
| DocuSign Inc |
0.94%
5,692
|
$304,522,000 | 0.06% |
| Citigroup Inc |
5.81%
4,788
|
$303,847,000 | 0.06% |
| Volkswagen |
No change
25,000
|
$298,000,000 | 0.05% |
| Pioneer Natural Resources Co. |
Closed
1,100
|
$288,750,000 | |
| Blackstone Inc |
4.91%
2,329
|
$288,331,000 | 0.05% |
| ServiceNow Inc |
42.02%
365
|
$287,135,000 | 0.05% |
| Nucor Corp. |
15.49%
1,806
|
$285,493,000 | 0.05% |
| Allstate Corp (The) |
No change
1,739
|
$277,649,000 | 0.05% |
| Williams Cos Inc |
10.76%
6,477
|
$275,273,000 | 0.05% |
| Moodys Corp |
0.95%
640
|
$269,396,000 | 0.05% |
| AT&T, Inc. |
5.55%
14,083
|
$269,127,000 | 0.05% |
| GE Aerospace |
10.28%
1,685
|
$267,865,000 | 0.05% |
| Morgan Stanley |
0.87%
2,750
|
$267,273,000 | 0.05% |
| Rollins, Inc. |
No change
5,424
|
$264,637,000 | 0.05% |
| Baidu Inc |
No change
3,058
|
$264,456,000 | 0.05% |
| Kimberly-Clark Corp. |
41.60%
1,889
|
$261,060,000 | 0.05% |
| Freeport-McMoRan Inc |
21.36%
5,301
|
$257,629,000 | 0.05% |
| Hanover Ins. Grp, |
No change
2,049
|
$257,027,000 | 0.05% |
| Waste Mgmt Inc Del |
59.23%
1,199
|
$255,690,000 | 0.05% |
| General Dynamics Corp. |
No change
863
|
$250,391,000 | 0.05% |
| Oshkosh Corp |
Closed
2,000
|
$249,420,000 | |
| agilon health, inc. |
Opened
37,627
|
$246,081,000 | 0.04% |
| Fidelity Merrimack Str Tr |
3.82%
5,458
|
$245,226,000 | 0.04% |
| Enterprise Prods Partners L |
0.50%
8,440
|
$244,592,000 | 0.04% |
| T-Mobile US, Inc. |
13.04%
1,381
|
$243,305,000 | 0.04% |
| Spdr Dow Jones Indl Average |
4.66%
614
|
$240,154,000 | 0.04% |
| Marriott Intl Inc New |
1.69%
961
|
$232,341,000 | 0.04% |
| DuPont de Nemours Inc |
7.91%
2,865
|
$230,604,000 | 0.04% |
| Applied Matls Inc |
22.06%
974
|
$229,855,000 | 0.04% |
| G1 Therapeutics Inc |
No change
100,780
|
$229,779,000 | 0.04% |
| Danaher Corp. |
3.03%
917
|
$229,113,000 | 0.04% |
| Unilever plc |
4.66%
4,159
|
$228,704,000 | 0.04% |
| Yalla Group Ltd |
No change
50,000
|
$227,500,000 | 0.04% |
| Capital One Finl Corp |
309.30%
1,629
|
$225,536,000 | 0.04% |
| United Parcel Service, Inc. |
7.28%
1,642
|
$224,708,000 | 0.04% |
| Fedex Corp |
25.84%
746
|
$223,681,000 | 0.04% |
| Xcel Energy Inc. |
317.91%
4,129
|
$220,530,000 | 0.04% |
| Netflix Inc. |
75.43%
326
|
$220,011,000 | 0.04% |
| Taiwan Semiconductor Mfg Ltd |
35.22%
1,240
|
$215,525,000 | 0.04% |
| American Elec Pwr Co Inc |
24.25%
2,449
|
$214,876,000 | 0.04% |
| Us Bancorp Del |
2.96%
5,358
|
$212,713,000 | 0.04% |
| Fiserv, Inc. |
4.02%
1,424
|
$212,233,000 | 0.04% |
| Archer Daniels Midland Co. |
652.22%
3,385
|
$204,624,000 | 0.04% |
| Starbucks Corp. |
2.77%
2,593
|
$201,903,000 | 0.04% |
| Medtronic Plc |
1.93%
2,534
|
$199,452,000 | 0.04% |
| Marathon Digital Holdings In |
150.00%
10,000
|
$198,500,000 | 0.04% |
| Principal Financial Group In |
13.36%
2,494
|
$195,655,000 | 0.04% |
| Texas Instrs Inc |
9.48%
993
|
$193,169,000 | 0.04% |
| Reinsurance Grp Of America I |
4.27%
880
|
$180,638,000 | 0.03% |
| First Bancorp N C |
10.93%
5,652
|
$180,412,000 | 0.03% |
| Fidelity Comwlth Tr |
No change
2,510
|
$175,525,000 | 0.03% |
| American Tower Corp. |
17.65%
893
|
$173,582,000 | 0.03% |
| GSK Plc |
0.40%
4,503
|
$173,366,000 | 0.03% |
| Canopy Growth Corporation |
128.56%
26,668
|
$172,009,000 | 0.03% |
| Stryker Corp. |
3.92%
504
|
$171,486,000 | 0.03% |
| Meritage Homes Corp. |
No change
1,058
|
$171,238,000 | 0.03% |
| Nike, Inc. |
13.99%
2,265
|
$170,714,000 | 0.03% |
| Emerson Elec Co |
6.95%
1,539
|
$169,537,000 | 0.03% |
| Evergy Inc |
No change
3,164
|
$167,598,000 | 0.03% |
| Topgolf Callaway Brands Corp |
No change
10,843
|
$165,898,000 | 0.03% |
| Quanta Svcs Inc |
6.72%
651
|
$165,413,000 | 0.03% |
| Carrier Global Corporation |
3.71%
2,597
|
$163,819,000 | 0.03% |
| Lam Research Corp. |
21.24%
152
|
$161,858,000 | 0.03% |
| Asml Holding N V |
0.64%
157
|
$160,569,000 | 0.03% |
| Proshares Tr |
No change
1,646
|
$158,230,000 | 0.03% |
| Dimensional Etf Trust |
Opened
2,610
|
$156,809,000 | 0.03% |
| Ppg Inds Inc |
2.85%
1,229
|
$154,719,000 | 0.03% |
| Novartis AG |
5.24%
1,446
|
$153,942,000 | 0.03% |
| Oneok Inc. |
No change
1,885
|
$153,722,000 | 0.03% |
| Automatic Data Processing In |
23.37%
644
|
$153,717,000 | 0.03% |
| Horace Mann Educators Corp N |
No change
4,677
|
$152,564,000 | 0.03% |
| Paychex Inc. |
62.18%
1,252
|
$148,438,000 | 0.03% |
| Dow Inc |
5.33%
2,785
|
$147,740,000 | 0.03% |
| Cleveland-Cliffs Inc |
109.03%
9,586
|
$147,529,000 | 0.03% |
| Conagra Brands Inc |
1.57%
5,182
|
$147,273,000 | 0.03% |
| Spdr Index Shs Fds |
No change
5,407
|
$199,754,000 | 0.04% |
| Ameriprise Finl Inc |
619.15%
338
|
$144,391,000 | 0.03% |
| HP Inc |
201.72%
4,040
|
$141,481,000 | 0.03% |
| Blackrock Etf Trust Ii |
3.30%
2,665
|
$139,113,000 | 0.03% |
| Kroger Co. |
No change
2,765
|
$138,057,000 | 0.03% |
| CIENA Corp. |
90.23%
2,859
|
$137,747,000 | 0.03% |
| Discover Finl Svcs |
1.63%
1,028
|
$134,473,000 | 0.02% |
| Sensus Healthcare Inc |
Opened
25,000
|
$133,250,000 | 0.02% |
| Ark Etf Tr |
2.74%
2,998
|
$131,763,000 | 0.02% |
| Brunswick Corp. |
2.20%
1,766
|
$128,534,000 | 0.02% |
| Darling Ingredients Inc |
81.07%
3,485
|
$128,074,000 | 0.02% |
| Dexcom Inc |
1.08%
1,128
|
$127,893,000 | 0.02% |
| VanEck ETF Trust |
16.96%
6,459
|
$224,388,000 | 0.04% |
| Becton Dickinson & Co. |
15.41%
538
|
$125,736,000 | 0.02% |
| Trade Desk Inc |
2.44%
1,260
|
$123,065,000 | 0.02% |
| Vanguard Admiral Fds Inc |
0.30%
987
|
$219,905,000 | 0.04% |
| Blackrock Inc. |
20.97%
150
|
$118,098,000 | 0.02% |
| Agnico Eagle Mines Ltd |
No change
1,803
|
$117,917,000 | 0.02% |
| Henry Jack & Assoc Inc |
No change
708
|
$117,542,000 | 0.02% |
| MPLX LP |
No change
2,750
|
$117,123,000 | 0.02% |
| United Cmnty Bks Blairsvle G |
1.02%
4,569
|
$116,327,000 | 0.02% |
| DaVita Inc |
No change
837
|
$115,984,000 | 0.02% |
| Prudential Finl Inc |
16.65%
974
|
$114,144,000 | 0.02% |
| Micron Technology Inc. |
9.24%
863
|
$113,511,000 | 0.02% |
| Centerpoint Energy Inc. |
204.00%
3,651
|
$113,108,000 | 0.02% |
| Rio Tinto plc |
3.76%
1,711
|
$112,807,000 | 0.02% |
| Iron Mtn Inc Del |
24.00%
1,240
|
$111,129,000 | 0.02% |
| Mondelez International Inc. |
47.33%
1,688
|
$110,430,000 | 0.02% |
| General Mls Inc |
0.23%
1,722
|
$108,934,000 | 0.02% |
| Constellation Energy Corp |
15.67%
539
|
$107,946,000 | 0.02% |
| Spdr S&p Midcap 400 Etf Tr |
128.41%
201
|
$107,552,000 | 0.02% |
| Delta Air Lines, Inc. |
4.47%
2,221
|
$105,365,000 | 0.02% |
| Sprott Physical Silver Tr |
22.06%
10,600
|
$105,258,000 | 0.02% |
| Sonoco Prods Co |
319.59%
2,056
|
$104,281,000 | 0.02% |
| Airbnb, Inc. |
No change
674
|
$102,199,000 | 0.02% |
| Agilent Technologies Inc. |
88.89%
782
|
$101,371,000 | 0.02% |
| Schlumberger Ltd. |
62.76%
2,118
|
$99,928,000 | 0.02% |
| Weyerhaeuser Co Mtn Be |
184.00%
3,496
|
$99,252,000 | 0.02% |
| Capital Group Dividend Value |
No change
3,000
|
$99,000,000 | 0.02% |
| Brinks Co |
83.66%
944
|
$96,666,000 | 0.02% |
| Biogen Inc |
25.62%
407
|
$94,351,000 | 0.02% |
| Trane Technologies plc |
No change
284
|
$93,417,000 | 0.02% |
| Gilead Sciences, Inc. |
2.58%
1,354
|
$92,898,000 | 0.02% |
| 3M Co. |
3.71%
908
|
$92,789,000 | 0.02% |
| Palo Alto Networks Inc |
1.87%
272
|
$92,211,000 | 0.02% |
| Goldman Sachs Etf Tr |
No change
920
|
$92,074,000 | 0.02% |
| Analog Devices Inc. |
11.33%
403
|
$91,989,000 | 0.02% |
| Yum Brands Inc. |
165.13%
692
|
$91,663,000 | 0.02% |
| Amalgamated Financial Corp |
1.31%
3,338
|
$91,462,000 | 0.02% |
| Otis Worldwide Corporation |
5.61%
942
|
$90,677,000 | 0.02% |
| Ge Healthcare Technologies I |
No change
1,157
|
$90,154,000 | 0.02% |
| Pimco Equity Ser |
12.68%
2,976
|
$90,073,000 | 0.02% |
| Sprouts Fmrs Mkt Inc |
No change
1,062
|
$88,847,000 | 0.02% |
| Brookfield Renewable Corporation |
No change
3,100
|
$87,978,000 | 0.02% |
| Fidelity Natl Information Sv |
No change
1,161
|
$87,493,000 | 0.02% |
| Shell Plc |
56.99%
1,201
|
$86,689,000 | 0.02% |
| Apogee Enterprises Inc. |
84.22%
1,378
|
$86,587,000 | 0.02% |
| Roper Technologies Inc |
29.66%
153
|
$86,240,000 | 0.02% |
| Amphenol Corp. |
104.50%
1,272
|
$85,695,000 | 0.02% |
| Ge Vernova Inc |
Opened
475
|
$81,468,000 | 0.01% |
| Southern First Bancshares Inc |
No change
2,780
|
$81,288,000 | 0.01% |
| American Wtr Wks Co Inc New |
2.11%
629
|
$81,242,000 | 0.01% |
| EA Series Trust |
9.83%
5,001
|
$168,825,000 | 0.03% |
| Kenvue Inc |
42.92%
4,369
|
$79,429,000 | 0.01% |
| Linde Plc. |
13.13%
181
|
$79,425,000 | 0.01% |
| Toronto Dominion Bk Ont |
16.84%
1,443
|
$79,308,000 | 0.01% |
| Kraft Heinz Co |
15.81%
2,413
|
$77,747,000 | 0.01% |
| Corteva Inc |
11.36%
1,431
|
$77,189,000 | 0.01% |
| Cardinal Health, Inc. |
No change
783
|
$76,985,000 | 0.01% |
| Wendys Co |
No change
4,510
|
$76,490,000 | 0.01% |
| Park Hotels & Resorts Inc |
No change
5,076
|
$76,039,000 | 0.01% |
| Unum Group |
0.07%
1,458
|
$74,504,000 | 0.01% |
| Cummins Inc. |
No change
263
|
$72,833,000 | 0.01% |
| Microchip Technology, Inc. |
42.94%
779
|
$71,256,000 | 0.01% |
| Cheniere Energy Partners LP |
No change
1,450
|
$71,210,000 | 0.01% |
| Expeditors Intl Wash Inc |
60.80%
568
|
$70,881,000 | 0.01% |
| Hershey Company |
84.06%
379
|
$69,666,000 | 0.01% |
| Enova International Inc. |
No change
1,111
|
$69,160,000 | 0.01% |
| Eog Res Inc |
30.63%
548
|
$68,977,000 | 0.01% |
| Metlife Inc |
7.37%
976
|
$68,506,000 | 0.01% |
| HCA Healthcare Inc |
22.94%
209
|
$67,148,000 | 0.01% |
| Vistra Corp |
No change
774
|
$66,549,000 | 0.01% |
| Scansource, Inc. |
No change
1,500
|
$66,465,000 | 0.01% |
| Microstrategy Inc. |
4.00%
48
|
$66,445,000 | 0.01% |
| Progressive Corp. |
10.42%
318
|
$66,052,000 | 0.01% |
| Simmons 1st Natl Corp |
24.25%
3,749
|
$65,908,000 | 0.01% |
| Loews Corp. |
No change
880
|
$65,772,000 | 0.01% |
| Vertex Pharmaceuticals, Inc. |
12.90%
140
|
$65,621,000 | 0.01% |
| S&P Global Inc |
38.10%
145
|
$64,670,000 | 0.01% |
| Best Buy Co. Inc. |
3.57%
754
|
$63,555,000 | 0.01% |
| Sysco Corp. |
18.36%
883
|
$63,038,000 | 0.01% |
| International Paper Co. |
7.38%
1,455
|
$62,784,000 | 0.01% |
| Coinbase Global Inc |
No change
282
|
$62,669,000 | 0.01% |
| Insulet Corporation |
No change
310
|
$62,622,000 | 0.01% |
| Fastenal Co. |
134.12%
995
|
$62,526,000 | 0.01% |
| Ecolab, Inc. |
7.44%
260
|
$61,880,000 | 0.01% |
| Public Storage Oper Co |
448.72%
214
|
$61,558,000 | 0.01% |
| Ingredion Inc |
4.49%
535
|
$61,365,000 | 0.01% |
| nVent Electric plc |
19.37%
795
|
$60,905,000 | 0.01% |
| EA Series Trust |
Opened
2,869
|
$82,585,000 | 0.02% |
| Union Pac Corp |
44.86%
268
|
$60,565,000 | 0.01% |
| Ishares Tr |
Closed
1,516
|
$70,195,000 | |
| BondBloxx ETF Trust |
No change
1,212
|
$60,025,000 | 0.01% |
| Comerica, Inc. |
No change
1,171
|
$59,768,000 | 0.01% |
| Spdr Ser Tr |
Opened
825
|
$59,450,000 | 0.01% |
| Medpace Holdings Inc |
No change
144
|
$59,307,000 | 0.01% |
| Ishares Tr |
Opened
1,584
|
$84,467,000 | 0.02% |
| Crowdstrike Holdings Inc |
14.39%
151
|
$57,862,000 | 0.01% |
| Corcept Therapeutics Inc |
No change
1,771
|
$57,540,000 | 0.01% |
| Lincoln Elec Hldgs Inc |
60.00%
304
|
$57,347,000 | 0.01% |
| Ferrari N.V. |
No change
140
|
$57,172,000 | 0.01% |
| Phillips 66 |
3.32%
404
|
$57,075,000 | 0.01% |
| Kinder Morgan Inc |
4.80%
2,859
|
$56,809,000 | 0.01% |
| Fabrinet |
No change
232
|
$56,792,000 | 0.01% |
| J P Morgan Exchange Traded F |
Opened
1,636
|
$84,038,000 | 0.02% |
| First Tr Exchng Traded Fd Vi |
Opened
3,850
|
$109,243,000 | 0.02% |
| Exelon Corp. |
15.71%
1,620
|
$56,069,000 | 0.01% |
| Science Applications Intl Co |
No change
473
|
$55,602,000 | 0.01% |
| Applovin Corp |
88.52%
667
|
$55,508,000 | 0.01% |
| CBRE Group Inc |
13.09%
622
|
$55,427,000 | 0.01% |
| Sap SE |
48.09%
271
|
$54,664,000 | 0.01% |
| Lyft Inc |
183.82%
3,860
|
$54,426,000 | 0.01% |
| Clorox Co. |
5.01%
398
|
$54,316,000 | 0.01% |
| Bhp Group Ltd |
57.60%
944
|
$53,901,000 | 0.01% |
| e.l.f. Beauty Inc |
No change
255
|
$53,734,000 | 0.01% |
| Spdr Index Shs Fds |
Closed
1,525
|
$53,604,000 | |
| Alpha Metallurgical Resour I |
No change
190
|
$53,301,000 | 0.01% |
| Pulte Group Inc |
17.41%
484
|
$53,289,000 | 0.01% |
| Raymond James Finl Inc |
No change
429
|
$53,029,000 | 0.01% |
| PetIQ Inc |
8.90%
2,385
|
$52,614,000 | 0.01% |
| Merchants Bancorp Ind |
No change
1,271
|
$51,527,000 | 0.01% |
| Indexiq Etf Tr |
Closed
1,370
|
$51,103,000 | |
| MercadoLibre Inc |
10.71%
31
|
$50,946,000 | 0.01% |
| Lamb Weston Holdings Inc |
3.95%
605
|
$50,869,000 | 0.01% |
| Royce Small Cap Trust Inc. |
Opened
3,496
|
$50,588,000 | 0.01% |
| First Tr Value Line Divid In |
No change
1,240
|
$50,530,000 | 0.01% |
| Vanguard Bd Index Fds |
11.07%
2,089
|
$154,020,000 | 0.03% |
| Emcor Group, Inc. |
15.34%
138
|
$50,259,000 | 0.01% |
| Global Net Lease, Inc. |
Opened
6,789
|
$49,900,000 | 0.01% |
| Public Svc Enterprise Grp In |
No change
672
|
$49,527,000 | 0.01% |
| Capital Group Growth Etf |
No change
1,500
|
$49,335,000 | 0.01% |
| Spotify Technology S.A. |
25.60%
157
|
$49,266,000 | 0.01% |
| Alliance Resource Partners L |
No change
2,000
|
$48,920,000 | 0.01% |
| Star Bulk Carriers Corp |
No change
2,000
|
$48,760,000 | 0.01% |
| Zoetis Inc |
11.39%
280
|
$48,563,000 | 0.01% |
| Lincoln Natl Corp Ind |
Closed
1,518
|
$48,470,000 | |
| Tenet Healthcare Corp. |
23.55%
357
|
$47,492,000 | 0.01% |
| Eastman Chem Co |
No change
480
|
$47,026,000 | 0.01% |
| Norwegian Cruise Line Hldg L |
Opened
2,497
|
$46,919,000 | 0.01% |
| Hartford Finl Svcs Group Inc |
No change
465
|
$46,752,000 | 0.01% |
| Vanguard Malvern Fds |
No change
962
|
$46,696,000 | 0.01% |
| Axos Financial Inc. |
No change
815
|
$46,578,000 | 0.01% |
| Nxp Semiconductors N V |
31.78%
170
|
$45,746,000 | 0.01% |
| Canadian Natl Ry Co |
No change
384
|
$45,362,000 | 0.01% |
| Listed Fd Tr |
0.21%
1,893
|
$58,263,000 | 0.01% |
| HNI Corp. |
No change
1,004
|
$45,201,000 | 0.01% |
| Welltower Inc. |
173.25%
429
|
$44,724,000 | 0.01% |
| Synopsys, Inc. |
11.94%
75
|
$44,630,000 | 0.01% |
| Applied Indl Technologies In |
No change
230
|
$44,620,000 | 0.01% |
| Vontier Corporation |
No change
1,168
|
$44,618,000 | 0.01% |
| Williams-Sonoma, Inc. |
8.72%
157
|
$44,333,000 | 0.01% |
| Parker-Hannifin Corp. |
29.85%
87
|
$44,006,000 | 0.01% |
| Wiley John & Sons Inc |
Opened
1,072
|
$43,631,000 | 0.01% |
| Nordstrom, Inc. |
Opened
2,056
|
$43,629,000 | 0.01% |
| Air Prods & Chems Inc |
53.83%
169
|
$43,611,000 | 0.01% |
| Dollar Gen Corp New |
5.19%
329
|
$43,504,000 | 0.01% |
| Rivian Automotive, Inc. |
28.83%
3,240
|
$43,481,000 | 0.01% |
| Northern Oil & Gas Inc |
No change
1,166
|
$43,341,000 | 0.01% |
| Prestige Consmr Healthcare I |
No change
629
|
$43,307,000 | 0.01% |
| Chart Inds Inc |
No change
300
|
$43,302,000 | 0.01% |
| TriNet Group Inc |
Closed
325
|
$43,060,000 | |
| Xylem Inc |
No change
317
|
$42,995,000 | 0.01% |
| Cognizant Technology Solutio |
29.61%
626
|
$42,568,000 | 0.01% |
| Manpowergroup Inc Wis |
No change
609
|
$42,509,000 | 0.01% |
| Allison Transmission Hldgs I |
No change
557
|
$42,277,000 | 0.01% |
| Steelcase, Inc. |
0.34%
3,262
|
$42,276,000 | 0.01% |
| Patrick Inds Inc |
No change
388
|
$42,118,000 | 0.01% |
| CyberArk Software Ltd |
No change
154
|
$42,107,000 | 0.01% |
| Voya Financial Inc |
No change
585
|
$41,623,000 | 0.01% |
| Autonation Inc. |
No change
261
|
$41,599,000 | 0.01% |
| Deckers Outdoor Corp. |
No change
43
|
$41,299,000 | 0.01% |
| Oreilly Automotive Inc |
178.57%
39
|
$41,187,000 | 0.01% |
| Vanguard Star Fds |
48.72%
682
|
$41,125,000 | 0.01% |
| Host Hotels & Resorts Inc |
14.95%
2,283
|
$41,049,000 | 0.01% |
| Illinois Tool Wks Inc |
1.17%
173
|
$40,995,000 | 0.01% |
| Lantheus Holdings Inc |
23.31%
510
|
$40,948,000 | 0.01% |
| Reliance Inc. |
No change
143
|
$40,841,000 | 0.01% |
| Exelixis Inc |
No change
1,811
|
$40,701,000 | 0.01% |
| Hilton Worldwide Holdings Inc |
500.00%
186
|
$40,586,000 | 0.01% |
| Church & Dwight Co., Inc. |
3.95%
389
|
$40,332,000 | 0.01% |
| Stonex Group Inc |
No change
529
|
$39,839,000 | 0.01% |
| Dave & Busters Entmt Inc |
Opened
1,000
|
$39,810,000 | 0.01% |
| Chord Energy Corporation |
No change
236
|
$39,573,000 | 0.01% |
| Skechers U S A, Inc. |
No change
566
|
$39,122,000 | 0.01% |
| Customers Bancorp Inc |
No change
815
|
$39,104,000 | 0.01% |
| Boise Cascade Co |
No change
325
|
$38,747,000 | 0.01% |
| Paycom Software Inc |
770.97%
270
|
$38,621,000 | 0.01% |
| Commerce Bancshares, Inc. |
10.19%
692
|
$38,600,000 | 0.01% |
| Apollo Tactical Income Fd In |
No change
2,635
|
$38,577,000 | 0.01% |
| United Therapeutics Corp |
No change
121
|
$38,545,000 | 0.01% |
| Verint Sys Inc |
No change
1,188
|
$38,254,000 | 0.01% |
| Ingersoll Rand Inc. |
No change
420
|
$38,153,000 | 0.01% |
| Terex Corp. |
No change
695
|
$38,114,000 | 0.01% |
| Thomson-Reuters Corp |
No change
226
|
$38,097,000 | 0.01% |
| Xenia Hotels & Resorts Inc |
Opened
2,621
|
$37,559,000 | 0.01% |
| Teekay Corp |
Opened
4,133
|
$37,074,000 | 0.01% |
| Vici Pptys Inc |
238.56%
1,273
|
$36,459,000 | 0.01% |
| Everest Group Ltd |
No change
94
|
$35,816,000 | 0.01% |
| Franco Nev Corp |
No change
302
|
$35,794,000 | 0.01% |
| Toll Brothers Inc. |
23.60%
309
|
$35,591,000 | 0.01% |
| WEC Energy Group Inc |
9.71%
452
|
$35,464,000 | 0.01% |
| Marsh & McLennan Cos., Inc. |
97.65%
168
|
$35,401,000 | 0.01% |
| Cencora Inc. |
3.29%
157
|
$35,373,000 | 0.01% |
| Builders Firstsource Inc |
No change
255
|
$35,295,000 | 0.01% |
| Zimmer Biomet Holdings Inc |
44.64%
324
|
$35,164,000 | 0.01% |
| CubeSmart |
5.94%
776
|
$35,052,000 | 0.01% |
| WEX Inc |
8.84%
197
|
$34,897,000 | 0.01% |
| OneMain Holdings Inc |
No change
713
|
$34,574,000 | 0.01% |
| Bank New York Mellon Corp |
73.38%
572
|
$34,258,000 | 0.01% |
| Prologis Inc |
No change
300
|
$33,693,000 | 0.01% |
| Republic Svcs Inc |
12.18%
173
|
$33,621,000 | 0.01% |
| Elevance Health Inc |
47.62%
62
|
$33,596,000 | 0.01% |
| HDFC Bank Ltd. |
No change
520
|
$33,452,000 | 0.01% |
| TotalEnergies SE |
88.35%
501
|
$33,407,000 | 0.01% |
| DigitalOcean Holdings, Inc. |
No change
952
|
$33,082,000 | 0.01% |
| Dynatrace Inc |
No change
739
|
$33,063,000 | 0.01% |
| Helmerich & Payne, Inc. |
No change
912
|
$32,960,000 | 0.01% |
| Bank Ozk Little Rock Ark |
Opened
802
|
$32,882,000 | 0.01% |
| Avery Dennison Corp. |
No change
150
|
$32,798,000 | 0.01% |
| Bain Cap Specialty Fin Inc |
No change
2,000
|
$32,620,000 | 0.01% |
| Vanguard Tax-managed Fds |
Opened
659
|
$32,568,000 | 0.01% |
| Sherwin-Williams Co. |
505.56%
109
|
$32,529,000 | 0.01% |
| Berkley W R Corp |
0.24%
412
|
$32,349,000 | 0.01% |
| Ferguson Plc New |
No change
167
|
$32,340,000 | 0.01% |
| Equity Comwlth |
No change
1,666
|
$32,321,000 | 0.01% |
| ITT Inc |
77.30%
250
|
$32,295,000 | 0.01% |
| Copart, Inc. |
217.02%
596
|
$32,280,000 | 0.01% |
| Reddit Inc |
Opened
500
|
$31,945,000 | 0.01% |
| ExlService Holdings Inc |
No change
1,012
|
$31,737,000 | 0.01% |
| Knight-swift Transn Hldgs In |
24.31%
635
|
$31,700,000 | 0.01% |
| Nu Hldgs Ltd |
No change
2,456
|
$31,658,000 | 0.01% |
| Leggett & Platt, Inc. |
Closed
1,650
|
$31,598,000 | |
| Uber Technologies Inc |
No change
430
|
$31,253,000 | 0.01% |
| New York Cmnty Bancorp Inc |
Closed
9,673
|
$31,148,000 | |
| Cadence Design System Inc |
2.02%
101
|
$31,083,000 | 0.01% |
| NextEra Energy Partners LP |
24.97%
1,118
|
$30,902,000 | 0.01% |
| Sprott Physical Gold & Silve |
No change
1,384
|
$30,518,000 | 0.01% |
| Spire Inc. |
No change
500
|
$30,365,000 | 0.01% |
| Byrna Technologies Inc |
No change
3,000
|
$29,940,000 | 0.01% |
| Allete, Inc. |
Opened
469
|
$29,243,000 | 0.01% |
| Haleon Plc |
7.63%
3,526
|
$29,125,000 | 0.01% |
| Edison Intl |
No change
405
|
$29,084,000 | 0.01% |
| Vanguard Charlotte Fds |
12.68%
592
|
$28,813,000 | 0.01% |
| Tandem Diabetes Care Inc |
16.34%
712
|
$28,679,000 | 0.01% |
| Walgreens Boots Alliance Inc |
10.28%
2,349
|
$28,412,000 | 0.01% |
| Dover Corp. |
No change
157
|
$28,331,000 | 0.01% |
| Chubb Limited |
33.73%
111
|
$28,314,000 | 0.01% |
| One Liberty Pptys Inc |
No change
1,197
|
$28,106,000 | 0.01% |
| Etf Ser Solutions |
No change
1,279
|
$55,233,000 | 0.01% |
| Firstenergy Corp. |
9.80%
728
|
$27,861,000 | 0.01% |
| Gevo Inc |
No change
50,000
|
$27,860,000 | 0.01% |
| Sanofi |
49.35%
572
|
$27,754,000 | 0.01% |
| DraftKings Inc. |
458.46%
726
|
$27,712,000 | 0.01% |
| Sony Group Corp |
29.03%
320
|
$27,184,000 | 0.00% |
| Dimensional Etf Trust |
0.44%
688
|
$27,037,000 | 0.00% |
| VanEck ETF Trust |
Opened
402
|
$26,898,000 | 0.00% |
| Carriage Svcs Inc |
No change
1,000
|
$26,840,000 | 0.00% |
| Gartner, Inc. |
40.48%
59
|
$26,495,000 | 0.00% |
| Crown Castle Inc |
13.50%
269
|
$26,282,000 | 0.00% |
| Zions Bancorporation N.A |
No change
600
|
$26,022,000 | 0.00% |
| No transactions found in first 500 rows out of 1110 | |||
| Showing first 500 out of 1110 holdings | |||
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