Catalyst Capital Advisors as of March 31, 2025
Portfolio Holdings for Catalyst Capital Advisors
Catalyst Capital Advisors holds 422 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p Mcp Etf (IJH) | 10.7 | $521M | 8.9M | 58.35 | |
| Ishares Tr Rus 1000 Etf (IWB) | 10.6 | $520M | 1.7M | 306.74 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 7.2 | $352M | 3.8M | 93.66 | |
| Ishares Tr Russell 2000 Etf (IWM) | 7.2 | $349M | 1.8M | 199.49 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 7.1 | $344M | 7.6M | 45.26 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.1 | $298M | 533k | 559.39 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 5.4 | $264M | 2.5M | 104.57 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $136M | 264k | 513.91 | |
| Ishares Tr Msci India Etf (INDA) | 2.6 | $128M | 2.5M | 51.48 | |
| Vanguard Index Fds Large Cap Etf (VV) | 2.4 | $117M | 455k | 257.03 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.2 | $110M | 3.3M | 32.99 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 2.2 | $109M | 1.2M | 90.54 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 2.1 | $105M | 404k | 258.62 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.7 | $81M | 365k | 221.75 | |
| Ishares Tr Msci Uk Etf New (EWU) | 1.4 | $66M | 1.8M | 37.47 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.3 | $66M | 775k | 85.07 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 1.3 | $65M | 1.6M | 39.69 | |
| Ishares Msci Jpn Etf New (EWJ) | 1.2 | $59M | 866k | 68.56 | |
| Ishares Msci Taiwan Etf (EWT) | 1.2 | $58M | 1.2M | 47.48 | |
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.0 | $51M | 2.0M | 25.89 | |
| Dimensional Etf Trust Intl Core Equity (DFIC) | 1.0 | $48M | 1.7M | 27.77 | |
| Cheniere Energy Com New (LNG) | 0.9 | $43M | 187k | 231.40 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $42M | 244k | 170.89 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.8 | $39M | 2.1M | 18.59 | |
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.8 | $38M | 1.1M | 33.14 | |
| Oneok (OKE) | 0.7 | $37M | 367k | 99.22 | |
| Nextdecade Corp (NEXT) | 0.7 | $36M | 4.6M | 7.78 | |
| Targa Res Corp (TRGP) | 0.7 | $33M | 163k | 200.47 | |
| Ishares Msci Switzerland (EWL) | 0.5 | $23M | 447k | 51.79 | |
| Kinder Morgan (KMI) | 0.5 | $22M | 779k | 28.53 | |
| Ishares Msci Brazil Etf (EWZ) | 0.4 | $22M | 833k | 25.85 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 0.4 | $21M | 489k | 43.71 | |
| Ishares Msci Mexico Etf (EWW) | 0.4 | $21M | 412k | 50.96 | |
| Ishares Msci Cda Etf (EWC) | 0.4 | $21M | 503k | 40.75 | |
| Ishares Msci Aust Etf (EWA) | 0.4 | $20M | 837k | 23.44 | |
| Williams Companies (WMB) | 0.4 | $19M | 323k | 59.76 | |
| Enterprise Products Partners (EPD) | 0.4 | $19M | 556k | 34.14 | |
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.4 | $19M | 886k | 21.36 | |
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.4 | $19M | 461k | 40.96 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.4 | $19M | 350k | 53.52 | |
| Enbridge (ENB) | 0.4 | $18M | 407k | 44.31 | |
| Tc Energy Corp (TRP) | 0.4 | $18M | 379k | 47.21 | |
| Pembina Pipeline Corp (PBA) | 0.4 | $18M | 445k | 40.03 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.3 | $15M | 375k | 41.13 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.3 | $15M | 711k | 20.70 | |
| Venture Global Com Cl A (VG) | 0.3 | $14M | 1.4M | 10.30 | |
| Kinetik Holdings Com New Cl A (KNTK) | 0.3 | $14M | 271k | 51.94 | |
| Dt Midstream Common Stock (DTM) | 0.3 | $14M | 144k | 96.48 | |
| Ishares Msci Singpor Etf (EWS) | 0.3 | $13M | 546k | 23.76 | |
| Ishares Msci Hong Kg Etf (EWH) | 0.3 | $13M | 736k | 17.51 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $12M | 125k | 98.92 | |
| Ishares Msci Spain Etf (EWP) | 0.2 | $10M | 269k | 38.06 | |
| Ishares Msci France Etf (EWQ) | 0.2 | $9.8M | 247k | 39.80 | |
| Hess Midstream Cl A Shs (HESM) | 0.2 | $8.8M | 208k | 42.29 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $7.6M | 108k | 70.21 | |
| New Fortress Energy Com Cl A (NFE) | 0.2 | $7.5M | 909k | 8.31 | |
| Two Harbors Inventment Corpo Note 6.250% 1/1 | 0.1 | $7.2M | 7.2M | 0.99 | |
| Ishares Msci Sth Afr Etf (EZA) | 0.1 | $7.0M | 145k | 48.13 | |
| Microsoft Corporation (MSFT) | 0.1 | $6.5M | 17k | 375.39 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $6.4M | 81k | 78.94 | |
| Amazon (AMZN) | 0.1 | $6.2M | 33k | 190.26 | |
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $5.9M | 119k | 49.73 | |
| South Bow Corp (SOBO) | 0.1 | $5.7M | 225k | 25.52 | |
| Meta Platforms Cl A (META) | 0.1 | $5.7M | 9.9k | 576.36 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $5.6M | 107k | 52.37 | |
| Ishares Msci Mly Etf New (EWM) | 0.1 | $5.5M | 240k | 23.08 | |
| Apple (AAPL) | 0.1 | $5.4M | 24k | 222.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $5.4M | 35k | 154.64 | |
| Apollo Global Mgmt (APO) | 0.1 | $5.3M | 39k | 136.94 | |
| Costco Wholesale Corporation (COST) | 0.1 | $4.9M | 5.2k | 945.78 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $4.9M | 29k | 166.00 | |
| Motorola Solutions Com New (MSI) | 0.1 | $4.8M | 11k | 437.81 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $4.8M | 43k | 111.48 | |
| Brown & Brown (BRO) | 0.1 | $4.7M | 38k | 124.40 | |
| American Express Company (AXP) | 0.1 | $4.5M | 17k | 269.05 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $4.3M | 3.1k | 1383.29 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $4.2M | 69k | 61.89 | |
| Amphenol Corp Cl A (APH) | 0.1 | $4.0M | 61k | 65.59 | |
| Flex Ord (FLEX) | 0.1 | $3.7M | 113k | 33.08 | |
| Sanofi Sponsored Adr (SNY) | 0.1 | $3.7M | 67k | 55.46 | |
| Cisco Systems (CSCO) | 0.1 | $3.7M | 60k | 61.71 | |
| Ishares Msci Turkey Etf (TUR) | 0.1 | $3.6M | 109k | 32.82 | |
| Ishares Msci Thailnd Etf (THD) | 0.1 | $3.6M | 69k | 51.96 | |
| F5 Networks (FFIV) | 0.1 | $3.5M | 13k | 266.27 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $3.5M | 61k | 57.43 | |
| Blackrock (BLK) | 0.1 | $3.2M | 3.4k | 946.48 | |
| Cardinal Health (CAH) | 0.1 | $3.2M | 23k | 137.77 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $3.1M | 6.7k | 468.92 | |
| Cummins (CMI) | 0.1 | $3.1M | 10k | 313.44 | |
| Sea Sponsord Ads (SE) | 0.1 | $3.0M | 23k | 130.49 | |
| NVIDIA Corporation (NVDA) | 0.1 | $3.0M | 28k | 108.38 | |
| Ralph Lauren Corp Cl A (RL) | 0.1 | $3.0M | 14k | 220.74 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $2.9M | 8.2k | 352.58 | |
| New Mtn Fin Corp Note 7.500%10/1 | 0.1 | $2.9M | 2.8M | 1.01 | |
| Us Foods Hldg Corp call (USFD) | 0.1 | $2.7M | 41k | 65.46 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $2.7M | 16k | 169.20 | |
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $2.7M | 181k | 14.87 | |
| Pennymac Corp Note 5.500% 3/1 | 0.1 | $2.7M | 2.7M | 0.99 | |
| Chevron Corporation (CVX) | 0.1 | $2.7M | 16k | 167.29 | |
| Corebridge Finl (CRBG) | 0.1 | $2.7M | 84k | 31.57 | |
| Medtronic SHS (MDT) | 0.1 | $2.6M | 29k | 89.86 | |
| Corning Incorporated (GLW) | 0.1 | $2.6M | 58k | 45.78 | |
| National Fuel Gas (NFG) | 0.1 | $2.5M | 32k | 79.19 | |
| Verisign (VRSN) | 0.0 | $2.4M | 9.6k | 253.87 | |
| Arbor Realty Trust Note 7.500% 8/0 | 0.0 | $2.3M | 2.3M | 1.00 | |
| At&t (T) | 0.0 | $2.3M | 81k | 28.28 | |
| Johnson & Johnson (JNJ) | 0.0 | $2.3M | 14k | 165.84 | |
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $2.2M | 19k | 114.22 | |
| Duolingo Cl A Com (DUOL) | 0.0 | $2.2M | 6.9k | 310.54 | |
| Tetra Tech (TTEK) | 0.0 | $2.1M | 73k | 29.25 | |
| Wal-Mart Stores (WMT) | 0.0 | $2.1M | 24k | 87.79 | |
| Ventas (VTR) | 0.0 | $2.1M | 31k | 68.76 | |
| Shopify Cl A (SHOP) | 0.0 | $2.0M | 21k | 95.48 | |
| Expedia Group Com New (EXPE) | 0.0 | $1.9M | 12k | 168.10 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $1.9M | 22k | 83.53 | |
| Honeywell International (HON) | 0.0 | $1.8M | 8.7k | 211.75 | |
| Bunge Global Sa Com Shs (BG) | 0.0 | $1.8M | 23k | 76.42 | |
| Unilever Spon Adr New | 0.0 | $1.7M | 29k | 59.55 | |
| Atlassian Corporation Cl A (TEAM) | 0.0 | $1.7M | 8.0k | 212.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $1.6M | 11k | 156.23 | |
| Reddit Cl A (RDDT) | 0.0 | $1.6M | 16k | 104.90 | |
| Mosaic (MOS) | 0.0 | $1.6M | 59k | 27.01 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $1.6M | 2.8k | 548.12 | |
| MDU Resources (MDU) | 0.0 | $1.5M | 89k | 16.91 | |
| Spdr S&p 500 Etf Tr Call Call Option | 0.0 | $1.4M | 341.00 | 4200.00 | |
| AutoZone (AZO) | 0.0 | $1.4M | 370.00 | 3812.80 | |
| Mueller Industries (MLI) | 0.0 | $1.4M | 18k | 76.14 | |
| Capital Southwest Corp Note 5.125%11/1 | 0.0 | $1.4M | 1.4M | 0.98 | |
| Broadridge Financial Solutions (BR) | 0.0 | $1.3M | 5.4k | 242.46 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 0.0 | $1.3M | 160k | 8.06 | |
| Home Depot (HD) | 0.0 | $1.3M | 3.5k | 366.49 | |
| Applied Materials (AMAT) | 0.0 | $1.3M | 8.6k | 145.12 | |
| Groupon Com New (GRPN) | 0.0 | $1.2M | 63k | 18.77 | |
| UnitedHealth (UNH) | 0.0 | $1.2M | 2.2k | 523.75 | |
| Waste Management (WM) | 0.0 | $1.1M | 5.0k | 231.51 | |
| Micron Technology (MU) | 0.0 | $1.1M | 13k | 86.89 | |
| Walt Disney Company (DIS) | 0.0 | $1.1M | 12k | 98.70 | |
| Marriott Intl Cl A (MAR) | 0.0 | $1.1M | 4.7k | 238.20 | |
| Hca Holdings (HCA) | 0.0 | $1.1M | 3.2k | 345.55 | |
| Wisdomtree Note 5.750% 8/1 | 0.0 | $1.1M | 935k | 1.16 | |
| W.W. Grainger (GWW) | 0.0 | $1.1M | 1.1k | 987.83 | |
| Trinity Cap (TRIN) | 0.0 | $1.1M | 70k | 15.16 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $1.1M | 28k | 37.86 | |
| Vici Pptys (VICI) | 0.0 | $1.0M | 32k | 32.62 | |
| Broadcom (AVGO) | 0.0 | $1.0M | 6.1k | 167.43 | |
| Lennox International (LII) | 0.0 | $1.0M | 1.8k | 560.83 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $980k | 33k | 29.69 | |
| Cme (CME) | 0.0 | $972k | 3.7k | 265.29 | |
| Penske Automotive (PAG) | 0.0 | $970k | 6.7k | 143.98 | |
| Darden Restaurants (DRI) | 0.0 | $942k | 4.5k | 207.76 | |
| Arista Networks Com Shs (ANET) | 0.0 | $917k | 12k | 77.48 | |
| Visa Com Cl A (V) | 0.0 | $897k | 2.6k | 350.46 | |
| PriceSmart (PSMT) | 0.0 | $884k | 10k | 87.85 | |
| Cadence Design Systems (CDNS) | 0.0 | $872k | 3.4k | 254.33 | |
| Compass Diversified Sh Ben Int (CODI) | 0.0 | $846k | 45k | 18.67 | |
| Everus Constr Group (ECG) | 0.0 | $842k | 23k | 37.09 | |
| Fidelity National Information Services (FIS) | 0.0 | $842k | 11k | 74.68 | |
| Electronic Arts (EA) | 0.0 | $780k | 5.4k | 144.52 | |
| Aon Shs Cl A (AON) | 0.0 | $761k | 1.9k | 399.09 | |
| Kla Corp Com New (KLAC) | 0.0 | $739k | 1.1k | 679.80 | |
| Crocs (CROX) | 0.0 | $737k | 6.9k | 106.20 | |
| Insight Enterprises (NSIT) | 0.0 | $718k | 4.8k | 149.99 | |
| Ezcorp Note 2.375% 5/0 | 0.0 | $717k | 717k | 1.00 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $711k | 9.9k | 72.20 | |
| Oddity Tech Shs Cl A (ODD) | 0.0 | $709k | 16k | 43.26 | |
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $703k | 30k | 23.42 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $689k | 5.8k | 118.93 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $686k | 12k | 56.56 | |
| Kinsale Cap Group (KNSL) | 0.0 | $681k | 1.4k | 486.71 | |
| Coca-Cola Company (KO) | 0.0 | $679k | 9.5k | 71.62 | |
| Civitas Resources Com New | 0.0 | $638k | 18k | 34.89 | |
| Verizon Communications (VZ) | 0.0 | $637k | 14k | 45.36 | |
| Fortinet (FTNT) | 0.0 | $628k | 6.5k | 96.26 | |
| Diageo Spon Adr New (DEO) | 0.0 | $601k | 5.7k | 104.79 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $568k | 14k | 41.62 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $559k | 1.7k | 327.14 | |
| Metropcs Communications (TMUS) | 0.0 | $519k | 1.9k | 266.71 | |
| Fortune Brands (FBIN) | 0.0 | $518k | 8.5k | 60.88 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $517k | 2.1k | 245.30 | |
| Oracle Corporation (ORCL) | 0.0 | $515k | 3.7k | 139.81 | |
| McDonald's Corporation (MCD) | 0.0 | $494k | 1.6k | 312.37 | |
| PennantPark Investment (PNNT) | 0.0 | $480k | 68k | 7.03 | |
| Carlyle Group (CG) | 0.0 | $480k | 11k | 43.59 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $459k | 5.0k | 91.73 | |
| Intuit (INTU) | 0.0 | $456k | 743.00 | 613.99 | |
| Qualcomm (QCOM) | 0.0 | $454k | 3.0k | 153.61 | |
| Capital Southwest Corporation (CSWC) | 0.0 | $446k | 20k | 22.32 | |
| Msci (MSCI) | 0.0 | $433k | 765.00 | 565.50 | |
| Medpace Hldgs (MEDP) | 0.0 | $421k | 1.4k | 304.69 | |
| Synopsys (SNPS) | 0.0 | $420k | 979.00 | 428.85 | |
| Servicenow (NOW) | 0.0 | $420k | 527.00 | 796.14 | |
| Bank of America Corporation (BAC) | 0.0 | $418k | 10k | 41.73 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $416k | 2.8k | 146.61 | |
| Murphy Usa (MUSA) | 0.0 | $411k | 875.00 | 469.81 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $410k | 2.3k | 179.70 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $398k | 803.00 | 495.27 | |
| Stonex Group (SNEX) | 0.0 | $395k | 5.2k | 76.38 | |
| Prospect Capital Corporation (PSEC) | 0.0 | $390k | 95k | 4.10 | |
| Cyberark Software SHS (CYBR) | 0.0 | $377k | 1.1k | 338.00 | |
| Raymond James Financial (RJF) | 0.0 | $356k | 2.6k | 138.91 | |
| Wayside Technology (CLMB) | 0.0 | $349k | 3.2k | 110.76 | |
| American Tower Reit (AMT) | 0.0 | $344k | 1.6k | 217.60 | |
| ConocoPhillips (COP) | 0.0 | $321k | 3.1k | 105.02 | |
| Uber Technologies (UBER) | 0.0 | $320k | 4.4k | 72.86 | |
| Netflix (NFLX) | 0.0 | $312k | 334.00 | 932.53 | |
| Tesla Motors (TSLA) | 0.0 | $302k | 1.2k | 259.16 | |
| Comfort Systems USA (FIX) | 0.0 | $297k | 920.00 | 322.33 | |
| Realty Income (O) | 0.0 | $290k | 5.0k | 58.01 | |
| Analog Devices (ADI) | 0.0 | $289k | 1.4k | 201.67 | |
| Nextera Energy (NEE) | 0.0 | $289k | 4.1k | 70.89 | |
| Goldman Sachs (GS) | 0.0 | $288k | 527.00 | 546.29 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $283k | 466.00 | 607.85 | |
| salesforce (CRM) | 0.0 | $283k | 1.1k | 268.36 | |
| Rithm Capital Corp Com New (RITM) | 0.0 | $276k | 24k | 11.45 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $270k | 527.00 | 512.01 | |
| S&p Global (SPGI) | 0.0 | $268k | 527.00 | 508.10 | |
| Palo Alto Networks (PANW) | 0.0 | $266k | 1.6k | 170.64 | |
| International Business Machines (IBM) | 0.0 | $262k | 1.1k | 248.66 | |
| Automatic Data Processing (ADP) | 0.0 | $257k | 842.00 | 305.53 | |
| Marsh & McLennan Companies | 0.0 | $257k | 1.1k | 244.03 | |
| Fiserv (FI) | 0.0 | $257k | 1.2k | 220.83 | |
| TJX Companies (TJX) | 0.0 | $257k | 2.1k | 121.80 | |
| Union Pacific Corporation (UNP) | 0.0 | $249k | 1.1k | 236.24 | |
| Deere & Company (DE) | 0.0 | $247k | 527.00 | 469.35 | |
| Moody's Corporation (MCO) | 0.0 | $245k | 527.00 | 465.69 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $243k | 2.2k | 111.81 | |
| O'reilly Automotive (ORLY) | 0.0 | $242k | 169.00 | 1432.58 | |
| Hannon Armstrong (HASI) | 0.0 | $232k | 7.9k | 29.24 | |
| Allot SHS (ALLT) | 0.0 | $225k | 39k | 5.71 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $225k | 3.1k | 72.70 | |
| Opera Sponsored Ads (OPRA) | 0.0 | $215k | 14k | 15.94 | |
| Transmedics Group (TMDX) | 0.0 | $212k | 3.2k | 67.28 | |
| Suro Capital Corp Com New (SSSS) | 0.0 | $211k | 43k | 4.97 | |
| Ge Aerospace Com New (GE) | 0.0 | $211k | 1.1k | 200.15 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $209k | 1.6k | 132.46 | |
| Stryker Corporation (SYK) | 0.0 | $196k | 527.00 | 372.25 | |
| Southern Company (SO) | 0.0 | $194k | 2.1k | 91.95 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $193k | 1.6k | 121.97 | |
| Kkr & Co (KKR) | 0.0 | $189k | 1.6k | 115.61 | |
| Verisk Analytics (VRSK) | 0.0 | $189k | 635.00 | 297.62 | |
| Copart (CPRT) | 0.0 | $189k | 3.3k | 56.59 | |
| Starbucks Corporation (SBUX) | 0.0 | $189k | 1.9k | 98.09 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $185k | 5.0k | 36.90 | |
| Sherwin-Williams Company (SHW) | 0.0 | $184k | 527.00 | 349.19 | |
| Autodesk (ADSK) | 0.0 | $182k | 694.00 | 261.80 | |
| Keurig Dr Pepper (KDP) | 0.0 | $180k | 5.3k | 34.22 | |
| Trane Technologies SHS (TT) | 0.0 | $178k | 527.00 | 336.92 | |
| Caterpillar (CAT) | 0.0 | $174k | 527.00 | 329.80 | |
| Cintas Corporation (CTAS) | 0.0 | $172k | 837.00 | 205.53 | |
| Linde SHS (LIN) | 0.0 | $170k | 366.00 | 465.64 | |
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $169k | 8.4k | 20.04 | |
| American Electric Power Company (AEP) | 0.0 | $160k | 1.5k | 109.27 | |
| Boston Scientific Corporation (BSX) | 0.0 | $159k | 1.6k | 100.88 | |
| Pepsi (PEP) | 0.0 | $159k | 1.1k | 149.94 | |
| Public Storage (PSA) | 0.0 | $158k | 527.00 | 299.29 | |
| Air Products & Chemicals (APD) | 0.0 | $155k | 527.00 | 294.92 | |
| American Water Works (AWK) | 0.0 | $155k | 1.1k | 147.52 | |
| Wells Fargo & Company (WFC) | 0.0 | $151k | 2.1k | 71.79 | |
| Citigroup Com New (C) | 0.0 | $150k | 2.1k | 70.99 | |
| Progressive Corporation (PGR) | 0.0 | $149k | 527.00 | 283.01 | |
| Colgate-Palmolive Company (CL) | 0.0 | $148k | 1.6k | 93.70 | |
| Intl Gnrl Insurance Hldngs L SHS (IGIC) | 0.0 | $147k | 5.6k | 26.31 | |
| Spdr S&p 500 Etf Tr Put Put Option | 0.0 | $145k | 341.00 | 426.00 | |
| Afc Gamma Ord (AFCG) | 0.0 | $145k | 26k | 5.57 | |
| General Dynamics Corporation (GD) | 0.0 | $144k | 527.00 | 272.58 | |
| Xcel Energy (XEL) | 0.0 | $143k | 2.0k | 70.79 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $143k | 1.7k | 84.40 | |
| Paccar (PCAR) | 0.0 | $142k | 1.5k | 97.37 | |
| Travelers Companies (TRV) | 0.0 | $139k | 527.00 | 264.46 | |
| Ecolab (ECL) | 0.0 | $134k | 527.00 | 253.52 | |
| Exelon Corporation (EXC) | 0.0 | $133k | 2.9k | 46.08 | |
| Illinois Tool Works (ITW) | 0.0 | $131k | 527.00 | 248.01 | |
| Amgen (AMGN) | 0.0 | $130k | 417.00 | 311.55 | |
| Innovative Industria A (IIPR) | 0.0 | $129k | 2.4k | 54.09 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $128k | 333.00 | 383.53 | |
| Republic Services (RSG) | 0.0 | $128k | 527.00 | 242.16 | |
| Newmont Mining Corporation (NEM) | 0.0 | $127k | 2.6k | 48.28 | |
| MetLife (MET) | 0.0 | $127k | 1.6k | 80.29 | |
| Advanced Micro Devices (AMD) | 0.0 | $127k | 1.2k | 102.74 | |
| Ford Motor Company (F) | 0.0 | $126k | 13k | 10.03 | |
| Paychex (PAYX) | 0.0 | $124k | 806.00 | 154.28 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $124k | 1.6k | 78.28 | |
| Lowe's Companies (LOW) | 0.0 | $123k | 527.00 | 233.23 | |
| Monday SHS (MNDY) | 0.0 | $122k | 500.00 | 243.16 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $120k | 527.00 | 227.55 | |
| Booking Holdings (BKNG) | 0.0 | $120k | 26.00 | 4606.92 | |
| Nexpoint Diversified Rel Et Com New (NXDT) | 0.0 | $119k | 31k | 3.83 | |
| Prudential Financial (PRU) | 0.0 | $118k | 1.1k | 111.68 | |
| AFLAC Incorporated (AFL) | 0.0 | $117k | 1.1k | 111.19 | |
| Consolidated Edison (ED) | 0.0 | $117k | 1.1k | 110.59 | |
| Fastenal Company (FAST) | 0.0 | $116k | 1.5k | 77.55 | |
| AvalonBay Communities (AVB) | 0.0 | $113k | 527.00 | 214.62 | |
| U S Global Invs Cl A (GROW) | 0.0 | $112k | 50k | 2.26 | |
| L3harris Technologies (LHX) | 0.0 | $110k | 527.00 | 209.31 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $110k | 1.4k | 76.50 | |
| Allstate Corporation (ALL) | 0.0 | $109k | 527.00 | 207.07 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $108k | 527.00 | 205.44 | |
| Gilead Sciences (GILD) | 0.0 | $108k | 960.00 | 112.05 | |
| Marvell Technology (MRVL) | 0.0 | $106k | 1.7k | 61.57 | |
| Groupon Note 6.250% 3/1 | 0.0 | $105k | 100k | 1.05 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $104k | 527.00 | 196.90 | |
| Wp Carey (WPC) | 0.0 | $100k | 1.6k | 63.11 | |
| Avepoint Com Cl A (AVPT) | 0.0 | $100k | 6.9k | 14.44 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $98k | 202.00 | 484.82 | |
| Sunrise Rlty Tr (SUNS) | 0.0 | $96k | 8.7k | 11.07 | |
| Wabtec Corporation (WAB) | 0.0 | $96k | 527.00 | 181.35 | |
| Capital One Financial (COF) | 0.0 | $95k | 527.00 | 179.30 | |
| American Intl Group Com New (AIG) | 0.0 | $92k | 1.1k | 86.94 | |
| Intercontinental Exchange (ICE) | 0.0 | $91k | 527.00 | 172.50 | |
| Merchants Bancorp Ind (MBIN) | 0.0 | $91k | 2.5k | 37.00 | |
| PG&E Corporation (PCG) | 0.0 | $91k | 5.3k | 17.18 | |
| Principal Financial (PFG) | 0.0 | $89k | 1.1k | 84.37 | |
| Dominion Resources (D) | 0.0 | $89k | 1.6k | 56.07 | |
| Mid-America Apartment (MAA) | 0.0 | $88k | 527.00 | 167.58 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $88k | 1.1k | 83.87 | |
| Simon Property (SPG) | 0.0 | $88k | 527.00 | 166.08 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $87k | 1.1k | 82.31 | |
| Public Service Enterprise (PEG) | 0.0 | $87k | 1.1k | 82.30 | |
| FirstEnergy (FE) | 0.0 | $85k | 2.1k | 40.42 | |
| Yum! Brands (YUM) | 0.0 | $83k | 527.00 | 157.36 | |
| Welltower Inc Com reit (WELL) | 0.0 | $81k | 527.00 | 153.21 | |
| Nasdaq Omx (NDAQ) | 0.0 | $80k | 1.1k | 75.86 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $80k | 1.8k | 43.95 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $79k | 1.6k | 50.21 | |
| CMS Energy Corporation (CMS) | 0.0 | $79k | 1.1k | 75.11 | |
| Keysight Technologies (KEYS) | 0.0 | $79k | 527.00 | 149.77 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $78k | 527.00 | 147.72 | |
| 3M Company (MMM) | 0.0 | $77k | 527.00 | 146.86 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $77k | 527.00 | 145.69 | |
| MercadoLibre (MELI) | 0.0 | $76k | 39.00 | 1950.87 | |
| PPL Corporation (PPL) | 0.0 | $76k | 2.1k | 36.11 | |
| Digital Realty Trust (DLR) | 0.0 | $76k | 527.00 | 143.29 | |
| Equity Residential Sh Ben Int (EQR) | 0.0 | $75k | 1.1k | 71.58 | |
| Sempra Energy (SRE) | 0.0 | $75k | 1.1k | 71.36 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $75k | 527.00 | 142.22 | |
| General Motors Company (GM) | 0.0 | $74k | 1.6k | 47.03 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $74k | 527.00 | 139.78 | |
| DTE Energy Company (DTE) | 0.0 | $73k | 527.00 | 138.27 | |
| eBay (EBAY) | 0.0 | $71k | 1.1k | 67.73 | |
| Intel Corporation (INTC) | 0.0 | $71k | 3.1k | 22.71 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $69k | 1.0k | 67.85 | |
| Cbre Group Cl A (CBRE) | 0.0 | $69k | 527.00 | 130.78 | |
| Howmet Aerospace (HWM) | 0.0 | $68k | 527.00 | 129.73 | |
| Alliant Energy Corporation (LNT) | 0.0 | $68k | 1.1k | 64.35 | |
| Tyson Foods Cl A (TSN) | 0.0 | $67k | 1.1k | 63.81 | |
| Phillips 66 (PSX) | 0.0 | $65k | 527.00 | 123.48 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $65k | 527.00 | 122.30 | |
| Jacobs Engineering Group (J) | 0.0 | $64k | 527.00 | 120.89 | |
| Expeditors International of Washington (EXPD) | 0.0 | $63k | 527.00 | 120.25 | |
| Tat Technologies Ord New (TATT) | 0.0 | $63k | 2.3k | 27.48 | |
| Xylem (XYL) | 0.0 | $63k | 527.00 | 119.46 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $63k | 236.00 | 264.97 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $60k | 508.00 | 118.35 | |
| American Homes 4 Rent Cl A (AMH) | 0.0 | $60k | 1.6k | 37.81 | |
| Tractor Supply Company (TSCO) | 0.0 | $58k | 1.1k | 55.10 | |
| Emerson Electric (EMR) | 0.0 | $58k | 527.00 | 109.64 | |
| Wec Energy Group (WEC) | 0.0 | $57k | 527.00 | 108.98 | |
| EQT Corporation (EQT) | 0.0 | $56k | 1.1k | 53.43 | |
| Doordash Cl A (DASH) | 0.0 | $55k | 299.00 | 182.77 | |
| Celsius Hldgs Com New (CELH) | 0.0 | $54k | 1.5k | 35.62 | |
| Pulte (PHM) | 0.0 | $54k | 527.00 | 102.80 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $54k | 85.00 | 634.24 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $54k | 1.1k | 50.90 | |
| Ameren Corporation (AEE) | 0.0 | $53k | 527.00 | 100.40 | |
| Paypal Holdings (PYPL) | 0.0 | $51k | 785.00 | 65.25 | |
| Cellebrite Di Ordinary Shares (CLBT) | 0.0 | $51k | 2.6k | 19.43 | |
| Microstrategy Cl A New (MSTR) | 0.0 | $50k | 174.00 | 288.27 | |
| Constellation Energy (CEG) | 0.0 | $49k | 243.00 | 201.63 | |
| Roper Industries (ROP) | 0.0 | $48k | 82.00 | 589.59 | |
| Dell Technologies CL C (DELL) | 0.0 | $48k | 527.00 | 91.15 | |
| Udr (UDR) | 0.0 | $48k | 1.1k | 45.17 | |
| State Street Corporation (STT) | 0.0 | $47k | 527.00 | 89.53 | |
| NetApp (NTAP) | 0.0 | $46k | 527.00 | 87.84 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $46k | 69.00 | 662.62 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $46k | 1.6k | 28.90 | |
| Iron Mountain (IRM) | 0.0 | $45k | 527.00 | 86.04 | |
| Entergy Corporation (ETR) | 0.0 | $45k | 527.00 | 85.49 | |
| Monster Beverage Corp (MNST) | 0.0 | $44k | 750.00 | 58.52 | |
| CSX Corporation (CSX) | 0.0 | $44k | 1.5k | 29.43 | |
| Napco Security Systems (NSSC) | 0.0 | $43k | 1.9k | 23.02 | |
| Nortonlifelock (GEN) | 0.0 | $42k | 1.6k | 26.54 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $41k | 2.1k | 19.53 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $41k | 110.00 | 368.53 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $40k | 334.00 | 119.46 | |
| SYSCO Corporation (SYY) | 0.0 | $40k | 527.00 | 75.04 | |
| Workday Cl A (WDAY) | 0.0 | $39k | 167.00 | 233.53 | |
| Regency Centers Corporation (REG) | 0.0 | $39k | 527.00 | 73.76 | |
| CenterPoint Energy (CNP) | 0.0 | $38k | 1.1k | 36.23 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $38k | 527.00 | 71.16 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $37k | 194.00 | 190.06 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $37k | 525.00 | 69.44 | |
| Ies Hldgs (IESC) | 0.0 | $36k | 220.00 | 165.11 | |
| Diamondback Energy (FANG) | 0.0 | $36k | 222.00 | 159.88 | |
| Qualys (QLYS) | 0.0 | $35k | 280.00 | 125.93 | |
| Astrazeneca Sponsored Adr | 0.0 | $33k | 449.00 | 73.50 | |
| Ross Stores (ROST) | 0.0 | $33k | 258.00 | 127.79 | |
| Axon Enterprise (AXON) | 0.0 | $32k | 60.00 | 525.95 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $31k | 350.00 | 87.03 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $28k | 352.00 | 80.71 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $28k | 137.00 | 207.25 | |
| Kraft Heinz (KHC) | 0.0 | $28k | 928.00 | 30.43 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $27k | 163.00 | 165.45 | |
| IDEXX Laboratories (IDXX) | 0.0 | $27k | 64.00 | 419.95 | |
| Lululemon Athletica (LULU) | 0.0 | $26k | 91.00 | 283.05 | |
| CoStar (CSGP) | 0.0 | $25k | 318.00 | 79.23 | |
| Datadog Cl A Com (DDOG) | 0.0 | $24k | 241.00 | 99.21 | |
| Zscaler Incorporated (ZS) | 0.0 | $24k | 119.00 | 198.42 | |
| Ansys (ANSS) | 0.0 | $22k | 68.00 | 316.56 | |
| Dex (DXCM) | 0.0 | $21k | 304.00 | 68.29 | |
| Xpel (XPEL) | 0.0 | $21k | 700.00 | 29.38 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $21k | 1.9k | 10.73 | |
| Microchip Technology (MCHP) | 0.0 | $20k | 408.00 | 48.41 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $19k | 354.00 | 54.72 | |
| Ensign (ENSG) | 0.0 | $18k | 140.00 | 129.40 | |
| Cdw (CDW) | 0.0 | $17k | 103.00 | 160.26 | |
| Biogen Idec (BIIB) | 0.0 | $16k | 114.00 | 136.84 | |
| Globalfoundries Ordinary Shares (GFS) | 0.0 | $15k | 412.00 | 36.91 | |
| ON Semiconductor (ON) | 0.0 | $13k | 320.00 | 40.69 | |
| Danaher Corporation (DHR) | 0.0 | $13k | 62.00 | 205.00 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $11k | 115.00 | 97.45 | |
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $11k | 98.00 | 106.79 | |
| Mongodb Cl A (MDB) | 0.0 | $9.8k | 56.00 | 175.39 |