Advocates Investment Management 13F annual report
Advocates Investment Management is an investment fund managing more than $1.52 trillion ran by Doug Whittle. There are currently 438 companies in Mr. Whittle’s portfolio. The largest investments include Apple Inc and Microsoft, together worth $124 billion.
Limited to 30 biggest holdings
$1.52 trillion Assets Under Management (AUM)
As of 1st February 2024, Advocates Investment Management’s top holding is 382,405 shares of Apple Inc currently worth over $73.6 billion and making up 4.9% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Advocates Investment Management owns more than approximately 0.1% of the company.
In addition, the fund holds 134,834 shares of Microsoft worth $50.7 billion, whose value grew 27.0% in the past six months.
The third-largest holding is Spdr Sp 500 Etf Tr worth $45.1 billion and the next is Vanguard Index Fds worth $73.8 billion, with 314,095 shares owned.
Currently, Advocates Investment Management's portfolio is worth at least $1.52 trillion. 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 Advocates Investment Management
The Advocates Investment Management office and employees reside in Olympia, Washington. According to the last 13-F report filed with the SEC, Doug Whittle serves as the Chief Compliance Officer at Advocates Investment Management.
Recent trades
In the most recent 13F filing, Advocates Investment Management revealed that it had opened a new position in Apple Inc and bought 382,405 shares worth $73.6 billion.
One of the largest hedge funds
The two most similar investment funds to Advocates Investment Management are Sofinnova Investments and Gw Henssler & Associates Ltd. They manage $1.51 trillion and $1.51 trillion respectively.
Doug Whittle investment strategy
Advocates Investment Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 8.4% of
the total portfolio value.
The fund focuses on investments in the United States as
42.9% 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
42% of the total holdings value.
On the other hand, small-cap stocks make up only 1.6% of the portfolio.
The average market cap of the portfolio companies is close to $94.9 billion.
The complete list of Advocates Investment Management trades based on 13F SEC filings
These positions were updated on February 8th 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 |
|---|---|---|---|
| Apple Inc |
Opened
382,405
|
$73,624,446,000 | 4.86% |
| Microsoft Corporation |
Opened
134,834
|
$50,702,930,000 | 3.34% |
| Spdr Sp 500 Etf Tr |
Opened
94,953
|
$45,132,123,000 | 2.98% |
| Vanguard Index Fds |
Opened
314,095
|
$73,823,033,000 | 4.87% |
| NVIDIA Corp |
Opened
51,354
|
$25,431,536,000 | 1.68% |
| Spdr Ser Tr |
Opened
1,858,838
|
$98,211,118,000 | 6.48% |
| Vanguard Bd Index Fds |
Opened
399,905
|
$29,820,946,000 | 1.97% |
| Ishares Tr |
Opened
2,721,769
|
$262,749,935,000 | 17.33% |
| Amazon.com Inc. |
Opened
129,493
|
$19,675,192,000 | 1.30% |
| First Tr Exchng Traded Fd Vi |
Opened
1,095,405
|
$33,075,492,000 | 2.18% |
| Pacer Fds Tr |
Opened
722,969
|
$32,662,717,000 | 2.15% |
| First Tr Exchange-traded Fd |
Opened
752,590
|
$40,140,357,000 | 2.65% |
| Vanguard Scottsdale Fds |
Opened
340,505
|
$25,212,143,000 | 1.66% |
| Tesla Inc |
Opened
49,991
|
$12,421,755,000 | 0.82% |
| Dimensional Etf Trust |
Opened
774,512
|
$22,284,444,000 | 1.47% |
| Invesco Exchange Traded Fd T |
Opened
593,339
|
$42,690,688,000 | 2.82% |
| Spdr Gold Tr |
Opened
60,841
|
$11,630,887,000 | 0.77% |
| Select Sector Spdr Tr |
Opened
391,161
|
$34,375,767,000 | 2.27% |
| Boeing Co. |
Opened
31,177
|
$8,126,666,000 | 0.54% |
| Costco Whsl Corp New |
Opened
12,085
|
$7,976,541,000 | 0.53% |
| American Centy Etf Tr |
Opened
224,551
|
$17,259,800,000 | 1.14% |
| Alphabet Inc |
Opened
87,817
|
$12,337,287,000 | 0.81% |
| Berkshire Hathaway Inc. |
Opened
20,940
|
$7,468,501,000 | 0.49% |
| First Tr Morningstar Divid L |
Opened
208,027
|
$7,464,007,000 | 0.49% |
| Ishares Inc |
Opened
229,454
|
$11,818,705,000 | 0.78% |
| Pimco Etf Tr |
Opened
136,614
|
$11,080,080,000 | 0.73% |
| Global X Fds |
Opened
378,069
|
$11,808,931,000 | 0.78% |
| Legg Mason Etf Invt |
Opened
233,249
|
$7,879,013,000 | 0.52% |
| Vanguard Specialized Funds |
Opened
37,160
|
$6,331,997,000 | 0.42% |
| First Tr Value Line Divid In |
Opened
155,883
|
$6,322,611,000 | 0.42% |
| Goldman Sachs Etf Tr |
Opened
112,494
|
$10,620,663,000 | 0.70% |
| Visa Inc |
Opened
23,602
|
$6,144,728,000 | 0.41% |
| VanEck ETF Trust |
Opened
147,119
|
$9,192,400,000 | 0.61% |
| Verizon Communications Inc |
Opened
155,452
|
$5,860,552,000 | 0.39% |
| Chevron Corp. |
Opened
37,936
|
$5,658,492,000 | 0.37% |
| First Tr Exch Traded Fd Iii |
Opened
373,200
|
$13,095,226,000 | 0.86% |
| Northern Lts Fd Tr Iv |
Opened
311,534
|
$11,085,297,000 | 0.73% |
| Invesco Exch Traded Fd Tr Ii |
Opened
380,323
|
$21,366,354,000 | 1.41% |
| Abbvie Inc |
Opened
32,844
|
$5,089,935,000 | 0.34% |
| Schwab Strategic Tr |
Opened
150,921
|
$10,262,133,000 | 0.68% |
| Caterpillar Inc. |
Opened
16,058
|
$4,747,812,000 | 0.31% |
| Procter And Gamble Co |
Opened
31,411
|
$4,602,999,000 | 0.30% |
| Palo Alto Networks Inc |
Opened
15,532
|
$4,580,078,000 | 0.30% |
| J P Morgan Exchange Traded F |
Opened
125,042
|
$6,378,588,000 | 0.42% |
| Ishares Silver Tr |
Opened
195,244
|
$4,252,400,000 | 0.28% |
| Janus Detroit Str Tr |
Opened
103,037
|
$5,010,889,000 | 0.33% |
| Jpmorgan Chase Co |
Opened
23,855
|
$4,057,716,000 | 0.27% |
| Wisdomtree Tr |
Opened
272,784
|
$11,489,127,000 | 0.76% |
| NextEra Energy Inc |
Opened
65,196
|
$3,960,012,000 | 0.26% |
| Axon Enterprise Inc |
Opened
15,326
|
$3,959,181,000 | 0.26% |
| Eli Lilly Co |
Opened
6,725
|
$3,919,842,000 | 0.26% |
| Starbucks Corp. |
Opened
39,427
|
$3,785,344,000 | 0.25% |
| Shopify Inc |
Opened
48,181
|
$3,753,313,000 | 0.25% |
| Vanguard Whitehall Fds |
Opened
46,831
|
$4,593,394,000 | 0.30% |
| Exxon Mobil Corp. |
Opened
36,439
|
$3,643,119,000 | 0.24% |
| Union Pac Corp |
Opened
14,723
|
$3,616,353,000 | 0.24% |
| Vanguard Tax-managed Fds |
Opened
72,167
|
$3,456,794,000 | 0.23% |
| Johnson Johnson |
Opened
21,930
|
$3,437,339,000 | 0.23% |
| Etf Ser Solutions |
Opened
115,557
|
$3,407,592,000 | 0.22% |
| Meta Platforms Inc |
Opened
9,354
|
$3,310,945,000 | 0.22% |
| Home Depot, Inc. |
Opened
8,866
|
$3,072,588,000 | 0.20% |
| First Tr Multi Cp Val Alpha |
Opened
36,945
|
$2,883,017,000 | 0.19% |
| Merck Co Inc |
Opened
25,831
|
$2,816,130,000 | 0.19% |
| Cisco Sys Inc |
Opened
55,379
|
$2,797,733,000 | 0.18% |
| Mcdonalds Corp |
Opened
9,376
|
$2,780,141,000 | 0.18% |
| Vanguard World Fd |
Opened
13,581
|
$3,234,690,000 | 0.21% |
| First Tr Exchange Trad Fd Vi |
Opened
120,251
|
$2,698,425,000 | 0.18% |
| Vanguard Intl Equity Index F |
Opened
87,576
|
$4,069,161,000 | 0.27% |
| Unitedhealth Group Inc |
Opened
4,859
|
$2,558,334,000 | 0.17% |
| AMGEN Inc. |
Opened
8,675
|
$2,498,470,000 | 0.16% |
| Alps Etf Tr |
Opened
58,666
|
$2,494,461,000 | 0.16% |
| Intel Corp. |
Opened
49,509
|
$2,487,804,000 | 0.16% |
| Ishares U S Etf Tr |
Opened
47,442
|
$2,396,771,000 | 0.16% |
| Sixth Street Specialty Lendi |
Opened
110,630
|
$2,389,608,000 | 0.16% |
| Direxion Shs Etf Tr |
Opened
22,977
|
$2,389,394,000 | 0.16% |
| Novo-nordisk A S |
Opened
23,039
|
$2,383,403,000 | 0.16% |
| Asml Holding N V |
Opened
3,121
|
$2,362,634,000 | 0.16% |
| Ssga Active Etf Tr |
Opened
93,250
|
$3,757,864,000 | 0.25% |
| Ishares Gold Tr |
Opened
57,998
|
$2,263,645,000 | 0.15% |
| Advanced Micro Devices Inc. |
Opened
15,276
|
$2,251,837,000 | 0.15% |
| Mastercard Incorporated |
Opened
5,269
|
$2,247,209,000 | 0.15% |
| Spdr Index Shs Fds |
Opened
172,817
|
$7,148,227,000 | 0.47% |
| Pgim Etf Tr |
Opened
44,931
|
$2,219,151,000 | 0.15% |
| Nike, Inc. |
Opened
20,275
|
$2,201,240,000 | 0.15% |
| Thermo Fisher Scientific Inc. |
Opened
4,107
|
$2,179,825,000 | 0.14% |
| Broadcom Inc. |
Opened
1,907
|
$2,129,189,000 | 0.14% |
| Invesco Actively Managed Etf |
Opened
53,274
|
$2,539,026,000 | 0.17% |
| Pepsico Inc |
Opened
12,203
|
$2,072,541,000 | 0.14% |
| Salesforce Inc |
Opened
7,471
|
$1,965,924,000 | 0.13% |
| Automatic Data Processing In |
Opened
8,394
|
$1,955,580,000 | 0.13% |
| Abrdn Total Dynamic Dividend |
Opened
239,561
|
$1,930,858,000 | 0.13% |
| Capital Group Dividend Value |
Opened
60,733
|
$1,812,269,000 | 0.12% |
| Vanguard World Fds |
Opened
12,179
|
$3,345,126,000 | 0.22% |
| Coca-Cola Co |
Opened
28,742
|
$1,693,793,000 | 0.11% |
| Timothy Plan |
Opened
83,658
|
$2,621,600,000 | 0.17% |
| Carrier Global Corporation |
Opened
28,951
|
$1,663,278,000 | 0.11% |
| Accenture Plc Ireland |
Opened
4,658
|
$1,634,569,000 | 0.11% |
| Netflix Inc. |
Opened
3,328
|
$1,620,337,000 | 0.11% |
| Amplify Etf Tr |
Opened
57,731
|
$2,006,889,000 | 0.13% |
| Prologis Inc |
Opened
11,501
|
$1,533,034,000 | 0.10% |
| Adobe Inc |
Opened
2,566
|
$1,530,877,000 | 0.10% |
| Lockheed Martin Corp. |
Opened
3,322
|
$1,505,747,000 | 0.10% |
| Phillips 66 |
Opened
11,059
|
$1,472,339,000 | 0.10% |
| Disney Walt Co |
Opened
16,242
|
$1,466,497,000 | 0.10% |
| Philip Morris International Inc |
Opened
15,355
|
$1,444,564,000 | 0.10% |
| Honeywell International Inc |
Opened
6,864
|
$1,439,402,000 | 0.09% |
| Paychex Inc. |
Opened
12,061
|
$1,436,614,000 | 0.09% |
| First Tr Lrge Cp Core Alpha |
Opened
15,844
|
$1,428,586,000 | 0.09% |
| Us Bancorp Del |
Opened
32,649
|
$1,413,058,000 | 0.09% |
| Att Inc |
Opened
82,474
|
$1,383,912,000 | 0.09% |
| Kimberly-Clark Corp. |
Opened
11,324
|
$1,375,949,000 | 0.09% |
| Royce Value Tr Inc |
Opened
94,372
|
$1,374,054,000 | 0.09% |
| First Tr Exchange Traded Fd |
Opened
119,855
|
$4,477,279,000 | 0.30% |
| Qualcomm, Inc. |
Opened
9,346
|
$1,351,772,000 | 0.09% |
| Quanta Svcs Inc |
Opened
6,212
|
$1,340,556,000 | 0.09% |
| Ford Mtr Co Del |
Opened
109,361
|
$1,333,112,000 | 0.09% |
| Abbott Labs |
Opened
12,068
|
$1,328,345,000 | 0.09% |
| Franklin Templeton Etf Tr |
Opened
80,955
|
$2,243,522,000 | 0.15% |
| Fiserv, Inc. |
Opened
9,960
|
$1,323,086,000 | 0.09% |
| Shockwave Med Inc |
Opened
6,888
|
$1,312,530,000 | 0.09% |
| Stryker Corp. |
Opened
4,295
|
$1,286,197,000 | 0.08% |
| Pfizer Inc. |
Opened
43,856
|
$1,262,624,000 | 0.08% |
| PayPal Holdings Inc |
Opened
20,499
|
$1,258,845,000 | 0.08% |
| Ameriprise Finl Inc |
Opened
3,314
|
$1,258,646,000 | 0.08% |
| Lpl Finl Hldgs Inc |
Opened
5,393
|
$1,227,481,000 | 0.08% |
| Pcm Fd Inc |
Opened
152,553
|
$1,214,312,000 | 0.08% |
| Illinois Tool Wks Inc |
Opened
4,588
|
$1,201,801,000 | 0.08% |
| Capital Group Gbl Growth Eqt |
Opened
45,990
|
$1,183,318,000 | 0.08% |
| Bank America Corp |
Opened
34,815
|
$1,172,215,000 | 0.08% |
| Eaton Vance Sr Fltng Rte Tr |
Opened
91,589
|
$1,159,516,000 | 0.08% |
| Alibaba Group Hldg Ltd |
Opened
14,218
|
$1,102,068,000 | 0.07% |
| Invesco Db Multi-sector Comm |
Opened
52,977
|
$1,098,747,000 | 0.07% |
| Ring Energy Inc |
Opened
750,414
|
$1,095,604,000 | 0.07% |
| Vanguard Star Fds |
Opened
18,601
|
$1,078,089,000 | 0.07% |
| RTX Corp |
Opened
12,709
|
$1,069,307,000 | 0.07% |
| Spdr Dow Jones Indl Average |
Opened
2,831
|
$1,067,175,000 | 0.07% |
| Blackrock Inc. |
Opened
1,310
|
$1,063,493,000 | 0.07% |
| Walmart Inc |
Opened
6,744
|
$1,063,242,000 | 0.07% |
| Enbridge Inc |
Opened
28,804
|
$1,038,790,000 | 0.07% |
| Paccar Inc. |
Opened
10,604
|
$1,035,510,000 | 0.07% |
| Linde Plc. |
Opened
2,521
|
$1,035,406,000 | 0.07% |
| First Tr Sml Cp Core Alpha F |
Opened
11,184
|
$1,023,996,000 | 0.07% |
| Novartis AG |
Opened
10,101
|
$1,019,934,000 | 0.07% |
| Devon Energy Corp. |
Opened
22,501
|
$1,019,279,000 | 0.07% |
| TotalEnergies SE |
Opened
15,037
|
$1,013,166,000 | 0.07% |
| Blackstone Inc |
Opened
7,629
|
$998,800,000 | 0.07% |
| Emerson Elec Co |
Opened
10,208
|
$993,536,000 | 0.07% |
| Crowdstrike Holdings Inc |
Opened
3,857
|
$984,768,000 | 0.06% |
| Abrdn Gold Etf Trust |
Opened
47,392
|
$935,517,000 | 0.06% |
| Dutch Bros Inc. |
Opened
29,453
|
$932,784,000 | 0.06% |
| Palantir Technologies Inc. |
Opened
53,316
|
$915,444,000 | 0.06% |
| Snap-on, Inc. |
Opened
3,164
|
$913,890,000 | 0.06% |
| Deere Co |
Opened
2,271
|
$908,075,000 | 0.06% |
| United Parcel Service, Inc. |
Opened
5,741
|
$902,730,000 | 0.06% |
| Bristol-Myers Squibb Co. |
Opened
17,184
|
$881,729,000 | 0.06% |
| Lowes Cos Inc |
Opened
3,949
|
$878,875,000 | 0.06% |
| Canadian Pacific Kansas City |
Opened
11,055
|
$878,166,000 | 0.06% |
| The Southern Co. |
Opened
12,077
|
$846,799,000 | 0.06% |
| Astrazeneca plc |
Opened
12,570
|
$846,594,000 | 0.06% |
| Pinterest Inc |
Opened
22,676
|
$839,918,000 | 0.06% |
| Ark Etf Tr |
Opened
38,584
|
$1,276,613,000 | 0.08% |
| Chubb Limited |
Opened
3,620
|
$817,981,000 | 0.05% |
| International Business Machs |
Opened
4,994
|
$816,850,000 | 0.05% |
| Target Corp |
Opened
5,731
|
$816,254,000 | 0.05% |
| MercadoLibre Inc |
Opened
519
|
$815,633,000 | 0.05% |
| Atlassian Corporation |
Opened
3,420
|
$813,481,000 | 0.05% |
| Sp Global Inc |
Opened
1,845
|
$812,652,000 | 0.05% |
| Ferrari N.V. |
Opened
2,383
|
$804,538,000 | 0.05% |
| Valero Energy Corp. |
Opened
6,154
|
$800,056,000 | 0.05% |
| Gallagher Arthur J Co |
Opened
3,471
|
$780,558,000 | 0.05% |
| Westamerica Bancorporation |
Opened
13,784
|
$777,535,000 | 0.05% |
| Eaton Vance Enhanced Equity |
Opened
46,359
|
$768,633,000 | 0.05% |
| Uber Technologies Inc |
Opened
12,446
|
$766,308,000 | 0.05% |
| Graniteshares Gold Tr |
Opened
37,503
|
$764,690,000 | 0.05% |
| Duke Energy Corp. |
Opened
7,852
|
$761,964,000 | 0.05% |
| Taiwan Semiconductor Mfg Ltd |
Opened
7,318
|
$761,083,000 | 0.05% |
| Monster Beverage Corp. |
Opened
13,189
|
$759,818,000 | 0.05% |
| Lam Research Corp. |
Opened
964
|
$755,017,000 | 0.05% |
| Crown Castle Inc |
Opened
6,440
|
$741,765,000 | 0.05% |
| Goldman Sachs Group, Inc. |
Opened
1,918
|
$739,981,000 | 0.05% |
| EA Series Trust |
Opened
18,155
|
$735,110,000 | 0.05% |
| Garmin Ltd |
Opened
5,564
|
$715,162,000 | 0.05% |
| Proshares Tr |
Opened
21,343
|
$1,067,188,000 | 0.07% |
| Discover Finl Svcs |
Opened
6,317
|
$710,053,000 | 0.05% |
| Blackrock Res Commodities |
Opened
79,477
|
$705,752,000 | 0.05% |
| DocuSign Inc |
Opened
11,845
|
$704,213,000 | 0.05% |
| Waste Mgmt Inc Del |
Opened
3,885
|
$695,856,000 | 0.05% |
| Hartford Fds Exchange Traded |
Opened
34,922
|
$690,050,000 | 0.05% |
| Litman Gregory Fds Tr |
Opened
26,579
|
$684,676,000 | 0.05% |
| Tractor Supply Co. |
Opened
3,132
|
$673,381,000 | 0.04% |
| Applied Matls Inc |
Opened
4,141
|
$671,049,000 | 0.04% |
| 3M Co. |
Opened
6,080
|
$664,647,000 | 0.04% |
| Gilead Sciences, Inc. |
Opened
8,191
|
$663,603,000 | 0.04% |
| First Tr Sp Reit Index Fd |
Opened
25,264
|
$662,924,000 | 0.04% |
| Truist Finl Corp |
Opened
17,955
|
$662,880,000 | 0.04% |
| Tortoise Midstrm Energy Fd I |
Opened
18,885
|
$656,439,000 | 0.04% |
| Blackrock Enhanced Equity Di |
Opened
84,761
|
$651,810,000 | 0.04% |
| Fedex Corp |
Opened
2,541
|
$642,718,000 | 0.04% |
| Micron Technology Inc. |
Opened
7,422
|
$633,372,000 | 0.04% |
| Enphase Energy Inc |
Opened
4,727
|
$624,633,000 | 0.04% |
| Block Inc |
Opened
7,991
|
$618,116,000 | 0.04% |
| Marriott Intl Inc New |
Opened
2,735
|
$616,689,000 | 0.04% |
| Marsh Mclennan Cos Inc |
Opened
3,235
|
$612,931,000 | 0.04% |
| Sherwin-Williams Co. |
Opened
1,935
|
$603,483,000 | 0.04% |
| Papa Johns Intl Inc |
Opened
7,910
|
$602,960,000 | 0.04% |
| Eaton Corp Plc |
Opened
2,499
|
$601,809,000 | 0.04% |
| Microchip Technology, Inc. |
Opened
6,644
|
$599,117,000 | 0.04% |
| Alcon Ag |
Opened
7,646
|
$596,746,000 | 0.04% |
| Oneok Inc. |
Opened
8,494
|
$596,465,000 | 0.04% |
| Copart, Inc. |
Opened
12,027
|
$589,323,000 | 0.04% |
| Snowflake Inc. |
Opened
2,948
|
$586,652,000 | 0.04% |
| Zoetis Inc |
Opened
2,971
|
$586,462,000 | 0.04% |
| Sysco Corp. |
Opened
8,001
|
$585,117,000 | 0.04% |
| Intuit Inc |
Opened
935
|
$584,095,000 | 0.04% |
| Super Micro Computer Inc |
Opened
2,050
|
$582,733,000 | 0.04% |
| Vanguard Malvern Fds |
Opened
12,084
|
$573,852,000 | 0.04% |
| Conocophillips |
Opened
4,941
|
$573,491,000 | 0.04% |
| Grainger W W Inc |
Opened
688
|
$570,139,000 | 0.04% |
| Genuine Parts Co. |
Opened
4,051
|
$561,122,000 | 0.04% |
| Aon plc. |
Opened
1,923
|
$559,718,000 | 0.04% |
| Enterprise Prods Partners L |
Opened
20,954
|
$552,149,000 | 0.04% |
| Intuitive Surgical Inc |
Opened
1,635
|
$551,583,000 | 0.04% |
| Texas Instrs Inc |
Opened
3,234
|
$551,221,000 | 0.04% |
| Canadian Nat Res Ltd |
Opened
8,380
|
$549,065,000 | 0.04% |
| Mondelez International Inc. |
Opened
7,547
|
$546,664,000 | 0.04% |
| Icon Plc |
Opened
1,925
|
$544,910,000 | 0.04% |
| American Elec Pwr Co Inc |
Opened
6,661
|
$540,938,000 | 0.04% |
| Williams Cos Inc |
Opened
14,835
|
$516,699,000 | 0.03% |
| Sap SE |
Opened
3,338
|
$515,973,000 | 0.03% |
| Textron Inc. |
Opened
6,407
|
$515,274,000 | 0.03% |
| Workday Inc |
Opened
1,824
|
$503,534,000 | 0.03% |
| Franklin Resources, Inc. |
Opened
16,843
|
$501,756,000 | 0.03% |
| Freeport-McMoRan Inc |
Opened
11,765
|
$500,821,000 | 0.03% |
| WEC Energy Group Inc |
Opened
5,889
|
$495,702,000 | 0.03% |
| Xcel Energy Inc. |
Opened
7,988
|
$494,565,000 | 0.03% |
| General Mls Inc |
Opened
7,389
|
$481,267,000 | 0.03% |
| Marathon Digital Holdings In |
Opened
20,404
|
$479,289,000 | 0.03% |
| Occidental Pete Corp |
Opened
7,975
|
$476,175,000 | 0.03% |
| Dominion Energy Inc |
Opened
9,757
|
$458,581,000 | 0.03% |
| First Tr Lrg Cp Vl Alphadex |
Opened
6,440
|
$456,240,000 | 0.03% |
| Vanguard Mun Bd Fds |
Opened
8,845
|
$451,566,000 | 0.03% |
| Comcast Corp New |
Opened
9,999
|
$438,460,000 | 0.03% |
| Twilio Inc |
Opened
5,746
|
$435,952,000 | 0.03% |
| First Tr Nasdaq 100 Tech Ind |
Opened
2,479
|
$434,980,000 | 0.03% |
| Thomson-Reuters Corp |
Opened
2,916
|
$427,956,000 | 0.03% |
| Constellation Brands, Inc. |
Opened
1,761
|
$425,770,000 | 0.03% |
| Trade Desk Inc |
Opened
5,818
|
$418,676,000 | 0.03% |
| RELX Plc |
Opened
10,480
|
$415,637,000 | 0.03% |
| KLA Corp. |
Opened
705
|
$409,859,000 | 0.03% |
| Parker-Hannifin Corp. |
Opened
883
|
$406,969,000 | 0.03% |
| American Tower Corp. |
Opened
1,837
|
$396,544,000 | 0.03% |
| Resmed Inc. |
Opened
2,272
|
$390,840,000 | 0.03% |
| BCE Inc |
Opened
9,920
|
$390,643,000 | 0.03% |
| Generac Holdings Inc |
Opened
2,997
|
$387,334,000 | 0.03% |
| Autodesk Inc. |
Opened
1,590
|
$387,132,000 | 0.03% |
| Oracle Corp. |
Opened
3,659
|
$385,797,000 | 0.03% |
| Cintas Corporation |
Opened
640
|
$385,794,000 | 0.03% |
| Ferguson Plc New |
Opened
1,995
|
$385,178,000 | 0.03% |
| Delta Air Lines, Inc. |
Opened
9,535
|
$383,591,000 | 0.03% |
| Equinix Inc |
Opened
476
|
$383,088,000 | 0.03% |
| Alaska Air Group Inc. |
Opened
9,715
|
$379,552,000 | 0.03% |
| Vertex Pharmaceuticals, Inc. |
Opened
930
|
$378,408,000 | 0.02% |
| KeyCorp |
Opened
26,223
|
$377,605,000 | 0.02% |
| Ball Corp. |
Opened
6,311
|
$363,009,000 | 0.02% |
| Steris Plc |
Opened
1,635
|
$359,456,000 | 0.02% |
| Realty Income Corp. |
Opened
6,248
|
$358,765,000 | 0.02% |
| Sprott Physical Silver Tr |
Opened
44,380
|
$358,590,000 | 0.02% |
| Chipotle Mexican Grill |
Opened
156
|
$356,768,000 | 0.02% |
| Ares Capital Corp |
Opened
17,790
|
$356,335,000 | 0.02% |
| Teladoc Health Inc |
Opened
16,516
|
$355,952,000 | 0.02% |
| Pnc Finl Svcs Group Inc |
Opened
2,291
|
$354,790,000 | 0.02% |
| CVS Health Corp |
Opened
4,473
|
$353,214,000 | 0.02% |
| Regeneron Pharmaceuticals, Inc. |
Opened
393
|
$345,168,000 | 0.02% |
| SBA Communications Corp |
Opened
1,351
|
$342,795,000 | 0.02% |
| Davis Fundamental Etf Tr |
Opened
9,671
|
$340,994,000 | 0.02% |
| Phillips Edison Co Inc |
Opened
9,189
|
$335,211,000 | 0.02% |
| Microstrategy Inc. |
Opened
530
|
$334,759,000 | 0.02% |
| ServiceNow Inc |
Opened
470
|
$332,049,000 | 0.02% |
| Waste Connections Inc |
Opened
2,219
|
$331,230,000 | 0.02% |
| Canadian Natl Ry Co |
Opened
2,635
|
$331,034,000 | 0.02% |
| National Grid Plc |
Opened
4,868
|
$330,975,000 | 0.02% |
| Lululemon Athletica inc. |
Opened
645
|
$329,781,000 | 0.02% |
| Dell Technologies Inc |
Opened
4,305
|
$329,329,000 | 0.02% |
| Kinder Morgan Inc |
Opened
18,596
|
$328,033,000 | 0.02% |
| Vanguard Charlotte Fds |
Opened
6,622
|
$326,892,000 | 0.02% |
| General Electric Co. |
Opened
2,558
|
$326,449,000 | 0.02% |
| Booking Holdings Inc |
Opened
92
|
$326,344,000 | 0.02% |
| Starwood Ppty Tr Inc |
Opened
15,448
|
$324,718,000 | 0.02% |
| Price T Rowe Group Inc |
Opened
3,011
|
$324,259,000 | 0.02% |
| General Dynamics Corp. |
Opened
1,248
|
$324,012,000 | 0.02% |
| Schlumberger Ltd. |
Opened
6,190
|
$322,157,000 | 0.02% |
| Restaurant Brands International Inc |
Opened
4,121
|
$322,006,000 | 0.02% |
| Wells Fargo Co New |
Opened
6,646
|
$523,724,000 | 0.03% |
| Highpeak Energy Inc |
Opened
22,378
|
$318,660,000 | 0.02% |
| Simpson Mfg Inc |
Opened
1,601
|
$316,890,000 | 0.02% |
| Glacier Bancorp, Inc. |
Opened
7,667
|
$316,804,000 | 0.02% |
| Brookfield Infrastructure Corporation |
Opened
8,909
|
$314,316,000 | 0.02% |
| Monolithic Pwr Sys Inc |
Opened
490
|
$309,081,000 | 0.02% |
| Zimmer Biomet Holdings Inc |
Opened
2,536
|
$308,660,000 | 0.02% |
| Arch Cap Group Ltd |
Opened
4,143
|
$307,701,000 | 0.02% |
| Mid-amer Apt Cmntys Inc |
Opened
2,278
|
$306,312,000 | 0.02% |
| Brookfield Infrast Partners |
Opened
9,675
|
$304,663,000 | 0.02% |
| Sony Group Corp |
Opened
3,192
|
$302,213,000 | 0.02% |
| CyberArk Software Ltd |
Opened
1,375
|
$301,195,000 | 0.02% |
| Extra Space Storage Inc. |
Opened
1,877
|
$300,990,000 | 0.02% |
| Eaton Vance Tax Advt Div Inc |
Opened
13,501
|
$300,406,000 | 0.02% |
| Schwab Charles Corp |
Opened
4,300
|
$295,857,000 | 0.02% |
| Icici Bank Limited |
Opened
12,371
|
$294,925,000 | 0.02% |
| Nxp Semiconductors N V |
Opened
1,277
|
$293,300,000 | 0.02% |
| Ventas Inc |
Opened
5,852
|
$291,655,000 | 0.02% |
| Pulte Group Inc |
Opened
2,817
|
$290,771,000 | 0.02% |
| Carmax Inc |
Opened
3,779
|
$290,001,000 | 0.02% |
| UBS Group AG |
Opened
9,356
|
$289,107,000 | 0.02% |
| Pampa Energia S A |
Opened
5,836
|
$288,997,000 | 0.02% |
| Wendys Co |
Opened
14,756
|
$287,442,000 | 0.02% |
| First Trust Lrgcp Gwt Alphad |
Opened
2,617
|
$286,716,000 | 0.02% |
| Smith A O Corp |
Opened
3,448
|
$284,290,000 | 0.02% |
| Royce Micro-cap Tr Inc |
Opened
30,658
|
$283,278,000 | 0.02% |
| Keysight Technologies Inc |
Opened
1,752
|
$278,726,000 | 0.02% |
| Nuveen Nasdaq 100 Dynamic Ov |
Opened
11,929
|
$276,158,000 | 0.02% |
| Commerce Bancshares, Inc. |
Opened
5,166
|
$275,934,000 | 0.02% |
| Thor Inds Inc |
Opened
2,321
|
$274,481,000 | 0.02% |
| Olin Corp. |
Opened
5,086
|
$274,406,000 | 0.02% |
| Factset Resh Sys Inc |
Opened
575
|
$274,364,000 | 0.02% |
| Airbnb, Inc. |
Opened
2,014
|
$274,190,000 | 0.02% |
| Diageo plc |
Opened
1,880
|
$273,912,000 | 0.02% |
| Toro Co. |
Opened
2,852
|
$273,803,000 | 0.02% |
| Skyworks Solutions, Inc. |
Opened
2,420
|
$272,105,000 | 0.02% |
| Caseys Gen Stores Inc |
Opened
980
|
$269,319,000 | 0.02% |
| Idexx Labs Inc |
Opened
485
|
$269,200,000 | 0.02% |
| Black Hills Corporation |
Opened
4,988
|
$269,116,000 | 0.02% |
| Advanced Drain Sys Inc Del |
Opened
1,913
|
$269,111,000 | 0.02% |
| Altria Group Inc. |
Opened
6,648
|
$268,189,000 | 0.02% |
| XP Inc |
Opened
10,248
|
$267,165,000 | 0.02% |
| Cadence Design System Inc |
Opened
979
|
$266,650,000 | 0.02% |
| Northrop Grumman Corp. |
Opened
568
|
$266,060,000 | 0.02% |
| Energy Transfer L P |
Opened
19,237
|
$265,475,000 | 0.02% |
| Sanofi |
Opened
5,331
|
$265,110,000 | 0.02% |
| MetLife, Inc. |
Opened
4,008
|
$265,058,000 | 0.02% |
| Lauder Estee Cos Inc |
Opened
1,807
|
$264,274,000 | 0.02% |
| Nordson Corp. |
Opened
995
|
$262,932,000 | 0.02% |
| Etsy Inc |
Opened
3,238
|
$262,445,000 | 0.02% |
| Welltower Inc. |
Opened
2,894
|
$260,925,000 | 0.02% |
| Lyondellbasell Industries N |
Opened
2,742
|
$260,710,000 | 0.02% |
| Fortinet Inc |
Opened
4,454
|
$260,693,000 | 0.02% |
| Southern Copper Corporation |
Opened
3,006
|
$258,687,000 | 0.02% |
| Hut 8 Corp |
Opened
19,372
|
$258,423,000 | 0.02% |
| Gentex Corp. |
Opened
7,900
|
$258,011,000 | 0.02% |
| Qorvo Inc |
Opened
2,276
|
$256,300,000 | 0.02% |
| Moodys Corp |
Opened
655
|
$255,945,000 | 0.02% |
| Amphenol Corp. |
Opened
2,578
|
$255,581,000 | 0.02% |
| Eagle Point Credit Company I |
Opened
26,823
|
$254,817,000 | 0.02% |
| Citigroup Inc |
Opened
4,949
|
$254,582,000 | 0.02% |
| Doubleline Income Solutions |
Opened
20,745
|
$253,919,000 | 0.02% |
| Allstate Corp (The) |
Opened
1,810
|
$253,403,000 | 0.02% |
| Albemarle Corp. |
Opened
1,751
|
$252,963,000 | 0.02% |
| Teradyne, Inc. |
Opened
2,329
|
$252,719,000 | 0.02% |
| Rockwell Automation Inc |
Opened
812
|
$252,052,000 | 0.02% |
| Mccormick Co Inc |
Opened
3,664
|
$250,659,000 | 0.02% |
| Medtronic Plc |
Opened
3,039
|
$250,325,000 | 0.02% |
| Diamondback Energy Inc |
Opened
1,611
|
$249,900,000 | 0.02% |
| Splunk Inc |
Opened
1,637
|
$249,397,000 | 0.02% |
| American Express Co. |
Opened
1,331
|
$249,289,000 | 0.02% |
| Scotts Miracle-Gro Company |
Opened
3,890
|
$247,990,000 | 0.02% |
| Calamos Conv High Income F |
Opened
21,585
|
$247,576,000 | 0.02% |
| First Tr Exchange-traded Alp |
Opened
7,212
|
$470,989,000 | 0.03% |
| Amcor Plc |
Opened
25,294
|
$243,841,000 | 0.02% |
| Nasdaq Inc |
Opened
4,186
|
$243,358,000 | 0.02% |
| Graco Inc. |
Opened
2,804
|
$243,296,000 | 0.02% |
| Blackrock Enhanced Global Di |
Opened
24,497
|
$243,009,000 | 0.02% |
| Idex Corporation |
Opened
1,115
|
$242,020,000 | 0.02% |
| Terreno Rlty Corp |
Opened
3,858
|
$241,766,000 | 0.02% |
| TC Energy Corporation |
Opened
6,121
|
$240,055,000 | 0.02% |
| Corning, Inc. |
Opened
7,841
|
$238,746,000 | 0.02% |
| Ametek Inc |
Opened
1,427
|
$235,247,000 | 0.02% |
| Calamos Conv Opportunities |
Opened
22,622
|
$234,362,000 | 0.02% |
| Church Dwight Co Inc |
Opened
2,477
|
$234,200,000 | 0.02% |
| Republic Svcs Inc |
Opened
1,415
|
$233,407,000 | 0.02% |
| Constellation Energy Corp |
Opened
1,983
|
$231,802,000 | 0.02% |
| Lattice Strategies Tr |
Opened
17,715
|
$438,671,000 | 0.03% |
| Verisk Analytics Inc |
Opened
961
|
$229,435,000 | 0.02% |
| Exelon Corp. |
Opened
6,358
|
$228,243,000 | 0.02% |
| First Tr Nas100 Eq Weighted |
Opened
1,930
|
$226,717,000 | 0.01% |
| Consolidated Edison, Inc. |
Opened
2,470
|
$224,679,000 | 0.01% |
| Gaming Leisure Pptys Inc |
Opened
4,501
|
$222,141,000 | 0.01% |
| National Fuel Gas Co. |
Opened
4,407
|
$221,108,000 | 0.01% |
| Infosys Ltd |
Opened
11,990
|
$220,385,000 | 0.01% |
| Equity Lifestyle Pptys Inc |
Opened
3,104
|
$218,924,000 | 0.01% |
| Rivian Automotive, Inc. |
Opened
9,262
|
$217,290,000 | 0.01% |
| Rio Tinto plc |
Opened
2,898
|
$215,785,000 | 0.01% |
| Oge Energy Corp. |
Opened
6,119
|
$213,737,000 | 0.01% |
| Aptiv PLC |
Opened
2,356
|
$211,380,000 | 0.01% |
| Western Un Co |
Opened
17,730
|
$211,341,000 | 0.01% |
| MGM Resorts International |
Opened
4,720
|
$210,892,000 | 0.01% |
| Kenvue Inc |
Opened
9,611
|
$206,919,000 | 0.01% |
| Cohen Steers Quality Incom |
Opened
16,896
|
$206,813,000 | 0.01% |
| Capital Grp Fixed Incm Etf T |
Opened
9,036
|
$205,067,000 | 0.01% |
| CSX Corp. |
Opened
5,837
|
$202,376,000 | 0.01% |
| Fs Kkr Cap Corp |
Opened
10,046
|
$200,618,000 | 0.01% |
| Entergy Corp. |
Opened
1,982
|
$200,558,000 | 0.01% |
| Transocean Ltd |
Opened
31,550
|
$200,347,000 | 0.01% |
| Huntington Bancshares, Inc. |
Opened
15,325
|
$194,936,000 | 0.01% |
| Hecla Mng Co |
Opened
40,054
|
$192,663,000 | 0.01% |
| Extreme Networks Inc. |
Opened
10,090
|
$177,988,000 | 0.01% |
| Vale S.A. |
Opened
10,988
|
$174,270,000 | 0.01% |
| eXp World Holdings Inc |
Opened
10,480
|
$162,650,000 | 0.01% |
| Fs Credit Opportunities Corp |
Opened
28,321
|
$160,580,000 | 0.01% |
| Sandridge Energy Inc |
Opened
11,550
|
$157,889,000 | 0.01% |
| Haleon Plc |
Opened
17,592
|
$144,782,000 | 0.01% |
| Hive Digital Technologies Lt |
Opened
31,644
|
$143,348,000 | 0.01% |
| INmune Bio, Inc. |
Opened
12,500
|
$140,750,000 | 0.01% |
| Redfin Corp |
Opened
12,440
|
$128,381,000 | 0.01% |
| Nuveen Pfd Income Opportun |
Opened
17,057
|
$115,308,000 | 0.01% |
| Putnam Managed Mun Income Tr |
Opened
18,039
|
$109,677,000 | 0.01% |
| Neuropace Inc |
Opened
10,000
|
$103,100,000 | 0.01% |
| Opendoor Technologies Inc. |
Opened
21,300
|
$95,424,000 | 0.01% |
| Joby Aviation Inc |
Opened
13,701
|
$91,114,000 | 0.01% |
| Madison Covered Call Equit |
Opened
12,063
|
$90,834,000 | 0.01% |
| Silo Pharma Inc |
Opened
62,807
|
$90,442,000 | 0.01% |
| Gossamer Bio, Inc. |
Opened
98,350
|
$89,746,000 | 0.01% |
| Denison Mines Corp |
Opened
50,250
|
$88,943,000 | 0.01% |
| Idaho Strategic Resources |
Opened
13,776
|
$87,219,000 | 0.01% |
| Kineta Inc |
Opened
21,744
|
$78,931,000 | 0.01% |
| Sandstorm Gold Ltd |
Opened
15,691
|
$78,927,000 | 0.01% |
| Allspring Global Dividend Op |
Opened
17,500
|
$75,950,000 | 0.01% |
| Plug Power Inc |
Opened
15,737
|
$70,817,000 | 0.00% |
| Psq Holdings Inc |
Opened
12,395
|
$64,950,000 | 0.00% |
| Duluth Holdings Inc |
Opened
11,225
|
$60,389,000 | 0.00% |
| Digihost Technology Inc |
Opened
24,808
|
$56,810,000 | 0.00% |
| Abrdn Global Premier Pptys F |
Opened
14,558
|
$56,485,000 | 0.00% |
| Bitfarms Ltd |
Opened
15,380
|
$44,756,000 | 0.00% |
| Aquestive Therapeutics Inc |
Opened
20,000
|
$40,400,000 | 0.00% |
| G1 Therapeutics Inc |
Opened
12,950
|
$39,498,000 | 0.00% |
| Terawulf Inc |
Opened
16,060
|
$38,544,000 | 0.00% |
| Traeger Inc |
Opened
12,113
|
$33,068,000 | 0.00% |
| Kartoon Studios Inc |
Opened
22,550
|
$31,346,000 | 0.00% |
| DermTech, Inc. |
Opened
15,140
|
$26,505,000 | 0.00% |
| Senseonics Holdings Inc |
Opened
19,000
|
$10,832,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 438 holdings | |||
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