2025-09-19 |
NPORT-P |
HON
/ Honeywell International
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
26,000 |
18,500 |
-28.85 |
2025-09-19 |
13F-HR |
HON
/ Honeywell International
|
Watts Gwilliam & Co., LLC
|
8,864 |
8,741 |
-1.39 |
2025-09-19 |
NPORT-P |
HON
/ Honeywell International
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
19,750 |
18,500 |
-6.33 |
2025-09-19 |
13F-HR |
RTX
/ RTX
|
Canal Capital Management, LLC
|
4,234 |
4,221 |
-0.31 |
2025-09-19 |
13F-HR |
RTX
/ RTX
|
Canal Capital Management, LLC
|
4,221 |
4,482 |
6.18 |
2025-09-19 |
13F-HR |
RTX
/ RTX
|
Watts Gwilliam & Co., LLC
|
1,655 |
1,771 |
7.01 |
2025-09-18 |
NPORT-P |
HEI
/ HEICO
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
31 |
|
2025-09-18 |
NPORT-P |
HON
/ Honeywell International
|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
9,202 |
11,620 |
26.28 |
2025-09-18 |
NPORT-P |
SAFRY
/ Safran SA - Depositary Receipt
|
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF
|
9,906 |
10,967 |
10.71 |
2025-09-17 |
13F-HR/A |
HON
/ Honeywell International
|
Bank Julius Baer & Co. Ltd, Zurich
|
1,597,556 |
1,707,545 |
6.88 |
2025-09-17 |
13F-HR/A |
HEI
/ HEICO
|
Bank Julius Baer & Co. Ltd, Zurich
|
70,852 |
74,577 |
5.26 |
2025-09-17 |
NPORT-P |
SAF
/ Safran
|
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A
|
15,944 |
15,011 |
-5.85 |
2025-09-17 |
NPORT-P |
HON
/ Honeywell International
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
20,582 |
19,808 |
-3.76 |
2025-09-17 |
NPORT-P |
HON
/ Honeywell International
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
35,145 |
34,590 |
-1.58 |
2025-09-17 |
NPORT-P |
HON
/ Honeywell International
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
21,039 |
|
2025-09-17 |
NPORT-P |
HON
/ Honeywell International
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
16,515 |
16,852 |
2.04 |
2025-09-17 |
NPORT-P |
HON
/ Honeywell International
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
45,937 |
40,166 |
-12.56 |
2025-09-17 |
NPORT-P |
SAF
/ Safran
|
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class
|
5,000 |
6,000 |
20.00 |
2025-09-17 |
NPORT-P |
RTX
/ RTX
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
2,919 |
2,837 |
-2.81 |
2025-09-17 |
NPORT-P |
RTX
/ RTX
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
41,997 |
41,297 |
-1.67 |
2025-09-17 |
NPORT-P |
RTX
/ RTX
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
34,011 |
35,030 |
3.00 |
2025-09-17 |
NPORT-P |
RTX
/ RTX
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
61,505 |
59,863 |
-2.67 |
2025-09-17 |
NPORT-P |
RTX
/ RTX
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
28,764 |
20,958 |
-27.14 |
2025-09-17 |
13F-HR/A |
RTX
/ RTX
|
Bank Julius Baer & Co. Ltd, Zurich
|
634 |
47 |
-92.59 |
2025-09-17 |
NPORT-P |
RTX
/ RTX
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
35,145 |
34,577 |
-1.62 |
2025-09-15 |
13F-HR/A |
RTX
/ RTX
|
Charles Schwab Investment Management Inc
|
10,247,429 |
10,351,568 |
1.02 |
2025-09-15 |
13F-HR/A |
RTX
/ RTX
|
Migdal Insurance & Financial Holdings Ltd.
|
374 |
125 |
-66.58 |
2025-09-15 |
13F-HR/A |
HEI
/ HEICO
|
Charles Schwab Investment Management Inc
|
490,269 |
515,339 |
5.11 |
2025-09-15 |
13F-HR/A |
HON
/ Honeywell International
|
Charles Schwab Investment Management Inc
|
3,901,124 |
3,948,557 |
1.22 |
2025-09-12 |
13F-HR/A |
HEI
/ HEICO
|
Valeo Financial Advisors, LLC
|
1,550 |
1,580 |
1.94 |
2025-09-12 |
13F-HR/A |
HON
/ Honeywell International
|
Valeo Financial Advisors, LLC
|
21,881 |
22,606 |
3.31 |
2025-09-12 |
NPORT-P |
RTX
/ RTX
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
5,161 |
4,898 |
-5.10 |
2025-09-12 |
13F-HR/A |
RTX
/ RTX
|
Valeo Financial Advisors, LLC
|
86,083 |
64,193 |
-25.43 |
2025-09-11 |
NPORT-P |
RTX
/ RTX
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
12,076 |
11,501 |
-4.76 |
2025-09-11 |
NPORT-P |
RTX
/ RTX
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
37,000 |
32,040 |
-13.41 |
2025-09-11 |
13F-HR |
RTX
/ RTX
|
Silicon Valley Capital Partners
|
4,108 |
4,161 |
1.29 |
2025-09-11 |
13F-HR |
HON
/ Honeywell International
|
Silicon Valley Capital Partners
|
160 |
161 |
0.62 |
2025-09-11 |
NPORT-P |
HON
/ Honeywell International
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
9,745 |
10,140 |
4.05 |
2025-09-11 |
NPORT-P |
HEI
/ HEICO
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
8,655 |
7,105 |
-17.91 |
2025-09-11 |
13F-HR |
HEI
/ HEICO
|
Silicon Valley Capital Partners
|
71 |
71 |
0.00 |
2025-09-10 |
13F-HR/A |
RTX
/ RTX
|
Troy Asset Management Ltd
|
12,000 |
0 |
-100.00 |
2025-09-10 |
NPORT-P |
RTX
/ RTX
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
880 |
880 |
0.00 |
2025-09-10 |
13F-HR/A |
RTX
/ RTX
|
Troy Asset Management Ltd
|
12,000 |
0 |
-100.00 |
2025-09-09 |
13F-HR |
RTX
/ RTX
|
NWF Advisory Services Inc.
|
|
2,399 |
|
2025-09-09 |
13F-HR/A |
RTX
/ RTX
|
Banque Transatlantique SA
|
10,226 |
8,987 |
-12.12 |
2025-09-09 |
13F-HR |
HON
/ Honeywell International
|
NWF Advisory Services Inc.
|
3,683 |
3,645 |
-1.03 |
2025-09-09 |
13F-HR/A |
HEI
/ HEICO
|
Banque Transatlantique SA
|
185 |
185 |
0.00 |
2025-09-08 |
SCHEDULE 13G/A |
TATT
/ TAT Technologies
|
Meitav Dash Investments Ltd
|
1,991,836 |
1,310,650 |
-34.20 |
2025-09-08 |
13F-HR |
HON
/ Honeywell International
|
Hoxton Planning & Management, LLC
|
0 |
946 |
|
2025-09-08 |
13F-HR |
RTX
/ RTX
|
Hoxton Planning & Management, LLC
|
2,319 |
2,343 |
1.03 |
2025-09-05 |
13F-HR |
HON
/ Honeywell International
|
Abn Amro Investment Solutions
|
109,997 |
90,888 |
-17.37 |
2025-09-05 |
13F-HR |
HON
/ Honeywell International
|
Abn Amro Investment Solutions
|
|
109,997 |
|
2025-09-05 |
13F-HR |
HON
/ Honeywell International
|
Abn Amro Investment Solutions
|
55,930 |
52,756 |
-5.67 |
2025-09-05 |
13F-HR |
HON
/ Honeywell International
|
Abn Amro Investment Solutions
|
64,495 |
55,930 |
-13.28 |
2025-09-05 |
13F-HR |
HON
/ Honeywell International
|
Abn Amro Investment Solutions
|
90,888 |
64,495 |
-29.04 |
2025-09-04 |
13F-HR |
HON
/ Honeywell International
|
SevenBridge Financial Group, LLC
|
17,730 |
18,875 |
6.46 |
2025-09-04 |
13F-HR |
HON
/ Honeywell International
|
Abn Amro Investment Solutions
|
52,756 |
44,000 |
-16.60 |
2025-09-04 |
13F-HR/A |
HON
/ Honeywell International
|
Advisor Group Holdings, Inc.
|
146,663 |
166,679 |
13.65 |
2025-09-04 |
13F-HR |
HON
/ Honeywell International
|
Abn Amro Investment Solutions
|
37,500 |
29,100 |
-22.40 |
2025-09-04 |
13F-HR/A |
TATT
/ TAT Technologies
|
Advisor Group Holdings, Inc.
|
950 |
5,424 |
470.95 |
2025-09-04 |
13F-HR |
HON
/ Honeywell International
|
V. M. Manning & Co., Inc.
|
|
9,655 |
|
2025-09-04 |
13F-HR |
HON
/ Honeywell International
|
Abn Amro Investment Solutions
|
44,000 |
37,500 |
-14.77 |
2025-09-04 |
13F-HR/A |
HEI
/ HEICO
|
Advisor Group Holdings, Inc.
|
12,571 |
14,614 |
16.25 |
2025-09-04 |
13F-HR |
HON
/ Honeywell International
|
Reynders McVeigh Capital Management, LLC
|
8,843 |
9,080 |
2.68 |
2025-09-04 |
13F-HR/A |
RTX
/ RTX
|
Advisor Group Holdings, Inc.
|
440,508 |
456,398 |
3.61 |
2025-09-04 |
13F-HR |
RTX
/ RTX
|
SevenBridge Financial Group, LLC
|
25,228 |
22,312 |
-11.56 |
2025-09-04 |
13F-HR |
RTX
/ RTX
|
ZynergyRetirementPlanningLLC
|
275 |
0 |
-100.00 |
2025-09-04 |
13F-HR |
RTX
/ RTX
|
Reynders McVeigh Capital Management, LLC
|
7,725 |
7,539 |
-2.41 |
2025-09-03 |
13F-HR |
HON
/ Honeywell International
|
American Trust
|
17,425 |
17,321 |
-0.60 |
2025-09-02 |
13F-HR/A |
HON
/ Honeywell International
|
Harwood Advisory Group, LLC
|
13,377 |
2,448 |
-81.70 |
2025-09-02 |
13F-HR/A |
RTX
/ RTX
|
Harwood Advisory Group, LLC
|
6,566 |
6,565 |
-0.02 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
3,409 |
2,040 |
-40.16 |
2025-08-29 |
13F-HR |
RTX
/ RTX
|
Total Investment Management Inc
|
|
437 |
|
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
7,097 |
6,697 |
-5.64 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
Gabelli Equity Trust Inc
|
2,500 |
1,000 |
-60.00 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
53,441 |
52,150 |
-2.42 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
9,400 |
9,750 |
3.72 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
7,374 |
8,150 |
10.52 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
277,454 |
277,454 |
0.00 |
2025-08-29 |
NPORT-P |
SIF
/ SIFCO Industries
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
1,000 |
1,000 |
0.00 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
STRV - EA Series Trust - Strive 500 ETF
|
21,775 |
23,245 |
6.75 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
216,748 |
222,261 |
2.54 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
50,749 |
52,343 |
3.14 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
13,804 |
13,121 |
-4.95 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
46,696 |
46,696 |
0.00 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
3,073 |
2,891 |
-5.92 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
580,869 |
575,398 |
-0.94 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
114,625 |
85,112 |
-25.75 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
610 |
610 |
0.00 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
1,580 |
2,267 |
43.48 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
GCAD - Gabelli ETFs Trust - Gabelli Commercial Aerospace and Defense Fund
|
2,114 |
2,114 |
0.00 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
33,753 |
20,213 |
-40.11 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
9,915 |
10,585 |
6.76 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
6,118 |
6,668 |
8.99 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
4,109 |
|
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
90,472 |
65,850 |
-27.22 |
2025-08-29 |
NPORT-P |
SIF
/ SIFCO Industries
|
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
|
6,050 |
6,050 |
0.00 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
1,840 |
1,918 |
4.24 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
7,400 |
7,400 |
0.00 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
19,888 |
20,312 |
2.13 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
30,852 |
31,292 |
1.43 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
36,091 |
36,091 |
0.00 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
96,434 |
94,327 |
-2.18 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
441,853 |
438,402 |
-0.78 |
2025-08-29 |
13F-HR |
RTX
/ RTX
|
Evolution Wealth Management Inc.
|
|
78 |
|
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
105 |
315 |
200.00 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
83,610 |
82,435 |
-1.41 |
2025-08-29 |
13F-HR |
RTX
/ RTX
|
Centaurus Financial, Inc.
|
10,739 |
10,782 |
0.40 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
833 |
|
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
27,880 |
27,194 |
-2.46 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
54,730 |
54,259 |
-0.86 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
Gabelli Dividend & Income Trust
|
36,000 |
36,000 |
0.00 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
13,098 |
10,337 |
-21.08 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
2,100 |
2,100 |
0.00 |
2025-08-29 |
NPORT-P |
RTX
/ RTX
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
21,380 |
22,110 |
3.41 |
2025-08-29 |
NPORT-P |
HEI
/ HEICO
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
1,410 |
1,410 |
0.00 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
673,290 |
682,248 |
1.33 |
2025-08-29 |
NPORT-P |
SAF
/ Safran
|
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A
|
6,868 |
6,798 |
-1.02 |
2025-08-29 |
NPORT-P |
HEI
/ HEICO
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
325 |
322 |
-0.92 |
2025-08-29 |
NPORT-P |
HEI
/ HEICO
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
632 |
646 |
2.22 |
2025-08-29 |
NPORT-P |
SAF
/ Safran
|
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A
|
3,341 |
5,213 |
56.03 |
2025-08-29 |
NPORT-P |
HEI
/ HEICO
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
163 |
130 |
-20.25 |
2025-08-29 |
NPORT-P |
HEI
/ HEICO
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
19,996 |
17,446 |
-12.75 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
13,701 |
13,896 |
1.42 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
3,739 |
3,539 |
-5.35 |
2025-08-29 |
NPORT-P |
SAF
/ Safran
|
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
|
117,397 |
151,649 |
29.18 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
STRV - EA Series Trust - Strive 500 ETF
|
10,619 |
11,207 |
5.54 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
500 |
500 |
0.00 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
8,650 |
8,850 |
2.31 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
135,546 |
133,165 |
-1.76 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
500 |
397 |
-20.60 |
2025-08-29 |
13F-HR |
HON
/ Honeywell International
|
Total Investment Management Inc
|
2,123 |
2,139 |
0.75 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
14,750 |
12,782 |
-13.34 |
2025-08-29 |
13F-HR |
HON
/ Honeywell International
|
Evolution Wealth Management Inc.
|
|
10 |
|
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
10,443 |
10,786 |
3.28 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
28,302 |
32,580 |
15.12 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
1,580 |
1,813 |
14.75 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
1,032 |
1,026 |
-0.58 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
1,143 |
1,195 |
4.55 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
1,600 |
1,500 |
-6.25 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
4,405 |
4,205 |
-4.54 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
1,097 |
1,032 |
-5.93 |
2025-08-29 |
NPORT-P |
HEI
/ HEICO
|
STRV - EA Series Trust - Strive 500 ETF
|
688 |
688 |
0.00 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
12,668 |
12,264 |
-3.19 |
2025-08-29 |
NPORT-P |
HEI
/ HEICO
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
2,520 |
2,257 |
-10.44 |
2025-08-29 |
NPORT-P |
SAFRY
/ Safran SA - Depositary Receipt
|
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A
|
|
5,507 |
|
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
9,442 |
9,442 |
0.00 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
GCAD - Gabelli ETFs Trust - Gabelli Commercial Aerospace and Defense Fund
|
1,568 |
1,568 |
0.00 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
Gabelli Equity Trust Inc
|
114,400 |
109,000 |
-4.72 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
96,443 |
100,313 |
4.01 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
281 |
281 |
0.00 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
10,506 |
10,318 |
-1.79 |
2025-08-29 |
NPORT-P |
SAF
/ Safran
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
4,633 |
4,033 |
-12.95 |
2025-08-29 |
13F-HR |
HON
/ Honeywell International
|
Centaurus Financial, Inc.
|
2,620 |
2,699 |
3.02 |
2025-08-29 |
NPORT-P |
SAF
/ Safran
|
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV
|
12,564 |
12,840 |
2.20 |
2025-08-29 |
NPORT-P |
SAF
/ Safran
|
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A
|
4,230 |
4,230 |
0.00 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
9,722 |
9,808 |
0.88 |
2025-08-29 |
NPORT-P |
SAF
/ Safran
|
HEDJ - WisdomTree Trust - WisdomTree Europe Hedged Equity Fund N/A
|
63,549 |
54,206 |
-14.70 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
1,142 |
1,116 |
-2.28 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
47,111 |
45,378 |
-3.68 |
2025-08-29 |
NPORT-P |
SAF
/ Safran
|
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
|
241,749 |
246,937 |
2.15 |
2025-08-29 |
NPORT-P |
SAF
/ Safran
|
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A
|
7,138 |
7,545 |
5.70 |
2025-08-29 |
NPORT-P |
SAF
/ Safran
|
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A
|
475,068 |
461,222 |
-2.91 |
2025-08-29 |
NPORT-P |
SAF
/ Safran
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
46,123 |
41,781 |
-9.41 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
48 |
145 |
202.08 |
2025-08-29 |
NPORT-P |
HEI
/ HEICO
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
881 |
870 |
-1.25 |
2025-08-29 |
NPORT-P |
HEI
/ HEICO
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
18,373 |
18,373 |
0.00 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
43,915 |
25,040 |
-42.98 |
2025-08-29 |
NPORT-P |
HON
/ Honeywell International
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
3,778 |
3,613 |
-4.37 |