CITY HOLDING CO

13F filer, CIK 726854, CHARLESTON, WV

CITY HOLDING CO reported $705,591,045 across 468 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-16. Its ten largest share positions make up 28.08% of the portfolio.

Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0000726854-25-000001

Period: 2024-12-31
Reported value: $706M
Holdings: 468
Top 10 weight: 28.08%
New: 20
Sold out: 14

Largest buys vs the previous quarter

Security	Shares change	Approx. value
PANWnew	+13,550	$2.47M
CRWDnew	+4,250	$1.45M
DHInew	+9,485	$1.33M
SDVYnew	+36,003	$1.29M
UBERadded	+18,675	$1.13M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
GOOGLreduced	-17,500	-$3.31M
AMZNreduced	-10,396	-$2.28M
DISreduced	-20,250	-$2.25M
METAreduced	-3,341	-$1.96M
AAPLreduced	-7,158	-$1.79M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0000726854-25-000001, largest first. % of portfolio is the value over $705,591,045, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
CHCOCITY HLDG CO	258,822	$30.7M	4.35%	-4,440	Timeline
AAPLAPPLE INC	120,079	$30.1M	4.26%	-7,158	Timeline
MSFTMICROSOFT CORP	53,758	$22.7M	3.21%	-3,568	Timeline
GOOGLALPHABET INC	108,612	$20.6M	2.91%	-17,500	Timeline
LLYELI LILLY & CO	23,690	$18.3M	2.59%	-1,341	Timeline
AMZNAMAZON COM INC	81,233	$17.8M	2.53%	-10,396	Timeline
WMTWALMART INC	190,678	$17.2M	2.44%	+363	Timeline
METAMETA PLATFORMS INC	28,390	$16.6M	2.36%	-3,341	Timeline
LOWLOWES COS INC	49,224	$12.1M	1.72%	-1,907	Timeline
NVDANVIDIA CORPORATION	89,830	$12.1M	1.71%	+665	Timeline
JPMJPMORGAN CHASE & CO	42,547	$10.2M	1.45%	-2,681	Timeline
MAMASTERCARD INCORPORATED	19,232	$10.1M	1.44%	-843	Timeline
WMWASTE MGMT INC DEL	48,854	$9.86M	1.4%	+454	Timeline
PGPROCTER & GAMBLE CO	56,351	$9.45M	1.34%	-1,934	Timeline
VVISA INC	27,118	$8.57M	1.21%	+61	Timeline
DEDEERE & CO	19,425	$8.23M	1.17%	-640	Timeline
HDHOME DEPOT INC	20,498	$7.97M	1.13%	+117	Timeline
CATCATERPILLAR INC	21,566	$7.82M	1.11%	-639	Timeline
XOMEXXON MOBIL CORP	72,389	$7.79M	1.1%	-125	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	16,394	$7.43M	1.05%	+624	Timeline
COSTCOSTCO WHOLESALE CORPORATION	8,090	$7.41M	1.05%	-69	Timeline
IWFISHARES TR	18,454	$7.41M	1.05%	-1,383	Timeline
ABBVABBVIE INC	40,097	$7.13M	1.01%	-510	Timeline
IWRISHARES TR	72,905	$6.44M	0.91%	+6,183	Timeline
MCDMCDONALDS CORP	22,057	$6.39M	0.91%	-5,781	Timeline
UNHUNITEDHEALTH GROUP INC	12,222	$6.18M	0.88%	+522	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	103,634	$6.13M	0.87%	+7,414	Timeline
IJHISHARES TR	97,310	$6.06M	0.86%	+9,852	Timeline
KOCOCA COLA CO	95,725	$5.96M	0.84%	-236	Timeline
CMICUMMINS INC	17,039	$5.94M	0.84%	+159	Timeline
TTTRANE TECHNOLOGIES PLC	15,752	$5.82M	0.82%	-407	Timeline
IWMISHARES TR	26,120	$5.77M	0.82%	+1,127	Timeline
SOSOUTHERN CO	69,428	$5.71M	0.81%	+495	Timeline
CVXCHEVRON CORPORATION	38,374	$5.56M	0.79%	+141	Timeline
IJRISHARES TR	48,170	$5.55M	0.79%	+5,102	Timeline
AFLAFLAC INC	53,364	$5.52M	0.78%	+715	Timeline
EFAISHARES TR	70,369	$5.32M	0.75%	+10,333	Timeline
VVVANGUARD INDEX FDS	19,627	$5.29M	0.75%	+2,397	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	82,234	$4.96M	0.7%	-1,900	Timeline
ADPAUTOMATIC DATA PROCESSING IN	16,443	$4.81M	0.68%	-1,320	Timeline
ABTABBOTT LABORATORIES	41,958	$4.75M	0.67%	+266	Timeline
MSMORGAN STANLEY	37,414	$4.7M	0.67%	-201	Timeline
PEPPEPSICO INC	30,685	$4.67M	0.66%	-1,255	Timeline
ORCLORACLE CORP	26,499	$4.42M	0.63%	+1,845	Timeline
SHYGISHARES TR	103,107	$4.39M	0.62%	+9,530	Timeline
VOVANGUARD INDEX FDS	16,495	$4.36M	0.62%	+681	Timeline
LINLINDE PLC	10,227	$4.28M	0.61%	+70	Timeline
XLFSELECT SECTOR SPDR TR	85,335	$4.12M	0.58%	+2,775	Timeline
QQQINVESCO QQQ TR	8,049	$4.11M	0.58%	+743	Timeline
EEMISHARES TR	97,140	$4.06M	0.58%	+8,498	Timeline
NEENEXTERA ENERGY INC	53,675	$3.85M	0.55%	+2,331	Timeline
AMDADVANCED MICRO DEVICES INC	31,367	$3.79M	0.54%	-4,857	Timeline
VTIVANGUARD INDEX FDS	13,043	$3.78M	0.54%	+10	Timeline
IWNISHARES TR	22,850	$3.75M	0.53%	+765	Timeline
DISDISNEY WALT CO	33,370	$3.72M	0.53%	-20,250	Timeline
PJANINNOVATOR ETFS TRUST	86,705	$3.66M	0.52%	-41,750	Timeline
ACNACCENTURE PLC IRELAND	10,231	$3.6M	0.51%	-1,109	Timeline
INTUINTUIT	5,573	$3.5M	0.5%	-1,417	Timeline
IWSISHARES TR	26,616	$3.44M	0.49%	+885	Timeline
JNJJOHNSON & JOHNSON	23,011	$3.33M	0.47%	-622	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	5,644	$3.31M	0.47%	-102	Timeline
RSGREPUBLIC SVCS INC	15,997	$3.22M	0.46%	+701	Timeline
FISVFISERV INC	14,718	$3.02M	0.43%	+841	Timeline
STZCONSTELLATION BRANDS INC	13,628	$3.01M	0.43%	+718	Timeline
GMARFIRST TR EXCHNG TRADED FD VI	79,100	$2.96M	0.42%	0	Timeline
IWVISHARES TR	8,765	$2.93M	0.42%	-164	Timeline
DVYISHARES TR	21,778	$2.86M	0.41%	-74	Timeline
AMGNAMGEN INC	10,635	$2.77M	0.39%	-84	Timeline
HONHONEYWELL INTL INC	12,245	$2.77M	0.39%	+582	Timeline
GAPRFIRST TR EXCHNG TRADED FD VI	73,625	$2.76M	0.39%	-275	Timeline
FPEFIRST TR EXCH TRADED FD III	150,402	$2.66M	0.38%	-9,095	Timeline
COPCONOCOPHILLIPS	26,253	$2.6M	0.37%	+917	Timeline
SBUXSTARBUCKS CORP	28,517	$2.6M	0.37%	+3,052	Timeline
NFLXNETFLIX INC.	2,873	$2.56M	0.36%	+654	Timeline
UBERUBER TECHNOLOGIES INC	42,305	$2.55M	0.36%	+18,675	Timeline
GNOVFIRST TR EXCHNG TRADED FD VI	72,823	$2.55M	0.36%	+27,561	Timeline
PANWPALO ALTO NETWORKS INC	13,550	$2.47M	0.35%	new	Timeline
PMARINNOVATOR ETFS TRUST	59,347	$2.38M	0.34%	-3,000	Timeline
GAUGFIRST TR EXCHNG TRADED FD VI	67,100	$2.37M	0.34%	+550	Timeline
MRKMERCK & CO INC	23,360	$2.32M	0.33%	+635	Timeline
DHRDANAHER CORP DEL	10,057	$2.31M	0.33%	-835	Timeline
ITWILLINOIS TOOL WKS INC	8,678	$2.2M	0.31%	+75	Timeline
GSEPFIRST TR EXCHNG TRADED FD VI	62,770	$2.2M	0.31%	-6,065	Timeline
PSXPHILLIPS 66	19,065	$2.17M	0.31%	+6	Timeline
TJXTJX COS INC NEW	17,683	$2.14M	0.3%	+811	Timeline
GFEBFIRST TR EXCHNG TRADED FD VI	57,057	$2.13M	0.3%	0	Timeline
BNDVANGUARD BD INDEX FDS	29,307	$2.11M	0.3%	+647	Timeline
VLTOVERALTO CORP	20,248	$2.06M	0.29%	+1,600	Timeline
ISTBISHARES TR	42,320	$2.02M	0.29%	+528	Timeline
GDXVANECK ETF TRUST	59,565	$2.02M	0.29%	+1,265	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	41,228	$2.01M	0.28%	+838	Timeline
XLKSELECT SECTOR SPDR TR	8,575	$1.99M	0.28%	-314	Timeline
CSCOCISCO SYS INC	33,196	$1.97M	0.28%	-1,373	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	34,043	$1.95M	0.28%	-2,041	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	3,742	$1.95M	0.28%	-573	Timeline
IJTISHARES TR	13,694	$1.85M	0.26%	+1,800	Timeline
DTMDT MIDSTREAM INC	18,465	$1.84M	0.26%	+888	Timeline
MPCMARATHON PETE CORP	13,142	$1.83M	0.26%	+129	Timeline
SKYYFIRST TR EXCHANGE-TRADED FD	14,946	$1.78M	0.25%	-250	Timeline
RWRSPDR SERIES TRUST	17,875	$1.77M	0.25%	0	Timeline
DUKDUKE ENERGY CORP NEW	16,284	$1.75M	0.25%	-2,578	Timeline
GJULFIRST TR EXCHNG TRADED FD VI	47,275	$1.73M	0.25%	0	Timeline
MSCIMSCI INC	2,799	$1.68M	0.24%	-479	Timeline
EMREMERSON ELEC CO	13,527	$1.68M	0.24%	-180	Timeline
QCOMQUALCOMM INC	10,829	$1.66M	0.24%	+291	Timeline
FYXFIRST TR EXCHANGE-TRADED ALP	16,188	$1.64M	0.23%	+2,396	Timeline
RTXRTX CORPORATION	14,061	$1.63M	0.23%	+305	Timeline
VOTVANGUARD INDEX FDS	6,313	$1.6M	0.23%	-84	Timeline
LHXL3HARRIS TECHNOLOGIES INC	7,606	$1.6M	0.23%	-85	Timeline
NKENIKE INC	21,106	$1.6M	0.23%	+1,087	Timeline
VZVERIZON COMMUNICATIONS INC	39,744	$1.59M	0.23%	-7,465	Timeline
TGTTARGET CORP	11,701	$1.58M	0.22%	-7,048	Timeline
PFFISHARES TR	49,145	$1.54M	0.22%	-4,293	Timeline
SYYSYSCO CORP	20,141	$1.54M	0.22%	-737	Timeline
EDCONSOLIDATED EDISON INC	17,173	$1.53M	0.22%	-691	Timeline
IJSISHARES TR	13,955	$1.52M	0.21%	+2,300	Timeline
HYGISHARES TR	19,244	$1.51M	0.21%	+2,051	Timeline
GRMNGARMIN LTD	7,252	$1.5M	0.21%	-380	Timeline
GMAYFIRST TR EXCHNG TRADED FD VI	40,434	$1.49M	0.21%	0	Timeline
VEAVANGUARD TAX-MANAGED FDS	30,852	$1.47M	0.21%	+3,110	Timeline
CRWDCROWDSTRIKE HLDGS INC	4,250	$1.45M	0.21%	new	Timeline
TXNTEXAS INSTRS INC	7,755	$1.45M	0.21%	-194	Timeline
ACWXISHARES TR	27,855	$1.45M	0.21%	+5,170	Timeline
SCHWCHARLES SCHWAB CORP (THE)	19,470	$1.44M	0.2%	-5,069	Timeline
VWOVANGUARD INTL EQUITY INDEX F	32,552	$1.43M	0.2%	+2,067	Timeline
SOXXISHARES TR	6,635	$1.43M	0.2%	+233	Timeline
BACBANK OF AMER CORP	31,537	$1.39M	0.2%	+205	Timeline
VNQVANGUARD INDEX FDS	15,165	$1.35M	0.19%	+50	Timeline
GLDSPDR GOLD TR	5,532	$1.34M	0.19%	+625	Timeline
DHID R HORTON INC	9,485	$1.33M	0.19%	new	Timeline
XLUSELECT SECTOR SPDR TR	17,469	$1.32M	0.19%	-1,470	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	36,003	$1.29M	0.18%	new	Timeline
VRSKVERISK ANALYTICS INC	4,619	$1.27M	0.18%	+125	Timeline
ODFLOLD DOMINION FREIGHT LINE IN	7,029	$1.24M	0.18%	+125	Timeline
CMECME GROUP INC	5,327	$1.24M	0.18%	-81	Timeline
NSCNORFOLK SOUTHN CORP	5,189	$1.22M	0.17%	+20	Timeline
IJKISHARES TR	13,173	$1.2M	0.17%	+2,325	Timeline
XLYSELECT SECTOR SPDR TR	5,335	$1.2M	0.17%	-129	Timeline
SPGIS&P GLOBAL INC	2,375	$1.18M	0.17%	+27	Timeline
VBKVANGUARD INDEX FDS	4,205	$1.18M	0.17%	+239	Timeline
PAPRINNOVATOR ETFS TRUST	31,379	$1.15M	0.16%	-10,000	Timeline
GOCTFIRST TR EXCHNG TRADED FD VI	32,875	$1.15M	0.16%	+795	Timeline
AVYAVERY DENNISON CORP	6,103	$1.14M	0.16%	-1,500	Timeline
CHKPCHECK POINT SOFTWARE TECH LT	6,060	$1.13M	0.16%	+50	Timeline
SPSBSPDR SERIES TRUST	37,761	$1.13M	0.16%	+3,350	Timeline
GJUNFIRST TR EXCHNG TRADED FD VI	31,100	$1.12M	0.16%	-300	Timeline
CITHE CIGNA GROUP	4,002	$1.11M	0.16%	+676	Timeline
DDOMINION ENERGY INC	19,954	$1.07M	0.15%	-778	Timeline
IWDISHARES TR	5,694	$1.05M	0.15%	-85	Timeline
PAUGINNOVATOR ETFS TRUST	27,121	$1.04M	0.15%	0	Timeline
PYPLPAYPAL HLDGS INC	12,065	$1.03M	0.15%	-190	Timeline
UPSUNITED PARCEL SVCS INC	8,161	$1.03M	0.15%	-1,620	Timeline
KRESPDR SERIES TRUST	16,989	$1.03M	0.15%	-3,525	Timeline
PDECINNOVATOR ETFS TRUST	26,078	$1M	0.14%	-700	Timeline
CARRCARRIER GLOBAL CORPORATION	14,065	$960K	0.14%	-45	Timeline
VOEVANGUARD INDEX FDS	5,877	$951K	0.13%	+370	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	10,621	$933K	0.13%	-500	Timeline
CINFCINCINNATI FINL CORP	6,487	$932K	0.13%	+10	Timeline
CTVACORTEVA INC	16,115	$918K	0.13%	+590	Timeline
CSXCSX CORP	28,323	$914K	0.13%	-23,494	Timeline
PSEPINNOVATOR ETFS TRUST	23,355	$913K	0.13%	-400	Timeline
PFEPFIZER INC	33,872	$898K	0.13%	+236	Timeline
COFCAPITAL ONE FINL CORP	5,010	$893K	0.13%	+65	Timeline
DTEDTE ENERGY CO	7,337	$886K	0.13%	-20	Timeline
IVWISHARES TR	8,653	$878K	0.12%	+109	Timeline
VBRVANGUARD INDEX FDS	4,413	$875K	0.12%	+103	Timeline
MDTMEDTRONIC PLC	10,881	$869K	0.12%	-255	Timeline
CDWCDW CORP	4,989	$868K	0.12%	-1,580	Timeline
XPOXPO INC	6,185	$811K	0.11%	+590	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,613	$794K	0.11%	-487	Timeline
POCTINNOVATOR ETFS TRUST	19,232	$761K	0.11%	-1,915	Timeline
METMETLIFE INC	8,800	$721K	0.1%	-25	Timeline
GOOGALPHABET INC	3,774	$719K	0.1%	-715	Timeline
TAT&T INC	30,716	$699K	0.1%	-1,352	Timeline
GISGENERAL MILLS INC	10,735	$685K	0.1%	-404	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	1	$681K	0.1%	0	Timeline
TFCTRUIST FINL CORP	15,368	$667K	0.09%	0	Timeline
BMYBRISTOL-MYERS SQUIBB CO	11,683	$661K	0.09%	-1,809	Timeline
DVADAVITA INC	4,381	$655K	0.09%	+40	Timeline
BDXBECTON DICKINSON & CO	2,875	$652K	0.09%	-196	Timeline
CLCOLGATE PALMOLIVE CO	7,110	$646K	0.09%	-227	Timeline
SHWSHERWIN WILLIAMS CO	1,883	$640K	0.09%	+52	Timeline
AVGOBROADCOM INC	2,668	$619K	0.09%	+1,338	Timeline
ITAISHARES TR	4,115	$598K	0.08%	+40	Timeline
TSLATESLA INC	1,422	$574K	0.08%	+105	Timeline
IEFAISHARES TR	8,003	$562K	0.08%	0	Timeline
MARMARRIOTT INTL INC NEW	2,000	$558K	0.08%	0	Timeline
IDCCINTERDIGITAL INC	2,531	$490K	0.07%	0	Timeline
PNOVINNOVATOR ETFS TRUST	12,865	$487K	0.07%	-635	Timeline
AXPAMERICAN EXPRESS CO	1,596	$474K	0.07%	0	Timeline
OTISOTIS WORLDWIDE CORP	5,001	$463K	0.07%	+357	Timeline
RCLROYAL CARIBBEAN GROUP	2,000	$461K	0.07%	0	Timeline
YUMYUM BRANDS INC	3,319	$445K	0.06%	-137	Timeline
HACKAMPLIFY ETF TR	5,920	$441K	0.06%	+500	Timeline
PNCPNC FINL SVCS GROUP INC	2,132	$411K	0.06%	+132	Timeline
TROWPRICE T ROWE GROUP INC	3,622	$410K	0.06%	+127	Timeline
GPCGENUINE PARTS CO	3,464	$404K	0.06%	-100	Timeline
IVVISHARES TR	676	$398K	0.06%	-27	Timeline
NWSANEWS CORP NEW	14,392	$396K	0.06%	+95	Timeline
IWPISHARES TR	3,079	$390K	0.06%	+190	Timeline
IYRISHARES TR	4,186	$390K	0.06%	0	Timeline
XLESELECT SECTOR SPDR TR	4,521	$387K	0.05%	-99	Timeline
IEMGISHARES INC	7,334	$383K	0.05%	+1,500	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,827	$358K	0.05%	-78	Timeline
XLVSELECT SECTOR SPDR TR	2,556	$352K	0.05%	+15	Timeline
DOWDOW HLDGS INC	8,759	$351K	0.05%	-2,189	Timeline
BABOEING CO	1,977	$350K	0.05%	-1,046	Timeline
UBSIUNITED BANKSHARES INC WEST V	9,258	$348K	0.05%	0	Timeline
VOOVANGUARD INDEX FDS	634	$342K	0.05%	0	Timeline
AEPAMERICAN ELEC PWR CO INC	3,603	$332K	0.05%	-212	Timeline
SLVISHARES SILVER TR	12,475	$328K	0.05%	+935	Timeline
HBANHUNTINGTON BANCSHARES INC	19,845	$323K	0.05%	0	Timeline
UNPUNION PAC CORP	1,408	$321K	0.05%	0	Timeline
XLISELECT SECTOR SPDR TR	2,397	$316K	0.04%	+1,498	Timeline
AJGGALLAGHER ARTHUR J & CO	1,106	$314K	0.04%	0	Timeline
CMCSACOMCAST CORP NEW	8,110	$304K	0.04%	-510	Timeline
FSLRFIRST SOLAR INC	1,666	$294K	0.04%	+765	Timeline
PJULINNOVATOR ETFS TRUST	6,977	$287K	0.04%	0	Timeline
IVEISHARES TR	1,385	$264K	0.04%	0	Timeline
ELVELEVANCE HEALTH INC FORMERLY	715	$264K	0.04%	0	Timeline
TIPISHARES TR	2,417	$258K	0.04%	-739	Timeline
ALBALBEMARLE CORP	2,960	$255K	0.04%	+525	Timeline
XYLXYLEM INC	2,196	$255K	0.04%	+125	Timeline
LMTLOCKHEED MARTIN CORP	509	$247K	0.04%	-15	Timeline
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS	8,562	$240K	0.03%	-11,126
ORLYOREILLY AUTOMOTIVE INC	200	$237K	0.03%	0	Timeline
ADMARCHER DANIELS MIDLAND CO	4,617	$233K	0.03%	-1,585	Timeline
SDYSPDR SERIES TRUST	1,742	$230K	0.03%	-152	Timeline
AIAISHARES TR	3,375	$229K	0.03%	-40	Timeline
GDGENERAL DYNAMICS CORP	841	$222K	0.03%	0	Timeline
LQDISHARES TR	2,054	$219K	0.03%	-280	Timeline
FVFIRST TR EXCHANGE TRADED FD	3,700	$219K	0.03%	-400	Timeline
USBUS BANCORP	4,410	$211K	0.03%	-1,310	Timeline
BABAALIBABA GROUP HLDG LTD	2,350	$199K	0.03%	0	Timeline
SHELSHELL PLC	3,175	$199K	0.03%	-35	Timeline
REMXVANECK ETF TRUST	5,000	$195K	0.03%	0	Timeline
GSGOLDMAN SACHS GROUP INC	334	$191K	0.03%	-73	Timeline
BNYBANK OF NY MELLON CORP	2,361	$181K	0.03%	-420	Timeline
XLPSELECT SECTOR SPDR TR	2,248	$177K	0.03%	-61	Timeline
LYVLIVE NATION ENTERTAINMENT IN	1,363	$177K	0.03%	+110	Timeline
PNWPINNACLE WEST CAP CORP	1,975	$167K	0.02%	-165	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	1,120	$167K	0.02%	0	Timeline
VYMVANGUARD WHITEHALL FDS	1,300	$166K	0.02%	0	Timeline
RXORXO INC	6,921	$165K	0.02%	+1,680	Timeline
PMPHILIP MORRIS INTL INC	1,357	$163K	0.02%	-100	Timeline
ESOAENERGY SERVICES OF AMER CORP	12,909	$163K	0.02%	0	Timeline
PHPARKER-HANNIFIN CORP	251	$160K	0.02%	-50	Timeline
TRVTRAVELERS COMPANIES INC	641	$154K	0.02%	+170	Timeline
IDXXIDEXX LABS INC	369	$153K	0.02%	-400	Timeline
ROKROCKWELL AUTOMATION INC	520	$149K	0.02%	0	Timeline
MOALTRIA GROUP INC	2,813	$147K	0.02%	-700	Timeline
HSYHERSHEY CO	844	$143K	0.02%	-5	Timeline
VTVVANGUARD INDEX FDS	832	$141K	0.02%	-34	Timeline
WSBCWESBANCO INC	4,200	$137K	0.02%	0	Timeline
BPBP PLC	4,576	$135K	0.02%	-130	Timeline
ADIANALOG DEVICES INC	628	$133K	0.02%	0	Timeline
BXBLACKSTONE INC	712	$123K	0.02%	0	Timeline
PRUPRUDENTIAL FINL INC	1,018	$121K	0.02%	0	Timeline
MMM3M CO	925	$119K	0.02%	+120	Timeline
SLFSUN LIFE FINANCIAL INC.	2,000	$119K	0.02%	0	Timeline
JHMMJOHN HANCOCK EXCHANGE TRADED	1,970	$118K	0.02%	0	Timeline
PMLPIMCO MUN INCOME FD II	14,537	$118K	0.02%	0	Timeline
CRMSALESFORCE INC	351	$117K	0.02%	0	Timeline
IGFISHARES TR	2,186	$114K	0.02%	-40	Timeline
MCKMCKESSON CORP	200	$114K	0.02%	0	Timeline
SPYDSPDR SERIES TRUST	2,575	$111K	0.02%	+181	Timeline
FPXFIRST TR EXCHANGE-TRADED FD	900	$108K	0.02%	0	Timeline
EQIXEQUINIX INC	112	$106K	0.01%	0	Timeline
FICOFAIR ISAAC CORP	53	$106K	0.01%	0	Timeline
GLWCORNING INC	2,165	$103K	0.01%	+1,455	Timeline
WFCWELLS FARGO & CO	1,460	$103K	0.01%	+300	Timeline
ETENERGY TRANSFER L P	4,963	$97.2K	0.01%	0	Timeline
CCLCARNIVAL CORP	3,900	$97.1K	0.01%	-1,700	Timeline
XTLSPDR SERIES TRUST	900	$96.3K	0.01%	-125	Timeline
FNXFIRST TR EXCHANGE-TRADED ALP	825	$95.5K	0.01%	0	Timeline
MDUMDU RES GROUP INC	5,130	$92.4K	0.01%	-575	Timeline
BAXBAXTER INTL INC	3,108	$90.6K	0.01%	-2,755	Timeline
ECGEVERUS CONSTR GROUP	1,328	$87.3K	0.01%	new	Timeline
IJJISHARES TR	690	$86.2K	0.01%	0	Timeline
DIASTATE STR SPDR DOW JONES IND	200	$85.1K	0.01%	0	Timeline
IRINGERSOLL RAND INC	940	$85K	0.01%	0	Timeline
LDOSLEIDOS HOLDINGS INC	561	$80.8K	0.01%	+311	Timeline
EPDENTERPRISE PRODS PARTNERS L	2,566	$80.5K	0.01%	0	Timeline
CNICANADIAN NATL RY CO	770	$78.2K	0.01%	0	Timeline
TOLTOLL BROTHERS INC	612	$77.1K	0.01%	0	Timeline
VUGVANGUARD INDEX FDS	186	$76.3K	0.01%	0	Timeline
ETNEATON CORP PLC	222	$73.7K	0.01%	-28	Timeline
BALLBALL CORP	1,297	$71.5K	0.01%	-210	Timeline
QUALISHARES TR	400	$71.2K	0.01%	0	Timeline
VBVANGUARD INDEX FDS	294	$70.6K	0.01%	0	Timeline
PLTMGRANITESHARES PLATINUM TR	8,000	$70.3K	0.01%	0	Timeline
PFGPRINCIPAL FINANCIAL GROUP IN	908	$70.3K	0.01%	+200	Timeline
XYZBLOCK INC	818	$69.5K	0.01%	+65	Timeline
AGGISHARES TR	699	$67.7K	0.01%	-58	Timeline
EWJISHARES INC	1,000	$67.1K	0.01%	+200	Timeline
APHAMPHENOL CORP	960	$66.7K	0.01%	0	Timeline
ISRGINTUITIVE SURGICAL INC	126	$65.8K	0.01%	0	Timeline
KMIKINDER MORGAN INC DEL	2,399	$65.7K	0.01%	+1,834	Timeline
VHTVANGUARD WORLD FD	259	$65.7K	0.01%	0	Timeline
KRKROGER CO	1,074	$65.7K	0.01%	0	Timeline
VGTVANGUARD WORLD FD	105	$65.3K	0.01%	0	Timeline
NUENUCOR CORP	555	$64.8K	0.01%	0	Timeline
DKNGDRAFTKINGS INC NEW	1,720	$64K	0.01%	0	Timeline
VPUVANGUARD WORLD FD	388	$63.4K	0.01%	-60	Timeline
VMBSVANGUARD SCOTTSDALE FDS	1,313	$59.5K	0.01%	0	Timeline
SCHGSCHWAB STRATEGIC TR	2,100	$58.5K	0.01%	+1,558	Timeline
BLKBLACKROCK INC	57	$58.4K	0.01%	new	Timeline
PMAYINNOVATOR ETFS TRUST	1,577	$56.6K	0.01%	0	Timeline
KNFKNIFE RIVER CORP	554	$56.3K	0.01%	-25	Timeline
HYLSFIRST TR EXCHANGE-TRADED FD	1,355	$56K	0.01%	0	Timeline
NCLHNORWEGIAN CRUISE LINE HLDGS	2,100	$54K	0.01%	0	Timeline
SPYGSPDR SERIES TRUST	610	$53.6K	0.01%	-30	Timeline
EXCEXELON CORP	1,375	$51.7K	0.01%	-160	Timeline
DGDOLLAR GEN CORP	680	$51.5K	0.01%	-504	Timeline
LNGCHENIERE ENERGY INC	234	$50.3K	0.01%	new	Timeline
CPCANADIAN PACIFIC KANSAS CITY	688	$49.8K	0.01%	0	Timeline
EVRGEVERGY INC	808	$49.7K	0.01%	0	Timeline
EMLPFIRST TR EXCHANGE-TRADED FD	1,300	$46.3K	0.01%	-116	Timeline
INTCINTEL CORP	2,301	$46.1K	0.01%	-1,966	Timeline
BDJBLACKROCK ENHANCED EQUITY DI	5,512	$45.6K	0.01%	0	Timeline
VRTVERTIV HOLDINGS CO	400	$45.4K	0.01%	new	Timeline
QCLNFIRST TR EXCHANGE-TRADED FD	1,310	$44.4K	0.01%	-155	Timeline
ERHALLSPRING UTILITIES AND HIGH	4,117	$44.1K	0.01%	0	Timeline
IWYISHARES TR	185	$43.5K	0.01%	0	Timeline
CVSCVS HEALTH CORP	960	$43.1K	0.01%	-865	Timeline
DDDUPONT DE NEMOURS INC	563	$42.9K	0.01%	+42	Timeline
PAYXPAYCHEX INC	300	$42.1K	0.01%	new	Timeline
GMGENERAL MTRS CO	785	$41.8K	0.01%	0	Timeline
MDLZMONDELEZ INTL INC	700	$41.8K	0.01%	0	Timeline
PWRQUANTA SVCS INC	129	$40.8K	0.01%	-30	Timeline
FASTFASTENAL CO	564	$40.6K	0.01%	0	Timeline
EIXEDISON INTL	500	$39.9K	0.01%	0	Timeline
GDDYGODADDY INC	200	$39.5K	0.01%	0	Timeline
AMATAPPLIED MATLS INC	240	$39K	0.01%	new	Timeline
CPTCAMDEN PPTY TR	300	$34.8K	<0.01%	0	Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	200	$34.6K	<0.01%	0
CCITIGROUP INC	490	$34.5K	<0.01%	0	Timeline
PNFPPINNACLE FINANCIAL PARTNERS	300	$34.3K	<0.01%	0	Timeline
FEFIRSTENERGY CORP	862	$34.3K	<0.01%	0	Timeline
VXFVANGUARD INDEX FDS	180	$34.2K	<0.01%	0	Timeline
HPIHANCOCK JOHN PFD INCOME FD	2,000	$33.2K	<0.01%	0	Timeline
FEMFIRST TR EXCH TRD ALPHDX FD	1,450	$31.9K	<0.01%	0	Timeline
CLXCLOROX CO DEL	196	$31.8K	<0.01%	-74	Timeline
SNOWSNOWFLAKE INC	200	$30.9K	<0.01%	0	Timeline
RITMRITHM CAPITAL CORP	2,850	$30.9K	<0.01%	0	Timeline
VVVVALVOLINE INC	823	$29.8K	<0.01%	0	Timeline
SRLNSSGA ACTIVE ETF TR	707	$29.5K	<0.01%	0	Timeline
IFVFIRST TR EXCHANGE TRADED FD	1,500	$28.7K	<0.01%	0	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	50	$28.5K	<0.01%	0	Timeline
FDXFEDEX CORP	100	$28.1K	<0.01%	new	Timeline
GILDGILEAD SCIENCES INC	300	$27.7K	<0.01%	0	Timeline
CBCHUBB LIMITED	99	$27.4K	<0.01%	0	Timeline
KFYKORN FERRY	400	$27K	<0.01%	0	Timeline
EMBISHARES TR	300	$26.7K	<0.01%	-30	Timeline
CBRLCRACKER BARREL OLD CTRY STOR	500	$26.4K	<0.01%	0	Timeline
FMCFMC CORP	536	$26.1K	<0.01%	0	Timeline
IBITISHARES BITCOIN TRUST ETF	488	$25.9K	<0.01%	+238	Timeline
PFEBINNOVATOR ETFS TRUST	700	$25.8K	<0.01%	0	Timeline
IGSBISHARES TR	490	$25.3K	<0.01%	0	Timeline
PRKSUNITED PARKS & RESORTS INC	450	$25.3K	<0.01%	0	Timeline
HDVISHARES TR	225	$25.3K	<0.01%	0	Timeline
SIVRABRDN SILVER ETF TRUST	875	$24.1K	<0.01%	0	Timeline
AMLPALPS ETF TR	500	$24.1K	<0.01%	0	Timeline
IYWISHARES TR	150	$23.9K	<0.01%	0	Timeline
VFHVANGUARD WORLD FD	200	$23.6K	<0.01%	0	Timeline
RFREGIONS FINANCIAL CORP NEW	1,000	$23.5K	<0.01%	0	Timeline
IWOISHARES TR	80	$23K	<0.01%	0	Timeline
EOSEATON VANCE ENHANCED EQUITY	960	$23K	<0.01%	0	Timeline
CHTRCHARTER COMMUNICATIONS INC	65	$22.3K	<0.01%	0	Timeline
PDBCINVESCO ACTVELY MNGD ETC FD	1,700	$22.1K	<0.01%	-325	Timeline
FCBCFIRST CMNTY BANKSHARES INC V	525	$21.9K	<0.01%	0	Timeline
WBDWARNER BROS DISCOVERY INC	2,011	$21.2K	<0.01%	-221	Timeline
SILASILA REALTY TRUST INC	869	$21.1K	<0.01%	0	Timeline
TMUST-MOBILE US INC	95	$21K	<0.01%	0	Timeline
FFORD MTR CO	2,090	$20.7K	<0.01%	0	Timeline
CPBTHE CAMPBELLS COMPANY	460	$19.3K	<0.01%	0	Timeline
XLCSELECT SECTOR SPDR TR	196	$19K	<0.01%	+15	Timeline
BHRBBURKE HERBERT FINL SVCS CORP	302	$18.8K	<0.01%	0	Timeline
CAGCONAGRA BRANDS INC	635	$17.6K	<0.01%	-950	Timeline
ARIAPOLLO COML REAL ESTATE FIN	2,000	$17.3K	<0.01%	0	Timeline
PCTPURECYCLE TECHNOLOGIES INC	1,613	$16.5K	<0.01%	0	Timeline
FYCFIRST TR EXCHANGE-TRADED ALP	211	$16.3K	<0.01%	0	Timeline
SWKSSKYWORKS SOLUTIONS INC	182	$16.1K	<0.01%	0	Timeline
PJUNINNOVATOR ETFS TRUST	430	$16.1K	<0.01%	0	Timeline
SPYVSPDR SERIES TRUST	305	$15.6K	<0.01%	-10	Timeline
SPHBINVESCO EXCH TRADED FD TR II	175	$15.5K	<0.01%	0	Timeline
LULULULULEMON ATHLETICA INC	40	$15.3K	<0.01%	0	Timeline
IEXIDEX CORP	70	$14.7K	<0.01%	0	Timeline
DEODIAGEO PLC	111	$14.1K	<0.01%	0	Timeline
NBIXNEUROCRINE BIOSCIENCES INC	100	$13.7K	<0.01%	0	Timeline
HAILSPDR SERIES TRUST	480	$13.6K	<0.01%	-45	Timeline
NVSNOVARTIS AG	135	$13.1K	<0.01%	0	Timeline
KMBKIMBERLY-CLARK CORP	100	$13.1K	<0.01%	new	Timeline
SPHDINVESCO EXCH TRADED FD TR II	270	$13K	<0.01%	0	Timeline
FTAFIRST TR EXCHANGE-TRADED ALP	165	$12.6K	<0.01%	0	Timeline
PPAINVESCO EXCHANGE TRADED FD T	108	$12.4K	<0.01%	0	Timeline
NNNNNN REIT INC	300	$12.3K	<0.01%	0	Timeline
PMMFRANKLIN MANAGED MUN INCOME	2,000	$11.9K	<0.01%	0	Timeline
STTSTATE STR CORP	120	$11.8K	<0.01%	new	Timeline
RWXSPDR INDEX SHS FDS	500	$11.5K	<0.01%	0	Timeline
IGLBISHARES TR	230	$11.4K	<0.01%	0	Timeline
JPCNUVEEN PFD & INCOME OPPORTUN	1,435	$11.3K	<0.01%	0	Timeline
WPMWHEATON PRECIOUS METALS CORP	199	$11.2K	<0.01%	0	Timeline
LRCXLAM RESEARCH CORP	150	$10.8K	<0.01%	new	Timeline
CSIQCANADIAN SOLAR INC	947	$10.5K	<0.01%	-139	Timeline
XLBSELECT SECTOR SPDR TR	125	$10.5K	<0.01%	+50	Timeline
MKLMARKEL GROUP INC	12	$10.2K	<0.01%	0	Timeline
TANINVESCO EXCH TRADED FD TR II	300	$9.93K	<0.01%	-35	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	50	$9.87K	<0.01%	0	Timeline
FTSLFIRST TR EXCHANGE-TRADED FD	200	$9.25K	<0.01%	0	Timeline
IGIBISHARES TR	170	$8.76K	<0.01%	0	Timeline
MKCMCCORMICK & CO INC	114	$8.69K	<0.01%	0	Timeline
UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW	250	$8.49K	<0.01%	0
HPQHP INC	250	$8.16K	<0.01%	new	Timeline
MVBFMVB FINL CORP	380	$7.87K	<0.01%	0	Timeline
EPPISHARES INC	175	$7.67K	<0.01%	0	Timeline
INGING GROEP N.V.	487	$7.63K	<0.01%	0	Timeline
WYWEYERHAEUSER CO	270	$7.6K	<0.01%	new	Timeline
XETYXEATON VANCE TAX-MANAGED DIVE	506	$7.56K	<0.01%	0	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	100	$7.4K	<0.01%	0	Timeline
RMDRESMED INC	32	$7.32K	<0.01%	0	Timeline
BBBLACKBERRY LTD	1,875	$7.07K	<0.01%	0	Timeline
MUMICRON TECHNOLOGY INC	75	$6.31K	<0.01%	0	Timeline
KCESPDR SERIES TRUST	45	$6.2K	<0.01%	0	Timeline
ARCADIUM LITHIUM PLCARCADIUM LITHIUM PLC	1,205	$6.18K	<0.01%	0
TEAMATLASSIAN CORPORATION	25	$6.08K	<0.01%	0	Timeline
ARKKARK ETF TR	105	$5.96K	<0.01%	0	Timeline
PEBOPEOPLES BANCORP INC	185	$5.86K	<0.01%	0	Timeline
ELLAUDER ESTEE COS INC	75	$5.62K	<0.01%	-1,255	Timeline
HPEHEWLETT PACKARD ENTERPRISE C	250	$5.33K	<0.01%	new	Timeline
NOWSERVICENOW INC	5	$5.3K	<0.01%	0	Timeline
KARSKRANESHARES TRUST	245	$5.13K	<0.01%	0	Timeline
SYKSTRYKER CORPORATION	14	$5.04K	<0.01%	0	Timeline
BABINVESCO EXCH TRADED FD TR II	189	$4.94K	<0.01%	0	Timeline
ARCCARES CAPITAL CORP	225	$4.92K	<0.01%	0	Timeline
BATTAMPLIFY ETF TR	555	$4.88K	<0.01%	-285	Timeline
EFVISHARES TR	84	$4.41K	<0.01%	0	Timeline
KKELLANOVA	50	$4.05K	<0.01%	0	Timeline
TAGSTEUCRIUM COMMODITY TR	150	$3.77K	<0.01%	0	Timeline
BILSPDR SERIES TRUST	40	$3.66K	<0.01%	-110	Timeline
MELIMERCADOLIBRE INC	2	$3.4K	<0.01%	0	Timeline
PBWINVESCO EXCHANGE TRADED FD T	150	$3K	<0.01%	0	Timeline
OMCOMNICOM GROUP INC	34	$2.92K	<0.01%	0	Timeline
UAAUNDER ARMOUR INC	350	$2.9K	<0.01%	0	Timeline
PPGPPG INDS INC	24	$2.87K	<0.01%	0	Timeline
VSTVISTRA CORP	20	$2.76K	<0.01%	new	Timeline
FROGJFROG LTD	90	$2.65K	<0.01%	0	Timeline
CCJCAMECO CORP	48	$2.47K	<0.01%	new	Timeline
JNKSPDR SERIES TRUST	25	$2.39K	<0.01%	0	Timeline
BIOBIO RAD LABS INC	7	$2.3K	<0.01%	-30	Timeline
RAMPLIVERAMP HLDGS INC	75	$2.28K	<0.01%	0	Timeline
NIONIO INC	500	$2.18K	<0.01%	0	Timeline
AORISHARES TR	35	$2K	<0.01%	0	Timeline
TWLOTWILIO INC	15	$1.62K	<0.01%	0	Timeline
NWLNEWELL BRANDS INC	157	$1.56K	<0.01%	0	Timeline
BCEBCE INC	57	$1.32K	<0.01%	0	Timeline
AMPLIFY ALTERNATIVE HARVEST…AMPLIFY ALTERNATIVE HARVEST ETF	570	$1.28K	<0.01%	0
UNITI GROUP INCUNITI GROUP INC	166	$913	<0.01%	0
NOKNOKIA CORP	201	$890	<0.01%	0	Timeline
BTCGRAYSCALE BITCOIN MINI TR ET	20	$837	<0.01%	new	Timeline
NVANOVA MINERALS LTD	52	$719	<0.01%	-75	Timeline
KDKYNDRYL HLDGS INC	20	$691	<0.01%	0	Timeline
PDIPIMCO DYNAMIC INCOME FD	25	$458	<0.01%	0	Timeline
BARRICK GOLD CORPBARRICK GOLD CORP	15	$232	<0.01%	0
Greenpower Motor CoGreenpower Motor Co	132	$100	<0.01%	0
NKLAQNIKOLA CORP	69	$80	<0.01%	0	Timeline
SNDLSNDL INC	7	$12	<0.01%	0	Timeline
IBIOIBIO INC	4	$9	<0.01%	0	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
BLACKROCK INCBLACKROCK INC	58	$55.1K	shares
SPEMSPDR INDEX SHS FDS	500	$20.6K	shares
LAM RESEARCH CORPLAM RESEARCH CORP	15	$12.2K	shares
PSKSPDR SERIES TRUST	250	$8.91K	shares
ESEVERSOURCE ENERGY	81	$5.51K	shares
MARATHON OIL CORPMARATHON OIL CORP	147	$3.91K	shares
MRNAMODERNA INC	40	$2.67K	shares
ORMPORAMED PHARMACEUTICALS INC	1,070	$2.61K	shares
BLBDBLUE BIRD CORP	50	$2.4K	shares
FXIISHARES TR	55	$1.75K	shares
CRSPCRISPR THERAPEUTICS AG	20	$939	shares
Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF	100	$563	shares
ALPINE 4 HLDGS INC CLASS AALPINE 4 HLDGS INC CLASS A	214	$74	shares
NVAWWNOVA MINERALS LTD	50	$62	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000726854-25-000001	base		2025-01-16	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC