Crews Bank & Trust

13F filer, CIK 2052279, PORT CHARLOTTE, FL

Crews Bank & Trust reported $593,378,065 across 609 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-23. Its ten largest share positions make up 46.39% of the portfolio.

Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001140361-25-001717

Period: 2024-12-31
Reported value: $593M
Holdings: 609
Top 10 weight: 46.39%
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Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001140361-25-001717, largest first. % of portfolio is the value over $593,378,065, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
SPYMSPDR SERIES TRUST	969,010	$66.8M	11.26%	Timeline
SLQDISHARES TR	630,908	$31.4M	5.29%	Timeline
VYMVANGUARD WHITEHALL FDS	222,191	$28.3M	4.78%	Timeline
SPSMSPDR SERIES TRUST	603,516	$27.1M	4.57%	Timeline
VIGVANGUARD SPECIALIZED FUNDS	132,614	$26M	4.38%	Timeline
VUGVANGUARD INDEX FDS	53,090	$21.8M	3.67%	Timeline
SPMDSPDR SERIES TRUST	377,412	$20.6M	3.48%	Timeline
AAPLAPPLE INC	78,198	$19.6M	3.3%	Timeline
SPIBSPDR SERIES TRUST	536,786	$17.6M	2.96%	Timeline
VCITVANGUARD SCOTTSDALE FDS	200,151	$16.1M	2.71%	Timeline
EUSAISHARES INC	150,193	$14.3M	2.41%	Timeline
RSPINVESCO EXCHANGE TRADED FD T	75,604	$13.2M	2.23%	Timeline
MSFTMICROSOFT CORP	31,300	$13.2M	2.22%	Timeline
PSKSPDR SERIES TRUST	290,655	$9.59M	1.62%	Timeline
BSVVANGUARD BD INDEX FDS	115,964	$8.96M	1.51%	Timeline
XLKSELECT SECTOR SPDR TR	29,690	$6.9M	1.16%	Timeline
VVISA INC	21,462	$6.78M	1.14%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	10,156	$5.95M	1%	Timeline
DGROISHARES TR	96,741	$5.93M	1%	Timeline
VUSBVANGUARD BD INDEX FDS	116,158	$5.76M	0.97%	Timeline
QQQINVESCO QQQ TR	10,793	$5.52M	0.93%	Timeline
VTIVANGUARD INDEX FDS	17,396	$5.04M	0.85%	Timeline
AMZNAMAZON COM INC	22,775	$5M	0.84%	Timeline
GOOGLALPHABET INC	26,361	$4.99M	0.84%	Timeline
ISHARES TRISHARES TR	192,270	$4.82M	0.81%
LLYELI LILLY & CO	6,045	$4.67M	0.79%	Timeline
IBDRISHARES TR	182,645	$4.4M	0.74%	Timeline
IWMISHARES TR	18,511	$4.09M	0.69%	Timeline
IBDSISHARES TR	165,270	$3.96M	0.67%	Timeline
JPMJPMORGAN CHASE & CO	16,431	$3.94M	0.66%	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	6,450	$3.67M	0.62%	Timeline
VNQVANGUARD INDEX FDS	39,388	$3.51M	0.59%	Timeline
PFFISHARES TR	103,620	$3.26M	0.55%	Timeline
HDHOME DEPOT INC	8,098	$3.15M	0.53%	Timeline
IBDTISHARES TR	119,055	$2.96M	0.5%	Timeline
GOOGALPHABET INC	15,225	$2.9M	0.49%	Timeline
LQDISHARES TR	26,806	$2.86M	0.48%	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	17,951	$2.67M	0.45%	Timeline
JNJJOHNSON & JOHNSON	17,553	$2.54M	0.43%	Timeline
MCDMCDONALDS CORP	8,577	$2.49M	0.42%	Timeline
VOXVANGUARD WORLD FD	15,488	$2.4M	0.4%	Timeline
PFFDGLOBAL X FDS	122,055	$2.38M	0.4%	Timeline
XLVSELECT SECTOR SPDR TR	16,644	$2.29M	0.39%	Timeline
XLFSELECT SECTOR SPDR TR	47,153	$2.28M	0.38%	Timeline
QCOMQUALCOMM INC	14,735	$2.26M	0.38%	Timeline
XLYSELECT SECTOR SPDR TR	10,003	$2.24M	0.38%	Timeline
HDVISHARES TR	17,882	$2.01M	0.34%	Timeline
XLUSELECT SECTOR SPDR TR	25,487	$1.93M	0.33%	Timeline
CVXCHEVRON CORPORATION	13,048	$1.89M	0.32%	Timeline
PGPROCTER & GAMBLE CO	11,208	$1.88M	0.32%	Timeline
ADBEADOBE INC	4,191	$1.86M	0.31%	Timeline
HONHONEYWELL INTL INC	8,190	$1.85M	0.31%	Timeline
ORCLORACLE CORP	10,803	$1.8M	0.3%	Timeline
ABBVABBVIE INC	10,117	$1.8M	0.3%	Timeline
XLISELECT SECTOR SPDR TR	13,559	$1.79M	0.3%	Timeline
CARRCARRIER GLOBAL CORPORATION	25,491	$1.74M	0.29%	Timeline
VYMIVANGUARD WHITEHALL FDS	25,410	$1.72M	0.29%	Timeline
TFCTRUIST FINL CORP	38,656	$1.68M	0.28%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,820	$1.67M	0.28%	Timeline
BLKBLACKROCK INC	1,564	$1.6M	0.27%	Timeline
NEENEXTERA ENERGY INC	22,159	$1.59M	0.27%	Timeline
VTVVANGUARD INDEX FDS	9,380	$1.59M	0.27%	Timeline
CMECME GROUP INC	6,644	$1.54M	0.26%	Timeline
SGOVISHARES TR	15,346	$1.54M	0.26%	Timeline
DEDEERE & CO	3,623	$1.54M	0.26%	Timeline
FLRNSPDR SERIES TRUST	49,740	$1.53M	0.26%	Timeline
CSCOCISCO SYS INC	25,046	$1.48M	0.25%	Timeline
NVDANVIDIA CORPORATION	11,024	$1.48M	0.25%	Timeline
AMTAMERICAN TOWER CORP	8,059	$1.48M	0.25%	Timeline
XLBSELECT SECTOR SPDR TR	16,970	$1.43M	0.24%	Timeline
PEPPEPSICO INC	9,300	$1.41M	0.24%	Timeline
WMTWALMART INC	15,495	$1.4M	0.24%	Timeline
XOMEXXON MOBIL CORP	12,961	$1.39M	0.23%	Timeline
SHYISHARES TR	16,516	$1.35M	0.23%	Timeline
SHVISHARES TR	11,941	$1.31M	0.22%	Timeline
XLESELECT SECTOR SPDR TR	14,948	$1.28M	0.22%	Timeline
IBDUISHARES TR	55,925	$1.28M	0.21%	Timeline
LMTLOCKHEED MARTIN CORP	2,565	$1.25M	0.21%	Timeline
UNHUNITEDHEALTH GROUP INC	2,358	$1.19M	0.2%	Timeline
PAYXPAYCHEX INC	8,074	$1.13M	0.19%	Timeline
UNPUNION PAC CORP	4,903	$1.12M	0.19%	Timeline
XLPSELECT SECTOR SPDR TR	13,874	$1.09M	0.18%	Timeline
GLWCORNING INC	22,622	$1.07M	0.18%	Timeline
DOVDOVER CORP	5,672	$1.06M	0.18%	Timeline
AMGNAMGEN INC	4,054	$1.06M	0.18%	Timeline
EMREMERSON ELEC CO	8,384	$1.04M	0.18%	Timeline
ULSTSSGA ACTIVE ETF TR	24,720	$999K	0.17%	Timeline
FLOTISHARES TR	18,427	$938K	0.16%	Timeline
MMM3M CO	7,210	$931K	0.16%	Timeline
KOCOCA COLA CO	14,782	$920K	0.16%	Timeline
METAMETA PLATFORMS INC	1,559	$913K	0.15%	Timeline
MRKMERCK & CO INC	9,051	$900K	0.15%	Timeline
MUBISHARES TR	8,300	$884K	0.15%	Timeline
IXUSISHARES TR	13,180	$872K	0.15%	Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	4,973	$861K	0.15%
DISDISNEY WALT CO	7,709	$858K	0.14%	Timeline
IBMOISHARES TR	32,911	$838K	0.14%	Timeline
LOWLOWES COS INC	3,331	$822K	0.14%	Timeline
IJHISHARES TR	13,193	$822K	0.14%	Timeline
VOOVANGUARD INDEX FDS	1,525	$822K	0.14%	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	9,321	$788K	0.13%	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	15,425	$774K	0.13%	Timeline
COPCONOCOPHILLIPS	7,704	$764K	0.13%	Timeline
MDTMEDTRONIC PLC	9,453	$755K	0.13%	Timeline
IBMQISHARES TR	29,897	$753K	0.13%	Timeline
IJRISHARES TR	6,506	$750K	0.13%	Timeline
AFLAFLAC INC	7,204	$745K	0.13%	Timeline
BACBANK OF AMER CORP	16,706	$734K	0.12%	Timeline
IBMPISHARES TR	29,153	$733K	0.12%	Timeline
ABTABBOTT LABORATORIES	6,382	$722K	0.12%	Timeline
SHMSPDR SERIES TRUST	14,852	$704K	0.12%	Timeline
KMIKINDER MORGAN INC DEL	23,746	$651K	0.11%	Timeline
NKENIKE INC	8,239	$623K	0.11%	Timeline
ISHARESISHARES	23,341	$621K	0.1%
IVVISHARES TR	1,008	$593K	0.1%	Timeline
TGTTARGET CORP	4,333	$586K	0.1%	Timeline
SHWSHERWIN WILLIAMS CO	1,715	$583K	0.1%	Timeline
AVMUAMERICAN CENTY ETF TR	12,597	$581K	0.1%	Timeline
MAMASTERCARD INCORPORATED	1,101	$580K	0.1%	Timeline
ARGXARGENX SE	935	$575K	0.1%	Timeline
VZVERIZON COMMUNICATIONS INC	14,065	$562K	0.09%	Timeline
VTESVANGUARD WELLINGTON FD	5,550	$556K	0.09%	Timeline
DFNMDIMENSIONAL ETF TRUST	11,585	$553K	0.09%	Timeline
DHRDANAHER CORP DEL	2,399	$551K	0.09%	Timeline
ISHARES TRISHARES TR	23,215	$541K	0.09%
BSCQINVESCO EXCH TRD SLF IDX FD	27,565	$536K	0.09%	Timeline
PFEPFIZER INC	20,128	$534K	0.09%	Timeline
DUKDUKE ENERGY CORP NEW	4,868	$524K	0.09%	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	988	$514K	0.09%	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	26,160	$510K	0.09%	Timeline
VCLTVANGUARD SCOTTSDALE FDS	6,798	$508K	0.09%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,119	$507K	0.09%	Timeline
VTEBVANGUARD MUN BD FDS	10,077	$505K	0.09%	Timeline
TFISPDR SERIES TRUST	10,843	$495K	0.08%	Timeline
MSMORGAN STANLEY	3,822	$481K	0.08%	Timeline
CHDCHURCH & DWIGHT CO INC	4,570	$479K	0.08%	Timeline
TAT&T INC	20,968	$477K	0.08%	Timeline
NEARISHARES U S ETF TR	9,430	$476K	0.08%	Timeline
PZAINVESCO EXCH TRADED FD TR II	19,885	$469K	0.08%	Timeline
PGXINVESCO EXCH TRADED FD TR II	39,580	$456K	0.08%	Timeline
XLCSELECT SECTOR SPDR TR	4,640	$449K	0.08%	Timeline
ZTWORBB FD INC	8,925	$449K	0.08%	Timeline
ZTRERBB FD INC	8,925	$448K	0.08%	Timeline
IBMRISHARES TR	17,710	$442K	0.07%	Timeline
IBTGISHARES TR	19,325	$441K	0.07%	Timeline
IBDVISHARES TR	20,620	$440K	0.07%	Timeline
GLDMWORLD GOLD TR	8,275	$430K	0.07%	Timeline
KMBKIMBERLY-CLARK CORP	3,271	$429K	0.07%	Timeline
TXNTEXAS INSTRS INC	2,264	$425K	0.07%	Timeline
AMDADVANCED MICRO DEVICES INC	3,500	$423K	0.07%	Timeline
INVESCOINVESCO	20,430	$422K	0.07%
CMICUMMINS INC	1,200	$418K	0.07%	Timeline
INTUINTUIT	665	$418K	0.07%	Timeline
PMPHILIP MORRIS INTL INC	3,304	$398K	0.07%	Timeline
IBTHISHARES TR	17,625	$391K	0.07%	Timeline
GSGOLDMAN SACHS GROUP INC	670	$384K	0.06%	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,892	$374K	0.06%	Timeline
OKEONEOK INC NEW	3,701	$372K	0.06%	Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	18,330	$369K	0.06%	Timeline
CVSCVS HEALTH CORP	8,219	$369K	0.06%	Timeline
CSXCSX CORP	11,396	$368K	0.06%	Timeline
SOSOUTHERN CO	4,425	$364K	0.06%	Timeline
ISRGINTUITIVE SURGICAL INC	690	$360K	0.06%	Timeline
ETNEATON CORP PLC	1,076	$357K	0.06%	Timeline
WMWASTE MGMT INC DEL	1,745	$352K	0.06%	Timeline
MNSTMONSTER BEVERAGE CORP NEW	6,622	$348K	0.06%	Timeline
AVGOBROADCOM INC	1,480	$343K	0.06%	Timeline
PYPLPAYPAL HLDGS INC	4,000	$341K	0.06%	Timeline
RTXRTX CORPORATION	2,944	$341K	0.06%	Timeline
ZTSZOETIS INC	2,090	$341K	0.06%	Timeline
VGTVANGUARD WORLD FD	542	$337K	0.06%	Timeline
BMYBRISTOL-MYERS SQUIBB CO	5,922	$335K	0.06%	Timeline
WATSCO INCWATSCO INC	700	$331K	0.06%
VOVANGUARD INDEX FDS	1,251	$330K	0.06%	Timeline
CRHCRH PLC	3,553	$329K	0.06%	Timeline
SBUXSTARBUCKS CORP	3,541	$323K	0.05%	Timeline
XARSPDR SERIES TRUST	1,937	$321K	0.05%	Timeline
IBTJISHARES TR	14,650	$312K	0.05%	Timeline
ALLALLSTATE CORP	1,608	$310K	0.05%	Timeline
CMCSACOMCAST CORP NEW	8,181	$307K	0.05%	Timeline
CNPCENTERPOINT ENERGY INC	9,631	$306K	0.05%	Timeline
VCSHVANGUARD SCOTTSDALE FDS	3,816	$298K	0.05%	Timeline
CATCATERPILLAR INC	819	$297K	0.05%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,333	$293K	0.05%	Timeline
IBTIISHARES TR	13,205	$289K	0.05%	Timeline
WECWEC ENERGY GROUP INC	3,070	$289K	0.05%	Timeline
RACEFERRARI N V	662	$281K	0.05%	Timeline
SCHDSCHWAB STRATEGIC TR	10,213	$279K	0.05%	Timeline
TYTRI CONTL CORP	8,509	$270K	0.05%	Timeline
TJXTJX COS INC NEW	2,186	$264K	0.04%	Timeline
TRVTRAVELERS COMPANIES INC	1,024	$247K	0.04%	Timeline
APDAIR PRODUCTS AND CHEMICALS I	849	$246K	0.04%	Timeline
SPYDSPDR SERIES TRUST	5,665	$245K	0.04%	Timeline
AMPAMERIPRISE FINL INC	458	$244K	0.04%	Timeline
IDVISHARES TR	8,850	$242K	0.04%	Timeline
TTDTHE TRADE DESK INC	2,050	$241K	0.04%	Timeline
IWDISHARES TR	1,279	$237K	0.04%	Timeline
BSCTINVESCO EXCH TRD SLF IDX FD	12,900	$237K	0.04%	Timeline
ITTITT INC	1,600	$229K	0.04%	Timeline
BNYBANK OF NY MELLON CORP	2,916	$224K	0.04%	Timeline
PNCPNC FINL SVCS GROUP INC	1,132	$218K	0.04%	Timeline
EBAYEBAY INC.	3,493	$216K	0.04%	Timeline
VGITVANGUARD SCOTTSDALE FDS	3,650	$212K	0.04%	Timeline
ADPAUTOMATIC DATA PROCESSING IN	714	$209K	0.04%	Timeline
XTISHARES TR	3,383	$202K	0.03%	Timeline
BSMQINVESCO EXCH TRD SLF IDX FD	8,475	$200K	0.03%	Timeline
BSMRINVESCO EXCH TRD SLF IDX FD	8,455	$200K	0.03%	Timeline
MCOMOODYS CORP	421	$199K	0.03%	Timeline
BSMSINVESCO EXCH TRD SLF IDX FD	8,535	$199K	0.03%	Timeline
BSMTINVESCO EXCH TRD SLF IDX FD	8,650	$198K	0.03%	Timeline
BSMVINVESCO EXCH TRD SLF IDX FD	9,460	$198K	0.03%	Timeline
BSMUINVESCO EXCH TRD SLF IDX FD	9,110	$198K	0.03%	Timeline
INVESCOINVESCO	8,060	$198K	0.03%
INTCINTEL CORP	9,846	$197K	0.03%	Timeline
BSSXINVESCO EXCH TRD SLF IDX FD	7,660	$197K	0.03%	Timeline
IVWISHARES TR	1,940	$197K	0.03%	Timeline
BSMWINVESCO EXCH TRD SLF IDX FD	7,850	$197K	0.03%	Timeline
SPYVSPDR SERIES TRUST	3,816	$195K	0.03%	Timeline
CLXCLOROX CO DEL	1,179	$191K	0.03%	Timeline
CASYCASEYS GEN STORES INC	477	$189K	0.03%	Timeline
KRESPDR SERIES TRUST	3,110	$188K	0.03%	Timeline
GISGENERAL MILLS INC	2,770	$177K	0.03%	Timeline
UTWORBB FD INC	3,675	$177K	0.03%	Timeline
CCITIGROUP INC	2,485	$175K	0.03%	Timeline
WFCWELLS FARGO & CO	2,437	$171K	0.03%	Timeline
XYLXYLEM INC	1,449	$168K	0.03%	Timeline
VONGVANGUARD SCOTTSDALE FDS	1,624	$168K	0.03%	Timeline
FDXFEDEX CORP	576	$162K	0.03%	Timeline
OBILRBB FD INC	3,200	$160K	0.03%	Timeline
UPSUNITED PARCEL SVCS INC	1,263	$159K	0.03%	Timeline
PEYINVESCO EXCHANGE TRADED FD T	7,190	$153K	0.03%	Timeline
OLNOLIN CORP	4,513	$153K	0.03%	Timeline
IGSBISHARES TR	2,870	$148K	0.03%	Timeline
AEEAMEREN CORP	1,625	$145K	0.02%	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	3,550	$143K	0.02%	Timeline
AGGISHARES TR	1,463	$142K	0.02%	Timeline
DTEDTE ENERGY CO	1,171	$141K	0.02%	Timeline
AOMISHARES TR	3,230	$140K	0.02%	Timeline
VTEIVANGUARD MUN BD FDS	1,400	$139K	0.02%	Timeline
USBUS BANCORP	2,909	$139K	0.02%	Timeline
SPYGSPDR SERIES TRUST	1,563	$137K	0.02%	Timeline
GPCGENUINE PARTS CO	1,175	$137K	0.02%	Timeline
URIUNITED RENTALS INC	194	$137K	0.02%	Timeline
DVYISHARES TR	1,038	$136K	0.02%	Timeline
TSEMTOWER SEMICONDUCTOR LTD	2,600	$134K	0.02%	Timeline
DDOMINION ENERGY INC	2,469	$133K	0.02%	Timeline
DIVGLOBAL X FDS	7,305	$132K	0.02%	Timeline
BXBLACKSTONE INC	749	$129K	0.02%	Timeline
MOALTRIA GROUP INC	2,425	$127K	0.02%	Timeline
ROKROCKWELL AUTOMATION INC	435	$124K	0.02%	Timeline
MDLZMONDELEZ INTL INC	2,049	$122K	0.02%	Timeline
ENBENBRIDGE INC	2,846	$121K	0.02%	Timeline
NSCNORFOLK SOUTHN CORP	507	$119K	0.02%	Timeline
NFLXNETFLIX INC.	133	$119K	0.02%	Timeline
BNDVANGUARD BD INDEX FDS	1,644	$118K	0.02%	Timeline
IWFISHARES TR	293	$118K	0.02%	Timeline
BIVVANGUARD BD INDEX FDS	1,568	$117K	0.02%	Timeline
VBVANGUARD INDEX FDS	486	$117K	0.02%	Timeline
WDIVSPDR INDEX SHS FDS	1,840	$114K	0.02%	Timeline
JJACOBS SOLUTIONS INC	852	$114K	0.02%	Timeline
KIESPDR SERIES TRUST	1,985	$112K	0.02%	Timeline
SYYSYSCO CORP	1,462	$112K	0.02%	Timeline
METMETLIFE INC	1,353	$111K	0.02%	Timeline
TDTORONTO DOMINION BK ONT	2,070	$110K	0.02%	Timeline
MBNDSSGA ACTIVE TR	4,000	$110K	0.02%	Timeline
RDIVINVESCO EXCH TRADED FD TR II	2,250	$109K	0.02%	Timeline
SHOPSHOPIFY INC	1,000	$106K	0.02%	Timeline
SPMBSPDR SERIES TRUST	4,900	$106K	0.02%	Timeline
SJMSMUCKER J M CO	954	$105K	0.02%	Timeline
INMUBLACKROCK ETF TRUST II	4,300	$101K	0.02%	Timeline
SPHDINVESCO EXCH TRADED FD TR II	2,100	$101K	0.02%	Timeline
YUMYUM BRANDS INC	747	$100K	0.02%	Timeline
NBTBNBT BANCORP INC	2,052	$98K	0.02%	Timeline
DWXSPDR INDEX SHS FDS	2,735	$95.6K	0.02%	Timeline
SHELSHELL PLC	1,479	$92.7K	0.02%	Timeline
IEFAISHARES TR	1,311	$92.1K	0.02%	Timeline
IBDWISHARES TR	4,500	$91.6K	0.02%	Timeline
TSLATESLA INC	226	$91.3K	0.02%	Timeline
CRMSALESFORCE INC	271	$90.6K	0.02%	Timeline
WTRGESSENTIAL UTILS INC	2,473	$89.8K	0.02%	Timeline
ISTBISHARES TR	1,880	$89.8K	0.02%	Timeline
AXPAMERICAN EXPRESS CO	299	$88.7K	0.01%	Timeline
EDCONSOLIDATED EDISON INC	988	$88.2K	0.01%	Timeline
XLGINVESCO EXCHANGE TRADED FD T	1,750	$87.4K	0.01%	Timeline
CBCHUBB LIMITED	313	$86.5K	0.01%	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	1,150	$85.4K	0.01%	Timeline
VRTXVERTEX PHARMACEUTICALS INC	212	$85.4K	0.01%	Timeline
COHRCOHERENT CORP	900	$85.3K	0.01%	Timeline
ESEVERSOURCE ENERGY	1,482	$85.1K	0.01%	Timeline
BSXBOSTON SCIENTIFIC CORP	951	$84.9K	0.01%	Timeline
FISVFISERV INC	409	$84K	0.01%	Timeline
SCHWCHARLES SCHWAB CORP (THE)	1,123	$83.1K	0.01%	Timeline
SCHVSCHWAB STRATEGIC TR	3,186	$83.1K	0.01%	Timeline
WMBWILLIAMS COS INC	1,500	$81.2K	0.01%	Timeline
SPSBSPDR SERIES TRUST	2,710	$80.9K	0.01%	Timeline
OTTROTTER TAIL CORP	1,092	$80.6K	0.01%	Timeline
DFAWDIMENSIONAL ETF TRUST	1,265	$79K	0.01%	Timeline
LINLINDE PLC	188	$78.7K	0.01%	Timeline
IEMGISHARES INC	1,500	$78.3K	0.01%	Timeline
SMGSCOTTS MIRACLE-GRO CO	1,158	$76.8K	0.01%	Timeline
DLSWISDOMTREE TR	1,220	$76.8K	0.01%	Timeline
UDRUDR INC	1,742	$75.6K	0.01%	Timeline
AEPAMERICAN ELEC PWR CO INC	813	$75K	0.01%	Timeline
DRIDARDEN RESTAURANTS INC	400	$74.7K	0.01%	Timeline
SDIVGLOBAL X FDS	3,615	$74.5K	0.01%	Timeline
TTTRANE TECHNOLOGIES PLC	200	$73.9K	0.01%	Timeline
FASTFASTENAL CO	1,025	$73.7K	0.01%	Timeline
CLCOLGATE PALMOLIVE CO	806	$73.3K	0.01%	Timeline
PGRPROGRESSIVE CORP	303	$72.6K	0.01%	Timeline
NVSNOVARTIS AG	745	$72.5K	0.01%	Timeline
STMSTMICROELECTRONICS N V	2,800	$69.9K	0.01%	Timeline
EPDENTERPRISE PRODS PARTNERS L	2,190	$68.7K	0.01%	Timeline
ECLECOLAB INC	288	$67.5K	0.01%	Timeline
IAUISHARES GOLD TR	1,350	$66.8K	0.01%	Timeline
BROBROWN & BROWN INC	655	$66.8K	0.01%	Timeline
DFUSDIMENSIONAL ETF TRUST	1,034	$65.9K	0.01%	Timeline
SLYVSPDR SERIES TRUST	730	$63.7K	0.01%	Timeline
SRETGLOBAL X FDS	3,180	$63.6K	0.01%	Timeline
NOCNORTHROP GRUMMAN CORP	133	$62.4K	0.01%	Timeline
AZOAUTOZONE INC	19	$60.8K	0.01%	Timeline
PHPARKER-HANNIFIN CORP	94	$59.8K	0.01%	Timeline
CITHE CIGNA GROUP	216	$59.6K	0.01%	Timeline
UFOXETF SER SOLUTIONS	1,250	$59.6K	0.01%	Timeline
MUMICRON TECHNOLOGY INC	700	$58.9K	0.01%	Timeline
HBANHUNTINGTON BANCSHARES INC	3,550	$57.8K	0.01%	Timeline
GLDSPDR GOLD TR	235	$56.9K	0.01%	Timeline
RCLROYAL CARIBBEAN GROUP	245	$56.5K	0.01%	Timeline
ASBASSOCIATED BANC-CORP	2,350	$56.2K	0.01%	Timeline
VFHVANGUARD WORLD FD	475	$56.1K	0.01%	Timeline
BABOEING CO	312	$55.2K	0.01%	Timeline
VRSKVERISK ANALYTICS INC	200	$55.1K	0.01%	Timeline
AZNASTRAZENECA PLC-SPONS ADR	836	$54.8K	0.01%	Timeline
KBWYINVESCO EXCH TRADED FD TR II	3,045	$54.5K	0.01%	Timeline
FXOFIRST TR EXCHANGE-TRADED FD	1,000	$54.1K	0.01%	Timeline
OREALTY INCOME CORP	1,011	$54K	0.01%	Timeline
DIASTATE STR SPDR DOW JONES IND	125	$53.2K	0.01%	Timeline
FEFIRSTENERGY CORP	1,333	$53K	0.01%	Timeline
DTMDT MIDSTREAM INC	533	$53K	0.01%	Timeline
BGBUNGE GLOBAL SA	500	$53K	0.01%	Timeline
FSLRFIRST SOLAR INC	300	$52.9K	0.01%	Timeline
LHLABCORP HOLDINGS INC	230	$52.7K	0.01%	Timeline
VLTOVERALTO CORP	514	$52.4K	0.01%	Timeline
COWZPACER FDS TR	926	$52.3K	0.01%	Timeline
KEYKEYCORP	3,003	$51.5K	0.01%	Timeline
DEODIAGEO PLC	400	$50.9K	0.01%	Timeline
LNCLINCOLN NATL CORP IND	1,600	$50.7K	0.01%	Timeline
CCLCARNIVAL CORP	2,000	$49.8K	0.01%	Timeline
USALIBERTY ALL STAR EQUITY FD	7,142	$49.6K	0.01%	Timeline
ADIANALOG DEVICES INC	233	$49.5K	0.01%	Timeline
SWKSTANLEY BLACK & DECKER INC	609	$48.9K	0.01%	Timeline
ITWILLINOIS TOOL WKS INC	192	$48.7K	0.01%	Timeline
INGRINGREDION INC	346	$47.6K	0.01%	Timeline
PRUPRUDENTIAL FINL INC	401	$47.5K	0.01%	Timeline
USMVISHARES TR	520	$46.2K	0.01%	Timeline
PKWINVESCO EXCHANGE TRADED FD T	400	$46.1K	0.01%	Timeline
VONVVANGUARD SCOTTSDALE FDS	565	$45.9K	0.01%	Timeline
MDYVSPDR SERIES TRUST	565	$45.3K	0.01%	Timeline
IVZINVESCO LTD	2,525	$44.1K	0.01%	Timeline
DHSWISDOMTREE TR	469	$43.8K	0.01%	Timeline
IBBISHARES TR	330	$43.6K	0.01%	Timeline
ARKWARK ETF TR	400	$43.2K	0.01%	Timeline
ITOTISHARES TR	333	$42.8K	0.01%	Timeline
UBERUBER TECHNOLOGIES INC	700	$42.2K	0.01%	Timeline
PPGPPG INDS INC	351	$41.9K	0.01%	Timeline
GDGENERAL DYNAMICS CORP	159	$41.9K	0.01%	Timeline
DLRDIGITAL RLTY TR INC	235	$41.7K	0.01%	Timeline
IDXXIDEXX LABS INC	100	$41.3K	0.01%	Timeline
ORIOLD REP INTL CORP	1,116	$40.4K	0.01%	Timeline
DRIVGLOBAL X FDS	1,750	$40.2K	0.01%	Timeline
MDUMDU RES GROUP INC	2,147	$38.7K	0.01%	Timeline
KRKROGER CO	632	$38.6K	0.01%	Timeline
SYKSTRYKER CORPORATION	107	$38.5K	0.01%	Timeline
FFIVF5 INC	150	$37.7K	0.01%	Timeline
FTVFORTIVE CORP	499	$37.4K	0.01%	Timeline
IWBISHARES TR	116	$37.4K	0.01%	Timeline
FGDFIRST TR EXCHANGE-TRADED FD	1,670	$37.1K	0.01%	Timeline
VEAVANGUARD TAX-MANAGED FDS	773	$37K	0.01%	Timeline
RPMRPM INTL INC	300	$36.9K	0.01%	Timeline
RYROYAL BK CDA	302	$36.4K	0.01%	Timeline
ZSZSCALER INC	200	$36.1K	0.01%	Timeline
OGSONE GAS INC	500	$34.6K	0.01%	Timeline
ELVELEVANCE HEALTH INC FORMERLY	93	$34.3K	0.01%	Timeline
FFORD MTR CO	3,440	$34.1K	0.01%	Timeline
XELXCEL ENERGY INC	504	$34K	0.01%	Timeline
EXCEXELON CORP	893	$33.6K	0.01%	Timeline
MCKMCKESSON CORP	58	$33.1K	0.01%	Timeline
IWSISHARES TR	253	$32.7K	0.01%	Timeline
PSXPHILLIPS 66	285	$32.5K	0.01%	Timeline
DOWDOW HLDGS INC	804	$32.3K	0.01%	Timeline
SOLVSOLVENTUM CORP	487	$32.2K	0.01%	Timeline
SPEUSPDR INDEX SHS FDS	800	$31.9K	0.01%	Timeline
GPKGRAPHIC PACKAGING HLDG CO	1,165	$31.6K	0.01%	Timeline
GILDGILEAD SCIENCES INC	336	$31K	0.01%	Timeline
SMART GLOBAL HLDGS INCSMART GLOBAL HLDGS INC	1,600	$30.7K	0.01%
ADMARCHER DANIELS MIDLAND CO	600	$30.3K	0.01%	Timeline
DALDELTA AIR LINES INC	500	$30.2K	0.01%	Timeline
BANK OF AMER CORPBANK OF AMER CORP	25	$30.2K	0.01%
KKRKKR & CO INC	204	$30.2K	0.01%	Timeline
VVVANGUARD INDEX FDS	110	$29.7K	<0.01%	Timeline
DNPDNP SELECT INCOME FD INC	3,338	$29.4K	<0.01%	Timeline
ECGEVERUS CONSTR GROUP	442	$29.1K	<0.01%	Timeline
NUENUCOR CORP	247	$28.8K	<0.01%	Timeline
QUIKQUICKLOGIC CORP	2,500	$28.2K	<0.01%	Timeline
AMATAPPLIED MATLS INC	171	$27.8K	<0.01%	Timeline
EMNEASTMAN CHEM CO	300	$27.4K	<0.01%	Timeline
FVFIRST TR EXCHANGE TRADED FD	452	$26.7K	<0.01%	Timeline
MSIMOTOROLA SOLUTIONS INC	57	$26.3K	<0.01%	Timeline
BLVVANGUARD BD INDEX FDS	385	$26.3K	<0.01%	Timeline
SRESEMPRA	300	$26.3K	<0.01%	Timeline
NVTNVENT ELEC PLC	385	$26.2K	<0.01%	Timeline
GMGENERAL MTRS CO	492	$26.2K	<0.01%	Timeline
BPBP PLC	877	$25.9K	<0.01%	Timeline
GSKGSK PLC	765	$25.9K	<0.01%	Timeline
WDAYWORKDAY INC	100	$25.8K	<0.01%	Timeline
MFCMANULIFE FINL CORP	840	$25.8K	<0.01%	Timeline
AWKAMERICAN WTR WKS CO INC NEW	206	$25.6K	<0.01%	Timeline
KOMPSPDR SERIES TRUST	500	$25.4K	<0.01%	Timeline
ALGTALLEGIANT TRAVEL CO	270	$25.4K	<0.01%	Timeline
CMCANADIAN IMPERIAL BANK OF CO	400	$25.3K	<0.01%	Timeline
EIXEDISON INTL	316	$25.2K	<0.01%	Timeline
SGUSTAR GROUP LP	2,182	$25.2K	<0.01%	Timeline
HRLHORMEL FOODS CORP	800	$25.1K	<0.01%	Timeline
LENLENNAR CORP	181	$24.7K	<0.01%	Timeline
IWNISHARES TR	150	$24.6K	<0.01%	Timeline
DFUVDIMENSIONAL ETF TRUST	601	$24.6K	<0.01%	Timeline
FDSFACTSET RESH SYS INC	51	$24.5K	<0.01%	Timeline
MGCVANGUARD WORLD FD	115	$24.5K	<0.01%	Timeline
IWRISHARES TR	275	$24.3K	<0.01%	Timeline
WYWEYERHAEUSER CO	852	$24K	<0.01%	Timeline
CAGCONAGRA BRANDS INC	850	$23.6K	<0.01%	Timeline
SCHKSCHWAB STRATEGIC TR	826	$23.4K	<0.01%	Timeline
GENGEN DIGITAL INC	850	$23.3K	<0.01%	Timeline
IBTKISHARES TR	1,200	$23K	<0.01%	Timeline
SVALISHARES TR	705	$22.9K	<0.01%	Timeline
MKCMCCORMICK & CO INC	300	$22.9K	<0.01%	Timeline
IBTLISHARES TR	1,150	$22.8K	<0.01%	Timeline
IMCVISHARES TR	305	$22.6K	<0.01%	Timeline
DDDUPONT DE NEMOURS INC	296	$22.6K	<0.01%	Timeline
RPVINVESCO EXCHANGE TRADED FD T	250	$22.6K	<0.01%	Timeline
IOSPINNOSPEC INC	200	$22K	<0.01%	Timeline
CCICROWN CASTLE INC	242	$22K	<0.01%	Timeline
ACNACCENTURE PLC IRELAND	62	$21.8K	<0.01%	Timeline
SDYSPDR SERIES TRUST	165	$21.8K	<0.01%	Timeline
OTISOTIS WORLDWIDE CORP	235	$21.8K	<0.01%	Timeline
IGEISHARES TR	500	$21.4K	<0.01%	Timeline
VTWOVANGUARD SCOTTSDALE FDS	236	$21.1K	<0.01%	Timeline
BONDPIMCO ETF TR	233	$21.1K	<0.01%	Timeline
ESGVVANGUARD WORLD FD	200	$21K	<0.01%	Timeline
IGIBISHARES TR	406	$20.9K	<0.01%	Timeline
ROCKET LAB USA INCROCKET LAB USA INC	800	$20.4K	<0.01%
ICSHISHARES TR	404	$20.4K	<0.01%	Timeline
IVLUISHARES TR	750	$20.3K	<0.01%	Timeline
EFIVSPDR SERIES TRUST	350	$19.8K	<0.01%	Timeline
KNFKNIFE RIVER CORP	194	$19.7K	<0.01%	Timeline
ESGUISHARES TR	150	$19.3K	<0.01%	Timeline
LULULULULEMON ATHLETICA INC	50	$19.1K	<0.01%	Timeline
DLTRDOLLAR TREE INC	250	$18.7K	<0.01%	Timeline
ADSKAUTODESK INC	62	$18.3K	<0.01%	Timeline
VWOVANGUARD INTL EQUITY INDEX F	414	$18.2K	<0.01%	Timeline
VDEVANGUARD WORLD FD	150	$18.2K	<0.01%	Timeline
AMTMAMENTUM HOLDINGS INC	852	$17.9K	<0.01%	Timeline
CANETEUCRIUM COMMODITY TR	1,500	$17.1K	<0.01%	Timeline
LUVSOUTHWEST AIRLS CO	500	$16.8K	<0.01%	Timeline
AIGAMERICAN INTL GROUP INC	227	$16.5K	<0.01%	Timeline
ARKGARK ETF TR	700	$16.5K	<0.01%	Timeline
STTSTATE STR CORP	167	$16.4K	<0.01%	Timeline
VPUVANGUARD WORLD FD	100	$16.3K	<0.01%	Timeline
VGSHVANGUARD SCOTTSDALE FDS	280	$16.3K	<0.01%	Timeline
BNSBANK NOVA SCOTIA B C	300	$16.1K	<0.01%	Timeline
EAELECTRONIC ARTS INC	110	$16.1K	<0.01%	Timeline
IRINGERSOLL RAND INC	176	$15.9K	<0.01%	Timeline
XOPSPDR SERIES TRUST	119	$15.8K	<0.01%	Timeline
VIRTUS ALLIANZGI CONVERTIBL…VIRTUS ALLIANZGI CONVERTIBLE &	5,000	$15.7K	<0.01%
ROKUROKU INC	200	$14.9K	<0.01%	Timeline
XLRESELECT SECTOR SPDR TR	359	$14.6K	<0.01%	Timeline
TSCOTRACTOR SUPPLY CO	275	$14.6K	<0.01%	Timeline
FBNDFIDELITY MERRIMACK STR TR	325	$14.6K	<0.01%	Timeline
SCHISCHWAB STRATEGIC TR	660	$14.6K	<0.01%	Timeline
LWLAMB WESTON HLDGS INC	216	$14.4K	<0.01%	Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	166	$14.3K	<0.01%	Timeline
ETRENTERGY CORP NEW	180	$13.6K	<0.01%	Timeline
REGNREGENERON PHARMACEUTICALS	19	$13.5K	<0.01%	Timeline
OZKBANK OZK LITTLE ROCK ARK	300	$13.4K	<0.01%	Timeline
SLVISHARES SILVER TR	500	$13.2K	<0.01%	Timeline
PHMPULTE GROUP INC	120	$13.1K	<0.01%	Timeline
GABGABELLI EQUITY TR INC	2,423	$13K	<0.01%	Timeline
JKHYHENRY JACK & ASSOC INC	74	$13K	<0.01%	Timeline
AIQGLOBAL X FDS	335	$12.9K	<0.01%	Timeline
XSDSPDR SERIES TRUST	50	$12.4K	<0.01%	Timeline
MGKVANGUARD WORLD FD	35	$12K	<0.01%	Timeline
IWPISHARES TR	94	$11.9K	<0.01%	Timeline
LBTYKLIBERTY GLOBAL LTD	900	$11.8K	<0.01%	Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INC	1,015	$11.4K	<0.01%	Timeline
OHIOMEGA HEALTHCARE INVS INC	300	$11.4K	<0.01%	Timeline
CRLCHARLES RIV LABS INTL INC	60	$11.1K	<0.01%	Timeline
PFGPRINCIPAL FINANCIAL GROUP IN	142	$11K	<0.01%	Timeline
PANWPALO ALTO NETWORKS INC	60	$10.9K	<0.01%	Timeline
XGDVXGABELLI DIVID & INCOME TR	419	$10.1K	<0.01%	Timeline
APPNAPPIAN CORP	300	$9.89K	<0.01%	Timeline
BAXBAXTER INTL INC	338	$9.86K	<0.01%	Timeline

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 0001140361-25-001717	base		2025-01-23	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC