Spdr Ser Tr Portfolio S&p500
(SPLG)
|
11.9 |
$145M |
|
2.9M |
50.26 |
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
10.5 |
$129M |
|
1.3M |
100.67 |
Ishares Tr Short Treas Bd
(SHV)
|
7.3 |
$89M |
|
808k |
110.47 |
Spdr Ser Tr Portfolio Sh Tsr
(SPTS)
|
6.4 |
$79M |
|
2.7M |
28.72 |
Spdr Ser Tr Portfolio Agrgte
(SPAB)
|
6.1 |
$75M |
|
3.1M |
24.34 |
Ishares Gold Tr Ishares New
(IAU)
|
6.1 |
$75M |
|
2.1M |
34.99 |
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
4.9 |
$60M |
|
746k |
80.97 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
3.7 |
$45M |
|
211k |
212.41 |
Ishares Tr Russell 3000 Etf
(IWV)
|
3.1 |
$38M |
|
154k |
245.06 |
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
2.9 |
$36M |
|
402k |
88.69 |
Apple
(AAPL)
|
2.8 |
$35M |
|
203k |
171.21 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
2.1 |
$26M |
|
544k |
47.01 |
Spdr Ser Tr Portfoli S&p1500
(SPTM)
|
2.0 |
$24M |
|
456k |
52.49 |
Invesco Actvely Mngd Etc Optimum Yield
(PDBC)
|
1.9 |
$24M |
|
1.6M |
14.95 |
Ishares Tr Expnd Tec Sc Etf
(IGM)
|
1.5 |
$18M |
|
47k |
382.18 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.3 |
$16M |
|
38k |
427.48 |
Microsoft Corporation
(MSFT)
|
1.2 |
$15M |
|
47k |
315.75 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
1.1 |
$14M |
|
450k |
31.01 |
Amazon
(AMZN)
|
0.9 |
$11M |
|
89k |
127.12 |
Pimco Etf Tr Active Bd Etf
(BOND)
|
0.8 |
$10M |
|
117k |
87.90 |
NVIDIA Corporation
(NVDA)
|
0.8 |
$10M |
|
23k |
435.00 |
Ishares Tr Ishares Semicdtr
(SOXX)
|
0.8 |
$9.9M |
|
21k |
473.64 |
Spdr Ser Tr Portfli Intrmdit
(SPTI)
|
0.8 |
$9.8M |
|
357k |
27.53 |
American Express Company
(AXP)
|
0.8 |
$9.7M |
|
65k |
149.19 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.7 |
$9.1M |
|
97k |
94.04 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.7 |
$9.0M |
|
96k |
94.19 |
Spdr Ser Tr Portfolio Ln Tsr
(SPTL)
|
0.7 |
$8.4M |
|
323k |
26.15 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.7 |
$8.3M |
|
31k |
265.99 |
Spdr Ser Tr Bloomberg 1-3 Mo
(BIL)
|
0.7 |
$8.2M |
|
89k |
91.82 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.5 |
$6.1M |
|
16k |
392.71 |
First Tr Exch Traded Fd Iii Managd Mun Etf
(FMB)
|
0.5 |
$6.1M |
|
125k |
48.88 |
Eli Lilly & Co.
(LLY)
|
0.5 |
$5.7M |
|
11k |
537.13 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.5 |
$5.6M |
|
42k |
131.85 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.5 |
$5.5M |
|
13k |
429.42 |
UnitedHealth
(UNH)
|
0.4 |
$5.3M |
|
11k |
504.21 |
Exxon Mobil Corporation
(XOM)
|
0.4 |
$5.1M |
|
43k |
117.58 |
Meta Platforms Cl A
(META)
|
0.4 |
$4.4M |
|
15k |
300.21 |
Paypal Holdings
(PYPL)
|
0.3 |
$4.0M |
|
69k |
58.46 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$4.0M |
|
31k |
130.86 |
JPMorgan Chase & Co.
(JPM)
|
0.3 |
$3.8M |
|
26k |
145.02 |
Vanguard Admiral Fds 500 Grth Idx F
(VOOG)
|
0.3 |
$3.5M |
|
14k |
246.84 |
Broadcom
(AVGO)
|
0.3 |
$3.2M |
|
3.9k |
830.58 |
Chevron Corporation
(CVX)
|
0.2 |
$2.9M |
|
17k |
168.62 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.2 |
$2.7M |
|
12k |
234.91 |
Johnson & Johnson
(JNJ)
|
0.2 |
$2.7M |
|
17k |
155.75 |
Procter & Gamble Company
(PG)
|
0.2 |
$2.6M |
|
18k |
145.86 |
Visa Com Cl A
(V)
|
0.2 |
$2.5M |
|
11k |
230.01 |
Uber Technologies
(UBER)
|
0.2 |
$2.5M |
|
54k |
45.99 |
Listed Fd Tr Roundhill Ball
(METV)
|
0.2 |
$2.4M |
|
250k |
9.48 |
Tesla Motors
(TSLA)
|
0.2 |
$2.2M |
|
9.0k |
250.22 |
Healthequity
(HQY)
|
0.2 |
$2.2M |
|
30k |
73.05 |
Cigna Corp
(CI)
|
0.2 |
$2.2M |
|
7.6k |
286.07 |
Merck & Co
(MRK)
|
0.2 |
$2.1M |
|
21k |
102.95 |
Spdr Ser Tr Prtflo S&p500 Gw
(SPYG)
|
0.2 |
$1.9M |
|
32k |
59.28 |
eBay
(EBAY)
|
0.2 |
$1.8M |
|
42k |
44.09 |
Enterprise Products Partners
(EPD)
|
0.1 |
$1.8M |
|
66k |
27.37 |
Ulta Salon, Cosmetics & Fragrance
(ULTA)
|
0.1 |
$1.8M |
|
4.4k |
399.45 |
Kla Corp Com New
(KLAC)
|
0.1 |
$1.7M |
|
3.7k |
458.66 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$1.7M |
|
3.0k |
564.97 |
Intuit
(INTU)
|
0.1 |
$1.7M |
|
3.2k |
510.99 |
Philip Morris International
(PM)
|
0.1 |
$1.6M |
|
18k |
92.58 |
Union Pacific Corporation
(UNP)
|
0.1 |
$1.6M |
|
7.9k |
203.64 |
Bank of America Corporation
(BAC)
|
0.1 |
$1.6M |
|
57k |
27.38 |
Terawulf
(WULF)
|
0.1 |
$1.5M |
|
1.2M |
1.26 |
Altria
(MO)
|
0.1 |
$1.5M |
|
35k |
42.05 |
Home Depot
(HD)
|
0.1 |
$1.4M |
|
4.8k |
302.16 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.1 |
$1.4M |
|
3.0k |
456.57 |
Shell Spon Ads
(SHEL)
|
0.1 |
$1.4M |
|
21k |
64.38 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$1.4M |
|
3.9k |
350.30 |
Oracle Corporation
(ORCL)
|
0.1 |
$1.3M |
|
12k |
105.92 |
Walt Disney Company
(DIS)
|
0.1 |
$1.3M |
|
16k |
81.05 |
Dex
(DXCM)
|
0.1 |
$1.1M |
|
12k |
93.30 |
Intuitive Surgical Com New
(ISRG)
|
0.1 |
$1.1M |
|
3.9k |
292.29 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$1.1M |
|
3.7k |
307.12 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$1.1M |
|
7.3k |
155.39 |
Advanced Micro Devices
(AMD)
|
0.1 |
$1.1M |
|
11k |
102.82 |
Wisdomtree Tr Us Largecap Fund
(EPS)
|
0.1 |
$1.1M |
|
25k |
45.75 |
Danaher Corporation
(DHR)
|
0.1 |
$1.1M |
|
4.5k |
248.12 |
Charles Schwab Corporation
(SCHW)
|
0.1 |
$1.1M |
|
20k |
54.90 |
FedEx Corporation
(FDX)
|
0.1 |
$1.1M |
|
4.0k |
264.92 |
S&p Global
(SPGI)
|
0.1 |
$1.1M |
|
2.9k |
365.41 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.1 |
$1.1M |
|
2.00 |
531477.00 |
Honeywell International
(HON)
|
0.1 |
$1.0M |
|
5.6k |
184.72 |
Thermo Fisher Scientific
(TMO)
|
0.1 |
$962k |
|
1.9k |
506.21 |
Coca-Cola Company
(KO)
|
0.1 |
$959k |
|
17k |
55.98 |
Nike CL B
(NKE)
|
0.1 |
$943k |
|
9.9k |
95.62 |
Cisco Systems
(CSCO)
|
0.1 |
$910k |
|
17k |
53.76 |
Netflix
(NFLX)
|
0.1 |
$879k |
|
2.3k |
377.60 |
At&t
(T)
|
0.1 |
$871k |
|
58k |
15.02 |
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.1 |
$834k |
|
9.6k |
86.90 |
Wisdomtree Tr Us Largecap Divd
(DLN)
|
0.1 |
$834k |
|
14k |
61.49 |
Verizon Communications
(VZ)
|
0.1 |
$806k |
|
25k |
32.41 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.1 |
$779k |
|
4.5k |
171.45 |
Callaway Golf Company
(MODG)
|
0.1 |
$770k |
|
56k |
13.84 |
Marsh & McLennan Companies
(MMC)
|
0.1 |
$761k |
|
4.0k |
190.30 |
Vanguard Index Fds Value Etf
(VTV)
|
0.1 |
$759k |
|
5.5k |
137.94 |
Spdr Ser Tr S&p Bk Etf
(KBE)
|
0.1 |
$756k |
|
21k |
36.85 |
Lululemon Athletica
(LULU)
|
0.1 |
$749k |
|
1.9k |
385.61 |
Farfetch Ord Sh Cl A
(FTCHF)
|
0.1 |
$744k |
|
356k |
2.09 |
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$734k |
|
1.9k |
395.92 |
Repay Hldgs Corp Com Cl A
(RPAY)
|
0.1 |
$716k |
|
94k |
7.59 |
Wells Fargo & Company
(WFC)
|
0.1 |
$667k |
|
16k |
40.86 |
Nextera Energy
(NEE)
|
0.1 |
$667k |
|
12k |
57.29 |
Lucid Group
(LCID)
|
0.1 |
$659k |
|
118k |
5.59 |
American Electric Power Company
(AEP)
|
0.1 |
$645k |
|
8.6k |
75.22 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.1 |
$642k |
|
2.6k |
249.35 |
Lauder Estee Cos Cl A
(EL)
|
0.1 |
$637k |
|
4.4k |
144.56 |
Pfizer
(PFE)
|
0.1 |
$628k |
|
19k |
33.17 |
Canadian Pacific Kansas City
(CP)
|
0.1 |
$615k |
|
8.2k |
74.69 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.0 |
$590k |
|
1.6k |
358.37 |
International Business Machines
(IBM)
|
0.0 |
$589k |
|
4.2k |
140.30 |
CVS Caremark Corporation
(CVS)
|
0.0 |
$580k |
|
8.3k |
69.82 |
Spdr Ser Tr S&p Regl Bkg
(KRE)
|
0.0 |
$566k |
|
14k |
41.77 |
Amphenol Corp Cl A
(APH)
|
0.0 |
$556k |
|
6.6k |
84.00 |
Select Sector Spdr Tr Technology
(XLK)
|
0.0 |
$555k |
|
3.4k |
163.94 |
Cme
(CME)
|
0.0 |
$551k |
|
2.8k |
200.22 |
Automatic Data Processing
(ADP)
|
0.0 |
$548k |
|
2.3k |
240.58 |
Kraneshares Tr Csi Chi Internet
(KWEB)
|
0.0 |
$547k |
|
20k |
27.37 |
Spdr Ser Tr Prtflo S&p500 Vl
(SPYV)
|
0.0 |
$541k |
|
13k |
41.26 |
The Trade Desk Com Cl A
(TTD)
|
0.0 |
$533k |
|
6.8k |
78.15 |
United Parcel Service CL B
(UPS)
|
0.0 |
$531k |
|
3.4k |
155.87 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.0 |
$524k |
|
3.7k |
141.69 |
Fiserv
(FI)
|
0.0 |
$521k |
|
4.6k |
112.96 |
Axon Enterprise
(AXON)
|
0.0 |
$510k |
|
2.6k |
198.99 |
Ishares Tr Core S&p Us Gwt
(IUSG)
|
0.0 |
$506k |
|
5.3k |
94.83 |
Northern Trust Corporation
(NTRS)
|
0.0 |
$505k |
|
7.3k |
69.48 |
Pimco Etf Tr Enhan Shrt Ma Ac
(MINT)
|
0.0 |
$495k |
|
4.9k |
100.14 |
Hp
(HPQ)
|
0.0 |
$493k |
|
19k |
25.70 |
Abbott Laboratories
(ABT)
|
0.0 |
$475k |
|
4.9k |
96.85 |
American Tower Reit
(AMT)
|
0.0 |
$473k |
|
2.9k |
164.45 |
Iron Mountain
(IRM)
|
0.0 |
$460k |
|
7.7k |
59.45 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.0 |
$453k |
|
2.6k |
176.77 |
Williams Companies
(WMB)
|
0.0 |
$449k |
|
13k |
33.69 |
Snowflake Cl A
(SNOW)
|
0.0 |
$446k |
|
2.9k |
152.77 |
Abrdn Gold Etf Trust Physcl Gold Shs
(SGOL)
|
0.0 |
$445k |
|
25k |
17.69 |
McDonald's Corporation
(MCD)
|
0.0 |
$442k |
|
1.7k |
263.44 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.0 |
$437k |
|
1.6k |
272.32 |
Occidental Petroleum Corporation
(OXY)
|
0.0 |
$433k |
|
6.7k |
64.88 |
Las Vegas Sands
(LVS)
|
0.0 |
$413k |
|
9.0k |
45.84 |
Shopify Cl A
(SHOP)
|
0.0 |
$410k |
|
7.5k |
54.57 |
Steris Shs Usd
(STE)
|
0.0 |
$383k |
|
1.7k |
219.42 |
Hess Midstream Cl A Shs
(HESM)
|
0.0 |
$364k |
|
13k |
29.13 |
Abbvie
(ABBV)
|
0.0 |
$363k |
|
2.4k |
149.06 |
BlackRock MuniHoldings New York Insured
(MHN)
|
0.0 |
$352k |
|
39k |
9.13 |
Asml Holding N V N Y Registry Shs
(ASML)
|
0.0 |
$349k |
|
593.00 |
588.66 |
3M Company
(MMM)
|
0.0 |
$340k |
|
3.6k |
93.62 |
TJX Companies
(TJX)
|
0.0 |
$339k |
|
3.8k |
88.87 |
Mettler-Toledo International
(MTD)
|
0.0 |
$338k |
|
305.00 |
1108.07 |
ResMed
(RMD)
|
0.0 |
$335k |
|
2.3k |
147.87 |
Astrazeneca Sponsored Adr
(AZN)
|
0.0 |
$328k |
|
4.8k |
67.72 |
Schlumberger Com Stk
(SLB)
|
0.0 |
$324k |
|
5.6k |
58.30 |
Target Corporation
(TGT)
|
0.0 |
$324k |
|
2.9k |
110.57 |
HEICO Corporation
(HEI)
|
0.0 |
$321k |
|
2.0k |
161.94 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.0 |
$320k |
|
4.7k |
68.42 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.0 |
$313k |
|
3.0k |
103.32 |
Wal-Mart Stores
(WMT)
|
0.0 |
$313k |
|
2.0k |
159.93 |
Comcast Corp Cl A
(CMCSA)
|
0.0 |
$312k |
|
7.0k |
44.34 |
Lowe's Companies
(LOW)
|
0.0 |
$301k |
|
1.4k |
207.84 |
Cintas Corporation
(CTAS)
|
0.0 |
$292k |
|
606.00 |
481.11 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.0 |
$290k |
|
4.2k |
68.92 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.0 |
$287k |
|
4.5k |
64.35 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.0 |
$283k |
|
3.1k |
92.37 |
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.0 |
$278k |
|
799.00 |
347.74 |
SYSCO Corporation
(SYY)
|
0.0 |
$264k |
|
4.0k |
66.05 |
Raytheon Technologies Corp
(RTX)
|
0.0 |
$259k |
|
3.6k |
71.98 |
Amgen
(AMGN)
|
0.0 |
$257k |
|
957.00 |
268.76 |
Ishares Tr Core Msci Total
(IXUS)
|
0.0 |
$255k |
|
4.3k |
59.99 |
Select Sector Spdr Tr Energy
(XLE)
|
0.0 |
$255k |
|
2.8k |
90.40 |
Yum! Brands
(YUM)
|
0.0 |
$254k |
|
2.0k |
124.95 |
Intel Corporation
(INTC)
|
0.0 |
$254k |
|
7.1k |
35.55 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.0 |
$246k |
|
1.9k |
128.72 |
Wisdomtree Tr Yield Enhancd Us
(AGGY)
|
0.0 |
$244k |
|
5.9k |
41.51 |
GSK Sponsored Adr
(GSK)
|
0.0 |
$237k |
|
6.5k |
36.25 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.0 |
$232k |
|
1.5k |
151.84 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.0 |
$231k |
|
3.3k |
70.76 |
Nucor Corporation
(NUE)
|
0.0 |
$223k |
|
1.4k |
156.35 |
AFLAC Incorporated
(AFL)
|
0.0 |
$211k |
|
2.8k |
76.74 |
Paramount Global Class B Com
(PARA)
|
0.0 |
$211k |
|
16k |
12.90 |
Stanley Black & Decker
(SWK)
|
0.0 |
$211k |
|
2.5k |
83.58 |
Norfolk Southern
(NSC)
|
0.0 |
$209k |
|
1.1k |
196.93 |
Delta Air Lines Inc Del Com New
(DAL)
|
0.0 |
$208k |
|
5.6k |
37.00 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.0 |
$205k |
|
2.2k |
94.34 |
Starbucks Corporation
(SBUX)
|
0.0 |
$201k |
|
2.2k |
91.27 |
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.0 |
$184k |
|
13k |
14.03 |
BlackRock MuniYield New York Insured Fnd
(MYN)
|
0.0 |
$164k |
|
19k |
8.86 |
Expensify Com Cl A
(EXFY)
|
0.0 |
$145k |
|
45k |
3.25 |
BlackRock Enhanced Dividend Achievers Tr
(BDJ)
|
0.0 |
$91k |
|
12k |
7.61 |
Sirius Xm Holdings
(SIRI)
|
0.0 |
$90k |
|
20k |
4.52 |
P3 Health Partners Com Cl A
(PIII)
|
0.0 |
$29k |
|
20k |
1.47 |
Lloyds Banking Group Sponsored Adr
(LYG)
|
0.0 |
$21k |
|
10k |
2.13 |
Globalstar
(GSAT)
|
0.0 |
$13k |
|
10k |
1.31 |
Goldmining
(GLDG)
|
0.0 |
$7.8k |
|
10k |
0.78 |