Apple
(AAPL)
|
20.5 |
$28M |
|
203k |
138.20 |
Vanguard Index Fds Growth Etf
(VUG)
|
8.2 |
$11M |
|
53k |
213.95 |
Amazon
(AMZN)
|
7.6 |
$10M |
|
92k |
113.00 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
6.1 |
$8.3M |
|
165k |
50.16 |
Microsoft Corporation
(MSFT)
|
5.8 |
$7.9M |
|
34k |
232.89 |
Snowflake Cl A
(SNOW)
|
4.8 |
$6.5M |
|
38k |
169.97 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
4.6 |
$6.3M |
|
47k |
135.15 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
4.0 |
$5.5M |
|
25k |
219.27 |
Vanguard Index Fds Value Etf
(VTV)
|
4.0 |
$5.5M |
|
44k |
123.49 |
Ishares Tr Core Div Grwth
(DGRO)
|
3.1 |
$4.2M |
|
94k |
44.47 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.2 |
$3.0M |
|
8.4k |
357.19 |
Exxon Mobil Corporation
(XOM)
|
1.7 |
$2.3M |
|
26k |
87.31 |
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
1.5 |
$2.1M |
|
42k |
50.30 |
Nextera Energy
(NEE)
|
1.4 |
$2.0M |
|
25k |
78.41 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.4 |
$1.9M |
|
19k |
95.64 |
Alphabet Cap Stk Cl C
(GOOG)
|
1.1 |
$1.5M |
|
15k |
96.17 |
Blackstone Group Inc Com Cl A
(BX)
|
1.0 |
$1.4M |
|
17k |
83.72 |
Visa Com Cl A
(V)
|
1.0 |
$1.3M |
|
7.5k |
177.67 |
International Business Machines
(IBM)
|
0.8 |
$1.1M |
|
9.4k |
118.79 |
Verizon Communications
(VZ)
|
0.8 |
$1.1M |
|
29k |
37.97 |
Nushares Etf Tr Nuveen Esg Us
(NUBD)
|
0.7 |
$1.0M |
|
47k |
21.64 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.7 |
$929k |
|
16k |
57.86 |
Select Sector Spdr Tr Energy
(XLE)
|
0.7 |
$927k |
|
13k |
72.03 |
Chevron Corporation
(CVX)
|
0.7 |
$895k |
|
6.2k |
143.61 |
Mastercard Incorporated Cl A
(MA)
|
0.5 |
$747k |
|
2.6k |
284.25 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.5 |
$739k |
|
2.8k |
267.08 |
Abbvie
(ABBV)
|
0.5 |
$682k |
|
5.1k |
134.23 |
Nushares Etf Tr Nuveen Esg Lrgvl
(NULV)
|
0.5 |
$672k |
|
22k |
30.88 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.5 |
$653k |
|
2.0k |
328.47 |
Boeing Company
(BA)
|
0.5 |
$629k |
|
5.2k |
121.10 |
Ishares Tr National Mun Etf
(MUB)
|
0.4 |
$606k |
|
5.9k |
102.54 |
Texas Pacific Land Corp
(TPL)
|
0.4 |
$587k |
|
330.00 |
1778.79 |
JPMorgan Chase & Co.
(JPM)
|
0.4 |
$574k |
|
5.5k |
104.57 |
Duke Energy Corp Com New
(DUK)
|
0.4 |
$572k |
|
6.1k |
93.04 |
Vaneck Etf Trust Oil Services Etf
(OIH)
|
0.4 |
$572k |
|
2.7k |
211.38 |
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.4 |
$559k |
|
17k |
32.04 |
UnitedHealth
(UNH)
|
0.4 |
$551k |
|
1.1k |
505.04 |
Home Depot
(HD)
|
0.4 |
$505k |
|
1.8k |
275.96 |
J P Morgan Exchange Traded F Equity Premium
(JEPI)
|
0.4 |
$495k |
|
9.7k |
51.28 |
Meta Platforms Cl A
(META)
|
0.3 |
$464k |
|
3.4k |
135.71 |
Ishares Tr Blackrock Ultra
(ICSH)
|
0.3 |
$452k |
|
9.0k |
50.02 |
Ishares Tr Expanded Tech
(IGV)
|
0.3 |
$448k |
|
1.8k |
250.42 |
Johnson & Johnson
(JNJ)
|
0.3 |
$441k |
|
2.7k |
163.21 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.3 |
$413k |
|
1.5k |
267.31 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.3 |
$412k |
|
1.1k |
358.57 |
McDonald's Corporation
(MCD)
|
0.3 |
$405k |
|
1.8k |
230.64 |
Broadcom
(AVGO)
|
0.3 |
$402k |
|
905.00 |
444.20 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.3 |
$401k |
|
4.2k |
96.37 |
Select Sector Spdr Tr Technology
(XLK)
|
0.3 |
$400k |
|
3.4k |
118.69 |
Southern Company
(SO)
|
0.3 |
$371k |
|
5.5k |
68.02 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.3 |
$357k |
|
3.8k |
94.87 |
Dominion Resources
(D)
|
0.2 |
$334k |
|
4.8k |
69.08 |
Alibaba Group Hldg Sponsored Ads
(BABA)
|
0.2 |
$333k |
|
4.2k |
79.95 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.2 |
$325k |
|
1.8k |
179.66 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$318k |
|
674.00 |
471.81 |
Tesla Motors
(TSLA)
|
0.2 |
$318k |
|
1.2k |
265.22 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.2 |
$311k |
|
6.7k |
46.47 |
Procter & Gamble Company
(PG)
|
0.2 |
$296k |
|
2.3k |
126.33 |
Ishares Tr Msci Gbl Sus Dev
(SDG)
|
0.2 |
$292k |
|
4.1k |
70.86 |
Lockheed Martin Corporation
(LMT)
|
0.2 |
$288k |
|
746.00 |
386.06 |
Enterprise Products Partners
(EPD)
|
0.2 |
$277k |
|
12k |
23.74 |
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.2 |
$274k |
|
2.2k |
127.32 |
Invesco Exchange Traded Fd T Ftse Rafi 1000
(PRF)
|
0.2 |
$269k |
|
1.9k |
138.73 |
BP Sponsored Adr
(BP)
|
0.2 |
$261k |
|
9.2k |
28.51 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.2 |
$249k |
|
3.7k |
66.44 |
Eli Lilly & Co.
(LLY)
|
0.2 |
$239k |
|
740.00 |
322.97 |
Ishares Tr U.s. Med Dvc Etf
(IHI)
|
0.2 |
$238k |
|
5.0k |
47.21 |
Bristol Myers Squibb
(BMY)
|
0.2 |
$234k |
|
3.3k |
70.97 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.2 |
$233k |
|
3.0k |
77.82 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$229k |
|
1.9k |
121.49 |
Uber Technologies
(UBER)
|
0.2 |
$224k |
|
8.4k |
26.53 |
Realty Income
(O)
|
0.2 |
$224k |
|
3.8k |
58.23 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$223k |
|
812.00 |
274.63 |
American Electric Power Company
(AEP)
|
0.2 |
$216k |
|
2.5k |
86.40 |
Honeywell International
(HON)
|
0.2 |
$211k |
|
1.3k |
167.19 |
Brookfield Infrast Partners Lp Int Unit
(BIP)
|
0.2 |
$208k |
|
5.8k |
35.84 |
Servicenow
(NOW)
|
0.1 |
$204k |
|
540.00 |
377.78 |
Pacific Biosciences of California
(PACB)
|
0.1 |
$139k |
|
24k |
5.79 |
Tekla World Healthcare Ben Int Shs
(THW)
|
0.1 |
$129k |
|
10k |
12.84 |
Sangamo Biosciences
(SGMO)
|
0.1 |
$122k |
|
25k |
4.91 |
Aterian
|
0.1 |
$74k |
|
60k |
1.23 |
Amyris Com New
(AMRSQ)
|
0.0 |
$37k |
|
13k |
2.89 |
Oncosec Medical Incorporated
|
0.0 |
$12k |
|
25k |
0.48 |
Audacy Cl A
|
0.0 |
$8.0k |
|
20k |
0.40 |