West Branch Capital as of June 30, 2023
Portfolio Holdings for West Branch Capital
West Branch Capital holds 449 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 13.5 | $27M | 140k | 193.97 | |
NVIDIA Corporation (NVDA) | 9.3 | $19M | 44k | 423.02 | |
Microsoft Corporation (MSFT) | 7.5 | $15M | 44k | 340.54 | |
Amazon (AMZN) | 4.7 | $9.5M | 73k | 130.36 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.7 | $9.5M | 21k | 443.27 | |
Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $9.4M | 78k | 119.70 | |
Procter & Gamble Company (PG) | 4.3 | $8.5M | 56k | 151.74 | |
Moog CL B (MOG.B) | 3.2 | $6.5M | 60k | 108.30 | |
JPMorgan Chase & Co. (JPM) | 2.1 | $4.3M | 29k | 145.44 | |
Visa Com Cl A (V) | 2.0 | $4.1M | 17k | 237.48 | |
Johnson & Johnson (JNJ) | 2.0 | $3.9M | 24k | 165.52 | |
Abbvie (ABBV) | 1.9 | $3.9M | 29k | 134.73 | |
UnitedHealth (UNH) | 1.9 | $3.9M | 8.0k | 480.61 | |
Oracle Corporation (ORCL) | 1.9 | $3.8M | 32k | 119.09 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $3.8M | 8.4k | 445.72 | |
Home Depot (HD) | 1.7 | $3.3M | 11k | 310.64 | |
Wal-Mart Stores (WMT) | 1.4 | $2.8M | 18k | 157.18 | |
Exxon Mobil Corporation (XOM) | 1.1 | $2.2M | 21k | 107.25 | |
Pepsi (PEP) | 1.1 | $2.2M | 12k | 185.22 | |
McDonald's Corporation (MCD) | 1.1 | $2.2M | 7.2k | 298.39 | |
Moog Cl A (MOG.A) | 1.0 | $2.0M | 19k | 108.43 | |
Pfizer (PFE) | 1.0 | $2.0M | 55k | 36.68 | |
Mastercard Incorporated Cl A (MA) | 1.0 | $2.0M | 5.1k | 393.29 | |
Merck & Co (MRK) | 0.9 | $1.9M | 16k | 115.39 | |
Adobe Systems Incorporated (ADBE) | 0.9 | $1.8M | 3.8k | 488.95 | |
Cisco Systems (CSCO) | 0.9 | $1.8M | 34k | 51.74 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $1.7M | 10k | 165.39 | |
Broadcom (AVGO) | 0.8 | $1.6M | 1.9k | 867.28 | |
Abbott Laboratories (ABT) | 0.8 | $1.6M | 15k | 109.02 | |
Coca-Cola Company (KO) | 0.7 | $1.5M | 24k | 60.22 | |
Eli Lilly & Co. (LLY) | 0.7 | $1.4M | 3.1k | 468.95 | |
Walt Disney Company (DIS) | 0.6 | $1.3M | 14k | 89.28 | |
Thermo Fisher Scientific (TMO) | 0.5 | $1.1M | 2.1k | 521.80 | |
Booking Holdings (BKNG) | 0.5 | $1.1M | 395.00 | 2699.56 | |
Nike CL B (NKE) | 0.5 | $1.0M | 9.5k | 110.36 | |
BlackRock (BLK) | 0.5 | $1.0M | 1.5k | 691.27 | |
Bank of America Corporation (BAC) | 0.5 | $1.0M | 35k | 28.69 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $979k | 9.2k | 106.07 | |
Union Pacific Corporation (UNP) | 0.5 | $971k | 4.7k | 204.62 | |
Comcast Corp Cl A (CMCSA) | 0.5 | $939k | 23k | 41.55 | |
Lockheed Martin Corporation (LMT) | 0.5 | $904k | 2.0k | 460.39 | |
Automatic Data Processing (ADP) | 0.4 | $873k | 4.0k | 219.81 | |
Costco Wholesale Corporation (COST) | 0.4 | $749k | 1.4k | 538.28 | |
Chevron Corporation (CVX) | 0.4 | $746k | 4.7k | 157.35 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $687k | 5.7k | 120.96 | |
Tesla Motors (TSLA) | 0.3 | $658k | 2.5k | 261.77 | |
Meta Platforms Cl A (META) | 0.3 | $594k | 2.1k | 286.94 | |
Ishares Tr Short Treas Bd (SHV) | 0.3 | $540k | 4.9k | 110.45 | |
M&T Bank Corporation (MTB) | 0.3 | $537k | 4.3k | 123.76 | |
Corning Incorporated (GLW) | 0.3 | $535k | 15k | 35.04 | |
Microchip Technology (MCHP) | 0.2 | $494k | 5.5k | 89.59 | |
SYSCO Corporation (SYY) | 0.2 | $462k | 6.2k | 74.20 | |
Eaton Corp SHS (ETN) | 0.2 | $446k | 2.2k | 201.10 | |
Wells Fargo & Company (WFC) | 0.2 | $422k | 9.9k | 42.68 | |
Arthur J. Gallagher & Co. (AJG) | 0.2 | $391k | 1.8k | 219.57 | |
Raytheon Technologies Corp (RTX) | 0.2 | $354k | 3.6k | 97.95 | |
CSX Corporation (CSX) | 0.2 | $335k | 9.8k | 34.10 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $332k | 815.00 | 407.32 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $309k | 905.00 | 341.00 | |
At&t (T) | 0.2 | $301k | 19k | 15.95 | |
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.1 | $298k | 3.4k | 86.76 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $297k | 3.0k | 97.86 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $295k | 3.9k | 75.07 | |
Amgen (AMGN) | 0.1 | $280k | 1.3k | 222.02 | |
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $276k | 3.0k | 90.78 | |
Agilon Health (AGL) | 0.1 | $268k | 15k | 17.34 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $267k | 1.2k | 220.20 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $260k | 2.7k | 97.65 | |
Bristol Myers Squibb (BMY) | 0.1 | $256k | 4.0k | 63.96 | |
Duke Energy Corp Com New (DUK) | 0.1 | $255k | 2.8k | 89.74 | |
Advanced Micro Devices (AMD) | 0.1 | $247k | 2.2k | 113.91 | |
American Express Company (AXP) | 0.1 | $241k | 1.4k | 174.20 | |
Consolidated Edison (ED) | 0.1 | $240k | 2.7k | 90.40 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $239k | 13k | 18.37 | |
Mccormick & Co Com Non Vtg (MKC) | 0.1 | $219k | 2.5k | 87.22 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $218k | 1.4k | 161.19 | |
United Parcel Service CL B (UPS) | 0.1 | $211k | 1.2k | 179.21 | |
Norfolk Southern (NSC) | 0.1 | $205k | 903.00 | 226.72 | |
Danaher Corporation (DHR) | 0.1 | $199k | 830.00 | 240.04 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $199k | 643.00 | 308.73 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $196k | 1.0k | 187.22 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $192k | 2.0k | 97.95 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $187k | 2.5k | 75.00 | |
Ishares Gold Tr Ishares New (IAU) | 0.1 | $182k | 5.0k | 36.39 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $175k | 3.6k | 48.06 | |
Prologis (PLD) | 0.1 | $167k | 1.4k | 122.63 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $167k | 1.1k | 157.83 | |
Sempra Energy (SRE) | 0.1 | $166k | 1.1k | 145.63 | |
Hp (HPQ) | 0.1 | $159k | 5.2k | 30.71 | |
Caterpillar (CAT) | 0.1 | $150k | 610.00 | 246.05 | |
Nextera Energy (NEE) | 0.1 | $149k | 2.0k | 74.20 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $147k | 1.5k | 99.62 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $146k | 1.5k | 96.98 | |
Linde SHS (LIN) | 0.1 | $142k | 372.00 | 381.08 | |
Unilever Spon Adr New (UL) | 0.1 | $142k | 2.7k | 52.14 | |
Genuine Parts Company (GPC) | 0.1 | $137k | 807.00 | 169.23 | |
Ishares Tr S&p 100 Etf (OEF) | 0.1 | $137k | 660.00 | 206.91 | |
Ishares Tr Core Div Grwth (DGRO) | 0.1 | $133k | 2.6k | 51.54 | |
Verizon Communications (VZ) | 0.1 | $132k | 3.6k | 37.19 | |
Clorox Company (CLX) | 0.1 | $130k | 820.00 | 158.99 | |
Unum (UNM) | 0.1 | $129k | 2.7k | 47.70 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $127k | 2.5k | 50.81 | |
Citigroup Com New (C) | 0.1 | $123k | 2.7k | 46.04 | |
Netflix (NFLX) | 0.1 | $122k | 277.00 | 440.69 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $121k | 874.00 | 138.05 | |
Canadian Natl Ry (CNI) | 0.1 | $115k | 950.00 | 121.07 | |
Air Products & Chemicals (APD) | 0.1 | $114k | 382.00 | 299.53 | |
Astronics Corporation (ATRO) | 0.1 | $113k | 5.7k | 19.86 | |
American Electric Power Company (AEP) | 0.1 | $113k | 1.3k | 84.20 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $108k | 414.00 | 261.79 | |
Eversource Energy (ES) | 0.1 | $108k | 1.5k | 70.92 | |
Honeywell International (HON) | 0.1 | $101k | 485.00 | 207.50 | |
Deere & Company (DE) | 0.1 | $101k | 248.00 | 405.54 | |
Chubb (CB) | 0.0 | $100k | 519.00 | 192.47 | |
General Dynamics Corporation (GD) | 0.0 | $97k | 450.00 | 215.15 | |
Emerson Electric (EMR) | 0.0 | $93k | 1.0k | 90.39 | |
Douglas Dynamics (PLOW) | 0.0 | $93k | 3.1k | 29.88 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $92k | 1.3k | 70.48 | |
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $91k | 2.3k | 38.84 | |
Ishares Tr Core Msci Total (IXUS) | 0.0 | $90k | 1.4k | 62.64 | |
Philip Morris International (PM) | 0.0 | $88k | 900.00 | 97.62 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $88k | 318.00 | 275.18 | |
International Business Machines (IBM) | 0.0 | $87k | 647.00 | 133.81 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $82k | 484.00 | 169.81 | |
Metropcs Communications (TMUS) | 0.0 | $82k | 588.00 | 138.90 | |
Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $81k | 1.7k | 47.07 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $81k | 1.7k | 49.22 | |
Gilead Sciences (GILD) | 0.0 | $79k | 1.0k | 77.07 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $79k | 179.00 | 442.16 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $79k | 1.1k | 72.94 | |
Shell Spon Ads (SHEL) | 0.0 | $79k | 1.3k | 60.38 | |
Centene Corporation (CNC) | 0.0 | $77k | 1.1k | 67.45 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $77k | 430.00 | 178.27 | |
Lululemon Athletica (LULU) | 0.0 | $76k | 200.00 | 378.50 | |
Kellogg Company (K) | 0.0 | $74k | 1.1k | 67.40 | |
CVS Caremark Corporation (CVS) | 0.0 | $71k | 1.0k | 69.13 | |
Rockwell Automation (ROK) | 0.0 | $70k | 213.00 | 329.45 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $69k | 396.00 | 173.86 | |
T. Rowe Price (TROW) | 0.0 | $68k | 610.00 | 112.02 | |
Kla Corp Com New (KLAC) | 0.0 | $68k | 140.00 | 485.02 | |
Archer Daniels Midland Company (ADM) | 0.0 | $68k | 893.00 | 75.56 | |
Paychex (PAYX) | 0.0 | $67k | 595.00 | 111.87 | |
Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $66k | 418.00 | 158.43 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $65k | 1.1k | 57.93 | |
Walgreen Boots Alliance (WBA) | 0.0 | $64k | 2.2k | 28.49 | |
Crown Castle Intl (CCI) | 0.0 | $64k | 557.00 | 113.94 | |
Southern Company (SO) | 0.0 | $62k | 881.00 | 70.25 | |
Servicenow (NOW) | 0.0 | $60k | 107.00 | 561.97 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $60k | 321.00 | 186.58 | |
Middlesex Water Company (MSEX) | 0.0 | $59k | 734.00 | 80.66 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $59k | 1.0k | 58.80 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $59k | 360.00 | 162.99 | |
American Tower Reit (AMT) | 0.0 | $58k | 300.00 | 193.94 | |
Us Bancorp Del Com New (USB) | 0.0 | $57k | 1.7k | 33.04 | |
salesforce (CRM) | 0.0 | $56k | 265.00 | 211.26 | |
Altria (MO) | 0.0 | $55k | 1.2k | 45.30 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $55k | 224.00 | 243.13 | |
Texas Instruments Incorporated (TXN) | 0.0 | $54k | 301.00 | 180.02 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $54k | 522.00 | 103.02 | |
PNC Financial Services (PNC) | 0.0 | $54k | 425.00 | 125.95 | |
Hancock John Prem Divid Com Sh Ben Int (PDT) | 0.0 | $51k | 4.3k | 11.78 | |
Ameriprise Financial (AMP) | 0.0 | $51k | 153.00 | 332.16 | |
Pioneer Natural Resources (PXD) | 0.0 | $50k | 242.00 | 207.18 | |
General Motors Company (GM) | 0.0 | $50k | 1.3k | 38.56 | |
Vmware Cl A Com | 0.0 | $50k | 345.00 | 143.69 | |
Ishares Tr Ishares Biotech (IBB) | 0.0 | $48k | 377.00 | 126.80 | |
State Street Corporation (STT) | 0.0 | $48k | 650.00 | 73.18 | |
GSK Sponsored Adr (GSK) | 0.0 | $47k | 1.3k | 35.64 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $46k | 280.00 | 162.43 | |
Airbnb Com Cl A (ABNB) | 0.0 | $45k | 352.00 | 128.07 | |
American Water Works (AWK) | 0.0 | $45k | 313.00 | 142.75 | |
Symbotic Class A Com (SYM) | 0.0 | $43k | 1.0k | 42.81 | |
Colgate-Palmolive Company (CL) | 0.0 | $42k | 550.00 | 77.04 | |
Cigna Corp (CI) | 0.0 | $42k | 150.00 | 280.60 | |
Lamb Weston Hldgs (LW) | 0.0 | $42k | 366.00 | 114.95 | |
West Pharmaceutical Services (WST) | 0.0 | $40k | 105.00 | 382.48 | |
Rivian Automotive Com Cl A (RIVN) | 0.0 | $40k | 2.4k | 16.66 | |
Equity Residential Sh Ben Int (EQR) | 0.0 | $40k | 600.00 | 65.97 | |
Everi Hldgs (EVRI) | 0.0 | $39k | 2.7k | 14.46 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $39k | 847.00 | 46.17 | |
Dominion Resources (D) | 0.0 | $39k | 746.00 | 51.77 | |
V.F. Corporation (VFC) | 0.0 | $39k | 2.0k | 19.09 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $39k | 359.00 | 107.19 | |
Stryker Corporation (SYK) | 0.0 | $38k | 125.00 | 305.10 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $38k | 440.00 | 86.54 | |
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $38k | 2.0k | 19.03 | |
Allstate Corporation (ALL) | 0.0 | $38k | 346.00 | 109.04 | |
S&p Global (SPGI) | 0.0 | $38k | 94.00 | 400.89 | |
Charter Communications Inc N Cl A (CHTR) | 0.0 | $36k | 99.00 | 367.37 | |
Analog Devices (ADI) | 0.0 | $36k | 186.00 | 194.98 | |
Xcel Energy (XEL) | 0.0 | $36k | 575.00 | 62.17 | |
Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.0 | $36k | 1.5k | 23.80 | |
Simon Property (SPG) | 0.0 | $35k | 305.00 | 115.48 | |
General Electric Com New (GE) | 0.0 | $34k | 313.00 | 109.85 | |
AFLAC Incorporated (AFL) | 0.0 | $34k | 491.00 | 69.86 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $34k | 92.00 | 369.42 | |
Devon Energy Corporation (DVN) | 0.0 | $34k | 702.00 | 48.34 | |
Select Sector Spdr Tr Communication (XLC) | 0.0 | $33k | 499.00 | 65.08 | |
Morgan Stanley Com New (MS) | 0.0 | $30k | 348.00 | 85.40 | |
Carrier Global Corporation (CARR) | 0.0 | $29k | 590.00 | 49.71 | |
Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $29k | 1.6k | 18.14 | |
Trane Technologies SHS (TT) | 0.0 | $29k | 150.00 | 191.26 | |
Nextera Energy Partners Com Unit Part In (NEP) | 0.0 | $28k | 475.00 | 58.64 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $28k | 330.00 | 83.56 | |
Lowe's Companies (LOW) | 0.0 | $27k | 120.00 | 225.70 | |
Hershey Company (HSY) | 0.0 | $27k | 108.00 | 249.70 | |
Ishares Msci Israel Etf (EIS) | 0.0 | $27k | 500.00 | 53.58 | |
Ishares Tr Core Total Usd (IUSB) | 0.0 | $26k | 577.00 | 45.48 | |
Entegris (ENTG) | 0.0 | $26k | 230.00 | 110.82 | |
First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $25k | 335.00 | 75.94 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $25k | 258.00 | 96.64 | |
Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $25k | 87.00 | 284.83 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $25k | 305.00 | 80.96 | |
RBB Us Treasy 2 Yr (UTWO) | 0.0 | $24k | 507.00 | 48.21 | |
Vanguard World Fds Energy Etf (VDE) | 0.0 | $24k | 216.00 | 113.04 | |
ConAgra Foods (CAG) | 0.0 | $24k | 715.00 | 33.72 | |
Watsco, Incorporated (WSO) | 0.0 | $24k | 63.00 | 381.48 | |
Darden Restaurants (DRI) | 0.0 | $23k | 136.00 | 167.08 | |
Gartner (IT) | 0.0 | $22k | 64.00 | 350.31 | |
Travelers Companies (TRV) | 0.0 | $22k | 125.00 | 173.66 | |
Target Corporation (TGT) | 0.0 | $22k | 164.00 | 131.90 | |
Xerox Holdings Corp Com New (XRX) | 0.0 | $22k | 1.4k | 14.89 | |
Activision Blizzard | 0.0 | $22k | 255.00 | 84.30 | |
L3harris Technologies (LHX) | 0.0 | $21k | 107.00 | 195.78 | |
Royal Caribbean Cruises (RCL) | 0.0 | $21k | 200.00 | 103.74 | |
Otis Worldwide Corp (OTIS) | 0.0 | $21k | 232.00 | 89.01 | |
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $20k | 1.0k | 19.75 | |
Illinois Tool Works (ITW) | 0.0 | $20k | 81.00 | 250.16 | |
Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $20k | 739.00 | 27.42 | |
Novartis Sponsored Adr (NVS) | 0.0 | $20k | 200.00 | 100.91 | |
Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $20k | 180.00 | 111.60 | |
Waste Management (WM) | 0.0 | $19k | 110.00 | 173.43 | |
Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.0 | $19k | 920.00 | 20.58 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $19k | 2.0k | 9.36 | |
Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.0 | $19k | 203.00 | 92.17 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $18k | 292.00 | 61.87 | |
Copart (CPRT) | 0.0 | $18k | 198.00 | 91.21 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $18k | 89.00 | 199.73 | |
Phillips 66 (PSX) | 0.0 | $18k | 184.00 | 95.12 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $17k | 262.00 | 65.44 | |
Tyler Technologies (TYL) | 0.0 | $17k | 41.00 | 416.49 | |
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $17k | 239.00 | 71.42 | |
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $17k | 1.0k | 16.19 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $17k | 56.00 | 295.84 | |
Proshares Tr Large Cap Cre (CSM) | 0.0 | $16k | 322.00 | 51.05 | |
Exponent (EXPO) | 0.0 | $16k | 170.00 | 93.32 | |
Boston Beer Cl A (SAM) | 0.0 | $15k | 50.00 | 308.44 | |
NiSource (NI) | 0.0 | $15k | 560.00 | 27.35 | |
Fiserv (FI) | 0.0 | $15k | 120.00 | 126.15 | |
Five Below (FIVE) | 0.0 | $15k | 75.00 | 196.55 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $14k | 701.00 | 20.14 | |
Annaly Capital Management In Com New (NLY) | 0.0 | $14k | 700.00 | 20.01 | |
RPM International (RPM) | 0.0 | $14k | 155.00 | 89.74 | |
Haleon Spon Ads (HLN) | 0.0 | $14k | 1.7k | 8.38 | |
Packaging Corporation of America (PKG) | 0.0 | $14k | 104.00 | 132.16 | |
Toro Company (TTC) | 0.0 | $14k | 135.00 | 101.65 | |
Park National Corporation (PRK) | 0.0 | $14k | 134.00 | 102.32 | |
Lithia Motors (LAD) | 0.0 | $14k | 45.00 | 304.11 | |
Nordson Corporation (NDSN) | 0.0 | $14k | 55.00 | 248.18 | |
Urban Edge Pptys (UE) | 0.0 | $13k | 864.00 | 15.43 | |
RBC Bearings Incorporated (RBC) | 0.0 | $13k | 60.00 | 217.48 | |
Jbg Smith Properties (JBGS) | 0.0 | $13k | 864.00 | 15.04 | |
Broadridge Financial Solutions (BR) | 0.0 | $13k | 77.00 | 165.64 | |
ConocoPhillips (COP) | 0.0 | $13k | 123.00 | 103.62 | |
Prospect Capital Corporation (PSEC) | 0.0 | $13k | 2.0k | 6.20 | |
Goldman Sachs (GS) | 0.0 | $12k | 39.00 | 318.82 | |
Moderna (MRNA) | 0.0 | $12k | 101.00 | 121.50 | |
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.0 | $12k | 500.00 | 23.60 | |
Exelon Corporation (EXC) | 0.0 | $12k | 289.00 | 40.74 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $12k | 160.00 | 73.11 | |
Becton, Dickinson and (BDX) | 0.0 | $12k | 44.00 | 264.02 | |
Pool Corporation (POOL) | 0.0 | $11k | 30.00 | 374.67 | |
FactSet Research Systems (FDS) | 0.0 | $11k | 28.00 | 400.68 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $11k | 106.00 | 103.96 | |
Applied Materials (AMAT) | 0.0 | $11k | 75.00 | 144.55 | |
TJX Companies (TJX) | 0.0 | $11k | 125.00 | 84.79 | |
Rb Global (RBA) | 0.0 | $11k | 175.00 | 60.00 | |
Polaris Industries (PII) | 0.0 | $10k | 86.00 | 120.93 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $10k | 504.00 | 20.57 | |
Tekla Life Sciences Invs Sh Ben Int (HQL) | 0.0 | $10k | 754.00 | 13.54 | |
Medtronic SHS (MDT) | 0.0 | $10k | 115.00 | 88.10 | |
Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $10k | 1.0k | 9.95 | |
Gra (GGG) | 0.0 | $9.9k | 115.00 | 86.36 | |
FedEx Corporation (FDX) | 0.0 | $9.9k | 40.00 | 247.90 | |
Cognex Corporation (CGNX) | 0.0 | $9.5k | 170.00 | 56.02 | |
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $9.5k | 503.00 | 18.93 | |
Southwest Airlines (LUV) | 0.0 | $9.4k | 260.00 | 36.21 | |
Ishares Tr Global Tech Etf (IXN) | 0.0 | $9.3k | 150.00 | 62.19 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $9.3k | 123.00 | 75.67 | |
Sun Communities (SUI) | 0.0 | $9.1k | 70.00 | 130.47 | |
Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $9.1k | 514.00 | 17.66 | |
CoStar (CSGP) | 0.0 | $8.9k | 100.00 | 89.00 | |
MarketAxess Holdings (MKTX) | 0.0 | $8.9k | 34.00 | 261.44 | |
Bio Rad Labs Cl A (BIO) | 0.0 | $8.7k | 23.00 | 379.13 | |
Insulet Corporation (PODD) | 0.0 | $8.7k | 30.00 | 288.37 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $8.6k | 118.00 | 72.81 | |
Quaker Chemical Corporation (KWR) | 0.0 | $8.6k | 44.00 | 194.91 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $8.5k | 64.00 | 132.73 | |
Ss&c Technologies Holding (SSNC) | 0.0 | $8.5k | 140.00 | 60.60 | |
Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $8.4k | 1.1k | 8.01 | |
Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $8.2k | 63.00 | 129.89 | |
Esab Corporation (ESAB) | 0.0 | $7.7k | 116.00 | 66.54 | |
Draftkings Com Cl A (DKNG) | 0.0 | $7.7k | 288.00 | 26.57 | |
Rivernorth Managed (RMM) | 0.0 | $7.6k | 500.00 | 15.14 | |
Stag Industrial (STAG) | 0.0 | $7.4k | 206.00 | 35.88 | |
Catalent (CTLT) | 0.0 | $7.4k | 170.00 | 43.36 | |
National Fuel Gas (NFG) | 0.0 | $7.3k | 142.00 | 51.37 | |
Ishares Tr Gbl Comm Svc Etf (IXP) | 0.0 | $7.2k | 105.00 | 68.33 | |
Cardinal Health (CAH) | 0.0 | $7.1k | 75.00 | 94.57 | |
HEICO Corporation (HEI) | 0.0 | $7.1k | 40.00 | 176.95 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $7.1k | 49.00 | 144.27 | |
Hubspot (HUBS) | 0.0 | $6.9k | 13.00 | 532.15 | |
Markel Corporation (MKL) | 0.0 | $6.9k | 5.00 | 1383.20 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $6.7k | 83.00 | 81.24 | |
Epam Systems (EPAM) | 0.0 | $6.7k | 30.00 | 224.77 | |
Sprott Etf Trust Gold Miners Etf (SGDM) | 0.0 | $6.7k | 260.00 | 25.86 | |
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $6.6k | 19.00 | 349.74 | |
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $6.6k | 142.00 | 46.64 | |
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $6.5k | 300.00 | 21.64 | |
Bce Com New (BCE) | 0.0 | $6.4k | 141.00 | 45.60 | |
Greenlight Capital Re Class A (GLRE) | 0.0 | $6.3k | 600.00 | 10.54 | |
Novo-nordisk A S Adr (NVO) | 0.0 | $6.3k | 39.00 | 161.85 | |
Globant S A (GLOB) | 0.0 | $6.3k | 35.00 | 179.74 | |
Fastenal Company (FAST) | 0.0 | $6.3k | 106.00 | 58.99 | |
TreeHouse Foods (THS) | 0.0 | $6.2k | 124.00 | 50.39 | |
ICU Medical, Incorporated (ICUI) | 0.0 | $6.2k | 35.00 | 178.20 | |
Burlington Stores (BURL) | 0.0 | $6.1k | 39.00 | 157.41 | |
Verisk Analytics (VRSK) | 0.0 | $6.1k | 27.00 | 226.04 | |
General Mills (GIS) | 0.0 | $6.0k | 78.00 | 77.14 | |
Frontier Group Hldgs (ULCC) | 0.0 | $6.0k | 621.00 | 9.67 | |
Realty Income (O) | 0.0 | $6.0k | 100.00 | 59.79 | |
Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.0 | $5.9k | 559.00 | 10.63 | |
Rapid7 (RPD) | 0.0 | $5.9k | 130.00 | 45.28 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $5.8k | 70.00 | 83.36 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $5.7k | 50.00 | 114.28 | |
Dow (DOW) | 0.0 | $5.6k | 106.00 | 53.26 | |
Six Flags Entertainment (SIX) | 0.0 | $5.6k | 215.00 | 25.98 | |
Viatris (VTRS) | 0.0 | $5.6k | 558.00 | 9.98 | |
Capital One Financial (COF) | 0.0 | $5.4k | 49.00 | 109.39 | |
BP Sponsored Adr (BP) | 0.0 | $5.3k | 151.00 | 35.29 | |
Kroger (KR) | 0.0 | $5.2k | 111.00 | 47.00 | |
Ares Capital Corporation (ARCC) | 0.0 | $5.1k | 274.00 | 18.79 | |
Sonos (SONO) | 0.0 | $5.1k | 315.00 | 16.33 | |
Paycom Software (PAYC) | 0.0 | $5.1k | 16.00 | 321.25 | |
L.B. Foster Company (FSTR) | 0.0 | $5.1k | 359.00 | 14.28 | |
Janus Henderson Group Ord Shs (JHG) | 0.0 | $5.1k | 186.00 | 27.25 | |
Intuit (INTU) | 0.0 | $5.0k | 11.00 | 458.27 | |
Main Street Capital Corporation (MAIN) | 0.0 | $5.0k | 125.00 | 40.03 | |
Tyson Foods Cl A (TSN) | 0.0 | $5.0k | 98.00 | 51.04 | |
Stmicroelectronics N V Ny Registry (STM) | 0.0 | $5.0k | 100.00 | 49.99 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $4.9k | 40.00 | 122.60 | |
Franklin Resources (BEN) | 0.0 | $4.8k | 181.00 | 26.71 | |
Veeva Sys Cl A Com (VEEV) | 0.0 | $4.7k | 24.00 | 197.75 | |
Aspen Technology (AZPN) | 0.0 | $4.7k | 28.00 | 167.64 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $4.7k | 43.00 | 108.16 | |
Ansys (ANSS) | 0.0 | $4.6k | 14.00 | 330.29 | |
Alexandria Real Estate Equities (ARE) | 0.0 | $4.5k | 40.00 | 113.50 | |
Goodyear Tire & Rubber Company (GT) | 0.0 | $4.5k | 329.00 | 13.68 | |
Foot Locker (FL) | 0.0 | $4.5k | 166.00 | 27.11 | |
Dupont De Nemours (DD) | 0.0 | $4.4k | 61.00 | 71.44 | |
Cme (CME) | 0.0 | $4.3k | 23.00 | 186.43 | |
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $4.2k | 338.00 | 12.54 | |
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $4.0k | 41.00 | 97.61 | |
Dril-Quip (DRQ) | 0.0 | $4.0k | 170.00 | 23.27 | |
Kohl's Corporation (KSS) | 0.0 | $3.9k | 169.00 | 23.05 | |
Adapthealth Corp Common Stock (AHCO) | 0.0 | $3.8k | 315.00 | 12.17 | |
Zoominfo Technologies Common Stock (ZI) | 0.0 | $3.8k | 150.00 | 25.39 | |
Duluth Hldgs Com Cl B (DLTH) | 0.0 | $3.7k | 591.00 | 6.28 | |
Smucker J M Com New (SJM) | 0.0 | $3.7k | 25.00 | 147.68 | |
Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $3.7k | 270.00 | 13.61 | |
Ishares Tr Tips Bd Etf (TIP) | 0.0 | $3.7k | 34.00 | 107.65 | |
Vanguard World Fds Financials Etf (VFH) | 0.0 | $3.7k | 45.00 | 81.24 | |
Capri Holdings SHS (CPRI) | 0.0 | $3.6k | 101.00 | 35.89 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $3.4k | 56.00 | 61.02 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $3.4k | 200.00 | 16.80 | |
Kaman Corporation (KAMN) | 0.0 | $3.3k | 134.00 | 24.34 | |
Western Union Company (WU) | 0.0 | $3.2k | 276.00 | 11.73 | |
First Horizon National Corporation (FHN) | 0.0 | $3.2k | 286.00 | 11.27 | |
Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $3.2k | 68.00 | 46.81 | |
Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $3.0k | 51.00 | 59.06 | |
Apollo Commercial Real Est. Finance (ARI) | 0.0 | $3.0k | 265.00 | 11.32 | |
Ubiquiti (UI) | 0.0 | $3.0k | 17.00 | 175.76 | |
Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $2.8k | 50.00 | 56.14 | |
Marriott Intl Cl A (MAR) | 0.0 | $2.8k | 15.00 | 184.33 | |
Penn National Gaming (PENN) | 0.0 | $2.6k | 110.00 | 24.04 | |
Vanguard World Fds Industrial Etf (VIS) | 0.0 | $2.5k | 12.00 | 205.58 | |
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $2.4k | 10.00 | 244.90 | |
Indivior Ord (INDV) | 0.0 | $2.4k | 100.00 | 23.80 | |
Brighthouse Finl (BHF) | 0.0 | $2.4k | 50.00 | 47.36 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.2k | 10.00 | 220.20 | |
Datadog Cl A Com (DDOG) | 0.0 | $2.0k | 20.00 | 98.40 | |
Paypal Holdings (PYPL) | 0.0 | $1.8k | 26.00 | 68.35 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.8k | 12.00 | 146.92 | |
Elanco Animal Health (ELAN) | 0.0 | $1.8k | 174.00 | 10.06 | |
Cloudflare Cl A Com (NET) | 0.0 | $1.6k | 24.00 | 65.38 | |
Listed Fd Tr Roundhill Ball (METV) | 0.0 | $1.6k | 150.00 | 10.39 | |
Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $1.5k | 51.00 | 29.49 | |
Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $1.5k | 93.00 | 15.72 | |
Qualcomm (QCOM) | 0.0 | $1.4k | 13.00 | 110.00 | |
Teladoc (TDOC) | 0.0 | $1.2k | 49.00 | 25.33 | |
Alight Com Cl A (ALIT) | 0.0 | $1.2k | 129.00 | 9.24 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $1.1k | 5.00 | 229.80 | |
Starbucks Corporation (SBUX) | 0.0 | $1.1k | 11.00 | 95.64 | |
Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $967.999200 | 28.00 | 34.57 | |
Etsy (ETSY) | 0.0 | $931.000400 | 11.00 | 84.64 | |
JetBlue Airways Corporation (JBLU) | 0.0 | $886.000000 | 100.00 | 8.86 | |
Uipath Cl A (PATH) | 0.0 | $829.000000 | 50.00 | 16.58 | |
International Paper Company (IP) | 0.0 | $763.999200 | 24.00 | 31.83 | |
Ishares Tr Expanded Tech (IGV) | 0.0 | $692.000000 | 2.00 | 346.00 | |
Twilio Cl A (TWLO) | 0.0 | $637.000000 | 10.00 | 63.70 | |
Listed Fd Tr Roundhill Video (NERD) | 0.0 | $599.001600 | 38.00 | 15.76 | |
Take-Two Interactive Software (TTWO) | 0.0 | $589.000000 | 4.00 | 147.25 | |
Skyworks Solutions (SWKS) | 0.0 | $584.000000 | 5.00 | 116.80 | |
Ericsson Adr B Sek 10 (ERIC) | 0.0 | $545.000000 | 100.00 | 5.45 | |
Sunrun (RUN) | 0.0 | $536.001000 | 30.00 | 17.87 | |
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $524.000000 | 1.00 | 524.00 | |
Liberty Media Corp Del Com C Siriusxm | 0.0 | $524.000000 | 16.00 | 32.75 | |
System1 Cl A Com (SST) | 0.0 | $517.994500 | 115.00 | 4.50 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $476.000000 | 10.00 | 47.60 | |
Fastly Cl A (FSLY) | 0.0 | $411.000200 | 26.00 | 15.81 | |
Stitch Fix Com Cl A (SFIX) | 0.0 | $385.000000 | 100.00 | 3.85 | |
Liberty Global SHS CL C | 0.0 | $373.999500 | 21.00 | 17.81 | |
F&g Annuities & Life Common Stock (FG) | 0.0 | $346.999800 | 14.00 | 24.79 | |
Zoom Video Communications In Cl A (ZM) | 0.0 | $340.000000 | 5.00 | 68.00 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $321.000000 | 4.00 | 80.25 | |
Roku Com Cl A (ROKU) | 0.0 | $320.000000 | 5.00 | 64.00 | |
Intel Corporation (INTC) | 0.0 | $311.000400 | 9.00 | 34.56 | |
Resideo Technologies (REZI) | 0.0 | $301.000300 | 17.00 | 17.71 | |
Sofi Technologies (SOFI) | 0.0 | $300.999600 | 36.00 | 8.36 | |
Liberty Media Corp Del Com A Siriusxm | 0.0 | $263.000000 | 8.00 | 32.88 | |
Sylvamo Corp Common Stock (SLVM) | 0.0 | $243.000000 | 6.00 | 40.50 | |
Paysafe SHS (PSFE) | 0.0 | $243.000000 | 24.00 | 10.12 | |
Cameco Corporation (CCJ) | 0.0 | $220.000200 | 7.00 | 31.43 | |
Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $198.000000 | 3.00 | 66.00 | |
Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $189.000000 | 10.00 | 18.90 | |
Huya Ads Rep Shs A (HUYA) | 0.0 | $179.000000 | 50.00 | 3.58 | |
Embecta Corp Common Stock (EMBC) | 0.0 | $173.000000 | 8.00 | 21.62 | |
Lemonade (LMND) | 0.0 | $169.000000 | 10.00 | 16.90 | |
Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $160.000000 | 2.00 | 80.00 | |
Agora Ads (API) | 0.0 | $157.000000 | 50.00 | 3.14 | |
Advansix (ASIX) | 0.0 | $140.000000 | 4.00 | 35.00 | |
Etf Ser Solutions Defiance Next (FIVG) | 0.0 | $139.000000 | 4.00 | 34.75 | |
Invitae (NVTAQ) | 0.0 | $136.996200 | 121.00 | 1.13 | |
Vici Pptys (VICI) | 0.0 | $95.000100 | 3.00 | 31.67 | |
Orion Office Reit Inc-w/i (ONL) | 0.0 | $67.000000 | 10.00 | 6.70 | |
Pyxis Oncology Common Stock (PYXS) | 0.0 | $64.000000 | 25.00 | 2.56 | |
Kyndryl Hldgs Common Stock (KD) | 0.0 | $54.000000 | 4.00 | 13.50 | |
Qurate Retail Com Ser A (QRTEA) | 0.0 | $35.000000 | 35.00 | 1.00 | |
Remark Hldgs Com New (MARK) | 0.0 | $6.000000 | 6.00 | 1.00 |