Aaron Wealth Advisors

Latest statistics and disclosures from Aaron Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Aaron Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Aaron Wealth Advisors

Aaron Wealth Advisors holds 427 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 9.4 $79M +4% 1.0M 78.05
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Amgen (AMGN) 7.6 $64M -3% 199k 322.21
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 7.4 $62M 741k 83.33
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 7.1 $60M 619k 96.52
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Ishares Core Msci Emkt (IEMG) 3.8 $32M +4% 555k 57.41
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Microsoft Corporation (MSFT) 3.0 $26M +11% 59k 430.30
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Flexshares Tr Mornstar Upstr (GUNR) 3.0 $25M +7% 608k 41.25
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Apple (AAPL) 2.7 $23M +16% 98k 233.00
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Vanguard Index Fds Sm Cp Val Etf (VBR) 2.1 $18M +14% 88k 200.78
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Freeport-mcmoran CL B (FCX) 1.9 $16M 316k 49.92
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NVIDIA Corporation (NVDA) 1.8 $15M +23% 126k 121.44
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.6 $14M +21% 51k 267.37
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $14M -2% 24k 573.76
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.6 $13M +25% 269k 49.41
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Amazon (AMZN) 1.0 $8.7M +26% 47k 186.33
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $7.9M 21k 375.38
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Proshares Tr DJ BRKFLD GLB (TOLZ) 0.9 $7.5M -24% 148k 50.56
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.9 $7.4M 28k 260.07
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $7.2M +9% 16k 460.26
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Ishares Tr Msci Eafe Etf (EFA) 0.7 $6.3M 75k 83.63
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Meta Platforms Cl A (META) 0.7 $6.2M +26% 11k 572.44
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $5.5M +24% 33k 165.85
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Wal-Mart Stores (WMT) 0.6 $5.1M +8% 63k 80.75
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.6 $5.1M -11% 88k 57.22
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.6 $4.9M 102k 48.14
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Eli Lilly & Co. (LLY) 0.6 $4.8M +14% 5.4k 885.94
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Alphabet Cap Stk Cl C (GOOG) 0.6 $4.7M +23% 28k 167.19
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Bristol Myers Squibb (BMY) 0.5 $4.6M +4% 88k 51.74
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $4.4M -2% 8.3k 527.67
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Visa Com Cl A (V) 0.5 $4.2M +9% 15k 274.95
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Ishares Tr Core S&p500 Etf (IVV) 0.5 $4.2M 7.3k 576.84
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $4.0M 18k 220.89
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JPMorgan Chase & Co. (JPM) 0.5 $3.9M +16% 19k 210.86
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Danaher Corporation (DHR) 0.4 $3.6M 13k 278.02
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Vanguard Index Fds Growth Etf (VUG) 0.4 $3.4M 8.9k 383.92
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Broadcom (AVGO) 0.4 $3.3M +1232% 19k 172.50
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Uber Technologies (UBER) 0.4 $3.3M +4% 44k 75.16
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Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $3.2M 17k 189.80
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Exxon Mobil Corporation (XOM) 0.4 $3.2M +22% 27k 117.22
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Johnson & Johnson (JNJ) 0.4 $3.1M +7% 19k 162.06
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Oracle Corporation (ORCL) 0.4 $2.9M +7% 17k 170.40
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Home Depot (HD) 0.3 $2.9M +6% 7.3k 405.18
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Dbx Etf Tr Xtrack Msci All (DBAW) 0.3 $2.9M 84k 34.90
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Tesla Motors (TSLA) 0.3 $2.8M +44% 11k 261.62
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Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $2.8M 79k 35.42
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Waste Management (WM) 0.3 $2.7M 13k 207.60
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.7M +26% 21k 125.62
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Mastercard Incorporated Cl A (MA) 0.3 $2.6M +14% 5.3k 493.76
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Procter & Gamble Company (PG) 0.3 $2.6M +8% 15k 173.20
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $2.5M +6% 7.1k 353.48
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Costco Wholesale Corporation (COST) 0.3 $2.4M +14% 2.8k 886.52
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UnitedHealth (UNH) 0.3 $2.4M +18% 4.2k 584.68
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Automatic Data Processing (ADP) 0.3 $2.4M +4% 8.7k 276.73
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Novo-nordisk A S Adr (NVO) 0.3 $2.4M +25% 20k 119.07
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Target Corporation (TGT) 0.3 $2.3M +13% 15k 155.86
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $2.3M +189% 13k 173.67
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Coca-Cola Company (KO) 0.3 $2.3M 32k 71.86
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Caterpillar (CAT) 0.3 $2.2M +15% 5.7k 391.15
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Eaton Corp SHS (ETN) 0.3 $2.2M +6% 6.7k 331.46
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McKesson Corporation (MCK) 0.2 $2.0M -7% 4.0k 494.42
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Abbvie (ABBV) 0.2 $2.0M +6% 10k 197.48
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $2.0M +24% 2.4k 833.25
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Sap Se Spon Adr (SAP) 0.2 $1.9M +20% 8.1k 229.10
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Advanced Micro Devices (AMD) 0.2 $1.8M +9% 11k 164.08
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Bank of America Corporation (BAC) 0.2 $1.8M +13% 44k 39.68
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Progressive Corporation (PGR) 0.2 $1.7M +11% 6.8k 253.76
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International Business Machines (IBM) 0.2 $1.7M +2% 7.8k 221.08
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Netflix (NFLX) 0.2 $1.7M +26% 2.4k 709.27
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Applied Materials (AMAT) 0.2 $1.7M +10% 8.4k 202.05
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.7M 27k 62.32
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S&p Global (SPGI) 0.2 $1.6M +7% 3.2k 516.62
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Merck & Co (MRK) 0.2 $1.6M +9% 14k 113.56
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salesforce (CRM) 0.2 $1.6M +9% 6.0k 273.70
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Cisco Systems (CSCO) 0.2 $1.6M +16% 30k 53.22
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.6M 14k 116.96
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.5M +3% 6.5k 237.22
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Novartis Sponsored Adr (NVS) 0.2 $1.5M +25% 13k 115.02
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Thermo Fisher Scientific (TMO) 0.2 $1.5M +28% 2.4k 618.57
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McDonald's Corporation (MCD) 0.2 $1.5M +4% 4.9k 304.51
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.5M 28k 52.81
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $1.5M +8% 3.2k 465.08
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Linde SHS (LIN) 0.2 $1.5M +14% 3.1k 476.86
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TJX Companies (TJX) 0.2 $1.4M +11% 12k 117.54
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Qualcomm (QCOM) 0.2 $1.4M +20% 8.4k 170.05
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Astrazeneca Sponsored Adr (AZN) 0.2 $1.4M +26% 17k 77.91
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Ing Groep Sponsored Adr (ING) 0.2 $1.3M +6% 74k 18.16
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Royal Gold (RGLD) 0.2 $1.3M 9.6k 140.30
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Kura Oncology (KURA) 0.2 $1.3M -3% 68k 19.54
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Texas Instruments Incorporated (TXN) 0.2 $1.3M +10% 6.2k 206.57
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Sanofi Sponsored Adr (SNY) 0.2 $1.3M +13% 22k 57.63
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Lowe's Companies (LOW) 0.2 $1.3M +19% 4.7k 270.82
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Adobe Systems Incorporated (ADBE) 0.1 $1.3M +16% 2.4k 517.80
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Toyota Motor Corp Ads (TM) 0.1 $1.2M +21% 6.8k 178.57
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Lockheed Martin Corporation (LMT) 0.1 $1.2M +38% 2.1k 584.67
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Intuitive Surgical Com New (ISRG) 0.1 $1.2M +27% 2.4k 491.26
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General Mills (GIS) 0.1 $1.2M +2% 16k 73.85
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Colgate-Palmolive Company (CL) 0.1 $1.2M +18% 12k 103.81
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.2M 9.4k 126.18
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Cardinal Health (CAH) 0.1 $1.2M +8% 11k 110.52
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.1M 2.4k 488.08
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Spdr Index Shs Fds S&p North Amer (NANR) 0.1 $1.1M 20k 56.63
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Mondelez Intl Cl A (MDLZ) 0.1 $1.1M +16% 15k 73.67
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Pepsi (PEP) 0.1 $1.1M +13% 6.6k 170.05
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.1M 11k 106.19
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Union Pacific Corporation (UNP) 0.1 $1.1M +8% 4.5k 246.48
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.1M +32% 3.9k 283.16
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Mannkind Corp Com New (MNKD) 0.1 $1.1M 177k 6.29
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American Express Company (AXP) 0.1 $1.1M +10% 4.1k 271.20
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Ge Aerospace Com New (GE) 0.1 $1.1M +26% 5.8k 188.58
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Abbott Laboratories (ABT) 0.1 $1.1M +16% 9.5k 114.01
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Unilever Spon Adr New (UL) 0.1 $1.1M +23% 17k 64.96
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Shell Spon Ads (SHEL) 0.1 $1.1M +31% 16k 65.95
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Chevron Corporation (CVX) 0.1 $1.1M +7% 7.3k 147.27
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Walt Disney Company (DIS) 0.1 $1.1M +9% 11k 96.19
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Raytheon Technologies Corp (RTX) 0.1 $1.0M +11% 8.6k 121.16
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.0M 12k 84.53
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Wheaton Precious Metals Corp (WPM) 0.1 $1.0M 17k 61.08
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Wells Fargo & Company (WFC) 0.1 $1.0M +24% 18k 56.49
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Charles Schwab Corporation (SCHW) 0.1 $976k +4% 15k 64.81
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Stryker Corporation (SYK) 0.1 $968k +13% 2.7k 361.26
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $943k +20% 21k 45.19
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Verizon Communications (VZ) 0.1 $925k +17% 21k 44.91
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Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $918k 17k 54.43
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Comcast Corp Cl A (CMCSA) 0.1 $918k +27% 22k 41.77
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $889k 5.3k 167.67
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $886k 9.3k 95.75
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Kimberly-Clark Corporation (KMB) 0.1 $867k -6% 6.1k 142.28
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Marriott Intl Cl A (MAR) 0.1 $863k +24% 3.5k 248.60
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Morgan Stanley Com New (MS) 0.1 $853k +28% 8.2k 104.24
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GSK Sponsored Adr (GSK) 0.1 $847k +11% 21k 40.88
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Sony Group Corp Sponsored Adr (SONY) 0.1 $808k +26% 8.4k 96.57
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CVS Caremark Corporation (CVS) 0.1 $806k +23% 13k 62.88
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Hershey Company (HSY) 0.1 $801k -17% 4.2k 191.78
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At&t (T) 0.1 $798k +25% 36k 22.00
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $793k 3.3k 243.47
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $791k +20% 78k 10.18
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Gilead Sciences (GILD) 0.1 $785k +40% 9.4k 83.84
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Philip Morris International (PM) 0.1 $777k +29% 6.4k 121.40
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Deere & Company (DE) 0.1 $776k +10% 1.9k 417.30
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BlackRock (BLK) 0.1 $775k +9% 816.00 949.51
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Totalenergies Se Sponsored Ads (TTE) 0.1 $764k +32% 12k 64.62
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Illinois Tool Works (ITW) 0.1 $759k +15% 2.9k 262.10
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Goldman Sachs (GS) 0.1 $749k +26% 1.5k 495.11
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Arista Networks (ANET) 0.1 $745k +31% 1.9k 383.81
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ConocoPhillips (COP) 0.1 $738k +10% 7.0k 105.28
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Relx Sponsored Adr (RELX) 0.1 $732k +18% 15k 47.46
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Boston Scientific Corporation (BSX) 0.1 $728k +26% 8.7k 83.80
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Analog Devices (ADI) 0.1 $726k +38% 3.2k 230.17
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Booking Holdings (BKNG) 0.1 $712k +15% 169.00 4212.12
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Consolidated Edison (ED) 0.1 $710k +5% 6.8k 104.13
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $696k 15k 47.85
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Sempra Energy (SRE) 0.1 $695k 8.3k 83.63
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Intuit (INTU) 0.1 $694k -9% 1.1k 621.00
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Bhp Group Sponsored Ads (BHP) 0.1 $685k 11k 62.11
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Brookdale Senior Living (BKD) 0.1 $683k 101k 6.79
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Northrop Grumman Corporation (NOC) 0.1 $670k +35% 1.3k 527.88
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $667k 7.9k 84.17
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Lam Research Corporation (LRCX) 0.1 $654k +14% 802.00 816.01
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Marsh & McLennan Companies (MMC) 0.1 $653k +6% 2.9k 223.09
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $642k 5.4k 119.55
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Micron Technology (MU) 0.1 $640k +7% 6.2k 103.71
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $627k +19% 50k 12.63
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Corning Incorporated (GLW) 0.1 $626k +17% 14k 45.15
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Starbucks Corporation (SBUX) 0.1 $617k +59% 6.3k 97.49
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Hca Holdings (HCA) 0.1 $615k +46% 1.5k 406.43
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Nextera Energy (NEE) 0.1 $613k +16% 7.3k 84.53
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Citigroup Com New (C) 0.1 $612k +38% 9.8k 62.60
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $611k 9.0k 67.85
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $601k -5% 3.0k 197.17
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Sherwin-Williams Company (SHW) 0.1 $598k +35% 1.6k 381.67
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $595k +7% 9.0k 66.29
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Medtronic SHS (MDT) 0.1 $592k +70% 6.6k 90.03
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Servicenow (NOW) 0.1 $585k +22% 654.00 894.39
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Kellogg Company (K) 0.1 $583k +2% 7.2k 80.71
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Icici Bank Adr (IBN) 0.1 $578k +29% 19k 29.85
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Emerson Electric (EMR) 0.1 $575k +44% 5.3k 109.37
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EOG Resources (EOG) 0.1 $571k +19% 4.6k 122.92
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Bank of New York Mellon Corporation (BK) 0.1 $566k +41% 7.9k 71.86
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Cintas Corporation (CTAS) 0.1 $566k +437% 2.7k 205.88
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W.W. Grainger (GWW) 0.1 $563k +15% 542.00 1038.81
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Chipotle Mexican Grill (CMG) 0.1 $559k +32% 9.7k 57.62
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Textron (TXT) 0.1 $541k -9% 6.1k 88.58
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Moody's Corporation (MCO) 0.1 $533k +18% 1.1k 474.59
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Virtus Etf Tr Ii Newfleet Abs Mbs (VABS) 0.1 $527k -15% 22k 24.35
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Chubb (CB) 0.1 $519k +12% 1.8k 288.39
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Zoetis Cl A (ZTS) 0.1 $512k +63% 2.6k 195.38
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Palo Alto Networks (PANW) 0.1 $511k +24% 1.5k 341.80
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Paccar (PCAR) 0.1 $506k +72% 5.1k 98.68
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $500k +29% 46k 10.84
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Kroger (KR) 0.1 $497k +41% 8.7k 57.30
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Te Connectivity Ord Shs 0.1 $492k NEW 3.3k 150.97
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $489k 2.5k 198.07
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $487k NEW 4.6k 106.12
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Southern Company (SO) 0.1 $487k +17% 5.4k 90.18
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Regeneron Pharmaceuticals (REGN) 0.1 $484k +14% 460.00 1051.24
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Kkr & Co (KKR) 0.1 $482k +14% 3.7k 130.58
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Honda Motor Adr Ech Cnv In 3 (HMC) 0.1 $481k +13% 15k 31.73
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Pfizer (PFE) 0.1 $480k +41% 17k 28.94
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Banco Santander Adr (SAN) 0.1 $479k +19% 94k 5.10
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Rio Tinto Sponsored Adr (RIO) 0.1 $479k +31% 6.7k 71.17
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Fiserv (FI) 0.1 $478k +24% 2.7k 179.65
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Intel Corporation (INTC) 0.1 $469k -18% 20k 23.46
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Honeywell International (HON) 0.1 $466k +27% 2.3k 206.71
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FedEx Corporation (FDX) 0.1 $458k +4% 1.7k 273.68
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Orix Corp Sponsored Adr (IX) 0.1 $456k +7% 3.9k 116.05
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Workday Cl A (WDAY) 0.1 $456k +55% 1.9k 244.41
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Targa Res Corp (TRGP) 0.1 $456k +8% 3.1k 148.01
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Howmet Aerospace (HWM) 0.1 $455k +20% 4.5k 100.25
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General Dynamics Corporation (GD) 0.1 $455k -6% 1.5k 302.20
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Intercontinental Exchange (ICE) 0.1 $451k +9% 2.8k 160.64
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Kla Corp Com New (KLAC) 0.1 $448k +65% 578.00 774.41
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Constellation Energy (CEG) 0.1 $447k +10% 1.7k 260.02
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Trane Technologies SHS (TT) 0.1 $446k +33% 1.1k 388.85
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AFLAC Incorporated (AFL) 0.1 $446k +6% 4.0k 111.80
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Vanguard World Inf Tech Etf (VGT) 0.1 $446k 760.00 586.52
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Motorola Solutions Com New (MSI) 0.1 $445k +44% 990.00 449.63
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $445k 1.1k 423.12
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Masco Corporation (MAS) 0.1 $442k NEW 5.3k 83.94
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $441k 4.8k 91.93
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Metropcs Communications (TMUS) 0.1 $437k +17% 2.1k 206.36
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British Amern Tob Sponsored Adr (BTI) 0.1 $434k +33% 12k 36.58
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Capital One Financial (COF) 0.1 $432k +40% 2.9k 149.73
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Anthem (ELV) 0.1 $430k +7% 826.00 520.00
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $428k 3.3k 128.20
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O'reilly Automotive (ORLY) 0.1 $423k +52% 367.00 1151.60
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Phillips 66 (PSX) 0.1 $423k +7% 3.2k 131.45
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Ross Stores (ROST) 0.1 $422k +49% 2.8k 150.51
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Cigna Corp (CI) 0.0 $415k +23% 1.2k 346.44
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Ecolab (ECL) 0.0 $413k +28% 1.6k 255.33
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BP Sponsored Adr (BP) 0.0 $409k +22% 13k 31.39
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Diageo Spon Adr New (DEO) 0.0 $401k +50% 2.9k 140.34
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Agilent Technologies Inc C ommon (A) 0.0 $398k NEW 2.7k 148.48
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Hdfc Bank Sponsored Ads (HDB) 0.0 $397k NEW 6.3k 62.56
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Cdw (CDW) 0.0 $397k +20% 1.8k 226.30
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $396k -2% 1.5k 263.83
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Nomura Hldgs Sponsored Adr (NMR) 0.0 $394k -7% 76k 5.22
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Hilton Worldwide Holdings (HLT) 0.0 $394k +42% 1.7k 230.50
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $392k -6% 5.0k 78.39
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Ameriprise Financial (AMP) 0.0 $385k +12% 819.00 469.81
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Xcel Energy (XEL) 0.0 $385k +37% 5.9k 65.30
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AutoZone (AZO) 0.0 $384k +34% 122.00 3150.04
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Ge Vernova (GEV) 0.0 $383k NEW 1.5k 254.98
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Vertiv Holdings Com Cl A (VRT) 0.0 $382k +53% 3.8k 99.49
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AmerisourceBergen (COR) 0.0 $381k +85% 1.7k 225.08
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Mizuho Financial Group Sponsored Adr (MFG) 0.0 $381k +19% 91k 4.18
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Amphenol Corp Cl A (APH) 0.0 $379k +5% 5.8k 65.16
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Hp (HPQ) 0.0 $379k +33% 11k 35.87
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $376k +20% 121k 3.12
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National Grid Sponsored Adr Ne (NGG) 0.0 $374k NEW 5.4k 69.67
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Oneok (OKE) 0.0 $373k +12% 4.1k 91.13
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Airbnb Com Cl A (ABNB) 0.0 $372k +40% 2.9k 126.81
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Marathon Petroleum Corp (MPC) 0.0 $372k +9% 2.3k 162.91
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Enbridge (ENB) 0.0 $368k 9.1k 40.61
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Paypal Holdings (PYPL) 0.0 $368k NEW 4.7k 78.02
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Air Products & Chemicals (APD) 0.0 $367k -17% 1.2k 297.74
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Block Cl A (SQ) 0.0 $366k +9% 5.4k 67.13
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Discover Financial Services (DFS) 0.0 $358k +55% 2.5k 140.29
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Kraft Heinz (KHC) 0.0 $357k NEW 10k 35.11
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Lennar Corp Cl A (LEN) 0.0 $355k +37% 1.9k 187.48
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United Rentals (URI) 0.0 $355k +21% 438.00 809.73
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Aon Shs Cl A (AON) 0.0 $355k +35% 1.0k 345.99
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Prudential Financial (PRU) 0.0 $353k +45% 2.9k 121.10
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Royal Caribbean Cruises (RCL) 0.0 $352k NEW 2.0k 177.36
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Nike CL B (NKE) 0.0 $352k -34% 4.0k 88.40
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Avidity Biosciences Ord (RNA) 0.0 $349k NEW 7.6k 45.93
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3M Company (MMM) 0.0 $348k +9% 2.5k 136.70
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Us Bancorp Del Com New (USB) 0.0 $347k +26% 7.6k 45.73
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ConAgra Foods (CAG) 0.0 $342k +40% 11k 32.52
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Cummins (CMI) 0.0 $341k +27% 1.1k 323.79
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Apollo Global Mgmt (APO) 0.0 $341k +8% 2.7k 124.91
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Ishares Tr Eafe Value Etf (EFV) 0.0 $339k 5.9k 57.53
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Dynatrace Com New (DT) 0.0 $335k NEW 6.3k 53.47
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Corteva (CTVA) 0.0 $333k -3% 5.7k 58.79
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Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $332k +15% 23k 14.22
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Cme (CME) 0.0 $331k +25% 1.5k 220.65
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Republic Services (RSG) 0.0 $330k +57% 1.6k 200.84
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Boston Beer Cl A (SAM) 0.0 $329k NEW 1.1k 289.14
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Barclays Adr (BCS) 0.0 $325k +22% 27k 12.15
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International Flavors & Fragrances (IFF) 0.0 $321k NEW 3.1k 104.93
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Dbx Etf Tr Xtrckr Msci Us (USSG) 0.0 $321k -5% 6.0k 53.27
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Truist Financial Corp equities (TFC) 0.0 $320k +29% 7.5k 42.77
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American Intl Group Com New (AIG) 0.0 $319k +22% 4.4k 73.23
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Veralto Corp Com Shs (VLTO) 0.0 $319k 2.9k 111.85
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Cheniere Energy Com New (LNG) 0.0 $319k +18% 1.8k 179.84
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James Hardie Inds Sponsored Adr (JHX) 0.0 $317k +10% 7.9k 40.15
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Essex Property Trust (ESS) 0.0 $316k NEW 1.1k 295.42
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ResMed (RMD) 0.0 $313k NEW 1.3k 244.12
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Toll Brothers (TOL) 0.0 $312k NEW 2.0k 154.49
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Palantir Technologies Cl A (PLTR) 0.0 $312k NEW 8.4k 37.20
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.0 $311k +8% 7.3k 42.37
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Haleon Spon Ads (HLN) 0.0 $311k +23% 29k 10.58
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Autodesk (ADSK) 0.0 $311k NEW 1.1k 275.48
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Fastenal Company (FAST) 0.0 $310k NEW 4.3k 71.42
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Boeing Company (BA) 0.0 $309k +18% 2.0k 152.04
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Centene Corporation (CNC) 0.0 $308k NEW 4.1k 75.28
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Exelon Corporation (EXC) 0.0 $308k +11% 7.6k 40.55
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Baxter International (BAX) 0.0 $307k NEW 8.1k 37.97
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Natwest Group Spons Adr (NWG) 0.0 $305k +28% 33k 9.36
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General Motors Company (GM) 0.0 $305k +43% 6.8k 44.84
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Blackstone Group Inc Com Cl A (BX) 0.0 $304k +21% 2.0k 153.13
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Wabtec Corporation (WAB) 0.0 $304k NEW 1.7k 181.77
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Diamondback Energy (FANG) 0.0 $303k +10% 1.8k 172.40
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Ishares Esg Awr Msci Em (ESGE) 0.0 $303k 8.3k 36.41
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American Electric Power Company (AEP) 0.0 $302k +20% 2.9k 102.60
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Doordash Cl A (DASH) 0.0 $300k NEW 2.1k 142.73
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Clean Harbors (CLH) 0.0 $300k NEW 1.2k 241.71
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Avadel Pharmaceuticals Com Shs (AVDL) 0.0 $297k 23k 13.12
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Edison International (EIX) 0.0 $296k NEW 3.4k 87.09
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Kb Finl Group Sponsored Adr (KB) 0.0 $294k +21% 4.8k 61.75
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Gartner (IT) 0.0 $292k NEW 576.00 506.76
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $292k 3.3k 88.14
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SYSCO Corporation (SYY) 0.0 $291k NEW 3.7k 78.06
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Altria (MO) 0.0 $290k NEW 5.7k 51.04
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Pulte (PHM) 0.0 $288k 2.0k 143.53
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Allstate Corporation (ALL) 0.0 $288k +16% 1.5k 189.65
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CSX Corporation (CSX) 0.0 $284k +26% 8.2k 34.53
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United Parcel Service CL B (UPS) 0.0 $281k NEW 2.1k 136.34
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Infosys Sponsored Adr (INFY) 0.0 $280k NEW 13k 22.27
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Bunge Global Sa Com Shs (BG) 0.0 $280k NEW 2.9k 96.64
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Paylocity Holding Corporation (PCTY) 0.0 $278k NEW 1.7k 164.97
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Parker-Hannifin Corporation (PH) 0.0 $277k +6% 438.00 631.82
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Occidental Petroleum Corporation (OXY) 0.0 $276k +21% 5.4k 51.54
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Zoom Video Communications In Cl A (ZM) 0.0 $275k NEW 3.9k 69.74
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Synchrony Financial (SYF) 0.0 $273k NEW 5.5k 49.88
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Edwards Lifesciences (EW) 0.0 $273k NEW 4.1k 65.99
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Carrier Global Corporation (CARR) 0.0 $273k -15% 3.4k 80.49
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Dick's Sporting Goods (DKS) 0.0 $271k NEW 1.3k 208.70
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Genpact SHS (G) 0.0 $270k NEW 6.9k 39.21
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Docusign (DOCU) 0.0 $269k NEW 4.3k 62.09
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PPG Industries (PPG) 0.0 $268k NEW 2.0k 132.46
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Leidos Holdings (LDOS) 0.0 $267k NEW 1.6k 163.04
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Loews Corporation (L) 0.0 $267k +11% 3.4k 79.05
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eBay (EBAY) 0.0 $266k +3% 4.1k 65.11
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Old Dominion Freight Line (ODFL) 0.0 $266k NEW 1.3k 198.63
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $265k 4.7k 56.60
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TransDigm Group Incorporated (TDG) 0.0 $264k -11% 185.00 1427.13
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Telefonica S A Sponsored Adr (TEF) 0.0 $264k +402% 54k 4.86
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Sba Communications Corp Cl A (SBAC) 0.0 $261k NEW 1.1k 240.70
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Duke Energy Corp Com New (DUK) 0.0 $260k NEW 2.3k 115.30
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PNC Financial Services (PNC) 0.0 $258k NEW 1.4k 184.85
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Stanley Black & Decker (SWK) 0.0 $257k NEW 2.3k 110.13
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Ishares Tr Esg Aware Msci (ESML) 0.0 $256k 6.1k 41.82
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Synopsys (SNPS) 0.0 $256k 506.00 506.39
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American Water Works (AWK) 0.0 $255k NEW 1.7k 146.24
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F5 Networks (FFIV) 0.0 $255k NEW 1.2k 220.20
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Okta Cl A (OKTA) 0.0 $254k +19% 3.4k 74.34
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Paychex (PAYX) 0.0 $253k -9% 1.9k 134.19
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Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $253k NEW 7.7k 32.72
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Monster Beverage Corp (MNST) 0.0 $252k NEW 4.8k 52.17
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Wynn Resorts (WYNN) 0.0 $251k NEW 2.6k 95.88
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FTI Consulting (FCN) 0.0 $251k NEW 1.1k 227.56
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Axalta Coating Sys (AXTA) 0.0 $251k NEW 6.9k 36.19
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Allison Transmission Hldngs I (ALSN) 0.0 $249k NEW 2.6k 96.07
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Dupont De Nemours (DD) 0.0 $249k -27% 2.8k 89.11
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WPP Adr (WPP) 0.0 $248k +3% 4.9k 51.16
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Mettler-Toledo International (MTD) 0.0 $248k NEW 165.00 1499.70
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Dropbox Cl A (DBX) 0.0 $246k NEW 9.7k 25.43
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $246k +28% 878.00 280.49
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Sea Sponsord Ads (SE) 0.0 $244k NEW 2.6k 94.28
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Hewlett Packard Enterprise (HPE) 0.0 $243k NEW 12k 20.46
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Curtiss-Wright (CW) 0.0 $242k NEW 737.00 328.69
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Select Sector Spdr Tr Energy (XLE) 0.0 $242k +3% 2.8k 87.80
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Penn National Gaming (PENN) 0.0 $241k 13k 18.86
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Eversource Energy (ES) 0.0 $241k NEW 3.5k 68.05
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Under Armour Cl A (UAA) 0.0 $241k NEW 27k 8.91
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Argenx Se Sponsored Adr (ARGX) 0.0 $241k NEW 444.00 542.08
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Eni S P A Sponsored Adr (E) 0.0 $239k NEW 7.9k 30.31
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Iqvia Holdings (IQV) 0.0 $238k NEW 1.0k 236.97
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Xylem (XYL) 0.0 $238k NEW 1.8k 135.03
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Jabil Circuit (JBL) 0.0 $235k NEW 2.0k 119.83
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Universal Hlth Svcs CL B (UHS) 0.0 $234k NEW 1.0k 229.01
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Snowflake Cl A (SNOW) 0.0 $234k NEW 2.0k 114.86
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Huntington Ingalls Inds (HII) 0.0 $234k NEW 884.00 264.38
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Dominion Resources (D) 0.0 $233k NEW 4.0k 57.79
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $232k 4.6k 50.88
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Cbre Group Cl A (CBRE) 0.0 $232k NEW 1.9k 124.48
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NetApp (NTAP) 0.0 $230k NEW 1.9k 123.51
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Us Foods Hldg Corp call (USFD) 0.0 $230k NEW 3.7k 61.50
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Ishares Tr S&p 100 Etf (OEF) 0.0 $229k 828.00 276.76
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Avery Dennison Corporation (AVY) 0.0 $227k NEW 1.0k 220.76
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Carlisle Companies (CSL) 0.0 $226k NEW 502.00 449.75
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Kilroy Realty Corporation (KRC) 0.0 $226k NEW 5.8k 38.70
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Travelers Companies (TRV) 0.0 $225k NEW 961.00 234.12
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Ase Technology Hldg Sponsored Ads (ASX) 0.0 $225k +19% 23k 9.76
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Nushares Etf Tr Nuveen Esg Us (NUBD) 0.0 $225k 9.9k 22.70
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Spotify Technology S A SHS (SPOT) 0.0 $223k NEW 606.00 368.53
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Fidelity National Information Services (FIS) 0.0 $223k NEW 2.7k 83.75
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Msci (MSCI) 0.0 $223k NEW 382.00 582.93
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Dover Corporation (DOV) 0.0 $221k NEW 1.2k 191.74
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Eastman Chemical Company (EMN) 0.0 $220k NEW 2.0k 111.95
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Bill Com Holdings Ord (BILL) 0.0 $220k NEW 4.2k 52.76
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Interpublic Group of Companies (IPG) 0.0 $218k NEW 6.9k 31.63
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Bwx Technologies (BWXT) 0.0 $218k NEW 2.0k 108.70
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Mattel (MAT) 0.0 $217k NEW 11k 19.05
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Becton, Dickinson and (BDX) 0.0 $216k +2% 894.00 241.10
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $215k NEW 552.00 389.12
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Cadence Design Systems (CDNS) 0.0 $214k -32% 790.00 271.03
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Intercontinental Hotels Grou Sponsored Ads (IHG) 0.0 $214k NEW 1.9k 110.49
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Janus Henderson Group Ord Shs (JHG) 0.0 $214k NEW 5.6k 38.07
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Dbx Etf Tr Xtrackers Shrt (SHYL) 0.0 $212k 4.6k 45.62
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Johnson Ctls Intl SHS (JCI) 0.0 $211k NEW 2.7k 77.61
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Citizens Financial (CFG) 0.0 $210k NEW 5.1k 41.07
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Scotts Miracle-gro Cl A (SMG) 0.0 $209k NEW 2.4k 86.70
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Westlake Chemical Corporation (WLK) 0.0 $209k NEW 1.4k 150.29
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Check Point Software Tech Lt Ord (CHKP) 0.0 $208k NEW 1.1k 192.81
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Jd.com Spon Ads Cl A (JD) 0.0 $208k NEW 5.2k 40.00
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D.R. Horton (DHI) 0.0 $205k -31% 1.1k 190.77
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Packaging Corporation of America (PKG) 0.0 $205k NEW 950.00 215.40
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Cirrus Logic (CRUS) 0.0 $205k NEW 1.6k 124.21
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SM Energy (SM) 0.0 $205k 5.1k 39.97
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Tractor Supply Company (TSCO) 0.0 $204k NEW 702.00 290.93
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $204k NEW 3.0k 67.51
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MetLife (MET) 0.0 $204k NEW 2.5k 82.48
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Tenet Healthcare Corp Com New (THC) 0.0 $203k NEW 1.2k 166.20
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Newmont Mining Corporation (NEM) 0.0 $201k NEW 3.8k 53.45
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Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $198k NEW 26k 7.58
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Nokia Corp Sponsored Adr (NOK) 0.0 $196k +190% 45k 4.37
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Orange Sponsored Adr (ORAN) 0.0 $195k NEW 17k 11.48
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Huntington Bancshares Incorporated (HBAN) 0.0 $188k NEW 13k 14.70
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Listed Fd Tr Roundhill Ball (METV) 0.0 $143k 11k 13.49
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Erasca (ERAS) 0.0 $76k 28k 2.73
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Creative Med Technology Hldg Com New (CELZ) 0.0 $61k 20k 3.10
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Microvision Inc Del Com New (MVIS) 0.0 $31k NEW 27k 1.14
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Opendoor Technologies (OPEN) 0.0 $24k NEW 12k 2.00
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I-80 Gold Corp (IAUX) 0.0 $20k 17k 1.16
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Precigen (PGEN) 0.0 $17k NEW 18k 0.95
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Luminar Technologies Com Cl A (LAZR) 0.0 $16k NEW 18k 0.90
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Past Filings by Aaron Wealth Advisors

SEC 13F filings are viewable for Aaron Wealth Advisors going back to 2020