Acumen Wealth Advisors

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

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

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Portfolio Holdings for Acumen Wealth Advisors

Acumen Wealth Advisors holds 493 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 7.3 $35M 349k 98.98
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Ishares Tr Core S&p500 Etf (IVV) 5.4 $25M -55% 34k 748.90
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Rbb Fund Trust Firs Eagl Ov Etf (FEOE) 5.0 $24M +1147% 443k 53.40
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NVIDIA Corporation (NVDA) 4.6 $22M +177% 109k 200.09
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.3 $20M +79681% 161k 124.76
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American Centy Etf Tr Avantis All Int (AVNM) 3.4 $16M +900% 197k 82.38
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Apple (AAPL) 3.3 $16M +6% 54k 289.36
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Alphabet Cap Stk Cl A (GOOGL) 3.3 $15M 43k 357.37
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Fidelity Covington Trust Fun Sma Mid Etf (FFSM) 3.2 $15M NEW 397k 38.21
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.8 $13M +54% 259k 50.58
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Microsoft Corporation (MSFT) 2.6 $12M -11% 33k 373.02
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Broadcom (AVGO) 2.3 $11M +17% 29k 377.75
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Amazon (AMZN) 2.3 $11M +4% 46k 238.34
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Ishares Core Msci Emkt (IEMG) 2.2 $10M +83423% 126k 82.84
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Micron Technology (MU) 2.2 $10M +164% 8.8k 1154.29
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Lam Research Corp Com New (LRCX) 2.2 $10M -35% 24k 433.59
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.8 $8.3M +157% 167k 49.71
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Dell Technologies CL C (DELL) 1.6 $7.6M +173% 18k 431.46
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.5 $7.3M -39% 15k 478.50
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Kla Corp Com New (KLAC) 1.5 $7.0M +985% 23k 301.71
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Tesla Motors (TSLA) 1.4 $6.7M +69% 16k 420.60
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Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 1.3 $6.3M +645% 83k 76.63
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Meta Platforms Cl A (META) 1.3 $6.2M -34% 11k 563.29
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Johnson & Johnson (JNJ) 1.2 $5.6M -37% 22k 253.97
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Cass Information Systems (CASS) 1.1 $5.4M 106k 51.32
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JPMorgan Chase & Co. (JPM) 1.0 $4.9M +106% 15k 327.34
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Eli Lilly & Co. (LLY) 1.0 $4.8M -8% 4.0k 1199.43
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Visa Com Cl A (V) 1.0 $4.7M -21% 14k 343.09
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $4.3M -52% 8.6k 500.39
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Ge Vernova (GEV) 0.9 $4.2M +172% 3.6k 1175.35
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Us Bancorp Com New (USB) 0.8 $3.9M -31% 65k 60.92
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Asml Hldg Nv N Y Registry Shs (ASML) 0.8 $3.8M +172% 1.9k 1989.44
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Arista Networks Com Shs (ANET) 0.7 $3.4M +184% 20k 169.88
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Coca-Cola Company (KO) 0.7 $3.4M -15% 41k 81.79
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Hilton Worldwide Holdings (HLT) 0.7 $3.4M -14% 10k 330.46
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Eaton Corp SHS (ETN) 0.7 $3.3M +150% 7.7k 426.12
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Vertiv Holdings Com Cl A (VRT) 0.7 $3.3M +180% 9.8k 334.82
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Raytheon Technologies Corp (RTX) 0.7 $3.2M NEW 17k 189.73
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TJX Companies (TJX) 0.6 $3.0M -10% 20k 151.50
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Citigroup Com New (C) 0.6 $2.9M +123% 21k 139.96
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Blackrock (BLK) 0.6 $2.8M +167% 2.9k 961.56
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Quest Diagnostics Incorporated (DGX) 0.6 $2.8M +3% 13k 211.95
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Amphenol Corp Cl A (APH) 0.6 $2.7M +193% 16k 176.56
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Parker-Hannifin Corporation (PH) 0.5 $2.6M +138% 2.6k 978.12
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Thermo Fisher Scientific (TMO) 0.5 $2.5M -60% 5.0k 501.82
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Wells Fargo & Company (WFC) 0.5 $2.5M +135% 30k 82.64
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Wal-Mart Stores (WMT) 0.5 $2.5M +109% 22k 113.26
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Abbvie (ABBV) 0.5 $2.4M +129% 9.7k 251.63
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Targa Res Corp (TRGP) 0.5 $2.4M +171% 9.0k 268.14
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Intuitive Surgical Com New (ISRG) 0.5 $2.2M -17% 5.6k 397.68
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Servicenow (NOW) 0.5 $2.2M +185% 22k 99.28
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Nextera Energy (NEE) 0.5 $2.2M +113% 25k 87.77
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Ralph Lauren Corp Cl A (RL) 0.5 $2.2M +189% 5.4k 402.39
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Williams Companies (WMB) 0.4 $2.1M +147% 28k 74.34
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Uber Technologies (UBER) 0.4 $2.1M -28% 29k 72.16
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Gilead Sciences (GILD) 0.4 $2.0M +151% 16k 126.34
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Constellation Energy (CEG) 0.4 $2.0M +218% 7.9k 248.37
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Equinix (EQIX) 0.4 $1.9M +172% 1.8k 1042.39
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Exxon Mobil Corporation (XOM) 0.4 $1.8M +131% 13k 136.72
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Netflix (NFLX) 0.4 $1.8M 26k 71.40
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Philip Morris International (PM) 0.4 $1.8M +736% 9.8k 182.36
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Abbott Laboratories (ABT) 0.4 $1.8M -56% 20k 90.74
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Freeport Mcmoran CL B (FCX) 0.4 $1.8M +174% 28k 62.89
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Metropcs Communications (TMUS) 0.4 $1.7M +163% 10k 167.73
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salesforce (CRM) 0.3 $1.6M -50% 10k 157.09
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.5M -87% 10k 148.31
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Linde SHS (LIN) 0.3 $1.5M +122% 3.0k 518.94
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Hershey Company (HSY) 0.3 $1.5M NEW 8.4k 175.45
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Lockheed Martin Corporation (LMT) 0.3 $1.4M +1408% 2.8k 509.46
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Texas Instruments Incorporated (TXN) 0.3 $1.3M -78% 4.4k 298.07
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American Tower Reit (AMT) 0.3 $1.3M +146% 7.9k 165.37
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Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M -13% 3.6k 353.33
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Agnico (AEM) 0.3 $1.2M +165% 7.9k 155.13
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.1M -91% 16k 71.25
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Ishares Tr Esg Msci Kld Etf (DSI) 0.2 $1.0M 7.2k 142.39
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Merck & Co (MRK) 0.2 $1.0M -70% 7.9k 129.36
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Block Cl A (XYZ) 0.2 $884k NEW 12k 76.00
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Caterpillar (CAT) 0.2 $857k -17% 805.00 1064.90
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $747k +562% 16k 46.05
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Robinhood Mkts Com Cl A (HOOD) 0.1 $653k -8% 6.5k 100.28
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Sap Se Spon Adr (SAP) 0.1 $601k -68% 3.9k 154.11
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $512k -79% 10k 50.63
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Corning Incorporated (GLW) 0.1 $446k 1.7k 255.43
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $426k -58% 8.5k 50.35
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Deere & Company (DE) 0.1 $394k -5% 619.00 635.95
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $375k -33% 1.3k 285.65
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UnitedHealth (UNH) 0.1 $367k -92% 882.00 415.63
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Emcor (EME) 0.1 $357k NEW 430.00 829.34
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Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $351k NEW 3.5k 101.31
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $339k 3.3k 103.88
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Goldman Sachs (GS) 0.1 $299k -2% 296.00 1011.37
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First Horizon National Corporation (FHN) 0.1 $293k 11k 25.81
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Home Depot (HD) 0.1 $287k -2% 815.00 352.68
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Waste Management (WM) 0.1 $275k 1.2k 222.88
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Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $272k +2% 1.4k 190.52
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Cigna Corp (CI) 0.1 $259k -89% 939.00 275.68
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Ishares Tr Global Tech Etf (IXN) 0.1 $237k +47% 1.6k 144.48
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Pinnacle Finl Partners (PNFP) 0.0 $214k +2% 2.1k 100.88
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Ishares Gold Tr Ishares New (IAU) 0.0 $205k 2.7k 75.51
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Unilever Spon Adr New (UL) 0.0 $198k -94% 3.3k 60.12
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Costco Wholesale Corporation (COST) 0.0 $196k 209.00 936.26
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Republic Services (RSG) 0.0 $192k 900.00 213.08
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Haleon Spon Ads (HLN) 0.0 $190k -93% 20k 9.33
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $183k +16% 7.9k 23.13
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Travelers Companies (TRV) 0.0 $177k NEW 536.00 330.12
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $174k -8% 2.3k 77.11
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Procter & Gamble Company (PG) 0.0 $171k -15% 1.2k 146.64
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Advanced Micro Devices (AMD) 0.0 $167k 288.00 580.91
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $159k -52% 372.00 426.40
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Synopsys (SNPS) 0.0 $151k -90% 338.00 446.07
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Anthem (ELV) 0.0 $144k -94% 372.00 386.73
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Qualcomm (QCOM) 0.0 $142k 767.00 184.79
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $135k +7% 272.00 496.73
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Ishares Tr U.s. Pharma Etf (IHE) 0.0 $135k -7% 1.4k 99.01
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Duke Energy Corp Com New (DUK) 0.0 $133k 1.1k 126.59
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.0 $133k NEW 2.7k 48.35
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Regions Financial Corporation (RF) 0.0 $123k 4.0k 30.47
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Lowe's Companies (LOW) 0.0 $122k 551.00 220.49
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $118k NEW 4.1k 28.96
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Chevron Corporation (CVX) 0.0 $113k -2% 682.00 165.76
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Cisco Systems (CSCO) 0.0 $112k 954.00 117.46
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Altria (MO) 0.0 $107k 1.5k 73.06
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Select Sector Spdr Tr St Str Discr Etf (XLY) 0.0 $106k 905.00 117.28
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Alliant Energy Corporation (LNT) 0.0 $103k 1.4k 76.29
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Oracle Corporation (ORCL) 0.0 $101k -24% 686.00 146.55
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At&t (T) 0.0 $99k 4.8k 20.70
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FedEx Corporation (FDX) 0.0 $94k 300.00 314.35
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Becton, Dickinson and (BDX) 0.0 $94k 620.00 151.33
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Ishares Tr S&p 100 Etf (OEF) 0.0 $92k NEW 250.00 365.87
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Flowserve Corporation (FLS) 0.0 $91k -10% 1.2k 74.38
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Ishares Msci Sth Kor Etf (EWY) 0.0 $91k +36% 450.00 201.90
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Chesapeake Energy Corp (EXE) 0.0 $89k -17% 976.00 91.19
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Ciena Corp Com New (CIEN) 0.0 $84k 171.00 490.56
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Spdr Gold Tr Gold Shs (GLD) 0.0 $83k -14% 226.00 368.38
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Pepsi (PEP) 0.0 $80k 592.00 135.40
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Walt Disney Company (DIS) 0.0 $80k 826.00 96.48
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PNC Financial Services (PNC) 0.0 $79k -5% 323.00 245.86
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McDonald's Corporation (MCD) 0.0 $75k -27% 279.00 270.31
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Myr (MYRG) 0.0 $75k -3% 149.00 500.40
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Enterprise Products Partners (EPD) 0.0 $71k -17% 1.9k 36.76
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $71k NEW 2.5k 27.70
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MPLX Com Unit Rep Ltd (MPLX) 0.0 $71k -51% 1.3k 56.33
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $69k +2% 186.00 370.09
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Ishares Tr U.s. Finls Etf (IYF) 0.0 $64k 500.00 127.51
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Pfizer (PFE) 0.0 $63k 2.6k 24.08
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Bank of America Corporation (BAC) 0.0 $58k 1.0k 56.98
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $56k 79.00 705.05
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $55k -53% 724.00 76.11
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Te Connectivity Ord Shs (TEL) 0.0 $55k +38% 271.00 201.61
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Mastercard Incorporated Cl A (MA) 0.0 $54k -96% 105.00 513.60
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Spdr Series Trust St Str Sp Biot (XBI) 0.0 $53k +17% 332.00 158.25
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Dycom Industries (DY) 0.0 $52k +9% 103.00 505.59
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Marvell Technology (MRVL) 0.0 $50k -18% 169.00 297.89
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Marsh & McLennan Companies (MRSH) 0.0 $50k -15% 300.00 166.67
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Amgen (AMGN) 0.0 $50k -31% 137.00 362.12
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Tema Etf Trust Space Innov Etf (NASA) 0.0 $49k NEW 1.6k 30.38
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Ase Technology Hldg Sponsored Ads (ASX) 0.0 $48k 1.1k 45.12
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $48k 130.00 365.70
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Ishares Msci Taiwan Etf (EWT) 0.0 $46k -4% 427.00 108.61
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $45k NEW 1.1k 40.66
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Cummins (CMI) 0.0 $44k 62.00 713.23
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $43k -66% 1.4k 31.71
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Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $43k -15% 158.00 271.96
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Palantir Technologies Cl A (PLTR) 0.0 $42k +3% 363.00 116.67
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International Business Machines (IBM) 0.0 $42k 150.00 281.21
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Ast Spacemobile Com Cl A (ASTS) 0.0 $41k +15% 462.00 88.86
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CSX Corporation (CSX) 0.0 $40k 844.00 47.53
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Fabrinet SHS (FN) 0.0 $40k +4% 71.00 562.08
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Watts Water Technologies Cl A (WTS) 0.0 $39k 100.00 391.45
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Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.0 $39k NEW 997.00 38.79
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TTM Technologies (TTMI) 0.0 $38k -9% 205.00 187.02
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Astrazeneca Ord (AZN) 0.0 $37k +43% 196.00 189.62
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Onto Innovation (ONTO) 0.0 $37k 98.00 378.46
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Consolidated Edison (ED) 0.0 $36k 328.00 110.63
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Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $35k 219.00 158.66
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Applied Aerospace & Defense Common Stock 0.0 $34k NEW 1.5k 22.78
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Ionq Inc Pipe (IONQ) 0.0 $34k +40% 636.00 53.26
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Healthequity (HQY) 0.0 $34k +16% 374.00 90.32
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Popular Com New (BPOP) 0.0 $34k 203.00 164.93
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $33k -66% 426.00 77.25
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Blackstone Group Inc Com Cl A (BX) 0.0 $33k +108% 279.00 117.67
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American Electric Power Company (AEP) 0.0 $33k 238.00 136.81
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Banco Santander Sa Adr (SAN) 0.0 $32k 2.3k 13.80
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Tapestry (TPR) 0.0 $32k 218.00 146.38
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $32k -8% 105.00 300.46
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Progressive Corporation (PGR) 0.0 $32k 144.00 218.45
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Howmet Aerospace (HWM) 0.0 $32k 117.00 268.86
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Ge Aerospace Com New (GE) 0.0 $31k +18% 84.00 373.74
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Automatic Data Processing (ADP) 0.0 $31k -35% 139.00 225.65
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Boeing Company (BA) 0.0 $31k 144.00 216.47
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Waters Corporation (WAT) 0.0 $31k 83.00 375.05
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Kinder Morgan (KMI) 0.0 $31k 966.00 31.97
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Addus Homecare Corp (ADUS) 0.0 $30k 301.00 100.47
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UMB Financial Corporation (UMBF) 0.0 $30k +31% 208.00 143.09
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Bloom Energy Corp Com Cl A (BE) 0.0 $30k +3% 98.00 302.70
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Modine Manufacturing (MOD) 0.0 $30k +15% 111.00 267.03
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Rambus (RMBS) 0.0 $29k -19% 221.00 132.74
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Tema Etf Trust Electrification (VOLT) 0.0 $29k 698.00 41.89
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Carpenter Technology Corporation (CRS) 0.0 $29k -20% 47.00 616.85
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Caretrust Reit (CTRE) 0.0 $29k +12% 711.00 40.74
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $29k NEW 721.00 40.12
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Catalyst Pharmaceutical Partners (CPRX) 0.0 $29k 920.00 31.43
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.0 $29k +189% 434.00 65.59
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Silicon Motion Technology Sponsored Adr (SIMO) 0.0 $28k 85.00 333.34
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $28k -66% 766.00 36.88
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M/a (MTSI) 0.0 $27k 72.00 380.38
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $26k +37% 257.00 102.86
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Ishares Tr Us Consum Discre (IYC) 0.0 $26k 260.00 101.10
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Baker Hughes Company Cl A (BKR) 0.0 $26k -40% 462.00 55.50
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J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) 0.0 $25k NEW 375.00 67.58
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Performance Food (PFGC) 0.0 $25k 226.00 111.79
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Sitime Corp (SITM) 0.0 $25k -15% 33.00 745.58
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Vulcan Materials Company (VMC) 0.0 $25k 83.00 295.01
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Progyny (PGNY) 0.0 $24k NEW 839.00 28.83
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $24k 288.00 83.75
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Nxp Semiconductors N V (NXPI) 0.0 $24k -34% 85.00 282.16
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Shell Spon Ads (SHEL) 0.0 $24k 309.00 77.54
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Exelixis (EXEL) 0.0 $24k -22% 440.00 54.41
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Totalenergies Se Act (TTE) 0.0 $24k -18% 304.00 78.73
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Advanced Energy Industries (AEIS) 0.0 $24k +23% 64.00 372.88
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EOG Resources (EOG) 0.0 $24k -23% 182.00 129.73
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NiSource (NI) 0.0 $23k -19% 491.00 47.55
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Ftai Aviation SHS (FTAI) 0.0 $23k +16% 86.00 270.53
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Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $23k +62% 125.00 185.23
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Western Alliance Bancorporation (WAL) 0.0 $23k 279.00 82.20
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Adtalem Global Ed (CVSA) 0.0 $23k +193% 182.00 124.66
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Fedex Fght Hldg Common Stock (FDXF) 0.0 $23k NEW 150.00 151.00
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $23k 3.9k 5.83
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Cme (CME) 0.0 $23k -9% 102.00 220.83
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AutoZone (AZO) 0.0 $22k 7.00 3196.00
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Prologis (PLD) 0.0 $22k -40% 165.00 135.47
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CommVault Systems (CVLT) 0.0 $22k 154.00 141.73
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Brookfield Infrastructure Pa Lp Int Unit (BIP) 0.0 $22k 598.00 36.49
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First Ban (FBNC) 0.0 $22k +21% 338.00 64.17
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $22k NEW 382.00 56.48
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Ensign (ENSG) 0.0 $21k +43% 133.00 160.37
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Allied Motion Technologies (ALNT) 0.0 $21k -20% 205.00 102.93
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Ishares Tr Msci India Etf (INDA) 0.0 $21k -2% 424.00 49.39
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Ubs Group SHS (UBS) 0.0 $21k -3% 413.00 49.56
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $20k NEW 220.00 91.21
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Ishares Tr 0-3 Mth Treasury (SGOV) 0.0 $20k +22% 199.00 100.67
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Ishares Tr Copper & Metals (ICOP) 0.0 $20k NEW 405.00 49.23
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Rio Tinto Sponsored Adr (RIO) 0.0 $20k 205.00 95.16
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Sterling Construction Company (STRL) 0.0 $19k -11% 23.00 839.39
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NBT Ban (NBTB) 0.0 $19k 391.00 49.37
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Intel Corporation (INTC) 0.0 $19k -70% 138.00 139.63
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Archrock (AROC) 0.0 $19k -10% 466.00 40.71
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Cognex Corporation (CGNX) 0.0 $19k +12% 255.00 72.42
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $18k -66% 530.00 34.79
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CRH Ord (CRH) 0.0 $18k +152% 172.00 107.00
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Sensient Technologies Corporation (SXT) 0.0 $18k +51% 148.00 123.29
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Brinker International (EAT) 0.0 $18k +91% 107.00 168.00
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Barclays Adr (BCS) 0.0 $18k NEW 667.00 26.86
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Barrick Mng Corp Com Shs (B) 0.0 $18k 485.00 36.73
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OSI Systems (OSIS) 0.0 $18k +12% 81.00 218.70
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Iren Ordinary Shares (IREN) 0.0 $18k 383.00 45.73
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $17k NEW 100.00 173.52
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Rocket Cos Com Cl A (RKT) 0.0 $17k -19% 1.1k 15.75
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Doordash Cl A (DASH) 0.0 $17k +16% 93.00 184.54
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Dollar General (DG) 0.0 $17k 149.00 115.11
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Vistra Energy (VST) 0.0 $17k NEW 108.00 158.64
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Gulfport Energy Corp Common Shares (GPOR) 0.0 $17k +61% 100.00 169.70
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EastGroup Properties (EGP) 0.0 $17k +16% 83.00 204.08
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American Healthcare Reit Com Shs (AHR) 0.0 $17k +28% 321.00 52.40
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Api Group Corp Com Stk (APG) 0.0 $16k +13% 385.00 42.35
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Charles Schwab Corporation (SCHW) 0.0 $16k -74% 176.00 92.27
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Spotify Technology S A SHS (SPOT) 0.0 $16k +16% 35.00 459.14
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Sanmina (SANM) 0.0 $16k -30% 63.00 253.10
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Southstate Bk Corp (SSB) 0.0 $16k NEW 159.00 99.91
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $16k -57% 477.00 33.29
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Ishares Silver Tr Ishares (SLV) 0.0 $16k -44% 295.00 53.47
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $16k -12% 255.00 61.48
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Kontoor Brands (KTB) 0.0 $16k -14% 186.00 83.34
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GSK Sponsored Adr (GSK) 0.0 $15k -4% 290.00 52.88
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Pennant Group (PNTG) 0.0 $15k NEW 410.00 36.95
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Spdr Series Trust St Str Sp Regbnk (KRE) 0.0 $15k NEW 200.00 74.85
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Regeneron Pharmaceuticals (REGN) 0.0 $15k 24.00 623.54
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Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.0 $15k +583% 1.1k 14.13
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Boot Barn Hldgs (BOOT) 0.0 $15k +59% 91.00 164.27
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American Centy Etf Tr International Lr (AVIV) 0.0 $15k NEW 188.00 77.42
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Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) 0.0 $15k 616.00 23.58
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $14k -66% 486.00 29.44
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WesBan (WSBC) 0.0 $14k 358.00 39.41
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Chart Industries (GTLS) 0.0 $14k -43% 66.00 208.95
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Paccar (PCAR) 0.0 $14k 113.00 120.12
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SLB Com Stk (SLB) 0.0 $14k 290.00 46.73
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Astrana Health Com New (ASTH) 0.0 $14k +3% 290.00 46.41
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First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.0 $13k NEW 70.00 191.76
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $13k NEW 227.00 59.03
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Viking Holdings Ord Shs (VIK) 0.0 $13k +16% 128.00 104.67
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Intercorp Finl Svcs SHS (IFS) 0.0 $13k 234.00 56.96
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Palo Alto Networks (PANW) 0.0 $13k NEW 39.00 341.03
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $13k 135.00 98.20
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Nvent Elec SHS (NVT) 0.0 $13k 78.00 169.62
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Regal-beloit Corporation (RRX) 0.0 $13k 55.00 238.55
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Hubspot (HUBS) 0.0 $13k +10% 71.00 182.52
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Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $13k +78% 251.00 49.86
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Ing Groep Sponsored Adr (ING) 0.0 $13k 398.00 31.38
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Npk International Com Shs (NPKI) 0.0 $12k +21% 777.00 15.91
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Starbucks Corporation (SBUX) 0.0 $12k 120.00 102.19
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Ishares Msci Gbl Gold Mn (RING) 0.0 $12k -42% 189.00 64.60
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $12k 487.00 25.06
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British Amern Tob Sponsored Adr (BTI) 0.0 $12k 195.00 61.76
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United Sts Oil Units (USO) 0.0 $12k -24% 113.00 106.44
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MKS Instruments (MKSI) 0.0 $12k -27% 27.00 444.81
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Fastenal Company (FAST) 0.0 $12k -16% 250.00 48.03
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Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.0 $12k NEW 310.00 38.50
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Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) 0.0 $12k 185.00 63.80
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Sharkninja Com Shs (SN) 0.0 $12k +18% 77.00 152.27
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Kb Finl Group Sponsored Adr (KB) 0.0 $12k 110.00 104.96
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Coca-cola Europacific Partne SHS (CCEP) 0.0 $12k 115.00 100.08
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F5 Networks (FFIV) 0.0 $11k 27.00 415.96
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Coeur Mng Com New (CDE) 0.0 $11k +25% 687.00 16.32
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Air Products & Chemicals (APD) 0.0 $11k 38.00 293.18
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Argenx Se Sponsored Adr (ARGX) 0.0 $11k 12.00 927.83
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Paychex (PAYX) 0.0 $11k -54% 112.00 98.33
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Boston Scientific Corporation (BSX) 0.0 $11k +13% 257.00 42.68
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Synaptics, Incorporated (SYNA) 0.0 $11k -21% 88.00 124.24
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Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.0 $11k 549.00 19.89
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Interface (TILE) 0.0 $11k 301.00 35.84
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Frontdoor (FTDR) 0.0 $11k 137.00 77.59
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Union Pacific Corporation (UNP) 0.0 $11k -20% 39.00 272.00
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Celestica (CLS) 0.0 $11k -6% 29.00 364.83
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PPG Industries (PPG) 0.0 $10k 84.00 121.30
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Chesapeake Utilities Corporation (CPK) 0.0 $10k +28% 82.00 123.06
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Krystal Biotech (KRYS) 0.0 $10k -20% 27.00 371.70
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Netease Sponsored Ads (NTES) 0.0 $10k 78.00 128.14
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Novartis Sponsored Adr (NVS) 0.0 $9.9k 63.00 156.73
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Stag Industrial (STAG) 0.0 $9.8k +5% 257.00 38.06
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S&p Global (SPGI) 0.0 $9.8k NEW 24.00 407.29
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Terex Corporation (TEX) 0.0 $9.8k -31% 135.00 72.39
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Fomento Economico Mexicano S Spon Adr Units (FMX) 0.0 $9.7k 76.00 127.91
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Primerica (PRI) 0.0 $9.7k 34.00 284.21
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.0 $9.6k 152.00 63.25
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Urban Outfitters (URBN) 0.0 $9.6k -32% 135.00 70.87
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Kirby Corporation (KEX) 0.0 $9.5k 70.00 135.97
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Intapp (INTA) 0.0 $9.5k -37% 375.00 25.21
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HSBC HLDGS Spon Adr New (HSBC) 0.0 $9.3k 98.00 95.09
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Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $9.2k -9% 340.00 27.19
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PPL Corporation (PPL) 0.0 $9.2k -28% 250.00 36.64
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Antero Res (AR) 0.0 $9.1k 260.00 35.14
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Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) 0.0 $9.1k 110.00 82.40
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ConocoPhillips (COP) 0.0 $9.0k 87.00 103.97
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Icici Bank Adr (IBN) 0.0 $9.0k 310.00 29.03
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Knife River Corp Common Stock (KNF) 0.0 $9.0k +27% 107.00 83.65
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Valero Energy Corporation (VLO) 0.0 $8.9k 34.00 260.44
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One Gas (OGS) 0.0 $8.8k +23% 114.00 77.07
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Ferguson Enterprises Common Stock New (FERG) 0.0 $8.6k -48% 36.00 239.31
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Nextpower Class A Com (NXT) 0.0 $8.6k NEW 72.00 119.15
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Novo-nordisk A S Adr (NVO) 0.0 $8.4k -99% 175.00 47.94
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Sunbelt Rentals Holdings SHS (SUNB) 0.0 $8.4k 112.00 74.81
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Ormat Technologies (ORA) 0.0 $8.3k -23% 76.00 108.91
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Cargurus Com Cl A (CARG) 0.0 $8.2k +25% 242.00 34.09
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Booking Holdings (BKNG) 0.0 $8.2k +4500% 46.00 178.26
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Spdr Series Trust St Str P500etf (SPYM) 0.0 $8.2k NEW 93.00 87.88
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KBR (KBR) 0.0 $8.1k 233.00 34.70
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American Centy Etf Tr Avan Us Valu Etf (AVMV) 0.0 $8.1k NEW 100.00 80.54
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Harbor Etf Trust Pana Dy Core Etf (INFO) 0.0 $8.0k NEW 295.00 27.20
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Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $8.0k NEW 150.00 53.11
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Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) 0.0 $7.8k 653.00 12.00
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Companhia De Saneamento Basi Sponsored Adr (SBS) 0.0 $7.8k +400% 1.4k 5.78
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Global X Fds Global X Silver (SIL) 0.0 $7.6k -56% 98.00 77.57
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Bhp Billiton Sponsored Ads (BHP) 0.0 $7.5k -14% 90.00 83.31
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Ishares Ethereum Tr SHS (ETHA) 0.0 $7.3k -58% 612.00 11.89
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $7.2k -3% 74.00 97.04
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $7.1k NEW 447.00 15.88
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Constellation Brands Cl A (STZ) 0.0 $7.0k -99% 50.00 139.10
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Green Brick Partners (GRBK) 0.0 $6.9k NEW 86.00 80.05
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Commercial Metals Company (CMC) 0.0 $6.8k 109.00 62.75
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Vale S A Sponsored Ads (VALE) 0.0 $6.8k NEW 449.00 15.04
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L3harris Technologies (LHX) 0.0 $6.7k +53% 23.00 292.22
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Yum China Holdings (YUMC) 0.0 $6.7k +10% 164.00 40.87
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Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $6.7k 820.00 8.17
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Rigetti Computing Common Stock (RGTI) 0.0 $6.7k +15% 345.00 19.32
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Cameco Corporation (CCJ) 0.0 $6.5k 64.00 101.88
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Corecivic (CXW) 0.0 $6.5k 214.00 30.38
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Alcoa (AA) 0.0 $6.5k NEW 124.00 52.15
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Sea Sponsord Ads (SE) 0.0 $6.4k NEW 67.00 95.84
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Mizuho Financial Group Sponsored Adr (MFG) 0.0 $6.4k 669.00 9.58
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Nu Hldgs Ord Shs Cl A (NU) 0.0 $6.4k +16% 479.00 13.36
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Insulet Corporation (PODD) 0.0 $6.2k -64% 41.00 152.27
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Credicorp (BAP) 0.0 $6.2k 16.00 389.62
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Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) 0.0 $6.2k 58.00 106.26
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Sony Group Corp Sponsored Adr (SONY) 0.0 $6.1k -35% 304.00 20.06
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Manulife Finl Corp (MFC) 0.0 $6.0k -11% 149.00 40.51
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Lumentum Hldgs (LITE) 0.0 $6.0k NEW 7.00 858.14
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Innodata Com New (INOD) 0.0 $5.8k 77.00 75.58
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Northern Dynasty Minerals Lt Com New (NAK) 0.0 $5.8k 3.0k 1.92
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Main Street Capital Corporation (MAIN) 0.0 $5.7k NEW 110.00 51.97
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Sofi Technologies (SOFI) 0.0 $5.6k NEW 315.00 17.93
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Ameris Ban (ABCB) 0.0 $5.6k 62.00 90.47
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Amplify Etf Tr Block Techn Etf (BLOK) 0.0 $5.6k -25% 89.00 62.64
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Otis Worldwide Corp (OTIS) 0.0 $5.5k -67% 77.00 71.61
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Tim S A Sponsored Adr (TIMB) 0.0 $5.5k 253.00 21.59
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Incyte Corporation (INCY) 0.0 $5.4k -38% 48.00 113.38
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Nucor Corporation (NUE) 0.0 $5.4k NEW 24.00 223.33
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $5.4k -99% 43.00 124.44
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Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) 0.0 $5.3k NEW 173.00 30.61
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Global X Fds Global X Uranium (URA) 0.0 $5.2k NEW 119.00 43.71
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Nike CL B (NKE) 0.0 $5.2k 125.00 41.46
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Sprott Fds Tr Urani Miner Etf (URNM) 0.0 $5.2k NEW 98.00 52.59
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MercadoLibre (MELI) 0.0 $5.1k NEW 3.00 1697.67
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Ssr Mining (SSRM) 0.0 $5.0k +23% 176.00 28.28
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Sempra Energy (SRE) 0.0 $4.8k -62% 51.00 93.37
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Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.0 $4.7k NEW 156.00 30.37
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Kt Corp Sponsored Adr (KT) 0.0 $4.7k 270.00 17.28
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Assurant (AIZ) 0.0 $4.6k 17.00 268.59
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Beone Medicines Sponsored Ads (ONC) 0.0 $4.6k 16.00 285.00
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Diageo Spon Adr New (DEO) 0.0 $4.4k -99% 55.00 80.38
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Gmo Etf Trust Us Quality Etf (QLTY) 0.0 $4.4k -95% 105.00 41.70
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Toronto Dominion Bk Ont Com New (TD) 0.0 $4.4k 36.00 121.44
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Vici Pptys (VICI) 0.0 $4.4k 164.00 26.55
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Nutrien (NTR) 0.0 $4.3k 68.00 63.50
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Five Star Bancorp (FSBC) 0.0 $4.3k 88.00 48.69
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Bitwise Solana Staking Etf Com Shs Of Benef (BSOL) 0.0 $4.3k -50% 426.00 10.01
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Essent (ESNT) 0.0 $4.2k 66.00 64.29
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Tradeweb Mkts Cl A (TW) 0.0 $4.2k -99% 42.00 99.67
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $4.1k 97.00 42.60
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Organon & Co Common Stock (OGN) 0.0 $4.1k 304.00 13.54
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Concentra Group Holdings Par Common Stock (CON) 0.0 $4.1k 138.00 29.75
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National Grid Sponsored Adr Ne (NGG) 0.0 $4.1k 49.00 82.88
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Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $4.0k 35.00 114.20
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PNM Resources (TXNM) 0.0 $3.9k 68.00 56.79
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Cleanspark Com New (CLSK) 0.0 $3.9k 265.00 14.55
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Sturm, Ruger & Company (RGR) 0.0 $3.8k 100.00 37.85
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Ingersoll Rand (IR) 0.0 $3.8k 46.00 82.00
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Bitwise Funds Trust Crypto Industry (BITQ) 0.0 $3.6k -63% 148.00 24.50
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Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $3.1k NEW 18.00 170.89
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Baxter International (BAX) 0.0 $3.0k 142.00 21.33
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MetLife (MET) 0.0 $2.8k -86% 33.00 84.64
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $2.5k -95% 29.00 85.59
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Portland Gen Elec Com New (POR) 0.0 $2.5k 47.00 52.38
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Hdfc Bank Sponsored Ads (HDB) 0.0 $2.4k -52% 91.00 25.84
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $2.2k NEW 38.00 58.21
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Oklo Com Cl A (OKLO) 0.0 $2.2k +31% 42.00 52.33
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Canadian Pacific Kansas City (CP) 0.0 $2.1k 24.00 86.88
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Delta Air Lines Com New (DAL) 0.0 $2.1k +15% 22.00 93.68
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Weatherford Intl Ord Shs (WFRD) 0.0 $2.0k 24.00 81.50
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Hca Holdings (HCA) 0.0 $2.0k -68% 5.00 390.00
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Ferrari Nv Ord (RACE) 0.0 $1.9k -44% 5.00 372.40
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Indie Semiconductor Class A Com (INDI) 0.0 $1.8k 410.00 4.49
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Celsius Hldgs Com New (CELH) 0.0 $1.6k 55.00 29.29
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Honeywell International (HON) 0.0 $1.6k NEW 7.00 224.00
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Honeywell Aerospace (HONA) 0.0 $1.5k NEW 7.00 221.14
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Nio Spon Ads (NIO) 0.0 $1.5k 300.00 5.06
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Appfolio Com Cl A (APPF) 0.0 $1.4k 9.00 160.44
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $1.4k NEW 40.00 33.85
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Northrop Grumman Corporation (NOC) 0.0 $1.0k NEW 2.00 509.50
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $994.000000 +166% 8.00 124.25
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Calamos Etf Tr Autoc Incom Etf (CAIE) 0.0 $919.999200 NEW 34.00 27.06
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Loar Holdings Com Shs (LOAR) 0.0 $807.000000 NEW 10.00 80.70
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Tko Group Holdings Cl A (TKO) 0.0 $806.000000 4.00 201.50
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Energy Fuels Com New (UUUU) 0.0 $725.000000 NEW 50.00 14.50
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Microvast Holdings (MVST) 0.0 $702.000000 NEW 600.00 1.17
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Calamos Etf Tr Autoc Growt Etf 0.0 $693.000000 NEW 25.00 27.72
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $685.000000 NEW 10.00 68.50
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Serve Robotics (SERV) 0.0 $658.000000 NEW 100.00 6.58
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Verizon Communications (VZ) 0.0 $424.000000 NEW 10.00 42.40
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Vera Bradley (VRA) 0.0 $389.000000 100.00 3.89
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $370.000000 NEW 10.00 37.00
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Fidelity Covington Trust Fund Em Mkts Etf (FFEM) 0.0 $306.000100 NEW 7.00 43.71
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Chewy Cl A (CHWY) 0.0 $295.000500 NEW 15.00 19.67
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Super Micro Computer Com New (SMCI) 0.0 $294.000000 NEW 10.00 29.40
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CoStar (CSGP) 0.0 $284.000000 NEW 10.00 28.40
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Global X Fds Gb Msci Ar Etf (ARGT) 0.0 $275.000100 NEW 3.00 91.67
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American Water Works (AWK) 0.0 $264.000000 NEW 2.00 132.00
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Sweetgreen Com Cl A (SG) 0.0 $256.000400 29.00 8.83
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Workday Cl A (WDAY) 0.0 $245.000000 NEW 2.00 122.50
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Blue Bird Corp (BLBD) 0.0 $237.000000 NEW 3.00 79.00
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Coda Octopus Group Com New (CODA) 0.0 $196.000000 NEW 20.00 9.80
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Orion Marine (ORN) 0.0 $169.000000 NEW 10.00 16.90
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Ark Etf Tr Innovation Etf (ARKK) 0.0 $162.000000 NEW 2.00 81.00
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Xcel Energy (XEL) 0.0 $161.000000 NEW 2.00 80.50
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Roku Com Cl A (ROKU) 0.0 $139.000000 NEW 1.00 139.00
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Ark Etf Tr Space & Defense (ARKX) 0.0 $137.000000 NEW 4.00 34.25
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Calamos Etf Tr Nasdaq Autocalll (CAIQ) 0.0 $135.000000 NEW 5.00 27.00
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Ark Etf Tr Autnmus Technlgy (ARKQ) 0.0 $133.000000 NEW 1.00 133.00
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Simplify Exchange Traded Fun Managed Futures (CTA) 0.0 $130.000000 NEW 5.00 26.00
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Lensar (LNSR) 0.0 $115.000000 NEW 20.00 5.75
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Procure Etf Trust Ii Space Etf (UFO) 0.0 $102.000000 NEW 2.00 51.00
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Rivian Automotive Com Cl A (RIVN) 0.0 $87.000000 5.00 17.40
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Ford Motor Company (F) 0.0 $70.000000 NEW 5.00 14.00
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Xerox Holdings Corp Com New (XRX) 0.0 $64.000000 NEW 20.00 3.20
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Green Dot Corp Cl A (GDOT) 0.0 $55.000000 NEW 4.00 13.75
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Paypal Holdings (PYPL) 0.0 $44.000000 NEW 1.00 44.00
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Ark Etf Tr Bloc Fin Inn Etf (ARKF) 0.0 $40.000000 NEW 1.00 40.00
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Lucid Group Com New (LCID) 0.0 $34.000000 5.00 6.80
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Draftkings Com Cl A (DKNG) 0.0 $26.000000 1.00 26.00
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American Airls (AAL) 0.0 $19.000000 NEW 1.00 19.00
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Workhorse Group Com New (WKHS) 0.0 $4.000000 1.00 4.00
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Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $0 NEW 0 0.00
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Dynex Cap (DX) 0.0 $0 NEW 0 0.00
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Paramount Skydance Corp Com Cl B (PSKY) 0.0 $0 NEW 0 0.00
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Past Filings by Acumen Wealth Advisors

SEC 13F filings are viewable for Acumen Wealth Advisors going back to 2026