Atlantic Trust

Latest statistics and disclosures from Clearstead Trust's latest quarterly 13F-HR filing:

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Portfolio Holdings for Clearstead Trust

Clearstead Trust holds 414 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 15.4 $56M +5% 137k 409.52
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Ishares Tr Morningstar Grwt (ILCG) 9.4 $35M -17% 509k 67.82
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Proshares Tr Pshs Ultra Qqq (QLD) 7.6 $28M 365k 76.00
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Microsoft Corporation (MSFT) 5.7 $21M +11% 55k 376.04
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Apple (AAPL) 3.9 $14M +9% 75k 192.53
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Ishares Tr Core S&p500 Etf (IVV) 3.0 $11M +2% 23k 477.63
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Amazon (AMZN) 2.7 $10M +25% 66k 151.94
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Alphabet Cap Stk Cl A (GOOGL) 2.0 $7.5M +19% 53k 139.69
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Visa Com Cl A (V) 1.9 $7.0M 27k 260.35
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UnitedHealth (UNH) 1.8 $6.7M +17% 13k 526.45
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Automatic Data Processing (ADP) 1.7 $6.4M -6% 27k 232.97
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JPMorgan Chase & Co. (JPM) 1.6 $5.7M +22% 34k 170.10
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Costco Wholesale Corporation (COST) 1.5 $5.5M +29% 8.3k 660.08
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Johnson & Johnson (JNJ) 1.5 $5.5M +8% 35k 156.74
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McDonald's Corporation (MCD) 1.2 $4.4M +5% 15k 296.51
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $3.8M +25% 11k 356.66
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Stryker Corporation (SYK) 1.0 $3.5M +8% 12k 299.46
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NVIDIA Corporation (NVDA) 1.0 $3.5M +26% 7.1k 495.22
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Merck & Co (MRK) 0.9 $3.4M -3% 32k 109.02
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Waste Management (WM) 0.9 $3.3M +9% 19k 179.10
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Servicenow (NOW) 0.9 $3.2M +7% 4.5k 706.49
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salesforce (CRM) 0.9 $3.1M +19% 12k 263.14
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Alphabet Cap Stk Cl C (GOOG) 0.8 $3.1M +44% 22k 140.93
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Exxon Mobil Corporation (XOM) 0.8 $3.0M -4% 30k 99.98
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Broadcom (AVGO) 0.8 $3.0M +34% 2.6k 1116.32
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Mastercard Incorporated Cl A (MA) 0.7 $2.7M +50% 6.3k 426.50
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Eli Lilly & Co. (LLY) 0.7 $2.5M +21% 4.3k 582.92
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Chevron Corporation (CVX) 0.7 $2.4M -6% 16k 149.16
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Abbvie (ABBV) 0.6 $2.3M -11% 15k 154.97
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.6 $2.3M +8% 27k 85.37
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Procter & Gamble Company (PG) 0.6 $2.3M -11% 16k 146.54
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Linde SHS (LIN) 0.6 $2.3M +4% 5.5k 410.71
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TJX Companies (TJX) 0.6 $2.2M +42% 23k 93.81
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Adobe Systems Incorporated (ADBE) 0.5 $2.0M +47% 3.3k 596.60
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Vanguard Extended Market ETF (VXF) 0.5 $1.7M NEW 10k 164.42
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Schlumberger Com Stk (SLB) 0.4 $1.6M +9% 31k 52.04
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Meta Platforms Cl A (META) 0.4 $1.6M +394% 4.6k 353.96
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Walt Disney Company (DIS) 0.4 $1.6M 18k 90.29
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Wec Energy Group (WEC) 0.4 $1.6M -3% 19k 84.17
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International Business Machines (IBM) 0.4 $1.6M 9.7k 163.55
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Hershey Company (HSY) 0.4 $1.6M +5% 8.4k 186.44
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Home Depot (HD) 0.4 $1.5M -21% 4.4k 346.55
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Illinois Tool Works (ITW) 0.4 $1.5M 5.8k 261.93
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $1.4M +2% 19k 76.13
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Cisco Systems (CSCO) 0.4 $1.4M 28k 50.52
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $1.4M 14k 104.46
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Nxp Semiconductors N V (NXPI) 0.4 $1.4M 6.0k 229.68
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O'reilly Automotive (ORLY) 0.3 $1.3M 1.3k 950.08
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Brookfield Infrastructure Part (BIP) 0.3 $1.3M 40k 31.49
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Honeywell International (HON) 0.3 $1.2M 5.8k 209.71
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Nextera Energy (NEE) 0.3 $1.2M 19k 60.74
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Intel Corporation (INTC) 0.3 $1.1M 23k 50.25
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Ishares Gold Tr Ishares New (IAU) 0.3 $1.1M 29k 39.03
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.1M 2.5k 436.78
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $1.1M 2.00 542625.50
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Pepsi (PEP) 0.3 $1.1M 6.2k 169.84
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Thermo Fisher Scientific (TMO) 0.3 $970k +345% 1.8k 530.79
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Consolidated Edison (ED) 0.3 $944k -28% 10k 90.97
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Pfizer (PFE) 0.3 $942k -8% 33k 28.79
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IDEXX Laboratories (IDXX) 0.3 $923k 1.7k 555.05
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Arista Networks (ANET) 0.3 $917k NEW 3.9k 235.51
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Dollar Tree (DLTR) 0.2 $914k -5% 6.4k 142.05
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $866k +5% 18k 47.90
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Coca-Cola Company (KO) 0.2 $855k 15k 58.93
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Abbott Laboratories (ABT) 0.2 $800k 7.3k 110.07
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Advanced Micro Devices (AMD) 0.2 $789k +327% 5.4k 147.41
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American Tower Reit (AMT) 0.2 $787k 3.6k 215.90
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $787k -5% 19k 41.10
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Danaher Corporation (DHR) 0.2 $786k 3.4k 231.31
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Southern Company (SO) 0.2 $772k 11k 70.12
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Alnylam Pharmaceuticals (ALNY) 0.2 $762k 4.0k 191.41
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Comcast Corporation (CMCSA) 0.2 $750k +80% 17k 43.85
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $726k -15% 18k 40.12
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $711k +13% 2.6k 277.15
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Booking Holdings (BKNG) 0.2 $699k +19600% 197.00 3547.22
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Workday Inc cl a (WDAY) 0.2 $678k NEW 2.5k 276.06
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WD-40 Company (WDFC) 0.2 $650k 2.7k 239.05
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FedEx Corporation (FDX) 0.2 $634k NEW 2.5k 252.97
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Netflix (NFLX) 0.2 $633k +2856% 1.3k 486.88
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AES Corporation (AES) 0.2 $631k -54% 33k 19.25
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Caterpillar (CAT) 0.2 $620k +5% 2.1k 295.67
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Trane Technologies SHS (TT) 0.2 $594k -38% 2.4k 243.85
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Ross Stores (ROST) 0.2 $585k +1942% 4.2k 138.39
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Intuitive Surgical (ISRG) 0.2 $583k NEW 1.7k 337.36
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Chipotle Mexican Grill (CMG) 0.2 $572k +12400% 250.00 2286.96
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Becton, Dickinson and (BDX) 0.2 $571k +1713% 2.3k 243.83
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Metropcs Communications (TMUS) 0.2 $568k NEW 3.5k 160.33
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Progressive Corporation (PGR) 0.2 $562k +106% 3.5k 159.28
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Atmos Energy Corporation (ATO) 0.2 $551k -18% 4.8k 115.91
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Intuit (INTU) 0.1 $543k 869.00 624.99
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Sba Communications Corp (SBAC) 0.1 $516k NEW 2.0k 253.69
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Cme (CME) 0.1 $508k NEW 2.4k 210.60
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Pioneer Natural Resources (PXD) 0.1 $499k -5% 2.2k 224.88
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $497k +7% 9.0k 54.98
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Texas Instruments Incorporated (TXN) 0.1 $494k +531% 2.9k 170.44
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Nike CL B (NKE) 0.1 $485k +612% 4.5k 108.58
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TransDigm Group Incorporated (TDG) 0.1 $476k NEW 470.00 1011.60
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Canadian Pacific Kansas City (CP) 0.1 $467k NEW 6.2k 74.83
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Analog Devices (ADI) 0.1 $454k +814% 2.3k 198.56
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Duke Energy Corp Com New (DUK) 0.1 $437k -3% 4.5k 97.04
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $434k 1.8k 237.28
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Wabtec Corporation (WAB) 0.1 $433k +24278% 3.4k 126.90
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Verizon Communications (VZ) 0.1 $426k 11k 37.70
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Fiserv (FI) 0.1 $415k 3.1k 132.84
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Charter Communications Inc New Cl A cl a (CHTR) 0.1 $394k NEW 1.0k 388.68
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Yum! Brands (YUM) 0.1 $390k NEW 3.0k 130.66
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SYSCO Corporation (SYY) 0.1 $390k 5.3k 73.14
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Moody's Corporation (MCO) 0.1 $390k +1180% 999.00 390.56
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Delta Air Lines (DAL) 0.1 $384k NEW 9.5k 40.23
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Air Products & Chemicals (APD) 0.1 $382k +1072% 1.4k 273.80
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Charles Schwab Corporation (SCHW) 0.1 $380k +496% 5.5k 68.80
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Corning Incorporated (GLW) 0.1 $373k -33% 12k 30.45
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Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.1 $372k 21k 18.13
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Union Pacific Corporation (UNP) 0.1 $360k +26% 1.5k 245.62
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Anthem (ELV) 0.1 $357k 758.00 471.56
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Amgen (AMGN) 0.1 $357k +129% 1.2k 288.02
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Dollar General (DG) 0.1 $356k NEW 2.6k 135.95
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $355k +37% 6.8k 52.37
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $346k 1.6k 213.38
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Lowe's Companies (LOW) 0.1 $345k 1.6k 222.61
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $345k +326% 3.8k 91.39
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PPG Industries (PPG) 0.1 $344k 2.3k 149.55
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Cheniere Energy (LNG) 0.1 $341k 2.0k 170.71
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S&p Global (SPGI) 0.1 $341k NEW 774.00 440.52
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Brookfield Renewable energy partners lpu (BEP) 0.1 $338k 13k 26.28
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Copart (CPRT) 0.1 $332k 6.8k 49.00
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $323k 7.7k 41.93
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American Express Company (AXP) 0.1 $317k 1.7k 187.34
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $315k 1.4k 232.64
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Ark Etf Tr Next Gnrtn Inter (ARKW) 0.1 $304k +33% 4.0k 75.90
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CarMax (KMX) 0.1 $301k -40% 3.9k 76.74
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Raytheon Technologies Corp (RTX) 0.1 $296k -14% 3.5k 84.13
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Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $293k +9% 5.1k 57.70
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $293k -3% 6.2k 47.24
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Mondelez Intl Cl A (MDLZ) 0.1 $282k 3.9k 72.43
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Technology SPDR (XLK) 0.1 $274k +42% 1.4k 192.48
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Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $274k +60% 8.3k 32.81
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Wal-Mart Stores (WMT) 0.1 $271k +30% 1.7k 157.63
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Carrier Global Corporation (CARR) 0.1 $270k 4.7k 57.45
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Quest Diagnostics Incorporated (DGX) 0.1 $268k 1.9k 137.86
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $256k 4.4k 57.96
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $254k +11% 3.1k 82.04
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $251k +13% 1.5k 168.54
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $241k +6% 2.2k 108.25
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Enterprise Products Partners (EPD) 0.1 $240k 9.1k 26.35
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Walgreen Boots Alliance (WBA) 0.1 $239k -7% 9.2k 26.11
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $238k 4.2k 56.40
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3M Company (MMM) 0.1 $237k -14% 2.2k 109.34
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Starwood Property Trust (STWD) 0.1 $236k -11% 11k 21.02
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State Street Corporation (STT) 0.1 $231k 3.0k 77.46
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Universal Display Corporation (OLED) 0.1 $215k -13% 1.1k 191.26
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Colgate-Palmolive Company (CL) 0.1 $208k +10% 2.6k 79.71
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iShares MSCI EAFE Index Fund (EFA) 0.1 $204k 2.7k 75.35
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Oneok (OKE) 0.1 $200k -54% 2.8k 70.22
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Ford Motor Company (F) 0.1 $194k 16k 12.19
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Microchip Technology (MCHP) 0.1 $191k 2.1k 90.18
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AeroVironment (AVAV) 0.1 $189k 1.5k 126.04
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Bristol Myers Squibb (BMY) 0.1 $188k 3.7k 51.31
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Ark Etf Tr Fintech Innova (ARKF) 0.1 $185k 6.7k 27.58
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iShares Dow Jones US Medical Dev. (IHI) 0.1 $184k 3.4k 53.97
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United Parcel Service CL B (UPS) 0.0 $182k 1.2k 157.20
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iShares MSCI Emerging Markets Indx (EEM) 0.0 $181k 4.5k 40.21
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Halliburton Company (HAL) 0.0 $181k -7% 5.0k 36.15
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Ishares Tr Core High Dv Etf (HDV) 0.0 $179k +2% 1.8k 102.00
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Qualcomm (QCOM) 0.0 $173k 1.2k 144.63
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $172k 1.6k 105.43
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iShares FTSE KLD 400 Social Idx (DSI) 0.0 $171k 1.9k 91.05
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Ishares Tr National Mun Etf (MUB) 0.0 $171k 1.6k 108.41
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Starbucks Corporation (SBUX) 0.0 $167k 1.7k 96.01
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $164k -45% 2.3k 70.35
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Independence Realty Trust In (IRT) 0.0 $159k 10k 15.30
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Norfolk Southern (NSC) 0.0 $159k 672.00 236.38
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At&t (T) 0.0 $155k -23% 9.3k 16.78
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $154k 2.1k 75.10
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One Gas (OGS) 0.0 $151k 2.4k 63.72
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Ameren Corporation (AEE) 0.0 $145k 2.0k 72.34
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Kraft Heinz (KHC) 0.0 $141k -9% 3.8k 36.98
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Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.0 $137k NEW 1.4k 99.12
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $132k -44% 1.3k 99.25
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Northrop Grumman Corporation (NOC) 0.0 $132k NEW 281.00 468.14
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Edwards Lifesciences (EW) 0.0 $131k NEW 1.7k 76.25
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Ssga Active Tr Spdr Blackstone (HYBL) 0.0 $128k NEW 4.6k 28.13
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W.W. Grainger (GWW) 0.0 $128k 154.00 828.69
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iShares S&P MidCap 400 Growth (IJK) 0.0 $126k 1.6k 79.22
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Emerson Electric (EMR) 0.0 $125k 1.3k 97.33
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $119k 1.4k 82.96
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General Electric Com New (GE) 0.0 $118k 925.00 127.63
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Wright Express (WEX) 0.0 $114k 587.00 194.55
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Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $114k 2.2k 51.63
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SPDR Gold Trust (GLD) 0.0 $113k -57% 592.00 191.17
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Novo-nordisk A S Adr (NVO) 0.0 $111k 1.1k 103.45
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $108k 3.1k 34.89
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $108k 307.00 350.91
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Spdr Index Shs Fds S&p Intl Etf (DWX) 0.0 $107k 3.0k 35.55
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iShares S&P MidCap 400 Value Index (IJJ) 0.0 $105k -8% 920.00 114.04
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ConocoPhillips (COP) 0.0 $103k +9% 885.00 116.07
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Medtronic SHS (MDT) 0.0 $100k -9% 1.2k 82.39
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Paycom Software (PAYC) 0.0 $100k 483.00 206.59
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Synchrony Financial (SYF) 0.0 $100k 2.6k 38.19
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Vanguard Growth ETF (VUG) 0.0 $98k 314.00 310.88
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Citigroup (C) 0.0 $97k -52% 1.9k 51.44
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Williams-Sonoma (WSM) 0.0 $95k 469.00 201.78
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $94k 549.00 170.40
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CSX Corporation (CSX) 0.0 $93k 2.7k 34.67
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Blackstone Group Inc Com Cl A (BX) 0.0 $86k 653.00 130.92
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Dell Technologies CL C (DELL) 0.0 $85k 1.1k 76.53
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Otis Worldwide Corp (OTIS) 0.0 $79k 883.00 89.50
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Moog Cl A (MOG.A) 0.0 $79k 542.00 144.85
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Rockwell Automation (ROK) 0.0 $78k 250.00 310.48
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Zoetis Cl A (ZTS) 0.0 $77k 392.00 197.37
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Udr (UDR) 0.0 $77k -15% 2.0k 38.29
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $77k 383.00 200.71
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Veralto Corp Com Shs (VLTO) 0.0 $75k NEW 915.00 82.26
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Vanguard Index Fds Value Etf (VTV) 0.0 $75k 501.00 149.50
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Essex Property Trust (ESS) 0.0 $74k 297.00 247.94
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Diageo Spon Adr New (DEO) 0.0 $73k -16% 500.00 145.66
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Wells Fargo & Company (WFC) 0.0 $70k -10% 1.4k 49.22
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CVS Caremark Corporation (CVS) 0.0 $69k -49% 868.00 78.96
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Truist Financial Corp equities (TFC) 0.0 $68k 1.8k 36.92
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $67k 141.00 475.31
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American Electric Power Company (AEP) 0.0 $67k +27% 819.00 81.22
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $66k -4% 861.00 77.02
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Ishares Tr Select Divid Etf (DVY) 0.0 $66k 560.00 117.22
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Philip Morris International (PM) 0.0 $65k 690.00 94.08
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Welltower Inc Com reit (WELL) 0.0 $65k 715.00 90.17
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $61k -9% 692.00 88.36
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J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.0 $60k 1.3k 46.55
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SPDR S&P Dividend (SDY) 0.0 $59k -55% 475.00 124.97
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Tesla Motors (TSLA) 0.0 $58k 235.00 248.49
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Essential Utils (WTRG) 0.0 $56k 1.5k 37.35
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PNC Financial Services (PNC) 0.0 $55k -20% 356.00 154.85
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T. Rowe Price (TROW) 0.0 $55k 508.00 107.69
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Marriott Intl Cl A (MAR) 0.0 $54k +116% 240.00 225.51
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Fortive (FTV) 0.0 $54k 730.00 73.60
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Genuine Parts Company (GPC) 0.0 $53k 381.00 138.49
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Spdr Ser Tr sp500 high div (SPYD) 0.0 $52k 1.3k 39.19
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $52k 1.0k 52.20
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Amphenol Corp Cl A (APH) 0.0 $50k 506.00 99.13
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Enanta Pharmaceuticals (ENTA) 0.0 $48k 5.1k 9.41
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BlackRock (BLK) 0.0 $47k 58.00 811.81
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $47k -38% 95.00 490.00
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Dover Corporation (DOV) 0.0 $46k 298.00 153.81
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $45k 434.00 104.00
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iShares Russell 1000 Index (IWB) 0.0 $44k 166.00 262.26
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GSK Sponsored Adr (GSK) 0.0 $42k 1.1k 37.07
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Paychex (PAYX) 0.0 $41k 345.00 119.14
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Verisk Analytics (VRSK) 0.0 $40k 167.00 238.86
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American Water Works (AWK) 0.0 $39k 298.00 131.99
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Celestica Sub Vtg Shs (CLS) 0.0 $38k 1.3k 29.28
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Canadian Natl Ry (CNI) 0.0 $38k 300.00 125.63
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Ecolab (ECL) 0.0 $38k 190.00 198.04
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Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.0 $37k -52% 1.3k 29.78
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Skyline Corporation (SKY) 0.0 $37k 495.00 74.26
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Exelon Corporation (EXC) 0.0 $37k -18% 1.0k 35.90
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $36k 119.00 303.18
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Agilent Technologies Inc C ommon (A) 0.0 $35k 253.00 139.03
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Camden National Corporation (CAC) 0.0 $34k 906.00 37.63
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Astrazeneca Sponsored Adr (AZN) 0.0 $34k 501.00 67.35
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Phillips 66 (PSX) 0.0 $33k 250.00 133.14
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $33k 150.00 219.57
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Dominion Resources (D) 0.0 $32k -53% 683.00 47.00
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $32k 200.00 157.80
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Zebra Technologies Corporati Cl A (ZBRA) 0.0 $31k -30% 114.00 273.33
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Blink Charging (BLNK) 0.0 $30k 8.9k 3.39
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Itt (ITT) 0.0 $30k 250.00 119.32
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Ingersoll Rand (IR) 0.0 $30k -33% 383.00 77.40
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Ishares Tr etf msci usa (ESGU) 0.0 $29k 278.00 104.92
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Vulcan Materials Company (VMC) 0.0 $29k 127.00 227.01
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Oracle Corporation (ORCL) 0.0 $28k -31% 268.00 105.43
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Cdw (CDW) 0.0 $28k -26% 123.00 227.54
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General Mills (GIS) 0.0 $27k 421.00 65.14
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $27k -30% 67.00 406.90
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Illumina (ILMN) 0.0 $27k -31% 195.00 139.24
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Terreno Realty Corporation (TRNO) 0.0 $27k 426.00 62.67
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Te Connectivity SHS (TEL) 0.0 $26k 188.00 140.50
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Lam Research Corporation (LRCX) 0.0 $26k 33.00 783.27
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Block Cl A (SQ) 0.0 $25k 325.00 77.35
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Cardinal Health (CAH) 0.0 $25k NEW 247.00 100.80
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Spdr Ser Tr cmn (FLRN) 0.0 $25k 811.00 30.59
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McKesson Corporation (MCK) 0.0 $24k 52.00 462.98
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Target Corporation (TGT) 0.0 $24k 166.00 142.42
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Spartannash (SPTN) 0.0 $23k 1.0k 22.95
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RPM International (RPM) 0.0 $22k 199.00 111.63
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $22k 88.00 252.23
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Broadridge Financial Solutions (BR) 0.0 $22k 106.00 205.75
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Paypal Holdings (PYPL) 0.0 $22k -85% 354.00 61.41
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $21k -42% 137.00 155.33
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Electronic Arts (EA) 0.0 $21k -36% 155.00 136.81
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Associated Banc- (ASB) 0.0 $21k 990.00 21.39
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Equity Residential Sh Ben Int (EQR) 0.0 $21k -99% 342.00 61.16
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First Solar (FSLR) 0.0 $21k NEW 121.00 172.28
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Ameriprise Financial (AMP) 0.0 $21k -43% 54.00 379.83
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Unilever Spon Adr New (UL) 0.0 $19k 400.00 48.48
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Ftai Aviation (FTAI) 0.0 $19k 412.00 46.40
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Booz Allen Hamilton Holding Corporation (BAH) 0.0 $19k 147.00 127.91
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Elanco Animal Health (ELAN) 0.0 $19k 1.2k 14.90
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Sandoz Group (SDZNY) 0.0 $19k NEW 628.00 29.45
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $18k 241.00 75.32
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L3harris Technologies (LHX) 0.0 $18k 86.00 210.62
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Chubb (CB) 0.0 $18k 80.00 226.00
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $18k -81% 182.00 96.39
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Financial Select Sector SPDR (XLF) 0.0 $18k 465.00 37.60
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Baxter International (BAX) 0.0 $17k -86% 436.00 38.66
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Altria (MO) 0.0 $16k 404.00 40.34
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Liberty Media Corp Delaware (LSXMK) 0.0 $16k 565.00 28.78
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Warner Bros Discovery Com Ser A (WBD) 0.0 $16k -7% 1.4k 11.38
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Deere & Company (DE) 0.0 $16k NEW 40.00 399.88
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Nordson Corporation (NDSN) 0.0 $16k 60.00 264.17
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Dow (DOW) 0.0 $16k -2% 287.00 54.84
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Iqvia Holdings (IQV) 0.0 $16k 68.00 231.38
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Novartis Sponsored Adr (NVS) 0.0 $16k NEW 155.00 100.97
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Elme Communities Sh Ben Int (ELME) 0.0 $15k 1.0k 14.60
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $15k 1.0k 15.15
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Liberty Broadband Cl C (LBRDK) 0.0 $15k 185.00 80.59
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Five Below (FIVE) 0.0 $15k 76.00 196.07
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Carnival Corp Unit 99/99/9999 (CCL) 0.0 $15k NEW 800.00 18.54
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Newmont Mining Corporation (NEM) 0.0 $15k 352.00 41.39
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4068594 Enphase Energy (ENPH) 0.0 $15k 110.00 132.15
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Vanguard World Fds Utilities Etf (VPU) 0.0 $15k 106.00 137.08
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Flex Ord (FLEX) 0.0 $15k 476.00 30.46
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Fortinet (FTNT) 0.0 $14k 245.00 58.53
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Sherwin-Williams Company (SHW) 0.0 $14k 45.00 311.91
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Corteva (CTVA) 0.0 $14k 289.00 47.92
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Lockheed Martin Corporation (LMT) 0.0 $14k 30.00 453.27
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Blackrock Science & Technolo SHS (BST) 0.0 $14k NEW 400.00 33.66
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Ishares Tr Eafe Value Etf (EFV) 0.0 $13k -75% 254.00 52.10
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Ishares Core Msci Emkt (IEMG) 0.0 $13k -92% 251.00 50.58
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Rivian Automotive Com Cl A (RIVN) 0.0 $12k +341% 517.00 23.46
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Kinsale Cap Group (KNSL) 0.0 $12k 35.00 334.91
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Huntington Ingalls Inds (HII) 0.0 $12k NEW 45.00 259.64
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KLA-Tencor Corporation (KLAC) 0.0 $12k -50% 20.00 581.30
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iShares Silver Trust (SLV) 0.0 $11k 522.00 21.78
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Boeing Company (BA) 0.0 $10k -43% 40.00 260.68
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Marsh & McLennan Companies (MMC) 0.0 $10k 55.00 189.47
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Jackson Financial Com Cl A (JXN) 0.0 $10k NEW 200.00 51.20
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Ishares Tr Blackrock Ultra (ICSH) 0.0 $10k 198.00 50.36
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Enbridge (ENB) 0.0 $9.7k NEW 268.00 36.02
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Constellation Energy (CEG) 0.0 $9.6k 82.00 116.89
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Blueprint Medicines (BPMC) 0.0 $9.3k 101.00 92.24
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $9.2k -42% 51.00 179.98
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Aptiv SHS (APTV) 0.0 $9.0k 100.00 89.72
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Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $9.0k -26% 116.00 77.33
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Howmet Aerospace (HWM) 0.0 $8.7k 160.00 54.12
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Haemonetics Corporation (HAE) 0.0 $8.6k 100.00 85.51
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Eaton (ETN) 0.0 $8.4k 35.00 240.83
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $8.3k 134.00 61.90
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M&T Bank Corporation (MTB) 0.0 $8.1k 59.00 137.08
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Catalent (CTLT) 0.0 $8.0k 175.00 45.43
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Optimizerx Ord (OPRX) 0.0 $7.9k -97% 550.00 14.31
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Toro Company (TTC) 0.0 $7.9k -49% 82.00 95.99
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $7.7k -50% 32.00 241.78
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Baker Hughes A Ge Company (BKR) 0.0 $7.7k 226.00 34.18
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Solid Power Class A Com (SLDP) 0.0 $7.6k 5.2k 1.45
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Crispr Therapeutics Namen Akt (CRSP) 0.0 $7.2k 115.00 62.60
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Clorox Company (CLX) 0.0 $7.1k NEW 50.00 142.60
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Generac Holdings (GNRC) 0.0 $7.0k NEW 54.00 129.24
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Prologis (PLD) 0.0 $6.3k 47.00 133.32
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Prudential Financial (PRU) 0.0 $6.1k 59.00 103.71
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Public Service Enterprise (PEG) 0.0 $6.1k 100.00 61.15
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Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.0 $5.6k -87% 130.00 43.12
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.0 $5.1k 206.00 24.74
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Motorola Solutions Com New (MSI) 0.0 $5.0k NEW 16.00 313.12
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Manhattan Associates (MANH) 0.0 $5.0k -51% 23.00 215.30
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Boston Properties (BXP) 0.0 $4.8k 69.00 70.17
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Constellation Brands Cl A (STZ) 0.0 $4.6k 19.00 241.79
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Cedar Fair (FUN) 0.0 $4.6k 115.00 39.80
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $4.3k 30.00 143.67
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Kimberly-Clark Corporation (KMB) 0.0 $4.3k 35.00 121.51
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Charles & Colvard (CTHR) 0.0 $4.1k 10k 0.41
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Peak (DOC) 0.0 $4.0k 200.00 19.80
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Atlanta Braves Hldgs Inc Com Ser C (BATRK) 0.0 $4.0k 100.00 39.58
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Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.0 $3.9k 2.3k 1.69