Burns Wealth Management

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

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Positions held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Exencial Wealth Advisors

Exencial Wealth Advisors holds 491 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.5 $124M 494k 250.42
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Microsoft Corporation (MSFT) 3.0 $82M -2% 195k 421.50
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Vanguard Index Fds Value Etf (VTV) 2.2 $60M -2% 356k 169.30
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.1 $58M +61% 329k 175.23
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Amazon (AMZN) 2.1 $56M 256k 219.39
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Vanguard Index Fds Sm Cp Val Etf (VBR) 1.9 $53M -4% 265k 198.18
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Alphabet Cap Stk Cl C (GOOG) 1.9 $52M -8% 272k 190.44
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Ishares Tr 0-3 Mnth Treasry (SGOV) 1.7 $48M -3% 476k 100.32
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $45M 99k 453.28
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Meta Platforms Cl A (META) 1.5 $40M 68k 585.51
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Vanguard Index Fds Growth Etf (VUG) 1.4 $39M 95k 410.44
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Ishares Tr Core S&p500 Etf (IVV) 1.3 $34M 58k 588.68
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UnitedHealth (UNH) 1.2 $34M -12% 67k 505.86
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Dimensional Etf Trust Us Small Cap Val (DFSV) 1.2 $33M +10% 1.1M 30.78
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Ishares Tr Sp Smcp600vl Etf (IJS) 1.2 $33M -2% 300k 108.61
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NVIDIA Corporation (NVDA) 1.2 $32M -6% 234k 134.29
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.1 $31M +215% 1.1M 27.71
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $30M +2% 386k 78.01
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Mastercard Incorporated Cl A (MA) 1.1 $29M -2% 56k 526.57
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Visa Com Cl A (V) 1.0 $28M 90k 316.04
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Ishares Core Msci Emkt (IEMG) 0.9 $23M +3% 446k 52.22
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.9 $23M 699k 33.21
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Dimensional Etf Trust Internatnal Val (DFIV) 0.8 $23M +6% 650k 35.48
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $22M 41k 538.81
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Costco Wholesale Corporation (COST) 0.8 $22M -2% 24k 916.27
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Arthur J. Gallagher & Co. (AJG) 0.8 $21M 75k 283.85
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Schwab Strategic Tr Fundamental Intl (FNDC) 0.8 $21M 617k 34.14
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Intercontinental Exchange (ICE) 0.8 $21M 141k 149.01
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S&p Global (SPGI) 0.8 $21M -2% 42k 498.03
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Wabtec Corporation (WAB) 0.8 $21M -2% 110k 189.59
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Dimensional Etf Trust Us High Profitab (DUHP) 0.8 $21M +9% 613k 33.79
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Ishares Tr Eafe Value Etf (EFV) 0.7 $20M 385k 52.47
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $20M +203% 739k 27.32
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.7 $20M -3% 72k 280.06
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Oracle Corporation (ORCL) 0.7 $20M -20% 119k 166.64
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $20M 354k 55.66
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $19M 404k 47.82
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Vanguard World Mega Cap Index (MGC) 0.7 $19M -2% 91k 212.66
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Broadcom (AVGO) 0.7 $19M -24% 83k 231.84
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Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $19M -2% 145k 127.59
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Abbott Laboratories (ABT) 0.6 $18M -2% 155k 113.11
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $18M -3% 66k 264.13
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $17M -20% 87k 197.49
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $17M -14% 88k 189.30
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Ansys (ANSS) 0.6 $17M -2% 49k 337.33
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L3harris Technologies (LHX) 0.6 $16M 78k 210.28
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $16M 368k 44.04
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Becton, Dickinson and (BDX) 0.6 $16M -4% 71k 226.87
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Spdr Gold Tr Gold Shs (GLD) 0.6 $16M 66k 242.13
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $16M +3% 199k 80.27
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $16M 180k 87.33
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.6 $15M -2% 413k 37.17
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Ishares Tr Core Msci Eafe (IEFA) 0.5 $15M -2% 210k 70.28
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Canadian Natural Resources (CNQ) 0.5 $15M -2% 477k 30.87
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.5 $15M +14% 483k 30.03
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Ge Healthcare Technologies I Common Stock (GEHC) 0.5 $14M -2% 185k 78.18
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Qualcomm (QCOM) 0.5 $14M 90k 153.62
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.5 $13M +8% 504k 26.57
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Eaton Corp SHS (ETN) 0.5 $13M 39k 331.87
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Novartis Sponsored Adr (NVS) 0.4 $12M 126k 97.31
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.4 $12M -11% 927k 12.99
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Advanced Micro Devices (AMD) 0.4 $12M +36% 99k 120.79
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Medtronic SHS (MDT) 0.4 $12M -15% 149k 79.88
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Chevron Corporation (CVX) 0.4 $12M -4% 82k 144.84
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $12M -11% 122k 96.90
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.4 $12M +6% 442k 26.21
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $12M 190k 60.75
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Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $11M +4% 127k 89.08
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Edwards Lifesciences (EW) 0.4 $11M -2% 153k 74.03
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Evergy (EVRG) 0.4 $11M -2% 183k 61.55
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.4 $11M 482k 23.27
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Willis Towers Watson SHS (WTW) 0.4 $11M -33% 36k 313.24
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Asml Holding N V N Y Registry Shs (ASML) 0.4 $11M 16k 693.07
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Adobe Systems Incorporated (ADBE) 0.4 $11M -5% 24k 444.69
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salesforce (CRM) 0.4 $11M -46% 31k 334.33
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $11M +8% 359k 29.20
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Quest Diagnostics Incorporated (DGX) 0.4 $10M -2% 67k 150.86
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $10M +14% 101k 100.60
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Haleon Spon Ads (HLN) 0.4 $10M 1.0M 9.54
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.4 $10M 23k 434.94
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Diageo Spon Adr New (DEO) 0.4 $9.9M -4% 78k 127.13
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Xylem (XYL) 0.4 $9.9M NEW 85k 116.02
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Thermo Fisher Scientific (TMO) 0.4 $9.8M +2088% 19k 520.22
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Raytheon Technologies Corp (RTX) 0.4 $9.7M -32% 84k 115.72
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.4 $9.6M +3% 174k 55.35
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $9.4M +17% 131k 71.91
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Arista Networks Com Shs (ANET) 0.3 $9.0M NEW 81k 110.53
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $8.9M +123% 109k 81.58
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.3 $8.8M 304k 29.05
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Cdw (CDW) 0.3 $8.8M +286% 51k 174.04
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.3 $8.8M +134% 361k 24.29
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $8.8M -4% 15k 586.10
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $8.8M 17k 511.23
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $8.7M +2% 147k 58.93
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $8.6M 36k 240.28
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $8.5M 53k 161.77
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Iqvia Holdings (IQV) 0.3 $8.4M -4% 43k 196.51
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $8.3M +5% 328k 25.37
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M&T Bank Corporation (MTB) 0.3 $8.2M NEW 44k 188.01
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Kla Corp Com New (KLAC) 0.3 $8.1M -2% 13k 630.13
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Tesla Motors (TSLA) 0.3 $8.1M +6% 20k 403.84
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Lauder Estee Cos Cl A (EL) 0.3 $8.0M +2187% 107k 74.98
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $7.9M 78k 101.53
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Abbvie (ABBV) 0.3 $7.7M -2% 43k 177.70
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Pimco Etf Tr 0-5 High Yield (HYS) 0.3 $7.6M +4% 81k 93.68
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Dimensional Etf Trust Intl High Profit (DIHP) 0.3 $7.6M +10% 300k 25.23
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Ishares Tr S&p 500 Val Etf (IVE) 0.3 $7.4M 39k 190.88
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $7.4M -2% 64k 114.48
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Caci Intl Cl A (CACI) 0.3 $7.3M -2% 18k 404.06
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Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $7.3M 118k 62.31
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JPMorgan Chase & Co. (JPM) 0.3 $7.3M 30k 239.71
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $7.1M -2% 174k 40.92
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Hershey Company (HSY) 0.3 $7.1M -4% 42k 169.35
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $7.0M +5% 66k 106.84
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $6.9M +97% 373k 18.50
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Nike CL B (NKE) 0.2 $6.8M +37% 90k 75.67
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Union Pacific Corporation (UNP) 0.2 $6.8M +2025% 30k 228.04
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Johnson & Johnson (JNJ) 0.2 $6.4M +2% 45k 144.62
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Barclays Bank Ipath Selct Mlp (ATMP) 0.2 $6.4M -2% 227k 28.28
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $6.4M +177% 246k 26.07
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Targa Res Corp (TRGP) 0.2 $6.2M 35k 178.50
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $6.2M +96% 207k 29.70
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $6.1M +248% 219k 27.87
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $6.0M -3% 29k 206.92
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Marsh & McLennan Companies (MMC) 0.2 $6.0M -4% 28k 212.41
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Ishares U S Etf Tr Short Duration B (NEAR) 0.2 $5.9M +5% 117k 50.50
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Ishares Tr National Mun Etf (MUB) 0.2 $5.8M -2% 55k 106.55
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Airbnb Com Cl A (ABNB) 0.2 $5.7M 44k 131.41
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Ishares Tr Core Intl Aggr (IAGG) 0.2 $5.7M 114k 49.92
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Ishares Tr Pfd And Incm Sec (PFF) 0.2 $5.6M -3% 177k 31.44
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Emerson Electric (EMR) 0.2 $5.5M 45k 123.93
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Waste Management (WM) 0.2 $5.5M -3% 27k 201.79
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Fidelity Covington Trust Low Volity Etf (FDLO) 0.2 $5.2M 85k 60.59
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Eli Lilly & Co. (LLY) 0.2 $5.0M -3% 6.5k 771.96
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Ishares Msci Emrg Chn (EMXC) 0.2 $4.9M -11% 88k 55.45
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $4.9M -5% 22k 220.96
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $4.9M +72% 188k 25.83
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Coca-Cola Company (KO) 0.2 $4.8M -2% 78k 62.26
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Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $4.8M +6% 76k 63.75
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Oneok (OKE) 0.2 $4.8M -8% 47k 100.40
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $4.7M 102k 46.24
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $4.6M +193% 193k 23.68
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Ishares Tr Core Msci Intl (IDEV) 0.2 $4.5M -5% 70k 64.47
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Amgen (AMGN) 0.2 $4.5M -4% 17k 260.63
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $4.2M +175% 180k 23.18
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Bio Rad Labs Cl A (BIO) 0.2 $4.1M NEW 13k 328.51
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Exxon Mobil Corporation (XOM) 0.1 $4.1M +7% 38k 107.57
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $4.0M 104k 38.37
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $4.0M -5% 100k 39.56
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Lowe's Companies (LOW) 0.1 $3.9M -3% 16k 246.80
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $3.9M -3% 52k 75.69
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Transunion (TRU) 0.1 $3.8M -2% 41k 92.71
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Public Storage (PSA) 0.1 $3.7M -3% 12k 299.45
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TJX Companies (TJX) 0.1 $3.7M -3% 31k 120.81
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Shell Spon Ads (SHEL) 0.1 $3.7M 59k 62.65
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Ss&c Technologies Holding (SSNC) 0.1 $3.7M -2% 48k 75.78
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $3.7M +2% 75k 49.05
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ConocoPhillips (COP) 0.1 $3.6M -2% 37k 99.17
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Williams Companies (WMB) 0.1 $3.6M 67k 54.12
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Pepsi (PEP) 0.1 $3.5M -4% 23k 152.06
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Enterprise Products Partners (EPD) 0.1 $3.5M +3% 113k 31.36
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McDonald's Corporation (MCD) 0.1 $3.5M -2% 12k 289.88
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Unilever Spon Adr New (UL) 0.1 $3.5M -12% 61k 56.70
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Alcon Ord Shs (ALC) 0.1 $3.4M 40k 84.89
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Capital Group International SHS (CGIE) 0.1 $3.3M -4% 122k 27.51
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $3.3M -5% 32k 105.48
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $3.3M -3% 66k 50.13
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $3.2M +12% 8.0k 401.59
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Ishares Tr Tips Bd Etf (TIP) 0.1 $3.2M +2% 30k 106.55
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American Electric Power Company (AEP) 0.1 $3.2M 35k 92.23
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $3.1M +19% 127k 24.86
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Merck & Co (MRK) 0.1 $3.1M -65% 32k 99.48
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Aon Shs Cl A (AON) 0.1 $3.1M 8.5k 359.17
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Blackrock (BLK) 0.1 $3.0M NEW 3.0k 1024.97
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Home Depot (HD) 0.1 $3.0M +12% 7.7k 389.01
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International Flavors & Fragrances (IFF) 0.1 $3.0M -4% 35k 84.55
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Suncor Energy (SU) 0.1 $3.0M -2% 83k 35.68
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Sap Se Spon Adr (SAP) 0.1 $3.0M 12k 246.21
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $2.9M 31k 93.33
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Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.1 $2.9M -16% 98k 29.60
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Sanofi Sponsored Adr (SNY) 0.1 $2.8M 59k 48.23
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Phillips 66 (PSX) 0.1 $2.8M 25k 113.93
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Danaher Corporation (DHR) 0.1 $2.8M -3% 12k 229.55
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Icon SHS (ICLR) 0.1 $2.7M +15% 13k 209.72
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Procter & Gamble Company (PG) 0.1 $2.7M 16k 167.65
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Allegion Ord Shs (ALLE) 0.1 $2.6M 20k 130.68
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Sherwin-Williams Company (SHW) 0.1 $2.6M +26% 7.6k 339.93
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Coca-cola Europacific Partne SHS (CCEP) 0.1 $2.5M -3% 33k 76.81
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Verizon Communications (VZ) 0.1 $2.5M -3% 62k 39.99
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Wal-Mart Stores (WMT) 0.1 $2.5M +24% 27k 90.35
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Chubb (CB) 0.1 $2.5M 8.9k 276.29
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Stryker Corporation (SYK) 0.1 $2.4M -3% 6.8k 360.05
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.4M +6% 12k 195.83
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J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.1 $2.4M 43k 54.89
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $2.3M 197k 11.72
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Cognizant Technology Solutio Cl A (CTSH) 0.1 $2.3M 30k 76.90
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Northrop Grumman Corporation (NOC) 0.1 $2.3M -3% 4.9k 469.29
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Cisco Systems (CSCO) 0.1 $2.2M 37k 59.20
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Select Sector Spdr Tr Technology (XLK) 0.1 $2.2M 9.5k 232.52
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Keurig Dr Pepper (KDP) 0.1 $2.2M -8% 68k 32.12
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Enbridge (ENB) 0.1 $2.2M +3% 51k 42.43
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General Dynamics Corporation (GD) 0.1 $2.1M 8.1k 263.48
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $2.1M 12k 178.08
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Labcorp Holdings Com Shs (LH) 0.1 $2.1M -5% 9.0k 229.33
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Humana (HUM) 0.1 $2.0M -3% 8.0k 253.72
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Pfizer (PFE) 0.1 $2.0M -2% 76k 26.53
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.0M -5% 7.4k 269.70
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Novo-nordisk A S Adr (NVO) 0.1 $2.0M 23k 86.02
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CVS Caremark Corporation (CVS) 0.1 $2.0M -4% 44k 44.89
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Schwab Strategic Tr Internl Divid (SCHY) 0.1 $2.0M 86k 23.12
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.0M -7% 35k 57.41
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Onemednet Corp Cl A (ONMD) 0.1 $2.0M -53% 1.4M 1.36
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Yum China Holdings (YUMC) 0.1 $2.0M -13% 41k 48.17
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Verisk Analytics (VRSK) 0.1 $2.0M -3% 7.1k 275.45
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Deere & Company (DE) 0.1 $1.9M +78% 4.5k 423.70
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Tenaris S A Sponsored Ads (TS) 0.1 $1.9M 50k 37.79
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Caterpillar (CAT) 0.1 $1.9M 5.1k 362.79
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Bank of America Corporation (BAC) 0.1 $1.8M -2% 42k 43.95
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $1.8M +43% 53k 34.59
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Cigna Corp (CI) 0.1 $1.8M +2% 6.6k 276.16
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International Business Machines (IBM) 0.1 $1.8M -4% 8.3k 219.82
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Ishares Tr Global Reit Etf (REET) 0.1 $1.8M +17% 76k 23.97
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.8M -8% 5.1k 351.80
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.8M 91k 19.59
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Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $1.8M +98% 43k 40.49
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Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.1 $1.8M -9% 38k 46.86
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United Parcel Service CL B (UPS) 0.1 $1.7M -3% 14k 126.10
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $1.7M +4% 36k 48.42
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Microchip Technology (MCHP) 0.1 $1.7M -2% 30k 57.35
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Applied Materials (AMAT) 0.1 $1.7M +9% 10k 162.63
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.7M 5.8k 289.83
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Duke Energy Corp Com New (DUK) 0.1 $1.7M 16k 107.74
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Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) 0.1 $1.6M -14% 43k 38.61
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FedEx Corporation (FDX) 0.1 $1.6M 5.8k 281.33
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Texas Instruments Incorporated (TXN) 0.1 $1.6M -6% 8.7k 187.52
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Centene Corporation (CNC) 0.1 $1.6M 27k 60.58
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Sei Exchange Traded Funds Enhanced Us Lrg (SEIV) 0.1 $1.6M -9% 48k 33.12
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American Tower Reit (AMT) 0.1 $1.6M -16% 8.7k 183.40
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Astrazeneca Sponsored Adr (AZN) 0.1 $1.6M NEW 24k 65.52
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Ishares Tr Core Div Grwth (DGRO) 0.1 $1.6M -2% 26k 61.34
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Global Payments (GPN) 0.1 $1.6M 14k 112.06
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $1.6M 31k 50.07
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GSK Sponsored Adr (GSK) 0.1 $1.6M -6% 46k 33.82
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Verisign (VRSN) 0.1 $1.5M -2% 7.4k 206.96
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Altria (MO) 0.1 $1.5M 29k 52.29
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One Gas (OGS) 0.1 $1.5M 21k 69.25
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At&t (T) 0.1 $1.5M 64k 22.77
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.4M +78% 56k 25.86
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Crown Castle Intl (CCI) 0.0 $1.4M -83% 15k 90.76
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Ishares Tr Cre U S Reit Etf (USRT) 0.0 $1.3M 23k 57.31
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Netflix (NFLX) 0.0 $1.3M +2% 1.5k 891.57
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Palantir Technologies Cl A (PLTR) 0.0 $1.3M +7% 17k 75.63
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $1.3M -6% 7.8k 164.17
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $1.3M 11k 115.23
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Canadian Pacific Kansas City (CP) 0.0 $1.3M -74% 18k 72.37
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Parker-Hannifin Corporation (PH) 0.0 $1.3M 2.0k 635.87
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O'reilly Automotive (ORLY) 0.0 $1.3M +23% 1.1k 1185.53
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Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $1.3M +5% 54k 23.47
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Fortinet (FTNT) 0.0 $1.3M -17% 13k 94.48
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Colgate-Palmolive Company (CL) 0.0 $1.2M 14k 90.91
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Hdfc Bank Sponsored Ads (HDB) 0.0 $1.2M +3% 19k 63.86
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Wells Fargo & Company (WFC) 0.0 $1.2M -3% 18k 70.24
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Philip Morris International (PM) 0.0 $1.2M 10k 120.35
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Palo Alto Networks (PANW) 0.0 $1.2M +56% 6.5k 181.96
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Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $1.2M +2% 23k 51.91
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Gaming & Leisure Pptys (GLPI) 0.0 $1.1M -2% 24k 48.16
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AFLAC Incorporated (AFL) 0.0 $1.1M 11k 103.44
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General Mills (GIS) 0.0 $1.1M -2% 17k 63.77
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $1.1M +2% 17k 65.08
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Rentokil Initial Sponsored Adr (RTO) 0.0 $1.1M +2% 44k 25.32
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Cnh Indl N V SHS (CNH) 0.0 $1.1M 97k 11.33
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Cabot Oil & Gas Corporation (CTRA) 0.0 $1.1M 42k 25.54
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MPLX Com Unit Rep Ltd (MPLX) 0.0 $1.1M 22k 47.86
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Nxp Semiconductors N V (NXPI) 0.0 $1.0M +9% 5.0k 207.85
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Select Sector Spdr Tr Indl (XLI) 0.0 $1.0M 7.9k 131.75
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Goldman Sachs (GS) 0.0 $1.0M +92% 1.8k 572.46
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Paypal Holdings (PYPL) 0.0 $1.0M 12k 85.35
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Analog Devices (ADI) 0.0 $1.0M +174% 4.9k 212.46
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Fmc Corp Com New (FMC) 0.0 $1.0M -21% 21k 48.61
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Proshares Tr Merger Etf (MRGR) 0.0 $1.0M +5% 25k 41.00
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Trane Technologies SHS (TT) 0.0 $970k +11% 2.6k 369.35
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $958k -8% 7.0k 137.57
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Bristol Myers Squibb (BMY) 0.0 $949k +8% 17k 56.56
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Equity Residential Sh Ben Int (EQR) 0.0 $942k -2% 13k 71.76
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PIMCO Corporate Opportunity Fund (PTY) 0.0 $934k 65k 14.37
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Select Sector Spdr Tr Financial (XLF) 0.0 $929k -2% 19k 48.33
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3M Company (MMM) 0.0 $926k 7.2k 129.09
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $919k +40% 27k 34.13
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $915k -2% 15k 63.15
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First Ctzns Bancshares Inc N Cl A (FCNCA) 0.0 $904k 428.00 2113.02
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Us Bancorp Del Com New (USB) 0.0 $901k 19k 47.83
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $894k +93% 22k 40.49
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CBOE Holdings (CBOE) 0.0 $893k 4.6k 195.39
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $873k -4% 9.4k 92.45
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $871k -7% 17k 50.97
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Schwab Strategic Tr Fundamental Us B (FNDB) 0.0 $871k +185% 37k 23.26
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Nextera Energy (NEE) 0.0 $866k 12k 71.69
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Stmicroelectronics N V Ny Registry (STM) 0.0 $863k -87% 35k 24.97
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $848k -6% 9.5k 89.04
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $844k -40% 11k 75.61
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Dominion Resources (D) 0.0 $836k 16k 53.86
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $818k +117% 34k 24.06
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Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ) 0.0 $818k -5% 23k 34.94
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EOG Resources (EOG) 0.0 $796k -2% 6.5k 122.58
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Infosys Sponsored Adr (INFY) 0.0 $786k +3% 36k 21.92
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $785k -15% 31k 25.58
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Boeing Company (BA) 0.0 $783k -7% 4.4k 177.00
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Kemper Corp Del (KMPR) 0.0 $777k 12k 66.44
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $771k 3.4k 224.35
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Lululemon Athletica (LULU) 0.0 $761k 2.0k 382.41
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $744k 1.3k 569.39
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $741k -3% 30k 24.99
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Air Products & Chemicals (APD) 0.0 $739k 2.5k 290.06
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Norfolk Southern (NSC) 0.0 $736k 3.1k 234.71
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $733k 8.3k 88.79
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Southern Company (SO) 0.0 $726k -2% 8.8k 82.32
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Kinder Morgan (KMI) 0.0 $710k 26k 27.40
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Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.0 $702k 30k 23.11
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Ishares Tr Us Aer Def Etf (ITA) 0.0 $699k 4.8k 145.36
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $699k -30% 5.2k 135.37
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Micron Technology (MU) 0.0 $697k -32% 8.3k 84.16
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Ishares Msci Hong Kg Etf (EWH) 0.0 $690k NEW 41k 16.66
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $689k +4% 8.9k 77.27
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $688k 40k 17.08
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $688k 1.7k 402.64
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $682k 3.2k 215.50
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $676k 7.7k 87.89
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $675k +14% 3.6k 185.15
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Sabine Rty Tr Unit Ben Int (SBR) 0.0 $671k -13% 10k 64.81
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.0 $666k +3% 34k 19.75
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Nutrien (NTR) 0.0 $664k 15k 44.75
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Cardinal Health (CAH) 0.0 $657k 5.6k 118.27
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $654k 13k 51.70
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Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $648k 8.7k 74.49
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $647k 11k 58.35
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First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $645k 5.4k 119.12
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Constellation Brands Cl A (STZ) 0.0 $603k -92% 2.7k 221.01
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Servicenow (NOW) 0.0 $592k +16% 558.00 1060.12
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Ishares Tr Select Divid Etf (DVY) 0.0 $585k 4.5k 131.30
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Cheniere Energy Com New (LNG) 0.0 $569k 2.6k 214.87
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Apollo Global Mgmt (APO) 0.0 $567k 3.4k 165.16
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Huntington Bancshares Incorporated (HBAN) 0.0 $567k 35k 16.27
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Walt Disney Company (DIS) 0.0 $559k 5.0k 111.36
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Truist Financial Corp equities (TFC) 0.0 $555k +6% 13k 43.38
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Carrier Global Corporation (CARR) 0.0 $547k 8.0k 68.26
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Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.0 $540k 11k 49.69
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Morgan Stanley Com New (MS) 0.0 $539k +4% 4.3k 125.71
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Consolidated Edison (ED) 0.0 $534k 6.0k 89.23
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PPG Industries (PPG) 0.0 $516k 4.3k 119.44
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Waters Corporation (WAT) 0.0 $515k +3% 1.4k 370.98
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Intuit (INTU) 0.0 $514k -4% 817.00 628.66
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Ishares Tr Short Treas Bd (SHV) 0.0 $513k -16% 4.7k 110.10
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Ishares Tr Exponential Tech (XT) 0.0 $511k 8.6k 59.66
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Baxter International (BAX) 0.0 $509k 18k 29.16
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $508k 2.1k 243.17
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $506k -15% 13k 39.39
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Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $504k 9.3k 54.20
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Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $501k 5.1k 98.86
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Citigroup Com New (C) 0.0 $489k -5% 6.9k 70.39
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Dimensional Etf Trust Emerging Markets (DFSE) 0.0 $483k 15k 33.13
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Sprinklr Cl A (CXM) 0.0 $482k -36% 57k 8.45
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $481k 11k 44.92
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Match Group (MTCH) 0.0 $479k 15k 32.71
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Dell Technologies CL C (DELL) 0.0 $475k 4.1k 115.24
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Ishares Msci Gbl Min Vol (ACWV) 0.0 $471k 4.3k 109.20
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Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $470k 3.4k 139.35
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Uber Technologies (UBER) 0.0 $469k +175% 7.8k 60.32
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Allstate Corporation (ALL) 0.0 $468k 2.4k 192.79
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Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $465k +23% 20k 23.61
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Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $464k -2% 7.1k 65.18
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Public Service Enterprise (PEG) 0.0 $464k 5.5k 84.49
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American Express Company (AXP) 0.0 $461k -10% 1.6k 296.79
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $461k -27% 1.6k 287.73
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Helmerich & Payne (HP) 0.0 $451k 14k 32.02
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Etf Opportunities Trust T Rex 2x Long Ms (MSTU) 0.0 $449k NEW 59k 7.60
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J.B. Hunt Transport Services (JBHT) 0.0 $443k 2.6k 170.66
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Kkr & Co (KKR) 0.0 $437k NEW 3.0k 147.91
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Comcast Corp Cl A (CMCSA) 0.0 $435k -4% 12k 37.53
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Ge Aerospace Com New (GE) 0.0 $433k -10% 2.6k 166.81
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $430k 8.4k 51.14
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $427k 4.6k 92.59
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $426k +13% 5.4k 78.66
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Amplify Etf Tr Amplify Dgtl Pay (IPAY) 0.0 $415k 7.2k 57.98
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Otis Worldwide Corp (OTIS) 0.0 $408k 4.4k 92.61
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Nu Hldgs Ord Shs Cl A (NU) 0.0 $401k 39k 10.36
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Zoetis Cl A (ZTS) 0.0 $399k -8% 2.5k 162.90
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Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $399k -16% 12k 34.35
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Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $395k -19% 3.7k 107.98
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Fidelity Covington Trust Enhanced Intl (FENI) 0.0 $387k -14% 14k 27.53
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $386k 1.5k 253.75
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Telus Ord (TU) 0.0 $386k -2% 28k 13.56
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Honeywell International (HON) 0.0 $384k -10% 1.7k 225.89
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Bce Com New (BCE) 0.0 $384k -5% 17k 23.18
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Vanguard World Inf Tech Etf (VGT) 0.0 $383k +18% 616.00 622.05
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Valero Energy Corporation (VLO) 0.0 $365k 3.0k 122.59
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ResMed (RMD) 0.0 $365k +26% 1.6k 228.69
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $364k 3.5k 103.30
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Global X Fds 1-3 Month T-bill (CLIP) 0.0 $363k 3.6k 100.10
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Ishares Tr International Sl (ISCF) 0.0 $363k -7% 11k 32.28
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ON Semiconductor (ON) 0.0 $362k 5.7k 63.05
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Ishares Tr Ishares Biotech (IBB) 0.0 $355k 2.7k 132.19
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $355k -9% 6.1k 58.00
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $355k 1.9k 184.88
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Celsius Hldgs Com New Call Option (CELH) 0.0 $348k +16% 13k 26.34
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Metropcs Communications (TMUS) 0.0 $347k 1.6k 220.73
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Lockheed Martin Corporation (LMT) 0.0 $347k +3% 713.00 486.22
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $341k -11% 2.6k 132.10
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $336k 13k 26.63
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Intuitive Surgical Com New (ISRG) 0.0 $335k +12% 641.00 521.96
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Capri Holdings SHS (CPRI) 0.0 $330k 16k 21.06
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $328k NEW 8.0k 41.27
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Alps Etf Tr Med Breakthgh (SBIO) 0.0 $328k 9.9k 33.03
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Hf Sinclair Corp (DINO) 0.0 $324k 9.2k 35.05
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Linde SHS (LIN) 0.0 $321k -33% 766.00 418.70
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Intel Corporation (INTC) 0.0 $320k -3% 16k 20.05
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Direxion Shs Etf Tr Daily 20+ Year T (TMF) 0.0 $320k 8.0k 39.97
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Advanced Drain Sys Inc Del (WMS) 0.0 $317k 2.7k 115.61
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C H Robinson Worldwide Com New (CHRW) 0.0 $315k 3.0k 103.31
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Cadence Design Systems (CDNS) 0.0 $313k NEW 1.0k 300.54
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Schlumberger Com Stk (SLB) 0.0 $307k +23% 8.0k 38.34
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BP Sponsored Adr (BP) 0.0 $305k 10k 29.56
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Lgi Homes (LGIH) 0.0 $300k 3.4k 89.40
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Motorola Solutions Com New (MSI) 0.0 $290k -2% 628.00 462.45
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Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $286k 4.6k 62.51
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $284k NEW 2.5k 114.71
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Ishares Tr China Lg-cap Etf (FXI) 0.0 $283k NEW 9.3k 30.44
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Capital One Financial (COF) 0.0 $282k -6% 1.6k 178.32
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Lam Research Corp Com New (LRCX) 0.0 $281k NEW 3.9k 72.23
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Fidelity Covington Trust Msci Energy Idx (FENY) 0.0 $281k 12k 23.84
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Dow (DOW) 0.0 $276k -2% 6.9k 40.13
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Gilead Sciences (GILD) 0.0 $276k 3.0k 92.38
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Mondelez Intl Cl A (MDLZ) 0.0 $274k -10% 4.6k 59.73
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Ge Vernova (GEV) 0.0 $270k NEW 820.00 328.93
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Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $270k +3% 5.4k 50.28
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $270k NEW 788.00 342.03
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $269k 834.00 322.08
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General Motors Company (GM) 0.0 $267k +4% 5.0k 53.27
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Charles Schwab Corporation (SCHW) 0.0 $266k -10% 3.6k 74.01
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Pulte (PHM) 0.0 $265k -5% 2.4k 108.90
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Ingersoll Rand (IR) 0.0 $262k +12% 2.9k 90.47
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IDEXX Laboratories (IDXX) 0.0 $261k 630.00 413.44
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Entergy Corporation (ETR) 0.0 $260k +109% 3.4k 75.82
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Schwab Strategic Tr Long Term Us (SCHQ) 0.0 $259k -22% 8.2k 31.43
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Spdr Ser Tr Bloomberg Emergi (EBND) 0.0 $255k -2% 13k 19.53
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Select Sector Spdr Tr Energy (XLE) 0.0 $254k -16% 3.0k 85.65
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Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $252k +6% 4.4k 57.28
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Blackstone Group Inc Com Cl A (BX) 0.0 $251k 1.5k 172.43
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Freeport-mcmoran CL B (FCX) 0.0 $249k -8% 6.5k 38.08
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Bank of New York Mellon Corporation (BK) 0.0 $248k -8% 3.2k 76.83
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Martin Marietta Materials (MLM) 0.0 $247k -15% 479.00 516.50
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Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $245k -16% 2.9k 85.97
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Ishares Msci Switzerland (EWL) 0.0 $244k 5.3k 45.96
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Southern Copper Corporation (SCCO) 0.0 $239k 2.6k 91.13
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Ishares Tr Mbs Etf (MBB) 0.0 $236k +9% 2.6k 91.67
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Cincinnati Financial Corporation (CINF) 0.0 $236k 1.6k 143.70
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $236k +2% 7.4k 31.95
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $235k -8% 5.2k 45.34
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Starbucks Corporation (SBUX) 0.0 $233k -14% 2.6k 91.27
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HEICO Corporation (HEI) 0.0 $231k 970.00 237.74
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Wheaton Precious Metals Corp (WPM) 0.0 $228k 4.1k 56.24
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Dupont De Nemours (DD) 0.0 $228k -4% 3.0k 76.25
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.0 $226k 6.0k 37.90
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First Financial Bankshares (FFIN) 0.0 $226k -12% 6.3k 36.05
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $225k 3.9k 57.53
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $224k +5% 3.5k 63.47
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Prologis (PLD) 0.0 $222k -16% 2.1k 105.70
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Gartner (IT) 0.0 $221k -29% 457.00 484.48
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Fidelity Covington Trust Enhanced Large (FELV) 0.0 $220k -4% 7.2k 30.47
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Block Cl A (XYZ) 0.0 $220k NEW 2.6k 84.97
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $220k 5.4k 40.34
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Texas Pacific Land Corp (TPL) 0.0 $219k NEW 198.00 1105.96
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Heico Corp Cl A (HEI.A) 0.0 $217k -9% 1.2k 186.08
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Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $217k 2.0k 108.24
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Quanta Services (PWR) 0.0 $216k NEW 683.00 316.19
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United Rentals (URI) 0.0 $215k 304.00 705.56
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Kimberly-Clark Corporation (KMB) 0.0 $212k +8% 1.6k 131.02
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Realty Income (O) 0.0 $209k +9% 3.9k 53.40
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Terex Corporation (TEX) 0.0 $209k 4.5k 46.22
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Diamondback Energy (FANG) 0.0 $208k -3% 1.3k 163.79
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Ishares Silver Tr Ishares (SLV) 0.0 $205k NEW 7.8k 26.33
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Hca Holdings (HCA) 0.0 $201k -6% 670.00 300.15
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Southwest Airlines (LUV) 0.0 $200k NEW 6.0k 33.62
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $200k NEW 2.9k 68.94
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $200k NEW 2.4k 81.98
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Ford Motor Company (F) 0.0 $184k -10% 19k 9.90
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Hecla Mining Company (HL) 0.0 $181k NEW 37k 4.91
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Novagold Res Com New (NG) 0.0 $92k -16% 28k 3.33
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Aileron Therapeutics Com New (RNTX) 0.0 $70k NEW 31k 2.30
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Gabelli Equity Trust (GAB) 0.0 $61k 11k 5.38
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Pavmed Com New (PAVM) 0.0 $6.8k NEW 11k 0.63
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Onemednet Corp *w Exp 11/07/202 (ONMDW) 0.0 $5.2k +1266% 260k 0.02
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Past Filings by Exencial Wealth Advisors

SEC 13F filings are viewable for Exencial Wealth Advisors going back to 2013

View all past filings