Empower Advisory Group
Latest statistics and disclosures from Empower Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHF, IWM, VWO, BSV, VNQ, and represent 29.69% of Empower Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$303M), CMG (+$114M), LIN (+$71M), BSV (+$57M), COP (+$52M), VGIT (+$51M), SCHP (+$49M), VNQ (+$48M), TGT (+$41M), IWM (+$39M).
- Started 31 new stock positions in BHRB, MLPA, GTN, SPYI, MBB, GLDM, LMND, KR, DAL, INDA.
- Reduced shares in these 10 stocks: SMG (-$64M), DAR (-$47M), WBD (-$44M), NFLX (-$34M), COST (-$33M), SCCO (-$32M), DD (-$25M), CVX (-$23M), KMB (-$12M), UBER (-$12M).
- Sold out of its positions in AGCO, ABNB, BITB, MUC, CMS, CWT, DEO, DPZ, HAL, IP.
- Empower Advisory Group was a net buyer of stock by $747M.
- Empower Advisory Group has $27B in assets under management (AUM), dropping by 0.86%.
- Central Index Key (CIK): 0001978885
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Portfolio Holdings for Empower Advisory Group
Empower Advisory Group holds 490 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 11.4 | $3.1B | 80M | 38.42 |
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| Ishares Tr Russell 2000 Etf (IWM) | 5.6 | $1.5B | +2% | 7.5M | 202.89 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.0 | $1.3B | 31M | 43.76 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.1 | $1.1B | +5% | 15M | 76.70 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 3.5 | $946M | +5% | 11M | 83.76 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.3 | $882M | +6% | 15M | 58.23 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.3 | $878M | +5% | 17M | 52.01 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 2.4 | $651M | +5% | 13M | 50.21 |
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| Ishares Gold Tr Ishares New (IAU) | 2.4 | $651M | 15M | 43.93 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 2.3 | $611M | +3% | 15M | 40.57 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.1 | $567M | 12M | 47.45 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 2.0 | $536M | +6% | 9.3M | 57.68 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.8 | $495M | 4.2M | 117.49 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.7 | $450M | 5.7M | 78.78 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $447M | 1.7M | 267.51 |
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| Apple (AAPL) | 1.5 | $409M | 1.9M | 210.62 |
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| Microsoft Corporation (MSFT) | 1.4 | $388M | 868k | 446.95 |
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| Spdr Ser Tr Bloomberg Emergi (EBND) | 1.4 | $385M | +8% | 19M | 19.89 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $369M | -2% | 2.0M | 183.42 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 1.3 | $345M | +2% | 25M | 14.05 |
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| NVIDIA Corporation (NVDA) | 1.3 | $340M | +815% | 2.8M | 123.54 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.2 | $326M | +3% | 7.7M | 42.20 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.1 | $288M | +4% | 5.9M | 48.67 |
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| Amazon (AMZN) | 1.1 | $284M | 1.5M | 193.25 |
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| Meta Platforms Cl A (META) | 0.8 | $210M | -4% | 417k | 504.22 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $204M | 1.0M | 202.26 |
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| Wal-Mart Stores (WMT) | 0.7 | $197M | 2.9M | 67.71 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $192M | 471k | 406.80 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.7 | $191M | 5.7M | 33.53 |
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| Procter & Gamble Company (PG) | 0.7 | $182M | 1.1M | 164.92 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $181M | 411k | 441.16 |
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| Tesla Motors (TSLA) | 0.6 | $167M | +11% | 846k | 197.88 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $158M | 1.4M | 115.12 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $156M | -3% | 524k | 297.54 |
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| Netflix (NFLX) | 0.5 | $145M | -18% | 215k | 674.88 |
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| Costco Wholesale Corporation (COST) | 0.5 | $142M | -18% | 167k | 849.99 |
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| Bank of America Corporation (BAC) | 0.5 | $142M | 3.6M | 39.77 |
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| Johnson & Johnson (JNJ) | 0.5 | $136M | +5% | 928k | 146.16 |
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| Ecolab (ECL) | 0.5 | $133M | 560k | 238.00 |
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| Amgen (AMGN) | 0.5 | $131M | 418k | 312.45 |
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| Walt Disney Company (DIS) | 0.5 | $125M | 1.3M | 99.29 |
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| salesforce (CRM) | 0.5 | $125M | 485k | 257.10 |
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| Nextera Energy (NEE) | 0.5 | $124M | +2% | 1.7M | 70.81 |
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| Eli Lilly & Co. (LLY) | 0.4 | $121M | +6% | 134k | 905.38 |
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| UnitedHealth (UNH) | 0.4 | $118M | +2% | 231k | 509.26 |
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| Verizon Communications (VZ) | 0.4 | $118M | 2.9M | 41.24 |
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| Chipotle Mexican Grill (CMG) | 0.4 | $116M | +4142% | 1.9M | 62.65 |
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| Honeywell International (HON) | 0.4 | $114M | 536k | 213.54 |
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| Goldman Sachs (GS) | 0.4 | $114M | 252k | 452.32 |
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| Home Depot (HD) | 0.4 | $113M | +2% | 328k | 344.24 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $111M | 1.1M | 100.23 |
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| Pfizer (PFE) | 0.4 | $109M | +3% | 3.9M | 27.98 |
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| Air Products & Chemicals (APD) | 0.4 | $106M | +3% | 409k | 258.05 |
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| Chevron Corporation (CVX) | 0.4 | $105M | -18% | 674k | 156.42 |
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| Southern Copper Corporation (SCCO) | 0.4 | $105M | -23% | 972k | 107.74 |
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| Southern Company (SO) | 0.4 | $104M | 1.3M | 77.57 |
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| Abbvie (ABBV) | 0.4 | $103M | 598k | 171.52 |
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| United Parcel Service CL B (UPS) | 0.4 | $97M | +6% | 709k | 136.85 |
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| Starbucks Corporation (SBUX) | 0.4 | $95M | +12% | 1.2M | 77.85 |
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| Abbott Laboratories (ABT) | 0.3 | $94M | 905k | 103.91 |
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| Waste Management (WM) | 0.3 | $92M | 431k | 213.34 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $92M | -3% | 769k | 119.32 |
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| Sherwin-Williams Company (SHW) | 0.3 | $91M | -9% | 304k | 298.43 |
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| Owens Corning (OC) | 0.3 | $87M | 501k | 173.72 |
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| At&t (T) | 0.3 | $86M | 4.5M | 19.11 |
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| Caterpillar (CAT) | 0.3 | $84M | 251k | 333.10 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $83M | 678k | 122.60 |
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| Eastman Chemical Company (EMN) | 0.3 | $82M | 831k | 97.97 |
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| L3harris Technologies (LHX) | 0.3 | $79M | 354k | 224.58 |
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| Nucor Corporation (NUE) | 0.3 | $79M | 501k | 158.08 |
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| Uber Technologies (UBER) | 0.3 | $78M | -13% | 1.1M | 72.68 |
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| Sempra Energy (SRE) | 0.3 | $77M | 1.0M | 76.06 |
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| Illinois Tool Works (ITW) | 0.3 | $77M | 326k | 236.96 |
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| Valero Energy Corporation (VLO) | 0.3 | $76M | 482k | 156.76 |
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| Dupont De Nemours (DD) | 0.3 | $75M | -24% | 933k | 80.49 |
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| Kinder Morgan (KMI) | 0.3 | $75M | 3.8M | 19.87 |
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| Newmont Mining Corporation (NEM) | 0.3 | $74M | 1.8M | 41.87 |
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| Pinnacle West Capital Corporation (PNW) | 0.3 | $73M | 955k | 76.38 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $71M | +2% | 1.8M | 39.16 |
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| Baker Hughes Company Cl A (BKR) | 0.3 | $71M | 2.0M | 35.17 |
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| Linde SHS (LIN) | 0.3 | $71M | +28936% | 161k | 438.81 |
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| SYSCO Corporation (SYY) | 0.3 | $70M | 978k | 71.39 |
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| Coca-Cola Company (KO) | 0.3 | $69M | 1.1M | 63.65 |
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| MGM Resorts International. (MGM) | 0.2 | $67M | 1.5M | 44.44 |
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| Service Corporation International (SCI) | 0.2 | $66M | 920k | 71.13 |
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| Masco Corporation (MAS) | 0.2 | $65M | 981k | 66.67 |
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| Archer Daniels Midland Company (ADM) | 0.2 | $65M | 1.1M | 60.45 |
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| Eversource Energy (ES) | 0.2 | $64M | +2% | 1.1M | 56.71 |
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| Nike CL B (NKE) | 0.2 | $64M | -6% | 844k | 75.37 |
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| Kraft Heinz (KHC) | 0.2 | $63M | 2.0M | 32.22 |
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| Twilio Cl A (TWLO) | 0.2 | $63M | +2% | 1.1M | 56.81 |
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| American Electric Power Company (AEP) | 0.2 | $62M | +17% | 711k | 87.74 |
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| Paypal Holdings (PYPL) | 0.2 | $62M | +2% | 1.1M | 58.03 |
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| PPL Corporation (PPL) | 0.2 | $62M | +2% | 2.2M | 27.65 |
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| Dow (DOW) | 0.2 | $62M | 1.2M | 53.05 |
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| Pepsi (PEP) | 0.2 | $60M | +2% | 362k | 164.93 |
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| Vanguard World Materials Etf (VAW) | 0.2 | $59M | 306k | 192.63 |
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| Evergy (EVRG) | 0.2 | $59M | +3% | 1.1M | 52.97 |
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| AES Corporation (AES) | 0.2 | $59M | +2% | 3.3M | 17.57 |
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| Fortinet (FTNT) | 0.2 | $58M | +2% | 968k | 60.27 |
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| Match Group (MTCH) | 0.2 | $58M | +7% | 1.9M | 30.38 |
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| Charles River Laboratories (CRL) | 0.2 | $56M | +2% | 273k | 206.58 |
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| Monster Beverage Corp (MNST) | 0.2 | $56M | +2% | 1.1M | 49.95 |
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| Essential Utils (WTRG) | 0.2 | $56M | +2% | 1.5M | 37.33 |
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| Target Corporation (TGT) | 0.2 | $56M | +282% | 377k | 148.04 |
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| Boeing Company (BA) | 0.2 | $55M | +2% | 303k | 182.01 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $54M | 367k | 147.92 |
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| Intel Corporation (INTC) | 0.2 | $54M | 1.8M | 30.97 |
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| ConocoPhillips (COP) | 0.2 | $53M | +8365% | 459k | 114.38 |
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| Pool Corporation (POOL) | 0.2 | $52M | +2% | 170k | 307.33 |
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| Albemarle Corporation (ALB) | 0.2 | $52M | +5% | 548k | 95.52 |
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| Edwards Lifesciences (EW) | 0.2 | $52M | 561k | 92.37 |
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| CVS Caremark Corporation (CVS) | 0.2 | $52M | +9% | 873k | 59.06 |
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| Dollar Tree (DLTR) | 0.2 | $50M | +5% | 467k | 106.77 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.2 | $44M | 947k | 46.54 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $41M | 298k | 138.20 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $40M | 199k | 203.03 |
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| Lowe's Companies (LOW) | 0.1 | $31M | -5% | 141k | 220.46 |
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| Portland Gen Elec Com New (POR) | 0.1 | $30M | +5% | 686k | 43.24 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $24M | 188k | 127.57 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $22M | -7% | 188k | 118.78 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $22M | 89k | 242.10 |
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| Granite Construction (GVA) | 0.1 | $21M | -8% | 345k | 61.97 |
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| Booking Holdings (BKNG) | 0.1 | $20M | -4% | 5.1k | 3961.83 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $19M | -12% | 321k | 58.64 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $18M | 362k | 49.42 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $18M | 76k | 235.22 |
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| TJX Companies (TJX) | 0.1 | $18M | -2% | 159k | 110.10 |
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| H.B. Fuller Company (FUL) | 0.1 | $17M | 226k | 76.96 |
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| Balchem Corporation (BCPC) | 0.1 | $17M | 112k | 153.95 |
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| Merck & Co (MRK) | 0.1 | $17M | -2% | 139k | 123.80 |
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| Sanmina (SANM) | 0.1 | $17M | 260k | 66.25 |
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| Rli (RLI) | 0.1 | $17M | 119k | 140.69 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $16M | -2% | 30k | 544.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $16M | -3% | 89k | 182.15 |
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| Colgate-Palmolive Company (CL) | 0.1 | $16M | -2% | 166k | 97.04 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $15M | +6% | 299k | 50.11 |
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| Marriott Intl Cl A (MAR) | 0.1 | $15M | 61k | 241.77 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $14M | -5% | 26k | 555.53 |
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| Reliance Steel & Aluminum (RS) | 0.1 | $14M | -2% | 48k | 285.60 |
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| Deere & Company (DE) | 0.1 | $14M | +1308% | 36k | 373.63 |
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| Ormat Technologies (ORA) | 0.0 | $13M | 186k | 71.70 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $13M | -3% | 177k | 73.69 |
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| Northwestern Energy Group In Com New (NWE) | 0.0 | $13M | 258k | 50.08 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $13M | +4% | 205k | 62.87 |
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| Avangrid (AGR) | 0.0 | $13M | 361k | 35.53 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $13M | -13% | 129k | 97.07 |
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| Dominion Resources (D) | 0.0 | $12M | 254k | 49.00 |
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| Werner Enterprises (WERN) | 0.0 | $12M | 346k | 35.83 |
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| First Interstate Bancsystem (FIBK) | 0.0 | $12M | +2% | 446k | 27.77 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $12M | 22k | 547.23 |
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| Xylem (XYL) | 0.0 | $12M | -3% | 85k | 135.63 |
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| Yeti Hldgs (YETI) | 0.0 | $11M | +2% | 293k | 38.15 |
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| Citigroup Com New (C) | 0.0 | $11M | -2% | 175k | 63.46 |
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| Expeditors International of Washington (EXPD) | 0.0 | $11M | -2% | 84k | 124.79 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $10M | -3% | 19k | 553.01 |
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| Vulcan Materials Company (VMC) | 0.0 | $9.8M | 39k | 248.68 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $9.4M | +26% | 20k | 467.10 |
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| Consolidated Edison (ED) | 0.0 | $9.3M | -2% | 104k | 89.42 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $9.3M | +6% | 19k | 479.10 |
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| PPG Industries (PPG) | 0.0 | $9.2M | 73k | 125.89 |
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| Msci (MSCI) | 0.0 | $9.2M | 19k | 481.76 |
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| Automatic Data Processing (ADP) | 0.0 | $9.0M | +2% | 38k | 238.69 |
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| American Water Works (AWK) | 0.0 | $8.5M | 66k | 129.16 |
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| General Mills (GIS) | 0.0 | $8.2M | 130k | 63.26 |
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| Kroger (KR) | 0.0 | $8.0M | NEW | 160k | 49.93 |
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| Trex Company (TREX) | 0.0 | $7.9M | -21% | 107k | 74.12 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $7.9M | -10% | 16k | 500.13 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $7.8M | -6% | 36k | 218.04 |
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| Mongodb Cl A (MDB) | 0.0 | $7.8M | 31k | 249.96 |
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| Xcel Energy (XEL) | 0.0 | $7.7M | 144k | 53.41 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $5.7M | -7% | 54k | 106.66 |
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| Intuit (INTU) | 0.0 | $5.6M | +14% | 8.5k | 657.21 |
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| Broadcom (AVGO) | 0.0 | $5.4M | -5% | 3.3k | 1605.53 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $5.1M | -4% | 14k | 374.01 |
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| Doordash Cl A (DASH) | 0.0 | $5.0M | NEW | 46k | 108.78 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $4.7M | 8.1k | 576.59 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $4.4M | -3% | 83k | 53.53 |
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| Visa Com Cl A (V) | 0.0 | $4.4M | -2% | 17k | 262.47 |
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| Wells Fargo & Company (WFC) | 0.0 | $4.2M | +8% | 71k | 59.39 |
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| Advanced Micro Devices (AMD) | 0.0 | $4.0M | -9% | 25k | 162.21 |
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| McDonald's Corporation (MCD) | 0.0 | $4.0M | -12% | 16k | 254.84 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $3.9M | 22k | 182.55 |
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| Qualcomm (QCOM) | 0.0 | $3.9M | +19% | 19k | 199.18 |
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| Lam Research Corporation (LRCX) | 0.0 | $3.4M | -8% | 3.2k | 1064.85 |
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| Cigna Corp (CI) | 0.0 | $3.4M | +58% | 10k | 330.57 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $3.4M | +4% | 58k | 58.52 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $3.2M | +8% | 8.7k | 364.51 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $3.2M | -4% | 44k | 72.64 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $3.1M | +7% | 20k | 160.41 |
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| Oracle Corporation (ORCL) | 0.0 | $3.0M | -22% | 21k | 141.20 |
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| Cisco Systems (CSCO) | 0.0 | $2.8M | -5% | 58k | 47.51 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $2.8M | 16k | 168.79 |
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| Servicenow (NOW) | 0.0 | $2.7M | -20% | 3.4k | 786.67 |
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| eBay (EBAY) | 0.0 | $2.6M | +849% | 48k | 53.72 |
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| American Express Company (AXP) | 0.0 | $2.3M | -10% | 10k | 231.56 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $2.3M | +5% | 10k | 226.23 |
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| Autodesk (ADSK) | 0.0 | $2.2M | 8.7k | 247.45 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $2.1M | +14% | 9.7k | 215.01 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $2.0M | -3% | 32k | 64.25 |
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| Bill Com Holdings Ord (BILL) | 0.0 | $2.0M | 38k | 52.62 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $1.9M | 13k | 142.74 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.8M | 7.3k | 249.62 |
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| Masimo Corporation (MASI) | 0.0 | $1.8M | 14k | 125.94 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.7M | +8% | 19k | 92.54 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.6M | -24% | 27k | 60.30 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $1.6M | +25% | 8.2k | 194.53 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.5M | -22% | 4.0k | 383.19 |
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| International Business Machines (IBM) | 0.0 | $1.5M | -2% | 8.8k | 172.95 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $1.5M | 8.1k | 182.53 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.5M | -57% | 4.8k | 303.41 |
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| Anthem (ELV) | 0.0 | $1.4M | -6% | 2.6k | 541.86 |
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| Bentley Sys Com Cl B (BSY) | 0.0 | $1.3M | 26k | 49.36 |
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| Kla Corp Com New (KLAC) | 0.0 | $1.2M | 1.5k | 824.51 |
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| Applied Materials (AMAT) | 0.0 | $1.2M | -8% | 5.2k | 235.99 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.2M | 15k | 77.76 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $1.2M | 21k | 56.88 |
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| Cgi Cl A Sub Vtg (GIB) | 0.0 | $1.2M | 12k | 99.80 |
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| Fiserv (FI) | 0.0 | $1.1M | +137% | 7.5k | 149.04 |
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| Union Pacific Corporation (UNP) | 0.0 | $1.1M | -4% | 4.9k | 226.26 |
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| Dell Technologies CL C (DELL) | 0.0 | $1.1M | +41% | 7.8k | 137.91 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $1.1M | -48% | 53k | 19.97 |
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| Cheniere Energy Com New (LNG) | 0.0 | $1.0M | NEW | 5.8k | 174.83 |
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| Boston Scientific Corporation (BSX) | 0.0 | $1.0M | 13k | 77.01 |
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| Shopify Cl A (SHOP) | 0.0 | $994k | -2% | 15k | 66.05 |
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| Ishares Bitcoin Tr SHS (IBIT) | 0.0 | $988k | +16% | 29k | 34.14 |
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $987k | 3.2k | 312.33 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $961k | -4% | 18k | 53.24 |
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| Emerson Electric (EMR) | 0.0 | $933k | -2% | 8.5k | 110.16 |
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| McKesson Corporation (MCK) | 0.0 | $923k | +7% | 1.6k | 584.04 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $921k | NEW | 19k | 47.44 |
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| Thomson Reuters Corp. (TRI) | 0.0 | $916k | +242% | 5.4k | 168.55 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $915k | -11% | 12k | 78.33 |
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| Mettler-Toledo International (MTD) | 0.0 | $906k | 648.00 | 1397.59 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $895k | 20k | 45.58 |
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| 3M Company (MMM) | 0.0 | $890k | -3% | 8.7k | 102.19 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $887k | -5% | 9.2k | 96.62 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $884k | -73% | 8.3k | 106.79 |
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| Corning Incorporated (GLW) | 0.0 | $873k | 23k | 38.85 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $854k | +28% | 4.9k | 174.47 |
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| Caci Intl Cl A (CACI) | 0.0 | $834k | -4% | 1.9k | 430.13 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $824k | -6% | 5.5k | 150.43 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $816k | -16% | 2.6k | 308.67 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $816k | NEW | 3.1k | 259.31 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $807k | +3% | 8.9k | 91.15 |
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| NetApp (NTAP) | 0.0 | $803k | +2% | 6.2k | 128.80 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $794k | -12% | 4.6k | 173.81 |
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| Prologis (PLD) | 0.0 | $789k | +2% | 7.0k | 112.31 |
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| Coupang Cl A (CPNG) | 0.0 | $789k | 38k | 20.95 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $776k | 3.1k | 250.13 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $763k | +2% | 1.7k | 444.85 |
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| Gilead Sciences (GILD) | 0.0 | $752k | +48% | 11k | 68.61 |
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| Dbx Etf Tr Xtrack Msci Eurp (DBEU) | 0.0 | $752k | 18k | 41.57 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $726k | +25% | 1.9k | 391.13 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $720k | 4.2k | 173.48 |
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| Darling International (DAR) | 0.0 | $719k | -98% | 20k | 36.75 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $719k | -14% | 12k | 58.85 |
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| Selectquote Ord (SLQT) | 0.0 | $710k | 257k | 2.76 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $709k | -19% | 12k | 59.20 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $706k | +7% | 4.7k | 150.50 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $704k | 3.3k | 210.72 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $696k | 18k | 38.50 |
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| MercadoLibre (MELI) | 0.0 | $682k | 415.00 | 1643.40 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $682k | +4% | 4.7k | 145.75 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $669k | +57% | 3.9k | 170.76 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $666k | +8% | 5.6k | 118.60 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $656k | +14% | 5.1k | 127.48 |
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| Electronic Arts (EA) | 0.0 | $654k | 4.7k | 139.33 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $653k | -94% | 4.7k | 138.20 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $648k | 2.1k | 313.79 |
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| Moody's Corporation (MCO) | 0.0 | $647k | 1.5k | 420.93 |
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| Eagle Ban (EGBN) | 0.0 | $646k | 34k | 18.90 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $636k | +26% | 6.5k | 97.67 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $635k | +16% | 6.0k | 106.55 |
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| Danaher Corporation (DHR) | 0.0 | $626k | -8% | 2.5k | 249.85 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $624k | +43% | 9.8k | 64.00 |
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| Workiva Com Cl A (WK) | 0.0 | $622k | 8.5k | 72.99 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $619k | 8.7k | 70.94 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $618k | -26% | 7.9k | 77.99 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $610k | 13k | 45.75 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $606k | +84% | 23k | 26.56 |
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| Morgan Stanley Com New (MS) | 0.0 | $592k | -28% | 6.1k | 97.19 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $591k | NEW | 6.4k | 91.78 |
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| Burke & Herbert Financial Serv (BHRB) | 0.0 | $589k | NEW | 12k | 50.98 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $589k | -9% | 16k | 37.95 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $584k | -6% | 7.2k | 81.08 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $582k | -60% | 8.1k | 72.05 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $581k | +24% | 3.2k | 182.01 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $575k | -25% | 14k | 41.11 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $570k | -10% | 4.7k | 121.87 |
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| W.R. Berkley Corporation (WRB) | 0.0 | $566k | 7.2k | 78.58 |
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| Altria (MO) | 0.0 | $558k | +5% | 12k | 45.55 |
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| Shell Spon Ads (SHEL) | 0.0 | $546k | -24% | 7.6k | 72.18 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $545k | -99% | 8.4k | 65.06 |
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| Legalzoom (LZ) | 0.0 | $535k | 64k | 8.39 |
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| Atmos Energy Corporation (ATO) | 0.0 | $523k | +3% | 4.5k | 116.65 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $519k | -38% | 507.00 | 1022.77 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.0 | $514k | -10% | 6.5k | 79.23 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $510k | 5.1k | 99.81 |
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| Arista Networks (ANET) | 0.0 | $505k | 1.4k | 350.48 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $501k | +87% | 7.5k | 66.98 |
|
| Capital One Financial (COF) | 0.0 | $497k | -6% | 3.6k | 138.45 |
|
| Paychex (PAYX) | 0.0 | $488k | +10% | 4.1k | 118.56 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $487k | +36% | 6.1k | 80.13 |
|
| Philip Morris International (PM) | 0.0 | $483k | +8% | 4.8k | 101.34 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $477k | +134% | 9.3k | 51.30 |
|
| Ge Aerospace Com New (GE) | 0.0 | $475k | +9% | 3.0k | 158.97 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $475k | -8% | 9.8k | 48.60 |
|
| Trimble Navigation (TRMB) | 0.0 | $474k | 8.5k | 55.92 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $465k | -17% | 7.0k | 66.77 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $465k | +8% | 1.9k | 246.65 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $465k | +7% | 1.7k | 266.00 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $464k | +86% | 9.5k | 48.77 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $461k | -35% | 1.5k | 314.21 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $459k | -10% | 4.0k | 115.47 |
|
| Confluent Class A Com (CFLT) | 0.0 | $455k | -19% | 15k | 29.53 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $454k | -2% | 4.5k | 100.39 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $454k | 1.7k | 262.14 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $452k | 12k | 39.27 |
|
|
| Travelers Companies (TRV) | 0.0 | $445k | +3% | 2.2k | 203.31 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $445k | -2% | 4.3k | 103.27 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $441k | -4% | 5.5k | 79.93 |
|
| Proshares Tr Large Cap Cre (CSM) | 0.0 | $436k | 7.0k | 62.03 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $434k | 1.3k | 328.93 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $433k | 8.1k | 53.13 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $431k | -15% | 1.3k | 339.01 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $431k | +20% | 4.3k | 99.88 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $426k | +5% | 1.1k | 386.05 |
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $426k | NEW | 40k | 10.79 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $425k | +93% | 7.8k | 54.49 |
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.0 | $423k | 13k | 32.06 |
|
|
| Hubspot (HUBS) | 0.0 | $421k | 714.00 | 589.79 |
|
|
| Stryker Corporation (SYK) | 0.0 | $420k | -7% | 1.2k | 340.25 |
|
| Hp (HPQ) | 0.0 | $418k | +4% | 12k | 35.02 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $418k | +2% | 958.00 | 435.95 |
|
| Aon Shs Cl A (AON) | 0.0 | $418k | +15% | 1.4k | 293.58 |
|
| Southwest Airlines (LUV) | 0.0 | $416k | -4% | 15k | 28.61 |
|
| Cummins (CMI) | 0.0 | $409k | -6% | 1.5k | 276.93 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $408k | +3% | 4.6k | 88.31 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $408k | +17% | 4.0k | 100.84 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $404k | 829.00 | 487.20 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $400k | 12k | 32.24 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $396k | +7% | 1.3k | 313.55 |
|
| O'reilly Automotive (ORLY) | 0.0 | $391k | 370.00 | 1056.06 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $390k | 1.7k | 229.56 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $385k | -11% | 9.3k | 41.53 |
|
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.0 | $383k | +6% | 12k | 31.26 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $382k | 6.7k | 57.27 |
|
|
| Micron Technology (MU) | 0.0 | $378k | -23% | 2.9k | 131.53 |
|
| American Tower Reit (AMT) | 0.0 | $376k | -14% | 1.9k | 194.38 |
|
| Workday Cl A (WDAY) | 0.0 | $368k | +2% | 1.6k | 223.56 |
|
| Yum! Brands (YUM) | 0.0 | $367k | 2.8k | 132.46 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $365k | 3.3k | 112.37 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $364k | 4.3k | 83.96 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $362k | 8.5k | 42.59 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $359k | +16% | 3.0k | 120.74 |
|
| Wp Carey (WPC) | 0.0 | $359k | -8% | 6.5k | 55.05 |
|
| Norfolk Southern (NSC) | 0.0 | $359k | +15% | 1.7k | 214.69 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $358k | -9% | 5.3k | 68.14 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $354k | +80% | 7.5k | 47.18 |
|
| Dover Corporation (DOV) | 0.0 | $353k | 2.0k | 180.45 |
|