Essential Investment Partners
Latest statistics and disclosures from Essential Investment Partners's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002145170
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Portfolio Holdings for Essential Investment Partners
Essential Investment Partners holds 456 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.4 | $6.5M | 19k | 333.02 |
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| Everpure Cl A (P) | 4.2 | $6.2M | 47k | 130.78 |
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| Bloom Energy Corp Com Cl A (BE) | 4.0 | $5.9M | 22k | 276.98 |
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| Microsoft Corporation (MSFT) | 3.5 | $5.1M | 10k | 512.92 |
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| United Rentals (URI) | 3.1 | $4.5M | 4.5k | 1000.78 |
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| Amazon (AMZN) | 3.0 | $4.4M | 18k | 249.15 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $4.0M | 12k | 344.08 |
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| Broadcom (AVGO) | 2.6 | $3.9M | 11k | 351.19 |
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| Abbvie (ABBV) | 2.6 | $3.8M | 15k | 261.59 |
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| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 2.5 | $3.7M | 54k | 69.17 |
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| NVIDIA Corporation (NVDA) | 2.3 | $3.4M | 15k | 228.38 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.2 | $3.3M | 12k | 264.75 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 2.0 | $2.9M | 58k | 50.47 |
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| TJX Companies (TJX) | 1.8 | $2.7M | 20k | 132.31 |
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| Verizon Communications (VZ) | 1.8 | $2.6M | 57k | 45.87 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.7 | $2.5M | 47k | 53.75 |
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| Zeta Global Holdings Corp Cl A (ZETA) | 1.7 | $2.5M | 79k | 31.57 |
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| Mastercard Incorporated Cl A (MA) | 1.6 | $2.4M | 4.3k | 551.47 |
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| Johnson & Johnson (JNJ) | 1.6 | $2.4M | 9.0k | 264.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.3M | 6.7k | 340.74 |
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| Booking Holdings (BKNG) | 1.5 | $2.2M | 13k | 162.91 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.3 | $1.9M | 4.9k | 380.84 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $1.8M | 5.6k | 330.85 |
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| Ishares Tr Eafe Value Etf (EFV) | 1.1 | $1.7M | 21k | 79.14 |
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| Alcon Ord Shs (ALC) | 1.1 | $1.6M | 24k | 64.75 |
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| Ares Capital Corporation (ARCC) | 1.0 | $1.5M | 79k | 19.10 |
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| Stryker Corporation (SYK) | 1.0 | $1.5M | 5.4k | 275.39 |
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| Ecolab (ECL) | 0.9 | $1.4M | 5.0k | 274.58 |
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| Oracle Corporation (ORCL) | 0.9 | $1.4M | 10k | 137.30 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $1.4M | 9.6k | 142.26 |
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| BlackRock Corporate High Yield Fund VI (HYT) | 0.9 | $1.3M | 166k | 7.84 |
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| Ishares Msci Emrg Chn (EMXC) | 0.8 | $1.2M | 12k | 99.08 |
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| Kinder Morgan (KMI) | 0.8 | $1.2M | 39k | 30.15 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.1M | 1.5k | 765.85 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.8 | $1.1M | 8.2k | 137.68 |
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| Waste Management (WM) | 0.7 | $1.1M | 5.3k | 203.92 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.7 | $1.1M | 4.0k | 272.26 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.7 | $1.1M | 34k | 31.47 |
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| Costco Wholesale Corporation (COST) | 0.7 | $1.0M | 1.1k | 910.34 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $1.0M | 20k | 50.37 |
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| Qualcomm (QCOM) | 0.7 | $993k | 5.4k | 184.04 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.6 | $958k | 7.4k | 128.94 |
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| Amphenol Corp Cl A (APH) | 0.6 | $952k | 11k | 84.30 |
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| Pimco Dynamic Income SHS (PDI) | 0.6 | $931k | 66k | 14.03 |
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| Kla Corp Com New (KLAC) | 0.6 | $924k | 4.7k | 194.93 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.6 | $921k | 999.00 | 922.34 |
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| Mayville Engineering (MEC) | 0.6 | $889k | 59k | 15.00 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.6 | $847k | 11k | 75.62 |
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| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.6 | $822k | 8.6k | 95.22 |
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| Spdr Series Trust St Str Sp Home (XHB) | 0.5 | $751k | 7.8k | 96.03 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $750k | 1.5k | 509.25 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.5 | $743k | 12k | 61.50 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $701k | 3.8k | 183.37 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $693k | 12k | 56.22 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.5 | $682k | 1.2k | 568.64 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.5 | $681k | 6.3k | 108.69 |
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| Meta Platforms Cl A (META) | 0.4 | $659k | 909.00 | 725.18 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.4 | $646k | 25k | 25.39 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.4 | $599k | 10k | 57.44 |
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| D.R. Horton (DHI) | 0.4 | $598k | 4.4k | 136.65 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.4 | $574k | 31k | 18.55 |
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| Palomar Hldgs (PLMR) | 0.4 | $572k | 4.6k | 123.29 |
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| Rbb Fund Trust Firs Eagl Ov Etf (FEOE) | 0.4 | $568k | 11k | 53.77 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $551k | 2.5k | 222.24 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $544k | 2.2k | 247.93 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.4 | $537k | 13k | 41.52 |
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| Trekor Metals (TGB) | 0.4 | $533k | 60k | 8.91 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $528k | 7.3k | 71.95 |
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| Spdr Series Trust St Str Sp500div (SPYD) | 0.3 | $514k | 11k | 45.37 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $514k | 733.00 | 700.86 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $498k | 3.7k | 136.04 |
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| Merck & Co (MRK) | 0.3 | $487k | 3.4k | 145.31 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.3 | $485k | 5.8k | 83.03 |
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| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 0.3 | $455k | 18k | 25.94 |
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| IDEXX Laboratories (IDXX) | 0.3 | $451k | 863.00 | 522.19 |
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| Intel Corporation (INTC) | 0.3 | $428k | 3.6k | 120.23 |
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| Tyler Technologies (TYL) | 0.3 | $416k | 1.3k | 318.60 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $414k | 3.3k | 125.26 |
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| Palo Alto Networks (PANW) | 0.3 | $413k | 1.0k | 397.31 |
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| Capital Group International SHS (CGIC) | 0.3 | $397k | 11k | 35.98 |
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| Blackrock Muniassets Fund (MUA) | 0.3 | $393k | 41k | 9.55 |
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| Chevron Corporation (CVX) | 0.3 | $385k | 1.9k | 204.21 |
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| Nutanix Cl A (NTNX) | 0.3 | $378k | 5.4k | 70.41 |
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| Honeywell International (HON) | 0.3 | $372k | 1.8k | 210.94 |
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| Msa Safety Inc equity (MSA) | 0.2 | $367k | 2.1k | 177.88 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $365k | 493.00 | 739.93 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $343k | 35k | 9.95 |
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| Calamos Etf Tr Autoc Incom Etf (CAIE) | 0.2 | $343k | 13k | 26.62 |
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| RBC Bearings Incorporated (RBC) | 0.2 | $325k | 650.00 | 499.23 |
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| Honeywell Aerospace (HONA) | 0.2 | $322k | 2.1k | 154.97 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $320k | 2.1k | 155.17 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $319k | 19k | 17.05 |
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| Coca-Cola Company (KO) | 0.2 | $319k | 3.7k | 86.08 |
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| Standex Int'l (SXI) | 0.2 | $313k | 1.1k | 273.06 |
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| Deep Fission Ord (FISN) | 0.2 | $305k | 60k | 5.13 |
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| Applied Materials (AMAT) | 0.2 | $300k | 586.00 | 511.38 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $287k | 9.6k | 30.00 |
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| Wal-Mart Stores (WMT) | 0.2 | $284k | 2.7k | 103.92 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.2 | $276k | 2.9k | 96.56 |
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| At&t (T) | 0.2 | $270k | 11k | 24.40 |
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| Tortoise Capital Series Trus Energy Etf (TNGY) | 0.2 | $269k | 25k | 10.60 |
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| AeroVironment (AVAV) | 0.2 | $264k | 1.9k | 142.22 |
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| Williams Companies (WMB) | 0.2 | $263k | 3.9k | 67.97 |
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| Valero Energy Corporation (VLO) | 0.2 | $262k | 675.00 | 387.61 |
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| Bristol Myers Squibb (BMY) | 0.2 | $261k | 4.2k | 62.40 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $252k | 462.00 | 546.17 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $251k | 1.4k | 185.65 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.2 | $248k | 5.5k | 44.89 |
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| Shell Spon Ads (SHEL) | 0.2 | $236k | 2.5k | 95.05 |
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| Cisco Systems (CSCO) | 0.2 | $232k | 2.2k | 107.63 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $225k | 3.7k | 61.26 |
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| Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) | 0.1 | $212k | 5.7k | 37.17 |
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| Visa Com Cl A (V) | 0.1 | $211k | 587.00 | 359.33 |
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| Nrg Energy Com New (NRG) | 0.1 | $210k | 2.2k | 95.65 |
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| General Dynamics Corporation (GD) | 0.1 | $199k | 600.00 | 331.55 |
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| Amgen (AMGN) | 0.1 | $196k | 465.00 | 421.51 |
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| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.1 | $193k | 16k | 11.86 |
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| Global X Fds Russell 2000 (RYLD) | 0.1 | $190k | 12k | 15.47 |
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| Eaton Corp SHS (ETN) | 0.1 | $189k | 440.00 | 429.71 |
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| Viper Energy Cl A (VNOM) | 0.1 | $184k | 4.6k | 39.89 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $171k | 16k | 10.99 |
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| Wells Fargo & Company (WFC) | 0.1 | $167k | 2.1k | 80.06 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $166k | 3.5k | 47.36 |
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| Enbridge (ENB) | 0.1 | $166k | 3.6k | 46.49 |
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| Constellation Energy (CEG) | 0.1 | $164k | 646.00 | 254.02 |
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| Hercules Technology Growth Capital (HTGC) | 0.1 | $161k | 9.6k | 16.81 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.1 | $160k | 981.00 | 162.75 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $151k | 330.00 | 456.19 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $148k | 2.6k | 55.83 |
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| The Alger Etf Trust Ai Enablers Adop (ALAI) | 0.1 | $148k | 3.2k | 46.47 |
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| Corning Incorporated (GLW) | 0.1 | $147k | 953.00 | 153.76 |
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| Nuveen Mun Cr Income Com Sh Ben Int (NZF) | 0.1 | $134k | 12k | 10.83 |
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| Arista Networks Com Shs (ANET) | 0.1 | $130k | 638.00 | 203.59 |
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| Quanta Services (PWR) | 0.1 | $129k | 200.00 | 642.51 |
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| Uber Technologies (UBER) | 0.1 | $127k | 1.8k | 68.51 |
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| Morgan Stanley Com New (MS) | 0.1 | $126k | 672.00 | 188.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $120k | 240.00 | 497.95 |
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| Iron Mountain (IRM) | 0.1 | $119k | 1.1k | 110.95 |
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| Procter & Gamble Company (PG) | 0.1 | $106k | 730.00 | 145.28 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $105k | 137.00 | 762.63 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $103k | 690.00 | 148.65 |
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| Norfolk Southern (NSC) | 0.1 | $101k | 326.00 | 309.00 |
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| Etf Opportunities Trust Tappalpha S&p (TSPY) | 0.1 | $101k | 4.0k | 25.35 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $100k | 3.1k | 32.53 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $96k | 765.00 | 125.66 |
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| Matthews Asia Fds Emer Mark Ex Etf (MEMX) | 0.1 | $96k | 2.0k | 47.88 |
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| American Express Company (AXP) | 0.1 | $93k | 306.00 | 304.10 |
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| Agnico (AEM) | 0.1 | $92k | 500.00 | 183.27 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $91k | 595.00 | 152.07 |
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| Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) | 0.1 | $84k | 2.1k | 39.78 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $83k | 46.00 | 1811.67 |
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| Netflix (NFLX) | 0.1 | $81k | 1.2k | 69.58 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $80k | 980.00 | 81.16 |
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| Exelon Corporation (EXC) | 0.1 | $79k | 1.9k | 40.41 |
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| Home Depot (HD) | 0.1 | $78k | 275.00 | 284.49 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.1 | $76k | 1.2k | 63.70 |
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| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.1 | $76k | 2.2k | 34.46 |
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| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.1 | $75k | 425.00 | 177.11 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $75k | 1.6k | 47.34 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $74k | 396.00 | 187.05 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $73k | 2.6k | 27.96 |
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| Glaukos (GKOS) | 0.0 | $73k | 445.00 | 164.19 |
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| Ocular Therapeutix (OCUL) | 0.0 | $70k | 9.2k | 7.67 |
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| Southern Company (SO) | 0.0 | $70k | 840.00 | 82.89 |
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| Weyerhaeuser Com New (WY) | 0.0 | $68k | 3.6k | 19.05 |
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| Proshares Tr S&p 500 High Etf (ISPY) | 0.0 | $65k | 1.4k | 47.81 |
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| Digital Realty Trust (DLR) | 0.0 | $65k | 370.00 | 175.53 |
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| W.W. Grainger (GWW) | 0.0 | $65k | 52.00 | 1245.77 |
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| Vox Rty Corp Cda F (VOXR) | 0.0 | $65k | 13k | 5.02 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $63k | 322.00 | 195.75 |
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| Emerson Electric (EMR) | 0.0 | $62k | 399.00 | 155.10 |
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| Calamos Etf Tr Nasdaq Autocalll (CAIQ) | 0.0 | $62k | 2.4k | 26.19 |
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| Nextera Energy (NEE) | 0.0 | $61k | 800.00 | 75.74 |
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| PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $61k | 5.5k | 11.01 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.0 | $60k | 160.00 | 374.24 |
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| International Business Machines (IBM) | 0.0 | $59k | 268.00 | 219.93 |
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| Cion Invt Corp (CION) | 0.0 | $59k | 8.4k | 7.02 |
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| Enterprise Products Partners (EPD) | 0.0 | $59k | 1.7k | 35.61 |
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| Moog Cl A (MOG.A) | 0.0 | $57k | 150.00 | 381.47 |
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| Gilead Sciences (GILD) | 0.0 | $54k | 361.00 | 149.05 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.0 | $53k | 1.0k | 53.17 |
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| Vistra Energy (VST) | 0.0 | $53k | 380.00 | 138.35 |
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| Pepsi (PEP) | 0.0 | $51k | 401.00 | 126.72 |
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| Global X Fds Rate Preferred (PFFV) | 0.0 | $49k | 2.2k | 21.79 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.0 | $44k | 480.00 | 92.05 |
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| Calamos Etf Tr Autoc Growt Etf (CAGE) | 0.0 | $44k | 1.5k | 28.62 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $43k | 771.00 | 56.32 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.0 | $43k | 871.00 | 48.85 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $42k | 200.00 | 208.02 |
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| Monster Beverage Corp (MNST) | 0.0 | $42k | 998.00 | 41.62 |
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| Bunge Global Sa Com Shs (BG) | 0.0 | $41k | 385.00 | 106.95 |
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| Nlight (LASR) | 0.0 | $39k | 1.0k | 38.95 |
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| Danaher Corporation (DHR) | 0.0 | $39k | 175.00 | 221.55 |
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| Advanced Micro Devices (AMD) | 0.0 | $39k | 63.00 | 611.76 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $37k | 90.00 | 406.63 |
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| Equinix (EQIX) | 0.0 | $35k | 35.00 | 1011.57 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $35k | 700.00 | 50.56 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $35k | 212.00 | 166.12 |
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| Independence Realty Trust In (IRT) | 0.0 | $33k | 2.3k | 14.53 |
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| Sherwin-Williams Company (SHW) | 0.0 | $33k | 103.00 | 323.27 |
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| Oneok (OKE) | 0.0 | $33k | 390.00 | 85.27 |
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| salesforce (CRM) | 0.0 | $32k | 140.00 | 229.57 |
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| Amplify Etf Tr Cef High Income (YYY) | 0.0 | $31k | 3.0k | 10.38 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $31k | 645.00 | 47.58 |
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| S&p Global (SPGI) | 0.0 | $29k | 74.00 | 394.47 |
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| Zoetis Cl A (ZTS) | 0.0 | $29k | 418.00 | 69.83 |
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| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 0.0 | $29k | 720.00 | 40.39 |
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| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 0.0 | $29k | 838.00 | 34.29 |
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| Chubb (CB) | 0.0 | $28k | 85.00 | 325.25 |
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| Corteva (CTVA) | 0.0 | $28k | 356.00 | 77.65 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $27k | 150.00 | 179.29 |
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| Walt Disney Company (DIS) | 0.0 | $27k | 255.00 | 104.90 |
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| International Paper Company (IP) | 0.0 | $27k | 806.00 | 33.17 |
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| Standard Lithium Corp equities (SLI) | 0.0 | $27k | 15k | 1.83 |
|
|
| Watts Water Technologies Cl A (WTS) | 0.0 | $27k | 75.00 | 354.19 |
|
|
| Msc Income Fund (MSIF) | 0.0 | $26k | 2.2k | 11.77 |
|
|
| Karman Hldgs Common Stock (KRMN) | 0.0 | $25k | 783.00 | 32.42 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $25k | 549.00 | 46.04 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $25k | 90.00 | 280.09 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $25k | 486.00 | 50.54 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $24k | 748.00 | 32.64 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $23k | 46.00 | 508.54 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $23k | 135.00 | 170.73 |
|
|
| Altria (MO) | 0.0 | $23k | 336.00 | 67.34 |
|
|
| Tetra Tech (TTEK) | 0.0 | $22k | 660.00 | 32.95 |
|
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $21k | 2.0k | 10.61 |
|
|
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $21k | 543.00 | 38.29 |
|
|
| Starwood Property Trust (STWD) | 0.0 | $21k | 1.5k | 13.50 |
|
|
| Butterfly Network Com Cl A (BFLY) | 0.0 | $20k | 2.3k | 8.96 |
|
|
| Linde SHS (LIN) | 0.0 | $20k | 42.00 | 474.64 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $20k | 17.00 | 1157.06 |
|
|
| Ensign (ENSG) | 0.0 | $19k | 113.00 | 172.00 |
|
|
| Micron Technology (MU) | 0.0 | $19k | 18.00 | 1065.11 |
|
|
| Tesla Motors (TSLA) | 0.0 | $19k | 52.00 | 354.81 |
|
|
| Extra Space Storage (EXR) | 0.0 | $18k | 138.00 | 131.51 |
|
|
| Proshares Tr Rus 2000 Hig Etf (ITWO) | 0.0 | $17k | 400.00 | 43.03 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $17k | 164.00 | 103.89 |
|
|
| Godaddy Cl A (GDDY) | 0.0 | $17k | 175.00 | 95.51 |
|
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.0 | $17k | 321.00 | 51.76 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $16k | 300.00 | 53.40 |
|
|
| Billiontoone Cl A (BLLN) | 0.0 | $16k | 150.00 | 106.44 |
|
|
| Matthews Asia Fds Chin Inno Ac Etf (MCHS) | 0.0 | $15k | 385.00 | 39.39 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $14k | 516.00 | 27.47 |
|
|
| Brink's Company (BCO) | 0.0 | $14k | 138.00 | 100.99 |
|
|
| Medline Com Cl A (MDLN) | 0.0 | $14k | 400.00 | 34.70 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $13k | 380.00 | 35.00 |
|
|
| Calamos Etf Tr S&p 500 Struct (CPSY) | 0.0 | $13k | 500.00 | 26.14 |
|
|
| Progressive Corporation (PGR) | 0.0 | $13k | 63.00 | 207.32 |
|
|
| Lowe's Companies (LOW) | 0.0 | $12k | 67.00 | 184.28 |
|
|
| Ford Motor Company (F) | 0.0 | $12k | 1.0k | 12.06 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $12k | 17.00 | 675.06 |
|
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.0 | $12k | 53.00 | 216.08 |
|
|
| Jefferies Finl Group (JEF) | 0.0 | $11k | 250.00 | 45.73 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $11k | 75.00 | 150.87 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $11k | 200.00 | 54.43 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $10k | 120.00 | 85.69 |
|
|
| Blackrock Muniyield Quality Fund (MQY) | 0.0 | $9.8k | 987.00 | 9.93 |
|
|
| Phillips 66 (PSX) | 0.0 | $9.2k | 36.00 | 255.31 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $9.1k | 23.00 | 395.43 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $8.9k | 25.00 | 356.92 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $8.9k | 179.00 | 49.83 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $8.8k | 113.00 | 77.96 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $8.8k | 80.00 | 109.61 |
|
|
| Managed Portfolio Ser Tremb Globa Etf (TOGA) | 0.0 | $8.7k | 300.00 | 28.95 |
|
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.0 | $8.7k | 96.00 | 90.35 |
|
|
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.0 | $8.7k | 1.0k | 8.65 |
|
|
| Travelers Companies (TRV) | 0.0 | $8.6k | 24.00 | 356.50 |
|
|
| Amkor Technology (AMKR) | 0.0 | $8.6k | 163.00 | 52.46 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $8.5k | 37.00 | 230.95 |
|
|
| Calamos Etf Tr Russe 2000 Janua (CPRY) | 0.0 | $8.5k | 300.00 | 28.21 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $8.4k | 43.00 | 195.07 |
|
|
| Waters Corporation (WAT) | 0.0 | $8.3k | 19.00 | 439.37 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $8.2k | 32.00 | 257.28 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $8.2k | 96.00 | 85.48 |
|
|
| Fastenal Company (FAST) | 0.0 | $8.2k | 165.00 | 49.53 |
|
|
| Garmin SHS (GRMN) | 0.0 | $8.0k | 28.00 | 286.86 |
|
|
| Workday Cl A (WDAY) | 0.0 | $8.0k | 42.00 | 190.45 |
|
|
| PPL Corporation (PPL) | 0.0 | $7.7k | 234.00 | 32.89 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $7.6k | 35.00 | 217.60 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $7.4k | 80.00 | 93.04 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $7.3k | 116.00 | 63.30 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $7.3k | 43.00 | 170.67 |
|
|
| Key (KEY) | 0.0 | $7.3k | 365.00 | 20.07 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $7.3k | 101.00 | 72.47 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $7.3k | 108.00 | 67.54 |
|
|
| Incyte Corporation (INCY) | 0.0 | $7.3k | 60.00 | 121.35 |
|
|
| Essex Property Trust (ESS) | 0.0 | $7.3k | 27.00 | 269.41 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $7.3k | 20.00 | 363.35 |
|
|
| Regency Centers Corporation (REG) | 0.0 | $7.2k | 100.00 | 71.88 |
|
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $7.1k | 66.00 | 108.29 |
|
|
| Globe Life (GL) | 0.0 | $7.1k | 43.00 | 165.65 |
|
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $7.1k | 73.00 | 96.73 |
|
|
| Henry Schein (HSIC) | 0.0 | $6.9k | 82.00 | 83.98 |
|
|
| Universal Hlth Svcs CL B (UHS) | 0.0 | $6.8k | 39.00 | 174.26 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $6.8k | 80.00 | 84.42 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $6.5k | 20.00 | 325.85 |
|
|
| Fortinet (FTNT) | 0.0 | $6.1k | 34.00 | 178.76 |
|
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $6.1k | 1.0k | 6.05 |
|
|
| Cerus Corporation (CERS) | 0.0 | $6.0k | 2.5k | 2.38 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $5.9k | 22.00 | 269.95 |
|
|
| Charles River Laboratories (CRL) | 0.0 | $5.9k | 20.00 | 295.00 |
|
|
| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.0 | $5.8k | 25.00 | 231.04 |
|
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.0 | $5.4k | 108.00 | 50.21 |
|
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $5.4k | 400.00 | 13.41 |
|
|
| Apa Corporation (APA) | 0.0 | $5.4k | 129.00 | 41.54 |
|
|
| Paychex (PAYX) | 0.0 | $5.3k | 54.00 | 98.50 |
|
|
| Calamos Etf Tr Nasdaq Equity (CANQ) | 0.0 | $5.1k | 175.00 | 29.42 |
|
|
| Moody's Corporation (MCO) | 0.0 | $4.5k | 10.00 | 454.10 |
|
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $4.5k | 333.00 | 13.60 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $4.4k | 100.00 | 43.97 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $4.4k | 26.00 | 167.85 |
|
|
| DaVita (DVA) | 0.0 | $4.2k | 24.00 | 174.92 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $4.2k | 51.00 | 81.59 |
|
|
| Illumina (ILMN) | 0.0 | $4.1k | 15.00 | 273.67 |
|
|
| Smurfit Westrock SHS (SW) | 0.0 | $3.9k | 88.00 | 44.10 |
|
|
| American Tower Reit (AMT) | 0.0 | $3.8k | 23.00 | 163.70 |
|
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.0 | $3.7k | 47.00 | 79.13 |
|
|
| Seaworld Entertainment (PRKS) | 0.0 | $3.6k | 110.00 | 32.40 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $3.5k | 15.00 | 230.27 |
|
|
| Everest Re Group (EG) | 0.0 | $3.3k | 9.00 | 365.22 |
|
|
| Best Buy (BBY) | 0.0 | $3.2k | 36.00 | 88.25 |
|
|
| Pimco Income Strategy Fund II (PFN) | 0.0 | $3.1k | 500.00 | 6.24 |
|
|
| Citigroup Com New (C) | 0.0 | $3.0k | 23.00 | 129.48 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $3.0k | 20.00 | 148.30 |
|
|
| Gartner (IT) | 0.0 | $2.8k | 15.00 | 186.53 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $2.6k | 30.00 | 86.67 |
|
|
| Capital Grp Fixed Incm Etf T Mun High Etf (CGHM) | 0.0 | $2.4k | 100.00 | 24.07 |
|
|
| Sylvamo Corp Common Stock (SLVM) | 0.0 | $2.4k | 72.00 | 32.68 |
|
|
| Viatris (VTRS) | 0.0 | $2.2k | 124.00 | 17.72 |
|
|
| Victory Portfolios Ii Usaa Msci Usa Sm (USVM) | 0.0 | $2.2k | 21.00 | 103.24 |
|
|
| Encana Corporation (OVV) | 0.0 | $2.1k | 37.00 | 57.81 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $2.1k | 9.00 | 227.89 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $1.8k | 10.00 | 183.10 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $1.8k | 12.00 | 152.00 |
|
|
| CSX Corporation (CSX) | 0.0 | $1.8k | 39.00 | 46.51 |
|
|
| Niocorp Devs Com New (NB) | 0.0 | $1.8k | 500.00 | 3.60 |
|
|
| Domino's Pizza (DPZ) | 0.0 | $1.8k | 6.00 | 299.67 |
|
|
| Grayscale Ethereum Staking Shs New (ETH) | 0.0 | $1.8k | 70.00 | 25.49 |
|
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $1.8k | 30.00 | 58.87 |
|
|
| Southwest Airlines (LUV) | 0.0 | $1.7k | 42.00 | 41.64 |
|
|
| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $1.5k | 28.00 | 52.64 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $1.5k | 20.00 | 72.65 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $1.5k | 17.00 | 85.41 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.4k | 3.00 | 483.33 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.4k | 17.00 | 85.29 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $1.4k | 9.00 | 160.67 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $1.4k | 17.00 | 83.47 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $1.4k | 14.00 | 101.14 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $1.4k | 12.00 | 115.33 |
|
|
| Kkr & Co (KKR) | 0.0 | $1.4k | 15.00 | 91.33 |
|
|
| Vanguard Wellington Us Momentum (VFMO) | 0.0 | $1.4k | 6.00 | 227.00 |
|
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $1.4k | 30.00 | 45.10 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $1.4k | 5.00 | 270.40 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $1.3k | 16.00 | 83.00 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.3k | 60.00 | 21.77 |
|
|
| Mobility Global Com Shs (MBGL) | 0.0 | $1.3k | 74.00 | 17.15 |
|
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $1.2k | 30.00 | 41.60 |
|
|
| Compugen Ord (CGEN) | 0.0 | $1.2k | 500.00 | 2.38 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.2k | 14.00 | 84.93 |
|
|
| Public Storage (PSA) | 0.0 | $1.1k | 4.00 | 282.75 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.1k | 20.00 | 55.30 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $1.1k | 4.00 | 268.75 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $1.1k | 4.00 | 265.75 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.0k | 11.00 | 94.36 |
|
|
| MetLife (MET) | 0.0 | $1.0k | 11.00 | 94.18 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $1.0k | 6.00 | 172.33 |
|
|
| Vaneck Etf Trust Rare Ear Str Etf (REMX) | 0.0 | $1.0k | 16.00 | 64.25 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $986.000100 | 3.00 | 328.67 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $985.000000 | 2.00 | 492.50 |
|
|
| Lumentum Hldgs (LITE) | 0.0 | $971.000000 | 1.00 | 971.00 |
|
|
| A. O. Smith Corporation (AOS) | 0.0 | $957.999300 | 17.00 | 56.35 |
|
|
| Xcel Energy (XEL) | 0.0 | $915.999500 | 13.00 | 70.46 |
|
|
| Vivmark Residential Sh Ben Int (VMRK) | 0.0 | $910.999500 | 15.00 | 60.73 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $905.000000 | 4.00 | 226.25 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $889.999500 | 15.00 | 59.33 |
|
|
| Nike CL B (NKE) | 0.0 | $885.000000 | 25.00 | 35.40 |
|
|
| Hca Holdings (HCA) | 0.0 | $853.000000 | 2.00 | 426.50 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $818.999500 | 11.00 | 74.45 |
|
|
| Warner Bros Discovery Com Ser A | 0.0 | $804.999000 | 26.00 | 30.96 |
|
|
| Proshares Tr Nanotech Etf (TINY) | 0.0 | $795.000000 | 10.00 | 79.50 |
|
|
| Hldgs (UAL) | 0.0 | $777.000000 | 7.00 | 111.00 |
|
|
| Strategy Cl A New (MSTR) | 0.0 | $765.000000 | 5.00 | 153.00 |
|
|
| Unity Software (U) | 0.0 | $736.999200 | 18.00 | 40.94 |
|
|
| Diamondback Energy (FANG) | 0.0 | $735.000000 | 4.00 | 183.75 |
|
|
| Ondas Com New (ONDS) | 0.0 | $733.000000 | 100.00 | 7.33 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $697.000000 | 10.00 | 69.70 |
|
|
| RBB Motley Fool Sml (TMFS) | 0.0 | $653.000000 | 20.00 | 32.65 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $647.000200 | 7.00 | 92.43 |
|
|
| Citizens Financial (CFG) | 0.0 | $638.000000 | 10.00 | 63.80 |
|
|
| Global X Fds Gb Msci Ar Etf (ARGT) | 0.0 | $603.000300 | 7.00 | 86.14 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $554.000100 | 3.00 | 184.67 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $548.000000 | 2.00 | 274.00 |
|
|
| Vici Pptys (VICI) | 0.0 | $527.999500 | 23.00 | 22.96 |
|
|
| Insulet Corporation (PODD) | 0.0 | $522.000000 | 4.00 | 130.50 |
|
|
| American Water Works (AWK) | 0.0 | $518.000000 | 4.00 | 129.50 |
|
|
| Greenland Energy SHS (GLND) | 0.0 | $513.000000 | 100.00 | 5.13 |
|
|
| Aar (AIR) | 0.0 | $507.000000 | 5.00 | 101.40 |
|
|
| Copart (CPRT) | 0.0 | $491.000400 | 18.00 | 27.28 |
|
|
| Vitesse Energy Common Stock (VTS) | 0.0 | $484.001300 | 29.00 | 16.69 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $477.999900 | 3.00 | 159.33 |
|
|
| Sentinelone Cl A (S) | 0.0 | $475.000000 | 20.00 | 23.75 |
|
|
| Tapestry (TPR) | 0.0 | $460.000000 | 4.00 | 115.00 |
|
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $448.000000 | 2.00 | 224.00 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $426.000000 | 10.00 | 42.60 |
|
|
| Steris Shs Usd (STE) | 0.0 | $420.000000 | 2.00 | 210.00 |
|
|
| Coupang Cl A (CPNG) | 0.0 | $416.001000 | 30.00 | 13.87 |
|
|
| Howard Hughes Holdings (HHH) | 0.0 | $368.000000 | 5.00 | 73.60 |
|
|
| Kraneshares Trust Gbl Humanoid Rob (KOID) | 0.0 | $357.000000 | 10.00 | 35.70 |
|
|
| Grayscale Solana Staking Etf SHS (GSOL) | 0.0 | $355.000000 | 40.00 | 8.88 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $343.000000 | 100.00 | 3.43 |
|
|
| Host Hotels & Resorts (HST) | 0.0 | $336.000000 | 15.00 | 22.40 |
|
|
| Ball Corporation (BALL) | 0.0 | $336.000000 | 6.00 | 56.00 |
|
|
| Fortive (FTV) | 0.0 | $328.999800 | 6.00 | 54.83 |
|
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $322.998000 | 65.00 | 4.97 |
|
|
| Compass Pathways Sponsored Ads (CMPS) | 0.0 | $311.000000 | 25.00 | 12.44 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $308.000000 | 2.00 | 154.00 |
|
|
| Borr Drilling SHS (BORR) | 0.0 | $291.997500 | 75.00 | 3.89 |
|
|
| Invitation Homes (INVH) | 0.0 | $289.999600 | 11.00 | 26.36 |
|
|
| Figure Technology Solutio Com Cl A (FIGR) | 0.0 | $289.000000 | 10.00 | 28.90 |
|
|
| B&G Foods (BGS) | 0.0 | $287.000000 | 100.00 | 2.87 |
|
|
| Ptc (PTC) | 0.0 | $281.000000 | 2.00 | 140.50 |
|
|
| Kopin Corporation (KOPN) | 0.0 | $276.000000 | 60.00 | 4.60 |
|
|
| Invesco SHS (IVZ) | 0.0 | $270.999900 | 9.00 | 30.11 |
|
|
| Masco Corporation (MAS) | 0.0 | $270.000000 | 4.00 | 67.50 |
|
|
| Blackline (BL) | 0.0 | $265.000000 | 10.00 | 26.50 |
|
|
| Assurant (AIZ) | 0.0 | $264.000000 | 1.00 | 264.00 |
|
|
| Hasbro (HAS) | 0.0 | $263.000100 | 3.00 | 87.67 |
|
|
| Terra Innovatum Global Nv Ord Shs (NKLR) | 0.0 | $254.002500 | 75.00 | 3.39 |
|
|
| Unusual Machs Com Shs (UMAC) | 0.0 | $245.000000 | 10.00 | 24.50 |
|
|
| Stellantis SHS (STLA) | 0.0 | $218.000000 | 50.00 | 4.36 |
|
|
| Autodesk (ADSK) | 0.0 | $209.000000 | 1.00 | 209.00 |
|
|
| Api Group Corp Com Stk (APG) | 0.0 | $193.000000 | 5.00 | 38.60 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $192.000000 | 2.00 | 96.00 |
|
|
| Eagle Nuclear Energy Corp (NUCL) | 0.0 | $191.001000 | 30.00 | 6.37 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $189.000000 | 10.00 | 18.90 |
|
|
| Baozun Sponsored Adr (BZUN) | 0.0 | $184.002000 | 60.00 | 3.07 |
|
|
| Netskope Cl A (NTSK) | 0.0 | $174.000000 | 10.00 | 17.40 |
|
|
| Sprott Fds Tr Rare Eart Ex Etf (REXC) | 0.0 | $158.000000 | 10.00 | 15.80 |
|
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $145.997500 | 55.00 | 2.65 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $137.000000 | 10.00 | 13.70 |
|
|
| One Stop Systems (OSS) | 0.0 | $130.999500 | 15.00 | 8.73 |
|
|
| Western Union Company (WU) | 0.0 | $118.000000 | 20.00 | 5.90 |
|
|
| Oklo Com Cl A (OKLO) | 0.0 | $111.000000 | 3.00 | 37.00 |
|
|
| Xtend Ai Robotics | 0.0 | $107.001000 | 30.00 | 3.57 |
|
|
| Immix Biopharma (IMMX) | 0.0 | $104.000000 | 10.00 | 10.40 |
|
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $103.000300 | 13.00 | 7.92 |
|
|
| Nano Nuclear Energy (NNE) | 0.0 | $79.000000 | 5.00 | 15.80 |
|
|
| X-energy Com Cl A (XE) | 0.0 | $71.000000 | 5.00 | 14.20 |
|
|
| USA Rare Earth Inc A (USAR) | 0.0 | $70.000000 | 5.00 | 14.00 |
|
|
| Editas Medicine (EDIT) | 0.0 | $51.000000 | 20.00 | 2.55 |
|
|
| 1 800 Flowers Cl A (FLWS) | 0.0 | $50.000000 | 20.00 | 2.50 |
|
|
| Rigetti Computing Common Stock (RGTI) | 0.0 | $47.000100 | 3.00 | 15.67 |
|
|
| American Battery Technology Com New (ABAT) | 0.0 | $44.000000 | 20.00 | 2.20 |
|
|
| Xcf Global Com Cl A (SAFX) | 0.0 | $43.000000 | 125.00 | 0.34 |
|
|
| Fluence Energy Com Cl A (FLNC) | 0.0 | $38.000000 | 5.00 | 7.60 |
|
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $32.000000 | 1.00 | 32.00 |
|
Past Filings by Essential Investment Partners
SEC 13F filings are viewable for Essential Investment Partners going back to 2026
- Essential Investment Partners 2026 Q3 filed Oct. 27, 2026