Excelsior Advisor Network
Latest statistics and disclosures from Xcelsior Advisor Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FFIN, AAPL, NVDA, MSFT, FVD, and represent 15.34% of Xcelsior Advisor Partners's stock portfolio.
- Added to shares of these 10 stocks: FFIN (+$26M), FVD (+$18M), AAPL (+$14M), MSFT (+$14M), NVDA (+$12M), TRGP (+$10M), WFC (+$9.4M), AMZN (+$9.4M), ABBV (+$8.9M), IOVA (+$7.4M).
- Started 230 new stock positions in CRWD, ARCC, GRID, SN, GPIQ, SGOV, DIS, SOXX, PLD, TDG.
- Reduced shares in these 10 stocks: VONG, WDC, Honeywell International, BIV, , VDE, VWO, VV, ESPR, BNDX.
- Sold out of its positions in ESPR, Honeywell International, KTOS.
- Xcelsior Advisor Partners was a net buyer of stock by $483M.
- Xcelsior Advisor Partners has $759M in assets under management (AUM), dropping by 188.87%.
- Central Index Key (CIK): 0002110679
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Portfolio Holdings for Xcelsior Advisor Partners
Xcelsior Advisor Partners holds 452 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| First Financial Bankshares (FFIN) | 4.4 | $34M | +314% | 972k | 34.60 |
|
| Apple (AAPL) | 3.0 | $23M | +167% | 79k | 289.36 |
|
| NVIDIA Corporation (NVDA) | 2.8 | $21M | +135% | 107k | 200.09 |
|
| Microsoft Corporation (MSFT) | 2.7 | $21M | +210% | 55k | 373.02 |
|
| First Tr Exchange-traded SHS (FVD) | 2.4 | $18M | NEW | 375k | 48.18 |
|
| Amazon (AMZN) | 2.0 | $15M | +169% | 63k | 238.34 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.8 | $14M | 190k | 71.25 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 1.4 | $10M | +91% | 137k | 75.51 |
|
| Targa Res Corp (TRGP) | 1.4 | $10M | NEW | 38k | 268.14 |
|
| Abbvie (ABBV) | 1.3 | $10M | +754% | 40k | 251.64 |
|
| Wells Fargo & Company (WFC) | 1.3 | $9.8M | +2497% | 118k | 82.64 |
|
| Exxon Mobil Corporation (XOM) | 1.3 | $9.6M | +120% | 70k | 136.72 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $9.0M | +32% | 12k | 746.77 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $8.8M | +195% | 25k | 357.37 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.1 | $8.6M | +49% | 37k | 236.62 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.1 | $8.5M | +15% | 39k | 217.93 |
|
| Johnson & Johnson (JNJ) | 1.1 | $8.5M | +432% | 34k | 253.97 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $8.0M | +187% | 6.7k | 1199.40 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $8.0M | +17% | 251k | 31.71 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.0 | $7.9M | +783% | 413k | 19.12 |
|
| Meta Platforms Cl A (META) | 1.0 | $7.8M | +924% | 14k | 563.30 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $7.7M | +308% | 95k | 80.57 |
|
| Iovance Biotherapeutics (IOVA) | 1.0 | $7.4M | +12507% | 1.8M | 4.16 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $7.1M | +2% | 24k | 303.12 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.9 | $7.0M | +5% | 29k | 242.42 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $6.6M | +270% | 20k | 327.33 |
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.9 | $6.6M | 149k | 44.36 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $6.6M | +332% | 53k | 124.17 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $6.6M | NEW | 18k | 368.38 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $6.1M | +533% | 12k | 500.39 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.7 | $5.6M | -2% | 16k | 343.90 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.7 | $5.6M | NEW | 69k | 81.06 |
|
| Broadcom (AVGO) | 0.7 | $5.4M | +438% | 14k | 377.75 |
|
| Chevron Corporation (CVX) | 0.7 | $5.4M | +76% | 33k | 165.76 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $5.2M | +354% | 15k | 353.33 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $5.1M | +274% | 5.5k | 935.54 |
|
| Tesla Motors (TSLA) | 0.7 | $5.1M | +380% | 12k | 420.60 |
|
| Enterprise Products Partners (EPD) | 0.6 | $4.7M | NEW | 129k | 36.76 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $4.6M | +556% | 53k | 86.14 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $4.5M | +25% | 78k | 58.20 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.6 | $4.5M | +1225% | 73k | 62.20 |
|
| Wal-Mart Stores (WMT) | 0.6 | $4.5M | +150% | 40k | 113.26 |
|
| Advanced Micro Devices (AMD) | 0.6 | $4.5M | +147% | 7.7k | 580.91 |
|
| Intel Corporation (INTC) | 0.6 | $4.2M | +42% | 30k | 139.63 |
|
| Bristol Myers Squibb (BMY) | 0.5 | $4.0M | +1785% | 70k | 57.62 |
|
| Micron Technology (MU) | 0.5 | $4.0M | +240% | 3.5k | 1154.29 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $3.8M | +217% | 20k | 189.73 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $3.6M | +2% | 23k | 158.03 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $3.6M | 9.8k | 365.87 |
|
|
| Lockheed Martin Corporation (LMT) | 0.5 | $3.5M | +79% | 6.8k | 509.52 |
|
| Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) | 0.5 | $3.5M | +6% | 76k | 45.75 |
|
| Home Depot (HD) | 0.5 | $3.4M | +190% | 9.7k | 352.67 |
|
| First Tr Exchange-traded Cap Strength Etf (FXD) | 0.4 | $3.3M | NEW | 35k | 93.92 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $3.3M | +1178% | 28k | 116.67 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $3.2M | +1058% | 18k | 176.32 |
|
| Cisco Systems (CSCO) | 0.4 | $3.2M | +85% | 27k | 117.46 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.4 | $3.1M | NEW | 72k | 43.50 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.4 | $3.1M | NEW | 72k | 43.14 |
|
| Fastenal Company (FAST) | 0.4 | $3.1M | NEW | 64k | 48.03 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $3.0M | -5% | 51k | 59.69 |
|
| Caterpillar (CAT) | 0.4 | $3.0M | +104% | 2.8k | 1064.90 |
|
| International Business Machines (IBM) | 0.4 | $3.0M | +110% | 11k | 281.20 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $2.8M | +13% | 12k | 242.42 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $2.8M | 18k | 156.95 |
|
|
| Qualcomm (QCOM) | 0.4 | $2.8M | +639% | 15k | 184.80 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $2.8M | +343% | 9.4k | 298.08 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.4 | $2.7M | NEW | 17k | 158.25 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $2.7M | +233% | 5.7k | 477.57 |
|
| Verizon Communications (VZ) | 0.4 | $2.7M | NEW | 65k | 42.34 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $2.7M | +116% | 24k | 110.32 |
|
| Southern Company (SO) | 0.3 | $2.6M | +35% | 27k | 95.71 |
|
| Merck & Co (MRK) | 0.3 | $2.6M | +429% | 20k | 128.50 |
|
| Wec Energy Group (WEC) | 0.3 | $2.6M | +760% | 22k | 116.77 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.3 | $2.5M | NEW | 50k | 50.95 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $2.5M | +37% | 26k | 96.58 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $2.5M | +45% | 5.7k | 433.33 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.3M | +421% | 3.4k | 686.80 |
|
| Procter & Gamble Company (PG) | 0.3 | $2.3M | +455% | 16k | 146.64 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $2.3M | NEW | 30k | 75.45 |
|
| McDonald's Corporation (MCD) | 0.3 | $2.2M | NEW | 8.0k | 270.31 |
|
| Freeport Mcmoran CL B (FCX) | 0.3 | $2.2M | +884% | 34k | 62.89 |
|
| Atmos Energy Corporation (ATO) | 0.3 | $2.2M | +314% | 13k | 172.27 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.3 | $2.2M | NEW | 22k | 98.25 |
|
| Casey's General Stores (CASY) | 0.3 | $2.1M | NEW | 2.7k | 794.87 |
|
| Deere & Company (DE) | 0.3 | $2.1M | +134% | 3.2k | 634.40 |
|
| Bank of America Corporation (BAC) | 0.3 | $2.1M | +22% | 36k | 56.98 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $2.0M | +4% | 40k | 50.58 |
|
| Xpo Logistics Inc equity (XPO) | 0.3 | $2.0M | NEW | 9.8k | 205.29 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $2.0M | +345% | 3.9k | 513.60 |
|
| Palo Alto Networks (PANW) | 0.3 | $2.0M | +75% | 5.8k | 341.02 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $2.0M | +37% | 9.2k | 212.77 |
|
| Visa Com Cl A (V) | 0.3 | $2.0M | +209% | 5.7k | 343.09 |
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.3 | $1.9M | +45% | 92k | 20.78 |
|
| Snap-on Incorporated (SNA) | 0.3 | $1.9M | NEW | 4.7k | 402.42 |
|
| Goldman Sachs (GS) | 0.2 | $1.8M | NEW | 1.8k | 1011.54 |
|
| American Electric Power Company (AEP) | 0.2 | $1.8M | +51% | 13k | 136.81 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.7M | +36% | 2.3k | 736.40 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $1.7M | -3% | 6.8k | 246.21 |
|
| Tg Therapeutics (TGTX) | 0.2 | $1.7M | NEW | 30k | 54.94 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.7M | +80% | 11k | 148.31 |
|
| American Water Works (AWK) | 0.2 | $1.6M | +640% | 13k | 131.59 |
|
| Nextera Energy (NEE) | 0.2 | $1.6M | +15% | 19k | 87.77 |
|
| Corteva (CTVA) | 0.2 | $1.6M | NEW | 19k | 84.69 |
|
| Ge Aerospace Com New (GE) | 0.2 | $1.6M | +338% | 4.3k | 373.73 |
|
| Abbott Laboratories (ABT) | 0.2 | $1.6M | +581% | 18k | 90.74 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.2 | $1.6M | +2% | 36k | 45.34 |
|
| Coca-Cola Company (KO) | 0.2 | $1.6M | NEW | 20k | 81.27 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.6M | 12k | 137.53 |
|
|
| Emerson Electric (EMR) | 0.2 | $1.6M | NEW | 11k | 143.15 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.2 | $1.5M | 42k | 37.26 |
|
|
| Gilead Sciences (GILD) | 0.2 | $1.5M | NEW | 12k | 126.34 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFSV) | 0.2 | $1.5M | 40k | 38.79 |
|
|
| Stryker Corporation (SYK) | 0.2 | $1.5M | NEW | 4.9k | 314.87 |
|
| Entergy Corporation (ETR) | 0.2 | $1.5M | +132% | 13k | 114.85 |
|
| Dimensional Etf Trust Us High Prof Etf (DUHP) | 0.2 | $1.5M | 36k | 41.73 |
|
|
| Monolithic Power Systems (MPWR) | 0.2 | $1.5M | +144% | 1.1k | 1382.36 |
|
| Linde SHS (LIN) | 0.2 | $1.5M | NEW | 2.9k | 518.98 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $1.5M | +16% | 18k | 83.75 |
|
| Ge Vernova (GEV) | 0.2 | $1.5M | +178% | 1.3k | 1175.05 |
|
| Analog Devices (ADI) | 0.2 | $1.5M | +163% | 3.7k | 397.18 |
|
| Dimensional Etf Trust Global Cr Etf (DGCB) | 0.2 | $1.4M | +2% | 26k | 54.67 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.4M | +28% | 15k | 96.43 |
|
| Ecolab (ECL) | 0.2 | $1.4M | NEW | 4.9k | 278.61 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $1.4M | +258% | 3.9k | 344.29 |
|
| Chubb (CB) | 0.2 | $1.3M | +474% | 3.9k | 340.75 |
|
| Eaton Corp SHS (ETN) | 0.2 | $1.3M | NEW | 3.1k | 426.16 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.3M | 5.8k | 227.06 |
|
|
| Boeing Company (BA) | 0.2 | $1.3M | +199% | 6.0k | 216.47 |
|
| Dimensional Etf Trust Glob Co Plus Etf (DFGP) | 0.2 | $1.3M | 24k | 54.46 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.3M | +208% | 10k | 124.44 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $1.3M | -2% | 42k | 30.49 |
|
| Republic Services (RSG) | 0.2 | $1.3M | NEW | 5.9k | 213.08 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.2 | $1.3M | NEW | 7.1k | 176.65 |
|
| Watsco, Incorporated (WSO) | 0.2 | $1.3M | NEW | 3.0k | 416.73 |
|
| Dell Technologies CL C (DELL) | 0.2 | $1.2M | NEW | 2.9k | 431.39 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $1.2M | NEW | 3.3k | 370.59 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $1.2M | -7% | 25k | 48.43 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.2M | NEW | 21k | 57.84 |
|
| Automatic Data Processing (ADP) | 0.2 | $1.2M | NEW | 5.4k | 223.95 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.2M | +697% | 10k | 119.52 |
|
| Walt Disney Company (DIS) | 0.2 | $1.2M | NEW | 12k | 96.25 |
|
| L3harris Technologies (LHX) | 0.2 | $1.2M | +324% | 4.0k | 290.62 |
|
| Cme (CME) | 0.2 | $1.2M | NEW | 5.3k | 220.83 |
|
| Marvell Technology (MRVL) | 0.2 | $1.2M | NEW | 3.9k | 297.89 |
|
| Teradyne (TER) | 0.2 | $1.1M | NEW | 2.4k | 483.94 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $1.1M | -21% | 15k | 76.70 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.1M | +29% | 14k | 79.03 |
|
| EOG Resources (EOG) | 0.1 | $1.1M | NEW | 8.6k | 129.73 |
|
| Spdr Series Trust St Str Sp Aero (XAR) | 0.1 | $1.1M | 3.9k | 283.79 |
|
|
| Sempra Energy (SRE) | 0.1 | $1.1M | +74% | 12k | 92.71 |
|
| Metropcs Communications (TMUS) | 0.1 | $1.1M | NEW | 6.5k | 167.73 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.1M | +414% | 14k | 76.55 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.1M | NEW | 4.7k | 229.59 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.1M | +39% | 13k | 82.84 |
|
| Illinois Tool Works (ITW) | 0.1 | $1.1M | NEW | 4.0k | 270.47 |
|
| Honeywell Aerospace (HONA) | 0.1 | $1.1M | NEW | 4.8k | 221.08 |
|
| Honeywell International (HON) | 0.1 | $1.1M | NEW | 4.7k | 223.90 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $1.0M | NEW | 2.5k | 415.31 |
|
| Pepsi (PEP) | 0.1 | $1.0M | NEW | 7.7k | 135.39 |
|
| salesforce (CRM) | 0.1 | $1.0M | NEW | 6.7k | 156.66 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.0M | +97% | 7.0k | 146.55 |
|
| Dakota Gold Corp (DC) | 0.1 | $1.0M | NEW | 240k | 4.26 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.0M | +236% | 3.7k | 272.02 |
|
| Diamondback Energy (FANG) | 0.1 | $1.0M | NEW | 5.7k | 175.79 |
|
| Rocket Cos Com Cl A (RKT) | 0.1 | $992k | +529% | 63k | 15.75 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $990k | NEW | 11k | 94.57 |
|
| Verisk Analytics (VRSK) | 0.1 | $983k | NEW | 5.5k | 179.53 |
|
| S&p Global (SPGI) | 0.1 | $980k | NEW | 2.4k | 407.31 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $976k | +98% | 1.5k | 656.07 |
|
| Starbucks Corporation (SBUX) | 0.1 | $966k | +253% | 9.4k | 102.19 |
|
| Amgen (AMGN) | 0.1 | $958k | NEW | 2.6k | 362.06 |
|
| Equinix (EQIX) | 0.1 | $952k | NEW | 913.00 | 1042.77 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $945k | +12% | 4.0k | 238.99 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $929k | NEW | 4.9k | 190.50 |
|
| Pfizer (PFE) | 0.1 | $908k | +171% | 38k | 24.08 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $899k | +381% | 9.6k | 93.40 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $891k | NEW | 6.5k | 136.95 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $889k | NEW | 18k | 50.42 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $884k | 9.0k | 98.20 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $877k | +44% | 11k | 77.11 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $873k | NEW | 2.9k | 299.05 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $862k | NEW | 11k | 78.82 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $861k | NEW | 14k | 60.29 |
|
| Cameco Corporation (CCJ) | 0.1 | $857k | NEW | 8.4k | 101.86 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $825k | NEW | 15k | 53.47 |
|
| Astrazeneca Ord (AZN) | 0.1 | $823k | NEW | 4.3k | 189.62 |
|
| Axon Enterprise (AXON) | 0.1 | $808k | +20% | 1.4k | 560.61 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $808k | NEW | 2.0k | 397.68 |
|
| Corning Incorporated (GLW) | 0.1 | $803k | NEW | 3.1k | 255.37 |
|
| McKesson Corporation (MCK) | 0.1 | $793k | NEW | 1.1k | 755.60 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $786k | +105% | 1.1k | 748.76 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $782k | +82% | 393.00 | 1989.44 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $776k | +24% | 15k | 53.61 |
|
| Astera Labs (ALAB) | 0.1 | $776k | NEW | 1.6k | 483.02 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $776k | +124% | 15k | 53.11 |
|
| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 0.1 | $772k | NEW | 13k | 59.31 |
|
| Victory Portfolios Ii Vict Sma Cap Etf (SFLO) | 0.1 | $770k | +2% | 23k | 34.20 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.1 | $769k | -3% | 13k | 57.67 |
|
| Pacer Fds Tr Us Sm Cap Ca Etf (CALF) | 0.1 | $768k | NEW | 15k | 50.61 |
|
| Air Products & Chemicals (APD) | 0.1 | $763k | NEW | 2.6k | 293.18 |
|
| Constellation Energy (CEG) | 0.1 | $759k | +20% | 3.1k | 248.35 |
|
| Cintas Corporation (CTAS) | 0.1 | $752k | NEW | 4.4k | 170.06 |
|
| Cardinal Health (CAH) | 0.1 | $741k | +52% | 3.1k | 237.56 |
|
| Starwood Property Trust (STWD) | 0.1 | $738k | NEW | 45k | 16.38 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $735k | NEW | 6.2k | 117.67 |
|
| Vanguard World Energy Etf (VDE) | 0.1 | $727k | -21% | 4.8k | 150.13 |
|
| Servicenow (NOW) | 0.1 | $724k | NEW | 7.3k | 99.28 |
|
| General Dynamics Corporation (GD) | 0.1 | $723k | +234% | 2.0k | 354.24 |
|
| Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL) | 0.1 | $723k | -2% | 2.7k | 270.67 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $708k | +64% | 1.4k | 501.36 |
|
| Medtronic SHS (MDT) | 0.1 | $708k | NEW | 9.1k | 78.23 |
|
| Citigroup Com New (C) | 0.1 | $708k | +119% | 5.1k | 139.95 |
|
| Steris Shs Usd (STE) | 0.1 | $703k | NEW | 3.3k | 210.60 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $695k | +103% | 34k | 20.37 |
|
| Williams Companies (WMB) | 0.1 | $695k | +92% | 9.3k | 74.34 |
|
| Kinder Morgan (KMI) | 0.1 | $686k | NEW | 22k | 31.97 |
|
| Powell Industries (POWL) | 0.1 | $666k | NEW | 2.3k | 286.40 |
|
| Stanley Black & Decker (SWK) | 0.1 | $660k | NEW | 7.0k | 94.13 |
|
| Vistra Energy (VST) | 0.1 | $657k | +18% | 4.1k | 158.63 |
|
| Thomsoncorp (TRI) | 0.1 | $654k | NEW | 8.0k | 81.67 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $652k | NEW | 7.1k | 91.68 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $644k | +42% | 1.7k | 369.95 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $639k | +2% | 7.2k | 88.54 |
|
| Xcel Energy (XEL) | 0.1 | $635k | +32% | 7.9k | 80.30 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $634k | NEW | 657.00 | 965.68 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $624k | 4.0k | 156.30 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $619k | +72% | 6.5k | 94.93 |
|
| Us Bancorp Com New (USB) | 0.1 | $614k | NEW | 10k | 60.40 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $611k | NEW | 3.0k | 205.02 |
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.1 | $610k | NEW | 27k | 22.64 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $610k | NEW | 6.1k | 100.66 |
|
| MercadoLibre (MELI) | 0.1 | $609k | NEW | 359.00 | 1697.39 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $602k | NEW | 12k | 50.70 |
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $600k | NEW | 12k | 48.66 |
|
| Netflix (NFLX) | 0.1 | $596k | +176% | 8.3k | 71.40 |
|
| Advisors Inner Circle Fd Iii Strategas Macro (SAMT) | 0.1 | $587k | NEW | 12k | 47.73 |
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.1 | $586k | NEW | 42k | 14.13 |
|
| PPL Corporation (PPL) | 0.1 | $586k | +28% | 16k | 36.35 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $585k | NEW | 8.0k | 73.41 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $584k | 15k | 40.13 |
|
|
| Leidos Holdings (LDOS) | 0.1 | $584k | NEW | 5.7k | 102.96 |
|
| Simon Property (SPG) | 0.1 | $583k | NEW | 2.6k | 223.61 |
|
| Northern Trust Corporation (NTRS) | 0.1 | $575k | NEW | 3.3k | 173.84 |
|
| Exelon Corporation (EXC) | 0.1 | $570k | +23% | 12k | 46.62 |
|
| Evergy (EVRG) | 0.1 | $569k | +130% | 6.6k | 86.43 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $558k | 14k | 40.64 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $557k | +115% | 6.1k | 92.09 |
|
| Ameren Corporation (AEE) | 0.1 | $556k | +21% | 4.9k | 113.05 |
|
| Altria (MO) | 0.1 | $553k | +13% | 7.7k | 71.95 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $551k | +93% | 7.2k | 76.29 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.1 | $548k | NEW | 1.5k | 354.57 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $547k | NEW | 5.3k | 103.88 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $544k | +408% | 6.2k | 87.91 |
|
| Waste Management (WM) | 0.1 | $542k | NEW | 2.4k | 222.92 |
|
| Davis Fundamental Etf Tr Selct Intl Etf (DINT) | 0.1 | $536k | 19k | 28.50 |
|
|
| United Therapeutics Corporation (UTHR) | 0.1 | $531k | 979.00 | 541.83 |
|
|
| Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.1 | $530k | 6.0k | 88.65 |
|
|
| Applied Materials (AMAT) | 0.1 | $528k | 730.00 | 723.03 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $527k | NEW | 1.1k | 496.73 |
|
| Steel Dynamics (STLD) | 0.1 | $525k | NEW | 2.3k | 229.46 |
|
| Intuit (INTU) | 0.1 | $521k | NEW | 2.0k | 261.00 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.1 | $521k | 15k | 34.12 |
|
|
| Progressive Corporation (PGR) | 0.1 | $516k | NEW | 2.4k | 218.45 |
|
| Philip Morris International (PM) | 0.1 | $515k | NEW | 2.8k | 180.91 |
|
| Southwest Airlines (LUV) | 0.1 | $512k | +56% | 10k | 51.42 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $507k | 2.6k | 195.73 |
|
|
| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.1 | $504k | NEW | 20k | 25.52 |
|
| First Tr Exchng Traded Fd Vi Ft Ener Inco Etf (EIPI) | 0.1 | $499k | +44% | 23k | 21.84 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $499k | NEW | 3.6k | 137.73 |
|
| Construction Partners Com Cl A (ROAD) | 0.1 | $499k | 4.2k | 118.77 |
|
|
| S&T Ban (STBA) | 0.1 | $494k | NEW | 10k | 49.08 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $494k | NEW | 770.00 | 640.94 |
|
| Morgan Stanley Com New (MS) | 0.1 | $491k | NEW | 2.4k | 209.06 |
|
| CenterPoint Energy (CNP) | 0.1 | $486k | +22% | 11k | 44.04 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $482k | 3.7k | 131.60 |
|
|
| Arista Networks Com Shs (ANET) | 0.1 | $476k | NEW | 2.8k | 169.88 |
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $473k | 1.6k | 287.68 |
|
|
| Avery Dennison Corporation (AVY) | 0.1 | $467k | +54% | 2.9k | 162.34 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $466k | -60% | 3.6k | 127.81 |
|
| Hershey Company (HSY) | 0.1 | $465k | NEW | 2.7k | 175.44 |
|
| NiSource (NI) | 0.1 | $465k | +19% | 9.8k | 47.55 |
|
| Uber Technologies (UBER) | 0.1 | $458k | NEW | 6.3k | 72.16 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $458k | +16% | 4.3k | 107.51 |
|
| Cleanspark Com New (CLSK) | 0.1 | $457k | +19% | 31k | 14.55 |
|
| InterDigital (IDCC) | 0.1 | $454k | NEW | 1.6k | 283.13 |
|
| Oneok (OKE) | 0.1 | $453k | NEW | 5.2k | 86.94 |
|
| CMS Energy Corporation (CMS) | 0.1 | $451k | +11% | 5.9k | 76.50 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $448k | NEW | 5.1k | 87.88 |
|
| Fidelity Natl Finl Com Shs (FNF) | 0.1 | $447k | NEW | 9.5k | 47.16 |
|
| T. Rowe Price (TROW) | 0.1 | $447k | NEW | 3.9k | 113.68 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $444k | NEW | 1.3k | 334.84 |
|
| Zoetis Cl A (ZTS) | 0.1 | $437k | NEW | 6.1k | 71.86 |
|
| Devon Energy Corporation (DVN) | 0.1 | $435k | +108% | 11k | 41.32 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $433k | +24% | 1.2k | 365.73 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $433k | 8.0k | 53.79 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $432k | +29% | 2.6k | 164.27 |
|
| Tractor Supply Company (TSCO) | 0.1 | $431k | NEW | 14k | 31.61 |
|
| United Rentals (URI) | 0.1 | $427k | NEW | 377.00 | 1133.81 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $418k | NEW | 5.2k | 80.38 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $418k | +23% | 3.3k | 126.57 |
|
| TJX Companies (TJX) | 0.1 | $416k | +116% | 2.7k | 151.49 |
|
| Paychex (PAYX) | 0.1 | $409k | NEW | 4.2k | 98.34 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $407k | +36% | 789.00 | 515.23 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $402k | 2.6k | 154.30 |
|
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $401k | NEW | 2.5k | 158.66 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $399k | NEW | 22k | 18.53 |
|
| Yum! Brands (YUM) | 0.1 | $396k | NEW | 2.5k | 159.86 |
|
| Lowe's Companies (LOW) | 0.1 | $393k | NEW | 1.8k | 220.49 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $392k | NEW | 9.2k | 42.68 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $391k | +22% | 1.5k | 252.24 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $391k | NEW | 626.00 | 623.94 |
|
| AmerisourceBergen (COR) | 0.1 | $390k | NEW | 1.4k | 282.91 |
|
| Dominion Resources (D) | 0.1 | $389k | +19% | 5.7k | 68.29 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $388k | +16% | 3.4k | 114.18 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $387k | NEW | 2.3k | 166.67 |
|
| DTE Energy Company (DTE) | 0.1 | $387k | +23% | 2.5k | 152.37 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.1 | $385k | NEW | 5.2k | 73.80 |
|
| Verisign (VRSN) | 0.1 | $380k | NEW | 1.5k | 251.56 |
|
| Dimensional Etf Trust Emerging Mkts Hi (DEHP) | 0.0 | $374k | 8.7k | 42.77 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $373k | NEW | 2.0k | 190.21 |
|
| UnitedHealth (UNH) | 0.0 | $373k | NEW | 896.00 | 415.85 |
|
| Public Service Enterprise (PEG) | 0.0 | $372k | +17% | 4.6k | 81.16 |
|
| Clorox Company (CLX) | 0.0 | $368k | NEW | 3.9k | 95.44 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $366k | NEW | 6.5k | 56.48 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.0 | $365k | NEW | 6.6k | 55.57 |
|
| FedEx Corporation (FDX) | 0.0 | $364k | +74% | 1.2k | 313.13 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $362k | NEW | 3.3k | 109.51 |
|
| ConocoPhillips (COP) | 0.0 | $361k | NEW | 3.5k | 103.96 |
|
| Monster Beverage Corp (MNST) | 0.0 | $361k | NEW | 3.8k | 96.12 |
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.0 | $357k | 8.4k | 42.67 |
|
|
| Murphy Usa (MUSA) | 0.0 | $348k | NEW | 647.00 | 538.49 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $345k | NEW | 3.4k | 100.35 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $343k | NEW | 5.6k | 61.46 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $343k | NEW | 1.9k | 185.26 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $342k | +12% | 2.3k | 146.41 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $339k | +30% | 1.7k | 197.58 |
|
| Incyte Corporation (INCY) | 0.0 | $337k | NEW | 3.0k | 113.36 |
|
| Reliance Steel & Aluminum (RS) | 0.0 | $337k | 902.00 | 373.60 |
|
|
| Iren Ordinary Shares (IREN) | 0.0 | $337k | +21% | 7.4k | 45.73 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $335k | NEW | 3.2k | 103.45 |
|
| Dow (DOW) | 0.0 | $333k | NEW | 12k | 27.36 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $328k | NEW | 6.7k | 48.57 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $327k | NEW | 428.00 | 763.14 |
|
| At&t (T) | 0.0 | $326k | NEW | 16k | 20.70 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $325k | NEW | 3.2k | 101.65 |
|
| Vici Pptys (VICI) | 0.0 | $323k | NEW | 12k | 26.55 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $323k | +21% | 3.5k | 93.37 |
|
| Oge Energy Corp (OGE) | 0.0 | $322k | +14% | 6.6k | 48.66 |
|
| AFLAC Incorporated (AFL) | 0.0 | $321k | 2.7k | 117.25 |
|
|
| Delcath Sys Com New (DCTH) | 0.0 | $319k | NEW | 25k | 12.59 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $319k | NEW | 1.1k | 300.48 |
|
| Paypal Holdings (PYPL) | 0.0 | $317k | NEW | 7.3k | 43.18 |
|
| Western Digital (WDC) | 0.0 | $317k | -65% | 496.00 | 639.15 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $316k | NEW | 8.6k | 36.84 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $316k | NEW | 6.3k | 50.49 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $314k | +25% | 1.0k | 306.30 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.0 | $312k | NEW | 7.2k | 43.30 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $311k | NEW | 2.2k | 141.91 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $308k | NEW | 3.4k | 89.84 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $307k | +79% | 604.00 | 508.99 |
|
| Ultra Clean Holdings (UCTT) | 0.0 | $307k | NEW | 2.2k | 142.59 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $300k | +8% | 1.4k | 211.95 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $296k | +9% | 751.00 | 393.96 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $296k | NEW | 2.0k | 146.11 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $292k | NEW | 3.2k | 90.47 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $290k | +17% | 6.8k | 42.59 |
|
| Brady Corp Cl A (BRC) | 0.0 | $289k | 3.2k | 91.56 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $288k | +2% | 2.7k | 107.00 |
|
| Realty Income (O) | 0.0 | $287k | NEW | 4.6k | 61.96 |
|
| Intercontinental Exchange (ICE) | 0.0 | $286k | NEW | 2.3k | 123.09 |
|
| Blackrock (BLK) | 0.0 | $284k | NEW | 296.00 | 960.23 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPFD) | 0.0 | $281k | NEW | 16k | 17.88 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $281k | NEW | 3.7k | 76.40 |
|
| Nrg Energy Com New (NRG) | 0.0 | $276k | +20% | 1.9k | 146.09 |
|
| American Express Company (AXP) | 0.0 | $274k | +16% | 810.00 | 338.25 |
|
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.0 | $271k | NEW | 6.2k | 44.03 |
|
| 3M Company (MMM) | 0.0 | $270k | NEW | 1.7k | 161.94 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $269k | NEW | 3.2k | 83.06 |
|
| Valero Energy Corporation (VLO) | 0.0 | $269k | +25% | 1.0k | 260.55 |
|
| MDU Resources (MDU) | 0.0 | $268k | +18% | 13k | 21.21 |
|
| Core Natural Resources Com Shs (CNR) | 0.0 | $268k | NEW | 3.3k | 80.03 |
|
| Edwards Lifesciences (EW) | 0.0 | $267k | +5% | 3.0k | 90.46 |
|
| First Tr Exchange-traded SHS (QTEC) | 0.0 | $266k | NEW | 796.00 | 334.69 |
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $266k | NEW | 4.8k | 56.01 |
|
| Ishares Msci Gbl Etf New (PICK) | 0.0 | $264k | NEW | 4.5k | 58.15 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $264k | NEW | 1.0k | 260.36 |
|
| Summit Therapeutics (SMMT) | 0.0 | $262k | NEW | 18k | 14.57 |
|
| Spdr Series Trust St Str Sp Metal (XME) | 0.0 | $260k | NEW | 2.4k | 106.93 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $257k | +8% | 1.6k | 164.60 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $255k | NEW | 14k | 18.57 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $254k | 2.4k | 106.31 |
|
|
| Old Dominion Freight Line (ODFL) | 0.0 | $250k | NEW | 1.2k | 216.59 |
|
| Target Corporation (TGT) | 0.0 | $248k | +2% | 1.9k | 130.58 |
|
| Viking Therapeutics (VKTX) | 0.0 | $247k | NEW | 6.3k | 39.01 |
|
| American Tower Reit (AMT) | 0.0 | $247k | NEW | 1.5k | 163.57 |
|
| Illumina (ILMN) | 0.0 | $246k | NEW | 1.4k | 175.83 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $245k | NEW | 4.7k | 52.42 |
|
| Sharkninja Com Shs (SN) | 0.0 | $244k | NEW | 1.6k | 152.27 |
|
| Prologis (PLD) | 0.0 | $243k | NEW | 1.8k | 135.50 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $242k | NEW | 1.3k | 190.92 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $240k | NEW | 3.6k | 67.24 |
|
| Matson (MATX) | 0.0 | $239k | NEW | 1.2k | 192.17 |
|
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $231k | NEW | 4.6k | 50.03 |
|
| Clear Secure Com Cl A (YOU) | 0.0 | $231k | NEW | 4.1k | 55.74 |
|
| PG&E Corporation (PCG) | 0.0 | $231k | +33% | 14k | 16.82 |
|
| W.W. Grainger (GWW) | 0.0 | $230k | NEW | 169.00 | 1361.32 |
|
| MetLife (MET) | 0.0 | $230k | NEW | 2.7k | 84.61 |
|
| Natera (NTRA) | 0.0 | $228k | NEW | 840.00 | 271.45 |
|
| Capital One Financial (COF) | 0.0 | $228k | NEW | 1.1k | 200.57 |
|
| First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) | 0.0 | $227k | NEW | 5.8k | 39.24 |
|
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.0 | $227k | NEW | 1.2k | 191.68 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $226k | NEW | 1.9k | 117.28 |
|
| Generac Holdings (GNRC) | 0.0 | $226k | NEW | 773.00 | 292.81 |
|
| Dimensional Etf Trust Global Real Est (DFGR) | 0.0 | $224k | 7.7k | 28.97 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $223k | NEW | 2.7k | 82.66 |
|
| Ventas (VTR) | 0.0 | $222k | NEW | 2.5k | 88.80 |
|
| International Paper Company (IP) | 0.0 | $221k | NEW | 5.8k | 38.10 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $221k | NEW | 864.00 | 255.67 |
|
| Rockwell Automation (ROK) | 0.0 | $219k | NEW | 442.00 | 495.08 |
|
| Danaher Corporation (DHR) | 0.0 | $219k | NEW | 1.1k | 190.48 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $218k | NEW | 2.8k | 77.88 |
|
| Cal Maine Foods Com New (CALM) | 0.0 | $218k | NEW | 2.7k | 80.56 |
|
| Rxo Common Stock (RXO) | 0.0 | $218k | NEW | 7.9k | 27.59 |
|
| Fortis (FTS) | 0.0 | $215k | NEW | 3.8k | 57.24 |
|
| Prudential Financial (PRU) | 0.0 | $214k | NEW | 2.0k | 107.94 |
|
| Digital Realty Trust (DLR) | 0.0 | $212k | 1.2k | 179.57 |
|
|
| Electronic Arts (EA) | 0.0 | $212k | 1.0k | 205.04 |
|
|
| Match Group (MTCH) | 0.0 | $212k | NEW | 5.6k | 38.05 |
|
| Kla Corp Com New (KLAC) | 0.0 | $211k | NEW | 700.00 | 301.75 |
|
| Papa John's Int'l (PZZA) | 0.0 | $210k | -12% | 5.7k | 36.77 |
|
| Expedia Group Com New (EXPE) | 0.0 | $210k | NEW | 819.00 | 255.90 |
|
| Microchip Technology (MCHP) | 0.0 | $208k | NEW | 2.3k | 91.19 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $207k | +2% | 4.6k | 44.85 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $207k | NEW | 155.00 | 1334.81 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $206k | 12k | 17.88 |
|
|
| Penske Automotive (PAG) | 0.0 | $204k | NEW | 1.1k | 178.96 |
|
| PNC Financial Services (PNC) | 0.0 | $204k | NEW | 829.00 | 246.22 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $204k | NEW | 2.2k | 90.61 |
|
| Norfolk Southern (NSC) | 0.0 | $203k | NEW | 646.00 | 314.59 |
|
| Amentum Holdings (AMTM) | 0.0 | $202k | NEW | 9.8k | 20.67 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $202k | NEW | 4.1k | 49.28 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $201k | NEW | 2.1k | 95.61 |
|
| West Pharmaceutical Services (WST) | 0.0 | $201k | NEW | 559.00 | 359.00 |
|
| Allogene Therapeutics (ALLO) | 0.0 | $200k | NEW | 96k | 2.08 |
|
| Ford Motor Company (F) | 0.0 | $182k | +10% | 13k | 13.90 |
|
| Heron Therapeutics (HRTX) | 0.0 | $173k | +42% | 406k | 0.43 |
|
| Jumia Technologies Sponsored Ads (JMIA) | 0.0 | $92k | NEW | 13k | 7.05 |
|
| Neogen Corporation (NEOG) | 0.0 | $90k | 10k | 8.99 |
|
|
| Hive Digital Technologies Lt Com New (HIVE) | 0.0 | $46k | NEW | 13k | 3.64 |
|
| Altimmune Com New (ALT) | 0.0 | $40k | NEW | 13k | 3.04 |
|
| Loandepot Com Cl A (LDI) | 0.0 | $39k | NEW | 31k | 1.25 |
|
| Uwm Holdings Corporation Com Cl A (UWMC) | 0.0 | $35k | NEW | 15k | 2.29 |
|
Past Filings by Xcelsior Advisor Partners
SEC 13F filings are viewable for Xcelsior Advisor Partners going back to 2026
- Xcelsior Advisor Partners 2026 Q2 filed Aug. 14, 2026
- Excelsior Advisor Network 2026 Q1 filed May 15, 2026