FineMark National Bank & Trust

Latest statistics and disclosures from FineMark National Bank & Trust's latest quarterly 13F-HR filing:

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Portfolio Holdings for FineMark National Bank & Trust

FineMark National Bank & Trust holds 438 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Parcel Service CL B (UPS) 7.6 $217M 1.7M 126.10
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.8 $167M 285k 586.08
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Apple (AAPL) 5.0 $144M 577k 250.42
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Ishares Tr Core S&p500 Etf (IVV) 4.6 $132M 224k 588.68
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Microsoft Corporation (MSFT) 2.9 $83M -2% 196k 421.50
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.5 $71M 124k 569.58
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Broadcom (AVGO) 2.3 $66M -2% 284k 231.84
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NVIDIA Corporation (NVDA) 2.1 $60M 445k 134.29
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Ishares Tr Russell 2000 Etf (IWM) 1.8 $53M 238k 220.96
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Alphabet Cap Stk Cl C (GOOG) 1.8 $51M -2% 268k 190.44
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Amazon (AMZN) 1.7 $48M 219k 219.39
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Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $38M 613k 62.31
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JPMorgan Chase & Co. (JPM) 1.2 $36M 149k 239.71
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Home Depot (HD) 1.2 $35M -3% 89k 388.99
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Ishares Tr Msci Eafe Etf (EFA) 1.1 $32M +3% 427k 75.61
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Meta Platforms Cl A (META) 1.1 $32M 54k 585.51
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Mastercard Incorporated Cl A (MA) 1.0 $28M -2% 54k 526.57
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Procter & Gamble Company (PG) 1.0 $28M 165k 167.65
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Honeywell International (HON) 0.9 $27M -2% 119k 225.89
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UnitedHealth (UNH) 0.9 $26M 52k 505.86
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Quanta Services (PWR) 0.9 $25M 80k 316.05
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Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $25M 198k 127.59
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TJX Companies (TJX) 0.9 $25M 204k 120.81
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Ishares Tr Rus 1000 Etf (IWB) 0.8 $23M 73k 322.16
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Wal-Mart Stores (WMT) 0.8 $23M -2% 259k 90.35
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $23M 34.00 680920.00
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Adobe Systems Incorporated (ADBE) 0.8 $23M -3% 51k 444.68
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Blackrock (BLK) 0.8 $23M NEW 22k 1025.11
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Caterpillar (CAT) 0.8 $22M -3% 60k 362.76
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $21M 47k 453.28
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $21M 111k 189.30
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Kkr & Co (KKR) 0.7 $20M 136k 147.91
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Nextera Energy (NEE) 0.7 $20M +10% 275k 71.69
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Raytheon Technologies Corp (RTX) 0.7 $20M 170k 115.72
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Hilton Worldwide Holdings (HLT) 0.7 $20M 79k 247.16
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $19M +17% 38k 511.23
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Trane Technologies SHS (TT) 0.7 $19M -3% 53k 369.35
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Ishares Tr Core S&p Scp Etf (IJR) 0.7 $19M 167k 115.22
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $18M 62k 289.81
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Exxon Mobil Corporation (XOM) 0.6 $18M 167k 107.57
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Accenture Plc Ireland Shs Class A (ACN) 0.6 $18M 51k 351.79
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Morgan Stanley Com New (MS) 0.6 $18M -11% 141k 125.72
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Danaher Corporation (DHR) 0.6 $18M -3% 77k 229.55
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Fiserv (FI) 0.6 $17M 85k 205.42
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $17M +4% 245k 70.00
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $17M 32k 538.81
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Visa Com Cl A (V) 0.6 $17M 54k 316.04
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Oracle Corporation (ORCL) 0.6 $17M -10% 101k 166.64
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Abbvie (ABBV) 0.6 $17M -2% 95k 177.70
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Progressive Corporation (PGR) 0.6 $17M +3% 70k 239.61
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Ge Vernova (GEV) 0.6 $17M -20% 51k 328.93
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $16M 388k 41.82
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Ishares Tr S&p 500 Val Etf (IVE) 0.6 $16M 83k 190.88
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Intercontinental Exchange (ICE) 0.5 $15M -3% 102k 149.01
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Johnson & Johnson (JNJ) 0.5 $15M -3% 105k 144.62
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Cdw (CDW) 0.5 $15M +45% 83k 174.04
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Qualcomm (QCOM) 0.5 $14M +17% 93k 153.62
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Cisco Systems (CSCO) 0.5 $14M 240k 59.20
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Eli Lilly & Co. (LLY) 0.5 $14M 18k 772.00
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Arthur J. Gallagher & Co. (AJG) 0.5 $13M 47k 283.85
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Coca-Cola Company (KO) 0.5 $13M 213k 62.26
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McDonald's Corporation (MCD) 0.4 $13M 44k 289.89
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Merck & Co (MRK) 0.4 $13M -2% 128k 99.48
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Broadridge Financial Solutions (BR) 0.4 $13M 56k 226.09
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Lowe's Companies (LOW) 0.4 $12M 50k 246.80
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Constellation Brands Cl A (STZ) 0.4 $12M 56k 221.00
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Servicenow (NOW) 0.4 $12M +3% 12k 1060.12
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Anthem (ELV) 0.4 $12M -2% 32k 368.90
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EOG Resources (EOG) 0.4 $12M 97k 122.58
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Marvell Technology (MRVL) 0.4 $12M NEW 107k 110.45
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Thermo Fisher Scientific (TMO) 0.4 $12M 23k 520.23
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Lockheed Martin Corporation (LMT) 0.4 $12M -2% 24k 485.96
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Amgen (AMGN) 0.4 $12M 45k 260.64
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Walt Disney Company (DIS) 0.4 $12M 105k 111.35
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Palo Alto Networks (PANW) 0.4 $12M +101% 63k 181.96
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Intuitive Surgical Com New (ISRG) 0.4 $11M 21k 521.96
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Duke Energy Corp Com New (DUK) 0.4 $11M 103k 107.74
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Shell Spon Ads (SHEL) 0.4 $11M 175k 62.65
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Digital Realty Trust (DLR) 0.4 $11M +3% 60k 177.33
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Blackstone Group Inc Com Cl A (BX) 0.4 $11M -21% 62k 172.42
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Icon SHS (ICLR) 0.3 $10M 48k 209.71
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Chart Industries (GTLS) 0.3 $9.7M +3% 51k 190.84
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Union Pacific Corporation (UNP) 0.3 $9.6M -9% 42k 228.04
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $8.6M +12% 85k 101.53
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Northrop Grumman Corporation (NOC) 0.3 $8.0M 17k 469.29
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Pepsi (PEP) 0.3 $8.0M -6% 53k 152.06
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Analog Devices (ADI) 0.3 $7.8M 37k 212.46
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Watsco, Incorporated (WSO) 0.3 $7.8M -2% 16k 473.89
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $7.7M +3% 99k 77.27
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BP Sponsored Adr (BP) 0.3 $7.7M -8% 259k 29.56
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Linde SHS (LIN) 0.3 $7.5M 18k 418.67
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Hess (HES) 0.2 $6.9M 52k 133.01
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Spdr Gold Tr Gold Shs (GLD) 0.2 $6.8M 28k 242.13
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AvalonBay Communities (AVB) 0.2 $6.8M 31k 219.97
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $6.5M 16k 401.58
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Philip Morris International (PM) 0.2 $6.4M 53k 120.35
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Owens Corning (OC) 0.2 $6.4M 38k 170.32
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Quest Diagnostics Incorporated (DGX) 0.2 $6.4M 42k 150.86
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Chevron Corporation (CVX) 0.2 $6.1M 42k 144.84
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Diamondback Energy (FANG) 0.2 $6.1M 37k 163.83
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Houlihan Lokey Cl A (HLI) 0.2 $6.1M -27% 35k 173.66
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $6.0M +3% 8.7k 693.08
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Medtronic SHS (MDT) 0.2 $6.0M -7% 75k 79.88
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Costco Wholesale Corporation (COST) 0.2 $5.8M 6.3k 916.27
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Marsh & McLennan Companies (MMC) 0.2 $5.6M 26k 212.41
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Abbott Laboratories (ABT) 0.2 $5.5M 49k 113.11
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Ishares Gold Tr Ishares New (IAU) 0.2 $5.5M +6% 111k 49.51
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $5.4M 61k 88.40
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Pfizer (PFE) 0.2 $5.2M -7% 197k 26.53
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Starbucks Corporation (SBUX) 0.2 $5.2M -2% 57k 91.25
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Stag Industrial (STAG) 0.2 $5.1M +44% 151k 33.82
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Tesla Motors (TSLA) 0.2 $4.8M +3% 12k 403.84
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Bank of America Corporation (BAC) 0.2 $4.4M +6% 101k 43.95
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Diageo Spon Adr New (DEO) 0.2 $4.4M -12% 34k 127.13
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $4.3M 25k 175.23
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Callaway Golf Company (MODG) 0.1 $4.3M 545k 7.86
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Deere & Company (DE) 0.1 $4.1M 9.7k 423.70
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Emerson Electric (EMR) 0.1 $4.1M 33k 123.93
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American Tower Reit (AMT) 0.1 $4.0M -6% 22k 183.41
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $3.9M +24% 31k 126.75
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Ameriprise Financial (AMP) 0.1 $3.7M 7.0k 532.43
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Exelon Corporation (EXC) 0.1 $3.7M -4% 99k 37.64
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Wells Fargo & Company (WFC) 0.1 $3.6M 51k 70.24
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Applied Materials (AMAT) 0.1 $3.5M 22k 162.63
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $3.4M +24% 43k 78.65
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Alexandria Real Estate Equities (ARE) 0.1 $3.3M -11% 34k 97.55
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Nxp Semiconductors N V (NXPI) 0.1 $3.2M 16k 207.85
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Altria (MO) 0.1 $3.2M 61k 52.29
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $3.2M 24k 132.10
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Capital One Financial (COF) 0.1 $2.9M 17k 178.32
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Mondelez Intl Cl A (MDLZ) 0.1 $2.9M -3% 49k 59.73
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Select Sector Spdr Tr Technology (XLK) 0.1 $2.9M 12k 232.52
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Nike CL B (NKE) 0.1 $2.8M -15% 37k 75.67
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Us Bancorp Del Com New (USB) 0.1 $2.7M -3% 57k 47.83
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American Express Company (AXP) 0.1 $2.6M 8.8k 296.79
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Ishares Tr Select Divid Etf (DVY) 0.1 $2.5M 19k 131.29
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $2.5M +2% 8.7k 287.82
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Canadian Natl Ry (CNI) 0.1 $2.4M -16% 23k 101.51
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Tractor Supply Company (TSCO) 0.1 $2.4M +400% 45k 53.06
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.4M +5% 24k 96.90
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Valero Energy Corporation (VLO) 0.1 $2.4M 19k 122.59
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $2.4M 12k 197.49
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3M Company (MMM) 0.1 $2.3M -5% 18k 129.09
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Verizon Communications (VZ) 0.1 $2.2M -3% 56k 39.99
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $2.1M +11% 16k 129.34
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $2.1M +39% 20k 106.84
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.0M 11k 195.83
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Netflix (NFLX) 0.1 $2.0M +2% 2.3k 891.32
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International Business Machines (IBM) 0.1 $2.0M 9.3k 219.83
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AmerisourceBergen (COR) 0.1 $2.0M 9.0k 224.68
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Bristol Myers Squibb (BMY) 0.1 $2.0M -7% 35k 56.56
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Citigroup Com New (C) 0.1 $2.0M 28k 70.39
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.9M +182% 84k 23.18
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Goldman Sachs (GS) 0.1 $1.9M +4% 3.4k 572.62
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Carrier Global Corporation (CARR) 0.1 $1.8M -3% 27k 68.26
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $1.8M +5% 21k 89.33
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Ishares Msci Emrg Chn (EMXC) 0.1 $1.8M +472% 33k 55.45
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Vanguard Index Fds Growth Etf (VUG) 0.1 $1.8M +14% 4.4k 410.44
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.8M 37k 47.82
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Air Products & Chemicals (APD) 0.1 $1.7M -5% 6.0k 290.04
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Booking Holdings (BKNG) 0.1 $1.7M 341.00 4968.42
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Colgate-Palmolive Company (CL) 0.1 $1.7M +2% 18k 90.91
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.6M 6.9k 240.28
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CSX Corporation (CSX) 0.1 $1.6M 51k 32.27
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Sandy Spring Ban (SASR) 0.1 $1.6M 48k 33.71
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Cbre Group Cl A (CBRE) 0.1 $1.6M 12k 131.29
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $1.6M 51k 30.78
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General Dynamics Corporation (GD) 0.1 $1.6M 5.9k 263.49
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Rio Tinto Sponsored Adr (RIO) 0.1 $1.5M -2% 26k 58.81
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Stryker Corporation (SYK) 0.1 $1.5M 4.2k 360.05
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Kinder Morgan (KMI) 0.1 $1.5M 55k 27.40
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Illinois Tool Works (ITW) 0.1 $1.5M -2% 5.8k 253.56
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Cummins (CMI) 0.1 $1.5M 4.2k 348.60
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $1.4M -7% 20k 70.28
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $1.4M -5% 23k 60.82
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First Financial Ban (FFBC) 0.0 $1.4M 50k 26.88
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Novartis Sponsored Adr (NVS) 0.0 $1.4M -6% 14k 97.31
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Arista Networks Com Shs 0.0 $1.3M NEW 12k 110.53
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $1.3M +3% 44k 30.03
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Travelers Companies (TRV) 0.0 $1.3M 5.5k 240.89
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Ge Aerospace Com New (GE) 0.0 $1.3M 7.8k 166.79
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L3harris Technologies (LHX) 0.0 $1.3M 6.2k 210.28
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Charles Schwab Corporation (SCHW) 0.0 $1.3M 18k 74.01
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $1.3M -5% 25k 51.70
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Select Sector Spdr Tr Energy (XLE) 0.0 $1.3M 15k 85.66
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ConocoPhillips (COP) 0.0 $1.3M +2% 13k 99.17
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Comcast Corp Cl A (CMCSA) 0.0 $1.3M -13% 33k 37.53
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Metropcs Communications (TMUS) 0.0 $1.2M -4% 5.7k 220.73
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Texas Instruments Incorporated (TXN) 0.0 $1.2M -26% 6.6k 187.51
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Ishares Silver Tr Ishares (SLV) 0.0 $1.2M 47k 26.33
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Target Corporation (TGT) 0.0 $1.2M 9.1k 135.18
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PNC Financial Services (PNC) 0.0 $1.2M 6.3k 192.85
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Cme (CME) 0.0 $1.2M +3% 5.2k 232.23
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Vanguard World Inf Tech Etf (VGT) 0.0 $1.2M -2% 1.9k 621.80
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Advanced Micro Devices (AMD) 0.0 $1.2M -6% 9.9k 120.79
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Eaton Corp SHS (ETN) 0.0 $1.2M 3.5k 331.87
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Marathon Petroleum Corp (MPC) 0.0 $1.1M -3% 8.1k 139.50
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Amcor Ord (AMCR) 0.0 $1.1M -9% 119k 9.41
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Boeing Company (BA) 0.0 $1.1M -16% 6.3k 177.00
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $1.1M -8% 4.2k 264.13
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Vanguard Index Fds Value Etf (VTV) 0.0 $1.1M 6.5k 169.30
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $1.1M +168% 49k 22.70
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American Electric Power Company (AEP) 0.0 $1.1M -5% 12k 92.23
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Delta Air Lines Inc Del Com New (DAL) 0.0 $1.1M +2% 18k 60.50
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Hca Holdings (HCA) 0.0 $1.1M 3.6k 300.15
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $1.1M 7.7k 137.57
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Interpublic Group of Companies (IPG) 0.0 $1.1M 38k 28.02
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New Jersey Resources Corporation (NJR) 0.0 $1.0M 22k 46.65
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Dupont De Nemours (DD) 0.0 $1.0M -2% 14k 76.25
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Autodesk (ADSK) 0.0 $998k 3.4k 295.57
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Workday Cl A (WDAY) 0.0 $986k 3.8k 258.03
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Archer Daniels Midland Company (ADM) 0.0 $979k 19k 50.52
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FedEx Corporation (FDX) 0.0 $978k 3.5k 281.33
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Allstate Corporation (ALL) 0.0 $967k +26% 5.0k 192.79
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Sherwin-Williams Company (SHW) 0.0 $959k -4% 2.8k 339.93
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Uber Technologies (UBER) 0.0 $954k 16k 60.32
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Intuit (INTU) 0.0 $948k 1.5k 628.50
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Spdr Ser Tr S&p Homebuild Put Option (XHB) 0.0 $941k 9.0k 104.50
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General Motors Company (GM) 0.0 $909k 17k 53.27
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Paychex (PAYX) 0.0 $907k -4% 6.5k 140.22
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $892k +25% 5.5k 161.77
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Ishares Tr Tips Bd Etf (TIP) 0.0 $890k -18% 8.4k 106.55
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Uscf Etf Tr Midstream Energy (UMI) 0.0 $880k 18k 49.65
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Lyondellbasell Industries N Shs - A - (LYB) 0.0 $878k 12k 74.27
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $854k +198% 31k 27.71
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $841k +74% 46k 18.50
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Cigna Corp (CI) 0.0 $832k 3.0k 276.14
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Corning Incorporated (GLW) 0.0 $832k +23% 18k 47.52
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Norfolk Southern (NSC) 0.0 $831k 3.5k 234.70
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Ishares Core Msci Emkt (IEMG) 0.0 $806k 15k 52.22
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Otis Worldwide Corp (OTIS) 0.0 $801k 8.7k 92.61
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Standard Motor Products (SMP) 0.0 $791k 26k 30.98
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $779k +27% 2.3k 342.16
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $779k -7% 4.7k 164.17
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Dominion Resources (D) 0.0 $776k 14k 53.86
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S&p Global (SPGI) 0.0 $771k -6% 1.5k 498.03
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Harrow Health (HROW) 0.0 $763k 23k 33.55
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Wec Energy Group (WEC) 0.0 $760k -6% 8.1k 94.04
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $759k +184% 2.7k 280.06
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Fastenal Company (FAST) 0.0 $759k -12% 11k 71.91
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PPG Industries (PPG) 0.0 $748k -3% 6.3k 119.45
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Tcg Bdc (CGBD) 0.0 $746k 42k 17.93
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Atlantic Union B (AUB) 0.0 $742k 20k 37.88
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Tidal Trust Iii Rockefeller Glob 0.0 $741k NEW 30k 24.71
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $738k 38k 19.59
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Phillips 66 (PSX) 0.0 $731k -7% 6.4k 113.93
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At&t (T) 0.0 $730k 32k 22.77
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Kla Corp Com New (KLAC) 0.0 $722k 1.1k 630.12
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $720k +29% 4.0k 178.08
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $711k +195% 26k 27.32
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Palantir Technologies Cl A (PLTR) 0.0 $697k -5% 9.2k 75.63
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Apollo Global Mgmt (APO) 0.0 $694k 4.2k 165.16
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Fortune Brands (FBIN) 0.0 $687k 10k 68.33
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Select Sector Spdr Tr Financial (XLF) 0.0 $681k +25% 14k 48.33
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Manulife Finl Corp (MFC) 0.0 $677k 22k 30.71
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Ishares Tr Us Aer Def Etf (ITA) 0.0 $672k NEW 4.6k 145.35
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Public Service Enterprise (PEG) 0.0 $662k 7.8k 84.49
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SYSCO Corporation (SYY) 0.0 $656k 8.6k 76.46
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Wyndham Hotels And Resorts (WH) 0.0 $646k 6.4k 100.79
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Moody's Corporation (MCO) 0.0 $628k 1.3k 473.37
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Xcel Energy (XEL) 0.0 $620k 9.2k 67.52
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $611k 8.1k 75.69
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Williams Companies (WMB) 0.0 $605k -8% 11k 54.12
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Tapestry (TPR) 0.0 $598k 9.2k 65.33
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Chubb (CB) 0.0 $578k -5% 2.1k 276.30
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Ross Stores (ROST) 0.0 $572k 3.8k 151.27
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Dow (DOW) 0.0 $563k 14k 40.13
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $557k 6.1k 90.93
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $548k 2.6k 210.45
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Tidal Trust Iii Rockefeller Us S 0.0 $548k NEW 22k 25.51
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Enterprise Products Partners (EPD) 0.0 $546k 17k 31.36
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Ishares Tr U.s. Finls Etf (IYF) 0.0 $546k 4.9k 110.58
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Evergy (EVRG) 0.0 $544k 8.8k 61.55
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Schlumberger Com Stk (SLB) 0.0 $541k -2% 14k 38.34
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $538k NEW 10k 53.05
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salesforce (CRM) 0.0 $537k +81% 1.6k 334.33
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $526k 14k 37.42
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Bank of New York Mellon Corporation (BK) 0.0 $525k 6.8k 76.83
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $518k 12k 44.04
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TransDigm Group Incorporated (TDG) 0.0 $515k -9% 406.00 1267.28
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Globe Life (GL) 0.0 $510k 4.6k 111.52
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $509k 11k 48.42
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Corteva (CTVA) 0.0 $497k -10% 8.7k 56.96
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Fortinet (FTNT) 0.0 $497k +2% 5.3k 94.48
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $495k 5.1k 96.83
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Neogenomics Com New (NEO) 0.0 $493k 30k 16.48
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Ishares Tr Mbs Etf (MBB) 0.0 $485k -14% 5.3k 91.68
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Consolidated Edison (ED) 0.0 $484k 5.4k 89.23
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Western Alliance Bancorporation (WAL) 0.0 $480k 5.8k 83.54
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Zoetis Cl A (ZTS) 0.0 $478k -17% 2.9k 162.93
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First Ban (FNLC) 0.0 $469k 17k 27.35
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Oneok (OKE) 0.0 $465k +2% 4.6k 100.40
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $450k 2.0k 224.35
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $449k 2.4k 185.13
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O'reilly Automotive (ORLY) 0.0 $446k 376.00 1185.80
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J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.0 $445k 6.3k 70.59
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CVS Caremark Corporation (CVS) 0.0 $443k -25% 9.9k 44.89
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Spdr Ser Tr S&p Biotech (XBI) 0.0 $442k -3% 4.9k 90.06
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Ishares Tr Core Div Grwth (DGRO) 0.0 $436k 7.1k 61.34
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $434k -27% 7.6k 57.41
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Rogers Communications CL B (RCI) 0.0 $430k 14k 30.73
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Aon Shs Cl A (AON) 0.0 $430k 1.2k 359.16
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Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $428k 19k 22.98
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Ingersoll Rand (IR) 0.0 $423k 4.7k 90.46
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Sempra Energy (SRE) 0.0 $422k +9% 4.8k 87.72
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WSFS Financial Corporation (WSFS) 0.0 $421k 7.9k 53.13
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Electronic Arts (EA) 0.0 $421k -2% 2.9k 146.30
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Kraft Heinz (KHC) 0.0 $418k -19% 14k 30.71
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $403k -14% 13k 31.44
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Microchip Technology (MCHP) 0.0 $397k 6.9k 57.35
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Edwards Lifesciences (EW) 0.0 $395k -17% 5.3k 74.03
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First Solar (FSLR) 0.0 $392k 2.2k 176.24
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Markel Corporation (MKL) 0.0 $392k 227.00 1726.23
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Kimberly-Clark Corporation (KMB) 0.0 $392k -6% 3.0k 131.04
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Chipotle Mexican Grill (CMG) 0.0 $389k 6.5k 60.30
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Southern Company (SO) 0.0 $387k 4.7k 82.32
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Toronto Dominion Bk Ont Com New (TD) 0.0 $387k 7.3k 53.24
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $387k +11% 4.4k 88.79
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International Flavors & Fragrances (IFF) 0.0 $386k -2% 4.6k 84.55
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Select Sector Spdr Tr Indl (XLI) 0.0 $382k 2.9k 131.76
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $378k +92% 15k 25.86
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Oge Energy Corp (OGE) 0.0 $376k 9.1k 41.25
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $373k 4.2k 89.08
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Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $371k 11k 35.48
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Gilead Sciences (GILD) 0.0 $371k 4.0k 92.37
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Intel Corporation (INTC) 0.0 $371k 19k 20.05
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Paypal Holdings (PYPL) 0.0 $369k -34% 4.3k 85.35
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McKesson Corporation (MCK) 0.0 $367k 644.00 569.91
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Becton, Dickinson and (BDX) 0.0 $365k -4% 1.6k 226.87
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $360k +17% 5.5k 65.08
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Rockwell Automation (ROK) 0.0 $349k -9% 1.2k 285.79
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $345k +16% 6.0k 57.53
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Carlisle Companies (CSL) 0.0 $341k 925.00 368.84
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Veeva Sys Cl A Com (VEEV) 0.0 $337k 1.6k 210.25
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Hershey Company (HSY) 0.0 $336k 2.0k 169.35
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Packaging Corporation of America (PKG) 0.0 $331k +2% 1.5k 225.13
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Shopify Cl A (SHOP) 0.0 $329k 3.1k 106.33
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Federal Signal Corporation (FSS) 0.0 $327k 3.5k 92.39
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First Horizon National Corporation (FHN) 0.0 $321k 16k 20.14
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Ishares Tr Ishares Biotech (IBB) 0.0 $319k NEW 2.4k 132.21
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Waste Management (WM) 0.0 $319k -15% 1.6k 201.79
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Marriott Intl Cl A (MAR) 0.0 $318k -5% 1.1k 278.94
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Sabine Rty Tr Unit Ben Int (SBR) 0.0 $318k NEW 4.9k 64.81
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Bank Of Montreal Cadcom (BMO) 0.0 $314k -63% 3.2k 97.05
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United Sts Oil Units (USO) 0.0 $310k NEW 4.1k 75.55
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Ishares Tr Msci India Etf (INDA) 0.0 $308k 5.9k 52.64
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Micron Technology (MU) 0.0 $306k +3% 3.6k 84.16
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $305k 5.2k 58.93
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Vertiv Holdings Com Cl A (VRT) 0.0 $300k NEW 2.6k 113.61
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $300k 7.4k 40.34
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Rbc Cad (RY) 0.0 $297k 2.5k 120.51
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Cognizant Technology Solutio Cl A (CTSH) 0.0 $296k 3.8k 76.90
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Roper Industries (ROP) 0.0 $295k -22% 567.00 519.85
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $295k 7.2k 40.67
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Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $293k NEW 4.8k 60.56
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Enbridge (ENB) 0.0 $291k 6.9k 42.43
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Vanguard World Financials Etf (VFH) 0.0 $291k -2% 2.5k 118.07
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Automatic Data Processing (ADP) 0.0 $289k +4% 986.00 292.73
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Ares Capital Corporation (ARCC) 0.0 $283k NEW 13k 21.89
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Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $280k 2.6k 108.24
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American Water Works (AWK) 0.0 $277k 2.2k 124.49
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The Trade Desk Com Cl A (TTD) 0.0 $272k 2.3k 117.53
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Carnival Corp Unit 99/99/9999 (CCL) 0.0 $270k -8% 11k 24.92
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AutoZone (AZO) 0.0 $266k 83.00 3202.00
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $265k -6% 1.4k 189.98
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $264k +2% 9.0k 29.20
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Genuine Parts Company (GPC) 0.0 $264k -15% 2.3k 116.76
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Forestar Group (FOR) 0.0 $263k 10k 25.92
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Cincinnati Financial Corporation (CINF) 0.0 $259k 1.8k 143.70
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $258k +17% 3.3k 78.01
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Ford Motor Company (F) 0.0 $257k -13% 26k 9.90
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Axon Enterprise (AXON) 0.0 $255k NEW 429.00 594.32
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T. Rowe Price (TROW) 0.0 $253k -4% 2.2k 113.09
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CarMax (KMX) 0.0 $253k 3.1k 81.76
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D.R. Horton (DHI) 0.0 $249k -57% 1.8k 139.82
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United Rentals (URI) 0.0 $247k 350.00 704.44
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Verisk Analytics (VRSK) 0.0 $245k 890.00 275.43
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Global Payments (GPN) 0.0 $245k 2.2k 112.06
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Hologic (HOLX) 0.0 $243k 3.4k 72.09
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Fortive (FTV) 0.0 $243k 3.2k 75.00
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HEICO Corporation (HEI) 0.0 $243k -26% 1.0k 237.74
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General Mills (GIS) 0.0 $242k 3.8k 63.77
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MetLife (MET) 0.0 $239k -7% 2.9k 81.88
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Ubs Ag London Branch Etracs Aler Mlp (MLPB) 0.0 $239k 9.5k 25.18
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Avery Dennison Corporation (AVY) 0.0 $236k 1.3k 187.13
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Constellation Energy (CEG) 0.0 $233k +30% 1.0k 223.71
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Synovus Finl Corp Com New (SNV) 0.0 $231k 4.5k 51.23
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Fifth Third Ban (FITB) 0.0 $229k 5.4k 42.28
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Biogen Idec (BIIB) 0.0 $227k -7% 1.5k 152.92
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Dick's Sporting Goods (DKS) 0.0 $227k -9% 991.00 228.84
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Novo-nordisk A S Adr (NVO) 0.0 $224k -48% 2.6k 86.02
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Boston Properties (BXP) 0.0 $223k 3.0k 74.36
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $223k NEW 3.8k 58.35
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Amphenol Corp Cl A (APH) 0.0 $222k NEW 3.2k 69.45
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Cloudflare Cl A Com (NET) 0.0 $220k NEW 2.0k 107.67
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Ryder System (R) 0.0 $220k -6% 1.4k 156.86
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Global X Fds Artificial Etf (AIQ) 0.0 $219k 5.7k 38.64
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Parsons Corporation (PSN) 0.0 $219k NEW 2.4k 92.25
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $216k NEW 852.00 253.75
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $215k 2.8k 77.89
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Yum! Brands (YUM) 0.0 $215k -3% 1.6k 134.16
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Ansys (ANSS) 0.0 $214k 635.00 337.33
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $214k NEW 3.4k 63.45
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Enterin 0.0 $211k NEW 1.00 211365.00
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Invesco Exch Traded Fd Tr Ii S&p Smallcap Ene (PSCE) 0.0 $211k NEW 4.4k 48.40
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W.R. Berkley Corporation (WRB) 0.0 $210k NEW 3.6k 58.52
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Docusign (DOCU) 0.0 $210k NEW 2.3k 89.94
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GSK Sponsored Adr (GSK) 0.0 $206k +4% 6.1k 33.82
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $206k NEW 2.6k 80.27
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Boston Scientific Corporation (BSX) 0.0 $206k NEW 2.3k 89.32
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Ishares Msci Mexico Etf (EWW) 0.0 $205k 4.4k 46.82
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Fidelity National Information Services (FIS) 0.0 $204k -5% 2.5k 80.77
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $203k NEW 4.0k 51.14
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $202k 1.6k 124.96
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Pacific Premier Ban (PPBI) 0.0 $200k 8.0k 24.92
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Starwood Property Trust (STWD) 0.0 $198k 11k 18.95
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LCNB (LCNB) 0.0 $181k 12k 15.13
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Eastern Bankshares (EBC) 0.0 $173k 10k 17.25
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $141k 12k 11.53
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Cyber Enviro Tech 0.0 $116k NEW 506k 0.23
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InfuSystem Holdings (INFU) 0.0 $106k 13k 8.45
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Carter Validus Missioncritical Reit Ii Inccl A 0.0 $82k NEW 19k 4.38
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Cibus Cl A Com Stk (CBUS) 0.0 $57k -49% 21k 2.78
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Eightco Holdings (OCTO) 0.0 $40k 18k 2.19
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Vertical Computer Systems 0.0 $16k NEW 1.0M 0.02
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Seafarer Exploration (SFRX) 0.0 $9.1k NEW 2.4M 0.00
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Ttc Technology Corp equity 0.0 $7.0k NEW 100k 0.07
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5barz International 0.0 $3.5k NEW 34k 0.10
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Cytodin (CYDY) 0.0 $1.6k NEW 15k 0.11
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Healthier Choices Ma (HCMC) 0.0 $0 NEW 233M 0.00
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Revive Therapeutics (RVVTF) 0.0 $61.035500 NEW 10k 0.01
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Eventure Interactive 0.0 $0 NEW 8.0M 0.00
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Applied Minerals 0.0 $6.700000 NEW 67k 0.00
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Egpi Firecreek Com Par $0.001 N 0.0 $0 NEW 1.6M 0.00
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Vapor Group Inc equities (VPOR) 0.0 $0 NEW 60k 0.00
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Myriad Entmt & Resor 0.0 $0 NEW 55k 0.00
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Vintage Wine Estates (VWESQ) 0.0 $0 10k 0.00
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Hero Technologies (HENC) 0.0 $0 NEW 10k 0.00
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Past Filings by FineMark National Bank & Trust

SEC 13F filings are viewable for FineMark National Bank & Trust going back to 2011

View all past filings