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 414 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Parcel Service CL B (UPS) 11.1 $272M 1.7M 157.23
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.6 $137M 289k 475.31
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Apple (AAPL) 4.6 $112M 582k 192.53
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Ishares Tr Core S&p500 Etf (IVV) 4.0 $99M +7% 206k 477.63
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Microsoft Corporation (MSFT) 3.1 $75M 200k 376.04
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.6 $65M 128k 507.38
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Ishares Tr Russell 2000 Etf (IWM) 1.9 $47M 235k 200.71
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Alphabet Cap Stk Cl C (GOOG) 1.6 $38M 271k 140.93
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Broadcom (AVGO) 1.4 $35M 31k 1116.25
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Ishares Tr Core S&p Mcp Etf (IJH) 1.4 $34M -2% 122k 277.15
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Adobe Systems Incorporated (ADBE) 1.3 $32M -9% 53k 596.60
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Home Depot (HD) 1.3 $31M 90k 346.55
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NVIDIA Corporation (NVDA) 1.2 $29M 59k 495.22
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Ishares Tr Msci Eafe Etf (EFA) 1.1 $28M 372k 75.35
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JPMorgan Chase & Co. (JPM) 1.0 $25M 150k 170.10
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Honeywell International (HON) 1.0 $25M 119k 209.71
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Amazon (AMZN) 1.0 $25M +9% 164k 151.94
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Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $24M -10% 212k 111.63
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Mastercard Incorporated Cl A (MA) 1.0 $24M 55k 426.51
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Procter & Gamble Company (PG) 0.9 $23M 154k 146.54
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Caterpillar (CAT) 0.9 $22M 73k 295.67
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $21M 38.00 542625.03
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BlackRock (BLK) 0.8 $21M +6% 25k 811.80
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Meta Platforms Cl A (META) 0.8 $20M 58k 353.96
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TJX Companies (TJX) 0.8 $20M 212k 93.81
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Ishares Tr Rus 1000 Etf (IWB) 0.8 $19M 74k 262.26
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UnitedHealth (UNH) 0.8 $19M 35k 526.47
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Union Pacific Corporation (UNP) 0.7 $18M -2% 73k 245.62
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McDonald's Corporation (MCD) 0.7 $18M 60k 296.51
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Ishares Tr Core S&p Scp Etf (IJR) 0.7 $17M -11% 156k 108.25
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Quanta Services (PWR) 0.7 $17M 78k 215.80
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $16M +30% 117k 139.69
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $16M +2% 45k 356.66
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Cisco Systems (CSCO) 0.6 $16M -11% 309k 50.52
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Johnson & Johnson (JNJ) 0.6 $15M -2% 98k 156.74
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Wal-Mart Stores (WMT) 0.6 $15M 97k 157.65
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Anthem (ELV) 0.6 $15M 32k 471.56
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Raytheon Technologies Corp (RTX) 0.6 $14M -2% 172k 84.14
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Danaher Corporation (DHR) 0.6 $14M 62k 231.34
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Ishares Tr S&p 500 Val Etf (IVE) 0.6 $14M -7% 82k 173.89
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Merck & Co (MRK) 0.6 $14M 131k 109.02
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Nextera Energy (NEE) 0.6 $14M -2% 235k 60.74
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Morgan Stanley Com New (MS) 0.6 $14M +12% 153k 93.25
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $14M +6% 354k 40.21
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Abbvie (ABBV) 0.6 $14M -2% 92k 154.97
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Hilton Worldwide Holdings (HLT) 0.6 $14M +8% 78k 182.09
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Visa Com Cl A (V) 0.6 $14M +20% 53k 260.35
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $14M +2% 221k 62.66
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Intercontinental Exchange (ICE) 0.6 $14M 107k 128.43
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Nike CL B (NKE) 0.6 $14M 127k 108.57
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Oracle Corporation (ORCL) 0.5 $13M +8% 127k 105.43
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Amgen (AMGN) 0.5 $13M 46k 288.02
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Trane Technologies SHS (TT) 0.5 $13M 55k 243.90
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Icon SHS (ICLR) 0.5 $13M 46k 283.07
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Cdw (CDW) 0.5 $13M 56k 227.32
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Deere & Company (DE) 0.5 $13M 32k 399.87
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Coca-Cola Company (KO) 0.5 $12M 208k 58.93
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Shell Spon Ads (SHEL) 0.5 $12M 184k 65.80
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Qualcomm (QCOM) 0.5 $12M 82k 144.63
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Thermo Fisher Scientific (TMO) 0.5 $12M +2% 22k 530.79
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Lockheed Martin Corporation (LMT) 0.5 $12M 25k 453.25
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Eli Lilly & Co. (LLY) 0.5 $12M 20k 582.92
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Lowe's Companies (LOW) 0.5 $12M 52k 222.55
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Accenture Plc Ireland Shs Class A (ACN) 0.5 $11M 32k 350.91
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EOG Resources (EOG) 0.5 $11M +9% 92k 120.95
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Broadridge Financial Solutions (BR) 0.4 $11M 53k 205.75
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Kkr & Co (KKR) 0.4 $11M +12% 131k 82.85
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Blackstone Group Inc Com Cl A (BX) 0.4 $10M 79k 130.92
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Progressive Corporation (PGR) 0.4 $10M +3% 64k 159.28
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Arthur J. Gallagher & Co. (AJG) 0.4 $10M 45k 224.88
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BP Sponsored Adr (BP) 0.4 $10M 282k 35.40
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Constellation Brands Cl A (STZ) 0.4 $9.5M +50% 39k 241.75
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Walt Disney Company (DIS) 0.4 $9.4M -2% 105k 90.29
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Pepsi (PEP) 0.4 $9.2M 54k 169.84
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $9.0M +8% 22k 409.52
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Exxon Mobil Corporation (XOM) 0.4 $8.8M 88k 99.98
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Watsco, Incorporated (WSO) 0.3 $8.5M +2% 20k 428.47
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Analog Devices (ADI) 0.3 $8.5M 43k 198.56
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Air Products & Chemicals (APD) 0.3 $8.3M 30k 273.80
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Intuitive Surgical Com New (ISRG) 0.3 $7.9M +3% 24k 337.36
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Pfizer (PFE) 0.3 $7.8M -6% 272k 28.79
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Hess (HES) 0.3 $7.8M -5% 54k 144.16
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Fiserv (FI) 0.3 $7.7M 58k 132.84
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Northrop Grumman Corporation (NOC) 0.3 $7.4M 16k 468.14
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Servicenow (NOW) 0.3 $7.3M 10k 706.49
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Callaway Golf Company (MODG) 0.3 $7.1M +39% 494k 14.34
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Linde SHS (LIN) 0.3 $6.9M 17k 410.71
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $6.6M +2% 22k 303.17
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Medtronic SHS (MDT) 0.3 $6.5M -10% 79k 82.38
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Chevron Corporation (CVX) 0.3 $6.2M 42k 149.16
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Starbucks Corporation (SBUX) 0.3 $6.2M 64k 96.01
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AvalonBay Communities (AVB) 0.2 $5.9M -3% 31k 187.22
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Abbott Laboratories (ABT) 0.2 $5.8M 53k 110.07
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Houlihan Lokey Cl A (HLI) 0.2 $5.7M 48k 119.91
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Pioneer Natural Resources (PXD) 0.2 $5.7M 25k 224.88
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $5.7M -3% 74k 77.02
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Quest Diagnostics Incorporated (DGX) 0.2 $5.7M -2% 41k 137.88
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $5.6M -6% 24k 237.22
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $5.6M 7.4k 756.92
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Owens Corning (OC) 0.2 $5.5M 37k 148.23
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $5.3M 69k 77.73
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $5.2M +10% 69k 75.10
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Duke Energy Corp Com New (DUK) 0.2 $5.0M -16% 52k 97.04
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Envista Hldgs Corp (NVST) 0.2 $5.0M -6% 208k 24.06
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Marsh & McLennan Companies (MMC) 0.2 $4.8M +54% 25k 189.47
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American Tower Reit (AMT) 0.2 $4.7M -5% 22k 215.88
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Dick's Sporting Goods (DKS) 0.2 $4.6M -2% 31k 146.95
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Apa Corporation (APA) 0.2 $4.5M 126k 35.88
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Chart Industries (GTLS) 0.2 $4.5M NEW 33k 136.33
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Spdr Gold Tr Gold Shs (GLD) 0.2 $4.1M 22k 191.17
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Darden Restaurants (DRI) 0.2 $4.1M 25k 164.30
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Ishares Gold Tr Ishares New (IAU) 0.2 $4.0M 103k 39.03
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Stag Industrial (STAG) 0.2 $3.9M -4% 100k 39.26
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Costco Wholesale Corporation (COST) 0.2 $3.9M +11% 6.0k 660.08
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International Flavors & Fragrances (IFF) 0.2 $3.9M -12% 48k 80.97
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Comcast Corp Cl A (CMCSA) 0.2 $3.8M +19% 87k 43.85
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $3.7M +12% 8.6k 436.80
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Applied Materials (AMAT) 0.2 $3.7M 23k 162.07
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $3.6M -9% 23k 157.80
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Nxp Semiconductors N V (NXPI) 0.1 $3.6M 16k 229.68
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Diageo Spon Adr New (DEO) 0.1 $3.6M -8% 24k 145.66
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Exelon Corporation (EXC) 0.1 $3.5M -5% 97k 35.90
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Bank of America Corporation (BAC) 0.1 $3.2M +75% 94k 33.67
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Philip Morris International (PM) 0.1 $3.1M 33k 94.08
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Emerson Electric (EMR) 0.1 $3.1M 32k 97.33
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $3.1M 25k 124.97
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Mondelez Intl Cl A (MDLZ) 0.1 $3.0M -5% 41k 72.43
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Tesla Motors (TSLA) 0.1 $2.9M -26% 12k 248.48
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Ameriprise Financial (AMP) 0.1 $2.7M 7.0k 379.83
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Us Bancorp Del Com New (USB) 0.1 $2.6M -2% 60k 43.28
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $2.6M -4% 25k 104.46
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Verizon Communications (VZ) 0.1 $2.6M -8% 68k 37.70
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Valero Energy Corporation (VLO) 0.1 $2.6M 20k 130.00
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Alexandria Real Estate Equities (ARE) 0.1 $2.5M -8% 20k 126.77
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Select Sector Spdr Tr Technology (XLK) 0.1 $2.5M 13k 192.48
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salesforce (CRM) 0.1 $2.4M +215% 9.1k 263.14
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Wells Fargo & Company (WFC) 0.1 $2.2M +263% 45k 49.22
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Bristol Myers Squibb (BMY) 0.1 $2.2M -17% 44k 51.31
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3M Company (MMM) 0.1 $2.2M -5% 20k 109.32
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Ishares Tr Select Divid Etf (DVY) 0.1 $2.2M 19k 117.22
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Texas Instruments Incorporated (TXN) 0.1 $2.2M -31% 13k 170.46
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Capital One Financial (COF) 0.1 $2.2M NEW 17k 131.12
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Interpublic Group of Companies (IPG) 0.1 $2.1M +39% 66k 32.64
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Charles Schwab Corporation (SCHW) 0.1 $2.1M +174% 31k 68.80
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Boeing Company (BA) 0.1 $2.1M +6% 8.1k 260.66
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Rio Tinto Sponsored Adr (RIO) 0.1 $2.0M 28k 74.46
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.9M -10% 11k 170.40
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Tractor Supply Company (TSCO) 0.1 $1.9M -3% 8.8k 215.03
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General Motors Company (GM) 0.1 $1.9M +697% 52k 35.92
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AmerisourceBergen (COR) 0.1 $1.8M 9.0k 205.38
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Lyondellbasell Industries N Shs - A - (LYB) 0.1 $1.8M 19k 95.08
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Netflix (NFLX) 0.1 $1.7M +35% 3.6k 486.88
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.7M 8.0k 213.33
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.7M +96% 6.8k 252.22
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ConocoPhillips (COP) 0.1 $1.7M 15k 116.07
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CVS Caremark Corporation (CVS) 0.1 $1.7M +2% 22k 78.96
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L3harris Technologies (LHX) 0.1 $1.7M -17% 7.9k 210.62
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Carrier Global Corporation (CARR) 0.1 $1.7M 29k 57.45
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Eaton Corp SHS (ETN) 0.1 $1.7M 6.9k 240.82
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International Business Machines (IBM) 0.1 $1.6M +6% 10k 163.55
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Advanced Micro Devices (AMD) 0.1 $1.6M -2% 11k 147.41
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Palo Alto Networks (PANW) 0.1 $1.6M +9% 5.6k 294.88
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.6M -26% 16k 99.25
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Cummins (CMI) 0.1 $1.6M -83% 6.6k 239.57
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Citigroup Com New (C) 0.1 $1.6M +106% 31k 51.44
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Liberty Broadband Corp Com Ser C (LBRDK) 0.1 $1.6M NEW 19k 80.59
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $1.5M -4% 29k 53.18
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.5M -5% 27k 56.40
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.5M 15k 104.00
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.5M +36% 20k 77.39
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Ishares Tr Tips Bd Etf (TIP) 0.1 $1.5M -8% 14k 107.49
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Colgate-Palmolive Company (CL) 0.1 $1.5M -3% 19k 79.71
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American Express Company (AXP) 0.1 $1.5M 7.9k 187.34
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Novartis Sponsored Adr (NVS) 0.1 $1.5M -3% 15k 100.97
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Arista Networks (ANET) 0.1 $1.5M 6.2k 235.51
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Altria (MO) 0.1 $1.4M +4% 36k 40.34
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General Dynamics Corporation (GD) 0.1 $1.4M -2% 5.5k 259.67
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.4M +7% 20k 70.35
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Archer Daniels Midland Company (ADM) 0.1 $1.4M 19k 72.22
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $1.4M +2% 17k 81.10
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.4M -5% 27k 51.27
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.4M -34% 29k 47.90
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Illinois Tool Works (ITW) 0.1 $1.3M +2% 5.0k 261.94
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Dupont De Nemours (DD) 0.1 $1.3M -4% 17k 76.93
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Amcor Ord (AMCR) 0.1 $1.3M 131k 9.64
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Marathon Petroleum Corp (MPC) 0.1 $1.3M 8.5k 148.36
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Stryker Corporation (SYK) 0.1 $1.2M 4.1k 299.46
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Goldman Sachs (GS) 0.0 $1.2M +3% 3.1k 385.77
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Booking Holdings (BKNG) 0.0 $1.2M NEW 339.00 3547.22
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Sandy Spring Ban (SASR) 0.0 $1.2M 43k 27.24
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Workday Cl A (WDAY) 0.0 $1.2M NEW 4.2k 276.06
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Cme (CME) 0.0 $1.2M 5.5k 210.60
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Ishares Silver Tr Ishares (SLV) 0.0 $1.2M -5% 53k 21.78
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $1.1M NEW 39k 29.12
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Uber Technologies (UBER) 0.0 $1.1M -5% 18k 61.57
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Target Corporation (TGT) 0.0 $1.1M -9% 7.9k 142.42
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $1.1M +14% 7.2k 155.33
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American Electric Power Company (AEP) 0.0 $1.1M -2% 14k 81.22
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Delta Air Lines Inc Del Com New (DAL) 0.0 $1.1M 26k 40.23
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PNC Financial Services (PNC) 0.0 $1.1M -2% 6.8k 154.85
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Fastenal Company (FAST) 0.0 $1.0M 16k 64.77
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $1.0M +18% 8.8k 116.29
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Standard Motor Products (SMP) 0.0 $1.0M 26k 39.81
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Cbre Group Cl A (CBRE) 0.0 $1.0M NEW 11k 93.09
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PPG Industries (PPG) 0.0 $1.0M 6.7k 149.55
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Kinder Morgan (KMI) 0.0 $1.0M -5% 57k 17.64
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New Jersey Resources Corporation (NJR) 0.0 $999k 22k 44.58
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Cigna Corp (CI) 0.0 $999k 3.3k 299.45
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Sherwin-Williams Company (SHW) 0.0 $998k -4% 3.2k 311.90
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American Eagle Outfitters (AEO) 0.0 $985k 47k 21.16
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Phillips 66 (PSX) 0.0 $975k 7.3k 133.14
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Hca Holdings (HCA) 0.0 $973k NEW 3.6k 270.68
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FedEx Corporation (FDX) 0.0 $927k +12% 3.7k 252.97
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Metropcs Communications (TMUS) 0.0 $907k -9% 5.7k 160.33
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $894k +4% 24k 36.96
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $880k -9% 8.0k 110.66
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $870k 6.4k 136.38
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General Electric Com New (GE) 0.0 $860k -2% 6.7k 127.63
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Select Sector Spdr Tr Energy (XLE) 0.0 $852k -52% 10k 83.84
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Autodesk (ADSK) 0.0 $843k -5% 3.5k 243.48
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Paychex (PAYX) 0.0 $841k 7.1k 119.11
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Otis Worldwide Corp (OTIS) 0.0 $829k 9.3k 89.47
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Travelers Companies (TRV) 0.0 $822k 4.3k 190.49
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $818k -12% 26k 31.19
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Intuit (INTU) 0.0 $803k -6% 1.3k 625.03
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Manulife Finl Corp (MFC) 0.0 $769k 35k 22.10
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Fortune Brands (FBIN) 0.0 $765k 10k 76.14
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At&t (T) 0.0 $764k -28% 46k 16.78
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Wec Energy Group (WEC) 0.0 $757k 9.0k 84.17
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $753k -3% 3.2k 232.64
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Allstate Corporation (ALL) 0.0 $745k 5.3k 139.98
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Kla Corp Com New (KLAC) 0.0 $737k +3% 1.3k 581.30
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Norfolk Southern (NSC) 0.0 $728k -2% 3.1k 236.38
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $726k -31% 18k 41.10
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Schlumberger Com Stk (SLB) 0.0 $720k +4% 14k 52.04
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Atlantic Union B (AUB) 0.0 $716k 20k 36.54
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Novo-nordisk A S Adr (NVO) 0.0 $700k +4% 6.8k 103.45
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Dover Corporation (DOV) 0.0 $687k 4.5k 153.81
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S&p Global (SPGI) 0.0 $677k 1.5k 440.52
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Microchip Technology (MCHP) 0.0 $675k 7.5k 90.18
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Intel Corporation (INTC) 0.0 $670k -2% 13k 50.25
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Lithia Motors (LAD) 0.0 $660k NEW 2.0k 329.28
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Rogers Communications CL B (RCI) 0.0 $655k 14k 46.81
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $647k -20% 7.3k 88.36
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $644k 8.6k 75.32
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Ishares Tr Mbs Etf (MBB) 0.0 $643k -14% 6.8k 94.08
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Super Micro Computer (SMCI) 0.0 $632k -35% 2.2k 284.26
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SYSCO Corporation (SYY) 0.0 $631k 8.6k 73.13
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Corning Incorporated (GLW) 0.0 $629k 21k 30.45
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Tcg Bdc (CGBD) 0.0 $623k +3% 42k 14.96
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D.R. Horton (DHI) 0.0 $615k 4.0k 151.98
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Vanguard Index Fds Growth Etf (VUG) 0.0 $614k -24% 2.0k 310.88
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $612k 11k 55.67
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $607k 11k 56.14
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Chubb (CB) 0.0 $601k +6% 2.7k 226.00
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Vanguard Index Fds Value Etf (VTV) 0.0 $599k -4% 4.0k 149.50
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Becton, Dickinson and (BDX) 0.0 $595k -9% 2.4k 243.83
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $590k NEW 6.1k 96.85
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Dow (DOW) 0.0 $589k 11k 54.84
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Devon Energy Corporation (DVN) 0.0 $573k -11% 13k 45.30
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Zoetis Cl A (ZTS) 0.0 $570k 2.9k 197.37
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $569k -20% 3.5k 164.42
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $568k -2% 7.3k 78.03
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Xcel Energy (XEL) 0.0 $566k 9.1k 61.91
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Edwards Lifesciences (EW) 0.0 $563k +2% 7.4k 76.25
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O'reilly Automotive (ORLY) 0.0 $560k 589.00 950.08
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Paypal Holdings (PYPL) 0.0 $558k -6% 9.1k 61.41
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Globe Life (GL) 0.0 $556k 4.6k 121.72
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Capri Holdings SHS (CPRI) 0.0 $540k 11k 50.24
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $540k 1.1k 484.00
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CSX Corporation (CSX) 0.0 $535k 15k 34.67
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Ishares Core Msci Emkt (IEMG) 0.0 $532k -38% 11k 50.58
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $531k 6.7k 79.22
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Consolidated Edison (ED) 0.0 $527k 5.8k 90.97
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Select Sector Spdr Tr Financial (XLF) 0.0 $525k -10% 14k 37.60
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Public Service Enterprise (PEG) 0.0 $518k -4% 8.5k 61.15
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $517k +11% 37k 13.80
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Wyndham Hotels And Resorts (WH) 0.0 $516k 6.4k 80.41
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Enterprise Products Partners (EPD) 0.0 $514k +6% 20k 26.35
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $504k 11k 47.49
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Ross Stores (ROST) 0.0 $496k 3.6k 138.39
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Moody's Corporation (MCO) 0.0 $496k 1.3k 390.56
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Waste Management (WM) 0.0 $492k +3% 2.7k 179.10
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Neogenomics Com New (NEO) 0.0 $486k 30k 16.18
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First Ban (FNLC) 0.0 $484k 17k 28.22
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Arcbest (ARCB) 0.0 $483k 4.0k 120.21
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Howard Hughes Holdings (HHH) 0.0 $471k NEW 5.5k 85.55
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Dominion Resources (D) 0.0 $466k -5% 9.9k 47.00
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Toronto Dominion Bk Ont Com New (TD) 0.0 $441k -25% 6.8k 64.62
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Spdr Ser Tr S&p Biotech (XBI) 0.0 $435k 4.9k 89.29
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Airbnb Com Cl A (ABNB) 0.0 $435k 3.2k 136.14
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Western Alliance Bancorporation (WAL) 0.0 $428k 6.5k 65.79
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Gilead Sciences (GILD) 0.0 $426k -6% 5.3k 81.01
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TransDigm Group Incorporated (TDG) 0.0 $415k -2% 410.00 1011.60
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Eversource Energy (ES) 0.0 $414k 6.7k 61.72
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $411k -12% 1.6k 255.32
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First Solar (FSLR) 0.0 $409k 2.4k 172.28
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J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.0 $404k 6.3k 64.12
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $398k +4% 2.2k 178.81
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Yum! Brands (YUM) 0.0 $398k 3.0k 130.66
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Markel Corporation (MKL) 0.0 $385k +12% 271.00 1419.90
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Carlisle Companies (CSL) 0.0 $383k 1.2k 312.43
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Acv Auctions Com Cl A (ACVA) 0.0 $381k NEW 25k 15.15
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Corteva (CTVA) 0.0 $380k -9% 7.9k 47.92
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Evergy (EVRG) 0.0 $376k -15% 7.2k 52.20
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Ford Motor Company (F) 0.0 $376k -23% 31k 12.19
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Apollo Global Mgmt (APO) 0.0 $375k 4.0k 93.19
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Southern Company (SO) 0.0 $371k +3% 5.3k 70.12
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $370k +8% 4.9k 76.13
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Ingersoll Rand (IR) 0.0 $368k 4.8k 77.34
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WSFS Financial Corporation (WSFS) 0.0 $364k 7.9k 45.93
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Genuine Parts Company (GPC) 0.0 $362k -5% 2.6k 138.50
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Lauder Estee Cos Cl A (EL) 0.0 $360k -17% 2.5k 146.25
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Sempra Energy (SRE) 0.0 $357k 4.8k 74.73
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Bank of New York Mellon Corporation (BK) 0.0 $355k 6.8k 52.05
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Hershey Company (HSY) 0.0 $352k 1.9k 186.44
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $351k 2.1k 165.25
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Cognizant Technology Solutio Cl A (CTSH) 0.0 $342k 4.5k 75.53
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Forestar Group (FOR) 0.0 $335k 10k 33.07
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Electronic Arts (EA) 0.0 $335k -6% 2.4k 136.81
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Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $331k 5.0k 66.38
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American Water Works (AWK) 0.0 $330k +5% 2.5k 131.99
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McKesson Corporation (MCK) 0.0 $329k +16% 710.00 462.98
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Veeva Sys Cl A Com (VEEV) 0.0 $328k -17% 1.7k 192.52
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Lam Research Corporation (LRCX) 0.0 $327k -14% 417.00 783.26
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $326k NEW 12k 27.05
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Cibus Cl A Com Stk (CBUS) 0.0 $324k 17k 19.64
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Avery Dennison Corporation (AVY) 0.0 $315k 1.6k 202.16
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Oge Energy Corp (OGE) 0.0 $310k 8.9k 34.93
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IDEXX Laboratories (IDXX) 0.0 $309k -28% 556.00 555.05
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Occidental Petroleum Corporation (OXY) 0.0 $303k 5.1k 59.71
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Fortinet (FTNT) 0.0 $300k 5.1k 58.53
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Ishares Msci Mexico Etf (EWW) 0.0 $298k 4.4k 67.85
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Micron Technology (MU) 0.0 $297k 3.5k 85.34
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Veralto Corp Com Shs (VLTO) 0.0 $297k NEW 3.6k 82.26
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Automatic Data Processing (ADP) 0.0 $294k -7% 1.3k 232.97
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Roper Industries (ROP) 0.0 $293k -2% 537.00 545.17
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Biogen Idec (BIIB) 0.0 $288k -10% 1.1k 258.77
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Ishares Tr Msci India Etf (INDA) 0.0 $284k +3% 5.8k 48.81
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First Horizon National Corporation (FHN) 0.0 $282k -2% 20k 14.16
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $280k 1.3k 219.57
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Ansys (ANSS) 0.0 $279k +4% 769.00 362.88
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Rockwell Automation (ROK) 0.0 $278k +5% 894.00 310.48
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Global Payments (GPN) 0.0 $277k 2.2k 127.00
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $275k NEW 4.1k 66.49
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Welltower Inc Com reit (WELL) 0.0 $272k +4% 3.0k 90.17
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Marriott Intl Cl A (MAR) 0.0 $272k +9% 1.2k 225.51
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Snowflake Cl A (SNOW) 0.0 $272k 1.4k 199.00
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Federal Signal Corporation (FSS) 0.0 $271k 3.5k 76.74
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Baxter International (BAX) 0.0 $271k -6% 7.0k 38.66
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Hologic (HOLX) 0.0 $270k 3.8k 71.45
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AFLAC Incorporated (AFL) 0.0 $267k -12% 3.2k 82.50
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Albemarle Corporation (ALB) 0.0 $265k 1.8k 144.45
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Fortive (FTV) 0.0 $264k 3.6k 73.63
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $262k 7.4k 35.20
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General Mills