Grimes & Company

Latest statistics and disclosures from Grimes & Company's latest quarterly 13F-HR filing:

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Portfolio Holdings for Grimes & Company

Grimes & Company holds 380 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
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 6.0 $206M +3% 9.8M 21.07
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Spdr Ser Tr Bloomberg Sht Te (SJNK) 5.7 $198M +5% 7.8M 25.25
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 5.7 $198M +5% 4.6M 42.61
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Vanguard Index Fds Small Cp Etf (VB) 4.9 $169M +4% 702k 240.28
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Ishares Core Msci Emkt (IEMG) 4.3 $148M +2% 2.8M 52.22
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Ishares Tr Core S&p500 Etf (IVV) 4.1 $142M 240k 588.68
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John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 3.4 $118M 1.7M 69.65
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Apple (AAPL) 3.2 $110M -10% 438k 250.42
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Ishares Tr Russell 2000 Etf (IWM) 2.9 $100M 453k 220.96
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Select Sector Spdr Tr Technology (XLK) 2.6 $90M +4% 386k 232.52
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Select Sector Spdr Tr Communication (XLC) 2.2 $76M +2% 785k 96.81
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Microsoft Corporation (MSFT) 2.1 $71M 169k 421.51
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Vaneck Etf Trust High Yld Munietf (HYD) 1.8 $62M +4% 1.2M 51.91
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.8 $62M +4% 2.4M 25.58
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Vanguard Index Fds Growth Etf (VUG) 1.5 $51M 124k 410.44
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.3 $44M 195k 224.35
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Ishares Tr Core Msci Eafe (IEFA) 1.0 $36M -86% 510k 70.28
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.0 $35M 178k 197.49
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.0 $33M +121% 421k 78.61
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Cisco Systems (CSCO) 0.9 $33M 555k 59.20
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $33M 173k 189.30
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.9 $33M -2% 811k 40.34
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $32M 181k 175.23
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Amazon (AMZN) 0.9 $31M +3% 142k 219.39
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Meta Platforms Cl A (META) 0.9 $30M 51k 585.50
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Hewlett Packard Enterprise (HPE) 0.8 $28M 1.3M 21.35
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Etf Ser Solutions Lha Risk Manage (RMIF) 0.8 $27M -2% 1.1M 25.14
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Qualcomm (QCOM) 0.7 $26M 169k 153.62
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Bristol Myers Squibb (BMY) 0.7 $25M -2% 436k 56.56
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Paychex (PAYX) 0.7 $24M 173k 140.22
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Amgen (AMGN) 0.7 $24M 92k 260.64
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Accenture Plc Ireland Shs Class A (ACN) 0.7 $23M 66k 351.79
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Docusign (DOCU) 0.7 $23M -5% 255k 89.94
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Select Sector Spdr Tr Energy (XLE) 0.7 $23M -26% 266k 85.66
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Regions Financial Corporation (RF) 0.7 $23M 963k 23.52
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Lululemon Athletica (LULU) 0.6 $23M 59k 382.41
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T. Rowe Price (TROW) 0.6 $22M +2% 191k 113.09
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JPMorgan Chase & Co. (JPM) 0.6 $22M 90k 239.71
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salesforce (CRM) 0.6 $21M 62k 334.33
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Select Sector Spdr Tr Indl (XLI) 0.6 $20M -34% 151k 131.76
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Broadcom (AVGO) 0.6 $19M 83k 231.84
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Kimberly-Clark Corporation (KMB) 0.5 $18M +2% 141k 131.04
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Walt Disney Company (DIS) 0.5 $18M 164k 111.35
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Abbvie (ABBV) 0.5 $18M 102k 177.70
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EOG Resources (EOG) 0.5 $18M +2% 148k 122.58
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Robert Half International (RHI) 0.5 $18M 257k 70.46
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Visa Com Cl A (V) 0.5 $18M 56k 316.04
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Zoom Communications Cl A (ZM) 0.5 $17M -2% 211k 81.61
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Gilead Sciences (GILD) 0.5 $17M 179k 92.37
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United Parcel Service CL B (UPS) 0.5 $16M -9% 128k 126.10
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $16M 136k 115.22
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Vanguard World Consum Dis Etf (VCR) 0.4 $16M +7% 42k 375.38
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Medtronic SHS (MDT) 0.4 $15M 192k 79.88
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Advanced Micro Devices (AMD) 0.4 $15M 125k 120.79
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Johnson & Johnson (JNJ) 0.4 $15M 102k 144.62
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Select Sector Spdr Tr Sbi Materials (XLB) 0.4 $14M +220% 165k 84.14
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Alphabet Cap Stk Cl C (GOOG) 0.4 $14M 71k 190.44
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Eaton Corp SHS (ETN) 0.4 $13M 39k 331.87
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $13M 22k 586.09
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Hershey Company (HSY) 0.4 $13M -17% 75k 169.35
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Incyte Corporation (INCY) 0.4 $13M 184k 69.07
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $13M +38% 131k 96.90
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Agilent Technologies Inc C ommon (A) 0.4 $13M 93k 134.34
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $12M +225% 534k 23.18
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Bank of America Corporation (BAC) 0.4 $12M 279k 43.95
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Applied Materials (AMAT) 0.4 $12M 75k 162.63
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Paypal Holdings (PYPL) 0.3 $12M 141k 85.35
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F5 Networks (FFIV) 0.3 $12M 47k 251.47
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American Express Company (AXP) 0.3 $12M 40k 296.79
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Cognizant Technology Solutio Cl A (CTSH) 0.3 $12M 151k 76.90
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Gra (GGG) 0.3 $12M +2% 138k 84.29
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UnitedHealth (UNH) 0.3 $12M 23k 505.86
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Pepsi (PEP) 0.3 $11M 73k 152.06
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Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $11M +4% 170k 62.31
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Verizon Communications (VZ) 0.3 $10M -3% 251k 39.99
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Chevron Corporation (CVX) 0.3 $9.0M +4% 62k 144.84
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Novo-nordisk A S Adr (NVO) 0.3 $8.9M -2% 104k 86.02
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Schlumberger Com Stk (SLB) 0.3 $8.7M -4% 227k 38.34
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Exxon Mobil Corporation (XOM) 0.2 $8.4M +10% 78k 107.57
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $8.2M -72% 59k 137.57
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $8.0M +5% 18k 453.27
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $7.9M +22% 312k 25.37
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $7.9M -4% 231k 34.13
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Nike CL B (NKE) 0.2 $7.8M -29% 103k 75.67
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Lockheed Martin Corporation (LMT) 0.2 $7.8M +4% 16k 485.93
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Albemarle Corporation (ALB) 0.2 $7.7M -22% 90k 86.08
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Nxp Semiconductors N V (NXPI) 0.2 $7.6M +5% 37k 207.85
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Thermo Fisher Scientific (TMO) 0.2 $7.5M +502% 14k 520.23
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $7.5M -3% 99k 75.61
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Comcast Corp Cl A (CMCSA) 0.2 $7.3M 194k 37.53
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Adobe Systems Incorporated (ADBE) 0.2 $6.8M -3% 15k 444.68
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Abbott Laboratories (ABT) 0.2 $6.6M 58k 113.11
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Mccormick & Co Com Non Vtg (MKC) 0.2 $6.4M +3% 85k 76.24
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Mastercard Incorporated Cl A (MA) 0.2 $6.2M 12k 526.55
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Constellation Brands Cl A (STZ) 0.2 $6.1M NEW 28k 221.00
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Textron (TXT) 0.2 $5.8M 76k 76.49
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Procter & Gamble Company (PG) 0.2 $5.6M 33k 167.65
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $5.5M +67% 297k 18.50
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $5.1M 9.5k 538.81
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Raytheon Technologies Corp (RTX) 0.1 $5.1M -2% 44k 115.72
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Texas Pacific Land Corp (TPL) 0.1 $4.9M 4.4k 1105.92
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $4.8M -30% 100k 47.82
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GSK Sponsored Adr (GSK) 0.1 $4.7M NEW 140k 33.82
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John Hancock Exchange Traded Multifactor Mi (JHMM) 0.1 $4.7M 78k 59.73
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American Centy Etf Tr Avantis Us Larg (AVLC) 0.1 $4.6M +610% 68k 67.55
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Lear Corp Com New (LEA) 0.1 $4.4M -22% 47k 94.70
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Texas Instruments Incorporated (TXN) 0.1 $4.3M +2% 23k 187.51
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $4.3M 15k 280.05
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $4.2M +5% 54k 78.65
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Biogen Idec (BIIB) 0.1 $3.9M -46% 26k 152.92
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $3.6M 30k 121.59
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $3.5M 79k 44.92
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International Business Machines (IBM) 0.1 $3.5M 16k 219.82
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Vanguard World Consum Stp Etf (VDC) 0.1 $3.5M NEW 17k 211.39
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McDonald's Corporation (MCD) 0.1 $3.5M 12k 289.89
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Ishares Tr Ishares Biotech (IBB) 0.1 $3.5M NEW 26k 132.21
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Ishares Tr Us Consm Staples (IYK) 0.1 $3.2M NEW 49k 65.59
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $3.2M NEW 62k 52.02
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Eli Lilly & Co. (LLY) 0.1 $3.2M 4.2k 772.07
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $3.2M 7.5k 425.49
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $3.2M 82k 38.37
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $3.1M -5% 6.0k 511.27
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Ishares Tr Us Oil Gs Ex Etf (IEO) 0.1 $3.0M 33k 89.63
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Stryker Corporation (SYK) 0.1 $3.0M 8.3k 360.04
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Starbucks Corporation (SBUX) 0.1 $2.9M -8% 32k 91.25
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $2.9M 65k 44.04
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $2.8M +23% 9.7k 289.81
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J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $2.8M +985% 48k 58.51
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $2.8M 17k 164.17
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.7M 4.00 680920.00
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Tesla Motors (TSLA) 0.1 $2.7M -8% 6.7k 403.86
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Ishares Tr U S Equity Factr (LRGF) 0.1 $2.7M -7% 44k 60.35
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Charles Schwab Corporation (SCHW) 0.1 $2.6M -7% 35k 74.01
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.6M -12% 6.4k 401.59
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Home Depot (HD) 0.1 $2.6M +2% 6.6k 388.97
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Pfizer (PFE) 0.1 $2.5M -4% 94k 26.53
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.5M 59k 41.82
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Global X Fds Lithium Btry Etf (LIT) 0.1 $2.4M NEW 60k 40.78
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Illinois Tool Works (ITW) 0.1 $2.4M 9.5k 253.55
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $2.3M 15k 161.77
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Ge Aerospace Com New (GE) 0.1 $2.3M 14k 166.79
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Wells Fargo & Company (WFC) 0.1 $2.3M +2% 32k 70.24
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Goldman Sachs (GS) 0.1 $2.2M 3.9k 572.62
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $2.2M +4% 83k 26.63
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Ishares Tr Us Trsprtion (IYT) 0.1 $2.2M NEW 33k 67.57
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Merck & Co (MRK) 0.1 $2.2M 22k 99.48
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $2.1M 17k 127.59
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.1M 11k 195.82
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $2.1M -24% 28k 74.02
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Arthur J. Gallagher & Co. (AJG) 0.1 $2.1M 7.3k 283.85
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Ishares Tr Esg Aware Msci (ESML) 0.1 $2.0M 48k 42.05
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Oracle Corporation (ORCL) 0.1 $2.0M +2% 12k 166.64
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Emerson Electric (EMR) 0.1 $2.0M -4% 16k 123.93
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Marsh & McLennan Companies (MMC) 0.1 $1.9M -2% 9.1k 212.42
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IDEXX Laboratories (IDXX) 0.1 $1.8M -4% 4.5k 413.44
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.8M 9.9k 185.13
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Lowe's Companies (LOW) 0.1 $1.8M 7.4k 246.80
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.8M +100% 71k 25.86
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Toronto Dominion Bk Ont Com New (TD) 0.1 $1.8M 33k 53.24
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Honeywell International (HON) 0.0 $1.7M +8% 7.5k 225.90
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Intel Corporation (INTC) 0.0 $1.7M -18% 85k 20.05
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Danaher Corporation (DHR) 0.0 $1.7M 7.4k 229.54
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Union Pacific Corporation (UNP) 0.0 $1.7M +4% 7.4k 228.04
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Trane Technologies SHS (TT) 0.0 $1.7M 4.5k 369.31
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Fiserv (FI) 0.0 $1.6M 7.9k 205.42
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Vanguard Index Fds Value Etf (VTV) 0.0 $1.5M +7% 8.8k 169.30
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Ishares Tr Us Oil Eq&sv Etf (IEZ) 0.0 $1.5M +56% 75k 19.81
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Wal-Mart Stores (WMT) 0.0 $1.5M +8% 16k 90.35
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Coca-Cola Company (KO) 0.0 $1.5M +4% 23k 62.26
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Ishares Tr National Mun Etf (MUB) 0.0 $1.4M +172% 13k 106.55
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $1.4M 5.4k 253.76
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Paccar (PCAR) 0.0 $1.3M -8% 13k 104.02
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $1.3M -5% 5.1k 264.13
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $1.3M -2% 32k 41.73
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $1.3M +5% 19k 71.91
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Murphy Usa (MUSA) 0.0 $1.3M 2.6k 501.72
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Costco Wholesale Corporation (COST) 0.0 $1.3M +2% 1.4k 916.29
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Expeditors International of Washington (EXPD) 0.0 $1.3M 11k 110.77
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Ishares Tr Select Divid Etf (DVY) 0.0 $1.2M +3% 9.4k 131.29
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ConocoPhillips (COP) 0.0 $1.2M +2% 12k 99.17
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SYSCO Corporation (SYY) 0.0 $1.2M 16k 76.46
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Caterpillar (CAT) 0.0 $1.2M +5% 3.4k 362.78
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TJX Companies (TJX) 0.0 $1.2M 9.9k 120.81
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3M Company (MMM) 0.0 $1.2M 9.1k 129.09
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Boston Scientific Corporation (BSX) 0.0 $1.2M +61% 13k 89.32
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Ge Vernova (GEV) 0.0 $1.1M -8% 3.5k 328.96
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Us Bancorp Del Com New (USB) 0.0 $1.1M 24k 47.83
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Colgate-Palmolive Company (CL) 0.0 $1.1M +3% 13k 90.91
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Target Corporation (TGT) 0.0 $1.1M -85% 8.2k 135.18
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Nextera Energy (NEE) 0.0 $1.1M +38% 15k 71.69
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Ishares Esg Awr Msci Em (ESGE) 0.0 $1.0M 31k 33.39
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Spdr Gold Tr Gold Shs (GLD) 0.0 $1.0M 4.3k 242.13
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Southern Company (SO) 0.0 $1.0M -16% 12k 82.32
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Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $970k NEW 142k 6.82
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Ishares Tr U.s. Pharma Etf (IHE) 0.0 $967k NEW 15k 65.72
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Duke Energy Corp Com New (DUK) 0.0 $967k 9.0k 107.74
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Graniteshares Etf Tr Hips Us High Inc (HIPS) 0.0 $967k +25% 75k 12.85
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Kla Corp Com New (KLAC) 0.0 $966k 1.5k 630.16
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Manulife Finl Corp (MFC) 0.0 $960k +2% 31k 30.71
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Vanguard World Mega Grwth Ind (MGK) 0.0 $957k -2% 2.8k 343.46
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Automatic Data Processing (ADP) 0.0 $952k +4% 3.3k 292.70
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $946k +7% 11k 88.40
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Blackrock (BLK) 0.0 $918k NEW 895.00 1025.53
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Ishares Tr U.s. Energy Etf (IYE) 0.0 $916k 20k 45.57
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $898k NEW 15k 58.35
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MetLife (MET) 0.0 $863k 11k 81.88
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $823k 1.4k 569.49
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Vanguard World Inf Tech Etf (VGT) 0.0 $823k 1.3k 621.78
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $807k +201% 36k 22.70
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Ameriprise Financial (AMP) 0.0 $786k -11% 1.5k 532.34
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $785k +209% 29k 27.32
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Phillips 66 (PSX) 0.0 $773k 6.8k 113.93
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At&t (T) 0.0 $758k 33k 22.77
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Carrier Global Corporation (CARR) 0.0 $756k 11k 68.26
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Air Products & Chemicals (APD) 0.0 $747k +4% 2.6k 290.08
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $743k 3.8k 198.18
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Check Point Software Tech Lt Ord (CHKP) 0.0 $742k -5% 4.0k 186.70
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Fidelity National Financial Fnf Group Com (FNF) 0.0 $729k -4% 13k 56.14
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $718k 5.4k 132.09
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $692k NEW 25k 27.87
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AFLAC Incorporated (AFL) 0.0 $690k 6.7k 103.44
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Boeing Company (BA) 0.0 $684k +25% 3.9k 176.99
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Marathon Petroleum Corp (MPC) 0.0 $681k 4.9k 139.50
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Ishares Tr S&p 100 Etf (OEF) 0.0 $680k 2.4k 288.83
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Philip Morris International (PM) 0.0 $659k +4% 5.5k 120.35
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Exchange Listed Fds Tr Saba Int Rate (CEFS) 0.0 $648k +27% 30k 21.42
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Ecolab (ECL) 0.0 $627k -6% 2.7k 234.32
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Expedia Group Com New (EXPE) 0.0 $627k -5% 3.4k 186.33
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $623k +56% 12k 51.14
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Shell Spon Ads (SHEL) 0.0 $622k +9% 9.9k 62.65
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Travelers Companies (TRV) 0.0 $612k +3% 2.5k 240.91
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Vanguard World Industrial Etf (VIS) 0.0 $611k NEW 2.4k 254.40
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NVIDIA Corporation (NVDA) 0.0 $606k -8% 106k 5.69
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $601k NEW 13k 47.77
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Rockwell Automation (ROK) 0.0 $593k 2.1k 285.79
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $583k +199% 21k 27.71
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Dominion Resources (D) 0.0 $574k -2% 11k 53.86
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Altria (MO) 0.0 $569k 11k 52.29
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BioCryst Pharmaceuticals (BCRX) 0.0 $566k 75k 7.52
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International Paper Company (IP) 0.0 $558k 10k 53.82
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $549k -7% 5.2k 105.48
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Tcg Bdc (CGBD) 0.0 $540k +28% 30k 17.93
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Valero Energy Corporation (VLO) 0.0 $533k +9% 4.4k 122.60
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Chubb (CB) 0.0 $531k +2% 1.9k 276.23
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $522k -75% 6.9k 76.14
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Hercules Technology Growth Capital (HTGC) 0.0 $511k +30% 25k 20.09
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $509k NEW 5.1k 100.32
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Sixth Street Specialty Lending (TSLX) 0.0 $498k +27% 23k 21.30
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Cheniere Energy Com New (LNG) 0.0 $498k +24% 2.3k 214.90
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Golub Capital BDC (GBDC) 0.0 $487k +32% 32k 15.16
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Diageo Spon Adr New (DEO) 0.0 $486k +4% 3.8k 127.13
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Ishares Tr Gbl Comm Svc Etf (IXP) 0.0 $480k NEW 5.0k 96.67
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Allete Com New (ALE) 0.0 $477k 7.4k 64.80
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Blackstone Secd Lending Common Stock (BXSL) 0.0 $474k +32% 15k 32.31
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Consolidated Edison (ED) 0.0 $473k -2% 5.3k 89.22
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $466k NEW 4.8k 96.52
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $465k 6.1k 75.68
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $463k 3.6k 128.81
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Morgan Stanley Direct Lendin Com Shs (MSDL) 0.0 $455k NEW 22k 20.66
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CVS Caremark Corporation (CVS) 0.0 $451k -96% 10k 44.89
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Bank of New York Mellon Corporation (BK) 0.0 $449k 5.8k 76.82
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Eversource Energy (ES) 0.0 $445k 7.8k 57.43
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PennantPark Investment (PNNT) 0.0 $443k NEW 63k 7.08
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $443k 7.7k 57.45
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Ishares Tr New York Mun Etf (NYF) 0.0 $439k 8.3k 53.22
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Northrop Grumman Corporation (NOC) 0.0 $437k +68% 932.00 469.14
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Novartis Sponsored Adr (NVS) 0.0 $437k 4.5k 97.30
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Otis Worldwide Corp (OTIS) 0.0 $428k -17% 4.6k 92.61
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M&T Bank Corporation (MTB) 0.0 $428k -20% 2.3k 188.04
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $427k -2% 1.6k 269.75
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Uranium Energy (UEC) 0.0 $425k 64k 6.69
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Enterprise Products Partners (EPD) 0.0 $424k +3% 14k 31.36
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Yum! Brands (YUM) 0.0 $421k 3.1k 134.15
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $410k +47% 3.2k 128.61
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Genuine Parts Company (GPC) 0.0 $408k +3% 3.5k 116.76
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Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $396k NEW 8.3k 47.99
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Adma Biologics (ADMA) 0.0 $391k -2% 23k 17.15
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $389k 1.7k 235.21
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Ares Capital Corporation (ARCC) 0.0 $386k +33% 18k 21.89
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Cintas Corporation (CTAS) 0.0 $384k +2% 2.1k 182.70
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Linde SHS (LIN) 0.0 $383k +4% 916.00 418.48
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Cigna Corp (CI) 0.0 $381k +9% 1.4k 276.17
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Kinder Morgan (KMI) 0.0 $380k +3% 14k 27.40
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $379k -40% 7.3k 51.70
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $378k 3.0k 126.75
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $377k -21% 1.2k 322.28
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Ishares Tr Core Div Grwth (DGRO) 0.0 $376k +30% 6.1k 61.34
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Cornerstone Strategic Value (CLM) 0.0 $368k 43k 8.59
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Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $366k NEW 6.2k 58.70
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FirstEnergy (FE) 0.0 $360k 9.0k 39.78
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Invesco Exchange Traded Fd T Pharmaceuticals (PJP) 0.0 $354k NEW 4.3k 82.61
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Astrazeneca Sponsored Adr (AZN) 0.0 $353k +5% 5.4k 65.52
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $351k 3.2k 108.62
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The Beauty Health Company Com Cl A (SKIN) 0.0 $349k 220k 1.59
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Ingersoll Rand (IR) 0.0 $346k 3.8k 90.46
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AutoZone (AZO) 0.0 $345k +2% 108.00 3189.48
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McKesson Corporation (MCK) 0.0 $344k 604.00 569.92
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $330k 5.5k 60.35
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Constellation Energy (CEG) 0.0 $325k 1.5k 223.73
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Netflix (NFLX) 0.0 $323k +4% 362.00 892.14
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $321k 4.3k 74.74
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Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $321k 4.1k 78.18
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Dell Technologies CL C (DELL) 0.0 $319k -4% 2.8k 115.22
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Hanover Insurance (THG) 0.0 $318k 2.1k 154.66
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Realty Income (O) 0.0 $316k 5.9k 53.41
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Grayscale Bitcoin Mini Tr Et Shs New 0.0 $313k NEW 7.5k 41.87
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Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.0 $310k NEW 3.6k 86.28
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $301k 2.9k 104.88
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Canadian Natl Ry (CNI) 0.0 $301k 3.0k 101.51
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $297k 2.9k 101.51
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Ecb Bancorp (ECBK) 0.0 $297k 20k 14.84
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Becton, Dickinson and (BDX) 0.0 $292k 1.3k 226.90
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $289k -10% 3.7k 78.00
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Vanguard World Comm Srvc Etf (VOX) 0.0 $284k -4% 1.8k 154.97
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Corning Incorporated (GLW) 0.0 $284k 6.0k 47.52
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Microchip Technology (MCHP) 0.0 $280k -12% 4.9k 57.35
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Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.0 $278k 11k 25.11
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $277k -3% 1.6k 178.09
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L3harris Technologies (LHX) 0.0 $276k +6% 1.3k 210.31
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AmerisourceBergen (COR) 0.0 $275k 1.2k 224.67
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Parker-Hannifin Corporation (PH) 0.0 $272k 428.00 636.47
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Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $271k 5.4k 49.94
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $269k 787.00 342.36
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Johnson Ctls Intl SHS (JCI) 0.0 $268k +8% 3.4k 78.93
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S&p Global (SPGI) 0.0 $267k -4% 535.00 498.31
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $265k +8% 14k 19.59
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Micron Technology (MU) 0.0 $262k +2% 3.1k 84.17
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $261k +3% 649.00 402.80
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FedEx Corporation (FDX) 0.0 $261k -3% 926.00 281.43
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CSX Corporation (CSX) 0.0 $259k +2% 8.0k 32.27
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General Dynamics Corporation (GD) 0.0 $258k 977.00 263.63
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Wisdomtree Tr Cloud Computng (WCLD) 0.0 $256k 6.8k 37.52
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $254k NEW 1.1k 242.11
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Spdr Ser Tr S&p Biotech (XBI) 0.0 $251k +33% 2.8k 90.04
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $250k 5.0k 49.96
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Iovance Biotherapeutics (IOVA) 0.0 $249k 34k 7.40
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $243k NEW 1.1k 215.43
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Fortune Brands (FBIN) 0.0 $243k 3.6k 68.33
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Old Dominion Freight Line (ODFL) 0.0 $242k +2% 1.4k 176.34
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Public Storage (PSA) 0.0 $241k 803.00 299.56
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Hologic (HOLX) 0.0 $234k 3.2k 72.09
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J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.0 $232k NEW 2.2k 105.93
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Citigroup Com New (C) 0.0 $231k NEW 3.3k 70.39
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Autodesk (ADSK) 0.0 $231k -8% 782.00 295.57
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Fidelity Covington Trust Msci Energy Idx (FENY) 0.0 $231k NEW 9.7k 23.84
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Hudson Technologies (HDSN) 0.0 $230k 41k 5.58
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Intuit (INTU) 0.0 $229k +7% 366.00 625.80
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Amicus Therapeutics (FOLD) 0.0 $229k 24k 9.42
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Palo Alto Networks (PANW) 0.0 $226k +89% 1.2k 181.92
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Dupont De Nemours (DD) 0.0 $226k -5% 3.0k 76.24
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Gfl Environmental Sub Vtg Shs (GFL) 0.0 $223k NEW 5.0k 44.54
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Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.0 $223k 3.9k 56.88
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Cornerstone Total Rtrn Fd In (CRF) 0.0 $222k +4% 26k 8.69
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Veralto Corp Com Shs (VLTO) 0.0 $222k 2.2k 101.86
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Ralph Lauren Corp Cl A (RL) 0.0 $219k NEW 950.00 230.98
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Morgan Stanley Com New (MS) 0.0 $216k NEW 1.7k 125.75
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $215k 2.7k 80.93
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $214k NEW 2.6k 81.57
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Lennar Corp Cl A (LEN) 0.0 $214k 1.6k 136.37
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $213k 4.7k 44.87
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $213k -19% 3.1k 68.94
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Zoetis Cl A (ZTS) 0.0 $210k -4% 1.3k 162.88
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Booking Holdings (BKNG) 0.0 $209k -26% 42.00 4968.42
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $209k 2.5k 81.98
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $209k +198% 8.8k 23.68
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $207k 1.6k 129.36
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Innoviva (INVA) 0.0 $206k 12k 17.35
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Sun Life Financial (SLF) 0.0 $204k NEW 3.4k 59.34
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $203k NEW 3.7k 54.19