Hager Investment Management Services
Latest statistics and disclosures from Hager Investment Management Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, AAPL, NVDA, GOOGL, MSFT, and represent 23.92% of Hager Investment Management Services's stock portfolio.
- Added to shares of these 10 stocks: NFLX, DELL, TJX, ROK, HD, AXP, CFG, APH, TT, RTX.
- Started 49 new stock positions in ASML, PPC, VONG, TRP, CDNS, KGC, ZBRA, IEUR, HYG, EEMA.
- Reduced shares in these 10 stocks: ORCL, AZO, AVGO, NVDA, V, PLTR, MRVL, GOOGL, CAT, WMT.
- Sold out of its positions in BALL, BYD, BHF, CLH, DEO, EMBC, AIQ, PAVE, HRI, ITRI. KMI, PCAR, PGR, RYN, SPOK, USB, UPS, XYL, OSW.
- Hager Investment Management Services was a net seller of stock by $-3.7M.
- Hager Investment Management Services has $183M in assets under management (AUM), dropping by -0.88%.
- Central Index Key (CIK): 0002026645
Tip: Access up to 7 years of quarterly data
Positions held by Hager Investment Management Services consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Hager Investment Management Services
Hager Investment Management Services holds 321 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Broadcom Stock (AVGO) | 5.5 | $10M | -8% | 29k | 346.10 |
|
| Apple Stock (AAPL) | 5.1 | $9.4M | -4% | 35k | 271.86 |
|
| Nvidia Corporation Stock (NVDA) | 4.8 | $8.7M | -7% | 47k | 186.50 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 4.5 | $8.3M | -5% | 27k | 313.00 |
|
| Microsoft Corp Stock (MSFT) | 4.0 | $7.4M | -2% | 15k | 483.64 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 3.2 | $5.8M | -9% | 33k | 177.75 |
|
| Eli Lilly & Co Stock (LLY) | 3.0 | $5.5M | -6% | 5.2k | 1074.74 |
|
| Amazon Stock (AMZN) | 2.4 | $4.5M | 19k | 230.82 |
|
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| Meta Platforms Inc Cl A Stock (META) | 2.2 | $4.1M | 6.2k | 660.09 |
|
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| Jpmorgan Chase & Co Stock (JPM) | 2.1 | $3.9M | -5% | 12k | 322.21 |
|
| Walmart Stock (WMT) | 2.0 | $3.7M | -10% | 33k | 111.41 |
|
| Taiwan Semiconductor Mfg Adr (TSM) | 2.0 | $3.6M | -7% | 12k | 303.89 |
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| Corning Stock (GLW) | 1.9 | $3.5M | -7% | 40k | 87.56 |
|
| Cisco Sys Stock (CSCO) | 1.9 | $3.5M | 46k | 77.03 |
|
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| Netflix Stock (NFLX) | 1.9 | $3.5M | +897% | 37k | 93.76 |
|
| Costco Wholesale Corporation Stock (COST) | 1.9 | $3.4M | -4% | 4.0k | 862.40 |
|
| Stryker Corporation Stock (SYK) | 1.8 | $3.4M | -2% | 9.6k | 351.47 |
|
| Amphenol Corp New Cl A Stock (APH) | 1.8 | $3.3M | +11% | 24k | 135.14 |
|
| Advanced Micro Devices Stock (AMD) | 1.8 | $3.3M | +3% | 15k | 214.16 |
|
| Home Depot Stock (HD) | 1.6 | $3.0M | +22% | 8.8k | 344.09 |
|
| Schwab Charles Corp Stock (SCHW) | 1.6 | $2.9M | -2% | 29k | 99.91 |
|
| Carlyle Secured Lending Cef (CGBD) | 1.5 | $2.8M | -5% | 224k | 12.49 |
|
| Constellation Energy Corp Stock (CEG) | 1.5 | $2.7M | -11% | 7.7k | 353.27 |
|
| Evercore Inc Class A Stock (EVR) | 1.4 | $2.6M | 7.8k | 340.25 |
|
|
| Caterpillar Stock (CAT) | 1.4 | $2.5M | -14% | 4.4k | 572.89 |
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| Bain Cap Specialty Fin Inc Com Stk Cef (BCSF) | 1.3 | $2.4M | +2% | 174k | 13.91 |
|
| Emcor Group Stock (EME) | 1.3 | $2.3M | -11% | 3.8k | 611.79 |
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| Vertex Pharmaceuticals Stock (VRTX) | 1.3 | $2.3M | -3% | 5.1k | 453.36 |
|
| Dell Technologies Inc Cl C Stock (DELL) | 1.2 | $2.3M | +2276% | 18k | 125.88 |
|
| Toll Brothers Stock (TOL) | 1.2 | $2.2M | +9% | 17k | 135.22 |
|
| Cameco Corp Stock (CCJ) | 1.2 | $2.2M | -11% | 24k | 91.49 |
|
| Tjx Cos Stock (TJX) | 1.1 | $2.1M | +848% | 13k | 153.61 |
|
| American Express Stock (AXP) | 1.1 | $2.1M | +34% | 5.5k | 369.95 |
|
| Omega Healthcare Invs Reit (OHI) | 1.1 | $2.0M | -6% | 46k | 44.34 |
|
| Quanta Svcs Stock (PWR) | 1.0 | $1.9M | -13% | 4.6k | 422.06 |
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| Citizens Finl Group Stock (CFG) | 0.9 | $1.6M | +28% | 27k | 58.41 |
|
| Rtx Corporation Stock (RTX) | 0.9 | $1.6M | +20% | 8.7k | 183.40 |
|
| Merck & Co Stock (MRK) | 0.8 | $1.5M | 15k | 105.26 |
|
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| Marvell Technology Stock (MRVL) | 0.8 | $1.5M | -27% | 18k | 84.98 |
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| Abbvie Stock (ABBV) | 0.8 | $1.5M | -3% | 6.5k | 228.49 |
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| Cheniere Energy Stock (LNG) | 0.8 | $1.4M | 7.4k | 194.39 |
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| Visa Inc Com Cl A Stock (V) | 0.8 | $1.4M | -33% | 4.0k | 350.71 |
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| Rockwell Automation Stock (ROK) | 0.8 | $1.4M | +85% | 3.6k | 389.07 |
|
| Ge Vernova Stock (GEV) | 0.7 | $1.3M | +3% | 2.0k | 653.57 |
|
| Tesla Stock (TSLA) | 0.7 | $1.3M | -3% | 2.8k | 449.72 |
|
| Lowes Cos Stock (LOW) | 0.6 | $1.1M | -26% | 4.4k | 241.16 |
|
| Kroger Stock (KR) | 0.6 | $1.0M | +16% | 17k | 62.48 |
|
| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.6 | $1.0M | -6% | 20k | 50.79 |
|
| Realty Income Corp Reit (O) | 0.6 | $1.0M | -2% | 18k | 56.37 |
|
| Nucor Corp Stock (NUE) | 0.5 | $1.0M | -4% | 6.1k | 163.11 |
|
| Northwestern Energy Group Stock (NWE) | 0.5 | $1.0M | +14% | 16k | 64.54 |
|
| Idexx Labs Stock (IDXX) | 0.5 | $985k | +5% | 1.5k | 676.53 |
|
| Amgen Stock (AMGN) | 0.5 | $974k | -4% | 3.0k | 327.31 |
|
| Mckesson Corp Stock (MCK) | 0.5 | $964k | -11% | 1.2k | 820.29 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.5 | $908k | -3% | 2.9k | 313.80 |
|
| Bank America Corp Stock (BAC) | 0.5 | $902k | -6% | 16k | 55.00 |
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| Chevron Corp Stock (CVX) | 0.4 | $808k | +6% | 5.3k | 152.41 |
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| Newmont Corp Stock (NEM) | 0.4 | $788k | 7.9k | 99.85 |
|
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| Trane Technologies Stock (TT) | 0.4 | $745k | +70% | 1.9k | 389.20 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.4 | $720k | 2.1k | 335.27 |
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| Oracle Corp Stock (ORCL) | 0.3 | $545k | -77% | 2.8k | 194.91 |
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| Prudential Finl Stock (PRU) | 0.3 | $543k | -10% | 4.8k | 112.88 |
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| Vanguard Ultra-short Bond Etf Etf (VUSB) | 0.3 | $521k | 11k | 49.84 |
|
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| Exxon Mobil Corp Stock (XOM) | 0.3 | $485k | 4.0k | 120.34 |
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| Gilead Sciences Stock (GILD) | 0.2 | $431k | +119% | 3.5k | 122.74 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.2 | $422k | 892.00 | 473.30 |
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| Transmedics Group Stock (TMDX) | 0.2 | $420k | +14% | 3.5k | 121.65 |
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| American Tower Corp Reit (AMT) | 0.2 | $413k | +17% | 2.4k | 175.57 |
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| Lockheed Martin Corp Stock (LMT) | 0.2 | $411k | -47% | 850.00 | 483.67 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.2 | $409k | -3% | 814.00 | 502.65 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.2 | $391k | -23% | 1.9k | 208.73 |
|
| Dicks Sporting Goods Stock (DKS) | 0.2 | $367k | -35% | 1.9k | 197.97 |
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| Johnson & Johnson Stock (JNJ) | 0.2 | $366k | -13% | 1.8k | 206.95 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.2 | $360k | 528.00 | 681.92 |
|
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.2 | $349k | 556.00 | 627.13 |
|
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| Waste Mgmt Inc Del Stock (WM) | 0.2 | $341k | -9% | 1.6k | 219.71 |
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| Union Pac Corp Stock (UNP) | 0.2 | $328k | -4% | 1.4k | 231.32 |
|
| Invesco Solar Etf Etf (TAN) | 0.2 | $317k | +9% | 6.5k | 49.12 |
|
| Quest Diagnostics Stock (DGX) | 0.2 | $309k | -3% | 1.8k | 173.55 |
|
| Invesco S&p 500 Quality Etf Etf (SPHQ) | 0.2 | $281k | 3.7k | 75.05 |
|
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.1 | $248k | 403.00 | 614.31 |
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| Wec Energy Group Stock (WEC) | 0.1 | $229k | 2.2k | 105.46 |
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| Abbott Labs Stock (ABT) | 0.1 | $227k | -14% | 1.8k | 125.29 |
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| Autozone Stock (AZO) | 0.1 | $227k | -86% | 67.00 | 3391.51 |
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| Evergy Stock (EVRG) | 0.1 | $222k | -7% | 3.1k | 72.49 |
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| Nextera Energy Stock (NEE) | 0.1 | $220k | 2.7k | 80.28 |
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| M & T Bk Corp Stock (MTB) | 0.1 | $186k | 923.00 | 201.48 |
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| Winnebago Inds Stock (WGO) | 0.1 | $180k | 4.4k | 40.52 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $172k | 1.5k | 117.21 |
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| Citigroup Stock (C) | 0.1 | $170k | -9% | 1.5k | 116.69 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $166k | -27% | 5.6k | 29.89 |
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| Kimberly-clark Corp Stock (KMB) | 0.1 | $166k | -35% | 1.6k | 100.89 |
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| Southern Stock (SO) | 0.1 | $165k | -9% | 1.9k | 87.20 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $154k | 270.00 | 570.88 |
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| Bar Hbr Bankshares Stock (BHB) | 0.1 | $153k | 4.9k | 31.05 |
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| Equinix Reit (EQIX) | 0.1 | $153k | -40% | 199.00 | 766.16 |
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| Travelers Companies Stock (TRV) | 0.1 | $145k | 500.00 | 290.06 |
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| Albemarle Corp Stock (ALB) | 0.1 | $143k | 1.0k | 141.44 |
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| Mcdonalds Corp Stock (MCD) | 0.1 | $142k | -5% | 463.00 | 305.80 |
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| Metlife Stock (MET) | 0.1 | $139k | -38% | 1.8k | 78.94 |
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| Procter & Gamble Stock (PG) | 0.1 | $137k | -25% | 956.00 | 143.31 |
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| First Solar Stock (FSLR) | 0.1 | $132k | +8% | 506.00 | 261.23 |
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| Goldman Sachs Group Stock (GS) | 0.1 | $130k | -11% | 148.00 | 879.00 |
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| Coca Cola Stock (KO) | 0.1 | $128k | 1.8k | 69.91 |
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| General Dynamics Corp Stock (GD) | 0.1 | $127k | -34% | 378.00 | 336.66 |
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| Tractor Supply Stock (TSCO) | 0.1 | $125k | -25% | 2.5k | 50.01 |
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| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.1 | $121k | NEW | 996.00 | 121.75 |
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| Bunge Global Sa Stock (BG) | 0.1 | $120k | +1020% | 1.3k | 89.08 |
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| Qualcomm Stock (QCOM) | 0.1 | $120k | 700.00 | 171.05 |
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| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.1 | $120k | NEW | 1.3k | 92.30 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $110k | 332.00 | 330.11 |
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| Morgan Stanley Stock (MS) | 0.1 | $107k | -10% | 600.00 | 177.53 |
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| Ishares Silver Trust Etf (SLV) | 0.1 | $103k | NEW | 1.6k | 64.42 |
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| Curtiss Wright Corp Stock (CW) | 0.1 | $102k | -7% | 185.00 | 551.27 |
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| Becton Dickinson & Co Stock (BDX) | 0.1 | $96k | -34% | 493.00 | 194.07 |
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| Lam Research Corp Stock (LRCX) | 0.1 | $94k | 550.00 | 171.18 |
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| Global X Lithium & Battery Tech Etf Etf (LIT) | 0.1 | $94k | -6% | 1.4k | 64.86 |
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| Cummins Stock (CMI) | 0.1 | $93k | +18% | 182.00 | 510.45 |
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| Public Svc Enterprise Grp Stock (PEG) | 0.0 | $90k | 1.1k | 80.30 |
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| Zoetis Inc Cl A Stock (ZTS) | 0.0 | $90k | 711.00 | 125.82 |
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| Nuscale Pwr Corp Cl A Stock (SMR) | 0.0 | $87k | -63% | 6.2k | 14.17 |
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| Spdr Gold Shares Etf (GLD) | 0.0 | $84k | +1218% | 211.00 | 396.31 |
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| International Business Machs Stock (IBM) | 0.0 | $81k | -3% | 274.00 | 296.21 |
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| S&p Global Stock (SPGI) | 0.0 | $79k | -7% | 152.00 | 522.59 |
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| Carrier Global Corporation Stock (CARR) | 0.0 | $79k | -71% | 1.5k | 52.84 |
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| Phillips 66 Stock (PSX) | 0.0 | $78k | -13% | 605.00 | 129.04 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.0 | $76k | NEW | 1.2k | 62.47 |
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| Xcel Energy Stock (XEL) | 0.0 | $74k | 1.0k | 73.86 |
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| State Str Corp Stock (STT) | 0.0 | $74k | 570.00 | 129.01 |
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| Blue Owl Capital Corporation Cef (OBDC) | 0.0 | $73k | -18% | 5.9k | 12.43 |
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| Ecolab Stock (ECL) | 0.0 | $69k | -15% | 262.00 | 262.52 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $68k | 99.00 | 684.94 |
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| Steel Dynamics Stock (STLD) | 0.0 | $63k | -37% | 371.00 | 169.45 |
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| Deere & Co Stock (DE) | 0.0 | $62k | -44% | 134.00 | 465.57 |
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| Automatic Data Processing Stock (ADP) | 0.0 | $60k | 235.00 | 257.23 |
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| Pulte Group Stock (PHM) | 0.0 | $57k | +15% | 487.00 | 117.26 |
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| Chewy Inc Cl A Stock (CHWY) | 0.0 | $55k | -75% | 1.7k | 33.05 |
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| Ge Aerospace Stock (GE) | 0.0 | $55k | +8% | 178.00 | 308.03 |
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| Pepsico Stock (PEP) | 0.0 | $51k | -37% | 358.00 | 143.52 |
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| Starbucks Corp Stock (SBUX) | 0.0 | $51k | +3% | 610.00 | 84.21 |
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| Honeywell Intl Stock (HON) | 0.0 | $49k | 250.00 | 195.09 |
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| Canadian Pacific Kansas City Stock (CP) | 0.0 | $47k | 640.00 | 73.63 |
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| Disney Walt Stock (DIS) | 0.0 | $47k | -48% | 412.00 | 113.80 |
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| Verizon Communications Stock (VZ) | 0.0 | $47k | -7% | 1.1k | 40.73 |
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| State Street Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX) | 0.0 | $46k | +2% | 812.00 | 56.19 |
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| Ishares Biotechnology Etf Etf (IBB) | 0.0 | $44k | 260.00 | 168.77 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $42k | 171.00 | 246.16 |
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| 3M Stock (MMM) | 0.0 | $41k | 257.00 | 160.10 |
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| Darden Restaurants Stock (DRI) | 0.0 | $40k | -86% | 219.00 | 184.02 |
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| Uber Technologies Stock (UBER) | 0.0 | $40k | +276% | 489.00 | 81.71 |
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| Vertiv Holdings Co Com Cl A Stock (VRT) | 0.0 | $39k | -33% | 243.00 | 162.01 |
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| Parker-hannifin Corp Stock (PH) | 0.0 | $38k | -35% | 43.00 | 878.95 |
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| Teleflex Incorporated Stock (TFX) | 0.0 | $37k | 305.00 | 122.04 |
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| Intuitive Surgical Stock (ISRG) | 0.0 | $37k | 65.00 | 566.35 |
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| Ishares U.s. Aerospace & Defense Etf Etf (ITA) | 0.0 | $35k | -11% | 164.00 | 214.69 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $35k | +29% | 684.00 | 50.88 |
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| Enbridge Stock (ENB) | 0.0 | $35k | -24% | 725.00 | 47.83 |
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| Agnico Eagle Mines Stock (AEM) | 0.0 | $34k | 200.00 | 169.53 |
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| Illinois Tool Wks Stock (ITW) | 0.0 | $33k | -8% | 135.00 | 246.30 |
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| Ishares Core S&p Us Value Etf Etf (IUSV) | 0.0 | $33k | 322.00 | 102.54 |
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| Invesco S&p 500 Top 50 Etf Etf (XLG) | 0.0 | $33k | 550.00 | 59.28 |
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| Corteva Stock (CTVA) | 0.0 | $32k | 478.00 | 67.03 |
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| Colgate Palmolive Stock (CL) | 0.0 | $32k | 400.00 | 79.02 |
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| State Street Energy Select Sector Spdr Etf Etf (XLE) | 0.0 | $31k | +91% | 702.00 | 44.71 |
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| Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL) | 0.0 | $31k | 25.00 | 1252.00 |
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| Exelon Corp Stock (EXC) | 0.0 | $29k | 655.00 | 43.59 |
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| Garmin Stock (GRMN) | 0.0 | $27k | -51% | 135.00 | 202.85 |
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| Oshkosh Corp Stock (OSK) | 0.0 | $27k | -15% | 216.00 | 125.63 |
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| First Trust Global Wind Energy Etf Etf (FAN) | 0.0 | $27k | -39% | 1.3k | 20.47 |
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| Welltower Reit (WELL) | 0.0 | $26k | 142.00 | 185.61 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.0 | $26k | NEW | 475.00 | 53.76 |
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| At&t Stock (T) | 0.0 | $25k | -54% | 993.00 | 24.84 |
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| Archer Daniels Midland Stock (ADM) | 0.0 | $25k | -20% | 426.00 | 57.49 |
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| General Mtrs Stock (GM) | 0.0 | $24k | 295.00 | 81.32 |
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| Insulet Corp Stock (PODD) | 0.0 | $23k | 79.00 | 284.24 |
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| Air Prods & Chems Stock (APD) | 0.0 | $21k | -29% | 85.00 | 247.02 |
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| Pfizer Stock (PFE) | 0.0 | $21k | -28% | 840.00 | 24.90 |
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| Eaton Corp Stock (ETN) | 0.0 | $21k | -31% | 65.00 | 318.51 |
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| Thermo Fisher Scientific Stock (TMO) | 0.0 | $20k | 35.00 | 579.46 |
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| Kinross Gold Corp Stock (KGC) | 0.0 | $20k | NEW | 706.00 | 28.16 |
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| Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) | 0.0 | $20k | NEW | 243.00 | 80.63 |
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| Cvs Health Corp Stock (CVS) | 0.0 | $19k | +64% | 245.00 | 79.36 |
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| United States Oil Fund Etf (USO) | 0.0 | $19k | 269.00 | 69.16 |
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| Relay Therapeutics Stock (RLAY) | 0.0 | $18k | 2.2k | 8.46 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $18k | -12% | 340.00 | 53.83 |
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| Hershey Stock (HSY) | 0.0 | $18k | 100.00 | 181.98 |
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| Vaneck Gold Miners Etf Etf (GDX) | 0.0 | $18k | 210.00 | 85.77 |
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| Fresh Del Monte Produce Inc Ord Stock (FDP) | 0.0 | $18k | 504.00 | 35.63 |
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| Novartis Adr (NVS) | 0.0 | $18k | +48% | 128.00 | 137.87 |
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| State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 0.0 | $18k | 165.00 | 106.70 |
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| Ameriprise Finl Stock (AMP) | 0.0 | $17k | 35.00 | 490.34 |
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| Devon Energy Corp Stock (DVN) | 0.0 | $17k | -31% | 465.00 | 36.63 |
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| Kla Corp Stock (KLAC) | 0.0 | $17k | +180% | 14.00 | 1215.07 |
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| Elbit Sys Ltd Ord Stock (ESLT) | 0.0 | $17k | NEW | 29.00 | 577.72 |
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| Intel Corp Stock (INTC) | 0.0 | $17k | 450.00 | 36.90 |
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| Spotify Technology S A Stock (SPOT) | 0.0 | $16k | +86% | 28.00 | 580.71 |
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| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.0 | $16k | 100.00 | 160.97 |
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| Huntington Ingalls Inds Stock (HII) | 0.0 | $16k | 47.00 | 340.06 |
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| Bristol-myers Squibb Stock (BMY) | 0.0 | $15k | 285.00 | 53.94 |
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| Spdr Euro Stoxx 50 Etf Etf (FEZ) | 0.0 | $15k | 238.00 | 64.39 |
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| Caretrust Reit Reit (CTRE) | 0.0 | $14k | NEW | 397.00 | 36.16 |
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| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.0 | $14k | NEW | 103.00 | 136.94 |
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| Robinhood Mkts Inc Com Cl A Stock (HOOD) | 0.0 | $14k | 124.00 | 113.10 |
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| Qnity Electronics Stock | 0.0 | $14k | NEW | 171.00 | 81.65 |
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| Berkley W R Corp Stock (WRB) | 0.0 | $14k | 199.00 | 70.12 |
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| Dupont De Nemours Stock (DD) | 0.0 | $14k | 343.00 | 40.20 |
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| Artivion Stock (AORT) | 0.0 | $14k | 300.00 | 45.61 |
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| State Street Technology Select Sector Spdr Etf Etf (XLK) | 0.0 | $12k | +100% | 86.00 | 143.97 |
|
| Ford Mtr Stock (F) | 0.0 | $12k | -58% | 925.00 | 13.12 |
|
| Philip Morris Intl Stock (PM) | 0.0 | $12k | +4% | 73.00 | 160.40 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.0 | $12k | -85% | 316.00 | 37.00 |
|
| Blackstone Stock (BX) | 0.0 | $12k | -61% | 75.00 | 154.15 |
|
| American Elec Pwr Stock (AEP) | 0.0 | $12k | 100.00 | 115.31 |
|
|
| International Paper Stock (IP) | 0.0 | $11k | 290.00 | 39.39 |
|
|
| Vodafone Group Adr (VOD) | 0.0 | $11k | -63% | 854.00 | 13.21 |
|
| Dow Stock (DOW) | 0.0 | $11k | -4% | 478.00 | 23.38 |
|
| Capital Southwest Corp Cef (CSWC) | 0.0 | $11k | 500.00 | 22.15 |
|
|
| Icon Stock (ICLR) | 0.0 | $11k | 60.00 | 182.22 |
|
|
| Asml Holding N V N Y Registry Adr (ASML) | 0.0 | $11k | NEW | 10.00 | 1069.90 |
|
| Nxp Semiconductors N V Stock (NXPI) | 0.0 | $10k | 48.00 | 217.06 |
|
|
| Fedex Corp Stock (FDX) | 0.0 | $10k | +20% | 36.00 | 288.86 |
|
| Reddit Inc Cl A Stock (RDDT) | 0.0 | $10k | +12% | 45.00 | 229.87 |
|
| Fifth Third Bancorp Stock (FITB) | 0.0 | $10k | 220.00 | 46.81 |
|
|
| Hologic Stock (HOLX) | 0.0 | $10k | 135.00 | 74.49 |
|
|
| Entegris Stock (ENTG) | 0.0 | $9.8k | 116.00 | 84.25 |
|
|
| Fox Corp Cl A Stock (FOXA) | 0.0 | $9.6k | NEW | 131.00 | 73.07 |
|
| Sony Group Corp Adr (SONY) | 0.0 | $9.3k | NEW | 365.00 | 25.60 |
|
| Global X Autonomous & Electric Vehicles Etf Etf (DRIV) | 0.0 | $9.1k | -35% | 307.00 | 29.58 |
|
| Royal Caribbean Group Stock (RCL) | 0.0 | $8.9k | NEW | 32.00 | 278.91 |
|
| Energizer Hldgs Stock (ENR) | 0.0 | $8.6k | 433.00 | 19.89 |
|
|
| Monolithic Pwr Sys Stock (MPWR) | 0.0 | $8.2k | NEW | 9.00 | 906.33 |
|
| Flex Ltd Ord Stock (FLEX) | 0.0 | $7.9k | NEW | 130.00 | 60.42 |
|
| Sysco Corp Stock (SYY) | 0.0 | $7.8k | -26% | 106.00 | 73.69 |
|
| Te Connectivity Plc Ord Stock (TEL) | 0.0 | $7.7k | NEW | 34.00 | 227.50 |
|
| Aptiv Stock (APTV) | 0.0 | $7.7k | NEW | 101.00 | 76.09 |
|
| Ipg Photonics Corp Stock (IPGP) | 0.0 | $7.2k | 100.00 | 71.60 |
|
|
| Totalenergies Se Act Stock (TTFNF) | 0.0 | $7.1k | NEW | 109.00 | 65.42 |
|
| Palo Alto Networks Stock (PANW) | 0.0 | $7.0k | NEW | 38.00 | 184.21 |
|
| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.0 | $6.7k | 231.00 | 28.82 |
|
|
| Vistra Corp Stock (VST) | 0.0 | $6.6k | +64% | 41.00 | 161.34 |
|
| Bwx Technologies Stock (BWXT) | 0.0 | $6.6k | 38.00 | 172.84 |
|
|
| Blue Owl Capital Inc Com Cl A Stock (OWL) | 0.0 | $6.5k | 435.00 | 14.94 |
|
|
| Blackrock Stock (BLK) | 0.0 | $6.4k | 6.00 | 1070.33 |
|
|
| Synchrony Financial Stock (SYF) | 0.0 | $6.3k | NEW | 76.00 | 83.43 |
|
| Servicenow Stock (NOW) | 0.0 | $6.1k | +400% | 40.00 | 153.20 |
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $6.1k | 96.00 | 63.71 |
|
|
| Cintas Corp Stock (CTAS) | 0.0 | $6.0k | 32.00 | 188.06 |
|
|
| Kratos Defense & Sec Solutions Stock (KTOS) | 0.0 | $6.0k | 79.00 | 75.91 |
|
|
| Ormat Technologies Stock (ORA) | 0.0 | $6.0k | 54.00 | 110.46 |
|
|
| State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) | 0.0 | $5.8k | 62.00 | 94.19 |
|
|
| Owens Corning Stock (OC) | 0.0 | $5.6k | 50.00 | 111.92 |
|
|
| Aerovironment Stock (AVAV) | 0.0 | $5.6k | 23.00 | 241.87 |
|
|
| Norwegian Cruise Line Hldg Stock (NCLH) | 0.0 | $5.2k | 235.00 | 22.32 |
|
|
| Bank Nova Scotia Halifax Stock (BNS) | 0.0 | $5.2k | NEW | 71.00 | 73.69 |
|
| Boeing Stock (BA) | 0.0 | $5.2k | 24.00 | 217.12 |
|
|
| Electronic Arts Stock (EA) | 0.0 | $5.1k | 25.00 | 204.32 |
|
|
| Invesco Wilderhill Clean Energy Etf Etf (PBW) | 0.0 | $5.1k | 167.00 | 30.54 |
|
|
| Arch Cap Group Ltd Ord Stock (ACGL) | 0.0 | $5.0k | NEW | 52.00 | 95.92 |
|
| Ge Healthcare Technologies Stock (GEHC) | 0.0 | $4.8k | 58.00 | 82.02 |
|
|
| Astrazeneca Adr (AZN) | 0.0 | $4.5k | NEW | 49.00 | 91.94 |
|
| Exelixis Stock (EXEL) | 0.0 | $4.4k | NEW | 101.00 | 43.83 |
|
| United Therapeutics Corp Del Stock (UTHR) | 0.0 | $4.4k | NEW | 9.00 | 487.22 |
|
| Aecom Stock (ACM) | 0.0 | $4.3k | NEW | 45.00 | 95.33 |
|
| Ryanair Holdings Adr (RYAAY) | 0.0 | $4.3k | NEW | 59.00 | 72.19 |
|
| Vanguard Ftse Pacific Etf Etf (VPL) | 0.0 | $4.2k | NEW | 47.00 | 90.40 |
|
| Ishares Msci Emerging Markets Asia Etf Etf (EEMA) | 0.0 | $4.2k | NEW | 45.00 | 94.02 |
|
| Nano Nuclear Energy Stock (NNE) | 0.0 | $4.2k | -16% | 173.00 | 24.01 |
|
| Marathon Pete Corp Stock (MPC) | 0.0 | $4.1k | 25.00 | 162.64 |
|
|
| Beone Medicines Adr (ONC) | 0.0 | $4.0k | NEW | 13.00 | 303.85 |
|
| Ishares Expanded Tech Sector Etf Etf (IGM) | 0.0 | $3.6k | NEW | 28.00 | 129.14 |
|
| Medtronic Stock (MDT) | 0.0 | $3.6k | NEW | 37.00 | 96.05 |
|
| Ishares Msci Japan Etf Etf (EWJ) | 0.0 | $3.6k | 44.00 | 80.75 |
|
|
| Salesforce Stock (CRM) | 0.0 | $3.4k | 13.00 | 264.92 |
|
|
| Proshares Ultrapro Qqq Etf (TQQQ) | 0.0 | $3.4k | +100% | 64.00 | 53.06 |
|
| Veralto Corp Stock (VLTO) | 0.0 | $3.4k | NEW | 34.00 | 99.79 |
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.0 | $3.3k | NEW | 11.00 | 302.09 |
|
| Intercontinental Exchange Stock (ICE) | 0.0 | $3.2k | NEW | 20.00 | 161.95 |
|
| Ishares Gold Trust Etf (IAU) | 0.0 | $3.1k | 38.00 | 81.16 |
|
|
| Solstice Advanced Matls Stock | 0.0 | $3.0k | NEW | 62.00 | 48.58 |
|
| Atmos Energy Corp Stock (ATO) | 0.0 | $2.9k | NEW | 17.00 | 167.65 |
|
| Block Inc Cl A Stock (XYZ) | 0.0 | $2.6k | 40.00 | 65.10 |
|
|
| Emerson Elec Stock (EMR) | 0.0 | $2.5k | NEW | 19.00 | 132.74 |
|
| Zebra Technologies Corporation Cl A Stock (ZBRA) | 0.0 | $2.4k | NEW | 10.00 | 242.80 |
|
| Vail Resorts Stock (MTN) | 0.0 | $2.4k | -83% | 18.00 | 132.78 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.0 | $2.3k | 35.00 | 66.00 |
|
|
| Tetra Tech Stock (TTEK) | 0.0 | $2.2k | NEW | 65.00 | 33.54 |
|
| American Wtr Wks Stock (AWK) | 0.0 | $2.0k | -83% | 15.00 | 130.53 |
|
| Target Corp Stock (TGT) | 0.0 | $2.0k | 20.00 | 97.75 |
|
|
| Slb Limited Com Stk Stock (SLB) | 0.0 | $1.9k | -13% | 50.00 | 38.38 |
|
| Prologis Reit (PLD) | 0.0 | $1.9k | 15.00 | 127.67 |
|
|
| Grayscale Bitcoin Trust Etf Etf (GBTC) | 0.0 | $1.8k | 27.00 | 68.37 |
|
|
| Webster Finl Corp Stock (WBS) | 0.0 | $1.8k | 29.00 | 62.93 |
|
|
| Aflac Stock (AFL) | 0.0 | $1.8k | NEW | 16.00 | 110.25 |
|
| Cadence Design System Stock (CDNS) | 0.0 | $1.6k | NEW | 5.00 | 312.60 |
|
| Tc Energy Corp Stock (TRP) | 0.0 | $1.5k | NEW | 28.00 | 55.00 |
|
| Ishares Core Msci Europe Etf Etf (IEUR) | 0.0 | $1.5k | NEW | 21.00 | 71.00 |
|
| Grayscale Ethereum Staking Etf Etf (ETHE) | 0.0 | $1.5k | 61.00 | 24.38 |
|
|
| American Superconductor Corp Stock (AMSC) | 0.0 | $1.4k | 50.00 | 28.78 |
|
|
| Sprouts Fmrs Mkt Stock (SFM) | 0.0 | $1.4k | NEW | 18.00 | 79.67 |
|
| Builders Firstsource Stock (BLDR) | 0.0 | $1.3k | 13.00 | 102.92 |
|
|
| Chemours Stock (CC) | 0.0 | $1.3k | 113.00 | 11.79 |
|
|
| Paramount Skydance Corp Com Cl B Stock (PSKY) | 0.0 | $1.3k | 94.00 | 13.40 |
|
|
| Sixth Street Specialty Lending Cef (TSLX) | 0.0 | $1.2k | 57.00 | 21.79 |
|
|
| Canadian Solar Stock (CSIQ) | 0.0 | $1.2k | 50.00 | 23.78 |
|
|
| Adobe Stock (ADBE) | 0.0 | $1.1k | 3.00 | 350.00 |
|
|
| Hercules Capital Cef (HTGC) | 0.0 | $978.998800 | 52.00 | 18.83 |
|
|
| Fs Kkr Cap Corp Cef (FSK) | 0.0 | $900.000100 | +8% | 61.00 | 14.75 |
|
| Gladstone Ld Corp Reit (LAND) | 0.0 | $859.996600 | -91% | 94.00 | 9.15 |
|
| Mgic Invt Corp Wis Stock (MTG) | 0.0 | $788.999400 | NEW | 27.00 | 29.22 |
|
| Oneok Stock (OKE) | 0.0 | $735.000000 | 10.00 | 73.50 |
|
|
| Energy Fuels Stock (UUUU) | 0.0 | $727.000000 | 50.00 | 14.54 |
|
|
| Pilgrims Pride Corp Stock (PPC) | 0.0 | $702.000000 | NEW | 18.00 | 39.00 |
|
| Global Net Lease Reit (GNL) | 0.0 | $658.996800 | +2% | 77.00 | 8.56 |
|
| Plug Power Stock (PLUG) | 0.0 | $394.000000 | 200.00 | 1.97 |
|
|
| Rivian Automotive Inc Com Cl A Stock (RIVN) | 0.0 | $335.000300 | 17.00 | 19.71 |
|
|
| Halliburton Stock (HAL) | 0.0 | $253.999800 | 9.00 | 28.22 |
|
|
| B2gold Corp Stock (BTG) | 0.0 | $226.000000 | 50.00 | 4.52 |
|
|
| Grayscale Bitcoin Mini Trust Etf Etf (BTC) | 0.0 | $194.000000 | 5.00 | 38.80 |
|
|
| Grayscale Ethereum Staking Mini Etf Etf (ETH) | 0.0 | $168.000000 | 6.00 | 28.00 |
|
|
| Invesco Mortgage Capital Reit (IVR) | 0.0 | $121.999500 | 15.00 | 8.13 |
|
|
| Lumen Technologies Stock (LUMN) | 0.0 | $16.000000 | 2.00 | 8.00 |
|
Past Filings by Hager Investment Management Services
SEC 13F filings are viewable for Hager Investment Management Services going back to 2024
- Hager Investment Management Services 2025 Q4 filed Jan. 22, 2026
- Hager Investment Management Services 2025 Q3 filed Nov. 12, 2025
- Hager Investment Management Services 2025 Q2 filed July 23, 2025
- Hager Investment Management Services 2025 Q1 filed May 2, 2025
- Hager Investment Management Services 2024 Q4 filed Jan. 27, 2025