Insigneo Advisory Services

Latest statistics and disclosures from Insigneo Advisory Services's latest quarterly 13F-HR filing:

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Positions held by Insigneo Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Insigneo Advisory Services

Insigneo Advisory Services holds 436 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
Apple (AAPL) 10.6 $75M +46% 392k 192.53
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SPDR S&P 500 ETF Trust Ut Ser 1 (SPY) 4.8 $34M +23% 71k 477.22
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Microsoft Corporation (MSFT) 4.4 $31M +21% 83k 376.04
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Amazon (AMZN) 4.3 $31M +36% 202k 151.94
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Berkshire Hathaway Inc Del CL B (BRK.B) 2.9 $20M +105% 57k 356.66
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $16M +3% 39k 409.73
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Alphabet Cap Stk Cl A (GOOGL) 1.9 $13M +13% 96k 139.69
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NVIDIA Corporation (NVDA) 1.7 $12M +31% 25k 495.22
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Meta Platforms Cl A (META) 1.7 $12M +21% 34k 353.96
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Tesla Motors (TSLA) 1.6 $11M +32% 46k 248.48
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J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $8.2M +1783% 147k 55.40
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Alphabet Cap Stk Cl C (GOOG) 1.1 $8.0M +29% 57k 140.93
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Ishares Msci Emg Mkt Etf (EEM) 1.1 $7.6M 188k 40.21
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Vanguard World Fds S&p 500 Etf Shs (VOO) 1.0 $7.4M +94% 17k 436.80
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Ishares Russell 2000 Etf (IWM) 1.0 $7.4M +14% 37k 200.71
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JPMorgan Chase & Co. (JPM) 0.9 $6.6M +11% 39k 170.10
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $5.4M 10.00 542625.10
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Visa (V) 0.8 $5.4M +11% 21k 260.35
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Honeywell International (HON) 0.7 $5.2M +10% 25k 209.70
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Bank of America Corporation (BAC) 0.7 $5.1M +398% 151k 33.67
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Vale S A Sponsored Ads (VALE) 0.7 $4.7M +1024% 299k 15.86
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Mastercard Incorporated Cl A (MA) 0.7 $4.7M +43% 11k 426.47
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.6 $4.5M +13% 271k 16.70
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UnitedHealth (UNH) 0.6 $4.4M +60% 8.4k 526.46
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Select Sector Spdr Tr Energy (XLE) 0.6 $4.4M +323% 53k 83.84
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Home Depot (HD) 0.6 $4.3M +15% 13k 346.54
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Vanguard Index Fds Value Etf (VTV) 0.6 $4.3M 29k 149.50
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Blackstone Group Inc Com Cl A (BX) 0.6 $4.2M +2% 32k 130.92
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Walt Disney Company (DIS) 0.6 $4.1M +7% 45k 90.59
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SPDR Dow Jones Industrial Average ETF (DIA) 0.6 $4.0M +83% 11k 377.47
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $4.0M +9% 7.9k 509.22
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Vanguard World Fds Total Stk Mkt (VTI) 0.5 $3.7M 15k 237.21
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Exxon Mobil Corporation (XOM) 0.5 $3.5M +47% 35k 99.98
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Johnson & Johnson (JNJ) 0.5 $3.5M +12% 22k 156.74
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Abbvie (ABBV) 0.5 $3.4M +33% 22k 154.97
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MercadoLibre (MELI) 0.5 $3.3M -10% 2.1k 1571.08
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Netflix (NFLX) 0.5 $3.2M +3% 6.6k 486.88
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Costco Wholesale Corporation (COST) 0.4 $3.2M +10% 4.7k 675.08
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Select Sector Spdr Tr Financial (XLF) 0.4 $3.1M -20% 82k 37.60
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McDonald's Corporation (MCD) 0.4 $3.0M +42% 10k 296.50
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Wal-Mart Stores (WMT) 0.4 $3.0M +13% 19k 158.18
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Marathon Petroleum Corp (MPC) 0.4 $3.0M +2% 20k 148.36
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Ishares Msci Jpn Etf New (EWJ) 0.4 $3.0M +5% 46k 64.14
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Chevron Corporation (CVX) 0.4 $2.9M +16% 19k 149.16
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Ishares Msci Usa Value (VLUE) 0.4 $2.8M 28k 101.16
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $2.8M +2% 18k 157.80
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Advanced Micro Devices (AMD) 0.4 $2.8M +41% 19k 147.41
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salesforce (CRM) 0.4 $2.8M -3% 11k 263.14
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Coca-Cola Company (KO) 0.4 $2.8M +12% 47k 58.93
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Eli Lilly & Co. (LLY) 0.4 $2.7M +48% 4.6k 582.92
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Ingersoll Rand (IR) 0.4 $2.7M +6% 35k 77.34
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Boeing Company (BA) 0.4 $2.7M +86% 10k 260.66
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Merck & Co (MRK) 0.4 $2.7M +20% 24k 109.78
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Procter & Gamble Company (PG) 0.4 $2.7M +44% 18k 146.54
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Nio Spon Ads (NIO) 0.4 $2.7M +202% 293k 9.07
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Vanguard World Fds Real Estate Etf (VNQ) 0.4 $2.6M +12% 30k 88.36
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Shopify Cl A (SHOP) 0.4 $2.6M +4% 34k 77.90
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Vanguard World Fds Mcap Vl Idxvip (VOE) 0.4 $2.6M 18k 145.01
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Shell Spon Ads (SHEL) 0.4 $2.5M +26% 38k 65.80
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Ishares Core Msci Euro (IEUR) 0.3 $2.4M -7% 44k 55.02
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Vanguard World Fds Inf Tech Etf (VGT) 0.3 $2.3M +192% 4.8k 484.00
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Adobe Systems Incorporated (ADBE) 0.3 $2.3M +29% 3.9k 596.60
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Pepsi (PEP) 0.3 $2.3M +33% 14k 171.07
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Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $2.3M +7% 30k 78.50
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American Express Company (AXP) 0.3 $2.2M +38% 12k 187.34
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MetLife (MET) 0.3 $2.2M NEW 33k 66.13
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Intel Corporation (INTC) 0.3 $2.2M +20% 43k 50.25
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Wells Fargo & Company (WFC) 0.3 $2.0M +43% 42k 49.22
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ConocoPhillips (COP) 0.3 $2.0M +242% 18k 116.07
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Vanguard World Fds Ftse Europe Etf (VGK) 0.3 $2.0M +11% 32k 64.48
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Philip Morris International (PM) 0.3 $2.0M +40% 21k 95.36
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Ishares Core S&p Ttl Stk (ITOT) 0.3 $2.0M -4% 19k 105.23
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Pfizer (PFE) 0.3 $2.0M +16% 69k 28.79
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $2.0M 35k 56.14
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Verizon Communications (VZ) 0.3 $1.9M +25% 52k 37.70
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Select Sector Spdr Tr Technology (XLK) 0.3 $1.9M +235% 10k 192.48
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.9M +22% 19k 102.88
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Lockheed Martin Corporation (LMT) 0.3 $1.9M 4.2k 453.24
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Caterpillar (CAT) 0.3 $1.9M +50% 6.4k 295.67
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Citigroup (C) 0.3 $1.9M 37k 51.44
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Ishares Tr Pfd And Incm Sec (PFF) 0.3 $1.9M +2% 60k 31.19
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Broadcom (AVGO) 0.3 $1.9M 1.7k 1116.07
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Palo Alto Networks (PANW) 0.3 $1.8M +127% 6.2k 294.88
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Comcast Corp Cl A (CMCSA) 0.3 $1.8M +31% 41k 43.85
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Ishares Core S&p Scp Etf (IJR) 0.3 $1.8M +66% 17k 108.25
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Totalenergies Se Sponsored Ads (TTE) 0.2 $1.7M +139% 25k 68.19
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Lowe's Companies (LOW) 0.2 $1.7M +20% 7.6k 222.55
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United Parcel Service CL B (UPS) 0.2 $1.7M +24% 11k 157.22
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Paypal Holdings (PYPL) 0.2 $1.7M +13% 27k 61.41
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Goldman Sachs (GS) 0.2 $1.7M +31% 4.3k 385.74
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Blackrock Health Sciencs Tr Com Shs (BMEZ) 0.2 $1.7M 113k 14.65
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Ishares Msci Brazil Etf (EWZ) 0.2 $1.6M +5% 47k 34.96
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At&t (T) 0.2 $1.6M +25% 96k 16.78
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Nextera Energy (NEE) 0.2 $1.6M +30% 26k 60.74
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Vanguard Index Fds Growth Etf (VUG) 0.2 $1.6M 5.1k 310.88
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Deere & Company (DE) 0.2 $1.6M +72% 3.9k 401.34
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Raytheon Technologies Corp (RTX) 0.2 $1.6M +283% 19k 84.14
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Annaly Capital Management (NLY) 0.2 $1.5M -7% 75k 20.02
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.5M 19k 76.13
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XMAR) 0.2 $1.5M 44k 32.88
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BlackRock (BLK) 0.2 $1.4M +30% 1.8k 811.80
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Norfolk Southern (NSC) 0.2 $1.4M +44% 6.1k 236.38
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Vanguard World Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.4M +5% 25k 57.96
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.2 $1.4M +2% 37k 37.91
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Target Corporation (TGT) 0.2 $1.4M +99% 9.9k 142.42
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Nike CL B (NKE) 0.2 $1.4M +21% 13k 108.92
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.4M +8% 10k 136.37
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $1.4M +2% 7.7k 174.87
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Charles Schwab Corporation (SCHW) 0.2 $1.3M +36% 20k 68.80
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Etf Managers Tr Prime Junir Slvr 0.2 $1.3M -2% 135k 10.00
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Texas Instruments Incorporated (TXN) 0.2 $1.3M +72% 7.9k 170.46
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Ishares Msci Eurzone Etf (EZU) 0.2 $1.3M -6% 28k 47.44
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Block Cl A (SQ) 0.2 $1.3M +15% 17k 77.35
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International Business Machines (IBM) 0.2 $1.3M +93% 8.2k 163.55
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $1.3M +22% 5.2k 255.32
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Morgan Stanley (MS) 0.2 $1.3M +427% 14k 93.25
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Ishares Tr Asia 50 Etf (AIA) 0.2 $1.3M 23k 57.97
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Intuit (INTU) 0.2 $1.3M +242% 2.1k 625.03
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Abbott Laboratories (ABT) 0.2 $1.3M +68% 12k 110.06
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Cisco Systems (CSCO) 0.2 $1.3M -2% 26k 50.52
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Ark Etf Tr Innovation Etf (ARKK) 0.2 $1.3M -11% 25k 52.37
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TJX Companies (TJX) 0.2 $1.3M +48% 14k 93.81
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First Tr Value Line Divid In SHS (FVD) 0.2 $1.3M -3% 31k 40.56
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $1.2M -13% 24k 51.67
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Thermo Fisher Scientific (TMO) 0.2 $1.2M +23% 2.3k 531.14
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Uber Technologies (UBER) 0.2 $1.2M +6% 20k 61.57
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Ishares Msci Gbl Min Vol (ACWV) 0.2 $1.2M -11% 12k 100.35
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Bhp Group Sponsored Ads (BHP) 0.2 $1.1M +101% 17k 68.31
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Unilever Spon Adr New (UL) 0.2 $1.1M 23k 48.48
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Servicenow (NOW) 0.2 $1.1M +52% 1.6k 706.49
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Duke Energy (DUK) 0.2 $1.1M +7% 12k 97.04
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FedEx Corporation (FDX) 0.2 $1.1M +16% 4.4k 254.18
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $1.1M 4.1k 270.79
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Owl Rock Capital Corporation (OBDC) 0.2 $1.1M NEW 73k 15.11
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Boston Scientific Corporation (BSX) 0.2 $1.1M +98% 19k 57.81
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Micron Technology (MU) 0.2 $1.1M +33% 13k 85.46
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Chipotle Mexican Grill (CMG) 0.2 $1.1M +60% 478.00 2286.96
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Ford Motor Company (F) 0.2 $1.1M +58% 89k 12.19
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The Trade Desk Com Cl A (TTD) 0.1 $1.1M -11% 15k 71.96
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Ishares Msci Ac Asia Etf (AAXJ) 0.1 $1.1M 16k 66.57
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Airbnb Com Cl A (ABNB) 0.1 $1.0M +2% 7.6k 136.14
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Union Pacific Corporation (UNP) 0.1 $1.0M -2% 4.2k 245.58
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $1.0M -4% 13k 80.04
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Qualcomm (QCOM) 0.1 $1.0M 7.0k 144.62
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Oracle Corporation (ORCL) 0.1 $1.0M +19% 9.5k 105.43
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American Tower Reit (AMT) 0.1 $1000k +5% 4.6k 217.56
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Danaher Corporation (DHR) 0.1 $979k +112% 4.2k 231.58
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BP Sponsored Adr (BP) 0.1 $975k +73% 28k 35.40
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $972k +2% 5.2k 186.55
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Intuitive Surgical (ISRG) 0.1 $970k +24% 2.9k 337.36
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Ishares Core S&p500 Etf (IVV) 0.1 $968k +5% 2.0k 477.57
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Mondelez Intl Cl A (MDLZ) 0.1 $961k +107% 13k 72.86
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Ishares Rus 1000 Grw Etf (IWF) 0.1 $948k +109% 3.1k 303.17
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PNC Financial Services (PNC) 0.1 $923k +76% 6.0k 154.83
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First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.1 $905k -2% 9.4k 95.89
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O'reilly Automotive (ORLY) 0.1 $903k +10% 950.00 950.08
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Intercontinental Exchange (ICE) 0.1 $896k +8% 7.0k 128.43
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U.S. Bancorp (USB) 0.1 $877k +98% 20k 43.77
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Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $872k 27k 32.81
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $870k +7% 8.3k 104.47
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Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.1 $865k -28% 50k 17.19
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Pioneer Natural Resources (PXD) 0.1 $860k +25% 3.8k 224.88
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Air Prods & Chems Sponsored Ads (APD) 0.1 $849k +59% 3.1k 275.57
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Ishares Core S&p Mcp Etf (IJH) 0.1 $848k +144% 3.1k 277.15
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Starbucks Corporation (SBUX) 0.1 $846k -6% 8.8k 96.01
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Ishares Msci Chile Etf (ECH) 0.1 $830k 29k 28.21
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Sherwin-Williams Company (SHW) 0.1 $823k -8% 2.6k 311.90
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Amgen (AMGN) 0.1 $815k +8% 2.8k 288.02
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Palantir Technologies Cl A (PLTR) 0.1 $809k +22% 47k 17.17
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Kraneshares Tr Csi Chi Internet (KWEB) 0.1 $805k -16% 30k 27.00
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Applied Materials (AMAT) 0.1 $805k -14% 5.0k 162.07
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $803k NEW 11k 75.35
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Diageo Spon Adr New (DEO) 0.1 $789k +37% 5.4k 145.66
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Ishares Rus Mid Cap Etf (IWR) 0.1 $748k +37% 9.6k 77.73
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Cme Group 0.1 $746k +8% 3.5k 215.79
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Vanguard World Fds Vng Rus2000idx (VTWO) 0.1 $745k -20% 9.2k 81.10
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Ishares Msci Acwi Etf (ACWI) 0.1 $740k 7.3k 101.77
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First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $735k +5% 8.4k 87.67
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Crown Castle Intl (CCI) 0.1 $729k -15% 6.3k 115.19
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Analog Devices (ADI) 0.1 $724k NEW 3.6k 198.52
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Coinbase Global Com Cl A (COIN) 0.1 $721k -12% 4.1k 173.92
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General Dynamics Corporation (GD) 0.1 $719k +48% 2.8k 259.67
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Sony Group Corporation Sponsored Adr (SONY) 0.1 $717k +65% 7.6k 94.69
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Vaneck Etf Trust Oil Services Etf (OIH) 0.1 $716k +49% 2.3k 309.52
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CVS Caremark Corporation (CVS) 0.1 $714k 9.0k 78.95
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Blink Charging (BLNK) 0.1 $712k NEW 210k 3.39
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $709k +88% 937.00 756.92
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Parker-Hannifin Corporation (PH) 0.1 $704k +27% 1.5k 460.70
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Coty Com Cl A (COTY) 0.1 $702k +76% 57k 12.42
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Progressive Corporation (PGR) 0.1 $700k +73% 4.4k 159.28
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $690k +45% 17k 41.10
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Schlumberger Com Stk (SLB) 0.1 $690k 13k 52.29
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Bristol Myers Squibb (BMY) 0.1 $688k NEW 13k 51.31
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Nxp Semiconductors N V (NXPI) 0.1 $687k NEW 3.0k 230.65
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Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) 0.1 $682k 24k 28.74
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Pdd Holdings Sponsored Ads (PDD) 0.1 $679k NEW 4.6k 146.31
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Gilead Sciences (GILD) 0.1 $669k +36% 8.3k 81.01
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Northrop Grumman Corporation (NOC) 0.1 $656k +151% 1.4k 467.99
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Zoetis Cl A (ZTS) 0.1 $650k +17% 3.3k 197.37
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Altria (MO) 0.1 $642k -10% 16k 41.34
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Rockwell Automation (ROK) 0.1 $632k +8% 2.0k 310.48
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Starwood Property Trust (STWD) 0.1 $632k +16% 29k 21.50
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Ameriprise Financial (AMP) 0.1 $631k 1.7k 379.83
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Albemarle Corporation (ALB) 0.1 $620k +20% 4.3k 144.86
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Simon Property (SPG) 0.1 $619k -16% 4.3k 142.64
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Regeneron Pharmaceuticals (REGN) 0.1 $617k +76% 702.00 878.29
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Prologis (PLD) 0.1 $615k 4.6k 133.29
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Snowflake Cl A (SNOW) 0.1 $612k +16% 3.1k 199.00
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General Electric Com New (GE) 0.1 $598k +14% 4.7k 127.70
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Hilton Worldwide Holdings (HLT) 0.1 $597k +49% 3.3k 182.09
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Booking Holdings (BKNG) 0.1 $596k +38% 168.00 3547.22
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Dominion Resources (D) 0.1 $594k +7% 13k 47.00
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Cdw (CDW) 0.1 $588k 2.6k 227.32
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Lam Research Corporation (LRCX) 0.1 $583k +44% 743.00 785.15
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Monolithic Power Systems (MPWR) 0.1 $583k +40% 922.00 631.79
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Baidu Spon Adr Rep A (BIDU) 0.1 $583k +124% 4.9k 119.09
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Markel Corporation (MKL) 0.1 $579k 408.00 1419.90
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Bce (BCE) 0.1 $577k +14% 14k 40.06
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S&p Global (SPGI) 0.1 $568k +90% 1.3k 440.52
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Grupo Supervielle Sponsored Adr (SUPV) 0.1 $567k +21% 140k 4.06
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Novo-nordisk A S Adr (NVO) 0.1 $565k +18% 5.5k 103.45
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $563k +19% 12k 47.90
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First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG) 0.1 $558k -2% 23k 23.98
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Truist Financial Corp equities (TFC) 0.1 $556k +6% 15k 36.92
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Ishares Us Aer Def Etf (ITA) 0.1 $554k 4.4k 126.60
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Marriott Intl Cl A (MAR) 0.1 $547k +13% 2.4k 225.51
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Autodesk (ADSK) 0.1 $543k +40% 2.2k 243.48
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $542k NEW 941.00 576.10
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Sap Se Spon Adr (SAP) 0.1 $540k +5% 3.5k 154.57
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Spdr Ser Tr S&p Biotech (XBI) 0.1 $537k NEW 6.0k 89.29
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Paychex (PAYX) 0.1 $536k +59% 4.5k 119.11
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L3harris Technologies (LHX) 0.1 $532k 2.5k 210.62
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Ishares Global Reit Etf (REET) 0.1 $532k +17% 22k 24.18
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Delta Air Lines (DAL) 0.1 $524k +92% 13k 40.23
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Ishares Msci Gbl Etf New (PICK) 0.1 $515k -40% 12k 43.07
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Kenvue (KVUE) 0.1 $510k +42% 24k 21.53
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $509k -11% 9.4k 53.84
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Datadog Cl A Com (DDOG) 0.1 $502k -32% 4.1k 121.38
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Genuine Parts Company (GPC) 0.1 $499k +23% 3.6k 139.38
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $492k 9.3k 53.17
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Ishares Msci Emerg Mrkt (EEMV) 0.1 $490k -5% 8.8k 55.59
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Metropcs Communications (TMUS) 0.1 $489k NEW 3.0k 160.33
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Cigna Corp (CI) 0.1 $488k NEW 1.6k 299.45
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Realty Income (O) 0.1 $487k -3% 8.4k 57.68
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Ishares Rus 1000 Val Etf (IWD) 0.1 $483k -11% 2.9k 165.25
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Ishares China Lg-cap Etf (FXI) 0.1 $481k 20k 24.03
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Lauder Estee Cos Cl A (EL) 0.1 $480k +114% 3.3k 146.25
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Cohen & Steers REIT/P (RNP) 0.1 $480k 24k 20.16
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $479k +12% 2.7k 178.81
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EOG Resources (EOG) 0.1 $479k +75% 4.0k 120.95
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AFLAC Incorporated (AFL) 0.1 $475k -3% 5.8k 82.50
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Canadian Natl Ry (CNI) 0.1 $475k 3.8k 125.63
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Vici Pptys (VICI) 0.1 $474k -3% 15k 32.29
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General Motors Company (GM) 0.1 $474k -2% 13k 35.92
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Vanguard World Fds Sm Cp Val Etf (VBR) 0.1 $474k +19% 2.6k 179.97
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Novartis Sponsored Adr (NVS) 0.1 $461k +16% 4.6k 100.97
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Banco Bbva Argentina S A Sponsored Ads (BBAR) 0.1 $451k +364% 83k 5.44
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Waste Management (WM) 0.1 $448k +9% 2.5k 179.10
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Arthur J. Gallagher & Co. (AJG) 0.1 $447k NEW 2.0k 224.88
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Global X Fds Lithium Btry Etf (LIT) 0.1 $442k +2% 8.6k 51.30
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $441k 5.2k 84.87
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $439k +9% 2.5k 175.42
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Ishares Tr Robotics Artif (IRBO) 0.1 $432k 13k 34.50
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Xcel Energy (XEL) 0.1 $427k NEW 6.8k 62.43
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Ishares Msci Usa Min Vol (USMV) 0.1 $424k -10% 5.4k 78.03
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $422k +16% 31k 13.80
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Blackrock Science & Technolo Shs Ben Int (BSTZ) 0.1 $422k 25k 16.71
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Rio Tinto Sponsored Adr (RIO) 0.1 $420k +26% 5.6k 74.46
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Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $419k +26% 3.7k 113.97
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Boston Omaha Corp Cl A Com Stk (BOC) 0.1 $411k 26k 15.73
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National Grid Sponsored Adr Ne (NGG) 0.1 $410k +29% 5.9k 69.22
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Mongodb Cl A (MDB) 0.1 $406k -7% 994.00 408.85
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Workday Cl A (WDAY) 0.1 $403k NEW 1.5k 276.06
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Lyondellbasell Industries N Shs - A - (LYB) 0.1 $403k NEW 4.2k 95.08
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American Electric Power Company (AEP) 0.1 $400k +61% 4.9k 81.21
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Southern Company (SO) 0.1 $398k +16% 5.7k 70.12
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Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $397k +2% 23k 17.46
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Enbridge (ENB) 0.1 $391k -4% 11k 36.17
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Equinix (EQIX) 0.1 $391k +18% 485.00 805.39
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Sprott Fds Tr Uranium Miners E (URNM) 0.1 $389k 8.1k 48.27
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First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.1 $388k 4.3k 90.16
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $387k +3% 8.8k 43.78
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Roku Com Cl A (ROKU) 0.1 $385k -30% 4.2k 91.66
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Wheaton Precious Metals Corp (WPM) 0.1 $384k -10% 7.8k 49.34
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Dover Corporation (DOV) 0.1 $384k NEW 2.5k 153.81
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Tc Energy Corp (TRP) 0.1 $379k 9.5k 39.88
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $378k +15% 16k 23.08
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Dow (DOW) 0.1 $375k -2% 6.8k 54.84
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Haleon Spon Ads (HLN) 0.1 $375k +3% 46k 8.23
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First Tr Exchange Traded Energy Alphadx (FXN) 0.1 $374k 22k 16.69
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Phillips 66 (PSX) 0.1 $371k -11% 2.8k 133.14
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Ishares Msci Mexico Etf (EWW) 0.1 $370k +6% 5.5k 67.85
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Stryker Corporation (SYK) 0.1 $368k NEW 1.2k 300.25
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Marvell Technology (MRVL) 0.1 $368k NEW 6.1k 60.31
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Nexstar Media Group Common Stock (NXST) 0.1 $367k NEW 2.3k 156.75
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Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $362k +15% 17k 20.74
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Grupo Financiero Galicia Sponsored Adr (GGAL) 0.1 $359k +31% 21k 17.27
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.1 $357k 12k 30.78
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Williams Companies (WMB) 0.1 $356k -2% 10k 34.83
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Axon Enterprise (AXON) 0.1 $355k -51% 1.4k 258.33
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First Tr Exchange Traded Dow 30 Eql Wgt (EDOW) 0.0 $354k -21% 11k 32.60
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Kimberly-Clark Corporation (KMB) 0.0 $353k +25% 2.9k 122.64
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Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $353k 5.4k 65.38
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Veralto Corp Com Shs (VLTO) 0.0 $353k NEW 4.3k 82.35
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Sanofi Sponsored Adr (SNY) 0.0 $349k +4% 7.0k 49.73
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Travelers Companies (TRV) 0.0 $348k +5% 1.8k 190.49
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Mgp Ingredients Inc Common Sto (MGPI) 0.0 $348k +42% 3.5k 98.52
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PPG Industries (PPG) 0.0 $346k NEW 2.3k 149.55
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Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.0 $345k 16k 22.25
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Select Sector Spdr Tr Communication (XLC) 0.0 $345k +54% 4.7k 72.65
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $344k 9.8k 35.20
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First Tr Exchange-traded Lunt Us Factor (FCTR) 0.0 $340k 12k 27.79
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Etsy (ETSY) 0.0 $337k -33% 4.2k 81.05
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $336k -5% 10k 32.81
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Ishares Hdg Msci Eafe (HEFA) 0.0 $335k 11k 31.51
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Biogen Idec (BIIB) 0.0 $333k NEW 1.3k 258.77
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Carnival Corp Common Stock (CCL) 0.0 $332k -56% 18k 18.54
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Darden Restaurants (DRI) 0.0 $324k +8% 2.0k 164.30
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Occidental Petroleum Corporation (OXY) 0.0 $323k +33% 5.4k 59.88
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $319k 7.9k 40.30
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $315k NEW 6.3k 50.32
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SYSCO Corporation (SYY) 0.0 $314k NEW 4.3k 73.13
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $311k -16% 4.4k 70.34
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First Tr Exchange Traded Intl Equity Opp (FPXI) 0.0 $309k 7.3k 42.25
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Welltower Inc Com reit (WELL) 0.0 $307k +15% 3.4k 90.17
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Keysight Technologies (KEYS) 0.0 $304k +5% 1.9k 159.09
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Republic Services (RSG) 0.0 $303k NEW 1.8k 165.45
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Marsh & McLennan Companies (MMC) 0.0 $303k +35% 1.6k 189.38
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Reinsurance Group of America (RGA) 0.0 $300k 1.9k 161.78
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Enterprise Products Partners (EPD) 0.0 $298k NEW 11k 26.35
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Becton, Dickinson and (BDX) 0.0 $293k +11% 1.2k 243.83
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Martin Marietta Materials (MLM) 0.0 $292k NEW 585.00 498.91
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Msci (MSCI) 0.0 $290k +6% 512.00 565.65
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Synopsys (SNPS) 0.0 $288k NEW 559.00 514.91
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $288k NEW 1.7k 170.44
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Goldman Sachs Etf Tr Small Cap Core E (GSC) 0.0 $287k NEW 6.3k 45.41
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Popular Com New (BPOP) 0.0 $287k NEW 3.5k 82.69
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D.R. Horton (DHI) 0.0 $286k NEW 1.9k 151.98
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Flex Ord (FLEX) 0.0 $284k NEW 9.3k 30.46
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ON Semiconductor (ON) 0.0 $284k +14% 3.4k 83.53
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Blackrock Capital Allocation Trust (BCAT) 0.0 $283k 17k 16.82
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $281k +5% 5.4k 52.29
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Saia (SAIA) 0.0 $280k NEW 639.00 438.22
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Ventas (VTR) 0.0 $277k 5.5k 50.29
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Anthem (ELV) 0.0 $276k +8% 585.00 471.56
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Motorola Solutions (MSI) 0.0 $275k +7% 877.00 314.05
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Digitalocean Hldgs (DOCN) 0.0 $274k -32% 7.5k 36.69
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Capital One Financial (COF) 0.0 $273k NEW 2.1k 131.12
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Illinois Tool Works (ITW) 0.0 $272k -16% 1.0k 263.11
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $272k +8% 5.7k 47.81
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Centerra Gold (CGAU) 0.0 $271k 46k 5.96
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Vanguard World Fds Health Car Etf (VHT) 0.0 $270k -14% 1.1k 250.70
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Boston Properties (BXP) 0.0 $269k -20% 3.8k 71.15
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British Amern Tob Sponsored Adr (BTI) 0.0 $269k NEW 9.0k 29.99
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General Mills (GIS) 0.0 $268k +2% 4.1k 65.14
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Ishares Msci Sth Kor Etf (EWY) 0.0 $267k -19% 4.1k 65.53
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Kraft Heinz (KHC) 0.0 $265k +3% 7.2k 36.98
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Suncor Energy (SU) 0.0 $263k 8.2k 32.04
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Fomento Economico Mexicano S Spon Adr Units (FMX) 0.0 $263k 2.0k 130.35
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Corning Incorporated (GLW) 0.0 $263k +6% 8.6k 30.45
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3M Company (MMM) 0.0 $263k NEW 2.4k 109.32
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Ishares Tr U.s. Finls Etf (IYF) 0.0 $262k 3.1k 85.41
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Topbuild (BLD) 0.0 $262k NEW 700.00 374.26
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Huntington Bancshares Incorporated (HBAN) 0.0 $262k +23% 20k 12.87
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Laboratory Corp Amer Hldgs Com New (LH) 0.0 $261k -6% 1.1k 227.29
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Bitfarms (BITF) 0.0 $261k +6% 89k 2.92
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Coupang Cl A (CPNG) 0.0 $259k NEW 16k 16.19
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Corteva (CTVA) 0.0 $258k 5.4k 47.92
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.0 $258k -4% 5.0k 51.41
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Watsco, Incorporated (WSO) 0.0 $258k -8% 601.00 428.47
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Freeport-mcmoran CL B (FCX) 0.0 $256k 6.0k 42.57
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Fidelity National Information Services (FIS) 0.0 $255k +4% 4.2k 60.07
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $255k +4% 1.2k 219.57
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Etf Managers Tr Prime Cybr Scrty 0.0 $253k -36% 4.2k 60.41
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Vanguard Wellington Us Multifactor (VFMF) 0.0 $252k -4% 2.2k 114.85
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $251k -6% 15k 16.86
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $251k -11% 2.0k 124.95
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Spdr Ser Tr S&p Oilgas Exp (XOP) 0.0 $251k 1.8k 136.91
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Nokia Corp Sponsored Adr (NOK) 0.0 $250k 73k 3.42
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Old Dominion Freight Line (ODFL) 0.0 $249k NEW 614.00 405.33
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Alps Etf Tr Alerian Energy (ENFR) 0.0 $246k 11k 23.09
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Ishares Msci Germany Etf (EWG) 0.0 $245k 8.3k 29.69
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Dupont De Nemours (DD) 0.0 $244k +7% 3.2k 76.93
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Eastman Chemical Company (EMN) 0.0 $241k -4% 2.7k 90.63
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Verisk Analytics (VRSK) 0.0 $241k -24% 1.0k 238.86
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First Tr Exchange-traded Cboe Vest Rising (RDVI) 0.0 $240k NEW 10k 23.08
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Regency Centers Corporation (REG) 0.0 $238k 3.5k 67.67
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Clorox Company (CLX) 0.0 $236k NEW 1.7k 142.59
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Dex (DXCM) 0.0 $235k NEW 1.9k 124.09
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Fair Isaac Corporation (FICO) 0.0 $233k NEW 200.00 1164.01
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $232k NEW 8.2k 28.50
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Fastenal Company (FAST) 0.0 $231k NEW 3.6k 64.77
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RPM International (RPM) 0.0 $230k NEW 2.1k 111.63
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Robert Half International (RHI) 0.0 $229k NEW 2.6k 87.92
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Elastic N V Ord Shs (ESTC) 0.0 $229k NEW 2.0k 112.70
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Juniper Networks (JNPR) 0.0 $229k +3% 7.8k 29.48
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Pulte (PHM) 0.0 $228k NEW 2.2k 103.39
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Ares Management Corporation Cl A Com Stk (ARES) 0.0 $227k -4% 1.9k 118.92
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Ark Etf Tr Fintech Innova (ARKF) 0.0 $227k NEW 8.2k 27.58
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Ark Etf Tr 3d Printing Etf (PRNT) 0.0 $225k NEW 9.7k 23.23
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Moderna (MRNA) 0.0 $225k NEW 2.3k 99.44
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $220k NEW 4.2k 52.43
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $220k NEW 540.00 406.89
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Vaneck Etf Trust Preferred Securt (PFXF) 0.0 $214k NEW 13k 17.18
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Walgreen Boots Alliance (WBA) 0.0 $214k NEW 8.2k 26.11
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Hess (HES) 0.0 $214k 1.5k 144.16
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Chemed Corp Com Stk (CHE) 0.0 $214k NEW 366.00 584.75
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West Pharmaceutical Services (WST) 0.0 $214k +2% 607.00 352.12
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Docusign (DOCU) 0.0 $213k -34% 3.6k 59.45
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Gartner (IT) 0.0 $212k NEW 470.00 451.11
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ConAgra Foods (CAG) 0.0 $212k NEW 7.4k 28.66
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Braskem S A Sp Adr Pfd A (BAK) 0.0 $211k +4% 24k 8.82
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Dollar General (DG) 0.0 $208k NEW 1.5k 135.95
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Ross Stores (ROST) 0.0 $206k NEW 1.5k 138.39
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Humana (HUM) 0.0 $204k +4% 445.00 458.70
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American Airls (AAL) 0.0 $197k 14k 13.74
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Blackrock Innovation And Grw Shs Ben Int (BIGZ) 0.0 $184k 25k 7.33
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Physicians Realty Trust 0.0 $176k 13k 13.31
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $161k 18k 9.11
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Kosmos Energy (KOS) 0.0 $154k 23k 6.71
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Warner Bros Discovery Com Ser A (WBD) 0.0 $138k NEW 12k 11.38
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Hudson Pacific Properties (HPP) 0.0 $136k 15k 9.31
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Sofi Technologies (SOFI) 0.0 $132k NEW 13k 9.95
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Brandywine Rlty Tr Sh Ben Int New (BDN) 0.0 $125k 23k 5.40
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Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $122k 10k 12.19
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Gerdau Sa Spon Adr Rep Pfd (GGB) 0.0 $105k 22k 4.85
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Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) 0.0 $104k NEW 43k 2.45
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Banco Santander Adr (SAN) 0.0 $98k 24k 4.14
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Chimera Investment Corp etf (CIM) 0.0 $96k +30% 19k 5.10
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Ambev Sa Sponsored Adr (ABEV) 0.0 $84k +2% 29k 2.95
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Blackrock Enhanced Intl Div Com Bene Inter (BGY) 0.0 $76k -11% 15k 5.27
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Banco Santander Brasil S A Ads Rep 1 Unit (BSBR) 0.0 $71k 11k 6.55
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Lucid Group (LCID) 0.0 $63k 15k 4.21
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Tpi Composites (TPIC) 0.0 $62k NEW 15k 4.14
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Jumia Technologies Sponsored Ads (JMIA) 0.0 $43k -23% 12k 3.53
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Aurora Cannabis 0.0 $8.0k +3% 16k 0.49
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Past Filings by Insigneo Advisory Services

SEC 13F filings are viewable for Insigneo Advisory Services going back to 2022