Intercontinental Wealth Advisors

Latest statistics and disclosures from Intercontinental Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Intercontinental Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Intercontinental Wealth Advisors

Intercontinental Wealth Advisors holds 304 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.4 $37M -2% 90k 409.39
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Invesco Qqq Tr Unit Ser 1 (QQQ) 6.1 $24M +7% 74k 320.93
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.3 $13M -12% 42k 308.77
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Apple (AAPL) 3.2 $13M -6% 77k 164.90
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Ishares Tr Msci Acwi Etf (ACWI) 2.8 $11M 121k 91.16
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 2.7 $11M -27% 32k 332.62
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Netflix (NFLX) 2.4 $9.2M -7% 27k 345.48
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Amazon (AMZN) 1.6 $6.4M -23% 62k 103.29
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Spdr Gold Tr Gold Shs (GLD) 1.6 $6.2M NEW 34k 183.22
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Ishares Tr Core Us Aggbd Et (AGG) 1.4 $5.4M NEW 55k 99.64
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Ark Etf Tr Innovation Etf (ARKK) 1.3 $5.2M 130k 40.34
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Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 1.3 $5.2M 88k 58.96
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Proshares Tr S&p 500 Dv Arist (NOBL) 1.3 $5.0M +24% 55k 91.24
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Meta Platforms Cl A (META) 1.1 $4.4M -12% 21k 211.94
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Ishares Msci Jpn Etf New (EWJ) 1.1 $4.3M -3% 73k 58.69
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $3.6M NEW 44k 82.16
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Alphabet Cap Stk Cl C (GOOG) 0.9 $3.4M +5% 33k 104.00
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Microsoft Corporation (MSFT) 0.8 $3.3M -9% 12k 288.30
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Ishares Tr Msci Eafe Etf (EFA) 0.8 $3.3M -5% 46k 71.52
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.1M +4% 30k 103.73
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.7 $2.8M 6.1k 458.41
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Ishares Tr Russell 3000 Etf (IWV) 0.7 $2.7M NEW 12k 235.41
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $2.5M 28k 90.45
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Global X Fds S&p 500 Catholic (CATH) 0.6 $2.5M 50k 50.20
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $2.5M 62k 39.46
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JPMorgan Chase & Co. (JPM) 0.6 $2.4M 19k 130.31
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Watsco, Incorporated (WSO) 0.6 $2.4M 7.6k 318.16
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Applied Materials (AMAT) 0.6 $2.4M 20k 122.83
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Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.6 $2.2M -2% 69k 32.09
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $2.1M -3% 44k 48.15
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Ishares Tr National Mun Etf (MUB) 0.5 $2.0M NEW 18k 107.74
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Wells Fargo & Company (WFC) 0.5 $1.9M 51k 37.38
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Ishares Tr Europe Etf (IEV) 0.5 $1.9M -5% 38k 50.02
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Ishares Gold Tr Ishares New (IAU) 0.5 $1.9M NEW 50k 37.37
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Fibrogen (FGEN) 0.5 $1.8M -50% 96k 18.66
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Apartment Income Reit Corp (AIRC) 0.5 $1.8M NEW 49k 35.81
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Capital One Financial (COF) 0.4 $1.8M +8% 18k 96.16
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Texas Instruments Incorporated (TXN) 0.4 $1.7M 9.1k 186.01
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Pepsi (PEP) 0.4 $1.7M 9.2k 182.30
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $1.7M NEW 17k 99.12
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $1.7M -3% 27k 60.95
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Siteone Landscape Supply (SITE) 0.4 $1.7M 12k 136.87
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Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.7M +4% 9.3k 178.40
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Ares Capital Corporation (ARCC) 0.4 $1.7M NEW 91k 18.27
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Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $1.7M 58k 28.56
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Altria (MO) 0.4 $1.6M 36k 44.62
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Novo-nordisk A S Adr (NVO) 0.4 $1.6M -17% 9.8k 159.14
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Ishares Tr Tips Bd Etf (TIP) 0.4 $1.5M NEW 14k 110.25
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Thor Industries (THO) 0.4 $1.5M 19k 79.64
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.5M +33% 3.7k 411.08
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Houlihan Lokey Cl A (HLI) 0.4 $1.5M 17k 87.49
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Landstar System (LSTR) 0.4 $1.5M 8.2k 179.26
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RBC Bearings Incorporated (RBC) 0.4 $1.4M 6.2k 232.73
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Wisdomtree Tr Eur Hdg Smlcap (EUSC) 0.4 $1.4M -6% 42k 33.85
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Rli (RLI) 0.4 $1.4M 10k 132.91
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Tesla Motors (TSLA) 0.3 $1.4M -76% 6.6k 207.46
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.4M NEW 18k 76.23
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Walt Disney Company (DIS) 0.3 $1.3M -19% 13k 100.13
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Home Depot (HD) 0.3 $1.3M 4.4k 295.09
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Hillman Solutions Corp (HLMN) 0.3 $1.3M +49% 155k 8.42
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.3M 9.0k 144.62
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Primerica (PRI) 0.3 $1.3M 7.5k 172.24
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National Beverage (FIZZ) 0.3 $1.3M 24k 52.72
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Evertec (EVTC) 0.3 $1.3M 38k 33.75
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.3M 3.4k 376.07
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Medtronic SHS (MDT) 0.3 $1.3M +28% 16k 80.62
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Raytheon Technologies Corp (RTX) 0.3 $1.2M +8% 13k 97.93
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Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $1.2M -7% 44k 28.26
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Johnson & Johnson (JNJ) 0.3 $1.2M +3% 7.9k 155.00
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Scotts Miracle-gro Cl A (SMG) 0.3 $1.2M 18k 69.74
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Wisdomtree Tr Us Midcap Divid (DON) 0.3 $1.2M 30k 40.98
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Bank of New York Mellon Corporation (BK) 0.3 $1.2M 26k 45.44
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Cheesecake Factory Incorporated (CAKE) 0.3 $1.2M 34k 35.05
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.3 $1.2M -9% 16k 70.72
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Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $1.1M +8% 8.4k 137.03
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Getty Realty (GTY) 0.3 $1.1M NEW 32k 36.03
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UniFirst Corporation (UNF) 0.3 $1.1M 6.5k 176.23
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $1.1M NEW 10k 109.61
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NVIDIA Corporation (NVDA) 0.3 $1.1M -45% 4.0k 277.77
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Jack Henry & Associates (JKHY) 0.3 $1.1M +17% 7.3k 150.72
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Ishares Msci Eurzone Etf (EZU) 0.3 $1.1M 24k 45.08
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Brooks Automation (AZTA) 0.3 $1.1M 24k 44.62
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.0M 4.7k 225.23
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Leslies (LESL) 0.3 $1.0M 95k 11.01
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Ishares Tr Us Infrastruc (IFRA) 0.3 $1.0M +2% 28k 37.32
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.0M 11k 92.09
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Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.0M 9.4k 109.94
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Construction Partners Com Cl A (ROAD) 0.3 $1.0M 38k 26.94
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Lennar Corp Cl A (LEN) 0.3 $1.0M 9.6k 105.11
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Enbridge (ENB) 0.3 $1.0M 27k 38.15
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Oracle Corporation (ORCL) 0.3 $1.0M -20% 11k 92.92
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Proshares Tr Ultrpro S&p500 (UPRO) 0.3 $999k +13% 26k 38.57
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Cigna Corp (CI) 0.3 $999k 3.9k 255.53
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Ishares Tr Latn Amer 40 Etf (ILF) 0.2 $978k -5% 41k 23.87
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Us Bancorp Del Com New (USB) 0.2 $972k +4% 27k 36.05
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $965k NEW 13k 76.49
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $959k +152% 25k 38.00
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Stock Yards Ban (SYBT) 0.2 $952k -2% 17k 55.14
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Armstrong World Industries (AWI) 0.2 $942k 13k 71.24
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WD-40 Company (WDFC) 0.2 $939k 5.3k 178.05
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $936k 5.9k 158.76
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Viatris (VTRS) 0.2 $935k 97k 9.62
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Albany Intl Corp Cl A (AIN) 0.2 $924k -31% 10k 89.36
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $906k 22k 40.40
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Unilever Spon Adr New (UL) 0.2 $904k 17k 51.93
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Intel Corporation (INTC) 0.2 $900k -24% 28k 32.67
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $886k 3.1k 285.81
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Vanguard Index Fds Growth Etf (VUG) 0.2 $884k -6% 3.5k 249.47
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Pfizer (PFE) 0.2 $872k -5% 21k 40.80
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Starbucks Corporation (SBUX) 0.2 $872k 8.4k 104.13
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Teck Resources CL B (TECK) 0.2 $868k 24k 36.50
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Spdr Ser Tr Portfolio Crport (SPBO) 0.2 $865k NEW 30k 29.25
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Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $854k -2% 6.9k 123.71
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Bank of Hawaii Corporation (BOH) 0.2 $840k 16k 52.08
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Ishares Msci Cda Etf (EWC) 0.2 $834k -10% 24k 34.18
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America Movil Sab De Cv Spon Ads Rp Cl B 0.2 $816k NEW 39k 21.05
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H.B. Fuller Company (FUL) 0.2 $809k 12k 68.45
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Bristol Myers Squibb (BMY) 0.2 $799k -3% 12k 69.31
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Goldman Sachs Bdc SHS (GSBD) 0.2 $787k NEW 58k 13.65
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John Bean Technologies Corporation (JBT) 0.2 $785k 7.2k 109.29
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C H Robinson Worldwide Com New (CHRW) 0.2 $784k 7.9k 99.37
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $769k NEW 10k 75.55
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At&t (T) 0.2 $766k +8% 40k 19.25
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Phillips 66 (PSX) 0.2 $753k 7.4k 101.38
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Cgi Cl A Sub Vtg (GIB) 0.2 $749k 7.8k 96.27
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Relx Sponsored Adr (RELX) 0.2 $747k 23k 32.44
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Merck & Co (MRK) 0.2 $737k -5% 6.9k 106.39
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $718k NEW 6.8k 106.37
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Proshares Tr Ultrpro Dow30 (UDOW) 0.2 $714k +7% 13k 55.55
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Badger Meter (BMI) 0.2 $707k 5.8k 121.82
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Visa Com Cl A (V) 0.2 $707k +19% 3.1k 225.46
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Las Vegas Sands (LVS) 0.2 $703k 12k 57.45
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Cisco Systems (CSCO) 0.2 $701k 13k 52.27
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Stellantis SHS (STLA) 0.2 $699k NEW 38k 18.19
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Exxon Mobil Corporation (XOM) 0.2 $695k 6.3k 109.66
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Markel Corporation (MKL) 0.2 $689k 539.00 1277.41
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Cooper Cos Com New (COO) 0.2 $684k 1.8k 373.36
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Novartis Sponsored Adr (NVS) 0.2 $676k 7.3k 92.00
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Check Point Software Tech Lt Ord (CHKP) 0.2 $674k 5.2k 130.00
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Bentley Sys Com Cl B (BSY) 0.2 $668k 16k 42.99
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International Business Machines (IBM) 0.2 $667k -11% 5.1k 131.09
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Wisdomtree Tr Jpn Scap Hdg Eqt (DXJS) 0.2 $664k 14k 48.58
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $655k NEW 12k 53.61
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $649k 8.9k 72.74
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Paramount Global Class B Com (PARA) 0.2 $646k +47% 29k 22.31
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Grupo Televisa S A B Spon Adr Rep Ord (TV) 0.2 $635k 120k 5.29
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Gra (GGG) 0.2 $634k -44% 8.7k 73.01
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Pool Corporation (POOL) 0.2 $634k 1.9k 342.44
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Rio Tinto Sponsored Adr (RIO) 0.2 $620k NEW 9.0k 68.60
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Rbc Cad (RY) 0.2 $617k 6.5k 95.58
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Vale S A Sponsored Ads (VALE) 0.2 $613k 39k 15.78
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Owens Corning (OC) 0.2 $611k 6.4k 95.80
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Eli Lilly & Co. (LLY) 0.2 $607k +36% 1.8k 343.42
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Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $605k -28% 5.9k 102.18
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UnitedHealth (UNH) 0.2 $600k +2% 1.3k 472.59
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Wal-Mart Stores (WMT) 0.2 $594k 4.0k 147.45
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Aspen Technology (AZPN) 0.2 $594k +46% 2.6k 228.87
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Eni S P A Sponsored Adr (E) 0.2 $592k 21k 28.00
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Adobe Systems Incorporated (ADBE) 0.1 $587k 1.5k 385.37
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $585k 17k 33.71
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Ansys (ANSS) 0.1 $581k 1.7k 332.80
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Proshares Tr DJ BRKFLD GLB (TOLZ) 0.1 $571k 13k 45.43
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $568k NEW 12k 47.39
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Chevron Corporation (CVX) 0.1 $566k +4% 3.5k 163.17
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Zebra Technologies Corporati Cl A (ZBRA) 0.1 $563k -3% 1.8k 318.00
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Nordson Corporation (NDSN) 0.1 $563k -3% 2.5k 222.26
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $563k 54k 10.43
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Nike CL B (NKE) 0.1 $563k 4.6k 122.64
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Caterpillar (CAT) 0.1 $562k -17% 2.5k 228.84
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Home BancShares (HOMB) 0.1 $562k 26k 21.71
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Charles Schwab Corporation (SCHW) 0.1 $562k NEW 11k 52.38
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General Dynamics Corporation (GD) 0.1 $560k -2% 2.5k 228.21
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Teradyne (TER) 0.1 $552k 5.1k 107.51
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Lakeland Financial Corporation (LKFN) 0.1 $551k 8.8k 62.64
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Bank Of Montreal Cadcom (BMO) 0.1 $548k 6.2k 89.11
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salesforce (CRM) 0.1 $548k NEW 2.7k 199.78
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $541k -2% 6.6k 82.56
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Duke Energy Corp Com New (DUK) 0.1 $536k 5.6k 96.47
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Airbnb Com Cl A (ABNB) 0.1 $533k -2% 4.3k 124.40
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Emerson Electric (EMR) 0.1 $525k 6.0k 87.14
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $524k 5.6k 93.02
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $524k 2.1k 244.33
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Procter & Gamble Company (PG) 0.1 $519k -4% 3.5k 148.69
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Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $519k -2% 6.3k 82.21
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Bank of America Corporation (BAC) 0.1 $516k +61% 18k 28.60
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Teledyne Technologies Incorporated (TDY) 0.1 $515k 1.2k 447.36
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First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.1 $511k 6.1k 84.05
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Activision Blizzard (ATVI) 0.1 $505k +75% 5.9k 85.59
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Wisdomtree Tr Europe Smcp Dv (DFE) 0.1 $505k 8.7k 58.31
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Lpl Financial Holdings (LPLA) 0.1 $504k 2.5k 202.40
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Vontier Corporation (VNT) 0.1 $499k 18k 27.34
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Proshares Tr Ult R/est New (URE) 0.1 $496k 8.6k 57.51
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Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.1 $494k NEW 18k 26.88
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $489k 6.6k 74.71
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Abbvie (ABBV) 0.1 $488k +7% 3.1k 159.36
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Chubb (CB) 0.1 $485k 2.5k 194.18
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Union Pacific Corporation (UNP) 0.1 $484k +3% 2.4k 201.26
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Dolby Laboratories Com Cl A (DLB) 0.1 $484k 5.7k 85.42
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Equifax (EFX) 0.1 $483k -3% 2.4k 202.84
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Charles River Laboratories (CRL) 0.1 $481k -3% 2.4k 201.82
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Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.1 $480k -2% 16k 29.48
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Exponent (EXPO) 0.1 $472k -2% 4.7k 99.69
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Nutrien (NTR) 0.1 $466k 6.3k 73.84
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W.R. Berkley Corporation (WRB) 0.1 $459k -30% 7.4k 62.26
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $459k 4.7k 96.70
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Verizon Communications (VZ) 0.1 $446k -6% 12k 38.89
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Boeing Company (BA) 0.1 $446k 2.1k 212.43
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Vaneck Etf Trust Digi Transfrm (DAPP) 0.1 $443k 96k 4.64
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Gilead Sciences (GILD) 0.1 $442k 5.3k 82.97
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Comcast Corp Cl A (CMCSA) 0.1 $440k 12k 37.91
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First Financial Bankshares (FFIN) 0.1 $433k 14k 31.90
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Icl Group SHS (ICL) 0.1 $431k 63k 6.79
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $425k 7.7k 55.36
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Broadcom (AVGO) 0.1 $425k 662.00 641.54
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Fair Isaac Corporation (FICO) 0.1 $415k NEW 590.00 702.69
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Lam Research Corporation (LRCX) 0.1 $415k 782.00 530.12
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Lockheed Martin Corporation (LMT) 0.1 $414k 875.00 472.73
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Biogen Idec (BIIB) 0.1 $407k 1.5k 278.03
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Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $406k -3% 3.2k 127.60
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Proshares Tr Msci Emrg Etf (EET) 0.1 $404k 7.9k 50.92
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Equinor Asa Sponsored Adr (EQNR) 0.1 $400k 14k 28.43
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Chemed Corp Com Stk (CHE) 0.1 $395k -4% 735.00 537.75
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United Parcel Service CL B (UPS) 0.1 $393k +15% 2.0k 193.99
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Enterprise Products Partners (EPD) 0.1 $392k 15k 25.90
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Allegion Ord Shs (ALLE) 0.1 $389k -3% 3.6k 106.73
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Lennox International (LII) 0.1 $387k -3% 1.5k 251.28
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International Flavors & Fragrances (IFF) 0.1 $386k -27% 4.2k 91.96
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Select Sector Spdr Tr Financial (XLF) 0.1 $384k +19% 12k 32.15
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $375k 1.5k 250.16
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CarMax (KMX) 0.1 $374k NEW 5.8k 64.28
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Tyson Foods Cl A (TSN) 0.1 $373k NEW 6.3k 59.32
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CVS Caremark Corporation (CVS) 0.1 $372k 5.0k 74.31
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Quest Diagnostics Incorporated (DGX) 0.1 $371k -23% 2.6k 141.48
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Cal Maine Foods Com New (CALM) 0.1 $371k 6.1k 60.89
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Toronto Dominion Bk Ont Com New (TD) 0.1 $366k -2% 6.1k 59.90
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Becton, Dickinson and (BDX) 0.1 $366k -24% 1.5k 247.54
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Select Sector Spdr Tr Technology (XLK) 0.1 $366k 2.4k 151.01
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $365k +49% 11k 32.59
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Ishares Msci Chile Etf (ECH) 0.1 $364k -10% 13k 28.78
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Amer Software Cl A (AMSWA) 0.1 $358k 28k 12.61
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $356k NEW 8.4k 42.50
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Philip Morris International (PM) 0.1 $351k 3.6k 97.24
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $347k 14k 24.52
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Totalenergies Se Sponsored Ads (TTE) 0.1 $347k 5.9k 59.05
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $345k 8.5k 40.57
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Costco Wholesale Corporation (COST) 0.1 $343k 691.00 496.87
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Dow (DOW) 0.1 $343k 6.3k 54.82
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Discover Financial Services (DFS) 0.1 $331k 3.4k 98.84
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Cummins (CMI) 0.1 $329k -9% 1.4k 238.88
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $327k -6% 6.8k 48.37
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T. Rowe Price (TROW) 0.1 $323k 2.9k 112.90
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Darling International (DAR) 0.1 $322k 5.5k 58.40
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FedEx Corporation (FDX) 0.1 $322k -35% 1.4k 228.49
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Sempra Energy (SRE) 0.1 $311k 2.1k 151.16
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Colgate-Palmolive Company (CL) 0.1 $311k NEW 4.1k 75.15
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Rollins (ROL) 0.1 $309k -4% 8.2k 37.53
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Direxion Shs Etf Tr Dly Enrgy Bull2x (ERX) 0.1 $308k 5.3k 58.25
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Adams Express Company (ADX) 0.1 $308k 20k 15.55
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $307k 4.7k 65.58
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $302k NEW 12k 24.57
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BlackRock (BLK) 0.1 $302k 451.00 669.12
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Ishares Tr Agency Bond Etf (AGZ) 0.1 $302k NEW 2.8k 108.23
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Bright Horizons Fam Sol In D (BFAM) 0.1 $301k 3.9k 76.99
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Corning Incorporated (GLW) 0.1 $294k 8.3k 35.28
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Southwest Airlines (LUV) 0.1 $294k 9.0k 32.54
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $290k 15k 19.78
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American Express Company (AXP) 0.1 $287k -14% 1.7k 164.95
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Saia (SAIA) 0.1 $287k NEW 1.1k 272.08
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Prologis (PLD) 0.1 $284k NEW 2.3k 124.77
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United Sts Oil Units (USO) 0.1 $271k NEW 4.1k 66.44
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Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $269k NEW 8.5k 31.59
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $265k 12k 23.06
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Select Sector Spdr Tr Energy (XLE) 0.1 $262k -38% 3.2k 82.83
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Ishares Tr U.s. Finls Etf (IYF) 0.1 $256k 3.6k 71.14
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International Bancshares Corporation (IBOC) 0.1 $255k 6.0k 42.82
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Advisorshares Tr Psychedelics Etf (PSIL) 0.1 $254k 136k 1.87
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Cognizant Technology Solutio Cl A (CTSH) 0.1 $254k -28% 4.2k 60.93
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Alamo (ALG) 0.1 $251k NEW 1.4k 184.16
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $246k NEW 5.0k 49.24
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Evergy (EVRG) 0.1 $246k NEW 4.0k 61.12
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $246k 7.1k 34.80
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Ishares Tr Msci China Etf (MCHI) 0.1 $244k 4.9k 49.89
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Ishares Tr China Lg-cap Etf (FXI) 0.1 $244k NEW 8.2k 29.53
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $241k 3.3k 73.16
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $239k 1.0k 230.48
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $239k -21% 1.6k 149.54
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $237k NEW 2.9k 83.04
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $236k 5.2k 45.79
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3M Company (MMM) 0.1 $235k NEW 2.2k 105.11
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $235k NEW 4.6k 50.54
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Ishares Tr S&p 100 Etf (OEF) 0.1 $234k NEW 1.2k 187.04
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Deere & Company (DE) 0.1 $230k 558.00 412.88
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $228k NEW 5.1k 45.17
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McDonald's Corporation (MCD) 0.1 $225k 803.00 279.61
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $219k NEW 2.5k 86.28
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Ishares Tr Robotics Artif (IRBO) 0.1 $215k NEW 6.9k 31.38
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $213k NEW 8.4k 25.48
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Ishares Tr U S Equity Factr (LRGF) 0.1 $207k NEW 5.0k 41.44
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Omni (OMC) 0.1 $204k -52% 2.2k 94.34
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Crown Castle Intl (CCI) 0.1 $201k NEW 1.5k 133.84
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Latham Group (SWIM) 0.0 $148k 52k 2.86
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Ford Motor Company (F) 0.0 $141k 11k 12.60
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Exchange Traded Concepts Tr Bitwise Crypto (BITQ) 0.0 $70k 12k 5.87
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Cano Health Com Cl A (CANO) 0.0 $53k 58k 0.91
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Past Filings by Intercontinental Wealth Advisors

SEC 13F filings are viewable for Intercontinental Wealth Advisors going back to 2017

View all past filings