InterOcean Capital Group

Latest statistics and disclosures from InterOcean Capital Group's latest quarterly 13F-HR filing:

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Positions held by InterOcean Capital Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for InterOcean Capital Group

InterOcean Capital Group holds 484 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Trust Etf (SPY) 4.6 $195M 372k 523.07
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Apple Stock (AAPL) 4.3 $179M +3% 1.0M 171.48
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Technology Select Sector Spdr Fund Etf (XLK) 3.9 $164M 787k 208.27
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Microsoft Corp Stock (MSFT) 3.4 $141M -10% 335k 420.72
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Amazon Stock (AMZN) 3.2 $133M 739k 180.38
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.9 $120M +5% 286k 420.52
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.8 $119M +5% 782k 152.26
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Health Care Select Sector Spdr Fund Etf (XLV) 2.7 $112M 757k 147.73
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Jpmorgan Chase & Co Stock (JPM) 2.5 $105M 522k 200.30
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Walmart Stock (WMT) 2.4 $103M +211% 1.7M 60.17
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Nvidia Corporation Stock (NVDA) 2.1 $87M -27% 96k 903.56
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Vanguard S&p 500 Etf Etf (VOO) 1.9 $78M +15% 162k 480.70
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Caterpillar Stock (CAT) 1.8 $75M 205k 366.43
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Exxon Mobil Corp Stock (XOM) 1.8 $74M +12% 636k 116.24
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Mastercard Incorporated Cl A Stock (MA) 1.7 $70M 146k 481.57
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Procter And Gamble Stock (PG) 1.6 $69M +7% 423k 162.25
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Pepsico Stock (PEP) 1.6 $65M +9% 373k 175.01
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 1.5 $65M +12% 382k 169.37
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Southern Stock (SO) 1.5 $64M +9% 893k 71.74
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S&p Global Stock (SPGI) 1.5 $63M -13% 149k 425.45
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Bank America Corp Stock (BAC) 1.2 $51M +7% 1.4M 37.92
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United Parcel Service Inc Cl B Stock (UPS) 1.1 $48M +7% 320k 148.63
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Johnson & Johnson Stock (JNJ) 1.1 $47M +8% 296k 158.19
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Disney Walt Stock (DIS) 1.1 $46M +7% 380k 122.36
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Honeywell Intl Stock (HON) 1.1 $46M +7% 224k 205.25
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Blackrock Stock (BLK) 1.1 $45M 54k 833.70
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Mondelez Intl Inc Cl A Stock (MDLZ) 1.0 $44M -10% 628k 70.00
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Ishares Core Msci Eafe Etf Etf (IEFA) 1.0 $44M +38% 587k 74.22
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Mcdonalds Corp Stock (MCD) 1.0 $43M -4% 153k 281.95
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Chevron Corp Stock (CVX) 1.0 $43M +27% 270k 157.74
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Qualcomm Stock (QCOM) 1.0 $42M -6% 245k 169.30
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Phillips 66 Stock (PSX) 1.0 $41M -4% 251k 163.34
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Cisco Sys Stock (CSCO) 1.0 $41M +14% 819k 49.91
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Asml Holding N V N Y Registry Adr (ASML) 1.0 $41M +13% 42k 970.47
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Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE) 0.8 $36M 1.5M 23.94
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Ishares Russell 2000 Etf Etf (IWM) 0.8 $35M +6% 166k 210.30
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Canadian Pacific Kansas City Stock (CP) 0.8 $34M +15% 389k 88.17
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Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG) 0.8 $34M +50% 1.5M 22.71
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Csx Corp Stock (CSX) 0.8 $34M -5% 922k 37.07
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.8 $33M +23% 423k 77.31
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Kellanova Stock (K) 0.7 $31M +11% 546k 57.29
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Fedex Corp Stock (FDX) 0.7 $30M +3% 103k 289.74
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Cvs Health Corp Stock (CVS) 0.7 $29M +46% 359k 79.76
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Ge Healthcare Technologies Stock (GEHC) 0.7 $29M +32% 313k 90.91
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Vanguard Total Bond Market Etf Etf (BND) 0.6 $26M +4% 364k 72.63
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Goldman Sachs Group Stock (GS) 0.6 $26M +3% 62k 417.69
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Kinder Morgan Inc Del Stock (KMI) 0.6 $26M +8% 1.4M 18.34
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Starbucks Corp Stock (SBUX) 0.6 $25M 275k 91.39
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Vanguard Total Stock Market Etf Etf (VTI) 0.6 $24M -9% 93k 259.90
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Dupont De Nemours Stock (DD) 0.6 $24M +5% 316k 76.67
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Kenvue Stock (KVUE) 0.6 $24M +23% 1.1M 21.46
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Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP) 0.5 $23M +3% 922k 25.05
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Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI) 0.5 $22M +123% 1.0M 21.93
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Materials Select Sector Spdr Fund Etf (XLB) 0.5 $22M -4% 238k 92.89
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General Mls Stock (GIS) 0.5 $22M +55% 314k 69.97
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Vanguard Ultra-short Bond Etf Etf (VUSB) 0.5 $21M 425k 49.55
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.5 $20M +8% 395k 51.60
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Matador Res Stock (MTDR) 0.5 $20M 305k 66.77
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Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX) 0.4 $18M -3% 18M 1.00
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Cambria Shareholder Yield Etf Etf (SYLD) 0.4 $17M +63% 229k 73.27
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $17M 110k 150.93
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Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF) 0.4 $16M +4% 706k 23.23
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Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.4 $16M 267k 58.65
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Energy Select Sector Spdr Fund Etf (XLE) 0.4 $15M +3% 159k 94.41
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Sysco Corp Stock (SYY) 0.4 $15M +7% 182k 81.18
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Communication Services Select Sector Spdr Fund Etf (XLC) 0.3 $14M 172k 81.66
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Ishares Russell 1000 Etf Etf (IWB) 0.3 $14M +15% 48k 288.03
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Ishares Core S&p 500 Etf Etf (IVV) 0.3 $14M -3% 26k 525.74
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Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.3 $14M +97% 119k 115.81
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Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.3 $14M +3% 715k 19.21
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.3 $13M +7% 228k 57.86
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Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.3 $13M +14% 227k 57.57
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Proshares Short S&p500 Etf (SH) 0.3 $13M +2% 1.1M 11.86
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Blackrock Short Duration Bond Etf Etf (NEAR) 0.3 $13M +4% 255k 50.46
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Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN) 0.3 $13M -16% 384k 33.36
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Abbvie Stock (ABBV) 0.3 $13M 69k 182.10
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Distillate Us Fundamental Stability & Value Etf Etf (DSTL) 0.3 $12M 217k 53.91
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.3 $11M -3% 140k 81.78
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Ishares Msci United Kingdom Etf Etf (EWU) 0.3 $11M +11% 322k 34.21
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Invesco Nasdaq 100 Etf Etf (QQQM) 0.3 $11M -28% 58k 182.69
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Coca Cola Stock (KO) 0.3 $11M 172k 61.18
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.2 $9.9M 119k 83.58
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Vaneck Energy Income Etf Etf (EINC) 0.2 $9.9M -10% 129k 76.85
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Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.2 $9.5M 94k 101.41
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Crh Plc Ord Stock (CRH) 0.2 $9.4M +53% 109k 86.26
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Duke Energy Corp Stock (DUK) 0.2 $9.3M +75% 96k 96.71
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Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN) 0.2 $9.2M +1218% 234k 39.11
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Marriott Intl Inc New Cl A Stock (MAR) 0.2 $8.1M -31% 32k 252.31
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Invesco Qqq Trust Series I Etf (QQQ) 0.2 $7.7M -54% 17k 444.01
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Abbott Labs Stock (ABT) 0.2 $7.7M +2% 68k 113.66
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Home Depot Stock (HD) 0.2 $7.6M 20k 383.60
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Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG) 0.2 $7.3M -47% 207k 35.38
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Financial Select Sector Spdr Fund Etf (XLF) 0.2 $7.1M +7% 168k 42.12
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Conductor Global Equity Value Etf Etf (CGV) 0.2 $7.0M +17% 530k 13.28
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Meta Platforms Inc Cl A Stock (META) 0.2 $6.8M -7% 14k 485.59
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $6.6M +138% 19k 346.61
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.2 $6.3M 10.00 634440.00
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Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.2 $6.3M 126k 50.10
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Ge Aerospace Stock (GE) 0.1 $6.2M -15% 35k 175.53
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Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.1 $6.1M +2% 247k 24.81
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Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH) 0.1 $6.0M +13% 272k 22.16
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Spdr Gold Shares Etf (GLD) 0.1 $5.9M -2% 29k 205.72
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Visa Inc Com Cl A Stock (V) 0.1 $5.7M +27% 21k 279.08
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Eli Lilly & Co Stock (LLY) 0.1 $5.3M +3% 6.8k 777.91
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Yum Brands Stock (YUM) 0.1 $5.3M -2% 38k 138.65
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Innovator U.s. Equity Power Buffer Etf - October Etf (POCT) 0.1 $5.2M 138k 37.49
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Vaneck Gold Miners Etf Etf (GDX) 0.1 $5.1M -14% 163k 31.62
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Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.1 $5.1M +9% 67k 76.36
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NVR Stock (NVR) 0.1 $4.9M 603.00 8099.96
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Hershey Stock (HSY) 0.1 $4.9M +52% 25k 194.50
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Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.1 $4.8M +49% 88k 54.24
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Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR) 0.1 $4.8M +27% 130k 36.81
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Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.1 $4.5M NEW 56k 80.51
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Norfolk Southn Corp Stock (NSC) 0.1 $4.3M 17k 254.87
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Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $4.2M 34k 125.96
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Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $4.2M -11% 68k 62.06
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Costco Whsl Corp Stock (COST) 0.1 $4.2M +12% 5.7k 732.68
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Vanguard Small Cap Value Etf Etf (VBR) 0.1 $4.1M +3% 21k 191.88
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Old Dominion Freight Line Stock (ODFL) 0.1 $3.9M +223% 18k 219.31
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Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.1 $3.8M +6% 160k 23.85
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Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC) 0.1 $3.8M +32% 272k 13.87
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Broadcom Stock (AVGO) 0.1 $3.7M +8% 2.8k 1325.25
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Kkr & Co Stock (KKR) 0.1 $3.7M 37k 100.58
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Vanguard Information Technology Etf Etf (VGT) 0.1 $3.7M -3% 7.0k 524.37
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Servicenow Stock (NOW) 0.1 $3.6M -16% 4.8k 762.40
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Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.1 $3.6M -8% 86k 41.84
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Jpmorgan Ultra-short Income Etf Etf (JPST) 0.1 $3.5M -26% 70k 50.45
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Ft Vest U.s. Equity Buffer Fund - February Etf (FFEB) 0.1 $3.3M 74k 45.27
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Oneok Stock (OKE) 0.1 $3.3M +3% 41k 80.17
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Dow Stock (DOW) 0.1 $3.2M +3% 55k 57.93
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Wells Fargo Stock (WFC) 0.1 $2.9M -6% 50k 57.96
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Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $2.9M 7.2k 397.76
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Schwab Charles Corp Stock (SCHW) 0.1 $2.8M 39k 72.34
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Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY) 0.1 $2.8M -4% 86k 32.47
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Vanguard Real Estate Etf Etf (VNQ) 0.1 $2.8M +41% 32k 86.48
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Tesla Stock (TSLA) 0.1 $2.8M 16k 175.79
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Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN) 0.1 $2.8M -12% 80k 34.52
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Taiwan Semiconductor Mfg Adr (TSM) 0.1 $2.7M 20k 136.05
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Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP) 0.1 $2.7M -5% 73k 36.50
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Enterprise Prods Partners Stock (EPD) 0.1 $2.6M +2% 90k 29.18
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Booking Holdings Stock (BKNG) 0.1 $2.6M +2% 720.00 3627.88
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First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.1 $2.6M -41% 46k 56.17
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Ishares Biotechnology Etf Etf (IBB) 0.1 $2.5M -17% 19k 137.22
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Datadog Inc Cl A Stock (DDOG) 0.1 $2.5M 21k 123.60
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Shockwave Med Stock 0.1 $2.5M -40% 7.7k 325.63
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Lam Research Corp Stock (LRCX) 0.1 $2.5M 2.6k 971.45
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Thermo Fisher Scientific Stock (TMO) 0.1 $2.4M -6% 4.1k 581.23
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Pimco 1-5 Year Us Tips Index Exchange-traded Fund Pimco 1-5 Year U.s. Tips Etf (STPZ) 0.1 $2.3M 45k 51.50
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Stryker Corporation Stock (SYK) 0.1 $2.2M 6.2k 357.88
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Merck & Co Stock (MRK) 0.1 $2.1M +16% 16k 131.95
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Us Bancorp Del Stock (USB) 0.1 $2.1M 48k 44.70
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Jpmorgan Hedged Equity Laddered Overlay Etf Jpmorgan Hedged Equity Laddered Etf (HELO) 0.1 $2.1M +44% 38k 55.97
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International Business Machs Stock (IBM) 0.0 $2.1M -37% 11k 190.97
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Amphenol Corp New Cl A Stock (APH) 0.0 $2.1M 18k 115.35
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Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL) 0.0 $2.0M -5% 54k 37.98
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Invesco Currencyshares Swiss Franc Trust Etf (FXF) 0.0 $2.0M 21k 98.67
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Adobe Stock (ADBE) 0.0 $2.0M -41% 4.0k 504.60
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Amgen Stock (AMGN) 0.0 $2.0M +3% 7.1k 284.31
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Vanguard Value Etf Etf (VTV) 0.0 $2.0M -2% 12k 162.85
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Ford Mtr Co Del Stock (F) 0.0 $1.9M +218% 145k 13.28
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Spdr S&p Dividend Etf Etf (SDY) 0.0 $1.8M 13k 131.24
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Unitedhealth Group Stock (UNH) 0.0 $1.7M -30% 3.4k 494.75
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Innovator Growth-100 Power Buffer Etf- October Etf (NOCT) 0.0 $1.7M 36k 47.57
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Grayscale Bitcoin Trust Etf (GBTC) 0.0 $1.7M NEW 27k 63.17
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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $1.7M -2% 15k 115.30
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Nucor Corp Stock (NUE) 0.0 $1.6M +2% 8.2k 197.90
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Ishares Gold Trust Etf (IAU) 0.0 $1.6M 38k 42.01
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Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.0 $1.5M 20k 76.81
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Philip Morris Intl Stock (PM) 0.0 $1.5M +73% 17k 91.62
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Delta Air Lines Inc Del Stock (DAL) 0.0 $1.5M 32k 47.87
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Nike Inc Cl B Stock (NKE) 0.0 $1.5M +42% 16k 93.98
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Iron Mtn Inc Del Reit (IRM) 0.0 $1.5M +4% 18k 80.21
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Advanced Micro Devices Stock (AMD) 0.0 $1.5M +12% 8.0k 180.49
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Innovator U.s. Small Cap Power Buffer Etf - October Etf (KOCT) 0.0 $1.4M 49k 28.47
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Oracle Corp Stock (ORCL) 0.0 $1.3M -18% 11k 125.61
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Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $1.3M +143% 4.4k 304.71
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Crown Castle Reit (CCI) 0.0 $1.3M +42% 13k 105.83
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Netflix Stock (NFLX) 0.0 $1.3M +20% 2.1k 607.33
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Altria Group Stock (MO) 0.0 $1.3M +34% 29k 43.62
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Ishares Semiconductor Etf Etf (SOXX) 0.0 $1.3M +197% 5.6k 225.92
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Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $1.3M -2% 16k 81.43
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Spdr Euro Stoxx 50 Etf Etf (FEZ) 0.0 $1.3M 24k 52.55
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Spdr S&p Biotech Etf Etf (XBI) 0.0 $1.2M -79% 13k 94.89
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Truist Finl Corp Stock (TFC) 0.0 $1.2M -22% 32k 38.98
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Salesforce Stock (CRM) 0.0 $1.2M +18% 4.1k 301.18
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Emerson Elec Stock (EMR) 0.0 $1.2M +10% 11k 113.42
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Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - December Etf (XDEC) 0.0 $1.2M 34k 35.26
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Automatic Data Processing Stock (ADP) 0.0 $1.2M +23% 4.8k 249.72
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Vanguard Russell 2000 Etf Etf (VTWO) 0.0 $1.2M 14k 85.06
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Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $1.2M 14k 84.44
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Union Pac Corp Stock (UNP) 0.0 $1.2M -3% 4.8k 245.95
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $1.2M -4% 3.4k 337.01
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Intel Corp Stock (INTC) 0.0 $1.2M +12% 26k 44.17
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Eaton Corp Stock (ETN) 0.0 $1.2M 3.7k 312.68
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Occidental Pete Corp Stock (OXY) 0.0 $1.1M +59% 18k 64.99
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Deere & Co Stock (DE) 0.0 $1.1M +3% 2.8k 410.77
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Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV) 0.0 $1.1M 32k 35.55
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Lockheed Martin Corp Stock (LMT) 0.0 $1.1M 2.5k 454.90
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Caretrust Reit Reit (CTRE) 0.0 $1.1M 46k 24.37
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Ishares S&p 100 Etf Etf (OEF) 0.0 $1.1M 4.5k 247.41
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Illinois Tool Wks Stock (ITW) 0.0 $1.1M +3% 4.1k 268.33
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Bank Hawaii Corp Stock (BOH) 0.0 $1.1M -14% 17k 62.39
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Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $1.1M -10% 6.0k 179.11
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Boeing Stock (BA) 0.0 $1.1M +2% 5.5k 192.98
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Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $1.1M +5% 17k 61.05
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General Dynamics Corp Stock (GD) 0.0 $1.0M 3.6k 282.50
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Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $1.0M -9% 9.8k 103.79
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Phillips Edison & Co Reit (PECO) 0.0 $1.0M 28k 35.87
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Vanguard Growth Etf Etf (VUG) 0.0 $1.0M -3% 2.9k 344.17
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Rtx Corporation Stock (RTX) 0.0 $1.0M 10k 97.53
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Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.0 $1.0M -8% 5.5k 183.90
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Vanguard Long-term Bond Etf Etf (BLV) 0.0 $1.0M -59% 14k 72.33
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Darden Restaurants Stock (DRI) 0.0 $989k -5% 5.9k 167.15
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Parker-hannifin Corp Stock (PH) 0.0 $974k 1.8k 555.79
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Morgan Stanley Stock (MS) 0.0 $969k -2% 10k 94.16
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Southstate Corporation Stock (SSB) 0.0 $963k -11% 11k 85.03
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Hca Healthcare Stock (HCA) 0.0 $948k -14% 2.8k 333.53
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Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.0 $947k +9% 30k 31.95
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Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $932k NEW 17k 54.40
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Vanguard Small-cap Etf Etf (VB) 0.0 $931k +31% 4.1k 228.59
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Conocophillips Stock (COP) 0.0 $929k +7% 7.3k 127.28
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Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $915k -19% 1.6k 556.40
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $913k -25% 8.3k 110.51
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Lowes Cos Stock (LOW) 0.0 $912k +5% 3.6k 254.75
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Ammo Stock (POWW) 0.0 $910k +8% 331k 2.75
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.0 $903k +761% 15k 60.74
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Commerce Bancshares Stock (CBSH) 0.0 $888k 17k 53.20
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Pnc Finl Svcs Group Stock (PNC) 0.0 $887k +3% 5.5k 161.61
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Uber Technologies Stock (UBER) 0.0 $873k -9% 11k 76.99
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Vanguard Utilities Etf Etf (VPU) 0.0 $872k 6.1k 142.58
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Verizon Communications Stock (VZ) 0.0 $869k +12% 21k 41.96
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Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL) 0.0 $860k 31k 28.08
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Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.0 $849k +13% 54k 15.73
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Innovator Equity Defined Protection Etf - 2 Yr To July 2025 Etf (TJUL) 0.0 $847k NEW 32k 26.31
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Bristol-myers Squibb Stock (BMY) 0.0 $844k -8% 16k 54.23
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Target Corp Stock (TGT) 0.0 $839k -13% 4.7k 177.19
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Ishares Silver Trust Etf (SLV) 0.0 $838k 37k 22.75
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Grainger W W Stock (GWW) 0.0 $836k +3% 822.00 1017.30
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Alerian Mlp Etf Etf (AMLP) 0.0 $829k +14% 18k 47.46
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Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $821k 11k 73.15
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $783k -10% 19k 41.77
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Sealed Air Corp Stock (SEE) 0.0 $774k 21k 37.20
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Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB) 0.0 $774k +263% 23k 34.16
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Vanguard Total World Stock Etf Etf (VT) 0.0 $771k -2% 7.0k 110.50
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Marathon Pete Corp Stock (MPC) 0.0 $757k -18% 3.8k 201.50
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Applied Matls Stock (AMAT) 0.0 $751k +10% 3.6k 206.21
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Innovator International Developed Power Buffer Etf - October Etf (IOCT) 0.0 $750k 26k 28.92
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Innovator Equity Defined Protection Etf - 2 Yr To January 2026 Etf (AJAN) 0.0 $747k NEW 30k 24.90
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Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.0 $740k +16% 31k 23.80
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Ishares Msci Eafe Etf Etf (EFA) 0.0 $739k -7% 9.3k 79.86
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Seacoast Bkg Corp Fla Stock (SBCF) 0.0 $736k -6% 29k 25.39
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Danaher Corporation Stock (DHR) 0.0 $732k -21% 2.9k 249.72
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Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT) 0.0 $732k +135% 27k 27.00
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Vertex Pharmaceuticals Stock (VRTX) 0.0 $731k +27% 1.7k 418.01
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Texas Instrs Stock (TXN) 0.0 $727k -11% 4.2k 174.21
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Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $722k -2% 15k 49.24
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Pfizer Stock (PFE) 0.0 $719k 26k 27.75
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Enpro Stock (NPO) 0.0 $702k +19% 4.2k 168.77
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Valero Energy Corp Stock (VLO) 0.0 $700k -2% 4.1k 170.71
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Cdw Corp Stock (CDW) 0.0 $696k -6% 2.7k 255.78
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Ishares S&p 500 Value Etf Etf (IVE) 0.0 $682k 3.6k 186.81
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3M Stock (MMM) 0.0 $666k +15% 6.3k 106.07
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Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $659k +3% 2.1k 320.59
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American Express Stock (AXP) 0.0 $656k -11% 2.9k 227.69
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Republic Svcs Stock (RSG) 0.0 $652k +8% 3.4k 191.45
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Pgim Global High Yield Fd Form Cef (GHY) 0.0 $651k 55k 11.96
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Cincinnati Finl Corp Stock (CINF) 0.0 $646k +15% 5.2k 124.17
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Eog Res Stock (EOG) 0.0 $640k +9% 5.0k 127.84
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Ishares Msci Japan Etf Etf (EWJ) 0.0 $629k 8.8k 71.35
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Aflac Stock (AFL) 0.0 $628k +8% 7.3k 85.86
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Chipotle Mexican Grill Stock (CMG) 0.0 $628k +42% 216.00 2906.77
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Tjx Cos Stock (TJX) 0.0 $627k -9% 6.2k 101.43
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Sap Se Adr (SAP) 0.0 $623k 3.2k 195.03
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Nuveen Cr Strategies Income Cef (JQC) 0.0 $613k 110k 5.57
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Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $602k +16% 5.7k 104.73
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Gilead Sciences Stock (GILD) 0.0 $599k -5% 8.2k 73.25
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Innovator International Developed Power Buffer Etf - January Etf (IJAN) 0.0 $599k NEW 19k 31.29
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Proshares Ultrashort Euro Etf (EUO) 0.0 $598k 19k 30.96
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Humana Stock (HUM) 0.0 $594k 1.7k 346.78
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Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK) 0.0 $588k 30k 19.42
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Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 0.0 $577k -2% 3.7k 154.93
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Nikola Corp Stock (NKLA) 0.0 $575k 553k 1.04
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Analog Devices Stock (ADI) 0.0 $564k -7% 2.9k 197.79
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Invesco Currencyshares British Pound Sterling Trust Etf (FXB) 0.0 $558k 4.6k 121.57
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At&t Stock (T) 0.0 $555k -2% 32k 17.60
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Light & Wonder Stock (LNW) 0.0 $546k 5.4k 102.09
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American Elec Pwr Stock (AEP) 0.0 $543k +9% 6.3k 86.10
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Travelers Companies Stock (TRV) 0.0 $531k 2.3k 230.14
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Hubbell Stock (HUBB) 0.0 $531k NEW 1.3k 415.13
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Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $530k 4.0k 131.92
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Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC) 0.0 $529k -7% 15k 36.60
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Waste Mgmt Inc Del Stock (WM) 0.0 $529k -2% 2.5k 213.15
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Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.0 $528k 5.1k 102.76
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Intuit Stock (INTU) 0.0 $525k -22% 808.00 650.00
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Schwab Fundamental Us Large Co. Index Etf Etf (FNDX) 0.0 $525k -21% 7.8k 67.39
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Colgate Palmolive Stock (CL) 0.0 $523k 5.8k 90.05
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Arista Networks Stock (ANET) 0.0 $509k +7% 1.8k 289.98
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Nextera Energy Stock (NEE) 0.0 $506k -4% 7.9k 63.91
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $506k -29% 4.2k 120.98
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Marsh & Mclennan Cos Stock (MMC) 0.0 $506k 2.5k 205.98
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Ishares Russell Midcap Etf Etf (IWR) 0.0 $498k -8% 5.9k 84.09
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Novo-nordisk A S Adr (NVO) 0.0 $497k -4% 3.9k 128.40
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Axon Enterprise Stock (AXON) 0.0 $491k +47% 1.6k 312.88
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Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.0 $488k -17% 4.8k 100.70
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Comcast Corp New Cl A Stock (CMCSA) 0.0 $482k +6% 11k 43.35
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The Cigna Group Stock (CI) 0.0 $481k 1.3k 363.19
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Jpmorgan Income Etf Etf (JPIE) 0.0 $476k NEW 10k 45.56
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Kimberly-clark Corp Stock (KMB) 0.0 $473k +5% 3.7k 129.35
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Summit Matls Inc Cl A Stock (SUM) 0.0 $472k +4% 11k 44.57
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $468k 2.8k 164.35
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Barrick Gold Corp Stock (GOLD) 0.0 $464k 28k 16.64
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Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 0.0 $463k -64% 9.8k 47.44
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Cleveland-cliffs Stock (CLF) 0.0 $462k +4% 20k 22.74
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Plymouth Indl Reit Reit (PLYM) 0.0 $455k -5% 20k 22.50
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Ft Vest U.s. Equity Moderate Buffer Etf - October Etf (GOCT) 0.0 $455k 14k 33.43
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Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $445k 11k 41.87
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Vanguard Extended Market Etf Etf (VXF) 0.0 $436k -25% 2.5k 175.28
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Xylem Stock (XYL) 0.0 $434k 3.4k 129.24
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Cme Group Stock (CME) 0.0 $433k -6% 2.0k 215.29
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Ppg Inds Stock (PPG) 0.0 $432k -24% 3.0k 144.90
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Ishares Exponential Technologies Etf Etf (XT) 0.0 $430k 7.2k 59.62
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Wex Stock (WEX) 0.0 $426k 1.8k 237.53
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Medtronic Stock (MDT) 0.0 $426k +4% 4.9k 87.15
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Lauder Estee Cos Inc Cl A Stock (EL) 0.0 $424k 2.8k 154.17
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Blackstone Stock (BX) 0.0 $422k 3.2k 131.37
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Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $419k -8% 10k 41.08
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Gallagher Arthur J & Co Stock (AJG) 0.0 $418k +21% 1.7k 250.04
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Commercial Metals Stock (CMC) 0.0 $417k 7.1k 58.77
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Vertiv Holdings Co Com Cl A Stock (VRT) 0.0 $417k +8% 5.1k 81.67
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Ecolab Stock (ECL) 0.0 $417k -5% 1.8k 230.90
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Pgim High Yield Bond Fund Cef (ISD) 0.0 $416k 32k 12.99
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Wk Kellogg Stock (KLG) 0.0 $414k -81% 22k 18.80
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Verisk Analytics Stock (VRSK) 0.0 $413k -15% 1.8k 235.73
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First Trust Us Equity Opportunities Etf Etf (FPX) 0.0 $412k 3.9k 105.80
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Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB) 0.0 $410k NEW 12k 34.44
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Palo Alto Networks Stock (PANW) 0.0 $405k +7% 1.4k 284.13
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Shopify Inc Cl A Stock (SHOP) 0.0 $402k 5.2k 77.17
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Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR) 0.0 $396k -25% 12k 33.59
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Ft Vest U.s. Equity Moderate Buffer Etf - July Etf (GJUL) 0.0 $395k -14% 12k 33.87
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Ameriprise Finl Stock (AMP) 0.0 $391k +2% 891.00 438.35
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Peakstone Realty Trust Common Shares Reit (PKST) 0.0 $387k 24k 16.13
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Martin Marietta Matls Stock (MLM) 0.0 $387k 630.00 613.94
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $386k -11% 2.1k 182.59
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Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.0 $382k 5.0k 76.19
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Jpmorgan Active Bond Etf Etf (JBND) 0.0 $378k NEW 7.2k 52.53
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Sempra Stock (SRE) 0.0 $374k -6% 5.2k 71.83
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Vanguard Large-cap Etf Etf (VV) 0.0 $374k NEW 1.6k 239.76
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Boston Scientific Corp Stock (BSX) 0.0 $373k 5.4k 68.49
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GSK Adr (GSK) 0.0 $368k 8.6k 42.87
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Canadian Natl Ry Stock (CNI) 0.0 $367k -11% 2.8k 131.71
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Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.0 $367k -10% 3.2k 114.96
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Clearbridge Mlp And Midstrm Cef (CEM) 0.0 $366k 8.0k 45.78
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Air Prods & Chems Stock (APD) 0.0 $360k 1.5k 242.27
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Ishares Preferred & Income Securities Etf Etf (PFF) 0.0 $359k NEW 11k 32.23
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Quanta Svcs Stock (PWR) 0.0 $359k -2% 1.4k 259.78
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Kraft Heinz Stock (KHC) 0.0 $358k -2% 9.7k 36.90