Kathmere Capital Management
Latest statistics and disclosures from Kathmere Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VLUE, VEA, VV, VGIT, QUAL, and represent 19.02% of Kathmere Capital Management's stock portfolio.
- Added to shares of these 10 stocks: GMED (+$23M), BSMT (+$9.8M), BOXX (+$7.1M), SCHR (+$5.2M), BSCT, VEA, SCHF, DCRE, JAAA, FNDA.
- Started 55 new stock positions in DFS, CB, GBIL, RPM, CACI, CHTR, ENB, CLPR, ULTA, SVRE.
- Reduced shares in these 10 stocks: IBMR (-$9.2M), Ishares Tr ibnd dec24 etf, IBDU, IBDQ, Ishares Tr ibonds dec, VGIT, Saverone 2014, JMST, MINT, CNI.
- Sold out of its positions in ASGN, Arista Networks, BlackRock, CI, CARR, CX, FERG, FCX, GPC, GSK.
- Kathmere Capital Management was a net buyer of stock by $85M.
- Kathmere Capital Management has $1.1B in assets under management (AUM), dropping by 4.58%.
- Central Index Key (CIK): 0001794543
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Portfolio Holdings for Kathmere Capital Management
Kathmere Capital Management holds 410 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Value (VLUE) | 4.3 | $48M | +3% | 455k | 105.61 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.0 | $45M | +9% | 934k | 47.82 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 3.7 | $41M | 151k | 269.70 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.6 | $40M | -6% | 695k | 58.00 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.5 | $39M | 217k | 178.08 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 3.4 | $38M | 182k | 206.92 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.2 | $36M | +3% | 619k | 57.53 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 2.1 | $24M | -10% | 950k | 25.05 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 2.1 | $24M | 987k | 24.07 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 2.1 | $24M | +2% | 990k | 23.96 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.1 | $24M | +2% | 948k | 24.90 |
|
| Globus Med Cl A (GMED) | 2.1 | $23M | NEW | 279k | 82.71 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 2.0 | $22M | +5% | 804k | 27.11 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $22M | +2% | 491k | 44.04 |
|
| Apple (AAPL) | 1.9 | $21M | +7% | 83k | 250.42 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 1.6 | $18M | -17% | 796k | 22.80 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 1.5 | $17M | +3% | 517k | 32.68 |
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 1.5 | $16M | 617k | 26.61 |
|
|
| Doubleline Etf Trust Commercial Real (DCRE) | 1.4 | $16M | +22% | 314k | 51.46 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.4 | $16M | +21% | 318k | 50.71 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.4 | $16M | +6% | 429k | 37.12 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 1.4 | $16M | 623k | 25.46 |
|
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 1.4 | $16M | 628k | 25.14 |
|
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 1.4 | $16M | 627k | 25.18 |
|
|
| Ishares Tr Msci Intl Moment (IMTM) | 1.3 | $15M | +4% | 398k | 37.40 |
|
| Etf Ser Solutions Distillate Smlmd (DSMC) | 1.2 | $14M | +5% | 396k | 34.95 |
|
| Walker & Dunlop (WD) | 1.2 | $14M | 138k | 97.21 |
|
|
| Microsoft Corporation (MSFT) | 1.1 | $12M | +23% | 28k | 421.50 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.0 | $12M | 28k | 410.43 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 1.0 | $12M | +2% | 68k | 169.30 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.0 | $11M | 45k | 240.28 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.9 | $10M | +3% | 352k | 29.05 |
|
| Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) | 0.9 | $9.8M | NEW | 426k | 22.94 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.9 | $9.6M | -6% | 96k | 100.34 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $7.3M | +10% | 55k | 134.29 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $7.3M | +100% | 394k | 18.50 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.3M | +16% | 16k | 453.28 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.6 | $7.1M | NEW | 64k | 110.28 |
|
| Ea Series Trust Us Quan Value (QVAL) | 0.6 | $6.5M | 145k | 44.64 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $6.2M | 119k | 52.47 |
|
|
| Ea Series Trust Us Quan Momentum (QMOM) | 0.6 | $6.2M | -2% | 96k | 64.13 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.5 | $5.9M | +90% | 198k | 29.70 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.5 | $5.5M | +38% | 112k | 49.62 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $5.4M | 56k | 96.83 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.5 | $5.2M | NEW | 215k | 24.29 |
|
| Wal-Mart Stores (WMT) | 0.4 | $4.9M | +7% | 55k | 90.35 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.4 | $4.8M | NEW | 259k | 18.34 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $4.7M | +2% | 16k | 289.81 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.4 | $4.6M | -4% | 40k | 115.18 |
|
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.4 | $4.6M | -3% | 105k | 43.20 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $4.0M | +7% | 4.4k | 916.27 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $4.0M | +4% | 21k | 190.44 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.4 | $4.0M | 116k | 34.21 |
|
|
| Visa Com Cl A (V) | 0.4 | $4.0M | +16% | 13k | 316.04 |
|
| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.4 | $3.9M | -70% | 157k | 24.98 |
|
| Amazon (AMZN) | 0.3 | $3.8M | +22% | 17k | 219.38 |
|
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.3 | $3.6M | -3% | 62k | 58.27 |
|
| Home Depot (HD) | 0.3 | $3.5M | +3% | 8.9k | 389.01 |
|
| Aon Shs Cl A (AON) | 0.3 | $3.4M | 9.4k | 359.16 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $3.3M | +7% | 20k | 167.65 |
|
| Ea Series Trust Intl Quan Value (IVAL) | 0.3 | $3.3M | +2% | 137k | 24.02 |
|
| Johnson & Johnson (JNJ) | 0.3 | $3.3M | -7% | 23k | 144.62 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $3.2M | +5% | 4.1k | 772.04 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.3 | $3.2M | -3% | 56k | 57.27 |
|
| Ea Series Trust Intl Quan Momntm (IMOM) | 0.3 | $3.0M | +3% | 115k | 26.55 |
|
| Innovator Etfs Trust Laddered Alc Bfr (BUFB) | 0.3 | $2.9M | +2% | 90k | 32.30 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $2.9M | +188% | 124k | 23.18 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.9M | +135% | 5.3k | 538.76 |
|
| Cisco Systems (CSCO) | 0.3 | $2.8M | +17% | 48k | 59.20 |
|
| Ishares Tr Broad Usd High (USHY) | 0.2 | $2.8M | 75k | 36.79 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $2.7M | 25k | 107.57 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $2.7M | -30% | 53k | 50.71 |
|
| Verizon Communications (VZ) | 0.2 | $2.7M | +3% | 67k | 39.99 |
|
| UnitedHealth (UNH) | 0.2 | $2.7M | -4% | 5.3k | 505.86 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $2.6M | 99k | 26.63 |
|
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 0.2 | $2.5M | 122k | 20.48 |
|
|
| Philip Morris International (PM) | 0.2 | $2.3M | +45% | 19k | 120.35 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $2.2M | +12% | 62k | 36.32 |
|
| Meta Platforms Cl A (META) | 0.2 | $2.2M | +15% | 3.8k | 585.48 |
|
| Altria (MO) | 0.2 | $2.2M | +2% | 42k | 52.29 |
|
| Relx Sponsored Adr (RELX) | 0.2 | $2.2M | +7% | 48k | 45.42 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $2.1M | +9% | 11k | 197.49 |
|
| Oracle Corporation (ORCL) | 0.2 | $2.1M | 12k | 166.63 |
|
|
| Broadcom (AVGO) | 0.2 | $2.0M | +19% | 8.8k | 231.84 |
|
| Merck & Co (MRK) | 0.2 | $2.0M | -2% | 21k | 99.48 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $2.0M | +13% | 4.2k | 485.92 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.2 | $2.0M | 38k | 53.44 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.2 | $2.0M | 60k | 33.34 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.0M | +54% | 5.6k | 351.79 |
|
| Honeywell International (HON) | 0.2 | $1.9M | +7% | 8.5k | 225.88 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.8M | +23% | 7.6k | 239.72 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $1.8M | +6% | 54k | 33.21 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $1.7M | -6% | 20k | 86.02 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $1.7M | +4% | 5.3k | 323.83 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.6M | +4% | 9.4k | 172.42 |
|
| Gilead Sciences (GILD) | 0.1 | $1.6M | +42% | 18k | 92.37 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.6M | +27% | 8.5k | 189.29 |
|
| Tesla Motors (TSLA) | 0.1 | $1.6M | +130% | 3.9k | 403.88 |
|
| PNC Financial Services (PNC) | 0.1 | $1.5M | +4% | 8.0k | 192.86 |
|
| Waste Management (WM) | 0.1 | $1.5M | +2% | 7.5k | 201.80 |
|
| AFLAC Incorporated (AFL) | 0.1 | $1.5M | 15k | 103.44 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $1.5M | +18% | 5.1k | 292.71 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.5M | +9% | 34k | 43.95 |
|
| Pepsi (PEP) | 0.1 | $1.4M | -24% | 9.5k | 152.06 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.4M | +6% | 6.4k | 228.05 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.4M | +206% | 13k | 115.22 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.1 | $1.4M | 28k | 49.16 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.4M | +44% | 23k | 58.93 |
|
| Franklin Templeton Etf Tr Senior Loan Etf (FLBL) | 0.1 | $1.4M | 56k | 24.27 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.4M | +150% | 18k | 75.63 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.4M | +25% | 18k | 77.27 |
|
| Illinois Tool Works (ITW) | 0.1 | $1.3M | +17% | 5.1k | 253.54 |
|
| Allstate Corporation (ALL) | 0.1 | $1.3M | +2% | 6.7k | 192.78 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.1 | $1.3M | +59% | 34k | 37.65 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.1 | $1.3M | +18% | 12k | 109.32 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $1.3M | -27% | 13k | 97.31 |
|
| CRH Ord (CRH) | 0.1 | $1.3M | +5% | 14k | 92.52 |
|
| McKesson Corporation (MCK) | 0.1 | $1.2M | +7% | 2.1k | 569.93 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $1.2M | 600.00 | 1990.93 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | -19% | 2.7k | 444.68 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.2M | NEW | 19k | 62.31 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.2M | +336% | 43k | 27.87 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $1.2M | -7% | 13k | 90.91 |
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.1 | $1.1M | 24k | 47.89 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $1.1M | -6% | 5.4k | 212.40 |
|
| Infosys Sponsored Adr (INFY) | 0.1 | $1.1M | +6% | 52k | 21.92 |
|
| Travelers Companies (TRV) | 0.1 | $1.1M | +12% | 4.7k | 240.88 |
|
| Kroger (KR) | 0.1 | $1.1M | +3% | 18k | 61.15 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.1M | 19k | 58.18 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $1.1M | +9% | 12k | 88.79 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.1M | +327% | 9.3k | 117.48 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $1.1M | +41% | 9.7k | 110.25 |
|
| Invesco Currencyshares Euro Euro Shs (FXE) | 0.1 | $1.1M | 11k | 95.66 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.1M | +5% | 5.4k | 198.18 |
|
| O'reilly Automotive (ORLY) | 0.1 | $1.1M | +10% | 894.00 | 1185.80 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.1M | +46% | 15k | 70.24 |
|
| Ubs Group SHS (UBS) | 0.1 | $1.1M | +3% | 35k | 30.32 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $1.0M | 48k | 21.89 |
|
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $1.0M | 21k | 49.95 |
|
|
| Marriott Intl Cl A (MAR) | 0.1 | $1.0M | +3% | 3.6k | 278.94 |
|
| Zoetis Cl A (ZTS) | 0.1 | $1.0M | 6.2k | 162.94 |
|
|
| Booking Holdings (BKNG) | 0.1 | $1.0M | +9% | 202.00 | 4968.42 |
|
| General Dynamics Corporation (GD) | 0.1 | $974k | +4% | 3.7k | 263.49 |
|
| At&t (T) | 0.1 | $934k | +124% | 41k | 22.77 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $930k | +10% | 3.8k | 246.21 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $921k | +11% | 1.7k | 526.57 |
|
| Celestica (CLS) | 0.1 | $903k | -4% | 9.8k | 92.30 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $884k | -17% | 41k | 21.72 |
|
| eBay (EBAY) | 0.1 | $883k | 14k | 61.95 |
|
|
| General Mills (GIS) | 0.1 | $866k | -3% | 14k | 63.77 |
|
| Pacer Fds Tr Trendpilot Intl (PTIN) | 0.1 | $848k | +3% | 31k | 27.75 |
|
| Goldman Sachs (GS) | 0.1 | $841k | +10% | 1.5k | 572.62 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $819k | 120k | 6.82 |
|
|
| AutoZone (AZO) | 0.1 | $813k | +7% | 254.00 | 3202.00 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $809k | +7% | 2.4k | 339.95 |
|
| Amgen (AMGN) | 0.1 | $795k | 3.0k | 260.68 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $782k | +24% | 6.8k | 115.72 |
|
| International Business Machines (IBM) | 0.1 | $771k | +91% | 3.5k | 219.82 |
|
| Hartford Financial Services (HIG) | 0.1 | $766k | +6% | 7.0k | 109.40 |
|
| KAR Auction Services (KAR) | 0.1 | $762k | 38k | 19.84 |
|
|
| Citigroup Com New (C) | 0.1 | $761k | +10% | 11k | 70.39 |
|
| Progressive Corporation (PGR) | 0.1 | $759k | +49% | 3.2k | 239.63 |
|
| 3M Company (MMM) | 0.1 | $748k | +3% | 5.8k | 129.09 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $734k | NEW | 9.8k | 74.73 |
|
| Caterpillar (CAT) | 0.1 | $734k | +31% | 2.0k | 362.81 |
|
| Ge Aerospace Com New (GE) | 0.1 | $722k | +11% | 4.3k | 166.77 |
|
| Fastenal Company (FAST) | 0.1 | $721k | +5% | 10k | 71.91 |
|
| Cadence Design Systems (CDNS) | 0.1 | $720k | -7% | 2.4k | 300.46 |
|
| Builders FirstSource (BLDR) | 0.1 | $720k | -2% | 5.0k | 142.93 |
|
| Lowe's Companies (LOW) | 0.1 | $718k | +4% | 2.9k | 246.80 |
|
| Republic Services (RSG) | 0.1 | $713k | +4% | 3.5k | 201.20 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $713k | +220% | 27k | 26.07 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $686k | -9% | 5.2k | 131.03 |
|
| American Intl Group Com New (AIG) | 0.1 | $685k | -2% | 9.4k | 72.80 |
|
| Paychex (PAYX) | 0.1 | $679k | +14% | 4.8k | 140.21 |
|
| J&J Snack Foods (JJSF) | 0.1 | $675k | -12% | 4.3k | 155.13 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $672k | -12% | 4.8k | 139.50 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $662k | +45% | 13k | 49.46 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $655k | 18k | 37.53 |
|
|
| Affiliated Managers (AMG) | 0.1 | $654k | -41% | 3.5k | 184.92 |
|
| Godaddy Cl A (GDDY) | 0.1 | $652k | +5% | 3.3k | 197.37 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $649k | +5% | 8.4k | 76.83 |
|
| Barclays Adr (BCS) | 0.1 | $644k | +10% | 48k | 13.29 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $643k | -32% | 11k | 59.73 |
|
| PLDT Sponsored Adr (PHI) | 0.1 | $643k | +15% | 29k | 22.15 |
|
| Leidos Holdings (LDOS) | 0.1 | $640k | +64% | 4.4k | 144.07 |
|
| Natwest Group Spons Adr (NWG) | 0.1 | $639k | 63k | 10.17 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $638k | 1.6k | 401.58 |
|
|
| Verisk Analytics (VRSK) | 0.1 | $633k | -5% | 2.3k | 275.44 |
|
| Capital One Financial (COF) | 0.1 | $629k | +5% | 3.5k | 178.32 |
|
| Saverone 2014 Sponsored Ads (SVRE) | 0.1 | $623k | NEW | 623k | 1.00 |
|
| S&p Global (SPGI) | 0.1 | $614k | +7% | 1.2k | 498.03 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $609k | 15k | 40.92 |
|
|
| W.W. Grainger (GWW) | 0.1 | $605k | +12% | 574.00 | 1054.14 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $603k | 8.1k | 74.02 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $602k | +33% | 11k | 56.56 |
|
| Netflix (NFLX) | 0.1 | $579k | -6% | 649.00 | 891.32 |
|
| Valero Energy Corporation (VLO) | 0.1 | $574k | +20% | 4.7k | 122.59 |
|
| Linde SHS (LIN) | 0.1 | $571k | +3% | 1.4k | 418.67 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $570k | -6% | 7.4k | 76.90 |
|
| Synchrony Financial (SYF) | 0.1 | $568k | +7% | 8.7k | 65.00 |
|
| Pulte (PHM) | 0.0 | $551k | -2% | 5.1k | 108.90 |
|
| Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) | 0.0 | $547k | 12k | 44.56 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $546k | +12% | 2.4k | 224.35 |
|
| TJX Companies (TJX) | 0.0 | $546k | +79% | 4.5k | 120.81 |
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.0 | $546k | +3% | 7.0k | 77.89 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $544k | +87% | 26k | 21.35 |
|
| Rbc Cad (RY) | 0.0 | $539k | +4% | 4.5k | 120.51 |
|
| American Express Company (AXP) | 0.0 | $532k | +39% | 1.8k | 296.79 |
|
| Orix Corp Sponsored Adr (IX) | 0.0 | $531k | -4% | 5.0k | 106.23 |
|
| Walt Disney Company (DIS) | 0.0 | $530k | +33% | 4.8k | 111.35 |
|
| Dell Technologies CL C (DELL) | 0.0 | $530k | -2% | 4.6k | 115.24 |
|
| Blackrock (BLK) | 0.0 | $528k | NEW | 515.00 | 1025.25 |
|
| Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) | 0.0 | $526k | NEW | 23k | 23.33 |
|
| Vanguard Wellington Us Value Factr (VFVA) | 0.0 | $524k | +2% | 4.4k | 118.38 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $524k | 14k | 37.42 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.0 | $524k | NEW | 22k | 23.57 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.0 | $523k | NEW | 22k | 23.60 |
|
| Abbvie (ABBV) | 0.0 | $515k | +16% | 2.9k | 177.69 |
|
| Hp (HPQ) | 0.0 | $514k | 16k | 32.63 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $513k | -17% | 814.00 | 630.12 |
|
| Finvolution Group Sponsored Ads (FINV) | 0.0 | $509k | +23% | 75k | 6.79 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $506k | 12k | 41.61 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.0 | $503k | 12k | 42.25 |
|
|
| Lennox International (LII) | 0.0 | $502k | 824.00 | 609.30 |
|
|
| Emerson Electric (EMR) | 0.0 | $498k | NEW | 4.0k | 123.92 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $498k | +34% | 2.5k | 195.83 |
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.0 | $494k | +3% | 9.2k | 53.56 |
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $493k | +19% | 32k | 15.52 |
|
| Jabil Circuit (JBL) | 0.0 | $488k | +6% | 3.4k | 143.90 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $487k | +23% | 783.00 | 621.80 |
|
| P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.0 | $487k | -3% | 30k | 16.45 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $485k | NEW | 4.4k | 110.53 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $483k | +6% | 9.3k | 52.22 |
|
| Palo Alto Networks (PANW) | 0.0 | $482k | +184% | 2.6k | 181.96 |
|
| Cardinal Health (CAH) | 0.0 | $481k | +4% | 4.1k | 118.27 |
|
| CF Industries Holdings (CF) | 0.0 | $471k | +14% | 5.5k | 85.32 |
|
| Best Buy (BBY) | 0.0 | $471k | -19% | 5.5k | 85.80 |
|
| AmerisourceBergen (COR) | 0.0 | $470k | +14% | 2.1k | 224.70 |
|
| Coca-Cola Company (KO) | 0.0 | $467k | +17% | 7.5k | 62.26 |
|
| Abbott Laboratories (ABT) | 0.0 | $464k | +10% | 4.1k | 113.11 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $462k | -3% | 36k | 12.86 |
|
| Deere & Company (DE) | 0.0 | $459k | +8% | 1.1k | 423.61 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $458k | +75% | 1.0k | 447.38 |
|
| Fidelity National Information Services (FIS) | 0.0 | $454k | +30% | 5.6k | 80.77 |
|
| Expedia Group Com New (EXPE) | 0.0 | $453k | 2.4k | 186.33 |
|
|
| Ge Vernova (GEV) | 0.0 | $451k | NEW | 1.4k | 328.93 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $451k | +11% | 5.3k | 84.79 |
|
| Emcor (EME) | 0.0 | $449k | +4% | 990.00 | 453.90 |
|
| Haleon Spon Ads (HLN) | 0.0 | $449k | +131% | 47k | 9.54 |
|
| Essential Utils (WTRG) | 0.0 | $447k | -13% | 12k | 36.32 |
|
| Church & Dwight (CHD) | 0.0 | $447k | +2% | 4.3k | 104.70 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $444k | +7% | 9.3k | 47.83 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $441k | 847.00 | 520.23 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $436k | +7% | 1.5k | 290.04 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $435k | +10% | 45k | 9.72 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $419k | 12k | 35.48 |
|
|
| Yum! Brands (YUM) | 0.0 | $418k | +22% | 3.1k | 134.18 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $413k | +45% | 701.00 | 588.68 |
|
| Manulife Finl Corp (MFC) | 0.0 | $410k | +4% | 13k | 30.71 |
|
| Vanguard Wellington Us Momentum (VFMO) | 0.0 | $409k | 2.5k | 164.37 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $409k | +41% | 1.5k | 264.16 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $405k | +12% | 5.3k | 76.24 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $404k | +18% | 3.0k | 134.34 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $404k | 4.0k | 102.09 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $403k | +29% | 4.5k | 89.32 |
|
| Nextera Energy (NEE) | 0.0 | $403k | +10% | 5.6k | 71.69 |
|
| Hershey Company (HSY) | 0.0 | $401k | NEW | 2.4k | 169.31 |
|
| Anthem (ELV) | 0.0 | $400k | NEW | 1.1k | 368.92 |
|
| Msci (MSCI) | 0.0 | $400k | +15% | 667.00 | 600.01 |
|
| Chevron Corporation (CVX) | 0.0 | $400k | +24% | 2.8k | 144.83 |
|
| Oneok (OKE) | 0.0 | $396k | +4% | 3.9k | 100.39 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $390k | +22% | 5.6k | 70.28 |
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $383k | 43k | 8.87 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $382k | 717.00 | 532.43 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $373k | NEW | 730.00 | 511.36 |
|
| Imperial Oil Com New (IMO) | 0.0 | $371k | -5% | 6.0k | 61.60 |
|
| Vanguard Wellington Us Quality (VFQY) | 0.0 | $370k | +2% | 2.6k | 140.89 |
|
| Cdw (CDW) | 0.0 | $365k | -13% | 2.1k | 174.04 |
|
| Simon Property (SPG) | 0.0 | $363k | +2% | 2.1k | 172.21 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $363k | -24% | 134k | 2.72 |
|
| Suncor Energy (SU) | 0.0 | $362k | 10k | 35.68 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $361k | +8% | 1.1k | 331.87 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $360k | 7.4k | 48.42 |
|
|
| NVR (NVR) | 0.0 | $360k | +2% | 44.00 | 8178.91 |
|
| salesforce (CRM) | 0.0 | $356k | +7% | 1.1k | 334.33 |
|
| M&T Bank Corporation (MTB) | 0.0 | $353k | +7% | 1.9k | 188.01 |
|
| Morgan Stanley Com New (MS) | 0.0 | $350k | +19% | 2.8k | 125.72 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $349k | +10% | 1.9k | 186.70 |
|
| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 0.0 | $349k | 7.3k | 47.95 |
|
|
| Target Corporation (TGT) | 0.0 | $344k | +2% | 2.5k | 135.18 |
|
| Boeing Company (BA) | 0.0 | $340k | +28% | 1.9k | 177.00 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $340k | +2% | 1.2k | 283.88 |
|
| Canadian Natl Ry (CNI) | 0.0 | $338k | -66% | 3.3k | 101.51 |
|
| Servicenow (NOW) | 0.0 | $335k | +22% | 316.00 | 1060.12 |
|
| Nike CL B (NKE) | 0.0 | $335k | +8% | 4.4k | 75.68 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $332k | +32% | 8.1k | 41.02 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $331k | -18% | 5.1k | 65.52 |
|
| Metropcs Communications (TMUS) | 0.0 | $324k | +8% | 1.5k | 220.73 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $321k | -4% | 2.4k | 136.37 |
|
| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.0 | $319k | 2.8k | 114.11 |
|
|
| Equitable Holdings (EQH) | 0.0 | $318k | 6.7k | 47.17 |
|
|
| Cummins (CMI) | 0.0 | $312k | +21% | 896.00 | 348.46 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $311k | +15% | 673.00 | 462.23 |
|
| ConocoPhillips (COP) | 0.0 | $309k | +19% | 3.1k | 99.17 |
|
| CBOE Holdings (CBOE) | 0.0 | $306k | +56% | 1.6k | 195.40 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $305k | 5.5k | 55.66 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $302k | 8.8k | 34.33 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $301k | -14% | 4.8k | 62.65 |
|
| Prospect Capital Corporation (PSEC) | 0.0 | $299k | 70k | 4.31 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $297k | +5% | 3.9k | 75.61 |
|
| Shopify Cl A (SHOP) | 0.0 | $296k | +2% | 2.8k | 106.33 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $293k | 1.2k | 242.17 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $291k | +21% | 1.0k | 289.95 |
|
| Stryker Corporation (SYK) | 0.0 | $291k | NEW | 809.00 | 359.91 |
|
| Medtronic SHS (MDT) | 0.0 | $291k | NEW | 3.6k | 79.88 |
|
| Deutsche Bank A G Namen Akt (DB) | 0.0 | $291k | +15% | 17k | 17.05 |
|
| Quanta Services (PWR) | 0.0 | $290k | +14% | 918.00 | 316.05 |
|
| Masco Corporation (MAS) | 0.0 | $290k | +13% | 4.0k | 72.57 |
|
| Innovator Etfs Trust Us Eqty Bufr May (BMAY) | 0.0 | $289k | 7.2k | 40.32 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $289k | NEW | 844.00 | 342.77 |
|
| Williams-Sonoma (WSM) | 0.0 | $285k | -13% | 1.5k | 185.18 |
|
| Steel Dynamics (STLD) | 0.0 | $283k | +2% | 2.5k | 114.07 |
|
| Intuit (INTU) | 0.0 | $275k | -9% | 438.00 | 628.50 |
|
| Moody's Corporation (MCO) | 0.0 | $275k | 581.00 | 473.47 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $273k | +13% | 2.3k | 117.53 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $273k | NEW | 2.7k | 102.50 |
|
| Brown & Brown (BRO) | 0.0 | $272k | +9% | 2.7k | 102.02 |
|
| Sk Telecom Sponsored Adr (SKM) | 0.0 | $270k | NEW | 13k | 21.04 |
|
| Alcon Ord Shs (ALC) | 0.0 | $267k | +2% | 3.1k | 84.89 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $266k | 1.2k | 215.49 |
|
|
| Fiserv (FI) | 0.0 | $266k | +7% | 1.3k | 205.42 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $265k | +100% | 10k | 25.86 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $265k | 452.00 | 585.52 |
|
|
| Curtiss-Wright (CW) | 0.0 | $259k | +8% | 731.00 | 354.88 |
|
| NetApp (NTAP) | 0.0 | $259k | 2.2k | 116.08 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $258k | NEW | 3.5k | 74.01 |
|
| FedEx Corporation (FDX) | 0.0 | $257k | +24% | 913.00 | 281.33 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $257k | NEW | 2.0k | 126.03 |
|
| Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) | 0.0 | $256k | 7.7k | 33.37 |
|
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $255k | 89k | 2.88 |
|
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $255k | +8% | 5.2k | 48.58 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $255k | NEW | 2.5k | 99.92 |
|
| International Paper Company (IP) | 0.0 | $255k | +2% | 4.7k | 53.82 |
|
| Manhattan Associates (MANH) | 0.0 | $254k | +7% | 939.00 | 270.24 |
|
| Hubbell (HUBB) | 0.0 | $252k | +14% | 602.00 | 418.89 |
|
| Block Cl A (XYZ) | 0.0 | $252k | NEW | 3.0k | 84.99 |
|
| Telefonica Brasil Sa New Adr (VIV) | 0.0 | $251k | -12% | 33k | 7.55 |
|
| Paycom Software (PAYC) | 0.0 | $247k | 1.2k | 204.97 |
|
|
| Constellation Energy (CEG) | 0.0 | $245k | NEW | 1.1k | 223.71 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $245k | NEW | 1.1k | 214.87 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $243k | -5% | 1.3k | 194.61 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $243k | NEW | 2.1k | 118.07 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $243k | +2% | 1.9k | 128.73 |
|
| Reliance Steel & Aluminum (RS) | 0.0 | $243k | +2% | 902.00 | 269.26 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $243k | 350.00 | 693.08 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $241k | +11% | 3.4k | 70.72 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $235k | -2% | 1.3k | 187.51 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $234k | -39% | 28k | 8.49 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $234k | NEW | 11k | 21.16 |
|
| Caci Intl Cl A (CACI) | 0.0 | $233k | NEW | 576.00 | 404.06 |
|
| Starbucks Corporation (SBUX) | 0.0 | $233k | +8% | 2.6k | 91.25 |
|
| Discover Financial Services (DFS) | 0.0 | $233k | NEW | 1.3k | 173.23 |
|
| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.0 | $232k | 7.7k | 30.23 |
|
|
| Banco Santander Adr (SAN) | 0.0 | $228k | +4% | 50k | 4.56 |
|
| Cintas Corporation (CTAS) | 0.0 | $227k | NEW | 1.2k | 182.70 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $227k | NEW | 28k | 8.06 |
|
| Unilever Spon Adr New (UL) | 0.0 | $227k | NEW | 4.0k | 56.70 |
|
| Devon Energy Corporation (DVN) | 0.0 | $224k | -34% | 6.9k | 32.73 |
|
| United Parcel Service CL B (UPS) | 0.0 | $223k | +12% | 1.8k | 126.10 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $223k | 1.7k | 132.10 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $220k | NEW | 5.3k | 41.73 |
|
| Uber Technologies (UBER) | 0.0 | $218k | NEW | 3.6k | 60.32 |
|
| Globe Life (GL) | 0.0 | $217k | NEW | 1.9k | 111.52 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $216k | NEW | 497.00 | 434.93 |
|
| Public Service Enterprise (PEG) | 0.0 | $215k | NEW | 2.5k | 84.49 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $214k | NEW | 1.7k | 127.13 |
|
| Chubb (CB) | 0.0 | $212k | NEW | 767.00 | 276.30 |
|
| MetLife (MET) | 0.0 | $211k | NEW | 2.6k | 81.88 |
|
| RPM International (RPM) | 0.0 | $211k | NEW | 1.7k | 123.06 |
|
| Group 1 Automotive (GPI) | 0.0 | $211k | NEW | 500.00 | 421.48 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $211k | -23% | 4.2k | 50.37 |
|
| Ross Stores (ROST) | 0.0 | $210k | NEW | 1.4k | 151.27 |
|
| Wp Carey (WPC) | 0.0 | $210k | 3.9k | 54.48 |
|
|
| American Tower Reit (AMT) | 0.0 | $210k | +4% | 1.1k | 183.45 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $208k | +18% | 3.5k | 58.81 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $208k | NEW | 4.3k | 48.33 |
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.0 | $207k | +2% | 6.5k | 31.92 |
|
| Enbridge (ENB) | 0.0 | $206k | NEW | 4.9k | 42.43 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $206k | NEW | 4.2k | 48.83 |
|
| Danaher Corporation (DHR) | 0.0 | $204k | -7% | 890.00 | 229.59 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $204k | 1.1k | 185.13 |
|
|
| Essex Property Trust (ESS) | 0.0 | $203k | 712.00 | 285.46 |
|
|
| Innovator Etfs Trust Us Eqty Buf Sep (BSEP) | 0.0 | $203k | -3% | 4.7k | 42.90 |
|
| Qualcomm (QCOM) | 0.0 | $201k | -9% | 1.3k | 153.62 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $187k | +17% | 16k | 11.72 |
|
| Brightview Holdings (BV) | 0.0 | $160k | 10k | 15.99 |
|
|
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.0 | $154k | 24k | 6.51 |
|
|
| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.0 | $152k | -29% | 11k | 13.47 |
|
| Viatris (VTRS) | 0.0 | $149k | +4% | 12k | 12.45 |
|
| Icl Group SHS (ICL) | 0.0 | $141k | NEW | 29k | 4.95 |
|
| Hello Group Ads (MOMO) | 0.0 | $114k | +30% | 15k | 7.71 |
|
| Outbrain (OB) | 0.0 | $80k | -5% | 11k | 7.18 |
|
| Lexinfintech Hldgs Adr (LX) | 0.0 | $79k | NEW | 14k | 5.80 |
|
| Clipper Realty Inc Reit equities - reit (CLPR) | 0.0 | $78k | NEW | 17k | 4.58 |
|
| FutureFuel (FF) | 0.0 | $72k | -20% | 14k | 5.29 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $69k | NEW | 20k | 3.54 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $68k | +10% | 14k | 4.89 |
|
| Clarivate Ord Shs (CLVT) | 0.0 | $58k | NEW | 12k | 5.08 |
|
| Smart Sand (SND) | 0.0 | $27k | 12k | 2.25 |
|
Past Filings by Kathmere Capital Management
SEC 13F filings are viewable for Kathmere Capital Management going back to 2019
- Kathmere Capital Management 2024 Q4 filed Jan. 14, 2025
- Kathmere Capital Management 2024 Q3 filed Oct. 15, 2024
- Kathmere Capital Management 2024 Q2 restated filed Aug. 15, 2024
- Kathmere Capital Management 2024 Q2 amended filed July 17, 2024
- Kathmere Capital Management 2024 Q2 filed July 1, 2024
- Kathmere Capital Management 2024 Q1 filed April 16, 2024
- Kathmere Capital Management 2023 Q4 filed April 16, 2024
- Kathmere Capital Management 2023 Q3 filed Oct. 11, 2023
- Kathmere Capital Management 2023 Q2 filed July 11, 2023
- Kathmere Capital Management 2023 Q1 filed April 20, 2023
- Kathmere Capital Management 2022 Q4 filed Jan. 24, 2023
- Kathmere Capital Management 2022 Q4 restated filed Jan. 24, 2023
- Kathmere Capital Management 2022 Q3 filed Oct. 11, 2022
- Kathmere Capital Management 2022 Q2 filed Aug. 9, 2022
- Kathmere Capital Management 2022 Q1 filed April 28, 2022
- Kathmere Capital Management 2021 Q4 filed Jan. 27, 2022