Legacy Bridge

Latest statistics and disclosures from Legacy Bridge's latest quarterly 13F-HR filing:

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Portfolio Holdings for Legacy Bridge

Legacy Bridge holds 464 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 4.9 $12M +4% 65k 186.50
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Palantir Technologies Cl A (PLTR) 4.2 $11M 59k 177.75
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Ge Vernova (GEV) 3.0 $7.5M 12k 653.57
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Broadcom (AVGO) 3.0 $7.5M -26% 22k 346.10
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Sterling Construction Company (STRL) 2.3 $5.6M 18k 306.23
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West Bancorporation Cap Stk (WTBA) 2.3 $5.6M 254k 22.19
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Celestica (CLS) 2.2 $5.5M 19k 295.61
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Arista Networks Com Shs (ANET) 2.0 $5.0M 38k 131.03
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Microsoft Corporation (MSFT) 1.7 $4.3M +6% 8.8k 483.62
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Caterpillar (CAT) 1.7 $4.2M +2% 7.4k 572.87
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Amazon (AMZN) 1.7 $4.2M +4% 18k 230.82
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Eli Lilly & Co. (LLY) 1.7 $4.2M +4% 3.9k 1074.68
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Wal-Mart Stores (WMT) 1.7 $4.1M +2% 37k 111.41
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $4.0M +3% 7.9k 502.65
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.4 $3.4M 11k 303.89
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Alphabet Cap Stk Cl C (GOOG) 1.3 $3.2M +5% 10k 313.80
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JPMorgan Chase & Co. (JPM) 1.3 $3.1M +5% 9.7k 322.22
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Vertiv Holdings Com Cl A (VRT) 1.3 $3.1M 19k 162.01
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Eaton Corp SHS (ETN) 1.2 $3.0M 9.5k 318.51
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Johnson Ctls Intl SHS (JCI) 1.1 $2.8M 23k 119.75
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Parker-Hannifin Corporation (PH) 1.1 $2.8M 3.1k 878.96
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Oklo Com Cl A (OKLO) 1.1 $2.7M 38k 71.76
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Centrus Energy Corp Cl A (LEU) 1.0 $2.5M 11k 242.76
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Apple (AAPL) 1.0 $2.5M +14% 9.3k 271.86
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Principal Exchange Traded Spectrum Pfd (PREF) 1.0 $2.4M -2% 126k 19.07
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Ishares Tr Rus 2000 Grw Etf (IWO) 1.0 $2.4M 7.3k 323.01
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Intuitive Surgical Com New (ISRG) 0.9 $2.3M 4.1k 566.36
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Costco Wholesale Corporation (COST) 0.9 $2.3M 2.7k 862.34
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Asml Holding N V N Y Registry Shs (ASML) 0.9 $2.2M +2% 2.1k 1069.86
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Ishares Tr Russell 2000 Etf (IWM) 0.9 $2.2M 8.9k 246.16
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $2.1M 34k 62.47
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Axon Enterprise (AXON) 0.8 $2.1M 3.7k 567.93
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Palo Alto Networks (PANW) 0.8 $2.1M 11k 184.20
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Ishares Core Msci Emkt (IEMG) 0.8 $2.0M +32% 30k 67.22
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Bank of New York Mellon Corporation (BK) 0.8 $2.0M +4% 18k 116.09
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Home Depot (HD) 0.8 $2.0M +4% 5.7k 344.10
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.9M 25k 75.44
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Lowe's Companies (LOW) 0.8 $1.9M 7.9k 241.16
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Deere & Company (DE) 0.7 $1.8M 3.9k 465.57
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Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $1.8M 19k 96.27
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Nasdaq Omx (NDAQ) 0.7 $1.8M 18k 97.13
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Williams-Sonoma (WSM) 0.7 $1.8M 9.9k 178.59
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Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $1.7M 9.3k 181.21
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Qualcomm (QCOM) 0.7 $1.7M 9.8k 171.05
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Exxon Mobil Corporation (XOM) 0.7 $1.7M 14k 120.34
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Tractor Supply Company (TSCO) 0.7 $1.6M 33k 50.01
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Hewlett Packard Enterprise (HPE) 0.6 $1.6M 67k 24.02
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Morgan Stanley Com New (MS) 0.6 $1.6M 8.9k 177.53
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Blackrock (BLK) 0.6 $1.6M 1.4k 1070.34
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $1.5M 11k 141.05
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Quanta Services (PWR) 0.6 $1.5M +3% 3.6k 422.06
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Micron Technology (MU) 0.6 $1.5M +552% 5.4k 285.41
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Nxp Semiconductors N V (NXPI) 0.6 $1.5M 7.0k 217.06
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Freeport-mcmoran CL B (FCX) 0.6 $1.5M 30k 50.79
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Valero Energy Corporation (VLO) 0.6 $1.5M 9.4k 162.79
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Advanced Micro Devices (AMD) 0.6 $1.5M +443% 7.1k 214.16
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Nebius Group Shs Class A (NBIS) 0.6 $1.5M +3% 18k 83.70
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Meta Platforms Cl A (META) 0.6 $1.5M +19% 2.3k 660.09
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Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.5M 16k 96.03
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Ishares Tr Core Msci Total (IXUS) 0.6 $1.5M +605% 17k 84.64
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Digital Realty Trust (DLR) 0.6 $1.5M 9.4k 154.71
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.4M 48k 30.07
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National Fuel Gas (NFG) 0.6 $1.4M 18k 80.06
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Spdr Series Trust State Street Spd (XBI) 0.6 $1.4M +8% 11k 121.93
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Boston Scientific Corporation (BSX) 0.5 $1.4M 14k 95.35
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Fifth Third Ban (FITB) 0.5 $1.3M +6% 29k 46.81
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Metropcs Communications (TMUS) 0.5 $1.3M 6.6k 203.04
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Chevron Corporation (CVX) 0.5 $1.3M 8.8k 152.41
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Equinix (EQIX) 0.5 $1.3M 1.7k 766.16
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Thermo Fisher Scientific (TMO) 0.5 $1.2M 2.2k 579.45
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Vistra Energy (VST) 0.5 $1.2M 7.7k 161.33
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Ge Healthcare Technologies I Common Stock (GEHC) 0.5 $1.2M 15k 82.02
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Danaher Corporation (DHR) 0.5 $1.2M 5.2k 228.92
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Nextpower Class A Com (NXT) 0.5 $1.2M 14k 87.11
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Nu Hldgs Ord Shs Cl A (NU) 0.5 $1.1M 68k 16.74
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Snowflake Com Shs (SNOW) 0.4 $1.1M 5.0k 219.36
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Cameco Corporation (CCJ) 0.4 $1.1M 12k 91.49
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Jacobs Engineering Group (J) 0.4 $1.1M 7.9k 132.46
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.0M 19k 53.76
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ESCO Technologies (ESE) 0.4 $1.0M 5.2k 195.39
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Stryker Corporation (SYK) 0.4 $1.0M +2% 2.9k 351.47
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Goldman Sachs (GS) 0.4 $984k 1.1k 879.00
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Nextera Energy (NEE) 0.4 $981k 12k 80.28
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AeroVironment (AVAV) 0.4 $979k 4.0k 241.89
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Caretrust Reit (CTRE) 0.4 $945k 26k 36.16
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Rio Tinto Sponsored Adr (RIO) 0.4 $935k 12k 80.03
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $880k +23% 2.8k 313.00
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Servicenow (NOW) 0.4 $865k +410% 5.6k 153.19
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $864k 6.3k 136.94
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TJX Companies (TJX) 0.3 $860k +3% 5.6k 153.61
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Insight Enterprises (NSIT) 0.3 $849k 10k 81.47
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $813k +2% 14k 57.24
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Ishares Tr Msci India Etf (INDA) 0.3 $805k 15k 54.05
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Celsius Hldgs Com New (CELH) 0.3 $800k +2% 18k 45.74
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $793k 1.3k 627.13
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $789k +5% 7.9k 99.52
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $772k +9% 32k 24.04
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Toyota Motor Corp Ads (TM) 0.3 $770k 3.6k 214.06
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Pfizer (PFE) 0.3 $758k 31k 24.90
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Tempus Ai Cl A (TEM) 0.3 $733k 12k 59.05
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Union Pacific Corporation (UNP) 0.3 $718k 3.1k 231.32
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Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $706k +4% 11k 66.00
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H&R Block (HRB) 0.3 $665k 15k 43.58
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $645k 23k 28.48
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Procter & Gamble Company (PG) 0.3 $635k 4.4k 143.31
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Mondelez Intl Cl A (MDLZ) 0.3 $634k 12k 53.83
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Wells Fargo & Company (WFC) 0.2 $598k +3% 6.4k 93.20
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Workiva Com Cl A (WK) 0.2 $575k 6.7k 86.25
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McDonald's Corporation (MCD) 0.2 $566k 1.9k 305.63
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Ionq Inc Pipe (IONQ) 0.2 $545k +5% 12k 44.87
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Cme (CME) 0.2 $545k 2.0k 273.08
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $531k 4.3k 123.26
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Workday Cl A (WDAY) 0.2 $510k -2% 2.4k 214.78
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $494k -2% 724.00 682.23
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Intuit (INTU) 0.2 $487k +3% 735.00 662.42
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ConocoPhillips (COP) 0.2 $478k 5.1k 93.61
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $443k 8.4k 52.88
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Blackstone Group Inc Com Cl A (BX) 0.2 $391k 2.5k 154.14
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Northern Trust Corporation (NTRS) 0.1 $369k 2.7k 136.59
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Abbott Laboratories (ABT) 0.1 $360k +2% 2.9k 125.29
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $355k 750.00 473.30
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Mastercard Incorporated Cl A (MA) 0.1 $348k +11% 610.00 570.88
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $343k 500.00 684.94
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $341k 1.9k 177.37
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $333k 8.1k 41.08
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Canadian Pacific Kansas City (CP) 0.1 $327k -5% 4.4k 73.63
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Netflix (NFLX) 0.1 $297k +1082% 3.2k 93.76
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $292k 6.6k 44.41
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $282k 972.00 290.22
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Cambria Etf Tr Global Value Etf (GVAL) 0.1 $265k 8.4k 31.47
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American Express Company (AXP) 0.1 $257k +8% 695.00 369.95
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Lockheed Martin Corporation (LMT) 0.1 $253k -16% 522.00 483.67
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Constellation Brands Cl A (STZ) 0.1 $244k 1.8k 137.96
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $233k -17% 1.1k 211.79
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Carrier Global Corporation (CARR) 0.1 $229k 4.3k 52.84
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $227k 8.4k 26.91
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $225k 1.9k 120.18
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Qorvo (QRVO) 0.1 $215k 2.5k 84.51
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $201k 600.00 335.27
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Southern Company (SO) 0.1 $201k +9% 2.3k 87.20
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $198k +7% 2.0k 96.88
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $195k 2.1k 92.30
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $188k 6.3k 29.61
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $183k 656.00 279.14
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Ishares Tr Msci Uk Etf New (EWU) 0.1 $176k 4.0k 43.98
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Astera Labs (ALAB) 0.1 $171k 1.0k 166.36
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Ishares Gold Tr Ishares New (IAU) 0.1 $169k 2.1k 81.17
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Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.1 $166k 5.2k 31.85
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $160k 265.00 605.01
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Biogen Idec (BIIB) 0.1 $160k +3% 910.00 175.99
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Prudential Financial (PRU) 0.1 $158k -2% 1.4k 112.88
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $156k 1.2k 131.59
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $155k 757.00 204.85
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $155k 729.00 212.07
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Vanguard Index Fds Growth Etf (VUG) 0.1 $153k -10% 314.00 487.86
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CVS Caremark Corporation (CVS) 0.1 $152k +8% 1.9k 79.36
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $152k 502.00 302.11
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $145k +10% 310.00 468.76
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $139k -4% 226.00 614.39
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Oracle Corporation (ORCL) 0.1 $137k +32% 702.00 194.91
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United Parcel Service CL B (UPS) 0.1 $135k +5% 1.4k 99.19
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $131k -8% 4.0k 32.62
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $128k 2.6k 49.46
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Tesla Motors (TSLA) 0.0 $121k +178% 270.00 449.72
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Navitas Semiconductor Corp-a (NVTS) 0.0 $121k +3% 17k 7.14
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $114k 1.6k 73.56
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Knight-swift Transn Hldgs In Cl A (KNX) 0.0 $113k 2.2k 52.28
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $112k 4.6k 24.37
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Ecolab (ECL) 0.0 $107k +8% 406.00 262.52
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $106k 1.0k 102.39
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Vanguard Index Fds Value Etf (VTV) 0.0 $100k -3% 521.00 190.99
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Casey's General Stores (CASY) 0.0 $95k 171.00 552.71
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Manulife Finl Corp (MFC) 0.0 $89k 2.5k 36.28
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Intercontinental Exchange (ICE) 0.0 $88k +15% 545.00 161.96
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $86k 1.5k 57.24
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Marathon Petroleum Corp (MPC) 0.0 $85k +12% 523.00 162.63
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Capital One Financial (COF) 0.0 $84k +29% 345.00 242.36
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Select Sector Spdr Tr State Street Fin (XLF) 0.0 $81k 1.5k 54.77
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Invesco Db Us Dlr Index Tr Bearish Fd (UDN) 0.0 $78k 4.3k 18.24
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Diageo Spon Adr New (DEO) 0.0 $77k -4% 895.00 86.27
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $75k 1.6k 46.71
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MercadoLibre (MELI) 0.0 $75k +48% 37.00 2014.27
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Corteva (CTVA) 0.0 $70k 1.0k 67.03
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $68k 1.5k 46.92
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Adobe Systems Incorporated (ADBE) 0.0 $63k 181.00 349.99
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $63k 1.4k 46.81
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Ishares Msci Japan Etf (EWJ) 0.0 $57k 700.00 80.74
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Citigroup Com New (C) 0.0 $56k NEW 481.00 116.69
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Flexshares Tr Mornstar Upstr (GUNR) 0.0 $54k 1.2k 45.85
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Suncor Energy (SU) 0.0 $53k 1.2k 44.36
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Emerson Electric (EMR) 0.0 $53k +5% 400.00 132.72
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Iren Ordinary Shares (IREN) 0.0 $51k NEW 1.4k 37.77
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Principal Financial (PFG) 0.0 $50k 570.00 88.21
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $50k 710.00 70.41
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Ishares Tr Select Divid Etf (DVY) 0.0 $49k 350.00 141.14
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Invesco Currencyshares Euro Euro Shs (FXE) 0.0 $49k 450.00 108.46
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $48k 1.9k 25.46
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PPG Industries (PPG) 0.0 $48k 469.00 102.46
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $48k 909.00 52.39
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AmerisourceBergen (COR) 0.0 $45k +21% 134.00 337.75
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Visa Com Cl A (V) 0.0 $44k +3050% 126.00 350.71
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Shell Spon Ads (SHEL) 0.0 $44k 600.00 73.48
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Applovin Corp Com Cl A (APP) 0.0 $44k 65.00 673.83
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Ge Aerospace Com New (GE) 0.0 $43k +3375% 139.00 308.04
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Applied Materials (AMAT) 0.0 $42k +870% 165.00 256.99
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Masco Corporation (MAS) 0.0 $41k 650.00 63.46
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Novartis Sponsored Adr (NVS) 0.0 $40k 292.00 137.87
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Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $40k 1.3k 30.45
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Progressive Corporation (PGR) 0.0 $39k +54% 171.00 227.73
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Select Sector Spdr Tr State Street Ind (XLI) 0.0 $39k 250.00 155.12
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FedEx Corporation (FDX) 0.0 $38k +33% 133.00 288.86
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $38k 883.00 42.94
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Cardinal Health (CAH) 0.0 $37k 180.00 205.50
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Darling International (DAR) 0.0 $36k 1.0k 36.00
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $36k 1.5k 23.37
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Abbvie (ABBV) 0.0 $36k +3800% 156.00 228.49
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Mp Materials Corp Com Cl A (MP) 0.0 $35k 700.00 50.52
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On Hldg Namen Akt A (ONON) 0.0 $35k -96% 755.00 46.48
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Philip Morris International (PM) 0.0 $35k NEW 218.00 160.40
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Robinhood Mkts Com Cl A (HOOD) 0.0 $35k 305.00 113.10
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Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $34k -16% 1.4k 24.28
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Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $34k -11% 1.4k 24.23
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $33k 236.00 141.16
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Comcast Corp Cl A (CMCSA) 0.0 $32k 1.1k 29.89
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Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $32k 500.00 63.01
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Innventure (INV) 0.0 $31k 7.5k 4.18
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Dow (DOW) 0.0 $30k +82% 1.3k 23.38
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Arch Cap Group Ord (ACGL) 0.0 $30k 313.00 95.92
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Cloudflare Cl A Com (NET) 0.0 $30k 150.00 197.15
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Ishares Tr Eafe Value Etf (EFV) 0.0 $29k 400.00 71.41
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Bank of America Corporation (BAC) 0.0 $28k +182% 511.00 55.00
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Equity Residential Sh Ben Int (EQR) 0.0 $28k 442.00 63.04
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Draftkings Com Cl A (DKNG) 0.0 $28k 800.00 34.46
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salesforce (CRM) 0.0 $27k NEW 103.00 264.91
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AvalonBay Communities (AVB) 0.0 $27k 150.00 181.31
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Booking Holdings (BKNG) 0.0 $27k NEW 5.00 5355.40
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Jefferies Finl Group (JEF) 0.0 $27k 431.00 61.97
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Intel Corporation (INTC) 0.0 $26k NEW 696.00 36.90
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Cadence Design Systems (CDNS) 0.0 $26k +51% 82.00 312.59
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Lennar Corp Cl A (LEN) 0.0 $25k +13% 244.00 102.80
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Starbucks Corporation (SBUX) 0.0 $25k 295.00 84.21
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EQT Corporation (EQT) 0.0 $24k +212% 453.00 53.60
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Select Sector Spdr Tr State Street Mat (XLB) 0.0 $23k +100% 510.00 45.35
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Cisco Systems (CSCO) 0.0 $23k NEW 300.00 77.03
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Mongodb Cl A (MDB) 0.0 $23k +17% 55.00 419.69
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Raytheon Technologies Corp (RTX) 0.0 $23k +1437% 123.00 183.41
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International Business Machines (IBM) 0.0 $22k NEW 75.00 296.21
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Lam Research Corp Com New (LRCX) 0.0 $22k NEW 128.00 171.19
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SYSCO Corporation (SYY) 0.0 $22k 295.00 73.69
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At&t (T) 0.0 $22k +14433% 872.00 24.84
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $22k 244.00 88.43
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UnitedHealth (UNH) 0.0 $21k +276% 64.00 330.12
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Select Sector Spdr Tr State Street Hea (XLV) 0.0 $20k 132.00 154.80
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $20k 140.00 143.34
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Ishares Tr Glb Infrastr Etf (IGF) 0.0 $20k 317.00 61.36
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Moody's Corporation (MCO) 0.0 $18k +40% 35.00 510.86
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Williams Companies (WMB) 0.0 $18k NEW 297.00 60.11
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Automatic Data Processing (ADP) 0.0 $17k NEW 67.00 257.24
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Apa Corporation (APA) 0.0 $17k NEW 699.00 24.46
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Linde SHS (LIN) 0.0 $17k +3900% 40.00 426.40
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O'reilly Automotive (ORLY) 0.0 $16k -40% 180.00 91.21
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $16k +200% 300.00 54.71
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Bristol Myers Squibb (BMY) 0.0 $16k NEW 295.00 53.94
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Kla Corp Com New (KLAC) 0.0 $16k NEW 13.00 1215.15
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Howmet Aerospace (HWM) 0.0 $16k NEW 77.00 205.03
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Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $16k 98.00 160.98
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $16k 107.00 146.59
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Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) 0.0 $16k 539.00 29.06
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Centene Corporation (CNC) 0.0 $15k NEW 375.00 41.15
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Ishares Tr Core Msci Intl (IDEV) 0.0 $15k 187.00 82.48
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Citizens Financial (CFG) 0.0 $15k NEW 264.00 58.41
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Marvell Technology (MRVL) 0.0 $15k 180.00 84.98
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Copart (CPRT) 0.0 $15k NEW 390.00 39.15
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Datadog Cl A Com (DDOG) 0.0 $15k 112.00 135.99
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Dell Technologies CL C (DELL) 0.0 $15k +20% 120.00 125.88
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Pure Storage Cl A (PSTG) 0.0 $15k 225.00 67.01
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Markel Corporation (MKL) 0.0 $15k 7.00 2149.71
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Eos Energy Enterprises Com Cl A (EOSE) 0.0 $15k +85% 1.3k 11.46
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Cipher Mining (CIFR) 0.0 $15k NEW 1.0k 14.76
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Texas Pacific Land Corp (TPL) 0.0 $15k +200% 51.00 287.24
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $14k 440.00 32.75
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Dominion Resources (D) 0.0 $14k 245.00 58.59
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Gilead Sciences (GILD) 0.0 $14k NEW 116.00 122.74
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Baker Hughes Company Cl A (BKR) 0.0 $14k +443% 299.00 45.54
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Watsco, Incorporated (WSO) 0.0 $14k 40.00 336.95
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Veeva Sys Cl A Com (VEEV) 0.0 $13k +20% 60.00 223.23
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McKesson Corporation (MCK) 0.0 $13k NEW 16.00 820.31
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Newmont Mining Corporation (NEM) 0.0 $13k NEW 129.00 99.85
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Hca Holdings (HCA) 0.0 $13k NEW 27.00 466.89
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Ishares Tr Cre U S Reit Etf (USRT) 0.0 $12k -21% 218.00 56.96
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Electronic Arts (EA) 0.0 $12k 60.00 204.33
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Xpo Logistics Inc equity (XPO) 0.0 $12k 90.00 135.91
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Monster Beverage Corp (MNST) 0.0 $12k NEW 154.00 76.68
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Amgen (AMGN) 0.0 $12k +227% 36.00 327.33
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Ross Stores (ROST) 0.0 $12k NEW 65.00 180.15
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Simon Property (SPG) 0.0 $12k NEW 63.00 185.11
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Allstate Corporation (ALL) 0.0 $12k NEW 56.00 208.16
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General Motors Company (GM) 0.0 $12k NEW 143.00 81.32
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Charles Schwab Corporation (SCHW) 0.0 $12k +5650% 115.00 99.91
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Hilton Worldwide Holdings (HLT) 0.0 $12k NEW 40.00 287.25
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $11k NEW 24.00 453.38
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Analog Devices (ADI) 0.0 $11k NEW 40.00 271.20
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Welltower Inc Com reit (WELL) 0.0 $11k NEW 58.00 185.62
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TransDigm Group Incorporated (TDG) 0.0 $11k NEW 8.00 1329.88
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ResMed (RMD) 0.0 $11k NEW 44.00 240.89
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Amphenol Corp Cl A (APH) 0.0 $11k +271% 78.00 135.14
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Vulcan Materials Company (VMC) 0.0 $10k 35.00 285.23
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Marriott Intl Cl A (MAR) 0.0 $9.9k NEW 32.00 310.25
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Pulte (PHM) 0.0 $9.5k NEW 81.00 117.27
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Wedbush Ser Tr Dan Ives Wedbush (IVES) 0.0 $9.5k +500% 300.00 31.61
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Ishares Msci Eurzone Etf (EZU) 0.0 $9.4k 147.00 64.10
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Verizon Communications (VZ) 0.0 $9.3k NEW 228.00 40.73
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Travelers Companies (TRV) 0.0 $9.3k NEW 32.00 290.06
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Kenvue (KVUE) 0.0 $9.2k NEW 536.00 17.25
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Boston Properties (BXP) 0.0 $9.0k NEW 134.00 67.49
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Phillips 66 (PSX) 0.0 $9.0k NEW 70.00 129.04
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Altria (MO) 0.0 $8.9k NEW 154.00 57.66
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IDEXX Laboratories (IDXX) 0.0 $8.8k NEW 13.00 676.54
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Chubb (CB) 0.0 $8.7k NEW 28.00 312.14
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American Electric Power Company (AEP) 0.0 $8.6k NEW 75.00 115.32
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Albemarle Corporation (ALB) 0.0 $8.6k NEW 61.00 141.44
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American Intl Group Com New (AIG) 0.0 $8.5k NEW 99.00 85.56
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $8.2k 300.00 27.43
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Sherwin-Williams Company (SHW) 0.0 $8.1k NEW 25.00 324.04
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United Rentals (URI) 0.0 $8.1k NEW 10.00 809.40
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Verisk Analytics (VRSK) 0.0 $8.1k NEW 36.00 223.69
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Critical Metals Corp Pubco Ord Shs (CRML) 0.0 $7.8k NEW 1.1k 6.94
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Hartford Financial Services (HIG) 0.0 $7.4k NEW 54.00 137.81
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Boeing Company (BA) 0.0 $7.4k NEW 34.00 217.15
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Lyondellbasell Industries N Shs - A - (LYB) 0.0 $7.3k NEW 169.00 43.30
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3M Company (MMM) 0.0 $7.2k NEW 45.00 160.11
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Martin Marietta Materials (MLM) 0.0 $6.9k NEW 11.00 622.73
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AutoZone (AZO) 0.0 $6.8k NEW 2.00 3391.50
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $6.8k 81.00 83.62
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Duke Energy Corp Com New (DUK) 0.0 $6.6k NEW 56.00 117.21
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Constellation Energy (CEG) 0.0 $6.4k NEW 18.00 353.28
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Truist Financial Corp equities (TFC) 0.0 $6.0k NEW 122.00 49.21
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American Tower Reit (AMT) 0.0 $6.0k NEW 34.00 175.59
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Fastenal Company (FAST) 0.0 $5.9k NEW 146.00 40.13
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Otis Worldwide Corp (OTIS) 0.0 $5.9k NEW 67.00 87.36
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Dollar General (DG) 0.0 $5.8k NEW 44.00 132.77
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Post Holdings Inc Common (POST) 0.0 $5.7k 58.00 99.05
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Synopsys (SNPS) 0.0 $5.6k NEW 12.00 469.75
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D.R. Horton (DHI) 0.0 $5.6k +254% 39.00 144.05
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Royal Caribbean Cruises (RCL) 0.0 $5.6k NEW 20.00 278.95
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Norfolk Southern (NSC) 0.0 $5.5k NEW 19.00 288.74
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Motorola Solutions Com New (MSI) 0.0 $5.4k NEW 14.00 383.36
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Rocket Cos Com Cl A (RKT) 0.0 $5.3k 275.00 19.36
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Kinder Morgan (KMI) 0.0 $5.3k NEW 193.00 27.49
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $5.3k 25.00 210.36
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AES Corporation (AES) 0.0 $5.2k NEW 364.00 14.34
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PPL Corporation (PPL) 0.0 $5.2k NEW 149.00 35.02
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eBay (EBAY) 0.0 $5.1k NEW 59.00 87.10
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Colgate-Palmolive Company (CL) 0.0 $5.1k 64.00 79.03
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Becton, Dickinson and (BDX) 0.0 $5.0k NEW 26.00 194.08
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Arthur J. Gallagher & Co. (AJG) 0.0 $4.9k NEW 19.00 258.84
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Grayscale Ethereum Trust Etf SHS (ETHE) 0.0 $4.9k 200.00 24.37
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Insulet Corporation (PODD) 0.0 $4.8k NEW 17.00 284.29
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SLB Com Stk (SLB) 0.0 $4.8k 125.00 38.38
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Charles River Laboratories (CRL) 0.0 $4.8k NEW 24.00 199.50
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Lauder Estee Cos Cl A (EL) 0.0 $4.7k NEW 45.00 104.73
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Dollar Tree (DLTR) 0.0 $4.7k NEW 38.00 123.03
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Oneok (OKE) 0.0 $4.6k NEW 63.00 73.51
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Willis Towers Watson SHS (WTW) 0.0 $4.6k NEW 14.00 328.64
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Paccar (PCAR) 0.0 $4.6k NEW 42.00 109.52
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Yum! Brands (YUM) 0.0 $4.5k NEW 30.00 151.30
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Lululemon Athletica (LULU) 0.0 $4.4k NEW 21.00 207.86
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Devon Energy Corporation (DVN) 0.0 $4.4k NEW 119.00 36.63
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Select Sector Spdr Tr State Street Com (XLC) 0.0 $4.4k 37.00 117.73
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Dover Corporation (DOV) 0.0 $4.3k NEW 22.00 195.27
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Trane Technologies SHS (TT) 0.0 $4.3k NEW 11.00 389.27
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Compass Cl A (COMP) 0.0 $4.2k 400.00 10.57
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Comerica Incorporated 0.0 $4.1k NEW 47.00 86.94
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $3.9k 50.00 78.82
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Ameriprise Financial (AMP) 0.0 $3.9k NEW 8.00 490.38
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $3.9k 50.00 77.88
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Cintas Corporation (CTAS) 0.0 $3.8k NEW 20.00 188.10
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PNC Financial Services (PNC) 0.0 $3.8k NEW 18.00 208.78
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Moderna (MRNA) 0.0 $3.7k NEW 126.00 29.49
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Public Service Enterprise (PEG) 0.0 $3.7k NEW 46.00 80.30
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Zions Bancorporation (ZION) 0.0 $3.7k NEW 63.00 58.56
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West Pharmaceutical Services (WST) 0.0 $3.6k NEW 13.00 275.15
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Walt Disney Company (DIS) 0.0 $3.5k +675% 31.00 113.77
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L3harris Technologies (LHX) 0.0 $3.5k NEW 12.00 293.58
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Packaging Corporation of America (PKG) 0.0 $3.5k NEW 17.00 206.24
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Cognizant Technology Solutio Cl A (CTSH) 0.0 $3.4k NEW 41.00 83.00
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Broadridge Financial Solutions (BR) 0.0 $3.3k NEW 15.00 223.20
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Ametek (AME) 0.0 $3.3k NEW 16.00 205.31
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Entergy Corporation (ETR) 0.0 $3.1k NEW 34.00 92.44
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S&p Global (SPGI) 0.0 $3.1k NEW 6.00 522.67
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Crown Castle Intl (CCI) 0.0 $3.1k 35.00 88.89
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Regeneron Pharmaceuticals (REGN) 0.0 $3.1k NEW 4.00 772.00
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Ishares Tr Tips Bd Etf (TIP) 0.0 $3.1k 28.00 109.93
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Us Bancorp Del Com New (USB) 0.0 $3.0k NEW 57.00 53.37
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W.R. Berkley Corporation (WRB) 0.0 $3.0k NEW 43.00 70.14
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Ingersoll Rand (IR) 0.0 $3.0k NEW 38.00 79.24
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Kimco Realty Corporation (KIM) 0.0 $3.0k NEW 147.00 20.27
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Nike CL B (NKE) 0.0 $2.9k NEW 46.00 63.72
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Southern Copper Corporation (SCCO) 0.0 $2.9k 20.00 143.50
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Steris Shs Usd (STE) 0.0 $2.8k NEW 11.00 253.55
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C H Robinson Worldwide Com New (CHRW) 0.0 $2.7k NEW 17.00 160.76
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Skyworks Solutions (SWKS) 0.0 $2.7k NEW 43.00 63.42
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State Street Corporation (STT) 0.0 $2.7k NEW 21.00 129.05
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Viatris (VTRS) 0.0 $2.7k NEW 217.00 12.45
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Roper Industries (ROP) 0.0 $2.7k NEW 6.00 445.17
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Fidelity Covington Trust Msci Matls Index (FMAT) 0.0 $2.7k 50.00 53.12
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Spdr Series Trust State Street Spd (JNK) 0.0 $2.5k 26.00 97.23
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $2.5k 25.00 99.88
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Lincoln National Corporation (LNC) 0.0 $2.5k NEW 55.00 44.55
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Shake Shack Cl A (SHAK) 0.0 $2.4k 30.00 81.20
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Amcor Ord 0.0 $2.3k NEW 278.00 8.34
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Loews Corporation (L) 0.0 $2.3k NEW 22.00 105.32
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Msci (MSCI) 0.0 $2.3k NEW 4.00 573.75
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Microchip Technology (MCHP) 0.0 $2.3k NEW 36.00 63.72
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Incyte Corporation (INCY) 0.0 $2.3k NEW 23.00 98.78
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Pentair SHS (PNR) 0.0 $2.2k NEW 21.00 104.14
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Xylem (XYL) 0.0 $2.2k NEW 16.00 136.19
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Kroger (KR) 0.0 $2.1k NEW 34.00 62.50
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Church & Dwight (CHD) 0.0 $2.1k NEW 25.00 83.88
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Public Storage (PSA) 0.0 $2.1k 8.00 259.50
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Carnival Corp Unit 99/99/9999 (CCL) 0.0 $2.0k NEW 67.00 30.55
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Cdw (CDW) 0.0 $2.0k NEW 15.00 136.20
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Assurant (AIZ) 0.0 $1.9k NEW 8.00 240.88
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Quest Diagnostics Incorporated (DGX) 0.0 $1.9k NEW 11.00 173.55
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First Solar (FSLR) 0.0 $1.8k NEW 7.00 261.29
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Take-Two Interactive Software (TTWO) 0.0 $1.8k NEW 7.00 256.14
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Kraneshares Trust Csi Chi Internet (KWEB) 0.0 $1.7k 50.00 34.06
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Expedia Group Com New (EXPE) 0.0 $1.7k NEW 6.00 283.33
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General Dynamics Corporation (GD) 0.0 $1.7k NEW 5.00 336.80
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Johnson & Johnson (JNJ) 0.0 $1.7k NEW 8.00 207.00
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Ameren Corporation (AEE) 0.0 $1.6k NEW 16.00 99.88
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DaVita (DVA) 0.0 $1.6k NEW 14.00 113.64
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Peak (DOC) 0.0 $1.6k NEW 97.00 16.08
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Brown Forman Corp CL B (BF.B) 0.0 $1.4k NEW 54.00 26.07
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Ford Motor Company (F) 0.0 $1.4k NEW 107.00 13.12
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $1.4k NEW 5.00 275.40
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Brown & Brown (BRO) 0.0 $1.3k NEW 16.00 79.75
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Hershey Company (HSY) 0.0 $1.3k NEW 7.00 182.00
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Fiserv (FI) 0.0 $1.2k NEW 18.00 67.22
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Dupont De Nemours (DD) 0.0 $1.2k NEW 29.00 40.21
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Qnity Electronics Common Stock (Q) 0.0 $1.1k NEW 14.00 81.71
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Ralph Lauren Corp Cl A (RL) 0.0 $1.1k NEW 3.00 353.67
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EOG Resources (EOG) 0.0 $1.1k NEW 10.00 105.10
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Alexandria Real Estate Equities (ARE) 0.0 $1.0k NEW 21.00 48.95
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Pepsi (PEP) 0.0 $1.0k -22% 7.00 143.57
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Fidelity National Information Services (FIS) 0.0 $997.000500 NEW 15.00 66.47
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Monolithic Power Systems (MPWR) 0.0 $907.000000 NEW 1.00 907.00
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Baxter International (BAX) 0.0 $879.998400 NEW 46.00 19.13
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $871.999500 15.00 58.13
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Ventas (VTR) 0.0 $774.000000 NEW 10.00 77.40
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Air Products & Chemicals (APD) 0.0 $741.999900 NEW 3.00 247.33
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Fortinet (FTNT) 0.0 $636.000000 NEW 8.00 79.50
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Grayscale Ethereum Mini Tr E Shs New (ETH) 0.0 $562.000000 20.00 28.10
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Hasbro (HAS) 0.0 $492.000000 NEW 6.00 82.00
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Wynn Resorts (WYNN) 0.0 $482.000000 NEW 4.00 120.50
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Ishares Tr Expanded Tech (IGV) 0.0 $423.000000 4.00 105.75
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Merck & Co (MRK) 0.0 $422.000000 NEW 4.00 105.50
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Domino's Pizza (DPZ) 0.0 $417.000000 NEW 1.00 417.00
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Garmin SHS (GRMN) 0.0 $406.000000 NEW 2.00 203.00
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Delta Air Lines Inc Del Com New (DAL) 0.0 $278.000000 NEW 4.00 69.50
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Equifax (EFX) 0.0 $217.000000 NEW 1.00 217.00
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Veralto Corp Com Shs (VLTO) 0.0 $200.000000 NEW 2.00 100.00
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Paycom Software (PAYC) 0.0 $160.000000 NEW 1.00 160.00
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Agilent Technologies Inc C ommon (A) 0.0 $137.000000 NEW 1.00 137.00
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Past Filings by Legacy Bridge

SEC 13F filings are viewable for Legacy Bridge going back to 2018

View all past filings