Orion Capital Management

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

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Positions held by Orion Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Orion Capital Management

Orion Capital Management holds 489 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.4 $9.8M -8% 57k 171.21
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Ishares Tr Core S&p500 Etf (IVV) 6.2 $9.6M -9% 22k 429.42
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Vanguard Specialized Funds Div App Etf (VIG) 4.7 $7.2M -5% 46k 155.38
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American Centy Etf Tr Us Eqt Etf (AVUS) 4.2 $6.5M +96% 89k 73.26
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Ishares Tr 0-3 Mnth Treasry (SGOV) 4.0 $6.1M +3% 61k 100.67
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Etf Ser Solutions Distillate Us (DSTL) 3.0 $4.7M +7% 104k 44.64
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Schwab Strategic Tr Us Dividend Eq (SCHD) 2.5 $3.9M +10% 56k 70.76
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Amazon (AMZN) 2.5 $3.8M -4% 30k 127.12
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Microsoft Corporation (MSFT) 2.5 $3.8M -9% 12k 315.75
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Ishares Tr Core S&p Mcp Etf (IJH) 2.4 $3.7M -8% 15k 249.35
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.3 $3.5M 25k 141.69
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Alphabet Cap Stk Cl C (GOOG) 2.1 $3.3M -6% 25k 131.85
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Vanguard Whitehall Fds High Div Yld (VYM) 2.1 $3.2M -10% 31k 103.32
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Intuitive Surgical Com New (ISRG) 2.0 $3.1M -9% 11k 292.29
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Ishares Tr Core S&p Scp Etf (IJR) 1.4 $2.1M -12% 23k 94.33
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O'reilly Automotive (ORLY) 1.4 $2.1M -29% 2.3k 908.86
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.3 $2.0M -33% 77k 26.20
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American Centy Etf Tr Intl Eqt Etf (AVDE) 1.3 $2.0M +95% 35k 55.65
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The Trade Desk Com Cl A (TTD) 1.2 $1.8M -2% 23k 78.15
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Veeva Sys Cl A Com (VEEV) 1.2 $1.8M -11% 9.0k 203.45
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $1.8M +119% 23k 77.95
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Spdr Ser Tr Portfolio Short (SPSB) 1.0 $1.6M +102% 54k 29.32
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JPMorgan Chase & Co. (JPM) 0.9 $1.4M -12% 9.7k 145.02
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Adobe Systems Incorporated (ADBE) 0.9 $1.4M -15% 2.7k 509.90
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Alphabet Inc Call Oct 140 Call Oct 140 Call Option (GOOGL) 0.9 $1.4M -7% 10k 131.85
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Qualcomm (QCOM) 0.9 $1.4M -6% 12k 111.06
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Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.9 $1.3M 43k 31.05
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AMN Healthcare Services (AMN) 0.8 $1.3M -13% 15k 85.18
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Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.3M -35% 17k 75.66
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Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.8 $1.2M -10% 35k 34.80
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Johnson & Johnson (JNJ) 0.8 $1.2M -14% 7.6k 155.75
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Innovator Etfs Tr Us Equity Accele (XBAP) 0.8 $1.2M 40k 28.91
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Costco Wholesale Corporation (COST) 0.7 $1.1M -20% 2.0k 564.96
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Visa Com Cl A (V) 0.7 $1.1M -17% 4.9k 230.01
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NVIDIA Corporation (NVDA) 0.7 $1.1M +10% 2.5k 434.98
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salesforce (CRM) 0.6 $971k -10% 4.8k 202.78
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Fortinet (FTNT) 0.6 $878k -13% 15k 58.68
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.6 $864k +86% 16k 52.68
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.5 $821k +100% 30k 27.75
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Bank of America Corporation (BAC) 0.5 $789k -17% 29k 27.38
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Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.5 $753k -4% 22k 33.96
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Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.5 $745k -14% 23k 33.06
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BlackRock (BLK) 0.5 $742k -11% 1.1k 646.49
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Ishares Tr Msci Usa Min Vol (USMV) 0.5 $726k -16% 10k 72.38
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Eli Lilly & Co. (LLY) 0.5 $717k 1.3k 537.13
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Merck & Co (MRK) 0.4 $672k -9% 6.5k 102.95
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Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.4 $663k -2% 21k 32.36
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Alnylam Pharmaceuticals (ALNY) 0.4 $651k -7% 3.7k 177.10
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.4 $634k +176% 11k 57.85
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Horizon Therapeutics Pub L SHS (HZNP) 0.4 $631k -24% 5.5k 115.69
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $626k +150% 12k 52.79
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Eaton Corp SHS (ETN) 0.4 $609k -6% 2.9k 213.28
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Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.4 $599k -6% 16k 36.74
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Inmode SHS (INMD) 0.4 $597k -16% 20k 30.46
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Darling International (DAR) 0.4 $592k -13% 11k 52.20
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Abbvie (ABBV) 0.4 $576k -18% 3.9k 149.06
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Morgan Stanley Com New (MS) 0.4 $573k +58% 7.0k 81.67
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ResMed (RMD) 0.4 $558k 3.8k 147.87
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Edap Tms S A Sponsored Adr (EDAP) 0.4 $547k 78k 7.02
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Netflix (NFLX) 0.4 $539k -8% 1.4k 377.60
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Advanced Micro Devices (AMD) 0.3 $530k +11% 5.2k 102.82
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.3 $523k +7% 16k 33.70
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Arlo Technologies (ARLO) 0.3 $518k +3% 50k 10.30
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Metropcs Communications (TMUS) 0.3 $499k -24% 3.6k 140.05
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Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.3 $492k 15k 33.49
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Activision Blizzard (ATVI) 0.3 $481k -17% 5.1k 93.63
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Home Depot (HD) 0.3 $462k 1.5k 302.16
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Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.3 $457k 15k 30.46
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International Business Machines (IBM) 0.3 $446k -22% 3.2k 140.30
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CVS Caremark Corporation (CVS) 0.3 $434k -20% 6.2k 69.82
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Innovator Etfs Tr Us Eqt Aclrtd 9 (XBJL) 0.3 $429k -7% 15k 28.40
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Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) 0.3 $427k 12k 36.33
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Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.3 $419k 14k 29.52
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Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.3 $415k -13% 14k 30.61
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American Centy Etf Tr Avantis Respon U (AVSU) 0.3 $408k 8.2k 49.56
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Pepsi (PEP) 0.3 $405k -20% 2.4k 169.44
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Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.2 $384k +13% 12k 32.40
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $380k -7% 2.7k 139.70
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $380k 8.7k 43.79
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.2 $378k -19% 12k 31.31
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Medtronic SHS (MDT) 0.2 $372k -26% 4.7k 78.36
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Arista Networks (ANET) 0.2 $370k +2% 2.0k 183.93
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Palantir Technologies Cl A (PLTR) 0.2 $326k -11% 20k 16.00
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Welltower Inc Com reit (WELL) 0.2 $321k -13% 3.9k 81.92
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Ishares Tr Select Divid Etf (DVY) 0.2 $315k 2.9k 107.64
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $312k 684.00 456.31
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Nike CL B (NKE) 0.2 $310k 3.2k 95.62
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $304k -11% 6.1k 50.18
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Verizon Communications (VZ) 0.2 $285k -12% 8.8k 32.41
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Ishares Gold Tr Ishares New (IAU) 0.2 $285k -19% 8.1k 34.99
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Deere & Company (DE) 0.2 $276k +19% 730.00 377.38
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Innovator Etfs Tr Double Stackr 9 (DBOC) 0.2 $275k 8.7k 31.57
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Bloom Energy Corp Com Cl A (BE) 0.2 $275k -2% 21k 13.26
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UnitedHealth (UNH) 0.2 $273k 542.00 504.19
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $271k 4.0k 67.80
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Innovator Etfs Tr Us Eqty Bufr May (BMAY) 0.2 $270k -31% 8.7k 31.08
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $266k -17% 758.00 350.30
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Array Technologies Com Shs (ARRY) 0.2 $265k 12k 22.19
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Dimensional Etf Trust International (DFSI) 0.2 $259k NEW 9.0k 28.71
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Extreme Networks (EXTR) 0.2 $249k 10k 24.21
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Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 0.2 $240k 7.2k 33.31
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Caterpillar (CAT) 0.2 $239k 874.00 273.00
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Amgen (AMGN) 0.2 $238k NEW 885.00 268.76
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Pfizer (PFE) 0.2 $235k -29% 7.1k 33.17
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Vanguard World Fds Health Car Etf (VHT) 0.2 $235k 1.0k 235.10
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Thermo Fisher Scientific (TMO) 0.1 $230k 454.00 506.17
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Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) 0.1 $230k 7.0k 32.82
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Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) 0.1 $224k 6.5k 34.47
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Nv5 Holding (NVEE) 0.1 $221k -17% 2.3k 96.23
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $216k 810.00 265.99
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $209k 982.00 212.41
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Procter & Gamble Company (PG) 0.1 $208k 1.4k 145.86
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $207k 1.6k 131.79
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Honeywell International (HON) 0.1 $201k -15% 1.1k 184.74
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Tesla Motors (TSLA) 0.1 $200k -5% 798.00 250.22
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McDonald's Corporation (MCD) 0.1 $198k 751.00 263.44
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Expedia Group Com New (EXPE) 0.1 $196k NEW 1.9k 103.07
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Ares Capital Corporation (ARCC) 0.1 $193k -26% 9.9k 19.47
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $191k NEW 1.3k 151.82
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Select Sector Spdr Tr Energy (XLE) 0.1 $181k NEW 2.0k 90.39
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Vanguard World Fds Consum Dis Etf (VCR) 0.1 $180k NEW 667.00 269.37
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Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 0.1 $179k NEW 5.1k 34.97
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Nextera Energy (NEE) 0.1 $179k 3.1k 57.29
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Vanguard Index Fds Value Etf (VTV) 0.1 $177k NEW 1.3k 137.93
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $176k NEW 3.5k 50.26
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Innovator Etfs Tr Us Eqty Buf Dec (BDEC) 0.1 $175k NEW 5.0k 34.97
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Abbott Laboratories (ABT) 0.1 $175k NEW 1.8k 96.85
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Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $172k -28% 5.9k 29.40
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Spdr Gold Tr Gold Shs (GLD) 0.1 $172k NEW 1.0k 171.45
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Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) 0.1 $169k NEW 5.2k 32.57
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Pinterest Cl A (PINS) 0.1 $162k NEW 6.0k 27.03
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Paypal Holdings (PYPL) 0.1 $161k -38% 2.8k 58.46
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Ishares Tr Ishares Biotech (IBB) 0.1 $159k NEW 1.3k 122.29
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Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.1 $159k NEW 7.5k 21.23
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $158k NEW 402.00 392.70
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Bristol Myers Squibb (BMY) 0.1 $148k NEW 2.6k 58.04
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Southern Copper Corporation (SCCO) 0.1 $140k NEW 1.9k 75.29
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Upstart Hldgs (UPST) 0.1 $138k -15% 4.8k 28.54
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Cisco Systems (CSCO) 0.1 $137k NEW 2.5k 53.76
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Mastercard Incorporated Cl A (MA) 0.1 $133k -69% 335.00 395.91
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American Centy Etf Tr Avantis Responsi (AVSD) 0.1 $130k NEW 2.6k 49.04
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Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $129k NEW 2.6k 49.86
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Air Lease Corp Cl A (AL) 0.1 $126k NEW 3.2k 39.41
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American Express Company (AXP) 0.1 $125k NEW 840.00 149.19
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $122k NEW 5.1k 23.77
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MiMedx (MDXG) 0.1 $121k 16k 7.62
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $119k NEW 3.8k 31.01
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Select Sector Spdr Tr Financial (XLF) 0.1 $116k NEW 3.5k 33.17
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Innovator Etfs Tr Us Eqty Accelrt9 (XBOC) 0.1 $110k NEW 4.2k 26.25
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Ishares Tr Global Reit Etf (REET) 0.1 $108k NEW 5.1k 21.17
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Booking Holdings (BKNG) 0.1 $108k NEW 35.00 3083.94
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Iron Mountain (IRM) 0.1 $107k NEW 1.8k 59.45
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Colgate-Palmolive Company (CL) 0.1 $107k NEW 1.5k 71.11
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Edwards Lifesciences (EW) 0.1 $106k NEW 1.5k 69.28
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Roper Industries (ROP) 0.1 $105k NEW 217.00 484.28
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $102k -80% 4.5k 22.52
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Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $101k NEW 3.4k 29.39
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Chevron Corporation (CVX) 0.1 $100k NEW 595.00 168.62
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Ishares Core Msci Emkt (IEMG) 0.1 $100k NEW 2.1k 47.59
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UniFirst Corporation (UNF) 0.1 $99k NEW 607.00 163.01
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Omega Healthcare Investors (OHI) 0.1 $98k NEW 2.9k 33.16
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Goldman Sachs (GS) 0.1 $93k NEW 287.00 323.57
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $91k NEW 2.7k 34.02
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Exxon Mobil Corporation (XOM) 0.1 $91k NEW 770.00 117.58
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Comcast Corp Cl A (CMCSA) 0.1 $90k NEW 2.0k 44.34
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Broadcom (AVGO) 0.1 $90k NEW 108.00 830.58
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IPG Photonics Corporation (IPGP) 0.1 $89k NEW 880.00 101.54
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Coca-Cola Company (KO) 0.1 $89k NEW 1.6k 55.98
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $88k NEW 213.00 414.90
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American Water Works (AWK) 0.1 $87k NEW 700.00 123.83
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Trimble Navigation (TRMB) 0.1 $86k NEW 1.6k 53.86
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $86k NEW 4.2k 20.67
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IDEX Corporation (IEX) 0.1 $86k NEW 413.00 208.02
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $85k NEW 276.00 307.11
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $84k NEW 2.3k 36.90
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $84k NEW 1.7k 49.43
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Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.1 $81k NEW 3.4k 23.94
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Lululemon Athletica (LULU) 0.1 $81k NEW 210.00 385.50
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Innovator Etfs Tr Us Eqt Acc 9 Bfr (XBJA) 0.1 $79k NEW 3.2k 24.77
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Starbucks Corporation (SBUX) 0.1 $77k NEW 845.00 91.27
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $76k NEW 2.2k 33.96
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Lockheed Martin Corporation (LMT) 0.0 $75k NEW 184.00 408.96
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Novartis Sponsored Adr (NVS) 0.0 $75k NEW 733.00 101.86
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $72k NEW 804.00 89.22
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Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $71k NEW 2.2k 32.61
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Ishares Tr Cre U S Reit Etf (USRT) 0.0 $71k NEW 1.5k 47.18
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Ishares Silver Tr Ishares (SLV) 0.0 $70k NEW 3.5k 20.34
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MercadoLibre (MELI) 0.0 $70k NEW 55.00 1268.75
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $68k NEW 1.6k 42.01
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Raytheon Technologies Corp (RTX) 0.0 $68k NEW 940.00 71.97
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Shopify Cl A (SHOP) 0.0 $67k NEW 1.2k 54.57
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Toast Cl A (TOST) 0.0 $67k NEW 3.6k 18.73
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Hercules Technology Growth Capital (HTGC) 0.0 $66k NEW 4.0k 16.42
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Livent Corp (LTHM) 0.0 $64k NEW 3.5k 18.41
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McKesson Corporation (MCK) 0.0 $63k NEW 144.00 434.85
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Align Technology (ALGN) 0.0 $61k NEW 200.00 305.32
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Intel Corporation (INTC) 0.0 $60k NEW 1.7k 35.54
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Automatic Data Processing (ADP) 0.0 $60k NEW 250.00 240.58
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Diageo Spon Adr New (DEO) 0.0 $60k NEW 400.00 149.18
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Palo Alto Networks (PANW) 0.0 $60k NEW 254.00 234.44
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American Centy Etf Tr Avantis All Eqt (AVGE) 0.0 $60k NEW 1.0k 58.81
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Sempra Energy (SRE) 0.0 $59k NEW 872.00 68.03
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Anavex Life Sciences Corp Com New (AVXL) 0.0 $59k NEW 9.0k 6.55
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Illinois Tool Works (ITW) 0.0 $58k NEW 251.00 230.31
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $58k NEW 98.00 588.66
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Aon Shs Cl A (AON) 0.0 $57k NEW 176.00 324.22
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Brown & Brown (BRO) 0.0 $56k NEW 807.00 69.84
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CSX Corporation (CSX) 0.0 $56k NEW 1.8k 30.75
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Microchip Technology (MCHP) 0.0 $56k NEW 718.00 78.05
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Franklin Templeton Etf Tr Franklin Asia (FLAX) 0.0 $56k NEW 2.7k 20.35
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Target Corporation (TGT) 0.0 $55k NEW 500.00 110.57
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Innovator Etfs Tr Us Eqty Buf Sep (BSEP) 0.0 $55k NEW 1.6k 33.66
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Super Micro Computer (SMCI) 0.0 $55k NEW 200.00 274.22
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Rivian Automotive Com Cl A (RIVN) 0.0 $54k NEW 2.2k 24.28
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $54k -74% 1.8k 29.94
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Cme (CME) 0.0 $54k NEW 267.00 200.22
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Packaging Corporation of America (PKG) 0.0 $53k NEW 346.00 153.55
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Cummins (CMI) 0.0 $52k NEW 228.00 228.46
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American Centy Etf Tr Avantis Responsi (AVSE) 0.0 $52k NEW 1.2k 44.87
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General Dynamics Corporation (GD) 0.0 $51k NEW 231.00 220.97
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Kla Corp Com New (KLAC) 0.0 $51k NEW 111.00 458.66
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Fidelity National Financial Fnf Group Com (FNF) 0.0 $51k NEW 1.2k 41.30
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Akero Therapeutics (AKRO) 0.0 $51k NEW 1.0k 50.58
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $50k NEW 300.00 167.38
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Wal-Mart Stores (WMT) 0.0 $50k NEW 313.00 159.93
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Hershey Company (HSY) 0.0 $50k NEW 250.00 200.08
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Moneylion Cl A (ML) 0.0 $50k NEW 2.3k 21.64
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $50k NEW 570.00 86.90
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Prologis (PLD) 0.0 $49k NEW 437.00 112.21
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Snap-on Incorporated (SNA) 0.0 $49k NEW 192.00 255.06
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Curtiss-Wright (CW) 0.0 $49k NEW 248.00 195.63
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Renaissance Cap Greenwich Ipo Etf (IPO) 0.0 $48k NEW 1.5k 31.97
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Xylem (XYL) 0.0 $48k NEW 522.00 91.03
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Kroger (KR) 0.0 $47k NEW 1.1k 44.75
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Fabrinet SHS (FN) 0.0 $47k NEW 282.00 166.62
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Polaris Industries (PII) 0.0 $46k NEW 445.00 104.14
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Anthem (ELV) 0.0 $46k NEW 105.00 435.42
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $46k NEW 916.00 49.85
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Apollo Global Mgmt (APO) 0.0 $45k NEW 500.00 89.76
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $44k NEW 278.00 159.49
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $44k NEW 469.00 94.19
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Robert Half International (RHI) 0.0 $43k NEW 586.00 73.28
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Genuine Parts Company (GPC) 0.0 $42k NEW 293.00 144.38
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Baxter International (BAX) 0.0 $42k NEW 1.1k 37.74
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Carrier Global Corporation (CARR) 0.0 $41k NEW 750.00 55.20
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Progress Software Corporation (PRGS) 0.0 $41k NEW 775.00 52.58
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Freeport-mcmoran CL B (FCX) 0.0 $40k NEW 1.1k 37.29
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Eastman Chemical Company (EMN) 0.0 $40k NEW 520.00 76.72
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $40k NEW 912.00 43.72
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Rambus (RMBS) 0.0 $39k NEW 703.00 55.79
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Ishares Tr S&p 100 Etf (OEF) 0.0 $39k NEW 195.00 200.64
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Essential Utils (WTRG) 0.0 $39k NEW 1.1k 34.33
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $39k NEW 512.00 75.17
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.0 $37k NEW 853.00 43.44
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Analog Devices (ADI) 0.0 $37k NEW 211.00 175.09
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Hasbro (HAS) 0.0 $37k NEW 553.00 66.14
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $36k NEW 500.00 71.33
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $36k NEW 182.00 195.69
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Brilliant Earth Group Cl A Com (BRLT) 0.0 $35k 12k 2.95
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Walt Disney Company (DIS) 0.0 $35k NEW 434.00 81.05
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J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.0 $35k NEW 698.00 50.24
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Realty Income (O) 0.0 $35k NEW 700.00 49.94
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Cdw (CDW) 0.0 $35k NEW 173.00 201.76
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Mondelez Intl Cl A (MDLZ) 0.0 $35k NEW 500.00 69.40
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Vanguard Index Fds Growth Etf (VUG) 0.0 $35k NEW 127.00 272.31
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BRT Realty Trust (BRT) 0.0 $35k NEW 2.0k 17.27
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Hess (HES) 0.0 $33k NEW 214.00 153.00
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stock (SPLK) 0.0 $33k NEW 223.00 146.25
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Ford Motor Company (F) 0.0 $32k NEW 2.6k 12.42
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Dover Corporation (DOV) 0.0 $32k NEW 231.00 139.51
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Powerschool Holdings Com Cl A (PWSC) 0.0 $32k NEW 1.4k 22.66
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Norfolk Southern (NSC) 0.0 $32k NEW 160.00 196.93
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Universal Display Corporation (OLED) 0.0 $31k NEW 200.00 156.99
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Peak (PEAK) 0.0 $31k NEW 1.7k 18.36
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Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 0.0 $31k NEW 940.00 32.73
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Otis Worldwide Corp (OTIS) 0.0 $30k NEW 375.00 80.31
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $30k NEW 158.00 189.07
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Atkore Intl (ATKR) 0.0 $30k NEW 200.00 149.19
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $30k NEW 143.00 208.24
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Icon SHS (ICLR) 0.0 $30k NEW 120.00 246.25
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Farfetch Ord Sh Cl A (FTCH) 0.0 $29k -13% 14k 2.09
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Albany Intl Corp Cl A (AIN) 0.0 $29k NEW 332.00 86.28
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Photronics (PLAB) 0.0 $28k NEW 1.4k 20.21
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Archer Daniels Midland Company (ADM) 0.0 $28k NEW 369.00 75.42
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Dimensional Etf Trust Short Duration F (DFSD) 0.0 $28k -86% 600.00 46.38
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New York Community Ban (NYCB) 0.0 $28k NEW 2.4k 11.34
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Airbnb Com Cl A (ABNB) 0.0 $27k NEW 200.00 137.21
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GATX Corporation (GATX) 0.0 $27k NEW 252.00 108.83
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ConocoPhillips (COP) 0.0 $27k NEW 227.00 119.80
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Occidental Petroleum Corporation (OXY) 0.0 $27k NEW 415.00 64.88
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Lowe's Companies (LOW) 0.0 $26k NEW 126.00 207.84
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C3 Ai Cl A (AI) 0.0 $26k NEW 1.0k 25.52
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Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.0 $25k NEW 1.1k 23.91
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Toro Company (TTC) 0.0 $25k NEW 304.00 83.10
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Oracle Corporation (ORCL) 0.0 $25k NEW 237.00 105.92
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Lam Research Corporation (LRCX) 0.0 $25k NEW 40.00 626.77
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Invesco SHS (IVZ) 0.0 $25k NEW 1.7k 14.52
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Huntsman Corporation (HUN) 0.0 $24k NEW 1.0k 24.40
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Humana (HUM) 0.0 $24k NEW 50.00 486.52
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Sofi Technologies (SOFI) 0.0 $24k NEW 3.0k 7.99
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Haemonetics Corporation (HAE) 0.0 $24k NEW 266.00 89.58
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $24k NEW 992.00 23.94
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Ciena Corp Com New (CIEN) 0.0 $24k NEW 497.00 47.26
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Crispr Therapeutics Namen Akt (CRSP) 0.0 $23k NEW 500.00 45.39
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Knight-swift Transn Hldgs In Cl A (KNX) 0.0 $23k NEW 452.00 50.15
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Bio-techne Corporation (TECH) 0.0 $23k NEW 332.00 68.07
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Neurocrine Biosciences (NBIX) 0.0 $23k NEW 200.00 112.50
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Dominion Resources (D) 0.0 $22k NEW 500.00 44.67
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Bruker Corporation (BRKR) 0.0 $22k NEW 354.00 62.30
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Fmc Corp Com New (FMC) 0.0 $22k NEW 327.00 66.97
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Essex Property Trust (ESS) 0.0 $21k NEW 100.00 212.09
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Wells Fargo & Company (WFC) 0.0 $20k NEW 500.00 40.86
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $20k NEW 1.0k 19.52
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $20k NEW 200.00 100.93
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Laboratory Corp Amer Hldgs Com New (LH) 0.0 $20k NEW 100.00 201.05
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Danaher Corporation (DHR) 0.0 $20k NEW 80.00 248.10
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Zimmer Holdings (ZBH) 0.0 $20k NEW 176.00 112.22
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eBay (EBAY) 0.0 $20k NEW 442.00 44.09
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Starwood Property Trust (STWD) 0.0 $19k NEW 1.0k 19.35
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Atlantica Sustainable Infr P SHS (AY) 0.0 $19k NEW 1.0k 19.10
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $19k NEW 939.00 20.11
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.0 $19k NEW 270.00 69.14
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Fisker Cl A Com Stk (FSR) 0.0 $19k NEW 2.9k 6.42
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Union Pacific Corporation (UNP) 0.0 $19k NEW 91.00 203.63
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Franklin Templeton Etf Tr Ftse Canada (FLCA) 0.0 $19k NEW 615.00 30.11
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Wynn Resorts (WYNN) 0.0 $19k NEW 200.00 92.41
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Las Vegas Sands (LVS) 0.0 $18k NEW 400.00 45.84
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Stryker Corporation (SYK) 0.0 $18k NEW 67.00 273.27
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Shoals Technologies Group In Cl A (SHLS) 0.0 $18k NEW 1.0k 18.25
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Dolby Laboratories Com Cl A (DLB) 0.0 $18k NEW 230.00 79.26
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American Centy Etf Tr International Lr (AVIV) 0.0 $18k NEW 370.00 48.14
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Franklin Templeton Etf Tr Frankln Swzlnd (FLSW) 0.0 $18k NEW 585.00 29.90
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Tempur-Pedic International (TPX) 0.0 $17k NEW 400.00 43.34
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Air Products & Chemicals (APD) 0.0 $17k NEW 61.00 283.39
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Uipath Cl A (PATH) 0.0 $17k NEW 1.0k 17.11
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Chart Industries (GTLS) 0.0 $17k NEW 100.00 169.12
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Columbia Sportswear Company (COLM) 0.0 $17k NEW 224.00 74.10
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Totalenergies Se Sponsored Ads (TTE) 0.0 $16k NEW 250.00 65.76
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Lithium Amers Corp Com New (LAC) 0.0 $16k NEW 900.00 17.81
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $16k NEW 212.00 75.15
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American Centy Etf Tr Avantis All Eqt (AVGV) 0.0 $16k NEW 310.00 51.20
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $16k NEW 224.00 69.25
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Rio Tinto Sponsored Adr (RIO) 0.0 $16k NEW 243.00 63.64
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $15k NEW 374.00 40.37
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Kellogg Company (K) 0.0 $15k NEW 250.00 59.51
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Quest Resource Hldg Corp Com New (QRHC) 0.0 $15k NEW 2.0k 7.40
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Synopsys (SNPS) 0.0 $15k NEW 32.00 458.97
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Freyr Battery SHS (FREY) 0.0 $15k NEW 3.0k 4.89
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Carnival Corp Common Stock (CCL) 0.0 $15k NEW 1.1k 13.72
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Green Brick Partners (GRBK) 0.0 $15k NEW 350.00 41.51
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Novanta (NOVT) 0.0 $14k NEW 100.00 143.44
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Duke Energy Corp Com New (DUK) 0.0 $14k NEW 159.00 88.26
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Crane Holdings (CXT) 0.0 $14k NEW 247.00 55.57
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Solaredge Technologies (SEDG) 0.0 $13k NEW 100.00 129.51
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Medical Properties Trust (MPW) 0.0 $13k NEW 2.4k 5.45
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Alteryx Com Cl A (AYX) 0.0 $13k NEW 340.00 37.69