Proficio Capital Partners

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

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Positions held by Proficio Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Proficio Capital Partners

Proficio Capital Partners holds 389 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 10.3 $133M +2% 2.3M 58.05
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.5 $110M +6% 210k 526.76
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Spdr Gold Tr Gold Shs (GLD) 7.7 $99M +4% 359k 276.09
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Spdr Ser Tr Bloomberg 3-12 M (BILS) 4.7 $61M -4% 610k 99.25
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Ishares Tr Russell 3000 Etf (IWV) 3.8 $49M -9% 155k 318.76
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $32M -32% 56k 560.16
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.2 $28M -7% 283k 100.50
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NVIDIA Corporation (NVDA) 2.2 $28M 261k 108.40
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Apple (AAPL) 1.9 $25M 110k 222.36
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Ishares Tr Rus Top 200 Etf (IWL) 1.8 $24M NEW 171k 137.50
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Microsoft Corporation (MSFT) 1.8 $23M +4% 62k 377.51
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Alps Etf Tr Alerian Mlp (AMLP) 1.8 $23M 440k 52.01
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Goldman Sachs Physical Gold Unit (AAAU) 1.5 $20M 694k 28.90
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Global X Fds Artificial Etf (AIQ) 1.4 $18M -11% 478k 37.66
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Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $17M 61k 274.98
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Amazon (AMZN) 1.2 $16M 83k 190.89
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Ishares Tr Core S&p500 Etf (IVV) 1.2 $15M 27k 562.84
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Eli Lilly & Co. (LLY) 1.2 $15M +170% 18k 825.89
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Ishares Tr Fltg Rate Nt Etf (FLOT) 1.1 $14M +23% 279k 50.95
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Coreweave Com Cl A (CRWV) 1.1 $14M NEW 380k 37.08
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Global X Fds S&p 500 Covered (XYLD) 1.0 $13M -21% 324k 40.61
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Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.0 $13M +59% 262k 50.15
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Alphabet Cap Stk Cl C (GOOG) 1.0 $12M -5% 78k 158.12
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $11M -3% 22k 468.93
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Blackstone Secd Lending Common Stock (BXSL) 0.8 $10M -34% 317k 32.46
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Ishares Tr Russell 2000 Etf (IWM) 0.8 $10M -73% 46k 220.91
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Ishares Tr Short Treas Bd (SHV) 0.8 $9.8M -2% 89k 110.30
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $9.3M NEW 102k 91.05
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $9.3M -4% 17k 532.76
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Ishares Msci Gbl Gold Mn (RING) 0.7 $9.2M +2% 285k 32.39
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Vaneck Etf Trust Clo Etf (CLOI) 0.7 $9.2M NEW 174k 52.85
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $9.2M +3% 111k 82.71
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Visa Com Cl A (V) 0.7 $9.1M 26k 348.29
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Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.7 $8.6M NEW 167k 51.74
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Ishares Tr Mbs Etf (MBB) 0.7 $8.6M +8% 93k 93.21
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Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.7 $8.4M NEW 331k 25.49
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Wal-Mart Stores (WMT) 0.6 $8.1M 91k 88.63
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Metropcs Communications (TMUS) 0.6 $7.4M +868% 28k 266.71
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Ishares Silver Tr Ishares (SLV) 0.6 $7.4M +12% 262k 28.19
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $7.0M +10% 148k 47.38
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $6.9M +19% 171k 40.27
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Meta Platforms Cl A (META) 0.5 $6.5M +2% 11k 576.61
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Blackstone Group Inc Com Cl A (BX) 0.4 $5.8M -2% 41k 142.46
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At&t (T) 0.4 $5.8M +607% 204k 28.28
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $5.7M -13% 59k 98.21
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $5.7M 37k 154.94
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Global Partners Com Units (GLP) 0.4 $5.5M -17% 104k 53.38
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Vodafone Group Sponsored Adr (VOD) 0.4 $5.4M +127% 578k 9.37
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Verizon Communications (VZ) 0.4 $5.4M +963% 118k 45.36
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First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.4 $5.2M -54% 44k 118.31
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Uber Technologies (UBER) 0.4 $5.2M 72k 72.98
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Proshares Tr Bitcoin Etf (BITO) 0.4 $5.1M -28% 228k 22.53
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $5.1M NEW 56k 91.62
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Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.4 $4.8M -23% 102k 47.25
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Goldman Sachs (GS) 0.3 $4.4M 8.0k 547.94
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Home Depot (HD) 0.3 $4.4M +12% 12k 366.07
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Vanguard World Inf Tech Etf (VGT) 0.3 $4.2M -16% 7.7k 546.91
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Oracle Corporation (ORCL) 0.3 $4.0M +4% 28k 141.50
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Kkr & Co (KKR) 0.3 $3.8M +3% 32k 117.18
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JPMorgan Chase & Co. (JPM) 0.3 $3.7M 15k 245.25
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.3 $3.6M 120k 29.82
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $3.6M 6.6k 535.90
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Ishares Tr TRS FLT RT BD (TFLO) 0.3 $3.6M 70k 50.49
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Wayfair Cl A (W) 0.3 $3.5M 109k 32.03
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Broadcom (AVGO) 0.3 $3.3M +2% 20k 167.43
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Vanguard World Utilities Etf (VPU) 0.3 $3.3M 19k 171.33
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $2.9M -3% 44k 65.97
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Analog Devices (ADI) 0.2 $2.9M 15k 201.67
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Tesla Motors (TSLA) 0.2 $2.8M -2% 11k 259.16
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Lam Research Corp Com New (LRCX) 0.2 $2.7M 37k 72.70
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Chevron Corporation (CVX) 0.2 $2.7M +173% 16k 167.29
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First Tr Exchange-traded Nat Gas Etf (FCG) 0.2 $2.6M +336% 106k 24.85
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Costco Wholesale Corporation (COST) 0.2 $2.6M +2% 2.8k 948.96
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $2.6M 13k 193.99
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ConocoPhillips (COP) 0.2 $2.5M +59% 24k 105.02
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $2.4M NEW 29k 85.07
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Fidelity Covington Trust Enhanced Mid (FMDE) 0.2 $2.4M -41% 77k 31.34
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Exxon Mobil Corporation (XOM) 0.2 $2.3M +4% 19k 118.93
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Sba Communications Corp Cl A (SBAC) 0.2 $2.3M NEW 10k 220.01
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Flutter Entmt SHS (FLUT) 0.2 $2.2M 10k 222.81
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Cisco Systems (CSCO) 0.2 $2.1M +103% 35k 61.71
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Netflix (NFLX) 0.2 $2.1M +5% 2.3k 932.45
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Dynatrace Com New (DT) 0.2 $2.1M NEW 44k 47.15
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $2.0M NEW 35k 57.14
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UnitedHealth (UNH) 0.1 $1.9M -3% 3.6k 523.69
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Exchange Listed Fds Tr Saba Int Rate (CEFS) 0.1 $1.9M -12% 88k 21.37
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Procter & Gamble Company (PG) 0.1 $1.8M +3% 11k 170.42
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Ishares Tr Ultra Short-term (ICSH) 0.1 $1.7M -34% 34k 50.69
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Mastercard Incorporated Cl A (MA) 0.1 $1.7M +3% 3.1k 548.05
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Walt Disney Company (DIS) 0.1 $1.7M 17k 98.06
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Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.1 $1.7M -23% 33k 50.53
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Advisorshares Tr Pure Us Cannabis (MSOS) 0.1 $1.6M +268% 602k 2.59
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Ishares Tr Msci India Sm Cp (SMIN) 0.1 $1.5M -18% 20k 76.45
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Astrazeneca Sponsored Adr (AZN) 0.1 $1.5M +92% 21k 73.50
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Advanced Micro Devices (AMD) 0.1 $1.5M +201% 15k 102.74
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $1.5M -18% 34k 44.88
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Johnson & Johnson (JNJ) 0.1 $1.5M -55% 8.8k 165.84
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Crown Castle Intl (CCI) 0.1 $1.5M +69% 14k 104.23
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Airbnb Com Cl A (ABNB) 0.1 $1.5M 12k 121.04
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Abbvie (ABBV) 0.1 $1.4M +4% 6.9k 209.53
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Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.4M +63% 18k 80.99
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Nike CL B (NKE) 0.1 $1.4M +2% 22k 64.57
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Merck & Co (MRK) 0.1 $1.4M +4% 16k 88.99
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Fidelity Covington Trust Enhanced Large (FELG) 0.1 $1.4M +28% 45k 31.50
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Brown & Brown (BRO) 0.1 $1.3M 11k 124.40
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Ishares Tr Expanded Tech (IGV) 0.1 $1.3M +88% 15k 88.99
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Ea Series Trust Sparkline Intang (ITAN) 0.1 $1.3M 43k 29.78
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Core Scientific (CORZ) 0.1 $1.3M NEW 161k 7.98
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Astera Labs (ALAB) 0.1 $1.3M -6% 20k 61.99
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.2M 5.6k 221.75
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Brookfield Wealth Sol Cl A Exchangeab (BNT) 0.1 $1.2M 24k 52.18
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Raytheon Technologies Corp (RTX) 0.1 $1.2M +2% 9.3k 132.46
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Linde SHS (LIN) 0.1 $1.2M 2.6k 465.57
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Coca-Cola Company (KO) 0.1 $1.2M +55% 17k 71.62
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Abbott Laboratories (ABT) 0.1 $1.2M 9.0k 132.65
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $1.1M 17k 68.01
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Automatic Data Processing (ADP) 0.1 $1.1M 3.7k 305.53
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Lockheed Martin Corporation (LMT) 0.1 $1.1M 2.5k 446.65
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.1M -2% 22k 50.83
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Triple Flag Precious Metals (TFPM) 0.1 $1.1M NEW 58k 19.28
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $1.1M 46k 24.08
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Burford Cap Ord Shs (BUR) 0.1 $1.1M +9% 83k 13.21
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Parker-Hannifin Corporation (PH) 0.1 $1.1M 1.8k 607.77
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Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) 0.1 $1.1M NEW 27k 40.49
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $1.1M NEW 26k 41.85
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Howard Hughes Holdings (HHH) 0.1 $1.1M 15k 73.89
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International Business Machines (IBM) 0.1 $1.1M +61% 4.3k 248.63
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $1.0M 54k 19.48
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.0M +112% 2.1k 484.82
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Intuit (INTU) 0.1 $1.0M -3% 1.6k 613.84
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SPS Commerce (SPSC) 0.1 $997k NEW 7.5k 132.73
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Nextera Energy (NEE) 0.1 $984k +5% 14k 70.89
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Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $961k +16% 26k 37.23
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Morgan Stanley Com New (MS) 0.1 $961k 8.2k 116.66
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $958k -14% 46k 20.68
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Intuitive Surgical Com New (ISRG) 0.1 $927k +2% 1.9k 495.27
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American Express Company (AXP) 0.1 $925k 3.4k 269.06
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Bank of America Corporation (BAC) 0.1 $896k +5% 22k 41.73
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Amphenol Corp Cl A (APH) 0.1 $895k 14k 65.59
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Martin Marietta Materials (MLM) 0.1 $855k 1.8k 478.18
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General Motors Company (GM) 0.1 $852k +73% 18k 47.03
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $843k NEW 16k 52.37
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Urban Outfitters (URBN) 0.1 $842k 16k 52.40
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Adobe Systems Incorporated (ADBE) 0.1 $838k -6% 2.2k 383.53
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Select Sector Spdr Tr Energy (XLE) 0.1 $835k +127% 8.9k 93.45
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Chubb (CB) 0.1 $833k -6% 2.8k 301.95
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TransDigm Group Incorporated (TDG) 0.1 $814k +2% 588.00 1383.72
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Booking Holdings (BKNG) 0.1 $797k 173.00 4607.17
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Marsh & McLennan Companies (MMC) 0.1 $796k 3.3k 244.00
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $793k +3% 2.5k 312.08
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $793k NEW 15k 52.52
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American Intl Group Com New (AIG) 0.1 $787k -4% 9.0k 86.94
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Lowe's Companies (LOW) 0.1 $785k 3.4k 233.21
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Starbucks Corporation (SBUX) 0.1 $776k +3% 7.9k 98.17
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Thermo Fisher Scientific (TMO) 0.1 $759k +4% 1.5k 497.66
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salesforce (CRM) 0.1 $739k 2.8k 268.39
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Caterpillar (CAT) 0.1 $733k 2.2k 329.73
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Ge Aerospace Com New (GE) 0.1 $731k +9% 3.7k 200.12
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Wells Fargo & Company (WFC) 0.1 $727k +2% 10k 71.79
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McDonald's Corporation (MCD) 0.1 $726k +13% 2.3k 312.33
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Hartford Financial Services (HIG) 0.1 $722k 5.8k 123.73
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Progressive Corporation (PGR) 0.1 $706k +5% 2.5k 283.02
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $702k NEW 33k 21.53
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Deere & Company (DE) 0.1 $697k +18% 1.5k 469.31
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Qualcomm (QCOM) 0.1 $689k +6% 4.5k 153.61
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Stryker Corporation (SYK) 0.1 $682k +10% 1.8k 372.23
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Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) 0.1 $678k NEW 15k 44.31
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Wheaton Precious Metals Corp (WPM) 0.1 $669k 8.6k 77.63
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Welltower Inc Com reit (WELL) 0.1 $663k +6% 4.3k 153.20
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Pepsi (PEP) 0.1 $663k 4.4k 149.96
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Texas Instruments Incorporated (TXN) 0.1 $663k -3% 3.7k 179.69
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Amgen (AMGN) 0.1 $656k +16% 2.1k 311.48
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Cigna Corp (CI) 0.1 $654k +130% 2.0k 329.02
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Ea Series Trust Sparkline Intl (DTAN) 0.1 $653k 25k 26.35
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Etf Opportunities Trust Smi 3fourteen Fu (FCTE) 0.1 $648k NEW 26k 25.11
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Franco-Nevada Corporation (FNV) 0.0 $647k 4.1k 157.56
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $643k -16% 21k 30.73
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S&p Global (SPGI) 0.0 $643k 1.3k 508.06
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Select Sector Spdr Tr Financial (XLF) 0.0 $641k NEW 13k 49.81
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Philip Morris International (PM) 0.0 $633k +3% 4.0k 158.73
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Cdw (CDW) 0.0 $633k 3.9k 160.28
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Paychex (PAYX) 0.0 $632k 4.1k 154.26
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Builders FirstSource (BLDR) 0.0 $629k +10% 5.0k 124.94
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Palantir Technologies Cl A (PLTR) 0.0 $619k +6% 7.3k 84.40
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Blackrock (BLK) 0.0 $614k +4% 649.00 946.04
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Applied Materials (AMAT) 0.0 $608k -7% 4.2k 145.13
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Moody's Corporation (MCO) 0.0 $607k 1.3k 465.59
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O'reilly Automotive (ORLY) 0.0 $606k 423.00 1432.58
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Eaton Corp SHS (ETN) 0.0 $597k 2.2k 271.79
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Union Pacific Corporation (UNP) 0.0 $595k +13% 2.5k 236.27
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Regis Corporation Com Shs (RGS) 0.0 $593k 33k 18.01
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TJX Companies (TJX) 0.0 $590k +8% 4.8k 121.79
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Honeywell International (HON) 0.0 $589k +5% 2.8k 211.73
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Listed Fd Tr Horizon Kinetics (INFL) 0.0 $572k NEW 14k 40.65
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Pfizer (PFE) 0.0 $568k +163% 22k 25.34
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Dupont De Nemours (DD) 0.0 $561k +172% 7.5k 74.68
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Fiserv (FI) 0.0 $555k +6% 2.5k 220.83
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Sherwin-Williams Company (SHW) 0.0 $550k +11% 1.6k 349.08
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Boston Scientific Corporation (BSX) 0.0 $550k +2% 5.5k 100.88
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Danaher Corporation (DHR) 0.0 $543k +3% 2.6k 204.97
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Johnson Ctls Intl SHS (JCI) 0.0 $536k +8% 6.7k 80.11
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Cheniere Energy Com New (LNG) 0.0 $531k -14% 2.3k 231.42
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Vanguard Index Fds Value Etf (VTV) 0.0 $528k -16% 3.1k 172.68
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Simon Property (SPG) 0.0 $527k 3.2k 166.08
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Globe Life (GL) 0.0 $526k 4.0k 131.72
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Fortinet (FTNT) 0.0 $525k -5% 5.5k 96.26
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Ishares Core Msci Emkt (IEMG) 0.0 $514k 9.5k 53.97
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Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $514k NEW 13k 38.47
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Tractor Supply Company (TSCO) 0.0 $512k 9.3k 55.10
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Servicenow (NOW) 0.0 $512k +2% 643.00 796.14
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $510k +49% 6.5k 78.89
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Willis Towers Watson SHS (WTW) 0.0 $502k 1.5k 338.02
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Charles Schwab Corporation (SCHW) 0.0 $500k +7% 6.4k 78.29
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Nelnet Cl A (NNI) 0.0 $499k 4.5k 110.93
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Comcast Corp Cl A (CMCSA) 0.0 $498k -15% 14k 36.90
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Amplify Etf Tr Amplify Junior S (SILJ) 0.0 $496k 49k 10.13
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AutoZone (AZO) 0.0 $492k 129.00 3812.78
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Zoetis Cl A (ZTS) 0.0 $486k -3% 2.9k 164.66
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Carrier Global Corporation (CARR) 0.0 $483k +5% 7.6k 63.40
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Capital One Financial (COF) 0.0 $480k +4% 2.7k 179.33
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CSX Corporation (CSX) 0.0 $475k -11% 16k 29.43
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Prologis (PLD) 0.0 $473k +29% 4.2k 111.80
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Vulcan Materials Company (VMC) 0.0 $473k 2.0k 233.26
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $457k 1.5k 306.74
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Travelers Companies (TRV) 0.0 $457k +4% 1.7k 264.40
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Gilead Sciences (GILD) 0.0 $453k +10% 4.0k 112.06
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Ishares Tr Ishares Biotech (IBB) 0.0 $453k 3.6k 124.59
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Corteva (CTVA) 0.0 $449k NEW 7.1k 62.93
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Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $447k -8% 331.00 1350.14
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $445k -27% 2.4k 186.36
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $444k -29% 4.1k 108.69
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Palo Alto Networks (PANW) 0.0 $441k +7% 2.6k 170.64
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Fastenal Company (FAST) 0.0 $441k 5.7k 77.55
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Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.0 $440k 15k 30.14
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Verisk Analytics (VRSK) 0.0 $439k +3% 1.5k 297.66
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Nokia Corp Sponsored Adr (NOK) 0.0 $439k 82k 5.34
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Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $435k NEW 6.8k 63.81
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Williams-Sonoma (WSM) 0.0 $432k +2% 2.7k 158.13
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Aon Shs Cl A (AON) 0.0 $431k 1.1k 399.25
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Illinois Tool Works (ITW) 0.0 $428k 1.7k 247.99
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Cbre Group Cl A (CBRE) 0.0 $425k +5% 3.3k 130.78
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Waste Connections (WCN) 0.0 $420k -4% 2.2k 195.19
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $419k -48% 4.4k 95.98
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Jacobs Engineering Group (J) 0.0 $412k 3.4k 120.90
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Amentum Holdings (AMTM) 0.0 $412k NEW 23k 17.92
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Target Corporation (TGT) 0.0 $410k -12% 3.9k 104.35
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Kla Corp Com New (KLAC) 0.0 $396k +7% 583.00 679.25
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McKesson Corporation (MCK) 0.0 $394k +6% 585.00 673.29
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $392k 14k 27.96
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Generac Holdings (GNRC) 0.0 $390k NEW 3.1k 126.36
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Intercontinental Exchange (ICE) 0.0 $389k 2.3k 172.51
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $388k 6.4k 60.66
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Comfort Systems USA (FIX) 0.0 $386k 1.2k 322.33
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $385k 6.0k 64.20
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Micron Technology (MU) 0.0 $379k +7% 4.4k 86.90
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Altria (MO) 0.0 $377k +10% 6.3k 60.02
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Rush Enterprises Cl A (RUSHA) 0.0 $376k +15% 7.0k 53.41
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Spotify Technology S A SHS (SPOT) 0.0 $376k +8% 683.00 550.03
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $369k 5.0k 73.69
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Williams Companies (WMB) 0.0 $365k 6.1k 59.76
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Arthur J. Gallagher & Co. (AJG) 0.0 $361k +10% 1.0k 345.40
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American Tower Reit (AMT) 0.0 $360k +28% 1.7k 217.60
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Arista Networks Com Shs (ANET) 0.0 $356k 4.6k 77.48
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $354k -33% 4.9k 71.97
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CoStar (CSGP) 0.0 $352k +6% 4.4k 79.23
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Ishares Msci Jpn Etf New (EWJ) 0.0 $350k 5.1k 68.56
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Cintas Corporation (CTAS) 0.0 $348k +4% 1.7k 205.51
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Cadence Design Systems (CDNS) 0.0 $345k -5% 1.4k 254.33
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Applovin Corp Com Cl A (APP) 0.0 $343k -11% 1.3k 264.97
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Roper Industries (ROP) 0.0 $341k +7% 579.00 589.71
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NVR (NVR) 0.0 $341k -4% 47.00 7244.38
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Waste Management (WM) 0.0 $338k 1.5k 231.44
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $337k +8% 2.0k 166.00
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Ansys (ANSS) 0.0 $337k 1.1k 316.56
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Southern Company (SO) 0.0 $331k 3.6k 91.94
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Ameriprise Financial (AMP) 0.0 $331k -2% 683.00 484.29
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Synopsys (SNPS) 0.0 $329k -3% 768.00 428.85
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Marriott Intl Cl A (MAR) 0.0 $323k +4% 1.4k 238.27
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Bristol Myers Squibb (BMY) 0.0 $323k +24% 5.3k 60.99
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Duke Energy Corp Com New (DUK) 0.0 $321k 2.6k 121.96
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Boeing Company (BA) 0.0 $319k +12% 1.9k 170.55
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $314k 6.5k 48.45
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Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.0 $313k -24% 6.4k 48.67
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Apollo Global Mgmt (APO) 0.0 $311k -41% 2.3k 136.95
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Cme (CME) 0.0 $310k 1.2k 265.31
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Siriusxm Holdings Common Stock (SIRI) 0.0 $310k 14k 22.02
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Service Corporation International (SCI) 0.0 $310k +3% 3.9k 80.20
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $308k NEW 1.8k 173.23
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Allstate Corporation (ALL) 0.0 $304k +5% 1.5k 207.07
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Chipotle Mexican Grill (CMG) 0.0 $304k -13% 6.0k 50.21
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $304k 6.7k 45.26
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Citigroup Com New (C) 0.0 $303k +9% 4.3k 70.99
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Anthem (ELV) 0.0 $302k +11% 695.00 435.09
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Howmet Aerospace (HWM) 0.0 $302k +14% 2.3k 129.71
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Enterprise Products Partners (EPD) 0.0 $301k 8.8k 34.14
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Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.0 $299k 11k 28.57
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $297k 4.1k 72.46
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Motorola Solutions Com New (MSI) 0.0 $291k -2% 664.00 437.69
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Capital Sr Living Corp (SNDA) 0.0 $290k 13k 23.02
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Coinbase Global Com Cl A (COIN) 0.0 $289k 1.7k 172.23
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Verisign (VRSN) 0.0 $288k NEW 1.1k 253.87
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Emerson Electric (EMR) 0.0 $287k +11% 2.6k 109.65
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Regency Centers Corporation (REG) 0.0 $284k +4% 3.8k 73.76
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Ge Vernova (GEV) 0.0 $280k +4% 916.00 305.28
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $280k +6% 793.00 352.58
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Royal Caribbean Cruises (RCL) 0.0 $278k +3% 1.4k 205.44
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Targa Res Corp (TRGP) 0.0 $275k +6% 1.4k 200.44
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Oneok (OKE) 0.0 $271k +6% 2.7k 99.20
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Ishares Tr Large Cap Max Bu (MAXJ) 0.0 $268k NEW 10k 25.79
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Rogers Communications CL B (RCI) 0.0 $267k NEW 10k 26.73
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U Haul Holding Company Com Ser N (UHAL.B) 0.0 $267k +4% 4.5k 59.18
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Valero Energy Corporation (VLO) 0.0 $266k +4% 2.0k 132.05
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Simplify Exchange Traded Fun Managed Futures (CTA) 0.0 $265k NEW 9.0k 29.60
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Equinix (EQIX) 0.0 $263k +23% 323.00 815.60
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $262k 2.8k 93.59
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3M Company (MMM) 0.0 $261k +13% 1.8k 146.86
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Old Dominion Freight Line (ODFL) 0.0 $261k 1.6k 165.48
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Clarus Corp (CLAR) 0.0 $259k 69k 3.76
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Doordash Cl A (DASH) 0.0 $259k +8% 1.4k 182.77
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Hilton Worldwide Holdings (HLT) 0.0 $258k +8% 1.1k 227.55
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EOG Resources (EOG) 0.0 $258k -49% 2.0k 128.24
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $257k NEW 13k 19.59
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Ishares Tr Tips Bd Etf (TIP) 0.0 $257k +17% 2.3k 111.09
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Nexstar Media Group Common Stock (NXST) 0.0 $256k 1.4k 179.22
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Kroger (KR) 0.0 $254k +2% 3.8k 67.70
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Hca Holdings (HCA) 0.0 $254k 734.00 345.33
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Iac Com New (IAC) 0.0 $252k +3% 5.5k 45.94
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Medtronic SHS (MDT) 0.0 $251k NEW 2.8k 89.86
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Air Products & Chemicals (APD) 0.0 $248k 840.00 294.80
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Constellation Energy (CEG) 0.0 $247k -8% 1.2k 201.61
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Norfolk Southern (NSC) 0.0 $246k +12% 1.0k 236.85
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D.R. Horton (DHI) 0.0 $245k +2% 1.9k 127.16
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AFLAC Incorporated (AFL) 0.0 $245k NEW 2.2k 111.21
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Fox Corp Cl A Com (FOXA) 0.0 $244k NEW 4.3k 56.60
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $244k 2.0k 122.01
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Trane Technologies SHS (TT) 0.0 $242k +4% 719.00 337.03
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $237k 4.4k 54.41
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NiSource (NI) 0.0 $237k NEW 5.9k 40.09
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Medpace Hldgs (MEDP) 0.0 $237k +6% 777.00 304.69
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CVS Caremark Corporation (CVS) 0.0 $237k NEW 3.5k 67.75
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Marathon Petroleum Corp (MPC) 0.0 $235k -3% 1.6k 145.69
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Ecolab (ECL) 0.0 $234k NEW 924.00 253.53
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General Dynamics Corporation (GD) 0.0 $233k NEW 856.00 272.67
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Novartis Sponsored Adr (NVS) 0.0 $232k -9% 2.1k 111.48
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Copart (CPRT) 0.0 $231k 4.1k 56.59
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Ishares Tr Residential Mult (REZ) 0.0 $231k -78% 2.7k 86.41
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Seritage Growth Pptys Cl A (SRG) 0.0 $229k +42% 77k 2.97
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Mondelez Intl Cl A (MDLZ) 0.0 $227k NEW 3.3k 67.85
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Schlumberger Com Stk (SLB) 0.0 $223k -2% 5.3k 41.80
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Nicholas Financial (OMCC) 0.0 $223k 36k 6.21
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Vanguard World Energy Etf (VDE) 0.0 $221k NEW 1.7k 129.71
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Otis Worldwide Corp (OTIS) 0.0 $219k NEW 2.1k 103.22
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Unilever Spon Adr New (UL) 0.0 $219k 3.7k 59.55
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Alnylam Pharmaceuticals (ALNY) 0.0 $218k NEW 808.00 270.02
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Discover Financial Services 0.0 $218k +5% 1.3k 170.69
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ExlService Holdings (EXLS) 0.0 $215k NEW 4.5k 47.21
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ResMed (RMD) 0.0 $214k 958.00 223.85
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Northrop Grumman Corporation (NOC) 0.0 $214k -2% 418.00 512.62
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Kaspi Kz Jsc Sponsored Ads (KSPI) 0.0 $214k 2.3k 94.27
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Heico Corp Cl A (HEI.A) 0.0 $212k NEW 1.0k 210.98
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Phillips 66 (PSX) 0.0 $211k NEW 1.7k 123.49
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Diamondback Energy (FANG) 0.0 $210k +2% 1.3k 159.88
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Boot Barn Hldgs (BOOT) 0.0 $209k 1.9k 107.43
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $209k -4% 8.6k 24.24
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Marvell Technology (MRVL) 0.0 $209k +3% 3.4k 61.57
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Monster Beverage Corp (MNST) 0.0 $207k -36% 3.5k 58.52
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Regeneron Pharmaceuticals (REGN) 0.0 $207k +6% 327.00 634.23
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Unum (UNM) 0.0 $207k NEW 2.5k 81.46
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Paccar (PCAR) 0.0 $207k +3% 2.1k 97.37
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United Parcel Service CL B (UPS) 0.0 $207k +8% 1.9k 110.01
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Genuine Parts Company (GPC) 0.0 $206k NEW 1.7k 119.14
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Prudential Financial (PRU) 0.0 $205k -13% 1.8k 111.71
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Kimberly-Clark Corporation (KMB) 0.0 $204k NEW 1.4k 142.22
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Digital Realty Trust (DLR) 0.0 $204k +16% 1.4k 143.31
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Jakks Pac Com New (JAKK) 0.0 $203k 8.2k 24.79
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Church & Dwight (CHD) 0.0 $202k NEW 1.8k 110.11
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Microstrategy Cl A New (MSTR) 0.0 $201k -28% 698.00 288.27
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North American Const (NOA) 0.0 $199k 12k 16.01
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Wayfair Note 0.625%10/0 0.0 $195k 200k 0.97
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $188k 10k 18.59
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Betterware De Mexc S A P I D SHS (BWMX) 0.0 $178k 16k 11.35
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Ford Motor Company (F) 0.0 $165k +35% 16k 10.03
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Superior Industries International (SSUP) 0.0 $155k 75k 2.06
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Under Armour Cl A (UAA) 0.0 $81k NEW 13k 6.25
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TrueBlue (TBI) 0.0 $78k +5% 15k 5.31
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4d Molecular Therapeutics In (FDMT) 0.0 $75k +25% 25k 2.99
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Orion Office Reit Inc-w/i (ONL) 0.0 $54k -7% 26k 2.12
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Grab Holdings Class A Ord (GRAB) 0.0 $45k NEW 10k 4.53
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Stem (STEM) 0.0 $4.6k NEW 13k 0.35
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Past Filings by Proficio Capital Partners

SEC 13F filings are viewable for Proficio Capital Partners going back to 2015

View all past filings