Robertson Stephens Wealth Management

Latest statistics and disclosures from Robertson Stephens Wealth Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Robertson Stephens Wealth Management

Robertson Stephens Wealth Management holds 488 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.4 $140M +5% 290k 480.70
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Ishares Tr Core S&p500 Etf (IVV) 6.6 $124M +3% 236k 525.73
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.4 $103M +21% 196k 524.66
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Apple (AAPL) 3.8 $72M 419k 171.48
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Microsoft Corporation (MSFT) 2.5 $47M +7% 112k 420.72
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $42M 841k 50.17
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Ishares Tr Rus 1000 Grw Etf (IWF) 2.2 $42M +4% 124k 337.05
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Applovin Corp Com Cl A (APP) 2.2 $41M -9% 591k 69.22
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Twilio Cl A (TWLO) 2.2 $41M 663k 61.15
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Ishares Tr Core Us Aggbd Et (AGG) 1.9 $36M +18% 372k 97.94
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Select Sector Spdr Tr Technology (XLK) 1.9 $35M +15% 168k 208.27
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Ishares Tr Rus 1000 Etf (IWB) 1.5 $29M +3% 101k 288.03
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Vanguard Index Fds Growth Etf (VUG) 1.5 $29M -9% 84k 344.20
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.5 $29M -17% 284k 100.89
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Ishares Core Msci Emkt (IEMG) 1.5 $28M +14% 549k 51.60
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.5 $28M 864k 31.95
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Amazon (AMZN) 1.4 $26M +11% 142k 180.38
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Hennessy Fds Tr Stance Esg Etf (STNC) 1.3 $24M -2% 788k 30.27
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $19M +35% 45k 420.52
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $17M +30% 102k 169.37
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Alphabet Cap Stk Cl C (GOOG) 0.9 $17M 109k 152.26
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.9 $16M +8% 41k 398.69
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Select Sector Spdr Tr Indl (XLI) 0.9 $16M +35% 128k 125.96
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.8 $15M +58% 284k 54.24
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Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $15M +2% 182k 84.09
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Acuity Brands (AYI) 0.8 $15M 56k 268.73
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Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $15M 56k 259.90
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.7 $14M NEW 324k 42.55
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $14M +4% 160k 84.44
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Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.7 $13M 340k 36.77
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $12M +4% 82k 150.93
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.6 $12M -3% 460k 25.44
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Ishares Tr Core Msci Eafe (IEFA) 0.6 $11M +16% 153k 74.22
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Bgc Group Cl A (BGC) 0.6 $11M +2% 1.4M 7.77
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Ishares Tr Msci Eafe Etf (EFA) 0.6 $11M +2083% 139k 79.86
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Ishares Tr S&p 500 Val Etf (IVE) 0.6 $11M +14% 58k 186.81
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $10M -5% 187k 54.43
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Visa Com Cl A (V) 0.5 $10M +11% 36k 279.08
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Home Depot (HD) 0.5 $9.4M +2% 25k 383.59
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Bank of America Corporation (BAC) 0.5 $9.3M +6% 245k 37.92
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $8.0M +4% 18k 444.58
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JPMorgan Chase & Co. (JPM) 0.4 $7.8M 39k 200.30
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Select Sector Spdr Tr Communication (XLC) 0.4 $7.8M +11% 95k 81.66
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Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $7.6M +48% 84k 90.44
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $7.5M 69k 109.17
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $7.4M +2% 50k 147.73
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $7.4M +3% 40k 182.61
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Energy Fuels Com New (UUUU) 0.4 $7.3M +17% 1.2M 6.29
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NVIDIA Corporation (NVDA) 0.4 $7.1M -2% 7.9k 903.56
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $6.8M +13% 148k 46.00
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $6.6M -4% 40k 164.35
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.3 $6.6M +21% 94k 69.67
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $6.6M +4% 36k 183.89
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T. Rowe Price (TROW) 0.3 $6.2M 51k 121.92
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Ishares Tr National Mun Etf (MUB) 0.3 $6.1M -4% 57k 107.60
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Select Sector Spdr Tr Financial (XLF) 0.3 $6.0M +5% 142k 42.12
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $5.9M +56% 104k 56.39
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Danaher Corporation (DHR) 0.3 $5.5M 22k 249.99
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Pepsi (PEP) 0.3 $5.4M -2% 30k 176.27
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Caterpillar (CAT) 0.3 $5.4M 15k 366.43
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Costco Wholesale Corporation (COST) 0.3 $5.0M +12% 6.9k 732.67
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Netflix (NFLX) 0.3 $5.0M +6% 8.3k 607.33
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $4.9M +8% 103k 47.06
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Ishares Tr Core Total Usd (IUSB) 0.3 $4.8M +52% 105k 45.59
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.3 $4.7M 83k 56.98
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $4.7M +162% 21k 224.99
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Johnson & Johnson (JNJ) 0.2 $4.6M +6% 29k 158.19
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $4.6M -17% 44k 103.79
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Chipotle Mexican Grill (CMG) 0.2 $4.6M 1.6k 2905.85
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Fiserv (FI) 0.2 $4.5M -3% 29k 159.82
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Vanguard World Inf Tech Etf (VGT) 0.2 $4.5M +201% 8.7k 524.33
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $4.5M -2% 56k 79.91
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Abbvie (ABBV) 0.2 $4.5M +14% 25k 182.10
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $4.4M +6733% 205.00 21663.80
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $4.4M +5% 107k 41.08
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Ishares Tr S&p 100 Etf (OEF) 0.2 $4.4M -8% 18k 247.41
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Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) 0.2 $4.3M +16% 173k 25.05
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $4.3M -5% 71k 61.05
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $4.3M +39% 56k 76.36
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Merck & Co (MRK) 0.2 $4.3M -13% 32k 132.72
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Ishares Tr Core Msci Total (IXUS) 0.2 $4.2M -21% 62k 67.86
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $4.2M 66k 63.74
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $4.2M +24% 38k 110.52
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Sherwin-Williams Company (SHW) 0.2 $4.1M +34% 12k 347.33
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Vanguard Index Fds Value Etf (VTV) 0.2 $4.0M -8% 25k 162.86
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Thermo Fisher Scientific (TMO) 0.2 $4.0M +29% 6.8k 581.57
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Dbx Etf Tr Xtrack Msci Japn (DBJP) 0.2 $3.9M 53k 74.85
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Qualcomm (QCOM) 0.2 $3.9M 23k 169.30
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Eli Lilly & Co. (LLY) 0.2 $3.9M +20% 5.0k 778.00
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Broadcom (AVGO) 0.2 $3.9M +62% 2.9k 1325.48
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Select Sector Spdr Tr Energy (XLE) 0.2 $3.8M +15% 41k 94.41
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Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS) 0.2 $3.8M NEW 53k 71.78
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BlackRock (BLK) 0.2 $3.8M +11% 4.5k 833.77
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $3.7M +9% 48k 77.31
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T Rowe Price Etf Price Blue Chip (TCHP) 0.2 $3.7M +328% 104k 35.30
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Wal-Mart Stores (WMT) 0.2 $3.6M +109% 59k 60.38
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Discover Financial Services (DFS) 0.2 $3.6M -3% 27k 131.09
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Exxon Mobil Corporation (XOM) 0.2 $3.5M 31k 116.24
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Raytheon Technologies Corp (RTX) 0.2 $3.5M 36k 97.53
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Chevron Corporation (CVX) 0.2 $3.5M 22k 157.74
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Ishares Tr Esg Msci Leadr (SUSL) 0.2 $3.4M +2% 36k 93.85
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UnitedHealth (UNH) 0.2 $3.4M +16% 6.8k 494.74
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Wells Fargo & Company (WFC) 0.2 $3.3M +16% 57k 57.96
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Ishares Tr Eafe Value Etf (EFV) 0.2 $3.3M +2% 60k 54.40
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Globalstar (GSAT) 0.2 $3.3M +10% 2.2M 1.47
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Vanguard World Mega Grwth Ind (MGK) 0.2 $3.3M -2% 11k 286.61
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Newmark Group Cl A (NMRK) 0.2 $3.2M 291k 11.09
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Ishares Tr Select Divid Etf (DVY) 0.2 $3.2M +4% 26k 123.18
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Simon Property (SPG) 0.2 $3.0M 19k 156.49
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $3.0M 60k 49.24
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $3.0M 48k 61.53
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $2.9M NEW 100k 29.46
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McDonald's Corporation (MCD) 0.2 $2.9M -30% 10k 281.94
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $2.9M -37% 14k 210.30
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Vanguard World Financials Etf (VFH) 0.2 $2.9M +41% 28k 102.39
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Lam Research Corporation (LRCX) 0.2 $2.8M +25% 2.9k 973.63
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International Business Machines (IBM) 0.1 $2.8M +10% 15k 190.96
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Tesla Motors (TSLA) 0.1 $2.8M 16k 175.79
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.7M -30% 24k 115.30
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.7M 21k 131.24
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Ishares Tr Ibonds 2026 Term (IBHF) 0.1 $2.7M +6% 117k 23.06
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $2.7M +11% 30k 89.50
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $2.7M -17% 65k 40.90
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $2.6M -11% 32k 83.58
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Flex Ord (FLEX) 0.1 $2.6M +2% 93k 28.61
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Boeing Company (BA) 0.1 $2.6M +2% 14k 192.99
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Comcast Corp Cl A (CMCSA) 0.1 $2.6M +2% 61k 43.35
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Cisco Systems (CSCO) 0.1 $2.6M +6% 52k 49.91
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Meta Platforms Cl A (META) 0.1 $2.6M +11% 5.3k 485.56
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $2.5M -62% 25k 100.71
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Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $2.5M -27% 69k 36.75
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Vanguard World Health Car Etf (VHT) 0.1 $2.5M NEW 9.3k 270.53
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Procter & Gamble Company (PG) 0.1 $2.5M -41% 15k 162.25
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Everest Re Group (EG) 0.1 $2.4M -3% 6.1k 397.50
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Ishares Msci Pac Jp Etf (EPP) 0.1 $2.4M 57k 42.81
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Walt Disney Company (DIS) 0.1 $2.4M 20k 122.36
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Citigroup Com New (C) 0.1 $2.4M +28% 38k 63.24
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Ishares Bitcoin Tr SHS 0.1 $2.4M NEW 59k 40.47
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Starwood Property Trust (STWD) 0.1 $2.3M +836% 101k 23.09
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Adobe Systems Incorporated (ADBE) 0.1 $2.3M -8% 4.6k 504.60
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.1 $2.3M +14% 96k 23.94
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Waste Management (WM) 0.1 $2.3M 11k 213.16
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Ishares Esg Awr Msci Em (ESGE) 0.1 $2.2M +2% 68k 32.23
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $2.2M -40% 25k 89.67
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $2.2M -14% 19k 114.96
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $2.2M +18% 37k 57.86
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $2.1M 31k 69.77
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International Money Express (IMXI) 0.1 $2.1M +14% 93k 22.83
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Vanguard World Industrial Etf (VIS) 0.1 $2.1M 8.6k 244.15
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Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $2.1M -3% 90k 22.95
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salesforce (CRM) 0.1 $2.1M 6.9k 301.59
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S&p Global (SPGI) 0.1 $2.1M 4.8k 425.45
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Ishares Tr Broad Usd High (USHY) 0.1 $2.1M -28% 56k 36.59
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Ross Stores (ROST) 0.1 $2.0M 14k 146.76
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Eaton Corp SHS (ETN) 0.1 $2.0M +3% 6.4k 312.67
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Ishares Gold Tr Ishares New (IAU) 0.1 $2.0M +22% 47k 42.01
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Lowe's Companies (LOW) 0.1 $1.9M +56% 7.6k 254.72
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Mccormick & Co Com Non Vtg (MKC) 0.1 $1.9M 25k 76.81
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Ishares Tr Msci Uk Etf New (EWU) 0.1 $1.9M 56k 34.21
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Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.9M +9% 21k 92.89
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.9M +13% 29k 65.65
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.9M +11% 14k 135.06
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Abbott Laboratories (ABT) 0.1 $1.9M +20% 16k 113.66
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Goldman Sachs Etf Tr Access Us Agrat (GCOR) 0.1 $1.9M -12% 45k 41.15
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Blackrock Etf Trust Us Eqt Factor (DYNF) 0.1 $1.8M NEW 42k 44.40
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Ishares Tr Core Div Grwth (DGRO) 0.1 $1.8M 32k 58.06
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Ecolab (ECL) 0.1 $1.8M -3% 7.7k 231.47
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Ishares Tr Global Tech Etf (IXN) 0.1 $1.8M -17% 24k 74.81
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Mastercard Incorporated Cl A (MA) 0.1 $1.8M +96% 3.7k 481.57
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $1.7M -19% 18k 94.62
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Ishares Tr Ibonds 2027 Term (IBHG) 0.1 $1.7M +13% 78k 22.26
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Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $1.7M 61k 28.23
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Intel Corporation (INTC) 0.1 $1.7M -4% 39k 44.17
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Vanguard World Comm Srvc Etf (VOX) 0.1 $1.7M +87% 13k 131.22
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Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $1.7M 28k 59.40
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Ishares Msci Cda Etf (EWC) 0.1 $1.6M +2% 42k 38.28
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Enterprise Products Partners (EPD) 0.1 $1.6M +11% 55k 29.18
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $1.6M 21k 76.03
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Advanced Micro Devices (AMD) 0.1 $1.5M +5% 8.5k 180.48
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Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $1.5M 31k 48.30
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Ishares Tr Mbs Etf (MBB) 0.1 $1.5M 16k 92.42
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J P Morgan Exchange Traded F Betabuilders Dev (BBAX) 0.1 $1.5M +6% 31k 48.16
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Onemain Holdings (OMF) 0.1 $1.5M +33% 29k 51.09
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.5M -23% 25k 58.07
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Intuit (INTU) 0.1 $1.4M +136% 2.2k 650.02
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Ishares Tr U.s. Finls Etf (IYF) 0.1 $1.4M NEW 15k 95.65
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Anthem (ELV) 0.1 $1.4M 2.8k 518.54
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Ishares Tr Europe Etf (IEV) 0.1 $1.4M 25k 55.67
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Ishares Tr Gnma Bond Etf (GNMA) 0.1 $1.4M +16% 32k 43.39
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Union Pacific Corporation (UNP) 0.1 $1.4M +17% 5.6k 245.98
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Kkr & Co (KKR) 0.1 $1.4M +7% 14k 100.58
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $1.4M -49% 15k 93.71
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.4M 33k 41.77
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Callaway Golf Company (MODG) 0.1 $1.3M 83k 16.17
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CSX Corporation (CSX) 0.1 $1.3M +148% 36k 37.07
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Target Corporation (TGT) 0.1 $1.3M +48% 7.5k 177.21
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Quantumscape Corp Com Cl A (QS) 0.1 $1.3M 210k 6.29
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Pfizer (PFE) 0.1 $1.3M 47k 27.75
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Cemex Sab De Cv Spon Adr New (CX) 0.1 $1.3M 1.5M 0.89
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Starbucks Corporation (SBUX) 0.1 $1.3M 14k 91.39
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United Parcel Service CL B (UPS) 0.1 $1.3M +6% 8.6k 148.63
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $1.3M 8.2k 155.84
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.3M -25% 16k 80.51
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Microchip Technology (MCHP) 0.1 $1.3M +158% 14k 89.71
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Ishares Emng Mkts Eqt (EMGF) 0.1 $1.3M -9% 28k 44.54
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American Express Company (AXP) 0.1 $1.3M +22% 5.5k 227.69
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Ready Cap Corp Com reit (RC) 0.1 $1.2M NEW 131k 9.43
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.2M 2.2k 557.41
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Hudson Technologies (HDSN) 0.1 $1.2M +37% 112k 11.01
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.2M +16% 14k 86.48
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.2M +190% 20k 60.74
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $1.2M NEW 16k 76.19
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Amgen (AMGN) 0.1 $1.2M -9% 4.1k 284.30
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Grand Canyon Education (LOPE) 0.1 $1.2M -18% 8.6k 136.21
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.2M -18% 6.2k 187.36
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Nextera Energy (NEE) 0.1 $1.2M 18k 63.91
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Booking Holdings (BKNG) 0.1 $1.2M +11% 317.00 3628.25
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TJX Companies (TJX) 0.1 $1.1M 11k 101.42
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Ishares Tr Us Consum Discre (IYC) 0.1 $1.1M NEW 13k 81.97
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Cintas Corporation (CTAS) 0.1 $1.1M NEW 1.6k 687.03
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CVS Caremark Corporation (CVS) 0.1 $1.1M +10% 14k 79.76
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.1M -84% 18k 60.30
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Us Bancorp Del Com New (USB) 0.1 $1.1M 24k 45.19
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McKesson Corporation (MCK) 0.1 $1.1M +331% 2.0k 536.99
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.1M -2% 4.6k 228.58
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $1.0M +200% 4.6k 225.92
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Nike CL B (NKE) 0.1 $1.0M -14% 11k 94.34
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Goldman Sachs (GS) 0.1 $1.0M 2.5k 417.69
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $1.0M NEW 5.4k 190.67
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J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.1 $1.0M +38% 18k 58.55
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Applied Materials (AMAT) 0.1 $1.0M NEW 4.9k 206.23
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Carrier Global Corporation (CARR) 0.1 $997k +325% 17k 58.13
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Teradyne (TER) 0.1 $995k 8.8k 112.83
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $994k 17k 57.96
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $979k -61% 17k 58.55
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Ishares Msci Emrg Chn (EMXC) 0.1 $977k +74% 17k 57.57
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General Electric Com New (GE) 0.1 $962k +24% 5.5k 175.55
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Vanguard World Energy Etf (VDE) 0.1 $957k +57% 7.3k 131.69
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Spdr Gold Tr Gold Shs (GLD) 0.1 $948k +5% 4.6k 205.72
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Oracle Corporation (ORCL) 0.1 $947k +43% 7.5k 125.61
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Msci (MSCI) 0.0 $939k +284% 1.7k 560.45
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AutoZone (AZO) 0.0 $938k 298.00 3146.36
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Roper Industries (ROP) 0.0 $924k NEW 1.6k 560.86
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $916k 16k 58.59
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Ishares Tr Msci Usa Value (VLUE) 0.0 $913k -12% 8.4k 108.31
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $911k 13k 72.36
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Cue Biopharma (CUE) 0.0 $904k 479k 1.89
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Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $902k 19k 47.58
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Shopify Cl A (SHOP) 0.0 $897k 12k 77.17
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Arista Networks (ANET) 0.0 $894k 3.1k 289.98
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Lithium Americas Argentina C Com Shs (LAAC) 0.0 $873k +7% 162k 5.39
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Honeywell International (HON) 0.0 $871k -32% 4.2k 205.27
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Marsh & McLennan Companies (MMC) 0.0 $861k NEW 4.2k 205.98
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $855k -22% 17k 50.29
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Vanguard World Consum Dis Etf (VCR) 0.0 $854k 2.7k 317.73
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Azek Cl A (AZEK) 0.0 $854k 17k 50.22
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Polaris Industries (PII) 0.0 $851k 8.5k 100.12
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Garmin SHS (GRMN) 0.0 $847k +7% 5.7k 148.88
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Manhattan Associates (MANH) 0.0 $839k +27% 3.4k 250.23
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $836k -50% 18k 47.89
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Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 0.0 $835k +21% 35k 23.80
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $830k +21% 2.4k 346.66
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ConocoPhillips (COP) 0.0 $826k +7% 6.5k 127.28
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AFLAC Incorporated (AFL) 0.0 $816k 9.5k 85.86
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Limoneira Company (LMNR) 0.0 $814k 42k 19.64
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Moody's Corporation (MCO) 0.0 $814k NEW 2.1k 393.04
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.0 $810k +15% 31k 26.09
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $806k 23k 35.61
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $802k 19k 43.04
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $796k 7.0k 114.14
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FedEx Corporation (FDX) 0.0 $795k +3% 2.7k 290.97
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Emerson Electric (EMR) 0.0 $770k -9% 6.8k 113.42
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Marriott Intl Cl A (MAR) 0.0 $769k 3.0k 252.31
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $760k 8.2k 93.19
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Corteva (CTVA) 0.0 $746k NEW 13k 57.67
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California Bancorp (CALB) 0.0 $741k 34k 22.00
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Lockheed Martin Corporation (LMT) 0.0 $739k 1.6k 454.87
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Allegion Ord Shs (ALLE) 0.0 $721k NEW 5.4k 134.71
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Zoetis Cl A (ZTS) 0.0 $720k NEW 4.3k 169.21
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Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.0 $717k 32k 22.25
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Immunocore Hldgs Ads (IMCR) 0.0 $717k -19% 11k 65.00
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Ishares Tr Esg Aware Msci (ESML) 0.0 $709k 18k 40.27
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Palo Alto Networks (PANW) 0.0 $702k +24% 2.5k 284.13
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Global X Fds Fintech Etf (FINX) 0.0 $699k -5% 25k 27.86
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Totalenergies Se Sponsored Ads (TTE) 0.0 $698k +56% 10k 69.63
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $695k 4.5k 153.77
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Novagold Res Com New (NG) 0.0 $691k NEW 230k 3.00
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Oneok (OKE) 0.0 $687k 8.6k 80.17
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FactSet Research Systems (FDS) 0.0 $686k NEW 1.5k 454.42
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Coca-Cola Company (KO) 0.0 $668k +5% 11k 61.64
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Hilton Worldwide Holdings (HLT) 0.0 $656k 3.1k 213.31
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Morgan Stanley Com New (MS) 0.0 $655k +62% 7.0k 94.16
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $652k +89% 17k 39.53
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Bristol Myers Squibb (BMY) 0.0 $650k 12k 54.23
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Celanese Corporation (CE) 0.0 $647k +25% 3.8k 171.86
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Verisk Analytics (VRSK) 0.0 $647k -10% 2.7k 235.73
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Phillips 66 (PSX) 0.0 $643k +3% 3.9k 163.33
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Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.0 $640k +30% 27k 23.85
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Diageo Spon Adr New (DEO) 0.0 $637k +15% 4.2k 150.32
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Veralto Corp Com Shs (VLTO) 0.0 $634k 7.1k 88.75
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Automatic Data Processing (ADP) 0.0 $632k -4% 2.5k 251.17
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Unilever Spon Adr New (UL) 0.0 $628k 13k 50.19
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Ishares Tr Core Msci Pac (IPAC) 0.0 $626k -2% 9.9k 63.31
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Suncor Energy (SU) 0.0 $625k +22% 17k 36.91
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Ishares Tr Global Energ Etf (IXC) 0.0 $618k +31% 14k 42.95
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $616k 2.5k 249.83
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Emcor (EME) 0.0 $613k NEW 1.8k 350.20
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $611k 5.6k 108.50
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Ford Motor Company (F) 0.0 $609k 46k 13.28
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Charles Schwab Corporation (SCHW) 0.0 $603k +30% 8.3k 72.34
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Parker-Hannifin Corporation (PH) 0.0 $593k 1.1k 555.63
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Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $592k NEW 7.2k 82.48
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Verizon Communications (VZ) 0.0 $592k +21% 14k 41.96
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Adaptive Biotechnologies Cor (ADPT) 0.0 $590k 184k 3.21
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Public Storage (PSA) 0.0 $590k 2.0k 290.06
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Micron Technology (MU) 0.0 $589k +39% 5.0k 118.00
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Quanta Services (PWR) 0.0 $580k +55% 2.2k 259.80
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $576k +24% 5.6k 102.77
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3M Company (MMM) 0.0 $574k -3% 5.4k 106.07
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Ishares Tr U.s. Energy Etf (IYE) 0.0 $573k -73% 12k 49.40
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Te Connectivity SHS (TEL) 0.0 $573k +14% 3.9k 145.25
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Gartner (IT) 0.0 $573k 1.2k 476.67
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Mondelez Intl Cl A (MDLZ) 0.0 $571k +23% 8.1k 70.43
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Blackrock Etf Trust Ii Flexible Income (BINC) 0.0 $566k NEW 11k 52.46
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $560k 8.7k 64.15
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $557k +24% 3.1k 182.69
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Hershey Company (HSY) 0.0 $553k -76% 2.8k 194.53
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Exchange Traded Concepts Tru Emqq Em Intern (EMQQ) 0.0 $553k -3% 18k 31.31
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Ishares Tr Gbl Comm Svc Etf (IXP) 0.0 $550k NEW 6.5k 84.14
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Fortinet (FTNT) 0.0 $548k NEW 8.0k 68.31
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Illinois Tool Works (ITW) 0.0 $538k +12% 2.0k 269.74
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $535k 16k 32.88
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Coinbase Global Com Cl A (COIN) 0.0 $533k NEW 2.0k 265.12
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $531k 11k 50.60
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Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $521k NEW 15k 34.88
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $511k +43% 21k 24.90
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Blackstone Group Inc Com Cl A (BX) 0.0 $508k +70% 3.9k 131.35
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Ishares Tr TRS FLT RT BD (TFLO) 0.0 $502k -67% 9.9k 50.69
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Ishares Tr Expanded Tech (IGV) 0.0 $499k +20% 5.8k 85.27
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Charter Communications Inc N Cl A (CHTR) 0.0 $495k NEW 1.7k 290.63
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $493k +77% 3.9k 125.34
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Ishares Tr Short Treas Bd (SHV) 0.0 $490k -47% 4.4k 110.54
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Vanguard World Materials Etf (VAW) 0.0 $485k NEW 2.4k 204.47
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Dbx Etf Tr Xtrack Msci Eurp (DBEU) 0.0 $484k 12k 41.05
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $483k