Sheets Smith Wealth Management

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

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Portfolio Holdings for Sheets Smith Wealth Management

Sheets Smith Wealth Management holds 485 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
Ishares Tr Core S&p500 Etf (IVV) 3.6 $24M 55k 429.43
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Pepsi (PEP) 3.0 $20M 116k 169.44
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Coca-Cola Company (KO) 2.8 $19M 332k 55.98
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Ishares Tr Shrt Nat Mun Etf (SUB) 2.6 $17M -16% 164k 102.86
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Alphabet Cap Stk Cl C (GOOG) 2.2 $15M +3% 111k 131.85
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Copart (CPRT) 2.1 $14M +98% 321k 43.09
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.1 $14M +2% 271k 50.60
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Visa Com Cl A (V) 2.1 $14M 59k 230.01
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Exxon Mobil Corporation (XOM) 2.0 $13M 112k 117.58
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Apple (AAPL) 2.0 $13M -3% 76k 171.21
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Amazon (AMZN) 1.9 $13M +8% 100k 127.12
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.8 $12M -41% 116k 100.11
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Tractor Supply Company (TSCO) 1.5 $10M 50k 203.05
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Iqvia Holdings (IQV) 1.5 $10M 51k 196.75
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $8.5M 24k 358.27
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.3 $8.3M 117k 70.76
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Intuit (INTU) 1.2 $8.2M 16k 510.94
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Microsoft Corporation (MSFT) 1.2 $8.0M -3% 26k 315.75
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Ecolab (ECL) 1.2 $7.9M 46k 169.40
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Public Storage (PSA) 1.2 $7.6M 29k 263.52
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Ulta Salon, Cosmetics & Fragrance (ULTA) 1.1 $7.5M +3% 19k 399.45
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Nike CL B (NKE) 1.1 $7.5M 79k 95.62
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TJX Companies (TJX) 1.1 $7.3M 82k 88.88
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Spdr Ser Tr Portfolio S&p500 (SPLG) 1.0 $6.6M +3% 131k 50.26
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Enterprise Products Partners (EPD) 1.0 $6.5M 238k 27.37
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Microchip Technology (MCHP) 1.0 $6.5M 83k 78.05
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $6.2M -2% 124k 49.85
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Dbx Etf Tr Xtrackers S&p (SNPE) 0.9 $6.1M 157k 39.17
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Accenture Plc Ireland Shs Class A (ACN) 0.9 $6.1M 20k 307.11
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Paychex (PAYX) 0.9 $5.7M 50k 115.33
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $5.5M -15% 73k 75.15
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Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $5.4M 22k 249.35
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First Ctzns Bancshares Inc N Cl A (FCNCA) 0.8 $5.4M -2% 3.9k 1380.10
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.8 $5.0M +12% 159k 31.45
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Otis Worldwide Corp (OTIS) 0.7 $4.6M 57k 80.31
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Wp Carey (WPC) 0.7 $4.5M +3% 84k 54.08
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CVS Caremark Corporation (CVS) 0.7 $4.5M +10% 64k 69.82
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Ishares Tr Core S&p Scp Etf (IJR) 0.7 $4.3M -4% 46k 94.33
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Ishares Tr National Mun Etf (MUB) 0.7 $4.3M 42k 102.54
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Canadian Natl Ry (CNI) 0.6 $4.3M 39k 108.33
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $4.2M 44k 94.19
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $4.0M +72% 53k 75.98
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $4.0M +2% 128k 31.01
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W.W. Grainger (GWW) 0.6 $3.9M +5% 5.6k 691.84
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $3.8M 79k 47.89
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NVIDIA Corporation (NVDA) 0.6 $3.8M 8.6k 435.01
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Vanguard Specialized Funds Div App Etf (VIG) 0.6 $3.7M -2% 24k 155.38
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Amgen (AMGN) 0.5 $3.6M 13k 268.75
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Bristol Myers Squibb (BMY) 0.5 $3.5M -2% 60k 58.04
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JPMorgan Chase & Co. (JPM) 0.5 $3.5M 24k 145.02
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United Parcel Service CL B (UPS) 0.5 $3.4M 22k 155.87
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.5 $3.4M -6% 68k 49.49
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Oneok (OKE) 0.5 $3.3M +66% 52k 63.43
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.5 $3.3M 84k 38.74
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Ishares Tr Mbs Etf (MBB) 0.5 $3.2M +34% 37k 88.80
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Vanguard Index Fds Mid Cap Etf (VO) 0.5 $3.2M 15k 208.24
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Walgreen Boots Alliance (WBA) 0.4 $3.0M 133k 22.24
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AmerisourceBergen (COR) 0.4 $2.9M 16k 179.97
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Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $2.8M +43% 39k 72.31
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Ishares Tr Msci Eafe Etf (EFA) 0.4 $2.8M 41k 68.92
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Ishares Tr U.s. Real Es Etf (IYR) 0.4 $2.8M 36k 78.14
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Servicenow (NOW) 0.4 $2.8M +6% 5.0k 558.96
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General Mills (GIS) 0.4 $2.7M 42k 63.99
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $2.7M +5% 19k 141.69
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Duke Energy Corp Com New (DUK) 0.4 $2.7M 30k 88.26
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Costco Wholesale Corporation (COST) 0.4 $2.6M 4.7k 565.01
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Lauder Estee Cos Cl A (EL) 0.4 $2.6M -3% 18k 144.55
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Vanguard Index Fds Value Etf (VTV) 0.4 $2.6M 19k 137.93
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UnitedHealth (UNH) 0.4 $2.5M 5.0k 504.20
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $2.5M -14% 49k 50.18
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BlackRock (BLK) 0.4 $2.5M 3.8k 646.48
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Cambria Etf Tr Shshld Yield Etf (SYLD) 0.4 $2.4M 39k 61.86
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Metropcs Communications (TMUS) 0.4 $2.4M 17k 140.05
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Abbvie (ABBV) 0.4 $2.4M -7% 16k 149.06
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Merck & Co (MRK) 0.4 $2.4M 23k 102.95
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CarMax (KMX) 0.4 $2.3M 33k 70.73
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $2.2M +47% 17k 130.86
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Pacer Fds Tr Pacer Us Small (CALF) 0.3 $2.2M -2% 53k 41.70
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Ishares Tr Us Tech Brkthr (TECB) 0.3 $2.1M 57k 36.55
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $2.0M +399% 64k 31.82
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $2.0M 34k 58.79
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $2.0M +2% 58k 33.96
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Ishares Tr Blackrock Ultra (ICSH) 0.3 $2.0M +4% 39k 50.38
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Johnson & Johnson (JNJ) 0.3 $1.9M -9% 12k 155.75
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Honeywell International (HON) 0.3 $1.9M 10k 184.74
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Vanguard Index Fds Large Cap Etf (VV) 0.3 $1.9M 9.5k 195.69
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.9M -7% 4.3k 427.47
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Williams-Sonoma (WSM) 0.3 $1.8M +9% 12k 155.40
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Spdr Gold Tr Gold Shs (GLD) 0.3 $1.8M -9% 10k 171.45
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Gilead Sciences (GILD) 0.3 $1.7M 23k 74.94
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Pfizer (PFE) 0.3 $1.7M -2% 51k 33.17
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.7M 18k 94.04
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Thermo Fisher Scientific (TMO) 0.3 $1.7M 3.3k 506.24
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Spdr Ser Tr Portfli High Yld (SPHY) 0.3 $1.7M 74k 22.42
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Etfis Ser Tr I Virtus Infrcap (PFFA) 0.3 $1.7M +7% 86k 19.34
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $1.6M -3% 31k 53.56
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Vaneck Etf Trust Preferred Securt (PFXF) 0.2 $1.6M +3% 97k 16.81
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Lowe's Companies (LOW) 0.2 $1.6M +25% 7.6k 207.84
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Waters Corporation (WAT) 0.2 $1.6M 5.7k 274.21
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $1.5M +10% 23k 67.68
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.5M 15k 102.02
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $1.5M +21% 26k 57.60
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $1.5M -6% 28k 52.49
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $1.5M -12% 23k 63.49
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Myr (MYRG) 0.2 $1.5M +2% 11k 134.76
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MasTec (MTZ) 0.2 $1.5M 20k 71.97
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $1.4M +3% 50k 27.06
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Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 0.2 $1.3M +6% 56k 23.88
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.3M 26k 51.87
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Chart Industries (GTLS) 0.2 $1.3M 7.8k 169.12
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $1.3M NEW 9.6k 133.53
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First Community Bancshares (FCBC) 0.2 $1.3M 43k 29.45
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Ishares Tr Global Tech Etf (IXN) 0.2 $1.3M 22k 57.84
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Stryker Corporation (SYK) 0.2 $1.3M +54% 4.6k 273.27
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Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.2 $1.3M +9% 13k 99.43
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Fidelity Covington Trust Msci Energy Idx (FENY) 0.2 $1.2M 49k 24.91
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Eli Lilly & Co. (LLY) 0.2 $1.2M 2.3k 537.01
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Independence Realty Trust In (IRT) 0.2 $1.2M 87k 14.07
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Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.2 $1.2M 69k 17.69
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Blackstone Group Inc Com Cl A (BX) 0.2 $1.2M -2% 11k 107.14
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $1.2M 29k 41.03
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Chevron Corporation (CVX) 0.2 $1.2M 6.9k 168.61
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CSX Corporation (CSX) 0.2 $1.1M 37k 30.75
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.1M +2% 5.3k 212.42
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O'reilly Automotive (ORLY) 0.2 $1.1M -5% 1.2k 908.86
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Sterling Construction Company (STRL) 0.2 $1.1M -5% 15k 73.48
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Omega Healthcare Investors (OHI) 0.2 $1.1M -3% 33k 33.16
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Saia (SAIA) 0.2 $1.1M -10% 2.7k 398.65
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $1.1M 2.00 531477.00
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Ishares Tr TRS FLT RT BD (TFLO) 0.2 $1.1M NEW 21k 50.74
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M 4.0k 265.99
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Option Care Health Com New (OPCH) 0.2 $1.1M 33k 32.35
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McDonald's Corporation (MCD) 0.2 $1.0M 4.0k 263.43
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $1.0M -9% 21k 50.49
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Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.2 $1.0M +19% 57k 18.08
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.0M +3% 25k 41.42
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Spdr Ser Tr Msci Usa Strtgic (QUS) 0.2 $985k 8.2k 120.69
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Coherent Corp (COHR) 0.1 $974k 30k 32.64
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Southern Company (SO) 0.1 $974k +2% 15k 64.72
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Medpace Hldgs (MEDP) 0.1 $949k +2% 3.9k 242.13
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $948k 19k 49.83
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Alps Etf Tr Oshares Us Smlcp (OUSM) 0.1 $938k -9% 27k 35.11
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $905k 2.6k 350.30
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Cisco Systems (CSCO) 0.1 $890k 17k 53.76
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $882k -8% 25k 34.90
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Union Pacific Corporation (UNP) 0.1 $880k 4.3k 203.65
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Ishares Tr Select Divid Etf (DVY) 0.1 $850k 7.9k 107.64
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Procter & Gamble Company (PG) 0.1 $835k 5.7k 145.86
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Vanguard World Fds Energy Etf (VDE) 0.1 $833k +5% 6.6k 126.75
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Wal-Mart Stores (WMT) 0.1 $827k +8% 5.2k 159.93
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Rbc Cad (RY) 0.1 $826k 9.4k 87.44
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Mondelez Intl Cl A (MDLZ) 0.1 $808k 12k 69.40
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Meta Platforms Cl A (META) 0.1 $791k -4% 2.6k 300.21
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Ishares Tr Us Infrastruc (IFRA) 0.1 $777k 21k 36.59
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Starbucks Corporation (SBUX) 0.1 $765k 8.4k 91.27
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $750k +129% 9.9k 75.84
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Applied Industrial Technologies (AIT) 0.1 $748k +2% 4.8k 154.62
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Colgate-Palmolive Company (CL) 0.1 $739k 10k 71.11
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Advanced Energy Industries (AEIS) 0.1 $734k +2% 7.1k 103.12
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Ban (TBBK) 0.1 $718k -5% 21k 34.50
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Euronet Worldwide (EEFT) 0.1 $709k +4% 8.9k 79.38
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Laboratory Corp Amer Hldgs Com New (LH) 0.1 $708k 3.5k 201.05
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Ishares Tr Glb Cnsm Stp Etf (KXI) 0.1 $707k 12k 57.06
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $702k -2% 13k 55.97
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $701k 9.0k 77.95
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Arch Cap Group Ord (ACGL) 0.1 $686k -6% 8.6k 79.71
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Ishares Gold Tr Ishares New (IAU) 0.1 $684k 20k 34.99
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Spdr Ser Tr S&p Kensho New (KOMP) 0.1 $679k 17k 39.61
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $678k +8% 7.3k 92.37
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $674k +23% 20k 34.07
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Encore Capital (ECPG) 0.1 $671k +2% 14k 47.76
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Xcel Energy (XEL) 0.1 $654k 11k 57.22
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Truist Financial Corp equities (TFC) 0.1 $651k -6% 23k 28.61
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $637k 13k 49.17
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Goosehead Ins Com Cl A (GSHD) 0.1 $626k -6% 8.4k 74.53
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Vanguard World Fds Consum Stp Etf (VDC) 0.1 $624k 3.4k 182.67
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Atlanta Braves Hldgs Com Ser C (BATRK) 0.1 $623k NEW 17k 35.73
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Ssga Active Tr Spdr Blackstone (HYBL) 0.1 $619k +19% 22k 27.57
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Ishares Tr Bb Rat Corp Bd (HYBB) 0.1 $609k +7% 14k 43.77
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.1 $600k 14k 44.10
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Addus Homecare Corp (ADUS) 0.1 $587k +2% 6.9k 85.19
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Northern Technologies International (NTIC) 0.1 $581k +2% 43k 13.37
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Healthequity (HQY) 0.1 $579k +2% 7.9k 73.05
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $578k 12k 46.93
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Schlumberger Com Stk (SLB) 0.1 $574k +23% 9.8k 58.30
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Skyworks Solutions (SWKS) 0.1 $573k 5.8k 98.59
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Ishares Tr S&p 100 Etf (OEF) 0.1 $572k -2% 2.8k 200.64
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Diamondback Energy (FANG) 0.1 $570k -6% 3.7k 154.88
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Crown Castle Intl (CCI) 0.1 $568k NEW 6.2k 92.03
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $559k 21k 26.91
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Neogen Corporation (NEOG) 0.1 $557k +2% 30k 18.54
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Cavco Industries (CVCO) 0.1 $555k +2% 2.1k 265.66
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $549k +2% 1.6k 334.95
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Walt Disney Company (DIS) 0.1 $532k 6.6k 81.05
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Championx Corp (CHX) 0.1 $530k +23% 15k 35.62
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Ensign (ENSG) 0.1 $522k +2% 5.6k 92.94
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $519k NEW 3.1k 167.38
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Verizon Communications (VZ) 0.1 $517k -14% 16k 32.41
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SPS Commerce (SPSC) 0.1 $509k -6% 3.0k 170.61
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AutoZone (AZO) 0.1 $506k 199.00 2539.99
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Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $499k +2% 6.5k 77.18
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Halliburton Company (HAL) 0.1 $494k 12k 40.50
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Tapestry (TPR) 0.1 $487k 17k 28.75
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Wells Fargo & Company (WFC) 0.1 $487k 12k 40.86
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Performance Food (PFGC) 0.1 $483k -5% 8.2k 58.86
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $471k -2% 5.5k 86.31
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $463k 10k 46.23
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Immunitybio (IBRX) 0.1 $463k 274k 1.69
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Vanguard World Mega Cap Index (MGC) 0.1 $456k 3.0k 151.87
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Cyberark Software SHS (CYBR) 0.1 $455k +2% 2.8k 163.77
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $455k +13% 3.5k 128.73
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Spdr Index Shs Fds Asia Pacif Etf (GMF) 0.1 $450k -33% 4.6k 97.24
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Philip Morris International (PM) 0.1 $448k 4.8k 92.58
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Cardinal Health (CAH) 0.1 $442k -18% 5.1k 86.82
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Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $441k 21k 21.26
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Greenbrier Companies (GBX) 0.1 $435k +2% 11k 40.00
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Norfolk Southern (NSC) 0.1 $433k 2.2k 196.93
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Spdr Ser Tr Portfolio Short (SPSB) 0.1 $429k +16% 15k 29.32
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RBC Bearings Incorporated (RBC) 0.1 $426k NEW 1.8k 234.13
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First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $426k 16k 26.42
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Kinsale Cap Group (KNSL) 0.1 $423k -6% 1.0k 414.13
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Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $421k 24k 17.32
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Charles Schwab Corporation (SCHW) 0.1 $417k 7.6k 54.90
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salesforce (CRM) 0.1 $416k NEW 2.1k 202.78
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $414k +7% 5.7k 72.37
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Southern First Bancshares (SFST) 0.1 $411k +2% 15k 26.94
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Aar (AIR) 0.1 $408k +2% 6.9k 59.53
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Tesla Motors (TSLA) 0.1 $406k 1.6k 250.22
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Valaris Cl A (VAL) 0.1 $399k -6% 5.3k 74.98
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Advansix (ASIX) 0.1 $399k +2% 13k 31.08
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Iron Mountain (IRM) 0.1 $399k -2% 6.7k 59.45
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Shockwave Med (SWAV) 0.1 $398k 2.0k 199.10
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ConocoPhillips (COP) 0.1 $395k 3.3k 119.82
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South State Corporation (SSB) 0.1 $395k +3% 5.9k 67.36
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Bank of America Corporation (BAC) 0.1 $395k 14k 27.38
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Paypal Holdings (PYPL) 0.1 $393k 6.7k 58.46
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $392k 5.6k 69.78
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Raytheon Technologies Corp (RTX) 0.1 $385k 5.3k 71.97
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Gentex Corporation (GNTX) 0.1 $385k NEW 12k 32.54
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Pinnacle Financial Partners (PNFP) 0.1 $382k +2% 5.7k 67.05
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Kadant (KAI) 0.1 $381k +2% 1.7k 225.55
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Eagle Materials (EXP) 0.1 $379k NEW 2.3k 166.52
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Kinder Morgan (KMI) 0.1 $377k 23k 16.58
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Mayville Engineering (MEC) 0.1 $375k +2% 34k 10.97
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $374k 11k 33.57
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Regeneron Pharmaceuticals (REGN) 0.1 $370k 450.00 822.96
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Home Depot (HD) 0.1 $370k +5% 1.2k 302.25
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ExlService Holdings (EXLS) 0.1 $370k +414% 13k 28.04
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FleetCor Technologies (FLT) 0.1 $365k 1.4k 255.34
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Us Bancorp Del Com New (USB) 0.1 $364k -10% 11k 33.06
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Onespaworld Holdings Ltd onespaworld hold (OSW) 0.1 $360k +2% 32k 11.22
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $359k +6% 15k 23.94
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Dbx Etf Tr Xtrackers S&p Md (MIDE) 0.1 $353k NEW 14k 25.08
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Abbott Laboratories (ABT) 0.1 $352k 3.6k 96.85
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Lockheed Martin Corporation (LMT) 0.1 $345k 844.00 409.14
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $345k -8% 3.4k 100.14
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Cadence Bank (CADE) 0.1 $345k +3% 16k 21.22
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Enbridge (ENB) 0.1 $342k 10k 33.54
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Workday Cl A (WDAY) 0.1 $340k NEW 1.6k 214.85
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $336k +26% 4.7k 71.62
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Ambarella SHS (AMBA) 0.1 $335k +2% 6.3k 53.03
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $333k +401% 10k 32.99
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Dominion Resources (D) 0.1 $331k 7.4k 44.67
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $328k 5.5k 59.42
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Renasant (RNST) 0.0 $324k +3% 12k 26.19
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Medtronic SHS (MDT) 0.0 $318k +21% 4.1k 78.36
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T. Rowe Price (TROW) 0.0 $317k 3.0k 104.87
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $317k 6.7k 47.24
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Snowflake Cl A (SNOW) 0.0 $315k 2.1k 152.77
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Stellar Bancorp Ord (STEL) 0.0 $313k +2% 15k 21.32
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Dycom Industries (DY) 0.0 $313k 3.5k 89.00
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Wisdomtree Tr Jpn Scap Hdg Eqt (DXJS) 0.0 $307k NEW 11k 28.72
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.0 $303k 9.9k 30.72
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $293k 3.9k 74.61
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $288k +6% 3.8k 75.66
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $286k -10% 1.6k 176.71
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Calamos Conv & High Income F Com Shs (CHY) 0.0 $282k 25k 11.16
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Bce Com New (BCE) 0.0 $281k 7.3k 38.20
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Old Republic International Corporation (ORI) 0.0 $280k 10k 26.94
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Exchange Traded Concepts Tr India Internet & (INQQ) 0.0 $274k NEW 22k 12.57
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Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.0 $272k 11k 24.94
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Zoetis Cl A (ZTS) 0.0 $271k +3% 1.6k 174.02
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Nextera Energy (NEE) 0.0 $269k +6% 4.7k 57.29
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New Jersey Resources Corporation (NJR) 0.0 $256k 6.3k 40.63
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American Tower Reit (AMT) 0.0 $254k 1.5k 164.45
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Novartis Sponsored Adr (NVS) 0.0 $250k 2.5k 101.86
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Kenvue (KVUE) 0.0 $247k NEW 12k 20.08
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Nuveen Floating Rate Income Fund (JFR) 0.0 $246k +89% 30k 8.21
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $243k 5.0k 48.65
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Applied Materials (AMAT) 0.0 $241k 1.7k 138.45
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Ishares Tr Core Div Grwth (DGRO) 0.0 $239k 4.8k 49.53
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PROS Holdings (PRO) 0.0 $234k -4% 6.8k 34.62
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $228k 2.5k 91.35
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Broadcom (AVGO) 0.0 $226k 272.00 831.13
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $225k 3.5k 64.34
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WESCO International (WCC) 0.0 $223k +2% 1.5k 143.82
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Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $220k 3.6k 61.49
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $219k 9.7k 22.52
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Eaton Corp SHS (ETN) 0.0 $218k 1.0k 213.28
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Franco-Nevada Corporation (FNV) 0.0 $218k 1.6k 133.49
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Flexshares Tr Qualt Divd Idx (QDF) 0.0 $218k 3.9k 55.78
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $216k +2% 9.1k 23.82
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Spdr Ser Tr Russell Yield (ONEY) 0.0 $215k 2.4k 91.42
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Ishares Msci Emrg Chn (EMXC) 0.0 $215k 4.3k 49.83
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Calumet Specialty Prods Part Ut Ltd Partner (CLMT) 0.0 $210k +3% 11k 19.10
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Carrier Global Corporation (CARR) 0.0 $209k NEW 3.8k 55.21
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Vaneck Etf Trust Clo Etf (CLOI) 0.0 $209k NEW 4.0k 52.16
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Intel Corporation (INTC) 0.0 $203k NEW 5.7k 35.55
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Texas Instruments Incorporated (TXN) 0.0 $202k 1.3k 159.02
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $201k 4.0k 50.45
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First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.0 $199k 10k 19.92
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Nlight (LASR) 0.0 $187k +2% 18k 10.40
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $183k 17k 10.95
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Diamond Offshore Drilli (DO) 0.0 $180k NEW 12k 14.68
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PIMCO Corporate Income Fund (PCN) 0.0 $167k 14k 12.17
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Flexshares Tr Hig Yld Vl Etf (HYGV) 0.0 $162k NEW 4.1k 39.76
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Spdr Ser Tr Portfolio Crport (SPBO) 0.0 $157k NEW 5.7k 27.58
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Global X Fds Lithium Btry Etf (LIT) 0.0 $157k NEW 2.8k 55.16
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Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $153k NEW 1.7k 90.38
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Ishares Tr Core Msci Total (IXUS) 0.0 $149k NEW 2.5k 59.99
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $149k NEW 3.2k 47.01
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.0 $148k NEW 7.2k 20.67
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Goldman Sachs Bdc SHS (GSBD) 0.0 $147k 10k 14.56
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $144k NEW 5.5k 26.20
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Select Sector Spdr Tr Technology (XLK) 0.0 $144k NEW 879.00 164.00
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.0 $142k NEW 3.0k 47.99
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Alps Etf Tr Oshares Us Qualt (OUSA) 0.0 $141k NEW 3.4k 41.93
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Dbx Etf Tr Xtrackers S&p Sm (SMLE) 0.0 $141k NEW 6.1k 23.03
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $139k NEW 2.4k 58.93
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Ishares Tr Ibonds Dec 25 (IBMN) 0.0 $130k NEW 5.0k 26.08
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Vanguard World Fds Financials Etf (VFH) 0.0 $130k NEW 1.6k 80.32
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Ishares Tr Esg Advncd Hy Bd (HYXF) 0.0 $129k NEW 3.0k 43.19
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Brandywine Rlty Tr Sh Ben Int New (BDN) 0.0 $128k +4% 28k 4.54
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.0 $124k NEW 4.5k 27.53
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Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $122k NEW 5.6k 22.04
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $121k NEW 1.4k 89.22
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Pacer Fds Tr Data And Infrast (SRVR) 0.0 $118k NEW 4.6k 25.89
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $115k NEW 6.1k 18.79
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $113k NEW 1.6k 72.73
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Ishares Core Msci Emkt (IEMG) 0.0 $112k NEW 2.4k 47.59
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $111k NEW 2.5k 44.23
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Ishares Tr Msci Ireland Etf (EIRL) 0.0 $108k NEW 2.0k 54.03
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Flexshares Tr Stox Us Esg Slct (ESG) 0.0 $105k NEW 1.0k 105.38
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $103k NEW 2.5k 40.96
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Ishares Tr Ishares Biotech (IBB) 0.0 $101k NEW 824.00 122.34
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.0 $99k NEW 2.0k 48.95
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Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $98k NEW 2.0k 49.07
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Ishares Tr Ibonds Dec 27 (IBMP) 0.0 $98k NEW 4.0k 24.48
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $98k NEW 415.00 234.91
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $97k NEW 3.2k 30.38
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $95k NEW 2.0k 48.49
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Nano Dimension Sponsord Ads New (NNDM) 0.0 $95k 35k 2.72
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $93k NEW 3.9k 23.77
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Ishares Tr Usd Grn Bond Etf (BGRN) 0.0 $92k NEW 2.0k 45.13
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