Vise Technologies

Latest statistics and disclosures from Vise Technologies's latest quarterly 13F-HR filing:

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Positions held by Vise Technologies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vise Technologies

Vise Technologies holds 423 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.0 $17M +12% 217k 79.93
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.7 $15M +15% 317k 48.67
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.6 $15M +6% 255k 58.23
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NVIDIA Corporation (NVDA) 2.6 $15M +775% 118k 123.54
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.2 $12M +7% 214k 57.99
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.2 $12M +11% 346k 35.58
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Microsoft Corporation (MSFT) 2.1 $12M +14% 27k 446.96
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Apple (AAPL) 2.1 $12M +10% 57k 210.62
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Ishares Tr Mbs Etf (MBB) 2.0 $11M +16% 123k 91.81
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $11M +20% 249k 43.76
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $10M +12% 133k 77.28
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Amazon (AMZN) 1.8 $10M 52k 193.25
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Meta Platforms Cl A (META) 1.7 $9.8M -2% 19k 504.22
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Alphabet Cap Stk Cl A (GOOGL) 1.5 $8.4M +6% 46k 182.15
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JPMorgan Chase & Co. (JPM) 1.4 $8.1M 40k 202.26
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.4 $7.8M +9% 157k 49.42
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Schwab Strategic Tr Us Reit Etf (SCHH) 1.3 $7.5M +11% 377k 19.97
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.2 $6.9M +5% 85k 81.97
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Wal-Mart Stores (WMT) 1.1 $6.4M -4% 95k 67.71
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $5.7M +6% 14k 406.81
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Ishares Tr Core S&p500 Etf (IVV) 0.9 $5.4M +184% 9.8k 547.24
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Eli Lilly & Co. (LLY) 0.9 $5.3M +2% 5.9k 905.39
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $5.3M -2% 82k 64.25
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.9 $5.1M +18% 58k 88.48
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Broadcom (AVGO) 0.9 $5.0M 3.1k 1605.53
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.9 $5.0M -3% 245k 20.33
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Exxon Mobil Corporation (XOM) 0.8 $4.6M +21% 40k 115.12
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $4.6M +26% 91k 50.11
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Ishares Tr Broad Usd High (USHY) 0.8 $4.5M +18% 125k 36.28
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Qualcomm (QCOM) 0.8 $4.3M +3% 22k 199.18
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $4.3M +23% 82k 52.01
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Merck & Co (MRK) 0.7 $4.1M 33k 123.80
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Adobe Systems Incorporated (ADBE) 0.7 $4.1M -8% 7.3k 555.54
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Home Depot (HD) 0.7 $4.0M +8% 12k 344.24
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Johnson & Johnson (JNJ) 0.6 $3.7M +3% 25k 146.16
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Visa Com Cl A (V) 0.6 $3.6M +4% 14k 262.47
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Pepsi (PEP) 0.6 $3.6M +4% 22k 164.93
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Tesla Motors (TSLA) 0.6 $3.6M -4% 18k 197.88
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Ishares Tr National Mun Etf (MUB) 0.6 $3.3M +6% 31k 106.55
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Oracle Corporation (ORCL) 0.6 $3.2M 23k 141.20
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Abbvie (ABBV) 0.5 $3.0M +10% 17k 171.52
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Novo-nordisk A S Adr (NVO) 0.5 $2.9M +2% 20k 142.74
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.5 $2.8M +28% 55k 51.26
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.8M +273% 5.6k 500.09
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $2.7M +4% 57k 48.13
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Applied Materials (AMAT) 0.5 $2.7M -4% 12k 235.98
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Cisco Systems (CSCO) 0.5 $2.7M +16% 57k 47.51
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Ishares Tr Core Intl Aggr (IAGG) 0.5 $2.7M +14% 53k 49.92
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Wells Fargo & Company (WFC) 0.5 $2.6M 44k 59.39
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Ishares Core Msci Emkt (IEMG) 0.4 $2.5M 48k 53.53
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.4 $2.5M +23% 52k 48.77
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Vanguard Index Fds Growth Etf (VUG) 0.4 $2.5M -7% 6.7k 374.03
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Asml Holding N V N Y Registry Shs (ASML) 0.4 $2.5M 2.4k 1022.78
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Mastercard Incorporated Cl A (MA) 0.4 $2.4M +25% 5.4k 441.16
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Chevron Corporation (CVX) 0.4 $2.4M +37% 15k 156.42
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Caterpillar (CAT) 0.4 $2.3M +3% 7.0k 333.08
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International Business Machines (IBM) 0.4 $2.2M 13k 172.95
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Sap Se Spon Adr (SAP) 0.4 $2.2M +10% 11k 201.71
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United Parcel Service CL B (UPS) 0.4 $2.2M -32% 16k 136.85
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UnitedHealth (UNH) 0.4 $2.2M -8% 4.3k 509.29
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Procter & Gamble Company (PG) 0.4 $2.1M +20% 13k 164.92
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Marsh & McLennan Companies (MMC) 0.4 $2.1M +7% 9.9k 210.72
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Uber Technologies (UBER) 0.4 $2.1M +40% 29k 72.68
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FedEx Corporation (FDX) 0.3 $1.9M -8% 6.4k 299.83
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $1.8M 36k 51.24
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Costco Wholesale Corporation (COST) 0.3 $1.8M +11% 2.1k 849.97
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Sherwin-Williams Company (SHW) 0.3 $1.8M -10% 6.1k 298.43
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American Express Company (AXP) 0.3 $1.8M -3% 7.8k 231.56
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Ford Motor Company (F) 0.3 $1.8M 141k 12.54
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Verizon Communications (VZ) 0.3 $1.8M +17% 43k 41.24
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Lowe's Companies (LOW) 0.3 $1.8M 8.0k 220.46
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Coca-Cola Company (KO) 0.3 $1.8M +29% 28k 63.65
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Novartis Sponsored Adr (NVS) 0.3 $1.7M +4% 16k 106.46
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $1.7M +56% 44k 38.42
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.7M +11% 28k 61.64
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Toyota Motor Corp Ads (TM) 0.3 $1.7M +5% 8.1k 204.97
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BP Sponsored Adr (BP) 0.3 $1.7M +7% 46k 36.10
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Shell Spon Ads (SHEL) 0.3 $1.6M +16% 23k 72.18
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.6M 4.5k 364.51
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Gilead Sciences (GILD) 0.3 $1.6M 23k 68.61
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $1.6M -2% 34k 45.40
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Philip Morris International (PM) 0.3 $1.6M +17% 15k 101.33
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TJX Companies (TJX) 0.3 $1.6M -4% 14k 110.10
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $1.5M +20% 47k 32.56
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.5M +5% 5.0k 303.39
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Morgan Stanley Com New (MS) 0.3 $1.5M +12% 15k 97.19
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GSK Sponsored Adr (GSK) 0.3 $1.5M +7% 38k 38.50
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Bank of America Corporation (BAC) 0.3 $1.4M -12% 36k 39.77
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Ubs Group SHS (UBS) 0.3 $1.4M +20% 49k 29.54
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Pfizer (PFE) 0.3 $1.4M +9% 52k 27.98
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Bristol Myers Squibb (BMY) 0.2 $1.4M -13% 34k 41.53
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Relx Sponsored Adr (RELX) 0.2 $1.4M +20% 30k 45.88
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Astrazeneca Sponsored Adr (AZN) 0.2 $1.3M +24% 17k 77.99
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Intuit (INTU) 0.2 $1.3M +51% 1.9k 657.21
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Ishares Tr Cre U S Reit Etf (USRT) 0.2 $1.2M +28% 23k 53.56
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3M Company (MMM) 0.2 $1.2M 12k 102.19
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Amgen (AMGN) 0.2 $1.2M -9% 3.9k 312.47
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Unilever Spon Adr New (UL) 0.2 $1.2M +43% 21k 54.99
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HSBC HLDGS Spon Adr New (HSBC) 0.2 $1.1M +9% 26k 43.50
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Nextera Energy (NEE) 0.2 $1.1M +39% 16k 70.81
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Stellantis SHS (STLA) 0.2 $1.1M +5% 57k 19.85
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At&t (T) 0.2 $1.1M +8% 59k 19.11
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ConocoPhillips (COP) 0.2 $1.1M +7% 9.9k 114.38
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EOG Resources (EOG) 0.2 $1.1M +13% 8.9k 125.87
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $1.1M 24k 45.75
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Advanced Micro Devices (AMD) 0.2 $1.1M +43% 6.6k 162.21
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Union Pacific Corporation (UNP) 0.2 $1.1M 4.8k 226.26
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Comcast Corp Cl A (CMCSA) 0.2 $1.1M 27k 39.16
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $1.1M +186% 33k 32.69
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.1M +4% 22k 47.45
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Strategy Day Hagan Ned (SSUS) 0.2 $1.1M +98% 27k 39.51
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.1M +79% 2.2k 479.03
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Lam Research Corporation (LRCX) 0.2 $1.1M -6% 991.00 1064.85
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Totalenergies Se Sponsored Ads (TTE) 0.2 $1.0M +10% 16k 66.68
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Altria (MO) 0.2 $1.0M +18% 23k 45.55
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Citigroup Com New (C) 0.2 $1.0M 16k 63.46
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Sanofi Sponsored Adr (SNY) 0.2 $1.0M -4% 21k 48.52
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Nike CL B (NKE) 0.2 $1.0M +5% 14k 75.37
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Bhp Group Sponsored Ads (BHP) 0.2 $1.0M +2% 18k 57.09
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salesforce (CRM) 0.2 $1.0M +42% 4.0k 257.10
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Netflix (NFLX) 0.2 $1000k +62% 1.5k 674.88
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.2 $998k +22% 17k 58.15
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Equinor Asa Sponsored Adr (EQNR) 0.2 $989k +41% 35k 28.56
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Synopsys (SNPS) 0.2 $983k +4% 1.7k 595.06
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Schwab Strategic Tr Fundamental Intl (FNDC) 0.2 $972k +2% 28k 34.76
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Cadence Design Systems (CDNS) 0.2 $964k +4% 3.1k 307.75
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Duke Energy Corp Com New (DUK) 0.2 $959k +5% 9.6k 100.23
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Texas Instruments Incorporated (TXN) 0.2 $952k -21% 4.9k 194.55
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Signet Jewelers SHS (SIG) 0.2 $939k +6% 11k 89.58
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Nordstrom (JWN) 0.2 $925k +12% 44k 21.22
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Rio Tinto Sponsored Adr (RIO) 0.2 $918k +63% 14k 65.93
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Thomson Reuters Corp. (TRI) 0.2 $916k -2% 5.4k 168.56
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Ecolab (ECL) 0.2 $908k +24% 3.8k 238.01
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $908k +39% 1.7k 544.13
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Deere & Company (DE) 0.2 $899k -12% 2.4k 373.64
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Anthem (ELV) 0.2 $885k +8% 1.6k 541.87
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $858k +3% 14k 62.91
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Vanguard Index Fds Value Etf (VTV) 0.1 $854k -5% 5.3k 160.40
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $852k +314% 24k 35.03
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CRH Ord (CRH) 0.1 $848k +61% 11k 74.98
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Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.1 $830k -15% 41k 20.36
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Ferguson SHS 0.1 $826k +8% 4.3k 193.65
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Merit Medical Systems (MMSI) 0.1 $820k +21% 9.5k 85.95
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Ge Aerospace Com New (GE) 0.1 $800k +4% 5.0k 158.97
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Booking Holdings (BKNG) 0.1 $796k +12% 201.00 3961.50
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Servicenow (NOW) 0.1 $795k +28% 1.0k 786.67
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Ishares Tr Tips Bd Etf (TIP) 0.1 $790k +196% 7.4k 106.78
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W.W. Grainger (GWW) 0.1 $785k +11% 870.00 902.03
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Suncor Energy (SU) 0.1 $783k +18% 21k 38.10
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Metropcs Communications (TMUS) 0.1 $773k +40% 4.4k 176.19
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $771k -18% 41k 18.82
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Carvana Cl A (CVNA) 0.1 $769k -19% 6.0k 128.72
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Manpower (MAN) 0.1 $763k +19% 11k 69.80
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Ishares Tr Msci Intl Moment (IMTM) 0.1 $748k NEW 19k 38.69
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Goldman Sachs (GS) 0.1 $745k +9% 1.6k 452.42
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Occidental Petroleum Corporation (OXY) 0.1 $745k +30% 12k 63.03
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Lockheed Martin Corporation (LMT) 0.1 $743k +122% 1.6k 467.10
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Sony Group Corp Sponsored Adr (SONY) 0.1 $739k -2% 8.7k 84.95
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Valero Energy Corporation (VLO) 0.1 $723k +2% 4.6k 156.76
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CVS Caremark Corporation (CVS) 0.1 $720k -12% 12k 59.06
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Target Corporation (TGT) 0.1 $717k -7% 4.8k 148.03
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On Assignment (ASGN) 0.1 $717k +41% 8.1k 88.17
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Carrier Global Corporation (CARR) 0.1 $717k -3% 11k 63.08
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Bk Nova Cad (BNS) 0.1 $716k +4% 16k 45.72
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Ishares Gold Tr Ishares New (IAU) 0.1 $714k NEW 16k 43.93
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CommVault Systems (CVLT) 0.1 $711k +113% 5.8k 121.57
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Honeywell International (HON) 0.1 $709k +94% 3.3k 213.54
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Sylvamo Corp Common Stock (SLVM) 0.1 $701k -2% 10k 68.60
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Jackson Financial Com Cl A (JXN) 0.1 $696k -23% 9.4k 74.26
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Spdr Gold Tr Gold Shs (GLD) 0.1 $692k +47% 3.2k 215.01
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Rbc Cad (RY) 0.1 $692k +25% 6.5k 106.38
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Gms (GMS) 0.1 $689k +11% 8.5k 80.61
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Pennymac Financial Services (PFSI) 0.1 $688k +57% 7.3k 94.60
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Piper Jaffray Companies (PIPR) 0.1 $681k +38% 3.0k 230.17
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Group 1 Automotive (GPI) 0.1 $680k +7% 2.3k 297.29
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Amplify Etf Tr Blockchain Ldr (BLOK) 0.1 $676k NEW 19k 35.47
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Stmicroelectronics N V Ny Registry (STM) 0.1 $672k +6% 17k 39.28
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One Gas (OGS) 0.1 $669k +20% 11k 63.85
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Diageo Spon Adr New (DEO) 0.1 $657k -3% 5.2k 126.09
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British Amern Tob Sponsored Adr (BTI) 0.1 $657k +29% 21k 30.93
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Colgate-Palmolive Company (CL) 0.1 $654k +58% 6.7k 97.04
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $650k NEW 6.7k 97.08
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Autodesk (ADSK) 0.1 $648k -19% 2.6k 247.45
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Medtronic SHS (MDT) 0.1 $648k +12% 8.2k 78.71
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Federated Hermes CL B (FHI) 0.1 $644k +12% 20k 32.88
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Ringcentral Cl A (RNG) 0.1 $644k +6% 23k 28.20
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Sprouts Fmrs Mkt (SFM) 0.1 $644k -16% 7.7k 83.66
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Honda Motor Adr Ech Cnv In 3 (HMC) 0.1 $640k +15% 20k 32.24
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Abbott Laboratories (ABT) 0.1 $639k +62% 6.1k 103.92
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Patterson Companies (PDCO) 0.1 $636k 26k 24.12
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Avnet (AVT) 0.1 $632k +135% 12k 51.49
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Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $625k +12% 18k 35.46
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Oneok (OKE) 0.1 $622k +17% 7.6k 81.55
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Edwards Lifesciences (EW) 0.1 $614k +46% 6.6k 92.37
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $614k +32% 21k 29.44
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Automatic Data Processing (ADP) 0.1 $614k +52% 2.6k 238.72
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $613k -8% 22k 28.02
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Linde SHS (LIN) 0.1 $607k +24% 1.4k 438.81
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $605k -16% 11k 56.68
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Boise Cascade (BCC) 0.1 $601k -18% 5.0k 119.22
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Cme (CME) 0.1 $601k +16% 3.1k 196.60
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McDonald's Corporation (MCD) 0.1 $595k +31% 2.3k 254.89
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Shopify Cl A (SHOP) 0.1 $590k +60% 8.9k 66.05
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $584k +11% 54k 10.80
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Ferrari Nv Ord (RACE) 0.1 $584k +4% 1.4k 408.37
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Bgc Group Cl A (BGC) 0.1 $583k +36% 70k 8.30
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J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.1 $579k NEW 11k 55.28
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $577k -6% 15k 37.67
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Livanova SHS (LIVN) 0.1 $576k +60% 11k 54.82
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Nucor Corporation (NUE) 0.1 $575k 3.6k 158.08
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Rush Enterprises Cl A (RUSHA) 0.1 $562k +21% 13k 41.87
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $558k +10% 6.7k 83.75
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Radian (RDN) 0.1 $551k +114% 18k 31.10
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Spdr Ser Tr Portfolio Short (SPSB) 0.1 $549k +12% 19k 29.70
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Dominion Resources (D) 0.1 $541k +5% 11k 49.00
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $527k NEW 2.7k 194.87
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Emerson Electric (EMR) 0.1 $520k +134% 4.7k 110.17
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Phillips 66 (PSX) 0.1 $515k +21% 3.6k 141.15
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Bank Of Montreal Cadcom (BMO) 0.1 $513k +14% 6.1k 83.85
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Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.1 $510k -23% 24k 21.57
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $506k NEW 8.0k 63.54
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Cibc Cad (CM) 0.1 $504k +15% 11k 47.54
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $503k +98% 2.9k 170.77
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Walt Disney Company (DIS) 0.1 $500k +21% 5.0k 99.29
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Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $495k +90% 12k 42.44
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Cnx Resources Corporation (CNX) 0.1 $491k 20k 24.30
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Manulife Finl Corp (MFC) 0.1 $490k +2% 18k 26.62
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $489k +61% 12k 41.53
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Ishares Tr Blackrock Ultra (ICSH) 0.1 $489k +51% 9.7k 50.53
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $485k -2% 36k 13.41
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Bank of New York Mellon Corporation (BK) 0.1 $482k +18% 8.0k 59.89
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Palantir Technologies Cl A (PLTR) 0.1 $477k +58% 19k 25.33
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Micron Technology (MU) 0.1 $473k +8% 3.6k 131.53
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Thermo Fisher Scientific (TMO) 0.1 $471k +7% 852.00 553.00
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Williams Companies (WMB) 0.1 $471k +21% 11k 42.50
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Fortinet (FTNT) 0.1 $471k 7.8k 60.27
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Marathon Petroleum Corp (MPC) 0.1 $471k -43% 2.7k 173.47
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Prudential Financial (PRU) 0.1 $469k +4% 4.0k 117.20
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Western Union Company (WU) 0.1 $465k +50% 38k 12.22
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $464k +7% 16k 28.87
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Pinterest Cl A (PINS) 0.1 $462k +35% 11k 44.07
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Chubb (CB) 0.1 $460k +7% 1.8k 255.08
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Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $459k -14% 18k 25.42
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Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.1 $444k NEW 7.4k 60.05
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Iac Com New (IAC) 0.1 $443k +18% 9.5k 46.85
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Exelon Corporation (EXC) 0.1 $442k 13k 34.61
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Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS) 0.1 $439k NEW 5.2k 85.05
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Ptc Therapeutics I (PTCT) 0.1 $438k +8% 14k 30.58
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Teradata Corporation (TDC) 0.1 $437k +69% 13k 34.56
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Insmed Com Par $.01 (INSM) 0.1 $436k NEW 6.5k 67.00
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PPG Industries (PPG) 0.1 $426k +2% 3.4k 125.89
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Korn Ferry Com New (KFY) 0.1 $424k -11% 6.3k 67.14
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Haleon Spon Ads (HLN) 0.1 $423k +47% 51k 8.26
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Toronto Dominion Bk Ont Com New (TD) 0.1 $423k +3% 7.7k 54.96
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Canadian Natl Ry (CNI) 0.1 $422k -6% 3.6k 118.13
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Alkermes SHS (ALKS) 0.1 $422k NEW 18k 24.10
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Kinder Morgan (KMI) 0.1 $421k +6% 21k 19.87
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Advance Auto Parts (AAP) 0.1 $419k +139% 6.6k 63.33
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PNC Financial Services (PNC) 0.1 $418k -16% 2.7k 155.49
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Arm Holdings Sponsored Ads (ARM) 0.1 $416k -14% 2.5k 163.62
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Illinois Tool Works (ITW) 0.1 $412k 1.7k 237.02
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $411k -11% 1.8k 229.56
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $409k +14% 2.3k 174.47
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Motorola Solutions Com New (MSI) 0.1 $400k +15% 1.0k 386.05
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Johnson Ctls Intl SHS (JCI) 0.1 $399k +62% 6.0k 66.47
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Barclays Adr (BCS) 0.1 $395k +14% 37k 10.71
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Fiserv (FI) 0.1 $394k +88% 2.6k 149.04
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Enstar Group SHS (ESGR) 0.1 $391k NEW 1.3k 305.70
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $388k +50% 1.8k 217.98
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Brink's Company (BCO) 0.1 $388k +43% 3.8k 102.40
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Terex Corporation (TEX) 0.1 $385k +9% 7.0k 54.84
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AMN Healthcare Services (AMN) 0.1 $385k +10% 7.5k 51.23
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Travelers Companies (TRV) 0.1 $384k +3% 1.9k 203.34
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Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $380k +8% 7.3k 52.33
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Paypal Holdings (PYPL) 0.1 $375k +31% 6.5k 58.03
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Perrigo SHS (PRGO) 0.1 $373k +52% 15k 25.68
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Mr Cooper Group (COOP) 0.1 $371k -37% 4.6k 81.23
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Super Micro Computer (SMCI) 0.1 $368k -18% 449.00 819.35
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Nxp Semiconductors N V (NXPI) 0.1 $367k +3% 1.4k 269.09
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Colfax Corp (ENOV) 0.1 $365k -10% 8.1k 45.20
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Raytheon Technologies Corp (RTX) 0.1 $361k +25% 3.6k 100.39
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Enbridge (ENB) 0.1 $360k +7% 10k 35.59
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Intel Corporation (INTC) 0.1 $359k -17% 12k 30.97
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Vishay Intertechnology (VSH) 0.1 $358k -7% 16k 22.30
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Crane Holdings (CXT) 0.1 $355k +45% 5.8k 61.42
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Danaher Corporation (DHR) 0.1 $354k +7% 1.4k 249.85
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Echostar Corp Cl A (SATS) 0.1 $346k NEW 19k 17.81
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Ishares Tr Ishares Biotech (IBB) 0.1 $345k -41% 2.5k 137.25
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Cigna Corp (CI) 0.1 $345k +4% 1.0k 330.58
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Nutanix Cl A (NTNX) 0.1 $343k 6.0k 56.85
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $342k +3% 5.7k 60.30
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Stericycle (SRCL) 0.1 $341k NEW 5.9k 58.13
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $341k NEW 3.3k 102.78
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Hims & Hers Health Com Cl A (HIMS) 0.1 $338k NEW 17k 20.19
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Blackstone Group Inc Com Cl A (BX) 0.1 $338k +2% 2.7k 123.80
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Rent-A-Center (UPBD) 0.1 $334k +8% 11k 30.70
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Cirrus Logic (CRUS) 0.1 $330k -41% 2.6k 127.66
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Portland Gen Elec Com New (POR) 0.1 $325k NEW 7.5k 43.24
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National Grid Sponsored Adr Ne (NGG) 0.1 $322k -46% 5.7k 56.80
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Premier Cl A (PINC) 0.1 $319k -19% 17k 18.67
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Abercrombie & Fitch Cl A (ANF) 0.1 $314k -24% 1.8k 177.84
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Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $313k -9% 24k 12.94
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Kohl's Corporation (KSS) 0.1 $312k +6% 14k 22.99
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BlackRock (BLK) 0.1 $312k +37% 396.00 787.32
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Sea Sponsord Ads (SE) 0.1 $311k NEW 4.4k 71.42
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Boston Beer Cl A (SAM) 0.1 $311k 1.0k 305.05
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Concentrix Corp (CNXC) 0.1 $309k NEW 4.9k 63.28
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Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $307k 13k 23.23
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $307k -13% 3.9k 78.33
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Teck Resources CL B (TECK) 0.1 $305k +2% 6.4k 47.90
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Ishares Tr Global Tech Etf (IXN) 0.1 $300k 3.6k 82.82
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Kla Corp Com New (KLAC) 0.1 $298k +11% 362.00 824.31
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General Dynamics Corporation (GD) 0.1 $296k NEW 1.0k 290.01
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Franklin Electric (FELE) 0.1 $296k NEW 3.1k 96.32
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Haemonetics Corporation (HAE) 0.1 $296k NEW 3.6k 82.73
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Humana (HUM) 0.1 $293k -15% 785.00 373.81
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American Eagle Outfitters (AEO) 0.1 $291k +20% 15k 19.96
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Teladoc (TDOC) 0.1 $290k +4% 30k 9.78
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Southern Copper Corporation (SCCO) 0.1 $288k -25% 2.7k 107.74
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Tractor Supply Company (TSCO) 0.1 $287k 1.1k 270.11
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Gap (GAP) 0.1 $287k -9% 12k 23.89
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $287k NEW 5.0k 57.68
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Intuitive Surgical Com New (ISRG) 0.1 $286k +22% 643.00 444.85
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Myriad Genetics (MYGN) 0.1 $285k NEW 12k 24.46
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Truist Financial Corp equities (TFC) 0.1 $285k NEW 7.3k 38.85
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Organon & Co Common Stock (OGN) 0.0 $285k 14k 20.70
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Old Dominion Freight Line (ODFL) 0.0 $284k +2% 1.6k 176.60
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Alphabet Cap Stk Cl C (GOOG) 0.0 $280k NEW 1.5k 183.42
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S&p Global (SPGI) 0.0 $279k NEW 626.00 446.00
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ACADIA Pharmaceuticals (ACAD) 0.0 $279k NEW 17k 16.25
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Freeport-mcmoran CL B (FCX) 0.0 $274k +6% 5.6k 48.60
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Boston Scientific Corporation (BSX) 0.0 $273k +14% 3.5k 77.01
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Integra Lifesciences Hldgs C Com New (IART) 0.0 $273k -22% 9.4k 29.14
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Direxion Shs Etf Tr Direxion Hcm (HCMT) 0.0 $273k NEW 8.0k 34.05
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United Sts Brent Oil Unit (BNO) 0.0 $273k 8.5k 32.15
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Trane Technologies SHS (TT) 0.0 $273k +19% 829.00 328.87
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Dell Technologies CL C (DELL) 0.0 $271k NEW 2.0k 137.92
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PPL Corporation (PPL) 0.0 $262k NEW 9.5k 27.65
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Frontier Communications Pare (FYBR) 0.0 $261k -6% 10k 26.18
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SYSCO Corporation (SYY) 0.0 $260k +15% 3.6k 71.40
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Southern Company (SO) 0.0 $260k 3.3k 77.57
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Itron (ITRI) 0.0 $258k NEW 2.6k 98.96
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White Mountains Insurance Gp (WTM) 0.0 $258k NEW 142.00 1817.45
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Discover Financial Services (DFS) 0.0 $257k NEW 2.0k 130.81
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Ross Stores (ROST) 0.0 $256k -2% 1.8k 145.29
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H.B. Fuller Company (FUL) 0.0 $254k NEW 3.3k 76.96
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Kroger (KR) 0.0 $253k +4% 5.1k 49.93
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Us Bancorp Del Com New (USB) 0.0 $251k NEW 6.3k 39.70
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Coca-cola Europacific Partne SHS (CCEP) 0.0 $251k NEW 3.4k 72.87
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Willis Towers Watson SHS (WTW) 0.0 $250k +13% 953.00 262.14
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Vertiv Holdings Com Cl A (VRT) 0.0 $249k +2% 2.9k 86.57
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Textron (TXT) 0.0 $249k 2.9k 85.86
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Under Armour Cl A (UAA) 0.0 $248k +58% 37k 6.67
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Select Sector Spdr Tr Technology (XLK) 0.0 $248k -12% 1.1k 226.16
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Nutrien (NTR) 0.0 $247k +24% 4.9k 50.91
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Kontoor Brands (KTB) 0.0 $245k +7% 3.7k 66.15
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Vodafone Group Sponsored Adr (VOD) 0.0 $245k -22% 28k 8.87
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Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.0 $244k NEW 6.5k 37.47
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Cgi Cl A Sub Vtg (GIB) 0.0 $243k +10% 2.4k 99.81
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $243k NEW 1.9k 127.18
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Stryker Corporation (SYK) 0.0 $242k NEW 710.00 340.25
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J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.0 $241k NEW 4.1k 58.56
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Academy Sports & Outdoor (ASO) 0.0 $241k -3% 4.5k 53.25
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Consolidated Edison (ED) 0.0 $240k -25% 2.7k 89.43
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Regeneron Pharmaceuticals (REGN) 0.0 $240k +7% 228.00 1051.03
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Werner Enterprises (WERN) 0.0 $237k -21% 6.6k 35.83
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Mondelez Intl Cl A (MDLZ) 0.0 $236k NEW 3.6k 65.43
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Delta Air Lines Inc Del Com New (DAL) 0.0 $236k +5% 5.0k 47.44
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Cintas Corporation (CTAS) 0.0 $235k -6% 336.00 700.26
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Intercontinental Exchange (ICE) 0.0 $235k NEW 1.7k 136.89
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Analog Devices (ADI) 0.0 $234k NEW 1.0k 228.26
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Brady Corp Cl A (BRC) 0.0 $234k NEW 3.5k 66.02
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $232k NEW 3.7k 62.26
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Airbnb Com Cl A (ABNB) 0.0 $231k -32% 1.5k 151.63
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Asana Cl A (ASAN) 0.0 $230k NEW 16k 13.99
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Te Connectivity SHS (TEL) 0.0 $229k NEW 1.5k 150.45
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Main Street Capital Corporation (MAIN) 0.0 $228k NEW 4.5k 50.49
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Moody's Corporation (MCO) 0.0 $227k NEW 540.00 420.93
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Paccar (PCAR) 0.0 $227k 2.2k 102.94
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $227k NEW 5.7k 39.72
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Envista Hldgs Corp (NVST) 0.0 $225k NEW 14k 16.63
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Ye Cl A (YELP) 0.0 $224k 6.0k 36.95
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Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.0 $221k NEW 2.8k 80.29
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Republic Services (RSG) 0.0 $221k NEW 1.1k 194.34
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $221k NEW 3.0k 72.94
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American Intl Group Com New (AIG) 0.0 $220k -13% 3.0k 74.25
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Coupang Cl A (CPNG) 0.0 $218k NEW 10k 20.95
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Edison International (EIX) 0.0 $217k -11% 3.0k 71.81
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.0 $216k NEW 7.3k 29.64
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Squarespace Class A (SQSP) 0.0 $215k NEW 4.9k 43.63
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Belden (BDC) 0.0 $212k -6% 2.3k 93.80
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Kraft Heinz (KHC) 0.0 $211k -8% 6.6k 32.22
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Cummins (CMI) 0.0 $211k NEW 762.00 276.93
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Copa Holdings Sa Cl A (CPA) 0.0 $210k +2% 2.2k 95.18
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $209k NEW 3.3k 62.84
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Cimpress Shs Euro (CMPR) 0.0 $208k NEW 2.4k 87.61
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Charles Schwab Corporation (SCHW) 0.0 $207k 2.8k 73.70
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Ishares Tr Short Treas Bd (SHV) 0.0 $206k -95% 1.9k 110.50
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Waste Connections (WCN) 0.0 $206k NEW 1.2k 175.36
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Dow (DOW) 0.0 $205k -11% 3.9k 53.06
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AFLAC Incorporated (AFL) 0.0 $205k NEW 2.3k 89.31
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O'reilly Automotive (ORLY) 0.0 $204k NEW 193.00 1056.06
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Leidos Holdings (LDOS) 0.0 $204k NEW 1.4k 145.88
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MetLife (MET) 0.0 $202k -9% 2.9k 70.19
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Block Cl A (SQ) 0.0 $202k +11% 3.1k 64.49
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California Res Corp Com Stock (CRC) 0.0 $202k -15% 3.8k 53.22
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Resideo Technologies (REZI) 0.0 $202k NEW 10k 19.56
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $201k NEW 1.1k 182.01
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Canadian Natural Resources (CNQ) 0.0 $200k NEW 5.6k 35.60
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Extreme Networks (EXTR) 0.0 $198k NEW 15k 13.45
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Cenovus Energy (CVE) 0.0 $198k 10k 19.66
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Camping World Hldgs Cl A (CWH) 0.0 $198k -23% 11k 17.86
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Blue Owl Capital Com Cl A (OWL) 0.0 $197k -3% 11k 17.75
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New Mountain Finance Corp (NMFC) 0.0 $188k 15k 12.24
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $144k 15k 9.93
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Patterson-UTI Energy (PTEN) 0.0 $143k +20% 14k 10.36
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O-i Glass (OI) 0.0 $142k -27% 13k 11.13
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Cnh Indl N V SHS (CNH) 0.0 $140k -3% 14k 10.13
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Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $106k +37% 17k 6.17
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Natwest Group Spons Adr (NWG) 0.0 $102k NEW 13k 8.03
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JetBlue Airways Corporation (JBLU) 0.0 $101k -3% 17k 6.09
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Viavi Solutions Inc equities (VIAV) 0.0 $85k -19% 12k 6.87
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Sql Technologies Corporation (SKYX) 0.0 $15k 16k 0.95
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Past Filings by Vise Technologies

SEC 13F filings are viewable for Vise Technologies going back to 2021