VisionPoint Advisory Group

Latest statistics and disclosures from VisionPoint Advisory Group's latest quarterly 13F-HR filing:

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Positions held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for VisionPoint Advisory Group

VisionPoint Advisory Group holds 295 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 7.4 $22M -12% 302k 71.28
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Valued Advisers Tr Regan Fltg Rate (MBSF) 4.2 $12M +9% 481k 25.46
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Ishares Tr 1 3 Yr Treas Bd (SHY) 4.1 $12M -18% 146k 81.96
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Philip Morris International (PM) 2.8 $8.1M -2% 67k 121.10
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Spdr Ser Tr Portfolio Agrgte (SPAB) 2.7 $8.0M -12% 320k 25.01
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Ishares Tr Iboxx Inv Cp Etf (LQD) 2.2 $6.5M -11% 61k 106.85
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Deere & Company (DE) 2.0 $5.8M +5% 14k 418.18
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.9 $5.6M +84% 61k 91.45
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Spdr Ser Tr S&p Divid Etf (SDY) 1.8 $5.2M -12% 40k 131.27
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Spdr Gold Tr Gold Shs (GLD) 1.6 $4.7M -6% 19k 245.42
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $4.6M -7% 10k 451.10
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Fiserv (FI) 1.5 $4.5M -2% 22k 205.98
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Ishares Tr Mortge Rel Etf (REM) 1.5 $4.3M -9% 201k 21.46
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Baxter International (BAX) 1.4 $4.0M +5% 137k 29.26
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Apple (AAPL) 1.4 $4.0M +2% 16k 243.85
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $3.9M NEW 7.6k 510.23
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Alphabet Cap Stk Cl C (GOOG) 1.1 $3.4M -3% 18k 190.63
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Avantor (AVTR) 1.1 $3.3M +5% 157k 21.20
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Microsoft Corporation (MSFT) 1.1 $3.3M -4% 7.9k 418.58
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Agnc Invt Corp Com reit (AGNC) 1.0 $2.9M 308k 9.28
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NVIDIA Corporation (NVDA) 1.0 $2.8M -18% 20k 138.31
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Nice Sponsored Adr (NICE) 1.0 $2.8M +285% 17k 169.62
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Dbx Etf Tr Xtrack Usd High (HYLB) 0.9 $2.8M -7% 77k 36.16
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Alps Etf Tr Alerian Mlp (AMLP) 0.9 $2.7M +44% 56k 48.72
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.9 $2.7M 46k 58.32
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.9 $2.6M 75k 35.34
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Fidelity National Information Services (FIS) 0.9 $2.6M 33k 80.09
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.9 $2.5M -13% 14k 188.62
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RBB Us Treas 3 Mnth (TBIL) 0.9 $2.5M -7% 50k 49.86
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ConocoPhillips (COP) 0.9 $2.5M +135% 25k 100.08
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Fresenius Medical Care Sponsored Adr (FMS) 0.8 $2.4M -24% 110k 22.15
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Ross Stores (ROST) 0.8 $2.4M 16k 152.60
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Cheniere Energy Com New (LNG) 0.8 $2.4M -3% 11k 220.60
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Lockheed Martin Corporation (LMT) 0.8 $2.3M -4% 4.7k 482.25
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Cyberark Software SHS (CYBR) 0.8 $2.2M +18% 6.7k 335.66
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Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) 0.8 $2.2M +5% 29k 77.75
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Ishares Tr Broad Usd High (USHY) 0.8 $2.2M -6% 60k 36.86
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Ishares Msci Emrg Chn (EMXC) 0.7 $2.2M -13% 39k 55.58
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Williams Companies (WMB) 0.7 $2.1M -6% 38k 55.88
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Warner Music Group Corp Com Cl A (WMG) 0.7 $2.1M 67k 31.30
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Vaneck Etf Trust Clo Etf (CLOI) 0.7 $2.1M +26% 39k 52.78
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Proshares Tr Pshs Ultra Dow30 (DDM) 0.7 $2.1M +147% 22k 94.54
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AutoZone (AZO) 0.7 $2.1M 634.00 3250.00
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Ball Corporation (BALL) 0.7 $2.1M +99% 38k 54.44
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Amazon (AMZN) 0.7 $2.0M +30% 9.3k 220.22
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Oracle Corporation (ORCL) 0.7 $1.9M -5% 12k 166.03
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Rentokil Initial Sponsored Adr (RTO) 0.7 $1.9M +10% 76k 25.09
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Ishares Tr Msci India Etf (INDA) 0.6 $1.9M -2% 35k 53.40
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Icici Bank Adr (IBN) 0.6 $1.8M -2% 61k 29.81
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.6 $1.8M NEW 8.4k 210.05
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Charles River Laboratories (CRL) 0.6 $1.8M NEW 9.6k 182.64
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Emerson Electric (EMR) 0.6 $1.7M -2% 14k 122.18
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TJX Companies (TJX) 0.5 $1.6M +25% 13k 121.15
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Mastercard Incorporated Cl A (MA) 0.5 $1.6M 3.0k 522.40
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JPMorgan Chase & Co. (JPM) 0.5 $1.5M -10% 6.4k 240.00
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Datadog Cl A Com (DDOG) 0.5 $1.5M -2% 11k 143.63
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Charles Schwab Corporation (SCHW) 0.5 $1.5M +3% 21k 73.84
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Visa Com Cl A (V) 0.5 $1.5M -5% 4.9k 314.40
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O'reilly Automotive (ORLY) 0.5 $1.5M 1.2k 1187.71
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Bristol Myers Squibb (BMY) 0.5 $1.5M +30% 26k 56.79
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Amgen (AMGN) 0.5 $1.4M +10% 5.6k 259.28
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Six Flags Entertainment Corp (FUN) 0.5 $1.4M NEW 30k 47.77
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Cummins (CMI) 0.5 $1.4M 4.0k 347.65
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Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.5 $1.4M -13% 55k 25.30
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.5 $1.4M -12% 32k 42.70
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.4 $1.3M -20% 22k 57.55
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Sunrise Communications Ads Cl A 0.4 $1.3M NEW 30k 43.27
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Eaton Corp SHS (ETN) 0.4 $1.2M 3.7k 331.96
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Managed Portfolio Series Kensington Hedge (KHPI) 0.4 $1.2M NEW 49k 25.25
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Cameco Corporation (CCJ) 0.4 $1.2M -3% 24k 52.16
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Micron Technology (MU) 0.4 $1.2M -15% 14k 87.33
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Fastenal Company (FAST) 0.4 $1.1M -3% 16k 71.11
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NVR (NVR) 0.4 $1.1M 141.00 7989.89
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Liberty Broadband Corp Com Ser C (LBRDK) 0.4 $1.1M -7% 14k 75.98
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Domino's Pizza (DPZ) 0.4 $1.1M 2.5k 434.93
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Arch Cap Group Ord (ACGL) 0.4 $1.1M -21% 12k 91.38
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Ishares Tr Morningstar Grwt (ILCG) 0.4 $1.0M NEW 12k 89.62
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $977k +218% 23k 43.11
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Home Depot (HD) 0.3 $975k -16% 2.5k 388.46
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Walt Disney Company (DIS) 0.3 $953k 8.6k 110.82
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Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $951k -37% 12k 78.63
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Netflix (NFLX) 0.3 $947k +8% 1.1k 886.73
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Vaneck Etf Trust Uranium And Nucl (NLR) 0.3 $933k NEW 11k 84.51
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Liberty Global Com Cl C (LBTYK) 0.3 $930k -17% 69k 13.58
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Moody's Corporation (MCO) 0.3 $910k 1.9k 472.84
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Proshares Tr Pshs Ultra Qqq (QLD) 0.3 $888k -58% 8.2k 107.76
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $880k -6% 1.5k 584.64
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $878k NEW 8.5k 103.14
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International Business Machines (IBM) 0.3 $865k -20% 3.9k 219.94
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Siriusxm Holdings Common Stock (SIRI) 0.3 $848k -14% 38k 22.10
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Eli Lilly & Co. (LLY) 0.3 $823k -21% 1.1k 778.07
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Texas Cap Tex Equity Index E Govt Money Mkt (MMKT) 0.3 $798k NEW 8.0k 100.17
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Comcast Corp Cl A (CMCSA) 0.3 $790k -14% 21k 37.42
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Progressive Corporation (PGR) 0.3 $787k 3.3k 240.65
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Chubb (CB) 0.3 $776k -6% 2.8k 272.52
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Expeditors International of Washington (EXPD) 0.3 $771k 7.0k 110.02
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $719k +3% 1.3k 537.46
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Ssga Active Tr Spdr Ssga Fxd (FISR) 0.2 $675k -2% 27k 25.37
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Metropcs Communications (TMUS) 0.2 $669k -56% 3.0k 219.53
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CRH Ord (CRH) 0.2 $647k -7% 7.0k 92.71
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Strategic Education (STRA) 0.2 $626k 6.8k 92.36
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American Express Company (AXP) 0.2 $580k -16% 1.9k 298.43
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Broadcom (AVGO) 0.2 $549k -14% 2.4k 231.98
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Nrg Energy Com New (NRG) 0.2 $537k -4% 5.8k 92.75
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Blackrock (BLK) 0.2 $520k NEW 511.00 1017.40
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Warner Bros Discovery Com Ser A (WBD) 0.2 $519k -14% 49k 10.66
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Ishares Tr Short Treas Bd (SHV) 0.2 $517k -10% 4.7k 110.13
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $506k +7% 8.9k 56.58
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Thermo Fisher Scientific (TMO) 0.2 $504k +11% 965.00 522.57
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Vanguard Index Fds Value Etf (VTV) 0.2 $501k +2% 3.0k 169.06
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United Parcel Service CL B (UPS) 0.2 $501k -14% 4.0k 123.87
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Nextera Energy (NEE) 0.2 $499k -38% 7.0k 71.61
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Caterpillar (CAT) 0.2 $493k 1.4k 359.77
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Verizon Communications (VZ) 0.2 $475k 12k 40.21
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Iren Ordinary Shares (IREN) 0.2 $475k NEW 45k 10.46
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Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $474k -21% 5.6k 84.95
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Packaging Corporation of America (PKG) 0.2 $461k 2.0k 225.24
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Anthem (ELV) 0.2 $458k NEW 1.3k 365.83
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Servicenow (NOW) 0.2 $441k -27% 418.00 1054.34
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Ishares Tr Pfd And Incm Sec (PFF) 0.2 $440k +99% 14k 31.82
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Southern Copper Corporation (SCCO) 0.1 $427k -6% 4.6k 92.16
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $393k +51% 7.7k 50.88
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Enbridge (ENB) 0.1 $389k 9.1k 42.98
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $388k 1.7k 234.25
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Abbott Laboratories (ABT) 0.1 $385k -2% 3.4k 113.44
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Illinois Tool Works (ITW) 0.1 $380k -6% 1.5k 250.03
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Booking Holdings (BKNG) 0.1 $379k +4% 77.00 4925.29
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Juniper Networks (JNPR) 0.1 $367k 9.7k 37.78
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Vanguard World Extended Dur (EDV) 0.1 $364k +2% 5.4k 67.70
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Trane Technologies SHS (TT) 0.1 $360k -14% 964.00 373.84
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Corning Incorporated (GLW) 0.1 $359k 7.7k 46.71
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EOG Resources (EOG) 0.1 $359k +3% 2.9k 124.71
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Cme (CME) 0.1 $357k NEW 1.5k 232.72
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Citigroup Com New (C) 0.1 $357k -2% 5.1k 69.94
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Arthur J. Gallagher & Co. (AJG) 0.1 $340k 1.2k 275.89
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Meta Platforms Cl A (META) 0.1 $330k -34% 550.00 599.24
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Vaneck Etf Trust Aa Bb Clo Etf (CLOB) 0.1 $324k NEW 6.4k 50.63
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $320k 4.6k 68.77
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Annaly Capital Management In Com New (NLY) 0.1 $305k 17k 18.38
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Everest Re Group (EG) 0.1 $305k NEW 838.00 363.33
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L3harris Technologies (LHX) 0.1 $303k 1.5k 207.36
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Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.1 $300k -2% 5.6k 53.29
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Gabelli Utility Trust (GUT) 0.1 $297k +17% 58k 5.11
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Abbvie (ABBV) 0.1 $296k -14% 1.7k 179.44
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Consol Energy (CEIX) 0.1 $295k -6% 2.7k 108.01
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Occidental Petroleum Corporation (OXY) 0.1 $290k -9% 5.8k 49.81
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Costco Wholesale Corporation (COST) 0.1 $290k NEW 319.00 909.81
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Procter & Gamble Company (PG) 0.1 $288k 1.7k 165.98
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Newmont Mining Corporation (NEM) 0.1 $287k -2% 7.5k 38.37
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $286k -13% 7.5k 38.23
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Merck & Co (MRK) 0.1 $282k -42% 2.8k 99.17
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J P Morgan Exchange Traded F Us Momentum (JMOM) 0.1 $281k NEW 4.8k 58.40
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $278k -9% 4.8k 58.17
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Quanta Services (PWR) 0.1 $272k NEW 861.00 315.50
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S&p Global (SPGI) 0.1 $271k 546.00 495.50
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Qualcomm (QCOM) 0.1 $267k +79% 1.7k 153.64
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $261k 4.5k 57.49
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $260k -8% 3.5k 74.76
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Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $258k +5% 2.7k 95.75
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Advanced Micro Devices (AMD) 0.1 $257k -30% 2.1k 120.63
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Lowe's Companies (LOW) 0.1 $257k +28% 1.0k 246.98
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Fidelity Covington Trust Msci Energy Idx (FENY) 0.1 $250k NEW 10k 24.16
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Kratos Defense & Sec Solutio Com New (KTOS) 0.1 $249k +7% 9.4k 26.38
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Expedia Group Com New (EXPE) 0.1 $248k 1.3k 185.33
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UnitedHealth (UNH) 0.1 $243k -17% 481.00 504.51
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Ishares Tr Conser Alloc Etf (AOK) 0.1 $241k NEW 6.5k 37.24
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $240k 4.8k 50.33
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $229k 4.1k 56.28
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $227k -21% 3.0k 76.27
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Barrick Gold Corp (GOLD) 0.1 $224k +6% 14k 15.97
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $222k +52% 2.8k 78.37
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Cnh Indl N V SHS (CNH) 0.1 $221k NEW 20k 11.09
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McDonald's Corporation (MCD) 0.1 $219k -6% 747.00 292.51
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $217k +19% 4.8k 44.89
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $217k +2% 4.6k 47.72
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Kinder Morgan (KMI) 0.1 $216k -5% 7.7k 28.11
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American Tower Reit (AMT) 0.1 $214k 1.2k 181.03
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Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $214k 17k 12.34
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Loews Corporation (L) 0.1 $211k NEW 2.5k 84.16
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Nuveen Insd Dividend Advantage (NVG) 0.1 $208k 17k 12.44
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Target Corporation (TGT) 0.1 $207k NEW 1.5k 137.19
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TransDigm Group Incorporated (TDG) 0.1 $204k +34% 163.00 1254.10
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Archer Daniels Midland Company (ADM) 0.1 $200k NEW 4.0k 50.22
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $196k 742.00 263.74
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Cdw (CDW) 0.1 $194k -2% 1.1k 170.03
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Broadridge Financial Solutions (BR) 0.1 $193k +3% 850.00 226.83
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Alpha Metallurgical Resources (AMR) 0.1 $192k -15% 954.00 201.69
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Stryker Corporation (SYK) 0.1 $192k -6% 536.00 358.72
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Fox Corp Cl A Com (FOXA) 0.1 $191k 3.9k 48.99
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Principal Financial (PFG) 0.1 $191k 2.5k 77.39
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Unified Ser Tr Abslute Selct Vl (ABEQ) 0.1 $178k +52% 5.6k 31.61
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BlackRock Municipal Income Trust II (BLE) 0.1 $177k 17k 10.57
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $177k 18k 9.86
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $173k +4% 295.00 587.45
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $173k +227% 7.2k 24.14
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ViaSat (VSAT) 0.1 $171k -14% 18k 9.53
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Exxon Mobil Corporation (XOM) 0.1 $166k -9% 1.5k 107.31
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Paychex (PAYX) 0.1 $164k -3% 1.2k 138.50
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Cintas Corporation (CTAS) 0.1 $163k +11% 895.00 182.09
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Flagstar Financial Com New (FLG) 0.1 $163k NEW 18k 9.24
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $162k NEW 1.7k 96.91
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Public Storage (PSA) 0.1 $160k -3% 538.00 296.58
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Heico Corp Cl A (HEI.A) 0.1 $157k 845.00 185.91
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $156k 1.8k 88.30
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Republic Services (RSG) 0.1 $154k -3% 769.00 200.09
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $153k +4% 4.5k 34.05
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $151k +21% 1.3k 115.54
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $151k NEW 2.4k 63.75
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $151k +21% 2.1k 71.94
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $150k +23% 1.6k 92.50
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Martin Marietta Materials (MLM) 0.1 $150k +6% 294.00 510.56
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $149k -57% 1.9k 78.84
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Entegris (ENTG) 0.0 $145k -3% 1.5k 97.23
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IDEX Corporation (IEX) 0.0 $143k 692.00 206.06
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Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.0 $142k 7.7k 18.51
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Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $136k -35% 12k 11.37
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Ishares Tr Select Divid Etf (DVY) 0.0 $133k 1.0k 131.07
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Vulcan Materials Company (VMC) 0.0 $129k -6% 505.00 255.57
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $125k +327% 4.5k 27.84
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Shopify Cl A (SHOP) 0.0 $124k NEW 1.2k 107.53
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Liberty Global Com Cl A (LBTYA) 0.0 $123k NEW 9.4k 13.12
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Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $121k 10k 11.82
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Exponent (EXPO) 0.0 $121k 1.4k 87.92
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $119k NEW 1.3k 88.66
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $110k -93% 2.2k 50.39
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $109k -46% 8.3k 13.13
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $108k 372.00 289.26
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Jack Henry & Associates (JKHY) 0.0 $108k 622.00 172.97
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PNC Financial Services (PNC) 0.0 $107k -8% 557.00 191.39
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Spdr Ser Tr Bloomberg Emergi (EBND) 0.0 $106k 5.4k 19.58
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Steris Shs Usd (STE) 0.0 $103k +19% 507.00 202.46
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Tesla Motors (TSLA) 0.0 $98k -74% 257.00 379.28
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Coca-Cola Company (KO) 0.0 $97k 1.6k 61.84
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $96k 2.4k 39.28
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Vanguard World Inf Tech Etf (VGT) 0.0 $96k -10% 154.00 621.34
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Verisk Analytics (VRSK) 0.0 $95k NEW 348.00 273.39
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Zoetis Cl A (ZTS) 0.0 $95k -7% 585.00 162.61
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $93k NEW 1.5k 63.19
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $91k NEW 2.8k 32.76
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Pool Corporation (POOL) 0.0 $90k 269.00 332.87
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Agf Invts Tr Us Market Netrl (BTAL) 0.0 $89k +73% 4.8k 18.41
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salesforce (CRM) 0.0 $87k NEW 264.00 330.66
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Listed Fd Tr Horizon Kinetics (INFL) 0.0 $85k NEW 2.2k 38.54
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Medtronic SHS (MDT) 0.0 $82k NEW 1.0k 80.22
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $81k NEW 711.00 114.40
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Adobe Systems Incorporated (ADBE) 0.0 $81k -8% 183.00 441.00
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $81k NEW 1.8k 43.92
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Microchip Technology (MCHP) 0.0 $79k -41% 1.4k 56.88
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Bny Mellon Etf Trust High Yield Etf (BKHY) 0.0 $79k -23% 1.6k 47.78
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Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) 0.0 $78k 2.2k 35.40
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Grayscale Ethereum Mini Tr E Shs New 0.0 $76k NEW 2.3k 32.56
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At&t (T) 0.0 $74k -31% 3.3k 22.83
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $74k NEW 1.8k 41.75
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $74k NEW 211.00 348.82
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $73k NEW 852.00 85.92
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Msci (MSCI) 0.0 $72k NEW 121.00 597.12
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Airbnb Com Cl A (ABNB) 0.0 $72k NEW 547.00 131.48
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Watsco, Incorporated (WSO) 0.0 $71k NEW 151.00 468.79
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Bank of America Corporation (BAC) 0.0 $70k NEW 1.6k 44.29
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Danaher Corporation (DHR) 0.0 $69k NEW 302.00 229.81
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $69k NEW 1.3k 54.55
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Avery Dennison Corporation (AVY) 0.0 $68k NEW 373.00 183.31
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Catalyst Pharmaceutical Partners (CPRX) 0.0 $68k 3.2k 21.52
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Johnson & Johnson (JNJ) 0.0 $68k -54% 474.00 144.02
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Manitex International 0.0 $67k NEW 12k 5.80
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Spdr Ser Tr Bloomberg Enhncd (CERY) 0.0 $65k NEW 2.5k 26.04
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On Hldg Namen Akt A (ONON) 0.0 $65k NEW 1.2k 55.37
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Agilent Technologies Inc C ommon (A) 0.0 $65k NEW 488.00 133.43
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Gevo Com Par (GEVO) 0.0 $65k +200% 28k 2.32
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Spdr Ser Tr Bloomberg Emg Mk (EMHC) 0.0 $65k 2.7k 23.83
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Workday Cl A (WDAY) 0.0 $64k NEW 255.00 251.84
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Texas Roadhouse (TXRH) 0.0 $64k NEW 353.00 181.20
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Roper Industries (ROP) 0.0 $64k NEW 124.00 513.78
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Union Pacific Corporation (UNP) 0.0 $64k NEW 278.00 229.12
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Pepsi (PEP) 0.0 $63k NEW 422.00 150.21
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First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.0 $63k NEW 531.00 119.15
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Glacier Ban (GBCI) 0.0 $63k NEW 1.3k 49.66
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Zoom Communications Cl A (ZM) 0.0 $63k NEW 768.00 81.58
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Houlihan Lokey Cl A (HLI) 0.0 $62k NEW 363.00 171.58
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Cbiz (CBZ) 0.0 $60k NEW 735.00 81.16
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Mccormick & Co Com Non Vtg (MKC) 0.0 $60k NEW 786.00 75.88
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Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.0 $59k -51% 2.4k 24.28
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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.0 $59k NEW 2.2k 27.24
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Amphenol Corp Cl A (APH) 0.0 $59k NEW 852.00 69.01
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $59k NEW 1.9k 31.04
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Simon Property (SPG) 0.0 $58k NEW 335.00 173.53
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Nuveen Dynamic Mun Opportuni Com Shs (NDMO) 0.0 $58k 5.8k 10.10
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ExlService Holdings (EXLS) 0.0 $58k NEW 1.3k 44.21
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $56k NEW 1.1k 53.00
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Spdr Ser Tr S&p Biotech (XBI) 0.0 $56k -97% 611.00 91.53
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $55k NEW 1.3k 41.87
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Wal-Mart Stores (WMT) 0.0 $54k NEW 600.00 90.00
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Lakeland Financial Corporation (LKFN) 0.0 $53k NEW 781.00 67.29
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $52k NEW 682.00 75.84
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Terex Corporation (TEX) 0.0 $51k NEW 1.1k 44.52
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Past Filings by VisionPoint Advisory Group

SEC 13F filings are viewable for VisionPoint Advisory Group going back to 2018

View all past filings