Wealth Alliance

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

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Positions held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealth Alliance

Wealth Alliance holds 491 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
Apple (AAPL) 10.8 $91M 362k 250.42
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Ishares Tr Core S&p500 Etf (IVV) 6.8 $57M 97k 588.68
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Ishares Tr S&p 500 Grwt Etf (IVW) 2.8 $24M -2% 232k 101.53
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Ishares Tr Core Total Usd (IUSB) 2.7 $23M -9% 504k 45.20
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Blackrock Etf Trust Ishares Us Equit (DYNF) 2.2 $18M 357k 51.25
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Ishares Tr Msci Usa Qlt Fct (QUAL) 2.1 $17M +2% 98k 178.08
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Ishares Tr S&p 500 Val Etf (IVE) 2.0 $17M +2% 90k 190.88
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Microsoft Corporation (MSFT) 2.0 $17M -3% 40k 421.50
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Ishares Tr Eafe Value Etf (EFV) 1.7 $14M -5% 271k 52.47
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Alps Etf Tr Alerian Mlp (AMLP) 1.7 $14M +19% 290k 48.16
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Amazon (AMZN) 1.7 $14M 63k 219.39
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Ishares Tr Eafe Grwth Etf (EFG) 1.6 $13M +32% 136k 96.83
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NVIDIA Corporation (NVDA) 1.2 $9.7M -2% 73k 134.29
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $9.3M +5% 16k 586.08
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Ishares Msci Emrg Chn (EMXC) 1.0 $8.4M +7% 151k 55.45
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Ishares Tr U.s. Tech Etf (IYW) 0.9 $7.8M -3% 49k 159.52
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Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $7.7M -29% 86k 89.08
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $7.2M 38k 189.30
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Meta Platforms Cl A (META) 0.8 $6.7M 11k 585.53
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Broadcom (AVGO) 0.8 $6.4M -9% 28k 231.84
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Ishares Tr Mbs Etf (MBB) 0.7 $5.9M +13% 65k 91.68
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Eli Lilly & Co. (LLY) 0.7 $5.7M +6% 7.3k 772.03
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Ishares Gold Tr Ishares New (IAU) 0.7 $5.6M +18% 112k 49.51
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Ishares Tr Aggres Alloc Etf (AOA) 0.6 $5.0M 65k 76.61
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Ishares Tr S&p 100 Etf (OEF) 0.6 $4.7M 16k 288.86
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Arista Networks Com Shs 0.6 $4.7M NEW 43k 110.53
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Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $4.5M NEW 22k 206.92
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Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $4.4M NEW 24k 185.13
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $4.2M +2% 18k 240.28
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Procter & Gamble Company (PG) 0.5 $4.0M -6% 24k 167.65
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Abbvie (ABBV) 0.5 $4.0M +3% 23k 177.70
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JPMorgan Chase & Co. (JPM) 0.5 $3.9M +2% 16k 239.71
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Ishares Tr Msci Intl Vlu Ft (IVLU) 0.4 $3.8M +123% 139k 27.11
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.4 $3.7M +11% 71k 52.02
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Alphabet Cap Stk Cl C (GOOG) 0.4 $3.7M +3% 19k 190.44
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Ishares Tr Tips Bd Etf (TIP) 0.4 $3.6M 34k 106.55
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Visa Com Cl A (V) 0.4 $3.6M 11k 316.03
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Ishares Tr Msci Eafe Etf (EFA) 0.4 $3.6M NEW 48k 75.61
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $3.6M +2% 18k 197.49
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Tesla Motors (TSLA) 0.4 $3.6M +7% 8.9k 403.86
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $3.6M +2% 71k 50.13
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $3.5M 56k 62.31
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $3.3M -3% 7.4k 453.25
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $3.3M 13k 264.12
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.4 $3.3M 83k 40.19
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Netflix (NFLX) 0.4 $3.3M -8% 3.7k 891.20
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $3.3M +10% 38k 87.33
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Ishares Tr Select Divid Etf (DVY) 0.4 $3.1M NEW 24k 131.29
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $3.1M 16k 189.98
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Ishares Core Msci Emkt (IEMG) 0.4 $3.1M -21% 59k 52.22
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $3.0M +57% 59k 50.71
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.9M -2% 26k 115.22
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.3 $2.9M +22% 73k 39.57
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Ishares Tr National Mun Etf (MUB) 0.3 $2.9M -49% 27k 106.55
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Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.3 $2.8M 67k 42.25
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Exxon Mobil Corporation (XOM) 0.3 $2.8M +12% 26k 107.57
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Oracle Corporation (ORCL) 0.3 $2.7M +16% 17k 166.64
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Chevron Corporation (CVX) 0.3 $2.7M -6% 19k 144.84
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Verizon Communications (VZ) 0.3 $2.7M -3% 67k 39.99
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Amgen (AMGN) 0.3 $2.7M 10k 260.64
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $2.7M 11k 253.76
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $2.6M -27% 28k 92.45
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Pepsi (PEP) 0.3 $2.6M -19% 17k 152.06
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salesforce (CRM) 0.3 $2.6M +2% 7.8k 334.35
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UnitedHealth (UNH) 0.3 $2.6M -4% 5.2k 505.88
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Bristol Myers Squibb (BMY) 0.3 $2.6M 46k 56.56
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Ishares Tr Short Treas Bd (SHV) 0.3 $2.5M -19% 23k 110.11
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Nextera Energy (NEE) 0.3 $2.5M -12% 35k 71.69
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.5M +786% 11k 220.95
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Mastercard Incorporated Cl A (MA) 0.3 $2.4M +2% 4.7k 526.55
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Johnson & Johnson (JNJ) 0.3 $2.4M +14% 17k 144.62
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Wal-Mart Stores (WMT) 0.3 $2.4M +9% 27k 90.35
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Eaton Corp SHS (ETN) 0.3 $2.4M -3% 7.3k 331.85
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Philip Morris International (PM) 0.3 $2.4M -11% 20k 120.35
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Home Depot (HD) 0.3 $2.3M +2% 5.9k 389.00
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The Trade Desk Com Cl A (TTD) 0.3 $2.3M 19k 117.53
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $2.2M 17k 128.82
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Belpointe Prep Unit Rp Ltd Lb A (OZ) 0.3 $2.2M 29k 77.40
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $2.1M 13k 161.77
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Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.2 $2.1M +13% 55k 37.87
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PNC Financial Services (PNC) 0.2 $2.0M -8% 11k 192.85
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.2 $2.0M 57k 35.91
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Ishares Tr Europe Etf (IEV) 0.2 $2.0M -27% 39k 52.06
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Zoetis Cl A (ZTS) 0.2 $2.0M -2% 13k 162.93
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Walt Disney Company (DIS) 0.2 $2.0M -7% 18k 111.35
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $2.0M -3% 31k 64.05
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McDonald's Corporation (MCD) 0.2 $2.0M 6.8k 289.88
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.2 $1.9M 51k 37.52
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Duke Energy Corp Com New (DUK) 0.2 $1.9M 17k 107.74
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Us Bancorp Del Com New (USB) 0.2 $1.9M -8% 39k 47.83
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At&t (T) 0.2 $1.9M -19% 82k 22.77
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Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.2 $1.8M +41% 86k 21.26
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Gilead Sciences (GILD) 0.2 $1.8M -7% 19k 92.37
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Ishares Tr Us Infrastruc (IFRA) 0.2 $1.8M 38k 46.29
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Marsh & McLennan Companies (MMC) 0.2 $1.7M 8.2k 212.42
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Vanguard Index Fds Value Etf (VTV) 0.2 $1.7M +45% 10k 169.31
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.7M -12% 4.9k 351.78
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Lowe's Companies (LOW) 0.2 $1.7M 6.9k 246.79
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Parker-Hannifin Corporation (PH) 0.2 $1.7M 2.6k 636.08
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.7M NEW 40k 41.82
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S&p Global (SPGI) 0.2 $1.7M 3.3k 498.03
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Ishares Tr Core High Dv Etf (HDV) 0.2 $1.6M NEW 15k 112.26
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $1.6M +6% 33k 49.05
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Honeywell International (HON) 0.2 $1.6M -17% 7.1k 225.88
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Linde SHS (LIN) 0.2 $1.6M -3% 3.8k 418.70
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Xcel Energy (XEL) 0.2 $1.6M 24k 67.52
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Truist Financial Corp equities (TFC) 0.2 $1.6M -2% 37k 43.38
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.6M +530% 3.9k 401.56
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Palo Alto Networks (PANW) 0.2 $1.5M +85% 8.5k 181.96
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Enbridge (ENB) 0.2 $1.5M 35k 42.43
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Merck & Co (MRK) 0.2 $1.5M -8% 15k 99.48
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Abbott Laboratories (ABT) 0.2 $1.5M +5% 13k 113.11
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American Express Company (AXP) 0.2 $1.5M -2% 4.9k 296.79
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Realty Income (O) 0.2 $1.5M -3% 27k 53.41
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Lockheed Martin Corporation (LMT) 0.2 $1.4M -4% 2.9k 485.87
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $1.4M +30% 25k 57.53
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.4M 5.1k 280.07
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $1.4M -9% 2.1k 693.21
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Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.2 $1.4M +25% 37k 38.42
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Raytheon Technologies Corp (RTX) 0.2 $1.4M 12k 115.72
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Sanofi Sponsored Adr (SNY) 0.2 $1.4M -6% 29k 48.23
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Prologis (PLD) 0.2 $1.4M -22% 13k 105.70
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Totalenergies Se Sponsored Ads (TTE) 0.2 $1.4M +20% 25k 54.50
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Sony Group Corp Sponsored Adr (SONY) 0.2 $1.4M +417% 64k 21.16
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Williams Companies (WMB) 0.2 $1.4M -22% 25k 54.12
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Wec Energy Group (WEC) 0.2 $1.3M 14k 94.04
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International Business Machines (IBM) 0.2 $1.3M -2% 6.0k 219.83
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.2 $1.3M 34k 38.50
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Intuitive Surgical Com New (ISRG) 0.2 $1.3M -12% 2.5k 522.03
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Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $1.3M +17% 26k 49.72
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Texas Instruments Incorporated (TXN) 0.2 $1.3M -6% 6.8k 187.51
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Cisco Systems (CSCO) 0.2 $1.3M -3% 21k 59.20
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Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.2 $1.3M 34k 36.80
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Pfizer (PFE) 0.2 $1.3M -8% 47k 26.53
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.3M -68% 18k 70.28
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Travelers Companies (TRV) 0.1 $1.2M 5.1k 240.89
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National Grid Sponsored Adr Ne (NGG) 0.1 $1.2M -8% 21k 59.42
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $1.2M -10% 29k 41.17
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Hdfc Bank Sponsored Ads (HDB) 0.1 $1.2M 19k 63.86
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Tc Energy Corp (TRP) 0.1 $1.2M 26k 46.53
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Costco Wholesale Corporation (COST) 0.1 $1.2M +6% 1.3k 916.24
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BRT Realty Trust (BRT) 0.1 $1.2M +141% 66k 18.03
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Vanguard World Financials Etf (VFH) 0.1 $1.2M 10k 118.07
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Thermo Fisher Scientific (TMO) 0.1 $1.2M -17% 2.3k 520.34
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Comcast Corp Cl A (CMCSA) 0.1 $1.2M -3% 31k 37.53
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Sap Se Spon Adr (SAP) 0.1 $1.2M -5% 4.7k 246.23
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.2M +3% 5.9k 198.17
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Intuit (INTU) 0.1 $1.1M 1.8k 628.44
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Astrazeneca Sponsored Adr (AZN) 0.1 $1.1M 17k 65.52
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Bank of America Corporation (BAC) 0.1 $1.1M +34% 26k 43.95
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Mondelez Intl Cl A (MDLZ) 0.1 $1.1M -13% 18k 59.73
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Starbucks Corporation (SBUX) 0.1 $1.1M -28% 12k 91.25
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Paychex (PAYX) 0.1 $1.1M 7.6k 140.22
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Motorola Solutions Com New (MSI) 0.1 $1.1M -35% 2.3k 462.18
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TJX Companies (TJX) 0.1 $1.0M 8.6k 120.81
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Lam Research Corp Com New (LRCX) 0.1 $1.0M NEW 14k 72.23
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American Electric Power Company (AEP) 0.1 $1.0M 11k 92.23
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $997k 9.3k 106.83
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Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.1 $996k 27k 37.35
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Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.1 $988k 25k 39.09
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Applovin Corp Com Cl A (APP) 0.1 $982k -13% 3.0k 323.83
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Ishares Tr Esg Eafe Etf (DMXF) 0.1 $982k +15% 15k 64.62
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Novo-nordisk A S Adr (NVO) 0.1 $975k -2% 11k 86.02
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Northrop Grumman Corporation (NOC) 0.1 $972k +13% 2.1k 469.31
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Huntington Bancshares Incorporated (HBAN) 0.1 $961k -14% 59k 16.27
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Shopify Cl A (SHOP) 0.1 $949k 8.9k 106.33
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Equinix (EQIX) 0.1 $947k 1.0k 942.66
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Diageo Spon Adr New (DEO) 0.1 $947k -11% 7.4k 127.13
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Servicenow (NOW) 0.1 $942k -10% 889.00 1059.52
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Morgan Stanley Com New (MS) 0.1 $934k -14% 7.4k 125.71
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Watsco, Incorporated (WSO) 0.1 $931k 2.0k 473.89
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PPL Corporation (PPL) 0.1 $925k 29k 32.46
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Coca-Cola Company (KO) 0.1 $921k 15k 62.26
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $918k NEW 3.2k 287.79
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $917k -16% 8.3k 110.24
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Trane Technologies SHS (TT) 0.1 $915k -4% 2.5k 369.41
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Qualcomm (QCOM) 0.1 $898k -5% 5.8k 153.63
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Blackstone Group Inc Com Cl A (BX) 0.1 $894k +64% 5.2k 172.42
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Union Pacific Corporation (UNP) 0.1 $884k -13% 3.9k 228.05
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Southern Company (SO) 0.1 $881k 11k 82.32
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Canadian Pacific Kansas City (CP) 0.1 $878k -8% 12k 72.37
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Adobe Systems Incorporated (ADBE) 0.1 $877k -28% 2.0k 444.68
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Automatic Data Processing (ADP) 0.1 $871k 3.0k 292.69
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Chubb (CB) 0.1 $863k 3.1k 276.31
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United Parcel Service CL B (UPS) 0.1 $858k -8% 6.8k 126.10
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Amphenol Corp Cl A (APH) 0.1 $850k +9% 12k 69.45
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W.W. Grainger (GWW) 0.1 $844k -3% 800.00 1054.34
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $833k +197% 31k 27.32
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Entergy Corporation (ETR) 0.1 $831k +32% 11k 75.82
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Blackrock Ltd Duration Incom Com Shs (BLW) 0.1 $815k -3% 58k 14.13
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Teledyne Technologies Incorporated (TDY) 0.1 $815k -2% 1.8k 464.13
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $802k +137% 6.3k 126.74
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Goldman Sachs (GS) 0.1 $793k +23% 1.4k 572.74
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Paypal Holdings (PYPL) 0.1 $793k +10% 9.3k 85.35
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Workday Cl A (WDAY) 0.1 $791k -2% 3.1k 258.03
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Air Products & Chemicals (APD) 0.1 $779k -4% 2.7k 290.01
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $778k 1.4k 538.94
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Bank Of Montreal Cadcom (BMO) 0.1 $777k NEW 8.0k 97.05
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Uber Technologies (UBER) 0.1 $770k -19% 13k 60.32
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Wells Fargo & Company (WFC) 0.1 $751k -4% 11k 70.24
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Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.1 $731k 22k 32.70
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $726k -7% 8.6k 84.79
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Vaneck Etf Trust Bdc Income Etf (BIZD) 0.1 $723k -2% 44k 16.63
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Fidelity National Information Services (FIS) 0.1 $722k -4% 8.9k 80.77
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American Tower Reit (AMT) 0.1 $717k -18% 3.9k 183.41
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $709k 19k 36.70
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $704k 4.0k 175.24
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $702k -4% 31k 22.72
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Vaneck Etf Trust Preferred Securt (PFXF) 0.1 $700k 41k 17.25
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Ishares Tr U.s. Real Es Etf (IYR) 0.1 $694k NEW 7.5k 93.06
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Fair Isaac Corporation (FICO) 0.1 $693k -25% 348.00 1990.93
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Blackrock (BLK) 0.1 $686k NEW 669.00 1025.20
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Infosys Sponsored Adr (INFY) 0.1 $686k 31k 21.92
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $681k 1.00 680920.00
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Ishares Tr Esg Msci Leadr (SUSL) 0.1 $680k 6.6k 103.04
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $677k -9% 6.8k 99.54
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Target Corporation (TGT) 0.1 $674k -10% 5.0k 135.17
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $674k -13% 1.3k 511.07
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Advanced Micro Devices (AMD) 0.1 $673k +39% 5.6k 120.79
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Stryker Corporation (SYK) 0.1 $672k -4% 1.9k 360.15
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Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.1 $671k 22k 30.23
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Kenvue (KVUE) 0.1 $668k -5% 31k 21.35
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Dover Corporation (DOV) 0.1 $665k -3% 3.5k 187.58
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Sempra Energy (SRE) 0.1 $649k 7.4k 87.71
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Manulife Finl Corp (MFC) 0.1 $641k -10% 21k 30.71
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Shell Spon Ads (SHEL) 0.1 $635k 10k 62.65
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Spdr Gold Tr Gold Shs (GLD) 0.1 $620k +4% 2.6k 242.13
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Sherwin-Williams Company (SHW) 0.1 $597k -5% 1.8k 339.85
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Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) 0.1 $594k +42% 19k 30.57
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Charles Schwab Corporation (SCHW) 0.1 $593k -56% 8.0k 74.01
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Caterpillar (CAT) 0.1 $592k +15% 1.6k 362.65
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Vanguard World Health Car Etf (VHT) 0.1 $587k 2.3k 253.73
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Consolidated Edison (ED) 0.1 $583k 6.5k 89.23
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $579k +19% 6.5k 89.04
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Alcon Ord Shs (ALC) 0.1 $576k -21% 6.8k 84.89
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Cyberark Software SHS (CYBR) 0.1 $569k 1.7k 333.15
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Cognizant Technology Solutio Cl A (CTSH) 0.1 $558k 7.3k 76.90
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Allstate Corporation (ALL) 0.1 $551k -5% 2.9k 192.79
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Ge Aerospace Com New (GE) 0.1 $550k +20% 3.3k 166.79
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $550k +56% 47k 11.72
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Cummins (CMI) 0.1 $548k 1.6k 348.61
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $543k -5% 4.7k 115.18
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Cigna Corp (CI) 0.1 $542k 2.0k 276.14
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Analog Devices (ADI) 0.1 $542k +71% 2.5k 212.46
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $539k +42% 947.00 569.58
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Equity Residential Sh Ben Int (EQR) 0.1 $536k -2% 7.5k 71.76
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Quanta Services (PWR) 0.1 $533k -4% 1.7k 316.10
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Houlihan Lokey Cl A (HLI) 0.1 $529k -2% 3.0k 173.65
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $528k -6% 4.1k 127.58
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Intercontinental Exchange (ICE) 0.1 $528k 3.5k 148.99
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CRH Ord (CRH) 0.1 $527k -5% 5.7k 92.51
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Gartner (IT) 0.1 $525k -11% 1.1k 484.47
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Unilever Spon Adr New (UL) 0.1 $522k -2% 9.2k 56.70
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ConocoPhillips (COP) 0.1 $521k -21% 5.3k 99.17
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Ferrari Nv Ord (RACE) 0.1 $520k -5% 1.2k 424.91
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Cameco Corporation (CCJ) 0.1 $516k -17% 10k 51.39
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Vanguard World Industrial Etf (VIS) 0.1 $515k 2.0k 254.40
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Public Service Enterprise (PEG) 0.1 $514k 6.1k 84.48
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Smurfit Westrock SHS (SW) 0.1 $507k NEW 9.4k 53.86
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Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) 0.1 $506k 17k 29.43
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $505k -8% 2.9k 176.67
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Dupont De Nemours (DD) 0.1 $495k -3% 6.5k 76.25
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Lennox International (LII) 0.1 $489k -2% 803.00 609.30
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W.R. Berkley Corporation (WRB) 0.1 $489k 8.4k 58.52
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Altria (MO) 0.1 $485k 9.3k 52.29
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Lpl Financial Holdings (LPLA) 0.1 $484k +2% 1.5k 326.59
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Tortoise Sustainable & Socia Com Sh Ben Int (TEAF) 0.1 $477k 40k 12.00
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Southern Copper Corporation (SCCO) 0.1 $477k -6% 5.2k 91.12
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $476k 3.3k 145.33
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $476k 9.9k 47.82
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Relx Sponsored Adr (RELX) 0.1 $474k +4% 10k 45.42
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Lyondellbasell Industries N Shs - A - (LYB) 0.1 $474k -53% 6.4k 74.27
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Freshpet (FRPT) 0.1 $471k 3.2k 148.11
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Choice Hotels International (CHH) 0.1 $466k -2% 3.3k 141.98
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Innovator Etfs Trust Us Eqt Ultra Bf (UMAY) 0.1 $461k 14k 33.62
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Select Sector Spdr Tr Energy (XLE) 0.1 $457k +8% 5.3k 85.66
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Enterprise Products Partners (EPD) 0.1 $456k -30% 15k 31.36
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Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.1 $455k +67% 6.9k 66.11
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $454k NEW 5.1k 88.41
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Leidos Holdings (LDOS) 0.1 $450k +105% 3.1k 144.08
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Jack Henry & Associates (JKHY) 0.1 $449k 2.6k 175.33
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Illinois Tool Works (ITW) 0.1 $447k 1.8k 253.53
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Monster Beverage Corp (MNST) 0.1 $446k -3% 8.5k 52.56
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Lululemon Athletica (LULU) 0.1 $444k 1.2k 382.32
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Cibc Cad (CM) 0.1 $438k -50% 6.9k 63.23
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Citigroup Com New (C) 0.1 $431k 6.1k 70.39
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Broadridge Financial Solutions (BR) 0.1 $430k 1.9k 226.15
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Msci (MSCI) 0.1 $427k 711.00 600.37
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $427k 5.5k 78.01
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T Rowe Price Etf Cap Appreciation (TCAF) 0.1 $425k NEW 13k 33.27
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Vanguard World Inf Tech Etf (VGT) 0.1 $425k -6% 683.00 621.89
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Sea Sponsord Ads (SE) 0.1 $424k -3% 4.0k 106.09
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $424k 1.3k 322.28
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Jacobs Engineering Group (J) 0.1 $423k 3.2k 133.63
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Construction Partners Com Cl A (ROAD) 0.1 $423k -5% 4.8k 88.46
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Bj's Wholesale Club Holdings (BJ) 0.1 $421k -6% 4.7k 89.35
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Anthem (ELV) 0.1 $420k -15% 1.1k 368.95
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Rollins (ROL) 0.0 $413k -2% 8.9k 46.35
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Corning Incorporated (GLW) 0.0 $411k 8.6k 47.52
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Fiserv (FI) 0.0 $408k +3% 2.0k 205.42
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Amcor Ord (AMCR) 0.0 $406k -7% 43k 9.41
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Argenx Se Sponsored Adr (ARGX) 0.0 $405k 659.00 615.00
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Nxp Semiconductors N V (NXPI) 0.0 $401k -26% 1.9k 207.81
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Ishares Esg Awr Msci Em (ESGE) 0.0 $400k 12k 33.39
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Vanguard World Consum Dis Etf (VCR) 0.0 $399k 1.1k 375.37
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O'reilly Automotive (ORLY) 0.0 $394k -4% 333.00 1184.02
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $394k 3.2k 121.59
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Pool Corporation (POOL) 0.0 $393k -2% 1.2k 340.86
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $393k -8% 3.9k 99.56
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Grand Canyon Education (LOPE) 0.0 $390k -2% 2.4k 163.80
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Zebra Technologies Corporati Cl A (ZBRA) 0.0 $385k -23% 996.00 386.22
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ConAgra Foods (CAG) 0.0 $384k -5% 14k 27.75
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Hologic (HOLX) 0.0 $383k -6% 5.3k 72.08
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Fastenal Company (FAST) 0.0 $382k -10% 5.3k 71.91
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Hillman Solutions Corp (HLMN) 0.0 $375k -7% 39k 9.74
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Tyler Technologies (TYL) 0.0 $374k -8% 649.00 576.64
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Ishares Emng Mkts Eqt (EMGF) 0.0 $374k 8.3k 45.23
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3M Company (MMM) 0.0 $372k -4% 2.9k 129.10
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Freeport-mcmoran CL B (FCX) 0.0 $369k -18% 9.7k 38.08
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Spdr Ser Tr S&p Biotech (XBI) 0.0 $368k +4% 4.1k 90.06
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Metropcs Communications (TMUS) 0.0 $367k +3% 1.7k 220.68
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $363k NEW 2.8k 129.33
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Thor Industries (THO) 0.0 $362k 3.8k 95.72
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McKesson Corporation (MCK) 0.0 $360k -10% 632.00 570.23
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $360k +15% 5.0k 71.91
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $359k +73% 16k 22.70
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Colgate-Palmolive Company (CL) 0.0 $357k 3.9k 90.91
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RPM International (RPM) 0.0 $357k 2.9k 123.05
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Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $356k +6% 8.2k 43.52
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Spotify Technology S A SHS (SPOT) 0.0 $354k NEW 792.00 447.38
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Cooper Cos (COO) 0.0 $354k -5% 3.8k 91.93
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Bentley Sys Com Cl B (BSY) 0.0 $354k -4% 7.6k 46.70
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Vanguard World Comm Srvc Etf (VOX) 0.0 $352k 2.3k 154.95
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Guidewire Software (GWRE) 0.0 $351k -2% 2.1k 168.58
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CoStar (CSGP) 0.0 $350k +14% 4.9k 71.59
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $350k 7.2k 48.31
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Globant S A (GLOB) 0.0 $350k -5% 1.6k 214.42
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Rb Global (RBA) 0.0 $349k -25% 3.9k 90.21
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Phillips 66 (PSX) 0.0 $348k -12% 3.1k 113.92
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Church & Dwight (CHD) 0.0 $346k -2% 3.3k 104.71
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Vanguard World Materials Etf (VAW) 0.0 $344k 1.8k 187.82
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Snowflake Cl A (SNOW) 0.0 $343k +9% 2.2k 154.41
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Innovator Etfs Trust Intrnl Dev Aprl (IAPR) 0.0 $343k 13k 26.70
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Ishares Tr Core Msci Total (IXUS) 0.0 $343k -36% 5.2k 66.13
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Siteone Landscape Supply (SITE) 0.0 $342k 2.6k 131.77
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $342k NEW 4.2k 81.57
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Constellation Brands Cl A (STZ) 0.0 $342k -7% 1.5k 220.94
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General Motors Company (GM) 0.0 $339k 6.4k 53.27
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MercadoLibre (MELI) 0.0 $338k -6% 199.00 1700.44
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Marriott Intl Cl A (MAR) 0.0 $338k 1.2k 278.88
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Becton, Dickinson and (BDX) 0.0 $337k +14% 1.5k 226.94
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RBC Bearings Incorporated (RBC) 0.0 $334k 1.1k 299.14
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AvalonBay Communities (AVB) 0.0 $334k 1.5k 219.97
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Novartis Sponsored Adr (NVS) 0.0 $334k -2% 3.4k 97.31
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Cme (CME) 0.0 $331k +2% 1.4k 232.19
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Armstrong World Industries (AWI) 0.0 $330k -3% 2.3k 141.31
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Oneok (OKE) 0.0 $330k -7% 3.3k 100.40
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Hartford Financial Services (HIG) 0.0 $329k -14% 3.0k 109.39
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Airbnb Com Cl A (ABNB) 0.0 $328k +17% 2.5k 131.41
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Medtronic SHS (MDT) 0.0 $327k -14% 4.1k 79.88
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Axon Enterprise (AXON) 0.0 $327k -38% 550.00 594.32
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Ishares Tr New York Mun Etf (NYF) 0.0 $327k +3% 6.1k 53.22
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Regeneron Pharmaceuticals (REGN) 0.0 $326k -18% 457.00 712.33
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Palantir Technologies Cl A (PLTR) 0.0 $324k -54% 4.3k 75.63
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Ishares Tr Global Reit Etf (REET) 0.0 $323k -75% 14k 23.97
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EOG Resources (EOG) 0.0 $320k -10% 2.6k 122.58
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Dell Technologies CL C (DELL) 0.0 $319k -60% 2.8k 115.23
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Charles River Laboratories (CRL) 0.0 $318k -9% 1.7k 184.60
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Ge Vernova (GEV) 0.0 $316k +10% 960.00 328.93
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Kkr & Co (KKR) 0.0 $313k -7% 2.1k 147.93
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Exponent (EXPO) 0.0 $312k -7% 3.5k 89.09
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American Intl Group Com New (AIG) 0.0 $312k 4.3k 72.80
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $312k +5% 115k 2.72