Wingate Wealth Advisors

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

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Portfolio Holdings for Wingate Wealth Advisors

Wingate Wealth Advisors holds 477 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
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.9 $2.9M 17k 175.23
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T Rowe Price Etf Cap Appreciation (TCAF) 2.8 $2.8M 85k 33.27
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 2.7 $2.8M 34k 80.93
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Schwab Strategic Tr Fundamental Us L (FNDX) 2.6 $2.6M 111k 23.68
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Schwab Strategic Tr Fundamental Intl (FNDF) 2.6 $2.6M 78k 33.21
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $2.5M 4.3k 586.13
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $2.5M 5.6k 453.28
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Ishares Tr Msci Intl Qualty (IQLT) 2.4 $2.4M 65k 37.12
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Alphabet Cap Stk Cl A (GOOGL) 2.3 $2.3M 12k 189.30
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.0 $2.1M 82k 25.37
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Apple (AAPL) 2.0 $2.0M 8.2k 250.42
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2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 2.0 $2.0M 63k 31.97
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Ishares Tr Eafe Value Etf (EFV) 1.8 $1.9M 36k 52.47
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Ishares Tr Core S&p500 Etf (IVV) 1.8 $1.8M 3.1k 588.71
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.8 $1.8M 31k 58.93
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Ishares Tr Esg Awr Us Agrgt (EAGG) 1.7 $1.8M 38k 46.44
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Ishares Tr Esg Aw Msci Eafe (ESGD) 1.7 $1.8M 23k 76.14
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Vanguard Index Fds Growth Etf (VUG) 1.7 $1.7M 4.2k 410.40
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.6 $1.6M 59k 27.32
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Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $1.5M 5.3k 289.81
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Vanguard Specialized Funds Div App Etf (VIG) 1.5 $1.5M 7.8k 195.83
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Vanguard World Esg Us Stk Etf (ESGV) 1.5 $1.5M 14k 104.89
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $1.2M 16k 77.27
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Ishares Tr Core Msci Eafe (IEFA) 1.2 $1.2M 17k 70.28
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $1.2M 2.2k 538.73
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Ishares Tr Msci Eafe Etf (EFA) 1.1 $1.1M 15k 75.61
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Chevron Corporation (CVX) 1.1 $1.1M 7.6k 144.84
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Cormedix Inc cormedix (CRMD) 1.0 $1.0M 126k 8.10
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Microsoft Corporation (MSFT) 1.0 $998k 2.4k 421.50
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.9 $963k 9.8k 98.47
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Spdr Gold Tr Gold Shs (GLD) 0.9 $935k 3.9k 242.13
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Ishares Tr National Mun Etf (MUB) 0.9 $929k 8.7k 106.55
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Vanguard Index Fds Value Etf (VTV) 0.9 $913k 5.4k 169.31
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.9 $908k 47k 19.43
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Marsh & McLennan Companies (MMC) 0.8 $854k 4.0k 212.41
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $833k 17k 50.13
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.8 $829k 41k 20.13
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.8 $810k 42k 19.48
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.8 $807k 12k 67.03
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Vanguard World Inf Tech Etf (VGT) 0.8 $804k 1.3k 622.03
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Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $799k 13k 62.31
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $764k 4.7k 161.78
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Exxon Mobil Corporation (XOM) 0.7 $746k 6.9k 107.56
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Ishares Tr Core Us Aggbd Et (AGG) 0.7 $669k 6.9k 96.90
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $658k 6.2k 105.48
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Ishares Tr Eafe Grwth Etf (EFG) 0.6 $645k 6.7k 96.83
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $632k 2.6k 240.24
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.6 $630k 34k 18.34
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Ishares Tr Us Sml Cap Eqt (SMLF) 0.6 $620k 9.2k 67.50
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $602k 5.2k 115.22
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Amazon (AMZN) 0.6 $596k 2.7k 219.39
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.5 $547k 27k 20.65
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $534k 10k 51.70
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Costco Wholesale Corporation (COST) 0.5 $517k 564.00 916.30
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Analog Devices (ADI) 0.5 $502k 2.4k 212.46
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $493k 7.6k 65.08
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Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $491k 7.7k 63.75
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Merck & Co (MRK) 0.5 $474k 4.8k 99.49
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Raytheon Technologies Corp (RTX) 0.4 $455k 3.9k 115.71
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Philip Morris International (PM) 0.4 $449k 3.7k 120.35
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Wal-Mart Stores (WMT) 0.4 $438k 4.9k 90.35
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Revolution Medicines (RVMD) 0.4 $437k 10k 43.74
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.4 $428k 14k 30.03
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.4 $421k 9.4k 44.87
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Pepsi (PEP) 0.4 $421k 2.8k 152.06
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Procter & Gamble Company (PG) 0.4 $420k 2.5k 167.65
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.4 $408k 8.2k 49.62
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $392k 21k 18.50
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International Business Machines (IBM) 0.4 $386k 1.8k 219.83
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Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.3 $343k 7.7k 44.56
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $320k 6.7k 47.82
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Broadcom (AVGO) 0.3 $313k 1.4k 231.84
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Meta Platforms Cl A (META) 0.3 $311k 531.00 585.98
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $309k 12k 25.84
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $299k 704.00 425.20
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Oracle Corporation (ORCL) 0.3 $291k 1.7k 166.64
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McDonald's Corporation (MCD) 0.3 $290k 1.0k 289.89
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Union Pacific Corporation (UNP) 0.3 $271k 1.2k 228.04
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Nextera Energy (NEE) 0.3 $256k 3.6k 71.69
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Carrier Global Corporation (CARR) 0.3 $255k 3.7k 68.26
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $245k 7.1k 34.59
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Ishares Tr Msci Intl Moment (IMTM) 0.2 $244k 6.5k 37.40
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Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $238k 1.4k 164.12
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Visa Com Cl A (V) 0.2 $237k 750.00 316.04
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Eli Lilly & Co. (LLY) 0.2 $237k 307.00 772.00
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $236k 462.00 511.01
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Dell Technologies CL C (DELL) 0.2 $233k 2.0k 115.24
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Johnson & Johnson (JNJ) 0.2 $233k 1.6k 144.65
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $227k 2.2k 101.53
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.2 $225k 8.6k 26.21
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Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.2 $201k 8.5k 23.57
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Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.2 $201k 8.5k 23.60
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Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.2 $200k 8.6k 23.33
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Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.2 $200k 8.7k 22.94
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $199k 3.4k 58.00
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Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.2 $199k 9.2k 21.72
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Caterpillar (CAT) 0.2 $198k 546.00 362.76
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Vanguard World Industrial Etf (VIS) 0.2 $195k 768.00 254.39
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Walt Disney Company (DIS) 0.2 $191k 1.7k 111.35
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Public Storage (PSA) 0.2 $190k 636.00 299.26
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Avery Dennison Corporation (AVY) 0.2 $188k 1.0k 187.13
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $187k 328.00 570.28
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Verizon Communications (VZ) 0.2 $181k 4.5k 39.99
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Fidelity Covington Trust Consmr Staples (FSTA) 0.2 $180k 3.6k 49.44
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Henry Schein (HSIC) 0.2 $177k 2.6k 69.20
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JPMorgan Chase & Co. (JPM) 0.2 $174k 727.00 239.71
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Emerson Electric (EMR) 0.2 $174k 1.4k 123.93
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $173k 3.6k 48.42
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $171k 926.00 185.09
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General Mills (GIS) 0.2 $171k 2.7k 63.77
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Tesla Motors (TSLA) 0.2 $164k 406.00 403.84
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Eaton Corp SHS (ETN) 0.2 $161k 485.00 331.87
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3M Company (MMM) 0.1 $153k 1.2k 129.09
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Boston Scientific Corporation (BSX) 0.1 $151k 1.7k 89.32
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Ge Aerospace Com New (GE) 0.1 $149k 895.00 166.84
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Alphabet Cap Stk Cl C (GOOG) 0.1 $149k 783.00 190.44
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Bristol Myers Squibb (BMY) 0.1 $146k 2.6k 56.56
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TJX Companies (TJX) 0.1 $139k 1.2k 120.81
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Otis Worldwide Corp (OTIS) 0.1 $136k 1.5k 92.61
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Foghorn Therapeutics (FHTX) 0.1 $134k 29k 4.72
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $130k 453.00 287.75
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Honeywell International (HON) 0.1 $129k 572.00 225.89
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NVIDIA Corporation (NVDA) 0.1 $126k 941.00 134.29
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RBB Us Treasy 2 Yr (UTWO) 0.1 $125k 2.6k 48.06
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Allstate Corporation (ALL) 0.1 $125k 649.00 192.66
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Anthem (ELV) 0.1 $125k 338.00 368.90
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Ameren Corporation (AEE) 0.1 $120k 1.4k 89.14
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Coca-Cola Company (KO) 0.1 $119k 1.9k 62.26
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Gilead Sciences (GILD) 0.1 $118k 1.3k 92.37
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Bank of America Corporation (BAC) 0.1 $117k 2.7k 43.94
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Cisco Systems (CSCO) 0.1 $113k 1.9k 59.20
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Adobe Systems Incorporated (ADBE) 0.1 $113k 253.00 444.68
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At&t (T) 0.1 $109k 4.8k 22.77
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Williams Companies (WMB) 0.1 $106k 2.0k 54.12
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SYSCO Corporation (SYY) 0.1 $105k 1.4k 76.46
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $103k 256.00 402.06
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $103k 1.4k 71.93
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Metropcs Communications (TMUS) 0.1 $102k 461.00 220.73
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $101k 3.6k 27.71
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National Fuel Gas (NFG) 0.1 $100k 1.7k 60.68
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F5 Networks (FFIV) 0.1 $99k 394.00 251.47
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $97k 493.00 197.49
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Waste Management (WM) 0.1 $97k 480.00 201.65
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $96k 4.2k 22.70
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Church & Dwight (CHD) 0.1 $90k 859.00 104.71
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Chubb (CB) 0.1 $90k 325.00 276.30
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Progressive Corporation (PGR) 0.1 $89k 370.00 239.61
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Udr (UDR) 0.1 $87k 2.0k 43.41
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Colgate-Palmolive Company (CL) 0.1 $87k 956.00 90.91
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Spdr Ser Tr S&p Semicndctr (XSD) 0.1 $87k 349.00 248.45
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Snap-on Incorporated (SNA) 0.1 $86k 254.00 339.48
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Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $85k 5.2k 16.37
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Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $85k 5.3k 16.05
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Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.1 $85k 4.2k 20.11
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $84k 3.4k 24.99
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Vulcan Materials Company (VMC) 0.1 $84k 325.00 257.23
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Electronic Arts (EA) 0.1 $83k 565.00 146.30
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DaVita (DVA) 0.1 $82k 545.00 149.55
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PNC Financial Services (PNC) 0.1 $81k 422.00 192.85
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Cme (CME) 0.1 $81k 349.00 232.23
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Mondelez Intl Cl A (MDLZ) 0.1 $81k 1.3k 59.73
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Republic Services (RSG) 0.1 $81k 400.00 201.18
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UnitedHealth (UNH) 0.1 $79k 157.00 505.86
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Stryker Corporation (SYK) 0.1 $78k 216.00 360.05
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Tractor Supply Company (TSCO) 0.1 $76k 1.4k 53.06
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Illinois Tool Works (ITW) 0.1 $76k 300.00 253.56
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Mastercard Incorporated Cl A (MA) 0.1 $76k 144.00 526.57
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Spdr Ser Tr Portfolio Short (SPSB) 0.1 $76k 2.5k 29.86
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Las Vegas Sands (LVS) 0.1 $75k 1.5k 51.36
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Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $74k 1.0k 71.54
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Vanguard World Utilities Etf (VPU) 0.1 $73k 447.00 163.51
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $73k 2.7k 26.63
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $72k 803.00 89.34
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Campbell Soup Company (CPB) 0.1 $71k 1.7k 41.88
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Altria (MO) 0.1 $71k 1.4k 52.29
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $70k 928.00 75.72
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Qualcomm (QCOM) 0.1 $69k 451.00 153.53
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $69k 1.3k 54.70
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Monster Beverage Corp (MNST) 0.1 $67k 1.3k 52.56
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Omni (OMC) 0.1 $67k 774.00 86.04
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Norfolk Southern (NSC) 0.1 $66k 280.00 234.70
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Jacobs Engineering Group (J) 0.1 $65k 489.00 133.62
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Eversource Energy (ES) 0.1 $65k 1.1k 57.43
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Sap Se Spon Adr (SAP) 0.1 $65k 262.00 246.21
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $64k 2.7k 24.06
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Marathon Petroleum Corp (MPC) 0.1 $64k 460.00 139.50
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $64k 779.00 82.02
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Paccar (PCAR) 0.1 $64k 614.00 104.02
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Ishares Tr 10+ Yr Invst Grd (IGLB) 0.1 $63k 1.3k 49.39
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Zoetis Cl A (ZTS) 0.1 $63k 386.00 163.04
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $62k 864.00 71.40
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Select Sector Spdr Tr Energy (XLE) 0.1 $60k 704.00 85.61
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Vanguard World Mega Grwth Ind (MGK) 0.1 $60k 174.00 343.41
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Xylem (XYL) 0.1 $59k 512.00 116.02
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Veeva Sys Cl A Com (VEEV) 0.1 $59k 282.00 210.25
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $59k 5.1k 11.38
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Vanguard World Materials Etf (VAW) 0.1 $57k 305.00 187.84
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Ishares Tr Core Msci Intl (IDEV) 0.1 $57k 884.00 64.44
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $57k 1.3k 44.03
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American Express Company (AXP) 0.1 $56k 190.00 296.79
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Chart Industries (GTLS) 0.1 $56k 293.00 190.57
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $56k 1.2k 44.91
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Toyota Motor Corp Ads (TM) 0.1 $56k 285.00 194.61
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $55k 622.00 88.40
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Fortune Brands (FBIN) 0.1 $55k 800.00 68.33
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.1 $54k 1.8k 29.70
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $54k 1.1k 47.39
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $54k 2.1k 25.86
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Biogen Idec (BIIB) 0.1 $54k 350.00 152.92
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Regeneron Pharmaceuticals (REGN) 0.1 $53k 75.00 712.33
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Schlumberger Com Stk (SLB) 0.1 $53k 1.4k 38.34
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Agios Pharmaceuticals (AGIO) 0.1 $53k 1.6k 32.86
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Pfizer (PFE) 0.1 $53k 2.0k 26.53
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Ishares Tr Core Msci Pac (IPAC) 0.1 $52k 857.00 61.12
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Amgen (AMGN) 0.1 $52k 200.00 260.64
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Halliburton Company (HAL) 0.1 $52k 1.9k 27.19
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Ge Vernova (GEV) 0.1 $52k 158.00 328.93
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Molina Healthcare (MOH) 0.1 $52k 178.00 291.05
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Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $52k 41.00 1260.00
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AECOM Technology Corporation (ACM) 0.1 $51k 480.00 106.82
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Hp (HPQ) 0.0 $50k 1.5k 32.63
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Ford Motor Company (F) 0.0 $49k 5.0k 9.90
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Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $49k 500.00 97.46
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BP Sponsored Adr (BP) 0.0 $48k 1.6k 29.56
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Huntington Ingalls Inds (HII) 0.0 $48k 254.00 188.97
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Lamb Weston Hldgs (LW) 0.0 $47k 703.00 66.83
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Ishares Core Msci Emkt (IEMG) 0.0 $47k 897.00 52.23
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Charter Communications Inc N Cl A (CHTR) 0.0 $45k 131.00 342.77
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $45k 1.0k 43.25
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Goldman Sachs (GS) 0.0 $45k 78.00 572.62
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $45k 201.00 221.30
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Okta Cl A (OKTA) 0.0 $44k 560.00 78.80
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Kinder Morgan (KMI) 0.0 $44k 1.6k 27.40
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $44k 108.00 402.70
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Vanguard World Consum Stp Etf (VDC) 0.0 $42k 200.00 211.38
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Simon Property (SPG) 0.0 $41k 237.00 172.21
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Imperial Oil Com New (IMO) 0.0 $41k 662.00 61.60
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Rocket Lab Usa (RKLB) 0.0 $40k 1.6k 25.47
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Toast Cl A (TOST) 0.0 $40k 1.1k 36.44
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $39k 307.00 127.59
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Wabtec Corporation (WAB) 0.0 $39k 205.00 189.59
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Freeport-mcmoran CL B (FCX) 0.0 $39k 1.0k 38.08
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CSX Corporation (CSX) 0.0 $39k 1.2k 32.27
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $38k 1.3k 29.01
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $38k 143.00 264.13
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Automatic Data Processing (ADP) 0.0 $37k 127.00 292.73
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Wp Carey (WPC) 0.0 $37k 673.00 54.48
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Watsco, Incorporated (WSO) 0.0 $36k 76.00 473.89
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ConocoPhillips (COP) 0.0 $36k 361.00 99.17
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Public Service Enterprise (PEG) 0.0 $35k 419.00 84.53
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Abbott Laboratories (ABT) 0.0 $34k 298.00 113.11
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Marriott Intl Cl A (MAR) 0.0 $34k 120.00 278.94
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $33k 500.00 65.79
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Prudential Financial (PRU) 0.0 $33k 276.00 118.53
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Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $32k 999.00 31.79
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.0 $31k 676.00 46.10
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Suburban Propane Partners L Unit Ltd Partn (SPH) 0.0 $31k 1.8k 17.20
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Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $30k 25.00 1194.32
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Ameriprise Financial (AMP) 0.0 $30k 56.00 532.43
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Home Depot (HD) 0.0 $28k 73.00 388.99
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Comcast Corp Cl A (CMCSA) 0.0 $28k 753.00 37.53
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Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.0 $28k 950.00 29.59
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Constellation Energy (CEG) 0.0 $27k 121.00 223.71
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Coinbase Global Com Cl A (COIN) 0.0 $27k 108.00 248.30
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Coupang Cl A (CPNG) 0.0 $26k 1.2k 21.98
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $26k 647.00 40.69
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Vanguard World Health Car Etf (VHT) 0.0 $26k 102.00 253.69
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Vaneck Etf Trust Rare Earth And S (REMX) 0.0 $24k 622.00 39.01
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Advanced Micro Devices (AMD) 0.0 $23k 194.00 120.79
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $23k 123.00 190.15
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Columbia Etf Tr Ii India Consmr Etf (INCO) 0.0 $23k 356.00 64.47
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Cardinal Health (CAH) 0.0 $23k 194.00 118.27
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Thermo Fisher Scientific (TMO) 0.0 $23k 44.00 520.23
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Crown Castle Intl (CCI) 0.0 $23k 250.00 90.76
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Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $22k 882.00 25.32
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Citigroup Com New (C) 0.0 $22k 307.00 70.47
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $22k 80.00 269.70
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Dominion Resources (D) 0.0 $22k 400.00 53.86
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TransDigm Group Incorporated (TDG) 0.0 $22k 17.00 1267.29
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International Paper Company (IP) 0.0 $22k 400.00 53.82
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FedEx Corporation (FDX) 0.0 $21k 75.00 281.33
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $21k 158.00 132.32
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Medtronic SHS (MDT) 0.0 $21k 260.00 79.94
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General Motors Company (GM) 0.0 $21k 388.00 53.27
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Relay Therapeutics (RLAY) 0.0 $21k 5.0k 4.12
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Deere & Company (DE) 0.0 $20k 48.00 423.71
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Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.0 $20k 761.00 26.58
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CVS Caremark Corporation (CVS) 0.0 $20k 450.00 44.89
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Target Corporation (TGT) 0.0 $20k 147.00 135.18
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Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $20k 918.00 21.37
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $19k 457.00 41.83
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Moody's Corporation (MCO) 0.0 $19k 40.00 473.38
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Hexcel Corporation (HXL) 0.0 $19k 300.00 62.70
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Ecolab (ECL) 0.0 $19k 80.00 234.32
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Lowe's Companies (LOW) 0.0 $19k 75.00 246.80
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ACADIA Pharmaceuticals (ACAD) 0.0 $18k 1.0k 18.35
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Ishares Tr Ishares Biotech (IBB) 0.0 $18k 135.00 132.34
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Starbucks Corporation (SBUX) 0.0 $18k 195.00 91.25
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Abbvie (ABBV) 0.0 $18k 100.00 177.70
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Essential Utils (WTRG) 0.0 $18k 482.00 36.32
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Agnico (AEM) 0.0 $17k 220.00 78.21
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Paypal Holdings (PYPL) 0.0 $17k 200.00 85.35
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MKS Instruments (MKSI) 0.0 $17k 162.00 104.39
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $17k 386.00 43.53
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Ishares Tr Residential Mult (REZ) 0.0 $17k 203.00 81.07
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Lennar Corp Cl A (LEN) 0.0 $16k 120.00 136.37
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Cigna Corp (CI) 0.0 $16k 59.00 276.14
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Box Cl A (BOX) 0.0 $16k 500.00 31.60
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State Street Corporation (STT) 0.0 $16k 158.00 98.40
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Nu Hldgs Ord Shs Cl A (NU) 0.0 $15k 1.5k 10.36
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Global Ship Lease Com Cl A (GSL) 0.0 $15k 697.00 21.83
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Lam Research Corp Com New (LRCX) 0.0 $15k 210.00 72.23
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Danaos Corporation SHS (DAC) 0.0 $15k 189.00 80.07
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Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $15k 200.00 74.49
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Waters Corporation (WAT) 0.0 $15k 40.00 370.98
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $14k 272.00 53.05
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Markel Corporation (MKL) 0.0 $14k 8.00 1726.25
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Danaher Corporation (DHR) 0.0 $14k 60.00 229.55
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Carnival Corp Unit 99/99/9999 (CCL) 0.0 $14k 550.00 24.92
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Roper Industries (ROP) 0.0 $14k 26.00 519.85
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Quantumscape Corp Com Cl A (QS) 0.0 $14k 2.6k 5.19
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Sentinelone Cl A (S) 0.0 $13k 600.00 22.20
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Bank of New York Mellon Corporation (BK) 0.0 $13k 169.00 76.83
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SEI Investments Company (SEIC) 0.0 $13k 152.00 82.48
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Centene Corporation (CNC) 0.0 $12k 202.00 60.58
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Cummins (CMI) 0.0 $12k 35.00 348.60
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salesforce (CRM) 0.0 $12k 36.00 334.33
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Masterbrand Common Stock (MBC) 0.0 $12k 800.00 14.61
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Ishares Tr Future Ai & Tech (ARTY) 0.0 $12k 314.00 37.07
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Phillips 66 (PSX) 0.0 $11k 100.00 113.93
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Tyson Foods Cl A (TSN) 0.0 $11k 191.00 57.44
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Perimeter Solutions Common Stock 0.0 $11k 829.00 12.78
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Alpha Pro Tech (APT) 0.0 $11k 2.0k 5.29
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BlackRock Credit All Inc Trust IV (BTZ) 0.0 $11k 1.0k 10.46
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Verisign (VRSN) 0.0 $10k 50.00 206.96
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Woodward Governor Company (WWD) 0.0 $10k 60.00 166.42
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Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $9.9k 175.00 56.70
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $9.9k 414.00 23.93
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Ishares Gold Tr Ishares New (IAU) 0.0 $9.9k 200.00 49.51
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Lockheed Martin Corporation (LMT) 0.0 $9.7k 20.00 485.95
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Diamondback Energy (FANG) 0.0 $9.7k 59.00 163.83
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Texas Instruments Incorporated (TXN) 0.0 $9.6k 51.00 187.51
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United Sts Oil Units (USO) 0.0 $9.4k 125.00 75.55
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Global X Fds Social Med Etf (SOCL) 0.0 $9.4k 223.00 42.28
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Charles River Laboratories (CRL) 0.0 $9.4k 51.00 184.61
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Amentum Holdings (AMTM) 0.0 $9.1k 434.00 21.03
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Cohen & Steers Quality Income Realty (RQI) 0.0 $9.1k 740.00 12.24
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Uber Technologies (UBER) 0.0 $9.0k 150.00 60.32
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T. Rowe Price (TROW) 0.0 $9.0k 80.00 113.09
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Globalfoundries Ordinary Shares (GFS) 0.0 $9.0k 210.00 42.91
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Hershey Company (HSY) 0.0 $9.0k 53.00 169.36
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Skyworks Solutions (SWKS) 0.0 $8.9k 100.00 88.68
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Etfis Ser Tr I Virtus Infrcap (PFFA) 0.0 $8.3k 380.00 21.90
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Crocs (CROX) 0.0 $8.2k 75.00 109.53
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Teradyne (TER) 0.0 $8.2k 65.00 125.92
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Sherwin-Williams Company (SHW) 0.0 $8.2k 24.00 339.92
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Vaneck Etf Trust Bdc Income Etf (BIZD) 0.0 $8.0k 480.00 16.63
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Nike CL B (NKE) 0.0 $7.9k 104.00 75.67
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Hancock John Finl Opptys Sh Ben Int New (BTO) 0.0 $7.9k 220.00 35.69
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Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.0 $7.5k 134.00 56.26
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Louisiana-Pacific Corporation (LPX) 0.0 $7.4k 71.00 103.55
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Icahn Enterprises Depositary Unit (IEP) 0.0 $7.2k 831.00 8.67
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Global X Fds Fintech Etf (FINX) 0.0 $7.1k 229.00 31.17
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Charles Schwab Corporation (SCHW) 0.0 $7.1k 96.00 74.01
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Thermon Group Holdings (THR) 0.0 $7.1k 246.00 28.77
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Wells Fargo & Company (WFC) 0.0 $7.0k 99.00 70.24
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Liberty All Star Equity Sh Ben Int (USA) 0.0 $7.0k 1.0k 6.95
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Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $6.9k 880.00 7.86
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Enterprise Products Partners (EPD) 0.0 $6.9k 220.00 31.36
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Abrdn Healthcare Opportuniti SHS (THQ) 0.0 $6.8k 360.00 18.87
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $6.8k 200.00 33.91
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Siriusxm Holdings Common Stock (SIRI) 0.0 $6.6k 290.00 22.80
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Kenvue (KVUE) 0.0 $6.4k 298.00 21.35
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Reaves Util Income Com Sh Ben Int (UTG) 0.0 $6.3k 200.00 31.69
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Dollar Tree (DLTR) 0.0 $6.1k 82.00 74.94
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United Parcel Service CL B (UPS) 0.0 $6.1k 48.00 126.10
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Listed Fd Tr Roundhill Video (NERD) 0.0 $6.0k 303.00 19.78
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Ares Capital Corporation (ARCC) 0.0 $5.9k 270.00 21.89
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Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $5.9k 250.00 23.54
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Apollo Global Mgmt (APO) 0.0 $5.8k 35.00 165.17
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $5.5k 28.00 198.18
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $5.4k 66.00 81.26
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Cemex Sab De Cv Spon Adr New (CX) 0.0 $5.4k 950.00 5.64
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Cohen & Steers infrastucture Fund (UTF) 0.0 $5.3k 220.00 24.04
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Highland Opportunities Highland Income (HFRO) 0.0 $5.2k 1.0k 5.19
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PIMCO Corporate Opportunity Fund (PTY) 0.0 $5.0k 350.00 14.37
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Warner Bros Discovery Com Ser A (WBD) 0.0 $5.0k 474.00 10.57
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Owl Rock Capital Corporation (OBDC) 0.0 $5.0k 330.00 15.12
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Calamos (CCD) 0.0 $4.9k 200.00 24.30
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Abrdn Global Premier Pptys F Com Sh Ben Int (AWP) 0.0 $4.8k 1.3k 3.86
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Abrdn Healthcare Investors Sh Ben Int (HQH) 0.0 $4.8k 300.00 16.05
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Capital Southwest Corporation (CSWC) 0.0 $4.6k 210.00 21.82
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Psq Holdings Cl A (PSQH) 0.0 $4.4k 978.00 4.54
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Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $4.3k 86.00 50.28
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Shopify Cl A (SHOP) 0.0 $4.3k 40.00 106.33
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Ryman Hospitality Pptys (RHP) 0.0 $4.2k 40.00 104.35
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Harley-Davidson (HOG) 0.0 $4.0k 132.00 30.18
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Labcorp Holdings Com Shs (LH) 0.0 $3.9k 17.00 229.29
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Minerals Technologies (MTX) 0.0 $3.9k 51.00 76.22
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $3.8k 37.00 103.30
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Kraft Heinz (KHC) 0.0 $3.8k 123.00 30.71
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Intuit (INTU) 0.0 $3.8k 6.00 628.50
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American Well Corp Com Cl A New (AMWL) 0.0 $3.6k 500.00 7.25
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Ida (IDA) 0.0 $3.6k 33.00 109.27
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Eagle Pt Cr (ECC) 0.0 $3.6k 400.00 8.88
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JetBlue Airways Corporation (JBLU) 0.0 $3.5k 450.00 7.86
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $3.5k 5.00 693.00
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Brightspire Capital Com Cl A (BRSP) 0.0 $3.4k 600.00 5.64
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Parker-Hannifin Corporation (PH) 0.0 $3.2k 5.00 636.00
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Farmland Partners (FPI) 0.0 $3.2k 270.00 11.77
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Ishares Tr China Lg-cap Etf (FXI) 0.0 $3.0k 100.00 30.44
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Pubmatic Com Cl A (PUBM) 0.0 $2.9k 200.00 14.69
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $2.9k 15.00 191.93
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Oxford Lane Cap Corp (OXLC) 0.0 $2.8k 550.00 5.07
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Agnc Invt Corp Com reit (AGNC) 0.0 $2.8k 300.00 9.21
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $2.8k 31.00 89.06
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Netflix (NFLX) 0.0 $2.7k 3.00 891.33
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Annaly Capital Management In Com New (NLY) 0.0 $2.7k 145.00 18.30
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Viatris (VTRS) 0.0 $2.6k 212.00 12.45
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $2.5k 28.00 90.36
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Occidental Petroleum Corporation (OXY) 0.0 $2.5k 51.00 49.41
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $2.4k 28.00 87.25
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Alcon Ord Shs (ALC) 0.0 $2.2k 26.00 84.88
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Alpha Metallurgical Resources (AMR) 0.0 $2.2k 11.00 200.09
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Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.0 $2.1k 39.00 54.92
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Servicenow (NOW) 0.0 $2.1k 2.00 1060.00
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Fidelity Covington Trust Enhanced Large (FELV) 0.0 $2.1k 69.00 30.49
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Gladstone Ld (LAND) 0.0 $2.1k 190.00 10.84
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Blackrock (BLK) 0.0 $2.1k 2.00 1025.00
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S&p Global (SPGI) 0.0 $2.0k 4.00 498.00
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.0 $2.0k 17.00 116.59
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Solid Power Class A Com (SLDP) 0.0 $1.9k 1.0k 1.89
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Biohaven (BHVN) 0.0 $1.9k 50.00 37.36
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Micron Technology (MU) 0.0 $1.8k 21.00 84.14
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Intel Corporation (INTC) 0.0 $1.7k 83.00 20.05
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Ishares Msci Emrg Chn (EMXC) 0.0 $1.7k 30.00 55.47
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Lendingclub Corp Com New (LC) 0.0 $1.6k 100.00 16.19
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iRobot Corporation (IRBT) 0.0 $1.6k 200.00 7.75
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Snowflake Cl A (SNOW) 0.0 $1.5k 10.00 154.40
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Welltower Inc Com reit (WELL) 0.0 $1.5k 12.00 126.00
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Palo Alto Networks (PANW) 0.0 $1.5k 8.00 182.00
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Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $1.4k 18.00 78.22
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $1.4k 16.00 87.31
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Prologis (PLD) 0.0 $1.4k 13.00 105.69
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Ferrari Nv Ord (RACE) 0.0 $1.3k 3.00 425.00
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Agenus Com New (AGEN) 0.0 $1.3k 457.00 2.74
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Boeing Company (BA) 0.0 $1.2k 7.00 177.00
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Hilton Worldwide Holdings (HLT) 0.0 $1.2k 5.00 247.20
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O'reilly Automotive (ORLY) 0.0 $1.2k 1.00 1186.00
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Airbnb Com Cl A (ABNB) 0.0 $1.2k 9.00 131.44
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Vinci Partners Invts Com Cl A (VINP) 0.0 $1.0k 100.00 10.07
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ACCO Brands Corporation (ACCO) 0.0 $987.000000 188.00 5.25
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Vanguard World Energy Etf (VDE) 0.0 $970.000000 8.00 121.25
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Organon & Co Common Stock (OGN) 0.0 $960.000000 64.00 15.00
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Toronto Dominion Bk Ont Com New (TD) 0.0 $957.999600 18.00 53.22
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Ross Stores (ROST) 0.0 $907.999800 6.00 151.33
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United Rentals (URI) 0.0 $704.000000 1.00 704.00
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Select Sector Spdr Tr Technology (XLK) 0.0 $698.000100 3.00 232.67
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Uipath Cl A (PATH) 0.0 $636.000000 50.00 12.72
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $601.999800 6.00 100.33
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Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.0 $519.000000 2.00 259.50
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $458.000100 9.00 50.89
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Confluent Class A Com (CFLT) 0.0 $447.000000 16.00 27.94
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Hldgs (UAL) 0.0 $388.000000 4.00 97.00
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Amarin Corp Spons Adr New (AMRN) 0.0 $234.982500 485.00 0.48
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Amplify Etf Tr Amplify Alternat (MJ) 0.0 $224.000000 100.00 2.24
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Banco Santander Adr (SAN) 0.0 $182.000000 40.00 4.55
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Madison Square Grdn Sprt Cor Cl A (MSGS) 0.0 $163.000000 1.00 163.00
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Zimvie (ZIMV) 0.0 $140.000000 10.00 14.00
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Cardiol Therapeutics Com Cl A (CRDL) 0.0 $109.004000 85.00 1.28
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Plug Power Com New (PLUG) 0.0 $107.000000 50.00 2.14
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Bok Finl Corp Com New (BOKF) 0.0 $106.000000 1.00 106.00
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Inovio Pharmaceuticals Com Shs (INO) 0.0 $37.000000 20.00 1.85
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Delcath Sys Com New (DCTH) 0.0 $12.000000 1.00 12.00
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Aurora Cannabis (ACB) 0.0 $9.000000 2.00 4.50
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Casi Pharmaceuticals Ord Shs (CASI) 0.0 $6.000000 2.00 3.00
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Stem (STEM) 0.0 $0 1.00 0.00
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Past Filings by Wingate Wealth Advisors

SEC 13F filings are viewable for Wingate Wealth Advisors going back to 2024