1620 Investment Advisors

1620 Investment Advisors as of March 31, 2025

Portfolio Holdings for 1620 Investment Advisors

1620 Investment Advisors holds 689 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 3.3 $4.3M 128k 33.24
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 2.4 $3.1M 107k 29.24
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 2.4 $3.1M 33k 95.37
Spdr Msci Eafe Strategicfactors Etf Etf (QEFA) 2.3 $3.0M 39k 78.95
Tri Contl Corp Etf (TY) 2.1 $2.8M 91k 30.67
JPMorgan Chase & Co. (JPM) 1.9 $2.5M 10k 245.30
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 1.8 $2.4M 45k 52.37
Schwab Us Tips Etf Etf (SCHP) 1.8 $2.3M 87k 26.89
TJX Companies (TJX) 1.8 $2.3M 19k 121.80
Apple (AAPL) 1.6 $2.2M 9.7k 222.14
Freedom 100 Emerging Markets Etf Etf (FRDM) 1.6 $2.1M 60k 35.05
Ishares Short-term National Muni Bond Etf Etf (SUB) 1.5 $2.0M 19k 105.60
Janus Henderson Securitized Income Etf Etf (JSI) 1.4 $1.9M 36k 52.35
Spdr Doubleline Total Return Tactical Etf Etf (TOTL) 1.3 $1.6M 41k 40.29
Raytheon Technologies Corp (RTX) 1.2 $1.6M 12k 132.46
Microsoft Corporation (MSFT) 1.2 $1.6M 4.2k 375.39
Abbvie (ABBV) 1.2 $1.6M 7.5k 209.53
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) 1.1 $1.4M 50k 28.86
Chevron Corporation (CVX) 1.0 $1.3M 7.8k 167.28
Vaneck Intermediate Muni Etf Etf (ITM) 1.0 $1.3M 28k 45.51
John Hancock Preferred Income Etf Etf (JHPI) 0.9 $1.2M 55k 22.41
Taiwan Semiconductor Mfg (TSM) 0.9 $1.2M 7.2k 166.00
Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL) 0.9 $1.2M 28k 43.10
Verizon Communications (VZ) 0.9 $1.1M 25k 45.36
Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.8 $1.1M 12k 92.47
Southern Company (SO) 0.8 $1.0M 11k 91.95
Novartis (NVS) 0.8 $985k 8.8k 111.48
International Business Machines (IBM) 0.7 $980k 3.9k 248.66
Spdr Msci Usa Strategicfactors Etf Etf (QUS) 0.7 $918k 5.9k 156.70
Ares Capital Corporation (ARCC) 0.7 $918k 41k 22.16
Williams Companies (WMB) 0.7 $861k 14k 59.76
Bristol Myers Squibb (BMY) 0.6 $843k 14k 60.99
Berkshire Hathaway (BRK.B) 0.6 $839k 1.6k 532.44
Tortoise Energy Infrastructure closed end funds (TYG) 0.6 $834k 19k 43.05
Marathon Petroleum Corp (MPC) 0.6 $824k 5.7k 145.68
Eaton (ETN) 0.6 $812k 3.0k 271.83
Mondelez Int (MDLZ) 0.6 $798k 12k 67.85
Epr Properties (EPR) 0.6 $797k 15k 52.61
Kinder Morgan (KMI) 0.6 $795k 28k 28.53
Home Depot (HD) 0.6 $794k 2.2k 366.49
Pepsi (PEP) 0.6 $747k 5.0k 149.95
At&t (T) 0.6 $734k 26k 28.28
RPM International (RPM) 0.6 $720k 6.2k 115.68
AstraZeneca (AZN) 0.5 $716k 9.7k 73.50
Federated Investors (FHI) 0.5 $713k 18k 40.77
Blackstone Group Inc Com Cl A (BX) 0.5 $708k 5.1k 139.78
Lincoln National Corporation (LNC) 0.5 $706k 20k 35.91
Gilead Sciences (GILD) 0.5 $702k 6.3k 112.05
Wal-Mart Stores (WMT) 0.5 $695k 7.9k 87.79
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.5 $684k 7.8k 88.00
Invitation Homes (INVH) 0.5 $684k 20k 34.85
Amazon (AMZN) 0.5 $666k 3.5k 190.24
Invesco Preferred Etf Etf (PGX) 0.5 $661k 59k 11.22
Agree Realty Corporation (ADC) 0.5 $661k 8.6k 77.19
Exxon Mobil Corporation (XOM) 0.5 $653k 5.5k 118.93
Starwood Property Trust (STWD) 0.5 $650k 33k 19.77
Johnson Controls International Plc equity (JCI) 0.5 $635k 7.9k 80.11
Ishares Investment Grade Systematic Bond Etf Etf (IGEB) 0.5 $628k 14k 45.01
Renaissancere Hldgs Ltd 5.750 Pfd F PFD (RNR.PF) 0.5 $622k 29k 21.52
Travelers Companies (TRV) 0.5 $619k 2.3k 264.42
Walt Disney Company (DIS) 0.5 $610k 6.2k 98.70
Medtronic (MDT) 0.5 $608k 6.8k 89.86
Hercules Technology Growth Capital (HTGC) 0.5 $605k 32k 19.21
NetApp (NTAP) 0.5 $596k 6.8k 87.84
Cheniere Energy (LNG) 0.4 $587k 2.5k 231.40
Oneok (OKE) 0.4 $573k 5.8k 99.22
DiamondRock Hospitality Company (DRH) 0.4 $564k 73k 7.72
Powell Industries (POWL) 0.4 $560k 3.3k 170.33
Microchip Technology (MCHP) 0.4 $553k 11k 48.41
National Storage Affiliates shs ben int (NSA) 0.4 $551k 14k 39.40
Ralph Lauren Corp (RL) 0.4 $543k 2.5k 220.74
Corning Incorporated (GLW) 0.4 $539k 12k 45.78
New Residential Investment (RITM) 0.4 $522k 46k 11.45
Allstate Corp 4.75 Dp Sh Pf I PFD (ALL.PI) 0.4 $521k 27k 19.45
Public Storage Oper Co 4.125 Dp Sh Pf M PFD (PSA.PM) 0.4 $517k 30k 17.11
Broadcom (AVGO) 0.4 $517k 3.1k 167.40
Kimberly-Clark Corporation (KMB) 0.4 $504k 3.5k 142.21
Public Service Enterprise (PEG) 0.4 $504k 6.1k 82.30
Lear Corporation (LEA) 0.4 $501k 5.7k 88.22
Constellation Brands (STZ) 0.4 $498k 2.7k 183.52
Dominion Resources (D) 0.4 $491k 8.8k 56.07
Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 0.4 $482k 19k 24.86
Tapestry (TPR) 0.4 $481k 6.8k 70.41
Garmin (GRMN) 0.4 $479k 2.2k 217.08
Pfizer (PFE) 0.4 $474k 19k 25.34
Best Buy (BBY) 0.4 $465k 6.3k 73.61
Gaming & Leisure Pptys (GLPI) 0.4 $464k 9.1k 50.90
Johnson & Johnson (JNJ) 0.4 $458k 2.8k 165.81
Abbott Laboratories (ABT) 0.3 $456k 3.4k 132.64
Pinnacle West Capital Corporation (PNW) 0.3 $451k 4.7k 95.25
Enterprise Products Partners (EPD) 0.3 $451k 13k 34.14
Alphabet Inc Class A cs (GOOGL) 0.3 $450k 2.9k 154.66
Patterson Companies (PDCO) 0.3 $449k 14k 31.24
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.3 $449k 5.4k 82.73
Cardinal Health (CAH) 0.3 $444k 3.2k 137.77
Oracle Corporation (ORCL) 0.3 $443k 3.2k 139.80
Dupont De Nemours (DD) 0.3 $433k 5.8k 74.68
Darden Restaurants (DRI) 0.3 $427k 2.1k 207.76
Palo Alto Networks (PANW) 0.3 $417k 2.4k 170.63
Seagate Technology (STX) 0.3 $413k 4.9k 84.95
Diamondrock Hospitality Co 8.25 Sr A Pfd Sh PFD (DRH.PA) 0.3 $409k 17k 24.77
Cousins Properties (CUZ) 0.3 $407k 14k 29.50
Newtek Business Svcs (NEWT) 0.3 $404k 34k 11.96
Hannon Armstrong (HASI) 0.3 $404k 14k 29.24
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.3 $395k 4.4k 90.60
Ryder System (R) 0.3 $389k 2.7k 143.81
Fs Kkr Capital Corp (FSK) 0.3 $388k 19k 20.95
MercadoLibre (MELI) 0.3 $387k 198.00 1953.24
Alexander & Baldwin (ALEX) 0.3 $368k 21k 17.23
Air Products & Chemicals (APD) 0.3 $357k 1.2k 294.92
SYSCO Corporation (SYY) 0.3 $351k 4.7k 75.04
Tanger Factory Outlet Centers (SKT) 0.3 $340k 10k 33.79
General Dynamics Corporation (GD) 0.3 $338k 1.2k 272.58
Total (TTE) 0.3 $336k 5.2k 64.69
Thermo Fisher Scientific (TMO) 0.3 $336k 676.00 497.60
Global X Emerging Markets Bond Etf Etf (EMBD) 0.3 $328k 14k 22.84
Unitil Corporation (UTL) 0.3 $327k 5.7k 57.69
Morgan Stanley Pfd A 1/1000 PFD (MS.PA) 0.2 $322k 14k 22.80
Texas Instruments Incorporated (TXN) 0.2 $319k 1.8k 179.69
Citizens Financial (CFG) 0.2 $317k 7.7k 40.97
Caterpillar (CAT) 0.2 $311k 942.00 329.63
V.F. Corporation (VFC) 0.2 $309k 20k 15.52
Graphic Packaging Holding Company (GPK) 0.2 $302k 12k 25.96
Innovative Industria A (IIPR) 0.2 $300k 5.6k 54.09
Vaneck Short High Yield Muni Etf Etf (SHYD) 0.2 $297k 13k 22.49
Sapiens International Corp (SPNS) 0.2 $284k 11k 27.09
Arthur J. Gallagher & Co. (AJG) 0.2 $279k 808.00 345.24
Magna Intl Inc cl a (MGA) 0.2 $270k 8.0k 33.99
Hasbro (HAS) 0.2 $269k 4.4k 61.49
Compass Diversified Holdings (CODI) 0.2 $267k 14k 18.67
Four Corners Ppty Tr (FCPT) 0.2 $265k 9.2k 28.70
Global X U.s. Preferred Etf Etf (PFFD) 0.2 $258k 14k 19.04
Spdr Gold Shares Etf (GLD) 0.2 $256k 889.00 288.14
Compass Diversified 7.250 Pfd Ser A PFD (CODI.PA) 0.2 $254k 12k 22.13
Truist Financial Corp equities (TFC) 0.2 $251k 6.1k 41.15
Ishares Russell 2500 Etf Etf (SMMD) 0.2 $251k 4.0k 62.54
Invesco Senior Loan Etf Etf (BKLN) 0.2 $241k 12k 20.70
H&R Block (HRB) 0.2 $221k 4.0k 54.91
Schwab Us Dividend Equity Etf Etf (SCHD) 0.2 $220k 7.9k 27.96
Boston Beer Company (SAM) 0.2 $219k 916.00 238.84
Bk Nova Cad (BNS) 0.2 $218k 4.6k 47.43
Dick's Sporting Goods (DKS) 0.2 $212k 1.1k 201.56
Automatic Data Processing (ADP) 0.2 $211k 690.00 305.37
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI) 0.2 $209k 4.6k 45.07
Compass (COMP) 0.2 $199k 23k 8.73
Cisco Systems (CSCO) 0.2 $198k 3.2k 61.71
Global Payments (GPN) 0.2 $196k 2.0k 97.92
Renaissance Re Holdings Ltd Cmn (RNR) 0.1 $196k 816.00 240.11
Miller Industries (MLR) 0.1 $193k 4.6k 42.37
Shift4 Payments Cl A Ord (FOUR) 0.1 $192k 2.3k 81.70
Eli Lilly & Co. (LLY) 0.1 $189k 229.00 825.01
Healthequity (HQY) 0.1 $185k 2.1k 88.37
Valero Energy Corporation (VLO) 0.1 $182k 1.4k 132.07
Cullen/Frost Bankers (CFR) 0.1 $180k 1.4k 125.20
Paypal Holdings (PYPL) 0.1 $178k 2.7k 65.25
American Express Company (AXP) 0.1 $172k 639.00 268.84
Tesla Motors (TSLA) 0.1 $170k 657.00 259.04
FedEx Corporation (FDX) 0.1 $167k 683.00 243.79
Copart (CPRT) 0.1 $166k 2.9k 56.59
Tg Therapeutics (TGTX) 0.1 $166k 4.2k 39.43
Expedia (EXPE) 0.1 $162k 965.00 168.10
Enbridge (ENB) 0.1 $161k 3.6k 44.31
Flex Lng (FLNG) 0.1 $158k 6.9k 22.99
GXO Logistics (GXO) 0.1 $156k 4.0k 39.08
Diamondback Energy (FANG) 0.1 $152k 953.00 159.88
Shopify Inc cl a (SHOP) 0.1 $146k 1.5k 95.48
CVS Caremark Corporation (CVS) 0.1 $145k 2.1k 67.75
Kroger (KR) 0.1 $144k 2.1k 67.69
Lennar Corporation (LEN) 0.1 $143k 1.2k 114.80
Hexcel Corporation (HXL) 0.1 $142k 2.6k 54.76
Marvell Technology (MRVL) 0.1 $142k 2.3k 61.57
Procter & Gamble Company (PG) 0.1 $141k 825.00 170.47
American Electric Power Company (AEP) 0.1 $139k 1.3k 109.27
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.1 $139k 1.4k 97.60
Avantis International Equity Etf Etf (AVDE) 0.1 $139k 2.1k 66.27
Dover Corporation (DOV) 0.1 $138k 788.00 175.68
Foot Locker 0.1 $137k 9.7k 14.10
Vita Coco Co Inc/the (COCO) 0.1 $135k 4.4k 30.65
Amkor Technology (AMKR) 0.1 $135k 7.4k 18.06
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $133k 1.3k 101.17
Guess? (GES) 0.1 $131k 12k 11.07
Uber Technologies (UBER) 0.1 $129k 1.8k 72.87
Ss&c Technologies Holding (SSNC) 0.1 $128k 1.5k 83.53
Entegris (ENTG) 0.1 $128k 1.5k 87.48
Ciena Corporation (CIEN) 0.1 $127k 2.1k 60.43
Bassett Furniture Industries (BSET) 0.1 $126k 8.3k 15.25
UnitedHealth (UNH) 0.1 $126k 240.00 523.75
Euronet Worldwide (EEFT) 0.1 $125k 1.2k 106.85
Celsius Holdings (CELH) 0.1 $123k 3.4k 35.62
Micron Technology (MU) 0.1 $121k 1.4k 86.89
United Therapeutics Corporation (UTHR) 0.1 $120k 388.00 308.27
Pinterest Inc Cl A (PINS) 0.1 $119k 3.8k 31.00
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $119k 2.7k 43.70
Applied Materials (AMAT) 0.1 $119k 819.00 145.13
Minerals Technologies (MTX) 0.1 $118k 1.9k 63.57
International Flavors & Fragrances (IFF) 0.1 $116k 1.5k 77.61
Coherent Corp (COHR) 0.1 $115k 1.8k 64.95
MKS Instruments (MKSI) 0.1 $115k 1.4k 80.13
Canadian Natl Ry (CNI) 0.1 $111k 1.1k 97.46
Fortis (FTS) 0.1 $110k 2.4k 45.58
Zebra Technologies (ZBRA) 0.1 $109k 385.00 282.56
Nxp Semiconductors N V (NXPI) 0.1 $109k 1.0k 108.34
Lockheed Martin Corporation (LMT) 0.1 $109k 243.00 446.71
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) 0.1 $107k 4.8k 22.46
Q2 Holdings (QTWO) 0.1 $107k 1.3k 80.01
Twilio Inc cl a (TWLO) 0.1 $107k 1.1k 97.91
Ameriprise Financial (AMP) 0.1 $107k 220.00 484.11
UMB Financial Corporation (UMBF) 0.1 $105k 1.0k 101.10
Entergy Corporation (ETR) 0.1 $103k 1.2k 85.49
Neurocrine Biosciences (NBIX) 0.1 $103k 927.00 110.60
Emerson Electric (EMR) 0.1 $102k 929.00 109.64
Bank of New York Mellon Corporation (BK) 0.1 $101k 1.2k 83.87
BioMarin Pharmaceutical (BMRN) 0.1 $101k 1.4k 70.69
Keurig Dr Pepper (KDP) 0.1 $101k 2.9k 34.22
Analog Devices (ADI) 0.1 $100k 497.00 201.78
Azek (AZEK) 0.1 $100k 2.0k 48.89
Samsung Electronics Co Ltd Ord (SSNLF) 0.1 $98k 2.5k 39.25
Canadian Pacific Kansas City (CP) 0.1 $98k 1.4k 70.21
Boston Properties (BXP) 0.1 $97k 1.4k 67.19
Visa (V) 0.1 $97k 276.00 350.45
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.1 $96k 816.00 118.13
Fastenal Company (FAST) 0.1 $96k 1.2k 77.57
Roper Industries (ROP) 0.1 $96k 163.00 589.58
Schlumberger (SLB) 0.1 $95k 2.3k 41.80
Public Storage Oper Co 3.875 Dep Pfd N PFD (PSA.PN) 0.1 $95k 5.9k 16.15
Colgate-Palmolive Company (CL) 0.1 $95k 1.0k 93.70
Jpmorgan Municipal Etf Etf (JMUB) 0.1 $95k 1.9k 50.00
Hartford Financial Services (HIG) 0.1 $92k 745.00 123.76
Valvoline Inc Common (VVV) 0.1 $91k 2.6k 34.81
Tactile Systems Technology, In (TCMD) 0.1 $89k 6.7k 13.22
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $89k 183.00 484.58
Teradyne (TER) 0.1 $88k 1.1k 82.60
Amgen (AMGN) 0.1 $87k 278.00 311.34
Allegro Microsystems Ord (ALGM) 0.1 $86k 3.4k 25.13
Alcoa (AA) 0.1 $85k 2.8k 30.50
James Hardie Industries SE 0.1 $85k 3.6k 23.56
Ida (IDA) 0.1 $84k 720.00 116.22
AZZ Incorporated (AZZ) 0.1 $82k 976.00 83.61
Netflix (NFLX) 0.1 $81k 87.00 929.97
Universal Display Corporation (OLED) 0.1 $80k 575.00 139.48
Magnite Ord (MGNI) 0.1 $80k 7.0k 11.41
Merck & Co (MRK) 0.1 $79k 884.00 89.78
Omnicell (OMCL) 0.1 $79k 2.3k 34.96
Aris Water Solution Inc-a (ARIS) 0.1 $78k 2.4k 32.04
Ultra Clean Holdings (UCTT) 0.1 $78k 3.6k 21.41
Cinemark Holdings (CNK) 0.1 $78k 3.1k 24.89
Hudson Technologies (HDSN) 0.1 $76k 12k 6.17
Square Inc cl a (XYZ) 0.1 $76k 1.4k 54.33
Ofg Ban (OFG) 0.1 $75k 1.9k 40.02
PDF Solutions (PDFS) 0.1 $75k 3.9k 19.11
Sprott Physical Gold Tr Unit Etf (PHYS) 0.1 $75k 3.1k 24.06
Rockwell Automation (ROK) 0.1 $74k 287.00 258.38
Regal-beloit Corporation (RRX) 0.1 $74k 650.00 113.85
Cognex Corporation (CGNX) 0.1 $73k 2.4k 29.83
Epam Systems (EPAM) 0.1 $72k 425.00 168.84
M&T Bank Corporation (MTB) 0.1 $72k 400.00 178.75
Rapid7 (RPD) 0.1 $71k 2.7k 26.51
Terex Corporation (TEX) 0.1 $71k 1.9k 37.78
Fidelity National Information Services (FIS) 0.1 $70k 943.00 74.68
General Electric (GE) 0.1 $70k 350.00 199.95
LKQ Corporation (LKQ) 0.1 $70k 1.6k 42.54
Equinix (EQIX) 0.1 $70k 86.00 811.63
Facebook Inc cl a (META) 0.1 $69k 120.00 576.66
Starbucks Corporation (SBUX) 0.1 $69k 698.00 98.09
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $68k 866.00 78.94
Array Technologies (ARRY) 0.1 $68k 14k 4.87
Capital Group International Focus Equity Etf Etf (CGXU) 0.1 $67k 2.7k 24.48
Cirrus Logic (CRUS) 0.1 $66k 665.00 99.66
PriceSmart (PSMT) 0.1 $66k 754.00 87.85
Crowdstrike Hldgs Inc cl a (CRWD) 0.1 $66k 187.00 353.34
Amphastar Pharmaceuticals (AMPH) 0.1 $66k 2.3k 28.99
One Gas (OGS) 0.0 $64k 845.00 75.59
Ishares Russell 3000 Etf Etf (IWV) 0.0 $63k 198.00 317.64
Coca-Cola Company (KO) 0.0 $62k 865.00 71.65
Permian Resources Corp Class A (PR) 0.0 $61k 4.4k 13.85
Essex Property Trust (ESS) 0.0 $61k 200.00 306.57
T. Rowe Price Ultra Short-term Bond Etf Etf (TBUX) 0.0 $61k 1.2k 49.63
Generac Holdings (GNRC) 0.0 $61k 483.00 126.65
Trade Desk (TTD) 0.0 $60k 1.1k 54.74
Advanced Micro Devices (AMD) 0.0 $59k 578.00 102.79
Iac Interactivecorp (IAC) 0.0 $59k 1.3k 45.94
Synchrony Financial (SYF) 0.0 $57k 1.1k 52.94
Skechers USA 0.0 $56k 985.00 56.78
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.0 $55k 1.1k 50.85
Sandoz Group (SDZNY) 0.0 $55k 1.3k 41.92
Vaneck High Yield Muni Etf Etf (HYD) 0.0 $55k 1.1k 51.18
Insulet Corporation (PODD) 0.0 $55k 208.00 262.61
Vanguard Real Estate Etf Etf (VNQ) 0.0 $54k 599.00 90.54
Vanguard S&p 500 Etf Etf (VOO) 0.0 $53k 103.00 513.91
Biolife Solutions (BLFS) 0.0 $52k 2.3k 22.84
Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL) 0.0 $52k 475.00 109.80
Yum! Brands (YUM) 0.0 $52k 330.00 157.36
InterDigital (IDCC) 0.0 $52k 249.00 206.75
NVIDIA Corporation (NVDA) 0.0 $50k 4.3k 11.84
Sunstone Hotel Investors (SHO) 0.0 $50k 5.3k 9.41
Alphabet Inc Class C cs (GOOG) 0.0 $50k 318.00 156.21
Toll Brothers (TOL) 0.0 $49k 466.00 105.59
Duke Energy (DUK) 0.0 $49k 398.00 122.08
Boot Barn Hldgs (BOOT) 0.0 $48k 445.00 107.43
Allstate Corp 7.375 Dep Pfd J PFD (ALL.PJ) 0.0 $48k 1.8k 26.17
Bofi Holding (AX) 0.0 $48k 740.00 64.52
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.0 $48k 1.0k 46.31
Toast (TOST) 0.0 $48k 1.4k 33.17
Renaissancere Hldgs Ltd 4.20 Dep Pfd G PFD (RNR.PG) 0.0 $48k 3.0k 15.85
BJ's Restaurants (BJRI) 0.0 $47k 1.4k 34.26
Unum (UNM) 0.0 $47k 573.00 81.46
State Street Corporation (STT) 0.0 $47k 519.00 89.53
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $46k 427.00 108.69
Intel Corporation (INTC) 0.0 $46k 2.0k 22.71
Spdr S&p 500 Etf Trust Etf (SPY) 0.0 $46k 82.00 559.21
Sun Communities (SUI) 0.0 $44k 345.00 128.64
Danaher Corporation (DHR) 0.0 $44k 216.00 205.00
Honeywell International (HON) 0.0 $44k 209.00 211.75
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV) 0.0 $44k 601.00 73.61
Berry Plastics (BERY) 0.0 $44k 628.00 69.81
Peak (DOC) 0.0 $42k 2.1k 20.22
Ishares Select Dividend Etf Etf (DVY) 0.0 $42k 313.00 134.45
Realty Income (O) 0.0 $42k 720.00 58.01
Fluor Corporation (FLR) 0.0 $42k 1.2k 35.82
Ishares Gold Trust Etf (IAU) 0.0 $42k 708.00 58.96
McCormick & Company, Incorporated (MKC) 0.0 $41k 500.00 82.31
Hanover Insurance (THG) 0.0 $40k 231.00 173.95
Proshares Merger Etf Etf (MRGR) 0.0 $40k 959.00 41.75
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $40k 145.00 274.84
Jpmorgan Chase & Co. 6 Dep Ncm Pfd Ee PFD (JPM.PC) 0.0 $38k 1.5k 25.02
Tc Energy Corp (TRP) 0.0 $38k 800.00 47.21
Cabot Corporation (CBT) 0.0 $38k 451.00 83.14
Chewy Inc cl a (CHWY) 0.0 $37k 1.2k 32.51
Ameris Ban (ABCB) 0.0 $37k 649.00 57.57
Technipfmc (FTI) 0.0 $37k 1.2k 31.69
Host Hotels & Resorts (HST) 0.0 $36k 2.6k 14.21
Cyberark Software (CYBR) 0.0 $36k 106.00 338.00
Eastern Bankshares (EBC) 0.0 $34k 2.1k 16.40
Carnival Corporation (CCL) 0.0 $33k 1.7k 19.53
Innovex International (INVX) 0.0 $33k 1.8k 17.96
Avery Dennison Corporation (AVY) 0.0 $33k 185.00 177.97
KLA-Tencor Corporation (KLAC) 0.0 $33k 48.00 677.69
Goosehead Ins (GSHD) 0.0 $33k 275.00 118.06
Unilever (UL) 0.0 $33k 545.00 59.55
CONMED Corporation (CNMD) 0.0 $32k 537.00 60.39
Norfolk Southern (NSC) 0.0 $32k 136.00 236.85
Embraer S A (ERJ) 0.0 $32k 685.00 46.20
Progyny (PGNY) 0.0 $32k 1.4k 22.34
Invesco Taxable Municipal Bond Etf Etf (BAB) 0.0 $31k 1.2k 26.68
Alerian Mlp Etf Etf (AMLP) 0.0 $31k 591.00 51.94
Spdr Portfolio Tips Etf Etf (SPIP) 0.0 $30k 1.2k 26.38
Bank America Corp Dp Sh Ncum Nn PFD (BAC.PO) 0.0 $30k 1.6k 18.49
salesforce (CRM) 0.0 $29k 110.00 267.60
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $29k 305.00 95.30
Heidrick & Struggles International (HSII) 0.0 $29k 676.00 42.83
Hamilton Beach Brand (HBB) 0.0 $29k 1.5k 19.43
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.0 $29k 600.00 47.60
Hilltop Holdings (HTH) 0.0 $28k 909.00 30.45
Columbia Banking System (COLB) 0.0 $28k 1.1k 24.94
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $27k 140.00 193.99
Vital Farms (VITL) 0.0 $27k 888.00 30.47
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.0 $27k 874.00 30.82
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $27k 510.00 52.52
Ge Vernova (GEV) 0.0 $27k 87.00 305.28
Jpmorgan Chase & Co. 4.625 Dep Pfd Ll PFD (JPM.PL) 0.0 $26k 1.3k 19.95
Carrier Global Corporation (CARR) 0.0 $26k 407.00 63.40
Bank Of Montreal Cadcom (BMO) 0.0 $25k 259.00 95.51
Wright Express (WEX) 0.0 $25k 157.00 157.02
Pacira Pharmaceuticals (PCRX) 0.0 $25k 992.00 24.85
Devon Energy Corporation (DVN) 0.0 $24k 648.00 37.40
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $24k 43.00 561.91
Vanguard S&p 500 Value Etf Etf (VOOV) 0.0 $24k 130.00 184.19
Werner Enterprises (WERN) 0.0 $24k 805.00 29.30
MetLife (MET) 0.0 $23k 292.00 80.29
Invesco Galaxy Bitcoin Etf Etf (BTCO) 0.0 $23k 285.00 82.22
Metropcs Communications (TMUS) 0.0 $23k 87.00 265.79
Brunswick Corp 6.375 Sr Nt 49 PFD (BC.PC) 0.0 $23k 960.00 23.52
Cognizant Technology Solutions (CTSH) 0.0 $22k 283.00 76.50
Alaska Air (ALK) 0.0 $22k 436.00 49.22
Iradimed (IRMD) 0.0 $21k 405.00 52.48
W.W. Grainger (GWW) 0.0 $21k 21.00 991.14
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.0 $21k 813.00 25.54
MiMedx (MDXG) 0.0 $21k 2.7k 7.60
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $21k 360.00 57.14
Dimensional International Value Etf Etf (DFIV) 0.0 $21k 520.00 39.36
Allegiant Travel Company (ALGT) 0.0 $20k 385.00 51.65
Procore Technologies (PCOR) 0.0 $20k 301.00 66.02
Ishares Msci Intl Value Factor Etf Etf (IVLU) 0.0 $20k 649.00 30.31
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $20k 800.00 24.34
Akamai Technologies (AKAM) 0.0 $19k 240.00 80.50
Tripadvisor (TRIP) 0.0 $19k 1.4k 14.17
Linde (LIN) 0.0 $19k 41.00 464.44
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $19k 147.00 128.96
Phillips Edison & Co (PECO) 0.0 $19k 510.00 36.49
Kalvista Pharmaceuticals (KALV) 0.0 $18k 1.6k 11.54
Spdr S&p Global Natural Resources Etf Etf (GNR) 0.0 $18k 342.00 53.25
Trane Technologies (TT) 0.0 $18k 53.00 337.85
Vishay Precision (VPG) 0.0 $18k 741.00 24.09
Citigroup (C) 0.0 $18k 251.00 70.88
U.S. Bancorp (USB) 0.0 $18k 421.00 42.17
Costco Wholesale Corporation (COST) 0.0 $18k 19.00 925.68
Ishares U.s. Basic Materials Etf Etf (IYM) 0.0 $18k 130.00 134.80
Republic Services (RSG) 0.0 $17k 71.00 240.83
Intuitive Surgical (ISRG) 0.0 $17k 34.00 500.50
Stepan Company (SCL) 0.0 $17k 305.00 55.04
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $16k 170.00 92.83
Yum China Holdings (YUMC) 0.0 $16k 300.00 52.06
Millrose Pptys Inc Com Cl A (MRP) 0.0 $16k 585.00 26.51
Synaptics, Incorporated (SYNA) 0.0 $15k 242.00 63.72
Albemarle Corporation (ALB) 0.0 $15k 214.00 72.02
Comcast Corporation (CMCSA) 0.0 $15k 400.00 36.90
Hershey Company (HSY) 0.0 $15k 86.00 171.03
Target Corporation (TGT) 0.0 $14k 138.00 104.36
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.0 $14k 282.00 50.33
Grayscale Ethereum Trust Etf Etf (ETHE) 0.0 $14k 925.00 15.22
Dbx Etf Trust - Xtrackers International Real Estate Etf Etf (HAUZ) 0.0 $14k 681.00 20.32
Schwab Charles Corp Dep Shs 1/40 P PFD (SCHW.PD) 0.0 $14k 555.00 24.88
Nextera Energy (NEE) 0.0 $14k 193.00 70.89
Cleveland-cliffs (CLF) 0.0 $14k 1.7k 8.22
National Fuel Gas (NFG) 0.0 $13k 166.00 79.19
Dole Food Company 0.0 $13k 890.00 14.45
Janus Henderson Short Duration Income Etf Etf (VNLA) 0.0 $13k 255.00 49.15
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.0 $13k 124.00 100.62
Spdr Bloomberg Emerging Markets Local Bond Etf Etf (EBND) 0.0 $12k 620.00 20.07
Avantis U.s Small Cap Equity Etf Etf (AVSC) 0.0 $12k 255.00 48.40
Vaneck Morningstar Smid Moat Etf Etf (SMOT) 0.0 $12k 375.00 32.79
Nutanix Inc cl a (NTNX) 0.0 $12k 850.00 14.16
Blade Air Mobility (SRTA) 0.0 $12k 4.4k 2.73
Ishares Msci Eafe Etf Etf (EFA) 0.0 $12k 147.00 81.73
JetBlue Airways Corporation (JBLU) 0.0 $12k 2.5k 4.82
BlackRock MuniYield New York Insured Fnd (MYN) 0.0 $12k 1.2k 9.93
Novo Nordisk A/S (NVO) 0.0 $12k 171.00 69.44
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) 0.0 $12k 379.00 30.80
White Mountains Insurance Gp (WTM) 0.0 $12k 6.00 1925.83
Bank of America Corporation (BAC) 0.0 $12k 276.00 41.75
Schwab Fundamental International Equity Etf Etf (FNDF) 0.0 $12k 317.00 36.14
Illinois Tool Works (ITW) 0.0 $11k 46.00 248.00
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.0 $11k 450.00 25.16
Digital Rlty Tr Inc 5.850 Pfd Sr K PFD (DLR.PK) 0.0 $11k 480.00 23.33
Sempra Energy (SRE) 0.0 $11k 156.00 71.36
Zimmer Holdings (ZBH) 0.0 $11k 98.00 113.18
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $11k 140.00 78.85
Federal Natl Mtg Assn Pfd8.25ser S PFD (FNMAS) 0.0 $11k 925.00 11.90
Spotify Technology Sa (SPOT) 0.0 $11k 20.00 550.05
Seritage Growth Pptys Cl A (SRG) 0.0 $11k 3.4k 3.23
Hldgs (UAL) 0.0 $11k 157.00 69.05
Vornado Realty Trust (VNO) 0.0 $11k 290.00 36.99
McDonald's Corporation (MCD) 0.0 $10k 33.00 312.36
Vaneck Ig Floating Rate Etf Etf (FLTR) 0.0 $10k 400.00 25.55
Commercial Metals Company (CMC) 0.0 $10k 218.00 46.01
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS) 0.0 $9.9k 100.00 99.49
Freeport-McMoRan Copper & Gold (FCX) 0.0 $9.8k 260.00 37.86
Nuveen Insd Dividend Advantage (NVG) 0.0 $9.8k 141.00 69.81
Schwab U.s. Reit Etf Etf (SCHH) 0.0 $9.8k 456.00 21.51
Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $9.8k 444.00 22.08
Steel Dynamics (STLD) 0.0 $9.6k 77.00 125.08
FirstEnergy (FE) 0.0 $9.6k 238.00 40.42
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 0.0 $9.4k 456.00 20.68
Lowe's Companies (LOW) 0.0 $9.3k 40.00 233.22
Affiliated Managers (AMG) 0.0 $9.2k 55.00 168.04
CF Industries Holdings (CF) 0.0 $9.1k 117.00 78.15
National Grid Plc Ord (NGGTF) 0.0 $9.0k 693.00 13.06
Ge Healthcare Technologies I (GEHC) 0.0 $9.0k 112.00 80.48
Independent Bank (INDB) 0.0 $9.0k 143.00 62.65
Warner Bros. Discovery (WBD) 0.0 $8.9k 833.00 10.73
Public Storage (PSA) 0.0 $8.7k 29.00 299.28
General Mills (GIS) 0.0 $8.7k 145.00 59.79
Kontoor Brands (KTB) 0.0 $8.5k 132.00 64.13
Qualcomm (QCOM) 0.0 $8.2k 54.00 152.37
Invesco Cef Income Composite Etf Etf (PCEF) 0.0 $8.2k 435.00 18.85
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $8.2k 100.00 81.76
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $8.2k 78.00 104.56
Allstate Corporation (ALL) 0.0 $8.1k 39.00 206.59
Bar Harbor Bankshares (BHB) 0.0 $8.0k 270.00 29.50
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $7.9k 338.00 23.43
Centene Corporation (CNC) 0.0 $7.9k 130.00 60.71
Avadel Pharmaceuticals (AVDL) 0.0 $7.8k 1.0k 7.83
Rb Global (RBA) 0.0 $7.6k 76.00 100.30
Ishares International Select Dividend Etf Etf (IDV) 0.0 $7.6k 245.00 31.02
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB) 0.0 $7.4k 206.00 36.15
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.0 $7.4k 97.00 76.62
Snap-on Incorporated (SNA) 0.0 $7.4k 22.00 337.00
Hess (HES) 0.0 $7.3k 46.00 159.74
Nucor Corporation (NUE) 0.0 $7.3k 61.00 120.34
Public Storage Oper Co 3.950 Dep Pfd Q PFD (PSA.PQ) 0.0 $7.3k 450.00 16.24
Phillips 66 (PSX) 0.0 $7.3k 46.00 158.74
Sprott Physical Gold & Silver Tr Unit Etf (CEF) 0.0 $7.2k 255.00 28.41
Ingersoll Rand (IR) 0.0 $7.2k 90.00 80.19
Natera (NTRA) 0.0 $7.1k 50.00 141.42
Western Digital (WDC) 0.0 $6.9k 170.00 40.43
Truist Finl Corp Dp Sh Rp Pfd R PFD (TFC.PR) 0.0 $6.8k 350.00 19.53
Nuveen Massachusetts Pre Income Mun (NMT) 0.0 $6.7k 536.00 12.59
Kyndryl Holdings Ord Wi (KD) 0.0 $6.7k 213.00 31.40
Dollar General (DG) 0.0 $6.6k 75.00 87.93
Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI) 0.0 $6.5k 226.00 28.58
Wec Energy Group (WEC) 0.0 $6.4k 59.00 108.98
Chubb (CB) 0.0 $6.3k 21.00 302.00
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $6.2k 20.00 308.90
United Parcel Service (UPS) 0.0 $6.2k 56.00 109.98
Hyatt Hotels Corporation (H) 0.0 $6.1k 50.00 122.50
CoStar (CSGP) 0.0 $6.1k 77.00 79.23
Public Storage Oper Co 3.900 Dep Pfd O PFD (PSA.PO) 0.0 $6.1k 380.00 16.05
Diageo (DEO) 0.0 $6.0k 58.00 104.21
Fidelity Msci Consumer Staples Index Etf Etf (FSTA) 0.0 $6.0k 118.00 51.13
Hingham Institution for Savings (HIFS) 0.0 $5.9k 25.00 237.80
Dt Midstream (DTM) 0.0 $5.9k 61.00 96.48
Barrick Gold Corp (GOLD) 0.0 $5.8k 300.00 19.44
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.0 $5.8k 85.00 68.01
Ishares Mbs Etf Etf (MBB) 0.0 $5.6k 60.00 93.78
Invesco Wilderhill Clean Energy Etf Etf (PBW) 0.0 $5.5k 351.00 15.74
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $5.5k 100.00 55.09
American Tower Reit (AMT) 0.0 $5.4k 25.00 214.80
DTE Energy Company (DTE) 0.0 $5.3k 38.00 138.26
Union Pacific Corporation (UNP) 0.0 $5.2k 22.00 236.23
Viatris (VTRS) 0.0 $5.2k 593.00 8.71
DaVita (DVA) 0.0 $5.0k 33.00 152.97
Constellation Energy (CEG) 0.0 $5.0k 25.00 201.64
Progressive Corporation (PGR) 0.0 $5.0k 18.00 275.78
Blackrock (BLK) 0.0 $4.9k 5.00 973.00
First Trust Dow Jones Global Select Dividend Index Fund Etf (FGD) 0.0 $4.8k 200.00 24.20
Jacobs Engineering Group (J) 0.0 $4.8k 40.00 120.90
Iron Mountain (IRM) 0.0 $4.8k 56.00 86.04
MasterCard Incorporated (MA) 0.0 $4.7k 9.00 521.78
Adobe Systems Incorporated (ADBE) 0.0 $4.6k 12.00 383.50
Southern Co 4.20 Nt S20c 60 PFD (SOJE) 0.0 $4.6k 250.00 18.37
Morgan Stanley 6.625 Pfd Ser Q PFD (MS.PQ) 0.0 $4.6k 180.00 25.50
Dollar Tree (DLTR) 0.0 $4.6k 61.00 75.07
Wabtec Corporation (WAB) 0.0 $4.5k 25.00 181.36
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.0 $4.5k 150.00 30.10
Core Molding Technologies (CMT) 0.0 $4.5k 293.00 15.20
Ishares China Large-cap Etf Etf (FXI) 0.0 $4.1k 115.00 35.84
South Bow Corp (SOBO) 0.0 $4.1k 160.00 25.52
Accenture (ACN) 0.0 $4.1k 13.00 312.08
Karat Packaging (KRT) 0.0 $4.0k 150.00 26.58
Wisdomtree Japan Smallcap Dividend Fund Etf (DFJ) 0.0 $4.0k 50.00 79.28
Clean Harbors (CLH) 0.0 $3.9k 20.00 197.10
EOG Resources (EOG) 0.0 $3.8k 30.00 128.23
Union Bankshares (UNB) 0.0 $3.8k 120.00 31.47
Workday Inc cl a (WDAY) 0.0 $3.7k 16.00 233.50
New York Times Company (NYT) 0.0 $3.7k 75.00 49.60
Warby Parker (WRBY) 0.0 $3.6k 200.00 18.23
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $3.6k 39.00 93.46
Pioneer Municipal High Income Advantage (MAV) 0.0 $3.4k 410.00 8.35
Bj's Wholesale Club Holdings (BJ) 0.0 $3.4k 30.00 114.10
Invesco Solar Etf Etf (TAN) 0.0 $3.4k 112.00 30.46
Prudential Financial (PRU) 0.0 $3.4k 30.00 112.93
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.0 $3.3k 270.00 12.38
Boston Scientific Corporation (BSX) 0.0 $3.3k 32.00 102.25
Vertiv Holdings Llc vertiv holdings (VRT) 0.0 $3.2k 45.00 72.20
American Water Works (AWK) 0.0 $3.2k 22.00 147.50
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.0 $3.2k 20.00 161.25
Arch Capital Group (ACGL) 0.0 $3.2k 33.00 96.18
Airbnb (ABNB) 0.0 $3.1k 26.00 118.81
Northrop Grumman Corporation (NOC) 0.0 $3.1k 6.00 512.00
Ishares Msci India Etf Etf (INDA) 0.0 $3.0k 59.00 51.47
Spdr S&p Dividend Etf Etf (SDY) 0.0 $3.0k 22.00 135.68
Delta Air Lines (DAL) 0.0 $3.0k 68.00 43.60
Charter Communications Inc New Cl A cl a (CHTR) 0.0 $2.9k 8.00 368.50
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $2.9k 50.00 58.94
Coinbase Global (COIN) 0.0 $2.9k 17.00 172.24
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $2.9k 8.00 361.12
Paccar (PCAR) 0.0 $2.8k 29.00 97.38
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $2.8k 30.00 93.67
Sandisk Corp (SNDK) 0.0 $2.7k 56.00 47.61
Shake Shack Inc cl a (SHAK) 0.0 $2.6k 30.00 88.17
Axon Enterprise (AXON) 0.0 $2.6k 5.00 526.00
Charles Schwab Corporation (SCHW) 0.0 $2.6k 33.00 78.27
Allstate Corp 5.1 Dp Sh Pfd H PFD (ALL.PH) 0.0 $2.5k 120.00 21.00
Elf Beauty (ELF) 0.0 $2.5k 40.00 62.80
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.0 $2.5k 38.00 65.76
Where Food Comes From (WFCF) 0.0 $2.5k 225.00 11.07
Zoetis Inc Cl A (ZTS) 0.0 $2.5k 15.00 164.67
Paychex (PAYX) 0.0 $2.5k 16.00 154.25
X4 Pharmaceuticals 0.0 $2.4k 10k 0.24
Simon Property (SPG) 0.0 $2.3k 14.00 166.07
Copa Holdings Sa-class A (CPA) 0.0 $2.3k 25.00 92.48
Adial Pharmaceuticals 0.0 $2.3k 3.6k 0.63
Boeing Company (BA) 0.0 $2.2k 13.00 170.54
Consolidated Edison (ED) 0.0 $2.2k 20.00 110.60
Invesco Zacks Multi-asset Income Etf Etf (CVY) 0.0 $2.2k 85.00 25.39
S&p Global (SPGI) 0.0 $2.1k 4.00 519.00
Intuit (INTU) 0.0 $2.0k 3.00 670.67
Targa Res Corp (TRGP) 0.0 $1.9k 10.00 192.50
Cincinnati Financial Corporation (CINF) 0.0 $1.9k 13.00 147.69
Servicenow (NOW) 0.0 $1.9k 2.00 958.00
Evercommerce (EVCM) 0.0 $1.9k 187.00 10.08
Invesco Qqq Trust Series I Etf (QQQ) 0.0 $1.9k 4.00 469.00
Altria (MO) 0.0 $1.9k 31.00 60.03
Fiserv (FI) 0.0 $1.8k 8.00 225.88
Stryker Corporation (SYK) 0.0 $1.8k 5.00 357.60
Energy Transfer Equity (ET) 0.0 $1.8k 95.00 18.59
Ford Motor Company (F) 0.0 $1.8k 176.00 10.03
Philip Morris International (PM) 0.0 $1.7k 100.00 17.18
BP (BP) 0.0 $1.7k 50.00 33.80
Apa Corporation (APA) 0.0 $1.7k 80.00 21.12
Draftkings (DKNG) 0.0 $1.7k 50.00 33.22
Vail Resorts (MTN) 0.0 $1.6k 10.00 160.00
Amphenol Corporation (APH) 0.0 $1.6k 24.00 66.46
Grayscale Ethereum Mini Trust Etf Etf (ETH) 0.0 $1.6k 92.00 17.22
Parker-Hannifin Corporation (PH) 0.0 $1.5k 3.00 508.67
Norwegian Cruise Line Hldgs (NCLH) 0.0 $1.5k 80.00 18.96
Waste Management (WM) 0.0 $1.5k 6.00 247.33
Crown Castle Intl (CCI) 0.0 $1.5k 14.00 104.21
Welltower Inc Com reit (WELL) 0.0 $1.5k 9.00 161.67
O'reilly Automotive (ORLY) 0.0 $1.4k 1.00 1433.00
Roku (ROKU) 0.0 $1.4k 20.00 70.45
Chipotle Mexican Grill (CMG) 0.0 $1.4k 28.00 50.29
American International (AIG) 0.0 $1.4k 16.00 86.75
Moody's Corporation (MCO) 0.0 $1.4k 3.00 458.67
Marsh & McLennan Companies (MMC) 0.0 $1.4k 6.00 229.00
Public Storage Oper Co 4.875 Dp Sh P PFD (PSA.PI) 0.0 $1.3k 65.00 20.11
Goldman Sachs (GS) 0.0 $1.3k 2.00 647.50
PNC Financial Services (PNC) 0.0 $1.3k 7.00 183.57
Arista Networks (ANET) 0.0 $1.3k 17.00 75.59
Kayne Anderson MLP Investment (KYN) 0.0 $1.3k 100.00 12.83
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.0 $1.3k 31.00 40.77
Teva Pharmaceutical Industries (TEVA) 0.0 $1.3k 82.00 15.37
Palantir Technologies (PLTR) 0.0 $1.2k 15.00 82.87
Cme (CME) 0.0 $1.2k 5.00 246.60
Invesco (IVZ) 0.0 $1.2k 80.00 15.18
Blackstone Mtg Tr (BXMT) 0.0 $1.2k 60.00 20.00
Ark Innovation Etf Etf (ARKK) 0.0 $1.2k 25.00 47.60
Ecolab (ECL) 0.0 $1.2k 5.00 236.20
Avantis Emerging Markets Value Etf Etf (AVES) 0.0 $1.2k 25.00 47.16
Organon & Co (OGN) 0.0 $1.1k 75.00 14.89
Morgan Stanley (MS) 0.0 $1.1k 9.00 122.00
Motorola Solutions (MSI) 0.0 $1.1k 2.00 536.50
3M Company (MMM) 0.0 $1.1k 7.00 151.86
Penn National Gaming (PENN) 0.0 $1.1k 65.00 16.31
Alibaba Group Holding (BABA) 0.0 $1.1k 8.00 132.25
Verisk Analytics (VRSK) 0.0 $1.1k 4.00 264.00
Capital One Financial (COF) 0.0 $991.999800 6.00 165.33
Cadence Design Systems (CDNS) 0.0 $980.000000 4.00 245.00
Cigna Corp (CI) 0.0 $977.000100 3.00 325.67
Skyworks Solutions (SWKS) 0.0 $969.000000 15.00 64.60
Grove Collaborative Hold (GROV) 0.0 $945.000000 700.00 1.35
Anheuser-Busch InBev NV (BUD) 0.0 $922.999500 15.00 61.53
Synopsys (SNPS) 0.0 $895.000000 2.00 447.50
AFLAC Incorporated (AFL) 0.0 $865.000000 8.00 108.12
ResMed (RMD) 0.0 $864.000000 4.00 216.00
AvalonBay Communities (AVB) 0.0 $835.000000 4.00 208.75
Autodesk (ADSK) 0.0 $825.999900 3.00 275.33
Match Group (MTCH) 0.0 $810.999800 26.00 31.19
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $806.999700 13.00 62.08
Lam Research (LRCX) 0.0 $806.999600 11.00 73.36
CarMax (KMX) 0.0 $779.000000 10.00 77.90
Fnf (FNF) 0.0 $777.000000 12.00 64.75
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.0 $749.000000 8.00 93.62
Ishares National Muni Bond Etf Etf (MUB) 0.0 $738.000200 7.00 105.43
Wendy's/arby's Group (WEN) 0.0 $732.000000 50.00 14.64
Ft Vest U.s. Equity Buffer Fund - February Etf (FFEB) 0.0 $730.000000 250.00 2.92
Amentum Holdings (AMTM) 0.0 $728.000000 40.00 18.20
Fifth Third Ban (FITB) 0.0 $684.000100 17.00 40.24
Nio Inc spon ads (NIO) 0.0 $571.995000 150.00 3.81
Spdr S&p Biotech Etf Etf (XBI) 0.0 $568.000300 7.00 81.14
Clii (EVGO) 0.0 $532.000000 200.00 2.66
American Airls (AAL) 0.0 $528.000000 50.00 10.56
Nokia Corporation (NOK) 0.0 $527.000000 100.00 5.27
Wk Kellogg 0.0 $498.000000 25.00 19.92
Tandem Diabetes Care (TNDM) 0.0 $479.000000 25.00 19.16
Pacer Industrial Real Estate Etf Etf (INDS) 0.0 $407.000000 11.00 37.00
Datadog Inc Cl A (DDOG) 0.0 $397.000000 4.00 99.25
Digitalocean Hldgs (DOCN) 0.0 $334.000000 10.00 33.40
Stoneco (STNE) 0.0 $271.999000 26.00 10.46
Oakmark U.s. Large Cap Etf Etf (OAKM) 0.0 $245.000000 10.00 24.50
Fuelcell Energy (FCEL) 0.0 $230.000000 50.00 4.60
Snap Inc cl a (SNAP) 0.0 $225.999800 26.00 8.69
Lithium Americas Argentina Corp (LAR) 0.0 $188.003200 88.00 2.14
Dutch Bros (BROS) 0.0 $185.000100 3.00 61.67
Par Petroleum (PARR) 0.0 $156.999700 11.00 14.27
Piedmont Lithium 0.0 $151.000800 24.00 6.29
Nike (NKE) 0.0 $127.000000 2.00 63.50
Crocs (CROX) 0.0 $106.000000 1.00 106.00
Cadiz (CDZI) 0.0 $103.001500 35.00 2.94
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.0 $101.000100 3.00 33.67
Zimvie (ZIMV) 0.0 $97.000200 9.00 10.78
Gen Restaurant Grp Cl A Ord (GENK) 0.0 $82.999500 15.00 5.53
2seventy Bio 0.0 $79.000000 16.00 4.94
Under Armour (UAA) 0.0 $68.999700 11.00 6.27
Himax Technologies (HIMX) 0.0 $50.999900 7.00 7.29
RadNet (RDNT) 0.0 $50.000000 1.00 50.00
Onewater Marine Inc cl a (ONEW) 0.0 $48.999900 3.00 16.33
Sirius XM Holdings (SIRI) 0.0 $45.000000 2.00 22.50
Krispy Kreme (DNUT) 0.0 $39.000000 8.00 4.88
Beyond Meat (BYND) 0.0 $31.000000 10.00 3.10
Bluebird Bio Inc COM USD001 0.0 $10.000000 2.00 5.00
Vivani Medical (VANI) 0.0 $9.000000 9.00 1.00
Marriott International (MAR) 0.0 $0 0 0.00
Synergy Pharmaceuticals 0.0 $0 25.00 0.00
Chemours (CC) 0.0 $0 0 0.00
Booking Holdings (BKNG) 0.0 $0 0 0.00
New York Reit Inc Xxx Submitted For Conversion 0.0 $0 8.0k 0.00
Pershing Square T 25 WTS Pending Receipt Of 0.0 $0 197.00 0.00
Lehman Brothers Holding Inc Escrow Depositary Shares Each Representing 1/10 PFD 0.0 $0 50.00 0.00