180 Wealth Advisors

180 Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for 180 Wealth Advisors

180 Wealth Advisors holds 371 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.7 $34M 115k 296.03
Apple (AAPL) 4.0 $18M 110k 162.41
Amazon (AMZN) 2.9 $13M 4.5k 2853.16
Tesla Motors (TSLA) 2.1 $9.4M 10k 943.90
NVIDIA Corporation (NVDA) 1.8 $7.9M 34k 233.75
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $7.8M 49k 159.78
Vanguard Whitehall Fds High Div Yld (VYM) 1.5 $6.8M 62k 109.84
Meta Platforms Cl A (META) 1.4 $6.2M 20k 303.18
Ishares Tr Core Div Grwth (DGRO) 1.2 $5.3M 100k 52.90
Ishares Tr Core S&p Us Vlu (IUSV) 1.2 $5.2M 70k 73.89
Costco Wholesale Corporation (COST) 1.1 $4.9M 10k 481.60
Alphabet Cap Stk Cl C (GOOG) 1.1 $4.8M 1.8k 2601.63
Exxon Mobil Corporation (XOM) 1.0 $4.6M 64k 72.18
Broadcom (AVGO) 1.0 $4.6M 8.5k 533.21
Starbucks Corporation (SBUX) 1.0 $4.5M 47k 96.30
Ishares Tr Global 100 Etf (IOO) 1.0 $4.5M 60k 73.93
Ishares Tr Eafe Value Etf (EFV) 1.0 $4.3M 84k 51.56
Lockheed Martin Corporation (LMT) 1.0 $4.3M 12k 371.24
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $4.3M 54k 80.24
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.0 $4.3M 53k 80.86
Alphabet Cap Stk Cl A (GOOGL) 1.0 $4.3M 1.6k 2607.36
Ishares Tr Intl Sel Div Etf (IDV) 0.9 $4.0M 124k 32.26
Mannkind Corp Com New (MNKD) 0.9 $3.9M 1.0M 3.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $3.8M 76k 49.66
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.8 $3.8M 214k 17.57
Lowe's Companies (LOW) 0.8 $3.7M 16k 224.99
Alteryx Com Cl A 0.8 $3.6M 68k 53.08
Zscaler Incorporated (ZS) 0.8 $3.5M 14k 241.92
Qualcomm (QCOM) 0.7 $3.2M 20k 164.93
General Dynamics Corporation (GD) 0.7 $3.0M 15k 206.53
Chevron Corporation (CVX) 0.7 $3.0M 24k 126.93
Boeing Company (BA) 0.7 $3.0M 15k 205.45
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $2.9M 39k 75.19
Ishares Tr Core Msci Eafe (IEFA) 0.6 $2.8M 38k 72.18
Wal-Mart Stores (WMT) 0.6 $2.7M 20k 140.18
Ishares Msci Gbl Gold Mn (RING) 0.6 $2.7M 102k 26.70
Prologis (PLD) 0.6 $2.7M 17k 155.42
Charles Schwab Corporation (SCHW) 0.6 $2.7M 30k 89.18
Johnson & Johnson (JNJ) 0.6 $2.6M 16k 164.90
Energy Transfer Com Ut Ltd Ptn (ET) 0.6 $2.6M 285k 9.17
Raytheon Technologies Corp (RTX) 0.6 $2.6M 30k 87.21
UnitedHealth (UNH) 0.6 $2.6M 5.5k 461.11
TJX Companies (TJX) 0.6 $2.5M 38k 67.46
Medtronic SHS (MDT) 0.6 $2.5M 24k 105.60
Thermo Fisher Scientific (TMO) 0.6 $2.5M 4.2k 580.37
International Business Machines (IBM) 0.5 $2.4M 19k 129.36
Cisco Systems (CSCO) 0.5 $2.4M 42k 56.67
JPMorgan Chase & Co. (JPM) 0.5 $2.3M 16k 145.06
Merck & Co (MRK) 0.5 $2.3M 29k 79.98
Home Depot (HD) 0.5 $2.3M 6.5k 349.13
CVS Caremark Corporation (CVS) 0.5 $2.3M 22k 101.55
Pure Storage Cl A (PSTG) 0.5 $2.3M 92k 24.73
Visa Com Cl A (V) 0.5 $2.2M 11k 205.95
Allstate Corporation (ALL) 0.5 $2.2M 19k 119.42
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $2.2M 16k 144.04
Pfizer (PFE) 0.5 $2.2M 41k 52.80
Freeport-mcmoran CL B (FCX) 0.5 $2.2M 53k 40.99
Northrop Grumman Corporation (NOC) 0.5 $2.2M 5.4k 398.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $2.2M 9.7k 220.92
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $2.1M 20k 105.06
Moderna (MRNA) 0.5 $2.1M 13k 160.09
Comcast Corp Cl A (CMCSA) 0.4 $2.0M 40k 49.74
BlackRock (BLK) 0.4 $2.0M 2.5k 800.97
General Mills (GIS) 0.4 $2.0M 28k 69.04
Te Connectivity SHS (TEL) 0.4 $2.0M 13k 150.89
Tortoise Energy Infrastructure closed end funds (TYG) 0.4 $1.8M 64k 29.01
Applied Materials (AMAT) 0.4 $1.8M 14k 135.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.8M 6.0k 305.16
MetLife (MET) 0.4 $1.8M 28k 65.60
Intel Corporation (INTC) 0.4 $1.8M 35k 52.05
salesforce (CRM) 0.4 $1.8M 8.1k 218.60
Verizon Communications (VZ) 0.4 $1.8M 33k 53.15
Walt Disney Company (DIS) 0.4 $1.8M 13k 137.34
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $1.7M 55k 31.26
Uipath Cl A (PATH) 0.4 $1.7M 49k 34.72
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.7M 10k 168.50
Twilio Cl A (TWLO) 0.4 $1.7M 8.8k 192.02
Cyberark Software SHS (CYBR) 0.4 $1.6M 12k 136.91
International Flavors & Fragrances (IFF) 0.4 $1.6M 12k 139.31
At&t (T) 0.4 $1.6M 59k 26.61
Ishares Tr Core High Dv Etf (HDV) 0.3 $1.5M 15k 101.05
Union Pacific Corporation (UNP) 0.3 $1.5M 6.1k 246.39
Lam Research Corporation (LRCX) 0.3 $1.5M 2.4k 605.89
Bristol Myers Squibb (BMY) 0.3 $1.5M 23k 63.53
Hewlett Packard Enterprise (HPE) 0.3 $1.5M 91k 16.14
Aberdeen Std Silver Etf Tr Physcl Silvr Shs (SIVR) 0.3 $1.4M 61k 23.33
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.4M 14k 101.12
Abb Sponsored Adr (ABBNY) 0.3 $1.4M 39k 36.39
Goldman Sachs (GS) 0.3 $1.4M 4.1k 343.98
Ball Corporation (BALL) 0.3 $1.4M 15k 88.32
General Motors Company (GM) 0.3 $1.3M 25k 53.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.3M 3.2k 402.66
Bhp Group Sponsored Ads (BHP) 0.3 $1.3M 20k 64.98
Procter & Gamble Company (PG) 0.3 $1.2M 7.5k 162.62
Netflix (NFLX) 0.3 $1.2M 3.0k 397.37
Adobe Systems Incorporated (ADBE) 0.3 $1.2M 2.4k 499.79
Tekla Life Sciences Invs Sh Ben Int (HQL) 0.3 $1.2M 69k 17.38
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $1.2M 9.5k 124.49
Quantumscape Corp Com Cl A (QS) 0.3 $1.2M 75k 15.72
Edwards Lifesciences (EW) 0.3 $1.2M 10k 112.61
Ishares Msci Glb Slv&mtl (SLVP) 0.3 $1.1M 91k 12.69
Nio Spon Ads (NIO) 0.3 $1.1M 42k 27.35
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $1.1M 22k 50.71
Cbre Clarion Global Real Estat re (IGR) 0.2 $1.1M 129k 8.45
Altria (MO) 0.2 $1.1M 21k 50.31
Ford Motor Company (F) 0.2 $1.0M 51k 20.65
General Electric Com New (GE) 0.2 $1.0M 11k 96.27
Snowflake Cl A (SNOW) 0.2 $1.0M 3.8k 267.69
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $988k 12k 85.15
Proshares Tr Pshs Ultra Qqq (QLD) 0.2 $978k 14k 69.21
Marathon Petroleum Corp (MPC) 0.2 $966k 14k 70.72
Schlumberger Com Stk (SLB) 0.2 $961k 26k 36.36
Zoetis Cl A (ZTS) 0.2 $937k 4.7k 200.26
Intuitive Surgical Com New (ISRG) 0.2 $924k 3.4k 269.39
Ishares Tr Core S&p500 Etf (IVV) 0.2 $884k 2.0k 440.02
Vmware Cl A Com 0.2 $860k 7.0k 123.70
Ishares Tr Tips Bd Etf (TIP) 0.2 $859k 6.8k 126.05
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.2 $825k 55k 14.89
stock 0.2 $814k 7.1k 115.28
Bank of America Corporation (BAC) 0.2 $813k 18k 44.95
Vanguard World Fds Materials Etf (VAW) 0.2 $802k 4.4k 182.27
Crowdstrike Hldgs Cl A (CRWD) 0.2 $802k 4.9k 164.68
Ishares Tr Mbs Etf (MBB) 0.2 $791k 7.5k 105.85
Honeywell International (HON) 0.2 $765k 3.7k 205.04
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $764k 11k 68.53
Robert Half International (RHI) 0.2 $763k 7.0k 108.95
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $752k 9.5k 79.50
Dupont De Nemours (DD) 0.2 $720k 9.3k 77.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $714k 2.0k 351.72
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $705k 5.7k 123.20
Paypal Holdings (PYPL) 0.2 $703k 4.3k 163.53
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $698k 18k 37.99
Spdr Gold Tr Gold Shs (GLD) 0.2 $694k 4.1k 171.15
D.R. Horton (DHI) 0.2 $693k 7.9k 87.92
Nxp Semiconductors N V (NXPI) 0.2 $676k 3.4k 200.06
FedEx Corporation (FDX) 0.2 $671k 2.7k 244.89
Select Sector Spdr Tr Technology (XLK) 0.2 $671k 4.3k 154.39
Nutrien (NTR) 0.1 $668k 9.4k 70.85
O'reilly Automotive (ORLY) 0.1 $662k 1.0k 635.93
Toyota Motor Corp Ads (TM) 0.1 $662k 3.3k 199.88
Diageo Spon Adr New (DEO) 0.1 $652k 3.2k 203.18
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $644k 1.9k 342.55
Oracle Corporation (ORCL) 0.1 $639k 7.8k 82.24
Asml Holding N V N Y Registry Shs (ASML) 0.1 $639k 920.00 694.57
Intuit (INTU) 0.1 $632k 1.2k 528.87
Texas Instruments Incorporated (TXN) 0.1 $630k 3.6k 175.73
Totalenergies Se Sponsored Ads (TTE) 0.1 $629k 11k 55.60
New Relic 0.1 $615k 6.2k 99.11
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $610k 5.8k 104.88
Bk Nova Cad (BNS) 0.1 $606k 8.5k 71.45
Honda Motor Amern Shs (HMC) 0.1 $602k 20k 29.78
Advanced Micro Devices (AMD) 0.1 $600k 5.1k 118.79
Kimberly-Clark Corporation (KMB) 0.1 $595k 4.2k 143.27
Citigroup Com New (C) 0.1 $586k 9.3k 63.29
Emerson Electric (EMR) 0.1 $585k 6.3k 93.21
BorgWarner (BWA) 0.1 $576k 13k 43.91
Laboratory Corp Amer Hldgs Com New (LH) 0.1 $572k 2.1k 271.48
Vale S A Sponsored Ads (VALE) 0.1 $569k 37k 15.60
Arista Networks (ANET) 0.1 $560k 4.7k 118.72
Realty Income (O) 0.1 $555k 8.2k 67.87
Kinder Morgan (KMI) 0.1 $550k 32k 17.38
Truist Financial Corp equities (TFC) 0.1 $544k 8.8k 61.48
Ishares Tr Global Reit Etf (REET) 0.1 $539k 19k 28.49
McDonald's Corporation (MCD) 0.1 $535k 2.1k 254.76
CSX Corporation (CSX) 0.1 $525k 15k 34.10
Lululemon Athletica (LULU) 0.1 $523k 1.7k 312.80
Novo-nordisk A S Adr (NVO) 0.1 $520k 5.5k 95.33
Sony Group Corporation Sponsored Adr (SONY) 0.1 $519k 4.6k 111.66
Caterpillar (CAT) 0.1 $517k 2.4k 213.99
Coca-Cola Company (KO) 0.1 $512k 8.5k 60.48
Marvell Technology (MRVL) 0.1 $511k 7.0k 72.60
United Parcel Service CL B (UPS) 0.1 $510k 2.5k 202.14
Activision Blizzard 0.1 $503k 6.2k 81.37
Eli Lilly & Co. (LLY) 0.1 $502k 2.1k 243.22
Mp Materials Corp Com Cl A (MP) 0.1 $502k 13k 39.34
Jd.com Spon Adr Cl A (JD) 0.1 $499k 6.8k 73.47
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.1 $497k 8.6k 57.95
Pepsi (PEP) 0.1 $495k 2.8k 174.23
Lumentum Hldgs (LITE) 0.1 $487k 5.0k 97.54
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $479k 12k 39.39
Baker Hughes Company Cl A (BKR) 0.1 $477k 18k 27.23
Knight-swift Transn Hldgs In Cl A (KNX) 0.1 $475k 8.5k 55.61
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.1 $471k 11k 43.43
Astrazeneca Sponsored Adr (AZN) 0.1 $471k 8.0k 59.16
Equinor Asa Sponsored Adr (EQNR) 0.1 $466k 17k 27.94
Olin Corp Com Par $1 (OLN) 0.1 $462k 9.6k 48.16
Thomson Reuters Corp. Com New 0.1 $459k 4.3k 105.66
Ishares Tr Select Divid Etf (DVY) 0.1 $457k 3.7k 122.00
Vanguard Index Fds Value Etf (VTV) 0.1 $456k 3.2k 143.44
Mastercard Incorporated Cl A (MA) 0.1 $455k 1.3k 355.19
Skyworks Solutions (SWKS) 0.1 $455k 3.2k 140.04
Toronto Dominion Bk Ont Com New (TD) 0.1 $455k 5.7k 79.70
Micron Technology (MU) 0.1 $451k 5.5k 81.94
Fifth Third Ban (FITB) 0.1 $448k 9.9k 45.07
Kla Corp Com New (KLAC) 0.1 $445k 1.2k 373.32
Amgen (AMGN) 0.1 $444k 1.9k 227.81
Bio Rad Labs Cl A (BIO) 0.1 $442k 755.00 585.43
Consolidated Edison (ED) 0.1 $440k 5.3k 82.60
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $435k 1.9k 229.19
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $435k 1.7k 258.16
Eaton Corp SHS (ETN) 0.1 $431k 2.7k 160.46
Ishares Msci Jpn Etf New (EWJ) 0.1 $428k 6.6k 64.76
Hdfc Bank Sponsored Ads (HDB) 0.1 $428k 6.2k 68.91
MercadoLibre (MELI) 0.1 $424k 403.00 1052.11
Coupang Cl A (CPNG) 0.1 $423k 23k 18.10
Lincoln National Corporation (LNC) 0.1 $421k 6.2k 67.91
Linde SHS 0.1 $418k 1.3k 316.19
Nrg Energy Com New (NRG) 0.1 $417k 11k 39.22
Metropcs Communications (TMUS) 0.1 $416k 4.1k 101.59
Summit Matls Cl A (SUM) 0.1 $414k 12k 34.48
Lennar Corp Cl A (LEN) 0.1 $410k 4.3k 95.22
Deere & Company (DE) 0.1 $410k 1.1k 364.12
Nike CL B (NKE) 0.1 $410k 2.9k 143.01
Kinross Gold Corp (KGC) 0.1 $404k 72k 5.65
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $403k 8.2k 49.01
Eaton Vance Tax-advntg Glbl Di (ETG) 0.1 $401k 20k 20.35
KB Home (KBH) 0.1 $399k 9.8k 40.63
Canadian Pacific Railway 0.1 $395k 5.3k 74.71
Dana Holding Corporation (DAN) 0.1 $395k 18k 22.11
Parker-Hannifin Corporation (PH) 0.1 $395k 1.3k 313.24
Servicenow (NOW) 0.1 $392k 772.00 507.77
Mohawk Industries (MHK) 0.1 $390k 2.5k 156.38
Group 1 Automotive (GPI) 0.1 $389k 2.3k 170.61
AutoNation (AN) 0.1 $388k 3.7k 105.06
Meritage Homes Corporation (MTH) 0.1 $386k 3.9k 99.41
Gabelli Dividend & Income Trust (GDV) 0.1 $386k 16k 24.83
Tempur-Pedic International (TPX) 0.1 $383k 9.9k 38.73
Nutanix Cl A (NTNX) 0.1 $383k 14k 26.63
International Paper Company (IP) 0.1 $378k 8.0k 47.32
Intercontinental Exchange (ICE) 0.1 $377k 3.0k 125.79
Automatic Data Processing (ADP) 0.1 $375k 1.7k 217.27
Ryder System (R) 0.1 $374k 5.0k 74.92
Rbc Cad (RY) 0.1 $374k 3.3k 114.72
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $369k 3.7k 98.87
Alaska Air (ALK) 0.1 $366k 7.0k 52.01
Keysight Technologies (KEYS) 0.1 $362k 2.1k 173.54
Bumble Com Cl A (BMBL) 0.1 $362k 12k 30.03
Air Products & Chemicals (APD) 0.1 $361k 1.3k 282.25
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $359k 4.9k 73.54
Lauder Estee Cos Cl A (EL) 0.1 $356k 1.2k 297.41
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $353k 6.5k 54.13
Accenture Plc Ireland Shs Class A (ACN) 0.1 $349k 1.0k 335.25
Nextera Energy (NEE) 0.1 $348k 4.2k 82.66
Chemours (CC) 0.1 $345k 10k 33.57
American Intl Group Com New (AIG) 0.1 $343k 6.0k 57.38
Expeditors International of Washington (EXPD) 0.1 $340k 2.9k 116.16
Five Below (FIVE) 0.1 $340k 2.1k 159.03
Abbvie (ABBV) 0.1 $339k 2.6k 131.96
Qorvo (QRVO) 0.1 $334k 2.5k 134.35
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $333k 4.1k 80.63
Appharvest 0.1 $333k 94k 3.55
Mosaic (MOS) 0.1 $330k 8.4k 39.37
Target Corporation (TGT) 0.1 $330k 1.5k 217.39
Vanguard Index Fds Growth Etf (VUG) 0.1 $327k 1.2k 279.49
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $326k 5.3k 62.06
SVB Financial (SIVBQ) 0.1 $326k 560.00 582.14
Old Dominion Freight Line (ODFL) 0.1 $326k 1.1k 296.36
Ishares Em Mkts Div Etf (DVYE) 0.1 $325k 8.4k 38.81
Dynatrace Com New (DT) 0.1 $325k 6.7k 48.54
Dover Corporation (DOV) 0.1 $325k 1.9k 173.52
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $322k 3.3k 97.99
Abbott Laboratories (ABT) 0.1 $320k 2.5k 125.64
Ishares Silver Tr Ishares (SLV) 0.1 $319k 14k 22.37
Humana (HUM) 0.1 $319k 849.00 375.74
Illinois Tool Works (ITW) 0.1 $319k 1.3k 237.53
Sanofi Sponsored Adr (SNY) 0.1 $317k 6.2k 51.32
Crocs (CROX) 0.1 $317k 3.1k 102.06
Nucor Corporation (NUE) 0.1 $315k 3.4k 93.14
Garmin SHS (GRMN) 0.1 $314k 2.6k 121.28
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $313k 8.1k 38.79
Sk Telecom Sponsored Adr (SKM) 0.1 $311k 12k 26.27
Devon Energy Corporation (DVN) 0.1 $310k 6.7k 46.14
Expedia Group Com New (EXPE) 0.1 $304k 1.7k 174.51
Morgan Stanley Com New (MS) 0.1 $303k 3.1k 98.86
BlackRock Inv. Quality Munic. Trust (BKN) 0.1 $301k 19k 16.23
IDEXX Laboratories (IDXX) 0.1 $297k 592.00 501.69
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $296k 3.5k 83.45
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $294k 5.8k 50.97
Ryanair Holdings Sponsored Ads (RYAAY) 0.1 $293k 2.6k 113.39
Spdr Ser Tr S&p Metals Mng (XME) 0.1 $293k 6.9k 42.29
Rio Tinto Sponsored Adr (RIO) 0.1 $292k 3.9k 74.47
Workday Cl A (WDAY) 0.1 $290k 1.2k 245.35
BP Sponsored Adr (BP) 0.1 $289k 9.4k 30.76
Aon Shs Cl A (AON) 0.1 $288k 1.1k 266.17
Xilinx 0.1 $284k 1.5k 187.58
Select Sector Spdr Tr Energy (XLE) 0.1 $283k 4.5k 62.40
Ecolab (ECL) 0.1 $281k 1.4k 195.00
American Express Company (AXP) 0.1 $272k 1.7k 158.97
Fiduciary Claymore Enrgy Infr 0.1 $272k 25k 10.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $270k 616.00 438.31
Crown Castle Intl (CCI) 0.1 $266k 1.5k 182.32
Barrick Gold Corp (GOLD) 0.1 $263k 14k 19.32
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $261k 2.9k 90.94
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $260k 2.7k 95.52
C3 Ai Cl A (AI) 0.1 $259k 10k 25.42
American Tower Reit (AMT) 0.1 $259k 1.1k 244.57
Universal Hlth Svcs CL B (UHS) 0.1 $258k 2.0k 128.10
Spotify Technology S A SHS (SPOT) 0.1 $256k 1.3k 195.87
Quanta Services (PWR) 0.1 $253k 2.6k 98.18
Incyte Corporation (INCY) 0.1 $252k 3.4k 74.87
Microchip Technology (MCHP) 0.1 $251k 3.4k 73.37
Paychex (PAYX) 0.1 $251k 2.1k 118.73
Rockwell Automation (ROK) 0.1 $249k 791.00 314.79
ConocoPhillips (COP) 0.1 $248k 3.0k 82.61
Norfolk Southern (NSC) 0.1 $246k 889.00 276.72
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $245k 1.1k 228.12
Gabelli mutual funds - (GGZ) 0.1 $244k 16k 14.85
Duke Energy Corp Com New (DUK) 0.1 $244k 2.4k 103.13
Wix SHS (WIX) 0.1 $243k 1.9k 128.64
Cintas Corporation (CTAS) 0.1 $242k 637.00 379.91
Veeva Sys Cl A Com (VEEV) 0.1 $241k 1.1k 222.12
Clough Global Opportunities Sh Ben Int (GLO) 0.1 $240k 25k 9.72
Stanley Black & Decker (SWK) 0.1 $240k 1.4k 175.82
3M Company (MMM) 0.1 $239k 1.4k 172.31
Cabot Oil & Gas Corporation (CTRA) 0.1 $237k 12k 19.35
BlackRock Credit All Inc Trust IV (BTZ) 0.1 $236k 17k 13.92
Entergy Corporation (ETR) 0.1 $236k 2.2k 109.46
Southern Copper Corporation (SCCO) 0.1 $235k 3.6k 66.16
Kyndryl Hldgs Common Stock (KD) 0.1 $234k 14k 16.53
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $234k 9.0k 26.10
Cbre Group Cl A (CBRE) 0.1 $233k 2.3k 101.30
Butterfly Network Com Cl A (BFLY) 0.1 $232k 40k 5.80
Barclays Adr (BCS) 0.1 $231k 21k 10.84
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $231k 2.7k 86.13
Darden Restaurants (DRI) 0.1 $230k 1.7k 134.90
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.1 $227k 8.4k 27.04
Centene Corporation (CNC) 0.1 $226k 2.9k 77.03
AvalonBay Communities (AVB) 0.1 $225k 928.00 242.46
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $224k 1.4k 161.62
C H Robinson Worldwide Com New (CHRW) 0.1 $224k 2.1k 104.82
Dow (DOW) 0.1 $223k 3.9k 56.67
Ametek (AME) 0.0 $222k 1.6k 136.53
Ishares Tr Russell 2000 Etf (IWM) 0.0 $222k 1.1k 196.98
National Grid Sponsored Adr Ne (NGG) 0.0 $221k 3.0k 73.59
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $221k 1.2k 180.11
Duke Realty Corp Com New 0.0 $220k 3.8k 57.55
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $217k 540.00 401.85
Vaneck Etf Trust Rare Earth/strtg (REMX) 0.0 $217k 2.1k 104.58
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $216k 1.7k 129.42
Newmont Mining Corporation (NEM) 0.0 $215k 3.4k 63.03
Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $213k 1.7k 124.20
Tyson Foods Cl A (TSN) 0.0 $212k 2.4k 89.79
Ishares Tr Core Total Usd (IUSB) 0.0 $211k 4.1k 51.96
Hca Holdings (HCA) 0.0 $210k 884.00 237.56
Regeneron Pharmaceuticals (REGN) 0.0 $209k 336.00 622.02
Constellation Brands Cl A (STZ) 0.0 $209k 867.00 241.06
Vici Pptys (VICI) 0.0 $207k 7.6k 27.14
Quest Diagnostics Incorporated (DGX) 0.0 $206k 1.5k 137.98
Elastic N V Ord Shs (ESTC) 0.0 $206k 2.5k 82.17
Enbridge (ENB) 0.0 $203k 5.0k 40.80
Silicon Motion Technology Sponsored Adr (SIMO) 0.0 $202k 2.3k 86.58
Vodafone Group Sponsored Adr (VOD) 0.0 $195k 12k 15.81
Sofi Technologies (SOFI) 0.0 $192k 14k 13.86
Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.0 $171k 14k 12.68
Bny Mellon Strategic Muns (LEO) 0.0 $162k 21k 7.76
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $161k 17k 9.65
Velodyne Lidar 0.0 $152k 43k 3.55
Kt Corp Sponsored Adr (KT) 0.0 $148k 11k 13.11
Navitas Semiconductor Corp-a (NVTS) 0.0 $145k 14k 10.18
Hello Group Ads (MOMO) 0.0 $144k 16k 9.10
Traeger Common Stock (COOK) 0.0 $141k 15k 9.50
Wipro Spon Adr 1 Sh (WIT) 0.0 $141k 18k 7.85
Ontrak 0.0 $123k 36k 3.41
Nuveen Quality Pref. Inc. Fund II 0.0 $115k 13k 9.12
Pimco High Income Com Shs (PHK) 0.0 $108k 18k 6.09
Nokia Corp Sponsored Adr (NOK) 0.0 $84k 15k 5.49
Planet Labs Pbc Com Cl A (PL) 0.0 $78k 13k 6.05
Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.0 $67k 13k 5.30
Allianzgi Convertible & Income (NCV) 0.0 $56k 11k 5.09
Invesco Van Kampen Senior Income Trust (VVR) 0.0 $48k 11k 4.33
Invesco Mortgage Capital 0.0 $26k 10k 2.49