180 Wealth Advisors

180 Wealth Advisors as of June 30, 2025

Portfolio Holdings for 180 Wealth Advisors

180 Wealth Advisors holds 426 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.3 $53M 106k 497.41
NVIDIA Corporation (NVDA) 4.3 $31M 197k 157.99
Apple (AAPL) 3.0 $22M 105k 205.17
Amazon (AMZN) 2.9 $21M 95k 219.39
Broadcom (AVGO) 2.4 $17M 62k 275.65
Meta Platforms Cl A (META) 1.5 $11M 15k 738.09
Tesla Motors (TSLA) 1.5 $11M 34k 317.66
Mannkind Corp Com New (MNKD) 1.3 $9.7M 2.6M 3.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $9.4M 189k 49.46
Etfs Gold Tr Physcl Gold Shs (SGOL) 1.3 $9.2M 293k 31.54
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $9.2M 45k 204.67
Ishares Msci Glb Slv&mtl (SLVP) 1.3 $9.1M 512k 17.81
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $8.4M 63k 133.31
Blackrock Res & Commodities SHS (BCX) 1.1 $7.7M 811k 9.45
Twilio Cl A (TWLO) 1.1 $7.7M 62k 124.36
Ishares Msci Gbl Gold Mn (RING) 1.1 $7.6M 174k 43.78
Costco Wholesale Corporation (COST) 1.0 $7.5M 7.6k 989.94
Uipath Cl A (PATH) 1.0 $6.8M 534k 12.80
Alphabet Cap Stk Cl C (GOOG) 0.9 $6.8M 38k 177.39
Wal-Mart Stores (WMT) 0.9 $6.6M 67k 97.78
Alphabet Cap Stk Cl A (GOOGL) 0.9 $6.4M 36k 176.23
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.9 $6.1M 27k 226.49
Snowflake Cl A (SNOW) 0.8 $5.9M 27k 223.77
Grail (GRAL) 0.8 $5.8M 114k 51.42
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $5.6M 162k 34.57
Vaneck Etf Trust Gold Miners Etf (GDX) 0.8 $5.6M 107k 52.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $5.4M 11k 485.77
JPMorgan Chase & Co. (JPM) 0.8 $5.4M 19k 289.91
Ishares Tr Core S&p Us Vlu (IUSV) 0.7 $5.4M 57k 94.63
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.7 $5.4M 156k 34.41
Comcast Corp Cl A (CMCSA) 0.7 $5.2M 145k 35.69
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $5.0M 56k 90.12
Ishares Tr Eafe Value Etf (EFV) 0.7 $5.0M 79k 63.48
Ishares Tr Global 100 Etf (IOO) 0.6 $4.6M 43k 107.81
Qualcomm (QCOM) 0.6 $4.4M 28k 159.26
PNC Financial Services (PNC) 0.6 $4.4M 23k 186.42
International Business Machines (IBM) 0.6 $4.4M 15k 294.78
Eaton Corp SHS (ETN) 0.6 $4.2M 12k 356.99
Visa Com Cl A (V) 0.6 $4.1M 12k 355.06
Charles Schwab Corporation (SCHW) 0.6 $4.0M 44k 91.24
Emerson Electric (EMR) 0.5 $3.8M 28k 133.33
Starbucks Corporation (SBUX) 0.5 $3.7M 41k 91.63
Blackrock (BLK) 0.5 $3.7M 3.5k 1049.21
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $3.6M 85k 42.36
Goldman Sachs (GS) 0.5 $3.6M 5.1k 707.80
Pure Storage Cl A (PSTG) 0.5 $3.6M 62k 57.58
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $3.5M 44k 80.11
Exxon Mobil Corporation (XOM) 0.5 $3.5M 32k 107.80
Nxp Semiconductors N V (NXPI) 0.5 $3.4M 16k 218.49
Energy Transfer Com Ut Ltd Ptn (ET) 0.5 $3.4M 189k 18.13
Illumina (ILMN) 0.5 $3.4M 35k 95.41
eBay (EBAY) 0.5 $3.3M 45k 74.46
Medtronic SHS (MDT) 0.5 $3.3M 38k 87.17
Boeing Company (BA) 0.5 $3.3M 16k 209.53
Freeport-mcmoran CL B (FCX) 0.4 $3.2M 74k 43.35
Merck & Co (MRK) 0.4 $3.1M 40k 79.16
salesforce (CRM) 0.4 $3.1M 11k 272.69
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.9M 9.7k 303.93
Arm Holdings Sponsored Ads (ARM) 0.4 $2.9M 18k 161.74
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $2.9M 46k 63.71
Netflix (NFLX) 0.4 $2.9M 2.1k 1338.82
Ishares Tr Core Div Grwth (DGRO) 0.4 $2.8M 44k 63.94
American Tower Reit (AMT) 0.4 $2.7M 12k 221.01
Proshares Tr Pshs Ultra Qqq (QLD) 0.4 $2.7M 23k 117.71
Ishares Tr Core Msci Eafe (IEFA) 0.4 $2.7M 32k 83.48
Pepsi (PEP) 0.4 $2.7M 20k 132.04
Select Sector Spdr Tr Energy (XLE) 0.4 $2.7M 32k 84.81
Amgen (AMGN) 0.4 $2.7M 9.5k 279.22
Intel Corporation (INTC) 0.4 $2.6M 118k 22.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $2.6M 4.6k 568.08
Chevron Corporation (CVX) 0.4 $2.6M 18k 143.19
Prologis (PLD) 0.4 $2.6M 24k 105.12
Spdr Series Trust S&p Metals Mng (XME) 0.3 $2.5M 37k 67.22
Zscaler Incorporated (ZS) 0.3 $2.5M 7.9k 313.94
Templeton Dragon Fund (TDF) 0.3 $2.5M 246k 9.99
Applied Materials (AMAT) 0.3 $2.5M 13k 183.07
Lam Research Corp Com New (LRCX) 0.3 $2.4M 24k 97.34
Metropcs Communications (TMUS) 0.3 $2.4M 9.9k 238.26
Ishares Tr Msci China Etf (MCHI) 0.3 $2.3M 43k 55.10
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $2.3M 14k 164.46
Symbotic Class A Com (SYM) 0.3 $2.3M 59k 38.85
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $2.3M 66k 34.51
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $2.3M 29k 78.70
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $2.2M 24k 93.87
Air Products & Chemicals (APD) 0.3 $2.2M 7.9k 282.06
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $2.2M 76k 28.95
Crowdstrike Hldgs Cl A (CRWD) 0.3 $2.2M 4.3k 509.27
Eli Lilly & Co. (LLY) 0.3 $2.2M 2.8k 779.40
Ball Corporation (BALL) 0.3 $2.1M 38k 56.09
Lithia Motors (LAD) 0.3 $2.1M 6.1k 337.82
Johnson & Johnson (JNJ) 0.3 $2.1M 14k 152.75
Tortoise Energy Infrastructure closed end funds (TYG) 0.3 $2.1M 47k 43.89
Home Depot (HD) 0.3 $2.0M 5.6k 366.66
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $2.0M 16k 128.52
Intuitive Surgical Com New (ISRG) 0.3 $2.0M 3.6k 543.41
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.9M 9.8k 195.02
Raytheon Technologies Corp (RTX) 0.3 $1.9M 13k 146.02
Lockheed Martin Corporation (LMT) 0.3 $1.9M 4.1k 463.15
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.9M 22k 87.22
At&t (T) 0.3 $1.8M 64k 28.94
Vaneck Etf Trust Rare Earth And S (REMX) 0.3 $1.8M 45k 40.58
Abrdn Life Sciences Investor Sh Ben Int (HQL) 0.3 $1.8M 143k 12.81
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $1.8M 58k 31.76
Oracle Corporation (ORCL) 0.2 $1.8M 8.2k 218.63
Ge Aerospace Com New (GE) 0.2 $1.6M 6.4k 257.39
Gentex Corporation (GNTX) 0.2 $1.6M 73k 21.99
Ge Vernova (GEV) 0.2 $1.6M 3.0k 529.15
Aercap Holdings Nv SHS (AER) 0.2 $1.5M 13k 117.00
Allstate Corporation (ALL) 0.2 $1.5M 7.5k 201.30
Edwards Lifesciences (EW) 0.2 $1.5M 19k 78.21
Verizon Communications (VZ) 0.2 $1.5M 34k 43.27
Sprott Fds Tr Uranium Miners E (URNM) 0.2 $1.5M 30k 47.93
Ishares Tr Core High Dv Etf (HDV) 0.2 $1.4M 12k 117.17
Cyberark Software SHS (CYBR) 0.2 $1.4M 3.4k 406.88
Gabelli mutual funds - (GGZ) 0.2 $1.4M 105k 13.32
Ishares Tr Tips Bd Etf (TIP) 0.2 $1.4M 13k 110.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.4M 2.5k 551.59
Gilead Sciences (GILD) 0.2 $1.4M 12k 110.87
Arista Networks Com Shs (ANET) 0.2 $1.3M 13k 102.31
Servicenow (NOW) 0.2 $1.3M 1.3k 1028.08
Arch Cap Group Ord (ACGL) 0.2 $1.3M 15k 91.05
Procter & Gamble Company (PG) 0.2 $1.3M 8.3k 159.32
East West Ban (EWBC) 0.2 $1.3M 13k 100.98
Xylem (XYL) 0.2 $1.3M 10k 129.36
Union Pacific Corporation (UNP) 0.2 $1.3M 5.5k 230.09
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.2M 2.8k 438.40
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.2M 5.1k 236.98
Crocs (CROX) 0.2 $1.2M 12k 101.28
Kraneshares Trust Csi Chi Internet (KWEB) 0.2 $1.2M 34k 34.33
Bhp Group Sponsored Ads (BHP) 0.2 $1.2M 24k 48.09
Enterprise Products Partners (EPD) 0.2 $1.2M 37k 31.01
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $1.2M 31k 36.93
Valaris Cl A (VAL) 0.2 $1.1M 27k 42.11
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.2 $1.1M 938.00 1213.00
Hewlett Packard Enterprise (HPE) 0.2 $1.1M 56k 20.45
American Express Company (AXP) 0.2 $1.1M 3.5k 318.98
Ishares Em Mkts Div Etf (DVYE) 0.2 $1.1M 39k 28.65
Pfizer (PFE) 0.2 $1.1M 46k 24.24
Gabelli Dividend & Income Trust (GDV) 0.2 $1.1M 43k 26.01
Organon & Co Common Stock (OGN) 0.2 $1.1M 113k 9.68
General Motors Company (GM) 0.2 $1.1M 22k 49.21
Delta Air Lines Inc Del Com New (DAL) 0.2 $1.1M 22k 49.18
Welltower Inc Com reit (WELL) 0.1 $1.1M 6.9k 153.73
Schlumberger Com Stk (SLB) 0.1 $1.1M 31k 33.80
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.0M 1.3k 801.42
Palantir Technologies Cl A (PLTR) 0.1 $1.0M 7.4k 136.32
Williams Companies (WMB) 0.1 $1.0M 16k 62.81
Ouster Com New (OUST) 0.1 $995k 41k 24.25
Mp Materials Corp Com Cl A (MP) 0.1 $994k 30k 33.27
3M Company (MMM) 0.1 $959k 6.3k 152.24
Pvh Corporation (PVH) 0.1 $958k 14k 68.60
Newmont Mining Corporation (NEM) 0.1 $925k 16k 58.26
General Dynamics Corporation (GD) 0.1 $924k 3.2k 291.68
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $907k 8.0k 113.41
Caterpillar (CAT) 0.1 $896k 2.3k 388.24
Coupang Cl A (CPNG) 0.1 $892k 30k 29.96
Global X Fds Global X Copper (COPX) 0.1 $891k 20k 45.00
Planet Labs Pbc Com Cl A (PL) 0.1 $890k 146k 6.10
Cbre Clarion Global Real Estat re (IGR) 0.1 $875k 166k 5.29
Garmin SHS (GRMN) 0.1 $869k 4.2k 208.73
Quantumscape Corp Com Cl A (QS) 0.1 $867k 129k 6.72
Kaiser Aluminum Corp Com Par $0.01 (KALU) 0.1 $861k 11k 79.90
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $861k 7.9k 109.28
Select Sector Spdr Tr Technology (XLK) 0.1 $855k 3.4k 253.22
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $853k 31k 27.13
Bank of America Corporation (BAC) 0.1 $843k 18k 47.32
Vistra Energy (VST) 0.1 $841k 4.3k 193.81
Baker Hughes Company Cl A (BKR) 0.1 $840k 22k 38.34
Navitas Semiconductor Corp-a (NVTS) 0.1 $827k 126k 6.55
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $827k 1.9k 440.65
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $825k 20k 40.65
Ishares Tr Global Reit Etf (REET) 0.1 $801k 32k 24.70
Nutanix Cl A (NTNX) 0.1 $792k 10k 76.44
Voc Energy Tr Tr Unit (VOC) 0.1 $791k 277k 2.86
Adobe Systems Incorporated (ADBE) 0.1 $788k 2.0k 386.90
Owens Corning (OC) 0.1 $782k 5.7k 137.52
Hldgs (UAL) 0.1 $781k 9.8k 79.63
Kyndryl Hldgs Common Stock (KD) 0.1 $768k 18k 41.96
Vale S A Sponsored Ads (VALE) 0.1 $760k 78k 9.71
Uber Technologies (UBER) 0.1 $759k 8.1k 93.30
Corning Incorporated (GLW) 0.1 $756k 14k 52.59
Tc Energy Corp (TRP) 0.1 $755k 16k 48.79
Vanguard World Materials Etf (VAW) 0.1 $753k 3.9k 194.85
Marvell Technology (MRVL) 0.1 $742k 9.6k 77.40
Bristol Myers Squibb (BMY) 0.1 $741k 16k 46.29
Cisco Systems (CSCO) 0.1 $737k 11k 69.38
Ishares Tr Core S&p500 Etf (IVV) 0.1 $734k 1.2k 620.82
Warner Bros Discovery Com Ser A (WBD) 0.1 $726k 63k 11.46
Philip Morris International (PM) 0.1 $725k 4.0k 182.13
Lululemon Athletica (LULU) 0.1 $723k 3.0k 237.58
Devon Energy Corporation (DVN) 0.1 $718k 23k 31.81
Transocean Registered Shs (RIG) 0.1 $717k 277k 2.59
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $713k 28k 25.69
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $708k 13k 53.96
Skyworks Solutions (SWKS) 0.1 $699k 9.4k 74.52
Spdr Gold Tr Gold Shs (GLD) 0.1 $697k 2.3k 304.83
Dow (DOW) 0.1 $696k 26k 26.48
Altria (MO) 0.1 $695k 12k 58.63
Mastercard Incorporated Cl A (MA) 0.1 $695k 1.2k 562.05
Kinross Gold Corp (KGC) 0.1 $675k 43k 15.63
Vanguard Index Fds Value Etf (VTV) 0.1 $668k 3.8k 176.74
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $667k 7.9k 84.83
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $665k 9.8k 67.59
Ishares Tr Mbs Etf (MBB) 0.1 $665k 7.1k 93.89
Rio Tinto Sponsored Adr (RIO) 0.1 $664k 11k 58.33
Shell Spon Ads (SHEL) 0.1 $662k 9.4k 70.41
Moderna (MRNA) 0.1 $660k 24k 27.59
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $658k 21k 31.97
Cleveland-cliffs (CLF) 0.1 $658k 87k 7.60
Boston Scientific Corporation (BSX) 0.1 $648k 6.0k 107.41
Micron Technology (MU) 0.1 $645k 5.2k 123.26
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $645k 5.6k 115.35
Spdr Series Trust S&p Biotech (XBI) 0.1 $640k 7.7k 82.93
Paypal Holdings (PYPL) 0.1 $627k 8.4k 74.32
Mosaic (MOS) 0.1 $620k 17k 36.48
Suncor Energy (SU) 0.1 $614k 16k 37.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $614k 993.00 617.89
TJX Companies (TJX) 0.1 $612k 5.0k 123.49
Pinterest Cl A (PINS) 0.1 $593k 17k 35.86
Toronto Dominion Bk Ont Com New (TD) 0.1 $590k 8.0k 73.45
Kla Corp Com New (KLAC) 0.1 $587k 655.00 895.57
Etsy (ETSY) 0.1 $582k 12k 50.16
Northrop Grumman Corporation (NOC) 0.1 $575k 1.2k 499.87
Progressive Corporation (PGR) 0.1 $573k 2.1k 266.86
Chubb (CB) 0.1 $563k 1.9k 289.78
Zoetis Cl A (ZTS) 0.1 $560k 3.6k 155.94
Walt Disney Company (DIS) 0.1 $560k 4.5k 124.00
Jd.com Spon Ads Cl A (JD) 0.1 $545k 17k 32.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $544k 8.8k 62.02
Elanco Animal Health (ELAN) 0.1 $540k 38k 14.28
Advanced Micro Devices (AMD) 0.1 $539k 3.8k 141.90
Fastly Cl A (FSLY) 0.1 $539k 76k 7.06
McDonald's Corporation (MCD) 0.1 $536k 1.8k 292.19
Fox Corp Cl A Com (FOXA) 0.1 $536k 9.6k 56.04
Block Cl A (XYZ) 0.1 $533k 7.8k 67.93
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $531k 7.7k 69.09
Electronic Arts (EA) 0.1 $530k 3.3k 159.70
Woodside Energy Group Sponsored Adr (WDS) 0.1 $524k 34k 15.43
Coca-Cola Company (KO) 0.1 $523k 7.4k 70.75
Kimberly-Clark Corporation (KMB) 0.1 $521k 4.0k 128.93
Astrazeneca Sponsored Adr (AZN) 0.1 $520k 7.4k 69.88
Kinder Morgan (KMI) 0.1 $502k 17k 29.40
Atmos Energy Corporation (ATO) 0.1 $500k 3.2k 154.11
Parker-Hannifin Corporation (PH) 0.1 $489k 700.00 698.47
Elastic N V Ord Shs (ESTC) 0.1 $489k 5.8k 84.33
Lincoln National Corporation (LNC) 0.1 $485k 14k 34.60
Spotify Technology S A SHS (SPOT) 0.1 $480k 626.00 767.34
Blackrock Muniyield Fund (MYD) 0.1 $480k 48k 10.04
Lowe's Companies (LOW) 0.1 $479k 2.2k 221.82
Honda Motor Adr Ech Cnv In 3 (HMC) 0.1 $473k 16k 28.83
Thermo Fisher Scientific (TMO) 0.1 $473k 1.2k 405.42
St. Joe Company (JOE) 0.1 $468k 9.8k 47.70
General Mills (GIS) 0.1 $468k 9.0k 51.81
Deere & Company (DE) 0.1 $466k 917.00 508.61
Ishares Tr Select Divid Etf (DVY) 0.1 $464k 3.5k 132.80
Wells Fargo & Company (WFC) 0.1 $459k 5.7k 80.11
Masimo Corporation (MASI) 0.1 $457k 2.7k 168.22
Amplify Etf Tr Amplify Junior S (SILJ) 0.1 $456k 31k 14.80
Goodyear Tire & Rubber Company (GT) 0.1 $455k 44k 10.37
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $450k 5.4k 82.86
Uwm Holdings Corporation Com Cl A (UWMC) 0.1 $446k 108k 4.14
Ferrari Nv Ord (RACE) 0.1 $446k 909.00 490.74
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) 0.1 $446k 6.3k 70.42
Consolidated Edison (ED) 0.1 $443k 4.4k 100.36
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $442k 8.0k 55.41
Abbvie (ABBV) 0.1 $441k 2.4k 185.63
Honeywell International (HON) 0.1 $433k 1.9k 232.89
Axon Enterprise (AXON) 0.1 $430k 519.00 827.94
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $429k 8.3k 52.02
Southern Copper Corporation (SCCO) 0.1 $428k 4.2k 101.17
Tenet Healthcare Corp Com New (THC) 0.1 $427k 2.4k 176.00
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $425k 1.5k 279.83
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.1 $424k 6.8k 62.03
Linde SHS (LIN) 0.1 $418k 891.00 469.24
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $417k 8.6k 48.24
Eaton Vance Tax-advntg Glbl Di (ETG) 0.1 $416k 20k 20.94
Bumble Com Cl A (BMBL) 0.1 $409k 62k 6.59
Anavex Life Sciences Corp Com New (AVXL) 0.1 $406k 44k 9.22
Qorvo (QRVO) 0.1 $405k 4.8k 84.91
Tidewater (TDW) 0.1 $404k 8.8k 46.13
MetLife (MET) 0.1 $403k 5.0k 80.41
Autodesk (ADSK) 0.1 $395k 1.3k 309.57
Synchrony Financial (SYF) 0.1 $392k 5.9k 66.74
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $388k 4.7k 82.91
Cheniere Energy Com New (LNG) 0.1 $386k 1.6k 243.58
Incyte Corporation (INCY) 0.1 $382k 5.6k 68.10
United Rentals (URI) 0.1 $382k 507.00 753.40
Darden Restaurants (DRI) 0.1 $381k 1.7k 217.97
Nutrien (NTR) 0.1 $380k 6.5k 58.24
Novo-nordisk A S Adr (NVO) 0.1 $379k 5.5k 69.02
Workday Cl A (WDAY) 0.1 $376k 1.6k 240.00
Vodafone Group Sponsored Adr (VOD) 0.1 $373k 35k 10.66
Hca Holdings (HCA) 0.1 $370k 965.00 383.21
Ishares Tr Russell 2000 Etf (IWM) 0.1 $366k 1.7k 215.76
Totalenergies Se Sponsored Ads (TTE) 0.1 $364k 5.9k 61.39
D.R. Horton (DHI) 0.1 $363k 2.8k 128.94
FedEx Corporation (FDX) 0.1 $361k 1.6k 227.35
Marathon Petroleum Corp (MPC) 0.1 $360k 2.2k 166.11
Ford Motor Company (F) 0.1 $359k 33k 10.85
ConocoPhillips (COP) 0.0 $358k 4.0k 89.74
Crispr Therapeutics Namen Akt (CRSP) 0.0 $357k 7.3k 48.64
Bny Mellon Strategic Muns (LEO) 0.0 $356k 60k 5.92
CSX Corporation (CSX) 0.0 $355k 11k 32.63
Cabot Oil & Gas Corporation (CTRA) 0.0 $355k 14k 25.38
Sony Group Corp Sponsored Adr (SONY) 0.0 $352k 14k 26.03
Texas Instruments Incorporated (TXN) 0.0 $350k 1.7k 207.60
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.0 $347k 13k 27.57
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $346k 2.6k 135.04
Nokia Corp Sponsored Adr (NOK) 0.0 $346k 67k 5.18
Humana (HUM) 0.0 $346k 1.4k 244.44
Ishares Msci Jpn Etf New (EWJ) 0.0 $342k 4.6k 74.97
EOG Resources (EOG) 0.0 $340k 2.8k 119.60
S&p Global (SPGI) 0.0 $340k 645.00 527.29
Thomson Reuters Corp. (TRI) 0.0 $338k 1.7k 201.09
Vanguard World Inf Tech Etf (VGT) 0.0 $337k 508.00 663.91
Intuit (INTU) 0.0 $333k 423.00 787.63
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $333k 2.5k 134.41
Automatic Data Processing (ADP) 0.0 $325k 1.1k 308.40
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT) 0.0 $324k 4.4k 74.34
Vanguard World Mega Grwth Ind (MGK) 0.0 $324k 884.00 366.17
Toyota Motor Corp Ads (TM) 0.0 $321k 1.9k 172.26
HSBC HLDGS Spon Adr New (HSBC) 0.0 $321k 5.3k 60.79
Select Sector Spdr Tr Financial (XLF) 0.0 $321k 6.1k 52.37
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $320k 2.9k 110.09
Realty Income (O) 0.0 $316k 5.5k 57.61
Cloudflare Cl A Com (NET) 0.0 $315k 1.6k 195.83
Ishares Tr Core Total Usd (IUSB) 0.0 $314k 6.8k 46.23
Select Sector Spdr Tr Indl (XLI) 0.0 $314k 2.1k 147.49
Palo Alto Networks (PANW) 0.0 $312k 1.5k 204.69
Timberland Ban (TSBK) 0.0 $312k 10k 31.20
Direxion Shs Etf Tr Daily Tsla 2x Sh (TSLL) 0.0 $311k 26k 11.81
O'reilly Automotive (ORLY) 0.0 $310k 3.4k 90.13
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $308k 22k 13.72
Nio Spon Ads (NIO) 0.0 $307k 90k 3.43
BlackRock Inv. Quality Munic. Trust (BKN) 0.0 $303k 28k 10.92
Illinois Tool Works (ITW) 0.0 $302k 1.2k 247.18
International Paper Company (IP) 0.0 $302k 6.5k 46.83
Sanofi Sponsored Adr (SNY) 0.0 $300k 6.2k 48.31
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.0 $297k 7.5k 39.49
Ishares Core Msci Emkt (IEMG) 0.0 $294k 4.9k 60.03
ConAgra Foods (CAG) 0.0 $292k 14k 20.47
Unity Software (U) 0.0 $289k 12k 24.20
National Grid Sponsored Adr Ne (NGG) 0.0 $289k 3.9k 74.41
Relx Sponsored Adr (RELX) 0.0 $288k 5.3k 54.34
McKesson Corporation (MCK) 0.0 $287k 392.00 733.10
Chipotle Mexican Grill (CMG) 0.0 $284k 5.1k 56.15
UnitedHealth (UNH) 0.0 $282k 903.00 312.10
Abbott Laboratories (ABT) 0.0 $277k 2.0k 136.00
Match Group (MTCH) 0.0 $274k 8.9k 30.89
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $272k 14k 19.43
Accenture Plc Ireland Shs Class A (ACN) 0.0 $271k 907.00 298.89
Proshares Tr Ii Ultra Silver New (AGQ) 0.0 $267k 5.6k 47.49
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $267k 8.7k 30.68
Female Health (VERU) 0.0 $267k 459k 0.58
Prospect Capital Corporation (PSEC) 0.0 $267k 84k 3.18
IDEXX Laboratories (IDXX) 0.0 $266k 495.00 536.61
Vici Pptys (VICI) 0.0 $264k 8.1k 32.60
Principal Financial (PFG) 0.0 $261k 3.3k 79.43
United Parcel Service CL B (UPS) 0.0 $261k 2.6k 100.93
Expeditors International of Washington (EXPD) 0.0 $258k 2.3k 114.25
Xplr Infrastructure Com Unit Part In (XIFR) 0.0 $257k 31k 8.20
Take-Two Interactive Software (TTWO) 0.0 $254k 1.0k 242.85
BP Sponsored Adr (BP) 0.0 $253k 8.4k 29.93
Digital Realty Trust (DLR) 0.0 $251k 1.4k 174.38
Carpenter Technology Corporation (CRS) 0.0 $251k 908.00 276.38
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $250k 1.2k 217.34
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $250k 3.0k 84.06
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $248k 5.1k 49.03
Te Connectivity Ord Shs (TEL) 0.0 $247k 1.5k 168.66
AutoNation (AN) 0.0 $246k 1.2k 198.65
Ishares Silver Tr Ishares (SLV) 0.0 $246k 7.5k 32.81
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $244k 6.8k 35.84
Trimble Navigation (TRMB) 0.0 $240k 3.2k 75.98
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC) 0.0 $240k 6.1k 39.14
Abercrombie & Fitch Cl A (ANF) 0.0 $236k 2.8k 82.85
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $236k 1.2k 195.42
Alaska Air (ALK) 0.0 $232k 4.7k 49.48
Bank Of Montreal Cadcom (BMO) 0.0 $230k 2.1k 110.63
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $228k 1.2k 194.16
Hess (HES) 0.0 $228k 1.6k 138.54
Nucor Corporation (NUE) 0.0 $225k 1.7k 129.57
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $225k 480.00 467.82
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $224k 527.00 424.41
Robinhood Mkts Com Cl A (HOOD) 0.0 $223k 2.4k 93.63
Novartis Sponsored Adr (NVS) 0.0 $223k 1.8k 121.03
Ishares Tr Us Infrastruc (IFRA) 0.0 $222k 4.5k 49.20
Coca-cola Europacific Partne SHS (CCEP) 0.0 $222k 2.4k 92.72
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $220k 7.8k 28.12
Clough Global Equity Fund closed-end fund (GLQ) 0.0 $217k 30k 7.12
Magna Intl Inc cl a (MGA) 0.0 $213k 5.5k 38.61
Duke Energy Corp Com New (DUK) 0.0 $213k 1.8k 118.00
Dynatrace Com New (DT) 0.0 $210k 3.8k 55.21
Dell Technologies CL C (DELL) 0.0 $207k 1.7k 122.60
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $207k 1.5k 134.75
Citigroup Com New (C) 0.0 $206k 2.4k 85.13
Sap Se Spon Adr (SAP) 0.0 $205k 674.00 304.10
A Mark Precious Metals (AMRK) 0.0 $202k 9.1k 22.18
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $202k 1.1k 182.82
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $201k 18k 10.92
Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $200k 39k 5.06
Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.0 $193k 19k 10.23
Agnc Invt Corp Com reit (AGNC) 0.0 $174k 19k 9.19
Fortress Biotech Com New (FBIO) 0.0 $173k 93k 1.86
New Fortress Energy Com Cl A (NFE) 0.0 $161k 49k 3.32
Telefonica S A Sponsored Adr (TEF) 0.0 $150k 29k 5.23
Asana Cl A (ASAN) 0.0 $145k 11k 13.50
Cnh Indl N V SHS (CNH) 0.0 $136k 11k 12.96
Invesco Mortgage Capital (IVR) 0.0 $126k 16k 7.84
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $125k 12k 10.33
The Beauty Health Company Com Cl A (SKIN) 0.0 $122k 64k 1.91
Archer Aviation Com Cl A (ACHR) 0.0 $117k 11k 10.85
Pimco High Income Com Shs (PHK) 0.0 $106k 22k 4.80
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $105k 13k 8.02
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.0 $102k 11k 9.59
Ambev Sa Sponsored Adr (ABEV) 0.0 $91k 38k 2.41
Calcimedica Com New (CALC) 0.0 $81k 51k 1.60
Butterfly Network Com Cl A (BFLY) 0.0 $74k 37k 2.00
Clough Global Opportunities Sh Ben Int (GLO) 0.0 $72k 13k 5.43
Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal) 0.0 $57k 59k 0.97
Cipher Mining (CIFR) 0.0 $48k 10k 4.78
Okta Note 0.125% 9/0 (Principal) 0.0 $48k 48k 0.99
Krispy Kreme (DNUT) 0.0 $47k 16k 2.91
Altimmune Com New (ALT) 0.0 $44k 11k 3.87
Diana Shipping (DSX) 0.0 $38k 26k 1.46
Gryphon Digital Mng 0.0 $16k 18k 0.88
Lendingtree Note 0.500% 7/1 (Principal) 0.0 $12k 12k 0.99