Aberdeen Wealth Management as of June 30, 2026
Portfolio Holdings for Aberdeen Wealth Management
Aberdeen Wealth Management holds 427 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 26.5 | $55M | 150k | 370.18 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 7.1 | $15M | 63k | 236.62 | |
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 5.1 | $11M | 93k | 114.07 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 3.6 | $7.5M | 241k | 31.10 | |
| Applied Materials (AMAT) | 2.5 | $5.1M | 7.1k | 723.00 | |
| Apple (AAPL) | 2.0 | $4.2M | 15k | 289.36 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.7 | $3.6M | 23k | 154.30 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.6 | $3.3M | 39k | 85.49 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $3.1M | 6.2k | 500.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $3.0M | 8.4k | 357.37 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.4 | $2.8M | 57k | 49.77 | |
| NVIDIA Corporation (NVDA) | 1.3 | $2.8M | 14k | 200.09 | |
| Abbvie (ABBV) | 1.1 | $2.3M | 9.3k | 251.64 | |
| Microsoft Corporation (MSFT) | 1.1 | $2.2M | 6.0k | 373.02 | |
| Ishares Tr Select Divid Etf (DVY) | 1.1 | $2.2M | 14k | 156.30 | |
| Johnson & Johnson (JNJ) | 1.0 | $2.2M | 8.5k | 253.97 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $2.0M | 5.5k | 368.38 | |
| Spdr Series Trust St Str Sp Div (SDY) | 0.9 | $1.9M | 13k | 152.18 | |
| Automatic Data Processing (ADP) | 0.9 | $1.9M | 8.7k | 223.95 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $1.7M | 5.6k | 303.12 | |
| Caterpillar (CAT) | 0.7 | $1.6M | 1.5k | 1064.90 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.5M | 11k | 136.72 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $1.5M | 4.4k | 327.33 | |
| Home Depot (HD) | 0.7 | $1.4M | 4.0k | 352.68 | |
| Vanguard World Health Car Etf (VHT) | 0.7 | $1.4M | 4.7k | 298.98 | |
| Colgate-Palmolive Company (CL) | 0.7 | $1.4M | 15k | 91.68 | |
| Micron Technology (MU) | 0.7 | $1.4M | 1.2k | 1154.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.4M | 3.8k | 353.33 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.6 | $1.3M | 17k | 75.28 | |
| Union Pacific Corporation (UNP) | 0.6 | $1.2M | 4.5k | 272.00 | |
| Meta Platforms Cl A (META) | 0.5 | $1.1M | 1.9k | 563.29 | |
| Lowe's Companies (LOW) | 0.5 | $1.1M | 4.8k | 220.49 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $1.0M | 3.5k | 298.08 | |
| CSX Corporation (CSX) | 0.5 | $1.0M | 22k | 47.53 | |
| Jacobs Engineering Group (J) | 0.5 | $1.0M | 8.2k | 126.00 | |
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $1.0M | 14k | 75.51 | |
| Wal-Mart Stores (WMT) | 0.5 | $1.0M | 8.9k | 113.26 | |
| Coca-Cola Company (KO) | 0.5 | $1.0M | 12k | 81.27 | |
| Novartis Sponsored Adr (NVS) | 0.5 | $947k | 6.0k | 156.72 | |
| Ge Aerospace Com New (GE) | 0.4 | $922k | 2.5k | 373.73 | |
| Pepsi (PEP) | 0.4 | $907k | 6.7k | 135.40 | |
| Cisco Systems (CSCO) | 0.4 | $904k | 7.7k | 117.46 | |
| Synopsys (SNPS) | 0.4 | $848k | 1.9k | 446.07 | |
| Abbott Laboratories (ABT) | 0.4 | $843k | 9.3k | 90.74 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $812k | 10k | 80.57 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.4 | $797k | 5.0k | 158.66 | |
| Ge Vernova (GEV) | 0.4 | $788k | 671.00 | 1174.87 | |
| Waste Management (WM) | 0.4 | $782k | 3.5k | 222.88 | |
| Cigna Corp (CI) | 0.4 | $776k | 2.8k | 275.68 | |
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.4 | $771k | 15k | 53.11 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $767k | 4.0k | 189.73 | |
| Procter & Gamble Company (PG) | 0.4 | $767k | 5.2k | 146.64 | |
| Amazon (AMZN) | 0.4 | $758k | 3.2k | 238.33 | |
| Norfolk Southern (NSC) | 0.4 | $746k | 2.4k | 314.59 | |
| Constellation Brands Cl A (STZ) | 0.4 | $737k | 5.3k | 139.09 | |
| Advanced Micro Devices (AMD) | 0.3 | $715k | 1.2k | 580.92 | |
| Bank of America Corporation (BAC) | 0.3 | $699k | 12k | 56.98 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $674k | 4.3k | 158.03 | |
| American Electric Power Company (AEP) | 0.3 | $624k | 4.6k | 136.81 | |
| Amgen (AMGN) | 0.3 | $558k | 1.5k | 362.12 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $553k | 5.3k | 103.88 | |
| O'reilly Automotive (ORLY) | 0.3 | $553k | 6.0k | 92.09 | |
| United Parcel Svcs CL B (UPS) | 0.3 | $547k | 5.1k | 107.50 | |
| Chevron Corporation (CVX) | 0.3 | $537k | 3.2k | 165.76 | |
| International Business Machines (IBM) | 0.2 | $522k | 1.9k | 281.20 | |
| Intel Corporation (INTC) | 0.2 | $514k | 3.7k | 139.63 | |
| Medtronic SHS (MDT) | 0.2 | $509k | 6.5k | 78.23 | |
| Target Corporation (TGT) | 0.2 | $491k | 3.8k | 130.61 | |
| Devon Energy Corporation (DVN) | 0.2 | $486k | 12k | 41.32 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $481k | 1.0k | 477.56 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $477k | 928.00 | 513.60 | |
| Fastenal Company (FAST) | 0.2 | $474k | 9.9k | 48.03 | |
| Equifax (EFX) | 0.2 | $460k | 2.9k | 158.72 | |
| Waters Corporation (WAT) | 0.2 | $449k | 1.2k | 375.04 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $448k | 600.00 | 746.80 | |
| Cintas Corporation (CTAS) | 0.2 | $447k | 2.6k | 170.08 | |
| Eli Lilly & Co. (LLY) | 0.2 | $444k | 370.00 | 1199.43 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $442k | 5.7k | 77.11 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $437k | 621.00 | 703.34 | |
| Costco Wholesale Corporation (COST) | 0.2 | $436k | 466.00 | 935.47 | |
| 3M Company (MMM) | 0.2 | $428k | 2.6k | 161.91 | |
| Vulcan Materials Company (VMC) | 0.2 | $421k | 1.4k | 295.01 | |
| eBay (EBAY) | 0.2 | $421k | 3.8k | 111.75 | |
| Marsh & McLennan Companies (MRSH) | 0.2 | $406k | 2.4k | 166.67 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $402k | 3.1k | 131.43 | |
| Southern Company (SO) | 0.2 | $398k | 4.2k | 95.71 | |
| American Express Company (AXP) | 0.2 | $396k | 1.2k | 338.25 | |
| McDonald's Corporation (MCD) | 0.2 | $388k | 1.4k | 270.31 | |
| Walt Disney Company (DIS) | 0.2 | $382k | 4.0k | 96.25 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $365k | 6.8k | 53.47 | |
| Stryker Corporation (SYK) | 0.2 | $359k | 1.1k | 314.84 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $352k | 2.4k | 148.30 | |
| SYSCO Corporation (SYY) | 0.2 | $330k | 3.9k | 83.58 | |
| Boston Scientific Corporation (BSX) | 0.2 | $330k | 7.7k | 42.68 | |
| Altria (MO) | 0.1 | $308k | 4.3k | 71.95 | |
| Bristol Myers Squibb (BMY) | 0.1 | $307k | 5.3k | 57.62 | |
| Deere & Company (DE) | 0.1 | $307k | 484.00 | 634.33 | |
| Expeditors International of Washington (EXPD) | 0.1 | $307k | 1.9k | 162.98 | |
| Welltower Inc Com reit (WELL) | 0.1 | $306k | 1.4k | 226.97 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $291k | 2.6k | 110.32 | |
| Pfizer (PFE) | 0.1 | $291k | 12k | 24.08 | |
| Analog Devices (ADI) | 0.1 | $286k | 720.00 | 397.17 | |
| New Jersey Resources Corporation (NJR) | 0.1 | $281k | 5.0k | 56.04 | |
| Flexshares Tr Mornstar Usmkt (TILT) | 0.1 | $277k | 1.0k | 276.07 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $277k | 24k | 11.74 | |
| Booking Holdings (BKNG) | 0.1 | $276k | 1.6k | 178.24 | |
| Enbridge (ENB) | 0.1 | $260k | 4.8k | 54.21 | |
| Broadridge Financial Solutions (BR) | 0.1 | $248k | 1.8k | 136.95 | |
| Visa Com Cl A (V) | 0.1 | $247k | 720.00 | 343.09 | |
| MercadoLibre (MELI) | 0.1 | $244k | 144.00 | 1697.50 | |
| Emerson Electric (EMR) | 0.1 | $242k | 1.7k | 143.15 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $237k | 4.9k | 47.94 | |
| Palo Alto Networks (PANW) | 0.1 | $234k | 685.00 | 341.04 | |
| Us Bancorp Com New (USB) | 0.1 | $232k | 3.8k | 60.43 | |
| Morgan Stanley Com New (MS) | 0.1 | $227k | 1.1k | 209.04 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $227k | 2.1k | 109.77 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $225k | 300.00 | 748.89 | |
| Starbucks Corporation (SBUX) | 0.1 | $207k | 2.0k | 102.19 | |
| Illinois Tool Works (ITW) | 0.1 | $206k | 763.00 | 270.47 | |
| Gilead Sciences (GILD) | 0.1 | $204k | 1.6k | 126.34 | |
| Zimmer Holdings (ZBH) | 0.1 | $203k | 2.4k | 86.09 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $203k | 1.7k | 116.70 | |
| General Dynamics Corporation (GD) | 0.1 | $200k | 565.00 | 354.23 | |
| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.1 | $199k | 2.0k | 100.97 | |
| Fifth Third Ban (FITB) | 0.1 | $193k | 3.4k | 56.37 | |
| Merck & Co (MRK) | 0.1 | $193k | 1.5k | 128.39 | |
| FedEx Corporation (FDX) | 0.1 | $192k | 612.00 | 313.13 | |
| McKesson Corporation (MCK) | 0.1 | $189k | 250.00 | 755.60 | |
| General Mills (GIS) | 0.1 | $188k | 5.4k | 34.80 | |
| Shell Spon Ads (SHEL) | 0.1 | $188k | 2.4k | 77.54 | |
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $185k | 2.0k | 94.93 | |
| First American Financial (FAF) | 0.1 | $183k | 2.7k | 68.59 | |
| Iron Mountain (IRM) | 0.1 | $180k | 1.4k | 126.31 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $178k | 902.00 | 197.60 | |
| Ameriprise Financial (AMP) | 0.1 | $177k | 386.00 | 458.76 | |
| Carrier Global Corporation (CARR) | 0.1 | $176k | 2.4k | 73.35 | |
| Amentum Holdings (AMTM) | 0.1 | $171k | 8.3k | 20.67 | |
| Eaton Corp SHS (ETN) | 0.1 | $170k | 400.00 | 426.12 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $170k | 2.3k | 75.45 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $163k | 1.8k | 92.27 | |
| Amphenol Corp Cl A (APH) | 0.1 | $162k | 920.00 | 176.32 | |
| Crown Holdings (CCK) | 0.1 | $162k | 1.4k | 111.82 | |
| T Rowe Price Exchange-traded Small Mid Cap (TMSL) | 0.1 | $162k | 3.7k | 43.85 | |
| Honeywell International | 0.1 | $162k | 721.00 | 224.00 | |
| Honeywell Aerospace (HONA) | 0.1 | $159k | 721.00 | 221.00 | |
| Edwards Lifesciences (EW) | 0.1 | $159k | 1.8k | 90.46 | |
| Smurfit Westrock SHS (SW) | 0.1 | $157k | 3.5k | 45.13 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $156k | 520.00 | 300.45 | |
| Verizon Communications (VZ) | 0.1 | $154k | 3.6k | 42.34 | |
| At&t (T) | 0.1 | $153k | 7.4k | 20.71 | |
| Diageo Spon Adr New (DEO) | 0.1 | $153k | 1.9k | 80.38 | |
| AmerisourceBergen (COR) | 0.1 | $145k | 511.00 | 282.98 | |
| BP Sponsored Adr (BP) | 0.1 | $144k | 3.9k | 36.95 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $143k | 2.0k | 71.60 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $143k | 4.5k | 31.71 | |
| Zoetis Cl A (ZTS) | 0.1 | $139k | 1.9k | 71.86 | |
| Moderna (MRNA) | 0.1 | $137k | 2.0k | 70.03 | |
| Capital One Financial (COF) | 0.1 | $128k | 639.00 | 200.64 | |
| Yum! Brands (YUM) | 0.1 | $128k | 800.00 | 159.86 | |
| Trust For Professional Man Jensen Quality (JGRW) | 0.1 | $123k | 4.6k | 27.12 | |
| Constellation Energy (CEG) | 0.1 | $123k | 494.00 | 248.37 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $120k | 2.8k | 42.66 | |
| Msc Indl Direct Cl A (MSM) | 0.1 | $120k | 1.0k | 118.95 | |
| Oracle Corporation (ORCL) | 0.1 | $119k | 815.00 | 146.55 | |
| Paypal Holdings (PYPL) | 0.1 | $119k | 2.8k | 43.18 | |
| Edison International (EIX) | 0.1 | $116k | 1.6k | 74.45 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $115k | 2.1k | 54.54 | |
| Dell Technologies CL C (DELL) | 0.1 | $111k | 257.00 | 431.46 | |
| Western Digital (WDC) | 0.1 | $109k | 171.00 | 638.72 | |
| Air Products & Chemicals (APD) | 0.1 | $108k | 369.00 | 293.18 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $106k | 1.8k | 59.69 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $106k | 207.00 | 509.44 | |
| CVS Caremark Corporation (CVS) | 0.0 | $104k | 1.0k | 103.45 | |
| Broadcom (AVGO) | 0.0 | $102k | 269.00 | 377.75 | |
| Poet Technologies Com New (POET) | 0.0 | $101k | 9.8k | 10.28 | |
| Qualcomm (QCOM) | 0.0 | $100k | 540.00 | 184.80 | |
| Cenovus Energy (CVE) | 0.0 | $100k | 4.0k | 24.81 | |
| Kinder Morgan (KMI) | 0.0 | $100k | 3.1k | 31.97 | |
| Tesla Motors (TSLA) | 0.0 | $94k | 223.00 | 420.60 | |
| Toyota Motor Corp Ads (TM) | 0.0 | $92k | 547.00 | 168.42 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $92k | 725.00 | 126.57 | |
| Paychex (PAYX) | 0.0 | $91k | 925.00 | 98.33 | |
| Kenvue (KVUE) | 0.0 | $90k | 4.7k | 19.11 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $90k | 180.00 | 501.36 | |
| Fortinet (FTNT) | 0.0 | $88k | 575.00 | 153.60 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $87k | 400.00 | 217.93 | |
| Oshkosh Corporation (OSK) | 0.0 | $84k | 550.00 | 153.48 | |
| Linde SHS (LIN) | 0.0 | $83k | 160.00 | 518.94 | |
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $82k | 880.00 | 93.05 | |
| T. Rowe Price (TROW) | 0.0 | $80k | 703.00 | 113.69 | |
| SLB Com Stk (SLB) | 0.0 | $79k | 1.7k | 46.48 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $76k | 190.00 | 397.68 | |
| Johnson Controls Internation SHS (JCI) | 0.0 | $74k | 505.00 | 146.11 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $70k | 35.00 | 1989.44 | |
| Cme (CME) | 0.0 | $68k | 310.00 | 220.80 | |
| Apollo Global Mgmt (APO) | 0.0 | $67k | 568.00 | 118.23 | |
| Clorox Company (CLX) | 0.0 | $66k | 690.00 | 95.44 | |
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $66k | 496.00 | 132.22 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $64k | 1.1k | 57.84 | |
| Xcel Energy (XEL) | 0.0 | $64k | 800.00 | 80.30 | |
| IDEXX Laboratories (IDXX) | 0.0 | $63k | 119.00 | 526.42 | |
| ConocoPhillips (COP) | 0.0 | $62k | 597.00 | 103.96 | |
| MetLife (MET) | 0.0 | $62k | 730.00 | 84.61 | |
| Hershey Company (HSY) | 0.0 | $61k | 350.00 | 175.44 | |
| EOG Resources (EOG) | 0.0 | $61k | 472.00 | 129.73 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $61k | 638.00 | 95.95 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $61k | 610.00 | 100.07 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $60k | 1.3k | 45.11 | |
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $60k | 700.00 | 85.66 | |
| Corning Incorporated (GLW) | 0.0 | $58k | 225.00 | 255.43 | |
| Biogen Idec (BIIB) | 0.0 | $57k | 265.00 | 216.07 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $57k | 445.00 | 127.90 | |
| Imperial Oil Com New (IMO) | 0.0 | $56k | 500.00 | 112.02 | |
| Ecolab (ECL) | 0.0 | $55k | 198.00 | 278.62 | |
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.0 | $55k | 600.00 | 91.38 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $54k | 411.00 | 132.22 | |
| Danaher Corporation (DHR) | 0.0 | $51k | 270.00 | 190.48 | |
| Tc Energy Corp (TRP) | 0.0 | $51k | 775.00 | 66.29 | |
| St. Joe Company (JOE) | 0.0 | $51k | 820.00 | 62.65 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $51k | 100.00 | 509.31 | |
| S&p Global (SPGI) | 0.0 | $51k | 125.00 | 407.26 | |
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.0 | $51k | 1.0k | 50.83 | |
| Exelon Corporation (EXC) | 0.0 | $51k | 1.1k | 46.61 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $49k | 418.00 | 117.77 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $49k | 200.00 | 242.43 | |
| Freeport Mcmoran CL B (FCX) | 0.0 | $48k | 765.00 | 62.89 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $48k | 620.00 | 77.16 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $48k | 1.8k | 26.68 | |
| Molson Coors Beverage CL B (TAP) | 0.0 | $47k | 1.2k | 38.96 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $46k | 600.00 | 76.55 | |
| Invesco Van Kampen Municipal Trust (VKQ) | 0.0 | $46k | 4.6k | 10.04 | |
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $46k | 303.00 | 151.00 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $45k | 695.00 | 64.00 | |
| Becton, Dickinson and (BDX) | 0.0 | $44k | 290.00 | 151.33 | |
| Oneok (OKE) | 0.0 | $44k | 500.00 | 86.94 | |
| Northern Trust Corporation (NTRS) | 0.0 | $42k | 242.00 | 173.84 | |
| UGI Corporation (UGI) | 0.0 | $42k | 1.2k | 34.54 | |
| Wells Fargo & Company (WFC) | 0.0 | $41k | 500.00 | 82.64 | |
| Nike CL B (NKE) | 0.0 | $41k | 992.00 | 41.05 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $41k | 1.7k | 24.55 | |
| Netflix (NFLX) | 0.0 | $41k | 570.00 | 71.40 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $41k | 65.00 | 623.53 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $40k | 482.00 | 82.32 | |
| CarMax (KMX) | 0.0 | $39k | 730.00 | 52.89 | |
| Best Buy (BBY) | 0.0 | $38k | 500.00 | 75.88 | |
| Vanguard World Esg Us Corp Bd (VCEB) | 0.0 | $38k | 602.00 | 62.74 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $36k | 301.00 | 119.50 | |
| Nextera Energy (NEE) | 0.0 | $35k | 400.00 | 87.77 | |
| Ameren Corporation (AEE) | 0.0 | $35k | 309.00 | 113.04 | |
| Boeing Company (BA) | 0.0 | $35k | 160.00 | 216.48 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $34k | 1.2k | 28.96 | |
| Chubb (CB) | 0.0 | $33k | 96.00 | 340.74 | |
| Yum China Holdings (YUMC) | 0.0 | $33k | 800.00 | 40.87 | |
| Public Service Enterprise (PEG) | 0.0 | $33k | 400.00 | 81.16 | |
| Encana Corporation (OVV) | 0.0 | $32k | 608.00 | 52.65 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $32k | 360.00 | 88.50 | |
| Tenaris S A Sponsored Ads (TS) | 0.0 | $31k | 565.00 | 55.49 | |
| Fortis (FTS) | 0.0 | $31k | 545.00 | 57.23 | |
| UnitedHealth (UNH) | 0.0 | $31k | 75.00 | 415.63 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $31k | 417.00 | 73.42 | |
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.0 | $30k | 2.9k | 10.60 | |
| ViaSat (VSAT) | 0.0 | $30k | 333.00 | 89.81 | |
| Marvell Technology (MRVL) | 0.0 | $30k | 100.00 | 297.89 | |
| Harley-Davidson (HOG) | 0.0 | $29k | 1.2k | 24.46 | |
| Hp (HPQ) | 0.0 | $29k | 1.3k | 21.94 | |
| Invesco Advantage Mun Income Sh Ben Int (VKI) | 0.0 | $28k | 3.0k | 9.48 | |
| Alcon Ord Shs (ALC) | 0.0 | $27k | 406.00 | 67.12 | |
| International Paper Company (IP) | 0.0 | $27k | 700.00 | 38.10 | |
| Kohl's Corporation (KSS) | 0.0 | $27k | 1.5k | 17.72 | |
| Consolidated Edison (ED) | 0.0 | $27k | 240.00 | 110.63 | |
| Canadian Natural Resources (CNQ) | 0.0 | $26k | 650.00 | 39.50 | |
| ABM Industries (ABM) | 0.0 | $25k | 575.00 | 44.24 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $25k | 33.00 | 763.00 | |
| Newmont Mining Corporation (NEM) | 0.0 | $24k | 260.00 | 93.40 | |
| CBOE Holdings (CBOE) | 0.0 | $24k | 100.00 | 242.67 | |
| General Motors Company (GM) | 0.0 | $23k | 302.00 | 77.08 | |
| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.0 | $23k | 300.00 | 76.16 | |
| Paccar (PCAR) | 0.0 | $23k | 187.00 | 120.12 | |
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $22k | 1.3k | 17.41 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $22k | 311.00 | 71.15 | |
| Wabtec Corporation (WAB) | 0.0 | $22k | 82.00 | 269.50 | |
| Amplify Etf Tr Block Techn Etf (BLOK) | 0.0 | $22k | 350.00 | 62.63 | |
| Corteva (CTVA) | 0.0 | $21k | 253.00 | 84.69 | |
| Citigroup Com New (C) | 0.0 | $21k | 150.00 | 139.96 | |
| GSK Sponsored Adr (GSK) | 0.0 | $21k | 400.00 | 52.42 | |
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $21k | 250.00 | 83.31 | |
| Zoom Communications Cl A (ZM) | 0.0 | $21k | 240.00 | 86.31 | |
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $21k | 600.00 | 34.50 | |
| Weyerhaeuser Com New (WY) | 0.0 | $20k | 850.00 | 23.94 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $20k | 600.00 | 33.84 | |
| Omni (OMC) | 0.0 | $20k | 274.00 | 72.83 | |
| Zscaler Incorporated (ZS) | 0.0 | $20k | 140.00 | 141.16 | |
| Viatris (VTRS) | 0.0 | $19k | 1.2k | 15.87 | |
| L3harris Technologies (LHX) | 0.0 | $19k | 65.00 | 290.58 | |
| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 0.0 | $19k | 1.6k | 12.00 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $19k | 150.00 | 124.44 | |
| Realty Income (O) | 0.0 | $19k | 300.00 | 61.96 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $19k | 440.00 | 42.06 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $18k | 55.00 | 334.80 | |
| Magna Intl Inc cl a (MGA) | 0.0 | $18k | 280.00 | 65.66 | |
| Barrick Mng Corp Com Shs (B) | 0.0 | $18k | 500.00 | 36.73 | |
| Phillips 66 (PSX) | 0.0 | $18k | 108.00 | 169.06 | |
| Philip Morris International (PM) | 0.0 | $18k | 100.00 | 180.91 | |
| Dupont De Nemours | 0.0 | $18k | 132.00 | 135.64 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $18k | 600.00 | 29.43 | |
| Nutrien (NTR) | 0.0 | $18k | 280.00 | 62.95 | |
| Nuveen Mun Cr Income Com Sh Ben Int (NZF) | 0.0 | $17k | 1.4k | 12.68 | |
| Capitol Federal Financial (CFFN) | 0.0 | $17k | 2.0k | 8.51 | |
| Kroger (KR) | 0.0 | $17k | 300.00 | 55.53 | |
| Roku Com Cl A (ROKU) | 0.0 | $17k | 120.00 | 138.14 | |
| AFLAC Incorporated (AFL) | 0.0 | $16k | 140.00 | 117.25 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $16k | 185.00 | 83.75 | |
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $15k | 400.00 | 37.94 | |
| Marriott Intl Cl A (MAR) | 0.0 | $15k | 40.00 | 370.60 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $15k | 40.00 | 365.70 | |
| Ishares Tr Europe Etf (IEV) | 0.0 | $15k | 200.00 | 72.85 | |
| Terex Corporation (TEX) | 0.0 | $15k | 200.00 | 72.39 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $15k | 400.00 | 36.13 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $14k | 68.00 | 205.03 | |
| Peak (DOC) | 0.0 | $14k | 650.00 | 21.40 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $13k | 108.00 | 123.44 | |
| Wec Energy Group (WEC) | 0.0 | $13k | 114.00 | 116.77 | |
| Boston Beer Cl A (SAM) | 0.0 | $13k | 75.00 | 177.03 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $13k | 155.00 | 80.82 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $12k | 85.00 | 146.18 | |
| Western Union Company (WU) | 0.0 | $12k | 1.6k | 7.70 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $12k | 180.00 | 68.41 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $12k | 50.00 | 243.00 | |
| Dollar Tree (DLTR) | 0.0 | $12k | 100.00 | 120.95 | |
| Spdr Series Trust St Str Dow Reit (RWR) | 0.0 | $12k | 105.00 | 112.97 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $12k | 25.00 | 459.12 | |
| Fidelity National Information Services (FIS) | 0.0 | $11k | 292.00 | 38.88 | |
| Cerebras Systems Com Cl A (CBRS) | 0.0 | $11k | 50.00 | 221.00 | |
| Baxter International (BAX) | 0.0 | $11k | 500.00 | 21.32 | |
| Oklo Com Cl A (OKLO) | 0.0 | $11k | 200.00 | 52.33 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $10k | 300.00 | 34.81 | |
| Halliburton Company (HAL) | 0.0 | $10k | 300.00 | 33.95 | |
| Fiserv (FISV) | 0.0 | $9.8k | 200.00 | 49.05 | |
| Proshares Tr Nanotech Etf (TINY) | 0.0 | $9.7k | 100.00 | 97.04 | |
| Iqvia Holdings (IQV) | 0.0 | $9.7k | 50.00 | 193.22 | |
| Etf Ser Solutions Defiance Space A (UFOX) | 0.0 | $9.5k | 100.00 | 95.04 | |
| Ark Etf Tr Bloc Fin Inn Etf (ARKF) | 0.0 | $9.1k | 230.00 | 39.46 | |
| Proshares Tr Big Dat Ref Etf (DAT) | 0.0 | $8.4k | 200.00 | 42.15 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $8.4k | 632.00 | 13.22 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $8.0k | 600.00 | 13.28 | |
| Lamar Advertising Cl A (LAMR) | 0.0 | $7.8k | 50.00 | 155.98 | |
| NetApp (NTAP) | 0.0 | $7.7k | 50.00 | 154.76 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $7.6k | 100.00 | 76.40 | |
| Uipath Cl A (PATH) | 0.0 | $7.6k | 700.00 | 10.87 | |
| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $7.5k | 130.00 | 58.01 | |
| Microchip Technology (MCHP) | 0.0 | $7.3k | 80.00 | 91.20 | |
| Ford Motor Company (F) | 0.0 | $7.0k | 500.00 | 13.90 | |
| Keurig Dr Pepper (KDP) | 0.0 | $6.7k | 204.00 | 32.73 | |
| Gartner (IT) | 0.0 | $6.4k | 49.00 | 129.61 | |
| Novavax Com New (NVAX) | 0.0 | $6.2k | 660.00 | 9.42 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $6.2k | 160.00 | 38.73 | |
| Palladyne Ai Corp Com New (PDYN) | 0.0 | $5.9k | 966.00 | 6.08 | |
| Ishares Msci Japan Etf (EWJ) | 0.0 | $5.7k | 61.00 | 93.26 | |
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $5.7k | 100.00 | 56.59 | |
| Ssr Mining (SSRM) | 0.0 | $5.7k | 200.00 | 28.28 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $5.5k | 200.00 | 27.70 | |
| Halyard Health (AVNS) | 0.0 | $5.4k | 218.00 | 24.88 | |
| TFS Financial Corporation (TFSL) | 0.0 | $5.3k | 300.00 | 17.72 | |
| Wintrust Financial Corporation (WTFC) | 0.0 | $5.2k | 33.00 | 158.36 | |
| South Bow Corp (SOBO) | 0.0 | $5.1k | 145.00 | 35.27 | |
| Siren Etf Tr Nexgen Economy (BLCN) | 0.0 | $5.1k | 200.00 | 25.37 | |
| Texas Roadhouse (TXRH) | 0.0 | $4.8k | 25.00 | 193.24 | |
| Haleon Spon Ads (HLN) | 0.0 | $4.7k | 500.00 | 9.33 | |
| Riot Blockchain (RIOT) | 0.0 | $4.7k | 170.00 | 27.38 | |
| Ventas (VTR) | 0.0 | $4.4k | 50.00 | 88.80 | |
| Dow (DOW) | 0.0 | $4.3k | 157.00 | 27.38 | |
| Ondas Com New (ONDS) | 0.0 | $4.1k | 500.00 | 8.24 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $4.1k | 360.00 | 11.33 | |
| Unity Software (U) | 0.0 | $4.0k | 140.00 | 28.58 | |
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.0 | $3.9k | 20.00 | 195.45 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $3.8k | 20.00 | 190.20 | |
| Canadian Natl Ry (CNI) | 0.0 | $3.6k | 30.00 | 119.23 | |
| International Flavors & Fragrances (IFF) | 0.0 | $3.6k | 45.00 | 79.21 | |
| Kraft Heinz (KHC) | 0.0 | $3.5k | 150.00 | 23.61 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $3.5k | 68.00 | 51.60 | |
| Ishares Tr Core 60 Bala Etf (AOR) | 0.0 | $3.5k | 50.00 | 69.50 | |
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $3.5k | 50.00 | 69.08 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $3.4k | 100.00 | 33.88 | |
| Marathon Digital Holdings In (MARA) | 0.0 | $3.1k | 225.00 | 13.89 | |
| Cronos Group (CRON) | 0.0 | $2.8k | 1.0k | 2.78 | |
| Polaris Industries (PII) | 0.0 | $2.7k | 40.00 | 68.45 | |
| C3 Ai Cl A (AI) | 0.0 | $2.7k | 300.00 | 9.09 | |
| Versant Media Group Com Cl A (VSNT) | 0.0 | $2.3k | 65.00 | 36.00 | |
| Compass Minerals International (CMP) | 0.0 | $2.3k | 75.00 | 31.13 | |
| Rex Etf Tr Drone Etf (DRNZ) | 0.0 | $2.3k | 100.00 | 22.52 | |
| Metropcs Communications (TMUS) | 0.0 | $2.2k | 13.00 | 167.69 | |
| Ishares Tr Morningstar Valu (ILCV) | 0.0 | $2.0k | 20.00 | 101.25 | |
| Truist Financial Corp equities (TFC) | 0.0 | $2.0k | 40.00 | 49.83 | |
| Nvent Elec SHS (NVT) | 0.0 | $1.9k | 11.00 | 169.64 | |
| Applied Digital Corp Com New (APLD) | 0.0 | $1.9k | 50.00 | 37.30 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $1.8k | 100.00 | 18.08 | |
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $1.7k | 90.00 | 19.32 | |
| Fortune Brands (FBIN) | 0.0 | $1.6k | 30.00 | 54.90 | |
| Apa Corporation (APA) | 0.0 | $1.6k | 50.00 | 32.58 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $1.3k | 25.00 | 53.28 | |
| Organon & Co Common Stock (OGN) | 0.0 | $1.2k | 88.00 | 13.55 | |
| Myriad Genetics (MYGN) | 0.0 | $1.1k | 200.00 | 5.71 | |
| Block Cl A (XYZ) | 0.0 | $1.1k | 15.00 | 76.00 | |
| Sylvamo Corp Common Stock (SLVM) | 0.0 | $1.0k | 27.00 | 37.81 | |
| Dxc Technology (DXC) | 0.0 | $994.400000 | 113.00 | 8.80 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $984.999200 | 37.00 | 26.62 | |
| Sprott Focus Tr (FUND) | 0.0 | $967.000800 | 102.00 | 9.48 | |
| Rigetti Computing Common Stock (RGTI) | 0.0 | $966.000000 | 50.00 | 19.32 | |
| Pentair SHS (PNR) | 0.0 | $843.000400 | 11.00 | 76.64 | |
| SLM Corporation (SLM) | 0.0 | $777.999000 | 30.00 | 25.93 | |
| Hecla Mining Company (HL) | 0.0 | $772.000000 | 50.00 | 15.44 | |
| Dominion Resources (D) | 0.0 | $683.000000 | 10.00 | 68.30 | |
| Cameco Corporation (CCJ) | 0.0 | $509.000000 | 5.00 | 101.80 | |
| Snowflake Com Shs (SNOW) | 0.0 | $509.000000 | 2.00 | 254.50 | |
| Ubs Group SHS (UBS) | 0.0 | $496.000000 | 10.00 | 49.60 | |
| Adient Ord Shs (ADNT) | 0.0 | $444.000000 | 24.00 | 18.50 | |
| Transocean Registered Shs (RIG) | 0.0 | $413.916000 | 85.00 | 4.87 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $408.000000 | 4.00 | 102.00 | |
| Teladoc (TDOC) | 0.0 | $381.600000 | 45.00 | 8.48 | |
| Masterbrand Common Stock (MBC) | 0.0 | $309.000000 | 30.00 | 10.30 | |
| Lumen Technologies (LUMN) | 0.0 | $261.001000 | 34.00 | 7.68 | |
| Navient Corporation equity (NAVI) | 0.0 | $255.000000 | 30.00 | 8.50 | |
| Chemours (CC) | 0.0 | $246.000000 | 12.00 | 20.50 | |
| Lightbridge Corporation (LTBR) | 0.0 | $220.000000 | 25.00 | 8.80 | |
| Inovio Pharmaceuticals Com Shs (INO) | 0.0 | $219.780000 | 200.00 | 1.10 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $56.100000 | 17.00 | 3.30 | |
| Canopy Growth Corporation Com New (CGC) | 0.0 | $16.000400 | 17.00 | 0.94 |