Accredited Wealth Management

Accredited Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Accredited Wealth Management

Accredited Wealth Management holds 381 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Intl Smcp Vlu (AVDV) 28.8 $311M 135k 2299.55
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 16.9 $183M 2.0k 89986.50
Vaneck Etf Trust Mrngstr Int Moat (MOTI) 8.2 $88M 84k 1053.72
Ishares Tr Core S&p Mcp Etf (IJH) 6.0 $65M 12k 5252.42
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 4.1 $45M 3.1k 14574.00
Vanguard Malvern Fds Core Bd Etf (VCRB) 3.6 $39M 2.1k 18857.61
Ishares Tr Core Msci Total (IXUS) 3.4 $37M 24k 1522.22
Alphabet Cap Stk Cl C (GOOG) 3.3 $36M 3.9k 9332.03
Pimco Etf Tr Active Bd Etf (BOND) 2.9 $31M 12k 2711.91
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $25M 2.2k 11337.33
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.6 $18M 2.4k 7416.28
American Centy Etf Tr Us Eqt Etf (AVUS) 1.4 $15M 7.2k 2105.37
JPMorgan Chase & Co. (JPM) 1.3 $14M 303.00 46910.76
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.2 $14M 6.4k 2102.50
American Centy Etf Tr Emerging Mkt Val (AVES) 1.1 $12M 40k 303.58
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $11M 19k 567.79
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.9 $9.5M 9.1k 1050.87
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $9.1M 6.4k 1423.29
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.8 $8.4M 3.6k 2335.77
Clorox Company (CLX) 0.7 $8.0M 13k 623.42
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $7.4M 1.0k 7410.00
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.6 $6.7M 14k 480.32
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $5.7M 5.1k 1128.76
Pepsi (PEP) 0.5 $5.2M 425.00 12271.00
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $5.0M 2.0k 2489.95
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $4.5M 775.00 5764.84
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.4 $4.3M 527.00 8113.41
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 0.4 $4.2M 3.9k 1071.22
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.4 $4.1M 2.7k 1518.84
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $3.6M 6.6k 549.96
Ishares Gold Tr Ishares New (IAU) 0.3 $3.3M 615.00 5410.45
Emerson Electric (EMR) 0.3 $3.2M 535.00 6065.66
Microsoft Corporation (MSFT) 0.2 $2.7M 500.00 5372.18
Amazon (AMZN) 0.2 $2.6M 251.00 10429.90
Apple (AAPL) 0.2 $2.1M 50.00 41069.00
Ishares Silver Tr Ishares (SLV) 0.2 $2.0M 625.00 3159.11
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.9M 700.00 2646.46
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $1.7M 363.00 4636.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.7M 960.00 1727.37
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.4M 138.00 10504.49
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $1.3M 113.00 11856.90
Oracle Corporation (ORCL) 0.1 $1.2M 435.00 2775.55
Thermo Fisher Scientific (TMO) 0.1 $1.2M 100.00 12024.60
Bank of America Corporation (BAC) 0.1 $1.2M 1.1k 1053.18
Caterpillar (CAT) 0.1 $1.1M 329.00 3491.36
Amgen (AMGN) 0.1 $917k 200.00 4585.75
Automatic Data Processing (ADP) 0.1 $892k 750.00 1188.81
Coca-Cola Company (KO) 0.1 $855k 8.00 106876.88
Gilead Sciences (GILD) 0.1 $746k 375.00 1988.82
Diageo Spon Adr New (DEO) 0.1 $694k 450.00 1542.16
Merck & Co (MRK) 0.1 $632k 238.00 2654.83
Visa Com Cl A (V) 0.1 $612k 74.00 8273.97
Alphabet Cap Stk Cl A (GOOGL) 0.1 $596k 2.3k 259.38
Procter & Gamble Company (PG) 0.1 $570k 188.00 3033.77
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $535k 78k 6.84
Canadian Pacific Kansas City (CP) 0.0 $517k 443.00 1166.30
Ishares Tr Core Total Usd (IUSB) 0.0 $485k 9.0k 53.61
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $430k 11k 40.28
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $404k 269k 1.50
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $397k 57.00 6958.51
Ge Aerospace Com New (GE) 0.0 $385k 389.00 989.97
Bristol Myers Squibb (BMY) 0.0 $372k 71.00 5232.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $358k 100.00 3579.51
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $331k 260.00 1272.24
Nextera Energy (NEE) 0.0 $327k 500.00 653.93
Spdr Series Trust S&p Biotech (XBI) 0.0 $308k 82.00 3757.50
Costco Wholesale Corporation (COST) 0.0 $291k 578.00 502.97
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $280k 33k 8.57
CVS Caremark Corporation (CVS) 0.0 $241k 175.00 1378.56
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $239k 4.9k 48.68
Tesla Motors (TSLA) 0.0 $235k 226.00 1039.00
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $234k 52.00 4501.19
Mastercard Incorporated Cl A (MA) 0.0 $231k 151.00 1527.42
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $213k 3.3k 64.69
United Parcel Service CL B (UPS) 0.0 $205k 225.00 910.75
Ishares Tr S&p 100 Etf (OEF) 0.0 $196k 2.2k 89.59
Abbvie (ABBV) 0.0 $193k 10k 18.98
Raytheon Technologies Corp (RTX) 0.0 $188k 175.00 1072.05
NVIDIA Corporation (NVDA) 0.0 $180k 1.0k 180.06
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $177k 40.00 4435.00
International Business Machines (IBM) 0.0 $173k 226.00 764.08
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.0 $155k 8.5k 18.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $155k 490.00 315.25
Hershey Company (HSY) 0.0 $149k 137.00 1090.34
Vanguard Wellington Short Trm Tax Ex (VTES) 0.0 $146k 516.00 283.46
Pfizer (PFE) 0.0 $144k 201.00 718.06
Fidelity Covington Trust Msci Energy Idx (FENY) 0.0 $140k 42.00 3325.86
Verizon Communications (VZ) 0.0 $137k 175.00 781.76
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $136k 35k 3.84
Walt Disney Company (DIS) 0.0 $132k 247.00 535.89
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $132k 10.00 13214.90
Schwab Strategic Tr Internl Divid (SCHY) 0.0 $129k 9.1k 14.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $126k 100.00 1259.05
Target Corporation (TGT) 0.0 $124k 56.00 2215.70
Meta Platforms Cl A (META) 0.0 $123k 100.00 1226.42
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $122k 130.00 935.02
SYSCO Corporation (SYY) 0.0 $117k 300.00 390.68
Wal-Mart Stores (WMT) 0.0 $113k 55.00 2051.75
Kroger (KR) 0.0 $110k 4.00 27499.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $106k 1.4k 73.70
Lowe's Companies (LOW) 0.0 $105k 30.00 3493.23
Ishares Ethereum Tr SHS (ETHA) 0.0 $102k 18k 5.69
Blackrock (BLK) 0.0 $100k 4.00 25066.25
Humana (HUM) 0.0 $95k 3.00 31762.00
Vanguard World Energy Etf (VDE) 0.0 $94k 1.3k 70.76
Qualcomm (QCOM) 0.0 $94k 149.00 630.32
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $94k 554.00 169.26
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $93k 955.00 97.51
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $93k 576.00 160.83
Ishares Tr Core S&p500 Etf (IVV) 0.0 $92k 10k 9.04
Union Pacific Corporation (UNP) 0.0 $90k 2.2k 41.08
Abbott Laboratories (ABT) 0.0 $88k 834.00 106.00
American Express Company (AXP) 0.0 $86k 106.00 809.92
S&p Global (SPGI) 0.0 $85k 80.00 1064.69
Corteva (CTVA) 0.0 $85k 314.00 270.09
Ishares Tr Msci Eafe Etf (EFA) 0.0 $85k 200.00 423.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $84k 155.00 543.23
Micron Technology (MU) 0.0 $84k 5.2k 16.13
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $82k 7.9k 10.40
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $78k 130.00 602.55
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $77k 16k 4.92
Johnson & Johnson (JNJ) 0.0 $75k 3.7k 20.10
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $73k 54k 1.34
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $73k 46k 1.60
Novartis Sponsored Adr (NVS) 0.0 $71k 50.00 1410.64
Northern Trust Corporation (NTRS) 0.0 $70k 45.00 1552.60
Lockheed Martin Corporation (LMT) 0.0 $69k 417.00 165.21
Ishares Tr National Mun Etf (MUB) 0.0 $68k 144.00 473.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $68k 70.00 963.60
Boeing Company (BA) 0.0 $66k 8.2k 8.02
Us Bancorp Del Com New (USB) 0.0 $66k 100.00 657.04
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $66k 258.00 253.71
AeroVironment (AVAV) 0.0 $65k 50.00 1291.06
Eli Lilly & Co. (LLY) 0.0 $63k 100.00 633.29
Intuit (INTU) 0.0 $57k 300.00 188.94
Select Sector Spdr Tr Energy (XLE) 0.0 $56k 100.00 562.85
Intel Corporation (INTC) 0.0 $56k 193.00 291.26
Home Depot (HD) 0.0 $56k 151.00 367.63
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $54k 500.00 106.99
Cbre Group Cl A (CBRE) 0.0 $52k 1.0k 51.84
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $50k 640.00 78.29
Rockwell Automation (ROK) 0.0 $47k 1.1k 42.09
O'reilly Automotive (ORLY) 0.0 $47k 400.00 117.25
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $47k 298.00 155.98
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.0 $47k 3.00 15485.00
Progressive Corporation (PGR) 0.0 $46k 404.00 114.92
Ishares Tr U.s. Tech Etf (IYW) 0.0 $46k 175.00 265.25
Exxon Mobil Corporation (XOM) 0.0 $46k 54.00 853.17
Servicenow (NOW) 0.0 $46k 400.00 115.03
McDonald's Corporation (MCD) 0.0 $46k 139.00 330.13
Brown Forman Corp CL B (BF.B) 0.0 $45k 500.00 90.43
Kraft Heinz (KHC) 0.0 $45k 144.00 313.12
At&t (T) 0.0 $44k 87.00 509.06
Unilever Spon Adr New 0.0 $43k 379.00 113.48
Cummins (CMI) 0.0 $42k 3.2k 13.20
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $42k 50.00 833.48
Texas Instruments Incorporated (TXN) 0.0 $42k 35.00 1186.37
American Tower Reit (AMT) 0.0 $41k 6.00 6790.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $38k 32.00 1185.19
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $37k 263.00 140.90
Southern Company (SO) 0.0 $37k 203.00 182.07
Pilgrim's Pride Corporation (PPC) 0.0 $37k 30k 1.21
Danaher Corporation (DHR) 0.0 $35k 74.00 469.62
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB) 0.0 $35k 129k 0.27
Cisco Systems (CSCO) 0.0 $34k 245.00 139.63
Zimmer Holdings (ZBH) 0.0 $34k 343.00 98.74
Ishares Tr U.s. Finls Etf (IYF) 0.0 $34k 102.00 329.02
Intercontinental Exchange (ICE) 0.0 $33k 612.00 53.13
CSX Corporation (CSX) 0.0 $32k 100.00 319.59
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $32k 3.2k 9.88
Honeywell International (HON) 0.0 $32k 365.00 87.08
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $31k 10k 3.09
Ishares Tr Core Div Grwth (DGRO) 0.0 $31k 114k 0.27
Morgan Stanley Com New (MS) 0.0 $31k 30.00 1017.37
Vanguard Index Fds Growth Etf (VUG) 0.0 $30k 72.00 420.11
Colgate-Palmolive Company (CL) 0.0 $30k 349.00 85.90
Charles Schwab Corporation (SCHW) 0.0 $30k 1.3k 23.03
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $29k 1.00 29218.00
Shell Spon Ads (SHEL) 0.0 $29k 3.00 9537.33
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $28k 8.9k 3.16
Autodesk (ADSK) 0.0 $28k 3.0k 9.15
Northrop Grumman Corporation (NOC) 0.0 $27k 550.00 49.85
Carrier Global Corporation (CARR) 0.0 $26k 120.00 220.40
Fs Kkr Capital Corp (FSK) 0.0 $26k 1.3k 20.51
Ishares Msci Emrg Chn (EMXC) 0.0 $26k 24k 1.07
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $26k 688.00 37.41
Raymond James Financial (RJF) 0.0 $26k 53.00 485.25
Vanguard Index Fds Small Cp Etf (VB) 0.0 $26k 4.8k 5.34
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $25k 228.00 111.60
Baxter International (BAX) 0.0 $25k 90.00 281.66
Citigroup Com New (C) 0.0 $25k 253.00 98.42
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $25k 450.00 55.31
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $25k 258.00 96.45
Ishares Core Msci Emkt (IEMG) 0.0 $25k 383.00 64.54
Heico Corp Cl A (HEI.A) 0.0 $24k 799.00 29.58
Kellogg Company (K) 0.0 $23k 456.00 50.02
Parker-Hannifin Corporation (PH) 0.0 $23k 4.00 5686.25
LKQ Corporation (LKQ) 0.0 $21k 138.00 154.91
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $21k 179.00 118.35
Marathon Petroleum Corp (MPC) 0.0 $20k 405.00 49.03
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $19k 550.00 35.27
salesforce (CRM) 0.0 $19k 50.00 379.88
Flex Ord (FLEX) 0.0 $19k 1.8k 10.83
Anthem (ELV) 0.0 $18k 83.00 221.90
Snap-on Incorporated (SNA) 0.0 $18k 25.00 734.68
Kkr & Co (KKR) 0.0 $18k 1.7k 10.50
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $18k 8.1k 2.22
Adobe Systems Incorporated (ADBE) 0.0 $18k 5.00 3527.60
Devon Energy Corporation (DVN) 0.0 $18k 808.00 21.70
General Mills (GIS) 0.0 $18k 6.7k 2.60
Caci Intl Cl A (CACI) 0.0 $18k 353.00 49.46
TransDigm Group Incorporated (TDG) 0.0 $17k 19.00 901.84
Valero Energy Corporation (VLO) 0.0 $17k 3.7k 4.65
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $17k 482.00 35.20
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.0 $17k 100.00 168.96
Becton, Dickinson and (BDX) 0.0 $17k 160.00 105.29
Palantir Technologies Cl A (PLTR) 0.0 $17k 30.00 553.37
Duke Energy Corp Com New (DUK) 0.0 $17k 33.00 502.52
Waters Corporation (WAT) 0.0 $17k 210.00 78.52
Select Sector Spdr Tr Technology (XLK) 0.0 $16k 50.00 323.26
Natera (NTRA) 0.0 $16k 5.00 3219.40
FirstEnergy (FE) 0.0 $16k 2.00 7746.50
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $15k 24k 0.64
Smucker J M Com New (SJM) 0.0 $15k 53.00 286.87
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $15k 257.00 58.98
Campbell Soup Company (CPB) 0.0 $14k 2.5k 5.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $14k 30.00 475.07
Copart (CPRT) 0.0 $14k 500.00 28.42
Darden Restaurants (DRI) 0.0 $14k 24.00 586.96
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $14k 465.00 30.18
Cabot Oil & Gas Corporation (CTRA) 0.0 $14k 94.00 145.43
T Rowe Price Etf Price Grw Stock (TGRW) 0.0 $14k 42.00 325.36
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $14k 170.00 79.78
Amplify Etf Tr Blockchain Ldr (BLOK) 0.0 $13k 300.00 44.69
Sap Se Spon Adr (SAP) 0.0 $13k 310.00 43.10
Cadence Bank 0.0 $13k 6.9k 1.93
Medtronic SHS (MDT) 0.0 $13k 2.2k 6.00
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $13k 1.4k 9.76
Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $13k 408.00 32.25
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $13k 2.8k 4.59
Moderna (MRNA) 0.0 $13k 230.00 56.15
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $13k 137.00 93.66
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $13k 300.00 42.68
FedEx Corporation (FDX) 0.0 $13k 5.7k 2.27
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.0 $13k 85.00 150.07
Live Nation Entertainment (LYV) 0.0 $13k 700.00 18.21
Eaton Corp SHS (ETN) 0.0 $12k 57.00 216.68
W.R. Berkley Corporation (WRB) 0.0 $12k 712.00 17.22
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $12k 1.2k 9.53
Constellation Brands Cl A (STZ) 0.0 $12k 316.00 37.08
Brown & Brown (BRO) 0.0 $12k 42.00 276.90
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $12k 24k 0.48
Casella Waste Sys Cl A (CWST) 0.0 $11k 2.4k 4.73
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.0 $11k 235.00 48.40
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $11k 113.00 100.00
Comcast Corp Cl A (CMCSA) 0.0 $11k 215.00 51.00
Peoples Ban (PEBO) 0.0 $11k 2.2k 4.87
West Pharmaceutical Services (WST) 0.0 $11k 270.00 38.87
International Paper Company (IP) 0.0 $11k 83.00 126.42
Molson Coors Beverage CL B (TAP) 0.0 $10k 143.00 72.72
Ark Etf Tr Innovation Etf (ARKK) 0.0 $10k 1.6k 6.60
Reinsurance Grp Of America I Com New (RGA) 0.0 $10k 350.00 29.09
Main Street Capital Corporation (MAIN) 0.0 $9.9k 103.00 96.13
Uber Technologies (UBER) 0.0 $9.8k 726.00 13.49
Crispr Therapeutics Namen Akt (CRSP) 0.0 $9.7k 129.00 75.36
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $9.6k 343.00 27.86
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.0 $9.5k 340.00 28.05
American Centy Etf Tr Avantis Us Mid C (AVMC) 0.0 $9.5k 1.4k 6.66
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.0 $9.4k 124.00 75.61
Vanguard Index Fds Value Etf (VTV) 0.0 $9.4k 26k 0.36
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $9.2k 680.00 13.60
GSK Sponsored Adr (GSK) 0.0 $9.2k 50.00 183.68
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.0 $9.0k 20.00 451.80
Mondelez Intl Cl A (MDLZ) 0.0 $9.0k 192.00 46.74
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $8.9k 4.6k 1.93
C3 Ai Cl A (AI) 0.0 $8.7k 35.00 247.71
Key (KEY) 0.0 $8.5k 140.00 60.88
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.0 $8.5k 86.00 99.06
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $8.5k 908.00 9.38
Metropcs Communications (TMUS) 0.0 $8.4k 13.00 644.54
CSG Systems International (CSGS) 0.0 $8.4k 900.00 9.29
American Intl Group Com New (AIG) 0.0 $8.3k 210.00 39.63
Oneok (OKE) 0.0 $8.2k 500.00 16.49
MetLife (MET) 0.0 $8.2k 500.00 16.47
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.0 $8.0k 80.00 100.35
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $7.9k 286.00 27.59
Wisdomtree Tr Artificial Intel (WTAI) 0.0 $7.7k 125.00 61.70
Turning Pt Brands (TPB) 0.0 $7.4k 14.00 530.07
Tyler Technologies (TYL) 0.0 $7.3k 100.00 73.25
Ishares Tr Russell 2000 Etf (IWM) 0.0 $7.3k 590.00 12.30
Backblaze Com Cl A (BLZE) 0.0 $7.0k 23k 0.31
Starbucks Corporation (SBUX) 0.0 $6.9k 1.0k 6.94
Phillips 66 (PSX) 0.0 $6.8k 900.00 7.56
WesBan (WSBC) 0.0 $6.8k 40.00 169.57
Oxford Lane Cap Corp (OXLC) 0.0 $6.8k 91.00 74.42
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $6.6k 303.00 21.89
Southwest Airlines (LUV) 0.0 $6.5k 1.00 6487.00
Agilent Technologies Inc C ommon (A) 0.0 $6.4k 16.00 401.88
Cipher Mining (CIFR) 0.0 $6.3k 500.00 12.59
Viking Holdings Ord Shs (VIK) 0.0 $6.2k 35.00 177.60
Huntington Bancshares Incorporated (HBAN) 0.0 $6.2k 1.7k 3.67
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $6.1k 237.00 25.86
Chewy Cl A (CHWY) 0.0 $6.1k 500.00 12.14
Netflix (NFLX) 0.0 $6.0k 4.3k 1.38
Texas Roadhouse (TXRH) 0.0 $5.8k 50.00 116.32
Cormedix Inc cormedix (CRMD) 0.0 $5.8k 1.3k 4.64
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $5.8k 265.00 21.70
Eos Energy Enterprises Com Cl A (EOSE) 0.0 $5.7k 29.00 196.38
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.0 $5.7k 156.00 36.38
Oppfi Com Cl A (OPFI) 0.0 $5.7k 4.3k 1.32
Accel Entertainment Com Cl A1 (ACEL) 0.0 $5.5k 50.00 110.70
Trust For Professional Man Jensen Quality (JGRW) 0.0 $5.5k 75.00 72.77
Ofs Credit Company (OCCI) 0.0 $5.4k 88.00 61.48
Argan (AGX) 0.0 $5.4k 120.00 45.01
Select Sector Spdr Tr Financial (XLF) 0.0 $5.4k 8.00 673.38
Travelers Companies (TRV) 0.0 $5.3k 200.00 26.53
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.0 $5.1k 300.00 17.03
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $5.1k 211.00 24.00
PPL Corporation (PPL) 0.0 $4.9k 3.7k 1.31
Dollar General (DG) 0.0 $4.9k 134.00 36.25
Nexxen Intl Shs New (NEXN) 0.0 $4.6k 65.00 71.15
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $4.6k 112.00 40.73
Air Products & Chemicals (APD) 0.0 $4.4k 20.00 220.55
Aptiv Com Shs (APTV) 0.0 $4.3k 25.00 172.44
Proshares Tr S&p Mdcp 400 Div (REGL) 0.0 $4.3k 565.00 7.63
ConAgra Foods (CAG) 0.0 $4.3k 87.00 48.99
Textron (TXT) 0.0 $4.2k 452.00 9.35
Cracker Barrel Old Country Store (CBRL) 0.0 $4.1k 150.00 27.61
Compass Minerals International (CMP) 0.0 $4.1k 233.00 17.70
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $4.0k 371.00 10.90
Hanesbrands (HBI) 0.0 $4.0k 93.00 42.52
Joby Aviation Common Stock (JOBY) 0.0 $3.8k 403.00 9.41
Teledyne Technologies Incorporated (TDY) 0.0 $3.5k 528.00 6.66
Bitdeer Technologies Group Cl A Ord Shs (BTDR) 0.0 $3.4k 160.00 21.36
Gra (GGG) 0.0 $3.4k 775.00 4.39
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.0 $3.3k 201.00 16.36
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $3.1k 1.0k 3.08
Embraer Sponsored Ads (EMBJ) 0.0 $3.0k 1.6k 1.87
Ameriprise Financial (AMP) 0.0 $2.9k 3.3k 0.91
Novo-nordisk A S Adr (NVO) 0.0 $2.8k 20.00 138.75
Msc Indl Direct Cl A (MSM) 0.0 $2.8k 100.00 27.65
Gxo Logistics Incorporated Common Stock (GXO) 0.0 $2.6k 600.00 4.41
Cherry Hill Mort (CHMI) 0.0 $2.5k 150.00 16.60
Airbnb Com Cl A (ABNB) 0.0 $2.4k 2.5k 0.99
Evergy (EVRG) 0.0 $2.2k 409.00 5.39
Tidal Trust Iii Azoria 500 Merit 0.0 $2.1k 35.00 61.00
Biogen Idec (BIIB) 0.0 $2.1k 200.00 10.51
Richtech Robotics CL B (RR) 0.0 $1.5k 135.00 11.13
Embecta Corp Common Stock (EMBC) 0.0 $1.4k 50.00 28.22
Delta Air Lines Inc Del Com New (DAL) 0.0 $1.4k 500.00 2.72
Brown Forman Corp Cl A (BF.A) 0.0 $1.1k 1.7k 0.69
Sherwin-Williams Company (SHW) 0.0 $1.0k 12.00 86.58
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.0 $1.0k 1.7k 0.58
PetMed Express (PETS) 0.0 $1.0k 5.6k 0.18
Sutro Biopharma 0.0 $869.000000 5.00 173.80
Advanced Micro Devices (AMD) 0.0 $808.991500 205.00 3.95
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $719.986500 965.00 0.75
Lucid Group Com New (LCID) 0.0 $714.000000 25.00 28.56
Sofi Technologies (SOFI) 0.0 $661.000000 4.00 165.25
Bigbear Ai Hldgs (BBAI) 0.0 $652.000500 15.00 43.47
Ge Vernova (GEV) 0.0 $614.988100 347.00 1.77
Upwork (UPWK) 0.0 $464.966500 1.3k 0.35
Vodafone Group Sponsored Adr (VOD) 0.0 $463.951500 1.1k 0.42
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $338.010000 2.9k 0.12
Five Below (FIVE) 0.0 $309.996000 327.00 0.95
Block Cl A (XYZ) 0.0 $289.996200 306.00 0.95
Siriusxm Holdings Common Stock (SIRI) 0.0 $280.000000 140.00 2.00
Symbotic Class A Com (SYM) 0.0 $269.943100 1.4k 0.19
Paypal Holdings (PYPL) 0.0 $268.983500 355.00 0.76
Archer Aviation Com Cl A (ACHR) 0.0 $240.000000 20.00 12.00
Spdr Series Trust Portfolio S&p500 (SPYM) 0.0 $236.000000 800.00 0.29
Coeur Mng Com New (CDE) 0.0 $151.012500 375.00 0.40
Virgin Galactic Holdings Com New (SPCE) 0.0 $135.960000 824.00 0.17
Humankind Benefit Corporatio Humankind Us Stk (HKND) 0.0 $106.994300 353.00 0.30
Kyndryl Hldgs Common Stock (KD) 0.0 $91.002600 78.00 1.17
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.0 $74.995200 126.00 0.60
Soundhound Ai Class A Com (SOUN) 0.0 $65.013000 390.00 0.17
Nike CL B (NKE) 0.0 $39.990000 516.00 0.08
Sealsq Corp Ord Shs (LAES) 0.0 $37.989000 630.00 0.06
Pharmacyte Biotech Com New (PMCB) 0.0 $1.000000 50.00 0.02
Nice Sponsored Adr (NICE) 0.0 $0 0 0.00