Acumen Wealth Advisors as of March 31, 2026
Portfolio Holdings for Acumen Wealth Advisors
Acumen Wealth Advisors holds 439 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 13.4 | $50M | 76k | 653.21 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 9.3 | $35M | 348k | 99.27 | |
| Microsoft Corporation (MSFT) | 3.7 | $14M | 38k | 370.17 | |
| Apple (AAPL) | 3.5 | $13M | 51k | 253.79 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $13M | 43k | 287.56 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.1 | $12M | 182k | 64.08 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.8 | $11M | 85k | 124.31 | |
| Meta Platforms Cl A (META) | 2.6 | $9.7M | 17k | 572.13 | |
| Amazon (AMZN) | 2.5 | $9.1M | 44k | 208.27 | |
| Johnson & Johnson (JNJ) | 2.3 | $8.7M | 36k | 244.43 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $8.6M | 18k | 479.20 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.3 | $8.6M | 25k | 339.41 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.2 | $8.3M | 167k | 49.89 | |
| Lam Research Corp Com New (LRCX) | 2.1 | $7.7M | 36k | 213.97 | |
| Broadcom (AVGO) | 2.1 | $7.7M | 25k | 309.51 | |
| NVIDIA Corporation (NVDA) | 1.8 | $6.9M | 39k | 174.40 | |
| Thermo Fisher Scientific (TMO) | 1.7 | $6.2M | 13k | 492.30 | |
| Visa Com Cl A (V) | 1.4 | $5.3M | 18k | 302.24 | |
| Us Bancorp Com New (USB) | 1.3 | $4.9M | 94k | 52.53 | |
| Cass Information Systems (CASS) | 1.3 | $4.7M | 106k | 44.02 | |
| Abbott Laboratories (ABT) | 1.2 | $4.6M | 45k | 102.67 | |
| Eli Lilly & Co. (LLY) | 1.1 | $4.0M | 4.4k | 919.77 | |
| Texas Instruments Incorporated (TXN) | 1.1 | $3.9M | 20k | 194.14 | |
| salesforce (CRM) | 1.0 | $3.8M | 20k | 186.67 | |
| Coca-Cola Company (KO) | 1.0 | $3.7M | 49k | 76.65 | |
| Hilton Worldwide Holdings (HLT) | 1.0 | $3.6M | 12k | 304.08 | |
| TJX Companies (TJX) | 1.0 | $3.6M | 22k | 159.70 | |
| Tesla Motors (TSLA) | 0.9 | $3.5M | 9.4k | 371.75 | |
| Merck & Co (MRK) | 0.9 | $3.4M | 27k | 124.07 | |
| Unilever Spon Adr New (UL) | 0.9 | $3.3M | 57k | 57.81 | |
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.9 | $3.2M | 65k | 49.66 | |
| Kla Corp Com New (KLAC) | 0.8 | $3.2M | 2.1k | 1472.41 | |
| Intuitive Surgical Com New (ISRG) | 0.8 | $3.1M | 6.8k | 460.99 | |
| UnitedHealth (UNH) | 0.8 | $3.0M | 11k | 270.59 | |
| Haleon Spon Ads (HLN) | 0.8 | $2.9M | 291k | 10.01 | |
| Uber Technologies (UBER) | 0.8 | $2.9M | 40k | 71.93 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 0.7 | $2.5M | 49k | 50.63 | |
| Cigna Corp (CI) | 0.7 | $2.5M | 9.3k | 266.75 | |
| Quest Diagnostics Incorporated (DGX) | 0.7 | $2.5M | 13k | 195.98 | |
| Netflix (NFLX) | 0.7 | $2.4M | 25k | 96.15 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $2.3M | 12k | 198.29 | |
| Constellation Brands Cl A (STZ) | 0.6 | $2.1M | 14k | 150.00 | |
| Sap Se Spon Adr (SAP) | 0.6 | $2.1M | 12k | 171.21 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $2.1M | 7.2k | 294.17 | |
| Anthem (ELV) | 0.5 | $2.0M | 6.9k | 292.75 | |
| Rbb Fund Trust First Eagle Over (FEOE) | 0.5 | $1.8M | 36k | 50.46 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.5M | 3.1k | 499.66 | |
| American Centy Etf Tr Avantis All Int (AVNM) | 0.4 | $1.5M | 20k | 76.17 | |
| Synopsys (SNPS) | 0.4 | $1.3M | 3.4k | 396.48 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.3M | 10k | 124.48 | |
| Raytheon Technologies Corp | 0.3 | $1.2M | 6.5k | 192.90 | |
| Tradeweb Mkts Cl A (TW) | 0.3 | $1.2M | 10k | 117.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.2M | 4.1k | 286.86 | |
| Diageo Spon Adr New (DEO) | 0.3 | $1.1M | 15k | 74.45 | |
| Ge Vernova (GEV) | 0.3 | $1.1M | 1.3k | 873.20 | |
| Micron Technology (MU) | 0.3 | $1.1M | 3.3k | 337.99 | |
| Eaton Corp SHS (ETN) | 0.3 | $1.1M | 3.1k | 357.67 | |
| Nextera Energy (NEE) | 0.3 | $1.1M | 12k | 92.88 | |
| Blackrock (BLK) | 0.3 | $1.1M | 1.1k | 961.71 | |
| Dell Technologies CL C (DELL) | 0.3 | $1.1M | 6.4k | 164.13 | |
| Citigroup Com New (C) | 0.3 | $1.0M | 9.2k | 113.41 | |
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $1.0M | 21k | 50.34 | |
| Wells Fargo & Company (WFC) | 0.3 | $1.0M | 13k | 79.61 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $989k | 1.1k | 895.24 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $976k | 5.8k | 169.66 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $929k | 703.00 | 1320.83 | |
| Abbvie (ABBV) | 0.2 | $918k | 4.2k | 217.47 | |
| Gilead Sciences (GILD) | 0.2 | $886k | 6.4k | 139.37 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $876k | 7.2k | 121.19 | |
| Arista Networks Com Shs (ANET) | 0.2 | $874k | 7.1k | 122.78 | |
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $871k | 3.5k | 250.58 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $862k | 23k | 38.10 | |
| Vanguard Mun Bd Fds Short Tax Exempt (VSDM) | 0.2 | $844k | 11k | 76.29 | |
| Targa Res Corp (TRGP) | 0.2 | $830k | 3.3k | 250.73 | |
| Williams Companies (WMB) | 0.2 | $828k | 11k | 72.78 | |
| Metropcs Communications (TMUS) | 0.2 | $818k | 3.9k | 210.03 | |
| Servicenow (NOW) | 0.2 | $813k | 7.8k | 104.55 | |
| Caterpillar (CAT) | 0.2 | $695k | 981.00 | 708.46 | |
| Constellation Energy (CEG) | 0.2 | $693k | 2.5k | 279.25 | |
| Amphenol Corp Cl A (APH) | 0.2 | $667k | 5.3k | 126.56 | |
| Linde SHS (LIN) | 0.2 | $660k | 1.3k | 495.76 | |
| Equinix (EQIX) | 0.2 | $655k | 668.00 | 980.24 | |
| Ralph Lauren Corp Cl A (RL) | 0.2 | $647k | 1.9k | 344.88 | |
| Freeport Mcmoran CL B (FCX) | 0.2 | $608k | 10k | 58.78 | |
| Agnico (AEM) | 0.2 | $607k | 3.0k | 202.98 | |
| American Tower Reit (AMT) | 0.1 | $552k | 3.2k | 172.58 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $495k | 7.1k | 69.30 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $410k | 2.0k | 208.09 | |
| Deere & Company (DE) | 0.1 | $370k | 654.00 | 564.92 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $317k | 3.3k | 97.13 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $290k | 781.00 | 370.68 | |
| Waste Management (WM) | 0.1 | $284k | 1.2k | 229.79 | |
| Home Depot (HD) | 0.1 | $275k | 837.00 | 328.89 | |
| First Horizon National Corporation (FHN) | 0.1 | $260k | 11k | 22.93 | |
| Goldman Sachs (GS) | 0.1 | $256k | 303.00 | 845.99 | |
| Corning Incorporated (GLW) | 0.1 | $242k | 1.8k | 135.97 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $239k | 2.7k | 88.16 | |
| Costco Wholesale Corporation (COST) | 0.1 | $204k | 205.00 | 997.29 | |
| Procter & Gamble Company (PG) | 0.1 | $200k | 1.4k | 144.44 | |
| Republic Services (RSG) | 0.1 | $197k | 900.00 | 219.02 | |
| Philip Morris International (PM) | 0.1 | $196k | 1.2k | 166.81 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $186k | 1.4k | 132.90 | |
| Travelers Companies equities | 0.0 | $184k | 631.00 | 291.68 | |
| Pinnacle Finl Partners (PNFP) | 0.0 | $178k | 2.1k | 86.14 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $166k | 2.5k | 67.53 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $158k | 6.8k | 23.22 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $149k | 2.6k | 57.07 | |
| Chevron Corporation (CVX) | 0.0 | $145k | 702.00 | 206.90 | |
| At&t (T) | 0.0 | $138k | 4.8k | 28.99 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $137k | 1.0k | 130.95 | |
| Oracle Corporation (ORCL) | 0.0 | $134k | 908.00 | 147.11 | |
| Lowe's Companies (LOW) | 0.0 | $130k | 551.00 | 236.28 | |
| Chesapeake Energy Corp (EXE) | 0.0 | $129k | 1.2k | 109.78 | |
| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $128k | 1.5k | 86.68 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $126k | 4.1k | 30.68 | |
| McDonald's Corporation (MCD) | 0.0 | $119k | 383.00 | 310.79 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $113k | 254.00 | 446.54 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $113k | 263.00 | 430.29 | |
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $113k | 2.4k | 46.07 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $111k | 184.00 | 604.39 | |
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $111k | 1.1k | 99.97 | |
| FedEx Corporation (FDX) | 0.0 | $107k | 300.00 | 357.86 | |
| Regions Financial Corporation (RF) | 0.0 | $107k | 4.0k | 26.49 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $107k | 1.6k | 68.47 | |
| Flowserve Corporation (FLS) | 0.0 | $101k | 1.4k | 73.73 | |
| Qualcomm (QCOM) | 0.0 | $99k | 767.00 | 128.78 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $99k | 905.00 | 108.98 | |
| Altria (MO) | 0.0 | $98k | 1.5k | 67.05 | |
| Becton, Dickinson and (BDX) | 0.0 | $98k | 620.00 | 157.23 | |
| Alliant Energy Corporation (LNT) | 0.0 | $97k | 1.4k | 71.76 | |
| Pepsi (PEP) | 0.0 | $92k | 592.00 | 155.29 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $90k | 1.3k | 70.35 | |
| Enterprise Products Partners (EPD) | 0.0 | $88k | 2.3k | 37.84 | |
| Walt Disney Company (DIS) | 0.0 | $80k | 826.00 | 96.38 | |
| Gmo Etf Trust Gmo Us Quality E (QLTY) | 0.0 | $79k | 2.2k | 36.26 | |
| Cisco Systems (CSCO) | 0.0 | $74k | 954.00 | 77.59 | |
| Pfizer (PFE) | 0.0 | $74k | 2.6k | 28.08 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $71k | 2.3k | 30.97 | |
| PNC Financial Services (PNC) | 0.0 | $71k | 340.00 | 208.09 | |
| Amgen (AMGN) | 0.0 | $70k | 200.00 | 351.85 | |
| Ciena Corp Com New (CIEN) | 0.0 | $66k | 171.00 | 388.23 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $66k | 703.00 | 93.98 | |
| Marsh & McLennan Companies (MRSH) | 0.0 | $61k | 354.00 | 173.45 | |
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $59k | 500.00 | 117.66 | |
| Advanced Micro Devices (AMD) | 0.0 | $59k | 288.00 | 203.43 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $58k | 181.00 | 320.85 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $53k | 681.00 | 77.11 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $51k | 350.00 | 146.28 | |
| Bank of America Corporation (BAC) | 0.0 | $49k | 1.0k | 48.75 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $49k | 79.00 | 618.28 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $49k | 1.6k | 30.50 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $47k | 777.00 | 61.05 | |
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $46k | 861.00 | 52.85 | |
| Automatic Data Processing (ADP) | 0.0 | $44k | 215.00 | 204.88 | |
| Myr (MYRG) | 0.0 | $44k | 155.00 | 282.32 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $43k | 1.1k | 38.42 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $41k | 196.00 | 209.02 | |
| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $41k | 329.00 | 123.01 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $39k | 130.00 | 302.25 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $37k | 1.5k | 25.64 | |
| Consolidated Edison (ED) | 0.0 | $37k | 328.00 | 113.18 | |
| Prologis (PLD) | 0.0 | $37k | 279.00 | 132.18 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $37k | 752.00 | 48.93 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $37k | 536.00 | 68.14 | |
| International Business Machines (IBM) | 0.0 | $36k | 150.00 | 242.39 | |
| Spdr Series Trust State Street Spd (XBI) | 0.0 | $36k | 282.00 | 127.73 | |
| Fabrinet SHS (FN) | 0.0 | $36k | 68.00 | 521.53 | |
| CSX Corporation (CSX) | 0.0 | $35k | 845.00 | 41.05 | |
| EOG Resources (EOG) | 0.0 | $34k | 237.00 | 144.57 | |
| Totalenergies Se Act (TTE) | 0.0 | $34k | 372.00 | 91.96 | |
| Cme (CME) | 0.0 | $33k | 113.00 | 295.35 | |
| Cummins (CMI) | 0.0 | $33k | 62.00 | 538.03 | |
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $33k | 400.00 | 82.87 | |
| Kinder Morgan (KMI) | 0.0 | $32k | 966.00 | 33.53 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $32k | 219.00 | 146.61 | |
| Dycom Industries (DY) | 0.0 | $32k | 94.00 | 338.83 | |
| Ishares Msci Taiwan Etf (EWT) | 0.0 | $32k | 447.00 | 70.92 | |
| American Electric Power Company (AEP) | 0.0 | $31k | 236.00 | 131.08 | |
| Tapestry (TPR) | 0.0 | $31k | 218.00 | 141.11 | |
| Watts Water Technologies Cl A (WTS) | 0.0 | $29k | 100.00 | 290.29 | |
| Shell Spon Ads (SHEL) | 0.0 | $29k | 309.00 | 93.00 | |
| Boeing Company (BA) | 0.0 | $29k | 144.00 | 199.03 | |
| Progressive Corporation (PGR) | 0.0 | $29k | 144.00 | 198.24 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $29k | 115.00 | 248.00 | |
| NiSource (NI) | 0.0 | $29k | 610.00 | 46.66 | |
| Addus Homecare Corp (ADUS) | 0.0 | $28k | 300.00 | 93.65 | |
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.0 | $28k | 155.00 | 178.23 | |
| Popular Com New (BPOP) | 0.0 | $27k | 203.00 | 134.92 | |
| Astrazeneca Ord (AZN) | 0.0 | $27k | 137.00 | 197.23 | |
| Howmet Aerospace (HWM) | 0.0 | $27k | 117.00 | 230.46 | |
| Healthequity (HQY) | 0.0 | $27k | 321.00 | 83.57 | |
| Banco Santander Sa Adr (SAN) | 0.0 | $26k | 2.3k | 11.28 | |
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $26k | 328.00 | 78.98 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $26k | 130.00 | 197.88 | |
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $25k | 260.00 | 96.92 | |
| Waters Corporation (WAT) | 0.0 | $25k | 83.00 | 297.81 | |
| Exelixis (EXEL) | 0.0 | $24k | 566.00 | 42.89 | |
| Chart Industries (GTLS) | 0.0 | $24k | 116.00 | 206.75 | |
| Insulet Corporation (PODD) | 0.0 | $24k | 114.00 | 209.84 | |
| Tema Etf Trust Electrification (VOLT) | 0.0 | $24k | 698.00 | 34.24 | |
| Rambus (RMBS) | 0.0 | $24k | 275.00 | 86.03 | |
| AutoZone (AZO) | 0.0 | $24k | 7.00 | 3377.86 | |
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $23k | 1.5k | 15.83 | |
| Caretrust Reit (CTRE) | 0.0 | $23k | 630.00 | 37.04 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $23k | 59.00 | 394.15 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $23k | 936.00 | 24.76 | |
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $23k | 1.1k | 21.68 | |
| Vulcan Materials Company (VMC) | 0.0 | $23k | 83.00 | 272.30 | |
| Paychex (PAYX) | 0.0 | $23k | 244.00 | 92.12 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $22k | 202.00 | 110.21 | |
| TTM Technologies (TTMI) | 0.0 | $22k | 227.00 | 97.42 | |
| Cloudflare Cl A Com (NET) | 0.0 | $22k | 105.00 | 206.34 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $22k | 288.00 | 75.10 | |
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.0 | $22k | 598.00 | 36.12 | |
| Modine Manufacturing (MOD) | 0.0 | $21k | 96.00 | 216.72 | |
| Intel Corporation (INTC) | 0.0 | $21k | 470.00 | 44.13 | |
| Marvell Technology (MRVL) | 0.0 | $21k | 207.00 | 99.05 | |
| Ishares Tr Msci India Etf (INDA) | 0.0 | $21k | 437.00 | 46.84 | |
| Ge Aerospace Com New (GE) | 0.0 | $20k | 71.00 | 284.28 | |
| Onto Innovation (ONTO) | 0.0 | $20k | 98.00 | 205.07 | |
| Global X Fds Global X Silver (SIL) | 0.0 | $20k | 223.00 | 90.08 | |
| Barrick Mng Corp Com Shs (B) | 0.0 | $20k | 485.00 | 40.79 | |
| Western Alliance Bancorporation (WAL) | 0.0 | $20k | 279.00 | 70.85 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $20k | 3.9k | 5.03 | |
| Rocket Cos Com Cl A (RKT) | 0.0 | $19k | 1.4k | 14.25 | |
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $19k | 202.00 | 96.07 | |
| Performance Food (PFGC) | 0.0 | $19k | 226.00 | 85.66 | |
| OSI Systems (OSIS) | 0.0 | $19k | 72.00 | 265.51 | |
| United Sts Oil Units (USO) | 0.0 | $19k | 150.00 | 127.25 | |
| Ensign (ENSG) | 0.0 | $19k | 93.00 | 201.57 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $19k | 187.00 | 99.94 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $19k | 24.00 | 772.67 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $19k | 240.00 | 77.08 | |
| Ftai Aviation SHS (FTAI) | 0.0 | $18k | 74.00 | 245.00 | |
| Archrock (AROC) | 0.0 | $18k | 520.00 | 34.80 | |
| UMB Financial Corporation (UMBF) | 0.0 | $18k | 158.00 | 113.22 | |
| Dollar General (DG) | 0.0 | $18k | 149.00 | 118.73 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $18k | 188.00 | 93.87 | |
| MetLife (MET) | 0.0 | $17k | 244.00 | 70.72 | |
| GSK Sponsored Adr (GSK) | 0.0 | $17k | 304.00 | 55.68 | |
| Advanced Energy Industries (AEIS) | 0.0 | $17k | 52.00 | 322.71 | |
| Ubs Group SHS (UBS) | 0.0 | $17k | 429.00 | 39.07 | |
| NBT Ban (NBTB) | 0.0 | $17k | 391.00 | 42.58 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $16k | 70.00 | 233.27 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $16k | 162.00 | 100.66 | |
| Ishares Tr Copper & Metals | 0.0 | $16k | 340.00 | 47.58 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $16k | 290.00 | 55.53 | |
| M/a (MTSI) | 0.0 | $16k | 72.00 | 222.08 | |
| First Ban (FBNC) | 0.0 | $16k | 278.00 | 56.59 | |
| Hubspot (HUBS) | 0.0 | $16k | 64.00 | 244.11 | |
| Intapp (INTA) | 0.0 | $16k | 603.00 | 25.69 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $15k | 134.00 | 114.99 | |
| Kontoor Brands (KTB) | 0.0 | $15k | 217.00 | 70.29 | |
| Allied Motion Technologies (ALNT) | 0.0 | $15k | 257.00 | 59.12 | |
| SLB Com Stk (SLB) | 0.0 | $15k | 294.00 | 51.67 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $15k | 30.00 | 484.93 | |
| Barclays Adr | 0.0 | $15k | 687.00 | 21.16 | |
| Boston Scientific Corporation (BSX) | 0.0 | $14k | 226.00 | 62.75 | |
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.0 | $14k | 185.00 | 75.47 | |
| Fastenal Company (FAST) | 0.0 | $14k | 299.00 | 46.40 | |
| Api Group Corp Com Stk (APG) | 0.0 | $14k | 340.00 | 40.52 | |
| Progyny | 0.0 | $14k | 806.00 | 16.98 | |
| PPL Corporation (PPL) | 0.0 | $14k | 351.00 | 38.52 | |
| Sitime Corp (SITM) | 0.0 | $14k | 39.00 | 345.36 | |
| Southstate Bk Corp | 0.0 | $13k | 145.00 | 92.52 | |
| Sempra Energy (SRE) | 0.0 | $13k | 136.00 | 97.83 | |
| EastGroup Properties (EGP) | 0.0 | $13k | 71.00 | 186.65 | |
| Iren Ordinary Shares (IREN) | 0.0 | $13k | 383.00 | 34.28 | |
| Gulfport Energy Corp Common Shares (GPOR) | 0.0 | $13k | 62.00 | 211.58 | |
| Paccar (PCAR) | 0.0 | $13k | 113.00 | 115.50 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $13k | 452.00 | 28.83 | |
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $13k | 95.00 | 135.49 | |
| Urban Outfitters (URBN) | 0.0 | $13k | 201.00 | 63.35 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $13k | 135.00 | 94.24 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $13k | 77.00 | 161.74 | |
| WesBan (WSBC) | 0.0 | $12k | 358.00 | 34.49 | |
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.0 | $12k | 616.00 | 19.75 | |
| Bristol Myers Squibb (BMY) | 0.0 | $12k | 200.00 | 60.65 | |
| Doordash Cl A (DASH) | 0.0 | $12k | 80.00 | 150.15 | |
| CommVault Systems (CVLT) | 0.0 | $12k | 154.00 | 77.90 | |
| Expro Group Holdings Nv (XPRO) | 0.0 | $12k | 687.00 | 17.41 | |
| Union Pacific Corporation (UNP) | 0.0 | $12k | 49.00 | 242.63 | |
| American Healthcare Reit Com Shs (AHR) | 0.0 | $12k | 250.00 | 47.41 | |
| Sanmina (SANM) | 0.0 | $12k | 91.00 | 129.65 | |
| Intercorp Finl Svcs SHS (IFS) | 0.0 | $12k | 234.00 | 50.20 | |
| Terex Corporation (TEX) | 0.0 | $12k | 196.00 | 59.10 | |
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $12k | 195.00 | 59.31 | |
| Sprouts Fmrs Mkt (SFM) | 0.0 | $12k | 149.00 | 77.13 | |
| ConocoPhillips (COP) | 0.0 | $12k | 87.00 | 132.00 | |
| Tractor Supply Company (TSCO) | 0.0 | $11k | 250.00 | 45.30 | |
| Cognex Corporation (CGNX) | 0.0 | $11k | 227.00 | 48.99 | |
| Ormat Technologies (ORA) | 0.0 | $11k | 99.00 | 111.93 | |
| Air Products & Chemicals (APD) | 0.0 | $11k | 38.00 | 290.50 | |
| Antero Res (AR) | 0.0 | $11k | 260.00 | 42.44 | |
| Kb Finl Group Sponsored Adr (KB) | 0.0 | $11k | 110.00 | 99.74 | |
| Starbucks Corporation (SBUX) | 0.0 | $11k | 120.00 | 89.59 | |
| Sterling Construction Company (STRL) | 0.0 | $11k | 26.00 | 407.31 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $11k | 487.00 | 21.66 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $11k | 151.00 | 69.75 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $10k | 115.00 | 90.68 | |
| Ing Groep Sponsored Adr (ING) | 0.0 | $10k | 398.00 | 26.05 | |
| Regal-beloit Corporation (RRX) | 0.0 | $10k | 55.00 | 187.62 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $10k | 376.00 | 27.40 | |
| Coeur Mng Com New (CDE) | 0.0 | $10k | 546.00 | 18.77 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $9.9k | 141.00 | 70.51 | |
| Pentair SHS (PNR) | 0.0 | $9.8k | 113.00 | 87.11 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $9.7k | 471.00 | 20.70 | |
| Iridium Communications (IRDM) | 0.0 | $9.7k | 348.00 | 27.74 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $9.6k | 77.00 | 125.22 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $9.6k | 63.00 | 152.76 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.0 | $9.5k | 85.00 | 112.29 | |
| Bitwise Solana Staking Etf Com Shs Of Benef (BSOL) | 0.0 | $9.4k | 855.00 | 11.05 | |
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $9.3k | 152.00 | 61.32 | |
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $9.3k | 549.00 | 16.97 | |
| Kirby Corporation (KEX) | 0.0 | $9.3k | 70.00 | 132.89 | |
| Npk International Com Shs (NPKI) | 0.0 | $9.3k | 641.00 | 14.49 | |
| Nvent Elec SHS (NVT) | 0.0 | $9.2k | 78.00 | 118.28 | |
| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.0 | $9.0k | 150.00 | 60.01 | |
| PPG Industries (PPG) | 0.0 | $9.0k | 84.00 | 106.88 | |
| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.0 | $8.9k | 190.00 | 47.00 | |
| Stag Industrial (STAG) | 0.0 | $8.9k | 243.00 | 36.45 | |
| Krystal Biotech (KRYS) | 0.0 | $8.8k | 34.00 | 258.32 | |
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $8.8k | 12.00 | 730.25 | |
| Celestica (CLS) | 0.0 | $8.7k | 31.00 | 281.71 | |
| Netease Sponsored Ads (NTES) | 0.0 | $8.7k | 78.00 | 111.95 | |
| KBR (KBR) | 0.0 | $8.6k | 233.00 | 37.03 | |
| Primerica (PRI) | 0.0 | $8.5k | 34.00 | 250.50 | |
| MKS Instruments (MKSI) | 0.0 | $8.5k | 37.00 | 229.81 | |
| Sensient Technologies Corporation (SXT) | 0.0 | $8.5k | 98.00 | 86.45 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $8.4k | 76.00 | 111.07 | |
| Valero Energy Corporation (VLO) | 0.0 | $8.4k | 34.00 | 247.09 | |
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.0 | $8.4k | 271.00 | 30.89 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $8.3k | 57.00 | 146.37 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $8.2k | 98.00 | 83.99 | |
| Chesapeake Utilities Corporation (CPK) | 0.0 | $8.1k | 64.00 | 127.06 | |
| Viking Holdings Ord Shs (VIK) | 0.0 | $8.1k | 110.00 | 73.48 | |
| Icici Bank Adr (IBN) | 0.0 | $8.0k | 310.00 | 25.90 | |
| Brinker International (EAT) | 0.0 | $8.0k | 56.00 | 142.79 | |
| One Gas (OGS) | 0.0 | $7.9k | 92.00 | 86.13 | |
| Synaptics, Incorporated (SYNA) | 0.0 | $7.8k | 112.00 | 70.04 | |
| F5 Networks (FFIV) | 0.0 | $7.8k | 27.00 | 289.33 | |
| ExlService Holdings (EXLS) | 0.0 | $7.7k | 252.00 | 30.45 | |
| Bitwise Funds Trust Crypto Industry (BITQ) | 0.0 | $7.6k | 405.00 | 18.86 | |
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $7.6k | 105.00 | 72.74 | |
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $7.6k | 110.00 | 69.37 | |
| Hca Holdings (HCA) | 0.0 | $7.6k | 16.00 | 473.25 | |
| Interface (TILE) | 0.0 | $7.5k | 301.00 | 24.95 | |
| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 0.0 | $7.5k | 653.00 | 11.44 | |
| Digital Realty Trust (DLR) | 0.0 | $7.4k | 41.00 | 180.22 | |
| Incyte Corporation (INCY) | 0.0 | $7.3k | 78.00 | 94.13 | |
| Valkyrie Etf Trust Ii Coinshares Bitcn (WGMI) | 0.0 | $7.3k | 210.00 | 34.82 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 0.0 | $7.3k | 112.00 | 65.10 | |
| Yum China Holdings (YUMC) | 0.0 | $7.3k | 149.00 | 48.79 | |
| Frontdoor (FTDR) | 0.0 | $7.2k | 137.00 | 52.86 | |
| CRH Ord (CRH) | 0.0 | $7.2k | 68.00 | 105.51 | |
| Adtalem Global Ed (CVSA) | 0.0 | $7.1k | 62.00 | 115.26 | |
| Vale S A Sponsored Ads | 0.0 | $7.1k | 449.00 | 15.91 | |
| Cameco Corporation (CCJ) | 0.0 | $7.0k | 64.00 | 108.62 | |
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $6.9k | 820.00 | 8.45 | |
| Pennant Group | 0.0 | $6.9k | 227.00 | 30.48 | |
| United Sts Commodity Index F Cm Rep Copp Fd (CPER) | 0.0 | $6.9k | 200.00 | 34.43 | |
| Sharkninja Com Shs (SN) | 0.0 | $6.9k | 65.00 | 105.91 | |
| Astrana Health Com New (ASTH) | 0.0 | $6.9k | 280.00 | 24.52 | |
| Knife River Corp Common Stock (KNF) | 0.0 | $6.9k | 84.00 | 81.65 | |
| Tim S A Sponsored Adr (TIMB) | 0.0 | $6.7k | 253.00 | 26.49 | |
| Nike CL B (NKE) | 0.0 | $6.7k | 125.00 | 53.62 | |
| Commercial Metals Company (CMC) | 0.0 | $6.7k | 109.00 | 61.43 | |
| Cargurus Com Cl A (CARG) | 0.0 | $6.6k | 193.00 | 34.05 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $6.5k | 10.00 | 652.20 | |
| AeroVironment (AVAV) | 0.0 | $6.4k | 35.00 | 183.06 | |
| Ishares Tr 20+ Year Tr Bd (TLTW) | 0.0 | $6.3k | 279.00 | 22.62 | |
| Amplify Etf Tr Blockchain Techn (BLOK) | 0.0 | $5.9k | 119.00 | 49.82 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $5.9k | 410.00 | 14.37 | |
| Manulife Finl Corp (MFC) | 0.0 | $5.8k | 169.00 | 34.44 | |
| Kt Corp Sponsored Adr (KT) | 0.0 | $5.8k | 270.00 | 21.45 | |
| ON Semiconductor (ON) | 0.0 | $5.7k | 92.00 | 61.92 | |
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.0 | $5.7k | 58.00 | 97.55 | |
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $5.6k | 103.00 | 54.55 | |
| Credicorp (BAP) | 0.0 | $5.4k | 16.00 | 339.19 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $5.3k | 75.00 | 71.19 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $5.3k | 669.00 | 7.94 | |
| L3harris Technologies (LHX) | 0.0 | $5.2k | 15.00 | 345.20 | |
| Nutrien (NTR) | 0.0 | $5.2k | 68.00 | 76.01 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $5.1k | 30.00 | 168.87 | |
| Ameris Ban (ABCB) | 0.0 | $4.8k | 62.00 | 78.19 | |
| Stoneco Com Cl A (STNE) | 0.0 | $4.8k | 340.00 | 14.12 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $4.8k | 192.00 | 24.88 | |
| Beone Medicines Sponsored Ads (ONC) | 0.0 | $4.8k | 16.00 | 297.00 | |
| Vici Pptys (VICI) | 0.0 | $4.6k | 164.00 | 27.77 | |
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $4.4k | 40.00 | 110.88 | |
| Booking Holdings (BKNG) | 0.0 | $4.2k | 1.00 | 4211.00 | |
| Ssr Mining (SSRM) | 0.0 | $4.2k | 143.00 | 29.38 | |
| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $4.2k | 3.0k | 1.40 | |
| Rigetti Computing Common Stock (RGTI) | 0.0 | $4.2k | 299.00 | 14.04 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $4.2k | 35.00 | 118.63 | |
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $4.1k | 49.00 | 84.61 | |
| Corecivic (CXW) | 0.0 | $4.0k | 214.00 | 18.91 | |
| Sturm, Ruger & Company (RGR) | 0.0 | $4.0k | 100.00 | 40.09 | |
| PNM Resources (TXNM) | 0.0 | $4.0k | 68.00 | 58.47 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $3.9k | 97.00 | 40.47 | |
| Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) | 0.0 | $3.9k | 172.00 | 22.49 | |
| Essent (ESNT) | 0.0 | $3.9k | 66.00 | 58.45 | |
| Assurant (AIZ) | 0.0 | $3.7k | 17.00 | 217.82 | |
| Ingersoll Rand (IR) | 0.0 | $3.7k | 46.00 | 80.13 | |
| Illinois Tool Works (ITW) | 0.0 | $3.7k | 14.00 | 261.93 | |
| Haemonetics Corporation (HAE) | 0.0 | $3.5k | 62.00 | 56.37 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $3.4k | 36.00 | 93.33 | |
| Five Star Bancorp (FSBC) | 0.0 | $3.3k | 88.00 | 37.73 | |
| Honeywell International (HON) | 0.0 | $3.2k | 14.00 | 226.07 | |
| Topbuild (BLD) | 0.0 | $3.2k | 9.00 | 351.33 | |
| Ferrari Nv Ord (RACE) | 0.0 | $3.0k | 9.00 | 338.56 | |
| Innodata Com New (INOD) | 0.0 | $3.0k | 77.00 | 38.62 | |
| Concentra Group Holdings Par Common Stock (CON) | 0.0 | $3.0k | 138.00 | 21.46 | |
| Goldman Sachs Physical Gold Unit (AAAU) | 0.0 | $2.9k | 63.00 | 46.19 | |
| Amdocs SHS (DOX) | 0.0 | $2.6k | 39.00 | 65.85 | |
| Portland Gen Elec Com New (POR) | 0.0 | $2.5k | 47.00 | 53.30 | |
| Baxter International (BAX) | 0.0 | $2.4k | 142.00 | 16.82 | |
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $2.3k | 24.00 | 94.58 | |
| Cleanspark Com New (CLSK) | 0.0 | $2.3k | 265.00 | 8.51 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.0k | 7.00 | 287.29 | |
| Celsius Hldgs Com New (CELH) | 0.0 | $2.0k | 55.00 | 35.49 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $1.9k | 24.00 | 78.83 | |
| Organon & Co Common Stock (OGN) | 0.0 | $1.8k | 304.00 | 5.99 | |
| Nio Spon Ads (NIO) | 0.0 | $1.8k | 300.00 | 6.03 | |
| Oklo Com Cl A (OKLO) | 0.0 | $1.6k | 32.00 | 49.59 | |
| Dr Reddys Labs Adr (RDY) | 0.0 | $1.5k | 105.00 | 13.86 | |
| Appfolio Com Cl A (APPF) | 0.0 | $1.4k | 9.00 | 157.89 | |
| Indie Semiconductor Class A Com (INDI) | 0.0 | $1.3k | 410.00 | 3.22 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $1.3k | 3.00 | 426.67 | |
| Delta Air Lines Com New (DAL) | 0.0 | $1.3k | 19.00 | 66.53 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $1.0k | 21.00 | 49.81 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $942.000000 | 3.00 | 314.00 | |
| Tko Group Holdings Cl A (TKO) | 0.0 | $807.000000 | 4.00 | 201.75 | |
| Vera Bradley (VRA) | 0.0 | $316.000000 | 100.00 | 3.16 | |
| Sweetgreen Com Cl A (SG) | 0.0 | $151.000100 | 29.00 | 5.21 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $76.000000 | 5.00 | 15.20 | |
| Lucid Group Com New (LCID) | 0.0 | $48.000000 | 5.00 | 9.60 | |
| Draftkings Com Cl A (DKNG) | 0.0 | $22.000000 | 1.00 | 22.00 | |
| Workhorse Group Com New (WKHS) | 0.0 | $4.000000 | 1.00 | 4.00 |