Albion Financial Group as of Sept. 30, 2025
Portfolio Holdings for Albion Financial Group
Albion Financial Group holds 651 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 |
|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 12.2 | $202M | 330k | 612.38 | |
| Apple (AAPL) | 5.2 | $87M | 340k | 254.63 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 5.1 | $84M | 874k | 96.55 | |
| Microsoft Corporation (MSFT) | 4.4 | $72M | 140k | 517.95 | |
| NVIDIA Corporation (NVDA) | 3.4 | $56M | 301k | 186.58 | |
| Amazon (AMZN) | 3.3 | $55M | 251k | 219.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $47M | 192k | 243.10 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.3 | $38M | 319k | 118.83 | |
| Broadcom (AVGO) | 2.2 | $36M | 109k | 329.91 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.1 | $35M | 588k | 60.03 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.0 | $32M | 453k | 71.37 | |
| Blackrock (BLK) | 1.9 | $32M | 28k | 1165.88 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $31M | 97k | 315.43 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.7 | $28M | 1.0M | 27.30 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.7 | $28M | 351k | 79.93 | |
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.6 | $27M | 598k | 45.67 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.6 | $27M | 534k | 50.78 | |
| Oracle Corporation (ORCL) | 1.5 | $26M | 91k | 281.24 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $25M | 37k | 666.18 | |
| Visa Com Cl A (V) | 1.4 | $24M | 69k | 341.38 | |
| Costco Wholesale Corporation (COST) | 1.3 | $21M | 23k | 925.64 | |
| Amphenol Corp Cl A (APH) | 1.2 | $21M | 166k | 123.75 | |
| Cisco Systems (CSCO) | 1.2 | $20M | 297k | 68.42 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $20M | 40k | 502.74 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $19M | 31k | 600.38 | |
| Fiserv (FI) | 1.1 | $19M | 144k | 128.93 | |
| Meta Platforms Cl A (META) | 1.1 | $18M | 24k | 734.38 | |
| Ishares Tr Ishares Biotech (IBB) | 1.1 | $18M | 123k | 144.37 | |
| Quanta Services (PWR) | 1.1 | $18M | 42k | 414.42 | |
| TJX Companies (TJX) | 1.0 | $17M | 120k | 144.54 | |
| Uber Technologies (UBER) | 1.0 | $17M | 174k | 97.97 | |
| Ge Aerospace Com New (GE) | 1.0 | $16M | 53k | 300.82 | |
| Home Depot (HD) | 1.0 | $16M | 39k | 405.19 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $15M | 30k | 499.21 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $13M | 61k | 215.79 | |
| Honeywell International (HON) | 0.8 | $13M | 62k | 210.50 | |
| Starbucks Corporation (SBUX) | 0.8 | $13M | 149k | 84.60 | |
| Walt Disney Company (DIS) | 0.8 | $13M | 110k | 114.50 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $12M | 49k | 246.60 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $12M | 25k | 485.01 | |
| Ishares Tr National Mun Etf (MUB) | 0.7 | $12M | 113k | 106.49 | |
| Republic Services (RSG) | 0.7 | $12M | 51k | 229.48 | |
| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.7 | $11M | 120k | 93.80 | |
| salesforce (CRM) | 0.7 | $11M | 46k | 237.00 | |
| Abbvie (ABBV) | 0.6 | $11M | 46k | 231.54 | |
| Morgan Stanley Com New (MS) | 0.6 | $10M | 65k | 158.96 | |
| McDonald's Corporation (MCD) | 0.6 | $9.2M | 30k | 303.89 | |
| Union Pacific Corporation (UNP) | 0.5 | $8.5M | 36k | 236.37 | |
| Qualcomm (QCOM) | 0.5 | $8.2M | 49k | 166.36 | |
| Ishares Tr Paris Aligned Cl (PABU) | 0.5 | $8.2M | 113k | 71.87 | |
| Southern Company (SO) | 0.5 | $7.8M | 83k | 94.77 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.5 | $7.7M | 87k | 88.96 | |
| Ge Vernova (GEV) | 0.5 | $7.7M | 13k | 614.90 | |
| Amgen (AMGN) | 0.5 | $7.5M | 27k | 282.20 | |
| Wec Energy Group (WEC) | 0.4 | $7.3M | 64k | 114.59 | |
| Tcw Etf Trust Transform System (PWRD) | 0.4 | $7.2M | 74k | 97.69 | |
| Medtronic SHS (MDT) | 0.4 | $6.8M | 72k | 95.24 | |
| Paychex (PAYX) | 0.4 | $6.7M | 53k | 126.76 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $6.1M | 33k | 183.73 | |
| Main Street Capital Corporation (MAIN) | 0.4 | $6.0M | 95k | 63.59 | |
| Spdr Series Trust Spdr Msci Usa Ge (SHE) | 0.4 | $5.9M | 46k | 127.46 | |
| Pepsi (PEP) | 0.4 | $5.8M | 42k | 140.44 | |
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.4 | $5.8M | 114k | 51.04 | |
| AFLAC Incorporated (AFL) | 0.3 | $5.6M | 50k | 111.70 | |
| Procter & Gamble Company (PG) | 0.3 | $5.1M | 33k | 153.65 | |
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.3 | $5.1M | 112k | 45.42 | |
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $4.7M | 33k | 142.10 | |
| Consolidated Edison (ED) | 0.3 | $4.7M | 47k | 100.52 | |
| Abbott Laboratories (ABT) | 0.3 | $4.2M | 31k | 133.94 | |
| Chevron Corporation (CVX) | 0.2 | $3.9M | 25k | 155.29 | |
| Target Corporation (TGT) | 0.2 | $3.2M | 36k | 89.70 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $3.2M | 13k | 243.55 | |
| Merck & Co (MRK) | 0.2 | $3.1M | 36k | 83.93 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $3.0M | 24k | 124.34 | |
| Ishares Tr Esg Eafe Etf (DMXF) | 0.2 | $3.0M | 40k | 75.74 | |
| Genuine Parts Company (GPC) | 0.2 | $3.0M | 22k | 138.60 | |
| Tesla Motors (TSLA) | 0.2 | $2.7M | 6.1k | 444.72 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.2 | $2.6M | 64k | 41.58 | |
| J P Morgan Exchange Traded F Betabuilders Usd (BBHY) | 0.1 | $2.5M | 53k | 47.00 | |
| National Retail Properties (NNN) | 0.1 | $2.3M | 53k | 42.57 | |
| Ishares Msci Cda Etf (EWC) | 0.1 | $2.0M | 39k | 50.55 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $1.9M | 164k | 11.60 | |
| International Business Machines (IBM) | 0.1 | $1.9M | 6.6k | 282.16 | |
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $1.8M | 7.9k | 226.87 | |
| Johnson & Johnson (JNJ) | 0.1 | $1.7M | 9.3k | 185.42 | |
| Williams-Sonoma (WSM) | 0.1 | $1.7M | 8.7k | 195.46 | |
| Ecolab (ECL) | 0.1 | $1.7M | 6.1k | 273.87 | |
| Rivian Automotive Com Cl A (RIVN) | 0.1 | $1.6M | 108k | 14.68 | |
| Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) | 0.1 | $1.5M | 52k | 29.55 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.5M | 4.7k | 328.17 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.5M | 12k | 120.72 | |
| American Electric Power Company (AEP) | 0.1 | $1.4M | 13k | 112.50 | |
| American Water Works (AWK) | 0.1 | $1.4M | 10k | 139.18 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $1.4M | 56k | 25.31 | |
| Tractor Supply Company (TSCO) | 0.1 | $1.4M | 25k | 56.87 | |
| Peloton Interactive Cl A Com (PTON) | 0.1 | $1.4M | 154k | 9.00 | |
| Ishares Msci Hong Kg Etf (EWH) | 0.1 | $1.4M | 63k | 21.55 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $1.4M | 11k | 128.35 | |
| Xylem (XYL) | 0.1 | $1.3M | 9.1k | 147.51 | |
| Ares Capital Corporation (ARCC) | 0.1 | $1.3M | 62k | 20.41 | |
| Federal Signal Corporation (FSS) | 0.1 | $1.3M | 11k | 118.99 | |
| Digital Realty Trust (DLR) | 0.1 | $1.3M | 7.3k | 172.88 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $1.2M | 25k | 46.93 | |
| John Hancock Preferred Income Fund III (HPS) | 0.1 | $1.1M | 69k | 15.44 | |
| Tri-Continental Corporation (TY) | 0.1 | $1.1M | 31k | 34.00 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.1M | 9.4k | 112.75 | |
| Automatic Data Processing (ADP) | 0.1 | $1.0M | 3.6k | 293.50 | |
| Philip Morris International (PM) | 0.1 | $1.0M | 6.4k | 162.20 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.0M | 7.1k | 145.65 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $1.0M | 14k | 75.10 | |
| Evergy (EVRG) | 0.1 | $1.0M | 13k | 76.02 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $925k | 1.2k | 746.63 | |
| Eli Lilly & Co. (LLY) | 0.1 | $898k | 1.2k | 763.00 | |
| Ishares Msci Aust Etf (EWA) | 0.1 | $895k | 33k | 27.00 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $887k | 7.2k | 122.45 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $879k | 7.1k | 123.75 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $877k | 3.2k | 271.12 | |
| Repro-Med Systems (KRMD) | 0.1 | $829k | 216k | 3.83 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $781k | 2.2k | 352.75 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $761k | 2.1k | 355.47 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $754k | 1.00 | 754200.00 | |
| Golub Capital BDC (GBDC) | 0.0 | $724k | 53k | 13.69 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $706k | 10k | 68.08 | |
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.0 | $701k | 47k | 14.94 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $690k | 12k | 58.85 | |
| Nextera Energy (NEE) | 0.0 | $673k | 8.9k | 75.49 | |
| Bank of America Corporation (BAC) | 0.0 | $672k | 13k | 51.59 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $596k | 9.1k | 65.26 | |
| Equinix (EQIX) | 0.0 | $591k | 754.00 | 783.24 | |
| Broadridge Financial Solutions (BR) | 0.0 | $590k | 2.5k | 238.17 | |
| Enterprise Products Partners (EPD) | 0.0 | $574k | 18k | 31.27 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $563k | 2.0k | 279.29 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $446k | 2.4k | 182.42 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $434k | 1.1k | 391.64 | |
| Sofi Technologies (SOFI) | 0.0 | $434k | 16k | 26.42 | |
| Altria (MO) | 0.0 | $427k | 6.5k | 66.06 | |
| Verizon Communications (VZ) | 0.0 | $426k | 9.7k | 43.95 | |
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $411k | 6.5k | 62.91 | |
| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.0 | $397k | 3.2k | 123.91 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $384k | 2.7k | 140.05 | |
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $377k | 6.6k | 57.10 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $356k | 1.1k | 323.58 | |
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $347k | 3.9k | 89.13 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $338k | 6.7k | 50.73 | |
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.0 | $335k | 4.9k | 68.96 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $334k | 11k | 31.91 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $327k | 2.0k | 164.54 | |
| Oneok (OKE) | 0.0 | $323k | 4.4k | 72.97 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $320k | 8.3k | 38.57 | |
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.0 | $314k | 8.3k | 38.02 | |
| Coca-Cola Company (KO) | 0.0 | $313k | 4.7k | 66.32 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $307k | 1.3k | 239.64 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $307k | 4.9k | 62.47 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $306k | 2.0k | 150.86 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $306k | 537.00 | 568.81 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $300k | 1.1k | 281.86 | |
| Vanguard World Industrial Etf (VIS) | 0.0 | $291k | 981.00 | 296.29 | |
| Progressive Corporation (PGR) | 0.0 | $281k | 1.1k | 246.95 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $276k | 9.3k | 29.64 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $264k | 1.7k | 159.89 | |
| Paypal Holdings (PYPL) | 0.0 | $260k | 3.9k | 67.06 | |
| Danaher Corporation (DHR) | 0.0 | $256k | 1.3k | 198.26 | |
| Stryker Corporation (SYK) | 0.0 | $246k | 665.00 | 369.67 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $242k | 5.8k | 42.13 | |
| LeMaitre Vascular (LMAT) | 0.0 | $238k | 2.7k | 87.51 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $235k | 490.00 | 479.61 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $226k | 1.2k | 192.74 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $224k | 5.0k | 44.58 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $220k | 908.00 | 241.96 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $211k | 558.00 | 378.94 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $211k | 4.2k | 50.07 | |
| First Tr Exchange-traded Growth Strength (FTGS) | 0.0 | $206k | 5.7k | 35.91 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $204k | 305.00 | 669.99 | |
| Eversource Energy (ES) | 0.0 | $188k | 2.6k | 71.14 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $178k | 9.2k | 19.43 | |
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $169k | 3.6k | 47.65 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $162k | 7.0k | 23.12 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $161k | 962.00 | 167.33 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $157k | 690.00 | 227.73 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $155k | 4.2k | 36.81 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $155k | 1.1k | 139.17 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $153k | 1.6k | 93.64 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $152k | 2.8k | 54.09 | |
| Norfolk Southern (NSC) | 0.0 | $149k | 495.00 | 300.41 | |
| Dell Technologies CL C (DELL) | 0.0 | $142k | 1.0k | 141.77 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $140k | 1.2k | 121.06 | |
| Coreweave Com Cl A (CRWV) | 0.0 | $137k | 1.0k | 136.85 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $127k | 3.0k | 42.37 | |
| Intel Corporation (INTC) | 0.0 | $123k | 3.7k | 33.55 | |
| Tetra Tech (TTEK) | 0.0 | $121k | 3.6k | 33.38 | |
| Deere & Company (DE) | 0.0 | $120k | 262.00 | 457.26 | |
| Allstate Corporation (ALL) | 0.0 | $119k | 552.00 | 214.65 | |
| Constellation Energy (CEG) | 0.0 | $116k | 351.00 | 329.07 | |
| L3harris Technologies (LHX) | 0.0 | $115k | 376.00 | 305.41 | |
| Verisk Analytics (VRSK) | 0.0 | $114k | 455.00 | 251.51 | |
| UnitedHealth (UNH) | 0.0 | $113k | 326.00 | 345.56 | |
| Nebius Group Shs Class A (NBIS) | 0.0 | $112k | 1.0k | 112.27 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $109k | 1.2k | 93.37 | |
| SYSCO Corporation (SYY) | 0.0 | $108k | 1.3k | 82.34 | |
| Wal-Mart Stores (WMT) | 0.0 | $107k | 1.0k | 103.06 | |
| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 0.0 | $102k | 936.00 | 108.45 | |
| Corning Incorporated (GLW) | 0.0 | $101k | 1.2k | 82.03 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $101k | 775.00 | 129.72 | |
| First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT) | 0.0 | $99k | 3.2k | 31.05 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $98k | 942.00 | 104.51 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $98k | 973.00 | 100.70 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $93k | 3.0k | 31.62 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $92k | 360.00 | 254.28 | |
| First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) | 0.0 | $87k | 4.5k | 19.21 | |
| Yum! Brands (YUM) | 0.0 | $86k | 566.00 | 152.00 | |
| Mettler-Toledo International (MTD) | 0.0 | $85k | 69.00 | 1227.62 | |
| Clearone Com New (CLRO) | 0.0 | $84k | 15k | 5.81 | |
| Netflix (NFLX) | 0.0 | $84k | 70.00 | 1198.93 | |
| Jefferies Finl Group (JEF) | 0.0 | $82k | 1.3k | 65.42 | |
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.0 | $82k | 825.00 | 99.77 | |
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) | 0.0 | $81k | 1.6k | 50.54 | |
| J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.0 | $78k | 1.6k | 49.81 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $76k | 1.3k | 58.21 | |
| Generac Holdings (GNRC) | 0.0 | $75k | 450.00 | 167.40 | |
| Williams Companies (WMB) | 0.0 | $75k | 1.2k | 63.35 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $75k | 317.00 | 236.06 | |
| Sl Green Realty Corp (SLG) | 0.0 | $74k | 1.2k | 59.81 | |
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $74k | 2.0k | 36.00 | |
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $74k | 1.1k | 66.01 | |
| S&p Global (SPGI) | 0.0 | $73k | 150.00 | 486.71 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $72k | 1.2k | 59.74 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $72k | 155.00 | 463.74 | |
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $71k | 332.00 | 213.73 | |
| 3M Company (MMM) | 0.0 | $70k | 450.00 | 155.18 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $69k | 1.0k | 68.58 | |
| Cohen & Steers Total Return Real (RFI) | 0.0 | $68k | 5.6k | 12.10 | |
| Legg Mason Etf Invt Franklin Us Low (LVHD) | 0.0 | $68k | 1.6k | 41.34 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $67k | 471.00 | 142.41 | |
| Zoetis Cl A (ZTS) | 0.0 | $67k | 458.00 | 146.32 | |
| At&t (T) | 0.0 | $67k | 2.4k | 28.24 | |
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $66k | 488.00 | 134.42 | |
| Public Service Enterprise (PEG) | 0.0 | $65k | 776.00 | 83.46 | |
| Boston Scientific Corporation (BSX) | 0.0 | $65k | 662.00 | 97.63 | |
| Gilead Sciences (GILD) | 0.0 | $64k | 577.00 | 111.00 | |
| Bullish Ord Shs | 0.0 | $64k | 1.0k | 63.61 | |
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $62k | 1.4k | 43.63 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $62k | 1.0k | 61.50 | |
| Motorola Solutions Com New (MSI) | 0.0 | $61k | 134.00 | 457.29 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $58k | 206.00 | 279.84 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $57k | 627.00 | 91.42 | |
| General Mills (GIS) | 0.0 | $57k | 1.1k | 50.42 | |
| Boeing Company (BA) | 0.0 | $55k | 256.00 | 215.83 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $54k | 1.5k | 36.55 | |
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.0 | $54k | 892.00 | 60.22 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $52k | 250.00 | 209.34 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $52k | 779.00 | 67.07 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $52k | 3.0k | 17.16 | |
| Prologis (PLD) | 0.0 | $51k | 449.00 | 114.52 | |
| Upstart Hldgs (UPST) | 0.0 | $51k | 1.0k | 50.80 | |
| Shell Spon Ads (SHEL) | 0.0 | $50k | 702.00 | 71.53 | |
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $50k | 735.00 | 67.51 | |
| Chubb (CB) | 0.0 | $49k | 174.00 | 282.25 | |
| Rocket Lab Corp (RKLB) | 0.0 | $48k | 1.0k | 47.91 | |
| Intuit (INTU) | 0.0 | $48k | 70.00 | 682.91 | |
| Caterpillar (CAT) | 0.0 | $48k | 100.00 | 477.15 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $47k | 96.00 | 490.39 | |
| Waste Management (WM) | 0.0 | $47k | 213.00 | 220.83 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $46k | 760.00 | 59.92 | |
| Moody's Corporation (MCO) | 0.0 | $45k | 95.00 | 476.48 | |
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $45k | 1.9k | 23.09 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $45k | 46.00 | 968.11 | |
| Virtu Finl Cl A (VIRT) | 0.0 | $44k | 1.3k | 35.50 | |
| Metropcs Communications (TMUS) | 0.0 | $44k | 185.00 | 239.38 | |
| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $43k | 380.00 | 114.28 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $43k | 71.00 | 609.32 | |
| Kraft Heinz (KHC) | 0.0 | $43k | 1.7k | 26.04 | |
| Ameriprise Financial (AMP) | 0.0 | $43k | 87.00 | 491.25 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $43k | 126.00 | 337.49 | |
| Pfizer (PFE) | 0.0 | $42k | 1.6k | 25.48 | |
| Exelon Corporation (EXC) | 0.0 | $42k | 928.00 | 45.01 | |
| Wells Fargo & Company (WFC) | 0.0 | $41k | 490.00 | 83.82 | |
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $40k | 1.4k | 28.88 | |
| Arqit Quantum Com New (ARQQ) | 0.0 | $39k | 1.0k | 38.75 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $39k | 192.00 | 201.53 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $38k | 352.00 | 106.61 | |
| Clorox Company (CLX) | 0.0 | $38k | 304.00 | 123.30 | |
| Capital One Financial (COF) | 0.0 | $37k | 175.00 | 212.15 | |
| Linde SHS (LIN) | 0.0 | $37k | 77.00 | 475.00 | |
| Bristol Myers Squibb (BMY) | 0.0 | $36k | 800.00 | 45.10 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $36k | 281.00 | 128.24 | |
| Globe Life (GL) | 0.0 | $36k | 251.00 | 142.97 | |
| Sap Se Spon Adr (SAP) | 0.0 | $34k | 127.00 | 267.21 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $34k | 72.00 | 465.92 | |
| PPG Industries (PPG) | 0.0 | $33k | 318.00 | 105.11 | |
| Constellation Brands Cl A (STZ) | 0.0 | $33k | 245.00 | 134.67 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $32k | 1.3k | 25.71 | |
| Goldman Sachs (GS) | 0.0 | $32k | 40.00 | 796.35 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $31k | 45.00 | 698.00 | |
| Intercontinental Exchange (ICE) | 0.0 | $31k | 186.00 | 168.48 | |
| Servicenow (NOW) | 0.0 | $31k | 34.00 | 920.29 | |
| Ford Motor Company (F) | 0.0 | $31k | 2.6k | 11.96 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $31k | 25.00 | 1234.32 | |
| United Parcel Service CL B (UPS) | 0.0 | $30k | 360.00 | 83.53 | |
| Dupont De Nemours (DD) | 0.0 | $30k | 386.00 | 77.90 | |
| Peapack-Gladstone Financial (PGC) | 0.0 | $30k | 1.1k | 27.60 | |
| Rigetti Computing Common Stock (RGTI) | 0.0 | $30k | 1.0k | 29.79 | |
| State Street Corporation (STT) | 0.0 | $30k | 256.00 | 116.01 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $30k | 523.00 | 56.75 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $30k | 310.00 | 95.47 | |
| American Express Company (AXP) | 0.0 | $30k | 89.00 | 332.17 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $30k | 338.00 | 87.21 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $29k | 437.00 | 66.91 | |
| Welltower Inc Com reit (WELL) | 0.0 | $29k | 163.00 | 178.14 | |
| Hp (HPQ) | 0.0 | $29k | 1.1k | 27.23 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $29k | 598.00 | 47.74 | |
| Direxion Shs Etf Tr Dly Utlties 3x (UTSL) | 0.0 | $28k | 630.00 | 44.03 | |
| Diamondback Energy (FANG) | 0.0 | $27k | 191.00 | 143.10 | |
| Corteva (CTVA) | 0.0 | $27k | 402.00 | 67.63 | |
| ConocoPhillips (COP) | 0.0 | $27k | 280.00 | 94.59 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $26k | 1.1k | 24.56 | |
| Key (KEY) | 0.0 | $26k | 1.4k | 18.69 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $26k | 337.00 | 76.72 | |
| Cme (CME) | 0.0 | $25k | 94.00 | 270.19 | |
| Fortive (FTV) | 0.0 | $25k | 505.00 | 48.99 | |
| D-wave Quantum (QBTS) | 0.0 | $25k | 1.0k | 24.71 | |
| Corpay Com Shs (CPAY) | 0.0 | $25k | 85.00 | 288.07 | |
| Realty Income (O) | 0.0 | $24k | 388.00 | 60.79 | |
| Diageo Spon Adr New (DEO) | 0.0 | $23k | 244.00 | 95.59 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $23k | 162.00 | 141.63 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $23k | 162.00 | 139.67 | |
| Cummins (CMI) | 0.0 | $22k | 53.00 | 422.38 | |
| Zions Bancorporation (ZION) | 0.0 | $22k | 395.00 | 56.58 | |
| Advanced Micro Devices (AMD) | 0.0 | $22k | 138.00 | 161.80 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $22k | 117.00 | 186.50 | |
| Booking Holdings (BKNG) | 0.0 | $22k | 4.00 | 5399.50 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $22k | 48.00 | 447.25 | |
| AutoZone (AZO) | 0.0 | $22k | 5.00 | 4290.40 | |
| Analog Devices (ADI) | 0.0 | $21k | 87.00 | 245.70 | |
| Victory Portfolios Ii Vcshs Us Lrg Cap (CDL) | 0.0 | $21k | 300.00 | 69.59 | |
| Rockwell Automation (ROK) | 0.0 | $20k | 57.00 | 349.54 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $20k | 353.00 | 55.49 | |
| Sea Sponsord Ads (SE) | 0.0 | $19k | 108.00 | 178.73 | |
| Yum China Holdings (YUMC) | 0.0 | $19k | 447.00 | 42.92 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $19k | 91.00 | 208.71 | |
| Applied Materials (AMAT) | 0.0 | $18k | 87.00 | 204.75 | |
| Us Bancorp Del Com New (USB) | 0.0 | $17k | 361.00 | 48.33 | |
| Banco Santander Adr (SAN) | 0.0 | $17k | 1.6k | 10.48 | |
| Carlyle Group (CG) | 0.0 | $17k | 273.00 | 62.70 | |
| Toyota Motor Corp Ads (TM) | 0.0 | $17k | 89.00 | 191.10 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $17k | 186.00 | 91.37 | |
| PNC Financial Services (PNC) | 0.0 | $17k | 84.00 | 200.94 | |
| Anthem (ELV) | 0.0 | $17k | 52.00 | 323.13 | |
| Poet Technologies Com New (POET) | 0.0 | $17k | 3.0k | 5.54 | |
| O'reilly Automotive (ORLY) | 0.0 | $17k | 153.00 | 107.81 | |
| Travelers Companies (TRV) | 0.0 | $17k | 59.00 | 279.22 | |
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $16k | 248.00 | 66.32 | |
| Joby Aviation Common Stock (JOBY) | 0.0 | $16k | 1.0k | 16.14 | |
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $15k | 470.00 | 32.79 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $15k | 234.00 | 65.00 | |
| Nike CL B (NKE) | 0.0 | $15k | 213.00 | 69.73 | |
| Zurn Water Solutions Corp Zws (ZWS) | 0.0 | $15k | 315.00 | 47.03 | |
| Trane Technologies SHS (TT) | 0.0 | $15k | 35.00 | 421.97 | |
| Arista Networks Com Shs (ANET) | 0.0 | $15k | 100.00 | 145.71 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $14k | 240.00 | 60.08 | |
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $14k | 182.00 | 78.34 | |
| Block Cl A (XYZ) | 0.0 | $14k | 197.00 | 72.27 | |
| Valero Energy Corporation (VLO) | 0.0 | $14k | 82.00 | 170.27 | |
| eBay (EBAY) | 0.0 | $14k | 152.00 | 90.95 | |
| Fifth Third Ban (FITB) | 0.0 | $14k | 309.00 | 44.55 | |
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $14k | 350.00 | 39.18 | |
| IDEXX Laboratories (IDXX) | 0.0 | $13k | 21.00 | 638.90 | |
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $13k | 376.00 | 35.43 | |
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $13k | 152.00 | 87.23 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $13k | 144.00 | 90.42 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $13k | 118.00 | 109.96 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $13k | 450.00 | 28.79 | |
| Unilever Spon Adr New (UL) | 0.0 | $13k | 211.00 | 59.28 | |
| Orix Corp Sponsored Adr (IX) | 0.0 | $12k | 475.00 | 26.12 | |
| Quantumscape Corp Com Cl A (QS) | 0.0 | $12k | 1.0k | 12.32 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $12k | 92.00 | 133.90 | |
| Live Nation Entertainment (LYV) | 0.0 | $12k | 74.00 | 163.41 | |
| Strategy Cl A New (MSTR) | 0.0 | $12k | 37.00 | 322.22 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $12k | 40.00 | 297.62 | |
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.0 | $12k | 98.00 | 121.27 | |
| AmerisourceBergen (COR) | 0.0 | $12k | 38.00 | 312.55 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $12k | 498.00 | 23.65 | |
| Aon Shs Cl A (AON) | 0.0 | $12k | 33.00 | 356.61 | |
| Air Products & Chemicals (APD) | 0.0 | $12k | 43.00 | 272.72 | |
| McKesson Corporation (MCK) | 0.0 | $12k | 15.00 | 772.60 | |
| Range Resources (RRC) | 0.0 | $11k | 300.00 | 37.64 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $11k | 150.00 | 73.00 | |
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $11k | 644.00 | 16.74 | |
| Transunion (TRU) | 0.0 | $11k | 127.00 | 83.79 | |
| Coupang Cl A (CPNG) | 0.0 | $11k | 330.00 | 32.20 | |
| Pure Storage Cl A (PSTG) | 0.0 | $11k | 125.00 | 83.82 | |
| Dutch Bros Cl A (BROS) | 0.0 | $11k | 200.00 | 52.34 | |
| Tyler Technologies (TYL) | 0.0 | $11k | 20.00 | 523.20 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $10k | 185.00 | 54.71 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $10k | 77.00 | 130.26 | |
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $10k | 57.00 | 175.53 | |
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.0 | $9.9k | 358.00 | 27.64 | |
| Monster Beverage Corp (MNST) | 0.0 | $9.8k | 145.00 | 67.31 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $9.6k | 39.00 | 247.13 | |
| DTE Energy Company (DTE) | 0.0 | $9.6k | 68.00 | 141.44 | |
| Marriott Intl Cl A (MAR) | 0.0 | $9.1k | 35.00 | 260.46 | |
| Phillips 66 (PSX) | 0.0 | $9.1k | 67.00 | 136.03 | |
| Masco Corporation (MAS) | 0.0 | $8.9k | 127.00 | 70.39 | |
| Zimmer Holdings (ZBH) | 0.0 | $8.9k | 90.00 | 98.50 | |
| Dow (DOW) | 0.0 | $8.9k | 386.00 | 22.93 | |
| Martin Marietta Materials (MLM) | 0.0 | $8.8k | 14.00 | 630.29 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $8.8k | 15.00 | 586.07 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $8.7k | 245.00 | 35.39 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $8.6k | 116.00 | 74.49 | |
| Vontier Corporation (VNT) | 0.0 | $8.4k | 201.00 | 41.97 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $8.3k | 28.00 | 297.93 | |
| Principal Financial (PFG) | 0.0 | $8.3k | 100.00 | 82.91 | |
| Comfort Systems USA (FIX) | 0.0 | $8.3k | 10.00 | 825.20 | |
| Omni (OMC) | 0.0 | $8.2k | 100.00 | 81.53 | |
| Copart (CPRT) | 0.0 | $8.1k | 181.00 | 44.97 | |
| Cullen/Frost Bankers (CFR) | 0.0 | $8.1k | 64.00 | 126.78 | |
| J P Morgan Exchange Traded F Betabuilders Dev (BBAX) | 0.0 | $8.1k | 144.00 | 56.34 | |
| Barclays Adr (BCS) | 0.0 | $8.0k | 385.00 | 20.67 | |
| Cigna Corp (CI) | 0.0 | $7.8k | 27.00 | 288.26 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $7.8k | 88.00 | 88.12 | |
| Ubs Group SHS (UBS) | 0.0 | $7.7k | 188.00 | 41.00 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $7.6k | 39.00 | 195.87 | |
| Sherwin-Williams Company (SHW) | 0.0 | $7.6k | 22.00 | 346.27 | |
| Arch Cap Group Ord (ACGL) | 0.0 | $7.5k | 83.00 | 90.73 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $7.5k | 191.00 | 39.19 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $7.4k | 387.00 | 19.25 | |
| Ralliant Corp (RAL) | 0.0 | $7.3k | 168.00 | 43.73 | |
| NetApp (NTAP) | 0.0 | $7.3k | 62.00 | 118.47 | |
| United Natural Foods (UNFI) | 0.0 | $7.0k | 185.00 | 37.62 | |
| Ferrari Nv Ord (RACE) | 0.0 | $6.8k | 14.00 | 485.29 | |
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $6.8k | 215.00 | 31.51 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $6.6k | 20.00 | 331.70 | |
| Cohen & Steers (CNS) | 0.0 | $6.6k | 100.00 | 65.61 | |
| American Tower Reit (AMT) | 0.0 | $6.5k | 34.00 | 192.32 | |
| AGCO Corporation (AGCO) | 0.0 | $6.4k | 60.00 | 107.08 | |
| Ambarella SHS (AMBA) | 0.0 | $6.2k | 75.00 | 82.52 | |
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $6.1k | 55.00 | 111.62 | |
| Datadog Cl A Com (DDOG) | 0.0 | $6.1k | 43.00 | 142.42 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $6.1k | 22.00 | 275.14 | |
| Devon Energy Corporation (DVN) | 0.0 | $6.0k | 171.00 | 35.06 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $5.8k | 200.00 | 28.91 | |
| Vishay Intertechnology (VSH) | 0.0 | $5.6k | 365.00 | 15.30 | |
| Citigroup Com New (C) | 0.0 | $5.5k | 54.00 | 101.50 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $5.5k | 63.00 | 86.87 | |
| General Dynamics Corporation (GD) | 0.0 | $5.5k | 16.00 | 341.00 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $5.4k | 23.00 | 235.87 | |
| Matson (MATX) | 0.0 | $5.4k | 55.00 | 98.60 | |
| Icici Bank Adr (IBN) | 0.0 | $5.3k | 176.00 | 30.23 | |
| RPM International (RPM) | 0.0 | $5.2k | 44.00 | 117.89 | |
| Lineage Cell Therapeutics In (LCTX) | 0.0 | $5.1k | 3.0k | 1.69 | |
| Deutsche Bank A G Namen Akt (DB) | 0.0 | $5.1k | 145.00 | 35.41 | |
| Msci (MSCI) | 0.0 | $5.1k | 9.00 | 567.44 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $5.1k | 45.00 | 113.07 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $5.1k | 181.00 | 27.98 | |
| Nordson Corporation (NDSN) | 0.0 | $5.0k | 22.00 | 226.95 | |
| Cyberark Software SHS (CYBR) | 0.0 | $4.8k | 10.00 | 483.20 | |
| Alcon Ord Shs (ALC) | 0.0 | $4.7k | 63.00 | 74.52 | |
| MercadoLibre (MELI) | 0.0 | $4.7k | 2.00 | 2337.00 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $4.7k | 148.00 | 31.43 | |
| Waters Corporation (WAT) | 0.0 | $4.5k | 15.00 | 299.87 | |
| Southwest Airlines (LUV) | 0.0 | $4.5k | 140.00 | 31.91 | |
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.0 | $4.5k | 64.00 | 69.62 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $4.4k | 15.00 | 293.80 | |
| Waste Connections (WCN) | 0.0 | $4.4k | 25.00 | 175.80 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $4.2k | 70.00 | 60.23 | |
| Piper Jaffray Companies (PIPR) | 0.0 | $4.2k | 12.00 | 347.00 | |
| Eaton Corp SHS (ETN) | 0.0 | $4.1k | 11.00 | 374.27 | |
| American Intl Group Com New (AIG) | 0.0 | $4.1k | 52.00 | 78.56 | |
| Snowflake Com Shs (SNOW) | 0.0 | $4.1k | 18.00 | 225.56 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $4.0k | 83.00 | 48.72 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $4.0k | 13.00 | 309.77 | |
| Api Group Corp Com Stk (APG) | 0.0 | $3.9k | 113.00 | 34.37 | |
| W.W. Grainger (GWW) | 0.0 | $3.8k | 4.00 | 953.00 | |
| Lowe's Companies (LOW) | 0.0 | $3.8k | 15.00 | 251.33 | |
| Nice Sponsored Adr (NICE) | 0.0 | $3.8k | 26.00 | 144.81 | |
| Hershey Company (HSY) | 0.0 | $3.7k | 20.00 | 187.05 | |
| Steris Shs Usd (STE) | 0.0 | $3.7k | 15.00 | 247.47 | |
| Targa Res Corp (TRGP) | 0.0 | $3.7k | 22.00 | 167.55 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $3.6k | 23.00 | 158.13 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $3.6k | 127.00 | 28.27 | |
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $3.6k | 2.00 | 1789.50 | |
| Pearson Sponsored Adr (PSO) | 0.0 | $3.6k | 252.00 | 14.16 | |
| Roper Industries (ROP) | 0.0 | $3.5k | 7.00 | 498.71 | |
| Snap-on Incorporated (SNA) | 0.0 | $3.5k | 10.00 | 346.60 | |
| Vitesse Energy Common Stock (VTS) | 0.0 | $3.4k | 147.00 | 23.23 | |
| Logitech Intl S A SHS (LOGI) | 0.0 | $3.4k | 31.00 | 109.71 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $3.4k | 72.00 | 46.97 | |
| Raymond James Financial (RJF) | 0.0 | $3.3k | 19.00 | 172.63 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $3.3k | 680.00 | 4.81 | |
| Gates Indl Corp Ord Shs (GTES) | 0.0 | $3.2k | 130.00 | 24.82 | |
| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $3.2k | 56.00 | 56.80 | |
| Dover Corporation (DOV) | 0.0 | $3.2k | 19.00 | 166.84 | |
| RBC Bearings Incorporated (RBC) | 0.0 | $3.1k | 8.00 | 390.38 | |
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $3.0k | 41.00 | 72.12 | |
| Cavco Industries (CVCO) | 0.0 | $2.9k | 5.00 | 580.80 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $2.9k | 24.00 | 119.54 | |
| Packaging Corporation of America (PKG) | 0.0 | $2.8k | 13.00 | 218.00 | |
| CenterPoint Energy (CNP) | 0.0 | $2.8k | 73.00 | 38.81 | |
| Acushnet Holdings Corp (GOLF) | 0.0 | $2.8k | 36.00 | 78.50 | |
| Global X Fds Cybrscurty Etf (BUG) | 0.0 | $2.8k | 80.00 | 35.20 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $2.8k | 56.00 | 49.46 | |
| News Corp Cl A (NWSA) | 0.0 | $2.8k | 90.00 | 30.71 | |
| Monolithic Power Systems (MPWR) | 0.0 | $2.8k | 3.00 | 920.67 | |
| Nrg Energy Com New (NRG) | 0.0 | $2.8k | 17.00 | 162.00 | |
| EastGroup Properties (EGP) | 0.0 | $2.7k | 16.00 | 169.31 | |
| Prudential Financial (PRU) | 0.0 | $2.7k | 26.00 | 103.77 | |
| EOG Resources (EOG) | 0.0 | $2.7k | 24.00 | 112.12 | |
| Propetro Hldg (PUMP) | 0.0 | $2.7k | 513.00 | 5.24 | |
| Servisfirst Bancshares (SFBS) | 0.0 | $2.7k | 33.00 | 80.55 | |
| Thomson Reuters Corp. (TRI) | 0.0 | $2.6k | 17.00 | 155.35 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $2.6k | 44.00 | 59.70 | |
| Kinsale Cap Group (KNSL) | 0.0 | $2.6k | 6.00 | 425.33 | |
| Cava Group Ord (CAVA) | 0.0 | $2.5k | 42.00 | 60.43 | |
| Texas Roadhouse (TXRH) | 0.0 | $2.5k | 15.00 | 166.20 | |
| M/a (MTSI) | 0.0 | $2.5k | 20.00 | 124.50 | |
| Ingersoll Rand (IR) | 0.0 | $2.5k | 30.00 | 82.63 | |
| Halliburton Company (HAL) | 0.0 | $2.5k | 100.00 | 24.60 | |
| Msa Safety Inc equity (MSA) | 0.0 | $2.4k | 14.00 | 172.07 | |
| James Hardie Inds Ord Shs (JHX) | 0.0 | $2.4k | 123.00 | 19.21 | |
| Avery Dennison Corporation (AVY) | 0.0 | $2.3k | 14.00 | 162.21 | |
| Grand Canyon Education (LOPE) | 0.0 | $2.2k | 10.00 | 219.60 | |
| Group 1 Automotive (GPI) | 0.0 | $2.2k | 5.00 | 437.60 | |
| Element Solutions (ESI) | 0.0 | $2.1k | 85.00 | 25.18 | |
| Stifel Financial (SF) | 0.0 | $2.0k | 18.00 | 113.50 | |
| Assured Guaranty (AGO) | 0.0 | $2.0k | 24.00 | 84.67 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $2.0k | 24.00 | 84.12 | |
| Itt (ITT) | 0.0 | $2.0k | 11.00 | 178.82 | |
| Interpublic Group of Companies (IPG) | 0.0 | $2.0k | 70.00 | 27.91 | |
| Allegion Ord Shs (ALLE) | 0.0 | $2.0k | 11.00 | 177.36 | |
| Halozyme Therapeutics (HALO) | 0.0 | $1.9k | 26.00 | 73.35 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $1.9k | 13.00 | 144.08 | |
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $1.9k | 20.00 | 93.25 | |
| Wintrust Financial Corporation (WTFC) | 0.0 | $1.9k | 14.00 | 132.50 | |
| Entegris (ENTG) | 0.0 | $1.9k | 20.00 | 92.50 | |
| Regions Financial Corporation (RF) | 0.0 | $1.8k | 69.00 | 26.38 | |
| Enbridge (ENB) | 0.0 | $1.8k | 36.00 | 50.47 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $1.8k | 112.00 | 15.95 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.0 | $1.7k | 10.00 | 174.00 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $1.7k | 6.00 | 287.17 | |
| Hubbell (HUBB) | 0.0 | $1.7k | 4.00 | 430.50 | |
| First Tr Exchange-traded SHS (QQEW) | 0.0 | $1.7k | 12.00 | 141.17 | |
| Mfs Inter Income Tr Sh Ben Int (MIN) | 0.0 | $1.7k | 631.00 | 2.68 | |
| Pentair SHS (PNR) | 0.0 | $1.7k | 15.00 | 110.80 | |
| Manhattan Associates (MANH) | 0.0 | $1.6k | 8.00 | 205.00 | |
| Hamilton Lane Cl A (HLNE) | 0.0 | $1.6k | 12.00 | 134.83 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $1.6k | 58.00 | 27.79 | |
| Reddit Cl A (RDDT) | 0.0 | $1.6k | 7.00 | 230.00 | |
| Ark Etf Tr Ark Space Expl (ARKX) | 0.0 | $1.6k | 56.00 | 28.55 | |
| Alexander & Baldwin (ALEX) | 0.0 | $1.6k | 86.00 | 18.20 | |
| Topbuild (BLD) | 0.0 | $1.6k | 4.00 | 391.00 | |
| Performance Food (PFGC) | 0.0 | $1.6k | 15.00 | 104.07 | |
| Sempra Energy (SRE) | 0.0 | $1.5k | 17.00 | 90.00 | |
| Burlington Stores (BURL) | 0.0 | $1.5k | 6.00 | 254.50 | |
| Organon & Co Common Stock (OGN) | 0.0 | $1.5k | 140.00 | 10.69 | |
| Lincoln National Corporation (LNC) | 0.0 | $1.5k | 37.00 | 40.35 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $1.5k | 5.00 | 297.20 | |
| Synopsys (SNPS) | 0.0 | $1.5k | 3.00 | 493.67 | |
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $1.5k | 26.00 | 56.88 | |
| Public Storage (PSA) | 0.0 | $1.4k | 5.00 | 289.00 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $1.4k | 74.00 | 18.93 | |
| Eagle Materials (EXP) | 0.0 | $1.4k | 6.00 | 233.17 | |
| Kinder Morgan (KMI) | 0.0 | $1.4k | 49.00 | 28.33 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $1.4k | 4.00 | 345.50 | |
| Xcel Energy (XEL) | 0.0 | $1.4k | 17.00 | 80.71 | |
| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $1.3k | 8.00 | 168.00 | |
| EQT Corporation (EQT) | 0.0 | $1.3k | 24.00 | 54.46 | |
| Littelfuse (LFUS) | 0.0 | $1.3k | 5.00 | 259.20 | |
| Equity Residential Sh Ben Int (EQR) | 0.0 | $1.3k | 20.00 | 64.75 | |
| Crane Company Common Stock (CR) | 0.0 | $1.3k | 7.00 | 184.14 | |
| FirstEnergy (FE) | 0.0 | $1.3k | 28.00 | 45.82 | |
| CVS Caremark Corporation (CVS) | 0.0 | $1.3k | 17.00 | 75.41 | |
| Chesapeake Energy Corp (EXE) | 0.0 | $1.3k | 12.00 | 106.25 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $1.3k | 47.00 | 27.09 | |
| Flutter Entmt SHS (FLUT) | 0.0 | $1.3k | 5.00 | 254.00 | |
| PPL Corporation (PPL) | 0.0 | $1.3k | 34.00 | 37.18 | |
| Cardinal Health (CAH) | 0.0 | $1.3k | 8.00 | 157.00 | |
| Ameren Corporation (AEE) | 0.0 | $1.3k | 12.00 | 104.42 | |
| Garmin SHS (GRMN) | 0.0 | $1.2k | 5.00 | 246.40 | |
| Kellogg Company (K) | 0.0 | $1.2k | 15.00 | 82.07 | |
| CBOE Holdings (CBOE) | 0.0 | $1.2k | 5.00 | 245.40 | |
| Expeditors International of Washington (EXPD) | 0.0 | $1.2k | 10.00 | 122.60 | |
| Dominion Resources (D) | 0.0 | $1.2k | 20.00 | 61.20 | |
| Prothena Corp SHS (PRTA) | 0.0 | $1.2k | 125.00 | 9.76 | |
| Kroger (KR) | 0.0 | $1.2k | 18.00 | 67.44 | |
| Entergy Corporation (ETR) | 0.0 | $1.2k | 13.00 | 93.23 | |
| Vici Pptys (VICI) | 0.0 | $1.2k | 37.00 | 32.62 | |
| Atmos Energy Corporation (ATO) | 0.0 | $1.2k | 7.00 | 170.86 | |
| Fidelity National Information Services (FIS) | 0.0 | $1.2k | 18.00 | 65.94 | |
| Edwards Lifesciences (EW) | 0.0 | $1.2k | 15.00 | 77.80 | |
| Sba Communications Corp Cl A (SBAC) | 0.0 | $1.2k | 6.00 | 193.50 | |
| AvalonBay Communities (AVB) | 0.0 | $1.2k | 6.00 | 193.33 | |
| Grab Holdings Class A Ord (GRAB) | 0.0 | $1.1k | 188.00 | 6.02 | |
| Ball Corporation (BALL) | 0.0 | $1.1k | 22.00 | 50.45 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $1.1k | 2.00 | 547.00 | |
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $1.1k | 27.00 | 39.26 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.0k | 13.00 | 80.00 | |
| Kimco Realty Corporation (KIM) | 0.0 | $1.0k | 47.00 | 21.85 | |
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $996.000000 | 16.00 | 62.25 | |
| Amcor Ord (AMCR) | 0.0 | $965.995200 | 118.00 | 8.19 | |
| Perrigo SHS (PRGO) | 0.0 | $935.999400 | 42.00 | 22.29 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $898.000000 | 10.00 | 89.80 | |
| Science App Int'l (SAIC) | 0.0 | $894.999600 | 9.00 | 99.44 | |
| Viatris (VTRS) | 0.0 | $852.002000 | 86.00 | 9.91 | |
| Biogen Idec (BIIB) | 0.0 | $841.000200 | 6.00 | 140.17 | |
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $804.998700 | 33.00 | 24.39 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $585.996000 | 120.00 | 4.88 | |
| Origin Materials (ORGN) | 0.0 | $578.054600 | 1.1k | 0.52 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $570.999400 | 19.00 | 30.05 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $539.000000 | 10.00 | 53.90 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $533.000000 | 8.00 | 66.62 | |
| Adient Ord Shs (ADNT) | 0.0 | $529.999800 | 22.00 | 24.09 | |
| Tilray (TLRY) | 0.0 | $519.000000 | 300.00 | 1.73 | |
| Urban Edge Pptys (UE) | 0.0 | $512.000000 | 25.00 | 20.48 | |
| Hain Celestial (HAIN) | 0.0 | $474.000000 | 300.00 | 1.58 | |
| Crane Holdings (CXT) | 0.0 | $470.000300 | 7.00 | 67.14 | |
| Organovo Holdings (VIVS) | 0.0 | $464.995500 | 159.00 | 2.92 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $446.000100 | 3.00 | 148.67 | |
| Tfii Cn (TFII) | 0.0 | $441.000000 | 5.00 | 88.20 | |
| Ark Etf Tr Israel Inovate (IZRL) | 0.0 | $438.000000 | 15.00 | 29.20 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $423.999900 | 3.00 | 141.33 | |
| Carrier Global Corporation (CARR) | 0.0 | $418.000100 | 7.00 | 59.71 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $416.000100 | 3.00 | 138.67 | |
| Elanco Animal Health (ELAN) | 0.0 | $343.000500 | 17.00 | 20.18 | |
| Ark Etf Tr 3d Printing Etf (PRNT) | 0.0 | $325.999800 | 14.00 | 23.29 | |
| Huntsman Corporation (HUN) | 0.0 | $315.000000 | 35.00 | 9.00 | |
| Dollar General (DG) | 0.0 | $311.000100 | 3.00 | 103.67 | |
| Fate Therapeutics (FATE) | 0.0 | $283.995000 | 225.00 | 1.26 | |
| Proshares Tr Pet Care Etf (PAWZ) | 0.0 | $281.000000 | 5.00 | 56.20 | |
| Spdr Series Trust Nyse Tech Etf (XNTK) | 0.0 | $273.000000 | 1.00 | 273.00 | |
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $266.000000 | 2.00 | 133.00 | |
| Beyond Meat (BYND) | 0.0 | $245.999000 | 130.00 | 1.89 | |
| Illumina (ILMN) | 0.0 | $190.000000 | 2.00 | 95.00 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $179.000000 | 1.00 | 179.00 | |
| Kontoor Brands (KTB) | 0.0 | $160.000000 | 2.00 | 80.00 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $155.000000 | 10.00 | 15.50 | |
| Lemonade (LMND) | 0.0 | $108.000000 | 2.00 | 54.00 | |
| Sunrun (RUN) | 0.0 | $103.999800 | 6.00 | 17.33 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $102.000000 | 2.00 | 51.00 | |
| Dxc Technology (DXC) | 0.0 | $96.000100 | 7.00 | 13.71 | |
| Luminar Technologies Com New Cl A (LAZR) | 0.0 | $85.999500 | 45.00 | 1.91 | |
| Innovative Industria A (IIPR) | 0.0 | $75.000000 | 1.00 | 75.00 | |
| Draftkings Com Cl A (DKNG) | 0.0 | $75.000000 | 2.00 | 37.50 | |
| Rmr Group Cl A (RMR) | 0.0 | $63.000000 | 4.00 | 15.75 | |
| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.0 | $44.000000 | 1.00 | 44.00 | |
| Serina Therapeutics Com Shs (SER) | 0.0 | $43.000000 | 8.00 | 5.38 | |
| Insight Molecular Dia Com New (IMDX) | 0.0 | $24.000200 | 7.00 | 3.43 | |
| Traeger Common Stock (COOK) | 0.0 | $19.000500 | 15.00 | 1.27 | |
| Nio Spon Ads (NIO) | 0.0 | $16.000000 | 2.00 | 8.00 | |
| Inovio Pharmaceuticals Com Shs (INO) | 0.0 | $12.000000 | 5.00 | 2.40 | |
| Aurora Cannabis (ACB) | 0.0 | $12.000000 | 2.00 | 6.00 | |
| Soligenix Com New (SNGX) | 0.0 | $2.000000 | 1.00 | 2.00 | |
| Biovie Com Cl A New (BIVI) | 0.0 | $2.000000 | 1.00 | 2.00 |