Anchor Capital Advisors as of March 31, 2023
Portfolio Holdings for Anchor Capital Advisors
Anchor Capital Advisors holds 265 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Analog Devices (ADI) | 2.4 | $89M | 451k | 197.22 | |
| McKesson Corporation (MCK) | 2.2 | $84M | 237k | 356.05 | |
| CBOE Holdings (CBOE) | 2.2 | $82M | 608k | 134.24 | |
| Watsco, Incorporated (WSO) | 2.1 | $81M | 254k | 318.16 | |
| Dollar General (DG) | 2.0 | $74M | 353k | 210.46 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 1.9 | $74M | 794k | 92.69 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.9 | $73M | 134k | 545.67 | |
| A. O. Smith Corporation (AOS) | 1.9 | $72M | 1.0M | 69.15 | |
| First American Financial (FAF) | 1.9 | $70M | 1.3M | 55.66 | |
| Markel Corporation (MKL) | 1.8 | $70M | 55k | 1277.41 | |
| Hess (HES) | 1.8 | $68M | 516k | 132.34 | |
| Bwx Technologies (BWXT) | 1.8 | $68M | 1.1M | 63.04 | |
| Boston Scientific Corporation (BSX) | 1.8 | $67M | 1.3M | 50.03 | |
| Sun Communities (SUI) | 1.8 | $67M | 477k | 140.88 | |
| Diamondback Energy (FANG) | 1.8 | $66M | 491k | 135.17 | |
| Hershey Company (HSY) | 1.6 | $62M | 242k | 254.41 | |
| Fluor Corporation (FLR) | 1.6 | $61M | 2.0M | 30.91 | |
| Globe Life (GL) | 1.6 | $59M | 539k | 110.02 | |
| Insperity (NSP) | 1.6 | $59M | 485k | 121.55 | |
| Casey's General Stores (CASY) | 1.6 | $59M | 272k | 216.46 | |
| Entergy Corporation (ETR) | 1.6 | $59M | 545k | 107.74 | |
| Hubbell (HUBB) | 1.5 | $57M | 236k | 243.31 | |
| Portland Gen Elec Com New (POR) | 1.5 | $57M | 1.2M | 48.89 | |
| Te Connectivity SHS (TEL) | 1.5 | $57M | 433k | 131.15 | |
| Broadridge Financial Solutions (BR) | 1.5 | $56M | 383k | 146.57 | |
| Royal Gold (RGLD) | 1.5 | $56M | 433k | 129.71 | |
| Vontier Corporation (VNT) | 1.4 | $55M | 2.0M | 27.34 | |
| Expeditors International of Washington (EXPD) | 1.4 | $55M | 495k | 110.12 | |
| M&T Bank Corporation (MTB) | 1.4 | $54M | 450k | 119.57 | |
| Trane Technologies SHS (TT) | 1.4 | $53M | 287k | 183.98 | |
| Alliant Energy Corporation (LNT) | 1.4 | $53M | 983k | 53.40 | |
| Lamar Advertising Cl A (LAMR) | 1.4 | $52M | 522k | 99.89 | |
| Willis Towers Watson SHS (WTW) | 1.4 | $51M | 221k | 232.38 | |
| Alexandria Real Estate Equities (ARE) | 1.3 | $51M | 402k | 125.59 | |
| Gartner (IT) | 1.3 | $48M | 146k | 325.77 | |
| Ss&c Technologies Holding (SSNC) | 1.2 | $46M | 807k | 56.47 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.2 | $45M | 382k | 117.65 | |
| Avery Dennison Corporation (AVY) | 1.2 | $44M | 246k | 178.93 | |
| Waters Corporation (WAT) | 1.2 | $44M | 141k | 309.63 | |
| Xcel Energy (XEL) | 1.1 | $42M | 626k | 67.44 | |
| Ishares Tr Short Treas Bd (SHV) | 1.1 | $40M | 363k | 110.50 | |
| Autodesk (ADSK) | 1.0 | $39M | 185k | 208.16 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.0 | $38M | 470k | 81.70 | |
| Americold Rlty Tr (COLD) | 1.0 | $38M | 1.3M | 28.45 | |
| Microsoft Corporation (MSFT) | 0.8 | $31M | 106k | 288.30 | |
| Solaredge Technologies (SEDG) | 0.8 | $29M | 94k | 303.95 | |
| International Flavors & Fragrances (IFF) | 0.7 | $28M | 303k | 91.96 | |
| LKQ Corporation (LKQ) | 0.7 | $27M | 483k | 56.76 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.7 | $27M | 333k | 82.16 | |
| Halliburton Company (HAL) | 0.7 | $26M | 828k | 31.64 | |
| Dorman Products (DORM) | 0.7 | $26M | 297k | 86.26 | |
| Apple (AAPL) | 0.7 | $25M | 154k | 164.90 | |
| Ubiquiti (UI) | 0.7 | $25M | 93k | 271.69 | |
| Chevron Corporation (CVX) | 0.6 | $24M | 148k | 163.16 | |
| Johnson & Johnson (JNJ) | 0.6 | $24M | 155k | 155.00 | |
| Eaton Corp SHS (ETN) | 0.6 | $23M | 136k | 171.34 | |
| Procter & Gamble Company (PG) | 0.6 | $23M | 152k | 148.69 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $22M | 171k | 130.31 | |
| Pepsi (PEP) | 0.6 | $22M | 122k | 182.30 | |
| Epam Systems (EPAM) | 0.6 | $22M | 73k | 299.00 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $21M | 210k | 99.12 | |
| Chubb (CB) | 0.5 | $20M | 104k | 194.18 | |
| Progressive Corporation (PGR) | 0.5 | $19M | 135k | 143.06 | |
| Mondelez Intl Cl A (MDLZ) | 0.5 | $19M | 266k | 69.72 | |
| Marathon Petroleum Corp (MPC) | 0.5 | $18M | 136k | 134.83 | |
| Lowe's Companies (LOW) | 0.5 | $18M | 88k | 199.97 | |
| Ida (IDA) | 0.5 | $17M | 161k | 108.33 | |
| Abbvie (ABBV) | 0.5 | $17M | 109k | 159.37 | |
| UnitedHealth (UNH) | 0.5 | $17M | 36k | 472.59 | |
| Cme (CME) | 0.5 | $17M | 89k | 191.52 | |
| Wal-Mart Stores (WMT) | 0.4 | $17M | 112k | 147.45 | |
| salesforce (CRM) | 0.4 | $16M | 80k | 199.78 | |
| Visa Com Cl A (V) | 0.4 | $16M | 70k | 225.46 | |
| Corteva (CTVA) | 0.4 | $15M | 256k | 60.31 | |
| Shell Spon Ads (SHEL) | 0.4 | $15M | 256k | 57.54 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $15M | 286k | 51.28 | |
| Alcon Ord Shs (ALC) | 0.4 | $15M | 207k | 70.54 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $15M | 288k | 50.54 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $15M | 31k | 472.73 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $15M | 148k | 97.93 | |
| Abbott Laboratories (ABT) | 0.4 | $15M | 143k | 101.26 | |
| W.R. Berkley Corporation (WRB) | 0.4 | $14M | 229k | 62.26 | |
| Air Products & Chemicals (APD) | 0.4 | $14M | 48k | 287.21 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $13M | 354k | 37.91 | |
| American Tower Reit (AMT) | 0.3 | $13M | 64k | 204.34 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $12M | 116k | 106.20 | |
| Franco-Nevada Corporation (FNV) | 0.3 | $12M | 84k | 145.80 | |
| Diageo Spon Adr New (DEO) | 0.3 | $12M | 68k | 181.18 | |
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $12M | 174k | 69.41 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $12M | 36k | 336.11 | |
| Qualcomm (QCOM) | 0.3 | $12M | 93k | 127.58 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $12M | 38k | 308.77 | |
| Nextera Energy (NEE) | 0.3 | $11M | 148k | 77.08 | |
| Walt Disney Company (DIS) | 0.3 | $11M | 112k | 100.13 | |
| American Express Company (AXP) | 0.3 | $11M | 67k | 164.95 | |
| CVS Caremark Corporation (CVS) | 0.3 | $11M | 146k | 74.31 | |
| Otis Worldwide Corp (OTIS) | 0.3 | $10M | 119k | 84.40 | |
| Boeing Company (BA) | 0.3 | $10M | 47k | 212.43 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $9.9M | 130k | 76.23 | |
| PNC Financial Services (PNC) | 0.3 | $9.8M | 77k | 127.10 | |
| Medtronic SHS (MDT) | 0.3 | $9.6M | 119k | 80.62 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $8.4M | 85k | 99.25 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $8.2M | 102k | 80.22 | |
| Freeport-mcmoran CL B (FCX) | 0.2 | $7.6M | 185k | 40.91 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $5.5M | 50k | 109.61 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.3M | 24k | 178.40 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $4.2M | 19k | 225.23 | |
| Clorox Company (CLX) | 0.1 | $3.6M | 23k | 158.24 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 0.1 | $3.6M | 86k | 41.78 | |
| Texas Pacific Land Corp (TPL) | 0.1 | $3.6M | 2.1k | 1701.02 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $3.5M | 76k | 46.00 | |
| International Money Express (IMXI) | 0.1 | $3.4M | 132k | 25.78 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $3.3M | 43k | 76.49 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $3.2M | 21k | 152.26 | |
| ICF International (ICFI) | 0.1 | $3.2M | 29k | 109.70 | |
| Unilever Spon Adr New (UL) | 0.1 | $3.0M | 57k | 51.93 | |
| Hologic (HOLX) | 0.1 | $2.9M | 36k | 80.70 | |
| Cisco Systems (CSCO) | 0.1 | $2.7M | 52k | 52.27 | |
| Nv5 Holding (NVEE) | 0.1 | $2.6M | 25k | 103.97 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.6M | 34k | 75.15 | |
| Aon Shs Cl A (AON) | 0.1 | $2.6M | 8.1k | 315.29 | |
| Genuine Parts Company (GPC) | 0.1 | $2.5M | 15k | 167.31 | |
| Everest Re Group (EG) | 0.1 | $2.5M | 7.0k | 358.02 | |
| Huntsman Corporation (HUN) | 0.1 | $2.5M | 91k | 27.36 | |
| Coca-Cola Company (KO) | 0.1 | $2.4M | 39k | 62.03 | |
| Pjt Partners Com Cl A (PJT) | 0.1 | $2.4M | 34k | 72.19 | |
| Boot Barn Hldgs (BOOT) | 0.1 | $2.4M | 31k | 76.64 | |
| Msa Safety Inc equity (MSA) | 0.1 | $2.4M | 18k | 133.50 | |
| Dow (DOW) | 0.1 | $2.3M | 41k | 54.82 | |
| RPM International (RPM) | 0.1 | $2.2M | 26k | 87.24 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.2M | 32k | 69.92 | |
| Electronic Arts (EA) | 0.1 | $2.1M | 18k | 120.45 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.9M | 33k | 58.54 | |
| Sonoco Products Company (SON) | 0.1 | $1.9M | 31k | 61.00 | |
| Crown Holdings (CCK) | 0.0 | $1.8M | 22k | 82.71 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.6M | 19k | 83.04 | |
| Ross Stores (ROST) | 0.0 | $1.6M | 15k | 106.13 | |
| UFP Technologies (UFPT) | 0.0 | $1.6M | 12k | 129.84 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.5M | 22k | 71.52 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $1.5M | 30k | 50.39 | |
| Cavco Industries (CVCO) | 0.0 | $1.4M | 4.4k | 317.74 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.4M | 14k | 99.64 | |
| Truist Financial Corp equities (TFC) | 0.0 | $1.4M | 40k | 34.10 | |
| Paypal Holdings (PYPL) | 0.0 | $1.3M | 18k | 75.94 | |
| Winmark Corporation (WINA) | 0.0 | $1.3M | 4.1k | 320.43 | |
| Transcat (TRNS) | 0.0 | $1.3M | 15k | 89.39 | |
| Harrow Health (HROW) | 0.0 | $1.3M | 59k | 21.16 | |
| SkyWest (SKYW) | 0.0 | $1.2M | 55k | 22.17 | |
| Pdc Energy | 0.0 | $1.2M | 19k | 64.18 | |
| Sp Plus | 0.0 | $1.2M | 35k | 34.29 | |
| Janus International Group In Common Stock (JBI) | 0.0 | $1.2M | 120k | 9.86 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.2M | 6.2k | 186.81 | |
| Mastech Holdings (MHH) | 0.0 | $1.2M | 94k | 12.32 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.0 | $1.2M | 53k | 21.88 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $1.1M | 24k | 47.82 | |
| Nelnet Cl A (NNI) | 0.0 | $1.1M | 12k | 91.89 | |
| Unitil Corporation (UTL) | 0.0 | $1.1M | 19k | 57.04 | |
| Celsius Hldgs Com New (CELH) | 0.0 | $1.1M | 12k | 92.94 | |
| Perficient (PRFT) | 0.0 | $1.1M | 15k | 72.19 | |
| Stag Industrial (STAG) | 0.0 | $1.1M | 32k | 33.82 | |
| Inmode SHS (INMD) | 0.0 | $1.1M | 33k | 31.96 | |
| Dream Finders Homes Com Cl A (DFH) | 0.0 | $1.0M | 79k | 13.25 | |
| Hillman Solutions Corp (HLMN) | 0.0 | $1.0M | 123k | 8.42 | |
| Hawkins (HWKN) | 0.0 | $1.0M | 23k | 43.78 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.0M | 7.3k | 137.02 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $999k | 21k | 47.70 | |
| Pfizer (PFE) | 0.0 | $995k | 24k | 40.80 | |
| Progress Software Corporation (PRGS) | 0.0 | $992k | 17k | 57.45 | |
| Stryker Corporation (SYK) | 0.0 | $973k | 3.4k | 285.47 | |
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.0 | $956k | 35k | 27.03 | |
| Community Healthcare Tr (CHCT) | 0.0 | $948k | 26k | 36.60 | |
| Community Bank System (CBU) | 0.0 | $942k | 18k | 52.49 | |
| Fiserv (FI) | 0.0 | $932k | 8.2k | 113.03 | |
| Safety Insurance (SAFT) | 0.0 | $929k | 13k | 74.52 | |
| United Bankshares (UBSI) | 0.0 | $912k | 26k | 35.20 | |
| Nicolet Bankshares (NIC) | 0.0 | $910k | 14k | 63.05 | |
| Mp Materials Corp Com Cl A (MP) | 0.0 | $850k | 30k | 28.19 | |
| Simpson Manufacturing (SSD) | 0.0 | $849k | 7.7k | 109.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $830k | 8.0k | 103.73 | |
| Gibraltar Industries (ROCK) | 0.0 | $826k | 17k | 48.50 | |
| Hingham Institution for Savings (HIFS) | 0.0 | $824k | 3.5k | 233.44 | |
| Douglas Dynamics (PLOW) | 0.0 | $809k | 25k | 31.89 | |
| Eversource Energy (ES) | 0.0 | $806k | 10k | 78.26 | |
| Exp World Holdings Inc equities (EXPI) | 0.0 | $797k | 63k | 12.69 | |
| Spectrum Brands Holding (SPB) | 0.0 | $788k | 12k | 66.22 | |
| Evi Industries (EVI) | 0.0 | $780k | 39k | 19.80 | |
| Zevia Pbc Cl A (ZVIA) | 0.0 | $777k | 202k | 3.85 | |
| Taskus Class A Com (TASK) | 0.0 | $766k | 53k | 14.44 | |
| Endava Ads (DAVA) | 0.0 | $741k | 11k | 67.18 | |
| Audioeye Com New (AEYE) | 0.0 | $721k | 102k | 7.10 | |
| Helen Of Troy (HELE) | 0.0 | $711k | 7.5k | 95.17 | |
| Science App Int'l (SAIC) | 0.0 | $707k | 6.6k | 107.46 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $689k | 6.6k | 104.00 | |
| First of Long Island Corporation (FLIC) | 0.0 | $684k | 51k | 13.50 | |
| Citi Trends (CTRN) | 0.0 | $684k | 36k | 19.02 | |
| Canadian Pacific Railway | 0.0 | $684k | 8.9k | 76.94 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $682k | 7.5k | 91.16 | |
| Thoughtworks Holding (TWKS) | 0.0 | $672k | 91k | 7.36 | |
| Ibex Shs New (IBEX) | 0.0 | $645k | 26k | 24.40 | |
| Illinois Tool Works (ITW) | 0.0 | $636k | 2.6k | 243.45 | |
| Pioneer Natural Resources | 0.0 | $632k | 3.1k | 204.24 | |
| ResMed (RMD) | 0.0 | $631k | 2.9k | 218.99 | |
| Open Lending Corp Com Cl A (LPRO) | 0.0 | $624k | 89k | 7.04 | |
| FactSet Research Systems (FDS) | 0.0 | $623k | 1.5k | 415.09 | |
| Mvb Financial (MVBF) | 0.0 | $620k | 30k | 20.64 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $596k | 2.9k | 204.10 | |
| Marriott Intl Cl A (MAR) | 0.0 | $590k | 3.6k | 166.04 | |
| ConocoPhillips (COP) | 0.0 | $584k | 5.9k | 99.22 | |
| Viemed Healthcare (VMD) | 0.0 | $582k | 60k | 9.66 | |
| Envela Corporation (ELA) | 0.0 | $580k | 89k | 6.50 | |
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $580k | 22k | 26.88 | |
| BRC Com Cl A (BRCC) | 0.0 | $573k | 111k | 5.14 | |
| Mid-America Apartment (MAA) | 0.0 | $554k | 3.7k | 151.04 | |
| Insight Enterprises (NSIT) | 0.0 | $554k | 3.9k | 142.96 | |
| Easterly Government Properti reit (DEA) | 0.0 | $551k | 40k | 13.74 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $521k | 2.8k | 186.01 | |
| Eli Lilly & Co. (LLY) | 0.0 | $507k | 1.5k | 343.42 | |
| State Street Corporation (STT) | 0.0 | $500k | 6.6k | 75.69 | |
| Intel Corporation (INTC) | 0.0 | $477k | 15k | 32.67 | |
| Digital Turbine Com New (APPS) | 0.0 | $463k | 38k | 12.36 | |
| NuVasive | 0.0 | $453k | 11k | 41.31 | |
| Grid Dynamics Hldgs Cl A (GDYN) | 0.0 | $445k | 39k | 11.46 | |
| Home Depot (HD) | 0.0 | $408k | 1.4k | 295.12 | |
| Becton, Dickinson and (BDX) | 0.0 | $396k | 1.6k | 247.54 | |
| Citigroup Com New (C) | 0.0 | $386k | 8.2k | 46.89 | |
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $385k | 17k | 22.13 | |
| The Real Good Food Company I Com Cl A (RGF) | 0.0 | $357k | 85k | 4.22 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $340k | 4.6k | 73.83 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $325k | 4.9k | 66.85 | |
| Oracle Corporation (ORCL) | 0.0 | $323k | 3.5k | 92.92 | |
| Intelligent Sys Corp (CCRD) | 0.0 | $317k | 11k | 30.13 | |
| Amazon (AMZN) | 0.0 | $316k | 3.1k | 103.29 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $307k | 670.00 | 458.41 | |
| Red Violet (RDVT) | 0.0 | $306k | 17k | 17.60 | |
| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.0 | $304k | 6.1k | 49.64 | |
| Amgen (AMGN) | 0.0 | $299k | 1.2k | 241.75 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $298k | 4.1k | 72.74 | |
| 3M Company (MMM) | 0.0 | $290k | 2.8k | 105.11 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $290k | 1.9k | 154.01 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $282k | 3.5k | 79.72 | |
| Norfolk Southern (NSC) | 0.0 | $278k | 1.3k | 212.00 | |
| S&p Global (SPGI) | 0.0 | $277k | 802.00 | 344.77 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $274k | 475.00 | 576.37 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $273k | 2.5k | 109.65 | |
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $273k | 6.8k | 39.86 | |
| GSK Sponsored Adr (GSK) | 0.0 | $270k | 7.6k | 35.58 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $251k | 613.00 | 409.39 | |
| Caterpillar (CAT) | 0.0 | $247k | 1.1k | 228.84 | |
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $247k | 3.8k | 65.10 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $246k | 2.4k | 102.77 | |
| Bm Technologies Cl A Com (BMTX) | 0.0 | $244k | 69k | 3.52 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $238k | 6.0k | 39.46 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $238k | 4.4k | 54.57 | |
| Ishares Tr Ibonds 27 Etf (Principal) (IBDS) | 0.0 | $237k | 9.9k | 23.82 | |
| Southern Company (SO) | 0.0 | $237k | 3.4k | 69.58 | |
| Ishares Tr Ibonds Dec2026 (Principal) (IBDR) | 0.0 | $236k | 9.9k | 23.73 | |
| Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) | 0.0 | $235k | 9.6k | 24.53 | |
| Cambridge Ban (CATC) | 0.0 | $230k | 3.5k | 64.81 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $218k | 1.7k | 129.16 | |
| Woodward Governor Company (WWD) | 0.0 | $201k | 2.1k | 97.36 | |
| Lifemd (LFMD) | 0.0 | $152k | 89k | 1.70 | |
| The Real Brokerage Com New (REAX) | 0.0 | $150k | 124k | 1.21 | |
| Fathom Holdings (FTHM) | 0.0 | $138k | 33k | 4.25 | |
| Haleon Spon Ads (HLN) | 0.0 | $94k | 12k | 8.14 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $51k | 16k | 3.12 |
