Arlington Trust as of Dec. 31, 2025
Portfolio Holdings for Arlington Trust
Arlington Trust holds 431 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Etf Opportunities Trust (AQEC) | 59.5 | $583M | 23M | 25.87 | |
| Vanguard Total Stock Market ETF (VTI) | 6.6 | $64M | 192k | 335.27 | |
| Vanguard High Dividend Yield ETF (VYM) | 6.4 | $62M | 435k | 143.52 | |
| Vanguard Europe Pacific ETF (VEA) | 5.3 | $52M | 825k | 62.47 | |
| Vanguard Dividend Appreciation ETF (VIG) | 3.7 | $37M | 167k | 219.78 | |
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 2.8 | $27M | 304k | 90.00 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 2.4 | $24M | 124k | 191.56 | |
| Berkshire Hathaway (BRK.B) | 1.1 | $11M | 21k | 502.66 | |
| iShares S&P 500 Value Index (IVE) | 1.1 | $10M | 49k | 212.07 | |
| Proshares Tr russ 2000 divd (SMDV) | 0.9 | $8.8M | 134k | 66.08 | |
| Apple (AAPL) | 0.6 | $5.7M | 21k | 271.86 | |
| iShares S&P 500 Index (IVV) | 0.4 | $4.3M | 6.3k | 684.95 | |
| Microsoft Corporation (MSFT) | 0.4 | $3.8M | 8.0k | 483.62 | |
| iShares S&P MidCap 400 Index (IJH) | 0.4 | $3.5M | 53k | 66.00 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.3 | $3.3M | 5.3k | 627.13 | |
| Vanguard Admiral Fds Inc equity (VOOV) | 0.3 | $3.2M | 16k | 204.85 | |
| iShares Gold Trust (IAU) | 0.3 | $3.0M | 37k | 81.17 | |
| NVIDIA Corporation (NVDA) | 0.3 | $3.0M | 16k | 186.50 | |
| Powershares Db Gold Dou (DGP) | 0.3 | $2.9M | 18k | 161.01 | |
| SPDR Gold Trust (GLD) | 0.3 | $2.9M | 7.2k | 396.31 | |
| Tesla Motors (TSLA) | 0.3 | $2.8M | 6.2k | 449.72 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $2.2M | 7.0k | 313.00 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $2.0M | 3.0k | 681.92 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $1.8M | 5.8k | 313.80 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.2 | $1.8M | 21k | 84.64 | |
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $1.8M | 7.0k | 258.79 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.2 | $1.8M | 13k | 141.49 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.2 | $1.7M | 18k | 99.52 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.2 | $1.7M | 22k | 75.44 | |
| Flexshares Tr m star dev mkt (TLTD) | 0.2 | $1.6M | 17k | 92.73 | |
| Broadcom (AVGO) | 0.2 | $1.5M | 4.4k | 346.10 | |
| Amazon (AMZN) | 0.2 | $1.5M | 6.5k | 230.82 | |
| Global X Mlp & Energy Infrastructure Etf etf (MLPX) | 0.2 | $1.5M | 24k | 60.53 | |
| M&T Bank Corporation (MTB) | 0.1 | $1.4M | 6.8k | 201.48 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $1.3M | 11k | 120.18 | |
| Visa (V) | 0.1 | $1.3M | 3.7k | 350.71 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.1 | $1.2M | 14k | 91.38 | |
| Vanguard Total World Stock Idx (VT) | 0.1 | $1.2M | 8.5k | 141.06 | |
| Facebook Inc cl a (META) | 0.1 | $1.2M | 1.8k | 660.09 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.1 | $1.1M | 10k | 106.70 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $920k | 2.9k | 322.22 | |
| SPDR DJ Wilshire Large Cap (SPYM) | 0.1 | $742k | 9.2k | 80.22 | |
| Ishares Tr cmn (GOVT) | 0.1 | $732k | 32k | 23.02 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.1 | $696k | 8.4k | 82.50 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $578k | 11k | 54.71 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $562k | 3.8k | 148.69 | |
| Chevron Corporation (CVX) | 0.1 | $527k | 3.5k | 152.41 | |
| Wal-Mart Stores (WMT) | 0.1 | $521k | 4.7k | 111.41 | |
| iShares Russell 1000 Value Index (IWD) | 0.1 | $515k | 2.5k | 210.34 | |
| Aberdeen Standard Physical Silver Shares Etf etf (SIVR) | 0.1 | $507k | 7.5k | 67.64 | |
| Barclays Bk Plc fund (ATMP) | 0.1 | $504k | 18k | 28.77 | |
| Sprott Physical Silver Tr tr unit (PSLV) | 0.1 | $499k | 21k | 23.65 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $488k | 1.0k | 473.30 | |
| Costco Wholesale Corporation (COST) | 0.0 | $448k | 520.00 | 862.34 | |
| Cisco Systems (CSCO) | 0.0 | $445k | 5.8k | 77.03 | |
| Genesis Energy (GEL) | 0.0 | $445k | 29k | 15.60 | |
| Schwab U S Broad Market ETF (SCHB) | 0.0 | $444k | 17k | 26.23 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 0.0 | $443k | 6.9k | 64.39 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $402k | 2.2k | 183.40 | |
| Ishares Tr edge invt grde (IGEB) | 0.0 | $376k | 8.2k | 45.66 | |
| Hca Holdings (HCA) | 0.0 | $350k | 750.00 | 466.86 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.0 | $347k | 3.6k | 95.22 | |
| Home Depot (HD) | 0.0 | $346k | 1.0k | 344.10 | |
| Truist Financial Corp equities (TFC) | 0.0 | $343k | 7.0k | 49.21 | |
| Southern Company (SO) | 0.0 | $316k | 3.6k | 87.20 | |
| Bank of America Corporation (BAC) | 0.0 | $315k | 5.7k | 55.00 | |
| iShares S&P Global Technology Sect. (IXN) | 0.0 | $308k | 2.9k | 105.00 | |
| Ishares Tr core tl usd bd (IUSB) | 0.0 | $302k | 6.5k | 46.54 | |
| Intuitive Surgical (ISRG) | 0.0 | $297k | 524.00 | 566.36 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $297k | 9.1k | 32.75 | |
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $294k | 4.1k | 71.41 | |
| iShares S&P 100 Index (OEF) | 0.0 | $292k | 850.00 | 342.97 | |
| Vanguard Large-Cap ETF (VV) | 0.0 | $283k | 900.00 | 314.80 | |
| Global X Fds global x silver (SIL) | 0.0 | $270k | 3.2k | 83.52 | |
| Abbott Laboratories (ABT) | 0.0 | $259k | 2.1k | 125.29 | |
| Oracle Corporation (ORCL) | 0.0 | $258k | 1.3k | 194.91 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $254k | 4.7k | 53.76 | |
| Sony Corporation (SONY) | 0.0 | $254k | 9.9k | 25.60 | |
| Caterpillar (CAT) | 0.0 | $252k | 440.00 | 572.87 | |
| Servisfirst Bancshares (SFBS) | 0.0 | $241k | 3.4k | 71.79 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.0 | $222k | 4.7k | 46.86 | |
| Apollo Global Mgmt (APO) | 0.0 | $217k | 1.5k | 144.76 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $216k | 2.5k | 85.77 | |
| Shopify Inc cl a (SHOP) | 0.0 | $209k | 1.3k | 160.97 | |
| MasterCard Incorporated (MA) | 0.0 | $207k | 363.00 | 570.88 | |
| Trustmark Corporation (TRMK) | 0.0 | $207k | 5.3k | 38.95 | |
| Markel Corporation (MKL) | 0.0 | $206k | 96.00 | 2149.65 | |
| SPDR DJ Wilshire Mid Cap (SPMD) | 0.0 | $199k | 3.4k | 57.91 | |
| American Express Company (AXP) | 0.0 | $198k | 534.00 | 369.95 | |
| Intuit (INTU) | 0.0 | $196k | 296.00 | 662.42 | |
| TJX Companies (TJX) | 0.0 | $192k | 1.3k | 153.61 | |
| Goldman Sachs Physical Gold (AAAU) | 0.0 | $192k | 4.5k | 42.55 | |
| At&t (T) | 0.0 | $183k | 7.4k | 24.84 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $181k | 295.00 | 614.31 | |
| Palantir Technologies (PLTR) | 0.0 | $178k | 1.0k | 177.75 | |
| Vanguard Total Bond Market ETF (BND) | 0.0 | $176k | 2.4k | 74.07 | |
| Eli Lilly & Co. (LLY) | 0.0 | $176k | 164.00 | 1074.68 | |
| Mplx (MPLX) | 0.0 | $176k | 3.3k | 53.37 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $175k | 6.5k | 26.91 | |
| Sprott Physical Gold Trust (PHYS) | 0.0 | $172k | 5.2k | 33.02 | |
| Steel Dynamics (STLD) | 0.0 | $170k | 1.0k | 169.45 | |
| eBay (EBAY) | 0.0 | $169k | 1.9k | 87.10 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.0 | $169k | 3.4k | 50.29 | |
| Johnson & Johnson (JNJ) | 0.0 | $164k | 794.00 | 206.95 | |
| Deere & Company (DE) | 0.0 | $163k | 350.00 | 465.57 | |
| O'reilly Automotive (ORLY) | 0.0 | $161k | 1.8k | 91.21 | |
| Orrstown Financial Services (ORRF) | 0.0 | $158k | 4.5k | 35.42 | |
| Globe Life (GL) | 0.0 | $156k | 1.1k | 139.86 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $155k | 205.00 | 753.78 | |
| Applied Materials (AMAT) | 0.0 | $150k | 584.00 | 256.99 | |
| Advanced Micro Devices (AMD) | 0.0 | $148k | 691.00 | 214.16 | |
| Compass (COMP) | 0.0 | $148k | 14k | 10.57 | |
| Energy Transfer Equity (ET) | 0.0 | $147k | 8.9k | 16.49 | |
| Cigna Corp (CI) | 0.0 | $147k | 535.00 | 275.23 | |
| Sherwin-Williams Company (SHW) | 0.0 | $147k | 454.00 | 324.03 | |
| iShares S&P GSCI Commodity-Indexed (GSG) | 0.0 | $144k | 6.3k | 23.06 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $143k | 163.00 | 878.96 | |
| Edwards Lifesciences (EW) | 0.0 | $139k | 1.6k | 85.25 | |
| Vanguard Value ETF (VTV) | 0.0 | $136k | 710.00 | 190.99 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $134k | 1.5k | 89.46 | |
| Corteva (CTVA) | 0.0 | $134k | 2.0k | 67.03 | |
| Coca-Cola Company (KO) | 0.0 | $132k | 1.9k | 69.91 | |
| Ecolab (ECL) | 0.0 | $131k | 500.00 | 262.52 | |
| Sch Fnd Intl Lg Etf (FNDF) | 0.0 | $123k | 2.7k | 45.21 | |
| Abbvie (ABBV) | 0.0 | $121k | 530.00 | 228.49 | |
| salesforce (CRM) | 0.0 | $121k | 455.00 | 264.91 | |
| Palo Alto Networks (PANW) | 0.0 | $119k | 646.00 | 184.20 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $119k | 1.2k | 96.27 | |
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.0 | $117k | 1.2k | 101.67 | |
| Goldman Sachs Etf Tr equal weig (GSEW) | 0.0 | $117k | 1.4k | 85.12 | |
| Targa Res Corp (TRGP) | 0.0 | $111k | 600.00 | 184.50 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $108k | 541.00 | 198.62 | |
| iShares Dow Jones US Financial (IYF) | 0.0 | $106k | 825.00 | 128.93 | |
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.0 | $106k | 3.9k | 27.21 | |
| Natural Resource Partners miscellaneous-ltd partnerships (NRP) | 0.0 | $104k | 1.0k | 104.40 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $104k | 915.00 | 113.72 | |
| Uber Technologies (UBER) | 0.0 | $103k | 1.3k | 81.71 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $101k | 1.7k | 58.73 | |
| A. O. Smith Corporation (AOS) | 0.0 | $100k | 1.5k | 66.88 | |
| Medtronic (MDT) | 0.0 | $100k | 1.0k | 96.06 | |
| Bluerock Pvt Real Estate (BPRE) | 0.0 | $97k | 6.5k | 15.00 | |
| United States Oil Fund, Lp etf (USO) | 0.0 | $94k | 1.4k | 69.16 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $94k | 200.00 | 468.76 | |
| Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.0 | $92k | 2.9k | 31.51 | |
| Boston Scientific Corporation (BSX) | 0.0 | $92k | 963.00 | 95.35 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $90k | 3.0k | 30.07 | |
| Ameriprise Financial (AMP) | 0.0 | $90k | 183.00 | 490.34 | |
| Nextera Energy (NEE) | 0.0 | $90k | 1.1k | 80.28 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $89k | 1.0k | 89.20 | |
| Blackrock (BLK) | 0.0 | $89k | 83.00 | 1070.34 | |
| Vanguard Admiral Fds Inc cmn (VIOO) | 0.0 | $89k | 798.00 | 110.96 | |
| Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) | 0.0 | $87k | 765.00 | 113.78 | |
| Stryker Corporation (SYK) | 0.0 | $86k | 245.00 | 351.47 | |
| Qualcomm (QCOM) | 0.0 | $86k | 500.00 | 171.05 | |
| Alcon (ALC) | 0.0 | $85k | 1.1k | 78.81 | |
| Procter & Gamble Company (PG) | 0.0 | $85k | 595.00 | 143.31 | |
| Vanguard Extended Market ETF (VXF) | 0.0 | $84k | 400.00 | 209.12 | |
| Black Stone Minerals (BSM) | 0.0 | $83k | 6.3k | 13.29 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $83k | 200.00 | 412.77 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $82k | 3.0k | 27.43 | |
| Pepsi (PEP) | 0.0 | $81k | 565.00 | 143.52 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $81k | 678.00 | 119.41 | |
| Pacer Fds Tr us cash cows 100 (COWZ) | 0.0 | $77k | 1.3k | 60.17 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $77k | 132.00 | 579.45 | |
| Delta Air Lines (DAL) | 0.0 | $76k | 1.1k | 69.40 | |
| Dorchester Minerals (DMLP) | 0.0 | $76k | 3.4k | 22.36 | |
| Vanguard Growth ETF (VUG) | 0.0 | $75k | 153.00 | 487.86 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $73k | 609.00 | 120.34 | |
| Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.0 | $73k | 1.6k | 46.92 | |
| Danaher Corporation (DHR) | 0.0 | $72k | 316.00 | 228.92 | |
| FedEx Corporation (FDX) | 0.0 | $72k | 250.00 | 288.86 | |
| S&p Global (SPGI) | 0.0 | $72k | 138.00 | 522.59 | |
| Ishares Tr etf msci usa (ESGU) | 0.0 | $72k | 480.00 | 148.98 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $71k | 204.00 | 349.99 | |
| Encompass Health Corp (EHC) | 0.0 | $71k | 671.00 | 106.14 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $70k | 955.00 | 73.56 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $69k | 238.00 | 290.22 | |
| Ishares Tr usa min vo (USMV) | 0.0 | $69k | 728.00 | 94.16 | |
| Servicenow (NOW) | 0.0 | $67k | 440.00 | 153.19 | |
| Comcast Corporation (CMCSA) | 0.0 | $66k | 2.2k | 29.89 | |
| Ishares Tr intl dev ql fc (IQLT) | 0.0 | $66k | 1.5k | 45.45 | |
| Goldman Sachs (GS) | 0.0 | $65k | 74.00 | 879.00 | |
| Merck & Co (MRK) | 0.0 | $65k | 615.00 | 105.26 | |
| Dimensional Etf Trust (DFAU) | 0.0 | $64k | 1.4k | 46.80 | |
| Palmer Square Capital BDC (PSBD) | 0.0 | $63k | 5.2k | 12.19 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $63k | 500.00 | 125.82 | |
| Etfs Physical Platinum (PPLT) | 0.0 | $62k | 332.00 | 186.43 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $61k | 46.00 | 1329.85 | |
| CF Industries Holdings (CF) | 0.0 | $58k | 750.00 | 77.34 | |
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 0.0 | $58k | 160.00 | 360.13 | |
| Amgen (AMGN) | 0.0 | $56k | 170.00 | 327.31 | |
| Invesco Exchange Traded Fd T s&p500 pur val (RPV) | 0.0 | $55k | 530.00 | 103.36 | |
| Dollar General (DG) | 0.0 | $54k | 409.00 | 132.77 | |
| Ishares Inc msci emrg chn (EMXC) | 0.0 | $54k | 744.00 | 72.68 | |
| UnitedHealth (UNH) | 0.0 | $54k | 163.00 | 330.11 | |
| Colgate-Palmolive Company (CL) | 0.0 | $53k | 670.00 | 79.02 | |
| iShares Russell 3000 Value Index (IUSV) | 0.0 | $51k | 500.00 | 102.54 | |
| Magnolia Oil & Gas Corp magnolia oil & gas corp (MGY) | 0.0 | $50k | 2.3k | 21.89 | |
| SYSCO Corporation (SYY) | 0.0 | $46k | 626.00 | 73.69 | |
| Cnh Industrial (CNH) | 0.0 | $46k | 5.0k | 9.22 | |
| Vanguard Admiral Fds Inc equity (VOOG) | 0.0 | $45k | 102.00 | 444.59 | |
| Warner Bros. Discovery (WBD) | 0.0 | $45k | 1.6k | 28.82 | |
| Fidelity msci hlth care i (FHLC) | 0.0 | $45k | 600.00 | 74.28 | |
| Mach Natural Resources (MNR) | 0.0 | $44k | 4.0k | 11.04 | |
| AFLAC Incorporated (AFL) | 0.0 | $44k | 400.00 | 110.27 | |
| Intercontinental Exchange (ICE) | 0.0 | $44k | 269.00 | 161.96 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $43k | 790.00 | 54.77 | |
| Alerian Mlp Etf etf (AMLP) | 0.0 | $43k | 910.00 | 47.02 | |
| Consolidated Edison (ED) | 0.0 | $43k | 429.00 | 99.32 | |
| Ishares Bitcoin Tr (IBIT) | 0.0 | $42k | 850.00 | 49.65 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.0 | $42k | 250.00 | 167.94 | |
| Eaton (ETN) | 0.0 | $42k | 131.00 | 318.51 | |
| Ishares Inc core msci emkt (IEMG) | 0.0 | $41k | 608.00 | 67.22 | |
| Starbucks Corporation (SBUX) | 0.0 | $40k | 478.00 | 84.21 | |
| Franklin Bsp Realty Trust (FBRT) | 0.0 | $40k | 4.0k | 10.03 | |
| Diamondback Energy (FANG) | 0.0 | $39k | 259.00 | 150.33 | |
| Global Payments (GPN) | 0.0 | $39k | 500.00 | 77.40 | |
| Prologis (PLD) | 0.0 | $38k | 300.00 | 127.66 | |
| iShares Dow Jones US Pharm Indx (IHE) | 0.0 | $38k | 450.00 | 84.83 | |
| Ishares Tr broad usd high (USHY) | 0.0 | $37k | 1.0k | 37.40 | |
| Invesco Ftse Rafi Dev etf - e (PXF) | 0.0 | $37k | 565.00 | 65.55 | |
| Global Net Lease (GNL) | 0.0 | $36k | 4.2k | 8.60 | |
| Schwab 1000 Index Etf etf (SCHK) | 0.0 | $36k | 1.1k | 32.80 | |
| Micron Technology (MU) | 0.0 | $34k | 120.00 | 285.41 | |
| Ishares Tr us infrastruc (IFRA) | 0.0 | $34k | 648.00 | 52.62 | |
| Jp Morgan Exchange Traded Fd fund (JMOM) | 0.0 | $34k | 500.00 | 68.15 | |
| Ishares Msci United Kingdom Index etf (EWU) | 0.0 | $34k | 765.00 | 43.98 | |
| Honeywell International (HON) | 0.0 | $34k | 172.00 | 195.09 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $33k | 131.00 | 250.31 | |
| Progressive Corporation (PGR) | 0.0 | $31k | 134.00 | 227.72 | |
| Janus Detroit Str Tr sml mid cp etf (JSMD) | 0.0 | $30k | 370.00 | 81.56 | |
| CVS Caremark Corporation (CVS) | 0.0 | $30k | 372.00 | 79.36 | |
| Portman Ridge Finance Corp (BCIC) | 0.0 | $29k | 2.5k | 11.83 | |
| Ishares Tr msci usa smlcp (SMLF) | 0.0 | $28k | 378.00 | 74.88 | |
| Ishares Tr msci usavalfct (VLUE) | 0.0 | $28k | 203.00 | 136.73 | |
| General Electric (GE) | 0.0 | $26k | 84.00 | 308.04 | |
| Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC) | 0.0 | $26k | 1.0k | 25.82 | |
| Ishares Tr core div grwth (DGRO) | 0.0 | $26k | 370.00 | 69.42 | |
| Vanguard European ETF (VGK) | 0.0 | $25k | 300.00 | 83.61 | |
| 3M Company (MMM) | 0.0 | $25k | 155.00 | 160.10 | |
| Novartis (NVS) | 0.0 | $25k | 179.00 | 137.87 | |
| International Flavors & Fragrances (IFF) | 0.0 | $24k | 355.00 | 67.39 | |
| Newmont Mining Corporation (NEM) | 0.0 | $24k | 235.00 | 99.85 | |
| Industrial SPDR (XLI) | 0.0 | $23k | 150.00 | 155.12 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $23k | 90.00 | 257.96 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $23k | 450.00 | 50.79 | |
| International Business Machines (IBM) | 0.0 | $22k | 75.00 | 296.21 | |
| SEI Investments Company (SEIC) | 0.0 | $20k | 248.00 | 82.02 | |
| Ban (TBBK) | 0.0 | $20k | 300.00 | 67.52 | |
| Las Vegas Sands (LVS) | 0.0 | $20k | 310.00 | 65.09 | |
| Walt Disney Company (DIS) | 0.0 | $20k | 177.00 | 113.77 | |
| McDonald's Corporation (MCD) | 0.0 | $19k | 63.00 | 305.63 | |
| Citigroup (C) | 0.0 | $19k | 165.00 | 116.69 | |
| Hubbell (HUBB) | 0.0 | $19k | 43.00 | 444.12 | |
| Ge Vernova (GEV) | 0.0 | $19k | 29.00 | 653.59 | |
| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.0 | $19k | 1.2k | 15.27 | |
| Tractor Supply Company (TSCO) | 0.0 | $19k | 375.00 | 50.01 | |
| Crh (CRH) | 0.0 | $19k | 148.00 | 124.80 | |
| Netflix (NFLX) | 0.0 | $18k | 195.00 | 93.76 | |
| Ark Etf Tr israel inovate (IZRL) | 0.0 | $18k | 595.00 | 29.89 | |
| Morgan Stanley (MS) | 0.0 | $18k | 100.00 | 177.53 | |
| Argenx Se (ARGX) | 0.0 | $18k | 21.00 | 840.95 | |
| Marvell Technology (MRVL) | 0.0 | $17k | 200.00 | 84.98 | |
| L3harris Technologies (LHX) | 0.0 | $17k | 57.00 | 293.56 | |
| SPDR DJ Global Titans (DGT) | 0.0 | $17k | 100.00 | 166.70 | |
| iShares Barclays Credit Bond Fund (USIG) | 0.0 | $17k | 320.00 | 51.77 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $17k | 145.00 | 113.92 | |
| Howmet Aerospace (HWM) | 0.0 | $16k | 80.00 | 205.03 | |
| British American Tobac (BTI) | 0.0 | $16k | 279.00 | 56.62 | |
| SPDR S&P World ex-US (SPDW) | 0.0 | $16k | 354.00 | 44.41 | |
| GSK (GSK) | 0.0 | $16k | 320.00 | 49.04 | |
| Lument Finance Trust (LFT) | 0.0 | $16k | 11k | 1.41 | |
| MicroStrategy Incorporated (MSTR) | 0.0 | $15k | 101.00 | 151.95 | |
| Cme (CME) | 0.0 | $15k | 56.00 | 273.07 | |
| American Tower Reit (AMT) | 0.0 | $15k | 84.00 | 175.57 | |
| Republic Services (RSG) | 0.0 | $15k | 69.00 | 211.93 | |
| Lam Research (LRCX) | 0.0 | $15k | 85.00 | 171.18 | |
| Technology SPDR (XLK) | 0.0 | $14k | 100.00 | 143.97 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $14k | 148.00 | 96.03 | |
| Voya Financial (VOYA) | 0.0 | $14k | 190.00 | 74.49 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $14k | 81.00 | 173.49 | |
| Trane Technologies (TT) | 0.0 | $14k | 36.00 | 389.19 | |
| Assurant (AIZ) | 0.0 | $14k | 57.00 | 240.84 | |
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $14k | 200.00 | 68.36 | |
| Dominion Resources (D) | 0.0 | $14k | 230.00 | 58.59 | |
| First Trust DJ Internet Index Fund (FDN) | 0.0 | $14k | 50.00 | 269.18 | |
| Invesco S&p 500 High Div, Low V equities (SPHD) | 0.0 | $13k | 280.00 | 48.00 | |
| Constellation Energy (CEG) | 0.0 | $13k | 37.00 | 353.27 | |
| Chewy Inc cl a (CHWY) | 0.0 | $13k | 390.00 | 33.05 | |
| Ametek (AME) | 0.0 | $13k | 62.00 | 205.31 | |
| Gilead Sciences (GILD) | 0.0 | $12k | 101.00 | 122.74 | |
| Global X Fds us infr dev (PAVE) | 0.0 | $12k | 250.00 | 47.79 | |
| Health Care SPDR (XLV) | 0.0 | $12k | 75.00 | 154.80 | |
| Boeing Company (BA) | 0.0 | $12k | 53.00 | 217.11 | |
| CenterPoint Energy (CNP) | 0.0 | $12k | 300.00 | 38.34 | |
| Amphenol Corporation (APH) | 0.0 | $12k | 85.00 | 135.14 | |
| Hut 8 Corp (HUT) | 0.0 | $12k | 250.00 | 45.94 | |
| EQT Corporation (EQT) | 0.0 | $11k | 210.00 | 53.60 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $11k | 45.00 | 246.16 | |
| Packaging Corporation of America (PKG) | 0.0 | $11k | 53.00 | 206.23 | |
| Mongodb Inc. Class A (MDB) | 0.0 | $11k | 26.00 | 419.69 | |
| Pulte (PHM) | 0.0 | $11k | 92.00 | 117.26 | |
| Epr Properties (EPR) | 0.0 | $11k | 215.00 | 49.90 | |
| Booking Holdings (BKNG) | 0.0 | $11k | 2.00 | 5355.50 | |
| Intel Corporation (INTC) | 0.0 | $11k | 290.00 | 36.90 | |
| Veralto Corp (VLTO) | 0.0 | $11k | 105.00 | 99.78 | |
| Comerica Incorporated | 0.0 | $10k | 120.00 | 86.93 | |
| Dolby Laboratories (DLB) | 0.0 | $10k | 160.00 | 64.22 | |
| Cummins (CMI) | 0.0 | $10k | 20.00 | 510.45 | |
| Metropcs Communications (TMUS) | 0.0 | $10k | 50.00 | 203.04 | |
| Vaneck Vectors Uranium + Nuclear Energy Etf etf (NLR) | 0.0 | $9.9k | 80.00 | 124.20 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $9.7k | 8.00 | 1215.12 | |
| Omni (OMC) | 0.0 | $9.7k | 120.00 | 80.75 | |
| ResMed (RMD) | 0.0 | $9.6k | 40.00 | 240.88 | |
| CSX Corporation (CSX) | 0.0 | $9.4k | 260.00 | 36.25 | |
| American International (AIG) | 0.0 | $9.4k | 110.00 | 85.55 | |
| ConocoPhillips (COP) | 0.0 | $9.4k | 100.00 | 93.61 | |
| Dex (DXCM) | 0.0 | $9.3k | 140.00 | 66.37 | |
| Capital One Financial (COF) | 0.0 | $9.2k | 38.00 | 242.37 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $9.1k | 110.00 | 82.82 | |
| Welltower Inc Com reit (WELL) | 0.0 | $9.1k | 49.00 | 185.61 | |
| Vaneck Vectors Etf Tr fallen angel hg (ANGL) | 0.0 | $8.8k | 300.00 | 29.37 | |
| IDEXX Laboratories (IDXX) | 0.0 | $8.8k | 13.00 | 676.54 | |
| Labcorp Holdings (LH) | 0.0 | $8.8k | 35.00 | 250.89 | |
| Vaneck Vectors Pharmaceutical etf (PPH) | 0.0 | $8.8k | 85.00 | 103.16 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $8.6k | 85.00 | 101.56 | |
| Western Digital (WDC) | 0.0 | $8.6k | 50.00 | 172.28 | |
| American Water Works (AWK) | 0.0 | $8.5k | 65.00 | 130.51 | |
| Estee Lauder Companies (EL) | 0.0 | $8.4k | 80.00 | 104.72 | |
| Robinhood Mkts (HOOD) | 0.0 | $8.4k | 74.00 | 113.09 | |
| Philip Morris International (PM) | 0.0 | $8.3k | 52.00 | 160.40 | |
| First Horizon National Corporation (FHN) | 0.0 | $8.1k | 340.00 | 23.90 | |
| Aon (AON) | 0.0 | $8.1k | 23.00 | 352.87 | |
| Axon Enterprise (AXON) | 0.0 | $8.0k | 14.00 | 567.93 | |
| Ross Stores (ROST) | 0.0 | $7.9k | 44.00 | 180.14 | |
| CPI Aerostructures (CVU) | 0.0 | $7.9k | 2.0k | 3.96 | |
| Ishares Inc factorselect msc (EMGF) | 0.0 | $7.8k | 135.00 | 57.85 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $7.8k | 100.00 | 77.53 | |
| Ishares Inc em mkt min vol (EEMV) | 0.0 | $7.7k | 121.00 | 64.04 | |
| Repligen Corporation (RGEN) | 0.0 | $7.5k | 46.00 | 163.87 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $7.5k | 53.00 | 141.06 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $7.4k | 13.00 | 570.23 | |
| CoStar (CSGP) | 0.0 | $7.4k | 110.00 | 67.24 | |
| Illumina (ILMN) | 0.0 | $7.3k | 56.00 | 131.16 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $7.3k | 24.00 | 303.88 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $7.3k | 26.00 | 278.92 | |
| Kenvue (KVUE) | 0.0 | $7.2k | 417.00 | 17.25 | |
| Fifth Third Ban (FITB) | 0.0 | $7.1k | 152.00 | 46.81 | |
| Allstate Corporation (ALL) | 0.0 | $7.1k | 34.00 | 208.15 | |
| Ford Motor Company (F) | 0.0 | $7.0k | 530.00 | 13.12 | |
| Hubspot (HUBS) | 0.0 | $6.8k | 17.00 | 401.29 | |
| FirstEnergy (FE) | 0.0 | $6.7k | 150.00 | 44.77 | |
| Norfolk Southern (NSC) | 0.0 | $6.6k | 23.00 | 288.74 | |
| American Electric Power Company (AEP) | 0.0 | $6.6k | 57.00 | 115.32 | |
| iShares S&P Global Consumer Staple (KXI) | 0.0 | $6.5k | 100.00 | 64.65 | |
| Enterprise Products Partners (EPD) | 0.0 | $6.4k | 200.00 | 32.06 | |
| Seagate Technology (STX) | 0.0 | $6.3k | 23.00 | 275.39 | |
| Phillips 66 (PSX) | 0.0 | $6.3k | 49.00 | 129.04 | |
| International Paper Company (IP) | 0.0 | $6.3k | 160.00 | 39.39 | |
| Xcel Energy (XEL) | 0.0 | $6.2k | 84.00 | 73.86 | |
| Sana Biotechnology (SANA) | 0.0 | $6.2k | 1.5k | 4.07 | |
| Humana (HUM) | 0.0 | $6.1k | 24.00 | 256.12 | |
| Te Connectivity (TEL) | 0.0 | $6.1k | 27.00 | 227.52 | |
| Synopsys (SNPS) | 0.0 | $6.1k | 13.00 | 469.69 | |
| Real Estate Select Sect Spdr (XLRE) | 0.0 | $6.1k | 150.00 | 40.35 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $6.0k | 60.00 | 99.92 | |
| Docusign (DOCU) | 0.0 | $5.8k | 85.00 | 68.40 | |
| Spotify Technology Sa (SPOT) | 0.0 | $5.8k | 10.00 | 580.70 | |
| General Motors Company (GM) | 0.0 | $5.7k | 70.00 | 81.31 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $5.7k | 35.00 | 162.63 | |
| Union Pacific Corporation (UNP) | 0.0 | $5.6k | 24.00 | 231.33 | |
| Target Corporation (TGT) | 0.0 | $5.5k | 56.00 | 97.75 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $5.4k | 12.00 | 453.33 | |
| Fidelity msci matls index (FMAT) | 0.0 | $5.3k | 100.00 | 53.11 | |
| Lowe's Companies (LOW) | 0.0 | $5.3k | 22.00 | 241.18 | |
| Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $5.1k | 242.00 | 20.89 | |
| Allison Transmission Hldngs I (ALSN) | 0.0 | $4.9k | 50.00 | 97.90 | |
| Biontech Se (BNTX) | 0.0 | $4.8k | 50.00 | 95.20 | |
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.0 | $4.7k | 40.00 | 117.72 | |
| Clean Harbors (CLH) | 0.0 | $4.7k | 20.00 | 234.50 | |
| Square Inc cl a (XYZ) | 0.0 | $4.6k | 70.00 | 65.09 | |
| Carlisle Companies (CSL) | 0.0 | $4.5k | 14.00 | 319.86 | |
| Martin Marietta Materials (MLM) | 0.0 | $4.4k | 7.00 | 622.71 | |
| Invesco Senior Loan Etf otr (BKLN) | 0.0 | $4.2k | 200.00 | 21.00 | |
| Bentley Systems Cl B Ord (BSY) | 0.0 | $4.2k | 110.00 | 38.16 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $4.1k | 11.00 | 373.45 | |
| Haleon Plc Spon Ads (HLN) | 0.0 | $4.0k | 400.00 | 10.11 | |
| Snap Inc cl a (SNAP) | 0.0 | $4.0k | 500.00 | 8.07 | |
| Schlumberger (SLB) | 0.0 | $4.0k | 105.00 | 38.38 | |
| MGM Resorts International. (MGM) | 0.0 | $4.0k | 110.00 | 36.49 | |
| Ingersoll Rand (IR) | 0.0 | $4.0k | 50.00 | 79.22 | |
| Ares Management Corporation cl a com stk (ARES) | 0.0 | $3.9k | 24.00 | 161.62 | |
| Ark Etf Tr innovation etf (ARKK) | 0.0 | $3.8k | 50.00 | 76.92 | |
| Elf Beauty (ELF) | 0.0 | $3.8k | 50.00 | 76.04 | |
| Ishares Inc emrg mrk lc bd (LEMB) | 0.0 | $3.7k | 90.00 | 41.57 | |
| Lumen Technologies (LUMN) | 0.0 | $3.7k | 474.00 | 7.77 | |
| SPDR Dow Jones Global Real Estate (RWO) | 0.0 | $3.5k | 78.00 | 45.03 | |
| Exelon Corporation (EXC) | 0.0 | $3.5k | 80.00 | 43.59 | |
| Atlassian Corporation Cl A (TEAM) | 0.0 | $3.4k | 21.00 | 162.14 | |
| Fidelity National Information Services (FIS) | 0.0 | $3.4k | 51.00 | 66.45 | |
| Under Armour Inc Cl C (UA) | 0.0 | $3.3k | 684.00 | 4.80 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $3.2k | 20.00 | 162.00 | |
| Churchill Cap Corp X (CCCX) | 0.0 | $3.1k | 200.00 | 15.60 | |
| Nike (NKE) | 0.0 | $3.0k | 47.00 | 63.70 | |
| Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 0.0 | $2.9k | 30.00 | 97.20 | |
| Amentum Holdings (AMTM) | 0.0 | $2.9k | 100.00 | 29.00 | |
| Rockwell Automation (ROK) | 0.0 | $2.7k | 7.00 | 389.00 | |
| Cleveland-cliffs (CLF) | 0.0 | $2.0k | 150.00 | 13.28 | |
| Solstice Advanced Matls (SOLS) | 0.0 | $2.0k | 41.00 | 48.59 | |
| iShares Dow Jones US Home Const. (ITB) | 0.0 | $1.7k | 18.00 | 96.28 | |
| Utilities SPDR (XLU) | 0.0 | $1.7k | 40.00 | 42.70 | |
| Draftkings (DKNG) | 0.0 | $1.6k | 45.00 | 34.47 | |
| Grayscale Bitcoin Mini Trust Etf (BTC) | 0.0 | $1.5k | 40.00 | 38.73 | |
| Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) | 0.0 | $1.5k | 32.00 | 45.88 | |
| Duolingo (DUOL) | 0.0 | $1.4k | 8.00 | 175.50 | |
| Under Armour (UAA) | 0.0 | $1.4k | 281.00 | 4.97 | |
| Ishares U S Etf Tr Commodities Select Strategy Etf (COMT) | 0.0 | $1.3k | 52.00 | 24.90 | |
| Global X (HYDR) | 0.0 | $1.3k | 40.00 | 31.77 | |
| NeoGenomics (NEO) | 0.0 | $1.3k | 108.00 | 11.76 | |
| Goldman Sachs Etf Tr aces ultra shr (GSST) | 0.0 | $1.3k | 25.00 | 50.48 | |
| Airbnb (ABNB) | 0.0 | $679.000000 | 5.00 | 135.80 | |
| Coinbase Global (COIN) | 0.0 | $678.000000 | 3.00 | 226.00 | |
| Fortive (FTV) | 0.0 | $552.000000 | 10.00 | 55.20 | |
| Carvana Co cl a (CVNA) | 0.0 | $422.000000 | 1.00 | 422.00 | |
| Algoma Stl Group (ASTL) | 0.0 | $410.000000 | 100.00 | 4.10 | |
| Nektar Therapeutics (NKTR) | 0.0 | $253.999800 | 6.00 | 42.33 | |
| Ralliant Corp (RAL) | 0.0 | $153.000000 | 3.00 | 51.00 | |
| Proshares Tr Ii Ultra Bloomberg (BOIL) | 0.0 | $115.000000 | 5.00 | 23.00 | |
| Atlanta Braves Hldgs Inc Com Ser C (BATRK) | 0.0 | $79.000000 | 2.00 | 39.50 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $39.000000 | 1.00 | 39.00 | |
| Ribbon Communication (RBBN) | 0.0 | $16.999800 | 6.00 | 2.83 |