AssuredPartners Investment Advisors

AssuredPartners Investment Advisors as of March 31, 2025

Portfolio Holdings for AssuredPartners Investment Advisors

AssuredPartners Investment Advisors holds 326 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Covington Trust High Divid Etf (FDVV) 3.7 $19M 390k 49.60
Fidelity Covington Trust Blue Chip Grwth (FBCG) 3.3 $17M 430k 39.97
First Tr Lrge Cp Core Alpha Com Shs (FEX) 3.3 $17M 165k 102.46
Apple (AAPL) 2.8 $15M 66k 222.13
First Tr Mid Cap Core Alphad Com Shs (FNX) 2.5 $13M 118k 108.98
Microsoft Corporation (MSFT) 2.0 $10M 28k 375.39
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 1.9 $9.7M 247k 39.16
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 1.5 $7.9M 181k 43.40
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.5 $7.6M 231k 32.99
JPMorgan Chase & Co. (JPM) 1.4 $7.4M 30k 245.30
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $7.2M 26k 274.84
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.4 $7.1M 37k 193.02
Dimensional Etf Trust Short Duration F (DFSD) 1.3 $6.9M 145k 47.52
Alphabet Cap Stk Cl A (GOOGL) 1.3 $6.7M 44k 154.64
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.2 $6.3M 150k 42.06
Tesla Motors (TSLA) 1.1 $5.9M 23k 259.16
Cisco Systems (CSCO) 1.0 $5.4M 88k 61.71
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.0 $5.3M 25k 210.94
Exxon Mobil Corporation (XOM) 1.0 $5.3M 44k 118.93
Wisdomtree Tr Emer Mkt High Fd (DEM) 1.0 $5.2M 125k 42.08
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.0 $4.9M 52k 95.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $4.9M 174k 27.96
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.9 $4.8M 129k 37.20
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.9 $4.7M 100k 47.04
NVIDIA Corporation (NVDA) 0.9 $4.7M 43k 108.38
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.9 $4.6M 68k 68.07
Bank of America Corporation (BAC) 0.8 $4.2M 101k 41.73
Ishares Tr Core Div Grwth (DGRO) 0.8 $4.1M 67k 61.78
American Express Company (AXP) 0.8 $4.0M 15k 269.05
Vistra Energy (VST) 0.8 $3.9M 33k 117.44
Broadcom (AVGO) 0.7 $3.8M 23k 167.43
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.7 $3.8M 79k 47.89
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.7 $3.7M 112k 33.50
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.7 $3.6M 37k 99.34
Amazon (AMZN) 0.7 $3.6M 19k 190.26
L3harris Technologies (LHX) 0.7 $3.5M 17k 209.31
Casey's General Stores (CASY) 0.7 $3.5M 8.0k 434.05
Honeywell International (HON) 0.7 $3.5M 16k 211.75
UnitedHealth (UNH) 0.7 $3.4M 6.5k 523.79
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.6 $3.3M 29k 113.76
Visa Com Cl A (V) 0.6 $3.2M 9.0k 350.45
Pgim Etf Tr Floating Rt Inc (PFRL) 0.6 $3.1M 63k 49.92
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.6 $3.1M 105k 29.86
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.6 $3.1M 126k 24.75
RBB Us Treas 20yr Bd (UTWY) 0.6 $3.0M 68k 44.82
Pgim Etf Tr Pgim Short Durat (PSDM) 0.6 $3.0M 58k 51.15
Innovator Etfs Trust Equity Defined P (APOC) 0.6 $3.0M 118k 25.08
Dimensional Etf Trust Intl Core Equity (DFIC) 0.6 $2.9M 106k 27.77
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $2.9M 37k 78.89
Pimco Etf Tr Multisector Bd (PYLD) 0.6 $2.9M 110k 26.35
Starbucks Corporation (SBUX) 0.6 $2.9M 29k 98.09
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.5 $2.8M 44k 64.20
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.5 $2.8M 54k 52.80
Ishares Tr Us Consm Staples (IYK) 0.5 $2.8M 40k 71.57
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.5 $2.8M 87k 31.97
Micron Technology (MU) 0.5 $2.7M 31k 86.89
Wisdomtree Tr Us Largecap Fund (EPS) 0.5 $2.6M 44k 59.28
Innovator Etfs Trust Emrgng Mkt April (EAPR) 0.5 $2.5M 96k 26.54
Philip Morris International (PM) 0.5 $2.5M 16k 158.73
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.5 $2.5M 70k 35.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.4M 52k 45.26
Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.5 $2.3M 49k 47.70
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.4 $2.3M 100k 23.04
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $2.3M 35k 66.34
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.4 $2.3M 63k 35.66
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $2.2M 58k 38.44
Schwab Strategic Tr Fundamental Intl (FNDF) 0.4 $2.2M 61k 36.14
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.4 $2.2M 60k 35.80
Duke Energy Corp Com New (DUK) 0.4 $2.2M 18k 121.97
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.4 $2.2M 32k 68.21
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $2.1M 12k 173.24
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $2.1M 16k 128.96
Nextera Energy (NEE) 0.4 $2.0M 28k 70.89
Wisdomtree Tr Us Total Dividnd (DTD) 0.4 $1.9M 25k 76.95
Eli Lilly & Co. (LLY) 0.4 $1.9M 2.3k 825.91
Vaneck Etf Trust Preferred Securt (PFXF) 0.4 $1.9M 113k 16.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.9M 3.4k 559.33
Vanguard World Health Car Etf (VHT) 0.4 $1.9M 7.1k 264.72
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.4 $1.9M 54k 34.29
Keysight Technologies (KEYS) 0.4 $1.8M 12k 149.77
MPLX Com Unit Rep Ltd (MPLX) 0.3 $1.8M 34k 53.52
Home Depot (HD) 0.3 $1.8M 4.8k 366.52
Johnson & Johnson (JNJ) 0.3 $1.8M 11k 165.84
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.8M 11k 156.23
Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 0.3 $1.7M 25k 69.99
McDonald's Corporation (MCD) 0.3 $1.7M 5.4k 312.37
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.7M 7.6k 221.75
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $1.7M 21k 79.86
Pgim Etf Tr Jennison Int Opp (PJIO) 0.3 $1.6M 31k 53.64
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 0.3 $1.6M 55k 29.95
Southern Company (SO) 0.3 $1.6M 18k 91.95
Abbvie (ABBV) 0.3 $1.6M 7.7k 209.52
Chevron Corporation (CVX) 0.3 $1.6M 9.6k 167.28
Old Republic International Corporation (ORI) 0.3 $1.6M 40k 39.22
Pfizer (PFE) 0.3 $1.5M 61k 25.34
Procter & Gamble Company (PG) 0.3 $1.5M 9.0k 170.42
Abbott Laboratories (ABT) 0.3 $1.5M 11k 132.66
MercadoLibre (MELI) 0.3 $1.5M 747.00 1950.87
Chubb (CB) 0.3 $1.5M 4.8k 301.96
Dimensional Etf Trust World Equity Etf (DFAW) 0.3 $1.5M 24k 61.28
Ares Capital Corporation (ARCC) 0.3 $1.4M 63k 22.16
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.4M 62k 22.08
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.3 $1.3M 27k 48.79
General Dynamics Corporation (GD) 0.3 $1.3M 4.8k 272.58
Truist Financial Corp equities (TFC) 0.2 $1.3M 31k 41.15
Totalenergies Se Sponsored Ads (TTE) 0.2 $1.3M 20k 64.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.2M 2.3k 532.46
Lowe's Companies (LOW) 0.2 $1.2M 5.1k 233.23
Boeing Company (BA) 0.2 $1.2M 6.9k 170.55
Wisdomtree Tr Currncy Int Eq (DDWM) 0.2 $1.2M 32k 36.79
Pepsi (PEP) 0.2 $1.2M 7.9k 149.94
Servicenow (NOW) 0.2 $1.2M 1.5k 796.14
Wisdomtree Tr Us High Dividend (DHS) 0.2 $1.1M 12k 99.16
Verizon Communications (VZ) 0.2 $1.1M 25k 45.36
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $1.1M 9.4k 119.73
Meta Platforms Cl A (META) 0.2 $1.1M 1.9k 576.33
Mastercard Incorporated Cl A (MA) 0.2 $1.1M 2.0k 548.07
Pgim Rock Etf Tr S&p 500 Buffer (FEBP) 0.2 $1.1M 40k 27.51
Becton, Dickinson and (BDX) 0.2 $1.1M 4.7k 229.06
Medical Properties Trust (MPW) 0.2 $1.1M 180k 6.03
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.1M 10k 104.57
Rio Tinto Sponsored Adr (RIO) 0.2 $1.1M 18k 60.08
Medtronic SHS (MDT) 0.2 $1.0M 12k 89.86
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.0M 2.8k 370.77
Oracle Corporation (ORCL) 0.2 $1.0M 7.4k 139.80
International Business Machines (IBM) 0.2 $1.0M 4.1k 248.66
Palantir Technologies Cl A (PLTR) 0.2 $1.0M 12k 84.40
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $963k 15k 65.76
Consolidated Edison (ED) 0.2 $961k 8.7k 110.59
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $961k 8.8k 108.69
Ishares Tr Core S&p500 Etf (IVV) 0.2 $946k 1.7k 561.76
Qualcomm (QCOM) 0.2 $945k 6.2k 153.62
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.2 $917k 12k 74.88
Dimensional Etf Trust Us Real Estate E (DFAR) 0.2 $904k 38k 23.77
Paychex (PAYX) 0.2 $902k 5.8k 154.27
Wal-Mart Stores (WMT) 0.2 $885k 10k 87.79
Silverback Therapeutics (SPRY) 0.2 $869k 69k 12.58
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $823k 9.0k 91.03
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $820k 31k 26.46
Arch Cap Group Ord (ACGL) 0.2 $812k 8.4k 96.18
AmerisourceBergen (COR) 0.2 $812k 2.9k 278.09
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.2 $800k 16k 50.23
Diamondback Energy (FANG) 0.2 $796k 5.0k 159.88
Emcor (EME) 0.2 $795k 2.2k 369.60
Deere & Company (DE) 0.2 $794k 1.7k 469.35
Select Sector Spdr Tr Technology (XLK) 0.2 $788k 3.8k 206.50
Vanguard World Consum Dis Etf (VCR) 0.2 $783k 2.4k 325.46
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.2 $781k 19k 40.89
Intercontinental Exchange (ICE) 0.2 $780k 4.5k 172.49
Brown & Brown (BRO) 0.1 $773k 6.2k 124.40
AFLAC Incorporated (AFL) 0.1 $766k 6.9k 111.18
Costco Wholesale Corporation (COST) 0.1 $760k 804.00 945.78
Cintas Corporation (CTAS) 0.1 $756k 3.7k 205.51
S&p Global (SPGI) 0.1 $751k 1.5k 507.94
Kimberly-Clark Corporation (KMB) 0.1 $750k 5.3k 142.23
PNC Financial Services (PNC) 0.1 $743k 4.2k 175.77
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $741k 21k 35.82
HSBC HLDGS Spon Adr New (HSBC) 0.1 $728k 13k 57.43
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $726k 4.4k 166.01
Cincinnati Financial Corporation (CINF) 0.1 $720k 4.9k 147.72
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $708k 10k 69.52
Uber Technologies (UBER) 0.1 $705k 9.7k 72.86
Enbridge (ENB) 0.1 $688k 16k 44.31
Atmos Energy Corporation (ATO) 0.1 $675k 4.4k 154.57
Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $671k 19k 35.68
Innovator Etfs Trust Us Eqty Ultra B (UDEC) 0.1 $671k 20k 34.30
Innovator Etfs Trust Equity Defined P (ZDEK) 0.1 $670k 28k 23.68
Merck & Co (MRK) 0.1 $666k 7.4k 89.76
General Mills (GIS) 0.1 $639k 11k 59.79
AutoZone (AZO) 0.1 $633k 166.00 3812.78
Innovator Etfs Trust Equity Defined P (JAJL) 0.1 $628k 23k 27.17
salesforce (CRM) 0.1 $626k 2.3k 268.33
Smucker J M Com New (SJM) 0.1 $617k 5.2k 118.40
Parker-Hannifin Corporation (PH) 0.1 $617k 1.0k 608.04
United Parcel Service CL B (UPS) 0.1 $615k 5.6k 110.00
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $607k 13k 45.65
Mondelez Intl Cl A (MDLZ) 0.1 $603k 8.9k 67.85
Amcor Ord (AMCR) 0.1 $599k 62k 9.70
Select Sector Spdr Tr Indl (XLI) 0.1 $595k 4.5k 131.06
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.1 $589k 9.2k 64.16
Clorox Company (CLX) 0.1 $586k 4.0k 147.26
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $579k 8.9k 65.17
Applovin Corp Com Cl A (APP) 0.1 $575k 2.2k 264.97
Walt Disney Company (DIS) 0.1 $572k 5.8k 98.70
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $572k 12k 49.52
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $555k 2.9k 193.99
Soundhound Ai Class A Com (SOUN) 0.1 $552k 68k 8.12
BP Sponsored Adr (BP) 0.1 $550k 16k 33.79
Fortinet (FTNT) 0.1 $537k 5.6k 96.26
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $532k 10k 51.94
Western Alliance Bancorporation (WAL) 0.1 $531k 6.9k 76.83
Broadridge Financial Solutions (BR) 0.1 $527k 2.2k 242.48
Shift4 Pmts Cl A (FOUR) 0.1 $525k 6.4k 81.71
Tyson Foods Cl A (TSN) 0.1 $522k 8.2k 63.81
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $522k 11k 48.31
Coca-Cola Company (KO) 0.1 $521k 7.3k 71.62
American Tower Reit (AMT) 0.1 $519k 2.4k 217.64
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN) 0.1 $509k 15k 33.14
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $497k 16k 31.96
Rockwell Automation (ROK) 0.1 $494k 1.9k 258.33
Amphenol Corp Cl A (APH) 0.1 $494k 7.5k 65.59
Cigna Corp (CI) 0.1 $486k 1.5k 329.08
Anthem (ELV) 0.1 $483k 1.1k 434.80
Hormel Foods Corporation (HRL) 0.1 $478k 15k 30.94
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $474k 15k 31.23
British Amern Tob Sponsored Adr (BTI) 0.1 $472k 11k 41.37
Blackstone Group Inc Com Cl A (BX) 0.1 $460k 3.3k 139.77
Ford Motor Company (F) 0.1 $457k 46k 10.03
Corpay Com Shs (CPAY) 0.1 $453k 1.3k 348.72
Peak (DOC) 0.1 $447k 22k 20.22
Advanced Micro Devices (AMD) 0.1 $445k 4.3k 102.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $432k 922.00 468.80
Toast Cl A (TOST) 0.1 $431k 13k 33.17
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.1 $429k 9.7k 44.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $429k 834.00 514.07
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $426k 8.4k 50.83
Enterprise Products Partners (EPD) 0.1 $426k 13k 34.14
Allstate Corporation (ALL) 0.1 $425k 2.1k 207.07
FirstEnergy (FE) 0.1 $424k 11k 40.42
Hasbro (HAS) 0.1 $422k 6.9k 61.49
Realty Income (O) 0.1 $422k 7.3k 58.01
Ishares Tr Rus 1000 Etf (IWB) 0.1 $421k 1.4k 306.74
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $419k 1.2k 361.08
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.1 $418k 3.8k 110.17
Arthur J. Gallagher & Co. (AJG) 0.1 $418k 1.2k 345.24
Sea Sponsord Ads (SE) 0.1 $413k 3.2k 130.49
Wells Fargo & Company (WFC) 0.1 $410k 5.7k 71.79
A. O. Smith Corporation (AOS) 0.1 $409k 6.3k 65.36
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $403k 10k 40.41
Stryker Corporation (SYK) 0.1 $399k 1.1k 372.31
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $395k 2.1k 188.14
Applied Materials (AMAT) 0.1 $394k 2.7k 145.10
Kraft Heinz (KHC) 0.1 $392k 13k 30.43
Vale S A Sponsored Ads (VALE) 0.1 $386k 39k 9.98
Duolingo Cl A Com (DUOL) 0.1 $385k 1.2k 310.54
Nike CL B (NKE) 0.1 $385k 6.1k 63.48
Innovator Etfs Trust Equity Def Protn (TJUL) 0.1 $383k 14k 28.06
Toro Company (TTC) 0.1 $381k 5.2k 72.75
Blackrock (BLK) 0.1 $381k 403.00 945.59
Exponent (EXPO) 0.1 $379k 4.7k 81.07
Microstrategy Cl A New (MSTR) 0.1 $372k 1.3k 288.27
Wec Energy Group (WEC) 0.1 $371k 3.4k 108.98
IDEX Corporation (IEX) 0.1 $368k 2.0k 180.94
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $365k 3.9k 92.83
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $365k 8.8k 41.47
Zacks Trust Earngs Constant (ZECP) 0.1 $355k 12k 30.09
Public Storage (PSA) 0.1 $355k 1.2k 299.18
CenterPoint Energy (CNP) 0.1 $349k 9.6k 36.23
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $349k 2.2k 161.29
H.B. Fuller Company (FUL) 0.1 $346k 6.2k 56.12
Hca Holdings (HCA) 0.1 $345k 998.00 345.55
Fidelity Covington Trust Momentum Factr (FDMO) 0.1 $340k 5.2k 65.06
Waste Management (WM) 0.1 $340k 1.5k 231.44
Lockheed Martin Corporation (LMT) 0.1 $337k 755.00 446.87
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $337k 4.1k 82.72
Raytheon Technologies Corp (RTX) 0.1 $336k 2.5k 132.45
Netflix (NFLX) 0.1 $336k 360.00 932.53
Dow (DOW) 0.1 $335k 9.6k 34.92
Accenture Plc Ireland Shs Class A (ACN) 0.1 $332k 1.1k 312.09
Paypal Holdings (PYPL) 0.1 $328k 5.0k 65.25
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $328k 4.7k 70.41
Danaher Corporation (DHR) 0.1 $326k 1.6k 204.99
Tidal Etf Tr Sonicshares Gbl (BOAT) 0.1 $325k 12k 26.32
Snowflake Cl A (SNOW) 0.1 $318k 2.2k 146.16
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $316k 4.6k 68.47
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $315k 3.4k 92.39
Genuine Parts Company (GPC) 0.1 $304k 2.6k 119.14
American Electric Power Company (AEP) 0.1 $301k 2.8k 109.29
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $299k 12k 25.54
Newell Rubbermaid (NWL) 0.1 $298k 48k 6.20
Ishares Tr Russell 2000 Etf (IWM) 0.1 $297k 1.5k 199.52
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $294k 3.2k 90.53
Union Pacific Corporation (UNP) 0.1 $292k 1.2k 236.19
Constellation Brands Cl A (STZ) 0.1 $289k 1.6k 183.50
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $285k 7.1k 39.93
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $284k 11k 26.20
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $277k 8.4k 33.14
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.1 $276k 5.3k 52.25
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $272k 7.5k 36.41
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $272k 2.1k 132.23
Shopify Cl A (SHOP) 0.1 $265k 2.8k 95.48
Emerson Electric (EMR) 0.1 $265k 2.4k 109.66
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $262k 14k 18.59
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $251k 5.4k 46.81
Discover Financial Services 0.0 $249k 1.5k 170.72
Marathon Petroleum Corp (MPC) 0.0 $246k 1.7k 145.69
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 0.0 $245k 7.4k 33.11
Caterpillar (CAT) 0.0 $244k 738.00 329.98
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $243k 9.4k 25.89
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $242k 9.6k 25.04
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $241k 1.2k 197.47
M&T Bank Corporation (MTB) 0.0 $238k 1.3k 178.75
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.0 $237k 7.8k 30.24
At&t (T) 0.0 $233k 8.2k 28.28
Monday SHS (MNDY) 0.0 $233k 956.00 243.16
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $232k 2.3k 98.94
Ishares Tr Core Msci Total (IXUS) 0.0 $231k 3.3k 69.81
Williams Companies (WMB) 0.0 $230k 3.9k 59.76
Axon Enterprise (AXON) 0.0 $227k 431.00 525.95
Target Corporation (TGT) 0.0 $224k 2.1k 104.37
American Intl Group Com New (AIG) 0.0 $219k 2.5k 86.94
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $214k 2.2k 95.31
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $214k 3.1k 68.32
Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $214k 4.2k 51.13
Kla Corp Com New (KLAC) 0.0 $214k 314.00 679.80
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.0 $212k 4.2k 49.89
Huntington Bancshares Incorporated (HBAN) 0.0 $209k 14k 15.01
Morgan Stanley Com New (MS) 0.0 $208k 1.8k 116.67
Ameriprise Financial (AMP) 0.0 $207k 428.00 483.79
Diageo Spon Adr New (DEO) 0.0 $204k 1.9k 104.79
Ishares Gold Tr Ishares New (IAU) 0.0 $203k 3.5k 58.96
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $203k 2.2k 91.73
Cummins (CMI) 0.0 $203k 648.00 313.44
Linde SHS (LIN) 0.0 $203k 435.00 465.93
TransDigm Group Incorporated (TDG) 0.0 $202k 146.00 1383.29
EOG Resources (EOG) 0.0 $201k 1.6k 128.24
Snap Cl A (SNAP) 0.0 $193k 22k 8.71
WisdomTree Investments (WT) 0.0 $181k 20k 8.92
Nu Hldgs Ord Shs Cl A (NU) 0.0 $160k 16k 10.24
Archer Aviation Com Cl A (ACHR) 0.0 $86k 12k 7.11
Joby Aviation Common Stock (JOBY) 0.0 $73k 12k 6.02
Gan SHS 0.0 $60k 34k 1.77
Abcellera Biologics (ABCL) 0.0 $34k 15k 2.23
Relay Therapeutics (RLAY) 0.0 $29k 11k 2.62
Absci Corp (ABSI) 0.0 $29k 12k 2.51
Lineage Cell Therapeutics In (LCTX) 0.0 $7.5k 17k 0.45