Atwood & Palmer

Atwood & Palmer as of Dec. 31, 2024

Portfolio Holdings for Atwood & Palmer

Atwood & Palmer holds 469 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies (PLTR) 6.0 $88M 1.2M 75.63
Alphabet Inc Class C cs (GOOG) 3.2 $47M 246k 190.44
Janus Detroit Str Tr (JAAA) 3.1 $45M 885k 50.71
iShares Lehman 1-3 Year Treas.Bond (SHY) 3.0 $44M 542k 81.98
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.9 $42M 690k 61.37
Ameriprise Financial (AMP) 2.9 $42M 79k 532.43
United Rentals (URI) 2.8 $41M 58k 704.44
Fifth Third Ban (FITB) 2.5 $37M 878k 42.28
Leidos Holdings (LDOS) 2.5 $37M 257k 144.06
American Centy Etf Tr avantis emgmkt (AVEM) 2.4 $36M 604k 58.79
Abbvie (ABBV) 2.4 $35M 196k 177.70
MasterCard Incorporated (MA) 2.3 $34M 64k 526.57
Lockheed Martin Corporation (LMT) 2.3 $33M 68k 485.94
D.R. Horton (DHI) 2.2 $32M 231k 139.82
Gilead Sciences (GILD) 2.2 $32M 349k 92.37
Apple (AAPL) 2.2 $32M 129k 250.42
Regeneron Pharmaceuticals (REGN) 2.1 $31M 44k 712.32
Cisco Systems (CSCO) 2.1 $31M 523k 59.20
Thermo Fisher Scientific (TMO) 1.9 $28M 55k 520.23
Cdw (CDW) 1.9 $27M 157k 174.04
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.8 $27M 513k 51.70
Goldman Sachs Etf Tr treasuryaccess (GBIL) 1.8 $26M 261k 99.92
Hologic (HOLX) 1.8 $26M 358k 72.09
Wal-Mart Stores (WMT) 1.7 $25M 279k 90.35
Ishares Ibonds Dec 2028 Term T (IBTI) 1.6 $24M 1.1M 21.90
Ishares Ibonds Dec 2029 Term T (IBTJ) 1.6 $23M 1.1M 21.33
American Centy Etf Tr (AVIV) 1.6 $23M 445k 51.90
Generac Holdings (GNRC) 1.6 $23M 149k 155.05
United Therapeutics Corporation (UTHR) 1.6 $23M 65k 352.84
Managed Portfolio Ser tortoise nram pi (TPYP) 1.5 $22M 657k 34.09
Vertex Pharmaceuticals Incorporated (VRTX) 1.5 $22M 55k 402.70
Paypal Holdings (PYPL) 1.5 $22M 252k 85.35
Ishares Tr (IBTK) 1.4 $21M 1.1M 19.19
Garmin (GRMN) 1.3 $20M 95k 206.26
Draftkings (DKNG) 1.3 $20M 524k 37.20
Janus Detroit Str Tr (JSI) 1.3 $19M 360k 51.81
ON Semiconductor (ON) 1.2 $18M 282k 63.05
Vanguard Short Term Corporate Bond ETF (VCSH) 1.2 $18M 226k 78.01
Lowe's Companies (LOW) 1.2 $17M 71k 246.80
Goldman Sachs Etf Tr access hig yld (GHYB) 1.1 $17M 377k 44.45
MercadoLibre (MELI) 1.1 $16M 9.3k 1700.44
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.1 $16M 243k 65.08
Janus Detroit Str Tr (JBBB) 1.0 $15M 306k 49.16
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 0.9 $13M 270k 48.67
L3harris Technologies (LHX) 0.9 $13M 62k 210.28
Ishares Tr 0-5yr hi yl cp (SHYG) 0.8 $12M 285k 42.61
Goldman Sachs Etf Tr activebeta int (GSIE) 0.7 $9.8M 294k 33.34
Ishares Tr int dev mom fc (IMTM) 0.7 $9.6M 256k 37.40
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 0.5 $7.9M 134k 59.06
Jack Henry & Associates (JKHY) 0.5 $7.2M 41k 175.30
Home Depot (HD) 0.5 $7.1M 18k 388.99
Etf Opportunities Trust (VSLU) 0.5 $6.8M 185k 36.59
Invesco S&p 500 Equal Weight Etf (RSP) 0.4 $6.0M 34k 175.23
Kimberly-Clark Corporation (KMB) 0.4 $5.8M 45k 131.04
Becton, Dickinson and (BDX) 0.4 $5.8M 26k 226.87
Commerce Bancshares (CBSH) 0.3 $4.5M 72k 62.31
Alphabet Inc Class A cs (GOOGL) 0.3 $4.4M 24k 189.30
Procter & Gamble Company (PG) 0.3 $3.7M 22k 167.65
Palmer Square Funds Trust (PSQO) 0.3 $3.7M 183k 20.14
Johnson & Johnson (JNJ) 0.2 $3.5M 24k 144.62
Colgate-Palmolive Company (CL) 0.2 $2.4M 26k 90.91
Goldman Sachs Etf Tr aces ultra shr (GSST) 0.2 $2.4M 48k 50.21
Pepsi (PEP) 0.1 $2.1M 14k 152.06
Microsoft Corporation (MSFT) 0.1 $1.9M 4.6k 421.50
Exxon Mobil Corporation (XOM) 0.1 $1.8M 17k 107.57
Paychex (PAYX) 0.1 $1.8M 13k 140.22
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.1 $1.8M 15k 115.55
JPMorgan Chase & Co. (JPM) 0.1 $1.7M 7.2k 239.71
Berkshire Hathaway (BRK.B) 0.1 $1.7M 3.7k 453.28
Goldman Sachs Etf Tr activebeta eme (GEM) 0.1 $1.7M 52k 31.92
Amgen (AMGN) 0.1 $1.6M 6.2k 260.64
Amazon (AMZN) 0.1 $1.6M 7.3k 219.39
NVIDIA Corporation (NVDA) 0.1 $1.6M 12k 134.29
Highwoods Properties (HIW) 0.1 $1.6M 51k 30.58
Raytheon Technologies Corp (RTX) 0.1 $1.6M 14k 115.72
Costco Wholesale Corporation (COST) 0.1 $1.4M 1.6k 916.27
Parker-Hannifin Corporation (PH) 0.1 $1.4M 2.3k 636.03
Spdr S&p 500 Etf (SPY) 0.1 $1.3M 2.2k 586.08
Automatic Data Processing (ADP) 0.1 $1.3M 4.5k 292.73
iShares S&P 500 Index (IVV) 0.1 $1.2M 2.1k 588.79
International Business Machines (IBM) 0.1 $1.2M 5.3k 219.83
Janus Detroit Str Tr fund (JMBS) 0.1 $1.1M 25k 44.18
iShares Russell 1000 Growth Index (IWF) 0.1 $1.0M 2.6k 401.58
iShares Lehman Short Treasury Bond (SHV) 0.1 $971k 8.8k 110.11
Hilltop Holdings (HTH) 0.1 $948k 33k 28.63
McDonald's Corporation (MCD) 0.1 $932k 3.2k 289.89
Caterpillar (CAT) 0.1 $931k 2.6k 362.76
iShares S&P 1500 Index Fund (ITOT) 0.1 $911k 7.1k 128.62
PNC Financial Services (PNC) 0.1 $877k 4.5k 192.85
Iron Mountain (IRM) 0.1 $867k 8.3k 105.11
U.S. Bancorp (USB) 0.1 $796k 17k 47.83
Heartland Financial USA (HTLF) 0.1 $775k 13k 61.30
Deere & Company (DE) 0.1 $749k 1.8k 423.70
First Trust Iv Enhanced Short (FTSM) 0.1 $744k 13k 59.77
Qualcomm (QCOM) 0.1 $741k 4.8k 153.62
Coca-Cola Company (KO) 0.1 $739k 12k 62.26
Chevron Corporation (CVX) 0.0 $713k 4.9k 144.84
Ishares Tr liquid inc etf (ICSH) 0.0 $695k 14k 50.43
Tesla Motors (TSLA) 0.0 $691k 1.7k 403.84
Nextera Energy (NEE) 0.0 $689k 9.6k 71.69
Bristol Myers Squibb (BMY) 0.0 $663k 12k 56.56
Nxp Semiconductors N V (NXPI) 0.0 $625k 3.0k 207.85
Saia (SAIA) 0.0 $604k 1.3k 455.73
Facebook Inc cl a (META) 0.0 $594k 1.0k 585.51
Philip Morris International (PM) 0.0 $571k 4.7k 120.35
Oracle Corporation (ORCL) 0.0 $560k 3.4k 166.64
Arista Networks 0.0 $558k 5.0k 110.53
Waste Management (WM) 0.0 $546k 2.7k 201.79
Emerson Electric (EMR) 0.0 $541k 4.4k 123.92
J P Morgan Exchange Traded F ultra shrt (JPST) 0.0 $535k 11k 50.37
Carrier Global Corporation (CARR) 0.0 $526k 7.7k 68.26
Janus Short Duration (VNLA) 0.0 $512k 11k 48.91
American Electric Power Company (AEP) 0.0 $507k 5.5k 92.23
Broadcom (AVGO) 0.0 $506k 2.2k 231.84
Bank of America Corporation (BAC) 0.0 $486k 11k 43.95
Regions Financial Corporation (RF) 0.0 $435k 19k 23.52
UMB Financial Corporation (UMBF) 0.0 $426k 3.8k 112.86
Eli Lilly & Co. (LLY) 0.0 $411k 532.00 772.00
UnitedHealth (UNH) 0.0 $392k 775.00 505.86
Moody's Corporation (MCO) 0.0 $379k 800.00 473.37
Vanguard Total Stock Market ETF (VTI) 0.0 $377k 1.3k 289.81
Pfizer (PFE) 0.0 $370k 14k 26.53
Otis Worldwide Corp (OTIS) 0.0 $369k 4.0k 92.61
Zoetis Inc Cl A (ZTS) 0.0 $353k 2.2k 162.93
Fortune Brands (FBIN) 0.0 $347k 5.1k 68.33
Wells Fargo & Company (WFC) 0.0 $311k 4.4k 70.24
Axon Enterprise (AXON) 0.0 $309k 520.00 594.32
TJX Companies (TJX) 0.0 $299k 2.5k 120.81
Sempra Energy (SRE) 0.0 $290k 3.3k 87.72
Honeywell International (HON) 0.0 $287k 1.3k 225.89
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.0 $285k 5.7k 50.13
iShares S&P MidCap 400 Index (IJH) 0.0 $282k 4.5k 62.31
American Centy Etf Tr (AVIG) 0.0 $269k 6.6k 40.57
Ecolab (ECL) 0.0 $262k 1.1k 234.32
Trane Technologies (TT) 0.0 $259k 700.00 369.35
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.0 $256k 4.9k 52.30
Altria (MO) 0.0 $251k 4.8k 52.29
Curtiss-Wright (CW) 0.0 $230k 648.00 354.87
Labcorp Holdings (LH) 0.0 $229k 1.0k 229.32
iShares Russell 1000 Value Index (IWD) 0.0 $229k 1.2k 185.13
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) 0.0 $223k 4.5k 50.11
iShares MSCI Emerging Markets Indx (EEM) 0.0 $213k 5.1k 41.82
SPDR S&P MidCap 400 ETF (MDY) 0.0 $212k 373.00 568.82
Enterprise Products Partners (EPD) 0.0 $210k 6.7k 31.36
SPDR DJ Wilshire Large Cap Value (SPYV) 0.0 $208k 4.1k 51.14
Visa (V) 0.0 $196k 620.00 316.04
Union Pacific Corporation (UNP) 0.0 $195k 857.00 228.04
Spdr Series Trust dj ttl mkt etf (SPTM) 0.0 $190k 2.7k 71.43
Vanguard Growth ETF (VUG) 0.0 $189k 460.00 410.44
Walt Disney Company (DIS) 0.0 $175k 1.6k 111.35
Canadian Pacific Kansas City (CP) 0.0 $174k 2.4k 72.37
Sarepta Therapeutics (SRPT) 0.0 $170k 1.4k 121.59
Abbott Laboratories (ABT) 0.0 $167k 1.5k 113.11
Arch Capital Group (ACGL) 0.0 $166k 1.8k 92.35
Digital World Acquisition (DJTWW) 0.0 $164k 7.1k 23.07
Arthur J. Gallagher & Co. (AJG) 0.0 $158k 556.00 283.85
iShares S&P SmallCap 600 Index (IJR) 0.0 $154k 1.3k 115.22
First Trust Tech AlphaDEX Fnd (FXL) 0.0 $149k 1.0k 148.55
Duke Energy (DUK) 0.0 $145k 1.3k 107.74
Post Holdings Inc Common (POST) 0.0 $145k 1.3k 114.46
Enterprise Financial Services (EFSC) 0.0 $139k 2.5k 56.40
iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $138k 1.3k 108.64
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $137k 400.00 342.16
Flowers Foods (FLO) 0.0 $131k 6.4k 20.66
Discover Financial Services (DFS) 0.0 $130k 750.00 173.23
American Centy Etf Tr (AVLV) 0.0 $128k 1.9k 66.76
Energizer Holdings (ENR) 0.0 $127k 3.6k 34.89
salesforce (CRM) 0.0 $127k 380.00 334.33
New Jersey Resources Corporation (NJR) 0.0 $125k 2.7k 46.65
Bellring Brands (BRBR) 0.0 $121k 1.6k 75.34
Fiserv (FI) 0.0 $116k 566.00 205.42
First Trust Health Care AlphaDEX (FXH) 0.0 $114k 1.1k 104.13
American Centy Etf Tr (AVMC) 0.0 $113k 1.7k 65.00
Invesco Variable Rate Preferred Etf etf (VRP) 0.0 $102k 4.2k 24.19
iShares S&P US Pref Stock Idx Fnd (PFF) 0.0 $101k 3.2k 31.44
Eastman Chemical Company (EMN) 0.0 $101k 1.1k 91.32
Palo Alto Networks (PANW) 0.0 $99k 546.00 181.96
SPDR S&P Dividend (SDY) 0.0 $99k 750.00 132.10
Vanguard REIT ETF (VNQ) 0.0 $99k 1.1k 89.04
S&p Global (SPGI) 0.0 $96k 193.00 498.03
General Electric (GE) 0.0 $95k 569.00 166.79
First Trust DJ Internet Index Fund (FDN) 0.0 $94k 385.00 243.17
Intuitive Surgical (ISRG) 0.0 $91k 175.00 521.96
Danaher Corporation (DHR) 0.0 $91k 395.00 229.55
O'reilly Automotive (ORLY) 0.0 $90k 76.00 1185.80
iShares S&P SmallCap 600 Growth (IJT) 0.0 $89k 658.00 135.34
iShares Russell 2000 Value Index (IWN) 0.0 $89k 539.00 164.17
American Centy Etf Tr (AVDS) 0.0 $88k 1.7k 51.84
Invesco Qqq Trust Series 1 (QQQ) 0.0 $88k 172.00 511.23
Tri-Continental Corporation (TY) 0.0 $86k 2.7k 31.69
Amplify Etf Tr a (DIVO) 0.0 $86k 2.1k 40.48
American Tower Reit (AMT) 0.0 $83k 453.00 183.41
Sealed Air (SEE) 0.0 $81k 2.4k 33.83
ConocoPhillips (COP) 0.0 $81k 812.00 99.17
Adobe Systems Incorporated (ADBE) 0.0 $79k 177.00 444.68
Evergy (EVRG) 0.0 $78k 1.3k 61.55
Linde (LIN) 0.0 $75k 178.00 418.67
Masterbrand Inc-w/i (MBC) 0.0 $74k 5.1k 14.61
Metropcs Communications (TMUS) 0.0 $74k 335.00 220.73
Grayscale Bitcoin Ord (GBTC) 0.0 $73k 986.00 74.02
Merck & Co (MRK) 0.0 $73k 730.00 99.48
Eaton (ETN) 0.0 $72k 218.00 331.87
Medtronic (MDT) 0.0 $70k 874.00 79.88
BP (BP) 0.0 $70k 2.4k 29.56
Edwards Lifesciences (EW) 0.0 $68k 912.00 74.03
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.0 $66k 350.00 188.28
Vanguard Dividend Appreciation ETF (VIG) 0.0 $66k 336.00 195.83
Texas Capital Bancshares (TCBI) 0.0 $63k 800.00 78.20
Spdr Ser Tr spdr russel 2000 (SPSM) 0.0 $62k 1.4k 44.92
Uber Technologies (UBER) 0.0 $61k 1.0k 60.32
Tyler Technologies (TYL) 0.0 $60k 104.00 576.64
Texas Instruments Incorporated (TXN) 0.0 $59k 317.00 187.51
iShares Russell Midcap Growth Idx. (IWP) 0.0 $58k 460.00 126.75
Travelers Companies (TRV) 0.0 $57k 238.00 240.89
Chubb (CB) 0.0 $57k 205.00 276.30
Quanta Services (PWR) 0.0 $56k 178.00 316.05
Dominion Resources (D) 0.0 $54k 1.0k 53.86
iShares Russell 2000 Index (IWM) 0.0 $53k 240.00 220.96
Elbit Systems (ESLT) 0.0 $52k 200.00 258.07
Intra Cellular Therapies (ITCI) 0.0 $50k 600.00 83.52
Novo Nordisk A/S (NVO) 0.0 $48k 559.00 86.02
Mondelez Int (MDLZ) 0.0 $48k 796.00 59.73
Fortinet (FTNT) 0.0 $47k 500.00 94.48
Goldman Sachs (GS) 0.0 $47k 82.00 572.62
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.0 $47k 663.00 70.28
Ge Vernova (GEV) 0.0 $46k 141.00 328.94
Corteva (CTVA) 0.0 $46k 809.00 56.96
Wyndham Hotels And Resorts (WH) 0.0 $45k 448.00 100.79
InvenTrust Properties Corp (IVT) 0.0 $45k 1.5k 30.13
Dow (DOW) 0.0 $44k 1.1k 40.13
First Trust Ind/Prod AlphaDEX (FXR) 0.0 $43k 575.00 74.81
Intuit (INTU) 0.0 $42k 67.00 628.51
Vanguard Europe Pacific ETF (VEA) 0.0 $42k 872.00 47.82
iShares S&P 500 Growth Index (IVW) 0.0 $40k 396.00 101.53
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.0 $40k 1.3k 29.86
Motorola Solutions (MSI) 0.0 $39k 85.00 462.24
Dex (DXCM) 0.0 $39k 500.00 77.77
Humana (HUM) 0.0 $39k 153.00 253.71
Allstate Corporation (ALL) 0.0 $39k 200.00 192.79
Palomar Hldgs (PLMR) 0.0 $37k 350.00 105.59
Spdr Ser Tr 1 3 hgh yield (BIL) 0.0 $37k 400.00 91.43
Doubleline Total Etf etf (TOTL) 0.0 $36k 922.00 39.39
Blackrock (BLK) 0.0 $36k 35.00 1025.11
Invesco Exch Trd Slf Idx Fd bulshs 2025 hy (BSJP) 0.0 $36k 1.6k 23.07
First Trust Cnsmer Disry Alpha Fnd (FXD) 0.0 $35k 545.00 64.63
Chipotle Mexican Grill (CMG) 0.0 $35k 575.00 60.30
Edgewell Pers Care (EPC) 0.0 $34k 1.0k 33.60
First Tr Exchange Traded Fd nasdaq transn (FTXR) 0.0 $34k 975.00 34.38
iShares S&P MidCap 400 Growth (IJK) 0.0 $33k 365.00 90.93
Vanguard S&p 500 Etf idx (VOO) 0.0 $33k 61.00 536.89
AFLAC Incorporated (AFL) 0.0 $33k 315.00 103.44
Vanguard Small-Cap ETF (VB) 0.0 $32k 132.00 240.28
Skyworks Solutions (SWKS) 0.0 $31k 351.00 88.68
Newmark Group (NMRK) 0.0 $31k 2.4k 12.81
Euronet Worldwide (EEFT) 0.0 $31k 300.00 102.84
Vanguard Health Care ETF (VHT) 0.0 $31k 121.00 253.69
H&R Block (HRB) 0.0 $30k 570.00 52.84
Intel Corporation (INTC) 0.0 $30k 1.5k 20.05
Oge Energy Corp (OGE) 0.0 $30k 720.00 41.25
Nike (NKE) 0.0 $30k 389.00 75.73
Cardinal Health (CAH) 0.0 $29k 247.00 118.27
Vaneck Vectors Gold Miners mutual (GDX) 0.0 $29k 840.00 33.91
Constellation Energy (CEG) 0.0 $28k 127.00 223.72
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.0 $28k 300.00 92.45
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.0 $28k 257.00 106.84
Vanguard Emerging Markets ETF (VWO) 0.0 $27k 617.00 44.04
Lam Research (LRCX) 0.0 $27k 370.00 72.23
Simon Property (SPG) 0.0 $27k 155.00 172.21
Getty Realty (GTY) 0.0 $27k 879.00 30.13
Shake Shack Inc cl a (SHAK) 0.0 $26k 200.00 129.80
Travel Leisure Ord (TNL) 0.0 $25k 500.00 50.45
Vanguard Information Technology ETF (VGT) 0.0 $25k 40.00 621.80
Spotify Technology Sa (SPOT) 0.0 $25k 55.00 447.38
Embecta Corporation (EMBC) 0.0 $25k 1.2k 20.65
Corcept Therapeutics Incorporated (CORT) 0.0 $23k 464.00 50.39
Invesco Exch Trd Slf Idx Fd invsco blsh 26 (BSJQ) 0.0 $23k 1.0k 23.27
Brp Group (BWIN) 0.0 $23k 580.00 38.76
Gfl Environmental Inc sub vtg (GFL) 0.0 $22k 500.00 44.54
Tractor Supply Company (TSCO) 0.0 $22k 415.00 53.06
Entergy Corporation (ETR) 0.0 $22k 288.00 75.82
iShares Russell 2000 Growth Index (IWO) 0.0 $22k 75.00 287.83
Adams Express Company (ADX) 0.0 $21k 1.1k 20.20
Columbia India Consumer Etf etp (INCO) 0.0 $21k 330.00 64.43
Archer Daniels Midland Company (ADM) 0.0 $21k 410.00 50.52
Consolidated Edison (ED) 0.0 $21k 232.00 89.23
Analog Devices (ADI) 0.0 $20k 96.00 212.47
Ishares Tr cmn (STIP) 0.0 $20k 201.00 100.60
Progressive Corporation (PGR) 0.0 $20k 84.00 239.62
McKesson Corporation (MCK) 0.0 $19k 34.00 569.91
Ishares Tr fltg rate nt (FLOT) 0.0 $19k 379.00 50.88
iShares FTSE NAREIT Real Est 50 Ind (USRT) 0.0 $19k 331.00 57.31
Van Eck Merk Gold Tr gold (OUNZ) 0.0 $19k 749.00 25.30
Ares Management Corporation cl a com stk (ARES) 0.0 $19k 107.00 177.04
Starbucks Corporation (SBUX) 0.0 $19k 207.00 91.25
Fortrea Hldgs (FTRE) 0.0 $19k 1.0k 18.65
RPM International (RPM) 0.0 $19k 150.00 123.06
Boston Scientific Corporation (BSX) 0.0 $18k 203.00 89.32
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.0 $18k 225.00 80.27
Lineage (LINE) 0.0 $18k 300.00 58.57
General Mills (GIS) 0.0 $18k 275.00 63.77
Blackstone Group Inc Com Cl A (BX) 0.0 $17k 100.00 172.42
Marsh & McLennan Companies (MMC) 0.0 $17k 81.00 212.42
Bank of New York Mellon Corporation (BK) 0.0 $16k 210.00 76.83
Targa Res Corp (TRGP) 0.0 $16k 90.00 178.50
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $16k 247.00 62.65
Williams-Sonoma (WSM) 0.0 $15k 82.00 185.18
Selectquote Ord (SLQT) 0.0 $15k 4.0k 3.72
Ge Healthcare Technologies I (GEHC) 0.0 $15k 189.00 78.19
Walgreen Boots Alliance (WBA) 0.0 $14k 1.5k 9.33
Schlumberger (SLB) 0.0 $14k 364.00 38.34
Apa Corporation (APA) 0.0 $14k 600.00 23.09
Kyndryl Holdings Ord Wi (KD) 0.0 $14k 400.00 34.60
Anthem (ELV) 0.0 $14k 37.00 368.92
KLA-Tencor Corporation (KLAC) 0.0 $13k 21.00 630.14
First Solar (FSLR) 0.0 $13k 75.00 176.24
Vanguard Short-Term Bond ETF (BSV) 0.0 $13k 171.00 77.27
Airbnb (ABNB) 0.0 $13k 100.00 131.41
AstraZeneca (AZN) 0.0 $13k 200.00 65.52
Comcast Corporation (CMCSA) 0.0 $13k 345.00 37.53
Mannkind (MNKD) 0.0 $13k 2.0k 6.43
Bwx Technologies (BWXT) 0.0 $13k 115.00 111.39
CenterPoint Energy (CNP) 0.0 $13k 400.00 31.73
Verizon Communications (VZ) 0.0 $13k 315.00 39.99
Unilever (UL) 0.0 $13k 221.00 56.70
First Trust Amex Biotech Index Fnd (FBT) 0.0 $13k 75.00 166.21
Applied Materials (AMAT) 0.0 $12k 75.00 162.64
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $12k 28.00 434.96
Ralph Lauren Corp (RL) 0.0 $12k 51.00 230.98
Lamar Advertising Co-a (LAMR) 0.0 $12k 96.00 121.75
Vanguard Consumer Discretionary ETF (VCR) 0.0 $11k 30.00 375.40
Everest Re Group (EG) 0.0 $11k 31.00 362.48
CVS Caremark Corporation (CVS) 0.0 $11k 250.00 44.89
iShares S&P Global 100 Index (IOO) 0.0 $11k 110.00 100.77
Morgan Stanley (MS) 0.0 $11k 85.00 125.73
CMS Energy Corporation (CMS) 0.0 $11k 160.00 66.65
Northern Trust Corporation (NTRS) 0.0 $10k 100.00 102.50
Veralto Corp (VLTO) 0.0 $10k 100.00 101.85
Williams Companies (WMB) 0.0 $10k 188.00 54.12
Banc Of California (BANC) 0.0 $10k 656.00 15.46
Fidelity Ethereum Fund Etf (FETH) 0.0 $10k 300.00 33.41
Ss&c Technologies Holding (SSNC) 0.0 $10k 132.00 75.78
Truist Financial Corp equities (TFC) 0.0 $9.8k 225.00 43.38
Accenture (ACN) 0.0 $9.5k 27.00 351.81
Transocean (RIG) 0.0 $9.4k 2.5k 3.75
Exelon Corporation (EXC) 0.0 $9.3k 246.00 37.64
Textron (TXT) 0.0 $9.2k 120.00 76.49
Vanguard Admiral Fds Inc equity (VOOG) 0.0 $9.2k 25.00 366.08
Crown Castle Intl (CCI) 0.0 $9.1k 100.00 90.76
Amdocs Ltd ord (DOX) 0.0 $9.0k 106.00 85.14
First American Financial (FAF) 0.0 $8.6k 138.00 62.44
Carlisle Companies (CSL) 0.0 $8.5k 23.00 368.87
Northrop Grumman Corporation (NOC) 0.0 $8.4k 18.00 469.33
Prudential Financial (PRU) 0.0 $8.4k 71.00 118.54
Grayscale Bitcoin Mini Trust Etf 0.0 $8.2k 197.00 41.87
Johnson Controls International Plc equity (JCI) 0.0 $8.2k 104.00 78.93
Cme (CME) 0.0 $8.1k 35.00 232.26
Cintas Corporation (CTAS) 0.0 $8.0k 44.00 182.70
Old Dominion Freight Line (ODFL) 0.0 $7.9k 45.00 176.40
Principal Financial (PFG) 0.0 $7.7k 100.00 77.41
SPDR Gold Trust (GLD) 0.0 $7.5k 31.00 242.16
Waters Corporation (WAT) 0.0 $7.4k 20.00 371.00
American Express Company (AXP) 0.0 $7.1k 24.00 296.79
SYSCO Corporation (SYY) 0.0 $7.1k 93.00 76.46
Monolithic Power Systems (MPWR) 0.0 $7.1k 12.00 591.75
Consumer Discretionary SPDR (XLY) 0.0 $6.5k 29.00 224.38
AutoZone (AZO) 0.0 $6.4k 2.00 3202.00
iShares MSCI EAFE Index Fund (EFA) 0.0 $6.4k 84.00 75.62
W.W. Grainger (GWW) 0.0 $6.3k 6.00 1054.17
Financial Select Sector SPDR (XLF) 0.0 $6.1k 127.00 48.33
Capitol Federal Financial (CFFN) 0.0 $5.9k 1.0k 5.91
Huntsman Corporation (HUN) 0.0 $5.8k 322.00 18.03
Reddit (RDDT) 0.0 $5.7k 35.00 163.46
Murphy Oil Corporation (MUR) 0.0 $5.6k 185.00 30.26
3M Company (MMM) 0.0 $5.4k 42.00 129.10
Flextronics International Ltd Com Stk (FLEX) 0.0 $5.4k 141.00 38.39
Cargo Therapeutics (CRGX) 0.0 $5.0k 350.00 14.42
Republic Services (RSG) 0.0 $5.0k 25.00 201.20
Alcon (ALC) 0.0 $5.0k 59.00 84.90
Target Corporation (TGT) 0.0 $5.0k 37.00 135.19
Materials SPDR (XLB) 0.0 $5.0k 59.00 84.15
Highpeak Energy (HPK) 0.0 $4.8k 325.00 14.70
eBay (EBAY) 0.0 $4.8k 77.00 61.96
Energy Transfer Equity (ET) 0.0 $4.4k 223.00 19.59
Shopify Inc cl a (SHOP) 0.0 $4.3k 40.00 106.35
Petroleo Brasileiro SA (PBR) 0.0 $4.2k 327.00 12.86
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) 0.0 $4.2k 100.00 41.61
Roper Industries (ROP) 0.0 $4.2k 8.00 519.88
Moderna (MRNA) 0.0 $4.2k 100.00 41.58
EQT Corporation (EQT) 0.0 $4.1k 89.00 46.11
Roblox Corp (RBLX) 0.0 $4.1k 70.00 57.87
Freeport-McMoRan Copper & Gold (FCX) 0.0 $4.0k 106.00 38.08
Penn National Gaming (PENN) 0.0 $4.0k 200.00 19.82
Seagate Technology (STX) 0.0 $3.8k 44.00 86.32
Te Connectivity (TEL) 0.0 $3.7k 26.00 143.00
Rb Global (RBA) 0.0 $3.4k 38.00 90.21
Zimmer Holdings (ZBH) 0.0 $3.2k 30.00 105.63
Corning Incorporated (GLW) 0.0 $3.1k 65.00 47.52
Viatris (VTRS) 0.0 $3.1k 247.00 12.45
Valero Energy Corporation (VLO) 0.0 $3.1k 25.00 122.60
Wabtec Corporation (WAB) 0.0 $3.0k 16.00 189.62
Delta Air Lines (DAL) 0.0 $3.0k 50.00 60.50
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $3.0k 31.00 96.55
AECOM Technology Corporation (ACM) 0.0 $3.0k 28.00 106.82
Ishares Tr eafe min volat (EFAV) 0.0 $3.0k 42.00 70.71
Equinix (EQIX) 0.0 $2.8k 3.00 943.00
FedEx Corporation (FDX) 0.0 $2.8k 10.00 281.40
American Homes 4 Rent-a reit (AMH) 0.0 $2.7k 73.00 37.42
Autodesk (ADSK) 0.0 $2.7k 9.00 295.67
American Water Works (AWK) 0.0 $2.6k 21.00 124.52
United Parcel Service (UPS) 0.0 $2.5k 20.00 126.10
Deckers Outdoor Corporation (DECK) 0.0 $2.4k 12.00 203.17
Ishares Inc em mkt min vol (EEMV) 0.0 $2.4k 42.00 58.00
Jefferies Finl Group (JEF) 0.0 $2.3k 29.00 78.41
Applovin Corp Class A (APP) 0.0 $2.3k 7.00 323.86
Fresenius Medical Care AG & Co. (FMS) 0.0 $2.3k 100.00 22.64
Cigna Corp (CI) 0.0 $2.2k 8.00 276.25
Oddity Tech Cl A Ord (ODD) 0.0 $2.1k 50.00 42.02
Lululemon Athletica (LULU) 0.0 $1.9k 5.00 382.60
Ametek (AME) 0.0 $1.8k 10.00 180.30
Ark Etf Tr innovation etf (ARKK) 0.0 $1.7k 30.00 56.80
On Hldg (ONON) 0.0 $1.6k 30.00 54.80
Aptiv Holdings 0.0 $1.5k 25.00 60.48
Service Corporation International (SCI) 0.0 $1.4k 18.00 79.83
TransDigm Group Incorporated (TDG) 0.0 $1.3k 1.00 1268.00
Dell Technologies (DELL) 0.0 $1.2k 10.00 115.30
Diamondback Energy (FANG) 0.0 $1.1k 7.00 163.86
Constellation Brands (STZ) 0.0 $1.1k 5.00 221.00
Stryker Corporation (SYK) 0.0 $1.1k 3.00 360.33
Embraer S A (ERJ) 0.0 $1.1k 29.00 36.69
Servicenow (NOW) 0.0 $1.1k 1.00 1061.00
Sap (SAP) 0.0 $985.000000 4.00 246.25
First Tr Exchange Traded Fd dorsey wright (IFV) 0.0 $959.000000 50.00 19.18
At&t (T) 0.0 $956.999400 42.00 22.79
Tradeweb Markets (TW) 0.0 $917.000000 7.00 131.00
Ingersoll Rand (IR) 0.0 $905.000000 10.00 90.50
Netflix (NFLX) 0.0 $892.000000 1.00 892.00
Nextracker (NXT) 0.0 $877.000800 24.00 36.54
Vaneck Vectors Semiconductor Etf semiconductor (SMH) 0.0 $875.000000 4.00 218.75
Howmet Aerospace (HWM) 0.0 $875.000000 8.00 109.38
Brighthouse Finl (BHF) 0.0 $865.000800 18.00 48.06
Timken Company (TKR) 0.0 $857.000400 12.00 71.42
Alibaba Group Holding (BABA) 0.0 $848.000000 10.00 84.80
Growgeneration Corp (GRWG) 0.0 $845.000000 500.00 1.69
Envirotech Vehicles (EVTV) 0.0 $787.020000 650.00 1.21
Biogen Idec (BIIB) 0.0 $765.000000 5.00 153.00
Nio Inc spon ads (NIO) 0.0 $763.000000 175.00 4.36
Asml Holding (ASML) 0.0 $694.000000 1.00 694.00
Neurocrine Biosciences (NBIX) 0.0 $683.000000 5.00 136.60
Abercrombie & Fitch (ANF) 0.0 $598.000000 4.00 149.50
International Paper Company (IP) 0.0 $539.000000 10.00 53.90
Occidental Petroleum Corporation (OXY) 0.0 $495.000000 10.00 49.50
Cinemark Holdings (CNK) 0.0 $465.000000 15.00 31.00
Nutex Health (NUTX) 0.0 $411.999900 13.00 31.69
Sharkninja (SN) 0.0 $390.000000 4.00 97.50
Arm Holdings (ARM) 0.0 $371.000100 3.00 123.67
Hartford Financial Services (HIG) 0.0 $329.000100 3.00 109.67
Southwest Airlines (LUV) 0.0 $169.000000 5.00 33.80
3D Systems Corporation (DDD) 0.0 $164.000000 50.00 3.28
Neuronetics (STIM) 0.0 $161.000000 100.00 1.61
Vanguard Total World Stock Idx (VT) 0.0 $114.000000 1.00 114.00
Phillips 66 (PSX) 0.0 $114.000000 1.00 114.00
Tor Dom Bk Cad (TD) 0.0 $107.000000 2.00 53.50
Merchants Bancorp Ind (MBIN) 0.0 $37.000000 1.00 37.00
Inovio Pharmaceuticals (INO) 0.0 $32.999400 18.00 1.83
Occidental Petroleum Corp Warrant (OXY.WS) 0.0 $28.000000 1.00 28.00
Trinity Biotech (TRIB) 0.0 $18.000000 20.00 0.90
Tilray (TLRY) 0.0 $6.000000 4.00 1.50
Canopy Growth CORP (CGC) 0.0 $3.000000 1.00 3.00
Workhorse Group (WKHS) 0.0 $1.000000 1.00 1.00