Atwood & Palmer

Atwood & Palmer as of March 31, 2025

Portfolio Holdings for Atwood & Palmer

Atwood & Palmer holds 441 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
Palantir Technologies (PLTR) 4.3 $62M 734k 84.40
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.3 $47M 711k 66.27
Janus Detroit Str Tr (JAAA) 3.3 $47M 925k 50.71
iShares Lehman 1-3 Year Treas.Bond (SHY) 3.2 $46M 561k 82.73
Abbvie (ABBV) 2.8 $40M 191k 209.52
Gilead Sciences (GILD) 2.7 $39M 345k 112.05
Alphabet Inc Class C cs (GOOG) 2.7 $38M 245k 156.23
American Centy Etf Tr avantis emgmkt (AVEM) 2.6 $38M 623k 60.17
Ameriprise Financial (AMP) 2.6 $37M 77k 484.11
United Rentals (URI) 2.5 $36M 57k 626.70
Leidos Holdings (LDOS) 2.4 $35M 262k 134.94
MasterCard Incorporated (MA) 2.3 $33M 61k 548.12
MercadoLibre (MELI) 2.3 $33M 17k 1950.87
Fifth Third Ban (FITB) 2.3 $33M 841k 39.20
Cisco Systems (CSCO) 2.2 $32M 521k 61.71
Lockheed Martin Corporation (LMT) 2.1 $30M 68k 446.71
D.R. Horton (DHI) 2.0 $29M 229k 127.13
Apple (AAPL) 2.0 $28M 128k 222.13
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.9 $28M 526k 52.37
Thermo Fisher Scientific (TMO) 1.9 $27M 54k 497.60
Vertex Pharmaceuticals Incorporated (VRTX) 1.8 $27M 55k 484.82
Regeneron Pharmaceuticals (REGN) 1.8 $27M 42k 634.23
American Centy Etf Tr (AVIV) 1.8 $26M 456k 56.68
Ishares Ibonds Dec 2028 Term T (IBTI) 1.7 $25M 1.1M 22.25
Cdw (CDW) 1.7 $25M 156k 160.26
Ishares Ibonds Dec 2029 Term T (IBTJ) 1.7 $25M 1.1M 21.77
Goldman Sachs Etf Tr treasuryaccess (GBIL) 1.7 $25M 245k 100.18
Managed Portfolio Ser tortoise nram pi 1.7 $24M 657k 36.37
Wal-Mart Stores (WMT) 1.6 $24M 269k 87.79
Janus Detroit Str Tr (JSI) 1.6 $24M 449k 52.35
Ishares Tr (IBTK) 1.5 $22M 1.1M 19.66
Hologic (HOLX) 1.5 $22M 353k 61.77
Garmin (GRMN) 1.4 $20M 93k 217.13
United Therapeutics Corporation (UTHR) 1.4 $20M 64k 308.27
Generac Holdings (GNRC) 1.3 $19M 148k 126.65
Draftkings (DKNG) 1.2 $18M 527k 33.21
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.2 $17M 244k 69.74
Vanguard Short Term Corporate Bond ETF (VCSH) 1.2 $17M 214k 78.94
Goldman Sachs Etf Tr access hig yld (GHYB) 1.2 $17M 377k 44.54
Paypal Holdings (PYPL) 1.1 $16M 252k 65.25
Lowe's Companies (LOW) 1.1 $16M 70k 233.23
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 1.1 $15M 310k 49.16
Janus Detroit Str Tr (JBBB) 1.0 $14M 293k 48.67
L3harris Technologies (LHX) 0.9 $13M 63k 209.31
Uber Technologies (UBER) 0.9 $12M 171k 72.86
Ishares Tr 0-5yr hi yl cp (SHYG) 0.8 $12M 286k 42.52
ON Semiconductor (ON) 0.8 $12M 289k 40.69
Goldman Sachs Etf Tr activebeta int (GSIE) 0.7 $10M 279k 35.65
Ishares Tr int dev mom fc (IMTM) 0.7 $9.7M 244k 39.94
Palmer Square Funds Trust (PSQO) 0.6 $8.1M 398k 20.28
Jack Henry & Associates (JKHY) 0.5 $7.5M 41k 182.60
Etf Opportunities Trust (VSLU) 0.5 $7.3M 209k 35.02
Invesco S&p 500 Equal Weight Etf (RSP) 0.5 $7.3M 42k 173.23
Home Depot (HD) 0.5 $6.7M 18k 366.49
Kimberly-Clark Corporation (KMB) 0.4 $6.1M 43k 142.22
Becton, Dickinson and (BDX) 0.4 $5.7M 25k 229.06
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 0.4 $5.2M 95k 54.86
Commerce Bancshares (CBSH) 0.3 $4.4M 71k 62.23
Johnson & Johnson (JNJ) 0.3 $4.0M 24k 165.84
Alphabet Inc Class A cs (GOOGL) 0.3 $3.9M 25k 154.64
Procter & Gamble Company (PG) 0.3 $3.8M 23k 170.42
Colgate-Palmolive Company (CL) 0.2 $2.5M 26k 93.70
JPMorgan Chase & Co. (JPM) 0.2 $2.2M 8.9k 245.30
Pepsi (PEP) 0.1 $2.1M 14k 149.94
Berkshire Hathaway (BRK.B) 0.1 $2.1M 3.9k 532.58
Goldman Sachs Etf Tr aces ultra shr (GSST) 0.1 $2.0M 40k 50.54
Exxon Mobil Corporation (XOM) 0.1 $2.0M 17k 118.93
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.1 $2.0M 17k 118.14
Paychex (PAYX) 0.1 $2.0M 13k 154.28
Amgen (AMGN) 0.1 $1.9M 6.2k 311.55
Microsoft Corporation (MSFT) 0.1 $1.9M 5.0k 375.39
Raytheon Technologies Corp (RTX) 0.1 $1.8M 13k 132.46
Amazon (AMZN) 0.1 $1.8M 9.3k 190.26
Costco Wholesale Corporation (COST) 0.1 $1.7M 1.8k 945.78
Goldman Sachs Etf Tr activebeta eme (GEM) 0.1 $1.6M 48k 33.18
Highwoods Properties (HIW) 0.1 $1.5M 51k 29.64
Spdr S&p 500 Etf (SPY) 0.1 $1.5M 2.7k 559.36
NVIDIA Corporation (NVDA) 0.1 $1.5M 14k 108.38
Parker-Hannifin Corporation (PH) 0.1 $1.4M 2.3k 607.85
Automatic Data Processing (ADP) 0.1 $1.4M 4.5k 305.53
Janus Detroit Str Tr fund (JMBS) 0.1 $1.1M 24k 45.20
UMB Financial Corporation (UMBF) 0.1 $1.1M 11k 101.10
International Business Machines (IBM) 0.1 $1.0M 4.1k 248.66
Hilltop Holdings (HTH) 0.1 $1.0M 33k 30.45
McDonald's Corporation (MCD) 0.1 $996k 3.2k 312.37
iShares S&P 500 Index (IVV) 0.1 $989k 1.8k 562.02
iShares Lehman Short Treasury Bond (SHV) 0.1 $919k 8.3k 110.46
iShares S&P 1500 Index Fund (ITOT) 0.1 $864k 7.1k 122.01
Caterpillar (CAT) 0.1 $846k 2.6k 329.80
Coca-Cola Company (KO) 0.1 $839k 12k 71.62
Deere & Company (DE) 0.1 $830k 1.8k 469.35
Chevron Corporation (CVX) 0.1 $820k 4.9k 167.29
PNC Financial Services (PNC) 0.1 $799k 4.5k 175.77
Qualcomm (QCOM) 0.1 $789k 5.1k 153.61
iShares Russell 1000 Growth Index (IWF) 0.1 $785k 2.2k 361.09
Philip Morris International (PM) 0.1 $752k 4.7k 158.73
Bristol Myers Squibb (BMY) 0.1 $746k 12k 60.99
Iron Mountain (IRM) 0.0 $710k 8.3k 86.04
Nextera Energy (NEE) 0.0 $682k 9.6k 70.89
U.S. Bancorp (USB) 0.0 $654k 16k 42.22
Waste Management (WM) 0.0 $649k 2.8k 231.51
Facebook Inc cl a (META) 0.0 $643k 1.1k 576.36
Bank of America Corporation (BAC) 0.0 $605k 15k 41.73
American Electric Power Company (AEP) 0.0 $601k 5.5k 109.27
Nxp Semiconductors N V (NXPI) 0.0 $572k 3.0k 190.06
Broadcom (AVGO) 0.0 $564k 3.4k 167.43
J P Morgan Exchange Traded F ultra shrt (JPST) 0.0 $530k 11k 50.63
Eli Lilly & Co. (LLY) 0.0 $512k 620.00 825.91
Oracle Corporation (ORCL) 0.0 $508k 3.6k 139.81
Visa (V) 0.0 $484k 1.4k 350.46
Carrier Global Corporation (CARR) 0.0 $482k 7.6k 63.40
Emerson Electric (EMR) 0.0 $468k 4.3k 109.63
Saia (SAIA) 0.0 $463k 1.3k 349.43
Janus Short Duration (VNLA) 0.0 $454k 9.2k 49.15
Palmer Square Capital BDC (PSBD) 0.0 $453k 34k 13.32
Tesla Motors (TSLA) 0.0 $439k 1.7k 259.16
Otis Worldwide Corp (OTIS) 0.0 $405k 3.9k 103.20
Regions Financial Corporation (RF) 0.0 $402k 19k 21.73
Arista Networks (ANET) 0.0 $401k 5.2k 77.48
First Trust Iv Enhanced Short (FTSM) 0.0 $380k 6.4k 59.84
Axon Enterprise (AXON) 0.0 $379k 720.00 525.95
Vanguard Total Stock Market ETF (VTI) 0.0 $366k 1.3k 274.84
Arthur J. Gallagher & Co. (AJG) 0.0 $359k 1.0k 345.24
Fortune Brands (FBIN) 0.0 $309k 5.1k 60.88
TJX Companies (TJX) 0.0 $297k 2.4k 121.80
Ishares Tr liquid inc etf (ICSH) 0.0 $293k 5.8k 50.70
UnitedHealth (UNH) 0.0 $291k 556.00 523.75
Altria (MO) 0.0 $289k 4.8k 60.02
Danaher Corporation (DHR) 0.0 $283k 1.4k 205.00
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.0 $282k 5.7k 49.62
Ecolab (ECL) 0.0 $277k 1.1k 253.52
American Centy Etf Tr (AVIG) 0.0 $275k 6.6k 41.39
Pfizer (PFE) 0.0 $267k 11k 25.34
Honeywell International (HON) 0.0 $266k 1.3k 211.75
iShares S&P MidCap 400 Index (IJH) 0.0 $264k 4.5k 58.35
Zoetis Inc Cl A (ZTS) 0.0 $258k 1.6k 164.65
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.0 $243k 4.5k 54.02
Trane Technologies (TT) 0.0 $236k 700.00 336.92
Sempra Energy (SRE) 0.0 $236k 3.3k 71.36
Invesco Qqq Trust Series 1 (QQQ) 0.0 $235k 502.00 468.49
Labcorp Holdings (LH) 0.0 $233k 1.0k 232.74
Palo Alto Networks (PANW) 0.0 $232k 1.4k 170.64
iShares Russell 1000 Value Index (IWD) 0.0 $232k 1.2k 188.16
Duke Energy (DUK) 0.0 $229k 1.9k 121.97
Enterprise Products Partners (EPD) 0.0 $229k 6.7k 34.14
Tyler Technologies (TYL) 0.0 $217k 374.00 581.39
Wells Fargo & Company (WFC) 0.0 $210k 2.9k 71.79
iShares MSCI Emerging Markets Indx (EEM) 0.0 $209k 4.8k 43.70
SPDR DJ Wilshire Large Cap Value (SPYV) 0.0 $208k 4.1k 51.07
Curtiss-Wright (CW) 0.0 $206k 648.00 317.27
Ubiquiti (UI) 0.0 $205k 660.00 309.92
SPDR S&P MidCap 400 ETF (MDY) 0.0 $199k 373.00 532.77
Union Pacific Corporation (UNP) 0.0 $197k 832.00 236.24
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) 0.0 $191k 3.8k 50.12
Moody's Corporation (MCO) 0.0 $186k 400.00 465.69
Spdr Series Trust dj ttl mkt etf (SPTM) 0.0 $173k 2.5k 68.01
Arch Capital Group (ACGL) 0.0 $173k 1.8k 96.18
Vanguard Growth ETF (VUG) 0.0 $171k 460.00 370.82
Canadian Pacific Kansas City (CP) 0.0 $168k 2.4k 70.21
Walt Disney Company (DIS) 0.0 $165k 1.7k 98.71
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $157k 446.00 352.58
Stryker Corporation (SYK) 0.0 $150k 403.00 372.25
O'reilly Automotive (ORLY) 0.0 $148k 103.00 1432.58
Post Holdings Inc Common (POST) 0.0 $148k 1.3k 116.36
iShares S&P SmallCap 600 Index (IJR) 0.0 $140k 1.3k 104.57
Enterprise Financial Services (EFSC) 0.0 $132k 2.5k 53.74
New Jersey Resources Corporation (NJR) 0.0 $132k 2.7k 49.06
Abbott Laboratories (ABT) 0.0 $131k 986.00 132.65
Discover Financial Services 0.0 $128k 750.00 170.70
First Trust Tech AlphaDEX Fnd (FXL) 0.0 $126k 950.00 132.25
American Centy Etf Tr (AVLV) 0.0 $125k 1.9k 65.20
iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $124k 1.3k 97.51
Flowers Foods (FLO) 0.0 $121k 6.4k 19.01
American Tower Reit (AMT) 0.0 $120k 553.00 217.60
Bellring Brands (BRBR) 0.0 $120k 1.6k 74.46
General Electric (GE) 0.0 $114k 569.00 200.15
First Trust Health Care AlphaDEX (FXH) 0.0 $113k 1.1k 103.60
Fiserv (FI) 0.0 $110k 500.00 220.83
salesforce (CRM) 0.0 $110k 408.00 268.60
Energizer Holdings (ENR) 0.0 $109k 3.6k 29.92
American Centy Etf Tr (AVMC) 0.0 $108k 1.7k 61.99
Copart (CPRT) 0.0 $102k 1.8k 56.59
SPDR S&P Dividend (SDY) 0.0 $102k 750.00 135.68
Vanguard REIT ETF (VNQ) 0.0 $101k 1.1k 90.50
S&p Global (SPGI) 0.0 $98k 193.00 508.10
Eastman Chemical Company (EMN) 0.0 $97k 1.1k 88.11
American Centy Etf Tr (AVDS) 0.0 $93k 1.7k 54.31
Sarepta Therapeutics (SRPT) 0.0 $89k 1.4k 63.82
Digital World Acquisition (DJTWW) 0.0 $88k 7.1k 12.43
Metropcs Communications (TMUS) 0.0 $88k 330.00 266.71
Evergy (EVRG) 0.0 $87k 1.3k 68.95
Amplify Etf Tr a (DIVO) 0.0 $87k 2.1k 40.77
Intuitive Surgical (ISRG) 0.0 $87k 175.00 495.27
First Trust DJ Internet Index Fund (FDN) 0.0 $86k 385.00 222.15
Tri-Continental Corporation (TY) 0.0 $84k 2.7k 30.67
Linde (LIN) 0.0 $82k 177.00 465.64
iShares S&P SmallCap 600 Growth (IJT) 0.0 $82k 658.00 124.47
Invesco Variable Rate Preferred Etf etf (VRP) 0.0 $82k 3.4k 24.24
iShares Russell 2000 Value Index (IWN) 0.0 $81k 539.00 150.98
HEICO Corporation (HEI) 0.0 $80k 300.00 267.19
Elbit Systems (ESLT) 0.0 $77k 200.00 383.68
Medtronic (MDT) 0.0 $70k 775.00 89.86
Sealed Air (SEE) 0.0 $69k 2.4k 28.90
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.0 $68k 710.00 95.37
Masterbrand Inc-w/i (MBC) 0.0 $66k 5.1k 13.06
Edwards Lifesciences (EW) 0.0 $66k 912.00 72.48
Merck & Co (MRK) 0.0 $66k 730.00 89.76
Vanguard Dividend Appreciation ETF (VIG) 0.0 $65k 336.00 193.99
Grayscale Bitcoin Ord (GBTC) 0.0 $64k 986.00 65.17
Adobe Systems Incorporated (ADBE) 0.0 $64k 167.00 383.53
ConocoPhillips (COP) 0.0 $63k 603.00 105.02
Travelers Companies (TRV) 0.0 $63k 238.00 264.46
Texas Capital Bancshares (TCBI) 0.0 $60k 800.00 74.70
Texas Instruments Incorporated (TXN) 0.0 $57k 317.00 179.70
Spdr Ser Tr spdr russel 2000 (SPSM) 0.0 $57k 1.4k 40.76
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.0 $56k 325.00 173.56
Dominion Resources (D) 0.0 $56k 1.0k 56.07
CVS Caremark Corporation (CVS) 0.0 $56k 820.00 67.75
iShares Russell Midcap Growth Idx. (IWP) 0.0 $54k 460.00 117.49
Corcept Therapeutics Incorporated (CORT) 0.0 $53k 464.00 114.22
BP (BP) 0.0 $51k 1.5k 33.79
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.0 $50k 663.00 75.65
Vanguard Europe Pacific ETF (VEA) 0.0 $49k 971.00 50.83
Fortinet (FTNT) 0.0 $48k 500.00 96.26
Palomar Hldgs (PLMR) 0.0 $48k 350.00 137.08
iShares Russell 2000 Index (IWM) 0.0 $48k 240.00 199.49
Quanta Services (PWR) 0.0 $45k 178.00 254.19
Goldman Sachs (GS) 0.0 $45k 82.00 546.29
Ge Vernova (GEV) 0.0 $43k 141.00 305.28
Accenture (ACN) 0.0 $43k 137.00 312.04
Corteva (CTVA) 0.0 $43k 679.00 62.93
Mondelez Int (MDLZ) 0.0 $43k 629.00 67.85
Blackrock (BLK) 0.0 $43k 45.00 946.49
Intuit (INTU) 0.0 $41k 67.00 614.00
Target Corporation (TGT) 0.0 $41k 389.00 104.30
Wyndham Hotels And Resorts (WH) 0.0 $41k 448.00 90.51
Humana (HUM) 0.0 $41k 153.00 264.60
First Trust Ind/Prod AlphaDEX (FXR) 0.0 $40k 575.00 69.64
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.0 $40k 1.3k 30.10
Chubb (CB) 0.0 $39k 130.00 301.99
Novo Nordisk A/S (NVO) 0.0 $39k 559.00 69.44
Dow (DOW) 0.0 $38k 1.1k 34.92
Motorola Solutions (MSI) 0.0 $37k 85.00 437.81
Doubleline Total Etf etf (TOTL) 0.0 $37k 922.00 40.29
iShares S&P 500 Growth Index (IVW) 0.0 $37k 396.00 92.83
Spdr Ser Tr 1 3 hgh yield (BIL) 0.0 $37k 400.00 91.73
Invesco Exch Trd Slf Idx Fd bulshs 2025 hy (BSJP) 0.0 $36k 1.6k 23.05
Eaton (ETN) 0.0 $36k 131.00 271.83
iShares S&P US Pref Stock Idx Fnd (PFF) 0.0 $35k 1.1k 30.73
AFLAC Incorporated (AFL) 0.0 $35k 315.00 111.19
Dex (DXCM) 0.0 $34k 500.00 68.29
Cardinal Health (CAH) 0.0 $34k 247.00 137.77
Oge Energy Corp (OGE) 0.0 $33k 720.00 45.96
Euronet Worldwide (EEFT) 0.0 $32k 300.00 106.85
Vanguard Health Care ETF (VHT) 0.0 $32k 121.00 264.74
First Trust Cnsmer Disry Alpha Fnd (FXD) 0.0 $32k 545.00 57.89
H&R Block (HRB) 0.0 $31k 570.00 54.91
Vanguard S&p 500 Etf idx (VOO) 0.0 $31k 61.00 512.07
Edgewell Pers Care (EPC) 0.0 $31k 1.0k 31.21
Allstate Corporation (ALL) 0.0 $31k 150.00 207.07
iShares S&P MidCap 400 Growth (IJK) 0.0 $30k 365.00 83.28
Newmark Group (NMRK) 0.0 $30k 2.4k 12.17
Vanguard Small-Cap ETF (VB) 0.0 $29k 132.00 221.75
First Tr Exchange Traded Fd nasdaq transn (FTXR) 0.0 $29k 975.00 29.69
Hca Holdings (HCA) 0.0 $28k 82.00 345.56
Vanguard Emerging Markets ETF (VWO) 0.0 $28k 617.00 45.26
Chipotle Mexican Grill (CMG) 0.0 $28k 550.00 50.21
Spotify Technology Sa (SPOT) 0.0 $28k 50.00 550.04
Getty Realty (GTY) 0.0 $27k 879.00 31.18
Intel Corporation (INTC) 0.0 $27k 1.2k 22.71
Lam Research (LRCX) 0.0 $27k 370.00 72.70
Brp Group (BWIN) 0.0 $26k 580.00 44.69
Simon Property (SPG) 0.0 $26k 155.00 166.08
Consolidated Edison (ED) 0.0 $26k 232.00 110.59
Ss&c Technologies Holding (SSNC) 0.0 $25k 298.00 83.53
Charles Schwab Corporation (SCHW) 0.0 $25k 313.00 78.28
Martin Marietta Materials (MLM) 0.0 $24k 51.00 478.14
Gfl Environmental Inc sub vtg (GFL) 0.0 $24k 500.00 48.31
Progressive Corporation (PGR) 0.0 $24k 85.00 283.01
Invesco Exch Trd Slf Idx Fd invsco blsh 26 (BSJQ) 0.0 $23k 1.0k 23.19
Travel Leisure Ord (TNL) 0.0 $23k 500.00 46.29
Nike (NKE) 0.0 $23k 362.00 63.53
Tractor Supply Company (TSCO) 0.0 $23k 415.00 55.10
Skyworks Solutions (SWKS) 0.0 $23k 351.00 64.63
Van Eck Merk Gold Tr gold (OUNZ) 0.0 $23k 749.00 30.14
Paccar (PCAR) 0.0 $22k 230.00 97.37
Vanguard Information Technology ETF (VGT) 0.0 $22k 40.00 542.40
iShares MSCI Canada Index (EWC) 0.0 $20k 500.00 40.75
Starbucks Corporation (SBUX) 0.0 $20k 207.00 98.09
Adams Express Company (ADX) 0.0 $20k 1.1k 18.99
Marsh & McLennan Companies (MMC) 0.0 $20k 81.00 244.04
Archer Daniels Midland Company (ADM) 0.0 $20k 410.00 48.01
Columbia India Consumer Etf etp (INCO) 0.0 $20k 330.00 59.53
iShares Russell 2000 Growth Index (IWO) 0.0 $19k 75.00 255.53
McKesson Corporation (MCK) 0.0 $18k 27.00 673.00
Targa Res Corp (TRGP) 0.0 $18k 90.00 200.48
Nice Systems (NICE) 0.0 $18k 115.00 154.17
Shake Shack Inc cl a (SHAK) 0.0 $18k 200.00 88.17
Bank of New York Mellon Corporation (BK) 0.0 $18k 210.00 83.87
Lineage (LINE) 0.0 $18k 300.00 58.63
iShares FTSE NAREIT Real Est 50 Ind (USRT) 0.0 $18k 303.00 57.60
RPM International (RPM) 0.0 $17k 150.00 115.68
Walgreen Boots Alliance 0.0 $17k 1.5k 11.17
Unum (UNM) 0.0 $16k 200.00 81.46
Veralto Corp (VLTO) 0.0 $16k 165.00 97.45
Ares Management Corporation cl a com stk (ARES) 0.0 $16k 107.00 146.62
Ge Healthcare Technologies I (GEHC) 0.0 $15k 189.00 80.71
AstraZeneca (AZN) 0.0 $15k 200.00 73.50
CenterPoint Energy (CNP) 0.0 $15k 400.00 36.23
Embecta Corporation (EMBC) 0.0 $14k 1.1k 12.75
KLA-Tencor Corporation (KLAC) 0.0 $14k 21.00 679.81
Blackstone Group Inc Com Cl A (BX) 0.0 $14k 100.00 139.78
Selectquote Ord (SLQT) 0.0 $13k 4.0k 3.34
Verizon Communications (VZ) 0.0 $13k 287.00 45.36
First Trust Amex Biotech Index Fnd (FBT) 0.0 $13k 75.00 170.12
Comcast Corporation (CMCSA) 0.0 $13k 345.00 36.90
Apa Corporation (APA) 0.0 $13k 600.00 21.02
Constellation Energy (CEG) 0.0 $12k 61.00 201.64
CMS Energy Corporation (CMS) 0.0 $12k 160.00 75.11
Entergy Corporation (ETR) 0.0 $12k 140.00 85.49
Airbnb (ABNB) 0.0 $12k 100.00 119.46
Ralph Lauren Corp (RL) 0.0 $11k 51.00 220.75
Cinemark Holdings (CNK) 0.0 $11k 452.00 24.89
Williams Companies (WMB) 0.0 $11k 188.00 59.76
Applied Materials (AMAT) 0.0 $11k 75.00 145.12
Equinix (EQIX) 0.0 $11k 13.00 815.38
iShares S&P Global 100 Index (IOO) 0.0 $11k 110.00 96.29
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $10k 28.00 366.57
Mannkind (MNKD) 0.0 $10k 2.0k 5.03
Morgan Stanley (MS) 0.0 $9.9k 85.00 116.67
Northern Trust Corporation (NTRS) 0.0 $9.9k 100.00 98.65
Vanguard Consumer Discretionary ETF (VCR) 0.0 $9.8k 30.00 325.53
First Solar (FSLR) 0.0 $9.5k 75.00 126.44
Banc Of California (BANC) 0.0 $9.3k 656.00 14.19
Cme (CME) 0.0 $9.3k 35.00 265.31
Truist Financial Corp equities (TFC) 0.0 $9.3k 225.00 41.15
Emcor (EME) 0.0 $9.2k 25.00 369.64
Cintas Corporation (CTAS) 0.0 $9.0k 44.00 205.55
SPDR Gold Trust (GLD) 0.0 $8.9k 31.00 288.16
Textron (TXT) 0.0 $8.7k 120.00 72.25
Principal Financial (PFG) 0.0 $8.4k 100.00 84.37
Vanguard Admiral Fds Inc equity (VOOG) 0.0 $8.4k 25.00 334.48
Johnson Controls International Plc equity (JCI) 0.0 $8.3k 104.00 80.12
Prudential Financial (PRU) 0.0 $7.9k 71.00 111.69
Transocean (RIG) 0.0 $7.9k 2.5k 3.17
AutoZone (AZO) 0.0 $7.6k 2.00 3813.00
Fortrea Hldgs (FTRE) 0.0 $7.6k 1.0k 7.55
Old Dominion Freight Line (ODFL) 0.0 $7.4k 45.00 165.47
Grayscale Bitcoin Mini Trust Etf (BTC) 0.0 $7.2k 197.00 36.49
Analog Devices (ADI) 0.0 $7.1k 35.00 201.69
Monolithic Power Systems (MPWR) 0.0 $7.0k 12.00 580.00
iShares MSCI EAFE Index Fund (EFA) 0.0 $6.9k 84.00 81.74
American Express Company (AXP) 0.0 $6.5k 24.00 269.08
Financial Select Sector SPDR (XLF) 0.0 $6.3k 127.00 49.81
Franklin Templeton Etf Tr ftse mexico (FLMX) 0.0 $6.3k 250.00 25.04
Republic Services (RSG) 0.0 $6.1k 25.00 242.16
W.W. Grainger (GWW) 0.0 $5.9k 6.00 987.83
Consumer Discretionary SPDR (XLY) 0.0 $5.7k 29.00 197.48
Capitol Federal Financial (CFFN) 0.0 $5.6k 1.0k 5.60
Fidelity Ethereum Fund Etf (FETH) 0.0 $5.5k 300.00 18.25
Ishares Inc core msci emkt (IEMG) 0.0 $5.3k 99.00 53.98
Schlumberger (SLB) 0.0 $5.2k 125.00 41.80
Third Harmonic Bio (THRD) 0.0 $5.2k 1.5k 3.47
Northrop Grumman Corporation (NOC) 0.0 $5.1k 10.00 512.10
Materials SPDR (XLB) 0.0 $5.1k 59.00 85.98
EQT Corporation (EQT) 0.0 $4.8k 89.00 53.44
Roper Industries (ROP) 0.0 $4.7k 8.00 589.62
Petroleo Brasileiro SA (PBR) 0.0 $4.7k 327.00 14.34
Flextronics International Ltd Com Stk (FLEX) 0.0 $4.7k 141.00 33.09
Energy Transfer Equity (ET) 0.0 $4.1k 223.00 18.59
Invesco Exchng Traded Fd Tr treas colaterl (TBLL) 0.0 $4.1k 39.00 105.54
Highpeak Energy (HPK) 0.0 $4.1k 325.00 12.66
Roblox Corp (RBLX) 0.0 $4.1k 70.00 58.30
Freeport-McMoRan Copper & Gold (FCX) 0.0 $4.0k 106.00 37.87
Shopify Inc cl a (SHOP) 0.0 $3.8k 40.00 95.50
Seagate Technology (STX) 0.0 $3.7k 44.00 84.95
Te Connectivity (TEL) 0.0 $3.7k 26.00 141.35
Reddit (RDDT) 0.0 $3.7k 35.00 104.91
Valero Energy Corporation (VLO) 0.0 $3.3k 25.00 132.08
Penn National Gaming (PENN) 0.0 $3.3k 200.00 16.31
General Mills (GIS) 0.0 $3.0k 50.00 59.80
Corning Incorporated (GLW) 0.0 $3.0k 65.00 45.78
Wabtec Corporation (WAB) 0.0 $2.9k 16.00 181.38
Moderna (MRNA) 0.0 $2.8k 100.00 28.35
American Homes 4 Rent-a reit (AMH) 0.0 $2.8k 73.00 37.82
Cigna Corp (CI) 0.0 $2.6k 8.00 329.00
AECOM Technology Corporation (ACM) 0.0 $2.6k 28.00 92.75
Unilever (UL) 0.0 $2.5k 42.00 59.57
Fresenius Medical Care AG & Co. (FMS) 0.0 $2.5k 100.00 24.90
FedEx Corporation (FDX) 0.0 $2.4k 10.00 243.80
Autodesk (ADSK) 0.0 $2.4k 9.00 261.89
United Parcel Service (UPS) 0.0 $2.2k 20.00 110.00
Delta Air Lines (DAL) 0.0 $2.2k 50.00 43.60
Oddity Tech Cl A Ord (ODD) 0.0 $2.2k 50.00 43.26
Exelon Corporation (EXC) 0.0 $2.1k 46.00 46.09
Boston Scientific Corporation (BSX) 0.0 $1.9k 19.00 100.89
Viatris (VTRS) 0.0 $1.8k 204.00 8.71
Ametek (AME) 0.0 $1.7k 10.00 172.20
Service Corporation International (SCI) 0.0 $1.4k 18.00 80.22
MicroStrategy Incorporated (MSTR) 0.0 $1.4k 5.00 288.40
Ark Etf Tr innovation etf (ARKK) 0.0 $1.4k 30.00 47.60
Cargo Therapeutics (CRGX) 0.0 $1.4k 350.00 4.07
Lululemon Athletica (LULU) 0.0 $1.4k 5.00 283.20
TransDigm Group Incorporated (TDG) 0.0 $1.4k 1.00 1384.00
Embraer S A (ERJ) 0.0 $1.3k 29.00 46.21
Alibaba Group Holding (BABA) 0.0 $1.3k 10.00 132.30
On Hldg (ONON) 0.0 $1.3k 30.00 43.93
Diamondback Energy (FANG) 0.0 $1.1k 7.00 160.00
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $1.1k 15.00 73.33
Brighthouse Finl (BHF) 0.0 $1.0k 18.00 58.00
Nextracker (NXT) 0.0 $1.0k 24.00 42.17
Netflix (NFLX) 0.0 $933.000000 1.00 933.00
Constellation Brands (STZ) 0.0 $918.000000 5.00 183.60
Dell Technologies (DELL) 0.0 $912.000000 10.00 91.20
Timken Company (TKR) 0.0 $863.000400 12.00 71.92
Ingersoll Rand (IR) 0.0 $801.000000 10.00 80.10
Vaneck Vectors Semiconductor Etf semiconductor (SMH) 0.0 $764.000000 4.00 191.00
Biogen Idec (BIIB) 0.0 $685.000000 5.00 137.00
Nio Inc spon ads (NIO) 0.0 $666.995000 175.00 3.81
Asml Holding (ASML) 0.0 $663.000000 1.00 663.00
Nutex Health (NUTX) 0.0 $611.999700 13.00 47.08
Neurocrine Biosciences (NBIX) 0.0 $553.000000 5.00 110.60
Growgeneration Corp (GRWG) 0.0 $540.000000 500.00 1.08
Sap (SAP) 0.0 $537.000000 2.00 268.50
International Paper Company (IP) 0.0 $534.000000 10.00 53.40
Occidental Petroleum Corporation (OXY) 0.0 $494.000000 10.00 49.40
Neuronetics (STIM) 0.0 $368.000000 100.00 3.68
Southwest Airlines (LUV) 0.0 $168.000000 5.00 33.60
Envirotech Vehicles (EVTV) 0.0 $164.970000 650.00 0.25
Phillips 66 (PSX) 0.0 $124.000000 1.00 124.00
Tor Dom Bk Cad (TD) 0.0 $120.000000 2.00 60.00
Vanguard Total World Stock Idx (VT) 0.0 $113.000000 1.00 113.00
3D Systems Corporation (DDD) 0.0 $106.000000 50.00 2.12
Merchants Bancorp Ind (MBIN) 0.0 $37.000000 1.00 37.00
Inovio Pharmaceuticals (INO) 0.0 $30.000600 18.00 1.67
Occidental Petroleum Corp Warrant (OXY.WS) 0.0 $28.000000 1.00 28.00
Trinity Biotech (TRIB) 0.0 $12.000000 20.00 0.60
Tilray (TLRY) 0.0 $3.000000 4.00 0.75
Workhorse Group (WKHS) 0.0 $2.000000 1.00 2.00
Canopy Growth CORP (CGC) 0.0 $1.000000 1.00 1.00
Vanguard Small-Cap Value ETF (VBR) 0.0 $0 0 0.00