Atwood & Palmer

Atwood & Palmer as of June 30, 2025

Portfolio Holdings for Atwood & Palmer

Atwood & Palmer holds 514 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies (PLTR) 5.6 $90M 662k 136.32
iShares Lehman 1-3 Year Treas.Bond (SHY) 3.4 $55M 660k 82.86
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.4 $54M 731k 74.01
Janus Detroit Str Tr (JAAA) 3.4 $54M 1.1M 50.75
Janus Detroit Str Tr (JEMB) 3.3 $54M 1.0M 51.75
MercadoLibre (MELI) 2.8 $45M 17k 2613.63
American Centy Etf Tr avantis emgmkt (AVEM) 2.8 $44M 645k 68.54
Alphabet Inc Class C cs (GOOG) 2.8 $44M 248k 177.39
United Rentals (URI) 2.7 $43M 57k 753.40
Leidos Holdings (LDOS) 2.6 $41M 262k 157.76
Ameriprise Financial (AMP) 2.6 $41M 77k 533.73
Gilead Sciences (GILD) 2.4 $38M 344k 110.87
Palmer Square Funds Trust (PSQO) 2.3 $37M 1.8M 20.49
Bondbloxx Etf Trust (BBBI) 2.3 $37M 712k 51.55
Cisco Systems (CSCO) 2.3 $36M 523k 69.38
Abbvie (ABBV) 2.2 $35M 191k 185.62
Fifth Third Ban (FITB) 2.2 $35M 844k 41.13
Janus Detroit Str Tr (JSI) 2.1 $34M 649k 52.62
MasterCard Incorporated (MA) 2.1 $34M 61k 561.94
Lockheed Martin Corporation (LMT) 2.0 $32M 68k 463.14
D.R. Horton (DHI) 1.9 $30M 232k 128.92
American Centy Etf Tr (AVIV) 1.8 $29M 469k 62.23
Cdw (CDW) 1.8 $28M 158k 178.59
Wal-Mart Stores (WMT) 1.7 $27M 271k 97.78
Apple (AAPL) 1.6 $26M 127k 205.17
NVIDIA Corporation (NVDA) 1.5 $25M 156k 157.99
Vertex Pharmaceuticals Incorporated (VRTX) 1.5 $25M 55k 445.20
Tortoise North American Pipeline Fund (TPYP) 1.5 $24M 659k 35.73
Goldman Sachs (GS) 1.5 $23M 33k 707.75
Draftkings (DKNG) 1.4 $23M 541k 42.89
Thermo Fisher Scientific (TMO) 1.4 $22M 54k 405.46
Regeneron Pharmaceuticals (REGN) 1.4 $22M 42k 525.00
Generac Holdings (GNRC) 1.3 $21M 150k 143.21
Ishares Ibonds Dec 2028 Term T (IBTI) 1.3 $20M 908k 22.36
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.3 $20M 253k 79.28
Ishares Ibonds Dec 2029 Term T (IBTJ) 1.2 $20M 903k 21.92
Garmin (GRMN) 1.2 $20M 93k 208.72
Bondbloxx Bb Rated Usd Hy Cb (XBB) 1.2 $19M 464k 41.19
Ishares Tr 0-5yr hi yl cp (SHYG) 1.2 $19M 436k 43.14
United Therapeutics Corporation (UTHR) 1.1 $18M 64k 287.35
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.1 $18M 340k 52.76
Uber Technologies (UBER) 1.0 $16M 175k 93.30
L3harris Technologies (LHX) 1.0 $16M 63k 250.84
ON Semiconductor (ON) 1.0 $16M 301k 52.41
Lowe's Companies (LOW) 1.0 $16M 70k 221.87
Ishares Tr int dev mom fc (IMTM) 0.7 $11M 240k 45.69
Goldman Sachs Etf Tr activebeta int (GSIE) 0.7 $11M 274k 39.66
Etf Opportunities Trust (VSLU) 0.5 $8.2M 209k 39.15
Invesco S&p 500 Equal Weight Etf (RSP) 0.5 $7.6M 42k 181.74
Jack Henry & Associates (JKHY) 0.5 $7.3M 41k 180.17
Home Depot (HD) 0.4 $6.5M 18k 366.64
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 0.3 $5.6M 94k 59.26
Kimberly-Clark Corporation (KMB) 0.3 $5.6M 43k 128.92
Alphabet Inc Class A cs (GOOGL) 0.3 $4.5M 25k 176.23
Commerce Bancshares (CBSH) 0.3 $4.4M 71k 62.17
Becton, Dickinson and (BDX) 0.2 $4.0M 23k 172.25
Johnson & Johnson (JNJ) 0.2 $3.9M 26k 152.75
Goldman Sachs Etf Tr treasuryaccess (GBIL) 0.2 $3.6M 36k 100.15
Procter & Gamble Company (PG) 0.2 $3.3M 21k 159.32
JPMorgan Chase & Co. (JPM) 0.2 $2.6M 9.0k 289.91
Microsoft Corporation (MSFT) 0.2 $2.5M 5.1k 497.41
Colgate-Palmolive Company (CL) 0.1 $2.4M 26k 90.90
Amazon (AMZN) 0.1 $2.1M 9.5k 219.39
Berkshire Hathaway (BRK.B) 0.1 $2.0M 4.2k 485.77
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.1 $2.0M 17k 119.09
Ishares Tr (IBTK) 0.1 $2.0M 99k 19.84
Raytheon Technologies Corp (RTX) 0.1 $2.0M 13k 146.01
Paychex (PAYX) 0.1 $1.9M 13k 145.46
Exxon Mobil Corporation (XOM) 0.1 $1.8M 17k 107.80
Pepsi (PEP) 0.1 $1.8M 14k 132.04
Goldman Sachs Etf Tr activebeta eme (GEM) 0.1 $1.8M 47k 37.21
Amgen (AMGN) 0.1 $1.7M 6.2k 279.21
Spdr S&p 500 Etf (SPY) 0.1 $1.7M 2.8k 617.82
Costco Wholesale Corporation (COST) 0.1 $1.7M 1.7k 989.94
Parker-Hannifin Corporation (PH) 0.1 $1.6M 2.3k 698.47
Highwoods Properties (HIW) 0.1 $1.5M 48k 31.09
Automatic Data Processing (ADP) 0.1 $1.4M 4.4k 308.40
International Business Machines (IBM) 0.1 $1.2M 4.2k 294.78
Janus Detroit Str Tr (JBBB) 0.1 $1.2M 24k 48.21
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 0.1 $1.2M 24k 49.26
UMB Financial Corporation (UMBF) 0.1 $1.1M 11k 105.16
Goldman Sachs Etf Tr access hig yld (GHYB) 0.1 $1.1M 25k 45.37
iShares S&P 500 Index (IVV) 0.1 $1.1M 1.8k 621.03
Janus Detroit Str Tr fund (JMBS) 0.1 $1.0M 23k 45.05
Broadcom (AVGO) 0.1 $1.0M 3.7k 275.65
Hilltop Holdings (HTH) 0.1 $1.0M 33k 30.35
Caterpillar (CAT) 0.1 $996k 2.6k 388.21
Iron Mountain (IRM) 0.1 $969k 9.4k 102.57
iShares S&P 1500 Index Fund (ITOT) 0.1 $956k 7.1k 135.04
McDonald's Corporation (MCD) 0.1 $931k 3.2k 292.17
iShares Russell 1000 Growth Index (IWF) 0.1 $924k 2.2k 424.58
Deere & Company (DE) 0.1 $899k 1.8k 508.49
Philip Morris International (PM) 0.1 $871k 4.8k 182.13
PNC Financial Services (PNC) 0.1 $848k 4.5k 186.42
Facebook Inc cl a (META) 0.1 $847k 1.1k 738.09
Coca-Cola Company (KO) 0.1 $829k 12k 70.75
Qualcomm (QCOM) 0.0 $795k 5.0k 159.26
Vanguard Total Stock Market ETF (VTI) 0.0 $777k 2.6k 303.93
Oracle Corporation (ORCL) 0.0 $736k 3.4k 218.63
Berkshire Hathaway (BRK.A) 0.0 $729k 1.00 728800.00
Chevron Corporation (CVX) 0.0 $688k 4.8k 143.19
Bank of America Corporation (BAC) 0.0 $687k 15k 47.32
Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $676k 8.5k 79.50
Nextera Energy (NEE) 0.0 $668k 9.6k 69.42
Nxp Semiconductors N V (NXPI) 0.0 $657k 3.0k 218.49
Waste Management (WM) 0.0 $642k 2.8k 228.82
Axon Enterprise (AXON) 0.0 $596k 720.00 827.94
U.S. Bancorp (USB) 0.0 $588k 13k 45.25
American Electric Power Company (AEP) 0.0 $571k 5.5k 103.76
Emerson Electric (EMR) 0.0 $569k 4.3k 133.31
Carrier Global Corporation (CARR) 0.0 $557k 7.6k 73.19
Goldman Sachs Etf Tr aces ultra shr (GSST) 0.0 $550k 11k 50.56
Bristol Myers Squibb (BMY) 0.0 $543k 12k 46.29
Tesla Motors (TSLA) 0.0 $538k 1.7k 317.66
Visa (V) 0.0 $491k 1.4k 355.05
Arista Networks (ANET) 0.0 $482k 4.7k 102.31
Palmer Square Capital BDC (PSBD) 0.0 $475k 34k 13.96
Blackstone Group Inc Com Cl A (BX) 0.0 $464k 3.1k 149.58
Regions Financial Corporation (RF) 0.0 $435k 19k 23.52
Eli Lilly & Co. (LLY) 0.0 $424k 544.00 779.53
Otis Worldwide Corp (OTIS) 0.0 $389k 3.9k 99.02
Saia (SAIA) 0.0 $363k 1.3k 273.99
Arthur J. Gallagher & Co. (AJG) 0.0 $333k 1.0k 320.12
Curtiss-Wright (CW) 0.0 $317k 648.00 488.55
Trane Technologies (TT) 0.0 $306k 700.00 437.41
Mplx (MPLX) 0.0 $301k 5.8k 51.51
TJX Companies (TJX) 0.0 $301k 2.4k 123.49
Ecolab (ECL) 0.0 $294k 1.1k 269.44
Honeywell International (HON) 0.0 $293k 1.3k 232.88
Altria (MO) 0.0 $282k 4.8k 58.63
iShares S&P MidCap 400 Index (IJH) 0.0 $281k 4.5k 62.02
Palo Alto Networks (PANW) 0.0 $279k 1.4k 204.64
Enterprise Products Partners (EPD) 0.0 $277k 8.9k 31.01
Invesco Qqq Trust Series 1 (QQQ) 0.0 $277k 502.00 551.13
American Centy Etf Tr (AVIG) 0.0 $276k 6.6k 41.62
Ubiquiti (UI) 0.0 $272k 660.00 411.36
Labcorp Holdings (LH) 0.0 $263k 1.0k 262.51
Fortune Brands (FBIN) 0.0 $261k 5.1k 51.48
Wells Fargo & Company (WFC) 0.0 $253k 3.2k 80.12
Sempra Energy (SRE) 0.0 $250k 3.3k 75.77
Zoetis Inc Cl A (ZTS) 0.0 $245k 1.6k 155.95
General Electric (GE) 0.0 $243k 944.00 257.39
Pfizer (PFE) 0.0 $241k 9.9k 24.24
iShares Russell 1000 Value Index (IWD) 0.0 $240k 1.2k 194.23
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $227k 446.00 509.31
Danaher Corporation (DHR) 0.0 $226k 1.1k 197.54
iShares MSCI Emerging Markets Indx (EEM) 0.0 $223k 4.6k 48.24
Tyler Technologies (TYL) 0.0 $222k 374.00 592.84
Duke Energy (DUK) 0.0 $222k 1.9k 118.00
Charles Schwab Corporation (SCHW) 0.0 $211k 2.3k 91.24
SPDR S&P MidCap 400 ETF (MDY) 0.0 $211k 373.00 565.72
Anheuser-Busch InBev NV (BUD) 0.0 $206k 3.0k 68.72
Vanguard Growth ETF (VUG) 0.0 $202k 460.00 438.40
Moody's Corporation (MCO) 0.0 $201k 400.00 501.59
Spdr Series Trust dj ttl mkt etf (SPTM) 0.0 $191k 2.5k 74.89
Canadian Pacific Kansas City (CP) 0.0 $190k 2.4k 79.27
Walt Disney Company (DIS) 0.0 $189k 1.5k 124.02
J P Morgan Exchange Traded F ultra shrt (JPST) 0.0 $177k 3.5k 50.68
Arch Capital Group (ACGL) 0.0 $172k 1.9k 91.05
iShares S&P SmallCap 600 Index (IJR) 0.0 $164k 1.5k 109.32
Capital One Financial (COF) 0.0 $163k 764.00 212.76
Stryker Corporation (SYK) 0.0 $159k 403.00 395.63
UnitedHealth (UNH) 0.0 $155k 496.00 311.97
Union Pacific Corporation (UNP) 0.0 $154k 667.00 230.08
O'reilly Automotive (ORLY) 0.0 $149k 1.7k 90.13
First Trust Tech AlphaDEX Fnd (FXL) 0.0 $142k 900.00 157.36
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) 0.0 $138k 2.8k 50.14
Enterprise Financial Services (EFSC) 0.0 $136k 2.5k 55.10
Abbott Laboratories (ABT) 0.0 $134k 986.00 136.01
American Centy Etf Tr (AVLV) 0.0 $131k 1.9k 68.20
Permian Resources Corp Class A (PR) 0.0 $130k 9.6k 13.62
Barclays (BCS) 0.0 $130k 7.0k 18.59
iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $127k 1.3k 99.52
Ge Vernova (GEV) 0.0 $124k 234.00 529.15
New Jersey Resources Corporation (NJR) 0.0 $120k 2.7k 44.82
Kinder Morgan (KMI) 0.0 $118k 4.0k 29.40
Post Holdings Inc Common (POST) 0.0 $116k 1.1k 109.03
American Centy Etf Tr (AVMC) 0.0 $115k 1.7k 66.20
Cheniere Energy (LNG) 0.0 $115k 472.00 243.52
First Trust Health Care AlphaDEX (FXH) 0.0 $113k 1.1k 103.68
Vanguard REIT ETF (VNQ) 0.0 $112k 1.3k 89.03
Williams Companies (WMB) 0.0 $112k 1.8k 62.81
salesforce (CRM) 0.0 $111k 408.00 272.94
American Centy Etf Tr (AVDS) 0.0 $106k 1.7k 62.22
Evergy (EVRG) 0.0 $104k 1.5k 68.93
First Trust DJ Internet Index Fund (FDN) 0.0 $104k 385.00 269.33
S&p Global (SPGI) 0.0 $102k 193.00 527.29
Flowers Foods (FLO) 0.0 $102k 6.4k 15.98
Targa Res Corp (TRGP) 0.0 $100k 575.00 174.08
Tc Energy Corp (TRP) 0.0 $100k 2.0k 48.79
Paypal Holdings (PYPL) 0.0 $99k 1.3k 74.32
HEICO Corporation (HEI) 0.0 $98k 300.00 328.00
Omni (OMC) 0.0 $96k 1.3k 71.94
Intuitive Surgical (ISRG) 0.0 $95k 175.00 543.41
Bellring Brands (BRBR) 0.0 $93k 1.6k 57.93
Fortinet (FTNT) 0.0 $91k 860.00 105.72
Amplify Etf Tr a (DIVO) 0.0 $91k 2.1k 42.55
Elbit Systems (ESLT) 0.0 $90k 200.00 449.50
Copart (CPRT) 0.0 $89k 1.8k 49.07
Eastman Chemical Company (EMN) 0.0 $88k 1.2k 74.66
iShares S&P SmallCap 600 Growth (IJT) 0.0 $88k 658.00 133.01
Energy Transfer Equity (ET) 0.0 $87k 4.8k 18.13
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $86k 826.00 104.51
Tri-Continental Corporation (TY) 0.0 $86k 2.7k 31.66
Fiserv (FI) 0.0 $86k 500.00 172.41
Grayscale Bitcoin Ord (GBTC) 0.0 $84k 986.00 84.83
Linde (LIN) 0.0 $83k 177.00 469.18
Digital World Acquisition (DJTWW) 0.0 $81k 7.1k 11.42
American Tower Reit (AMT) 0.0 $81k 364.00 221.02
Metropcs Communications (TMUS) 0.0 $79k 330.00 238.26
Kenvue (KVUE) 0.0 $78k 3.7k 20.93
Ishares Tr liquid inc etf (ICSH) 0.0 $77k 1.5k 50.71
Sealed Air (SEE) 0.0 $75k 2.4k 31.03
Energizer Holdings (ENR) 0.0 $73k 3.6k 20.16
Adobe Systems Incorporated (ADBE) 0.0 $73k 189.00 386.88
Edwards Lifesciences (EW) 0.0 $71k 912.00 78.21
Oneok (OKE) 0.0 $70k 858.00 81.63
iShares Russell 2000 Value Index (IWN) 0.0 $69k 439.00 157.76
Vanguard Dividend Appreciation ETF (VIG) 0.0 $69k 336.00 204.67
Medtronic (MDT) 0.0 $68k 775.00 87.17
Quanta Services (PWR) 0.0 $67k 178.00 378.08
Texas Instruments Incorporated (TXN) 0.0 $66k 317.00 207.62
Cardinal Health (CAH) 0.0 $65k 389.00 168.00
iShares Russell Midcap Growth Idx. (IWP) 0.0 $64k 460.00 138.68
Travelers Companies (TRV) 0.0 $64k 238.00 267.54
Texas Capital Bancshares (TCBI) 0.0 $64k 800.00 79.40
Spdr Ser Tr spdr russel 2000 (SPSM) 0.0 $59k 1.4k 42.60
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.0 $59k 275.00 212.83
Merck & Co (MRK) 0.0 $58k 730.00 79.16
CVS Caremark Corporation (CVS) 0.0 $57k 820.00 68.98
Dominion Resources (D) 0.0 $57k 1.0k 56.52
Masterbrand Inc-w/i (MBC) 0.0 $56k 5.1k 10.93
Vanguard Europe Pacific ETF (VEA) 0.0 $55k 971.00 57.01
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.0 $55k 663.00 83.48
ConocoPhillips (COP) 0.0 $54k 603.00 89.74
Palomar Hldgs (PLMR) 0.0 $54k 350.00 154.25
Janus Short Duration (VNLA) 0.0 $53k 1.1k 49.20
Intuit (INTU) 0.0 $53k 67.00 787.64
Sitio Royalties Cl A Ord (STR) 0.0 $52k 2.8k 18.38
Novo Nordisk A/S (NVO) 0.0 $51k 737.00 69.02
Corteva (CTVA) 0.0 $51k 679.00 74.53
Eaton (ETN) 0.0 $47k 131.00 356.99
Invesco Variable Rate Preferred Etf etf (VRP) 0.0 $46k 1.9k 24.45
AFLAC Incorporated (AFL) 0.0 $45k 424.00 105.46
Telefonica (TEF) 0.0 $44k 8.5k 5.23
Euronet Worldwide (EEFT) 0.0 $44k 431.00 101.38
Dex (DXCM) 0.0 $44k 500.00 87.29
iShares S&P 500 Growth Index (IVW) 0.0 $44k 396.00 110.10
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.0 $43k 800.00 53.81
First Trust Ind/Prod AlphaDEX (FXR) 0.0 $43k 575.00 74.22
Mondelez Int (MDLZ) 0.0 $42k 629.00 67.44
Plains All American Pipeline (PAA) 0.0 $42k 2.3k 18.32
KLA-Tencor Corporation (KLAC) 0.0 $41k 46.00 895.76
Vanguard Value ETF (VTV) 0.0 $40k 227.00 176.74
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.0 $40k 1.3k 30.19
Spotify Technology Sa (SPOT) 0.0 $38k 50.00 767.34
Target Corporation (TGT) 0.0 $38k 389.00 98.59
iShares S&P 500 Value Index (IVE) 0.0 $38k 193.00 195.24
Chubb (CB) 0.0 $38k 130.00 289.72
Humana (HUM) 0.0 $37k 153.00 244.48
Wyndham Hotels And Resorts (WH) 0.0 $36k 448.00 81.21
Lam Research (LRCX) 0.0 $36k 370.00 97.34
Invesco Exch Trd Slf Idx Fd bulshs 2025 hy (BSJP) 0.0 $36k 1.6k 23.07
Motorola Solutions (MSI) 0.0 $36k 85.00 420.47
First Trust Cnsmer Disry Alpha Fnd (FXD) 0.0 $35k 545.00 63.44
Vanguard S&p 500 Etf idx (VOO) 0.0 $34k 60.00 568.03
Corcept Therapeutics Incorporated (CORT) 0.0 $34k 464.00 73.40
iShares S&P MidCap 400 Growth (IJK) 0.0 $33k 365.00 90.98
Unum (UNM) 0.0 $32k 400.00 80.76
Oge Energy Corp (OGE) 0.0 $32k 720.00 44.38
Lyft (LYFT) 0.0 $32k 2.0k 15.76
Blackrock (BLK) 0.0 $32k 30.00 1049.27
Hca Holdings (HCA) 0.0 $31k 82.00 383.11
Intel Corporation (INTC) 0.0 $31k 1.4k 22.40
H&R Block (HRB) 0.0 $31k 570.00 54.89
Vanguard Small-Cap ETF (VB) 0.0 $31k 132.00 236.98
Chipotle Mexican Grill (CMG) 0.0 $31k 550.00 56.15
First Tr Exchange Traded Fd nasdaq transn (FTXR) 0.0 $31k 975.00 31.62
Vanguard Emerging Markets ETF (VWO) 0.0 $31k 617.00 49.46
Allstate Corporation (ALL) 0.0 $30k 150.00 201.31
Vanguard Health Care ETF (VHT) 0.0 $30k 121.00 248.35
Newmark Group (NMRK) 0.0 $30k 2.4k 12.15
Dow (DOW) 0.0 $29k 1.1k 26.48
Booking Holdings (BKNG) 0.0 $29k 5.00 5789.40
Shake Shack Inc cl a (SHAK) 0.0 $28k 200.00 140.60
Martin Marietta Materials (MLM) 0.0 $28k 51.00 548.96
Entergy Corporation (ETR) 0.0 $27k 330.00 83.12
Cleveland-cliffs (CLF) 0.0 $27k 3.6k 7.60
SPDR S&P Dividend (SDY) 0.0 $27k 200.00 135.73
Vodafone Group New Adr F (VOD) 0.0 $27k 2.5k 10.66
Vanguard Information Technology ETF (VGT) 0.0 $27k 40.00 663.30
Skyworks Solutions (SWKS) 0.0 $26k 351.00 74.52
Vanguard High Dividend Yield ETF (VYM) 0.0 $26k 196.00 133.36
Travel Leisure Ord (TNL) 0.0 $26k 500.00 51.61
Nike (NKE) 0.0 $26k 362.00 71.10
Gfl Environmental Inc sub vtg (GFL) 0.0 $25k 500.00 50.46
Simon Property (SPG) 0.0 $25k 155.00 160.76
iShares MSCI EAFE Value Index (EFV) 0.0 $25k 392.00 63.41
Sch Us Mid-cap Etf etf (SCHM) 0.0 $25k 885.00 28.05
Ss&c Technologies Holding (SSNC) 0.0 $25k 298.00 82.80
Getty Realty (GTY) 0.0 $24k 879.00 27.64
First Trust Iv Enhanced Short (FTSM) 0.0 $24k 400.00 59.87
Brp Group (BWIN) 0.0 $24k 559.00 42.84
Sarepta Therapeutics (SRPT) 0.0 $24k 1.4k 17.10
Van Eck Merk Gold Tr gold (OUNZ) 0.0 $24k 749.00 31.89
Schwab Strategic Tr 0 (SCHP) 0.0 $24k 890.00 26.68
Edgewell Pers Care (EPC) 0.0 $23k 1.0k 23.41
Invesco Exch Trd Slf Idx Fd invsco blsh 26 (BSJQ) 0.0 $23k 1.0k 23.33
Consolidated Edison (ED) 0.0 $23k 232.00 100.35
Ishares Inc core msci emkt (IEMG) 0.0 $23k 387.00 60.05
iShares MSCI Canada Index (EWC) 0.0 $23k 500.00 46.20
Adams Express Company (ADX) 0.0 $23k 1.1k 21.71
Progressive Corporation (PGR) 0.0 $23k 85.00 266.87
Alibaba Group Holding (BABA) 0.0 $23k 199.00 113.41
Asml Holding (ASML) 0.0 $22k 28.00 801.39
Schwab U S Large Cap Growth ETF (SCHG) 0.0 $22k 764.00 29.21
Tractor Supply Company (TSCO) 0.0 $22k 415.00 52.77
Paccar (PCAR) 0.0 $22k 230.00 95.06
Archer Daniels Midland Company (ADM) 0.0 $22k 410.00 52.78
Columbia India Consumer Etf etp (INCO) 0.0 $21k 330.00 64.88
iShares MSCI EAFE Growth Index (EFG) 0.0 $21k 190.00 111.98
McKesson Corporation (MCK) 0.0 $20k 27.00 732.81
Constellation Energy (CEG) 0.0 $20k 61.00 322.77
Comcast Corporation (CMCSA) 0.0 $20k 547.00 35.69
Hess Midstream Lp cl a (HESM) 0.0 $19k 501.00 38.51
Bank of New York Mellon Corporation (BK) 0.0 $19k 210.00 91.11
Starbucks Corporation (SBUX) 0.0 $19k 207.00 91.63
Ametek (AME) 0.0 $19k 104.00 180.96
Ares Management Corporation cl a com stk (ARES) 0.0 $19k 107.00 173.21
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $19k 183.00 100.83
Tapestry (TPR) 0.0 $18k 204.00 87.81
Coeur d'Alene Mines Corporation (CDE) 0.0 $18k 2.0k 8.86
Marsh & McLennan Companies (MMC) 0.0 $18k 81.00 218.64
Williams-Sonoma (WSM) 0.0 $18k 108.00 163.37
Exelixis (EXEL) 0.0 $17k 395.00 44.08
Walgreen Boots Alliance 0.0 $17k 1.5k 11.48
iShares FTSE NAREIT Real Est 50 Ind (USRT) 0.0 $17k 303.00 56.56
Etsy (ETSY) 0.0 $17k 338.00 50.16
Teva Pharmaceutical Industries (TEVA) 0.0 $17k 1.0k 16.76
First Horizon National Corporation (FHN) 0.0 $17k 786.00 21.20
iShares S&P US Pref Stock Idx Fnd (PFF) 0.0 $17k 540.00 30.68
RPM International (RPM) 0.0 $17k 150.00 109.84
SPDR DJ Wilshire Large Cap Value (SPYV) 0.0 $16k 306.00 52.34
Reliance Steel & Aluminum (RS) 0.0 $15k 49.00 313.92
Acuity Brands (AYI) 0.0 $15k 51.00 298.35
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.0 $15k 68.00 221.25
CenterPoint Energy (CNP) 0.0 $15k 400.00 36.74
EOG Resources (EOG) 0.0 $14k 120.00 119.62
eBay (EBAY) 0.0 $14k 192.00 74.46
Hologic (HOLX) 0.0 $14k 219.00 65.16
HSBC Holdings (HSBC) 0.0 $14k 233.00 60.79
Utilities SPDR (XLU) 0.0 $14k 172.00 81.66
Ge Healthcare Technologies I (GEHC) 0.0 $14k 189.00 74.07
Ralph Lauren Corp (RL) 0.0 $14k 51.00 274.29
AstraZeneca (AZN) 0.0 $14k 200.00 69.88
BP (BP) 0.0 $14k 464.00 29.93
Applied Materials (AMAT) 0.0 $14k 75.00 183.08
Cinemark Holdings (CNK) 0.0 $14k 452.00 30.18
Emcor (EME) 0.0 $13k 25.00 534.92
J P Morgan Exchange-traded F (JEPI) 0.0 $13k 234.00 56.89
Autodesk (ADSK) 0.0 $13k 43.00 309.58
Occidental Petroleum Corporation (OXY) 0.0 $13k 316.00 42.01
Airbnb (ABNB) 0.0 $13k 100.00 132.34
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $13k 28.00 467.82
Lineage (LINE) 0.0 $13k 300.00 43.52
Northern Trust Corporation (NTRS) 0.0 $13k 100.00 126.79
Verizon Communications (VZ) 0.0 $12k 287.00 43.27
First Solar (FSLR) 0.0 $12k 75.00 165.55
Cadence Design Systems (CDNS) 0.0 $12k 40.00 308.15
First Trust Amex Biotech Index Fnd (FBT) 0.0 $12k 75.00 161.33
Morgan Stanley (MS) 0.0 $12k 85.00 140.87
Essential Properties Realty reit (EPRT) 0.0 $12k 375.00 31.91
iShares S&P Global 100 Index (IOO) 0.0 $12k 110.00 107.82
Fidelity National Information Services (FIS) 0.0 $12k 141.00 81.41
Public Storage (PSA) 0.0 $11k 39.00 293.44
At&t (T) 0.0 $11k 391.00 28.94
CMS Energy Corporation (CMS) 0.0 $11k 160.00 69.28
Johnson Controls International Plc equity (JCI) 0.0 $11k 104.00 105.62
Apa Corporation (APA) 0.0 $11k 600.00 18.29
Vanguard Consumer Discretionary ETF (VCR) 0.0 $11k 30.00 362.33
Informatica (INFA) 0.0 $11k 441.00 24.35
Snap-on Incorporated (SNA) 0.0 $11k 34.00 311.21
Equinix (EQIX) 0.0 $10k 13.00 795.54
Broadstone Net Lease (BNL) 0.0 $10k 629.00 16.05
Veralto Corp (VLTO) 0.0 $10k 100.00 100.95
Embecta Corporation (EMBC) 0.0 $10k 1.0k 9.69
Vanguard Admiral Fds Inc equity (VOOG) 0.0 $9.9k 25.00 396.56
UGI Corporation (UGI) 0.0 $9.8k 270.00 36.42
Cintas Corporation (CTAS) 0.0 $9.8k 44.00 222.89
F.N.B. Corporation (FNB) 0.0 $9.7k 666.00 14.58
Truist Financial Corp equities (TFC) 0.0 $9.7k 225.00 42.99
Cme (CME) 0.0 $9.6k 35.00 275.63
Textron (TXT) 0.0 $9.6k 120.00 80.29
Selectquote Ord (SLQT) 0.0 $9.5k 4.0k 2.38
Sabre (SABR) 0.0 $9.5k 3.0k 3.16
SPDR Gold Trust (GLD) 0.0 $9.4k 31.00 304.84
Public Service Enterprise (PEG) 0.0 $9.4k 112.00 84.19
Grayscale Bitcoin Mini Trust Etf (BTC) 0.0 $9.4k 197.00 47.75
Banc Of California (BANC) 0.0 $9.2k 656.00 14.05
Dropbox Inc-class A (DBX) 0.0 $9.1k 319.00 28.60
Stonex Group (SNEX) 0.0 $9.1k 100.00 91.14
Caretrust Reit (CTRE) 0.0 $9.1k 296.00 30.60
Monolithic Power Systems (MPWR) 0.0 $8.8k 12.00 731.42
Griffon Corporation (GFF) 0.0 $8.8k 121.00 72.37
Jazz Pharmaceuticals (JAZZ) 0.0 $8.7k 82.00 106.12
Kroger (KR) 0.0 $8.6k 120.00 71.73
Halozyme Therapeutics (HALO) 0.0 $8.4k 161.00 52.02
Pulte (PHM) 0.0 $8.3k 79.00 105.47
Analog Devices (ADI) 0.0 $8.3k 35.00 238.03
Third Harmonic Bio (THRD) 0.0 $8.1k 1.5k 5.43
Accenture (ACN) 0.0 $8.1k 27.00 298.93
Principal Financial (PFG) 0.0 $7.9k 100.00 79.43
Matador Resources (MTDR) 0.0 $7.9k 166.00 47.72
American Express Company (AXP) 0.0 $7.7k 24.00 319.00
Prudential Financial (PRU) 0.0 $7.6k 71.00 107.45
Fidelity Ethereum Fund Etf (FETH) 0.0 $7.6k 300.00 25.17
iShares MSCI EAFE Index Fund (EFA) 0.0 $7.5k 84.00 89.39
Mannkind (MNKD) 0.0 $7.5k 2.0k 3.74
AutoZone (AZO) 0.0 $7.4k 2.00 3712.50
Franklin Templeton Etf Tr ftse mexico (FLMX) 0.0 $7.4k 250.00 29.69
Roblox Corp (RBLX) 0.0 $7.4k 70.00 105.20
Nomad Foods (NOMD) 0.0 $7.3k 430.00 16.99
NetApp (NTAP) 0.0 $7.2k 68.00 106.56
Everest Re Group (EG) 0.0 $7.1k 21.00 339.86
Flextronics International Ltd Com Stk (FLEX) 0.0 $7.0k 141.00 49.92
Baidu (BIDU) 0.0 $6.9k 81.00 85.77
Transocean (RIG) 0.0 $6.5k 2.5k 2.59
Seagate Technology (STX) 0.0 $6.4k 44.00 144.34
W.W. Grainger (GWW) 0.0 $6.2k 6.00 1040.33
Republic Services (RSG) 0.0 $6.2k 25.00 246.64
Capitol Federal Financial (CFFN) 0.0 $6.1k 1.0k 6.10
Ares Capital Corporation (ARCC) 0.0 $5.4k 245.00 21.96
Reddit (RDDT) 0.0 $5.3k 35.00 150.57
EQT Corporation (EQT) 0.0 $5.2k 89.00 58.33
Tegna (TGNA) 0.0 $5.0k 300.00 16.76
Northrop Grumman Corporation (NOC) 0.0 $5.0k 10.00 500.00
Fortrea Hldgs (FTRE) 0.0 $4.9k 1.0k 4.94
Shopify Inc cl a (SHOP) 0.0 $4.6k 40.00 115.35
Freeport-McMoRan Copper & Gold (FCX) 0.0 $4.6k 106.00 43.36
Roper Industries (ROP) 0.0 $4.5k 8.00 566.88
Sylvamo Corp (SLVM) 0.0 $4.5k 90.00 50.10
Te Connectivity (TEL) 0.0 $4.4k 26.00 168.69
Petroleo Brasileiro SA (PBR) 0.0 $4.1k 327.00 12.51
Oddity Tech Cl A Ord (ODD) 0.0 $3.8k 50.00 75.48
Msci Emg Ex Ch msci emg ex ch (KEMX) 0.0 $3.8k 117.00 32.25
Penn National Gaming (PENN) 0.0 $3.6k 200.00 17.87
Corning Incorporated (GLW) 0.0 $3.4k 65.00 52.60
Valero Energy Corporation (VLO) 0.0 $3.4k 25.00 134.44
Wabtec Corporation (WAB) 0.0 $3.4k 16.00 209.38
Realty Income (O) 0.0 $3.2k 56.00 57.62
Highpeak Energy (HPK) 0.0 $3.2k 325.00 9.80
AECOM Technology Corporation (ACM) 0.0 $3.2k 28.00 112.89
Consumer Discretionary SPDR (XLY) 0.0 $3.0k 14.00 217.36
Financial Select Sector SPDR (XLF) 0.0 $3.0k 57.00 52.39
Fresenius Medical Care AG & Co. (FMS) 0.0 $2.9k 100.00 28.57
iShares Morningstar Large Growth (ILCG) 0.0 $2.9k 29.00 98.41
Moderna (MRNA) 0.0 $2.8k 100.00 27.59
Cigna Corp (CI) 0.0 $2.6k 8.00 330.62
American Homes 4 Rent-a reit (AMH) 0.0 $2.6k 73.00 36.08
General Mills (GIS) 0.0 $2.6k 50.00 51.82
Unilever (UL) 0.0 $2.6k 42.00 61.19
Delta Air Lines (DAL) 0.0 $2.5k 50.00 49.18
Materials SPDR (XLB) 0.0 $2.3k 26.00 87.85
FedEx Corporation (FDX) 0.0 $2.3k 10.00 227.40
Ark Etf Tr innovation etf (ARKK) 0.0 $2.1k 30.00 70.30
Rivian Automotive Inc Class A (RIVN) 0.0 $2.1k 150.00 13.74
Boston Scientific Corporation (BSX) 0.0 $2.0k 19.00 107.42
MicroStrategy Incorporated (MSTR) 0.0 $2.0k 5.00 404.40
United Parcel Service (UPS) 0.0 $2.0k 20.00 100.95
Exelon Corporation (EXC) 0.0 $2.0k 46.00 43.43
Viatris (VTRS) 0.0 $1.8k 204.00 8.93
Embraer S A (ERJ) 0.0 $1.7k 29.00 56.93
Nutex Health (NUTX) 0.0 $1.6k 13.00 124.54
On Hldg (ONON) 0.0 $1.6k 30.00 52.07
TransDigm Group Incorporated (TDG) 0.0 $1.5k 1.00 1521.00
Service Corporation International (SCI) 0.0 $1.5k 18.00 81.44
Cargo Therapeutics (CRGX) 0.0 $1.4k 350.00 4.12
Netflix (NFLX) 0.0 $1.3k 1.00 1340.00
Nextracker (NXT) 0.0 $1.3k 24.00 54.38
Dell Technologies (DELL) 0.0 $1.2k 10.00 122.60
Baxter International (BAX) 0.0 $1.2k 40.00 30.30
Lululemon Athletica (LULU) 0.0 $1.2k 5.00 237.60
Cars (CARS) 0.0 $1.2k 100.00 11.85
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $1.1k 15.00 70.47
Vaneck Vectors Semiconductor Etf semiconductor (SMH) 0.0 $1.0k 4.00 252.00
Brighthouse Finl (BHF) 0.0 $968.000400 18.00 53.78
Diamondback Energy (FANG) 0.0 $962.000200 7.00 137.43
Timken Company (TKR) 0.0 $870.999600 12.00 72.58
Ingersoll Rand (IR) 0.0 $832.000000 10.00 83.20
Constellation Brands (STZ) 0.0 $814.000000 5.00 162.80
South Bow Corp (SOBO) 0.0 $751.999000 29.00 25.93
Neurocrine Biosciences (NBIX) 0.0 $629.000000 5.00 125.80
Biogen Idec (BIIB) 0.0 $628.000000 5.00 125.60
Sap (SAP) 0.0 $609.000000 2.00 304.50
Nio Inc spon ads (NIO) 0.0 $601.002500 175.00 3.43
International Paper Company (IP) 0.0 $469.000000 10.00 46.90
Growgeneration Corp (GRWG) 0.0 $468.000000 500.00 0.94
Takeda Pharmaceutical (TAK) 0.0 $387.000000 25.00 15.48
Neuronetics (STIM) 0.0 $349.000000 100.00 3.49
Gannett (GCI) 0.0 $289.996200 81.00 3.58
Southwest Airlines (LUV) 0.0 $163.000000 5.00 32.60
Tor Dom Bk Cad (TD) 0.0 $147.000000 2.00 73.50
Vanguard Total World Stock Idx (VT) 0.0 $126.000000 1.00 126.00
Phillips 66 (PSX) 0.0 $120.000000 1.00 120.00
Envirotech Vehicles (EVTV) 0.0 $117.000000 650.00 0.18
3D Systems Corporation (DDD) 0.0 $77.000000 50.00 1.54
Inovio Pharmaceuticals (INO) 0.0 $37.000800 18.00 2.06
Occidental Petroleum Corp Warrant (OXY.WS) 0.0 $21.000000 1.00 21.00
Trinity Biotech (TRIB) 0.0 $13.000000 20.00 0.65
Orion Office Reit Inc-w/i (ONL) 0.0 $11.000000 5.00 2.20
Tilray (TLRY) 0.0 $2.000000 4.00 0.50
Canopy Growth CORP (CGC) 0.0 $2.000000 1.00 2.00
Workhorse Group (WKHS) 0.0 $2.000000 1.00 2.00
Vanguard Small-Cap Value ETF (VBR) 0.0 $0 0 0.00