Atwood & Palmer

Atwood & Palmer as of Sept. 30, 2025

Portfolio Holdings for Atwood & Palmer

Atwood & Palmer holds 489 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies (PLTR) 4.8 $82M 450k 182.42
Alphabet Inc Class C cs (GOOG) 3.5 $60M 248k 243.55
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.4 $58M 736k 78.90
Janus Detroit Str Tr (JEMB) 3.3 $57M 1.1M 53.20
iShares Lehman 1-3 Year Treas.Bond (SHY) 3.2 $55M 665k 82.96
United Rentals (URI) 3.2 $55M 57k 954.65
Janus Detroit Str Tr (JAAA) 3.2 $54M 1.1M 50.78
Leidos Holdings (LDOS) 2.9 $49M 261k 188.96
American Centy Etf Tr avantis emgmkt (AVEM) 2.9 $49M 650k 75.11
Abbvie (ABBV) 2.6 $44M 191k 231.54
MercadoLibre (MELI) 2.3 $40M 17k 2336.94
D.R. Horton (DHI) 2.3 $39M 232k 169.47
Gilead Sciences (GILD) 2.2 $38M 344k 111.00
Bondbloxx Etf Trust (BBBI) 2.2 $38M 728k 52.31
Palmer Square Funds Trust (PSQO) 2.2 $38M 1.8M 20.60
Ameriprise Financial (AMP) 2.2 $38M 77k 491.25
Fifth Third Ban (FITB) 2.2 $38M 842k 44.55
Cisco Systems (CSCO) 2.1 $36M 522k 68.42
Janus Detroit Str Tr (JSI) 2.0 $34M 658k 52.27
MasterCard Incorporated (MA) 2.0 $34M 60k 568.81
Lockheed Martin Corporation (LMT) 2.0 $34M 68k 499.21
Apple (AAPL) 1.9 $32M 127k 254.63
American Centy Etf Tr (AVIV) 1.9 $32M 473k 67.44
NVIDIA Corporation (NVDA) 1.7 $29M 156k 186.58
Wal-Mart Stores (WMT) 1.6 $28M 267k 103.06
United Therapeutics Corporation (UTHR) 1.6 $27M 64k 419.21
Goldman Sachs (GS) 1.5 $26M 33k 796.35
Thermo Fisher Scientific (TMO) 1.5 $26M 54k 485.02
Cdw (CDW) 1.5 $25M 158k 159.28
Generac Holdings (GNRC) 1.5 $25M 150k 167.40
Tortoise North American Pipeline Fund (TPYP) 1.4 $24M 661k 36.45
Regeneron Pharmaceuticals (REGN) 1.4 $23M 41k 562.28
Garmin (GRMN) 1.3 $23M 93k 246.22
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.3 $23M 255k 89.03
Vertex Pharmaceuticals Incorporated (VRTX) 1.3 $22M 55k 391.64
Draftkings (DKNG) 1.2 $20M 542k 37.40
Ishares Ibonds Dec 2028 Term T (IBTI) 1.2 $20M 903k 22.39
Ishares Ibonds Dec 2029 Term T (IBTJ) 1.2 $20M 905k 21.95
Bondbloxx Bb Rated Usd Hy Cb (XBB) 1.2 $20M 475k 41.34
L3harris Technologies (LHX) 1.1 $19M 64k 305.41
Ishares Tr 0-5yr hi yl cp (SHYG) 1.1 $19M 442k 43.30
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.1 $18M 341k 53.03
Lowe's Companies (LOW) 1.0 $18M 70k 251.31
Uber Technologies (UBER) 1.0 $17M 176k 97.97
ON Semiconductor (ON) 0.9 $15M 302k 49.31
Ishares Tr int dev mom fc (IMTM) 0.7 $11M 239k 47.88
Goldman Sachs Etf Tr activebeta int (GSIE) 0.7 $11M 273k 41.11
Etf Opportunities Trust (VSLU) 0.5 $9.0M 211k 42.69
Invesco S&p 500 Equal Weight Etf (RSP) 0.5 $8.1M 43k 189.70
Home Depot (HD) 0.4 $7.2M 18k 405.19
Alphabet Inc Class A cs (GOOGL) 0.4 $6.2M 25k 243.10
Jack Henry & Associates (JKHY) 0.4 $6.1M 41k 148.93
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 0.3 $5.8M 94k 61.92
Kimberly-Clark Corporation (KMB) 0.3 $5.4M 43k 124.34
Johnson & Johnson (JNJ) 0.3 $4.7M 25k 185.42
Becton, Dickinson and (BDX) 0.3 $4.3M 23k 187.17
Commerce Bancshares (CBSH) 0.2 $4.2M 71k 59.76
Goldman Sachs Etf Tr treasuryaccess (GBIL) 0.2 $3.4M 34k 100.23
Procter & Gamble Company (PG) 0.2 $3.2M 21k 153.65
JPMorgan Chase & Co. (JPM) 0.2 $2.8M 8.8k 315.43
Microsoft Corporation (MSFT) 0.1 $2.6M 4.9k 517.95
Raytheon Technologies Corp (RTX) 0.1 $2.2M 13k 167.32
Amazon (AMZN) 0.1 $2.1M 9.6k 219.57
Colgate-Palmolive Company (CL) 0.1 $2.1M 26k 79.94
Berkshire Hathaway (BRK.B) 0.1 $2.0M 4.1k 502.74
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.1 $2.0M 17k 119.51
Goldman Sachs Etf Tr activebeta eme (GEM) 0.1 $1.9M 47k 40.73
Pepsi (PEP) 0.1 $1.9M 14k 140.44
Exxon Mobil Corporation (XOM) 0.1 $1.9M 17k 112.75
Ishares Tr (IBTK) 0.1 $1.8M 91k 19.88
Spdr S&p 500 Etf (SPY) 0.1 $1.8M 2.7k 666.20
Amgen (AMGN) 0.1 $1.8M 6.2k 282.20
Parker-Hannifin Corporation (PH) 0.1 $1.7M 2.3k 758.15
Paychex (PAYX) 0.1 $1.6M 13k 126.76
Highwoods Properties (HIW) 0.1 $1.5M 48k 31.82
Costco Wholesale Corporation (COST) 0.1 $1.3M 1.4k 925.63
UMB Financial Corporation (UMBF) 0.1 $1.3M 11k 118.35
Automatic Data Processing (ADP) 0.1 $1.2M 4.2k 293.50
Caterpillar (CAT) 0.1 $1.2M 2.6k 477.15
Broadcom (AVGO) 0.1 $1.2M 3.7k 329.91
iShares S&P 500 Index (IVV) 0.1 $1.2M 1.8k 669.44
International Business Machines (IBM) 0.1 $1.2M 4.2k 282.16
iShares S&P 1500 Index Fund (ITOT) 0.1 $1.2M 8.1k 145.65
Hilltop Holdings (HTH) 0.1 $1.1M 33k 33.42
Janus Detroit Str Tr fund (JMBS) 0.1 $1.0M 23k 45.67
iShares Russell 1000 Growth Index (IWF) 0.1 $1.0M 2.2k 468.41
McDonald's Corporation (MCD) 0.1 $969k 3.2k 303.89
Iron Mountain (IRM) 0.1 $964k 9.5k 101.94
Oracle Corporation (ORCL) 0.1 $946k 3.4k 281.24
Janus Detroit Str Tr (JBBB) 0.1 $943k 20k 48.17
PNC Financial Services (PNC) 0.1 $913k 4.5k 200.93
Tesla Motors (TSLA) 0.1 $894k 2.0k 444.72
Goldman Sachs Etf Tr access hig yld (GHYB) 0.1 $879k 19k 45.87
Facebook Inc cl a (META) 0.0 $842k 1.1k 734.38
Qualcomm (QCOM) 0.0 $831k 5.0k 166.36
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 0.0 $827k 17k 49.79
Deere & Company (DE) 0.0 $808k 1.8k 457.26
Coca-Cola Company (KO) 0.0 $777k 12k 66.32
Philip Morris International (PM) 0.0 $768k 4.7k 162.20
Berkshire Hathaway (BRK.A) 0.0 $754k 1.00 754200.00
Chevron Corporation (CVX) 0.0 $746k 4.8k 155.29
Nextera Energy (NEE) 0.0 $726k 9.6k 75.49
Bank of America Corporation (BAC) 0.0 $698k 14k 51.59
Arista Networks (ANET) 0.0 $685k 4.7k 145.71
Nxp Semiconductors N V (NXPI) 0.0 $685k 3.0k 227.73
Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $679k 8.5k 79.93
Vanguard Total Stock Market ETF (VTI) 0.0 $667k 2.0k 328.17
U.S. Bancorp (USB) 0.0 $628k 13k 48.33
Waste Management (WM) 0.0 $619k 2.8k 220.83
American Electric Power Company (AEP) 0.0 $619k 5.5k 112.50
Emerson Electric (EMR) 0.0 $560k 4.3k 131.16
Goldman Sachs Etf Tr aces ultra shr (GSST) 0.0 $535k 11k 50.70
Blackstone Group Inc Com Cl A (BX) 0.0 $533k 3.1k 170.86
Bristol Myers Squibb (BMY) 0.0 $529k 12k 45.10
Axon Enterprise (AXON) 0.0 $517k 720.00 717.64
Regions Financial Corporation (RF) 0.0 $488k 19k 26.37
Carrier Global Corporation (CARR) 0.0 $454k 7.6k 59.70
Visa (V) 0.0 $446k 1.3k 341.38
Palmer Square Capital BDC (PSBD) 0.0 $417k 34k 12.27
Eli Lilly & Co. (LLY) 0.0 $415k 544.00 763.00
Saia (SAIA) 0.0 $397k 1.3k 299.36
Otis Worldwide Corp (OTIS) 0.0 $359k 3.9k 91.43
Curtiss-Wright (CW) 0.0 $352k 648.00 542.94
TJX Companies (TJX) 0.0 $352k 2.4k 144.54
Cardinal Health (CAH) 0.0 $346k 2.2k 156.96
Altria (MO) 0.0 $318k 4.8k 66.06
Arthur J. Gallagher & Co. (AJG) 0.0 $306k 989.00 309.74
Invesco Qqq Trust Series 1 (QQQ) 0.0 $301k 502.00 599.82
Ecolab (ECL) 0.0 $299k 1.1k 273.86
Sempra Energy (SRE) 0.0 $297k 3.3k 89.98
iShares S&P MidCap 400 Index (IJH) 0.0 $296k 4.5k 65.26
Trane Technologies (TT) 0.0 $295k 700.00 421.96
Mplx (MPLX) 0.0 $292k 5.8k 49.95
Labcorp Holdings (LH) 0.0 $287k 1.0k 287.06
General Electric (GE) 0.0 $284k 945.00 300.66
Enterprise Products Partners (EPD) 0.0 $279k 8.9k 31.27
American Centy Etf Tr (AVIG) 0.0 $279k 6.6k 42.08
Palo Alto Networks (PANW) 0.0 $277k 1.4k 203.62
Fortune Brands (FBIN) 0.0 $271k 5.1k 53.39
Ubiquiti (UI) 0.0 $271k 410.00 660.95
Honeywell International (HON) 0.0 $265k 1.3k 210.50
Wells Fargo & Company (WFC) 0.0 $265k 3.2k 83.82
Vanguard Growth ETF (VUG) 0.0 $263k 549.00 479.61
American Centy Etf Tr (AVLV) 0.0 $254k 3.5k 72.26
Pfizer (PFE) 0.0 $253k 9.9k 25.48
iShares Russell 1000 Value Index (IWD) 0.0 $251k 1.2k 203.59
iShares MSCI Emerging Markets Indx (EEM) 0.0 $247k 4.6k 53.40
Zoetis Inc Cl A (ZTS) 0.0 $230k 1.6k 146.32
Danaher Corporation (DHR) 0.0 $227k 1.1k 198.26
SPDR S&P MidCap 400 ETF (MDY) 0.0 $222k 373.00 595.23
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $219k 446.00 490.38
Agilon Health (AGL) 0.0 $216k 210k 1.03
Ishares Bitcoin Tr (IBIT) 0.0 $202k 3.1k 65.00
Tyler Technologies (TYL) 0.0 $196k 374.00 523.16
Charles Schwab Corporation (SCHW) 0.0 $192k 2.0k 95.45
Moody's Corporation (MCO) 0.0 $191k 400.00 476.48
Spdr Series Trust dj ttl mkt etf (SPTM) 0.0 $185k 2.3k 80.65
Anheuser-Busch InBev NV (BUD) 0.0 $179k 3.0k 59.61
Canadian Pacific Kansas City (CP) 0.0 $179k 2.4k 74.49
iShares S&P SmallCap 600 Index (IJR) 0.0 $178k 1.5k 118.83
O'reilly Automotive (ORLY) 0.0 $178k 1.7k 107.81
J P Morgan Exchange Traded F ultra shrt (JPST) 0.0 $178k 3.5k 50.73
Walt Disney Company (DIS) 0.0 $175k 1.5k 114.51
UnitedHealth (UNH) 0.0 $171k 496.00 345.30
Duke Energy (DUK) 0.0 $167k 1.3k 123.75
Arch Capital Group (ACGL) 0.0 $163k 1.8k 90.73
Capital One Financial (COF) 0.0 $162k 764.00 212.58
Union Pacific Corporation (UNP) 0.0 $158k 667.00 236.37
Stryker Corporation (SYK) 0.0 $149k 403.00 369.67
Barclays (BCS) 0.0 $146k 7.0k 20.67
Ge Vernova (GEV) 0.0 $144k 234.00 615.00
Enterprise Financial Services (EFSC) 0.0 $143k 2.5k 57.98
iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $141k 1.3k 110.62
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) 0.0 $138k 2.8k 50.23
First Trust Tech AlphaDEX Fnd (FXL) 0.0 $134k 800.00 167.99
New Jersey Resources Corporation (NJR) 0.0 $129k 2.7k 48.15
American Centy Etf Tr (AVMC) 0.0 $121k 1.7k 69.60
iShares Morningstar Large Growth (ILCG) 0.0 $118k 1.1k 104.28
American Centy Etf Tr (AVDS) 0.0 $115k 1.7k 67.57
Kinder Morgan (KMI) 0.0 $115k 4.0k 28.31
Abbott Laboratories (ABT) 0.0 $114k 854.00 133.94
Williams Companies (WMB) 0.0 $113k 1.8k 63.35
Cheniere Energy (LNG) 0.0 $111k 472.00 234.98
Omni (OMC) 0.0 $108k 1.3k 81.53
iShares MSCI EAFE Growth Index (EFG) 0.0 $106k 927.00 113.89
First Trust Health Care AlphaDEX (FXH) 0.0 $104k 950.00 109.67
Tc Energy Corp (TRP) 0.0 $103k 1.9k 54.41
Elbit Systems (ESLT) 0.0 $102k 200.00 509.80
Vanguard REIT ETF (VNQ) 0.0 $102k 1.1k 91.38
Post Holdings Inc Common (POST) 0.0 $99k 916.00 107.48
HEICO Corporation (HEI) 0.0 $97k 300.00 322.82
salesforce (CRM) 0.0 $97k 408.00 237.22
First Trust DJ Internet Index Fund (FDN) 0.0 $97k 345.00 279.84
Evergy (EVRG) 0.0 $96k 1.3k 76.02
Targa Res Corp (TRGP) 0.0 $96k 575.00 167.54
Amplify Etf Tr a (DIVO) 0.0 $95k 2.1k 44.57
S&p Global (SPGI) 0.0 $94k 193.00 487.54
iShares S&P SmallCap 600 Growth (IJT) 0.0 $93k 658.00 141.47
Tri-Continental Corporation (TY) 0.0 $93k 2.7k 34.00
Energizer Holdings (ENR) 0.0 $91k 3.6k 24.89
J P Morgan Exchange-traded F (JEPI) 0.0 $90k 1.6k 57.08
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $89k 833.00 106.48
Grayscale Bitcoin Ord (GBTC) 0.0 $89k 986.00 89.77
Sealed Air (SEE) 0.0 $85k 2.4k 35.35
Linde (LIN) 0.0 $84k 177.00 475.00
Flowers Foods (FLO) 0.0 $83k 6.4k 13.05
Energy Transfer Equity (ET) 0.0 $83k 4.8k 17.16
Copart (CPRT) 0.0 $81k 1.8k 44.97
Msci Emg Ex Ch msci emg ex ch (KEMX) 0.0 $79k 2.3k 34.60
Metropcs Communications (TMUS) 0.0 $79k 330.00 239.38
iShares Russell 2000 Value Index (IWN) 0.0 $78k 439.00 176.81
Ishares Tr liquid inc etf (ICSH) 0.0 $77k 1.5k 50.75
Intuitive Surgical (ISRG) 0.0 $77k 171.00 447.23
Medtronic (MDT) 0.0 $74k 775.00 95.24
Quanta Services (PWR) 0.0 $74k 178.00 414.42
Vanguard Dividend Appreciation ETF (VIG) 0.0 $73k 336.00 215.79
Fortinet (FTNT) 0.0 $72k 860.00 84.08
Edwards Lifesciences (EW) 0.0 $71k 912.00 77.77
Eastman Chemical Company (EMN) 0.0 $69k 1.1k 63.05
Texas Capital Bancshares (TCBI) 0.0 $68k 800.00 84.53
Masterbrand Inc-w/i (MBC) 0.0 $67k 5.1k 13.17
Adobe Systems Incorporated (ADBE) 0.0 $67k 189.00 352.75
iShares Russell Midcap Growth Idx. (IWP) 0.0 $66k 460.00 142.41
Fiserv (FI) 0.0 $65k 500.00 128.93
Spdr Ser Tr spdr russel 2000 (SPSM) 0.0 $64k 1.4k 46.32
Oneok (OKE) 0.0 $63k 858.00 72.97
SPDR DJ Wilshire Mid Cap Value (MDYV) 0.0 $62k 737.00 83.42
Merck & Co (MRK) 0.0 $61k 730.00 83.93
Dominion Resources (D) 0.0 $61k 1.0k 61.17
Kenvue (KVUE) 0.0 $61k 3.8k 16.23
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $60k 602.00 99.45
Texas Instruments Incorporated (TXN) 0.0 $58k 317.00 183.73
Vanguard Europe Pacific ETF (VEA) 0.0 $58k 971.00 59.92
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.0 $58k 663.00 87.31
Digital World Acquisition (DJTWW) 0.0 $57k 7.1k 8.08
ConocoPhillips (COP) 0.0 $57k 603.00 94.59
Vanguard Value ETF (VTV) 0.0 $55k 296.00 186.49
Paypal Holdings (PYPL) 0.0 $54k 801.00 67.05
Janus Short Duration (VNLA) 0.0 $53k 1.1k 49.29
Bellring Brands (BRBR) 0.0 $51k 1.4k 36.35
KLA-Tencor Corporation (KLAC) 0.0 $50k 46.00 1078.61
Lam Research (LRCX) 0.0 $50k 370.00 133.90
Eaton (ETN) 0.0 $49k 131.00 374.25
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.0 $49k 533.00 91.61
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.0 $48k 505.00 94.37
AFLAC Incorporated (AFL) 0.0 $47k 424.00 111.70
Invesco Variable Rate Preferred Etf etf (VRP) 0.0 $47k 1.9k 24.70
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.0 $46k 200.00 229.61
Corteva (CTVA) 0.0 $46k 679.00 67.63
Intuit (INTU) 0.0 $46k 67.00 682.91
Newmark Group (NMRK) 0.0 $45k 2.4k 18.65
First Trust Ind/Prod AlphaDEX (FXR) 0.0 $45k 575.00 78.06
Lyft (LYFT) 0.0 $44k 2.0k 22.01
Cleveland-cliffs (CLF) 0.0 $44k 3.6k 12.20
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.0 $43k 800.00 54.18
Telefonica (TEF) 0.0 $43k 8.5k 5.08
Galectin Therapeutics (GALT) 0.0 $42k 10k 4.24
Travelers Companies (TRV) 0.0 $42k 150.00 279.22
CVS Caremark Corporation (CVS) 0.0 $40k 535.00 75.39
Intel Corporation (INTC) 0.0 $40k 1.2k 33.55
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.0 $40k 1.3k 30.29
iShares S&P 500 Value Index (IVE) 0.0 $40k 194.00 206.12
Humana (HUM) 0.0 $40k 153.00 260.18
Plains All American Pipeline (PAA) 0.0 $39k 2.3k 17.06
Mondelez Int (MDLZ) 0.0 $39k 629.00 62.47
Motorola Solutions (MSI) 0.0 $39k 85.00 457.29
Corcept Therapeutics Incorporated (CORT) 0.0 $39k 464.00 83.11
Coeur d'Alene Mines Corporation (CDE) 0.0 $38k 2.0k 18.76
First Trust Cnsmer Disry Alpha Fnd (FXD) 0.0 $37k 545.00 68.22
Vanguard S&p 500 Etf idx (VOO) 0.0 $37k 60.00 612.38
Chubb (CB) 0.0 $37k 130.00 282.25
Wyndham Hotels And Resorts (WH) 0.0 $36k 448.00 79.90
Alibaba Group Holding (BABA) 0.0 $36k 199.00 178.73
Target Corporation (TGT) 0.0 $35k 393.00 89.72
iShares S&P MidCap 400 Growth (IJK) 0.0 $35k 365.00 95.89
Blackrock (BLK) 0.0 $35k 30.00 1165.90
Hca Holdings (HCA) 0.0 $35k 82.00 426.21
Spotify Technology Sa (SPOT) 0.0 $35k 50.00 698.00
First Tr Exchange Traded Fd nasdaq transn (FTXR) 0.0 $34k 975.00 35.05
Dex (DXCM) 0.0 $34k 500.00 67.29
Vanguard Small-Cap ETF (VB) 0.0 $34k 132.00 254.28
Vanguard Emerging Markets ETF (VWO) 0.0 $33k 617.00 54.18
Oge Energy Corp (OGE) 0.0 $33k 720.00 46.27
Permian Resources Corp Class A (PR) 0.0 $33k 2.6k 12.80
Live Nation Entertainment (LYV) 0.0 $33k 200.00 163.40
Allstate Corporation (ALL) 0.0 $32k 150.00 214.65
Martin Marietta Materials (MLM) 0.0 $32k 51.00 630.29
Vanguard Health Care ETF (VHT) 0.0 $31k 121.00 259.60
Unum (UNM) 0.0 $31k 400.00 77.78
Entergy Corporation (ETR) 0.0 $31k 330.00 93.19
Vanguard Information Technology ETF (VGT) 0.0 $30k 40.00 746.65
Travel Leisure Ord (TNL) 0.0 $30k 500.00 59.49
Palomar Hldgs (PLMR) 0.0 $29k 250.00 116.75
Simon Property (SPG) 0.0 $29k 155.00 187.67
Vodafone Group New Adr F (VOD) 0.0 $29k 2.5k 11.60
American Tower Reit (AMT) 0.0 $29k 150.00 192.32
H&R Block (HRB) 0.0 $29k 570.00 50.57
SPDR S&P Dividend (SDY) 0.0 $28k 200.00 140.05
New York Mortgage Tr (ADAM) 0.0 $28k 4.0k 6.97
Van Eck Merk Gold Tr gold (OUNZ) 0.0 $28k 749.00 37.19
Vanguard High Dividend Yield ETF (VYM) 0.0 $28k 197.00 141.13
Asml Holding (ASML) 0.0 $27k 28.00 968.11
Novo Nordisk A/S (NVO) 0.0 $27k 488.00 55.49
Skyworks Solutions (SWKS) 0.0 $27k 351.00 76.98
Booking Holdings (BKNG) 0.0 $27k 5.00 5399.40
Sarepta Therapeutics (SRPT) 0.0 $27k 1.4k 19.27
iShares MSCI EAFE Value Index (EFV) 0.0 $27k 392.00 67.76
Ss&c Technologies Holding (SSNC) 0.0 $27k 298.00 88.76
Euronet Worldwide (EEFT) 0.0 $26k 300.00 87.81
Sch Us Mid-cap Etf etf (SCHM) 0.0 $26k 889.00 29.63
Ishares Inc core msci emkt (IEMG) 0.0 $26k 387.00 65.94
iShares MSCI Canada Index (EWC) 0.0 $25k 500.00 50.55
Nike (NKE) 0.0 $25k 362.00 69.79
Dow (DOW) 0.0 $25k 1.1k 22.93
Archer Daniels Midland Company (ADM) 0.0 $25k 410.00 59.74
Schwab U S Large Cap Growth ETF (SCHG) 0.0 $24k 765.00 31.90
Gfl Environmental Inc sub vtg (GFL) 0.0 $24k 500.00 47.38
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.0 $24k 322.00 73.46
Tractor Supply Company (TSCO) 0.0 $24k 415.00 56.87
Getty Realty (GTY) 0.0 $24k 879.00 26.83
Adams Express Company (ADX) 0.0 $24k 1.1k 22.30
Rxsight (RXST) 0.0 $23k 2.6k 8.99
Consolidated Edison (ED) 0.0 $23k 232.00 100.52
Tapestry (TPR) 0.0 $23k 204.00 113.22
Bank of New York Mellon Corporation (BK) 0.0 $23k 210.00 108.96
Paccar (PCAR) 0.0 $23k 230.00 98.32
Chipotle Mexican Grill (CMG) 0.0 $22k 550.00 39.19
Columbia India Consumer Etf etp (INCO) 0.0 $21k 330.00 64.67
Williams-Sonoma (WSM) 0.0 $21k 108.00 195.45
McKesson Corporation (MCK) 0.0 $21k 27.00 772.56
Edgewell Pers Care (EPC) 0.0 $20k 1.0k 20.36
Teva Pharmaceutical Industries (TEVA) 0.0 $20k 1.0k 20.20
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $20k 183.00 108.70
Ametek (AME) 0.0 $20k 104.00 188.00
Shake Shack Inc cl a (SHAK) 0.0 $19k 200.00 93.61
Progressive Corporation (PGR) 0.0 $19k 75.00 246.96
First Horizon National Corporation (FHN) 0.0 $18k 786.00 22.61
RPM International (RPM) 0.0 $18k 150.00 117.88
Acuity Brands (AYI) 0.0 $18k 51.00 344.39
Starbucks Corporation (SBUX) 0.0 $18k 207.00 84.60
eBay (EBAY) 0.0 $18k 192.00 90.95
Hess Midstream Lp cl a (HESM) 0.0 $17k 501.00 34.55
Ares Management Corporation cl a com stk (ARES) 0.0 $17k 107.00 159.90
iShares S&P US Pref Stock Idx Fnd (PFF) 0.0 $17k 540.00 31.62
First Solar (FSLR) 0.0 $17k 75.00 220.53
HSBC Holdings (HSBC) 0.0 $17k 233.00 70.98
Exelixis (EXEL) 0.0 $16k 395.00 41.30
Emcor (EME) 0.0 $16k 25.00 649.56
Ralph Lauren Corp (RL) 0.0 $16k 51.00 313.57
CenterPoint Energy (CNP) 0.0 $16k 400.00 38.80
Applied Materials (AMAT) 0.0 $15k 75.00 204.75
AstraZeneca (AZN) 0.0 $15k 200.00 76.72
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $15k 28.00 546.75
Embecta Corporation (EMBC) 0.0 $15k 1.0k 14.11
Apa Corporation (APA) 0.0 $15k 600.00 24.28
iShares Gold Trust (IAU) 0.0 $15k 200.00 72.77
Ge Healthcare Technologies I (GEHC) 0.0 $14k 189.00 75.10
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.0 $14k 68.00 206.91
Cadence Design Systems (CDNS) 0.0 $14k 40.00 351.27
Reliance Steel & Aluminum (RS) 0.0 $14k 49.00 280.84
Autodesk (ADSK) 0.0 $14k 43.00 317.67
Morgan Stanley (MS) 0.0 $14k 85.00 158.96
Northern Trust Corporation (NTRS) 0.0 $14k 100.00 134.60
EOG Resources (EOG) 0.0 $14k 120.00 112.12
Cinemark Holdings (CNK) 0.0 $13k 452.00 28.02
Verizon Communications (VZ) 0.0 $13k 287.00 43.95
Fidelity Wise Origin Bitcoin (FBTC) 0.0 $13k 125.00 99.82
Fidelity Ethereum Fund Etf (FETH) 0.0 $13k 300.00 41.55
Vanguard Consumer Discretionary ETF (VCR) 0.0 $12k 30.00 396.17
CMS Energy Corporation (CMS) 0.0 $12k 160.00 73.26
Lineage (LINE) 0.0 $12k 300.00 38.64
Johnson Controls International Plc equity (JCI) 0.0 $11k 104.00 109.95
Brp Group (BWIN) 0.0 $11k 392.00 28.22
Monolithic Power Systems (MPWR) 0.0 $11k 12.00 920.67
SPDR Gold Trust (GLD) 0.0 $11k 31.00 355.48
Vanguard Admiral Fds Inc equity (VOOG) 0.0 $11k 25.00 435.48
Banc Of California (BANC) 0.0 $11k 656.00 16.55
Comcast Corporation (CMCSA) 0.0 $11k 345.00 31.42
Mannkind (MNKD) 0.0 $11k 2.0k 5.37
Veralto Corp (VLTO) 0.0 $11k 100.00 106.61
Pulte (PHM) 0.0 $10k 79.00 132.14
Seagate Technology (STX) 0.0 $10k 44.00 236.07
Truist Financial Corp equities (TFC) 0.0 $10k 225.00 45.72
Equinix (EQIX) 0.0 $10k 13.00 783.31
Textron (TXT) 0.0 $10k 120.00 84.49
Stonex Group (SNEX) 0.0 $10k 100.00 100.92
Grayscale Bitcoin Mini Trust Etf (BTC) 0.0 $10k 197.00 50.63
Roblox Corp (RBLX) 0.0 $9.7k 70.00 138.53
Cme (CME) 0.0 $9.5k 35.00 270.20
Cintas Corporation (CTAS) 0.0 $9.0k 44.00 205.27
Analog Devices (ADI) 0.0 $8.6k 35.00 245.71
AutoZone (AZO) 0.0 $8.6k 2.00 4290.50
Marsh & McLennan Companies (MMC) 0.0 $8.5k 42.00 201.55
Fortrea Hldgs (FTRE) 0.0 $8.4k 1.0k 8.42
Franklin Templeton Etf Tr ftse mexico (FLMX) 0.0 $8.3k 250.00 33.18
Principal Financial (PFG) 0.0 $8.3k 100.00 82.91
Ford Motor Company (F) 0.0 $8.2k 685.00 11.95
Flextronics International Ltd Com Stk (FLEX) 0.0 $8.2k 141.00 57.97
Kroger (KR) 0.0 $8.1k 120.00 67.42
Reddit (RDDT) 0.0 $8.1k 35.00 230.00
First Trust Iv Enhanced Short (FTSM) 0.0 $8.0k 133.00 60.07
Schwab Strategic Tr cmn (SCHV) 0.0 $7.9k 270.00 29.11
iShares MSCI EAFE Index Fund (EFA) 0.0 $7.8k 84.00 93.38
Transocean (RIG) 0.0 $7.8k 2.5k 3.12
American Express Company (AXP) 0.0 $7.6k 23.00 332.17
Prudential Financial (PRU) 0.0 $7.4k 71.00 103.75
BP (BP) 0.0 $6.9k 200.00 34.46
Accenture (ACN) 0.0 $6.7k 27.00 246.63
Capitol Federal Financial (CFFN) 0.0 $6.4k 1.0k 6.35
Northrop Grumman Corporation (NOC) 0.0 $6.1k 10.00 609.40
Shopify Inc cl a (SHOP) 0.0 $5.9k 40.00 148.62
Vanguard Mid-Cap Growth ETF (VOT) 0.0 $5.9k 20.00 293.80
W.W. Grainger (GWW) 0.0 $5.7k 6.00 953.00
Te Connectivity (TEL) 0.0 $5.7k 26.00 219.54
iShares Russell Midcap Value Index (IWS) 0.0 $5.6k 40.00 139.68
Republic Services (RSG) 0.0 $5.5k 24.00 229.50
Sabre (SABR) 0.0 $5.5k 3.0k 1.83
Corning Incorporated (GLW) 0.0 $5.3k 65.00 82.03
iShares Russell 3000 Value Index (IUSV) 0.0 $5.3k 53.00 99.96
EQT Corporation (EQT) 0.0 $4.8k 89.00 54.44
Valero Energy Corporation (VLO) 0.0 $4.3k 25.00 170.28
Vanguard Small-Cap Growth ETF (VBK) 0.0 $4.2k 14.00 297.64
Freeport-McMoRan Copper & Gold (FCX) 0.0 $4.2k 106.00 39.23
Petroleo Brasileiro SA (PBR) 0.0 $4.1k 327.00 12.66
Roper Industries (ROP) 0.0 $4.0k 8.00 498.75
Sylvamo Corp (SLVM) 0.0 $4.0k 90.00 44.22
Penn National Gaming (PENN) 0.0 $3.9k 200.00 19.26
AECOM Technology Corporation (ACM) 0.0 $3.7k 28.00 130.50
Consumer Discretionary SPDR (XLY) 0.0 $3.4k 14.00 239.64
Wabtec Corporation (WAB) 0.0 $3.2k 16.00 200.50
Oddity Tech Cl A Ord (ODD) 0.0 $3.1k 50.00 62.30
Financial Select Sector SPDR (XLF) 0.0 $3.1k 57.00 53.88
iShares Morningstar Small Value (ISCV) 0.0 $3.0k 45.00 66.64
Selectquote Ord (SLQT) 0.0 $2.9k 1.5k 1.96
Delta Air Lines (DAL) 0.0 $2.8k 50.00 56.76
Fresenius Medical Care AG & Co. (FMS) 0.0 $2.6k 100.00 26.33
Ark Etf Tr innovation etf (ARKK) 0.0 $2.6k 30.00 86.30
Moderna (MRNA) 0.0 $2.6k 100.00 25.83
General Mills (GIS) 0.0 $2.5k 50.00 50.42
Unilever (UL) 0.0 $2.5k 42.00 59.29
American Homes 4 Rent-a reit (AMH) 0.0 $2.4k 73.00 33.26
FedEx Corporation (FDX) 0.0 $2.4k 10.00 235.90
Materials SPDR (XLB) 0.0 $2.3k 26.00 89.65
Cigna Corp (CI) 0.0 $2.3k 8.00 288.25
Highpeak Energy (HPK) 0.0 $2.3k 325.00 7.07
Exelon Corporation (EXC) 0.0 $2.1k 46.00 45.02
Viatris (VTRS) 0.0 $2.0k 204.00 9.90
Boston Scientific Corporation (BSX) 0.0 $1.9k 19.00 97.63
Nextracker (NXT) 0.0 $1.8k 24.00 74.00
United Parcel Service (UPS) 0.0 $1.7k 20.00 83.55
MicroStrategy Incorporated (MSTR) 0.0 $1.6k 5.00 322.40
Service Corporation International (SCI) 0.0 $1.5k 18.00 83.22
Dell Technologies (DELL) 0.0 $1.4k 10.00 141.80
Nutex Health (NUTX) 0.0 $1.3k 13.00 103.38
Nio Inc spon ads (NIO) 0.0 $1.3k 175.00 7.62
TransDigm Group Incorporated (TDG) 0.0 $1.3k 1.00 1319.00
On Hldg (ONON) 0.0 $1.3k 30.00 42.37
Vaneck Vectors Semiconductor Etf semiconductor (SMH) 0.0 $1.2k 4.00 294.75
Invesco Exch Trd Slf Idx Fd bulshs 2025 hy (BSJP) 0.0 $1.2k 50.00 23.06
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $1.1k 15.00 71.53
Diamondback Energy (FANG) 0.0 $1.0k 7.00 143.14
Brighthouse Finl (BHF) 0.0 $955.999800 18.00 53.11
Growgeneration Corp (GRWG) 0.0 $935.000000 500.00 1.87
Timken Company (TKR) 0.0 $903.000000 12.00 75.25
Lululemon Athletica (LULU) 0.0 $890.000000 5.00 178.00
Ingersoll Rand (IR) 0.0 $827.000000 10.00 82.70
Neurocrine Biosciences (NBIX) 0.0 $702.000000 5.00 140.40
Biogen Idec (BIIB) 0.0 $701.000000 5.00 140.20
Constellation Brands (STZ) 0.0 $674.000000 5.00 134.80
Occidental Petroleum Corporation (OXY) 0.0 $473.000000 10.00 47.30
International Paper Company (IP) 0.0 $464.000000 10.00 46.40
Southwest Airlines (LUV) 0.0 $160.000000 5.00 32.00
Tor Dom Bk Cad (TD) 0.0 $160.000000 2.00 80.00
3D Systems Corporation (DDD) 0.0 $145.000000 50.00 2.90
Phillips 66 (PSX) 0.0 $137.000000 1.00 137.00
Vanguard Total World Stock Idx (VT) 0.0 $136.000000 1.00 136.00
Hewlett Packard Enterprise (HPE) 0.0 $123.000000 5.00 24.60
Envirotech Vehicles 0.0 $98.000500 65.00 1.51
Inovio Pharmaceuticals (INO) 0.0 $43.000200 18.00 2.39
Occidental Petroleum Corp Warrant (OXY.WS) 0.0 $26.000000 1.00 26.00
Trinity Biotech (TRIB) 0.0 $21.000000 20.00 1.05
Tilray (TLRY) 0.0 $7.000000 4.00 1.75
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
Hp (HPQ) 0.0 $0 0 0.00
Vaneck Vectors Gold Miners mutual (GDX) 0.0 $0 0 0.00
Dxc Technology (DXC) 0.0 $0 0 0.00
PROG Holdings (PRG) 0.0 $0 0 0.00