Atwood & Palmer

Atwood & Palmer as of Dec. 31, 2025

Portfolio Holdings for Atwood & Palmer

Atwood & Palmer holds 488 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies (PLTR) 4.5 $79M 445k 177.75
Alphabet Inc Class C cs (GOOG) 4.3 $76M 244k 313.80
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.5 $62M 757k 82.32
Janus Detroit Str Tr (JEMB) 3.4 $59M 1.1M 53.67
iShares Lehman 1-3 Year Treas.Bond (SHY) 3.3 $58M 695k 82.82
Janus Detroit Str Tr (JAAA) 3.2 $56M 1.1M 50.58
American Centy Etf Tr avantis emgmkt (AVEM) 2.9 $51M 664k 77.02
United Rentals (URI) 2.7 $47M 58k 809.32
Leidos Holdings (LDOS) 2.7 $47M 260k 180.40
Abbvie (ABBV) 2.5 $44M 194k 228.49
Gilead Sciences (GILD) 2.4 $43M 350k 122.74
Cisco Systems (CSCO) 2.3 $40M 522k 77.03
Fifth Third Ban (FITB) 2.2 $40M 844k 46.81
Palmer Square Funds Trust (PSQO) 2.2 $39M 1.9M 20.62
Bondbloxx Etf Trust (BBBI) 2.2 $39M 752k 52.04
Ameriprise Financial (AMP) 2.1 $38M 77k 490.34
Janus Detroit Str Tr (JSI) 2.0 $36M 684k 52.06
American Centy Etf Tr (AVIV) 2.0 $35M 488k 71.23
MercadoLibre (MELI) 2.0 $35M 17k 2014.26
D.R. Horton (DHI) 1.9 $34M 238k 144.03
MasterCard Incorporated (MA) 1.9 $34M 60k 570.88
Apple (AAPL) 1.9 $34M 126k 271.86
Lockheed Martin Corporation (LMT) 1.9 $33M 68k 483.67
Regeneron Pharmaceuticals (REGN) 1.8 $32M 42k 771.86
Thermo Fisher Scientific (TMO) 1.8 $31M 54k 579.45
United Therapeutics Corporation (UTHR) 1.8 $31M 64k 487.25
Wal-Mart Stores (WMT) 1.7 $30M 267k 111.41
Goldman Sachs (GS) 1.6 $29M 33k 879.00
NVIDIA Corporation (NVDA) 1.6 $28M 150k 186.50
Vertex Pharmaceuticals Incorporated (VRTX) 1.4 $25M 55k 453.36
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.4 $25M 265k 93.97
Tortoise North American Pipeline Fund (TPYP) 1.3 $24M 665k 35.29
Cdw (CDW) 1.2 $22M 158k 136.20
Generac Holdings (GNRC) 1.2 $22M 158k 136.37
Ishares Ibonds Dec 2028 Term T (IBTI) 1.2 $21M 924k 22.36
Ishares Ibonds Dec 2029 Term T (IBTJ) 1.2 $20M 927k 21.95
Bondbloxx Bb Rated Usd Hy Cb (XBB) 1.1 $20M 486k 41.14
Ishares Tr 0-5yr hi yl cp (SHYG) 1.1 $19M 450k 42.87
Garmin (GRMN) 1.1 $19M 93k 202.85
L3harris Technologies (LHX) 1.1 $19M 64k 293.57
Draftkings (DKNG) 1.1 $19M 543k 34.46
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.0 $19M 349k 52.88
Lowe's Companies (LOW) 1.0 $17M 70k 241.16
ON Semiconductor (ON) 0.9 $16M 304k 54.15
Uber Technologies (UBER) 0.8 $15M 178k 81.71
Houlihan Lokey Inc cl a (HLI) 0.7 $12M 70k 174.19
Goldman Sachs Etf Tr activebeta int (GSIE) 0.7 $12M 270k 42.94
Ishares Tr int dev mom fc (IMTM) 0.6 $11M 236k 47.97
Etf Opportunities Trust (VSLU) 0.5 $9.4M 213k 44.26
Invesco S&p 500 Equal Weight Etf (RSP) 0.5 $8.1M 42k 191.56
Alphabet Inc Class A cs (GOOGL) 0.4 $7.6M 24k 313.00
Jack Henry & Associates (JKHY) 0.4 $7.4M 41k 182.48
Central BanCo (CBC) 0.4 $7.1M 295k 24.12
Home Depot (HD) 0.3 $6.1M 18k 344.10
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 0.3 $5.8M 92k 62.92
Johnson & Johnson (JNJ) 0.3 $5.2M 25k 206.95
Becton, Dickinson and (BDX) 0.2 $4.4M 23k 194.07
Kimberly-Clark Corporation (KMB) 0.2 $4.2M 42k 100.89
Commerce Bancshares (CBSH) 0.2 $3.8M 72k 52.34
Goldman Sachs Etf Tr treasuryaccess (GBIL) 0.2 $3.4M 34k 99.94
Procter & Gamble Company (PG) 0.2 $2.9M 21k 143.31
JPMorgan Chase & Co. (JPM) 0.2 $2.8M 8.8k 322.21
Raytheon Technologies Corp (RTX) 0.1 $2.5M 13k 183.39
Microsoft Corporation (MSFT) 0.1 $2.3M 4.7k 483.62
Amazon (AMZN) 0.1 $2.1M 9.2k 230.82
Colgate-Palmolive Company (CL) 0.1 $2.1M 26k 79.02
Amgen (AMGN) 0.1 $2.0M 6.2k 327.31
Exxon Mobil Corporation (XOM) 0.1 $2.0M 17k 120.34
Berkshire Hathaway (BRK.B) 0.1 $2.0M 4.0k 502.65
Parker-Hannifin Corporation (PH) 0.1 $2.0M 2.3k 878.96
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.1 $2.0M 16k 119.35
Pepsi (PEP) 0.1 $1.9M 14k 143.52
Goldman Sachs Etf Tr activebeta eme (GEM) 0.1 $1.9M 47k 41.62
Spdr S&p 500 Etf (SPY) 0.1 $1.8M 2.7k 681.93
Ishares Tr (IBTK) 0.1 $1.8M 91k 19.84
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 0.1 $1.5M 31k 49.99
Caterpillar (CAT) 0.1 $1.5M 2.6k 572.87
Paychex (PAYX) 0.1 $1.4M 13k 112.18
International Business Machines (IBM) 0.1 $1.2M 4.2k 296.21
Highwoods Properties (HIW) 0.1 $1.2M 48k 25.82
UMB Financial Corporation (UMBF) 0.1 $1.2M 11k 115.04
iShares S&P 500 Index (IVV) 0.1 $1.2M 1.8k 685.09
iShares S&P 1500 Index Fund (ITOT) 0.1 $1.2M 8.1k 148.69
Costco Wholesale Corporation (COST) 0.1 $1.2M 1.4k 862.34
Hilltop Holdings (HTH) 0.1 $1.1M 33k 33.94
Broadcom (AVGO) 0.1 $1.0M 3.0k 346.10
Janus Detroit Str Tr fund (JMBS) 0.1 $1.0M 23k 45.69
Automatic Data Processing (ADP) 0.1 $1.0M 3.9k 257.23
iShares Russell 1000 Growth Index (IWF) 0.1 $990k 2.1k 473.30
McDonald's Corporation (MCD) 0.1 $974k 3.2k 305.63
PNC Financial Services (PNC) 0.1 $949k 4.5k 208.73
Janus Detroit Str Tr (JBBB) 0.1 $934k 20k 47.70
Tesla Motors (TSLA) 0.1 $905k 2.0k 449.72
Goldman Sachs Etf Tr access hig yld (GHYB) 0.0 $868k 19k 45.32
Qualcomm (QCOM) 0.0 $854k 5.0k 171.05
Deere & Company (DE) 0.0 $823k 1.8k 465.57
Coca-Cola Company (KO) 0.0 $798k 11k 69.91
Iron Mountain (IRM) 0.0 $785k 9.5k 82.95
Chevron Corporation (CVX) 0.0 $778k 5.1k 152.41
Nextera Energy (NEE) 0.0 $772k 9.6k 80.28
Berkshire Hathaway (BRK.A) 0.0 $755k 1.00 754800.00
Philip Morris International (PM) 0.0 $728k 4.5k 160.40
Bank of America Corporation (BAC) 0.0 $702k 13k 55.00
Vanguard Total Stock Market ETF (VTI) 0.0 $693k 2.1k 335.27
Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $678k 8.5k 79.73
U.S. Bancorp (USB) 0.0 $667k 13k 53.36
Oracle Corporation (ORCL) 0.0 $656k 3.4k 194.91
Facebook Inc cl a (META) 0.0 $654k 990.00 660.09
American Electric Power Company (AEP) 0.0 $634k 5.5k 115.31
Bristol Myers Squibb (BMY) 0.0 $633k 12k 53.94
Arista Networks (ANET) 0.0 $611k 4.7k 131.03
Waste Management (WM) 0.0 $610k 2.8k 219.71
Eli Lilly & Co. (LLY) 0.0 $586k 545.00 1074.68
Emerson Electric (EMR) 0.0 $567k 4.3k 132.70
Goldman Sachs Etf Tr aces ultra shr (GSST) 0.0 $533k 11k 50.47
Regions Financial Corporation (RF) 0.0 $501k 19k 27.10
Blackstone Group Inc Com Cl A (BX) 0.0 $485k 3.1k 154.15
Visa (V) 0.0 $458k 1.3k 350.71
Saia (SAIA) 0.0 $433k 1.3k 326.52
Carrier Global Corporation (CARR) 0.0 $402k 7.6k 52.84
TJX Companies (TJX) 0.0 $374k 2.4k 153.61
Nxp Semiconductors N V (NXPI) 0.0 $371k 1.7k 217.06
Curtiss-Wright (CW) 0.0 $357k 648.00 551.27
Otis Worldwide Corp (OTIS) 0.0 $343k 3.9k 87.35
Mplx (MPLX) 0.0 $312k 5.8k 53.37
Invesco Qqq Trust Series 1 (QQQ) 0.0 $309k 502.00 614.71
iShares S&P MidCap 400 Index (IJH) 0.0 $299k 4.5k 66.00
Axon Enterprise (AXON) 0.0 $295k 520.00 567.93
Wells Fargo & Company (WFC) 0.0 $294k 3.2k 93.20
General Electric (GE) 0.0 $292k 948.00 308.01
Sempra Energy (SRE) 0.0 $291k 3.3k 88.29
Cardinal Health (CAH) 0.0 $289k 1.4k 205.50
Ecolab (ECL) 0.0 $287k 1.1k 262.52
Enterprise Products Partners (EPD) 0.0 $286k 8.9k 32.06
American Centy Etf Tr (AVIG) 0.0 $278k 6.6k 41.92
Altria (MO) 0.0 $277k 4.8k 57.66
Trane Technologies (TT) 0.0 $272k 700.00 389.20
American Centy Etf Tr (AVLV) 0.0 $267k 3.5k 75.77
iShares Russell 1000 Value Index (IWD) 0.0 $260k 1.2k 210.34
Fortune Brands (FBIN) 0.0 $254k 5.1k 50.02
iShares MSCI Emerging Markets Indx (EEM) 0.0 $253k 4.6k 54.71
Palo Alto Networks (PANW) 0.0 $251k 1.4k 184.20
Labcorp Holdings (LH) 0.0 $251k 1.0k 250.88
Pfizer (PFE) 0.0 $247k 9.9k 24.90
Honeywell International (HON) 0.0 $245k 1.3k 195.09
SPDR S&P MidCap 400 ETF (MDY) 0.0 $225k 373.00 602.47
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $209k 446.00 468.76
Moody's Corporation (MCO) 0.0 $204k 400.00 510.85
Charles Schwab Corporation (SCHW) 0.0 $201k 2.0k 99.89
Union Pacific Corporation (UNP) 0.0 $201k 867.00 231.32
Zoetis Inc Cl A (ZTS) 0.0 $197k 1.6k 125.82
Anheuser-Busch InBev NV (BUD) 0.0 $192k 3.0k 64.04
Spdr Series Trust dj ttl mkt etf (SPTM) 0.0 $190k 2.3k 82.50
Capital One Financial (COF) 0.0 $185k 764.00 242.36
iShares S&P SmallCap 600 Index (IJR) 0.0 $180k 1.5k 120.16
Barclays (BCS) 0.0 $179k 7.0k 25.45
J P Morgan Exchange Traded F ultra shrt (JPST) 0.0 $177k 3.5k 50.59
Canadian Pacific Kansas City (CP) 0.0 $177k 2.4k 73.63
Walt Disney Company (DIS) 0.0 $173k 1.5k 113.77
Arch Capital Group (ACGL) 0.0 $173k 1.8k 95.92
UnitedHealth (UNH) 0.0 $164k 496.00 330.11
Duke Energy (DUK) 0.0 $158k 1.3k 117.21
Ge Vernova (GEV) 0.0 $153k 234.00 653.79
O'reilly Automotive (ORLY) 0.0 $151k 1.7k 91.21
Agilon Health (AGL) 0.0 $145k 210k 0.69
iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $145k 1.3k 113.75
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) 0.0 $138k 2.8k 50.25
First Trust Tech AlphaDEX Fnd (FXL) 0.0 $135k 800.00 168.28
Enterprise Financial Services (EFSC) 0.0 $133k 2.5k 54.00
Arthur J. Gallagher & Co. (AJG) 0.0 $131k 505.00 258.79
New Jersey Resources Corporation (NJR) 0.0 $124k 2.7k 46.12
American Centy Etf Tr (AVMC) 0.0 $123k 1.7k 70.65
Ishares Bitcoin Tr (IBIT) 0.0 $122k 2.5k 49.65
American Centy Etf Tr (AVDS) 0.0 $119k 1.7k 69.82
iShares Morningstar Large Growth (ILCG) 0.0 $117k 1.1k 104.08
Ubiquiti (UI) 0.0 $117k 211.00 552.13
Elbit Systems (ESLT) 0.0 $116k 200.00 577.71
Kinder Morgan (KMI) 0.0 $112k 4.1k 27.49
salesforce (CRM) 0.0 $108k 408.00 265.15
First Trust Health Care AlphaDEX (FXH) 0.0 $108k 950.00 113.82
Omni (OMC) 0.0 $107k 1.3k 80.75
Abbott Laboratories (ABT) 0.0 $107k 854.00 125.29
Williams Companies (WMB) 0.0 $107k 1.8k 60.11
Vanguard S&p 500 Etf idx (VOO) 0.0 $107k 170.00 627.14
Targa Res Corp (TRGP) 0.0 $106k 575.00 184.50
Tc Energy Corp (TRP) 0.0 $104k 1.9k 55.01
S&p Global (SPGI) 0.0 $101k 194.00 521.76
Sealed Air (SEE) 0.0 $99k 2.4k 41.43
Vanguard REIT ETF (VNQ) 0.0 $98k 1.1k 88.45
Intuitive Surgical (ISRG) 0.0 $97k 172.00 566.36
HEICO Corporation (HEI) 0.0 $97k 300.00 323.59
Amplify Etf Tr a (DIVO) 0.0 $95k 2.1k 44.50
First Trust DJ Internet Index Fund (FDN) 0.0 $93k 345.00 269.18
iShares S&P SmallCap 600 Growth (IJT) 0.0 $93k 658.00 141.13
Tyler Technologies (TYL) 0.0 $93k 204.00 453.95
Evergy (EVRG) 0.0 $92k 1.3k 72.49
Cheniere Energy (LNG) 0.0 $92k 472.00 194.39
Post Holdings Inc Common (POST) 0.0 $91k 916.00 99.05
Danaher Corporation (DHR) 0.0 $90k 395.00 228.92
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $90k 842.00 107.09
Tri-Continental Corporation (TY) 0.0 $89k 2.7k 32.66
iShares Russell 2000 Value Index (IWN) 0.0 $80k 439.00 181.21
Energy Transfer Equity (ET) 0.0 $80k 4.8k 16.49
Edwards Lifesciences (EW) 0.0 $78k 912.00 85.25
Ishares Tr liquid inc etf (ICSH) 0.0 $77k 1.5k 50.58
Merck & Co (MRK) 0.0 $77k 730.00 105.26
Linde (LIN) 0.0 $76k 177.00 426.40
Quanta Services (PWR) 0.0 $75k 178.00 422.06
Medtronic (MDT) 0.0 $74k 775.00 96.06
Vanguard Dividend Appreciation ETF (VIG) 0.0 $74k 336.00 219.78
Vanguard Growth ETF (VUG) 0.0 $73k 149.00 487.87
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.0 $73k 812.00 89.46
Texas Capital Bancshares (TCBI) 0.0 $72k 800.00 90.54
Energizer Holdings (ENR) 0.0 $71k 3.6k 19.89
Eastman Chemical Company (EMN) 0.0 $70k 1.1k 63.83
Flowers Foods (FLO) 0.0 $69k 6.4k 10.88
Fortinet (FTNT) 0.0 $68k 860.00 79.41
Grayscale Bitcoin Ord (GBTC) 0.0 $67k 986.00 68.36
Metropcs Communications (TMUS) 0.0 $67k 330.00 203.04
Kenvue (KVUE) 0.0 $66k 3.8k 17.25
Spdr Ser Tr spdr russel 2000 (SPSM) 0.0 $65k 1.4k 46.86
Lam Research (LRCX) 0.0 $63k 370.00 171.18
iShares Russell Midcap Growth Idx. (IWP) 0.0 $63k 460.00 136.94
SPDR DJ Wilshire Mid Cap Value (MDYV) 0.0 $63k 740.00 84.71
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $62k 604.00 101.93
Vanguard Europe Pacific ETF (VEA) 0.0 $61k 971.00 62.47
Dominion Resources (D) 0.0 $59k 1.0k 58.59
Vanguard Value ETF (VTV) 0.0 $57k 296.00 190.99
ConocoPhillips (COP) 0.0 $56k 603.00 93.61
Masterbrand Inc-w/i (MBC) 0.0 $56k 5.1k 11.04
KLA-Tencor Corporation (KLAC) 0.0 $56k 46.00 1215.09
Texas Instruments Incorporated (TXN) 0.0 $55k 317.00 173.49
Target Corporation (TGT) 0.0 $54k 549.00 97.83
Janus Short Duration (VNLA) 0.0 $53k 1.1k 49.14
Adobe Systems Incorporated (ADBE) 0.0 $52k 149.00 349.99
Digital World Acquisition (DJTWW) 0.0 $50k 7.1k 7.01
Cleveland-cliffs (CLF) 0.0 $48k 3.6k 13.28
AFLAC Incorporated (AFL) 0.0 $47k 424.00 110.27
Paypal Holdings (PYPL) 0.0 $47k 801.00 58.35
Invesco Variable Rate Preferred Etf etf (VRP) 0.0 $46k 1.9k 24.33
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.0 $46k 200.00 230.21
First Trust Ind/Prod AlphaDEX (FXR) 0.0 $46k 575.00 79.87
Corteva (CTVA) 0.0 $46k 679.00 67.03
Intuit (INTU) 0.0 $44k 67.00 662.43
Intel Corporation (INTC) 0.0 $44k 1.2k 36.90
Travelers Companies (TRV) 0.0 $44k 150.00 290.06
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.0 $43k 800.00 53.66
CVS Caremark Corporation (CVS) 0.0 $43k 535.00 79.36
Newmark Group (NMRK) 0.0 $42k 2.4k 17.34
Eaton (ETN) 0.0 $42k 131.00 318.51
Galectin Therapeutics (GALT) 0.0 $42k 10k 4.16
Plains All American Pipeline (PAA) 0.0 $41k 2.3k 17.96
iShares S&P 500 Value Index (IVE) 0.0 $41k 195.00 211.57
Chubb (CB) 0.0 $41k 130.00 312.12
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.0 $40k 1.3k 30.20
Humana (HUM) 0.0 $39k 153.00 256.13
Lyft (LYFT) 0.0 $39k 2.0k 19.37
First Tr Exchange Traded Fd nasdaq transn (FTXR) 0.0 $38k 975.00 38.76
Bellring Brands (BRBR) 0.0 $38k 1.4k 26.73
First Trust Cnsmer Disry Alpha Fnd (FXD) 0.0 $37k 545.00 68.37
Permian Resources Corp Class A (PR) 0.0 $36k 2.6k 14.03
Coeur d'Alene Mines Corporation (CDE) 0.0 $36k 2.0k 17.83
iShares S&P MidCap 400 Growth (IJK) 0.0 $35k 365.00 96.88
Travel Leisure Ord (TNL) 0.0 $35k 500.00 70.53
Vanguard Health Care ETF (VHT) 0.0 $35k 121.00 287.85
Telefonica 0.0 $34k 8.5k 4.05
Vanguard Small-Cap ETF (VB) 0.0 $34k 132.00 257.95
Wyndham Hotels And Resorts (WH) 0.0 $34k 448.00 75.56
Fiserv (FI) 0.0 $34k 500.00 67.17
Dex (DXCM) 0.0 $33k 500.00 66.37
Vanguard Emerging Markets ETF (VWO) 0.0 $33k 617.00 53.76
Vodafone Group New Adr F (VOD) 0.0 $33k 2.5k 13.21
Motorola Solutions (MSI) 0.0 $33k 85.00 383.33
Blackrock (BLK) 0.0 $32k 30.00 1070.37
Martin Marietta Materials (MLM) 0.0 $32k 51.00 622.67
Allstate Corporation (ALL) 0.0 $31k 150.00 208.15
Teva Pharmaceutical Industries (TEVA) 0.0 $31k 1.0k 31.21
Van Eck Merk Gold Tr gold (OUNZ) 0.0 $31k 749.00 41.48
Unum (UNM) 0.0 $31k 400.00 77.50
Oge Energy Corp (OGE) 0.0 $31k 720.00 42.70
Entergy Corporation (ETR) 0.0 $31k 330.00 92.43
Vanguard Information Technology ETF (VGT) 0.0 $30k 40.00 753.80
Sarepta Therapeutics (SRPT) 0.0 $30k 1.4k 21.52
Asml Holding (ASML) 0.0 $30k 28.00 1069.89
New York Mortgage Tr (ADAM) 0.0 $29k 4.0k 7.30
Alibaba Group Holding (BABA) 0.0 $29k 199.00 146.58
Spotify Technology Sa (SPOT) 0.0 $29k 50.00 580.72
Simon Property (SPG) 0.0 $29k 155.00 185.12
iShares MSCI EAFE Value Index (EFV) 0.0 $29k 401.00 71.32
Live Nation Entertainment (LYV) 0.0 $29k 200.00 142.50
Vanguard High Dividend Yield ETF (VYM) 0.0 $29k 199.00 143.19
SPDR S&P Dividend (SDY) 0.0 $28k 200.00 139.16
Rxsight (RXST) 0.0 $27k 2.6k 10.42
iShares MSCI Canada Index (EWC) 0.0 $27k 500.00 53.93
Sch Us Mid-cap Etf etf (SCHM) 0.0 $27k 893.00 30.06
Booking Holdings (BKNG) 0.0 $27k 5.00 5355.40
Ishares Inc core msci emkt (IEMG) 0.0 $26k 392.00 67.24
American Tower Reit (AMT) 0.0 $26k 150.00 175.57
Hca Holdings (HCA) 0.0 $26k 56.00 466.88
Tapestry (TPR) 0.0 $26k 204.00 127.77
Dow (DOW) 0.0 $26k 1.1k 23.38
Schwab U S Large Cap Growth ETF (SCHG) 0.0 $25k 765.00 32.64
H&R Block (HRB) 0.0 $25k 570.00 43.58
Novo Nordisk A/S (NVO) 0.0 $25k 488.00 50.88
Adams Express Company (ADX) 0.0 $25k 1.1k 23.32
Bank of New York Mellon Corporation (BK) 0.0 $24k 210.00 116.09
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.0 $24k 322.00 75.44
Getty Realty (GTY) 0.0 $24k 879.00 27.37
Archer Daniels Midland Company (ADM) 0.0 $24k 410.00 57.49
Nike (NKE) 0.0 $23k 362.00 63.76
Consolidated Edison (ED) 0.0 $23k 232.00 99.32
Euronet Worldwide (EEFT) 0.0 $23k 300.00 76.11
Skyworks Solutions (SWKS) 0.0 $22k 351.00 63.41
McKesson Corporation (MCK) 0.0 $22k 27.00 820.30
iShares MSCI EAFE Growth Index (EFG) 0.0 $22k 193.00 113.92
Gfl Environmental Inc sub vtg (GFL) 0.0 $22k 500.00 42.95
Columbia India Consumer Etf etp (INCO) 0.0 $21k 330.00 64.81
Ametek (AME) 0.0 $21k 104.00 205.32
Tractor Supply Company (TSCO) 0.0 $21k 415.00 50.01
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $21k 183.00 111.78
Chipotle Mexican Grill (CMG) 0.0 $20k 550.00 37.00
Palomar Hldgs (PLMR) 0.0 $20k 150.00 134.76
Shopify Inc cl a (SHOP) 0.0 $20k 122.00 160.98
First Solar (FSLR) 0.0 $20k 75.00 261.24
Williams-Sonoma (WSM) 0.0 $19k 108.00 178.59
Applied Materials (AMAT) 0.0 $19k 75.00 257.00
First Horizon National Corporation (FHN) 0.0 $19k 786.00 23.90
AstraZeneca 0.0 $18k 200.00 91.93
Acuity Brands (AYI) 0.0 $18k 51.00 360.06
HSBC Holdings (HSBC) 0.0 $18k 233.00 78.67
Ss&c Technologies Holding (SSNC) 0.0 $18k 207.00 87.42
Ralph Lauren Corp (RL) 0.0 $18k 51.00 353.63
Starbucks Corporation (SBUX) 0.0 $17k 207.00 84.21
Exelixis (EXEL) 0.0 $17k 395.00 43.83
Ares Management Corporation cl a com stk (ARES) 0.0 $17k 107.00 161.64
Fortrea Hldgs (FTRE) 0.0 $17k 1.0k 17.25
Progressive Corporation (PGR) 0.0 $17k 75.00 227.72
Edgewell Pers Care (EPC) 0.0 $17k 1.0k 17.05
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $17k 28.00 605.04
eBay (EBAY) 0.0 $17k 192.00 87.10
iShares S&P US Pref Stock Idx Fnd (PFF) 0.0 $17k 540.00 30.96
Shake Shack Inc cl a (SHAK) 0.0 $16k 200.00 81.17
iShares Gold Trust (IAU) 0.0 $16k 200.00 81.17
Corcept Therapeutics Incorporated (CORT) 0.0 $16k 464.00 34.80
RPM International (RPM) 0.0 $16k 150.00 104.00
Ge Healthcare Technologies I (GEHC) 0.0 $16k 189.00 82.02
CenterPoint Energy (CNP) 0.0 $15k 400.00 38.34
Solstice Advanced Matls (SOLS) 0.0 $15k 313.00 48.58
Morgan Stanley (MS) 0.0 $15k 85.00 177.54
Apa Corporation (APA) 0.0 $15k 600.00 24.46
Reliance Steel & Aluminum (RS) 0.0 $14k 49.00 288.88
J P Morgan Exchange-traded F (JEPI) 0.0 $14k 243.00 57.34
Northern Trust Corporation (NTRS) 0.0 $14k 100.00 136.59
Autodesk (ADSK) 0.0 $13k 43.00 296.02
Banc Of California (BANC) 0.0 $13k 656.00 19.29
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.0 $13k 68.00 185.57
EOG Resources (EOG) 0.0 $13k 120.00 105.02
Cadence Design Systems (CDNS) 0.0 $13k 40.00 312.60
Johnson Controls International Plc equity (JCI) 0.0 $13k 104.00 119.75
Embecta Corporation (EMBC) 0.0 $12k 1.0k 11.88
SPDR Gold Trust (GLD) 0.0 $12k 31.00 396.32
Seagate Technology (STX) 0.0 $12k 44.00 275.41
Vanguard Consumer Discretionary ETF (VCR) 0.0 $12k 30.00 393.93
Verizon Communications (VZ) 0.0 $12k 287.00 40.73
Emcor (EME) 0.0 $12k 19.00 611.84
Mannkind (MNKD) 0.0 $11k 2.0k 5.67
CMS Energy Corporation (CMS) 0.0 $11k 160.00 69.93
Vanguard Admiral Fds Inc equity (VOOG) 0.0 $11k 25.00 444.60
Truist Financial Corp equities (TFC) 0.0 $11k 225.00 49.21
Monolithic Power Systems (MPWR) 0.0 $11k 12.00 906.42
Sable Offshore Corp (SOC) 0.0 $11k 1.2k 9.02
Cinemark Holdings (CNK) 0.0 $11k 452.00 23.24
Lineage (LINE) 0.0 $11k 300.00 35.00
Textron (TXT) 0.0 $11k 120.00 87.17
Transocean (RIG) 0.0 $10k 2.5k 4.13
Comcast Corporation (CMCSA) 0.0 $10k 345.00 29.89
Veralto Corp (VLTO) 0.0 $10k 100.00 99.78
Equinix (EQIX) 0.0 $10k 13.00 766.23
Cme (CME) 0.0 $9.6k 35.00 273.09
Fidelity Wise Origin Bitcoin (FBTC) 0.0 $9.5k 125.00 76.23
Stonex Group (SNEX) 0.0 $9.5k 100.00 95.13
Analog Devices (ADI) 0.0 $9.5k 35.00 271.20
Brp Group (BWIN) 0.0 $9.4k 392.00 24.04
American Centy Etf Tr (AVGE) 0.0 $9.4k 109.00 85.97
Pulte (PHM) 0.0 $9.3k 79.00 117.27
Ford Motor Company (F) 0.0 $9.1k 692.00 13.13
Copart (CPRT) 0.0 $9.0k 231.00 39.15
Fidelity Ethereum Fund Etf (FETH) 0.0 $8.9k 300.00 29.61
Principal Financial (PFG) 0.0 $8.8k 100.00 88.21
Franklin Templeton Etf Tr ftse mexico (FLMX) 0.0 $8.6k 255.00 33.82
Flextronics International Ltd Com Stk (FLEX) 0.0 $8.5k 141.00 60.43
American Express Company (AXP) 0.0 $8.5k 23.00 369.96
Cintas Corporation (CTAS) 0.0 $8.3k 44.00 188.09
iShares MSCI EAFE Index Fund (EFA) 0.0 $8.1k 84.00 96.04
Reddit (RDDT) 0.0 $8.0k 35.00 229.89
Prudential Financial (PRU) 0.0 $8.0k 71.00 112.89
Schwab Strategic Tr cmn (SCHV) 0.0 $8.0k 270.00 29.61
First Trust Iv Enhanced Short (FTSM) 0.0 $8.0k 133.00 60.08
Mondelez Int (MDLZ) 0.0 $7.8k 145.00 53.83
Marsh & McLennan Companies 0.0 $7.8k 42.00 185.52
Grayscale Bitcoin Mini Trust Etf (BTC) 0.0 $7.6k 197.00 38.73
Kroger (KR) 0.0 $7.5k 120.00 62.48
Accenture (ACN) 0.0 $7.2k 27.00 268.33
Capitol Federal Financial (CFFN) 0.0 $6.8k 1.0k 6.81
AutoZone (AZO) 0.0 $6.8k 2.00 3391.50
W.W. Grainger (GWW) 0.0 $6.1k 6.00 1009.17
Te Connectivity (TEL) 0.0 $5.9k 26.00 227.54
Northrop Grumman Corporation (NOC) 0.0 $5.7k 10.00 570.30
Corning Incorporated (GLW) 0.0 $5.7k 65.00 87.57
Roblox Corp (RBLX) 0.0 $5.7k 70.00 81.04
iShares Russell Midcap Value Index (IWS) 0.0 $5.6k 40.00 141.05
Vanguard Mid-Cap Growth ETF (VOT) 0.0 $5.6k 20.00 279.15
iShares Russell 3000 Value Index (IUSV) 0.0 $5.4k 53.00 102.55
Freeport-McMoRan Copper & Gold (FCX) 0.0 $5.4k 106.00 50.79
Republic Services (RSG) 0.0 $5.1k 24.00 211.96
EQT Corporation (EQT) 0.0 $4.8k 89.00 53.61
Msci Emg Ex Ch msci emg ex ch (KEMX) 0.0 $4.5k 121.00 37.05
Sylvamo Corp (SLVM) 0.0 $4.3k 90.00 48.16
Vanguard Small-Cap Growth ETF (VBK) 0.0 $4.2k 14.00 302.14
Sabre (SABR) 0.0 $4.1k 3.0k 1.36
Petroleo Brasileiro SA (PBR) 0.0 $3.9k 327.00 11.85
Ishares Tr msci usavalfct (VLUE) 0.0 $3.8k 28.00 136.75
Coastal Finl Corp Wa (CCB) 0.0 $3.8k 33.00 114.61
Roper Industries (ROP) 0.0 $3.6k 8.00 445.25
Delta Air Lines (DAL) 0.0 $3.5k 50.00 69.40
Wabtec Corporation (WAB) 0.0 $3.4k 16.00 213.50
Consumer Discretionary SPDR (XLY) 0.0 $3.3k 28.00 119.43
Jp Morgan Exchange Traded Fd fund (JMOM) 0.0 $3.2k 47.00 68.17
Financial Select Sector SPDR (XLF) 0.0 $3.1k 57.00 54.77
iShares Morningstar Small Value (ISCV) 0.0 $3.1k 45.00 68.51
Penn National Gaming (PENN) 0.0 $3.0k 200.00 14.75
Moderna (MRNA) 0.0 $2.9k 100.00 29.49
Ishares Tr usa min vo (USMV) 0.0 $2.9k 31.00 94.16
FedEx Corporation (FDX) 0.0 $2.9k 10.00 288.90
Ishares Msci Usa Quality Facto invalid (QUAL) 0.0 $2.8k 14.00 198.64
AECOM Technology Corporation (ACM) 0.0 $2.7k 28.00 95.36
Viatris (VTRS) 0.0 $2.5k 204.00 12.45
Unilever (UL) 0.0 $2.4k 37.00 65.41
Fresenius Medical Care AG & Co. (FMS) 0.0 $2.4k 100.00 23.82
Materials SPDR (XLB) 0.0 $2.4k 52.00 45.37
American Homes 4 Rent-a reit (AMH) 0.0 $2.3k 73.00 32.11
Ark Etf Tr innovation etf (ARKK) 0.0 $2.3k 30.00 76.93
Cigna Corp (CI) 0.0 $2.2k 8.00 275.25
Selectquote Ord (SLQT) 0.0 $2.1k 1.5k 1.41
Nextracker (NXT) 0.0 $2.1k 24.00 87.12
Oddity Tech Cl A Ord (ODD) 0.0 $2.0k 50.00 40.18
Exelon Corporation (EXC) 0.0 $2.0k 46.00 43.61
United Parcel Service (UPS) 0.0 $2.0k 20.00 99.20
Boston Scientific Corporation (BSX) 0.0 $1.8k 19.00 95.37
Casey's General Stores (CASY) 0.0 $1.7k 3.00 553.00
Highpeak Energy (HPK) 0.0 $1.5k 325.00 4.74
Jp Morgan Exchange Traded Fd fund (JVAL) 0.0 $1.5k 30.00 49.10
Service Corporation International (SCI) 0.0 $1.4k 18.00 78.00
On Hldg (ONON) 0.0 $1.4k 30.00 46.50
TransDigm Group Incorporated (TDG) 0.0 $1.3k 1.00 1330.00
Vaneck Vectors Semiconductor Etf semiconductor (SMH) 0.0 $1.3k 4.00 325.25
Dell Technologies (DELL) 0.0 $1.3k 10.00 125.90
Pjt Partners (PJT) 0.0 $1.2k 7.00 167.29
Brighthouse Finl (BHF) 0.0 $1.2k 18.00 64.83
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $1.1k 15.00 73.53
Stryker Corporation (SYK) 0.0 $1.1k 3.00 351.67
Diamondback Energy (FANG) 0.0 $1.1k 7.00 150.43
Lululemon Athletica (LULU) 0.0 $1.0k 5.00 208.00
Timken Company (TKR) 0.0 $1.0k 12.00 84.17
Nio Inc spon ads (NIO) 0.0 $893.007500 175.00 5.10
Biogen Idec (BIIB) 0.0 $880.000000 5.00 176.00
Ingersoll Rand (IR) 0.0 $793.000000 10.00 79.30
Growgeneration Corp (GRWG) 0.0 $750.000000 500.00 1.50
Neurocrine Biosciences (NBIX) 0.0 $710.000000 5.00 142.00
Constellation Brands (STZ) 0.0 $690.000000 5.00 138.00
Occidental Petroleum Corporation (OXY) 0.0 $412.000000 10.00 41.20
Southwest Airlines (LUV) 0.0 $207.000000 5.00 41.40
Tor Dom Bk Cad (TD) 0.0 $189.000000 2.00 94.50
Vanguard Total World Stock Idx (VT) 0.0 $140.000000 1.00 140.00
Phillips 66 (PSX) 0.0 $130.000000 1.00 130.00
The Magnum Ice Cream C F (MICC) 0.0 $127.000000 8.00 15.88
Hewlett Packard Enterprise (HPE) 0.0 $121.000000 5.00 24.20
3D Systems Corporation (DDD) 0.0 $89.000000 50.00 1.78
Inovio Pharmaceuticals (INO) 0.0 $32.000400 18.00 1.78
Envirotech Vehicles (EVTV) 0.0 $23.998000 65.00 0.37
Occidental Petroleum Corp Warrant (OXY.WS) 0.0 $20.000000 1.00 20.00
Trinity Biotech (TRIB) 0.0 $16.000000 20.00 0.80
Workhorse Group (WKHS) 0.0 $6.000000 1.00 6.00
Canopy Growth CORP (CGC) 0.0 $2.000000 1.00 2.00
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