Atwood & Palmer

Atwood & Palmer as of March 31, 2026

Portfolio Holdings for Atwood & Palmer

Atwood & Palmer holds 531 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Inc Class C cs (GOOG) 3.9 $69M 240k 286.86
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.7 $65M 768k 84.84
Palantir Technologies (PLTR) 3.6 $64M 438k 146.28
Janus Detroit Str Tr (JEMB) 3.4 $60M 1.1M 52.46
iShares Lehman 1-3 Year Treas.Bond (SHY) 3.3 $59M 717k 82.57
Janus Detroit Str Tr (JAAA) 3.3 $58M 1.1M 50.37
American Centy Etf Tr avantis emgmkt (AVEM) 3.1 $54M 671k 80.58
Gilead Sciences (GILD) 2.7 $48M 347k 139.37
United Rentals (URI) 2.4 $43M 59k 728.56
Abbvie (ABBV) 2.4 $42M 194k 217.49
Palmer Square Funds Trust (PSQO) 2.3 $41M 2.0M 20.52
Lockheed Martin Corporation (LMT) 2.3 $41M 68k 604.39
Leidos Holdings (LDOS) 2.3 $40M 257k 155.52
Cisco Systems (CSCO) 2.3 $40M 514k 77.59
Bondbloxx Etf Trust (BBBI) 2.2 $40M 771k 51.43
Fifth Third Ban (FITB) 2.2 $39M 837k 46.46
American Centy Etf Tr (AVIV) 2.1 $37M 499k 74.83
United Therapeutics Corporation (UTHR) 2.1 $37M 62k 592.98
Janus Detroit Str Tr (JSI) 2.0 $36M 699k 51.55
Ameriprise Financial (AMP) 1.9 $34M 77k 444.40
D.R. Horton (DHI) 1.8 $33M 238k 137.22
Apple (AAPL) 1.8 $32M 127k 253.79
Wal-Mart Stores (WMT) 1.8 $32M 260k 124.28
Regeneron Pharmaceuticals (REGN) 1.8 $32M 42k 772.63
MercadoLibre (MELI) 1.8 $32M 18k 1729.02
Generac Holdings (GNRC) 1.7 $31M 159k 195.33
MasterCard Incorporated (MA) 1.7 $30M 60k 499.66
Tortoise North American Pipeline Fund (TPYP) 1.6 $28M 667k 42.36
Goldman Sachs (GS) 1.6 $28M 33k 845.99
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.5 $27M 273k 99.86
Thermo Fisher Scientific (TMO) 1.5 $27M 54k 491.53
NVIDIA Corporation (NVDA) 1.5 $26M 151k 174.40
Vertex Pharmaceuticals Incorporated (VRTX) 1.4 $25M 56k 446.54
L3harris Technologies (LHX) 1.2 $22M 64k 345.15
Garmin (GRMN) 1.2 $22M 93k 232.01
Ishares Ibonds Dec 2028 Term T (IBTI) 1.2 $21M 943k 22.28
Ishares Ibonds Dec 2029 Term T (IBTJ) 1.2 $21M 945k 21.84
Bondbloxx Bb Rated Usd Hy Cb (XBB) 1.1 $20M 500k 40.69
Nokia Corporation (NOK) 1.1 $20M 2.5M 8.04
Ishares Tr 0-5yr hi yl cp (SHYG) 1.1 $19M 458k 42.31
Cdw (CDW) 1.1 $19M 159k 121.02
ON Semiconductor (ON) 1.1 $19M 307k 61.92
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.1 $19M 357k 52.56
Lowe's Companies (LOW) 0.9 $17M 70k 236.28
Uber Technologies (UBER) 0.7 $13M 182k 71.93
Alibaba Group Holding (BABA) 0.7 $13M 101k 125.46
Goldman Sachs Etf Tr activebeta int (GSIE) 0.6 $11M 260k 43.13
Ishares Tr int dev mom fc (IMTM) 0.6 $11M 229k 48.02
Houlihan Lokey Inc cl a (HLI) 0.6 $10M 72k 143.62
Etf Opportunities Trust (VSLU) 0.5 $8.5M 205k 41.81
Alphabet Inc Class A cs (GOOGL) 0.4 $7.1M 25k 287.56
Invesco S&p 500 Equal Weight Etf (RSP) 0.4 $6.8M 35k 191.92
Central BanCo (CBC) 0.4 $6.8M 282k 23.95
Jack Henry & Associates (JKHY) 0.4 $6.4M 40k 158.04
Johnson & Johnson (JNJ) 0.3 $6.0M 25k 244.44
Home Depot (HD) 0.3 $5.8M 18k 328.90
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 0.3 $4.9M 81k 60.44
Goldman Sachs Etf Tr treasuryaccess (GBIL) 0.2 $3.9M 39k 100.19
Kimberly-Clark Corporation (KMB) 0.2 $3.9M 40k 96.47
Commerce Bancshares (CBSH) 0.2 $3.5M 72k 49.20
Becton, Dickinson and (BDX) 0.2 $3.3M 21k 157.23
Applied Finance Ivs Us Smid Etf (IVSS) 0.2 $3.2M 123k 25.95
Procter & Gamble Company (PG) 0.2 $3.0M 20k 144.44
Exxon Mobil Corporation (XOM) 0.2 $2.8M 17k 169.66
JPMorgan Chase & Co. (JPM) 0.1 $2.6M 8.9k 294.17
Raytheon Technologies Corp (RTX) 0.1 $2.6M 13k 192.89
Colgate-Palmolive Company (CL) 0.1 $2.2M 26k 85.23
Pepsi (PEP) 0.1 $2.1M 13k 155.29
Parker-Hannifin Corporation (PH) 0.1 $2.0M 2.3k 895.24
Microsoft Corporation (MSFT) 0.1 $2.0M 5.4k 370.17
Amgen (AMGN) 0.1 $2.0M 5.6k 351.85
Goldman Sachs Etf Tr activebeta eme (GEM) 0.1 $1.9M 45k 43.20
Amazon (AMZN) 0.1 $1.9M 9.2k 208.27
Berkshire Hathaway (BRK.B) 0.1 $1.9M 3.9k 479.20
Caterpillar (CAT) 0.1 $1.8M 2.6k 708.46
Ishares Tr (IBTK) 0.1 $1.8M 90k 19.72
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.1 $1.6M 14k 118.60
Spdr S&p 500 Etf (SPY) 0.1 $1.6M 2.5k 650.37
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 0.1 $1.5M 30k 49.81
Costco Wholesale Corporation (COST) 0.1 $1.4M 1.4k 996.43
UMB Financial Corporation (UMBF) 0.1 $1.2M 11k 112.79
Paychex (PAYX) 0.1 $1.2M 13k 92.12
Hilltop Holdings (HTH) 0.1 $1.2M 33k 35.82
iShares S&P 1500 Index Fund (ITOT) 0.1 $1.2M 8.1k 142.43
iShares S&P 500 Index (IVV) 0.1 $1.1M 1.7k 653.35
Chevron Corporation (CVX) 0.1 $1.1M 5.1k 206.90
Highwoods Properties (HIW) 0.1 $1.0M 48k 21.41
International Business Machines (IBM) 0.1 $1.0M 4.2k 242.39
Janus Detroit Str Tr fund (JMBS) 0.1 $1.0M 23k 45.18
Deere & Company (DE) 0.1 $997k 1.8k 563.30
McDonald's Corporation (MCD) 0.1 $991k 3.2k 310.79
Iron Mountain (IRM) 0.1 $968k 9.5k 102.14
PNC Financial Services (PNC) 0.1 $949k 4.6k 208.09
Broadcom (AVGO) 0.1 $941k 3.0k 309.51
iShares Russell 1000 Growth Index (IWF) 0.1 $892k 2.1k 426.40
Nextera Energy (NEE) 0.0 $884k 9.5k 92.88
Goldman Sachs Etf Tr access hig yld (GHYB) 0.0 $843k 19k 44.57
Coca-Cola Company (KO) 0.0 $842k 11k 76.05
Waters Corporation (WAT) 0.0 $836k 2.8k 297.80
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.0 $809k 2.2k 367.49
Tesla Motors (TSLA) 0.0 $761k 2.0k 371.75
Philip Morris International (PM) 0.0 $725k 4.4k 165.34
American Electric Power Company (AEP) 0.0 $721k 5.5k 131.08
Berkshire Hathaway (BRK.A) 0.0 $718k 1.00 718140.00
Bristol Myers Squibb (BMY) 0.0 $713k 12k 60.65
Automatic Data Processing (ADP) 0.0 $706k 3.5k 203.18
Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $674k 8.5k 79.27
Waste Management (WM) 0.0 $637k 2.8k 229.79
Qualcomm (QCOM) 0.0 $633k 4.9k 128.78
U.S. Bancorp (USB) 0.0 $614k 12k 52.01
TJX Companies (TJX) 0.0 $569k 3.6k 159.70
Emerson Electric (EMR) 0.0 $560k 4.3k 131.00
Arista Networks (ANET) 0.0 $548k 4.5k 122.78
Goldman Sachs Etf Tr aces ultra shr (GSST) 0.0 $534k 11k 50.55
Facebook Inc cl a (META) 0.0 $525k 917.00 572.13
Oracle Corporation (ORCL) 0.0 $506k 3.4k 147.11
Vanguard Total Stock Market ETF (VTI) 0.0 $489k 1.5k 320.81
Eli Lilly & Co. (LLY) 0.0 $488k 530.00 919.77
Regions Financial Corporation (RF) 0.0 $483k 19k 26.12
Bank of America Corporation (BAC) 0.0 $478k 9.8k 48.75
Saia (SAIA) 0.0 $465k 1.3k 351.28
Curtiss-Wright (CW) 0.0 $441k 648.00 681.12
Carrier Global Corporation (CARR) 0.0 $428k 7.6k 56.31
Charles Schwab Corporation (SCHW) 0.0 $428k 4.6k 93.98
Visa (V) 0.0 $396k 1.3k 302.24
Ecolab (ECL) 0.0 $391k 1.5k 266.02
Blackstone Group Inc Com Cl A (BX) 0.0 $366k 3.2k 114.99
Vanguard Mid-Cap Growth ETF (VOT) 0.0 $361k 1.4k 257.30
Vanguard High Dividend Yield ETF (VYM) 0.0 $345k 2.3k 148.09
Enterprise Products Partners (EPD) 0.0 $338k 8.9k 37.84
Vanguard Mid-Cap Value ETF (VOE) 0.0 $338k 1.8k 184.31
Nxp Semiconductors N V (NXPI) 0.0 $336k 1.7k 196.86
Mplx (MPLX) 0.0 $334k 5.8k 57.07
Sempra Energy (SRE) 0.0 $322k 3.3k 97.17
Altria (MO) 0.0 $317k 4.8k 65.99
iShares S&P MidCap 400 Index (IJH) 0.0 $296k 4.4k 67.53
Otis Worldwide Corp (OTIS) 0.0 $295k 3.8k 77.08
Amphenol Corporation (APH) 0.0 $293k 2.3k 126.35
Trane Technologies (TT) 0.0 $292k 700.00 416.74
Intel Corporation (INTC) 0.0 $291k 6.6k 44.13
Invesco Qqq Trust Series 1 (QQQ) 0.0 $290k 503.00 576.90
Honeywell International (HON) 0.0 $284k 1.3k 226.03
American Centy Etf Tr (AVLV) 0.0 $284k 3.5k 80.60
Pfizer (PFE) 0.0 $282k 10k 28.08
American Centy Etf Tr (AVIG) 0.0 $276k 6.6k 41.54
General Electric (GE) 0.0 $271k 954.00 283.89
Labcorp Holdings (LH) 0.0 $267k 1.0k 266.81
iShares Russell 1000 Value Index (IWD) 0.0 $264k 1.2k 213.67
iShares MSCI Emerging Markets Indx (EEM) 0.0 $256k 4.5k 56.79
Eaton (ETN) 0.0 $255k 714.00 357.67
Ishares Tr core div grwth (DGRO) 0.0 $253k 3.6k 70.17
Wells Fargo & Company (WFC) 0.0 $239k 3.0k 79.61
Cardinal Health (CAH) 0.0 $233k 1.1k 211.31
SPDR S&P MidCap 400 ETF (MDY) 0.0 $230k 373.00 615.94
Axon Enterprise (AXON) 0.0 $221k 520.00 424.69
Palo Alto Networks (PANW) 0.0 $218k 1.4k 160.32
Ge Vernova (GEV) 0.0 $204k 234.00 873.43
Fortune Brands (FBIN) 0.0 $198k 5.1k 38.97
Union Pacific Corporation (UNP) 0.0 $197k 810.00 242.62
Spdr Series Trust dj ttl mkt etf (SPTM) 0.0 $182k 2.3k 79.06
J P Morgan Exchange Traded F ultra shrt (JPST) 0.0 $177k 3.5k 50.61
Duke Energy (DUK) 0.0 $177k 1.3k 130.94
iShares S&P SmallCap 600 Index (IJR) 0.0 $175k 1.4k 124.31
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $174k 446.00 390.41
Arch Capital Group (ACGL) 0.0 $173k 1.8k 95.99
Elbit Systems (ESLT) 0.0 $170k 200.00 849.09
Ubiquiti (UI) 0.0 $167k 211.00 789.40
Canadian Pacific Kansas City (CP) 0.0 $163k 2.1k 78.66
O'reilly Automotive (ORLY) 0.0 $152k 1.7k 92.31
Vanguard Mid-Cap ETF (VO) 0.0 $152k 529.00 287.23
iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $151k 1.3k 118.48
Walt Disney Company (DIS) 0.0 $150k 1.6k 96.38
New Jersey Resources Corporation (NJR) 0.0 $147k 2.7k 54.92
Targa Res Corp (TRGP) 0.0 $144k 575.00 250.73
Cadence Design Systems (CDNS) 0.0 $140k 505.00 277.87
Capital One Financial (COF) 0.0 $139k 764.00 182.43
Kinder Morgan (KMI) 0.0 $138k 4.1k 33.53
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) 0.0 $138k 2.8k 50.12
Cheniere Energy (LNG) 0.0 $134k 472.00 283.76
Vanguard Large-Cap ETF (VV) 0.0 $134k 448.00 298.91
Enterprise Financial Services (EFSC) 0.0 $133k 2.5k 54.11
Williams Companies (WMB) 0.0 $130k 1.8k 72.78
Barclays (BCS) 0.0 $129k 6.1k 21.16
First Trust Tech AlphaDEX Fnd (FXL) 0.0 $127k 800.00 158.87
American Centy Etf Tr (AVMC) 0.0 $126k 1.7k 72.25
American Centy Etf Tr (AVDS) 0.0 $123k 1.7k 71.86
Tc Energy Corp (TRP) 0.0 $119k 1.9k 62.60
Zoetis Inc Cl A (ZTS) 0.0 $115k 969.00 118.21
iShares Morningstar Large Growth (ILCG) 0.0 $108k 1.1k 95.52
First Trust Health Care AlphaDEX (FXH) 0.0 $104k 950.00 109.77
Evergy (EVRG) 0.0 $104k 1.3k 81.92
Sealed Air 0.0 $101k 2.4k 42.05
Omni (OMC) 0.0 $100k 1.3k 75.31
Draftkings (DKNG) 0.0 $99k 4.6k 21.62
Vanguard REIT ETF (VNQ) 0.0 $99k 1.1k 88.66
Vanguard Small-Cap Value ETF (VBR) 0.0 $98k 451.00 217.04
Quanta Services (PWR) 0.0 $98k 178.00 549.02
Vanguard Small-Cap Growth ETF (VBK) 0.0 $98k 322.00 302.70
Amplify Etf Tr a (DIVO) 0.0 $96k 2.1k 44.85
iShares S&P SmallCap 600 Growth (IJT) 0.0 $95k 658.00 144.67
Energy Transfer Equity (ET) 0.0 $93k 4.8k 19.30
Merck & Co (MRK) 0.0 $93k 772.00 120.29
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $90k 846.00 106.19
Lam Research (LRCX) 0.0 $89k 416.00 213.66
Moody's Corporation (MCO) 0.0 $87k 200.00 436.25
Tri-Continental Corporation (TY) 0.0 $86k 2.7k 31.59
Eastman Chemical Company (EMN) 0.0 $84k 1.1k 76.32
iShares Russell 2000 Value Index (IWN) 0.0 $83k 439.00 189.59
S&p Global (SPGI) 0.0 $83k 194.00 425.57
HEICO Corporation (HEI) 0.0 $82k 300.00 274.20
First Trust DJ Internet Index Fund (FDN) 0.0 $81k 345.00 234.03
Vanguard S&p 500 Etf idx (VOO) 0.0 $81k 135.00 597.56
ConocoPhillips (COP) 0.0 $80k 603.00 132.00
Intuitive Surgical (ISRG) 0.0 $79k 172.00 460.99
Ishares Tr liquid inc etf (ICSH) 0.0 $77k 1.5k 50.62
Linde (LIN) 0.0 $77k 155.00 495.76
Ishares Bitcoin Tr (IBIT) 0.0 $77k 2.0k 38.42
Texas Capital Bancshares (TCBI) 0.0 $76k 800.00 94.88
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.0 $74k 812.00 90.53
Edwards Lifesciences (EW) 0.0 $73k 916.00 80.08
UnitedHealth (UNH) 0.0 $73k 269.00 270.59
Vanguard Dividend Appreciation ETF (VIG) 0.0 $72k 336.00 215.06
Post Holdings Inc Common (POST) 0.0 $71k 716.00 98.86
Fortinet (FTNT) 0.0 $70k 860.00 81.72
Tyler Technologies (TYL) 0.0 $70k 204.00 342.38
Metropcs Communications (TMUS) 0.0 $69k 330.00 210.03
KLA-Tencor Corporation (KLAC) 0.0 $68k 46.00 1472.41
Medtronic (MDT) 0.0 $67k 775.00 86.65
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $67k 605.00 110.52
Agilon Health (AGL) 0.0 $66k 8.4k 7.91
Kenvue (KVUE) 0.0 $66k 3.9k 17.24
Vanguard Growth ETF (VUG) 0.0 $65k 149.00 436.79
SPDR DJ Wilshire Mid Cap Value (MDYV) 0.0 $63k 744.00 85.13
Target Corporation (TGT) 0.0 $63k 518.00 121.10
Vanguard Europe Pacific ETF (VEA) 0.0 $62k 971.00 64.08
Dominion Resources (D) 0.0 $62k 1.0k 61.82
Abbott Laboratories (ABT) 0.0 $60k 582.00 102.67
Energizer Holdings (ENR) 0.0 $59k 3.6k 16.42
iShares Russell Midcap Growth Idx. (IWP) 0.0 $59k 460.00 128.12
Corteva (CTVA) 0.0 $59k 699.00 83.71
Danaher Corporation (DHR) 0.0 $57k 300.00 189.60
Arthur J. Gallagher & Co. (AJG) 0.0 $55k 255.00 216.58
salesforce (CRM) 0.0 $55k 293.00 186.90
Permian Resources Corp Class A (PR) 0.0 $55k 2.6k 21.32
Servicenow (NOW) 0.0 $52k 500.00 104.55
Grayscale Bitcoin Ord (GBTC) 0.0 $52k 986.00 52.76
Flowers Foods (FLO) 0.0 $52k 6.4k 8.15
Texas Instruments Incorporated (TXN) 0.0 $52k 267.00 194.14
Vanguard Small-Cap ETF (VB) 0.0 $52k 197.00 261.92
Plains All American Pipeline (PAA) 0.0 $51k 2.3k 22.33
Janus Short Duration (VNLA) 0.0 $51k 1.1k 48.86
First Trust Ind/Prod AlphaDEX (FXR) 0.0 $47k 575.00 81.63
Dow (DOW) 0.0 $46k 1.1k 41.65
Travelers Companies (TRV) 0.0 $44k 150.00 291.68
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.0 $43k 800.00 54.11
Invesco Variable Rate Preferred Etf etf (VRP) 0.0 $43k 1.8k 23.98
Chubb (CB) 0.0 $42k 130.00 325.93
Masterbrand Inc-w/i (MBC) 0.0 $42k 5.1k 8.31
iShares S&P 500 Value Index (IVE) 0.0 $41k 195.00 211.45
Vanguard Value ETF (VTV) 0.0 $41k 208.00 196.20
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.0 $40k 1.3k 30.07
CVS Caremark Corporation (CVS) 0.0 $38k 535.00 71.82
First Tr Exchange Traded Fd nasdaq transn (FTXR) 0.0 $37k 975.00 38.11
Entergy Corporation (ETR) 0.0 $37k 330.00 112.36
Asml Holding (ASML) 0.0 $37k 28.00 1320.86
Motorola Solutions (MSI) 0.0 $37k 85.00 433.98
iShares S&P MidCap 400 Growth (IJK) 0.0 $37k 365.00 100.62
Wyndham Hotels And Resorts (WH) 0.0 $36k 448.00 81.23
Newmark Group (NMRK) 0.0 $36k 2.4k 14.99
Digital World Acquisition (DJTWW) 0.0 $35k 7.1k 4.95
First Trust Cnsmer Disry Alpha Fnd (FXD) 0.0 $35k 545.00 64.02
Travel Leisure Ord (TNL) 0.0 $35k 500.00 69.19
AFLAC Incorporated (AFL) 0.0 $35k 315.00 109.71
Oge Energy Corp (OGE) 0.0 $35k 720.00 47.96
Van Eck Merk Gold Tr gold (OUNZ) 0.0 $34k 749.00 45.05
Vanguard Emerging Markets ETF (VWO) 0.0 $33k 617.00 54.05
Vanguard Health Care ETF (VHT) 0.0 $33k 121.00 272.33
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.0 $32k 150.00 215.98
Dex (DXCM) 0.0 $31k 500.00 62.80
Allstate Corporation (ALL) 0.0 $31k 150.00 207.34
Applied Materials (AMAT) 0.0 $31k 90.00 341.80
Live Nation Entertainment (LYV) 0.0 $31k 200.00 152.51
Sarepta Therapeutics (SRPT) 0.0 $31k 1.4k 21.76
Archer Daniels Midland Company (ADM) 0.0 $31k 419.00 72.69
Cleveland-cliffs (CLF) 0.0 $30k 3.6k 8.45
Simon Property (SPG) 0.0 $30k 163.00 186.53
Adobe Systems Incorporated (ADBE) 0.0 $30k 124.00 243.08
Martin Marietta Materials (MLM) 0.0 $30k 51.00 588.69
iShares MSCI EAFE Value Index (EFV) 0.0 $30k 401.00 74.26
Tapestry (TPR) 0.0 $30k 209.00 141.11
New York Mortgage Tr (ADAM) 0.0 $29k 4.0k 7.36
Spdr Ser Tr spdr russel 2000 (SPSM) 0.0 $29k 607.00 48.32
SPDR S&P Dividend (SDY) 0.0 $29k 200.00 145.94
Getty Realty (GTY) 0.0 $28k 879.00 31.80
Vanguard Information Technology ETF (VGT) 0.0 $28k 40.00 697.73
Fiserv (FISV) 0.0 $28k 500.00 55.80
Galectin Therapeutics (GALT) 0.0 $28k 10k 2.79
Sch Us Mid-cap Etf etf (SCHM) 0.0 $28k 895.00 30.95
Hca Holdings (HCA) 0.0 $27k 58.00 473.24
iShares MSCI Canada Index (EWC) 0.0 $27k 500.00 54.79
Ishares Inc core msci emkt (IEMG) 0.0 $27k 392.00 69.77
Humana (HUM) 0.0 $27k 153.00 173.39
Consolidated Edison (ED) 0.0 $26k 232.00 113.18
American Tower Reit (AMT) 0.0 $26k 150.00 172.58
Apa Corporation (APA) 0.0 $26k 600.00 42.44
Paypal Holdings (PYPL) 0.0 $25k 550.00 45.23
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.0 $24k 315.00 77.11
Spotify Technology Sa (SPOT) 0.0 $24k 50.00 484.92
Solstice Advanced Matls (SOLS) 0.0 $24k 313.00 76.16
McKesson Corporation (MCK) 0.0 $23k 27.00 865.37
Adams Express Company (ADX) 0.0 $23k 1.1k 21.89
Ametek (AME) 0.0 $23k 107.00 214.36
Schwab U S Large Cap Growth ETF (SCHG) 0.0 $22k 766.00 29.15
Seagate Technology (STX) 0.0 $22k 55.00 391.76
iShares MSCI EAFE Growth Index (EFG) 0.0 $22k 193.00 111.37
Edgewell Pers Care (EPC) 0.0 $21k 1.0k 21.34
Booking Holdings (BKNG) 0.0 $21k 5.00 4210.40
Morgan Stanley (MS) 0.0 $21k 127.00 164.57
Gfl Environmental Inc sub vtg (GFL) 0.0 $21k 500.00 41.72
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $20k 183.00 111.18
Euronet Worldwide (EEFT) 0.0 $20k 300.00 66.37
Sable Offshore Corp (SOC) 0.0 $20k 1.2k 16.52
Astrazeneca Plc Ord (AZN) 0.0 $20k 100.00 197.22
Blackrock (BLK) 0.0 $19k 20.00 961.75
HSBC Holdings (HSBC) 0.0 $19k 233.00 82.49
Nike (NKE) 0.0 $19k 362.00 52.86
Tractor Supply Company (TSCO) 0.0 $19k 415.00 45.30
Skyworks Solutions (SWKS) 0.0 $19k 351.00 53.55
Corcept Therapeutics Incorporated (CORT) 0.0 $19k 464.00 40.31
Starbucks Corporation (SBUX) 0.0 $19k 207.00 89.59
Ralph Lauren Corp (RL) 0.0 $18k 53.00 344.00
Columbia India Consumer Etf etp (INCO) 0.0 $18k 330.00 54.97
H&R Block (HRB) 0.0 $18k 570.00 31.74
Novo Nordisk A/S (NVO) 0.0 $18k 488.00 36.75
Palomar Hldgs (PLMR) 0.0 $18k 150.00 119.50
Shake Shack Inc cl a (SHAK) 0.0 $18k 200.00 88.47
iShares Gold Trust (IAU) 0.0 $18k 200.00 88.16
Chipotle Mexican Grill (CMG) 0.0 $18k 550.00 32.01
EOG Resources (EOG) 0.0 $17k 120.00 144.57
CenterPoint Energy (CNP) 0.0 $17k 400.00 43.16
Exelixis (EXEL) 0.0 $17k 395.00 42.89
Transocean (RIG) 0.0 $17k 2.5k 6.63
iShares Russell Midcap Index Fund (IWR) 0.0 $16k 165.00 97.23
Verizon Communications (VZ) 0.0 $16k 312.00 50.20
First Solar (FSLR) 0.0 $16k 79.00 197.27
Monolithic Power Systems (MPWR) 0.0 $15k 14.00 1093.36
iShares S&P US Pref Stock Idx Fnd (PFF) 0.0 $15k 500.00 30.32
Johnson Controls International Plc equity (JCI) 0.0 $15k 115.00 130.96
RPM International (RPM) 0.0 $15k 150.00 99.40
Progressive Corporation (PGR) 0.0 $15k 75.00 198.24
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $15k 28.00 522.71
Bellring Brands (BRBR) 0.0 $15k 908.00 16.09
Shopify Inc cl a (SHOP) 0.0 $15k 122.00 118.62
Acuity Brands (AYI) 0.0 $14k 51.00 280.24
Emcor (EME) 0.0 $14k 19.00 738.32
Ss&c Technologies Holding (SSNC) 0.0 $14k 207.00 67.57
Northern Trust Corporation (NTRS) 0.0 $14k 100.00 139.57
Anheuser-Busch InBev NV (BUD) 0.0 $14k 200.00 69.37
Ge Healthcare Technologies I (GEHC) 0.0 $14k 189.00 71.19
SPDR Gold Trust (GLD) 0.0 $13k 31.00 430.29
Bank of New York Mellon Corporation (BK) 0.0 $13k 110.00 118.64
ProShares Ultra S&P500 (SSO) 0.0 $13k 250.00 51.88
Cinemark Holdings (CNK) 0.0 $13k 452.00 28.52
Schwab Strategic Tr us dividend eq (SCHD) 0.0 $13k 413.00 30.64
CMS Energy Corporation (CMS) 0.0 $12k 160.00 77.58
Stonex Group (SNEX) 0.0 $12k 150.00 80.65
Ares Management Corporation cl a com stk (ARES) 0.0 $12k 107.00 109.10
Advanced Micro Devices (AMD) 0.0 $12k 57.00 203.44
Banc Of California (BANC) 0.0 $12k 656.00 17.58
iShares MSCI EAFE Index Fund (EFA) 0.0 $11k 117.00 97.14
Analog Devices (ADI) 0.0 $11k 35.00 318.14
Vanguard Consumer Discretionary ETF (VCR) 0.0 $11k 30.00 359.03
Textron (TXT) 0.0 $11k 120.00 87.57
Truist Financial Corp equities (TFC) 0.0 $10k 225.00 45.97
Cme (CME) 0.0 $10k 35.00 295.37
Vanguard Admiral Fds Inc equity (VOOG) 0.0 $10k 25.00 407.72
Comcast Corporation (CMCSA) 0.0 $9.9k 345.00 28.71
Pulte (PHM) 0.0 $9.9k 84.00 117.62
Lineage (LINE) 0.0 $9.8k 300.00 32.76
Intuit (INTU) 0.0 $9.5k 22.00 432.41
Fortrea Hldgs (FTRE) 0.0 $9.4k 1.0k 9.42
Franklin Templeton Etf Tr ftse mexico (FLMX) 0.0 $9.4k 255.00 36.73
Embecta Corporation (EMBC) 0.0 $9.2k 1.0k 8.84
Principal Financial (PFG) 0.0 $9.0k 100.00 90.11
Brp Group (BWIN) 0.0 $8.6k 392.00 21.95
Mondelez Int (MDLZ) 0.0 $8.4k 145.00 57.64
Ford Motor Company (F) 0.0 $8.1k 700.00 11.54
First Trust Iv Enhanced Short (FTSM) 0.0 $8.0k 133.00 59.93
Innodata Isogen (INOD) 0.0 $7.7k 200.00 38.62
Nano Nuclear Energy (NNE) 0.0 $7.7k 375.00 20.48
Copart (CPRT) 0.0 $7.7k 231.00 33.20
Northrop Grumman Corporation (NOC) 0.0 $7.5k 11.00 682.27
Cintas Corporation (CTAS) 0.0 $7.4k 44.00 169.16
Fidelity Wise Origin Bitcoin (FBTC) 0.0 $7.4k 125.00 59.03
Marsh & McLennan Companies (MRSH) 0.0 $7.3k 42.00 173.45
American Express Company (AXP) 0.0 $7.0k 23.00 302.52
Prudential Financial (PRU) 0.0 $6.9k 71.00 97.69
Petroleo Brasileiro SA (PBR) 0.0 $6.8k 327.00 20.75
AutoZone (AZO) 0.0 $6.8k 2.00 3378.00
W.W. Grainger (GWW) 0.0 $6.5k 6.00 1090.83
Fidelity Ethereum Fund Etf (FETH) 0.0 $6.3k 300.00 20.88
Freeport-McMoRan Copper & Gold (FCX) 0.0 $6.2k 106.00 58.78
Grayscale Bitcoin Mini Trust Etf (BTC) 0.0 $5.9k 197.00 29.99
EQT Corporation (EQT) 0.0 $5.7k 89.00 63.64
Te Connectivity (TEL) 0.0 $5.4k 26.00 209.04
iShares Russell 3000 Value Index (IUSV) 0.0 $5.4k 53.00 102.26
Republic Services (RSG) 0.0 $5.3k 24.00 219.04
Moderna (MRNA) 0.0 $5.1k 100.00 50.80
Msci Emg Ex Ch msci emg ex ch (KEMX) 0.0 $4.9k 121.00 40.51
Mannkind (MNKD) 0.0 $4.9k 2.0k 2.45
Delta Air Lines (DAL) 0.0 $4.9k 73.00 66.49
Wabtec Corporation (WAB) 0.0 $4.7k 19.00 249.95
Reddit (RDDT) 0.0 $4.7k 35.00 134.66
Marathon Petroleum Corp (MPC) 0.0 $4.6k 19.00 244.21
Western Digital (WDC) 0.0 $4.3k 16.00 270.50
Valero Energy Corporation (VLO) 0.0 $4.2k 17.00 247.12
Ishares Tr msci usavalfct (VLUE) 0.0 $4.0k 28.00 142.21
Roblox Corp (RBLX) 0.0 $4.0k 70.00 56.57
Ishares Tr msci usa small (ESML) 0.0 $3.7k 79.00 47.03
FedEx Corporation (FDX) 0.0 $3.6k 10.00 356.20
Sofi Technologies (SOFI) 0.0 $3.1k 197.00 15.88
Ishares Core Intl Stock Etf core (IXUS) 0.0 $3.1k 36.00 86.67
Consumer Discretionary SPDR (XLY) 0.0 $3.1k 28.00 109.00
Prologis (PLD) 0.0 $3.0k 23.00 132.22
Penn National Gaming (PENN) 0.0 $3.0k 200.00 15.03
Equinix (EQIX) 0.0 $2.9k 3.00 980.33
Roper Industries (ROP) 0.0 $2.8k 8.00 353.88
Financial Select Sector SPDR (XLF) 0.0 $2.8k 57.00 49.39
Cummins (CMI) 0.0 $2.7k 5.00 538.20
Ishares Msci Usa Quality Facto invalid (QUAL) 0.0 $2.7k 14.00 191.86
Materials SPDR (XLB) 0.0 $2.6k 52.00 49.98
Coastal Finl Corp Wa (CCB) 0.0 $2.5k 33.00 76.12
Royal Caribbean Cruises (RCL) 0.0 $2.5k 9.00 275.22
AECOM Technology Corporation (ACM) 0.0 $2.4k 28.00 84.82
Keysight Technologies (KEYS) 0.0 $2.3k 8.00 282.38
Exelon Corporation (EXC) 0.0 $2.3k 46.00 49.02
Biogen Idec (BIIB) 0.0 $2.2k 12.00 183.33
Casey's General Stores (CASY) 0.0 $2.2k 3.00 728.00
Autodesk (ADSK) 0.0 $2.2k 9.00 239.44
Cigna Corp (CI) 0.0 $2.1k 8.00 266.75
Technology SPDR (XLK) 0.0 $2.1k 16.00 132.94
Unilever (UL) 0.0 $2.1k 37.00 56.97
American Homes 4 Rent-a reit (AMH) 0.0 $2.0k 73.00 27.93
Boeing Company (BA) 0.0 $2.0k 10.00 199.10
United Parcel Service (UPS) 0.0 $2.0k 20.00 98.40
Ciena Corporation (CIEN) 0.0 $1.9k 5.00 388.40
Howmet Aerospace (HWM) 0.0 $1.8k 8.00 230.50
iShares Barclays 10-20 Yr Tresry Bd (TLH) 0.0 $1.7k 17.00 100.76
Dell Technologies (DELL) 0.0 $1.6k 10.00 164.20
M/a (MTSI) 0.0 $1.6k 7.00 222.14
General Mills (GIS) 0.0 $1.5k 41.00 37.24
Vertiv Holdings Llc vertiv holdings (VRT) 0.0 $1.5k 6.00 250.67
Service Corporation International (SCI) 0.0 $1.5k 18.00 82.56
Jp Morgan Exchange Traded Fd fund (JVAL) 0.0 $1.5k 30.00 48.87
3M Company (MMM) 0.0 $1.5k 10.00 145.30
Coherent Corp (COHR) 0.0 $1.4k 6.00 238.33
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $1.4k 15.00 93.00
State Street Corporation (STT) 0.0 $1.4k 11.00 126.64
Diamondback Energy (FANG) 0.0 $1.4k 7.00 197.86
Comfort Systems USA (FIX) 0.0 $1.4k 1.00 1379.00
Flextronics International Ltd Com Stk (FLEX) 0.0 $1.4k 21.00 65.48
Silicon Laboratories (SLAB) 0.0 $1.2k 6.00 208.17
Timken Company (TKR) 0.0 $1.2k 12.00 100.58
Boston Scientific Corporation (BSX) 0.0 $1.2k 19.00 62.79
TransDigm Group Incorporated (TDG) 0.0 $1.2k 1.00 1159.00
MKS Instruments (MKSI) 0.0 $1.2k 5.00 230.00
Expeditors International of Washington (EXPD) 0.0 $1.1k 8.00 143.25
Nio Inc spon ads (NIO) 0.0 $1.1k 190.00 6.03
Brighthouse Finl (BHF) 0.0 $1.1k 18.00 59.89
Warner Bros. Discovery (WBD) 0.0 $1.1k 39.00 27.46
Jabil Circuit (JBL) 0.0 $1.1k 4.00 265.75
Carnival Corporation (CCL) 0.0 $1.0k 40.00 25.90
Janus Henderson Group Plc Ord (JHG) 0.0 $1.0k 20.00 51.40
On Hldg (ONON) 0.0 $1.0k 30.00 34.03
iShares Lehman Aggregate Bond (AGG) 0.0 $993.000000 10.00 99.30
Stryker Corporation (SYK) 0.0 $986.000100 3.00 328.67
Marriott International (MAR) 0.0 $981.999900 3.00 327.33
Pjt Partners (PJT) 0.0 $978.999700 7.00 139.86
Selectquote Ord (SLQT) 0.0 $945.000000 1.5k 0.63
Cirrus Logic (CRUS) 0.0 $868.000200 6.00 144.67
Capitol Federal Financial (CFFN) 0.0 $855.996000 120.00 7.13
Dover Corporation (DOV) 0.0 $834.000000 4.00 208.50
Ingersoll Rand (IR) 0.0 $802.000000 10.00 80.20
Qorvo (QRVO) 0.0 $774.000000 10.00 77.40
Pure Storage Inc - Class A (PSTG) 0.0 $767.999700 13.00 59.08
Lululemon Athletica (LULU) 0.0 $766.000000 5.00 153.20
Constellation Brands (STZ) 0.0 $750.000000 5.00 150.00
Stifel Financial (SF) 0.0 $740.000000 10.00 74.00
Rockwell Automation (ROK) 0.0 $718.000000 2.00 359.00
Nvent Electric Plc Voting equities (NVT) 0.0 $709.999800 6.00 118.33
Qnity Electronics (Q) 0.0 $693.000000 6.00 115.50
Cbre Group Inc Cl A (CBRE) 0.0 $678.000000 5.00 135.60
Oddity Tech Cl A Ord (ODD) 0.0 $669.000000 50.00 13.38
Neurocrine Biosciences (NBIX) 0.0 $659.000000 5.00 131.80
Occidental Petroleum Corporation (OXY) 0.0 $650.000000 10.00 65.00
Synaptics, Incorporated (SYNA) 0.0 $630.999900 9.00 70.11
M&T Bank Corporation (MTB) 0.0 $621.000000 3.00 207.00
Ingram Micro Hldg Corp (INGM) 0.0 $607.001200 26.00 23.35
Marvell Technology (MRVL) 0.0 $595.000200 6.00 99.17
IDEXX Laboratories (IDXX) 0.0 $562.000000 1.00 562.00
Robinhood Mkts (HOOD) 0.0 $555.000000 8.00 69.38
Growgeneration Corp (GRWG) 0.0 $550.000000 500.00 1.10
Dupont De Nemours (DD) 0.0 $549.999600 12.00 45.83
Astera Labs (ALAB) 0.0 $548.000000 5.00 109.60
Steel Dynamics (STLD) 0.0 $540.000000 3.00 180.00
Hubbell (HUBB) 0.0 $491.000000 1.00 491.00
Allegro Microsystems Ord (ALGM) 0.0 $472.999500 15.00 31.53
Incyte Corporation (INCY) 0.0 $471.000000 5.00 94.20
Versant Media Group (VSNT) 0.0 $444.999600 12.00 37.08
Sharkninja (SN) 0.0 $424.000000 4.00 106.00
Lazard Ltd Shs -a - (LAZ) 0.0 $383.000400 9.00 42.56
Hldgs (UAL) 0.0 $276.999900 3.00 92.33
Highpeak Energy (HPK) 0.0 $276.000000 40.00 6.90
Vaneck Vectors Semiconductor Etf semiconductor (SMH) 0.0 $235.000000 1.00 235.00
Southwest Airlines (LUV) 0.0 $188.000000 5.00 37.60
Tor Dom Bk Cad (TD) 0.0 $187.000000 2.00 93.50
Phillips 66 (PSX) 0.0 $183.000000 1.00 183.00
Ishares Tr etf msci usa (ESGU) 0.0 $142.000000 1.00 142.00
Vanguard Total World Stock Idx (VT) 0.0 $137.000000 1.00 137.00
The Magnum Ice Cream C F (MICC) 0.0 $120.000000 8.00 15.00
Envirotech Vehicles (EVTV) 0.0 $108.998500 65.00 1.68
3D Systems Corporation (DDD) 0.0 $94.000000 50.00 1.88
Advisorshares Tr (MSOS) 0.0 $89.000000 25.00 3.56
Occidental Petroleum Corp Warrant (OXY.WS) 0.0 $43.000000 1.00 43.00
Plug Power (PLUG) 0.0 $34.000500 15.00 2.27
Inovio Pharmaceuticals (INO) 0.0 $32.000400 18.00 1.78
Trinity Biotech (TRIB) 0.0 $11.000000 20.00 0.55
Workhorse Group (WKHS) 0.0 $4.000000 1.00 4.00
Canopy Growth CORP (CGC) 0.0 $1.000000 1.00 1.00
Vaneck Vectors Gold Miners mutual (GDX) 0.0 $0 0 0.00
PROG Holdings (PRG) 0.0 $0 0 0.00