Baker Avenue Asset Management as of Dec. 31, 2025
Portfolio Holdings for Baker Avenue Asset Management
Baker Avenue Asset Management holds 624 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 |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.5 | $239M | 878k | 271.86 | |
| NVIDIA Corporation (NVDA) | 5.3 | $230M | 1.2M | 186.50 | |
| Simpson Manufacturing (SSD) | 3.5 | $152M | 941k | 161.47 | |
| Microsoft Corporation (MSFT) | 3.3 | $143M | 295k | 483.62 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.3 | $100M | 387k | 257.95 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $95M | 139k | 684.94 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.2 | $95M | 1.3M | 74.07 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.1 | $92M | 194k | 473.30 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 2.1 | $90M | 904k | 99.88 | |
| Spdr Series Trust State Street Spd (SPAB) | 2.0 | $85M | 3.3M | 25.75 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.9 | $84M | 421k | 198.62 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $83M | 247k | 335.27 | |
| Vanguard Index Fds Large Cap Etf (VV) | 1.8 | $77M | 245k | 314.80 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $75M | 240k | 313.00 | |
| Amazon (AMZN) | 1.7 | $73M | 318k | 230.82 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.7 | $73M | 2.7M | 26.91 | |
| Ishares Tr Core Univrsl Usd (IUSB) | 1.5 | $67M | 1.4M | 46.54 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $66M | 206k | 322.22 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $62M | 100k | 614.31 | |
| Applovin Corp Com Cl A (APP) | 1.3 | $56M | 83k | 673.82 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 1.2 | $51M | 451k | 113.92 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 1.0 | $45M | 214k | 212.07 | |
| Tesla Motors (TSLA) | 1.0 | $44M | 97k | 449.72 | |
| Parker-Hannifin Corporation (PH) | 1.0 | $43M | 48k | 878.96 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $36M | 660k | 53.76 | |
| Electronic Arts (EA) | 0.8 | $35M | 169k | 204.33 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.8 | $35M | 445k | 77.53 | |
| Ishares Tr Conv Bd Etf (ICVT) | 0.8 | $33M | 336k | 98.50 | |
| Applied Materials (AMAT) | 0.7 | $32M | 124k | 256.99 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.7 | $32M | 282k | 113.10 | |
| Lam Research Corp Com New (LRCX) | 0.7 | $30M | 177k | 171.18 | |
| Caterpillar (CAT) | 0.7 | $30M | 52k | 572.87 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.7 | $29M | 305k | 96.28 | |
| Meta Platforms Cl A (META) | 0.7 | $29M | 44k | 660.09 | |
| Oracle Corporation (ORCL) | 0.7 | $29M | 150k | 194.91 | |
| Ge Aerospace Com New (GE) | 0.7 | $29M | 93k | 308.03 | |
| Bunge Global Sa Com Shs (BG) | 0.6 | $28M | 314k | 89.08 | |
| Advanced Micro Devices (AMD) | 0.6 | $28M | 131k | 214.16 | |
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.6 | $28M | 436k | 63.18 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.6 | $27M | 170k | 160.97 | |
| Broadcom (AVGO) | 0.6 | $27M | 79k | 346.10 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.6 | $27M | 584k | 45.51 | |
| Abbvie (ABBV) | 0.6 | $25M | 109k | 228.49 | |
| Ishares Msci Mexico Etf (EWW) | 0.6 | $25M | 357k | 69.33 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $24M | 198k | 120.34 | |
| Johnson Ctls Intl SHS (JCI) | 0.5 | $23M | 195k | 119.75 | |
| Ubs Group SHS (UBS) | 0.5 | $23M | 503k | 46.31 | |
| Eli Lilly & Co. (LLY) | 0.5 | $23M | 22k | 1074.70 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.5 | $23M | 489k | 47.08 | |
| Ishares Tr Broad Usd High (USHY) | 0.5 | $23M | 613k | 37.40 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.5 | $23M | 533k | 42.87 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $22M | 115k | 191.56 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $22M | 69k | 313.80 | |
| Qualcomm (QCOM) | 0.5 | $21M | 122k | 171.05 | |
| Marvell Technology (MRVL) | 0.5 | $21M | 241k | 84.98 | |
| Uber Technologies (UBER) | 0.5 | $20M | 250k | 81.71 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.5 | $20M | 730k | 27.30 | |
| Freeport-mcmoran CL B (FCX) | 0.5 | $20M | 392k | 50.79 | |
| salesforce (CRM) | 0.5 | $20M | 75k | 264.91 | |
| Cintas Corporation (CTAS) | 0.4 | $19M | 101k | 188.07 | |
| Linde SHS (LIN) | 0.4 | $19M | 44k | 426.39 | |
| Corning Incorporated (GLW) | 0.4 | $19M | 212k | 87.56 | |
| Netflix (NFLX) | 0.4 | $19M | 198k | 93.76 | |
| International Business Machines (IBM) | 0.4 | $18M | 62k | 296.21 | |
| Goldman Sachs (GS) | 0.4 | $18M | 20k | 879.00 | |
| Ishares Msci Japan Etf (EWJ) | 0.4 | $17M | 210k | 80.74 | |
| SLB Com Stk (SLB) | 0.4 | $17M | 434k | 38.38 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $16M | 111k | 146.58 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $15M | 26k | 579.44 | |
| Eaton Corp SHS (ETN) | 0.3 | $15M | 48k | 318.51 | |
| Amphenol Corp Cl A (APH) | 0.3 | $14M | 105k | 135.14 | |
| Ishares Tr Expanded Tech (IGV) | 0.3 | $13M | 127k | 105.69 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $13M | 188k | 71.41 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.3 | $13M | 215k | 62.15 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $13M | 19k | 681.93 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $13M | 135k | 96.03 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $13M | 73k | 173.49 | |
| Charles Schwab Corporation (SCHW) | 0.3 | $12M | 122k | 99.91 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $12M | 21k | 566.36 | |
| Home Depot (HD) | 0.3 | $12M | 35k | 344.10 | |
| Marsh & McLennan Companies | 0.3 | $12M | 63k | 185.52 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 0.3 | $12M | 1.0M | 11.46 | |
| Costco Wholesale Corporation (COST) | 0.3 | $11M | 13k | 862.35 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $11M | 161k | 69.42 | |
| Vulcan Materials Company (VMC) | 0.3 | $11M | 39k | 285.22 | |
| EOG Resources (EOG) | 0.3 | $11M | 104k | 105.01 | |
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.2 | $11M | 247k | 43.94 | |
| Flex Ord (FLEX) | 0.2 | $11M | 177k | 60.42 | |
| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.2 | $11M | 380k | 28.00 | |
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.2 | $11M | 224k | 46.71 | |
| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.2 | $10M | 149k | 69.77 | |
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $9.9M | 61k | 162.01 | |
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $9.9M | 122k | 81.17 | |
| D.R. Horton (DHI) | 0.2 | $9.7M | 67k | 144.03 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.2 | $9.7M | 75k | 129.16 | |
| Norfolk Southern (NSC) | 0.2 | $9.7M | 34k | 288.72 | |
| Diamondback Energy (FANG) | 0.2 | $9.3M | 62k | 150.33 | |
| Coinbase Global Com Cl A (COIN) | 0.2 | $9.0M | 40k | 226.14 | |
| Nasdaq Omx (NDAQ) | 0.2 | $8.9M | 92k | 97.13 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $8.9M | 62k | 143.97 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $8.8M | 197k | 44.71 | |
| Nextera Energy (NEE) | 0.2 | $8.7M | 108k | 80.28 | |
| Travel Leisure Ord (TNL) | 0.2 | $8.6M | 123k | 70.53 | |
| AFLAC Incorporated (AFL) | 0.2 | $8.6M | 78k | 110.27 | |
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $7.6M | 433k | 17.67 | |
| Kla Corp Com New (KLAC) | 0.2 | $7.3M | 6.0k | 1214.99 | |
| Nucor Corporation (NUE) | 0.2 | $7.1M | 44k | 163.11 | |
| PNC Financial Services (PNC) | 0.2 | $6.9M | 33k | 208.73 | |
| Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY) | 0.2 | $6.9M | 345k | 19.89 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $6.8M | 32k | 210.34 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $6.8M | 147k | 46.04 | |
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.2 | $6.6M | 110k | 60.53 | |
| Marriott Intl Cl A (MAR) | 0.2 | $6.5M | 21k | 310.23 | |
| Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $6.4M | 167k | 38.29 | |
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $6.4M | 54k | 117.72 | |
| Danaher Corporation (DHR) | 0.1 | $6.1M | 27k | 228.92 | |
| Visa Com Cl A (V) | 0.1 | $5.9M | 17k | 350.70 | |
| Hca Holdings (HCA) | 0.1 | $5.8M | 12k | 466.86 | |
| Palo Alto Networks (PANW) | 0.1 | $5.6M | 30k | 184.20 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $5.6M | 11k | 502.66 | |
| Servicetitan Shs Cl A (TTAN) | 0.1 | $5.2M | 49k | 106.50 | |
| Intel Corporation (INTC) | 0.1 | $5.2M | 140k | 36.90 | |
| Deere & Company (DE) | 0.1 | $5.2M | 11k | 465.56 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $5.1M | 14k | 373.44 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $5.1M | 93k | 54.71 | |
| Trimble Navigation (TRMB) | 0.1 | $5.0M | 64k | 78.35 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $5.0M | 17k | 287.25 | |
| Amgen (AMGN) | 0.1 | $4.9M | 15k | 327.31 | |
| Citigroup Com New (C) | 0.1 | $4.9M | 42k | 116.69 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $4.7M | 34k | 136.07 | |
| Snowflake Com Shs (SNOW) | 0.1 | $4.7M | 21k | 219.36 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $4.7M | 38k | 121.75 | |
| Ishares Tr Us Telecom Etf (IYZ) | 0.1 | $4.6M | 137k | 33.90 | |
| Bank of America Corporation (BAC) | 0.1 | $4.6M | 84k | 55.00 | |
| Coupang Cl A (CPNG) | 0.1 | $4.5M | 191k | 23.59 | |
| Spdr Series Trust State Street Spd (KCE) | 0.1 | $4.5M | 30k | 149.93 | |
| ConocoPhillips (COP) | 0.1 | $4.4M | 47k | 93.61 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $4.4M | 41k | 107.11 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $4.4M | 70k | 62.47 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $4.3M | 86k | 50.29 | |
| Arista Networks Com Shs (ANET) | 0.1 | $4.3M | 33k | 131.03 | |
| Travelers Companies (TRV) | 0.1 | $4.3M | 15k | 290.06 | |
| Chevron Corporation (CVX) | 0.1 | $4.2M | 28k | 152.41 | |
| Automatic Data Processing (ADP) | 0.1 | $4.1M | 16k | 257.23 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $4.1M | 71k | 57.24 | |
| Progressive Corporation (PGR) | 0.1 | $4.0M | 18k | 227.73 | |
| Shell Spon Ads (SHEL) | 0.1 | $3.9M | 54k | 73.48 | |
| Main Street Capital Corporation (MAIN) | 0.1 | $3.8M | 63k | 60.39 | |
| Global X Fds Lithium Btry Etf (LIT) | 0.1 | $3.8M | 59k | 64.86 | |
| Union Pacific Corporation (UNP) | 0.1 | $3.8M | 16k | 231.33 | |
| Zoom Communications Cl A (ZM) | 0.1 | $3.7M | 43k | 86.29 | |
| Spdr Series Trust State Street Spd (SJNK) | 0.1 | $3.7M | 147k | 25.32 | |
| SYNNEX Corporation (SNX) | 0.1 | $3.7M | 25k | 150.23 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $3.7M | 5.9k | 627.18 | |
| Burlington Stores (BURL) | 0.1 | $3.6M | 13k | 288.85 | |
| Appfolio Com Cl A (APPF) | 0.1 | $3.6M | 15k | 232.65 | |
| 4068594 Enphase Energy (ENPH) | 0.1 | $3.5M | 108k | 32.05 | |
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.1 | $3.4M | 84k | 41.27 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $3.4M | 31k | 110.19 | |
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $3.4M | 85k | 40.35 | |
| Ares Capital Corporation (ARCC) | 0.1 | $3.4M | 168k | 20.23 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $3.4M | 67k | 50.58 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $3.4M | 25k | 135.72 | |
| Johnson & Johnson (JNJ) | 0.1 | $3.3M | 16k | 206.95 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $3.3M | 298k | 11.24 | |
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.1 | $3.3M | 173k | 19.13 | |
| Wal-Mart Stores (WMT) | 0.1 | $3.3M | 30k | 111.41 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $3.3M | 200k | 16.43 | |
| Ptc (PTC) | 0.1 | $3.2M | 19k | 174.21 | |
| Jd.com Spon Ads Cl A (JD) | 0.1 | $3.2M | 111k | 28.70 | |
| Columbia Etf Tr I Multi Sec Muni (MUST) | 0.1 | $3.1M | 152k | 20.61 | |
| Spdr Series Trust State Street Spd (XME) | 0.1 | $3.1M | 30k | 103.61 | |
| United Parcel Service CL B (UPS) | 0.1 | $3.0M | 30k | 99.19 | |
| Sofi Technologies (SOFI) | 0.1 | $3.0M | 115k | 26.18 | |
| Trane Technologies SHS (TT) | 0.1 | $3.0M | 7.6k | 389.18 | |
| Nvent Electric SHS (NVT) | 0.1 | $3.0M | 29k | 101.97 | |
| Monolithic Power Systems (MPWR) | 0.1 | $2.9M | 3.2k | 906.23 | |
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.1 | $2.9M | 60k | 48.17 | |
| Hubspot (HUBS) | 0.1 | $2.9M | 7.2k | 401.31 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $2.9M | 73k | 39.59 | |
| Nio Spon Ads (NIO) | 0.1 | $2.8M | 553k | 5.10 | |
| Devon Energy Corporation (DVN) | 0.1 | $2.8M | 77k | 36.63 | |
| Cisco Systems (CSCO) | 0.1 | $2.8M | 36k | 77.03 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $2.8M | 16k | 177.75 | |
| Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $2.7M | 15k | 179.37 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $2.7M | 54k | 49.65 | |
| Target Corporation (TGT) | 0.1 | $2.7M | 27k | 97.75 | |
| Boston Scientific Corporation (BSX) | 0.1 | $2.7M | 28k | 95.35 | |
| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.1 | $2.6M | 19k | 142.13 | |
| Wells Fargo & Company (WFC) | 0.1 | $2.6M | 28k | 93.20 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $2.6M | 9.3k | 275.39 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $2.4M | 15k | 162.63 | |
| Tempus Ai Cl A (TEM) | 0.1 | $2.4M | 40k | 59.05 | |
| Servicenow (NOW) | 0.1 | $2.4M | 15k | 153.19 | |
| Figure Technology Solutio Com Cl A (FIGR) | 0.1 | $2.3M | 57k | 40.84 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.3M | 3.1k | 753.78 | |
| Xpo Logistics Inc equity (XPO) | 0.1 | $2.3M | 17k | 135.91 | |
| Proshares Tr Ii Ulta Blmbg 2017 (UCO) | 0.1 | $2.2M | 116k | 19.32 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.2M | 28k | 78.81 | |
| Ishares Tr Esg Advanced Uni (EUSB) | 0.1 | $2.2M | 50k | 43.91 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $2.1M | 32k | 66.00 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $2.1M | 6.2k | 342.95 | |
| American Intl Group Com New (AIG) | 0.0 | $2.1M | 24k | 85.55 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $2.0M | 9.1k | 224.68 | |
| Abbott Laboratories (ABT) | 0.0 | $2.0M | 16k | 125.29 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $2.0M | 42k | 47.85 | |
| Cadence Design Systems (CDNS) | 0.0 | $2.0M | 6.4k | 312.60 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $2.0M | 36k | 54.77 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $2.0M | 4.0k | 487.82 | |
| UnitedHealth (UNH) | 0.0 | $2.0M | 6.0k | 330.08 | |
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $2.0M | 59k | 33.02 | |
| Sherwin-Williams Company (SHW) | 0.0 | $2.0M | 6.0k | 324.05 | |
| Martin Marietta Materials (MLM) | 0.0 | $1.9M | 3.1k | 622.74 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $1.9M | 12k | 154.81 | |
| Vnet Group Sponsored Ads A (VNET) | 0.0 | $1.9M | 224k | 8.46 | |
| American Express Company (AXP) | 0.0 | $1.9M | 5.1k | 369.92 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $1.9M | 15k | 128.83 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $1.8M | 18k | 100.38 | |
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $1.7M | 12k | 139.34 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $1.7M | 9.3k | 183.40 | |
| Twilio Cl A (TWLO) | 0.0 | $1.7M | 12k | 142.24 | |
| Coca-Cola Company (KO) | 0.0 | $1.6M | 23k | 69.91 | |
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.0 | $1.6M | 115k | 14.18 | |
| Ge Vernova (GEV) | 0.0 | $1.6M | 2.5k | 653.63 | |
| Cme (CME) | 0.0 | $1.6M | 5.8k | 273.07 | |
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $1.6M | 4.0k | 393.92 | |
| Quanta Services (PWR) | 0.0 | $1.5M | 3.6k | 422.03 | |
| Targa Res Corp (TRGP) | 0.0 | $1.5M | 8.2k | 184.50 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $1.5M | 2.6k | 570.96 | |
| UGI Corporation (UGI) | 0.0 | $1.5M | 40k | 37.43 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.5M | 5.5k | 268.28 | |
| Merck & Co (MRK) | 0.0 | $1.5M | 14k | 105.26 | |
| Domino's Pizza (DPZ) | 0.0 | $1.4M | 3.4k | 416.82 | |
| Cirrus Logic (CRUS) | 0.0 | $1.4M | 12k | 118.50 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $1.4M | 12k | 119.41 | |
| Akamai Technologies (AKAM) | 0.0 | $1.4M | 16k | 87.25 | |
| Snap Cl A (SNAP) | 0.0 | $1.4M | 169k | 8.07 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.4M | 11k | 120.18 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $1.3M | 27k | 48.75 | |
| Pepsi (PEP) | 0.0 | $1.3M | 8.9k | 143.53 | |
| Lowe's Companies (LOW) | 0.0 | $1.3M | 5.3k | 241.17 | |
| Procter & Gamble Company (PG) | 0.0 | $1.3M | 8.9k | 143.31 | |
| Cava Group Ord (CAVA) | 0.0 | $1.3M | 22k | 58.69 | |
| Brinker International (EAT) | 0.0 | $1.3M | 8.7k | 143.51 | |
| Amplitude Com Cl A (AMPL) | 0.0 | $1.2M | 107k | 11.58 | |
| Sarepta Therapeutics (SRPT) | 0.0 | $1.2M | 57k | 21.52 | |
| S&p Global (SPGI) | 0.0 | $1.2M | 2.3k | 522.48 | |
| Expedia Group Com New (EXPE) | 0.0 | $1.2M | 4.2k | 283.30 | |
| Halliburton Company (HAL) | 0.0 | $1.1M | 41k | 28.26 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.1M | 7.6k | 148.69 | |
| Ishares Tr Glob Indstrl Etf (EXI) | 0.0 | $1.1M | 6.4k | 175.35 | |
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $1.1M | 23k | 47.16 | |
| McDonald's Corporation (MCD) | 0.0 | $1.1M | 3.5k | 305.62 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $1.0M | 7.4k | 141.06 | |
| Penumbra (PEN) | 0.0 | $1.0M | 3.4k | 310.91 | |
| Wayfair Cl A (W) | 0.0 | $1.0M | 10k | 100.41 | |
| Wynn Resorts (WYNN) | 0.0 | $1.0M | 8.6k | 120.34 | |
| Vericel (VCEL) | 0.0 | $1.0M | 29k | 36.01 | |
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $1.0M | 25k | 40.63 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $1.0M | 20k | 51.12 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $1.0M | 14k | 74.43 | |
| Williams Companies (WMB) | 0.0 | $1.0M | 17k | 60.11 | |
| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $1.0M | 22k | 45.35 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $982k | 1.6k | 603.28 | |
| TJX Companies (TJX) | 0.0 | $943k | 6.1k | 153.62 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $941k | 4.8k | 194.34 | |
| Colgate-Palmolive Company (CL) | 0.0 | $939k | 12k | 79.02 | |
| General Dynamics Corporation (GD) | 0.0 | $936k | 2.8k | 336.64 | |
| Monster Beverage Corp (MNST) | 0.0 | $920k | 12k | 76.67 | |
| Crown Holdings (CCK) | 0.0 | $909k | 8.8k | 102.97 | |
| Docusign (DOCU) | 0.0 | $877k | 13k | 68.40 | |
| Pulte (PHM) | 0.0 | $871k | 7.4k | 117.27 | |
| Morgan Stanley Com New (MS) | 0.0 | $869k | 4.9k | 177.55 | |
| Booking Holdings (BKNG) | 0.0 | $863k | 161.00 | 5358.46 | |
| Gap (GAP) | 0.0 | $862k | 34k | 25.60 | |
| Micron Technology (MU) | 0.0 | $858k | 3.0k | 285.38 | |
| Genpact SHS (G) | 0.0 | $854k | 18k | 46.78 | |
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $834k | 4.3k | 193.63 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $829k | 4.3k | 190.98 | |
| Ralph Lauren Corp Cl A (RL) | 0.0 | $829k | 2.3k | 353.61 | |
| Zoetis Cl A (ZTS) | 0.0 | $828k | 6.6k | 125.83 | |
| Cummins (CMI) | 0.0 | $802k | 1.6k | 510.53 | |
| Soundhound Ai Class A Com (SOUN) | 0.0 | $799k | 80k | 9.97 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $797k | 14k | 57.92 | |
| McKesson Corporation (MCK) | 0.0 | $793k | 967.00 | 820.04 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $787k | 6.4k | 123.26 | |
| Omega Healthcare Investors (OHI) | 0.0 | $771k | 17k | 44.34 | |
| Abercrombie & Fitch Cl A (ANF) | 0.0 | $769k | 6.1k | 125.86 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $755k | 1.00 | 754800.00 | |
| Analog Devices (ADI) | 0.0 | $755k | 2.8k | 271.19 | |
| Williams-Sonoma (WSM) | 0.0 | $748k | 4.2k | 178.61 | |
| Applied Digital Corp Com New (APLD) | 0.0 | $745k | 30k | 24.52 | |
| Dell Technologies CL C (DELL) | 0.0 | $739k | 5.9k | 125.87 | |
| Brown & Brown (BRO) | 0.0 | $737k | 9.2k | 79.70 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $736k | 4.7k | 155.11 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $734k | 1.9k | 396.40 | |
| Vaneck Etf Trust Long Muni Etf (MLN) | 0.0 | $726k | 41k | 17.53 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $726k | 2.1k | 350.05 | |
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.0 | $721k | 19k | 37.61 | |
| Fox Corp Cl A Com (FOXA) | 0.0 | $713k | 9.8k | 73.07 | |
| Curtiss-Wright (CW) | 0.0 | $710k | 1.3k | 551.27 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $707k | 1.5k | 483.61 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $707k | 3.2k | 219.79 | |
| Kayne Anderson MLP Investment (KYN) | 0.0 | $703k | 57k | 12.38 | |
| Tyson Foods Cl A (TSN) | 0.0 | $703k | 12k | 58.62 | |
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $701k | 7.7k | 91.40 | |
| Dbx Etf Tr Xtrack Mun Infra (RVNU) | 0.0 | $699k | 29k | 24.54 | |
| Allison Transmission Hldngs I (ALSN) | 0.0 | $698k | 7.1k | 97.90 | |
| United Rentals (URI) | 0.0 | $697k | 861.00 | 809.33 | |
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $697k | 12k | 59.28 | |
| Kilroy Realty Corporation (KRC) | 0.0 | $690k | 19k | 37.37 | |
| Clean Harbors (CLH) | 0.0 | $689k | 2.9k | 234.48 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $684k | 8.6k | 79.73 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.0 | $683k | 15k | 45.54 | |
| Atlantic Union B (AUB) | 0.0 | $675k | 19k | 35.30 | |
| Boeing Company (BA) | 0.0 | $671k | 3.1k | 217.09 | |
| Medtronic SHS (MDT) | 0.0 | $659k | 6.9k | 96.06 | |
| Southern Company (SO) | 0.0 | $659k | 7.6k | 87.20 | |
| Stryker Corporation (SYK) | 0.0 | $655k | 1.9k | 351.50 | |
| Boyd Gaming Corporation (BYD) | 0.0 | $652k | 7.7k | 85.24 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $647k | 1.1k | 605.07 | |
| Consolidated Edison (ED) | 0.0 | $645k | 6.5k | 99.32 | |
| Capital One Financial (COF) | 0.0 | $644k | 2.7k | 242.36 | |
| Autodesk (ADSK) | 0.0 | $635k | 2.1k | 296.03 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $631k | 21k | 30.54 | |
| Chubb (CB) | 0.0 | $628k | 2.0k | 312.18 | |
| Paypal Holdings (PYPL) | 0.0 | $626k | 11k | 58.38 | |
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.0 | $622k | 5.3k | 116.41 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $620k | 2.5k | 246.12 | |
| Globant S A (GLOB) | 0.0 | $616k | 9.4k | 65.37 | |
| Walt Disney Company (DIS) | 0.0 | $616k | 5.4k | 113.77 | |
| Prologis (PLD) | 0.0 | $609k | 4.8k | 127.66 | |
| Vaxcyte (PCVX) | 0.0 | $606k | 13k | 46.14 | |
| Natera (NTRA) | 0.0 | $605k | 2.6k | 229.09 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $598k | 7.9k | 75.44 | |
| Ingredion Incorporated (INGR) | 0.0 | $596k | 5.4k | 110.26 | |
| Waste Management (WM) | 0.0 | $593k | 2.7k | 219.74 | |
| Pfizer (PFE) | 0.0 | $588k | 24k | 24.90 | |
| EastGroup Properties (EGP) | 0.0 | $585k | 3.3k | 178.14 | |
| Jabil Circuit (JBL) | 0.0 | $584k | 2.6k | 228.02 | |
| Avery Dennison Corporation (AVY) | 0.0 | $584k | 3.2k | 181.88 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $584k | 1.9k | 303.86 | |
| General Motors Company (GM) | 0.0 | $581k | 7.1k | 81.32 | |
| 10x Genomics Cl A Com (TXG) | 0.0 | $581k | 36k | 16.31 | |
| Illumina (ILMN) | 0.0 | $577k | 4.4k | 131.16 | |
| Paylocity Holding Corporation (PCTY) | 0.0 | $568k | 3.7k | 152.50 | |
| Broadridge Financial Solutions (BR) | 0.0 | $561k | 2.5k | 223.17 | |
| Casey's General Stores (CASY) | 0.0 | $561k | 1.0k | 552.71 | |
| Universal Hlth Svcs CL B (UHS) | 0.0 | $557k | 2.6k | 218.02 | |
| Honeywell International (HON) | 0.0 | $555k | 2.8k | 195.07 | |
| Epam Systems (EPAM) | 0.0 | $555k | 2.7k | 204.88 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $547k | 8.1k | 67.22 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $543k | 1.3k | 412.77 | |
| CBOE Holdings (CBOE) | 0.0 | $542k | 2.2k | 251.00 | |
| FedEx Corporation (FDX) | 0.0 | $540k | 1.9k | 288.81 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $540k | 3.6k | 148.98 | |
| Ecolab (ECL) | 0.0 | $539k | 2.1k | 262.56 | |
| Alliant Energy Corporation (LNT) | 0.0 | $535k | 8.2k | 65.01 | |
| Metropcs Communications (TMUS) | 0.0 | $531k | 2.6k | 203.04 | |
| Snap-on Incorporated (SNA) | 0.0 | $530k | 1.5k | 344.60 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $530k | 9.1k | 58.12 | |
| Dropbox Cl A (DBX) | 0.0 | $528k | 19k | 27.80 | |
| HEICO Corporation (HEI) | 0.0 | $528k | 1.6k | 323.59 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $527k | 2.3k | 227.50 | |
| Illinois Tool Works (ITW) | 0.0 | $526k | 2.1k | 246.33 | |
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $525k | 11k | 49.12 | |
| Tetra Tech (TTEK) | 0.0 | $522k | 16k | 33.54 | |
| Essex Property Trust (ESS) | 0.0 | $521k | 2.0k | 261.68 | |
| Citizens Financial (CFG) | 0.0 | $518k | 8.9k | 58.41 | |
| Nortonlifelock (GEN) | 0.0 | $513k | 19k | 27.19 | |
| Synchrony Financial (SYF) | 0.0 | $513k | 6.1k | 83.43 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $512k | 7.9k | 65.10 | |
| MGIC Investment (MTG) | 0.0 | $508k | 17k | 29.22 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $506k | 17k | 29.89 | |
| Five Below (FIVE) | 0.0 | $506k | 2.7k | 188.38 | |
| Blackrock (BLK) | 0.0 | $502k | 469.00 | 1069.72 | |
| Old Republic International Corporation (ORI) | 0.0 | $500k | 11k | 45.64 | |
| CVS Caremark Corporation (CVS) | 0.0 | $498k | 6.3k | 79.36 | |
| Dynatrace Com New (DT) | 0.0 | $498k | 12k | 43.34 | |
| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $495k | 9.9k | 49.90 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $493k | 21k | 24.04 | |
| Masco Corporation (MAS) | 0.0 | $493k | 7.8k | 63.46 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $492k | 5.2k | 95.09 | |
| Intuit (INTU) | 0.0 | $488k | 736.00 | 662.30 | |
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $487k | 3.7k | 130.08 | |
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $486k | 1.6k | 300.28 | |
| Lamar Advertising Cl A (LAMR) | 0.0 | $482k | 3.8k | 126.58 | |
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $482k | 9.2k | 52.41 | |
| Yeti Hldgs (YETI) | 0.0 | $480k | 11k | 44.17 | |
| Bristol Myers Squibb (BMY) | 0.0 | $479k | 8.9k | 53.94 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $478k | 4.1k | 116.08 | |
| IDEXX Laboratories (IDXX) | 0.0 | $477k | 705.00 | 676.80 | |
| First Industrial Realty Trust (FR) | 0.0 | $476k | 8.3k | 57.27 | |
| Western Digital (WDC) | 0.0 | $469k | 2.7k | 172.25 | |
| Howmet Aerospace (HWM) | 0.0 | $465k | 2.3k | 204.97 | |
| Armstrong World Industries (AWI) | 0.0 | $464k | 2.4k | 191.10 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $457k | 6.6k | 69.40 | |
| National Retail Properties (NNN) | 0.0 | $455k | 12k | 39.63 | |
| State Street Corporation (STT) | 0.0 | $451k | 3.5k | 129.01 | |
| SYSCO Corporation (SYY) | 0.0 | $449k | 6.1k | 73.69 | |
| Skyworks Solutions (SWKS) | 0.0 | $447k | 7.1k | 63.41 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $447k | 8.8k | 50.86 | |
| Watsco, Incorporated (WSO) | 0.0 | $446k | 1.3k | 337.01 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $446k | 4.0k | 110.08 | |
| Public Service Enterprise (PEG) | 0.0 | $445k | 5.5k | 80.30 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $441k | 5.3k | 82.48 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $440k | 2.2k | 199.68 | |
| Emerson Electric (EMR) | 0.0 | $440k | 3.3k | 132.70 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $439k | 16k | 27.43 | |
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $436k | 13k | 33.29 | |
| Sba Communications Corp Cl A (SBAC) | 0.0 | $434k | 2.2k | 193.40 | |
| Moody's Corporation (MCO) | 0.0 | $433k | 848.00 | 510.93 | |
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.0 | $432k | 5.7k | 75.43 | |
| BP Sponsored Adr (BP) | 0.0 | $431k | 12k | 34.73 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $429k | 2.1k | 209.16 | |
| At&t (T) | 0.0 | $427k | 17k | 24.84 | |
| Hldgs (UAL) | 0.0 | $427k | 3.8k | 111.83 | |
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $425k | 32k | 13.25 | |
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $424k | 9.3k | 45.80 | |
| Flowers Foods (FLO) | 0.0 | $415k | 38k | 10.88 | |
| Lennar Corp Cl A (LEN) | 0.0 | $407k | 4.0k | 102.81 | |
| Keurig Dr Pepper (KDP) | 0.0 | $405k | 15k | 28.01 | |
| Valmont Industries (VMI) | 0.0 | $404k | 1.0k | 402.32 | |
| Qorvo (QRVO) | 0.0 | $403k | 4.8k | 84.51 | |
| Fiserv (FI) | 0.0 | $402k | 6.0k | 67.17 | |
| Teradyne (TER) | 0.0 | $399k | 2.1k | 193.60 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $398k | 4.1k | 96.27 | |
| 3M Company (MMM) | 0.0 | $398k | 2.5k | 160.08 | |
| Northern Trust Corporation (NTRS) | 0.0 | $396k | 2.9k | 136.60 | |
| International Flavors & Fragrances (IFF) | 0.0 | $385k | 5.7k | 67.39 | |
| CF Industries Holdings (CF) | 0.0 | $384k | 5.0k | 77.35 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $383k | 16k | 24.37 | |
| AutoZone (AZO) | 0.0 | $383k | 113.00 | 3390.90 | |
| Best Buy (BBY) | 0.0 | $383k | 5.7k | 66.93 | |
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $382k | 2.6k | 144.83 | |
| Pagerduty (PD) | 0.0 | $380k | 29k | 13.11 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $380k | 4.6k | 83.00 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $379k | 808.00 | 468.79 | |
| Centene Corporation (CNC) | 0.0 | $375k | 9.1k | 41.15 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $374k | 3.5k | 106.71 | |
| Acuity Brands (AYI) | 0.0 | $374k | 1.0k | 360.04 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $374k | 2.4k | 154.15 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $371k | 1.6k | 239.64 | |
| MKS Instruments (MKSI) | 0.0 | $371k | 2.3k | 159.80 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $369k | 7.4k | 49.90 | |
| Keysight Technologies (KEYS) | 0.0 | $369k | 1.8k | 203.14 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $368k | 8.2k | 44.69 | |
| Bio-techne Corporation (TECH) | 0.0 | $365k | 6.2k | 58.81 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $364k | 2.1k | 173.53 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $364k | 1.0k | 360.08 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $363k | 3.5k | 102.40 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $362k | 34k | 10.72 | |
| RPM International (RPM) | 0.0 | $361k | 3.5k | 104.00 | |
| Donaldson Company (DCI) | 0.0 | $360k | 4.1k | 88.66 | |
| Evergy (EVRG) | 0.0 | $356k | 4.9k | 72.49 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $355k | 9.6k | 37.00 | |
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $353k | 3.2k | 109.31 | |
| Morningstar (MORN) | 0.0 | $352k | 1.6k | 217.31 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $352k | 8.6k | 40.90 | |
| Verizon Communications (VZ) | 0.0 | $351k | 8.6k | 40.73 | |
| Dupont De Nemours (DD) | 0.0 | $350k | 8.7k | 40.20 | |
| Toll Brothers (TOL) | 0.0 | $349k | 2.6k | 135.22 | |
| Mid-America Apartment (MAA) | 0.0 | $348k | 2.5k | 138.91 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $348k | 5.0k | 69.67 | |
| Hologic (HOLX) | 0.0 | $348k | 4.7k | 74.49 | |
| Etf Ser Solutions Aam S&p 500 (SPDV) | 0.0 | $347k | 10k | 34.65 | |
| Technipfmc (FTI) | 0.0 | $345k | 7.7k | 44.56 | |
| Charles River Laboratories (CRL) | 0.0 | $344k | 1.7k | 199.48 | |
| AGCO Corporation (AGCO) | 0.0 | $343k | 3.3k | 104.32 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $342k | 4.5k | 75.32 | |
| Molson Coors Beverage CL B (TAP) | 0.0 | $342k | 7.3k | 46.68 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $341k | 3.1k | 109.91 | |
| Robert Half International (RHI) | 0.0 | $338k | 12k | 27.16 | |
| Eversource Energy (ES) | 0.0 | $336k | 5.0k | 67.34 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $336k | 2.9k | 117.22 | |
| American Electric Power Company (AEP) | 0.0 | $330k | 2.9k | 115.31 | |
| Fortinet (FTNT) | 0.0 | $330k | 4.2k | 79.41 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $330k | 1.5k | 217.06 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $329k | 1.0k | 323.03 | |
| Insulet Corporation (PODD) | 0.0 | $328k | 1.2k | 284.32 | |
| AutoNation (AN) | 0.0 | $328k | 1.6k | 206.48 | |
| Reynolds Consumer Prods (REYN) | 0.0 | $326k | 14k | 22.92 | |
| Tapestry (TPR) | 0.0 | $323k | 2.5k | 127.75 | |
| Yum! Brands (YUM) | 0.0 | $323k | 2.1k | 151.28 | |
| Wabtec Corporation (WAB) | 0.0 | $322k | 1.5k | 213.51 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $319k | 2.3k | 141.49 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $319k | 2.0k | 157.67 | |
| Zions Bancorporation (ZION) | 0.0 | $316k | 5.4k | 58.54 | |
| Dollar General (DG) | 0.0 | $315k | 2.4k | 132.75 | |
| Match Group (MTCH) | 0.0 | $313k | 9.7k | 32.29 | |
| Woodward Governor Company (WWD) | 0.0 | $312k | 1.0k | 302.32 | |
| Datadog Cl A Com (DDOG) | 0.0 | $310k | 2.3k | 136.01 | |
| O'reilly Automotive (ORLY) | 0.0 | $307k | 3.4k | 91.22 | |
| Equifax (EFX) | 0.0 | $306k | 1.4k | 216.99 | |
| Roku Com Cl A (ROKU) | 0.0 | $306k | 2.8k | 108.48 | |
| American Tower Reit (AMT) | 0.0 | $305k | 1.7k | 175.58 | |
| Cigna Corp (CI) | 0.0 | $304k | 1.1k | 275.14 | |
| L3harris Technologies (LHX) | 0.0 | $303k | 1.0k | 293.51 | |
| Schneider National CL B (SNDR) | 0.0 | $303k | 11k | 26.53 | |
| Transunion (TRU) | 0.0 | $301k | 3.5k | 85.75 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $301k | 6.8k | 44.41 | |
| Unum (UNM) | 0.0 | $300k | 3.9k | 77.50 | |
| Elanco Animal Health (ELAN) | 0.0 | $300k | 13k | 22.63 | |
| A. O. Smith Corporation (AOS) | 0.0 | $296k | 4.4k | 66.89 | |
| Elastic N V Ord Shs (ESTC) | 0.0 | $296k | 3.9k | 75.44 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $295k | 383.00 | 771.27 | |
| First Hawaiian (FHB) | 0.0 | $295k | 12k | 25.30 | |
| Synopsys (SNPS) | 0.0 | $293k | 624.00 | 469.68 | |
| Leidos Holdings (LDOS) | 0.0 | $293k | 1.6k | 180.40 | |
| Assured Guaranty (AGO) | 0.0 | $291k | 3.2k | 89.87 | |
| Ibotta Class A Com Shs (IBTA) | 0.0 | $290k | 13k | 22.73 | |
| Post Holdings Inc Common (POST) | 0.0 | $287k | 2.9k | 99.05 | |
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $287k | 6.0k | 47.57 | |
| Edwards Lifesciences (EW) | 0.0 | $287k | 3.4k | 85.25 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $287k | 2.8k | 101.40 | |
| First American Financial (FAF) | 0.0 | $284k | 4.6k | 61.44 | |
| Philip Morris International (PM) | 0.0 | $284k | 1.8k | 160.40 | |
| Msc Indl Direct Cl A (MSM) | 0.0 | $284k | 3.4k | 84.10 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $283k | 2.9k | 96.88 | |
| Ball Corporation (BALL) | 0.0 | $282k | 5.3k | 52.97 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $282k | 2.4k | 119.33 | |
| Biogen Idec (BIIB) | 0.0 | $281k | 1.6k | 176.01 | |
| MercadoLibre (MELI) | 0.0 | $281k | 140.00 | 2007.64 | |
| Phillips 66 (PSX) | 0.0 | $281k | 2.2k | 129.06 | |
| Xylem (XYL) | 0.0 | $279k | 2.0k | 136.21 | |
| AmerisourceBergen (COR) | 0.0 | $277k | 821.00 | 337.66 | |
| Envista Hldgs Corp (NVST) | 0.0 | $276k | 13k | 21.71 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $275k | 482.00 | 570.03 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $273k | 2.6k | 103.67 | |
| Doordash Cl A (DASH) | 0.0 | $273k | 1.2k | 226.57 | |
| Cardinal Health (CAH) | 0.0 | $273k | 1.3k | 205.46 | |
| Mongodb Cl A (MDB) | 0.0 | $273k | 650.00 | 419.68 | |
| Etsy (ETSY) | 0.0 | $273k | 4.9k | 55.44 | |
| Element Solutions (ESI) | 0.0 | $272k | 11k | 24.99 | |
| Hasbro (HAS) | 0.0 | $271k | 3.3k | 81.99 | |
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $271k | 12k | 23.38 | |
| Ishares Tr Esg Advncd Hy Bd (HYXF) | 0.0 | $270k | 5.7k | 47.26 | |
| Constellation Energy (CEG) | 0.0 | $268k | 759.00 | 353.31 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $268k | 3.1k | 86.25 | |
| Cdw (CDW) | 0.0 | $264k | 1.9k | 136.22 | |
| ON Semiconductor (ON) | 0.0 | $264k | 4.9k | 54.15 | |
| Middleby Corporation (MIDD) | 0.0 | $263k | 1.8k | 148.67 | |
| DaVita (DVA) | 0.0 | $260k | 2.3k | 113.61 | |
| Macy's (M) | 0.0 | $259k | 12k | 22.05 | |
| NetApp (NTAP) | 0.0 | $258k | 2.4k | 107.09 | |
| Exelon Corporation (EXC) | 0.0 | $256k | 5.9k | 43.59 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $256k | 4.3k | 59.93 | |
| Us Bancorp Del Com New (USB) | 0.0 | $256k | 4.8k | 53.36 | |
| Vanguard World Health Car Etf (VHT) | 0.0 | $254k | 881.00 | 287.85 | |
| Invesco SHS (IVZ) | 0.0 | $253k | 9.6k | 26.27 | |
| Becton, Dickinson and (BDX) | 0.0 | $252k | 1.3k | 194.07 | |
| Paycom Software (PAYC) | 0.0 | $249k | 1.6k | 159.36 | |
| Regency Centers Corporation (REG) | 0.0 | $248k | 3.6k | 69.03 | |
| CNA Financial Corporation (CNA) | 0.0 | $247k | 5.2k | 47.74 | |
| Simon Property (SPG) | 0.0 | $246k | 1.3k | 185.04 | |
| Entergy Corporation (ETR) | 0.0 | $245k | 2.7k | 92.43 | |
| PG&E Corporation (PCG) | 0.0 | $245k | 15k | 16.07 | |
| Garmin SHS (GRMN) | 0.0 | $245k | 1.2k | 202.86 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $244k | 1.4k | 170.00 | |
| Spectrum Brands Holding (SPB) | 0.0 | $243k | 4.1k | 59.08 | |
| Atlassian Corporation Cl A (TEAM) | 0.0 | $243k | 1.5k | 162.14 | |
| MasTec (MTZ) | 0.0 | $243k | 1.1k | 217.37 | |
| Steris Shs Usd (STE) | 0.0 | $243k | 957.00 | 253.54 | |
| Kroger (KR) | 0.0 | $242k | 3.9k | 62.48 | |
| BorgWarner (BWA) | 0.0 | $241k | 5.4k | 45.06 | |
| Public Storage (PSA) | 0.0 | $240k | 924.00 | 259.59 | |
| M&T Bank Corporation (MTB) | 0.0 | $240k | 1.2k | 201.53 | |
| T. Rowe Price (TROW) | 0.0 | $239k | 2.3k | 102.36 | |
| WESCO International (WCC) | 0.0 | $238k | 973.00 | 244.64 | |
| Bank Ozk (OZK) | 0.0 | $238k | 5.2k | 46.02 | |
| Ally Financial (ALLY) | 0.0 | $236k | 5.2k | 45.29 | |
| Gates Indl Corp Ord Shs (GTES) | 0.0 | $236k | 11k | 21.47 | |
| Tenet Healthcare Corp Com New (THC) | 0.0 | $235k | 1.2k | 198.72 | |
| Toro Company (TTC) | 0.0 | $234k | 3.0k | 78.72 | |
| Kinder Morgan (KMI) | 0.0 | $232k | 8.5k | 27.49 | |
| Hawaiian Electric Industries (HE) | 0.0 | $231k | 19k | 12.30 | |
| Axon Enterprise (AXON) | 0.0 | $230k | 405.00 | 568.49 | |
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $230k | 4.1k | 56.69 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $228k | 5.0k | 45.98 | |
| Comfort Systems USA (FIX) | 0.0 | $227k | 243.00 | 933.29 | |
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $226k | 3.5k | 64.09 | |
| Huntington Ingalls Inds (HII) | 0.0 | $225k | 661.00 | 340.25 | |
| Gilead Sciences (GILD) | 0.0 | $224k | 1.8k | 122.72 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $224k | 12k | 18.82 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $224k | 3.9k | 57.69 | |
| Starbucks Corporation (SBUX) | 0.0 | $222k | 2.6k | 84.22 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $221k | 880.00 | 250.78 | |
| Ishares Gold Tr Shares Represent (IAUM) | 0.0 | $219k | 5.1k | 42.99 | |
| Fortune Brands (FBIN) | 0.0 | $218k | 4.4k | 50.02 | |
| ConAgra Foods (CAG) | 0.0 | $217k | 13k | 17.31 | |
| Sotera Health (SHC) | 0.0 | $217k | 12k | 17.64 | |
| Axis Cap Hldgs SHS (AXS) | 0.0 | $216k | 2.0k | 107.09 | |
| Fastenal Company (FAST) | 0.0 | $216k | 5.4k | 40.13 | |
| Sap Se Spon Adr (SAP) | 0.0 | $216k | 888.00 | 242.79 | |
| Newmont Mining Corporation (NEM) | 0.0 | $215k | 2.2k | 99.84 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $214k | 1.6k | 131.62 | |
| CSX Corporation (CSX) | 0.0 | $214k | 5.9k | 36.25 | |
| Las Vegas Sands (LVS) | 0.0 | $213k | 3.3k | 65.09 | |
| Iqvia Holdings (IQV) | 0.0 | $213k | 944.00 | 225.40 | |
| ICU Medical, Incorporated (ICUI) | 0.0 | $212k | 1.5k | 142.67 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $209k | 720.00 | 290.33 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $209k | 1.3k | 165.81 | |
| Spdr Series Trust State Street Spd (SHE) | 0.0 | $208k | 1.6k | 132.07 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $208k | 9.0k | 23.03 | |
| Wintrust Financial Corporation (WTFC) | 0.0 | $207k | 1.5k | 139.82 | |
| Edison International (EIX) | 0.0 | $207k | 3.5k | 60.02 | |
| Axalta Coating Sys (AXTA) | 0.0 | $206k | 6.4k | 32.31 | |
| Fidelity National Financial Com Shs (FNF) | 0.0 | $204k | 3.7k | 54.59 | |
| ResMed (RMD) | 0.0 | $203k | 843.00 | 240.88 | |
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $201k | 2.4k | 84.64 | |
| Grand Canyon Education (LOPE) | 0.0 | $201k | 1.2k | 166.31 | |
| Vanguard World Financials Etf (VFH) | 0.0 | $201k | 1.5k | 133.53 | |
| Pimco Dynamic Income SHS (PDI) | 0.0 | $197k | 11k | 17.71 | |
| Jamf Hldg Corp | 0.0 | $172k | 13k | 13.01 | |
| Rithm Capital Corp Com New (RITM) | 0.0 | $167k | 15k | 10.90 | |
| Titan International (TWI) | 0.0 | $157k | 20k | 7.83 | |
| Leggett & Platt (LEG) | 0.0 | $155k | 14k | 11.00 | |
| Vale S A Sponsored Ads (VALE) | 0.0 | $133k | 10k | 13.03 | |
| Adt (ADT) | 0.0 | $122k | 15k | 8.07 | |
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $101k | 16k | 6.30 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $97k | 12k | 8.11 | |
| Ares Coml Real Estate (ACRE) | 0.0 | $97k | 20k | 4.78 | |
| Atai Beckley Nv SHS | 0.0 | $75k | 18k | 4.09 | |
| Ishares Silver Tr Ishares Put Option (SLV) | 0.0 | $47k | 58k | 0.81 |