BankPlus Trust Department as of Dec. 31, 2025
Portfolio Holdings for BankPlus Trust Department
BankPlus Trust Department holds 459 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 |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 24.1 | $92M | 135k | 684.94 | |
| Microsoft Corporation (MSFT) | 4.4 | $17M | 35k | 483.62 | |
| Apple (AAPL) | 3.2 | $12M | 46k | 271.86 | |
| John Hancock Exchange Traded multifactor mi (JHMM) | 2.3 | $8.9M | 136k | 65.48 | |
| NVIDIA Corporation (NVDA) | 2.3 | $8.6M | 46k | 186.50 | |
| Eli Lilly & Co. (LLY) | 2.0 | $7.7M | 7.2k | 1074.68 | |
| Progressive Corporation (PGR) | 1.8 | $6.9M | 31k | 227.72 | |
| Abbvie (ABBV) | 1.7 | $6.4M | 28k | 228.49 | |
| Amazon (AMZN) | 1.3 | $5.0M | 22k | 230.82 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $4.4M | 14k | 322.22 | |
| Alphabet Inc Class C cs (GOOG) | 1.2 | $4.4M | 14k | 313.80 | |
| W.W. Grainger (GWW) | 1.1 | $4.4M | 4.3k | 1009.05 | |
| Invesco Qqq Trust Series 1 (QQQ) | 1.1 | $4.3M | 7.0k | 614.31 | |
| Amgen (AMGN) | 1.1 | $4.1M | 13k | 327.31 | |
| Cisco Systems (CSCO) | 1.0 | $3.9M | 51k | 77.03 | |
| Visa (V) | 1.0 | $3.7M | 11k | 350.71 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $3.7M | 30k | 120.34 | |
| Lam Research (LRCX) | 0.9 | $3.6M | 21k | 171.18 | |
| Automatic Data Processing (ADP) | 0.9 | $3.5M | 14k | 257.23 | |
| TJX Companies (TJX) | 0.9 | $3.4M | 22k | 153.61 | |
| Texas Instruments Incorporated (TXN) | 0.8 | $3.2M | 18k | 173.49 | |
| Lockheed Martin Corporation (LMT) | 0.8 | $3.2M | 6.6k | 483.67 | |
| Procter & Gamble Company (PG) | 0.8 | $3.1M | 22k | 143.31 | |
| Home Depot (HD) | 0.8 | $3.1M | 9.0k | 344.10 | |
| Abbott Laboratories (ABT) | 0.8 | $3.1M | 25k | 125.29 | |
| Coca-Cola Company (KO) | 0.8 | $3.1M | 44k | 69.91 | |
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $3.0M | 20k | 154.14 | |
| Fastenal Company (FAST) | 0.7 | $2.7M | 67k | 40.13 | |
| Jp Morgan Exchange Traded Fd fund (JCPB) | 0.7 | $2.7M | 56k | 47.35 | |
| Caterpillar (CAT) | 0.7 | $2.7M | 4.7k | 572.87 | |
| Nextera Energy (NEE) | 0.7 | $2.6M | 33k | 80.28 | |
| Valero Energy Corporation (VLO) | 0.7 | $2.6M | 16k | 162.79 | |
| Wal-Mart Stores (WMT) | 0.7 | $2.6M | 24k | 111.41 | |
| Berkshire Hathaway (BRK.B) | 0.7 | $2.6M | 5.2k | 502.65 | |
| Accenture (ACN) | 0.7 | $2.6M | 9.6k | 268.30 | |
| Oneok (OKE) | 0.6 | $2.5M | 34k | 73.50 | |
| Taiwan Semiconductor Mfg (TSM) | 0.6 | $2.4M | 8.0k | 303.89 | |
| Enbridge (ENB) | 0.6 | $2.4M | 50k | 47.83 | |
| Quest Diagnostics Incorporated (DGX) | 0.6 | $2.3M | 13k | 173.53 | |
| EastGroup Properties (EGP) | 0.6 | $2.1M | 12k | 178.14 | |
| salesforce (CRM) | 0.6 | $2.1M | 8.1k | 264.91 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $2.1M | 6.6k | 313.00 | |
| Digital Realty Trust (DLR) | 0.5 | $2.0M | 13k | 154.71 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $2.0M | 11k | 183.40 | |
| Intuit (INTU) | 0.5 | $2.0M | 3.0k | 662.42 | |
| Walt Disney Company (DIS) | 0.5 | $2.0M | 17k | 113.77 | |
| Bristol Myers Squibb (BMY) | 0.5 | $1.9M | 36k | 53.94 | |
| Ares Capital Corporation (ARCC) | 0.5 | $1.9M | 95k | 20.23 | |
| Truist Financial Corp equities (TFC) | 0.5 | $1.9M | 39k | 49.21 | |
| Brookfield Infrastructure Corp Com Sub Vtg A (BIPC) | 0.5 | $1.9M | 42k | 45.40 | |
| L3harris Technologies (LHX) | 0.5 | $1.8M | 6.2k | 293.57 | |
| J P Morgan Exchange-traded F (JPIE) | 0.5 | $1.8M | 38k | 46.29 | |
| SPDR DJ Wilshire Large Cap (SPYM) | 0.4 | $1.7M | 21k | 80.22 | |
| American Express Company (AXP) | 0.4 | $1.6M | 4.5k | 369.95 | |
| Tesla Motors (TSLA) | 0.4 | $1.6M | 3.6k | 449.72 | |
| iShares Russell 2000 Index (IWM) | 0.4 | $1.6M | 6.5k | 246.16 | |
| Lowe's Companies (LOW) | 0.4 | $1.6M | 6.6k | 241.16 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $1.6M | 2.7k | 579.45 | |
| Pfizer (PFE) | 0.4 | $1.6M | 63k | 24.90 | |
| SYSCO Corporation (SYY) | 0.4 | $1.5M | 21k | 73.69 | |
| Palo Alto Networks (PANW) | 0.4 | $1.5M | 8.3k | 184.20 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $1.4M | 2.1k | 681.92 | |
| Deere & Company (DE) | 0.4 | $1.4M | 3.0k | 465.57 | |
| Mueller Industries (MLI) | 0.4 | $1.4M | 12k | 114.80 | |
| Invesco Buyback Achievers Etf equities (PKW) | 0.4 | $1.4M | 10k | 134.32 | |
| Garmin (GRMN) | 0.4 | $1.4M | 6.8k | 202.85 | |
| Costco Wholesale Corporation (COST) | 0.3 | $1.3M | 1.5k | 862.34 | |
| IDEXX Laboratories (IDXX) | 0.3 | $1.3M | 1.9k | 676.53 | |
| Becton, Dickinson and (BDX) | 0.3 | $1.3M | 6.6k | 194.07 | |
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $1.2M | 4.7k | 258.79 | |
| Prologis (PLD) | 0.3 | $1.2M | 9.4k | 127.66 | |
| Danaher Corporation (DHR) | 0.3 | $1.2M | 5.1k | 228.92 | |
| Merck & Co (MRK) | 0.3 | $1.1M | 11k | 105.26 | |
| Monolithic Power Systems (MPWR) | 0.3 | $1.1M | 1.3k | 906.36 | |
| Honeywell International (HON) | 0.3 | $1.1M | 5.8k | 195.09 | |
| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.3 | $1.1M | 15k | 75.05 | |
| Metropcs Communications (TMUS) | 0.3 | $1.1M | 5.4k | 203.04 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.3 | $1.1M | 10k | 106.70 | |
| Ishares Tr intl dev ql fc (IQLT) | 0.3 | $1.1M | 24k | 45.45 | |
| Citigroup (C) | 0.3 | $1.1M | 9.2k | 116.69 | |
| Asml Holding (ASML) | 0.3 | $1.0M | 970.00 | 1069.86 | |
| Facebook Inc cl a (META) | 0.3 | $1.0M | 1.6k | 660.09 | |
| Edwards Lifesciences (EW) | 0.3 | $1.0M | 12k | 85.25 | |
| Prudential Financial (PRU) | 0.3 | $1.0M | 8.9k | 112.88 | |
| Goldman Sachs (GS) | 0.3 | $999k | 1.1k | 879.00 | |
| Trustmark Corporation (TRMK) | 0.3 | $976k | 25k | 38.95 | |
| Boston Scientific Corporation (BSX) | 0.2 | $940k | 9.9k | 95.35 | |
| Broadcom (AVGO) | 0.2 | $937k | 2.7k | 346.10 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.2 | $927k | 6.5k | 143.52 | |
| Vanguard Growth ETF (VUG) | 0.2 | $922k | 1.9k | 487.86 | |
| Nxp Semiconductors N V (NXPI) | 0.2 | $902k | 4.2k | 217.06 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $896k | 2.6k | 349.99 | |
| Etf Opportunities Trust (VSLU) | 0.2 | $893k | 20k | 44.26 | |
| Allstate Corporation (ALL) | 0.2 | $872k | 4.2k | 208.15 | |
| Pacer Fds Tr us cash cows 100 (COWZ) | 0.2 | $837k | 14k | 60.17 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $822k | 1.4k | 603.28 | |
| Zoetis Inc Cl A (ZTS) | 0.2 | $804k | 6.4k | 125.82 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $793k | 1.7k | 468.76 | |
| Oracle Corporation (ORCL) | 0.2 | $779k | 4.0k | 194.91 | |
| iShares Russell 1000 Index (IWB) | 0.2 | $772k | 2.1k | 373.44 | |
| Stryker Corporation (SYK) | 0.2 | $708k | 2.0k | 351.47 | |
| iShares Russell 1000 Value Index (IWD) | 0.2 | $707k | 3.4k | 210.34 | |
| McDonald's Corporation (MCD) | 0.2 | $702k | 2.3k | 305.63 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.2 | $695k | 15k | 46.86 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.2 | $652k | 12k | 52.88 | |
| Ecolab (ECL) | 0.2 | $646k | 2.5k | 262.52 | |
| Morgan Stanley (MS) | 0.2 | $626k | 3.5k | 177.53 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $615k | 1.4k | 453.36 | |
| Regions Financial Corporation (RF) | 0.2 | $601k | 22k | 27.10 | |
| Johnson & Johnson (JNJ) | 0.2 | $596k | 2.9k | 206.95 | |
| ConocoPhillips (COP) | 0.1 | $572k | 6.1k | 93.61 | |
| Yeti Hldgs (YETI) | 0.1 | $565k | 13k | 44.17 | |
| Southern Company (SO) | 0.1 | $560k | 6.4k | 87.20 | |
| Paypal Holdings (PYPL) | 0.1 | $522k | 8.9k | 58.38 | |
| Petroleo Brasileiro SA (PBR) | 0.1 | $521k | 44k | 11.85 | |
| MasterCard Incorporated (MA) | 0.1 | $519k | 909.00 | 570.88 | |
| Norfolk Southern (NSC) | 0.1 | $518k | 1.8k | 288.72 | |
| Invesco Bulletshares 2027 Corporate Bond Etf bulshs 2027 cb (BSCR) | 0.1 | $500k | 25k | 19.74 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $489k | 1.0k | 473.30 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $478k | 5.8k | 82.82 | |
| Wabtec Corporation (WAB) | 0.1 | $464k | 2.2k | 213.45 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $461k | 2.8k | 162.63 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $452k | 1.3k | 335.27 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $428k | 682.00 | 627.13 | |
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $427k | 4.4k | 96.27 | |
| Fiserv (FI) | 0.1 | $418k | 6.2k | 67.17 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $416k | 6.3k | 66.00 | |
| Jacobs Engineering Group (J) | 0.1 | $410k | 3.1k | 132.46 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $410k | 3.4k | 120.18 | |
| Pepsi (PEP) | 0.1 | $391k | 2.7k | 143.52 | |
| Live Nation Entertainment (LYV) | 0.1 | $372k | 2.6k | 142.50 | |
| Nike (NKE) | 0.1 | $354k | 5.6k | 63.71 | |
| Chevron Corporation (CVX) | 0.1 | $342k | 2.2k | 152.41 | |
| Bny Mellon Etf Trust (BKAG) | 0.1 | $341k | 8.0k | 42.38 | |
| Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) | 0.1 | $331k | 5.7k | 58.12 | |
| Renasant (RNST) | 0.1 | $315k | 8.9k | 35.22 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $314k | 3.5k | 89.46 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $312k | 3.2k | 96.03 | |
| Weyerhaeuser Company (WY) | 0.1 | $308k | 13k | 23.69 | |
| Philip Morris International (PM) | 0.1 | $308k | 1.9k | 160.40 | |
| Palantir Technologies (PLTR) | 0.1 | $304k | 1.7k | 177.75 | |
| Illinois Tool Works (ITW) | 0.1 | $303k | 1.2k | 246.30 | |
| Starbucks Corporation (SBUX) | 0.1 | $302k | 3.6k | 84.21 | |
| Tyler Technologies (TYL) | 0.1 | $299k | 659.00 | 453.95 | |
| T. Rowe Price (TROW) | 0.1 | $297k | 2.9k | 102.38 | |
| Vanguard Value ETF (VTV) | 0.1 | $293k | 1.5k | 190.99 | |
| PNC Financial Services (PNC) | 0.1 | $292k | 1.4k | 208.73 | |
| First Tr Exchange Traded Fd first tr nasdaq (RDVY) | 0.1 | $291k | 4.2k | 69.47 | |
| Watsco, Incorporated (WSO) | 0.1 | $286k | 848.00 | 336.95 | |
| Verizon Communications (VZ) | 0.1 | $278k | 6.8k | 40.73 | |
| Altria (MO) | 0.1 | $276k | 4.8k | 57.66 | |
| SPDR Gold Trust (GLD) | 0.1 | $269k | 678.00 | 396.31 | |
| Encompass Health Corp (EHC) | 0.1 | $267k | 2.5k | 106.14 | |
| Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) | 0.1 | $260k | 5.6k | 46.67 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $259k | 928.00 | 279.14 | |
| Jfrog (FROG) | 0.1 | $258k | 4.1k | 62.46 | |
| Equinix (EQIX) | 0.1 | $258k | 337.00 | 766.16 | |
| Ametek (AME) | 0.1 | $255k | 1.2k | 205.31 | |
| Cigna Corp (CI) | 0.1 | $254k | 923.00 | 275.23 | |
| Chubb (CB) | 0.1 | $251k | 803.00 | 312.12 | |
| Technipfmc (FTI) | 0.1 | $242k | 5.4k | 44.56 | |
| Coupang (CPNG) | 0.1 | $235k | 10k | 23.59 | |
| Eaton (ETN) | 0.1 | $234k | 735.00 | 318.51 | |
| Schlumberger (SLB) | 0.1 | $230k | 6.0k | 38.38 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $230k | 1.2k | 191.56 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $226k | 2.3k | 96.28 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $223k | 2.2k | 99.91 | |
| Fidelity Wise Origin Bitcoin (FBTC) | 0.1 | $223k | 2.9k | 76.23 | |
| Godaddy Inc cl a (GDDY) | 0.1 | $223k | 1.8k | 124.08 | |
| Invesco Exch Trd Slf Idx Fd Tr etfbd (BSCQ) | 0.1 | $221k | 11k | 19.57 | |
| Travelers Companies (TRV) | 0.1 | $218k | 750.00 | 290.06 | |
| Powershares Dwa Technical Leaders Portfolio dwa momentum (PDP) | 0.1 | $213k | 1.8k | 116.40 | |
| Archrock (AROC) | 0.1 | $208k | 8.0k | 26.02 | |
| Emcor (EME) | 0.1 | $207k | 338.00 | 611.79 | |
| Ishares Inc core msci emkt (IEMG) | 0.1 | $198k | 2.9k | 67.22 | |
| iShares Silver Trust (SLV) | 0.1 | $197k | 3.1k | 64.42 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $196k | 3.4k | 57.49 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $195k | 405.00 | 480.57 | |
| Rollins (ROL) | 0.0 | $191k | 3.2k | 60.02 | |
| Snap-on Incorporated (SNA) | 0.0 | $186k | 541.00 | 344.60 | |
| Micron Technology (MU) | 0.0 | $185k | 648.00 | 285.41 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $184k | 570.00 | 323.01 | |
| WisdomTree MidCap Dividend Fund (DON) | 0.0 | $182k | 3.5k | 51.60 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $181k | 1.3k | 141.14 | |
| International Business Machines (IBM) | 0.0 | $170k | 574.00 | 296.21 | |
| Marvell Technology (MRVL) | 0.0 | $167k | 2.0k | 84.98 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 0.0 | $158k | 7.1k | 22.41 | |
| Invesco Exch Trd Slf Idx Fd invsco blsh 28 (BSCS) | 0.0 | $158k | 7.7k | 20.60 | |
| CarMax (KMX) | 0.0 | $158k | 4.1k | 38.64 | |
| Antero Midstream Corp antero midstream (AM) | 0.0 | $152k | 8.5k | 17.79 | |
| Aon (AON) | 0.0 | $152k | 430.00 | 352.88 | |
| Phreesia (PHR) | 0.0 | $150k | 8.9k | 16.92 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $147k | 1.2k | 123.26 | |
| Invesco Nasdaq 100 Etf (QQQM) | 0.0 | $146k | 577.00 | 252.92 | |
| Lululemon Athletica (LULU) | 0.0 | $144k | 695.00 | 207.81 | |
| Bank of America Corporation (BAC) | 0.0 | $144k | 2.6k | 55.00 | |
| UnitedHealth (UNH) | 0.0 | $143k | 432.00 | 330.11 | |
| Applied Materials (AMAT) | 0.0 | $142k | 553.00 | 256.99 | |
| Atmos Energy Corporation (ATO) | 0.0 | $141k | 842.00 | 167.63 | |
| iShares Morningstar Mid Growth Idx (IMCG) | 0.0 | $140k | 1.8k | 79.84 | |
| Union Pacific Corporation (UNP) | 0.0 | $139k | 600.00 | 231.32 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $136k | 611.00 | 223.23 | |
| Industrial SPDR (XLI) | 0.0 | $130k | 838.00 | 155.12 | |
| Intuitive Surgical (ISRG) | 0.0 | $124k | 219.00 | 566.36 | |
| Technology SPDR (XLK) | 0.0 | $121k | 838.00 | 143.97 | |
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.0 | $121k | 1.3k | 90.00 | |
| Linde (LIN) | 0.0 | $119k | 279.00 | 426.39 | |
| John Hancock Patriot Premium Div Fund II (PDT) | 0.0 | $113k | 8.9k | 12.70 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $112k | 1.4k | 79.73 | |
| SPDR S&P Dividend (SDY) | 0.0 | $107k | 765.00 | 139.16 | |
| Motorola Solutions (MSI) | 0.0 | $104k | 271.00 | 383.32 | |
| MetLife (MET) | 0.0 | $99k | 1.3k | 78.94 | |
| Coreweave Inc Com Cl A (CRWV) | 0.0 | $98k | 1.4k | 71.61 | |
| QuinStreet (QNST) | 0.0 | $97k | 6.7k | 14.37 | |
| Capital One Financial (COF) | 0.0 | $96k | 397.00 | 242.36 | |
| Sherwin-Williams Company (SHW) | 0.0 | $95k | 293.00 | 324.03 | |
| Energy Transfer Equity (ET) | 0.0 | $94k | 5.7k | 16.49 | |
| Sabine Royalty Trust (SBR) | 0.0 | $93k | 1.4k | 68.57 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $93k | 3.0k | 30.96 | |
| Netflix (NFLX) | 0.0 | $91k | 970.00 | 93.76 | |
| M&T Bank Corporation (MTB) | 0.0 | $91k | 451.00 | 201.48 | |
| Global X Fds us infr dev (PAVE) | 0.0 | $90k | 1.9k | 47.79 | |
| Booking Holdings (BKNG) | 0.0 | $86k | 16.00 | 5355.31 | |
| Toyota Motor Corporation (TM) | 0.0 | $86k | 400.00 | 214.06 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $83k | 286.00 | 290.22 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $80k | 5.6k | 14.36 | |
| Gilead Sciences (GILD) | 0.0 | $80k | 650.00 | 122.74 | |
| Allegion Plc equity (ALLE) | 0.0 | $80k | 500.00 | 159.22 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $79k | 557.00 | 141.05 | |
| CSX Corporation (CSX) | 0.0 | $74k | 2.0k | 36.25 | |
| Fidelity Ethereum Fund Etf (FETH) | 0.0 | $72k | 2.4k | 29.61 | |
| Pool Corporation (POOL) | 0.0 | $69k | 302.00 | 228.75 | |
| Scotts Miracle-Gro Company (SMG) | 0.0 | $66k | 1.1k | 58.35 | |
| General Mills (GIS) | 0.0 | $63k | 1.4k | 46.50 | |
| J.p. Morgan Exchange-traded Fund Trust Pfd Stk (JFLX) | 0.0 | $61k | 1.2k | 50.22 | |
| Mondelez Int (MDLZ) | 0.0 | $61k | 1.1k | 53.83 | |
| Ishares Tr usa min vo (USMV) | 0.0 | $59k | 630.00 | 94.16 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $58k | 411.00 | 141.16 | |
| Duke Energy (DUK) | 0.0 | $58k | 494.00 | 117.21 | |
| Verisign (VRSN) | 0.0 | $58k | 238.00 | 242.95 | |
| Acuity Brands (AYI) | 0.0 | $58k | 160.00 | 360.04 | |
| Amphenol Corporation (APH) | 0.0 | $58k | 426.00 | 135.14 | |
| Entergy Corporation (ETR) | 0.0 | $57k | 620.00 | 92.43 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $57k | 640.00 | 88.49 | |
| Kkr & Co (KKR) | 0.0 | $56k | 440.00 | 127.48 | |
| Advanced Micro Devices (AMD) | 0.0 | $55k | 258.00 | 214.16 | |
| Sempra Energy (SRE) | 0.0 | $53k | 600.00 | 88.29 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $53k | 70.00 | 753.79 | |
| United Parcel Service (UPS) | 0.0 | $52k | 528.00 | 99.19 | |
| Qualcomm (QCOM) | 0.0 | $52k | 306.00 | 171.05 | |
| At&t (T) | 0.0 | $52k | 2.1k | 24.84 | |
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.0 | $51k | 435.00 | 117.72 | |
| Wells Fargo & Company (WFC) | 0.0 | $51k | 549.00 | 93.20 | |
| Arista Networks (ANET) | 0.0 | $51k | 389.00 | 131.03 | |
| First Trust Large Cap GO Alpha Fnd (FTC) | 0.0 | $49k | 305.00 | 159.88 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $49k | 244.00 | 198.62 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.0 | $48k | 483.00 | 99.52 | |
| Constellation Energy (CEG) | 0.0 | $48k | 136.00 | 353.27 | |
| Cummins (CMI) | 0.0 | $48k | 94.00 | 510.45 | |
| Trane Technologies (TT) | 0.0 | $48k | 123.00 | 389.20 | |
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $48k | 5.0k | 9.53 | |
| Direxion Daily Tech Bull 3x (TECL) | 0.0 | $47k | 400.00 | 117.49 | |
| ResMed (RMD) | 0.0 | $46k | 192.00 | 240.87 | |
| Oge Energy Corp (OGE) | 0.0 | $45k | 1.1k | 42.70 | |
| Boeing Company (BA) | 0.0 | $43k | 198.00 | 217.12 | |
| American International (AIG) | 0.0 | $43k | 500.00 | 85.55 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $43k | 496.00 | 85.77 | |
| Sun Life Financial (SLF) | 0.0 | $43k | 681.00 | 62.40 | |
| Intercontinental Exchange (ICE) | 0.0 | $41k | 254.00 | 161.96 | |
| First Trust DB Strateg Val Idx Fnd (FTCS) | 0.0 | $40k | 429.00 | 92.51 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $39k | 378.00 | 103.67 | |
| Fifth Third Ban (FITB) | 0.0 | $39k | 837.00 | 46.81 | |
| Realty Income (O) | 0.0 | $39k | 684.00 | 56.37 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $37k | 683.00 | 54.77 | |
| Principal Financial (PFG) | 0.0 | $37k | 422.00 | 88.21 | |
| S&p Global (SPGI) | 0.0 | $37k | 71.00 | 522.59 | |
| iShares Gold Trust (IAU) | 0.0 | $37k | 456.00 | 81.17 | |
| First Trust Mid Cap Core Alpha Fnd (FNX) | 0.0 | $37k | 290.00 | 125.98 | |
| John Hancock Preferred Income Fund III (HPS) | 0.0 | $36k | 2.5k | 14.41 | |
| Tekla Life Sciences sh ben int (HQL) | 0.0 | $36k | 2.1k | 16.78 | |
| Xcel Energy (XEL) | 0.0 | $36k | 483.00 | 73.86 | |
| Ford Motor Company (F) | 0.0 | $35k | 2.7k | 13.12 | |
| J P Morgan Exchange-traded F (JEPI) | 0.0 | $34k | 596.00 | 57.24 | |
| Spdr Ser Tr shrt trsry etf (SPTS) | 0.0 | $34k | 1.2k | 29.28 | |
| Dimensional Etf Trust (DFAC) | 0.0 | $33k | 836.00 | 39.59 | |
| iShares Dow Jones US Basic Mater. (IYM) | 0.0 | $33k | 214.00 | 153.96 | |
| Cousins Properties (CUZ) | 0.0 | $33k | 1.3k | 25.78 | |
| General Dynamics Corporation (GD) | 0.0 | $33k | 97.00 | 336.66 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $32k | 246.00 | 131.59 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $32k | 335.00 | 96.16 | |
| Health Care SPDR (XLV) | 0.0 | $31k | 203.00 | 154.80 | |
| Paychex (PAYX) | 0.0 | $31k | 280.00 | 112.18 | |
| CMS Energy Corporation (CMS) | 0.0 | $30k | 430.00 | 69.93 | |
| Harbor Etf Trust (WINN) | 0.0 | $29k | 946.00 | 31.10 | |
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $29k | 409.00 | 71.41 | |
| Veralto Corp (VLTO) | 0.0 | $29k | 286.00 | 99.78 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $29k | 208.00 | 136.94 | |
| Fidelity Covington Trust (FENI) | 0.0 | $28k | 766.00 | 36.58 | |
| EOG Resources (EOG) | 0.0 | $28k | 263.00 | 105.01 | |
| CVS Caremark Corporation (CVS) | 0.0 | $28k | 346.00 | 79.36 | |
| American Electric Power Company (AEP) | 0.0 | $27k | 236.00 | 115.31 | |
| Franklin Templeton Etf Tr (FFOG) | 0.0 | $27k | 570.00 | 46.79 | |
| AFLAC Incorporated (AFL) | 0.0 | $26k | 239.00 | 110.27 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $26k | 124.00 | 212.07 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $26k | 91.00 | 287.85 | |
| CenterPoint Energy (CNP) | 0.0 | $26k | 678.00 | 38.34 | |
| First Tr Exchange Traded (FAI) | 0.0 | $25k | 611.00 | 41.07 | |
| FedEx Corporation (FDX) | 0.0 | $25k | 85.00 | 288.86 | |
| PureFunds ISE Cyber Security ETF (HACK) | 0.0 | $24k | 303.00 | 80.37 | |
| First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) | 0.0 | $24k | 340.00 | 71.45 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $24k | 446.00 | 53.76 | |
| Ishares Ibonds Dec 2027 Term T (IBTH) | 0.0 | $24k | 1.1k | 22.47 | |
| J P Morgan Exchange Traded F (JTEK) | 0.0 | $24k | 263.00 | 90.07 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $23k | 233.00 | 96.88 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $22k | 177.00 | 126.58 | |
| Equitable Holdings (EQH) | 0.0 | $22k | 470.00 | 47.65 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $22k | 25.00 | 878.96 | |
| Etfs Physical Platinum (PPLT) | 0.0 | $21k | 115.00 | 186.43 | |
| Snap Inc cl a (SNAP) | 0.0 | $21k | 2.6k | 8.07 | |
| Fortive (FTV) | 0.0 | $21k | 385.00 | 55.21 | |
| Brown-Forman Corporation (BF.B) | 0.0 | $21k | 798.00 | 26.06 | |
| Himax Technologies (HIMX) | 0.0 | $21k | 2.5k | 8.19 | |
| Novo Nordisk A/S (NVO) | 0.0 | $20k | 400.00 | 50.88 | |
| Global X Fds glb x lithium (LIT) | 0.0 | $20k | 310.00 | 64.86 | |
| Medtronic (MDT) | 0.0 | $20k | 209.00 | 96.06 | |
| Nuveen (NMCO) | 0.0 | $20k | 2.0k | 10.23 | |
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 0.0 | $19k | 52.00 | 360.13 | |
| Pacer Fds Tr (PTMC) | 0.0 | $19k | 521.00 | 35.67 | |
| Vanguard Pacific ETF (VPL) | 0.0 | $18k | 203.00 | 90.40 | |
| Ishares Tr cmn (GOVT) | 0.0 | $18k | 785.00 | 23.03 | |
| Exelon Corporation (EXC) | 0.0 | $18k | 410.00 | 43.59 | |
| Pacer Fds Tr trendp 750 etf (PTLC) | 0.0 | $18k | 318.00 | 55.58 | |
| Intel Corporation (INTC) | 0.0 | $17k | 472.00 | 36.90 | |
| PPG Industries (PPG) | 0.0 | $17k | 169.00 | 102.46 | |
| Pacer Fds Tr trendpilot intl (PTIN) | 0.0 | $17k | 538.00 | 31.45 | |
| SPDR MSCI ACWI ex-US (CWI) | 0.0 | $17k | 468.00 | 35.92 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $17k | 226.00 | 73.48 | |
| SPDR Barclays Capital Inter Term (SPTI) | 0.0 | $16k | 569.00 | 28.84 | |
| Nucor Corporation (NUE) | 0.0 | $16k | 100.00 | 163.11 | |
| Federal Signal Corporation (FSS) | 0.0 | $16k | 150.00 | 108.59 | |
| Colgate-Palmolive Company (CL) | 0.0 | $16k | 201.00 | 79.02 | |
| Dominion Resources (D) | 0.0 | $16k | 268.00 | 58.59 | |
| Eversource Energy (ES) | 0.0 | $16k | 232.00 | 67.33 | |
| DTE Energy Company (DTE) | 0.0 | $16k | 120.00 | 128.98 | |
| CF Industries Holdings (CF) | 0.0 | $16k | 200.00 | 77.34 | |
| Quanta Services (PWR) | 0.0 | $15k | 35.00 | 422.06 | |
| Shopify Inc cl a (SHOP) | 0.0 | $15k | 90.00 | 160.97 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $14k | 25.00 | 570.20 | |
| iShares Barclays Credit Bond Fund (USIG) | 0.0 | $14k | 274.00 | 51.77 | |
| Monster Beverage Corp (MNST) | 0.0 | $14k | 180.00 | 76.67 | |
| Comcast Corporation (CMCSA) | 0.0 | $14k | 451.00 | 29.89 | |
| Jabil Circuit (JBL) | 0.0 | $14k | 59.00 | 228.02 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $13k | 82.00 | 162.01 | |
| Capital Group Divid Value Etf Shs Creation Unit (CGDV) | 0.0 | $13k | 300.00 | 43.64 | |
| Seagate Technology (STX) | 0.0 | $13k | 47.00 | 275.38 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $13k | 327.00 | 39.45 | |
| Janus Short Duration (VNLA) | 0.0 | $13k | 262.00 | 49.14 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $13k | 71.00 | 177.36 | |
| U.S. Bancorp (USB) | 0.0 | $12k | 227.00 | 53.36 | |
| Doximity (DOCS) | 0.0 | $12k | 268.00 | 44.28 | |
| Cyberark Software (CYBR) | 0.0 | $11k | 25.00 | 446.08 | |
| Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO) | 0.0 | $11k | 93.00 | 119.32 | |
| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $11k | 181.00 | 60.42 | |
| AmerisourceBergen (COR) | 0.0 | $11k | 32.00 | 337.75 | |
| Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.0 | $11k | 180.00 | 59.93 | |
| Ark Etf Tr indl innovatin (ARKQ) | 0.0 | $11k | 94.00 | 114.66 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $11k | 197.00 | 53.88 | |
| British American Tobac (BTI) | 0.0 | $11k | 186.00 | 56.62 | |
| Invesco Exch Trd Slf Idx (BSCU) | 0.0 | $10k | 605.00 | 16.92 | |
| Zimmer Holdings (ZBH) | 0.0 | $10k | 112.00 | 89.92 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $10k | 84.00 | 119.40 | |
| Casey's General Stores (CASY) | 0.0 | $9.9k | 18.00 | 552.72 | |
| Uber Technologies (UBER) | 0.0 | $9.5k | 116.00 | 81.71 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $8.8k | 40.00 | 219.78 | |
| Ingersoll Rand (IR) | 0.0 | $8.6k | 108.00 | 79.22 | |
| Vistra Energy (VST) | 0.0 | $8.6k | 53.00 | 161.32 | |
| Nanoviricides (NNVC) | 0.0 | $7.9k | 7.0k | 1.13 | |
| Cogent Communications (CCOI) | 0.0 | $7.8k | 362.00 | 21.56 | |
| Dow (DOW) | 0.0 | $7.7k | 328.00 | 23.38 | |
| 3M Company (MMM) | 0.0 | $7.5k | 47.00 | 160.11 | |
| Pacer Fds Tr cfra stval eql (SZNE) | 0.0 | $7.5k | 214.00 | 34.90 | |
| Ast Spacemobile Inc Com Cl A (ASTS) | 0.0 | $7.3k | 100.00 | 72.63 | |
| Ishares Us Etf Tr technology (IETC) | 0.0 | $7.2k | 71.00 | 101.59 | |
| Dt Midstream (DTM) | 0.0 | $7.2k | 60.00 | 119.68 | |
| Constellation Brands (STZ) | 0.0 | $7.0k | 51.00 | 137.96 | |
| Bitmine Immersion Technologies Ord (BMNR) | 0.0 | $6.8k | 250.00 | 27.15 | |
| Target Corporation (TGT) | 0.0 | $6.7k | 69.00 | 97.75 | |
| Church & Dwight (CHD) | 0.0 | $6.7k | 80.00 | 83.85 | |
| Ishares Tr core div grwth (DGRO) | 0.0 | $6.5k | 94.00 | 69.41 | |
| Ishares Tr core msci euro (IEUR) | 0.0 | $6.5k | 91.00 | 70.98 | |
| F5 Networks (FFIV) | 0.0 | $6.4k | 25.00 | 255.28 | |
| Ishares Inc ctr wld minvl (ACWV) | 0.0 | $6.2k | 52.00 | 118.75 | |
| Cadence Bank | 0.0 | $6.1k | 142.00 | 42.84 | |
| Ishares Tr eafe min volat (EFAV) | 0.0 | $6.0k | 69.00 | 86.25 | |
| Symbotic (SYM) | 0.0 | $6.0k | 100.00 | 59.50 | |
| Brighthouse Finl (BHF) | 0.0 | $5.9k | 91.00 | 64.79 | |
| Nasdaq Omx (NDAQ) | 0.0 | $5.8k | 60.00 | 97.13 | |
| Public Service Enterprise (PEG) | 0.0 | $5.8k | 72.00 | 80.31 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $5.6k | 82.00 | 68.11 | |
| Compass Diversified Holdings (CODI) | 0.0 | $5.5k | 1.1k | 4.80 | |
| Alibaba Group Holding (BABA) | 0.0 | $5.3k | 36.00 | 146.58 | |
| Crispr Therapeutics (CRSP) | 0.0 | $5.2k | 100.00 | 52.44 | |
| Hanover Insurance (THG) | 0.0 | $5.1k | 28.00 | 182.79 | |
| Network Associates Inc cl a (NET) | 0.0 | $4.9k | 25.00 | 197.16 | |
| First Trust Morningstar Divid Ledr (FDL) | 0.0 | $4.9k | 110.00 | 44.34 | |
| Clorox Company (CLX) | 0.0 | $4.5k | 45.00 | 100.82 | |
| Blackrock (BLK) | 0.0 | $4.3k | 4.00 | 1070.25 | |
| InvenTrust Properties Corp (IVT) | 0.0 | $4.1k | 146.00 | 28.21 | |
| Fresenius Medical Care AG & Co. (FMS) | 0.0 | $3.7k | 154.00 | 23.82 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $3.6k | 14.00 | 257.93 | |
| Waste Management (WM) | 0.0 | $3.5k | 16.00 | 219.69 | |
| Sprouts Fmrs Mkt (SFM) | 0.0 | $3.5k | 44.00 | 79.66 | |
| Kontoor Brands (KTB) | 0.0 | $3.5k | 57.00 | 61.09 | |
| Materials SPDR (XLB) | 0.0 | $3.4k | 76.00 | 45.36 | |
| V.F. Corporation (VFC) | 0.0 | $3.3k | 185.00 | 18.08 | |
| iShares S&P Global Infrastructure Index (IGF) | 0.0 | $3.3k | 53.00 | 61.36 | |
| Amentum Holdings (AMTM) | 0.0 | $3.2k | 110.00 | 29.00 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $3.2k | 120.00 | 26.56 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $3.0k | 72.00 | 41.12 | |
| Mcewen Mng (MUX) | 0.0 | $2.9k | 158.00 | 18.51 | |
| Baxter International (BAX) | 0.0 | $2.9k | 151.00 | 19.11 | |
| Ishares Tr core msci pac (IPAC) | 0.0 | $2.8k | 38.00 | 73.21 | |
| Arm Holdings (ARM) | 0.0 | $2.7k | 25.00 | 109.32 | |
| Applovin Corp Class A (APP) | 0.0 | $2.7k | 4.00 | 673.75 | |
| Leggett & Platt (LEG) | 0.0 | $2.6k | 240.00 | 11.00 | |
| MicroStrategy Incorporated (MSTR) | 0.0 | $2.6k | 17.00 | 151.94 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $2.5k | 29.00 | 87.34 | |
| Alliant Energy Corporation (LNT) | 0.0 | $2.5k | 38.00 | 65.00 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $2.0k | 7.00 | 278.86 | |
| Hartford Financial Services (HIG) | 0.0 | $1.9k | 14.00 | 137.79 | |
| Synopsys (SNPS) | 0.0 | $1.9k | 4.00 | 469.75 | |
| Marsh & McLennan Companies | 0.0 | $1.9k | 10.00 | 185.50 | |
| Verisk Analytics (VRSK) | 0.0 | $1.8k | 8.00 | 223.75 | |
| Blue Owl Capital (OWL) | 0.0 | $1.8k | 119.00 | 14.94 | |
| Spotify Technology Sa (SPOT) | 0.0 | $1.7k | 3.00 | 580.67 | |
| CACI International (CACI) | 0.0 | $1.6k | 3.00 | 532.67 | |
| Digital World Acquisition Co Class A (DJT) | 0.0 | $1.6k | 120.00 | 13.24 | |
| Marriott International (MAR) | 0.0 | $1.6k | 5.00 | 310.20 | |
| Moody's Corporation (MCO) | 0.0 | $1.5k | 3.00 | 511.00 | |
| Cintas Corporation (CTAS) | 0.0 | $1.5k | 8.00 | 188.12 | |
| Ameriprise Financial (AMP) | 0.0 | $1.5k | 3.00 | 490.33 | |
| Pure Storage Inc - Class A (PSTG) | 0.0 | $1.4k | 21.00 | 67.00 | |
| Pulte (PHM) | 0.0 | $1.3k | 11.00 | 117.27 | |
| Republic Services (RSG) | 0.0 | $1.3k | 6.00 | 212.00 | |
| Cadence Design Systems (CDNS) | 0.0 | $1.3k | 4.00 | 312.50 | |
| Dupont De Nemours (DD) | 0.0 | $1.2k | 29.00 | 40.21 | |
| Doubleline Total Etf etf (TOTL) | 0.0 | $1.1k | 28.00 | 40.25 | |
| Community Health Systems (CYH) | 0.0 | $1.1k | 340.00 | 3.12 | |
| Porch Group (PRCH) | 0.0 | $913.000000 | 100.00 | 9.13 | |
| Marathon Digital Holdings In (MARA) | 0.0 | $898.000000 | 100.00 | 8.98 | |
| Howmet Aerospace (HWM) | 0.0 | $820.000000 | 4.00 | 205.00 | |
| Riot Blockchain (RIOT) | 0.0 | $634.000000 | 50.00 | 12.68 | |
| Occidental Petroleum Corp Warrant (OXY.WS) | 0.0 | $559.001100 | 29.00 | 19.28 | |
| Lucid Group (LCID) | 0.0 | $485.999200 | 46.00 | 10.57 | |
| Organon & Co (OGN) | 0.0 | $143.000000 | 20.00 | 7.15 | |
| Energy Focus (EFOI) | 0.0 | $103.999500 | 45.00 | 2.31 | |
| Moderna (MRNA) | 0.0 | $87.999900 | 3.00 | 29.33 | |
| Bit Digital Ord (BTBT) | 0.0 | $79.002000 | 42.00 | 1.88 | |
| Nio Inc spon ads (NIO) | 0.0 | $51.000000 | 10.00 | 5.10 |