Birchbrook as of March 31, 2024
Portfolio Holdings for Birchbrook
Birchbrook holds 279 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 22.3 | $38M | 641k | 58.55 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 9.5 | $16M | 311k | 51.60 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 5.8 | $9.8M | 118k | 83.58 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.6 | $9.4M | 187k | 50.17 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 4.4 | $7.5M | 79k | 94.62 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 3.4 | $5.7M | 70k | 81.43 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.1 | $5.2M | 84k | 62.06 | |
| Ishares Core Msci Emkt (IEMG) | 2.7 | $4.6M | 88k | 51.60 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.3 | $3.8M | 35k | 110.52 | |
| IDEXX Laboratories (IDXX) | 1.8 | $3.0M | 5.6k | 539.93 | |
| Microsoft Corporation (MSFT) | 1.6 | $2.7M | 6.4k | 420.74 | |
| Amazon (AMZN) | 1.6 | $2.7M | 15k | 180.38 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.6 | $2.6M | 45k | 58.07 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $2.4M | 12k | 200.30 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.4 | $2.3M | 25k | 92.72 | |
| Apple (AAPL) | 1.3 | $2.2M | 13k | 171.47 | |
| International Business Machines (IBM) | 1.2 | $2.0M | 11k | 190.97 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.9M | 13k | 150.93 | |
| Walt Disney Company (DIS) | 1.1 | $1.9M | 15k | 122.36 | |
| Pepsi (PEP) | 1.1 | $1.8M | 11k | 175.01 | |
| Citigroup Com New (C) | 1.1 | $1.8M | 29k | 63.24 | |
| FedEx Corporation (FDX) | 1.1 | $1.8M | 6.2k | 289.74 | |
| Honeywell International (HON) | 1.0 | $1.7M | 8.5k | 205.25 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 1.0 | $1.7M | 16k | 109.17 | |
| salesforce (CRM) | 0.9 | $1.6M | 5.2k | 301.18 | |
| Bristol Myers Squibb (BMY) | 0.9 | $1.5M | 28k | 54.23 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.8 | $1.4M | 17k | 79.91 | |
| Wal-Mart Stores (WMT) | 0.8 | $1.3M | 22k | 60.17 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.2M | 10k | 116.24 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.7 | $1.1M | 28k | 40.27 | |
| Fortinet (FTNT) | 0.7 | $1.1M | 16k | 68.31 | |
| Meta Platforms Cl A (META) | 0.6 | $1.1M | 2.2k | 485.58 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $1.1M | 2.3k | 454.87 | |
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.6 | $983k | 43k | 22.99 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.6 | $975k | 11k | 86.67 | |
| Albemarle Corporation (ALB) | 0.6 | $949k | 7.2k | 131.74 | |
| Autodesk (ADSK) | 0.5 | $880k | 3.4k | 260.42 | |
| Iqvia Holdings (IQV) | 0.5 | $846k | 3.3k | 252.89 | |
| Johnson & Johnson (JNJ) | 0.5 | $823k | 5.2k | 158.20 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.5 | $814k | 17k | 48.21 | |
| CVS Caremark Corporation (CVS) | 0.5 | $805k | 10k | 79.76 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.5 | $772k | 9.8k | 78.64 | |
| BioMarin Pharmaceutical (BMRN) | 0.4 | $726k | 8.3k | 87.34 | |
| Procter & Gamble Company (PG) | 0.4 | $718k | 4.4k | 162.26 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $708k | 9.8k | 72.36 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $542k | 22k | 24.48 | |
| Chevron Corporation (CVX) | 0.3 | $535k | 3.4k | 157.76 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $397k | 10k | 39.02 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $379k | 900.00 | 420.52 | |
| Abbvie (ABBV) | 0.2 | $354k | 1.9k | 182.10 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $351k | 4.8k | 72.34 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $337k | 7.2k | 47.06 | |
| Costco Wholesale Corporation (COST) | 0.2 | $328k | 447.00 | 732.63 | |
| McDonald's Corporation (MCD) | 0.2 | $323k | 1.1k | 282.00 | |
| Intel Corporation (INTC) | 0.2 | $290k | 6.6k | 44.17 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $259k | 5.3k | 49.24 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $248k | 3.1k | 79.86 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $241k | 1.1k | 210.30 | |
| Home Depot (HD) | 0.1 | $238k | 620.00 | 383.60 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $237k | 1.6k | 152.26 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $235k | 3.9k | 60.74 | |
| Merck & Co (MRK) | 0.1 | $230k | 1.7k | 131.94 | |
| Illinois Tool Works (ITW) | 0.1 | $228k | 850.00 | 268.33 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $223k | 426.00 | 523.36 | |
| Automatic Data Processing (ADP) | 0.1 | $222k | 890.00 | 249.74 | |
| Amgen (AMGN) | 0.1 | $218k | 766.00 | 284.27 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $217k | 5.2k | 41.77 | |
| Coca-Cola Company (KO) | 0.1 | $206k | 3.4k | 61.18 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $199k | 3.9k | 50.60 | |
| Stryker Corporation (SYK) | 0.1 | $197k | 550.00 | 357.87 | |
| Abbott Laboratories (ABT) | 0.1 | $185k | 1.6k | 113.66 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $185k | 3.5k | 52.16 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $180k | 1.0k | 175.27 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $166k | 2.0k | 85.06 | |
| Applied Materials (AMAT) | 0.1 | $165k | 800.00 | 206.23 | |
| General Electric Com New (GE) | 0.1 | $161k | 918.00 | 175.53 | |
| Moody's Corporation (MCO) | 0.1 | $157k | 400.00 | 393.03 | |
| Caterpillar (CAT) | 0.1 | $147k | 400.00 | 366.43 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $144k | 300.00 | 478.66 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $139k | 4.3k | 32.23 | |
| Cisco Systems (CSCO) | 0.1 | $134k | 2.7k | 49.92 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $134k | 265.00 | 504.60 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $132k | 1.8k | 73.29 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $131k | 2.2k | 60.30 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $127k | 5.0k | 25.25 | |
| Chubb (CB) | 0.1 | $120k | 463.00 | 259.13 | |
| 3M Company (MMM) | 0.1 | $113k | 1.1k | 106.07 | |
| American Express Company (AXP) | 0.1 | $112k | 492.00 | 227.69 | |
| Par Pac Holdings Com New (PARR) | 0.1 | $111k | 3.0k | 37.06 | |
| NBT Ban (NBTB) | 0.1 | $110k | 3.0k | 36.68 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $108k | 979.00 | 110.13 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $106k | 643.00 | 164.96 | |
| Pfizer (PFE) | 0.1 | $104k | 3.7k | 27.75 | |
| Philip Morris International (PM) | 0.1 | $101k | 1.1k | 91.62 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $97k | 625.00 | 155.91 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $95k | 1.2k | 76.67 | |
| Advanced Micro Devices (AMD) | 0.1 | $92k | 508.00 | 180.49 | |
| Micron Technology (MU) | 0.1 | $90k | 762.00 | 117.84 | |
| Consolidated Edison (ED) | 0.1 | $88k | 974.00 | 90.81 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $84k | 367.00 | 228.59 | |
| Eastman Chemical Company (EMN) | 0.0 | $83k | 825.00 | 100.22 | |
| Deere & Company (DE) | 0.0 | $82k | 200.00 | 410.74 | |
| Martin Marietta Materials (MLM) | 0.0 | $77k | 126.00 | 612.81 | |
| NVIDIA Corporation (NVDA) | 0.0 | $77k | 85.00 | 903.56 | |
| Sun Life Financial (SLF) | 0.0 | $71k | 1.3k | 54.58 | |
| At&t (T) | 0.0 | $66k | 3.8k | 17.60 | |
| Carrier Global Corporation (CARR) | 0.0 | $65k | 1.1k | 58.13 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $65k | 933.00 | 70.00 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $64k | 435.00 | 147.73 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $64k | 471.00 | 136.05 | |
| Moderna (MRNA) | 0.0 | $64k | 600.00 | 106.56 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $61k | 471.00 | 129.35 | |
| Netflix (NFLX) | 0.0 | $61k | 100.00 | 607.33 | |
| Yum China Holdings (YUMC) | 0.0 | $60k | 1.5k | 39.79 | |
| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.0 | $59k | 747.00 | 78.71 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $58k | 2.5k | 23.01 | |
| Ishares Tr Ibonds Dec24 Etf | 0.0 | $57k | 2.3k | 25.05 | |
| General Dynamics Corporation (GD) | 0.0 | $57k | 200.00 | 282.49 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $56k | 140.00 | 399.09 | |
| Altria (MO) | 0.0 | $55k | 1.3k | 43.62 | |
| Bank of America Corporation (BAC) | 0.0 | $55k | 1.4k | 37.91 | |
| McKesson Corporation (MCK) | 0.0 | $54k | 100.00 | 536.85 | |
| Oneok (OKE) | 0.0 | $54k | 667.00 | 80.17 | |
| Lowe's Companies (LOW) | 0.0 | $51k | 200.00 | 254.73 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $48k | 505.00 | 94.66 | |
| Verizon Communications (VZ) | 0.0 | $47k | 1.1k | 41.95 | |
| SYSCO Corporation (SYY) | 0.0 | $45k | 550.00 | 81.18 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $44k | 250.00 | 174.21 | |
| Gilead Sciences (GILD) | 0.0 | $43k | 582.00 | 73.25 | |
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $42k | 730.00 | 57.60 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $42k | 551.00 | 75.34 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $42k | 425.00 | 97.54 | |
| Enbridge (ENB) | 0.0 | $40k | 1.1k | 36.18 | |
| Boeing Company (BA) | 0.0 | $39k | 200.00 | 192.99 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $37k | 71.00 | 526.02 | |
| Public Service Enterprise (PEG) | 0.0 | $37k | 551.00 | 66.78 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $34k | 555.00 | 61.05 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $32k | 340.00 | 94.41 | |
| Halliburton Company (HAL) | 0.0 | $32k | 800.00 | 39.42 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $31k | 121.00 | 259.90 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $31k | 58.00 | 525.74 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $30k | 189.00 | 158.81 | |
| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $29k | 432.00 | 68.13 | |
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $29k | 265.00 | 110.38 | |
| Rockwell Automation (ROK) | 0.0 | $29k | 100.00 | 291.33 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $29k | 30.00 | 970.50 | |
| American Electric Power Company (AEP) | 0.0 | $29k | 338.00 | 86.03 | |
| Southern Company (SO) | 0.0 | $29k | 400.00 | 71.74 | |
| Standex Int'l (SXI) | 0.0 | $27k | 150.00 | 182.22 | |
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $27k | 604.00 | 45.15 | |
| Ameriprise Financial (AMP) | 0.0 | $26k | 60.00 | 438.45 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $25k | 288.00 | 88.17 | |
| Camden National Corporation (CAC) | 0.0 | $25k | 750.00 | 33.52 | |
| Penske Automotive (PAG) | 0.0 | $24k | 150.00 | 161.99 | |
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.0 | $24k | 445.00 | 53.95 | |
| Columbia Sportswear Company (COLM) | 0.0 | $24k | 292.00 | 81.31 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $24k | 139.00 | 169.37 | |
| Travelers Companies (TRV) | 0.0 | $23k | 100.00 | 230.14 | |
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $22k | 1.2k | 18.66 | |
| Hubspot (HUBS) | 0.0 | $22k | 35.00 | 626.57 | |
| Schlumberger Com Stk (SLB) | 0.0 | $22k | 400.00 | 54.81 | |
| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $22k | 466.00 | 46.89 | |
| Tesla Motors (TSLA) | 0.0 | $22k | 123.00 | 175.80 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $21k | 212.00 | 99.27 | |
| General Mills (GIS) | 0.0 | $21k | 300.00 | 69.97 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $20k | 1.0k | 20.31 | |
| Lam Research Corporation | 0.0 | $20k | 21.00 | 961.86 | |
| Ormat Technologies (ORA) | 0.0 | $20k | 300.00 | 66.19 | |
| Bar Harbor Bankshares (BHB) | 0.0 | $19k | 700.00 | 26.48 | |
| Ishares Tr Mbs Etf (MBB) | 0.0 | $18k | 199.00 | 92.42 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $18k | 217.00 | 80.64 | |
| Raymond James Financial (RJF) | 0.0 | $17k | 131.00 | 128.43 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $17k | 258.00 | 64.99 | |
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.0 | $16k | 359.00 | 45.79 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $16k | 203.00 | 80.51 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $16k | 240.00 | 67.34 | |
| BP Sponsored Adr (BP) | 0.0 | $16k | 428.00 | 37.68 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $16k | 1.3k | 11.88 | |
| Williams Companies (WMB) | 0.0 | $16k | 400.00 | 38.97 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $15k | 309.00 | 49.05 | |
| Snap-on Incorporated (SNA) | 0.0 | $15k | 50.00 | 296.22 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.0 | $15k | 300.00 | 49.16 | |
| Ford Motor Company (F) | 0.0 | $14k | 1.1k | 13.22 | |
| Allstate Corporation (ALL) | 0.0 | $14k | 82.00 | 173.70 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $14k | 300.00 | 47.13 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $14k | 149.00 | 93.09 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $14k | 14.00 | 962.50 | |
| Linde SHS (LIN) | 0.0 | $13k | 28.00 | 464.32 | |
| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $13k | 525.00 | 24.70 | |
| Corning Incorporated (GLW) | 0.0 | $13k | 385.00 | 32.96 | |
| Shopify Cl A (SHOP) | 0.0 | $13k | 162.00 | 77.17 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $12k | 132.00 | 91.86 | |
| MercadoLibre (MELI) | 0.0 | $12k | 8.00 | 1512.00 | |
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.0 | $12k | 678.00 | 16.91 | |
| Kraft Heinz (KHC) | 0.0 | $11k | 310.00 | 36.90 | |
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $11k | 250.00 | 45.29 | |
| O'reilly Automotive (ORLY) | 0.0 | $11k | 10.00 | 1128.90 | |
| ON Semiconductor (ON) | 0.0 | $11k | 150.00 | 73.55 | |
| Lamb Weston Hldgs (LW) | 0.0 | $11k | 100.00 | 106.53 | |
| Safety Insurance (SAFT) | 0.0 | $10k | 125.00 | 82.19 | |
| National Retail Properties (NNN) | 0.0 | $10k | 240.00 | 42.74 | |
| Hillenbrand (HI) | 0.0 | $10k | 200.00 | 50.29 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $10k | 147.00 | 67.76 | |
| Agnico (AEM) | 0.0 | $9.8k | 164.00 | 59.65 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $9.7k | 107.00 | 90.92 | |
| ConocoPhillips (COP) | 0.0 | $9.7k | 76.00 | 127.29 | |
| Vici Pptys (VICI) | 0.0 | $8.9k | 300.00 | 29.79 | |
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $8.7k | 581.00 | 14.97 | |
| Morgan Stanley Com New (MS) | 0.0 | $8.6k | 92.00 | 93.82 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $7.0k | 400.00 | 17.56 | |
| Alamos Gold Com Cl A (AGI) | 0.0 | $7.0k | 475.00 | 14.75 | |
| Blackline (BL) | 0.0 | $6.5k | 100.00 | 64.58 | |
| Brunswick Corporation (BC) | 0.0 | $5.9k | 61.00 | 97.03 | |
| Bhp Group Sponsored Ads (BHP) | 0.0 | $5.8k | 100.00 | 57.69 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $5.5k | 30.00 | 182.63 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $5.5k | 500.00 | 10.95 | |
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.0 | $5.5k | 150.00 | 36.44 | |
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $5.4k | 61.00 | 89.21 | |
| Welltower Inc Com reit (WELL) | 0.0 | $5.3k | 57.00 | 93.70 | |
| Invesco India Exchange-trade India Etf (PIN) | 0.0 | $5.0k | 187.00 | 26.68 | |
| L3harris Technologies (LHX) | 0.0 | $4.8k | 22.00 | 217.05 | |
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $4.5k | 36.00 | 123.92 | |
| Old National Ban (ONB) | 0.0 | $4.3k | 245.00 | 17.42 | |
| Valero Energy Corporation (VLO) | 0.0 | $4.3k | 25.00 | 170.72 | |
| Illumina (ILMN) | 0.0 | $4.1k | 30.00 | 137.33 | |
| Polaris Industries (PII) | 0.0 | $4.1k | 41.00 | 100.39 | |
| Boston Scientific Corporation (BSX) | 0.0 | $4.1k | 60.00 | 68.50 | |
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $4.1k | 20.00 | 204.15 | |
| Apple Hospitality Reit Com New (APLE) | 0.0 | $4.0k | 244.00 | 16.39 | |
| Emerson Electric (EMR) | 0.0 | $4.0k | 35.00 | 113.43 | |
| Kroger (KR) | 0.0 | $3.9k | 68.00 | 57.47 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $3.8k | 20.00 | 191.90 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $3.8k | 65.00 | 58.06 | |
| Intercontinental Exchange (ICE) | 0.0 | $3.6k | 26.00 | 138.00 | |
| Monster Beverage Corp (MNST) | 0.0 | $3.6k | 60.00 | 59.28 | |
| Devon Energy Corporation (DVN) | 0.0 | $3.4k | 68.00 | 50.19 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $3.4k | 50.00 | 68.16 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $3.3k | 50.00 | 65.32 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $3.1k | 25.00 | 124.20 | |
| Advansix (ASIX) | 0.0 | $2.8k | 99.00 | 28.59 | |
| Ishares Tr Egsadvncdmsci Em (EMXF) | 0.0 | $2.7k | 77.00 | 35.61 | |
| Ing Groep Sponsored Adr (ING) | 0.0 | $2.7k | 165.00 | 16.49 | |
| Proshares Tr Pshs Ultra Dow30 (DDM) | 0.0 | $2.7k | 31.00 | 87.35 | |
| RBB Motley Fool Capi (TMFE) | 0.0 | $2.6k | 113.00 | 23.34 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $2.3k | 21.00 | 110.81 | |
| Essential Utils (WTRG) | 0.0 | $1.9k | 51.00 | 37.18 | |
| Vermilion Energy (VET) | 0.0 | $1.9k | 150.00 | 12.44 | |
| Whirlpool Corporation (WHR) | 0.0 | $1.8k | 15.00 | 119.67 | |
| Hyperfine Com Cl A (HYPR) | 0.0 | $1.7k | 1.7k | 1.00 | |
| Docusign (DOCU) | 0.0 | $1.5k | 25.00 | 59.56 | |
| American States Water Company (AWR) | 0.0 | $1.5k | 21.00 | 70.62 | |
| Adient Ord Shs (ADNT) | 0.0 | $1.5k | 45.00 | 32.93 | |
| Trilogy Metals (TMQ) | 0.0 | $1.3k | 2.5k | 0.50 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $1.2k | 142.00 | 8.73 | |
| Tilray (TLRY) | 0.0 | $1.2k | 493.00 | 2.47 | |
| Amplify Etf Tr Seymour Cannbs | 0.0 | $1.2k | 200.00 | 5.77 | |
| BorgWarner (BWA) | 0.0 | $844.000800 | 24.00 | 35.17 | |
| Vertical Aerospace Ord Shs | 0.0 | $798.000000 | 700.00 | 1.14 | |
| Intuit (INTU) | 0.0 | $662.000000 | 1.00 | 662.00 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $634.999500 | 45.00 | 14.11 | |
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $604.995000 | 265.00 | 2.28 | |
| Plug Power Com New (PLUG) | 0.0 | $602.000000 | 175.00 | 3.44 | |
| Southwest Airlines (LUV) | 0.0 | $554.999500 | 19.00 | 29.21 | |
| Advisorshares Tr Psychedelics Etf | 0.0 | $521.990000 | 350.00 | 1.49 | |
| Beyond Meat (BYND) | 0.0 | $496.998000 | 60.00 | 8.28 | |
| Carlyle Group (CG) | 0.0 | $457.999500 | 53.00 | 8.64 | |
| Chargepoint Holdings Com Cl A | 0.0 | $380.000000 | 200.00 | 1.90 | |
| Blink Charging (BLNK) | 0.0 | $301.000000 | 100.00 | 3.01 | |
| Doordash Cl A (DASH) | 0.0 | $276.000000 | 2.00 | 138.00 | |
| General Motors Company (GM) | 0.0 | $227.000000 | 5.00 | 45.40 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $175.000000 | 8.00 | 21.88 | |
| Phinia Common Stock (PHIN) | 0.0 | $158.000000 | 4.00 | 39.50 | |
| Resideo Technologies (REZI) | 0.0 | $113.000000 | 5.00 | 22.60 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $96.000000 | 2.00 | 48.00 | |
| Walgreen Boots Alliance | 0.0 | $34.000000 | 2.00 | 17.00 | |
| Garrett Motion (GTX) | 0.0 | $30.000000 | 3.00 | 10.00 | |
| Therapeuticsmd Com New (TXMD) | 0.0 | $23.000000 | 10.00 | 2.30 | |
| Colgate-Palmolive Company (CL) | 0.0 | $0 | 0 | 0.00 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $0 | 90.00 | 0.00 |