Birchwood Financial Partners

Birchwood Financial Partners as of Dec. 31, 2025

Portfolio Holdings for Birchwood Financial Partners

Birchwood Financial Partners holds 352 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 Esg Aware Msci Usa Etf Etf (ESGU) 7.1 $7.2M 48k 148.98
Apple Stock (AAPL) 5.0 $5.0M 18k 271.86
Schwab Fundamental International Equity Etf Etf (FNDF) 4.5 $4.5M 100k 45.21
Pimco Active Bond Exchange-traded Fund Etf (BOND) 4.2 $4.2M 45k 93.08
Vanguard S&p 500 Etf Etf (VOO) 3.8 $3.8M 6.1k 627.16
Harbor Long-term Growers Etf Etf (WINN) 3.6 $3.6M 115k 31.10
Microsoft Stock (MSFT) 3.5 $3.6M 7.4k 483.64
Donaldson Stock (DCI) 3.5 $3.5M 40k 88.66
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) 2.7 $2.7M 76k 36.06
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.6 $2.6M 42k 62.47
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 2.5 $2.5M 55k 45.98
Unitedhealth Group Stock (UNH) 2.0 $2.0M 6.1k 330.12
Vanguard Extended Market Etf Etf (VXF) 1.9 $1.9M 9.2k 209.12
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM) 1.7 $1.7M 29k 60.73
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 1.7 $1.7M 52k 32.62
Ishares Esg Aware Msci Em Etf Etf (ESGE) 1.7 $1.7M 38k 44.17
Ishares Core S&p 500 Etf Etf (IVV) 1.6 $1.6M 2.4k 684.85
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 1.6 $1.6M 17k 95.09
Schwab Fundamental U.s. Small Company Etf Etf (FNDA) 1.5 $1.5M 47k 31.51
3M Stock (MMM) 1.3 $1.3M 8.2k 160.10
Schwab Us Dividend Equity Etf Etf (SCHD) 1.3 $1.3M 47k 27.43
Schwab Fundamental U.s. Large Company Etf Etf (FNDX) 1.3 $1.3M 47k 27.21
Capital Group Growth Etf Etf (CGGR) 1.2 $1.2M 27k 44.47
Schwab U.s. Large-cap Etf Etf (SCHX) 1.1 $1.1M 41k 26.91
C H Robinson Worldwide Stock (CHRW) 0.9 $896k 5.6k 160.76
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.9 $894k 1.8k 502.65
Capital Group Dividend Value Etf Etf (CGDV) 0.8 $839k 19k 43.64
Jpmorgan Income Etf Etf (JPIE) 0.8 $766k 17k 46.29
Capital Group Municipal High-income Etf Etf (CGHM) 0.8 $756k 30k 25.48
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.7 $740k 25k 29.61
Capital Group Core Bond Etf Etf (CGCB) 0.7 $730k 28k 26.52
Schwab Fundamental International Small Equity Etf Etf (FNDC) 0.7 $685k 15k 44.55
Xcel Energy Stock (XEL) 0.7 $672k 9.1k 73.86
Wells Fargo & Co Stock (WFC) 0.7 $671k 7.2k 93.20
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.6 $652k 6.5k 100.35
Ishares Gold Trust Etf Etf (IAU) 0.6 $648k 8.0k 81.17
Meta Platforms Inc Cl A Stock (META) 0.6 $636k 963.00 660.15
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 0.6 $613k 9.2k 66.43
Fastenal Stock (FAST) 0.6 $594k 15k 40.13
Oracle Corporation Stock (ORCL) 0.6 $588k 3.0k 194.91
Schwab U.s. Small-cap Etf Etf (SCHA) 0.6 $578k 20k 28.48
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.6 $575k 13k 45.89
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.6 $575k 4.8k 120.95
Home Depot Stock (HD) 0.6 $571k 1.7k 344.10
Davis Select International Etf Etf (DINT) 0.6 $561k 20k 28.50
Ishares Esg Msci Kld 400 Etf Etf (DSI) 0.5 $551k 4.3k 128.82
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $504k 1.6k 313.72
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF) 0.5 $466k 7.1k 65.55
Capital Group International Focus Equity Etf Etf (CGXU) 0.5 $464k 16k 29.55
Lam Research Corp Stock (LRCX) 0.5 $461k 2.7k 171.18
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.5 $455k 14k 32.75
Oakmark U.s. Large Cap Etf Etf (OAKM) 0.4 $438k 15k 28.36
Johnson & Johnson Stock (JNJ) 0.4 $433k 2.1k 206.95
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.4 $420k 4.3k 97.80
Exxon Mobil Corp Stock (XOM) 0.4 $411k 3.4k 120.35
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $407k 1.3k 313.10
Schwab International Equity Etf Etf (SCHF) 0.4 $407k 17k 24.04
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.4 $405k 2.4k 167.94
Procter & Gamble Stock (PG) 0.4 $400k 2.8k 143.32
State Street Spdr Msci World Strategicfactors Etf Etf (QWLD) 0.4 $397k 2.8k 143.25
Hartford Finl Svcs Group Stock (HIG) 0.4 $388k 2.8k 137.80
John Hancock Multifactor Small Cap Etf Etf (JHSC) 0.3 $329k 7.8k 41.99
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.3 $328k 2.8k 118.75
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.3 $309k 4.7k 66.00
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $301k 898.00 335.28
Graco Stock (GGG) 0.3 $274k 3.3k 81.98
Ishares Select Dividend Etf Etf (DVY) 0.3 $269k 1.9k 141.12
Schwab International Small-cap Equity Etf Etf (SCHC) 0.3 $267k 5.9k 45.53
Us Bancorp Stock (USB) 0.3 $267k 5.0k 53.36
Ishares Core S&p Small Cap Etf Etf (IJR) 0.3 $260k 2.2k 120.19
Pepsico Stock (PEP) 0.3 $259k 1.8k 143.53
Pimco Preferred And Capital Securities Active Etf Etf (PRFD) 0.2 $229k 4.4k 51.51
Toro Stock (TTC) 0.2 $215k 2.7k 78.72
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS) 0.2 $208k 1.7k 123.28
Capital Group Conservative Equity Etf Etf (CGCV) 0.2 $206k 6.8k 30.49
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.2 $205k 4.1k 49.46
Medtronic Stock (MDT) 0.2 $204k 2.1k 96.06
Intl Business Machines Stock (IBM) 0.2 $203k 684.00 296.32
Mastercard Stock (MA) 0.2 $203k 355.00 570.88
Costco Wholesale Corporation Stock (COST) 0.2 $199k 231.00 863.10
Vanguard Small-cap Growth Etf Etf (VBK) 0.2 $199k 658.00 301.98
Ishares Short Duration Bond Active Etf Etf (NEAR) 0.2 $198k 3.9k 51.10
Eli Lilly & Co Stock (LLY) 0.2 $197k 183.00 1075.99
Jpmorgan Diversified Return Use Equity Etf (JPUS) 0.2 $190k 1.5k 123.96
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $186k 882.00 210.29
Amazon.com Stock (AMZN) 0.2 $172k 745.00 230.82
Powershares Qqq Trust Etf Etf (QQQ) 0.2 $171k 278.00 614.53
Capital Group Core Balanced Etf Etf (CGBL) 0.2 $171k 4.8k 35.33
Bny Mellon International Equity Etf Etf (BKIE) 0.2 $169k 1.8k 92.55
Deere & Co Stock (DE) 0.2 $166k 356.00 465.19
Ishares Core S&p Us Value Etf Etf (IUSV) 0.2 $160k 1.6k 102.54
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.2 $155k 2.4k 65.48
Vanguard Esg International Stock Etf Etf (VSGX) 0.1 $151k 2.1k 71.63
Fedex Corp Stock (FDX) 0.1 $147k 509.00 288.86
Solventum Corp Stock (SOLV) 0.1 $143k 1.8k 79.24
Ecolab Stock (ECL) 0.1 $142k 540.00 262.39
Yum Brands Stock (YUM) 0.1 $134k 883.00 151.34
Capital Group Core Equity Etf Etf (CGUS) 0.1 $127k 3.1k 40.23
Capital Group New Geography Equity Etf Etf (CGNG) 0.1 $125k 3.9k 31.93
General Mills Stock (GIS) 0.1 $120k 2.6k 46.50
State Street Spdr S&p 500 Etf Etf (SPY) 0.1 $119k 175.00 680.61
Becton Dickinson & Co Stock (BDX) 0.1 $116k 600.00 194.07
Ge Aerospace Stock (GE) 0.1 $116k 375.00 308.03
Incyte Corp Stock (INCY) 0.1 $115k 1.2k 98.77
Davis Select U.s. Equity Etf Etf (DUSA) 0.1 $111k 2.2k 51.13
Union Pac Corp Stock (UNP) 0.1 $111k 480.00 231.32
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) 0.1 $110k 2.1k 52.39
Schwab U.s. Reit Etf Etf (SCHH) 0.1 $99k 4.7k 20.89
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) 0.1 $97k 1.3k 74.09
Dayforce Stock 0.1 $97k 1.4k 69.16
Mcdonalds Corp Stock (MCD) 0.1 $96k 313.00 305.72
Constellation Energy Corp Stock (CEG) 0.1 $95k 269.00 353.27
Sherwin Williams Stock (SHW) 0.1 $95k 293.00 324.03
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $94k 201.00 468.76
Bank America Corp Stock (BAC) 0.1 $94k 1.7k 55.00
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $94k 761.00 123.22
Canadian Pacific Kansas City Stock (CP) 0.1 $92k 1.3k 73.63
Eaton Vance Tax-advantaged Dividend Income Fund Cef (EVT) 0.1 $90k 3.6k 25.18
Flexshares Credit-scored Us Corporate Bond Index Fund Etf (SKOR) 0.1 $88k 1.8k 49.12
Goldman Sachs Group Stock (GS) 0.1 $88k 100.00 879.00
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $88k 1.2k 75.42
Capital Group Global Equity Etf Etf (CGGE) 0.1 $87k 2.8k 31.63
Vanguard Large-cap Etf Etf (VV) 0.1 $87k 276.00 314.34
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $86k 404.00 211.98
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.1 $84k 1.9k 45.05
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $83k 883.00 94.16
Idexx Labs Stock (IDXX) 0.1 $82k 121.00 676.53
Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD) 0.1 $81k 3.6k 22.35
Capital One Finl Corp Stock (COF) 0.1 $80k 330.00 242.36
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $79k 398.00 198.62
John Hancock Preferred Income Fund Cef (HPI) 0.1 $73k 4.5k 16.19
Emerson Elec Stock (EMR) 0.1 $71k 538.00 132.68
Intel Corp Stock (INTC) 0.1 $71k 1.9k 36.89
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $71k 900.00 78.81
Visa Inc Com Cl A Stock (V) 0.1 $70k 200.00 350.88
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.1 $70k 1.5k 46.54
Vanguard Value Etf Etf (VTV) 0.1 $69k 360.00 191.22
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $68k 385.00 177.75
Ishares Msci Eafe Value Etf Etf (EFV) 0.1 $66k 919.00 71.44
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.1 $64k 861.00 74.17
Target Corp Stock (TGT) 0.1 $62k 634.00 97.81
Ge Vernova Stock (GEV) 0.1 $61k 93.00 653.57
Bank Montreal Medium Stock (BMO) 0.1 $61k 467.00 129.79
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $60k 458.00 131.71
Caterpillar Stock (CAT) 0.1 $60k 105.00 572.87
Nvidia Corporation Stock (NVDA) 0.1 $60k 321.00 186.50
Vanguard Total Bond Market Etf Etf (BND) 0.1 $59k 795.00 74.07
Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $58k 510.00 113.95
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $58k 645.00 89.47
Flexshares Ultra-short Income Fund Etf (RAVI) 0.1 $57k 750.00 75.37
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 0.1 $56k 2.1k 26.68
S&p Global Stock (SPGI) 0.1 $56k 107.00 522.59
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.1 $54k 894.00 60.81
Coca Cola Stock (KO) 0.1 $54k 773.00 69.91
General Amern Invs Cef (GAM) 0.1 $54k 918.00 58.73
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.1 $54k 1.0k 53.88
Disney Walt Stock (DIS) 0.1 $54k 470.00 113.77
Allstate Corp Stock (ALL) 0.1 $52k 250.00 208.15
Oreilly Automotive Stock (ORLY) 0.1 $52k 570.00 91.21
Vanguard Esg U.s. Corporate Bond Etf Etf (VCEB) 0.1 $52k 815.00 63.63
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $51k 1.0k 50.29
Vanguard Growth Etf Etf (VUG) 0.1 $51k 105.00 487.86
Jpmorgan Chase & Co Stock (JPM) 0.1 $51k 158.00 322.33
Walmart Stock (WMT) 0.1 $51k 453.00 111.41
Ww Grainger Stock (GWW) 0.1 $51k 50.00 1009.06
State Street Real Estate Select Sector Spdr Etf Etf (XLRE) 0.1 $50k 1.3k 40.35
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.1 $50k 2.1k 24.27
Bristol-myers Squibb Stock (BMY) 0.0 $50k 930.00 53.96
American Express Stock (AXP) 0.0 $49k 133.00 371.19
Wec Energy Group Stock (WEC) 0.0 $49k 465.00 105.57
Cisco Sys Stock (CSCO) 0.0 $49k 635.00 77.03
Davis Select Worldwide Etf Etf (DWLD) 0.0 $46k 985.00 46.64
Vaneck Pharmaceutical Etf Etf (PPH) 0.0 $45k 439.00 103.07
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.0 $45k 850.00 52.88
Ishares Esg Aware 80/20 Aggressive Allocation Etf Etf (EAOA) 0.0 $43k 1.0k 41.36
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $43k 97.00 444.59
Chevron Corporation Stock (CVX) 0.0 $43k 283.00 152.34
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $43k 637.00 67.22
Intuitive Surgical Stock (ISRG) 0.0 $43k 75.00 566.36
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $42k 411.00 102.39
Morgan Stanley Stock (MS) 0.0 $42k 236.00 177.53
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $41k 150.00 275.39
Vanguard Short-term Treasury Etf Etf (VGSH) 0.0 $41k 700.00 58.73
Danaher Corporation Stock (DHR) 0.0 $41k 177.00 228.92
Otter Tail Corp Stock (OTTR) 0.0 $40k 500.00 80.81
Ishares Esg Select Screened S&p Small-cap Etf Etf (XJR) 0.0 $40k 949.00 42.56
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $40k 1.8k 23.03
Global X U.s. Preferred Etf Etf (PFFD) 0.0 $40k 2.1k 18.91
Nvent Electric Stock (NVT) 0.0 $40k 391.00 102.07
Waste Connections Stock (WCN) 0.0 $40k 225.00 175.36
Tjx Cos Stock (TJX) 0.0 $38k 250.00 153.61
Pfizer Stock (PFE) 0.0 $38k 1.5k 24.90
Honeywell Intl Stock (HON) 0.0 $37k 190.00 195.09
Ishares Mbs Etf Etf (MBB) 0.0 $37k 389.00 95.22
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $36k 168.00 212.36
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES) 0.0 $36k 350.00 101.57
Aflac Stock (AFL) 0.0 $36k 322.00 110.32
Exelon Corp Stock (EXC) 0.0 $35k 807.00 43.60
Stryker Corporation Stock (SYK) 0.0 $35k 100.00 351.47
Vanguard S&p 500 Value Etf Etf (VOOV) 0.0 $34k 167.00 204.85
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.0 $34k 348.00 97.76
Fidelity Crypto Industry And Digital Payments Etf Etf (FDIG) 0.0 $34k 879.00 38.54
Intuit Stock (INTU) 0.0 $33k 50.00 662.42
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $33k 666.00 49.65
Mckesson Corp Stock (MCK) 0.0 $33k 40.00 820.30
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $33k 105.00 310.24
At&t Stock (T) 0.0 $32k 1.3k 24.85
Heico Corp Stock (HEI) 0.0 $32k 99.00 323.59
Regeneron Pharmaceuticals Stock (REGN) 0.0 $32k 41.00 772.80
Capital Group Short Duration Income Etf Etf (CGSD) 0.0 $32k 1.2k 26.01
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 0.0 $32k 260.00 121.28
Qualcomm Stock (QCOM) 0.0 $31k 179.00 171.25
Vanguard Mid-cap Etf Etf (VO) 0.0 $30k 104.00 290.22
Ishares Esg Aware 60/40 Balanced Allocation Etf Etf (EAOR) 0.0 $30k 848.00 35.34
Thermo Fisher Scientific Stock (TMO) 0.0 $29k 50.00 579.46
Vulcan Matls Stock (VMC) 0.0 $29k 100.00 285.22
Cummins Stock (CMI) 0.0 $28k 55.00 514.29
Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $28k 1.1k 26.23
Salesforce Stock (CRM) 0.0 $28k 104.00 264.91
Fidelity Dividend Etf For Rising Rates Etf (FDRR) 0.0 $26k 429.00 61.01
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH) 0.0 $26k 581.00 44.65
Anheuser Busch Inbev Sa Nv Adr (BUD) 0.0 $26k 403.00 64.04
Moodys Corp Stock (MCO) 0.0 $26k 50.00 510.86
Lulus Fashion Lounge Holdings Stock (LVLU) 0.0 $25k 4.8k 5.22
Oddity Tech Ltd Shs Cl A Stock (ODD) 0.0 $24k 593.00 40.18
Ishares Esg Advanced High Yield Corporate Bond Etf Etf (HYXF) 0.0 $22k 470.00 47.26
John Hancock Multifactor Developed International Etf Etf (JHMD) 0.0 $22k 530.00 41.53
Ishares S&p 100 Etf Etf (OEF) 0.0 $22k 63.00 342.97
Oge Energy Corp Stock (OGE) 0.0 $21k 500.00 42.70
Vale S A Adr (VALE) 0.0 $21k 1.6k 13.03
Ebay Stock (EBAY) 0.0 $21k 241.00 87.10
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $21k 115.00 181.30
Ark Genomic Revolution Etf Etf (ARKG) 0.0 $21k 716.00 28.96
Graphic Packaging Corp Del Stock (GPK) 0.0 $20k 1.4k 15.06
Ishares U.s. Technology Etf Etf (IYW) 0.0 $20k 99.00 199.68
Analog Devices Stock (ADI) 0.0 $20k 72.00 271.19
Enbridge Stock (ENB) 0.0 $19k 386.00 47.83
Vanguard Information Technology Etf Etf (VGT) 0.0 $18k 24.00 762.17
Johnson Ctls Stock (JCI) 0.0 $18k 151.00 119.75
Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT) 0.0 $18k 750.00 24.06
Microvision Inc Del Stock (MVIS) 0.0 $18k 22k 0.83
Ppl Corp Stock (PPL) 0.0 $18k 500.00 35.02
Synopsys Stock (SNPS) 0.0 $17k 36.00 469.72
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.0 $17k 515.00 32.73
Servicenow Stock (NOW) 0.0 $16k 105.00 153.19
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) 0.0 $16k 350.00 45.85
Ishares World Ex U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTD) 0.0 $16k 291.00 54.66
Tyler Technologies Stock (TYL) 0.0 $16k 35.00 453.94
Newmont Corp Stock (NEM) 0.0 $16k 157.00 99.85
Veeva Sys Inc Cl A Stock (VEEV) 0.0 $15k 69.00 223.23
Tesla Stock (TSLA) 0.0 $15k 34.00 449.71
Costar Grp Stock (CSGP) 0.0 $15k 220.00 67.24
Ritchie Bros Auctioneers Stock (RBA) 0.0 $15k 141.00 102.87
Medpace Hldgs Stock (MEDP) 0.0 $14k 25.00 561.64
GSK Adr (GSK) 0.0 $14k 284.00 49.04
Dominion Energy Stock (D) 0.0 $14k 232.00 58.59
Toronto Dominion Bk Ont Stock (TD) 0.0 $14k 144.00 94.20
Fair Isaac Corp Stock (FICO) 0.0 $14k 8.00 1690.62
Amgen Stock (AMGN) 0.0 $14k 41.00 329.80
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $13k 185.00 72.68
Ark Autonomous Technology & Robotics Etf Etf (ARKQ) 0.0 $13k 115.00 114.30
West Pharmaceutical Svsc Stock (WST) 0.0 $13k 46.00 275.13
Piper Jaffray Cos Stock (PIPR) 0.0 $13k 37.00 339.70
Dimensional International Small Cap Etf Etf (DFIS) 0.0 $12k 373.00 32.94
Verisk Analytics Stock (VRSK) 0.0 $12k 54.00 223.69
Rollins Stock (ROL) 0.0 $12k 200.00 60.02
American Elec Pwr Stock (AEP) 0.0 $12k 101.00 115.21
Brookfield Infrastructure Part Lp Int Unit Stock (BIP) 0.0 $12k 333.00 34.74
Entergy Corp Stock (ETR) 0.0 $12k 124.00 92.43
Cintas Corp Stock (CTAS) 0.0 $11k 60.00 188.07
Netflix Stock (NFLX) 0.0 $11k 120.00 93.76
Five Below Stock (FIVE) 0.0 $11k 57.00 188.37
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) 0.0 $11k 52.00 205.60
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.0 $10k 121.00 84.64
Ge Healthcare Technologies Stock (GEHC) 0.0 $10k 124.00 82.02
Ensign Group Stock (ENSG) 0.0 $10k 58.00 174.21
Privia Health Group Stock (PRVA) 0.0 $9.5k 402.00 23.71
Lockheed Martin Corp Stock (LMT) 0.0 $9.2k 19.00 483.68
Duke Energy Corp Stock (DUK) 0.0 $9.1k 78.00 116.73
Ark Innovation Etf Etf (ARKK) 0.0 $9.1k 118.00 76.74
Kinsale Cap Group Stock (KNSL) 0.0 $9.0k 23.00 391.13
Sap Se Adr (SAP) 0.0 $9.0k 37.00 242.92
Cambria Global Asset Allocation Etf Etf (GAA) 0.0 $8.8k 272.00 32.51
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $8.8k 88.00 100.30
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.0 $8.8k 126.00 69.67
Pentair Stock (PNR) 0.0 $8.7k 84.00 104.14
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $8.4k 96.00 87.16
Paycom Software Stock (PAYC) 0.0 $8.3k 52.00 159.37
Grayscale Bitcoin Covered Call Etf Etf (BTCC) 0.0 $7.9k 368.00 21.53
Zimmer Hldgs Stock (ZBH) 0.0 $7.9k 88.00 90.02
Ishares Core High Dividend Etf Etf (HDV) 0.0 $7.7k 63.00 121.65
Ishares Flexible Income Active Etf Etf (BINC) 0.0 $7.6k 144.00 52.77
Guidewire Software Stock (GWRE) 0.0 $7.4k 37.00 201.00
Starbucks Corp Stock (SBUX) 0.0 $7.4k 88.00 84.20
Paypal Hldgs Stock (PYPL) 0.0 $7.3k 125.00 58.51
Workiva Inc Com Cl A Stock (WK) 0.0 $7.1k 82.00 86.26
Spdr Ser Tr S&p Divid Etf Etf (SDY) 0.0 $7.0k 50.00 139.02
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $6.7k 70.00 96.29
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $6.4k 58.00 110.19
Motorola Solutions Stock (MSI) 0.0 $6.1k 16.00 383.31
Clearfield Stock (CLFD) 0.0 $5.8k 200.00 29.15
Yum China Hldgs Stock (YUMC) 0.0 $5.7k 119.00 47.89
Synchrony Financial Stock (SYF) 0.0 $5.5k 66.00 83.91
Vanguard Russell 2000 Etf Etf (VTWO) 0.0 $5.4k 54.00 99.52
Freshpet Stock (FRPT) 0.0 $5.1k 84.00 60.93
Globant S A Stock (GLOB) 0.0 $5.1k 78.00 65.37
Ishares Msci Eafe Etf Etf (EFA) 0.0 $5.1k 53.00 96.04
Alkami Technology Stock (ALKT) 0.0 $5.0k 216.00 23.07
Air Products And Chemicals Stock (APD) 0.0 $4.9k 20.00 247.00
Agilent Technologies Stock (A) 0.0 $4.9k 36.00 136.08
Ishares Tips Bond Etf Etf (TIP) 0.0 $4.8k 44.00 109.91
Bce Stock (BCE) 0.0 $4.7k 198.00 23.82
Floor & Decor Hldgs Inc Cl A Stock (FND) 0.0 $4.5k 74.00 60.89
Ameriprise Finl Stock (AMP) 0.0 $4.4k 9.00 490.33
Comcast Corp New Cl A Stock (CMCSA) 0.0 $4.3k 144.00 29.89
Encompass Health Corp Stock (EHC) 0.0 $4.2k 40.00 106.15
Inspire Med Sys Stock (INSP) 0.0 $3.7k 40.00 92.22
Haleon Plc Spon Ads Adr (HLN) 0.0 $3.6k 355.00 10.11
Paylocity Hldg Corp Stock (PCTY) 0.0 $3.5k 23.00 152.52
Stanley Black & Decker Stock (SWK) 0.0 $3.3k 44.00 74.27
Kyndryl Hldgs Stock (KD) 0.0 $3.2k 120.00 26.56
Spdr Gold Etf Etf (GLD) 0.0 $3.2k 8.00 396.25
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.0 $3.0k 38.00 80.21
Echostar Holding Corp Stock (SATS) 0.0 $3.0k 28.00 108.71
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.0 $2.9k 71.00 41.37
Teck Resources Ltd Cl B Stock (TECK) 0.0 $2.9k 61.00 47.89
Travelers Companies Stock (TRV) 0.0 $2.9k 10.00 290.10
Vanguard Total International Bond Etf Etf (BNDX) 0.0 $2.9k 60.00 48.32
The Trade Desk Inc Com Cl A Stock (TTD) 0.0 $2.8k 74.00 37.96
Ishares Treasury Floating Rate Bond Etf Etf (TFLO) 0.0 $2.5k 50.00 50.46
HP Stock (HPQ) 0.0 $2.5k 112.00 22.23
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $2.4k 44.00 53.75
Viatris Stock (VTRS) 0.0 $2.3k 187.00 12.45
Solstice Advanced Matls Stock (SOLS) 0.0 $2.3k 47.00 48.57
Ppg Inds Stock (PPG) 0.0 $2.2k 21.00 102.48
Ark Next Generation Internet Etf Etf (ARKW) 0.0 $2.1k 14.00 147.71
Wabtec Stock (WAB) 0.0 $1.9k 9.00 213.78
Nrg Energy Stock (NRG) 0.0 $1.9k 12.00 159.25
Ark Blockchain & Fintech Innovation Etf Etf (ARKF) 0.0 $1.8k 38.00 47.63
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.0 $1.8k 34.00 52.62
Brookfield Infrastructure Corp Com Sub Vtg A Stock (BIPC) 0.0 $1.6k 36.00 45.39
Keycorp Stock (KEY) 0.0 $1.5k 73.00 20.55
Citigroup Stock (C) 0.0 $1.4k 12.00 116.67
Keysight Technologies Stock (KEYS) 0.0 $1.2k 6.00 203.17
Abbvie Stock (ABBV) 0.0 $457.000000 2.00 228.50
Nike Inc Cl B Stock (NKE) 0.0 $382.000200 6.00 63.67
Corteva Stock (CTVA) 0.0 $335.000000 5.00 67.00
Eastman Chem Stock (EMN) 0.0 $255.000000 4.00 63.75
Gilead Sciences Stock (GILD) 0.0 $245.000000 2.00 122.50
Enhabit Stock (EHAB) 0.0 $184.000000 20.00 9.20
Fortune Brands Innovations Stock (FBIN) 0.0 $100.000000 2.00 50.00
Brunswick Corp Stock (BC) 0.0 $0 0 0.00