Birchwood Financial Partners

Birchwood Financial Partners as of March 31, 2026

Portfolio Holdings for Birchwood Financial Partners

Birchwood Financial Partners holds 348 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 6.5 $6.7M 48k 141.42
Schwab Fundamental International Equity Etf Etf (FNDF) 4.8 $5.0M 102k 48.93
Pimco Active Bond Exchange-traded Fund Etf (BOND) 4.5 $4.7M 51k 92.28
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 4.5 $4.7M 99k 47.02
Apple Stock (AAPL) 4.4 $4.5M 18k 253.80
Vanguard S&p 500 Etf Etf (VOO) 3.8 $4.0M 6.7k 597.58
Donaldson Stock (DCI) 3.2 $3.4M 40k 84.87
Harbor Long-term Growers Etf Etf (WINN) 3.2 $3.3M 120k 27.73
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) 2.9 $3.0M 77k 38.26
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.7 $2.8M 44k 64.08
Microsoft Stock (MSFT) 2.7 $2.8M 7.4k 370.16
Vanguard Extended Market Etf Etf (VXF) 2.0 $2.1M 10k 205.80
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM) 1.7 $1.8M 29k 62.13
Ishares Esg Aware Msci Em Etf Etf (ESGE) 1.7 $1.7M 38k 45.47
Unitedhealth Group Stock (UNH) 1.6 $1.7M 6.1k 270.60
Schwab Fundamental U.s. Small Company Etf Etf (FNDA) 1.6 $1.6M 50k 32.43
Schwab Us Dividend Equity Etf Etf (SCHD) 1.5 $1.6M 52k 30.68
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 1.5 $1.6M 17k 95.62
Ishares Core S&p 500 Etf Etf (IVV) 1.5 $1.6M 2.4k 653.22
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 1.5 $1.5M 52k 29.13
Schwab Fundamental U.s. Large Company Etf Etf (FNDX) 1.3 $1.3M 47k 27.85
Capital Group Growth Etf Etf (CGGR) 1.2 $1.2M 30k 40.19
3M Stock (MMM) 1.1 $1.2M 8.2k 145.23
Schwab U.s. Large-cap Etf Etf (SCHX) 1.0 $1.1M 41k 25.64
Capital Group Municipal High-income Etf Etf (CGHM) 1.0 $1.0M 40k 25.32
C H Robinson Worldwide Stock (CHRW) 0.9 $926k 5.6k 166.07
Capital Group Dividend Value Etf Etf (CGDV) 0.9 $902k 21k 42.54
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.8 $855k 1.8k 479.20
Capital Group Core Bond Etf Etf (CGCB) 0.8 $799k 30k 26.26
Jpmorgan Income Etf Etf (JPIE) 0.7 $767k 17k 46.07
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.7 $765k 25k 30.50
Xcel Energy Stock (XEL) 0.7 $735k 9.3k 79.44
Schwab Fundamental International Small Equity Etf Etf (FNDC) 0.7 $713k 15k 46.36
Fastenal Stock (FAST) 0.7 $687k 15k 46.40
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.6 $665k 5.9k 112.28
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.6 $654k 6.5k 100.57
Home Depot Stock (HD) 0.6 $639k 1.9k 328.95
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 0.6 $635k 9.9k 63.91
Ishares Esg Msci Kld 400 Etf Etf (DSI) 0.6 $617k 5.1k 121.18
Schwab U.s. Small-cap Etf Etf (SCHA) 0.6 $609k 21k 29.08
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.6 $602k 6.6k 90.94
Exxon Mobil Corp Stock (XOM) 0.6 $580k 3.4k 169.68
Capital Group International Focus Equity Etf Etf (CGXU) 0.6 $573k 19k 29.49
Wells Fargo & Co Stock (WFC) 0.5 $567k 7.1k 79.61
Meta Platforms Inc Cl A Stock (META) 0.5 $551k 963.00 572.23
Lam Research Corp Stock (LRCX) 0.5 $536k 2.5k 213.66
Davis Select International Etf Etf (DINT) 0.5 $530k 20k 26.91
Oakmark U.s. Large Cap Etf Etf (OAKM) 0.5 $514k 19k 27.56
Johnson & Johnson Stock (JNJ) 0.5 $512k 2.1k 244.44
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.5 $507k 13k 40.47
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF) 0.5 $500k 7.2k 69.90
Ishares Gold Trust Etf Etf (IAU) 0.4 $461k 5.2k 88.16
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $460k 1.6k 286.81
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.4 $458k 14k 32.95
Oracle Corporation Stock (ORCL) 0.4 $444k 3.0k 147.11
Schwab International Equity Etf Etf (SCHF) 0.4 $419k 17k 24.75
State Street Spdr Msci World Strategicfactors Etf Etf (QWLD) 0.4 $397k 2.8k 143.14
Procter & Gamble Stock (PG) 0.4 $383k 2.6k 144.45
Hartford Finl Svcs Group Stock (HIG) 0.4 $381k 2.8k 135.23
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $374k 1.3k 287.45
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.4 $374k 2.4k 155.11
Capital Group Core Balanced Etf Etf (CGBL) 0.4 $371k 11k 34.41
John Hancock Multifactor Small Cap Etf Etf (JHSC) 0.3 $336k 7.8k 42.89
Capital Group Short Duration Municipal Income Etf Etf (CGSM) 0.3 $322k 12k 26.28
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.3 $321k 2.7k 119.51
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.3 $312k 4.6k 67.53
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $291k 907.00 320.90
Ishares Select Dividend Etf Etf (DVY) 0.3 $291k 1.9k 151.42
Graco Stock (GGG) 0.3 $283k 3.3k 84.66
Pepsico Stock (PEP) 0.3 $277k 1.8k 155.30
Schwab International Small-cap Equity Etf Etf (SCHC) 0.3 $274k 5.9k 46.74
Ishares Core S&p Small Cap Etf Etf (IJR) 0.3 $269k 2.2k 124.30
Us Bancorp Stock (USB) 0.3 $261k 5.0k 52.01
Capital Group New Geography Equity Etf Etf (CGNG) 0.3 $260k 8.2k 31.57
Vanguard Esg International Stock Etf Etf (VSGX) 0.2 $256k 3.6k 71.73
Toro Stock (TTC) 0.2 $256k 2.7k 93.44
Costco Wholesale Corporation Stock (COST) 0.2 $231k 231.00 997.68
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) 0.2 $216k 6.1k 35.44
Capital Group Conservative Equity Etf Etf (CGCV) 0.2 $202k 6.8k 29.81
Jpmorgan Diversified Return Use Equity Etf (JPUS) 0.2 $200k 1.5k 130.17
Vanguard Small-cap Growth Etf Etf (VBK) 0.2 $199k 658.00 302.48
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS) 0.2 $198k 1.7k 117.16
Ishares Short Duration Bond Active Etf Etf (NEAR) 0.2 $197k 3.9k 50.84
Deere & Co Stock (DE) 0.2 $194k 344.00 562.93
Medtronic Stock (MDT) 0.2 $184k 2.1k 86.65
Pimco Preferred And Capital Securities Active Etf Etf (PRFD) 0.2 $178k 3.5k 50.67
Bny Mellon International Equity Etf Etf (BKIE) 0.2 $172k 1.8k 93.44
Mastercard Stock (MA) 0.2 $172k 344.00 499.66
Eli Lilly & Co Stock (LLY) 0.2 $169k 183.00 920.90
Intl Business Machines Stock (IBM) 0.2 $166k 684.00 242.50
Fedex Corp Stock (FDX) 0.2 $162k 456.00 356.18
Powershares Qqq Trust Etf Etf (QQQ) 0.2 $161k 278.00 578.13
Ishares Core S&p Us Value Etf Etf (IUSV) 0.2 $160k 1.6k 102.22
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.2 $159k 2.4k 67.12
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $150k 3.0k 49.95
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.1 $150k 2.9k 50.98
Amazon.com Stock (AMZN) 0.1 $146k 703.00 208.27
Ecolab Stock (ECL) 0.1 $144k 540.00 265.88
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 0.1 $141k 5.4k 26.20
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $135k 633.00 213.76
Yum Brands Stock (YUM) 0.1 $135k 869.00 155.43
Capital Group Core Equity Etf Etf (CGUS) 0.1 $121k 3.1k 38.42
Solventum Corp Stock (SOLV) 0.1 $117k 1.8k 65.30
Union Pac Corp Stock (UNP) 0.1 $117k 480.00 242.62
State Street Spdr S&p 500 Etf Etf (SPY) 0.1 $114k 175.00 650.45
Davis Select U.s. Equity Etf Etf (DUSA) 0.1 $111k 2.2k 50.74
Incyte Corp Stock (INCY) 0.1 $110k 1.2k 94.12
Ge Aerospace Stock (GE) 0.1 $106k 375.00 283.77
Schwab U.s. Reit Etf Etf (SCHH) 0.1 $102k 4.8k 21.49
Canadian Pacific Kansas City Stock (CP) 0.1 $98k 1.3k 78.66
Mcdonalds Corp Stock (MCD) 0.1 $97k 313.00 311.08
General Mills Stock (GIS) 0.1 $96k 2.6k 37.22
Sherwin Williams Stock (SHW) 0.1 $94k 293.00 320.55
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) 0.1 $93k 2.1k 44.45
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) 0.1 $92k 1.3k 70.14
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $90k 1.2k 77.10
Eaton Vance Tax-advantaged Dividend Income Fund Cef (EVT) 0.1 $89k 3.6k 24.55
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $88k 405.00 217.48
Flexshares Credit-scored Us Corporate Bond Index Fund Etf (SKOR) 0.1 $88k 1.8k 48.62
Ishares Esg Select Screened S&p Small-cap Etf Etf (XJR) 0.1 $86k 2.0k 43.53
Intel Corp Stock (INTC) 0.1 $85k 1.9k 44.12
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.1 $85k 1.9k 45.50
Goldman Sachs Group Stock (GS) 0.1 $85k 100.00 845.99
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $84k 743.00 113.11
Capital Group Global Equity Etf Etf (CGGE) 0.1 $84k 2.8k 30.50
Vanguard Large-cap Etf Etf (VV) 0.1 $83k 276.00 299.29
Ge Vernova Stock (GEV) 0.1 $81k 93.00 872.90
Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD) 0.1 $80k 3.6k 22.21
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $79k 201.00 390.41
Target Corp Stock (TGT) 0.1 $77k 634.00 121.28
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $76k 398.00 191.81
Constellation Energy Corp Stock (CEG) 0.1 $75k 269.00 279.25
Caterpillar Stock (CAT) 0.1 $74k 105.00 709.00
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $74k 799.00 92.74
Bank Of Amer Corp Stock (BAC) 0.1 $73k 1.5k 48.75
John Hancock Preferred Income Fund Cef (HPI) 0.1 $72k 4.6k 15.69
Vanguard Value Etf Etf (VTV) 0.1 $71k 361.00 196.10
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $71k 900.00 78.41
Emerson Elec Stock (EMR) 0.1 $71k 538.00 130.98
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.1 $69k 1.5k 46.19
Ishares Msci Eafe Value Etf Etf (EFV) 0.1 $68k 919.00 74.38
Idexx Labs Stock (IDXX) 0.1 $68k 121.00 561.89
Bank Montreal Medium Stock (BMO) 0.1 $63k 467.00 135.34
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.1 $61k 861.00 70.91
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $61k 460.00 132.49
Visa Inc Com Cl A Stock (V) 0.1 $61k 200.00 302.39
Capital One Finl Corp Stock (COF) 0.1 $60k 330.00 182.43
Seagate Technology Hldngs Plc Ord Stock (STX) 0.1 $59k 150.00 391.76
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $58k 645.00 90.54
Bristol-myers Squibb Stock (BMY) 0.1 $56k 930.00 60.67
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $56k 385.00 146.28
Walmart Stock (WMT) 0.1 $56k 453.00 124.28
Wec Energy Group Stock (WEC) 0.1 $54k 465.00 115.89
General Amern Invs Cef (GAM) 0.1 $54k 918.00 58.47
Ww Grainger Stock (GWW) 0.1 $54k 49.00 1091.51
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.1 $53k 1.0k 53.22
Coca Cola Stock (KO) 0.1 $53k 699.00 76.05
Oreilly Automotive Stock (ORLY) 0.1 $53k 570.00 92.31
Chevron Corporation Stock (CVX) 0.1 $52k 253.00 206.79
Allstate Corp Stock (ALL) 0.0 $52k 250.00 207.34
State Street Real Estate Select Sector Spdr Etf Etf (XLRE) 0.0 $51k 1.3k 40.84
Vanguard Esg U.s. Corporate Bond Etf Etf (VCEB) 0.0 $51k 815.00 62.83
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $51k 1.0k 49.89
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.0 $51k 2.1k 24.24
Ishares Esg Aware 80/20 Aggressive Allocation Etf Etf (EAOA) 0.0 $50k 1.2k 40.52
Harbor Commodity All-weather Strategy Etf Etf (HGER) 0.0 $49k 1.6k 31.01
Cisco Sys Stock (CSCO) 0.0 $49k 635.00 77.59
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.0 $49k 834.00 58.18
Jpmorgan Chase & Co Stock (JPM) 0.0 $47k 158.00 294.26
Ishares Esg Aware 60/40 Balanced Allocation Etf Etf (EAOR) 0.0 $46k 1.3k 34.81
Vanguard Growth Etf Etf (VUG) 0.0 $46k 105.00 436.79
Vaneck Pharmaceutical Etf Etf (PPH) 0.0 $46k 439.00 103.77
S&p Global Stock (SPGI) 0.0 $46k 107.00 425.34
Disney Walt Stock (DIS) 0.0 $45k 471.00 96.30
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.0 $45k 850.00 52.56
Nvidia Corporation Stock (NVDA) 0.0 $45k 256.00 174.40
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $44k 637.00 69.75
Otter Tail Corp Stock (OTTR) 0.0 $44k 500.00 87.77
Vanguard Total Bond Market Etf Etf (BND) 0.0 $43k 588.00 73.64
Davis Select Worldwide Etf Etf (DWLD) 0.0 $43k 985.00 43.81
Honeywell Intl Stock (HON) 0.0 $43k 190.00 226.03
Pfizer Stock (PFE) 0.0 $43k 1.5k 28.08
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $43k 411.00 103.43
At&t Stock (T) 0.0 $42k 1.5k 29.00
Nuveen Esg Small-cap Etf Etf (NUSC) 0.0 $42k 933.00 45.06
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $42k 1.8k 22.91
American Express Stock (AXP) 0.0 $40k 133.00 303.50
Tjx Cos Stock (TJX) 0.0 $40k 250.00 159.70
First Eagle Overseas Equity Etf Etf (FEOE) 0.0 $40k 785.00 50.46
Exelon Corp Stock (EXC) 0.0 $40k 807.00 49.03
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $40k 97.00 407.69
Global X U.s. Preferred Etf Etf (PFFD) 0.0 $39k 2.1k 18.40
Morgan Stanley Stock (MS) 0.0 $39k 236.00 164.57
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $37k 330.00 111.42
Waste Connections Stock (WCN) 0.0 $37k 225.00 162.44
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $36k 168.00 211.57
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.0 $35k 348.00 101.74
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES) 0.0 $35k 350.00 101.14
Aflac Stock (AFL) 0.0 $35k 322.00 109.76
Mckesson Corp Stock (MCK) 0.0 $35k 40.00 865.35
Intuitive Surgical Stock (ISRG) 0.0 $35k 75.00 460.99
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $34k 105.00 327.07
Vanguard S&p 500 Value Etf Etf (VOOV) 0.0 $34k 167.00 203.79
Danaher Corp Del Stock (DHR) 0.0 $33k 176.00 189.60
Stryker Corporation Stock (SYK) 0.0 $33k 100.00 329.38
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 0.0 $32k 260.00 124.46
Avantis Responsible Emerging Markets Equity Etf Etf (AVSE) 0.0 $32k 478.00 66.62
Regeneron Pharmaceuticals Stock (REGN) 0.0 $32k 41.00 774.54
Capital Group Short Duration Income Etf Etf (CGSD) 0.0 $31k 1.2k 25.79
Vanguard Mid-cap Etf Etf (VO) 0.0 $30k 104.00 287.18
Cummins Stock (CMI) 0.0 $30k 55.00 542.07
Fidelity Crypto Industry And Digital Payments Etf Etf (FDIG) 0.0 $29k 880.00 32.78
Nvent Elec Stock (NVT) 0.0 $29k 242.00 118.28
Flexshares Ultra-short Income Fund Etf (RAVI) 0.0 $28k 375.00 75.41
Anheuser Busch Inbev Sa Nv Adr (BUD) 0.0 $28k 403.00 69.37
Vulcan Matls Stock (VMC) 0.0 $27k 100.00 272.30
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH) 0.0 $26k 582.00 45.40
Vale S A Adr (VALE) 0.0 $26k 1.6k 15.91
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $26k 666.00 38.42
Fidelity Dividend Etf For Rising Rates Etf (FDRR) 0.0 $25k 432.00 58.74
Thermo Fisher Scientific Stock (TMO) 0.0 $25k 50.00 491.54
Oge Energy Corp Stock (OGE) 0.0 $24k 500.00 47.96
Qualcomm Stock (QCOM) 0.0 $23k 179.00 129.03
Analog Devices Stock (ADI) 0.0 $23k 72.00 318.14
John Hancock Multifactor Developed International Etf Etf (JHMD) 0.0 $23k 530.00 42.37
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $22k 115.00 190.22
Moodys Corp Stock (MCO) 0.0 $22k 50.00 436.26
Ishares Esg Advanced High Yield Corporate Bond Etf Etf (HYXF) 0.0 $22k 470.00 46.31
Intuit Stock (INTU) 0.0 $22k 50.00 432.38
Enbridge Stock (ENB) 0.0 $21k 386.00 54.14
Heico Corp Stock (HEI) 0.0 $21k 76.00 274.20
Kraneshares Artificial Intelligence & Technology Etf Etf (AGIX) 0.0 $21k 632.00 32.77
Vanguard Short-term Treasury Etf Etf (VGSH) 0.0 $21k 350.00 58.54
Ishares S&p 100 Etf Etf (OEF) 0.0 $20k 63.00 318.06
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $20k 135.00 148.10
Johnson Ctls Stock (JCI) 0.0 $20k 151.00 130.95
Salesforce Stock (CRM) 0.0 $19k 103.00 186.67
Ebay Stock (EBAY) 0.0 $19k 211.00 91.02
Ppl Corp Stock (PPL) 0.0 $19k 500.00 38.20
Ark Genomic Revolution Etf Etf (ARKG) 0.0 $19k 704.00 26.41
Ishares Mbs Etf Etf (MBB) 0.0 $18k 186.00 94.95
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.0 $18k 515.00 33.97
Newmont Corp Stock (NEM) 0.0 $17k 157.00 108.25
Vanguard Information Technology Etf Etf (VGT) 0.0 $17k 24.00 706.25
Tyler Technologies Stock (TYL) 0.0 $16k 47.00 342.38
Ishares World Ex U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTD) 0.0 $16k 291.00 55.29
GSK Adr (GSK) 0.0 $16k 284.00 55.19
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $15k 185.00 78.66
Amgen Stock (AMGN) 0.0 $15k 41.00 354.51
First Eagle Global Equity Etf Etf (FEGE) 0.0 $14k 307.00 47.00
Dominion Energy Stock (D) 0.0 $14k 232.00 61.82
Synopsys Stock (SNPS) 0.0 $14k 36.00 396.47
Entergy Corp Stock (ETR) 0.0 $14k 124.00 112.36
Microvision Inc Del Stock (MVIS) 0.0 $14k 22k 0.64
Graphic Packaging Corp Del Stock (GPK) 0.0 $14k 1.4k 9.94
Toronto Dominion Bk Ont Stock (TD) 0.0 $13k 144.00 93.31
Ritchie Bros Auctioneers Stock (RBA) 0.0 $13k 139.00 95.85
American Elec Pwr Stock (AEP) 0.0 $13k 101.00 130.96
Servicenow Stock (NOW) 0.0 $13k 126.00 104.55
Five Below Stock (FIVE) 0.0 $13k 56.00 228.48
Tesla Stock (TSLA) 0.0 $13k 34.00 371.76
Dimensional International Small Cap Etf Etf (DFIS) 0.0 $13k 373.00 33.67
Brookfield Infrastructure Part Lp Int Unit Stock (BIP) 0.0 $12k 333.00 36.12
Medpace Hldgs Stock (MEDP) 0.0 $12k 25.00 480.20
Veeva Sys Inc Cl A Stock (VEEV) 0.0 $12k 68.00 175.66
Ensign Group Stock (ENSG) 0.0 $12k 58.00 201.50
Netflix Stock (NFLX) 0.0 $12k 120.00 96.15
West Pharmaceutical Svsc Stock (WST) 0.0 $12k 46.00 250.63
Ark Autonomous Technology & Robotics Etf Etf (ARKQ) 0.0 $11k 102.00 112.05
Piper Jaffray Cos Stock (PIPR) 0.0 $11k 148.00 76.55
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) 0.0 $11k 49.00 218.71
Rollins Stock (ROL) 0.0 $11k 200.00 53.41
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.0 $11k 121.00 86.64
Verisk Analytics Stock (VRSK) 0.0 $10k 54.00 189.76
Duke Energy Corp Stock (DUK) 0.0 $10k 78.00 130.41
Cintas Corp Stock (CTAS) 0.0 $10k 60.00 169.13
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) 0.0 $9.7k 175.00 55.16
Cambria Global Asset Allocation Etf Etf (GAA) 0.0 $9.1k 272.00 33.45
Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT) 0.0 $9.1k 375.00 24.24
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.0 $9.0k 126.00 71.13
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $8.8k 89.00 98.93
Costar Grp Stock (CSGP) 0.0 $8.8k 217.00 40.34
Ishares U.s. Technology Etf Etf (IYW) 0.0 $8.7k 48.00 181.42
Ishares Core High Dividend Etf Etf (HDV) 0.0 $8.6k 63.00 136.62
Fair Isaac Corp Stock (FICO) 0.0 $8.5k 8.00 1067.50
Linde Stock (LIN) 0.0 $8.4k 17.00 495.76
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.0 $8.4k 115.00 73.28
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $8.3k 96.00 86.69
Privia Health Group Stock (PRVA) 0.0 $8.3k 402.00 20.57
Zimmer Hldgs Stock (ZBH) 0.0 $8.0k 88.00 90.52
Oddity Tech Ltd Shs Cl A Stock (ODD) 0.0 $7.9k 593.00 13.38
Oakmark Global Large Cap Etf Etf (OAKG) 0.0 $7.9k 325.00 24.26
Starbucks Corp Stock (SBUX) 0.0 $7.8k 87.00 89.59
Watsco Stock (WSO) 0.0 $7.6k 21.00 363.81
Kinsale Cap Group Stock (KNSL) 0.0 $7.5k 22.00 341.68
Ishares Flexible Income Active Etf Etf (BINC) 0.0 $7.5k 144.00 51.93
Ark Innovation Etf Etf (ARKK) 0.0 $7.4k 110.00 67.42
Pentair Stock (PNR) 0.0 $7.3k 84.00 87.11
Kadant Stock (KAI) 0.0 $7.3k 25.00 292.36
Spdr Ser Tr S&p Divid Etf Etf (SDY) 0.0 $7.3k 50.00 145.80
Motorola Solutions Stock (MSI) 0.0 $6.9k 16.00 434.00
Grayscale Bitcoin Covered Call Etf Etf (BTCC) 0.0 $6.5k 419.00 15.54
Sap Se Adr (SAP) 0.0 $6.3k 37.00 171.22
Paypal Hldgs Stock (PYPL) 0.0 $5.7k 126.00 45.11
Ge Healthcare Technologies Stock (GEHC) 0.0 $5.6k 78.00 71.18
Vanguard Russell 2000 Etf Etf (VTWO) 0.0 $5.4k 54.00 100.17
Guidewire Software Stock (GWRE) 0.0 $5.4k 36.00 149.56
Clearfield Stock (CLFD) 0.0 $5.3k 200.00 26.47
Yum China Hldgs Stock (YUMC) 0.0 $5.2k 106.00 48.69
Ishares Msci Eafe Etf Etf (EFA) 0.0 $5.1k 53.00 97.13
Freshpet Stock (FRPT) 0.0 $4.9k 83.00 58.96
Synchrony Financial Stock (SYF) 0.0 $4.5k 66.00 68.41
Comcast Corp New Cl A Stock (CMCSA) 0.0 $4.1k 144.00 28.71
Encompass Health Corp Stock (EHC) 0.0 $3.9k 40.00 96.72
Floor & Decor Hldgs Inc Cl A Stock (FND) 0.0 $3.7k 73.00 50.79
Solstice Advanced Matls Stock (SOLS) 0.0 $3.6k 47.00 76.17
Haleon Plc Spon Ads Adr (HLN) 0.0 $3.6k 355.00 10.01
Globant S A Stock (GLOB) 0.0 $3.6k 77.00 46.10
Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $3.5k 139.00 25.12
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $3.3k 35.00 93.94
Echostar Holding Corp Stock (SATS) 0.0 $3.3k 28.00 117.07
The Cigna Group Stock (CI) 0.0 $3.2k 12.00 266.75
Teck Resources Ltd Cl B Stock (TECK) 0.0 $3.2k 61.00 51.75
Stanley Black & Decker Stock (SWK) 0.0 $3.1k 44.00 71.07
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.0 $3.0k 71.00 42.49
Travelers Companies Stock (TRV) 0.0 $2.9k 10.00 291.70
Agilent Technologies Stock (A) 0.0 $2.7k 24.00 114.00
Viatris Stock (VTRS) 0.0 $2.5k 187.00 13.51
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $2.4k 44.00 54.05
Paylocity Hldg Corp Stock (PCTY) 0.0 $2.4k 22.00 108.05
Wabtec Stock (WAB) 0.0 $2.3k 9.00 250.33
HP Stock (HPQ) 0.0 $2.2k 113.00 19.25
Inspire Med Sys Stock (INSP) 0.0 $2.1k 40.00 51.58
Nrg Energy Stock (NRG) 0.0 $1.8k 12.00 146.17
Kyndryl Hldgs Stock (KD) 0.0 $1.6k 120.00 13.12
Keycorp Stock (KEY) 0.0 $1.5k 73.00 19.96
Brookfield Infrastructure Corp Com Sub Vtg A Stock (BIPC) 0.0 $1.4k 36.00 39.53
Citigroup Stock (C) 0.0 $1.0k 9.00 113.44
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $988.999200 36.00 27.47
Ark Next Generation Internet Etf Etf (ARKW) 0.0 $843.999800 7.00 120.57
Ark Blockchain & Fintech Innovation Etf Etf (ARKF) 0.0 $722.000000 19.00 38.00
Americas Gold And Silver Corp Stock (USAS) 0.0 $636.998600 122.00 5.22
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $399.000000 7.00 57.00
Nike Inc Cl B Stock (NKE) 0.0 $316.999800 6.00 52.83
Enhabit Stock (EHAB) 0.0 $282.000000 20.00 14.10
Gilead Sciences Stock (GILD) 0.0 $279.000000 2.00 139.50
Versant Media Group Inc Com Cl A Stock (VSNT) 0.0 $185.000000 5.00 37.00
Brunswick Corp Stock (BC) 0.0 $0 0 0.00