Birchwood Financial Partners

Birchwood Financial Partners as of June 30, 2026

Portfolio Holdings for Birchwood Financial Partners

Birchwood Financial Partners holds 352 positions in its portfolio as reported in the June 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 $7.9M 48k 163.67
Pimco Active Bond Exchange-traded Fund Etf (BOND) 4.6 $5.7M 62k 92.21
Schwab Fundamental International Equity Etf Etf (FNDF) 4.6 $5.7M 107k 52.76
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 4.6 $5.6M 100k 55.93
Vanguard S&p 500 Etf Etf (VOO) 4.2 $5.2M 7.5k 686.80
Apple Stock (AAPL) 4.1 $5.0M 17k 289.35
Harbor Long-term Growers Etf Etf (WINN) 3.4 $4.1M 128k 32.47
Donaldson Stock (DCI) 2.9 $3.5M 40k 89.77
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.8 $3.4M 48k 71.25
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) 2.7 $3.3M 83k 39.68
Vanguard Extended Market Etf Etf (VXF) 2.6 $3.1M 13k 246.21
Microsoft Stock (MSFT) 2.3 $2.8M 7.4k 373.00
Unitedhealth Group Stock (UNH) 2.0 $2.4M 5.8k 415.65
Ishares Esg Aware Msci Em Etf Etf (ESGE) 1.7 $2.1M 39k 54.69
Schwab Fundamental U.s. Small Company Etf Etf (FNDA) 1.6 $2.0M 53k 38.06
Schwab Us Dividend Equity Etf Etf (SCHD) 1.6 $2.0M 62k 31.71
Capital Group Growth Etf Etf (CGGR) 1.6 $2.0M 42k 47.20
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM) 1.5 $1.9M 30k 62.78
Ishares Core S&p 500 Etf Etf (IVV) 1.5 $1.8M 2.4k 749.01
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 1.5 $1.8M 17k 102.81
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 1.4 $1.8M 52k 33.84
Schwab Fundamental U.s. Large Company Etf Etf (FNDX) 1.2 $1.5M 47k 31.10
Capital Group Municipal High-income Etf Etf (CGHM) 1.1 $1.3M 51k 25.85
3M Stock (MMM) 1.1 $1.3M 8.0k 161.92
Schwab U.s. Large-cap Etf Etf (SCHX) 1.0 $1.2M 41k 29.43
Capital Group Dividend Value Etf Etf (CGDV) 1.0 $1.2M 24k 49.28
Capital Group International Focus Equity Etf Etf (CGXU) 0.9 $1.1M 33k 34.62
Capital Group Core Bond Etf Etf (CGCB) 0.9 $1.1M 43k 26.18
Lam Research Corp Stock (LRCX) 0.9 $1.1M 2.5k 433.33
Jpmorgan Income Etf Etf (JPIE) 0.8 $948k 21k 46.05
C H Robinson Worldwide Stock (CHRW) 0.8 $919k 4.9k 188.34
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $895k 1.8k 500.39
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.7 $876k 25k 34.81
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.7 $870k 7.4k 117.06
Ishares Esg Msci Kld 400 Etf Etf (DSI) 0.7 $851k 6.0k 142.38
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.7 $850k 6.4k 132.24
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 0.7 $812k 12k 67.58
Schwab U.s. Small-cap Etf Etf (SCHA) 0.7 $798k 22k 36.13
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.6 $755k 7.5k 100.82
Schwab Fundamental International Small Equity Etf Etf (FNDC) 0.6 $751k 16k 48.56
Xcel Energy Stock (XEL) 0.6 $717k 8.9k 80.30
Home Depot Stock (HD) 0.6 $685k 1.9k 352.75
Fastenal Stock (FAST) 0.5 $672k 14k 48.03
Oakmark U.s. Large Cap Etf Etf (OAKM) 0.5 $643k 23k 28.17
Wells Fargo & Co Stock (WFC) 0.5 $589k 7.1k 82.64
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $566k 1.6k 353.31
Davis Select International Etf Etf (DINT) 0.5 $561k 20k 28.50
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF) 0.4 $546k 7.2k 75.64
Meta Platforms Inc Cl A Stock (META) 0.4 $543k 963.00 563.43
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.4 $534k 13k 42.59
Capital Group New Geography Equity Etf Etf (CGNG) 0.4 $510k 14k 37.46
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.4 $505k 14k 36.26
Johnson & Johnson Stock (JNJ) 0.4 $499k 2.0k 253.97
Schwab International Equity Etf Etf (SCHF) 0.4 $477k 17k 27.70
Exxonmobil Holdings Corp Stock 0.4 $467k 3.4k 136.74
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $465k 1.3k 357.27
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.4 $454k 2.4k 188.09
Oracle Corporation Stock (ORCL) 0.4 $442k 3.0k 146.55
State Street Spdr Msci World Strategicfactors Etf Etf (QWLD) 0.3 $421k 2.8k 151.91
Capital Group Core Balanced Etf Etf (CGBL) 0.3 $420k 11k 37.96
Vanguard Morningstar Total Stock Market Etf Etf (VTI) 0.3 $395k 1.1k 370.13
Ishares Gold Trust Etf Etf (IAU) 0.3 $394k 5.2k 75.51
John Hancock Multifactor Small Cap Etf Etf (JHSC) 0.3 $381k 7.8k 48.56
Hartford Finl Svcs Group Stock (HIG) 0.3 $375k 2.8k 132.54
Procter & Gamble Stock (PG) 0.3 $373k 2.5k 146.65
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.3 $359k 4.7k 77.10
Vanguard Esg International Stock Etf Etf (VSGX) 0.3 $350k 4.3k 82.34
Capital Group Short Duration Municipal Income Etf Etf (CGSM) 0.3 $327k 12k 26.39
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.3 $325k 2.7k 120.21
Ishares Core S&p Small Cap Etf Etf (IJR) 0.3 $323k 2.2k 148.31
Us Bancorp Stock (USB) 0.2 $303k 5.0k 60.40
Ishares Select Dividend Etf Etf (DVY) 0.2 $303k 1.9k 156.28
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 0.2 $294k 11k 26.52
Schwab International Small-cap Equity Etf Etf (SCHC) 0.2 $283k 5.9k 48.12
Intel Corp Stock (INTC) 0.2 $270k 1.9k 139.61
Toro Stock (TTC) 0.2 $267k 2.7k 97.42
Graco Stock (GGG) 0.2 $253k 3.3k 75.62
Pepsico Stock (PEP) 0.2 $241k 1.8k 135.41
Vanguard Morningstar Small-cap Growth Etf Etf (VBK) 0.2 $241k 659.00 365.78
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS) 0.2 $228k 1.7k 134.73
Capital Group Conservative Equity Etf Etf (CGCV) 0.2 $227k 6.9k 32.82
Eli Lilly & Co Stock (LLY) 0.2 $220k 183.00 1200.90
Deere & Co Stock (DE) 0.2 $218k 344.00 634.04
Jpmorgan Diversified Return Use Equity Etf (JPUS) 0.2 $216k 1.5k 140.22
Costco Wholesale Corporation Stock (COST) 0.2 $216k 231.00 936.64
Powershares Qqq Trust Etf Etf (QQQ) 0.2 $205k 278.00 737.61
Ishares Short Duration Bond Active Etf Etf (NEAR) 0.2 $197k 3.9k 50.67
Intl Business Machines Stock (IBM) 0.2 $193k 684.00 281.37
Bny Mellon International Equity Etf Etf (BKIE) 0.2 $187k 1.9k 100.62
Pimco Preferred And Capital Securities Active Etf Etf (PRFD) 0.1 $181k 3.5k 51.35
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) 0.1 $180k 6.0k 30.17
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.1 $178k 2.4k 74.96
Mastercard Stock (MA) 0.1 $177k 344.00 513.60
Ishares Core S&p Us Value Etf Etf (IUSV) 0.1 $172k 1.6k 110.15
Amazon.com Stock (AMZN) 0.1 $167k 701.00 238.34
Medtronic Stock (MDT) 0.1 $166k 2.1k 78.23
Ishares Esg Select Screened S&p Small-cap Etf Etf (XJR) 0.1 $160k 3.0k 52.75
Ishares Esg Aware 60/40 Balanced Allocation Etf Etf (EAOR) 0.1 $157k 4.1k 37.91
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $154k 634.00 242.61
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $153k 201.00 763.14
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $151k 3.0k 50.23
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.1 $151k 3.0k 51.00
Ecolab Stock (ECL) 0.1 $150k 540.00 278.47
Seagate Technology Hldngs Plc Ord Stock (STX) 0.1 $145k 150.00 965.00
Fedex Corp Stock (FDX) 0.1 $143k 456.00 313.13
Ge Aerospace Stock (GE) 0.1 $140k 375.00 373.73
Capital Group Core Equity Etf Etf (CGUS) 0.1 $140k 3.2k 44.47
Yum Brands Stock (YUM) 0.1 $139k 869.00 159.88
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $137k 1.6k 85.48
Solventum Corp Stock (SOLV) 0.1 $136k 1.8k 77.15
Incyte Corp Stock (INCY) 0.1 $132k 1.2k 113.36
State Street Spdr S&p 500 Etf Etf (SPY) 0.1 $131k 175.00 748.26
Union Pac Corp Stock (UNP) 0.1 $131k 480.00 272.00
Davis Select U.s. Equity Etf Etf (DUSA) 0.1 $122k 2.2k 56.18
Ishares Esg Aware 80/20 Aggressive Allocation Etf Etf (EAOA) 0.1 $121k 2.7k 45.42
Schwab U.s. Reit Etf Etf (SCHH) 0.1 $114k 4.8k 23.68
First Eagle Overseas Equity Etf Etf (FEOE) 0.1 $113k 2.1k 53.40
Caterpillar Stock (CAT) 0.1 $112k 105.00 1066.44
Ge Vernova Stock (GEV) 0.1 $109k 93.00 1174.86
Canadian Pacific Kansas City Stock (CP) 0.1 $108k 1.3k 86.65
Harbor Commodity All-weather Strategy Etf Etf (HGER) 0.1 $106k 3.6k 29.34
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) 0.1 $105k 1.3k 80.16
Eaton Vance Tax-advantaged Dividend Income Fund Cef (EVT) 0.1 $102k 3.7k 27.68
Goldman Sachs Group Stock (GS) 0.1 $101k 100.00 1011.37
Sherwin Williams Stock (SHW) 0.1 $101k 293.00 344.32
Vanguard Morningstar Small-cap Value Etf Etf (VBR) 0.1 $99k 406.00 243.25
Capital Group Global Equity Etf Etf (CGGE) 0.1 $97k 2.8k 35.24
Vanguard Large-cap Etf Etf (VV) 0.1 $95k 277.00 344.14
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) 0.1 $94k 2.1k 44.85
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.1 $93k 1.9k 49.99
General Mills Stock (GIS) 0.1 $90k 2.6k 34.80
Flexshares Credit-scored Us Corporate Bond Index Fund Etf (SKOR) 0.1 $87k 1.8k 48.54
Bank Of Amer Corp Stock (BAC) 0.1 $85k 1.5k 56.98
Mcdonalds Corp Stock (MCD) 0.1 $85k 314.00 269.90
Target Corp Stock (TGT) 0.1 $83k 634.00 130.69
Bank Montreal Medium Stock (BMO) 0.1 $83k 467.00 176.70
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES) 0.1 $81k 800.00 101.31
Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD) 0.1 $80k 3.6k 22.14
Vanguard Morningstar Value Etf Etf (VTV) 0.1 $79k 363.00 217.70
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $77k 800.00 96.51
Emerson Elec Stock (EMR) 0.1 $77k 538.00 143.10
John Hancock Preferred Income Fund Cef (HPI) 0.1 $76k 4.7k 16.21
Cisco Sys Stock (CSCO) 0.1 $75k 635.00 117.46
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.1 $71k 863.00 81.95
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $70k 900.00 77.91
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $68k 1.4k 50.58
Visa Inc Com Cl A Stock (V) 0.1 $68k 199.00 343.26
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $68k 462.00 147.60
Constellation Energy Corp Stock (CEG) 0.1 $67k 269.00 248.37
Ww Grainger Stock (GWW) 0.1 $67k 49.00 1362.18
Capital One Finl Corp Stock (COF) 0.1 $66k 330.00 200.62
Idexx Labs Stock (IDXX) 0.1 $64k 121.00 526.44
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $63k 656.00 96.52
Ishares Msci Eafe Value Etf Etf (EFV) 0.1 $62k 808.00 76.58
Allstate Corp Stock (ALL) 0.0 $60k 250.00 237.94
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $59k 429.00 137.65
General Amern Invs Cef (GAM) 0.0 $59k 918.00 63.75
Coca Cola Stock (KO) 0.0 $57k 699.00 81.27
State Street Real Estate Select Sector Spdr Etf Etf (XLRE) 0.0 $56k 1.3k 44.03
Wec Energy Group Stock (WEC) 0.0 $55k 469.00 116.89
Vanguard Morningstar Growth Etf Etf (VUG) 0.0 $54k 631.00 86.10
Bristol-myers Squibb Stock (BMY) 0.0 $54k 930.00 57.64
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $53k 1.0k 53.17
Oreilly Automotive Stock (ORLY) 0.0 $53k 570.00 92.09
Jpmorgan Chase & Co Stock (JPM) 0.0 $52k 158.00 327.44
Walmart Stock (WMT) 0.0 $51k 453.00 113.26
Nvidia Corporation Stock (NVDA) 0.0 $51k 256.00 200.09
Vanguard Esg U.s. Corporate Bond Etf Etf (VCEB) 0.0 $51k 815.00 62.76
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.0 $51k 2.1k 24.22
Avantis Responsible Emerging Markets Equity Etf Etf (AVSE) 0.0 $50k 607.00 81.82
Morgan Stanley Stock (MS) 0.0 $49k 236.00 209.04
Advisorshares Ranger Equity Bear Etf Etf 0.0 $49k 3.0k 16.49
Nuveen Esg Small-cap Etf Etf (NUSC) 0.0 $49k 933.00 52.12
Vaneck Pharmaceutical Etf Etf (PPH) 0.0 $48k 442.00 109.40
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $48k 583.00 82.57
Davis Select Worldwide Etf Etf (DWLD) 0.0 $46k 985.00 46.24
Disney Walt Stock (DIS) 0.0 $45k 471.00 96.17
American Express Stock (AXP) 0.0 $45k 133.00 339.38
Otter Tail Corp Stock (OTTR) 0.0 $45k 500.00 89.98
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $45k 385.00 116.67
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.0 $45k 850.00 52.41
Kraneshares Public-private Ai & Technology Etf Etf (AGIX) 0.0 $44k 932.00 46.89
Vanguard Total Bond Market Etf Etf (BND) 0.0 $43k 591.00 73.43
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $43k 522.00 82.80
S&p Global Stock (SPGI) 0.0 $43k 106.00 407.26
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $42k 412.00 102.22
Enbridge Stock (ENB) 0.0 $42k 775.00 54.21
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $42k 191.00 219.82
Chevron Corporation Stock (CVX) 0.0 $42k 253.00 165.68
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $42k 1.8k 22.78
Nvent Elec Stock (NVT) 0.0 $41k 242.00 169.74
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.0 $41k 349.00 117.47
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 0.0 $40k 260.00 153.64
Global X U.s. Preferred Etf Etf (PFFD) 0.0 $40k 2.1k 18.69
Cummins Stock (CMI) 0.0 $40k 55.00 718.58
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $39k 105.00 370.59
Tjx Cos Stock (TJX) 0.0 $38k 250.00 151.50
Aflac Stock (AFL) 0.0 $38k 322.00 117.30
Fidelity Crypto Industry And Digital Payments Etf Etf (FDIG) 0.0 $38k 883.00 42.73
Exelon Corp Stock (EXC) 0.0 $38k 807.00 46.63
Waste Connections Stock (WCN) 0.0 $38k 225.00 166.69
Vanguard S&p 500 Value Etf Etf (VOOV) 0.0 $37k 168.00 218.82
Pfizer Stock (PFE) 0.0 $37k 1.5k 24.08
Vanguard Morningstar Mid-cap Etf Etf (VO) 0.0 $36k 441.00 80.64
Fedex Fght Hldg Stock (FDXF) 0.0 $34k 228.00 151.00
Danaher Corp Del Stock (DHR) 0.0 $34k 176.00 190.48
Anheuser Busch Inbev Sa Nv Adr (BUD) 0.0 $33k 403.00 82.40
Qualcomm Stock (QCOM) 0.0 $33k 179.00 185.23
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $32k 201.00 158.22
Stryker Corporation Stock (SYK) 0.0 $32k 100.00 315.60
Capital Group Short Duration Income Etf Etf (CGSD) 0.0 $31k 1.2k 25.74
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH) 0.0 $30k 584.00 52.12
Mckesson Corp Stock (MCK) 0.0 $30k 40.00 755.60
Intuitive Surgical Stock (ISRG) 0.0 $30k 75.00 397.68
Ark Genomic Revolution Etf Etf (ARKG) 0.0 $30k 704.00 42.05
Vulcan Matls Stock (VMC) 0.0 $30k 100.00 295.01
Flexshares Ultra-short Income Fund Etf (RAVI) 0.0 $28k 375.00 75.42
Analog Devices Stock (ADI) 0.0 $28k 71.00 397.17
Fidelity Dividend Etf For Rising Rates Etf (FDRR) 0.0 $28k 434.00 64.91
Heico Corp Stock (HEI) 0.0 $27k 76.00 356.18
At&t Stock (T) 0.0 $27k 1.3k 20.71
Regeneron Pharmaceuticals Stock (REGN) 0.0 $26k 41.00 626.00
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $26k 116.00 220.82
Thermo Fisher Scientific Stock (TMO) 0.0 $25k 50.00 501.36
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $25k 110.00 226.57
Vale S A Adr (VALE) 0.0 $24k 1.6k 15.04
Oge Energy Corp Stock (OGE) 0.0 $24k 500.00 48.66
Ebay Stock (EBAY) 0.0 $24k 211.00 111.75
John Hancock Multifactor Developed International Etf Etf (JHMD) 0.0 $24k 530.00 44.41
Vanguard Information Technology Etf Etf (VGT) 0.0 $23k 195.00 119.23
Ishares S&p 100 Etf Etf (OEF) 0.0 $23k 63.00 366.60
Moodys Corp Stock (MCO) 0.0 $23k 50.00 452.92
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $22k 666.00 33.29
Johnson Ctls Stock (JCI) 0.0 $22k 151.00 146.11
Ishares Esg Advanced High Yield Corporate Bond Etf Etf (HYXF) 0.0 $22k 470.00 46.71
Vanguard Total World Stock Etf Etf (VT) 0.0 $22k 139.00 156.39
Honeywell Intl Stock (HON) 0.0 $21k 95.00 223.91
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $21k 170.00 124.77
Honeywell Aerospace Stock (HONA) 0.0 $21k 95.00 221.08
Vanguard Short-term Treasury Etf Etf (VGSH) 0.0 $20k 350.00 58.20
Centerpoint Energy Stock (CNP) 0.0 $19k 436.00 44.04
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.0 $19k 520.00 36.87
Ppl Corp Stock (PPL) 0.0 $18k 500.00 36.35
Toronto Dominion Bk Ont Stock (TD) 0.0 $18k 144.00 121.43
Ishares World Ex U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTD) 0.0 $17k 296.00 57.62
West Pharmaceutical Svsc Stock (WST) 0.0 $16k 45.00 359.00
Salesforce Stock (CRM) 0.0 $16k 103.00 156.66
Ritchie Bros Auctioneers Stock (RBA) 0.0 $16k 138.00 116.45
Synopsys Stock (SNPS) 0.0 $16k 36.00 446.08
Dominion Energy Stock (D) 0.0 $16k 232.00 68.29
First Eagle Global Equity Etf Etf (FEGE) 0.0 $15k 307.00 48.92
Amgen Stock (AMGN) 0.0 $15k 41.00 364.88
GSK Adr (GSK) 0.0 $15k 284.00 52.42
Newmont Corp Stock (NEM) 0.0 $15k 157.00 93.40
Graphic Packaging Corp Del Stock (GPK) 0.0 $14k 1.4k 10.57
Entergy Corp Stock (ETR) 0.0 $14k 124.00 114.86
Tesla Stock (TSLA) 0.0 $14k 33.00 420.61
American Elec Pwr Stock (AEP) 0.0 $14k 101.00 136.68
Tyler Technologies Stock (TYL) 0.0 $14k 47.00 292.47
Ark Autonomous Technology & Robotics Etf Etf (ARKQ) 0.0 $13k 102.00 131.75
Dimensional International Small Cap Etf Etf (DFIS) 0.0 $13k 377.00 35.07
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.0 $13k 286.00 46.19
Intuit Stock (INTU) 0.0 $13k 50.00 261.00
Medpace Hldgs Stock (MEDP) 0.0 $13k 24.00 529.58
Servicenow Stock (NOW) 0.0 $13k 126.00 99.28
Brookfield Infrastructure Part Lp Int Unit Stock (BIP) 0.0 $12k 333.00 36.49
Veeva Sys Inc Cl A Stock (VEEV) 0.0 $12k 67.00 177.46
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.0 $12k 123.00 95.08
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.0 $11k 166.00 68.13
Piper Jaffray Cos Stock (PIPR) 0.0 $11k 148.00 72.34
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $11k 103.00 101.87
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.0 $10k 126.00 82.58
Privia Health Group Stock (PRVA) 0.0 $10k 399.00 25.73
Cintas Corp Stock (CTAS) 0.0 $10k 59.00 170.08
Five Below Stock (FIVE) 0.0 $9.9k 55.00 179.78
Duke Energy Corp Stock (DUK) 0.0 $9.8k 78.00 126.06
Verisk Analytics Stock (VRSK) 0.0 $9.5k 53.00 179.53
Cambria Global Asset Allocation Etf Etf (GAA) 0.0 $9.4k 274.00 34.32
Ensign Group Stock (ENSG) 0.0 $9.1k 57.00 160.30
Oddity Tech Ltd Shs Cl A Stock (ODD) 0.0 $9.0k 593.00 15.13
Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT) 0.0 $9.0k 375.00 23.91
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) 0.0 $8.9k 49.00 181.14
Ark Innovation Etf Etf (ARKK) 0.0 $8.9k 110.00 80.62
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $8.8k 89.00 99.22
Linde Stock (LIN) 0.0 $8.8k 17.00 518.94
Oakmark Global Large Cap Etf Etf (OAKG) 0.0 $8.8k 350.00 25.14
Starbucks Corp Stock (SBUX) 0.0 $8.8k 86.00 102.19
Watsco Stock (WSO) 0.0 $8.8k 21.00 416.71
Ishares Core High Dividend Etf Etf (HDV) 0.0 $8.7k 319.00 27.37
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.0 $8.7k 116.00 74.80
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) 0.0 $8.6k 175.00 49.28
Netflix Stock (NFLX) 0.0 $8.6k 120.00 71.40
Fair Isaac Corp Stock (FICO) 0.0 $8.4k 7.00 1194.71
Rollins Stock (ROL) 0.0 $8.3k 198.00 41.74
Clearfield Stock (CLFD) 0.0 $8.0k 200.00 39.79
Kadant Stock (KAI) 0.0 $7.9k 25.00 314.24
Spdr Ser Tr S&p Divid Etf Etf (SDY) 0.0 $7.7k 50.00 153.00
Zimmer Hldgs Stock (ZBH) 0.0 $7.6k 88.00 86.19
Kinsale Cap Group Stock (KNSL) 0.0 $7.3k 22.00 329.82
Vanguard Russell 2000 Etf Etf (VTWO) 0.0 $6.6k 54.00 121.72
Pentair Stock (PNR) 0.0 $6.4k 84.00 76.65
Motorola Solutions Stock (MSI) 0.0 $6.2k 15.00 415.27
Costar Grp Stock (CSGP) 0.0 $6.1k 216.00 28.32
Grayscale Bitcoin Covered Call Etf Etf (BTCC) 0.0 $5.9k 470.00 12.47
Sap Se Adr (SAP) 0.0 $5.7k 37.00 154.11
Ishares Msci Eafe Etf Etf (EFA) 0.0 $5.6k 54.00 103.56
Paypal Hldgs Stock (PYPL) 0.0 $5.4k 126.00 43.21
Synchrony Financial Stock (SYF) 0.0 $5.0k 66.00 76.48
Ge Healthcare Technologies Stock (GEHC) 0.0 $5.0k 78.00 64.01
Freshpet Stock (FRPT) 0.0 $4.9k 83.00 59.12
Guidewire Software Stock (GWRE) 0.0 $4.4k 36.00 123.06
Yum China Hldgs Stock (YUMC) 0.0 $4.3k 106.00 40.99
Floor & Decor Hldgs Inc Cl A Stock (FND) 0.0 $4.3k 73.00 59.36
Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $4.3k 149.00 29.06
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $4.2k 70.00 59.73
Solstice Advanced Matls Stock (SOLS) 0.0 $4.2k 47.00 88.60
Stanley Black & Decker Stock (SWK) 0.0 $4.1k 44.00 94.11
Encompass Health Corp Stock (EHC) 0.0 $4.0k 40.00 101.08
Teck Resources Ltd Cl B Stock (TECK) 0.0 $3.6k 61.00 59.46
Comcast Corp New Cl A Stock (CMCSA) 0.0 $3.5k 144.00 24.55
Haleon Plc Spon Ads Adr (HLN) 0.0 $3.3k 355.00 9.33
The Cigna Group Stock (CI) 0.0 $3.3k 12.00 275.67
Travelers Companies Stock (TRV) 0.0 $3.3k 10.00 330.10
Agilent Technologies Stock (A) 0.0 $3.2k 24.00 132.83
Viatris Stock (VTRS) 0.0 $3.0k 187.00 15.88
Ishares Mbs Etf Etf (MBB) 0.0 $3.0k 31.00 95.19
Echostar Holding Corp Stock 0.0 $2.8k 28.00 101.50
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $2.7k 31.00 86.68
HP Stock (HPQ) 0.0 $2.5k 113.00 21.99
Wabtec Stock (WAB) 0.0 $2.4k 9.00 270.00
Paylocity Hldg Corp Stock (PCTY) 0.0 $2.3k 22.00 104.55
Globant S A Stock (GLOB) 0.0 $2.2k 77.00 28.94
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $2.1k 10.00 212.80
Inspire Med Sys Stock (INSP) 0.0 $1.8k 40.00 44.60
Nrg Energy Stock (NRG) 0.0 $1.8k 12.00 146.08
Keycorp Stock (KEY) 0.0 $1.7k 73.00 22.95
Ishares Flexible Income Active Etf Etf (BINC) 0.0 $1.6k 31.00 52.81
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.0 $1.4k 28.00 49.54
Brookfield Infrastructure Corp Com Sub Vtg A Stock (BIPC) 0.0 $1.4k 36.00 38.50
Avantis U.s. Large Cap Value Etf Etf (AVLV) 0.0 $1.4k 15.00 91.20
Citigroup Stock (C) 0.0 $1.3k 9.00 140.00
Ark Next Generation Internet Etf Etf (ARKW) 0.0 $1.0k 7.00 144.86
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $960.001200 36.00 26.67
Fidelity Enhanced International Etf Etf (FENI) 0.0 $922.999200 23.00 40.13
Dimensional International Value Etf Etf (DFIV) 0.0 $810.000000 15.00 54.00
Ark Blockchain & Fintech Innovation Etf Etf (ARKF) 0.0 $750.000300 19.00 39.47
Americas Gold And Silver Corp Stock (USAS) 0.0 $575.998600 122.00 4.72
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $407.000300 7.00 58.14
Gilead Sciences Stock (GILD) 0.0 $253.000000 2.00 126.50
Nike Inc Cl B Stock (NKE) 0.0 $246.000000 6.00 41.00
Versant Media Group Inc Com Cl A Stock (VSNT) 0.0 $180.000000 5.00 36.00
Brunswick Corp Stock (BC) 0.0 $0 0 0.00