Boyd Watterson Asset Management as of June 30, 2026
Portfolio Holdings for Boyd Watterson Asset Management
Boyd Watterson Asset Management holds 394 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 |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 7.1 | $26M | 35k | 746.78 | |
| Alphabet Inc Class A cs (GOOGL) | 5.4 | $20M | 56k | 357.37 | |
| Microsoft Corporation (MSFT) | 5.0 | $19M | 50k | 373.02 | |
| Broadcom (AVGO) | 4.6 | $17M | 45k | 377.75 | |
| JPMorgan Chase & Co. (JPM) | 3.2 | $12M | 36k | 327.33 | |
| Eli Lilly & Co. (LLY) | 3.0 | $11M | 9.4k | 1199.45 | |
| Caterpillar (CAT) | 2.9 | $11M | 10k | 1064.93 | |
| Eaton (ETN) | 2.9 | $11M | 25k | 426.12 | |
| SPDR S&P MidCap 400 ETF (MDY) | 2.6 | $9.8M | 14k | 703.34 | |
| American Express Company (AXP) | 2.4 | $8.9M | 26k | 338.25 | |
| Amazon (AMZN) | 2.3 | $8.5M | 36k | 238.34 | |
| Apple (AAPL) | 2.0 | $7.4M | 26k | 289.36 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 1.8 | $6.7M | 8.8k | 763.14 | |
| Exxon Mobil Corporation (XOM) | 1.7 | $6.3M | 46k | 136.72 | |
| Citigroup (C) | 1.7 | $6.2M | 44k | 139.96 | |
| Advanced Micro Devices (AMD) | 1.7 | $6.1M | 11k | 580.91 | |
| Abbvie (ABBV) | 1.6 | $5.9M | 24k | 251.64 | |
| Alphabet Inc Class C cs (GOOG) | 1.6 | $5.8M | 16k | 353.33 | |
| Johnson & Johnson (JNJ) | 1.5 | $5.5M | 22k | 253.97 | |
| Vanguard S&p 500 Etf idx (VOO) | 1.5 | $5.5M | 7.9k | 686.81 | |
| Visa (V) | 1.4 | $5.2M | 15k | 343.08 | |
| Parker-Hannifin Corporation (PH) | 1.4 | $5.1M | 5.2k | 978.06 | |
| iShares MSCI Emerging Markets Indx (EEM) | 1.3 | $4.8M | 71k | 68.41 | |
| NVIDIA Corporation (NVDA) | 1.3 | $4.8M | 24k | 200.09 | |
| Merck & Co (MRK) | 1.2 | $4.6M | 36k | 128.50 | |
| iShares S&P Global 100 Index (IOO) | 1.2 | $4.3M | 32k | 136.60 | |
| Honeywell International (HON) | 1.1 | $4.2M | 19k | 223.90 | |
| Honeywell Aerospace (HONA) | 1.1 | $4.1M | 19k | 221.08 | |
| Qualcomm (QCOM) | 1.0 | $3.8M | 21k | 184.79 | |
| Goldman Sachs (GS) | 1.0 | $3.8M | 3.8k | 1011.37 | |
| iShares S&P SmallCap 600 Index (IJR) | 1.0 | $3.5M | 24k | 148.31 | |
| Linde (LIN) | 0.9 | $3.2M | 6.2k | 518.97 | |
| Shopify Inc cl a (SHOP) | 0.9 | $3.2M | 28k | 114.18 | |
| Pepsi (PEP) | 0.8 | $3.1M | 23k | 135.40 | |
| Expedia (EXPE) | 0.8 | $2.9M | 11k | 255.88 | |
| Chevron Corporation (CVX) | 0.8 | $2.9M | 17k | 165.76 | |
| Texas Instruments Incorporated (TXN) | 0.8 | $2.9M | 9.6k | 298.07 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.7 | $2.6M | 25k | 103.88 | |
| Emerson Electric (EMR) | 0.7 | $2.6M | 18k | 143.15 | |
| Zebra Technologies (ZBRA) | 0.7 | $2.6M | 9.7k | 263.26 | |
| International Business Machines (IBM) | 0.7 | $2.5M | 9.0k | 281.20 | |
| Bristol Myers Squibb (BMY) | 0.7 | $2.5M | 43k | 57.62 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.6 | $2.3M | 73k | 31.71 | |
| O'reilly Automotive (ORLY) | 0.5 | $1.9M | 21k | 92.09 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $1.9M | 3.8k | 501.37 | |
| Ishares Tr broad usd high (USHY) | 0.5 | $1.9M | 51k | 37.02 | |
| Phillips 66 (PSX) | 0.5 | $1.9M | 11k | 169.05 | |
| Coca-Cola Company (KO) | 0.5 | $1.8M | 22k | 81.27 | |
| Abbott Laboratories (ABT) | 0.5 | $1.7M | 19k | 90.74 | |
| UnitedHealth (UNH) | 0.5 | $1.7M | 4.1k | 415.63 | |
| Cummins (CMI) | 0.4 | $1.6M | 2.3k | 713.17 | |
| Trane Technologies (TT) | 0.4 | $1.6M | 3.2k | 491.16 | |
| PPG Industries (PPG) | 0.4 | $1.5M | 13k | 121.29 | |
| Home Depot (HD) | 0.4 | $1.5M | 4.3k | 352.69 | |
| Procter & Gamble Company (PG) | 0.4 | $1.5M | 10k | 146.64 | |
| Nextera Energy (NEE) | 0.4 | $1.5M | 17k | 87.77 | |
| Becton, Dickinson and (BDX) | 0.4 | $1.4M | 9.5k | 151.33 | |
| Booking Holdings (BKNG) | 0.4 | $1.4M | 8.0k | 178.24 | |
| Kimberly-Clark Corporation (KMB) | 0.4 | $1.4M | 13k | 109.77 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $1.4M | 15k | 92.27 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.4 | $1.3M | 14k | 94.52 | |
| Masco Corporation (MAS) | 0.4 | $1.3M | 16k | 81.37 | |
| Target Corporation (TGT) | 0.4 | $1.3M | 10k | 130.61 | |
| Deere & Company (DE) | 0.3 | $1.3M | 2.0k | 634.33 | |
| Waters Corporation (WAT) | 0.3 | $1.2M | 3.2k | 375.04 | |
| Travelers Companies (TRV) | 0.3 | $1.2M | 3.5k | 330.12 | |
| salesforce (CRM) | 0.3 | $1.1M | 7.3k | 156.66 | |
| Tesla Motors (TSLA) | 0.3 | $1.1M | 2.7k | 420.60 | |
| Dell Technologies (DELL) | 0.3 | $1.1M | 2.6k | 431.46 | |
| Cigna Corp (CI) | 0.3 | $1.1M | 4.0k | 275.68 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $1.1M | 2.1k | 500.39 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.0M | 9.3k | 113.26 | |
| Cisco Systems (CSCO) | 0.3 | $1.0M | 8.8k | 117.46 | |
| Costco Wholesale Corporation (COST) | 0.3 | $1.0M | 1.1k | 935.47 | |
| Ge Vernova (GEV) | 0.3 | $1.0M | 863.00 | 1174.86 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.3 | $935k | 9.9k | 94.57 | |
| Netflix (NFLX) | 0.3 | $930k | 13k | 71.40 | |
| Vanguard Growth ETF (VUG) | 0.2 | $914k | 11k | 86.14 | |
| Boeing Company (BA) | 0.2 | $899k | 4.2k | 216.47 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $837k | 4.4k | 189.71 | |
| DNP Select Income Fund (DNP) | 0.2 | $806k | 75k | 10.79 | |
| Synchrony Financial (SYF) | 0.2 | $791k | 10k | 76.05 | |
| Facebook Inc cl a (META) | 0.2 | $762k | 1.4k | 563.29 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $758k | 25k | 30.49 | |
| TJX Companies (TJX) | 0.2 | $758k | 5.0k | 151.50 | |
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $755k | 9.8k | 77.11 | |
| Air Products & Chemicals (APD) | 0.2 | $745k | 2.5k | 293.22 | |
| U.S. Bancorp (USB) | 0.2 | $730k | 12k | 60.40 | |
| Carrier Global Corporation (CARR) | 0.2 | $716k | 9.8k | 73.35 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $672k | 1.1k | 623.54 | |
| Solstice Advanced Matls (SOLS) | 0.2 | $668k | 7.5k | 88.60 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.2 | $655k | 12k | 53.17 | |
| Danaher Corporation (DHR) | 0.2 | $605k | 3.2k | 190.49 | |
| MasterCard Incorporated (MA) | 0.2 | $604k | 1.2k | 513.60 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $561k | 1.1k | 522.39 | |
| Marsh & McLennan Companies (MRSH) | 0.1 | $554k | 3.3k | 166.68 | |
| Paylocity Holding Corporation (PCTY) | 0.1 | $538k | 5.2k | 104.53 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $506k | 6.5k | 77.54 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $486k | 10k | 48.57 | |
| Bank of America Corporation (BAC) | 0.1 | $473k | 8.3k | 56.98 | |
| General Electric (GE) | 0.1 | $457k | 1.2k | 373.73 | |
| Lowe's Companies (LOW) | 0.1 | $456k | 2.1k | 220.49 | |
| Wells Fargo & Company (WFC) | 0.1 | $447k | 5.4k | 82.64 | |
| Paycom Software (PAYC) | 0.1 | $444k | 3.5k | 125.68 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $411k | 5.0k | 82.11 | |
| Vaneck Etf Trust (CLOB) | 0.1 | $404k | 8.0k | 50.51 | |
| Janus Detroit Str Tr (JAAA) | 0.1 | $404k | 8.0k | 50.49 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $401k | 7.6k | 52.41 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.1 | $377k | 8.1k | 46.81 | |
| Roper Industries (ROP) | 0.1 | $352k | 1.0k | 338.45 | |
| SPDR Barclays Capital Long Term Tr (SPTL) | 0.1 | $345k | 13k | 26.23 | |
| Morgan Stanley (MS) | 0.1 | $327k | 1.6k | 209.00 | |
| McKesson Corporation (MCK) | 0.1 | $326k | 431.00 | 755.67 | |
| Verizon Communications (VZ) | 0.1 | $312k | 7.4k | 42.34 | |
| CSX Corporation (CSX) | 0.1 | $298k | 6.3k | 47.53 | |
| Blackrock (BLK) | 0.1 | $297k | 309.00 | 962.42 | |
| Intel Corporation (INTC) | 0.1 | $295k | 2.1k | 139.63 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $288k | 8.5k | 34.00 | |
| ConocoPhillips (COP) | 0.1 | $283k | 2.7k | 103.95 | |
| Vanguard Long Term Corporate Bond ETF (VCLT) | 0.1 | $278k | 3.7k | 75.25 | |
| Mondelez Int (MDLZ) | 0.1 | $269k | 4.6k | 57.84 | |
| Amgen (AMGN) | 0.1 | $260k | 719.00 | 361.94 | |
| Fastenal Company (FAST) | 0.1 | $247k | 5.1k | 48.03 | |
| Invesco Senior Loan Etf otr (BKLN) | 0.1 | $246k | 12k | 20.37 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $235k | 3.3k | 71.61 | |
| KLA-Tencor Corporation (KLAC) | 0.1 | $229k | 760.00 | 301.71 | |
| Pfizer (PFE) | 0.1 | $225k | 9.4k | 24.08 | |
| National Rural Util Corp 5.5 P PFD (NRUC) | 0.1 | $215k | 9.5k | 22.68 | |
| Medtronic (MDT) | 0.1 | $203k | 2.6k | 78.23 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $202k | 2.5k | 79.97 | |
| Kenvue (KVUE) | 0.1 | $199k | 10k | 19.11 | |
| Nextera Energy Capital 5.65 P PFD (NEE.PN) | 0.1 | $197k | 8.9k | 21.99 | |
| Hp (HPQ) | 0.0 | $172k | 7.8k | 21.94 | |
| Southern Co 4.20 P PFD (SOJE) | 0.0 | $171k | 10k | 16.93 | |
| Exelon Corporation (EXC) | 0.0 | $165k | 3.5k | 46.62 | |
| SPDR Barclays Capital Inter Term (SPTI) | 0.0 | $160k | 5.6k | 28.39 | |
| Ameriprise Financial (AMP) | 0.0 | $152k | 331.00 | 458.99 | |
| Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 0.0 | $149k | 1.5k | 96.37 | |
| Kinder Morgan (KMI) | 0.0 | $147k | 4.6k | 31.97 | |
| Oneok (OKE) | 0.0 | $144k | 1.7k | 86.94 | |
| EOG Resources (EOG) | 0.0 | $143k | 1.1k | 129.73 | |
| Mplx (MPLX) | 0.0 | $139k | 2.5k | 56.33 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $137k | 287.00 | 477.57 | |
| SYSCO Corporation (SYY) | 0.0 | $134k | 1.6k | 83.58 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $134k | 2.5k | 53.61 | |
| 3M Company (MMM) | 0.0 | $129k | 797.00 | 161.91 | |
| Ingersoll Rand (IR) | 0.0 | $121k | 1.5k | 81.99 | |
| Illinois Tool Works (ITW) | 0.0 | $116k | 430.00 | 270.47 | |
| Micron Technology (MU) | 0.0 | $112k | 97.00 | 1154.29 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $108k | 550.00 | 195.73 | |
| Oracle Corporation (ORCL) | 0.0 | $105k | 719.00 | 146.55 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $105k | 965.00 | 109.07 | |
| Truist Financial Corp equities (TFC) | 0.0 | $99k | 2.0k | 49.83 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $91k | 356.00 | 255.67 | |
| Hca Holdings (HCA) | 0.0 | $91k | 232.00 | 389.89 | |
| Altria (MO) | 0.0 | $89k | 1.2k | 71.95 | |
| At&t (T) | 0.0 | $83k | 4.0k | 20.70 | |
| Yum! Brands (YUM) | 0.0 | $82k | 510.00 | 159.86 | |
| Colgate-Palmolive Company (CL) | 0.0 | $80k | 875.00 | 91.68 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $79k | 719.00 | 109.43 | |
| Paypal Holdings (PYPL) | 0.0 | $78k | 1.8k | 43.18 | |
| Public Storage (PSA) | 0.0 | $76k | 240.00 | 318.31 | |
| W.W. Grainger (GWW) | 0.0 | $76k | 56.00 | 1360.39 | |
| Enterprise Products Partners (EPD) | 0.0 | $73k | 2.0k | 36.76 | |
| Southern Company (SO) | 0.0 | $70k | 734.00 | 95.71 | |
| Capital One Financial (COF) | 0.0 | $69k | 344.00 | 200.62 | |
| Chubb (CB) | 0.0 | $68k | 200.00 | 340.74 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $68k | 568.00 | 119.52 | |
| Abb (ABBNY) | 0.0 | $68k | 622.00 | 108.57 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $66k | 641.00 | 102.99 | |
| American Electric Power Company (AEP) | 0.0 | $63k | 460.00 | 136.81 | |
| Paychex (PAYX) | 0.0 | $62k | 626.00 | 98.33 | |
| Duke Energy (DUK) | 0.0 | $61k | 479.00 | 126.58 | |
| McDonald's Corporation (MCD) | 0.0 | $58k | 216.00 | 270.31 | |
| Zimmer Holdings (ZBH) | 0.0 | $58k | 675.00 | 86.09 | |
| Cardinal Health (CAH) | 0.0 | $57k | 240.00 | 237.56 | |
| Waste Management (WM) | 0.0 | $57k | 254.00 | 222.88 | |
| Philip Morris International (PM) | 0.0 | $56k | 312.00 | 180.91 | |
| Nucor Corporation (NUE) | 0.0 | $56k | 249.00 | 222.75 | |
| Markel Corporation (MKL) | 0.0 | $55k | 28.00 | 1953.00 | |
| BAE Systems (BAESY) | 0.0 | $54k | 556.00 | 97.90 | |
| Mitsui & Co (MITSY) | 0.0 | $52k | 93.00 | 553.39 | |
| NiSource (NI) | 0.0 | $51k | 1.1k | 47.55 | |
| Progressive Corporation (PGR) | 0.0 | $51k | 234.00 | 218.45 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $51k | 607.00 | 83.75 | |
| AmerisourceBergen (COR) | 0.0 | $50k | 177.00 | 282.98 | |
| CenterPoint Energy (CNP) | 0.0 | $50k | 1.1k | 44.04 | |
| DBS Group Holdings (DBSDY) | 0.0 | $50k | 246.00 | 202.25 | |
| Allianz Se (ALIZY) | 0.0 | $49k | 1.0k | 47.34 | |
| Spdr Short-term High Yield mf (SJNK) | 0.0 | $48k | 1.9k | 25.03 | |
| Motorola Solutions (MSI) | 0.0 | $47k | 114.00 | 415.29 | |
| Keysight Technologies (KEYS) | 0.0 | $46k | 132.00 | 350.07 | |
| Aon (AON) | 0.0 | $46k | 138.00 | 331.69 | |
| CVS Caremark Corporation (CVS) | 0.0 | $45k | 435.00 | 103.45 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $45k | 462.00 | 96.43 | |
| Mitsubishi UFJ Financial (MUFG) | 0.0 | $45k | 2.2k | 19.89 | |
| Unilever (UL) | 0.0 | $44k | 726.00 | 60.12 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $42k | 700.00 | 59.69 | |
| Intercontinental Hotels Group (IHG) | 0.0 | $41k | 239.00 | 173.12 | |
| Equity Residential (EQR) | 0.0 | $41k | 600.00 | 67.93 | |
| HSBC Holdings (HSBC) | 0.0 | $40k | 416.00 | 95.09 | |
| Schlumberger (SLB) | 0.0 | $40k | 850.00 | 46.49 | |
| Iberdrola SA (IBDRY) | 0.0 | $39k | 387.00 | 99.88 | |
| Dominion Resources (D) | 0.0 | $38k | 557.00 | 68.29 | |
| Siemens (SIEGY) | 0.0 | $38k | 234.00 | 160.72 | |
| Consolidated Edison (ED) | 0.0 | $38k | 339.00 | 110.63 | |
| Constellation Energy (CEG) | 0.0 | $37k | 150.00 | 248.37 | |
| Axa (AXAHY) | 0.0 | $37k | 740.00 | 50.13 | |
| British American Tobac (BTI) | 0.0 | $37k | 600.00 | 61.76 | |
| ORIX Corporation (IX) | 0.0 | $37k | 965.00 | 38.04 | |
| Public Service Enterprise (PEG) | 0.0 | $36k | 448.00 | 81.16 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $35k | 329.00 | 106.47 | |
| Ishares Tr cmn (STIP) | 0.0 | $34k | 329.00 | 102.16 | |
| Simon Property (SPG) | 0.0 | $34k | 150.00 | 223.65 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $33k | 298.00 | 110.69 | |
| Norfolk Southern (NSC) | 0.0 | $33k | 104.00 | 314.59 | |
| Jpmorgan Chase Finl (AMJB) | 0.0 | $33k | 943.00 | 34.49 | |
| Tor Dom Bk Cad (TD) | 0.0 | $32k | 264.00 | 121.43 | |
| Corning Incorporated (GLW) | 0.0 | $32k | 125.00 | 255.43 | |
| Plains All American Pipeline (PAA) | 0.0 | $32k | 1.4k | 22.26 | |
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $31k | 79.00 | 396.61 | |
| Enbridge (ENB) | 0.0 | $31k | 564.00 | 54.21 | |
| Novartis (NVS) | 0.0 | $30k | 193.00 | 156.72 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.0 | $30k | 587.00 | 50.23 | |
| Carnival Corp (CCL) | 0.0 | $28k | 966.00 | 28.57 | |
| Wec Energy Group (WEC) | 0.0 | $27k | 228.00 | 116.77 | |
| Energy Transfer Equity (ET) | 0.0 | $27k | 1.4k | 19.12 | |
| S&p Global (SPGI) | 0.0 | $26k | 64.00 | 407.27 | |
| Rio Tinto (RIO) | 0.0 | $25k | 267.00 | 94.93 | |
| L3harris Technologies (LHX) | 0.0 | $25k | 86.00 | 290.59 | |
| BHP Billiton (BHP) | 0.0 | $25k | 297.00 | 83.31 | |
| Valero Energy Corporation (VLO) | 0.0 | $25k | 95.00 | 260.44 | |
| Komatsu (KMTUY) | 0.0 | $24k | 629.00 | 38.65 | |
| Omni (OMC) | 0.0 | $24k | 331.00 | 72.83 | |
| Toyota Motor Corporation (TM) | 0.0 | $24k | 141.00 | 168.42 | |
| Coinbase Global (COIN) | 0.0 | $24k | 161.00 | 146.19 | |
| Te Connectivity (TEL) | 0.0 | $22k | 110.00 | 201.61 | |
| GSK (GSK) | 0.0 | $22k | 419.00 | 52.42 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $22k | 73.00 | 299.01 | |
| Ishares Tr fltg rate nt (FLOT) | 0.0 | $22k | 425.00 | 51.05 | |
| Anthem (ELV) | 0.0 | $22k | 56.00 | 386.73 | |
| Molson Coors Brewing Company (TAP) | 0.0 | $21k | 550.00 | 38.96 | |
| Nippon Telegraph & Telephone (NTTYY) | 0.0 | $21k | 928.00 | 22.30 | |
| Total Sa New Ord F (TTE) | 0.0 | $21k | 266.00 | 77.76 | |
| FedEx Corporation (FDX) | 0.0 | $21k | 66.00 | 313.14 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $20k | 137.00 | 146.11 | |
| Darden Restaurants (DRI) | 0.0 | $20k | 97.00 | 206.01 | |
| Vanguard Industrials ETF (VIS) | 0.0 | $20k | 55.00 | 360.38 | |
| Fidelity National Information Services (FIS) | 0.0 | $19k | 500.00 | 38.88 | |
| BNP Paribas SA (BNPQY) | 0.0 | $18k | 315.00 | 58.39 | |
| Viatris (VTRS) | 0.0 | $18k | 1.1k | 15.88 | |
| iShares Morningstar Mid Core Index (IMCB) | 0.0 | $18k | 184.00 | 96.56 | |
| Plains Gp Holdings Lp-cl A (PAGP) | 0.0 | $17k | 700.00 | 24.27 | |
| FirstEnergy (FE) | 0.0 | $17k | 357.00 | 47.54 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $17k | 91.00 | 185.14 | |
| Quadratic Deflation ETF (BNDD) | 0.0 | $17k | 166.00 | 101.14 | |
| Fifth Third Ban (FITB) | 0.0 | $17k | 296.00 | 56.37 | |
| Northern Trust Corporation (NTRS) | 0.0 | $17k | 95.00 | 173.84 | |
| Walt Disney Company (DIS) | 0.0 | $16k | 170.00 | 96.25 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 0.0 | $16k | 1.5k | 11.15 | |
| IDEXX Laboratories (IDXX) | 0.0 | $16k | 30.00 | 526.43 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $16k | 145.00 | 107.82 | |
| American Financial Group 5.875 P PFD (AFGB) | 0.0 | $15k | 751.00 | 20.14 | |
| Ford Motor Company (F) | 0.0 | $15k | 1.1k | 13.90 | |
| Warner Bros. Discovery (WBD) | 0.0 | $15k | 562.00 | 26.66 | |
| Etsy (ETSY) | 0.0 | $15k | 197.00 | 75.33 | |
| Edison International (EIX) | 0.0 | $15k | 195.00 | 74.45 | |
| Sanofi-Aventis SA (SNY) | 0.0 | $14k | 320.00 | 42.66 | |
| Solventum Corp (SOLV) | 0.0 | $13k | 173.00 | 77.15 | |
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $13k | 317.00 | 41.94 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $13k | 26.00 | 509.46 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $13k | 131.00 | 100.81 | |
| Capital Group Divid Value Etf Shs Creation Unit (CGDV) | 0.0 | $13k | 263.00 | 49.28 | |
| Kimco Realty Corp 5.25 P PFD (KIM.PM) | 0.0 | $13k | 655.00 | 19.75 | |
| Vanguard Consumer Staples ETF (VDC) | 0.0 | $13k | 57.00 | 225.49 | |
| Capital Group Core Equity Et (CGUS) | 0.0 | $13k | 285.00 | 44.48 | |
| Eni S.p.A. (E) | 0.0 | $12k | 258.00 | 46.86 | |
| General Mills (GIS) | 0.0 | $12k | 345.00 | 34.80 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $12k | 148.00 | 80.57 | |
| Vanguard Financials ETF (VFH) | 0.0 | $11k | 87.00 | 131.60 | |
| Principal Financial (PFG) | 0.0 | $11k | 103.00 | 107.78 | |
| Fiserv (FISV) | 0.0 | $11k | 220.00 | 49.05 | |
| Basf Se (BASFY) | 0.0 | $11k | 806.00 | 13.37 | |
| Rockwell Automation (ROK) | 0.0 | $9.9k | 20.00 | 495.10 | |
| Suno (SUN) | 0.0 | $9.9k | 146.00 | 67.50 | |
| Canon (CAJPY) | 0.0 | $9.7k | 382.00 | 25.52 | |
| Vanguard Materials ETF (VAW) | 0.0 | $9.6k | 42.00 | 228.79 | |
| Goldman Sachs Gp 4 P PFD (GS.PD) | 0.0 | $9.4k | 500.00 | 18.88 | |
| Diageo (DEO) | 0.0 | $9.2k | 114.00 | 80.38 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $9.1k | 144.00 | 62.89 | |
| iShares Dow Jones US Utilities (IDU) | 0.0 | $9.1k | 79.00 | 114.61 | |
| Union Pacific Corporation (UNP) | 0.0 | $9.0k | 33.00 | 272.00 | |
| Genuine Parts Company (GPC) | 0.0 | $8.3k | 70.00 | 117.99 | |
| Infosys Technologies (INFY) | 0.0 | $7.9k | 754.00 | 10.49 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $7.7k | 80.00 | 96.44 | |
| Corteva (CTVA) | 0.0 | $7.4k | 87.00 | 84.69 | |
| Qnity Electronics (Q) | 0.0 | $7.0k | 43.00 | 163.30 | |
| Alcoa (AA) | 0.0 | $7.0k | 134.00 | 52.14 | |
| Honda Motor (HMC) | 0.0 | $6.8k | 250.00 | 27.11 | |
| Fortune Brands (FBIN) | 0.0 | $6.8k | 123.00 | 54.90 | |
| Veralto Corp (VLTO) | 0.0 | $6.7k | 75.00 | 88.68 | |
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $6.6k | 144.00 | 45.52 | |
| Mattel (MAT) | 0.0 | $6.4k | 464.00 | 13.88 | |
| Invesco (IVZ) | 0.0 | $6.4k | 244.00 | 26.39 | |
| Realty Income (O) | 0.0 | $6.4k | 103.00 | 61.96 | |
| iShares Dow Jones US Tele (IYZ) | 0.0 | $6.3k | 150.00 | 42.31 | |
| Pinterest Inc Cl A (PINS) | 0.0 | $6.3k | 300.00 | 21.03 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $6.3k | 475.00 | 13.23 | |
| Lamb Weston Hldgs (LW) | 0.0 | $6.2k | 143.00 | 43.18 | |
| Industries N shs - a - (LYB) | 0.0 | $6.2k | 117.00 | 52.65 | |
| Fluor Corporation (FLR) | 0.0 | $6.1k | 116.00 | 52.39 | |
| PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $6.0k | 500.00 | 12.03 | |
| ConAgra Foods (CAG) | 0.0 | $5.8k | 431.00 | 13.46 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $5.5k | 35.00 | 156.29 | |
| Epsilon Energy (EPSN) | 0.0 | $5.4k | 1.0k | 5.41 | |
| International Paper Company (IP) | 0.0 | $5.4k | 142.00 | 38.10 | |
| Usa Compression Partners (USAC) | 0.0 | $5.3k | 200.00 | 26.39 | |
| Fortive (FTV) | 0.0 | $4.9k | 80.00 | 61.09 | |
| Blackrock Science & (BST) | 0.0 | $4.9k | 96.00 | 50.71 | |
| Fedex Fght Hldg (FDXF) | 0.0 | $4.8k | 32.00 | 151.00 | |
| Ngl Energy Partners Lp Com Uni (NGL) | 0.0 | $4.8k | 300.00 | 15.93 | |
| Vanguard Energy ETF (VDE) | 0.0 | $4.7k | 31.00 | 150.13 | |
| Global X Fds nasdaq 100 cover (QYLD) | 0.0 | $4.6k | 250.00 | 18.43 | |
| Western Union Company (WU) | 0.0 | $4.6k | 597.00 | 7.70 | |
| Victorias Secret And (VSXY) | 0.0 | $4.2k | 50.00 | 83.48 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $4.2k | 65.00 | 64.02 | |
| Bath & Body Works In (BBWI) | 0.0 | $4.1k | 178.00 | 23.13 | |
| Reaves Utility Income Fund (UTG) | 0.0 | $4.1k | 100.00 | 40.72 | |
| DaVita (DVA) | 0.0 | $4.0k | 18.00 | 222.50 | |
| Garrett Motion (GTX) | 0.0 | $3.9k | 107.00 | 36.23 | |
| Dupont De Nemours (DD) | 0.0 | $3.7k | 27.00 | 135.63 | |
| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $3.6k | 350.00 | 10.30 | |
| Ares Dynamic Cr Allocation (ARDC) | 0.0 | $3.5k | 275.00 | 12.63 | |
| Corporate Office Properties Trust (CDP) | 0.0 | $3.5k | 95.00 | 36.39 | |
| Welltower Inc Com reit (WELL) | 0.0 | $3.4k | 15.00 | 227.00 | |
| Automatic Data Processing (ADP) | 0.0 | $3.4k | 15.00 | 223.93 | |
| Donnelley Finl Solutions (DFIN) | 0.0 | $3.2k | 76.00 | 41.95 | |
| AFLAC Incorporated (AFL) | 0.0 | $3.2k | 27.00 | 117.26 | |
| CMS Energy Corporation (CMS) | 0.0 | $3.0k | 39.00 | 76.51 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $3.0k | 30.00 | 98.97 | |
| Sandoz Group (SDZNY) | 0.0 | $2.9k | 32.00 | 90.66 | |
| The Magnum Ice Cream C F (MICC) | 0.0 | $2.8k | 163.00 | 17.41 | |
| Robert Half International (RHI) | 0.0 | $2.8k | 91.00 | 30.70 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $2.8k | 13.00 | 211.92 | |
| Boston Properties (BXP) | 0.0 | $2.7k | 41.00 | 66.32 | |
| Dover Corporation (DOV) | 0.0 | $2.7k | 12.00 | 224.25 | |
| Akamai Technologies (AKAM) | 0.0 | $2.6k | 22.00 | 118.23 | |
| Accelleron Inds (ACLLY) | 0.0 | $2.5k | 24.00 | 102.88 | |
| Resideo Technologies (REZI) | 0.0 | $2.4k | 78.00 | 31.10 | |
| Cleveland-cliffs (CLF) | 0.0 | $2.4k | 254.00 | 9.39 | |
| Dow (DOW) | 0.0 | $2.4k | 87.00 | 27.36 | |
| United Parcel Service (UPS) | 0.0 | $2.4k | 22.00 | 107.50 | |
| Wpp Plc- (WPP) | 0.0 | $2.3k | 150.00 | 15.49 | |
| NetApp (NTAP) | 0.0 | $2.3k | 15.00 | 154.73 | |
| Wabtec Corporation (WAB) | 0.0 | $2.2k | 8.00 | 269.62 | |
| Alcon (ALC) | 0.0 | $2.1k | 32.00 | 67.09 | |
| Six Flags Entertainment Corp (FUN) | 0.0 | $2.1k | 100.00 | 21.30 | |
| American Tower Reit (AMT) | 0.0 | $2.1k | 13.00 | 163.54 | |
| Haleon Plc Spon Ads (HLN) | 0.0 | $2.0k | 211.00 | 9.33 | |
| Ralliant Corp (RAL) | 0.0 | $1.9k | 26.00 | 73.62 | |
| Frontline (FRO) | 0.0 | $1.9k | 55.00 | 34.78 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $1.8k | 13.00 | 142.23 | |
| Prudential Financial (PRU) | 0.0 | $1.7k | 16.00 | 107.94 | |
| Woodside Petroleum (WDS) | 0.0 | $1.7k | 89.00 | 19.31 | |
| Newell Rubbermaid (NWL) | 0.0 | $1.7k | 279.00 | 6.14 | |
| C.H. Robinson Worldwide (CHRW) | 0.0 | $1.7k | 9.00 | 188.33 | |
| Peak (DOC) | 0.0 | $1.7k | 78.00 | 21.40 | |
| Vornado Realty Trust (VNO) | 0.0 | $1.6k | 40.00 | 39.30 | |
| J.M. Smucker Company (SJM) | 0.0 | $1.4k | 12.00 | 112.50 | |
| Masterbrand Inc-w/i (MBC) | 0.0 | $1.3k | 123.00 | 10.29 | |
| International Flavors & Fragrances (IFF) | 0.0 | $1.2k | 15.00 | 79.20 | |
| Stanley Black & Decker (SWK) | 0.0 | $1.1k | 12.00 | 94.08 | |
| Smurfit WestRock (SW) | 0.0 | $1.1k | 23.00 | 46.26 | |
| Harley-Davidson (HOG) | 0.0 | $1.0k | 42.00 | 24.45 | |
| Sony Corporation (SONY) | 0.0 | $1.0k | 50.00 | 20.06 | |
| Organon & Co (OGN) | 0.0 | $880.002500 | 65.00 | 13.54 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $813.000300 | 21.00 | 38.71 | |
| Vontier Corporation (VNT) | 0.0 | $754.000000 | 26.00 | 29.00 | |
| Grail (GRAL) | 0.0 | $683.000000 | 10.00 | 68.30 | |
| MiMedx (MDXG) | 0.0 | $654.007000 | 170.00 | 3.85 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $645.000600 | 57.00 | 11.32 | |
| Ingevity (NGVT) | 0.0 | $523.000100 | 7.00 | 74.71 | |
| Advansix (ASIX) | 0.0 | $497.000000 | 25.00 | 19.88 | |
| Urban Edge Pptys (UE) | 0.0 | $458.000000 | 20.00 | 22.90 | |
| Science App Int'l (SAIC) | 0.0 | $442.000000 | 4.00 | 110.50 | |
| Chemours (CC) | 0.0 | $389.999700 | 19.00 | 20.53 | |
| Tripadvisor (TRIP) | 0.0 | $328.999200 | 24.00 | 13.71 | |
| American International (AIG) | 0.0 | $298.000000 | 4.00 | 74.50 | |
| Jbg Smith Properties (JBGS) | 0.0 | $293.000000 | 20.00 | 14.65 | |
| Halyard Health (AVNS) | 0.0 | $199.000000 | 8.00 | 24.88 | |
| Adient (ADNT) | 0.0 | $184.000000 | 10.00 | 18.40 | |
| Rmr Group Inc cl a (RMR) | 0.0 | $123.000000 | 6.00 | 20.50 | |
| Sony Financial Group (SFGYY) | 0.0 | $43.000000 | 10.00 | 4.30 | |
| Orion Office Reit Inc-w/i (ONL) | 0.0 | $29.000000 | 10.00 | 2.90 |