Buckingham Asset Management

Buckingham Strategic Wealth as of March 31, 2024

Portfolio Holdings for Buckingham Strategic Wealth

Buckingham Strategic Wealth holds 755 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
Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.7 $1.2B 38M 31.95
Dimensional Etf Trust Us Targeted Vlu (DFAT) 7.3 $688M 13M 54.43
Dimensional Etf Trust Us Mktwide Value (DFUV) 6.3 $593M 15M 40.90
Ea Series Trust Ea Bridgeway Omn (BSVO) 6.2 $588M 28M 21.27
Dimensional Etf Trust Us Equity Etf (DFUS) 4.6 $436M 7.7M 56.98
Dimensional Etf Trust Internatnal Val (DFIV) 4.4 $415M 11M 36.75
Ishares Tr Core S&p Ttl Stk (ITOT) 3.9 $368M 3.2M 115.30
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.7 $353M 6.0M 58.55
Dimensional Etf Trust World Ex Us Core (DFAX) 3.1 $293M 12M 25.44
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $197M 758k 259.90
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.8 $170M 2.7M 62.34
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.7 $164M 1.8M 93.71
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.6 $149M 2.3M 65.86
Ishares Tr Core Msci Intl (IDEV) 1.5 $139M 2.1M 67.13
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $113M 1.5M 76.67
Ishares Tr Core S&p500 Etf (IVV) 1.2 $112M 213k 525.73
Apple (AAPL) 1.1 $107M 623k 171.48
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $106M 2.2M 47.89
Microsoft Corporation (MSFT) 0.9 $83M 196k 420.72
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.9 $81M 3.2M 25.49
Dimensional Etf Trust Intl Small Cap V (DISV) 0.8 $76M 2.8M 27.19
Dimensional Etf Trust Short Duration F (DFSD) 0.8 $74M 1.6M 47.04
Meta Platforms Cl A (META) 0.7 $65M 135k 485.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $63M 1.3M 50.17
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.6 $61M 1.7M 36.54
Amazon (AMZN) 0.6 $60M 331k 180.38
Dimensional Etf Trust Us High Profitab (DUHP) 0.6 $59M 1.9M 31.61
Ishares Core Msci Emkt (IEMG) 0.6 $58M 1.1M 51.60
Ishares Tr Eafe Value Etf (EFV) 0.6 $53M 968k 54.40
Dimensional Etf Trust Global Real Est (DFGR) 0.6 $52M 2.0M 25.53
Dimensional Etf Trust Intl High Profit (DIHP) 0.5 $48M 1.8M 26.94
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.5 $47M 407k 115.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $46M 110k 420.52
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.5 $44M 924k 48.09
Alphabet Cap Stk Cl A (GOOGL) 0.4 $41M 274k 150.93
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $41M 214k 191.88
Cass Information Systems (CASS) 0.4 $40M 838k 48.17
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $40M 1.3M 30.22
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.4 $39M 621k 63.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $38M 72k 523.07
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $37M 110k 337.05
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $37M 1.2M 30.10
Alphabet Cap Stk Cl C (GOOG) 0.4 $36M 237k 152.26
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $33M 549k 60.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $32M 770k 41.77
Procter & Gamble Company (PG) 0.3 $31M 193k 162.25
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $31M 490k 63.33
American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $30M 332k 89.50
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $30M 1.1M 26.75
Vanguard Index Fds Value Etf (VTV) 0.3 $29M 181k 162.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $29M 60k 480.70
Ishares Tr Rus 1000 Etf (IWB) 0.3 $27M 93k 288.03
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.3 $27M 461k 57.38
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $26M 317k 81.78
Exxon Mobil Corporation (XOM) 0.3 $25M 215k 116.24
Norfolk Southern (NSC) 0.3 $25M 98k 254.87
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $25M 997k 24.72
Ishares Tr Russell 2000 Etf (IWM) 0.3 $24M 116k 210.30
NVIDIA Corporation (NVDA) 0.3 $24M 27k 903.56
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $23M 216k 104.73
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $22M 260k 82.97
Ishares Tr Core Msci Total (IXUS) 0.2 $20M 300k 67.86
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $20M 232k 86.48
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $19M 106k 182.61
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.2 $19M 682k 28.23
S&p Global (SPGI) 0.2 $19M 45k 425.46
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $19M 34k 556.41
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $18M 313k 57.96
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $18M 100k 179.11
Abbvie (ABBV) 0.2 $17M 93k 182.10
Tesla Motors (TSLA) 0.2 $16M 93k 175.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $16M 36k 444.01
Eli Lilly & Co. (LLY) 0.2 $16M 21k 777.96
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $16M 256k 62.06
Ishares Tr Russell 3000 Etf (IWV) 0.2 $16M 52k 300.08
Merck & Co (MRK) 0.2 $15M 116k 131.95
Ishares Tr Short Treas Bd (SHV) 0.2 $15M 132k 110.54
Johnson & Johnson (JNJ) 0.2 $14M 90k 158.19
JPMorgan Chase & Co. (JPM) 0.1 $14M 67k 200.30
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $13M 231k 58.07
Coca-Cola Company (KO) 0.1 $13M 219k 61.18
Vanguard Index Fds Small Cp Etf (VB) 0.1 $13M 57k 228.59
Ishares Tr National Mun Etf (MUB) 0.1 $13M 117k 107.60
Pepsi (PEP) 0.1 $13M 72k 175.01
Intel Corporation (INTC) 0.1 $13M 282k 44.17
Vanguard Index Fds Growth Etf (VUG) 0.1 $12M 36k 344.20
Home Depot (HD) 0.1 $12M 32k 383.60
UnitedHealth (UNH) 0.1 $12M 25k 494.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $12M 317k 39.02
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $12M 249k 49.24
Ishares Tr Msci Eafe Etf (EFA) 0.1 $12M 146k 79.86
Roper Industries (ROP) 0.1 $12M 21k 560.84
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $11M 136k 84.09
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $11M 18.00 634440.00
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $11M 59k 186.81
McDonald's Corporation (MCD) 0.1 $11M 38k 281.95
Abbott Laboratories (ABT) 0.1 $10M 89k 113.66
Ishares Tr Msci Usa Value (VLUE) 0.1 $9.9M 91k 108.31
Broadcom (AVGO) 0.1 $9.5M 7.2k 1325.45
Costco Wholesale Corporation (COST) 0.1 $9.0M 12k 732.64
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $8.9M 87k 102.76
Lockheed Martin Corporation (LMT) 0.1 $8.9M 20k 454.88
Vanguard Index Fds Large Cap Etf (VV) 0.1 $8.6M 36k 239.76
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $8.6M 35k 249.86
Nike CL B (NKE) 0.1 $8.4M 89k 93.98
Wal-Mart Stores (WMT) 0.1 $8.2M 137k 60.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $8.0M 98k 81.43
Boeing Company (BA) 0.1 $8.0M 41k 192.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $7.8M 129k 60.74
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.1 $7.8M 201k 38.91
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $7.7M 70k 110.50
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $7.6M 130k 58.65
Us Bancorp Del Com New (USB) 0.1 $7.6M 170k 44.70
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $7.4M 67k 110.52
Chevron Corporation (CVX) 0.1 $7.4M 47k 157.74
Flexshares Tr Qualt Divd Idx (QDF) 0.1 $7.4M 112k 65.91
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $7.3M 46k 158.81
American Express Company (AXP) 0.1 $7.2M 32k 227.69
Caterpillar (CAT) 0.1 $7.2M 20k 366.44
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $7.2M 175k 41.08
Cisco Systems (CSCO) 0.1 $7.1M 141k 49.91
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $6.9M 109k 63.74
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $6.9M 165k 41.95
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $6.8M 73k 93.19
Visa Com Cl A (V) 0.1 $6.7M 24k 279.07
Nextera Energy (NEE) 0.1 $6.6M 103k 63.91
Qualcomm (QCOM) 0.1 $6.6M 39k 169.30
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $6.6M 222k 29.46
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $6.4M 76k 84.44
Netflix (NFLX) 0.1 $6.4M 11k 607.34
Digital World Acquisition Co Class A (DJT) 0.1 $6.3M 102k 61.96
Deere & Company (DE) 0.1 $6.2M 15k 410.75
Ishares Tr Core Msci Eafe (IEFA) 0.1 $6.1M 82k 74.22
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $6.0M 174k 34.41
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $5.9M 54k 110.13
Colgate-Palmolive Company (CL) 0.1 $5.9M 65k 90.05
Ishares Tr Tips Bd Etf (TIP) 0.1 $5.7M 53k 107.41
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.1 $5.5M 156k 35.47
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $5.5M 218k 25.25
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $5.5M 152k 35.84
International Business Machines (IBM) 0.1 $5.4M 28k 190.96
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $5.3M 87k 61.05
Sherwin-Williams Company (SHW) 0.1 $5.3M 15k 347.33
Bank of America Corporation (BAC) 0.1 $5.3M 139k 37.92
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $5.1M 68k 75.40
Verizon Communications (VZ) 0.1 $5.0M 120k 41.96
Walt Disney Company (DIS) 0.1 $5.0M 41k 122.36
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $5.0M 199k 25.06
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $4.9M 101k 49.05
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $4.8M 46k 103.79
Spdr Gold Tr Gold Shs (GLD) 0.1 $4.8M 23k 205.72
Eaton Corp SHS (ETN) 0.0 $4.7M 15k 312.68
Oracle Corporation (ORCL) 0.0 $4.7M 37k 125.61
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $4.7M 92k 50.60
Ameriprise Financial (AMP) 0.0 $4.7M 11k 438.46
Emerson Electric (EMR) 0.0 $4.6M 41k 113.42
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $4.6M 71k 64.26
Pfizer (PFE) 0.0 $4.6M 165k 27.75
Marriott Intl Cl A (MAR) 0.0 $4.6M 18k 252.31
Mastercard Incorporated Cl A (MA) 0.0 $4.5M 9.3k 481.56
Copart (CPRT) 0.0 $4.3M 75k 57.92
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $4.3M 193k 22.37
Ishares Msci Emrg Chn (EMXC) 0.0 $4.2M 73k 57.57
American Centy Etf Tr International Lr (AVIV) 0.0 $4.1M 76k 54.08
Lam Research Corporation 0.0 $4.1M 4.2k 971.49
Honeywell International (HON) 0.0 $4.0M 20k 205.25
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $4.0M 43k 92.72
Raytheon Technologies Corp (RTX) 0.0 $4.0M 41k 97.53
At&t (T) 0.0 $3.9M 224k 17.60
Amgen (AMGN) 0.0 $3.7M 13k 284.32
Adobe Systems Incorporated (ADBE) 0.0 $3.7M 7.3k 504.62
Union Pacific Corporation (UNP) 0.0 $3.7M 15k 245.93
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $3.7M 41k 90.44
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $3.7M 76k 48.21
Intuitive Surgical Com New (ISRG) 0.0 $3.6M 9.1k 399.09
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $3.6M 30k 120.99
Thermo Fisher Scientific (TMO) 0.0 $3.6M 6.1k 581.17
Intuit (INTU) 0.0 $3.5M 5.5k 650.00
United Parcel Service CL B (UPS) 0.0 $3.5M 23k 148.63
TowneBank (TOWN) 0.0 $3.4M 122k 28.06
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $3.3M 44k 75.98
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $3.3M 8.4k 397.78
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $3.3M 58k 57.47
Illinois Tool Works (ITW) 0.0 $3.3M 12k 268.34
General Dynamics Corporation (GD) 0.0 $3.3M 12k 282.48
Vanguard World Inf Tech Etf (VGT) 0.0 $3.2M 6.1k 524.36
Automatic Data Processing (ADP) 0.0 $3.1M 13k 249.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $3.1M 39k 80.63
Texas Instruments Incorporated (TXN) 0.0 $3.1M 18k 174.21
Freshpet (FRPT) 0.0 $3.1M 27k 115.86
Progressive Corporation (PGR) 0.0 $3.1M 15k 206.81
Wells Fargo & Company (WFC) 0.0 $3.1M 53k 57.84
Cadence Design Systems (CDNS) 0.0 $3.0M 9.8k 311.28
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $2.9M 25k 116.84
Linde SHS (LIN) 0.0 $2.9M 6.3k 464.33
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $2.9M 97k 29.99
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.0 $2.9M 31k 93.73
Blackstone Group Inc Com Cl A (BX) 0.0 $2.9M 22k 131.37
Select Sector Spdr Tr Technology (XLK) 0.0 $2.9M 14k 208.27
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.0 $2.8M 105k 27.00
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $2.8M 12k 235.80
Fiserv (FI) 0.0 $2.8M 18k 159.82
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $2.7M 28k 99.43
Ishares Tr S&p 100 Etf (OEF) 0.0 $2.7M 11k 247.41
ConocoPhillips (COP) 0.0 $2.7M 21k 127.28
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $2.7M 29k 94.62
Bristol Myers Squibb (BMY) 0.0 $2.7M 50k 54.23
Kimberly-Clark Corporation (KMB) 0.0 $2.7M 21k 129.35
CSX Corporation (CSX) 0.0 $2.6M 71k 37.07
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $2.6M 10k 260.72
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $2.6M 41k 64.15
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $2.6M 60k 42.82
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $2.6M 54k 47.44
Lowe's Companies (LOW) 0.0 $2.6M 10k 254.73
SYSCO Corporation (SYY) 0.0 $2.5M 31k 81.18
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $2.5M 22k 114.14
Southern Company (SO) 0.0 $2.5M 34k 71.74
Genuine Parts Company (GPC) 0.0 $2.4M 15k 154.93
Starbucks Corporation (SBUX) 0.0 $2.4M 26k 91.39
TransDigm Group Incorporated (TDG) 0.0 $2.4M 1.9k 1231.64
Arista Networks (ANET) 0.0 $2.3M 7.9k 289.99
Comcast Corp Cl A (CMCSA) 0.0 $2.3M 53k 43.35
Ishares Gold Tr Ishares New (IAU) 0.0 $2.3M 54k 42.01
Accenture Plc Ireland Shs Class A (ACN) 0.0 $2.2M 6.5k 346.61
General Electric Com New (GE) 0.0 $2.2M 13k 175.53
American Tower Reit (AMT) 0.0 $2.2M 11k 197.58
Servicenow (NOW) 0.0 $2.2M 2.9k 762.46
Truist Financial Corp equities (TFC) 0.0 $2.2M 56k 38.98
Booking Holdings (BKNG) 0.0 $2.2M 597.00 3627.88
Select Sector Spdr Tr Energy (XLE) 0.0 $2.1M 23k 94.41
Enterprise Products Partners (EPD) 0.0 $2.1M 73k 29.18
Rockwell Automation (ROK) 0.0 $2.1M 7.2k 291.35
Philip Morris International (PM) 0.0 $2.1M 23k 91.62
Marathon Petroleum Corp (MPC) 0.0 $2.0M 10k 201.50
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $2.0M 35k 57.54
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $2.0M 15k 131.24
Kla Corp Com New (KLAC) 0.0 $2.0M 2.9k 698.49
3M Company (MMM) 0.0 $2.0M 19k 106.07
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $2.0M 7.4k 270.80
salesforce (CRM) 0.0 $2.0M 6.7k 301.16
Fidelity Covington Trust Enhanced Large (FELC) 0.0 $2.0M 68k 29.50
Danaher Corporation (DHR) 0.0 $2.0M 7.9k 249.72
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $1.9M 16k 118.29
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $1.9M 34k 57.03
Palo Alto Networks (PANW) 0.0 $1.9M 6.7k 284.15
Cigna Corp (CI) 0.0 $1.9M 5.3k 363.17
Pra (PRAA) 0.0 $1.9M 73k 26.08
Ishares Esg Awr Msci Em (ESGE) 0.0 $1.9M 59k 32.23
Phillips 66 (PSX) 0.0 $1.9M 12k 163.34
Waste Management (WM) 0.0 $1.9M 8.8k 213.14
Edwards Lifesciences (EW) 0.0 $1.9M 20k 95.56
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $1.8M 36k 51.50
Applied Materials (AMAT) 0.0 $1.8M 8.9k 206.23
Hershey Company (HSY) 0.0 $1.8M 9.3k 194.49
Essent (ESNT) 0.0 $1.8M 30k 59.51
FedEx Corporation (FDX) 0.0 $1.8M 6.1k 289.76
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $1.7M 19k 91.80
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $1.7M 21k 83.58
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $1.7M 47k 36.19
Charles Schwab Corporation (SCHW) 0.0 $1.7M 24k 72.34
Cbre Group Cl A (CBRE) 0.0 $1.7M 18k 97.24
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $1.7M 17k 97.94
Yum! Brands (YUM) 0.0 $1.7M 12k 138.65
Ameren Corporation (AEE) 0.0 $1.6M 22k 73.96
Duke Energy Corp Com New (DUK) 0.0 $1.6M 17k 96.71
Ishares Tr Cohen Steer Reit (ICF) 0.0 $1.6M 28k 57.70
Target Corporation (TGT) 0.0 $1.6M 8.8k 177.22
Constellation Energy (CEG) 0.0 $1.6M 8.4k 184.85
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $1.6M 44k 35.80
Advanced Micro Devices (AMD) 0.0 $1.6M 8.6k 180.48
Cincinnati Financial Corporation (CINF) 0.0 $1.5M 13k 124.17
Morningstar (MORN) 0.0 $1.5M 5.0k 308.37
Parsons Corporation (PSN) 0.0 $1.5M 19k 82.95
Medtronic SHS (MDT) 0.0 $1.5M 18k 87.15
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $1.5M 9.1k 169.37
Novartis Sponsored Adr (NVS) 0.0 $1.5M 15k 96.73
CMS Energy Corporation (CMS) 0.0 $1.5M 24k 60.34
Intercontinental Exchange (ICE) 0.0 $1.4M 11k 137.43
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $1.4M 8.7k 164.35
Trane Technologies SHS (TT) 0.0 $1.4M 4.7k 300.20
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $1.4M 27k 51.06
Ishares Msci Emerg Mrkt (EEMV) 0.0 $1.4M 25k 56.59
Snap-on Incorporated (SNA) 0.0 $1.4M 4.7k 296.20
DTE Energy Company (DTE) 0.0 $1.4M 12k 112.14
Fastenal Company (FAST) 0.0 $1.4M 18k 77.14
Cintas Corporation (CTAS) 0.0 $1.3M 2.0k 687.03
Cardinal Health (CAH) 0.0 $1.3M 12k 111.90
Ishares Silver Tr Ishares (SLV) 0.0 $1.3M 59k 22.75
Valero Energy Corporation (VLO) 0.0 $1.3M 7.8k 170.69
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $1.3M 13k 100.81
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $1.3M 57k 22.77
Analog Devices (ADI) 0.0 $1.3M 6.6k 197.80
Becton, Dickinson and (BDX) 0.0 $1.3M 5.2k 247.43
Mccormick & Co Com Non Vtg (MKC) 0.0 $1.3M 17k 76.81
Metropcs Communications (TMUS) 0.0 $1.3M 7.7k 163.21
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $1.3M 9.3k 136.06
AFLAC Incorporated (AFL) 0.0 $1.2M 15k 85.86
Altria (MO) 0.0 $1.2M 28k 43.62
Cummins (CMI) 0.0 $1.2M 4.1k 294.67
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $1.2M 25k 49.19
Banner Corp Com New (BANR) 0.0 $1.2M 25k 48.00
Allstate Corporation (ALL) 0.0 $1.2M 7.0k 173.02
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $1.2M 34k 35.61
American Electric Power Company (AEP) 0.0 $1.2M 14k 86.10
McKesson Corporation (MCK) 0.0 $1.2M 2.2k 536.80
IDEXX Laboratories (IDXX) 0.0 $1.2M 2.2k 539.94
Agilent Technologies Inc C ommon (A) 0.0 $1.2M 8.2k 145.51
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $1.2M 28k 42.14
PPG Industries (PPG) 0.0 $1.2M 8.2k 144.90
O'reilly Automotive (ORLY) 0.0 $1.2M 1.0k 1128.88
Ishares Tr Intrm Gov Cr Etf (GVI) 0.0 $1.2M 11k 103.98
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $1.2M 16k 73.15
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $1.2M 13k 86.67
Ford Motor Company (F) 0.0 $1.1M 84k 13.28
Microstrategy Cl A New (MSTR) 0.0 $1.1M 652.00 1705.63
TJX Companies (TJX) 0.0 $1.1M 11k 101.42
Mondelez Intl Cl A (MDLZ) 0.0 $1.1M 16k 70.00
Chipotle Mexican Grill (CMG) 0.0 $1.1M 379.00 2906.77
Vanguard World Health Car Etf (VHT) 0.0 $1.1M 4.0k 270.54
Vanguard World Energy Etf (VDE) 0.0 $1.1M 8.3k 131.70
Toyota Motor Corp Ads (TM) 0.0 $1.1M 4.3k 251.68
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.0 $1.1M 25k 42.81
Public Storage (PSA) 0.0 $1.1M 3.7k 290.09
Dollar Tree (DLTR) 0.0 $1.1M 8.0k 133.15
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $1.1M 36k 28.92
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $1.0M 10k 100.71
Oneok (OKE) 0.0 $1.0M 13k 80.17
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $1.0M 51k 20.30
Royal Caribbean Cruises (RCL) 0.0 $1.0M 7.4k 139.00
Procept Biorobotics Corp (PRCT) 0.0 $1.0M 21k 49.42
Hp (HPQ) 0.0 $1.0M 34k 30.22
Xcel Energy (XEL) 0.0 $1.0M 19k 53.75
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $1.0M 14k 70.88
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $1.0M 6.5k 155.90
Goldman Sachs (GS) 0.0 $1.0M 2.4k 417.75
White Mountains Insurance Gp (WTM) 0.0 $998k 556.00 1794.30
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $997k 63k 15.73
Vanguard World Mega Grwth Ind (MGK) 0.0 $995k 3.5k 286.64
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $994k 31k 32.23
Travelers Companies (TRV) 0.0 $979k 4.3k 230.17
Henry Schein (HSIC) 0.0 $978k 13k 75.52
Hartford Financial Services (HIG) 0.0 $965k 9.4k 103.05
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $961k 18k 52.16
Stryker Corporation (SYK) 0.0 $951k 2.7k 357.89
CVS Caremark Corporation (CVS) 0.0 $947k 12k 79.76
Consolidated Edison (ED) 0.0 $943k 10k 90.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $941k 13k 72.63
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $933k 22k 43.04
General Mills (GIS) 0.0 $929k 13k 69.97
Cabot Oil & Gas Corporation (CTRA) 0.0 $921k 33k 27.88
Ishares Tr Core Div Grwth (DGRO) 0.0 $914k 16k 58.06
W.W. Grainger (GWW) 0.0 $908k 893.00 1017.30
Zoetis Cl A (ZTS) 0.0 $890k 5.3k 169.22
Ishares Tr Intl Eqty Factor (INTF) 0.0 $888k 30k 29.84
Exelon Corporation (EXC) 0.0 $887k 24k 37.57
American Centy Etf Tr Emerging Mkt Val (AVES) 0.0 $881k 19k 47.39
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $881k 7.7k 114.97
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $875k 17k 50.45
Halliburton Company (HAL) 0.0 $866k 22k 39.42
BP Sponsored Adr (BP) 0.0 $865k 23k 37.68
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $861k 8.2k 105.03
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.0 $857k 8.7k 98.78
Udemy (UDMY) 0.0 $856k 78k 10.98
Dimensional Etf Trust International (DFSI) 0.0 $843k 25k 33.67
Camtek Ord (CAMT) 0.0 $839k 10k 83.77
Anthem (ELV) 0.0 $835k 1.6k 518.55
Marsh & McLennan Companies (MMC) 0.0 $835k 4.1k 205.98
Dow (DOW) 0.0 $832k 14k 57.93
Kroger (KR) 0.0 $831k 15k 57.13
Hubbell (HUBB) 0.0 $822k 2.0k 415.05
First Commonwealth Financial (FCF) 0.0 $820k 59k 13.92
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $819k 4.4k 187.37
Ishares Tr Global Tech Etf (IXN) 0.0 $801k 11k 74.81
Shopify Cl A (SHOP) 0.0 $800k 10k 77.17
Walgreen Boots Alliance (WBA) 0.0 $797k 37k 21.69
Novo-nordisk A S Adr (NVO) 0.0 $795k 6.2k 128.40
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $792k 12k 67.39
L3harris Technologies (LHX) 0.0 $781k 3.7k 213.08
Corcept Therapeutics Incorporated (CORT) 0.0 $781k 31k 25.19
Ishares Tr Global Reit Etf (REET) 0.0 $778k 33k 23.68
Domino's Pizza (DPZ) 0.0 $773k 1.6k 496.89
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $769k 631.00 1219.35
Vanguard World Mega Cap Index (MGC) 0.0 $757k 4.0k 186.87
Select Sector Spdr Tr Financial (XLF) 0.0 $752k 18k 42.12
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $749k 23k 32.48
Keysight Technologies (KEYS) 0.0 $748k 4.8k 156.38
Paychex (PAYX) 0.0 $745k 6.1k 122.81
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $745k 1.8k 418.01
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $742k 11k 67.34
Aon Shs Cl A (AON) 0.0 $741k 2.2k 333.73
Palantir Technologies Cl A (PLTR) 0.0 $740k 32k 23.01
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $738k 5.0k 147.73
BlackRock 0.0 $738k 885.00 833.70
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $733k 6.7k 109.17
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $720k 9.2k 78.64
Prudential Financial (PRU) 0.0 $715k 6.1k 117.40
Cme (CME) 0.0 $705k 3.3k 215.30
EXACT Sciences Corporation (EXAS) 0.0 $702k 10k 69.06
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $701k 7.7k 91.25
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $696k 5.4k 128.09
Nucor Corporation (NUE) 0.0 $695k 3.5k 197.91
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $695k 8.7k 79.91
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $694k 15k 47.44
Hewlett Packard Enterprise (HPE) 0.0 $693k 39k 17.73
Chubb (CB) 0.0 $670k 2.6k 259.13
Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $665k 3.7k 179.51
Air Products & Chemicals (APD) 0.0 $662k 2.7k 242.27
Dollar General (DG) 0.0 $660k 4.2k 156.05
Morgan Stanley Com New (MS) 0.0 $659k 7.0k 94.15
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $645k 7.2k 89.90
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $645k 5.1k 125.33
AGCO Corporation (AGCO) 0.0 $637k 5.2k 123.02
Devon Energy Corporation (DVN) 0.0 $636k 13k 50.18
Ishares Tr Residential Mult (REZ) 0.0 $632k 8.8k 72.07
GSK Sponsored Adr (GSK) 0.0 $631k 15k 42.87
TFS Financial Corporation (TFSL) 0.0 $629k 50k 12.56
Ing Groep Sponsored Adr (ING) 0.0 $629k 38k 16.49
Occidental Petroleum Corporation (OXY) 0.0 $626k 9.6k 64.99
Peak (DOC) 0.0 $616k 33k 18.75
Dominion Resources (D) 0.0 $613k 13k 49.19
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $606k 7.9k 76.36
Crocs (CROX) 0.0 $605k 4.2k 143.80
Zimmer Holdings (ZBH) 0.0 $602k 4.6k 131.98
Electronic Arts (EA) 0.0 $601k 4.5k 132.67
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $601k 61k 9.80
AutoZone (AZO) 0.0 $594k 189.00 3143.31
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $592k 18k 32.68
Quanta Services (PWR) 0.0 $589k 2.3k 259.80
Enbridge (ENB) 0.0 $585k 16k 36.18
Dupont De Nemours (DD) 0.0 $585k 7.6k 76.67
Ishares Tr Esg Scrnd S&p500 (XVV) 0.0 $582k 15k 40.29
Totalenergies Se Sponsored Ads (TTE) 0.0 $580k 8.4k 68.83
Corteva (CTVA) 0.0 $573k 9.9k 57.67
Vanguard World Consum Stp Etf (VDC) 0.0 $567k 2.8k 204.12
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $561k 3.2k 175.28
Ishares Tr Exponential Tech (XT) 0.0 $550k 9.2k 59.62
Manulife Finl Corp (MFC) 0.0 $549k 22k 24.99
Micron Technology (MU) 0.0 $547k 4.6k 117.88
Northrop Grumman Corporation (NOC) 0.0 $546k 1.1k 478.85
Astrazeneca Sponsored Adr (AZN) 0.0 $544k 8.0k 67.75
Shell Spon Ads (SHEL) 0.0 $541k 8.1k 67.04
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $540k 3.0k 180.47
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $539k 31k 17.56
Clorox Company (CLX) 0.0 $535k 3.5k 153.11
Williams Companies (WMB) 0.0 $532k 14k 38.97
Sempra Energy (SRE) 0.0 $532k 7.4k 71.83
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $529k 12k 46.00
Paypal Holdings (PYPL) 0.0 $528k 7.9k 66.99
Canadian Pacific Kansas City (CP) 0.0 $526k 6.0k 88.17
Markel Corporation (MKL) 0.0 $523k 344.00 1521.48
Public Service Enterprise (PEG) 0.0 $521k 7.8k 66.78
Crowdstrike Hldgs Cl A (CRWD) 0.0 $518k 1.6k 320.67
Tractor Supply Company (TSCO) 0.0 $516k 2.0k 261.69
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $514k 13k 38.47
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $508k 10k 49.55
Ishares Tr Morningstar Grwt (ILCG) 0.0 $507k 6.7k 75.48
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $503k 3.8k 130.74
Advanced Drain Sys Inc Del (WMS) 0.0 $503k 2.9k 172.22
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $499k 4.6k 108.93
Schlumberger Com Stk (SLB) 0.0 $498k 9.1k 54.81
PNC Financial Services (PNC) 0.0 $498k 3.1k 161.59
Archer Daniels Midland Company (ADM) 0.0 $495k 7.9k 62.81
Canadian Natl Ry (CNI) 0.0 $494k 3.7k 131.71
Citigroup Com New (C) 0.0 $487k 7.7k 63.24
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $487k 5.2k 94.26
American Water Works (AWK) 0.0 $485k 4.0k 122.21
M&T Bank Corporation (MTB) 0.0 $483k 3.3k 145.42
Principal Financial (PFG) 0.0 $480k 5.6k 86.31
Ishares Tr Micro-cap Etf (IWC) 0.0 $479k 4.0k 121.20
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.0 $477k 7.8k 61.03
Parker-Hannifin Corporation (PH) 0.0 $475k 854.00 555.83
Monolithic Power Systems (MPWR) 0.0 $474k 700.00 677.05
Te Connectivity SHS 0.0 $472k 3.3k 145.24
Vanguard World Consum Dis Etf (VCR) 0.0 $470k 1.5k 317.73
First Tr Value Line Divid In SHS (FVD) 0.0 $467k 11k 42.23
Kellogg Company (K) 0.0 $466k 8.1k 57.29
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $465k 5.4k 86.18
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $465k 5.0k 93.05
Xylem (XYL) 0.0 $464k 3.6k 129.24
Rio Tinto Sponsored Adr (RIO) 0.0 $463k 7.3k 63.74
Ball Corporation (BALL) 0.0 $462k 6.9k 67.36
Spire (SR) 0.0 $461k 7.5k 61.37
Hancock Holding Company (HWC) 0.0 $460k 10k 46.04
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $460k 12k 38.86
Omni (OMC) 0.0 $460k 4.8k 96.75
Align Technology (ALGN) 0.0 $459k 1.4k 327.92
Hess (HES) 0.0 $450k 2.9k 152.64
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $449k 2.4k 183.89
Dell Technologies CL C (DELL) 0.0 $447k 3.9k 114.10
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.0 $447k 23k 19.87
Alliant Energy Corporation (LNT) 0.0 $447k 8.9k 50.40
MetLife (MET) 0.0 $447k 6.0k 74.12
Asml Holding N V N Y Registry Shs (ASML) 0.0 $446k 460.00 970.28
Old Republic International Corporation (ORI) 0.0 $444k 14k 30.72
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $442k 2.0k 225.02
Enstar Group SHS (ESGR) 0.0 $442k 1.4k 310.76
Willis Towers Watson SHS (WTW) 0.0 $442k 1.6k 275.05
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $441k 19k 23.81
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $440k 31k 14.11
Ross Stores (ROST) 0.0 $436k 3.0k 146.76
Commerce Bancshares (CBSH) 0.0 $435k 8.2k 53.20
Dt Midstream Common Stock (DTM) 0.0 $430k 7.0k 61.10
Unilever Spon Adr New (UL) 0.0 $430k 8.6k 50.19
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $428k 6.5k 65.65
Vanguard World Utilities Etf (VPU) 0.0 $428k 3.0k 142.57
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $428k 16k 26.09
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $425k 2.3k 182.66
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $421k 35k 11.88
Centene Corporation (CNC) 0.0 $419k 5.3k 78.48
Gilead Sciences (GILD) 0.0 $417k 5.7k 73.24
Yum China Holdings (YUMC) 0.0 $416k 11k 39.79
Ishares Tr U.s. Tech Etf (IYW) 0.0 $416k 3.1k 135.06
Motorola Solutions Com New (MSI) 0.0 $416k 1.2k 354.84
Jacobs Engineering Group (J) 0.0 $414k 2.7k 153.73
Cnx Resources Corporation (CNX) 0.0 $408k 17k 23.72
Pinterest Cl A (PINS) 0.0 $407k 12k 34.67
Kraft Heinz (KHC) 0.0 $401k 11k 36.90
Rbc Cad (RY) 0.0 $401k 4.0k 100.89
Dover Corporation (DOV) 0.0 $398k 2.2k 177.21
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $398k 7.1k 55.80
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.0 $398k 333.00 1193.74
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $396k 6.1k 64.40
Realty Income (O) 0.0 $394k 7.3k 54.10
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $393k 13k 31.21
Johnson Ctls Intl SHS (JCI) 0.0 $391k 6.0k 65.32
Dimensional Etf Trust Emerging Markets (DFSE) 0.0 $386k 12k 32.20
Superior Uniform (SGC) 0.0 $386k 23k 16.52
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.0 $382k 16k 23.60
Old Dominion Freight Line (ODFL) 0.0 $380k 1.7k 219.31
National Grid Sponsored Adr Ne (NGG) 0.0 $378k 5.5k 68.22
Badger Meter (BMI) 0.0 $377k 2.3k 161.78
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $376k 4.1k 92.90
Jefferies Finl Group (JEF) 0.0 $375k 8.5k 44.10
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $374k 16k 22.97
Republic Services (RSG) 0.0 $371k 1.9k 191.47
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $371k 438.00 846.41
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $368k 7.3k 50.10
Fortinet (FTNT) 0.0 $368k 5.4k 68.30
Prologis (PLD) 0.0 $364k 2.8k 130.22
First Busey Corp Com New (BUSE) 0.0 $358k 15k 24.05
Carrier Global Corporation (CARR) 0.0 $358k 6.2k 58.13
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $357k 3.9k 90.92
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $357k 4.9k 72.19
First Horizon National Corporation (FHN) 0.0 $355k 23k 15.40
FirstEnergy (FE) 0.0 $354k 9.2k 38.62
Stellar Bancorp Ord (STEL) 0.0 $348k 14k 24.36
Brown & Brown (BRO) 0.0 $347k 4.0k 87.54
Etf Ser Solutions Nationwide Nasdq (NUSI) 0.0 $347k 15k 23.61
Petroleum & Res Corp Com cef (PEO) 0.0 $347k 15k 23.06
Amphenol Corp Cl A (APH) 0.0 $346k 3.0k 115.35
Black Hills Corporation (BKH) 0.0 $346k 6.3k 54.60
United Rentals (URI) 0.0 $342k 474.00 720.94
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $342k 8.3k 40.93
Ingersoll Rand (IR) 0.0 $341k 3.6k 94.95
Warner Bros Discovery Com Ser A (WBD) 0.0 $341k 39k 8.73
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $339k 8.6k 39.66
Fidelity National Information Services (FIS) 0.0 $339k 4.6k 74.18
The Trade Desk Com Cl A (TTD) 0.0 $338k 3.9k 87.42
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $337k 5.7k 59.24
Entergy Corporation (ETR) 0.0 $336k 3.2k 105.68
Ishares Tr Ishares Biotech (IBB) 0.0 $336k 2.4k 137.22
Moody's Corporation (MCO) 0.0 $335k 852.00 393.03
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $334k 8.2k 40.71
Simon Property (SPG) 0.0 $334k 2.1k 156.47
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $332k 4.3k 77.31
Corning Incorporated (GLW) 0.0 $331k 10k 32.96
Ishares Tr Select Divid Etf (DVY) 0.0 $330k 2.7k 123.17
Spdr Ser Tr S&p Biotech (XBI) 0.0 $328k 3.5k 94.89
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.0 $326k 2.6k 123.28
Darden Restaurants (DRI) 0.0 $325k 1.9k 167.15
Radian (RDN) 0.0 $324k 9.7k 33.47
Ishares Msci Gbl Min Vol (ACWV) 0.0 $324k 3.1k 105.27
Draftkings Com Cl A (DKNG) 0.0 $321k 7.1k 45.41
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.0 $321k 3.4k 95.50
Kinder Morgan (KMI) 0.0 $319k 17k 18.34
First Solar (FSLR) 0.0 $318k 1.9k 168.80
Brown Forman Corp CL B (BF.B) 0.0 $316k 6.1k 51.62
Synopsys (SNPS) 0.0 $316k 552.00 571.70
Remitly Global (RELY) 0.0 $313k 15k 20.74
Tyler Technologies (TYL) 0.0 $311k 731.00 425.11
Moderna (MRNA) 0.0 $310k 2.9k 106.56
Quest Diagnostics Incorporated (DGX) 0.0 $308k 2.3k 133.13
Diageo Spon Adr New (DEO) 0.0 $308k 2.1k 148.71
Carpenter Technology Corporation (CRS) 0.0 $306k 4.3k 71.43
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $305k 4.6k 65.87
Regions Financial Corporation (RF) 0.0 $304k 15k 21.04
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $304k 6.7k 45.61
Global X Fds Glbl X Mlp Etf (MLPA) 0.0 $304k 6.3k 48.22
Trump Media & Technology Gro *w Exp 03/25/202 (DJTWW) 0.0 $302k 11k 27.40
KB Home (KBH) 0.0 $302k 4.3k 70.88
Ishares Tr Esg Aware Msci (ESML) 0.0 $298k 7.4k 40.27
BlackRock MuniYield Michigan Insured Fnd (MIY) 0.0 $298k 26k 11.51
Invesco Exchange Traded Fd T Semiconductors (PSI) 0.0 $296k 5.3k 56.43
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $296k 4.1k 72.36
Affirm Hldgs Com Cl A (AFRM) 0.0 $294k 7.9k 37.26
General Motors Company (GM) 0.0 $293k 6.5k 45.35
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $293k 4.7k 62.06
Brookfield Renewable Partner Partnership Unit (BEP) 0.0 $293k 13k 23.23
AmerisourceBergen (COR) 0.0 $292k 1.2k 242.99
Janus Henderson Group Ord Shs (JHG) 0.0 $292k 8.9k 32.89
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.0 $290k 5.1k 56.68
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $290k 3.3k 88.41
Limbach Hldgs (LMB) 0.0 $285k 6.9k 41.42
Check Point Software Tech Lt Ord (CHKP) 0.0 $284k 1.7k 164.01
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $281k 6.7k 41.87
Ishares Bitcoin Tr SHS (IBIT) 0.0 $279k 6.9k 40.47
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $278k 2.7k 101.40
Eversource Energy (ES) 0.0 $278k 4.7k 59.77
CRH Ord (CRH) 0.0 $278k 3.2k 86.25
Cibc Cad (CM) 0.0 $277k 5.5k 50.72
Summit Financial 0.0 $277k 10k 27.16
Jones Lang LaSalle Incorporated (JLL) 0.0 $277k 1.4k 195.08
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $276k 5.4k 51.28
eBay (EBAY) 0.0 $276k 5.2k 52.78
Synovus Finl Corp Com New (SNV) 0.0 $274k 6.8k 40.06
Pentair SHS (PNR) 0.0 $274k 3.2k 85.44
Discover Financial Services (DFS) 0.0 $273k 2.1k 131.10
Paccar (PCAR) 0.0 $273k 2.2k 123.89
D.R. Horton (DHI) 0.0 $273k 1.7k 164.55
8x8 (EGHT) 0.0 $270k 100k 2.70
Mid-America Apartment (MAA) 0.0 $269k 2.0k 131.55
EOG Resources (EOG) 0.0 $269k 2.1k 127.82
Deluxe Corporation (DLX) 0.0 $267k 13k 20.59
Teradyne (TER) 0.0 $266k 2.4k 112.85
Nice Sponsored Adr (NICE) 0.0 $265k 1.0k 260.62
Proshares Tr S&p Tech Dividen (TDV) 0.0 $265k 3.7k 71.99
Marvell Technology (MRVL) 0.0 $263k 3.7k 70.88
Extra Space Storage (EXR) 0.0 $261k 1.8k 147.00
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $260k 5.9k 44.49
Bio Rad Labs CL B (BIO.B) 0.0 $259k 760.00 340.63
Bhp Group Sponsored Ads (BHP) 0.0 $259k 4.5k 57.69
Xpo Logistics Inc equity (XPO) 0.0 $259k 2.1k 122.03
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $257k 4.4k 58.85
Uber Technologies (UBER) 0.0 $256k 3.3k 76.99
PPL Corporation (PPL) 0.0 $256k 9.3k 27.53
Cgi Cl A Sub Vtg (GIB) 0.0 $255k 2.3k 110.49
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $254k 1.1k 225.82
Coinbase Global Com Cl A (COIN) 0.0 $253k 955.00 265.12
Sanofi Sponsored Adr (SNY) 0.0 $253k 5.2k 48.60
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $251k 2.5k 102.26
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $248k 1.6k 155.82
Textron (TXT) 0.0 $248k 2.6k 95.93
Digital Realty Trust (DLR) 0.0 $247k 1.7k 144.07
RBB Us Treas 3 Mnth (TBIL) 0.0 $247k 4.9k 50.03
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $247k 8.9k 27.76
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $246k 1.3k 195.03
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $245k 4.2k 58.59
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) 0.0 $244k 3.0k 80.14
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.0 $244k 9.4k 25.96
Cognizant Technology Solutio Cl A (CTSH) 0.0 $243k 3.3k 73.29
Crown Castle Intl (CCI) 0.0 $243k 2.3k 105.82
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $243k 3.7k 66.30
Ametek (AME) 0.0 $243k 1.3k 182.90
WSFS Financial Corporation (WSFS) 0.0 $242k 5.4k 45.14
PG&E Corporation (PCG) 0.0 $241k 14k 16.76
Lincoln Electric Holdings (LECO) 0.0 $241k 942.00 255.44
Tenaris S A Sponsored Ads (TS) 0.0 $240k 6.1k 39.27
Key (KEY) 0.0 $239k 15k 15.81
Wec Energy Group (WEC) 0.0 $239k 2.9k 82.12
Hca Holdings (HCA) 0.0 $239k 716.00 333.74
Icici Bank Adr (IBN) 0.0 $238k 9.0k 26.41
Sap Se Spon Adr (SAP) 0.0 $238k 1.2k 194.99
Williams-Sonoma (WSM) 0.0 $237k 747.00 317.41
Valvoline Inc Common (VVV) 0.0 $232k 5.2k 44.57
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $232k 4.3k 53.80
Avadel Pharmaceuticals Sponsored Adr 0.0 $232k 14k 16.89
Ishares Tr Expanded Tech (IGV) 0.0 $232k 2.7k 85.27
Huntington Bancshares Incorporated (HBAN) 0.0 $231k 17k 13.95
Smucker J M Com New (SJM) 0.0 $230k 1.8k 125.89
Infosys Sponsored Adr (INFY) 0.0 $229k 13k 17.93
Baxter International (BAX) 0.0 $228k 5.3k 42.74
Ionis Pharmaceuticals (IONS) 0.0 $228k 5.3k 43.35
Vanguard World Financials Etf (VFH) 0.0 $227k 2.2k 102.38
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.0 $227k 3.3k 69.67
Freeport-mcmoran CL B (FCX) 0.0 $225k 4.8k 47.02
Constellation Brands Cl A (STZ) 0.0 $225k 828.00 271.89
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $225k 16k 13.98
Stellantis SHS (STLA) 0.0 $224k 7.9k 28.30
Capital One Financial (COF) 0.0 $224k 1.5k 148.93
Marathon Oil Corporation (MRO) 0.0 $223k 7.9k 28.34
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $222k 7.0k 31.62
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $221k 2.3k 94.68
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.0 $221k 135.00 1635.00
Asbury Automotive (ABG) 0.0 $218k 926.00 235.78
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $218k 3.6k 60.78
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $218k 715.00 304.61
Wp Carey (WPC) 0.0 $217k 3.8k 56.45
Datadog Cl A Com (DDOG) 0.0 $216k 1.8k 123.63
Diamondback Energy (FANG) 0.0 $214k 1.1k 198.24
Ormat Technologies (ORA) 0.0 $213k 3.2k 66.19
Nelnet Cl A (NNI) 0.0 $212k 2.2k 94.65
Generac Holdings (GNRC) 0.0 $212k 1.7k 126.13
Relx Sponsored Adr (RELX) 0.0 $211k 4.9k 43.29
Veralto Corp Com Shs (VLTO) 0.0 $210k 2.4k 88.66
Wabtec Corporation (WAB) 0.0 $210k 1.4k 145.64
Hldgs (UAL) 0.0 $209k 4.4k 47.88
Boston Scientific Corporation (BSX) 0.0 $208k 3.0k 68.49
Edison International (EIX) 0.0 $207k 2.9k 70.72
Cheniere Energy Com New (LNG) 0.0 $206k 1.3k 161.31
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.0 $205k 1.1k 182.39
Equinix (EQIX) 0.0 $205k 248.00 826.56
Churchill Downs (CHDN) 0.0 $205k 1.7k 123.77
U.S. Physical Therapy (USPH) 0.0 $204k 1.8k 112.87
HSBC HLDGS Spon Adr New (HSBC) 0.0 $204k 5.2k 39.36
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $204k 4.6k 44.40
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $204k 5.2k 39.28
Wisdomtree Tr Us High Dividend (DHS) 0.0 $204k 2.4k 86.64
Nxp Semiconductors N V (NXPI) 0.0 $204k 822.00 247.85
Enterprise Financial Services (EFSC) 0.0 $203k 5.0k 40.56
Bank of New York Mellon Corporation (BK) 0.0 $202k 3.5k 57.62
Delta Air Lines Inc Del Com New (DAL) 0.0 $202k 4.2k 47.88
Deckers Outdoor Corporation (DECK) 0.0 $201k 214.00 941.26
Viatris (VTRS) 0.0 $189k 16k 11.94
Amcor Ord (AMCR) 0.0 $184k 19k 9.51
Nuveen Mo Prem Income Mun Fd sh ben int (NOM) 0.0 $179k 18k 10.16
Zevia Pbc Cl A (ZVIA) 0.0 $167k 143k 1.17
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $166k 15k 10.99
Sirius Xm Holdings 0.0 $158k 41k 3.88
Wipro Spon Adr 1 Sh (WIT) 0.0 $155k 27k 5.75
Western Union Company (WU) 0.0 $154k 11k 13.98
Escalade (ESCA) 0.0 $153k 11k 13.75
DNP Select Income Fund (DNP) 0.0 $141k 16k 9.07
Rivian Automotive Com Cl A (RIVN) 0.0 $138k 13k 10.95
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $136k 12k 11.84
Banco Santander Adr (SAN) 0.0 $130k 27k 4.84
Heritage Commerce (HTBK) 0.0 $129k 15k 8.58
Sofi Technologies (SOFI) 0.0 $122k 17k 7.30
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $119k 10k 11.77
Nextdoor Holdings Com Cl A (KIND) 0.0 $118k 53k 2.25
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $116k 14k 8.29
Redwood Trust (RWT) 0.0 $111k 17k 6.37
Taseko Cad (TGB) 0.0 $109k 50k 2.17
Haleon Spon Ads (HLN) 0.0 $92k 11k 8.49
Infinera (INFN) 0.0 $90k 15k 6.03
Siebert Financial (SIEB) 0.0 $78k 37k 2.11
Aegon Amer Reg 1 Cert (AEG) 0.0 $74k 12k 6.05
Kinross Gold Corp (KGC) 0.0 $73k 12k 6.13
Smart For Life Com New 0.0 $68k 110k 0.62
Arcadium Lithium Com Shs (ALTM) 0.0 $68k 16k 4.31
Geron Corporation (GERN) 0.0 $67k 20k 3.30
Aemetis Com New (AMTX) 0.0 $60k 10k 5.99
Enel Chile Sponsored Adr (ENIC) 0.0 $60k 20k 3.05
Telefonica S A Sponsored Adr (TEF) 0.0 $47k 11k 4.41
Silvercorp Metals (SVM) 0.0 $47k 14k 3.26
Arbutus Biopharma (ABUS) 0.0 $46k 18k 2.58
Aurora Innovation Class A Com (AUR) 0.0 $46k 16k 2.82
Nerdy Cl A Com (NRDY) 0.0 $44k 15k 2.91
Matterport Com Cl A (MTTR) 0.0 $43k 19k 2.26
Ambev Sa Sponsored Adr (ABEV) 0.0 $34k 14k 2.48
Galectin Therapeutics Com New (GALT) 0.0 $32k 13k 2.39
Ring Energy (REI) 0.0 $30k 15k 1.96
Perfect Corp Cl A Ord Shs (PERF) 0.0 $28k 11k 2.48
Gee Group (JOB) 0.0 $27k 75k 0.36
Lumen Technologies (LUMN) 0.0 $23k 15k 1.56
Quantum Si Com Cl A (QSI) 0.0 $21k 10k 1.97