Burk Holdings as of March 31, 2026
Portfolio Holdings for Burk Holdings
Burk Holdings holds 675 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 |
|---|---|---|---|---|---|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 9.5 | $22M | 624k | 35.53 | |
| Dimensional Etf Trust Us High Profitab (DUHP) | 6.1 | $14M | 389k | 36.76 | |
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 5.6 | $13M | 367k | 35.71 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 5.4 | $13M | 177k | 71.13 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 5.1 | $12M | 108k | 110.47 | |
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 4.7 | $11M | 319k | 34.55 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 4.7 | $11M | 227k | 48.46 | |
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 4.4 | $10M | 243k | 42.22 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 3.2 | $7.5M | 89k | 84.84 | |
| Dimensional Etf Trust Us Equity Market (DFUS) | 3.0 | $7.1M | 100k | 70.91 | |
| Dimensional Etf Trust Short Duration F (DFSD) | 2.9 | $6.9M | 143k | 47.88 | |
| Dimensional Etf Trust Global Real Est (DFGR) | 2.9 | $6.8M | 254k | 26.58 | |
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 2.4 | $5.5M | 68k | 80.61 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.3 | $5.4M | 87k | 62.45 | |
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 2.3 | $5.4M | 153k | 35.04 | |
| Dimensional Etf Trust Intl Small Cap V (DISV) | 2.3 | $5.3M | 136k | 39.44 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 2.1 | $4.9M | 92k | 52.78 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.8 | $4.1M | 51k | 80.58 | |
| Dimensional Etf Trust Us Real Estate E (DFAR) | 1.6 | $3.8M | 163k | 23.65 | |
| John Hancock Exchange Traded Preferred Income (JHPI) | 1.4 | $3.2M | 142k | 22.58 | |
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.4 | $3.2M | 94k | 33.86 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.3 | $3.1M | 28k | 111.18 | |
| American Centy Etf Tr Real Estate Etf (AVRE) | 1.3 | $3.0M | 69k | 44.02 | |
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 1.1 | $2.5M | 50k | 50.71 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.1 | $2.5M | 51k | 48.05 | |
| American Centy Etf Tr Avantis Us Small (AVSC) | 1.0 | $2.2M | 36k | 62.30 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.9 | $2.1M | 86k | 24.27 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $1.7M | 65k | 25.64 | |
| NVIDIA Corporation (NVDA) | 0.7 | $1.6M | 9.1k | 174.40 | |
| Ishares Tr Core Msci Total (IXUS) | 0.6 | $1.5M | 17k | 86.64 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.6 | $1.5M | 21k | 68.78 | |
| Apple (AAPL) | 0.6 | $1.3M | 5.2k | 253.78 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.2M | 2.1k | 577.18 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.5 | $1.2M | 12k | 99.86 | |
| Advanced Micro Devices (AMD) | 0.5 | $1.2M | 5.7k | 203.43 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.1M | 1.9k | 597.64 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $1.1M | 5.1k | 215.06 | |
| Amazon (AMZN) | 0.5 | $1.1M | 5.1k | 208.27 | |
| Microsoft Corporation (MSFT) | 0.4 | $995k | 2.7k | 370.17 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.4 | $965k | 11k | 89.33 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $944k | 1.5k | 650.54 | |
| American Centy Etf Tr International Lr (AVIV) | 0.4 | $829k | 11k | 74.83 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $722k | 4.3k | 169.65 | |
| Cisco Systems (CSCO) | 0.3 | $685k | 8.8k | 77.59 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $674k | 10k | 67.53 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $647k | 1.4k | 479.20 | |
| Eli Lilly & Co. (LLY) | 0.3 | $644k | 700.00 | 919.77 | |
| Meta Platforms Cl A (META) | 0.3 | $593k | 1.0k | 572.13 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $561k | 1.9k | 298.85 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $491k | 4.9k | 100.17 | |
| Fundvantage Tr Polen Focus Grow (PCLG) | 0.2 | $487k | 24k | 20.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $475k | 1.7k | 287.56 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $474k | 4.6k | 102.25 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $473k | 2.5k | 191.92 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $450k | 12k | 38.86 | |
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.2 | $444k | 9.3k | 47.93 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $410k | 12k | 33.97 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $363k | 1.1k | 320.81 | |
| Oneok (OKE) | 0.1 | $335k | 3.7k | 90.39 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $330k | 2.7k | 124.29 | |
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.1 | $324k | 3.2k | 101.14 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $300k | 13k | 23.22 | |
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.1 | $291k | 6.0k | 48.86 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $281k | 3.2k | 88.69 | |
| Spdr Series Trust State Street Spd (SHM) | 0.1 | $277k | 5.8k | 47.83 | |
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.1 | $256k | 3.8k | 67.92 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $254k | 9.1k | 27.85 | |
| Caterpillar (CAT) | 0.1 | $231k | 326.00 | 708.46 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $224k | 4.5k | 49.89 | |
| American Centy Etf Tr Avantis Shfxdinc (AVSF) | 0.1 | $219k | 4.7k | 46.80 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $215k | 749.00 | 286.86 | |
| Bank of America Corporation (BAC) | 0.1 | $213k | 4.4k | 48.75 | |
| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.1 | $210k | 10k | 20.46 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $203k | 310.00 | 653.21 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $200k | 2.7k | 73.13 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $187k | 404.00 | 463.19 | |
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.1 | $184k | 1.4k | 131.25 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $183k | 1.3k | 142.43 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $179k | 6.2k | 29.08 | |
| Wal-Mart Stores (WMT) | 0.1 | $168k | 1.3k | 124.25 | |
| International Business Machines (IBM) | 0.1 | $168k | 691.00 | 242.39 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $166k | 845.00 | 196.23 | |
| Bok Finl Corp Com New (BOKF) | 0.1 | $163k | 1.3k | 128.08 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $161k | 2.5k | 64.08 | |
| Phillips 66 (PSX) | 0.1 | $159k | 872.00 | 182.18 | |
| Home Depot (HD) | 0.1 | $156k | 474.00 | 328.89 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $155k | 6.3k | 24.75 | |
| One Gas (OGS) | 0.1 | $149k | 1.7k | 86.13 | |
| American Centy Etf Tr Avantis Us Larg (AVLC) | 0.1 | $149k | 1.9k | 77.55 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $146k | 359.00 | 407.32 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $146k | 497.00 | 294.16 | |
| salesforce (CRM) | 0.1 | $146k | 783.00 | 186.67 | |
| Tesla Motors (TSLA) | 0.1 | $139k | 373.00 | 371.75 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $137k | 2.5k | 54.05 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $137k | 350.00 | 391.76 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $132k | 902.00 | 145.74 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $130k | 2.6k | 48.93 | |
| Sherwin-Williams Company (SHW) | 0.1 | $127k | 396.00 | 320.55 | |
| Broadcom (AVGO) | 0.1 | $127k | 410.00 | 309.51 | |
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $124k | 3.6k | 34.02 | |
| Travelers Companies (TRV) | 0.1 | $121k | 414.00 | 291.68 | |
| Coca-Cola Company (KO) | 0.1 | $119k | 1.6k | 76.05 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $111k | 602.00 | 184.28 | |
| Johnson & Johnson (JNJ) | 0.0 | $111k | 452.00 | 244.44 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $109k | 1.0k | 106.01 | |
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $108k | 2.3k | 46.07 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $102k | 1.2k | 82.84 | |
| American Express Company (AXP) | 0.0 | $101k | 333.00 | 302.48 | |
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.0 | $100k | 2.4k | 41.09 | |
| CenterPoint Energy (CNP) | 0.0 | $90k | 2.1k | 43.16 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $89k | 418.00 | 213.67 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $88k | 205.00 | 430.29 | |
| Ameren Corporation (AEE) | 0.0 | $87k | 794.00 | 109.92 | |
| Welltower Inc Com reit (WELL) | 0.0 | $87k | 439.00 | 197.71 | |
| McDonald's Corporation (MCD) | 0.0 | $86k | 278.00 | 310.79 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $86k | 532.00 | 161.73 | |
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $86k | 586.00 | 145.94 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $83k | 2.9k | 29.13 | |
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $82k | 2.2k | 38.26 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $81k | 186.00 | 436.79 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $80k | 2.4k | 32.95 | |
| Netflix (NFLX) | 0.0 | $78k | 813.00 | 96.15 | |
| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.0 | $77k | 989.00 | 77.56 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $75k | 286.00 | 262.08 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $73k | 119.00 | 616.76 | |
| Pepsi (PEP) | 0.0 | $72k | 462.00 | 155.29 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $72k | 168.00 | 426.40 | |
| Williams Companies (WMB) | 0.0 | $70k | 959.00 | 72.77 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $70k | 2.2k | 32.43 | |
| ConocoPhillips (COP) | 0.0 | $68k | 518.00 | 132.00 | |
| Capital Southwest Corporation (CSWC) | 0.0 | $68k | 3.1k | 22.12 | |
| Waste Management (WM) | 0.0 | $68k | 294.00 | 229.79 | |
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $67k | 2.9k | 22.68 | |
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $64k | 2.0k | 32.22 | |
| Visa Com Cl A (V) | 0.0 | $62k | 205.00 | 302.24 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $61k | 2.9k | 21.49 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $61k | 2.0k | 30.50 | |
| Dimensional Etf Trust World Equity Etf (DFAW) | 0.0 | $61k | 822.00 | 73.76 | |
| Procter & Gamble Company (PG) | 0.0 | $60k | 415.00 | 144.44 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $60k | 407.00 | 146.61 | |
| Indie Semiconductor Class A Com (INDI) | 0.0 | $58k | 18k | 3.22 | |
| Calamos Conv & High Income F Com Shs (CHY) | 0.0 | $58k | 5.3k | 10.89 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $57k | 276.00 | 205.80 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $57k | 269.00 | 211.15 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $56k | 205.00 | 275.18 | |
| Sixth Street Specialty Lending (TSLX) | 0.0 | $54k | 3.0k | 18.38 | |
| Chevron Corporation (CVX) | 0.0 | $52k | 251.00 | 206.90 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $52k | 237.00 | 217.25 | |
| Vanguard Mun Bd Fds Long Term Tax Ex (VTEL) | 0.0 | $50k | 490.00 | 102.51 | |
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $49k | 988.00 | 49.99 | |
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $49k | 542.00 | 90.94 | |
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.0 | $47k | 991.00 | 47.08 | |
| Dimensional Etf Trust International (DFSI) | 0.0 | $44k | 1.0k | 42.40 | |
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.0 | $44k | 600.00 | 72.60 | |
| Fidus Invt (FDUS) | 0.0 | $43k | 2.5k | 17.42 | |
| Amphenol Corp Cl A (APH) | 0.0 | $40k | 320.00 | 126.35 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $40k | 139.00 | 287.18 | |
| Tcg Bdc (CGBD) | 0.0 | $38k | 3.5k | 10.94 | |
| Motorola Solutions Com New (MSI) | 0.0 | $37k | 86.00 | 433.97 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $36k | 1.3k | 26.61 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $33k | 1.3k | 24.91 | |
| At&t (T) | 0.0 | $32k | 1.1k | 28.99 | |
| Costco Wholesale Corporation (COST) | 0.0 | $32k | 32.00 | 996.44 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $31k | 145.00 | 213.66 | |
| Ge Aerospace Com New (GE) | 0.0 | $31k | 108.00 | 283.77 | |
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.0 | $30k | 726.00 | 41.72 | |
| General Motors Company (GM) | 0.0 | $30k | 402.00 | 74.50 | |
| Golub Capital BDC (GBDC) | 0.0 | $30k | 2.4k | 12.66 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $30k | 640.00 | 46.74 | |
| Evergy (EVRG) | 0.0 | $30k | 363.00 | 81.92 | |
| Tidal Trust I SP FDS S&P 500 (SPUS) | 0.0 | $29k | 609.00 | 48.16 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $29k | 198.00 | 148.10 | |
| Ladder Cap Corp Cl A (LADR) | 0.0 | $29k | 3.0k | 9.77 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $29k | 315.00 | 90.67 | |
| Corning Incorporated (GLW) | 0.0 | $28k | 206.00 | 135.97 | |
| Owl Rock Capital Corporation (OBDC) | 0.0 | $28k | 2.5k | 11.06 | |
| Schwab Strategic Tr Mortgage Backed (SMBS) | 0.0 | $27k | 1.1k | 25.55 | |
| Trinity Cap (TRIN) | 0.0 | $27k | 1.8k | 14.71 | |
| Micron Technology (MU) | 0.0 | $26k | 78.00 | 337.85 | |
| Abbvie (ABBV) | 0.0 | $26k | 121.00 | 217.49 | |
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.0 | $26k | 619.00 | 42.37 | |
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.0 | $26k | 372.00 | 69.90 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $26k | 1.8k | 14.77 | |
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $25k | 968.00 | 25.48 | |
| Gladstone Investment Corporation (GAIN) | 0.0 | $24k | 1.7k | 14.20 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $24k | 96.00 | 248.00 | |
| Ares Capital Corporation (ARCC) | 0.0 | $24k | 1.3k | 18.02 | |
| Goldman Sachs (GS) | 0.0 | $24k | 28.00 | 846.00 | |
| Sp Funds Trust S&p World Ex Us (SPWO) | 0.0 | $24k | 838.00 | 28.20 | |
| Lowe's Companies (LOW) | 0.0 | $23k | 97.00 | 236.28 | |
| MetLife (MET) | 0.0 | $23k | 322.00 | 70.72 | |
| Sabra Health Care REIT (SBRA) | 0.0 | $22k | 1.2k | 19.23 | |
| Merck & Co (MRK) | 0.0 | $22k | 184.00 | 120.29 | |
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $22k | 1.7k | 12.40 | |
| Academy Sports & Outdoor (ASO) | 0.0 | $21k | 376.00 | 56.45 | |
| Qxo Com New Call Option (QXO) | 0.0 | $21k | 17k | 1.23 | |
| Ge Vernova (GEV) | 0.0 | $21k | 24.00 | 872.92 | |
| 3M Company (MMM) | 0.0 | $20k | 139.00 | 145.23 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $20k | 45.00 | 446.53 | |
| Spdr Series Trust State Street Spd (XAR) | 0.0 | $20k | 79.00 | 253.97 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $20k | 405.00 | 49.37 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $20k | 50.00 | 390.42 | |
| Chubb (CB) | 0.0 | $19k | 59.00 | 325.93 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $18k | 27.00 | 682.22 | |
| Linde SHS (LIN) | 0.0 | $18k | 37.00 | 495.76 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $18k | 54.00 | 339.02 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $18k | 195.00 | 93.74 | |
| Draftkings Com Cl A (DKNG) | 0.0 | $18k | 842.00 | 21.62 | |
| Wells Fargo & Company (WFC) | 0.0 | $18k | 226.00 | 79.61 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $18k | 182.00 | 97.23 | |
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $17k | 237.00 | 73.10 | |
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $17k | 1.9k | 8.88 | |
| Postal Realty Trust Cl A (PSTL) | 0.0 | $17k | 921.00 | 18.56 | |
| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $17k | 2.1k | 8.04 | |
| Booking Holdings (BKNG) | 0.0 | $17k | 4.00 | 4210.25 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $17k | 33.00 | 499.67 | |
| Applied Materials (AMAT) | 0.0 | $16k | 48.00 | 341.79 | |
| Blackrock (BLK) | 0.0 | $16k | 17.00 | 961.71 | |
| Oracle Corporation (ORCL) | 0.0 | $16k | 109.00 | 147.11 | |
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $16k | 214.00 | 74.35 | |
| Trane Technologies SHS (TT) | 0.0 | $16k | 38.00 | 416.74 | |
| Solar Cap (SLRC) | 0.0 | $16k | 1.1k | 14.31 | |
| Global X Fds Gbl X Blockchain (BKCH) | 0.0 | $16k | 277.00 | 55.84 | |
| Colgate-Palmolive Company (CL) | 0.0 | $15k | 180.00 | 85.23 | |
| Dimensional Etf Trust Global Sustaina (DFSB) | 0.0 | $15k | 296.00 | 51.74 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $15k | 79.00 | 192.90 | |
| Southern Company (SO) | 0.0 | $15k | 150.00 | 96.52 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $14k | 99.00 | 145.79 | |
| Zscaler Incorporated (ZS) | 0.0 | $14k | 100.00 | 140.29 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $14k | 314.00 | 44.45 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $14k | 30.00 | 461.00 | |
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $14k | 295.00 | 46.36 | |
| Valero Energy Corporation (VLO) | 0.0 | $14k | 55.00 | 247.07 | |
| Nextera Energy (NEE) | 0.0 | $13k | 144.00 | 92.88 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $13k | 27.00 | 491.52 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $13k | 10.00 | 1320.80 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $13k | 90.00 | 146.28 | |
| Fortinet (FTNT) | 0.0 | $13k | 160.00 | 81.72 | |
| Analog Devices (ADI) | 0.0 | $13k | 41.00 | 318.15 | |
| Morgan Stanley Com New (MS) | 0.0 | $13k | 79.00 | 164.57 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $13k | 101.00 | 128.12 | |
| Citigroup Com New (C) | 0.0 | $13k | 113.00 | 113.41 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $13k | 161.00 | 79.27 | |
| Intel Corporation (INTC) | 0.0 | $13k | 289.00 | 44.13 | |
| Pfizer (PFE) | 0.0 | $13k | 454.00 | 28.08 | |
| Equinix (EQIX) | 0.0 | $13k | 13.00 | 980.23 | |
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $13k | 205.00 | 61.32 | |
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $12k | 1.1k | 11.27 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $12k | 107.00 | 113.11 | |
| Philip Morris International (PM) | 0.0 | $12k | 70.00 | 165.34 | |
| Metropcs Communications (TMUS) | 0.0 | $12k | 55.00 | 210.04 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $12k | 250.00 | 45.89 | |
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $11k | 1.0k | 11.30 | |
| Wec Energy Group (WEC) | 0.0 | $11k | 98.00 | 115.77 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $11k | 86.00 | 130.94 | |
| Dbx Etf Tr Xtrack Intl Real (HAUZ) | 0.0 | $11k | 485.00 | 22.60 | |
| Amgen (AMGN) | 0.0 | $11k | 31.00 | 351.84 | |
| CVS Caremark Corporation (CVS) | 0.0 | $11k | 150.00 | 71.82 | |
| Gilead Sciences (GILD) | 0.0 | $11k | 77.00 | 139.36 | |
| Eaton Corp SHS (ETN) | 0.0 | $11k | 30.00 | 357.67 | |
| TJX Companies (TJX) | 0.0 | $11k | 67.00 | 159.70 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $11k | 80.00 | 132.50 | |
| Arista Networks Com Shs (ANET) | 0.0 | $10k | 84.00 | 122.79 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $10k | 17.00 | 604.41 | |
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.0 | $10k | 218.00 | 46.91 | |
| Uber Technologies (UBER) | 0.0 | $10k | 142.00 | 71.93 | |
| Deere & Company (DE) | 0.0 | $10k | 18.00 | 563.28 | |
| Walt Disney Company (DIS) | 0.0 | $10k | 105.00 | 96.38 | |
| UnitedHealth (UNH) | 0.0 | $10k | 37.00 | 270.59 | |
| GSK Sponsored Adr (GSK) | 0.0 | $9.8k | 178.00 | 55.19 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $9.8k | 64.00 | 152.75 | |
| Cme (CME) | 0.0 | $9.7k | 33.00 | 295.36 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $9.7k | 110.00 | 88.46 | |
| Triplepoint Venture Gr Bdc cs (TPVG) | 0.0 | $9.5k | 1.9k | 4.99 | |
| Kenvue (KVUE) | 0.0 | $9.3k | 541.00 | 17.24 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $9.3k | 201.00 | 46.23 | |
| Qualcomm (QCOM) | 0.0 | $9.3k | 72.00 | 128.78 | |
| Marriott Intl Cl A (MAR) | 0.0 | $9.2k | 28.00 | 327.07 | |
| Honeywell International (HON) | 0.0 | $9.0k | 40.00 | 226.03 | |
| Bcp Investment Corporation Com New (BCIC) | 0.0 | $9.0k | 1.2k | 7.52 | |
| Capital One Financial (COF) | 0.0 | $8.9k | 49.00 | 182.43 | |
| Prudential Financial (PRU) | 0.0 | $8.8k | 90.00 | 97.69 | |
| Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) | 0.0 | $8.6k | 172.00 | 50.27 | |
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.0 | $8.6k | 199.00 | 43.37 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $8.6k | 123.00 | 69.75 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $8.5k | 90.00 | 93.98 | |
| Cardinal Health (CAH) | 0.0 | $8.5k | 40.00 | 211.30 | |
| Prologis (PLD) | 0.0 | $8.3k | 63.00 | 132.17 | |
| SLB Com Stk (SLB) | 0.0 | $8.2k | 159.00 | 51.39 | |
| Diamondback Energy (FANG) | 0.0 | $8.1k | 41.00 | 197.78 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $8.1k | 80.00 | 100.62 | |
| Church & Dwight (CHD) | 0.0 | $7.8k | 84.00 | 93.32 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $7.8k | 32.00 | 244.19 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $7.8k | 40.00 | 194.15 | |
| Union Pacific Corporation (UNP) | 0.0 | $7.8k | 32.00 | 242.62 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $7.7k | 80.00 | 96.47 | |
| Astrazeneca Ord (AZN) | 0.0 | $7.7k | 39.00 | 197.23 | |
| Quanta Services (PWR) | 0.0 | $7.7k | 14.00 | 549.00 | |
| Markel Corporation (MKL) | 0.0 | $7.7k | 4.00 | 1914.00 | |
| Kla Corp Com New (KLAC) | 0.0 | $7.4k | 5.00 | 1472.40 | |
| Freeport Mcmoran CL B (FCX) | 0.0 | $7.3k | 124.00 | 58.78 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $7.3k | 207.00 | 35.14 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $7.3k | 88.00 | 82.49 | |
| Abbott Laboratories (ABT) | 0.0 | $7.2k | 70.00 | 102.67 | |
| Ishares Tr Mbs Etf (MBB) | 0.0 | $7.2k | 76.00 | 94.46 | |
| CSX Corporation (CSX) | 0.0 | $7.1k | 174.00 | 41.05 | |
| eBay (EBAY) | 0.0 | $7.1k | 78.00 | 91.03 | |
| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $7.1k | 179.00 | 39.47 | |
| Tidal Trust I Sp Funds S&p Gbl (SPRE) | 0.0 | $6.9k | 354.00 | 19.59 | |
| Ross Stores (ROST) | 0.0 | $6.9k | 32.00 | 216.62 | |
| O'reilly Automotive (ORLY) | 0.0 | $6.9k | 75.00 | 92.31 | |
| Howmet Aerospace (HWM) | 0.0 | $6.9k | 30.00 | 230.47 | |
| Align Technology (ALGN) | 0.0 | $6.7k | 39.00 | 171.44 | |
| Sap Se Spon Adr (SAP) | 0.0 | $6.7k | 39.00 | 171.21 | |
| Blackrock Tcp Cap Corp (TCPC) | 0.0 | $6.7k | 1.8k | 3.61 | |
| General Dynamics Corporation (GD) | 0.0 | $6.5k | 19.00 | 343.21 | |
| Shell Spon Ads (SHEL) | 0.0 | $6.4k | 69.00 | 93.00 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $6.3k | 32.00 | 198.28 | |
| American Airls (AAL) | 0.0 | $6.3k | 585.00 | 10.74 | |
| Servicenow (NOW) | 0.0 | $6.3k | 60.00 | 104.55 | |
| PNC Financial Services (PNC) | 0.0 | $6.2k | 30.00 | 208.10 | |
| Teradyne (TER) | 0.0 | $6.2k | 21.00 | 296.48 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $6.2k | 8.00 | 772.62 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $6.2k | 225.00 | 27.46 | |
| SYSCO Corporation (SYY) | 0.0 | $6.1k | 86.00 | 71.33 | |
| Starbucks Corporation (SBUX) | 0.0 | $6.1k | 68.00 | 89.59 | |
| Barclays Adr (BCS) | 0.0 | $6.1k | 287.00 | 21.16 | |
| McKesson Corporation (MCK) | 0.0 | $6.1k | 7.00 | 865.43 | |
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $6.0k | 82.00 | 72.74 | |
| S&p Global (SPGI) | 0.0 | $6.0k | 14.00 | 425.36 | |
| Progressive Corporation (PGR) | 0.0 | $5.9k | 30.00 | 198.23 | |
| Spdr Series Trust Bloomberg Emergi (EBND) | 0.0 | $5.9k | 288.00 | 20.64 | |
| Devon Energy Corporation (DVN) | 0.0 | $5.8k | 116.00 | 50.32 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $5.8k | 19.00 | 304.11 | |
| Illinois Tool Works (ITW) | 0.0 | $5.7k | 22.00 | 260.27 | |
| FedEx Corporation (FDX) | 0.0 | $5.7k | 16.00 | 356.19 | |
| Hca Holdings (HCA) | 0.0 | $5.7k | 12.00 | 473.25 | |
| Intercontinental Exchange (ICE) | 0.0 | $5.7k | 36.00 | 157.28 | |
| Totalenergies Se Act (TTE) | 0.0 | $5.6k | 62.00 | 90.98 | |
| Monster Beverage Corp (MNST) | 0.0 | $5.6k | 77.00 | 72.45 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $5.6k | 71.00 | 78.41 | |
| Cadence Design Systems (CDNS) | 0.0 | $5.6k | 20.00 | 277.85 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $5.5k | 185.00 | 29.99 | |
| Paccar (PCAR) | 0.0 | $5.5k | 48.00 | 115.50 | |
| Electronic Arts (EA) | 0.0 | $5.5k | 27.00 | 203.85 | |
| Monolithic Power Systems (MPWR) | 0.0 | $5.5k | 5.00 | 1093.40 | |
| Cherry Hill Mort (CHMI) | 0.0 | $5.5k | 2.2k | 2.50 | |
| W.W. Grainger (GWW) | 0.0 | $5.5k | 5.00 | 1090.80 | |
| Fifth Third Ban (FITB) | 0.0 | $5.4k | 117.00 | 46.46 | |
| Us Bancorp Com New (USB) | 0.0 | $5.3k | 101.00 | 52.01 | |
| Verizon Communications (VZ) | 0.0 | $5.2k | 104.00 | 50.20 | |
| Marsh & McLennan Companies (MRSH) | 0.0 | $5.2k | 30.00 | 173.47 | |
| Newmont Mining Corporation (NEM) | 0.0 | $5.2k | 48.00 | 108.25 | |
| Datadog Cl A Com (DDOG) | 0.0 | $5.2k | 44.00 | 118.05 | |
| Corteva (CTVA) | 0.0 | $5.2k | 62.00 | 83.71 | |
| Entergy Corporation (ETR) | 0.0 | $5.2k | 46.00 | 112.37 | |
| Norfolk Southern (NSC) | 0.0 | $5.2k | 18.00 | 287.00 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $5.1k | 89.00 | 57.58 | |
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.0 | $5.0k | 255.00 | 19.75 | |
| Toyota Motor Corp Ads (TM) | 0.0 | $4.9k | 24.00 | 206.08 | |
| Pulte (PHM) | 0.0 | $4.9k | 42.00 | 117.62 | |
| Armour Residential Reit Com Shs (ARR) | 0.0 | $4.9k | 296.00 | 16.68 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $4.9k | 26.00 | 189.58 | |
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $4.9k | 102.00 | 48.32 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $4.9k | 68.00 | 72.25 | |
| Boston Scientific Corporation (BSX) | 0.0 | $4.8k | 77.00 | 62.75 | |
| American Water Works (AWK) | 0.0 | $4.8k | 35.00 | 136.09 | |
| Intuit (INTU) | 0.0 | $4.8k | 11.00 | 432.36 | |
| Constellation Energy (CEG) | 0.0 | $4.7k | 17.00 | 279.24 | |
| Target Corporation (TGT) | 0.0 | $4.7k | 39.00 | 121.21 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $4.6k | 19.00 | 243.11 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $4.6k | 79.00 | 57.65 | |
| Tapestry (TPR) | 0.0 | $4.5k | 32.00 | 141.12 | |
| L3harris Technologies (LHX) | 0.0 | $4.5k | 13.00 | 345.15 | |
| Simon Property (SPG) | 0.0 | $4.5k | 24.00 | 186.54 | |
| Fastenal Company (FAST) | 0.0 | $4.5k | 96.00 | 46.40 | |
| AmerisourceBergen (COR) | 0.0 | $4.4k | 14.00 | 314.14 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $4.4k | 72.00 | 61.06 | |
| BP Sponsored Adr (BP) | 0.0 | $4.4k | 93.00 | 47.00 | |
| Eversource Energy (ES) | 0.0 | $4.4k | 63.00 | 69.29 | |
| Banco Santander Sa Adr (SAN) | 0.0 | $4.4k | 386.00 | 11.28 | |
| Johnson Controls Internation SHS (JCI) | 0.0 | $4.3k | 33.00 | 130.94 | |
| Cummins (CMI) | 0.0 | $4.3k | 8.00 | 538.00 | |
| Ametek (AME) | 0.0 | $4.3k | 20.00 | 214.35 | |
| Stryker Corporation (SYK) | 0.0 | $4.3k | 13.00 | 328.62 | |
| Automatic Data Processing (ADP) | 0.0 | $4.3k | 21.00 | 203.19 | |
| CBOE Holdings (CBOE) | 0.0 | $4.2k | 15.00 | 281.07 | |
| Danaher Corporation (DHR) | 0.0 | $4.2k | 22.00 | 189.59 | |
| Expedia Group Com New (EXPE) | 0.0 | $4.2k | 18.00 | 230.89 | |
| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $4.1k | 47.00 | 88.02 | |
| Ing Groep Sponsored Adr (ING) | 0.0 | $4.0k | 154.00 | 26.05 | |
| Ingersoll Rand (IR) | 0.0 | $4.0k | 50.00 | 80.12 | |
| Nike CL B (NKE) | 0.0 | $4.0k | 75.00 | 52.83 | |
| Bridger Aerospace Grp Hldgs (BAER) | 0.0 | $4.0k | 2.0k | 1.98 | |
| Hldgs (UAL) | 0.0 | $4.0k | 43.00 | 92.07 | |
| Allstate Corporation (ALL) | 0.0 | $3.9k | 19.00 | 207.32 | |
| Ventas (VTR) | 0.0 | $3.9k | 48.00 | 81.77 | |
| Hartford Financial Services (HIG) | 0.0 | $3.9k | 29.00 | 135.24 | |
| Shoe Carnival (SCVL) | 0.0 | $3.9k | 250.00 | 15.59 | |
| Yum! Brands (YUM) | 0.0 | $3.9k | 25.00 | 155.48 | |
| Microchip Technology (MCHP) | 0.0 | $3.9k | 60.00 | 64.62 | |
| Palo Alto Networks (PANW) | 0.0 | $3.8k | 24.00 | 160.33 | |
| Anthem (ELV) | 0.0 | $3.8k | 13.00 | 292.77 | |
| Huntington Ingalls Inds (HII) | 0.0 | $3.8k | 10.00 | 379.90 | |
| Zoetis Cl A (ZTS) | 0.0 | $3.8k | 32.00 | 118.22 | |
| Tyler Technologies (TYL) | 0.0 | $3.8k | 11.00 | 342.36 | |
| Hershey Company (HSY) | 0.0 | $3.7k | 18.00 | 207.89 | |
| Republic Services (RSG) | 0.0 | $3.7k | 17.00 | 219.00 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $3.7k | 57.00 | 65.00 | |
| Xcel Energy (XEL) | 0.0 | $3.7k | 46.00 | 79.43 | |
| United Rentals (URI) | 0.0 | $3.6k | 5.00 | 728.60 | |
| Tractor Supply Company (TSCO) | 0.0 | $3.6k | 80.00 | 45.30 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $3.6k | 4.00 | 895.25 | |
| Synopsys (SNPS) | 0.0 | $3.6k | 9.00 | 396.44 | |
| Dover Corporation (DOV) | 0.0 | $3.5k | 17.00 | 208.47 | |
| Delta Air Lines Com New (DAL) | 0.0 | $3.5k | 53.00 | 66.47 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $3.5k | 268.00 | 13.12 | |
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $3.5k | 140.00 | 25.11 | |
| Gentex Corporation (GNTX) | 0.0 | $3.5k | 160.00 | 21.85 | |
| Biogen Idec (BIIB) | 0.0 | $3.5k | 19.00 | 183.32 | |
| NetApp (NTAP) | 0.0 | $3.5k | 34.00 | 102.38 | |
| Humana (HUM) | 0.0 | $3.5k | 20.00 | 173.40 | |
| Builders FirstSource (BLDR) | 0.0 | $3.5k | 42.00 | 82.33 | |
| American Tower Reit (AMT) | 0.0 | $3.5k | 20.00 | 172.60 | |
| Kroger (KR) | 0.0 | $3.4k | 47.00 | 72.36 | |
| Axon Enterprise (AXON) | 0.0 | $3.4k | 8.00 | 424.75 | |
| Packaging Corporation of America (PKG) | 0.0 | $3.4k | 16.00 | 212.25 | |
| AutoZone (AZO) | 0.0 | $3.4k | 1.00 | 3378.00 | |
| CF Industries Holdings (CF) | 0.0 | $3.4k | 26.00 | 129.85 | |
| IDEXX Laboratories (IDXX) | 0.0 | $3.4k | 6.00 | 561.83 | |
| Insulet Corporation (PODD) | 0.0 | $3.4k | 16.00 | 209.81 | |
| Raymond James Financial (RJF) | 0.0 | $3.3k | 23.00 | 144.78 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $3.3k | 153.00 | 21.66 | |
| Truist Financial Corp equities (TFC) | 0.0 | $3.3k | 71.00 | 45.97 | |
| Digital Realty Trust (DLR) | 0.0 | $3.2k | 18.00 | 180.22 | |
| Rockwell Automation (ROK) | 0.0 | $3.2k | 9.00 | 358.89 | |
| Aon Shs Cl A (AON) | 0.0 | $3.2k | 10.00 | 322.80 | |
| Air Products & Chemicals (APD) | 0.0 | $3.2k | 11.00 | 290.45 | |
| Altria (MO) | 0.0 | $3.1k | 47.00 | 66.00 | |
| Bristol Myers Squibb (BMY) | 0.0 | $3.1k | 51.00 | 60.65 | |
| Globe Life (GL) | 0.0 | $3.1k | 22.00 | 139.18 | |
| Moody's Corporation (MCO) | 0.0 | $3.1k | 7.00 | 436.29 | |
| Assurant (AIZ) | 0.0 | $3.0k | 14.00 | 217.79 | |
| CMS Energy Corporation (CMS) | 0.0 | $3.0k | 39.00 | 77.59 | |
| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $3.0k | 60.00 | 49.97 | |
| Medtronic SHS (MDT) | 0.0 | $2.9k | 34.00 | 86.65 | |
| Cigna Corp (CI) | 0.0 | $2.9k | 11.00 | 266.73 | |
| Ecolab (ECL) | 0.0 | $2.9k | 11.00 | 266.00 | |
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $2.9k | 50.00 | 58.48 | |
| Sp Funds Trust S&p Global Techn (SPTE) | 0.0 | $2.9k | 83.00 | 34.67 | |
| Autodesk (ADSK) | 0.0 | $2.9k | 12.00 | 239.42 | |
| AFLAC Incorporated (AFL) | 0.0 | $2.9k | 26.00 | 109.69 | |
| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $2.8k | 30.00 | 94.57 | |
| Public Service Enterprise (PEG) | 0.0 | $2.8k | 35.00 | 80.94 | |
| Fox Corp Cl A Com (FOXA) | 0.0 | $2.8k | 48.00 | 58.40 | |
| Haleon Spon Ads (HLN) | 0.0 | $2.8k | 275.00 | 10.01 | |
| Key (KEY) | 0.0 | $2.7k | 137.00 | 20.05 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $2.7k | 343.00 | 7.94 | |
| Carnival Corp Common Stock (CCL) | 0.0 | $2.7k | 105.00 | 25.88 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $2.7k | 13.00 | 209.00 | |
| Nucor Corporation (NUE) | 0.0 | $2.7k | 16.00 | 169.12 | |
| Cintas Corporation (CTAS) | 0.0 | $2.7k | 16.00 | 169.12 | |
| Ford Motor Company (F) | 0.0 | $2.7k | 233.00 | 11.54 | |
| Southwest Airlines (LUV) | 0.0 | $2.7k | 71.00 | 37.72 | |
| Rollins (ROL) | 0.0 | $2.7k | 50.00 | 53.42 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $2.7k | 10.00 | 266.80 | |
| Viatris (VTRS) | 0.0 | $2.7k | 197.00 | 13.51 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $2.6k | 52.00 | 50.44 | |
| Crown Castle Intl (CCI) | 0.0 | $2.6k | 32.00 | 81.31 | |
| Alliant Energy Corporation (LNT) | 0.0 | $2.6k | 36.00 | 71.75 | |
| Sempra Energy (SRE) | 0.0 | $2.5k | 26.00 | 97.15 | |
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $2.5k | 32.00 | 78.66 | |
| Albemarle Corporation (ALB) | 0.0 | $2.5k | 14.00 | 179.50 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $2.5k | 22.00 | 114.00 | |
| Dollar General (DG) | 0.0 | $2.5k | 21.00 | 118.71 | |
| Consolidated Edison (ED) | 0.0 | $2.5k | 22.00 | 113.18 | |
| Emerson Electric (EMR) | 0.0 | $2.5k | 19.00 | 131.00 | |
| ON Semiconductor (ON) | 0.0 | $2.4k | 39.00 | 61.92 | |
| Hf Sinclair Corp (DINO) | 0.0 | $2.4k | 38.00 | 62.39 | |
| Martin Marietta Materials (MLM) | 0.0 | $2.4k | 4.00 | 588.75 | |
| Ubs Group SHS (UBS) | 0.0 | $2.3k | 59.00 | 39.07 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $2.3k | 84.00 | 27.40 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $2.3k | 51.00 | 45.12 | |
| Vanguard World Energy Etf (VDE) | 0.0 | $2.2k | 13.00 | 173.08 | |
| Synchrony Financial (SYF) | 0.0 | $2.2k | 33.00 | 68.03 | |
| Ameriprise Financial (AMP) | 0.0 | $2.2k | 5.00 | 444.40 | |
| Emcor (EME) | 0.0 | $2.2k | 3.00 | 738.33 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $2.2k | 1.00 | 2197.00 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $2.2k | 20.00 | 109.00 | |
| Vulcan Materials Company (VMC) | 0.0 | $2.2k | 8.00 | 272.25 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $2.2k | 11.00 | 196.82 | |
| Darden Restaurants (DRI) | 0.0 | $2.2k | 11.00 | 196.00 | |
| Msci (MSCI) | 0.0 | $2.2k | 4.00 | 539.00 | |
| State Street Corporation (STT) | 0.0 | $2.2k | 17.00 | 126.59 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $2.1k | 427.00 | 5.03 | |
| Dominion Resources (D) | 0.0 | $2.1k | 34.00 | 61.82 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $2.1k | 88.00 | 23.81 | |
| Lifevantage Corp Com New (LFVN) | 0.0 | $2.1k | 481.00 | 4.32 | |
| National Fuel Gas (NFG) | 0.0 | $2.1k | 22.00 | 93.95 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $2.1k | 29.00 | 71.17 | |
| Deutsche Bk Namen Akt (DB) | 0.0 | $2.1k | 69.00 | 29.78 | |
| DTE Energy Company (DTE) | 0.0 | $2.0k | 14.00 | 146.21 | |
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $2.0k | 24.00 | 84.58 | |
| F5 Networks (FFIV) | 0.0 | $2.0k | 7.00 | 289.29 | |
| Zions Bancorporation (ZION) | 0.0 | $2.0k | 35.00 | 57.63 | |
| Exelon Corporation (EXC) | 0.0 | $2.0k | 41.00 | 49.02 | |
| Verisign (VRSN) | 0.0 | $2.0k | 8.00 | 248.38 | |
| Regency Centers Corporation (REG) | 0.0 | $2.0k | 26.00 | 75.65 | |
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $2.0k | 21.00 | 93.29 | |
| Loews Corporation (L) | 0.0 | $1.9k | 18.00 | 106.72 | |
| Eagle Materials (EXP) | 0.0 | $1.9k | 10.00 | 189.70 | |
| Public Storage (PSA) | 0.0 | $1.9k | 7.00 | 270.86 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $1.9k | 12.00 | 157.33 | |
| Nasdaq Omx (NDAQ) | 0.0 | $1.9k | 22.00 | 84.91 | |
| Eni Spa Sponsored Adr (E) | 0.0 | $1.9k | 33.00 | 56.61 | |
| Copart (CPRT) | 0.0 | $1.9k | 56.00 | 33.20 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $1.9k | 28.00 | 66.29 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $1.9k | 20.00 | 92.75 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $1.9k | 32.00 | 57.81 | |
| DaVita (DVA) | 0.0 | $1.8k | 12.00 | 153.67 | |
| Textron (TXT) | 0.0 | $1.8k | 21.00 | 87.57 | |
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $1.8k | 18.00 | 101.78 | |
| Snap-on Incorporated (SNA) | 0.0 | $1.8k | 5.00 | 363.20 | |
| ResMed (RMD) | 0.0 | $1.8k | 8.00 | 224.50 | |
| Broadridge Financial Solutions (BR) | 0.0 | $1.8k | 11.00 | 162.45 | |
| Waters Corporation (WAT) | 0.0 | $1.8k | 6.00 | 297.83 | |
| Roper Industries (ROP) | 0.0 | $1.8k | 5.00 | 353.80 | |
| Host Hotels & Resorts (HST) | 0.0 | $1.8k | 92.00 | 19.16 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $1.8k | 58.00 | 30.33 | |
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $1.8k | 38.00 | 46.26 | |
| Spdr Series Trust State Street Spd (SLYG) | 0.0 | $1.7k | 18.00 | 96.61 | |
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.0 | $1.7k | 43.00 | 40.14 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.7k | 15.00 | 115.00 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $1.7k | 60.00 | 28.72 | |
| Orix Corp Sponsored Adr (IX) | 0.0 | $1.7k | 57.00 | 29.98 | |
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $1.7k | 26.00 | 65.69 | |
| Iqvia Holdings (IQV) | 0.0 | $1.7k | 10.00 | 170.50 | |
| Edwards Lifesciences (EW) | 0.0 | $1.7k | 21.00 | 80.10 | |
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $1.7k | 24.00 | 69.38 | |
| C H Robinson Worldwide In Com New (CHRW) | 0.0 | $1.7k | 10.00 | 166.10 | |
| Clorox Company (CLX) | 0.0 | $1.7k | 16.00 | 103.62 | |
| Lennar Corp Cl A (LEN) | 0.0 | $1.6k | 19.00 | 86.84 | |
| Western Digital (WDC) | 0.0 | $1.6k | 6.00 | 270.50 | |
| Omni (OMC) | 0.0 | $1.6k | 21.00 | 75.33 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $1.6k | 8.00 | 197.50 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $1.6k | 8.00 | 196.00 | |
| Xylem (XYL) | 0.0 | $1.6k | 13.00 | 119.54 | |
| Charles River Laboratories (CRL) | 0.0 | $1.6k | 9.00 | 172.56 | |
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $1.5k | 83.00 | 18.52 | |
| Dollar Tree (DLTR) | 0.0 | $1.5k | 14.00 | 109.50 | |
| Realty Income (O) | 0.0 | $1.5k | 25.00 | 61.20 | |
| Halliburton Company (HAL) | 0.0 | $1.5k | 39.00 | 39.00 | |
| Carrier Global Corporation (CARR) | 0.0 | $1.5k | 27.00 | 56.30 | |
| IDEX Corporation (IEX) | 0.0 | $1.5k | 8.00 | 189.50 | |
| Aercap Holdings Nv SHS (AER) | 0.0 | $1.5k | 11.00 | 137.18 | |
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $1.5k | 63.00 | 23.87 | |
| Natwest Group Spons Adr (NWG) | 0.0 | $1.5k | 100.00 | 14.90 | |
| Core & Main Cl A (CNM) | 0.0 | $1.5k | 400.00 | 3.70 | |
| United Parcel Svcs CL B (UPS) | 0.0 | $1.5k | 15.00 | 98.40 | |
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $1.5k | 2.00 | 730.50 | |
| M&T Bank Corporation (MTB) | 0.0 | $1.4k | 7.00 | 206.71 | |
| Extra Space Storage (EXR) | 0.0 | $1.4k | 11.00 | 131.09 | |
| American Intl Group Com New (AIG) | 0.0 | $1.4k | 19.00 | 75.26 | |
| Iron Mountain (IRM) | 0.0 | $1.4k | 14.00 | 102.14 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $1.4k | 12.00 | 118.67 | |
| New York Times Co Mtn Be Cl A (NYT) | 0.0 | $1.4k | 17.00 | 83.71 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $1.4k | 9.00 | 155.11 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $1.4k | 13.00 | 106.23 | |
| D.R. Horton (DHI) | 0.0 | $1.4k | 10.00 | 137.20 | |
| Las Vegas Sands (LVS) | 0.0 | $1.3k | 25.00 | 53.88 | |
| Masco Corporation (MAS) | 0.0 | $1.3k | 22.00 | 60.36 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $1.3k | 17.00 | 77.06 | |
| MGIC Investment (MTG) | 0.0 | $1.3k | 49.00 | 26.24 | |
| Erie Indty Cl A (ERIE) | 0.0 | $1.3k | 5.00 | 251.40 | |
| AES Corporation (AES) | 0.0 | $1.2k | 87.00 | 14.09 | |
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $1.2k | 155.00 | 7.89 | |
| Centene Corporation (CNC) | 0.0 | $1.2k | 37.00 | 32.73 | |
| Alcon Ord Shs (ALC) | 0.0 | $1.2k | 16.00 | 75.38 | |
| Paychex (PAYX) | 0.0 | $1.2k | 13.00 | 92.15 | |
| Relx Sponsored Adr (RELX) | 0.0 | $1.2k | 36.00 | 33.14 | |
| Box Cl A (BOX) | 0.0 | $1.2k | 50.00 | 23.64 | |
| PPG Industries (PPG) | 0.0 | $1.2k | 11.00 | 106.91 | |
| Dow (DOW) | 0.0 | $1.2k | 28.00 | 41.64 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $1.2k | 4.00 | 290.75 | |
| Stanley Black & Decker (SWK) | 0.0 | $1.1k | 16.00 | 71.06 | |
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $1.1k | 14.00 | 80.57 | |
| Fiserv (FISV) | 0.0 | $1.1k | 20.00 | 55.80 | |
| Hp (HPQ) | 0.0 | $1.1k | 58.00 | 19.21 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $1.1k | 18.00 | 61.33 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $1.1k | 132.00 | 8.04 | |
| Tenaris S A Sponsored Ads (TS) | 0.0 | $1.0k | 18.00 | 58.17 | |
| Smurfit Westrock SHS (SW) | 0.0 | $1.0k | 26.00 | 39.85 | |
| Ferrari Nv Ord (RACE) | 0.0 | $1.0k | 3.00 | 338.33 | |
| Kinder Morgan (KMI) | 0.0 | $1.0k | 30.00 | 33.53 | |
| Wabtec Corporation (WAB) | 0.0 | $1.0k | 4.00 | 250.00 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $993.999600 | 33.00 | 30.12 | |
| T. Rowe Price (TROW) | 0.0 | $991.999800 | 11.00 | 90.18 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $972.999500 | 19.00 | 51.21 | |
| Siteone Landscape Supply Call Option (SITE) | 0.0 | $966.000000 | 400.00 | 2.42 | |
| Weyerhaeuser Com New (WY) | 0.0 | $953.000100 | 39.00 | 24.44 | |
| Becton, Dickinson and (BDX) | 0.0 | $943.000200 | 6.00 | 157.17 | |
| Prudential Adr (PUK) | 0.0 | $937.998600 | 33.00 | 28.42 | |
| Unilever Spon Adr New (UL) | 0.0 | $912.000000 | 16.00 | 57.00 | |
| Sea Sponsord Ads (SE) | 0.0 | $911.000200 | 11.00 | 82.82 | |
| Equifax (EFX) | 0.0 | $900.000000 | 5.00 | 180.00 | |
| Corpay Com Shs (CPAY) | 0.0 | $873.000000 | 3.00 | 291.00 | |
| Avery Dennison Corporation (AVY) | 0.0 | $863.000000 | 5.00 | 172.60 | |
| PG&E Corporation (PCG) | 0.0 | $860.998600 | 49.00 | 17.57 | |
| Elbit Sys Ord (ESLT) | 0.0 | $849.000000 | 1.00 | 849.00 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $848.000000 | 4.00 | 212.00 | |
| Morningstar (MORN) | 0.0 | $845.000000 | 5.00 | 169.00 | |
| Everpure Cl A (PSTG) | 0.0 | $826.999600 | 14.00 | 59.07 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $825.001200 | 36.00 | 22.92 | |
| FirstEnergy (FE) | 0.0 | $811.000000 | 16.00 | 50.69 | |
| Boeing Company (BA) | 0.0 | $796.000000 | 4.00 | 199.00 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $795.999600 | 9.00 | 88.44 | |
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $791.002100 | 109.00 | 7.26 | |
| Best Buy (BBY) | 0.0 | $770.000400 | 12.00 | 64.17 | |
| Royal Gold (RGLD) | 0.0 | $762.999900 | 3.00 | 254.33 | |
| Bluelinx Hldgs Com New (BXC) | 0.0 | $758.010000 | 300.00 | 2.53 | |
| Constellation Brands Cl A (STZ) | 0.0 | $750.000000 | 5.00 | 150.00 | |
| Strategy Cl A New (MSTR) | 0.0 | $748.999800 | 6.00 | 124.83 | |
| Casey's General Stores (CASY) | 0.0 | $728.000000 | 1.00 | 728.00 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $724.000000 | 2.00 | 362.00 | |
| Principal Financial (PFG) | 0.0 | $721.000000 | 8.00 | 90.12 | |
| Steel Dynamics (STLD) | 0.0 | $720.000000 | 4.00 | 180.00 | |
| Expeditors International of Washington (EXPD) | 0.0 | $716.000000 | 5.00 | 143.20 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $714.000000 | 5.00 | 142.80 | |
| Wynn Resorts (WYNN) | 0.0 | $710.999800 | 7.00 | 101.57 | |
| Pearson Sponsored Adr (PSO) | 0.0 | $708.998400 | 54.00 | 13.13 | |
| MGM Resorts International. (MGM) | 0.0 | $703.000000 | 19.00 | 37.00 | |
| Qnity Electronics Common Stock (Q) | 0.0 | $691.999800 | 6.00 | 115.33 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $684.999900 | 9.00 | 76.11 | |
| Henry Schein (HSIC) | 0.0 | $663.000300 | 9.00 | 73.67 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $657.000400 | 14.00 | 46.93 | |
| Dell Technologies CL C (DELL) | 0.0 | $657.000000 | 4.00 | 164.25 | |
| Everest Re Group (EG) | 0.0 | $654.000000 | 2.00 | 327.00 | |
| Cooper Cos (COO) | 0.0 | $644.000400 | 9.00 | 71.56 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $636.000000 | 20.00 | 31.80 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $630.999600 | 42.00 | 15.02 | |
| Dex (DXCM) | 0.0 | $628.000000 | 10.00 | 62.80 | |
| Dupont De Nemours (DD) | 0.0 | $594.999600 | 13.00 | 45.77 | |
| Rentokil Initial Sponsored Adr (RTO) | 0.0 | $567.000000 | 18.00 | 31.50 | |
| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.0 | $561.000000 | 30.00 | 18.70 | |
| Williams-Sonoma (WSM) | 0.0 | $546.999900 | 3.00 | 182.33 | |
| Logitech Intl S A SHS (LOGI) | 0.0 | $547.000200 | 6.00 | 91.17 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.0 | $547.000000 | 4.00 | 136.75 | |
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.0 | $534.000000 | 4.00 | 133.50 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 0.0 | $521.000000 | 8.00 | 65.12 | |
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.0 | $520.000000 | 10.00 | 52.00 | |
| Aptiv Com Shs (APTV) | 0.0 | $486.000200 | 7.00 | 69.43 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $483.999600 | 14.00 | 34.57 | |
| On Hldg Namen Akt A (ONON) | 0.0 | $476.000000 | 14.00 | 34.00 | |
| Leidos Holdings (LDOS) | 0.0 | $467.000100 | 3.00 | 155.67 | |
| Lennox International (LII) | 0.0 | $464.000000 | 1.00 | 464.00 | |
| Fresenius Medical Care Sponsored Adr (FMS) | 0.0 | $451.000000 | 20.00 | 22.55 | |
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $429.000000 | 16.00 | 26.81 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $408.000000 | 5.00 | 81.60 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $404.000100 | 3.00 | 134.67 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $343.000000 | 1.00 | 343.00 | |
| Live Nation Entertainment (LYV) | 0.0 | $305.000000 | 2.00 | 152.50 | |
| Grab Holdings Class A Ord (GRAB) | 0.0 | $293.000000 | 80.00 | 3.66 | |
| Wix SHS (WIX) | 0.0 | $270.000000 | 3.00 | 90.00 | |
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $223.999500 | 15.00 | 14.93 | |
| Agnico (AEM) | 0.0 | $203.000000 | 1.00 | 203.00 | |
| Dick's Sporting Goods (DKS) | 0.0 | $198.000000 | 1.00 | 198.00 | |
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $162.000000 | 3.00 | 54.00 | |
| Fidelity Covington Trust Int Vl Fct Etf (FIVA) | 0.0 | $117.999900 | 3.00 | 39.33 | |
| NET Lease Office Properties (NLOP) | 0.0 | $116.000000 | 10.00 | 11.60 | |
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.0 | $108.000000 | 4.00 | 27.00 | |
| Bullish Ord Shs (BLSH) | 0.0 | $107.000100 | 3.00 | 35.67 | |
| Spdr Series Trust State Street Spd (SPHY) | 0.0 | $93.000000 | 4.00 | 23.25 | |
| Spdr Series Trust State Street Spd (SPTL) | 0.0 | $53.000000 | 2.00 | 26.50 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $46.000000 | 2.00 | 23.00 | |
| Impact Biomedical Common Stock (IBO) | 0.0 | $16.000200 | 27.00 | 0.59 |