Cannell & Spears as of Sept. 30, 2025
Portfolio Holdings for Cannell & Spears
Cannell & Spears holds 400 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.3 | $385M | 743k | 517.95 | |
| Apple (AAPL) | 3.7 | $195M | 765k | 254.63 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $194M | 795k | 243.55 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.2 | $171M | 340k | 502.74 | |
| Oracle Corporation (ORCL) | 2.8 | $148M | 525k | 281.24 | |
| Amazon (AMZN) | 2.7 | $143M | 650k | 219.57 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.3 | $124M | 1.8M | 68.58 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $98M | 405k | 243.10 | |
| Vertiv Holdings Com Cl A (VRT) | 1.8 | $94M | 626k | 150.86 | |
| Agnico (AEM) | 1.8 | $94M | 560k | 168.56 | |
| Millrose Pptys Com Cl A (MRP) | 1.7 | $88M | 2.6M | 33.61 | |
| Analog Devices (ADI) | 1.6 | $85M | 346k | 245.70 | |
| Chubb (CB) | 1.6 | $85M | 301k | 282.25 | |
| CRH Ord (CRH) | 1.5 | $82M | 680k | 119.90 | |
| NVIDIA Corporation (NVDA) | 1.4 | $75M | 404k | 186.58 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $75M | 239k | 315.43 | |
| Abbott Laboratories (ABT) | 1.4 | $75M | 562k | 133.94 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.4 | $73M | 1.3M | 57.80 | |
| Tidal Trust Iii Beehive Etf (BEEX) | 1.3 | $71M | 2.8M | 25.60 | |
| Abbvie (ABBV) | 1.2 | $66M | 285k | 231.54 | |
| Barrick Mng Corp Com Shs (B) | 1.1 | $61M | 1.9M | 32.77 | |
| Uber Technologies (UBER) | 1.1 | $59M | 605k | 97.97 | |
| Amrize SHS (AMRZ) | 1.0 | $53M | 1.1M | 48.53 | |
| Quanta Services (PWR) | 1.0 | $52M | 125k | 414.42 | |
| Meta Platforms Cl A (META) | 1.0 | $51M | 69k | 734.38 | |
| Broadcom (AVGO) | 1.0 | $51M | 154k | 329.91 | |
| Costco Wholesale Corporation (COST) | 0.9 | $48M | 52k | 925.64 | |
| Danaher Corporation (DHR) | 0.9 | $48M | 242k | 198.26 | |
| TJX Companies (TJX) | 0.9 | $48M | 329k | 144.54 | |
| White Mountains Insurance Gp (WTM) | 0.9 | $47M | 28k | 1671.50 | |
| Intercontinental Exchange (ICE) | 0.9 | $46M | 274k | 168.48 | |
| Labcorp Holdings Com Shs (LH) | 0.9 | $46M | 160k | 287.06 | |
| Fidelity National Information Services (FIS) | 0.8 | $45M | 678k | 65.94 | |
| Alamos Gold Com Cl A (AGI) | 0.8 | $45M | 1.3M | 34.86 | |
| Packaging Corporation of America (PKG) | 0.8 | $44M | 203k | 217.93 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $43M | 89k | 485.02 | |
| Walt Disney Company (DIS) | 0.8 | $42M | 371k | 114.50 | |
| Franco-Nevada Corporation (FNV) | 0.7 | $40M | 177k | 222.91 | |
| Mondelez Intl Cl A (MDLZ) | 0.7 | $39M | 627k | 62.47 | |
| Aon Shs Cl A (AON) | 0.7 | $39M | 108k | 356.58 | |
| Pitney Bowes (PBI) | 0.7 | $38M | 3.4M | 11.41 | |
| Prologis (PLD) | 0.7 | $36M | 318k | 114.52 | |
| Toll Brothers (TOL) | 0.7 | $36M | 263k | 138.14 | |
| Home Depot (HD) | 0.7 | $36M | 89k | 405.19 | |
| Bank of New York Mellon Corporation (BK) | 0.7 | $35M | 322k | 108.96 | |
| Johnson & Johnson (JNJ) | 0.6 | $34M | 182k | 185.42 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $33M | 44.00 | 754200.00 | |
| Lowe's Companies (LOW) | 0.6 | $32M | 128k | 251.31 | |
| Xylem (XYL) | 0.6 | $32M | 218k | 147.50 | |
| Chevron Corporation (CVX) | 0.6 | $31M | 202k | 155.29 | |
| EQT Corporation (EQT) | 0.6 | $29M | 539k | 54.43 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $29M | 59k | 499.21 | |
| Merck & Co (MRK) | 0.5 | $29M | 345k | 83.93 | |
| Lennar Corp Cl A (LEN) | 0.5 | $28M | 225k | 126.04 | |
| Servicenow (NOW) | 0.5 | $27M | 30k | 920.28 | |
| Comcast Corp Cl A (CMCSA) | 0.5 | $27M | 862k | 31.42 | |
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.5 | $27M | 15k | 1789.16 | |
| FedEx Corporation (FDX) | 0.5 | $27M | 114k | 235.81 | |
| Union Pacific Corporation (UNP) | 0.5 | $26M | 109k | 236.37 | |
| Colgate-Palmolive Company (CL) | 0.5 | $25M | 318k | 79.94 | |
| Nvent Electric SHS (NVT) | 0.5 | $25M | 254k | 98.64 | |
| Intel Corporation (INTC) | 0.5 | $25M | 746k | 33.55 | |
| Automatic Data Processing (ADP) | 0.5 | $25M | 85k | 293.50 | |
| Fiserv (FI) | 0.5 | $25M | 192k | 128.93 | |
| Air Products & Chemicals (APD) | 0.4 | $24M | 87k | 272.72 | |
| Amcor Ord | 0.4 | $23M | 2.8M | 8.18 | |
| Constellium Se Cl A Shs (CSTM) | 0.4 | $23M | 1.6M | 14.88 | |
| Honeywell International (HON) | 0.4 | $23M | 110k | 210.50 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.4 | $23M | 668k | 34.42 | |
| Illumina (ILMN) | 0.4 | $23M | 239k | 94.97 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.4 | $22M | 108k | 206.91 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $22M | 133k | 167.33 | |
| Illinois Tool Works (ITW) | 0.4 | $22M | 84k | 260.76 | |
| SYSCO Corporation (SYY) | 0.4 | $22M | 264k | 82.34 | |
| Crown Holdings (CCK) | 0.4 | $21M | 216k | 96.59 | |
| Coca-Cola Company (KO) | 0.4 | $20M | 305k | 66.32 | |
| Take-Two Interactive Software (TTWO) | 0.4 | $20M | 78k | 258.36 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $20M | 175k | 112.75 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.4 | $19M | 301k | 64.14 | |
| Fidelity National Financial Com Shs (FNF) | 0.4 | $19M | 318k | 60.49 | |
| Hca Holdings (HCA) | 0.4 | $19M | 44k | 426.20 | |
| Pepsi (PEP) | 0.4 | $19M | 133k | 140.44 | |
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.3 | $18M | 615k | 29.62 | |
| Urban Outfitters (URBN) | 0.3 | $18M | 251k | 71.43 | |
| Sprott Asset Management Physical Gold An (CEF) | 0.3 | $18M | 483k | 36.69 | |
| Regeneron Pharmaceuticals (REGN) | 0.3 | $17M | 30k | 562.27 | |
| Sharkninja Com Shs (SN) | 0.3 | $15M | 145k | 103.15 | |
| Air Lease Corp Cl A (AL) | 0.3 | $13M | 211k | 63.65 | |
| Tanger Factory Outlet Centers (SKT) | 0.2 | $13M | 381k | 33.84 | |
| Sandstorm Gold Com New (SAND) | 0.2 | $13M | 1.0M | 12.52 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $13M | 21k | 612.36 | |
| Ge Aerospace Com New (GE) | 0.2 | $12M | 41k | 300.82 | |
| Newmont Mining Corporation (NEM) | 0.2 | $12M | 141k | 84.31 | |
| AFLAC Incorporated (AFL) | 0.2 | $12M | 106k | 111.70 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $12M | 17k | 666.17 | |
| Bristol Myers Squibb (BMY) | 0.2 | $11M | 253k | 45.10 | |
| Procter & Gamble Company (PG) | 0.2 | $11M | 72k | 153.65 | |
| Aptiv Com Shs (APTV) | 0.2 | $11M | 126k | 86.22 | |
| Taylor Morrison Hom (TMHC) | 0.2 | $10M | 158k | 66.01 | |
| Axsome Therapeutics (AXSM) | 0.2 | $10M | 84k | 121.45 | |
| General Motors Company (GM) | 0.2 | $10M | 164k | 60.97 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $9.9M | 27k | 365.48 | |
| Or Royalties Com Shs (OR) | 0.2 | $9.8M | 244k | 40.08 | |
| Canadian Pacific Kansas City (CP) | 0.2 | $9.4M | 126k | 74.49 | |
| International Business Machines (IBM) | 0.2 | $9.3M | 33k | 282.16 | |
| Caterpillar (CAT) | 0.2 | $9.0M | 19k | 477.15 | |
| New York Times Cl A (NYT) | 0.2 | $8.6M | 149k | 57.40 | |
| Martin Marietta Materials (MLM) | 0.2 | $8.4M | 13k | 630.28 | |
| Ball Corporation (BALL) | 0.2 | $8.3M | 165k | 50.42 | |
| D.R. Horton (DHI) | 0.2 | $8.3M | 49k | 169.47 | |
| Sprott Com New (SII) | 0.2 | $8.3M | 100k | 83.19 | |
| Visa Com Cl A (V) | 0.2 | $8.3M | 24k | 341.38 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $8.0M | 14k | 568.81 | |
| Dover Corporation (DOV) | 0.1 | $7.7M | 46k | 166.83 | |
| Cisco Systems (CSCO) | 0.1 | $7.5M | 109k | 68.42 | |
| PAR Technology Corporation (PAR) | 0.1 | $7.4M | 186k | 39.58 | |
| GBank Financial Holdings (GBFH) | 0.1 | $7.3M | 186k | 39.27 | |
| Corning Incorporated (GLW) | 0.1 | $7.3M | 89k | 82.03 | |
| Ftai Aviation SHS (FTAI) | 0.1 | $7.1M | 43k | 166.86 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $7.0M | 20k | 352.76 | |
| Pfizer (PFE) | 0.1 | $7.0M | 274k | 25.48 | |
| Deere & Company (DE) | 0.1 | $7.0M | 15k | 457.26 | |
| Wheaton Precious Metals Corp (WPM) | 0.1 | $6.7M | 60k | 111.84 | |
| Coursera (COUR) | 0.1 | $6.6M | 562k | 11.71 | |
| Knowles (KN) | 0.1 | $6.5M | 280k | 23.31 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $6.4M | 194k | 32.89 | |
| Hasbro (HAS) | 0.1 | $6.2M | 82k | 75.85 | |
| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $6.2M | 393k | 15.70 | |
| Tc Energy Corp (TRP) | 0.1 | $6.0M | 110k | 54.41 | |
| Pan American Silver Corp Can (PAAS) | 0.1 | $5.8M | 151k | 38.73 | |
| IDEXX Laboratories (IDXX) | 0.1 | $5.8M | 9.1k | 638.89 | |
| Technipfmc (FTI) | 0.1 | $5.8M | 146k | 39.45 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $5.7M | 64k | 88.76 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $5.7M | 17k | 328.17 | |
| Emerson Electric (EMR) | 0.1 | $5.7M | 43k | 131.18 | |
| Fortive (FTV) | 0.1 | $5.6M | 115k | 48.99 | |
| Goldman Sachs (GS) | 0.1 | $5.6M | 7.0k | 796.37 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.1 | $5.5M | 91k | 60.22 | |
| Alpha Metallurgical Resources (AMR) | 0.1 | $5.5M | 33k | 164.09 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $5.4M | 31k | 170.85 | |
| Teledyne Technologies Incorporated (TDY) | 0.1 | $5.2M | 8.9k | 586.04 | |
| Seacoast Bkg Corp Fla Com New (SBCF) | 0.1 | $5.2M | 171k | 30.43 | |
| Dbx Etf Tr Daly Hom B&s Bul (NAIL) | 0.1 | $5.0M | 68k | 73.49 | |
| Philip Morris International (PM) | 0.1 | $5.0M | 31k | 162.20 | |
| Anthem (ELV) | 0.1 | $4.9M | 15k | 323.11 | |
| Wal-Mart Stores (WMT) | 0.1 | $4.8M | 46k | 103.06 | |
| L3harris Technologies (LHX) | 0.1 | $4.7M | 16k | 305.41 | |
| Apollo Global Mgmt (APO) | 0.1 | $4.7M | 35k | 133.27 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $4.6M | 24k | 189.70 | |
| Capital One Financial (COF) | 0.1 | $4.5M | 21k | 212.58 | |
| Cheesecake Factory Incorporated (CAKE) | 0.1 | $4.4M | 81k | 54.64 | |
| Reddit Cl A (RDDT) | 0.1 | $4.4M | 19k | 229.99 | |
| Kinross Gold Corp (KGC) | 0.1 | $4.3M | 174k | 24.85 | |
| Granite Construction (GVA) | 0.1 | $4.3M | 39k | 109.65 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $4.3M | 34k | 124.34 | |
| Becton, Dickinson and (BDX) | 0.1 | $4.2M | 22k | 187.17 | |
| Ecolab (ECL) | 0.1 | $4.1M | 15k | 273.86 | |
| Markel Corporation (MKL) | 0.1 | $3.9M | 2.1k | 1911.36 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.8M | 11k | 355.47 | |
| Citigroup Com New (C) | 0.1 | $3.8M | 37k | 101.50 | |
| Iqvia Holdings (IQV) | 0.1 | $3.6M | 19k | 189.94 | |
| DaVita (DVA) | 0.1 | $3.4M | 26k | 132.87 | |
| S&p Global (SPGI) | 0.1 | $3.4M | 6.9k | 486.71 | |
| Enterprise Products Partners (EPD) | 0.1 | $3.2M | 103k | 31.27 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $3.2M | 35k | 90.41 | |
| Rbc Cad (RY) | 0.1 | $3.1M | 21k | 147.32 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.1M | 6.7k | 468.41 | |
| Amgen (AMGN) | 0.1 | $3.0M | 11k | 282.20 | |
| Eli Lilly & Co. (LLY) | 0.1 | $2.9M | 3.8k | 763.00 | |
| Northern Trust Corporation (NTRS) | 0.1 | $2.7M | 20k | 134.60 | |
| Wiley John & Sons Cl A (WLY) | 0.1 | $2.7M | 67k | 40.47 | |
| Kinder Morgan (KMI) | 0.1 | $2.7M | 96k | 28.31 | |
| 3M Company (MMM) | 0.1 | $2.7M | 17k | 155.18 | |
| Intuit (INTU) | 0.0 | $2.6M | 3.9k | 682.91 | |
| Pinterest Cl A (PINS) | 0.0 | $2.6M | 81k | 32.17 | |
| American Express Company (AXP) | 0.0 | $2.6M | 7.9k | 332.15 | |
| Cummins (CMI) | 0.0 | $2.5M | 6.0k | 422.37 | |
| Roper Industries (ROP) | 0.0 | $2.4M | 4.9k | 498.69 | |
| UnitedHealth (UNH) | 0.0 | $2.4M | 6.8k | 345.30 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $2.4M | 137k | 17.16 | |
| Axis Cap Hldgs SHS (AXS) | 0.0 | $2.3M | 25k | 95.80 | |
| Sherwin-Williams Company (SHW) | 0.0 | $2.3M | 6.7k | 346.26 | |
| Riley Exploration Permian In (REPX) | 0.0 | $2.2M | 82k | 27.11 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $2.2M | 2.4k | 933.64 | |
| Houlihan Lokey Cl A (HLI) | 0.0 | $2.2M | 11k | 205.32 | |
| Shell Spon Ads (SHEL) | 0.0 | $2.1M | 30k | 71.53 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $2.1M | 3.5k | 600.29 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $2.0M | 36k | 56.94 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $2.0M | 2.7k | 746.67 | |
| CarMax (KMX) | 0.0 | $2.0M | 44k | 44.87 | |
| Waters Corporation (WAT) | 0.0 | $1.9M | 6.4k | 299.81 | |
| McDonald's Corporation (MCD) | 0.0 | $1.9M | 6.3k | 303.89 | |
| Church & Dwight (CHD) | 0.0 | $1.9M | 22k | 87.63 | |
| Trimble Navigation (TRMB) | 0.0 | $1.9M | 23k | 81.65 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $1.8M | 4.1k | 447.23 | |
| Stryker Corporation (SYK) | 0.0 | $1.7M | 4.7k | 369.67 | |
| Williams Companies (WMB) | 0.0 | $1.7M | 26k | 63.35 | |
| Canadian Natural Resources (CNQ) | 0.0 | $1.7M | 52k | 31.96 | |
| Phillips 66 (PSX) | 0.0 | $1.6M | 12k | 136.02 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.6M | 18k | 89.34 | |
| Nextera Energy (NEE) | 0.0 | $1.6M | 21k | 75.49 | |
| Enbridge (ENB) | 0.0 | $1.6M | 31k | 50.46 | |
| General Dynamics Corporation (GD) | 0.0 | $1.6M | 4.6k | 341.00 | |
| Nike CL B (NKE) | 0.0 | $1.5M | 22k | 69.73 | |
| Ralliant Corp (RAL) | 0.0 | $1.5M | 34k | 43.73 | |
| Regions Financial Corporation (RF) | 0.0 | $1.5M | 57k | 26.37 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $1.5M | 30k | 49.95 | |
| Waste Management (WM) | 0.0 | $1.5M | 6.7k | 220.83 | |
| Arista Networks Com Shs (ANET) | 0.0 | $1.5M | 10k | 145.71 | |
| Alphatec Hldgs Com New (ATEC) | 0.0 | $1.5M | 100k | 14.54 | |
| Rithm Capital Corp Com New (RITM) | 0.0 | $1.4M | 127k | 11.39 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $1.4M | 9.9k | 144.37 | |
| Global Payments (GPN) | 0.0 | $1.4M | 17k | 83.08 | |
| Broadridge Financial Solutions (BR) | 0.0 | $1.4M | 5.9k | 238.17 | |
| Baxter International (BAX) | 0.0 | $1.4M | 61k | 22.77 | |
| ConocoPhillips (COP) | 0.0 | $1.4M | 14k | 94.59 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.4M | 23k | 59.92 | |
| Suncor Energy (SU) | 0.0 | $1.3M | 32k | 41.81 | |
| Liberty Global Com Cl A (LBTYA) | 0.0 | $1.3M | 114k | 11.46 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.3M | 5.3k | 241.96 | |
| Pure Cycle Corp Com New (PCYO) | 0.0 | $1.3M | 114k | 11.07 | |
| Option Care Health Com New (OPCH) | 0.0 | $1.2M | 45k | 27.76 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $1.2M | 1.9k | 669.30 | |
| Armstrong World Industries (AWI) | 0.0 | $1.2M | 6.3k | 196.01 | |
| Crown Castle Intl (CCI) | 0.0 | $1.1M | 12k | 96.49 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $1.1M | 1.5k | 758.15 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.1M | 20k | 56.75 | |
| Annaly Capital Management In Com New (NLY) | 0.0 | $1.1M | 56k | 20.21 | |
| Us Bancorp Del Com New (USB) | 0.0 | $1.1M | 22k | 48.33 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $1.1M | 110k | 9.79 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.1M | 8.9k | 118.83 | |
| Loandepot Com Cl A (LDI) | 0.0 | $1.0M | 341k | 3.07 | |
| Union Bankshares (UNB) | 0.0 | $1.0M | 42k | 24.76 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $1.0M | 11k | 91.75 | |
| Sigma Lithium Corporation (SGML) | 0.0 | $1.0M | 157k | 6.41 | |
| Graftech Intl Com New (EAF) | 0.0 | $990k | 77k | 12.82 | |
| Brown & Brown (BRO) | 0.0 | $989k | 11k | 93.79 | |
| Nextnav Common Stock (NN) | 0.0 | $979k | 69k | 14.30 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $949k | 4.2k | 227.73 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $947k | 8.9k | 106.61 | |
| Landbridge Company Cl A (LB) | 0.0 | $922k | 17k | 53.35 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $904k | 9.1k | 99.03 | |
| Domino's Pizza (DPZ) | 0.0 | $887k | 2.1k | 431.71 | |
| Bank of America Corporation (BAC) | 0.0 | $872k | 17k | 51.59 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $837k | 1.4k | 609.32 | |
| Borr Drilling SHS (BORR) | 0.0 | $818k | 304k | 2.69 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $813k | 11k | 71.37 | |
| Amphenol Corp Cl A (APH) | 0.0 | $810k | 6.5k | 123.75 | |
| Wiley John & Sons CL B (WLYB) | 0.0 | $808k | 20k | 40.39 | |
| Txo Partners Com Unit (TXO) | 0.0 | $795k | 57k | 14.05 | |
| Enovix Corp (ENVX) | 0.0 | $782k | 78k | 9.97 | |
| Linde SHS (LIN) | 0.0 | $778k | 1.6k | 475.00 | |
| Peapack-Gladstone Financial (PGC) | 0.0 | $771k | 28k | 27.60 | |
| Micron Technology (MU) | 0.0 | $769k | 4.6k | 167.32 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $768k | 2.0k | 391.64 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $764k | 1.6k | 479.61 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $754k | 3.0k | 254.28 | |
| Cme (CME) | 0.0 | $753k | 2.8k | 270.22 | |
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $728k | 9.9k | 73.70 | |
| Grab Holdings Class A Ord (GRAB) | 0.0 | $722k | 120k | 6.02 | |
| Broadstone Net Lease (BNL) | 0.0 | $721k | 40k | 17.87 | |
| Biogen Idec (BIIB) | 0.0 | $712k | 5.1k | 140.08 | |
| Yum! Brands (YUM) | 0.0 | $698k | 4.6k | 152.00 | |
| Cigna Corp (CI) | 0.0 | $698k | 2.4k | 288.25 | |
| Altria (MO) | 0.0 | $675k | 10k | 66.06 | |
| Elbit Sys Ord (ESLT) | 0.0 | $671k | 1.3k | 509.80 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $663k | 12k | 55.49 | |
| Biolife Solutions Com New (BLFS) | 0.0 | $649k | 25k | 25.51 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $643k | 3.0k | 215.79 | |
| Consolidated Edison (ED) | 0.0 | $631k | 6.3k | 100.52 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $620k | 11k | 54.18 | |
| Cullen/Frost Bankers (CFR) | 0.0 | $614k | 4.8k | 126.77 | |
| Verizon Communications (VZ) | 0.0 | $607k | 14k | 43.95 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $593k | 2.0k | 293.74 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $589k | 6.6k | 89.77 | |
| Teleflex Incorporated (TFX) | 0.0 | $587k | 4.8k | 122.36 | |
| Ge Vernova (GEV) | 0.0 | $568k | 924.00 | 614.90 | |
| E M X Royalty Corpor small blend (EMX) | 0.0 | $567k | 110k | 5.15 | |
| Tesla Motors (TSLA) | 0.0 | $560k | 1.3k | 444.72 | |
| Super Micro Computer Com New (SMCI) | 0.0 | $558k | 12k | 47.94 | |
| Kenvue (KVUE) | 0.0 | $550k | 34k | 16.23 | |
| Orchid Is Cap Com New (ORC) | 0.0 | $526k | 75k | 7.01 | |
| Maui Land & Pineapple (MLP) | 0.0 | $522k | 28k | 18.64 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $508k | 4.8k | 106.49 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $505k | 2.7k | 186.49 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $505k | 6.3k | 80.17 | |
| Progressive Corporation (PGR) | 0.0 | $494k | 2.0k | 246.95 | |
| Range Resources (RRC) | 0.0 | $484k | 13k | 37.64 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $478k | 1.9k | 246.60 | |
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $463k | 3.8k | 121.76 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $463k | 3.6k | 128.24 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $460k | 4.8k | 95.47 | |
| Ishares Tr Expanded Tech (IGV) | 0.0 | $460k | 4.0k | 115.01 | |
| Cavco Industries (CVCO) | 0.0 | $459k | 791.00 | 580.73 | |
| T. Rowe Price (TROW) | 0.0 | $449k | 4.4k | 102.64 | |
| Globus Med Cl A (GMED) | 0.0 | $447k | 7.8k | 57.27 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $437k | 8.3k | 52.89 | |
| Aptar (ATR) | 0.0 | $431k | 3.2k | 133.66 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $429k | 2.4k | 182.42 | |
| Golar Lng SHS (GLNG) | 0.0 | $424k | 11k | 40.41 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $424k | 3.0k | 139.17 | |
| Blackrock (BLK) | 0.0 | $421k | 361.00 | 1165.87 | |
| Eaton Corp SHS (ETN) | 0.0 | $418k | 1.1k | 374.25 | |
| American Electric Power Company (AEP) | 0.0 | $413k | 3.7k | 112.50 | |
| Nextdecade Corp (NEXT) | 0.0 | $410k | 60k | 6.79 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $409k | 2.3k | 176.80 | |
| Sprott Asset Management Physical Platinu (SPPP) | 0.0 | $407k | 30k | 13.58 | |
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $404k | 18k | 22.53 | |
| Fmc Corp Com New (FMC) | 0.0 | $400k | 12k | 33.63 | |
| Sprott Fds Tr Active Gold & Si (GBUG) | 0.0 | $398k | 11k | 37.46 | |
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $395k | 4.0k | 98.62 | |
| Universal Health Rlty Income Sh Ben Int (UHT) | 0.0 | $391k | 10k | 39.17 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $391k | 3.2k | 123.75 | |
| At&t (T) | 0.0 | $390k | 14k | 28.24 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $390k | 655.00 | 596.03 | |
| Advanced Micro Devices (AMD) | 0.0 | $386k | 2.4k | 161.79 | |
| Gilead Sciences (GILD) | 0.0 | $384k | 3.5k | 111.00 | |
| Expeditors International of Washington (EXPD) | 0.0 | $382k | 3.1k | 122.59 | |
| Mettler-Toledo International (MTD) | 0.0 | $379k | 309.00 | 1227.61 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $373k | 2.6k | 140.97 | |
| PNC Financial Services (PNC) | 0.0 | $372k | 1.9k | 200.93 | |
| Valley National Ban (VLY) | 0.0 | $371k | 35k | 10.60 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $368k | 1.1k | 332.91 | |
| Paychex (PAYX) | 0.0 | $365k | 2.9k | 126.76 | |
| Coreweave Com Cl A (CRWV) | 0.0 | $364k | 2.7k | 136.85 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $362k | 1.3k | 279.29 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $356k | 1.7k | 209.34 | |
| Sprott Fds Tr Silver Miners (SLVR) | 0.0 | $355k | 8.0k | 44.33 | |
| Ishares Tr Europe Etf (IEV) | 0.0 | $347k | 5.3k | 65.48 | |
| Ferroglobe SHS (GSM) | 0.0 | $341k | 75k | 4.55 | |
| Schlumberger Com Stk (SLB) | 0.0 | $341k | 9.9k | 34.37 | |
| Royal Gold (RGLD) | 0.0 | $336k | 1.7k | 200.58 | |
| AES Corporation (AES) | 0.0 | $331k | 25k | 13.16 | |
| Solaredge Technologies (SEDG) | 0.0 | $320k | 8.6k | 37.00 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $320k | 5.6k | 57.10 | |
| Cintas Corporation (CTAS) | 0.0 | $319k | 1.6k | 205.26 | |
| Netflix (NFLX) | 0.0 | $317k | 264.00 | 1198.92 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $314k | 3.5k | 89.37 | |
| RadNet (RDNT) | 0.0 | $313k | 4.1k | 76.21 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $312k | 1.6k | 192.74 | |
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $307k | 1.4k | 213.73 | |
| Duos Technologies Group (DUOT) | 0.0 | $302k | 41k | 7.36 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $295k | 923.00 | 320.04 | |
| Mediaalpha Cl A (MAX) | 0.0 | $293k | 26k | 11.38 | |
| Tko Group Holdings Cl A (TKO) | 0.0 | $292k | 1.4k | 201.96 | |
| Comfort Systems USA (FIX) | 0.0 | $291k | 353.00 | 825.18 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $284k | 6.0k | 47.25 | |
| Hershey Company (HSY) | 0.0 | $284k | 1.5k | 187.05 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $282k | 6.7k | 42.37 | |
| Installed Bldg Prods (IBP) | 0.0 | $276k | 1.1k | 246.66 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $275k | 6.7k | 41.12 | |
| Stanley Black & Decker (SWK) | 0.0 | $273k | 3.7k | 74.33 | |
| Zimmer Holdings (ZBH) | 0.0 | $271k | 2.8k | 98.50 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $271k | 6.3k | 42.79 | |
| M&T Bank Corporation (MTB) | 0.0 | $270k | 1.4k | 197.62 | |
| Applied Materials (AMAT) | 0.0 | $269k | 1.3k | 204.74 | |
| Allstate Corporation (ALL) | 0.0 | $263k | 1.2k | 214.65 | |
| Valero Energy Corporation (VLO) | 0.0 | $262k | 1.5k | 170.26 | |
| Bwx Technologies (BWXT) | 0.0 | $259k | 1.4k | 184.37 | |
| Marriott Intl Cl A (MAR) | 0.0 | $256k | 982.00 | 260.44 | |
| Astrazeneca Sponsored Adr | 0.0 | $256k | 3.3k | 76.72 | |
| Six Flags Entertainment Corp (FUN) | 0.0 | $252k | 11k | 22.72 | |
| Curtiss-Wright (CW) | 0.0 | $252k | 464.00 | 542.94 | |
| Travelers Companies (TRV) | 0.0 | $250k | 896.00 | 279.22 | |
| Loews Corporation (L) | 0.0 | $246k | 2.4k | 100.39 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $244k | 1.9k | 128.35 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $242k | 860.00 | 281.86 | |
| Digital Realty Trust (DLR) | 0.0 | $241k | 1.4k | 172.88 | |
| Unilever Spon Adr New | 0.0 | $240k | 4.1k | 59.28 | |
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $238k | 3.6k | 66.32 | |
| Steris Shs Usd (STE) | 0.0 | $238k | 963.00 | 247.44 | |
| Grail (GRAL) | 0.0 | $237k | 4.0k | 59.13 | |
| American Intl Group Com New (AIG) | 0.0 | $233k | 3.0k | 78.54 | |
| Hologic (HOLX) | 0.0 | $233k | 3.5k | 67.49 | |
| Globe Life (GL) | 0.0 | $230k | 1.6k | 142.97 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $223k | 2.9k | 76.62 | |
| Hovnanian Enterprises Cl A New (HOV) | 0.0 | $218k | 1.7k | 128.49 | |
| Cheniere Energy Com New (LNG) | 0.0 | $218k | 927.00 | 234.98 | |
| Global X Fds Artificial Etf (AIQ) | 0.0 | $218k | 4.4k | 49.39 | |
| American Tower Reit (AMT) | 0.0 | $210k | 1.1k | 192.32 | |
| Universal Hlth Svcs CL B (UHS) | 0.0 | $204k | 1.0k | 204.44 | |
| Clorox Company (CLX) | 0.0 | $201k | 1.6k | 123.30 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $201k | 7.4k | 26.95 | |
| Bgc Group Cl A (BGC) | 0.0 | $193k | 20k | 9.46 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $183k | 11k | 17.06 | |
| Alector (ALEC) | 0.0 | $175k | 59k | 2.96 | |
| Marcus Corporation (MCS) | 0.0 | $157k | 10k | 15.51 | |
| Mfa Finl (MFA) | 0.0 | $154k | 17k | 9.19 | |
| Defi Technologies (DEFT) | 0.0 | $137k | 65k | 2.11 | |
| Roadzen Ord Shs (RDZN) | 0.0 | $130k | 150k | 0.86 | |
| I-80 Gold Corp (IAUX) | 0.0 | $124k | 130k | 0.96 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 0.0 | $111k | 28k | 3.99 | |
| Red Cat Hldgs (RCAT) | 0.0 | $104k | 10k | 10.35 | |
| New Gold Inc Cda (NGD) | 0.0 | $93k | 13k | 7.18 | |
| Izea Worldwide Com New (IZEA) | 0.0 | $93k | 25k | 3.72 | |
| Ventyx Biosciences (VTYX) | 0.0 | $90k | 29k | 3.11 | |
| Biodesix (BDSX) | 0.0 | $78k | 10k | 7.55 | |
| New Found Gold Corp (NFGC) | 0.0 | $71k | 30k | 2.37 | |
| Aspen Aerogels (ASPN) | 0.0 | $70k | 10k | 6.96 | |
| Cvd Equipment Corp equity (CVV) | 0.0 | $54k | 16k | 3.36 |