Capital Advisors

Capital Advisors as of June 30, 2025

Portfolio Holdings for Capital Advisors

Capital Advisors holds 325 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pepsi (PEP) 5.3 $292M 2.2M 132.04
Microsoft Corporation (MSFT) 4.7 $261M 525k 497.41
NVIDIA Corporation (NVDA) 3.5 $192M 1.2M 157.99
Amazon (AMZN) 2.9 $162M 737k 219.39
JPMorgan Chase & Co. (JPM) 2.8 $155M 536k 289.91
Apple (AAPL) 2.7 $148M 723k 205.17
Williams Companies (WMB) 2.6 $144M 2.3M 62.81
Ishares Tr Msci Acwi Etf (ACWI) 2.2 $120M 935k 128.60
Ishares Tr Ibonds Dec 29 (IBDU) 1.9 $104M 4.5M 23.33
Ishares Tr Ibonds 27 Etf (IBDS) 1.9 $102M 4.2M 24.27
Alphabet Cap Stk Cl C (GOOG) 1.8 $98M 553k 177.39
Southern Company (SO) 1.5 $85M 929k 91.83
Chevron Corporation (CVX) 1.5 $83M 581k 143.19
Exxon Mobil Corporation (XOM) 1.4 $80M 737k 107.80
Ishares Tr Ibds Dec28 Etf (IBDT) 1.4 $78M 3.1M 25.42
Accenture Plc Ireland Shs Class A (ACN) 1.3 $73M 244k 298.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $72M 149k 485.77
Morgan Stanley Com New (MS) 1.3 $71M 504k 140.86
Honeywell International (HON) 1.2 $69M 295k 232.88
Intuitive Surgical Com New (ISRG) 1.2 $67M 123k 543.41
International Business Machines (IBM) 1.2 $66M 224k 294.78
Abbvie (ABBV) 1.2 $64M 347k 185.62
Ge Vernova (GEV) 1.2 $64M 122k 529.15
Constellation Energy (CEG) 1.2 $64M 197k 322.76
Simon Property (SPG) 1.2 $63M 394k 160.76
Ishares Tr Ibonds Dec 2030 (IBDV) 1.1 $62M 2.8M 21.98
Stryker Corporation (SYK) 1.1 $61M 155k 395.63
Ishares Tr Ibonds Dec2026 (IBDR) 1.1 $61M 2.5M 24.25
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.1 $59M 1.0M 56.85
Spdr Series Trust Portfolio Intrmd (SPIB) 1.1 $59M 1.8M 33.58
Doordash Cl A (DASH) 1.1 $59M 240k 246.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $59M 95k 617.85
Cameco Corporation (CCJ) 1.0 $56M 759k 74.23
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.0 $56M 1.4M 40.11
Verizon Communications (VZ) 1.0 $55M 1.3M 43.27
EQT Corporation (EQT) 1.0 $55M 942k 58.32
Cisco Systems (CSCO) 1.0 $54M 775k 69.38
Procter & Gamble Company (PG) 1.0 $54M 336k 159.32
Palo Alto Networks (PANW) 1.0 $52M 256k 204.64
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.9 $52M 957k 54.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $52M 2.3M 22.10
Coca-Cola Company (KO) 0.9 $51M 717k 70.75
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.9 $50M 812k 61.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $50M 1.0M 49.46
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.9 $49M 1.1M 45.05
Broadcom (AVGO) 0.9 $49M 177k 275.65
Visa Com Cl A (V) 0.9 $48M 136k 355.05
Boeing Company (BA) 0.8 $47M 222k 209.53
Sea Sponsord Ads (SE) 0.8 $44M 274k 159.94
Freeport-mcmoran CL B (FCX) 0.8 $43M 998k 43.35
MercadoLibre (MELI) 0.8 $42M 16k 2613.57
Ecolab (ECL) 0.8 $41M 153k 269.44
Medtronic SHS (MDT) 0.7 $41M 473k 87.17
Enbridge (ENB) 0.7 $41M 900k 45.32
Thermo Fisher Scientific (TMO) 0.7 $41M 100k 405.46
Waste Management (WM) 0.7 $41M 178k 228.82
Paychex (PAYX) 0.7 $40M 278k 145.46
Corning Incorporated (GLW) 0.7 $40M 757k 52.59
Unilever Spon Adr New 0.7 $40M 650k 61.17
Texas Instruments Incorporated (TXN) 0.7 $40M 192k 207.62
Veralto Corp Com Shs (VLTO) 0.7 $36M 358k 100.95
Danaher Corporation (DHR) 0.6 $34M 174k 197.54
Blackstone Group Inc Com Cl A (BX) 0.6 $34M 228k 149.58
Ares Capital Corporation (ARCC) 0.6 $34M 1.5M 21.96
Pfizer (PFE) 0.6 $34M 1.4M 24.24
Uber Technologies (UBER) 0.6 $34M 359k 93.30
Prudential Financial (PRU) 0.6 $32M 299k 107.44
Home Depot (HD) 0.6 $32M 88k 366.64
Realty Income (O) 0.6 $31M 541k 57.61
General Mills (GIS) 0.5 $30M 573k 51.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $29M 507k 57.01
Schlumberger Com Stk (SLB) 0.5 $29M 848k 33.80
Spdr Series Trust Portfolio Short (SPSB) 0.5 $29M 943k 30.19
Southern Copper Corporation (SCCO) 0.5 $28M 277k 101.17
Lockheed Martin Corporation (LMT) 0.5 $27M 59k 463.14
Watsco, Incorporated (WSO) 0.5 $27M 61k 441.62
Eaton Corp SHS (ETN) 0.5 $26M 74k 356.99
Dow (DOW) 0.5 $26M 993k 26.48
Tesla Motors (TSLA) 0.5 $26M 81k 317.66
Airbnb Com Cl A (ABNB) 0.5 $26M 193k 132.34
Rio Tinto Sponsored Adr (RIO) 0.5 $25M 431k 58.33
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $24M 218k 109.29
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $19M 314k 58.78
Meta Platforms Cl A (META) 0.3 $18M 25k 738.10
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $18M 417k 42.74
Ionq Inc Pipe (IONQ) 0.3 $15M 356k 42.97
Emerson Electric (EMR) 0.2 $12M 87k 133.33
Netflix (NFLX) 0.2 $9.3M 7.0k 1339.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $8.1M 15k 551.65
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $7.9M 72k 110.10
Oneok (OKE) 0.1 $7.3M 89k 81.63
Wal-Mart Stores (WMT) 0.1 $6.3M 64k 97.78
Applied Materials (AMAT) 0.1 $5.8M 404k 14.46
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $5.8M 8.00 728800.00
Alphabet Cap Stk Cl A (GOOGL) 0.1 $5.3M 30k 176.23
Eli Lilly & Co. (LLY) 0.1 $5.3M 6.7k 779.56
Oracle Corporation (ORCL) 0.1 $5.1M 23k 218.63
Enterprise Products Partners (EPD) 0.1 $4.6M 147k 31.01
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $4.5M 72k 62.02
Abbott Laboratories (ABT) 0.1 $4.5M 33k 136.01
Vanguard Index Fds Small Cp Etf (VB) 0.1 $4.2M 18k 236.98
Vanguard World Inf Tech Etf (VGT) 0.1 $4.1M 6.2k 663.25
Costco Wholesale Corporation (COST) 0.1 $4.0M 4.1k 989.88
Johnson & Johnson (JNJ) 0.1 $3.9M 26k 152.75
Raytheon Technologies Corp (RTX) 0.1 $3.4M 23k 146.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $3.2M 129k 24.44
Ishares Gold Tr Ishares New (IAU) 0.1 $3.0M 47k 62.36
Lam Research Corp Com New (LRCX) 0.1 $2.9M 30k 97.34
Yum! Brands (YUM) 0.1 $2.9M 19k 148.18
ConocoPhillips (COP) 0.1 $2.8M 32k 89.74
Charles Schwab Corporation (SCHW) 0.0 $2.7M 30k 91.24
UnitedHealth (UNH) 0.0 $2.7M 8.7k 311.99
Aaon Com Par $0.004 (AAON) 0.0 $2.7M 37k 73.75
Select Sector Spdr Tr Technology (XLK) 0.0 $2.7M 11k 253.23
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $2.6M 99k 26.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $2.5M 4.4k 567.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $2.4M 8.0k 303.92
Super Micro Computer Com New (SMCI) 0.0 $2.3M 47k 49.01
Bank of America Corporation (BAC) 0.0 $2.2M 46k 47.32
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $2.0M 82k 23.83
Fifth Third Ban (FITB) 0.0 $1.9M 47k 41.13
McDonald's Corporation (MCD) 0.0 $1.9M 6.6k 292.18
Ishares Tr Core S&p500 Etf (IVV) 0.0 $1.9M 3.1k 620.83
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $1.9M 9.5k 204.67
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $1.8M 14k 133.31
Nxp Semiconductors N V (NXPI) 0.0 $1.7M 8.0k 218.49
Phillips 66 (PSX) 0.0 $1.7M 15k 119.30
Automatic Data Processing (ADP) 0.0 $1.6M 5.3k 308.41
Novo-nordisk A S Adr (NVO) 0.0 $1.6M 23k 69.02
Ge Aerospace Com New (GE) 0.0 $1.5M 5.9k 257.38
Walt Disney Company (DIS) 0.0 $1.3M 11k 124.01
Vanguard World Industrial Etf (VIS) 0.0 $1.3M 4.7k 280.07
Spdr Gold Tr Gold Shs (GLD) 0.0 $1.3M 4.3k 304.83
Philip Morris International (PM) 0.0 $1.3M 7.2k 182.12
Valero Energy Corporation (VLO) 0.0 $1.3M 9.5k 134.41
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $1.2M 9.2k 135.73
Caterpillar (CAT) 0.0 $1.2M 3.2k 388.18
International Paper Company (IP) 0.0 $1.2M 26k 46.83
General Dynamics Corporation (GD) 0.0 $1.2M 4.1k 291.65
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $1.2M 67k 18.13
3M Company (MMM) 0.0 $1.1M 7.5k 152.25
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $1.1M 42k 26.50
Qualcomm (QCOM) 0.0 $1.1M 7.0k 159.26
Altria (MO) 0.0 $1.1M 18k 58.63
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $1.1M 9.2k 115.35
American Electric Power Company (AEP) 0.0 $1.1M 10k 103.76
CVS Caremark Corporation (CVS) 0.0 $1.0M 15k 68.98
Crowdstrike Hldgs Cl A (CRWD) 0.0 $1.0M 2.0k 509.30
Advanced Micro Devices (AMD) 0.0 $966k 6.8k 141.90
Microstrategy Cl A New (MSTR) 0.0 $949k 2.3k 404.25
Vanguard World Consum Dis Etf (VCR) 0.0 $940k 2.6k 362.35
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $930k 2.2k 424.58
Select Sector Spdr Tr Energy (XLE) 0.0 $897k 11k 84.81
Marathon Petroleum Corp (MPC) 0.0 $886k 5.3k 166.10
Ishares Tr Msci Intl Moment (IMTM) 0.0 $878k 19k 45.69
Colgate-Palmolive Company (CL) 0.0 $863k 9.5k 90.90
Yum China Holdings (YUMC) 0.0 $833k 19k 44.71
Duke Energy Corp Com New (DUK) 0.0 $828k 7.0k 118.00
Devon Energy Corporation (DVN) 0.0 $827k 26k 31.81
Mastercard Incorporated Cl A (MA) 0.0 $818k 1.5k 562.03
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $811k 4.2k 195.42
Applovin Corp Com Cl A (APP) 0.0 $798k 2.3k 350.08
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $797k 27k 29.21
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $789k 24k 32.89
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $786k 3.5k 226.51
Servicenow (NOW) 0.0 $783k 761.00 1028.52
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $737k 10k 72.82
Motorola Solutions Com New (MSI) 0.0 $736k 1.8k 420.46
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $735k 1.7k 440.53
At&t (T) 0.0 $721k 25k 28.94
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $717k 5.3k 135.04
Metropcs Communications (TMUS) 0.0 $717k 3.0k 238.27
Blackrock (BLK) 0.0 $716k 682.00 1049.83
Vanguard Index Fds Value Etf (VTV) 0.0 $716k 4.1k 176.73
Vanguard Index Fds Growth Etf (VUG) 0.0 $686k 1.6k 438.30
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $676k 3.7k 182.82
American Express Company (AXP) 0.0 $675k 2.1k 319.02
Occidental Petroleum Corporation (OXY) 0.0 $669k 16k 42.01
Marathon Digital Holdings In (MARA) 0.0 $652k 42k 15.68
McKesson Corporation (MCK) 0.0 $648k 885.00 732.45
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $642k 18k 35.84
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.0 $632k 7.6k 82.66
BP Sponsored Adr (BP) 0.0 $625k 21k 29.93
Sempra Energy (SRE) 0.0 $623k 8.2k 75.77
Apollo Global Mgmt (APO) 0.0 $619k 4.4k 141.87
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $605k 20k 30.14
Amgen (AMGN) 0.0 $595k 2.1k 279.15
Bristol Myers Squibb (BMY) 0.0 $583k 13k 46.29
Marsh & McLennan Companies 0.0 $583k 2.7k 218.63
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $556k 3.1k 181.74
Sherwin-Williams Company (SHW) 0.0 $553k 1.6k 343.28
Loews Corporation (L) 0.0 $551k 6.0k 91.66
Wells Fargo & Company (WFC) 0.0 $536k 6.7k 80.12
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $534k 13k 42.28
Nextera Energy (NEE) 0.0 $533k 7.7k 69.42
Shell Spon Ads (SHEL) 0.0 $504k 7.2k 70.41
Merck & Co (MRK) 0.0 $499k 6.3k 79.16
Northrop Grumman Corporation (NOC) 0.0 $499k 999.00 499.74
The Trade Desk Com Cl A (TTD) 0.0 $498k 6.9k 71.99
Vanguard Index Fds Large Cap Etf (VV) 0.0 $492k 1.7k 285.37
Dillards Cl A (DDS) 0.0 $485k 1.2k 417.83
Wheaton Precious Metals Corp (WPM) 0.0 $477k 5.3k 89.80
International Bancshares Corporation (IBOC) 0.0 $465k 7.0k 66.56
Markel Corporation (MKL) 0.0 $458k 229.00 2000.50
Select Sector Spdr Tr Financial (XLF) 0.0 $455k 8.7k 52.37
Ishares Silver Tr Ishares (SLV) 0.0 $454k 14k 32.81
Vanguard World Health Car Etf (VHT) 0.0 $453k 1.8k 248.39
CSX Corporation (CSX) 0.0 $447k 14k 32.63
Lowe's Companies (LOW) 0.0 $442k 2.0k 221.90
Public Storage (PSA) 0.0 $430k 1.5k 293.42
Fortive (FTV) 0.0 $429k 8.2k 52.13
Dupont De Nemours (DD) 0.0 $424k 6.2k 68.59
Comcast Corp Cl A (CMCSA) 0.0 $423k 12k 35.69
Edwards Lifesciences (EW) 0.0 $423k 5.4k 78.21
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $417k 3.0k 138.68
United Parcel Service CL B (UPS) 0.0 $412k 4.1k 100.93
Hca Holdings (HCA) 0.0 $404k 1.1k 383.13
Chipotle Mexican Grill (CMG) 0.0 $398k 7.1k 56.15
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $396k 4.9k 80.97
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $396k 9.7k 40.78
First Financial Bankshares (FFIN) 0.0 $395k 11k 35.98
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $389k 7.3k 53.59
BancFirst Corporation (BANF) 0.0 $389k 3.1k 123.62
Rockwell Automation (ROK) 0.0 $388k 1.2k 332.17
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $387k 683.00 566.48
Whirlpool Corporation (WHR) 0.0 $385k 3.8k 101.42
Ishares Tr Core Msci Eafe (IEFA) 0.0 $382k 4.6k 83.48
Union Pacific Corporation (UNP) 0.0 $379k 1.6k 230.14
Wec Energy Group (WEC) 0.0 $378k 3.6k 104.20
Kinder Morgan (KMI) 0.0 $362k 12k 29.40
Allstate Corporation (ALL) 0.0 $355k 1.8k 201.33
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $352k 14k 24.54
Citigroup Com New (C) 0.0 $351k 4.1k 85.12
Prosperity Bancshares (PB) 0.0 $351k 5.0k 70.24
Ishares Tr Select Divid Etf (DVY) 0.0 $350k 2.6k 132.82
Veritex Hldgs (VBTX) 0.0 $347k 13k 26.10
Southwest Airlines (LUV) 0.0 $346k 11k 32.44
Royal Caribbean Cruises (RCL) 0.0 $345k 1.1k 313.21
Ishares Tr Rus 1000 Etf (IWB) 0.0 $343k 1.0k 339.48
Baker Hughes Company Cl A (BKR) 0.0 $342k 8.9k 38.34
Norfolk Southern (NSC) 0.0 $341k 1.3k 255.99
Crispr Therapeutics Namen Akt (CRSP) 0.0 $340k 7.0k 48.64
Intuit (INTU) 0.0 $333k 422.00 788.23
On Hldg Namen Akt A (ONON) 0.0 $332k 6.4k 52.05
Arcbest (ARCB) 0.0 $326k 4.2k 77.02
Oge Energy Corp (OGE) 0.0 $325k 7.3k 44.38
Arthur J. Gallagher & Co. (AJG) 0.0 $323k 1.0k 320.23
Goldman Sachs (GS) 0.0 $320k 452.00 707.69
Sofi Technologies (SOFI) 0.0 $317k 17k 18.21
Coinbase Global Com Cl A (COIN) 0.0 $317k 904.00 350.38
Ishares Core Msci Emkt (IEMG) 0.0 $314k 5.2k 60.03
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $311k 4.0k 78.69
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $311k 6.4k 48.86
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $310k 1.6k 197.22
Ast Spacemobile Com Cl A (ASTS) 0.0 $308k 6.6k 46.73
Leggett & Platt (LEG) 0.0 $308k 35k 8.92
Capital One Financial (COF) 0.0 $305k 1.4k 212.81
Arch Cap Group Ord (ACGL) 0.0 $304k 3.3k 91.05
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.0 $303k 2.5k 122.87
Starbucks Corporation (SBUX) 0.0 $302k 3.3k 91.63
Check Point Software Tech Lt Ord (CHKP) 0.0 $301k 1.4k 221.25
First Solar (FSLR) 0.0 $297k 1.8k 165.50
Jack Henry & Associates (JKHY) 0.0 $288k 1.6k 180.17
Target Corporation (TGT) 0.0 $287k 2.9k 98.64
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $277k 2.1k 134.39
O'reilly Automotive (ORLY) 0.0 $275k 3.1k 90.14
Commerce Bancshares (CBSH) 0.0 $275k 4.4k 62.17
AFLAC Incorporated (AFL) 0.0 $274k 2.6k 105.44
Asml Holding N V N Y Registry Shs (ASML) 0.0 $273k 340.00 801.39
Ishares Tr Russell 2000 Etf (IWM) 0.0 $270k 1.3k 215.87
Arista Networks Com Shs (ANET) 0.0 $269k 2.6k 102.31
Adobe Systems Incorporated (ADBE) 0.0 $266k 686.00 387.09
Antero Midstream Corp antero midstream (AM) 0.0 $265k 14k 18.95
Corteva (CTVA) 0.0 $264k 3.5k 74.53
Msci (MSCI) 0.0 $263k 456.00 577.33
IDEXX Laboratories (IDXX) 0.0 $263k 490.00 536.41
Humana (HUM) 0.0 $258k 1.1k 244.44
Cardinal Health (CAH) 0.0 $257k 1.5k 167.97
Gaming & Leisure Pptys (GLPI) 0.0 $253k 5.4k 46.68
Gilead Sciences (GILD) 0.0 $250k 2.3k 110.88
Howmet Aerospace (HWM) 0.0 $248k 1.3k 186.17
Okta Cl A (OKTA) 0.0 $246k 2.5k 99.97
Spdr Series Trust Nuveen Ice Short (SHM) 0.0 $244k 5.1k 47.83
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $243k 7.8k 31.02
Baidu Spon Adr Rep A (BIDU) 0.0 $242k 20k 12.11
Ishares Tr National Mun Etf (MUB) 0.0 $242k 2.3k 104.48
Cabot Oil & Gas Corporation (CTRA) 0.0 $240k 9.5k 25.38
Bok Finl Corp Com New (BOKF) 0.0 $240k 2.5k 97.63
Spotify Technology S A SHS (SPOT) 0.0 $238k 310.00 766.57
Diamondback Energy (FANG) 0.0 $237k 1.7k 137.40
Agnc Invt Corp Com reit (AGNC) 0.0 $236k 26k 9.19
Novartis Sponsored Adr (NVS) 0.0 $235k 1.9k 121.01
MPLX Com Unit Rep Ltd (MPLX) 0.0 $229k 4.4k 51.51
Select Sector Spdr Tr Indl (XLI) 0.0 $229k 1.6k 147.53
Synopsys (SNPS) 0.0 $228k 445.00 512.39
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $227k 4.1k 55.41
Kimberly-Clark Corporation (KMB) 0.0 $221k 1.7k 128.93
salesforce (CRM) 0.0 $220k 807.00 272.81
Toyota Motor Corp Ads (TM) 0.0 $219k 1.3k 172.26
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $216k 3.7k 58.59
Parker-Hannifin Corporation (PH) 0.0 $214k 306.00 698.56
Ishares Tr Msci Eafe Etf (EFA) 0.0 $212k 2.4k 89.39
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $210k 8.3k 25.30
Hess (HES) 0.0 $208k 1.5k 138.54
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $208k 2.2k 93.99
Antero Res (AR) 0.0 $202k 5.0k 40.28
Netease Sponsored Ads (NTES) 0.0 $202k 1.5k 134.58
One Gas (OGS) 0.0 $201k 2.8k 71.86
Richtech Robotics CL B (RR) 0.0 $195k 100k 1.95
Bitwise Ethereum Etf SHS (ETHW) 0.0 $187k 10k 18.06
Helmerich & Payne (HP) 0.0 $167k 11k 15.16
Rithm Capital Corp Com New (RITM) 0.0 $114k 10k 11.29
Atai Life Sciences Nv SHS 0.0 $110k 50k 2.19
Defi Technologies (DEFT) 0.0 $88k 30k 2.93
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $88k 25k 3.52
Teladoc (TDOC) 0.0 $76k 20k 3.82
Genasys (GNSS) 0.0 $76k 44k 1.73
Soundhound Ai Class A Com (SOUN) 0.0 $65k 30k 2.18
Innoviz Technologies SHS (INVZ) 0.0 $65k 125k 0.52
Mind Medicine Mindmed Com New (MNMD) 0.0 $38k 50k 0.75
Palantir Technologies Cl A (PLTR) 0.0 $26k 24k 1.06
Ageagle Aerial Sys Com Shs (UAVS) 0.0 $21k 20k 1.03
Opko Health (OPK) 0.0 $10k 370k 0.03
Ishares Ethereum Tr SHS (ETHA) 0.0 $7.8k 18k 0.45
Eon Resources Com Cl A (EONR) 0.0 $3.5k 10k 0.35