Carolina Wealth Advisors as of March 31, 2025
Portfolio Holdings for Carolina Wealth Advisors
Carolina Wealth Advisors holds 284 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Long-term Bond Etf Etf (BLV) | 14.4 | $27M | 378k | 70.42 | |
| Schwab Us Tips Etf Etf (SCHP) | 11.5 | $21M | 795k | 26.89 | |
| Abbvie Stock (ABBV) | 4.3 | $8.0M | 38k | 209.52 | |
| Fastenal Stock (FAST) | 4.1 | $7.7M | 99k | 77.55 | |
| Dicks Sporting Goods Stock (DKS) | 4.0 | $7.4M | 37k | 201.56 | |
| Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB) | 3.6 | $6.7M | 134k | 50.23 | |
| Amdocs Stock (DOX) | 3.6 | $6.6M | 72k | 91.50 | |
| Mosaic Stock (MOS) | 3.5 | $6.4M | 237k | 27.01 | |
| Verizon Communications Stock (VZ) | 3.4 | $6.4M | 141k | 45.36 | |
| Invesco Bulletshares 2033 Corporate Bond Etf Etf (BSCX) | 3.3 | $6.1M | 290k | 20.89 | |
| Guess Stock | 3.1 | $5.8M | 527k | 11.07 | |
| City Hldg Stock (CHCO) | 2.9 | $5.3M | 45k | 117.47 | |
| Ford Mtr Stock (F) | 2.7 | $5.0M | 502k | 10.03 | |
| Schwab U.s. Large-cap Etf Etf (SCHX) | 2.5 | $4.6M | 210k | 22.08 | |
| Schwab U.s. Small-cap Etf Etf (SCHA) | 2.4 | $4.4M | 189k | 23.43 | |
| Infosys Adr (INFY) | 2.2 | $4.0M | 219k | 18.25 | |
| Schwab U.s. Mid-cap Etf Etf (SCHM) | 2.1 | $3.8M | 146k | 26.20 | |
| Bloomin Brands Stock (BLMN) | 2.1 | $3.8M | 532k | 7.17 | |
| Employers Hldgs Stock (EIG) | 2.0 | $3.7M | 72k | 50.64 | |
| Conagra Brands Stock (CAG) | 2.0 | $3.7M | 137k | 26.67 | |
| Schwab International Equity Etf Etf (SCHF) | 1.7 | $3.1M | 159k | 19.78 | |
| Broadcom Stock (AVGO) | 1.6 | $3.0M | 18k | 167.43 | |
| Shutterstock Stock (SSTK) | 0.8 | $1.5M | 78k | 18.63 | |
| Apple Stock (AAPL) | 0.6 | $1.1M | 4.9k | 222.13 | |
| Equitable Hldgs Stock (EQH) | 0.6 | $1.1M | 20k | 52.09 | |
| Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.6 | $1.0M | 38k | 27.57 | |
| Cardinal Health Stock (CAH) | 0.6 | $1.0M | 7.5k | 137.77 | |
| Cencora Stock (COR) | 0.6 | $1.0M | 3.7k | 278.09 | |
| Schwab International Small-cap Equity Etf Etf (SCHC) | 0.6 | $1.0M | 29k | 35.88 | |
| Godaddy Inc Cl A Stock (GDDY) | 0.5 | $974k | 5.4k | 180.14 | |
| Verisk Analytics Stock (VRSK) | 0.5 | $932k | 3.1k | 297.62 | |
| Mastercard Incorporated Cl A Stock (MA) | 0.5 | $914k | 1.7k | 548.12 | |
| Otis Worldwide Corp Stock (OTIS) | 0.5 | $913k | 8.8k | 103.20 | |
| Bellring Brands Stock (BRBR) | 0.5 | $895k | 12k | 74.46 | |
| Hilton Worldwide Hldgs Stock (HLT) | 0.5 | $859k | 3.8k | 227.55 | |
| Autodesk Stock (ADSK) | 0.4 | $828k | 3.2k | 261.80 | |
| Manhattan Associates Stock (MANH) | 0.4 | $821k | 4.7k | 173.04 | |
| Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) | 0.4 | $821k | 6.3k | 129.47 | |
| Motorola Solutions Stock (MSI) | 0.4 | $816k | 1.9k | 437.81 | |
| Autozone Stock (AZO) | 0.4 | $812k | 213.00 | 3812.78 | |
| Eli Lilly & Co Stock (LLY) | 0.4 | $774k | 937.00 | 825.91 | |
| Lennox Intl Stock (LII) | 0.4 | $771k | 1.4k | 560.83 | |
| Clorox Co Del Stock (CLX) | 0.4 | $756k | 5.1k | 147.25 | |
| Novo-nordisk A S Adr (NVO) | 0.4 | $697k | 10k | 69.44 | |
| Booking Holdings Stock (BKNG) | 0.3 | $636k | 138.00 | 4606.91 | |
| Nu Hldgs Ltd Ord Shs Cl A Stock (NU) | 0.3 | $579k | 57k | 10.24 | |
| Markel Group Stock (MKL) | 0.2 | $430k | 230.00 | 1869.61 | |
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.2 | $413k | 775.00 | 532.58 | |
| Loews Corp Stock (L) | 0.2 | $368k | 4.0k | 91.91 | |
| Twilio Inc Cl A Stock (TWLO) | 0.2 | $357k | 3.6k | 97.91 | |
| Openlane Stock (OPLN) | 0.2 | $329k | 17k | 19.28 | |
| Tesla Stock (TSLA) | 0.2 | $324k | 1.3k | 259.16 | |
| United Airls Hldgs Stock (UAL) | 0.2 | $317k | 4.6k | 69.05 | |
| Post Hldgs Stock (POST) | 0.2 | $317k | 2.7k | 116.36 | |
| Celestica Stock (CLS) | 0.2 | $301k | 3.8k | 78.81 | |
| Greenbrier Cos Stock (GBX) | 0.2 | $287k | 5.6k | 51.22 | |
| Renaissancere Hldgs Stock (RNR) | 0.1 | $271k | 1.1k | 240.00 | |
| Liveramp Hldgs Stock (RAMP) | 0.1 | $271k | 10k | 26.14 | |
| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.1 | $265k | 12k | 21.53 | |
| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $264k | 513.00 | 513.91 | |
| Owens Corning Stock (OC) | 0.1 | $256k | 1.8k | 142.82 | |
| Enersys Stock (ENS) | 0.1 | $245k | 2.7k | 91.58 | |
| Fresh Del Monte Produce Inc Ord Stock (FDP) | 0.1 | $241k | 7.8k | 30.83 | |
| Molson Coors Beverage Co Cl B Stock (TAP) | 0.1 | $239k | 3.9k | 60.87 | |
| Copa Holdings Sa Cl A Stock (CPA) | 0.1 | $239k | 2.6k | 92.46 | |
| Oshkosh Corp Stock (OSK) | 0.1 | $230k | 2.4k | 94.08 | |
| Pulte Group Stock (PHM) | 0.1 | $227k | 2.2k | 102.80 | |
| Delta Air Lines Inc Del Stock (DAL) | 0.1 | $226k | 5.2k | 43.60 | |
| Aon Plc Shs Cl A Stock (AON) | 0.1 | $222k | 557.00 | 399.09 | |
| Walmart Stock (WMT) | 0.1 | $196k | 2.2k | 87.79 | |
| Amazon Stock (AMZN) | 0.1 | $190k | 996.00 | 190.26 | |
| Forestar Group Stock (FOR) | 0.1 | $175k | 8.3k | 21.14 | |
| Caleres Stock (CAL) | 0.1 | $166k | 9.6k | 17.23 | |
| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $147k | 1.5k | 97.95 | |
| Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) | 0.1 | $133k | 3.5k | 38.41 | |
| Costco Whsl Corp Stock (COST) | 0.1 | $110k | 116.00 | 945.78 | |
| Procter And Gamble Stock (PG) | 0.0 | $87k | 512.00 | 170.42 | |
| Merck & Co Stock (MRK) | 0.0 | $82k | 914.00 | 89.76 | |
| Public Svc Enterprise Grp Stock (PEG) | 0.0 | $74k | 900.00 | 82.30 | |
| Pepsico Stock (PEP) | 0.0 | $73k | 487.00 | 149.94 | |
| Nvidia Corporation Stock (NVDA) | 0.0 | $72k | 668.00 | 108.38 | |
| 3M Stock (MMM) | 0.0 | $71k | 484.00 | 146.86 | |
| Us Foods Hldg Corp Stock (USFD) | 0.0 | $66k | 1.0k | 65.46 | |
| Vanguard Mid-cap Value Etf Etf (VOE) | 0.0 | $63k | 390.00 | 160.54 | |
| Microsoft Corp Stock (MSFT) | 0.0 | $61k | 162.00 | 375.39 | |
| Flexshares Stoxx Global Esg Select Index Fund Etf (ESGG) | 0.0 | $56k | 332.00 | 169.77 | |
| Xtrackers S&p 500 Scored & Screened Etf Etf (SNPE) | 0.0 | $55k | 1.1k | 50.43 | |
| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $52k | 95.00 | 542.38 | |
| Lowes Cos Stock (LOW) | 0.0 | $49k | 209.00 | 233.23 | |
| Trump Media & Technology Group Wt Exp 032529 Stock (DJTWW) | 0.0 | $48k | 3.8k | 12.43 | |
| Target Corp Stock (TGT) | 0.0 | $45k | 435.00 | 104.36 | |
| Schwab Charles Corp Stock (SCHW) | 0.0 | $44k | 565.00 | 78.28 | |
| Disney Walt Stock (DIS) | 0.0 | $41k | 411.00 | 98.74 | |
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $39k | 247.00 | 156.23 | |
| Jpmorgan Chase & Co Stock (JPM) | 0.0 | $37k | 149.00 | 245.30 | |
| Nucor Corp Stock (NUE) | 0.0 | $35k | 289.00 | 120.34 | |
| Meta Platforms Inc Cl A Stock (META) | 0.0 | $35k | 60.00 | 576.37 | |
| Evergy Stock (EVRG) | 0.0 | $33k | 478.00 | 68.95 | |
| Packaging Corp Amer Stock (PKG) | 0.0 | $33k | 165.00 | 198.02 | |
| Humankind Us Stock Etf Etf (HKND) | 0.0 | $32k | 1.0k | 31.80 | |
| Coca Cola Stock (KO) | 0.0 | $32k | 451.00 | 71.62 | |
| Radian Group Stock (RDN) | 0.0 | $29k | 881.00 | 33.07 | |
| Invesco S&p Global Water Index Etf Etf (CGW) | 0.0 | $28k | 508.00 | 55.69 | |
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.0 | $28k | 180.00 | 154.64 | |
| British Amern Tob Adr (BTI) | 0.0 | $27k | 649.00 | 41.37 | |
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $27k | 115.00 | 231.51 | |
| Prudential Finl Stock (PRU) | 0.0 | $26k | 235.00 | 111.68 | |
| Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) | 0.0 | $25k | 241.00 | 104.58 | |
| Visa Inc Com Cl A Stock (V) | 0.0 | $25k | 71.00 | 350.46 | |
| Progressive Corp Stock (PGR) | 0.0 | $24k | 86.00 | 283.01 | |
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $24k | 76.00 | 312.04 | |
| Starbucks Corp Stock (SBUX) | 0.0 | $23k | 230.00 | 98.09 | |
| Ishares Global Clean Energy Etf Etf (ICLN) | 0.0 | $23k | 2.0k | 11.42 | |
| Msc Indl Direct Inc Cl A Stock (MSM) | 0.0 | $22k | 280.00 | 77.67 | |
| Altria Group Stock (MO) | 0.0 | $21k | 347.00 | 60.02 | |
| Netflix Stock (NFLX) | 0.0 | $19k | 20.00 | 932.55 | |
| Oracle Corp Stock (ORCL) | 0.0 | $18k | 127.00 | 139.81 | |
| Boeing Stock (BA) | 0.0 | $17k | 102.00 | 170.55 | |
| Rtx Corporation Stock (RTX) | 0.0 | $17k | 131.00 | 132.46 | |
| General Dynamics Corp Stock (GD) | 0.0 | $17k | 63.00 | 272.59 | |
| Gilead Sciences Stock (GILD) | 0.0 | $16k | 140.00 | 112.05 | |
| Kkr & Co Stock (KKR) | 0.0 | $16k | 134.00 | 115.61 | |
| Grayscale Bitcoin Trust Etf Etf (GBTC) | 0.0 | $15k | 235.00 | 65.17 | |
| Oreilly Automotive Stock (ORLY) | 0.0 | $13k | 9.00 | 1432.56 | |
| Heico Corp New Cl A Stock (HEI.A) | 0.0 | $13k | 61.00 | 210.97 | |
| Mcdonalds Corp Stock (MCD) | 0.0 | $13k | 41.00 | 312.37 | |
| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.0 | $12k | 237.00 | 52.41 | |
| Hologic Stock (HOLX) | 0.0 | $12k | 200.00 | 61.77 | |
| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.0 | $12k | 464.00 | 26.58 | |
| Wisdomtree Cloud Computing Fund Etf (WCLD) | 0.0 | $12k | 372.00 | 32.45 | |
| American Express Stock (AXP) | 0.0 | $12k | 44.00 | 269.05 | |
| Trueshares Technology, Ai & Deep Learning Etf Etf | 0.0 | $12k | 339.00 | 34.39 | |
| Advanced Micro Devices Stock (AMD) | 0.0 | $11k | 110.00 | 102.74 | |
| Copart Stock (CPRT) | 0.0 | $11k | 198.00 | 56.59 | |
| Transdigm Group Stock (TDG) | 0.0 | $11k | 8.00 | 1383.25 | |
| Qualcomm Stock (QCOM) | 0.0 | $11k | 72.00 | 153.61 | |
| Brown & Brown Stock (BRO) | 0.0 | $11k | 84.00 | 124.40 | |
| Northrop Grumman Corp Stock (NOC) | 0.0 | $10k | 20.00 | 512.00 | |
| Mckesson Corp Stock (MCK) | 0.0 | $10k | 15.00 | 673.00 | |
| Nike Inc Cl B Stock (NKE) | 0.0 | $9.5k | 150.00 | 63.48 | |
| Cummins Stock (CMI) | 0.0 | $9.4k | 30.00 | 313.43 | |
| Lockheed Martin Corp Stock (LMT) | 0.0 | $8.9k | 20.00 | 446.70 | |
| The Cigna Group Stock (CI) | 0.0 | $8.9k | 27.00 | 329.00 | |
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $8.8k | 25.00 | 352.60 | |
| Snowflake Inc Cl A Stock (SNOW) | 0.0 | $8.8k | 60.00 | 146.17 | |
| Conocophillips Stock (COP) | 0.0 | $8.5k | 81.00 | 105.02 | |
| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.0 | $8.5k | 89.00 | 95.48 | |
| Wells Fargo Stock (WFC) | 0.0 | $8.1k | 113.00 | 71.79 | |
| Salesforce Stock (CRM) | 0.0 | $7.8k | 29.00 | 268.34 | |
| Costar Group Stock (CSGP) | 0.0 | $7.8k | 98.00 | 79.23 | |
| Chevron Corp Stock (CVX) | 0.0 | $7.7k | 46.00 | 167.28 | |
| Duke Energy Corp Stock (DUK) | 0.0 | $7.7k | 63.00 | 121.97 | |
| Roper Technologies Stock (ROP) | 0.0 | $7.7k | 13.00 | 589.62 | |
| General Mls Stock (GIS) | 0.0 | $7.5k | 126.00 | 59.79 | |
| Southern Stock (SO) | 0.0 | $7.4k | 81.00 | 91.95 | |
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $7.3k | 15.00 | 484.80 | |
| Cisco Sys Stock (CSCO) | 0.0 | $7.2k | 116.00 | 61.71 | |
| Philip Morris Intl Stock (PM) | 0.0 | $7.1k | 45.00 | 158.73 | |
| Monster Beverage Corp Stock (MNST) | 0.0 | $7.1k | 122.00 | 58.52 | |
| Home Depot Stock (HD) | 0.0 | $7.0k | 19.00 | 366.47 | |
| Carmax Stock (KMX) | 0.0 | $6.9k | 89.00 | 77.92 | |
| Colgate Palmolive Stock (CL) | 0.0 | $6.9k | 74.00 | 93.70 | |
| Exelon Corp Stock (EXC) | 0.0 | $6.9k | 150.00 | 46.08 | |
| Amgen Stock (AMGN) | 0.0 | $6.9k | 22.00 | 311.55 | |
| The Trade Desk Inc Com Cl A Stock (TTD) | 0.0 | $6.8k | 125.00 | 54.72 | |
| Morgan Stanley Stock (MS) | 0.0 | $6.8k | 58.00 | 116.67 | |
| Vulcan Matls Stock (VMC) | 0.0 | $6.8k | 29.00 | 233.31 | |
| Fortinet Stock (FTNT) | 0.0 | $6.7k | 70.00 | 96.26 | |
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $6.7k | 79.00 | 84.95 | |
| Tapestry Stock (TPR) | 0.0 | $6.7k | 95.00 | 70.41 | |
| Abbott Labs Stock (ABT) | 0.0 | $6.4k | 48.00 | 132.65 | |
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $6.3k | 75.00 | 84.40 | |
| Texas Instrs Stock (TXN) | 0.0 | $6.3k | 35.00 | 179.71 | |
| Live Nation Entertainment Stock (LYV) | 0.0 | $6.3k | 48.00 | 130.58 | |
| Analog Devices Stock (ADI) | 0.0 | $6.3k | 31.00 | 201.68 | |
| Anheuser Busch Inbev Sa Adr (BUD) | 0.0 | $6.2k | 100.00 | 61.56 | |
| Union Pac Corp Stock (UNP) | 0.0 | $6.1k | 26.00 | 236.23 | |
| Bwx Technologies Stock (BWXT) | 0.0 | $6.1k | 62.00 | 98.65 | |
| Marsh & Mclennan Cos Stock | 0.0 | $6.1k | 25.00 | 244.04 | |
| Chubb Stock (CB) | 0.0 | $6.0k | 20.00 | 302.00 | |
| Cbre Group Inc Cl A Stock (CBRE) | 0.0 | $6.0k | 46.00 | 130.78 | |
| Iqvia Hldgs Stock (IQV) | 0.0 | $5.8k | 33.00 | 176.30 | |
| Tyler Technologies Stock (TYL) | 0.0 | $5.8k | 10.00 | 581.40 | |
| Super Micro Computer Stock (SMCI) | 0.0 | $5.7k | 166.00 | 34.24 | |
| Paccar Stock (PCAR) | 0.0 | $5.6k | 58.00 | 97.36 | |
| Nasdaq Stock (NDAQ) | 0.0 | $5.6k | 74.00 | 75.86 | |
| Fair Isaac Corp Stock (FICO) | 0.0 | $5.5k | 3.00 | 1844.00 | |
| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $5.5k | 50.00 | 110.00 | |
| Brookfield Infrastructure Corp Com Sub Vtg A Stock (BIPC) | 0.0 | $5.4k | 148.00 | 36.19 | |
| Dominos Pizza Stock (DPZ) | 0.0 | $5.1k | 11.00 | 459.45 | |
| Dominion Energy Stock (D) | 0.0 | $4.9k | 88.00 | 56.07 | |
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $4.8k | 20.00 | 238.20 | |
| Kla Corp Stock (KLAC) | 0.0 | $4.8k | 7.00 | 679.86 | |
| Citigroup Stock (C) | 0.0 | $4.8k | 67.00 | 70.99 | |
| Eaton Corp Stock (ETN) | 0.0 | $4.6k | 17.00 | 271.82 | |
| Gartner Stock (IT) | 0.0 | $4.6k | 11.00 | 419.73 | |
| Msci Stock (MSCI) | 0.0 | $4.5k | 8.00 | 565.50 | |
| Illinois Tool Wks Stock (ITW) | 0.0 | $4.5k | 18.00 | 248.00 | |
| Intuitive Surgical Stock (ISRG) | 0.0 | $4.5k | 9.00 | 495.22 | |
| Arch Cap Group Ltd Ord Stock (ACGL) | 0.0 | $4.3k | 45.00 | 96.18 | |
| Unitedhealth Group Stock (UNH) | 0.0 | $4.2k | 8.00 | 523.75 | |
| Elevance Health Stock (ELV) | 0.0 | $3.9k | 9.00 | 435.00 | |
| Regeneron Pharmaceuticals Stock (REGN) | 0.0 | $3.8k | 6.00 | 634.17 | |
| Sba Communications Corp New Cl A Reit (SBAC) | 0.0 | $3.7k | 17.00 | 220.00 | |
| Veeva Sys Inc Cl A Stock (VEEV) | 0.0 | $3.7k | 16.00 | 231.62 | |
| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $3.7k | 20.00 | 183.50 | |
| Paypal Hldgs Stock (PYPL) | 0.0 | $3.6k | 55.00 | 65.25 | |
| Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 0.0 | $3.6k | 70.00 | 51.19 | |
| Expeditors Intl Wash Stock (EXPD) | 0.0 | $3.5k | 29.00 | 120.24 | |
| Thermo Fisher Scientific Stock (TMO) | 0.0 | $3.5k | 7.00 | 497.57 | |
| Lennar Corp Cl A Stock (LEN) | 0.0 | $3.4k | 30.00 | 114.77 | |
| Nxp Semiconductors N V Stock (NXPI) | 0.0 | $3.4k | 18.00 | 190.06 | |
| Honeywell Intl Stock (HON) | 0.0 | $3.4k | 16.00 | 211.75 | |
| Novartis Adr (NVS) | 0.0 | $3.3k | 30.00 | 111.47 | |
| Sei Invts Stock (SEIC) | 0.0 | $3.3k | 43.00 | 77.63 | |
| Liberty Media Corp Del Com Lbty One S C Stock (FWONK) | 0.0 | $3.3k | 37.00 | 90.00 | |
| Factset Resh Sys Stock (FDS) | 0.0 | $3.2k | 7.00 | 454.57 | |
| Yum Brands Stock (YUM) | 0.0 | $3.1k | 20.00 | 157.35 | |
| Martin Marietta Matls Stock (MLM) | 0.0 | $2.9k | 6.00 | 478.17 | |
| Lululemon Athletica Stock (LULU) | 0.0 | $2.8k | 10.00 | 283.10 | |
| Cloudflare Inc Cl A Stock (NET) | 0.0 | $2.8k | 25.00 | 112.68 | |
| Verisign Stock (VRSN) | 0.0 | $2.8k | 11.00 | 253.91 | |
| Texas Pacific Land Corporation Stock (TPL) | 0.0 | $2.7k | 2.00 | 1325.00 | |
| Ares Management Corporation Cl A Com Stk Stock (ARES) | 0.0 | $2.6k | 18.00 | 146.61 | |
| Workday Inc Cl A Stock (WDAY) | 0.0 | $2.3k | 10.00 | 233.50 | |
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $2.3k | 13.00 | 175.77 | |
| Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) | 0.0 | $2.3k | 47.00 | 48.45 | |
| Hyatt Hotels Corp Com Cl A Stock (H) | 0.0 | $2.0k | 16.00 | 122.50 | |
| Block Inc Cl A Stock (XYZ) | 0.0 | $2.0k | 36.00 | 54.33 | |
| Mercadolibre Stock (MELI) | 0.0 | $2.0k | 1.00 | 1951.00 | |
| Microchip Technology Stock (MCHP) | 0.0 | $1.9k | 40.00 | 48.40 | |
| Deere & Co Stock (DE) | 0.0 | $1.9k | 4.00 | 469.25 | |
| Moodys Corp Stock (MCO) | 0.0 | $1.9k | 4.00 | 465.75 | |
| Vanguard Value Etf Etf (VTV) | 0.0 | $1.7k | 10.00 | 172.70 | |
| Alibaba Group Hldg Adr (BABA) | 0.0 | $1.7k | 13.00 | 132.23 | |
| Grayscale Bitcoin Mini Trust Etf Etf (BTC) | 0.0 | $1.7k | 47.00 | 36.49 | |
| Idexx Labs Stock (IDXX) | 0.0 | $1.7k | 4.00 | 420.00 | |
| Digitalocean Hldgs Stock (DOCN) | 0.0 | $1.7k | 50.00 | 33.40 | |
| Illumina Stock (ILMN) | 0.0 | $1.7k | 21.00 | 79.33 | |
| Berkley W R Corp Stock (WRB) | 0.0 | $1.5k | 21.00 | 71.14 | |
| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $1.4k | 4.00 | 345.25 | |
| Ametek Stock (AME) | 0.0 | $1.4k | 8.00 | 172.12 | |
| Halliburton Stock (HAL) | 0.0 | $1.3k | 50.00 | 25.38 | |
| Yum China Hldgs Stock (YUMC) | 0.0 | $1.2k | 23.00 | 52.04 | |
| Upstart Hldgs Stock (UPST) | 0.0 | $1.2k | 25.00 | 46.04 | |
| Ross Stores Stock (ROST) | 0.0 | $1.2k | 9.00 | 127.78 | |
| Wix Stock (WIX) | 0.0 | $1.1k | 7.00 | 163.43 | |
| Waters Corp Stock (WAT) | 0.0 | $1.1k | 3.00 | 368.67 | |
| Spotify Technology S A Stock (SPOT) | 0.0 | $1.1k | 2.00 | 550.00 | |
| Sherwin Williams Stock (SHW) | 0.0 | $1.0k | 3.00 | 349.33 | |
| United States Stl Corp Stock | 0.0 | $972.000700 | 23.00 | 42.26 | |
| Ansys Stock (ANSS) | 0.0 | $950.000100 | 3.00 | 316.67 | |
| Gold Fields Adr (GFI) | 0.0 | $884.000000 | 40.00 | 22.10 | |
| Okta Inc Cl A Stock (OKTA) | 0.0 | $842.000000 | 8.00 | 105.25 | |
| Liberty Media Corp Del Com Lbty One S A Stock (FWONA) | 0.0 | $815.000000 | 10.00 | 81.50 | |
| Perimeter Solutions Stock (PRM) | 0.0 | $755.002500 | 75.00 | 10.07 | |
| Under Armour Inc Cl A Stock (UAA) | 0.0 | $750.000000 | 120.00 | 6.25 | |
| Zoom Communications Inc Cl A Stock (ZM) | 0.0 | $738.000000 | 10.00 | 73.80 | |
| Docusign Stock (DOCU) | 0.0 | $732.999600 | 9.00 | 81.44 | |
| Under Armour Inc Cl C Stock (UA) | 0.0 | $714.000000 | 120.00 | 5.95 | |
| Agilent Technologies Stock (A) | 0.0 | $702.000000 | 6.00 | 117.00 | |
| Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) | 0.0 | $578.000500 | 11.00 | 52.55 | |
| Solaredge Technologies Stock (SEDG) | 0.0 | $518.000000 | 32.00 | 16.19 | |
| Lemonade Stock (LMND) | 0.0 | $408.999500 | 13.00 | 31.46 | |
| Millrose Pptys Inc Com Cl A reit (MRP) | 0.0 | $397.999500 | 15.00 | 26.53 | |
| Lucid Group Stock | 0.0 | $363.000000 | 150.00 | 2.42 | |
| Cadrenal Therapeutics Stock | 0.0 | $353.000000 | 20.00 | 17.65 | |
| Moderna Stock (MRNA) | 0.0 | $339.999600 | 12.00 | 28.33 | |
| Fulgent Genetics Stock (FLGT) | 0.0 | $304.000200 | 18.00 | 16.89 | |
| Appian Corp Cl A Stock (APPN) | 0.0 | $288.000000 | 10.00 | 28.80 | |
| Rumble Inc Com Cl A Stock (RUM) | 0.0 | $283.000000 | 40.00 | 7.08 | |
| Wayfair Inc Cl A Stock (W) | 0.0 | $256.000000 | 8.00 | 32.00 | |
| Tjx Cos Stock (TJX) | 0.0 | $244.000000 | 2.00 | 122.00 | |
| Fiverr Intl Ltd Ord Stock (FVRR) | 0.0 | $237.000000 | 10.00 | 23.70 | |
| Cognex Corp Stock (CGNX) | 0.0 | $178.999800 | 6.00 | 29.83 | |
| Hershey Stock (HSY) | 0.0 | $171.000000 | 1.00 | 171.00 | |
| Fubotv Stock (FUBO) | 0.0 | $123.001200 | 42.00 | 2.93 | |
| Intel Corp Stock (INTC) | 0.0 | $114.000000 | 5.00 | 22.80 | |
| Nrx Pharmaceuticals Stock (NRXP) | 0.0 | $103.000000 | 50.00 | 2.06 | |
| Biomx Stock | 0.0 | $88.006500 | 159.00 | 0.55 | |
| Carisma Therapeutics Stock (CARM) | 0.0 | $46.995000 | 150.00 | 0.31 | |
| Sonnet Biotherapeutc Hldng Stock (SONN) | 0.0 | $43.001600 | 32.00 | 1.34 | |
| Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) | 0.0 | $28.000000 | 1.00 | 28.00 | |
| Jet Ai Stock (JTAI) | 0.0 | $4.000000 | 1.00 | 4.00 |