Cary Street Partners Financial

Cary Street Partners Financial as of June 30, 2025

Portfolio Holdings for Cary Street Partners Financial

Cary Street Partners Financial holds 899 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
Vanguard Value Etf Etf (VTV) 3.1 $109M 616k 176.74
Microsoft Corp Stock (MSFT) 2.7 $98M 197k 497.41
Apple Stock (AAPL) 2.6 $94M 459k 205.17
Vanguard Growth Etf Etf (VUG) 2.4 $86M 229k 375.18
Fairlead Tactical Sector ETF Etf (TACK) 2.1 $74M 2.6M 28.23
Jpmorgan Equity Premium Income Etf Etf (JEPI) 1.6 $56M 982k 56.85
Tcw Flexible Income Etf Etf (FLXR) 1.4 $51M 1.3M 39.45
Jpmorgan Income Etf Etf (JPIE) 1.3 $48M 1.0M 46.32
Amazon Stock (AMZN) 1.3 $47M 214k 219.39
Spdr Portfolio S&p 500 Etf Etf (SPLG) 1.2 $42M 583k 72.69
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.1 $41M 229k 177.39
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.1 $41M 83k 485.77
Jpmorgan Active Growth Etf Etf (JGRO) 1.1 $40M 460k 86.07
Vanguard Small-cap Etf Etf (VB) 1.1 $40M 167k 236.98
Vanguard Intermediate-term Bond Etf Etf (BIV) 1.0 $37M 524k 70.78
Ishares Msci Eafe Growth Etf Etf (EFG) 1.0 $35M 309k 112.00
Spdr S&p 500 Etf Trust Etf (SPY) 0.9 $34M 55k 617.85
WisdomTree Equity Premium Income Fund - WTPI Etf (WTPI) 0.9 $33M 1.0M 32.04
Vanguard Total Stock Market Etf Etf (VTI) 0.9 $32M 106k 303.93
Jpmorgan Chase & Co Stock (JPM) 0.9 $31M 108k 289.91
Pgim Portfolio Ballast Etf Etf (PBL) 0.9 $30M 1.0M 29.29
Vanguard Mid-cap Value Etf Etf (VOE) 0.8 $30M 182k 164.46
Jpmorgan Nasdaq Equity Premium Inncome Etf Etf (JEPQ) 0.8 $30M 543k 54.40
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.8 $28M 161k 176.23
Nvidia Corporation Stock (NVDA) 0.8 $28M 175k 157.99
Ishares Msci Eafe Value Etf Etf (EFV) 0.7 $26M 447k 58.96
Vanguard Dividend Appreciation Etf Etf (VIG) 0.7 $25M 122k 204.67
Ishares Core S&p 500 Etf Etf (IVV) 0.7 $25M 39k 620.90
Abbvie Stock (ABBV) 0.7 $24M 130k 185.62
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH) 0.7 $24M 477k 50.71
Rtx Corporation Stock (RTX) 0.7 $23M 159k 146.02
Capital Group Dividend Value Etf Etf (CGDV) 0.6 $23M 586k 39.49
Costco Whsl Corp Stock (COST) 0.6 $23M 23k 989.95
Williams Cos Stock (WMB) 0.6 $22M 349k 62.81
United Rentals Stock (URI) 0.6 $21M 28k 753.40
Vanguard Mid-cap Growth Etf Etf (VOT) 0.6 $20M 72k 284.39
Home Depot Stock (HD) 0.6 $20M 56k 366.64
Johnson & Johnson Stock (JNJ) 0.6 $20M 131k 152.75
Vanguard S&p 500 Etf Etf (VOO) 0.6 $20M 35k 568.00
Eli Lilly & Co Stock (LLY) 0.5 $20M 25k 779.53
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.5 $19M 665k 29.21
Visa Inc Com Cl A Stock (V) 0.5 $18M 52k 355.05
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.5 $18M 135k 133.31
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.5 $18M 98k 181.74
Adobe Stock (ADBE) 0.5 $18M 46k 386.88
Procter And Gamble Stock (PG) 0.5 $18M 111k 159.32
Cisco Sys Stock (CSCO) 0.5 $17M 247k 69.38
Meta Platforms Inc Cl A Stock (META) 0.5 $17M 23k 738.11
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 0.5 $17M 269k 62.58
Texas Instrs Stock (TXN) 0.5 $17M 81k 207.62
Ishares Core S&p Small Cap Etf Etf (IJR) 0.5 $16M 148k 109.29
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.5 $16M 169k 95.32
WisdomTree Floating Rate Treasury Fund Etf (USFR) 0.4 $16M 316k 50.31
Merck & Co Stock (MRK) 0.4 $16M 199k 79.16
Cme Group Stock (CME) 0.4 $16M 57k 275.62
Zoetis Inc Cl A Stock (ZTS) 0.4 $15M 99k 155.95
Ishares Russell 1000 Growth Etf Etf (IWF) 0.4 $15M 36k 424.58
Disney Walt Stock (DIS) 0.4 $15M 122k 124.01
Qualcomm Stock (QCOM) 0.4 $15M 94k 159.26
Intuit Stock (INTU) 0.4 $15M 19k 787.63
Invesco Qqq Trust Series I Etf (QQQ) 0.4 $15M 27k 551.63
Vanguard Large-cap Etf Etf (VV) 0.4 $15M 52k 285.30
Cboe Global Mkts Stock (CBOE) 0.4 $15M 62k 233.21
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.4 $15M 340k 42.55
Nasdaq Stock (NDAQ) 0.4 $14M 161k 89.42
Exxon Mobil Corp Stock (XOM) 0.4 $14M 132k 107.80
Mueller Inds Stock (MLI) 0.4 $14M 178k 79.47
Vanguard Mid-cap Etf Etf (VO) 0.4 $14M 50k 279.83
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.4 $14M 337k 40.49
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.4 $14M 258k 52.34
Quanta Svcs Stock (PWR) 0.4 $13M 35k 378.08
Thermo Fisher Scientific Stock (TMO) 0.3 $12M 31k 405.46
Capital Group Core Balanced Etf Etf (CGBL) 0.3 $12M 367k 33.44
Salesforce Stock (CRM) 0.3 $12M 44k 272.69
Goldman Sachs Group Stock (GS) 0.3 $12M 17k 707.75
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $12M 440k 26.50
Fedex Corp Stock (FDX) 0.3 $12M 51k 227.31
Veeva Sys Inc Cl A Stock (VEEV) 0.3 $12M 40k 287.98
Invesco Preferred Etf Etf (PGX) 0.3 $12M 1.0M 11.13
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.3 $11M 102k 109.20
Chevron Corp Stock (CVX) 0.3 $11M 77k 143.19
Mercadolibre Stock (MELI) 0.3 $11M 4.2k 2613.63
Honeywell Intl Stock (HON) 0.3 $11M 47k 232.88
Broadcom Stock (AVGO) 0.3 $11M 39k 275.65
Technology Select Sector SPDR Fund Etf (XLK) 0.3 $11M 42k 253.23
Alerian MLP ETF Etf (AMLP) 0.3 $11M 216k 48.86
Vertex Pharmaceuticals Stock (VRTX) 0.3 $11M 24k 445.20
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.3 $9.8M 123k 79.43
Ishares Floating Rate Bond Etf Etf (FLOT) 0.3 $9.5M 187k 51.02
Dominion Energy Stock (D) 0.3 $9.5M 168k 56.52
Capital Group Dividend Growers Etf Etf (CGDG) 0.3 $9.5M 281k 33.63
Unilever Adr (UL) 0.3 $9.4M 154k 61.17
Capital Group Core Equity Etf Etf (CGUS) 0.3 $9.4M 253k 36.93
Pepsico Stock (PEP) 0.3 $9.3M 71k 132.04
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.3 $9.3M 168k 55.10
Williams Sonoma Stock (WSM) 0.3 $9.2M 57k 163.37
Lowes Cos Stock (LOW) 0.3 $9.2M 42k 221.87
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.3 $9.1M 213k 42.60
Sysco Corp Stock (SYY) 0.3 $9.0M 119k 75.74
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.2 $8.9M 169k 52.76
Medtronic Stock (MDT) 0.2 $8.5M 98k 87.17
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $8.3M 165k 50.52
Canadian Pacific Kansas City Stock (CP) 0.2 $8.3M 105k 79.27
Coca Cola Stock (KO) 0.2 $8.0M 113k 70.75
Oracle Corp Stock (ORCL) 0.2 $8.0M 36k 218.63
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.2 $7.9M 88k 90.12
Paypal Hldgs Stock (PYPL) 0.2 $7.9M 106k 74.32
Capital Group Global Growth Equity Etf Etf (CGGO) 0.2 $7.8M 245k 31.97
General Dynamics Corp Stock (GD) 0.2 $7.8M 27k 291.66
International Business Machs Stock (IBM) 0.2 $7.7M 26k 294.77
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.2 $7.7M 102k 75.58
Ishares Russell 2000 Etf Etf (IWM) 0.2 $7.7M 36k 215.79
Vanguard S&p 500 Value Etf Etf (VOOV) 0.2 $7.6M 40k 188.71
Capital Group Growth Etf Etf (CGGR) 0.2 $7.6M 186k 40.65
Amphenol Corp New Cl A Stock (APH) 0.2 $7.6M 77k 98.75
American Express Stock (AXP) 0.2 $7.5M 24k 318.98
Trane Technologies Stock (TT) 0.2 $7.5M 17k 437.42
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.2 $7.5M 267k 28.05
Abbott Labs Stock (ABT) 0.2 $7.4M 55k 136.01
Ishares Mbs Etf Etf (MBB) 0.2 $7.4M 79k 93.89
Corning Stock (GLW) 0.2 $7.4M 141k 52.59
Duke Energy Corp Stock (DUK) 0.2 $7.3M 62k 118.00
iShares U.S. Technology ETF Etf (IYW) 0.2 $7.2M 42k 173.27
Carrier Global Corporation Stock (CARR) 0.2 $7.2M 99k 73.19
Kinder Morgan Inc Del Stock (KMI) 0.2 $7.2M 244k 29.40
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.2 $7.1M 106k 67.22
Caterpillar Stock (CAT) 0.2 $7.1M 18k 388.21
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO) 0.2 $7.1M 160k 44.23
Spdr Gold Shares Etf (GLD) 0.2 $7.0M 23k 304.84
Bank America Corp Stock (BAC) 0.2 $6.9M 147k 47.32
Vanguard Small-cap Growth Etf Etf (VBK) 0.2 $6.8M 25k 276.93
Vanguard Total Bond Market Etf Etf (BND) 0.2 $6.7M 91k 73.63
Kimberly-clark Corp Stock (KMB) 0.2 $6.7M 52k 128.92
Corteva Stock (CTVA) 0.2 $6.7M 90k 74.53
Boeing Stock (BA) 0.2 $6.6M 32k 209.53
The Cigna Group Stock (CI) 0.2 $6.4M 19k 330.59
Devon Energy Corp Stock (DVN) 0.2 $6.3M 198k 31.81
Fiserv Stock (FI) 0.2 $6.3M 36k 172.41
Dynatrace Stock (DT) 0.2 $6.2M 113k 55.21
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.2 $6.2M 82k 74.89
Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $6.2M 21k 298.89
Doubleline Opportunistic Core Bond Etf Etf (DBND) 0.2 $6.1M 133k 46.24
Te Connectivity Plc Ord Stock (TEL) 0.2 $6.0M 36k 168.65
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 0.2 $5.9M 224k 26.54
Pfizer Stock (PFE) 0.2 $5.9M 245k 24.24
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.2 $5.9M 95k 62.02
Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.2 $5.8M 62k 93.63
Verizon Communications Stock (VZ) 0.2 $5.8M 133k 43.27
Morgan Stanley Stock (MS) 0.2 $5.7M 40k 140.86
Uber Technologies Stock (UBER) 0.2 $5.7M 61k 93.30
Health Care Select Sector SPDR Fund Etf (XLV) 0.2 $5.7M 42k 134.79
Cadence Design System Stock (CDNS) 0.2 $5.6M 18k 308.15
Innovator Equity Defined Protection Etf - 1 Yr December Etf (ZDEK) 0.2 $5.6M 226k 24.54
Shell Plc Spon Ads Adr (SHEL) 0.2 $5.5M 79k 70.41
Halozyme Therapeutics Stock (HALO) 0.2 $5.5M 105k 52.02
Pinnacle Finl Partners Stock (PNFP) 0.2 $5.4M 49k 110.41
Marsh & Mclennan Cos Stock (MMC) 0.1 $5.3M 24k 218.63
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $5.2M 28k 188.64
Capital Group U.s. Small And Mid Cap Etf Etf (CGMM) 0.1 $5.2M 194k 26.88
Palo Alto Networks Stock (PANW) 0.1 $5.2M 25k 204.64
Linde Stock (LIN) 0.1 $5.2M 11k 469.18
Citizens Finl Group Stock (CFG) 0.1 $5.1M 115k 44.75
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $5.1M 44k 115.35
Newmont Corp Stock (NEM) 0.1 $5.1M 88k 58.26
Franklin International Core Dividend Tilt Index Fund Etf (DIVI) 0.1 $5.0M 140k 35.64
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $4.9M 9.7k 509.31
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $4.9M 50k 99.20
Johnson Ctls Intl Stock (JCI) 0.1 $4.9M 47k 105.62
Lincoln Elec Hldgs Stock (LECO) 0.1 $4.9M 24k 207.33
Waste Mgmt Inc Del Stock (WM) 0.1 $4.9M 21k 228.83
Doordash Inc Cl A Stock (DASH) 0.1 $4.9M 20k 246.51
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $4.8M 36k 136.32
Docusign Stock (DOCU) 0.1 $4.8M 62k 77.89
First Horizon Corporation Stock (FHN) 0.1 $4.8M 226k 21.20
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.1 $4.8M 133k 35.84
Synopsys Stock (SNPS) 0.1 $4.7M 9.1k 512.68
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $4.5M 23k 195.01
Barrick Mng Corp Stock (B) 0.1 $4.5M 218k 20.82
Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL) 0.1 $4.5M 155k 29.20
Deere & Co Stock (DE) 0.1 $4.5M 8.9k 508.49
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.1 $4.5M 48k 93.79
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.1 $4.5M 45k 100.69
Spdr Ftse International Government Inflation-protected Bond Etf Etf (WIP) 0.1 $4.5M 112k 39.88
Bristol-myers Squibb Stock (BMY) 0.1 $4.4M 95k 46.29
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $4.4M 52k 83.48
Unitedhealth Group Stock (UNH) 0.1 $4.3M 14k 311.97
Phillips 66 Stock (PSX) 0.1 $4.2M 36k 119.30
Evergy Stock (EVRG) 0.1 $4.2M 61k 68.93
Labcorp Holdings Stock (LH) 0.1 $4.2M 16k 262.51
Walmart Stock (WMT) 0.1 $4.2M 43k 97.78
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $4.1M 52k 79.50
Utilities Select Sector SPDR Fund Etf (XLU) 0.1 $4.1M 50k 81.66
Ingredion Stock (INGR) 0.1 $4.1M 30k 135.62
Ishares Short Treasury Bond Etf Etf (SHV) 0.1 $4.0M 36k 110.42
Mastercard Incorporated Cl A Stock (MA) 0.1 $3.9M 7.0k 561.94
Financial Select Sector SPDR Fund Etf (XLF) 0.1 $3.9M 75k 52.37
Prudential Finl Stock (PRU) 0.1 $3.9M 36k 107.44
Huntington Bancshares Stock (HBAN) 0.1 $3.9M 230k 16.76
United Parcel Service Inc Cl B Stock (UPS) 0.1 $3.8M 38k 100.94
Norfolk Southn Corp Stock (NSC) 0.1 $3.7M 15k 255.97
Nutrien Stock (NTR) 0.1 $3.7M 63k 58.24
Schlumberger Ltd Com Stk Stock (SLB) 0.1 $3.7M 108k 33.80
Eaton Corp Stock (ETN) 0.1 $3.6M 10k 356.99
Amgen Stock (AMGN) 0.1 $3.6M 13k 279.22
American Elec Pwr Stock (AEP) 0.1 $3.6M 34k 103.76
Ishares Short Duration Bond Active Etf Etf (NEAR) 0.1 $3.6M 70k 51.10
Cyberark Software Stock (CYBR) 0.1 $3.5M 8.7k 406.88
Coinbase Global Inc Com Cl A Stock (COIN) 0.1 $3.5M 10k 350.49
Ishares Msci India Etf Etf (INDA) 0.1 $3.5M 63k 55.68
Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $3.5M 115k 30.68
Jacobs Solutions Stock (J) 0.1 $3.5M 27k 131.45
Jpmorgan Equity Focus Etf Etf (JPEF) 0.1 $3.5M 50k 70.14
Pure Storage Inc Cl A Stock (PSTG) 0.1 $3.5M 60k 57.58
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.1 $3.4M 43k 80.11
Everest Group Stock (EG) 0.1 $3.4M 10k 339.85
Truist Finl Corp Stock (TFC) 0.1 $3.4M 80k 42.99
Arista Networks Stock (ANET) 0.1 $3.4M 33k 102.31
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $3.4M 31k 110.10
Illinois Tool Wks Stock (ITW) 0.1 $3.4M 14k 247.25
Baker Hughes Company Cl A Stock (BKR) 0.1 $3.4M 89k 38.34
Tjx Cos Stock (TJX) 0.1 $3.4M 27k 123.49
Restaurant Brands Intl Stock (QSR) 0.1 $3.4M 51k 66.29
Fomento Economico Mexicano Sab Adr (FMX) 0.1 $3.4M 33k 102.98
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $3.4M 17k 194.22
Southern Stock (SO) 0.1 $3.4M 37k 91.83
Tyson Foods Inc Cl A Stock (TSN) 0.1 $3.3M 60k 55.94
American Tower Corp Reit (AMT) 0.1 $3.3M 15k 221.02
Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF) 0.1 $3.3M 66k 50.34
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.1 $3.3M 60k 54.46
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $3.3M 65k 50.27
Micron Technology Stock (MU) 0.1 $3.2M 26k 123.25
Blue Owl Capital Inc Com Cl A Stock (OWL) 0.1 $3.2M 166k 19.21
Elevance Health Stock (ELV) 0.1 $3.2M 8.2k 388.96
Lockheed Martin Corp Stock (LMT) 0.1 $3.2M 6.9k 463.16
Steel Dynamics Stock (STLD) 0.1 $3.2M 25k 128.01
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.1 $3.2M 64k 49.87
Stryker Corporation Stock (SYK) 0.1 $3.2M 8.0k 395.63
Aerovironment Stock (AVAV) 0.1 $3.2M 11k 284.95
Target Corp Stock (TGT) 0.1 $3.2M 32k 98.65
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $3.1M 14k 226.49
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH) 0.1 $3.1M 75k 41.50
Netflix Stock (NFLX) 0.1 $3.0M 2.3k 1339.13
Aon Plc Shs Cl A Stock (AON) 0.1 $3.0M 8.5k 356.76
Nxp Semiconductors N V Stock (NXPI) 0.1 $3.0M 14k 218.49
Schwab Charles Corp Stock (SCHW) 0.1 $3.0M 33k 91.24
Applied Matls Stock (AMAT) 0.1 $3.0M 16k 183.07
Ishares Msci Eafe Etf Etf (EFA) 0.1 $3.0M 33k 89.39
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $2.9M 162k 18.13
Mcdonalds Corp Stock (MCD) 0.1 $2.9M 10k 292.16
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $2.9M 4.00 728800.00
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $2.9M 32k 91.73
Tesla Stock (TSLA) 0.1 $2.9M 9.1k 317.66
Republic Bancorp Inc Ky Cl A Stock (RBCAA) 0.1 $2.9M 40k 73.11
Vanguard Information Technology Etf Etf (VGT) 0.1 $2.9M 4.4k 663.31
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $2.8M 57k 49.46
Willis Towers Watson Stock (WTW) 0.1 $2.8M 9.2k 306.50
Communication Services Select Sector SPDR Fund Etf (XLC) 0.1 $2.8M 26k 108.53
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $2.8M 94k 30.01
Citigroup Stock (C) 0.1 $2.8M 33k 85.12
Blackstone Stock (BX) 0.1 $2.8M 19k 149.58
Toast Inc Cl A Stock (TOST) 0.1 $2.7M 62k 44.29
Ark Innovation Etf Etf (ARKK) 0.1 $2.7M 39k 70.29
Conagra Brands Stock (CAG) 0.1 $2.7M 133k 20.47
Invesco Short Term Treasury Etf Etf (TBLL) 0.1 $2.7M 26k 105.54
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $2.7M 29k 93.87
Capital Group Global Equity Etf Etf (CGGE) 0.1 $2.7M 92k 29.19
Fidelity National Financial In Stock (FNF) 0.1 $2.7M 48k 56.06
Ulta Beauty Stock (ULTA) 0.1 $2.7M 5.7k 467.82
Saul Ctrs Reit (BFS) 0.1 $2.7M 78k 34.14
Blackrock Stock (BLK) 0.1 $2.6M 2.5k 1049.16
Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.1 $2.6M 111k 23.80
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $2.6M 54k 49.03
Royal Bk Cda Stock (RY) 0.1 $2.6M 20k 131.55
Dupont De Nemours Stock (DD) 0.1 $2.6M 38k 68.59
Dimensional National Municipal Bond Etf Etf (DFNM) 0.1 $2.6M 55k 47.43
Us Bancorp Del Stock (USB) 0.1 $2.6M 57k 45.25
Marriott Intl Inc New Cl A Stock (MAR) 0.1 $2.6M 9.4k 273.21
Ishares National Muni Bond Etf Etf (MUB) 0.1 $2.5M 24k 104.48
Bank New York Mellon Corp Stock (BK) 0.1 $2.5M 28k 91.11
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $2.5M 31k 82.86
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $2.5M 29k 86.87
Metlife Stock (MET) 0.1 $2.5M 31k 80.42
VanEck Investment Grade Floating Rate ETF Etf (FLTR) 0.1 $2.5M 97k 25.50
Vanguard Ftse Europe Etf Etf (VGK) 0.1 $2.5M 32k 77.50
First Eagle Global Equity Etf Etf (FEGE) 0.1 $2.4M 60k 40.37
Chubb Stock (CB) 0.1 $2.4M 8.4k 289.72
Consolidated Edison Stock (ED) 0.1 $2.4M 24k 100.35
Lam Research Corp Stock (LRCX) 0.1 $2.4M 25k 97.33
Wells Fargo Stock (WFC) 0.1 $2.4M 30k 80.12
Industrial Select Sector SPDR Fund Etf (XLI) 0.1 $2.3M 16k 147.52
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB) 0.1 $2.3M 48k 48.62
Pimco Dynamic Income Cef (PDI) 0.1 $2.3M 120k 18.97
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $2.2M 28k 78.70
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.1 $2.2M 80k 27.67
Altria Group Stock (MO) 0.1 $2.2M 38k 58.63
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.1 $2.2M 23k 97.27
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.1 $2.2M 40k 54.38
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.1 $2.2M 43k 50.68
Carlisle Cos Stock (CSL) 0.1 $2.2M 5.8k 373.40
Equifax Stock (EFX) 0.1 $2.1M 8.1k 259.37
Ge Vernova Stock (GEV) 0.1 $2.1M 4.0k 529.08
Travelers Companies Stock (TRV) 0.1 $2.1M 7.7k 267.54
Ishares Bitcoin Trust Etf Etf (IBIT) 0.1 $2.0M 33k 61.21
BP Adr (BP) 0.1 $2.0M 67k 29.93
Boston Scientific Corp Stock (BSX) 0.1 $2.0M 19k 107.41
Spdr Portfolio Long Term Corporate Bond Etf Etf (SPLB) 0.1 $2.0M 89k 22.57
Chipotle Mexican Grill Stock (CMG) 0.1 $2.0M 36k 56.15
Federal Agric Mtg Corp Cl C Stock (AGM) 0.1 $2.0M 10k 194.28
Energy Select Sector SPDR Fund Etf (XLE) 0.1 $1.9M 23k 84.81
Consumer Discretionary Select Sector SPDR Fund Etf (XLY) 0.1 $1.9M 8.9k 217.34
Analog Devices Stock (ADI) 0.1 $1.9M 8.1k 238.02
Capital Group New Geography Equity Etf Etf (CGNG) 0.1 $1.9M 66k 28.81
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $1.9M 14k 138.68
Union Pac Corp Stock (UNP) 0.1 $1.9M 8.2k 230.07
Inmode Stock (INMD) 0.1 $1.9M 130k 14.44
Advanced Micro Devices Stock (AMD) 0.1 $1.9M 13k 141.90
Proshares S&p 500 High Income Etf Etf (ISPY) 0.1 $1.9M 44k 42.43
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.1 $1.8M 76k 24.25
Simon Ppty Group Reit (SPG) 0.1 $1.8M 12k 160.75
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF) 0.1 $1.8M 52k 35.28
Consumer Staples Select Sector SPDR Fund Etf (XLP) 0.1 $1.8M 23k 80.97
Automatic Data Processing Stock (ADP) 0.1 $1.8M 5.9k 308.43
Blackrock Cr Allocation Income Cef (BTZ) 0.1 $1.8M 168k 10.92
Vanguard Short-term Treasury Etf Etf (VGSH) 0.1 $1.8M 31k 58.78
Janus Henderson AAA CLO ETF Etf (JAAA) 0.0 $1.8M 35k 50.75
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG) 0.0 $1.8M 16k 113.03
Masco Corp Stock (MAS) 0.0 $1.8M 27k 64.36
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.0 $1.7M 40k 43.58
Atlantic Un Bankshares Corp Stock (AUB) 0.0 $1.7M 56k 31.28
Ishares Russell Midcap Etf Etf (IWR) 0.0 $1.7M 19k 91.97
Harbor Long-term Growers Etf Etf (WINN) 0.0 $1.7M 59k 29.12
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.0 $1.7M 28k 62.74
Asml Holding N V N Y Registry Adr (ASML) 0.0 $1.7M 2.1k 801.39
Packaging Corp Amer Stock (PKG) 0.0 $1.7M 8.9k 188.46
Avery Dennison Corp Stock (AVY) 0.0 $1.7M 9.5k 175.47
Fidelity Blue Chip Growth Etf Etf (FBCG) 0.0 $1.7M 35k 48.24
Colgate Palmolive Stock (CL) 0.0 $1.6M 18k 90.90
Pnc Finl Svcs Group Stock (PNC) 0.0 $1.6M 8.8k 186.41
Vanguard Total World Stock Etf Etf (VT) 0.0 $1.6M 13k 128.52
Invesco Variable Rate Preferred Etf Etf (VRP) 0.0 $1.6M 66k 24.45
First Trust Enhanced Short Maturity Etf Etf (FTSM) 0.0 $1.6M 27k 59.87
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.0 $1.6M 17k 93.95
Ishares Aaa Clo Active Etf Etf (CLOA) 0.0 $1.6M 31k 51.92
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW) 0.0 $1.6M 12k 136.49
Ppg Inds Stock (PPG) 0.0 $1.6M 14k 113.75
Vaneck Gold Miners Etf Etf (GDX) 0.0 $1.6M 31k 52.06
Novo-nordisk A S Adr (NVO) 0.0 $1.6M 23k 69.01
Ishares Select Dividend Etf Etf (DVY) 0.0 $1.6M 12k 132.81
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $1.5M 13k 119.09
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.0 $1.5M 61k 25.18
Capital One Finl Corp Stock (COF) 0.0 $1.5M 7.2k 212.76
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $1.5M 3.4k 440.65
Dimensional Ultrashort Fixed Income Etf Etf (DUSB) 0.0 $1.5M 30k 50.75
Ft Vest Gold Strategy Target Income Etf Etf (IGLD) 0.0 $1.5M 69k 21.71
Ferguson Enterprises Stock (FERG) 0.0 $1.5M 6.8k 217.75
Nextera Energy Stock (NEE) 0.0 $1.5M 21k 69.42
Spdr S&p Dividend Etf Etf (SDY) 0.0 $1.5M 11k 135.73
Enterprise Prods Partners Stock (EPD) 0.0 $1.5M 48k 31.01
Blue Owl Capital Corporation Cef (OBDC) 0.0 $1.4M 101k 14.34
Fidelity Total Bond Etf Etf (FBND) 0.0 $1.4M 31k 45.75
Nike Inc Cl B Stock (NKE) 0.0 $1.4M 20k 71.04
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $1.4M 2.5k 566.52
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.0 $1.4M 22k 65.35
Philip Morris Intl Stock (PM) 0.0 $1.4M 7.8k 182.13
Marathon Pete Corp Stock (MPC) 0.0 $1.4M 8.5k 166.11
Aflac Stock (AFL) 0.0 $1.4M 13k 105.46
Upwork Stock (UPWK) 0.0 $1.4M 103k 13.44
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.0 $1.4M 47k 29.37
Vanguard Mega Cap Value Etf Etf (MGV) 0.0 $1.4M 10k 131.21
Haemonetics Corp Mass Stock (HAE) 0.0 $1.4M 18k 74.61
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.0 $1.3M 16k 84.83
Vanguard Ftse Pacific Etf Etf (VPL) 0.0 $1.3M 16k 82.18
Assured Guaranty Stock (AGO) 0.0 $1.3M 15k 87.10
S&p Global Stock (SPGI) 0.0 $1.3M 2.5k 527.29
T-mobile Us Stock (TMUS) 0.0 $1.3M 5.4k 238.28
Vaneck Oil Services Etf Etf (OIH) 0.0 $1.3M 5.5k 230.28
Oneok Stock (OKE) 0.0 $1.3M 15k 81.63
Iron Mtn Inc Del Reit (IRM) 0.0 $1.2M 12k 102.57
Starbucks Corp Stock (SBUX) 0.0 $1.2M 14k 91.63
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) 0.0 $1.2M 24k 50.59
Scotts Miracle-gro Co Cl A Stock (SMG) 0.0 $1.2M 19k 65.96
At&t Stock (T) 0.0 $1.2M 42k 28.94
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.0 $1.2M 52k 23.33
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.0 $1.2M 4.0k 308.36
Parker-hannifin Corp Stock (PH) 0.0 $1.2M 1.7k 698.71
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM) 0.0 $1.2M 34k 35.49
Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB) 0.0 $1.2M 100k 12.12
Emerson Elec Stock (EMR) 0.0 $1.2M 9.1k 133.34
Spdr S&p International Small Cap Etf Etf (GWX) 0.0 $1.2M 32k 37.18
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.0 $1.2M 16k 77.31
Archer Aviation Inc Com Cl A Stock (ACHR) 0.0 $1.2M 110k 10.85
Deutsche Bank A G Namen Akt Stock (DB) 0.0 $1.2M 41k 29.28
Ge Aerospace Stock (GE) 0.0 $1.2M 4.6k 257.42
Danaher Corporation Stock (DHR) 0.0 $1.2M 6.0k 197.52
Ft Vest U.s. Equity Deep Buffer Etf - September Etf (DSEP) 0.0 $1.2M 28k 42.40
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.0 $1.2M 48k 24.27
Ishares Gold Trust Etf (IAU) 0.0 $1.2M 19k 62.36
Dover Corp Stock (DOV) 0.0 $1.1M 6.3k 183.23
Northrop Grumman Corp Stock (NOC) 0.0 $1.1M 2.3k 499.99
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG) 0.0 $1.1M 15k 76.56
Blackrock Muni Income Tr Ii Cef (BLE) 0.0 $1.1M 111k 10.04
Paychex Stock (PAYX) 0.0 $1.1M 7.7k 145.47
Jpmorgan U.s. Value Factor Etf Us Value Factor Fund Etf (JVAL) 0.0 $1.1M 25k 44.23
Innodata Stock (INOD) 0.0 $1.1M 21k 51.22
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.0 $1.1M 42k 25.42
Intercontinental Exchange Stock (ICE) 0.0 $1.1M 5.8k 183.48
Bondbloxx Bloomberg One Year Target Duration Us Treasury Etf Etf (XONE) 0.0 $1.0M 21k 49.63
Ford Mtr Stock (F) 0.0 $1.0M 96k 10.85
Pjt Partners Inc Com Cl A Stock (PJT) 0.0 $1.0M 6.3k 165.01
Matrix Svc Stock (MTRX) 0.0 $1.0M 76k 13.51
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $1.0M 5.2k 195.41
Spdr Portfolio Tips Etf Etf (SPIP) 0.0 $1.0M 39k 26.06
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $1000k 19k 53.29
Dimensional Us Large Cap Vector Etf Etf (DFVX) 0.0 $993k 14k 68.92
Invesco Senior Loan Etf Etf (BKLN) 0.0 $985k 47k 20.92
3M Stock (MMM) 0.0 $982k 6.4k 152.24
Spdr S&p Biotech Etf Etf (XBI) 0.0 $969k 12k 82.93
Ecolab Stock (ECL) 0.0 $965k 3.6k 269.44
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $965k 11k 88.25
Comcast Corp New Cl A Stock (CMCSA) 0.0 $950k 27k 35.69
Conocophillips Stock (COP) 0.0 $945k 11k 89.74
Grainger W W Stock (GWW) 0.0 $944k 907.00 1040.24
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI) 0.0 $937k 42k 22.36
Pacer Global Cash Cows Dividend Etf Etf (GCOW) 0.0 $926k 24k 37.97
Entergy Corp Stock (ETR) 0.0 $924k 11k 83.12
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $923k 3.7k 246.52
Materials Select Sector Spdr Fund Etf (XLB) 0.0 $921k 11k 87.81
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $912k 14k 67.44
Invesco S&p 500 Pure Growth Etf Etf (RPG) 0.0 $910k 20k 45.77
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $910k 6.8k 133.04
Servicenow Stock (NOW) 0.0 $908k 883.00 1028.08
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ) 0.0 $898k 41k 21.92
Ameriprise Finl Stock (AMP) 0.0 $885k 1.7k 533.73
L3harris Technologies Stock (LHX) 0.0 $884k 3.5k 250.84
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.0 $871k 21k 41.33
Cheniere Energy Stock (LNG) 0.0 $866k 3.6k 243.50
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN) 0.0 $864k 16k 53.59
Townebank Portsmouth Va Stock (TOWN) 0.0 $862k 25k 34.18
Csx Corp Stock (CSX) 0.0 $856k 26k 32.63
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.0 $849k 16k 53.96
Apollo Global Mgmt Stock (APO) 0.0 $837k 5.9k 141.86
Motorola Solutions Stock (MSI) 0.0 $831k 2.0k 420.35
Halliburton Stock (HAL) 0.0 $830k 41k 20.38
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $824k 6.2k 132.14
Vanguard S&p Small-cap 600 Etf Etf (VIOO) 0.0 $823k 8.1k 101.23
Vulcan Matls Stock (VMC) 0.0 $823k 3.2k 260.82
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $823k 2.2k 366.24
Nuveen Pfd & Income Opportunit Cef (JPC) 0.0 $821k 102k 8.02
Principal U.s. Mega-cap Etf Etf (USMC) 0.0 $820k 13k 62.56
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $809k 7.6k 106.34
Novartis Adr (NVS) 0.0 $796k 6.6k 121.01
Starwood Ppty Tr Reit (STWD) 0.0 $792k 40k 20.07
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.0 $784k 22k 35.28
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $783k 7.8k 100.70
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - June Etf (XJUN) 0.0 $782k 19k 41.07
Republic Svcs Stock (RSG) 0.0 $771k 3.1k 246.59
Royalty Pharma Plc Shs Class A Stock (RPRX) 0.0 $770k 21k 36.03
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH) 0.0 $767k 34k 22.49
Cullen Frost Bankers Stock (CFR) 0.0 $761k 5.9k 128.54
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.0 $757k 5.6k 134.39
Cvs Health Corp Stock (CVS) 0.0 $754k 11k 68.98
Ishares Russell 1000 Etf Etf (IWB) 0.0 $753k 2.2k 339.57
Mplx Lp Com Unit Rep Stock (MPLX) 0.0 $752k 15k 51.51
Dimensional World Equity Etf Etf (DFAW) 0.0 $742k 11k 67.08
Zimmer Biomet Holdings Stock (ZBH) 0.0 $737k 8.1k 91.21
Price T Rowe Group Stock (TROW) 0.0 $731k 7.6k 96.50
Juniper Networks Stock (JNPR) 0.0 $731k 18k 39.93
Red Rock Resorts Inc Cl A Stock (RRR) 0.0 $730k 14k 52.03
Occidental Pete Corp Stock (OXY) 0.0 $728k 17k 42.01
Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK) 0.0 $725k 37k 19.84
Vanguard Utilities Etf Etf (VPU) 0.0 $720k 4.1k 176.51
Ishares Silver Trust Etf (SLV) 0.0 $714k 22k 32.81
Global X Uranium Etf Etf (URA) 0.0 $712k 18k 38.81
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $707k 11k 62.64
Genuine Parts Stock (GPC) 0.0 $703k 5.8k 121.31
Rgc Res Stock (RGCO) 0.0 $700k 31k 22.38
Darling Ingredients Stock (DAR) 0.0 $693k 18k 37.94
National Fuel Gas Stock (NFG) 0.0 $693k 8.2k 84.71
Gilead Sciences Stock (GILD) 0.0 $688k 6.2k 110.87
Heidrick & Struggles Intl Stock (HSII) 0.0 $687k 15k 45.76
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $686k 8.3k 82.92
Nisource Stock (NI) 0.0 $685k 17k 40.34
Royal Gold Stock (RGLD) 0.0 $679k 3.8k 177.84
Becton Dickinson & Co Stock (BDX) 0.0 $677k 3.9k 172.30
Jpmorgan International Value Etf Etf (JIVE) 0.0 $677k 9.8k 69.30
Markel Group Stock (MKL) 0.0 $677k 339.00 1997.36
Dow Stock (DOW) 0.0 $676k 26k 26.48
Mosaic Stock (MOS) 0.0 $674k 19k 36.48
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.0 $668k 23k 29.43
Victoryshares Westend U.s. Sector Etf Etf (MODL) 0.0 $665k 15k 43.10
Humana Stock (HUM) 0.0 $663k 2.7k 244.51
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.0 $663k 6.7k 99.49
Vanguard Extended Market Etf Etf (VXF) 0.0 $662k 3.4k 192.71
Kkr & Co Stock (KKR) 0.0 $660k 5.0k 133.03
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $659k 6.9k 95.77
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG) 0.0 $658k 29k 22.93
Elanco Animal Health Stock (ELAN) 0.0 $654k 46k 14.28
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.0 $652k 8.6k 75.83
Primo Brands Corporation Class A Stock (PRMB) 0.0 $650k 22k 29.62
Ralph Lauren Corp Cl A Stock (RL) 0.0 $646k 2.4k 274.28
Universal Corp Va Stock (UVV) 0.0 $645k 11k 58.24
Kla Corp Stock (KLAC) 0.0 $641k 715.00 895.98
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.0 $634k 4.7k 135.30
Yum Brands Stock (YUM) 0.0 $630k 4.3k 148.19
Ishares Russell 2500 Etf Etf (SMMD) 0.0 $625k 9.2k 67.78
Revvity Stock (RVTY) 0.0 $623k 6.4k 96.72
Saba Closed End Funds Etf Etf (CEFS) 0.0 $622k 28k 22.24
Wisdomtree European Opportunities Fund Etf (OPPE) 0.0 $622k 13k 46.58
Rayonier Reit (RYN) 0.0 $617k 28k 22.18
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - March Etf (XMAR) 0.0 $617k 16k 38.29
Smith & Nephew Plc Spdn Adr (SNN) 0.0 $613k 20k 30.63
Vaneck Short High Yield Muni Etf Etf (SHYD) 0.0 $612k 27k 22.59
Fidelity Natl Information Svcs Stock (FIS) 0.0 $611k 7.5k 81.41
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.0 $607k 21k 29.29
Fmc Corp Stock (FMC) 0.0 $602k 14k 41.75
Henry Schein Stock (HSIC) 0.0 $594k 8.1k 73.05
Energy Recovery Stock (ERII) 0.0 $588k 46k 12.78
Clearbridge Energy Midstrm Opp Cef (EMO) 0.0 $587k 12k 47.97
Ft Vest Nasdaq-100 Buffer Etf - March Etf (QMAR) 0.0 $587k 19k 30.99
Vanguard Real Estate ETF Etf (VNQ) 0.0 $584k 6.6k 89.05
Invesco Aerospace & Defense Etf Etf (PPA) 0.0 $584k 4.1k 141.68
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.0 $581k 5.1k 113.21
First Trust Preferred Securities & Income Etf Etf (FPE) 0.0 $579k 33k 17.80
Helmerich & Payne Stock (HP) 0.0 $579k 38k 15.16
Goldman Sachs S&p 500 Premium Income Etf Etf (GPIX) 0.0 $575k 12k 49.82
Crh Plc Ord Stock (CRH) 0.0 $566k 6.2k 91.80
Fidelity Low Volatility Factor Etf Etf (FDLO) 0.0 $562k 9.0k 62.80
Proshares Ultra Gold Etf (UGL) 0.0 $555k 16k 34.66
Dimensional Short-duration Fixed Income Etf Etf (DFSD) 0.0 $552k 12k 48.01
Simplify Managed Futures Strategy Etf Etf (CTA) 0.0 $551k 21k 26.74
Totalenergies Se Adr (TTE) 0.0 $549k 8.9k 61.39
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.0 $545k 24k 23.21
First Trust Municipal High Income Etf Etf (FMHI) 0.0 $545k 12k 46.70
Check Point Software Tech Ltd Ord Stock (CHKP) 0.0 $543k 2.5k 221.25
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $540k 9.0k 60.03
Alibaba Group Hldg Adr (BABA) 0.0 $540k 4.8k 113.41
iShares Core US REIT ETF Etf (USRT) 0.0 $539k 9.5k 56.56
Kinsale Cap Group Stock (KNSL) 0.0 $537k 1.1k 483.90
Vornado Rlty Tr Sh Ben Int Reit (VNO) 0.0 $537k 14k 38.24
Flowers Foods Stock (FLO) 0.0 $530k 33k 15.98
Dimensional International Core Equity Market Etf Etf (DFAI) 0.0 $526k 15k 34.57
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $517k 1.3k 396.42
Neos S&p 500 High Income Etf Etf (SPYI) 0.0 $516k 10k 50.32
Dimensional Us High Profitability Etf Etf (DUHP) 0.0 $512k 14k 35.56
Flaherty & Crumrine Dynamic Pf Cef (DFP) 0.0 $512k 25k 20.53
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - November Etf (XNOV) 0.0 $511k 14k 35.55
Ishares U.s. Equity Factor Etf Etf (LRGF) 0.0 $510k 8.0k 64.13
Toyota Motor Corp Ads Adr (TM) 0.0 $509k 3.0k 172.26
Flaherty & Crumrine Pfd Income Cef (PFD) 0.0 $507k 45k 11.31
Cohen & Steers Infrastructure Cef (UTF) 0.0 $505k 19k 26.95
Alps O'shares Us Small-cap Quality Dividend Etf Etf (OUSM) 0.0 $503k 12k 43.21
Jpmorgan U.s. Quality Factor Etf Etf (JQUA) 0.0 $501k 8.3k 60.05
Otis Worldwide Corp Stock (OTIS) 0.0 $498k 5.0k 99.02
Intel Corp Stock (INTC) 0.0 $495k 22k 22.40
Pimco Ultra Short Government Active Exchange-traded Fund Etf (BILZ) 0.0 $494k 4.9k 101.20
First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.0 $493k 8.3k 59.26
Vanguard Financials Etf Etf (VFH) 0.0 $487k 3.8k 127.30
Darden Restaurants Stock (DRI) 0.0 $479k 2.2k 217.97
Autozone Stock (AZO) 0.0 $479k 129.00 3712.23
Udr Reit (UDR) 0.0 $476k 12k 40.83
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.0 $472k 11k 42.36
Doubleline Commercial Real Estate Etf Etf (DCRE) 0.0 $471k 9.1k 52.03
Ishares S&p 100 Etf Etf (OEF) 0.0 $470k 1.5k 304.41
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.0 $470k 5.6k 83.74
Watsco Stock (WSO) 0.0 $466k 1.1k 441.62
Ishares Flexible Income Active Etf Etf (BINC) 0.0 $464k 8.8k 52.84
Vaneck Semiconductor Etf Etf (SMH) 0.0 $464k 1.7k 278.92
Twilio Inc Cl A Stock (TWLO) 0.0 $462k 3.7k 124.36
Air Prods & Chems Stock (APD) 0.0 $462k 1.6k 282.06
Invesco S&p 500 Pure Value Etf Etf (RPV) 0.0 $461k 4.9k 93.76
Ishares Ibonds Dec 2031 Term Treasury Etf Etf (IBTL) 0.0 $461k 23k 20.50
Ft Vest Smid Rising Dividend Achievers Target Income Etf Etf (SDVD) 0.0 $460k 22k 20.51
Realty Income Corp Reit (O) 0.0 $459k 8.0k 57.61
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.0 $458k 5.7k 79.76
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.0 $457k 5.2k 88.75
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $457k 3.5k 132.34
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $452k 4.4k 101.60
Hanover Ins Group Stock (THG) 0.0 $452k 2.7k 169.87
Spdr Portfolio Long Term Treasury Etf Etf (SPTL) 0.0 $452k 17k 26.58
Ft Vest U.s. Equity Moderate Buffer Etf - July Etf (GJUL) 0.0 $451k 12k 38.69
Royal Caribbean Group Stock (RCL) 0.0 $450k 1.4k 313.14
Ishares U.s. Healthcare Etf Etf (IYH) 0.0 $446k 7.9k 56.48
Clearway Energy Inc Cl C Stock (CWEN) 0.0 $445k 14k 32.00
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT) 0.0 $445k 23k 19.25
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $444k 5.0k 89.22
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.0 $443k 5.3k 84.06
American Intl Group Stock (AIG) 0.0 $443k 5.2k 85.60
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.0 $436k 4.4k 98.24
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $435k 2.4k 182.82
General Mls Stock (GIS) 0.0 $433k 8.4k 51.81
Diageo Adr (DEO) 0.0 $429k 4.3k 100.85
Edwards Lifesciences Corp Stock (EW) 0.0 $428k 5.5k 78.22
Bitwise Bitcoin Etf Trust Etf (BITB) 0.0 $428k 7.3k 58.59
Treehouse Foods Stock (THS) 0.0 $426k 22k 19.42
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 0.0 $426k 19k 21.98
Astrazeneca Adr (AZN) 0.0 $423k 6.0k 69.88
Bank Montreal Que Stock (BMO) 0.0 $421k 3.8k 110.63
Agilent Technologies Stock (A) 0.0 $421k 3.6k 118.01
Dte Energy Stock (DTE) 0.0 $421k 3.2k 132.46
Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.0 $420k 4.6k 92.17
Constellation Energy Corp Stock (CEG) 0.0 $414k 1.3k 322.76
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF) 0.0 $412k 18k 23.36
Booking Holdings Stock (BKNG) 0.0 $411k 71.00 5789.24
WisdomTree Japan Hedged Equity ETF Etf (DXJ) 0.0 $410k 3.6k 114.27
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $409k 38k 10.92
Ft Vest U.s. Small Cap Moderate Buffer Etf - February Etf (SFEB) 0.0 $409k 19k 21.35
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.0 $409k 3.9k 104.13
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $401k 8.3k 48.24
Sofi Technologies Stock (SOFI) 0.0 $401k 22k 18.21
Vanguard Russell 2000 Etf Etf (VTWO) 0.0 $399k 4.6k 87.22
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $398k 3.1k 128.59
Dimensional Core Fixed Income Etf Etf (DFCF) 0.0 $391k 9.2k 42.26
Vanguard Health Care Index ETF Etf (VHT) 0.0 $391k 1.6k 248.31
Ameris Bancorp Stock (ABCB) 0.0 $388k 6.0k 64.70
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $388k 2.5k 157.76
Spdr S&p Insurance Etf Etf (KIE) 0.0 $380k 6.4k 59.74
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.0 $380k 4.6k 82.66
Lindblad Expeditions Hldgs Stock (LIND) 0.0 $378k 32k 11.67
Hancock John Income Secs Tr Cef (JHS) 0.0 $377k 33k 11.28
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $372k 31k 11.86
Innovator Growth Accelerated Plus Etf - October Etf (QTOC) 0.0 $372k 12k 31.89
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $369k 16k 22.98
Spdr S&p Kensho Intelligent Structures Etf Etf (SIMS) 0.0 $366k 10k 35.42
Ft Vest Laddered Nasdaq Buffer Etf Etf (BUFQ) 0.0 $363k 11k 33.20
Univest Financial Corporation Stock (UVSP) 0.0 $360k 12k 30.04
Ishares Ibonds Dec 2032 Term Treasury Etf Etf (IBTM) 0.0 $357k 16k 23.03
Vaneck Bdc Income Etf Etf (BIZD) 0.0 $355k 22k 16.28
Ishares Core Msci Europe Etf Etf (IEUR) 0.0 $352k 5.3k 66.19
Nuveen Mun Cr Opportunities Cef (NMCO) 0.0 $351k 33k 10.73
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX) 0.0 $350k 14k 25.29
Goldman Sachs Nasdaq-100 Premium Income Etf Etf (GPIQ) 0.0 $349k 7.0k 49.81
Connectone Bancorp Stock (CNOB) 0.0 $347k 15k 23.16
The Trade Desk Inc Com Cl A Stock (TTD) 0.0 $346k 4.8k 71.99
Ftai Aviation Stock (FTAI) 0.0 $345k 3.0k 115.04
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF) 0.0 $345k 29k 11.92
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) 0.0 $344k 4.9k 70.77
Ft Vest Nasdaq-100 Conservative Buffer Etf - January Etf (QCJA) 0.0 $341k 17k 20.64
Vanguard Energy Etf Etf (VDE) 0.0 $341k 2.9k 119.12
Vanguard U.s. Multifactor Etf Etf (VFMF) 0.0 $336k 2.5k 134.50
Ingersoll Rand Stock (IR) 0.0 $336k 4.0k 83.18
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.0 $334k 7.2k 46.23
Medpace Hldgs Stock (MEDP) 0.0 $333k 1.1k 313.86
Bridgebio Pharma Stock (BBIO) 0.0 $333k 7.7k 43.18
Sherwin Williams Stock (SHW) 0.0 $331k 964.00 343.18
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $330k 4.8k 69.09
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.0 $329k 4.1k 80.66
Spdr S&p 500 Esg Etf Etf (EFIV) 0.0 $328k 5.6k 58.55
Hometrust Bancshares Stock (HTB) 0.0 $322k 8.6k 37.41
Enbridge Stock (ENB) 0.0 $322k 7.1k 45.32
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB) 0.0 $321k 7.9k 40.83
Dimensional International Value Etf Etf (DFIV) 0.0 $318k 7.4k 42.83
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 0.0 $315k 15k 20.68
Ansys Stock (ANSS) 0.0 $311k 885.00 351.22
Golub Cap Bdc Cef (GBDC) 0.0 $309k 21k 14.65
Wisdomtree Artificial Intelligence And Innovation Fund Etf (WTAI) 0.0 $307k 13k 24.56
Tortoise Energy Infra Corp Cef (TYG) 0.0 $306k 7.0k 43.89
Ft Vest U.s. Equity Moderate Buffer Etf - March Etf (GMAR) 0.0 $305k 7.8k 38.95
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG) 0.0 $305k 6.3k 48.75
Cgi Inc Cl A Sub Vtg Stock (GIB) 0.0 $303k 2.9k 104.83
Cencora Stock (COR) 0.0 $302k 1.0k 299.71
Fortinet Stock (FTNT) 0.0 $302k 2.9k 105.72
Aptargroup Stock (ATR) 0.0 $301k 1.9k 156.43
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW) 0.0 $301k 14k 21.04
Ebay Stock (EBAY) 0.0 $301k 4.0k 74.46
Oreilly Automotive Stock (ORLY) 0.0 $297k 3.3k 90.13
Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT) 0.0 $296k 14k 21.89
Spdr S&p Regional Banking Etf Etf (KRE) 0.0 $295k 5.0k 59.39
Wec Energy Group Stock (WEC) 0.0 $294k 2.8k 104.21
Ares Capital Corp Cef (ARCC) 0.0 $291k 13k 21.96
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $291k 12k 25.30
Spdr S&p Bank Etf Etf (KBE) 0.0 $290k 5.2k 55.76
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $288k 3.8k 76.04
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS) 0.0 $288k 6.4k 45.05
Cummins Stock (CMI) 0.0 $288k 878.00 327.50
American Wtr Wks Stock (AWK) 0.0 $286k 2.1k 139.14
Fifth Third Bancorp Stock (FITB) 0.0 $285k 6.9k 41.13
Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $282k 12k 24.44
Hershey Stock (HSY) 0.0 $277k 1.7k 165.94
Vanguard Long-term Corporate Bond Etf Etf (VCLT) 0.0 $277k 3.6k 75.90
Direxion Daily 20 Year Treasury Bear 3x Shares Etf (TMV) 0.0 $276k 7.5k 36.94
Rpm Intl Stock (RPM) 0.0 $276k 2.5k 109.84
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $275k 2.7k 102.90
Pimco Investment Grade Corporate Bond Index Etf Etf (CORP) 0.0 $271k 2.8k 97.31
Carlyle Group Stock (CG) 0.0 $270k 5.2k 51.40
Allegion Plc Ord Stock (ALLE) 0.0 $269k 1.9k 144.12
Innovator Nasdaq-100 10 Buffer Etf Quarterly Etf (QBUF) 0.0 $267k 9.7k 27.55
Ishares Core High Dividend Etf Etf (HDV) 0.0 $267k 2.3k 117.17
Ishares U.s. Real Estate Etf Etf (IYR) 0.0 $267k 2.8k 94.77
Nucor Corp Stock (NUE) 0.0 $267k 2.1k 129.53
GSK Adr (GSK) 0.0 $266k 6.9k 38.40
Southwest Airls Stock (LUV) 0.0 $266k 8.2k 32.44
Kayne Anderson Energy Infrstr Cef (KYN) 0.0 $265k 21k 12.72
Ishares Esg Select Screened S&p 500 Etf Etf (XVV) 0.0 $263k 5.5k 47.69
First Merchants Corp Stock (FRME) 0.0 $262k 6.8k 38.30
Fortune Brands Innovations Stock (FBIN) 0.0 $262k 5.1k 51.48
Manhattan Brdg Cap Reit (LOAN) 0.0 $260k 260k 1.00
Western Asset Managed Muns Cef (MMU) 0.0 $260k 26k 9.90
International Paper Stock (IP) 0.0 $258k 5.5k 46.83
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.0 $255k 3.1k 82.07
T. Rowe Price U.s. Equity Research Etf Etf (TSPA) 0.0 $255k 6.6k 38.89
Invesco National Amt-free Municipal Bond Etf Etf (PZA) 0.0 $255k 11k 22.39
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.0 $255k 5.9k 43.14
Manulife Finl Corp Stock (MFC) 0.0 $252k 7.9k 31.96
Suncoast Select Growth Etf Etf (SEMG) 0.0 $250k 9.4k 26.50
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS) 0.0 $249k 2.5k 99.43
Pentair Stock (PNR) 0.0 $246k 2.4k 102.66
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) 0.0 $246k 9.6k 25.62
Mgic Invt Corp Wis Stock (MTG) 0.0 $244k 8.8k 27.84
Ft Vest U.s. Equity Buffer & Premium Income Etf - December Etf (XIDE) 0.0 $241k 7.9k 30.34
Public Svc Enterprise Grp Stock (PEG) 0.0 $240k 2.9k 84.17
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $239k 3.8k 63.14
Rithm Capital Corp Reit (RITM) 0.0 $238k 21k 11.29
Allstate Corp Stock (ALL) 0.0 $238k 1.2k 201.20
Oxford Lane Cap Corp Cef (OXLC) 0.0 $237k 57k 4.20
Rockwell Automation Stock (ROK) 0.0 $236k 709.00 332.17
Agnico Eagle Mines Stock (AEM) 0.0 $235k 2.0k 118.93
Horizon Bancorp Stock (HBNC) 0.0 $235k 15k 15.38
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.0 $235k 5.5k 42.74
Dollar Tree Stock (DLTR) 0.0 $234k 2.4k 99.04
Hess Corp Stock (HES) 0.0 $233k 1.7k 138.54
Ishares U.s. Utilities Etf Etf (IDU) 0.0 $233k 2.2k 104.57
Intuitive Surgical Stock (ISRG) 0.0 $232k 426.00 543.41
Marvell Technology Stock (MRVL) 0.0 $231k 3.0k 77.41
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) 0.0 $230k 5.4k 42.44
Blackrock Floating Rate Inc Tr Cef (BGT) 0.0 $230k 18k 12.52
Rio Tinto Adr (RIO) 0.0 $229k 3.9k 58.33
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.0 $229k 7.4k 30.83
Defiance Quantum Etf Etf (QTUM) 0.0 $228k 2.5k 91.81
Capital Group International Focus Equity Etf Etf (CGXU) 0.0 $228k 8.4k 27.13
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $225k 787.00 285.86
Primis Financial Corp Stock (FRST) 0.0 $224k 21k 10.85
Zscaler Stock (ZS) 0.0 $224k 712.00 313.94
First Cmnty Bankshares Inc Va Stock (FCBC) 0.0 $224k 5.7k 39.17
Access Treasury 0-1 Year Etf Etf (GBIL) 0.0 $223k 2.2k 100.15
Progressive Corp Stock (PGR) 0.0 $222k 832.00 266.92
Tcw Strategic Income Cef (TSI) 0.0 $221k 45k 4.88
Barings Bdc Cef (BBDC) 0.0 $221k 24k 9.14
Schwab International Equity Etf Etf (SCHF) 0.0 $221k 10k 22.10
Invesco S&p 500 Equal Weight Consumer Staples Etf Etf (RSPS) 0.0 $221k 7.4k 29.97
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $219k 3.5k 61.85
Aegon Ltd Amer Reg 1 Cert Adr (AEG) 0.0 $219k 30k 7.24
Sweetgreen Inc Com Cl A Stock (SG) 0.0 $218k 15k 14.88
Ishares U.s. Pharmaceuticals Etf Etf (IHE) 0.0 $218k 3.3k 65.54
Hca Healthcare Stock (HCA) 0.0 $218k 568.00 382.86
Choice Hotels Intl Stock (CHH) 0.0 $216k 1.7k 126.88
Global X Artificial Intelligence & Technology Etf Etf (AIQ) 0.0 $214k 4.9k 43.69
Eqt Corp Stock (EQT) 0.0 $214k 3.7k 58.32
Vanguard Russell 1000 Value Etf Etf (VONV) 0.0 $214k 2.5k 85.21
Nu Hldgs Ltd Ord Shs Cl A Stock (NU) 0.0 $214k 16k 13.72
Monster Beverage Corp Stock (MNST) 0.0 $213k 3.4k 62.64
Sap Se Adr (SAP) 0.0 $213k 699.00 304.10
Clorox Co Del Stock (CLX) 0.0 $211k 1.8k 120.07
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.0 $211k 8.3k 25.48
Real Estate Select Sector SPDR Fund Etf (XLRE) 0.0 $211k 5.1k 41.42
Invesco Bulletshares 2026 Municipal Bond Etf Etf (BSMQ) 0.0 $211k 9.0k 23.56
Eversource Energy Stock (ES) 0.0 $210k 3.3k 63.62
Reaves Util Income Fd Com Sh Ben Int Cef (UTG) 0.0 $210k 5.8k 36.18
Kroger Stock (KR) 0.0 $210k 2.9k 71.73
Vanguard Consumer Discretionary Etf Etf (VCR) 0.0 $210k 579.00 362.28
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS) 0.0 $209k 4.5k 46.55
Ishares Semiconductor Etf Etf (SOXX) 0.0 $207k 868.00 238.70
Quest Diagnostics Stock (DGX) 0.0 $206k 1.1k 179.60
Ishares Treasury Floating Rate Bond Etf Etf (TFLO) 0.0 $206k 4.1k 50.65
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA) 0.0 $205k 105.00 1956.47
Electronic Arts Stock (EA) 0.0 $205k 1.3k 159.70
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.0 $205k 2.3k 91.10
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.0 $205k 2.8k 72.82
Invesco Tr Invt Grade New York Cef (VTN) 0.0 $205k 20k 10.44
Ss&c Technologies Hldgs Stock (SSNC) 0.0 $205k 2.5k 82.81
Nuveen Mun Value Cef (NUV) 0.0 $204k 24k 8.69
Global X U.s. Preferred Etf Etf (PFFD) 0.0 $203k 11k 18.83
Msc Indl Direct Inc Cl A Stock (MSM) 0.0 $203k 2.4k 85.02
Dell Technologies Inc Cl C Stock (DELL) 0.0 $202k 1.7k 122.56
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ) 0.0 $202k 8.0k 25.41
Strategy Incorporated Stock (MSTR) 0.0 $202k 500.00 404.23
Ishares Ibonds Dec 2029 Term Muni Bond Etf Etf (IBMR) 0.0 $202k 8.0k 25.23
Avanos Med Stock (AVNS) 0.0 $193k 16k 12.24
Cintas Corp Stock (CTAS) 0.0 $193k 866.00 222.87
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 0.0 $192k 9.8k 19.65
Flaherty & Crumrine Pfd Secs I Cef (FFC) 0.0 $192k 12k 16.29
Dimensional Us Large Cap Value Etf Etf (DFLV) 0.0 $192k 6.2k 31.02
Ge Healthcare Technologies Stock (GEHC) 0.0 $191k 2.6k 74.07
Huntington Ingalls Inds Stock (HII) 0.0 $187k 774.00 241.61
Wabtec Stock (WAB) 0.0 $186k 890.00 209.35
Blackrock Cap Allocation Term Cef (BCAT) 0.0 $186k 12k 15.14
Moodys Corp Stock (MCO) 0.0 $186k 370.00 501.60
Freshworks Inc Class A Stock (FRSH) 0.0 $185k 12k 14.91
Blackrock Core Bd Tr Shs Ben Int Cef (BHK) 0.0 $184k 19k 9.72
HP Stock (HPQ) 0.0 $183k 7.5k 24.46
Leidos Holdings Stock (LDOS) 0.0 $182k 1.2k 157.76
Gallagher Arthur J & Co Stock (AJG) 0.0 $181k 565.00 320.12
Ppl Corp Stock (PPL) 0.0 $180k 5.3k 33.89
Vertiv Holdings Co Com Cl A Stock (VRT) 0.0 $179k 1.4k 128.41
Xcel Energy Stock (XEL) 0.0 $178k 2.6k 68.10
Spotify Technology S A Stock (SPOT) 0.0 $178k 232.00 767.33
Transunion Stock (TRU) 0.0 $174k 2.0k 88.01
Nuveen New Jersey Qult Mun Cef (NXJ) 0.0 $173k 15k 11.35
Vistra Corp Stock (VST) 0.0 $173k 894.00 193.77
Dt Midstream Stock (DTM) 0.0 $173k 1.6k 109.91
Nordson Corp Stock (NDSN) 0.0 $172k 802.00 214.37
Liberty All Star Equity Fd Sh Ben Int Cef (USA) 0.0 $171k 25k 6.81
Brookfield Real Assets Income Shs Ben Int Cef (RA) 0.0 $169k 13k 13.37
Valero Energy Corp Stock (VLO) 0.0 $169k 1.3k 134.46
Cdw Corp Stock (CDW) 0.0 $168k 941.00 178.51
Agnc Invt Corp Reit (AGNC) 0.0 $167k 18k 9.19
Tractor Supply Stock (TSCO) 0.0 $167k 3.2k 52.77
Constellation Brands Inc Cl A Stock (STZ) 0.0 $167k 1.0k 162.68
Verisk Analytics Stock (VRSK) 0.0 $165k 528.00 311.63
Idexx Labs Stock (IDXX) 0.0 $164k 305.00 536.34
Eaton Vance Muni Income Trust Sh Ben Int Cef (EVN) 0.0 $160k 16k 10.23
Public Storage Oper Reit (PSA) 0.0 $157k 535.00 293.42
Nuveen Quality Muncp Income Cef (NAD) 0.0 $156k 14k 11.29
D R Horton Stock (DHI) 0.0 $156k 1.2k 128.94
Broadridge Finl Solutions Stock (BR) 0.0 $151k 621.00 243.03
Jabil Stock (JBL) 0.0 $151k 690.00 218.20
Church & Dwight Stock (CHD) 0.0 $146k 1.5k 96.09
Star Group L P Unit Ltd Partnr Stock (SGU) 0.0 $146k 13k 11.70
Howmet Aerospace Stock (HWM) 0.0 $145k 778.00 186.23
Kenvue Stock (KVUE) 0.0 $144k 6.9k 20.93
Cognizant Technology Solutions Cl A Stock (CTSH) 0.0 $143k 1.8k 78.05
Blackrock Mun Income Tr Sh Ben Int Cef (BFK) 0.0 $142k 15k 9.59
Fastenal Stock (FAST) 0.0 $141k 3.4k 42.00
Nuveen Cr Strategies Income Cef (JQC) 0.0 $140k 26k 5.39
Ares Management Corporation Cl A Com Stk Stock (ARES) 0.0 $138k 796.00 173.20
Roper Technologies Stock (ROP) 0.0 $137k 242.00 566.84
Eog Res Stock (EOG) 0.0 $136k 1.1k 119.61
Jpmorgan Municipal Etf Etf (JMUB) 0.0 $128k 2.6k 49.64
Precigen Stock (PGEN) 0.0 $124k 88k 1.42
Mckesson Corp Stock (MCK) 0.0 $124k 169.00 734.23
Jpmorgan Active Value Etf Etf (JAVA) 0.0 $119k 1.8k 65.50
Wp Carey Reit (WPC) 0.0 $115k 1.8k 62.36
Smurfit Westrock Stock (SW) 0.0 $111k 2.6k 43.15
M & T Bk Corp Stock (MTB) 0.0 $105k 540.00 194.04
Walgreens Boots Alliance Stock 0.0 $104k 9.1k 11.48
Brown & Brown Stock (BRO) 0.0 $103k 933.00 110.87
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $103k 103k 1.00
Jpmorgan Active Bond Etf Etf (JBND) 0.0 $103k 1.9k 53.59
Vale S A Adr (VALE) 0.0 $102k 11k 9.71
Equinix Reit (EQIX) 0.0 $100k 126.00 795.47
Neuberger Berman Energy Infra Cef (NML) 0.0 $99k 11k 9.00
Richtech Robotics Inc Cl B Stock (RR) 0.0 $98k 50k 1.95
Mfs Inter Income Tr Sh Ben Int Cef (MIN) 0.0 $97k 36k 2.71
Prologis Reit (PLD) 0.0 $93k 881.00 105.14
Nuveen Floating Rate Income Cef (JFR) 0.0 $88k 10k 8.47
Caci Intl Inc Cl A Stock (CACI) 0.0 $86k 181.00 476.70
Snap On Stock (SNA) 0.0 $83k 265.00 311.18
Welltower Reit (WELL) 0.0 $80k 518.00 153.73
Canadian Nat Res Stock (CNQ) 0.0 $77k 2.5k 31.40
Prothena Corp Stock (PRTA) 0.0 $76k 13k 6.07
Icici Bank Adr (IBN) 0.0 $75k 2.2k 33.64
Hdfc Bank Adr (HDB) 0.0 $75k 982.00 76.67
Regeneron Pharmaceuticals Stock (REGN) 0.0 $73k 139.00 525.00
Atmos Energy Corp Stock (ATO) 0.0 $71k 458.00 154.11
Haleon Adr (HLN) 0.0 $69k 6.6k 10.37
Fortrea Hldgs Stock (FTRE) 0.0 $66k 13k 4.94
Voya Emerging Markets High Dividend Equity Fund Cef (IHD) 0.0 $65k 11k 5.94
Msci Stock (MSCI) 0.0 $65k 112.00 576.74
Diamondback Energy Stock (FANG) 0.0 $61k 447.00 137.40
Molson Coors Beverage Co Cl B Stock (TAP) 0.0 $61k 1.3k 48.09
Steris Plc Shs Usd Stock (STE) 0.0 $61k 252.00 240.22
Sempra Stock (SRE) 0.0 $58k 771.00 75.77
Defi Technologies Stock (DEFT) 0.0 $57k 19k 2.93
Viatris Stock (VTRS) 0.0 $56k 6.3k 8.93
Allspring Global Dividend Oppo Cef (EOD) 0.0 $54k 10k 5.39
Dominos Pizza Stock (DPZ) 0.0 $51k 113.00 450.60
Bentley Sys Inc Com Cl B Stock (BSY) 0.0 $51k 943.00 53.97
Henry Jack & Assoc Stock (JKHY) 0.0 $51k 281.00 180.17
New Gold Inc Cda Stock (NGD) 0.0 $50k 10k 4.95
Lennar Corp Cl A Stock (LEN) 0.0 $47k 425.00 110.61
Berkley W R Corp Stock (WRB) 0.0 $43k 586.00 73.47
Novagold Res Stock (NG) 0.0 $41k 10k 4.09
Western Midstream Partners Lp Com Unit Lp Int Stock (WES) 0.0 $39k 1.0k 38.70
Northern Dynasty Minerals Stock (NAK) 0.0 $35k 26k 1.34
Keurig Dr Pepper Stock (KDP) 0.0 $33k 1.0k 33.06
British Amern Tob Adr (BTI) 0.0 $30k 628.00 47.33
Ross Stores Stock (ROST) 0.0 $30k 231.00 127.58
Odyssey Marine Expl Stock (OMEX) 0.0 $22k 19k 1.18
Waste Connections Stock (WCN) 0.0 $17k 90.00 186.72
Ensign Group Stock (ENSG) 0.0 $16k 104.00 154.26
Targa Res Corp Stock (TRGP) 0.0 $15k 88.00 174.08
Gartner Stock (IT) 0.0 $14k 34.00 404.21
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) 0.0 $14k 247.00 55.28
Mira Pharmaceuticals Stock (MIRA) 0.0 $12k 10k 1.21
Vista Gold Corp Stock (VGZ) 0.0 $11k 11k 0.98
Thomson Reuters Corp Stock (TRI) 0.0 $9.1k 45.00 201.13
Liberty Media Corp Del Com Lbty One S C Stock (FWONK) 0.0 $9.0k 86.00 104.50
Ishares U.s. Thematic Rotation Active Etf Etf (THRO) 0.0 $8.2k 230.00 35.58
Encompass Health Corp Stock (EHC) 0.0 $8.1k 66.00 122.09
Kinetik Holdings Inc Com New Cl A Stock (KNTK) 0.0 $6.9k 156.00 44.05
Arch Cap Group Ltd Ord Stock (ACGL) 0.0 $6.0k 66.00 91.05
Resmed Stock (RMD) 0.0 $5.2k 20.00 258.00
Paccar Stock (PCAR) 0.0 $5.0k 53.00 95.06
Caseys Gen Stores Stock (CASY) 0.0 $4.6k 9.00 510.22
Hunt J B Trans Svcs Stock (JBHT) 0.0 $3.6k 25.00 143.60
Safety Shot Stock (SHOT) 0.0 $3.3k 10k 0.33
Monolithic Pwr Sys Stock (MPWR) 0.0 $2.9k 4.00 731.50
Ishares Core International Aggregate Bond Etf Etf (IAGG) 0.0 $2.5k 48.00 51.42
Pool Corp Stock (POOL) 0.0 $1.2k 4.00 291.50
Zomedica Corp Stock (ZOMDF) 0.0 $456.520000 11k 0.04