Cary Street Partner Investment Advisory

Cary Street Partners Investment Advisory as of March 31, 2025

Portfolio Holdings for Cary Street Partners Investment Advisory

Cary Street Partners Investment Advisory holds 567 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
Apple Stock (AAPL) 4.1 $7.0M 32k 222.13
Microsoft Corp Stock (MSFT) 3.7 $6.5M 17k 375.39
Nvidia Corporation Stock (NVDA) 2.4 $4.2M 39k 108.38
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 2.2 $3.8M 47k 80.37
Targa Res Corp Stock (TRGP) 1.8 $3.1M 15k 200.47
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 1.7 $3.0M 58k 51.07
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 1.7 $2.9M 157k 18.59
Amazon Stock (AMZN) 1.6 $2.7M 14k 190.26
Visa Inc Com Cl A Stock (V) 1.4 $2.5M 7.0k 350.46
Meta Platforms Inc Cl A Stock (META) 1.4 $2.4M 4.1k 576.36
Enterprise Prods Partners Stock (EPD) 1.3 $2.3M 68k 34.14
Jpmorgan Chase & Co Stock (JPM) 1.2 $2.1M 8.6k 245.30
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS) 1.2 $2.1M 21k 100.89
Broadcom Stock (AVGO) 1.1 $1.9M 12k 167.43
Western Midstream Partners Lp Com Unit Lp Int Stock (WES) 1.1 $1.9M 47k 40.96
Eli Lilly & Co Stock (LLY) 1.1 $1.9M 2.2k 825.91
Mastercard Incorporated Cl A Stock (MA) 1.1 $1.8M 3.4k 548.12
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.1 $1.8M 12k 154.64
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 1.0 $1.8M 35k 50.85
Williams Cos Stock (WMB) 1.0 $1.7M 29k 59.76
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.0 $1.7M 11k 156.23
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.9 $1.6M 18k 91.73
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.9 $1.6M 3.1k 532.58
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.9 $1.5M 33k 46.08
Abbvie Stock (ABBV) 0.8 $1.4M 6.9k 209.52
Home Depot Stock (HD) 0.8 $1.4M 3.9k 366.49
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.8 $1.4M 38k 36.41
Unitedhealth Group Stock (UNH) 0.8 $1.3M 2.6k 523.75
Costco Whsl Corp Stock (COST) 0.7 $1.3M 1.4k 945.78
S&p Global Stock (SPGI) 0.7 $1.3M 2.5k 508.10
Ishares Core S&p 500 Etf Etf (IVV) 0.7 $1.2M 2.2k 561.90
Abbott Labs Stock (ABT) 0.7 $1.2M 9.0k 132.65
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.7 $1.2M 44k 26.20
Exxon Mobil Corp Stock (XOM) 0.6 $1.1M 9.3k 118.93
Accenture Plc Ireland Shs Class A Stock (ACN) 0.6 $1.1M 3.5k 312.06
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.6 $1.1M 14k 77.07
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.6 $1.1M 13k 79.47
Philip Morris Intl Stock (PM) 0.6 $1.0M 6.6k 158.73
Walmart Stock (WMT) 0.6 $999k 11k 87.79
Oneok Stock (OKE) 0.6 $968k 9.8k 99.23
Marsh & Mclennan Cos Stock (MMC) 0.5 $923k 3.8k 244.03
Chevron Corp Stock (CVX) 0.5 $919k 5.5k 167.29
Mcdonalds Corp Stock (MCD) 0.5 $889k 2.8k 312.37
Intuit Stock (INTU) 0.5 $881k 1.4k 614.00
Amphenol Corp New Cl A Stock (APH) 0.5 $831k 13k 65.59
Qualcomm Stock (QCOM) 0.5 $826k 5.4k 153.61
Automatic Data Processing Stock (ADP) 0.5 $781k 2.6k 305.53
Jpmorgan Active Growth Etf Etf (JGRO) 0.4 $766k 10k 73.79
Motorola Solutions Stock (MSI) 0.4 $766k 1.7k 437.95
Tesla Stock (TSLA) 0.4 $737k 2.8k 259.16
Stryker Corporation Stock (SYK) 0.4 $727k 2.0k 372.25
Ishares S&p 500 Growth Etf Etf (IVW) 0.4 $708k 7.6k 92.83
Taiwan Semiconductor Mfg Adr (TSM) 0.4 $685k 4.1k 166.00
Salesforce Stock (CRM) 0.4 $684k 2.5k 268.36
Netflix Stock (NFLX) 0.4 $680k 729.00 932.54
Eaton Corp Stock (ETN) 0.4 $674k 2.5k 271.81
Jpmorgan Core Plus Bond Etf Etf (JCPB) 0.4 $653k 14k 47.04
Rtx Corporation Stock (RTX) 0.4 $652k 4.9k 132.46
Eog Res Stock (EOG) 0.4 $648k 5.0k 128.24
Zoetis Inc Cl A Stock (ZTS) 0.4 $637k 3.9k 164.65
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.4 $614k 3.6k 170.89
Broadridge Finl Solutions Stock (BR) 0.3 $604k 2.5k 242.46
Nextera Energy Stock (NEE) 0.3 $601k 8.5k 70.88
Procter And Gamble Stock (PG) 0.3 $599k 3.5k 170.42
Linde Stock (LIN) 0.3 $576k 1.2k 465.63
Sherwin Williams Stock (SHW) 0.3 $576k 1.6k 349.19
Jpmorgan Active Value Etf Etf (JAVA) 0.3 $575k 9.0k 63.54
Intercontinental Exchange Stock (ICE) 0.3 $569k 3.3k 172.50
Cisco Sys Stock (CSCO) 0.3 $563k 9.1k 61.71
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.3 $562k 7.2k 78.38
Jpmorgan Betabuilders International Equity Etf Etf (BBIN) 0.3 $559k 9.1k 61.51
Bank America Corp Stock (BAC) 0.3 $552k 13k 41.73
Tjx Cos Stock (TJX) 0.3 $550k 4.5k 121.80
Blackstone Stock (BX) 0.3 $548k 3.9k 139.78
Mondelez Intl Inc Cl A Stock (MDLZ) 0.3 $546k 8.0k 67.85
Comcast Corp New Cl A Stock (CMCSA) 0.3 $545k 15k 36.90
Tractor Supply Stock (TSCO) 0.3 $544k 9.9k 55.10
Johnson & Johnson Stock (JNJ) 0.3 $538k 3.2k 165.84
T-mobile Us Stock (TMUS) 0.3 $533k 2.0k 266.79
Six Flags Entertainment Corp Stock (FUN) 0.3 $532k 15k 35.60
Ishares S&p 500 Value Etf Etf (IVE) 0.3 $526k 2.8k 190.58
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.3 $525k 6.3k 83.00
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.3 $524k 11k 48.76
Antero Midstream Corp Stock (AM) 0.3 $522k 29k 18.00
Merck & Co Stock (MRK) 0.3 $513k 5.7k 89.76
Ge Aerospace Stock (GE) 0.3 $513k 2.6k 200.15
Gallagher Arthur J & Co Stock (AJG) 0.3 $513k 1.5k 345.36
Vanguard Short-term Bond Etf Etf (BSV) 0.3 $510k 6.5k 78.28
Asml Holding N V N Y Registry Adr (ASML) 0.3 $510k 769.00 662.63
Chubb Stock (CB) 0.3 $510k 1.7k 301.99
Technology Select Sector SPDR Fund Etf (XLK) 0.3 $499k 2.4k 206.48
Fiserv Stock (FI) 0.3 $496k 2.2k 220.83
Verizon Communications Stock (VZ) 0.3 $476k 11k 45.36
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.3 $475k 12k 39.36
Union Pac Corp Stock (UNP) 0.3 $473k 2.0k 236.22
Sempra Stock (SRE) 0.3 $470k 6.6k 71.36
Oracle Corp Stock (ORCL) 0.3 $467k 3.3k 139.81
Lowes Cos Stock (LOW) 0.3 $457k 2.0k 233.22
Pepsico Stock (PEP) 0.3 $453k 3.0k 149.94
Booking Holdings Stock (BKNG) 0.3 $452k 98.00 4606.90
Msci Stock (MSCI) 0.3 $441k 779.00 565.50
Caseys Gen Stores Stock (CASY) 0.3 $437k 1.0k 434.17
Morgan Stanley Stock (MS) 0.3 $436k 3.7k 116.69
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.2 $432k 4.2k 103.75
Jpmorgan Income Etf Etf (JPIE) 0.2 $427k 9.3k 46.07
Amgen Stock (AMGN) 0.2 $424k 1.4k 311.54
Ishares Mbs Etf Etf (MBB) 0.2 $416k 4.4k 93.78
Wec Energy Group Stock (WEC) 0.2 $415k 3.8k 109.00
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $414k 739.00 559.67
American Wtr Wks Stock (AWK) 0.2 $412k 2.8k 147.52
Republic Svcs Stock (RSG) 0.2 $401k 1.7k 242.24
Honeywell Intl Stock (HON) 0.2 $394k 1.9k 211.75
American Express Stock (AXP) 0.2 $391k 1.5k 269.05
Steris Plc Shs Usd Stock (STE) 0.2 $389k 1.7k 226.65
Ishares Msci Eafe Value Etf Etf (EFV) 0.2 $381k 6.5k 58.94
Blackrock Stock (BLK) 0.2 $376k 397.00 946.46
Thermo Fisher Scientific Stock (TMO) 0.2 $375k 754.00 497.59
Waste Mgmt Inc Del Stock (WM) 0.2 $373k 1.6k 231.51
Wells Fargo Stock (WFC) 0.2 $373k 5.2k 71.79
Ishares Flexible Income Active Etf Etf (BINC) 0.2 $373k 7.1k 52.38
Equinix Reit (EQIX) 0.2 $370k 454.00 815.35
Northrop Grumman Corp Stock (NOC) 0.2 $369k 720.00 512.01
Cintas Corp Stock (CTAS) 0.2 $368k 1.8k 205.54
Nasdaq Stock (NDAQ) 0.2 $366k 4.8k 75.86
International Business Machs Stock (IBM) 0.2 $359k 1.4k 248.66
Starbucks Corp Stock (SBUX) 0.2 $357k 3.6k 98.10
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN) 0.2 $355k 6.1k 58.06
Ross Stores Stock (ROST) 0.2 $355k 2.8k 127.80
Ameriprise Finl Stock (AMP) 0.2 $355k 733.00 484.11
Adobe Stock (ADBE) 0.2 $350k 912.00 383.53
Gilead Sciences Stock (GILD) 0.2 $350k 3.1k 112.05
Cencora Stock (COR) 0.2 $345k 1.2k 278.09
Coca Cola Stock (KO) 0.2 $344k 4.8k 71.62
Danaher Corporation Stock (DHR) 0.2 $337k 1.6k 205.00
Goldman Sachs Group Stock (GS) 0.2 $337k 617.00 546.32
Texas Instrs Stock (TXN) 0.2 $331k 1.8k 179.72
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO) 0.2 $325k 5.5k 58.94
Schlumberger Ltd Com Stk Stock (SLB) 0.2 $323k 7.7k 41.80
Bristol-myers Squibb Stock (BMY) 0.2 $321k 5.3k 60.99
Caterpillar Stock (CAT) 0.2 $320k 970.00 329.80
Grainger W W Stock (GWW) 0.2 $319k 323.00 987.82
Canadian Nat Res Stock (CNQ) 0.2 $311k 10k 30.80
Servicenow Stock (NOW) 0.2 $308k 387.00 796.15
American Tower Corp Reit (AMT) 0.2 $307k 1.4k 217.60
Ppl Corp Stock (PPL) 0.2 $306k 8.5k 36.11
Jpmorgan Nasdaq Equity Premium Inncome Etf Etf (JEPQ) 0.2 $303k 5.9k 51.78
Henry Jack & Assoc Stock (JKHY) 0.2 $303k 1.7k 182.70
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.2 $299k 5.2k 57.14
Corteva Stock (CTVA) 0.2 $294k 4.7k 62.93
Wabtec Stock (WAB) 0.2 $291k 1.6k 181.40
Atmos Energy Corp Stock (ATO) 0.2 $289k 1.9k 154.58
Schwab Charles Corp Stock (SCHW) 0.2 $286k 3.7k 78.28
Elevance Health Stock (ELV) 0.2 $285k 656.00 435.00
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.2 $282k 5.2k 53.97
Dimensional National Municipal Bond Etf Etf (DFNM) 0.2 $281k 5.9k 47.57
Kla Corp Stock (KLAC) 0.2 $277k 407.00 679.81
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.2 $276k 9.8k 28.15
Watsco Stock (WSO) 0.2 $275k 541.00 508.63
Norfolk Southn Corp Stock (NSC) 0.2 $275k 1.2k 236.85
Welltower Reit (WELL) 0.2 $273k 1.8k 153.21
L3harris Technologies Stock (LHX) 0.2 $272k 1.3k 209.31
Kinsale Cap Group Stock (KNSL) 0.2 $269k 552.00 486.73
Allstate Corp Stock (ALL) 0.2 $268k 1.3k 207.00
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) 0.2 $268k 5.5k 48.44
Willis Towers Watson Stock (WTW) 0.2 $267k 790.00 337.95
Sap Se Adr (SAP) 0.2 $266k 992.00 268.44
Health Care Select Sector SPDR Fund Etf (XLV) 0.2 $266k 1.8k 146.01
Prologis Reit (PLD) 0.2 $264k 2.4k 111.79
Pool Corp Stock (POOL) 0.2 $264k 828.00 318.54
Kinetik Holdings Inc Com New Cl A Stock (KNTK) 0.2 $260k 5.0k 52.00
Arch Cap Group Ltd Ord Stock (ACGL) 0.1 $259k 2.7k 96.18
Fastenal Stock (FAST) 0.1 $258k 3.3k 77.56
At&t Stock (T) 0.1 $258k 9.1k 28.28
Emerson Elec Stock (EMR) 0.1 $253k 2.3k 109.64
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $253k 3.3k 76.57
Jpmorgan Active Bond Etf Etf (JBND) 0.1 $249k 4.7k 53.52
Keurig Dr Pepper Stock (KDP) 0.1 $248k 7.3k 34.22
Jpmorgan Betabuilders U.s. Aggregate Bond Etf Etf (BBAG) 0.1 $248k 5.4k 46.11
Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $244k 2.4k 100.00
Cheniere Energy Stock (LNG) 0.1 $243k 1.0k 231.48
Regeneron Pharmaceuticals Stock (REGN) 0.1 $236k 372.00 634.17
Illinois Tool Wks Stock (ITW) 0.1 $235k 948.00 248.00
Snap On Stock (SNA) 0.1 $234k 694.00 337.26
Astrazeneca Adr (AZN) 0.1 $234k 3.2k 73.50
Lockheed Martin Corp Stock (LMT) 0.1 $233k 521.00 446.71
Trane Technologies Stock (TT) 0.1 $232k 688.00 336.91
Brown & Brown Stock (BRO) 0.1 $232k 1.9k 124.40
Capital One Finl Corp Stock (COF) 0.1 $229k 1.3k 179.30
Resmed Stock (RMD) 0.1 $228k 1.0k 223.74
Southern Stock (SO) 0.1 $228k 2.5k 91.95
Marriott Intl Inc New Cl A Stock (MAR) 0.1 $227k 954.00 238.26
Paychex Stock (PAYX) 0.1 $225k 1.5k 154.28
Gartner Stock (IT) 0.1 $225k 535.00 419.74
Waste Connections Stock (WCN) 0.1 $223k 1.1k 195.23
Kinder Morgan Inc Del Stock (KMI) 0.1 $222k 7.8k 28.53
Pnc Finl Svcs Group Stock (PNC) 0.1 $221k 1.3k 175.77
Boston Scientific Corp Stock (BSX) 0.1 $220k 2.2k 100.88
Duke Energy Corp Stock (DUK) 0.1 $220k 1.8k 121.97
M & T Bk Corp Stock (MTB) 0.1 $217k 1.2k 178.75
Uber Technologies Stock (UBER) 0.1 $217k 3.0k 72.86
Cvs Health Corp Stock (CVS) 0.1 $217k 3.2k 67.75
Nucor Corp Stock (NUE) 0.1 $217k 1.8k 120.34
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.1 $215k 2.6k 82.31
Deere & Co Stock (DE) 0.1 $214k 455.00 469.35
Monolithic Pwr Sys Stock (MPWR) 0.1 $212k 365.00 579.44
Yum Brands Stock (YUM) 0.1 $208k 1.3k 157.36
Berkley W R Corp Stock (WRB) 0.1 $208k 2.9k 71.16
Applied Matls Stock (AMAT) 0.1 $208k 1.4k 145.12
Mckesson Corp Stock (MCK) 0.1 $201k 299.00 673.00
Copart Stock (CPRT) 0.1 $200k 3.5k 56.59
Shell Plc Spon Ads Adr (SHEL) 0.1 $198k 2.7k 73.28
Dominos Pizza Stock (DPZ) 0.1 $198k 431.00 459.23
Cdw Corp Stock (CDW) 0.1 $198k 1.2k 160.26
Darden Restaurants Stock (DRI) 0.1 $197k 946.00 207.78
Royal Caribbean Group Stock (RCL) 0.1 $196k 954.00 205.44
Otis Worldwide Corp Stock (OTIS) 0.1 $195k 1.9k 103.23
Intuitive Surgical Stock (ISRG) 0.1 $194k 392.00 495.27
Diamondback Energy Stock (FANG) 0.1 $191k 1.2k 159.88
Ensign Group Stock (ENSG) 0.1 $191k 1.5k 129.40
Kkr & Co Stock (KKR) 0.1 $190k 1.6k 115.61
Becton Dickinson & Co Stock (BDX) 0.1 $190k 828.00 229.18
Altria Group Stock (MO) 0.1 $188k 3.1k 60.02
Ebay Stock (EBAY) 0.1 $187k 2.8k 67.73
Medtronic Stock (MDT) 0.1 $186k 2.1k 89.86
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.1 $185k 1.8k 104.58
Conocophillips Stock (COP) 0.1 $184k 1.8k 105.03
Disney Walt Stock (DIS) 0.1 $183k 1.9k 98.70
iShares U.S. Technology ETF Etf (IYW) 0.1 $182k 1.3k 140.44
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $180k 3.3k 55.09
Constellation Brands Inc Cl A Stock (STZ) 0.1 $179k 973.00 183.51
Ansys Stock (ANSS) 0.1 $179k 564.00 316.56
United Parcel Service Inc Cl B Stock (UPS) 0.1 $178k 1.6k 110.00
Progressive Corp Stock (PGR) 0.1 $176k 622.00 283.00
Quest Diagnostics Stock (DGX) 0.1 $176k 1.0k 169.20
Discover Finl Svcs Stock 0.1 $175k 1.0k 170.71
Travelers Companies Stock (TRV) 0.1 $172k 650.00 264.48
Clearway Energy Inc Cl C Stock (CWEN) 0.1 $171k 5.6k 30.27
Csx Corp Stock (CSX) 0.1 $171k 5.8k 29.43
Vanguard S&p 500 Etf Etf (VOO) 0.1 $170k 331.00 513.91
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $169k 1.7k 98.92
Alibaba Group Hldg Adr (BABA) 0.1 $166k 1.3k 132.23
Tcw Flexible Income Etf Etf (FLXR) 0.1 $166k 4.2k 39.17
Hershey Stock (HSY) 0.1 $165k 963.00 171.03
Parker-hannifin Corp Stock (PH) 0.1 $164k 270.00 607.85
Te Connectivity Plc Ord Stock (TEL) 0.1 $163k 1.2k 141.32
Ss&c Technologies Hldgs Stock (SSNC) 0.1 $161k 1.9k 83.53
Ishares Gold Trust Etf (IAU) 0.1 $160k 2.7k 58.96
Johnson Ctls Intl Stock (JCI) 0.1 $160k 2.0k 80.11
Synopsys Stock (SNPS) 0.1 $157k 367.00 428.85
Analog Devices Stock (ADI) 0.1 $157k 777.00 201.67
Consumer Discretionary Select Sector SPDR Fund Etf (XLY) 0.1 $153k 776.00 197.47
Citigroup Stock (C) 0.1 $152k 2.1k 70.99
Palo Alto Networks Stock (PANW) 0.1 $152k 891.00 170.64
Air Prods & Chems Stock (APD) 0.1 $151k 511.00 294.92
Autozone Stock (AZO) 0.1 $149k 39.00 3812.83
Novo-nordisk A S Adr (NVO) 0.1 $148k 2.1k 69.44
Constellation Energy Corp Stock (CEG) 0.1 $147k 729.00 201.63
Eqt Corp Stock (EQT) 0.1 $138k 2.6k 53.43
Nordson Corp Stock (NDSN) 0.1 $138k 682.00 201.80
Ishares S&p 100 Etf Etf (OEF) 0.1 $137k 505.00 270.83
Vulcan Matls Stock (VMC) 0.1 $136k 582.00 233.33
Vanguard Value Etf Etf (VTV) 0.1 $136k 785.00 172.74
Arista Networks Stock (ANET) 0.1 $136k 1.7k 77.48
Vertex Pharmaceuticals Stock (VRTX) 0.1 $132k 273.00 484.82
Consumer Staples Select Sector SPDR Fund Etf (XLP) 0.1 $131k 1.6k 81.67
Vanguard Growth Etf Etf (VUG) 0.1 $131k 354.00 370.82
Paypal Hldgs Stock (PYPL) 0.1 $131k 2.0k 65.25
Truist Finl Corp Stock (TFC) 0.1 $130k 3.1k 41.15
Novartis Adr (NVS) 0.1 $129k 1.2k 111.48
Smurfit Westrock Stock (SW) 0.1 $128k 2.8k 45.06
Ares Management Corporation Cl A Com Stk Stock (ARES) 0.1 $127k 865.00 146.61
Church & Dwight Stock (CHD) 0.1 $126k 1.1k 110.09
Labcorp Holdings Stock (LH) 0.1 $126k 543.00 232.74
Target Corp Stock (TGT) 0.1 $126k 1.2k 104.36
Vertiv Holdings Co Com Cl A Stock (VRT) 0.1 $125k 1.7k 72.20
Boeing Stock (BA) 0.1 $125k 732.00 170.55
Ge Healthcare Technologies Stock (GEHC) 0.1 $123k 1.5k 80.73
Fortinet Stock (FTNT) 0.1 $122k 1.3k 96.26
Spdr Gold Shares Etf (GLD) 0.1 $122k 422.00 288.14
Dell Technologies Inc Cl C Stock (DELL) 0.1 $121k 1.3k 91.15
3M Stock (MMM) 0.1 $121k 822.00 146.86
Moodys Corp Stock (MCO) 0.1 $120k 257.00 465.67
Financial Select Sector SPDR Fund Etf (XLF) 0.1 $118k 2.4k 49.81
Dollar Tree Stock (DLTR) 0.1 $116k 1.5k 75.07
Advanced Micro Devices Stock (AMD) 0.1 $116k 1.1k 102.73
Oreilly Automotive Stock (ORLY) 0.1 $115k 80.00 1432.57
Doordash Inc Cl A Stock (DASH) 0.1 $114k 623.00 182.77
General Dynamics Corp Stock (GD) 0.1 $111k 408.00 272.58
Totalenergies Se Adr (TTE) 0.1 $109k 1.7k 64.69
Kenvue Stock (KVUE) 0.1 $108k 4.5k 23.98
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $105k 606.00 173.23
General Mls Stock (GIS) 0.1 $103k 1.7k 59.79
Lam Research Corp Stock (LRCX) 0.1 $103k 1.4k 72.70
American Intl Group Stock (AIG) 0.1 $101k 1.2k 86.94
Us Bancorp Del Stock (USB) 0.1 $100k 2.4k 42.22
The Cigna Group Stock (CI) 0.1 $99k 300.00 329.00
Caci Intl Inc Cl A Stock (CACI) 0.1 $97k 264.00 366.92
Halliburton Stock (HAL) 0.1 $95k 3.7k 25.37
Dimensional Us Large Cap Value Etf Etf (DFLV) 0.1 $95k 3.1k 30.57
Verisk Analytics Stock (VRSK) 0.1 $95k 318.00 297.62
Unilever Adr (UL) 0.1 $94k 1.6k 59.55
Kroger Stock (KR) 0.1 $94k 1.4k 67.69
Ferguson Enterprises Stock (FERG) 0.1 $94k 585.00 160.23
Equifax Stock (EFX) 0.1 $92k 379.00 243.57
Ishares Aaa Clo Active Etf Etf (CLOA) 0.1 $92k 1.8k 51.78
Micron Technology Stock (MU) 0.1 $91k 1.1k 86.89
Toyota Motor Corp Ads Adr (TM) 0.1 $90k 512.00 176.53
Entergy Corp Stock (ETR) 0.1 $90k 1.1k 85.49
Cboe Global Mkts Stock (CBOE) 0.1 $89k 393.00 226.29
Ecolab Stock (ECL) 0.1 $89k 350.00 253.52
Utilities Select Sector SPDR Fund Etf (XLU) 0.1 $87k 1.1k 78.85
Electronic Arts Stock (EA) 0.0 $87k 599.00 144.52
Communication Services Select Sector SPDR Fund Etf (XLC) 0.0 $86k 891.00 96.45
Aon Plc Shs Cl A Stock (AON) 0.0 $86k 215.00 399.10
Sysco Corp Stock (SYY) 0.0 $86k 1.1k 75.04
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $85k 1.0k 84.40
Blue Owl Capital Corporation Cef (OBDC) 0.0 $85k 5.8k 14.66
Fortive Corp Stock (FTV) 0.0 $80k 1.1k 73.18
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $78k 220.00 352.58
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Realty Income Corp Reit (O) 0.0 $77k 1.3k 58.02
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Dow Stock (DOW) 0.0 $58k 1.7k 34.91
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Fedex Corp Stock (FDX) 0.0 $46k 188.00 243.78
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Nike Inc Cl B Stock (NKE) 0.0 $43k 672.00 63.48
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Clorox Co Del Stock (CLX) 0.0 $39k 263.00 147.25
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Ford Mtr Stock (F) 0.0 $37k 3.7k 10.03
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Vanguard International High Dividend Yield Etf Etf (VYMI) 0.0 $37k 499.00 73.69
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Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $34k 355.00 95.47
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Evergy Stock (EVRG) 0.0 $34k 488.00 69.01
Occidental Pete Corp Stock (OXY) 0.0 $34k 679.00 49.36
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Packaging Corp Amer Stock (PKG) 0.0 $33k 167.00 198.02
Masco Corp Stock (MAS) 0.0 $33k 470.00 69.54
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Markel Group Stock (MKL) 0.0 $32k 17.00 1869.67
BP Adr (BP) 0.0 $32k 940.00 33.79
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Humana Stock (HUM) 0.0 $31k 118.00 264.58
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Darling Ingredients Stock (DAR) 0.0 $30k 955.00 31.24
Agnc Invt Corp Reit (AGNC) 0.0 $29k 3.1k 9.58
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.0 $29k 102.00 282.55
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Devon Energy Corp Stock (DVN) 0.0 $27k 731.00 37.40
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Bank Montreal Que Stock (BMO) 0.0 $26k 273.00 95.51
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Steel Dynamics Stock (STLD) 0.0 $25k 196.00 125.08
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Dupont De Nemours Stock (DD) 0.0 $24k 323.00 74.68
Iron Mtn Inc Del Reit (IRM) 0.0 $24k 279.00 86.00
Apollo Global Mgmt Stock (APO) 0.0 $24k 175.00 136.95
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 0.0 $24k 400.00 59.68
Corning Stock (GLW) 0.0 $23k 512.00 45.78
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.0 $23k 331.00 70.41
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Walgreens Boots Alliance Stock 0.0 $23k 2.0k 11.25
Vanguard Energy Etf Etf (VDE) 0.0 $22k 170.00 129.71
Leidos Holdings Stock (LDOS) 0.0 $22k 162.00 134.93
Diageo Adr (DEO) 0.0 $21k 200.00 104.77
Nisource Stock (NI) 0.0 $21k 522.00 40.09
Twilio Inc Cl A Stock (TWLO) 0.0 $21k 209.00 97.91
Energy Select Sector SPDR Fund Etf (XLE) 0.0 $20k 217.00 93.45
Zimmer Biomet Holdings Stock (ZBH) 0.0 $20k 178.00 113.18
Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.0 $20k 481.00 41.62
Spdr S&p Biotech Etf Etf (XBI) 0.0 $20k 245.00 81.10
HP Stock (HPQ) 0.0 $20k 708.00 27.69
Veeva Sys Inc Cl A Stock (VEEV) 0.0 $20k 84.00 231.64
Mosaic Stock (MOS) 0.0 $19k 689.00 27.01
Everest Group Stock (EG) 0.0 $18k 49.00 363.33
Carlyle Group Stock (CG) 0.0 $18k 408.00 43.59
Starwood Ppty Tr Reit (STWD) 0.0 $18k 898.00 19.77
Ralph Lauren Corp Cl A Stock (RL) 0.0 $17k 79.00 220.74
Pentair Stock (PNR) 0.0 $17k 199.00 87.48
Dimensional International Value Etf Etf (DFIV) 0.0 $17k 435.00 39.36
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Nutrien Stock (NTR) 0.0 $14k 289.00 49.67
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Kayne Anderson Energy Infrstr Cef (KYN) 0.0 $13k 1.0k 12.83
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Deutsche Bank A G Namen Akt Stock (DB) 0.0 $13k 525.00 23.83
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Vale S A Adr (VALE) 0.0 $12k 1.2k 9.98
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Conagra Brands Stock (CAG) 0.0 $11k 429.00 26.67
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Pinnacle Finl Partners Stock (PNFP) 0.0 $11k 105.00 106.08
Jacobs Solutions Stock (J) 0.0 $11k 92.00 120.88
Medpace Hldgs Stock (MEDP) 0.0 $11k 35.00 304.71
Lincoln Elec Hldgs Stock (LECO) 0.0 $11k 56.00 189.14
Viatris Stock (VTRS) 0.0 $11k 1.2k 8.71
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Jpmorgan U.s. Quality Factor Etf Etf (JQUA) 0.0 $10k 185.00 56.47
Janus Henderson AAA CLO ETF Etf (JAAA) 0.0 $10k 200.00 50.71
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Udr Reit (UDR) 0.0 $9.8k 218.00 45.17
Saba Closed End Funds Etf Etf (CEFS) 0.0 $9.8k 460.00 21.33
Ulta Beauty Stock (ULTA) 0.0 $9.5k 26.00 366.53
Primo Brands Corporation Class A Stock (PRMB) 0.0 $8.8k 249.00 35.49
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $8.7k 186.00 46.81
Juniper Networks Stock (JNPR) 0.0 $8.6k 239.00 36.19
Weyerhaeuser Co Mtn Be Reit (WY) 0.0 $8.4k 287.00 29.29
Dynatrace Stock (DT) 0.0 $7.8k 166.00 47.15
Ishares Core Msci Europe Etf Etf (IEUR) 0.0 $7.8k 129.00 60.13
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $7.4k 43.00 172.22
Halozyme Therapeutics Stock (HALO) 0.0 $7.3k 114.00 63.85
Fmc Corp Stock (FMC) 0.0 $7.1k 167.00 42.25
Materials Select Sector Spdr Fund Etf (XLB) 0.0 $7.0k 81.00 85.98
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Sofi Technologies Stock (SOFI) 0.0 $6.8k 586.00 11.63
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $6.8k 83.00 81.77
Mueller Inds Stock (MLI) 0.0 $6.8k 89.00 76.13
Cloudflare Inc Cl A Stock (NET) 0.0 $6.6k 59.00 112.69
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Cgi Inc Cl A Sub Vtg Stock (GIB) 0.0 $6.3k 63.00 99.83
Fs Kkr Cap Corp Cef (FSK) 0.0 $6.3k 300.00 20.95
Southstate Corporation Stock 0.0 $6.2k 67.00 92.81
Docusign Stock (DOCU) 0.0 $6.2k 76.00 81.39
Csw Industrials Stock (CSW) 0.0 $6.1k 21.00 291.53
Atlantic Un Bankshares Corp Stock (AUB) 0.0 $5.9k 190.00 31.13
Toast Inc Cl A Stock (TOST) 0.0 $5.8k 176.00 33.17
Msc Indl Direct Inc Cl A Stock (MSM) 0.0 $5.0k 64.00 77.67
Organon & Co Stock (OGN) 0.0 $4.5k 304.00 14.89
Pure Storage Inc Cl A Stock (PSTG) 0.0 $4.4k 99.00 44.27
Vanguard Long-term Corporate Bond Etf Etf (VCLT) 0.0 $4.2k 55.00 75.91
Aegon Ltd Amer Reg 1 Cert Adr (AEG) 0.0 $4.1k 625.00 6.59
Townebank Portsmouth Va Stock (TOWN) 0.0 $3.6k 105.00 34.20
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Fomento Economico Mexicano Sab Adr (FMX) 0.0 $3.5k 36.00 97.59
Ingredion Stock (INGR) 0.0 $3.4k 25.00 135.25
First Merchants Corp Stock (FRME) 0.0 $3.3k 82.00 40.44
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.0 $3.3k 51.00 64.20
Cal Maine Foods Stock (CALM) 0.0 $3.3k 36.00 90.90
Upwork Stock (UPWK) 0.0 $3.3k 250.00 13.05
Fortune Brands Innovations Stock (FBIN) 0.0 $3.0k 50.00 60.88
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $3.0k 67.00 45.25
Ishares Treasury Floating Rate Bond Etf Etf (TFLO) 0.0 $2.9k 58.00 50.66
National Fuel Gas Stock (NFG) 0.0 $2.9k 37.00 79.17
Assured Guaranty Stock (AGO) 0.0 $2.9k 33.00 88.11
Hanover Ins Group Stock (THG) 0.0 $2.8k 16.00 174.00
Royal Gold Stock (RGLD) 0.0 $2.8k 17.00 163.57
Henry Schein Stock (HSIC) 0.0 $2.7k 40.00 68.47
Heidrick & Struggles Intl Stock (HSII) 0.0 $2.7k 62.00 42.82
Intra-cellular Therapies Stock (ITCI) 0.0 $2.6k 20.00 131.90
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.0 $2.6k 33.00 78.88
Smith & Nephew Plc Spdn Adr (SNN) 0.0 $2.6k 90.00 28.37
Treehouse Foods Stock (THS) 0.0 $2.4k 90.00 27.09
Mgic Invt Corp Wis Stock (MTG) 0.0 $2.0k 81.00 24.79
Ftai Aviation Stock (FTAI) 0.0 $2.0k 18.00 111.06
Univest Financial Corporation Stock (UVSP) 0.0 $2.0k 70.00 28.36
First Horizon Corporation Stock (FHN) 0.0 $1.9k 99.00 19.41
Connectone Bancorp Stock (CNOB) 0.0 $1.9k 77.00 24.31
Rithm Capital Corp Reit (RITM) 0.0 $1.7k 148.00 11.45
Freshworks Inc Class A Stock (FRSH) 0.0 $1.7k 120.00 14.10
Elanco Animal Health Stock (ELAN) 0.0 $1.4k 137.00 10.51
Red Rock Resorts Inc Cl A Stock (RRR) 0.0 $1.3k 31.00 43.35
Ameris Bancorp Stock (ABCB) 0.0 $1.2k 21.00 57.58
Haemonetics Corp Mass Stock (HAE) 0.0 $1.1k 17.00 63.50
Oceanfirst Finl Corp Stock (OCFC) 0.0 $1.1k 62.00 17.02
Bridgebio Pharma Stock (BBIO) 0.0 $1.0k 30.00 34.56
Dimensional Us High Profitability Etf Etf (DUHP) 0.0 $1.0k 31.00 33.13
Rayonier Reit (RYN) 0.0 $1.0k 36.00 27.89
Vornado Rlty Tr Sh Ben Int Reit (VNO) 0.0 $999.000000 27.00 37.00
Jpmorgan U.s. Value Factor Etf Us Value Factor Fund Etf (JVAL) 0.0 $994.000800 24.00 41.42
Sweetgreen Inc Com Cl A Stock (SG) 0.0 $975.000000 39.00 25.00
Universal Corp Va Stock (UVV) 0.0 $841.000500 15.00 56.07
Flowers Foods Stock (FLO) 0.0 $817.000000 43.00 19.00
Choice Hotels Intl Stock (CHH) 0.0 $796.999800 6.00 132.83
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $533.000000 1.00 533.00
Aerovironment Stock (AVAV) 0.0 $477.000000 4.00 119.25
Pjt Partners Inc Com Cl A Stock (PJT) 0.0 $276.000000 2.00 138.00
Scotts Miracle-gro Co Cl A Stock (SMG) 0.0 $220.000000 4.00 55.00
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.0 $192.000000 5.00 38.40
Helmerich & Payne Stock (HP) 0.0 $104.000000 4.00 26.00
Standex Intl Corp Stock (SXI) 0.0 $0 0 0.00