Cary Street Partner Investment Advisory

Cary Street Partners Investment Advisory as of June 30, 2026

Portfolio Holdings for Cary Street Partners Investment Advisory

Cary Street Partners Investment Advisory holds 758 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 3.1 $15M 53k 289.36
Nvidia Corporation Stock (NVDA) 2.4 $12M 60k 200.09
Microsoft Corp Stock (MSFT) 2.0 $10M 27k 373.02
Vanguard Value Etf Etf (VTV) 1.9 $9.2M 42k 217.93
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 1.8 $9.0M 107k 83.75
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.7 $8.4M 24k 353.33
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 1.6 $8.2M 93k 87.88
Ishares Core S&p 500 Etf Etf (IVV) 1.4 $7.1M 9.4k 748.92
Technology Select Sector SPDR Fund Etf (XLK) 1.4 $6.9M 36k 190.52
Broadcom Stock (AVGO) 1.4 $6.7M 18k 377.75
Ishares Msci Eafe Growth Etf Etf (EFG) 1.3 $6.6M 53k 124.42
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.3 $6.5M 18k 357.37
Amazon Stock (AMZN) 1.3 $6.4M 27k 238.34
Ishares Msci Eafe Value Etf Etf (EFV) 1.2 $6.0M 79k 76.55
Vanguard Mid-cap Value Etf Etf (VOE) 1.2 $5.8M 29k 197.60
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 1.1 $5.4M 46k 118.99
Jpmorgan Active Growth Etf Etf (JGRO) 1.1 $5.4M 54k 98.59
Tcw Flexible Income Etf Etf (FLXR) 1.0 $5.1M 131k 39.21
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 1.0 $5.1M 191k 26.52
Vanguard Growth Etf Etf (VUG) 0.9 $4.6M 54k 86.14
Ishares Core Msci Europe Etf Etf (IEUR) 0.9 $4.5M 60k 75.17
Vanguard Small-cap Etf Etf (VB) 0.9 $4.4M 15k 303.12
Jpmorgan Income Etf Etf (JPIE) 0.9 $4.4M 95k 46.05
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.9 $4.4M 72k 60.79
Vanguard Mid-cap Growth Etf Etf (VOT) 0.9 $4.4M 14k 306.29
Financial Select Sector SPDR Fund Etf (XLF) 0.9 $4.3M 81k 53.61
Jpmorgan Chase & Co Stock (JPM) 0.8 $3.7M 11k 327.33
Meta Platforms Inc Cl A Stock (META) 0.7 $3.7M 6.5k 563.29
Targa Res Corp Stock (TRGP) 0.7 $3.7M 14k 268.14
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.7 $3.7M 42k 86.42
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.7 $3.5M 45k 79.03
Jpmorgan International Bond Opportunities Fund Etf (JPIB) 0.7 $3.5M 73k 48.35
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 0.7 $3.4M 51k 67.58
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS) 0.7 $3.4M 25k 134.72
Eli Lilly & Co Stock (LLY) 0.7 $3.4M 2.9k 1199.42
Visa Inc Com Cl A Stock (V) 0.7 $3.3M 9.7k 343.09
Pgim Portfolio Ballast Etf Etf (PBL) 0.7 $3.3M 100k 33.15
Wisdomtree Equity Premium Income Fund - Wtpi Etf (WTPI) 0.6 $3.1M 96k 32.79
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.6 $3.1M 41k 76.70
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.6 $3.1M 68k 46.15
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.6 $3.0M 157k 19.12
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.6 $3.0M 25k 117.45
Taiwan Semiconductor Manufact Adr (TSM) 0.6 $2.9M 6.0k 477.57
Health Care Select Sector SPDR Fund Etf (XLV) 0.6 $2.8M 18k 158.66
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.5 $2.7M 53k 50.38
Mastercard Incorporated Cl A Stock (MA) 0.5 $2.7M 5.2k 513.61
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $2.7M 5.3k 500.50
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.5 $2.6M 38k 68.01
Enterprise Prods Partners Stock (EPD) 0.5 $2.5M 68k 36.76
Micron Technology Stock (MU) 0.5 $2.4M 2.1k 1154.29
Ishares S&p 500 Growth Etf Etf (IVW) 0.5 $2.3M 17k 137.53
Abbvie Stock (ABBV) 0.5 $2.3M 9.1k 251.64
Amphenol Corp Cl A Stock (APH) 0.5 $2.3M 13k 176.32
Williams Cos Stock (WMB) 0.5 $2.2M 30k 74.34
Asml Hldg Nv N Y Registry Adr (ASML) 0.5 $2.2M 1.1k 1989.44
Jpmorgan International Hedged Equity Laddered Overlay Etf Etf (HOLA) 0.4 $2.2M 40k 55.37
Communication Services Select Sector SPDR Fund Etf (XLC) 0.4 $2.2M 21k 107.13
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.4 $2.1M 42k 50.58
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.4 $2.0M 21k 94.57
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.4 $2.0M 53k 36.85
Tesla Stock (TSLA) 0.4 $1.9M 4.6k 420.60
Western Midstream Partners Lp Com Unit Lp Int Stock (WES) 0.4 $1.9M 44k 43.76
Costco Wholesale Corporation Stock (COST) 0.4 $1.8M 2.0k 935.47
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.4 $1.8M 46k 38.79
Ishares S&p 500 Value Etf Etf (IVE) 0.4 $1.8M 7.8k 227.06
Advanced Micro Devices Stock (AMD) 0.4 $1.8M 3.0k 580.91
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.4 $1.8M 16k 112.09
Kla Corp Stock (KLAC) 0.4 $1.8M 5.8k 301.71
Philip Morris Intl Stock (PM) 0.4 $1.8M 9.7k 180.91
Jpmorgan Core Plus Bond Etf Etf (JCPB) 0.4 $1.8M 37k 46.94
Exxonmobil Holdings Corp Stock 0.3 $1.7M 13k 136.72
Vanguard Total Bond Market Etf Etf (BND) 0.3 $1.7M 23k 73.41
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.3 $1.7M 30k 56.48
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $1.7M 20k 82.84
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.3 $1.7M 33k 50.57
Applied Matls Stock (AMAT) 0.3 $1.7M 2.3k 723.00
Jpmorgan Active Bond Etf Etf (JBND) 0.3 $1.6M 31k 53.50
Cisco Sys Stock (CSCO) 0.3 $1.6M 14k 117.46
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.3 $1.6M 35k 45.70
Caterpillar Stock (CAT) 0.3 $1.6M 1.5k 1064.89
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.3 $1.6M 17k 94.85
Ishares Core S&p Small Cap Etf Etf (IJR) 0.3 $1.5M 10k 148.31
Walmart Stock (WMT) 0.3 $1.5M 13k 113.24
Lam Research Corp Stock (LRCX) 0.3 $1.5M 3.5k 433.30
Johnson & Johnson Stock (JNJ) 0.3 $1.5M 5.7k 253.97
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.3 $1.4M 14k 98.20
Home Depot Stock (HD) 0.3 $1.4M 3.9k 352.68
Ge Aerospace Stock (GE) 0.3 $1.3M 3.6k 373.73
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.3 $1.3M 57k 22.78
Bank Of Amer Corp Stock (BAC) 0.3 $1.3M 23k 56.98
Rtx Corporation Stock (RTX) 0.3 $1.3M 6.7k 189.73
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.2 $1.2M 53k 23.13
Utilities Select Sector SPDR Fund Etf (XLU) 0.2 $1.2M 27k 45.34
Chevron Corporation Stock (CVX) 0.2 $1.2M 7.3k 165.76
Amplify Cwp Growth & Income Etf Etf (QDVO) 0.2 $1.2M 40k 29.84
Eaton Corp Stock (ETN) 0.2 $1.2M 2.8k 426.12
Consumer Discretionary Select Sector SPDR Fund Etf (XLY) 0.2 $1.2M 10k 117.28
Unitedhealth Group Stock (UNH) 0.2 $1.2M 2.9k 415.63
Jpmorgan Nasdaq Equity Premium Yield Etf Etf (ROCQ) 0.2 $1.2M 21k 57.66
Ishares Mbs Etf Etf (MBB) 0.2 $1.2M 13k 94.52
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $1.2M 24k 48.43
Uber Technologies Stock (UBER) 0.2 $1.2M 16k 72.16
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) 0.2 $1.1M 14k 82.49
Ishares Biotechnology Etf Etf (IBB) 0.2 $1.1M 5.8k 190.19
Ishares Expanded Tech Sector Etf Etf (IGM) 0.2 $1.1M 6.7k 163.58
Western Digital Corp Stock (WDC) 0.2 $1.1M 1.7k 638.72
Goldman Sachs Group Stock (GS) 0.2 $1.1M 1.1k 1011.43
iShares U.S. Transportation ETF Etf (IYT) 0.2 $1.1M 12k 86.75
Tjx Cos Stock (TJX) 0.2 $1.1M 7.1k 151.52
S&p Global Stock (SPGI) 0.2 $1.1M 2.6k 407.26
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.2 $1.1M 6.4k 163.67
Merck & Co Stock (MRK) 0.2 $1.0M 8.1k 128.50
Materials Select Sector Spdr Fund Etf (XLB) 0.2 $1.0M 20k 50.83
Morgan Stanley Stock (MS) 0.2 $1.0M 4.9k 209.04
Ge Vernova Stock (GEV) 0.2 $1.0M 860.00 1174.86
Intel Corp Stock (INTC) 0.2 $1.0M 7.2k 139.63
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.2 $963k 8.1k 119.13
Coca Cola Stock (KO) 0.2 $956k 12k 81.27
Amplify Cwp International Enhanced Dividend Income Etf Etf (IDVO) 0.2 $954k 23k 42.00
Dell Technologies Inc Cl C Stock (DELL) 0.2 $940k 2.2k 431.46
Qualcomm Stock (QCOM) 0.2 $936k 5.1k 184.79
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.2 $929k 8.5k 109.11
Ishares S&p 100 Etf Etf (OEF) 0.2 $928k 2.5k 365.87
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.2 $911k 18k 51.69
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.2 $904k 15k 61.46
Nextera Energy Stock (NEE) 0.2 $891k 10k 87.77
Dt Midstream Stock (DTM) 0.2 $880k 6.0k 146.67
Mcdonalds Corp Stock (MCD) 0.2 $867k 3.2k 270.32
Oracle Corp Stock (ORCL) 0.2 $848k 5.8k 146.55
Procter & Gamble Stock (PG) 0.2 $841k 5.7k 146.64
Texas Instrs Stock (TXN) 0.2 $833k 2.8k 298.07
Linde Stock (LIN) 0.2 $829k 1.6k 518.96
Deere & Co Stock (DE) 0.2 $813k 1.3k 634.35
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.2 $806k 7.6k 106.47
Ishares Systematic Alternatives Active Etf Etf (IALT) 0.2 $806k 29k 28.05
Motorola Solutions Stock (MSI) 0.2 $793k 1.9k 415.30
Stryker Corporation Stock (SYK) 0.2 $793k 2.5k 314.75
Sandisk Corp Stock (SNDK) 0.2 $791k 348.00 2273.73
Eog Res Stock (EOG) 0.2 $789k 6.1k 129.78
Amgen Stock (AMGN) 0.2 $788k 2.2k 362.11
Ishares A.i. Innovation And Tech Active Etf Etf (BAI) 0.2 $785k 15k 52.72
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.2 $771k 8.4k 91.64
Vanguard S&p 500 Etf Etf (VOO) 0.2 $771k 1.1k 683.64
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.2 $768k 15k 51.78
Marsh & Mclennan Cos Stock (MRSH) 0.2 $754k 4.5k 167.33
Ishares Large Cap Core Active Etf Etf (BLCR) 0.2 $746k 15k 50.37
Vanguard Ftse Pacific Etf Etf (VPL) 0.2 $745k 6.4k 115.69
Union Pac Corp Stock (UNP) 0.2 $744k 2.7k 272.00
Netflix Stock (NFLX) 0.1 $732k 10k 71.40
Analog Devices Stock (ADI) 0.1 $726k 1.8k 397.17
Ishares National Muni Bond Etf Etf (MUB) 0.1 $715k 6.6k 107.62
Seagate Technology Hldngs Plc Ord Stock (STX) 0.1 $715k 741.00 965.00
Ishares Long-term National Muni Bond Etf Etf (LMUB) 0.1 $712k 14k 51.22
Jpmorgan Active Value Etf Etf (JAVA) 0.1 $711k 9.0k 79.41
Cvs Health Corp Stock (CVS) 0.1 $696k 6.7k 103.45
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $674k 12k 57.84
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.1 $672k 13k 51.00
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.1 $670k 29k 23.44
Abbott Laboratories Stock (ABT) 0.1 $654k 7.2k 90.74
Antero Midstream Corp Stock (AM) 0.1 $647k 28k 22.75
International Business Machs Stock (IBM) 0.1 $646k 2.3k 281.00
Wells Fargo & Co Stock (WFC) 0.1 $646k 7.8k 82.64
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $645k 20k 31.71
Ishares Global Government Bond Usd Hedged Active Etf Etf (GGOV) 0.1 $639k 13k 50.29
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $633k 5.1k 124.17
Ross Stores Stock (ROST) 0.1 $632k 3.0k 212.85
Vertiv Holdings Co Com Cl A Stock (VRT) 0.1 $626k 1.9k 334.82
Ww Grainger Stock (GWW) 0.1 $624k 459.00 1360.43
Chubb Stock (CB) 0.1 $611k 1.8k 340.74
Danaher Corp Del Stock (DHR) 0.1 $609k 3.2k 190.78
Blackrock Stock (BLK) 0.1 $604k 632.00 956.10
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.1 $604k 14k 44.36
Booking Holdings Stock (BKNG) 0.1 $601k 3.4k 178.22
American Express Stock (AXP) 0.1 $599k 1.8k 338.25
Corteva Stock (CTVA) 0.1 $599k 7.1k 84.69
Trane Technologies Stock (TT) 0.1 $598k 1.2k 491.15
Ishares U.s. Thematic Rotation Active Etf Etf (THRO) 0.1 $597k 14k 43.11
Quanta Svcs Stock (PWR) 0.1 $587k 815.00 720.04
Wabtec Stock (WAB) 0.1 $584k 2.2k 269.67
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.1 $567k 5.6k 100.35
Corning Stock (GLW) 0.1 $566k 2.2k 255.43
Ishares Msci Intl Value Factor Etf Etf (IVLU) 0.1 $563k 14k 41.82
Dimensional International Core Equity Market Etf Etf (DFAI) 0.1 $562k 14k 41.25
Ishares International Country Rotation Active Etf Etf (CORO) 0.1 $559k 15k 36.60
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $555k 1.6k 342.83
Welltower Reit (WELL) 0.1 $547k 2.4k 226.97
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $542k 7.0k 77.91
Nucor Corp Stock (NUE) 0.1 $533k 2.4k 222.76
Oneok Stock (OKE) 0.1 $527k 6.1k 86.94
Wec Energy Group Stock (WEC) 0.1 $526k 4.5k 116.77
British Amern Tob Adr (BTI) 0.1 $526k 8.5k 61.76
Docusign Stock (DOCU) 0.1 $524k 12k 44.42
Starbucks Corp Stock (SBUX) 0.1 $522k 5.1k 102.19
State Street Spdr S&p 500 Etf Etf (SPY) 0.1 $520k 689.00 754.66
Citigroup Stock (C) 0.1 $518k 3.7k 139.97
L3harris Technologies Stock (LHX) 0.1 $517k 1.8k 290.67
Pnc Finl Svcs Group Stock (PNC) 0.1 $514k 2.1k 246.22
Verizon Communications Stock (VZ) 0.1 $513k 12k 42.34
Emerson Elec Stock (EMR) 0.1 $512k 3.6k 143.00
Nasdaq Stock (NDAQ) 0.1 $512k 6.5k 78.86
iShares U.S. Technology ETF Etf (IYW) 0.1 $512k 2.0k 252.23
Clearway Energy Inc Cl C Stock (CWEN) 0.1 $503k 15k 34.18
Dimensional Short-duration Fixed Income Etf Etf (DFSD) 0.1 $497k 10k 47.75
Lowes Cos Stock (LOW) 0.1 $492k 2.2k 220.49
Dimensional Core Fixed Income Etf Etf (DFCF) 0.1 $489k 12k 42.22
Waste Mgmt Inc Del Stock (WM) 0.1 $487k 2.2k 222.88
Pepsico Stock (PEP) 0.1 $485k 3.6k 134.89
Palo Alto Networks Stock (PANW) 0.1 $484k 1.4k 341.02
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $484k 5.9k 82.11
Vanguard Short-term Treasury Etf Etf (VGSH) 0.1 $482k 8.3k 58.20
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.1 $480k 8.1k 58.98
Northrop Grumman Corp Stock (NOC) 0.1 $479k 928.00 516.12
State Street Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI) 0.1 $476k 17k 28.39
Ase Technology Hldg Adr (ASX) 0.1 $474k 11k 45.12
Gilead Sciences Stock (GILD) 0.1 $468k 3.7k 126.35
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN) 0.1 $459k 6.8k 67.50
Equinix Reit (EQIX) 0.1 $458k 439.00 1042.40
Royal Caribbean Group Stock (RCL) 0.1 $453k 1.4k 317.53
Hunt J B Trans Svcs Stock (JBHT) 0.1 $449k 1.6k 289.00
T-mobile Us Stock (TMUS) 0.1 $447k 2.7k 167.80
Duke Energy Corp Stock (DUK) 0.1 $446k 3.5k 126.57
Schwab Charles Corp Stock (SCHW) 0.1 $446k 4.8k 92.27
Sherwin Williams Stock (SHW) 0.1 $444k 1.3k 344.31
Automatic Data Processing Stock (ADP) 0.1 $438k 2.0k 223.95
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $432k 2.0k 219.43
Regeneron Pharmaceuticals Stock (REGN) 0.1 $429k 688.00 623.53
Sempra Stock (SRE) 0.1 $429k 4.6k 92.71
Air Products And Chemicals Stock (APD) 0.1 $429k 1.5k 293.18
Norfolk Southn Corp Stock (NSC) 0.1 $424k 1.3k 314.59
Cintas Corp Stock (CTAS) 0.1 $419k 2.5k 170.11
Fastenal Stock (FAST) 0.1 $413k 8.6k 48.03
Thermo Fisher Scientific Stock (TMO) 0.1 $412k 822.00 501.36
Canadian Nat Res Ltd Med Term Stock (CNQ) 0.1 $412k 10k 39.50
Lockheed Martin Corp Stock (LMT) 0.1 $408k 801.00 509.44
Ebay Stock (EBAY) 0.1 $405k 3.6k 111.75
M & T Bk Corp Stock (MTB) 0.1 $401k 1.7k 238.00
Arista Networks Stock (ANET) 0.1 $389k 2.3k 169.88
Steris Plc Shs Usd Stock (STE) 0.1 $386k 1.8k 210.50
Ishares Defense Industrials Active Etf Etf (IDEF) 0.1 $386k 12k 31.78
Ppl Corp Stock (PPL) 0.1 $385k 11k 36.35
Vanguard Information Technology Etf Etf (VGT) 0.1 $383k 3.2k 119.52
Mckesson Corp Stock (MCK) 0.1 $382k 505.00 755.61
Ecolab Stock (ECL) 0.1 $380k 1.4k 278.61
Verisk Analytics Stock (VRSK) 0.1 $378k 2.1k 179.52
Monolithic Pwr Sys Stock (MPWR) 0.1 $377k 273.00 1382.36
Novartis Adr (NVS) 0.1 $377k 2.4k 156.72
Wesco Intl Stock (WCC) 0.1 $376k 1.1k 345.00
Cencora Stock (COR) 0.1 $376k 1.3k 282.96
Jpmorgan U.s. Research Enhanced Large Cap Etf Etf (JUSA) 0.1 $376k 5.6k 67.18
Dimensional Us Core Equity 1 Etf Etf (DCOR) 0.1 $372k 4.5k 81.98
Atmos Energy Corp Stock (ATO) 0.1 $368k 2.1k 172.27
Alerian MLP ETF Etf (AMLP) 0.1 $368k 7.1k 51.85
Capital One Finl Corp Stock (COF) 0.1 $367k 1.8k 200.62
Jpmorgan Betabuilders U.s. Aggregate Bond Etf Etf (BBAG) 0.1 $367k 8.0k 45.95
Boeing Stock (BA) 0.1 $367k 1.7k 216.47
Johnson Ctls Intl Stock (JCI) 0.1 $367k 2.5k 146.11
Te Connectivity Plc Ord Stock (TEL) 0.1 $366k 1.8k 201.61
Honeywell Intl Stock (HON) 0.1 $362k 1.6k 223.83
Truist Finl Corp Stock (TFC) 0.1 $361k 7.2k 49.83
Williams Sonoma Stock (WSM) 0.1 $359k 1.5k 233.14
Honeywell Aerospace Stock (HONA) 0.1 $357k 1.6k 221.00
Illinois Tool Wks Stock (ITW) 0.1 $357k 1.3k 270.47
Ishares Flexible Income Active Etf Etf (BINC) 0.1 $354k 6.8k 52.34
Parker-hannifin Corp Stock (PH) 0.1 $353k 361.00 978.12
Allstate Corp Stock (ALL) 0.1 $353k 1.5k 238.00
Gallagher Arthur J & Co Stock (AJG) 0.1 $352k 1.5k 229.55
Bristol-myers Squibb Stock (BMY) 0.1 $350k 6.1k 57.62
Blackstone Stock (BX) 0.1 $349k 3.0k 117.67
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $349k 474.00 736.40
United Microelectronics Corp Adr (UMC) 0.1 $348k 13k 27.21
Shell Plc Spon Ads Adr (SHEL) 0.1 $348k 4.5k 77.54
Spdr Gold Shares Etf (GLD) 0.1 $345k 936.00 368.38
Monster Beverage Corp Stock (MNST) 0.1 $341k 3.5k 96.12
Prologis Reit (PLD) 0.1 $339k 2.5k 135.47
Southern Stock (SO) 0.1 $339k 3.5k 95.73
Cummins Stock (CMI) 0.1 $337k 473.00 713.21
Travelers Companies Stock (TRV) 0.1 $337k 1.0k 330.12
Kinder Morgan Inc Del Stock (KMI) 0.1 $337k 11k 31.97
Intercontinental Exchange Stock (ICE) 0.1 $334k 2.7k 123.11
Disney Walt Stock (DIS) 0.1 $334k 3.5k 96.25
Marriott Intl Inc New Cl A Stock (MAR) 0.1 $331k 894.00 370.58
Conocophillips Stock (COP) 0.1 $330k 3.2k 103.96
Medtronic Stock (MDT) 0.1 $328k 4.2k 78.23
Keurig Dr Pepper Stock (KDP) 0.1 $325k 9.9k 32.73
Broadridge Finl Solutions Stock (BR) 0.1 $324k 2.4k 137.00
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $321k 421.00 763.14
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $315k 1.5k 212.77
Elevance Health Inc Formerly A Stock (ELV) 0.1 $315k 815.00 386.73
Republic Svcs Stock (RSG) 0.1 $313k 1.5k 213.06
Airbnb Inc Com Cl A Stock (ABNB) 0.1 $312k 2.2k 143.11
Pricesmart Stock (PSMT) 0.1 $312k 1.6k 195.00
Diamondback Energy Stock (FANG) 0.1 $312k 1.8k 175.77
Caseys Gen Stores Stock (CASY) 0.1 $311k 391.00 794.78
Bhp Billiton Adr (BHP) 0.1 $307k 3.7k 83.31
General Dynamics Corp Stock (GD) 0.1 $306k 863.00 354.24
Msci Stock (MSCI) 0.1 $305k 544.00 560.04
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) 0.1 $303k 3.8k 80.16
Darden Restaurants Stock (DRI) 0.1 $302k 1.5k 206.01
Servicenow Stock (NOW) 0.1 $299k 3.0k 99.28
Jpmorgan Activebuilders Emerging Markets Equity Etf Etf (JEMA) 0.1 $298k 4.7k 63.88
Salesforce Stock (CRM) 0.1 $297k 1.9k 156.66
Howmet Aerospace Stock (HWM) 0.1 $293k 1.1k 268.86
Nrg Energy Stock (NRG) 0.1 $293k 2.0k 146.00
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO) 0.1 $293k 4.1k 71.22
Cme Group Stock (CME) 0.1 $291k 1.3k 220.83
Snap On Stock (SNA) 0.1 $289k 717.00 402.39
Comcast Corp New Cl A Stock (CMCSA) 0.1 $287k 12k 24.55
Paychex Stock (PAYX) 0.1 $285k 2.9k 98.33
Arch Cap Group Ltd Ord Stock (ACGL) 0.1 $284k 2.9k 97.06
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.1 $281k 1.4k 199.81
Popular Stock (BPOP) 0.1 $280k 1.7k 164.18
Altria Group Stock (MO) 0.1 $277k 3.9k 71.95
Vertex Pharmaceuticals Stock (VRTX) 0.1 $276k 555.00 496.74
Valmont Inds Stock (VMI) 0.1 $275k 475.00 578.00
United Rentals Stock (URI) 0.1 $274k 242.00 1133.00
Cheniere Energy Stock (LNG) 0.1 $273k 1.1k 239.00
Resmed Stock (RMD) 0.1 $267k 1.4k 194.89
Lennar Corp Cl A Stock (LEN) 0.1 $267k 2.9k 90.49
Vulcan Matls Stock (VMC) 0.1 $266k 902.00 295.00
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $265k 2.3k 116.67
Us Bancorp Stock (USB) 0.1 $264k 4.4k 60.40
Henry Jack & Assoc Stock (JKHY) 0.1 $262k 1.9k 137.73
Yum Brands Stock (YUM) 0.1 $259k 1.6k 159.86
Watsco Stock (WSO) 0.1 $254k 610.00 416.42
New York Times Co Mtn Be Cl A Stock (NYT) 0.1 $253k 3.6k 69.98
D R Horton Stock (DHI) 0.1 $253k 1.6k 162.89
Goldman Sachs Nasdaq-100 Premium Income Etf Etf (GPIQ) 0.1 $249k 4.2k 59.31
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $247k 1.0k 242.42
Public Storage Reit (PSA) 0.0 $246k 772.00 318.27
Primerica Stock (PRI) 0.0 $244k 860.00 284.20
Six Flags Entertainment Corp Stock (FUN) 0.0 $244k 12k 21.30
Oreilly Automotive Stock (ORLY) 0.0 $242k 2.6k 92.09
Fortinet Stock (FTNT) 0.0 $241k 1.6k 152.88
Transunion Stock (TRU) 0.0 $241k 3.3k 72.14
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $239k 2.4k 98.99
Solstice Advanced Matls Stock (SOLS) 0.0 $236k 2.7k 88.60
Jpmorgan International Value Etf Etf (JIVE) 0.0 $236k 2.6k 91.95
Ciena Corp Stock (CIEN) 0.0 $235k 480.00 490.50
Ishares Gold Trust Etf (IAU) 0.0 $234k 3.1k 75.51
Hilton Worldwide Hldgs Stock (HLT) 0.0 $233k 705.00 330.46
Mitsubishi Ufj Financial Group Adr (MUFG) 0.0 $232k 12k 19.89
Kinetik Holdings Inc Com New Cl A Stock (KNTK) 0.0 $231k 4.8k 48.33
Aon Plc Shs Cl A Stock (AON) 0.0 $228k 688.00 331.60
Royal Bk Cda Stock (RY) 0.0 $227k 1.1k 206.97
Cardinal Health Stock (CAH) 0.0 $227k 954.00 237.57
Smith A O Corp Stock (AOS) 0.0 $227k 3.6k 62.72
Fairlead Tactical Sector ETF Etf (TACK) 0.0 $226k 7.1k 31.63
Comfort Sys Usa Stock (FIX) 0.0 $226k 114.00 1981.95
Quest Diagnostics Stock (DGX) 0.0 $225k 1.1k 212.00
3M Stock (MMM) 0.0 $224k 1.4k 161.86
Constellation Energy Corp Stock (CEG) 0.0 $222k 894.00 248.38
Teradyne Stock (TER) 0.0 $220k 455.00 484.00
American Wtr Wks Stock (AWK) 0.0 $220k 1.7k 131.58
Marvell Technology Stock (MRVL) 0.0 $219k 735.00 297.90
Dimensional International Core Equity 2 Etf Etf (DFIC) 0.0 $218k 5.9k 37.26
Marathon Pete Corp Stock (MPC) 0.0 $216k 845.00 255.70
Ametek Stock (AME) 0.0 $216k 892.00 241.94
At&t Stock (T) 0.0 $215k 10k 20.70
Centene Corp Del Stock (CNC) 0.0 $214k 3.3k 64.19
Metlife Stock (MET) 0.0 $214k 2.5k 84.64
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) 0.0 $214k 4.8k 44.86
Astrazeneca Plc Ord Adr (AZN) 0.0 $213k 1.1k 189.62
Bank Of Ny Mellon Corp Stock (BNY) 0.0 $212k 1.5k 144.60
Becton Dickinson & Co Stock (BDX) 0.0 $212k 1.4k 151.33
Moodys Corp Stock (MCO) 0.0 $212k 468.00 452.93
Paccar Stock (PCAR) 0.0 $210k 1.7k 120.12
Avantis All Equity Markets Etf Etf (AVGE) 0.0 $209k 2.1k 99.10
Neuberger Option Strategy Etf Etf (NBOS) 0.0 $209k 7.5k 28.01
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.0 $208k 4.4k 47.41
Progressive Corp Stock (PGR) 0.0 $208k 951.00 218.47
Synopsys Stock (SNPS) 0.0 $207k 463.00 446.08
Td Synnex Corporation Stock (SNX) 0.0 $205k 767.00 267.33
Freeport Mcmoran Inc Cl B Stock (FCX) 0.0 $205k 3.3k 62.89
Smurfit Westrock Stock (SW) 0.0 $205k 4.4k 46.27
Ppg Inds Stock (PPG) 0.0 $204k 1.7k 121.30
Interdigital Stock (IDCC) 0.0 $200k 707.00 283.13
Goldman Sachs S&p 500 Premium Income Etf Etf (GPIX) 0.0 $200k 3.6k 55.57
Delta Air Lines Stock (DAL) 0.0 $199k 2.1k 93.66
Rockwell Automation Stock (ROK) 0.0 $198k 400.00 495.09
Ameriprise Finl Stock (AMP) 0.0 $194k 422.00 458.77
Markel Group Stock (MKL) 0.0 $193k 99.00 1953.02
Dimensional Us Large Cap Value Etf Etf (DFLV) 0.0 $193k 4.9k 39.54
Waste Connections Stock (WCN) 0.0 $193k 1.2k 166.76
Kkr & Co Stock (KKR) 0.0 $192k 2.1k 91.79
Labcorp Holdings Stock (LH) 0.0 $192k 684.00 280.00
United Parcel Svcs Inc Cl B Stock (UPS) 0.0 $192k 1.8k 107.50
Intuitive Surgical Stock (ISRG) 0.0 $190k 477.00 397.68
Willis Towers Watson Stock (WTW) 0.0 $190k 725.00 261.41
Citizens Finl Group Stock (CFG) 0.0 $189k 2.7k 70.07
Csx Corp Stock (CSX) 0.0 $189k 4.0k 47.53
Cdw Corp Stock (CDW) 0.0 $188k 1.3k 140.67
Intuit Stock (INTU) 0.0 $188k 720.00 261.00
Hershey Stock (HSY) 0.0 $188k 1.1k 175.42
HSBC HLDGS Adr (HSBC) 0.0 $186k 2.0k 95.09
BP Adr (BP) 0.0 $185k 5.0k 36.95
Newmont Corp Stock (NEM) 0.0 $184k 2.0k 93.40
Cadence Design System Stock (CDNS) 0.0 $183k 487.00 375.32
Hewlett Packard Enterprise Stock (HPE) 0.0 $182k 4.0k 45.11
American Intl Group Stock (AIG) 0.0 $179k 2.4k 74.53
Totalenergies Se Act Stock (TTE) 0.0 $178k 2.3k 77.76
Pfizer Stock (PFE) 0.0 $176k 7.3k 24.08
Vaneck Semiconductor Etf Etf (SMH) 0.0 $174k 265.00 655.89
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.0 $173k 3.4k 50.42
Edwards Lifesciences Corp Stock (EW) 0.0 $173k 1.9k 90.46
The Cigna Group Stock (CI) 0.0 $172k 624.00 275.67
Dimensional National Municipal Bond Etf Etf (DFNM) 0.0 $172k 3.6k 48.34
Martin Marietta Matls Stock (MLM) 0.0 $171k 297.00 576.69
Colgate Palmolive Stock (CL) 0.0 $170k 1.9k 91.68
Datadog Inc Cl A Stock (DDOG) 0.0 $169k 649.00 260.36
Vanguard Mid-cap Etf Etf (VO) 0.0 $169k 2.1k 80.63
American Elec Pwr Stock (AEP) 0.0 $169k 1.2k 135.96
Fedex Corp Stock (FDX) 0.0 $169k 538.00 313.17
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.0 $168k 7.3k 23.15
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $165k 1.7k 96.46
Waters Corp Stock (WAT) 0.0 $164k 445.00 369.00
Twilio Inc Cl A Stock (TWLO) 0.0 $164k 794.00 206.33
Keysight Technologies Stock (KEYS) 0.0 $164k 468.00 350.06
Phillips 66 Stock (PSX) 0.0 $163k 965.00 169.09
Vistra Corp Stock (VST) 0.0 $163k 1.0k 158.63
Carlisle Cos Stock (CSL) 0.0 $163k 449.00 362.80
Ishares Global Tech Etf Etf (IXN) 0.0 $162k 1.1k 144.48
Idexx Labs Stock (IDXX) 0.0 $162k 307.00 526.43
Banco Santander Sa Adr (SAN) 0.0 $160k 12k 13.80
Evergy Stock (EVRG) 0.0 $159k 1.8k 86.44
Lumentum Hldgs Stock (LITE) 0.0 $159k 185.00 858.08
Jabil Stock (JBL) 0.0 $158k 409.00 385.47
Eqt Corp Stock (EQT) 0.0 $155k 2.9k 53.16
Slb Limited Com Stk Stock (SLB) 0.0 $155k 3.3k 46.49
Jpmorgan U.s. Value Factor Etf Us Value Factor Fund Etf (JVAL) 0.0 $154k 2.6k 58.64
Autozone Stock (AZO) 0.0 $153k 48.00 3196.00
Berkley W R Corp Stock (WRB) 0.0 $151k 2.1k 70.53
Nxp Semiconductors N V Stock (NXPI) 0.0 $150k 532.00 281.00
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.0 $149k 2.1k 69.91
Vaneck Gold Miners Etf Etf (GDX) 0.0 $148k 2.0k 75.45
Church & Dwight Stock (CHD) 0.0 $147k 1.5k 96.88
Hca Healthcare Stock (HCA) 0.0 $147k 376.00 389.90
Alliant Energy Corp Stock (LNT) 0.0 $146k 1.9k 76.33
Anheuser Busch Inbev Sa Nv Adr (BUD) 0.0 $145k 1.8k 82.40
Take-two Interactive Software Stock (TTWO) 0.0 $144k 575.00 249.98
Flex Ltd Ord Stock (FLEX) 0.0 $143k 883.00 162.09
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH) 0.0 $142k 2.8k 50.58
Entergy Corp Stock (ETR) 0.0 $142k 1.2k 114.87
Dollar Tree Stock (DLTR) 0.0 $142k 1.2k 120.96
Dimensional Us Large Cap Vector Etf Etf (DFVX) 0.0 $139k 1.7k 82.29
Vici Pptys Reit (VICI) 0.0 $139k 5.2k 26.55
Apollo Global Mgmt Stock (APO) 0.0 $138k 1.2k 118.31
Cf Industries Hold Stock (CF) 0.0 $138k 1.3k 108.26
Allegion Plc Ord Stock (ALLE) 0.0 $136k 970.00 140.40
Sysco Corp Stock (SYY) 0.0 $136k 1.6k 83.57
General Mtrs Stock (GM) 0.0 $135k 1.8k 77.08
Northern Tr Corp Stock (NTRS) 0.0 $135k 774.00 173.85
Valero Energy Corp Stock (VLO) 0.0 $133k 510.00 260.45
Old Dominion Freight Line Stock (ODFL) 0.0 $132k 611.00 216.62
Natera Stock (NTRA) 0.0 $131k 483.00 271.43
Novo-nordisk A S Adr (NVO) 0.0 $131k 2.7k 47.94
Agilent Technologies Stock (A) 0.0 $130k 978.00 132.84
Ulta Beauty Stock (ULTA) 0.0 $129k 287.00 451.00
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $129k 547.00 236.62
Simon Ppty Group Reit (SPG) 0.0 $129k 578.00 223.65
Prudential Finl Stock (PRU) 0.0 $129k 1.2k 108.00
Aflac Stock (AFL) 0.0 $128k 1.1k 117.25
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $128k 778.00 164.27
Verisign Stock (VRSN) 0.0 $127k 502.00 252.66
Devon Energy Corp Stock (DVN) 0.0 $127k 3.1k 41.32
Wp Carey Reit (WPC) 0.0 $127k 1.8k 71.50
Target Corp Stock (TGT) 0.0 $126k 965.00 130.62
Consolidated Edison Stock (ED) 0.0 $126k 1.1k 110.62
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $124k 11k 11.74
Alibaba Group Hldg Adr (BABA) 0.0 $124k 1.3k 95.98
Masco Corp Stock (MAS) 0.0 $123k 1.5k 81.37
Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.0 $123k 1.2k 100.28
Toyota Motor Corp Ads Adr (TM) 0.0 $121k 716.00 168.42
Ishares Ibonds 1-5 Year Treasury Ladder Etf Etf (LDRT) 0.0 $120k 4.8k 25.11
Ishares Russell 2000 Etf Etf (IWM) 0.0 $118k 393.00 300.45
Public Svc Enterprise Group Stock (PEG) 0.0 $118k 1.5k 81.17
Suncor Energy Stock (SU) 0.0 $117k 2.2k 53.68
Ubs Group Stock (UBS) 0.0 $117k 2.4k 49.56
Unilever Adr (UL) 0.0 $116k 1.9k 60.13
Jpmorgan Municipal Etf Etf (JMUB) 0.0 $115k 2.3k 50.66
Nordson Corp Stock (NDSN) 0.0 $113k 374.00 301.67
Restaurant Brands Intl Stock (QSR) 0.0 $112k 1.5k 72.67
Wheaton Precious Metals Corp Stock (WPM) 0.0 $112k 993.00 112.32
Ford Mtr Stock (F) 0.0 $111k 8.0k 13.90
Conagra Brands Stock (CAG) 0.0 $110k 8.2k 13.46
Medpace Hldgs Stock (MEDP) 0.0 $110k 207.00 530.00
Dte Energy Stock (DTE) 0.0 $109k 715.00 152.36
Curtiss Wright Corp Stock (CW) 0.0 $108k 142.00 757.78
Iqvia Hldgs Stock (IQV) 0.0 $107k 551.00 193.22
Dominion Energy Stock (D) 0.0 $106k 1.5k 68.54
Toronto Dominion Bk Ont Stock (TD) 0.0 $105k 863.00 121.43
Exelon Corp Stock (EXC) 0.0 $103k 2.2k 46.61
Adobe Stock (ADBE) 0.0 $103k 502.00 205.02
Halliburton Stock (HAL) 0.0 $102k 3.0k 33.95
Ralph Lauren Corp Cl A Stock (RL) 0.0 $102k 254.00 401.33
Mplx Lp Com Unit Rep Stock (MPLX) 0.0 $101k 1.8k 56.33
Mongodb Inc Cl A Stock (MDB) 0.0 $101k 301.00 335.90
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $99k 798.00 124.44
Copart Stock (CPRT) 0.0 $99k 3.5k 28.20
GSK Adr (GSK) 0.0 $99k 1.9k 52.41
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $98k 1.4k 68.41
Unum Group Stock (UNM) 0.0 $97k 1.1k 89.40
Doordash Inc Cl A Stock (DASH) 0.0 $95k 516.00 184.53
Snowflake Stock (SNOW) 0.0 $95k 374.00 254.50
Lamar Advertising Co Cl A Reit (LAMR) 0.0 $94k 604.00 156.00
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Rocket Lab Corp Stock (RKLB) 0.0 $93k 916.00 101.71
Ishares Msci Eafe Etf Etf (EFA) 0.0 $93k 896.00 103.88
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Vanguard Russell 1000 Growth Etf Etf (VONG) 0.0 $92k 720.00 127.81
Avery Dennison Corp Stock (AVY) 0.0 $92k 565.00 162.35
Dover Corp Stock (DOV) 0.0 $92k 408.00 224.29
Ferguson Enterprises Stock (FERG) 0.0 $92k 386.00 237.00
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Autodesk Stock (ADSK) 0.0 $91k 466.00 194.42
Rio Tinto Adr (RIO) 0.0 $90k 952.00 94.93
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $90k 880.00 102.16
Dimensional Us High Profitability Etf Etf (DUHP) 0.0 $90k 2.1k 41.76
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Fifth Third Bancorp Stock (FITB) 0.0 $88k 1.6k 56.37
Huntington Bancshares Stock (HBAN) 0.0 $88k 4.9k 17.73
Live Nation Entertainment Stock (LYV) 0.0 $87k 476.00 183.11
F5 Stock (FFIV) 0.0 $87k 209.00 416.00
Block Inc Cl A Stock (XYZ) 0.0 $87k 1.1k 76.00
Nvent Elec Stock (NVT) 0.0 $86k 509.00 169.60
Dimensional International Small Cap Value Etf Etf (DISV) 0.0 $86k 2.2k 40.13
Baker Hughes Company Cl A Stock (BKR) 0.0 $86k 1.5k 55.50
Iron Mtn Inc Del Reit (IRM) 0.0 $84k 666.00 126.31
Barrick Mng Corp Stock (B) 0.0 $83k 2.3k 36.73
Carrier Global Corporation Stock (CARR) 0.0 $82k 1.1k 73.36
Occidental Pete Corp Stock (OXY) 0.0 $81k 1.7k 48.56
Equifax Stock (EFX) 0.0 $80k 504.00 158.71
Realty Income Corp Reit (O) 0.0 $79k 1.3k 61.96
Hf Sinclair Corp Stock (DINO) 0.0 $79k 1.1k 69.65
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA) 0.0 $79k 38.00 2080.67
General Mills Stock (GIS) 0.0 $79k 2.3k 34.67
Consumer Staples Select Sector SPDR Fund Etf (XLP) 0.0 $78k 938.00 83.07
Nokia Corp Adr (NOK) 0.0 $78k 5.8k 13.28
Steel Dynamics Stock (STLD) 0.0 $77k 337.00 229.50
Biogen Stock (BIIB) 0.0 $76k 353.00 216.07
Crh Plc Ord Stock (CRH) 0.0 $76k 710.00 107.00
Cullen Frost Bankers Stock (CFR) 0.0 $76k 491.00 154.52
Dimensional International Value Etf Etf (DFIV) 0.0 $75k 1.4k 54.02
Cboe Global Mkts Stock (CBOE) 0.0 $74k 306.00 242.66
Keycorp Stock (KEY) 0.0 $74k 3.2k 23.05
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.0 $74k 1.1k 64.50
Vanguard Financials Etf Etf (VFH) 0.0 $73k 554.00 131.60
Humana Stock (HUM) 0.0 $72k 182.00 397.23
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $71k 618.00 114.18
Fortune Brands Innovations Stock (FBIN) 0.0 $70k 1.3k 54.90
Eversource Energy Stock (ES) 0.0 $70k 963.00 72.29
Chipotle Mexican Grill Stock (CMG) 0.0 $69k 2.0k 34.00
Bank Montreal Medium Stock (BMO) 0.0 $69k 392.00 176.70
Hanover Ins Group Stock (THG) 0.0 $69k 322.00 214.12
Roper Technologies Stock (ROP) 0.0 $69k 203.00 338.43
Everpure Inc Cl A Stock (P) 0.0 $67k 852.00 78.80
Edison Intl Stock (EIX) 0.0 $67k 900.00 74.45
Darling Ingredients Stock (DAR) 0.0 $66k 1.2k 54.62
Elanco Animal Health Stock (ELAN) 0.0 $66k 2.7k 24.61
Centerpoint Energy Stock (CNP) 0.0 $65k 1.5k 44.03
Apa Corporation Stock (APA) 0.0 $65k 2.0k 32.57
Ishares Russell 1000 Etf Etf (IWB) 0.0 $64k 157.00 409.50
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $64k 1.5k 42.59
Price T Rowe Group Stock (TROW) 0.0 $64k 559.00 113.69
Ge Healthcare Technologies Stock (GEHC) 0.0 $64k 992.00 64.00
Agnico Eagle Mines Stock (AEM) 0.0 $63k 409.00 155.13
Packaging Corp Amer Stock (PKG) 0.0 $63k 266.00 238.27
American Tower Corp Reit (AMT) 0.0 $63k 384.00 163.56
Zoetis Inc Cl A Stock (ZTS) 0.0 $62k 869.00 71.85
Boston Scientific Corp Stock (BSX) 0.0 $62k 1.4k 42.68
Blackrock Munihldgs Nj Qlty Cef (MUJ) 0.0 $62k 5.0k 12.31
Otis Worldwide Corp Stock (OTIS) 0.0 $61k 858.00 71.60
Dupont De Nemours Stock (DD) 0.0 $61k 448.00 135.63
Lloyds Banking Group Adr (LYG) 0.0 $60k 10k 5.83
Ishares Russell Midcap Etf Etf (IWR) 0.0 $59k 537.00 110.33
Nisource Stock (NI) 0.0 $59k 1.2k 47.55
Qnity Electronics Stock (Q) 0.0 $59k 358.00 163.30
Omnicom Group Stock (OMC) 0.0 $58k 791.00 72.84
Flowers Foods Stock (FLO) 0.0 $57k 7.2k 8.00
Manulife Finl Corp Stock (MFC) 0.0 $57k 1.4k 40.51
Dow Hldgs Stock (DOW) 0.0 $56k 2.1k 27.37
Southwest Airls Stock (LUV) 0.0 $56k 1.1k 51.42
Mueller Inds Stock (MLI) 0.0 $56k 455.00 123.00
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.0 $56k 212.00 263.33
Murphy Usa Stock (MUSA) 0.0 $54k 101.00 538.86
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $54k 1.5k 36.87
Aptargroup Stock (ATR) 0.0 $53k 424.00 125.20
Bluerock Pvt Real Estate Cef (BPRE) 0.0 $53k 4.0k 13.01
Mastec Stock (MTZ) 0.0 $52k 125.00 416.00
Vanguard Consumer Discretionary Etf Etf (VCR) 0.0 $51k 129.00 396.61
Tractor Supply Stock (TSCO) 0.0 $51k 1.6k 31.61
Rpm Intl Stock (RPM) 0.0 $50k 452.00 111.15
Vale S A Adr (VALE) 0.0 $50k 3.3k 15.04
Kimberly-clark Corp Stock (KMB) 0.0 $50k 452.00 109.67
First Horizon Corporation Stock (FHN) 0.0 $48k 1.9k 25.60
Mgic Invt Corp Wis Stock (MTG) 0.0 $47k 1.7k 28.20
Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB) 0.0 $47k 4.2k 11.30
Dimensional World Equity Etf Etf (DFAW) 0.0 $47k 573.00 82.19
Atlassian Corporation Cl A Stock (TEAM) 0.0 $47k 601.00 77.78
Deutsche Bk Ag Namen Akt Stock (DB) 0.0 $47k 1.4k 33.76
Ingersoll Rand Stock (IR) 0.0 $46k 558.00 82.00
Generac Hldgs Stock (GNRC) 0.0 $45k 154.00 292.79
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $45k 306.00 146.19
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $45k 434.00 102.81
Fidelity Natl Finl Stock (FNF) 0.0 $44k 941.00 47.00
Space Exploration Techn Corp Class A Com Stk Stock (SPCX) 0.0 $44k 258.00 170.87
Huntington Ingalls Inds Stock (HII) 0.0 $42k 151.00 279.83
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $42k 413.00 102.30
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $40k 566.00 71.25
Nike Inc Cl B Stock (NKE) 0.0 $39k 956.00 41.05
Golub Cap Bdc Cef (GBDC) 0.0 $39k 3.0k 12.88
Blue Owl Capital Inc Com Cl A Stock (OWL) 0.0 $39k 4.4k 8.75
Everest Group Stock (EG) 0.0 $38k 107.00 357.22
Paypal Hldgs Stock (PYPL) 0.0 $38k 877.00 43.21
Cubesmart Reit (CUBE) 0.0 $38k 951.00 39.75
Industrial Select Sector SPDR Fund Etf (XLI) 0.0 $38k 203.00 185.24
Assured Guaranty Stock (AGO) 0.0 $37k 466.00 80.16
Lincoln Elec Hldgs Stock (LECO) 0.0 $37k 140.00 265.51
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.0 $37k 251.00 147.73
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $37k 616.00 59.70
Las Vegas Sands Corp Stock (LVS) 0.0 $36k 777.00 46.18
Bridgebio Pharma Stock (BBIO) 0.0 $36k 478.00 74.50
Ferrari N V Stock (RACE) 0.0 $35k 94.00 372.30
Gold Fields Adr (GFI) 0.0 $35k 1.0k 33.59
Canadian Pacific Kansas City Stock (CP) 0.0 $35k 398.00 86.65
Xpo Stock (XPO) 0.0 $34k 166.00 205.00
Tyson Foods Inc Cl A Stock (TSN) 0.0 $33k 573.00 57.25
Vanguard Russell 1000 Value Etf Etf (VONV) 0.0 $32k 300.00 106.31
Global X Defense Tech Etf Etf (SHLD) 0.0 $31k 524.00 59.71
Coca Cola Cons Stock (COKE) 0.0 $31k 160.00 190.92
Carlyle Group Stock (CG) 0.0 $30k 722.00 42.11
Jacobs Solutions Stock (J) 0.0 $29k 233.00 126.00
State Street Spdr S&p Biotech Etf Etf (XBI) 0.0 $29k 185.00 158.25
Revvity Stock (RVTY) 0.0 $29k 262.00 111.26
Toast Inc Cl A Stock (TOST) 0.0 $29k 1.0k 27.82
Talen Energy Corp Stock (TLN) 0.0 $29k 75.00 384.26
Global X Uranium Etf Etf (URA) 0.0 $29k 657.00 43.70
Fidelity Low Volatility Factor Etf Etf (FDLO) 0.0 $29k 418.00 68.33
Nutrien Stock (NTR) 0.0 $29k 453.00 62.95
Avantis Emerging Markets Equity Etf Etf (AVEM) 0.0 $28k 289.00 96.49
Vaneck Uranium And Nuclear Etf Etf (NLR) 0.0 $28k 239.00 115.98
Sofi Technologies Stock (SOFI) 0.0 $27k 1.5k 17.93
National Fuel Gas Stock (NFG) 0.0 $27k 348.00 77.25
Middleby Corp Stock (MIDD) 0.0 $27k 155.00 172.00
Upwork Stock (UPWK) 0.0 $27k 3.2k 8.36
Ringcentral Inc Cl A Stock (RNG) 0.0 $26k 670.00 39.00
Fedex Fght Hldg Stock (FDXF) 0.0 $26k 171.00 151.00
Blackstone Mortgage Trust Inc Com Cl A Reit (BXMT) 0.0 $25k 1.5k 16.95
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $25k 141.00 178.60
Ftai Aviation Stock (FTAI) 0.0 $25k 92.00 271.00
Scotts Miracle-gro Co Cl A Stock (SMG) 0.0 $25k 366.00 68.11
Energy Select Sector SPDR Fund Etf (XLE) 0.0 $24k 459.00 53.11
Fiserv Stock (FISV) 0.0 $23k 476.00 49.06
Vanguard Total World Stock Etf Etf (VT) 0.0 $23k 148.00 156.95
Vaneck Bdc Income Etf Etf (BIZD) 0.0 $23k 1.8k 12.66
Element Solutions Stock (ESI) 0.0 $23k 471.00 47.80
Aegon Ltd Amer Reg 1 Cert Adr (AEG) 0.0 $22k 2.7k 8.44
Fidelity Natl Information Svcs Stock (FIS) 0.0 $22k 568.00 38.88
Elbit Sys Ltd Ord Stock (ESLT) 0.0 $22k 29.00 758.72
Borgwarner Stock (BWA) 0.0 $21k 321.00 66.40
Arm Holdings Adr (ARM) 0.0 $21k 60.00 354.57
Bwx Technologies Stock (BWXT) 0.0 $21k 109.00 194.65
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.0 $20k 255.00 77.10
Mosaic Stock (MOS) 0.0 $20k 926.00 21.18
Leidos Holdings Stock (LDOS) 0.0 $19k 182.00 103.00
Rithm Capital Corp Reit (RITM) 0.0 $18k 1.9k 9.39
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.0 $18k 130.00 136.68
Royal Gold Stock (RGLD) 0.0 $17k 87.00 199.59
Mercadolibre Stock (MELI) 0.0 $17k 10.00 1697.00
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $17k 202.00 82.65
Ishares Core High Dividend Etf Etf (HDV) 0.0 $17k 606.00 27.41
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.0 $16k 320.00 51.13
Ark Innovation Etf Etf (ARKK) 0.0 $16k 200.00 80.82
Schwab Fundamental U.s. Large Company Etf Etf (FNDX) 0.0 $16k 516.00 31.10
Vanguard Real Estate ETF Etf (VNQ) 0.0 $15k 160.00 96.43
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV) 0.0 $15k 135.00 110.35
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $15k 61.00 242.43
Jpmorgan U.s. Quality Factor Etf Etf (JQUA) 0.0 $15k 201.00 72.28
Agnc Invt Corp Reit (AGNC) 0.0 $14k 1.3k 10.90
Kayne Anderson Energy Infrstr Cef (KYN) 0.0 $14k 1.0k 13.83
Halozyme Therapeutics Stock (HALO) 0.0 $14k 173.00 78.00
Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $13k 443.00 29.43
Brookfield Real Assets Income Shs Ben Int Cef (RA) 0.0 $13k 1.0k 12.88
Starwood Ppty Tr Reit (STWD) 0.0 $12k 750.00 16.38
Saba Closed End Funds Etf Etf (CEFS) 0.0 $12k 460.00 25.64
Alamos Gold Inc Com Cl A Stock (AGI) 0.0 $11k 356.00 30.34
Vanguard Large-cap Etf Etf (VV) 0.0 $10k 30.00 343.90
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.0 $10k 101.00 100.67
Brunswick Corp Stock (BC) 0.0 $10k 120.00 84.25
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.0 $10k 220.00 45.52
Check Point Software Tech Ltd Ord Stock (CHKP) 0.0 $10k 76.00 131.43
Helmerich & Payne Stock (HP) 0.0 $10k 304.00 32.74
Udr Reit (UDR) 0.0 $9.7k 243.00 39.91
Crane Company Stock (CR) 0.0 $9.1k 41.00 223.00
Smith & Nephew Plc Spdn Adr (SNN) 0.0 $9.0k 312.00 28.81
Fomento Economico Mexicano Sab Adr (FMX) 0.0 $9.0k 70.00 127.90
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.0 $8.3k 123.00 67.56
Atlantic Un Bankshares Corp Stock (AUB) 0.0 $8.0k 189.00 42.40
State Street Spdr S&p Dividend Etf Etf (SDY) 0.0 $7.6k 50.00 152.18
Piper Sandler Companies Stock (PIPR) 0.0 $7.5k 104.00 72.33
Nu Hldgs Ltd Ord Shs Cl A Stock (NU) 0.0 $7.1k 535.00 13.36
Beone Medicines Adr (ONC) 0.0 $7.1k 25.00 284.96
Valley Natl Bancorp Stock (VLY) 0.0 $6.8k 452.00 15.00
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.0 $6.8k 71.00 95.44
Schein Henry Stock (HSIC) 0.0 $6.8k 81.00 83.51
Alkermes Stock (ALKS) 0.0 $6.7k 128.00 52.40
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $6.2k 186.00 33.29
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $6.2k 39.00 158.03
Pinnacle Finl Partners Stock (PNFP) 0.0 $5.9k 59.00 100.83
Saul Ctrs Reit (BFS) 0.0 $5.8k 156.00 37.38
Pjt Partners Inc Com Cl A Stock (PJT) 0.0 $5.6k 37.00 151.00
Exlservice Hldgs Stock (EXLS) 0.0 $5.6k 216.00 25.75
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) 0.0 $5.5k 109.00 50.37
Zscaler Stock (ZS) 0.0 $4.9k 35.00 141.00
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.0 $4.7k 81.00 57.67
Univest Financial Corporation Stock (UVSP) 0.0 $4.6k 105.00 43.74
Aerovironment Stock (AVAV) 0.0 $4.5k 27.00 165.07
Vornado Rlty Tr Sh Ben Int Reit (VNO) 0.0 $3.7k 95.00 39.31
Southstate Bk Corp Stock (SSB) 0.0 $3.7k 37.00 99.92
First Merchants Corp Stock (FRME) 0.0 $3.5k 80.00 43.75
Ishares Short Duration Bond Active Etf Etf (NEAR) 0.0 $3.5k 129.00 27.00
Ameris Bancorp Stock (ABCB) 0.0 $3.2k 35.00 90.25
Townebank Portsmouth Va Stock (TOWN) 0.0 $3.0k 82.00 36.25
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.0 $2.7k 22.00 124.77
Ingredion Stock (INGR) 0.0 $2.6k 27.00 95.00
Fortrea Hldgs Stock (FTRE) 0.0 $2.3k 134.00 17.40
Universal Corp Va Mtns Bk Ent Stock (UVV) 0.0 $2.0k 38.00 52.16
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.0 $1.8k 30.00 60.75
Red Rock Resorts Inc Cl A Stock (RRR) 0.0 $1.8k 28.00 65.06
Freshworks Inc Class A Stock (FRSH) 0.0 $1.8k 176.00 10.00
Lyft Inc Cl A Stock (LYFT) 0.0 $1.8k 121.00 14.50
Urban Edge Pptys Reit (UE) 0.0 $1.7k 76.00 23.00
Zoominfo Technologies Stock (GTM) 0.0 $1.7k 587.00 2.93
Kodiak Gas Svcs Stock (KGS) 0.0 $1.7k 22.00 75.12
Rayonier Reit (RYN) 0.0 $1.5k 72.00 21.28
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.0 $1.4k 21.00 67.24
Quantum Computing Stock (QUBT) 0.0 $1.4k 144.00 9.73
Brixmor Ppty Group Reit (BRX) 0.0 $1.4k 44.00 31.50
Connectone Bancorp Stock (CNOB) 0.0 $1.3k 38.00 33.45
Federal Agric Mtg Corp Cl C Stock (AGM) 0.0 $996.000000 5.00 199.20
Willscot Hldgs Corp Com Cl A Stock (WSC) 0.0 $981.141400 34.00 28.86
D-wave Quantum Stock (QBTS) 0.0 $912.000000 38.00 24.00
Energy Recovery Stock (ERII) 0.0 $910.999800 101.00 9.02
Hometrust Bancshares Stock (HTB) 0.0 $848.000800 17.00 49.88
Horizon Bancorp Ind Stock (HBNC) 0.0 $779.001600 39.00 19.97
Prothena Corp Stock (PRTA) 0.0 $753.999400 77.00 9.79
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.0 $720.000000 9.00 80.00
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $703.000000 1.00 703.00
Primis Financial Corp Stock (FRST) 0.0 $638.001000 39.00 16.36
Republic Bancorp Inc Ky Cl A Stock (RBCAA) 0.0 $633.000200 7.00 90.43
James Hardie Inds Plc Ord Stock (JHX) 0.0 $628.000800 24.00 26.17
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.0 $571.000000 2.00 285.50
Snap Inc Cl A Stock (SNAP) 0.0 $555.000000 125.00 4.44
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $434.000400 12.00 36.17
Schwab International Equity Etf Etf (SCHF) 0.0 $359.999900 13.00 27.69
Innodata Stock (INOD) 0.0 $227.000100 3.00 75.67
Haemonetics Corp Mass Stock (HAE) 0.0 $225.000000 3.00 75.00
Ishares Select Dividend Etf Etf (DVY) 0.0 $0 0 0.00
Dimensional Ultrashort Fixed Income Etf Etf (DUSB) 0.0 $0 0 0.00