Center for Financial Planning

Center for Financial Planning as of June 30, 2026

Portfolio Holdings for Center for Financial Planning

Center for Financial Planning holds 666 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
Vanguard Index Fds S&p 500 Etf Shs (VOO) 35.3 $377M 549k 686.81
Ishares Tr Core Us Aggbd Et (AGG) 10.0 $107M 1.1M 98.98
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 7.9 $84M 1.7M 50.39
Vanguard Index Fds Small Cp Etf (VB) 7.3 $78M 257k 303.12
Vanguard Index Fds Mid Cap Etf (VO) 5.1 $55M 678k 80.57
Ishares Tr Core Msci Eafe (IEFA) 3.9 $42M 434k 96.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $35M 592k 59.69
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.8 $20M 90k 219.43
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.3 $14M 19.00 748850.00
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.3 $14M 56k 242.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $11M 131k 85.49
Microsoft Corporation (MSFT) 0.9 $9.8M 26k 373.02
Apple (AAPL) 0.9 $9.3M 32k 289.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $7.6M 15k 500.39
Alphabet Cap Stk Cl C (GOOG) 0.6 $6.9M 20k 353.33
Amazon (AMZN) 0.6 $6.0M 25k 238.34
JPMorgan Chase & Co. (JPM) 0.5 $5.7M 17k 327.34
Vanguard Index Fds Growth Etf (VUG) 0.4 $4.6M 53k 86.14
Abbvie (ABBV) 0.4 $4.4M 17k 251.63
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $4.4M 28k 154.29
Johnson & Johnson (JNJ) 0.4 $4.0M 16k 253.97
Vanguard World Inf Tech Etf (VGT) 0.4 $3.9M 33k 119.52
Broadcom (AVGO) 0.4 $3.8M 10k 377.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $3.8M 49k 77.11
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $3.7M 10k 365.69
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $3.2M 65k 49.78
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $3.2M 4.3k 746.75
Nextera Energy (NEE) 0.3 $3.0M 35k 87.77
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.9M 7.9k 370.04
Raymond James Financial (RJF) 0.3 $2.9M 19k 152.03
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 0.3 $2.7M 75k 36.53
Procter & Gamble Company (PG) 0.2 $2.6M 18k 146.64
Vanguard Index Fds Value Etf (VTV) 0.2 $2.5M 11k 217.93
McKesson Corporation (MCK) 0.2 $2.5M 3.3k 755.60
First Tr Exchange-traded Ltd Dur Invt Etf (FSIG) 0.2 $2.4M 125k 18.86
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $2.3M 49k 47.41
Motorola Solutions Com New (MSI) 0.2 $2.2M 5.3k 415.29
American Express Company (AXP) 0.2 $2.2M 6.4k 338.25
Exxon Mobil Corporation (XOM) 0.2 $2.0M 15k 136.72
Chevron Corporation (CVX) 0.2 $2.0M 12k 165.76
NVIDIA Corporation (NVDA) 0.2 $2.0M 10k 200.09
Thermo Fisher Scientific (TMO) 0.2 $2.0M 4.0k 501.36
Vanguard Index Fds Large Cap Etf (VV) 0.2 $2.0M 5.8k 343.88
Colgate-Palmolive Company (CL) 0.2 $2.0M 22k 91.68
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $2.0M 13k 148.31
Coca-Cola Company (KO) 0.2 $1.9M 23k 81.27
Abbott Laboratories (ABT) 0.2 $1.8M 20k 90.74
Pepsi (PEP) 0.2 $1.8M 13k 135.40
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.8M 5.0k 357.35
Home Depot (HD) 0.2 $1.7M 4.9k 352.71
Eaton Corp SHS (ETN) 0.2 $1.7M 4.0k 426.17
Advanced Micro Devices (AMD) 0.2 $1.7M 3.0k 580.91
Stryker Corporation (SYK) 0.1 $1.6M 5.1k 314.84
salesforce (CRM) 0.1 $1.6M 10k 156.65
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.6M 2.1k 748.89
Merck & Co (MRK) 0.1 $1.5M 11k 128.50
McDonald's Corporation (MCD) 0.1 $1.4M 5.3k 270.29
Wal-Mart Stores (WMT) 0.1 $1.3M 12k 113.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.3M 1.8k 736.41
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.3M 5.6k 236.63
Union Pacific Corporation (UNP) 0.1 $1.3M 4.8k 272.01
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.3M 25k 50.58
3M Company (MMM) 0.1 $1.2M 7.4k 161.91
Marathon Petroleum Corp (MPC) 0.1 $1.2M 4.7k 255.70
Eli Lilly & Co. (LLY) 0.1 $1.2M 995.00 1199.43
Tesla Motors (TSLA) 0.1 $1.2M 2.8k 420.60
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.1 $1.1M 14k 81.94
Cisco Systems (CSCO) 0.1 $1.1M 9.6k 117.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.1M 15k 71.25
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $1.1M 20k 54.03
Philip Morris International (PM) 0.1 $1.1M 5.8k 180.91
Illinois Tool Works (ITW) 0.1 $1.0M 3.8k 270.47
Ge Vernova (GEV) 0.1 $1.0M 879.00 1174.86
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $1.0M 21k 48.25
DTE Energy Company (DTE) 0.1 $997k 6.5k 152.38
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $981k 8.9k 110.32
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $979k 4.4k 221.20
Ishares Tr Russell 2000 Etf (IWM) 0.1 $960k 3.2k 300.45
Ishares Tr Futu Ai Tech Etf (ARTY) 0.1 $905k 12k 76.16
Emerson Electric (EMR) 0.1 $889k 6.2k 143.15
International Business Machines (IBM) 0.1 $879k 3.1k 281.25
Vanguard World Health Car Etf (VHT) 0.1 $873k 2.9k 299.01
American Tower Reit (AMT) 0.1 $857k 5.2k 163.57
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $834k 6.1k 136.68
Analog Devices (ADI) 0.1 $831k 2.1k 397.17
Vanguard World Energy Etf (VDE) 0.1 $825k 5.5k 150.13
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) 0.1 $807k 27k 29.72
Trane Technologies SHS (TT) 0.1 $750k 1.5k 491.13
Ford Motor Company (F) 0.1 $749k 54k 13.90
Omni (OMC) 0.1 $745k 10k 72.83
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $727k 13k 55.01
Chubb (CB) 0.1 $723k 2.1k 340.75
Meta Platforms Cl A (META) 0.1 $708k 1.3k 563.33
Visa Com Cl A (V) 0.1 $698k 2.0k 343.01
Progressive Corporation (PGR) 0.1 $693k 3.2k 218.45
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $692k 20k 34.81
Dover Corporation (DOV) 0.1 $689k 3.1k 224.28
Dana Holding Corporation (DAN) 0.1 $653k 24k 27.21
Delta Air Lines Com New (DAL) 0.1 $637k 6.8k 93.66
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT) 0.1 $626k 18k 34.84
Raytheon Technologies Corp (RTX) 0.1 $624k 3.3k 189.73
Ishares Tr U.s. Tech Etf (IYW) 0.1 $601k 2.4k 252.23
Air Products & Chemicals (APD) 0.1 $586k 2.0k 293.18
Johnson Controls Internation SHS (JCI) 0.1 $569k 3.9k 146.11
Darden Restaurants (DRI) 0.1 $542k 2.6k 206.01
Applied Materials (AMAT) 0.1 $541k 748.00 723.26
Danaher Corporation (DHR) 0.0 $527k 2.8k 190.48
Cummins (CMI) 0.0 $519k 727.00 713.21
Verizon Communications (VZ) 0.0 $516k 12k 42.34
Nxp Semiconductors N V (NXPI) 0.0 $501k 1.8k 281.03
Morgan Stanley Etf Trust Eato Va Dura Etf (EVSD) 0.0 $499k 9.8k 50.85
Amgen (AMGN) 0.0 $489k 1.3k 362.24
Adobe Systems Incorporated (ADBE) 0.0 $486k 2.4k 205.02
Arista Networks Com Shs (ANET) 0.0 $470k 2.8k 169.88
Cme (CME) 0.0 $456k 2.1k 220.84
Ishares Tr Eafe Value Etf (EFV) 0.0 $449k 5.9k 76.55
TJX Companies (TJX) 0.0 $446k 2.9k 151.50
Ge Aerospace Com New (GE) 0.0 $446k 1.2k 373.73
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $442k 222.00 1989.44
Credit Acceptance (CACC) 0.0 $427k 670.00 636.74
S&p Global (SPGI) 0.0 $406k 998.00 407.26
Altria (MO) 0.0 $396k 5.5k 71.95
Allstate Corporation (ALL) 0.0 $393k 1.7k 238.01
Yum! Brands (YUM) 0.0 $393k 2.5k 159.85
Huntington Bancshares Incorporated (HBAN) 0.0 $385k 22k 17.73
Realty Income (O) 0.0 $385k 6.2k 61.96
Ishares Tr National Mun Etf (MUB) 0.0 $379k 3.5k 107.62
Caterpillar (CAT) 0.0 $374k 351.00 1064.90
Entergy Corporation (ETR) 0.0 $363k 3.2k 114.86
Ishares Tr Msci Eafe Etf (EFA) 0.0 $357k 3.4k 103.88
Walt Disney Company (DIS) 0.0 $354k 3.7k 96.26
Dt Midstream Common Stock (DTM) 0.0 $351k 2.4k 146.71
Rockwell Automation (ROK) 0.0 $350k 707.00 495.08
Netflix (NFLX) 0.0 $346k 4.9k 71.40
Edwards Lifesciences (EW) 0.0 $345k 3.8k 90.46
Mondelez Intl Cl A (MDLZ) 0.0 $343k 5.9k 57.84
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) 0.0 $335k 9.0k 37.24
Pfizer (PFE) 0.0 $326k 14k 24.08
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $312k 2.0k 158.03
Manulife Finl Corp (MFC) 0.0 $303k 7.5k 40.51
General Mills (GIS) 0.0 $296k 8.5k 34.80
Spdr Series Trust ST STR SP600SM C (SLYV) 0.0 $292k 2.7k 109.11
Henry Schein (HSIC) 0.0 $285k 3.4k 83.52
Ishares Tr Tips Bd Etf (TIP) 0.0 $282k 2.6k 109.43
Arthur J. Gallagher & Co. (AJG) 0.0 $281k 1.2k 229.57
Lockheed Martin Corporation (LMT) 0.0 $281k 551.00 509.46
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $278k 1.7k 164.27
Diamondback Energy (FANG) 0.0 $273k 1.6k 175.82
Amphenol Corp Cl A (APH) 0.0 $271k 1.5k 176.32
Spdr Gold Tr Gold Shs (GLD) 0.0 $266k 722.00 368.38
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $266k 675.00 393.96
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $266k 2.1k 124.17
Costco Wholesale Corporation (COST) 0.0 $264k 282.00 935.47
Uber Technologies (UBER) 0.0 $259k 3.6k 72.16
Dex (DXCM) 0.0 $258k 3.8k 67.35
UnitedHealth (UNH) 0.0 $252k 607.00 415.38
Service Corporation International (SCI) 0.0 $245k 3.2k 75.96
Ishares Tr Core 60 Bala Etf (AOR) 0.0 $244k 3.5k 69.50
Spdr Series Trust St Str Sp Div (SDY) 0.0 $244k 1.6k 152.18
At&t (T) 0.0 $243k 12k 20.70
Chipotle Mexican Grill (CMG) 0.0 $243k 7.1k 34.00
Bank of America Corporation (BAC) 0.0 $240k 4.2k 56.98
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $234k 2.3k 102.25
United Parcel Svcs CL B (UPS) 0.0 $232k 2.2k 107.50
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $225k 3.3k 68.41
LCNB (LCNB) 0.0 $223k 13k 17.59
Lululemon Athletica (LULU) 0.0 $220k 1.9k 114.18
Public Storage (PSA) 0.0 $218k 686.00 318.31
Stanley Black & Decker (SWK) 0.0 $217k 2.3k 94.12
Aon Shs Cl A (AON) 0.0 $217k 653.00 331.69
Wells Fargo & Company (WFC) 0.0 $211k 2.6k 82.64
Oracle Corporation (ORCL) 0.0 $209k 1.4k 146.55
Iqvia Holdings (IQV) 0.0 $191k 986.00 193.22
Ea Series Trust Freedom 100 Em (FRDM) 0.0 $190k 2.6k 72.90
Reddit Cl A (RDDT) 0.0 $189k 1.1k 173.58
Howmet Aerospace (HWM) 0.0 $188k 700.00 268.86
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $186k 356.00 522.39
Nucor Corporation (NUE) 0.0 $183k 822.00 222.75
Intuitive Surgical Com New (ISRG) 0.0 $182k 458.00 397.68
Duke Energy Corp Com New (DUK) 0.0 $182k 1.4k 126.58
Jabil Circuit (JBL) 0.0 $181k 470.00 385.48
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $180k 1.9k 96.43
Boeing Company (BA) 0.0 $180k 829.00 216.47
Constellation Energy (CEG) 0.0 $179k 722.00 248.37
Intel Corporation (INTC) 0.0 $174k 1.2k 139.59
Zoetis Cl A (ZTS) 0.0 $170k 2.4k 71.86
Halliburton Company (HAL) 0.0 $168k 5.0k 33.95
Newmont Mining Corporation (NEM) 0.0 $168k 1.8k 93.40
Us Bancorp Com New (USB) 0.0 $166k 2.8k 60.41
Best Buy (BBY) 0.0 $164k 2.2k 75.88
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $163k 1.2k 137.53
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $163k 559.00 290.62
Dell Technologies CL C (DELL) 0.0 $161k 373.00 431.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $160k 1.9k 83.75
Coherent Corp (COHR) 0.0 $158k 400.00 394.47
Fidelity National Information Services (FIS) 0.0 $155k 4.0k 38.88
Mastercard Incorporated Cl A (MA) 0.0 $154k 300.00 513.60
Vanguard Wellington Us Quality (VFQY) 0.0 $153k 900.00 170.29
Vanguard World Utilities Etf (VPU) 0.0 $153k 783.00 195.73
Cadence Design Systems (CDNS) 0.0 $149k 397.00 375.32
Novo-nordisk A S Adr (NVO) 0.0 $148k 3.1k 47.94
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $145k 736.00 197.60
Rbb Fund Trust Firs Eagl Ov Etf (FEOE) 0.0 $142k 2.7k 53.40
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $140k 891.00 156.95
Southern Company (SO) 0.0 $140k 1.5k 95.69
CVS Caremark Corporation (CVS) 0.0 $139k 1.3k 103.45
State Street Corporation (STT) 0.0 $136k 800.00 169.60
Anthem (ELV) 0.0 $135k 349.00 386.73
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.0 $135k 2.4k 55.77
Crowdstrike Hldgs Cl A (CRWD) 0.0 $134k 176.00 763.14
Oge Energy Corp (OGE) 0.0 $133k 2.7k 48.66
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $132k 1.4k 94.57
Ishares Tr Copper & Metals (ICOP) 0.0 $130k 2.6k 49.23
AFLAC Incorporated (AFL) 0.0 $127k 1.1k 117.25
Capital Group Dividend Value Shs Creat Unit (CGDV) 0.0 $127k 2.6k 49.28
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $127k 265.00 477.57
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $125k 1.5k 82.34
Parker-Hannifin Corporation (PH) 0.0 $124k 127.00 978.13
Landstar System (LSTR) 0.0 $124k 600.00 206.81
Norfolk Southern (NSC) 0.0 $124k 394.00 314.59
Celestica (CLS) 0.0 $123k 338.00 364.80
Moody's Corporation (MCO) 0.0 $121k 266.00 452.92
Adtalem Global Ed (CVSA) 0.0 $117k 935.00 124.66
Synopsys (SNPS) 0.0 $115k 258.00 446.07
Unum (UNM) 0.0 $115k 1.3k 89.40
Digital World Acquisition Co Class A (DJT) 0.0 $115k 15k 7.74
Global X Fds 1 3 Mo T Bi Et (CLIP) 0.0 $113k 1.1k 100.34
Carrier Global Corporation (CARR) 0.0 $111k 1.5k 73.35
Ishares Core Msci Emkt (IEMG) 0.0 $108k 1.3k 82.84
Nexstar Media Group Common Stock (NXST) 0.0 $108k 605.00 178.59
IDEXX Laboratories (IDXX) 0.0 $108k 205.00 526.44
Eversource Energy (ES) 0.0 $108k 1.5k 72.27
PPG Industries (PPG) 0.0 $105k 868.00 121.29
Caci Intl Cl A (CACI) 0.0 $104k 225.00 463.26
Medtronic SHS (MDT) 0.0 $103k 1.3k 78.23
Corteva (CTVA) 0.0 $103k 1.2k 84.66
Repligen Corporation (RGEN) 0.0 $103k 755.00 136.44
American Axle & Manufact. Holdings (DCH) 0.0 $103k 19k 5.42
Essex Property Trust (ESS) 0.0 $102k 350.00 291.59
Palo Alto Networks (PANW) 0.0 $100k 294.00 341.02
Astrazeneca Ord (AZN) 0.0 $100k 528.00 189.62
Comcast Corp Cl A (CMCSA) 0.0 $98k 4.0k 24.55
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $98k 660.00 147.73
Bristol Myers Squibb (BMY) 0.0 $96k 1.7k 57.62
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $96k 588.00 163.67
D-wave Quantum (QBTS) 0.0 $95k 4.0k 23.99
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.0 $95k 1.2k 78.03
Wisdomtree Tr Arti Int Inn Fd (WTAI) 0.0 $95k 2.0k 47.47
Charles Schwab Corporation (SCHW) 0.0 $94k 1.0k 92.27
Enterprise Products Partners (EPD) 0.0 $93k 2.5k 36.76
Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $93k 1.8k 51.51
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $92k 982.00 93.25
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $91k 1.3k 69.90
PPL Corporation (PPL) 0.0 $91k 2.5k 36.35
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $91k 530.00 170.86
Rigetti Computing Common Stock (RGTI) 0.0 $89k 4.6k 19.32
Applied Digital Corp Com New (APLD) 0.0 $89k 2.4k 37.30
Yum China Holdings (YUMC) 0.0 $88k 2.2k 40.87
H&R Block (HRB) 0.0 $88k 2.3k 38.08
Procept Biorobotics Corp (PRCT) 0.0 $84k 3.7k 22.58
Arqit Quantum Com New (ARQQ) 0.0 $84k 2.8k 29.72
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $82k 2.6k 31.71
Qualcomm (QCOM) 0.0 $82k 443.00 184.79
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $80k 2.1k 38.23
Copa Holdings Sa Cl A (CPA) 0.0 $80k 516.00 155.57
Ondas Com New (ONDS) 0.0 $79k 9.6k 8.24
Coreweave Com Cl A (CRWV) 0.0 $79k 790.00 99.54
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $77k 80.00 965.00
Bloom Energy Corp Com Cl A (BE) 0.0 $76k 252.00 302.70
Target Corporation (TGT) 0.0 $76k 583.00 130.58
Preformed Line Products Company (PLPC) 0.0 $76k 185.00 410.56
Blackstone Group Inc Com Cl A (BX) 0.0 $75k 640.00 117.67
FirstEnergy (FE) 0.0 $74k 1.6k 47.54
Coinbase Global Com Cl A (COIN) 0.0 $74k 506.00 146.19
Bilibili Spons Ads Rep Z (BILI) 0.0 $74k 4.3k 17.03
Intuit (INTU) 0.0 $74k 283.00 261.00
Marriott Intl Cl A (MAR) 0.0 $74k 199.00 370.59
Venture Global Com Cl A (VG) 0.0 $72k 6.5k 11.13
Mp Materials Corp Com Cl A (MP) 0.0 $71k 1.3k 56.01
Block Cl A (XYZ) 0.0 $70k 917.00 76.00
Qnity Electronics Common Stock (Q) 0.0 $69k 425.00 163.31
Trustmark Corporation (TRMK) 0.0 $69k 1.5k 46.01
Dupont De Nemours Common Stock (DD) 0.0 $69k 507.00 135.64
NVR (NVR) 0.0 $68k 10.00 6813.40
First Tr Exchange-traded SHS (FVD) 0.0 $67k 1.4k 48.18
USA Rare Earth Inc A (USAR) 0.0 $67k 3.1k 21.58
Las Vegas Sands (LVS) 0.0 $67k 1.4k 46.19
MetLife (MET) 0.0 $66k 778.00 84.61
Spdr Series Trust St Str Sp Aero (XAR) 0.0 $65k 230.00 283.79
Ishares Gold Tr Ishares New (IAU) 0.0 $64k 850.00 75.51
Doordash Cl A (DASH) 0.0 $64k 345.00 184.53
Globe Life (GL) 0.0 $63k 354.00 178.68
Ameriprise Financial (AMP) 0.0 $63k 137.00 458.77
Kroger (KR) 0.0 $63k 1.1k 55.53
Nu Hldgs Ord Shs Cl A (NU) 0.0 $61k 4.6k 13.36
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $61k 285.00 212.77
L3harris Technologies (LHX) 0.0 $60k 207.00 291.09
ConocoPhillips (COP) 0.0 $60k 578.00 103.96
Ionq Inc Pipe (IONQ) 0.0 $60k 1.1k 53.26
Ishares Tr Russell 3000 Etf (IWV) 0.0 $59k 139.00 426.40
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $56k 549.00 102.81
Corning Incorporated (GLW) 0.0 $56k 220.00 255.43
Fifth Third Ban (FITB) 0.0 $56k 987.00 56.37
Ishares Tr Global 100 Etf (IOO) 0.0 $55k 404.00 136.60
Xanadu Quantum Technolo Sub Vtg B (XNDU) 0.0 $55k 4.6k 12.11
Carnival Corp Common Shares (CCL) 0.0 $55k 1.9k 28.57
Otis Worldwide Corp (OTIS) 0.0 $54k 755.00 71.60
Vanguard World Consum Dis Etf (VCR) 0.0 $54k 136.00 396.61
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $54k 597.00 90.10
Vanguard World Mega Cap Index (MGC) 0.0 $53k 195.00 273.63
Chefs Whse (CHEF) 0.0 $53k 550.00 96.10
Community Bank System (CBU) 0.0 $52k 780.00 67.12
Tapestry (TPR) 0.0 $52k 356.00 146.38
Solventum Corp Com Shs (SOLV) 0.0 $52k 669.00 77.15
J P Morgan Exchange Traded F Rlty Income Etf (JPRE) 0.0 $51k 981.00 52.18
Royce Value Trust (RVT) 0.0 $51k 2.8k 18.47
American Financial (AFG) 0.0 $51k 363.00 139.94
Gentex Corporation (GNTX) 0.0 $51k 2.0k 25.27
Consolidated Edison (ED) 0.0 $50k 456.00 110.63
Honeywell International (HON) 0.0 $50k 217.00 232.21
Cloudflare Cl A Com (NET) 0.0 $49k 200.00 245.28
WD-40 Company (WDFC) 0.0 $49k 200.00 243.64
Archer Daniels Midland Company (ADM) 0.0 $48k 634.00 76.40
Deere & Company (DE) 0.0 $48k 76.00 634.34
Ast Spacemobile Com Cl A (ASTS) 0.0 $48k 537.00 88.86
Cigna Corp (CI) 0.0 $47k 172.00 275.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $46k 631.00 73.41
Automatic Data Processing (ADP) 0.0 $46k 205.00 223.95
Warner Bros Discovery Com Ser A (WBD) 0.0 $46k 1.7k 26.66
Alta Equipment Group Common Stock (ALTG) 0.0 $46k 7.0k 6.47
Invitation Homes (INVH) 0.0 $45k 1.5k 30.21
Loews Corporation (L) 0.0 $45k 400.00 113.21
CarMax (KMX) 0.0 $45k 850.00 52.89
BP Sponsored Adr (BP) 0.0 $45k 1.2k 36.95
Fb Finl (FBK) 0.0 $44k 800.00 55.35
Apollo Global Mgmt (APO) 0.0 $44k 372.00 118.31
Dominion Resources (D) 0.0 $44k 641.00 68.29
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $43k 175.00 247.89
Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $43k 273.00 158.66
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $43k 1.3k 33.29
Keysight Technologies (KEYS) 0.0 $43k 123.00 350.07
Cameco Corporation (CCJ) 0.0 $43k 420.00 101.86
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $43k 176.00 242.43
Palantir Technologies Cl A (PLTR) 0.0 $43k 365.00 116.67
Devon Energy Corporation (DVN) 0.0 $43k 1.0k 41.32
Masco Corporation (MAS) 0.0 $42k 517.00 81.37
Dow (DOW) 0.0 $42k 1.5k 27.36
Asana Cl A (ASAN) 0.0 $42k 6.0k 7.00
Blue Owl Capital Com Cl A (OWL) 0.0 $42k 4.8k 8.75
Metropcs Communications (TMUS) 0.0 $42k 249.00 167.73
Bhp Billiton Sponsored Ads (BHP) 0.0 $42k 500.00 83.31
Vertiv Holdings Com Cl A (VRT) 0.0 $42k 124.00 334.82
Paypal Holdings (PYPL) 0.0 $42k 960.00 43.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $40k 1.4k 27.70
Intercontinental Exchange (ICE) 0.0 $40k 325.00 123.18
Blackberry (BB) 0.0 $40k 3.2k 12.65
Ishares Tr U.s. Finls Etf (IYF) 0.0 $40k 310.00 127.51
Wec Energy Group (WEC) 0.0 $39k 333.00 116.77
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.0 $39k 725.00 53.61
Public Service Enterprise (PEG) 0.0 $38k 469.00 81.16
Enbridge (ENB) 0.0 $38k 695.00 54.21
Korea Com New (KF) 0.0 $38k 500.00 75.21
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $37k 56.00 655.89
Eaton Vance Mun Income Term SHS (ETX) 0.0 $36k 1.9k 18.75
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.0 $36k 600.00 59.54
Hartford Financial Services (HIG) 0.0 $35k 266.00 132.52
Eaton Vance Natl Mun Opport Com Shs (EOT) 0.0 $35k 2.0k 17.62
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $35k 450.00 77.91
AECOM Technology Corporation (ACM) 0.0 $35k 500.00 69.80
CSX Corporation (CSX) 0.0 $34k 720.00 47.53
United Rentals (URI) 0.0 $34k 30.00 1132.90
Infleqtion Com Shs (INFQ) 0.0 $34k 2.5k 13.32
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.0 $34k 1.5k 22.20
Box Cl A (BOX) 0.0 $33k 1.3k 26.54
Energizer Holdings (ENR) 0.0 $33k 1.5k 21.44
Novartis Sponsored Adr (NVS) 0.0 $33k 210.00 156.72
Spdr Series Trust St Str P400mid (SPMD) 0.0 $33k 481.00 67.56
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $32k 951.00 33.84
Xylem (XYL) 0.0 $31k 266.00 118.21
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $31k 552.00 56.52
Spdr Series Trust St Str Conv Etf (CWB) 0.0 $31k 284.00 107.82
Exelon Corporation (EXC) 0.0 $30k 653.00 46.62
Spdr Series Trust St Intl Bbg Etf (BWX) 0.0 $30k 1.4k 21.68
Topbuild 0.0 $30k 85.00 354.54
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $30k 122.00 246.21
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $30k 610.00 48.43
Gabelli Dividend & Income Trust (GDV) 0.0 $29k 1.0k 29.40
Bitwise Ethereum Etf SHS (ETHW) 0.0 $29k 2.6k 11.28
Valero Energy Corporation (VLO) 0.0 $29k 112.00 260.45
Spdr Series Trust ST STR SP600 SML (SPSM) 0.0 $29k 500.00 57.67
Ishares Tr Core Msci Intl (IDEV) 0.0 $29k 323.00 89.01
Principal Financial (PFG) 0.0 $29k 264.00 107.78
Goldman Sachs (GS) 0.0 $28k 28.00 1011.39
Texas Instruments Incorporated (TXN) 0.0 $28k 94.00 298.07
General Dynamics Corporation (GD) 0.0 $28k 78.00 354.24
Southwest Airlines (LUV) 0.0 $27k 533.00 51.42
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $27k 88.00 306.31
Ross Stores (ROST) 0.0 $27k 126.00 212.86
Ishares Silver Tr Ishares (SLV) 0.0 $27k 500.00 53.47
American Water Works (AWK) 0.0 $26k 200.00 131.58
Servicenow (NOW) 0.0 $26k 265.00 99.28
Itt (ITT) 0.0 $26k 133.00 197.77
Synchrony Financial (SYF) 0.0 $26k 340.00 76.12
Honeywell Aerospace (HONA) 0.0 $26k 117.00 221.09
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.0 $25k 500.00 50.49
Dollar General (DG) 0.0 $25k 217.00 115.11
AmerisourceBergen (COR) 0.0 $25k 88.00 282.99
Blackrock (BLK) 0.0 $24k 25.00 961.56
Citizens Community Ban (CZWI) 0.0 $23k 1.0k 23.39
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $23k 300.00 77.25
Axogen (AXGN) 0.0 $23k 500.00 46.19
Rivian Automotive Com Cl A (RIVN) 0.0 $23k 1.3k 17.35
American Healthcare Reit Com Shs (AHR) 0.0 $23k 432.00 52.15
American Intl Group Com New (AIG) 0.0 $22k 300.00 74.53
General Motors Company (GM) 0.0 $22k 284.00 77.08
Nike CL B (NKE) 0.0 $22k 527.00 41.05
Hewlett Packard Enterprise (HPE) 0.0 $21k 467.00 45.11
Monster Beverage Corp (MNST) 0.0 $21k 216.00 96.12
Ameren Corporation (AEE) 0.0 $21k 181.00 113.04
Live Oak Bancshares (LOB) 0.0 $20k 500.00 40.84
Goodrx Hldgs Com Cl A (GDRX) 0.0 $20k 7.0k 2.88
Assurant (AIZ) 0.0 $20k 75.00 268.53
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $20k 309.00 64.01
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $20k 250.00 79.03
Re/max Hldgs Cl A (RMAX) 0.0 $20k 2.0k 9.86
Nuveen Muni Value Fund (NUV) 0.0 $19k 2.1k 9.22
Kinder Morgan (KMI) 0.0 $19k 600.00 31.97
Prudential Financial (PRU) 0.0 $19k 178.00 107.73
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $19k 116.00 164.60
Citigroup Com New (C) 0.0 $19k 136.00 139.96
Independence Realty Trust In (IRT) 0.0 $19k 1.1k 16.69
Hp (HPQ) 0.0 $19k 850.00 21.94
Sherwin-Williams Company (SHW) 0.0 $19k 54.00 344.33
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $18k 192.00 95.98
Ingevity (NGVT) 0.0 $18k 246.00 74.67
Paramount Skydance Corp Com Cl B (PSKY) 0.0 $18k 1.9k 9.86
Hagerty Cl A Com (HGTY) 0.0 $18k 1.5k 11.92
Vanguard World Financials Etf (VFH) 0.0 $18k 136.00 131.60
Amplify Etf Tr Block Techn Etf (BLOK) 0.0 $18k 281.00 62.63
Zscaler Incorporated (ZS) 0.0 $18k 124.00 141.15
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $17k 229.00 75.45
Ametek (AME) 0.0 $17k 71.00 241.94
Simon Property (SPG) 0.0 $17k 76.00 223.66
Toyota Motor Corp Ads (TM) 0.0 $17k 100.00 168.42
Archer Aviation Com Cl A (ACHR) 0.0 $17k 3.5k 4.73
Sofi Technologies (SOFI) 0.0 $17k 925.00 17.93
Fortune Brands (FBIN) 0.0 $17k 300.00 54.90
Mercantile Bank (MBWM) 0.0 $16k 283.00 57.42
Ishares Tr Ultra Short Dur (ICSH) 0.0 $16k 313.00 50.58
Totalenergies Se Act (TTE) 0.0 $16k 200.00 77.76
Cheniere Energy Com New (LNG) 0.0 $16k 65.00 239.02
HSBC HLDGS Spon Adr New (HSBC) 0.0 $16k 163.00 95.09
National Fuel Gas (NFG) 0.0 $15k 200.00 77.21
Spinnaker Etf Series Sele Sto Eur Etf (EUAD) 0.0 $15k 363.00 42.18
Travelers Companies (TRV) 0.0 $15k 45.00 330.13
Sunrun (RUN) 0.0 $15k 1.1k 13.38
Moderna (MRNA) 0.0 $15k 210.00 70.03
Calamos Conv Opportunities & Sh Ben Int (CHI) 0.0 $15k 1.1k 13.44
Knight-swift Transn Hldgs In Cl A (KNX) 0.0 $15k 187.00 77.87
Gilead Sciences (GILD) 0.0 $15k 115.00 126.36
Magnolia Oil & Gas Corp Cl A (MGY) 0.0 $15k 566.00 25.58
DNP Select Income Fund (DNP) 0.0 $14k 1.3k 10.79
Joby Aviation Common Stock (JOBY) 0.0 $14k 1.6k 8.92
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $14k 129.00 109.08
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $14k 207.00 67.24
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $14k 200.00 69.08
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $14k 110.00 124.43
PNC Financial Services (PNC) 0.0 $14k 55.00 246.24
Steris Shs Usd (STE) 0.0 $14k 64.00 210.58
Starbucks Corporation (SBUX) 0.0 $13k 131.00 102.25
Everpure Cl A (P) 0.0 $13k 170.00 78.79
Starwood Property Trust (STWD) 0.0 $13k 805.00 16.38
Ngl Energy Partners Com Unit Repst (NGL) 0.0 $13k 800.00 15.93
Grayscale Coindesk Crypto Usd Shs (GDLC) 0.0 $13k 480.00 26.39
Adma Biologics (ADMA) 0.0 $13k 1.5k 8.37
Global X Fds Lithium Btry Etf (LIT) 0.0 $12k 159.00 78.28
Under Armour CL C (UA) 0.0 $12k 2.0k 6.22
Kimberly-Clark Corporation (KMB) 0.0 $12k 113.00 109.78
Electronic Arts (EA) 0.0 $12k 60.00 205.05
Ishares Tr Esg Aware Msci (ESML) 0.0 $12k 218.00 55.93
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $12k 501.00 24.14
Te Connectivity Ord Shs (TEL) 0.0 $12k 59.00 201.61
Chargepoint Holdings Com Shs (CHPT) 0.0 $12k 2.0k 5.91
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $12k 91.00 127.81
Crown Castle Intl (CCI) 0.0 $12k 152.00 75.73
Carecloud (CCLD) 0.0 $11k 5.4k 2.12
Smucker J M Com New (SJM) 0.0 $11k 100.00 112.50
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $11k 105.00 107.13
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.0 $11k 147.00 75.31
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $11k 132.00 82.65
Ishares Esg Awr Msci Em (ESGE) 0.0 $11k 199.00 54.69
Icici Bank Adr (IBN) 0.0 $11k 371.00 29.03
Reynolds Consumer Prods (REYN) 0.0 $11k 400.00 26.85
Ishares Tr Msci Usa Min Etf (USMV) 0.0 $11k 110.00 96.46
Spotify Technology S A SHS (SPOT) 0.0 $10k 22.00 459.14
Okta Cl A (OKTA) 0.0 $10k 74.00 136.46
Nio Spon Ads (NIO) 0.0 $10k 2.0k 5.06
Expedia Group Com New (EXPE) 0.0 $10k 39.00 255.90
Doximity Cl A (DOCS) 0.0 $10k 480.00 20.74
Illumina (ILMN) 0.0 $9.7k 55.00 175.84
Nebius Group Shs Class A (NBIS) 0.0 $9.7k 35.00 276.17
Phillips 66 (PSX) 0.0 $9.6k 57.00 169.05
Datadog Cl A Com (DDOG) 0.0 $9.6k 37.00 260.38
American Airls (AAL) 0.0 $9.6k 530.00 18.07
Ishares Tr Select Divid Etf (DVY) 0.0 $9.5k 61.00 156.31
Autoliv (ALV) 0.0 $9.5k 82.00 116.17
Lennar Corp Cl A (LEN) 0.0 $9.5k 105.00 90.50
CMS Energy Corporation (CMS) 0.0 $9.4k 122.00 76.80
Opendoor Technologies (OPEN) 0.0 $9.2k 2.0k 4.62
Maplebear (CART) 0.0 $9.2k 195.00 47.35
Spdr Series Trust St Str Rate Etf (FLRN) 0.0 $9.0k 292.00 30.85
Boston Scientific Corporation (BSX) 0.0 $8.9k 209.00 42.68
Spdr Series Trust St Inter Bd Etf (SPIB) 0.0 $8.7k 259.00 33.46
Lpl Financial Holdings (LPLA) 0.0 $8.5k 30.00 283.90
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $8.5k 25.00 338.72
Viatris (VTRS) 0.0 $8.2k 515.00 15.87
Roblox Corp Cl A (RBLX) 0.0 $8.2k 150.00 54.38
Suncor Energy (SU) 0.0 $8.1k 150.00 53.68
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $8.0k 70.00 114.19
Heartflow Inc/Sh (HTFL) 0.0 $7.9k 268.00 29.34
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA) 0.0 $7.9k 79.00 99.41
Select Sector Spdr Tr St Str Mater Etf (XLB) 0.0 $7.8k 154.00 50.83
Peak (DOC) 0.0 $7.8k 363.00 21.40
Equinix (EQIX) 0.0 $7.6k 7.00 1086.00
SLB Com Stk (SLB) 0.0 $7.0k 151.00 46.49
Piedmont Realty Trust Com Cl A (PDM) 0.0 $6.9k 756.00 9.15
Verisk Analytics (VRSK) 0.0 $6.8k 38.00 179.55
Global X Fds Cloud Computng (CLOU) 0.0 $6.8k 300.00 22.74
Centene Corporation (CNC) 0.0 $6.8k 106.00 64.20
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.0 $6.6k 131.00 50.66
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $6.6k 143.00 46.15
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL) 0.0 $6.3k 5.00 1254.60
Constellation Brands Cl A (STZ) 0.0 $6.3k 45.00 139.11
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $6.2k 160.00 39.01
Wabtec Corporation (WAB) 0.0 $6.2k 23.00 269.61
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $6.2k 168.00 36.88
Spdr Series Trust ST STR P500GRW (SPYG) 0.0 $6.1k 51.00 119.00
Sap Se Spon Adr (SAP) 0.0 $6.0k 39.00 154.13
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) 0.0 $5.8k 5.00 1157.00
Lowe's Companies (LOW) 0.0 $5.8k 26.00 222.00
Ishares Tr Europe Etf (IEV) 0.0 $5.8k 79.00 72.86
Airbnb Com Cl A (ABNB) 0.0 $5.7k 40.00 143.10
Freeport Mcmoran CL B (FCX) 0.0 $5.4k 86.00 62.90
Hdfc Bank Sponsored Ads (HDB) 0.0 $5.2k 202.00 25.83
Solid Power Class A Com (SLDP) 0.0 $5.2k 2.0k 2.59
Robinhood Mkts Com Cl A (HOOD) 0.0 $5.0k 50.00 100.28
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $5.0k 22.00 227.09
Uwm Holdings Corporation Com Cl A (UWMC) 0.0 $4.9k 2.1k 2.29
MPLX Com Unit Rep Ltd (MPLX) 0.0 $4.8k 85.00 56.34
ConAgra Foods (CAG) 0.0 $4.7k 349.00 13.46
Rithm Capital Corp Com New (RITM) 0.0 $4.7k 500.00 9.39
Micron Technology (MU) 0.0 $4.6k 4.00 1154.50
Solstice Advanced Matls Com Shs (SOLS) 0.0 $4.3k 49.00 88.61
Versant Media Group Com Cl A (VSNT) 0.0 $4.3k 120.00 36.02
Telus Ord (TU) 0.0 $4.3k 404.00 10.57
Rocket Lab Corp (RKLB) 0.0 $4.1k 40.00 101.65
Super Micro Computer Com New (SMCI) 0.0 $3.8k 130.00 29.33
Capital One Financial (COF) 0.0 $3.6k 18.00 200.67
Armour Residential Reit Com Shs (ARR) 0.0 $3.5k 200.00 17.45
Essential Utils (WTRG) 0.0 $3.5k 91.00 38.32
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $3.4k 18.00 190.56
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $3.4k 100.00 33.88
Manpower (MAN) 0.0 $3.4k 100.00 33.77
Listed Fds Tr Roun Spor Be Etf (BETZ) 0.0 $3.3k 175.00 18.69
Voyager Technologies Com Cl A (VOYG) 0.0 $3.2k 100.00 32.25
First Solar (FSLR) 0.0 $3.1k 13.00 236.00
Citizens Financial (CFG) 0.0 $3.0k 43.00 70.09
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $3.0k 36.00 82.64
Butterfly Network Com Cl A (BFLY) 0.0 $2.9k 344.00 8.42
Rayonier (RYN) 0.0 $2.9k 135.00 21.28
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) 0.0 $2.8k 91.00 30.62
Oklo Com Cl A (OKLO) 0.0 $2.6k 50.00 52.34
Kyndryl Hldgs Common Stock (KD) 0.0 $2.6k 231.00 11.31
Siriusxm Holdings Common Stock (SIRI) 0.0 $2.6k 88.00 29.55
Zimmer Holdings (ZBH) 0.0 $2.6k 30.00 86.10
Penn National Gaming (PENN) 0.0 $2.6k 120.00 21.37
Ishares Msci Gbl Etf New (PICK) 0.0 $2.6k 44.00 58.16
Snowflake Com Shs (SNOW) 0.0 $2.5k 10.00 254.50
Draftkings Com Cl A (DKNG) 0.0 $2.5k 100.00 25.26
Snap Cl A (SNAP) 0.0 $2.5k 560.00 4.44
Kraft Heinz (KHC) 0.0 $2.5k 104.00 23.62
Niocorp Devs Com New (NB) 0.0 $2.4k 500.00 4.82
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $2.3k 143.00 15.88
Teradata Corporation (TDC) 0.0 $2.2k 64.00 34.66
Ringcentral Cl A (RNG) 0.0 $2.1k 55.00 38.98
Norwegian Cruise Line Hldgs SHS (NCLH) 0.0 $2.1k 100.00 21.11
Grayscale Ethereum Staking E SHS (ETHE) 0.0 $2.1k 164.00 12.76
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.0 $1.9k 20.00 95.15
Liberty Live Holdings Com Shs Ser C (LLYVK) 0.0 $1.9k 18.00 105.67
Fox Corp Cl A Com (FOXA) 0.0 $1.9k 36.00 52.17
Lauder Estee Cos Cl A (EL) 0.0 $1.8k 23.00 79.96
Portillos Com Cl A (PTLO) 0.0 $1.8k 382.00 4.74
Beam Therapeutics (BEAM) 0.0 $1.7k 50.00 34.32
Quantumscape Corp Com Cl A (QS) 0.0 $1.7k 219.00 7.56
Bny Mellon Etf Trust Ii Mun Opptys Etf (BMOP) 0.0 $1.6k 63.00 25.22
Mannkind Corp Com New (MNKD) 0.0 $1.5k 354.00 4.26
Denison Mines Corp (DNN) 0.0 $1.5k 490.00 3.06
Nordic American Tanker Shippin (NAT) 0.0 $1.4k 250.00 5.54
Mattel (MAT) 0.0 $1.3k 97.00 13.89
Alcon Ord Shs (ALC) 0.0 $1.3k 20.00 67.10
Beam Global (BEEM) 0.0 $1.3k 1.0k 1.30
Lithium Amers Corp Com Shs (LAC) 0.0 $1.2k 321.00 3.85
Sohu Sponsored Ads (SOHU) 0.0 $1.2k 100.00 12.12
PG&E Corporation (PCG) 0.0 $1.1k 67.00 16.82
Dolby Laboratories Com Cl A (DLB) 0.0 $1.1k 21.00 52.62
Bny Mellon Etf Trust Ii Municipal Inter (BKMI) 0.0 $1.1k 41.00 26.46
Pentair SHS (PNR) 0.0 $1.1k 14.00 76.71
Clean Energy Fuels (CLNE) 0.0 $1.0k 500.00 2.05
Newsmax Com Shs Class B (NMAX) 0.0 $993.996000 120.00 8.28
Exp World Holdings Inc equities 0.0 $942.001200 174.00 5.41
Vaneck Etf Trust Social Sentiment (BUZZ) 0.0 $924.000000 25.00 36.96
Adient Ord Shs (ADNT) 0.0 $919.000000 50.00 18.38
Hubspot (HUBS) 0.0 $913.000000 5.00 182.60
Liberty Live Holdings Com Ser A (LLYVA) 0.0 $911.999700 9.00 101.33
Liberty Media Corp Del Com Lbty One S A (FWONA) 0.0 $876.000000 10.00 87.60
Accenture Plc Ireland Shs Class A (ACN) 0.0 $871.999800 7.00 124.57
Tri-Continental Corporation (TY) 0.0 $861.000000 25.00 34.44
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $818.000000 8.00 102.25
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.0 $817.000800 22.00 37.14
Brookfield Renewable Energy Partnership Unit (BEP) 0.0 $764.999400 22.00 34.77
Orchid Is Cap Com New (ORC) 0.0 $697.000000 100.00 6.97
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $666.000000 20.00 33.30
Alarum Technologies Sponsord Ads New (ALAR) 0.0 $555.001500 69.00 8.04
Crispr Therapeutics Namen Akt (CRSP) 0.0 $546.000000 10.00 54.60
4068594 Enphase Energy (ENPH) 0.0 $443.999700 9.00 49.33
American Electric Power Company (AEP) 0.0 $411.000000 3.00 137.00
Fulgent Genetics (FLGT) 0.0 $411.000000 20.00 20.55
Safehold (SAFE) 0.0 $409.000800 26.00 15.73
Ferrari Nv Ord (RACE) 0.0 $373.000000 1.00 373.00
Garrett Motion (GTX) 0.0 $363.000000 10.00 36.30
Sun Communities (SUI) 0.0 $360.000000 3.00 120.00
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $351.998500 35.00 10.06
Nabors Industries SHS (NBR) 0.0 $337.000000 4.00 84.25
Liberty Broadband Corp Com Ser A (LBRDA) 0.0 $333.000000 10.00 33.30
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $267.000300 7.00 38.14
Vodafone Group Sponsored Adr (VOD) 0.0 $185.999800 14.00 13.29
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $174.000000 6.00 29.00
Editas Medicine (EDIT) 0.0 $162.000000 50.00 3.24
Star Hldgs Shs Ben Int (STHO) 0.0 $156.000500 17.00 9.18
Organon & Co Common Stock (OGN) 0.0 $136.000000 10.00 13.60
Gamestop Corp Cl A (GME) 0.0 $133.000200 6.00 22.17
Brighthouse Finl (BHF) 0.0 $127.000000 2.00 63.50
Solaredge Technologies (SEDG) 0.0 $117.000000 2.00 58.50
Dxc Technology (DXC) 0.0 $107.000400 12.00 8.92
Beyond Meat (BYND) 0.0 $102.006000 135.00 0.76
Stellantis SHS (STLA) 0.0 $97.999900 17.00 5.76
Spdr Series Trust St Bloo High Etf (JNK) 0.0 $97.000000 1.00 97.00
Southwest Gas Corporation (SWX) 0.0 $89.000000 1.00 89.00
Rent The Runway Cl A New (RENT) 0.0 $81.998800 26.00 3.15
Canadian Solar (CSIQ) 0.0 $81.000000 5.00 16.20
Aqua Metals Com New (AQMS) 0.0 $64.000200 22.00 2.91
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $60.000000 1.00 60.00
Embecta Corp Common Stock (EMBC) 0.0 $43.000100 13.00 3.31
Sundial Growers (SNDL) 0.0 $34.000000 25.00 1.36
Agnc Invt Corp Com reit (AGNC) 0.0 $33.000000 3.00 11.00
Opendoor Technologies *w Exp 11/20/202 (OPENW) 0.0 $33.000000 66.00 0.50
Conduent Incorporate (CNDT) 0.0 $30.000000 20.00 1.50
Lucid Group Com New (LCID) 0.0 $27.000000 4.00 6.75
Canopy Growth Corporation Com New (CGC) 0.0 $24.000000 25.00 0.96
Opendoor Technologies *w Exp 11/20/202 (OPENL) 0.0 $19.001400 66.00 0.29
Opendoor Technologies *w Exp 11/20/202 (OPENZ) 0.0 $15.998400 66.00 0.24
Algonquin Power & Utilities equs (AQN) 0.0 $12.000000 2.00 6.00
Evgo Cl A Com (EVGO) 0.0 $4.000000 2.00 2.00
Aurora Cannabis (ACB) 0.0 $3.000000 1.00 3.00
DSS Com New (DSS) 0.0 $1.000000 1.00 1.00
Impact Biomedical Common Stock (IBO) 0.0 $0 0 0.00