Centerpoint Advisors

Centerpoint Advisors as of June 30, 2025

Portfolio Holdings for Centerpoint Advisors

Centerpoint Advisors holds 415 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 27.4 $81M 130k 620.90
Ishares Tr Msci Usa Qlt Fct (QUAL) 8.5 $25M 137k 182.82
Ishares Tr Rus 1000 Etf (IWB) 6.8 $20M 59k 339.56
Ishares Tr Core S&p Mcp Etf (IJH) 6.2 $18M 293k 62.02
Ishares Tr Core S&p Scp Etf (IJR) 4.7 $14M 126k 109.29
Ishares Tr S&p 500 Grwt Etf (IVW) 4.3 $13M 115k 110.10
Microsoft Corporation (MSFT) 3.8 $11M 23k 497.40
Apple (AAPL) 3.1 $9.3M 45k 205.16
Ishares Tr S&p 500 Val Etf (IVE) 2.6 $7.6M 39k 195.41
Ishares Tr S&p Mc 400gr Etf (IJK) 2.0 $5.8M 64k 90.98
Ishares Tr S&P SML 600 GWT (IJT) 1.9 $5.5M 42k 133.03
Alphabet Cap Stk Cl C (GOOG) 1.7 $5.1M 29k 177.39
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.3 $4.0M 32k 123.59
Ishares Tr Core Msci Eafe (IEFA) 1.3 $3.9M 46k 83.47
Ishares Tr Sp Smcp600vl Etf (IJS) 1.2 $3.6M 36k 99.48
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.5M 20k 176.24
NVIDIA Corporation (NVDA) 0.9 $2.8M 18k 158.01
Sky Harbour Group Corporatio Com Cl A (SKYH) 0.9 $2.7M 275k 9.77
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $2.4M 84k 28.05
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $2.3M 90k 25.30
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $2.2M 16k 135.06
Ishares Tr Rusel 2500 Etf (SMMD) 0.7 $2.1M 31k 67.79
Amazon (AMZN) 0.7 $1.9M 8.8k 219.34
Meta Platforms Cl A (META) 0.6 $1.6M 2.2k 738.08
Visa Com Cl A (V) 0.5 $1.6M 4.4k 355.07
JPMorgan Chase & Co. (JPM) 0.5 $1.5M 5.2k 289.88
Oracle Corporation (ORCL) 0.5 $1.4M 6.6k 218.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.3M 2.7k 485.95
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.4 $1.2M 13k 95.33
American Express Company (AXP) 0.4 $1.2M 3.8k 318.93
Eli Lilly & Co. (LLY) 0.4 $1.2M 1.5k 779.40
Costco Wholesale Corporation (COST) 0.4 $1.2M 1.2k 989.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.1M 1.8k 617.73
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $1.1M 5.8k 192.73
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.4 $1.1M 21k 52.36
Applied Materials (AMAT) 0.3 $888k 4.9k 183.09
Johnson & Johnson (JNJ) 0.3 $882k 5.8k 152.67
American Tower Reit (AMT) 0.3 $880k 4.0k 221.05
Thermo Fisher Scientific (TMO) 0.3 $802k 2.0k 405.67
Ishares Tr Msci Eafe Etf (EFA) 0.3 $759k 8.5k 89.40
Eversource Energy (ES) 0.2 $699k 11k 63.64
Air Products & Chemicals (APD) 0.2 $694k 2.5k 282.23
Home Depot (HD) 0.2 $687k 1.9k 366.60
Exxon Mobil Corporation (XOM) 0.2 $651k 6.0k 107.85
Mastercard Incorporated Cl A (MA) 0.2 $633k 1.1k 561.67
Philip Morris International (PM) 0.2 $631k 3.5k 182.21
Wal-Mart Stores (WMT) 0.2 $627k 6.4k 97.71
Goldman Sachs (GS) 0.2 $602k 850.00 708.24
TJX Companies (TJX) 0.2 $593k 4.8k 123.54
Stryker Corporation (SYK) 0.2 $593k 1.5k 395.33
Analog Devices (ADI) 0.2 $482k 2.0k 238.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $464k 18k 26.50
Spdr Gold Tr Gold Shs (GLD) 0.2 $457k 1.5k 304.67
S&p Global (SPGI) 0.1 $442k 838.00 527.45
Boston Scientific Corporation (BSX) 0.1 $430k 4.0k 107.50
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $421k 2.2k 194.01
Rockwell Automation (ROK) 0.1 $415k 1.3k 332.00
Ishares Tr Global Energ Etf (IXC) 0.1 $409k 10k 39.26
Motorola Solutions Com New (MSI) 0.1 $378k 898.00 420.94
eBay (EBAY) 0.1 $373k 5.0k 74.53
UnitedHealth (UNH) 0.1 $372k 1.2k 312.08
Snap-on Incorporated (SNA) 0.1 $372k 1.2k 310.78
Northeast Bk Lewiston Me (NBN) 0.1 $334k 3.8k 89.07
Nxp Semiconductors N V (NXPI) 0.1 $328k 1.5k 218.67
Palantir Technologies Cl A (PLTR) 0.1 $328k 2.4k 136.38
Altria (MO) 0.1 $322k 5.5k 58.55
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $319k 1.1k 303.81
Abbvie (ABBV) 0.1 $315k 1.7k 185.84
Adobe Systems Incorporated (ADBE) 0.1 $302k 780.00 387.18
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.1 $300k 3.8k 79.49
Walt Disney Company (DIS) 0.1 $299k 2.4k 124.01
Nextera Energy (NEE) 0.1 $289k 4.2k 69.30
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.1 $273k 3.1k 87.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $269k 473.00 568.71
Ge Aerospace Com New (GE) 0.1 $258k 1.0k 257.49
Danaher Corporation (DHR) 0.1 $247k 1.3k 197.60
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $242k 2.6k 94.02
Pepsi (PEP) 0.1 $239k 1.8k 131.90
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $231k 1.5k 150.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $227k 412.00 550.97
Ishares Silver Tr Ishares (SLV) 0.1 $225k 6.9k 32.85
Paypal Holdings (PYPL) 0.1 $223k 3.0k 74.33
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $218k 1.2k 181.67
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.1 $205k 2.5k 82.00
Proshares Tr Ultrapro Sht Qqq (SQQQ) 0.1 $196k 10k 19.60
Netflix (NFLX) 0.1 $181k 135.00 1340.74
Lockheed Martin Corporation (LMT) 0.1 $178k 384.00 463.54
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.1 $171k 2.9k 59.79
IDEX Corporation (IEX) 0.1 $168k 958.00 175.37
Honeywell International (HON) 0.1 $165k 710.00 232.39
International Business Machines (IBM) 0.1 $165k 561.00 294.12
Novo-nordisk A S Adr (NVO) 0.1 $163k 2.4k 69.07
Abbott Laboratories (ABT) 0.1 $163k 1.2k 135.72
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.1 $163k 1.8k 88.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $159k 375.00 424.00
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $154k 2.8k 54.34
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $154k 1.6k 99.35
Jacobs Engineering Group (J) 0.1 $151k 1.2k 131.19
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.0 $147k 1.8k 79.72
Cisco Systems (CSCO) 0.0 $144k 2.1k 69.50
AutoZone (AZO) 0.0 $141k 38.00 3710.53
Medtronic SHS (MDT) 0.0 $138k 1.6k 87.23
Ge Vernova (GEV) 0.0 $131k 247.00 530.36
Procter & Gamble Company (PG) 0.0 $121k 762.00 158.79
Tesla Motors (TSLA) 0.0 $119k 376.00 316.49
Wells Fargo & Company (WFC) 0.0 $118k 1.5k 79.78
Chevron Corporation (CVX) 0.0 $114k 798.00 142.86
Bank of America Corporation (BAC) 0.0 $113k 2.4k 47.46
Select Sector Spdr Tr Energy (XLE) 0.0 $113k 1.3k 84.52
Cintas Corporation (CTAS) 0.0 $113k 505.00 223.76
Investment Managers Ser Tr I Tradr 1x Short (SARK) 0.0 $107k 3.0k 35.67
Verizon Communications (VZ) 0.0 $107k 2.5k 43.39
Lowe's Companies (LOW) 0.0 $104k 467.00 222.70
Freeport-mcmoran CL B (FCX) 0.0 $102k 2.4k 43.40
ConocoPhillips (COP) 0.0 $102k 1.1k 89.40
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $102k 3.2k 31.64
Intercontinental Exchange (ICE) 0.0 $101k 550.00 183.64
Lam Research Corp Com New (LRCX) 0.0 $98k 1.0k 97.32
Consolidated Edison (ED) 0.0 $94k 935.00 100.53
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $93k 1.1k 82.67
Blackstone Group Inc Com Cl A (BX) 0.0 $90k 602.00 149.50
W.W. Grainger (GWW) 0.0 $87k 84.00 1035.71
Waste Management (WM) 0.0 $85k 373.00 227.88
Pjt Partners Com Cl A (PJT) 0.0 $83k 500.00 166.00
Caterpillar (CAT) 0.0 $83k 215.00 386.05
Progressive Corporation (PGR) 0.0 $83k 311.00 266.88
Linde SHS (LIN) 0.0 $82k 174.00 471.26
Merck & Co (MRK) 0.0 $82k 1.0k 78.69
Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $81k 1.1k 72.39
Newmont Mining Corporation (NEM) 0.0 $78k 1.3k 58.60
Johnson Ctls Intl SHS (JCI) 0.0 $78k 737.00 105.83
Hca Holdings (HCA) 0.0 $77k 200.00 385.00
Metropcs Communications (TMUS) 0.0 $75k 316.00 237.34
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $72k 2.1k 34.68
At&t (T) 0.0 $72k 2.5k 28.87
Raytheon Technologies Corp (RTX) 0.0 $72k 496.00 145.16
Servicenow (NOW) 0.0 $72k 70.00 1028.57
3M Company (MMM) 0.0 $72k 475.00 151.58
Alcon Ord Shs (ALC) 0.0 $70k 795.00 88.05
Eaton Corp SHS (ETN) 0.0 $68k 191.00 356.02
Duke Energy Corp Com New (DUK) 0.0 $65k 553.00 117.54
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $65k 594.00 109.43
Broadcom (AVGO) 0.0 $64k 233.00 274.68
Cheesecake Factory Incorporated (CAKE) 0.0 $63k 1.0k 62.25
Astrazeneca Sponsored Adr (AZN) 0.0 $63k 900.00 70.00
Reaves Util Income Com Sh Ben Int (UTG) 0.0 $62k 1.7k 36.47
Colgate-Palmolive Company (CL) 0.0 $60k 662.00 90.63
British Amern Tob Sponsored Adr (BTI) 0.0 $59k 1.3k 47.01
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $59k 460.00 128.26
Kla Corp Com New (KLAC) 0.0 $59k 66.00 893.94
Booking Holdings (BKNG) 0.0 $58k 10.00 5800.00
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $57k 500.00 114.00
Fifth Third Ban (FITB) 0.0 $56k 1.4k 41.48
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $55k 966.00 56.94
McDonald's Corporation (MCD) 0.0 $54k 184.00 293.48
Capital One Financial (COF) 0.0 $53k 247.00 214.57
Simon Property (SPG) 0.0 $53k 327.00 162.08
Public Service Enterprise (PEG) 0.0 $52k 617.00 84.28
Zoetis Cl A (ZTS) 0.0 $51k 324.00 157.41
Ferrari Nv Ord (RACE) 0.0 $49k 100.00 490.00
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $49k 363.00 134.99
Symbotic Class A Com (SYM) 0.0 $47k 1.2k 39.17
T Rowe Price Etf Price Div Grwt (TDVG) 0.0 $47k 1.1k 42.73
Elbit Sys Ord (ESLT) 0.0 $45k 100.00 450.00
Copart (CPRT) 0.0 $45k 910.00 49.45
Ivanhoe Electric (IE) 0.0 $44k 4.9k 9.07
Hexcel Corporation (HXL) 0.0 $44k 775.00 56.77
Ishares Core Msci Emkt (IEMG) 0.0 $43k 710.00 60.56
Airbnb Com Cl A (ABNB) 0.0 $43k 325.00 132.31
Automatic Data Processing (ADP) 0.0 $43k 139.00 309.35
Coca-Cola Company (KO) 0.0 $42k 599.00 70.12
United Parcel Service CL B (UPS) 0.0 $42k 414.00 101.45
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $42k 450.00 93.33
Palo Alto Networks (PANW) 0.0 $41k 200.00 205.00
Phillips 66 (PSX) 0.0 $38k 322.00 118.01
Rio Tinto Sponsored Adr (RIO) 0.0 $36k 620.00 58.06
Starbucks Corporation (SBUX) 0.0 $35k 384.00 91.15
Draftkings Com Cl A (DKNG) 0.0 $35k 825.00 42.42
Public Storage (PSA) 0.0 $33k 112.00 294.64
Galaxy Digital Cl A (GLXY) 0.0 $33k 1.5k 22.00
Gamestop Corp Cl A (GME) 0.0 $33k 1.4k 24.26
Southern Company (SO) 0.0 $33k 354.00 93.22
Global X Fds Global X Uranium (URA) 0.0 $33k 850.00 38.82
Pure Cycle Corp Com New (PCYO) 0.0 $32k 3.0k 10.67
Kraft Heinz (KHC) 0.0 $32k 1.2k 25.79
Amgen (AMGN) 0.0 $32k 113.00 283.19
Edison International (EIX) 0.0 $32k 615.00 52.03
Ishares Tr Russell 2000 Etf (IWM) 0.0 $31k 144.00 215.28
Marvell Technology (MRVL) 0.0 $31k 400.00 77.50
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.0 $31k 5.0k 6.20
Lululemon Athletica (LULU) 0.0 $30k 125.00 240.00
Halozyme Therapeutics (HALO) 0.0 $29k 550.00 52.73
A. O. Smith Corporation (AOS) 0.0 $29k 435.00 66.67
Kroger (KR) 0.0 $29k 404.00 71.78
PNC Financial Services (PNC) 0.0 $29k 158.00 183.54
Emerson Electric (EMR) 0.0 $28k 209.00 133.97
Key (KEY) 0.0 $28k 1.6k 17.50
Illinois Tool Works (ITW) 0.0 $28k 114.00 245.61
Fresenius Medical Care Sponsored Adr (FMS) 0.0 $27k 944.00 28.60
Extra Space Storage (EXR) 0.0 $27k 183.00 147.54
Marriott Intl Cl A (MAR) 0.0 $27k 100.00 270.00
Comcast Corp Cl A (CMCSA) 0.0 $27k 746.00 36.19
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $26k 300.00 86.67
Ensign (ENSG) 0.0 $26k 169.00 153.85
Crown Castle Intl (CCI) 0.0 $26k 250.00 104.00
Reliance Steel & Aluminum (RS) 0.0 $26k 83.00 313.25
Air Lease Corp Cl A (AL) 0.0 $26k 438.00 59.36
Intel Corporation (INTC) 0.0 $26k 1.2k 22.57
Casey's General Stores (CASY) 0.0 $25k 49.00 510.20
Nvent Electric SHS (NVT) 0.0 $25k 343.00 72.89
Hp (HPQ) 0.0 $24k 1.0k 24.00
Union Pacific Corporation (UNP) 0.0 $24k 105.00 228.57
DTE Energy Company (DTE) 0.0 $24k 182.00 131.87
Brown Forman Corp CL B (BF.B) 0.0 $23k 837.00 27.48
Wingstop (WING) 0.0 $23k 67.00 343.28
Nike CL B (NKE) 0.0 $23k 317.00 72.56
Ishares Tr Select Divid Etf (DVY) 0.0 $23k 170.00 135.29
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $23k 700.00 32.86
Enterprise Products Partners (EPD) 0.0 $22k 700.00 31.43
Joby Aviation Common Stock (JOBY) 0.0 $22k 2.1k 10.48
Encompass Health Corp (EHC) 0.0 $22k 181.00 121.55
Bwx Technologies (BWXT) 0.0 $22k 155.00 141.94
Spdr Series Trust S&p Oilgas Exp (XOP) 0.0 $22k 175.00 125.71
Littelfuse (LFUS) 0.0 $22k 98.00 224.49
Carlisle Companies (CSL) 0.0 $22k 58.00 379.31
Steris Shs Usd (STE) 0.0 $22k 91.00 241.76
Home BancShares (HOMB) 0.0 $22k 759.00 28.99
Gfl Environmental Sub Vtg Shs (GFL) 0.0 $22k 435.00 50.57
WESCO International (WCC) 0.0 $22k 119.00 184.87
Bentley Sys Com Cl B (BSY) 0.0 $21k 385.00 54.55
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.0 $21k 509.00 41.26
Jack Henry & Associates (JKHY) 0.0 $21k 117.00 179.49
Boeing Company (BA) 0.0 $21k 101.00 207.92
Kinsale Cap Group (KNSL) 0.0 $21k 43.00 488.37
Occidental Petroleum Corporation (OXY) 0.0 $21k 500.00 42.00
Valmont Industries (VMI) 0.0 $21k 64.00 328.12
Ameresco Cl A (AMRC) 0.0 $21k 1.4k 15.00
Newsmax Com Shs Class B (NMAX) 0.0 $21k 1.4k 15.48
Boston Properties (BXP) 0.0 $20k 300.00 66.67
Power Integrations (POWI) 0.0 $20k 354.00 56.50
Ryman Hospitality Pptys (RHP) 0.0 $20k 207.00 96.62
Clear Secure Com Cl A (YOU) 0.0 $20k 713.00 28.05
Quest Diagnostics Incorporated (DGX) 0.0 $20k 111.00 180.18
Domino's Pizza (DPZ) 0.0 $20k 44.00 454.55
ConAgra Foods (CAG) 0.0 $20k 1.0k 20.00
Hewlett Packard Enterprise (HPE) 0.0 $20k 1.0k 20.00
Crowdstrike Hldgs Cl A (CRWD) 0.0 $20k 40.00 500.00
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $20k 397.00 50.38
Travel Leisure Ord (TNL) 0.0 $20k 379.00 52.77
PriceSmart (PSMT) 0.0 $19k 179.00 106.15
Prosperity Bancshares (PB) 0.0 $19k 270.00 70.37
Chesapeake Utilities Corporation (CPK) 0.0 $19k 158.00 120.25
Nexstar Media Group Common Stock (NXST) 0.0 $19k 112.00 169.64
Dick's Sporting Goods (DKS) 0.0 $19k 97.00 195.88
Universal Display Corporation (OLED) 0.0 $19k 124.00 153.23
Morningstar (MORN) 0.0 $19k 62.00 306.45
Standex Int'l (SXI) 0.0 $19k 123.00 154.47
LeMaitre Vascular (LMAT) 0.0 $19k 229.00 82.97
Sensata Technologies Hldg Pl SHS (ST) 0.0 $18k 590.00 30.51
Fidelity Ethereum SHS (FETH) 0.0 $18k 725.00 24.83
UniFirst Corporation (UNF) 0.0 $18k 94.00 191.49
Cohen & Steers (CNS) 0.0 $18k 241.00 74.69
FactSet Research Systems (FDS) 0.0 $18k 41.00 439.02
U.S. Physical Therapy (USPH) 0.0 $18k 225.00 80.00
Primerica (PRI) 0.0 $18k 67.00 268.66
Nordson Corporation (NDSN) 0.0 $18k 84.00 214.29
First Tr Exchange-traded SHS (QTEC) 0.0 $18k 86.00 209.30
Churchill Downs (CHDN) 0.0 $18k 176.00 102.27
Concentrix Corp (CNXC) 0.0 $18k 349.00 51.58
Tetra Tech (TTEK) 0.0 $18k 506.00 35.57
New York Times Cl A (NYT) 0.0 $18k 314.00 57.32
Terreno Realty Corporation (TRNO) 0.0 $18k 328.00 54.88
Matador Resources (MTDR) 0.0 $18k 385.00 46.75
Landstar System (LSTR) 0.0 $17k 120.00 141.67
Hamilton Lane Cl A (HLNE) 0.0 $17k 120.00 141.67
Ishares Tr Esg Aware Msci (ESML) 0.0 $17k 409.00 41.56
Transunion (TRU) 0.0 $17k 190.00 89.47
Firstservice Corp (FSV) 0.0 $17k 98.00 173.47
Chemed Corp Com Stk (CHE) 0.0 $17k 35.00 485.71
Royal Gold (RGLD) 0.0 $17k 97.00 175.26
Perrigo SHS (PRGO) 0.0 $16k 595.00 26.89
Pool Corporation (POOL) 0.0 $16k 55.00 290.91
Nuveen Core Equity Alpha Fund (JCE) 0.0 $16k 1.0k 16.00
Arm Holdings Sponsored Ads (ARM) 0.0 $16k 100.00 160.00
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $16k 155.00 103.23
Kulicke and Soffa Industries (KLIC) 0.0 $16k 468.00 34.19
Brunswick Corporation (BC) 0.0 $15k 270.00 55.56
Northern Oil And Gas Inc Mn (NOG) 0.0 $15k 523.00 28.68
Cabot Corporation (CBT) 0.0 $15k 200.00 75.00
Sealed Air (SEE) 0.0 $15k 488.00 30.74
Allurion Technologies Common Stock (ALUR) 0.0 $15k 6.3k 2.36
Accenture Plc Ireland Shs Class A (ACN) 0.0 $14k 48.00 291.67
CVS Caremark Corporation (CVS) 0.0 $14k 200.00 70.00
Fluor Corporation (FLR) 0.0 $14k 268.00 52.24
Cognex Corporation (CGNX) 0.0 $14k 443.00 31.60
Ufp Industries (UFPI) 0.0 $14k 142.00 98.59
Wisdomtree Tr Artificial Intel (WTAI) 0.0 $14k 575.00 24.35
Championx Corp (CHX) 0.0 $13k 541.00 24.03
Rocket Lab Corp (RKLB) 0.0 $13k 375.00 34.67
Quaker Chemical Corporation (KWR) 0.0 $13k 119.00 109.24
Compass Minerals International (CMP) 0.0 $13k 650.00 20.00
Bhp Group Sponsored Ads (BHP) 0.0 $13k 275.00 47.27
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $12k 165.00 72.73
First Tr Exchange Traded Nasdq Artfcial (ROBT) 0.0 $12k 250.00 48.00
MetLife (MET) 0.0 $11k 141.00 78.01
Vaneck Etf Trust Uranium And Nucl (NLR) 0.0 $11k 100.00 110.00
Onto Innovation (ONTO) 0.0 $11k 107.00 102.80
PerkinElmer (RVTY) 0.0 $10k 100.00 100.00
Atlas Energy Solutions Com New (AESI) 0.0 $10k 769.00 13.00
Dt Midstream Common Stock (DTM) 0.0 $10k 90.00 111.11
Biogen Idec (BIIB) 0.0 $10k 83.00 120.48
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $9.0k 214.00 42.06
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $9.0k 99.00 90.91
Chewy Cl A (CHWY) 0.0 $9.0k 200.00 45.00
Annaly Capital Management In Com New (NLY) 0.0 $9.0k 500.00 18.00
Clearsign Combustion (CLIR) 0.0 $9.0k 16k 0.57
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $8.0k 434.00 18.43
Ishares Tr Msci Gbl Sus Dev (SDG) 0.0 $8.0k 112.00 71.43
Spotify Technology S A SHS (SPOT) 0.0 $8.0k 10.00 800.00
Gilat Satellite Networks Shs New (GILT) 0.0 $7.0k 1.0k 7.00
Mosaic (MOS) 0.0 $7.0k 200.00 35.00
Invesco Exch Traded Fd Tr Ii S&p Smallcap Ene (PSCE) 0.0 $7.0k 175.00 40.00
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $7.0k 30.00 233.33
Ready Cap Corp Com reit (RC) 0.0 $7.0k 1.7k 4.12
Cdw (CDW) 0.0 $6.0k 35.00 171.43
Coinbase Global Com Cl A (COIN) 0.0 $6.0k 17.00 352.94
Valaris Cl A (VAL) 0.0 $6.0k 135.00 44.44
Under Armour CL C (UA) 0.0 $6.0k 860.00 6.98
Ishares Esg Awr Msci Em (ESGE) 0.0 $5.0k 115.00 43.48
Ishares Tr Cybersecurity (IHAK) 0.0 $5.0k 100.00 50.00
Asml Holding N V N Y Registry Shs (ASML) 0.0 $5.0k 6.00 833.33
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $5.0k 52.00 96.15
Chubb (CB) 0.0 $4.0k 14.00 285.71
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.0 $4.0k 100.00 40.00
AFLAC Incorporated (AFL) 0.0 $4.0k 36.00 111.11
Warner Bros Discovery Com Ser A (WBD) 0.0 $3.0k 284.00 10.56
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $3.0k 42.00 71.43
General Dynamics Corporation (GD) 0.0 $3.0k 11.00 272.73
American Intl Group Com New (AIG) 0.0 $3.0k 33.00 90.91
Corning Incorporated (GLW) 0.0 $3.0k 50.00 60.00
L3harris Technologies (LHX) 0.0 $3.0k 12.00 250.00
Grayscale Ethereum Trust Etf SHS (ETHE) 0.0 $3.0k 125.00 24.00
Lee Enterprises (LEE) 0.0 $3.0k 400.00 7.50
Blackrock (BLK) 0.0 $3.0k 3.00 1000.00
Dell Technologies CL C (DELL) 0.0 $3.0k 22.00 136.36
Paychex (PAYX) 0.0 $3.0k 21.00 142.86
Hawaiian Electric Industries (HE) 0.0 $3.0k 310.00 9.68
Birks Group Cl A Com (BGI) 0.0 $2.0k 1.8k 1.14
Ventas (VTR) 0.0 $2.0k 39.00 51.28
Best Buy (BBY) 0.0 $2.0k 35.00 57.14
CMS Energy Corporation (CMS) 0.0 $2.0k 30.00 66.67
Kyndryl Hldgs Common Stock (KD) 0.0 $2.0k 51.00 39.22
Pharvaris N V (PHVS) 0.0 $2.0k 100.00 20.00
Wec Energy Group (WEC) 0.0 $2.0k 18.00 111.11
Amentum Holdings (AMTM) 0.0 $2.0k 69.00 28.99
Woodside Energy Group Sponsored Adr (WDS) 0.0 $2.0k 99.00 20.20
Pfizer (PFE) 0.0 $1.0k 52.00 19.23
Solventum Corp Com Shs (SOLV) 0.0 $1.0k 18.00 55.56
Target Corporation (TGT) 0.0 $1.0k 15.00 66.67
Tecnoglass Ord Shs (TGLS) 0.0 $1.0k 15.00 66.67
Bristol Myers Squibb (BMY) 0.0 $1.0k 14.00 71.43
Bank of New York Mellon Corporation (BK) 0.0 $1.0k 11.00 90.91
Mondelez Intl Cl A (MDLZ) 0.0 $1.0k 11.00 90.91
Northrop Grumman Corporation (NOC) 0.0 $1.0k 2.00 500.00
PPG Industries (PPG) 0.0 $1.0k 10.00 100.00
Valero Energy Corporation (VLO) 0.0 $1.0k 5.00 200.00
Marsh & McLennan Companies (MMC) 0.0 $1.0k 5.00 200.00
Parker-Hannifin Corporation (PH) 0.0 $1.0k 2.00 500.00
Entergy Corporation (ETR) 0.0 $1.0k 8.00 125.00
Select Sector Spdr Tr Financial (XLF) 0.0 $1.0k 25.00 40.00
Jd.com Spon Ads Cl A (JD) 0.0 $1.0k 25.00 40.00
Nio Spon Ads (NIO) 0.0 $1.0k 250.00 4.00
Trane Technologies SHS (TT) 0.0 $1.0k 2.00 500.00
Avidity Biosciences Ord (RNA) 0.0 $1.0k 50.00 20.00
Lifemd (LFMD) 0.0 $1.0k 100.00 10.00
Cme (CME) 0.0 $999.999900 3.00 333.33
Texas Instruments Incorporated (TXN) 0.0 $999.999900 3.00 333.33
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $999.999900 3.00 333.33
Morgan Stanley Com New (MS) 0.0 $999.999700 7.00 142.86
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $999.999700 7.00 142.86
Brighthouse Finl (BHF) 0.0 $999.999600 12.00 83.33
Adeia (ADEA) 0.0 $999.999400 43.00 23.26
Ford Motor Company (F) 0.0 $999.997800 51.00 19.61
Vyne Therapeutics (VYNE) 0.0 $999.985000 350.00 2.86
Packaging Corporation of America (PKG) 0.0 $0 2.00 0.00
CSX Corporation (CSX) 0.0 $0 14.00 0.00
Ameren Corporation (AEE) 0.0 $0 4.00 0.00
Cummins (CMI) 0.0 $0 1.00 0.00
Genuine Parts Company (GPC) 0.0 $0 2.00 0.00
Mattel (MAT) 0.0 $0 5.00 0.00
Avery Dennison Corporation (AVY) 0.0 $0 2.00 0.00
Becton, Dickinson and (BDX) 0.0 $0 1.00 0.00
General Mills (GIS) 0.0 $0 9.00 0.00
American Electric Power Company (AEP) 0.0 $0 4.00 0.00
Qualcomm (QCOM) 0.0 $0 2.00 0.00
EOG Resources (EOG) 0.0 $0 4.00 0.00
AvalonBay Communities (AVB) 0.0 $0 1.00 0.00
Clean Energy Fuels (CLNE) 0.0 $0 220.00 0.00
Geron Corporation (GERN) 0.0 $0 300.00 0.00
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $0 1.00 0.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $0 1.00 0.00
Opko Health (OPK) 0.0 $0 100.00 0.00
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $0 17.00 0.00
Citigroup Com New (C) 0.0 $0 1.00 0.00
Prologis (PLD) 0.0 $0 3.00 0.00
News Corp Cl A (NWSA) 0.0 $0 1.00 0.00
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $0 1.00 0.00
Beyond Meat (BYND) 0.0 $0 115.00 0.00
Viatris (VTRS) 0.0 $0 6.00 0.00
Marathon Digital Holdings In (MARA) 0.0 $0 25.00 0.00
Sofi Technologies (SOFI) 0.0 $0 25.00 0.00
Organon &co Common Stock (OGN) 0.0 $0 20.00 0.00
Xperi Common Stock (XPER) 0.0 $0 17.00 0.00
Foresight Autonomous Hldgs L Sponsored Adr (FRSX) 0.0 $0 50.00 0.00
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.0 $0 12.00 0.00