Cetera Trust Company as of June 30, 2025
Portfolio Holdings for Cetera Trust Company
Cetera Trust Company holds 359 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 |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.3 | $8.9M | 43k | 205.17 | |
| Microsoft Corporation (MSFT) | 4.1 | $6.8M | 14k | 497.41 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $4.9M | 17k | 289.91 | |
| McKesson Corporation (MCK) | 2.8 | $4.7M | 6.5k | 732.78 | |
| Amazon (AMZN) | 2.7 | $4.6M | 21k | 219.39 | |
| Wal-Mart Stores (WMT) | 2.5 | $4.1M | 42k | 97.78 | |
| Lam Research Corp Com New (LRCX) | 2.4 | $4.0M | 41k | 97.34 | |
| Visa Com Cl A (V) | 2.1 | $3.5M | 10k | 355.05 | |
| Broadcom (AVGO) | 2.1 | $3.5M | 13k | 275.65 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $3.2M | 18k | 176.23 | |
| Blackrock (BLK) | 1.9 | $3.2M | 3.0k | 1049.25 | |
| Bank of America Corporation (BAC) | 1.9 | $3.2M | 67k | 47.32 | |
| Hca Holdings (HCA) | 1.8 | $3.0M | 7.9k | 383.10 | |
| Metropcs Communications (TMUS) | 1.7 | $2.9M | 12k | 238.26 | |
| Raytheon Technologies Corp (RTX) | 1.6 | $2.7M | 19k | 146.02 | |
| Amgen (AMGN) | 1.6 | $2.6M | 9.4k | 279.21 | |
| Charles Schwab Corporation (SCHW) | 1.6 | $2.6M | 29k | 91.24 | |
| salesforce (CRM) | 1.5 | $2.6M | 9.4k | 272.69 | |
| Honeywell International (HON) | 1.5 | $2.5M | 11k | 232.88 | |
| McDonald's Corporation (MCD) | 1.5 | $2.5M | 8.4k | 292.17 | |
| MetLife (MET) | 1.3 | $2.2M | 27k | 80.42 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.3 | $2.2M | 29k | 74.01 | |
| Coca-Cola Company (KO) | 1.3 | $2.1M | 30k | 70.75 | |
| General Motors Company (GM) | 1.1 | $1.9M | 38k | 49.21 | |
| Walt Disney Company (DIS) | 1.1 | $1.8M | 15k | 124.01 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $1.8M | 4.5k | 405.46 | |
| FedEx Corporation (FDX) | 1.1 | $1.8M | 8.0k | 227.31 | |
| Delta Air Lines Inc Del Com New (DAL) | 1.0 | $1.7M | 35k | 49.18 | |
| UnitedHealth (UNH) | 1.0 | $1.7M | 5.3k | 311.97 | |
| Microchip Technology (MCHP) | 1.0 | $1.6M | 23k | 70.37 | |
| Comcast Corp Cl A (CMCSA) | 1.0 | $1.6M | 46k | 35.69 | |
| Eli Lilly & Co. (LLY) | 1.0 | $1.6M | 2.1k | 779.53 | |
| Anthem (ELV) | 1.0 | $1.6M | 4.2k | 388.96 | |
| Wells Fargo & Company (WFC) | 1.0 | $1.6M | 20k | 80.12 | |
| 3M Company (MMM) | 0.9 | $1.6M | 10k | 152.24 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.5M | 8.5k | 177.39 | |
| Chevron Corporation (CVX) | 0.8 | $1.3M | 9.1k | 143.19 | |
| American Intl Group Com New (AIG) | 0.8 | $1.3M | 15k | 85.59 | |
| Newmont Mining Corporation (NEM) | 0.7 | $1.1M | 19k | 58.26 | |
| Pulte (PHM) | 0.7 | $1.1M | 10k | 105.46 | |
| Ecolab (ECL) | 0.6 | $1.1M | 3.9k | 269.44 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.6 | $1.1M | 15k | 68.54 | |
| Abbott Laboratories (ABT) | 0.6 | $1.0M | 7.7k | 136.01 | |
| American Express Company (AXP) | 0.6 | $1.0M | 3.3k | 318.98 | |
| Baker Hughes Company Cl A (BKR) | 0.6 | $1.0M | 27k | 38.34 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.0M | 1.6k | 617.85 | |
| Costco Wholesale Corporation (COST) | 0.6 | $999k | 1.0k | 989.94 | |
| Caterpillar (CAT) | 0.5 | $853k | 2.2k | 388.21 | |
| CVS Caremark Corporation (CVS) | 0.5 | $846k | 12k | 68.98 | |
| Roper Industries (ROP) | 0.5 | $830k | 1.5k | 566.84 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $805k | 3.6k | 226.49 | |
| Sap Se Spon Adr (SAP) | 0.5 | $759k | 2.5k | 304.10 | |
| Curtiss-Wright (CW) | 0.4 | $750k | 1.5k | 488.55 | |
| Meta Platforms Cl A (META) | 0.4 | $726k | 983.00 | 738.09 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $674k | 1.4k | 485.77 | |
| Allegheny Technologies Incorporated (ATI) | 0.4 | $619k | 7.2k | 86.34 | |
| Open Lending Corp (LPRO) | 0.4 | $597k | 308k | 1.94 | |
| Chubb (CB) | 0.4 | $594k | 2.1k | 289.72 | |
| Dollar General (DG) | 0.3 | $562k | 4.9k | 114.38 | |
| Ameriprise Financial (AMP) | 0.3 | $560k | 1.1k | 533.73 | |
| Merck & Co (MRK) | 0.3 | $558k | 7.1k | 79.16 | |
| Morgan Stanley Com New (MS) | 0.3 | $536k | 3.8k | 140.86 | |
| MasTec (MTZ) | 0.3 | $517k | 3.0k | 170.43 | |
| United Parcel Service CL B (UPS) | 0.3 | $500k | 4.9k | 100.94 | |
| Evercore Class A (EVR) | 0.3 | $491k | 1.8k | 270.02 | |
| Flex Ord (FLEX) | 0.3 | $479k | 9.6k | 49.92 | |
| Coherent Corp (COHR) | 0.3 | $469k | 5.3k | 89.21 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.3 | $454k | 18k | 26.03 | |
| Lpl Financial Holdings (LPLA) | 0.3 | $454k | 1.2k | 374.97 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.3 | $453k | 33k | 13.72 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $451k | 3.7k | 121.01 | |
| Nxp Semiconductors N V (NXPI) | 0.3 | $433k | 2.0k | 218.49 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $429k | 535.00 | 801.39 | |
| Caci Intl Cl A (CACI) | 0.3 | $424k | 890.00 | 476.70 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.3 | $424k | 100k | 4.25 | |
| Bofi Holding (AX) | 0.2 | $416k | 5.5k | 76.04 | |
| Unilever Spon Adr New | 0.2 | $396k | 6.5k | 61.17 | |
| Welltower Inc Com reit (WELL) | 0.2 | $383k | 2.5k | 153.73 | |
| Casella Waste Sys Cl A (CWST) | 0.2 | $383k | 3.3k | 115.38 | |
| Toyota Motor Corp Ads (TM) | 0.2 | $382k | 2.2k | 172.26 | |
| Ing Groep Sponsored Adr (ING) | 0.2 | $381k | 17k | 21.87 | |
| Iron Mountain (IRM) | 0.2 | $375k | 3.7k | 102.57 | |
| SYNNEX Corporation (SNX) | 0.2 | $365k | 2.7k | 135.70 | |
| Digital Realty Trust (DLR) | 0.2 | $356k | 2.0k | 174.33 | |
| Nextera Energy (NEE) | 0.2 | $354k | 5.1k | 69.42 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $346k | 627.00 | 551.64 | |
| Procter & Gamble Company (PG) | 0.2 | $345k | 2.2k | 159.32 | |
| Performance Food (PFGC) | 0.2 | $339k | 3.9k | 87.47 | |
| International Business Machines (IBM) | 0.2 | $334k | 1.1k | 294.78 | |
| Astrazeneca Sponsored Adr | 0.2 | $332k | 4.7k | 69.88 | |
| Vici Pptys (VICI) | 0.2 | $329k | 10k | 32.60 | |
| Ligand Pharmaceuticals Com New (LGND) | 0.2 | $327k | 2.9k | 113.68 | |
| Axis Cap Hldgs SHS (AXS) | 0.2 | $323k | 3.1k | 103.82 | |
| Halozyme Therapeutics (HALO) | 0.2 | $323k | 6.2k | 52.02 | |
| Planet Fitness Cl A (PLNT) | 0.2 | $322k | 3.0k | 109.05 | |
| Ge Aerospace Com New (GE) | 0.2 | $320k | 1.2k | 257.39 | |
| Synovus Finl Corp Com New (SNV) | 0.2 | $316k | 6.1k | 51.75 | |
| Regions Financial Corporation (RF) | 0.2 | $313k | 13k | 23.52 | |
| Affiliated Managers (AMG) | 0.2 | $311k | 1.6k | 196.77 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $311k | 2.9k | 107.80 | |
| Shell Spon Ads (SHEL) | 0.2 | $309k | 4.4k | 70.41 | |
| Simon Property (SPG) | 0.2 | $308k | 1.9k | 160.76 | |
| Ventas (VTR) | 0.2 | $307k | 4.9k | 63.15 | |
| Neurocrine Biosciences (NBIX) | 0.2 | $305k | 2.4k | 125.69 | |
| Equinix (EQIX) | 0.2 | $302k | 380.00 | 795.47 | |
| Boyd Gaming Corporation (BYD) | 0.2 | $302k | 3.9k | 78.23 | |
| Extra Space Storage (EXR) | 0.2 | $298k | 2.0k | 147.44 | |
| Sanofi Sponsored Adr (SNY) | 0.2 | $297k | 6.1k | 48.31 | |
| Advanced Drain Sys Inc Del (WMS) | 0.2 | $296k | 2.6k | 114.86 | |
| Prologis (PLD) | 0.2 | $294k | 2.8k | 105.12 | |
| Chart Industries (GTLS) | 0.2 | $292k | 1.8k | 164.65 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.2 | $292k | 12k | 23.98 | |
| American Tower Reit (AMT) | 0.2 | $292k | 1.3k | 221.02 | |
| MKS Instruments (MKSI) | 0.2 | $290k | 2.9k | 99.36 | |
| Trimble Navigation (TRMB) | 0.2 | $289k | 3.8k | 75.98 | |
| Nexstar Media Group Common Stock (NXST) | 0.2 | $287k | 1.7k | 172.95 | |
| Essential Properties Realty reit (EPRT) | 0.2 | $286k | 9.0k | 31.91 | |
| Addus Homecare Corp (ADUS) | 0.2 | $286k | 2.5k | 115.19 | |
| Golar Lng SHS (GLNG) | 0.2 | $286k | 6.9k | 41.19 | |
| Sea Sponsord Ads (SE) | 0.2 | $285k | 1.8k | 159.94 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $283k | 666.00 | 424.58 | |
| F.N.B. Corporation (FNB) | 0.2 | $279k | 19k | 14.58 | |
| Vodafone Group Sponsored Adr (VOD) | 0.2 | $276k | 26k | 10.66 | |
| Sba Communications Corp Cl A (SBAC) | 0.2 | $275k | 1.2k | 234.84 | |
| Cousins Pptys Com New (CUZ) | 0.2 | $270k | 9.0k | 30.03 | |
| GSK Sponsored Adr (GSK) | 0.2 | $269k | 7.0k | 38.40 | |
| Rithm Capital Corp Com New (RITM) | 0.2 | $268k | 24k | 11.29 | |
| Kt Corp Sponsored Adr (KT) | 0.2 | $267k | 13k | 20.78 | |
| Regency Centers Corporation (REG) | 0.2 | $266k | 3.7k | 71.23 | |
| Totalenergies Se Sponsored Ads | 0.2 | $265k | 4.3k | 61.39 | |
| Eastman Chemical Company (EMN) | 0.2 | $261k | 3.5k | 74.66 | |
| Johnson & Johnson (JNJ) | 0.2 | $259k | 1.7k | 152.75 | |
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.2 | $259k | 9.0k | 28.83 | |
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.2 | $258k | 6.0k | 42.81 | |
| Union Pacific Corporation (UNP) | 0.2 | $257k | 1.1k | 230.08 | |
| Essential Utils (WTRG) | 0.2 | $257k | 6.9k | 37.14 | |
| AvalonBay Communities (AVB) | 0.2 | $256k | 1.3k | 203.50 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $254k | 3.7k | 68.72 | |
| Pepsi (PEP) | 0.2 | $253k | 1.9k | 132.04 | |
| Crane Holdings (CXT) | 0.2 | $252k | 4.7k | 53.90 | |
| First Industrial Realty Trust (FR) | 0.1 | $250k | 5.2k | 48.13 | |
| Boston Properties (BXP) | 0.1 | $250k | 3.7k | 67.47 | |
| Mid-America Apartment (MAA) | 0.1 | $248k | 1.7k | 148.01 | |
| ACI Worldwide (ACIW) | 0.1 | $244k | 5.3k | 45.91 | |
| Cisco Systems (CSCO) | 0.1 | $243k | 3.5k | 69.38 | |
| Sun Communities (SUI) | 0.1 | $242k | 1.9k | 126.49 | |
| Target Corporation (TGT) | 0.1 | $242k | 2.5k | 98.65 | |
| Caredx (CDNA) | 0.1 | $238k | 12k | 19.54 | |
| Realty Income (O) | 0.1 | $238k | 4.1k | 57.61 | |
| Public Storage (PSA) | 0.1 | $238k | 810.00 | 293.42 | |
| Broadstone Net Lease (BNL) | 0.1 | $237k | 15k | 16.05 | |
| Invitation Homes (INVH) | 0.1 | $236k | 7.2k | 32.80 | |
| Cushman Wakefield SHS | 0.1 | $235k | 21k | 11.07 | |
| Udr (UDR) | 0.1 | $233k | 5.7k | 40.83 | |
| Freshpet (FRPT) | 0.1 | $229k | 3.4k | 67.96 | |
| Axalta Coating Sys (AXTA) | 0.1 | $227k | 7.7k | 29.69 | |
| Kimco Realty Corporation (KIM) | 0.1 | $220k | 11k | 21.02 | |
| Churchill Downs (CHDN) | 0.1 | $219k | 2.2k | 101.00 | |
| Digitalbridge Group Cl A New (DBRG) | 0.1 | $218k | 21k | 10.35 | |
| Starwood Property Trust (STWD) | 0.1 | $215k | 11k | 20.07 | |
| KBR (KBR) | 0.1 | $213k | 4.4k | 47.94 | |
| Host Hotels & Resorts (HST) | 0.1 | $211k | 14k | 15.36 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $211k | 979.00 | 215.79 | |
| Peak (DOC) | 0.1 | $205k | 12k | 17.51 | |
| Eaton Corp SHS (ETN) | 0.1 | $205k | 573.00 | 356.99 | |
| NCR Corporation (VYX) | 0.1 | $202k | 17k | 11.73 | |
| Avient Corp (AVNT) | 0.1 | $201k | 6.2k | 32.31 | |
| Linde SHS (LIN) | 0.1 | $200k | 426.00 | 469.18 | |
| Danaher Corporation (DHR) | 0.1 | $198k | 1.0k | 197.54 | |
| American Homes 4 Rent Cl A (AMH) | 0.1 | $186k | 5.1k | 36.07 | |
| United Rentals (URI) | 0.1 | $185k | 246.00 | 753.40 | |
| Clearfield (CLFD) | 0.1 | $185k | 4.3k | 43.41 | |
| Essex Property Trust (ESS) | 0.1 | $183k | 645.00 | 283.40 | |
| Applied Materials (AMAT) | 0.1 | $183k | 998.00 | 183.07 | |
| Solventum Corp Com Shs (SOLV) | 0.1 | $178k | 2.3k | 75.84 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $176k | 1.9k | 91.11 | |
| Amedisys (AMED) | 0.1 | $176k | 1.8k | 98.39 | |
| Prudential Adr (PUK) | 0.1 | $172k | 6.9k | 25.02 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $170k | 6.6k | 25.69 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $167k | 856.00 | 195.42 | |
| Nv5 Holding (NVEE) | 0.1 | $164k | 7.1k | 23.09 | |
| Ge Vernova (GEV) | 0.1 | $164k | 309.00 | 529.15 | |
| Deere & Company (DE) | 0.1 | $158k | 310.00 | 508.49 | |
| Academy Sports & Outdoor (ASO) | 0.1 | $150k | 3.3k | 44.81 | |
| Albemarle Corporation (ALB) | 0.1 | $145k | 2.3k | 62.67 | |
| Ameresco Cl A (AMRC) | 0.1 | $140k | 9.2k | 15.19 | |
| Alexandria Real Estate Equities (ARE) | 0.1 | $138k | 1.9k | 72.63 | |
| Williams Companies (WMB) | 0.1 | $138k | 2.2k | 62.81 | |
| Cigna Corp (CI) | 0.1 | $133k | 401.00 | 330.58 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $131k | 1.4k | 91.97 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $130k | 210.00 | 620.90 | |
| NVIDIA Corporation (NVDA) | 0.1 | $130k | 820.00 | 157.99 | |
| Qualcomm (QCOM) | 0.1 | $127k | 800.00 | 159.26 | |
| Abbvie (ABBV) | 0.1 | $124k | 668.00 | 185.62 | |
| Americold Rlty Tr (COLD) | 0.1 | $121k | 7.3k | 16.63 | |
| ConocoPhillips (COP) | 0.1 | $117k | 1.3k | 89.74 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $112k | 750.00 | 149.58 | |
| Evolent Health Cl A (EVH) | 0.1 | $110k | 9.7k | 11.26 | |
| Rapid7 (RPD) | 0.1 | $109k | 4.7k | 23.13 | |
| Lowe's Companies (LOW) | 0.1 | $106k | 477.00 | 221.87 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $104k | 500.00 | 207.62 | |
| Quanta Services (PWR) | 0.1 | $101k | 266.00 | 378.08 | |
| SM Energy (SM) | 0.1 | $100k | 4.1k | 24.71 | |
| Nextracker Class A Com (NXT) | 0.1 | $95k | 1.7k | 54.37 | |
| Colgate-Palmolive Company (CL) | 0.1 | $91k | 1.0k | 90.90 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $89k | 1.0k | 89.39 | |
| Consolidated Edison (ED) | 0.1 | $87k | 867.00 | 100.35 | |
| Medtronic SHS (MDT) | 0.1 | $85k | 975.00 | 87.17 | |
| Intercontinental Exchange (ICE) | 0.0 | $83k | 450.00 | 183.47 | |
| Boston Scientific Corporation (BSX) | 0.0 | $80k | 746.00 | 107.41 | |
| Elf Beauty (ELF) | 0.0 | $73k | 585.00 | 124.44 | |
| Palo Alto Networks (PANW) | 0.0 | $71k | 348.00 | 204.64 | |
| Yum! Brands (YUM) | 0.0 | $69k | 463.00 | 148.18 | |
| Plexus (PLXS) | 0.0 | $68k | 500.00 | 135.31 | |
| Nucor Corporation (NUE) | 0.0 | $64k | 490.00 | 129.54 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $62k | 1.0k | 62.02 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $61k | 909.00 | 67.44 | |
| Us Bancorp Del Com New (USB) | 0.0 | $59k | 1.3k | 45.25 | |
| Hartford Financial Services (HIG) | 0.0 | $57k | 450.00 | 126.87 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $57k | 1.0k | 56.85 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $56k | 414.00 | 135.73 | |
| General Dynamics Corporation (GD) | 0.0 | $54k | 184.00 | 291.66 | |
| Intuit (INTU) | 0.0 | $49k | 62.00 | 787.63 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $48k | 700.00 | 69.09 | |
| Atmos Energy Corporation (ATO) | 0.0 | $46k | 300.00 | 154.11 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $42k | 1.0k | 42.27 | |
| Southern Company (SO) | 0.0 | $41k | 450.00 | 91.83 | |
| Constellation Brands Cl A (STZ) | 0.0 | $41k | 250.00 | 162.68 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $40k | 450.00 | 89.06 | |
| General Mills (GIS) | 0.0 | $40k | 768.00 | 51.81 | |
| Entergy Corporation (ETR) | 0.0 | $37k | 446.00 | 83.12 | |
| Carrier Global Corporation (CARR) | 0.0 | $37k | 500.00 | 73.19 | |
| Air Products & Chemicals (APD) | 0.0 | $36k | 128.00 | 282.06 | |
| American Water Works (AWK) | 0.0 | $35k | 250.00 | 139.11 | |
| Analog Devices (ADI) | 0.0 | $35k | 146.00 | 238.02 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $31k | 308.00 | 100.95 | |
| Electronic Arts (EA) | 0.0 | $31k | 193.00 | 159.70 | |
| Schlumberger Com Stk (SLB) | 0.0 | $30k | 892.00 | 33.80 | |
| Progyny (PGNY) | 0.0 | $29k | 1.3k | 22.00 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $28k | 300.00 | 94.77 | |
| Intel Corporation (INTC) | 0.0 | $28k | 1.3k | 22.40 | |
| Crane Company Common Stock (CR) | 0.0 | $26k | 138.00 | 189.89 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $25k | 250.00 | 99.02 | |
| Pfizer (PFE) | 0.0 | $24k | 1.0k | 24.24 | |
| Phillips 66 (PSX) | 0.0 | $23k | 193.00 | 119.30 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $23k | 137.00 | 166.11 | |
| Hexcel Corporation (HXL) | 0.0 | $23k | 400.00 | 56.49 | |
| TJX Companies (TJX) | 0.0 | $22k | 177.00 | 123.49 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $22k | 125.00 | 173.20 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $21k | 38.00 | 561.95 | |
| Synopsys (SNPS) | 0.0 | $21k | 41.00 | 512.68 | |
| Baxter International (BAX) | 0.0 | $20k | 674.00 | 30.28 | |
| Fortive (FTV) | 0.0 | $20k | 387.00 | 52.13 | |
| Stryker Corporation (SYK) | 0.0 | $20k | 50.00 | 395.64 | |
| Kla Corp Com New (KLAC) | 0.0 | $19k | 21.00 | 895.76 | |
| Netflix (NFLX) | 0.0 | $19k | 14.00 | 1339.14 | |
| Goldman Sachs (GS) | 0.0 | $18k | 25.00 | 707.76 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $18k | 40.00 | 440.65 | |
| Corning Incorporated (GLW) | 0.0 | $17k | 321.00 | 52.59 | |
| Allstate Corporation (ALL) | 0.0 | $16k | 78.00 | 201.31 | |
| Tapestry (TPR) | 0.0 | $16k | 178.00 | 87.81 | |
| Bristol Myers Squibb (BMY) | 0.0 | $15k | 330.00 | 46.29 | |
| Cadence Design Systems (CDNS) | 0.0 | $15k | 48.00 | 308.15 | |
| Advanced Micro Devices (AMD) | 0.0 | $15k | 104.00 | 141.90 | |
| Taylor Morrison Hom (TMHC) | 0.0 | $15k | 237.00 | 61.42 | |
| Nutanix Cl A (NTNX) | 0.0 | $14k | 187.00 | 76.44 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $14k | 44.00 | 313.91 | |
| Lennar Corp Cl A (LEN) | 0.0 | $14k | 123.00 | 110.61 | |
| O'reilly Automotive (ORLY) | 0.0 | $14k | 150.00 | 90.13 | |
| Cme (CME) | 0.0 | $14k | 49.00 | 275.61 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $14k | 43.00 | 313.14 | |
| Axon Enterprise (AXON) | 0.0 | $13k | 16.00 | 827.94 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $13k | 44.00 | 298.89 | |
| Corteva (CTVA) | 0.0 | $13k | 176.00 | 74.53 | |
| Philip Morris International (PM) | 0.0 | $13k | 72.00 | 182.12 | |
| Diamondback Energy (FANG) | 0.0 | $13k | 93.00 | 137.40 | |
| Ross Stores (ROST) | 0.0 | $13k | 100.00 | 127.58 | |
| AFLAC Incorporated (AFL) | 0.0 | $12k | 118.00 | 105.46 | |
| AmerisourceBergen (COR) | 0.0 | $12k | 41.00 | 299.85 | |
| At&t (T) | 0.0 | $12k | 410.00 | 28.94 | |
| Assurant (AIZ) | 0.0 | $12k | 60.00 | 197.48 | |
| Popular Com New (BPOP) | 0.0 | $12k | 104.00 | 110.21 | |
| Home Depot (HD) | 0.0 | $11k | 31.00 | 366.65 | |
| Dominion Resources (D) | 0.0 | $11k | 200.00 | 56.52 | |
| Kinder Morgan (KMI) | 0.0 | $11k | 384.00 | 29.40 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $11k | 200.00 | 55.41 | |
| PNC Financial Services (PNC) | 0.0 | $11k | 59.00 | 186.42 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $11k | 34.00 | 320.12 | |
| L3harris Technologies (LHX) | 0.0 | $11k | 43.00 | 250.84 | |
| Micron Technology (MU) | 0.0 | $11k | 87.00 | 123.25 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $11k | 15.00 | 698.47 | |
| Voya Financial (VOYA) | 0.0 | $10k | 145.00 | 71.00 | |
| Diageo Spon Adr New (DEO) | 0.0 | $10k | 100.00 | 100.84 | |
| Capital One Financial (COF) | 0.0 | $9.8k | 46.00 | 212.76 | |
| Centene Corporation (CNC) | 0.0 | $9.7k | 179.00 | 54.28 | |
| Marvell Technology (MRVL) | 0.0 | $9.5k | 123.00 | 77.40 | |
| Biogen Idec (BIIB) | 0.0 | $9.4k | 75.00 | 125.59 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $9.3k | 21.00 | 445.19 | |
| Dupont De Nemours (DD) | 0.0 | $9.3k | 135.00 | 68.59 | |
| Dover Corporation (DOV) | 0.0 | $9.2k | 50.00 | 183.24 | |
| eBay (EBAY) | 0.0 | $9.0k | 121.00 | 74.46 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $9.0k | 18.00 | 500.00 | |
| Tetra Tech (TTEK) | 0.0 | $9.0k | 250.00 | 35.96 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $9.0k | 85.00 | 105.62 | |
| KB Home (KBH) | 0.0 | $8.6k | 162.00 | 52.97 | |
| Verizon Communications (VZ) | 0.0 | $8.6k | 198.00 | 43.27 | |
| Cummins (CMI) | 0.0 | $8.5k | 26.00 | 327.50 | |
| Arrow Electronics (ARW) | 0.0 | $8.4k | 66.00 | 127.42 | |
| EQT Corporation (EQT) | 0.0 | $8.2k | 141.00 | 58.32 | |
| Valero Energy Corporation (VLO) | 0.0 | $8.1k | 60.00 | 134.42 | |
| Monolithic Power Systems (MPWR) | 0.0 | $8.0k | 11.00 | 731.36 | |
| EOG Resources (EOG) | 0.0 | $8.0k | 67.00 | 119.61 | |
| Loews Corporation (L) | 0.0 | $7.8k | 85.00 | 91.66 | |
| AeroVironment (AVAV) | 0.0 | $7.7k | 27.00 | 284.96 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $7.4k | 72.00 | 103.07 | |
| Steris Shs Usd (STE) | 0.0 | $7.2k | 30.00 | 240.23 | |
| Servicenow (NOW) | 0.0 | $7.2k | 7.00 | 1028.14 | |
| Best Buy (BBY) | 0.0 | $7.2k | 107.00 | 67.13 | |
| Monster Beverage Corp (MNST) | 0.0 | $7.0k | 112.00 | 62.64 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $6.9k | 41.00 | 168.66 | |
| Itt (ITT) | 0.0 | $6.9k | 44.00 | 156.84 | |
| Regal-beloit Corporation (RRX) | 0.0 | $6.8k | 47.00 | 144.96 | |
| Ryder System (R) | 0.0 | $6.5k | 41.00 | 159.00 | |
| Topbuild (BLD) | 0.0 | $6.5k | 20.00 | 323.75 | |
| Tesla Motors (TSLA) | 0.0 | $6.4k | 20.00 | 317.65 | |
| SLM Corporation (SLM) | 0.0 | $6.2k | 190.00 | 32.79 | |
| Martin Marietta Materials (MLM) | 0.0 | $6.0k | 11.00 | 549.00 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $5.9k | 50.00 | 118.02 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $5.9k | 232.00 | 25.38 | |
| Norfolk Southern (NSC) | 0.0 | $5.9k | 23.00 | 255.96 | |
| RBC Bearings Incorporated (RBC) | 0.0 | $5.8k | 15.00 | 384.80 | |
| First Solar (FSLR) | 0.0 | $5.6k | 34.00 | 165.53 | |
| Timken Company (TKR) | 0.0 | $5.6k | 77.00 | 72.55 | |
| Crocs (CROX) | 0.0 | $5.6k | 55.00 | 101.27 | |
| Patrick Industries (PATK) | 0.0 | $5.5k | 60.00 | 92.27 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $5.4k | 30.00 | 179.63 | |
| Kforce (KFRC) | 0.0 | $5.3k | 129.00 | 41.13 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $5.3k | 20.00 | 262.50 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $5.2k | 16.00 | 326.06 | |
| Gap (GAP) | 0.0 | $5.1k | 233.00 | 21.81 | |
| Lithia Motors (LAD) | 0.0 | $5.1k | 15.00 | 337.80 | |
| Quantum Biopharma Cl B Sub Vtg Shs (QNTM) | 0.0 | $5.1k | 250.00 | 20.25 | |
| Illinois Tool Works (ITW) | 0.0 | $4.7k | 19.00 | 247.26 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $4.6k | 60.00 | 77.02 | |
| Oneok (OKE) | 0.0 | $4.6k | 56.00 | 81.62 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.0 | $4.5k | 177.00 | 25.39 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $4.4k | 35.00 | 126.29 | |
| Hyatt Hotels Corp Com Cl A (H) | 0.0 | $4.3k | 31.00 | 139.65 | |
| Kontoor Brands (KTB) | 0.0 | $4.3k | 65.00 | 65.97 | |
| Jacobs Engineering Group (J) | 0.0 | $4.2k | 32.00 | 131.44 | |
| Globus Med Cl A (GMED) | 0.0 | $4.1k | 70.00 | 59.01 | |
| Halliburton Company (HAL) | 0.0 | $4.0k | 197.00 | 20.38 | |
| Westlake Chemical Corporation (WLK) | 0.0 | $3.0k | 40.00 | 75.92 | |
| Rigetti Computing Common Stock (RGTI) | 0.0 | $3.0k | 250.00 | 11.86 | |
| Devon Energy Corporation (DVN) | 0.0 | $2.7k | 86.00 | 31.81 | |
| Hp (HPQ) | 0.0 | $2.4k | 100.00 | 24.46 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $2.0k | 100.00 | 20.45 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $1.2k | 3.00 | 408.67 | |
| Amentum Holdings (AMTM) | 0.0 | $24.000000 | 1.00 | 24.00 |