Cetera Trust Company as of Sept. 30, 2025
Portfolio Holdings for Cetera Trust Company
Cetera Trust Company holds 353 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.8 | $10M | 41k | 254.63 | |
| Microsoft Corporation (MSFT) | 3.9 | $7.1M | 14k | 517.95 | |
| Lam Research Corp Com New (LRCX) | 3.1 | $5.5M | 41k | 133.90 | |
| JPMorgan Chase & Co. (JPM) | 3.0 | $5.4M | 17k | 315.43 | |
| McKesson Corporation (MCK) | 2.8 | $5.0M | 6.5k | 772.54 | |
| Amazon (AMZN) | 2.5 | $4.6M | 21k | 219.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $4.4M | 18k | 243.10 | |
| Wal-Mart Stores (WMT) | 2.4 | $4.3M | 42k | 103.06 | |
| Broadcom (AVGO) | 2.3 | $4.1M | 13k | 329.91 | |
| Blackrock (BLK) | 2.0 | $3.6M | 3.0k | 1165.87 | |
| Bank of America Corporation (BAC) | 1.9 | $3.4M | 67k | 51.59 | |
| Visa Com Cl A (V) | 1.9 | $3.4M | 10k | 341.38 | |
| Hca Holdings (HCA) | 1.9 | $3.4M | 7.9k | 426.20 | |
| Raytheon Technologies Corp (RTX) | 1.8 | $3.1M | 19k | 167.33 | |
| Metropcs Communications (TMUS) | 1.6 | $2.9M | 12k | 239.38 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $2.7M | 29k | 95.47 | |
| Amgen (AMGN) | 1.5 | $2.6M | 9.4k | 282.20 | |
| McDonald's Corporation (MCD) | 1.4 | $2.6M | 8.4k | 303.89 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.3 | $2.3M | 29k | 78.90 | |
| General Motors Company (GM) | 1.3 | $2.3M | 38k | 60.97 | |
| MetLife (MET) | 1.3 | $2.3M | 27k | 82.37 | |
| salesforce (CRM) | 1.3 | $2.2M | 9.4k | 237.00 | |
| Honeywell International (HON) | 1.3 | $2.2M | 11k | 210.50 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $2.2M | 4.6k | 485.02 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $2.1M | 8.4k | 243.55 | |
| Delta Air Lines Inc Del Com New (DAL) | 1.1 | $2.0M | 36k | 56.75 | |
| Coca-Cola Company (KO) | 1.1 | $2.0M | 30k | 66.32 | |
| FedEx Corporation (FDX) | 1.0 | $1.9M | 7.9k | 235.81 | |
| UnitedHealth (UNH) | 1.0 | $1.8M | 5.2k | 345.30 | |
| Walt Disney Company (DIS) | 0.9 | $1.7M | 15k | 114.50 | |
| Wells Fargo & Company (WFC) | 0.9 | $1.7M | 20k | 83.82 | |
| Newmont Mining Corporation (NEM) | 0.9 | $1.6M | 19k | 84.31 | |
| 3M Company (MMM) | 0.9 | $1.6M | 10k | 155.18 | |
| Eli Lilly & Co. (LLY) | 0.9 | $1.6M | 2.1k | 763.00 | |
| Microchip Technology (MCHP) | 0.8 | $1.5M | 24k | 64.22 | |
| Chevron Corporation (CVX) | 0.8 | $1.4M | 9.1k | 155.29 | |
| Comcast Corp Cl A (CMCSA) | 0.8 | $1.4M | 44k | 31.42 | |
| Anthem (ELV) | 0.8 | $1.4M | 4.3k | 323.12 | |
| Pulte (PHM) | 0.8 | $1.4M | 10k | 132.13 | |
| Baker Hughes Company Cl A (BKR) | 0.7 | $1.2M | 26k | 48.72 | |
| American Intl Group Com New (AIG) | 0.7 | $1.2M | 16k | 78.54 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.6 | $1.2M | 15k | 75.11 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.1M | 1.6k | 666.18 | |
| American Express Company (AXP) | 0.6 | $1.1M | 3.3k | 332.16 | |
| Ecolab (ECL) | 0.6 | $1.1M | 3.9k | 273.86 | |
| Abbott Laboratories (ABT) | 0.6 | $1.0M | 7.7k | 133.94 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $986k | 3.5k | 279.29 | |
| CVS Caremark Corporation (CVS) | 0.5 | $949k | 13k | 75.39 | |
| Costco Wholesale Corporation (COST) | 0.5 | $934k | 1.0k | 925.63 | |
| Curtiss-Wright (CW) | 0.5 | $828k | 1.5k | 542.94 | |
| Roper Industries (ROP) | 0.4 | $731k | 1.5k | 498.69 | |
| Meta Platforms Cl A (META) | 0.4 | $722k | 983.00 | 734.38 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $697k | 1.4k | 502.74 | |
| Sap Se Spon Adr (SAP) | 0.4 | $667k | 2.5k | 267.21 | |
| Open Lending Corp (LPRO) | 0.4 | $649k | 308k | 2.11 | |
| MasTec (MTZ) | 0.4 | $646k | 3.0k | 212.81 | |
| Evercore Class A (EVR) | 0.3 | $614k | 1.8k | 337.32 | |
| Morgan Stanley Com New (MS) | 0.3 | $605k | 3.8k | 158.96 | |
| Merck & Co (MRK) | 0.3 | $592k | 7.1k | 83.93 | |
| Dollar General (DG) | 0.3 | $588k | 5.7k | 103.35 | |
| Allegheny Technologies Incorporated (ATI) | 0.3 | $584k | 7.2k | 81.34 | |
| Chubb (CB) | 0.3 | $579k | 2.1k | 282.25 | |
| Coherent Corp (COHR) | 0.3 | $567k | 5.3k | 107.72 | |
| Flex Ord (FLEX) | 0.3 | $557k | 9.6k | 57.97 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.3 | $526k | 33k | 15.94 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $518k | 535.00 | 968.09 | |
| Ameriprise Financial (AMP) | 0.3 | $516k | 1.1k | 491.25 | |
| Ligand Pharmaceuticals Com New (LGND) | 0.3 | $510k | 2.9k | 177.14 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.3 | $502k | 18k | 28.79 | |
| Bofi Holding (AX) | 0.3 | $463k | 5.5k | 84.65 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $456k | 3.6k | 128.24 | |
| Halozyme Therapeutics (HALO) | 0.3 | $455k | 6.2k | 73.34 | |
| Ing Groep Sponsored Adr (ING) | 0.3 | $455k | 17k | 26.08 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.3 | $453k | 100k | 4.54 | |
| Nxp Semiconductors N V (NXPI) | 0.3 | $451k | 2.0k | 227.73 | |
| Caci Intl Cl A (CACI) | 0.2 | $446k | 895.00 | 498.78 | |
| Welltower Inc Com reit (WELL) | 0.2 | $444k | 2.5k | 178.14 | |
| SYNNEX Corporation (SNX) | 0.2 | $441k | 2.7k | 163.75 | |
| Toyota Motor Corp Ads (TM) | 0.2 | $423k | 2.2k | 191.09 | |
| Performance Food (PFGC) | 0.2 | $403k | 3.9k | 104.04 | |
| United Parcel Service CL B (UPS) | 0.2 | $401k | 4.8k | 83.53 | |
| Unilever Spon Adr New | 0.2 | $396k | 6.7k | 59.28 | |
| Nextera Energy (NEE) | 0.2 | $385k | 5.1k | 75.49 | |
| Affiliated Managers (AMG) | 0.2 | $377k | 1.6k | 238.43 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $376k | 627.00 | 600.37 | |
| Ge Aerospace Com New (GE) | 0.2 | $374k | 1.2k | 300.82 | |
| Iron Mountain (IRM) | 0.2 | $373k | 3.7k | 101.94 | |
| Astrazeneca Sponsored Adr | 0.2 | $364k | 4.7k | 76.72 | |
| MKS Instruments (MKSI) | 0.2 | $361k | 2.9k | 123.77 | |
| Simon Property (SPG) | 0.2 | $359k | 1.9k | 187.67 | |
| Advanced Drain Sys Inc Del (WMS) | 0.2 | $357k | 2.6k | 138.70 | |
| Chart Industries (GTLS) | 0.2 | $355k | 1.8k | 200.15 | |
| Digital Realty Trust (DLR) | 0.2 | $353k | 2.0k | 172.88 | |
| Neurocrine Biosciences (NBIX) | 0.2 | $341k | 2.4k | 140.38 | |
| Ventas (VTR) | 0.2 | $341k | 4.9k | 69.99 | |
| Cushman Wakefield SHS | 0.2 | $339k | 21k | 15.92 | |
| Boyd Gaming Corporation (BYD) | 0.2 | $333k | 3.9k | 86.45 | |
| Procter & Gamble Company (PG) | 0.2 | $333k | 2.2k | 153.65 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.2 | $332k | 12k | 27.26 | |
| Vici Pptys (VICI) | 0.2 | $329k | 10k | 32.61 | |
| Nexstar Media Group Common Stock (NXST) | 0.2 | $328k | 1.7k | 197.74 | |
| Regions Financial Corporation (RF) | 0.2 | $324k | 12k | 26.37 | |
| Prologis (PLD) | 0.2 | $320k | 2.8k | 114.52 | |
| GSK Sponsored Adr (GSK) | 0.2 | $319k | 7.4k | 43.16 | |
| Sea Sponsord Ads (SE) | 0.2 | $318k | 1.8k | 178.73 | |
| Casella Waste Sys Cl A (CWST) | 0.2 | $315k | 3.3k | 94.88 | |
| Johnson & Johnson (JNJ) | 0.2 | $314k | 1.7k | 185.42 | |
| Shell Spon Ads (SHEL) | 0.2 | $314k | 4.4k | 71.53 | |
| Crane Holdings (CXT) | 0.2 | $314k | 4.7k | 67.07 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $312k | 666.00 | 468.41 | |
| Trimble Navigation (TRMB) | 0.2 | $310k | 3.8k | 81.65 | |
| Ameresco Cl A (AMRC) | 0.2 | $309k | 9.2k | 33.58 | |
| F.N.B. Corporation (FNB) | 0.2 | $308k | 19k | 16.11 | |
| Planet Fitness Cl A (PLNT) | 0.2 | $306k | 3.0k | 103.80 | |
| Synovus Finl Corp Com New (SNV) | 0.2 | $300k | 6.1k | 49.08 | |
| Vodafone Group Sponsored Adr (VOD) | 0.2 | $300k | 26k | 11.60 | |
| Axis Cap Hldgs SHS (AXS) | 0.2 | $298k | 3.1k | 95.80 | |
| Equinix (EQIX) | 0.2 | $298k | 380.00 | 783.24 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $297k | 2.6k | 112.75 | |
| Addus Homecare Corp (ADUS) | 0.2 | $293k | 2.5k | 117.99 | |
| International Business Machines (IBM) | 0.2 | $291k | 1.0k | 282.16 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $290k | 6.1k | 47.20 | |
| Extra Space Storage (EXR) | 0.2 | $285k | 2.0k | 140.94 | |
| Golar Lng SHS (GLNG) | 0.2 | $280k | 6.9k | 40.41 | |
| ACI Worldwide (ACIW) | 0.2 | $280k | 5.3k | 52.77 | |
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.2 | $276k | 9.0k | 30.80 | |
| Essential Utils (WTRG) | 0.2 | $276k | 6.9k | 39.90 | |
| Boston Properties (BXP) | 0.2 | $275k | 3.7k | 74.34 | |
| Regency Centers Corporation (REG) | 0.2 | $273k | 3.7k | 72.90 | |
| Rithm Capital Corp Com New (RITM) | 0.2 | $270k | 24k | 11.39 | |
| First Industrial Realty Trust (FR) | 0.1 | $267k | 5.2k | 51.47 | |
| Essential Properties Realty reit (EPRT) | 0.1 | $267k | 9.0k | 29.76 | |
| Union Pacific Corporation (UNP) | 0.1 | $264k | 1.1k | 236.37 | |
| Broadstone Net Lease (BNL) | 0.1 | $264k | 15k | 17.87 | |
| Pepsi (PEP) | 0.1 | $263k | 1.9k | 140.44 | |
| Cousins Pptys Com New (CUZ) | 0.1 | $261k | 9.0k | 28.94 | |
| Totalenergies Se Sponsored Ads | 0.1 | $258k | 4.3k | 59.69 | |
| Jfrog Ord Shs (FROG) | 0.1 | $255k | 5.4k | 47.33 | |
| American Tower Reit (AMT) | 0.1 | $254k | 1.3k | 192.32 | |
| Realty Income (O) | 0.1 | $251k | 4.1k | 60.79 | |
| Kt Corp Sponsored Adr (KT) | 0.1 | $251k | 13k | 19.50 | |
| Sun Communities (SUI) | 0.1 | $247k | 1.9k | 129.00 | |
| Digitalbridge Group Cl A New (DBRG) | 0.1 | $247k | 21k | 11.70 | |
| Waystar Holding Corp (WAY) | 0.1 | $244k | 6.4k | 37.92 | |
| AvalonBay Communities (AVB) | 0.1 | $243k | 1.3k | 193.17 | |
| Cisco Systems (CSCO) | 0.1 | $239k | 3.5k | 68.42 | |
| ICU Medical, Incorporated (ICUI) | 0.1 | $236k | 2.0k | 119.96 | |
| United Rentals (URI) | 0.1 | $235k | 246.00 | 954.66 | |
| Host Hotels & Resorts (HST) | 0.1 | $234k | 14k | 17.02 | |
| Mid-America Apartment (MAA) | 0.1 | $234k | 1.7k | 139.73 | |
| Public Storage (PSA) | 0.1 | $234k | 810.00 | 288.85 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $233k | 3.9k | 59.61 | |
| Kimco Realty Corporation (KIM) | 0.1 | $229k | 11k | 21.85 | |
| KBR (KBR) | 0.1 | $227k | 4.8k | 47.29 | |
| Peak (DOC) | 0.1 | $224k | 12k | 19.15 | |
| Axalta Coating Sys (AXTA) | 0.1 | $221k | 7.7k | 28.62 | |
| Magnite Ord (MGNI) | 0.1 | $215k | 9.9k | 21.78 | |
| Eaton Corp SHS (ETN) | 0.1 | $214k | 573.00 | 374.25 | |
| Haemonetics Corporation (HAE) | 0.1 | $213k | 4.4k | 48.74 | |
| Churchill Downs (CHDN) | 0.1 | $213k | 2.2k | 97.01 | |
| Udr (UDR) | 0.1 | $213k | 5.7k | 37.26 | |
| Invitation Homes (INVH) | 0.1 | $211k | 7.2k | 29.33 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $210k | 1.9k | 108.96 | |
| Starwood Property Trust (STWD) | 0.1 | $208k | 11k | 19.37 | |
| Sba Communications Corp Cl A (SBAC) | 0.1 | $207k | 1.1k | 193.35 | |
| Target Corporation (TGT) | 0.1 | $207k | 2.3k | 89.70 | |
| Avient Corp (AVNT) | 0.1 | $205k | 6.2k | 32.95 | |
| Applied Materials (AMAT) | 0.1 | $204k | 998.00 | 204.74 | |
| Linde SHS (LIN) | 0.1 | $202k | 426.00 | 475.00 | |
| Eastman Chemical Company (EMN) | 0.1 | $200k | 3.2k | 63.05 | |
| Danaher Corporation (DHR) | 0.1 | $198k | 1.0k | 198.26 | |
| Prudential Adr (PUK) | 0.1 | $192k | 6.9k | 27.99 | |
| Ge Vernova (GEV) | 0.1 | $190k | 309.00 | 614.90 | |
| Albemarle Corporation (ALB) | 0.1 | $187k | 2.3k | 81.08 | |
| Freshpet (FRPT) | 0.1 | $186k | 3.4k | 55.11 | |
| Academy Sports & Outdoor (ASO) | 0.1 | $181k | 3.6k | 50.02 | |
| Elf Beauty (ELF) | 0.1 | $179k | 1.4k | 132.48 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $178k | 735.00 | 241.96 | |
| Essex Property Trust (ESS) | 0.1 | $173k | 645.00 | 267.66 | |
| Solventum Corp Com Shs (SOLV) | 0.1 | $171k | 2.3k | 73.00 | |
| Caterpillar (CAT) | 0.1 | $171k | 359.00 | 477.15 | |
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.1 | $170k | 6.0k | 28.21 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $164k | 6.6k | 24.79 | |
| Matador Resources (MTDR) | 0.1 | $162k | 3.6k | 44.93 | |
| Alexandria Real Estate Equities (ARE) | 0.1 | $159k | 1.9k | 83.34 | |
| Abbvie (ABBV) | 0.1 | $155k | 668.00 | 231.54 | |
| NVIDIA Corporation (NVDA) | 0.1 | $153k | 820.00 | 186.58 | |
| Clearfield (CLFD) | 0.1 | $146k | 4.3k | 34.38 | |
| American Homes 4 Rent Cl A (AMH) | 0.1 | $145k | 4.4k | 33.25 | |
| Deere & Company (DE) | 0.1 | $142k | 310.00 | 457.26 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $141k | 210.00 | 669.30 | |
| Williams Companies (WMB) | 0.1 | $139k | 2.2k | 63.35 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $138k | 1.4k | 96.55 | |
| Qualcomm (QCOM) | 0.1 | $133k | 800.00 | 166.36 | |
| Nextracker Class A Com (NXT) | 0.1 | $129k | 1.7k | 73.99 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $128k | 750.00 | 170.85 | |
| Lowe's Companies (LOW) | 0.1 | $120k | 477.00 | 251.31 | |
| Cigna Corp (CI) | 0.1 | $116k | 401.00 | 288.25 | |
| Quanta Services (PWR) | 0.1 | $110k | 266.00 | 414.42 | |
| SM Energy (SM) | 0.1 | $101k | 4.1k | 24.97 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $93k | 1.0k | 93.37 | |
| Medtronic SHS (MDT) | 0.1 | $93k | 975.00 | 95.24 | |
| ConocoPhillips (COP) | 0.1 | $92k | 975.00 | 94.59 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $92k | 500.00 | 183.73 | |
| Progyny (PGNY) | 0.1 | $91k | 4.2k | 21.52 | |
| Americold Rlty Tr (COLD) | 0.1 | $89k | 7.3k | 12.24 | |
| Consolidated Edison (ED) | 0.0 | $87k | 867.00 | 100.52 | |
| Evolent Health Cl A (EVH) | 0.0 | $82k | 9.7k | 8.46 | |
| Colgate-Palmolive Company (CL) | 0.0 | $80k | 1.0k | 79.94 | |
| Intercontinental Exchange (ICE) | 0.0 | $76k | 450.00 | 168.48 | |
| Boston Scientific Corporation (BSX) | 0.0 | $73k | 746.00 | 97.63 | |
| Plexus (PLXS) | 0.0 | $72k | 500.00 | 144.69 | |
| Palo Alto Networks (PANW) | 0.0 | $71k | 348.00 | 203.62 | |
| Yum! Brands (YUM) | 0.0 | $70k | 463.00 | 152.00 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $67k | 200.00 | 332.69 | |
| Nucor Corporation (NUE) | 0.0 | $66k | 490.00 | 135.43 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $65k | 1.0k | 65.26 | |
| Us Bancorp Del Com New (USB) | 0.0 | $63k | 1.3k | 48.33 | |
| General Dynamics Corporation (GD) | 0.0 | $63k | 184.00 | 341.00 | |
| Hartford Financial Services (HIG) | 0.0 | $60k | 450.00 | 133.39 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $58k | 414.00 | 140.05 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $57k | 1.0k | 57.10 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $57k | 909.00 | 62.47 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $51k | 700.00 | 73.46 | |
| Atmos Energy Corporation (ATO) | 0.0 | $51k | 300.00 | 170.75 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $45k | 1.0k | 45.21 | |
| Southern Company (SO) | 0.0 | $43k | 450.00 | 94.77 | |
| Intuit (INTU) | 0.0 | $42k | 62.00 | 682.90 | |
| Intel Corporation (INTC) | 0.0 | $42k | 1.3k | 33.55 | |
| Entergy Corporation (ETR) | 0.0 | $42k | 446.00 | 93.19 | |
| Electronic Arts (EA) | 0.0 | $39k | 193.00 | 201.70 | |
| Analog Devices (ADI) | 0.0 | $36k | 146.00 | 245.70 | |
| Air Products & Chemicals (APD) | 0.0 | $35k | 128.00 | 272.72 | |
| Constellation Brands Cl A (STZ) | 0.0 | $34k | 250.00 | 134.67 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $33k | 308.00 | 106.61 | |
| Schlumberger Com Stk (SLB) | 0.0 | $31k | 892.00 | 34.37 | |
| Carrier Global Corporation (CARR) | 0.0 | $30k | 500.00 | 59.70 | |
| General Mills (GIS) | 0.0 | $30k | 588.00 | 50.42 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $29k | 300.00 | 97.08 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $26k | 137.00 | 192.74 | |
| Corning Incorporated (GLW) | 0.0 | $26k | 321.00 | 82.03 | |
| TJX Companies (TJX) | 0.0 | $26k | 177.00 | 144.54 | |
| Pfizer (PFE) | 0.0 | $26k | 1.0k | 25.48 | |
| Crane Company Common Stock (CR) | 0.0 | $25k | 138.00 | 184.14 | |
| Hexcel Corporation (HXL) | 0.0 | $25k | 400.00 | 62.70 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $23k | 250.00 | 91.43 | |
| Kla Corp Com New (KLAC) | 0.0 | $23k | 21.00 | 1078.62 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $22k | 38.00 | 568.82 | |
| American Water Works (AWK) | 0.0 | $21k | 150.00 | 139.19 | |
| Synopsys (SNPS) | 0.0 | $20k | 41.00 | 493.39 | |
| Tapestry (TPR) | 0.0 | $20k | 178.00 | 113.22 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $20k | 125.00 | 159.89 | |
| Goldman Sachs (GS) | 0.0 | $20k | 25.00 | 796.36 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $19k | 40.00 | 463.75 | |
| Stryker Corporation (SYK) | 0.0 | $19k | 50.00 | 369.68 | |
| Cadence Design Systems (CDNS) | 0.0 | $17k | 48.00 | 351.25 | |
| Advanced Micro Devices (AMD) | 0.0 | $17k | 104.00 | 161.79 | |
| Netflix (NFLX) | 0.0 | $17k | 14.00 | 1198.93 | |
| Allstate Corporation (ALL) | 0.0 | $17k | 78.00 | 214.65 | |
| O'reilly Automotive (ORLY) | 0.0 | $16k | 150.00 | 107.81 | |
| Taylor Morrison Hom (TMHC) | 0.0 | $16k | 237.00 | 66.01 | |
| Lennar Corp Cl A (LEN) | 0.0 | $16k | 123.00 | 126.04 | |
| Baxter International (BAX) | 0.0 | $15k | 674.00 | 22.77 | |
| Ross Stores (ROST) | 0.0 | $15k | 100.00 | 152.39 | |
| Bristol Myers Squibb (BMY) | 0.0 | $15k | 330.00 | 45.10 | |
| Micron Technology (MU) | 0.0 | $15k | 87.00 | 167.32 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $14k | 43.00 | 323.58 | |
| Nutanix Cl A (NTNX) | 0.0 | $14k | 187.00 | 74.39 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $14k | 200.00 | 68.81 | |
| Diamondback Energy (FANG) | 0.0 | $13k | 93.00 | 143.10 | |
| Popular Com New (BPOP) | 0.0 | $13k | 104.00 | 127.01 | |
| AFLAC Incorporated (AFL) | 0.0 | $13k | 118.00 | 111.70 | |
| L3harris Technologies (LHX) | 0.0 | $13k | 43.00 | 305.42 | |
| Assurant (AIZ) | 0.0 | $13k | 60.00 | 216.60 | |
| AmerisourceBergen (COR) | 0.0 | $13k | 41.00 | 312.54 | |
| Home Depot (HD) | 0.0 | $13k | 31.00 | 405.19 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $12k | 44.00 | 280.84 | |
| Dominion Resources (D) | 0.0 | $12k | 200.00 | 61.17 | |
| Corteva (CTVA) | 0.0 | $12k | 176.00 | 67.63 | |
| PNC Financial Services (PNC) | 0.0 | $12k | 59.00 | 200.93 | |
| Philip Morris International (PM) | 0.0 | $12k | 72.00 | 162.19 | |
| At&t (T) | 0.0 | $12k | 410.00 | 28.24 | |
| Axon Enterprise (AXON) | 0.0 | $12k | 16.00 | 717.62 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $11k | 15.00 | 758.13 | |
| eBay (EBAY) | 0.0 | $11k | 121.00 | 90.95 | |
| Cummins (CMI) | 0.0 | $11k | 26.00 | 422.38 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $11k | 18.00 | 609.33 | |
| Kinder Morgan (KMI) | 0.0 | $11k | 384.00 | 28.31 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $11k | 44.00 | 246.59 | |
| Voya Financial (VOYA) | 0.0 | $11k | 145.00 | 74.80 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $11k | 34.00 | 309.74 | |
| Dupont De Nemours (DD) | 0.0 | $11k | 135.00 | 77.90 | |
| Biogen Idec (BIIB) | 0.0 | $11k | 75.00 | 140.08 | |
| Fortive (FTV) | 0.0 | $10k | 213.00 | 48.99 | |
| Marvell Technology (MRVL) | 0.0 | $10k | 123.00 | 84.07 | |
| KB Home (KBH) | 0.0 | $10k | 162.00 | 63.64 | |
| Valero Energy Corporation (VLO) | 0.0 | $10k | 60.00 | 170.27 | |
| Monolithic Power Systems (MPWR) | 0.0 | $10k | 11.00 | 920.64 | |
| Capital One Financial (COF) | 0.0 | $9.8k | 46.00 | 212.59 | |
| Diageo Spon Adr New (DEO) | 0.0 | $9.5k | 100.00 | 95.43 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $9.3k | 85.00 | 109.95 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $9.0k | 41.00 | 219.54 | |
| Verizon Communications (VZ) | 0.0 | $8.7k | 198.00 | 43.95 | |
| Loews Corporation (L) | 0.0 | $8.5k | 85.00 | 100.39 | |
| AeroVironment (AVAV) | 0.0 | $8.5k | 27.00 | 314.89 | |
| Dover Corporation (DOV) | 0.0 | $8.3k | 50.00 | 166.84 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $8.2k | 21.00 | 391.62 | |
| Best Buy (BBY) | 0.0 | $8.1k | 107.00 | 75.62 | |
| Arrow Electronics (ARW) | 0.0 | $8.0k | 66.00 | 121.00 | |
| Itt (ITT) | 0.0 | $7.9k | 44.00 | 178.75 | |
| Topbuild (BLD) | 0.0 | $7.8k | 20.00 | 390.85 | |
| Ryder System (R) | 0.0 | $7.7k | 41.00 | 188.63 | |
| EQT Corporation (EQT) | 0.0 | $7.7k | 141.00 | 54.43 | |
| Monster Beverage Corp (MNST) | 0.0 | $7.5k | 112.00 | 67.31 | |
| EOG Resources (EOG) | 0.0 | $7.5k | 67.00 | 112.12 | |
| First Solar (FSLR) | 0.0 | $7.5k | 34.00 | 220.53 | |
| Rigetti Computing Common Stock (RGTI) | 0.0 | $7.4k | 250.00 | 29.79 | |
| Steris Shs Usd (STE) | 0.0 | $7.4k | 30.00 | 247.43 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $7.3k | 72.00 | 101.38 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $7.3k | 16.00 | 456.00 | |
| Martin Marietta Materials (MLM) | 0.0 | $6.9k | 11.00 | 630.27 | |
| Norfolk Southern (NSC) | 0.0 | $6.9k | 23.00 | 300.39 | |
| Regal-beloit Corporation (RRX) | 0.0 | $6.7k | 47.00 | 143.45 | |
| Servicenow (NOW) | 0.0 | $6.4k | 7.00 | 920.29 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $6.4k | 50.00 | 128.36 | |
| Patrick Industries (PATK) | 0.0 | $6.2k | 60.00 | 103.43 | |
| RBC Bearings Incorporated (RBC) | 0.0 | $5.9k | 15.00 | 390.27 | |
| Timken Company (TKR) | 0.0 | $5.8k | 77.00 | 75.18 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $5.7k | 20.00 | 287.05 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $5.7k | 30.00 | 190.57 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $5.5k | 232.00 | 23.65 | |
| SLM Corporation (SLM) | 0.0 | $5.3k | 190.00 | 27.68 | |
| Kontoor Brands (KTB) | 0.0 | $5.2k | 65.00 | 79.77 | |
| Gap (GAP) | 0.0 | $5.0k | 233.00 | 21.39 | |
| Illinois Tool Works (ITW) | 0.0 | $5.0k | 19.00 | 260.74 | |
| Halliburton Company (HAL) | 0.0 | $4.8k | 197.00 | 24.60 | |
| Jacobs Engineering Group (J) | 0.0 | $4.8k | 32.00 | 149.88 | |
| Lithia Motors (LAD) | 0.0 | $4.7k | 15.00 | 316.00 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $4.6k | 60.00 | 76.62 | |
| Crocs (CROX) | 0.0 | $4.6k | 55.00 | 83.55 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $4.5k | 35.00 | 129.26 | |
| Hyatt Hotels Corp Com Cl A (H) | 0.0 | $4.4k | 31.00 | 141.94 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.0 | $4.4k | 177.00 | 24.70 | |
| Quantum Biopharma Cl B Sub Vtg Shs (QNTM) | 0.0 | $4.1k | 250.00 | 16.40 | |
| Oneok (OKE) | 0.0 | $4.1k | 56.00 | 72.96 | |
| Globus Med Cl A (GMED) | 0.0 | $4.0k | 70.00 | 57.27 | |
| Kforce (KFRC) | 0.0 | $3.9k | 129.00 | 29.98 | |
| Devon Energy Corporation (DVN) | 0.0 | $3.0k | 86.00 | 35.06 | |
| Hp (HPQ) | 0.0 | $2.7k | 100.00 | 27.23 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $2.5k | 100.00 | 24.56 | |
| Ralliant Corp None (RAL) | 0.0 | $1.9k | 44.00 | 43.73 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $825.000000 | 3.00 | 275.00 | |
| Amentum Holdings (AMTM) | 0.0 | $24.000000 | 1.00 | 24.00 |