Cetera Trust Company as of Dec. 31, 2025
Portfolio Holdings for Cetera Trust Company
Cetera Trust Company holds 358 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.0 | $11M | 41k | 271.86 | |
| Lam Research Corp Com New (LRCX) | 3.7 | $6.8M | 40k | 171.18 | |
| Microsoft Corporation (MSFT) | 3.5 | $6.6M | 14k | 483.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $5.6M | 18k | 313.00 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $5.4M | 17k | 322.22 | |
| McKesson Corporation (MCK) | 2.8 | $5.2M | 6.3k | 820.29 | |
| Amazon (AMZN) | 2.6 | $4.8M | 21k | 230.82 | |
| Wal-Mart Stores (WMT) | 2.5 | $4.7M | 42k | 111.41 | |
| Broadcom (AVGO) | 2.3 | $4.3M | 13k | 346.10 | |
| Hca Holdings (HCA) | 2.0 | $3.7M | 8.0k | 466.86 | |
| Bank of America Corporation (BAC) | 2.0 | $3.7M | 67k | 55.00 | |
| Visa Com Cl A (V) | 1.9 | $3.5M | 10k | 350.71 | |
| Raytheon Technologies Corp (RTX) | 1.9 | $3.5M | 19k | 183.40 | |
| Blackrock (BLK) | 1.7 | $3.3M | 3.0k | 1070.34 | |
| Amgen (AMGN) | 1.7 | $3.1M | 9.5k | 327.31 | |
| General Motors Company (GM) | 1.6 | $3.1M | 38k | 81.32 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $2.9M | 29k | 99.91 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $2.8M | 4.8k | 579.45 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $2.6M | 8.4k | 313.80 | |
| McDonald's Corporation (MCD) | 1.4 | $2.6M | 8.5k | 305.63 | |
| Delta Air Lines Inc Del Com New (DAL) | 1.3 | $2.5M | 36k | 69.40 | |
| salesforce (CRM) | 1.3 | $2.5M | 9.4k | 264.91 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.3 | $2.4M | 29k | 82.32 | |
| Metropcs Communications (TMUS) | 1.3 | $2.4M | 12k | 203.04 | |
| FedEx Corporation (FDX) | 1.2 | $2.3M | 8.0k | 288.86 | |
| Eli Lilly & Co. (LLY) | 1.2 | $2.2M | 2.1k | 1074.68 | |
| Coca-Cola Company (KO) | 1.2 | $2.2M | 32k | 69.91 | |
| MetLife (MET) | 1.2 | $2.2M | 28k | 78.94 | |
| Honeywell International (HON) | 1.2 | $2.2M | 11k | 195.09 | |
| Newmont Mining Corporation (NEM) | 1.0 | $1.9M | 19k | 99.85 | |
| Wells Fargo & Company (WFC) | 1.0 | $1.9M | 20k | 93.20 | |
| Walt Disney Company (DIS) | 0.9 | $1.7M | 15k | 113.77 | |
| 3M Company (MMM) | 0.9 | $1.7M | 10k | 160.10 | |
| UnitedHealth (UNH) | 0.8 | $1.6M | 4.7k | 330.11 | |
| American Intl Group Com New (AIG) | 0.8 | $1.5M | 17k | 85.55 | |
| Microchip Technology (MCHP) | 0.8 | $1.5M | 23k | 63.72 | |
| Anthem (ELV) | 0.7 | $1.3M | 3.8k | 350.55 | |
| Chevron Corporation (CVX) | 0.7 | $1.2M | 8.1k | 152.41 | |
| American Express Company (AXP) | 0.6 | $1.2M | 3.3k | 369.95 | |
| CVS Caremark Corporation (CVS) | 0.6 | $1.2M | 15k | 79.36 | |
| Baker Hughes Company Cl A (BKR) | 0.6 | $1.2M | 26k | 45.54 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.6 | $1.2M | 15k | 77.02 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.1M | 1.6k | 681.92 | |
| Pulte (PHM) | 0.6 | $1.1M | 9.3k | 117.26 | |
| Ecolab (ECL) | 0.6 | $1.0M | 3.9k | 262.52 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $1.0M | 3.4k | 303.89 | |
| Abbott Laboratories (ABT) | 0.5 | $965k | 7.7k | 125.29 | |
| Coherent Corp (COHR) | 0.5 | $892k | 4.8k | 184.57 | |
| Costco Wholesale Corporation (COST) | 0.5 | $862k | 999.00 | 862.34 | |
| Dollar General (DG) | 0.4 | $800k | 6.0k | 132.77 | |
| Curtiss-Wright (CW) | 0.4 | $786k | 1.4k | 551.27 | |
| Allegheny Technologies Incorporated (ATI) | 0.4 | $743k | 6.5k | 114.76 | |
| Merck & Co (MRK) | 0.4 | $743k | 7.1k | 105.26 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $697k | 1.4k | 502.65 | |
| Morgan Stanley Com New (MS) | 0.4 | $675k | 3.8k | 177.53 | |
| Roper Industries (ROP) | 0.3 | $652k | 1.5k | 445.13 | |
| Meta Platforms Cl A (META) | 0.3 | $649k | 983.00 | 660.09 | |
| Chubb (CB) | 0.3 | $640k | 2.1k | 312.12 | |
| MasTec (MTZ) | 0.3 | $638k | 2.9k | 217.37 | |
| Evercore Class A (EVR) | 0.3 | $619k | 1.8k | 340.25 | |
| Sap Se Spon Adr (SAP) | 0.3 | $612k | 2.5k | 242.91 | |
| Flex Ord (FLEX) | 0.3 | $580k | 9.6k | 60.42 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $572k | 535.00 | 1069.86 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $555k | 19k | 29.89 | |
| Ligand Pharmaceuticals Com New (LGND) | 0.3 | $545k | 2.9k | 189.07 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.3 | $529k | 100k | 5.30 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.3 | $524k | 33k | 15.86 | |
| Ameriprise Financial (AMP) | 0.3 | $515k | 1.1k | 490.34 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $490k | 715.00 | 684.94 | |
| Ing Groep Sponsored Adr (ING) | 0.3 | $488k | 17k | 28.00 | |
| Toyota Motor Corp Ads (TM) | 0.3 | $480k | 2.2k | 214.06 | |
| Caci Intl Cl A (CACI) | 0.3 | $477k | 895.00 | 532.81 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $476k | 3.5k | 137.87 | |
| Bofi Holding (AX) | 0.3 | $473k | 5.5k | 86.16 | |
| United Parcel Service CL B (UPS) | 0.3 | $470k | 4.7k | 99.19 | |
| MKS Instruments (MKSI) | 0.2 | $466k | 2.9k | 159.80 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $461k | 18k | 25.60 | |
| Affiliated Managers (AMG) | 0.2 | $456k | 1.6k | 288.28 | |
| Nextera Energy (NEE) | 0.2 | $452k | 5.6k | 80.28 | |
| Nxp Semiconductors N V (NXPI) | 0.2 | $446k | 2.1k | 217.06 | |
| Astrazeneca Sponsored Adr | 0.2 | $436k | 4.7k | 91.93 | |
| Halozyme Therapeutics (HALO) | 0.2 | $417k | 6.2k | 67.30 | |
| Welltower Inc Com reit (WELL) | 0.2 | $416k | 2.2k | 185.61 | |
| SYNNEX Corporation (SNX) | 0.2 | $404k | 2.7k | 150.23 | |
| GSK Sponsored Adr (GSK) | 0.2 | $385k | 7.8k | 49.04 | |
| Ge Aerospace Com New (GE) | 0.2 | $383k | 1.2k | 308.03 | |
| Chart Industries (GTLS) | 0.2 | $382k | 1.9k | 206.23 | |
| Advanced Drain Sys Inc Del (WMS) | 0.2 | $377k | 2.6k | 144.83 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $370k | 602.00 | 614.31 | |
| Ventas (VTR) | 0.2 | $367k | 4.7k | 77.38 | |
| Haemonetics Corporation (HAE) | 0.2 | $357k | 4.5k | 80.15 | |
| Jfrog Ord Shs (FROG) | 0.2 | $353k | 5.6k | 62.46 | |
| Johnson & Johnson (JNJ) | 0.2 | $351k | 1.7k | 206.95 | |
| Prologis (PLD) | 0.2 | $350k | 2.7k | 127.66 | |
| Performance Food (PFGC) | 0.2 | $349k | 3.9k | 89.92 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.2 | $346k | 13k | 27.08 | |
| Simon Property (SPG) | 0.2 | $345k | 1.9k | 185.11 | |
| Neurocrine Biosciences (NBIX) | 0.2 | $345k | 2.4k | 141.83 | |
| Open Lending Corp (LPRO) | 0.2 | $341k | 220k | 1.55 | |
| Nexstar Media Group Common Stock (NXST) | 0.2 | $337k | 1.7k | 203.05 | |
| Axis Cap Hldgs SHS (AXS) | 0.2 | $337k | 3.1k | 107.09 | |
| Casella Waste Sys Cl A (CWST) | 0.2 | $335k | 3.4k | 97.94 | |
| Regions Financial Corporation (RF) | 0.2 | $333k | 12k | 27.10 | |
| Boyd Gaming Corporation (BYD) | 0.2 | $331k | 3.9k | 85.24 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $329k | 6.8k | 48.46 | |
| F.N.B. Corporation (FNB) | 0.2 | $327k | 19k | 17.10 | |
| Shell Spon Ads (SHEL) | 0.2 | $324k | 4.4k | 73.48 | |
| Planet Fitness Cl A (PLNT) | 0.2 | $323k | 3.0k | 108.47 | |
| Vodafone Group Sponsored Adr (VOD) | 0.2 | $322k | 24k | 13.21 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $317k | 2.6k | 120.34 | |
| Digital Realty Trust (DLR) | 0.2 | $316k | 2.0k | 154.71 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $315k | 666.00 | 473.30 | |
| Synovus Finl Corp Com New (SNV) | 0.2 | $311k | 6.2k | 50.05 | |
| Procter & Gamble Company (PG) | 0.2 | $311k | 2.2k | 143.31 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $311k | 4.9k | 64.04 | |
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.2 | $306k | 10k | 29.48 | |
| International Business Machines (IBM) | 0.2 | $306k | 1.0k | 296.21 | |
| ICU Medical, Incorporated (ICUI) | 0.2 | $305k | 2.1k | 142.67 | |
| Ishares Tr Select Us Reit (ICF) | 0.2 | $303k | 5.1k | 59.67 | |
| Trimble Navigation (TRMB) | 0.2 | $298k | 3.8k | 78.35 | |
| First Industrial Realty Trust (FR) | 0.2 | $298k | 5.2k | 57.27 | |
| Iron Mountain (IRM) | 0.2 | $297k | 3.6k | 82.95 | |
| Equinix (EQIX) | 0.2 | $291k | 380.00 | 766.16 | |
| Axalta Coating Sys (AXTA) | 0.2 | $291k | 9.0k | 32.31 | |
| ACI Worldwide (ACIW) | 0.2 | $286k | 6.0k | 47.81 | |
| Kt Corp Sponsored Adr (KT) | 0.1 | $279k | 15k | 18.97 | |
| Addus Homecare Corp (ADUS) | 0.1 | $278k | 2.6k | 107.39 | |
| Essential Utils (WTRG) | 0.1 | $278k | 7.2k | 38.36 | |
| Albemarle Corporation (ALB) | 0.1 | $277k | 2.0k | 141.44 | |
| Ameresco Cl A (AMRC) | 0.1 | $273k | 9.3k | 29.29 | |
| Pepsi (PEP) | 0.1 | $269k | 1.9k | 143.52 | |
| Essential Properties Realty reit (EPRT) | 0.1 | $267k | 9.0k | 29.66 | |
| Rithm Capital Corp Com New (RITM) | 0.1 | $264k | 24k | 10.90 | |
| Regency Centers Corporation (REG) | 0.1 | $263k | 3.8k | 69.03 | |
| Digitalbridge Group Cl A New (DBRG) | 0.1 | $262k | 17k | 15.34 | |
| Churchill Downs (CHDN) | 0.1 | $261k | 2.3k | 113.78 | |
| Broadstone Net Lease (BNL) | 0.1 | $259k | 15k | 17.37 | |
| Union Pacific Corporation (UNP) | 0.1 | $259k | 1.1k | 231.32 | |
| Vici Pptys (VICI) | 0.1 | $259k | 9.2k | 28.12 | |
| Golar Lng SHS (GLNG) | 0.1 | $258k | 6.9k | 37.21 | |
| Cisco Systems (CSCO) | 0.1 | $258k | 3.3k | 77.03 | |
| Prudential Adr (PUK) | 0.1 | $257k | 8.2k | 31.12 | |
| Crane Holdings (CXT) | 0.1 | $257k | 5.5k | 47.07 | |
| Applied Materials (AMAT) | 0.1 | $257k | 998.00 | 256.99 | |
| Host Hotels & Resorts (HST) | 0.1 | $249k | 14k | 17.73 | |
| Mid-America Apartment (MAA) | 0.1 | $247k | 1.8k | 138.91 | |
| Sun Communities (SUI) | 0.1 | $244k | 2.0k | 123.91 | |
| AvalonBay Communities (AVB) | 0.1 | $242k | 1.3k | 181.31 | |
| Boston Properties (BXP) | 0.1 | $240k | 3.6k | 67.48 | |
| Realty Income (O) | 0.1 | $237k | 4.2k | 56.37 | |
| American Tower Reit (AMT) | 0.1 | $233k | 1.3k | 175.57 | |
| Academy Sports & Outdoor (ASO) | 0.1 | $231k | 4.6k | 49.96 | |
| Starwood Property Trust (STWD) | 0.1 | $231k | 13k | 18.01 | |
| Danaher Corporation (DHR) | 0.1 | $229k | 1.0k | 228.92 | |
| Cousins Pptys Com New (CUZ) | 0.1 | $226k | 8.8k | 25.78 | |
| Target Corporation (TGT) | 0.1 | $225k | 2.3k | 97.75 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $224k | 1.9k | 116.09 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $217k | 9.2k | 23.69 | |
| Extra Space Storage (EXR) | 0.1 | $211k | 1.6k | 130.22 | |
| Freshpet (FRPT) | 0.1 | $210k | 3.5k | 60.93 | |
| Caterpillar (CAT) | 0.1 | $206k | 359.00 | 572.87 | |
| Ge Vernova (GEV) | 0.1 | $202k | 309.00 | 653.57 | |
| United Rentals (URI) | 0.1 | $199k | 246.00 | 809.32 | |
| Udr (UDR) | 0.1 | $197k | 5.4k | 36.68 | |
| Waystar Holding Corp (WAY) | 0.1 | $194k | 5.9k | 32.75 | |
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.1 | $194k | 8.1k | 24.03 | |
| Matador Resources (MTDR) | 0.1 | $192k | 4.5k | 42.44 | |
| Solventum Corp Com Shs (SOLV) | 0.1 | $186k | 2.3k | 79.24 | |
| Eaton Corp SHS (ETN) | 0.1 | $183k | 573.00 | 318.51 | |
| Linde SHS (LIN) | 0.1 | $182k | 426.00 | 426.39 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $181k | 735.00 | 246.16 | |
| Kimco Realty Corporation (KIM) | 0.1 | $178k | 8.8k | 20.27 | |
| Public Storage (PSA) | 0.1 | $177k | 680.00 | 259.50 | |
| Essex Property Trust (ESS) | 0.1 | $171k | 655.00 | 261.68 | |
| American Homes 4 Rent Cl A (AMH) | 0.1 | $165k | 5.1k | 32.10 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $157k | 1.6k | 96.27 | |
| NVIDIA Corporation (NVDA) | 0.1 | $153k | 820.00 | 186.50 | |
| Abbvie (ABBV) | 0.1 | $153k | 668.00 | 228.49 | |
| Nextpower Class A Com (NXT) | 0.1 | $152k | 1.7k | 87.11 | |
| Sea Sponsord Ads (SE) | 0.1 | $151k | 1.2k | 127.57 | |
| Peak (DOC) | 0.1 | $145k | 9.0k | 16.08 | |
| Deere & Company (DE) | 0.1 | $144k | 310.00 | 465.57 | |
| Qualcomm (QCOM) | 0.1 | $137k | 800.00 | 171.05 | |
| Williams Companies (WMB) | 0.1 | $132k | 2.2k | 60.11 | |
| Avient Corp (AVNT) | 0.1 | $125k | 4.0k | 31.24 | |
| Clearfield (CLFD) | 0.1 | $124k | 4.3k | 29.15 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $116k | 750.00 | 154.14 | |
| Lowe's Companies (LOW) | 0.1 | $115k | 477.00 | 241.16 | |
| Quanta Services (PWR) | 0.1 | $112k | 266.00 | 422.06 | |
| Cigna Corp (CI) | 0.1 | $110k | 401.00 | 275.23 | |
| Progyny (PGNY) | 0.1 | $108k | 4.2k | 25.68 | |
| KBR (KBR) | 0.1 | $107k | 2.7k | 40.20 | |
| Sba Communications Corp Cl A (SBAC) | 0.1 | $105k | 540.00 | 193.43 | |
| Invitation Homes (INVH) | 0.1 | $100k | 3.6k | 27.79 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $96k | 1.0k | 96.03 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $94k | 1.4k | 66.00 | |
| Medtronic SHS (MDT) | 0.1 | $94k | 975.00 | 96.06 | |
| ConocoPhillips (COP) | 0.0 | $91k | 975.00 | 93.61 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $87k | 500.00 | 173.49 | |
| Consolidated Edison (ED) | 0.0 | $86k | 867.00 | 99.32 | |
| Nucor Corporation (NUE) | 0.0 | $80k | 490.00 | 163.11 | |
| Elf Beauty (ELF) | 0.0 | $80k | 1.1k | 76.04 | |
| Colgate-Palmolive Company (CL) | 0.0 | $79k | 1.0k | 79.02 | |
| Americold Rlty Tr (COLD) | 0.0 | $76k | 5.9k | 12.86 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $75k | 1.1k | 67.22 | |
| Plexus (PLXS) | 0.0 | $74k | 500.00 | 147.00 | |
| Intercontinental Exchange (ICE) | 0.0 | $73k | 450.00 | 161.96 | |
| Boston Scientific Corporation (BSX) | 0.0 | $71k | 746.00 | 95.35 | |
| Yum! Brands (YUM) | 0.0 | $70k | 463.00 | 151.28 | |
| Us Bancorp Del Com New (USB) | 0.0 | $70k | 1.3k | 53.36 | |
| Palo Alto Networks (PANW) | 0.0 | $64k | 348.00 | 184.20 | |
| Hartford Financial Services (HIG) | 0.0 | $62k | 450.00 | 137.80 | |
| General Dynamics Corporation (GD) | 0.0 | $62k | 184.00 | 336.66 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $58k | 414.00 | 139.16 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $57k | 1.0k | 57.24 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $53k | 700.00 | 75.44 | |
| Magnite Ord (MGNI) | 0.0 | $51k | 3.1k | 16.23 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $47k | 1.0k | 46.92 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $43k | 517.00 | 82.48 | |
| Atmos Energy Corporation (ATO) | 0.0 | $42k | 250.00 | 167.63 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $42k | 468.00 | 89.46 | |
| Entergy Corporation (ETR) | 0.0 | $41k | 446.00 | 92.43 | |
| Intuit (INTU) | 0.0 | $41k | 62.00 | 662.42 | |
| Analog Devices (ADI) | 0.0 | $40k | 146.00 | 271.20 | |
| Electronic Arts (EA) | 0.0 | $39k | 193.00 | 204.33 | |
| Southern Company (SO) | 0.0 | $39k | 450.00 | 87.20 | |
| Intel Corporation (INTC) | 0.0 | $37k | 1.0k | 36.90 | |
| Constellation Brands Cl A (STZ) | 0.0 | $35k | 250.00 | 137.96 | |
| SLB Com Stk (SLB) | 0.0 | $34k | 892.00 | 38.38 | |
| Air Products & Chemicals (APD) | 0.0 | $32k | 128.00 | 247.02 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $31k | 686.00 | 45.45 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $31k | 347.00 | 89.43 | |
| Hexcel Corporation (HXL) | 0.0 | $30k | 400.00 | 73.90 | |
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $29k | 383.00 | 75.77 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $28k | 300.00 | 93.89 | |
| Corning Incorporated (GLW) | 0.0 | $28k | 321.00 | 87.56 | |
| General Mills (GIS) | 0.0 | $27k | 588.00 | 46.50 | |
| TJX Companies (TJX) | 0.0 | $27k | 177.00 | 153.61 | |
| SM Energy (SM) | 0.0 | $27k | 1.4k | 18.70 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $27k | 75.00 | 357.17 | |
| Carrier Global Corporation (CARR) | 0.0 | $26k | 500.00 | 52.84 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $26k | 258.00 | 99.78 | |
| Kla Corp Com New (KLAC) | 0.0 | $26k | 21.00 | 1215.10 | |
| Crane Company Common Stock (CR) | 0.0 | $26k | 138.00 | 184.43 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $25k | 209.00 | 120.18 | |
| Pfizer (PFE) | 0.0 | $25k | 1.0k | 24.90 | |
| Micron Technology (MU) | 0.0 | $25k | 87.00 | 285.41 | |
| Tapestry (TPR) | 0.0 | $23k | 178.00 | 127.77 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $22k | 137.00 | 162.63 | |
| Advanced Micro Devices (AMD) | 0.0 | $22k | 104.00 | 214.16 | |
| Goldman Sachs (GS) | 0.0 | $22k | 25.00 | 879.00 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $22k | 250.00 | 87.35 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $22k | 38.00 | 570.87 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $20k | 125.00 | 161.63 | |
| American Water Works (AWK) | 0.0 | $20k | 150.00 | 130.50 | |
| Synopsys (SNPS) | 0.0 | $19k | 41.00 | 469.73 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $19k | 40.00 | 480.57 | |
| Ross Stores (ROST) | 0.0 | $18k | 100.00 | 180.14 | |
| Bristol Myers Squibb (BMY) | 0.0 | $18k | 330.00 | 53.94 | |
| Stryker Corporation (SYK) | 0.0 | $18k | 50.00 | 351.48 | |
| Eastman Chemical Company (EMN) | 0.0 | $17k | 268.00 | 63.83 | |
| Allstate Corporation (ALL) | 0.0 | $16k | 78.00 | 208.15 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $16k | 325.00 | 48.94 | |
| Cadence Design Systems (CDNS) | 0.0 | $15k | 48.00 | 312.58 | |
| Assurant (AIZ) | 0.0 | $15k | 60.00 | 240.85 | |
| Diamondback Energy (FANG) | 0.0 | $14k | 93.00 | 150.33 | |
| Taylor Morrison Hom (TMHC) | 0.0 | $14k | 237.00 | 58.87 | |
| AmerisourceBergen (COR) | 0.0 | $14k | 41.00 | 337.76 | |
| O'reilly Automotive (ORLY) | 0.0 | $14k | 150.00 | 91.21 | |
| Cummins (CMI) | 0.0 | $13k | 26.00 | 510.46 | |
| Biogen Idec (BIIB) | 0.0 | $13k | 75.00 | 175.99 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $13k | 15.00 | 878.93 | |
| Netflix (NFLX) | 0.0 | $13k | 140.00 | 93.76 | |
| AFLAC Incorporated (AFL) | 0.0 | $13k | 118.00 | 110.27 | |
| Popular Com New (BPOP) | 0.0 | $13k | 104.00 | 124.52 | |
| Baxter International (BAX) | 0.0 | $13k | 674.00 | 19.11 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $13k | 200.00 | 64.31 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $13k | 44.00 | 288.86 | |
| Lennar Corp Cl A (LEN) | 0.0 | $13k | 123.00 | 102.80 | |
| L3harris Technologies (LHX) | 0.0 | $13k | 43.00 | 293.58 | |
| PNC Financial Services (PNC) | 0.0 | $12k | 59.00 | 208.73 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $12k | 43.00 | 278.93 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $12k | 44.00 | 268.30 | |
| Corteva (CTVA) | 0.0 | $12k | 176.00 | 67.03 | |
| Fortive (FTV) | 0.0 | $12k | 213.00 | 55.21 | |
| Dominion Resources (D) | 0.0 | $12k | 200.00 | 58.59 | |
| Philip Morris International (PM) | 0.0 | $12k | 72.00 | 160.40 | |
| Capital One Financial (COF) | 0.0 | $11k | 46.00 | 242.37 | |
| Voya Financial (VOYA) | 0.0 | $11k | 145.00 | 74.49 | |
| Home Depot (HD) | 0.0 | $11k | 31.00 | 344.10 | |
| Kinder Morgan (KMI) | 0.0 | $11k | 384.00 | 27.49 | |
| eBay (EBAY) | 0.0 | $11k | 121.00 | 87.10 | |
| Marvell Technology (MRVL) | 0.0 | $11k | 123.00 | 84.98 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $10k | 18.00 | 570.22 | |
| At&t (T) | 0.0 | $10k | 410.00 | 24.84 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $10k | 85.00 | 119.75 | |
| Monolithic Power Systems (MPWR) | 0.0 | $10k | 11.00 | 906.36 | |
| Valero Energy Corporation (VLO) | 0.0 | $9.8k | 60.00 | 162.78 | |
| Dover Corporation (DOV) | 0.0 | $9.8k | 50.00 | 195.24 | |
| Nutanix Cl A (NTNX) | 0.0 | $9.7k | 187.00 | 51.69 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $9.5k | 21.00 | 453.38 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $9.3k | 41.00 | 227.51 | |
| KB Home (KBH) | 0.0 | $9.1k | 162.00 | 56.41 | |
| Axon Enterprise (AXON) | 0.0 | $9.1k | 16.00 | 567.94 | |
| Loews Corporation (L) | 0.0 | $9.0k | 85.00 | 105.31 | |
| First Solar (FSLR) | 0.0 | $8.9k | 34.00 | 261.24 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $8.8k | 34.00 | 258.79 | |
| Diageo Spon Adr New (DEO) | 0.0 | $8.6k | 100.00 | 86.27 | |
| Monster Beverage Corp (MNST) | 0.0 | $8.6k | 112.00 | 76.67 | |
| Topbuild (BLD) | 0.0 | $8.3k | 20.00 | 417.20 | |
| Verizon Communications (VZ) | 0.0 | $8.1k | 198.00 | 40.73 | |
| Ryder System (R) | 0.0 | $7.8k | 41.00 | 191.39 | |
| Itt (ITT) | 0.0 | $7.6k | 44.00 | 173.50 | |
| Steris Shs Usd (STE) | 0.0 | $7.6k | 30.00 | 253.53 | |
| EQT Corporation (EQT) | 0.0 | $7.6k | 141.00 | 53.60 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $7.5k | 72.00 | 103.67 | |
| Arrow Electronics (ARW) | 0.0 | $7.3k | 66.00 | 110.18 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $7.2k | 134.00 | 53.83 | |
| Best Buy (BBY) | 0.0 | $7.2k | 107.00 | 66.93 | |
| EOG Resources (EOG) | 0.0 | $7.0k | 67.00 | 105.01 | |
| Martin Marietta Materials (MLM) | 0.0 | $6.8k | 11.00 | 622.64 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $6.8k | 50.00 | 136.08 | |
| RBC Bearings Incorporated (RBC) | 0.0 | $6.7k | 15.00 | 448.40 | |
| Norfolk Southern (NSC) | 0.0 | $6.6k | 23.00 | 288.74 | |
| Regal-beloit Corporation (RRX) | 0.0 | $6.6k | 47.00 | 140.32 | |
| AeroVironment (AVAV) | 0.0 | $6.5k | 27.00 | 241.89 | |
| Patrick Industries (PATK) | 0.0 | $6.5k | 60.00 | 108.43 | |
| Timken Company (TKR) | 0.0 | $6.5k | 77.00 | 84.13 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $6.4k | 16.00 | 397.62 | |
| Globus Med Cl A (GMED) | 0.0 | $6.1k | 70.00 | 87.31 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $6.1k | 232.00 | 26.32 | |
| Evolent Health Cl A (EVH) | 0.0 | $6.0k | 1.5k | 4.00 | |
| Gap (GAP) | 0.0 | $6.0k | 233.00 | 25.60 | |
| Halliburton Company (HAL) | 0.0 | $5.6k | 197.00 | 28.26 | |
| Rigetti Computing Common Stock (RGTI) | 0.0 | $5.5k | 250.00 | 22.15 | |
| Dupont De Nemours (DD) | 0.0 | $5.4k | 135.00 | 40.20 | |
| Servicenow (NOW) | 0.0 | $5.4k | 35.00 | 153.20 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $5.2k | 30.00 | 173.53 | |
| SLM Corporation (SLM) | 0.0 | $5.1k | 190.00 | 27.06 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $5.0k | 20.00 | 250.90 | |
| Lithia Motors (LAD) | 0.0 | $5.0k | 15.00 | 332.33 | |
| Hyatt Hotels Corp Com Cl A (H) | 0.0 | $5.0k | 31.00 | 160.32 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $4.8k | 35.00 | 135.91 | |
| Crocs (CROX) | 0.0 | $4.7k | 55.00 | 85.53 | |
| Illinois Tool Works (ITW) | 0.0 | $4.7k | 19.00 | 246.32 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $4.5k | 60.00 | 75.32 | |
| Jacobs Engineering Group (J) | 0.0 | $4.2k | 32.00 | 132.47 | |
| Oneok (OKE) | 0.0 | $4.1k | 56.00 | 73.50 | |
| Kforce (KFRC) | 0.0 | $4.0k | 129.00 | 30.92 | |
| Kontoor Brands (KTB) | 0.0 | $4.0k | 65.00 | 61.09 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.0 | $4.0k | 177.00 | 22.41 | |
| Devon Energy Corporation (DVN) | 0.0 | $3.1k | 86.00 | 36.63 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $2.4k | 100.00 | 24.02 | |
| Ralliant Corp (RAL) | 0.0 | $2.2k | 44.00 | 50.91 | |
| Hp (HPQ) | 0.0 | $2.2k | 100.00 | 22.28 | |
| Quantum Biopharma Cl B Sub Vtg Shs (QNTM) | 0.0 | $1.8k | 250.00 | 7.30 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $626.000100 | 3.00 | 208.67 | |
| Amentum Holdings (AMTM) | 0.0 | $29.000000 | 1.00 | 29.00 |