Cetera Trust Company as of March 31, 2026
Portfolio Holdings for Cetera Trust Company
Cetera Trust Company holds 351 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $10M | 40k | 253.79 | |
| Lam Research Corp Com New (LRCX) | 4.4 | $7.9M | 37k | 213.66 | |
| McKesson Corporation (MCK) | 2.9 | $5.2M | 6.0k | 865.36 | |
| Wal-Mart Stores (WMT) | 2.8 | $5.0M | 40k | 124.28 | |
| Microsoft Corporation (MSFT) | 2.8 | $4.9M | 13k | 370.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $4.8M | 17k | 287.56 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $4.7M | 16k | 294.16 | |
| Amazon (AMZN) | 2.3 | $4.1M | 20k | 208.27 | |
| Broadcom (AVGO) | 2.1 | $3.8M | 12k | 309.51 | |
| Raytheon Technologies Corp (RTX) | 2.0 | $3.5M | 18k | 192.90 | |
| Amgen (AMGN) | 1.8 | $3.2M | 9.0k | 351.85 | |
| Bank of America Corporation (BAC) | 1.8 | $3.1M | 64k | 48.75 | |
| Visa Com Cl A (V) | 1.6 | $2.9M | 9.6k | 302.24 | |
| Blackrock (BLK) | 1.6 | $2.8M | 2.9k | 961.71 | |
| FedEx Corporation (FDX) | 1.5 | $2.7M | 7.6k | 356.18 | |
| General Motors Company (GM) | 1.5 | $2.7M | 36k | 74.50 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $2.6M | 27k | 93.98 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.4 | $2.5M | 29k | 84.84 | |
| Honeywell International (HON) | 1.4 | $2.4M | 11k | 226.03 | |
| Metropcs Communications (TMUS) | 1.4 | $2.4M | 12k | 210.03 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $2.4M | 8.3k | 286.86 | |
| Coca-Cola Company (KO) | 1.3 | $2.3M | 31k | 76.05 | |
| Delta Air Lines Com New (DAL) | 1.3 | $2.3M | 35k | 66.48 | |
| Thermo Fisher Scientific (TMO) | 1.3 | $2.3M | 4.6k | 491.53 | |
| Newmont Mining Corporation (NEM) | 1.2 | $2.0M | 19k | 108.25 | |
| MetLife (MET) | 1.1 | $1.9M | 27k | 70.72 | |
| Eli Lilly & Co. (LLY) | 1.1 | $1.9M | 2.1k | 919.77 | |
| salesforce (CRM) | 0.9 | $1.7M | 8.9k | 186.67 | |
| Nextera Energy (NEE) | 0.9 | $1.6M | 18k | 92.88 | |
| Wells Fargo & Company (WFC) | 0.9 | $1.6M | 20k | 79.61 | |
| Netflix (NFLX) | 0.9 | $1.5M | 16k | 96.15 | |
| 3M Company (MMM) | 0.9 | $1.5M | 10k | 145.23 | |
| Hca Holdings (HCA) | 0.8 | $1.5M | 3.2k | 473.24 | |
| Baker Hughes Company Cl A (BKR) | 0.8 | $1.5M | 24k | 61.05 | |
| Microchip Technology (MCHP) | 0.8 | $1.5M | 23k | 64.61 | |
| Walt Disney Company (DIS) | 0.8 | $1.4M | 15k | 96.38 | |
| American Intl Group Com New (AIG) | 0.8 | $1.4M | 18k | 75.25 | |
| CVS Caremark Corporation (CVS) | 0.7 | $1.3M | 18k | 71.82 | |
| Booking Holdings (BKNG) | 0.7 | $1.3M | 301.00 | 4210.32 | |
| UnitedHealth (UNH) | 0.7 | $1.2M | 4.6k | 270.59 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.7 | $1.2M | 15k | 80.58 | |
| Pulte (PHM) | 0.7 | $1.2M | 9.8k | 117.61 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $1.1M | 3.4k | 337.95 | |
| Coherent Corp (COHR) | 0.6 | $1.1M | 4.8k | 238.21 | |
| Anthem (ELV) | 0.6 | $1.1M | 3.8k | 292.75 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $1.1M | 1.7k | 650.34 | |
| ConocoPhillips (COP) | 0.6 | $1.1M | 8.2k | 132.00 | |
| Ecolab (ECL) | 0.6 | $1.0M | 3.9k | 266.02 | |
| American Express Company (AXP) | 0.6 | $986k | 3.3k | 302.48 | |
| Costco Wholesale Corporation (COST) | 0.5 | $971k | 974.00 | 996.43 | |
| Curtiss-Wright (CW) | 0.5 | $964k | 1.4k | 681.12 | |
| Allegheny Technologies Incorporated (ATI) | 0.5 | $942k | 6.5k | 145.46 | |
| MasTec (MTZ) | 0.5 | $936k | 2.9k | 321.74 | |
| Merck & Co (MRK) | 0.5 | $849k | 7.1k | 120.29 | |
| McDonald's Corporation (MCD) | 0.4 | $755k | 2.4k | 310.79 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $707k | 535.00 | 1320.83 | |
| MKS Instruments (MKSI) | 0.4 | $670k | 2.9k | 229.81 | |
| Chubb (CB) | 0.4 | $668k | 2.1k | 325.93 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $653k | 1.4k | 479.20 | |
| Morgan Stanley Com New (MS) | 0.4 | $626k | 3.8k | 164.57 | |
| Flextronics Intl Ord (FLEX) | 0.3 | $592k | 9.1k | 65.46 | |
| Ligand Pharmaceuticals Com New (LGND) | 0.3 | $575k | 2.9k | 199.65 | |
| Meta Platforms Cl A (META) | 0.3 | $562k | 983.00 | 572.13 | |
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.3 | $560k | 33k | 16.97 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $554k | 19k | 28.71 | |
| Evercore Class A (EVR) | 0.3 | $543k | 1.8k | 298.51 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $512k | 3.4k | 152.75 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.3 | $502k | 100k | 5.03 | |
| Caci Intl Cl A (CACI) | 0.3 | $487k | 895.00 | 543.87 | |
| Roper Industries (ROP) | 0.3 | $483k | 1.4k | 353.86 | |
| Bofi Holding (AX) | 0.3 | $468k | 5.5k | 85.09 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $467k | 715.00 | 653.21 | |
| Ameriprise Financial (AMP) | 0.3 | $467k | 1.1k | 444.40 | |
| Toyota Motor Corp Ads (TM) | 0.3 | $462k | 2.2k | 206.09 | |
| United Parcel Svcs CL B (UPS) | 0.3 | $459k | 4.7k | 98.38 | |
| Ing Groep Sponsored Adr (ING) | 0.3 | $454k | 17k | 26.05 | |
| SYNNEX Corporation (SNX) | 0.3 | $454k | 2.7k | 168.71 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $447k | 2.6k | 169.66 | |
| Affiliated Managers (AMG) | 0.2 | $437k | 1.6k | 276.70 | |
| GSK Sponsored Adr (GSK) | 0.2 | $433k | 7.8k | 55.19 | |
| Sap Se Spon Adr (SAP) | 0.2 | $431k | 2.5k | 171.21 | |
| Johnson & Johnson (JNJ) | 0.2 | $414k | 1.7k | 244.44 | |
| Shell Spon Ads (SHEL) | 0.2 | $411k | 4.4k | 93.00 | |
| Nxp Semiconductors N V (NXPI) | 0.2 | $405k | 2.1k | 196.86 | |
| Halozyme Therapeutics (HALO) | 0.2 | $401k | 6.2k | 64.63 | |
| Totalenergies Se Act (TTE) | 0.2 | $395k | 4.3k | 90.98 | |
| Welltower Inc Com reit (WELL) | 0.2 | $393k | 2.0k | 197.71 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $385k | 667.00 | 577.18 | |
| Chart Industries (GTLS) | 0.2 | $383k | 1.9k | 206.75 | |
| Abbott Laboratories (ABT) | 0.2 | $375k | 3.7k | 102.67 | |
| Golar Lng SHS (GLNG) | 0.2 | $375k | 6.9k | 54.11 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $373k | 18k | 20.70 | |
| Vodafone Group Sponsored Adr (VOD) | 0.2 | $366k | 24k | 15.02 | |
| Advanced Drain Sys Inc Del (WMS) | 0.2 | $357k | 2.6k | 137.13 | |
| Ge Aerospace Com New (GE) | 0.2 | $352k | 1.2k | 283.77 | |
| Albemarle Corporation (ALB) | 0.2 | $352k | 2.0k | 179.53 | |
| Ventas (VTR) | 0.2 | $351k | 4.3k | 81.78 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.2 | $350k | 13k | 27.40 | |
| Applied Materials (AMAT) | 0.2 | $341k | 998.00 | 341.79 | |
| Unilever Spon Adr New (UL) | 0.2 | $338k | 5.9k | 56.97 | |
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.2 | $336k | 4.9k | 69.37 | |
| Iron Mountain (IRM) | 0.2 | $336k | 3.3k | 102.14 | |
| Performance Food (PFGC) | 0.2 | $332k | 3.9k | 85.66 | |
| Digital Realty Trust (DLR) | 0.2 | $332k | 1.8k | 180.21 | |
| Equinix (EQIX) | 0.2 | $328k | 335.00 | 980.24 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $327k | 6.8k | 48.18 | |
| Regions Financial Corporation (RF) | 0.2 | $321k | 12k | 26.12 | |
| Neurocrine Biosciences (NBIX) | 0.2 | $320k | 2.4k | 131.74 | |
| F.N.B. Corporation (FNB) | 0.2 | $320k | 19k | 16.72 | |
| Axis Cap Hldgs SHS (AXS) | 0.2 | $319k | 3.1k | 101.41 | |
| Boyd Gaming Corporation (BYD) | 0.2 | $319k | 3.9k | 82.18 | |
| Kt Corp Sponsored Adr (KT) | 0.2 | $316k | 15k | 21.45 | |
| Procter & Gamble Company (PG) | 0.2 | $313k | 2.2k | 144.44 | |
| Prologis (PLD) | 0.2 | $311k | 2.4k | 132.18 | |
| Simon Property (SPG) | 0.2 | $311k | 1.7k | 186.53 | |
| Chevron Corporation (CVX) | 0.2 | $308k | 1.5k | 206.90 | |
| Nexstar Media Group Common Stock (NXST) | 0.2 | $300k | 1.7k | 180.83 | |
| Essential Utils (WTRG) | 0.2 | $291k | 7.2k | 40.27 | |
| Pepsi (PEP) | 0.2 | $291k | 1.9k | 155.29 | |
| Matador Resources (MTDR) | 0.2 | $286k | 4.5k | 63.18 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $284k | 666.00 | 426.40 | |
| Target Corporation (TGT) | 0.2 | $279k | 2.3k | 121.20 | |
| ICU Medical, Incorporated (ICUI) | 0.2 | $276k | 2.1k | 129.15 | |
| Union Pacific Corporation (UNP) | 0.2 | $271k | 1.1k | 242.62 | |
| Casella Waste Sys Cl A (CWST) | 0.2 | $271k | 3.4k | 79.34 | |
| Ge Vernova (GEV) | 0.2 | $270k | 309.00 | 872.90 | |
| First Industrial Realty Trust (FR) | 0.2 | $267k | 4.6k | 57.85 | |
| Jfrog Ord Shs (FROG) | 0.1 | $265k | 5.6k | 46.93 | |
| Academy Sports & Outdoor (ASO) | 0.1 | $261k | 4.6k | 56.45 | |
| Regency Centers Corporation (REG) | 0.1 | $261k | 3.5k | 75.66 | |
| Cisco Systems (CSCO) | 0.1 | $256k | 3.3k | 77.59 | |
| Caterpillar (CAT) | 0.1 | $254k | 359.00 | 708.46 | |
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $252k | 10k | 24.31 | |
| Haemonetics Corporation (HAE) | 0.1 | $251k | 4.5k | 56.36 | |
| International Business Machines (IBM) | 0.1 | $250k | 1.0k | 242.39 | |
| Axalta Coating Sys (AXTA) | 0.1 | $249k | 9.0k | 27.70 | |
| Essential Properties Realty reit (EPRT) | 0.1 | $249k | 8.2k | 30.36 | |
| Trimble Navigation (TRMB) | 0.1 | $248k | 3.8k | 65.23 | |
| Realty Income (O) | 0.1 | $247k | 4.0k | 61.18 | |
| Broadstone Net Lease (BNL) | 0.1 | $247k | 14k | 18.27 | |
| ACI Worldwide (ACIW) | 0.1 | $245k | 6.0k | 41.01 | |
| Host Hotels & Resorts (HST) | 0.1 | $243k | 13k | 19.16 | |
| Addus Homecare Corp (ADUS) | 0.1 | $242k | 2.6k | 93.65 | |
| Ameresco Cl A (AMRC) | 0.1 | $238k | 9.3k | 25.50 | |
| Extra Space Storage (EXR) | 0.1 | $236k | 1.8k | 131.13 | |
| Prudential Adr (PUK) | 0.1 | $234k | 8.2k | 28.43 | |
| Open Lending Corp (LPRO) | 0.1 | $233k | 186k | 1.25 | |
| Vici Pptys (VICI) | 0.1 | $225k | 8.3k | 27.32 | |
| Sun Communities (SUI) | 0.1 | $224k | 1.8k | 125.96 | |
| Planet Fitness Master Issuer Cl A (PLNT) | 0.1 | $221k | 3.0k | 74.38 | |
| Crane Holdings (CXT) | 0.1 | $221k | 5.5k | 40.59 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $220k | 1.9k | 118.63 | |
| Cushman And Wakefield Common Shares (CWK) | 0.1 | $220k | 18k | 12.26 | |
| Digitalbridge Group Cl A New (DBRG) | 0.1 | $218k | 14k | 15.42 | |
| American Tower Reit (AMT) | 0.1 | $213k | 1.2k | 172.58 | |
| Linde SHS (LIN) | 0.1 | $211k | 426.00 | 495.76 | |
| Nextpower Class A Com (NXT) | 0.1 | $210k | 1.7k | 120.55 | |
| Churchill Downs (CHDN) | 0.1 | $206k | 2.3k | 89.83 | |
| Rithm Capital Corp Com New (RITM) | 0.1 | $205k | 22k | 9.48 | |
| Eaton Corp SHS (ETN) | 0.1 | $205k | 573.00 | 357.67 | |
| Freshpet (FRPT) | 0.1 | $203k | 3.5k | 58.96 | |
| Weyerhaeuser Com New (WY) | 0.1 | $199k | 8.1k | 24.43 | |
| AvalonBay Communities (AVB) | 0.1 | $198k | 1.2k | 163.35 | |
| Starwood Property Trust (STWD) | 0.1 | $197k | 12k | 17.22 | |
| Mid-America Apartment (MAA) | 0.1 | $197k | 1.6k | 122.12 | |
| NVIDIA Corporation (NVDA) | 0.1 | $195k | 1.1k | 174.40 | |
| Public Storage (PSA) | 0.1 | $194k | 715.00 | 270.88 | |
| Kimco Realty Corporation (KIM) | 0.1 | $194k | 8.6k | 22.47 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $182k | 735.00 | 248.00 | |
| United Rentals (URI) | 0.1 | $179k | 246.00 | 728.56 | |
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.1 | $177k | 8.1k | 21.94 | |
| Cousins Pptys Com New (CUZ) | 0.1 | $177k | 7.8k | 22.57 | |
| Udr (UDR) | 0.1 | $176k | 5.2k | 33.78 | |
| Danaher Corporation (DHR) | 0.1 | $175k | 925.00 | 189.60 | |
| Boston Properties (BXP) | 0.1 | $175k | 3.4k | 51.90 | |
| Deere & Company (DE) | 0.1 | $175k | 310.00 | 563.30 | |
| Essex Property Trust (ESS) | 0.1 | $168k | 695.00 | 242.00 | |
| Williams Companies (WMB) | 0.1 | $160k | 2.2k | 72.78 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $159k | 1.6k | 97.23 | |
| Solventum Corp Com Shs (SOLV) | 0.1 | $153k | 2.3k | 65.30 | |
| Peak (DOC) | 0.1 | $152k | 9.3k | 16.43 | |
| Quanta Services (PWR) | 0.1 | $146k | 266.00 | 549.02 | |
| Abbvie (ABBV) | 0.1 | $145k | 668.00 | 217.49 | |
| Avient Corp (AVNT) | 0.1 | $145k | 4.0k | 36.30 | |
| Waystar Holding Corp (WAY) | 0.1 | $143k | 5.9k | 24.11 | |
| American Homes 4 Rent Cl A (AMH) | 0.1 | $142k | 5.1k | 27.92 | |
| Dollar General (DG) | 0.1 | $125k | 1.1k | 118.73 | |
| Sba Communications Corp Cl A (SBAC) | 0.1 | $123k | 715.00 | 172.11 | |
| Invitation Homes (INVH) | 0.1 | $120k | 4.8k | 24.85 | |
| Lowe's Companies (LOW) | 0.1 | $113k | 477.00 | 236.28 | |
| Cigna Corp (CI) | 0.1 | $107k | 401.00 | 266.75 | |
| Qualcomm (QCOM) | 0.1 | $103k | 800.00 | 128.78 | |
| Plexus (PLXS) | 0.1 | $101k | 500.00 | 202.54 | |
| Clearfield (CLFD) | 0.1 | $99k | 3.8k | 26.47 | |
| Consolidated Edison (ED) | 0.1 | $98k | 867.00 | 113.18 | |
| Sea Sponsord Ads (SE) | 0.1 | $98k | 1.2k | 82.81 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $97k | 1.0k | 97.13 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $96k | 1.4k | 67.53 | |
| Americold Rlty Tr (COLD) | 0.1 | $95k | 8.3k | 11.46 | |
| KBR (KBR) | 0.1 | $93k | 2.5k | 36.86 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $87k | 450.00 | 194.14 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $86k | 750.00 | 114.99 | |
| Colgate-Palmolive Company (CL) | 0.0 | $85k | 1.0k | 85.23 | |
| Medtronic SHS (MDT) | 0.0 | $85k | 975.00 | 86.65 | |
| Nucor Corporation (NUE) | 0.0 | $83k | 490.00 | 169.10 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $78k | 1.7k | 46.42 | |
| Yum! Brands (YUM) | 0.0 | $72k | 463.00 | 155.48 | |
| Progyny (PGNY) | 0.0 | $72k | 4.2k | 16.98 | |
| Intercontinental Exchange (ICE) | 0.0 | $71k | 450.00 | 157.28 | |
| Us Bancorp Com New (USB) | 0.0 | $68k | 1.3k | 52.01 | |
| Elf Beauty (ELF) | 0.0 | $64k | 1.1k | 60.61 | |
| General Dynamics Corporation (GD) | 0.0 | $63k | 184.00 | 343.22 | |
| Hartford Financial Services (HIG) | 0.0 | $61k | 450.00 | 135.23 | |
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $60k | 414.00 | 145.94 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $57k | 1.0k | 56.68 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $56k | 800.00 | 69.75 | |
| Palo Alto Networks (PANW) | 0.0 | $56k | 348.00 | 160.32 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $54k | 700.00 | 77.11 | |
| Entergy Corporation (ETR) | 0.0 | $50k | 446.00 | 112.36 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $48k | 1.0k | 47.53 | |
| Boston Scientific Corporation (BSX) | 0.0 | $47k | 746.00 | 62.75 | |
| Analog Devices (ADI) | 0.0 | $46k | 146.00 | 318.14 | |
| Atmos Energy Corporation (ATO) | 0.0 | $46k | 250.00 | 184.72 | |
| SLB Com Stk (SLB) | 0.0 | $46k | 892.00 | 51.39 | |
| SM Energy (SM) | 0.0 | $45k | 1.4k | 31.18 | |
| Intel Corporation (INTC) | 0.0 | $44k | 1.0k | 44.13 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $44k | 300.00 | 146.28 | |
| Corning Incorporated (GLW) | 0.0 | $44k | 321.00 | 135.97 | |
| Southern Company (SO) | 0.0 | $43k | 450.00 | 96.52 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $43k | 517.00 | 83.57 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $42k | 468.00 | 90.53 | |
| Constellation Brands Cl A (STZ) | 0.0 | $38k | 250.00 | 150.00 | |
| Air Products & Chemicals (APD) | 0.0 | $37k | 128.00 | 290.49 | |
| Magnite Ord (MGNI) | 0.0 | $37k | 3.1k | 11.88 | |
| Electronic Arts (EA) | 0.0 | $36k | 175.00 | 203.87 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $34k | 137.00 | 244.18 | |
| Hexcel Corporation (HXL) | 0.0 | $32k | 400.00 | 80.93 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $32k | 686.00 | 46.23 | |
| Kla Corp Com New (KLAC) | 0.0 | $31k | 21.00 | 1472.43 | |
| Micron Technology (MU) | 0.0 | $29k | 87.00 | 337.84 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $28k | 300.00 | 94.56 | |
| TJX Companies (TJX) | 0.0 | $28k | 177.00 | 159.70 | |
| Pfizer (PFE) | 0.0 | $28k | 1.0k | 28.08 | |
| Intuit (INTU) | 0.0 | $27k | 62.00 | 432.39 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $26k | 209.00 | 124.31 | |
| Tapestry (TPR) | 0.0 | $25k | 178.00 | 141.11 | |
| Crane Company Common Stock (CR) | 0.0 | $24k | 138.00 | 171.00 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $23k | 258.00 | 88.42 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $23k | 75.00 | 300.83 | |
| General Mills (GIS) | 0.0 | $22k | 588.00 | 37.22 | |
| Ross Stores (ROST) | 0.0 | $22k | 100.00 | 216.63 | |
| Advanced Micro Devices (AMD) | 0.0 | $21k | 104.00 | 203.43 | |
| Goldman Sachs (GS) | 0.0 | $21k | 25.00 | 846.00 | |
| American Water Works (AWK) | 0.0 | $20k | 150.00 | 136.09 | |
| Bristol Myers Squibb (BMY) | 0.0 | $20k | 330.00 | 60.65 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $19k | 250.00 | 76.16 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $19k | 38.00 | 499.66 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $19k | 40.00 | 463.20 | |
| Diamondback Energy (FANG) | 0.0 | $18k | 93.00 | 197.78 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $18k | 200.00 | 87.84 | |
| Carrier Global Corporation (CARR) | 0.0 | $17k | 300.00 | 56.31 | |
| Stryker Corporation (SYK) | 0.0 | $16k | 50.00 | 328.60 | |
| Synopsys (SNPS) | 0.0 | $16k | 41.00 | 396.49 | |
| Allstate Corporation (ALL) | 0.0 | $16k | 78.00 | 207.35 | |
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $16k | 200.00 | 80.61 | |
| L3harris Technologies (LHX) | 0.0 | $15k | 43.00 | 345.14 | |
| Valero Energy Corporation (VLO) | 0.0 | $15k | 60.00 | 247.08 | |
| Corteva (CTVA) | 0.0 | $15k | 176.00 | 83.71 | |
| Cummins (CMI) | 0.0 | $14k | 26.00 | 538.04 | |
| Popular Com New (BPOP) | 0.0 | $14k | 104.00 | 134.17 | |
| O'reilly Automotive (ORLY) | 0.0 | $14k | 150.00 | 92.31 | |
| Taylor Morrison Hom (TMHC) | 0.0 | $14k | 237.00 | 58.24 | |
| Biogen Idec (BIIB) | 0.0 | $14k | 75.00 | 183.33 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $14k | 125.00 | 109.10 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $13k | 15.00 | 895.27 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $13k | 200.00 | 67.07 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $13k | 44.00 | 303.91 | |
| Cadence Design Systems (CDNS) | 0.0 | $13k | 48.00 | 277.88 | |
| Assurant (AIZ) | 0.0 | $13k | 60.00 | 217.82 | |
| AFLAC Incorporated (AFL) | 0.0 | $13k | 118.00 | 109.71 | |
| AmerisourceBergen (COR) | 0.0 | $13k | 41.00 | 314.15 | |
| Kinder Morgan (KMI) | 0.0 | $13k | 384.00 | 33.53 | |
| Dominion Resources (D) | 0.0 | $12k | 200.00 | 61.82 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $12k | 18.00 | 682.22 | |
| PNC Financial Services (PNC) | 0.0 | $12k | 59.00 | 208.08 | |
| Marvell Technology (MRVL) | 0.0 | $12k | 123.00 | 99.05 | |
| Monolithic Power Systems (MPWR) | 0.0 | $12k | 11.00 | 1093.36 | |
| Philip Morris International (PM) | 0.0 | $12k | 72.00 | 165.33 | |
| At&t (T) | 0.0 | $12k | 410.00 | 28.99 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $12k | 43.00 | 275.19 | |
| Fortive (FTV) | 0.0 | $12k | 213.00 | 55.28 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $12k | 150.00 | 77.08 | |
| Baxter International (BAX) | 0.0 | $11k | 674.00 | 16.80 | |
| Johnson Controls Internation SHS (JCI) | 0.0 | $11k | 85.00 | 130.95 | |
| Lennar Corp Cl A (LEN) | 0.0 | $11k | 123.00 | 86.84 | |
| Dover Corporation (DOV) | 0.0 | $10k | 50.00 | 208.46 | |
| Home Depot (HD) | 0.0 | $10k | 31.00 | 328.90 | |
| Verizon Communications (VZ) | 0.0 | $9.9k | 198.00 | 50.20 | |
| Voya Financial (VOYA) | 0.0 | $9.9k | 145.00 | 68.32 | |
| EOG Resources (EOG) | 0.0 | $9.7k | 67.00 | 144.57 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $9.4k | 21.00 | 446.52 | |
| Loews Corporation (L) | 0.0 | $9.1k | 85.00 | 106.74 | |
| EQT Corporation (EQT) | 0.0 | $9.0k | 141.00 | 63.64 | |
| Regal-beloit Corporation (RRX) | 0.0 | $8.8k | 47.00 | 187.26 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $8.7k | 44.00 | 198.30 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $8.6k | 41.00 | 209.02 | |
| Ryder System (R) | 0.0 | $8.4k | 41.00 | 204.71 | |
| Capital One Financial (COF) | 0.0 | $8.4k | 46.00 | 182.43 | |
| Itt (ITT) | 0.0 | $8.4k | 44.00 | 190.52 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $8.2k | 232.00 | 35.14 | |
| RBC Bearings Incorporated (RBC) | 0.0 | $8.1k | 15.00 | 543.13 | |
| Timken Company (TKR) | 0.0 | $7.7k | 77.00 | 100.57 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $7.7k | 134.00 | 57.64 | |
| Halliburton Company (HAL) | 0.0 | $7.7k | 197.00 | 38.99 | |
| Diageo Spon Adr New (DEO) | 0.0 | $7.4k | 100.00 | 74.45 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $7.4k | 34.00 | 216.59 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $7.2k | 72.00 | 100.08 | |
| Nutanix Cl A (NTNX) | 0.0 | $7.1k | 187.00 | 38.01 | |
| Topbuild (BLD) | 0.0 | $7.0k | 20.00 | 351.30 | |
| Best Buy (BBY) | 0.0 | $6.9k | 107.00 | 64.20 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $6.8k | 35.00 | 194.54 | |
| Axon Enterprise (AXON) | 0.0 | $6.8k | 16.00 | 424.69 | |
| First Solar (FSLR) | 0.0 | $6.7k | 34.00 | 197.26 | |
| Patrick Industries (PATK) | 0.0 | $6.7k | 60.00 | 111.07 | |
| Steris Shs Usd (STE) | 0.0 | $6.6k | 30.00 | 221.13 | |
| Norfolk Southern (NSC) | 0.0 | $6.6k | 23.00 | 287.00 | |
| Martin Marietta Materials (MLM) | 0.0 | $6.5k | 11.00 | 588.64 | |
| Dupont De Nemours (DD) | 0.0 | $6.2k | 135.00 | 45.80 | |
| Globus Med Cl A (GMED) | 0.0 | $6.0k | 70.00 | 86.16 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $5.9k | 30.00 | 195.97 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $5.7k | 50.00 | 113.98 | |
| Gap (GAP) | 0.0 | $5.6k | 233.00 | 24.20 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $5.3k | 20.00 | 266.80 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $5.3k | 16.00 | 330.88 | |
| AeroVironment (AVAV) | 0.0 | $4.9k | 27.00 | 183.04 | |
| Crocs (CROX) | 0.0 | $4.6k | 55.00 | 83.02 | |
| Hyatt Hotels Corp Com Cl A (H) | 0.0 | $4.5k | 31.00 | 143.77 | |
| Jacobs Engineering Group (J) | 0.0 | $4.1k | 32.00 | 127.28 | |
| SLM Corporation (SLM) | 0.0 | $4.1k | 190.00 | 21.41 | |
| Lithia Motors (LAD) | 0.0 | $3.7k | 15.00 | 249.73 | |
| Servicenow (NOW) | 0.0 | $3.7k | 35.00 | 104.54 | |
| Rigetti Computing Common Stock (RGTI) | 0.0 | $3.5k | 250.00 | 14.04 | |
| Evolent Health Cl A (EVH) | 0.0 | $3.4k | 1.5k | 2.28 | |
| Eastman Chemical Company (EMN) | 0.0 | $3.3k | 43.00 | 76.33 | |
| Qnity Electronics Common Stock (Q) | 0.0 | $2.4k | 21.00 | 115.38 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $2.4k | 100.00 | 23.81 | |
| Hp (HPQ) | 0.0 | $1.9k | 100.00 | 19.21 | |
| Ralliant Corp (RAL) | 0.0 | $1.8k | 44.00 | 41.59 | |
| Quantum Biopharma Cl B Sub Vtg Shs (QNTM) | 0.0 | $1.2k | 250.00 | 4.83 | |
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $733.000800 | 49.00 | 14.96 | |
| Charter Communications Cl A (CHTR) | 0.0 | $648.000000 | 3.00 | 216.00 |