Claro Advisors

Claro Advisors as of March 31, 2025

Portfolio Holdings for Claro Advisors

Claro Advisors holds 510 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Klaviyo Com Ser A (KVYO) 6.7 $50M 1.6M 30.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.0 $30M 58k 513.91
Apple (AAPL) 3.7 $28M 126k 222.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.4 $25M 45k 559.39
Ishares Tr Rus 1000 Grw Etf (IWF) 2.9 $22M 61k 361.09
Microsoft Corporation (MSFT) 2.7 $20M 54k 375.39
Ishares Tr Rus 1000 Val Etf (IWD) 2.2 $16M 86k 188.16
Amazon (AMZN) 1.9 $14M 76k 190.26
Ishares Tr Core Total Usd (IUSB) 1.8 $14M 298k 46.08
NVIDIA Corporation (NVDA) 1.8 $14M 125k 108.38
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.8 $13M 79k 170.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $12M 26k 468.93
JPMorgan Chase & Co. (JPM) 1.4 $11M 43k 245.30
Meta Platforms Cl A (META) 1.3 $10M 17k 576.36
Ishares Tr Core S&p500 Etf (IVV) 1.3 $9.7M 17k 561.90
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.2 $9.1M 186k 48.76
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $8.3M 332k 25.04
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.9 $6.8M 105k 65.17
Broadcom (AVGO) 0.9 $6.7M 40k 167.43
Procter & Gamble Company (PG) 0.8 $5.7M 34k 170.42
Alphabet Cap Stk Cl A (GOOGL) 0.7 $5.4M 35k 154.64
UnitedHealth (UNH) 0.7 $5.3M 10k 523.74
Exxon Mobil Corporation (XOM) 0.7 $5.1M 43k 118.93
Alphabet Cap Stk Cl C (GOOG) 0.7 $5.0M 32k 156.23
Abbvie (ABBV) 0.6 $4.7M 23k 209.52
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $4.7M 17k 274.84
Home Depot (HD) 0.6 $4.5M 12k 366.48
Vanguard Index Fds Small Cp Etf (VB) 0.6 $4.4M 20k 221.75
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.6 $4.3M 74k 58.54
Tesla Motors (TSLA) 0.6 $4.3M 17k 259.15
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.6 $4.3M 27k 161.27
McDonald's Corporation (MCD) 0.6 $4.2M 14k 312.36
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.6 $4.2M 77k 54.86
Johnson & Johnson (JNJ) 0.5 $4.0M 24k 165.84
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $3.8M 66k 57.14
Wal-Mart Stores (WMT) 0.5 $3.7M 42k 87.79
Ishares Msci Emrg Chn (EMXC) 0.5 $3.5M 64k 55.09
Netflix (NFLX) 0.5 $3.5M 3.8k 932.55
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $3.5M 35k 100.00
Ishares Tr Eafe Value Etf (EFV) 0.5 $3.5M 59k 58.94
Visa Com Cl A (V) 0.5 $3.4M 9.7k 350.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $3.2M 6.0k 532.58
Ishares Tr Core Msci Eafe (IEFA) 0.4 $3.2M 42k 75.65
Accenture Plc Ireland Shs Class A (ACN) 0.4 $3.1M 10k 312.05
Eli Lilly & Co. (LLY) 0.4 $3.1M 3.7k 825.84
Pepsi (PEP) 0.4 $3.1M 21k 149.94
Honeywell International (HON) 0.4 $3.0M 14k 211.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $3.0M 51k 58.35
Select Sector Spdr Tr Financial (XLF) 0.4 $2.9M 59k 49.81
TJX Companies (TJX) 0.4 $2.8M 23k 121.80
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.4 $2.7M 59k 46.31
Costco Wholesale Corporation (COST) 0.3 $2.6M 2.7k 945.71
First Tr Value Line Divid In SHS (FVD) 0.3 $2.5M 57k 44.59
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.3 $2.5M 56k 44.88
Vanguard World Mega Cap Index (MGC) 0.3 $2.5M 13k 201.39
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.5M 20k 122.01
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.3 $2.4M 117k 20.68
Cisco Systems (CSCO) 0.3 $2.4M 39k 61.71
Oracle Corporation (ORCL) 0.3 $2.4M 17k 139.81
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $2.2M 33k 68.01
Chubb (CB) 0.3 $2.2M 7.4k 301.98
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $2.2M 21k 103.75
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $2.2M 42k 52.38
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.1M 11k 199.48
Mastercard Incorporated Cl A (MA) 0.3 $2.1M 3.8k 548.13
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $2.0M 10k 202.12
Southern Company (SO) 0.3 $2.0M 22k 91.95
Bank of America Corporation (BAC) 0.3 $1.9M 46k 41.73
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $1.9M 16k 117.49
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $1.9M 19k 100.67
Toronto Dominion Bk Ont Com New (TD) 0.3 $1.9M 32k 59.94
Kla Corp Com New (KLAC) 0.2 $1.8M 2.7k 679.84
Palo Alto Networks (PANW) 0.2 $1.8M 10k 170.64
Coca-Cola Company (KO) 0.2 $1.8M 25k 71.62
Blackrock (BLK) 0.2 $1.7M 1.8k 946.59
Walt Disney Company (DIS) 0.2 $1.7M 17k 98.70
Verizon Communications (VZ) 0.2 $1.7M 38k 45.36
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $1.7M 8.0k 211.46
Ishares Gold Tr Ishares New (IAU) 0.2 $1.7M 29k 58.96
Travelers Companies (TRV) 0.2 $1.7M 6.3k 264.46
Ishares Tr Mbs Etf (MBB) 0.2 $1.7M 18k 93.78
Ishares Core Msci Emkt (IEMG) 0.2 $1.7M 31k 53.97
Colgate-Palmolive Company (CL) 0.2 $1.7M 18k 93.70
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.2 $1.6M 45k 36.49
McKesson Corporation (MCK) 0.2 $1.6M 2.4k 673.04
Lockheed Martin Corporation (LMT) 0.2 $1.6M 3.6k 446.68
Chevron Corporation (CVX) 0.2 $1.6M 9.7k 167.30
Ishares Tr Core Msci Euro (IEUR) 0.2 $1.6M 26k 60.15
Eaton Corp SHS (ETN) 0.2 $1.6M 5.8k 271.84
Pacer Fds Tr Us Small Cap Cas (CALF) 0.2 $1.6M 42k 37.50
Yum! Brands (YUM) 0.2 $1.5M 9.7k 157.36
Duke Energy Corp Com New (DUK) 0.2 $1.5M 13k 121.97
Ishares Tr National Mun Etf (MUB) 0.2 $1.5M 14k 105.44
salesforce (CRM) 0.2 $1.5M 5.5k 268.37
Novo-nordisk A S Adr (NVO) 0.2 $1.5M 21k 69.44
Pfizer (PFE) 0.2 $1.5M 58k 25.34
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $1.4M 2.9k 484.82
Iron Mountain (IRM) 0.2 $1.4M 17k 86.04
Emerson Electric (EMR) 0.2 $1.4M 13k 109.64
Select Sector Spdr Tr Technology (XLK) 0.2 $1.4M 6.7k 206.49
Bristol Myers Squibb (BMY) 0.2 $1.4M 23k 60.99
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.4M 15k 93.66
Qualcomm (QCOM) 0.2 $1.4M 8.8k 153.62
Starbucks Corporation (SBUX) 0.2 $1.3M 14k 98.09
Merck & Co (MRK) 0.2 $1.3M 15k 89.76
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.2 $1.3M 28k 47.89
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.3M 13k 104.57
Raytheon Technologies Corp (RTX) 0.2 $1.3M 10k 132.46
American Electric Power Company (AEP) 0.2 $1.3M 12k 109.27
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.3M 12k 108.69
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.2 $1.3M 44k 29.77
Amgen (AMGN) 0.2 $1.3M 4.1k 311.54
Abbott Laboratories (ABT) 0.2 $1.3M 9.6k 132.65
Paychex (PAYX) 0.2 $1.3M 8.2k 154.27
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $1.3M 11k 119.73
Ishares Tr S&p 100 Etf (OEF) 0.2 $1.3M 4.7k 270.83
At&t (T) 0.2 $1.3M 44k 28.28
International Business Machines (IBM) 0.2 $1.2M 5.0k 248.68
Gilead Sciences (GILD) 0.2 $1.2M 11k 112.05
Medtronic SHS (MDT) 0.2 $1.2M 13k 89.86
Wells Fargo & Company (WFC) 0.2 $1.2M 17k 71.79
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.2M 4.6k 257.03
Stryker Corporation (SYK) 0.2 $1.2M 3.2k 372.24
Rocket Lab Usa 0.2 $1.2M 65k 17.88
Northrop Grumman Corporation (NOC) 0.2 $1.2M 2.3k 512.05
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.2 $1.2M 23k 49.63
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.1M 7.9k 146.01
Microstrategy Cl A New (MSTR) 0.2 $1.1M 4.0k 288.25
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.1M 18k 61.78
Bitwise Ethereum Etf SHS (ETHW) 0.1 $1.1M 83k 13.12
Philip Morris International (PM) 0.1 $1.1M 6.9k 158.73
MetLife (MET) 0.1 $1.1M 14k 80.29
Linde SHS (LIN) 0.1 $1.1M 2.3k 465.70
Analog Devices (ADI) 0.1 $1.1M 5.3k 201.65
Servicenow (NOW) 0.1 $1.1M 1.3k 796.14
Palantir Technologies Cl A (PLTR) 0.1 $1.1M 13k 84.40
Select Sector Spdr Tr Energy (XLE) 0.1 $1.1M 11k 93.45
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $1.0M 5.2k 197.48
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.1 $1.0M 104k 9.96
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $1.0M 22k 46.02
Comcast Corp Cl A (CMCSA) 0.1 $1.0M 28k 36.90
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.1 $1.0M 33k 31.39
S&p Global (SPGI) 0.1 $1.0M 2.0k 508.00
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.0M 2.7k 370.88
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 0.1 $1.0M 29k 34.82
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $981k 42k 23.43
Ge Aerospace Com New (GE) 0.1 $977k 4.9k 200.14
General Dynamics Corporation (GD) 0.1 $974k 3.6k 272.56
Spdr Gold Tr Gold Shs (GLD) 0.1 $970k 3.4k 288.18
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $964k 11k 91.03
Ishares Tr Core High Dv Etf (HDV) 0.1 $963k 8.0k 121.13
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $962k 18k 54.76
Enterprise Products Partners (EPD) 0.1 $960k 28k 34.14
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $956k 10k 92.83
Nike CL B (NKE) 0.1 $954k 15k 63.48
Gitlab Class A Com (GTLB) 0.1 $945k 20k 47.00
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $934k 32k 29.69
Uber Technologies (UBER) 0.1 $932k 13k 72.86
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.1 $930k 23k 40.90
Boeing Company (BA) 0.1 $921k 5.4k 170.54
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $903k 18k 49.62
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.1 $897k 36k 24.95
Hanover Insurance (THG) 0.1 $871k 5.0k 173.94
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $866k 28k 31.38
Ecolab (ECL) 0.1 $860k 3.4k 253.55
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $858k 12k 73.45
Booking Holdings (BKNG) 0.1 $857k 186.00 4607.28
Snap-on Incorporated (SNA) 0.1 $853k 2.5k 337.01
Mondelez Intl Cl A (MDLZ) 0.1 $852k 13k 67.85
Waste Management (WM) 0.1 $842k 3.6k 231.49
Select Sector Spdr Tr Indl (XLI) 0.1 $827k 6.3k 131.07
Alcoa (AA) 0.1 $819k 27k 30.50
Sherwin-Williams Company (SHW) 0.1 $817k 2.3k 349.15
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $817k 8.4k 97.48
Blackstone Group Inc Com Cl A (BX) 0.1 $795k 5.7k 139.78
Cme (CME) 0.1 $793k 3.0k 265.25
Neuberger Berman Next Genera Common Stock (NBXG) 0.1 $791k 65k 12.25
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.1 $774k 7.2k 107.88
Wec Energy Group (WEC) 0.1 $767k 7.0k 108.98
Progressive Corporation (PGR) 0.1 $750k 2.7k 282.98
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $749k 4.3k 173.21
EOG Resources (EOG) 0.1 $737k 5.8k 128.25
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $730k 8.4k 87.17
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $728k 16k 46.81
Clorox Company (CLX) 0.1 $723k 4.9k 147.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $722k 14k 50.83
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $721k 4.3k 165.99
Illinois Tool Works (ITW) 0.1 $721k 2.9k 248.04
Brown & Brown (BRO) 0.1 $721k 5.8k 124.41
Tapestry (TPR) 0.1 $718k 10k 70.41
Crowdstrike Hldgs Cl A (CRWD) 0.1 $716k 2.0k 352.58
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $715k 36k 20.00
Air Products & Chemicals (APD) 0.1 $714k 2.4k 294.94
Applied Materials (AMAT) 0.1 $712k 4.9k 145.13
Morgan Stanley Com New (MS) 0.1 $712k 6.1k 116.66
Oneok (OKE) 0.1 $709k 7.1k 99.22
Arista Networks Com Shs (ANET) 0.1 $706k 9.1k 77.48
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $701k 19k 37.49
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.1 $699k 14k 50.65
Fortinet (FTNT) 0.1 $699k 7.3k 96.26
W.R. Berkley Corporation (WRB) 0.1 $697k 9.8k 71.16
Northern Trust Corporation (NTRS) 0.1 $694k 7.0k 98.65
American Express Company (AXP) 0.1 $694k 2.6k 269.01
Innovator Etfs Trust Nasdaq 100 Mana (QFLR) 0.1 $689k 26k 27.01
Essex Property Trust (ESS) 0.1 $689k 2.2k 306.51
ResMed (RMD) 0.1 $682k 3.0k 223.83
Amphenol Corp Cl A (APH) 0.1 $673k 10k 65.59
Advanced Micro Devices (AMD) 0.1 $665k 6.5k 102.74
Masco Corporation (MAS) 0.1 $665k 9.6k 69.54
General Motors Company (GM) 0.1 $656k 14k 47.03
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $653k 30k 22.08
American Water Works (AWK) 0.1 $652k 4.4k 147.51
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $648k 13k 50.85
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $646k 16k 40.70
Schwab Strategic Tr Long Term Us (SCHQ) 0.1 $646k 20k 32.76
Sempra Energy (SRE) 0.1 $635k 8.9k 71.36
Anthem (ELV) 0.1 $635k 1.5k 434.88
ConocoPhillips (COP) 0.1 $635k 6.0k 105.02
Becton, Dickinson and (BDX) 0.1 $631k 2.8k 229.02
Expeditors International of Washington (EXPD) 0.1 $631k 5.2k 120.25
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $614k 32k 19.48
Metropcs Communications (TMUS) 0.1 $610k 2.3k 266.74
Trane Technologies SHS (TT) 0.1 $609k 1.8k 336.89
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $603k 52k 11.52
Draftkings Com Cl A (DKNG) 0.1 $599k 18k 33.21
Shopify Cl A (SHOP) 0.1 $598k 6.3k 95.48
American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $597k 12k 48.40
Citigroup Com New (C) 0.1 $595k 8.4k 70.99
Intuitive Surgical Com New (ISRG) 0.1 $590k 1.2k 495.27
Zoetis Cl A (ZTS) 0.1 $588k 3.6k 164.66
Automatic Data Processing (ADP) 0.1 $587k 1.9k 305.57
Ufp Industries (UFPI) 0.1 $586k 5.5k 107.04
Eversource Energy (ES) 0.1 $581k 9.4k 62.11
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $580k 29k 19.78
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $579k 1.4k 420.02
Ishares Msci Gbl Gold Mn (RING) 0.1 $561k 15k 38.36
Donaldson Company (DCI) 0.1 $559k 8.3k 67.06
CVS Caremark Corporation (CVS) 0.1 $558k 8.2k 67.75
MasTec (MTZ) 0.1 $544k 4.7k 116.71
New Jersey Resources Corporation (NJR) 0.1 $543k 11k 49.06
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $539k 6.8k 79.86
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $535k 12k 45.07
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR) 0.1 $535k 22k 23.97
Gra (GGG) 0.1 $534k 6.4k 83.51
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $534k 8.6k 62.10
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $533k 2.8k 190.55
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $533k 6.8k 78.85
Altria (MO) 0.1 $530k 8.8k 60.02
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.1 $525k 64k 8.25
Grupo Financiero Galicia Sponsored Adr (GGAL) 0.1 $525k 9.6k 54.47
Autodesk (ADSK) 0.1 $524k 2.0k 261.80
Capital Group New Geography SHS (CGNG) 0.1 $522k 21k 25.16
Lazard Ltd Shs -a - (LAZ) 0.1 $518k 12k 43.30
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $517k 1.4k 366.54
Select Sector Spdr Tr Communication (XLC) 0.1 $516k 5.3k 96.44
Ishares Msci Jpn Etf New (EWJ) 0.1 $516k 7.5k 68.56
Embraer Sponsored Ads (EMBJ) 0.1 $511k 11k 46.20
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $511k 14k 37.73
Victory Portfolios Ii Shares Free Cash (VFLO) 0.1 $511k 15k 34.28
Thermo Fisher Scientific (TMO) 0.1 $508k 1.0k 497.42
Ishares Tr Rus 1000 Etf (IWB) 0.1 $507k 1.7k 306.72
Ea Series Trust Bridgeway Blue (BBLU) 0.1 $505k 40k 12.77
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $504k 12k 40.76
Lowe's Companies (LOW) 0.1 $503k 2.2k 233.20
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $502k 5.1k 98.92
Hershey Company (HSY) 0.1 $500k 2.9k 171.01
Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $500k 16k 31.69
Verona Pharma Sponsored Ads (VRNA) 0.1 $500k 7.9k 63.49
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $492k 1.9k 258.65
Paypal Holdings (PYPL) 0.1 $489k 7.5k 65.25
Valero Energy Corporation (VLO) 0.1 $486k 3.7k 132.07
United Parcel Service CL B (UPS) 0.1 $484k 4.4k 110.00
Federated Hermes Etf Trust Us Strategic Div (FDV) 0.1 $481k 17k 28.16
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $479k 7.9k 60.66
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) 0.1 $477k 13k 37.40
Qxo Com New (QXO) 0.1 $477k 35k 13.54
Barclays Adr (BCS) 0.1 $474k 31k 15.36
American Tower Reit (AMT) 0.1 $470k 2.2k 217.58
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $470k 35k 13.62
Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $470k 6.5k 72.39
Cigna Corp (CI) 0.1 $470k 1.4k 328.99
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $469k 8.5k 55.45
Adobe Systems Incorporated (ADBE) 0.1 $463k 1.2k 383.66
Applovin Corp Com Cl A (APP) 0.1 $461k 1.7k 264.97
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $460k 9.7k 47.53
3M Company (MMM) 0.1 $459k 3.1k 146.84
Calamos Etf Tr S&p 500 Structu (CPSD) 0.1 $458k 19k 23.90
Caterpillar (CAT) 0.1 $453k 1.4k 329.90
Federated Hermes Etf Trust Hermes Total Ret (FTRB) 0.1 $451k 18k 25.05
Qifu Technology American Dep (QFIN) 0.1 $450k 10k 44.91
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.1 $446k 13k 35.04
Delta Air Lines Inc Del Com New (DAL) 0.1 $446k 10k 43.60
Union Pacific Corporation (UNP) 0.1 $444k 1.9k 236.25
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $439k 32k 13.63
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.1 $438k 9.6k 45.51
Fiserv (FI) 0.1 $437k 2.0k 220.83
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $435k 4.7k 91.72
Banco Macro Sa Spon Adr B (BMA) 0.1 $434k 5.7k 75.51
Snowflake Cl A (SNOW) 0.1 $432k 3.0k 146.16
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $429k 4.7k 90.53
Rockwell Automation (ROK) 0.1 $428k 1.7k 258.40
Ge Vernova (GEV) 0.1 $426k 1.4k 305.30
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $423k 5.1k 82.18
T. Rowe Price (TROW) 0.1 $423k 4.6k 91.87
American Intl Group Com New (AIG) 0.1 $423k 4.9k 86.94
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $421k 4.6k 92.30
Harmony Gold Mining Sponsored Adr (HMY) 0.1 $421k 29k 14.77
Texas Instruments Incorporated (TXN) 0.1 $420k 2.3k 179.71
Marathon Petroleum Corp (MPC) 0.1 $416k 2.9k 145.71
Parker-Hannifin Corporation (PH) 0.1 $413k 679.00 608.10
Vertiv Holdings Com Cl A (VRT) 0.1 $413k 5.7k 72.21
Pampa Energia S A Spons Adr Lvl I (PAM) 0.1 $411k 5.3k 77.20
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $409k 8.0k 51.18
Marsh & McLennan Companies 0.1 $407k 1.7k 243.99
Calamos Etf Tr Nasdaq 100 Stru (CPNQ) 0.1 $405k 17k 24.40
Atlassian Corporation Cl A (TEAM) 0.1 $404k 1.9k 212.21
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $402k 1.8k 222.09
Goldman Sachs (GS) 0.1 $396k 725.00 546.21
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $395k 8.0k 49.16
Biogen Idec (BIIB) 0.1 $394k 2.9k 136.84
Regeneron Pharmaceuticals (REGN) 0.1 $394k 620.00 634.62
Verisign (VRSN) 0.1 $393k 1.5k 253.87
Nextera Energy (NEE) 0.1 $391k 5.5k 70.89
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $388k 8.0k 48.84
Howmet Aerospace (HWM) 0.1 $388k 3.0k 129.73
Yum China Holdings (YUMC) 0.1 $387k 7.4k 52.06
Airbnb Com Cl A (ABNB) 0.1 $387k 3.2k 119.46
Toro Company (TTC) 0.1 $386k 5.3k 72.75
Sap Se Spon Adr (SAP) 0.1 $384k 1.4k 268.44
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $382k 2.0k 194.01
Charles Schwab Corporation (SCHW) 0.1 $381k 4.9k 78.28
Nordson Corporation (NDSN) 0.1 $381k 1.9k 201.68
Xcel Energy (XEL) 0.1 $377k 5.3k 70.79
Ishares Tr High Yld Systm B (HYDB) 0.0 $373k 7.9k 47.09
Royal Caribbean Cruises (RCL) 0.0 $372k 1.8k 205.46
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $370k 9.4k 39.37
Vanguard Index Fds Value Etf (VTV) 0.0 $369k 2.1k 172.77
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $367k 5.8k 63.01
First Tr Exchange Traded Utilities Alph (FXU) 0.0 $367k 8.9k 41.01
Brown Forman Corp CL B (BF.B) 0.0 $364k 11k 33.94
Monster Beverage Corp (MNST) 0.0 $361k 6.2k 58.52
A. O. Smith Corporation (AOS) 0.0 $359k 5.5k 65.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $356k 13k 27.96
Bank of New York Mellon Corporation (BK) 0.0 $353k 4.2k 83.86
Sea Sponsord Ads (SE) 0.0 $348k 2.7k 130.49
Electronic Arts (EA) 0.0 $346k 2.4k 144.53
MercadoLibre (MELI) 0.0 $345k 177.00 1950.87
Up Fintech Hldg Sponsored Ads (TIGR) 0.0 $343k 40k 8.59
D.R. Horton (DHI) 0.0 $342k 2.7k 127.13
Check Point Software Tech Lt Ord (CHKP) 0.0 $340k 1.5k 227.92
First Tr Exchange Traded Indls Prod Dur (FXR) 0.0 $339k 4.9k 69.64
PNC Financial Services (PNC) 0.0 $339k 1.9k 175.73
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.0 $334k 4.5k 73.61
Dupont De Nemours (DD) 0.0 $333k 4.5k 74.68
First Tr Morningstar Divid L SHS (FDL) 0.0 $333k 7.7k 43.44
AmerisourceBergen (COR) 0.0 $333k 1.2k 278.20
Relx Sponsored Adr (RELX) 0.0 $332k 6.6k 50.41
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $332k 8.2k 40.41
Vnet Group Sponsored Ads A (VNET) 0.0 $329k 40k 8.20
Ubs Group SHS (UBS) 0.0 $329k 11k 30.63
Calamos Etf Tr S&p 500 Strcturd (CPSN) 0.0 $326k 13k 25.24
Unilever Spon Adr New 0.0 $326k 5.5k 59.55
Lyft Cl A Com (LYFT) 0.0 $325k 27k 11.87
Innovator Etfs Trust International Dv (IOCT) 0.0 $324k 11k 30.65
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $323k 5.3k 60.61
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $322k 4.1k 78.89
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $322k 6.3k 51.07
Lam Research Corp Com New (LRCX) 0.0 $321k 4.4k 72.71
Spdr Ser Tr Aerospace Def (XAR) 0.0 $319k 2.0k 160.73
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $319k 2.5k 127.08
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $318k 13k 24.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $316k 2.4k 128.97
Corning Incorporated (GLW) 0.0 $315k 6.9k 45.78
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $315k 6.7k 46.67
Freeport-mcmoran CL B (FCX) 0.0 $314k 8.3k 37.86
Ishares Tr Global Reit Etf (REET) 0.0 $313k 13k 24.26
Spotify Technology S A SHS (SPOT) 0.0 $312k 567.00 550.03
Garmin SHS (GRMN) 0.0 $308k 1.4k 217.12
Quest Diagnostics Incorporated (DGX) 0.0 $306k 1.8k 169.24
Ishares Tr Msci Eafe Etf (EFA) 0.0 $305k 3.7k 81.74
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $302k 5.8k 51.78
Wabtec Corporation (WAB) 0.0 $302k 1.7k 181.36
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.0 $301k 1.7k 173.57
Fastenal Company (FAST) 0.0 $301k 3.9k 77.56
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $300k 3.3k 90.67
Grayscale Ethereum Trust Etf SHS (ETHE) 0.0 $300k 20k 15.22
Invesco Van Kampen Senior Income Trust (VVR) 0.0 $299k 80k 3.75
Invesco Actively Managed Exc Short Duration T (GTOS) 0.0 $298k 12k 24.93
Neos Etf Trust Nasdaq 100 High (QQQI) 0.0 $292k 6.2k 47.43
Calamos Etf Tr Calamos Bit 90 S (CBXJ) 0.0 $290k 12k 24.01
IDEXX Laboratories (IDXX) 0.0 $289k 688.00 419.95
Calamos Etf Tr Nasdaq 100 Struc (CPNS) 0.0 $288k 11k 25.17
First Tr Exchange Traded Finls Alphadex (FXO) 0.0 $287k 5.4k 53.00
Edison International (EIX) 0.0 $285k 4.8k 58.92
Tidal Tr Ii Return Stckd Us (RSST) 0.0 $284k 13k 22.09
Danaher Corporation (DHR) 0.0 $283k 1.4k 205.02
Skyworks Solutions (SWKS) 0.0 $283k 4.4k 64.63
AZZ Incorporated (AZZ) 0.0 $282k 3.4k 83.62
Roblox Corp Cl A (RBLX) 0.0 $282k 4.8k 58.29
MPLX Com Unit Rep Ltd (MPLX) 0.0 $281k 5.3k 53.52
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $280k 5.2k 54.41
Blackrock Science & Technolo SHS (BST) 0.0 $280k 8.5k 32.99
Innovator Etfs Trust Us Small Cap Mng (RFLR) 0.0 $280k 12k 23.91
Makemytrip Limited Mauritius SHS (MMYT) 0.0 $280k 2.9k 97.99
Apollo Global Mgmt (APO) 0.0 $278k 2.0k 136.94
United Rentals (URI) 0.0 $278k 443.00 626.74
Ishares Tr Core 40/60 Moder (AOM) 0.0 $276k 6.3k 43.88
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $276k 12k 23.06
Zoom Communications Cl A (ZM) 0.0 $276k 3.7k 73.77
Molina Healthcare (MOH) 0.0 $271k 824.00 329.39
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $271k 18k 15.46
Guidewire Software (GWRE) 0.0 $271k 1.4k 187.36
Etf Ser Solutions Defiance Connect (SIXG) 0.0 $270k 6.4k 42.50
Roundhill Etf Trust Bitcoin Covered (YBTC) 0.0 $270k 6.8k 39.97
Dominion Resources (D) 0.0 $269k 4.8k 56.07
East West Ban (EWBC) 0.0 $269k 3.0k 89.76
Kt Corp Sponsored Adr (KT) 0.0 $267k 15k 17.71
Deere & Company (DE) 0.0 $266k 567.00 468.97
Broadridge Financial Solutions (BR) 0.0 $266k 1.1k 242.54
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $265k 7.3k 36.41
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $264k 11k 23.16
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $264k 3.7k 71.97
American Centy Etf Tr Focused Lrg Cap (FLV) 0.0 $264k 3.8k 69.90
Innovator Etfs Trust Us Small Cap Pwr (KMAR) 0.0 $264k 11k 24.75
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $262k 34k 7.76
Encana Corporation (OVV) 0.0 $260k 6.1k 42.80
Boston Scientific Corporation (BSX) 0.0 $260k 2.6k 100.89
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.0 $257k 11k 24.48
Ishares Tr U.s. Energy Etf (IYE) 0.0 $252k 5.1k 49.30
Pinterest Cl A (PINS) 0.0 $251k 8.1k 31.00
Ishares Tr Intl Div Grwth (IGRO) 0.0 $250k 3.5k 72.44
Allstate Corporation (ALL) 0.0 $248k 1.2k 207.09
Intercontinental Exchange (ICE) 0.0 $247k 1.4k 172.54
Innovator Etfs Trust Innovator Us Eq (EALT) 0.0 $247k 8.0k 30.74
Micron Technology (MU) 0.0 $245k 2.8k 86.89
Target Corporation (TGT) 0.0 $244k 2.3k 104.34
Docusign (DOCU) 0.0 $244k 3.0k 81.40
Teradyne (TER) 0.0 $243k 2.9k 82.60
Ralph Lauren Corp Cl A (RL) 0.0 $237k 1.1k 220.75
Calamos Etf Tr Calamos Bit 80 S (CBTJ) 0.0 $237k 10k 23.22
Tema Etf Trust Luxury Etf (LUX) 0.0 $237k 11k 21.04
Novartis Sponsored Adr (NVS) 0.0 $236k 2.1k 111.48
Nu Hldgs Ord Shs Cl A (NU) 0.0 $233k 23k 10.24
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $231k 4.9k 47.48
Sba Communications Corp Cl A (SBAC) 0.0 $230k 1.0k 220.03
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $230k 2.2k 102.41
Royal Gold (RGLD) 0.0 $227k 1.4k 163.51
Kinder Morgan (KMI) 0.0 $225k 7.9k 28.53
Targa Res Corp (TRGP) 0.0 $224k 1.1k 200.52
AFLAC Incorporated (AFL) 0.0 $224k 2.0k 111.21
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $223k 1.3k 172.26
Pearson Sponsored Adr (PSO) 0.0 $222k 14k 16.01
Lululemon Athletica (LULU) 0.0 $222k 783.00 283.19
VIRTUS GLOBAL Multi-sec (VGI) 0.0 $222k 29k 7.74
Global X Fds Cybrscurty Etf (BUG) 0.0 $220k 6.8k 32.34
Ark Etf Tr Innovation Etf (ARKK) 0.0 $220k 4.6k 47.58
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.0 $220k 3.3k 65.75
Labcorp Holdings Com Shs (LH) 0.0 $220k 945.00 232.67
Nasdaq Omx (NDAQ) 0.0 $220k 2.9k 75.86
Kingsoft Cloud Hldgs Ads (KC) 0.0 $219k 15k 14.36
Doordash Cl A (DASH) 0.0 $219k 1.2k 182.77
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $218k 5.0k 43.70
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $217k 2.8k 77.92
SYSCO Corporation (SYY) 0.0 $216k 2.9k 75.03
Ishares Tr Conv Bd Etf (ICVT) 0.0 $216k 2.6k 83.61
Axis Cap Hldgs SHS (AXS) 0.0 $216k 2.2k 100.24
Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $215k 2.6k 82.78
Intel Corporation (INTC) 0.0 $212k 9.3k 22.71
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $210k 24k 8.60
Msci (MSCI) 0.0 $210k 371.00 565.62
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $209k 1.6k 132.26
Shell Spon Ads (SHEL) 0.0 $209k 2.9k 73.28
Ss&c Technologies Holding (SSNC) 0.0 $209k 2.5k 83.53
Aegon Amer Reg 1 Cert (AEG) 0.0 $208k 32k 6.59
Allegion Ord Shs (ALLE) 0.0 $208k 1.6k 130.46
Motorola Solutions Com New (MSI) 0.0 $208k 474.00 438.06
Equinix (EQIX) 0.0 $207k 254.00 813.90
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $206k 1.7k 121.94
Advisorshares Tr Dorsey Wrigt Adr (AADR) 0.0 $206k 2.8k 74.39
Zscaler Incorporated (ZS) 0.0 $206k 1.0k 198.42
Capital Group Core Balanced SHS (CGBL) 0.0 $206k 6.6k 30.98
Innovator Etfs Trust Equity Defined P (ZJUL) 0.0 $206k 7.7k 26.77
Hologic (HOLX) 0.0 $205k 3.3k 61.77
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.0 $205k 4.1k 49.53
Chipotle Mexican Grill (CMG) 0.0 $203k 4.0k 50.21
Constellation Energy (CEG) 0.0 $203k 1.0k 201.56
Futu Hldgs Spon Ads Cl A (FUTU) 0.0 $202k 2.0k 102.35
Etsy (ETSY) 0.0 $202k 4.3k 47.18
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $202k 2.5k 81.67
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $201k 13k 15.37
Huntsman Corporation (HUN) 0.0 $199k 13k 15.79
Huntington Bancshares Incorporated (HBAN) 0.0 $197k 13k 15.01
PG&E Corporation (PCG) 0.0 $194k 11k 17.18
Exchange Traded Concepts Tru Bitwise Crypto 0.0 $185k 15k 12.14
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $181k 10k 17.59
Natwest Group Spons Adr (NWG) 0.0 $177k 15k 11.92
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.0 $170k 13k 13.65
Ford Motor Company (F) 0.0 $161k 16k 10.03
Wendy's/arby's Group (WEN) 0.0 $159k 11k 14.63
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $142k 37k 3.82
Rivian Automotive Com Cl A (RIVN) 0.0 $139k 11k 12.45
Adt (ADT) 0.0 $122k 15k 8.14
Prospect Capital Corporation (PSEC) 0.0 $111k 27k 4.10
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $109k 12k 8.76
Icl Group SHS (ICL) 0.0 $97k 17k 5.69
Canada Goose Hldgs Shs Sub Vtg (GOOS) 0.0 $83k 11k 7.95
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $60k 34k 1.76
Chargepoint Holdings Com Cl A 0.0 $12k 20k 0.60
Stem 0.0 $3.9k 11k 0.35
Solo Brands Com Cl A (DTCB) 0.0 $1.9k 11k 0.17