Clear Harbor Asset Management as of Dec. 31, 2025
Portfolio Holdings for Clear Harbor Asset Management
Clear Harbor Asset Management holds 432 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) | 5.9 | $88M | 322k | 271.86 | |
| Roper Industries (ROP) | 5.8 | $85M | 192k | 445.13 | |
| Flex Ord (FLEX) | 3.4 | $50M | 835k | 60.42 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.2 | $47M | 69k | 681.92 | |
| Parker-Hannifin Corporation (PH) | 3.0 | $45M | 51k | 878.96 | |
| Alphabet Cap Stk Cl C Put Option (GOOG) | 3.0 | $45M | 142k | 313.80 | |
| Microsoft Corporation (MSFT) | 2.4 | $36M | 75k | 483.62 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $34M | 107k | 322.22 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $31M | 93k | 335.27 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $30M | 59k | 502.65 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $28M | 88k | 313.00 | |
| Amazon (AMZN) | 1.6 | $24M | 104k | 230.82 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.5 | $22M | 303k | 73.56 | |
| Caterpillar (CAT) | 1.5 | $22M | 39k | 572.87 | |
| American Water Works (AWK) | 1.5 | $22M | 168k | 130.50 | |
| NVIDIA Corporation (NVDA) | 1.4 | $21M | 115k | 186.50 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.3 | $19M | 41k | 473.30 | |
| Trimble Navigation (TRMB) | 1.3 | $19M | 240k | 78.35 | |
| Ishares Gold Tr Ishares New (IAU) | 1.2 | $17M | 215k | 81.17 | |
| Raytheon Technologies Corp (RTX) | 1.1 | $16M | 89k | 183.40 | |
| Leidos Holdings (LDOS) | 1.0 | $15M | 85k | 180.40 | |
| Danaher Corporation (DHR) | 1.0 | $15M | 65k | 228.92 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 1.0 | $15M | 312k | 46.92 | |
| Nextpower Class A Com (NXT) | 0.9 | $13M | 148k | 87.11 | |
| Johnson & Johnson (JNJ) | 0.8 | $12M | 59k | 206.95 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $12M | 40k | 303.89 | |
| Hartford Financial Services (HIG) | 0.8 | $12M | 87k | 137.80 | |
| Visa Com Cl A (V) | 0.8 | $12M | 33k | 350.72 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $12M | 20k | 570.88 | |
| Core & Main Cl A (CNM) | 0.7 | $11M | 212k | 51.97 | |
| Cme (CME) | 0.7 | $9.8M | 36k | 273.08 | |
| TPG Com Cl A (TPG) | 0.6 | $9.0M | 141k | 63.84 | |
| Markel Corporation (MKL) | 0.6 | $8.9M | 4.1k | 2149.65 | |
| Blackrock (BLK) | 0.6 | $8.8M | 8.2k | 1070.35 | |
| Ecolab (ECL) | 0.6 | $8.7M | 33k | 262.52 | |
| Citigroup Com New (C) | 0.6 | $8.7M | 75k | 116.69 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $8.7M | 15k | 579.48 | |
| HEICO Corporation (HEI) | 0.6 | $8.6M | 27k | 323.60 | |
| Meta Platforms Cl A (META) | 0.6 | $8.3M | 13k | 660.13 | |
| New Jersey Resources Corporation (NJR) | 0.6 | $8.3M | 179k | 46.12 | |
| Regeneron Pharmaceuticals (REGN) | 0.6 | $8.2M | 11k | 771.87 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $8.1M | 59k | 136.94 | |
| Dover Corporation (DOV) | 0.5 | $8.1M | 42k | 195.24 | |
| Hexcel Corporation (HXL) | 0.5 | $8.0M | 108k | 73.90 | |
| Abbvie (ABBV) | 0.5 | $7.7M | 34k | 228.49 | |
| Everest Re Group (EG) | 0.5 | $7.5M | 22k | 339.35 | |
| Home Depot (HD) | 0.5 | $7.0M | 20k | 344.11 | |
| Intuitive Surgical Com New (ISRG) | 0.5 | $6.7M | 12k | 566.36 | |
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $6.4M | 42k | 154.14 | |
| Copart (CPRT) | 0.4 | $6.4M | 162k | 39.15 | |
| Axis Cap Hldgs SHS (AXS) | 0.4 | $6.3M | 59k | 107.09 | |
| Ametek (AME) | 0.4 | $6.3M | 31k | 205.32 | |
| Union Pacific Corporation (UNP) | 0.4 | $6.1M | 27k | 231.32 | |
| Booking Holdings (BKNG) | 0.4 | $6.1M | 1.1k | 5357.70 | |
| Chesapeake Utilities Corporation (CPK) | 0.4 | $6.1M | 49k | 124.76 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $5.9M | 49k | 120.34 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $5.9M | 41k | 143.52 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $5.7M | 30k | 191.56 | |
| S&p Global (SPGI) | 0.4 | $5.6M | 11k | 522.59 | |
| Procter & Gamble Company (PG) | 0.4 | $5.6M | 39k | 143.31 | |
| Oracle Corporation (ORCL) | 0.4 | $5.4M | 28k | 194.91 | |
| Abbott Laboratories (ABT) | 0.4 | $5.2M | 41k | 125.29 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $5.1M | 29k | 177.37 | |
| IDEXX Laboratories (IDXX) | 0.3 | $5.1M | 7.5k | 676.53 | |
| Intel Corporation (INTC) | 0.3 | $5.0M | 136k | 36.90 | |
| Cloudflare Cl A Com (NET) | 0.3 | $5.0M | 25k | 197.15 | |
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.3 | $4.9M | 74k | 65.91 | |
| Broadcom (AVGO) | 0.3 | $4.8M | 14k | 346.10 | |
| McKesson Corporation (MCK) | 0.3 | $4.8M | 5.9k | 820.29 | |
| Cadence Design Systems Put Option (CDNS) | 0.3 | $4.7M | 15k | 312.58 | |
| L3harris Technologies (LHX) | 0.3 | $4.7M | 16k | 293.57 | |
| Msci (MSCI) | 0.3 | $4.5M | 7.8k | 573.77 | |
| Merck & Co (MRK) | 0.3 | $4.4M | 42k | 105.26 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $4.4M | 4.1k | 1069.86 | |
| Teva Pharmaceutical Inds Sponsored Ads Put Option (TEVA) | 0.3 | $4.4M | 141k | 31.21 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $4.4M | 7.2k | 614.33 | |
| Capital One Financial (COF) | 0.3 | $4.4M | 18k | 242.36 | |
| Becton, Dickinson and (BDX) | 0.3 | $4.2M | 22k | 194.07 | |
| 4068594 Enphase Energy (ENPH) | 0.3 | $4.2M | 130k | 32.05 | |
| UnitedHealth (UNH) | 0.3 | $4.1M | 12k | 330.11 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $4.0M | 18k | 219.78 | |
| Alcon Ord Shs (ALC) | 0.3 | $3.8M | 48k | 78.81 | |
| Honeywell International (HON) | 0.2 | $3.6M | 19k | 195.09 | |
| Intellicheck Com New (IDN) | 0.2 | $3.4M | 516k | 6.68 | |
| Trane Technologies SHS (TT) | 0.2 | $3.4M | 8.8k | 389.21 | |
| Iqvia Holdings (IQV) | 0.2 | $3.3M | 15k | 225.41 | |
| Chevron Corporation (CVX) | 0.2 | $3.3M | 22k | 152.41 | |
| West Pharmaceutical Services (WST) | 0.2 | $3.3M | 12k | 275.16 | |
| Fair Isaac Corporation (FICO) | 0.2 | $3.2M | 1.9k | 1690.62 | |
| Micron Technology (MU) | 0.2 | $3.2M | 11k | 285.41 | |
| Tfii Cn (TFII) | 0.2 | $3.1M | 30k | 103.35 | |
| Teledyne Technologies Incorporated (TDY) | 0.2 | $3.1M | 6.1k | 510.73 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $3.1M | 7.8k | 396.31 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $3.1M | 36k | 85.37 | |
| Applied Materials (AMAT) | 0.2 | $3.0M | 12k | 257.00 | |
| Tecogen Com New (TGEN) | 0.2 | $3.0M | 610k | 4.94 | |
| Tradeweb Mkts Cl A (TW) | 0.2 | $3.0M | 28k | 107.54 | |
| Pfizer (PFE) | 0.2 | $3.0M | 119k | 24.90 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.2 | $2.9M | 26k | 111.78 | |
| Tesla Motors (TSLA) | 0.2 | $2.9M | 6.5k | 449.72 | |
| Wells Fargo & Company (WFC) | 0.2 | $2.9M | 31k | 93.20 | |
| Amgen (AMGN) | 0.2 | $2.9M | 8.9k | 327.31 | |
| Diamondback Energy (FANG) | 0.2 | $2.9M | 19k | 150.33 | |
| Bentley Sys Com Cl B (BSY) | 0.2 | $2.8M | 73k | 38.17 | |
| Barrick Mng Corp Com Shs (B) | 0.2 | $2.8M | 64k | 43.55 | |
| Ishares Msci Gbl Etf New (PICK) | 0.2 | $2.6M | 50k | 51.34 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $2.5M | 35k | 71.42 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $2.4M | 45k | 53.76 | |
| Franco-Nevada Corporation (FNV) | 0.2 | $2.4M | 12k | 207.28 | |
| First Solar (FSLR) | 0.2 | $2.3M | 8.8k | 261.23 | |
| salesforce (CRM) | 0.2 | $2.2M | 8.5k | 264.91 | |
| Costco Wholesale Corporation (COST) | 0.2 | $2.2M | 2.6k | 862.34 | |
| Eli Lilly & Co. (LLY) | 0.2 | $2.2M | 2.1k | 1074.77 | |
| Chubb (CB) | 0.1 | $2.2M | 7.0k | 312.12 | |
| California Water Service (CWT) | 0.1 | $2.2M | 50k | 43.33 | |
| CF Industries Holdings (CF) | 0.1 | $2.1M | 27k | 77.34 | |
| Emerson Electric (EMR) | 0.1 | $2.1M | 16k | 132.72 | |
| Goldman Sachs (GS) | 0.1 | $2.1M | 2.3k | 879.01 | |
| Antero Res (AR) | 0.1 | $2.0M | 59k | 34.46 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $2.0M | 10k | 198.62 | |
| Tenet Healthcare Corp Com New (THC) | 0.1 | $2.0M | 10k | 198.72 | |
| Hldgs (UAL) | 0.1 | $2.0M | 18k | 111.82 | |
| Newmont Mining Corporation (NEM) | 0.1 | $1.9M | 20k | 99.85 | |
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $1.9M | 27k | 72.68 | |
| Himax Technologies Sponsored Adr (HIMX) | 0.1 | $1.9M | 235k | 8.19 | |
| Deere & Company (DE) | 0.1 | $1.9M | 4.1k | 465.57 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $1.9M | 23k | 83.61 | |
| Ark Etf Tr Innovation Etf Put Option (ARKK) | 0.1 | $1.9M | 24k | 76.92 | |
| Ellington Credit Company Com Shs Ben Int (EARN) | 0.1 | $1.8M | 348k | 5.27 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.8M | 110k | 16.49 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.8M | 6.2k | 290.24 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $1.8M | 8.1k | 223.23 | |
| Lennar Corp Cl A (LEN) | 0.1 | $1.8M | 18k | 102.80 | |
| AmerisourceBergen (COR) | 0.1 | $1.8M | 5.3k | 337.75 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.8M | 18k | 96.03 | |
| Toll Brothers (TOL) | 0.1 | $1.8M | 13k | 135.22 | |
| Chesapeake Energy Corp (EXE) | 0.1 | $1.7M | 16k | 110.36 | |
| Autodesk (ADSK) | 0.1 | $1.7M | 5.9k | 296.01 | |
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $1.7M | 8.4k | 206.52 | |
| Lowe's Companies (LOW) | 0.1 | $1.7M | 7.1k | 241.16 | |
| Palantir Technologies Cl A Put Option (PLTR) | 0.1 | $1.7M | 9.6k | 177.75 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.7M | 18k | 96.27 | |
| Talen Energy Corp (TLN) | 0.1 | $1.7M | 4.5k | 374.84 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $1.6M | 12k | 128.84 | |
| Spdr Series Trust State Street Spd (SPYX) | 0.1 | $1.6M | 28k | 56.19 | |
| Abercrombie & Fitch Cl A (ANF) | 0.1 | $1.6M | 12k | 125.87 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $1.6M | 16k | 99.91 | |
| Bank of America Corporation (BAC) | 0.1 | $1.5M | 28k | 55.00 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.5M | 24k | 64.42 | |
| Kla Corp Com New (KLAC) | 0.1 | $1.5M | 1.3k | 1215.08 | |
| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.1 | $1.5M | 23k | 67.48 | |
| Advanced Micro Devices (AMD) | 0.1 | $1.5M | 7.0k | 214.16 | |
| Western Digital (WDC) | 0.1 | $1.5M | 8.7k | 172.27 | |
| Dell Technologies CL C (DELL) | 0.1 | $1.5M | 12k | 125.88 | |
| Essential Utils (WTRG) | 0.1 | $1.4M | 38k | 38.36 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.4M | 23k | 62.47 | |
| Freeport-mcmoran CL B (FCX) | 0.1 | $1.4M | 28k | 50.79 | |
| Labcorp Holdings Com Shs (LH) | 0.1 | $1.4M | 5.6k | 250.88 | |
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.1 | $1.4M | 34k | 41.48 | |
| SJW (HTO) | 0.1 | $1.4M | 28k | 48.99 | |
| Sql Technologies Corporation (SKYX) | 0.1 | $1.3M | 622k | 2.17 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.3M | 25k | 54.71 | |
| Kkr & Co (KKR) | 0.1 | $1.3M | 10k | 127.48 | |
| Linde SHS (LIN) | 0.1 | $1.3M | 3.0k | 426.39 | |
| Stryker Corporation (SYK) | 0.1 | $1.3M | 3.6k | 351.47 | |
| Scorpio Tankers SHS (STNG) | 0.1 | $1.3M | 25k | 50.83 | |
| General Motors Company (GM) | 0.1 | $1.3M | 16k | 81.32 | |
| Royal Gold (RGLD) | 0.1 | $1.3M | 5.6k | 222.29 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.2M | 1.8k | 685.11 | |
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $1.2M | 38k | 32.89 | |
| Whirlpool Corporation (WHR) | 0.1 | $1.2M | 17k | 72.14 | |
| Redwood Trust (RWT) | 0.1 | $1.2M | 218k | 5.53 | |
| Titan International (TWI) | 0.1 | $1.2M | 153k | 7.83 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.2M | 2.0k | 603.28 | |
| Peakstone Realty Trust Common Shares (PKST) | 0.1 | $1.2M | 81k | 14.35 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $1.2M | 27k | 43.64 | |
| Citizens Financial (CFG) | 0.1 | $1.2M | 20k | 58.41 | |
| Qualcomm (QCOM) | 0.1 | $1.1M | 6.7k | 171.05 | |
| Devon Energy Corporation (DVN) | 0.1 | $1.1M | 31k | 36.63 | |
| Apollo Global Mgmt (APO) | 0.1 | $1.1M | 7.8k | 144.76 | |
| Cisco Systems (CSCO) | 0.1 | $1.1M | 15k | 77.03 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.1M | 21k | 53.94 | |
| Boeing Company (BA) | 0.1 | $1.1M | 5.1k | 217.12 | |
| Anthem (ELV) | 0.1 | $1.1M | 3.2k | 350.55 | |
| Americold Rlty Tr (COLD) | 0.1 | $1.1M | 86k | 12.86 | |
| Ready Cap Corp Com reit (RC) | 0.1 | $1.1M | 504k | 2.18 | |
| Vermilion Energy (VET) | 0.1 | $1.1M | 131k | 8.33 | |
| Coca-Cola Company (KO) | 0.1 | $1.1M | 16k | 69.91 | |
| Wheaton Precious Metals Corp (WPM) | 0.1 | $1.1M | 9.2k | 117.52 | |
| Sandisk Corp (SNDK) | 0.1 | $1.1M | 4.5k | 237.38 | |
| Beazer Homes Usa Com New (BZH) | 0.1 | $1.1M | 53k | 20.27 | |
| Kraft Heinz (KHC) | 0.1 | $1.1M | 44k | 24.25 | |
| Amentum Holdings (AMTM) | 0.1 | $1.1M | 36k | 29.00 | |
| Ishares Msci Germany Etf (EWG) | 0.1 | $1.0M | 24k | 42.50 | |
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.1 | $1.0M | 45k | 22.64 | |
| Patterson-UTI Energy (PTEN) | 0.1 | $1.0M | 168k | 6.11 | |
| Pepsi (PEP) | 0.1 | $1.0M | 7.1k | 143.52 | |
| Paypal Holdings (PYPL) | 0.1 | $1.0M | 17k | 58.38 | |
| Suncor Energy (SU) | 0.1 | $1.0M | 23k | 44.36 | |
| Coeur Mng Com New (CDE) | 0.1 | $1.0M | 56k | 17.83 | |
| Fmc Corp Com New (FMC) | 0.1 | $1.0M | 72k | 13.87 | |
| International Business Machines (IBM) | 0.1 | $998k | 3.4k | 296.21 | |
| Morgan Stanley Com New (MS) | 0.1 | $974k | 5.5k | 177.53 | |
| Molina Healthcare (MOH) | 0.1 | $973k | 5.6k | 173.54 | |
| Blackstone Strategic Cred 20 Com Shs Ben In (BGB) | 0.1 | $973k | 83k | 11.78 | |
| Ftai Aviation SHS (FTAI) | 0.1 | $960k | 4.9k | 196.85 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $957k | 14k | 69.40 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $955k | 6.5k | 146.58 | |
| Cardinal Health (CAH) | 0.1 | $953k | 4.6k | 205.50 | |
| Alaska Air (ALK) | 0.1 | $951k | 19k | 50.30 | |
| Corning Incorporated (GLW) | 0.1 | $946k | 11k | 87.56 | |
| American Express Company (AXP) | 0.1 | $936k | 2.5k | 369.95 | |
| KB Home (KBH) | 0.1 | $935k | 17k | 56.41 | |
| Pan American Silver Corp Can (PAAS) | 0.1 | $925k | 18k | 51.81 | |
| FedEx Corporation (FDX) | 0.1 | $924k | 3.2k | 288.86 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $921k | 6.4k | 143.99 | |
| Walt Disney Company (DIS) | 0.1 | $902k | 7.9k | 113.77 | |
| Medtronic SHS (MDT) | 0.1 | $887k | 9.2k | 96.06 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $872k | 13k | 66.00 | |
| Illumina (ILMN) | 0.1 | $871k | 6.6k | 131.16 | |
| SLB Com Stk (SLB) | 0.1 | $869k | 23k | 38.38 | |
| Quidel Corp (QDEL) | 0.1 | $858k | 30k | 28.56 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $857k | 5.3k | 162.01 | |
| Darling International (DAR) | 0.1 | $854k | 24k | 36.00 | |
| UGI Corporation (UGI) | 0.1 | $853k | 23k | 37.43 | |
| First Tr Exch Traded Fd Iii Merger Arbitra (MARB) | 0.1 | $852k | 41k | 20.64 | |
| CSX Corporation (CSX) | 0.1 | $849k | 23k | 36.25 | |
| ConAgra Foods (CAG) | 0.1 | $847k | 49k | 17.31 | |
| Palo Alto Networks (PANW) | 0.1 | $845k | 4.6k | 184.20 | |
| Proshares Tr Ultrapro Qqq Put Option (TQQQ) | 0.1 | $844k | 16k | 52.72 | |
| Cigna Corp (CI) | 0.1 | $841k | 3.1k | 275.25 | |
| Travelers Companies (TRV) | 0.1 | $835k | 2.9k | 290.06 | |
| SYSCO Corporation (SYY) | 0.1 | $835k | 11k | 73.69 | |
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $833k | 34k | 24.33 | |
| Norfolk Southern (NSC) | 0.1 | $830k | 2.9k | 288.72 | |
| Canadian Natural Resources (CNQ) | 0.1 | $819k | 24k | 33.85 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $818k | 27k | 29.89 | |
| Wal-Mart Stores (WMT) | 0.1 | $801k | 7.2k | 111.42 | |
| Ge Aerospace Com New (GE) | 0.1 | $799k | 2.6k | 308.03 | |
| Jd.com Spon Ads Cl A (JD) | 0.1 | $785k | 27k | 28.70 | |
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $781k | 73k | 10.72 | |
| Consolidated Edison (ED) | 0.1 | $773k | 7.8k | 99.32 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $754k | 8.4k | 89.46 | |
| Easterly Govt Pptys Com Shs (DEA) | 0.1 | $753k | 36k | 21.19 | |
| T Rowe Price Etf Technology Etf (TTEQ) | 0.1 | $751k | 23k | 32.52 | |
| Ecovyst (ECVT) | 0.1 | $751k | 77k | 9.73 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $744k | 5.3k | 141.14 | |
| Bio Rad Labs Cl A (BIO) | 0.0 | $733k | 2.4k | 302.99 | |
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.0 | $717k | 19k | 38.59 | |
| Pvh Corporation (PVH) | 0.0 | $716k | 11k | 67.02 | |
| Illinois Tool Works (ITW) | 0.0 | $713k | 2.9k | 246.30 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $702k | 2.9k | 246.20 | |
| Nucor Corporation (NUE) | 0.0 | $698k | 4.3k | 163.11 | |
| Toyota Motor Corp Ads (TM) | 0.0 | $690k | 3.2k | 214.06 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $688k | 41k | 16.74 | |
| At&t (T) | 0.0 | $683k | 28k | 24.84 | |
| Sweetgreen Com Cl A (SG) | 0.0 | $673k | 100k | 6.76 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $659k | 3.9k | 168.77 | |
| Black Stone Minerals Com Unit (BSM) | 0.0 | $655k | 49k | 13.29 | |
| HudBay Minerals (HBM) | 0.0 | $655k | 33k | 19.85 | |
| Snowflake Com Shs (SNOW) | 0.0 | $650k | 3.0k | 219.36 | |
| Purecycle Technologies (PCT) | 0.0 | $648k | 75k | 8.59 | |
| Ge Vernova (GEV) | 0.0 | $646k | 989.00 | 653.58 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $645k | 2.3k | 279.23 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $643k | 3.8k | 171.18 | |
| Sl Green Realty Corp (SLG) | 0.0 | $636k | 14k | 45.87 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $633k | 13k | 48.28 | |
| General Dynamics Corporation (GD) | 0.0 | $628k | 1.9k | 336.66 | |
| McDonald's Corporation (MCD) | 0.0 | $620k | 2.0k | 305.63 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $616k | 5.1k | 120.20 | |
| Nextera Energy (NEE) | 0.0 | $615k | 7.7k | 80.28 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $611k | 4.4k | 137.87 | |
| Surgery Partners (SGRY) | 0.0 | $610k | 40k | 15.45 | |
| Transalta Corp (TAC) | 0.0 | $606k | 48k | 12.64 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $602k | 4.3k | 141.08 | |
| Crocs (CROX) | 0.0 | $601k | 7.0k | 85.52 | |
| American Tower Reit (AMT) | 0.0 | $598k | 3.4k | 175.57 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.0 | $598k | 28k | 21.56 | |
| Digital Realty Trust (DLR) | 0.0 | $591k | 3.8k | 154.71 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $573k | 25k | 23.02 | |
| Bank Of Nt Butterfield&son L Shs New (NTB) | 0.0 | $544k | 11k | 49.82 | |
| Nomad Foods Usd Ord Shs (NOMD) | 0.0 | $538k | 43k | 12.51 | |
| Howmet Aerospace (HWM) | 0.0 | $536k | 2.6k | 205.02 | |
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.0 | $534k | 16k | 34.05 | |
| Figma Class A Com Stk (FIG) | 0.0 | $533k | 14k | 37.37 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.0 | $531k | 23k | 23.64 | |
| WesBan (WSBC) | 0.0 | $508k | 15k | 33.24 | |
| Sea Sponsord Ads (SE) | 0.0 | $506k | 4.0k | 127.57 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $506k | 5.9k | 85.77 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $499k | 7.4k | 67.22 | |
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $494k | 3.3k | 147.73 | |
| Phillips 66 (PSX) | 0.0 | $492k | 3.8k | 129.04 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $482k | 4.0k | 121.61 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $480k | 6.9k | 70.12 | |
| Genuine Parts Company (GPC) | 0.0 | $474k | 3.9k | 122.96 | |
| Philip Morris International (PM) | 0.0 | $464k | 2.9k | 160.40 | |
| Allstate Corporation (ALL) | 0.0 | $463k | 2.2k | 208.15 | |
| Compass Cl A (COMP) | 0.0 | $458k | 43k | 10.57 | |
| Verizon Communications (VZ) | 0.0 | $453k | 11k | 40.73 | |
| Perion Network Shs New (PERI) | 0.0 | $453k | 47k | 9.58 | |
| Golar Lng SHS (GLNG) | 0.0 | $448k | 12k | 37.21 | |
| Kinder Morgan (KMI) | 0.0 | $447k | 16k | 27.49 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $441k | 2.0k | 220.61 | |
| State Street Corporation (STT) | 0.0 | $441k | 3.4k | 129.01 | |
| Dorian Lpg Shs Usd (LPG) | 0.0 | $440k | 18k | 24.34 | |
| Grindr (GRND) | 0.0 | $439k | 32k | 13.54 | |
| Target Corporation (TGT) | 0.0 | $437k | 4.5k | 97.75 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $435k | 892.00 | 487.86 | |
| Ishares Msci Japan Etf (EWJ) | 0.0 | $429k | 5.3k | 80.74 | |
| Uniqure Nv SHS (QURE) | 0.0 | $428k | 18k | 23.93 | |
| York Water Company (YORW) | 0.0 | $424k | 13k | 31.84 | |
| Iren Ordinary Shares (IREN) | 0.0 | $420k | 11k | 37.77 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $412k | 4.0k | 104.10 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $408k | 7.6k | 53.83 | |
| Live Nation Entertainment (LYV) | 0.0 | $408k | 2.9k | 142.50 | |
| Zillow Group Cl A (ZG) | 0.0 | $404k | 5.9k | 68.23 | |
| Fifth Third Ban (FITB) | 0.0 | $402k | 8.6k | 46.81 | |
| Tortoise Capital Series Trus Energy Fd (TNGY) | 0.0 | $398k | 44k | 9.04 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $398k | 2.8k | 144.16 | |
| Forward Air Corp (FWRD) | 0.0 | $395k | 16k | 25.00 | |
| Six Flags Entertainment Corp (FUN) | 0.0 | $394k | 26k | 15.34 | |
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $389k | 15k | 25.82 | |
| Qorvo (QRVO) | 0.0 | $387k | 4.6k | 84.51 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $386k | 8.7k | 44.41 | |
| Eaton Corp SHS (ETN) | 0.0 | $386k | 1.2k | 318.51 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $375k | 6.8k | 54.78 | |
| Marex Group Ord (MRX) | 0.0 | $367k | 9.6k | 38.36 | |
| AES Corporation (AES) | 0.0 | $367k | 26k | 14.34 | |
| Hershey Company (HSY) | 0.0 | $366k | 2.0k | 181.98 | |
| PG&E Corporation (PCG) | 0.0 | $361k | 23k | 16.07 | |
| Composecure Com Cl A (GPGI) | 0.0 | $361k | 19k | 19.28 | |
| Arbutus Biopharma (ABUS) | 0.0 | $360k | 75k | 4.81 | |
| Canadian Solar (CSIQ) | 0.0 | $358k | 15k | 23.77 | |
| Colgate-Palmolive Company (CL) | 0.0 | $356k | 4.5k | 79.02 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $353k | 563.00 | 627.51 | |
| Steris Shs Usd (STE) | 0.0 | $342k | 1.4k | 253.52 | |
| Boston Scientific Corporation (BSX) | 0.0 | $339k | 3.6k | 95.35 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $336k | 961.00 | 349.99 | |
| Pure Cycle Corp Com New (PCYO) | 0.0 | $336k | 31k | 10.99 | |
| T. Rowe Price (TROW) | 0.0 | $333k | 3.3k | 102.39 | |
| Ingersoll Rand (IR) | 0.0 | $333k | 4.2k | 79.22 | |
| MercadoLibre (MELI) | 0.0 | $326k | 162.00 | 2014.26 | |
| Cleveland-cliffs Put Option (CLF) | 0.0 | $325k | 25k | 13.28 | |
| Marriott Intl Cl A (MAR) | 0.0 | $322k | 1.0k | 310.24 | |
| Delek Us Holdings (DK) | 0.0 | $319k | 11k | 29.66 | |
| Eversource Energy (ES) | 0.0 | $318k | 4.7k | 67.33 | |
| Spdr Series Trust State Street Spd (SPTM) | 0.0 | $315k | 3.8k | 82.50 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $311k | 700.00 | 444.59 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $310k | 21k | 15.06 | |
| Corteva (CTVA) | 0.0 | $308k | 4.6k | 67.03 | |
| PNC Financial Services (PNC) | 0.0 | $307k | 1.5k | 208.73 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $306k | 1.2k | 257.95 | |
| Palmer Square Capital Bdc In Com Shs (PSBD) | 0.0 | $305k | 25k | 12.19 | |
| Shell Spon Ads (SHEL) | 0.0 | $303k | 4.1k | 73.48 | |
| Sap Se Spon Adr (SAP) | 0.0 | $303k | 1.2k | 242.91 | |
| Zoetis Cl A (ZTS) | 0.0 | $302k | 2.4k | 125.83 | |
| Yext (YEXT) | 0.0 | $299k | 37k | 8.06 | |
| Quanta Services (PWR) | 0.0 | $280k | 664.00 | 422.09 | |
| Pjt Partners Com Cl A (PJT) | 0.0 | $280k | 1.7k | 167.20 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $277k | 1.3k | 210.34 | |
| BGSF (BGSF) | 0.0 | $276k | 60k | 4.63 | |
| Spdr Series Trust State Street Spd (QUS) | 0.0 | $276k | 1.6k | 174.28 | |
| Millrose Pptys Com Cl A (MRP) | 0.0 | $274k | 9.2k | 29.87 | |
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $274k | 6.0k | 45.80 | |
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $274k | 8.3k | 33.02 | |
| Carrier Global Corporation (CARR) | 0.0 | $270k | 5.1k | 52.84 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $267k | 2.1k | 129.16 | |
| First Tr Exchange-traded SHS (FDL) | 0.0 | $264k | 6.0k | 44.34 | |
| California Res Corp Com Stock (CRC) | 0.0 | $263k | 5.9k | 44.71 | |
| TJX Companies (TJX) | 0.0 | $262k | 1.7k | 153.61 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $261k | 4.9k | 53.06 | |
| Intercontinental Exchange (ICE) | 0.0 | $260k | 1.6k | 161.96 | |
| Unilever Spon Adr New (UL) | 0.0 | $256k | 3.9k | 65.40 | |
| Gilead Sciences (GILD) | 0.0 | $255k | 2.1k | 122.74 | |
| Apartment Invt & Mgmt Cl A (AIV) | 0.0 | $255k | 43k | 5.94 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $254k | 3.7k | 68.36 | |
| Altria (MO) | 0.0 | $253k | 4.4k | 57.66 | |
| Allegion Ord Shs (ALLE) | 0.0 | $249k | 1.6k | 159.22 | |
| Netflix (NFLX) | 0.0 | $249k | 2.7k | 93.76 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $246k | 2.1k | 116.09 | |
| Fiserv (FI) | 0.0 | $245k | 3.7k | 67.17 | |
| Frontview Reit (FVR) | 0.0 | $243k | 17k | 14.76 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $243k | 5.9k | 41.12 | |
| PerkinElmer (RVTY) | 0.0 | $242k | 2.5k | 96.75 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $237k | 2.7k | 87.17 | |
| Block Cl A (XYZ) | 0.0 | $236k | 3.6k | 65.09 | |
| Meta Financial (CASH) | 0.0 | $234k | 3.3k | 71.00 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $232k | 4.6k | 50.88 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $232k | 1.2k | 190.99 | |
| FactSet Research Systems (FDS) | 0.0 | $229k | 790.00 | 290.19 | |
| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.0 | $229k | 14k | 16.48 | |
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $225k | 4.0k | 56.62 | |
| Zscaler Incorporated (ZS) | 0.0 | $223k | 992.00 | 224.92 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $221k | 3.9k | 57.24 | |
| AFLAC Incorporated (AFL) | 0.0 | $219k | 2.0k | 110.27 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $218k | 2.9k | 75.91 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $216k | 2.1k | 100.34 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $215k | 4.4k | 48.58 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $211k | 11k | 20.00 | |
| Rocket Cos Com Cl A (RKT) | 0.0 | $206k | 11k | 19.36 | |
| Hca Holdings (HCA) | 0.0 | $205k | 440.00 | 466.86 | |
| Clearway Energy CL C (CWEN) | 0.0 | $202k | 6.1k | 33.26 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $201k | 3.2k | 62.15 | |
| Sharplink Gaming Com New (SBET) | 0.0 | $197k | 22k | 8.94 | |
| Ethzilla Corporation Com Shs (ETHZ) | 0.0 | $196k | 40k | 4.90 | |
| Xunlei Sponsored Ads (XNET) | 0.0 | $181k | 26k | 7.09 | |
| Bgc Group Cl A (BGC) | 0.0 | $172k | 19k | 8.93 | |
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 0.0 | $162k | 29k | 5.62 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $160k | 14k | 11.24 | |
| Star Group Unit Ltd Partnr (SGU) | 0.0 | $154k | 13k | 11.84 | |
| Powerfleet (AIOT) | 0.0 | $149k | 28k | 5.32 | |
| Portillos Com Cl A (PTLO) | 0.0 | $143k | 32k | 4.54 | |
| Context Therapeutics (CNTX) | 0.0 | $136k | 93k | 1.47 | |
| Evgo Cl A Com (EVGO) | 0.0 | $134k | 46k | 2.91 | |
| Target Hospitality Corp (TH) | 0.0 | $112k | 14k | 8.01 | |
| Pacific Biosciences of California (PACB) | 0.0 | $110k | 59k | 1.87 | |
| Algoma Stl Group (ASTL) | 0.0 | $107k | 26k | 4.10 | |
| Permianville Rty Tr Tr Unit (PVL) | 0.0 | $91k | 51k | 1.80 | |
| Liqtech Intl (LIQT) | 0.0 | $89k | 61k | 1.46 | |
| I-80 Gold Corp (IAUX) | 0.0 | $86k | 59k | 1.46 | |
| Peloton Interactive Cl A Com (PTON) | 0.0 | $74k | 12k | 6.16 | |
| Auna S A Class A (AUNA) | 0.0 | $63k | 13k | 4.92 | |
| Cosan S A Ads (CSAN) | 0.0 | $53k | 14k | 3.95 | |
| Butterfly Network Com Cl A (BFLY) | 0.0 | $47k | 13k | 3.80 | |
| Cabaletta Bio (CABA) | 0.0 | $43k | 20k | 2.19 | |
| Aemetis Com New (AMTX) | 0.0 | $28k | 20k | 1.39 | |
| Organigram Global (OGI) | 0.0 | $22k | 13k | 1.69 | |
| Immunitybio (IBRX) | 0.0 | $20k | 10k | 1.98 | |
| Akebia Therapeutics (AKBA) | 0.0 | $16k | 10k | 1.61 | |
| Mereo Biopharma Group Spon Ads (MREO) | 0.0 | $15k | 35k | 0.42 | |
| Allogene Therapeutics (ALLO) | 0.0 | $14k | 10k | 1.37 | |
| Purple Innovatio (PRPL) | 0.0 | $7.3k | 11k | 0.69 |