Cloud Capital Management as of March 31, 2025
Portfolio Holdings for Cloud Capital Management
Cloud Capital Management holds 280 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 |
|---|---|---|---|---|---|
| Dimensional Etf Trust (DFAC) | 16.1 | $23M | 688k | 32.97 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 9.9 | $14M | 576k | 24.15 | |
| Dimensional Etf Trust (DFAX) | 5.8 | $8.1M | 309k | 26.20 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 5.7 | $8.0M | 161k | 49.89 | |
| Dimensional Etf Trust (DCOR) | 3.3 | $4.6M | 75k | 61.32 | |
| Schwab Strategic Tr 0 (SCHP) | 3.2 | $4.5M | 169k | 26.89 | |
| Schwab Strategic Tr intrm trm (SCHR) | 3.2 | $4.5M | 181k | 24.71 | |
| Dimensional International Core Equity 2 ETF (DFIC) | 2.6 | $3.6M | 131k | 27.74 | |
| Microsoft Corporation (MSFT) | 2.5 | $3.6M | 9.5k | 375.29 | |
| Apple (AAPL) | 2.5 | $3.5M | 16k | 221.97 | |
| Alphabet Inc Class C cs (GOOG) | 2.4 | $3.4M | 22k | 155.80 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 2.2 | $3.2M | 52k | 60.66 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.1 | $3.0M | 34k | 86.86 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 1.8 | $2.5M | 32k | 78.86 | |
| Amazon (AMZN) | 1.8 | $2.5M | 13k | 190.01 | |
| Vanguard Value ETF (VTV) | 1.8 | $2.5M | 15k | 172.73 | |
| Invesco Qqq Trust Series 1 (QQQ) | 1.7 | $2.4M | 5.2k | 467.74 | |
| Ishares Tr core msci intl (IDEV) | 1.5 | $2.1M | 30k | 68.78 | |
| Vanguard S&p 500 Etf idx (VOO) | 1.4 | $2.0M | 4.0k | 513.92 | |
| Dimensional Etf Trust (DFAS) | 1.2 | $1.8M | 29k | 59.74 | |
| Dimensional Etf Trust (DFEM) | 1.2 | $1.7M | 66k | 26.31 | |
| Dimensional Etf Trust (DFIV) | 1.2 | $1.7M | 44k | 39.35 | |
| DFA Tax-Managed US Marketwide Value II (DFUV) | 1.1 | $1.6M | 39k | 40.71 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.0 | $1.4M | 15k | 92.36 | |
| Vanguard Total Stock Market ETF (VTI) | 0.8 | $1.1M | 4.1k | 274.79 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.7 | $1.1M | 15k | 69.47 | |
| American Centy Etf Tr (AVLV) | 0.7 | $979k | 15k | 64.10 | |
| Visa (V) | 0.7 | $970k | 2.8k | 350.43 | |
| Dimensional Etf Trust (DFAI) | 0.6 | $835k | 27k | 31.20 | |
| Schwab Intl Small Cap Equity ETF (SCHC) | 0.6 | $791k | 22k | 35.86 | |
| JPMorgan BetaBuilders Japan ETF (BBJP) | 0.5 | $770k | 14k | 56.11 | |
| Financial Select Sector SPDR (XLF) | 0.5 | $743k | 15k | 49.79 | |
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.5 | $740k | 18k | 41.97 | |
| American Centy Etf Tr (AVDS) | 0.5 | $682k | 13k | 54.24 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.4 | $590k | 24k | 25.01 | |
| American Centy Etf Tr (AVSC) | 0.4 | $551k | 11k | 48.38 | |
| Dimensional Etf Trust (DFAT) | 0.3 | $460k | 8.9k | 51.45 | |
| JPMorgan BetaBuilders Canada ETF (BBCA) | 0.3 | $452k | 6.3k | 71.45 | |
| Allot Communications (ALLT) | 0.3 | $452k | 79k | 5.70 | |
| Vanguard Emerging Markets ETF (VWO) | 0.3 | $444k | 9.8k | 45.21 | |
| Costco Wholesale Corporation (COST) | 0.3 | $433k | 459.00 | 944.19 | |
| SPDR Gold Trust (GLD) | 0.3 | $430k | 1.5k | 288.01 | |
| Tesla Motors (TSLA) | 0.3 | $430k | 1.7k | 259.04 | |
| Danaher Corporation (DHR) | 0.3 | $416k | 2.0k | 205.13 | |
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.3 | $404k | 300.00 | 1346.67 | |
| Ares Management Corporation cl a com stk (ARES) | 0.3 | $372k | 2.5k | 146.46 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.3 | $366k | 1.2k | 308.60 | |
| Starbucks Corporation (SBUX) | 0.2 | $308k | 3.2k | 97.67 | |
| Vanguard Admiral Fds Inc equity (VOOG) | 0.2 | $296k | 886.00 | 334.09 | |
| Hartford Financial Services (HIG) | 0.2 | $287k | 2.3k | 124.03 | |
| Vanguard Mega Cap 300 Value Index ETF (MGV) | 0.2 | $283k | 2.2k | 128.52 | |
| American Centy Etf Tr (AVES) | 0.2 | $281k | 6.0k | 47.12 | |
| Vanguard Small-Cap ETF (VB) | 0.2 | $279k | 1.3k | 221.60 | |
| Dimensional Etf Trust (DFSV) | 0.2 | $278k | 9.9k | 28.13 | |
| Dimensional Etf Trust (DFAE) | 0.2 | $277k | 11k | 25.78 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.2 | $273k | 3.0k | 90.97 | |
| American Centy Etf Tr (AVNM) | 0.2 | $264k | 4.5k | 58.11 | |
| American Centy Etf Tr (AVEE) | 0.2 | $264k | 5.0k | 52.34 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $259k | 1.7k | 154.35 | |
| NVIDIA Corporation (NVDA) | 0.2 | $255k | 2.4k | 108.23 | |
| Jpmorgan Betabuilders Developed Asia-ex Japan Etf (BBAX) | 0.2 | $248k | 5.1k | 48.54 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.2 | $235k | 1.8k | 130.41 | |
| Facebook Inc cl a (META) | 0.2 | $235k | 408.00 | 575.98 | |
| Palo Alto Networks (PANW) | 0.2 | $234k | 1.4k | 169.40 | |
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $226k | 1.4k | 166.05 | |
| Digital Realty Trust (DLR) | 0.2 | $215k | 1.5k | 142.95 | |
| Spotify Technology Sa (SPOT) | 0.1 | $205k | 374.00 | 548.13 | |
| Enterprise Products Partners (EPD) | 0.1 | $201k | 5.9k | 34.13 | |
| JPMorgan BetaBuilders Europe ETF (BBEU) | 0.1 | $197k | 3.2k | 61.56 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $195k | 1.0k | 193.84 | |
| Dimensional Etf Trust (DFEV) | 0.1 | $191k | 7.1k | 26.93 | |
| American Centy Etf Tr avantis emgmkt (AVEM) | 0.1 | $190k | 3.2k | 59.94 | |
| Manager Directed Portfolios (VGSR) | 0.1 | $176k | 18k | 10.04 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $176k | 3.0k | 58.22 | |
| Ishares Tr ibnd dec25 etf (IBDQ) | 0.1 | $167k | 6.6k | 25.13 | |
| Sap (SAP) | 0.1 | $165k | 618.00 | 266.99 | |
| Procter & Gamble Company (PG) | 0.1 | $164k | 963.00 | 170.00 | |
| Johnson & Johnson (JNJ) | 0.1 | $157k | 951.00 | 165.09 | |
| Ishares Tr ibonds dec2026 (IBDR) | 0.1 | $153k | 6.3k | 24.16 | |
| Omega Healthcare Investors (OHI) | 0.1 | $152k | 4.0k | 38.00 | |
| Ferrari Nv Ord (RACE) | 0.1 | $152k | 357.00 | 425.77 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $146k | 2.2k | 66.24 | |
| AstraZeneca (AZN) | 0.1 | $144k | 2.0k | 73.36 | |
| Schwab International Equity ETF (SCHF) | 0.1 | $144k | 7.3k | 19.70 | |
| Netflix (NFLX) | 0.1 | $138k | 149.00 | 926.17 | |
| International Business Machines (IBM) | 0.1 | $138k | 557.00 | 247.76 | |
| Goldman Sachs (GS) | 0.1 | $136k | 256.00 | 531.91 | |
| Oracle Corporation (ORCL) | 0.1 | $136k | 978.00 | 139.06 | |
| Caterpillar (CAT) | 0.1 | $134k | 412.00 | 325.00 | |
| Novo Nordisk A/S (NVO) | 0.1 | $133k | 1.9k | 69.85 | |
| iShares Russell 1000 Value Index (IWD) | 0.1 | $131k | 700.00 | 187.14 | |
| Philip Morris International (PM) | 0.1 | $130k | 815.00 | 159.51 | |
| Wal-Mart Stores (WMT) | 0.1 | $130k | 1.5k | 87.84 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $127k | 520.00 | 244.23 | |
| Value Line (VALU) | 0.1 | $127k | 3.3k | 38.50 | |
| Arch Capital Group (ACGL) | 0.1 | $122k | 1.3k | 96.14 | |
| MercadoLibre (MELI) | 0.1 | $120k | 62.00 | 1935.48 | |
| Linde (LIN) | 0.1 | $111k | 239.00 | 464.44 | |
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.1 | $109k | 11k | 10.15 | |
| Pepsi (PEP) | 0.1 | $108k | 721.00 | 149.79 | |
| Atlassian Corporation Cl A (TEAM) | 0.1 | $106k | 502.00 | 211.16 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.1 | $105k | 566.00 | 185.51 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $104k | 1.5k | 70.18 | |
| Icon (ICLR) | 0.1 | $101k | 578.00 | 174.74 | |
| Etf Opportunities Trust (TSPY) | 0.1 | $100k | 4.3k | 23.33 | |
| Steris Plc Ord equities (STE) | 0.1 | $98k | 434.00 | 225.81 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $98k | 389.00 | 251.93 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $98k | 1.6k | 62.03 | |
| ICICI Bank (IBN) | 0.1 | $96k | 3.1k | 31.36 | |
| Phillips 66 (PSX) | 0.1 | $95k | 772.00 | 123.06 | |
| Asml Holding (ASML) | 0.1 | $95k | 144.00 | 659.72 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $94k | 457.00 | 205.69 | |
| Monday (MNDY) | 0.1 | $94k | 390.00 | 241.03 | |
| Coupang (CPNG) | 0.1 | $93k | 4.3k | 21.75 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $92k | 578.00 | 159.17 | |
| Progressive Corporation (PGR) | 0.1 | $92k | 326.00 | 282.21 | |
| Vanguard Growth ETF (VUG) | 0.1 | $89k | 242.00 | 367.77 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $89k | 159.00 | 559.75 | |
| Vanguard Information Technology ETF (VGT) | 0.1 | $89k | 164.00 | 542.68 | |
| Cme (CME) | 0.1 | $88k | 333.00 | 264.26 | |
| EOG Resources (EOG) | 0.1 | $88k | 690.00 | 127.54 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $87k | 359.00 | 242.34 | |
| Agilysys (AGYS) | 0.1 | $86k | 1.2k | 71.91 | |
| Piper Jaffray Companies (PIPR) | 0.1 | $86k | 350.00 | 245.71 | |
| Shopify Inc cl a (SHOP) | 0.1 | $86k | 910.00 | 94.51 | |
| Industrial SPDR (XLI) | 0.1 | $86k | 657.00 | 130.90 | |
| Boeing Company (BA) | 0.1 | $85k | 507.00 | 168.00 | |
| Knife River Corp (KNF) | 0.1 | $83k | 922.00 | 90.02 | |
| Snowflake Inc Cl A (SNOW) | 0.1 | $83k | 572.00 | 145.10 | |
| Kkr & Co (KKR) | 0.1 | $83k | 723.00 | 114.80 | |
| Ubs Group (UBS) | 0.1 | $82k | 2.7k | 30.48 | |
| Alibaba Group Holding (BABA) | 0.1 | $81k | 616.00 | 131.49 | |
| Dimensional Etf Trust (DFAU) | 0.1 | $80k | 2.1k | 38.30 | |
| Aon (AON) | 0.1 | $79k | 198.00 | 398.99 | |
| Dimensional Etf Trust (DFLV) | 0.1 | $79k | 2.6k | 30.56 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $78k | 216.00 | 361.11 | |
| Paccar (PCAR) | 0.1 | $77k | 812.00 | 95.24 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $74k | 139.00 | 532.37 | |
| Servicenow (NOW) | 0.1 | $74k | 93.00 | 795.70 | |
| Waste Connections (WCN) | 0.1 | $72k | 369.00 | 195.12 | |
| Lululemon Athletica (LULU) | 0.1 | $71k | 251.00 | 282.87 | |
| Waste Management (WM) | 0.0 | $70k | 309.00 | 226.67 | |
| Canadian Natural Resources (CNQ) | 0.0 | $68k | 2.2k | 31.05 | |
| NBT Ban (NBTB) | 0.0 | $68k | 1.6k | 42.45 | |
| Intuit (INTU) | 0.0 | $65k | 106.00 | 613.21 | |
| Norfolk Southern (NSC) | 0.0 | $64k | 270.00 | 237.04 | |
| Veralto Corp (VLTO) | 0.0 | $64k | 667.00 | 95.95 | |
| Barnes & Noble Ed (BNED) | 0.0 | $60k | 5.8k | 10.41 | |
| MetLife (MET) | 0.0 | $60k | 758.00 | 79.16 | |
| Broadcom (AVGO) | 0.0 | $59k | 356.00 | 165.73 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $59k | 820.00 | 71.95 | |
| 3M Company (MMM) | 0.0 | $57k | 387.00 | 146.67 | |
| Booking Holdings (BKNG) | 0.0 | $55k | 12.00 | 4583.33 | |
| Intel Corporation (INTC) | 0.0 | $55k | 2.5k | 22.39 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $54k | 411.00 | 131.39 | |
| Eli Lilly & Co. (LLY) | 0.0 | $54k | 66.00 | 818.18 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $54k | 268.00 | 201.49 | |
| UnitedHealth (UNH) | 0.0 | $53k | 102.00 | 519.61 | |
| At&t (T) | 0.0 | $53k | 2.0k | 26.95 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $52k | 660.00 | 78.79 | |
| Ishares Msci Global Gold Min etp (RING) | 0.0 | $50k | 1.3k | 38.14 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $49k | 212.00 | 231.13 | |
| Hubspot (HUBS) | 0.0 | $49k | 86.00 | 569.77 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $48k | 91.00 | 527.47 | |
| MasterCard Incorporated (MA) | 0.0 | $48k | 87.00 | 551.72 | |
| Howmet Aerospace (HWM) | 0.0 | $47k | 363.00 | 129.48 | |
| Eaton (ETN) | 0.0 | $47k | 173.00 | 271.68 | |
| Robinhood Mkts (HOOD) | 0.0 | $47k | 1.1k | 41.01 | |
| Uber Technologies (UBER) | 0.0 | $45k | 622.00 | 72.35 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $45k | 385.00 | 116.88 | |
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $44k | 137.00 | 321.17 | |
| Lam Research (LRCX) | 0.0 | $43k | 598.00 | 71.91 | |
| Zoom Video Communications In cl a (ZM) | 0.0 | $42k | 575.00 | 73.04 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $42k | 247.00 | 170.04 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.0 | $41k | 841.00 | 48.75 | |
| Bank of America Corporation (BAC) | 0.0 | $40k | 963.00 | 41.54 | |
| Chevron Corporation (CVX) | 0.0 | $39k | 234.00 | 166.67 | |
| iShares Gold Trust (IAU) | 0.0 | $39k | 676.00 | 57.69 | |
| iShares Russell 2000 Value Index (IWN) | 0.0 | $38k | 257.00 | 147.86 | |
| UMH Properties (UMH) | 0.0 | $37k | 2.0k | 18.50 | |
| Ford Motor Company (F) | 0.0 | $36k | 3.6k | 10.00 | |
| Synopsys (SNPS) | 0.0 | $36k | 84.00 | 428.57 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $36k | 391.00 | 92.07 | |
| Dimensional International Small Cap Value ETF (DISV) | 0.0 | $34k | 1.2k | 28.94 | |
| Vanguard Energy ETF (VDE) | 0.0 | $34k | 268.00 | 126.87 | |
| Twilio Inc cl a (TWLO) | 0.0 | $34k | 348.00 | 97.70 | |
| Goodyear Tire & Rubber Company (GT) | 0.0 | $33k | 3.6k | 9.05 | |
| Superior Uniform (SGC) | 0.0 | $32k | 3.0k | 10.67 | |
| Health Care SPDR (XLV) | 0.0 | $31k | 216.00 | 143.52 | |
| Arista Networks (ANET) | 0.0 | $30k | 392.00 | 76.53 | |
| Gitlab (GTLB) | 0.0 | $29k | 632.00 | 45.89 | |
| American Water Works (AWK) | 0.0 | $29k | 202.00 | 143.56 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $28k | 158.00 | 177.22 | |
| iShares MSCI Israel Capped Inv Mar ETF (EIS) | 0.0 | $27k | 371.00 | 72.78 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $27k | 146.00 | 184.93 | |
| Trade Desk (TTD) | 0.0 | $27k | 507.00 | 53.25 | |
| American Centy Etf Tr (AVMV) | 0.0 | $26k | 432.00 | 60.19 | |
| Newmont Mining Corporation (NEM) | 0.0 | $26k | 547.00 | 47.53 | |
| Confluent (CFLT) | 0.0 | $26k | 1.1k | 22.97 | |
| Copart (CPRT) | 0.0 | $26k | 476.00 | 54.62 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $25k | 73.00 | 342.47 | |
| DTE Energy Company (DTE) | 0.0 | $25k | 180.00 | 138.89 | |
| First Fndtn (FFWM) | 0.0 | $25k | 5.0k | 5.00 | |
| Mongodb Inc. Class A (MDB) | 0.0 | $25k | 147.00 | 170.07 | |
| Elastic N V ord (ESTC) | 0.0 | $25k | 283.00 | 88.34 | |
| Ventas (VTR) | 0.0 | $25k | 364.00 | 68.68 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $25k | 514.00 | 48.64 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $24k | 169.00 | 142.01 | |
| eBay (EBAY) | 0.0 | $24k | 356.00 | 67.42 | |
| Paypal Holdings (PYPL) | 0.0 | $24k | 379.00 | 63.32 | |
| Barrick Gold Corp (GOLD) | 0.0 | $24k | 1.2k | 19.34 | |
| Morgan Stanley (MS) | 0.0 | $23k | 203.00 | 113.30 | |
| AmerisourceBergen (COR) | 0.0 | $23k | 85.00 | 270.59 | |
| SPDR DJ Wilshire Large Cap (SPLG) | 0.0 | $23k | 352.00 | 65.34 | |
| Dimensional Etf Trust (DFAW) | 0.0 | $23k | 376.00 | 61.17 | |
| Datadog Inc Cl A (DDOG) | 0.0 | $23k | 233.00 | 98.71 | |
| Procore Technologies (PCOR) | 0.0 | $23k | 356.00 | 64.61 | |
| Ishares Bitcoin Tr (IBIT) | 0.0 | $22k | 475.00 | 46.32 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $21k | 83.00 | 253.01 | |
| Colgate-Palmolive Company (CL) | 0.0 | $21k | 230.00 | 91.30 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $20k | 261.00 | 76.63 | |
| Vicor Corporation (VICR) | 0.0 | $20k | 439.00 | 45.56 | |
| Walt Disney Company (DIS) | 0.0 | $20k | 209.00 | 95.69 | |
| Onto Innovation (ONTO) | 0.0 | $20k | 169.00 | 118.34 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $20k | 161.00 | 124.22 | |
| Micron Technology (MU) | 0.0 | $19k | 223.00 | 85.20 | |
| Ciena Corporation (CIEN) | 0.0 | $19k | 317.00 | 59.94 | |
| Weyerhaeuser Company (WY) | 0.0 | $19k | 662.00 | 28.70 | |
| Tractor Supply Company (TSCO) | 0.0 | $19k | 350.00 | 54.29 | |
| ConocoPhillips (COP) | 0.0 | $18k | 179.00 | 100.56 | |
| Guidewire Software (GWRE) | 0.0 | $18k | 99.00 | 181.82 | |
| Western Digital (WDC) | 0.0 | $18k | 466.00 | 38.63 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $17k | 65.00 | 261.54 | |
| Automatic Data Processing (ADP) | 0.0 | $17k | 56.00 | 303.57 | |
| Fidelity National Information Services (FIS) | 0.0 | $17k | 240.00 | 70.83 | |
| Penn National Gaming (PENN) | 0.0 | $17k | 1.0k | 16.30 | |
| Apple Hospitality Reit (APLE) | 0.0 | $17k | 1.4k | 12.28 | |
| salesforce (CRM) | 0.0 | $16k | 60.00 | 266.67 | |
| Dimensional Etf Trust (DFUS) | 0.0 | $16k | 267.00 | 59.93 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $16k | 34.00 | 470.59 | |
| Sba Communications Corp (SBAC) | 0.0 | $16k | 74.00 | 216.22 | |
| Full House Resorts (FLL) | 0.0 | $15k | 3.7k | 4.11 | |
| Abbvie (ABBV) | 0.0 | $15k | 73.00 | 205.48 | |
| Intercontinental Exchange (ICE) | 0.0 | $15k | 92.00 | 163.04 | |
| S&p Global (SPGI) | 0.0 | $15k | 31.00 | 483.87 | |
| Pfizer (PFE) | 0.0 | $15k | 600.00 | 25.00 | |
| Advanced Micro Devices (AMD) | 0.0 | $15k | 150.00 | 100.00 | |
| Vanguard Financials ETF (VFH) | 0.0 | $15k | 125.00 | 120.00 | |
| Workday Inc cl a (WDAY) | 0.0 | $15k | 66.00 | 227.27 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $15k | 209.00 | 71.77 | |
| Fifth Third Ban (FITB) | 0.0 | $15k | 393.00 | 38.17 | |
| Kinder Morgan (KMI) | 0.0 | $15k | 551.00 | 27.22 | |
| Amphenol Corporation (APH) | 0.0 | $14k | 212.00 | 66.04 | |
| Credo Technology Group Holding (CRDO) | 0.0 | $14k | 364.00 | 38.46 | |
| Tempus Ai (TEM) | 0.0 | $13k | 283.00 | 45.94 | |
| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.0 | $13k | 142.00 | 91.55 | |
| Emerson Electric (EMR) | 0.0 | $13k | 126.00 | 103.17 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $13k | 95.00 | 136.84 | |
| TJX Companies (TJX) | 0.0 | $13k | 107.00 | 121.50 | |
| Merck & Co (MRK) | 0.0 | $13k | 149.00 | 87.25 | |
| Lennar Corporation (LEN) | 0.0 | $13k | 120.00 | 108.33 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $12k | 194.00 | 61.86 | |
| Vanguard Russell 1000 Value Et (VONV) | 0.0 | $12k | 154.00 | 77.92 | |
| Edison International (EIX) | 0.0 | $12k | 205.00 | 58.54 | |
| Cheniere Energy (LNG) | 0.0 | $12k | 53.00 | 226.42 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $12k | 75.00 | 160.00 | |
| Allegro Microsystems Ord (ALGM) | 0.0 | $12k | 513.00 | 23.39 | |
| Network Associates Inc cl a (NET) | 0.0 | $11k | 98.00 | 112.24 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $11k | 29.00 | 379.31 | |
| Qualcomm (QCOM) | 0.0 | $11k | 77.00 | 142.86 | |
| Avis Budget (CAR) | 0.0 | $11k | 150.00 | 73.33 | |
| Pacer Fds Tr bnchmrk infra (SRVR) | 0.0 | $11k | 375.00 | 29.33 | |
| Ishares Inc msci india index (INDA) | 0.0 | $10k | 207.00 | 48.31 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $10k | 55.00 | 181.82 | |
| Abbott Laboratories (ABT) | 0.0 | $10k | 81.00 | 123.46 | |
| Home Depot (HD) | 0.0 | $10k | 29.00 | 344.83 | |
| Southern Company (SO) | 0.0 | $10k | 112.00 | 89.29 | |
| Reddit (RDDT) | 0.0 | $10k | 104.00 | 96.15 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $10k | 285.00 | 35.09 | |
| Kenvue (KVUE) | 0.0 | $10k | 449.00 | 22.27 |
