Congress Wealth Management LLC / DE /

Congress Wealth Management LLC / DE / as of Dec. 31, 2022

Portfolio Holdings for Congress Wealth Management LLC / DE /

Congress Wealth Management LLC / DE / holds 555 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Technology Select Sector Spdr Etf (XLK) 4.2 $165M 1.3M 124.44
Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI) 3.1 $119M 4.2M 28.24
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 2.5 $98M 905k 108.18
Health Care Select Sector Spdr Etf (XLV) 2.5 $98M 719k 135.85
Energy Select Sector Spdr Etf (XLE) 2.5 $96M 1.1M 87.47
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS) 1.9 $75M 1.7M 45.46
Financial Select Sector Spdr Etf (XLF) 1.9 $72M 2.1M 34.20
Coca Cola Stock (KO) 1.7 $66M 1.0M 63.61
Spdr Portfolio Corporate Bond Etf Etf (SPBO) 1.6 $64M 2.2M 28.38
Apple Stock (AAPL) 1.6 $62M 479k 129.90
Consumer Discretionary Sel Sector Spdr Etf (XLY) 1.5 $58M 448k 129.16
Consumer Staples Select Sector Spdr Etf (XLP) 1.5 $58M 772k 74.55
Spdr Gold Minishares Trust Etf (GLDM) 1.3 $51M 1.4M 36.19
First Trust Managed Municipal Etf Etf (FMB) 1.3 $49M 982k 50.11
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 1.2 $48M 949k 50.04
Global X U.s. Infrastructure Development Etf Etf (PAVE) 1.1 $44M 1.7M 26.49
Ishares Msci Eafe Etf Etf (EFA) 1.1 $43M 724k 59.84
Microsoft Stock (MSFT) 1.0 $39M 163k 239.82
Franklin Ftse United Kingdom Etf Etf (FLGB) 0.9 $37M 1.6M 22.88
Ishares Msci Japan Etf Etf (EWJ) 0.9 $35M 638k 54.44
Ishares Inc Msci Emuindex Etf (EZU) 0.9 $35M 878k 39.48
Industrial Select Sector Spdr Etf (XLI) 0.8 $33M 335k 98.21
Avantis Emerging Markets Equity Etf Etf (AVEM) 0.8 $31M 607k 50.45
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.7 $29M 779k 36.97
Unitedhealth Group Stock (UNH) 0.7 $28M 53k 530.19
Ishares Dj Us Technology Etf (IYW) 0.7 $28M 370k 74.49
Ishares Inc Msci Pacific Ex-japan Etf (EPP) 0.7 $27M 629k 42.79
Home Depot Stock (HD) 0.7 $26M 84k 315.87
Costco Wholesale Corp Stock (COST) 0.7 $26M 58k 456.51
Schwab U.s. Large-cap Etf Etf (SCHX) 0.7 $26M 583k 45.15
Horizon Therapeutics Pub L Stock 0.7 $26M 225k 113.80
Visa Stock (V) 0.6 $25M 118k 207.76
Graniteshares Bloomberg Commodity Broad Strategy No K-1 Etf Etf (COMB) 0.6 $24M 1.1M 22.49
Ishares S&p U.s. Preferred Stock Etf Etf (PFF) 0.6 $24M 779k 30.53
Caterpillar Stock (CAT) 0.6 $24M 99k 239.56
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA) 0.6 $24M 478k 49.26
Communication Services Select Sector Spdr Fund Etf (XLC) 0.6 $24M 491k 47.99
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.6 $23M 510k 45.52
Jpmorgan Chase & Co Stock (JPM) 0.6 $23M 172k 134.10
Ipath Bloomberg Cmdty Tr Etn Etf (DJP) 0.6 $23M 678k 33.71
Chevron Corp Stock (CVX) 0.6 $23M 127k 179.49
Accenture Ltd Bermuda Cl A Stock (ACN) 0.6 $22M 81k 266.84
Paycom Software Stock (PAYC) 0.6 $22M 69k 310.31
Vanguard Health Care Etf Etf (VHT) 0.5 $21M 86k 248.05
Procter And Gamble Stock (PG) 0.5 $19M 125k 151.56
Ciena Corp Stock (CIEN) 0.5 $19M 369k 50.98
Sps Comm Stock (SPSC) 0.5 $19M 144k 128.43
Ishares Core Msci Eafe Etf Etf (IEFA) 0.5 $18M 288k 61.64
First Republic Bank Stock (FRCB) 0.4 $17M 137k 121.89
Fidelity Msci Financials Index Etf Etf (FNCL) 0.4 $16M 338k 47.94
Cintas Corp Stock (CTAS) 0.4 $16M 35k 451.64
Abbvie Stock (ABBV) 0.4 $16M 97k 161.61
Conocophillips Stock (COP) 0.4 $16M 133k 118.00
Tractor Supply Stock (TSCO) 0.4 $15M 68k 224.97
Chicago Mercantile Hldgs Stock (CME) 0.4 $15M 89k 168.16
Mettler Toledo Intl Incf Stock (MTD) 0.4 $15M 10k 1445.73
Zoetis Inc Com Cl A Stock (ZTS) 0.4 $15M 100k 146.55
Deckers Outdoor Stock (DECK) 0.4 $15M 36k 399.16
Google Stock (GOOGL) 0.4 $15M 164k 88.23
Qualys Stock (QLYS) 0.4 $14M 128k 112.23
Merck & Co Stock (MRK) 0.4 $14M 130k 110.95
Keysight Technologies Stock (KEYS) 0.4 $14M 84k 171.07
Nvidia Corp Stock (NVDA) 0.4 $14M 97k 146.14
Darden Restaurants Stock (DRI) 0.4 $14M 102k 138.33
Eog Resources Stock (EOG) 0.4 $14M 108k 129.52
Nextera Energy Stock (NEE) 0.4 $14M 165k 83.60
Ssga Active Etf Tr Blkstn Gsosrln Etf (SRLN) 0.3 $14M 332k 40.90
Lilly Eli & Co Stock (LLY) 0.3 $14M 37k 365.85
Johnson & Johnson Stock (JNJ) 0.3 $13M 76k 176.65
Honeywell Intl Stock (HON) 0.3 $13M 61k 214.30
Copart Stock (CPRT) 0.3 $13M 213k 60.89
O Reilly Automotive Stock (ORLY) 0.3 $13M 15k 844.03
Pepsico Stock (PEP) 0.3 $13M 71k 180.66
Franklin Ftse Japan Etf Etf (FLJP) 0.3 $13M 535k 24.04
Idex Corp Stock (IEX) 0.3 $13M 56k 228.33
Dollar Gen Corp Stock (DG) 0.3 $13M 52k 246.26
Raymond James Finl Stock (RJF) 0.3 $13M 119k 106.85
Mcdonalds Corp Stock (MCD) 0.3 $13M 48k 263.53
Diodes Stock (DIOD) 0.3 $13M 164k 76.14
Monolithic Pwr Sys Stock (MPWR) 0.3 $13M 35k 353.62
Ulta Salon Cosmetics & Fragrance Stock (ULTA) 0.3 $13M 27k 469.07
Williams Sonoma Stock (WSM) 0.3 $12M 107k 114.92
Steris Plc Shs Usd Stock (STE) 0.3 $12M 66k 184.69
Analog Devices Stock (ADI) 0.3 $12M 74k 164.03
Neurocrine Biosciences Stock (NBIX) 0.3 $12M 101k 119.44
Pool Corp Stock (POOL) 0.3 $12M 40k 302.33
Pioneer Natural Resources Stock 0.3 $12M 52k 228.40
Teledyne Technologies Stock (TDY) 0.3 $12M 30k 399.93
Ishares Russell Midcap Growth Etf Etf (IWP) 0.3 $12M 142k 83.60
Resmed Stock (RMD) 0.3 $12M 57k 208.13
Illinois Tool Wks Stock (ITW) 0.3 $12M 53k 220.31
Amgen Stock (AMGN) 0.3 $12M 45k 262.64
Amazon.com Stock (AMZN) 0.3 $12M 139k 84.00
Cooper Companies Stock 0.3 $12M 35k 330.69
Spdr S&p 500 Etf Trust Etf (SPY) 0.3 $12M 30k 382.44
Norfolk Southern Crp Stock (NSC) 0.3 $11M 46k 246.43
Martin Marietta Matls Stock (MLM) 0.3 $11M 34k 337.98
Stryker Corp Stock (SYK) 0.3 $11M 46k 244.49
Asbury Automotive Group Stock (ABG) 0.3 $11M 63k 179.25
Roper Industries Stock (ROP) 0.3 $11M 26k 432.12
Rpm Intl Stock (RPM) 0.3 $11M 114k 97.45
Synopsys Stock (SNPS) 0.3 $11M 35k 319.29
Charles Riv Labs Intl Stock (CRL) 0.3 $11M 51k 217.90
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.3 $11M 106k 104.52
Adobe Sys Stock (ADBE) 0.3 $11M 33k 336.53
Freeport Mcmoran Copper Stock (FCX) 0.3 $11M 289k 38.00
Abbott Labs Stock (ABT) 0.3 $11M 100k 109.79
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.3 $11M 129k 84.59
Avery Dennison Corp Stock (AVY) 0.3 $11M 60k 181.00
Sherwin Williams Stock (SHW) 0.3 $11M 46k 237.34
Nike Inc Class B Stock (NKE) 0.3 $11M 92k 117.01
Allstate Corp Stock (ALL) 0.3 $11M 80k 135.60
Quanta Services Stock (PWR) 0.3 $11M 75k 142.50
Ishares S&p 500 Index Etf (IVV) 0.3 $11M 28k 384.23
Colgate Palmolive Stock (CL) 0.3 $11M 136k 78.79
Cisco Sys Stock (CSCO) 0.3 $11M 224k 47.64
Eaton Corp Stock (ETN) 0.3 $10M 66k 156.95
Intuitive Surgical Stock (ISRG) 0.3 $10M 39k 265.35
United Parcel Service Stock (UPS) 0.3 $10M 59k 173.84
Lululemon Athletica Stock (LULU) 0.3 $10M 32k 320.38
Church & Dwight Stock (CHD) 0.3 $10M 125k 80.61
Northrop Grumman Corp Stock (NOC) 0.3 $10M 19k 545.64
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.3 $10M 122k 82.89
Dover Corp Stock (DOV) 0.3 $9.8M 73k 135.41
Broadridge Fin Sol Stock (BR) 0.3 $9.8M 73k 134.13
Nxp Semiconductors N V Stock (NXPI) 0.3 $9.7M 62k 158.03
Intuit Stock (INTU) 0.2 $9.6M 25k 389.23
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $9.6M 45k 214.24
Doubleline Opportunistic Bond Etf Etf (DBND) 0.2 $9.6M 210k 45.48
Ishares Russell 2000 Growth Etf Etf (IWO) 0.2 $9.4M 44k 214.52
Te Connectivity Stock 0.2 $9.3M 81k 114.80
Choice Hotels Intl Stock (CHH) 0.2 $9.2M 82k 112.64
Emcor Group Stock (EME) 0.2 $9.1M 61k 148.11
Sun Cmntys Reit (SUI) 0.2 $9.0M 63k 143.00
Saia Stock (SAIA) 0.2 $8.8M 42k 209.68
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $8.8M 225k 38.98
Powershares Etf Senior Loan Port Nyse Arca Etf (BKLN) 0.2 $8.7M 423k 20.53
Masco Corp Stock (MAS) 0.2 $8.6M 184k 46.67
Skyworks Solutions Stock (SWKS) 0.2 $8.3M 92k 91.13
Fti Consulting Stock (FCN) 0.2 $8.3M 52k 158.80
West Pharmaceutical Svsc Stock (WST) 0.2 $8.2M 35k 235.36
Entegris Stock (ENTG) 0.2 $8.1M 123k 65.59
Old Dominion Freight Line Stock (ODFL) 0.2 $8.0M 28k 283.79
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.2 $7.9M 84k 94.64
Alps Trust Etf Alerian M Etf (AMLP) 0.2 $7.9M 208k 38.07
T Rowe Price Group Stock (TROW) 0.2 $7.7M 71k 109.06
Trimble Nav Stock (TRMB) 0.2 $7.7M 152k 50.56
Floor & Decor Hldgs Inc Cl A Stock (FND) 0.2 $7.7M 110k 69.63
Servicenow Stock (NOW) 0.2 $7.6M 20k 388.28
Ishares Core Msci Emerging Mkts Etf (IEMG) 0.2 $7.6M 163k 46.70
Estee Lauder Companies Stock (EL) 0.2 $7.6M 31k 248.11
Valmont Inds Stock (VMI) 0.2 $7.5M 23k 330.68
Ishares Msci Emerging Markets Etf Etf (EEM) 0.2 $7.5M 197k 37.90
Market Vectors Gold Miners Index Etf Etf (GDX) 0.2 $7.5M 260k 28.66
Crown Castle Reit (CCI) 0.2 $7.4M 55k 135.64
Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $7.3M 146k 50.00
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) 0.2 $7.2M 267k 27.02
Akamai Tech Stock (AKAM) 0.2 $7.1M 84k 84.30
Medpace Hldgs Stock (MEDP) 0.2 $7.0M 33k 212.41
Comfort Sys Usa Stock (FIX) 0.2 $6.9M 60k 115.08
Verizon Communications Stock (VZ) 0.2 $6.7M 171k 39.40
E L F Beauty Stock (ELF) 0.2 $6.7M 122k 55.30
Schwab U.s. Small-cap Etf Etf (SCHA) 0.2 $6.6M 164k 40.51
United Rentals Stock (URI) 0.2 $6.5M 18k 355.43
Phillips 66 Stock (PSX) 0.2 $6.4M 61k 104.08
Vanguard Utilities Etf Etf (VPU) 0.2 $6.2M 41k 153.36
Summit Matls Inc Cl A Stock (SUM) 0.2 $6.1M 216k 28.39
Spdr S&p World Ex-us Etf (SPDW) 0.2 $6.1M 207k 29.69
Take-two Interactive Software Stock (TTWO) 0.2 $6.1M 59k 104.13
Broadcom Stock (AVGO) 0.2 $6.0M 11k 559.20
Ishares Tr Lehman Inter Govt Cr Bd Etf (GVI) 0.2 $6.0M 58k 102.46
Simply Good Foods Stock (SMPL) 0.2 $5.9M 155k 38.03
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.2 $5.9M 89k 65.61
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $5.8M 24k 241.91
Ishares Core U.s. Reit Etf Etf (USRT) 0.1 $5.8M 118k 49.45
Schwab International Equity Etf Etf (SCHF) 0.1 $5.8M 179k 32.21
Spdr Biotech Etf Etf (XBI) 0.1 $5.7M 69k 83.00
WNS HLDGS Adr 0.1 $5.6M 70k 79.99
Fortinet Stock (FTNT) 0.1 $5.5M 112k 48.89
Ishares Mbs Etf Etf (MBB) 0.1 $5.3M 57k 92.75
Canadian Pac Railway Stock 0.1 $5.2M 70k 74.59
Dupont De Nemours Stock (DD) 0.1 $5.1M 75k 68.63
Enpro Inds Stock (NPO) 0.1 $5.1M 47k 108.69
Supernus Pharmaceuticals Stock (SUPN) 0.1 $4.8M 134k 35.67
Dow Stock (DOW) 0.1 $4.7M 94k 50.39
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $4.7M 206k 22.72
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.1 $4.6M 72k 64.34
Applied Matls Stock (AMAT) 0.1 $4.6M 47k 97.38
Bank America Corp Stock (BAC) 0.1 $4.5M 137k 33.12
Veeva Sys Inc Cl A Stock (VEEV) 0.1 $4.4M 28k 161.38
Corteva Stock (CTVA) 0.1 $4.4M 76k 58.78
Exxon Mobil Corp Stock (XOM) 0.1 $4.4M 40k 110.31
Icf Intl Stock (ICFI) 0.1 $4.4M 44k 99.05
Amn Healthcare Svcs Stock (AMN) 0.1 $4.2M 41k 102.82
Vanguard Ftse All World Ex-us Etf Etf (VSS) 0.1 $4.2M 41k 102.81
Onto Innovation Stock (ONTO) 0.1 $4.2M 61k 68.09
Power Integrations Stock (POWI) 0.1 $4.2M 58k 71.72
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $4.1M 13k 308.92
Yeti Hldgs Stock (YETI) 0.1 $3.9M 95k 41.31
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $3.9M 44k 88.74
Lantheus Hldgs Stock (LNTH) 0.1 $3.9M 76k 50.96
Badger Meter Stock (BMI) 0.1 $3.9M 35k 109.03
Dexcom Stock (DXCM) 0.1 $3.8M 33k 113.24
Equinix Reit (EQIX) 0.1 $3.7M 5.7k 655.12
Skyline Champion Corporation Stock (SKY) 0.1 $3.7M 71k 51.51
Spdr Dj Wilshire Intl Real Est Etf (RWX) 0.1 $3.6M 136k 26.77
Boot Barn Hldgs Stock (BOOT) 0.1 $3.6M 58k 62.52
Ishares Msci Acwi Etf Etf (ACWI) 0.1 $3.6M 43k 84.88
Balchem Corp Stock (BCPC) 0.1 $3.6M 30k 122.11
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.1 $3.6M 58k 61.95
American Vanguard Corp Stock (AVD) 0.1 $3.6M 164k 21.71
Ameris Bancorp Stock (ABCB) 0.1 $3.6M 75k 47.14
Mgp Ingredients Stock (MGPI) 0.1 $3.5M 33k 106.38
Eastern Bankshares Stock (EBC) 0.1 $3.4M 197k 17.25
Churchill Downs Stock (CHDN) 0.1 $3.3M 16k 211.43
Avid Technology Stock 0.1 $3.3M 124k 26.59
Citigroup Stock (C) 0.1 $3.3M 73k 45.23
Ultragenyx Pharmaceutical Stock (RARE) 0.1 $3.3M 70k 46.33
Cohen & Steers Stock (CNS) 0.1 $3.2M 50k 64.56
Ecolab Stock (ECL) 0.1 $3.1M 21k 145.56
Ranger Oil Corporation Class A Stock 0.1 $3.1M 76k 40.43
Simpson Mfg Stock (SSD) 0.1 $3.0M 34k 88.66
Pgt Innovations Stock 0.1 $3.0M 167k 17.96
Etracs Bloomberg Commodity Index Total Return Etn Series B Etf 0.1 $3.0M 137k 21.89
Fox Factory Hldg Corp Stock (FOXF) 0.1 $3.0M 33k 91.23
Integer Hldgs Corp Stock (ITGR) 0.1 $2.9M 43k 68.46
Schwab Us Tips Etf Etf (SCHP) 0.1 $2.9M 56k 51.79
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.1 $2.9M 64k 44.98
Angel Oak Income Etf Etf (CARY) 0.1 $2.9M 143k 20.08
Deere & Co Stock (DE) 0.1 $2.9M 6.7k 428.80
Autodesk Stock (ADSK) 0.1 $2.8M 15k 186.87
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $2.7M 18k 151.65
Lowes Cos Stock (LOW) 0.1 $2.7M 14k 199.24
Schwab U.s. Reit Etf Etf (SCHH) 0.1 $2.7M 140k 19.29
Ultra Clean Hldgs Stock (UCTT) 0.1 $2.7M 82k 33.15
Spdr S&p Regional Banking Etf Etf (KRE) 0.1 $2.6M 45k 58.74
Aerovironment Stock (AVAV) 0.1 $2.6M 31k 85.66
Conmed Corp Stock (CNMD) 0.1 $2.6M 30k 88.64
Progyny Stock (PGNY) 0.1 $2.5M 82k 31.15
Vanguard S&p 500 Etf Etf (VOO) 0.1 $2.5M 7.1k 351.36
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $2.5M 59k 41.97
Perficient Stock (PRFT) 0.1 $2.5M 36k 69.83
Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Etf (GLTR) 0.1 $2.5M 28k 89.23
Jpmorgan Municipal Etf Etf (JMUB) 0.1 $2.5M 49k 49.69
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $2.4M 44k 54.49
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.1 $2.4M 39k 60.98
Pfizer Stock (PFE) 0.1 $2.4M 46k 51.24
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $2.3M 5.00 468710.80
Teleflex Incorporated Stock (TFX) 0.1 $2.3M 9.1k 249.65
Amer Software Inc Cl A Stock (LGTY) 0.1 $2.2M 152k 14.68
Ishares National Muni Bond Etf Etf (MUB) 0.1 $2.2M 21k 105.52
Enphase Energy Stock (ENPH) 0.1 $2.2M 8.3k 264.96
Blackstone Group Stock (BX) 0.1 $2.2M 30k 74.19
Core Laboratories Nv Stock 0.1 $2.2M 106k 20.27
Ishares Core International Aggregate Bond Etf Etf (IAGG) 0.1 $2.1M 44k 47.55
Techtarget Stock (TTGT) 0.1 $2.0M 46k 44.06
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) 0.1 $2.0M 25k 81.17
Mastercard Stock (MA) 0.1 $2.0M 5.8k 347.73
Uber Technologies Stock (UBER) 0.1 $2.0M 81k 24.73
Wisdomtree International Largecap Dividend Fund Etf (DOL) 0.1 $2.0M 45k 44.01
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 0.1 $2.0M 14k 135.88
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $2.0M 17k 113.96
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $1.9M 18k 105.44
Ishares Msci Frontier 100 Etf Etf (FM) 0.0 $1.9M 76k 25.47
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.0 $1.9M 33k 58.48
Draftkings Inc New Com Cl A Stock (DKNG) 0.0 $1.9M 167k 11.39
Cactus Inc Cl A Stock (WHD) 0.0 $1.9M 38k 50.26
Insulet Corp Stock (PODD) 0.0 $1.9M 6.4k 294.39
Powershares Qqq Tr Etf (QQQ) 0.0 $1.9M 7.0k 266.33
Vanguard High Dividend Yield Etf (VYM) 0.0 $1.9M 17k 108.21
Coupang Inc Cl A Stock (CPNG) 0.0 $1.8M 126k 14.71
Penumbra Stock (PEN) 0.0 $1.8M 8.1k 222.46
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC) 0.0 $1.8M 122k 14.78
Neogen Corp Stock (NEOG) 0.0 $1.8M 117k 15.23
Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 0.0 $1.8M 36k 49.23
Spdr Index Shs Fds S&p Emerging Mkts Etf Etf (SPEM) 0.0 $1.8M 54k 32.96
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI) 0.0 $1.8M 80k 22.06
Envista Holdings Corporation Stock (NVST) 0.0 $1.7M 52k 33.67
Revolve Group Inc Cl A Stock (RVLV) 0.0 $1.7M 77k 22.26
Prestige Brands Holdings Stock (PBH) 0.0 $1.7M 27k 62.60
Bjs Whsl Club Hldgs Stock (BJ) 0.0 $1.7M 26k 66.16
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG) 0.0 $1.7M 47k 35.63
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB) 0.0 $1.7M 49k 33.71
Cdw Corp Stock (CDW) 0.0 $1.6M 9.2k 178.60
Jp Morgan Alerian Mlp Etn Etf 0.0 $1.6M 75k 21.75
Taiwan Semiconductor Manufacturing Adr (TSM) 0.0 $1.6M 21k 74.49
Thermo Fisher Scientific Stock (TMO) 0.0 $1.6M 2.9k 550.69
Ishares 7-10 Yr Treasury Bond Etf Etf (IEF) 0.0 $1.6M 16k 95.78
PTC Stock (PTC) 0.0 $1.6M 13k 120.04
Curtiss Wright Corp Stock (CW) 0.0 $1.6M 9.3k 167.01
Union Pac Corp Stock (UNP) 0.0 $1.5M 7.5k 207.08
Exponent Stock (EXPO) 0.0 $1.5M 15k 99.09
Automatic Data Processing Stock (ADP) 0.0 $1.5M 6.3k 238.87
Perion Network Stock (PERI) 0.0 $1.5M 58k 25.30
Cyberark Software Stock (CYBR) 0.0 $1.5M 11k 129.65
Glacier Bancorp Stock (GBCI) 0.0 $1.5M 29k 49.42
Amphenol Corp Cl A Stock (APH) 0.0 $1.5M 19k 76.14
Werner Enterprises Stock (WERN) 0.0 $1.4M 36k 40.26
Vanguard Total Stk Mkt Etf (VTI) 0.0 $1.4M 7.6k 191.20
Weyerhaeuser Reit (WY) 0.0 $1.4M 47k 31.00
Ishares Gold Trust Etf Etf (IAU) 0.0 $1.4M 42k 34.59
Yum China Hldgs Stock (YUMC) 0.0 $1.4M 26k 54.65
Morgan Stanley Stock (MS) 0.0 $1.4M 16k 85.02
Hdfc Bank Adr (HDB) 0.0 $1.4M 20k 68.41
Ishares Russell 2000 Etf Etf (IWM) 0.0 $1.4M 7.9k 174.38
Intl Business Machines Stock (IBM) 0.0 $1.4M 9.7k 140.90
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV) 0.0 $1.3M 45k 30.19
Ishares Tips Bond Etf Etf (TIP) 0.0 $1.3M 13k 106.45
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $1.3M 27k 48.24
Sprott Gold Miners Etf Etf (SGDM) 0.0 $1.3M 53k 24.76
Repligen Corp Stock (RGEN) 0.0 $1.3M 7.7k 169.32
Air Prods & Chems Stock (APD) 0.0 $1.3M 4.2k 308.27
Ritchie Bros Auctioneers Stock 0.0 $1.3M 22k 57.83
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $1.3M 8.3k 151.86
Vanguard Ftse All-world Ex-us Etf (VEU) 0.0 $1.3M 25k 50.14
Option Care Health Stock (OPCH) 0.0 $1.2M 41k 30.09
Fabrinet Stock (FN) 0.0 $1.2M 9.6k 128.22
3M Stock (MMM) 0.0 $1.2M 10k 119.93
Terreno Rlty Corp Reit (TRNO) 0.0 $1.2M 21k 56.87
Papa Johns Intl Stock (PZZA) 0.0 $1.2M 14k 82.31
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.0 $1.2M 31k 36.93
Marketaxess Hldgs Stock (MKTX) 0.0 $1.1M 4.0k 278.94
Danaher Corp Stock (DHR) 0.0 $1.1M 4.2k 265.42
Ishares Russell 2500 Etf Etf (SMMD) 0.0 $1.1M 21k 53.14
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET) 0.0 $1.1M 91k 11.87
Ishares Inc Msci United Kingdom Index Etf (EWU) 0.0 $1.1M 35k 30.66
Highland Iboxx Senior Loan Etf Etf 0.0 $1.1M 73k 14.59
Parsons Corp Del Stock (PSN) 0.0 $1.0M 23k 46.25
Spdr Doubleline Total Return Tactical Etf Etf (TOTL) 0.0 $1.0M 26k 40.04
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.0 $1.0M 43k 23.67
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $1.0M 2.3k 442.95
Azek Co Inc Cl A Stock (AZEK) 0.0 $1.0M 50k 20.32
Novanta Stock (NOVT) 0.0 $1.0M 7.5k 135.87
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.0 $1.0M 22k 45.65
Fair Isaac Corp Stock (FICO) 0.0 $1.0M 1.7k 598.58
Market Vectors Etf Emerging Mkts Local Etf Etf (EMLC) 0.0 $998k 41k 24.23
Raytheon Technologies Corp Stock (RTX) 0.0 $997k 9.9k 100.93
Powershares Emerging Mkts Sovereign Debt Etf (PCY) 0.0 $995k 53k 18.67
Elevance Health Stock (ELV) 0.0 $984k 1.9k 513.03
Moderna Stock (MRNA) 0.0 $959k 5.3k 180.67
Tesla Stock (TSLA) 0.0 $954k 7.7k 123.18
Spdr Bloomberg International Treasury Bond Etf Etf (BWX) 0.0 $936k 42k 22.43
Ishares Tr S&p/citigroup Intl Treasury Bd Etf Etf (IGOV) 0.0 $931k 24k 39.15
Spdr Ser Tr S&p Divid Etf Etf (SDY) 0.0 $915k 7.3k 125.11
Range Resources Corp Stock (RRC) 0.0 $910k 36k 25.02
Ishares Dj Us Industrial Etf (IYJ) 0.0 $909k 9.4k 96.46
Vanguard Consumer Discretionary Etf Etf (VCR) 0.0 $900k 4.1k 219.02
Fidelity Msci Real Estate Index Etf Etf (FREL) 0.0 $892k 36k 24.81
Crane Hldgs Stock (CXT) 0.0 $887k 8.8k 100.46
Oracle Corporation Stock (ORCL) 0.0 $879k 11k 81.75
Mckesson Corp Stock (MCK) 0.0 $874k 2.3k 375.12
Asml Holding N V N Y Registry Adr (ASML) 0.0 $850k 1.6k 546.40
Goldman Sachs Group Stock (GS) 0.0 $826k 2.4k 343.38
Ishares Aggregate Bond Etf Etf (AGG) 0.0 $823k 8.5k 97.01
Rockwell Automation Stock (ROK) 0.0 $823k 3.2k 257.57
Vail Resorts Stock (MTN) 0.0 $811k 3.4k 238.39
Palo Alto Networks Stock (PANW) 0.0 $784k 5.6k 139.54
Grupo Aeropuerto Del Pacifico Spon Adr B Adr (PAC) 0.0 $770k 5.4k 143.81
Goldman Sachs Activebeta Emerging Markets Equity Etf Etf (GEM) 0.0 $769k 27k 28.31
Bristol-myers Squibb Stock (BMY) 0.0 $763k 11k 71.95
Pimco Investment Grade Corporate Bond Index Etf Etf (CORP) 0.0 $762k 8.2k 93.00
Cvs Health Corp Stock (CVS) 0.0 $754k 8.1k 93.20
Jpmorgan Betabuilders Canada Etf Etf (BBCA) 0.0 $749k 13k 57.29
Comcast Corp New Cl A Stock (CMCSA) 0.0 $748k 21k 34.97
Wells Fargo Stock (WFC) 0.0 $741k 18k 41.29
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG) 0.0 $736k 10k 73.64
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.0 $731k 22k 32.88
Meta Platforms Inc Cl A Stock (META) 0.0 $726k 6.0k 120.34
Heico Corp Stock (HEI) 0.0 $719k 4.7k 153.64
Spdr Euro Stoxx 50 Etf Etf (FEZ) 0.0 $711k 18k 38.70
Ishares 3-7 Yr Treasury Bond Etf Etf (IEI) 0.0 $708k 6.2k 114.89
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.0 $706k 5.2k 135.34
Spdr Portfolio Mortgage Backed Bond Etf Etf (SPMB) 0.0 $706k 33k 21.70
Starbucks Corp Stock (SBUX) 0.0 $699k 7.0k 99.20
Disney Walt Stock (DIS) 0.0 $696k 8.0k 86.88
Fisker Inc Cl A Com Stk Stock (FSRNQ) 0.0 $688k 95k 7.27
Marriott Intl Stock (MAR) 0.0 $677k 4.5k 148.89
Pimco 0-5 Year High Yield Corporate Bond Index Etf Etf (HYS) 0.0 $677k 7.6k 89.26
Qualcomm Stock (QCOM) 0.0 $669k 6.1k 109.95
Berkshire Grey Inc Com Cl A Stock 0.0 $654k 1.1M 0.60
Simon Property Group Reit (SPG) 0.0 $654k 5.6k 117.48
Cigna Corp Stock (CI) 0.0 $646k 2.0k 331.42
H World Group Adr (HTHT) 0.0 $626k 15k 42.42
Advanced Micro Devices Stock (AMD) 0.0 $625k 9.6k 64.77
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $624k 11k 58.50
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $617k 7.3k 84.80
Micron Technology Stock (MU) 0.0 $615k 12k 49.98
Boeing Stock (BA) 0.0 $607k 3.2k 190.52
Sensata Technologies Hldg Stock (ST) 0.0 $601k 15k 40.38
Hershey Stock (HSY) 0.0 $592k 2.6k 231.57
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.0 $592k 14k 42.50
Vanguard Reit Index Etf Etf (VNQ) 0.0 $565k 6.9k 82.49
American Tower Corp Reit (AMT) 0.0 $563k 2.7k 211.86
American Express Stock (AXP) 0.0 $552k 3.7k 147.79
Ishares Russell 3000 Etf Etf (IWV) 0.0 $541k 2.5k 220.68
Infosys Technologies Ltd Spons Adr Repstg 1/2 Equity Sh Adr (INFY) 0.0 $540k 30k 18.01
Lemaitre Vascular Stock (LMAT) 0.0 $535k 12k 46.02
Dimensional Us Small Cap Etf Etf (DFAS) 0.0 $533k 10k 51.15
Schlumberger Ltd Com Stk Stock (SLB) 0.0 $522k 9.8k 53.46
Gallagher Arthur J &co Stock (AJG) 0.0 $519k 2.8k 188.54
Netflix Stock (NFLX) 0.0 $514k 1.7k 294.88
Salesforce Stock (CRM) 0.0 $513k 3.9k 132.59
Tjx Cos Stock (TJX) 0.0 $512k 6.4k 79.61
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $510k 5.7k 90.00
Boston Scientific Corp Stock (BSX) 0.0 $510k 11k 46.27
Walmart Stock (WMT) 0.0 $508k 3.6k 141.82
Chubb Stock (CB) 0.0 $503k 2.3k 220.60
Descartes Sys Group Stock (DSGX) 0.0 $492k 7.1k 69.65
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.0 $483k 8.9k 54.27
The Trade Desk Inc Com Cl A Stock (TTD) 0.0 $481k 11k 44.83
Ameriprise Finl Stock (AMP) 0.0 $476k 1.5k 311.37
Angel Oak Ultrashort Income Etf Etf (UYLD) 0.0 $476k 9.5k 50.21
Teradyne Stock (TER) 0.0 $472k 5.4k 87.35
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.0 $467k 4.7k 100.14
Linde Stock 0.0 $465k 1.4k 326.18
Target Corp Stock (TGT) 0.0 $463k 3.1k 149.07
Blackrock Corpor Hi Yld Cef (HYT) 0.0 $461k 53k 8.74
Philip Morris Intl Stock (PM) 0.0 $459k 4.5k 101.21
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.0 $457k 18k 25.13
Ishares Credit Bond Etf Etf (USIG) 0.0 $455k 9.3k 49.11
Ishares 20 Yr Treasury Etf Etf (TLT) 0.0 $449k 4.5k 99.59
Altria Group Stock (MO) 0.0 $444k 9.7k 45.71
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.0 $442k 11k 42.20
Intel Corp Stock (INTC) 0.0 $440k 17k 26.43
Toronto Dominion Bank Stock (TD) 0.0 $427k 6.6k 64.76
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.0 $423k 4.5k 94.51
P T Telekomunikasi Indonesia Adr (TLK) 0.0 $419k 18k 23.85
Advanced Drain Sys Inc Del Stock (WMS) 0.0 $417k 5.1k 81.98
Edwards Lifesciences Corp Stock (EW) 0.0 $416k 5.6k 74.61
Enel Chile Adr (ENIC) 0.0 $413k 184k 2.25
J M Smucker Stock (SJM) 0.0 $410k 2.6k 158.49
Spdr Msci Usa Gender Diversity Etf Etf (SHE) 0.0 $409k 5.2k 78.79
Goldman Sachs Access Ultra Short Bond Etf Etf (GSST) 0.0 $407k 8.2k 49.56
At&t Stock (T) 0.0 $402k 22k 18.41
Paypal Hldgs Stock (PYPL) 0.0 $401k 5.6k 71.22
Vanguard Total Bond Market Etf Etf (BND) 0.0 $398k 5.5k 71.84
Franklin U.s. Treasury Bond Etf Etf (FLGV) 0.0 $392k 19k 20.70
First Trust Tcw Securitized Plus Etf Etf (DEED) 0.0 $391k 19k 21.09
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) 0.0 $389k 9.4k 41.23
Hartford Multifactor Developed Markets Etf (RODM) 0.0 $388k 16k 24.79
Ishares Msci Global Sustainable Development Goals Etf Etf (SDG) 0.0 $387k 4.9k 78.91
Installed Bldg Prods Stock (IBP) 0.0 $386k 4.5k 85.60
Becton Dickinson & Co Stock (BDX) 0.0 $386k 1.5k 254.40
Gilead Sciences Stock (GILD) 0.0 $384k 4.5k 85.85
Sealed Air Corp Stock (SEE) 0.0 $383k 7.7k 49.88
First Trust Utilities Alphadex Fund Etf (FXU) 0.0 $381k 12k 33.21
General Electric Stock (GE) 0.0 $378k 4.5k 83.79
Global X Conscious Companies Etf Etf (KRMA) 0.0 $376k 14k 27.69
Alibaba Group Hldg Adr (BABA) 0.0 $372k 4.2k 88.09
Vanguard Materials Etf Etf (VAW) 0.0 $372k 2.2k 170.25
Ishares U.s. Consumer Staples Etf Etf (IYK) 0.0 $371k 1.8k 202.78
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.0 $367k 13k 28.89
Pioneer Floating Rate Fund Cef (PHD) 0.0 $367k 42k 8.77
Vanguard Mid-cap Etf Etf (VO) 0.0 $364k 1.8k 203.81
Jd.com Inc Spon Adr Cl A Adr (JD) 0.0 $356k 6.3k 56.13
Pnc Finl Svcs Group Stock (PNC) 0.0 $353k 2.2k 157.97
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.0 $347k 5.4k 63.98
Vanguard Information Technology Etf (VGT) 0.0 $342k 1.1k 319.41
Blackrock Stock 0.0 $337k 476.00 708.63
Ishares Esg Screened S&p Mid-cap Etf Etf (XJH) 0.0 $335k 10k 32.80
Clearway Energy Inc Cl C Stock (CWEN) 0.0 $335k 11k 31.87
Texas Instrs Stock (TXN) 0.0 $329k 2.0k 165.22
Vanguard Small Cap Etf Etf (VB) 0.0 $325k 1.8k 183.54
Align Technology Stock (ALGN) 0.0 $325k 1.5k 210.90
Marsh & Mclennan Cos Stock (MMC) 0.0 $323k 2.0k 165.48
Icici Bank Adr (IBN) 0.0 $320k 15k 21.89
Lockheed Martin Corp Stock (LMT) 0.0 $316k 650.00 486.49
First Trust Senior Loan Fund Etf (FTSL) 0.0 $314k 7.0k 44.59
Consolidated Edison Stock (ED) 0.0 $314k 3.3k 95.31
Hca Stock (HCA) 0.0 $311k 1.3k 239.96
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.0 $310k 1.2k 256.51
Canadian National Railway Stock (CNI) 0.0 $309k 2.6k 118.88
Ametek Stock (AME) 0.0 $308k 2.2k 139.72
Realty Income Corp Reit (O) 0.0 $308k 4.8k 63.44
Matthews Intl Corp Cl A Stock (MATW) 0.0 $304k 10k 30.44
Epam Sys Stock (EPAM) 0.0 $304k 927.00 327.74
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.0 $302k 9.8k 30.66
Eversource Energy Stock (ES) 0.0 $302k 3.6k 83.84
Schwab Fundamental International Large Co. Index Etf Etf (FNDF) 0.0 $300k 10k 29.07
Globant S A Stock (GLOB) 0.0 $299k 1.8k 168.16
Ishares Esg Advanced High Yield Corporate Bond Etf Etf (HYXF) 0.0 $297k 6.9k 43.22
Centene Corp Del Stock (CNC) 0.0 $293k 3.6k 82.01
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.0 $293k 6.2k 47.29
Lam Research Corp Stock 0.0 $292k 695.00 420.30
Championx Corporation Stock (CHX) 0.0 $289k 10k 28.99
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 0.0 $287k 5.8k 49.82
Booking Holdings Stock (BKNG) 0.0 $286k 142.00 2015.27
Jinkosolar Hldg Adr (JKS) 0.0 $286k 7.0k 40.88
L3harris Technologies Stock (LHX) 0.0 $284k 1.4k 208.21
Ishares Tr Russell 1000 Index Etf Etf (IWB) 0.0 $284k 1.3k 210.52
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $282k 3.3k 85.50
General Mls Stock (GIS) 0.0 $281k 3.4k 83.85
Spdr Bloomberg International Corporate Bond Etf Etf (IBND) 0.0 $281k 10k 27.72
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $279k 3.9k 72.11
Williams Cos Stock (WMB) 0.0 $277k 8.4k 32.90
Halliburton Stock (HAL) 0.0 $276k 7.0k 39.35
Ready Capital Corp Reit (RC) 0.0 $275k 25k 11.14
Idexx Labs Stock (IDXX) 0.0 $275k 672.00 408.55
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $271k 7.9k 34.53
Bar Hbr Bankshares Stock (BHB) 0.0 $265k 8.3k 32.04
Vanguard Large-cap Etf Etf (VV) 0.0 $264k 1.5k 174.20
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.0 $262k 4.3k 60.36
Dominion Resources Stock (D) 0.0 $258k 4.2k 61.33
M & T Bk Corp Stock (MTB) 0.0 $257k 1.8k 145.06
Enterprise Prods Partners Stock (EPD) 0.0 $257k 11k 24.12
Ishares Tr Russell Midcap Index Etf (IWR) 0.0 $257k 3.8k 67.45
Aon Corp Stock (AON) 0.0 $256k 853.00 300.14
Fiserv Stock (FI) 0.0 $256k 2.5k 101.07
Makemytrip Limited Mauritius Stock (MMYT) 0.0 $252k 9.1k 27.57
Corning Stock (GLW) 0.0 $245k 7.7k 31.94
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 0.0 $244k 1.7k 141.25
Travelers Companies Stock (TRV) 0.0 $242k 1.3k 187.49
Mercadolibre Stock (MELI) 0.0 $241k 285.00 846.24
Vanguard Growth Etf Etf (VUG) 0.0 $241k 1.1k 213.30
Vertex Pharmaceuticals In Stock (VRTX) 0.0 $239k 826.00 289.02
Suncor Energy Com Npv Isin Ca8672291066 Sedol 2861142exchanged For One Shar Stock (SU) 0.0 $235k 7.4k 31.73
British American Tobacco Adr (BTI) 0.0 $234k 5.9k 39.98
Vanguard Financials Etf Etf (VFH) 0.0 $229k 2.8k 82.73
Carrier Global Corporation Stock (CARR) 0.0 $229k 5.5k 41.25
Garmin Stock (GRMN) 0.0 $228k 2.5k 92.29
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.0 $227k 4.5k 50.13
Waste Management Stock (WM) 0.0 $225k 1.4k 156.94
Fidelity Msci Communication Services Index Etf Etf (FCOM) 0.0 $225k 7.2k 31.06
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB) 0.0 $221k 7.8k 28.40
Vanguard Consumer Staples Etf Etf (VDC) 0.0 $218k 1.1k 191.57
Ishares Floating Rate Bond Etf Etf (FLOT) 0.0 $218k 4.3k 50.33
Ishares Russell Midcap Value Index Etf (IWS) 0.0 $217k 2.1k 105.34
Ark Innovation Etf Etf (ARKK) 0.0 $215k 6.9k 31.24
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.0 $210k 4.5k 46.26
Southern Stock (SO) 0.0 $209k 2.9k 71.41
Agilent Tech Stock (A) 0.0 $209k 1.4k 149.65
Ishares Esg Advanced Msci Em Etf Etf (EMXF) 0.0 $208k 6.1k 34.05
Charter Communications Inc New Cl A Stock (CHTR) 0.0 $208k 612.00 339.10
Global Payments Stock (GPN) 0.0 $207k 2.1k 99.32
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL) 0.0 $207k 6.6k 31.48
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $206k 2.9k 70.50
Ishares S&p Smallcap 600 Growth Etf Etf (IJT) 0.0 $206k 1.9k 108.07
Aflac Stock (AFL) 0.0 $205k 2.9k 71.94
Ishares Dj Select Dividend Etf (DVY) 0.0 $205k 1.7k 120.67
Vaneck Green Bond Etf Etf (GRNB) 0.0 $205k 8.9k 22.99
Flex Ltd Ord Stock (FLEX) 0.0 $203k 9.5k 21.46
Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD) 0.0 $202k 9.3k 21.77
Snowflake Inc Cl A Stock (SNOW) 0.0 $202k 1.4k 143.54
Cohen & Steers Closed-end Oppo Cef (FOF) 0.0 $200k 19k 10.45
Genworth Finl Inc Com Cl A Stock (GNW) 0.0 $185k 35k 5.29
Citizens Cmnty Bancorp Inc Md Stock (CZWI) 0.0 $180k 15k 12.03
Centrais Eletricas Brasileiras Spon Adr Pfd B Adr (EBR.B) 0.0 $177k 22k 8.20
Eaton Vance Ltd Duration Income Cef (EVV) 0.0 $141k 15k 9.39
Opendoor Technologies Stock (OPEN) 0.0 $138k 119k 1.16
Ford Motor Company Stock (F) 0.0 $118k 10k 11.63
Casa Sys Stock 0.0 $105k 39k 2.73
23andme Holding Co Class A Stock 0.0 $100k 46k 2.16
Lumen Technologies Stock (LUMN) 0.0 $56k 11k 5.22
Canopy Growth Corp Stock 0.0 $27k 11k 2.33
Contextlogic Inc Com Cl A Stock 0.0 $18k 38k 0.49