CRA Financial Services

CRA Financial Services as of June 30, 2025

Portfolio Holdings for CRA Financial Services

CRA Financial Services holds 278 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.4 $42M 203k 205.17
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.9 $32M 1.2M 26.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.6 $30M 1.0M 29.21
Amazon (AMZN) 4.5 $30M 136k 219.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.5 $23M 41k 551.64
Microsoft Corporation (MSFT) 3.1 $21M 41k 497.41
NVIDIA Corporation (NVDA) 3.1 $20M 126k 157.99
Ishares Tr Core S&p500 Etf (IVV) 2.6 $17M 28k 620.90
Vanguard Specialized Funds Div App Etf (VIG) 2.6 $17M 82k 204.67
Vanguard Index Fds Small Cp Etf (VB) 2.2 $15M 62k 236.98
Wisdomtree Tr Us Qtly Div Grt (DGRW) 2.2 $14M 169k 83.74
Spdr Series Trust S&p Divid Etf (SDY) 2.1 $14M 102k 135.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $12M 20k 617.86
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $12M 44k 279.83
Alphabet Cap Stk Cl A (GOOGL) 1.8 $12M 67k 176.23
Meta Platforms Cl A (META) 1.6 $11M 14k 738.08
Innovator Etfs Trust Defined Wlt Shld (BALT) 1.6 $10M 322k 32.08
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 1.5 $9.7M 314k 30.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $8.9M 16k 568.04
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 1.0 $6.7M 168k 40.01
Broadcom (AVGO) 1.0 $6.6M 24k 275.65
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $6.5M 293k 22.10
Home Depot (HD) 0.9 $6.0M 16k 366.64
Visa Com Cl A (V) 0.9 $5.8M 16k 355.05
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.8 $5.4M 107k 50.68
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $5.4M 30k 181.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $5.4M 11k 485.77
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM) 0.8 $5.1M 158k 32.37
Alphabet Cap Stk Cl C (GOOG) 0.8 $4.9M 28k 177.39
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $4.9M 106k 45.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $4.5M 72k 62.02
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.6 $4.1M 81k 50.75
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.6 $4.1M 198k 20.68
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $4.0M 166k 23.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $3.9M 9.1k 424.56
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.6 $3.8M 87k 44.05
Mastercard Incorporated Cl A (MA) 0.6 $3.8M 6.8k 561.96
Exxon Mobil Corporation (XOM) 0.6 $3.8M 35k 107.80
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.6 $3.7M 46k 80.11
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $3.6M 44k 82.92
Netflix (NFLX) 0.5 $3.4M 2.5k 1339.24
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.5 $3.3M 83k 40.46
JPMorgan Chase & Co. (JPM) 0.5 $3.3M 11k 289.92
Eli Lilly & Co. (LLY) 0.5 $3.1M 4.0k 779.47
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.5 $3.1M 158k 19.52
Ishares Tr Core High Dv Etf (HDV) 0.5 $3.0M 26k 117.17
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.5 $3.0M 79k 37.29
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.4 $2.7M 62k 43.85
Wisdomtree Tr Us Largecap Divd (DLN) 0.4 $2.6M 32k 82.14
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $2.6M 38k 68.21
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.4 $2.6M 131k 19.65
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.4 $2.6M 53k 48.24
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.5M 23k 109.29
Chevron Corporation (CVX) 0.4 $2.5M 17k 143.19
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.4 $2.5M 58k 42.23
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.4 $2.3M 29k 80.10
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $2.3M 82k 28.05
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.4 $2.3M 31k 75.55
Tesla Motors (TSLA) 0.4 $2.3M 7.2k 317.67
Capital Group New Geography SHS (CGNG) 0.3 $2.3M 79k 28.81
T Rowe Price Etf Cap Appreciation (TCAF) 0.3 $2.2M 63k 35.28
Bank of America Corporation (BAC) 0.3 $2.1M 45k 47.32
Walt Disney Company (DIS) 0.3 $2.1M 17k 124.01
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $2.1M 25k 84.83
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.3 $2.1M 101k 20.49
Nextera Energy (NEE) 0.3 $2.1M 30k 69.42
Spdr Gold Tr Gold Shs (GLD) 0.3 $2.0M 6.5k 304.83
Marvell Technology (MRVL) 0.3 $1.9M 25k 77.40
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.9M 4.4k 438.40
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $1.9M 20k 93.99
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.3 $1.8M 46k 39.52
Vanguard World Inf Tech Etf (VGT) 0.3 $1.8M 2.7k 663.28
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.3 $1.8M 36k 49.74
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.3 $1.8M 17k 101.23
Abbvie (ABBV) 0.3 $1.7M 9.4k 185.61
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.7M 68k 25.30
Procter & Gamble Company (PG) 0.3 $1.7M 11k 159.32
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.3 $1.7M 23k 73.57
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $1.7M 18k 91.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.6M 5.4k 303.93
Palo Alto Networks (PANW) 0.2 $1.6M 8.0k 204.64
Costco Wholesale Corporation (COST) 0.2 $1.6M 1.6k 989.94
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.6M 3.6k 440.69
Vanguard Index Fds Value Etf (VTV) 0.2 $1.6M 8.8k 176.74
Wal-Mart Stores (WMT) 0.2 $1.5M 16k 97.78
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $1.5M 37k 41.30
Crowdstrike Hldgs Cl A (CRWD) 0.2 $1.5M 2.9k 509.31
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $1.5M 2.00 728800.00
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $1.4M 6.2k 227.10
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.4M 7.1k 195.41
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.4M 15k 89.06
International Business Machines (IBM) 0.2 $1.4M 4.6k 294.78
Caterpillar (CAT) 0.2 $1.3M 3.4k 388.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.3M 9.9k 133.31
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.3M 20k 63.94
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.2 $1.3M 17k 75.71
Ishares Tr Select Divid Etf (DVY) 0.2 $1.3M 9.6k 132.81
Johnson & Johnson (JNJ) 0.2 $1.3M 8.2k 152.76
Qualcomm (QCOM) 0.2 $1.2M 7.7k 159.26
Select Sector Spdr Tr Energy (XLE) 0.2 $1.2M 14k 84.81
Ishares Tr Large Cap Max Bu (MAXJ) 0.2 $1.2M 43k 27.51
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $1.2M 62k 18.70
McDonald's Corporation (MCD) 0.2 $1.1M 3.9k 292.19
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.2 $1.1M 29k 38.01
Palantir Technologies Cl A (PLTR) 0.2 $1.1M 7.9k 136.32
Merck & Co (MRK) 0.2 $1.1M 14k 79.16
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $1.1M 16k 67.02
Lockheed Martin Corporation (LMT) 0.2 $1.1M 2.3k 463.14
Honeywell International (HON) 0.2 $995k 4.3k 232.88
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $987k 12k 81.66
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.2 $985k 25k 39.76
Innovator Etfs Trust Equity Defined P (ZSEP) 0.1 $976k 38k 25.89
Coca-Cola Company (KO) 0.1 $970k 14k 70.75
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $970k 21k 47.06
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $934k 8.5k 110.10
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.1 $929k 25k 37.42
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $919k 4.7k 194.23
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $902k 39k 23.07
Vanguard World Health Car Etf (VHT) 0.1 $898k 3.6k 248.34
UnitedHealth (UNH) 0.1 $893k 2.9k 311.97
Pepsi (PEP) 0.1 $876k 6.6k 132.03
Constellation Energy (CEG) 0.1 $872k 2.7k 322.76
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $867k 24k 35.84
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $838k 50k 16.78
Cisco Systems (CSCO) 0.1 $789k 11k 69.38
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $788k 19k 42.28
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $777k 3.2k 240.32
Raytheon Technologies Corp (RTX) 0.1 $760k 5.2k 146.02
Uber Technologies (UBER) 0.1 $752k 8.1k 93.30
Ishares Tr Core Msci Eafe (IEFA) 0.1 $745k 8.9k 83.48
United Parcel Service CL B (UPS) 0.1 $734k 7.3k 100.94
Fidelity Covington Trust Enhanced Large (FELV) 0.1 $732k 23k 31.77
American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $729k 14k 51.57
Ishares Tr Russell 2000 Etf (IWM) 0.1 $722k 3.3k 215.80
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC) 0.1 $722k 23k 31.85
Boeing Company (BA) 0.1 $721k 3.4k 209.51
Abbott Laboratories (ABT) 0.1 $698k 5.1k 136.02
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $697k 14k 51.44
Ishares Tr Us Aer Def Etf (ITA) 0.1 $685k 3.6k 188.66
Toronto Dominion Bk Ont Com New (TD) 0.1 $677k 9.2k 73.45
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $643k 10k 63.71
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $624k 9.2k 68.06
Deere & Company (DE) 0.1 $602k 1.2k 508.29
Amgen (AMGN) 0.1 $598k 2.1k 279.21
Goldman Sachs (GS) 0.1 $581k 820.00 708.04
Lowe's Companies (LOW) 0.1 $577k 2.6k 221.87
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $577k 22k 26.54
McKesson Corporation (MCK) 0.1 $571k 779.00 732.78
Philip Morris International (PM) 0.1 $569k 3.1k 182.13
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $559k 9.5k 58.59
Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.1 $557k 11k 51.01
Select Sector Spdr Tr Technology (XLK) 0.1 $539k 2.1k 253.29
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.1 $536k 12k 46.02
Ge Aerospace Com New (GE) 0.1 $532k 2.1k 257.40
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) 0.1 $519k 9.5k 54.50
Altria (MO) 0.1 $513k 8.7k 58.63
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $508k 7.3k 69.09
Coinbase Global Com Cl A (COIN) 0.1 $506k 1.4k 350.49
Oracle Corporation (ORCL) 0.1 $504k 2.3k 218.66
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $500k 9.9k 50.22
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $499k 5.5k 90.98
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.1 $499k 17k 29.18
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $495k 8.0k 61.85
Fiserv (FI) 0.1 $493k 2.9k 172.41
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) 0.1 $489k 13k 37.61
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $486k 4.6k 104.98
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.1 $481k 10k 47.13
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 0.1 $480k 11k 44.65
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $469k 7.0k 67.22
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $463k 4.2k 109.20
Harbor Etf Trust Internatnal Comp (OSEA) 0.1 $462k 16k 29.27
Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $457k 4.7k 97.73
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.1 $457k 14k 33.57
Comcast Corp Cl A (CMCSA) 0.1 $450k 13k 35.69
Enterprise Products Partners (EPD) 0.1 $448k 14k 31.01
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $443k 14k 30.68
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $432k 10k 42.27
American Intl Group Com New (AIG) 0.1 $432k 5.0k 85.59
Blackstone Group Inc Com Cl A (BX) 0.1 $430k 2.9k 149.58
ConocoPhillips (COP) 0.1 $414k 4.6k 89.75
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $406k 3.0k 134.79
Boston Scientific Corporation (BSX) 0.1 $405k 3.8k 107.41
Ishares Gold Tr Ishares New (IAU) 0.1 $401k 6.4k 62.36
Blackrock (BLK) 0.1 $399k 380.00 1049.25
Duke Energy Corp Com New (DUK) 0.1 $398k 3.4k 118.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $398k 7.0k 57.01
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $393k 16k 24.44
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.1 $388k 7.6k 50.75
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $385k 679.00 566.48
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 0.1 $380k 8.4k 45.16
Select Sector Spdr Tr Indl (XLI) 0.1 $376k 2.6k 147.54
PPL Corporation (PPL) 0.1 $375k 11k 33.89
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 0.1 $372k 9.0k 41.25
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.1 $363k 16k 23.33
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $359k 1.6k 226.49
Wells Fargo & Company (WFC) 0.1 $353k 4.4k 80.12
Public Service Enterprise (PEG) 0.1 $349k 4.2k 84.18
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $347k 3.8k 91.98
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $346k 8.1k 42.83
Paychex (PAYX) 0.1 $346k 2.4k 145.46
Select Sector Spdr Tr Financial (XLF) 0.1 $344k 6.6k 52.37
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $340k 13k 27.13
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $340k 2.4k 138.68
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $338k 2.5k 135.02
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $337k 2.7k 123.57
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $336k 5.9k 56.85
American Express Company (AXP) 0.1 $332k 1.0k 318.98
American Centy Etf Tr Large Cap Equity (ACLC) 0.1 $331k 4.6k 72.33
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $326k 2.5k 133.04
Vertiv Holdings Com Cl A (VRT) 0.0 $326k 2.5k 128.41
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $324k 2.8k 117.71
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) 0.0 $324k 11k 30.50
salesforce (CRM) 0.0 $323k 1.2k 272.58
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $320k 13k 24.54
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $314k 4.3k 72.83
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $307k 5.6k 55.10
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.0 $305k 7.0k 43.76
Travelers Companies (TRV) 0.0 $303k 1.1k 267.54
Marathon Petroleum Corp (MPC) 0.0 $301k 1.8k 166.11
Intuitive Surgical Com New (ISRG) 0.0 $295k 543.00 543.41
Grayscale Ethereum Trust Etf SHS (ETHE) 0.0 $291k 14k 20.86
Ge Vernova (GEV) 0.0 $284k 537.00 529.23
Innovator Etfs Trust Us Equity Accele (XBAP) 0.0 $283k 7.7k 36.74
MercadoLibre (MELI) 0.0 $282k 108.00 2613.63
General Dynamics Corporation (GD) 0.0 $275k 943.00 291.66
Waste Management (WM) 0.0 $274k 1.2k 228.80
Asml Holding N V N Y Registry Shs (ASML) 0.0 $271k 338.00 801.39
FedEx Corporation (FDX) 0.0 $270k 1.2k 227.37
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.0 $266k 4.1k 65.50
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $264k 2.3k 116.16
Charles Schwab Corporation (SCHW) 0.0 $264k 2.9k 91.24
Vanguard World Energy Etf (VDE) 0.0 $264k 2.2k 119.10
Starbucks Corporation (SBUX) 0.0 $260k 2.8k 91.63
Southern Company (SO) 0.0 $257k 2.8k 91.83
Shell Spon Ads (SHEL) 0.0 $254k 3.6k 70.41
Selective Insurance (SIGI) 0.0 $251k 2.9k 86.65
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $251k 2.5k 100.83
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $250k 6.2k 40.65
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.0 $250k 3.3k 74.89
Ishares Tr National Mun Etf (MUB) 0.0 $250k 2.4k 104.48
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.0 $245k 10k 24.54
Norfolk Southern (NSC) 0.0 $242k 946.00 255.97
Innovator Etfs Trust Intrnl Dev Aprl (IAPR) 0.0 $239k 8.2k 29.24
Select Sector Spdr Tr Communication (XLC) 0.0 $239k 2.2k 108.53
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $238k 837.00 284.54
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $238k 2.1k 112.00
Pfizer (PFE) 0.0 $238k 9.8k 24.24
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.0 $233k 5.7k 40.89
Ishares Tr Russell 3000 Etf (IWV) 0.0 $232k 660.00 351.00
Micron Technology (MU) 0.0 $230k 1.9k 123.25
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $230k 4.8k 47.75
Bank of New York Mellon Corporation (BK) 0.0 $228k 2.5k 91.11
Novartis Sponsored Adr (NVS) 0.0 $227k 1.9k 121.01
Exelon Corporation (EXC) 0.0 $226k 5.2k 43.42
Ishares Tr Msci Eafe Etf (EFA) 0.0 $226k 2.5k 89.40
Verizon Communications (VZ) 0.0 $225k 5.2k 43.27
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $224k 2.9k 77.34
BP Sponsored Adr (BP) 0.0 $224k 7.5k 29.93
Stryker Corporation (SYK) 0.0 $224k 566.00 395.63
PNC Financial Services (PNC) 0.0 $223k 1.2k 186.39
EOG Resources (EOG) 0.0 $223k 1.9k 119.61
Fidelity Covington Trust Msci Energy Idx (FENY) 0.0 $222k 9.5k 23.45
Linde SHS (LIN) 0.0 $221k 471.00 469.18
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.0 $220k 5.8k 37.79
Cummins (CMI) 0.0 $220k 671.00 327.50
Adams Express Company (ADX) 0.0 $217k 10k 21.71
Brown Forman Corp CL B (BF.B) 0.0 $215k 8.0k 26.91
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $215k 1.9k 115.35
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.0 $214k 1.2k 173.53
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) 0.0 $212k 5.9k 36.09
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $211k 7.0k 30.14
Adobe Systems Incorporated (ADBE) 0.0 $210k 542.00 386.88
DNP Select Income Fund (DNP) 0.0 $199k 20k 9.79
Ford Motor Company (F) 0.0 $188k 17k 10.85
Atai Life Sciences Nv SHS (ATAI) 0.0 $28k 13k 2.19
Aclaris Therapeutics (ACRS) 0.0 $25k 18k 1.42
Cabaletta Bio (CABA) 0.0 $17k 11k 1.52
Westwater Res Com New (WWR) 0.0 $9.0k 15k 0.60