CRA Financial Services

CRA Financial Services as of March 31, 2026

Portfolio Holdings for CRA Financial Services

CRA Financial Services holds 296 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.6 $51M 201k 253.79
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.7 $37M 1.2M 30.68
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.9 $30M 1.0M 29.13
Amazon (AMZN) 3.7 $28M 136k 208.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.2 $25M 43k 577.17
NVIDIA Corporation (NVDA) 3.0 $23M 132k 174.40
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $21M 65k 320.81
Ishares Tr Core S&p500 Etf (IVV) 2.6 $20M 31k 653.21
Alphabet Cap Stk Cl A (GOOGL) 2.5 $20M 68k 287.56
Wisdomtree Tr Us Qtly Div Grt (DGRW) 2.5 $19M 217k 87.84
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $16M 76k 215.06
Microsoft Corporation (MSFT) 2.0 $16M 42k 370.17
Innovator Etfs Trust Defined Wlt Shld (BALT) 2.0 $15M 453k 33.47
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.8 $14M 22k 650.33
Spdr Series Trust State Street Spd (SDY) 1.8 $14M 94k 145.94
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 1.8 $14M 416k 32.46
Vanguard Index Fds Small Cp Etf (VB) 1.7 $13M 49k 261.92
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.3 $9.8M 104k 94.24
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $9.3M 32k 287.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $8.7M 352k 24.75
Meta Platforms Cl A (META) 1.1 $8.7M 15k 572.13
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.1 $8.3M 182k 45.62
Alphabet Cap Stk Cl C (GOOG) 1.1 $8.1M 28k 286.86
Broadcom (AVGO) 1.0 $7.7M 25k 309.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $7.3M 12k 597.53
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.9 $7.1M 140k 50.61
Exxon Mobil Corporation (XOM) 0.8 $6.0M 35k 169.66
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $5.6M 29k 191.92
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.7 $5.6M 132k 42.50
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.7 $5.4M 107k 50.37
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM) 0.7 $5.4M 158k 34.11
Home Depot (HD) 0.7 $5.3M 16k 328.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $5.1M 11k 479.18
Visa Com Cl A (V) 0.6 $4.9M 16k 302.25
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.6 $4.6M 237k 19.53
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.6 $4.4M 224k 19.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $4.3M 64k 67.53
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.6 $4.3M 53k 80.61
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $4.2M 9.9k 426.41
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $4.0M 49k 82.75
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.5 $4.0M 99k 40.86
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.5 $4.0M 79k 50.12
Capital Group New Geography SHS (CGNG) 0.5 $3.9M 124k 31.57
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $3.9M 154k 25.10
Chevron Corporation (CVX) 0.5 $3.8M 19k 206.90
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.5 $3.8M 83k 45.97
Eli Lilly & Co. (LLY) 0.5 $3.7M 4.0k 919.73
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.5 $3.5M 71k 49.75
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.5 $3.5M 76k 46.13
JPMorgan Chase & Co. (JPM) 0.4 $3.4M 12k 294.17
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $3.4M 44k 77.11
Mastercard Incorporated Cl A (MA) 0.4 $3.3M 6.6k 499.66
Ishares Tr Core High Dv Etf (HDV) 0.4 $3.3M 24k 135.72
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.4 $3.2M 157k 20.42
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.4 $3.2M 42k 75.65
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.4 $3.1M 72k 43.11
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.4 $3.1M 78k 39.80
Spdr Gold Tr Gold Shs (GLD) 0.4 $3.0M 7.0k 430.32
Marvell Technology (MRVL) 0.4 $2.9M 30k 99.05
Wisdomtree Tr Us Largecap Divd (DLN) 0.4 $2.8M 31k 89.33
T Rowe Price Etf Cap Appreciation (TCAF) 0.4 $2.8M 77k 35.59
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.4 $2.7M 64k 42.72
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.4 $2.7M 61k 44.62
Netflix (NFLX) 0.3 $2.7M 28k 96.15
Fidelity Covington Trust Enhanced Intl (FENI) 0.3 $2.7M 71k 37.20
Nextera Energy (NEE) 0.3 $2.6M 28k 92.88
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.6M 21k 124.31
Oracle Corporation (ORCL) 0.3 $2.5M 17k 147.11
Caterpillar (CAT) 0.3 $2.5M 3.5k 708.46
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.3 $2.4M 28k 84.91
Tesla Motors (TSLA) 0.3 $2.4M 6.4k 371.75
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.3 $2.3M 121k 18.66
Bank of America Corporation (BAC) 0.3 $2.2M 45k 48.75
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $2.1M 67k 30.96
Johnson & Johnson (JNJ) 0.3 $2.0M 8.4k 244.44
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $2.0M 18k 110.47
Wal-Mart Stores (WMT) 0.3 $2.0M 16k 124.28
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $2.0M 13k 148.10
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.3 $2.0M 17k 114.83
Abbvie (ABBV) 0.3 $1.9M 8.9k 217.48
Vanguard World Inf Tech Etf (VGT) 0.2 $1.9M 2.7k 697.72
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.2 $1.9M 25k 75.15
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.9M 8.8k 211.15
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $1.8M 31k 59.03
Vanguard Wellesley Income Wellington U S (VUSV) 0.2 $1.8M 29k 62.28
Ishares Tr Select Divid Etf (DVY) 0.2 $1.8M 12k 151.41
Select Sector Spdr Tr State Street Ene (XLE) 0.2 $1.7M 27k 61.26
Costco Wholesale Corporation (COST) 0.2 $1.6M 1.7k 996.25
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $1.6M 6.9k 237.63
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.5M 53k 29.08
Walt Disney Company (DIS) 0.2 $1.5M 16k 96.38
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.2 $1.5M 31k 47.08
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $1.4M 2.00 718140.00
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.2 $1.4M 19k 77.38
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.4M 20k 70.18
Lockheed Martin Corporation (LMT) 0.2 $1.4M 2.3k 604.38
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.4M 3.2k 436.79
Palo Alto Networks (PANW) 0.2 $1.4M 8.8k 160.31
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.2 $1.4M 18k 76.29
Fidelity Covington Trust Enhanced Mid (FMDE) 0.2 $1.4M 39k 35.96
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $1.4M 53k 26.20
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $1.4M 3.0k 463.24
Vanguard Index Fds Value Etf (VTV) 0.2 $1.3M 6.9k 196.20
Procter & Gamble Company (PG) 0.2 $1.3M 9.3k 144.44
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $1.3M 76k 16.72
Crowdstrike Hldgs Cl A (CRWD) 0.2 $1.3M 3.2k 390.41
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $1.3M 18k 70.91
Merck & Co (MRK) 0.2 $1.2M 10k 120.29
Palantir Technologies Cl A (PLTR) 0.2 $1.2M 8.2k 146.28
International Business Machines (IBM) 0.2 $1.2M 4.9k 242.37
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.2M 5.5k 213.67
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $1.2M 22k 52.76
McDonald's Corporation (MCD) 0.1 $1.2M 3.7k 310.76
Ishares Tr Large Cap Max Bu (MAXJ) 0.1 $1.1M 40k 28.16
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $1.1M 27k 40.10
Raytheon Technologies Corp (RTX) 0.1 $1.1M 5.6k 192.89
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $1.1M 23k 45.89
American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $1.1M 17k 62.30
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.0M 12k 88.70
Coca-Cola Company (KO) 0.1 $1.0M 13k 76.05
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ) 0.1 $1.0M 34k 29.42
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $980k 8.7k 113.11
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $973k 23k 41.83
Qualcomm (QCOM) 0.1 $962k 7.5k 128.78
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $940k 24k 38.86
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $932k 19k 48.46
Cisco Systems (CSCO) 0.1 $932k 12k 77.59
Innovator Etfs Trust Equity Defined P (ZSEP) 0.1 $931k 35k 26.72
Pepsi (PEP) 0.1 $923k 5.9k 155.30
Honeywell International (HON) 0.1 $908k 4.0k 226.02
Vanguard Malvern Fds Multi Sector (VGMS) 0.1 $871k 17k 51.00
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) 0.1 $861k 15k 56.37
Toronto Dominion Bk Ont Com New (TD) 0.1 $846k 9.1k 93.31
Constellation Energy (CEG) 0.1 $834k 3.0k 279.23
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $832k 16k 51.93
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.1 $827k 17k 48.85
Fidelity Covington Trust Enhanced Small (FESM) 0.1 $822k 22k 38.00
Boeing Company (BA) 0.1 $819k 4.1k 199.02
Ishares Tr Us Aer Def Etf (ITA) 0.1 $799k 3.7k 218.74
Fidelity Covington Trust Enhanced Large (FELV) 0.1 $799k 23k 34.91
Vanguard World Health Car Etf (VHT) 0.1 $797k 2.9k 272.33
Ishares Tr Russell 2000 Etf (IWM) 0.1 $773k 3.1k 248.01
ConocoPhillips (COP) 0.1 $762k 5.8k 132.01
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $749k 3.1k 239.99
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $743k 13k 56.68
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.1 $730k 19k 39.34
Ishares Tr Core Msci Eafe (IEFA) 0.1 $726k 8.0k 90.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $721k 11k 64.08
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.1 $715k 17k 43.06
Amgen (AMGN) 0.1 $712k 2.0k 351.85
Uber Technologies (UBER) 0.1 $708k 9.8k 71.93
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $699k 14k 51.23
Goldman Sachs (GS) 0.1 $696k 822.00 846.24
Ge Aerospace Com New (GE) 0.1 $680k 2.4k 283.81
Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.1 $680k 12k 54.62
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $671k 9.4k 71.13
Deere & Company (DE) 0.1 $667k 1.2k 563.11
McKesson Corporation (MCK) 0.1 $659k 761.00 865.36
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.1 $634k 13k 47.30
Altria (MO) 0.1 $628k 9.5k 65.99
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $619k 8.7k 71.41
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC) 0.1 $602k 18k 32.89
Ishares Gold Tr Ishares New (IAU) 0.1 $596k 6.8k 88.16
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.1 $592k 8.2k 72.60
Vertiv Holdings Com Cl A (VRT) 0.1 $583k 2.3k 250.58
Micron Technology (MU) 0.1 $583k 1.7k 337.86
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $576k 19k 30.32
Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $562k 11k 51.88
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $559k 4.2k 132.91
UnitedHealth (UNH) 0.1 $550k 2.0k 270.60
Enterprise Products Partners (EPD) 0.1 $548k 15k 37.84
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $544k 5.4k 100.62
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $541k 9.8k 55.52
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $538k 1.6k 337.95
Philip Morris International (PM) 0.1 $537k 3.3k 165.36
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $529k 4.6k 114.32
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $526k 6.8k 76.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $524k 7.0k 75.10
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.1 $516k 9.7k 53.37
Ge Vernova (GEV) 0.1 $504k 577.00 873.14
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.1 $503k 10k 49.69
Corning Incorporated (GLW) 0.1 $500k 3.7k 135.96
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $493k 13k 36.81
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $492k 12k 40.47
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $485k 10k 47.53
Innovator Etfs Trust Equity Dual Dire (DDTO) 0.1 $485k 23k 21.21
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $482k 19k 25.64
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.1 $476k 21k 23.17
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $462k 4.2k 109.69
Duke Energy Corp Com New (DUK) 0.1 $452k 3.4k 130.94
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $448k 339.00 1320.83
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) 0.1 $447k 11k 39.74
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 0.1 $447k 9.4k 47.70
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $445k 722.00 616.76
Marathon Petroleum Corp (MPC) 0.1 $442k 1.8k 244.16
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $438k 15k 29.49
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.1 $437k 15k 30.19
Advanced Micro Devices (AMD) 0.1 $431k 2.1k 203.42
Cummins (CMI) 0.1 $431k 800.00 538.08
Abbott Laboratories (ABT) 0.1 $430k 4.2k 102.66
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $427k 8.1k 52.78
Harbor Etf Trust Internatnal Comp (OSEA) 0.1 $422k 15k 28.95
Lowe's Companies (LOW) 0.1 $417k 1.8k 236.28
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.1 $417k 12k 35.41
Blackstone Group Inc Com Cl A (BX) 0.1 $408k 3.5k 114.99
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $407k 15k 27.85
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.1 $405k 7.5k 53.77
PPL Corporation (PPL) 0.1 $400k 11k 38.20
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $399k 2.7k 146.63
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $397k 1.9k 205.80
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $393k 2.4k 161.73
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 0.1 $391k 8.1k 48.00
American Intl Group Com New (AIG) 0.0 $384k 5.1k 75.25
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $384k 6.3k 61.00
Vanguard World Energy Etf (VDE) 0.0 $382k 2.2k 173.01
Linde SHS (LIN) 0.0 $368k 741.00 495.91
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $367k 3.8k 97.24
United Parcel Svcs CL B (UPS) 0.0 $364k 3.7k 98.37
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 0.0 $360k 8.4k 43.02
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $357k 2.7k 132.50
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.0 $355k 6.7k 53.33
PNC Financial Services (PNC) 0.0 $350k 1.7k 208.13
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $348k 2.7k 128.12
BP Sponsored Adr (BP) 0.0 $347k 7.4k 47.00
FedEx Corporation (FDX) 0.0 $341k 958.00 356.30
At&t (T) 0.0 $337k 12k 28.99
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $337k 2.4k 142.40
Shell Spon Ads (SHEL) 0.0 $335k 3.6k 93.00
American Centy Etf Tr Large Cap Equity (ACLC) 0.0 $330k 4.5k 73.72
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $328k 6.8k 48.05
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $325k 5.2k 62.56
General Dynamics Corporation (GD) 0.0 $323k 941.00 343.22
American Express Company (AXP) 0.0 $322k 1.1k 302.48
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $320k 8.0k 40.19
Public Service Enterprise (PEG) 0.0 $319k 3.9k 80.95
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.0 $318k 14k 22.37
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $316k 6.4k 49.37
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $315k 4.3k 73.15
Travelers Companies (TRV) 0.0 $312k 1.1k 291.68
Mfs Active Exchange Traded F Intermedite Muni (MFSM) 0.0 $311k 13k 24.86
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $304k 2.1k 144.71
Exelon Corporation (EXC) 0.0 $302k 6.2k 49.02
Fidelity Covington Trust Msci Energy Idx (FENY) 0.0 $300k 8.8k 34.02
Blackrock (BLK) 0.0 $296k 308.00 961.71
Phillips 66 (PSX) 0.0 $287k 1.6k 182.18
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.0 $279k 6.0k 46.25
Bank of New York Mellon Corporation (BK) 0.0 $278k 2.3k 118.63
Northrop Grumman Corporation (NOC) 0.0 $275k 403.00 682.24
Norfolk Southern (NSC) 0.0 $274k 954.00 287.00
Ishares Core Msci Emkt (IEMG) 0.0 $273k 3.9k 69.75
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $272k 3.5k 77.18
Spdr Series Trust State Street Spd (SPTM) 0.0 $272k 3.4k 79.06
Verizon Communications (VZ) 0.0 $271k 5.4k 50.20
Charles Schwab Corporation (SCHW) 0.0 $268k 2.9k 93.98
Citizens Financial (CFG) 0.0 $268k 4.5k 59.97
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $266k 2.2k 121.19
Innovator Etfs Trust Us Equity Accele (XBAP) 0.0 $266k 6.8k 39.14
Southern Company (SO) 0.0 $261k 2.7k 96.52
Innovator Etfs Trust Intrnl Dev Aprl (IAPR) 0.0 $259k 8.2k 31.67
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) 0.0 $259k 7.6k 33.93
Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL) 0.0 $253k 1.4k 184.89
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $246k 2.2k 111.19
Applied Materials (AMAT) 0.0 $242k 708.00 341.79
Ford Motor Company (F) 0.0 $238k 21k 11.54
Coreweave Com Cl A (CRWV) 0.0 $238k 3.1k 77.47
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $237k 2.1k 111.37
Pfizer (PFE) 0.0 $235k 8.4k 28.08
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.0 $233k 5.8k 39.94
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $232k 2.9k 79.27
Spdr Series Trust State Street Spd (TFI) 0.0 $228k 5.0k 45.34
Select Sector Spdr Tr State Street Com (XLC) 0.0 $228k 2.1k 110.86
Starbucks Corporation (SBUX) 0.0 $227k 2.5k 89.59
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $226k 1.9k 118.62
Ishares Tr Msci Eafe Etf (EFA) 0.0 $226k 2.3k 97.12
Mfs Active Exchange Traded F Value Etf (MFSV) 0.0 $225k 8.4k 26.73
Ishares Tr Invt Grd Corp Bd (LQDW) 0.0 $223k 9.2k 24.18
Ishares Tr Russell 3000 Etf (IWV) 0.0 $222k 600.00 370.68
American Electric Power Company (AEP) 0.0 $220k 1.7k 131.08
Adams Express Company (ADX) 0.0 $219k 10k 21.89
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $218k 5.2k 41.68
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $214k 833.00 257.43
Grayscale Ethereum Staking E SHS (ETHE) 0.0 $214k 13k 17.07
Citigroup Com New (C) 0.0 $214k 1.9k 113.39
MercadoLibre (MELI) 0.0 $213k 123.00 1729.02
DNP Select Income Fund (DNP) 0.0 $211k 21k 10.30
salesforce (CRM) 0.0 $208k 1.1k 186.68
Morgan Stanley Com New (MS) 0.0 $207k 1.3k 164.61
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $205k 6.2k 32.95
Innovator Etfs Trust Equity Dual Dirc (DDFS) 0.0 $201k 9.5k 21.12
Comcast Corp Cl A (CMCSA) 0.0 $200k 7.0k 28.71
Wells Fargo & Company (WFC) 0.0 $195k 2.4k 79.62
Trane Technologies SHS (TT) 0.0 $195k 467.00 416.74
Aclaris Therapeutics (ACRS) 0.0 $67k 18k 3.75
Ataibeckley Com Shs (ATAI) 0.0 $46k 13k 3.54
Cabaletta Bio (CABA) 0.0 $40k 15k 2.69
Westwater Res Com New (WWR) 0.0 $9.8k 15k 0.65