Cranbrook Wealth Management

Cranbrook Wealth Management as of June 30, 2025

Portfolio Holdings for Cranbrook Wealth Management

Cranbrook Wealth Management holds 400 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
Ishares Tr Core S&p500 Etf (IVV) 11.3 $53M 85k 620.90
Vanguard Bd Index Fds Intermed Term (BIV) 10.8 $51M 655k 77.34
Ishares Tr Core Msci Eafe (IEFA) 7.3 $34M 410k 83.48
Vanguard Index Fds Mid Cap Etf (VO) 6.2 $29M 105k 279.83
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.3 $20M 411k 49.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.8 $13M 600k 22.10
Vanguard Index Fds Growth Etf (VUG) 2.8 $13M 30k 438.40
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $12M 112k 109.29
Vanguard Index Fds Large Cap Etf (VV) 2.4 $11M 39k 285.30
Vanguard Index Fds Value Etf (VTV) 2.2 $11M 59k 176.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $9.6M 195k 49.46
Ishares Tr Eafe Grwth Etf (EFG) 2.0 $9.3M 83k 112.00
Select Sector Spdr Tr Technology (XLK) 1.7 $8.1M 32k 253.23
Ishares Gold Tr Ishares New (IAU) 1.7 $8.0M 129k 62.36
Spdr Gold Tr Gold Shs (GLD) 1.7 $7.9M 26k 304.83
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.6 $7.5M 155k 48.65
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.5 $7.2M 25k 284.39
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.5 $7.0M 42k 164.46
Ishares Tr S&p 500 Grwt Etf (IVW) 1.5 $6.8M 62k 110.10
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.3 $6.2M 77k 80.65
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $6.0M 76k 78.70
Ishares Tr Tips Bd Etf (TIP) 1.1 $5.2M 47k 110.04
Apple (AAPL) 1.1 $5.2M 25k 205.17
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $5.1M 83k 62.02
Ishares Tr S&p 500 Val Etf (IVE) 1.1 $4.9M 25k 195.42
Ishares Tr Eafe Value Etf (EFV) 0.9 $4.4M 69k 63.48
Ishares Tr Esg Msci Kld 400 (DSI) 0.9 $4.3M 37k 116.16
Ishares Core Msci Emkt (IEMG) 0.9 $4.1M 68k 60.03
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.8 $3.8M 31k 123.58
Ishares Tr S&p Mc 400gr Etf (IJK) 0.8 $3.7M 41k 90.98
Microsoft Corporation (MSFT) 0.8 $3.6M 7.3k 497.42
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.8 $3.6M 44k 81.66
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $3.5M 18k 195.01
Ishares Tr Rus 1000 Etf (IWB) 0.7 $3.4M 10k 339.56
Ishares Tr Russell 2000 Etf (IWM) 0.7 $3.3M 15k 215.79
JPMorgan Chase & Co. (JPM) 0.7 $3.3M 11k 289.91
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.7 $3.1M 11k 276.95
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $2.9M 57k 50.27
Abbvie (ABBV) 0.6 $2.6M 14k 185.62
Vanguard Index Fds Small Cp Etf (VB) 0.5 $2.4M 10k 236.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.2M 3.6k 617.85
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.5 $2.2M 24k 89.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $2.1M 37k 57.01
Stryker Corporation (SYK) 0.4 $1.9M 4.8k 395.63
Abbott Laboratories (ABT) 0.4 $1.7M 13k 136.01
Spdr Series Trust Portfli Intrmdit (SPTI) 0.3 $1.6M 56k 28.77
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.6M 12k 133.04
Ishares Tr National Mun Etf (MUB) 0.3 $1.5M 15k 104.48
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.5M 11k 135.30
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $1.5M 31k 47.54
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $1.4M 14k 99.49
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $1.4M 10k 134.80
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $1.4M 10k 138.68
International Business Machines (IBM) 0.3 $1.3M 4.3k 294.76
NVIDIA Corporation (NVDA) 0.2 $1.1M 6.7k 158.00
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $995k 4.9k 204.67
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $994k 20k 49.03
Amazon (AMZN) 0.2 $938k 4.3k 219.39
Ishares Tr Esg Aware Msci (ESML) 0.2 $901k 22k 41.33
Ecolab (ECL) 0.2 $896k 3.3k 269.44
DTE Energy Company (DTE) 0.2 $866k 6.5k 132.45
Raytheon Technologies Corp (RTX) 0.2 $865k 5.9k 146.02
Caterpillar (CAT) 0.2 $865k 2.2k 388.21
Watsco, Incorporated (WSO) 0.2 $832k 1.9k 441.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $736k 1.3k 568.03
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $729k 1.00 728800.00
Vulcan Materials Company (VMC) 0.2 $728k 2.8k 260.82
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.1 $680k 20k 34.10
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $661k 14k 48.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $660k 9.8k 67.22
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $646k 7.0k 91.97
Applied Materials (AMAT) 0.1 $640k 3.5k 183.08
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $632k 8.7k 72.69
Southern Company (SO) 0.1 $554k 6.0k 91.83
Cisco Systems (CSCO) 0.1 $506k 7.3k 69.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $500k 1.0k 485.77
Johnson & Johnson (JNJ) 0.1 $487k 3.2k 152.75
Steris Shs Usd (STE) 0.1 $487k 2.0k 240.22
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $483k 1.7k 285.84
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $477k 13k 37.96
Ishares Tr High Yld Systm B (HYDB) 0.1 $463k 9.7k 47.47
Home Depot (HD) 0.1 $455k 1.2k 366.52
First Merchants Corporation (FRME) 0.1 $439k 12k 38.30
Northrop Grumman Corporation (NOC) 0.1 $436k 871.00 499.98
Pepsi (PEP) 0.1 $429k 3.2k 132.04
Thermo Fisher Scientific (TMO) 0.1 $423k 1.0k 405.46
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $419k 4.8k 87.81
Vanguard World Materials Etf (VAW) 0.1 $399k 2.0k 194.80
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $397k 3.0k 132.14
Alcon Ord Shs (ALC) 0.1 $386k 4.4k 88.28
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $384k 9.3k 41.42
Danaher Corporation (DHR) 0.1 $364k 1.8k 197.54
Dt Midstream Common Stock (DTM) 0.1 $342k 3.1k 109.91
McDonald's Corporation (MCD) 0.1 $335k 1.1k 292.17
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.1 $328k 11k 29.29
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $323k 37k 8.75
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $314k 2.3k 135.04
Coinbase Global Com Cl A (COIN) 0.1 $313k 892.00 350.49
Exxon Mobil Corporation (XOM) 0.1 $289k 2.7k 107.82
Alphabet Cap Stk Cl A (GOOGL) 0.1 $287k 1.6k 176.21
Merck & Co (MRK) 0.1 $280k 3.5k 79.16
Occidental Petroleum Corporation (OXY) 0.1 $266k 6.3k 42.01
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $263k 866.00 303.84
Paychex (PAYX) 0.1 $256k 1.8k 145.46
Marvell Technology (MRVL) 0.1 $254k 3.3k 77.40
Wal-Mart Stores (WMT) 0.1 $252k 2.6k 97.77
Ishares Cur Hd Msci Em (HEEM) 0.1 $246k 8.2k 30.10
Hologic (HOLX) 0.1 $246k 3.8k 65.16
Consolidated Edison (ED) 0.1 $236k 2.3k 100.35
Ishares Tr Msci Eafe Etf (EFA) 0.0 $231k 2.6k 89.40
Oracle Corporation (ORCL) 0.0 $231k 1.1k 218.63
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $230k 5.4k 42.60
Ishares Esg Awr Msci Em (ESGE) 0.0 $230k 5.9k 39.17
Goldman Sachs (GS) 0.0 $224k 317.00 707.75
American Electric Power Company (AEP) 0.0 $219k 2.1k 103.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $217k 2.4k 89.06
Vanguard World Inf Tech Etf (VGT) 0.0 $208k 314.00 663.28
IDEXX Laboratories (IDXX) 0.0 $199k 371.00 536.34
Xcel Energy (XEL) 0.0 $198k 2.9k 68.10
Eli Lilly & Co. (LLY) 0.0 $193k 247.00 779.53
Yum! Brands (YUM) 0.0 $189k 1.3k 148.17
Philip Morris International (PM) 0.0 $185k 1.0k 182.14
Ford Motor Company (F) 0.0 $183k 17k 10.85
Ishares Tr Select Divid Etf (DVY) 0.0 $170k 1.3k 132.81
Old Dominion Freight Line (ODFL) 0.0 $167k 1.0k 162.30
Chevron Corporation (CVX) 0.0 $166k 1.2k 143.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $157k 285.00 551.64
Meta Platforms Cl A (META) 0.0 $156k 211.00 738.61
At&t (T) 0.0 $155k 5.3k 28.94
Intel Corporation (INTC) 0.0 $154k 6.9k 22.40
Arbor Realty Trust (ABR) 0.0 $150k 14k 10.70
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $149k 1.6k 92.59
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $147k 3.0k 49.64
Duke Energy Corp Com New (DUK) 0.0 $146k 1.2k 118.00
Advanced Micro Devices (AMD) 0.0 $145k 1.0k 141.90
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $141k 650.00 217.33
Automatic Data Processing (ADP) 0.0 $141k 457.00 308.57
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $138k 1.4k 99.20
Tesla Motors (TSLA) 0.0 $136k 427.00 317.66
Intuitive Surgical Com New (ISRG) 0.0 $133k 244.00 544.30
Costco Wholesale Corporation (COST) 0.0 $131k 132.00 990.70
Workday Cl A (WDAY) 0.0 $128k 534.00 240.00
Eaton Corp SHS (ETN) 0.0 $127k 356.00 356.99
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.0 $126k 902.00 140.00
Ishares Tr Core Div Grwth (DGRO) 0.0 $126k 2.0k 63.94
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $125k 1.3k 94.74
Select Sector Spdr Tr Energy (XLE) 0.0 $124k 1.5k 84.83
Morgan Stanley Com New (MS) 0.0 $123k 872.00 140.88
Rocket Cos Com Cl A (RKT) 0.0 $123k 8.6k 14.18
Lockheed Martin Corporation (LMT) 0.0 $119k 256.00 463.14
Illinois Tool Works (ITW) 0.0 $118k 477.00 247.25
T Rowe Price Etf Floating Rate (TFLR) 0.0 $118k 2.3k 51.42
Wells Fargo & Company (WFC) 0.0 $114k 1.4k 80.12
Broadcom (AVGO) 0.0 $113k 409.00 275.65
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $112k 2.0k 56.48
Pfizer (PFE) 0.0 $109k 4.5k 24.24
Ishares Tr Esg Optimized (SUSA) 0.0 $108k 853.00 126.71
Marathon Petroleum Corp (MPC) 0.0 $108k 650.00 166.11
Truist Financial Corp equities (TFC) 0.0 $105k 2.4k 42.99
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $101k 2.0k 51.02
Alps Etf Tr Reit Divide Dogs (RDOG) 0.0 $100k 3.8k 26.62
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.0 $99k 16k 6.24
Ishares Tr Russell 3000 Etf (IWV) 0.0 $97k 275.00 351.00
Procter & Gamble Company (PG) 0.0 $93k 583.00 159.39
First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.0 $92k 1.8k 50.43
Walt Disney Company (DIS) 0.0 $91k 735.00 124.01
CenterPoint Energy (CNP) 0.0 $91k 2.5k 36.74
PennyMac Mortgage Investment Trust (PMT) 0.0 $90k 7.0k 12.86
Alphabet Cap Stk Cl C (GOOG) 0.0 $89k 501.00 177.45
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $87k 1.0k 83.00
Altria (MO) 0.0 $85k 1.4k 58.63
Vanguard World Health Car Etf (VHT) 0.0 $84k 340.00 248.34
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $84k 830.00 101.23
Bristol Myers Squibb (BMY) 0.0 $81k 1.7k 46.29
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $75k 1.8k 42.59
Blackrock (BLK) 0.0 $75k 71.00 1049.25
Enbridge (ENB) 0.0 $73k 1.6k 45.32
Comerica Incorporated (CMA) 0.0 $71k 1.2k 59.65
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.0 $68k 763.00 88.75
Honeywell International (HON) 0.0 $68k 290.00 232.88
Netflix (NFLX) 0.0 $67k 50.00 1339.14
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.0 $64k 808.00 79.76
Vanguard World Mega Grwth Ind (MGK) 0.0 $63k 171.00 366.18
Verizon Communications (VZ) 0.0 $61k 1.4k 43.27
Qualcomm (QCOM) 0.0 $61k 382.00 159.26
CMS Energy Corporation (CMS) 0.0 $61k 873.00 69.28
Yum China Holdings (YUMC) 0.0 $60k 1.3k 44.71
Boeing Company (BA) 0.0 $59k 282.00 209.53
Huntington Bancshares Incorporated (HBAN) 0.0 $59k 3.5k 16.76
Medtronic SHS (MDT) 0.0 $57k 654.00 87.17
Coca-Cola Company (KO) 0.0 $57k 800.00 70.75
Cadence Design Systems (CDNS) 0.0 $56k 180.00 308.15
Ishares Tr Global Mater Etf (MXI) 0.0 $54k 636.00 85.52
Mobileye Global Common Class A (MBLY) 0.0 $54k 3.0k 17.98
Lam Research Corp Com New (LRCX) 0.0 $54k 550.00 97.34
Vanguard World Industrial Etf (VIS) 0.0 $52k 187.00 280.07
Hershey Company (HSY) 0.0 $52k 314.00 165.95
Starbucks Corporation (SBUX) 0.0 $51k 560.00 91.67
Citigroup Com New (C) 0.0 $51k 595.00 85.12
Spdr Series Trust S&p Biotech (XBI) 0.0 $48k 576.00 82.93
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $46k 749.00 60.94
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $45k 623.00 72.68
Artisan Partners Asset Mgmt Cl A (APAM) 0.0 $44k 1.0k 44.33
Six Flags Entertainment Corp (FUN) 0.0 $44k 1.4k 30.42
United Sts Brent Oil Unit (BNO) 0.0 $44k 1.5k 29.19
Northwest Natural Holdin (NWN) 0.0 $44k 1.1k 39.72
National Fuel Gas (NFG) 0.0 $43k 506.00 84.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $43k 100.00 424.58
Vanguard World Energy Etf (VDE) 0.0 $42k 356.00 119.12
Texas Instruments Incorporated (TXN) 0.0 $39k 189.00 207.62
MGM Resorts International. (MGM) 0.0 $38k 1.1k 34.39
Bank of America Corporation (BAC) 0.0 $37k 782.00 47.32
Charles Schwab Corporation (SCHW) 0.0 $35k 380.00 91.24
Cheniere Energy Com New (LNG) 0.0 $34k 139.00 243.53
Public Service Enterprise (PEG) 0.0 $34k 400.00 84.18
American Express Company (AXP) 0.0 $34k 105.00 318.98
Visa Com Cl A (V) 0.0 $32k 91.00 353.33
Iron Mountain (IRM) 0.0 $31k 300.00 102.57
Kinder Morgan (KMI) 0.0 $31k 1.0k 29.40
3M Company (MMM) 0.0 $31k 201.00 152.53
Republic Services (RSG) 0.0 $29k 119.00 246.61
Zoetis Cl A (ZTS) 0.0 $29k 186.00 155.95
Nrg Energy Com New (NRG) 0.0 $28k 175.00 160.58
Motorola Solutions Com New (MSI) 0.0 $28k 66.00 420.47
Etf Ser Solutions Defiance Quantum (QTUM) 0.0 $28k 300.00 91.82
Spdr Series Trust Spdr S&p 500 Etf (SPYX) 0.0 $28k 540.00 50.93
UnitedHealth (UNH) 0.0 $27k 87.00 311.98
Kimberly-Clark Corporation (KMB) 0.0 $27k 210.00 128.92
Comcast Corp Cl A (CMCSA) 0.0 $27k 757.00 35.69
Arista Networks Com Shs (ANET) 0.0 $27k 264.00 102.31
Spdr Series Trust Portfli High Yld (SPHY) 0.0 $26k 1.1k 23.80
Generac Holdings (GNRC) 0.0 $26k 180.00 143.21
Navitas Semiconductor Corp-a (NVTS) 0.0 $25k 3.8k 6.55
FirstEnergy (FE) 0.0 $25k 622.00 40.26
M&T Bank Corporation (MTB) 0.0 $25k 128.00 193.99
Hp (HPQ) 0.0 $25k 1.0k 24.46
Halliburton Company (HAL) 0.0 $24k 1.2k 20.38
Servicenow (NOW) 0.0 $23k 23.00 1016.39
Adobe Systems Incorporated (ADBE) 0.0 $23k 60.00 386.88
Kroger (KR) 0.0 $23k 320.00 71.73
Allstate Corporation (ALL) 0.0 $22k 108.00 201.64
Linde SHS (LIN) 0.0 $22k 46.00 469.20
Accenture Plc Ireland Shs Class A (ACN) 0.0 $21k 71.00 298.90
Williams Companies (WMB) 0.0 $21k 337.00 62.81
Palantir Technologies Cl A (PLTR) 0.0 $21k 155.00 136.32
Hewlett Packard Enterprise (HPE) 0.0 $21k 1.0k 20.45
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $20k 1.3k 15.46
Baxter International (BAX) 0.0 $20k 658.00 30.28
GSK Sponsored Adr (GSK) 0.0 $20k 508.00 38.40
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $19k 180.00 107.98
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $19k 443.00 43.75
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.0 $19k 323.00 59.78
Spdr Series Trust Dj Reit Etf (RWR) 0.0 $19k 200.00 96.44
Ishares Tr Future Ai & Tech (ARTY) 0.0 $19k 457.00 41.00
Quanex Building Products Corporation (NX) 0.0 $19k 978.00 18.90
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $18k 212.00 82.86
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.0 $17k 352.00 47.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $17k 226.00 73.63
Ishares Tr Core Msci Total (IXUS) 0.0 $16k 210.00 77.31
Inventrust Pptys Corp Com New (IVT) 0.0 $16k 591.00 27.40
Otis Worldwide Corp (OTIS) 0.0 $16k 162.00 99.02
Zscaler Incorporated (ZS) 0.0 $16k 50.00 313.94
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $16k 130.00 119.09
Ishares Silver Tr Ishares (SLV) 0.0 $15k 463.00 32.81
General Dynamics Corporation (GD) 0.0 $15k 50.00 291.66
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $14k 174.00 82.93
Ishares Tr Core Total Usd (IUSB) 0.0 $14k 312.00 46.23
Ameren Corporation (AEE) 0.0 $14k 150.00 96.04
MetLife (MET) 0.0 $14k 175.00 80.42
Dollar General (DG) 0.0 $14k 123.00 114.38
Quanta Services (PWR) 0.0 $14k 37.00 378.08
Ralph Lauren Corp Cl A (RL) 0.0 $14k 50.00 274.28
Blackstone Group Inc Com Cl A (BX) 0.0 $14k 90.00 149.59
Metropcs Communications (TMUS) 0.0 $13k 56.00 238.27
Cohen & Steers infrastucture Fund (UTF) 0.0 $13k 488.00 26.95
Micron Technology (MU) 0.0 $13k 106.00 123.25
Cme (CME) 0.0 $13k 47.00 275.64
ConocoPhillips (COP) 0.0 $13k 142.00 89.75
Warner Bros Discovery Com Ser A (WBD) 0.0 $13k 1.1k 11.46
Travelers Companies (TRV) 0.0 $12k 46.00 267.54
Spotify Technology S A SHS (SPOT) 0.0 $12k 16.00 767.38
TJX Companies (TJX) 0.0 $12k 99.00 123.49
Uber Technologies (UBER) 0.0 $12k 130.00 93.30
Kellogg Company (K) 0.0 $12k 152.00 79.53
Hasbro (HAS) 0.0 $12k 162.00 73.89
Charter Communications Inc N Cl A (CHTR) 0.0 $11k 28.00 408.82
Alliant Energy Corporation (LNT) 0.0 $11k 188.00 60.47
Palo Alto Networks (PANW) 0.0 $11k 54.00 204.65
Fair Isaac Corporation (FICO) 0.0 $11k 6.00 1828.00
Amgen (AMGN) 0.0 $11k 39.00 279.23
Brunswick Corporation (BC) 0.0 $11k 197.00 55.24
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.0 $11k 228.00 47.36
Copart (CPRT) 0.0 $11k 217.00 49.07
Lear Corp Com New (LEA) 0.0 $10k 109.00 94.98
FedEx Corporation (FDX) 0.0 $10k 45.00 226.22
Deere & Company (DE) 0.0 $10k 20.00 508.50
Boston Scientific Corporation (BSX) 0.0 $10k 94.00 107.41
Oge Energy Corp (OGE) 0.0 $10k 227.00 44.29
Markel Corporation (MKL) 0.0 $10k 5.00 1997.40
Chubb (CB) 0.0 $9.3k 32.00 289.75
Totalenergies Se Sponsored Ads (TTE) 0.0 $9.3k 151.00 61.39
Cummins (CMI) 0.0 $9.2k 28.00 327.50
Kyndryl Hldgs Common Stock (KD) 0.0 $9.1k 216.00 41.96
Domino's Pizza (DPZ) 0.0 $9.0k 20.00 450.60
Kla Corp Com New (KLAC) 0.0 $9.0k 10.00 895.80
Lowe's Companies (LOW) 0.0 $8.9k 40.00 221.88
Global X Fds Artificial Etf (AIQ) 0.0 $8.7k 200.00 43.69
Simon Property (SPG) 0.0 $8.7k 54.00 160.78
Nextera Energy (NEE) 0.0 $8.7k 125.00 69.42
Colgate-Palmolive Company (CL) 0.0 $8.6k 95.00 90.91
Cintas Corporation (CTAS) 0.0 $8.0k 36.00 222.89
Ge Aerospace Com New (GE) 0.0 $8.0k 31.00 257.42
MercadoLibre (MELI) 0.0 $7.8k 3.00 2613.67
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $7.6k 66.00 115.36
TransDigm Group Incorporated (TDG) 0.0 $7.6k 5.00 1520.80
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $7.5k 600.00 12.51
On Hldg Namen Akt A (ONON) 0.0 $7.4k 143.00 52.06
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $7.4k 207.00 35.86
W.W. Grainger (GWW) 0.0 $7.3k 7.00 1040.29
Lpl Financial Holdings (LPLA) 0.0 $7.1k 19.00 375.00
Enterprise Products Partners (EPD) 0.0 $7.0k 225.00 31.01
Kinsale Cap Group (KNSL) 0.0 $6.8k 14.00 483.93
Haleon Spon Ads (HLN) 0.0 $6.6k 636.00 10.37
Waste Management (WM) 0.0 $6.2k 27.00 229.52
Schwab Strategic Tr Internl Divid (SCHY) 0.0 $6.0k 218.00 27.35
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $5.9k 15.00 396.60
Ishares Tr Core Intl Aggr (IAGG) 0.0 $5.9k 115.00 51.10
Kraft Heinz (KHC) 0.0 $5.8k 226.00 25.82
Raymond James Financial (RJF) 0.0 $5.8k 38.00 153.39
Duolingo Cl A Com (DUOL) 0.0 $5.7k 14.00 410.07
HEICO Corporation (HEI) 0.0 $5.6k 17.00 328.00
Carrier Global Corporation (CARR) 0.0 $5.5k 75.00 73.20
CRH Ord (CRH) 0.0 $5.4k 59.00 91.81
Mondelez Intl Cl A (MDLZ) 0.0 $5.3k 78.00 67.45
Prudential Financial (PRU) 0.0 $5.2k 48.00 107.46
Select Sector Spdr Tr Financial (XLF) 0.0 $5.0k 95.00 52.36
Piedmont Lithium 0.0 $4.8k 822.00 5.82
Analog Devices (ADI) 0.0 $4.8k 20.00 238.05
Steel Dynamics (STLD) 0.0 $4.6k 36.00 128.03
Viatris (VTRS) 0.0 $4.5k 508.00 8.93
Builders FirstSource (BLDR) 0.0 $4.3k 37.00 116.70
Shell Spon Ads (SHEL) 0.0 $4.2k 60.00 70.42
Arthur J. Gallagher & Co. (AJG) 0.0 $4.2k 13.00 320.15
Penske Automotive (PAG) 0.0 $4.1k 24.00 171.83
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $3.9k 39.00 100.69
Nike CL B (NKE) 0.0 $3.9k 55.00 71.05
Monolithic Power Systems (MPWR) 0.0 $3.8k 5.00 760.60
Solventum Corp Com Shs (SOLV) 0.0 $3.7k 49.00 75.86
Dentsply Sirona (XRAY) 0.0 $3.5k 222.00 15.88
Newell Rubbermaid (NWL) 0.0 $3.5k 643.00 5.40
Trimas Corp Com New (TRS) 0.0 $3.5k 121.00 28.55
Mccormick & Co Com Non Vtg (MKC) 0.0 $3.4k 45.00 75.82
Littelfuse (LFUS) 0.0 $3.4k 15.00 226.73
Genuine Parts Company (GPC) 0.0 $3.4k 28.00 121.32
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $3.2k 50.00 63.66
Fortinet (FTNT) 0.0 $3.2k 30.00 105.73
Advanced Drain Sys Inc Del (WMS) 0.0 $3.1k 27.00 114.89
Spdr Series Trust S&p Cap Mkts (KCE) 0.0 $2.9k 20.00 144.95
Cigna Corp (CI) 0.0 $2.9k 9.00 317.89
Claros Mtg Tr Common Stock (CMTG) 0.0 $2.9k 1.0k 2.85
Parker-Hannifin Corporation (PH) 0.0 $2.8k 4.00 698.50
Makemytrip Limited Mauritius SHS (MMYT) 0.0 $2.7k 28.00 98.04
Veon Sponsored Ads (VEON) 0.0 $2.5k 55.00 46.07
BP Sponsored Adr (BP) 0.0 $2.5k 82.00 29.94
Inmune Bio Ord (INMB) 0.0 $2.4k 1.1k 2.31
Chipotle Mexican Grill (CMG) 0.0 $2.3k 41.00 56.17
Select Sector Spdr Tr Indl (XLI) 0.0 $2.2k 15.00 148.13
Vox Rty Corp Cda F (VOXR) 0.0 $2.2k 700.00 3.16
Select Sector Spdr Tr Communication (XLC) 0.0 $2.2k 20.00 107.70
Ferrari Nv Ord (RACE) 0.0 $2.0k 4.00 490.75
International Paper Company (IP) 0.0 $1.9k 41.00 46.85
Capital One Financial (COF) 0.0 $1.9k 9.00 212.78
Cracker Barrel Old Country Store (CBRL) 0.0 $1.8k 30.00 61.10
Icici Bank Adr (IBN) 0.0 $1.8k 53.00 33.64
Organon & Co Common Stock (OGN) 0.0 $1.6k 169.00 9.68
PNC Financial Services (PNC) 0.0 $1.6k 9.00 178.44
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $1.6k 15.00 104.13
Dxc Technology (DXC) 0.0 $1.3k 85.00 15.29
Spdr Series Trust S&p Semicndctr (XSD) 0.0 $1.3k 5.00 256.60
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $1.1k 10.00 113.50
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $1.1k 31.00 34.48
Progressive Corporation (PGR) 0.0 $1.1k 4.00 267.00
Veralto Corp Com Shs (VLTO) 0.0 $1.0k 10.00 101.00
Fox Corp Cl A Com (FOXA) 0.0 $1.0k 18.00 56.06
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $849.000000 10.00 84.90
Cava Group Ord (CAVA) 0.0 $843.000000 10.00 84.30
Goodyear Tire & Rubber Company (GT) 0.0 $789.001600 76.00 10.38
Edison International (EIX) 0.0 $742.000000 14.00 53.00
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $732.999600 9.00 81.44
Neogen Corporation (NEOG) 0.0 $641.002400 134.00 4.78
Wk Kellogg Com Shs 0.0 $606.001200 38.00 15.95
Lumen Technologies (LUMN) 0.0 $525.996000 120.00 4.38
Vertiv Holdings Com Cl A (VRT) 0.0 $514.000000 4.00 128.50
News Corp Cl A (NWSA) 0.0 $386.999600 13.00 29.77
Bp Prudhoe Bay Rty Tr Unit Ben Int (BPPTU) 0.0 $340.028000 676.00 0.50
Sylvamo Corp Common Stock (SLVM) 0.0 $251.000000 5.00 50.20
Brainstorm Cell Therapeutics (BCLI) 0.0 $73.999200 66.00 1.12
Blink Charging (BLNK) 0.0 $33.001500 35.00 0.94
Teradata Corporation (TDC) 0.0 $30.000000 1.00 30.00
NCR Corporation (VYX) 0.0 $16.000000 1.00 16.00