Crestwood Advisors

Crestwood Advisors Group as of Sept. 30, 2025

Portfolio Holdings for Crestwood Advisors Group

Crestwood Advisors Group holds 569 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 6.1 $358M 1.4M 254.63
Microsoft Corp Stock (MSFT) 4.9 $287M 553k 517.95
Amazon Stock (AMZN) 3.6 $210M 956k 219.57
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 3.3 $192M 791k 243.10
Ishares Core S&p 500 Etf Etf (IVV) 2.6 $155M 232k 669.30
Nvidia Corporation Stock (NVDA) 2.6 $151M 810k 186.58
Meta Platforms Inc Cl A Stock (META) 2.4 $140M 191k 734.39
Visa Inc Com Cl A Stock (V) 1.9 $114M 335k 341.40
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.9 $113M 225k 502.74
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 1.7 $102M 1.0M 100.25
Booking Holdings Stock (BKNG) 1.7 $101M 19k 5399.20
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.5 $86M 354k 243.55
Blackstone Stock (BX) 1.5 $86M 502k 170.85
Fiserv Stock (FI) 1.4 $83M 645k 128.93
Ishares U.s. Treasury Bond Etf Etf (GOVT) 1.4 $80M 3.5M 23.12
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 1.3 $77M 1.7M 46.32
Jpmorgan Chase & Co Stock (JPM) 1.3 $77M 245k 315.43
Home Depot Stock (HD) 1.3 $74M 182k 405.20
Applied Matls Stock (AMAT) 1.2 $69M 338k 204.76
Tjx Cos Stock (TJX) 1.2 $69M 478k 144.54
Costco Whsl Corp Stock (COST) 1.1 $67M 73k 925.63
Xylem Stock (XYL) 1.1 $67M 451k 147.50
Hilton Worldwide Hldgs Stock (HLT) 1.1 $67M 256k 259.44
Roper Technologies Stock (ROP) 1.1 $64M 129k 498.68
Salesforce Stock (CRM) 1.1 $64M 271k 237.00
Broadcom Stock (AVGO) 1.1 $64M 193k 329.91
Danaher Corporation Stock (DHR) 1.1 $63M 317k 198.26
Applied Finance Valuation Large Cap Etf Etf (VSLU) 1.0 $61M 1.4M 42.69
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE) 1.0 $59M 936k 63.43
Amphenol Corp New Cl A Stock (APH) 0.9 $54M 434k 123.75
Kla Corp Stock (KLAC) 0.9 $53M 49k 1078.60
Honeywell Intl Stock (HON) 0.9 $53M 252k 210.53
Ishares National Muni Bond Etf Etf (MUB) 0.9 $52M 491k 106.49
Oracle Corp Stock (ORCL) 0.9 $51M 182k 281.24
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.8 $49M 462k 106.78
Thermo Fisher Scientific Stock (TMO) 0.8 $48M 100k 485.02
Cme Group Stock (CME) 0.8 $46M 171k 270.19
Johnson & Johnson Stock (JNJ) 0.8 $45M 245k 185.34
Lam Research Corp Stock (LRCX) 0.7 $44M 327k 133.90
Accenture Plc Ireland Shs Class A Stock (ACN) 0.7 $44M 177k 246.60
Mastercard Incorporated Cl A Stock (MA) 0.7 $43M 75k 568.81
Adobe Stock (ADBE) 0.7 $43M 121k 352.75
Gmo Us Quality Etf Etf (QLTY) 0.7 $42M 1.2M 36.19
Quanta Svcs Stock (PWR) 0.7 $42M 101k 414.42
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.7 $42M 55.00 754200.00
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.7 $41M 826k 50.07
Qualcomm Stock (QCOM) 0.7 $41M 246k 166.36
Astrazeneca Adr (AZN) 0.7 $40M 525k 76.72
Spdr S&p 500 Etf Trust Etf (SPY) 0.7 $40M 60k 666.18
S&p Global Stock (SPGI) 0.6 $38M 79k 486.71
Ishares Core Msci Eafe Etf Etf (IEFA) 0.6 $36M 411k 87.31
Texas Instrs Stock (TXN) 0.6 $35M 193k 183.73
Vanguard S&p 500 Etf Etf (VOO) 0.6 $35M 57k 612.38
Kinder Morgan Inc Del Stock (KMI) 0.6 $35M 1.2M 28.31
United Rentals Stock (URI) 0.6 $34M 36k 954.66
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.5 $32M 481k 66.91
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.5 $31M 457k 67.51
Mettler Toledo International Stock (MTD) 0.5 $30M 24k 1227.61
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.5 $29M 278k 104.96
Zoetis Inc Cl A Stock (ZTS) 0.5 $29M 196k 146.32
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.5 $29M 438k 65.26
Eli Lilly & Co Stock (LLY) 0.5 $28M 37k 763.00
Sherwin Williams Stock (SHW) 0.5 $28M 82k 346.25
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.5 $28M 537k 52.22
Abbvie Stock (ABBV) 0.5 $28M 120k 231.54
Pepsico Stock (PEP) 0.5 $27M 195k 140.44
Procter And Gamble Stock (PG) 0.4 $25M 164k 153.66
Bank America Corp Stock (BAC) 0.4 $25M 488k 51.59
Iqvia Hldgs Stock (IQV) 0.4 $25M 132k 189.93
Diageo Adr (DEO) 0.4 $25M 260k 95.43
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.4 $22M 149k 145.65
Marsh & Mclennan Cos Stock (MMC) 0.3 $20M 98k 201.53
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.3 $20M 170k 115.01
Universal Display Corp Stock (OLED) 0.3 $19M 134k 143.63
Nxp Semiconductors N V Stock (NXPI) 0.3 $19M 83k 227.73
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $18M 30k 600.37
Stryker Corporation Stock (SYK) 0.3 $17M 46k 369.67
Ishares Russell 3000 Etf Etf (IWV) 0.3 $17M 44k 378.94
Palo Alto Networks Stock (PANW) 0.3 $16M 78k 203.62
Kenvue Stock (KVUE) 0.3 $15M 929k 16.23
Exxon Mobil Corp Stock (XOM) 0.3 $15M 133k 112.75
Stifel Finl Corp Stock (SF) 0.2 $14M 127k 113.47
Williams Cos Stock (WMB) 0.2 $14M 215k 63.35
Edwards Lifesciences Corp Stock (EW) 0.2 $13M 173k 77.77
Manulife Finl Corp Stock (MFC) 0.2 $13M 419k 31.15
Schwab Charles Corp Stock (SCHW) 0.2 $13M 132k 95.47
Cisco Sys Stock (CSCO) 0.2 $13M 184k 68.42
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $12M 103k 118.83
Abbott Labs Stock (ABT) 0.2 $12M 91k 133.94
Jacobs Solutions Stock (J) 0.2 $12M 80k 149.86
Chevron Corp Stock (CVX) 0.2 $12M 75k 155.29
Ishares Msci Eafe Etf Etf (EFA) 0.2 $11M 120k 93.37
Goldman Sachs Group Stock (GS) 0.2 $11M 14k 796.35
Trane Technologies Stock (TT) 0.2 $11M 26k 421.95
Caterpillar Stock (CAT) 0.2 $11M 23k 477.15
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $11M 51k 215.79
Servicenow Stock (NOW) 0.2 $10M 11k 920.26
Analog Devices Stock (ADI) 0.2 $10M 41k 245.70
Mcdonalds Corp Stock (MCD) 0.2 $9.9M 33k 303.90
Lazard Stock (LAZ) 0.2 $9.7M 184k 52.78
Coca Cola Stock (KO) 0.2 $9.7M 146k 66.32
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.2 $9.6M 145k 65.92
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.2 $9.5M 180k 53.03
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $9.5M 49k 194.50
Church & Dwight Stock (CHD) 0.2 $9.3M 107k 87.63
Vanguard Mid-cap Etf Etf (VO) 0.2 $9.2M 31k 293.74
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.2 $8.9M 112k 80.17
Stag Indl Reit (STAG) 0.2 $8.9M 253k 35.29
Merck & Co Stock (MRK) 0.2 $8.9M 106k 83.93
International Business Machs Stock (IBM) 0.1 $8.7M 31k 282.16
Nextera Energy Stock (NEE) 0.1 $8.5M 113k 75.49
Vanguard Small-cap Etf Etf (VB) 0.1 $8.3M 33k 254.28
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.1 $8.3M 322k 25.85
Constellation Brands Inc Cl A Stock (STZ) 0.1 $7.9M 59k 134.68
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI) 0.1 $7.7M 169k 45.57
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $7.2M 49k 148.61
Disney Walt Stock (DIS) 0.1 $7.2M 63k 114.50
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $6.8M 74k 91.75
Huntington Bancshares Stock (HBAN) 0.1 $6.8M 392k 17.27
Independent Bk Corp Mass Stock (INDB) 0.1 $6.7M 97k 69.17
Tesla Stock (TSLA) 0.1 $6.5M 15k 444.72
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $6.4M 20k 328.18
Comcast Corp New Cl A Stock (CMCSA) 0.1 $6.3M 200k 31.42
Walmart Stock (WMT) 0.1 $6.3M 61k 103.06
Emerson Elec Stock (EMR) 0.1 $6.0M 46k 131.18
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $5.8M 65k 89.34
Eaton Corp Stock (ETN) 0.1 $5.8M 16k 374.25
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 0.1 $5.7M 117k 48.84
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $5.6M 12k 468.42
Ares Capital Corp Cef (ARCC) 0.1 $5.4M 267k 20.41
Akamai Technologies Stock (AKAM) 0.1 $5.4M 71k 75.76
Wells Fargo Stock (WFC) 0.1 $5.4M 64k 83.82
Netflix Stock (NFLX) 0.1 $5.2M 4.3k 1199.00
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $5.1M 8.6k 596.03
Schwab U.s. Broad Market Etf Etf (SCHB) 0.1 $5.0M 193k 25.71
Information Svcs Group Stock (III) 0.1 $4.8M 826k 5.75
Rtx Corporation Stock (RTX) 0.1 $4.7M 28k 167.33
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $4.6M 73k 62.47
Keysight Technologies Stock (KEYS) 0.1 $4.5M 26k 174.92
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $4.4M 16k 281.85
Ecolab Stock (ECL) 0.1 $4.3M 16k 273.85
Kimberly-clark Corp Stock (KMB) 0.1 $4.3M 35k 124.34
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $4.3M 46k 95.13
Ishares Russell 2000 Etf Etf (IWM) 0.1 $4.3M 18k 241.95
Sei Invts Stock (SEIC) 0.1 $4.1M 49k 84.85
Spdr Nuveen Blmbg St Munbd Etf Etf (SHM) 0.1 $4.1M 86k 48.22
American Tower Corp Reit (AMT) 0.1 $4.1M 21k 192.32
Eog Res Stock (EOG) 0.1 $4.1M 36k 112.12
Jpmorgan Equity Focus Etf Etf (JPEF) 0.1 $4.1M 55k 74.09
Cbre Group Inc Cl A Stock (CBRE) 0.1 $4.1M 26k 157.56
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $4.1M 14k 297.62
Ishares Morningstar U.s. Equity Etf Etf (ILCB) 0.1 $3.9M 43k 92.42
Ge Aerospace Stock (GE) 0.1 $3.9M 13k 300.82
Robo Global Robotics & Automation Index Etf Etf (ROBO) 0.1 $3.9M 59k 65.56
Amgen Stock (AMGN) 0.1 $3.8M 13k 282.20
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $3.7M 21k 182.42
Starbucks Corp Stock (SBUX) 0.1 $3.7M 44k 84.60
Pfizer Stock (PFE) 0.1 $3.7M 143k 25.48
Vertex Pharmaceuticals Stock (VRTX) 0.1 $3.6M 9.2k 391.63
Klaviyo Inc Com Ser A Stock (KVYO) 0.1 $3.6M 129k 27.69
Veralto Corp Stock (VLTO) 0.1 $3.6M 34k 106.61
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $3.6M 25k 141.50
The Trade Desk Inc Com Cl A Stock (TTD) 0.1 $3.5M 72k 49.01
Ishares Russell 1000 Etf Etf (IWB) 0.1 $3.5M 9.6k 365.48
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.1 $3.5M 69k 50.27
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.1 $3.4M 97k 35.43
Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $3.3M 11k 293.79
Nutanix Inc Cl A Stock (NTNX) 0.1 $3.2M 44k 74.39
Philip Morris Intl Stock (PM) 0.1 $3.2M 20k 162.20
Fortive Corp Stock (FTV) 0.1 $3.2M 65k 48.99
Ultragenyx Pharmaceutical Stock (RARE) 0.1 $3.0M 101k 30.08
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.1 $3.0M 53k 57.19
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $3.0M 6.1k 490.38
Vanguard Growth Etf Etf (VUG) 0.0 $2.9M 6.1k 479.61
Vanguard Information Technology Etf Etf (VGT) 0.0 $2.9M 3.9k 746.66
Vanguard Short-term Bond Etf Etf (BSV) 0.0 $2.8M 36k 78.91
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.0 $2.8M 39k 73.29
Washington Tr Bancorp Stock (WASH) 0.0 $2.8M 97k 28.90
Colgate Palmolive Stock (CL) 0.0 $2.7M 34k 79.94
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.0 $2.7M 61k 45.08
Vanguard Value Etf Etf (VTV) 0.0 $2.7M 15k 186.49
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $2.7M 19k 139.17
American Express Stock (AXP) 0.0 $2.7M 8.0k 332.17
Morgan Stanley Stock (MS) 0.0 $2.7M 17k 158.96
Ishares Esg Optimized Msci Usa Etf Etf (SUSA) 0.0 $2.6M 19k 135.65
Blackrock Stock (BLK) 0.0 $2.6M 2.2k 1165.75
Boston Scientific Corp Stock (BSX) 0.0 $2.6M 26k 97.63
Crown Castle Reit (CCI) 0.0 $2.5M 26k 96.49
Pjt Partners Inc Com Cl A Stock (PJT) 0.0 $2.5M 14k 177.73
Lowes Cos Stock (LOW) 0.0 $2.5M 10k 251.30
Ishares U.s. Regional Banks Etf Etf (IAT) 0.0 $2.5M 47k 52.53
Oreilly Automotive Stock (ORLY) 0.0 $2.5M 23k 107.81
Lockheed Martin Corp Stock (LMT) 0.0 $2.4M 4.9k 499.22
Entegris Stock (ENTG) 0.0 $2.4M 26k 92.46
Spdr Gold Shares Etf (GLD) 0.0 $2.4M 6.7k 355.47
Ge Vernova Stock (GEV) 0.0 $2.4M 3.8k 614.90
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $2.3M 23k 99.95
Digital Rlty Tr Reit (DLR) 0.0 $2.3M 14k 171.95
Intercontinental Exchange Stock (ICE) 0.0 $2.3M 14k 168.48
Motorola Solutions Stock (MSI) 0.0 $2.3M 5.0k 457.32
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $2.3M 8.8k 256.44
Illinois Tool Wks Stock (ITW) 0.0 $2.2M 8.6k 260.77
Intuitive Surgical Stock (ISRG) 0.0 $2.2M 5.0k 447.26
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $2.2M 11k 206.51
Aon Plc Shs Cl A Stock (AON) 0.0 $2.2M 6.3k 356.58
State Str Corp Stock (STT) 0.0 $2.2M 19k 116.01
Union Pac Corp Stock (UNP) 0.0 $2.2M 9.3k 236.38
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $2.2M 6.8k 320.04
Natural Grocers By Vitamin Cot Stock (NGVC) 0.0 $2.1M 54k 40.00
Intuit Stock (INTU) 0.0 $2.1M 3.1k 682.92
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 0.0 $2.1M 63k 33.89
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $2.1M 17k 120.72
Ishares Biotechnology Etf Etf (IBB) 0.0 $2.0M 14k 144.35
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.0 $2.0M 25k 78.34
Gilead Sciences Stock (GILD) 0.0 $1.9M 17k 111.00
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $1.9M 6.8k 279.31
Parker-hannifin Corp Stock (PH) 0.0 $1.9M 2.5k 758.16
Ishares Floating Rate Bond Etf Etf (FLOT) 0.0 $1.9M 37k 51.09
Weyerhaeuser Co Mtn Be Reit (WY) 0.0 $1.9M 76k 24.79
Patrick Inds Stock (PATK) 0.0 $1.9M 18k 103.43
Amentum Holdings Stock (AMTM) 0.0 $1.9M 78k 23.95
Fidelity National Financial In Stock (FNF) 0.0 $1.8M 29k 60.49
Unitedhealth Group Stock (UNH) 0.0 $1.8M 5.1k 345.30
Palomar Hldgs Stock (PLMR) 0.0 $1.8M 15k 116.75
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $1.7M 32k 53.87
Nike Inc Cl B Stock (NKE) 0.0 $1.7M 25k 69.73
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $1.7M 18k 95.89
Chart Inds Stock (GTLS) 0.0 $1.7M 8.5k 200.15
Ishares U.s. Energy Etf Etf (IYE) 0.0 $1.7M 36k 47.52
Innovate Equity Etf Etf (GINN) 0.0 $1.7M 23k 73.84
Cyberark Software Stock (CYBR) 0.0 $1.7M 3.4k 483.15
Northrop Grumman Corp Stock (NOC) 0.0 $1.6M 2.7k 609.21
3M Company Stock (MMM) 0.0 $1.6M 10k 155.18
General Dynamics Corp Stock (GD) 0.0 $1.6M 4.7k 343.58
Fidelity Natl Information Svcs Stock (FIS) 0.0 $1.6M 24k 65.94
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.0 $1.6M 6.6k 239.64
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $1.6M 10k 154.23
Automatic Data Processing Stock (ADP) 0.0 $1.5M 5.2k 293.52
Ametek Stock (AME) 0.0 $1.5M 8.2k 188.00
Tyler Technologies Stock (TYL) 0.0 $1.5M 2.9k 523.16
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $1.5M 25k 59.94
Linde Stock (LIN) 0.0 $1.5M 3.2k 475.00
Altria Group Stock (MO) 0.0 $1.5M 22k 66.06
Ingersoll Rand Stock (IR) 0.0 $1.5M 18k 82.62
Alerian Mlp Index Etns Due January 28, 2044 Etf (AMJB) 0.0 $1.5M 49k 29.52
Steris Plc Shs Usd Stock (STE) 0.0 $1.4M 5.8k 247.42
Marvell Technology Stock (MRVL) 0.0 $1.4M 17k 84.07
Waste Mgmt Inc Del Stock (WM) 0.0 $1.4M 6.3k 220.85
Norfolk Southn Corp Stock (NSC) 0.0 $1.4M 4.6k 300.39
Snap On Stock (SNA) 0.0 $1.4M 3.9k 346.53
Cheniere Energy Stock (LNG) 0.0 $1.4M 5.8k 234.98
Raymond James Finl Stock (RJF) 0.0 $1.3M 7.7k 172.60
Cvs Health Corp Stock (CVS) 0.0 $1.3M 18k 75.39
Ishares Emerging Markets Dividend Etf Etf (DVYE) 0.0 $1.3M 44k 29.69
Ati Stock (ATI) 0.0 $1.3M 16k 81.34
Lennar Corp Cl A Stock (LEN) 0.0 $1.3M 10k 126.04
Flexshares Us Quality Low Volatility Index Fund Etf (QLV) 0.0 $1.3M 18k 71.93
Arista Networks Stock (ANET) 0.0 $1.3M 8.9k 145.72
Markel Group Stock (MKL) 0.0 $1.3M 670.00 1911.36
Cadence Design System Stock (CDNS) 0.0 $1.3M 3.6k 351.29
Electronic Arts Stock (EA) 0.0 $1.3M 6.3k 201.70
Alps/smith Core Plus Bond Etf Etf (SMTH) 0.0 $1.3M 48k 26.16
Bjs Whsl Club Hldgs Stock (BJ) 0.0 $1.3M 14k 93.25
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $1.3M 7.7k 164.54
Advanced Micro Devices Stock (AMD) 0.0 $1.2M 7.7k 161.78
Descartes Sys Group Stock (DSGX) 0.0 $1.2M 13k 94.23
Capital One Finl Corp Stock (COF) 0.0 $1.2M 5.8k 212.58
Pulte Group Stock (PHM) 0.0 $1.2M 9.2k 132.13
At&t Stock (T) 0.0 $1.2M 43k 28.24
Corning Stock (GLW) 0.0 $1.2M 14k 82.03
Virtu Finl Inc Cl A Stock (VIRT) 0.0 $1.2M 33k 35.50
Vanguard Total World Stock Etf Etf (VT) 0.0 $1.1M 8.3k 137.80
Ha Sustainable Infra Cap Reit (HASI) 0.0 $1.1M 37k 30.70
Gartner Stock (IT) 0.0 $1.1M 4.3k 262.87
Duke Energy Corp Stock (DUK) 0.0 $1.1M 9.0k 123.75
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $1.1M 16k 68.58
Target Corp Stock (TGT) 0.0 $1.1M 12k 89.71
Deere & Co Stock (DE) 0.0 $1.1M 2.4k 457.18
Uber Technologies Stock (UBER) 0.0 $1.1M 11k 97.97
Cummins Stock (CMI) 0.0 $1.1M 2.5k 422.39
Vanguard Total Bond Market Etf Etf (BND) 0.0 $1.1M 14k 74.37
Ishares Preferred & Income Securities Etf Etf (PFF) 0.0 $1.1M 34k 31.62
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $1.1M 20k 54.18
Healthequity Stock (HQY) 0.0 $1.1M 11k 94.77
Arcbest Corp Stock (ARCB) 0.0 $1.1M 15k 69.87
Avnet Stock (AVT) 0.0 $1.0M 20k 52.28
Citigroup Stock (C) 0.0 $1.0M 10k 101.50
Workday Inc Cl A Stock (WDAY) 0.0 $1.0M 4.2k 240.71
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.0 $1.0M 9.1k 110.59
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $991k 8.3k 119.50
Carrier Global Corporation Stock (CARR) 0.0 $985k 17k 59.71
American Elec Pwr Stock (AEP) 0.0 $971k 8.6k 112.50
Clearway Energy Inc Cl C Stock (CWEN) 0.0 $951k 34k 28.25
Progressive Corp Stock (PGR) 0.0 $949k 3.8k 246.95
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.0 $932k 11k 82.96
Verizon Communications Stock (VZ) 0.0 $920k 21k 43.95
Copart Stock (CPRT) 0.0 $915k 20k 44.97
Dover Corp Stock (DOV) 0.0 $908k 5.4k 166.84
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $888k 17k 53.40
Pacer Pacific Asset Fltng Rt Hi Inc Etf Etf (FLRT) 0.0 $870k 18k 47.39
Ishares California Muni Bond Etf Etf (CMF) 0.0 $856k 15k 57.04
Medtronic Stock (MDT) 0.0 $838k 8.8k 95.24
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $825k 4.1k 203.57
Chubb Stock (CB) 0.0 $813k 2.9k 282.25
Autozone Stock (AZO) 0.0 $791k 184.00 4299.57
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $787k 10k 78.37
Intel Corp Stock (INTC) 0.0 $781k 23k 33.55
Ralliant Corp Stock (RAL) 0.0 $772k 18k 43.72
L3harris Technologies Stock (LHX) 0.0 $759k 2.5k 305.42
Fastenal Stock (FAST) 0.0 $742k 15k 49.04
Asml Holding N V N Y Registry Adr (ASML) 0.0 $730k 754.00 968.32
State Street Spdr S&p 500 Esg Etf Etf (EFIV) 0.0 $729k 12k 63.59
Boeing Stock (BA) 0.0 $718k 3.3k 215.86
Conocophillips Stock (COP) 0.0 $708k 7.5k 94.59
American Wtr Wks Stock (AWK) 0.0 $700k 5.0k 139.19
Invesco Water Resources Etf Etf (PHO) 0.0 $694k 9.6k 72.11
Sempra Stock (SRE) 0.0 $686k 7.6k 89.99
Ishares Russell Midcap Etf Etf (IWR) 0.0 $678k 7.0k 96.55
Ishares Select Dividend Etf Etf (DVY) 0.0 $678k 4.8k 142.10
Bristol-myers Squibb Stock (BMY) 0.0 $665k 15k 45.10
Dupont De Nemours Stock (DD) 0.0 $665k 8.5k 77.90
Vanguard Small Cap Value Etf Etf (VBR) 0.0 $663k 3.2k 208.71
Synopsys Stock (SNPS) 0.0 $660k 1.3k 493.43
M & T Bk Corp Stock (MTB) 0.0 $660k 3.3k 197.63
Micron Technology Stock (MU) 0.0 $659k 3.9k 167.31
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Kkr & Co Stock (KKR) 0.0 $639k 4.9k 129.96
Yum Brands Stock (YUM) 0.0 $639k 4.2k 152.01
Masco Corp Stock (MAS) 0.0 $638k 9.1k 70.39
Ishares Gold Trust Etf (IAU) 0.0 $635k 8.7k 72.77
Entergy Corp Stock (ETR) 0.0 $634k 6.8k 93.18
State Street Spdr Ice Preferred Securities Etf Etf (PSK) 0.0 $630k 19k 33.07
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.0 $625k 10k 60.03
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB) 0.0 $622k 16k 38.22
Paycom Software Stock (PAYC) 0.0 $622k 3.0k 208.14
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.0 $620k 6.2k 99.80
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.0 $620k 4.8k 129.72
Idexx Labs Stock (IDXX) 0.0 $620k 970.00 638.89
Hexcel Corp Stock (HXL) 0.0 $614k 9.8k 62.70
Valero Energy Corp Stock (VLO) 0.0 $610k 3.6k 170.28
Sunrun Stock (RUN) 0.0 $608k 35k 17.29
Eastern Bankshares Stock (EBC) 0.0 $606k 33k 18.15
Steel Dynamics Stock (STLD) 0.0 $604k 4.3k 139.42
Constellation Energy Corp Stock (CEG) 0.0 $601k 1.8k 328.98
Mckesson Corp Stock (MCK) 0.0 $581k 752.00 772.06
Canadian Imperial Bank Of Comm Stock (CM) 0.0 $576k 7.2k 79.89
New Fortress Energy Inc Com Cl A Stock (NFE) 0.0 $574k 260k 2.21
Corteva Stock (CTVA) 0.0 $564k 8.3k 67.63
Vanguard Financials Etf Etf (VFH) 0.0 $558k 4.3k 131.24
Ishares Semiconductor Etf Etf (SOXX) 0.0 $553k 2.0k 271.09
Aris Water Solutions Inc Class A Stock (ARIS) 0.0 $544k 22k 24.66
Autodesk Stock (ADSK) 0.0 $540k 1.7k 317.64
Travelers Companies Stock (TRV) 0.0 $535k 1.9k 279.23
Ishares Esg Msci Kld 400 Etf Etf (DSI) 0.0 $531k 4.2k 125.94
Tenet Healthcare Corp Stock (THC) 0.0 $529k 2.6k 203.04
Stanley Black & Decker Stock (SWK) 0.0 $528k 7.1k 74.33
Invesco Nasdaq 100 Etf Etf (QQQM) 0.0 $516k 2.1k 247.15
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $510k 1.1k 463.74
Metlife Stock (MET) 0.0 $502k 6.1k 82.37
Grainger W W Stock (GWW) 0.0 $501k 526.00 952.30
Heico Corp New Cl A Stock (HEI.A) 0.0 $500k 2.0k 254.09
Tractor Supply Stock (TSCO) 0.0 $495k 8.7k 56.87
Carlisle Cos Stock (CSL) 0.0 $494k 1.5k 328.96
Wp Carey Reit (WPC) 0.0 $492k 7.3k 67.57
Schwab International Equity Etf Etf (SCHF) 0.0 $489k 21k 23.28
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $488k 5.2k 92.99
Enterprise Prods Partners Stock (EPD) 0.0 $481k 15k 31.27
Hershey Stock (HSY) 0.0 $480k 2.6k 187.05
Te Connectivity Plc Ord Stock (TEL) 0.0 $477k 2.2k 219.57
Doordash Inc Cl A Stock (DASH) 0.0 $475k 1.7k 271.99
Paypal Hldgs Stock (PYPL) 0.0 $473k 7.1k 67.06
General Mls Stock (GIS) 0.0 $464k 9.2k 50.42
Archrock Stock (AROC) 0.0 $464k 18k 26.31
Hewlett Packard Enterprise Stock (HPE) 0.0 $463k 19k 24.56
Shell Plc Spon Ads Adr (SHEL) 0.0 $460k 6.4k 71.53
Oneok Stock (OKE) 0.0 $459k 6.3k 72.97
Nasdaq Stock (NDAQ) 0.0 $459k 5.2k 88.45
Autonation Stock (AN) 0.0 $454k 2.1k 218.78
Sap Se Adr (SAP) 0.0 $451k 1.7k 267.29
F5 Stock (FFIV) 0.0 $451k 1.4k 323.19
Moodys Corp Stock (MCO) 0.0 $450k 943.00 476.65
Southern Stock (SO) 0.0 $445k 4.7k 94.78
Dell Technologies Inc Cl C Stock (DELL) 0.0 $436k 3.1k 141.75
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $435k 2.3k 189.72
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $434k 4.5k 96.46
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.0 $432k 11k 38.57
Regeneron Pharmaceuticals Stock (REGN) 0.0 $430k 764.00 562.32
Public Svc Enterprise Grp Stock (PEG) 0.0 $429k 5.1k 83.46
Veeva Sys Inc Cl A Stock (VEEV) 0.0 $426k 1.4k 297.91
Monolithic Pwr Sys Stock (MPWR) 0.0 $425k 462.00 920.85
Universal Health Rlty Income T Sh Ben Int Reit (UHT) 0.0 $424k 11k 39.17
Monster Beverage Corp Stock (MNST) 0.0 $423k 6.3k 67.31
T-mobile Us Stock (TMUS) 0.0 $420k 1.8k 239.35
Cintas Corp Stock (CTAS) 0.0 $418k 2.0k 205.26
Lsi Inds Inc Ohio Stock (LYTS) 0.0 $416k 18k 23.61
Cencora Stock (COR) 0.0 $416k 1.3k 312.54
Hartford Insurance Group Stock (HIG) 0.0 $410k 3.1k 133.39
Ball Corp Stock (BALL) 0.0 $408k 8.1k 50.42
Canadian Natl Ry Stock (CNI) 0.0 $406k 4.3k 94.30
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $401k 1.2k 337.61
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.0 $400k 4.9k 81.19
Johnson Ctls Intl Stock (JCI) 0.0 $398k 3.6k 109.96
Old Dominion Freight Line Stock (ODFL) 0.0 $396k 2.8k 140.78
Verisk Analytics Stock (VRSK) 0.0 $394k 1.6k 251.44
The Cigna Group Stock (CI) 0.0 $389k 1.4k 288.27
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $386k 3.9k 97.99
Toronto Dominion Bk Ont Stock (TD) 0.0 $385k 4.8k 79.95
Msci Stock (MSCI) 0.0 $380k 669.00 567.32
Novartis Adr (NVS) 0.0 $377k 2.9k 128.24
Sony Group Corp Adr (SONY) 0.0 $376k 13k 28.79
Agilent Technologies Stock (A) 0.0 $376k 2.9k 128.36
Prologis Reit (PLD) 0.0 $375k 3.3k 114.51
Labcorp Holdings Stock (LH) 0.0 $375k 1.3k 287.06
Main Str Cap Corp Cef (MAIN) 0.0 $372k 5.8k 63.59
Us Bancorp Del Stock (USB) 0.0 $371k 7.7k 48.33
Allstate Corp Stock (ALL) 0.0 $370k 1.7k 214.70
Mastec Stock (MTZ) 0.0 $370k 1.7k 212.81
Hca Healthcare Stock (HCA) 0.0 $370k 867.00 426.20
Aflac Stock (AFL) 0.0 $369k 3.3k 111.70
Nucor Corp Stock (NUE) 0.0 $367k 2.7k 135.43
Howmet Aerospace Stock (HWM) 0.0 $361k 1.8k 196.23
Consolidated Edison Stock (ED) 0.0 $360k 3.6k 100.52
Cms Energy Corp Stock (CMS) 0.0 $360k 4.9k 73.26
Cgi Inc Cl A Sub Vtg Stock (GIB) 0.0 $360k 4.0k 89.13
Teradyne Stock (TER) 0.0 $360k 2.6k 137.65
Vanguard Large-cap Etf Etf (VV) 0.0 $358k 1.2k 307.86
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $356k 2.0k 176.81
Western Digital Corp Stock (WDC) 0.0 $356k 3.0k 120.06
Hasbro Stock (HAS) 0.0 $355k 4.7k 75.85
Newmont Corp Stock (NEM) 0.0 $355k 4.2k 84.31
On Semiconductor Corp Stock (ON) 0.0 $354k 7.2k 49.31
Paccar Stock (PCAR) 0.0 $353k 3.6k 98.32
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Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $352k 13k 27.90
Iron Mtn Inc Del Reit (IRM) 0.0 $347k 3.4k 101.95
Brookfield Infrastructure Corp Com Sub Vtg A Stock (BIPC) 0.0 $346k 8.4k 41.12
Vanguard S&p Mid-cap 400 Etf Etf (IVOO) 0.0 $343k 3.1k 110.38
Marathon Pete Corp Stock (MPC) 0.0 $342k 1.8k 192.74
Elevance Health Inc Formerly A Stock (ELV) 0.0 $342k 1.1k 322.99
Teledyne Technologies Stock (TDY) 0.0 $340k 579.00 586.37
Deckers Outdoor Corp Stock (DECK) 0.0 $339k 3.3k 101.37
Waters Corp Stock (WAT) 0.0 $336k 1.1k 299.81
Dominion Energy Stock (D) 0.0 $335k 5.5k 61.17
HP Stock (HPQ) 0.0 $335k 12k 27.23
Fedex Corp Stock (FDX) 0.0 $335k 1.4k 235.78
Exelon Corp Stock (EXC) 0.0 $332k 7.4k 45.01
Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.0 $328k 3.5k 93.35
Repligen Corp Stock (RGEN) 0.0 $328k 2.5k 133.67
Rockwell Automation Stock (ROK) 0.0 $328k 937.00 349.53
Air Prods & Chems Stock (APD) 0.0 $327k 1.2k 272.72
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $325k 2.7k 121.43
Ebay Stock (EBAY) 0.0 $319k 3.5k 90.95
Occidental Pete Corp Stock (OXY) 0.0 $318k 6.7k 47.25
Vanguard Health Care Etf Etf (VHT) 0.0 $317k 1.2k 259.60
Pgim Aaa Clo Etf Etf (PAAA) 0.0 $317k 6.2k 51.50
Vanguard Consumer Staples Etf Etf (VDC) 0.0 $317k 1.5k 213.73
Welltower Reit (WELL) 0.0 $316k 1.8k 178.11
Ishares Europe Etf Etf (IEV) 0.0 $314k 4.8k 65.48
Resmed Stock (RMD) 0.0 $310k 1.1k 273.81
Pg&e Corp Stock (PCG) 0.0 $308k 20k 15.08
Wabtec Stock (WAB) 0.0 $307k 1.5k 200.47
Price T Rowe Group Stock (TROW) 0.0 $306k 3.0k 102.65
Hologic Stock (HOLX) 0.0 $304k 4.5k 67.49
Equinix Reit (EQIX) 0.0 $300k 383.00 783.24
Chefs Whse Stock (CHEF) 0.0 $299k 5.1k 58.33
Berkley W R Corp Stock (WRB) 0.0 $297k 3.9k 76.62
Vistra Corp Stock (VST) 0.0 $295k 1.5k 195.96
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $294k 2.1k 139.67
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.0 $294k 3.9k 76.01
Vanguard New York Tax-exempt Bond Etf Etf (MUNY) 0.0 $293k 2.9k 102.94
Quest Diagnostics Stock (DGX) 0.0 $293k 1.5k 190.58
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.0 $287k 3.7k 78.09
General Mtrs Stock (GM) 0.0 $286k 4.7k 60.96
Chipotle Mexican Grill Stock (CMG) 0.0 $284k 7.3k 39.19
Graco Stock (GGG) 0.0 $284k 3.3k 84.96
Broadridge Finl Solutions Stock (BR) 0.0 $282k 1.2k 238.17
Exact Sciences Corp Stock (EXAS) 0.0 $281k 5.1k 54.71
Axon Enterprise Stock (AXON) 0.0 $281k 391.00 718.39
Vanguard Energy Etf Etf (VDE) 0.0 $281k 2.2k 125.88
American Intl Group Stock (AIG) 0.0 $279k 3.5k 78.53
Csx Corp Stock (CSX) 0.0 $277k 7.8k 35.51
Comerica Stock (CMA) 0.0 $276k 4.0k 68.52
Dte Energy Stock (DTE) 0.0 $275k 1.9k 141.41
Applovin Corp Com Cl A Stock (APP) 0.0 $273k 380.00 718.54
Evertec Stock (EVTC) 0.0 $272k 8.0k 33.78
Nebius Group N.v. Shs Class A Stock (NBIS) 0.0 $271k 2.4k 112.27
Skyworks Solutions Stock (SWKS) 0.0 $268k 3.5k 76.98
Pnc Finl Svcs Group Stock (PNC) 0.0 $268k 1.3k 200.94
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.0 $265k 3.0k 89.77
Communication Services Select Sector Spdr Fund Etf (XLC) 0.0 $263k 2.2k 118.37
Becton Dickinson & Co Stock (BDX) 0.0 $261k 1.4k 187.17
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $260k 3.0k 87.20
Royal Caribbean Group Stock (RCL) 0.0 $259k 801.00 323.43
Otis Worldwide Corp Stock (OTIS) 0.0 $259k 2.8k 91.43
Bank New York Mellon Corp Stock (BK) 0.0 $258k 2.4k 108.95
NVR Stock (NVR) 0.0 $257k 32.00 8034.66
Biogen Stock (BIIB) 0.0 $255k 1.8k 140.08
Watsco Stock (WSO) 0.0 $254k 627.00 404.31
Verisign Stock (VRSN) 0.0 $252k 900.00 279.64
Slb Limited Com Stk Stock (SLB) 0.0 $252k 7.3k 34.37
Bank Hawaii Corp Stock (BOH) 0.0 $251k 3.8k 65.64
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO) 0.0 $251k 11k 22.65
State Street Blackstone Senior Loan Etf Etf (SRLN) 0.0 $250k 6.0k 41.58
Xcel Energy Stock (XEL) 0.0 $250k 3.1k 80.65
Costar Group Stock (CSGP) 0.0 $247k 2.9k 84.37
Great Elm Cap Corp Cef (GECC) 0.0 $245k 25k 10.02
Rbc Bearings Stock (RBC) 0.0 $244k 625.00 390.29
Ishares Latin America 40 Etf Etf (ILF) 0.0 $244k 8.4k 28.89
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $244k 1.0k 236.06
Hubbell Stock (HUBB) 0.0 $243k 565.00 430.31
Transdigm Group Stock (TDG) 0.0 $243k 184.00 1318.21
Texas Roadhouse Stock (TXRH) 0.0 $239k 1.4k 165.83
Aci Worldwide Stock (ACIW) 0.0 $236k 4.5k 52.77
Martin Marietta Matls Stock (MLM) 0.0 $236k 374.00 630.28
Alibaba Group Hldg Adr (BABA) 0.0 $235k 1.3k 178.73
Delta Air Lines Inc Del Stock (DAL) 0.0 $232k 4.1k 56.75
Spotify Technology S A Stock (SPOT) 0.0 $230k 330.00 698.00
Ishares U.s. Technology Etf Etf (IYW) 0.0 $230k 1.2k 195.86
Freeport-mcmoran Inc Cl B Stock (FCX) 0.0 $230k 5.9k 39.22
Arch Cap Group Ltd Ord Stock (ACGL) 0.0 $229k 2.5k 90.72
Vanguard Real Estate Etf Etf (VNQ) 0.0 $229k 2.5k 91.42
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $228k 7.2k 31.91
Hdfc Bank Adr (HDB) 0.0 $227k 6.6k 34.16
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $227k 2.2k 103.05
Public Storage Oper Reit (PSA) 0.0 $227k 784.00 288.85
Lennox Intl Stock (LII) 0.0 $226k 426.00 529.85
Hamilton Beach Brands Hldg Co Com Cl A Stock (HBB) 0.0 $222k 15k 14.37
Loews Corp Stock (L) 0.0 $222k 2.2k 100.39
Microchip Technology Stock (MCHP) 0.0 $222k 3.5k 64.21
Emcor Group Stock (EME) 0.0 $222k 341.00 649.54
Take-two Interactive Software Stock (TTWO) 0.0 $221k 853.00 258.48
Phillips 66 Stock (PSX) 0.0 $220k 1.6k 136.06
Hanover Ins Group Stock (THG) 0.0 $218k 1.2k 181.63
Pure Storage Inc Cl A Stock (PSTG) 0.0 $218k 2.6k 83.81
Cboe Global Mkts Stock (CBOE) 0.0 $217k 884.00 245.25
Garmin Stock (GRMN) 0.0 $214k 868.00 246.15
C H Robinson Worldwide Stock (CHRW) 0.0 $212k 1.6k 132.40
Primerica Stock (PRI) 0.0 $210k 757.00 277.59
Pacer Us Small Cap Cash Cows Etf Etf (CALF) 0.0 $210k 4.8k 43.78
Apollo Global Mgmt Stock (APO) 0.0 $209k 1.6k 133.30
Williams Sonoma Stock (WSM) 0.0 $209k 1.1k 195.45
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $209k 890.00 234.96
Novo-nordisk A S Adr (NVO) 0.0 $209k 3.8k 55.49
American Century Focused Dynamic Growth Etf Etf (FDG) 0.0 $208k 1.7k 120.44
Halliburton Stock (HAL) 0.0 $208k 8.5k 24.60
Umh Pptys Reit (UMH) 0.0 $206k 14k 14.85
United Parcel Service Inc Cl B Stock (UPS) 0.0 $205k 2.5k 83.54
First Trust Value Line Dividend Index Fund Etf (FVD) 0.0 $205k 4.4k 46.24
Lululemon Athletica Stock (LULU) 0.0 $203k 1.1k 177.95
Willis Towers Watson Stock (WTW) 0.0 $202k 584.00 345.47
Ameriprise Finl Stock (AMP) 0.0 $201k 410.00 491.25
Simon Ppty Group Reit (SPG) 0.0 $201k 1.1k 187.66
Kroger Stock (KR) 0.0 $200k 3.0k 67.40
Viatris Stock (VTRS) 0.0 $183k 19k 9.90
Redwood Trust Reit (RWT) 0.0 $178k 31k 5.79
Prime Medicine Stock (PRME) 0.0 $176k 32k 5.54
Vert Global Sustainable Real Estate Etf Etf (VGSR) 0.0 $151k 14k 10.65
Ford Mtr Stock (F) 0.0 $150k 13k 11.96
C4 Therapeutics Inc Com Stk Stock (CCCC) 0.0 $148k 67k 2.22
Golub Cap Bdc Cef (GBDC) 0.0 $143k 10k 13.69
Zoominfo Technologies Stock (GTM) 0.0 $135k 12k 10.91
United Microelectronics Corp Adr (UMC) 0.0 $99k 13k 7.58
Immunitybio Stock (IBRX) 0.0 $80k 33k 2.46
Lg Display Co Ltd Spons Adr Rep Adr (LPL) 0.0 $65k 13k 5.22
Lumen Technologies Stock (LUMN) 0.0 $64k 10k 6.12
Monogram Technologies Stock (MGRM) 0.0 $59k 10k 5.87
Wipro Ltd Spon Adr 1 Sh Adr (WIT) 0.0 $47k 18k 2.63
Daktari Stock (DAKT) 0.0 $41k 41k 1.00
Verde Clean Fuels Inc Wt Exp 021528 Stock (VGASW) 0.0 $6.4k 62k 0.10