Crestwood Advisors

Crestwood Advisors Group as of March 31, 2026

Portfolio Holdings for Crestwood Advisors Group

Crestwood Advisors Group holds 765 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 Stock (AAPL) 5.9 $354M 1.4M 253.79
Ishares Core S&p 500 Etf Etf (IVV) 4.8 $284M 435k 653.21
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 3.5 $209M 728k 287.56
Microsoft Corp Stock (MSFT) 3.3 $198M 536k 370.17
Nvidia Corporation Stock (NVDA) 3.0 $178M 1.0M 174.40
Amazon Stock (AMZN) 2.9 $173M 828k 208.27
Applied Finance Valuation Large Cap Etf Etf (VSLU) 2.0 $118M 2.8M 41.81
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 1.9 $113M 1.1M 99.27
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.7 $99M 345k 286.84
Visa Inc Com Cl A Stock (V) 1.6 $98M 324k 302.24
Applied Matls Stock (AMAT) 1.6 $97M 285k 341.80
Broadcom Stock (AVGO) 1.6 $96M 311k 309.51
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.6 $94M 196k 479.20
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 1.4 $83M 1.7M 48.32
Ishares U.s. Treasury Bond Etf Etf (GOVT) 1.3 $79M 3.5M 22.91
Jpmorgan Chase & Co Stock (JPM) 1.3 $79M 267k 294.16
Meta Platforms Inc Cl A Stock (META) 1.3 $78M 136k 572.20
Costco Wholesale Corporation Stock (COST) 1.2 $74M 74k 996.44
Booking Holdings Stock (BKNG) 1.2 $73M 17k 4210.21
Tjx Cos Stock (TJX) 1.2 $72M 448k 159.70
Hilton Worldwide Hldgs Stock (HLT) 1.2 $69M 227k 304.07
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE) 1.1 $67M 1.0M 66.77
Gmo Us Quality Etf Etf (QLTY) 1.1 $64M 1.8M 36.18
Johnson & Johnson Stock (JNJ) 1.1 $62M 256k 244.33
Kla Corp Stock (KLAC) 1.0 $60M 41k 1472.40
Ishares National Muni Bond Etf Etf (MUB) 1.0 $60M 566k 106.15
Lam Research Corp Stock (LRCX) 1.0 $59M 278k 213.66
Blackstone Stock (BX) 1.0 $58M 500k 114.99
Home Depot Stock (HD) 0.9 $56M 171k 328.88
Quanta Svcs Stock (PWR) 0.9 $55M 100k 549.02
Danaher Corp Del Stock (DHR) 0.9 $54M 287k 189.60
Ishares Core Msci Eafe Etf Etf (IEFA) 0.9 $54M 598k 90.52
Amphenol Corp Cl A Stock (APH) 0.9 $54M 424k 126.35
Honeywell Intl Stock (HON) 0.8 $50M 222k 226.00
Xylem Stock (XYL) 0.8 $48M 405k 119.50
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.8 $46M 434k 106.50
Astrazeneca Plc Ord Adr (AZN) 0.8 $46M 233k 197.22
Thermo Fisher Scientific Stock (TMO) 0.8 $46M 93k 491.53
Cme Group Stock (CME) 0.8 $45M 154k 295.35
Kinder Morgan Inc Del Stock (KMI) 0.7 $43M 1.3M 33.53
Vanguard S&p 500 Etf Etf (VOO) 0.7 $42M 70k 597.55
Bank Of Amer Corp Stock (BAC) 0.7 $40M 828k 48.75
State Street Spdr S&p 500 Etf Etf (SPY) 0.7 $40M 62k 650.34
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.7 $40M 55.00 718140.00
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.6 $37M 465k 78.65
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.6 $36M 715k 49.89
Mastercard Incorporated Cl A Stock (MA) 0.6 $36M 71k 499.66
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.6 $34M 508k 67.53
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.6 $33M 648k 51.23
Qualcomm Stock (QCOM) 0.6 $33M 254k 128.78
Eli Lilly & Co Stock (LLY) 0.5 $33M 35k 919.80
Pepsico Stock (PEP) 0.5 $31M 201k 155.29
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.5 $31M 296k 103.37
Mettler Toledo International Stock (MTD) 0.5 $30M 24k 1261.20
Eog Res Stock (EOG) 0.5 $29M 199k 144.57
S&p Global Stock (SPGI) 0.5 $28M 66k 425.33
Oracle Corp Stock (ORCL) 0.5 $28M 188k 147.11
Texas Instrs Stock (TXN) 0.5 $27M 139k 194.14
Abbvie Stock (ABBV) 0.4 $26M 120k 217.50
Exxon Mobil Corp Stock (XOM) 0.4 $26M 153k 169.66
United Rentals Stock (URI) 0.4 $26M 35k 728.55
Invesco Qqq Trust Series I Etf (QQQ) 0.4 $25M 44k 577.18
Us Bancorp Stock (USB) 0.4 $25M 484k 52.01
Salesforce Stock (CRM) 0.4 $24M 131k 186.68
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.4 $23M 280k 83.57
Procter & Gamble Stock (PG) 0.4 $23M 161k 144.44
Sherwin Williams Stock (SHW) 0.4 $23M 72k 320.54
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.3 $20M 142k 142.43
Accenture Plc Ireland Shs Class A Stock (ACN) 0.3 $20M 101k 198.29
Manulife Finl Corp Stock (MFC) 0.3 $20M 580k 34.44
Nxp Semiconductors N V Stock (NXPI) 0.3 $19M 97k 196.86
Vanguard Mid-cap Etf Etf (VO) 0.3 $18M 64k 287.18
Intuit Stock (INTU) 0.3 $17M 40k 432.38
Caterpillar Stock (CAT) 0.3 $17M 24k 708.47
Chevron Corporation Stock (CVX) 0.3 $17M 83k 206.90
Marsh & Mclennan Cos Stock (MRSH) 0.3 $17M 97k 173.45
Ishares Russell 3000 Etf Etf (IWV) 0.3 $16M 43k 370.68
Williams Cos Stock (WMB) 0.3 $16M 213k 72.78
Sei Invts Stock (SEIC) 0.3 $15M 196k 78.47
Cisco Sys Stock (CSCO) 0.3 $15M 197k 77.59
Stifel Finl Corp Stock (SF) 0.2 $14M 194k 73.92
Stryker Corporation Stock (SYK) 0.2 $14M 43k 328.59
Merck & Co Stock (MRK) 0.2 $14M 115k 120.29
Goldman Sachs Group Stock (GS) 0.2 $14M 16k 845.99
Iqvia Hldgs Stock (IQV) 0.2 $14M 80k 170.53
Edwards Lifesciences Corp Stock (EW) 0.2 $14M 170k 80.08
Universal Display Corp Stock (OLED) 0.2 $14M 148k 91.66
Servicenow Stock (NOW) 0.2 $13M 127k 104.55
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.2 $13M 189k 69.75
Nextera Energy Stock (NEE) 0.2 $13M 140k 92.88
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $13M 103k 124.31
Vanguard Small-cap Etf Etf (VB) 0.2 $13M 48k 261.92
Schwab Charles Corp Stock (SCHW) 0.2 $13M 133k 93.98
Analog Devices Stock (ADI) 0.2 $12M 37k 318.14
Zoetis Inc Cl A Stock (ZTS) 0.2 $12M 99k 118.20
Ishares Msci Eafe Etf Etf (EFA) 0.2 $12M 119k 97.13
Palo Alto Networks Stock (PANW) 0.2 $12M 72k 160.32
Coca Cola Stock (KO) 0.2 $11M 146k 76.05
Trane Technologies Stock (TT) 0.2 $11M 27k 416.74
Jacobs Solutions Stock (J) 0.2 $11M 84k 127.28
Ishares Core S&p Us Value Etf Etf (IUSV) 0.2 $11M 105k 102.25
Ishares Floating Rate Bond Etf Etf (FLOT) 0.2 $11M 209k 50.95
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $11M 49k 215.05
Stag Industrial Reit (STAG) 0.2 $11M 293k 36.06
Church & Dwight Stock (CHD) 0.2 $9.9M 106k 93.32
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.2 $9.8M 129k 76.54
Mcdonalds Corp Stock (MCD) 0.2 $9.8M 32k 310.80
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 0.2 $9.7M 201k 48.46
Abbott Laboratories Stock (ABT) 0.2 $9.3M 91k 102.67
Rtx Corporation Stock (RTX) 0.2 $9.2M 48k 192.90
Walmart Stock (WMT) 0.2 $9.0M 72k 124.28
Tesla Stock (TSLA) 0.1 $8.9M 24k 371.75
Valero Energy Corp Stock (VLO) 0.1 $8.8M 36k 247.08
Lazard Stock (LAZ) 0.1 $8.5M 199k 42.48
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.1 $8.3M 158k 52.56
International Business Machs Stock (IBM) 0.1 $8.3M 34k 242.39
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB) 0.1 $8.2M 218k 37.44
Akamai Technologies Stock (AKAM) 0.1 $8.0M 70k 114.85
Vanguard Long-term Bond Etf Etf (BLV) 0.1 $8.0M 116k 68.78
Ge Vernova Stock (GEV) 0.1 $7.9M 9.0k 872.90
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.1 $7.7M 299k 25.62
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.1 $7.4M 147k 50.46
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI) 0.1 $7.4M 163k 45.34
Jpmorgan Equity Focus Etf Etf (JPEF) 0.1 $7.1M 99k 71.81
Keysight Technologies Stock (KEYS) 0.1 $6.9M 25k 282.37
Ares Capital Corp Cef (ARCC) 0.1 $6.9M 380k 18.02
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.1 $6.8M 83k 81.98
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $6.2M 19k 320.81
Comcast Corp New Cl A Stock (CMCSA) 0.1 $6.2M 216k 28.71
Emerson Elec Stock (EMR) 0.1 $6.2M 47k 131.02
Roper Technologies Stock (ROP) 0.1 $6.1M 17k 353.85
Independent Bk Corp Mass Stock (INDB) 0.1 $6.1M 81k 75.21
Union Pac Corp Stock (UNP) 0.1 $5.9M 24k 242.62
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $5.8M 49k 118.62
Eaton Corp Stock (ETN) 0.1 $5.5M 15k 357.67
Robo Global Robotics & Automation Index Etf Etf (ROBO) 0.1 $5.5M 80k 68.43
Corning Stock (GLW) 0.1 $5.4M 40k 135.97
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $5.4M 59k 91.64
Huntington Bancshares Stock (HBAN) 0.1 $5.3M 341k 15.65
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $5.3M 12k 426.41
Amgen Stock (AMGN) 0.1 $5.1M 15k 351.85
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.1 $5.0M 81k 61.26
Netflix Stock (NFLX) 0.1 $4.9M 51k 96.15
Schwab U.s. Broad Market Etf Etf (SCHB) 0.1 $4.8M 193k 25.10
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.1 $4.8M 144k 33.22
Adobe Stock (ADBE) 0.1 $4.8M 20k 243.07
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $4.8M 7.7k 616.76
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.1 $4.7M 59k 80.05
Parker-hannifin Corp Stock (PH) 0.1 $4.5M 5.0k 895.15
Ge Aerospace Stock (GE) 0.1 $4.5M 16k 283.77
Wells Fargo & Co Stock (WFC) 0.1 $4.4M 55k 79.61
Ecolab Stock (ECL) 0.1 $4.4M 17k 266.01
Constellation Brands Inc Cl A Stock (STZ) 0.1 $4.3M 29k 150.01
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $4.3M 14k 302.25
Ishares Russell 2000 Etf Etf (IWM) 0.1 $4.2M 17k 247.99
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $4.2M 32k 132.90
Philip Morris Intl Stock (PM) 0.1 $4.2M 25k 165.34
Disney Walt Stock (DIS) 0.1 $4.1M 43k 96.38
Pfizer Stock (PFE) 0.1 $4.1M 145k 28.08
Ishares Russell 1000 Etf Etf (IWB) 0.1 $4.1M 11k 356.56
American Express Stock (AXP) 0.1 $4.0M 13k 302.47
At&t Stock (T) 0.1 $4.0M 138k 28.99
Invesco Global Listed Private Equity Etf Etf (PSP) 0.1 $4.0M 70k 56.52
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $3.9M 43k 92.72
Vanguard Health Care Etf Etf (VHT) 0.1 $3.9M 14k 272.33
The Trade Desk Inc Com Cl A Stock (TTD) 0.1 $3.9M 173k 22.69
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $3.9M 67k 57.64
Starbucks Corp Stock (SBUX) 0.1 $3.8M 43k 89.59
Ishares Morningstar U.s. Equity Etf Etf (ILCB) 0.1 $3.8M 42k 89.85
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $3.6M 25k 144.71
Comfort Sys Usa Stock (FIX) 0.1 $3.6M 2.6k 1378.99
Colgate Palmolive Stock (CL) 0.1 $3.6M 42k 85.23
Cbre Group Inc Cl A Stock (CBRE) 0.1 $3.5M 26k 135.46
Vertex Pharmaceuticals Stock (VRTX) 0.1 $3.5M 7.8k 446.53
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $3.4M 24k 146.28
Spdr Nuveen Blmbg St Munbd Etf Etf (SHM) 0.1 $3.3M 70k 47.83
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $3.3M 17k 191.81
Vanguard Value Etf Etf (VTV) 0.1 $3.3M 17k 196.20
Lockheed Martin Corp Stock (LMT) 0.1 $3.3M 5.4k 604.36
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.1 $3.2M 64k 50.34
Advanced Micro Devices Stock (AMD) 0.1 $3.2M 16k 203.43
American Tower Corp Reit (AMT) 0.1 $3.2M 18k 172.58
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.1 $3.2M 20k 161.73
Washington Tr Bancorp Stock (WASH) 0.1 $3.2M 94k 33.46
Information Svcs Group Stock (III) 0.1 $3.1M 819k 3.84
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.1 $3.1M 53k 59.22
Fortive Corp Stock (FTV) 0.1 $3.1M 56k 55.26
Taiwan Semiconductor Manufact Adr (TSM) 0.1 $3.1M 9.2k 337.97
Morgan Stanley Stock (MS) 0.1 $3.1M 19k 164.57
Vanguard Growth Etf Etf (VUG) 0.1 $3.1M 7.0k 436.79
Western Digital Corp Stock (WDC) 0.0 $3.0M 11k 270.49
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.0 $2.9M 62k 47.02
Cardinal Health Stock (CAH) 0.0 $2.9M 14k 211.31
Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $2.9M 11k 257.35
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $2.9M 14k 211.15
Spdr Gold Shares Etf (GLD) 0.0 $2.9M 6.7k 430.30
Entegris Stock (ENTG) 0.0 $2.8M 24k 117.24
Gilead Sciences Stock (GILD) 0.0 $2.8M 20k 139.37
Lowes Cos Stock (LOW) 0.0 $2.7M 12k 236.28
State Str Corp Stock (STT) 0.0 $2.7M 21k 126.56
Intuitive Surgical Stock (ISRG) 0.0 $2.7M 5.8k 460.96
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.0 $2.7M 18k 146.61
Fiserv Stock (FISV) 0.0 $2.7M 48k 55.80
Ishares Esg Optimized Msci Usa Etf Etf (SUSA) 0.0 $2.6M 20k 132.10
Kimberly-clark Corp Stock (KMB) 0.0 $2.6M 27k 96.47
Vanguard Information Technology Etf Etf (VGT) 0.0 $2.5M 3.6k 697.64
Klaviyo Inc Com Ser A Stock (KVYO) 0.0 $2.5M 129k 19.46
Digital Rlty Tr Reit (DLR) 0.0 $2.5M 14k 179.25
Blackrock Stock (BLK) 0.0 $2.5M 2.6k 961.76
Micron Technology Stock (MU) 0.0 $2.4M 7.2k 337.83
Ishares U.s. Regional Banks Etf Etf (IAT) 0.0 $2.4M 45k 53.84
Gartner Stock (IT) 0.0 $2.4M 15k 158.34
Aon Plc Shs Cl A Stock (AON) 0.0 $2.4M 7.3k 322.78
Motorola Solutions Stock (MSI) 0.0 $2.3M 5.4k 434.00
Alps/smith Core Plus Bond Etf Etf (SMTH) 0.0 $2.3M 91k 25.75
Ishares Biotechnology Etf Etf (IBB) 0.0 $2.3M 14k 168.77
Deere & Co Stock (DE) 0.0 $2.3M 4.0k 563.26
Veralto Corp Stock (VLTO) 0.0 $2.3M 26k 88.42
Linde Stock (LIN) 0.0 $2.2M 4.4k 495.81
Vanguard Short-term Bond Etf Etf (BSV) 0.0 $2.1M 27k 78.40
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.0 $2.1M 28k 75.19
Ultragenyx Pharmaceutical Stock (RARE) 0.0 $2.1M 100k 20.95
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $2.1M 8.7k 239.98
Transdigm Group Stock (TDG) 0.0 $2.1M 1.8k 1158.98
Target Corp Stock (TGT) 0.0 $2.1M 17k 121.20
Citigroup Stock (C) 0.0 $2.1M 18k 113.41
Vanguard Small Cap Value Etf Etf (VBR) 0.0 $2.1M 9.5k 217.25
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $2.0M 32k 64.06
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 0.0 $2.0M 60k 33.53
Pjt Partners Inc Com Cl A Stock (PJT) 0.0 $2.0M 14k 139.72
General Dynamics Corp Stock (GD) 0.0 $2.0M 5.7k 345.81
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.0 $1.9M 28k 68.47
Ishares U.s. Energy Etf Etf (IYE) 0.0 $1.9M 29k 64.77
Nutanix Inc Cl A Stock (NTNX) 0.0 $1.9M 49k 38.01
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $1.9M 19k 100.62
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $1.9M 16k 113.11
Ametek Stock (AME) 0.0 $1.8M 8.5k 214.36
Altria Group Stock (MO) 0.0 $1.8M 27k 65.99
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $1.8M 4.5k 390.39
Intercontinental Exchange Stock (ICE) 0.0 $1.7M 11k 157.28
Global X Defense Tech Etf Etf (SHLD) 0.0 $1.7M 25k 70.84
Crown Castle Reit (CCI) 0.0 $1.7M 21k 81.31
Medtronic Stock (MDT) 0.0 $1.7M 19k 86.65
Snap On Stock (SNA) 0.0 $1.7M 4.6k 363.22
Cummins Stock (CMI) 0.0 $1.6M 3.0k 537.98
Cvs Health Corp Stock (CVS) 0.0 $1.6M 22k 71.82
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.0 $1.6M 32k 49.37
Chubb Ltd Switz Stock (CB) 0.0 $1.6M 4.8k 325.93
State Street Spdr Ice Preferred Securities Etf Etf (PSK) 0.0 $1.6M 51k 30.84
Intel Corp Stock (INTC) 0.0 $1.6M 35k 44.13
Innovate Equity Etf Etf (GINN) 0.0 $1.5M 23k 68.30
Oreilly Automotive Stock (ORLY) 0.0 $1.5M 17k 92.31
Pacer Aristotle Pacific Floating Rate High Income Etf Etf (FLRT) 0.0 $1.5M 33k 46.31
Ishares Emerging Markets Dividend Etf Etf (DVYE) 0.0 $1.5M 44k 34.38
Brixmor Ppty Group Reit (BRX) 0.0 $1.5M 53k 28.80
Unitedhealth Group Stock (UNH) 0.0 $1.5M 5.5k 270.61
Arcbest Corp Stock (ARCB) 0.0 $1.5M 15k 98.36
Verizon Communications Stock (VZ) 0.0 $1.5M 30k 50.20
Amentum Holdings Stock (AMTM) 0.0 $1.5M 57k 26.08
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $1.5M 27k 54.05
Ingersoll Rand Stock (IR) 0.0 $1.4M 18k 80.12
Asml Hldg Nv N Y Registry Adr (ASML) 0.0 $1.4M 1.1k 1321.12
Progressive Corp Stock (PGR) 0.0 $1.4M 7.2k 198.24
Norfolk Southn Corp Stock (NSC) 0.0 $1.4M 5.0k 287.00
Arista Networks Stock (ANET) 0.0 $1.4M 12k 122.78
3M Company Stock (MMM) 0.0 $1.4M 9.8k 145.23
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $1.4M 9.1k 155.11
Fifth Third Bancorp Stock (FITB) 0.0 $1.4M 30k 46.46
Natural Grocers By Vitamin Stock (NGVC) 0.0 $1.4M 54k 25.85
Ishares Semiconductor Etf Etf (SOXX) 0.0 $1.4M 4.1k 328.64
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $1.3M 4.3k 313.81
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.0 $1.3M 12k 108.98
Clearway Energy Inc Cl C Stock (CWEN) 0.0 $1.3M 33k 39.29
Boston Scientific Corp Stock (BSX) 0.0 $1.3M 21k 62.75
Weyerhaeuser Reit (WY) 0.0 $1.3M 53k 24.43
Northrop Grumman Corp Stock (NOC) 0.0 $1.3M 1.9k 682.20
Avnet Stock (AVT) 0.0 $1.3M 21k 61.62
Automatic Data Processing Stock (ADP) 0.0 $1.3M 6.3k 203.19
State Street Spdr S&p 500 Esg Etf Etf (EFIV) 0.0 $1.3M 20k 63.08
Iron Mtn Inc Del Reit (IRM) 0.0 $1.3M 12k 102.14
Conocophillips Stock (COP) 0.0 $1.2M 9.4k 132.01
American Elec Pwr Stock (AEP) 0.0 $1.2M 9.5k 131.08
Flexshares Us Quality Low Volatility Index Fund Etf (QLV) 0.0 $1.2M 17k 71.87
Eastern Bankshares Stock (EBC) 0.0 $1.2M 64k 19.56
Duke Energy Corp Stock (DUK) 0.0 $1.2M 9.3k 130.93
Virtu Finl Inc Cl A Stock (VIRT) 0.0 $1.2M 28k 43.98
Capital One Finl Corp Stock (COF) 0.0 $1.2M 6.4k 182.43
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $1.2M 12k 95.62
Illinois Tool Wks Stock (ITW) 0.0 $1.2M 4.4k 260.28
Waste Mgmt Inc Del Stock (WM) 0.0 $1.1M 5.0k 229.81
L3harris Technologies Stock (LHX) 0.0 $1.1M 3.3k 345.19
Bristol-myers Squibb Stock (BMY) 0.0 $1.1M 19k 60.65
Uber Technologies Stock (UBER) 0.0 $1.1M 16k 71.93
Public Svc Enterprise Group Stock (PEG) 0.0 $1.1M 14k 80.95
Dover Corp Stock (DOV) 0.0 $1.1M 5.4k 208.45
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.0 $1.1M 9.2k 118.44
Vanguard Total Bond Market Etf Etf (BND) 0.0 $1.1M 15k 73.64
Boeing Stock (BA) 0.0 $1.0M 5.2k 199.01
Ishares Select Dividend Etf Etf (DVY) 0.0 $1.0M 6.6k 151.41
Nike Inc Cl B Stock (NKE) 0.0 $1.0M 19k 52.82
Lennar Corp Cl A Stock (LEN) 0.0 $974k 11k 86.84
Ishares Preferred & Income Securities Etf Etf (PFF) 0.0 $960k 32k 30.32
Nucor Corp Stock (NUE) 0.0 $948k 5.6k 169.10
Markel Group Stock (MKL) 0.0 $938k 490.00 1914.07
Carrier Global Corporation Stock (CARR) 0.0 $935k 17k 56.31
Entergy Corp Stock (ETR) 0.0 $928k 8.3k 112.35
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $920k 23k 40.47
Fastenal Stock (FAST) 0.0 $912k 20k 46.40
Cheniere Energy Stock (LNG) 0.0 $900k 3.2k 283.76
Mckesson Corp Stock (MCK) 0.0 $897k 1.0k 865.32
Oneok Stock (OKE) 0.0 $889k 9.8k 90.39
Ishares Gold Trust Etf (IAU) 0.0 $886k 10k 88.16
Corteva Stock (CTVA) 0.0 $880k 11k 83.71
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $877k 15k 56.79
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $877k 7.4k 118.59
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.0 $868k 18k 47.55
Sempra Stock (SRE) 0.0 $867k 8.9k 97.17
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $865k 4.1k 213.67
Newmont Corp Stock (NEM) 0.0 $858k 7.9k 108.25
Howmet Aerospace Stock (HWM) 0.0 $848k 3.7k 230.46
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $844k 4.4k 191.93
Marathon Pete Corp Stock (MPC) 0.0 $833k 3.4k 244.18
Ati Stock (ATI) 0.0 $825k 5.7k 145.46
Autodesk Stock (ADSK) 0.0 $825k 3.4k 239.39
Ww Grainger Stock (GWW) 0.0 $820k 752.00 1090.28
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $819k 6.5k 126.29
Electronic Arts Stock (EA) 0.0 $813k 4.0k 203.87
Prologis Reit (PLD) 0.0 $810k 6.1k 132.17
Teradyne Stock (TER) 0.0 $805k 2.7k 296.45
Steel Dynamics Stock (STLD) 0.0 $801k 4.5k 180.00
Yum Brands Stock (YUM) 0.0 $801k 5.2k 155.49
Hexcel Corp Stock (HXL) 0.0 $797k 9.9k 80.93
Monster Beverage Corp Stock (MNST) 0.0 $793k 11k 72.46
M & T Bk Corp Stock (MTB) 0.0 $786k 3.8k 206.74
Johnson Ctls Intl Stock (JCI) 0.0 $778k 5.9k 130.95
Dell Technologies Inc Cl C Stock (DELL) 0.0 $765k 4.7k 164.11
Canadian Imperial Bank Of Comm Stock (CM) 0.0 $756k 8.0k 94.75
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.0 $752k 9.1k 82.57
Novartis Adr (NVS) 0.0 $747k 4.9k 152.75
Pgim Aaa Clo Etf Etf (PAAA) 0.0 $745k 15k 51.18
Travelers Companies Stock (TRV) 0.0 $744k 2.5k 291.72
Sandisk Corp Stock (SNDK) 0.0 $734k 1.2k 635.34
Monolithic Pwr Sys Stock (MPWR) 0.0 $727k 665.00 1093.52
American Wtr Wks Stock (AWK) 0.0 $716k 5.3k 136.09
Vanguard New York Tax-exempt Bond Etf Etf (MUNY) 0.0 $704k 6.9k 102.45
Cf Industries Hold Stock (CF) 0.0 $703k 5.4k 129.83
Cadence Design System Stock (CDNS) 0.0 $699k 2.5k 277.91
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.0 $699k 12k 59.55
Pulte Group Stock (PHM) 0.0 $698k 5.9k 117.62
Hca Healthcare Stock (HCA) 0.0 $692k 1.5k 473.24
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $683k 6.3k 108.99
Constellation Energy Corp Stock (CEG) 0.0 $681k 2.4k 279.24
Bank New York Mellon Corp Stock (BK) 0.0 $681k 5.7k 118.63
Consolidated Edison Stock (ED) 0.0 $680k 6.0k 113.17
Marvell Technology Stock (MRVL) 0.0 $671k 6.8k 99.05
Idexx Labs Stock (IDXX) 0.0 $665k 1.2k 561.89
Shell Plc Spon Ads Adr (SHEL) 0.0 $665k 7.2k 93.00
The Cigna Group Stock (CI) 0.0 $657k 2.5k 266.70
Slb Limited Com Stk Stock (SLB) 0.0 $653k 13k 51.39
Invesco Water Resources Etf Etf (PHO) 0.0 $651k 9.7k 66.86
Southern Stock (SO) 0.0 $649k 6.7k 96.51
Fedex Corp Stock (FDX) 0.0 $648k 1.8k 356.14
Patrick Inds Stock (PATK) 0.0 $646k 5.8k 111.07
Equinix Reit (EQIX) 0.0 $645k 658.00 980.24
Rockwell Automation Stock (ROK) 0.0 $637k 1.8k 358.88
Hasbro Stock (HAS) 0.0 $633k 6.8k 93.60
Mastec Stock (MTZ) 0.0 $632k 2.0k 321.74
Hartford Insurance Group Stock (HIG) 0.0 $630k 4.7k 135.23
Invesco Nasdaq 100 Etf Etf (QQQM) 0.0 $625k 2.6k 237.64
Chart Inds Stock (GTLS) 0.0 $621k 3.0k 206.75
Labcorp Holdings Stock (LH) 0.0 $620k 2.3k 266.81
On Semiconductor Corp Stock (ON) 0.0 $614k 9.9k 61.92
Dupont De Nemours Stock (DD) 0.0 $614k 13k 45.80
Cintas Corp Stock (CTAS) 0.0 $612k 3.6k 169.14
Exelon Corp Stock (EXC) 0.0 $610k 12k 49.02
Stanley Black & Decker Stock (SWK) 0.0 $609k 8.6k 71.06
Ball Corp Stock (BALL) 0.0 $608k 10k 59.11
Regeneron Pharmaceuticals Stock (REGN) 0.0 $600k 777.00 772.71
T-mobile Us Stock (TMUS) 0.0 $599k 2.9k 210.02
Moodys Corp Stock (MCO) 0.0 $597k 1.4k 436.40
Copart Stock (CPRT) 0.0 $591k 18k 33.20
Palomar Hldgs Stock (PLMR) 0.0 $589k 4.9k 119.50
Apa Corporation Stock (APA) 0.0 $587k 14k 42.44
Ross Stores Stock (ROST) 0.0 $586k 2.7k 216.60
Tenet Healthcare Corp Stock (THC) 0.0 $577k 3.1k 188.71
Ishares California Muni Bond Etf Etf (CMF) 0.0 $573k 10k 56.86
Old Dominion Freight Line Stock (ODFL) 0.0 $566k 2.9k 195.40
Hershey Stock (HSY) 0.0 $563k 2.7k 207.89
Raymond James Finl Stock (RJF) 0.0 $558k 3.9k 144.80
Toronto Dominion Bk Ont Stock (TD) 0.0 $558k 6.0k 93.31
Allstate Corp Stock (ALL) 0.0 $556k 2.7k 207.37
Qnity Electronics Stock (Q) 0.0 $556k 4.8k 115.38
Synopsys Stock (SNPS) 0.0 $556k 1.4k 396.52
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $554k 1.4k 391.76
American Intl Group Stock (AIG) 0.0 $554k 7.4k 75.25
Delta Air Lines Stock (DAL) 0.0 $553k 8.3k 66.48
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.0 $553k 9.4k 59.03
Paycom Software Stock (PAYC) 0.0 $551k 4.5k 121.54
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.0 $550k 4.1k 132.51
Metlife Stock (MET) 0.0 $550k 7.8k 70.72
Air Products And Chemicals Stock (APD) 0.0 $548k 1.9k 290.54
Ebay Stock (EBAY) 0.0 $545k 6.0k 91.02
Solstice Advanced Matls Stock (SOLS) 0.0 $540k 7.1k 76.11
Caseys Gen Stores Stock (CASY) 0.0 $539k 740.00 727.86
Fortinet Stock (FTNT) 0.0 $538k 6.6k 81.72
Freeport Mcmoran Inc Cl B Stock (FCX) 0.0 $536k 9.1k 58.78
General Mtrs Stock (GM) 0.0 $531k 7.1k 74.50
Garmin Stock (GRMN) 0.0 $531k 2.3k 231.99
Msci Stock (MSCI) 0.0 $529k 981.00 538.95
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $524k 1.1k 463.19
Carlisle Cos Stock (CSL) 0.0 $520k 1.6k 333.62
Schwab International Equity Etf Etf (SCHF) 0.0 $520k 21k 24.75
Pnc Finl Svcs Group Stock (PNC) 0.0 $516k 2.5k 208.06
Alerian Mlp Index Etns Due January 28, 2044 Etf (AMJB) 0.0 $516k 15k 34.57
Cencora Stock (COR) 0.0 $515k 1.6k 314.15
Canadian Natl Ry Stock (CNI) 0.0 $515k 5.0k 102.77
Aflac Stock (AFL) 0.0 $511k 4.7k 109.71
Curtiss Wright Corp Stock (CW) 0.0 $506k 743.00 681.01
Emcor Group Stock (EME) 0.0 $506k 685.00 738.31
Deckers Outdoor Corp Stock (DECK) 0.0 $504k 5.0k 100.09
Vanguard Financials Etf Etf (VFH) 0.0 $502k 4.2k 120.81
Welltower Reit (WELL) 0.0 $502k 2.5k 197.74
Ishares Russell Midcap Etf Etf (IWR) 0.0 $501k 5.2k 97.23
Nasdaq Stock (NDAQ) 0.0 $499k 5.9k 84.89
Autozone Stock (AZO) 0.0 $497k 147.00 3377.78
Bjs Whsl Club Hldgs Stock (BJ) 0.0 $492k 5.0k 98.42
Huntington Ingalls Inds Stock (HII) 0.0 $489k 1.3k 379.90
Hologic Stock 0.0 $488k 6.5k 75.59
PTC Stock (PTC) 0.0 $486k 3.4k 142.49
Wabtec Stock (WAB) 0.0 $484k 1.9k 249.91
Martin Marietta Matls Stock (MLM) 0.0 $483k 821.00 588.68
Te Connectivity Plc Ord Stock (TEL) 0.0 $483k 2.3k 209.06
United Parcel Svcs Inc Cl B Stock (UPS) 0.0 $478k 4.9k 98.38
Trimble Stock (TRMB) 0.0 $477k 7.3k 65.23
Ishares U.s. Technology Etf Etf (IYW) 0.0 $477k 2.6k 181.42
Steris Plc Shs Usd Stock (STE) 0.0 $476k 2.2k 221.13
Ishares Esg Msci Kld 400 Etf Etf (DSI) 0.0 $476k 3.9k 121.18
Tyler Technologies Stock (TYL) 0.0 $476k 1.4k 342.38
Kkr & Co Stock (KKR) 0.0 $474k 5.1k 92.50
Paccar Stock (PCAR) 0.0 $468k 4.1k 115.51
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $468k 17k 27.46
10x Genomics Inc Cl A Stock (TXG) 0.0 $468k 22k 21.23
Eversource Energy Stock (ES) 0.0 $464k 6.7k 69.28
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $460k 1.4k 327.10
Williams Sonoma Stock (WSM) 0.0 $459k 2.5k 182.33
Biogen Stock (BIIB) 0.0 $455k 2.5k 183.33
Autonation Stock (AN) 0.0 $455k 2.3k 195.26
Devon Energy Corp Stock (DVN) 0.0 $454k 9.0k 50.32
Janus Henderson Group Plc Ord Stock (JHG) 0.0 $454k 8.8k 51.37
Jabil Stock (JBL) 0.0 $454k 1.7k 265.63
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.0 $453k 4.9k 92.69
Ha Sustainable Infra Cap Reit (HASI) 0.0 $452k 12k 36.75
Ralliant Corp Stock (RAL) 0.0 $452k 11k 41.55
Halliburton Stock (HAL) 0.0 $452k 12k 38.99
Ralph Lauren Corp Cl A Stock (RL) 0.0 $451k 1.3k 343.99
Tyson Foods Inc Cl A Stock (TSN) 0.0 $448k 7.0k 64.07
Cms Energy Corp Stock (CMS) 0.0 $443k 5.7k 77.58
Ulta Beauty Stock (ULTA) 0.0 $441k 844.00 522.71
Kenvue Stock (KVUE) 0.0 $441k 26k 17.24
Verisk Analytics Stock (VRSK) 0.0 $441k 2.3k 189.72
F5 Stock (FFIV) 0.0 $439k 1.5k 289.33
Pg&e Corp Stock (PCG) 0.0 $439k 25k 17.57
Occidental Pete Corp Stock (OXY) 0.0 $439k 6.7k 65.00
Twilio Inc Cl A Stock (TWLO) 0.0 $436k 3.5k 125.83
Agilent Technologies Stock (A) 0.0 $435k 3.8k 113.99
Bank Hawaii Corp Stock (BOH) 0.0 $435k 5.9k 74.26
Diageo Adr (DEO) 0.0 $431k 5.8k 74.44
Arch Cap Group Ltd Ord Stock (ACGL) 0.0 $430k 4.5k 95.98
Hewlett Packard Enterprise Stock (HPE) 0.0 $429k 18k 23.81
Cognizant Technology Solutions Cl A Stock (CTSH) 0.0 $429k 7.0k 61.35
Phillips 66 Stock (PSX) 0.0 $427k 2.3k 182.20
Enterprise Prods Partners Stock (EPD) 0.0 $421k 11k 37.84
Paypal Hldgs Stock (PYPL) 0.0 $419k 9.3k 45.23
Eastgroup Pptys Reit (EGP) 0.0 $417k 2.3k 185.09
Quest Diagnostics Stock (DGX) 0.0 $417k 2.1k 195.98
Teledyne Technologies Stock (TDY) 0.0 $415k 686.00 605.01
Sensata Technologies Hldg Stock (ST) 0.0 $412k 12k 35.22
Universal Health Rlty Income Sh Ben Int Reit (UHT) 0.0 $410k 10k 40.47
Price T Rowe Group Stock (TROW) 0.0 $409k 4.5k 90.14
Ringcentral Inc Cl A Stock (RNG) 0.0 $409k 11k 37.19
United Airls Hldgs Stock (UAL) 0.0 $409k 4.4k 92.07
Waters Corp Stock (WAT) 0.0 $407k 1.4k 297.80
Hanover Ins Group Stock (THG) 0.0 $407k 2.3k 173.35
Synchrony Financial Stock (SYF) 0.0 $407k 6.0k 68.02
Elevance Health Inc Formerly A Stock (ELV) 0.0 $405k 1.4k 292.66
Coterra Energy Stock (CTRA) 0.0 $403k 12k 35.14
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $399k 2.1k 189.59
Resmed Stock (RMD) 0.0 $399k 1.8k 224.52
Datadog Inc Cl A Stock (DDOG) 0.0 $393k 3.3k 118.05
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.0 $392k 4.9k 79.56
Canadian Nat Res Ltd Med Term Stock (CNQ) 0.0 $391k 8.0k 48.73
Paychex Stock (PAYX) 0.0 $391k 4.2k 92.11
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $389k 4.1k 95.44
Hunt J B Trans Svcs Stock (JBHT) 0.0 $389k 1.8k 211.90
Spectrum Brands Hldgs Stock (SPB) 0.0 $386k 5.2k 73.70
Northern Tr Corp Stock (NTRS) 0.0 $386k 2.8k 139.55
Lumentum Hldgs Stock (LITE) 0.0 $386k 549.00 702.76
Applovin Corp Com Cl A Stock (APP) 0.0 $383k 963.00 398.00
Heico Corp New Cl A Stock (HEI.A) 0.0 $383k 1.8k 211.09
Expedia Group Stock (EXPE) 0.0 $382k 1.7k 230.89
Circle Internet Group Inc Com Cl A Stock (CRCL) 0.0 $378k 4.0k 95.41
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $375k 2.1k 174.65
Diamondback Energy Stock (FANG) 0.0 $375k 1.9k 197.79
Allison Transmission Hldgs Stock (ALSN) 0.0 $373k 3.2k 117.06
Doordash Inc Cl A Stock (DASH) 0.0 $371k 2.5k 150.15
Csx Corp Stock (CSX) 0.0 $371k 9.0k 41.05
Cirrus Logic Stock (CRUS) 0.0 $370k 2.6k 144.62
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $369k 4.8k 77.11
NVR Stock (NVR) 0.0 $369k 56.00 6589.82
Clean Harbors Stock (CLH) 0.0 $369k 1.3k 286.73
Targa Res Corp Stock (TRGP) 0.0 $369k 1.5k 250.73
Simon Ppty Group Reit (SPG) 0.0 $368k 2.0k 186.53
Docusign Stock (DOCU) 0.0 $368k 7.8k 47.41
Graco Stock (GGG) 0.0 $368k 4.3k 84.65
Us Foods Hldg Corp Stock (USFD) 0.0 $365k 4.0k 92.21
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $365k 3.8k 95.72
Becton Dickinson & Co Stock (BDX) 0.0 $364k 2.3k 157.23
Cgi Inc Cl A Sub Vtg Stock (GIB) 0.0 $364k 5.0k 73.10
HSBC HLDGS Adr (HSBC) 0.0 $363k 4.4k 82.49
Ingredion Stock (INGR) 0.0 $362k 3.2k 112.66
Dte Energy Stock (DTE) 0.0 $358k 2.5k 146.21
C H Robinson Worldwide In Stock (CHRW) 0.0 $358k 2.2k 166.07
Vanguard S&p Mid-cap 400 Etf Etf (IVOO) 0.0 $353k 3.1k 114.32
Loews Corp Stock (L) 0.0 $351k 3.3k 106.74
Totalenergies Se Act Stock (TTE) 0.0 $350k 3.8k 90.98
Keurig Dr Pepper Stock (KDP) 0.0 $350k 13k 26.33
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $347k 1.4k 248.84
Essex Ppty Tr Reit (ESS) 0.0 $347k 1.4k 242.00
Rbc Bearings Stock (RBC) 0.0 $344k 634.00 543.12
Crown Hldgs Stock (CCK) 0.0 $344k 3.4k 100.25
Soundwatch Hedged Equity Etf Etf (SHDG) 0.0 $342k 11k 30.71
Tapestry Stock (TPR) 0.0 $341k 2.4k 141.11
Robert Half Stock (RHI) 0.0 $339k 13k 25.40
Veeva Sys Inc Cl A Stock (VEEV) 0.0 $339k 1.9k 175.66
Xcel Energy Stock (XEL) 0.0 $338k 4.3k 79.44
Primerica Stock (PRI) 0.0 $336k 1.3k 250.48
Vanguard Consumer Staples Etf Etf (VDC) 0.0 $333k 1.5k 224.59
Pinnacle West Cap Corp Stock (PNW) 0.0 $333k 3.3k 100.75
Royal Caribbean Group Stock (RCL) 0.0 $332k 1.2k 275.18
Kroger Stock (KR) 0.0 $331k 4.6k 72.36
Dominion Energy Stock (D) 0.0 $331k 5.3k 61.82
Hubbell Stock (HUBB) 0.0 $330k 672.00 490.74
Chunghwa Telecom Co Ltd Spon Adr New11 Adr (CHT) 0.0 $329k 7.8k 42.24
Verisign Stock (VRSN) 0.0 $328k 1.3k 248.36
Brookfield Infrastructure Corp Com Sub Vtg A Stock (BIPC) 0.0 $327k 8.3k 39.52
Evercore Inc Class A Stock (EVR) 0.0 $326k 1.1k 298.51
Ishares Europe Etf Etf (IEV) 0.0 $326k 4.8k 67.94
Sunrun Stock (RUN) 0.0 $324k 24k 13.56
Textron Stock (TXT) 0.0 $321k 3.7k 87.56
Lamar Advertising Co Cl A Reit (LAMR) 0.0 $321k 2.5k 126.66
Zions Bancorporation Natl Assn Stock (ZION) 0.0 $320k 5.5k 57.62
Dow Stock (DOW) 0.0 $319k 7.7k 41.65
Skyworks Solutions Stock (SWKS) 0.0 $319k 6.0k 53.55
Cboe Global Mkts Stock (CBOE) 0.0 $319k 1.1k 281.07
Dynatrace Stock (DT) 0.0 $317k 8.6k 36.98
Dexcom Stock (DXCM) 0.0 $315k 5.0k 62.80
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $314k 2.2k 145.74
MKS Stock (MKSI) 0.0 $311k 1.4k 229.81
Royal Bk Cda Stock (RY) 0.0 $311k 1.9k 161.78
Abrdn Physical Silver Shares Etf Etf (SIVR) 0.0 $310k 4.3k 71.61
Omega Healthcare Invs Reit (OHI) 0.0 $310k 7.1k 43.82
Main Str Cap Corp Cef (MAIN) 0.0 $310k 5.8k 52.96
Block Inc Cl A Stock (XYZ) 0.0 $310k 5.1k 60.19
Workday Inc Cl A Stock (WDAY) 0.0 $309k 2.4k 129.92
Chipotle Mexican Grill Stock (CMG) 0.0 $309k 9.6k 32.01
Toll Brothers Stock (TOL) 0.0 $307k 2.3k 136.49
Viasat Stock (VSAT) 0.0 $305k 6.6k 45.80
Republic Svcs Stock (RSG) 0.0 $304k 1.4k 219.09
Roku Inc Com Cl A Stock (ROKU) 0.0 $303k 3.2k 94.62
Broadridge Finl Solutions Stock (BR) 0.0 $301k 1.9k 162.48
Mdu Res Group Stock (MDU) 0.0 $299k 14k 20.72
Hawaiian Elec Inds Inc Mtn Be Stock (HE) 0.0 $299k 20k 14.84
Envista Holdings Corporation Stock (NVST) 0.0 $298k 12k 25.37
Dollar Gen Corp Stock (DG) 0.0 $298k 2.5k 118.73
Timken Stock (TKR) 0.0 $298k 3.0k 100.57
Zoom Communications Inc Cl A Stock (ZM) 0.0 $297k 3.7k 80.39
Woori Finl Group Adr (WF) 0.0 $297k 4.5k 66.60
Suncor Energy Stock (SU) 0.0 $297k 4.5k 66.11
Microchip Technology Stock (MCHP) 0.0 $296k 4.6k 64.61
Alibaba Group Hldg Adr (BABA) 0.0 $296k 2.4k 125.46
Match Group Stock (MTCH) 0.0 $296k 9.6k 30.71
Henry Jack & Assoc Stock (JKHY) 0.0 $293k 1.9k 158.04
Sony Group Corp Adr (SONY) 0.0 $292k 14k 20.70
Vanguard Total World Stock Etf Etf (VT) 0.0 $291k 2.1k 138.32
First Hawaiian Stock (FHB) 0.0 $290k 12k 24.64
Five Below Stock (FIVE) 0.0 $289k 1.3k 228.48
Take-two Interactive Software Stock (TTWO) 0.0 $289k 1.5k 197.55
Masco Corp Stock (MAS) 0.0 $289k 4.8k 60.37
Ishares Latin America 40 Etf Etf (ILF) 0.0 $289k 8.1k 35.52
Nnn Reit Reit (NNN) 0.0 $289k 6.9k 42.03
Ge Healthcare Technologies Stock (GEHC) 0.0 $288k 4.0k 71.19
Healthequity Stock (HQY) 0.0 $288k 3.4k 83.57
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $287k 1.9k 148.10
Middleby Corp Stock (MIDD) 0.0 $286k 2.2k 132.58
Otis Worldwide Corp Stock (OTIS) 0.0 $286k 3.7k 77.08
Zimmer Biomet Holdings Stock (ZBH) 0.0 $286k 3.2k 90.42
Evergy Stock (EVRG) 0.0 $286k 3.5k 81.92
Icici Bank Adr (IBN) 0.0 $286k 11k 25.90
Ormat Technologies Stock (ORA) 0.0 $286k 2.6k 111.92
Ciena Corp Stock (CIEN) 0.0 $285k 735.00 388.23
Vertiv Holdings Co Com Cl A Stock (VRT) 0.0 $285k 1.1k 250.53
Itt Stock (ITT) 0.0 $284k 1.5k 190.53
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.0 $284k 3.7k 77.18
Agco Corp Stock (AGCO) 0.0 $283k 2.4k 115.87
Vistra Corp Stock (VST) 0.0 $282k 1.9k 150.36
Paylocity Hldg Corp Stock (PCTY) 0.0 $282k 2.6k 108.04
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO) 0.0 $281k 11k 25.37
Viatris Stock (VTRS) 0.0 $281k 21k 13.51
Vaneck Gold Miners Etf Etf (GDX) 0.0 $281k 3.1k 91.78
Schneider National Inc Cl B Stock (SNDR) 0.0 $280k 11k 26.36
Epr Pptys Com Sh Ben Int Reit (EPR) 0.0 $280k 5.6k 49.96
Align Technology Stock (ALGN) 0.0 $279k 1.6k 171.43
Conagra Brands Stock (CAG) 0.0 $279k 18k 15.72
News Corp New Cl A Stock (NWSA) 0.0 $279k 11k 24.93
Lululemon Athletica Stock (LULU) 0.0 $279k 1.8k 153.08
Kb Finl Group Adr (KB) 0.0 $277k 2.8k 99.73
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $277k 9.0k 30.68
Sap Se Adr (SAP) 0.0 $276k 1.6k 171.21
Bhp Billiton Adr (BHP) 0.0 $275k 3.8k 72.74
Shinhan Financial Group Co Ltd Spn Adr Restrd Adr (SHG) 0.0 $275k 4.5k 61.32
Kraft Heinz Stock (KHC) 0.0 $275k 12k 22.49
Molson Coors Beverage Co Cl B Stock (TAP) 0.0 $274k 6.4k 43.06
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $274k 3.9k 70.18
Mid-amer Apt Cmntys Reit (MAA) 0.0 $270k 2.2k 122.12
Hdfc Bank Adr (HDB) 0.0 $270k 11k 24.88
Illumina Stock (ILMN) 0.0 $269k 2.2k 123.26
State Street Communication Services Select Sector Spdr Etf Etf (XLC) 0.0 $269k 2.4k 110.86
Public Storage Oper Reit (PSA) 0.0 $268k 990.00 270.88
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $268k 9.2k 29.08
Descartes Sys Group Stock (DSGX) 0.0 $268k 3.7k 71.56
Apollo Global Mgmt Stock (APO) 0.0 $267k 2.4k 111.42
Posco Holdings Adr (PKX) 0.0 $266k 4.6k 58.49
Ase Technology Hldg Adr (ASX) 0.0 $266k 12k 21.68
Immunitybio Stock (IBRX) 0.0 $266k 35k 7.67
General Mills Stock (GIS) 0.0 $266k 7.1k 37.22
Fortune Brands Innovations Stock (FBIN) 0.0 $266k 6.8k 38.97
Dollar Tree Stock (DLTR) 0.0 $264k 2.4k 109.51
First Trust Value Line Dividend Index Fund Etf (FVD) 0.0 $264k 5.6k 47.03
Dr Reddys Labs Adr (RDY) 0.0 $263k 19k 13.85
Fidelity Msci Energy Index Etf Etf (FENY) 0.0 $263k 7.7k 34.02
Brown & Brown Stock (BRO) 0.0 $261k 4.0k 65.21
Msc Indl Direct Inc Cl A Stock (MSM) 0.0 $261k 2.8k 92.27
Regency Ctrs Corp Reit (REG) 0.0 $261k 3.5k 75.66
Nebius Group N.v. Shs Class A Stock (NBIS) 0.0 $259k 2.5k 103.76
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.0 $259k 5.7k 45.89
Texas Pacific Land Corporation Stock (TPL) 0.0 $258k 544.00 474.56
Live Nation Entertainment Stock (LYV) 0.0 $257k 1.7k 152.51
Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.0 $257k 2.8k 92.28
Genpact Stock (G) 0.0 $255k 6.8k 37.25
Edison Intl Stock (EIX) 0.0 $255k 3.5k 73.18
Cognex Corp Stock (CGNX) 0.0 $253k 5.2k 48.99
Cousins Pptys Reit (CUZ) 0.0 $251k 11k 22.57
Ameriprise Finl Stock (AMP) 0.0 $249k 561.00 444.40
Ppl Corp Stock (PPL) 0.0 $249k 6.5k 38.20
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.0 $248k 4.0k 62.68
Crh Plc Ord Stock (CRH) 0.0 $248k 2.4k 105.12
Oge Energy Corp Stock (OGE) 0.0 $248k 5.2k 47.96
BP Adr (BP) 0.0 $248k 5.3k 47.00
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $248k 2.9k 86.70
Vanguard Real Estate Etf Etf (VNQ) 0.0 $248k 2.8k 88.70
Wec Energy Group Stock (WEC) 0.0 $247k 2.1k 115.75
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $247k 605.00 407.93
Cincinnati Finl Corp Stock (CINF) 0.0 $246k 1.6k 157.35
Clorox Co Del Stock (CLX) 0.0 $245k 2.4k 103.63
Insulet Corp Stock (PODD) 0.0 $245k 1.2k 209.84
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.0 $244k 2.8k 87.84
Ford Mtr Stock (F) 0.0 $244k 21k 11.54
Realty Income Corp Reit (O) 0.0 $243k 4.0k 61.18
Citizens Finl Group Stock (CFG) 0.0 $242k 4.0k 59.97
Baker Hughes Company Cl A Stock (BKR) 0.0 $242k 4.0k 61.05
Boyd Gaming Corp Stock (BYD) 0.0 $242k 2.9k 82.18
Elanco Animal Health Stock (ELAN) 0.0 $241k 10k 23.93
Texas Roadhouse Stock (TXRH) 0.0 $240k 1.5k 165.14
State Street Blackstone Senior Loan Etf Etf (SRLN) 0.0 $239k 6.0k 40.14
Mongodb Inc Cl A Stock (MDB) 0.0 $239k 976.00 244.66
First Indl Rlty Tr Reit (FR) 0.0 $239k 4.1k 57.85
Cdw Corp Stock (CDW) 0.0 $238k 2.0k 121.02
Nisource Stock (NI) 0.0 $238k 5.1k 46.66
Woodward Stock (WWD) 0.0 $238k 665.00 357.92
Truist Finl Corp Stock (TFC) 0.0 $236k 5.1k 45.97
Universal Hlth Svcs Inc Cl B Stock (UHS) 0.0 $234k 1.3k 179.00
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $234k 2.2k 106.02
Canadian Pacific Kansas City Stock (CP) 0.0 $232k 2.9k 78.66
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $231k 7.9k 29.13
Grand Canyon Ed Stock (LOPE) 0.0 $230k 1.4k 170.03
Archrock Stock (AROC) 0.0 $229k 6.6k 34.80
HP Stock (HPQ) 0.0 $228k 12k 19.21
Tetra Tech Stock (TTEK) 0.0 $227k 7.5k 30.12
Evertec Stock (EVTC) 0.0 $227k 8.0k 28.22
Bancorp Inc Del Stock (TBBK) 0.0 $227k 4.2k 53.73
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $226k 890.00 253.98
Mitsubishi Ufj Financial Group Adr (MUFG) 0.0 $226k 13k 16.97
Charter Communications Inc Cl A Stock (CHTR) 0.0 $225k 1.0k 215.88
Teradata Corp Del Stock (TDC) 0.0 $225k 8.8k 25.63
West Pharmaceutical Svsc Stock (WST) 0.0 $224k 895.00 250.64
Watsco Stock (WSO) 0.0 $223k 613.00 363.80
Moderna Stock (MRNA) 0.0 $223k 4.4k 50.80
Post Hldgs Stock (POST) 0.0 $222k 2.3k 98.86
Nordson Corp Stock (NDSN) 0.0 $222k 833.00 266.06
Toyota Motor Corp Ads Adr (TM) 0.0 $221k 1.1k 206.09
Abrdn Physical Gold Shares Etf Etf (SGOL) 0.0 $221k 5.0k 44.62
Cimpress Plc Shs Euro Stock (CMPR) 0.0 $220k 3.0k 73.00
Expeditors Intl Wash Stock (EXPD) 0.0 $219k 1.5k 143.23
Guidewire Software Stock (GWRE) 0.0 $219k 1.5k 149.56
Vulcan Matls Stock (VMC) 0.0 $218k 800.00 272.30
Banco Santander Sa Adr (SAN) 0.0 $217k 19k 11.28
Chefs Whse Stock (CHEF) 0.0 $217k 3.6k 59.45
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $217k 590.00 367.59
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.0 $217k 2.2k 97.66
Lennox Intl Stock (LII) 0.0 $216k 464.00 464.53
Pacer Us Small Cap Cash Cows Etf Etf (CALF) 0.0 $215k 4.8k 44.87
Everpure Inc Cl A Stock (PSTG) 0.0 $215k 3.6k 59.04
Dominos Pizza Stock (DPZ) 0.0 $215k 598.00 358.79
Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.0 $214k 3.1k 69.30
Ppg Inds Stock (PPG) 0.0 $214k 2.0k 106.88
Versant Media Group Inc Com Cl A Stock (VSNT) 0.0 $213k 5.8k 37.02
Oshkosh Corp Stock (OSK) 0.0 $213k 1.4k 147.21
Rollins Stock (ROL) 0.0 $213k 4.0k 53.41
State Street Spdr S&p Biotech Etf Etf (XBI) 0.0 $212k 1.7k 127.73
Avalonbay Cmntys Reit (AVB) 0.0 $210k 1.3k 163.35
Eqt Corp Stock (EQT) 0.0 $209k 3.3k 63.64
Marriott Vacations Worldwide C Stock (VAC) 0.0 $208k 3.2k 65.12
Novo-nordisk A S Adr (NVO) 0.0 $208k 5.6k 36.75
Qorvo Stock (QRVO) 0.0 $207k 2.7k 77.40
Travel Plus Leisure Stock (TNL) 0.0 $207k 3.0k 69.19
Unum Group Stock (UNM) 0.0 $206k 2.8k 73.03
Global Pmts Stock (GPN) 0.0 $206k 3.1k 67.30
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $206k 6.7k 30.50
Equity Residential Sh Ben Int Reit (EQR) 0.0 $205k 3.5k 59.15
Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ) 0.0 $205k 1.1k 189.05
Gallagher Arthur J & Co Stock (AJG) 0.0 $205k 945.00 216.58
Powell Inds Stock (POWL) 0.0 $205k 378.00 541.08
Epam Sys Stock (EPAM) 0.0 $204k 1.5k 135.40
Davita Stock (DVA) 0.0 $204k 1.3k 153.69
Centerpoint Energy Stock (CNP) 0.0 $203k 4.7k 43.16
Berkley W R Corp Stock (WRB) 0.0 $201k 3.0k 66.28
Carnival Corp Stock (CCL) 0.0 $201k 7.7k 25.88
Assured Guaranty Stock (AGO) 0.0 $200k 2.5k 81.48
United Microelectronics Corp Adr (UMC) 0.0 $190k 21k 8.98
Park Hotels & Resorts Reit (PK) 0.0 $180k 17k 10.53
C4 Therapeutics Inc Com Stk Stock (CCCC) 0.0 $175k 67k 2.63
Novocure Ltd Ord Stock (NVCR) 0.0 $172k 16k 10.90
Huntsman Corp Stock (HUN) 0.0 $169k 13k 13.31
Zoominfo Technologies Stock (GTM) 0.0 $163k 27k 5.98
Mizuho Financial Group Adr (MFG) 0.0 $162k 20k 7.94
Infosys Adr (INFY) 0.0 $156k 12k 13.51
Lg Display Co Ltd Spons Adr Rep Adr (LPL) 0.0 $147k 38k 3.88
Leggett & Platt Stock (LEG) 0.0 $145k 15k 9.88
Flexible Solutions Intl Stock (FSI) 0.0 $136k 25k 5.40
Great Elm Cap Corp Cef (GECC) 0.0 $133k 27k 5.01
Golub Cap Bdc Cef (GBDC) 0.0 $132k 10k 12.66
Telefonaktiebolaget Lm Ericss Adr B Sek 10 Adr (ERIC) 0.0 $127k 11k 11.27
Blue Owl Capital Corporation Cef (OBDC) 0.0 $127k 11k 11.06
Wipro Ltd Spon Adr 1 Sh Adr (WIT) 0.0 $117k 55k 2.12
Ccc Intelligent Solutions Hld Stock (CCC) 0.0 $115k 19k 6.00
Prime Medicine Stock (PRME) 0.0 $113k 32k 3.48
Nomura Hldgs Adr (NMR) 0.0 $94k 12k 7.89
Teladoc Health Stock (TDOC) 0.0 $94k 17k 5.45
New Fortress Energy Inc Com Cl A Stock (NFE) 0.0 $90k 152k 0.59
Lloyds Banking Group Adr (LYG) 0.0 $74k 15k 5.03
Certara Stock (CERT) 0.0 $70k 12k 5.70
Daktari Stock (DAKT) 0.0 $41k 41k 1.00
Ambev Sa Adr (ABEV) 0.0 $36k 12k 2.92
Oncolytics Biotech Stock (ONCY) 0.0 $8.5k 10k 0.85
Verde Clean Fuels Inc Wt Exp 021528 Stock (VGASW) 0.0 $1.3k 62k 0.02