Crews Bank & Trust as of Sept. 30, 2025
Portfolio Holdings for Crews Bank & Trust
Crews Bank & Trust holds 636 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 |
|---|---|---|---|---|---|
| SPDR DJ Wilshire Large Cap (SPLG) | 12.6 | $86M | 1.1M | 78.34 | |
| Ishares Tr 0-5yr invt gr cp (SLQD) | 5.1 | $35M | 684k | 50.83 | |
| Vanguard Dividend Appreciation ETF (VIG) | 5.0 | $34M | 159k | 215.79 | |
| Vanguard High Dividend Yield ETF (VYM) | 5.0 | $34M | 240k | 140.95 | |
| Vanguard Growth ETF (VUG) | 4.4 | $30M | 63k | 479.61 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 4.1 | $28M | 603k | 46.32 | |
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 3.3 | $23M | 663k | 33.89 | |
| SPDR DJ Wilshire Mid Cap (SPMD) | 3.1 | $21M | 374k | 57.19 | |
| Apple (AAPL) | 2.8 | $19M | 76k | 254.63 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 2.7 | $18M | 218k | 84.11 | |
| Microsoft Corporation (MSFT) | 2.3 | $16M | 30k | 517.95 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 2.3 | $16M | 82k | 189.70 | |
| Ishares Inc cmn (EUSA) | 2.3 | $16M | 151k | 102.97 | |
| Vanguard Short-Term Bond ETF (BSV) | 1.4 | $9.8M | 124k | 78.91 | |
| Technology SPDR (XLK) | 1.3 | $8.8M | 31k | 281.86 | |
| Vanguard Total Stock Market ETF (VTI) | 1.3 | $8.7M | 27k | 328.17 | |
| Ishares Tr core div grwth (DGRO) | 1.2 | $8.5M | 125k | 68.08 | |
| Visa (V) | 1.0 | $7.2M | 21k | 341.38 | |
| Spdr S&p 500 Etf (SPY) | 1.0 | $6.7M | 10k | 666.18 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.9 | $6.4M | 11k | 600.37 | |
| Alphabet Inc Class A cs (GOOGL) | 0.9 | $6.3M | 26k | 243.10 | |
| SPDR ICE Preferred Securities ETF Pfd Stk (PSK) | 0.9 | $6.0M | 182k | 33.07 | |
| Vanguard Bd Index Fds (VUSB) | 0.9 | $5.9M | 119k | 49.99 | |
| Ishares Tr ibonds dec2026 (IBDR) | 0.8 | $5.4M | 223k | 24.30 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $5.1M | 16k | 315.43 | |
| Amazon (AMZN) | 0.7 | $5.0M | 23k | 219.57 | |
| Ishares Tr ibonds etf (IBDS) | 0.7 | $4.8M | 197k | 24.34 | |
| Eli Lilly & Co. (LLY) | 0.7 | $4.6M | 6.0k | 763.00 | |
| iShares Russell 2000 Index (IWM) | 0.6 | $4.4M | 18k | 241.96 | |
| Ishares Tr ibds dec28 etf (IBDT) | 0.6 | $4.3M | 170k | 25.52 | |
| Ishares Tr ibnd dec25 etf (IBDQ) | 0.6 | $4.2M | 166k | 25.19 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.5 | $3.7M | 6.2k | 596.03 | |
| Alphabet Inc Class C cs (GOOG) | 0.5 | $3.6M | 15k | 243.55 | |
| iShares U.S. Preferred Stock ETF Pfd Stk (PFF) | 0.5 | $3.2M | 102k | 31.62 | |
| Home Depot (HD) | 0.5 | $3.1M | 7.6k | 405.19 | |
| Intercontinental Exchange (ICE) | 0.4 | $3.0M | 18k | 168.48 | |
| Oracle Corporation (ORCL) | 0.4 | $2.9M | 10k | 281.24 | |
| Vanguard Telecommunication Services ETF (VOX) | 0.4 | $2.8M | 15k | 187.73 | |
| Vanguard Mega Cap 300 Index (MGC) | 0.4 | $2.7M | 11k | 244.09 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.4 | $2.7M | 24k | 111.47 | |
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.4 | $2.6M | 30k | 84.68 | |
| McDonald's Corporation (MCD) | 0.4 | $2.5M | 8.3k | 303.89 | |
| Ishares Tr ibonds dec 29 (IBDU) | 0.4 | $2.5M | 107k | 23.47 | |
| Financial Select Sector SPDR (XLF) | 0.4 | $2.5M | 46k | 53.87 | |
| Consumer Discretionary SPDR (XLY) | 0.4 | $2.5M | 10k | 239.64 | |
| Johnson & Johnson (JNJ) | 0.4 | $2.4M | 13k | 185.42 | |
| Global X US Preferred ETF Pfd Stk (PFFD) | 0.4 | $2.4M | 123k | 19.43 | |
| Qualcomm (QCOM) | 0.3 | $2.4M | 14k | 166.36 | |
| NVIDIA Corporation (NVDA) | 0.3 | $2.2M | 12k | 186.58 | |
| Abbvie (ABBV) | 0.3 | $2.2M | 9.3k | 231.54 | |
| United Ins Hldgs (ACIC) | 0.3 | $2.2M | 189k | 11.39 | |
| Ishares High Dividend Equity F (HDV) | 0.3 | $2.1M | 17k | 122.45 | |
| Utilities SPDR (XLU) | 0.3 | $2.1M | 24k | 87.21 | |
| Health Care SPDR (XLV) | 0.3 | $2.1M | 15k | 139.17 | |
| Industrial SPDR (XLI) | 0.3 | $2.0M | 13k | 154.23 | |
| Chevron Corporation (CVX) | 0.3 | $1.9M | 12k | 155.29 | |
| Blackrock (BLK) | 0.3 | $1.9M | 1.6k | 1165.87 | |
| Corning Incorporated (GLW) | 0.3 | $1.8M | 22k | 82.03 | |
| Vanguard Value ETF (VTV) | 0.3 | $1.8M | 9.5k | 186.49 | |
| Ishares Tr fltg rate nt (FLOT) | 0.3 | $1.8M | 35k | 51.09 | |
| Cme (CME) | 0.3 | $1.8M | 6.5k | 270.19 | |
| Procter & Gamble Company (PG) | 0.3 | $1.7M | 11k | 153.65 | |
| Nextera Energy (NEE) | 0.2 | $1.7M | 22k | 75.49 | |
| Wal-Mart Stores (WMT) | 0.2 | $1.7M | 16k | 103.06 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.7M | 1.8k | 925.63 | |
| Deere & Company (DE) | 0.2 | $1.7M | 3.6k | 457.26 | |
| Honeywell International (HON) | 0.2 | $1.7M | 7.8k | 210.50 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.2 | $1.6M | 20k | 82.58 | |
| Cisco Systems (CSCO) | 0.2 | $1.6M | 23k | 68.42 | |
| Truist Financial Corp equities (TFC) | 0.2 | $1.6M | 35k | 45.72 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $1.6M | 17k | 91.42 | |
| Carrier Global Corporation (CARR) | 0.2 | $1.5M | 25k | 59.70 | |
| American Tower Reit (AMT) | 0.2 | $1.4M | 7.4k | 192.32 | |
| Spdr Ser Tr cmn (FLRN) | 0.2 | $1.4M | 46k | 30.86 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.4M | 13k | 112.75 | |
| Materials SPDR (XLB) | 0.2 | $1.4M | 16k | 89.62 | |
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.2 | $1.4M | 13k | 100.70 | |
| Pepsi (PEP) | 0.2 | $1.3M | 9.5k | 140.44 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $1.3M | 16k | 82.96 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.3M | 3.7k | 352.75 | |
| Energy Select Sector SPDR (XLE) | 0.2 | $1.3M | 15k | 89.34 | |
| iShares Lehman Short Treasury Bond (SHV) | 0.2 | $1.2M | 11k | 110.49 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $1.2M | 2.4k | 499.21 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $1.1M | 1.9k | 612.38 | |
| Ishares Tr (IBDV) | 0.2 | $1.1M | 51k | 22.15 | |
| Facebook Inc cl a (META) | 0.2 | $1.1M | 1.5k | 734.38 | |
| Union Pacific Corporation (UNP) | 0.2 | $1.1M | 4.7k | 236.37 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.2 | $1.1M | 14k | 78.37 | |
| Amgen (AMGN) | 0.2 | $1.0M | 3.7k | 282.20 | |
| Emerson Electric (EMR) | 0.1 | $1.0M | 7.7k | 131.18 | |
| Capital One Financial (COF) | 0.1 | $1.0M | 4.7k | 212.58 | |
| Ishares Tr ibonds dec 28 (IBMQ) | 0.1 | $969k | 38k | 25.64 | |
| Ishares Tr ibonds dec 26 (IBMO) | 0.1 | $957k | 37k | 25.66 | |
| Coca-Cola Company (KO) | 0.1 | $953k | 14k | 66.32 | |
| 3M Company (MMM) | 0.1 | $952k | 6.1k | 155.18 | |
| Paychex (PAYX) | 0.1 | $949k | 7.5k | 126.76 | |
| Ishares Tr ibonds dec 27 (IBMP) | 0.1 | $944k | 37k | 25.48 | |
| Dover Corporation (DOV) | 0.1 | $934k | 5.6k | 166.83 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $927k | 8.7k | 106.49 | |
| Ssga Active Etf Tr ult sht trm bd (ULST) | 0.1 | $914k | 23k | 40.69 | |
| Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.1 | $900k | 19k | 48.22 | |
| Abbott Laboratories (ABT) | 0.1 | $876k | 6.5k | 133.94 | |
| Lowe's Companies (LOW) | 0.1 | $846k | 3.4k | 251.31 | |
| Bank of America Corporation (BAC) | 0.1 | $845k | 16k | 51.59 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $836k | 13k | 65.26 | |
| Walt Disney Company (DIS) | 0.1 | $835k | 7.3k | 114.50 | |
| Dimensional Etf Trust National Municip (DFNM) | 0.1 | $833k | 17k | 47.98 | |
| Verizon Communications (VZ) | 0.1 | $807k | 18k | 43.95 | |
| Medtronic (MDT) | 0.1 | $783k | 8.2k | 95.24 | |
| At&t (T) | 0.1 | $782k | 28k | 28.24 | |
| Public Service Enterprise (PEG) | 0.1 | $778k | 9.3k | 83.46 | |
| UnitedHealth (UNH) | 0.1 | $745k | 2.2k | 345.30 | |
| AFLAC Incorporated (AFL) | 0.1 | $738k | 6.6k | 111.70 | |
| ConocoPhillips (COP) | 0.1 | $705k | 7.5k | 94.59 | |
| American Centy Etf Tr (AVMU) | 0.1 | $690k | 15k | 45.60 | |
| Argenx Se (ARGX) | 0.1 | $690k | 935.00 | 737.56 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $689k | 5.8k | 118.83 | |
| Merck & Co (MRK) | 0.1 | $664k | 7.9k | 83.93 | |
| Jp Morgan Exchange Traded Fd fund (JMUB) | 0.1 | $652k | 13k | 50.47 | |
| Kinder Morgan (KMI) | 0.1 | $639k | 23k | 28.31 | |
| Duke Energy (DUK) | 0.1 | $637k | 5.1k | 123.75 | |
| RBB (ZTRE) | 0.1 | $633k | 12k | 51.34 | |
| Spdr Gold Minishares Trust (GLDM) | 0.1 | $633k | 8.3k | 76.45 | |
| RBB (ZTWO) | 0.1 | $628k | 12k | 50.94 | |
| Morgan Stanley (MS) | 0.1 | $613k | 3.9k | 158.96 | |
| Pza etf (PZA) | 0.1 | $601k | 26k | 23.09 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.1 | $594k | 12k | 50.07 | |
| Sherwin-Williams Company (SHW) | 0.1 | $594k | 1.7k | 346.26 | |
| CVS Caremark Corporation (CVS) | 0.1 | $583k | 7.7k | 75.39 | |
| Broadcom (AVGO) | 0.1 | $582k | 1.8k | 329.91 | |
| Vanguard Information Technology ETF (VGT) | 0.1 | $573k | 767.00 | 746.63 | |
| MasterCard Incorporated (MA) | 0.1 | $567k | 997.00 | 568.81 | |
| Advanced Micro Devices (AMD) | 0.1 | $566k | 3.5k | 161.79 | |
| Vanguard Wellington (VTES) | 0.1 | $566k | 5.6k | 101.92 | |
| Caterpillar (CAT) | 0.1 | $565k | 1.2k | 477.15 | |
| iShares S&P 500 Index (IVV) | 0.1 | $562k | 840.00 | 669.30 | |
| Taiwan Semiconductor Mfg (TSM) | 0.1 | $552k | 2.0k | 279.29 | |
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.1 | $549k | 4.6k | 118.37 | |
| Invesco Bulletshares 2027 Corporate Bond Etf bulshs 2027 cb (BSCR) | 0.1 | $539k | 27k | 19.71 | |
| Philip Morris International (PM) | 0.1 | $536k | 3.3k | 162.20 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $532k | 1.1k | 502.74 | |
| Goldman Sachs (GS) | 0.1 | $532k | 668.00 | 796.35 | |
| Invesco Exch Trd Slf Idx Fd Tr etfbd (BSCQ) | 0.1 | $523k | 27k | 19.56 | |
| Cummins (CMI) | 0.1 | $507k | 1.2k | 422.37 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $494k | 2.9k | 167.33 | |
| Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.1 | $478k | 9.3k | 51.28 | |
| Nike (NKE) | 0.1 | $478k | 6.9k | 69.73 | |
| Danaher Corporation (DHR) | 0.1 | $476k | 2.4k | 198.26 | |
| Pfizer (PFE) | 0.1 | $476k | 19k | 25.48 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $474k | 977.00 | 485.02 | |
| CSX Corporation (CSX) | 0.1 | $469k | 13k | 35.51 | |
| Spdr Series Trust aerospace def (XAR) | 0.1 | $465k | 2.0k | 234.96 | |
| Intuit (INTU) | 0.1 | $454k | 665.00 | 682.91 | |
| Ishares Ibonds Dec 2029 Muni Etf (IBMR) | 0.1 | $452k | 18k | 25.53 | |
| Vanguard Mun Bd Fds (VTEI) | 0.1 | $436k | 4.4k | 100.33 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $431k | 5.4k | 79.93 | |
| Ishares Ibonds Dec 2026 Term T (IBTG) | 0.1 | $430k | 19k | 22.95 | |
| Crh (CRH) | 0.1 | $426k | 3.6k | 119.90 | |
| Southern Company (SO) | 0.1 | $419k | 4.4k | 94.77 | |
| Vanguard Long Term Corporate Bond ETF (VCLT) | 0.1 | $415k | 5.4k | 77.65 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $412k | 3.3k | 124.34 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.1 | $411k | 11k | 36.55 | |
| Eaton (ETN) | 0.1 | $403k | 1.1k | 374.25 | |
| Invesco Exch Trd Slf Idx Fd invsco blsh 28 (BSCS) | 0.1 | $403k | 20k | 20.57 | |
| Monster Beverage Corp (MNST) | 0.1 | $402k | 6.0k | 67.31 | |
| Church & Dwight (CHD) | 0.1 | $401k | 4.6k | 87.63 | |
| Waste Management (WM) | 0.1 | $399k | 1.8k | 220.83 | |
| International Business Machines (IBM) | 0.1 | $382k | 1.4k | 282.16 | |
| Ishares Ibonds Dec 2025 Term T (IBTF) | 0.1 | $380k | 16k | 23.36 | |
| Invesco Preferred ETF Pfd Stk (PGX) | 0.1 | $377k | 33k | 11.60 | |
| Ishares Ibonds Dec 2027 Term T (IBTH) | 0.1 | $374k | 17k | 22.52 | |
| Ishares Tr (IBDW) | 0.1 | $374k | 18k | 21.22 | |
| Ishares Ibonds Dec 2028 Term T (IBTI) | 0.1 | $369k | 17k | 22.39 | |
| Wec Energy Group (WEC) | 0.1 | $352k | 3.1k | 114.59 | |
| Ishares Ibonds Dec 2029 Term T (IBTJ) | 0.1 | $351k | 16k | 21.95 | |
| TJX Companies (TJX) | 0.1 | $348k | 2.4k | 144.54 | |
| Allstate Corporation (ALL) | 0.1 | $347k | 1.6k | 214.65 | |
| Target Corporation (TGT) | 0.0 | $337k | 3.8k | 89.70 | |
| Ishares Tr (IBMS) | 0.0 | $335k | 13k | 26.08 | |
| CenterPoint Energy (CNP) | 0.0 | $329k | 8.5k | 38.80 | |
| Ferrari Nv Ord (RACE) | 0.0 | $321k | 662.00 | 485.22 | |
| Us Treasury 2 Year Note Etf (UTWO) | 0.0 | $321k | 6.6k | 48.57 | |
| eBay (EBAY) | 0.0 | $318k | 3.5k | 90.95 | |
| Intuitive Surgical (ISRG) | 0.0 | $317k | 708.00 | 447.23 | |
| Spdr Ser Tr sp500 high div (SPYD) | 0.0 | $312k | 7.1k | 44.00 | |
| Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.0 | $311k | 6.8k | 45.57 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $311k | 1.1k | 293.74 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $292k | 2.7k | 108.96 | |
| RBB (OBIL) | 0.0 | $292k | 5.8k | 50.30 | |
| Tri-Continental Corporation (TY) | 0.0 | $289k | 8.5k | 34.00 | |
| Starbucks Corporation (SBUX) | 0.0 | $287k | 3.4k | 84.60 | |
| Itt (ITT) | 0.0 | $286k | 1.6k | 178.76 | |
| Travelers Companies (TRV) | 0.0 | $286k | 1.0k | 279.22 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $285k | 2.4k | 120.72 | |
| Ishares Tr ibonds dec 25 (IBMN) | 0.0 | $284k | 11k | 26.79 | |
| Watsco, Incorporated (WSO.B) | 0.0 | $281k | 700.00 | 400.80 | |
| Invesco Exch Trd Slf Idx Fd buletshs 2029 (BSCT) | 0.0 | $271k | 14k | 18.81 | |
| Casey's General Stores (CASY) | 0.0 | $270k | 477.00 | 565.32 | |
| Paypal Holdings (PYPL) | 0.0 | $268k | 4.0k | 67.06 | |
| Oneok (OKE) | 0.0 | $268k | 3.7k | 72.97 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $267k | 1.5k | 183.73 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $258k | 1.3k | 203.59 | |
| Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.0 | $250k | 4.2k | 60.03 | |
| Ishares Tr Exponential Technologies Etf (XT) | 0.0 | $243k | 3.4k | 71.94 | |
| Bristol Myers Squibb (BMY) | 0.0 | $237k | 5.3k | 45.10 | |
| Intel Corporation (INTC) | 0.0 | $234k | 7.0k | 33.55 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $231k | 8.5k | 27.30 | |
| PNC Financial Services (PNC) | 0.0 | $228k | 1.1k | 200.93 | |
| Ameriprise Financial (AMP) | 0.0 | $225k | 458.00 | 491.25 | |
| Air Products & Chemicals (APD) | 0.0 | $225k | 824.00 | 272.72 | |
| Citigroup (C) | 0.0 | $220k | 2.2k | 101.50 | |
| Xylem (XYL) | 0.0 | $214k | 1.4k | 147.50 | |
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $211k | 3.8k | 55.33 | |
| Automatic Data Processing (ADP) | 0.0 | $210k | 714.00 | 293.50 | |
| United Rentals (URI) | 0.0 | $206k | 216.00 | 954.66 | |
| Moody's Corporation (MCO) | 0.0 | $201k | 421.00 | 476.48 | |
| Altria (MO) | 0.0 | $201k | 3.0k | 66.06 | |
| Invesco Bulletshares 2026 Mu buls (BSMQ) | 0.0 | $200k | 8.5k | 23.62 | |
| Invesco Exch Trd Slf Idx Fd bulshs 2027 muni (BSMR) | 0.0 | $200k | 8.5k | 23.66 | |
| Invesco Exch Trd Slf Idx Fd bulshs 2028 muni (BSMS) | 0.0 | $200k | 8.5k | 23.41 | |
| Invesco Exch Trd Slf Idx Fd bulshs 2029 muni (BSMT) | 0.0 | $200k | 8.7k | 23.10 | |
| Invesco Exch Trd Slf Idx (BSMU) | 0.0 | $200k | 9.1k | 21.92 | |
| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.0 | $200k | 1.7k | 120.50 | |
| Invesco Exch Trd Slf Idx (BSMV) | 0.0 | $199k | 9.5k | 21.01 | |
| Netflix (NFLX) | 0.0 | $197k | 164.00 | 1198.92 | |
| Invesco Exchng Trad Slf Inde (BSMW) | 0.0 | $196k | 7.9k | 24.98 | |
| Wells Fargo & Company (WFC) | 0.0 | $196k | 2.3k | 83.82 | |
| Invesco Exchng Trad Slf Inde (BSSX) | 0.0 | $196k | 7.7k | 25.55 | |
| Tower Semiconductor (TSEM) | 0.0 | $188k | 2.6k | 72.30 | |
| Ameren Corporation (AEE) | 0.0 | $180k | 1.7k | 104.38 | |
| Tesla Motors (TSLA) | 0.0 | $175k | 393.00 | 444.72 | |
| DTE Energy Company (DTE) | 0.0 | $166k | 1.2k | 141.43 | |
| Tor Dom Bk Cad (TD) | 0.0 | $166k | 2.1k | 79.95 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.0 | $163k | 1.6k | 104.51 | |
| Genuine Parts Company (GPC) | 0.0 | $163k | 1.2k | 138.60 | |
| Comcast Corporation (CMCSA) | 0.0 | $162k | 5.2k | 31.42 | |
| Trade Desk (TTD) | 0.0 | $160k | 3.3k | 49.01 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $159k | 2.2k | 73.46 | |
| Guggenheim Bulletshrs 2025 Corp Bd Etf (BSCP) | 0.0 | $158k | 7.6k | 20.69 | |
| U.S. Bancorp (USB) | 0.0 | $158k | 3.3k | 48.33 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $155k | 2.9k | 53.03 | |
| First Trust Morningstar Divid Ledr (FDL) | 0.0 | $154k | 3.6k | 43.41 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $153k | 2.1k | 71.53 | |
| Norfolk Southern (NSC) | 0.0 | $152k | 507.00 | 300.41 | |
| Shopify Inc cl a (SHOP) | 0.0 | $149k | 1.0k | 148.61 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $148k | 1.0k | 142.10 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $147k | 1.5k | 100.25 | |
| Global X Fds (SDIV) | 0.0 | $147k | 6.1k | 23.98 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $146k | 852.00 | 170.85 | |
| Clorox Company (CLX) | 0.0 | $145k | 1.2k | 123.30 | |
| SPDR KBW Regional Banking (KRE) | 0.0 | $144k | 2.3k | 63.30 | |
| Enbridge (ENB) | 0.0 | $144k | 2.8k | 50.46 | |
| First Trust NASDAQ-100 Tech Sector InETF (QTEC) | 0.0 | $143k | 623.00 | 229.61 | |
| Dominion Resources (D) | 0.0 | $138k | 2.3k | 61.17 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $137k | 293.00 | 468.41 | |
| FedEx Corporation (FDX) | 0.0 | $136k | 576.00 | 235.81 | |
| SYSCO Corporation (SYY) | 0.0 | $135k | 1.6k | 82.34 | |
| Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf (WDIV) | 0.0 | $134k | 1.8k | 72.70 | |
| Rockwell Automation (ROK) | 0.0 | $131k | 374.00 | 349.53 | |
| Global X Fds globx supdv us (DIV) | 0.0 | $129k | 7.3k | 17.69 | |
| Mondelez Int (MDLZ) | 0.0 | $128k | 2.0k | 62.47 | |
| Invesco S&p 500 High Div, Low V equities (SPHD) | 0.0 | $127k | 2.6k | 49.45 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $123k | 484.00 | 254.28 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $122k | 1.6k | 78.09 | |
| Micron Technology (MU) | 0.0 | $119k | 711.00 | 167.32 | |
| Rdiv etf (RDIV) | 0.0 | $117k | 2.3k | 52.12 | |
| SPDR S&P International Dividend (DWX) | 0.0 | $117k | 2.7k | 42.70 | |
| First Trust Tech AlphaDEX Fnd (FXL) | 0.0 | $116k | 692.00 | 167.99 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $115k | 1.3k | 87.31 | |
| Yum! Brands (YUM) | 0.0 | $114k | 747.00 | 152.00 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $112k | 1.2k | 95.47 | |
| Ishares Tr (IBMT) | 0.0 | $110k | 4.3k | 25.88 | |
| MetLife (MET) | 0.0 | $108k | 1.3k | 82.37 | |
| Eversource Energy (ES) | 0.0 | $105k | 1.5k | 71.14 | |
| Consolidated Edison (ED) | 0.0 | $104k | 1.0k | 100.52 | |
| American Express Company (AXP) | 0.0 | $104k | 312.00 | 332.16 | |
| Boston Scientific Corporation (BSX) | 0.0 | $104k | 1.1k | 97.63 | |
| Blackrock Etf Trust Ii (INMU) | 0.0 | $103k | 4.3k | 23.94 | |
| Novartis (NVS) | 0.0 | $101k | 786.00 | 128.24 | |
| Williams Companies (WMB) | 0.0 | $101k | 1.6k | 63.35 | |
| Invesco S&p 500 Top 50 Etf (XLG) | 0.0 | $101k | 1.8k | 57.52 | |
| Fastenal Company (FAST) | 0.0 | $101k | 2.1k | 49.04 | |
| First Trust DJ Internet Index Fund (FDN) | 0.0 | $100k | 356.00 | 279.84 | |
| SPDR Gold Trust (GLD) | 0.0 | $99k | 278.00 | 355.47 | |
| Invesco Exchange Traded Fd Tr etf (PEY) | 0.0 | $99k | 4.7k | 21.07 | |
| Essential Utils (WTRG) | 0.0 | $99k | 2.5k | 39.90 | |
| iShares Gold Trust (IAU) | 0.0 | $99k | 1.4k | 72.77 | |
| General Dynamics Corporation (GD) | 0.0 | $98k | 286.00 | 341.00 | |
| WisdomTree Intl. SmallCap Div (DLS) | 0.0 | $97k | 1.2k | 79.51 | |
| Coherent Corp (COHR) | 0.0 | $97k | 900.00 | 107.72 | |
| J.M. Smucker Company (SJM) | 0.0 | $96k | 885.00 | 108.60 | |
| SPDR KBW Insurance (KIE) | 0.0 | $94k | 1.6k | 59.32 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $93k | 1.3k | 74.49 | |
| Schwab Strategic Tr cmn (SCHV) | 0.0 | $93k | 3.2k | 29.11 | |
| Ishares Tr core strm usbd (ISTB) | 0.0 | $92k | 1.9k | 48.84 | |
| American Electric Power Company (AEP) | 0.0 | $92k | 813.00 | 112.50 | |
| Dimensional Etf Trust (DFAW) | 0.0 | $91k | 1.3k | 71.86 | |
| General Mills (GIS) | 0.0 | $90k | 1.8k | 50.42 | |
| Otter Tail Corporation (OTTR) | 0.0 | $90k | 1.1k | 81.97 | |
| Linde (LIN) | 0.0 | $89k | 188.00 | 475.00 | |
| United Parcel Service (UPS) | 0.0 | $86k | 1.0k | 83.53 | |
| Trane Technologies (TT) | 0.0 | $84k | 200.00 | 421.96 | |
| Chubb (CB) | 0.0 | $84k | 298.00 | 282.25 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $84k | 181.00 | 463.74 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $83k | 212.00 | 391.64 | |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $82k | 2.7k | 30.29 | |
| AutoZone (AZO) | 0.0 | $82k | 19.00 | 4290.26 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $80k | 248.00 | 323.58 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $80k | 3.0k | 26.34 | |
| Boeing Company (BA) | 0.0 | $79k | 367.00 | 215.83 | |
| STMicroelectronics (STM) | 0.0 | $79k | 2.8k | 28.26 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $77k | 530.00 | 145.65 | |
| Etf Ser Solutions Defiance Next ef (SIXG) | 0.0 | $77k | 1.3k | 61.68 | |
| Ishares Tr (IBDX) | 0.0 | $77k | 3.0k | 25.62 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $76k | 125.00 | 609.32 | |
| Darden Restaurants (DRI) | 0.0 | $76k | 400.00 | 190.36 | |
| Dimensional Etf Trust (DFUS) | 0.0 | $75k | 1.0k | 72.44 | |
| Progressive Corporation (PGR) | 0.0 | $75k | 303.00 | 246.95 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $71k | 94.00 | 758.15 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $70k | 1.2k | 59.92 | |
| Ark Etf Tr web x.o etf (ARKW) | 0.0 | $70k | 400.00 | 174.61 | |
| Global X F Superdividend Reit Etf (SRET) | 0.0 | $69k | 3.2k | 21.64 | |
| Ecolab (ECL) | 0.0 | $69k | 251.00 | 273.86 | |
| Uber Technologies (UBER) | 0.0 | $69k | 700.00 | 97.97 | |
| Enterprise Products Partners (EPD) | 0.0 | $69k | 2.2k | 31.27 | |
| Schwab Strategic Tr intrm trm (SCHR) | 0.0 | $68k | 2.7k | 25.13 | |
| First Solar (FSLR) | 0.0 | $66k | 300.00 | 220.53 | |
| Labcorp Holdings (LH) | 0.0 | $66k | 230.00 | 287.06 | |
| Scotts Miracle-Gro Company (SMG) | 0.0 | $66k | 1.2k | 56.95 | |
| Ishares Inc core msci emkt (IEMG) | 0.0 | $66k | 1.0k | 65.92 | |
| Udr (UDR) | 0.0 | $65k | 1.7k | 37.26 | |
| Lincoln National Corporation (LNC) | 0.0 | $65k | 1.6k | 40.33 | |
| salesforce (CRM) | 0.0 | $64k | 271.00 | 237.00 | |
| AstraZeneca (AZN) | 0.0 | $64k | 836.00 | 76.72 | |
| IDEXX Laboratories (IDXX) | 0.0 | $64k | 100.00 | 638.89 | |
| Prudential Financial (PRU) | 0.0 | $63k | 605.00 | 103.74 | |
| Vanguard Financials ETF (VFH) | 0.0 | $62k | 475.00 | 131.24 | |
| Realty Income (O) | 0.0 | $62k | 1.0k | 60.79 | |
| Brown & Brown (BRO) | 0.0 | $61k | 655.00 | 93.79 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $61k | 3.6k | 17.27 | |
| Global X Fds Futr Analy Etf etp (AIQ) | 0.0 | $61k | 1.2k | 49.39 | |
| FirstEnergy (FE) | 0.0 | $61k | 1.3k | 45.82 | |
| Industries N shs - a - (LYB) | 0.0 | $60k | 1.2k | 49.04 | |
| Dt Midstream (DTM) | 0.0 | $60k | 533.00 | 113.06 | |
| Schlumberger (SLB) | 0.0 | $60k | 1.8k | 34.37 | |
| Zscaler Incorporated (ZS) | 0.0 | $60k | 200.00 | 299.66 | |
| First Trust Financials AlphaDEX (FXO) | 0.0 | $59k | 1.0k | 59.39 | |
| Colgate-Palmolive Company (CL) | 0.0 | $59k | 741.00 | 79.94 | |
| Stryker Corporation (SYK) | 0.0 | $58k | 157.00 | 369.67 | |
| Key (KEY) | 0.0 | $55k | 3.0k | 18.69 | |
| Pacer Fds Tr us cash cows 100 (COWZ) | 0.0 | $53k | 926.00 | 57.47 | |
| Invesco Buyback Achievers Etf equities (PKW) | 0.0 | $53k | 400.00 | 132.48 | |
| Bunge (BG) | 0.0 | $53k | 500.00 | 105.98 | |
| Vanguard Total Bond Market ETF (BND) | 0.0 | $53k | 711.00 | 74.37 | |
| Fiserv (FI) | 0.0 | $53k | 409.00 | 128.93 | |
| RBB (XFIX) | 0.0 | $52k | 1.0k | 52.26 | |
| Bondbloxx Bb Rated Usd Hy Cb (XBB) | 0.0 | $52k | 1.3k | 41.34 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $51k | 525.00 | 96.55 | |
| Vanguard Russell 1000 Value Et (VONV) | 0.0 | $51k | 565.00 | 89.37 | |
| Verisk Analytics (VRSK) | 0.0 | $50k | 200.00 | 251.51 | |
| Cigna Corp (CI) | 0.0 | $50k | 174.00 | 288.25 | |
| Illinois Tool Works (ITW) | 0.0 | $50k | 192.00 | 260.76 | |
| Veralto Corp (VLTO) | 0.0 | $50k | 468.00 | 106.61 | |
| Global X Fds autonmous ev etf (DRIV) | 0.0 | $50k | 1.8k | 28.28 | |
| Vanguard Lg Term Govt Bd ETF (VGLT) | 0.0 | $50k | 870.00 | 56.86 | |
| F5 Networks (FFIV) | 0.0 | $49k | 150.00 | 323.19 | |
| First Tr Exchange Traded Fd dj glbl divid (FGD) | 0.0 | $48k | 1.7k | 28.75 | |
| Analog Devices (ADI) | 0.0 | $48k | 194.00 | 245.70 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $48k | 330.00 | 144.37 | |
| Old Republic International Corporation (ORI) | 0.0 | $47k | 1.1k | 42.47 | |
| WisdomTree Equity Income Fund (DHS) | 0.0 | $47k | 469.00 | 100.75 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $47k | 226.00 | 206.51 | |
| SPDR S&P Dividend (SDY) | 0.0 | $46k | 327.00 | 140.05 | |
| Liberty All-Star Equity Fund (USA) | 0.0 | $45k | 7.1k | 6.34 | |
| McKesson Corporation (MCK) | 0.0 | $45k | 58.00 | 772.53 | |
| Rbc Cad (RY) | 0.0 | $45k | 302.00 | 147.32 | |
| Ford Motor Company (F) | 0.0 | $44k | 3.7k | 11.96 | |
| Associated Banc- (ASB) | 0.0 | $44k | 1.7k | 25.71 | |
| Spdr Ssga Ig Public And Prvt Crt Etf (PRIV) | 0.0 | $43k | 1.7k | 25.51 | |
| iShares S&P NA Tec. Semi. Idx (SOXX) | 0.0 | $43k | 159.00 | 271.12 | |
| Kroger (KR) | 0.0 | $43k | 632.00 | 67.41 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $42k | 116.00 | 365.48 | |
| Ingredion Incorporated (INGR) | 0.0 | $42k | 346.00 | 122.11 | |
| First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) | 0.0 | $42k | 555.00 | 76.01 | |
| Penguin Solutions (PENG) | 0.0 | $42k | 1.6k | 26.28 | |
| NBT Ban (NBTB) | 0.0 | $42k | 1.0k | 41.76 | |
| Xcel Energy (XEL) | 0.0 | $41k | 504.00 | 80.65 | |
| Digital Realty Trust (DLR) | 0.0 | $41k | 235.00 | 172.88 | |
| One Gas (OGS) | 0.0 | $41k | 500.00 | 80.94 | |
| Bondbloxx Etf Trust (PCMM) | 0.0 | $41k | 800.00 | 50.57 | |
| Exelon Corporation (EXC) | 0.0 | $40k | 893.00 | 45.01 | |
| Ishares Tr usa min vo (USMV) | 0.0 | $40k | 420.00 | 95.14 | |
| Ishares Tr (IBTK) | 0.0 | $40k | 2.0k | 19.88 | |
| Dupont De Nemours (DD) | 0.0 | $40k | 508.00 | 77.90 | |
| Phillips 66 (PSX) | 0.0 | $39k | 285.00 | 136.02 | |
| First Trust Health Care AlphaDEX (FXH) | 0.0 | $39k | 353.00 | 109.67 | |
| Rocket Lab Corp (RKLB) | 0.0 | $38k | 800.00 | 47.91 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.0 | $38k | 317.00 | 119.51 | |
| Alerian Mlp Etf etf (AMLP) | 0.0 | $38k | 800.00 | 46.93 | |
| Gilead Sciences (GILD) | 0.0 | $37k | 336.00 | 111.00 | |
| Invesco Nasdaq 100 Etf (QQQM) | 0.0 | $37k | 150.00 | 247.12 | |
| SPDR Barclays Capital Mortgage Back ETF (SPMB) | 0.0 | $37k | 1.7k | 22.44 | |
| PPG Industries (PPG) | 0.0 | $37k | 351.00 | 105.11 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $36k | 748.00 | 48.15 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $36k | 600.00 | 59.74 | |
| RPM International (RPM) | 0.0 | $35k | 300.00 | 117.88 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $35k | 253.00 | 139.67 | |
| Applied Materials (AMAT) | 0.0 | $35k | 171.00 | 204.74 | |
| Solventum Corp (SOLV) | 0.0 | $35k | 475.00 | 73.00 | |
| Vanguard Large-Cap ETF (VV) | 0.0 | $34k | 110.00 | 307.86 | |
| Stanley Black & Decker (SWK) | 0.0 | $34k | 454.00 | 74.33 | |
| Warner Bros. Discovery (WBD) | 0.0 | $34k | 1.7k | 19.53 | |
| Nucor Corporation (NUE) | 0.0 | $34k | 247.00 | 135.43 | |
| DNP Select Income Fund (DNP) | 0.0 | $33k | 3.3k | 10.01 | |
| Bank of America 7.25 Seriers L Preferred Pfd Stk (BAC.PL) | 0.0 | $32k | 25.00 | 1280.40 | |
| Cibc Cad (CM) | 0.0 | $32k | 400.00 | 79.89 | |
| GSK (GSK) | 0.0 | $32k | 740.00 | 43.16 | |
| MDU Resources (MDU) | 0.0 | $32k | 1.8k | 17.81 | |
| Spdr Ser Tr kensho new eco (KOMP) | 0.0 | $31k | 500.00 | 62.26 | |
| Invesco (IVZ) | 0.0 | $30k | 1.3k | 22.94 | |
| Anthem (ELV) | 0.0 | $30k | 93.00 | 323.12 | |
| General Motors Company (GM) | 0.0 | $30k | 492.00 | 60.97 | |
| Exchange Traded Concepts Tr robo stx glb etf (ROBO) | 0.0 | $30k | 454.00 | 65.56 | |
| Dow (DOW) | 0.0 | $29k | 1.3k | 22.93 | |
| iShares Silver Trust (SLV) | 0.0 | $29k | 680.00 | 42.37 | |
| American Water Works (AWK) | 0.0 | $29k | 206.00 | 139.19 | |
| Delta Air Lines (DAL) | 0.0 | $28k | 500.00 | 56.75 | |
| First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.0 | $28k | 452.00 | 61.92 | |
| Invesco Exch Trd Slf Idx (BSCU) | 0.0 | $28k | 1.7k | 16.90 | |
| Vanguard Long-Term Bond ETF (BLV) | 0.0 | $27k | 385.00 | 70.85 | |
| Sempra Energy (SRE) | 0.0 | $27k | 300.00 | 89.98 | |
| Ishares Tr dev val factor (IVLU) | 0.0 | $27k | 750.00 | 35.48 | |
| Schwab 1000 Index Etf etf (SCHK) | 0.0 | $27k | 826.00 | 32.12 | |
| Kkr & Co (KKR) | 0.0 | $27k | 204.00 | 129.95 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $26k | 483.00 | 54.18 | |
| Motorola Solutions (MSI) | 0.0 | $26k | 57.00 | 457.30 | |
| Star Gas Partners (SGU) | 0.0 | $26k | 2.2k | 11.83 | |
| Olin Corporation (OLN) | 0.0 | $26k | 1.0k | 24.99 | |
| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.0 | $25k | 300.00 | 83.41 | |
| Spdr Index Shs Fds stoxx eur 50 etf (SPEU) | 0.0 | $25k | 500.00 | 49.81 | |
| Invesco Exchange Traded Fd T s&p500 pur val (RPV) | 0.0 | $25k | 250.00 | 99.38 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $25k | 774.00 | 31.91 | |
| iShares S&P NA Nat. Re. Sc. Idx (IGE) | 0.0 | $25k | 500.00 | 49.05 | |
| iShares Morningstar Mid Value Idx (IMCV) | 0.0 | $25k | 305.00 | 80.35 | |
| Fortive (FTV) | 0.0 | $24k | 499.00 | 48.99 | |
| Workday Inc cl a (WDAY) | 0.0 | $24k | 100.00 | 240.73 | |
| Diageo (DEO) | 0.0 | $24k | 250.00 | 95.43 | |
| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.0 | $24k | 200.00 | 118.44 | |
| Ishares Tr (IBTL) | 0.0 | $24k | 1.2k | 20.57 | |
| Ishares Tr (SVAL) | 0.0 | $24k | 705.00 | 33.51 | |
| Dollar Tree (DLTR) | 0.0 | $24k | 250.00 | 94.37 | |
| Ark Etf Tr indl innovatin (ARKQ) | 0.0 | $23k | 210.00 | 111.56 | |
| Crown Castle Intl (CCI) | 0.0 | $23k | 242.00 | 96.49 | |
| Manulife Finl Corp (MFC) | 0.0 | $23k | 748.00 | 31.15 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.0 | $23k | 236.00 | 97.82 | |
| Lennar Corporation (LEN) | 0.0 | $23k | 181.00 | 126.04 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $23k | 1.2k | 19.57 | |
| Spdr Ser Tr (EFIV) | 0.0 | $22k | 350.00 | 63.59 | |
| Electronic Arts (EA) | 0.0 | $22k | 110.00 | 201.70 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $22k | 406.00 | 54.09 | |
| Ishares Tr etf msci usa (ESGU) | 0.0 | $22k | 150.00 | 145.60 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $22k | 235.00 | 91.43 | |
| Weyerhaeuser Company (WY) | 0.0 | $21k | 852.00 | 24.79 | |
| Ishares Tr liquid inc etf (ICSH) | 0.0 | $21k | 404.00 | 50.75 | |
| BlackRock Global Opportunities Equity Tr (BOE) | 0.0 | $20k | 1.8k | 11.57 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $20k | 300.00 | 66.91 | |
| Roku (ROKU) | 0.0 | $20k | 200.00 | 100.13 | |
| Hormel Foods Corporation (HRL) | 0.0 | $20k | 800.00 | 24.74 | |
| Autodesk (ADSK) | 0.0 | $20k | 62.00 | 317.68 | |
| BP (BP) | 0.0 | $20k | 565.00 | 34.46 | |
| Ark Etf Tr gen rev mltsct (ARKG) | 0.0 | $19k | 700.00 | 27.77 | |
| Bk Nova Cad (BNS) | 0.0 | $19k | 300.00 | 64.65 | |
| State Street Corporation (STT) | 0.0 | $19k | 167.00 | 116.01 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $19k | 100.00 | 189.41 | |
| BlackRock Ltd. Duration Income Trust (BLW) | 0.0 | $19k | 1.4k | 14.00 | |
| Carnival Corporation (CCL) | 0.0 | $19k | 650.00 | 28.91 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.0 | $19k | 114.00 | 164.54 | |
| Ingersoll Rand (IR) | 0.0 | $18k | 223.00 | 82.62 | |
| Palantir Technologies (PLTR) | 0.0 | $18k | 100.00 | 182.42 | |
| iShares Russell 3000 Value Index (IUSV) | 0.0 | $18k | 180.00 | 99.95 | |
| New Gold Inc Cda (NGD) | 0.0 | $18k | 2.5k | 7.18 | |
| Ge Vernova (GEV) | 0.0 | $18k | 29.00 | 614.90 | |
| American International (AIG) | 0.0 | $18k | 227.00 | 78.54 | |
| iShares Russell 2000 Value Index (IWN) | 0.0 | $18k | 100.00 | 176.81 | |
| Edison International (EIX) | 0.0 | $18k | 316.00 | 55.28 | |
| General Electric (GE) | 0.0 | $17k | 58.00 | 300.83 | |
| Virtus Convertible & Inc (NCZ) | 0.0 | $17k | 1.3k | 13.68 | |
| Newmont Mining Corporation (NEM) | 0.0 | $17k | 200.00 | 84.31 | |
| Entergy Corporation (ETR) | 0.0 | $17k | 180.00 | 93.19 | |
| Everus Constr Group (ECG) | 0.0 | $17k | 194.00 | 85.75 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $17k | 280.00 | 58.85 | |
| Allegiant Travel Company (ALGT) | 0.0 | $16k | 270.00 | 60.77 | |
| Avis Budget (CAR) | 0.0 | $16k | 100.00 | 160.58 | |
| SPDR S&P Semiconductor (XSD) | 0.0 | $16k | 50.00 | 319.12 | |
| Southwest Airlines (LUV) | 0.0 | $16k | 500.00 | 31.91 | |
| Teucrium Sugar Fund mutual fund (CANE) | 0.0 | $16k | 1.5k | 10.60 | |
| Pulte (PHM) | 0.0 | $16k | 120.00 | 132.13 | |
| Spdr Ser Tr s&p oilgas exp (XOP) | 0.0 | $16k | 119.00 | 132.20 | |
| Innospec (IOSP) | 0.0 | $15k | 200.00 | 77.16 | |
| Accenture (ACN) | 0.0 | $15k | 62.00 | 246.60 | |
| Quicklogic Corp. (QUIK) | 0.0 | $15k | 2.5k | 6.06 | |
| Fidelity Bond Etf (FBND) | 0.0 | $15k | 325.00 | 46.24 | |
| Knife River Corp (KNF) | 0.0 | $15k | 194.00 | 76.87 | |
| Air Lease Corp (AL) | 0.0 | $14k | 227.00 | 63.65 | |
| Real Estate Select Sect Spdr (XLRE) | 0.0 | $14k | 335.00 | 42.13 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $14k | 35.00 | 402.43 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $13k | 94.00 | 142.41 | |
| Lamb Weston Hldgs (LW) | 0.0 | $13k | 216.00 | 58.08 | |
| Schwab Crypto Thematic ETF (STCE) | 0.0 | $12k | 156.00 | 78.60 | |
| Palo Alto Networks (PANW) | 0.0 | $12k | 60.00 | 203.62 | |
| First Trust NASDAQ Clean Edge (GRID) | 0.0 | $12k | 80.00 | 151.07 | |
| Corteva (CTVA) | 0.0 | $12k | 176.00 | 67.63 | |
| EQT Corporation (EQT) | 0.0 | $12k | 213.00 | 54.43 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $12k | 1.0k | 11.39 | |
| Gabelli Dividend & Income Trust (GDV) | 0.0 | $11k | 419.00 | 27.13 | |
| Scholar Rock Hldg Corp (SRRK) | 0.0 | $11k | 300.00 | 37.24 | |
| Jack Henry & Associates (JKHY) | 0.0 | $11k | 74.00 | 148.93 | |
| iShares S&P 100 Index (OEF) | 0.0 | $11k | 33.00 | 332.85 | |
| Liberty Global Ltd Com Cl C (LBTYK) | 0.0 | $11k | 900.00 | 11.75 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $10k | 95.00 | 109.95 | |
| FactSet Research Systems (FDS) | 0.0 | $10k | 35.00 | 286.49 | |
| Tractor Supply Company (TSCO) | 0.0 | $10k | 175.00 | 56.87 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.0 | $9.9k | 123.00 | 80.65 | |
| iShares 10+ Year Govt/Credit Bond Fund (ILTB) | 0.0 | $9.7k | 193.00 | 50.49 | |
| Vanguard Admiral Fds Inc cmn (IVOG) | 0.0 | $9.6k | 80.00 | 119.47 | |
| Charles River Laboratories (CRL) | 0.0 | $9.4k | 60.00 | 156.47 | |
| Invesco Exchange Traded Fd T dynmc phrmctls (PJP) | 0.0 | $9.2k | 100.00 | 92.49 | |
| Regions Financial Corporation (RF) | 0.0 | $9.2k | 350.00 | 26.37 | |
| Appian Corp cl a (APPN) | 0.0 | $9.2k | 300.00 | 30.57 | |
| Lululemon Athletica (LULU) | 0.0 | $8.9k | 50.00 | 177.94 | |
| Ishares Bitcoin Tr (IBIT) | 0.0 | $8.8k | 135.00 | 65.00 | |
| iShares 10+ Year Credit Bond Fund ETF (IGLB) | 0.0 | $8.8k | 170.00 | 51.54 | |
| Halliburton Company (HAL) | 0.0 | $8.6k | 350.00 | 24.60 | |
| Invesco Nasdaq Next Gen 100 Etf (QQQJ) | 0.0 | $8.6k | 240.00 | 35.79 | |
| Becton, Dickinson and (BDX) | 0.0 | $8.0k | 43.00 | 187.16 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $7.9k | 39.00 | 201.54 | |
| Teucrium Wheat Fund mutual fund (WEAT) | 0.0 | $7.8k | 1.9k | 4.11 | |
| Baxter International (BAX) | 0.0 | $7.7k | 338.00 | 22.77 | |
| Global X (HYDR) | 0.0 | $7.6k | 220.00 | 34.45 | |
| SPDR DJ Wilshire REIT (RWR) | 0.0 | $7.5k | 75.00 | 100.29 | |
| Jacobs Engineering Group (J) | 0.0 | $7.5k | 50.00 | 149.86 | |
| Hannon Armstrong (HASI) | 0.0 | $7.4k | 240.00 | 30.70 | |
| ConAgra Foods (CAG) | 0.0 | $7.3k | 400.00 | 18.31 | |
| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $7.2k | 125.00 | 57.97 | |
| L3harris Technologies (LHX) | 0.0 | $6.7k | 22.00 | 305.41 | |
| Ishares Tr core tl usd bd (IUSB) | 0.0 | $6.7k | 143.00 | 46.71 | |
| Rivian Automotive Inc Class A (RIVN) | 0.0 | $6.6k | 450.00 | 14.68 | |
| TFS Financial Corporation (TFSL) | 0.0 | $6.6k | 500.00 | 13.18 | |
| Canadian Solar (CSIQ) | 0.0 | $6.5k | 500.00 | 13.04 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $6.5k | 25.00 | 259.60 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $6.3k | 36.00 | 174.58 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $6.2k | 132.00 | 46.96 | |
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $6.1k | 300.00 | 20.20 | |
| Hecla Mining Company (HL) | 0.0 | $6.1k | 500.00 | 12.10 | |
| Globalstar (GSAT) | 0.0 | $6.0k | 166.00 | 36.39 | |
| SPDR S&P Biotech (XBI) | 0.0 | $6.0k | 60.00 | 100.20 | |
| Republic Services (RSG) | 0.0 | $6.0k | 26.00 | 229.46 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $5.9k | 150.00 | 39.19 | |
| Asml Holding (ASML) | 0.0 | $5.8k | 6.00 | 968.17 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $5.7k | 25.00 | 227.72 | |
| Global X Fds glb x lithium (LIT) | 0.0 | $5.7k | 100.00 | 56.85 | |
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $5.5k | 676.00 | 8.18 | |
| Ralliant Corp (RAL) | 0.0 | $5.5k | 126.00 | 43.73 | |
| Hp (HPQ) | 0.0 | $5.4k | 200.00 | 27.23 | |
| PPL Corporation (PPL) | 0.0 | $5.4k | 145.00 | 37.16 | |
| Spdr Index Shs Fds s&p north amer (NANR) | 0.0 | $5.4k | 83.00 | 64.60 | |
| ING Groep (ING) | 0.0 | $5.0k | 191.00 | 26.08 | |
| Arm Holdings (ARM) | 0.0 | $5.0k | 35.00 | 141.49 | |
| Owens Corning (OC) | 0.0 | $5.0k | 35.00 | 141.46 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $4.9k | 200.00 | 24.56 | |
| Wendy's/arby's Group (WEN) | 0.0 | $4.9k | 531.00 | 9.16 | |
| Toll Brothers (TOL) | 0.0 | $4.8k | 35.00 | 138.14 | |
| Lam Research (LRCX) | 0.0 | $4.8k | 36.00 | 133.89 | |
| MSCI Europe Financials Sector Index Fund (EUFN) | 0.0 | $4.8k | 140.00 | 34.34 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.0 | $4.8k | 100.00 | 47.94 | |
| Toyota Motor Corporation (TM) | 0.0 | $4.8k | 25.00 | 191.08 | |
| W.W. Grainger (GWW) | 0.0 | $4.8k | 5.00 | 953.00 | |
| Aon (AON) | 0.0 | $4.6k | 13.00 | 356.62 | |
| Welltower Inc Com reit (WELL) | 0.0 | $4.6k | 26.00 | 178.15 | |
| Eaton Vance Senior Floating Rate Fund (EFR) | 0.0 | $4.6k | 400.00 | 11.44 | |
| Estee Lauder Companies (EL) | 0.0 | $4.4k | 50.00 | 88.12 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $4.4k | 21.00 | 208.71 | |
| Omega Healthcare Investors (OHI) | 0.0 | $4.2k | 100.00 | 42.22 | |
| Viatris (VTRS) | 0.0 | $4.1k | 416.00 | 9.90 | |
| Proshares Tr Bitcoin Strate (BITO) | 0.0 | $4.1k | 206.00 | 19.68 | |
| Expedia (EXPE) | 0.0 | $3.8k | 18.00 | 213.78 | |
| M&T Bank Corporation (MTB) | 0.0 | $3.6k | 18.00 | 197.61 | |
| S&p Global (SPGI) | 0.0 | $3.4k | 7.00 | 486.71 | |
| Flowers Foods (FLO) | 0.0 | $3.3k | 250.00 | 13.05 | |
| Alcon (ALC) | 0.0 | $3.2k | 43.00 | 74.51 | |
| Nasdaq Omx (NDAQ) | 0.0 | $3.2k | 36.00 | 88.44 | |
| Sony Corporation (SONY) | 0.0 | $3.2k | 110.00 | 28.79 | |
| Millrose Pptys Inc Com Cl A (MRP) | 0.0 | $3.0k | 90.00 | 33.61 | |
| Cleanspark (CLSK) | 0.0 | $2.9k | 200.00 | 14.50 | |
| Msci (MSCI) | 0.0 | $2.8k | 5.00 | 567.40 | |
| Monolithic Power Systems (MPWR) | 0.0 | $2.8k | 3.00 | 920.67 | |
| Servicenow (NOW) | 0.0 | $2.8k | 3.00 | 920.33 | |
| Vale (VALE) | 0.0 | $2.7k | 250.00 | 10.86 | |
| Accuray Incorporated (ARAY) | 0.0 | $2.5k | 1.5k | 1.67 | |
| Flaherty & Crumrine Pref. Income (PFD) | 0.0 | $2.4k | 200.00 | 12.02 | |
| Amentum Holdings (AMTM) | 0.0 | $2.4k | 100.00 | 23.95 | |
| Six Flags Entertainment Corp (FUN) | 0.0 | $2.3k | 100.00 | 22.72 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.0 | $2.1k | 23.00 | 91.74 | |
| Sleep Number Corp (SNBR) | 0.0 | $2.1k | 300.00 | 7.02 | |
| Vital Farms (VITL) | 0.0 | $2.1k | 50.00 | 41.16 | |
| Geo Group Inc/the reit (GEO) | 0.0 | $2.0k | 100.00 | 20.49 | |
| Algonquin Power & Utilities equs (AQN) | 0.0 | $2.0k | 367.00 | 5.37 | |
| Kraft Heinz (KHC) | 0.0 | $2.0k | 75.00 | 26.04 | |
| Keysight Technologies (KEYS) | 0.0 | $1.6k | 9.00 | 174.89 | |
| Nextracker (NXT) | 0.0 | $1.6k | 21.00 | 74.00 | |
| Chemours (CC) | 0.0 | $1.5k | 92.00 | 15.84 | |
| Global X Mlp Etf etf (MLPA) | 0.0 | $1.5k | 30.00 | 48.43 | |
| Schwab 5-10 Year Corporate B otr (SCHI) | 0.0 | $1.4k | 60.00 | 23.08 | |
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.0 | $1.3k | 48.00 | 26.29 | |
| Sirius XM Holdings (SIRI) | 0.0 | $1.2k | 50.00 | 23.28 | |
| Organon & Co (OGN) | 0.0 | $1.0k | 97.00 | 10.68 | |
| Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 0.0 | $939.998800 | 26.00 | 36.15 | |
| Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.0 | $809.998800 | 26.00 | 31.15 | |
| Bruker Corporation (BRKR) | 0.0 | $780.000000 | 24.00 | 32.50 | |
| Sch Fnd Intl Lg Etf (FNDF) | 0.0 | $772.999200 | 18.00 | 42.94 | |
| Hershey Company (HSY) | 0.0 | $748.000000 | 4.00 | 187.00 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $633.999600 | 19.00 | 33.37 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $558.000000 | 20.00 | 27.90 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $451.000200 | 6.00 | 75.17 | |
| Schwab Strategic Tr schwb fdt int sc (FNDC) | 0.0 | $445.000000 | 10.00 | 44.50 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $419.000400 | 18.00 | 23.28 | |
| Spdr Series Trust brcly em locl (EBND) | 0.0 | $342.000000 | 16.00 | 21.38 | |
| Schwab Intl Small Cap Equity ETF (SCHC) | 0.0 | $273.000000 | 6.00 | 45.50 | |
| Schwab Strategic Tr 0 (SCHP) | 0.0 | $270.000000 | 10.00 | 27.00 | |
| Yandex Nv-a (NBIS) | 0.0 | $263.999400 | 14.00 | 18.86 | |
| Quantum Computing (QUBT) | 0.0 | $221.000400 | 12.00 | 18.42 | |
| Oxford Square Ca (OXSQ) | 0.0 | $159.000000 | 100.00 | 1.59 | |
| Dbx Etf Tr deutsche usd etf (HYLB) | 0.0 | $111.000000 | 3.00 | 37.00 | |
| Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $108.000000 | 5.00 | 21.60 | |
| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.0 | $95.000000 | 2.00 | 47.50 | |
| Dbx Etf Tr db xtr msci pac (HAUZ) | 0.0 | $24.000000 | 1.00 | 24.00 |