Curio Wealth

Curio Wealth as of June 30, 2025

Portfolio Holdings for Curio Wealth

Curio Wealth holds 358 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dfa S/t Fixed Income Etf Etf (DFSD) 16.0 $37M 761k 48.01
Dfa Us Core Equity Market Etf Etf (DFAU) 15.3 $35M 823k 42.36
Dfa Global Core Fixed Income Etf Etf (DFGP) 13.7 $31M 575k 54.49
Avantis Intl Core Equity Etf Etf (AVDE) 5.7 $13M 177k 74.01
Dfa Int Core Equity Etf Etf (DFAI) 4.7 $11M 313k 34.57
Avantis Us Equity Etf Etf (AVUS) 3.0 $6.9M 68k 100.82
Dfa Us Small Cap Etf Etf (DFAS) 2.8 $6.4M 101k 63.71
Dfa Us Real Estate Etf Etf (DFAR) 2.3 $5.3M 228k 23.46
Avantis Emerging Mkt Eq Etf Etf (AVEM) 2.3 $5.3M 77k 68.54
Dfa Emerging Markets Etf Etf (DFAE) 2.2 $5.1M 177k 28.95
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX) 2.0 $4.7M 68k 68.92
Dfa Us Core Equity 2 Etf Etf (DFAC) 1.9 $4.4M 123k 35.84
Avantis Intl Small Value Etf Etf (AVDV) 1.8 $4.1M 52k 79.28
Dfa Core Fixed Income Etf Etf (DFCF) 1.6 $3.6M 85k 42.26
Dfa Us Targeted Value Etf Etf (DFAT) 1.4 $3.1M 58k 53.96
Avantis Us Small Cap Value Etf Etf (AVUV) 1.2 $2.8M 31k 91.10
Ishares Tech-software Etf Etf (IGV) 1.2 $2.7M 25k 109.50
Dfa Us Equity Etf Etf (DFUS) 1.1 $2.5M 37k 67.02
Vanguard Midcap Etf Etf (VO) 1.0 $2.2M 7.9k 279.83
Dfa Tax-mgd Us Mkt-wide Val Ii Etf Etf (DFUV) 0.8 $1.8M 43k 42.28
Spdr S&p 500 Etf Etf (SPY) 0.7 $1.5M 2.5k 617.85
Dfa Intl Small Cap Value Etf Etf (DISV) 0.6 $1.3M 40k 32.91
Google Class C Listed Stock (GOOG) 0.6 $1.3M 7.3k 177.38
Avantis All Equity Mkts Etf Etf (AVGE) 0.6 $1.3M 17k 77.48
Apple Listed Stock (AAPL) 0.5 $1.3M 6.1k 205.18
Netflix Listed Stock (NFLX) 0.5 $1.2M 890.00 1339.13
Vg S/t Corp Bond Etf Etf (VCSH) 0.5 $1.2M 15k 79.50
Microsoft Corp Listed Stock (MSFT) 0.5 $1.1M 2.2k 497.43
Dfa Us Small Cap Val Etf Etf (DFSV) 0.5 $1.1M 38k 29.43
Dfa World Ex-us Equity Etf Etf (DFAX) 0.5 $1.0M 35k 29.37
Vanguard Reit Etf Etf (VNQ) 0.4 $1.0M 11k 89.06
Dimnsnl Glbl Sustn Fixed Incm Etf Etf (DFSB) 0.4 $940k 18k 52.43
Schwab Us Large Cap Etf Etf (SCHX) 0.4 $893k 37k 24.44
Ishares Russell Midcap Etf Etf (IWR) 0.4 $823k 9.0k 91.97
Vg Total Intl Bond Index Etf Etf (BNDX) 0.4 $801k 16k 49.51
Dfa Us High Profitability Etf Etf (DUHP) 0.3 $762k 21k 35.56
Vanguard Esg Us Stk Etf Etf (ESGV) 0.3 $745k 6.8k 109.64
Dfa Inflation-protect Sec Etf Etf (DFIP) 0.3 $736k 18k 41.81
Dfa Tax-mgd Int'l Value Etf Etf (DFIV) 0.3 $727k 17k 42.83
Meta Platforms Listed Stock (META) 0.3 $706k 956.00 738.09
Tjx Companies Listed Stock (TJX) 0.3 $705k 5.7k 123.49
Vanguard Esg Us Corp Bd Etf Etf (VCEB) 0.3 $699k 11k 63.40
Vanguard Stock Market Etf Etf (VTI) 0.3 $686k 2.3k 303.96
Avantis Us Small Cap Etf Etf (AVSC) 0.3 $674k 13k 51.57
Lockheed Martin Listed Stock (LMT) 0.3 $655k 1.4k 463.14
Dfa Us Large Cap Value Etf Etf (DFLV) 0.3 $627k 20k 31.02
Dimensional Ultrashort Fxd Inc Etf Etf (DUSB) 0.2 $522k 10k 50.75
Walmart Listed Stock (WMT) 0.2 $508k 5.2k 97.78
Spdr Gold Etf Etf (GLD) 0.2 $485k 1.6k 304.83
Cisco Systems Listed Stock (CSCO) 0.2 $471k 6.8k 69.38
Schwab Us Tips Etf Etf (SCHP) 0.2 $421k 16k 26.68
Ibm Listed Stock (IBM) 0.2 $397k 1.3k 294.78
Berkshire Hathaway Listed Stock (BRK.B) 0.2 $394k 810.00 485.77
Amazon Listed Stock (AMZN) 0.2 $387k 1.8k 219.39
Visa Listed Stock (V) 0.2 $350k 987.00 355.02
Eli Lilly Listed Stock (LLY) 0.1 $334k 428.00 780.25
Powershares Etf (QQQ) 0.1 $316k 572.00 551.76
Dfa Int'l High Profit Etf Etf (DIHP) 0.1 $296k 10k 29.49
Nvidia Corp Listed Stock (NVDA) 0.1 $279k 1.8k 158.01
Schwab Us Small Cap Idx Etf Etf (SCHA) 0.1 $278k 11k 25.30
Vanguard S&p 500 Etf Etf (VOO) 0.1 $274k 482.00 568.03
Avantis Responsible Emer Mrk Eqy Etf Etf (AVSE) 0.1 $247k 4.2k 58.63
Vg Ultra-short Bond Etf Etf (VUSB) 0.1 $246k 4.9k 49.86
Schwab Int'l Equity Etf Etf (SCHF) 0.1 $246k 11k 22.10
Avantis Real Estate Etf Etf (AVRE) 0.1 $235k 5.3k 44.16
Autonation Listed Stock (AN) 0.1 $230k 1.2k 198.65
Oracle Corp Listed Stock (ORCL) 0.1 $227k 1.0k 218.63
Vanguard Midcap Value Etf Etf (VOE) 0.1 $218k 1.3k 164.46
Vanguard Us Value Etf Etf (VTV) 0.1 $213k 1.2k 176.74
Google Class A Listed Stock (GOOGL) 0.1 $212k 1.2k 176.30
Vanguard Mega Cap Etf Etf (MGC) 0.1 $211k 940.00 224.92
Ishares Russell 2000 Value Etf Etf (IWN) 0.1 $189k 1.2k 157.77
Amd Listed Stock (AMD) 0.1 $187k 1.3k 141.90
Dfa Us Sustainablty Core 1 Etf Etf (DFSU) 0.1 $184k 4.7k 39.25
Ishares Eafe Small Cap Etf Etf (SCZ) 0.1 $183k 2.5k 72.68
Arch Capital Group Listed Stock (ACGL) 0.1 $182k 2.0k 91.05
Brown-forman Corp Listed Stock (BF.B) 0.1 $182k 6.7k 26.91
O'reilly Automotive Listed Stock (ORLY) 0.1 $181k 2.0k 90.13
Factset Research Systems Listed Stock (FDS) 0.1 $175k 391.00 447.28
Union Pacific Listed Stock (UNP) 0.1 $174k 758.00 230.08
Vanguard Europe/pacific Etf Etf (VEA) 0.1 $151k 2.7k 57.01
Avantis Responsibl Us Equity Etf Etf (AVSU) 0.1 $149k 2.2k 68.60
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $138k 1.7k 83.48
Vanguard Small Cap Val Etf Etf (VBR) 0.1 $138k 706.00 195.01
Brown & Brown Listed Stock (BRO) 0.1 $133k 1.2k 110.87
Truist Financial Corp Listed Stock (TFC) 0.1 $130k 3.0k 42.99
Vanguard Mega Cap Value Etf Etf (MGV) 0.1 $128k 979.00 131.20
Jp Morgan Listed Stock (JPM) 0.1 $128k 442.00 289.68
Cigna Corp Listed Stock (CI) 0.1 $128k 386.00 330.58
Vanguard Lrg Cap Etf Etf (VV) 0.1 $127k 446.00 285.30
Automatic Data Processing Listed Stock (ADP) 0.1 $126k 410.00 308.40
Mastercard Listed Stock (MA) 0.1 $126k 225.00 561.94
Vg Short Term Bond Etf Etf (BSV) 0.1 $125k 1.6k 78.70
Ishares Msci Usa Quality Etf Etf (QUAL) 0.1 $121k 659.00 182.90
Ishares Midcap 400 Etf Etf (IJH) 0.1 $119k 1.9k 62.02
Dfa Intl Sus Core 1 Etf Etf (DFSI) 0.0 $113k 2.9k 39.41
Johnson & Johnson Listed Stock (JNJ) 0.0 $110k 717.00 152.75
Intuit Listed Stock (INTU) 0.0 $106k 134.00 787.63
D.r. Horton Listed Stock (DHI) 0.0 $103k 801.00 128.92
Bank Of America Listed Stock (BAC) 0.0 $98k 2.1k 47.32
Procter & Gamble Listed Stock (PG) 0.0 $96k 600.00 159.32
Dimensional World Equity Etf Etf (DFAW) 0.0 $89k 1.3k 67.07
Schwab Us Dividend Eq Etf Etf (SCHD) 0.0 $86k 3.2k 26.50
Tesla Listed Stock (TSLA) 0.0 $86k 270.00 317.66
Exxon Mobil Listed Stock (XOM) 0.0 $82k 761.00 107.80
Norfolk Southern Listed Stock (NSC) 0.0 $80k 313.00 255.97
Home Depot Listed Stock (HD) 0.0 $80k 217.00 367.42
Vanguard Total Intl Stock Etf Etf (VXUS) 0.0 $79k 1.1k 69.09
Flexshares Mstar Us Mkt Factors Tilt Etf Etf (TILT) 0.0 $75k 335.00 224.01
Morgan Stanley Listed Stock (MS) 0.0 $74k 527.00 140.86
Rpm Inc-ohio Listed Stock (RPM) 0.0 $73k 660.00 109.84
Fiserv Listed Stock (FI) 0.0 $72k 416.00 172.41
Merck & Co Listed Stock (MRK) 0.0 $69k 874.00 79.16
Southwest Airlines Listed Stock (LUV) 0.0 $69k 2.1k 32.44
Lowes Companies Listed Stock (LOW) 0.0 $65k 293.00 221.87
Qualcomm Listed Stock (QCOM) 0.0 $64k 400.00 159.26
Vanguard Emerging Mkt Etf Etf (VWO) 0.0 $63k 1.3k 49.46
Royal Caribbean Cruises Listed Stock (RCL) 0.0 $63k 200.00 313.14
Spdr Trust S&p Biotech Etf Etf (XBI) 0.0 $62k 748.00 82.93
Pepsico Listed Stock (PEP) 0.0 $61k 463.00 132.04
Ishares Msci Eafe Etf Etf (EFA) 0.0 $61k 681.00 89.39
Ishares Emerging Mkts Etf Etf (EEM) 0.0 $60k 1.2k 48.24
Abbvie Listed Stock (ABBV) 0.0 $59k 317.00 185.62
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $57k 519.00 110.10
Avantis Core Fixed Income ETF Etf (AVIG) 0.0 $56k 1.3k 41.62
Fidelity Wise Origin Bitcoin ETF Etf (FBTC) 0.0 $54k 579.00 93.99
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $54k 889.00 61.21
Ishare Edge Msci Min Vol Etf Etf (USMV) 0.0 $51k 545.00 93.87
Palantir Technologies Listed Stock (PLTR) 0.0 $51k 371.00 136.32
Pnc Bank Corp Listed Stock (PNC) 0.0 $50k 269.00 186.42
Ishare Core S&p Ttl Us Stock Mkt Etf Etf (ITOT) 0.0 $50k 366.00 135.17
Micron Technology Listed Stock (MU) 0.0 $49k 400.00 123.25
Constellation Brands Listed Stock (STZ) 0.0 $49k 300.00 162.68
Broadridge Financial Solutions Listed Stock (BR) 0.0 $49k 200.00 243.03
Dfa Emg Mrkt Sus Core 1 Etf Etf (DFSE) 0.0 $45k 1.2k 38.06
Copart Listed Stock (CPRT) 0.0 $44k 900.00 49.07
Abbott Laboratories Listed Stock (ABT) 0.0 $42k 307.00 136.01
Tr Price Group Listed Stock (TROW) 0.0 $40k 416.00 96.50
Mercadolibre Listed Stock (MELI) 0.0 $39k 15.00 2629.93
Fdx Corp Listed Stock (FDX) 0.0 $36k 160.00 226.72
Canadian National Railway Listed Stock (CNI) 0.0 $33k 317.00 104.04
Thomson Reuters Listed Stock (TRI) 0.0 $33k 163.00 201.13
Flexshare Mstar Devmks Ex-us Fct Tilt Etf Etf (TLTD) 0.0 $32k 386.00 83.46
Brookfield Renewable Corp Listed Stock (BEPC) 0.0 $31k 954.00 32.78
Installed Building Products Listed Stock (IBP) 0.0 $31k 169.00 180.32
At&t Corp Listed Stock (T) 0.0 $30k 1.0k 28.94
Mccormick Listed Stock (MKC) 0.0 $30k 400.00 75.82
Principal Financial Group Listed Stock (PFG) 0.0 $30k 379.00 79.43
Thor Industries Listed Stock (THO) 0.0 $30k 334.00 88.81
Ishares Core S&p Sm Cap Etf Etf (IJR) 0.0 $30k 270.00 109.29
Innovator Us Equity Buffer Etf Etf (BAUG) 0.0 $29k 636.00 46.02
Atlantic Union Bankshares Corp Listed Stock (AUB) 0.0 $28k 900.00 31.28
Vg Dvdnd Appreciation Etf Etf (VIG) 0.0 $27k 132.00 205.22
Invesco Value Muni Income Trust Closed-end investment company (IIM) 0.0 $27k 2.3k 11.64
Pfizer Listed Stock (PFE) 0.0 $27k 1.1k 24.24
Ormat Technologies Listed Stock (ORA) 0.0 $25k 293.00 83.76
T-mobile Us Listed Stock (TMUS) 0.0 $25k 103.00 237.44
Blackrock Resources & Commodity Trust Closed-end investment company (BCX) 0.0 $24k 2.5k 9.45
S&p Mid Cap 400 Etf Etf (MDY) 0.0 $23k 41.00 566.49
Xcel Energy Listed Stock (XEL) 0.0 $23k 341.00 68.10
Booking Holdings Listed Stock (BKNG) 0.0 $23k 4.00 5789.25
Nuveen Municipal Credit Income Closed-end investment company (NZF) 0.0 $21k 1.8k 11.92
Cresco Labs Listed Stock (CRLBF) 0.0 $21k 40k 0.51
Phillips Edison And Company Listed Stock (PECO) 0.0 $21k 591.00 35.03
Axon Enterprise Listed Stock (AXON) 0.0 $21k 25.00 827.96
Vanguard Us Lg Cap Grwth Etf Etf (VUG) 0.0 $21k 47.00 438.40
Coca Cola Listed Stock (KO) 0.0 $21k 290.00 70.73
Canadian Pacific Railway Listed Stock (CP) 0.0 $20k 250.00 79.27
BlackRock Enhanced Intl Div Trust Closed-end investment company (BGY) 0.0 $19k 3.2k 5.79
Vanguard Small Cap Etf Etf (VB) 0.0 $19k 78.00 236.97
Nxp Semiconductor Nv Listed Stock (NXPI) 0.0 $18k 82.00 218.49
Avantis Responsbl Intrl Eqty Etf Etf (AVSD) 0.0 $18k 263.00 67.55
Vanguard S&p Sm Cap 600 Etf Etf (VIOO) 0.0 $18k 174.00 101.23
iShares MSCI Emerging Mkts ex China ETF Etf (EMXC) 0.0 $18k 278.00 63.22
Ishares S&p 500 Etf Etf (IVV) 0.0 $17k 28.00 620.89
Oklo Cl A Ord Listed Stock (OKLO) 0.0 $17k 310.00 55.99
Vanguard Sm Cap Grw Etf Etf (VBK) 0.0 $17k 62.00 276.94
Edwards Lifesciences Listed Stock (EW) 0.0 $16k 208.00 78.21
Ishares Russell 2000 Etf Etf (IWM) 0.0 $16k 72.00 215.79
abrdn World Healthcare Unit Investment Trust (THW) 0.0 $15k 1.5k 10.26
Innovator Us Small Cap Pwr Bffr Etf Etf (KJAN) 0.0 $15k 400.00 37.48
Brown-forman Corp Listed Stock (BF.A) 0.0 $15k 540.00 27.47
Science Applications International Corp Listed Stock (SAIC) 0.0 $14k 128.00 112.61
Vanguard Total World Etf Etf (VT) 0.0 $14k 110.00 128.52
Archer Aviation Cl A Listed Stock (ACHR) 0.0 $14k 1.3k 10.85
Schwab Us Broad Market Etf Etf (SCHB) 0.0 $14k 567.00 23.83
Vg World Ex-us Small Cap Etf Etf (VSS) 0.0 $13k 100.00 134.39
Toyota Listed Stock (TM) 0.0 $13k 77.00 172.26
Cannabist Company Holding Listed Stock (CBSTF) 0.0 $13k 234k 0.05
Schwab Intl Small Cap Etf Etf (SCHC) 0.0 $12k 288.00 42.59
Nasdaq Listed Stock (NDAQ) 0.0 $12k 135.00 89.42
Innovator Us Small Cap Pwer Bufr Etf Etf (KDEC) 0.0 $12k 500.00 24.03
Capital One Financial Corp Listed Stock (COF) 0.0 $12k 55.00 212.78
L Oreal Sa Listed Stock (LRLCY) 0.0 $12k 135.00 85.51
Shopify Listed Stock (SHOP) 0.0 $12k 100.00 115.35
The Trade Desk Listed Stock (TTD) 0.0 $12k 160.00 71.99
United Parcel Service Listed Stock (UPS) 0.0 $11k 110.00 100.94
Palo Alto Networks Listed Stock (PANW) 0.0 $11k 54.00 204.65
Ishares S&p Sm Cap Val Etf Etf (IJS) 0.0 $11k 111.00 99.49
Broadcom Listed Stock (AVGO) 0.0 $11k 40.00 275.65
Chubb Listed Stock (CB) 0.0 $11k 37.00 289.73
Invesco Quality Muni Income Trust Closed-end investment company (IQI) 0.0 $11k 1.1k 9.38
Macy's Listed Stock (M) 0.0 $10k 884.00 11.66
Constellation Energy Listed Stock (CEG) 0.0 $10k 31.00 322.77
Stryker Corp Listed Stock (SYK) 0.0 $9.9k 25.00 395.64
Waste Management Listed Stock (WM) 0.0 $9.4k 41.00 228.83
Unitedhealth Group Listed Stock (UNH) 0.0 $9.4k 30.00 311.73
Vg Info Technology Etf Etf (VGT) 0.0 $9.3k 14.00 663.29
BANK AMERICA 5.375pcnt P Listed Stock (BAC.PM) 0.0 $8.5k 390.00 21.82
Intuitive Surgical Listed Stock (ISRG) 0.0 $8.2k 15.00 543.40
SPDR Portfolio S&P 500 Value ETF Etf (SPYV) 0.0 $8.0k 153.00 52.34
American Express Listed Stock (AXP) 0.0 $8.0k 25.00 319.00
M&t Bank Listed Stock (MTB) 0.0 $8.0k 41.00 194.00
Immersion Corp Listed Stock (IMMR) 0.0 $7.9k 1.0k 7.88
Walt Disney Listed Stock (DIS) 0.0 $7.8k 63.00 123.46
C.h. Robinson Worldwide Listed Stock (CHRW) 0.0 $7.1k 74.00 95.95
Amgen Listed Stock (AMGN) 0.0 $7.0k 25.00 279.20
Verizon Listed Stock (VZ) 0.0 $6.9k 159.00 43.27
Comcast Listed Stock (CMCSA) 0.0 $6.9k 192.00 35.69
Consolidated Edison Listed Stock (ED) 0.0 $6.8k 68.00 100.35
Vg Muni Bd Tax-exmpt Etf Etf (VTEB) 0.0 $6.6k 134.00 49.03
Navitas Semiconductor Corp Listed Stock (NVTS) 0.0 $6.6k 1.0k 6.55
Arista Networks Listed Stock (ANET) 0.0 $6.5k 64.00 102.31
APA Corp Listed Stock (APA) 0.0 $6.5k 353.00 18.29
Live Nation Listed Stock (LYV) 0.0 $6.4k 42.00 151.29
Lantern Pharma Listed Stock (LTRN) 0.0 $6.3k 2.0k 3.16
Schwab US Aggregate Bond ETF Etf (SCHZ) 0.0 $6.2k 267.00 23.20
Cabot Corp Listed Stock (CBT) 0.0 $6.2k 82.00 75.00
Veeva Systems Listed Stock (VEEV) 0.0 $6.0k 21.00 288.00
Cvd Equiptment Corp Listed Stock (CVV) 0.0 $6.0k 2.0k 2.98
Labcorp Holdings Listed Stock (LH) 0.0 $5.8k 22.00 262.50
Regal Rexnord Corp Listed Stock (RRX) 0.0 $5.5k 38.00 144.95
Safe Bulkers Listed Stock (SB.PC) 0.0 $5.4k 215.00 25.31
Vanguard High Div'd Yd Etf Etf (VYM) 0.0 $5.3k 40.00 132.65
Innovator Us Equity Power Buffer Etf Etf (PAUG) 0.0 $5.3k 130.00 40.46
Conoco Phillips Listed Stock (COP) 0.0 $5.0k 56.00 89.73
Chevrontexaco Listed Stock (CVX) 0.0 $5.0k 35.00 143.20
First Trust Low Durtn Oppos Etf Etf (LMBS) 0.0 $4.9k 100.00 49.26
Bwx Technologies Listed Stock (BWXT) 0.0 $4.8k 33.00 144.30
Sofi Technologies Listed Stock (SOFI) 0.0 $4.7k 260.00 18.21
H&r Block Listed Stock (HRB) 0.0 $4.7k 86.00 54.90
Mcdonalds Listed Stock (MCD) 0.0 $4.4k 15.00 292.20
Spdr - Consumer Discretionary Etf Etf (XLY) 0.0 $4.3k 20.00 217.35
JPMorgan Ultra-Short Income ETF Etf (JPST) 0.0 $4.3k 85.00 50.68
Atlassian Listed Stock (TEAM) 0.0 $4.3k 21.00 203.10
Bristol Myers Squibb Listed Stock (BMY) 0.0 $4.2k 92.00 46.15
Exelon Corp Listed Stock (EXC) 0.0 $4.0k 93.00 43.42
Mongodb Listed Stock (MDB) 0.0 $4.0k 19.00 210.00
RENAISSANCERE HOLDINGS 5.75pcnt PR Listed Stock (RNR.PF) 0.0 $3.8k 180.00 21.20
Kyndryl Holdings Ord Listed Stock (KD) 0.0 $3.7k 89.00 41.96
Vg Interm Term Trs Etf Etf (VGIT) 0.0 $3.7k 61.00 60.16
Fidelity National Financial Listed Stock (FNF) 0.0 $3.6k 64.00 56.06
Yum China Holdings Listed Stock (YUMC) 0.0 $3.6k 80.00 44.71
Trex Listed Stock (TREX) 0.0 $3.4k 62.00 54.39
Rambus Listed Stock (RMBS) 0.0 $3.3k 52.00 64.02
Spdr Nuveen Blmbr Muni Etf Etf (TFI) 0.0 $3.3k 74.00 44.68
Uber Technologies Listed Stock (UBER) 0.0 $3.3k 35.00 93.31
Alnylam Pharmaceuticals Listed Stock (ALNY) 0.0 $3.3k 10.00 326.10
Ishares Ethereum Trust Etf Etf (ETHA) 0.0 $3.2k 168.00 19.07
Fidelity Ethereum Fund Etf (FETH) 0.0 $3.2k 127.00 25.17
General Electric Listed Stock (GE) 0.0 $3.1k 12.00 257.42
Leidos Holdings Listed Stock (LDOS) 0.0 $3.0k 19.00 157.74
Quantumscape Corp Listed Stock (QS) 0.0 $3.0k 446.00 6.72
Entegris Listed Stock (ENTG) 0.0 $2.9k 36.00 80.64
Solid Power Cl A Ord Listed Stock (SLDP) 0.0 $2.8k 1.3k 2.19
Ares Management Corp Closed-end investment company (ARES) 0.0 $2.6k 15.00 173.20
Avantis U S Large Cap Value Etf Etf (AVLV) 0.0 $2.6k 38.00 68.21
International Flavors & Fragrances Listed Stock (IFF) 0.0 $2.6k 35.00 73.54
Crowdstrike Holdings Listed Stock (CRWD) 0.0 $2.5k 5.00 509.40
Spdr - Consumer Etf Etf (XLP) 0.0 $2.5k 31.00 80.97
Take-two Interactive Software Listed Stock (TTWO) 0.0 $2.4k 10.00 242.90
Comerica Listed Stock (CMA) 0.0 $2.4k 40.00 59.65
Roku Listed Stock (ROKU) 0.0 $2.3k 26.00 87.88
Viatris Listed Stock (VTRS) 0.0 $2.2k 248.00 8.93
Starbucks Listed Stock (SBUX) 0.0 $2.2k 24.00 92.08
Okta Listed Stock (OKTA) 0.0 $2.2k 22.00 99.95
Rolls-royce Holdings Listed Stock (RYCEF) 0.0 $2.1k 161.00 13.33
Joby Aviation Listed Stock (JOBY) 0.0 $2.1k 200.00 10.55
Richtech Robotics Listed Stock (RR) 0.0 $2.0k 1.0k 1.95
General Motors Listed Stock (GM) 0.0 $1.9k 39.00 49.62
Datadog Listed Stock (DDOG) 0.0 $1.7k 13.00 134.31
Vanguard Esg Int'l Stock Etf Etf (VSGX) 0.0 $1.6k 25.00 65.52
Certara Listed Stock (CERT) 0.0 $1.6k 140.00 11.70
Baidu Listed Stock (BIDU) 0.0 $1.6k 19.00 85.74
Vanguard Total Bond Mkt Etf Etf (BND) 0.0 $1.6k 22.00 72.64
Ge Vernova Listed Stock (GEV) 0.0 $1.6k 3.00 529.00
Symbotic Listed Stock (SYM) 0.0 $1.6k 40.00 38.85
Salesforce Listed Stock (CRM) 0.0 $1.4k 5.00 274.60
Under Armour Class A Listed Stock (UAA) 0.0 $1.4k 200.00 6.83
Unilever Listed Stock (UL) 0.0 $1.3k 22.00 61.18
Skyworks Solutions Listed Stock (SWKS) 0.0 $1.3k 18.00 72.89
Under Armour Class C Listed Stock (UA) 0.0 $1.3k 201.00 6.49
Louisiana-pacific Corp Listed Stock (LPX) 0.0 $1.3k 15.00 86.00
Rigetti Computing Ord Listed Stock (RGTI) 0.0 $1.3k 107.00 11.86
Thermo Fisher Scientific Listed Stock (TMO) 0.0 $1.2k 3.00 405.33
Metlife Listed Stock (MET) 0.0 $1.2k 15.00 80.40
Guidewire Software Listed Stock (GWRE) 0.0 $1.2k 5.00 235.40
Taiwan Semiconductor Mfg Listed Stock (TSM) 0.0 $1.1k 5.00 226.40
Idexx Laboratories Listed Stock (IDXX) 0.0 $1.1k 2.00 536.50
Zillow Group Cl A Listed Stock (ZG) 0.0 $1.0k 15.00 68.47
Globus Medical Listed Stock (GMED) 0.0 $1.0k 17.00 59.00
Quantum Computing Listed Stock (QUBT) 0.0 $978.001500 51.00 19.18
Schwab Us Lg-cap Value Index Listed Stock (SWLVX) 0.0 $975.000000 16.00 60.94
Asset Entities Cl B Ord Listed Stock (ASST) 0.0 $975.000000 260.00 3.75
Oneok Listed Stock (OKE) 0.0 $816.000000 10.00 81.60
Docusign Listed Stock (DOCU) 0.0 $779.000000 10.00 77.90
Match Group Listed Stock (MTCH) 0.0 $751.000800 24.00 31.29
Guardant Health Listed Stock (GH) 0.0 $728.999600 14.00 52.07
On Semiconductor Listed Stock (ON) 0.0 $680.999800 13.00 52.38
Zoom Video Comm Listed Stock (ZM) 0.0 $624.000000 8.00 78.00
Vaneck Uranium Nuclear Enrgy Etf Etf (NLR) 0.0 $556.000000 5.00 111.20
Infineon Technologies Listed Stock (IFNNY) 0.0 $510.999600 12.00 42.58
Ishares Future Ai & Tech Etf Etf (ARTY) 0.0 $410.000000 10.00 41.00
Telkom Indonesia Listed Stock (TLK) 0.0 $372.999000 22.00 16.95
Sunny Optical Technology Listed Stock (SOTGY) 0.0 $359.000000 4.00 89.75
Alibaba Group Holding Listed Stock (BABA) 0.0 $339.999900 3.00 113.33
Teledoc Health Listed Stock (TDOC) 0.0 $339.998100 39.00 8.72
A.o. Smith Corp. Listed Stock (AOS) 0.0 $328.000000 5.00 65.60
Intuitive Machines Cl A Listed Stock (LUNR) 0.0 $326.001000 30.00 10.87
Autodesk Listed Stock (ADSK) 0.0 $310.000000 1.00 310.00
Fastly Listed Stock (FSLY) 0.0 $296.998800 42.00 7.07
Byd Listed Stock (BYDDF) 0.0 $297.000400 19.00 15.63
Ge Healthcare Technologies Listed Stock (GEHC) 0.0 $296.000000 4.00 74.00
Ishares Us Healthcare Etf Etf (IYH) 0.0 $283.000000 5.00 56.60
Xpeng Listed Stock (XPEV) 0.0 $268.000500 15.00 17.87
Novocure Listed Stock (NVCR) 0.0 $267.000000 15.00 17.80
Biogen Listed Stock (BIIB) 0.0 $251.000000 2.00 125.50
Dbv Technologies Sa Listed Stock (DBVT) 0.0 $246.998700 27.00 9.15
Moderna Listed Stock (MRNA) 0.0 $221.000000 8.00 27.62
Invesco S&p Small Cap 600 Revenue Etf Etf (RWJ) 0.0 $217.000000 5.00 43.40
TWO HARBORS 7.25pcnt PREFERRED Listed Stock (TWO.PC) 0.0 $212.000400 9.00 23.56
iShares 0-5 Year TIPS Bond ETF Etf (STIP) 0.0 $206.000000 2.00 103.00
HUNTINGTON BANK 5.7pcnt PREFERRED Listed Stock (HBANM) 0.0 $198.999900 9.00 22.11
JP MORGAN CHASE 4.625pcnt PREFERRED Listed Stock (JPM.PL) 0.0 $196.000000 10.00 19.60
Editas Medicine Listed Stock (EDIT) 0.0 $168.999600 77.00 2.19
Redfin Listed Stock (RDFN) 0.0 $168.000000 15.00 11.20
Corbus Pharmaceuticals Listed Stock (CRBP) 0.0 $158.999000 23.00 6.91
Ishares Copper Metals Mining Etf Etf (ICOP) 0.0 $151.000000 5.00 30.20
Ganfeng Lithium Listed Stock (GNENF) 0.0 $142.002000 49.00 2.90
Nike Listed Stock (NKE) 0.0 $142.000000 2.00 71.00
CAPITAL ONE 4.8pcnt PREFERRED Listed Stock (COF.PJ) 0.0 $142.000000 8.00 17.75
Airbnb Listed Stock (ABNB) 0.0 $132.000000 1.00 132.00
Chipotle Mexi Grill Listed Stock (CMG) 0.0 $112.000000 2.00 56.00
Fortrea Holdings Listed Stock (FTRE) 0.0 $108.999000 22.00 4.95
Roblox Corp Listed Stock (RBLX) 0.0 $105.000000 1.00 105.00
Atlanta Braves Holdings Srs A Ord Listed Stock (BATRA) 0.0 $98.000000 2.00 49.00
Warner Bros. Discovery Listed Stock (WBD) 0.0 $92.000000 8.00 11.50
Proshares Bitcoin Etf Etf (BITO) 0.0 $86.000000 4.00 21.50
SPDR Portfolio S&P 400 Mid Cap ETF Etf (SPMD) 0.0 $54.000000 1.00 54.00
Brighthouse Finl Listed Stock (BHF) 0.0 $54.000000 1.00 54.00
Celsius Holdings Listed Stock (CELH) 0.0 $46.000000 1.00 46.00
United States Copper Index Etf (CPER) 0.0 $32.000000 1.00 32.00
Nu Ride Listed Stock (NRDE) 0.0 $31.999900 23.00 1.39
Soundhound Ai Cl A Ord Listed Stock (SOUN) 0.0 $11.000000 1.00 11.00
Bavarian Nordic A/s Listed Stock (BVNRY) 0.0 $9.000000 1.00 9.00
Genprex Listed Stock (GNPX) 0.0 $2.000000 10.00 0.20
Goldman Sachs Listed Stock (GS) 0.0 $0 0 0.00
Amish Naturals Listed Stock 0.0 $0 2.5k 0.00