Congress Wealth Management LLC / DE /

CW Advisors as of March 31, 2025

Portfolio Holdings for CW Advisors

CW Advisors holds 1064 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.7 $390M 1.8M 221.76
Select Sector Spdr Tr Technology (XLK) 2.5 $207M 1.0M 206.50
Microsoft Corporation (MSFT) 1.9 $156M 412k 377.59
Select Sector Spdr Tr Financial (XLF) 1.7 $143M 2.9M 49.81
NVIDIA Corporation (NVDA) 1.5 $122M 1.1M 109.02
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.4 $118M 680k 173.25
Janus Detroit Str Tr Henderson Mtg (JMBS) 1.4 $115M 2.6M 45.20
Select Sector Spdr Tr Communication (XLC) 1.2 $97M 1.0M 96.45
Janus Detroit Str Tr Henderson Securi (JSI) 1.0 $84M 1.6M 52.35
Coca-Cola Company (KO) 1.0 $82M 1.1M 71.59
Meta Platforms Cl A (META) 1.0 $80M 138k 577.55
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.9 $79M 1.3M 60.17
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.9 $74M 2.6M 28.58
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.9 $73M 496k 146.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $69M 129k 531.02
Amazon (AMZN) 0.8 $68M 358k 191.10
World Gold Tr Spdr Gld Minis (GLDM) 0.8 $68M 1.1M 61.89
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.8 $67M 2.5M 27.26
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $65M 336k 194.01
Visa Com Cl A (V) 0.8 $65M 185k 350.21
Profesionally Managed Portfo Congress Interme (CAFX) 0.7 $62M 2.5M 24.79
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.7 $60M 956k 62.77
JPMorgan Chase & Co. (JPM) 0.7 $60M 243k 245.56
Costco Wholesale Corporation (COST) 0.7 $59M 63k 944.72
Eli Lilly & Co. (LLY) 0.7 $58M 70k 829.62
Angel Oak Funds Trust Mortgage Backed (MBS) 0.7 $57M 6.6M 8.68
Alphabet Cap Stk Cl A (GOOGL) 0.7 $56M 360k 155.31
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $55M 425k 128.99
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $51M 621k 81.67
Select Sector Spdr Tr Energy (XLE) 0.6 $48M 510k 93.45
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $47M 801k 58.37
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $46M 435k 104.74
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $45M 1.1M 40.76
Vanguard Index Fds Growth Etf (VUG) 0.5 $45M 120k 377.65
Ishares Tr Msci Eafe Etf (EFA) 0.5 $45M 551k 81.74
Ishares Tr U.s. Tech Etf (IYW) 0.5 $45M 319k 140.45
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $45M 481k 92.72
Global X Fds Us Infr Dev Etf (PAVE) 0.5 $44M 1.2M 37.73
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $43M 870k 49.90
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $43M 217k 197.47
Cintas Corporation (CTAS) 0.5 $43M 207k 205.52
Home Depot (HD) 0.5 $43M 116k 366.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $42M 74k 560.03
Broadcom (AVGO) 0.5 $41M 246k 167.98
Exxon Mobil Corporation (XOM) 0.5 $41M 348k 118.45
Alphabet Cap Stk Cl C (GOOG) 0.5 $39M 250k 157.80
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.5 $39M 718k 54.82
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.5 $39M 938k 41.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $39M 76k 514.31
TJX Companies (TJX) 0.5 $39M 321k 121.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $37M 78k 469.92
Vanguard Index Fds Value Etf (VTV) 0.4 $36M 210k 173.18
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.4 $36M 207k 174.04
Eaton Corp SHS (ETN) 0.4 $35M 128k 272.14
Spdr Ser Tr Portfolio Crport (SPBO) 0.4 $33M 1.1M 29.03
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.4 $33M 681k 48.31
Ishares Msci Eurzone Etf (EZU) 0.4 $32M 605k 53.25
Texas Pacific Land Corp (TPL) 0.4 $32M 24k 1325.01
Select Sector Spdr Tr Indl (XLI) 0.4 $31M 235k 131.09
Goldman Sachs (GS) 0.4 $31M 56k 547.05
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $30M 1.4M 22.09
Martin Marietta Materials (MLM) 0.4 $30M 63k 478.18
Johnson & Johnson (JNJ) 0.4 $30M 179k 165.48
Ollies Bargain Outlt Hldgs I (OLLI) 0.4 $30M 253k 116.36
Vanguard World Health Car Etf (VHT) 0.4 $29M 111k 265.47
Verizon Communications (VZ) 0.3 $29M 642k 45.14
Matthews Intl Fds Pacific Tiger Ac (ASIA) 0.3 $29M 1.1M 26.04
Doubleline Etf Trust Mortgage Etf (DMBS) 0.3 $29M 585k 49.05
Parker-Hannifin Corporation (PH) 0.3 $28M 46k 607.92
Allstate Corporation (ALL) 0.3 $28M 133k 207.07
Ecolab (ECL) 0.3 $27M 108k 253.52
Chevron Corporation (CVX) 0.3 $27M 161k 167.12
Merck & Co (MRK) 0.3 $27M 295k 90.01
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $27M 73k 361.01
Cisco Systems (CSCO) 0.3 $27M 429k 61.67
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.3 $26M 319k 82.54
Ishares Msci Jpn Etf New (EWJ) 0.3 $26M 385k 68.56
O'reilly Automotive (ORLY) 0.3 $26M 18k 1432.25
McDonald's Corporation (MCD) 0.3 $26M 84k 312.17
Procter & Gamble Company (PG) 0.3 $26M 150k 169.69
Howmet Aerospace (HWM) 0.3 $25M 193k 129.76
Arthur J. Gallagher & Co. (AJG) 0.3 $25M 72k 345.20
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.3 $25M 867k 28.66
Caterpillar (CAT) 0.3 $25M 75k 330.11
Boston Scientific Corporation (BSX) 0.3 $24M 241k 100.89
Ishares Tr Msci Euro Fl Etf (EUFN) 0.3 $24M 844k 28.49
Amgen (AMGN) 0.3 $24M 77k 311.68
Intuitive Surgical Com New (ISRG) 0.3 $24M 48k 495.41
Tractor Supply Company (TSCO) 0.3 $24M 433k 55.10
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.3 $24M 148k 161.28
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $24M 466k 50.42
Netflix (NFLX) 0.3 $23M 25k 934.57
Vanguard World Inf Tech Etf (VGT) 0.3 $23M 41k 557.13
Stryker Corporation (SYK) 0.3 $23M 61k 372.38
Abbvie (ABBV) 0.3 $22M 107k 209.50
Servicenow (NOW) 0.3 $22M 28k 796.32
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.3 $22M 319k 69.52
Analog Devices (ADI) 0.3 $22M 107k 201.73
Ishares Tr Core Msci Eafe (IEFA) 0.3 $21M 283k 75.66
Nextera Energy (NEE) 0.3 $21M 301k 70.87
Oracle Corporation (ORCL) 0.3 $21M 151k 141.04
Arista Networks Com Shs (ANET) 0.3 $21M 270k 77.49
Stride (LRN) 0.2 $20M 162k 126.50
Dell Technologies CL C (DELL) 0.2 $20M 223k 91.20
Angel Oak Funds Trust Oak Ultrashort (UYLD) 0.2 $20M 398k 51.09
salesforce (CRM) 0.2 $20M 75k 268.75
Palo Alto Networks (PANW) 0.2 $20M 117k 171.17
Broadridge Financial Solutions (BR) 0.2 $20M 83k 242.19
Chipotle Mexican Grill (CMG) 0.2 $20M 398k 50.20
Linde SHS (LIN) 0.2 $20M 43k 465.37
Accenture Plc Ireland Shs Class A (ACN) 0.2 $20M 63k 311.85
Penumbra (PEN) 0.2 $20M 73k 267.41
Ishares Tr Select Divid Etf (DVY) 0.2 $19M 144k 134.29
Ishares Tr Core S&p500 Etf (IVV) 0.2 $19M 34k 563.69
Mastercard Incorporated Cl A (MA) 0.2 $19M 35k 547.55
Copart (CPRT) 0.2 $19M 339k 56.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $19M 422k 45.27
PNC Financial Services (PNC) 0.2 $19M 108k 175.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $18M 67k 275.39
Halozyme Therapeutics (HALO) 0.2 $18M 281k 63.81
Cyberark Software SHS (CYBR) 0.2 $18M 52k 338.00
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $18M 94k 186.40
ConocoPhillips (COP) 0.2 $18M 167k 104.93
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $17M 93k 187.33
Cme (CME) 0.2 $17M 65k 265.29
Williams Companies (WMB) 0.2 $17M 286k 59.77
Uber Technologies (UBER) 0.2 $17M 233k 72.87
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $17M 208k 81.55
Moody's Corporation (MCO) 0.2 $17M 36k 465.71
SPS Commerce (SPSC) 0.2 $17M 126k 132.73
Curtiss-Wright (CW) 0.2 $17M 53k 317.27
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $17M 34k 485.18
Enterprise Products Partners (EPD) 0.2 $17M 483k 34.13
Synopsys (SNPS) 0.2 $16M 38k 428.87
UnitedHealth (UNH) 0.2 $16M 31k 522.70
Angel Oak Funds Trust Income Etf (CARY) 0.2 $16M 778k 20.76
Colgate-Palmolive Company (CL) 0.2 $16M 171k 93.61
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $16M 313k 50.60
EOG Resources (EOG) 0.2 $16M 123k 128.24
Baker Hughes Company Cl A (BKR) 0.2 $16M 354k 43.95
Brown & Brown (BRO) 0.2 $15M 126k 121.98
Bristol Myers Squibb (BMY) 0.2 $15M 251k 61.00
Te Connectivity Ord Shs (TEL) 0.2 $15M 106k 141.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $15M 295k 50.85
CommVault Systems (CVLT) 0.2 $15M 94k 157.76
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.2 $15M 588k 25.15
Casey's General Stores (CASY) 0.2 $15M 34k 434.05
The Trade Desk Com Cl A (TTD) 0.2 $15M 269k 54.73
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $14M 314k 45.97
Thermo Fisher Scientific (TMO) 0.2 $14M 29k 498.18
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $14M 614k 23.16
Terreno Realty Corporation (TRNO) 0.2 $14M 225k 63.22
Steris Shs Usd (STE) 0.2 $14M 63k 226.65
Zoetis Cl A (ZTS) 0.2 $14M 86k 164.61
Prestige Brands Holdings (PBH) 0.2 $14M 163k 85.97
Raymond James Financial (RJF) 0.2 $14M 100k 138.91
Emcor (EME) 0.2 $14M 37k 369.66
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $14M 378k 36.05
American Express Company (AXP) 0.2 $14M 50k 270.16
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $14M 483k 27.97
Pfizer (PFE) 0.2 $14M 528k 25.49
Cooper Cos (COO) 0.2 $13M 159k 84.35
Sprouts Fmrs Mkt (SFM) 0.2 $13M 87k 152.64
CVS Caremark Corporation (CVS) 0.2 $13M 195k 67.75
Us Foods Hldg Corp call (USFD) 0.2 $13M 201k 65.46
Spdr Ser Tr Ssga Us Smal Etf (SMLV) 0.2 $13M 106k 122.88
Shopify Cl A (SHOP) 0.2 $13M 134k 95.72
Badger Meter (BMI) 0.2 $13M 66k 190.25
Franklin Templeton Etf Tr Us Treasury Bond (FLGV) 0.2 $13M 612k 20.57
Descartes Sys Grp (DSGX) 0.2 $13M 125k 100.83
Mondelez Intl Cl A (MDLZ) 0.1 $12M 183k 67.79
Teledyne Technologies Incorporated (TDY) 0.1 $12M 25k 497.78
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $12M 157k 78.93
ResMed (RMD) 0.1 $12M 55k 223.86
Lowe's Companies (LOW) 0.1 $12M 53k 233.16
Crane Company Common Stock (CR) 0.1 $12M 80k 153.18
Nvent Electric SHS (NVT) 0.1 $12M 230k 52.42
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $12M 106k 113.76
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $11M 481k 23.62
Dominion Resources (D) 0.1 $11M 201k 56.01
Dynatrace Com New (DT) 0.1 $11M 236k 47.15
Aptar (ATR) 0.1 $11M 75k 148.38
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.1 $11M 99k 111.76
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $11M 305k 36.15
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $11M 414k 26.58
Godaddy Cl A (GDDY) 0.1 $11M 61k 180.14
Vanguard World Mega Grwth Ind (MGK) 0.1 $11M 35k 309.20
Guidewire Software (GWRE) 0.1 $11M 57k 187.37
Garmin SHS (GRMN) 0.1 $11M 49k 217.12
Deckers Outdoor Corporation (DECK) 0.1 $11M 94k 111.81
Phillips 66 (PSX) 0.1 $11M 85k 123.55
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $11M 50k 210.94
Sterling Construction Company (STRL) 0.1 $10M 92k 113.21
Texas Roadhouse (TXRH) 0.1 $10M 62k 166.81
Pjt Partners Com Cl A (PJT) 0.1 $10M 75k 137.88
Houlihan Lokey Cl A (HLI) 0.1 $10M 64k 161.50
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $10M 186k 54.77
Dex (DXCM) 0.1 $10M 149k 68.31
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.1 $10M 54k 186.36
Ligand Pharmaceuticals Com New (LGND) 0.1 $10M 96k 105.14
Applied Materials (AMAT) 0.1 $9.9M 69k 145.29
Merit Medical Systems (MMSI) 0.1 $9.7M 92k 105.71
Ishares Core Msci Emkt (IEMG) 0.1 $9.7M 180k 53.98
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $9.7M 38k 252.37
EnPro Industries (NPO) 0.1 $9.6M 60k 161.79
Caci Intl Cl A (CACI) 0.1 $9.6M 26k 366.92
Saia (SAIA) 0.1 $9.6M 28k 349.45
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.1 $9.6M 325k 29.40
At&t (T) 0.1 $9.6M 348k 27.46
International Business Machines (IBM) 0.1 $9.5M 42k 227.41
Integer Hldgs (ITGR) 0.1 $9.5M 81k 118.01
InterDigital (IDCC) 0.1 $9.5M 46k 206.77
Rambus (RMBS) 0.1 $9.5M 183k 51.77
Monolithic Power Systems (MPWR) 0.1 $9.4M 16k 579.99
Bridgebio Pharma (BBIO) 0.1 $9.4M 273k 34.57
Ares Capital Corporation (ARCC) 0.1 $9.4M 424k 22.15
Skyline Corporation (SKY) 0.1 $9.4M 99k 94.76
Vanguard World Energy Etf (VDE) 0.1 $9.4M 72k 129.84
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $9.3M 94k 98.90
Walt Disney Company (DIS) 0.1 $9.3M 94k 98.91
Csw Industrials (CSW) 0.1 $9.2M 32k 291.53
Pure Storage Cl A (PSTG) 0.1 $9.2M 209k 44.27
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $9.2M 88k 104.58
Philip Morris International (PM) 0.1 $9.1M 58k 158.16
Spdr Gold Tr Gold Shs (GLD) 0.1 $9.1M 32k 286.79
Altria (MO) 0.1 $9.1M 152k 59.57
ACI Worldwide (ACIW) 0.1 $9.0M 164k 54.71
UFP Technologies (UFPT) 0.1 $8.9M 44k 201.71
Automatic Data Processing (ADP) 0.1 $8.9M 29k 303.71
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $8.8M 11.00 798441.55
AFLAC Incorporated (AFL) 0.1 $8.8M 79k 111.19
Fortinet (FTNT) 0.1 $8.6M 88k 97.76
Knife River Corp Common Stock (KNF) 0.1 $8.6M 95k 90.23
Intel Corporation (INTC) 0.1 $8.4M 371k 22.75
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $8.4M 95k 88.00
Balchem Corporation (BCPC) 0.1 $8.4M 50k 166.00
Raytheon Technologies Corp (RTX) 0.1 $8.3M 63k 132.54
MarketAxess Holdings (MKTX) 0.1 $8.3M 38k 216.35
Elf Beauty (ELF) 0.1 $8.2M 131k 62.79
Ishares Tr Morningstar Grwt (ILCG) 0.1 $8.2M 101k 81.08
LeMaitre Vascular (LMAT) 0.1 $8.2M 97k 83.90
Vericel (VCEL) 0.1 $8.2M 183k 44.62
T. Rowe Price (TROW) 0.1 $8.2M 89k 91.87
Franklin Templeton Etf Tr Ftse China (FLCH) 0.1 $8.0M 374k 21.36
General Dynamics Corporation (GD) 0.1 $8.0M 29k 272.52
Ge Aerospace Com New (GE) 0.1 $7.9M 39k 202.86
Dupont De Nemours (DD) 0.1 $7.9M 105k 74.77
Box Cl A (BOX) 0.1 $7.8M 253k 30.86
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $7.8M 180k 43.40
Honeywell International (HON) 0.1 $7.8M 37k 211.78
Corteva (CTVA) 0.1 $7.7M 123k 62.92
Wal-Mart Stores (WMT) 0.1 $7.6M 87k 87.74
Citigroup Com New (C) 0.1 $7.5M 106k 71.13
Invesco Exch Traded Fd Tr Ii Global Water (PIO) 0.1 $7.4M 185k 40.13
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $7.4M 44k 170.12
Tesla Motors (TSLA) 0.1 $7.4M 28k 262.23
Calix (CALX) 0.1 $7.4M 208k 35.44
Boot Barn Hldgs (BOOT) 0.1 $7.4M 69k 107.43
Ameris Ban (ABCB) 0.1 $7.3M 127k 57.57
Datadog Cl A Com (DDOG) 0.1 $7.3M 74k 99.19
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $7.3M 111k 66.00
Safety Insurance (SAFT) 0.1 $7.2M 92k 78.88
Abbott Laboratories (ABT) 0.1 $7.2M 55k 131.96
West Pharmaceutical Services (WST) 0.1 $7.2M 32k 223.90
Comfort Systems USA (FIX) 0.1 $7.2M 22k 322.34
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.1 $7.2M 54k 133.09
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $7.2M 306k 23.46
Vanguard World Utilities Etf (VPU) 0.1 $7.1M 42k 170.68
NOVA MEASURING Instruments L (NVMI) 0.1 $7.0M 38k 184.33
Cohen & Steers (CNS) 0.1 $7.0M 88k 80.25
Sensient Technologies Corporation (SXT) 0.1 $7.0M 94k 74.43
Cigna Corp (CI) 0.1 $7.0M 21k 328.79
Profesionally Managed Portfo Congress Smid Gr (CSMD) 0.1 $6.8M 247k 27.66
Onto Innovation (ONTO) 0.1 $6.8M 56k 121.34
Dow (DOW) 0.1 $6.7M 192k 35.06
FedEx Corporation (FDX) 0.1 $6.7M 28k 243.73
Moog Cl A (MOG.A) 0.1 $6.7M 39k 173.35
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $6.7M 147k 45.60
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $6.6M 56k 117.89
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $6.6M 180k 36.41
Bj's Wholesale Club Holdings (BJ) 0.1 $6.5M 57k 114.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $6.5M 330k 19.84
Kinder Morgan (KMI) 0.1 $6.5M 228k 28.53
Union Pacific Corporation (UNP) 0.1 $6.4M 27k 236.03
New York Life Investments Et Nyli Ftse Intern (HFXI) 0.1 $6.4M 233k 27.52
Criteo S A Spons Ads (CRTO) 0.1 $6.4M 181k 35.41
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $6.4M 122k 52.39
Qualcomm (QCOM) 0.1 $6.3M 41k 154.26
Ishares Tr Russell 2000 Etf (IWM) 0.1 $6.3M 31k 202.81
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $6.2M 95k 65.77
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $6.2M 12k 541.22
Interface (TILE) 0.1 $6.2M 313k 19.84
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.1 $6.2M 124k 50.20
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $6.1M 24k 256.15
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $6.1M 297k 20.70
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $6.1M 61k 100.18
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $6.1M 231k 26.32
Axon Enterprise (AXON) 0.1 $6.0M 11k 525.96
Msci (MSCI) 0.1 $6.0M 11k 565.51
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $5.9M 39k 151.40
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $5.9M 151k 39.37
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $5.9M 258k 22.99
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.1 $5.9M 118k 50.15
Bank of America Corporation (BAC) 0.1 $5.9M 140k 41.91
Crane Holdings (CXT) 0.1 $5.8M 114k 51.40
Ishares Tr Core Div Grwth (DGRO) 0.1 $5.8M 94k 61.78
Capital One Financial (COF) 0.1 $5.8M 32k 179.36
Omni (OMC) 0.1 $5.7M 69k 82.90
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $5.7M 130k 43.71
Danaher Corporation (DHR) 0.1 $5.7M 28k 206.31
Pepsi (PEP) 0.1 $5.7M 38k 149.31
Air Products & Chemicals (APD) 0.1 $5.6M 19k 294.89
Azek Cl A (AZEK) 0.1 $5.6M 115k 48.89
Generac Holdings (GNRC) 0.1 $5.6M 44k 126.70
Group 1 Automotive (GPI) 0.1 $5.6M 15k 381.95
First Tr Exchange Traded Nasdq Artfcial (ROBT) 0.1 $5.5M 135k 40.67
Novartis Sponsored Adr (NVS) 0.1 $5.5M 49k 111.46
AeroVironment (AVAV) 0.1 $5.5M 46k 119.19
Inspire Med Sys (INSP) 0.1 $5.5M 34k 159.31
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $5.4M 216k 25.21
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $5.4M 109k 49.62
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $5.3M 70k 76.49
Yeti Hldgs (YETI) 0.1 $5.2M 158k 33.10
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $5.2M 57k 90.57
Ishares Tr Us Consm Staples (IYK) 0.1 $5.2M 72k 71.57
Medtronic SHS (MDT) 0.1 $5.2M 57k 89.88
Primoris Services (PRIM) 0.1 $5.1M 89k 57.41
Kinsale Cap Group (KNSL) 0.1 $5.1M 11k 486.73
Lockheed Martin Corporation (LMT) 0.1 $5.1M 11k 446.08
LKQ Corporation (LKQ) 0.1 $5.0M 118k 42.54
Kimberly-Clark Corporation (KMB) 0.1 $5.0M 35k 142.08
Comcast Corp Cl A (CMCSA) 0.1 $4.9M 134k 36.86
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $4.9M 107k 46.30
Ishares Tr Mbs Etf (MBB) 0.1 $4.9M 52k 93.78
Insulet Corporation (PODD) 0.1 $4.8M 18k 262.67
Delta Air Lines Inc Del Com New (DAL) 0.1 $4.8M 110k 43.71
Vanguard Index Fds Small Cp Etf (VB) 0.1 $4.8M 21k 222.76
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $4.7M 91k 51.94
Ishares Tr National Mun Etf (MUB) 0.1 $4.7M 45k 105.47
Novo-nordisk A S Adr (NVO) 0.1 $4.6M 65k 71.37
Oceaneering International (OII) 0.1 $4.6M 210k 21.81
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $4.6M 149k 30.73
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $4.5M 79k 57.60
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $4.5M 57k 79.37
Doubleline Etf Trust Opportunistic Co (DBND) 0.1 $4.5M 98k 46.17
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $4.5M 42k 106.02
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $4.4M 38k 116.39
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $4.4M 70k 62.61
Power Integrations (POWI) 0.1 $4.3M 86k 50.50
Profesionally Managed Portfo Congress Lrg Cap (CAML) 0.1 $4.3M 135k 31.81
Ptc (PTC) 0.1 $4.3M 28k 154.95
Medpace Hldgs (MEDP) 0.1 $4.3M 14k 304.69
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $4.2M 55k 77.56
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $4.2M 45k 93.71
Range Resources (RRC) 0.1 $4.2M 105k 39.94
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $4.1M 68k 60.71
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $4.1M 30k 135.62
Boeing Company (BA) 0.0 $4.1M 24k 171.66
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $4.1M 24k 166.59
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $4.1M 21k 193.08
Deere & Company (DE) 0.0 $4.0M 8.6k 470.33
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $4.0M 45k 90.60
Valmont Industries (VMI) 0.0 $4.0M 14k 285.39
Morningstar (MORN) 0.0 $4.0M 13k 299.95
SM Energy (SM) 0.0 $4.0M 133k 29.95
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $3.9M 128k 30.46
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $3.9M 50k 78.25
Vanguard World Financials Etf (VFH) 0.0 $3.9M 32k 119.70
Crowdstrike Hldgs Cl A (CRWD) 0.0 $3.9M 11k 355.12
United Rentals (URI) 0.0 $3.8M 6.1k 626.75
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $3.8M 66k 57.37
Adobe Systems Incorporated (ADBE) 0.0 $3.8M 9.8k 384.08
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $3.7M 14k 259.67
United Parcel Service CL B (UPS) 0.0 $3.6M 33k 111.35
Lincoln National Corporation (LNC) 0.0 $3.6M 101k 35.91
Cactus Cl A (WHD) 0.0 $3.6M 78k 45.83
Illinois Tool Works (ITW) 0.0 $3.6M 14k 248.08
Genuine Parts Company (GPC) 0.0 $3.6M 30k 119.15
Starbucks Corporation (SBUX) 0.0 $3.5M 36k 97.59
Mongodb Cl A (MDB) 0.0 $3.5M 20k 175.34
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $3.5M 122k 28.86
3M Company (MMM) 0.0 $3.5M 24k 148.65
American Tower Reit (AMT) 0.0 $3.5M 16k 216.96
Morgan Stanley Com New (MS) 0.0 $3.5M 30k 117.05
Kenvue (KVUE) 0.0 $3.4M 143k 23.96
Ssga Active Tr Spdr Blackstone (HYBL) 0.0 $3.4M 120k 28.12
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $3.4M 34k 100.60
Cdw (CDW) 0.0 $3.4M 21k 160.38
Entegris (ENTG) 0.0 $3.3M 38k 87.52
Marvell Technology (MRVL) 0.0 $3.3M 54k 61.89
Fidelity Covington Trust Enhanced Intl (FENI) 0.0 $3.3M 111k 29.76
Avery Dennison Corporation (AVY) 0.0 $3.3M 19k 177.97
Duolingo Cl A Com (DUOL) 0.0 $3.3M 11k 310.54
Bank of New York Mellon Corporation (BK) 0.0 $3.3M 39k 83.89
Texas Instruments Incorporated (TXN) 0.0 $3.3M 18k 180.22
Public Service Enterprise (PEG) 0.0 $3.3M 39k 82.79
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $3.2M 150k 21.51
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $3.2M 54k 59.40
Metropcs Communications (TMUS) 0.0 $3.2M 12k 265.35
Autodesk (ADSK) 0.0 $3.2M 12k 261.68
Travelers Companies (TRV) 0.0 $3.1M 12k 264.23
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $3.1M 76k 41.13
Blackstone Group Inc Com Cl A (BX) 0.0 $3.1M 22k 141.27
Matthews Intl Fds India Active Etf (INDE) 0.0 $3.1M 112k 27.63
Equinix (EQIX) 0.0 $3.1M 3.8k 815.90
Progressive Corporation (PGR) 0.0 $3.1M 11k 282.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $3.1M 42k 73.43
Us Bancorp Del Com New (USB) 0.0 $3.1M 73k 42.23
Sherwin-Williams Company (SHW) 0.0 $3.0M 8.7k 348.35
Fiserv (FI) 0.0 $3.0M 14k 221.21
Lincoln Electric Holdings (LECO) 0.0 $3.0M 16k 189.17
Pool Corporation (POOL) 0.0 $3.0M 9.5k 318.40
Canadian Pacific Kansas City (CP) 0.0 $3.0M 43k 70.24
Duke Energy Corp Com New (DUK) 0.0 $3.0M 26k 115.94
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.0 $3.0M 54k 55.07
Marsh & McLennan Companies (MMC) 0.0 $3.0M 12k 242.00
Columbia Etf Tr I Resh Enhnc Cor (RECS) 0.0 $3.0M 90k 33.21
Western Alliance Bancorporation (WAL) 0.0 $3.0M 39k 76.83
Ishares Tr Conv Bd Etf (ICVT) 0.0 $3.0M 36k 83.61
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $3.0M 27k 109.80
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $3.0M 90k 32.99
Choice Hotels International (CHH) 0.0 $2.9M 22k 132.79
Clearwater Analytics Hldgs I Cl A (CWAN) 0.0 $2.9M 110k 26.80
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $2.9M 109k 26.89
Ameriprise Financial (AMP) 0.0 $2.8M 5.9k 485.81
Paychex (PAYX) 0.0 $2.8M 18k 154.22
Belpointe Prep Unit Rp Ltd Lb A (OZ) 0.0 $2.8M 44k 64.50
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $2.8M 33k 85.21
Southern Company (SO) 0.0 $2.8M 31k 91.21
Simply Good Foods (SMPL) 0.0 $2.8M 82k 34.49
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.0 $2.8M 60k 46.92
Blackrock (BLK) 0.0 $2.8M 2.9k 950.11
Gilead Sciences (GILD) 0.0 $2.7M 25k 111.18
S&p Global (SPGI) 0.0 $2.7M 5.4k 507.19
Suncor Energy (SU) 0.0 $2.7M 70k 38.72
Maplebear (CART) 0.0 $2.7M 68k 39.89
AmerisourceBergen (COR) 0.0 $2.7M 9.7k 277.99
Ishares Msci Emerg Mrkt (EEMV) 0.0 $2.7M 46k 58.34
Repligen Corporation (RGEN) 0.0 $2.7M 21k 127.35
Vanguard World Industrial Etf (VIS) 0.0 $2.6M 10k 251.47
Abrdn Etfs Bbrg All Commdy (BCD) 0.0 $2.6M 77k 34.13
Golar Lng SHS (GLNG) 0.0 $2.6M 69k 37.99
Ge Vernova (GEV) 0.0 $2.6M 8.2k 316.76
Siriusxm Holdings Common Stock (SIRI) 0.0 $2.6M 114k 22.55
Prologis (PLD) 0.0 $2.6M 23k 111.74
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $2.5M 52k 48.81
Iron Mountain (IRM) 0.0 $2.5M 30k 86.11
Intuit (INTU) 0.0 $2.5M 4.1k 613.06
Whirlpool Corporation (WHR) 0.0 $2.5M 28k 90.73
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $2.5M 47k 52.37
Elastic N V Ord Shs (ESTC) 0.0 $2.5M 28k 89.10
Ishares Tr Tips Bd Etf (TIP) 0.0 $2.4M 22k 111.10
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $2.4M 9.8k 245.81
Norfolk Southern (NSC) 0.0 $2.4M 10k 236.85
Ishares Gold Tr Shares Represent (IAUM) 0.0 $2.4M 76k 31.17
Doubleline Etf Trust Commercial Real (DCRE) 0.0 $2.4M 46k 51.87
D.R. Horton (DHI) 0.0 $2.4M 19k 127.25
Totalenergies Se Sponsored Ads (TTE) 0.0 $2.4M 37k 64.42
Paypal Holdings (PYPL) 0.0 $2.4M 36k 65.63
Fifth Third Ban (FITB) 0.0 $2.3M 59k 39.20
Darden Restaurants (DRI) 0.0 $2.3M 11k 207.80
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.0 $2.3M 37k 62.75
Avnet (AVT) 0.0 $2.3M 48k 48.09
FTI Consulting (FCN) 0.0 $2.3M 14k 164.08
Aon Shs Cl A (AON) 0.0 $2.3M 5.7k 399.10
Snap-on Incorporated (SNA) 0.0 $2.3M 6.7k 337.06
Cabot Oil & Gas Corporation (CTRA) 0.0 $2.3M 78k 29.00
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $2.3M 35k 64.20
Vanguard World Comm Srvc Etf (VOX) 0.0 $2.2M 15k 148.80
Consolidated Edison (ED) 0.0 $2.2M 20k 109.83
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $2.2M 19k 115.65
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $2.2M 36k 60.90
Vanguard World Mega Cap Index (MGC) 0.0 $2.2M 11k 201.39
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $2.2M 5.2k 420.45
MetLife (MET) 0.0 $2.2M 27k 81.26
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $2.2M 43k 50.01
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $2.2M 21k 100.67
Ametek (AME) 0.0 $2.2M 13k 172.14
Motorola Solutions Com New (MSI) 0.0 $2.1M 4.9k 437.66
Devon Energy Corporation (DVN) 0.0 $2.1M 57k 37.40
Advanced Micro Devices (AMD) 0.0 $2.1M 20k 103.88
Amphenol Corp Cl A (APH) 0.0 $2.1M 32k 65.62
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $2.1M 19k 108.70
Honda Motor Adr Ech Cnv In 3 (HMC) 0.0 $2.1M 77k 27.13
Ishares Tr Core Intl Aggr (IAGG) 0.0 $2.1M 42k 49.99
Yum! Brands (YUM) 0.0 $2.1M 13k 157.31
Wells Fargo & Company (WFC) 0.0 $2.1M 29k 72.70
Werner Enterprises (WERN) 0.0 $2.0M 70k 29.30
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.0 $2.0M 50k 40.65
Constellation Brands Cl A (STZ) 0.0 $2.0M 11k 183.52
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $2.0M 12k 171.16
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $2.0M 53k 37.49
Lam Research Corp Com New (LRCX) 0.0 $2.0M 27k 73.78
Six Flags Entertainment Corp (FUN) 0.0 $2.0M 56k 35.67
Hawaiian Electric Industries (HE) 0.0 $2.0M 179k 10.95
Lennar Corp Cl A (LEN) 0.0 $2.0M 17k 114.87
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $1.9M 35k 56.26
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $1.9M 30k 64.53
McKesson Corporation (MCK) 0.0 $1.9M 2.9k 672.59
Service Pptys Tr Com Sh Ben Int (SVC) 0.0 $1.9M 739k 2.61
Cognizant Technology Solutio Cl A (CTSH) 0.0 $1.9M 25k 76.51
Ishares Gold Tr Ishares New (IAU) 0.0 $1.9M 33k 58.63
Palantir Technologies Cl A (PLTR) 0.0 $1.9M 22k 86.69
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $1.9M 53k 36.15
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $1.9M 41k 46.09
Icici Bank Adr (IBN) 0.0 $1.9M 60k 31.52
Truist Financial Corp equities (TFC) 0.0 $1.9M 46k 41.25
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $1.9M 29k 64.32
Coherent Corp (COHR) 0.0 $1.8M 28k 64.94
M/I Homes (MHO) 0.0 $1.8M 16k 114.18
Matthews Intl Fds Asia Dividend Ac (ADVE) 0.0 $1.8M 56k 32.43
IDEXX Laboratories (IDXX) 0.0 $1.8M 4.3k 421.28
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $1.8M 23k 78.92
General Mills (GIS) 0.0 $1.8M 30k 59.66
Johnson Ctls Intl SHS (JCI) 0.0 $1.8M 23k 80.20
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $1.8M 61k 29.28
Spdr Ser Tr S&p Biotech (XBI) 0.0 $1.8M 22k 81.32
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.0 $1.8M 59k 30.32
CBOE Holdings (CBOE) 0.0 $1.8M 7.8k 226.29
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $1.8M 57k 30.83
Chubb (CB) 0.0 $1.8M 5.9k 299.46
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $1.7M 21k 82.72
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.0 $1.7M 66k 26.24
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $1.7M 128k 13.63
Organon & Co Common Stock (OGN) 0.0 $1.7M 116k 14.89
BlackRock Enhanced Capital and Income (CII) 0.0 $1.7M 93k 18.47
Ishares Tr U.s. Finls Etf (IYF) 0.0 $1.7M 15k 113.42
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.0 $1.7M 70k 23.86
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $1.7M 32k 52.69
Micron Technology (MU) 0.0 $1.7M 19k 87.02
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.0 $1.7M 60k 27.47
Sprott Etf Trust Gold Miners Etf (SGDM) 0.0 $1.6M 43k 37.94
Constellation Energy (CEG) 0.0 $1.6M 7.9k 207.11
Victory Portfolios Ii Core Intermediat (UITB) 0.0 $1.6M 35k 46.94
RPM International (RPM) 0.0 $1.6M 14k 115.69
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $1.6M 33k 48.27
Nasdaq Omx (NDAQ) 0.0 $1.6M 21k 75.87
Fair Isaac Corporation (FICO) 0.0 $1.6M 867.00 1845.54
Charles Schwab Corporation (SCHW) 0.0 $1.6M 20k 78.49
PPL Corporation (PPL) 0.0 $1.6M 44k 36.10
Atmos Energy Corporation (ATO) 0.0 $1.6M 10k 154.22
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $1.6M 9.3k 172.49
Alcon Ord Shs (ALC) 0.0 $1.6M 17k 94.62
Ishares Tr Global Energ Etf (IXC) 0.0 $1.6M 38k 41.90
American Water Works (AWK) 0.0 $1.6M 11k 146.49
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $1.6M 13k 122.46
Marriott Intl Cl A (MAR) 0.0 $1.6M 6.6k 238.33
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $1.6M 21k 74.00
American Beacon Select Funds Glg Natural Reso (MGNR) 0.0 $1.6M 52k 29.78
Ishares Tr North Amern Nat (IGE) 0.0 $1.5M 34k 45.47
Applovin Corp Com Cl A (APP) 0.0 $1.5M 5.8k 262.05
Nxp Semiconductors N V (NXPI) 0.0 $1.5M 7.9k 191.49
Sony Group Corp Sponsored Adr (SONY) 0.0 $1.5M 59k 25.39
Xcel Energy (XEL) 0.0 $1.5M 21k 70.71
Vodafone Group Sponsored Adr (VOD) 0.0 $1.5M 157k 9.37
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $1.4M 40k 36.29
Dycom Industries (DY) 0.0 $1.4M 9.3k 152.34
Zurn Water Solutions Corp Zws (ZWS) 0.0 $1.4M 43k 32.98
Trane Technologies SHS (TT) 0.0 $1.4M 4.1k 340.52
Schlumberger Com Stk (SLB) 0.0 $1.4M 34k 41.79
Watsco, Incorporated (WSO) 0.0 $1.4M 2.7k 510.05
Asml Holding N V N Y Registry Shs (ASML) 0.0 $1.4M 2.1k 666.37
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $1.3M 11k 126.41
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $1.3M 28k 47.48
Yum China Holdings (YUMC) 0.0 $1.3M 26k 52.06
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $1.3M 15k 88.10
BP Sponsored Adr (BP) 0.0 $1.3M 39k 33.85
Ceridian Hcm Hldg (DAY) 0.0 $1.3M 22k 58.33
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.0 $1.3M 6.7k 194.73
Assurant (AIZ) 0.0 $1.3M 6.2k 209.75
Ishares Tr Russell 3000 Etf (IWV) 0.0 $1.3M 4.1k 317.72
Universal Display Corporation (OLED) 0.0 $1.3M 9.2k 139.63
Global X Fds Rate Preferred (PFFV) 0.0 $1.3M 54k 23.66
Becton, Dickinson and (BDX) 0.0 $1.3M 5.6k 229.18
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $1.3M 11k 121.91
Vanguard Index Fds Large Cap Etf (VV) 0.0 $1.3M 4.9k 257.73
Ishares Tr Eafe Value Etf (EFV) 0.0 $1.3M 21k 58.95
Dimensional Etf Trust Global Core Plus (DFGP) 0.0 $1.3M 23k 53.43
Nike CL B (NKE) 0.0 $1.2M 19k 64.73
Taylor Morrison Hom (TMHC) 0.0 $1.2M 21k 60.05
Church & Dwight (CHD) 0.0 $1.2M 11k 108.80
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $1.2M 7.7k 160.69
Itt (ITT) 0.0 $1.2M 9.6k 129.25
American Intl Group Com New (AIG) 0.0 $1.2M 14k 86.92
Waste Management (WM) 0.0 $1.2M 5.4k 230.09
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $1.2M 10k 118.07
Oneok (OKE) 0.0 $1.2M 12k 99.28
MDU Resources (MDU) 0.0 $1.2M 72k 16.91
NiSource (NI) 0.0 $1.2M 30k 40.08
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $1.2M 16k 77.62
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $1.2M 47k 25.84
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $1.2M 12k 100.07
Spectrum Brands Holding (SPB) 0.0 $1.2M 17k 71.55
Astrazeneca Sponsored Adr (AZN) 0.0 $1.2M 16k 73.35
Vanguard World Materials Etf (VAW) 0.0 $1.2M 6.2k 189.60
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.0 $1.2M 35k 33.87
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.0 $1.2M 48k 24.28
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $1.2M 13k 90.68
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.0 $1.2M 8.8k 131.73
Kla Corp Com New (KLAC) 0.0 $1.2M 1.7k 691.87
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $1.2M 14k 81.93
Ishares Tr Rus 1000 Etf (IWB) 0.0 $1.1M 3.7k 306.93
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $1.1M 24k 48.76
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $1.1M 9.5k 119.83
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $1.1M 20k 57.57
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $1.1M 8.5k 132.44
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $1.1M 27k 42.08
Cytokinetics Com New (CYTK) 0.0 $1.1M 28k 40.19
Ansys (ANSS) 0.0 $1.1M 3.5k 316.65
Sba Communications Corp Cl A (SBAC) 0.0 $1.1M 5.1k 220.01
Cardinal Health (CAH) 0.0 $1.1M 8.1k 137.76
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $1.1M 18k 62.54
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $1.1M 56k 19.57
Mccormick & Co Com Non Vtg (MKC) 0.0 $1.1M 13k 82.04
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.0 $1.1M 6.1k 180.33
Columbia Finl (CLBK) 0.0 $1.1M 72k 15.19
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $1.1M 12k 91.74
Xylem (XYL) 0.0 $1.1M 9.1k 119.50
Anthem (ELV) 0.0 $1.1M 2.5k 434.94
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $1.1M 39k 27.53
HEICO Corporation (HEI) 0.0 $1.1M 4.0k 267.21
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $1.1M 5.5k 190.77
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $1.1M 12k 84.55
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $1.0M 18k 58.66
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $1.0M 51k 20.32
Sap Se Spon Adr (SAP) 0.0 $1.0M 3.9k 268.46
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $1.0M 15k 67.34
Ishares Tr Ishares Biotech (IBB) 0.0 $1.0M 8.1k 128.23
Dimensional Etf Trust Global Cr Etf (DGCB) 0.0 $1.0M 19k 53.17
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $1.0M 75k 13.63
Booking Holdings (BKNG) 0.0 $1.0M 221.00 4629.75
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $1.0M 9.2k 110.35
Roper Industries (ROP) 0.0 $1.0M 1.7k 589.78
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $1.0M 11k 95.94
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.0 $1.0M 22k 45.78
Hdfc Bank Sponsored Ads (HDB) 0.0 $996k 15k 66.44
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $993k 18k 54.41
Prudential Financial (PRU) 0.0 $991k 8.8k 112.26
Realty Income (O) 0.0 $989k 17k 57.83
Vanguard World Consum Stp Etf (VDC) 0.0 $977k 4.5k 218.67
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $961k 8.3k 115.95
ConAgra Foods (CAG) 0.0 $960k 36k 26.66
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $954k 38k 24.83
Markel Corporation (MKL) 0.0 $952k 509.00 1869.61
Comstock Resources (CRK) 0.0 $944k 46k 20.34
Alphatec Hldgs Com New (ATEC) 0.0 $941k 93k 10.14
Cohen & Steers Quality Income Realty (RQI) 0.0 $931k 74k 12.56
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $930k 38k 24.34
Regeneron Pharmaceuticals (REGN) 0.0 $920k 1.4k 644.19
Ishares Tr Core Total Usd (IUSB) 0.0 $918k 20k 46.06
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $916k 36k 25.54
Shell Spon Ads (SHEL) 0.0 $911k 12k 73.24
Hershey Company (HSY) 0.0 $906k 5.3k 170.67
SYSCO Corporation (SYY) 0.0 $905k 12k 74.91
Corning Incorporated (GLW) 0.0 $905k 20k 46.18
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) 0.0 $902k 24k 38.16
Ishares Tr Esg Aware Msci (ESML) 0.0 $902k 24k 38.41
AutoZone (AZO) 0.0 $901k 236.00 3817.94
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $895k 13k 68.37
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $892k 9.5k 93.66
Sl Green Realty Corp (SLG) 0.0 $891k 15k 57.70
Ishares Tr Us Trsprtion (IYT) 0.0 $889k 14k 64.23
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.0 $880k 27k 33.18
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $880k 17k 52.48
Kellogg Company (K) 0.0 $878k 11k 82.50
Eastern Bankshares (EBC) 0.0 $876k 53k 16.40
Global X Fds Cloud Computng (CLOU) 0.0 $875k 42k 21.00
Ishares Silver Tr Ishares (SLV) 0.0 $864k 28k 30.91
Target Corporation (TGT) 0.0 $862k 8.2k 104.70
Spdr Ser Tr Russell Yield (ONEY) 0.0 $860k 7.9k 109.25
Lci Industries (LCII) 0.0 $838k 9.6k 87.43
Fidelity Covington Trust Msci Energy Idx (FENY) 0.0 $835k 33k 25.52
Listed Fd Tr Horizon Kinetics (INFL) 0.0 $831k 20k 40.65
Ishares Tr Msci Uk Etf New (EWU) 0.0 $830k 22k 37.47
Workday Cl A (WDAY) 0.0 $823k 3.5k 233.59
Teradyne (TER) 0.0 $817k 9.9k 82.61
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.0 $805k 36k 22.47
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $802k 10k 78.74
Microchip Technology (MCHP) 0.0 $798k 17k 48.45
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $797k 11k 69.81
Dover Corporation (DOV) 0.0 $796k 4.5k 178.09
Bondbloxx Etf Trust Usd High Yield B (HYSA) 0.0 $792k 53k 15.02
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $790k 9.8k 80.99
Exelon Corporation (EXC) 0.0 $788k 17k 45.73
Vanguard World Mega Cap Val Etf (MGV) 0.0 $787k 6.1k 128.90
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $786k 20k 39.69
Packaging Corporation of America (PKG) 0.0 $781k 3.9k 198.06
Global Payments (GPN) 0.0 $780k 7.9k 98.30
Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $779k 23k 33.38
Pacer Fds Tr Amercn Enrgy Ind (USAI) 0.0 $777k 19k 41.77
TPG Com Cl A (TPG) 0.0 $775k 775k 1.00
Neogenomics Com New (NEO) 0.0 $775k 82k 9.50
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $773k 9.7k 80.01
Nucor Corporation (NUE) 0.0 $769k 6.4k 120.56
Commerce Bancshares (CBSH) 0.0 $764k 12k 62.29
Waters Corporation (WAT) 0.0 $764k 2.1k 368.95
Expedia Group Com New (EXPE) 0.0 $761k 4.5k 168.10
Jones Lang LaSalle Incorporated (JLL) 0.0 $758k 3.1k 247.91
Canadian Natl Ry (CNI) 0.0 $749k 7.7k 97.49
Enbridge (ENB) 0.0 $746k 17k 44.30
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $744k 38k 19.47
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.0 $741k 40k 18.50
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $740k 27k 27.77
Cullen/Frost Bankers (CFR) 0.0 $738k 5.9k 125.21
Mettler-Toledo International (MTD) 0.0 $737k 620.00 1188.67
Equity Lifestyle Properties (ELS) 0.0 $736k 11k 66.73
Ishares Tr Core High Dv Etf (HDV) 0.0 $735k 6.1k 121.10
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $735k 27k 27.65
Trimble Navigation (TRMB) 0.0 $733k 11k 65.65
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $729k 39k 18.65
Draftkings Com Cl A (DKNG) 0.0 $727k 22k 33.77
Quanta Services (PWR) 0.0 $727k 2.8k 256.87
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $725k 35k 20.67
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $724k 11k 66.99
CONMED Corporation (CNMD) 0.0 $720k 12k 60.39
Ishares Tr Us Industrials (IYJ) 0.0 $720k 5.5k 130.18
Simon Property (SPG) 0.0 $706k 4.2k 166.15
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.0 $700k 10k 68.49
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $699k 14k 49.69
Sonoco Products Company (SON) 0.0 $699k 15k 47.24
DTE Energy Company (DTE) 0.0 $698k 5.0k 138.20
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.0 $695k 7.6k 91.90
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $694k 3.4k 205.89
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $692k 22k 31.97
Wec Energy Group (WEC) 0.0 $686k 6.3k 108.47
Clorox Company (CLX) 0.0 $683k 4.7k 146.80
Corpay Com Shs (CPAY) 0.0 $682k 1.9k 350.48
Minerals Technologies (MTX) 0.0 $681k 11k 63.57
Baxter International (BAX) 0.0 $680k 20k 34.20
Spotify Technology S A SHS (SPOT) 0.0 $676k 1.2k 550.03
Cadence Design Systems (CDNS) 0.0 $673k 2.6k 255.18
Citizens Financial (CFG) 0.0 $673k 16k 41.44
Modine Manufacturing (MOD) 0.0 $667k 8.7k 76.75
Ishares Tr Us Infrastruc (IFRA) 0.0 $664k 15k 45.07
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $660k 14k 46.67
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $660k 4.8k 136.13
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $658k 9.9k 66.42
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $655k 11k 61.55
Revolution Medicines (RVMD) 0.0 $654k 19k 35.36
Spdr Ser Tr S&p Homebuild (XHB) 0.0 $654k 6.7k 98.08
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.0 $649k 39k 16.76
GSK Sponsored Adr (GSK) 0.0 $648k 17k 38.66
Builders FirstSource (BLDR) 0.0 $646k 5.2k 124.94
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $645k 9.1k 70.66
Global X Fds Cybrscurty Etf (BUG) 0.0 $644k 20k 33.10
Discover Financial Services 0.0 $643k 3.8k 170.68
Churchill Downs (CHDN) 0.0 $642k 5.8k 111.07
Peapack-Gladstone Financial (PGC) 0.0 $639k 22k 28.99
American Electric Power Company (AEP) 0.0 $639k 5.9k 107.49
Coinbase Global Com Cl A (COIN) 0.0 $638k 3.6k 176.44
Ishares Msci Emrg Chn (EMXC) 0.0 $634k 12k 55.10
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $624k 35k 17.69
MPLX Com Unit Rep Ltd (MPLX) 0.0 $624k 12k 53.60
Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $618k 16k 39.42
Spdr Ser Tr Bloomberg Invt (FLRN) 0.0 $616k 20k 30.82
Ford Motor Company (F) 0.0 $615k 61k 10.08
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $614k 13k 47.12
John Hancock Tax-Advantage Dvd Incom (HTD) 0.0 $604k 25k 23.93
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.0 $603k 23k 25.83
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $602k 31k 19.56
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $602k 7.2k 83.52
First Industrial Realty Trust (FR) 0.0 $600k 11k 53.96
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.0 $597k 14k 43.32
Hamilton Lane Cl A (HLNE) 0.0 $593k 4.0k 148.67
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $593k 6.1k 97.78
Valley National Ban (VLY) 0.0 $592k 66k 9.02
Performance Food (PFGC) 0.0 $590k 7.5k 78.63
Unilever Spon Adr New (UL) 0.0 $590k 9.9k 59.36
Ishares Tr Global Tech Etf (IXN) 0.0 $589k 7.8k 75.74
Everus Constr Group (ECG) 0.0 $589k 16k 37.18
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $586k 9.8k 59.81
Ishares Tr Cohen Steer Reit (ICF) 0.0 $583k 9.5k 61.53
Occidental Petroleum Corporation (OXY) 0.0 $575k 12k 48.87
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $572k 8.1k 70.45
Pliant Therapeutics (PLRX) 0.0 $570k 422k 1.35
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.0 $566k 21k 26.82
Wp Carey (WPC) 0.0 $565k 8.9k 63.12
Oshkosh Corporation (OSK) 0.0 $564k 6.0k 94.10
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $564k 8.9k 63.25
Western Digital (WDC) 0.0 $563k 14k 40.43
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $563k 469.00 1200.80
Gaming & Leisure Pptys (GLPI) 0.0 $560k 11k 50.97
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $560k 15k 38.44
Kb Finl Group Sponsored Adr (KB) 0.0 $558k 10k 54.11
Freeport-mcmoran CL B (FCX) 0.0 $553k 14k 38.48
Skyworks Solutions (SWKS) 0.0 $553k 8.5k 64.72
Republic Services (RSG) 0.0 $552k 2.3k 239.43
Lineage (LINE) 0.0 $552k 9.4k 58.86
Kkr & Co (KKR) 0.0 $549k 4.7k 117.02
Trip Com Group Ads (TCOM) 0.0 $548k 8.6k 63.58
Jackson Financial Com Cl A (JXN) 0.0 $547k 6.5k 83.78
Stag Industrial (STAG) 0.0 $547k 15k 36.12
Equifax (EFX) 0.0 $545k 2.2k 243.63
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.0 $545k 12k 46.31
Deutsche Bank A G Namen Akt (DB) 0.0 $542k 23k 23.97
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.0 $541k 11k 50.64
Carrier Global Corporation (CARR) 0.0 $540k 8.5k 63.61
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $539k 11k 51.18
EQT Corporation (EQT) 0.0 $539k 10k 53.66
Alamos Gold Com Cl A (AGI) 0.0 $539k 21k 26.21
Coupang Cl A (CPNG) 0.0 $536k 24k 21.93
Tenet Healthcare Corp Com New (THC) 0.0 $536k 4.0k 134.50
Lululemon Athletica (LULU) 0.0 $534k 1.9k 287.27
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $533k 4.3k 124.63
Cummins (CMI) 0.0 $526k 1.7k 315.12
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $525k 5.5k 95.33
CSX Corporation (CSX) 0.0 $521k 18k 29.55
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $516k 12k 41.56
Dr Reddys Labs Adr (RDY) 0.0 $515k 39k 13.19
Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.0 $505k 4.4k 114.13
Ishares Tr Esg Select Scre (XJH) 0.0 $505k 13k 39.07
Premier Cl A (PINC) 0.0 $505k 26k 19.28
Cabot Corporation (CBT) 0.0 $502k 6.0k 83.61
Flex Ord (FLEX) 0.0 $501k 15k 33.90
Capital Group International SHS (CGIC) 0.0 $500k 19k 25.98
F5 Networks (FFIV) 0.0 $499k 1.9k 266.27
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $499k 35k 14.32
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.0 $492k 22k 22.05
Landstar System (LSTR) 0.0 $490k 3.3k 150.20
KAR Auction Services (KAR) 0.0 $490k 25k 19.28
MercadoLibre (MELI) 0.0 $489k 249.00 1962.06
Northrop Grumman Corporation (NOC) 0.0 $488k 959.00 509.33
Relay Therapeutics (RLAY) 0.0 $488k 186k 2.62
Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $486k 18k 27.06
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $486k 8.4k 57.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $485k 23k 21.57
Sempra Energy (SRE) 0.0 $480k 6.7k 71.20
Cheniere Energy Com New (LNG) 0.0 $479k 2.1k 230.35
Putnam Etf Trust Focused Lar Cap (PVAL) 0.0 $476k 13k 38.19
Ishares Tr Msci Gbl Sus Dev (SDG) 0.0 $472k 6.5k 72.39
Relx Sponsored Adr (RELX) 0.0 $470k 9.3k 50.42
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.0 $467k 20k 23.31
Labcorp Holdings Com Shs (LH) 0.0 $467k 2.0k 233.51
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $466k 21k 22.40
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $463k 8.4k 54.86
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.0 $462k 6.9k 67.42
Globe Life (GL) 0.0 $461k 3.5k 131.74
CRH Ord (CRH) 0.0 $460k 5.2k 87.99
Edwards Lifesciences (EW) 0.0 $459k 6.4k 72.25
Veralto Corp Com Shs (VLTO) 0.0 $459k 4.7k 97.73
Diageo Spon Adr New (DEO) 0.0 $457k 4.3k 105.16
M&T Bank Corporation (MTB) 0.0 $457k 2.5k 179.36
L3harris Technologies (LHX) 0.0 $454k 2.2k 209.84
Ishares Msci Equal Weite (EUSA) 0.0 $452k 4.8k 93.59
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $452k 5.6k 80.66
Jefferies Finl Group (JEF) 0.0 $447k 8.3k 53.57
Clearway Energy CL C (CWEN) 0.0 $444k 15k 30.27
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $441k 11k 38.85
Hca Holdings (HCA) 0.0 $441k 1.3k 345.11
First Tr Value Line Divid In SHS (FVD) 0.0 $438k 9.8k 44.64
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $437k 11k 39.60
Fmc Corp Com New (FMC) 0.0 $435k 10k 41.98
Nrg Energy Com New (NRG) 0.0 $434k 4.5k 95.91
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $430k 7.5k 57.49
Harley-Davidson (HOG) 0.0 $430k 17k 25.27
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $430k 8.5k 50.71
Halliburton Company (HAL) 0.0 $427k 17k 25.48
Berkshire Hills Ban (BBT) 0.0 $423k 16k 26.09
Ferrari Nv Ord (RACE) 0.0 $423k 991.00 427.10
Tronox Holdings SHS (TROX) 0.0 $423k 60k 7.04
Crown Castle Intl (CCI) 0.0 $421k 4.0k 104.31
Emerson Electric (EMR) 0.0 $420k 3.8k 110.84
Fidelity National Information Services (FIS) 0.0 $419k 5.6k 74.68
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $417k 5.3k 78.53
Biogen Idec (BIIB) 0.0 $416k 3.0k 137.02
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $413k 4.9k 85.16
Lancaster Colony (MZTI) 0.0 $412k 2.4k 175.00
General Motors Company (GM) 0.0 $412k 8.5k 48.45
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $411k 2.8k 146.61
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.0 $408k 18k 22.77
Gentex Corporation (GNTX) 0.0 $406k 17k 23.30
Ishares Tr Egsadvncdmsci Em (EMXF) 0.0 $404k 11k 38.24
Manpower (MAN) 0.0 $402k 7.0k 57.88
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $402k 4.3k 92.38
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $399k 16k 24.99
Infosys Sponsored Adr (INFY) 0.0 $398k 22k 18.25
Henry Schein (HSIC) 0.0 $398k 5.8k 69.14
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.0 $393k 8.6k 45.78
Pacer Fds Tr Us Small Cap Cas (CALF) 0.0 $393k 11k 37.50
Leggett & Platt (LEG) 0.0 $392k 50k 7.91
BW LPG (BWLP) 0.0 $391k 35k 11.24
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $391k 4.7k 82.94
eBay (EBAY) 0.0 $387k 5.7k 67.71
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.0 $387k 4.2k 92.53
Sphere Entertainment Cl A (SPHR) 0.0 $384k 12k 32.72
Vanguard World Consum Dis Etf (VCR) 0.0 $380k 1.2k 327.70
Midcap Financial Invstmnt Com New (MFIC) 0.0 $380k 30k 12.86
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $379k 5.2k 73.29
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.0 $379k 2.9k 129.54
Curiositystream Com Cl A (CURI) 0.0 $378k 135k 2.79
Qualys (QLYS) 0.0 $377k 3.0k 125.95
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $376k 4.1k 90.86
Ishares Tr Broad Usd High (USHY) 0.0 $373k 10k 36.86
Okta Cl A (OKTA) 0.0 $373k 3.5k 105.31
Otis Worldwide Corp (OTIS) 0.0 $373k 3.6k 103.19
AES Corporation (AES) 0.0 $373k 30k 12.45
Eversource Energy (ES) 0.0 $371k 6.0k 62.07
Global X Fds Conscious Cos (KRMA) 0.0 $364k 9.8k 37.27
Sanofi Sponsored Adr (SNY) 0.0 $363k 6.5k 55.60
Natwest Group Spons Adr (NWG) 0.0 $362k 30k 11.92
Valero Energy Corporation (VLO) 0.0 $361k 2.7k 132.07
Brunswick Corporation (BC) 0.0 $359k 6.7k 53.85
Southern Copper Corporation (SCCO) 0.0 $357k 3.8k 94.73
Smucker J M Com New (SJM) 0.0 $354k 3.0k 118.30
Verisk Analytics (VRSK) 0.0 $354k 1.2k 297.21
Zimmer Holdings (ZBH) 0.0 $353k 3.1k 113.11
United States Antimony (UAMY) 0.0 $352k 160k 2.20
Toronto Dominion Bk Ont Com New (TD) 0.0 $351k 5.9k 59.96
Vulcan Materials Company (VMC) 0.0 $351k 1.5k 235.47
Posco Holdings Sponsored Adr (PKX) 0.0 $351k 7.4k 47.53
Agilent Technologies Inc C ommon (A) 0.0 $350k 3.0k 117.78
TransDigm Group Incorporated (TDG) 0.0 $348k 251.00 1386.60
Credicorp (BAP) 0.0 $345k 1.9k 186.22
Warner Bros Discovery Com Ser A (WBD) 0.0 $343k 32k 10.80
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $342k 62k 5.50
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $334k 12k 28.15
Verint Systems (VRNT) 0.0 $334k 19k 17.85
Wisdomtree Tr Currncy Int Eq (DDWM) 0.0 $330k 9.0k 36.79
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $328k 4.4k 74.49
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $328k 9.5k 34.51
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $328k 11k 29.24
Penn National Gaming (PENN) 0.0 $323k 20k 16.40
Composecure Com Cl A (CMPO) 0.0 $322k 29k 11.19
Peak (DOC) 0.0 $320k 16k 20.25
Advansix (ASIX) 0.0 $317k 14k 22.65
Marathon Petroleum Corp (MPC) 0.0 $315k 2.2k 146.27
Welltower Inc Com reit (WELL) 0.0 $315k 2.1k 152.81
Hartford Financial Services (HIG) 0.0 $314k 2.5k 123.68
Solventum Corp Com Shs (SOLV) 0.0 $312k 4.1k 75.61
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $311k 3.0k 103.75
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.0 $310k 7.4k 42.02
Makemytrip Limited Mauritius SHS (MMYT) 0.0 $310k 3.2k 97.99
Watts Water Technologies Cl A (WTS) 0.0 $307k 1.5k 203.95
Listed Fd Tr Horizon Kinetics (NVIR) 0.0 $307k 10k 30.48
Madison Square Garden Entmt Com Cl A (MSGE) 0.0 $305k 9.3k 32.74
Entergy Corporation (ETR) 0.0 $305k 3.6k 85.01
Spdr Ser Tr Bloomberg Intl T (BWX) 0.0 $304k 14k 21.86
Main Street Capital Corporation (MAIN) 0.0 $304k 5.4k 56.56
Grab Holdings Class A Ord (GRAB) 0.0 $303k 67k 4.53
Miller Inds Inc Tenn Com New (MLR) 0.0 $299k 7.1k 42.40
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $296k 2.9k 101.22
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $295k 11k 26.46
Valvoline Inc Common (VVV) 0.0 $293k 8.4k 34.81
Federated Hermes CL B (FHI) 0.0 $292k 7.2k 40.77
Healthequity (HQY) 0.0 $289k 3.3k 88.43
Spdr Ser Tr Bloomberg Intl (IBND) 0.0 $287k 9.7k 29.49
Intercontinental Exchange (ICE) 0.0 $286k 1.7k 172.96
Onemain Holdings (OMF) 0.0 $285k 5.8k 48.88
Vaneck Etf Trust Green Bond Etf (GRNB) 0.0 $285k 12k 24.06
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.0 $282k 5.4k 51.78
Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $281k 9.6k 29.12
Hess (HES) 0.0 $280k 1.8k 159.80
Arch Cap Group Ord (ACGL) 0.0 $279k 2.9k 95.85
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $279k 1.5k 189.81
Hyatt Hotels Corp Com Cl A (H) 0.0 $278k 2.3k 122.52
Aercap Holdings Nv SHS (AER) 0.0 $277k 2.7k 102.17
Global X Fds Data Ctr & Digit (DTCR) 0.0 $277k 17k 16.27
Viavi Solutions Inc equities (VIAV) 0.0 $276k 24k 11.48
Fastenal Company (FAST) 0.0 $274k 3.5k 77.54
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $273k 2.1k 128.01
Charter Communications Inc N Cl A (CHTR) 0.0 $271k 735.00 368.85
State Street Corporation (STT) 0.0 $271k 3.0k 89.55
New Fortress Energy Com Cl A (NFE) 0.0 $271k 26k 10.27
Ingevity (NGVT) 0.0 $269k 6.8k 39.59
Mueller Industries (MLI) 0.0 $267k 3.5k 76.27
Dun & Bradstreet Hldgs 0.0 $263k 29k 8.94
Ingredion Incorporated (INGR) 0.0 $263k 1.9k 135.21
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $262k 194.00 1348.63
Pimco Etf Tr Enhancd Short (EMNT) 0.0 $261k 2.6k 98.75
Algonquin Power & Utilities equs (AQN) 0.0 $261k 51k 5.14
Microstrategy Cl A New (MSTR) 0.0 $260k 899.00 288.95
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $259k 7.0k 36.80
Ishares Tr Msci India Etf (INDA) 0.0 $257k 5.0k 51.48
Ishares Tr Msci Usa Quality (GARP) 0.0 $257k 5.0k 51.02
Fidelity Covington Trust Disruptors Etf (FDIF) 0.0 $257k 8.7k 29.59
Arm Holdings Sponsored Ads (ARM) 0.0 $255k 2.4k 108.04
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $251k 3.1k 81.69
Vontier Corporation (VNT) 0.0 $250k 7.6k 32.85
Otter Tail Corporation (OTTR) 0.0 $250k 3.1k 80.37
Twilio Cl A (TWLO) 0.0 $249k 2.5k 98.43
Ishares Tr S&p 100 Etf (OEF) 0.0 $248k 911.00 272.18
British Amern Tob Sponsored Adr (BTI) 0.0 $247k 6.0k 41.34
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $247k 2.9k 86.06
National Grid Sponsored Adr Ne (NGG) 0.0 $246k 3.8k 65.54
Associated Banc- (ASB) 0.0 $246k 11k 22.53
Centene Corporation (CNC) 0.0 $245k 4.0k 60.68
Primerica (PRI) 0.0 $244k 856.00 284.86
Affiliated Managers (AMG) 0.0 $242k 1.4k 168.32
Empire St Rlty Tr Cl A (ESRT) 0.0 $242k 31k 7.90
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $242k 4.6k 52.52
Ishares Tr U.s. Energy Etf (IYE) 0.0 $241k 4.9k 49.29
Kadant (KAI) 0.0 $241k 715.00 336.91
Purecycle Technologies (PCT) 0.0 $241k 35k 6.94
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $241k 27k 8.76
Concentra Group Holdings Par Common Stock (CON) 0.0 $240k 11k 21.70
American Centy Etf Tr Us Quality Grow (QGRO) 0.0 $240k 2.6k 93.67
Pdd Holdings Sponsored Ads (PDD) 0.0 $237k 2.0k 118.35
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.0 $236k 4.7k 50.54
Keysight Technologies (KEYS) 0.0 $236k 1.6k 149.77
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $235k 8.2k 28.66
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $235k 2.3k 102.25
Nortonlifelock (GEN) 0.0 $234k 8.8k 26.54
Apogee Enterprises (APOG) 0.0 $233k 5.0k 46.33
Bar Harbor Bankshares (BHB) 0.0 $233k 7.9k 29.50
Cohen & Steers Clsd-End Optuny Fnd (FOF) 0.0 $231k 19k 12.07
Haleon Spon Ads (HLN) 0.0 $230k 23k 10.23
Heidrick & Struggles International (HSII) 0.0 $229k 5.4k 42.83
Berry Plastics (BERY) 0.0 $228k 3.3k 69.81
Huntington Ingalls Inds (HII) 0.0 $227k 1.1k 204.22
Ftai Aviation SHS (FTAI) 0.0 $222k 2.0k 111.03
Nmi Hldgs Inc cl a (NMIH) 0.0 $222k 6.1k 36.05
Civitas Resources Com New (CIVI) 0.0 $222k 6.4k 34.89
Rockwell Automation (ROK) 0.0 $221k 853.00 258.80
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $220k 5.2k 42.06
Ventas (VTR) 0.0 $220k 3.2k 68.76
Ishares Tr MRGSTR SM CP GR (ISCG) 0.0 $219k 4.9k 45.05
Zscaler Incorporated (ZS) 0.0 $218k 1.1k 198.47
Bwx Technologies (BWXT) 0.0 $218k 2.2k 98.75
Williams-Sonoma (WSM) 0.0 $217k 1.4k 158.30
Citizens Community Ban (CZWI) 0.0 $216k 15k 14.38
Sandisk Corp (SNDK) 0.0 $215k 4.5k 47.61
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $215k 5.0k 43.30
Energy Fuels Com New (UUUU) 0.0 $214k 53k 4.01
Flexshares Tr Qualt Divd Idx (QDF) 0.0 $213k 3.1k 68.36
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $212k 19k 11.43
Ishares Tr Usd Grn Bond Etf (BGRN) 0.0 $211k 4.5k 47.36
Janus Henderson Group Ord Shs (JHG) 0.0 $209k 5.8k 36.15
Sea Sponsord Ads (SE) 0.0 $208k 1.6k 130.57
Bce Com New (BCE) 0.0 $207k 9.0k 22.96
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $205k 3.3k 61.73
Newmont Mining Corporation (NEM) 0.0 $205k 4.3k 48.06
Ishares Tr Core 60/40 Balan (AOR) 0.0 $203k 3.5k 57.58
Dbx Etf Tr Xtrackrs S&p 500 (SNPE) 0.0 $201k 4.0k 50.43
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $197k 20k 9.98
Genworth Finl Com Shs (GNW) 0.0 $190k 27k 7.09
Sabra Health Care REIT (SBRA) 0.0 $188k 11k 17.47
Vaneck Etf Trust Long Muni Etf (MLN) 0.0 $184k 11k 17.39
Viatris (VTRS) 0.0 $184k 21k 8.92
Movado (MOV) 0.0 $167k 10k 16.72
Empire St Rlty Op Unit Ltd Prt 250 (FISK) 0.0 $165k 22k 7.49
Under Armour Cl A (UAA) 0.0 $163k 26k 6.26
Terawulf (WULF) 0.0 $161k 52k 3.10
Perma-fix Environmental Svcs Com New (PESI) 0.0 $149k 21k 7.27
Chemours (CC) 0.0 $142k 11k 13.54
Iren Ordinary Shares (IREN) 0.0 $138k 20k 6.89
Nuveen Insd Dividend Advantage (NVG) 0.0 $129k 11k 12.38
Ready Cap Corp Com reit (RC) 0.0 $126k 25k 5.09
Cleveland-cliffs (CLF) 0.0 $124k 15k 8.22
NCR Corporation (VYX) 0.0 $112k 12k 9.75
(CXDO) 0.0 $107k 22k 4.87
Fingermotion (FNGR) 0.0 $107k 73k 1.47
Esperion Therapeutics (ESPR) 0.0 $74k 46k 1.59
Nextdoor Holdings Com Cl A (NXDR) 0.0 $70k 46k 1.53
Etf Opportunities Trust T Rex 2x Long Ms (MSTU) 0.0 $66k 12k 5.46
Invesco Van Kampen Senior Income Trust (VVR) 0.0 $58k 15k 3.75
Hertz Global Hldgs Com New (HTZ) 0.0 $40k 10k 3.94
Eledon Pharmaceuticals (ELDN) 0.0 $34k 10k 3.39
Bny Mellon High Yield Strate Sh Ben Int (DHF) 0.0 $33k 13k 2.55
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.0 $33k 11k 3.12
Chegg (CHGG) 0.0 $32k 50k 0.64
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $19k 21k 0.90
Babcock & Wilcox Enterpr (BW) 0.0 $17k 22k 0.79
Ciso Global Com New (CISO) 0.0 $12k 27k 0.44
Context Therapeutics (CNTX) 0.0 $9.2k 15k 0.61