Cypress Wealth Services

Cypress Wealth Services as of June 30, 2025

Portfolio Holdings for Cypress Wealth Services

Cypress Wealth Services holds 318 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
Apple (AAPL) 4.9 $28M 135k 205.17
Ishares Tr Core S&p500 Etf (IVV) 4.8 $27M 43k 620.91
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.3 $24M 133k 182.82
Spdr Series Trust Portfolio S&p500 (SPLG) 3.8 $21M 295k 72.69
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.5 $20M 363k 54.46
Ishares Tr Eafe Value Etf (EFV) 3.3 $19M 294k 63.48
Ishares Tr S&p 500 Grwt Etf (IVW) 2.7 $15M 137k 110.10
Ishares Tr S&p 100 Etf (OEF) 2.3 $13M 42k 304.35
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.2 $12M 518k 23.24
Ishares Tr S&p 500 Val Etf (IVE) 2.1 $12M 59k 195.42
Ishares Tr Eafe Grwth Etf (EFG) 1.8 $9.9M 89k 112.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $9.6M 16k 617.86
Vanguard World Mega Grwth Ind (MGK) 1.7 $9.6M 26k 366.17
Ishares Tr U.s. Tech Etf (IYW) 1.5 $8.3M 48k 173.27
Microsoft Corporation (MSFT) 1.5 $8.3M 17k 497.42
Ishares Tr Esg Awr Msci Usa (ESGU) 1.4 $7.9M 58k 135.30
Ishares Tr Core Total Usd (IUSB) 1.3 $7.5M 163k 46.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $7.5M 13k 568.05
Blackrock Etf Trust Ishares Us Thema (THRO) 1.2 $6.8M 190k 35.58
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $6.5M 23k 279.83
NVIDIA Corporation (NVDA) 1.2 $6.5M 41k 157.99
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $6.2M 46k 133.31
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.0 $5.7M 132k 42.74
Amazon (AMZN) 1.0 $5.5M 25k 219.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $5.5M 96k 57.01
Alphabet Cap Stk Cl A (GOOGL) 1.0 $5.5M 31k 176.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $5.3M 11k 485.77
Vanguard Index Fds Small Cp Etf (VB) 0.9 $5.2M 22k 236.98
Ishares Core Msci Emkt (IEMG) 0.9 $5.1M 85k 60.03
Costco Wholesale Corporation (COST) 0.8 $4.6M 4.6k 989.96
Ishares Tr Pfd And Incm Sec (PFF) 0.8 $4.5M 146k 30.68
Ishares Tr Mbs Etf (MBB) 0.8 $4.3M 46k 93.89
Tesla Motors (TSLA) 0.7 $4.0M 13k 317.66
Alphabet Cap Stk Cl C (GOOG) 0.7 $3.6M 21k 177.39
Meta Platforms Cl A (META) 0.6 $3.6M 4.9k 738.11
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $3.6M 44k 82.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $3.6M 6.5k 551.62
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $3.5M 43k 80.65
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.6 $3.4M 103k 32.89
Blackrock Etf Trust Ishares A I Inno (BAI) 0.6 $3.1M 108k 28.85
JPMorgan Chase & Co. (JPM) 0.5 $3.0M 11k 289.92
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $2.9M 55k 52.84
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.5 $2.8M 25k 112.47
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $2.8M 104k 26.50
Ishares Gold Tr Ishares New (IAU) 0.5 $2.7M 43k 62.36
Vanguard World Consum Stp Etf (VDC) 0.5 $2.6M 12k 219.00
Aim Etf Products Trust Allianzim Us Equ (NVBU) 0.5 $2.6M 100k 26.57
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $2.6M 26k 101.60
United Parcel Service CL B (UPS) 0.5 $2.6M 25k 100.94
Marriott Intl Cl A (MAR) 0.5 $2.5M 9.2k 273.20
Ishares Tr Select Divid Etf (DVY) 0.4 $2.5M 19k 132.81
Ishares Tr National Mun Etf (MUB) 0.4 $2.5M 24k 104.48
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.4 $2.3M 54k 42.28
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $2.2M 9.1k 240.31
Ishares Tr Rus 1000 Etf (IWB) 0.4 $2.2M 6.4k 339.57
Ishares Tr Europe Etf (IEV) 0.4 $2.0M 32k 63.25
Shopify Cl A Sub Vtg Shs (SHOP) 0.4 $2.0M 17k 115.35
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.4 $2.0M 46k 42.23
American Express Company (AXP) 0.3 $1.9M 6.1k 318.98
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $1.9M 30k 63.71
Eli Lilly & Co. (LLY) 0.3 $1.9M 2.4k 779.63
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.8M 8.7k 204.67
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.3 $1.8M 39k 46.16
Broadcom (AVGO) 0.3 $1.7M 6.3k 275.65
Exxon Mobil Corporation (XOM) 0.3 $1.7M 16k 107.80
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.7M 35k 49.03
Vanguard Index Fds Large Cap Etf (VV) 0.3 $1.7M 6.0k 285.31
Innovator Etfs Trust Equity Defined P (ZNOV) 0.3 $1.7M 64k 25.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.6M 32k 49.46
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $1.6M 32k 49.51
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.5M 16k 93.87
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.3 $1.5M 46k 31.94
Ishares Tr Esg Msci Leadr (SUSL) 0.3 $1.5M 14k 108.35
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) 0.3 $1.5M 50k 29.20
Wal-Mart Stores (WMT) 0.3 $1.4M 15k 97.78
Ishares Tr Core Intl Aggr (IAGG) 0.2 $1.4M 27k 51.09
Philip Morris International (PM) 0.2 $1.4M 7.6k 182.13
Oracle Corporation (ORCL) 0.2 $1.4M 6.3k 218.62
Chevron Corporation (CVX) 0.2 $1.4M 9.6k 143.20
Innovator Etfs Trust Emrgng Mkt July (EJUL) 0.2 $1.4M 49k 27.68
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $1.3M 14k 92.62
Wells Fargo & Company (WFC) 0.2 $1.3M 16k 80.12
Innovator Etfs Trust Equity Defined P (ZJUL) 0.2 $1.3M 46k 28.18
Goldman Sachs (GS) 0.2 $1.2M 1.7k 707.89
Visa Com Cl A (V) 0.2 $1.2M 3.4k 355.10
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 0.2 $1.2M 38k 31.59
Netflix (NFLX) 0.2 $1.2M 880.00 1339.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.1M 8.5k 135.04
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.2 $1.1M 33k 34.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.1M 3.7k 303.90
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.1M 5.1k 215.80
Sprott Physical Gold Tr Unit (PHYS) 0.2 $1.1M 42k 25.35
WestAmerica Ban (WABC) 0.2 $1.1M 22k 48.44
Sprott Physical Silver Tr Tr Unit (PSLV) 0.2 $1.1M 86k 12.24
Alps Etf Tr Sectr Div Dogs (SDOG) 0.2 $1.0M 18k 57.48
Blackrock (BLK) 0.2 $1.0M 977.00 1048.91
Johnson & Johnson (JNJ) 0.2 $1.0M 6.6k 152.76
Innovator Etfs Trust Equity Defin 1yr (ZOCT) 0.2 $1.0M 39k 25.99
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $995k 18k 55.10
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $968k 47k 20.68
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $962k 49k 19.52
Ishares Silver Tr Ishares (SLV) 0.2 $957k 29k 32.81
Ishares Tr Global Tech Etf (IXN) 0.2 $957k 10k 92.34
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $953k 16k 61.21
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $931k 47k 19.65
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.2 $926k 27k 34.21
Walt Disney Company (DIS) 0.2 $922k 7.4k 124.01
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $913k 45k 20.49
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $910k 8.1k 112.34
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.2 $902k 5.2k 174.61
Ishares Tr Core Msci Eafe (IEFA) 0.2 $876k 11k 83.48
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $875k 47k 18.70
Cisco Systems (CSCO) 0.2 $864k 13k 69.38
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.2 $845k 26k 32.04
Ishares Tr Msci Eafe Etf (EFA) 0.2 $842k 9.4k 89.39
Verizon Communications (VZ) 0.1 $837k 19k 43.27
Amgen (AMGN) 0.1 $836k 3.0k 279.24
Wheaton Precious Metals Corp (WPM) 0.1 $834k 9.3k 89.80
Ishares Msci Emrg Chn (EMXC) 0.1 $820k 13k 63.14
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $815k 1.8k 440.74
salesforce (CRM) 0.1 $810k 3.0k 272.69
Innovator Etfs Trust Equity Jan 20227 (TJAN) 0.1 $806k 31k 26.35
Aim Etf Products Trust Allianzim Us Eqt (OCTU) 0.1 $799k 30k 26.27
Charles Schwab Corporation (SCHW) 0.1 $785k 8.6k 91.24
Texas Instruments Incorporated (TXN) 0.1 $784k 3.8k 207.61
Coca-Cola Company (KO) 0.1 $735k 10k 70.75
Arista Networks Com Shs (ANET) 0.1 $735k 7.2k 102.31
Booking Holdings (BKNG) 0.1 $696k 120.00 5798.49
Innovator Etfs Trust Equity Defined P (ZAPR) 0.1 $695k 28k 25.05
Ishares Emng Mkts Eqt (EMGF) 0.1 $694k 13k 52.07
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.1 $692k 67k 10.37
Comcast Corp Cl A (CMCSA) 0.1 $677k 19k 35.69
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $671k 7.9k 84.83
Innovator Etfs Trust Equity Defined P (ZAUG) 0.1 $667k 26k 25.76
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $657k 14k 48.24
Starbucks Corporation (SBUX) 0.1 $652k 7.1k 91.64
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $647k 8.1k 79.50
Vanguard Index Fds Value Etf (VTV) 0.1 $641k 3.6k 176.74
Enbridge (ENB) 0.1 $638k 14k 45.32
Mastercard Incorporated Cl A (MA) 0.1 $636k 1.1k 561.70
Innovator Etfs Trust Intl Developed (IAUG) 0.1 $634k 23k 27.52
Entergy Corporation (ETR) 0.1 $628k 7.6k 83.12
Vanguard World Energy Etf (VDE) 0.1 $627k 5.3k 119.13
Cheniere Energy Com New (LNG) 0.1 $626k 2.6k 243.55
Ford Motor Company (F) 0.1 $622k 57k 10.85
Becton, Dickinson and (BDX) 0.1 $619k 3.6k 172.27
Ishares Tr Msci Usa Value (VLUE) 0.1 $615k 5.4k 113.21
Medtronic SHS (MDT) 0.1 $610k 7.0k 87.17
Home Depot (HD) 0.1 $607k 1.7k 366.63
Ishares Tr Large Cap Max Bu (MAXJ) 0.1 $600k 22k 27.51
American Tower Reit (AMT) 0.1 $593k 2.7k 221.06
Aim Etf Products Trust Us Lagcp B20 May (MAYW) 0.1 $589k 18k 32.16
Vanguard Index Fds Growth Etf (VUG) 0.1 $588k 1.3k 438.47
Alamos Gold Com Cl A (AGI) 0.1 $588k 22k 26.56
Blackrock Calif Mun Income T Sh Ben Int (BFZ) 0.1 $586k 54k 10.81
Duke Energy Corp Com New (DUK) 0.1 $586k 5.0k 118.00
Thermo Fisher Scientific (TMO) 0.1 $574k 1.4k 405.52
TJX Companies (TJX) 0.1 $553k 4.5k 123.49
Lamar Advertising Cl A (LAMR) 0.1 $553k 4.6k 121.36
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $547k 7.1k 77.34
International Business Machines (IBM) 0.1 $547k 1.9k 294.73
Innovator Etfs Trust Equity Defined P (ZSEP) 0.1 $544k 21k 25.89
Deere & Company (DE) 0.1 $542k 1.1k 508.70
Ishares Tr Us Infrastruc (IFRA) 0.1 $539k 11k 49.19
Eaton Vance Calif Mun Incom Sh Ben Int (CEV) 0.1 $531k 55k 9.68
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $529k 13k 42.36
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $521k 2.3k 226.49
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $519k 1.2k 424.73
Air Products & Chemicals (APD) 0.1 $518k 1.8k 282.04
Abbvie (ABBV) 0.1 $513k 2.8k 185.59
Palantir Technologies Cl A (PLTR) 0.1 $506k 3.7k 136.32
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $499k 22k 22.98
UnitedHealth (UNH) 0.1 $492k 1.6k 311.98
Ishares Tr Gnma Bond Etf (GNMA) 0.1 $487k 11k 43.95
Procter & Gamble Company (PG) 0.1 $482k 3.0k 159.33
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) 0.1 $478k 14k 33.36
Lowe's Companies (LOW) 0.1 $477k 2.1k 221.88
Honeywell International (HON) 0.1 $476k 2.0k 232.92
Spdr Gold Tr Gold Shs (GLD) 0.1 $474k 1.6k 304.83
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $465k 6.9k 67.27
Rivernorth Opportunistic Mun (RMI) 0.1 $463k 33k 14.25
Cava Group Ord (CAVA) 0.1 $457k 5.4k 84.23
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $451k 13k 34.57
Kkr & Co (KKR) 0.1 $451k 3.4k 133.05
Bank of America Corporation (BAC) 0.1 $448k 9.5k 47.32
Pfizer (PFE) 0.1 $447k 18k 24.24
Omni (OMC) 0.1 $446k 6.2k 71.94
GSK Sponsored Adr (GSK) 0.1 $445k 12k 38.40
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $435k 1.8k 238.70
Waste Management (WM) 0.1 $434k 1.9k 228.83
At&t (T) 0.1 $422k 15k 28.94
Fiserv (FI) 0.1 $406k 2.4k 172.41
Ares Capital Corporation (ARCC) 0.1 $404k 18k 21.96
Applied Materials (AMAT) 0.1 $402k 2.2k 183.10
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.1 $395k 6.2k 64.29
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $386k 91k 4.25
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $385k 9.7k 39.76
Franco-Nevada Corporation (FNV) 0.1 $380k 2.3k 163.92
Ishares Tr Core High Dv Etf (HDV) 0.1 $377k 3.2k 117.17
Ishares Tr Gov/cred Bd Etf (GBF) 0.1 $374k 3.6k 104.45
Ball Corporation (BALL) 0.1 $372k 6.6k 56.09
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $370k 3.6k 102.91
Truist Financial Corp equities (TFC) 0.1 $363k 8.4k 42.99
Anthem (ELV) 0.1 $362k 931.00 389.15
Accenture Plc Ireland Shs Class A (ACN) 0.1 $361k 1.2k 298.95
Aim Etf Products Trust Us Larcp B20 Mar (MARW) 0.1 $360k 11k 32.53
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $354k 8.9k 40.01
Innovator Etfs Trust Growth 100 Pwr B (NNOV) 0.1 $351k 13k 27.37
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $350k 3.5k 99.20
Raytheon Technologies Corp (RTX) 0.1 $345k 2.4k 146.02
Innovator Etfs Trust Equity Defined (AAPR) 0.1 $341k 13k 27.27
Crowdstrike Hldgs Cl A (CRWD) 0.1 $339k 666.00 509.31
First Tr Exchange-traded A Com Shs (FTC) 0.1 $339k 2.2k 150.97
Agnico (AEM) 0.1 $338k 2.8k 118.94
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $335k 13k 25.42
Genuine Parts Company (GPC) 0.1 $334k 2.8k 121.30
Viper Energy Cl A 0.1 $332k 8.7k 38.13
Innovator Etfs Trust Equity Def Protn (ZFEB) 0.1 $331k 14k 24.38
McDonald's Corporation (MCD) 0.1 $328k 1.1k 292.21
Abbott Laboratories (ABT) 0.1 $322k 2.4k 136.02
Aim Etf Products Trust Allianzim Us Equ (DECU) 0.1 $322k 13k 25.47
Chipotle Mexican Grill (CMG) 0.1 $320k 5.7k 56.15
Innovator Etfs Trust Equity Defined P (AJUL) 0.1 $317k 11k 27.91
Wec Energy Group (WEC) 0.1 $312k 3.0k 104.19
Huntington Ingalls Inds (HII) 0.1 $311k 1.3k 241.50
Merck & Co (MRK) 0.1 $311k 3.9k 79.16
Pepsi (PEP) 0.1 $309k 2.3k 132.02
McKesson Corporation (MCK) 0.1 $305k 417.00 732.08
Ishares Tr Msci Usa Sze Ft (SIZE) 0.1 $303k 2.0k 154.52
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $303k 3.4k 88.25
Automatic Data Processing (ADP) 0.1 $303k 981.00 308.33
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $299k 2.6k 116.15
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $298k 5.5k 53.93
Bloom Energy Corp Com Cl A (BE) 0.1 $297k 12k 23.92
Altria (MO) 0.1 $296k 5.0k 58.63
Boston Scientific Corporation (BSX) 0.1 $296k 2.8k 107.41
Blackstone Group Inc Com Cl A (BX) 0.1 $295k 2.0k 149.60
SYSCO Corporation (SYY) 0.1 $294k 3.9k 75.74
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $293k 6.0k 48.86
Ea Series Trust Strive 500 Etf (STRV) 0.1 $292k 7.3k 40.06
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.1 $292k 4.9k 59.73
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) 0.1 $289k 9.5k 30.50
General Dynamics Corporation (GD) 0.1 $287k 984.00 291.62
Ishares Esg Awr Msci Em (ESGE) 0.1 $286k 7.3k 39.17
Black Stone Minerals Com Unit (BSM) 0.1 $280k 21k 13.08
ConocoPhillips (COP) 0.1 $280k 3.1k 89.73
Autodesk (ADSK) 0.1 $280k 903.00 309.57
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $275k 485.00 566.48
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $273k 1.2k 227.17
Freeport-mcmoran CL B (FCX) 0.0 $270k 6.2k 43.35
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.0 $270k 6.7k 40.46
Rb Global (RBA) 0.0 $269k 2.5k 106.19
Qualcomm (QCOM) 0.0 $266k 1.7k 159.28
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $266k 11k 23.83
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.0 $265k 7.1k 37.29
Iqvia Holdings (IQV) 0.0 $263k 1.7k 157.59
Coinbase Global Com Cl A (COIN) 0.0 $261k 745.00 350.49
Morgan Stanley Com New (MS) 0.0 $261k 1.9k 140.85
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $259k 3.3k 77.50
Aim Etf Products Trust Us Larcp B10 Mar (MART) 0.0 $259k 7.2k 35.91
Ge Aerospace Com New (GE) 0.0 $258k 1.0k 257.36
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJA) 0.0 $257k 12k 20.64
Novartis Sponsored Adr (NVS) 0.0 $257k 2.1k 121.01
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $252k 1.9k 135.73
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $251k 3.3k 75.58
CarMax (KMX) 0.0 $246k 3.7k 67.21
Fidelity National Information Services (FIS) 0.0 $246k 3.0k 81.42
Ishares Tr Conv Bd Etf (ICVT) 0.0 $245k 2.7k 90.10
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $242k 3.9k 62.02
Sempra Energy (SRE) 0.0 $242k 3.2k 75.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $241k 11k 22.10
Unilever Spon Adr New (UL) 0.0 $240k 3.9k 61.17
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.0 $236k 4.5k 52.41
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $233k 6.1k 37.96
Innovator Etfs Trust Equity Def Pro 2 (AOCT) 0.0 $233k 9.1k 25.71
Micron Technology (MU) 0.0 $231k 1.9k 123.22
Fortuna Mng Corp Com New (FSM) 0.0 $231k 35k 6.54
First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $229k 1.5k 157.36
Martin Marietta Materials (MLM) 0.0 $229k 417.00 549.06
L3harris Technologies (LHX) 0.0 $228k 910.00 250.80
Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $228k 9.4k 24.25
Check Point Software Tech Lt Ord (CHKP) 0.0 $227k 1.0k 221.25
Progressive Corporation (PGR) 0.0 $226k 846.00 266.89
Illinois Tool Works (ITW) 0.0 $225k 912.00 247.17
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.0 $224k 5.1k 43.76
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $223k 2.7k 81.65
Adobe Systems Incorporated (ADBE) 0.0 $221k 571.00 386.88
Public Service Enterprise (PEG) 0.0 $218k 2.6k 84.18
Eaton Corp SHS (ETN) 0.0 $217k 607.00 356.99
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $216k 1.6k 138.68
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $215k 8.9k 24.27
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.0 $215k 2.7k 79.43
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $215k 2.0k 109.29
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $215k 2.4k 90.89
Novo-nordisk A S Adr (NVO) 0.0 $214k 3.1k 69.02
Edison International (EIX) 0.0 $211k 4.1k 51.60
Eversource Energy (ES) 0.0 $211k 3.3k 63.63
eBay (EBAY) 0.0 $207k 2.8k 74.46
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.0 $207k 4.3k 47.97
Nucor Corporation (NUE) 0.0 $207k 1.6k 129.53
Aim Etf Products Trust Allianzim Us Equ (SEPU) 0.0 $207k 7.7k 26.73
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $205k 8.4k 24.44
Texas Roadhouse (TXRH) 0.0 $205k 1.1k 187.41
Antero Res (AR) 0.0 $203k 5.0k 40.28
Vanguard World Health Car Etf (VHT) 0.0 $201k 809.00 248.33
First Majestic Silver Corp (AG) 0.0 $198k 24k 8.27
BioCryst Pharmaceuticals (BCRX) 0.0 $179k 20k 8.96
Sweetgreen Com Cl A (SG) 0.0 $179k 12k 14.88
Silvercorp Metals (SVM) 0.0 $144k 34k 4.22
Cleveland-cliffs (CLF) 0.0 $118k 16k 7.60
International Tower Hill Mines (THM) 0.0 $111k 130k 0.86
Novagold Res Com New (NG) 0.0 $83k 20k 4.09
Bitfarms (BITF) 0.0 $63k 75k 0.84
Niocorp Devs Com New (NB) 0.0 $35k 15k 2.33
Lucid Group 0.0 $32k 15k 2.11
Trilogy Metals (TMQ) 0.0 $27k 20k 1.35
Plug Power Com New (PLUG) 0.0 $16k 11k 1.49
American Res Corp Cl A (AREC) 0.0 $11k 14k 0.83