Diversify Advisory Services

Diversify Advisory Services as of June 30, 2025

Portfolio Holdings for Diversify Advisory Services

Diversify Advisory Services holds 825 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
NVIDIA Corporation (NVDA) 7.7 $200M 1.1M 183.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.2 $161M 251k 642.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.0 $105M 181k 580.05
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 3.3 $86M 4.1M 20.96
Spdr Gold Tr Gold Shs (GLD) 2.9 $76M 246k 308.27
Microsoft Corporation (MSFT) 2.7 $70M 132k 529.24
Apple (AAPL) 2.6 $68M 296k 229.65
Amazon (AMZN) 2.3 $59M 267k 221.47
Alphabet Cap Stk Cl A (GOOGL) 1.8 $47M 233k 203.34
Meta Platforms Cl A (META) 1.7 $44M 55k 789.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $42M 72k 590.78
Broadcom (AVGO) 1.6 $42M 133k 312.83
Advanced Micro Devices (AMD) 1.4 $37M 213k 174.95
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.2 $33M 133k 244.29
World Gold Tr Spdr Gld Minis (GLDM) 1.2 $31M 470k 66.27
Palantir Technologies Cl A (PLTR) 1.1 $28M 152k 186.97
Costco Wholesale Corporation (COST) 1.0 $27M 27k 991.26
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.0 $27M 265k 100.29
Alphabet Cap Stk Cl C (GOOG) 0.9 $23M 115k 204.16
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.9 $22M 214k 104.42
Sofi Technologies (SOFI) 0.9 $22M 941k 23.65
Ishares Tr Core S&p500 Etf (IVV) 0.8 $22M 34k 645.75
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.8 $21M 386k 53.72
Affirm Hldgs Com Cl A (AFRM) 0.8 $20M 256k 76.89
Snowflake Cl A (SNOW) 0.7 $18M 96k 193.06
Palo Alto Networks (PANW) 0.7 $18M 103k 175.40
Ishares Tr Russell 2000 Etf (IWM) 0.6 $16M 72k 226.81
Ishares Tr Us Aer Def Etf (ITA) 0.6 $16M 81k 198.24
Spdr Series Trust S&p Homebuild (XHB) 0.6 $15M 138k 111.40
Ishares Tr Usd Inv Grde Etf (USIG) 0.6 $15M 282k 51.52
Super Micro Computer Com New (SMCI) 0.5 $14M 304k 46.43
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $14M 325k 41.52
UnitedHealth (UNH) 0.5 $13M 50k 261.57
Marvell Technology (MRVL) 0.5 $13M 166k 77.81
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $13M 55k 226.74
Visa Com Cl A (V) 0.5 $12M 36k 336.74
JPMorgan Chase & Co. (JPM) 0.5 $12M 41k 292.85
Talen Energy Corp (TLN) 0.5 $12M 31k 380.61
Tidal Trust I Fundstrat Granny (GRNY) 0.4 $12M 484k 23.95
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.4 $11M 238k 46.25
Johnson & Johnson (JNJ) 0.4 $11M 62k 172.78
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $10M 34k 300.10
Op Bancorp Cmn (OPBK) 0.4 $10M 750k 13.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $10M 198k 51.21
Arm Holdings Sponsored Ads (ARM) 0.4 $10M 71k 142.39
Tesla Motors (TSLA) 0.4 $10M 29k 340.84
Blackstone Group Inc Com Cl A (BX) 0.4 $9.9M 57k 173.74
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.4 $9.5M 171k 55.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $8.7M 150k 58.44
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $8.7M 73k 118.79
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $8.6M 93k 92.83
Ishares Tr Mbs Etf (MBB) 0.3 $8.6M 92k 93.61
Applovin Corp Com Cl A (APP) 0.3 $8.3M 18k 467.01
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $8.2M 26k 316.13
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $7.9M 345k 22.88
Select Sector Spdr Tr Energy (XLE) 0.3 $7.9M 93k 84.66
Ishares Tr Core Msci Intl (IDEV) 0.3 $7.8M 100k 77.86
Cisco Systems (CSCO) 0.3 $7.7M 108k 71.38
Coca-Cola Company (KO) 0.3 $7.5M 106k 70.71
Oracle Corporation (ORCL) 0.3 $7.3M 29k 253.86
Mastercard Incorporated Cl A (MA) 0.3 $6.9M 12k 574.17
Chevron Corporation (CVX) 0.3 $6.8M 44k 154.44
Spdr Series Trust Portfli High Yld (SPHY) 0.3 $6.7M 281k 23.68
Ishares Tr Core Total Usd (IUSB) 0.3 $6.6M 144k 46.16
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) 0.3 $6.5M 62k 104.94
Ishares Gold Tr Ishares New (IAU) 0.2 $6.5M 103k 63.10
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $6.5M 68k 95.39
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $6.4M 128k 49.69
Philip Morris International (PM) 0.2 $6.3M 37k 168.60
Goldman Sachs (GS) 0.2 $6.2M 8.3k 743.39
Abbvie (ABBV) 0.2 $6.1M 31k 198.64
Tempus Ai Cl A (TEM) 0.2 $6.1M 92k 66.34
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.2 $6.0M 118k 50.67
Exxon Mobil Corporation (XOM) 0.2 $5.9M 56k 106.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $5.8M 90k 63.71
Home Depot (HD) 0.2 $5.7M 15k 396.00
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.2 $5.7M 224k 25.39
Select Sector Spdr Tr Technology (XLK) 0.2 $5.6M 21k 268.21
Crowdstrike Hldgs Cl A (CRWD) 0.2 $5.6M 13k 435.80
Ishares Tr Core Msci Eafe (IEFA) 0.2 $5.5M 65k 85.21
Verizon Communications (VZ) 0.2 $5.4M 124k 43.25
Nike CL B (NKE) 0.2 $5.4M 72k 74.90
Union Pacific Corporation (UNP) 0.2 $5.3M 24k 218.80
Altria (MO) 0.2 $5.1M 78k 66.01
Intuitive Surgical Com New (ISRG) 0.2 $5.1M 11k 478.20
Netflix (NFLX) 0.2 $5.1M 4.2k 1225.27
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $5.1M 97k 52.86
Asml Holding N V N Y Registry Shs (ASML) 0.2 $5.0M 6.8k 741.83
Kyndryl Hldgs Common Stock (KD) 0.2 $5.0M 168k 29.60
Spdr Series Trust Portfolio Intrmd (SPIB) 0.2 $4.9M 147k 33.62
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $4.8M 55k 86.95
Eli Lilly & Co. (LLY) 0.2 $4.8M 7.5k 639.44
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $4.6M 87k 52.76
Bank of America Corporation (BAC) 0.2 $4.6M 97k 47.50
Qualcomm (QCOM) 0.2 $4.5M 29k 153.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $4.4M 9.3k 470.37
Zoetis Cl A (ZTS) 0.2 $4.4M 29k 149.77
Ishares Core Msci Emkt (IEMG) 0.2 $4.3M 69k 62.05
Ross Stores (ROST) 0.2 $4.2M 29k 148.00
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $4.2M 23k 187.23
Spdr Series Trust Portfolio S&p600 (SPSM) 0.2 $4.2M 94k 44.57
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $4.0M 195k 20.73
Waste Management (WM) 0.2 $4.0M 17k 232.98
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $3.9M 155k 25.45
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $3.9M 90k 43.17
Lam Research Corp Com New (LRCX) 0.1 $3.9M 37k 105.28
Abbott Laboratories (ABT) 0.1 $3.8M 29k 131.02
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $3.8M 33k 115.83
McDonald's Corporation (MCD) 0.1 $3.8M 13k 301.65
Wal-Mart Stores (WMT) 0.1 $3.7M 36k 103.62
Citigroup Com New (C) 0.1 $3.7M 39k 95.74
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $3.6M 186k 19.56
TJX Companies (TJX) 0.1 $3.6M 27k 133.39
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $3.6M 43k 83.02
Ishares Tr Core Msci Total (IXUS) 0.1 $3.5M 44k 79.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $3.5M 48k 73.48
Procter & Gamble Company (PG) 0.1 $3.5M 22k 155.09
Vanguard Index Fds Value Etf (VTV) 0.1 $3.4M 19k 179.43
Arcturus Therapeutics Hldg I (ARCT) 0.1 $3.3M 223k 14.89
Ishares Tr U S Equity Factr (LRGF) 0.1 $3.3M 49k 66.56
Fs Kkr Capital Corp (FSK) 0.1 $3.2M 183k 17.72
Celestica (CLS) 0.1 $3.2M 15k 213.46
Altshares Trust Merger Arbitrage (ARB) 0.1 $3.2M 110k 28.82
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $3.2M 23k 137.97
Adobe Systems Incorporated (ADBE) 0.1 $3.2M 9.3k 338.42
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $3.1M 31k 100.49
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $3.1M 21k 149.30
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $3.1M 134k 23.17
Amgen (AMGN) 0.1 $3.1M 11k 284.97
American Express Company (AXP) 0.1 $3.0M 10k 303.21
Corning Incorporated (GLW) 0.1 $3.0M 45k 65.75
Walt Disney Company (DIS) 0.1 $3.0M 26k 113.72
Lockheed Martin Corporation (LMT) 0.1 $2.9M 6.8k 431.59
Medtronic SHS (MDT) 0.1 $2.9M 32k 92.08
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $2.9M 41k 71.00
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $2.9M 171k 16.92
Paypal Holdings (PYPL) 0.1 $2.9M 43k 67.97
Ishares Tr Eafe Value Etf (EFV) 0.1 $2.9M 43k 66.48
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $2.9M 23k 125.38
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.8M 7.3k 387.74
Nasdaq Omx (NDAQ) 0.1 $2.8M 29k 96.13
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $2.8M 115k 24.31
salesforce (CRM) 0.1 $2.8M 12k 231.67
Sap Se Spon Adr (SAP) 0.1 $2.8M 10k 275.88
Pepsi (PEP) 0.1 $2.7M 19k 146.87
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.7M 15k 184.90
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.7M 19k 140.40
Intuit (INTU) 0.1 $2.7M 3.8k 713.41
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.7M 11k 237.86
Servicenow (NOW) 0.1 $2.6M 3.1k 853.48
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $2.6M 104k 25.13
Zscaler Incorporated (ZS) 0.1 $2.6M 9.5k 275.43
Essex Property Trust (ESS) 0.1 $2.6M 10k 253.98
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.6M 26k 99.01
Merck & Co (MRK) 0.1 $2.6M 32k 80.30
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $2.6M 18k 140.44
Vistra Energy (VST) 0.1 $2.5M 12k 209.56
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $2.5M 81k 30.69
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $2.5M 44k 57.10
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.5M 5.5k 450.27
International Business Machines (IBM) 0.1 $2.4M 10k 234.76
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $2.4M 5.8k 417.65
Okta Cl A (OKTA) 0.1 $2.4M 27k 89.33
Morgan Stanley Com New (MS) 0.1 $2.4M 16k 147.29
Airbnb Com Cl A (ABNB) 0.1 $2.4M 20k 121.61
Ferrari Nv Ord (RACE) 0.1 $2.3M 5.2k 446.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $2.3M 17k 136.63
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.3M 4.9k 463.00
Atmos Energy Corporation (ATO) 0.1 $2.3M 14k 165.72
At&t (T) 0.1 $2.3M 79k 28.48
Cintas Corporation (CTAS) 0.1 $2.2M 10k 223.32
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $2.2M 45k 49.45
Williams Companies (WMB) 0.1 $2.2M 39k 57.76
Raytheon Technologies Corp (RTX) 0.1 $2.2M 14k 155.49
Select Sector Spdr Tr Financial (XLF) 0.1 $2.2M 42k 52.46
Pfizer (PFE) 0.1 $2.2M 88k 24.65
Cme (CME) 0.1 $2.2M 7.9k 275.87
Edwards Lifesciences (EW) 0.1 $2.2M 28k 76.93
Relx Sponsored Adr (RELX) 0.1 $2.1M 45k 47.83
Arista Networks Com Shs (ANET) 0.1 $2.1M 15k 141.25
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.1 $2.1M 23k 91.56
Ishares Tr Intl Eqty Factor (INTF) 0.1 $2.1M 59k 35.16
Vanguard World Mega Cap Val Etf (MGV) 0.1 $2.1M 16k 132.40
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $2.0M 46k 44.23
Wells Fargo & Company (WFC) 0.1 $2.0M 26k 79.48
Astera Labs (ALAB) 0.1 $2.0M 11k 192.00
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $2.0M 82k 24.17
Zeta Global Holdings Corp Cl A (ZETA) 0.1 $2.0M 107k 18.53
Blackrock (BLK) 0.1 $2.0M 1.7k 1159.93
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $2.0M 17k 115.86
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.0M 17k 114.38
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $2.0M 9.8k 200.41
Southern Copper Corporation (SCCO) 0.1 $2.0M 20k 98.25
Eaton Corp SHS (ETN) 0.1 $1.9M 5.3k 363.28
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.1 $1.9M 20k 97.46
S&p Global (SPGI) 0.1 $1.9M 3.4k 559.06
ConocoPhillips (COP) 0.1 $1.9M 20k 94.59
Air Products & Chemicals (APD) 0.1 $1.9M 6.5k 289.26
Starbucks Corporation (SBUX) 0.1 $1.9M 20k 93.37
Moelis & Co Cl A (MC) 0.1 $1.9M 25k 73.60
Stryker Corporation (SYK) 0.1 $1.9M 4.9k 376.59
The Trade Desk Com Cl A (TTD) 0.1 $1.8M 34k 53.27
Synopsys (SNPS) 0.1 $1.8M 2.9k 625.80
Astrazeneca Sponsored Adr (AZN) 0.1 $1.8M 24k 75.34
Spdr Series Trust Port Mtg Bk Etf (SPMB) 0.1 $1.8M 81k 22.04
Charles Schwab Corporation (SCHW) 0.1 $1.8M 18k 98.69
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.1 $1.8M 38k 46.89
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $1.8M 41k 42.83
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $1.8M 45k 38.90
Oppfi Com Cl A (OPFI) 0.1 $1.7M 162k 10.79
Hims & Hers Health Com Cl A (HIMS) 0.1 $1.7M 36k 47.96
Wp Carey (WPC) 0.1 $1.7M 27k 65.46
Verisk Analytics (VRSK) 0.1 $1.7M 6.6k 260.00
Amcor Ord (AMCR) 0.1 $1.7M 173k 9.77
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $1.7M 17k 100.69
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $1.6M 50k 32.69
Automatic Data Processing (ADP) 0.1 $1.6M 5.5k 299.63
Epr Pptys Com Sh Ben Int (EPR) 0.1 $1.6M 31k 53.33
Emerson Electric (EMR) 0.1 $1.6M 12k 132.95
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR) 0.1 $1.6M 42k 38.78
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.6M 21k 77.28
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $1.6M 16k 97.06
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $1.6M 24k 66.01
Iron Mountain (IRM) 0.1 $1.6M 17k 92.15
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $1.6M 13k 119.02
Simon Property (SPG) 0.1 $1.6M 9.3k 169.23
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $1.6M 33k 46.95
Kla Corp Com New (KLAC) 0.1 $1.6M 1.7k 935.50
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.5M 88k 17.39
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $1.5M 29k 53.40
Rubrik Cl A (RBRK) 0.1 $1.5M 17k 88.35
Cadence Design Systems (CDNS) 0.1 $1.5M 4.3k 353.60
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $1.5M 27k 55.99
United Rentals (URI) 0.1 $1.5M 1.7k 916.76
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $1.5M 35k 42.97
Outfront Media Com New (OUT) 0.1 $1.5M 87k 17.40
Thermo Fisher Scientific (TMO) 0.1 $1.5M 3.1k 477.38
Ftai Aviation SHS (FTAI) 0.1 $1.5M 10k 142.56
EOG Resources (EOG) 0.1 $1.5M 13k 118.01
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.5M 26k 56.34
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.5M 13k 111.01
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $1.5M 6.1k 238.79
American Healthcare Reit Com Shs (AHR) 0.1 $1.5M 36k 40.54
Vanguard World Inf Tech Etf (VGT) 0.1 $1.5M 2.1k 706.20
Select Sector Spdr Tr Communication (XLC) 0.1 $1.4M 13k 110.25
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) 0.1 $1.4M 38k 37.80
Caterpillar (CAT) 0.1 $1.4M 3.4k 412.72
Sabra Health Care REIT (SBRA) 0.1 $1.4M 76k 18.63
Omega Healthcare Investors (OHI) 0.1 $1.4M 35k 40.44
IDEXX Laboratories (IDXX) 0.1 $1.4M 2.2k 652.27
Ishares Tr Nasdaq Top 30 (QTOP) 0.1 $1.4M 46k 30.18
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.4M 11k 131.19
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.4M 17k 80.40
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $1.4M 57k 24.21
Cummins (CMI) 0.1 $1.4M 3.4k 399.10
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $1.4M 23k 59.61
Comfort Systems USA (FIX) 0.1 $1.4M 1.9k 718.47
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $1.4M 29k 46.61
Boeing Company (BA) 0.1 $1.4M 5.8k 232.61
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.1 $1.4M 32k 41.70
Deere & Company (DE) 0.1 $1.4M 2.7k 505.81
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $1.4M 50k 27.01
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $1.3M 17k 80.81
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.3M 7.2k 185.50
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $1.3M 18k 73.34
Texas Instruments Incorporated (TXN) 0.1 $1.3M 6.9k 192.97
Starwood Property Trust (STWD) 0.1 $1.3M 66k 19.90
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.1 $1.3M 33k 39.52
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.1 $1.3M 38k 35.02
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $1.3M 17k 77.99
Marsh & McLennan Companies (MMC) 0.1 $1.3M 6.4k 204.40
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.0 $1.3M 1.1k 1232.00
Paychex (PAYX) 0.0 $1.3M 9.6k 134.99
Blackstone Secd Lending Common Stock (BXSL) 0.0 $1.3M 43k 30.13
Southern Company (SO) 0.0 $1.3M 14k 93.96
Capital One Financial (COF) 0.0 $1.3M 5.9k 216.72
Robinhood Mkts Com Cl A (HOOD) 0.0 $1.3M 11k 114.09
Vanguard World Mega Grwth Ind (MGK) 0.0 $1.3M 3.3k 388.42
Comcast Corp Cl A (CMCSA) 0.0 $1.3M 40k 32.10
Old Dominion Freight Line (ODFL) 0.0 $1.3M 8.5k 149.23
Ishares Tr S&p 100 Etf (OEF) 0.0 $1.3M 4.0k 319.60
Nxp Semiconductors N V (NXPI) 0.0 $1.3M 5.7k 220.04
Mondelez Intl Cl A (MDLZ) 0.0 $1.2M 20k 61.39
Host Hotels & Resorts (HST) 0.0 $1.2M 79k 15.75
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.0 $1.2M 36k 34.30
Ge Vernova (GEV) 0.0 $1.2M 1.9k 657.57
Garmin SHS (GRMN) 0.0 $1.2M 5.2k 232.95
Moody's Corporation (MCO) 0.0 $1.2M 2.3k 516.08
Prologis (PLD) 0.0 $1.2M 12k 104.81
Medpace Hldgs (MEDP) 0.0 $1.2M 2.6k 459.29
SM Energy (SM) 0.0 $1.2M 45k 26.95
Oneok (OKE) 0.0 $1.2M 16k 74.05
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.2M 13k 93.98
Proshares Tr Ultrashrt S&p500 (SDS) 0.0 $1.2M 76k 15.57
Kinetik Holdings Com New Cl A (KNTK) 0.0 $1.2M 28k 41.95
LTC Properties (LTC) 0.0 $1.2M 33k 36.03
Amphenol Corp Cl A (APH) 0.0 $1.2M 10k 111.85
Boeing Dep Conv Pfd A (BA.PA) 0.0 $1.2M 16k 73.94
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.0 $1.2M 24k 48.33
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.0 $1.1M 34k 33.40
Metropcs Communications (TMUS) 0.0 $1.1M 4.5k 252.29
Trane Technologies SHS (TT) 0.0 $1.1M 2.6k 438.94
Dxp Enterprises Com New (DXPE) 0.0 $1.1M 9.3k 122.29
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.0 $1.1M 35k 32.49
Colgate-Palmolive Company (CL) 0.0 $1.1M 13k 84.97
Linde SHS (LIN) 0.0 $1.1M 2.3k 473.20
L3harris Technologies (LHX) 0.0 $1.1M 4.1k 270.19
Rambus (RMBS) 0.0 $1.1M 14k 76.44
Booking Holdings (BKNG) 0.0 $1.1M 199.00 5454.87
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $1.1M 12k 86.28
Freeport-mcmoran CL B (FCX) 0.0 $1.1M 25k 42.15
Peak (DOC) 0.0 $1.1M 63k 17.00
MercadoLibre (MELI) 0.0 $1.1M 454.00 2350.83
Whirlpool Corporation (WHR) 0.0 $1.1M 12k 85.74
Micron Technology (MU) 0.0 $1.1M 8.2k 127.75
Exelon Corporation (EXC) 0.0 $1.0M 23k 44.61
Enbridge (ENB) 0.0 $1.0M 22k 47.32
Insulet Corporation (PODD) 0.0 $1.0M 3.4k 309.63
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $1.0M 21k 48.95
Kinder Morgan (KMI) 0.0 $1.0M 39k 26.56
Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $1.0M 14k 75.62
CSX Corporation (CSX) 0.0 $1.0M 29k 35.82
Boston Scientific Corporation (BSX) 0.0 $1.0M 9.9k 102.64
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $1.0M 51k 19.72
MetLife (MET) 0.0 $1.0M 13k 76.56
Travel Leisure Ord (TNL) 0.0 $1.0M 17k 60.49
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $1.0M 36k 28.24
Aercap Holdings Nv SHS (AER) 0.0 $1.0M 8.8k 113.77
Motorola Solutions Com New (MSI) 0.0 $998k 2.1k 471.21
Nextera Energy (NEE) 0.0 $997k 14k 71.86
Aon Shs Cl A (AON) 0.0 $995k 2.7k 363.78
Coreweave Com Cl A (CRWV) 0.0 $991k 6.7k 148.75
Broadridge Financial Solutions (BR) 0.0 $988k 3.8k 262.48
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $987k 9.0k 109.68
Wec Energy Group (WEC) 0.0 $986k 9.0k 109.43
Unilever Spon Adr New (UL) 0.0 $986k 16k 61.08
Parker-Hannifin Corporation (PH) 0.0 $983k 1.3k 752.10
CVS Caremark Corporation (CVS) 0.0 $976k 15k 65.51
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $973k 26k 37.28
American Water Works (AWK) 0.0 $964k 6.8k 142.09
Ishares Tr National Mun Etf (MUB) 0.0 $962k 9.2k 104.15
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $958k 4.7k 202.54
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $953k 4.9k 193.69
Teradyne (TER) 0.0 $947k 8.5k 111.63
Ecolab (ECL) 0.0 $940k 3.4k 276.63
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) 0.0 $938k 31k 30.52
CRH Ord (CRH) 0.0 $936k 8.4k 112.03
Kenvue (KVUE) 0.0 $929k 42k 21.90
Honeywell International (HON) 0.0 $927k 4.3k 217.01
FedEx Corporation (FDX) 0.0 $918k 4.0k 230.42
Phillips 66 (PSX) 0.0 $914k 7.6k 120.04
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $911k 34k 27.10
Select Sector Spdr Tr Indl (XLI) 0.0 $909k 6.0k 151.90
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $903k 25k 36.57
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $901k 15k 61.29
Curtiss-Wright (CW) 0.0 $898k 1.8k 501.55
Onemain Holdings (OMF) 0.0 $896k 16k 57.21
Embraer Sponsored Ads (ERJ) 0.0 $894k 15k 58.71
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $892k 18k 50.61
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $884k 3.6k 247.83
Novartis Sponsored Adr (NVS) 0.0 $880k 7.4k 119.32
Sea Sponsord Ads (SE) 0.0 $877k 5.0k 174.12
Sterling Construction Company (STRL) 0.0 $873k 2.8k 308.40
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $871k 5.6k 155.60
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $870k 3.0k 285.77
Workday Cl A (WDAY) 0.0 $868k 4.0k 214.60
Sempra Energy (SRE) 0.0 $868k 11k 82.09
Uber Technologies (UBER) 0.0 $866k 9.4k 91.73
Monolithic Power Systems (MPWR) 0.0 $854k 1.0k 840.80
Fortinet (FTNT) 0.0 $843k 11k 78.47
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $843k 9.5k 88.97
Constellation Energy (CEG) 0.0 $834k 2.5k 338.59
Agnico (AEM) 0.0 $834k 6.2k 135.38
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $833k 9.9k 84.51
NetApp (NTAP) 0.0 $826k 7.7k 107.78
Ishares Tr Esg Aware Msci (ESML) 0.0 $826k 19k 42.94
Profesionally Managed Portfo Congress Smid Gr (CSMD) 0.0 $822k 25k 32.55
Applied Materials (AMAT) 0.0 $814k 4.3k 188.44
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $814k 34k 24.24
Sony Group Corp Sponsored Adr (SONY) 0.0 $811k 30k 27.19
Spdr Series Trust Portfolio Short (SPSB) 0.0 $809k 27k 30.15
Cyberark Software SHS (CYBR) 0.0 $808k 1.9k 418.38
Ishares Tr Us Infrastruc (IFRA) 0.0 $804k 16k 51.70
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.0 $803k 20k 39.60
Occidental Petroleum Corporation (OXY) 0.0 $802k 18k 44.15
DTE Energy Company (DTE) 0.0 $798k 5.7k 139.89
Clearway Energy Cl A (CWEN.A) 0.0 $789k 29k 27.48
Sixth Street Specialty Lending (TSLX) 0.0 $787k 33k 24.20
Kinsale Cap Group (KNSL) 0.0 $781k 1.8k 437.54
Chesapeake Energy Corp (EXE) 0.0 $779k 8.1k 95.89
Penumbra (PEN) 0.0 $779k 3.1k 248.55
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.0 $778k 17k 45.78
Lincoln National Corporation (LNC) 0.0 $777k 20k 39.70
Pinterest Cl A (PINS) 0.0 $776k 22k 34.81
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $775k 27k 28.84
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $772k 51k 15.10
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $768k 17k 45.05
Dominion Resources (D) 0.0 $760k 12k 61.31
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) 0.0 $757k 22k 33.84
Cleanspark Com New (CLSK) 0.0 $752k 76k 9.92
Blackrock Etf Trust Ishares Us Thema (THRO) 0.0 $752k 20k 36.81
Bank of New York Mellon Corporation (BK) 0.0 $751k 7.3k 103.61
Wisdomtree Tr Equity Premium (WTPI) 0.0 $748k 23k 32.76
AmerisourceBergen (COR) 0.0 $748k 2.6k 289.17
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $740k 17k 43.68
American Tower Reit (AMT) 0.0 $739k 3.6k 204.60
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $739k 7.4k 100.39
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $738k 32k 23.26
Elf Beauty (ELF) 0.0 $736k 6.3k 116.75
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $736k 11k 69.78
Ishares Esg Awr Msci Em (ESGE) 0.0 $734k 18k 40.55
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $730k 2.6k 284.70
CMS Energy Corporation (CMS) 0.0 $730k 10k 72.81
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $729k 11k 67.95
On Hldg Namen Akt A (ONON) 0.0 $726k 15k 49.81
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $721k 7.7k 93.68
Cactus Cl A (WHD) 0.0 $712k 18k 39.51
Atlanta Braves Hldgs Com Ser C (BATRK) 0.0 $712k 16k 44.41
Dell Technologies CL C (DELL) 0.0 $709k 5.0k 141.64
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $706k 8.7k 80.92
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $705k 38k 18.39
Grupo Financiero Galicia Sponsored Adr (GGAL) 0.0 $704k 14k 52.20
ResMed (RMD) 0.0 $703k 2.5k 283.29
InterDigital (IDCC) 0.0 $700k 2.6k 273.66
Lowe's Companies (LOW) 0.0 $699k 2.9k 244.91
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.0 $698k 16k 43.90
Copart (CPRT) 0.0 $695k 15k 47.20
Msci (MSCI) 0.0 $692k 1.3k 550.29
Cloudflare Cl A Com (NET) 0.0 $689k 3.4k 202.36
Kkr & Co (KKR) 0.0 $687k 4.7k 147.23
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $686k 9.8k 70.05
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $685k 4.9k 140.24
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $682k 8.3k 82.63
Blackstone Mtg Tr Com Cl A (BXMT) 0.0 $673k 35k 19.00
Canadian Natl Ry (CNI) 0.0 $672k 7.2k 93.79
Agilent Technologies Inc C ommon (A) 0.0 $670k 5.7k 117.32
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $669k 6.5k 103.03
Ge Aerospace Com New (GE) 0.0 $669k 2.4k 279.63
Advanced Drain Sys Inc Del (WMS) 0.0 $666k 4.9k 136.78
Monster Beverage Corp (MNST) 0.0 $666k 10k 64.03
Vanguard Index Fds Small Cp Etf (VB) 0.0 $659k 2.7k 245.15
Blackrock Etf Trust Ishares Intl Div (BIDD) 0.0 $656k 24k 26.96
Duke Energy Corp Com New (DUK) 0.0 $656k 5.3k 124.47
Bj's Wholesale Club Holdings (BJ) 0.0 $655k 6.1k 107.89
Pentair SHS (PNR) 0.0 $653k 6.1k 106.13
Brookfield Renewable Partner Partnership Unit (BEP) 0.0 $648k 26k 24.71
Te Connectivity Ord Shs (TEL) 0.0 $644k 3.2k 204.16
Innovator Etfs Trust Us Eqty Ultra B (UDEC) 0.0 $644k 17k 37.43
Agnc Invt Corp Com reit (AGNC) 0.0 $643k 68k 9.46
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $643k 5.3k 121.35
Vertiv Holdings Com Cl A (VRT) 0.0 $641k 4.5k 143.71
Ford Motor Company (F) 0.0 $641k 57k 11.25
Fastenal Company (FAST) 0.0 $639k 13k 48.45
Nvent Electric SHS (NVT) 0.0 $639k 7.0k 91.84
Invitation Homes (INVH) 0.0 $637k 21k 30.03
Illinois Tool Works (ITW) 0.0 $635k 2.4k 260.53
Ares Capital Corporation (ARCC) 0.0 $635k 28k 22.47
Crane Company Common Stock (CR) 0.0 $633k 3.2k 197.32
Nortonlifelock (GEN) 0.0 $631k 20k 31.85
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $626k 14k 45.41
Royce Micro Capital Trust (RMT) 0.0 $623k 64k 9.73
Harmony Gold Mining Sponsored Adr (HMY) 0.0 $623k 40k 15.51
Autodesk (ADSK) 0.0 $622k 2.2k 283.03
Ubiquiti (UI) 0.0 $620k 1.3k 475.22
Bristol Myers Squibb (BMY) 0.0 $618k 13k 46.55
Federated Hermes CL B (FHI) 0.0 $617k 12k 52.18
Cbre Group Cl A (CBRE) 0.0 $617k 4.0k 156.12
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.0 $614k 18k 33.95
General Mills (GIS) 0.0 $609k 12k 49.16
XP Cl A (XP) 0.0 $603k 35k 17.43
Netease Sponsored Ads (NTES) 0.0 $603k 4.6k 130.97
Analog Devices (ADI) 0.0 $602k 2.6k 232.00
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.0 $599k 27k 22.66
Deckers Outdoor Corporation (DECK) 0.0 $599k 5.8k 103.74
Ishares Tr Us Sml Cap Eqt (SMLF) 0.0 $596k 8.4k 70.56
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $595k 7.2k 82.68
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $595k 13k 47.43
Steris Shs Usd (STE) 0.0 $589k 2.4k 243.72
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $585k 4.4k 132.91
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) 0.0 $585k 64k 9.15
Barclays Adr (BCS) 0.0 $583k 29k 20.41
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.0 $582k 22k 26.26
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.0 $578k 15k 37.76
Fair Isaac Corporation (FICO) 0.0 $575k 436.00 1318.70
Hdfc Bank Sponsored Ads (HDB) 0.0 $574k 7.8k 73.83
Ishares Tr Rus 1000 Etf (IWB) 0.0 $572k 1.6k 352.85
Jack Henry & Associates (JKHY) 0.0 $572k 3.6k 159.81
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.0 $572k 7.4k 77.69
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $571k 11k 50.54
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $570k 22k 26.41
Pool Corporation (POOL) 0.0 $567k 1.8k 312.77
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.0 $567k 12k 45.62
Vanguard Wellington Us Momentum (VFMO) 0.0 $566k 3.2k 179.00
Hamilton Lane Cl A (HLNE) 0.0 $565k 3.6k 158.68
Carlyle Group (CG) 0.0 $565k 8.7k 64.76
Williams-Sonoma (WSM) 0.0 $564k 2.7k 206.97
Spdr Series Trust Nuveen Ice High (HYMB) 0.0 $562k 23k 24.27
General Dynamics Corporation (GD) 0.0 $561k 1.8k 314.06
SEI Investments Company (SEIC) 0.0 $559k 6.4k 88.06
Dbx Etf Tr Xtrackers Shrt (SHYL) 0.0 $558k 12k 45.12
American Electric Power Company (AEP) 0.0 $557k 5.0k 111.98
Tractor Supply Company (TSCO) 0.0 $555k 9.4k 59.30
Quest Diagnostics Incorporated (DGX) 0.0 $554k 3.1k 178.67
Delta Air Lines Inc Del Com New (DAL) 0.0 $552k 9.4k 58.44
Up Fintech Hldg Sponsored Ads (TIGR) 0.0 $552k 55k 10.10
Public Storage (PSA) 0.0 $550k 2.0k 280.54
Chipotle Mexican Grill (CMG) 0.0 $549k 13k 42.83
Lennox International (LII) 0.0 $547k 926.00 590.50
Pjt Partners Com Cl A (PJT) 0.0 $546k 3.0k 182.88
Pampa Energia S A Spons Adr Lvl I (PAM) 0.0 $546k 7.2k 76.09
Spotify Technology S A SHS (SPOT) 0.0 $543k 788.00 689.47
Ptc (PTC) 0.0 $538k 2.6k 204.55
Ishares Tr Core Intl Aggr (IAGG) 0.0 $534k 11k 51.09
Ishares Tr Msci India Etf (INDA) 0.0 $530k 10k 52.47
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.0 $528k 4.5k 118.51
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $526k 9.4k 56.15
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $526k 8.4k 62.49
EQT Corporation (EQT) 0.0 $526k 10k 51.27
United Parcel Service CL B (UPS) 0.0 $526k 6.0k 87.43
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $524k 9.3k 56.16
Bwx Technologies (BWXT) 0.0 $521k 2.9k 179.52
Gra (GGG) 0.0 $520k 6.1k 85.35
Rithm Capital Corp Com New (RITM) 0.0 $516k 42k 12.31
Gilead Sciences (GILD) 0.0 $516k 4.3k 120.02
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.0 $515k 9.9k 51.80
Eagle Materials (EXP) 0.0 $514k 2.2k 233.73
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.0 $514k 12k 42.69
Marathon Petroleum Corp (MPC) 0.0 $513k 3.2k 159.12
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $511k 5.5k 92.23
Keurig Dr Pepper (KDP) 0.0 $511k 15k 34.81
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $510k 5.6k 90.69
Commerce Bancshares (CBSH) 0.0 $502k 8.2k 61.42
Transunion (TRU) 0.0 $498k 5.7k 87.90
Rbc Cad (RY) 0.0 $497k 3.7k 134.82
Sun Life Financial (SLF) 0.0 $494k 8.6k 57.60
Thomson Reuters Corp. (TRI) 0.0 $492k 2.9k 170.31
Take-Two Interactive Software (TTWO) 0.0 $492k 2.1k 232.56
Equity Lifestyle Properties (ELS) 0.0 $491k 8.2k 60.24
Infosys Sponsored Adr (INFY) 0.0 $490k 31k 16.07
Qifu Technology American Dep (QFIN) 0.0 $485k 14k 34.11
Newmont Mining Corporation (NEM) 0.0 $484k 7.0k 68.93
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $483k 2.9k 169.34
Tanger Factory Outlet Centers (SKT) 0.0 $483k 15k 32.43
Sherwin-Williams Company (SHW) 0.0 $483k 1.3k 358.05
PG&E Corporation (PCG) 0.0 $482k 31k 15.46
PNC Financial Services (PNC) 0.0 $482k 2.5k 191.21
Ascendis Pharma A/s Sponsored Adr (ASND) 0.0 $482k 2.5k 195.98
Rivian Automotive Com Cl A (RIVN) 0.0 $481k 40k 11.97
Nfj Dividend Interest (NFJ) 0.0 $480k 38k 12.62
Valmont Industries (VMI) 0.0 $480k 1.3k 379.10
Northrop Grumman Corporation (NOC) 0.0 $480k 826.00 580.70
CommVault Systems (CVLT) 0.0 $479k 2.5k 192.64
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $478k 6.7k 71.22
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.0 $476k 10k 45.76
Gold Fields Sponsored Adr (GFI) 0.0 $474k 15k 31.37
Bank Montreal Medium NT LKD 38 (FNGS) 0.0 $472k 7.1k 66.80
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $471k 9.3k 50.95
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $471k 10k 46.71
Gaming & Leisure Pptys (GLPI) 0.0 $468k 10k 45.87
Spdr Series Trust Portfli Intrmdit (SPTI) 0.0 $468k 16k 28.69
Tortoise Capital Series Trus North Amern Pipe (TPYP) 0.0 $466k 13k 35.25
Clearwater Analytics Hldgs I Cl A (CWAN) 0.0 $465k 25k 18.95
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.0 $465k 7.1k 65.47
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $463k 9.4k 49.28
FactSet Research Systems (FDS) 0.0 $462k 1.2k 370.80
Vnet Group Sponsored Ads A (VNET) 0.0 $458k 59k 7.80
Pacer Fds Tr Globl Cash Etf (GCOW) 0.0 $457k 12k 39.50
Franklin Templeton Etf Tr Intelligent Mach (IQM) 0.0 $456k 5.6k 81.41
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $453k 4.2k 107.84
Fox Corp Cl A Com (FOXA) 0.0 $453k 8.1k 56.13
Novo-nordisk A S Adr (NVO) 0.0 $449k 9.0k 49.78
Cooper Cos (COO) 0.0 $448k 6.2k 72.69
Futu Hldgs Spon Ads Cl A (FUTU) 0.0 $448k 2.7k 165.18
Church & Dwight (CHD) 0.0 $448k 4.9k 92.25
Marriott Intl Cl A (MAR) 0.0 $447k 1.7k 265.01
Norfolk Southern (NSC) 0.0 $444k 1.6k 278.16
Halozyme Therapeutics (HALO) 0.0 $444k 6.9k 64.04
Palomar Hldgs (PLMR) 0.0 $438k 3.6k 123.05
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.0 $436k 11k 40.99
MPLX Com Unit Rep Ltd (MPLX) 0.0 $435k 8.7k 49.85
Dow (DOW) 0.0 $433k 20k 21.71
Casey's General Stores (CASY) 0.0 $430k 828.00 519.56
Hercules Technology Growth Capital (HTGC) 0.0 $430k 22k 19.24
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.0 $429k 4.7k 92.01
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $429k 2.0k 210.12
Axon Enterprise (AXON) 0.0 $427k 556.00 768.04
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) 0.0 $426k 11k 39.83
Ameriprise Financial (AMP) 0.0 $420k 812.00 517.00
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $419k 26k 16.31
Hawkins (HWKN) 0.0 $416k 2.3k 184.75
Duolingo Cl A Com (DUOL) 0.0 $415k 1.3k 322.93
D.R. Horton (DHI) 0.0 $414k 2.6k 158.26
Listed Fds Tr Roundhill Magnif (MAGS) 0.0 $413k 6.8k 60.57
Lululemon Athletica (LULU) 0.0 $413k 2.1k 192.93
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.0 $411k 22k 19.08
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.0 $410k 8.3k 49.47
Ryanair Holdings Sponsored Adr (RYAAY) 0.0 $409k 6.2k 65.49
Western Union Company (WU) 0.0 $408k 49k 8.32
Ishares Tr Core High Dv Etf (HDV) 0.0 $408k 3.4k 120.38
Public Service Enterprise (PEG) 0.0 $408k 4.6k 87.83
Gentex Corporation (GNTX) 0.0 $406k 15k 27.23
Sila Realty Trust Common Stock (SILA) 0.0 $406k 16k 25.36
Blackrock Etf Trust Ii Ishares Larg Cap (IVVB) 0.0 $405k 13k 31.87
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.0 $405k 9.8k 41.21
Morningstar (MORN) 0.0 $405k 1.6k 258.24
Vanguard World Mega Cap Index (MGC) 0.0 $404k 1.7k 234.76
Natural Grocers By Vitamin C (NGVC) 0.0 $402k 9.9k 40.46
Chubb (CB) 0.0 $400k 1.5k 269.80
Ishares Tr Tips Bd Etf (TIP) 0.0 $400k 3.6k 110.16
Global X Fds Emerging Mkt Grt (EMC) 0.0 $398k 14k 29.54
Kt Corp Sponsored Adr (KT) 0.0 $398k 20k 20.10
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $393k 6.7k 58.64
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $391k 9.5k 41.08
Check Point Software Tech Lt Ord (CHKP) 0.0 $390k 2.2k 181.20
Enterprise Products Partners (EPD) 0.0 $390k 12k 31.34
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $390k 9.7k 40.04
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.0 $388k 5.1k 75.45
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.0 $387k 6.5k 59.91
Ishares Tr Core 60/40 Balan (AOR) 0.0 $385k 6.2k 62.48
Quanta Services (PWR) 0.0 $385k 984.00 391.57
Kroger (KR) 0.0 $382k 5.2k 73.55
Atlassian Corporation Cl A (TEAM) 0.0 $378k 2.4k 158.00
Nuveen Dow 30 Dynmc Overwrt SHS (DIAX) 0.0 $377k 26k 14.37
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $375k 3.5k 105.92
Allegion Ord Shs (ALLE) 0.0 $374k 2.2k 166.47
Schlumberger Com Stk (SLB) 0.0 $373k 11k 32.94
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $370k 6.6k 55.73
Choice Hotels International (CHH) 0.0 $370k 3.0k 121.64
Lincoln Electric Holdings (LECO) 0.0 $370k 1.5k 242.11
Gap (GAP) 0.0 $368k 18k 20.44
Shell Spon Ads (SHEL) 0.0 $368k 5.1k 72.25
Badger Meter (BMI) 0.0 $368k 1.9k 192.27
CoStar (CSGP) 0.0 $366k 4.1k 88.46
Prestige Brands Holdings (PBH) 0.0 $365k 5.6k 65.31
Lithia Motors (LAD) 0.0 $364k 1.2k 300.82
Ball Corporation (BALL) 0.0 $362k 6.8k 53.50
Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $360k 5.2k 69.14
Korea Elec Pwr Corp Sponsored Adr (KEP) 0.0 $360k 26k 14.08
3M Company (MMM) 0.0 $358k 2.3k 157.82
Heico Corp Cl A (HEI.A) 0.0 $355k 1.4k 246.85
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.0 $354k 7.9k 44.71
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.0 $353k 10k 34.23
Bain Cap Specialty Fin Com Stk (BCSF) 0.0 $351k 23k 15.16
Ishares Msci Emrg Chn (EMXC) 0.0 $349k 5.4k 64.75
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $347k 15k 23.11
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $341k 3.3k 103.71
Paycom Software (PAYC) 0.0 $341k 1.6k 215.23
Raymond James Financial (RJF) 0.0 $340k 2.0k 168.37
AES Corporation (AES) 0.0 $335k 26k 12.91
Aegon Amer Reg 1 Cert (AEG) 0.0 $335k 45k 7.44
Smucker J M Com New (SJM) 0.0 $333k 3.0k 111.37
Hldgs (UAL) 0.0 $333k 3.4k 98.47
D-wave Quantum (QBTS) 0.0 $332k 18k 18.51
Cdw (CDW) 0.0 $332k 2.0k 164.10
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $332k 1.6k 208.62
M&T Bank Corporation (MTB) 0.0 $332k 1.7k 191.10
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $331k 1.7k 192.73
Teledyne Technologies Incorporated (TDY) 0.0 $330k 597.00 552.30
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.0 $330k 9.4k 35.09
Intercontinental Exchange (ICE) 0.0 $329k 1.8k 182.71
Emcor (EME) 0.0 $329k 520.00 632.72
Yatsen Hldg Sponsored Ads (YSG) 0.0 $327k 35k 9.22
Nokia Corp Sponsored Adr (NOK) 0.0 $326k 79k 4.14
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.0 $324k 4.2k 77.86
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) 0.0 $322k 12k 27.17
Shore Bancshares (SHBI) 0.0 $322k 20k 15.88
Consolidated Edison (ED) 0.0 $322k 3.1k 103.69
Virtu Finl Cl A (VIRT) 0.0 $321k 7.6k 42.11
Maplebear (CART) 0.0 $321k 6.3k 50.98
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $320k 42k 7.61
Range Resources (RRC) 0.0 $317k 9.3k 34.18
Cigna Corp (CI) 0.0 $317k 1.1k 280.58
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $316k 3.8k 83.29
SPS Commerce (SPSC) 0.0 $314k 2.9k 108.48
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $313k 3.2k 97.17
W.R. Berkley Corporation (WRB) 0.0 $311k 4.4k 70.01
Alps Etf Tr Sectr Div Dogs (SDOG) 0.0 $308k 5.3k 58.21
UFP Technologies (UFPT) 0.0 $307k 1.4k 219.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $306k 3.9k 78.59
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 0.0 $303k 8.5k 35.57
Microstrategy Cl A New (MSTR) 0.0 $300k 760.00 394.37
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $300k 1.0k 286.90
Ubs Group SHS (UBS) 0.0 $298k 7.5k 39.55
Nuveen Equity Premium and Growth Fund (SPXX) 0.0 $298k 17k 18.09
Nrg Energy Com New (NRG) 0.0 $293k 1.9k 156.69
American Intl Group Com New (AIG) 0.0 $293k 3.7k 78.47
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) 0.0 $291k 9.3k 31.33
O'reilly Automotive (ORLY) 0.0 $291k 2.9k 101.89
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.0 $290k 17k 16.85
Ishares Tr Morningstr Us Eq (ILCB) 0.0 $290k 3.3k 89.17
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $289k 2.7k 106.88
Vanguard Index Fds Large Cap Etf (VV) 0.0 $287k 967.00 296.88
Western Alliance Bancorporation (WAL) 0.0 $287k 3.5k 82.70
Domino's Pizza (DPZ) 0.0 $286k 649.00 441.12
Nu Hldgs Ord Shs Cl A (NU) 0.0 $286k 23k 12.24
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $283k 1.9k 147.77
Fidelity National Information Services (FIS) 0.0 $282k 3.9k 71.76
ExlService Holdings (EXLS) 0.0 $282k 6.6k 42.54
Grayscale Ethereum Trust Etf SHS (ETHE) 0.0 $281k 7.5k 37.35
Blackrock Etf Trust Ishares A I Inno (BAI) 0.0 $281k 8.7k 32.34
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $279k 15k 18.88
Kingsoft Cloud Hldgs Ads (KC) 0.0 $279k 21k 13.38
State Street Corporation (STT) 0.0 $278k 2.5k 111.41
Constellation Brands Cl A (STZ) 0.0 $275k 1.6k 169.98
Ishares Tr Top 20 U S Stock (TOPT) 0.0 $275k 9.5k 29.06
UMB Financial Corporation (UMBF) 0.0 $274k 2.4k 114.55
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $273k 1.7k 162.34
Ishares Tr China Lg-cap Etf (FXI) 0.0 $273k 7.2k 37.94
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) 0.0 $271k 3.2k 86.06
Carpenter Technology Corporation (CRS) 0.0 $271k 1.1k 257.22
East West Ban (EWBC) 0.0 $266k 2.6k 102.16
AutoNation (AN) 0.0 $265k 1.3k 205.37
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $262k 508.00 516.02
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $262k 2.8k 94.71
Target Corporation (TGT) 0.0 $262k 2.5k 106.24
Tidal Trust Iii Rockefeller Opp (RMOP) 0.0 $261k 11k 24.24
Tenet Healthcare Corp Com New (THC) 0.0 $261k 1.5k 170.48
Apollo Global Mgmt (APO) 0.0 $260k 1.8k 144.57
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.0 $258k 3.2k 80.60
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $255k 10k 24.78
Cameco Corporation (CCJ) 0.0 $254k 3.2k 78.42
Avery Dennison Corporation (AVY) 0.0 $254k 1.5k 174.62
Rollins (ROL) 0.0 $253k 4.4k 57.88
British Amern Tob Sponsored Adr (BTI) 0.0 $253k 4.4k 57.92
Pcb Bancorp (PCB) 0.0 $252k 12k 21.83
Allstate Corporation (ALL) 0.0 $249k 1.2k 206.71
West Fraser Timb (WFG) 0.0 $248k 3.4k 72.28
Microchip Technology (MCHP) 0.0 $248k 3.8k 64.51
Epam Systems (EPAM) 0.0 $246k 1.6k 152.93
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $245k 2.5k 97.62
Technipfmc (FTI) 0.0 $243k 6.9k 35.12
Arthur J. Gallagher & Co. (AJG) 0.0 $243k 835.00 290.57
Entegris (ENTG) 0.0 $241k 3.2k 75.96
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) 0.0 $241k 2.6k 92.69
Godaddy Cl A (GDDY) 0.0 $240k 1.7k 140.41
New York Life Investments Et Nyli Merger Arbi (MNA) 0.0 $240k 6.7k 35.70
Tyler Technologies (TYL) 0.0 $240k 425.00 563.94
Sentinelone Cl A (S) 0.0 $238k 15k 16.30
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.0 $238k 9.7k 24.52
Owl Rock Capital Corporation (OBDC) 0.0 $235k 17k 14.28
Aehr Test Systems (AEHR) 0.0 $235k 12k 19.45
Amplify Etf Tr Blockchain Ldr (BLOK) 0.0 $235k 4.0k 59.00
Huntington Ingalls Inds (HII) 0.0 $235k 876.00 268.00
Coca-cola Europacific Partne SHS (CCEP) 0.0 $234k 2.5k 93.22
Us Bancorp Del Com New (USB) 0.0 $234k 5.1k 45.77
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $233k 10k 23.32
Annaly Capital Management In Com New (NLY) 0.0 $233k 11k 20.60
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.0 $232k 10k 23.19
Totalenergies Se Sponsored Ads (TTE) 0.0 $232k 3.8k 61.66
Barrick Mng Corp Com Shs (B) 0.0 $231k 9.8k 23.50
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $230k 1.5k 158.14
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $230k 2.0k 114.08
Ishares Tr Ibonds Dec 2030 (IBDV) 0.0 $227k 10k 22.00
Ishares Tr Investment Grade (IGEB) 0.0 $226k 5.0k 45.44
Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $225k 4.6k 49.33
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $224k 4.6k 48.94
Terreno Realty Corporation (TRNO) 0.0 $224k 4.1k 53.99
First Tr Exchange-traded A Com Shs (FTA) 0.0 $223k 2.8k 80.30
Progressive Corporation (PGR) 0.0 $223k 918.00 243.14
SYSCO Corporation (SYY) 0.0 $223k 2.8k 80.76
Blue Owl Technology Fin Corp Common Stock (OTF) 0.0 $222k 15k 14.42
Cheniere Energy Com New (LNG) 0.0 $221k 961.00 229.77
Watsco, Incorporated (WSO) 0.0 $221k 523.00 422.16
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $220k 9.0k 24.56
Cleveland-cliffs (CLF) 0.0 $220k 22k 9.91
Albemarle Corporation (ALB) 0.0 $219k 2.8k 77.98
Ishares Em Mkts Div Etf (DVYE) 0.0 $218k 7.3k 29.78
eBay (EBAY) 0.0 $218k 2.2k 97.07
Verisign (VRSN) 0.0 $217k 826.00 263.02
Nucor Corporation (NUE) 0.0 $216k 1.5k 141.45
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.0 $216k 9.2k 23.55
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.0 $216k 2.5k 85.28
Ishares Tr Broad Usd High (USHY) 0.0 $214k 5.7k 37.39
Ishares Silver Tr Ishares (SLV) 0.0 $213k 6.2k 34.41
McKesson Corporation (MCK) 0.0 $213k 323.00 659.03
Dimensional Etf Trust Short Duration F (DFSD) 0.0 $211k 4.4k 48.17
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $210k 4.2k 50.25
Ishares Tr Russell 3000 Etf (IWV) 0.0 $210k 576.00 365.11
Ishares Tr Morningstar Grwt (ILCG) 0.0 $210k 2.1k 101.69
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.0 $210k 4.9k 42.60
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $210k 4.2k 50.27
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.0 $210k 9.0k 23.40
Vaneck Etf Trust Long Muni Etf (MLN) 0.0 $209k 12k 16.83
Simply Good Foods (SMPL) 0.0 $209k 7.2k 29.09
Southwest Airlines (LUV) 0.0 $209k 6.8k 30.72
Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $209k 8.1k 25.65
Spdr Series Trust Portfolio Agrgte (SPAB) 0.0 $209k 8.2k 25.54
Repligen Corporation (RGEN) 0.0 $208k 1.7k 121.40
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $207k 2.2k 95.42
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $207k 3.3k 62.66
Markel Corporation (MKL) 0.0 $206k 107.00 1927.60
Xcel Energy (XEL) 0.0 $205k 2.8k 72.40
Diamondback Energy (FANG) 0.0 $204k 1.5k 138.45
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.0 $203k 2.2k 92.90
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $202k 2.3k 88.68
Clorox Company (CLX) 0.0 $202k 1.6k 122.82
Danaher Corporation (DHR) 0.0 $201k 975.00 205.64
Guidewire Software (GWRE) 0.0 $200k 964.00 207.87
Phillips Edison & Co Common Stock (PECO) 0.0 $200k 5.9k 33.77
Sfl Corporation SHS (SFL) 0.0 $179k 20k 9.18
Natwest Group Spons Adr (NWG) 0.0 $167k 11k 14.67
Purecycle Technologies (PCT) 0.0 $148k 11k 13.28
Brightspire Capital Com Cl A (BRSP) 0.0 $141k 26k 5.49
Techprecision Corp Com New (TPCS) 0.0 $140k 25k 5.58
American Airls (AAL) 0.0 $136k 11k 12.98
Amplitude Com Cl A (AMPL) 0.0 $129k 12k 11.23
(CXDO) 0.0 $125k 22k 5.74
Intellicheck Com New (IDN) 0.0 $119k 24k 5.03
DNP Select Income Fund (DNP) 0.0 $115k 12k 9.83
Inseego Corp Com New (INSG) 0.0 $110k 13k 8.65
Banco Santander Adr (SAN) 0.0 $104k 11k 9.39
Eos Energy Enterprises Com Cl A (EOSE) 0.0 $98k 16k 6.11
Global Net Lease Com New (GNL) 0.0 $93k 12k 7.50
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $92k 10k 8.92
Lithium Argentina Com Shs (LAR) 0.0 $70k 19k 3.62
Vox Rty Corp Cda F (VOXR) 0.0 $60k 18k 3.45
Medical Properties Trust (MPW) 0.0 $51k 13k 3.98
Lithium Amers Corp Com Shs (LAC) 0.0 $51k 18k 2.85
Quipt Home Medical Corporation (QIPT) 0.0 $29k 15k 1.98
Nordic American Tanker Shippin (NAT) 0.0 $29k 10k 2.84
Immunitybio (IBRX) 0.0 $27k 11k 2.47
Complete Solaria (SPWR) 0.0 $16k 11k 1.55
Senseonics Hldgs (SENS) 0.0 $11k 23k 0.47
Gold Resource Corporation (GORO) 0.0 $10k 21k 0.48
Safety Shot Com New (SHOT) 0.0 $8.5k 19k 0.45