Drive Wealth Management

Drive Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Drive Wealth Management

Drive Wealth Management holds 342 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 7.3 $30M 51k 588.68
Berkshire Hathaway Inc Del Cl A (BRK.A) 5.5 $23M 33.00 680920.00
Apple (AAPL) 4.1 $17M 66k 250.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.1 $17M 346k 47.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $12M 272k 44.04
NVIDIA Corporation (NVDA) 2.7 $11M 81k 134.29
Microsoft Corporation (MSFT) 2.6 $11M 25k 421.50
Vanguard Index Fds Mid Cap Etf (VO) 2.6 $11M 40k 264.13
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 2.1 $8.5M 80k 105.92
Ssga Active Etf Tr Blackstone Senr (SRLN) 2.0 $8.2M 197k 41.73
Ishares Tr Short Treas Bd (SHV) 1.9 $7.9M 71k 110.11
Ishares Tr Us Treas Bd Etf (GOVT) 1.9 $7.8M 340k 22.98
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 1.9 $7.7M 153k 50.11
Graniteshares Etf Tr 2x Long Coin Dai (CONL) 1.9 $7.6M 216k 35.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $7.4M 16k 453.28
Amazon (AMZN) 1.7 $6.8M 31k 219.39
Alphabet Cap Stk Cl A (GOOGL) 1.1 $4.5M 24k 189.30
Meta Platforms Cl A (META) 1.1 $4.5M 7.6k 585.51
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $4.4M 38k 115.22
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.0 $4.1M 51k 80.27
Tesla Motors (TSLA) 0.9 $3.7M 9.2k 403.84
Alphabet Cap Stk Cl C (GOOG) 0.8 $3.4M 18k 190.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.4M 12k 289.80
Broadcom (AVGO) 0.8 $3.2M 14k 231.84
Purecycle Technologies (PCT) 0.8 $3.2M 308k 10.25
Vaneck Etf Trust Mortgage Reit (MORT) 0.8 $3.1M 296k 10.62
Exxon Mobil Corporation (XOM) 0.8 $3.1M 29k 107.57
Accenture Plc Ireland Shs Class A (ACN) 0.7 $2.9M 8.3k 351.81
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.6 $2.6M 78k 33.38
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $2.4M 31k 78.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $2.4M 4.4k 538.77
Goldman Sachs Etf Tr Marketbeta Intl (GSID) 0.6 $2.3M 43k 54.13
JPMorgan Chase & Co. (JPM) 0.5 $2.2M 9.3k 239.70
Ishares Tr Mortge Rel Etf (REM) 0.5 $2.1M 99k 21.35
Knife River Corp Common Stock (KNF) 0.5 $2.1M 20k 101.64
Block Cl A (XYZ) 0.5 $2.0M 24k 84.99
Dimensional Etf Trust Emerging Markets (DFSE) 0.5 $2.0M 60k 33.13
Eli Lilly & Co. (LLY) 0.5 $1.9M 2.5k 772.03
Aberdeen Income Cred Strat (ACP) 0.5 $1.9M 308k 6.05
Pimco Dynamic Income SHS (PDI) 0.5 $1.9M 100k 18.55
Ishares Tr Core Div Grwth (DGRO) 0.4 $1.8M 30k 61.34
Wells Fargo & Company (WFC) 0.4 $1.8M 25k 70.24
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $1.7M 8.8k 197.85
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.7M 33k 50.13
Visa Com Cl A (V) 0.4 $1.6M 5.1k 316.04
Blackstone Long Short Cr Com Shs Bn Int (BGX) 0.4 $1.6M 127k 12.53
UnitedHealth (UNH) 0.4 $1.6M 3.1k 505.86
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $1.5M 50k 30.51
Home Depot (HD) 0.4 $1.5M 3.9k 388.96
Wal-Mart Stores (WMT) 0.4 $1.5M 17k 90.56
Fs Kkr Capital Corp (FSK) 0.4 $1.5M 69k 21.72
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.4 $1.5M 71k 20.48
Procter & Gamble Company (PG) 0.4 $1.5M 8.7k 167.65
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.4 $1.4M 25k 56.83
ConocoPhillips (COP) 0.4 $1.4M 15k 99.17
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.3 $1.4M 29k 47.89
Dimensional Etf Trust Intl High Profit (DIHP) 0.3 $1.4M 56k 25.23
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $1.4M 24k 57.92
Mastercard Incorporated Cl A (MA) 0.3 $1.3M 2.6k 526.63
Netflix (NFLX) 0.3 $1.3M 1.5k 891.38
Brookfield Real Assets Incom Shs Ben Int (RA) 0.3 $1.3M 100k 13.32
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.3 $1.3M 30k 43.58
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.3 $1.3M 32k 40.49
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.3 $1.2M 60k 20.79
Costco Wholesale Corporation (COST) 0.3 $1.2M 1.3k 916.59
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.2M 3.0k 401.56
Ncino (NCNO) 0.3 $1.2M 36k 33.58
Oracle Corporation (ORCL) 0.3 $1.2M 7.0k 166.64
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $1.1M 18k 63.75
Nutex Health (NUTX) 0.3 $1.1M 35k 31.69
Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $1.1M 14k 79.13
Abbvie (ABBV) 0.3 $1.1M 6.2k 177.70
Honeywell International (HON) 0.3 $1.1M 4.8k 225.90
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $1.1M 12k 87.90
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.0M 5.9k 178.07
Caterpillar (CAT) 0.3 $1.0M 2.9k 362.71
Qualcomm (QCOM) 0.2 $980k 6.4k 153.62
Cisco Systems (CSCO) 0.2 $969k 16k 59.20
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.2 $967k 23k 41.87
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $965k 29k 33.91
Mobileye Global Common Class A (MBLY) 0.2 $950k 48k 19.92
Starbucks Corporation (SBUX) 0.2 $930k 10k 91.25
Aligos Therapeutics Com New (ALGS) 0.2 $916k 23k 39.84
Thermo Fisher Scientific (TMO) 0.2 $910k 1.7k 520.35
Chevron Corporation (CVX) 0.2 $910k 6.3k 144.84
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $894k 18k 51.14
Fair Isaac Corporation (FICO) 0.2 $886k 445.00 1990.93
Kkr Real Estate Finance Trust (KREF) 0.2 $877k 85k 10.35
salesforce (CRM) 0.2 $849k 2.5k 334.71
Bank of America Corporation (BAC) 0.2 $839k 19k 43.95
Servicenow (NOW) 0.2 $835k 788.00 1059.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $819k 1.6k 511.18
Phillips 66 (PSX) 0.2 $815k 7.2k 113.93
Merck & Co (MRK) 0.2 $791k 7.9k 100.17
Valero Energy Corporation (VLO) 0.2 $784k 6.4k 122.59
Wisdomtree Tr Us Quality Grow (QGRW) 0.2 $772k 16k 49.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $758k 1.3k 587.21
Abbott Laboratories (ABT) 0.2 $743k 6.6k 113.10
Us Bancorp Del Com New (USB) 0.2 $729k 15k 47.98
Select Sector Spdr Tr Energy (XLE) 0.2 $728k 8.5k 85.66
Marriott Intl Cl A (MAR) 0.2 $707k 2.5k 278.99
Charles Schwab Corporation (SCHW) 0.2 $703k 9.5k 74.01
Arista Networks Com Shs (ANET) 0.2 $688k 6.2k 110.54
Adobe Systems Incorporated (ADBE) 0.2 $680k 1.5k 444.56
Intuitive Surgical Com New (ISRG) 0.2 $671k 1.3k 522.01
Coca-Cola Company (KO) 0.2 $658k 11k 62.26
Nike CL B (NKE) 0.2 $639k 8.4k 75.73
Raytheon Technologies Corp (RTX) 0.2 $633k 5.5k 115.73
Walt Disney Company (DIS) 0.2 $632k 5.7k 111.85
Wisdomtree Tr Emerging Markets (NTSE) 0.2 $624k 22k 28.69
Sofi Technologies (SOFI) 0.1 $609k 40k 15.40
Johnson & Johnson (JNJ) 0.1 $602k 4.2k 144.61
Booking Holdings (BKNG) 0.1 $595k 120.00 4959.14
McDonald's Corporation (MCD) 0.1 $587k 2.0k 289.88
Advanced Micro Devices (AMD) 0.1 $578k 4.8k 120.78
Novo-nordisk A S Adr (NVO) 0.1 $576k 6.7k 86.02
Blackrock (BLK) 0.1 $551k 538.00 1024.80
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.1 $548k 30k 18.31
Arthur J. Gallagher & Co. (AJG) 0.1 $547k 1.9k 283.80
Ishares Tr U.s. Tech Etf (IYW) 0.1 $541k 3.4k 159.53
Progressive Corporation (PGR) 0.1 $535k 2.2k 239.63
Sap Se Spon Adr (SAP) 0.1 $534k 2.2k 246.23
At&t (T) 0.1 $533k 23k 22.77
Hess (HES) 0.1 $532k 4.0k 133.00
Amphenol Corp Cl A (APH) 0.1 $531k 7.6k 69.61
Goldman Sachs (GS) 0.1 $527k 921.00 572.61
First Tr Exchange-traded Intl Dev Strngth (FICS) 0.1 $517k 15k 33.95
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.1 $517k 14k 36.07
Automatic Data Processing (ADP) 0.1 $507k 1.7k 294.32
Sprott Physical Gold Tr Unit (PHYS) 0.1 $505k 25k 20.59
Bristol Myers Squibb (BMY) 0.1 $502k 8.9k 56.56
Nutrien (NTR) 0.1 $491k 11k 45.29
Lowe's Companies (LOW) 0.1 $488k 2.0k 246.80
Ameriprise Financial (AMP) 0.1 $488k 916.00 532.20
Asml Holding N V N Y Registry Shs (ASML) 0.1 $486k 701.00 693.34
Philip Morris International (PM) 0.1 $484k 4.0k 121.67
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.1 $483k 10k 47.99
Intuit (INTU) 0.1 $478k 760.00 628.42
Wisdomtree Tr Us Multifactor (USMF) 0.1 $476k 9.6k 49.68
Ge Aerospace Com New (GE) 0.1 $472k 2.8k 167.06
Southern Copper Corporation (SCCO) 0.1 $472k 5.2k 91.13
Cipher Mining (CIFR) 0.1 $470k 101k 4.64
Freeport-mcmoran CL B (FCX) 0.1 $466k 12k 38.08
Encana Corporation (OVV) 0.1 $461k 11k 40.50
Verizon Communications (VZ) 0.1 $460k 12k 39.99
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $451k 1.1k 402.54
International Business Machines (IBM) 0.1 $449k 2.0k 219.83
TJX Companies (TJX) 0.1 $449k 3.7k 120.80
Applied Materials (AMAT) 0.1 $446k 2.7k 162.62
American Express Company (AXP) 0.1 $444k 1.5k 296.71
Fastenal Company (FAST) 0.1 $442k 6.2k 71.91
Union Pacific Corporation (UNP) 0.1 $438k 1.9k 228.01
Spdr Gold Tr Gold Shs (GLD) 0.1 $433k 1.8k 242.06
Nextera Energy (NEE) 0.1 $432k 6.0k 71.69
Travelers Companies (TRV) 0.1 $427k 1.8k 240.93
Eaton Corp SHS (ETN) 0.1 $426k 1.3k 331.94
Equinix (EQIX) 0.1 $422k 447.00 943.90
Parker-Hannifin Corporation (PH) 0.1 $415k 652.00 636.28
Consol Energy (CEIX) 0.1 $411k 3.8k 106.67
Barrick Gold Corp (GOLD) 0.1 $410k 25k 16.77
McKesson Corporation (MCK) 0.1 $409k 717.00 570.91
Valaris Cl A (VAL) 0.1 $401k 9.1k 44.24
Occidental Petroleum Corporation (OXY) 0.1 $399k 8.1k 49.49
Waste Management (WM) 0.1 $397k 2.0k 201.79
General Dynamics Corporation (GD) 0.1 $396k 1.5k 263.53
Blue Owl Cap Corp Iii Com Shs (OBDE) 0.1 $393k 26k 15.29
Iren Ordinary Shares (IREN) 0.1 $390k 40k 9.82
Viper Energy Cl A 0.1 $388k 7.9k 49.07
Micron Technology (MU) 0.1 $386k 4.6k 84.27
Raymond James Financial (RJF) 0.1 $386k 2.5k 155.31
Shell Spon Ads (SHEL) 0.1 $384k 6.1k 62.65
Motorola Solutions Com New (MSI) 0.1 $384k 828.00 463.17
Diageo Spon Adr New (DEO) 0.1 $381k 3.0k 127.14
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $380k 14k 27.89
Illinois Tool Works (ITW) 0.1 $377k 1.5k 255.10
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $374k 9.2k 40.49
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $371k 4.3k 86.88
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $368k 8.6k 42.92
Southern Company (SO) 0.1 $367k 4.5k 82.32
Chubb (CB) 0.1 $365k 1.3k 277.24
Palo Alto Networks (PANW) 0.1 $358k 2.0k 181.92
Danaher Corporation (DHR) 0.1 $357k 1.6k 229.80
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $355k 8.6k 41.27
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $355k 3.7k 96.53
Rbc Cad (RY) 0.1 $352k 2.9k 120.53
Kkr & Co (KKR) 0.1 $352k 2.4k 147.92
MetLife (MET) 0.1 $348k 4.3k 81.89
HSBC HLDGS Spon Adr New (HSBC) 0.1 $348k 7.0k 49.46
Enbridge (ENB) 0.1 $345k 8.1k 42.43
Cme (CME) 0.1 $339k 1.4k 237.95
Kla Corp Com New (KLAC) 0.1 $339k 538.00 630.16
Hilton Worldwide Holdings (HLT) 0.1 $336k 1.4k 247.07
Ubs Group SHS (UBS) 0.1 $335k 11k 30.32
Cintas Corporation (CTAS) 0.1 $335k 1.8k 182.73
Toyota Motor Corp Ads (TM) 0.1 $333k 1.7k 194.66
Ferrari Nv Ord (RACE) 0.1 $330k 776.00 425.08
Cigna Corp (CI) 0.1 $329k 1.2k 276.22
Zions Bancorporation (ZION) 0.1 $327k 6.0k 54.25
Icici Bank Adr (IBN) 0.1 $327k 11k 29.86
Canadian Natural Resources (CNQ) 0.1 $326k 11k 31.08
O'reilly Automotive (ORLY) 0.1 $326k 275.00 1185.80
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $325k 4.1k 80.19
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $324k 12k 27.32
Proshares Tr Ii Ultra Gold (UGL) 0.1 $320k 3.4k 93.48
J P Morgan Exchange Traded F Active Growth (JGRO) 0.1 $318k 3.9k 81.03
Kimberly-Clark Corporation (KMB) 0.1 $317k 2.4k 132.31
Unilever Spon Adr New (UL) 0.1 $315k 5.6k 56.70
Paypal Holdings (PYPL) 0.1 $315k 3.7k 85.35
Microstrategy Cl A New (MSTR) 0.1 $314k 1.1k 289.62
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $313k 22k 14.49
Uber Technologies (UBER) 0.1 $312k 5.2k 60.32
Marsh & McLennan Companies (MMC) 0.1 $310k 1.5k 212.39
Paccar (PCAR) 0.1 $302k 2.8k 107.04
Deere & Company (DE) 0.1 $302k 710.00 425.25
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $299k 13k 23.27
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $299k 12k 25.37
Stryker Corporation (SYK) 0.1 $297k 822.00 360.79
Analog Devices (ADI) 0.1 $294k 1.4k 212.52
AutoZone (AZO) 0.1 $291k 91.00 3202.00
Gilead Sciences (GILD) 0.1 $290k 3.1k 92.38
Copart (CPRT) 0.1 $288k 5.0k 57.39
PG&E Corporation (PCG) 0.1 $287k 14k 20.21
Old Dominion Freight Line (ODFL) 0.1 $284k 1.6k 176.39
Ishares Tr Expanded Tech (IGV) 0.1 $283k 2.8k 100.12
Cadence Design Systems (CDNS) 0.1 $279k 930.00 300.46
Take-Two Interactive Software (TTWO) 0.1 $278k 1.5k 184.02
Ishares Msci Hong Kg Etf (EWH) 0.1 $276k 17k 16.66
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.1 $276k 7.7k 35.91
Oneok (OKE) 0.1 $275k 2.7k 100.41
Check Point Software Tech Lt Ord (CHKP) 0.1 $274k 1.5k 186.70
Colgate-Palmolive Company (CL) 0.1 $274k 3.0k 90.92
Synopsys (SNPS) 0.1 $274k 564.00 484.95
AFLAC Incorporated (AFL) 0.1 $273k 2.6k 103.43
Teck Resources CL B (TECK) 0.1 $272k 6.7k 40.53
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.1 $271k 5.0k 54.15
Bank of New York Mellon Corporation (BK) 0.1 $270k 3.5k 76.83
Pfizer (PFE) 0.1 $270k 10k 26.53
Infosys Sponsored Adr (INFY) 0.1 $264k 12k 21.92
American Intl Group Com New (AIG) 0.1 $263k 3.6k 72.80
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.1 $262k 8.9k 29.42
Palantir Technologies Cl A (PLTR) 0.1 $262k 3.5k 75.63
NVR (NVR) 0.1 $262k 32.00 8178.91
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.1 $262k 10k 26.16
Marvell Technology (MRVL) 0.1 $260k 2.4k 110.45
Corpay Com Shs (CPAY) 0.1 $260k 767.00 338.42
Northrop Grumman Corporation (NOC) 0.1 $258k 551.00 469.05
Ameren Corporation (AEE) 0.1 $258k 2.9k 89.15
EOG Resources (EOG) 0.1 $257k 2.1k 122.59
Applovin Corp Com Cl A (APP) 0.1 $256k 789.00 323.95
Hartford Financial Services (HIG) 0.1 $255k 2.3k 109.94
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $254k 2.2k 114.51
Church & Dwight (CHD) 0.1 $254k 2.4k 104.71
Texas Instruments Incorporated (TXN) 0.1 $254k 1.4k 187.48
Dupont De Nemours (DD) 0.1 $251k 3.3k 76.26
Boston Scientific Corporation (BSX) 0.1 $251k 2.8k 89.30
Pepsi (PEP) 0.1 $250k 1.6k 153.84
Blackstone Group Inc Com Cl A (BX) 0.1 $249k 1.4k 172.38
Intercontinental Exchange (ICE) 0.1 $247k 1.7k 148.97
Ge Vernova (GEV) 0.1 $244k 741.00 328.98
Diamondback Energy (FANG) 0.1 $242k 1.5k 163.88
Wisdomtree Tr Mortgage Plus Bd (MTGP) 0.1 $242k 5.6k 43.20
Regeneron Pharmaceuticals (REGN) 0.1 $242k 339.00 712.33
Primo Brands Corporation Class A Com Shs (PRMB) 0.1 $241k 7.8k 30.77
Hewlett Packard Enterprise (HPE) 0.1 $238k 11k 21.48
Amgen (AMGN) 0.1 $236k 906.00 260.65
General Motors Company (GM) 0.1 $236k 4.4k 53.27
Corteva (CTVA) 0.1 $235k 4.1k 56.95
Ross Stores (ROST) 0.1 $234k 1.5k 151.31
CSX Corporation (CSX) 0.1 $234k 7.3k 32.27
Tidewater (TDW) 0.1 $233k 4.3k 54.71
PNC Financial Services (PNC) 0.1 $229k 1.2k 192.77
Cbre Group Cl A (CBRE) 0.1 $227k 1.7k 131.29
Stifel Financial (SF) 0.1 $227k 2.1k 106.09
Encompass Health Corp (EHC) 0.1 $227k 2.5k 92.36
Duke Energy Corp Com New (DUK) 0.1 $227k 2.1k 107.73
Air Products & Chemicals (APD) 0.1 $224k 773.00 290.08
Vulcan Materials Company (VMC) 0.1 $223k 866.00 257.37
Cameco Corporation (CCJ) 0.1 $223k 4.3k 51.39
United Rentals (URI) 0.1 $223k 316.00 704.74
Ishares Tr Ishares 25+ Yr T (GOVZ) 0.1 $222k 23k 9.88
Sunrun (RUN) 0.1 $222k 24k 9.25
Fortinet (FTNT) 0.1 $222k 2.3k 94.46
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $221k 2.5k 88.78
Relx Sponsored Adr (RELX) 0.1 $221k 4.9k 45.42
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.1 $220k 2.0k 110.29
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $220k 4.3k 50.57
Shopify Cl A (SHOP) 0.1 $219k 2.1k 106.30
FactSet Research Systems (FDS) 0.1 $218k 455.00 479.90
Universal Hlth Svcs CL B (UHS) 0.1 $218k 1.2k 179.38
Martin Marietta Materials (MLM) 0.1 $218k 422.00 516.62
Suncor Energy (SU) 0.1 $218k 6.1k 35.68
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $217k 2.8k 77.27
Lpl Financial Holdings (LPLA) 0.1 $216k 662.00 326.52
Vanguard World Energy Etf (VDE) 0.1 $215k 1.8k 121.34
Wintrust Financial Corporation (WTFC) 0.1 $214k 1.7k 124.68
Deutsche Bank A G Namen Akt (DB) 0.1 $214k 13k 17.05
Sony Group Corp Sponsored Adr (SONY) 0.1 $212k 10k 21.16
Dr Reddys Labs Adr (RDY) 0.1 $212k 14k 15.79
Vanguard World Inf Tech Etf (VGT) 0.1 $211k 340.00 621.68
Ecolab (ECL) 0.1 $210k 892.00 234.93
NetApp (NTAP) 0.1 $209k 1.8k 116.09
Astrazeneca Sponsored Adr (AZN) 0.1 $209k 3.2k 65.53
Nexstar Media Group Common Stock (NXST) 0.1 $209k 1.3k 157.93
Organon & Co Common Stock (OGN) 0.1 $208k 14k 14.92
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $207k 1.9k 108.63
Williams Companies (WMB) 0.1 $207k 3.8k 54.11
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $207k 2.5k 81.58
Crowdstrike Hldgs Cl A (CRWD) 0.1 $206k 601.00 342.19
Vanguard World Extended Dur (EDV) 0.1 $206k 3.0k 67.72
Kb Finl Group Sponsored Adr (KB) 0.1 $205k 3.6k 56.90
Linde SHS (LIN) 0.0 $204k 486.00 419.06
General Mills (GIS) 0.0 $204k 3.2k 63.78
Boeing Company (BA) 0.0 $203k 1.1k 176.94
Tractor Supply Company (TSCO) 0.0 $203k 3.8k 53.06
Becton, Dickinson and (BDX) 0.0 $201k 886.00 226.97
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $201k 4.1k 49.05
Nomura Hldgs Sponsored Adr (NMR) 0.0 $183k 32k 5.79
Triple Flag Precious Metals (TFPM) 0.0 $175k 12k 15.04
Ing Groep Sponsored Adr (ING) 0.0 $171k 11k 15.67
Haleon Spon Ads (HLN) 0.0 $164k 17k 9.54
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $159k 16k 10.07
Barclays Adr (BCS) 0.0 $144k 11k 13.29
Blackrock Muniyield Quality Fund II (MQT) 0.0 $138k 14k 9.86
Wipro Spon Adr 1 Sh (WIT) 0.0 $135k 38k 3.54
Hope Ban (HOPE) 0.0 $128k 10k 12.29
ardmore Shipping (ASC) 0.0 $125k 10k 12.15
Biovie Cl A 0.0 $120k 60k 2.00
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $110k 41k 2.72
Calidi Biotherapeutics Com New (CLDI) 0.0 $104k 90k 1.15
Vale S A Sponsored Ads (VALE) 0.0 $99k 11k 8.87
Lotus Technology Sponsored Adr (LOT) 0.0 $89k 25k 3.61
Mfs High Yield Mun Tr Sh Ben Int (CMU) 0.0 $85k 24k 3.52
Mfs Mun Income Tr Sh Ben Int (MFM) 0.0 $78k 15k 5.35
Mfs High Income Mun Tr Sh Ben Int (CXE) 0.0 $74k 20k 3.68
Cricut Com Cl A (CRCT) 0.0 $64k 11k 5.70
Nokia Corp Sponsored Adr (NOK) 0.0 $63k 14k 4.43
Enel Chile Sponsored Adr (ENIC) 0.0 $56k 20k 2.88
Nexalin Technology (NXL) 0.0 $55k 20k 2.76
Telefonica S A Sponsored Adr (TEF) 0.0 $45k 11k 4.05
Q32 Bio (QTTB) 0.0 $38k 11k 3.44
Reviva Pharmaceutcls Hldgs I (RVPH) 0.0 $36k 20k 1.81
Ihs Holding Ord Shs (IHS) 0.0 $33k 11k 2.92