Dynamic Wealth Strategies

Dynamic Wealth Strategies as of March 31, 2026

Portfolio Holdings for Dynamic Wealth Strategies

Dynamic Wealth Strategies holds 288 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Bond Market Etf Etf (BND) 9.6 $17M 226k 73.64
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 7.0 $12M 121k 100.66
Ishares Expanded Tech Sector Etf Etf (IGM) 7.0 $12M 102k 118.51
Vanguard Value Etf Etf (VTV) 6.7 $12M 59k 196.20
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 5.7 $9.8M 209k 46.95
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 5.2 $9.0M 150k 59.55
Invesco S&p 500 Quality Etf Etf (SPHQ) 4.1 $7.1M 94k 75.19
Vanguard Ftse Developed Markets Etf Etf (VEA) 3.5 $6.1M 95k 64.08
Ishares Msci Eafe Etf Etf (EFA) 3.3 $5.8M 59k 97.13
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 3.0 $5.2M 53k 97.91
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 2.7 $4.7M 60k 78.66
Ishares Msci Eafe Value Etf Etf (EFV) 2.2 $3.7M 50k 74.35
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC) 2.0 $3.5M 28k 125.13
Ishares Msci Japan Etf Etf (EWJ) 2.0 $3.4M 40k 84.44
Vaneck Gold Miners Etf Etf (GDX) 1.8 $3.2M 35k 91.77
State Street Financial Select Sector Spdr Etf Etf (XLF) 1.6 $2.7M 54k 49.37
State Street Communication Services Select Sector Spdr Etf Etf (XLC) 1.5 $2.6M 23k 110.86
Ishares Expanded Tech-software Sector Etf Etf (IGV) 1.4 $2.4M 31k 80.05
Vanguard Mid-cap Etf Etf (VO) 1.3 $2.2M 7.7k 287.18
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 1.2 $2.1M 22k 95.44
Global X Copper Miners Etf Etf (COPX) 1.2 $2.1M 27k 76.35
Ishares 20 Year Treasury Bond Etf Etf (TLT) 1.1 $2.0M 23k 86.69
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 1.1 $1.9M 58k 33.54
Ishares U.s. Smallcap Equity Factor Etf Etf (SMLF) 1.0 $1.7M 22k 75.49
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 1.0 $1.7M 56k 30.07
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.9 $1.5M 11k 146.61
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA) 0.8 $1.4M 29k 47.59
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.8 $1.3M 25k 54.05
Ishares Msci Germany Etf Etf (EWG) 0.7 $1.2M 30k 39.67
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.7 $1.2M 8.7k 132.90
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.6 $1.1M 10k 106.50
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.6 $1.1M 3.8k 287.56
Ishares Msci United Kingdom Etf Etf (EWU) 0.5 $871k 19k 45.56
Apple Stock (AAPL) 0.4 $766k 3.0k 253.79
Nvidia Corporation Stock (NVDA) 0.4 $712k 4.1k 174.40
Microsoft Corp Stock (MSFT) 0.4 $674k 1.8k 370.17
Vanguard Short-term Treasury Etf Etf (VGSH) 0.4 $656k 11k 58.54
Jpmorgan Chase & Co Stock (JPM) 0.4 $642k 2.2k 294.16
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.3 $560k 12k 45.89
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.3 $553k 8.4k 65.69
Spdr Gold Shares Etf (GLD) 0.3 $524k 1.2k 430.29
Amazon Stock (AMZN) 0.3 $512k 2.5k 208.27
Broadcom Stock (AVGO) 0.3 $498k 1.6k 309.51
Costco Wholesale Corporation Stock (COST) 0.3 $494k 496.00 996.43
Gilead Sciences Stock (GILD) 0.3 $484k 3.5k 139.37
Ishares Preferred & Income Securities Etf Etf (PFF) 0.3 $476k 16k 30.32
Exxon Mobil Corp Stock (XOM) 0.2 $432k 2.5k 169.66
Franklin Ftse United Kingdom Etf Etf (FLGB) 0.2 $430k 12k 34.76
Eli Lilly & Co Stock (LLY) 0.2 $425k 462.00 919.77
Lockheed Martin Corp Stock (LMT) 0.2 $421k 697.00 604.39
Chevron Corporation Stock (CVX) 0.2 $403k 1.9k 206.90
Lam Research Corp Stock (LRCX) 0.2 $394k 1.8k 213.66
Analog Devices Stock (ADI) 0.2 $393k 1.2k 318.14
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.2 $392k 3.6k 108.98
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.2 $374k 4.5k 82.75
Walmart Stock (WMT) 0.2 $363k 2.9k 124.28
Ishares National Muni Bond Etf Etf (MUB) 0.2 $360k 3.4k 106.15
Vanguard Growth Etf Etf (VUG) 0.2 $353k 808.00 436.79
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $349k 7.3k 48.05
Johnson & Johnson Stock (JNJ) 0.2 $347k 1.4k 244.44
Meta Platforms Inc Cl A Stock (META) 0.2 $323k 564.00 572.13
Honeywell Intl Stock (HON) 0.2 $306k 1.4k 226.03
Travelers Companies Stock (TRV) 0.2 $303k 1.0k 291.68
State Street Spdr S&p Biotech Etf Etf (XBI) 0.2 $281k 2.2k 127.73
Kla Corp Stock (KLAC) 0.2 $274k 186.00 1472.41
Thermo Fisher Scientific Stock (TMO) 0.2 $273k 556.00 491.53
Cme Group Stock (CME) 0.2 $261k 883.00 295.35
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.1 $259k 1.6k 161.73
Visa Inc Com Cl A Stock (V) 0.1 $259k 856.00 302.24
Servicenow Stock (NOW) 0.1 $254k 2.4k 104.55
Salesforce Stock (CRM) 0.1 $248k 1.3k 186.67
Capital One Finl Corp Stock (COF) 0.1 $244k 1.3k 182.43
Borgwarner Stock (BWA) 0.1 $240k 4.4k 54.26
Jacobs Solutions Stock (J) 0.1 $238k 1.9k 127.28
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $233k 1.1k 218.75
Home Depot Stock (HD) 0.1 $224k 680.00 328.89
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.1 $221k 2.7k 81.98
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $217k 452.00 479.20
T-mobile Us Stock (TMUS) 0.1 $199k 948.00 210.03
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.1 $197k 4.4k 44.85
Vanguard Real Estate Etf Etf (VNQ) 0.1 $197k 2.2k 88.70
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $193k 897.00 215.06
Fortinet Stock (FTNT) 0.1 $190k 2.3k 81.72
Procter & Gamble Stock (PG) 0.1 $181k 1.3k 144.44
Coca Cola Stock (KO) 0.1 $175k 2.3k 76.05
Labcorp Holdings Stock (LH) 0.1 $175k 656.00 266.81
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.1 $175k 2.8k 61.26
Abbvie Stock (ABBV) 0.1 $173k 796.00 217.49
Texas Instrs Stock (TXN) 0.1 $171k 883.00 194.14
Blackrock Stock (BLK) 0.1 $171k 178.00 961.71
Ishares Russell 2000 Etf Etf (IWM) 0.1 $168k 679.00 248.00
Nextera Energy Stock (NEE) 0.1 $163k 1.8k 92.88
Avalonbay Cmntys Reit (AVB) 0.1 $162k 993.00 163.35
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.1 $160k 3.5k 45.47
Adobe Stock (ADBE) 0.1 $160k 657.00 243.08
Arista Networks Stock (ANET) 0.1 $156k 1.3k 122.78
Ppl Corp Stock (PPL) 0.1 $154k 4.0k 38.20
Schwab Charles Corp Stock (SCHW) 0.1 $153k 1.6k 93.98
Merck & Co Stock (MRK) 0.1 $147k 1.2k 120.29
Metlife Stock (MET) 0.1 $146k 2.1k 70.72
Emerson Elec Stock (EMR) 0.1 $142k 1.1k 131.02
Corteva Stock (CTVA) 0.1 $139k 1.7k 83.71
State Street Materials Select Sector Spdr Etf Etf (XLB) 0.1 $137k 2.7k 49.97
Abbott Laboratories Stock (ABT) 0.1 $131k 1.3k 102.67
Rtx Corporation Stock (RTX) 0.1 $127k 657.00 192.90
Gentex Corp Stock (GNTX) 0.1 $126k 5.8k 21.85
Pinterest Inc Cl A Stock (PINS) 0.1 $123k 6.7k 18.34
Idex Corp Stock (IEX) 0.1 $119k 627.00 189.55
Illinois Tool Wks Stock (ITW) 0.1 $118k 455.00 260.29
State Street Spdr S&p Dividend Etf Etf (SDY) 0.1 $118k 807.00 145.94
Johnson Ctls Intl Stock (JCI) 0.1 $118k 897.00 130.95
Invesco California Amt-free Municipal Bond Etf Etf (PWZ) 0.1 $116k 4.8k 23.87
Bath & Body Works Stock (BBWI) 0.1 $113k 6.1k 18.67
Boston Scientific Corp Stock (BSX) 0.1 $111k 1.8k 62.75
Autodesk Stock (ADSK) 0.1 $109k 457.00 239.40
Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $108k 967.00 111.37
Mcdonalds Corp Stock (MCD) 0.1 $108k 346.00 310.79
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT) 0.1 $103k 515.00 200.82
Henry Jack & Assoc Stock (JKHY) 0.1 $102k 644.00 158.04
Aflac Stock (AFL) 0.1 $98k 889.00 109.71
American Tower Corp Reit (AMT) 0.1 $98k 565.00 172.58
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $95k 164.00 577.18
Advanced Micro Devices Stock (AMD) 0.1 $95k 465.00 203.43
Airbnb Inc Com Cl A Stock (ABNB) 0.1 $95k 749.00 126.28
Dominos Pizza Stock (DPZ) 0.1 $94k 262.00 358.79
Cooper Cos Stock (COO) 0.1 $91k 1.3k 71.50
Public Storage Oper Reit (PSA) 0.0 $82k 301.00 270.88
Vanguard Materials Etf Etf (VAW) 0.0 $81k 360.00 225.34
State Street Real Estate Select Sector Spdr Etf Etf (XLRE) 0.0 $78k 1.9k 40.83
State Street Spdr S&p 500 Etf Etf (SPY) 0.0 $77k 119.00 650.34
Cisco Sys Stock (CSCO) 0.0 $76k 985.00 77.59
Equinix Reit (EQIX) 0.0 $72k 73.00 980.25
Ishares Biotechnology Etf Etf (IBB) 0.0 $71k 422.00 168.85
Kinder Morgan Inc Del Stock (KMI) 0.0 $67k 2.0k 33.53
Mckesson Corp Stock (MCK) 0.0 $65k 75.00 865.36
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.0 $64k 950.00 67.53
Lululemon Athletica Stock (LULU) 0.0 $62k 407.00 153.10
Ishares Core High Dividend Etf Etf (HDV) 0.0 $61k 448.00 135.72
Phillips 66 Stock (PSX) 0.0 $60k 330.00 182.18
Welltower Reit (WELL) 0.0 $60k 303.00 197.71
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $59k 647.00 91.64
Ge Aerospace Stock (GE) 0.0 $59k 208.00 283.77
Digital Rlty Tr Reit (DLR) 0.0 $58k 321.00 180.21
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.0 $54k 974.00 55.52
Royal Caribbean Group Stock (RCL) 0.0 $53k 193.00 275.18
Prologis Reit (PLD) 0.0 $53k 400.00 132.18
Constellation Energy Corp Stock (CEG) 0.0 $52k 185.00 279.25
Novartis Adr (NVS) 0.0 $52k 338.00 152.75
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $51k 898.00 56.68
Principal Financial Group Stock (PFG) 0.0 $50k 558.00 90.11
Air Products And Chemicals Stock (APD) 0.0 $50k 172.00 290.49
Ishares Residential And Multisector Real Estate Etf Etf (REZ) 0.0 $49k 588.00 83.21
Altria Group Stock (MO) 0.0 $49k 741.00 65.99
American Elec Pwr Stock (AEP) 0.0 $48k 365.00 131.08
Tjx Cos Stock (TJX) 0.0 $46k 290.00 159.70
Fifth Third Bancorp Stock (FITB) 0.0 $45k 975.00 46.46
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $45k 121.00 367.44
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $44k 67.00 653.21
At&t Stock (T) 0.0 $42k 1.5k 28.99
Tesla Stock (TSLA) 0.0 $41k 111.00 371.75
Norfolk Southn Corp Stock (NSC) 0.0 $41k 142.00 287.00
Kroger Stock (KR) 0.0 $40k 559.00 72.36
Unitedhealth Group Stock (UNH) 0.0 $40k 148.00 270.59
Independence Rlty Tr Reit (IRT) 0.0 $40k 2.7k 14.89
Simon Ppty Group Reit (SPG) 0.0 $39k 210.00 186.53
Virtus Biotech Clinical Trials Etf Etf (BBC) 0.0 $39k 927.00 41.62
Duke Energy Corp Stock (DUK) 0.0 $39k 294.00 130.94
Ge Vernova Stock (GEV) 0.0 $38k 44.00 872.91
Starbucks Corp Stock (SBUX) 0.0 $38k 427.00 89.59
Waste Mgmt Inc Del Stock (WM) 0.0 $38k 166.00 229.79
Boeing Stock (BA) 0.0 $37k 186.00 199.03
Rockwell Automation Stock (ROK) 0.0 $37k 102.00 358.88
Omnicom Group Stock (OMC) 0.0 $36k 479.00 75.31
Realty Income Corp Reit (O) 0.0 $36k 585.00 61.18
Amgen Stock (AMGN) 0.0 $35k 100.00 351.85
Ishares Gold Trust Etf (IAU) 0.0 $34k 380.00 88.16
Vanguard Mega Cap Value Etf Etf (MGV) 0.0 $33k 229.00 144.95
Mastercard Incorporated Cl A Stock (MA) 0.0 $33k 66.00 499.67
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $32k 1.1k 30.68
Iron Mtn Inc Del Reit (IRM) 0.0 $31k 300.00 102.14
Global X Lithium & Battery Tech Etf Etf (LIT) 0.0 $30k 405.00 74.35
Entergy Corp Stock (ETR) 0.0 $30k 267.00 112.36
Pfizer Stock (PFE) 0.0 $30k 1.1k 28.08
Bank America Corp Stock (BAC) 0.0 $29k 600.00 48.75
Medtronic Stock (MDT) 0.0 $29k 337.00 86.65
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $27k 459.00 57.64
Dominion Energy Stock (D) 0.0 $26k 426.00 61.82
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $26k 273.00 93.93
Synopsys Stock (SNPS) 0.0 $25k 64.00 396.48
Pepsico Stock (PEP) 0.0 $25k 162.00 155.29
Vici Pptys Reit (VICI) 0.0 $25k 900.00 27.32
Ventas Reit (VTR) 0.0 $25k 300.00 81.78
Amphenol Corp Cl A Stock (APH) 0.0 $24k 191.00 126.35
Weyerhaeuser Reit (WY) 0.0 $24k 979.00 24.43
Equity Residential Sh Ben Int Reit (EQR) 0.0 $24k 400.00 59.15
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $21k 100.00 213.67
Steris Plc Shs Usd Stock (STE) 0.0 $21k 95.00 221.13
Csx Corp Stock (CSX) 0.0 $21k 511.00 41.05
Comcast Corp New Cl A Stock (CMCSA) 0.0 $21k 716.00 28.71
Rayonier Reit (RYN) 0.0 $19k 900.00 20.62
Kimco Realty Corp Reit (KIM) 0.0 $18k 800.00 22.47
Royal Bk Cda Stock (RY) 0.0 $18k 108.00 161.78
Sba Communications Corp Cl A Reit (SBAC) 0.0 $17k 100.00 172.11
Asml Hldg Nv N Y Registry Adr (ASML) 0.0 $17k 13.00 1320.85
Paccar Stock (PCAR) 0.0 $17k 148.00 115.50
Taiwan Semiconductor Manufact Adr (TSM) 0.0 $17k 50.00 337.96
Disney Walt Stock (DIS) 0.0 $15k 158.00 96.38
Regency Ctrs Corp Reit (REG) 0.0 $15k 201.00 75.66
Invitation Homes Reit (INVH) 0.0 $15k 602.00 24.85
Angel Studios Inc Cl A Stock (ANGX) 0.0 $14k 4.7k 3.05
Extra Space Storage Reit (EXR) 0.0 $14k 105.00 131.13
Vanguard Small Cap Value Etf Etf (VBR) 0.0 $14k 63.00 217.25
Exelon Corp Stock (EXC) 0.0 $14k 279.00 49.02
Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL) 0.0 $14k 117.00 115.71
Verizon Communications Stock (VZ) 0.0 $13k 265.00 50.20
Sun Cmntys Reit (SUI) 0.0 $13k 100.00 125.96
General Mills Stock (GIS) 0.0 $12k 321.00 37.22
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $12k 64.00 184.28
The Cigna Group Stock (CI) 0.0 $12k 44.00 266.75
Bristol-myers Squibb Stock (BMY) 0.0 $12k 190.00 60.65
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $12k 27.00 426.41
Toronto Dominion Bk Ont Stock (TD) 0.0 $11k 121.00 93.31
Idacorp Stock (IDA) 0.0 $11k 75.00 142.97
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) 0.0 $11k 100.00 106.21
Cardinal Health Stock (CAH) 0.0 $10k 49.00 211.31
Ark Genomic Revolution Etf Etf (ARKG) 0.0 $9.9k 375.00 26.42
Vertex Pharmaceuticals Stock (VRTX) 0.0 $9.8k 22.00 446.55
Intel Corp Stock (INTC) 0.0 $9.7k 220.00 44.13
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.0 $9.6k 375.00 25.62
Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $9.5k 37.00 257.35
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $9.2k 278.00 33.22
Americold Realty Trust Reit (COLD) 0.0 $9.2k 803.00 11.46
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $9.1k 330.00 27.46
Healthpeak Properties Reit (DOC) 0.0 $8.6k 523.00 16.43
Cushman And Wakefield Ltd Common Shares Stock (CWK) 0.0 $8.6k 700.00 12.26
Workday Inc Cl A Stock (WDAY) 0.0 $8.4k 65.00 129.92
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.0 $8.4k 248.00 33.97
Solstice Advanced Matls Stock (SOLS) 0.0 $8.4k 110.00 76.16
Qnity Electronics Stock (Q) 0.0 $8.2k 71.00 115.38
Carnival Corp Stock (CCL) 0.0 $7.8k 300.00 25.88
Cvs Health Corp Stock (CVS) 0.0 $7.7k 107.00 71.82
Dollar Gen Corp Stock (DG) 0.0 $7.4k 62.00 118.73
Structure Therapeutics Adr (GPCR) 0.0 $7.2k 150.00 48.20
Natera Stock (NTRA) 0.0 $7.2k 36.00 200.00
Illumina Stock (ILMN) 0.0 $7.1k 58.00 123.26
Intuitive Surgical Stock (ISRG) 0.0 $6.9k 15.00 461.00
Varonis Sys Stock (VRNS) 0.0 $6.7k 310.00 21.47
Dupont De Nemours Stock (DD) 0.0 $6.5k 142.00 45.80
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $6.5k 27.00 240.00
Cohen & Steers Stock (CNS) 0.0 $6.3k 100.00 62.55
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $6.0k 20.00 302.25
Dow Hldgs Stock (DOW) 0.0 $5.9k 142.00 41.65
BXP Reit (BXP) 0.0 $5.2k 100.00 51.90
Alcon Ag Ord Stock (ALC) 0.0 $5.0k 67.00 75.34
Vaxcyte Stock (PCVX) 0.0 $5.0k 86.00 58.10
American Express Stock (AXP) 0.0 $4.5k 15.00 302.47
Cytokinetics Stock (CYTK) 0.0 $4.5k 68.00 65.91
Chewy Inc Cl A Stock (CHWY) 0.0 $4.3k 160.00 27.00
Eaton Corp Stock (ETN) 0.0 $3.9k 11.00 357.64
Williams Cos Stock (WMB) 0.0 $3.7k 51.00 72.78
Hewlett Packard Enterprise Stock (HPE) 0.0 $3.4k 141.00 23.81
Acadia Pharmaceuticals Stock (ACAD) 0.0 $2.9k 131.00 22.26
Hca Healthcare Stock (HCA) 0.0 $2.8k 6.00 473.17
American Homes 4 Rent Cl A Reit (AMH) 0.0 $2.8k 100.00 27.92
General Dynamics Corp Stock (GD) 0.0 $2.7k 8.00 343.25
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $2.5k 25.00 99.28
Maravai Lifesciences Hldgs Inc Com Cl A Stock (MRVI) 0.0 $2.3k 808.00 2.83
Pacific Biosciences Calif Stock (PACB) 0.0 $2.2k 1.7k 1.32
Synchrony Financial Stock (SYF) 0.0 $2.2k 32.00 68.03
Moderna Stock (MRNA) 0.0 $2.0k 40.00 50.80
Wabtec Stock (WAB) 0.0 $2.0k 8.00 249.88
Wells Fargo & Co Stock (WFC) 0.0 $2.0k 25.00 79.60
Xcel Energy Stock (XEL) 0.0 $1.9k 24.00 79.46
Truist Finl Corp Stock (TFC) 0.0 $1.7k 37.00 45.97
International Business Machs Stock (IBM) 0.0 $1.7k 7.00 242.43
Regenxbio Stock (RGNX) 0.0 $1.6k 191.00 8.38
Freeport Mcmoran Inc Cl B Stock (FCX) 0.0 $1.5k 26.00 58.77
Caterpillar Stock (CAT) 0.0 $1.4k 2.00 708.50
Sangamo Therapeutics Stock (SGMO) 0.0 $1.4k 5.6k 0.25
Allstate Corp Stock (ALL) 0.0 $1.2k 6.00 207.33
Public Svc Enterprise Group Stock (PEG) 0.0 $1.2k 15.00 80.93
Vanguard Total World Stock Etf Etf (VT) 0.0 $1.1k 8.00 138.38
Versant Media Group Inc Com Cl A Stock (VSNT) 0.0 $1.0k 28.00 37.04
Novavax Stock (NVAX) 0.0 $977.004000 120.00 8.14
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $784.000000 2.00 392.00
Omniab Stock (OABI) 0.0 $644.982300 411.00 1.57
Tpg Inc Com Cl A Stock (TPG) 0.0 $567.000000 14.00 40.50
Oracle Corp Stock (ORCL) 0.0 $441.000000 3.00 147.00