Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management as of June 30, 2025

Portfolio Holdings for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds 684 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
Ishares Tr Msci Usa Mmentm (MTUM) 5.6 $248M 1.0M 240.32
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.6 $205M 4.1M 50.27
NVIDIA Corporation (NVDA) 4.1 $182M 1.1M 157.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.0 $179M 2.3M 79.50
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.9 $174M 950k 182.82
Ishares Tr Msci Intl Qualty (IQLT) 3.2 $144M 3.3M 43.22
Apple (AAPL) 2.8 $122M 594k 205.17
Ishares Tr Eafe Value Etf (EFV) 2.6 $116M 1.8M 63.48
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.6 $115M 2.7M 42.28
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.4 $107M 1.3M 82.92
Ishares Core Msci Emkt (IEMG) 2.4 $106M 1.8M 60.03
Microsoft Corporation (MSFT) 2.3 $104M 209k 497.41
Spdr Series Trust Bloomberg Sht Te (SJNK) 1.8 $80M 3.1M 25.48
Dimensional Etf Trust Internatnal Val (DFIV) 1.8 $78M 1.8M 42.83
Meta Platforms Cl A (META) 1.5 $66M 90k 738.05
Vanguard Index Fds Value Etf (VTV) 1.4 $62M 350k 176.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $61M 98k 617.85
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.3 $60M 1.0M 58.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $52M 910k 57.01
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.1 $50M 923k 53.96
Amazon (AMZN) 1.1 $47M 215k 219.39
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.0 $46M 579k 79.28
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $35M 387k 89.06
Costco Wholesale Corporation (COST) 0.7 $33M 33k 989.94
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $30M 330k 91.10
Cisco Systems (CSCO) 0.7 $30M 430k 69.38
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.7 $30M 699k 42.59
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $29M 215k 134.39
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $27M 1.1M 24.44
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $26M 725k 35.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $26M 133k 195.01
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.6 $25M 283k 89.22
Dimensional Etf Trust Us High Profitab (DUHP) 0.6 $25M 709k 35.56
Alphabet Cap Stk Cl C (GOOG) 0.6 $25M 141k 177.39
Broadcom (AVGO) 0.5 $22M 81k 275.65
Wal-Mart Stores (WMT) 0.5 $22M 227k 97.78
Tesla Motors (TSLA) 0.5 $22M 69k 317.66
Automatic Data Processing (ADP) 0.5 $22M 70k 308.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $21M 956k 22.10
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $20M 318k 63.71
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $20M 663k 30.14
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.4 $20M 1.1M 17.80
JPMorgan Chase & Co. (JPM) 0.4 $20M 68k 289.91
Philip Morris International (PM) 0.4 $20M 108k 182.14
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $19M 63k 303.95
Texas Instruments Incorporated (TXN) 0.4 $19M 92k 207.62
Altria (MO) 0.4 $19M 323k 58.63
Ishares Tr Micro-cap Etf (IWC) 0.4 $19M 146k 127.66
Vanguard Wellington Us Momentum (VFMO) 0.4 $19M 108k 172.52
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $18M 174k 102.91
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.4 $17M 374k 46.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $16M 34k 485.77
Vanguard World Mega Cap Index (MGC) 0.4 $16M 73k 224.92
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.4 $16M 387k 41.91
Belpointe Prep Unit Rp Ltd Lb A (OZ) 0.4 $16M 251k 64.01
Analog Devices (ADI) 0.4 $16M 67k 238.02
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $16M 141k 112.00
Vanguard Index Fds Large Cap Etf (VV) 0.3 $15M 54k 285.30
Vanguard World Mega Grwth Ind (MGK) 0.3 $15M 41k 366.17
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.3 $15M 606k 24.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $15M 296k 49.46
International Business Machines (IBM) 0.3 $14M 49k 294.78
Netflix (NFLX) 0.3 $14M 11k 1339.18
Spdr Series Trust Nuveen Ice High (HYMB) 0.3 $14M 550k 24.78
Alphabet Cap Stk Cl A (GOOGL) 0.3 $14M 76k 176.23
Vanguard Index Fds Small Cp Etf (VB) 0.3 $13M 57k 236.99
Vanguard World Mega Cap Val Etf (MGV) 0.3 $13M 101k 131.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $13M 23k 551.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $13M 22k 568.03
Oracle Corporation (ORCL) 0.3 $12M 56k 218.64
Bank of New York Mellon Corporation (BK) 0.3 $12M 133k 91.11
Fiserv (FI) 0.3 $12M 70k 172.41
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.3 $12M 194k 62.03
Cummins (CMI) 0.3 $12M 36k 327.50
Ishares Tr Core S&p500 Etf (IVV) 0.3 $12M 19k 620.90
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $12M 456k 25.30
Ishares Esg Awr Msci Em (ESGE) 0.3 $11M 285k 39.17
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $11M 102k 109.29
Adobe Systems Incorporated (ADBE) 0.2 $11M 29k 386.88
Visa Com Cl A (V) 0.2 $11M 31k 355.05
Exxon Mobil Corporation (XOM) 0.2 $11M 102k 107.80
Charles Schwab Corporation (SCHW) 0.2 $11M 119k 91.25
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $11M 391k 27.67
Ishares Tr Esg Aware Msci (ESML) 0.2 $11M 261k 41.33
Eli Lilly & Co. (LLY) 0.2 $11M 14k 779.54
Paychex (PAYX) 0.2 $11M 72k 145.46
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $10M 63k 164.50
Rbb Fund Trust Longview Advantg (EBI) 0.2 $10M 201k 50.88
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $10M 76k 133.31
Emerson Electric (EMR) 0.2 $10M 76k 133.33
Johnson & Johnson (JNJ) 0.2 $10M 66k 152.75
Hp (HPQ) 0.2 $9.8M 399k 24.46
At&t (T) 0.2 $9.6M 332k 28.94
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.2 $9.2M 256k 36.05
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.2 $9.1M 215k 42.15
Paypal Holdings (PYPL) 0.2 $9.0M 122k 74.32
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $9.0M 32k 284.43
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $8.7M 64k 135.30
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $7.9M 198k 40.02
Apollo Global Mgmt (APO) 0.2 $7.8M 55k 141.87
Dell Technologies CL C (DELL) 0.2 $7.5M 61k 122.61
M&T Bank Corporation (MTB) 0.2 $7.4M 38k 193.99
Corning Incorporated (GLW) 0.2 $7.2M 138k 52.59
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $7.2M 156k 45.89
Chevron Corporation (CVX) 0.2 $7.2M 50k 143.19
TJX Companies (TJX) 0.2 $7.0M 57k 123.49
Spdr Series Trust Portfolio Intrmd (SPIB) 0.2 $7.0M 209k 33.58
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $6.9M 137k 50.21
Home Depot (HD) 0.2 $6.9M 19k 366.65
Blackrock (BLK) 0.2 $6.7M 6.4k 1049.26
Spdr Series Trust Nuveen Ice Short (SHM) 0.2 $6.7M 140k 47.83
Spdr Series Trust Portfolio Short (SPSB) 0.1 $6.4M 213k 30.19
ResMed (RMD) 0.1 $6.4M 25k 258.00
Arch Cap Group Ord (ACGL) 0.1 $6.2M 68k 91.05
McKesson Corporation (MCK) 0.1 $6.2M 8.4k 732.83
Abbvie (ABBV) 0.1 $6.2M 33k 185.62
Metropcs Communications (TMUS) 0.1 $6.0M 25k 238.26
Hldgs (UAL) 0.1 $5.7M 72k 79.63
Gilead Sciences (GILD) 0.1 $5.7M 52k 110.87
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $5.7M 126k 45.29
Godaddy Cl A (GDDY) 0.1 $5.6M 31k 180.06
Lockheed Martin Corporation (LMT) 0.1 $5.6M 12k 463.14
American Express Company (AXP) 0.1 $5.6M 17k 319.00
Raytheon Technologies Corp (RTX) 0.1 $5.6M 38k 146.02
Caterpillar (CAT) 0.1 $5.6M 14k 388.23
Bank of America Corporation (BAC) 0.1 $5.5M 115k 47.32
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $5.4M 51k 106.34
AutoZone (AZO) 0.1 $5.2M 1.4k 3712.23
Procter & Gamble Company (PG) 0.1 $5.2M 33k 159.32
McDonald's Corporation (MCD) 0.1 $5.1M 17k 292.16
Ishares Tr National Mun Etf (MUB) 0.1 $5.1M 48k 104.48
Arista Networks Com Shs (ANET) 0.1 $5.0M 48k 102.31
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $4.9M 75k 65.50
NVR (NVR) 0.1 $4.9M 664.00 7385.66
Canadian Pacific Kansas City (CP) 0.1 $4.9M 61k 79.27
Vanguard Index Fds Growth Etf (VUG) 0.1 $4.4M 10k 438.12
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.1 $4.3M 2.2k 1956.56
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $4.3M 130k 33.01
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $4.3M 57k 75.11
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $4.2M 43k 99.49
Advanced Micro Devices (AMD) 0.1 $4.2M 30k 141.90
Carrier Global Corporation (CARR) 0.1 $4.2M 57k 73.19
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $4.1M 61k 67.02
Danaher Corporation (DHR) 0.1 $4.0M 20k 197.57
Abbott Laboratories (ABT) 0.1 $3.9M 29k 136.01
Ge Aerospace Com New (GE) 0.1 $3.9M 15k 257.39
Starbucks Corporation (SBUX) 0.1 $3.8M 42k 91.64
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $3.8M 121k 31.76
Kroger (KR) 0.1 $3.8M 53k 71.73
Baker Hughes Company Cl A (BKR) 0.1 $3.8M 100k 38.34
Coca-Cola Company (KO) 0.1 $3.8M 54k 70.75
UnitedHealth (UNH) 0.1 $3.7M 12k 311.97
Wec Energy Group (WEC) 0.1 $3.7M 36k 104.20
Allstate Corporation (ALL) 0.1 $3.7M 18k 201.50
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $3.7M 158k 23.24
Mastercard Incorporated Cl A (MA) 0.1 $3.7M 6.5k 561.94
Applied Materials (AMAT) 0.1 $3.6M 19k 183.07
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $3.5M 13k 276.95
Accenture Plc Ireland Shs Class A (ACN) 0.1 $3.5M 12k 298.89
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $3.4M 163k 21.16
Ishares Tr Core Msci Eafe (IEFA) 0.1 $3.4M 41k 83.48
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $3.4M 173k 19.65
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $3.4M 174k 19.52
Bristol Myers Squibb (BMY) 0.1 $3.4M 73k 46.29
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $3.3M 163k 20.49
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $3.3M 161k 20.68
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $3.3M 178k 18.70
Boeing Company (BA) 0.1 $3.2M 15k 209.53
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $3.2M 110k 29.21
Amgen (AMGN) 0.1 $3.2M 12k 279.22
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $3.2M 191k 16.78
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $3.2M 14k 226.49
Duke Energy Corp Com New (DUK) 0.1 $3.1M 26k 118.00
Coupang Cl A (CPNG) 0.1 $3.1M 103k 29.96
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $3.1M 59k 52.34
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $3.1M 185k 16.53
Honeywell International (HON) 0.1 $3.0M 13k 232.87
Parker-Hannifin Corporation (PH) 0.1 $3.0M 4.3k 698.49
Palo Alto Networks (PANW) 0.1 $3.0M 15k 204.64
Cardinal Health (CAH) 0.1 $3.0M 18k 168.00
Ishares Msci Emrg Chn (EMXC) 0.1 $3.0M 47k 63.14
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.9M 4.00 728800.00
Loar Holdings Com Shs (LOAR) 0.1 $2.9M 34k 86.17
Pepsi (PEP) 0.1 $2.9M 22k 132.04
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $2.9M 120k 23.83
Boston Scientific Corporation (BSX) 0.1 $2.8M 27k 107.41
Eaton Corp SHS (ETN) 0.1 $2.8M 7.9k 356.99
Morgan Stanley Com New (MS) 0.1 $2.8M 20k 140.86
Southern Company (SO) 0.1 $2.7M 30k 91.83
Qualcomm (QCOM) 0.1 $2.7M 17k 159.26
salesforce (CRM) 0.1 $2.7M 9.9k 272.69
First Tr Exchange-traded Com Shs Annual (FDM) 0.1 $2.7M 37k 71.63
Cme (CME) 0.1 $2.7M 9.6k 275.63
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $2.7M 17k 157.76
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $2.6M 108k 24.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $2.6M 24k 110.10
AFLAC Incorporated (AFL) 0.1 $2.6M 25k 105.46
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $2.6M 33k 78.70
Hewlett Packard Enterprise (HPE) 0.1 $2.6M 128k 20.45
Vanguard World Inf Tech Etf (VGT) 0.1 $2.6M 3.9k 663.31
Servicenow (NOW) 0.1 $2.6M 2.5k 1028.08
Entergy Corporation (ETR) 0.1 $2.6M 31k 83.13
Ishares Tr Rus 1000 Etf (IWB) 0.1 $2.6M 7.5k 339.55
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $2.5M 20k 128.52
S&p Global (SPGI) 0.1 $2.5M 4.8k 527.33
Broadridge Financial Solutions (BR) 0.1 $2.5M 10k 243.03
Kinder Morgan (KMI) 0.1 $2.4M 82k 29.40
Union Pacific Corporation (UNP) 0.1 $2.4M 10k 230.09
Lam Research Corp Com New (LRCX) 0.1 $2.4M 24k 97.34
Booking Holdings (BKNG) 0.1 $2.4M 410.00 5789.33
Wells Fargo & Company (WFC) 0.1 $2.4M 30k 80.12
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $2.3M 68k 34.51
State Street Corporation (STT) 0.1 $2.3M 22k 106.34
Merck & Co (MRK) 0.1 $2.3M 30k 79.16
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.3M 11k 204.67
Newmont Mining Corporation (NEM) 0.1 $2.3M 39k 58.26
Select Sector Spdr Tr Technology (XLK) 0.1 $2.3M 8.9k 253.23
Uber Technologies (UBER) 0.1 $2.3M 24k 93.30
Deere & Company (DE) 0.1 $2.3M 4.5k 508.50
Lowe's Companies (LOW) 0.1 $2.3M 10k 221.88
Palantir Technologies Cl A (PLTR) 0.1 $2.2M 16k 136.32
Goldman Sachs (GS) 0.0 $2.2M 3.1k 707.86
Micron Technology (MU) 0.0 $2.2M 18k 123.25
Verizon Communications (VZ) 0.0 $2.1M 50k 43.27
Ishares Tr Russell 2000 Etf (IWM) 0.0 $2.1M 9.9k 215.78
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $2.1M 80k 26.50
Ge Vernova (GEV) 0.0 $2.1M 4.0k 529.17
Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP) 0.0 $2.1M 95k 21.86
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $2.1M 82k 25.17
Thermo Fisher Scientific (TMO) 0.0 $2.1M 5.1k 405.46
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $2.0M 7.1k 279.82
Nasdaq Omx (NDAQ) 0.0 $1.9M 22k 89.42
Williams Companies (WMB) 0.0 $1.9M 31k 62.81
Edwards Lifesciences (EW) 0.0 $1.9M 25k 78.21
Walt Disney Company (DIS) 0.0 $1.9M 16k 124.01
Pimco Etf Tr 0-5 High Yield (HYS) 0.0 $1.9M 20k 95.01
Snap Cl A (SNAP) 0.0 $1.9M 220k 8.69
Xcel Energy (XEL) 0.0 $1.9M 28k 68.10
Linde SHS (LIN) 0.0 $1.9M 4.0k 469.19
Intuit (INTU) 0.0 $1.8M 2.3k 787.63
Fidelity National Information Services (FIS) 0.0 $1.8M 22k 81.43
Marsh & McLennan Companies (MMC) 0.0 $1.8M 8.2k 218.64
ConocoPhillips (COP) 0.0 $1.8M 20k 89.75
Intuitive Surgical Com New (ISRG) 0.0 $1.8M 3.2k 543.41
American Tower Reit (AMT) 0.0 $1.8M 8.0k 221.04
Delta Air Lines Inc Del Com New (DAL) 0.0 $1.7M 35k 49.18
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $1.7M 31k 55.24
Cheniere Energy Com New (LNG) 0.0 $1.7M 7.1k 243.52
Jabil Circuit (JBL) 0.0 $1.7M 7.8k 218.10
Citigroup Com New (C) 0.0 $1.7M 20k 85.12
Ishares Gold Tr Ishares New (IAU) 0.0 $1.7M 27k 62.36
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $1.7M 27k 62.02
Travelers Companies (TRV) 0.0 $1.7M 6.2k 267.55
General Dynamics Corporation (GD) 0.0 $1.6M 5.7k 291.66
Ishares Tr Msci Eafe Etf (EFA) 0.0 $1.6M 18k 89.39
Sherwin-Williams Company (SHW) 0.0 $1.6M 4.7k 343.36
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $1.6M 8.7k 181.74
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $1.6M 21k 72.68
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.5M 3.6k 424.58
Colgate-Palmolive Company (CL) 0.0 $1.5M 17k 90.90
Hartford Financial Services (HIG) 0.0 $1.5M 12k 126.88
EOG Resources (EOG) 0.0 $1.5M 13k 119.61
Motorola Solutions Com New (MSI) 0.0 $1.5M 3.6k 420.46
Addus Homecare Corp (ADUS) 0.0 $1.5M 13k 115.19
Sanmina (SANM) 0.0 $1.5M 15k 97.83
Juniper Networks (JNPR) 0.0 $1.5M 37k 39.93
Cathay General Ban (CATY) 0.0 $1.4M 31k 45.53
Whitestone REIT (WSR) 0.0 $1.4M 113k 12.48
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $1.4M 19k 72.82
Box Cl A (BOX) 0.0 $1.4M 41k 34.17
United Parcel Service CL B (UPS) 0.0 $1.4M 14k 100.94
Bank Of Nt Butterfield&son L Shs New (NTB) 0.0 $1.4M 31k 44.28
Nike CL B (NKE) 0.0 $1.4M 19k 71.08
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $1.4M 24k 55.74
Metrocity Bankshares (MCBS) 0.0 $1.3M 47k 28.58
Nextera Energy (NEE) 0.0 $1.3M 19k 69.67
Northrop Grumman Corporation (NOC) 0.0 $1.3M 2.7k 500.01
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $1.3M 6.7k 194.23
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $1.3M 16k 80.11
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.0 $1.3M 68k 18.99
Listed Fds Tr Wahed Dow Jones (UMMA) 0.0 $1.3M 48k 26.64
Paccar (PCAR) 0.0 $1.3M 13k 95.06
Us Bancorp Del Com New (USB) 0.0 $1.3M 28k 45.25
Crowdstrike Hldgs Cl A (CRWD) 0.0 $1.3M 2.5k 509.32
Progressive Corporation (PGR) 0.0 $1.2M 4.6k 266.86
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $1.2M 29k 42.60
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $1.2M 15k 82.86
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.0 $1.2M 19k 64.29
Rev (REVG) 0.0 $1.2M 25k 47.59
Cavco Industries (CVCO) 0.0 $1.2M 2.7k 434.43
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $1.2M 18k 64.85
Axon Enterprise (AXON) 0.0 $1.1M 1.4k 827.94
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $1.1M 12k 92.62
Reliance Steel & Aluminum (RS) 0.0 $1.1M 3.6k 313.90
Blackstone Group Inc Com Cl A (BX) 0.0 $1.1M 7.5k 149.57
Piper Jaffray Companies (PIPR) 0.0 $1.1M 4.0k 277.94
Twilio Cl A (TWLO) 0.0 $1.1M 8.9k 124.36
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $1.1M 8.6k 128.60
Pulte (PHM) 0.0 $1.1M 10k 105.46
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $1.1M 18k 61.21
Ennis (EBF) 0.0 $1.1M 60k 18.14
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $1.1M 7.2k 150.40
Wisdomtree Tr Us High Dividend (DHS) 0.0 $1.1M 11k 95.98
Tri Pointe Homes (TPH) 0.0 $1.1M 34k 31.95
Samsara Com Cl A (IOT) 0.0 $1.1M 27k 39.78
Txo Partners Com Unit (TXO) 0.0 $1.1M 71k 15.04
ICU Medical, Incorporated (ICUI) 0.0 $1.0M 7.9k 132.15
Capital One Financial (COF) 0.0 $1.0M 4.9k 212.76
Oneok (OKE) 0.0 $1.0M 13k 81.63
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $1.0M 4.3k 238.71
Comcast Corp Cl A (CMCSA) 0.0 $1.0M 29k 35.69
Mueller Industries (MLI) 0.0 $1.0M 13k 79.47
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $1.0M 44k 23.23
MetLife (MET) 0.0 $961k 12k 80.42
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $957k 27k 35.49
Zoetis Cl A (ZTS) 0.0 $952k 6.1k 155.95
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $926k 8.0k 115.35
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $917k 7.7k 119.09
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $914k 11k 83.00
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $914k 2.1k 445.20
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $913k 32k 28.65
Prologis (PLD) 0.0 $910k 8.7k 105.11
Waste Management (WM) 0.0 $905k 4.0k 228.83
Microstrategy Cl A New (MSTR) 0.0 $889k 2.2k 404.23
Marriott Intl Cl A (MAR) 0.0 $874k 3.2k 273.24
Ecolab (ECL) 0.0 $872k 3.2k 269.44
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $863k 21k 40.49
Roper Industries (ROP) 0.0 $862k 1.5k 566.84
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $858k 6.3k 135.72
Confluent Class A Com (CFLT) 0.0 $851k 34k 24.93
3M Company (MMM) 0.0 $844k 5.5k 152.25
Amneal Pharmaceuticals Com Stk Cl A (AMRX) 0.0 $837k 104k 8.09
Kla Corp Com New (KLAC) 0.0 $829k 925.00 895.74
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $820k 8.9k 91.97
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $803k 24k 32.89
Intel Corporation (INTC) 0.0 $774k 35k 22.40
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) 0.0 $771k 30k 26.02
Stryker Corporation (SYK) 0.0 $767k 1.9k 395.63
Microchip Technology (MCHP) 0.0 $758k 11k 70.37
W.W. Grainger (GWW) 0.0 $756k 727.00 1040.29
Ishares Tr Tips Bd Etf (TIP) 0.0 $756k 6.9k 110.03
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.0 $755k 32k 23.33
Teledyne Technologies Incorporated (TDY) 0.0 $755k 1.5k 512.31
Waste Connections (WCN) 0.0 $753k 4.0k 186.72
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $750k 33k 23.07
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.0 $747k 34k 22.05
Builders FirstSource (BLDR) 0.0 $745k 6.4k 116.69
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.0 $743k 33k 22.71
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $741k 3.8k 195.42
Howmet Aerospace (HWM) 0.0 $740k 4.0k 186.14
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.0 $738k 34k 21.52
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $733k 17k 42.27
Nucor Corporation (NUE) 0.0 $731k 5.6k 129.62
Illinois Tool Works (ITW) 0.0 $731k 3.0k 247.28
Novartis Sponsored Adr (NVS) 0.0 $729k 6.0k 121.01
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.0 $722k 16k 45.47
Ufp Industries (UFPI) 0.0 $721k 7.3k 99.36
Veralto Corp Com Shs (VLTO) 0.0 $720k 7.1k 100.95
Alaska Air (ALK) 0.0 $717k 15k 49.48
Anthem (ELV) 0.0 $708k 1.8k 388.97
Laureate Education Common Stock (LAUR) 0.0 $707k 30k 23.38
Fortinet (FTNT) 0.0 $705k 6.7k 105.72
General Mills (GIS) 0.0 $704k 14k 51.86
Trane Technologies SHS (TT) 0.0 $697k 1.6k 437.37
Consolidated Edison (ED) 0.0 $696k 6.9k 100.35
Buckle (BKE) 0.0 $692k 15k 45.35
Block Cl A (XYZ) 0.0 $688k 10k 67.93
Freeport-mcmoran CL B (FCX) 0.0 $687k 16k 43.35
American Electric Power Company (AEP) 0.0 $682k 6.6k 103.80
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $682k 9.2k 74.44
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.0 $673k 3.9k 174.61
Corvus Pharmaceuticals (CRVS) 0.0 $672k 168k 4.00
Emcor (EME) 0.0 $670k 1.3k 534.89
Hilton Worldwide Holdings (HLT) 0.0 $669k 2.5k 266.36
Gabelli Equity Trust (GAB) 0.0 $669k 115k 5.82
Pfizer (PFE) 0.0 $668k 28k 24.24
Williams-Sonoma (WSM) 0.0 $660k 4.0k 163.37
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $646k 4.3k 150.87
Asml Holding N V N Y Registry Shs (ASML) 0.0 $644k 803.00 801.39
Employers Holdings (EIG) 0.0 $643k 14k 47.18
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $641k 7.0k 91.73
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $641k 3.3k 192.69
Stride (LRN) 0.0 $627k 4.3k 145.19
Prudential Financial (PRU) 0.0 $627k 5.8k 107.44
Watsco, Incorporated (WSO) 0.0 $622k 1.4k 442.00
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $616k 6.2k 99.20
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $615k 1.4k 440.50
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $611k 23k 26.68
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $609k 6.1k 100.69
Sylvamo Corp Common Stock (SLVM) 0.0 $605k 12k 50.10
Enterprise Products Partners (EPD) 0.0 $600k 19k 31.01
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $596k 5.3k 112.34
Sony Group Corp Sponsored Adr (SONY) 0.0 $587k 23k 26.03
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $587k 4.3k 135.05
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $575k 6.1k 93.96
Spdr Gold Tr Gold Shs (GLD) 0.0 $573k 1.9k 304.83
Ameriprise Financial (AMP) 0.0 $572k 1.1k 533.87
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $566k 5.2k 109.20
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $565k 31k 18.13
Descartes Sys Grp (DSGX) 0.0 $564k 5.5k 101.65
Perdoceo Ed Corp (PRDO) 0.0 $557k 17k 32.69
Xylem (XYL) 0.0 $552k 4.3k 129.36
Schlumberger Com Stk (SLB) 0.0 $550k 16k 33.80
Ethan Allen Interiors (ETD) 0.0 $550k 20k 27.85
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $549k 11k 48.24
Greenlight Capital Re Class A (GLRE) 0.0 $548k 38k 14.37
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $542k 5.7k 94.63
Cigna Corp (CI) 0.0 $533k 1.6k 330.58
Marathon Petroleum Corp (MPC) 0.0 $531k 3.2k 166.12
PNC Financial Services (PNC) 0.0 $527k 2.8k 186.42
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $524k 925.00 566.48
SEI Investments Company (SEIC) 0.0 $524k 5.8k 89.86
Dole Ord Shs (DOLE) 0.0 $514k 37k 13.99
Trimble Navigation (TRMB) 0.0 $510k 6.7k 76.00
CSX Corporation (CSX) 0.0 $506k 16k 32.63
Shell Spon Ads (SHEL) 0.0 $504k 7.2k 70.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $500k 7.4k 67.21
Ishares Tr New York Mun Etf (NYF) 0.0 $500k 9.6k 52.14
Markel Corporation (MKL) 0.0 $495k 248.00 1997.36
MercadoLibre (MELI) 0.0 $491k 188.00 2613.48
Astrazeneca Sponsored Adr (AZN) 0.0 $490k 7.0k 69.88
Phillips 66 (PSX) 0.0 $489k 4.1k 119.31
Hdfc Bank Sponsored Ads (HDB) 0.0 $485k 6.3k 76.67
Pinterest Cl A (PINS) 0.0 $481k 13k 35.86
Mondelez Intl Cl A (MDLZ) 0.0 $481k 7.1k 67.44
Tidal Trust I God Bless Amer (YALL) 0.0 $478k 12k 41.61
Ishares Tr Russell 3000 Etf (IWV) 0.0 $475k 1.4k 351.00
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $469k 6.2k 75.58
Novo-nordisk A S Adr (NVO) 0.0 $467k 6.8k 69.02
Etf Opportunities Trust American Conser (ACVF) 0.0 $465k 9.9k 47.16
First Bancorp P R Com New (FBP) 0.0 $462k 22k 20.83
Rio Tinto Sponsored Adr (RIO) 0.0 $454k 7.8k 58.33
Vanguard World Comm Srvc Etf (VOX) 0.0 $453k 2.7k 171.03
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $453k 4.5k 100.70
Tfii Cn (TFII) 0.0 $448k 5.0k 89.67
Victory Cap Hldgs Com Cl A (VCTR) 0.0 $446k 7.0k 63.67
Idt Corp Cl B New (IDT) 0.0 $442k 6.5k 68.32
Taylor Morrison Hom (TMHC) 0.0 $442k 7.2k 61.42
Rockwell Automation (ROK) 0.0 $442k 1.3k 332.21
Spdr Series Trust Dj Reit Etf (RWR) 0.0 $441k 4.6k 96.44
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $439k 28k 15.46
Northwest Natural Holdin (NWN) 0.0 $434k 11k 39.72
Fox Corp Cl A Com (FOXA) 0.0 $432k 7.7k 56.04
Unilever Spon Adr New (UL) 0.0 $432k 7.1k 61.17
Preferred Bk Los Angeles Ca Com New (PFBC) 0.0 $431k 5.0k 86.55
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $429k 1.6k 269.33
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $427k 5.3k 80.10
Live Nation Entertainment (LYV) 0.0 $425k 2.8k 151.28
Agilent Technologies Inc C ommon (A) 0.0 $424k 3.6k 118.02
Welltower Inc Com reit (WELL) 0.0 $423k 2.8k 153.73
Fortive (FTV) 0.0 $422k 8.1k 52.13
Republic Services (RSG) 0.0 $421k 1.7k 246.61
eBay (EBAY) 0.0 $420k 5.6k 74.46
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $420k 6.1k 69.08
CMS Energy Corporation (CMS) 0.0 $417k 6.0k 69.28
AmerisourceBergen (COR) 0.0 $417k 1.4k 299.85
Te Connectivity Ord Shs (TEL) 0.0 $410k 2.4k 168.68
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.0 $408k 5.0k 81.86
Ishares Tr Core Msci Intl (IDEV) 0.0 $405k 5.3k 76.04
Sempra Energy (SRE) 0.0 $404k 5.3k 75.77
Old Republic International Corporation (ORI) 0.0 $403k 11k 38.44
MPLX Com Unit Rep Ltd (MPLX) 0.0 $403k 7.8k 51.51
TransDigm Group Incorporated (TDG) 0.0 $400k 263.00 1520.64
Constellation Energy (CEG) 0.0 $391k 1.2k 322.63
Synopsys (SNPS) 0.0 $390k 760.00 512.69
Owens & Minor (OMI) 0.0 $387k 43k 9.10
Enbridge (ENB) 0.0 $386k 8.5k 45.32
Sun Life Financial (SLF) 0.0 $386k 5.8k 66.45
Chipotle Mexican Grill (CMG) 0.0 $383k 6.8k 56.15
Principal Financial (PFG) 0.0 $381k 4.8k 79.43
Sap Se Spon Adr (SAP) 0.0 $381k 1.3k 304.10
Select Sector Spdr Tr Financial (XLF) 0.0 $378k 7.2k 52.37
Southern Copper Corporation (SCCO) 0.0 $376k 3.7k 101.17
Medtronic SHS (MDT) 0.0 $373k 4.3k 87.17
Relx Sponsored Adr (RELX) 0.0 $371k 6.8k 54.34
Green Brick Partners (GRBK) 0.0 $370k 5.9k 62.88
Vanguard Wellington Us Value Factr (VFVA) 0.0 $369k 3.1k 118.30
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $368k 7.1k 52.06
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $367k 8.6k 42.74
Dycom Industries (DY) 0.0 $366k 1.5k 244.39
FedEx Corporation (FDX) 0.0 $366k 1.6k 227.33
Akamai Technologies (AKAM) 0.0 $361k 4.5k 79.76
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $360k 1.7k 217.39
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $360k 13k 28.05
Gulfport Energy Corp Common Shares (GPOR) 0.0 $359k 1.8k 201.17
BJ's Restaurants (BJRI) 0.0 $358k 8.0k 44.60
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.0 $355k 3.7k 95.33
Spotify Technology S A SHS (SPOT) 0.0 $352k 459.00 767.34
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $352k 2.7k 132.14
Extra Space Storage (EXR) 0.0 $352k 2.4k 147.45
O'reilly Automotive (ORLY) 0.0 $351k 3.9k 90.13
Wabtec Corporation (WAB) 0.0 $350k 1.7k 209.35
Aveanna Healthcare Hldgs (AVAH) 0.0 $350k 67k 5.23
Schwab Strategic Tr Fundamental Us B (FNDB) 0.0 $350k 15k 23.98
Yum! Brands (YUM) 0.0 $350k 2.4k 148.16
Iron Mountain (IRM) 0.0 $349k 3.4k 102.59
Chubb (CB) 0.0 $349k 1.2k 289.72
Kirby Corporation (KEX) 0.0 $344k 3.0k 113.43
Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $342k 10k 32.91
Ameren Corporation (AEE) 0.0 $340k 3.5k 96.04
Cameco Corporation (CCJ) 0.0 $338k 4.6k 74.23
Crown Castle Intl (CCI) 0.0 $338k 3.3k 102.73
Jd.com Spon Ads Cl A (JD) 0.0 $335k 10k 32.64
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $334k 170k 1.96
Select Sector Spdr Tr Energy (XLE) 0.0 $334k 3.9k 84.80
Coreweave Com Cl A (CRWV) 0.0 $334k 2.0k 163.06
Miller Inds Inc Tenn Com New (MLR) 0.0 $334k 7.5k 44.46
Air Products & Chemicals (APD) 0.0 $333k 1.2k 282.06
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $331k 1.7k 197.17
Canadian Natl Ry (CNI) 0.0 $331k 3.2k 104.04
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $328k 2.4k 134.79
Huntington Bancshares Incorporated (HBAN) 0.0 $324k 19k 16.76
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $324k 2.9k 113.41
Manulife Finl Corp (MFC) 0.0 $323k 10k 31.96
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $323k 13k 25.69
Inhibrx Biosciences (INBX) 0.0 $322k 23k 14.27
Labcorp Holdings Com Shs (LH) 0.0 $321k 1.2k 262.51
Ishares Tr Select Divid Etf (DVY) 0.0 $317k 2.4k 132.81
Snap-on Incorporated (SNA) 0.0 $316k 1.0k 311.18
Atlassian Corporation Cl A (TEAM) 0.0 $314k 1.5k 203.09
Amphenol Corp Cl A (APH) 0.0 $312k 3.2k 98.75
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $312k 5.6k 55.41
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $311k 2.9k 107.70
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.0 $310k 12k 25.85
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.0 $309k 3.9k 79.77
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $309k 2.5k 123.60
Regions Financial Corporation (RF) 0.0 $307k 13k 23.52
Robinhood Mkts Com Cl A (HOOD) 0.0 $305k 3.3k 93.63
D.R. Horton (DHI) 0.0 $305k 2.4k 128.93
American Water Works (AWK) 0.0 $301k 2.2k 139.13
Occidental Petroleum Corporation (OXY) 0.0 $301k 7.2k 42.01
Kellogg Company (K) 0.0 $301k 3.8k 79.53
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $300k 7.1k 42.05
Ishares Tr Msci India Etf (INDA) 0.0 $300k 5.4k 55.68
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.0 $299k 7.4k 40.67
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $299k 10k 29.37
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.0 $297k 6.1k 48.45
Icici Bank Adr (IBN) 0.0 $297k 8.8k 33.64
Textron (TXT) 0.0 $296k 3.7k 80.29
Phibro Animal Health Corp Cl A Com (PAHC) 0.0 $295k 12k 25.54
Ishares Tr Us Consm Staples (IYK) 0.0 $292k 4.1k 70.49
RBB Motley Fool Gbl (TMFG) 0.0 $290k 9.5k 30.39
Cal Maine Foods Com New (CALM) 0.0 $286k 2.9k 99.63
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $283k 21k 13.72
Vanguard World Consum Dis Etf (VCR) 0.0 $282k 779.00 362.29
Teck Resources CL B (TECK) 0.0 $281k 7.0k 40.38
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.0 $280k 9.7k 28.86
Spdr Series Trust Portfli Intrmdit (SPTI) 0.0 $279k 9.7k 28.77
Moody's Corporation (MCO) 0.0 $279k 556.00 501.59
Ishares Tr Core High Dv Etf (HDV) 0.0 $279k 2.4k 117.17
Embecta Corp Common Stock (EMBC) 0.0 $277k 29k 9.69
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $277k 9.3k 29.82
Volatility Shs Tr 2x Bitcoin Strat (BITX) 0.0 $277k 5.1k 54.02
Proshares Tr Pshs Ultra Tech (ROM) 0.0 $276k 3.6k 76.10
Cincinnati Financial Corporation (CINF) 0.0 $275k 1.8k 148.92
Wheaton Precious Metals Corp (WPM) 0.0 $274k 3.1k 89.80
M/I Homes (MHO) 0.0 $274k 2.4k 112.12
Quanta Services (PWR) 0.0 $272k 718.00 378.08
Cemex Sab De Cv Spon Adr New (CX) 0.0 $270k 39k 6.93
Ubs Group SHS (UBS) 0.0 $269k 7.9k 33.82
McGrath Rent (MGRC) 0.0 $267k 2.3k 115.97
Nu Hldgs Ord Shs Cl A (NU) 0.0 $265k 19k 13.72
Otis Worldwide Corp (OTIS) 0.0 $264k 2.7k 99.01
MGM Resorts International. (MGM) 0.0 $262k 7.6k 34.39
Open Text Corp (OTEX) 0.0 $261k 8.9k 29.20
Galapagos Nv Spon Adr (GLPG) 0.0 $261k 9.3k 27.99
Teradyne (TER) 0.0 $260k 2.9k 89.92
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $258k 650.00 396.54
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $257k 8.3k 31.09
General Motors Company (GM) 0.0 $256k 5.2k 49.23
Caredx (CDNA) 0.0 $255k 13k 19.54
Applovin Corp Com Cl A (APP) 0.0 $253k 722.00 350.08
Cognizant Technology Solutio Cl A (CTSH) 0.0 $246k 3.2k 78.03
Aon Shs Cl A (AON) 0.0 $246k 690.00 356.76
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $246k 3.3k 74.08
Verisign (VRSN) 0.0 $245k 849.00 288.81
Cintas Corporation (CTAS) 0.0 $245k 1.1k 222.87
Ishares Tr Core 60/40 Balan (AOR) 0.0 $243k 4.0k 61.57
Boise Cascade (BCC) 0.0 $243k 2.8k 86.82
Powell Industries (POWL) 0.0 $242k 1.2k 210.45
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $242k 5.5k 44.14
EQT Corporation (EQT) 0.0 $237k 4.1k 58.32
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.0 $237k 4.1k 57.42
F5 Networks (FFIV) 0.0 $236k 800.00 294.32
W.R. Berkley Corporation (WRB) 0.0 $235k 3.2k 73.47
Ishares Em Mkts Div Etf (DVYE) 0.0 $234k 8.2k 28.65
Domino's Pizza (DPZ) 0.0 $233k 517.00 450.83
Take-Two Interactive Software (TTWO) 0.0 $232k 957.00 242.85
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $232k 2.0k 117.72
Unity Software (U) 0.0 $232k 9.6k 24.20
Nv5 Holding (NVEE) 0.0 $231k 10k 23.09
Norfolk Southern (NSC) 0.0 $231k 902.00 255.97
Kraft Heinz (KHC) 0.0 $230k 8.9k 25.82
Roblox Corp Cl A (RBLX) 0.0 $230k 2.2k 105.20
Sea Sponsord Ads (SE) 0.0 $229k 1.4k 159.94
Valero Energy Corporation (VLO) 0.0 $229k 1.7k 134.43
Hormel Foods Corporation (HRL) 0.0 $229k 7.6k 30.25
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $228k 3.7k 61.85
Pegasystems (PEGA) 0.0 $227k 4.2k 54.13
Genuine Parts Company (GPC) 0.0 $226k 1.9k 121.31
Leidos Holdings (LDOS) 0.0 $225k 1.4k 157.76
Bhp Group Sponsored Ads (BHP) 0.0 $224k 4.7k 48.09
Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $224k 3.1k 72.69
Dover Corporation (DOV) 0.0 $224k 1.2k 183.23
Snowflake Cl A (SNOW) 0.0 $224k 1.0k 224.00
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $223k 3.6k 62.74
Shift4 Pmts Cl A (FOUR) 0.0 $223k 2.3k 99.11
Black Stone Minerals Com Unit (BSM) 0.0 $222k 17k 13.08
Maplebear (CART) 0.0 $222k 4.9k 45.24
Ralph Lauren Corp Cl A (RL) 0.0 $222k 808.00 274.28
Ford Motor Company (F) 0.0 $221k 20k 10.86
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $220k 4.1k 53.29
Target Corporation (TGT) 0.0 $219k 2.2k 98.64
Kinsale Cap Group (KNSL) 0.0 $218k 450.00 483.99
Aptiv Com Shs (APTV) 0.0 $218k 3.2k 68.22
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $218k 2.4k 92.59
Las Vegas Sands (LVS) 0.0 $218k 5.0k 43.51
Oklo Com Cl A (OKLO) 0.0 $218k 3.9k 55.99
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $217k 7.9k 27.40
Arthur J. Gallagher & Co. (AJG) 0.0 $217k 677.00 320.12
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $217k 5.5k 39.56
Guggenheim Strategic Opportu Com Sbi (GOF) 0.0 $217k 15k 14.89
Teekay Corporation SHS (TK) 0.0 $216k 26k 8.25
Proshares Tr S&p Mdcp 400 Div (REGL) 0.0 $216k 2.6k 81.54
La-Z-Boy Incorporated (LZB) 0.0 $215k 5.8k 37.17
Totalenergies Se Sponsored Ads (TTE) 0.0 $215k 3.5k 61.39
Trip Com Group Ads (TCOM) 0.0 $215k 3.7k 58.64
Steris Shs Usd (STE) 0.0 $215k 893.00 240.22
Nmi Hldgs Inc cl a (NMIH) 0.0 $213k 5.0k 42.19
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $213k 4.0k 52.76
Epam Systems (EPAM) 0.0 $212k 1.2k 176.82
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $212k 2.3k 92.18
Cadence Design Systems (CDNS) 0.0 $211k 684.00 308.15
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $210k 5.1k 40.78
Old National Ban (ONB) 0.0 $209k 9.8k 21.34
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $209k 5.6k 37.51
Federal Signal Corporation (FSS) 0.0 $208k 2.0k 106.42
Heidrick & Struggles International (HSII) 0.0 $208k 4.6k 45.76
Bofi Holding (AX) 0.0 $208k 2.7k 76.04
Avery Dennison Corporation (AVY) 0.0 $207k 1.2k 175.47
D R S Technologies (DRS) 0.0 $207k 4.5k 46.48
Dropbox Cl A (DBX) 0.0 $206k 7.2k 28.60
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $206k 2.4k 85.21
Universal Insurance Holdings (UVE) 0.0 $206k 7.4k 27.73
Public Storage (PSA) 0.0 $205k 699.00 293.42
Ishares Tr S&p 100 Etf (OEF) 0.0 $205k 673.00 304.35
Skyward Specialty Insurance Gr (SKWD) 0.0 $205k 3.5k 57.79
IDEXX Laboratories (IDXX) 0.0 $204k 381.00 536.34
Ishares Tr Intrm Gov Cr Etf (GVI) 0.0 $203k 1.9k 106.79
Dupont De Nemours (DD) 0.0 $202k 2.9k 68.59
Methanex Corp (MEOH) 0.0 $200k 6.1k 33.10
Innovator Etfs Trust S&p Invt Grd Pfd (EPRF) 0.0 $195k 11k 17.63
Adapthealth Corp Common Stock (AHCO) 0.0 $182k 19k 9.43
Northwest Bancshares (NWBI) 0.0 $177k 14k 12.78
Walgreen Boots Alliance 0.0 $177k 15k 11.48
Zhihu Sponsored Ads (ZH) 0.0 $172k 43k 3.98
Fidelis Insurance Holdings L (FIHL) 0.0 $172k 10k 16.58
Mednax (MD) 0.0 $171k 12k 14.35
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $171k 13k 13.11
AngioDynamics (ANGO) 0.0 $166k 17k 9.92
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $160k 29k 5.56
Direxion Shs Etf Tr Daily Tsla 2x Sh (TSLL) 0.0 $159k 14k 11.81
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $158k 10k 15.11
Wipro Spon Adr 1 Sh (WIT) 0.0 $153k 51k 3.02
Algoma Stl Group (ASTL) 0.0 $150k 22k 6.89
Orthofix Medical (OFIX) 0.0 $148k 13k 11.15
American Airls (AAL) 0.0 $141k 13k 11.22
Ezcorp Cl A Non Vtg (EZPW) 0.0 $139k 10k 13.88
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $133k 15k 8.75
Omeros Corporation (OMER) 0.0 $122k 41k 3.00
Aegon Amer Reg 1 Cert (AEG) 0.0 $120k 17k 7.24
Lg Display Spons Adr Rep (LPL) 0.0 $103k 30k 3.42
Rumble Com Cl A (RUM) 0.0 $90k 10k 8.98
Quantumscape Corp Com Cl A (QS) 0.0 $80k 12k 6.72
JetBlue Airways Corporation (JBLU) 0.0 $79k 19k 4.23
Xeris Pharmaceuticals (XERS) 0.0 $64k 14k 4.67
Nio Spon Ads (NIO) 0.0 $45k 13k 3.43
Direxion Shs Etf Tr Daily Finl Bear (FAZ) 0.0 $44k 10k 4.39
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $43k 10k 4.25
Standard Lithium Corp equities (SLI) 0.0 $27k 14k 1.96
Clean Energy Fuels (CLNE) 0.0 $22k 11k 1.95
Cognition Therapeutics (CGTX) 0.0 $15k 48k 0.31
Cbak Energy Technology (CBAT) 0.0 $12k 10k 1.18
Mobix Labs *w Exp 99/99/999 (MOBXW) 0.0 $1.3k 13k 0.10