Evelyn Partners Asset Management

Evelyn Partners Asset Management as of March 31, 2026

Portfolio Holdings for Evelyn Partners Asset Management

Evelyn Partners Asset Management holds 308 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
Spdr Gold Tr Gold Shs (GLD) 6.5 $27M 62k 430.29
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 5.3 $22M 156k 138.32
Vaneck Etf Trust Gold Miners Etf (GDX) 4.2 $17M 186k 91.77
Microsoft Corporation (MSFT) 3.7 $15M 40k 370.17
Alphabet Cap Stk Cl A (GOOGL) 3.2 $13M 45k 287.56
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 2.9 $12M 121k 97.73
Amazon (AMZN) 2.9 $12M 56k 208.27
Visa Com Cl A (V) 2.7 $11M 37k 302.24
Vanguard World Energy Etf (VDE) 2.7 $11M 64k 173.04
Apple (AAPL) 2.5 $10M 40k 253.79
Stryker Corporation (SYK) 2.4 $9.7M 29k 328.59
Booking Holdings (BKNG) 2.3 $9.4M 2.2k 4210.16
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.3 $9.2M 114k 80.58
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 2.2 $9.0M 297k 30.15
Global X Fds Global X Uranium (URA) 2.2 $8.8M 182k 48.43
Etfs Gold Tr Physcl Gold Shs (SGOL) 2.0 $8.1M 182k 44.62
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 2.0 $8.0M 24k 337.95
Mastercard Incorporated Cl A (MA) 1.9 $7.8M 16k 499.66
Automatic Data Processing (ADP) 1.8 $7.4M 36k 203.18
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $7.4M 26k 287.18
Waters Corporation (WAT) 1.8 $7.3M 25k 297.80
Walt Disney Company (DIS) 1.8 $7.1M 74k 96.38
Cme (CME) 1.7 $6.9M 23k 295.35
Ishares Gold Tr Ishares New (IAU) 1.7 $6.7M 76k 88.16
Intuit (INTU) 1.6 $6.6M 15k 432.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $6.6M 11k 597.52
AutoZone (AZO) 1.6 $6.3M 1.9k 3377.78
Zoetis Cl A (ZTS) 1.5 $6.0M 51k 118.21
Relx Sponsored Adr (RELX) 1.3 $5.2M 158k 33.15
Ishares Msci World Etf (URTH) 1.3 $5.2M 29k 180.02
Unilever Spon Adr New (UL) 1.3 $5.1M 90k 56.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $5.1M 11k 479.20
Accenture Plc Ireland Shs Class A (ACN) 1.2 $4.9M 25k 198.29
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) 1.2 $4.9M 106k 46.02
Johnson & Johnson (JNJ) 1.1 $4.3M 18k 244.44
Astrazeneca Ord (AZN) 1.0 $3.9M 20k 193.84
NVIDIA Corporation (NVDA) 0.9 $3.8M 22k 174.40
Meta Platforms Cl A (META) 0.8 $3.3M 5.8k 572.13
Arista Networks Com Shs (ANET) 0.8 $3.2M 26k 122.78
Ishares Tr Russell 3000 Etf (IWV) 0.7 $3.0M 8.1k 370.66
Chubb (CB) 0.7 $2.8M 8.6k 325.93
Asml Hldg Nv N Y Registry Shs (ASML) 0.7 $2.8M 2.1k 1320.83
Ferrari Nv Ord (RACE) 0.6 $2.5M 7.5k 338.61
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $2.5M 3.8k 650.26
Intuitive Surgical Com New (ISRG) 0.6 $2.3M 4.9k 460.99
McDonald's Corporation (MCD) 0.6 $2.3M 7.2k 310.79
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $2.1M 15k 138.37
Diageo Spon Adr New (DEO) 0.5 $2.0M 27k 74.45
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.9M 2.9k 653.21
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.8M 7.4k 247.99
Rio Tinto Sponsored Adr (RIO) 0.4 $1.7M 18k 93.29
Graham Hldgs Com Cl B (GHC) 0.4 $1.7M 1.6k 1057.26
Mondelez Intl Cl A (MDLZ) 0.4 $1.6M 29k 57.64
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.4 $1.6M 23k 71.61
Micron Technology (MU) 0.3 $1.4M 4.1k 337.84
Novo-nordisk A S Adr (NVO) 0.3 $1.3M 36k 36.75
Eli Lilly & Co. (LLY) 0.3 $1.3M 1.4k 919.77
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $1.3M 16k 82.57
PPG Industries (PPG) 0.3 $1.1M 11k 106.88
Motorola Solutions Com New (MSI) 0.3 $1.1M 2.4k 433.97
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $1.1M 11k 95.44
Alphabet Cap Stk Cl C (GOOG) 0.2 $931k 3.2k 286.86
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $912k 8.8k 103.43
Bank of America Corporation (BAC) 0.2 $863k 18k 48.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $818k 2.5k 320.81
Exxon Mobil Corporation (XOM) 0.2 $809k 4.8k 169.66
Cisco Systems (CSCO) 0.2 $783k 10k 77.59
Spdr Series Trust State Street Spd (SDY) 0.2 $760k 5.2k 145.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $702k 9.5k 73.64
Franco-Nevada Corporation (FNV) 0.2 $668k 2.7k 247.23
Corteva (CTVA) 0.2 $642k 7.7k 83.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $641k 1.5k 426.40
Coca-Cola Company (KO) 0.1 $606k 8.0k 76.05
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $557k 2.6k 213.67
Wheaton Precious Metals Corp (WPM) 0.1 $551k 4.2k 131.13
Sanofi Sa Sponsored Adr (SNY) 0.1 $502k 10k 48.18
Spdr Series Trust State Street Spd (SHM) 0.1 $482k 10k 47.83
Palantir Technologies Cl A (PLTR) 0.1 $451k 3.1k 146.28
Ishares Tr Core High Dv Etf (HDV) 0.1 $448k 3.3k 135.72
Ishares Tr Tips Bd Etf (TIP) 0.1 $428k 3.9k 110.36
Nextera Energy (NEE) 0.1 $404k 4.4k 92.88
Matson (MATX) 0.1 $377k 2.3k 163.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $372k 6.9k 54.05
Abbvie (ABBV) 0.1 $350k 1.6k 217.49
Ishares Msci Japan Etf (EWJ) 0.1 $343k 4.1k 84.44
White Mountains Insurance Gp (WTM) 0.1 $338k 154.00 2196.96
First Tr Exchange-traded Cloud Computing (SKYY) 0.1 $321k 2.9k 109.36
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $320k 1.5k 215.06
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $311k 1.3k 234.03
Raytheon Technologies Corp (RTX) 0.1 $300k 1.6k 192.90
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $294k 720.00 407.69
Procter & Gamble Company (PG) 0.1 $276k 1.9k 144.44
Vanguard Index Fds Small Cp Etf (VB) 0.1 $274k 1.0k 261.92
Ishares Tr U.s. Tech Etf (IYW) 0.1 $263k 1.4k 181.42
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $249k 8.6k 29.08
Trip Com Group Ads (TCOM) 0.1 $245k 4.9k 49.79
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $244k 2.2k 109.69
JPMorgan Chase & Co. (JPM) 0.1 $237k 805.00 294.16
Ishares Msci Pac Jp Etf (EPP) 0.1 $236k 4.4k 53.14
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.1 $236k 3.8k 62.68
Netflix (NFLX) 0.1 $231k 2.4k 96.15
Ishares Tr National Mun Etf (MUB) 0.1 $222k 2.1k 106.15
Costco Wholesale Corporation (COST) 0.1 $211k 212.00 996.43
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $207k 4.5k 46.47
Take-Two Interactive Software (TTWO) 0.1 $207k 1.0k 197.50
Pepsi (PEP) 0.1 $206k 1.3k 155.29
Ishares Tr Core Msci Eafe (IEFA) 0.1 $206k 2.3k 90.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $204k 3.2k 64.08
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $191k 1.6k 118.60
Dow (DOW) 0.0 $189k 4.5k 41.65
S&p Global (SPGI) 0.0 $180k 423.00 425.34
Vaneck Etf Trust Biotech Etf (BBH) 0.0 $177k 941.00 188.02
Blackstone Group Inc Com Cl A (BX) 0.0 $173k 1.5k 114.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $167k 2.5k 67.53
American Electric Power Company (AEP) 0.0 $164k 1.3k 131.08
Paypal Holdings (PYPL) 0.0 $161k 3.6k 45.23
Spdr Series Trust State Street Spd (HYMB) 0.0 $150k 6.1k 24.80
Amphenol Corp Cl A (APH) 0.0 $148k 1.2k 126.35
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $148k 1.1k 132.90
Qnity Electronics Common Stock (Q) 0.0 $145k 1.3k 115.38
Triple Flag Precious Metals (TFPM) 0.0 $139k 4.0k 34.70
Goldman Sachs (GS) 0.0 $135k 160.00 845.99
Intercontinental Exchange (ICE) 0.0 $132k 839.00 157.28
Roper Industries (ROP) 0.0 $129k 365.00 353.86
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $129k 1.1k 118.62
Servicenow (NOW) 0.0 $128k 1.2k 104.55
Wal-Mart Stores (WMT) 0.0 $126k 1.0k 124.28
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $117k 1.4k 82.43
Dupont De Nemours 0.0 $116k 2.5k 45.80
Nike CL B (NKE) 0.0 $112k 2.1k 52.82
Vaneck Etf Trust Agribusiness Etf (MOO) 0.0 $108k 1.3k 84.50
Morgan Stanley Com New (MS) 0.0 $108k 653.00 164.57
Colgate-Palmolive Company (CL) 0.0 $106k 1.2k 85.23
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $106k 425.00 248.84
Electronic Arts (EA) 0.0 $104k 510.00 203.87
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $102k 1.4k 71.73
Hca Holdings (HCA) 0.0 $98k 207.00 473.24
Progressive Corporation (PGR) 0.0 $96k 485.00 198.24
Thermo Fisher Scientific (TMO) 0.0 $92k 187.00 491.53
Monolithic Power Systems (MPWR) 0.0 $92k 84.00 1093.35
Otis Worldwide Corp (OTIS) 0.0 $89k 1.2k 77.08
Adobe Systems Incorporated (ADBE) 0.0 $88k 362.00 243.08
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $85k 1.4k 58.54
Home Depot (HD) 0.0 $85k 257.00 328.89
American Express Company (AXP) 0.0 $83k 275.00 302.48
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $81k 2.7k 30.50
MasTec (MTZ) 0.0 $80k 250.00 321.74
CRH Ord (CRH) 0.0 $79k 750.00 105.12
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $78k 1.3k 59.55
Crowdstrike Hldgs Cl A (CRWD) 0.0 $75k 191.00 390.41
Sap Se Spon Adr (SAP) 0.0 $73k 426.00 171.21
CSX Corporation (CSX) 0.0 $71k 1.7k 41.05
Chemours (CC) 0.0 $71k 3.2k 22.03
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $70k 483.00 145.74
Spdr Series Trust State Street Spd (SHE) 0.0 $68k 531.00 127.81
Becton, Dickinson and (BDX) 0.0 $66k 418.00 157.23
UnitedHealth (UNH) 0.0 $64k 237.00 270.59
Vanguard Index Fds Value Etf (VTV) 0.0 $63k 320.00 196.20
salesforce (CRM) 0.0 $62k 332.00 186.67
Vanguard Index Fds Growth Etf (VUG) 0.0 $61k 140.00 436.79
Texas Instruments Incorporated (TXN) 0.0 $60k 311.00 194.14
Eaton Corp SHS (ETN) 0.0 $59k 165.00 357.67
American Tower Reit (AMT) 0.0 $59k 340.00 172.58
Ishares Msci Eurzone Etf (EZU) 0.0 $58k 932.00 62.64
Greenbrier Companies (GBX) 0.0 $54k 1.0k 52.65
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $54k 1.3k 43.13
Loews Corporation (L) 0.0 $54k 503.00 106.74
Ishares Tr Msci Uk Etf New (EWU) 0.0 $53k 1.2k 45.56
General Dynamics Corporation (GD) 0.0 $53k 153.00 343.22
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $52k 544.00 96.29
Te Connectivity Ord Shs (TEL) 0.0 $52k 247.00 209.02
Northrop Grumman Corporation (NOC) 0.0 $48k 71.00 682.24
Equinix (EQIX) 0.0 $48k 49.00 980.24
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $48k 508.00 93.54
Bristol Myers Squibb (BMY) 0.0 $46k 764.00 60.65
Spdr Series Trust State Street Spd (SPYV) 0.0 $46k 806.00 56.58
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $44k 357.00 124.31
Ishares Tr Esg Optimized (SUSA) 0.0 $44k 335.00 132.10
Charles Schwab Corporation (SCHW) 0.0 $44k 467.00 93.98
Seabridge Gold (SA) 0.0 $43k 1.5k 28.35
Ishares Tr Select Divid Etf (DVY) 0.0 $42k 280.00 151.41
ON Semiconductor (ON) 0.0 $41k 666.00 61.92
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $40k 104.00 383.40
Tractor Supply Company (TSCO) 0.0 $40k 875.00 45.30
Kimberly-Clark Corporation (KMB) 0.0 $39k 405.00 96.47
Monster Beverage Corp (MNST) 0.0 $39k 534.00 72.46
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $38k 2.1k 18.29
Pfizer (PFE) 0.0 $38k 1.4k 28.08
Hyatt Hotels Corp Com Cl A (H) 0.0 $38k 262.00 143.79
Sunbelt Rentals Holdings SHS (SUNB) 0.0 $36k 550.00 65.09
Spdr Series Trust State Street Spd (SPYG) 0.0 $35k 361.00 97.91
Nxp Semiconductors N V (NXPI) 0.0 $35k 177.00 196.86
Foghorn Therapeutics (FHTX) 0.0 $34k 7.1k 4.78
Autodesk (ADSK) 0.0 $34k 141.00 239.40
Honeywell International 0.0 $34k 149.00 226.03
Listed Fds Tr Horizon Kinetics (INFL) 0.0 $33k 641.00 52.06
Ishares Core Msci Emkt (IEMG) 0.0 $33k 477.00 69.75
Sony Group Corp Sponsored Adr (SONY) 0.0 $33k 1.6k 20.70
Abbott Laboratories (ABT) 0.0 $33k 322.00 102.67
Nasdaq Omx (NDAQ) 0.0 $33k 387.00 84.89
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $33k 660.00 49.37
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $32k 220.00 146.61
D.R. Horton (DHI) 0.0 $32k 231.00 137.22
Starbucks Corporation (SBUX) 0.0 $32k 353.00 89.59
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.0 $31k 1.4k 22.25
Cbre Group Cl A (CBRE) 0.0 $31k 229.00 135.46
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.0 $30k 675.00 44.85
Teledyne Technologies Incorporated (TDY) 0.0 $30k 50.00 605.02
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $30k 272.00 108.99
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $29k 224.00 128.12
Principal Exchange Traded Spectrum Pfd (PREF) 0.0 $28k 1.5k 18.82
Comcast Corp Cl A (CMCSA) 0.0 $28k 973.00 28.71
Shell Spon Ads (SHEL) 0.0 $26k 276.00 93.00
Applied Materials (AMAT) 0.0 $25k 72.00 341.79
Ishares Tr Core Div Grwth (DGRO) 0.0 $24k 340.00 70.18
Axon Enterprise (AXON) 0.0 $23k 55.00 424.69
Republic Services (RSG) 0.0 $23k 104.00 219.02
Newmont Mining Corporation (NEM) 0.0 $23k 209.00 108.25
Ishares Tr S&p 100 Etf (OEF) 0.0 $23k 71.00 318.07
Pimco Dynamic Income SHS (PDI) 0.0 $22k 1.3k 17.11
Chevron Corporation (CVX) 0.0 $21k 103.00 206.90
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $21k 47.00 446.53
Pan American Silver Corp Can (PAAS) 0.0 $21k 383.00 54.63
Danaher Corporation (DHR) 0.0 $20k 106.00 189.60
First Tr Exchange Traded Nasdq Artfcial (ROBT) 0.0 $19k 409.00 46.16
Tesla Motors (TSLA) 0.0 $19k 50.00 371.76
Sba Communications Corp Cl A (SBAC) 0.0 $18k 106.00 172.11
Spdr Series Trust State Street Spd (XBI) 0.0 $17k 131.00 127.73
MetLife (MET) 0.0 $17k 236.00 70.72
Columbia Etf Tr Ii India Consmr Etf (INCO) 0.0 $17k 300.00 54.97
Williams Companies (WMB) 0.0 $16k 223.00 72.78
Broadcom (AVGO) 0.0 $16k 51.00 309.51
Cohen & Steers Quality Income Realty (RQI) 0.0 $16k 1.3k 12.05
Global X Fds Lithium Btry Etf (LIT) 0.0 $15k 200.00 74.35
Ecolab (ECL) 0.0 $14k 54.00 266.02
Merck & Co (MRK) 0.0 $14k 118.00 120.29
L3harris Technologies (LHX) 0.0 $14k 41.00 345.15
Lockheed Martin Corporation (LMT) 0.0 $14k 23.00 604.39
SLB Com Stk (SLB) 0.0 $14k 267.00 51.39
Caterpillar (CAT) 0.0 $14k 19.00 708.47
Centene Corporation (CNC) 0.0 $13k 406.00 32.74
Waste Management (WM) 0.0 $13k 57.00 229.79
W.W. Grainger (GWW) 0.0 $13k 12.00 1090.83
McKesson Corporation (MCK) 0.0 $13k 15.00 865.33
Deere & Company (DE) 0.0 $12k 22.00 563.32
Cbre Clarion Global Real Estat re (IGR) 0.0 $12k 2.8k 4.39
Star Bulk Carriers Corp. Shs Par (SBLK) 0.0 $12k 536.00 22.97
Check Point Software Tech Lt Ord (CHKP) 0.0 $12k 86.00 142.85
BP Sponsored Adr (BP) 0.0 $12k 257.00 47.00
Altria (MO) 0.0 $12k 181.00 65.99
Wells Fargo & Company (WFC) 0.0 $12k 145.00 79.61
Blackrock (BLK) 0.0 $12k 12.00 961.75
AFLAC Incorporated (AFL) 0.0 $11k 102.00 109.71
3M Company (MMM) 0.0 $11k 76.00 145.22
Johnson Controls Internation SHS (JCI) 0.0 $11k 84.00 130.95
International Business Machines (IBM) 0.0 $11k 44.00 242.39
Philip Morris International (PM) 0.0 $10k 63.00 165.33
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $10k 33.00 313.82
Sherwin-Williams Company (SHW) 0.0 $10k 32.00 320.56
TJX Companies (TJX) 0.0 $10k 63.00 159.70
Allstate Corporation (ALL) 0.0 $10k 48.00 207.33
Datadog Cl A Com (DDOG) 0.0 $9.9k 84.00 118.05
Haleon Spon Ads (HLN) 0.0 $9.7k 971.00 10.01
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $9.5k 50.00 189.60
Pjt Partners Com Cl A (PJT) 0.0 $9.1k 65.00 139.72
ConocoPhillips (COP) 0.0 $8.7k 66.00 132.00
Travelers Companies (TRV) 0.0 $8.5k 29.00 291.69
O'reilly Automotive (ORLY) 0.0 $8.3k 90.00 92.31
Analog Devices (ADI) 0.0 $8.3k 26.00 318.15
IDEXX Laboratories (IDXX) 0.0 $7.9k 14.00 561.86
Oneok (OKE) 0.0 $7.9k 87.00 90.39
Marsh & McLennan Companies (MRSH) 0.0 $7.8k 45.00 173.44
Bio Rad Labs Cl A (BIO) 0.0 $7.5k 27.00 278.74
Palo Alto Networks (PANW) 0.0 $7.4k 46.00 160.33
Kinder Morgan (KMI) 0.0 $7.0k 209.00 33.53
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $6.3k 56.00 112.27
Global Payments (GPN) 0.0 $6.2k 92.00 67.30
Flowers Foods (FLO) 0.0 $5.9k 719.00 8.15
Freeport Mcmoran CL B (FCX) 0.0 $5.5k 93.00 58.78
Linde SHS (LIN) 0.0 $5.5k 11.00 495.73
Vulcan Materials Company (VMC) 0.0 $4.9k 18.00 272.28
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $4.9k 74.00 65.69
Verisk Analytics (VRSK) 0.0 $4.4k 23.00 189.74
Lowe's Companies (LOW) 0.0 $4.0k 17.00 236.29
Moody's Corporation (MCO) 0.0 $3.9k 9.00 436.22
Hubspot (HUBS) 0.0 $3.9k 16.00 244.12
Illinois Tool Works (ITW) 0.0 $3.9k 15.00 260.27
Markel Corporation (MKL) 0.0 $3.8k 2.00 1914.00
Aon Shs Cl A (AON) 0.0 $3.6k 11.00 322.82
Anthem (ELV) 0.0 $3.5k 12.00 292.75
Veralto Corp Com Shs (VLTO) 0.0 $3.3k 37.00 88.43
The Trade Desk Com Cl A (TTD) 0.0 $3.2k 142.00 22.69
Diamondback Energy (FANG) 0.0 $3.2k 16.00 197.81
Marathon Petroleum Corp (MPC) 0.0 $2.9k 12.00 244.17
Cheniere Energy Com New (LNG) 0.0 $2.6k 9.00 283.78
Digitalbridge Group Cl A New (DBRG) 0.0 $2.5k 164.00 15.42
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $2.3k 50.00 46.24
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $2.3k 12.00 191.83
Occidental Petroleum Corporation (OXY) 0.0 $2.1k 33.00 65.00
Docusign (DOCU) 0.0 $2.1k 45.00 47.40
Thomson Reuters Corp. 0.0 $2.1k 23.00 90.00
Solstice Advanced Matls Com Shs (SOLS) 0.0 $2.0k 26.00 76.15
Halliburton Company (HAL) 0.0 $1.7k 44.00 39.00
Alcon Ord Shs (ALC) 0.0 $1.5k 20.00 75.40
Versant Media Group Com Cl A (VSNT) 0.0 $1.4k 37.00 37.03
F&g Annuities & Life Common Stock (FG) 0.0 $227.999700 9.00 25.33
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $129.999800 7.00 18.57
Exelon Corporation (EXC) 0.0 $49.000000 1.00 49.00