Evercore Wealth Management

Evercore Wealth Management as of March 31, 2026

Portfolio Holdings for Evercore Wealth Management

Evercore Wealth Management holds 418 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
Apple (AAPL) 6.0 $382M 1.5M 253.79
NVIDIA Corporation (NVDA) 6.0 $381M 2.2M 174.40
Microsoft Corporation (MSFT) 4.6 $290M 784k 370.17
Alphabet Cap Stk Cl C (GOOG) 4.0 $255M 887k 286.86
Amazon (AMZN) 3.7 $234M 1.1M 208.27
Alphabet Cap Stk Cl A (GOOGL) 3.2 $205M 714k 287.56
Mastercard Incorporated Cl A (MA) 3.1 $196M 392k 499.66
Morgan Stanley Com New (MS) 3.0 $194M 1.2M 164.57
Comfort Systems USA (FIX) 2.9 $185M 134k 1378.99
AutoZone (AZO) 2.7 $174M 51k 3377.78
Williams Companies (WMB) 2.7 $173M 2.4M 72.78
JPMorgan Chase & Co. (JPM) 2.5 $157M 532k 294.16
Blackstone Group Inc Com Cl A (BX) 2.4 $155M 1.3M 114.99
Home Depot (HD) 2.2 $142M 432k 328.89
Chubb (CB) 2.2 $137M 421k 325.93
Cbre Group Cl A (CBRE) 2.1 $134M 987k 135.46
Thermo Fisher Scientific (TMO) 2.1 $131M 267k 491.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $124M 258k 479.20
Viking Holdings Ord Shs (VIK) 1.9 $123M 1.7M 73.48
Blackrock (BLK) 1.6 $102M 106k 961.71
Costco Wholesale Corporation (COST) 1.6 $100M 100k 996.43
Wisdomtree Tr Us Largecap Divd (DLN) 1.5 $94M 1.0M 89.33
Uber Technologies (UBER) 1.3 $83M 1.2M 71.93
EOG Resources (EOG) 1.2 $79M 549k 144.57
Generac Holdings (GNRC) 1.2 $75M 386k 195.33
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $75M 116k 650.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $75M 126k 597.55
Spotify Technology S A SHS (SPOT) 1.2 $73M 151k 484.91
Sharkninja Com Shs (SN) 1.1 $71M 670k 105.90
Builders FirstSource (BLDR) 1.0 $66M 803k 82.33
Progressive Corporation (PGR) 1.0 $63M 317k 198.24
American Tower Reit (AMT) 0.9 $60M 346k 172.58
Ares Capital Corporation (ARCC) 0.9 $56M 3.1M 18.02
Ishares Gold Tr Ishares New (IAU) 0.9 $55M 621k 88.16
Crocs (CROX) 0.8 $53M 638k 83.02
Ishares Tr Core S&p500 Etf (IVV) 0.8 $52M 80k 653.21
Adobe Systems Incorporated (ADBE) 0.8 $49M 203k 243.08
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.8 $49M 308k 158.58
MercadoLibre (MELI) 0.7 $46M 27k 1729.02
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $45M 601k 75.10
TJX Companies (TJX) 0.7 $43M 272k 159.70
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.6 $39M 776k 50.37
World Gold Tr Spdr Gld Minis (GLDM) 0.6 $37M 395k 92.69
Johnson & Johnson (JNJ) 0.5 $33M 133k 244.44
Spdr Gold Tr Gold Shs (GLD) 0.5 $31M 72k 430.29
Sherwin-Williams Company (SHW) 0.5 $31M 96k 320.55
Chevron Corporation (CVX) 0.5 $30M 145k 206.90
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $26M 60k 426.40
Eli Lilly & Co. (LLY) 0.4 $25M 27k 919.77
UnitedHealth (UNH) 0.4 $23M 85k 270.59
Accenture Plc Ireland Shs Class A (ACN) 0.3 $19M 97k 198.29
Abbvie (ABBV) 0.3 $18M 82k 217.49
Ishares Tr Msci Eafe Etf (EFA) 0.3 $17M 179k 97.13
Nextera Energy (NEE) 0.3 $16M 175k 92.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $15M 240k 64.08
International Business Machines (IBM) 0.2 $15M 63k 242.39
Cisco Systems (CSCO) 0.2 $14M 175k 77.59
Tesla Motors (TSLA) 0.2 $13M 36k 371.75
Pepsi (PEP) 0.2 $13M 84k 155.29
Exxon Mobil Corporation (XOM) 0.2 $13M 76k 169.66
Roper Industries (ROP) 0.2 $13M 36k 353.86
McKesson Corporation (MCK) 0.2 $12M 14k 865.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $11M 209k 54.05
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $11M 59k 191.92
Ishares Tr Rus 1000 Etf (IWB) 0.2 $11M 32k 356.56
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $11M 135k 82.43
Automatic Data Processing (ADP) 0.2 $11M 54k 203.18
Merck & Co (MRK) 0.2 $11M 92k 120.29
McDonald's Corporation (MCD) 0.2 $11M 35k 310.79
Raytheon Technologies Corp (RTX) 0.2 $11M 55k 192.90
Coca-Cola Company (KO) 0.2 $10M 135k 76.05
Visa Com Cl A (V) 0.2 $10M 34k 302.24
Broadcom (AVGO) 0.2 $9.9M 32k 309.53
Stryker Corporation (SYK) 0.2 $9.9M 30k 328.59
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $9.8M 145k 67.53
Wal-Mart Stores (WMT) 0.2 $9.7M 78k 124.28
Ishares Tr Russell 2000 Etf (IWM) 0.2 $9.7M 39k 248.00
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $9.5M 15k 616.76
Abbott Laboratories (ABT) 0.1 $9.0M 88k 102.67
Procter & Gamble Company (PG) 0.1 $8.9M 62k 144.44
Oracle Corporation (ORCL) 0.1 $8.8M 60k 147.11
Jabil Circuit (JBL) 0.1 $8.7M 33k 265.63
Enterprise Products Partners (EPD) 0.1 $8.3M 220k 37.84
Applied Materials (AMAT) 0.1 $8.0M 23k 341.79
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $7.9M 11.00 718140.00
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $7.8M 59k 132.90
Texas Instruments Incorporated (TXN) 0.1 $7.8M 40k 194.14
MPLX Com Unit Rep Ltd (MPLX) 0.1 $7.5M 132k 57.07
Lowe's Companies (LOW) 0.1 $7.5M 32k 236.28
Amphenol Corp Cl A (APH) 0.1 $7.1M 56k 126.35
Caterpillar (CAT) 0.1 $6.3M 8.9k 708.46
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $6.3M 43k 146.61
Amgen (AMGN) 0.1 $6.3M 18k 351.85
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $6.2M 55k 113.11
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $6.0M 19k 320.81
Vanguard Index Fds Small Cp Etf (VB) 0.1 $6.0M 23k 261.92
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $5.8M 151k 38.42
Illinois Tool Works (ITW) 0.1 $5.6M 21k 260.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $5.5M 9.6k 577.18
Ecolab (ECL) 0.1 $5.5M 21k 266.02
Cloudflare Cl A Com (NET) 0.1 $5.3M 26k 206.34
Check Point Software Tech Lt Ord (CHKP) 0.1 $5.2M 36k 142.85
Union Pacific Corporation (UNP) 0.1 $4.8M 20k 242.62
salesforce (CRM) 0.1 $4.6M 25k 186.67
Palantir Technologies Cl A (PLTR) 0.1 $4.5M 31k 146.28
Vanguard Index Fds Growth Etf (VUG) 0.1 $4.5M 10k 436.79
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $4.4M 16k 287.18
Goldman Sachs (GS) 0.1 $4.4M 5.2k 845.99
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $4.2M 34k 124.31
Vanguard Index Fds Large Cap Etf (VV) 0.1 $4.2M 14k 298.85
Spdr Series Trust State Street Spd (SPTM) 0.1 $4.2M 53k 79.06
Philip Morris International (PM) 0.1 $4.1M 25k 165.34
Danaher Corporation (DHR) 0.1 $4.1M 22k 189.60
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $4.1M 41k 99.27
Emerson Electric (EMR) 0.1 $3.9M 30k 131.02
American Express Company (AXP) 0.1 $3.8M 13k 302.48
O'reilly Automotive (ORLY) 0.1 $3.8M 41k 92.31
Honeywell International (HON) 0.1 $3.7M 16k 226.03
Meta Platforms Cl A (META) 0.1 $3.6M 6.3k 572.11
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $3.5M 72k 49.37
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $3.5M 17k 211.15
Walt Disney Company (DIS) 0.1 $3.4M 36k 96.38
Netflix (NFLX) 0.1 $3.4M 36k 96.15
Duke Energy Corp Com New (DUK) 0.0 $3.2M 24k 130.94
Wells Fargo & Company (WFC) 0.0 $3.1M 39k 79.61
Travelers Companies (TRV) 0.0 $3.0M 10k 291.68
Ge Vernova (GEV) 0.0 $3.0M 3.5k 872.90
Church & Dwight (CHD) 0.0 $3.0M 32k 93.32
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $2.9M 30k 97.23
Ge Aerospace Com New (GE) 0.0 $2.9M 10k 283.77
AFLAC Incorporated (AFL) 0.0 $2.9M 26k 109.71
Pfizer (PFE) 0.0 $2.9M 102k 28.08
IDEXX Laboratories (IDXX) 0.0 $2.8M 5.0k 561.89
Lockheed Martin Corporation (LMT) 0.0 $2.8M 4.6k 604.40
Mettler-Toledo International (MTD) 0.0 $2.7M 2.2k 1261.20
Intercontinental Exchange (ICE) 0.0 $2.7M 17k 157.28
Centerspace (CSR) 0.0 $2.6M 46k 57.45
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $2.6M 12k 215.07
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $2.5M 26k 96.29
Select Sector Spdr Tr State Street Con (XLY) 0.0 $2.4M 22k 108.98
Qualcomm (QCOM) 0.0 $2.4M 18k 128.78
Parker-Hannifin Corporation (PH) 0.0 $2.3M 2.6k 895.24
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $2.3M 14k 161.73
Bank of America Corporation (BAC) 0.0 $2.3M 47k 48.75
RPM International (RPM) 0.0 $2.3M 23k 99.40
Medtronic SHS (MDT) 0.0 $2.2M 26k 86.65
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $2.2M 10k 213.67
Vanguard World Inf Tech Etf (VGT) 0.0 $2.2M 3.2k 697.72
Phillips 66 (PSX) 0.0 $2.2M 12k 182.18
Boeing Company (BA) 0.0 $2.2M 11k 199.03
Select Sector Spdr Tr State Street Com (XLC) 0.0 $2.2M 20k 110.86
Ishares Tr Select Divid Etf (DVY) 0.0 $2.1M 14k 151.41
Corning Incorporated (GLW) 0.0 $2.1M 16k 135.97
Colgate-Palmolive Company (CL) 0.0 $2.1M 24k 85.23
Starbucks Corporation (SBUX) 0.0 $2.1M 23k 89.59
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $2.0M 33k 61.26
Yum! Brands (YUM) 0.0 $2.0M 13k 155.48
Nike CL B (NKE) 0.0 $2.0M 38k 52.82
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $2.0M 14k 138.32
Ishares Tr Core Msci Eafe (IEFA) 0.0 $1.9M 21k 90.53
Target Corporation (TGT) 0.0 $1.9M 15k 121.20
Ishares Tr S&p 100 Etf (OEF) 0.0 $1.8M 5.8k 318.07
Marriott Intl Cl A (MAR) 0.0 $1.8M 5.6k 327.07
Kinder Morgan (KMI) 0.0 $1.8M 53k 33.53
3M Company (MMM) 0.0 $1.8M 12k 145.23
Ishares Tr Esg Optimized (SUSA) 0.0 $1.8M 13k 132.10
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $1.8M 36k 49.40
Otis Worldwide Corp (OTIS) 0.0 $1.7M 22k 77.08
Analog Devices (ADI) 0.0 $1.6M 5.2k 318.12
PNC Financial Services (PNC) 0.0 $1.6M 7.9k 208.09
Ishares Core Msci Emkt (IEMG) 0.0 $1.6M 23k 69.75
Sonoco Products Company (SON) 0.0 $1.6M 30k 54.09
Waste Management (WM) 0.0 $1.6M 7.0k 229.79
L3harris Technologies (LHX) 0.0 $1.6M 4.6k 345.15
Ishares Tr Russell 3000 Etf (IWV) 0.0 $1.6M 4.2k 370.69
SYSCO Corporation (SYY) 0.0 $1.6M 22k 71.33
Charles Schwab Corporation (SCHW) 0.0 $1.6M 17k 93.98
Select Sector Spdr Tr State Street Mat (XLB) 0.0 $1.5M 30k 49.97
Select Sector Spdr Tr State Street Con (XLP) 0.0 $1.5M 18k 81.98
Gilead Sciences (GILD) 0.0 $1.5M 11k 139.36
Spdr Series Trust State Street Spd (XAR) 0.0 $1.5M 5.9k 253.98
Carrier Global Corporation (CARR) 0.0 $1.5M 26k 56.31
Voyager Technologies Com Cl A (VOYG) 0.0 $1.5M 64k 23.39
Ishares Tr Core High Dv Etf (HDV) 0.0 $1.5M 11k 135.72
Intel Corporation (INTC) 0.0 $1.5M 33k 44.13
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.0 $1.4M 31k 45.87
Solaris Energy Infras Com Cl A (SEI) 0.0 $1.4M 25k 56.51
Marsh & McLennan Companies (MRSH) 0.0 $1.4M 8.0k 173.45
Equinix (EQIX) 0.0 $1.4M 1.4k 980.24
Zoetis Cl A (ZTS) 0.0 $1.4M 12k 118.21
Dover Corporation (DOV) 0.0 $1.4M 6.6k 208.45
Acuity Brands (AYI) 0.0 $1.4M 4.9k 280.22
ConocoPhillips (COP) 0.0 $1.4M 10k 132.00
Cdw (CDW) 0.0 $1.3M 11k 121.02
Nxp Semiconductors N V (NXPI) 0.0 $1.3M 6.8k 196.86
Bristol Myers Squibb (BMY) 0.0 $1.3M 22k 60.65
Ishares Silver Tr Ishares (SLV) 0.0 $1.3M 19k 68.14
Aptar (ATR) 0.0 $1.3M 10k 126.02
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $1.3M 6.3k 203.79
Advanced Micro Devices (AMD) 0.0 $1.3M 6.3k 203.43
S&p Global (SPGI) 0.0 $1.3M 3.0k 425.34
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.0 $1.2M 18k 69.71
Enbridge (ENB) 0.0 $1.2M 23k 54.14
Micron Technology (MU) 0.0 $1.2M 3.7k 337.84
United Parcel Svcs CL B (UPS) 0.0 $1.2M 12k 98.38
Us Bancorp Com New (USB) 0.0 $1.2M 23k 52.01
Mondelez Intl Cl A (MDLZ) 0.0 $1.2M 20k 57.64
Eaton Corp SHS (ETN) 0.0 $1.1M 3.2k 357.67
Jacobs Engineering Group (J) 0.0 $1.1M 8.8k 127.28
Texas Pacific Land Corp (TPL) 0.0 $1.1M 2.3k 474.56
General Dynamics Corporation (GD) 0.0 $1.1M 3.2k 343.22
Becton, Dickinson and (BDX) 0.0 $1.1M 7.0k 157.23
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $1.1M 37k 29.13
Lam Research Corp Com New (LRCX) 0.0 $1.1M 5.0k 213.66
Deere & Company (DE) 0.0 $1.0M 1.8k 563.30
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.0M 18k 56.79
Dell Technologies CL C (DELL) 0.0 $1.0M 6.2k 164.13
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $1.0M 25k 40.47
Kla Corp Com New (KLAC) 0.0 $1.0M 680.00 1472.41
Regeneron Pharmaceuticals (REGN) 0.0 $969k 1.3k 772.64
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $960k 8.0k 120.04
Verizon Communications (VZ) 0.0 $951k 19k 50.20
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $937k 2.1k 446.54
Comcast Corp Cl A (CMCSA) 0.0 $919k 32k 28.71
Consolidated Edison (ED) 0.0 $918k 8.1k 113.18
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $899k 17k 52.85
Qnity Electronics Common Stock (Q) 0.0 $895k 7.8k 115.38
Suburban Propane Partners L Unit Ltd Partn (SPH) 0.0 $895k 45k 19.69
Arista Networks Com Shs (ANET) 0.0 $884k 7.2k 122.78
Linde SHS (LIN) 0.0 $869k 1.8k 495.76
Southern Company (SO) 0.0 $859k 8.9k 96.52
Perimeter Solutions Common Stock (PRM) 0.0 $855k 35k 24.42
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $849k 25k 33.97
Steris Shs Usd (STE) 0.0 $817k 3.7k 221.13
Golub Capital BDC (GBDC) 0.0 $795k 63k 12.66
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $793k 1.7k 463.19
Kimberly-Clark Corporation (KMB) 0.0 $781k 8.1k 96.47
Paychex (PAYX) 0.0 $780k 8.5k 92.12
AmerisourceBergen (COR) 0.0 $767k 2.4k 314.14
Booking Holdings (BKNG) 0.0 $766k 182.00 4210.32
Arthur J. Gallagher & Co. (AJG) 0.0 $750k 3.5k 216.58
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $735k 16k 47.53
Te Connectivity Ord Shs (TEL) 0.0 $734k 3.5k 209.02
Altria (MO) 0.0 $731k 11k 65.99
Woodward Governor Company (WWD) 0.0 $716k 2.0k 357.92
Intuit (INTU) 0.0 $693k 1.6k 432.38
Edison International (EIX) 0.0 $692k 9.5k 73.18
Marathon Petroleum Corp (MPC) 0.0 $691k 2.8k 244.18
Motorola Solutions Com New (MSI) 0.0 $661k 1.5k 433.97
Moody's Corporation (MCO) 0.0 $650k 1.5k 436.25
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $643k 5.8k 111.37
Cme (CME) 0.0 $638k 2.2k 295.35
Bank of New York Mellon Corporation (BK) 0.0 $630k 5.3k 118.63
Cummins (CMI) 0.0 $628k 1.2k 538.02
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $626k 3.3k 189.59
D.R. Horton (DHI) 0.0 $621k 4.5k 137.22
Rocket Lab Corp (RKLB) 0.0 $610k 9.5k 64.22
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $608k 2.0k 297.23
Bioharvest Sciences Com New (BHST) 0.0 $605k 140k 4.34
Blackstone Secd Lending Common Stock (BXSL) 0.0 $584k 25k 23.69
CSX Corporation (CSX) 0.0 $584k 14k 41.05
American Water Works (AWK) 0.0 $574k 4.2k 136.09
Metropcs Communications (TMUS) 0.0 $573k 2.7k 210.03
Tapestry (TPR) 0.0 $564k 4.0k 141.11
Rockwell Automation (ROK) 0.0 $561k 1.6k 358.88
Wabtec Corporation (WAB) 0.0 $555k 2.2k 249.91
Owl Rock Capital Corporation (OBDC) 0.0 $551k 50k 11.06
Trane Technologies SHS (TT) 0.0 $548k 1.3k 416.74
Digital Realty Trust (DLR) 0.0 $548k 3.0k 180.21
Northrop Grumman Corporation (NOC) 0.0 $547k 802.00 682.24
Domino's Pizza (DPZ) 0.0 $547k 1.5k 358.79
Martin Marietta Materials (MLM) 0.0 $546k 928.00 588.68
Vanguard Index Fds Value Etf (VTV) 0.0 $544k 2.8k 196.20
United Rentals (URI) 0.0 $541k 743.00 728.56
Servicenow (NOW) 0.0 $526k 5.0k 104.55
Msci (MSCI) 0.0 $522k 969.00 539.01
Purecycle Technologies (PCT) 0.0 $519k 100k 5.19
W.W. Grainger (GWW) 0.0 $516k 473.00 1090.80
Evercore Class A (EVR) 0.0 $513k 1.7k 298.51
Spdr Series Trust State Street Spd (XBI) 0.0 $510k 4.0k 127.73
Palo Alto Networks (PANW) 0.0 $503k 3.1k 160.32
Cognizant Technology Solutio Cl A (CTSH) 0.0 $502k 8.2k 61.35
Citigroup Com New (C) 0.0 $496k 4.4k 113.41
Jefferies Finl Group (JEF) 0.0 $494k 12k 41.27
Truist Financial Corp equities (TFC) 0.0 $493k 11k 45.97
Robinhood Mkts Com Cl A (HOOD) 0.0 $485k 7.0k 69.30
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $480k 5.2k 91.77
Norfolk Southern (NSC) 0.0 $478k 1.7k 287.00
Intuitive Surgical Com New (ISRG) 0.0 $474k 1.0k 460.98
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $474k 5.3k 88.70
International Flavors & Fragrances (IFF) 0.0 $464k 6.4k 72.55
SLB Com Stk (SLB) 0.0 $458k 8.9k 51.39
State Street Corporation (STT) 0.0 $449k 3.5k 126.56
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $448k 3.5k 128.12
Best Buy (BBY) 0.0 $448k 7.0k 64.20
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $444k 7.8k 56.68
White Mountains Insurance Gp (WTM) 0.0 $439k 200.00 2196.96
Mccormick & Co Com Non Vtg (MKC) 0.0 $439k 8.7k 50.44
AutoNation (AN) 0.0 $435k 2.2k 195.26
Johnson Controls Internation SHS (JCI) 0.0 $433k 3.3k 130.95
Webster Financial Corporation (WBS) 0.0 $432k 6.2k 69.42
Capital One Financial (COF) 0.0 $431k 2.4k 182.43
Air Products & Chemicals (APD) 0.0 $431k 1.5k 290.49
Verisk Analytics (VRSK) 0.0 $429k 2.3k 189.75
International Money Express (IMXI) 0.0 $419k 27k 15.80
Ameren Corporation (AEE) 0.0 $403k 3.7k 109.91
Republic Services (RSG) 0.0 $402k 1.8k 219.02
Allstate Corporation (ALL) 0.0 $397k 1.9k 207.34
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $397k 1.8k 217.25
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $396k 10k 38.86
Markel Corporation (MKL) 0.0 $389k 203.00 1914.00
Biogen Idec (BIIB) 0.0 $387k 2.1k 183.33
Expedia Group Com New (EXPE) 0.0 $382k 1.7k 230.89
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $361k 1.8k 205.80
Raymond James Financial (RJF) 0.0 $352k 2.4k 144.79
Quest Diagnostics Incorporated (DGX) 0.0 $350k 1.8k 195.98
Cigna Corp (CI) 0.0 $347k 1.3k 266.75
Sensient Technologies Corporation (SXT) 0.0 $346k 4.0k 86.44
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $344k 4.8k 71.61
Sable Offshore Corp Com Shs (SOC) 0.0 $343k 21k 16.52
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $339k 6.8k 49.99
Apollo Global Mgmt (APO) 0.0 $332k 3.0k 111.42
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $330k 6.3k 52.76
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $329k 2.2k 148.08
Entergy Corporation (ETR) 0.0 $329k 2.9k 112.36
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $327k 4.4k 75.09
Quanta Services (PWR) 0.0 $322k 587.00 549.02
Public Storage (PSA) 0.0 $318k 1.2k 270.97
Constellation Energy (CEG) 0.0 $312k 1.1k 279.25
Ishares Tr Agency Bond Etf (AGZ) 0.0 $303k 2.8k 109.71
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $303k 6.2k 48.93
Ishares Tr National Mun Etf (MUB) 0.0 $300k 2.8k 106.15
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $298k 951.00 313.81
Ss&c Technologies Holding (SSNC) 0.0 $298k 4.4k 67.57
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $292k 2.7k 108.99
Ishares Tr Core Msci Intl (IDEV) 0.0 $292k 3.5k 83.57
Spdr Series Trust State Street Spd (XOP) 0.0 $288k 1.6k 181.83
Zimmer Holdings (ZBH) 0.0 $287k 3.2k 90.42
Hartford Financial Services (HIG) 0.0 $285k 2.1k 135.23
Valero Energy Corporation (VLO) 0.0 $281k 1.1k 247.08
Coreweave Com Cl A (CRWV) 0.0 $279k 3.6k 77.47
Invesco Exchange Traded Fd T Next Gen Connect (KNCT) 0.0 $277k 2.0k 138.56
Vulcan Materials Company (VMC) 0.0 $272k 1.0k 272.30
Bio-techne Corporation (TECH) 0.0 $272k 5.2k 52.26
Spdr Series Trust State Street Spd (SPYD) 0.0 $272k 6.0k 45.52
Invesco Currencyshares Swiss Swiss Franc (FXF) 0.0 $271k 2.5k 110.41
Freeport Mcmoran CL B (FCX) 0.0 $267k 4.5k 58.78
Prologis (PLD) 0.0 $266k 2.0k 132.18
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $266k 2.9k 92.74
Hologic 0.0 $262k 3.5k 75.59
Halozyme Therapeutics (HALO) 0.0 $259k 4.0k 64.63
Chart Industries (GTLS) 0.0 $258k 1.3k 206.75
Synopsys (SNPS) 0.0 $256k 646.00 396.48
Dupont De Nemours (DD) 0.0 $255k 5.6k 45.80
Coinbase Global Com Cl A (COIN) 0.0 $254k 1.5k 174.61
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $253k 5.1k 49.95
Astrazeneca Ord (AZN) 0.0 $252k 1.3k 197.22
Ishares Tr China Lg-cap Etf (FXI) 0.0 $251k 7.0k 35.90
Henry Schein (HSIC) 0.0 $251k 3.4k 73.70
Ishares Msci Japan Etf (EWJ) 0.0 $239k 2.8k 84.44
Kkr & Co (KKR) 0.0 $239k 2.6k 92.50
Kenvue (KVUE) 0.0 $239k 14k 17.24
Solstice Advanced Matls Com Shs (SOLS) 0.0 $238k 3.1k 76.16
Columbia Banking System (COLB) 0.0 $237k 8.6k 27.43
Kroger (KR) 0.0 $236k 3.3k 72.36
Nucor Corporation (NUE) 0.0 $234k 1.4k 169.10
Fermi (FRMI) 0.0 $234k 40k 5.84
Carlisle Companies (CSL) 0.0 $234k 700.00 333.62
Gra (GGG) 0.0 $232k 2.7k 84.65
Tailwind 2.0 Acquisition Cor Ord Shs Cl A (TDWD) 0.0 $230k 23k 9.92
Acme United Corporation (ACU) 0.0 $229k 5.1k 44.91
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $228k 5.1k 44.45
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $227k 7.3k 30.96
Pentair SHS (PNR) 0.0 $225k 2.6k 87.11
Williams-Sonoma (WSM) 0.0 $224k 1.2k 182.33
Ameriprise Financial (AMP) 0.0 $224k 503.00 444.40
FedEx Corporation (FDX) 0.0 $219k 616.00 356.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $219k 8.5k 25.64
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $218k 2.0k 109.69
Vanguard World Health Car Etf (VHT) 0.0 $215k 788.00 272.33
Eastman Chemical Company (EMN) 0.0 $214k 2.8k 76.32
Edwards Lifesciences (EW) 0.0 $213k 2.7k 80.08
C H Robinson Worldwide In Com New (CHRW) 0.0 $213k 1.3k 166.07
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $212k 1.8k 118.62
General Mills (GIS) 0.0 $211k 5.7k 37.22
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.0 $211k 11k 19.16
Ishares Tr Select Us Reit (ICF) 0.0 $211k 3.4k 61.89
Celanese Corporation (CE) 0.0 $210k 3.2k 65.77
Grayscale Ethereum Staking Shs New (ETH) 0.0 $210k 11k 19.86
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $209k 1.8k 118.60
Hubbell (HUBB) 0.0 $209k 425.00 490.74
Oneok (OKE) 0.0 $207k 2.3k 90.39
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $205k 7.0k 29.08
Archer Aviation Com Cl A (ACHR) 0.0 $200k 39k 5.17
Kensington Cap Acquist Corp Unit 99/99/9999 0.0 $167k 17k 10.04
Centurion Acquisition Corp Shs Cl A (ALF) 0.0 $166k 15k 10.76
Calisa Acquisition Corp Ord Shs (ALIS) 0.0 $166k 17k 9.98
Lionheart Holdings Shs Cl A (CUB) 0.0 $163k 15k 10.76
Figx Cap Acquisition Corp. Usd Cl A Ord Shs (FIGX) 0.0 $161k 16k 10.11
M3-brigade Acquisition Vi Ord Shs Cl A (MBVI) 0.0 $161k 16k 10.05
Legato Merger Corp Iii Ord Shs (LEGT) 0.0 $157k 14k 10.99
Joby Aviation Common Stock (JOBY) 0.0 $149k 18k 8.26
Twelve Seas Invt Co Iii Unit 11/21/2030 (TWLVU) 0.0 $136k 14k 10.01
Mckinley Acquisition Corp Shs Cl A (MKLY) 0.0 $130k 13k 10.03
Metals Acquisition Corp Ii Unit 99/99/9999 0.0 $127k 13k 10.09
D Fluidigm Corp Del (LAB) 0.0 $115k 125k 0.92
Indigo Acquisition Corp Ord Shs (INAC) 0.0 $109k 11k 10.13
Soundhound Ai Class A Com (SOUN) 0.0 $91k 13k 6.87
Macrogenics (MGNX) 0.0 $51k 18k 2.89
Aurora Innovation Class A Com (AUR) 0.0 $49k 12k 4.12
Plug Pwr Com New (PLUG) 0.0 $45k 20k 2.26
Chegg (CHGG) 0.0 $10k 14k 0.74
Calisa Acquisition Corp Right 09/11/2030 (ALISR) 0.0 $9.1k 17k 0.55
Tailwind 2.0 Acquisition Cor Right 11/07/2030 (TDWDR) 0.0 $3.3k 23k 0.14
Cayson Acquisition Corp Right 99/99/9999 (CAPNR) 0.0 $2.3k 13k 0.18
Ib Acquisition Corp Right 09/28/2026 (IBACR) 0.0 $2.2k 20k 0.11
Mckinley Acquisition Corp Right 07/25/2030 (MKLYR) 0.0 $1.5k 13k 0.12
Indigo Acquisition Corp Right 04/02/2027 (INACR) 0.0 $1.3k 11k 0.12