Everhart Financial Group

Everhart Financial Group as of June 30, 2026

Portfolio Holdings for Everhart Financial Group

Everhart Financial Group holds 481 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 12.5 $195M 896k 217.93
Vanguard Index Fds Growth Etf (VUG) 11.4 $178M 2.1M 86.14
Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.2 $66M 216k 306.30
Vanguard Index Fds Total Stk Mkt (VTI) 4.1 $65M 175k 370.04
Spdr Series Trust St Str Sp600grwo (SLYG) 4.1 $64M 539k 119.13
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.0 $63M 320k 197.60
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.0 $62M 255k 242.99
Apple (AAPL) 3.6 $57M 197k 289.36
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.2 $50M 1.2M 41.25
NVIDIA Corporation (NVDA) 3.1 $48M 241k 200.09
Vanguard Bd Index Fds Intermed Term (BIV) 1.9 $29M 382k 76.70
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.7 $26M 657k 40.21
Microsoft Corporation (MSFT) 1.4 $22M 58k 373.02
Amazon (AMZN) 1.1 $18M 74k 238.34
Alphabet Cap Stk Cl A (GOOGL) 1.1 $17M 47k 357.37
Alphabet Cap Stk Cl C (GOOG) 0.9 $15M 42k 353.33
Broadcom (AVGO) 0.9 $14M 36k 377.75
Micron Technology (MU) 0.8 $13M 11k 1154.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $13M 210k 59.69
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $12M 345k 33.84
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $12M 400k 28.96
Meta Platforms Cl A (META) 0.7 $11M 19k 563.28
Advanced Micro Devices (AMD) 0.7 $11M 18k 580.91
Eli Lilly & Co. (LLY) 0.6 $9.6M 8.0k 1199.39
Tesla Motors (TSLA) 0.6 $9.3M 22k 420.60
JPMorgan Chase & Co. (JPM) 0.6 $9.1M 28k 327.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $9.0M 13k 686.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $8.3M 17k 500.39
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $8.1M 22k 365.70
Applied Materials (AMAT) 0.5 $7.3M 10k 723.00
Western Digital (WDC) 0.5 $7.1M 11k 638.74
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $7.0M 73k 96.43
Abbvie (ABBV) 0.4 $6.4M 25k 251.64
Ge Vernova (GEV) 0.4 $6.0M 5.1k 1174.91
Caterpillar (CAT) 0.4 $5.6M 5.3k 1064.87
Exxon Mobil Corporation (XOM) 0.3 $5.4M 40k 136.72
Intel Corporation (INTC) 0.3 $5.4M 39k 139.63
Sandisk Corp (SNDK) 0.3 $5.4M 2.4k 2273.73
Wal-Mart Stores (WMT) 0.3 $5.1M 45k 113.26
Lam Research Corp Com New (LRCX) 0.3 $5.0M 12k 433.33
Ge Aerospace Com New (GE) 0.3 $4.8M 13k 373.73
Johnson & Johnson (JNJ) 0.3 $4.7M 18k 253.96
Procter & Gamble Company (PG) 0.3 $4.6M 31k 146.64
Ishares Tr Core S&p500 Etf (IVV) 0.3 $4.6M 6.1k 748.88
Cisco Systems (CSCO) 0.3 $4.5M 39k 117.46
Visa Com Cl A (V) 0.3 $4.5M 13k 343.09
Costco Wholesale Corporation (COST) 0.3 $4.4M 4.7k 935.54
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $4.3M 124k 34.81
Sellas Life Sciences Group I Com New (SLS) 0.3 $4.3M 288k 14.76
Quanta Services (PWR) 0.2 $3.7M 5.1k 720.04
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $3.6M 99k 36.87
Goldman Sachs (GS) 0.2 $3.6M 3.6k 1011.46
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $3.1M 36k 85.49
Mastercard Incorporated Cl A (MA) 0.2 $3.1M 6.0k 513.60
Coca-Cola Company (KO) 0.2 $3.1M 38k 81.27
Marvell Technology (MRVL) 0.2 $3.0M 10k 297.89
Palo Alto Networks (PANW) 0.2 $2.9M 8.6k 341.02
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $2.9M 91k 31.71
Vertiv Holdings Com Cl A (VRT) 0.2 $2.9M 8.6k 334.82
Philip Morris International (PM) 0.2 $2.8M 16k 180.91
UnitedHealth (UNH) 0.2 $2.8M 6.7k 415.63
Palantir Technologies Cl A (PLTR) 0.2 $2.7M 23k 116.67
Netflix (NFLX) 0.2 $2.6M 37k 71.40
Raytheon Technologies Corp (RTX) 0.2 $2.5M 13k 189.73
Bank of America Corporation (BAC) 0.2 $2.5M 44k 56.98
Merck & Co (MRK) 0.2 $2.5M 20k 128.50
Crowdstrike Hldgs Cl A (CRWD) 0.2 $2.4M 3.2k 763.14
Morgan Stanley Com New (MS) 0.2 $2.4M 12k 209.04
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $2.3M 64k 36.13
Analog Devices (ADI) 0.1 $2.3M 5.8k 397.17
Welltower Inc Com reit (WELL) 0.1 $2.3M 10k 226.97
Cadence Design Systems (CDNS) 0.1 $2.3M 6.1k 375.32
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $2.2M 31k 71.25
TJX Companies (TJX) 0.1 $2.2M 15k 151.50
Royal Caribbean Cruises (RCL) 0.1 $2.2M 6.9k 317.53
Oracle Corporation (ORCL) 0.1 $2.2M 15k 146.55
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.1M 73k 29.43
Ishares Tr Core Msci Eafe (IEFA) 0.1 $2.1M 22k 96.58
International Business Machines (IBM) 0.1 $2.1M 7.6k 281.22
Univest Corp. of PA (UVSP) 0.1 $2.1M 48k 43.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.1M 2.8k 736.46
Home Depot (HD) 0.1 $2.0M 5.8k 352.68
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $2.0M 26k 77.91
Chevron Corporation (CVX) 0.1 $2.0M 12k 165.76
Wells Fargo & Company (WFC) 0.1 $1.9M 23k 82.64
CSX Corporation (CSX) 0.1 $1.9M 40k 47.53
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $1.9M 2.5k 746.79
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.9M 26k 73.41
Amgen (AMGN) 0.1 $1.8M 5.1k 362.12
Arista Networks Com Shs (ANET) 0.1 $1.8M 10k 169.88
American Express Company (AXP) 0.1 $1.8M 5.2k 338.25
Texas Instruments Incorporated (TXN) 0.1 $1.8M 5.9k 298.07
Spotify Technology S A SHS (SPOT) 0.1 $1.7M 3.8k 459.13
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.7M 21k 80.57
Hilton Worldwide Holdings (HLT) 0.1 $1.7M 5.2k 330.46
Pepsi (PEP) 0.1 $1.7M 13k 135.40
Kla Corp Com New (KLAC) 0.1 $1.7M 5.6k 301.71
Itt (ITT) 0.1 $1.7M 8.5k 197.76
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.7M 5.6k 303.11
Cloudflare Cl A Com (NET) 0.1 $1.7M 6.8k 245.28
Citizens Financial (CFG) 0.1 $1.6M 23k 70.07
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.6M 32k 50.58
Trane Technologies SHS (TT) 0.1 $1.6M 3.2k 491.16
Duke Energy Corp Com New (DUK) 0.1 $1.6M 13k 126.58
Booking Holdings (BKNG) 0.1 $1.6M 8.7k 178.24
Williams Companies (WMB) 0.1 $1.5M 21k 74.34
McDonald's Corporation (MCD) 0.1 $1.5M 5.6k 270.33
Deere & Company (DE) 0.1 $1.5M 2.4k 634.33
Marathon Petroleum Corp (MPC) 0.1 $1.5M 5.8k 255.67
McKesson Corporation (MCK) 0.1 $1.5M 2.0k 755.60
NiSource (NI) 0.1 $1.5M 31k 47.55
Nextera Energy (NEE) 0.1 $1.5M 17k 87.77
Applovin Corp Com Cl A (APP) 0.1 $1.5M 2.9k 515.23
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.5M 61k 24.14
Howmet Aerospace (HWM) 0.1 $1.4M 5.4k 268.86
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $1.4M 40k 36.06
Intuitive Surgical Com New (ISRG) 0.1 $1.4M 3.6k 397.68
Nvent Elec SHS (NVT) 0.1 $1.4M 8.2k 169.61
Dell Technologies CL C (DELL) 0.1 $1.4M 3.2k 431.52
Warner Bros Discovery Com Ser A (WBD) 0.1 $1.4M 52k 26.66
Delta Air Lines Com New (DAL) 0.1 $1.4M 15k 93.66
Ea Series Trust Strive 1000 Grwt (STXG) 0.1 $1.4M 25k 55.26
Boeing Company (BA) 0.1 $1.4M 6.3k 216.47
Devon Energy Corporation (DVN) 0.1 $1.4M 33k 41.32
Simon Property (SPG) 0.1 $1.3M 6.0k 223.65
Keysight Technologies (KEYS) 0.1 $1.3M 3.7k 350.07
At&t (T) 0.1 $1.3M 63k 20.70
Linde SHS (LIN) 0.1 $1.3M 2.5k 518.94
Charles Schwab Corporation (SCHW) 0.1 $1.3M 14k 92.27
Ishares Core Msci Emkt (IEMG) 0.1 $1.3M 15k 82.84
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.3M 2.6k 496.73
Rush Enterprises CL B (RUSHB) 0.1 $1.2M 16k 76.50
Ea Series Trust Stri 1000 Va Etf (STXV) 0.1 $1.2M 33k 37.91
Newmont Mining Corporation (NEM) 0.1 $1.2M 13k 93.40
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.2M 5.2k 236.62
Hubbell (HUBB) 0.1 $1.2M 2.4k 523.20
First Busey Corp Com New (BUSE) 0.1 $1.2M 42k 29.50
Lincoln Electric Holdings (LECO) 0.1 $1.2M 4.6k 265.51
Gilead Sciences (GILD) 0.1 $1.2M 9.6k 126.34
Parker-Hannifin Corporation (PH) 0.1 $1.2M 1.2k 978.12
Bristol Myers Squibb (BMY) 0.1 $1.2M 21k 57.62
Lifestance Health Group (LFST) 0.1 $1.2M 111k 10.71
Blackrock (BLK) 0.1 $1.2M 1.2k 961.56
Abbott Laboratories (ABT) 0.1 $1.2M 13k 90.74
Union Pacific Corporation (UNP) 0.1 $1.2M 4.3k 272.00
Lockheed Martin Corporation (LMT) 0.1 $1.1M 2.3k 509.46
Ross Stores (ROST) 0.1 $1.1M 5.4k 212.85
AmerisourceBergen (COR) 0.1 $1.1M 4.0k 282.98
CNO Financial (CNO) 0.1 $1.1M 22k 50.98
Corning Incorporated (GLW) 0.1 $1.1M 4.3k 255.43
Hanover Insurance (THG) 0.1 $1.1M 5.1k 214.12
Capital One Financial (COF) 0.1 $1.1M 5.4k 200.60
Smucker J M Com New (SJM) 0.1 $1.1M 9.6k 112.50
Qualcomm (QCOM) 0.1 $1.1M 5.8k 184.79
Vanguard World Inf Tech Etf (VGT) 0.1 $1.1M 8.9k 119.52
Stryker Corporation (SYK) 0.1 $1.1M 3.4k 314.84
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $1.1M 6.9k 154.30
Huntington Bancshares Incorporated (HBAN) 0.1 $1.1M 60k 17.73
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.1 $1.0M 3.1k 331.40
Ida (IDA) 0.1 $1.0M 6.8k 151.30
Uber Technologies (UBER) 0.1 $1.0M 14k 72.16
Fortinet (FTNT) 0.1 $1.0M 6.7k 153.62
Chubb (CB) 0.1 $1.0M 3.0k 340.74
Synopsys (SNPS) 0.1 $1.0M 2.3k 446.07
Progressive Corporation (PGR) 0.1 $1.0M 4.7k 218.45
IDEXX Laboratories (IDXX) 0.1 $1.0M 1.9k 526.44
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.1 $1.0M 12k 81.94
AutoZone (AZO) 0.1 $1.0M 316.00 3195.94
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $1.0M 19k 52.76
Dollar General (DG) 0.1 $1.0M 8.8k 115.11
Ametek (AME) 0.1 $1.0M 4.2k 241.94
Cigna Corp (CI) 0.1 $1.0M 3.6k 275.68
Norfolk Southern (NSC) 0.1 $991k 3.1k 314.59
Prologis (PLD) 0.1 $987k 7.3k 135.47
Ea Series Trust Strive 500 Etf (STXF) 0.1 $986k 20k 48.30
Doordash Cl A (DASH) 0.1 $978k 5.3k 184.53
General Motors Company (GM) 0.1 $977k 13k 77.08
Old Republic International Corporation (ORI) 0.1 $975k 24k 40.92
TransDigm Group Incorporated (TDG) 0.1 $972k 730.00 1332.04
Stag Industrial (STAG) 0.1 $966k 25k 38.06
American Intl Group Com New (AIG) 0.1 $966k 13k 74.53
Thermo Fisher Scientific (TMO) 0.1 $965k 1.9k 501.36
Cintas Corporation (CTAS) 0.1 $961k 5.6k 170.08
Spdr Series Trust ST STR SP600SM C (SLYV) 0.1 $960k 8.8k 109.11
Servicenow (NOW) 0.1 $944k 9.5k 99.28
Oge Energy Corp (OGE) 0.1 $939k 19k 48.66
ConocoPhillips (COP) 0.1 $939k 9.0k 103.96
Johnson Controls Internation SHS (JCI) 0.1 $918k 6.3k 146.11
Phillips 66 (PSX) 0.1 $915k 5.4k 169.04
Walt Disney Company (DIS) 0.1 $911k 9.5k 96.25
Lowe's Companies (LOW) 0.1 $911k 4.1k 220.49
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $904k 11k 79.97
Halliburton Company (HAL) 0.1 $903k 27k 33.95
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $897k 25k 36.26
United Cmnty Bks Ga Cap Stk (UCB) 0.1 $894k 26k 35.09
Take-Two Interactive Software (TTWO) 0.1 $892k 3.6k 249.98
SLB Com Stk (SLB) 0.1 $891k 19k 46.49
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $885k 6.4k 137.53
Pulte (PHM) 0.1 $864k 6.3k 137.21
Amphenol Corp Cl A (APH) 0.1 $860k 4.9k 176.32
Ishares Tr Msci Usa Min Etf (USMV) 0.1 $844k 8.8k 96.46
Ciena Corp Com New (CIEN) 0.1 $841k 1.7k 490.56
Ecolab (ECL) 0.1 $840k 3.0k 278.61
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $835k 7.3k 114.18
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $833k 7.8k 106.47
CBOE Holdings (CBOE) 0.1 $829k 3.4k 242.67
Valero Energy Corporation (VLO) 0.1 $819k 3.1k 260.44
Verizon Communications (VZ) 0.1 $818k 19k 42.34
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $818k 31k 26.52
United Rentals (URI) 0.1 $811k 716.00 1132.89
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $808k 406.00 1989.44
Cheniere Energy Com New (LNG) 0.1 $798k 3.3k 239.01
Alnylam Pharmaceuticals (ALNY) 0.1 $797k 2.6k 301.03
S&p Global (SPGI) 0.1 $793k 1.9k 407.26
Ishares Tr Russell 2000 Etf (IWM) 0.1 $784k 2.6k 300.41
Equinix (EQIX) 0.0 $776k 744.00 1042.39
3M Company (MMM) 0.0 $773k 4.8k 161.90
Us Bancorp Com New (USB) 0.0 $772k 13k 60.40
Heico Corp Cl A (HEI.A) 0.0 $761k 3.0k 257.91
CVS Caremark Corporation (CVS) 0.0 $753k 7.3k 103.45
American Electric Power Company (AEP) 0.0 $750k 5.5k 136.81
Starbucks Corporation (SBUX) 0.0 $735k 7.2k 102.19
Arch Cap Group Ord (ACGL) 0.0 $719k 7.4k 97.06
Nasdaq Omx (NDAQ) 0.0 $700k 8.9k 78.82
Littelfuse (LFUS) 0.0 $693k 1.5k 455.33
Spdr Series Trust St Str Sp Div (SDY) 0.0 $690k 4.5k 152.18
salesforce (CRM) 0.0 $686k 4.4k 156.65
Constellation Energy (CEG) 0.0 $683k 2.8k 248.37
Vistra Energy (VST) 0.0 $679k 4.3k 158.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $676k 24k 27.70
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $672k 6.0k 111.31
FirstEnergy (FE) 0.0 $666k 14k 47.54
Kroger (KR) 0.0 $661k 12k 55.53
Pfizer (PFE) 0.0 $661k 27k 24.08
Realty Income (O) 0.0 $655k 11k 61.96
Primerica (PRI) 0.0 $653k 2.3k 284.20
Charles River Laboratories (CRL) 0.0 $652k 2.9k 226.79
Sherwin-Williams Company (SHW) 0.0 $644k 1.9k 344.32
Qnity Electronics Common Stock (Q) 0.0 $641k 3.9k 163.31
Ishares Tr Core Msci Intl (IDEV) 0.0 $627k 7.0k 89.01
Home BancShares (HOMB) 0.0 $627k 22k 28.55
Cme (CME) 0.0 $626k 2.8k 220.83
SYSCO Corporation (SYY) 0.0 $615k 7.4k 83.58
Ishares Tr National Mun Etf (MUB) 0.0 $611k 5.7k 107.61
Comfort Systems USA (FIX) 0.0 $609k 307.00 1982.90
Anthem (ELV) 0.0 $598k 1.5k 386.73
Royal Gold (RGLD) 0.0 $597k 3.0k 199.61
Spdr Series Trust St Str Sp400val (MDYV) 0.0 $593k 6.2k 94.85
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $592k 5.4k 110.32
Edwards Lifesciences (EW) 0.0 $591k 6.5k 90.46
Carnival Corp Common Shares (CCL) 0.0 $583k 20k 28.57
Eaton Corp SHS (ETN) 0.0 $583k 1.4k 426.12
Nucor Corporation (NUE) 0.0 $581k 2.6k 222.78
Prudential Financial (PRU) 0.0 $578k 5.4k 107.93
Automatic Data Processing (ADP) 0.0 $577k 2.6k 223.93
Occidental Petroleum Corporation (OXY) 0.0 $572k 12k 48.57
Zoom Communications Cl A (ZM) 0.0 $570k 6.6k 86.31
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $567k 16k 35.03
Albemarle Corporation (ALB) 0.0 $567k 4.2k 135.03
German American Ban (GABC) 0.0 $564k 12k 47.46
Dominion Resources (D) 0.0 $557k 8.2k 68.29
M&T Bank Corporation (MTB) 0.0 $556k 2.3k 238.01
Snowflake Com Shs (SNOW) 0.0 $553k 2.2k 254.50
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $553k 1.2k 477.57
Altria (MO) 0.0 $552k 7.7k 71.95
Freeport Mcmoran CL B (FCX) 0.0 $547k 8.7k 62.89
Kinder Morgan (KMI) 0.0 $545k 17k 31.97
Cardinal Health (CAH) 0.0 $543k 2.3k 237.53
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $533k 3.6k 148.31
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $533k 2.8k 190.52
ON Semiconductor (ON) 0.0 $532k 5.6k 94.54
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $529k 11k 49.55
NVR (NVR) 0.0 $518k 76.00 6813.39
Moody's Corporation (MCO) 0.0 $518k 1.1k 452.92
Datadog Cl A Com (DDOG) 0.0 $515k 2.0k 260.36
Steel Dynamics (STLD) 0.0 $508k 2.2k 229.46
Boston Scientific Corporation (BSX) 0.0 $500k 12k 42.68
Fifth Third Ban (FITB) 0.0 $499k 8.8k 56.37
Emerson Electric (EMR) 0.0 $494k 3.5k 143.15
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $494k 6.4k 77.11
Agilent Technologies Inc C ommon (A) 0.0 $492k 3.7k 132.83
Citigroup Com New (C) 0.0 $486k 3.5k 139.96
Marriott Intl Cl A (MAR) 0.0 $480k 1.3k 370.59
Carlyle Group (CG) 0.0 $479k 11k 42.11
East West Ban (EWBC) 0.0 $478k 3.7k 129.09
Chipotle Mexican Grill (CMG) 0.0 $476k 14k 34.00
Robinhood Mkts Com Cl A (HOOD) 0.0 $473k 4.7k 100.28
Nortonlifelock (GEN) 0.0 $472k 19k 24.89
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $468k 13k 37.26
O'reilly Automotive (ORLY) 0.0 $467k 5.1k 92.09
Ea Series Trust Strive Sml Cap (STXK) 0.0 $466k 12k 38.80
American Tower Reit (AMT) 0.0 $461k 2.8k 163.57
American Water Works (AWK) 0.0 $452k 3.4k 131.58
Crown Castle Intl (CCI) 0.0 $444k 5.9k 75.73
Lgi Homes (LGIH) 0.0 $438k 6.9k 63.68
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $437k 3.5k 124.17
Bank of New York Mellon Corporation (BNY) 0.0 $437k 3.0k 144.63
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $433k 5.0k 87.04
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $430k 823.00 522.39
Webster Financial Corporation (WBS) 0.0 $429k 5.6k 76.42
eBay (EBAY) 0.0 $426k 3.8k 111.75
Colgate-Palmolive Company (CL) 0.0 $424k 4.6k 91.68
Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.0 $413k 9.8k 42.21
Medtronic SHS (MDT) 0.0 $410k 5.2k 78.23
Brunswick Corporation (BC) 0.0 $408k 4.8k 84.24
Akamai Technologies (AKAM) 0.0 $404k 3.4k 118.21
BioMarin Pharmaceutical (BMRN) 0.0 $400k 7.0k 57.22
Biogen Idec (BIIB) 0.0 $398k 1.8k 216.06
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $395k 17k 23.68
FedEx Corporation (FDX) 0.0 $394k 1.3k 313.13
Cbre Group Cl A (CBRE) 0.0 $393k 2.9k 134.69
Twilio Cl A (TWLO) 0.0 $391k 1.9k 206.33
Block Cl A (XYZ) 0.0 $387k 5.1k 76.00
Aon Shs Cl A (AON) 0.0 $386k 1.2k 331.69
Southern Company (SO) 0.0 $383k 4.0k 95.71
Spdr Series Trust ST STR SP400GRW (MDYG) 0.0 $382k 3.4k 112.08
Pinterest Cl A (PINS) 0.0 $381k 18k 21.03
Mongodb Cl A (MDB) 0.0 $381k 1.1k 335.90
Northrop Grumman Corporation (NOC) 0.0 $380k 746.00 509.31
Illinois Tool Works (ITW) 0.0 $379k 1.4k 270.47
Dupont De Nemours Common Stock (DD) 0.0 $378k 2.8k 135.66
Aptiv Com Shs (APTV) 0.0 $372k 6.1k 61.38
F.N.B. Corporation (FNB) 0.0 $370k 19k 19.08
Nebius Group Shs Class A (NBIS) 0.0 $370k 1.3k 276.17
Darling International (DAR) 0.0 $369k 6.8k 54.62
Expedia Group Com New (EXPE) 0.0 $367k 1.4k 255.88
CF Industries Holdings (CF) 0.0 $366k 3.4k 108.26
Archer Daniels Midland Company (ADM) 0.0 $365k 4.8k 76.40
Match Group (MTCH) 0.0 $364k 9.6k 38.05
MasTec (MTZ) 0.0 $364k 874.00 416.06
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $363k 12k 31.10
Air Products & Chemicals (APD) 0.0 $361k 1.2k 293.18
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $352k 3.6k 98.98
Teradyne (TER) 0.0 $350k 723.00 483.98
Danaher Corporation (DHR) 0.0 $348k 1.8k 190.48
Target Corporation (TGT) 0.0 $346k 2.6k 130.63
Microchip Technology (MCHP) 0.0 $345k 3.8k 91.20
Targa Res Corp (TRGP) 0.0 $344k 1.3k 268.14
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $342k 3.8k 90.10
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $342k 1.4k 246.25
Regeneron Pharmaceuticals (REGN) 0.0 $338k 542.00 623.57
Diodes Incorporated (DIOD) 0.0 $331k 3.0k 109.44
General Dynamics Corporation (GD) 0.0 $326k 920.00 354.24
Cummins (CMI) 0.0 $325k 456.00 713.21
Carvana Cl A (CVNA) 0.0 $324k 4.9k 65.82
Hope Ban (HOPE) 0.0 $323k 24k 13.68
Spdr Series Trust St Str P500val (SPYV) 0.0 $322k 5.3k 60.79
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $322k 3.4k 95.62
W.W. Grainger (GWW) 0.0 $320k 235.00 1360.40
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $320k 1.4k 227.03
Lennar Corp Cl A (LEN) 0.0 $318k 3.5k 90.49
Ishares Tr U.s. Tech Etf (IYW) 0.0 $315k 1.2k 252.26
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $315k 2.4k 132.24
AFLAC Incorporated (AFL) 0.0 $314k 2.7k 117.25
EOG Resources (EOG) 0.0 $314k 2.4k 129.73
Duolingo Cl A Com (DUOL) 0.0 $313k 2.7k 115.02
Ball Corporation (BALL) 0.0 $309k 5.0k 62.40
Ishares Tr Rus 1000 Etf (IWB) 0.0 $306k 747.00 409.45
Centene Corporation (CNC) 0.0 $306k 4.8k 64.19
Autodesk (ADSK) 0.0 $304k 1.6k 194.42
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $303k 5.5k 55.01
Repligen Corporation (RGEN) 0.0 $303k 2.2k 136.44
Rocket Lab Corp (RKLB) 0.0 $302k 3.0k 101.65
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $302k 5.6k 54.02
Travelers Companies (TRV) 0.0 $301k 911.00 330.12
Comcast Corp Cl A (CMCSA) 0.0 $300k 12k 24.55
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $300k 9.0k 33.29
BorgWarner (BWA) 0.0 $299k 4.5k 66.40
CF Bankshares (CFBK) 0.0 $298k 9.1k 32.77
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $297k 1.9k 156.95
Copart (CPRT) 0.0 $296k 11k 28.19
Highwoods Properties (HIW) 0.0 $294k 9.8k 30.16
L3harris Technologies (LHX) 0.0 $293k 1.0k 290.59
Rambus (RMBS) 0.0 $292k 2.2k 132.74
Adobe Systems Incorporated (ADBE) 0.0 $292k 1.4k 205.02
Rivian Automotive Com Cl A (RIVN) 0.0 $291k 17k 17.35
Casey's General Stores (CASY) 0.0 $291k 366.00 794.79
PNC Financial Services (PNC) 0.0 $291k 1.2k 246.22
Coinbase Global Com Cl A (COIN) 0.0 $291k 2.0k 146.19
Yum! Brands (YUM) 0.0 $289k 1.8k 159.84
Mondelez Intl Cl A (MDLZ) 0.0 $289k 5.0k 57.84
Truist Financial Corp equities (TFC) 0.0 $288k 5.8k 49.82
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $286k 1.3k 212.77
Bloom Energy Corp Com Cl A (BE) 0.0 $285k 943.00 302.70
Paypal Holdings (PYPL) 0.0 $285k 6.6k 43.18
IDEX Corporation (IEX) 0.0 $284k 1.2k 226.95
Caesars Entertainment (CZR) 0.0 $283k 9.4k 30.18
Exp World Holdings Inc equities 0.0 $282k 52k 5.41
Republic Services (RSG) 0.0 $282k 1.3k 213.08
MPLX Com Unit Rep Ltd (MPLX) 0.0 $282k 5.0k 56.33
Airbnb Com Cl A (ABNB) 0.0 $280k 2.0k 143.10
Southwest Airlines (LUV) 0.0 $279k 5.4k 51.42
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $279k 879.00 316.90
United Parcel Svcs CL B (UPS) 0.0 $278k 2.6k 107.50
Ionis Pharmaceuticals (IONS) 0.0 $278k 3.5k 79.30
Carrier Global Corporation (CARR) 0.0 $275k 3.7k 73.35
Century Aluminum Company (CENX) 0.0 $274k 5.9k 46.01
Ishares Tr Msci Eafe Etf (EFA) 0.0 $274k 2.6k 103.88
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $273k 693.00 393.96
Lattice Semiconductor (LSCC) 0.0 $271k 1.8k 152.96
Sba Communications Corp Cl A (SBAC) 0.0 $269k 1.5k 176.46
Kkr & Co (KKR) 0.0 $266k 2.9k 91.78
Pinnacle West Capital Corporation (PNW) 0.0 $266k 2.5k 107.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $265k 1.7k 158.07
Tapestry (TPR) 0.0 $265k 1.8k 146.38
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.0 $263k 6.7k 39.54
Blackstone Group Inc Com Cl A (BX) 0.0 $263k 2.2k 117.69
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $263k 1.2k 219.21
Metropcs Communications (TMUS) 0.0 $263k 1.6k 167.73
Paychex (PAYX) 0.0 $262k 2.7k 98.33
Clorox Company (CLX) 0.0 $261k 2.7k 95.44
Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $261k 5.1k 51.51
Waste Management (WM) 0.0 $261k 1.2k 222.88
Axon Enterprise (AXON) 0.0 $260k 463.00 560.61
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $258k 1.3k 190.92
M/a (MTSI) 0.0 $257k 675.00 380.37
Onto Innovation (ONTO) 0.0 $256k 677.00 378.45
Spdr Series Trust St Str P500etf (SPYM) 0.0 $256k 2.9k 87.88
Natera (NTRA) 0.0 $254k 937.00 271.45
Enterprise Products Partners (EPD) 0.0 $249k 6.8k 36.76
Wec Energy Group (WEC) 0.0 $243k 2.1k 116.77
Leslies (LESL) 0.0 $239k 24k 10.15
Xcel Energy (XEL) 0.0 $238k 3.0k 80.30
AvalonBay Communities (AVB) 0.0 $238k 1.3k 188.69
Xpo Logistics Inc equity (XPO) 0.0 $237k 1.2k 205.29
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $236k 4.8k 49.55
Buckle (BKE) 0.0 $234k 5.5k 42.20
Manulife Finl Corp (MFC) 0.0 $234k 5.8k 40.51
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $231k 6.1k 38.06
Roku Com Cl A (ROKU) 0.0 $230k 1.7k 138.14
Vanguard Index Fds Large Cap Etf (VV) 0.0 $229k 666.00 343.91
Ameriprise Financial (AMP) 0.0 $228k 498.00 458.66
NetApp (NTAP) 0.0 $226k 1.5k 154.76
Zions Bancorporation (ZION) 0.0 $224k 3.2k 69.19
Ishares Tr MRGSTR SM CP GR (ISCG) 0.0 $223k 3.4k 65.54
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $223k 2.7k 82.33
EQT Corporation (EQT) 0.0 $223k 4.2k 53.17
Intuit (INTU) 0.0 $220k 844.00 261.01
Mueller Industries (MLI) 0.0 $217k 1.8k 122.93
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $217k 1.3k 164.60
Monolithic Power Systems (MPWR) 0.0 $216k 156.00 1382.36
Kimberly-Clark Corporation (KMB) 0.0 $215k 2.0k 109.77
HSBC HLDGS Spon Adr New (HSBC) 0.0 $214k 2.3k 95.09
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $214k 3.0k 72.51
PG&E Corporation (PCG) 0.0 $213k 13k 16.82
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $213k 1.1k 188.09
Spdr Series Trust St Nuve High Etf (HYMB) 0.0 $213k 8.4k 25.44
Roper Industries (ROP) 0.0 $213k 628.00 338.39
Becton, Dickinson and (BDX) 0.0 $211k 1.4k 151.33
Motorola Solutions Com New (MSI) 0.0 $210k 505.00 415.29
Novartis Sponsored Adr (NVS) 0.0 $208k 1.3k 156.72
International Flavors & Fragrances (IFF) 0.0 $208k 2.6k 79.22
FormFactor (FORM) 0.0 $207k 1.3k 159.93
Monster Beverage Corp (MNST) 0.0 $205k 2.1k 96.12
Banco Santander Sa Adr (SAN) 0.0 $204k 15k 13.80
Accenture Plc Ireland Shs Class A (ACN) 0.0 $204k 1.6k 124.44
Nutanix Cl A (NTNX) 0.0 $202k 4.0k 50.96
Hldgs (UAL) 0.0 $202k 1.5k 135.99
Zoetis Cl A (ZTS) 0.0 $202k 2.8k 71.86
Semtech Corporation (SMTC) 0.0 $202k 1.2k 161.85
Baker Hughes Company Cl A (BKR) 0.0 $202k 3.6k 55.50
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $201k 2.1k 96.49
Lennar Corp CL B (LEN.B) 0.0 $200k 2.3k 88.71
Wendy's/arby's Group (WEN) 0.0 $174k 21k 8.29
Cushman And Wakefield Common Shares (CWK) 0.0 $173k 13k 13.39
Neogen Corporation (NEOG) 0.0 $162k 18k 8.99
Owl Rock Capital Corporation (OBDC) 0.0 $136k 13k 10.87
Oncolytics Biotech Com New (ONCY) 0.0 $134k 141k 0.95
Alpha Tau Medical Ordinary Shares (DRTS) 0.0 $126k 10k 12.58
Cnh Indl N V SHS (CNH) 0.0 $118k 11k 11.23
Immix Biopharma (IMMX) 0.0 $103k 10k 10.31
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $67k 12k 5.83
Clover Health Investments Com Cl A (CLOV) 0.0 $66k 13k 5.24
American Axle & Manufact. Holdings (DCH) 0.0 $65k 12k 5.42
Cytek Biosciences (CTKB) 0.0 $57k 13k 4.43
Indie Semiconductor Class A Com (INDI) 0.0 $50k 11k 4.49
Gt Biopharma (GTBP) 0.0 $49k 100k 0.49
Zoominfo Technologies Common Stock (GTM) 0.0 $40k 14k 2.93
Eledon Pharmaceuticals (ELDN) 0.0 $39k 10k 3.94
Sabre (SABR) 0.0 $24k 12k 2.09
Defi Technologies (DEFT) 0.0 $5.8k 11k 0.51