Evermay Wealth Management as of June 30, 2024
Portfolio Holdings for Evermay Wealth Management
Evermay Wealth Management holds 609 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 18.0 | $112M | 1.7M | 64.44 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.3 | $71M | 141k | 501.68 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.9 | $43M | 734k | 58.52 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.1 | $32M | 58k | 545.85 | |
| Ishares Tr Core S&p500 Etf (IVV) | 4.5 | $28M | 52k | 547.23 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 4.1 | $26M | 254k | 100.71 | |
| Apple (AAPL) | 2.0 | $13M | 61k | 210.62 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.9 | $12M | 109k | 106.66 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $12M | 43k | 268.05 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.8 | $11M | 93k | 118.60 | |
| Wisdomtree Tr Em Ex St-owned (XSOE) | 1.4 | $8.9M | 290k | 30.63 | |
| Amazon (AMZN) | 1.4 | $8.7M | 45k | 193.25 | |
| Microsoft Corporation (MSFT) | 1.4 | $8.5M | 19k | 446.96 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $7.8M | 32k | 242.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $6.8M | 37k | 182.15 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.0 | $6.3M | 112k | 56.68 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.0 | $6.1M | 147k | 41.53 | |
| John Marshall Ban (JMSB) | 0.9 | $5.9M | 334k | 17.66 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.9 | $5.8M | 119k | 48.54 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $5.3M | 54k | 97.07 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $4.8M | 62k | 78.33 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.7 | $4.4M | 86k | 51.30 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $4.3M | 21k | 202.89 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $4.3M | 21k | 202.26 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.7 | $4.3M | 67k | 64.00 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.6 | $4.0M | 145k | 27.67 | |
| Eli Lilly & Co. (LLY) | 0.6 | $3.7M | 4.1k | 905.38 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.1M | 7.7k | 406.80 | |
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $3.1M | 71k | 43.93 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.5 | $3.1M | 76k | 40.23 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $2.9M | 7.8k | 374.39 | |
| Danaher Corporation (DHR) | 0.5 | $2.9M | 11k | 250.10 | |
| Visa Com Cl A (V) | 0.4 | $2.8M | 11k | 262.47 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $2.8M | 16k | 174.47 | |
| Meta Platforms Cl A (META) | 0.4 | $2.6M | 5.1k | 504.22 | |
| NVIDIA Corporation (NVDA) | 0.4 | $2.5M | 20k | 123.54 | |
| Home Depot (HD) | 0.4 | $2.5M | 7.2k | 344.23 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.4 | $2.4M | 43k | 57.29 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $2.4M | 11k | 218.57 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.4M | 48k | 49.42 | |
| Merck & Co (MRK) | 0.4 | $2.3M | 19k | 124.37 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $2.1M | 12k | 182.65 | |
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.0M | 12k | 161.32 | |
| Pepsi (PEP) | 0.3 | $1.8M | 11k | 164.93 | |
| Nextera Energy (NEE) | 0.3 | $1.8M | 25k | 70.81 | |
| Costco Wholesale Corporation (COST) | 0.3 | $1.8M | 2.1k | 850.10 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.7M | 39k | 43.76 | |
| Martin Marietta Materials (MLM) | 0.3 | $1.6M | 3.0k | 541.80 | |
| McDonald's Corporation (MCD) | 0.3 | $1.6M | 6.4k | 254.84 | |
| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.3 | $1.6M | 26k | 60.11 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.6M | 4.3k | 364.51 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $1.5M | 32k | 48.13 | |
| Brown & Brown (BRO) | 0.2 | $1.5M | 17k | 89.41 | |
| Ishares Msci Gbl Etf New (PICK) | 0.2 | $1.4M | 35k | 40.83 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.4M | 8.6k | 164.28 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $1.4M | 48k | 29.67 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $1.4M | 41k | 33.93 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.4M | 9.5k | 146.17 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.4M | 12k | 115.12 | |
| Broadcom (AVGO) | 0.2 | $1.4M | 857.00 | 1605.53 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.4M | 36k | 38.62 | |
| UnitedHealth (UNH) | 0.2 | $1.3M | 2.5k | 509.18 | |
| Abbvie (ABBV) | 0.2 | $1.3M | 7.6k | 171.52 | |
| Yum! Brands (YUM) | 0.2 | $1.3M | 9.7k | 132.46 | |
| Procter & Gamble Company (PG) | 0.2 | $1.3M | 7.7k | 164.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.3M | 6.9k | 183.42 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.2M | 19k | 63.07 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $1.2M | 13k | 88.13 | |
| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.2M | 22k | 53.53 | |
| Moody's Corporation (MCO) | 0.2 | $1.2M | 2.7k | 420.93 | |
| Stryker Corporation (SYK) | 0.2 | $1.1M | 3.4k | 340.75 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $1.1M | 11k | 100.23 | |
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.2 | $1.1M | 32k | 34.66 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $1.1M | 11k | 100.39 | |
| Eaton Corp SHS (ETN) | 0.2 | $1.1M | 3.4k | 313.55 | |
| Arch Cap Group Ord (ACGL) | 0.2 | $1.1M | 11k | 100.89 | |
| Labcorp Holdings Com Shs (LH) | 0.2 | $1.1M | 5.2k | 203.51 | |
| First Virginia Community Bank (FVCB) | 0.2 | $1.0M | 96k | 10.92 | |
| Norfolk Southern (NSC) | 0.2 | $987k | 4.6k | 214.69 | |
| Vanguard World Health Car Etf (VHT) | 0.2 | $979k | 3.7k | 266.01 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $955k | 36k | 26.57 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $954k | 2.2k | 435.95 | |
| Applied Materials (AMAT) | 0.2 | $953k | 4.0k | 235.99 | |
| American Express Company (AXP) | 0.2 | $936k | 4.0k | 231.55 | |
| TJX Companies (TJX) | 0.1 | $920k | 8.4k | 110.10 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.1 | $915k | 27k | 34.11 | |
| Cisco Systems (CSCO) | 0.1 | $892k | 19k | 47.51 | |
| Anthem (ELV) | 0.1 | $861k | 1.6k | 541.86 | |
| Synopsys (SNPS) | 0.1 | $854k | 1.4k | 595.06 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $824k | 20k | 42.12 | |
| Amgen (AMGN) | 0.1 | $817k | 2.6k | 312.45 | |
| Marriott Intl Cl A (MAR) | 0.1 | $775k | 3.2k | 241.77 | |
| Broadstone Net Lease (BNL) | 0.1 | $774k | 49k | 15.96 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $764k | 3.1k | 250.41 | |
| Rockwell Automation (ROK) | 0.1 | $758k | 2.8k | 275.28 | |
| Enterprise Products Partners (EPD) | 0.1 | $749k | 26k | 28.98 | |
| Chevron Corporation (CVX) | 0.1 | $727k | 4.6k | 156.43 | |
| United Rentals (URI) | 0.1 | $726k | 1.1k | 646.73 | |
| salesforce (CRM) | 0.1 | $715k | 2.8k | 257.10 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $713k | 2.3k | 303.41 | |
| D.R. Horton (DHI) | 0.1 | $711k | 5.0k | 140.93 | |
| Kinder Morgan (KMI) | 0.1 | $687k | 35k | 19.87 | |
| Air Products & Chemicals (APD) | 0.1 | $678k | 2.6k | 258.05 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $674k | 1.2k | 555.54 | |
| Automatic Data Processing (ADP) | 0.1 | $671k | 2.8k | 239.80 | |
| Roper Industries (ROP) | 0.1 | $669k | 1.2k | 563.66 | |
| Kinsale Cap Group (KNSL) | 0.1 | $669k | 1.7k | 385.28 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $667k | 14k | 47.60 | |
| Intercontinental Exchange (ICE) | 0.1 | $662k | 4.8k | 136.89 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $656k | 11k | 62.65 | |
| Oracle Corporation (ORCL) | 0.1 | $647k | 4.6k | 141.20 | |
| Honeywell International (HON) | 0.1 | $635k | 3.0k | 213.54 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $607k | 5.0k | 120.98 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $598k | 7.7k | 77.96 | |
| Palo Alto Networks (PANW) | 0.1 | $583k | 1.7k | 339.01 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $576k | 1.7k | 333.50 | |
| Pfizer (PFE) | 0.1 | $576k | 21k | 27.98 | |
| United Parcel Service CL B (UPS) | 0.1 | $570k | 4.2k | 136.85 | |
| Caterpillar (CAT) | 0.1 | $567k | 1.7k | 333.06 | |
| Coca-Cola Company (KO) | 0.1 | $565k | 8.8k | 64.02 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $564k | 1.3k | 441.16 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $560k | 14k | 39.16 | |
| Tesla Motors (TSLA) | 0.1 | $544k | 2.8k | 197.88 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $539k | 1.2k | 466.93 | |
| Trex Company (TREX) | 0.1 | $525k | 7.1k | 74.12 | |
| Wells Fargo & Company (WFC) | 0.1 | $517k | 8.7k | 59.39 | |
| Netflix (NFLX) | 0.1 | $495k | 733.00 | 674.88 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $483k | 2.9k | 169.30 | |
| Servicenow (NOW) | 0.1 | $482k | 613.00 | 786.67 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $450k | 3.0k | 152.30 | |
| Amphenol Corp Cl A (APH) | 0.1 | $449k | 6.7k | 67.44 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $448k | 5.3k | 83.96 | |
| Union Pacific Corporation (UNP) | 0.1 | $448k | 2.0k | 226.26 | |
| Vulcan Materials Company (VMC) | 0.1 | $447k | 1.8k | 248.68 | |
| Wal-Mart Stores (WMT) | 0.1 | $445k | 6.6k | 67.71 | |
| Lowe's Companies (LOW) | 0.1 | $433k | 2.0k | 220.46 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $432k | 780.00 | 553.28 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $429k | 2.9k | 150.41 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $416k | 6.3k | 65.72 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $412k | 16k | 26.58 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $407k | 7.1k | 57.61 | |
| Chubb (CB) | 0.1 | $406k | 1.6k | 255.55 | |
| Fastenal Company (FAST) | 0.1 | $392k | 6.2k | 62.84 | |
| Walt Disney Company (DIS) | 0.1 | $389k | 3.9k | 99.30 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $383k | 1.7k | 229.57 | |
| Colgate-Palmolive Company (CL) | 0.1 | $382k | 3.9k | 97.04 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $380k | 5.2k | 73.69 | |
| Microchip Technology (MCHP) | 0.1 | $376k | 4.1k | 91.50 | |
| General Dynamics Corporation (GD) | 0.1 | $368k | 1.3k | 290.14 | |
| Abbott Laboratories (ABT) | 0.1 | $364k | 3.5k | 103.91 | |
| Travelers Companies (TRV) | 0.1 | $360k | 1.8k | 203.34 | |
| Emerson Electric (EMR) | 0.1 | $356k | 3.2k | 110.16 | |
| Bank of America Corporation (BAC) | 0.1 | $355k | 8.9k | 39.77 | |
| Bristol Myers Squibb (BMY) | 0.1 | $354k | 8.5k | 41.53 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $337k | 861.00 | 391.59 | |
| BlackRock | 0.1 | $334k | 424.00 | 787.32 | |
| Ge Aerospace Com New (GE) | 0.1 | $318k | 2.0k | 158.94 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $317k | 1.7k | 182.01 | |
| Target Corporation (TGT) | 0.1 | $315k | 2.1k | 148.04 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $307k | 3.8k | 81.08 | |
| CSX Corporation (CSX) | 0.0 | $305k | 9.1k | 33.45 | |
| Ecolab (ECL) | 0.0 | $304k | 1.3k | 238.54 | |
| MercadoLibre (MELI) | 0.0 | $302k | 184.00 | 1643.40 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $302k | 1.7k | 173.48 | |
| Intel Corporation (INTC) | 0.0 | $302k | 9.7k | 30.97 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $291k | 2.4k | 123.80 | |
| Jacobs Engineering Group (J) | 0.0 | $284k | 2.0k | 139.71 | |
| Arista Networks | 0.0 | $280k | 800.00 | 350.48 | |
| Proshares Tr Large Cap Cre (CSM) | 0.0 | $273k | 4.4k | 62.20 | |
| Verisk Analytics (VRSK) | 0.0 | $268k | 995.00 | 269.55 | |
| Motorola Solutions Com New (MSI) | 0.0 | $268k | 693.00 | 386.96 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $265k | 2.6k | 100.92 | |
| Yum China Holdings (YUMC) | 0.0 | $262k | 8.5k | 30.84 | |
| Vanguard World Materials Etf (VAW) | 0.0 | $261k | 1.4k | 193.45 | |
| Lam Research Corporation | 0.0 | $249k | 234.00 | 1065.87 | |
| Medtronic SHS (MDT) | 0.0 | $249k | 3.1k | 79.37 | |
| Illinois Tool Works (ITW) | 0.0 | $249k | 1.0k | 237.86 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $245k | 2.7k | 91.16 | |
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $244k | 14k | 17.00 | |
| International Business Machines (IBM) | 0.0 | $241k | 1.4k | 172.97 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $237k | 1.7k | 136.85 | |
| Shopify Cl A (SHOP) | 0.0 | $235k | 3.6k | 66.05 | |
| Booking Holdings (BKNG) | 0.0 | $234k | 59.00 | 3961.51 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $233k | 2.4k | 96.62 | |
| Fortive (FTV) | 0.0 | $233k | 3.1k | 74.10 | |
| Truist Financial Corp equities (TFC) | 0.0 | $233k | 6.0k | 38.85 | |
| American Tower Reit (AMT) | 0.0 | $230k | 1.2k | 195.83 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $223k | 2.3k | 95.56 | |
| Leidos Holdings (LDOS) | 0.0 | $218k | 1.5k | 145.88 | |
| Centrus Energy Corp Cl A (LEU) | 0.0 | $214k | 5.0k | 42.75 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $209k | 1.2k | 170.76 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $206k | 1.1k | 194.53 | |
| T. Rowe Price (TROW) | 0.0 | $205k | 1.8k | 115.31 | |
| Cummins (CMI) | 0.0 | $204k | 737.00 | 276.93 | |
| Fulton Financial (FULT) | 0.0 | $203k | 12k | 16.98 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $201k | 2.6k | 78.31 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $198k | 413.00 | 479.20 | |
| L3harris Technologies (LHX) | 0.0 | $198k | 881.00 | 224.58 | |
| Nike CL B (NKE) | 0.0 | $196k | 2.6k | 75.65 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $196k | 746.00 | 262.53 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $194k | 383.00 | 505.81 | |
| Zimmer Holdings (ZBH) | 0.0 | $191k | 1.8k | 108.76 | |
| Renew Energy Global Cl A Shs (RNW) | 0.0 | $187k | 30k | 6.24 | |
| Dollar Tree (DLTR) | 0.0 | $180k | 1.7k | 106.77 | |
| Sherwin-Williams Company (SHW) | 0.0 | $180k | 604.00 | 298.43 | |
| Cbre Group Cl A (CBRE) | 0.0 | $180k | 2.0k | 89.11 | |
| Tyler Technologies (TYL) | 0.0 | $174k | 346.00 | 502.78 | |
| McKesson Corporation (MCK) | 0.0 | $172k | 294.00 | 584.66 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $169k | 3.5k | 48.74 | |
| Metropcs Communications (TMUS) | 0.0 | $167k | 947.00 | 176.18 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $161k | 2.7k | 58.64 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $158k | 2.2k | 72.64 | |
| Masco Corporation (MAS) | 0.0 | $157k | 2.3k | 66.67 | |
| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $156k | 2.4k | 66.51 | |
| Match Group (MTCH) | 0.0 | $154k | 5.1k | 30.38 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $154k | 1.3k | 120.78 | |
| Sandy Spring Ban (SASR) | 0.0 | $152k | 6.2k | 24.36 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $151k | 1.6k | 92.53 | |
| S&p Global (SPGI) | 0.0 | $149k | 335.00 | 446.00 | |
| Verizon Communications (VZ) | 0.0 | $147k | 3.6k | 41.24 | |
| CVS Caremark Corporation (CVS) | 0.0 | $146k | 2.5k | 59.06 | |
| Capital One Financial (COF) | 0.0 | $144k | 1.0k | 138.45 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $143k | 306.00 | 468.72 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $143k | 1.5k | 98.21 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $143k | 322.00 | 444.85 | |
| Public Storage (PSA) | 0.0 | $142k | 494.00 | 287.65 | |
| American Water Works (AWK) | 0.0 | $142k | 1.1k | 129.16 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $142k | 659.00 | 215.01 | |
| Watsco, Incorporated (WSO) | 0.0 | $141k | 305.00 | 463.24 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $140k | 133.00 | 1051.03 | |
| TowneBank (TOWN) | 0.0 | $138k | 5.0k | 27.52 | |
| United Bankshares (UBSI) | 0.0 | $137k | 4.2k | 32.81 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $136k | 1.7k | 78.20 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $134k | 250.00 | 537.08 | |
| Valero Energy Corporation (VLO) | 0.0 | $133k | 850.00 | 156.76 | |
| Canadian Natural Resources (CNQ) | 0.0 | $130k | 3.6k | 35.98 | |
| Fiserv (FI) | 0.0 | $128k | 859.00 | 149.04 | |
| Cadence Design Systems (CDNS) | 0.0 | $126k | 409.00 | 307.75 | |
| Cooper Cos (COO) | 0.0 | $126k | 1.4k | 87.30 | |
| Linde SHS (LIN) | 0.0 | $126k | 286.00 | 438.81 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $125k | 1.2k | 106.46 | |
| Managed Portfolio Series Tortoise Nram Pi | 0.0 | $125k | 4.3k | 28.83 | |
| Global X Fds Emerging Mkt Grt (EMC) | 0.0 | $125k | 4.6k | 27.17 | |
| Qualcomm (QCOM) | 0.0 | $125k | 626.00 | 199.18 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $125k | 943.00 | 132.05 | |
| Carrier Global Corporation (CARR) | 0.0 | $123k | 1.9k | 63.21 | |
| EastGroup Properties (EGP) | 0.0 | $122k | 714.00 | 170.10 | |
| Progressive Corporation (PGR) | 0.0 | $121k | 582.00 | 207.71 | |
| Phillips 66 (PSX) | 0.0 | $120k | 850.00 | 141.17 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $119k | 373.00 | 318.55 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $117k | 913.00 | 128.43 | |
| General Mills (GIS) | 0.0 | $117k | 1.8k | 63.24 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $117k | 1.2k | 95.66 | |
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.0 | $115k | 4.1k | 28.15 | |
| 3M Company (MMM) | 0.0 | $112k | 1.1k | 102.19 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $112k | 1.6k | 70.94 | |
| Vail Resorts (MTN) | 0.0 | $111k | 610.00 | 181.35 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $110k | 1.0k | 110.35 | |
| Gladstone Commercial Corporation (GOOD) | 0.0 | $110k | 7.7k | 14.27 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $108k | 1.8k | 59.89 | |
| Boeing Company (BA) | 0.0 | $107k | 588.00 | 182.01 | |
| Constellation Brands Cl A (STZ) | 0.0 | $107k | 414.00 | 257.28 | |
| Ishares Tr Intl Dev Re Etf (IFGL) | 0.0 | $106k | 5.3k | 19.80 | |
| CBOE Holdings (CBOE) | 0.0 | $106k | 622.00 | 170.06 | |
| Prudential Financial (PRU) | 0.0 | $106k | 900.00 | 117.19 | |
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.0 | $103k | 2.3k | 44.60 | |
| Clorox Company (CLX) | 0.0 | $103k | 753.00 | 136.42 | |
| Philip Morris International (PM) | 0.0 | $102k | 998.00 | 102.23 | |
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $102k | 1.0k | 99.10 | |
| Atlantic Union B (AUB) | 0.0 | $102k | 3.1k | 32.85 | |
| Illumina (ILMN) | 0.0 | $99k | 945.00 | 104.38 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $98k | 534.00 | 182.80 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $97k | 1.8k | 54.01 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $94k | 300.00 | 314.52 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $93k | 2.7k | 35.08 | |
| Jabil Circuit (JBL) | 0.0 | $93k | 858.00 | 108.79 | |
| AES Corporation (AES) | 0.0 | $93k | 5.3k | 17.57 | |
| Analog Devices (ADI) | 0.0 | $91k | 399.00 | 228.26 | |
| General Motors Company (GM) | 0.0 | $88k | 1.9k | 46.46 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $88k | 3.2k | 27.44 | |
| Altria (MO) | 0.0 | $87k | 1.9k | 46.35 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $86k | 1.3k | 68.14 | |
| Williams-Sonoma (WSM) | 0.0 | $85k | 300.00 | 282.37 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $84k | 872.00 | 96.26 | |
| Digital Realty Trust (DLR) | 0.0 | $83k | 546.00 | 152.05 | |
| Snowflake Cl A (SNOW) | 0.0 | $83k | 614.00 | 135.09 | |
| Owens Corning (OC) | 0.0 | $83k | 475.00 | 173.72 | |
| SYSCO Corporation (SYY) | 0.0 | $82k | 1.2k | 71.39 | |
| American Electric Power Company (AEP) | 0.0 | $82k | 935.00 | 87.70 | |
| Unilever Spon Adr New (UL) | 0.0 | $82k | 1.5k | 54.99 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $80k | 1.0k | 77.95 | |
| AmerisourceBergen (COR) | 0.0 | $79k | 350.00 | 225.30 | |
| Matson (MATX) | 0.0 | $79k | 600.00 | 130.97 | |
| Dominion Resources (D) | 0.0 | $79k | 1.6k | 49.00 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $78k | 288.00 | 269.99 | |
| Ball Corporation (BALL) | 0.0 | $77k | 1.3k | 60.02 | |
| Ge Vernova (GEV) | 0.0 | $77k | 451.00 | 171.51 | |
| Markel Corporation (MKL) | 0.0 | $77k | 49.00 | 1575.67 | |
| Chart Industries (GTLS) | 0.0 | $77k | 534.00 | 144.34 | |
| Hubbell (HUBB) | 0.0 | $77k | 210.00 | 365.48 | |
| BlackRock Global Energy & Resources Trus (BGR) | 0.0 | $77k | 5.8k | 13.22 | |
| Cme (CME) | 0.0 | $76k | 386.00 | 196.60 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $75k | 513.00 | 145.75 | |
| Electronic Arts (EA) | 0.0 | $75k | 535.00 | 139.33 | |
| Dupont De Nemours (DD) | 0.0 | $74k | 922.00 | 80.49 | |
| Acuity Brands (AYI) | 0.0 | $72k | 300.00 | 241.44 | |
| Deere & Company (DE) | 0.0 | $72k | 193.00 | 373.63 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $71k | 1.8k | 39.27 | |
| Atlassian Corporation Cl A (TEAM) | 0.0 | $71k | 400.00 | 176.88 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $71k | 400.00 | 176.60 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $71k | 1.7k | 41.54 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $71k | 3.9k | 18.06 | |
| Us Bancorp Del Com New (USB) | 0.0 | $70k | 1.7k | 40.16 | |
| Edwards Lifesciences (EW) | 0.0 | $69k | 747.00 | 92.37 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.0 | $69k | 1.9k | 36.30 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $69k | 491.00 | 139.44 | |
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $68k | 1.1k | 64.73 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $66k | 800.00 | 82.60 | |
| Corning Incorporated (GLW) | 0.0 | $66k | 1.7k | 38.85 | |
| Emcor (EME) | 0.0 | $66k | 180.00 | 365.08 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $65k | 670.00 | 97.67 | |
| Eagle Materials (EXP) | 0.0 | $65k | 300.00 | 217.46 | |
| Pure Storage Cl A (PSTG) | 0.0 | $64k | 1.0k | 64.21 | |
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $64k | 1.2k | 55.10 | |
| Paccar (PCAR) | 0.0 | $63k | 616.00 | 102.94 | |
| Ameriprise Financial (AMP) | 0.0 | $63k | 148.00 | 427.20 | |
| Advanced Micro Devices (AMD) | 0.0 | $63k | 389.00 | 162.21 | |
| International Flavors & Fragrances (IFF) | 0.0 | $62k | 650.00 | 95.64 | |
| Paypal Holdings (PYPL) | 0.0 | $60k | 1.0k | 58.03 | |
| Equity Comwlth 6.5 CNV PFD D | 0.0 | $58k | 2.3k | 24.91 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $58k | 740.00 | 78.58 | |
| Ametek (AME) | 0.0 | $58k | 345.00 | 166.71 | |
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $57k | 1.2k | 47.49 | |
| MetLife (MET) | 0.0 | $56k | 800.00 | 70.19 | |
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $56k | 601.00 | 93.10 | |
| Globe Life (GL) | 0.0 | $56k | 675.00 | 82.28 | |
| Builders FirstSource (BLDR) | 0.0 | $55k | 400.00 | 138.41 | |
| BorgWarner (BWA) | 0.0 | $55k | 1.7k | 32.24 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $53k | 800.00 | 66.77 | |
| Micron Technology (MU) | 0.0 | $53k | 400.00 | 131.53 | |
| Goldman Sachs (GS) | 0.0 | $52k | 115.00 | 452.32 | |
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $52k | 2.1k | 24.77 | |
| Genuine Parts Company (GPC) | 0.0 | $52k | 370.00 | 139.32 | |
| Matthews Asia Fds Emerging Mkt Dis (MEMS) | 0.0 | $51k | 2.0k | 25.45 | |
| Pulte (PHM) | 0.0 | $50k | 455.00 | 110.10 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $50k | 1.6k | 31.15 | |
| Southern Company (SO) | 0.0 | $49k | 628.00 | 77.52 | |
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $48k | 700.00 | 68.28 | |
| Prologis (PLD) | 0.0 | $48k | 425.00 | 112.31 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $48k | 400.00 | 118.91 | |
| American Woodmark Corporation (AMWD) | 0.0 | $47k | 600.00 | 78.60 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $47k | 1.1k | 42.58 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $46k | 406.00 | 114.00 | |
| Vanguard World Energy Etf (VDE) | 0.0 | $46k | 356.00 | 128.52 | |
| Oneok (OKE) | 0.0 | $46k | 560.00 | 81.55 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $45k | 550.00 | 81.97 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $45k | 376.00 | 118.52 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $45k | 600.00 | 74.18 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $43k | 463.00 | 92.71 | |
| Paycom Software (PAYC) | 0.0 | $43k | 300.00 | 143.04 | |
| Walgreen Boots Alliance | 0.0 | $42k | 3.5k | 12.10 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $42k | 326.00 | 127.18 | |
| Southwest Gas Corporation (SWX) | 0.0 | $38k | 533.00 | 70.38 | |
| Tri Pointe Homes (TPH) | 0.0 | $37k | 1.0k | 37.25 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $37k | 608.00 | 60.30 | |
| Kenvue (KVUE) | 0.0 | $36k | 2.0k | 18.18 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $36k | 2.0k | 17.86 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $36k | 250.00 | 142.74 | |
| Starbucks Corporation (SBUX) | 0.0 | $35k | 453.00 | 77.92 | |
| Sempra Energy (SRE) | 0.0 | $35k | 458.00 | 76.68 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $35k | 402.00 | 87.32 | |
| Discover Financial Services | 0.0 | $35k | 268.00 | 130.81 | |
| PPG Industries (PPG) | 0.0 | $33k | 260.00 | 125.89 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $33k | 790.00 | 41.11 | |
| Boston Scientific Corporation (BSX) | 0.0 | $32k | 419.00 | 77.01 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $32k | 634.00 | 50.47 | |
| Autodesk (ADSK) | 0.0 | $32k | 129.00 | 247.46 | |
| O'reilly Automotive (ORLY) | 0.0 | $32k | 30.00 | 1056.07 | |
| Energizer Holdings (ENR) | 0.0 | $31k | 1.1k | 29.54 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $31k | 125.00 | 249.62 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $31k | 316.00 | 97.27 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $30k | 1.8k | 16.22 | |
| Align Technology (ALGN) | 0.0 | $29k | 120.00 | 241.43 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $29k | 514.00 | 56.32 | |
| Dell Technologies CL C (DELL) | 0.0 | $28k | 206.00 | 137.91 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $28k | 735.00 | 38.41 | |
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.0 | $28k | 385.00 | 72.94 | |
| PPL Corporation (PPL) | 0.0 | $28k | 1.0k | 27.91 | |
| PNC Financial Services (PNC) | 0.0 | $27k | 174.00 | 155.48 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $27k | 449.00 | 60.08 | |
| Huntington Ingalls Inds (HII) | 0.0 | $27k | 108.00 | 246.33 | |
| Atmus Filtration Technologies Ord (ATMU) | 0.0 | $26k | 902.00 | 28.78 | |
| Cigna Corp (CI) | 0.0 | $25k | 76.00 | 330.58 | |
| Howmet Aerospace (HWM) | 0.0 | $24k | 314.00 | 77.63 | |
| Cheniere Energy Partners Com Unit (CQP) | 0.0 | $24k | 485.00 | 49.11 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $24k | 500.00 | 47.44 | |
| Church & Dwight (CHD) | 0.0 | $24k | 227.00 | 103.68 | |
| Ishares Tr Robotics Artif (ARTY) | 0.0 | $23k | 700.00 | 33.19 | |
| EOG Resources (EOG) | 0.0 | $22k | 178.00 | 125.87 | |
| Crown Castle Intl (CCI) | 0.0 | $22k | 223.00 | 97.70 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $21k | 1.1k | 18.72 | |
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $21k | 200.00 | 102.78 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $20k | 243.00 | 83.85 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $20k | 77.00 | 264.31 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $20k | 330.00 | 61.27 | |
| Dentsply Sirona (XRAY) | 0.0 | $20k | 800.00 | 25.03 | |
| Tower Semiconductor Shs New (TSEM) | 0.0 | $20k | 500.00 | 39.31 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $19k | 50.00 | 383.20 | |
| Nv5 Holding (NVEE) | 0.0 | $19k | 200.00 | 92.97 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $18k | 155.00 | 117.49 | |
| Waste Management (WM) | 0.0 | $17k | 80.00 | 213.35 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $17k | 448.00 | 37.67 | |
| FedEx Corporation (FDX) | 0.0 | $17k | 55.00 | 299.85 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $16k | 282.00 | 57.24 | |
| AFLAC Incorporated (AFL) | 0.0 | $16k | 180.00 | 89.31 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $15k | 101.00 | 151.63 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $15k | 310.00 | 48.60 | |
| Te Connectivity SHS | 0.0 | $15k | 100.00 | 150.43 | |
| NewMarket Corporation (NEU) | 0.0 | $15k | 29.00 | 518.10 | |
| Block Cl A (XYZ) | 0.0 | $15k | 230.00 | 64.49 | |
| Consolidated Edison (ED) | 0.0 | $15k | 165.00 | 89.42 | |
| Hubspot (HUBS) | 0.0 | $15k | 25.00 | 589.80 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $15k | 1.1k | 13.32 | |
| Uber Technologies (UBER) | 0.0 | $15k | 200.00 | 72.68 | |
| Welltower Inc Com reit (WELL) | 0.0 | $14k | 137.00 | 104.26 | |
| Carlisle Companies (CSL) | 0.0 | $14k | 35.00 | 405.23 | |
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $14k | 300.00 | 45.95 | |
| CarMax (KMX) | 0.0 | $14k | 186.00 | 73.34 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $14k | 130.00 | 103.85 | |
| Hca Holdings (HCA) | 0.0 | $14k | 42.00 | 321.29 | |
| Kayne Anderson MLP Investment (KYN) | 0.0 | $13k | 1.3k | 10.55 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $13k | 250.00 | 52.88 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $13k | 179.00 | 73.66 | |
| Realty Income (O) | 0.0 | $13k | 238.00 | 52.82 | |
| ConocoPhillips (COP) | 0.0 | $13k | 109.00 | 114.39 | |
| Carlyle Group (CG) | 0.0 | $12k | 308.00 | 40.15 | |
| Vontier Corporation (VNT) | 0.0 | $12k | 323.00 | 38.20 | |
| Msc Indl Direct Cl A (MSM) | 0.0 | $12k | 153.00 | 79.44 | |
| Dover Corporation (DOV) | 0.0 | $12k | 65.00 | 180.46 | |
| Evergy (EVRG) | 0.0 | $12k | 220.00 | 52.97 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $12k | 55.00 | 210.73 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $12k | 201.00 | 57.27 | |
| Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) | 0.0 | $11k | 265.00 | 43.09 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $11k | 150.00 | 74.52 | |
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $11k | 125.00 | 88.74 | |
| Kraft Heinz (KHC) | 0.0 | $11k | 340.00 | 32.22 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $11k | 180.00 | 60.45 | |
| FTI Consulting (FCN) | 0.0 | $11k | 50.00 | 215.54 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $11k | 200.00 | 52.42 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $10k | 298.00 | 34.87 | |
| Gilead Sciences (GILD) | 0.0 | $10k | 150.00 | 68.61 | |
| Provident Financial Services (PFS) | 0.0 | $10k | 709.00 | 14.35 | |
| At&t (T) | 0.0 | $10k | 530.00 | 19.11 | |
| Stanley Black & Decker (SWK) | 0.0 | $10k | 126.00 | 79.90 | |
| Flowers Foods (FLO) | 0.0 | $10k | 450.00 | 22.20 | |
| Annaly Capital Management In Com New (NLY) | 0.0 | $9.9k | 500.00 | 19.71 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $9.8k | 147.00 | 66.48 | |
| IDEXX Laboratories (IDXX) | 0.0 | $9.7k | 20.00 | 487.20 | |
| Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) | 0.0 | $9.7k | 300.00 | 32.39 | |
| Paychex (PAYX) | 0.0 | $9.5k | 80.00 | 118.56 | |
| Sarepta Therapeutics (SRPT) | 0.0 | $9.5k | 60.00 | 158.00 | |
| Encana Corporation (OVV) | 0.0 | $9.4k | 200.00 | 46.87 | |
| One Gas (OGS) | 0.0 | $8.9k | 140.00 | 63.85 | |
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $8.8k | 166.00 | 53.24 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $8.8k | 400.00 | 22.05 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $8.8k | 170.00 | 51.87 | |
| Expeditors International of Washington (EXPD) | 0.0 | $8.7k | 70.00 | 124.80 | |
| Invesco Exchange Traded Fd T Building & Const (PKB) | 0.0 | $8.5k | 125.00 | 67.82 | |
| Brookfield Infrastructure Com Sb Vtg Shs A | 0.0 | $8.4k | 249.00 | 33.66 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $8.2k | 120.00 | 68.00 | |
| Entergy Corporation (ETR) | 0.0 | $8.1k | 76.00 | 107.14 | |
| Baxter International (BAX) | 0.0 | $8.0k | 240.00 | 33.45 | |
| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.0 | $7.9k | 126.00 | 62.82 | |
| Lululemon Athletica (LULU) | 0.0 | $7.8k | 26.00 | 298.73 | |
| GSK Sponsored Adr (GSK) | 0.0 | $7.7k | 198.00 | 38.89 | |
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $7.3k | 71.00 | 102.73 | |
| Shell Spon Ads (SHEL) | 0.0 | $7.2k | 100.00 | 72.18 | |
| Hldgs (UAL) | 0.0 | $7.0k | 143.00 | 48.66 | |
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $6.9k | 107.00 | 64.92 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $6.9k | 50.00 | 137.26 | |
| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.0 | $6.8k | 110.00 | 61.95 | |
| Sun Life Financial (SLF) | 0.0 | $6.8k | 139.00 | 48.99 | |
| Viatris (VTRS) | 0.0 | $6.8k | 638.00 | 10.63 | |
| Zoetis Cl A (ZTS) | 0.0 | $6.6k | 38.00 | 173.37 | |
| Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.0 | $6.6k | 160.00 | 41.06 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $6.3k | 90.00 | 70.53 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Ex Rat (XRLV) | 0.0 | $6.1k | 125.00 | 49.16 | |
| Solaredge Technologies (SEDG) | 0.0 | $5.9k | 233.00 | 25.26 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $5.9k | 58.00 | 101.07 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $5.8k | 115.00 | 50.50 | |
| Keysight Technologies (KEYS) | 0.0 | $5.7k | 42.00 | 136.76 | |
| Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) | 0.0 | $5.7k | 140.00 | 40.79 | |
| Spdr Ser Tr S&p Kensho New (KOMP) | 0.0 | $5.3k | 115.00 | 46.08 | |
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $5.2k | 224.00 | 23.34 | |
| Morgan Stanley Com New (MS) | 0.0 | $5.1k | 52.00 | 97.19 | |
| Invesco Exchange Traded Fd T Oil & Gas Servic (PXJ) | 0.0 | $5.0k | 155.00 | 31.96 | |
| Ishares Tr Ibonds 24 Trm Ts | 0.0 | $4.9k | 205.00 | 23.98 | |
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $4.7k | 177.00 | 26.73 | |
| Neogen Corporation (NEOG) | 0.0 | $4.7k | 300.00 | 15.63 | |
| Ford Motor Company (F) | 0.0 | $4.6k | 367.00 | 12.53 | |
| Mosaic (MOS) | 0.0 | $4.3k | 150.00 | 28.90 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $4.3k | 14.00 | 308.71 | |
| Mp Materials Corp Com Cl A (MP) | 0.0 | $4.3k | 335.00 | 12.73 | |
| Murphy Oil Corporation (MUR) | 0.0 | $4.1k | 100.00 | 41.24 | |
| Newmont Mining Corporation (NEM) | 0.0 | $4.1k | 98.00 | 41.88 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $4.1k | 4.00 | 1022.75 | |
| Alcoa (AA) | 0.0 | $4.1k | 102.00 | 39.78 | |
| Diageo Spon Adr New (DEO) | 0.0 | $4.0k | 32.00 | 126.09 | |
| Stellantis SHS (STLA) | 0.0 | $4.0k | 200.00 | 19.85 | |
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.0 | $3.9k | 70.00 | 55.24 | |
| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $3.8k | 160.00 | 23.68 | |
| Lennar Corp Cl A (LEN) | 0.0 | $3.7k | 25.00 | 149.88 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $3.7k | 180.00 | 20.45 | |
| Citigroup Com New (C) | 0.0 | $3.7k | 58.00 | 63.47 | |
| Alcon Ord Shs (ALC) | 0.0 | $3.7k | 41.00 | 89.10 | |
| Tegna (TGNA) | 0.0 | $3.6k | 260.00 | 13.94 | |
| Graham Hldgs Com Cl B (GHC) | 0.0 | $3.5k | 5.00 | 699.60 | |
| First Solar (FSLR) | 0.0 | $3.4k | 15.00 | 225.47 | |
| Elme Communities Sh Ben Int (ELME) | 0.0 | $3.2k | 200.00 | 16.11 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $3.2k | 20.00 | 159.45 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $3.1k | 45.00 | 69.36 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $3.1k | 92.00 | 33.53 | |
| Cars (CARS) | 0.0 | $2.9k | 146.00 | 19.71 | |
| American Intl Group Com New (AIG) | 0.0 | $2.8k | 38.00 | 73.61 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $2.8k | 27.00 | 102.33 | |
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $2.7k | 191.00 | 14.05 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $2.7k | 35.00 | 76.60 | |
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $2.7k | 14.00 | 191.07 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $2.6k | 99.00 | 26.31 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $2.5k | 40.00 | 63.55 | |
| Nio Spon Ads (NIO) | 0.0 | $2.5k | 610.00 | 4.16 | |
| Technipfmc (FTI) | 0.0 | $2.5k | 97.00 | 26.15 | |
| Ing Groep Sponsored Adr (ING) | 0.0 | $2.5k | 147.00 | 17.14 | |
| Grail (GRAL) | 0.0 | $2.4k | 156.00 | 15.37 | |
| Cameco Corporation (CCJ) | 0.0 | $2.4k | 48.00 | 49.21 | |
| Viper Energy Cl A | 0.0 | $2.3k | 62.00 | 37.53 | |
| Sirius Xm Holdings | 0.0 | $2.3k | 800.00 | 2.83 | |
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $2.2k | 110.00 | 19.73 | |
| PG&E Corporation (PCG) | 0.0 | $2.2k | 124.00 | 17.48 | |
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $2.2k | 9.00 | 239.67 | |
| Riley Exploration Permian In (REPX) | 0.0 | $2.1k | 75.00 | 28.32 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $2.1k | 50.00 | 42.26 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $2.0k | 24.00 | 84.96 | |
| Sap Se Spon Adr (SAP) | 0.0 | $2.0k | 10.00 | 201.80 | |
| Williams Companies (WMB) | 0.0 | $2.0k | 47.00 | 42.51 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $1.9k | 26.00 | 72.88 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $1.8k | 10.00 | 182.40 | |
| Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $1.8k | 24.00 | 74.79 | |
| FirstEnergy (FE) | 0.0 | $1.6k | 43.00 | 38.28 | |
| AZZ Incorporated (AZZ) | 0.0 | $1.6k | 21.00 | 77.48 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $1.6k | 24.00 | 67.54 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $1.6k | 6.00 | 260.83 | |
| Dun & Bradstreet Hldgs | 0.0 | $1.6k | 168.00 | 9.26 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $1.5k | 35.00 | 44.06 | |
| Globus Med Cl A (GMED) | 0.0 | $1.5k | 22.00 | 68.50 | |
| Credicorp (BAP) | 0.0 | $1.5k | 9.00 | 161.33 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $1.4k | 18.00 | 77.17 | |
| Draftkings Com Cl A (DKNG) | 0.0 | $1.4k | 36.00 | 38.19 | |
| Chewy Cl A (CHWY) | 0.0 | $1.4k | 50.00 | 27.24 | |
| Insmed COM PAR Usd.01 (INSM) | 0.0 | $1.3k | 20.00 | 67.00 | |
| Intuit (INTU) | 0.0 | $1.3k | 2.00 | 657.50 | |
| Tractor Supply Company (TSCO) | 0.0 | $1.3k | 5.00 | 260.40 | |
| Biogen Idec (BIIB) | 0.0 | $1.2k | 5.00 | 232.00 | |
| American Airls (AAL) | 0.0 | $1.1k | 100.00 | 11.33 | |
| Advisorshares Tr Hotel Etf (BEDZ) | 0.0 | $1.1k | 40.00 | 28.07 | |
| Centene Corporation (CNC) | 0.0 | $1.1k | 16.00 | 66.31 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $1.0k | 26.00 | 40.23 | |
| Ares Capital Corporation (ARCC) | 0.0 | $1.0k | 48.00 | 20.85 | |
| Clarivate Ord Shs (CLVT) | 0.0 | $956.004000 | 168.00 | 5.69 | |
| Southwestern Energy Company | 0.0 | $942.998000 | 140.00 | 6.74 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $916.000000 | 5.00 | 183.20 | |
| Teradata Corporation (TDC) | 0.0 | $725.999400 | 21.00 | 34.57 | |
| Schlumberger Com Stk (SLB) | 0.0 | $661.000200 | 14.00 | 47.21 | |
| Organon & Co Common Stock (OGN) | 0.0 | $621.000000 | 30.00 | 20.70 | |
| Hanesbrands (HBI) | 0.0 | $558.999700 | 113.00 | 4.95 | |
| Rocket Pharmaceuticals (RCKT) | 0.0 | $539.000000 | 25.00 | 21.56 | |
| Rayonier (RYN) | 0.0 | $456.000000 | 16.00 | 28.50 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $418.999900 | 11.00 | 38.09 | |
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $394.999500 | 15.00 | 26.33 | |
| Mei Pharma | 0.0 | $367.000200 | 126.00 | 2.91 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $352.999500 | 15.00 | 23.53 | |
| Heron Therapeutics (HRTX) | 0.0 | $350.000000 | 100.00 | 3.50 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $329.000000 | 5.00 | 65.80 | |
| Dollar General (DG) | 0.0 | $265.000000 | 2.00 | 132.50 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $250.000200 | 6.00 | 41.67 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $214.999200 | 24.00 | 8.96 | |
| Uniti Group Inc Com reit | 0.0 | $208.001600 | 71.00 | 2.93 | |
| Western Alliance Bancorporation (WAL) | 0.0 | $189.000000 | 3.00 | 63.00 | |
| Tellurian (TELL) | 0.0 | $174.000000 | 250.00 | 0.70 | |
| Dxc Technology (DXC) | 0.0 | $153.000000 | 8.00 | 19.12 | |
| Nov (NOV) | 0.0 | $153.000000 | 8.00 | 19.12 | |
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.0 | $149.000000 | 1.00 | 149.00 | |
| Fastly Cl A (FSLY) | 0.0 | $148.000000 | 20.00 | 7.40 | |
| Plug Power Com New (PLUG) | 0.0 | $146.997900 | 63.00 | 2.33 | |
| Zimvie (ZIMV) | 0.0 | $146.000000 | 8.00 | 18.25 | |
| Goodrx Hldgs Com Cl A (GDRX) | 0.0 | $140.999400 | 18.00 | 7.83 | |
| Datadog Cl A Com (DDOG) | 0.0 | $130.000000 | 1.00 | 130.00 | |
| BTCS Com New (BTCS) | 0.0 | $122.003200 | 88.00 | 1.39 | |
| Marathon Digital Holdings In (MARA) | 0.0 | $100.000000 | 5.00 | 20.00 | |
| Fate Therapeutics (FATE) | 0.0 | $82.000000 | 25.00 | 3.28 | |
| Under Armour Cl A (UAA) | 0.0 | $61.000200 | 9.00 | 6.78 | |
| Under Armour CL C (UA) | 0.0 | $59.000400 | 9.00 | 6.56 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $52.999800 | 7.00 | 7.57 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $51.000000 | 2.00 | 25.50 | |
| Ashford Hospitality Tr Com Shs | 0.0 | $33.999000 | 35.00 | 0.97 | |
| Now (DNOW) | 0.0 | $28.000000 | 2.00 | 14.00 | |
| Kartoon Studios Com New (TOON) | 0.0 | $7.000200 | 6.00 | 1.17 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $0 | 0 | 0.00 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $0 | 0 | 0.00 |