Evermay Wealth Management as of March 31, 2025
Portfolio Holdings for Evermay Wealth Management
Evermay Wealth Management holds 579 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 14.5 | $111M | 5.0M | 22.08 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 14.4 | $109M | 3.8M | 28.58 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.0 | $69M | 134k | 513.91 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 8.3 | $64M | 2.2M | 29.24 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.2 | $40M | 679k | 58.35 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.1 | $31M | 56k | 560.96 | |
| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $25M | 45k | 561.90 | |
| Apple (AAPL) | 1.7 | $13M | 58k | 222.13 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 1.6 | $12M | 239k | 51.18 | |
| Amazon (AMZN) | 1.5 | $12M | 61k | 190.26 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.5 | $11M | 87k | 128.96 | |
| Wisdomtree Tr Em Ex St-owned (XSOE) | 1.4 | $11M | 357k | 30.87 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $11M | 39k | 274.84 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.4 | $11M | 261k | 40.76 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $11M | 101k | 104.57 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.2 | $8.9M | 135k | 65.76 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $8.4M | 33k | 258.62 | |
| Microsoft Corporation (MSFT) | 0.9 | $6.7M | 18k | 375.40 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.8 | $5.9M | 103k | 57.14 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $5.6M | 36k | 154.64 | |
| John Marshall Ban (JMSB) | 0.7 | $5.5M | 334k | 16.52 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $4.8M | 19k | 245.30 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $4.1M | 41k | 100.67 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.0M | 7.5k | 532.58 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.5 | $3.5M | 113k | 31.02 | |
| Visa Com Cl A (V) | 0.5 | $3.5M | 9.9k | 350.46 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $3.4M | 108k | 31.23 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $3.3M | 16k | 199.49 | |
| Eli Lilly & Co. (LLY) | 0.4 | $3.2M | 3.9k | 825.91 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $2.9M | 16k | 188.16 | |
| Meta Platforms Cl A (META) | 0.4 | $2.8M | 4.9k | 576.36 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.8M | 7.5k | 370.82 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.4 | $2.7M | 64k | 41.47 | |
| Ishares Gold Tr Shares Represent (IAUM) | 0.3 | $2.6M | 84k | 31.17 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $2.6M | 32k | 81.73 | |
| Home Depot (HD) | 0.3 | $2.6M | 7.0k | 366.49 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.4M | 48k | 50.83 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.4M | 11k | 221.75 | |
| NVIDIA Corporation (NVDA) | 0.3 | $2.3M | 21k | 108.39 | |
| Danaher Corporation (DHR) | 0.3 | $2.1M | 10k | 205.29 | |
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.1M | 12k | 172.74 | |
| Brown & Brown (BRO) | 0.3 | $2.1M | 17k | 124.40 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $1.8M | 40k | 45.97 | |
| McDonald's Corporation (MCD) | 0.2 | $1.8M | 5.7k | 312.39 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.7M | 1.8k | 945.92 | |
| Mccormick & Co Com Vtg (MKC.V) | 0.2 | $1.6M | 20k | 82.05 | |
| Nextera Energy (NEE) | 0.2 | $1.6M | 23k | 70.89 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.6M | 36k | 45.26 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.5M | 4.2k | 361.10 | |
| Pepsi (PEP) | 0.2 | $1.5M | 10k | 149.94 | |
| Abbvie (ABBV) | 0.2 | $1.5M | 7.0k | 209.53 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | 11k | 132.46 | |
| Merck & Co (MRK) | 0.2 | $1.4M | 16k | 90.42 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.4M | 8.3k | 173.23 | |
| Martin Marietta Materials (MLM) | 0.2 | $1.4M | 3.0k | 478.13 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $1.4M | 12k | 121.97 | |
| Yum! Brands (YUM) | 0.2 | $1.4M | 9.0k | 157.36 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $1.4M | 58k | 24.34 | |
| Procter & Gamble Company (PG) | 0.2 | $1.4M | 8.1k | 170.41 | |
| Broadcom (AVGO) | 0.2 | $1.4M | 8.2k | 167.43 | |
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.2 | $1.4M | 38k | 35.66 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.3M | 11k | 118.93 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.3M | 66k | 19.78 | |
| Moody's Corporation (MCO) | 0.2 | $1.3M | 2.7k | 465.69 | |
| UnitedHealth (UNH) | 0.2 | $1.3M | 2.4k | 523.75 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $1.2M | 2.4k | 512.01 | |
| Stryker Corporation (SYK) | 0.2 | $1.2M | 3.2k | 372.76 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $1.2M | 13k | 92.29 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.2M | 54k | 21.53 | |
| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.1M | 21k | 53.97 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.1M | 6.9k | 156.23 | |
| American Express Company (AXP) | 0.1 | $1.1M | 4.0k | 269.05 | |
| Johnson & Johnson (JNJ) | 0.1 | $1.1M | 6.4k | 165.83 | |
| Labcorp Holdings Com Shs (LH) | 0.1 | $1.1M | 4.5k | 232.74 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.1M | 34k | 30.99 | |
| Arch Cap Group Ord (ACGL) | 0.1 | $1.0M | 11k | 96.18 | |
| TJX Companies (TJX) | 0.1 | $1.0M | 8.4k | 121.80 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.0M | 17k | 58.96 | |
| Kinder Morgan (KMI) | 0.1 | $965k | 34k | 28.53 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $948k | 1.7k | 548.12 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $936k | 16k | 57.20 | |
| Netflix (NFLX) | 0.1 | $897k | 962.00 | 932.53 | |
| Tesla Motors (TSLA) | 0.1 | $892k | 3.4k | 259.16 | |
| Cisco Systems (CSCO) | 0.1 | $887k | 14k | 61.71 | |
| Intercontinental Exchange (ICE) | 0.1 | $873k | 5.1k | 172.50 | |
| Norfolk Southern (NSC) | 0.1 | $869k | 3.7k | 236.85 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.1 | $862k | 24k | 35.80 | |
| Automatic Data Processing (ADP) | 0.1 | $848k | 2.8k | 306.72 | |
| Enterprise Products Partners (EPD) | 0.1 | $840k | 25k | 34.14 | |
| Palo Alto Networks (PANW) | 0.1 | $811k | 4.8k | 170.64 | |
| Amgen (AMGN) | 0.1 | $810k | 2.6k | 311.55 | |
| Broadstone Net Lease (BNL) | 0.1 | $802k | 47k | 17.09 | |
| Caterpillar (CAT) | 0.1 | $773k | 2.3k | 329.78 | |
| Oracle Corporation (ORCL) | 0.1 | $766k | 5.5k | 139.80 | |
| Chevron Corporation (CVX) | 0.1 | $744k | 4.4k | 167.30 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $733k | 2.9k | 251.74 | |
| salesforce (CRM) | 0.1 | $695k | 2.6k | 268.36 | |
| Marriott Intl Cl A (MAR) | 0.1 | $691k | 2.9k | 238.20 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $672k | 3.6k | 186.27 | |
| Air Products & Chemicals (APD) | 0.1 | $660k | 2.2k | 294.92 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $659k | 2.1k | 312.04 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $659k | 4.9k | 134.29 | |
| Synopsys (SNPS) | 0.1 | $657k | 1.5k | 428.85 | |
| Eaton Corp SHS (ETN) | 0.1 | $639k | 2.4k | 271.83 | |
| Servicenow (NOW) | 0.1 | $637k | 800.00 | 796.14 | |
| D.R. Horton (DHI) | 0.1 | $631k | 5.0k | 127.13 | |
| Roper Industries (ROP) | 0.1 | $625k | 1.1k | 589.58 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $625k | 12k | 50.21 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $625k | 27k | 23.43 | |
| Wells Fargo & Company (WFC) | 0.1 | $622k | 8.7k | 71.79 | |
| International Business Machines (IBM) | 0.1 | $619k | 2.5k | 248.66 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $611k | 23k | 26.20 | |
| Amphenol Corp Cl A (APH) | 0.1 | $604k | 9.2k | 65.68 | |
| Rockwell Automation (ROK) | 0.1 | $590k | 2.3k | 258.38 | |
| United Rentals (URI) | 0.1 | $577k | 920.00 | 626.70 | |
| Anthem (ELV) | 0.1 | $563k | 1.3k | 434.96 | |
| Wal-Mart Stores (WMT) | 0.1 | $557k | 6.3k | 87.97 | |
| Honeywell International (HON) | 0.1 | $552k | 2.6k | 211.75 | |
| Kinsale Cap Group (KNSL) | 0.1 | $547k | 1.1k | 486.71 | |
| Coca-Cola Company (KO) | 0.1 | $543k | 7.5k | 72.01 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $503k | 8.2k | 61.53 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $502k | 1.3k | 383.53 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $500k | 5.3k | 93.66 | |
| Chubb (CB) | 0.1 | $498k | 1.6k | 302.45 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $496k | 1.1k | 446.54 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $476k | 13k | 36.90 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $471k | 2.7k | 172.26 | |
| Abbott Laboratories (ABT) | 0.1 | $464k | 3.5k | 132.65 | |
| Travelers Companies (TRV) | 0.1 | $455k | 1.7k | 264.46 | |
| Applied Materials (AMAT) | 0.1 | $445k | 3.1k | 145.10 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $429k | 2.8k | 150.98 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $428k | 16k | 27.57 | |
| Union Pacific Corporation (UNP) | 0.1 | $422k | 1.8k | 236.24 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $420k | 6.8k | 61.78 | |
| Dominion Resources (D) | 0.1 | $416k | 7.4k | 56.07 | |
| Trex Company (TREX) | 0.1 | $403k | 6.9k | 58.10 | |
| Vulcan Materials Company (VMC) | 0.1 | $394k | 1.7k | 233.30 | |
| Ge Aerospace Com New (GE) | 0.1 | $389k | 1.9k | 200.36 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $385k | 4.9k | 78.29 | |
| Lowe's Companies (LOW) | 0.0 | $379k | 1.6k | 233.23 | |
| Metropcs Communications (TMUS) | 0.0 | $378k | 1.4k | 266.71 | |
| Bank of America Corporation (BAC) | 0.0 | $364k | 8.7k | 41.73 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $362k | 861.00 | 420.30 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $358k | 5.3k | 68.21 | |
| Pfizer (PFE) | 0.0 | $357k | 14k | 25.34 | |
| Sandy Spring Ban (SASR) | 0.0 | $351k | 13k | 27.95 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $351k | 709.00 | 495.27 | |
| Progressive Corporation (PGR) | 0.0 | $351k | 1.2k | 283.01 | |
| Colgate-Palmolive Company (CL) | 0.0 | $350k | 3.7k | 93.70 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $346k | 1.8k | 190.58 | |
| General Dynamics Corporation (GD) | 0.0 | $341k | 1.2k | 272.58 | |
| Fastenal Company (FAST) | 0.0 | $337k | 4.3k | 77.55 | |
| Ecolab (ECL) | 0.0 | $324k | 1.3k | 254.13 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $324k | 2.3k | 139.78 | |
| Centrus Energy Corp Cl A (LEU) | 0.0 | $322k | 5.2k | 62.21 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $322k | 3.8k | 85.07 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $322k | 8.4k | 38.41 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $321k | 645.00 | 497.89 | |
| Blackrock (BLK) | 0.0 | $313k | 331.00 | 946.48 | |
| American Tower Reit (AMT) | 0.0 | $304k | 1.4k | 217.60 | |
| Motorola Solutions Com New (MSI) | 0.0 | $304k | 693.00 | 438.82 | |
| Emerson Electric (EMR) | 0.0 | $297k | 2.7k | 109.64 | |
| Bristol Myers Squibb (BMY) | 0.0 | $294k | 4.8k | 60.99 | |
| Proshares Tr Large Cap Cre (CSM) | 0.0 | $277k | 4.3k | 63.89 | |
| Verisk Analytics (VRSK) | 0.0 | $277k | 930.00 | 297.62 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $269k | 443.00 | 607.85 | |
| Cbre Group Cl A (CBRE) | 0.0 | $264k | 2.0k | 130.78 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $263k | 11k | 25.04 | |
| CSX Corporation (CSX) | 0.0 | $263k | 8.9k | 29.43 | |
| Vanguard World Materials Etf (VAW) | 0.0 | $255k | 1.4k | 188.81 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $254k | 1.5k | 169.20 | |
| Jacobs Engineering Group (J) | 0.0 | $248k | 2.0k | 120.89 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $246k | 2.5k | 98.94 | |
| Truist Financial Corp equities (TFC) | 0.0 | $245k | 6.0k | 41.15 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $237k | 2.4k | 97.95 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $237k | 1.4k | 170.89 | |
| MercadoLibre (MELI) | 0.0 | $234k | 120.00 | 1950.88 | |
| Arista Networks Com Shs (ANET) | 0.0 | $221k | 2.8k | 77.48 | |
| Verizon Communications (VZ) | 0.0 | $218k | 4.8k | 45.36 | |
| Fulton Financial (FULT) | 0.0 | $217k | 12k | 18.09 | |
| Fortive (FTV) | 0.0 | $215k | 2.9k | 73.18 | |
| Sherwin-Williams Company (SHW) | 0.0 | $211k | 604.00 | 349.19 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $207k | 2.2k | 93.45 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $205k | 2.1k | 97.56 | |
| Edwards Lifesciences (EW) | 0.0 | $205k | 2.8k | 72.48 | |
| Tyler Technologies (TYL) | 0.0 | $201k | 346.00 | 581.39 | |
| McKesson Corporation (MCK) | 0.0 | $198k | 294.00 | 673.70 | |
| Leidos Holdings (LDOS) | 0.0 | $198k | 1.5k | 134.94 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $197k | 2.5k | 78.40 | |
| Illinois Tool Works (ITW) | 0.0 | $197k | 792.00 | 248.79 | |
| Walt Disney Company (DIS) | 0.0 | $195k | 2.0k | 98.71 | |
| Target Corporation (TGT) | 0.0 | $194k | 1.9k | 104.36 | |
| United Parcel Service CL B (UPS) | 0.0 | $193k | 1.8k | 109.99 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $191k | 2.1k | 92.82 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $191k | 746.00 | 255.53 | |
| Fiserv (FI) | 0.0 | $186k | 844.00 | 220.83 | |
| Zimmer Holdings (ZBH) | 0.0 | $184k | 1.6k | 113.42 | |
| Booking Holdings (BKNG) | 0.0 | $180k | 39.00 | 4606.92 | |
| CenterPoint Energy (CNP) | 0.0 | $178k | 4.9k | 36.23 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $178k | 379.00 | 469.00 | |
| Renew Energy Global Cl A Shs (RNW) | 0.0 | $177k | 30k | 5.89 | |
| TowneBank (TOWN) | 0.0 | $172k | 5.0k | 34.44 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $172k | 2.3k | 75.65 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $170k | 2.3k | 72.81 | |
| S&p Global (SPGI) | 0.0 | $170k | 335.00 | 508.10 | |
| Cummins (CMI) | 0.0 | $168k | 536.00 | 313.44 | |
| L3harris Technologies (LHX) | 0.0 | $168k | 801.00 | 209.31 | |
| Microstrategy Cl A New (MSTR) | 0.0 | $167k | 580.00 | 288.27 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $165k | 3.2k | 51.07 | |
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $162k | 9.5k | 17.14 | |
| American Water Works (AWK) | 0.0 | $162k | 1.1k | 147.52 | |
| Medtronic SHS (MDT) | 0.0 | $162k | 1.8k | 90.48 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $161k | 480.00 | 334.55 | |
| Philip Morris International (PM) | 0.0 | $157k | 981.00 | 159.66 | |
| Nike CL B (NKE) | 0.0 | $155k | 2.4k | 63.79 | |
| Microchip Technology (MCHP) | 0.0 | $153k | 3.2k | 48.41 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $152k | 526.00 | 288.14 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $151k | 1.8k | 83.87 | |
| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $150k | 2.2k | 68.36 | |
| Watsco, Incorporated (WSO) | 0.0 | $150k | 295.00 | 508.30 | |
| United Bankshares (UBSI) | 0.0 | $146k | 4.2k | 35.04 | |
| CBOE Holdings (CBOE) | 0.0 | $141k | 622.00 | 226.29 | |
| 3M Company (MMM) | 0.0 | $140k | 950.00 | 146.86 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $139k | 1.4k | 96.51 | |
| First Virginia Community Bank (FVCB) | 0.0 | $138k | 13k | 10.57 | |
| Boeing Company (BA) | 0.0 | $137k | 801.00 | 170.56 | |
| Ab Active Etfs Intl Low Volatlt (ILOW) | 0.0 | $136k | 3.7k | 36.94 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $136k | 1.6k | 82.31 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $134k | 250.00 | 534.79 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $132k | 732.00 | 179.70 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.0 | $131k | 3.7k | 35.82 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $130k | 1.2k | 111.48 | |
| Capital One Financial (COF) | 0.0 | $129k | 720.00 | 179.30 | |
| Ge Vernova (GEV) | 0.0 | $128k | 420.00 | 305.28 | |
| T. Rowe Price (TROW) | 0.0 | $123k | 1.3k | 91.87 | |
| Wec Energy Group (WEC) | 0.0 | $123k | 1.1k | 108.98 | |
| Cooper Cos (COO) | 0.0 | $122k | 1.4k | 84.35 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $121k | 2.0k | 60.66 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $118k | 1.0k | 117.49 | |
| Clorox Company (CLX) | 0.0 | $117k | 795.00 | 147.20 | |
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.0 | $116k | 1.7k | 68.94 | |
| Goldman Sachs (GS) | 0.0 | $116k | 213.00 | 546.29 | |
| Gladstone Commercial Corporation (GOOD) | 0.0 | $115k | 7.7k | 14.98 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $115k | 373.00 | 308.27 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $114k | 913.00 | 124.50 | |
| At&t (T) | 0.0 | $114k | 4.0k | 28.28 | |
| Managed Portfolio Series Tortoise Nram Pi | 0.0 | $114k | 3.1k | 36.37 | |
| Carrier Global Corporation (CARR) | 0.0 | $114k | 1.8k | 63.40 | |
| Cadence Design Systems (CDNS) | 0.0 | $113k | 444.00 | 254.33 | |
| Canadian Natural Resources (CNQ) | 0.0 | $112k | 3.6k | 31.21 | |
| Valero Energy Corporation (VLO) | 0.0 | $112k | 850.00 | 132.07 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $109k | 3.9k | 27.96 | |
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.0 | $107k | 3.5k | 30.99 | |
| General Mills (GIS) | 0.0 | $107k | 1.8k | 59.79 | |
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.0 | $106k | 2.3k | 45.75 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $104k | 534.00 | 193.99 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $102k | 668.00 | 153.10 | |
| Ball Corporation (BALL) | 0.0 | $101k | 1.9k | 52.07 | |
| Prudential Financial (PRU) | 0.0 | $101k | 900.00 | 111.68 | |
| Shopify Cl A (SHOP) | 0.0 | $99k | 1.0k | 95.48 | |
| Linde SHS (LIN) | 0.0 | $98k | 210.00 | 465.64 | |
| AmerisourceBergen (COR) | 0.0 | $97k | 350.00 | 278.09 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $97k | 2.7k | 36.41 | |
| Atlantic Union B (AUB) | 0.0 | $96k | 3.1k | 31.14 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $95k | 3.2k | 29.79 | |
| Williams-Sonoma (WSM) | 0.0 | $95k | 600.00 | 158.10 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $94k | 1.2k | 78.85 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $94k | 3.9k | 24.06 | |
| Cme (CME) | 0.0 | $93k | 350.00 | 265.29 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $93k | 300.00 | 308.88 | |
| Altria (MO) | 0.0 | $93k | 1.5k | 61.04 | |
| Markel Corporation (MKL) | 0.0 | $92k | 49.00 | 1869.61 | |
| Globe Life (GL) | 0.0 | $89k | 675.00 | 131.72 | |
| Unilever Spon Adr New (UL) | 0.0 | $88k | 1.5k | 59.55 | |
| Dollar Tree (DLTR) | 0.0 | $86k | 1.1k | 75.07 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $86k | 534.00 | 160.66 | |
| Public Storage (PSA) | 0.0 | $86k | 286.00 | 299.29 | |
| Eagle Financial Services (EFSI) | 0.0 | $86k | 2.6k | 32.79 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $85k | 822.00 | 103.20 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $83k | 1.0k | 80.73 | |
| PG&E Corporation (PCG) | 0.0 | $82k | 4.8k | 17.18 | |
| Dick's Sporting Goods (DKS) | 0.0 | $81k | 400.00 | 201.56 | |
| Analog Devices (ADI) | 0.0 | $81k | 399.00 | 201.67 | |
| Acuity Brands (AYI) | 0.0 | $79k | 300.00 | 263.35 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $79k | 1.1k | 71.16 | |
| BlackRock Global Energy & Resources Trus (BGR) | 0.0 | $79k | 5.8k | 13.58 | |
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $79k | 1.1k | 71.80 | |
| Morgan Stanley Etf Trust Calvert Internat (CVIE) | 0.0 | $78k | 1.3k | 57.90 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $77k | 316.00 | 244.84 | |
| Matson (MATX) | 0.0 | $77k | 600.00 | 128.17 | |
| Innovator Etfs Trust Equity Defined P (ZAUG) | 0.0 | $74k | 3.0k | 24.69 | |
| Deere & Company (DE) | 0.0 | $73k | 155.00 | 469.35 | |
| Ameriprise Financial (AMP) | 0.0 | $72k | 148.00 | 484.11 | |
| Dupont De Nemours (DD) | 0.0 | $71k | 947.00 | 74.68 | |
| Hubbell (HUBB) | 0.0 | $70k | 210.00 | 330.91 | |
| Masco Corporation (MAS) | 0.0 | $69k | 996.00 | 69.54 | |
| Owens Corning (OC) | 0.0 | $68k | 475.00 | 142.82 | |
| General Motors Company (GM) | 0.0 | $67k | 1.4k | 47.03 | |
| Eagle Materials (EXP) | 0.0 | $67k | 300.00 | 221.93 | |
| Emcor (EME) | 0.0 | $67k | 180.00 | 369.63 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $66k | 800.00 | 82.78 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $66k | 461.00 | 143.48 | |
| AES Corporation (AES) | 0.0 | $66k | 5.3k | 12.42 | |
| Qualcomm (QCOM) | 0.0 | $63k | 408.00 | 153.61 | |
| Phillips 66 (PSX) | 0.0 | $62k | 500.00 | 123.48 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $61k | 869.00 | 70.40 | |
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $60k | 601.00 | 99.12 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $59k | 400.00 | 148.59 | |
| Ametek (AME) | 0.0 | $59k | 345.00 | 172.14 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $59k | 376.00 | 157.56 | |
| Tootsie Roll Industries (TR) | 0.0 | $58k | 1.9k | 31.48 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $56k | 800.00 | 70.21 | |
| Oneok (OKE) | 0.0 | $56k | 560.00 | 99.22 | |
| Corning Incorporated (GLW) | 0.0 | $55k | 1.2k | 45.78 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $54k | 100.00 | 542.38 | |
| Match Group (MTCH) | 0.0 | $54k | 1.7k | 31.20 | |
| Digital Realty Trust (DLR) | 0.0 | $53k | 370.00 | 143.29 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $53k | 1.3k | 41.21 | |
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $52k | 1.0k | 51.50 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $51k | 1.6k | 31.96 | |
| Builders FirstSource (BLDR) | 0.0 | $50k | 400.00 | 124.94 | |
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $49k | 1.2k | 40.49 | |
| Albemarle Corporation (ALB) | 0.0 | $49k | 670.00 | 72.38 | |
| Prologis (PLD) | 0.0 | $48k | 425.00 | 111.79 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $47k | 1.1k | 43.70 | |
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $47k | 2.1k | 22.16 | |
| Pulte (PHM) | 0.0 | $46k | 450.00 | 102.80 | |
| Vanguard World Energy Etf (VDE) | 0.0 | $46k | 356.00 | 129.71 | |
| Yum China Holdings (YUMC) | 0.0 | $46k | 880.00 | 52.06 | |
| Discover Financial Services | 0.0 | $46k | 268.00 | 170.70 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $45k | 93.00 | 484.83 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $45k | 406.00 | 110.91 | |
| American Electric Power Company (AEP) | 0.0 | $45k | 410.00 | 109.36 | |
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $45k | 700.00 | 63.80 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $45k | 950.00 | 46.81 | |
| BorgWarner (BWA) | 0.0 | $44k | 1.6k | 28.65 | |
| Pure Storage Cl A (PSTG) | 0.0 | $44k | 1.0k | 44.27 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $44k | 326.00 | 135.68 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $44k | 600.00 | 72.46 | |
| O'reilly Automotive (ORLY) | 0.0 | $43k | 30.00 | 1432.60 | |
| Boston Scientific Corporation (BSX) | 0.0 | $42k | 419.00 | 100.88 | |
| Howmet Aerospace (HWM) | 0.0 | $41k | 314.00 | 129.73 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $40k | 2.0k | 20.00 | |
| Southwest Gas Corporation (SWX) | 0.0 | $38k | 533.00 | 71.80 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $38k | 608.00 | 62.10 | |
| Cigna Corp (CI) | 0.0 | $37k | 111.00 | 329.00 | |
| PPL Corporation (PPL) | 0.0 | $36k | 1.0k | 36.38 | |
| Nrg Energy Com New (NRG) | 0.0 | $36k | 373.00 | 95.46 | |
| American Woodmark Corporation (AMWD) | 0.0 | $35k | 600.00 | 58.83 | |
| Micron Technology (MU) | 0.0 | $35k | 401.00 | 86.91 | |
| International Flavors & Fragrances (IFF) | 0.0 | $34k | 440.00 | 77.97 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $34k | 1.8k | 18.59 | |
| Us Bancorp Del Com New (USB) | 0.0 | $34k | 800.00 | 42.69 | |
| Autodesk (ADSK) | 0.0 | $33k | 126.00 | 261.80 | |
| Intel Corporation (INTC) | 0.0 | $32k | 1.4k | 22.71 | |
| Cheniere Energy Partners Com Unit (CQP) | 0.0 | $32k | 485.00 | 66.04 | |
| Tri Pointe Homes (TPH) | 0.0 | $32k | 1.0k | 31.92 | |
| Energizer Holdings (ENR) | 0.0 | $32k | 1.1k | 29.92 | |
| Southern Company (SO) | 0.0 | $31k | 340.00 | 91.83 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $31k | 735.00 | 41.85 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $30k | 304.00 | 97.48 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $30k | 514.00 | 57.57 | |
| Sba Communications Corp Cl A (SBAC) | 0.0 | $29k | 132.00 | 220.02 | |
| PPG Industries (PPG) | 0.0 | $28k | 260.00 | 109.35 | |
| Global X Fds Emerging Mkt Grt (EMC) | 0.0 | $28k | 1.1k | 26.17 | |
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $27k | 554.00 | 48.76 | |
| Paypal Holdings (PYPL) | 0.0 | $27k | 413.00 | 65.25 | |
| Innovator Etfs Trust Equity Def Protn (ZFEB) | 0.0 | $27k | 1.1k | 23.66 | |
| Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) | 0.0 | $25k | 586.00 | 42.96 | |
| Chart Industries (GTLS) | 0.0 | $25k | 174.00 | 144.36 | |
| Church & Dwight (CHD) | 0.0 | $25k | 227.00 | 110.09 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $25k | 615.00 | 40.19 | |
| PNC Financial Services (PNC) | 0.0 | $24k | 138.00 | 175.78 | |
| eBay (EBAY) | 0.0 | $24k | 358.00 | 67.73 | |
| Kenvue (KVUE) | 0.0 | $24k | 1.0k | 23.98 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $24k | 403.00 | 58.34 | |
| Electronic Arts (EA) | 0.0 | $23k | 160.00 | 144.53 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $23k | 249.00 | 90.63 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $22k | 275.00 | 81.10 | |
| Huntington Ingalls Inds (HII) | 0.0 | $22k | 108.00 | 204.05 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $22k | 1.1k | 19.53 | |
| Schlumberger Com Stk (SLB) | 0.0 | $22k | 514.00 | 42.08 | |
| EQT Corporation (EQT) | 0.0 | $21k | 400.00 | 53.43 | |
| Paccar (PCAR) | 0.0 | $21k | 215.00 | 97.37 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $21k | 77.00 | 270.83 | |
| Genuine Parts Company (GPC) | 0.0 | $20k | 170.00 | 120.17 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $20k | 330.00 | 60.89 | |
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $20k | 200.00 | 99.88 | |
| Halliburton Company (HAL) | 0.0 | $20k | 778.00 | 25.37 | |
| Advanced Micro Devices (AMD) | 0.0 | $19k | 188.00 | 102.74 | |
| Welltower Inc Com reit (WELL) | 0.0 | $19k | 125.00 | 153.22 | |
| Dell Technologies CL C (DELL) | 0.0 | $19k | 206.00 | 91.15 | |
| Waste Management (WM) | 0.0 | $19k | 80.00 | 231.51 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $18k | 139.00 | 132.23 | |
| Consolidated Edison (ED) | 0.0 | $18k | 165.00 | 110.59 | |
| Dollar General (DG) | 0.0 | $18k | 205.00 | 87.93 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $18k | 51.00 | 352.59 | |
| Tower Semiconductor Shs New (TSEM) | 0.0 | $18k | 500.00 | 35.66 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $18k | 250.00 | 70.58 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $18k | 448.00 | 39.37 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $17k | 150.00 | 115.60 | |
| Gilead Sciences (GILD) | 0.0 | $17k | 150.00 | 112.05 | |
| NewMarket Corporation (NEU) | 0.0 | $17k | 29.00 | 569.21 | |
| Sempra Energy (SRE) | 0.0 | $17k | 229.00 | 72.01 | |
| Kayne Anderson MLP Investment (KYN) | 0.0 | $16k | 1.3k | 12.83 | |
| Uber Technologies (UBER) | 0.0 | $16k | 214.00 | 72.86 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $16k | 200.00 | 77.63 | |
| Evergy (EVRG) | 0.0 | $15k | 220.00 | 68.95 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $15k | 230.00 | 65.17 | |
| Hca Holdings (HCA) | 0.0 | $15k | 42.00 | 345.57 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $14k | 100.00 | 141.32 | |
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $14k | 300.00 | 46.98 | |
| Realty Income (O) | 0.0 | $14k | 238.00 | 58.01 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $14k | 107.00 | 126.30 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $13k | 55.00 | 244.04 | |
| AFLAC Incorporated (AFL) | 0.0 | $13k | 120.00 | 111.19 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $13k | 130.00 | 102.42 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $13k | 131.00 | 100.00 | |
| Starbucks Corporation (SBUX) | 0.0 | $13k | 133.00 | 98.09 | |
| Entergy Corporation (ETR) | 0.0 | $13k | 152.00 | 85.55 | |
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $13k | 125.00 | 103.02 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $13k | 298.00 | 43.05 | |
| EOG Resources (EOG) | 0.0 | $13k | 100.00 | 128.24 | |
| Paychex (PAYX) | 0.0 | $12k | 80.00 | 154.29 | |
| FedEx Corporation (FDX) | 0.0 | $12k | 50.00 | 243.78 | |
| Provident Financial Services (PFS) | 0.0 | $12k | 709.00 | 17.17 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $12k | 101.00 | 119.47 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $12k | 450.00 | 26.58 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $12k | 85.00 | 140.45 | |
| Carlisle Companies (CSL) | 0.0 | $12k | 35.00 | 340.51 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $12k | 81.00 | 146.01 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $12k | 147.00 | 80.12 | |
| Dover Corporation (DOV) | 0.0 | $11k | 65.00 | 175.69 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $11k | 400.00 | 28.41 | |
| Constellation Brands Cl A (STZ) | 0.0 | $11k | 60.00 | 183.53 | |
| Amentum Holdings (AMTM) | 0.0 | $11k | 600.00 | 18.20 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $11k | 199.00 | 54.72 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $11k | 180.00 | 58.98 | |
| Vontier Corporation (VNT) | 0.0 | $11k | 323.00 | 32.85 | |
| One Gas (OGS) | 0.0 | $11k | 140.00 | 75.59 | |
| Snowflake Cl A (SNOW) | 0.0 | $11k | 72.00 | 146.17 | |
| Annaly Capital Management In Com New (NLY) | 0.0 | $11k | 500.00 | 21.01 | |
| Crown Castle Intl (CCI) | 0.0 | $10k | 100.00 | 104.23 | |
| Kraft Heinz (KHC) | 0.0 | $10k | 340.00 | 30.43 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $10k | 327.00 | 31.40 | |
| Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) | 0.0 | $10k | 300.00 | 33.59 | |
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $9.9k | 700.00 | 14.16 | |
| Stanley Black & Decker (SWK) | 0.0 | $9.7k | 126.00 | 76.88 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $9.4k | 159.00 | 58.94 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $9.2k | 120.00 | 76.50 | |
| Vanguard World Health Car Etf (VHT) | 0.0 | $9.1k | 34.00 | 267.00 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $9.0k | 249.00 | 36.19 | |
| Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) | 0.0 | $8.9k | 265.00 | 33.65 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $8.8k | 170.00 | 51.49 | |
| Zoetis Cl A (ZTS) | 0.0 | $8.7k | 53.00 | 164.66 | |
| Expeditors International of Washington (EXPD) | 0.0 | $8.4k | 70.00 | 120.26 | |
| Invesco Exchange Traded Fd T Building & Const (PKB) | 0.0 | $8.4k | 125.00 | 67.34 | |
| IDEXX Laboratories (IDXX) | 0.0 | $8.4k | 20.00 | 419.95 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $8.3k | 113.00 | 73.45 | |
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $8.3k | 71.00 | 116.56 | |
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $8.2k | 1.2k | 6.59 | |
| Baxter International (BAX) | 0.0 | $8.2k | 240.00 | 34.23 | |
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $8.2k | 149.00 | 55.09 | |
| Illumina (ILMN) | 0.0 | $7.8k | 98.00 | 79.35 | |
| GSK Sponsored Adr (GSK) | 0.0 | $7.8k | 198.00 | 39.15 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $7.7k | 720.00 | 10.73 | |
| Hldgs (UAL) | 0.0 | $7.6k | 110.00 | 69.05 | |
| Shell Spon Ads (SHEL) | 0.0 | $7.3k | 100.00 | 73.28 | |
| Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.0 | $7.1k | 160.00 | 44.13 | |
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $6.9k | 107.00 | 64.52 | |
| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.0 | $6.5k | 110.00 | 58.96 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $6.5k | 34.00 | 190.09 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $6.4k | 50.00 | 127.90 | |
| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $6.3k | 200.00 | 31.45 | |
| Mp Materials Corp Com Cl A (MP) | 0.0 | $6.1k | 250.00 | 24.41 | |
| Nucor Corporation (NUE) | 0.0 | $6.0k | 50.00 | 120.34 | |
| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.0 | $6.0k | 126.00 | 47.38 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $5.8k | 90.00 | 64.24 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $5.5k | 58.00 | 95.22 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $5.5k | 589.00 | 9.37 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $5.5k | 72.00 | 76.04 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $5.5k | 156.00 | 34.96 | |
| Corteva (CTVA) | 0.0 | $5.4k | 85.00 | 62.94 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $4.9k | 60.00 | 81.70 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $4.9k | 134.00 | 36.49 | |
| Graham Hldgs Com Cl B (GHC) | 0.0 | $4.8k | 5.00 | 961.00 | |
| Newmont Mining Corporation (NEM) | 0.0 | $4.7k | 98.00 | 48.29 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $4.7k | 107.00 | 43.95 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $4.7k | 120.00 | 39.08 | |
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $4.7k | 177.00 | 26.46 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $4.5k | 58.00 | 78.29 | |
| Morgan Stanley Com New (MS) | 0.0 | $4.3k | 37.00 | 116.68 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $4.1k | 20.00 | 206.20 | |
| Advisor Managed Portfolios Miller Value Par (MVPA) | 0.0 | $3.9k | 126.00 | 31.35 | |
| Sarepta Therapeutics (SRPT) | 0.0 | $3.8k | 60.00 | 63.83 | |
| Calidi Biotherapeutics Com New (CLDI) | 0.0 | $3.6k | 6.3k | 0.57 | |
| Viatris (VTRS) | 0.0 | $3.5k | 406.00 | 8.70 | |
| Elme Communities Sh Ben Int (ELME) | 0.0 | $3.5k | 200.00 | 17.58 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $3.3k | 216.00 | 15.37 | |
| Alcoa (AA) | 0.0 | $3.1k | 102.00 | 30.50 | |
| Wabtec Corporation (WAB) | 0.0 | $3.1k | 17.00 | 181.35 | |
| Dentsply Sirona (XRAY) | 0.0 | $3.0k | 200.00 | 14.94 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $3.0k | 66.00 | 45.08 | |
| Dow (DOW) | 0.0 | $3.0k | 85.00 | 34.93 | |
| Lennar Corp Cl A (LEN) | 0.0 | $2.9k | 25.00 | 114.80 | |
| Mosaic (MOS) | 0.0 | $2.8k | 105.00 | 27.02 | |
| Viper Energy Cl A | 0.0 | $2.8k | 62.00 | 45.16 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $2.7k | 40.00 | 66.35 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $2.7k | 4.00 | 662.75 | |
| Neogen Corporation (NEOG) | 0.0 | $2.6k | 300.00 | 8.67 | |
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $2.3k | 110.00 | 20.85 | |
| Riley Exploration Permian In (REPX) | 0.0 | $2.2k | 75.00 | 29.17 | |
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $2.2k | 160.00 | 13.63 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $2.2k | 50.00 | 43.30 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $2.0k | 10.00 | 197.50 | |
| First Solar (FSLR) | 0.0 | $1.9k | 15.00 | 126.47 | |
| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $1.8k | 24.00 | 76.50 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $1.8k | 80.00 | 22.55 | |
| AZZ Incorporated (AZZ) | 0.0 | $1.8k | 21.00 | 83.81 | |
| Hp (HPQ) | 0.0 | $1.7k | 63.00 | 27.70 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $1.6k | 14.00 | 114.93 | |
| Service Corporation International (SCI) | 0.0 | $1.6k | 20.00 | 80.20 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $1.5k | 20.00 | 76.30 | |
| Toyota Motor Corp Ads (TM) | 0.0 | $1.4k | 8.00 | 176.62 | |
| Vaneck Etf Trust Video Gmng Esprt (ESPO) | 0.0 | $1.3k | 15.00 | 86.33 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $1.3k | 48.00 | 26.90 | |
| Intuit (INTU) | 0.0 | $1.2k | 2.00 | 614.00 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $1.2k | 17.00 | 68.35 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $1.2k | 5.00 | 231.80 | |
| Advisorshares Tr Hotel Etf (BEDZ) | 0.0 | $1.2k | 40.00 | 28.90 | |
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $1.1k | 12.00 | 95.33 | |
| Ares Capital Corporation (ARCC) | 0.0 | $1.1k | 48.00 | 22.17 | |
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $1.0k | 137.00 | 7.55 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $997.000400 | 11.00 | 90.64 | |
| Lumen Technologies (LUMN) | 0.0 | $913.989100 | 233.00 | 3.92 | |
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $822.000000 | 12.00 | 68.50 | |
| Organon & Co Common Stock (OGN) | 0.0 | $714.998400 | 48.00 | 14.90 | |
| Cpi Aerostructures Com New (CVU) | 0.0 | $712.006000 | 205.00 | 3.47 | |
| Biogen Idec (BIIB) | 0.0 | $685.000000 | 5.00 | 137.00 | |
| Hanesbrands (HBI) | 0.0 | $653.998800 | 113.00 | 5.79 | |
| Constellation Energy (CEG) | 0.0 | $623.000100 | 3.00 | 207.67 | |
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $555.000000 | 15.00 | 37.00 | |
| Chemours (CC) | 0.0 | $542.000000 | 40.00 | 13.55 | |
| Northern Trust Corporation (NTRS) | 0.0 | $494.000000 | 5.00 | 98.80 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $480.000000 | 10.00 | 48.00 | |
| Exelon Corporation (EXC) | 0.0 | $478.000000 | 10.00 | 47.80 | |
| Rayonier (RYN) | 0.0 | $437.000000 | 16.00 | 27.31 | |
| Tractor Supply Company (TSCO) | 0.0 | $431.000000 | 8.00 | 53.88 | |
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $430.000200 | 18.00 | 23.89 | |
| Uniti Group Inc Com reit | 0.0 | $358.003300 | 71.00 | 5.04 | |
| Brighthouse Finl (BHF) | 0.0 | $348.000000 | 6.00 | 58.00 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $345.000000 | 5.00 | 69.00 | |
| Millrose Pptys Com Cl A (MRP) | 0.0 | $318.999600 | 12.00 | 26.58 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $312.000000 | 15.00 | 20.80 | |
| Transocean Registered Shs (RIG) | 0.0 | $288.997800 | 91.00 | 3.18 | |
| Mei Pharma | 0.0 | $276.003000 | 126.00 | 2.19 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $264.000000 | 50.00 | 5.28 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $243.000000 | 6.00 | 40.50 | |
| Sunrun (RUN) | 0.0 | $235.000000 | 40.00 | 5.88 | |
| Western Alliance Bancorporation (WAL) | 0.0 | $231.000000 | 3.00 | 77.00 | |
| Dxc Technology (DXC) | 0.0 | $221.999700 | 13.00 | 17.08 | |
| Heron Therapeutics (HRTX) | 0.0 | $220.000000 | 100.00 | 2.20 | |
| Babcock & Wilcox Enterpr (BW) | 0.0 | $218.985000 | 325.00 | 0.67 | |
| American Airls (AAL) | 0.0 | $211.000000 | 20.00 | 10.55 | |
| Tandem Diabetes Care Com New (TNDM) | 0.0 | $172.999800 | 9.00 | 19.22 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $169.000000 | 2.00 | 84.50 | |
| Nov (NOV) | 0.0 | $122.000000 | 8.00 | 15.25 | |
| Datadog Cl A Com (DDOG) | 0.0 | $100.000000 | 1.00 | 100.00 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $58.000000 | 5.00 | 11.60 | |
| Under Armour Cl A (UAA) | 0.0 | $56.999700 | 9.00 | 6.33 | |
| Under Armour CL C (UA) | 0.0 | $54.000000 | 9.00 | 6.00 | |
| Plug Power Com New (PLUG) | 0.0 | $51.999200 | 38.00 | 1.37 | |
| Solaredge Technologies (SEDG) | 0.0 | $48.999900 | 3.00 | 16.33 | |
| Verastem Com New (VSTM) | 0.0 | $37.000200 | 6.00 | 6.17 | |
| Now (DNOW) | 0.0 | $35.000000 | 2.00 | 17.50 | |
| Igc Pharma Com New (IGC) | 0.0 | $9.000000 | 30.00 | 0.30 | |
| Tilray (TLRY) | 0.0 | $6.000000 | 8.00 | 0.75 | |
| Canopy Growth Corp Com New (CGC) | 0.0 | $2.000000 | 2.00 | 1.00 | |
| Oragenics | 0.0 | $1.000000 | 2.00 | 0.50 |