Evoke Wealth as of Dec. 31, 2023
Portfolio Holdings for Evoke Wealth
Evoke Wealth holds 590 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Specialized Funds Div App Etf (VIG) | 11.1 | $518M | 3.0M | 170.40 | |
Tidal Etf Tr Rpar Risk Pari (RPAR) | 9.2 | $432M | 23M | 19.13 | |
Ishares Tr Core S&p500 Etf (IVV) | 5.9 | $275M | 576k | 477.63 | |
World Gold Tr Spdr Gld Minis (GLDM) | 5.6 | $260M | 6.4M | 40.91 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 3.6 | $167M | 3.2M | 52.20 | |
Flexshares Tr Mornstar Upstr (GUNR) | 3.1 | $144M | 3.5M | 40.95 | |
Ishares Tr Tips Bd Etf (TIP) | 2.9 | $134M | 1.2M | 107.49 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 2.8 | $130M | 548k | 237.22 | |
Ishares Tr S&p 100 Etf (OEF) | 2.2 | $104M | 464k | 223.39 | |
Ishares Tr Core Us Aggbd Et (AGG) | 2.1 | $96M | 971k | 99.25 | |
Ishares Tr Msci Acwi Etf (ACWI) | 2.0 | $91M | 896k | 101.77 | |
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 1.9 | $89M | 1.6M | 56.68 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.7 | $78M | 1.6M | 47.90 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $70M | 160k | 436.80 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.3 | $63M | 611k | 102.88 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $62M | 130k | 477.21 | |
Ishares Tr Mbs Etf (MBB) | 1.3 | $60M | 639k | 94.08 | |
Vanguard Index Fds Value Etf (VTV) | 1.2 | $56M | 373k | 149.50 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $49M | 1.2M | 41.10 | |
Microsoft Corporation (MSFT) | 1.0 | $48M | 128k | 376.04 | |
Tidal Etf Tr Upar Ultra Risk (UPAR) | 1.0 | $46M | 3.3M | 13.65 | |
Apple (AAPL) | 1.0 | $45M | 234k | 192.53 | |
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.9 | $44M | 1.5M | 28.64 | |
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.9 | $41M | 1.2M | 33.25 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.9 | $40M | 494k | 81.10 | |
Ishares Msci Emrg Chn (EMXC) | 0.9 | $40M | 722k | 55.41 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $38M | 219k | 173.89 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.8 | $36M | 368k | 98.88 | |
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.6 | $29M | 1.2M | 24.11 | |
Meta Platforms Cl A (META) | 0.6 | $28M | 78k | 353.96 | |
Ishares Gold Tr Ishares New (IAU) | 0.5 | $23M | 583k | 39.03 | |
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.5 | $23M | 104k | 216.94 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $22M | 155k | 139.69 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $21M | 357k | 59.32 | |
Spdr Gold Tr Gold Shs (GLD) | 0.4 | $19M | 100k | 191.17 | |
Mastercard Incorporated Cl A (MA) | 0.4 | $19M | 45k | 426.51 | |
Prologis (PLD) | 0.4 | $19M | 141k | 133.30 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.4 | $19M | 390k | 47.49 | |
Select Sector Spdr Tr Energy (XLE) | 0.4 | $17M | 199k | 83.84 | |
Amazon (AMZN) | 0.3 | $15M | 98k | 151.94 | |
Equinix (EQIX) | 0.3 | $15M | 19k | 805.41 | |
Moody's Corporation (MCO) | 0.3 | $14M | 36k | 390.56 | |
Johnson & Johnson (JNJ) | 0.3 | $13M | 82k | 156.74 | |
Linde SHS (LIN) | 0.3 | $12M | 29k | 410.71 | |
TJX Companies (TJX) | 0.2 | $12M | 122k | 93.81 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $12M | 19k | 596.60 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $11M | 77k | 140.93 | |
UnitedHealth (UNH) | 0.2 | $10M | 20k | 526.49 | |
Analog Devices (ADI) | 0.2 | $9.7M | 49k | 198.56 | |
Vanguard World Extended Dur (EDV) | 0.2 | $9.4M | 115k | 81.03 | |
Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $9.2M | 108k | 85.06 | |
Pepsi (PEP) | 0.2 | $9.1M | 53k | 171.10 | |
Public Storage (PSA) | 0.2 | $9.1M | 30k | 305.01 | |
Welltower Inc Com reit (WELL) | 0.2 | $8.8M | 98k | 90.17 | |
Extra Space Storage (EXR) | 0.2 | $8.7M | 54k | 161.92 | |
AutoZone (AZO) | 0.2 | $8.7M | 3.4k | 2585.61 | |
Nike CL B (NKE) | 0.2 | $8.2M | 76k | 108.94 | |
Visa Com Cl A (V) | 0.2 | $8.2M | 32k | 260.36 | |
Eli Lilly & Co. (LLY) | 0.2 | $8.2M | 14k | 582.96 | |
West Pharmaceutical Services (WST) | 0.2 | $7.8M | 22k | 352.12 | |
Msci (MSCI) | 0.2 | $7.8M | 14k | 565.67 | |
Realty Income (O) | 0.2 | $7.7M | 134k | 57.68 | |
Trex Company (TREX) | 0.2 | $7.5M | 91k | 82.79 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $7.5M | 97k | 77.73 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $7.5M | 18k | 409.74 | |
McDonald's Corporation (MCD) | 0.2 | $7.4M | 25k | 296.52 | |
Oracle Corporation (ORCL) | 0.2 | $7.3M | 70k | 105.43 | |
Digital Realty Trust (DLR) | 0.2 | $7.3M | 54k | 135.80 | |
Mettler-Toledo International (MTD) | 0.2 | $7.1M | 5.8k | 1212.96 | |
SM Energy (SM) | 0.2 | $7.1M | 183k | 38.72 | |
Lowe's Companies (LOW) | 0.2 | $7.1M | 32k | 222.55 | |
Ventas (VTR) | 0.1 | $6.9M | 138k | 50.29 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $6.9M | 19k | 356.66 | |
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $6.9M | 325k | 21.14 | |
Otis Worldwide Corp (OTIS) | 0.1 | $6.8M | 76k | 89.47 | |
RBC Bearings Incorporated (RBC) | 0.1 | $6.6M | 23k | 284.89 | |
Equity Residential Sh Ben Int (EQR) | 0.1 | $6.5M | 106k | 61.82 | |
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.1 | $6.4M | 440k | 14.58 | |
Walt Disney Company (DIS) | 0.1 | $6.2M | 68k | 90.59 | |
Chevron Corporation (CVX) | 0.1 | $6.1M | 41k | 149.16 | |
Five Below (FIVE) | 0.1 | $6.0M | 28k | 213.16 | |
Invitation Homes (INVH) | 0.1 | $5.8M | 170k | 34.37 | |
Udr (UDR) | 0.1 | $5.8M | 152k | 38.29 | |
Saia (SAIA) | 0.1 | $5.8M | 13k | 438.22 | |
Simon Property (SPG) | 0.1 | $5.7M | 40k | 142.64 | |
Sherwin-Williams Company (SHW) | 0.1 | $5.7M | 18k | 311.91 | |
O'reilly Automotive (ORLY) | 0.1 | $5.7M | 6.0k | 950.08 | |
Rexford Industrial Realty Inc reit (REXR) | 0.1 | $5.6M | 100k | 56.48 | |
Sun Communities (SUI) | 0.1 | $5.6M | 42k | 134.58 | |
Carrier Global Corporation (CARR) | 0.1 | $5.5M | 96k | 57.64 | |
S&p Global (SPGI) | 0.1 | $5.4M | 12k | 440.55 | |
Cme (CME) | 0.1 | $5.4M | 25k | 215.85 | |
Laboratory Corp Amer Hldgs Com New | 0.1 | $5.3M | 23k | 227.29 | |
Monolithic Power Systems (MPWR) | 0.1 | $5.2M | 8.3k | 631.78 | |
Snowflake Cl A (SNOW) | 0.1 | $5.2M | 26k | 199.00 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $5.2M | 26k | 200.71 | |
Peak (DOC) | 0.1 | $5.1M | 259k | 19.80 | |
Pool Corporation (POOL) | 0.1 | $5.1M | 13k | 398.71 | |
Costco Wholesale Corporation (COST) | 0.1 | $5.0M | 7.5k | 663.41 | |
Ensign (ENSG) | 0.1 | $5.0M | 45k | 112.27 | |
Gra (GGG) | 0.1 | $5.0M | 57k | 86.76 | |
Booking Holdings (BKNG) | 0.1 | $5.0M | 1.4k | 3547.22 | |
Manhattan Associates (MANH) | 0.1 | $5.0M | 23k | 215.32 | |
Guidewire Software (GWRE) | 0.1 | $4.9M | 45k | 109.04 | |
Procter & Gamble Company (PG) | 0.1 | $4.9M | 33k | 146.54 | |
Amphenol Corp Cl A (APH) | 0.1 | $4.8M | 49k | 99.35 | |
Vici Pptys (VICI) | 0.1 | $4.8M | 149k | 32.30 | |
Colgate-Palmolive Company (CL) | 0.1 | $4.8M | 60k | 79.71 | |
NVIDIA Corporation (NVDA) | 0.1 | $4.7M | 9.6k | 495.23 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $4.7M | 54k | 88.36 | |
Hamilton Lane Cl A (HLNE) | 0.1 | $4.7M | 41k | 113.89 | |
Atlassian Corporation Cl A (TEAM) | 0.1 | $4.7M | 20k | 237.86 | |
Stryker Corporation (SYK) | 0.1 | $4.7M | 16k | 300.27 | |
Copart (CPRT) | 0.1 | $4.6M | 95k | 49.00 | |
Balchem Corporation (BCPC) | 0.1 | $4.6M | 31k | 149.54 | |
Old Dominion Freight Line (ODFL) | 0.1 | $4.6M | 11k | 405.34 | |
Agree Realty Corporation (ADC) | 0.1 | $4.5M | 72k | 63.20 | |
Fastenal Company (FAST) | 0.1 | $4.5M | 70k | 64.77 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $4.5M | 26k | 170.11 | |
Bank Ozk (OZK) | 0.1 | $4.5M | 90k | 49.83 | |
Cisco Systems (CSCO) | 0.1 | $4.5M | 89k | 50.52 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $4.5M | 13k | 337.36 | |
Healthequity (HQY) | 0.1 | $4.5M | 67k | 66.30 | |
Globant S A (GLOB) | 0.1 | $4.5M | 19k | 237.98 | |
Chipotle Mexican Grill (CMG) | 0.1 | $4.4M | 1.9k | 2286.96 | |
Kadant (KAI) | 0.1 | $4.4M | 16k | 280.31 | |
Brixmor Prty (BRX) | 0.1 | $4.3M | 186k | 23.27 | |
Becton, Dickinson and (BDX) | 0.1 | $4.3M | 18k | 243.84 | |
Bellring Brands Common Stock (BRBR) | 0.1 | $4.3M | 77k | 55.43 | |
Icon SHS (ICLR) | 0.1 | $4.2M | 15k | 283.07 | |
Kimco Realty Corporation (KIM) | 0.1 | $4.2M | 196k | 21.31 | |
Intuit (INTU) | 0.1 | $4.1M | 6.6k | 625.09 | |
First Industrial Realty Trust (FR) | 0.1 | $4.1M | 77k | 52.98 | |
Valvoline Inc Common (VVV) | 0.1 | $4.1M | 109k | 37.58 | |
Inari Medical Ord (NARI) | 0.1 | $4.1M | 63k | 64.92 | |
Lattice Semiconductor (LSCC) | 0.1 | $3.9M | 57k | 68.99 | |
Automatic Data Processing (ADP) | 0.1 | $3.9M | 17k | 234.38 | |
Sentinelone Cl A (S) | 0.1 | $3.9M | 142k | 27.44 | |
Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $3.9M | 70k | 55.28 | |
Innospec (IOSP) | 0.1 | $3.9M | 31k | 123.24 | |
Deere & Company (DE) | 0.1 | $3.8M | 9.5k | 401.37 | |
Morningstar (MORN) | 0.1 | $3.7M | 13k | 286.24 | |
FactSet Research Systems (FDS) | 0.1 | $3.7M | 7.8k | 477.06 | |
Exxon Mobil Corporation (XOM) | 0.1 | $3.7M | 37k | 99.98 | |
ConocoPhillips (COP) | 0.1 | $3.7M | 32k | 116.07 | |
ResMed (RMD) | 0.1 | $3.7M | 21k | 172.02 | |
National Storage Affiliates Com Shs Ben In (NSA) | 0.1 | $3.7M | 89k | 41.47 | |
MarketAxess Holdings (MKTX) | 0.1 | $3.7M | 13k | 292.86 | |
Texas Instruments Incorporated (TXN) | 0.1 | $3.7M | 22k | 170.46 | |
Veeva Sys Cl A Com (VEEV) | 0.1 | $3.7M | 19k | 192.52 | |
Novanta (NOVT) | 0.1 | $3.6M | 22k | 168.41 | |
Clearwater Analytics Hldgs I Cl A (CWAN) | 0.1 | $3.6M | 180k | 20.03 | |
Dex (DXCM) | 0.1 | $3.6M | 29k | 124.09 | |
Host Hotels & Resorts (HST) | 0.1 | $3.5M | 179k | 19.67 | |
Argenx Se Sponsored Adr (ARGX) | 0.1 | $3.5M | 9.2k | 380.43 | |
Cyberark Software SHS (CYBR) | 0.1 | $3.5M | 16k | 219.05 | |
Alexandria Real Estate Equities (ARE) | 0.1 | $3.4M | 27k | 128.06 | |
Fortinet (FTNT) | 0.1 | $3.4M | 58k | 58.53 | |
Ascendis Pharma A/s Sponsored Adr (ASND) | 0.1 | $3.4M | 27k | 125.95 | |
Netflix (NFLX) | 0.1 | $3.4M | 7.0k | 486.88 | |
Live Nation Entertainment (LYV) | 0.1 | $3.4M | 36k | 93.60 | |
Ingersoll Rand (IR) | 0.1 | $3.3M | 43k | 77.34 | |
Cohen & Steers (CNS) | 0.1 | $3.3M | 44k | 75.73 | |
Verisk Analytics (VRSK) | 0.1 | $3.3M | 14k | 238.87 | |
Middleby Corporation (MIDD) | 0.1 | $3.3M | 22k | 147.17 | |
Hubspot (HUBS) | 0.1 | $3.3M | 5.6k | 580.54 | |
Edwards Lifesciences (EW) | 0.1 | $3.2M | 42k | 76.25 | |
Paychex (PAYX) | 0.1 | $3.2M | 27k | 119.11 | |
Lauder Estee Cos Cl A (EL) | 0.1 | $3.2M | 22k | 146.25 | |
AvalonBay Communities (AVB) | 0.1 | $3.2M | 17k | 188.97 | |
Medpace Hldgs (MEDP) | 0.1 | $3.1M | 10k | 306.53 | |
Waste Management (WM) | 0.1 | $3.1M | 18k | 179.11 | |
Fabrinet SHS (FN) | 0.1 | $3.1M | 17k | 190.33 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.1M | 12k | 262.26 | |
Qualcomm (QCOM) | 0.1 | $3.1M | 21k | 144.63 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $3.1M | 41k | 75.53 | |
Moelis & Co Cl A (MC) | 0.1 | $3.1M | 55k | 56.13 | |
Annaly Capital Management In Com New (NLY) | 0.1 | $3.1M | 153k | 20.02 | |
Tesla Motors (TSLA) | 0.1 | $3.0M | 12k | 248.48 | |
Ansys (ANSS) | 0.1 | $3.0M | 8.4k | 362.88 | |
Waters Corporation (WAT) | 0.1 | $3.0M | 9.1k | 329.23 | |
Synopsys (SNPS) | 0.1 | $2.9M | 5.7k | 514.91 | |
Shift4 Pmts Cl A (FOUR) | 0.1 | $2.9M | 39k | 74.34 | |
Abbvie (ABBV) | 0.1 | $2.9M | 19k | 154.97 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.9M | 71k | 40.21 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.8M | 10k | 273.74 | |
Boston Properties (BXP) | 0.1 | $2.8M | 40k | 71.15 | |
Biogen Idec (BIIB) | 0.1 | $2.8M | 11k | 258.77 | |
Floor & Decor Hldgs Cl A (FND) | 0.1 | $2.8M | 25k | 111.56 | |
Ecolab (ECL) | 0.1 | $2.8M | 14k | 198.93 | |
NOVA MEASURING Instruments L (NVMI) | 0.1 | $2.8M | 20k | 137.39 | |
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $2.8M | 52k | 53.01 | |
Jack Henry & Associates (JKHY) | 0.1 | $2.7M | 17k | 163.41 | |
Keysight Technologies (KEYS) | 0.1 | $2.7M | 17k | 159.09 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.7M | 5.00 | 542625.00 | |
Tractor Supply Company (TSCO) | 0.1 | $2.7M | 13k | 215.03 | |
Csw Industrials (CSWI) | 0.1 | $2.7M | 13k | 207.41 | |
Cognex Corporation (CGNX) | 0.1 | $2.6M | 63k | 41.74 | |
Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.1 | $2.6M | 46k | 56.65 | |
Shopify Cl A (SHOP) | 0.1 | $2.6M | 33k | 77.90 | |
Vulcan Materials Company (VMC) | 0.1 | $2.5M | 11k | 227.01 | |
Cousins Pptys Com New (CUZ) | 0.1 | $2.5M | 103k | 24.35 | |
Paylocity Holding Corporation (PCTY) | 0.1 | $2.5M | 15k | 164.85 | |
Doubleline Income Solutions (DSL) | 0.1 | $2.5M | 203k | 12.24 | |
Toro Company (TTC) | 0.1 | $2.5M | 26k | 96.35 | |
Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $2.4M | 24k | 100.22 | |
Yeti Hldgs (YETI) | 0.1 | $2.4M | 47k | 51.78 | |
Fortive (FTV) | 0.1 | $2.4M | 33k | 73.63 | |
Omega Healthcare Investors (OHI) | 0.1 | $2.4M | 78k | 30.66 | |
Amgen (AMGN) | 0.1 | $2.4M | 8.2k | 288.05 | |
Crown Castle Intl (CCI) | 0.0 | $2.3M | 20k | 115.19 | |
Union Pacific Corporation (UNP) | 0.0 | $2.3M | 9.5k | 245.62 | |
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $2.3M | 9.3k | 250.71 | |
National Retail Properties (NNN) | 0.0 | $2.3M | 54k | 43.10 | |
ON Semiconductor (ON) | 0.0 | $2.3M | 28k | 83.53 | |
EXACT Sciences Corporation (EXAS) | 0.0 | $2.3M | 31k | 73.98 | |
Tyler Technologies (TYL) | 0.0 | $2.3M | 5.5k | 418.12 | |
Retail Opportunity Investments (ROIC) | 0.0 | $2.3M | 162k | 14.16 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $2.3M | 17k | 136.38 | |
Spotify Technology S A SHS (SPOT) | 0.0 | $2.3M | 12k | 187.91 | |
Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $2.3M | 103k | 21.89 | |
Xpel (XPEL) | 0.0 | $2.2M | 42k | 53.85 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $2.2M | 21k | 104.10 | |
Broadcom (AVGO) | 0.0 | $2.2M | 1.9k | 1116.34 | |
Fidelity National Information Services (FIS) | 0.0 | $2.1M | 36k | 60.07 | |
Tricon Residential Com Npv | 0.0 | $2.1M | 235k | 9.11 | |
Q2 Holdings (QTWO) | 0.0 | $2.1M | 48k | 43.41 | |
Arista Networks (ANET) | 0.0 | $2.1M | 8.8k | 235.51 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $2.1M | 29k | 70.10 | |
Five9 (FIVN) | 0.0 | $2.1M | 26k | 78.69 | |
Ishares Silver Tr Ishares (SLV) | 0.0 | $2.1M | 94k | 21.78 | |
LKQ Corporation (LKQ) | 0.0 | $2.0M | 43k | 47.79 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.0M | 8.8k | 232.65 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $2.0M | 27k | 75.89 | |
Hexcel Corporation (HXL) | 0.0 | $2.0M | 28k | 73.75 | |
Powerschool Holdings Com Cl A | 0.0 | $2.0M | 85k | 23.56 | |
Tradeweb Mkts Cl A (TW) | 0.0 | $2.0M | 22k | 90.88 | |
Verisign (VRSN) | 0.0 | $2.0M | 9.7k | 205.96 | |
Repligen Corporation (RGEN) | 0.0 | $2.0M | 11k | 179.80 | |
Freshpet (FRPT) | 0.0 | $1.9M | 22k | 86.76 | |
Quanta Services (PWR) | 0.0 | $1.9M | 8.8k | 215.89 | |
Boeing Company (BA) | 0.0 | $1.9M | 7.3k | 260.68 | |
Danaher Corporation (DHR) | 0.0 | $1.9M | 8.2k | 231.59 | |
Ceridian Hcm Hldg (DAY) | 0.0 | $1.9M | 28k | 67.12 | |
Global Payments (GPN) | 0.0 | $1.9M | 15k | 127.01 | |
Fox Factory Hldg (FOXF) | 0.0 | $1.9M | 28k | 67.48 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $1.9M | 3.9k | 484.06 | |
Kilroy Realty Corporation (KRC) | 0.0 | $1.9M | 46k | 40.38 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.9M | 18k | 105.24 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.8M | 25k | 75.35 | |
Skyworks Solutions (SWKS) | 0.0 | $1.8M | 16k | 112.43 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.8M | 12k | 157.81 | |
Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $1.8M | 157k | 11.54 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $1.8M | 8.0k | 224.90 | |
American Tower Reit (AMT) | 0.0 | $1.8M | 8.2k | 217.63 | |
Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.0 | $1.8M | 164k | 10.91 | |
CoStar (CSGP) | 0.0 | $1.8M | 20k | 87.39 | |
Sempra Energy (SRE) | 0.0 | $1.8M | 24k | 75.33 | |
Intra Cellular Therapies (ITCI) | 0.0 | $1.7M | 24k | 71.62 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.7M | 6.3k | 277.18 | |
Certara Ord (CERT) | 0.0 | $1.7M | 98k | 17.59 | |
Bentley Sys Com Cl B (BSY) | 0.0 | $1.7M | 33k | 52.18 | |
Neogen Corporation (NEOG) | 0.0 | $1.7M | 84k | 20.11 | |
Abbott Laboratories (ABT) | 0.0 | $1.7M | 15k | 110.07 | |
Datadog Cl A Com (DDOG) | 0.0 | $1.7M | 14k | 121.38 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.6M | 4.7k | 350.96 | |
IPG Photonics Corporation (IPGP) | 0.0 | $1.6M | 15k | 108.54 | |
Merck & Co (MRK) | 0.0 | $1.6M | 15k | 109.71 | |
Shockwave Med | 0.0 | $1.6M | 8.6k | 190.56 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $1.6M | 147k | 11.00 | |
Cubesmart (CUBE) | 0.0 | $1.6M | 34k | 46.86 | |
Inspire Med Sys (INSP) | 0.0 | $1.6M | 7.9k | 203.43 | |
Jacobs Engineering Group (J) | 0.0 | $1.6M | 12k | 129.80 | |
Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $1.6M | 45k | 34.62 | |
Installed Bldg Prods (IBP) | 0.0 | $1.6M | 8.5k | 183.19 | |
Jabil Circuit (JBL) | 0.0 | $1.6M | 12k | 127.40 | |
American Express Company (AXP) | 0.0 | $1.5M | 8.2k | 187.35 | |
Helios Technologies (HLIO) | 0.0 | $1.5M | 33k | 45.35 | |
Sixth Street Specialty Lending (TSLX) | 0.0 | $1.5M | 70k | 21.60 | |
Roblox Corp Cl A (RBLX) | 0.0 | $1.5M | 33k | 45.72 | |
Hubbell (HUBB) | 0.0 | $1.5M | 4.5k | 328.93 | |
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $1.5M | 133k | 11.09 | |
Trimas Corp Com New (TRS) | 0.0 | $1.5M | 58k | 25.33 | |
Broadstone Net Lease (BNL) | 0.0 | $1.5M | 83k | 17.51 | |
Mister Car Wash (MCW) | 0.0 | $1.4M | 167k | 8.64 | |
Irhythm Technologies (IRTC) | 0.0 | $1.4M | 13k | 107.04 | |
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $1.4M | 15k | 96.39 | |
Vanguard World Fds Industrial Etf (VIS) | 0.0 | $1.4M | 6.4k | 220.43 | |
Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.4M | 12k | 117.22 | |
Zscaler Incorporated (ZS) | 0.0 | $1.4M | 6.3k | 221.56 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $1.4M | 37k | 36.96 | |
Doubleline Yield (DLY) | 0.0 | $1.4M | 93k | 14.87 | |
Align Technology (ALGN) | 0.0 | $1.4M | 5.0k | 274.00 | |
Halozyme Therapeutics (HALO) | 0.0 | $1.4M | 37k | 36.96 | |
Rockwell Automation (ROK) | 0.0 | $1.3M | 4.3k | 310.48 | |
Caretrust Reit (CTRE) | 0.0 | $1.3M | 59k | 22.66 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $1.3M | 3.5k | 377.79 | |
Lululemon Athletica (LULU) | 0.0 | $1.3M | 2.6k | 511.29 | |
Rpt Realty Sh Ben Int | 0.0 | $1.3M | 102k | 12.83 | |
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.3M | 40k | 32.06 | |
Spdr Ser Tr S&p Metals Mng (XME) | 0.0 | $1.3M | 22k | 59.83 | |
Pfizer (PFE) | 0.0 | $1.3M | 44k | 28.79 | |
Open Lending Corp (LPRO) | 0.0 | $1.3M | 150k | 8.51 | |
Goosehead Ins Com Cl A (GSHD) | 0.0 | $1.3M | 17k | 75.80 | |
Vanguard World Fds Financials Etf (VFH) | 0.0 | $1.3M | 14k | 92.26 | |
Raytheon Technologies Corp (RTX) | 0.0 | $1.2M | 15k | 84.15 | |
Home Depot (HD) | 0.0 | $1.2M | 3.6k | 346.63 | |
Church & Dwight (CHD) | 0.0 | $1.2M | 13k | 94.56 | |
Intel Corporation (INTC) | 0.0 | $1.2M | 25k | 50.25 | |
Tpg Re Finance Trust Inc reit (TRTX) | 0.0 | $1.2M | 183k | 6.74 | |
Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $1.2M | 108k | 11.13 | |
DiamondRock Hospitality Company (DRH) | 0.0 | $1.2M | 127k | 9.42 | |
Blackrock Multi-sector Incom other (BIT) | 0.0 | $1.2M | 79k | 15.00 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.2M | 3.8k | 310.90 | |
WESCO International (WCC) | 0.0 | $1.2M | 6.8k | 173.88 | |
Air Products & Chemicals (APD) | 0.0 | $1.2M | 4.2k | 275.56 | |
Fiserv (FI) | 0.0 | $1.2M | 8.8k | 132.84 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.2M | 11k | 111.63 | |
Ross Stores (ROST) | 0.0 | $1.1M | 8.2k | 138.41 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $1.1M | 6.8k | 164.44 | |
Equifax (EFX) | 0.0 | $1.1M | 4.5k | 247.30 | |
Urban Edge Pptys (UE) | 0.0 | $1.1M | 60k | 18.46 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $1.1M | 11k | 96.85 | |
Take-Two Interactive Software (TTWO) | 0.0 | $1.1M | 6.8k | 160.95 | |
Douglas Emmett (DEI) | 0.0 | $1.1M | 75k | 14.69 | |
Domino's Pizza (DPZ) | 0.0 | $1.1M | 2.6k | 412.27 | |
Golub Capital BDC (GBDC) | 0.0 | $1.1M | 72k | 15.10 | |
American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $1.1M | 19k | 56.39 | |
Medical Properties Trust (MPW) | 0.0 | $1.1M | 213k | 5.07 | |
Ares Coml Real Estate (ACRE) | 0.0 | $1.1M | 100k | 10.69 | |
Ea Series Trust Mkam Etf (MKAM) | 0.0 | $1.1M | 40k | 26.54 | |
Coca-Cola Company (KO) | 0.0 | $1.1M | 18k | 58.93 | |
Xenia Hotels & Resorts (XHR) | 0.0 | $1.0M | 76k | 13.72 | |
Clean Harbors (CLH) | 0.0 | $1.0M | 6.0k | 174.51 | |
Newmont Mining Corporation (NEM) | 0.0 | $1.0M | 25k | 41.39 | |
Bank of America Corporation (BAC) | 0.0 | $1.0M | 31k | 33.67 | |
3M Company (MMM) | 0.0 | $1.0M | 9.3k | 109.33 | |
Lamar Advertising Cl A (LAMR) | 0.0 | $1.0M | 9.5k | 106.29 | |
Mfs Inter Income Tr Sh Ben Int (MIN) | 0.0 | $1.0M | 377k | 2.68 | |
salesforce (CRM) | 0.0 | $999k | 3.8k | 263.14 | |
Coupang Cl A (CPNG) | 0.0 | $995k | 62k | 16.19 | |
Verizon Communications (VZ) | 0.0 | $993k | 26k | 37.70 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $984k | 18k | 56.40 | |
Starbucks Corporation (SBUX) | 0.0 | $979k | 10k | 96.01 | |
Servicenow (NOW) | 0.0 | $951k | 1.3k | 706.49 | |
Deckers Outdoor Corporation (DECK) | 0.0 | $938k | 1.4k | 668.43 | |
Ares Capital Corporation (ARCC) | 0.0 | $937k | 47k | 20.03 | |
Entegris (ENTG) | 0.0 | $925k | 7.7k | 119.82 | |
Goldman Sachs Bdc SHS (GSBD) | 0.0 | $921k | 61k | 15.10 | |
Celsius Hldgs Com New (CELH) | 0.0 | $921k | 17k | 54.52 | |
Bj's Wholesale Club Holdings (BJ) | 0.0 | $917k | 14k | 66.66 | |
Etsy (ETSY) | 0.0 | $912k | 11k | 81.05 | |
Wingstop (WING) | 0.0 | $907k | 3.5k | 256.58 | |
KBR (KBR) | 0.0 | $902k | 16k | 55.55 | |
Americold Rlty Tr (COLD) | 0.0 | $882k | 29k | 30.49 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $870k | 8.0k | 108.25 | |
Independence Realty Trust In (IRT) | 0.0 | $859k | 56k | 15.45 | |
NVR (NVR) | 0.0 | $847k | 121.00 | 7000.45 | |
American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $847k | 14k | 60.43 | |
Palo Alto Networks (PANW) | 0.0 | $847k | 2.9k | 294.88 | |
Ingredion Incorporated (INGR) | 0.0 | $831k | 7.6k | 109.31 | |
Caci Intl Cl A (CACI) | 0.0 | $829k | 2.6k | 323.86 | |
Wal-Mart Stores (WMT) | 0.0 | $808k | 5.1k | 158.16 | |
Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $805k | 22k | 36.98 | |
Alamos Gold Com Cl A (AGI) | 0.0 | $798k | 59k | 13.47 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $794k | 27k | 29.23 | |
Canadian Natl Ry (CNI) | 0.0 | $781k | 6.2k | 125.63 | |
Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $780k | 12k | 63.13 | |
Cabot Corporation (CBT) | 0.0 | $772k | 9.2k | 83.50 | |
Ryan Specialty Holdings Cl A (RYAN) | 0.0 | $769k | 18k | 43.02 | |
Bwx Technologies (BWXT) | 0.0 | $764k | 10k | 76.74 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $757k | 24k | 31.01 | |
Shell Spon Ads (SHEL) | 0.0 | $753k | 11k | 65.80 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $746k | 4.1k | 179.97 | |
Paycom Software (PAYC) | 0.0 | $727k | 3.5k | 206.72 | |
Vanguard World Fds Energy Etf (VDE) | 0.0 | $717k | 6.1k | 117.29 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $712k | 9.2k | 77.02 | |
Highwoods Properties (HIW) | 0.0 | $704k | 31k | 22.96 | |
Nextera Energy (NEE) | 0.0 | $697k | 12k | 60.75 | |
Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $689k | 83k | 8.33 | |
Ryman Hospitality Pptys (RHP) | 0.0 | $680k | 6.1k | 111.16 | |
Xylem (XYL) | 0.0 | $680k | 5.9k | 114.38 | |
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $674k | 18k | 37.22 | |
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $672k | 6.8k | 98.60 | |
Parker-Hannifin Corporation (PH) | 0.0 | $658k | 1.4k | 460.76 | |
Kenvue (KVUE) | 0.0 | $651k | 30k | 21.53 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $638k | 3.3k | 192.48 | |
Goldman Sachs (GS) | 0.0 | $633k | 1.6k | 385.87 | |
Woodward Governor Company (WWD) | 0.0 | $631k | 4.6k | 136.13 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $630k | 20k | 31.19 | |
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $630k | 12k | 52.33 | |
Hdfc Bank Sponsored Ads (HDB) | 0.0 | $624k | 9.3k | 67.11 | |
Ishares Tr Ishares Biotech (IBB) | 0.0 | $623k | 4.6k | 135.85 | |
Api Group Corp Com Stk (APG) | 0.0 | $609k | 18k | 34.60 | |
IDEX Corporation (IEX) | 0.0 | $609k | 2.8k | 217.11 | |
Western Alliance Bancorporation (WAL) | 0.0 | $607k | 9.2k | 65.79 | |
Morgan Stanley Com New (MS) | 0.0 | $604k | 6.5k | 93.26 | |
Gaming & Leisure Pptys (GLPI) | 0.0 | $604k | 12k | 49.35 | |
Elme Communities Sh Ben Int (ELME) | 0.0 | $597k | 40k | 14.78 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $595k | 1.2k | 509.50 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $590k | 5.1k | 116.29 | |
Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $589k | 11k | 51.83 | |
Agnico (AEM) | 0.0 | $584k | 11k | 54.85 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $584k | 10k | 57.96 | |
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $574k | 59k | 9.80 | |
Twist Bioscience Corp (TWST) | 0.0 | $572k | 16k | 36.86 | |
Sfl Corporation SHS (SFL) | 0.0 | $568k | 50k | 11.28 | |
Power Integrations (POWI) | 0.0 | $567k | 6.9k | 82.11 | |
General Dynamics Corporation (GD) | 0.0 | $559k | 2.2k | 259.67 | |
United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $557k | 19k | 29.49 | |
Proshares Tr Ii Ultra Gold (UGL) | 0.0 | $556k | 8.7k | 63.87 | |
Jpmorgan Chase & Co Alerian Ml Etn | 0.0 | $550k | 22k | 25.36 | |
Heico Corp Cl A (HEI.A) | 0.0 | $547k | 3.8k | 142.44 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $545k | 7.7k | 70.35 | |
Ftai Aviation SHS (FTAI) | 0.0 | $543k | 12k | 46.40 | |
Pimco CA Muni. Income Fund II (PCK) | 0.0 | $541k | 93k | 5.82 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $540k | 7.5k | 72.04 | |
Cae (CAE) | 0.0 | $534k | 25k | 21.59 | |
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $534k | 9.0k | 59.62 | |
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.0 | $529k | 26k | 20.70 | |
Mobileye Global Common Class A (MBLY) | 0.0 | $529k | 12k | 43.32 | |
Prosperity Bancshares (PB) | 0.0 | $527k | 7.7k | 68.29 | |
Advanced Micro Devices (AMD) | 0.0 | $507k | 3.4k | 147.42 | |
Midcap Financial Invstmnt Com New (MFIC) | 0.0 | $503k | 37k | 13.68 | |
Kite Rlty Group Tr Com New (KRG) | 0.0 | $501k | 22k | 22.86 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $498k | 4.8k | 104.46 | |
Eaton Vance Cali Muni Bnd Fnd (EVM) | 0.0 | $497k | 54k | 9.15 | |
Valero Energy Corporation (VLO) | 0.0 | $497k | 3.8k | 130.00 | |
Crescent Capital Bdc (CCAP) | 0.0 | $494k | 28k | 17.79 | |
UGI Corporation (UGI) | 0.0 | $492k | 20k | 24.93 | |
AmerisourceBergen (COR) | 0.0 | $492k | 2.4k | 205.45 | |
Iron Mountain (IRM) | 0.0 | $483k | 6.8k | 70.63 | |
Novo-nordisk A S Adr (NVO) | 0.0 | $483k | 4.7k | 103.45 | |
Silk Road Medical Inc Common | 0.0 | $482k | 39k | 12.27 | |
Thermo Fisher Scientific (TMO) | 0.0 | $482k | 907.00 | 531.30 | |
At&t (T) | 0.0 | $481k | 29k | 16.78 | |
Arhaus Com Cl A (ARHS) | 0.0 | $479k | 40k | 11.85 | |
Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $478k | 1.6k | 304.55 | |
TCW Strategic Income Fund (TSI) | 0.0 | $477k | 100k | 4.76 | |
Ford Motor Company (F) | 0.0 | $470k | 39k | 12.19 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $468k | 11k | 43.85 | |
Simpson Manufacturing (SSD) | 0.0 | $465k | 2.3k | 197.98 | |
Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $464k | 16k | 28.41 | |
Corning Incorporated (GLW) | 0.0 | $459k | 15k | 30.45 | |
Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $458k | 9.1k | 50.24 | |
McGrath Rent (MGRC) | 0.0 | $454k | 3.8k | 119.62 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $453k | 8.1k | 56.14 | |
SYSCO Corporation (SYY) | 0.0 | $452k | 6.2k | 73.13 | |
Agilysys (AGYS) | 0.0 | $448k | 5.3k | 84.82 | |
Advanced Energy Industries (AEIS) | 0.0 | $444k | 4.1k | 108.92 | |
International Business Machines (IBM) | 0.0 | $441k | 2.7k | 163.56 | |
Cedar Fair Depositry Unit | 0.0 | $438k | 11k | 39.80 | |
Ishares Tr India 50 Etf (INDY) | 0.0 | $437k | 8.9k | 49.25 | |
Commerce Bancshares (CBSH) | 0.0 | $436k | 8.2k | 53.41 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $430k | 2.3k | 190.96 | |
Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $421k | 6.8k | 61.53 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $421k | 4.0k | 104.27 | |
Neuberger Ber. Intermediate Muni. Fund (NBH) | 0.0 | $420k | 41k | 10.39 | |
Gitlab Class A Com (GTLB) | 0.0 | $413k | 6.6k | 62.96 | |
Helen Of Troy (HELE) | 0.0 | $412k | 3.4k | 120.81 | |
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $408k | 4.1k | 100.28 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $404k | 1.3k | 303.17 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $402k | 3.1k | 130.92 | |
Stag Industrial (STAG) | 0.0 | $402k | 10k | 39.35 | |
Cbre Group Cl A (CBRE) | 0.0 | $401k | 4.3k | 93.09 | |
BlackRock (BLK) | 0.0 | $396k | 488.00 | 812.20 | |
Charles Schwab Corporation (SCHW) | 0.0 | $396k | 5.8k | 68.81 | |
Rbc Cad (RY) | 0.0 | $396k | 3.9k | 101.14 | |
Glacier Ban (GBCI) | 0.0 | $392k | 9.5k | 41.32 | |
Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $388k | 14k | 28.50 | |
Caterpillar (CAT) | 0.0 | $387k | 1.3k | 295.85 | |
Chubb (CB) | 0.0 | $387k | 1.7k | 226.97 | |
Barrick Gold Corp (GOLD) | 0.0 | $385k | 21k | 18.09 | |
General Mills (GIS) | 0.0 | $384k | 5.9k | 65.14 | |
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) | 0.0 | $382k | 4.0k | 96.58 | |
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $376k | 7.7k | 48.72 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $372k | 9.2k | 40.23 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $371k | 6.7k | 55.67 | |
Rli (RLI) | 0.0 | $370k | 2.8k | 133.12 | |
Honeywell International (HON) | 0.0 | $370k | 1.8k | 209.76 | |
Lennar Corp Cl A (LEN) | 0.0 | $369k | 2.5k | 149.05 | |
Zoom Video Communications In Cl A (ZM) | 0.0 | $364k | 5.1k | 71.91 | |
Verra Mobility Corp Cl A Com Stk (VRRM) | 0.0 | $364k | 16k | 23.03 | |
Target Corporation (TGT) | 0.0 | $364k | 2.6k | 142.46 | |
KAR Auction Services (KAR) | 0.0 | $363k | 25k | 14.81 | |
Uber Technologies (UBER) | 0.0 | $359k | 5.8k | 61.57 | |
Williams Companies (WMB) | 0.0 | $358k | 10k | 34.83 | |
Wells Fargo & Company (WFC) | 0.0 | $356k | 7.2k | 49.22 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $354k | 10k | 35.41 | |
Netstreit Corp (NTST) | 0.0 | $354k | 20k | 17.85 | |
Edison International (EIX) | 0.0 | $353k | 4.9k | 72.27 | |
McKesson Corporation (MCK) | 0.0 | $352k | 759.00 | 463.69 | |
Doximity Cl A (DOCS) | 0.0 | $350k | 13k | 28.04 | |
Apollo Commercial Real Est. Finance (ARI) | 0.0 | $345k | 29k | 12.09 | |
Coherent Corp (COHR) | 0.0 | $343k | 7.9k | 43.53 | |
Nuveen Insd Dividend Advantage (NVG) | 0.0 | $343k | 29k | 11.82 | |
Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $342k | 2.7k | 126.60 | |
T. Rowe Price (TROW) | 0.0 | $340k | 3.2k | 107.69 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $338k | 1.3k | 252.22 | |
Ishares Tr National Mun Etf (MUB) | 0.0 | $336k | 3.1k | 108.41 | |
Zoetis Cl A (ZTS) | 0.0 | $331k | 1.7k | 197.45 | |
Sensient Technologies Corporation (SXT) | 0.0 | $330k | 5.0k | 66.00 | |
Minerals Technologies (MTX) | 0.0 | $328k | 4.6k | 71.31 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $328k | 1.3k | 255.32 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $326k | 4.3k | 75.11 | |
Southwest Airlines (LUV) | 0.0 | $322k | 11k | 29.06 | |
Altria (MO) | 0.0 | $322k | 7.8k | 41.32 | |
United Parcel Service CL B (UPS) | 0.0 | $320k | 2.0k | 157.30 | |
Kkr Real Estate Finance Trust (KREF) | 0.0 | $317k | 23k | 13.66 | |
Pioneer Natural Resources | 0.0 | $317k | 1.4k | 224.93 | |
D.R. Horton (DHI) | 0.0 | $313k | 2.1k | 151.99 | |
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.0 | $304k | 11k | 27.99 | |
Lockheed Martin Corporation (LMT) | 0.0 | $304k | 670.00 | 453.41 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $303k | 2.0k | 155.36 | |
Select Sector Spdr Tr Financial (XLF) | 0.0 | $300k | 8.0k | 37.60 | |
Vanguard World Fds Materials Etf (VAW) | 0.0 | $299k | 1.6k | 189.94 | |
Paramount Group Inc reit (PGRE) | 0.0 | $299k | 57k | 5.21 | |
Illinois Tool Works (ITW) | 0.0 | $298k | 1.1k | 263.50 | |
Darden Restaurants (DRI) | 0.0 | $295k | 1.8k | 164.34 | |
Wix SHS (WIX) | 0.0 | $294k | 2.4k | 123.02 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $294k | 1.8k | 165.32 | |
Cigna Corp (CI) | 0.0 | $291k | 973.00 | 299.52 | |
General Motors Company (GM) | 0.0 | $288k | 8.0k | 35.92 | |
Series Portfolios Tr Panagram Bbb B (CLOZ) | 0.0 | $285k | 11k | 26.53 | |
Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $281k | 8.2k | 34.36 | |
R1 RCM (RCM) | 0.0 | $278k | 26k | 10.57 | |
Mercury Computer Systems (MRCY) | 0.0 | $275k | 7.5k | 36.57 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $274k | 3.7k | 73.56 | |
Motorola Solutions Com New (MSI) | 0.0 | $272k | 866.00 | 314.22 | |
Marqeta Class A Com (MQ) | 0.0 | $268k | 38k | 6.98 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $268k | 5.7k | 47.24 | |
PDF Solutions (PDFS) | 0.0 | $267k | 8.3k | 32.14 | |
Marathon Petroleum Corp (MPC) | 0.0 | $265k | 1.8k | 148.39 | |
Allstate Corporation (ALL) | 0.0 | $261k | 1.8k | 140.89 | |
General Electric Com New (GE) | 0.0 | $260k | 2.0k | 127.72 | |
Evergy (EVRG) | 0.0 | $258k | 4.9k | 52.20 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $257k | 1.2k | 218.15 | |
Darling International (DAR) | 0.0 | $249k | 5.0k | 49.84 | |
Kla Corp Com New (KLAC) | 0.0 | $243k | 417.00 | 582.69 | |
FTI Consulting (FCN) | 0.0 | $241k | 1.2k | 199.15 | |
Essential Properties Realty reit (EPRT) | 0.0 | $240k | 9.3k | 25.85 | |
Constellation Brands Cl A (STZ) | 0.0 | $239k | 990.00 | 241.77 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $239k | 315.00 | 757.57 | |
Metropcs Communications (TMUS) | 0.0 | $239k | 1.5k | 160.41 | |
Marsh & McLennan Companies (MMC) | 0.0 | $238k | 1.3k | 189.53 | |
Anthem (ELV) | 0.0 | $237k | 501.00 | 472.34 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.0 | $236k | 12k | 19.74 | |
Ishares Msci Gbl Gold Mn (RING) | 0.0 | $234k | 9.5k | 24.58 | |
Applied Materials (AMAT) | 0.0 | $233k | 1.4k | 162.18 | |
Phillips 66 (PSX) | 0.0 | $233k | 1.7k | 133.21 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $233k | 1.0k | 230.77 | |
Northrop Grumman Corporation (NOC) | 0.0 | $232k | 495.00 | 468.42 | |
Brink's Company (BCO) | 0.0 | $232k | 2.6k | 87.95 | |
Schlumberger Com Stk (SLB) | 0.0 | $231k | 4.4k | 52.25 | |
Philip Morris International (PM) | 0.0 | $229k | 2.4k | 95.37 | |
Global X Fds Lithium Btry Etf (LIT) | 0.0 | $228k | 4.5k | 51.30 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $228k | 20k | 11.47 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $223k | 2.2k | 103.07 | |
Ameriprise Financial (AMP) | 0.0 | $221k | 582.00 | 380.43 | |
Veralto Corp Com Shs (VLTO) | 0.0 | $220k | 2.7k | 82.35 | |
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $220k | 19k | 11.38 | |
Outfront Media (OUT) | 0.0 | $218k | 16k | 13.96 | |
Eaton Corp SHS (ETN) | 0.0 | $216k | 895.00 | 241.05 | |
Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $212k | 2.0k | 104.18 | |
American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $208k | 2.6k | 81.55 | |
Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $207k | 13k | 15.93 | |
Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $207k | 3.3k | 62.60 | |
Gilead Sciences (GILD) | 0.0 | $205k | 2.5k | 81.04 | |
Ziprecruiter Cl A (ZIP) | 0.0 | $203k | 15k | 13.90 | |
Ishares Msci Glb Slv&mtl (SLVP) | 0.0 | $202k | 20k | 10.18 | |
Crown Crafts (CRWS) | 0.0 | $202k | 40k | 5.04 | |
Applovin Corp Com Cl A (APP) | 0.0 | $201k | 5.1k | 39.85 | |
Agnc Invt Corp Com reit (AGNC) | 0.0 | $193k | 19k | 9.93 | |
Blackrock Kelso Capital | 0.0 | $187k | 47k | 3.97 | |
International Tower Hill Mines (THM) | 0.0 | $187k | 319k | 0.58 | |
Alignment Healthcare (ALHC) | 0.0 | $172k | 20k | 8.61 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $172k | 10k | 16.86 | |
Tmc The Metals Company (TMC) | 0.0 | $142k | 129k | 1.10 | |
Luminar Technologies Com Cl A (LAZR) | 0.0 | $140k | 42k | 3.37 | |
Robinhood Mkts Com Cl A (HOOD) | 0.0 | $138k | 11k | 12.74 | |
Vivani Medical Common Stock (VANI) | 0.0 | $138k | 135k | 1.02 | |
Figs Cl A (FIGS) | 0.0 | $133k | 19k | 6.95 | |
Peregrine Pharmaceuticals (CDMO) | 0.0 | $125k | 19k | 6.50 | |
Cadiz Com New (CDZI) | 0.0 | $120k | 43k | 2.80 | |
Laird Superfood Com Stk (LSF) | 0.0 | $80k | 88k | 0.91 | |
Coeur Mng Com New (CDE) | 0.0 | $64k | 20k | 3.26 | |
Wipro Spon Adr 1 Sh (WIT) | 0.0 | $60k | 11k | 5.57 | |
Ftai Infrastructure Common Stock (FIP) | 0.0 | $46k | 12k | 3.89 | |
Sientra (SIENQ) | 0.0 | $27k | 44k | 0.61 | |
Cybin Ord (CYBN) | 0.0 | $10k | 25k | 0.41 |