Fiduciary

Fiduciary Group as of June 30, 2026

Portfolio Holdings for Fiduciary Group

Fiduciary Group holds 305 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.6 $71M 104k 686.81
Apple (AAPL) 5.1 $65M 225k 289.36
Alphabet Cap Stk Cl C (GOOG) 4.4 $56M 158k 353.33
Ishares Tr Core Us Aggbd Et (AGG) 3.7 $47M 476k 98.98
Microsoft Corporation (MSFT) 2.6 $33M 88k 373.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $30M 420k 71.25
JPMorgan Chase & Co. (JPM) 2.2 $28M 87k 327.33
Palo Alto Networks (PANW) 2.2 $28M 83k 341.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $26M 53k 500.39
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.1 $26M 321k 82.11
Amazon (AMZN) 2.0 $25M 106k 238.34
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.0 $25M 480k 52.41
Johnson & Johnson (JNJ) 1.7 $21M 83k 253.97
Wal-Mart Stores (WMT) 1.6 $20M 179k 113.26
Moody's Corporation (MCO) 1.6 $20M 45k 452.92
Alphabet Cap Stk Cl A (GOOGL) 1.6 $20M 56k 357.37
Pgim Etf Tr Aaa Clo Etf (PAAA) 1.5 $20M 380k 51.27
NVIDIA Corporation (NVDA) 1.4 $17M 86k 200.09
Spdr Series Trust St Sho Treas Etf (SPTS) 1.3 $17M 571k 29.01
Raytheon Technologies Corp (RTX) 1.2 $15M 80k 189.73
Visa Com Cl A (V) 1.2 $15M 43k 343.09
Union Pacific Corporation (UNP) 1.1 $14M 50k 272.00
Select Sector Spdr Tr St Str Techn Etf (XLK) 1.1 $13M 70k 190.52
Vanguard Index Fds Extend Mkt Etf (VXF) 1.0 $13M 54k 246.21
Home Depot (HD) 1.0 $12M 35k 352.68
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.9 $12M 227k 53.11
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $12M 81k 148.31
Amgen (AMGN) 0.9 $11M 31k 362.12
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.8 $10M 188k 53.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $9.9M 165k 59.69
Asml Hldg Nv N Y Registry Shs (ASML) 0.8 $9.8M 4.9k 1989.44
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.8 $9.7M 102k 95.62
Meta Platforms Cl A (META) 0.7 $9.1M 16k 563.29
Pepsi (PEP) 0.7 $8.9M 66k 135.40
Coca-Cola Company (KO) 0.7 $8.9M 109k 81.27
Intuitive Surgical Com New (ISRG) 0.7 $8.9M 22k 397.68
Mastercard Incorporated Cl A (MA) 0.7 $8.8M 17k 513.59
Southern Company (SO) 0.7 $8.7M 91k 95.71
Walt Disney Company (DIS) 0.7 $8.6M 89k 96.25
Eli Lilly & Co. (LLY) 0.7 $8.4M 7.0k 1199.43
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $8.2M 52k 158.03
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.6 $7.9M 27k 290.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $7.7M 100k 77.11
Exxon Mobil Corporation (XOM) 0.6 $7.2M 53k 136.72
Procter & Gamble Company (PG) 0.6 $7.1M 49k 146.64
Aon Shs Cl A (AON) 0.6 $7.1M 21k 331.69
American Express Company (AXP) 0.6 $7.1M 21k 338.25
Ishares Tr Core S&p500 Etf (IVV) 0.5 $7.0M 9.3k 748.85
Spdr Series Trust ST STR SP600 SML (SPSM) 0.5 $6.9M 120k 57.67
Costco Wholesale Corporation (COST) 0.5 $6.7M 7.2k 935.47
Amphenol Corp Cl A (APH) 0.5 $6.4M 36k 176.32
Bank of America Corporation (BAC) 0.5 $6.2M 109k 56.98
Marriott Intl Cl A (MAR) 0.5 $6.1M 17k 370.58
Oracle Corporation (ORCL) 0.5 $6.0M 41k 146.55
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $6.0M 62k 98.20
Select Sector Spdr Tr St Str Care Etf (XLV) 0.5 $5.9M 37k 158.66
Abbvie (ABBV) 0.5 $5.9M 23k 251.64
Ishares Tr Core Msci Eafe (IEFA) 0.5 $5.8M 60k 96.58
Blackstone Group Inc Com Cl A (BX) 0.4 $5.5M 47k 117.67
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.4 $5.3M 29k 185.23
Verizon Communications (VZ) 0.4 $5.2M 124k 42.34
Starbucks Corporation (SBUX) 0.4 $5.1M 50k 102.19
Simon Property (SPG) 0.4 $5.1M 23k 223.65
Astrazeneca Ord (AZN) 0.4 $5.0M 27k 189.62
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $5.0M 59k 85.49
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.4 $4.9M 42k 117.28
Harbor Etf Trust Internatnal Comp (OSEA) 0.4 $4.8M 159k 30.54
Electronic Arts (EA) 0.4 $4.8M 24k 205.04
American Tower Reit (AMT) 0.4 $4.5M 28k 163.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $4.5M 12k 370.05
Texas Instruments Incorporated (TXN) 0.3 $4.3M 14k 298.08
Seagate Technology Hldngs Pl Ord Shs (STX) 0.3 $4.2M 4.3k 965.00
Danaher Corporation (DHR) 0.3 $4.1M 22k 190.48
Micron Technology (MU) 0.3 $4.0M 3.4k 1154.29
Spdr Series Trust St Str P400mid (SPMD) 0.3 $3.9M 57k 67.56
Select Sector Spdr Tr St Str Util Etf (XLU) 0.3 $3.8M 83k 45.34
Charles Schwab Corporation (SCHW) 0.3 $3.6M 39k 92.27
Markel Corporation (MKL) 0.3 $3.6M 1.8k 1953.01
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.3 $3.6M 33k 107.13
Eaton Corp SHS (ETN) 0.3 $3.5M 8.3k 426.12
Cummins (CMI) 0.3 $3.4M 4.7k 713.21
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $3.4M 43k 79.03
Honeywell International (HON) 0.3 $3.3M 15k 223.90
Equinix (EQIX) 0.3 $3.3M 3.2k 1042.39
Honeywell Aerospace (HONA) 0.3 $3.3M 15k 221.08
Broadcom (AVGO) 0.3 $3.2M 8.5k 377.75
Merck & Co (MRK) 0.2 $3.1M 24k 128.50
Cisco Systems (CSCO) 0.2 $3.1M 27k 117.46
Illinois Tool Works (ITW) 0.2 $3.0M 11k 270.47
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.2 $3.0M 56k 53.61
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $2.9M 61k 48.25
Select Sector Spdr Tr St Str Mater Etf (XLB) 0.2 $2.9M 57k 50.83
Ishares Core Msci Emkt (IEMG) 0.2 $2.8M 34k 82.84
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $2.7M 13k 212.77
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.2 $2.7M 33k 83.07
Norfolk Southern (NSC) 0.2 $2.7M 8.5k 314.59
Chevron Corporation (CVX) 0.2 $2.7M 16k 165.76
Servicenow (NOW) 0.2 $2.6M 27k 99.28
At&t (T) 0.2 $2.6M 127k 20.70
Blackrock (BLK) 0.2 $2.6M 2.7k 961.56
Deere & Company (DE) 0.2 $2.5M 3.9k 634.41
Caterpillar (CAT) 0.2 $2.4M 2.3k 1064.67
International Business Machines (IBM) 0.2 $2.4M 8.6k 281.21
Ge Aerospace Com New (GE) 0.2 $2.4M 6.3k 373.73
Pfizer (PFE) 0.2 $2.3M 97k 24.08
General Dynamics Corporation (GD) 0.2 $2.3M 6.6k 354.24
Ishares Tr Core High Dv Etf (HDV) 0.2 $2.3M 83k 27.41
TJX Companies (TJX) 0.2 $2.3M 15k 151.50
Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $2.2M 119k 18.43
McDonald's Corporation (MCD) 0.2 $2.2M 8.0k 270.31
Analog Devices (ADI) 0.2 $2.1M 5.4k 397.17
CSX Corporation (CSX) 0.2 $2.1M 45k 47.53
Domino's Pizza (DPZ) 0.2 $2.1M 6.9k 296.05
Acuity Brands (AYI) 0.2 $2.0M 5.4k 376.66
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $2.0M 68k 28.96
Netflix (NFLX) 0.2 $2.0M 27k 71.40
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.9M 25k 77.91
AFLAC Incorporated (AFL) 0.2 $1.9M 16k 117.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.9M 2.6k 736.43
Automatic Data Processing (ADP) 0.1 $1.9M 8.5k 223.95
Waste Management (WM) 0.1 $1.9M 8.4k 222.89
Ge Vernova (GEV) 0.1 $1.9M 1.6k 1174.86
Philip Morris International (PM) 0.1 $1.8M 10k 180.91
Air Products & Chemicals (APD) 0.1 $1.8M 6.2k 293.18
Wells Fargo & Company (WFC) 0.1 $1.8M 22k 82.64
Johnson Controls Internation SHS (JCI) 0.1 $1.7M 12k 146.11
Lowe's Companies (LOW) 0.1 $1.7M 7.8k 220.49
Qualcomm (QCOM) 0.1 $1.7M 9.3k 184.79
Cadence Design Systems (CDNS) 0.1 $1.6M 4.3k 375.32
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.6M 10k 156.95
W.W. Grainger (GWW) 0.1 $1.6M 1.2k 1360.58
Heico Corp Cl A (HEI.A) 0.1 $1.6M 6.1k 257.91
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.5M 20k 75.79
Advanced Micro Devices (AMD) 0.1 $1.5M 2.6k 580.91
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.5M 2.00 748850.00
Northern Trust Corporation (NTRS) 0.1 $1.5M 8.6k 173.83
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.5M 77k 19.12
Intel Corporation (INTC) 0.1 $1.5M 10k 139.63
Chubb (CB) 0.1 $1.4M 4.2k 340.74
Blackstone Secd Lending Common Stock (BXSL) 0.1 $1.4M 60k 23.71
Abbott Laboratories (ABT) 0.1 $1.4M 16k 90.74
McKesson Corporation (MCK) 0.1 $1.4M 1.9k 755.60
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.3M 5.7k 236.62
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $1.3M 1.8k 746.57
Us Bancorp Com New (USB) 0.1 $1.3M 22k 60.40
Enterprise Products Partners (EPD) 0.1 $1.3M 36k 36.76
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.1 $1.3M 30k 44.03
Corning Incorporated (GLW) 0.1 $1.3M 5.1k 255.43
Vanguard World Energy Etf (VDE) 0.1 $1.3M 8.5k 150.13
Stryker Corporation (SYK) 0.1 $1.3M 4.0k 314.84
Phillips 66 (PSX) 0.1 $1.2M 7.3k 169.05
Emerson Electric (EMR) 0.1 $1.2M 8.6k 143.15
Sandisk Corp (SNDK) 0.1 $1.2M 527.00 2273.73
Fastenal Company (FAST) 0.1 $1.2M 25k 48.03
Becton, Dickinson and (BDX) 0.1 $1.2M 7.9k 151.33
Lockheed Martin Corporation (LMT) 0.1 $1.2M 2.3k 509.46
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.2M 3.2k 365.81
Metropcs Communications (TMUS) 0.1 $1.1M 6.7k 167.72
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $1.1M 3.6k 302.97
Bristol Myers Squibb (BMY) 0.1 $1.1M 19k 57.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.0M 14k 73.41
FedEx Corporation (FDX) 0.1 $1.0M 3.3k 313.13
Nike CL B (NKE) 0.1 $1.0M 25k 41.05
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.0M 12k 86.14
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.1 $998k 49k 20.57
Duke Energy Corp Com New (DUK) 0.1 $983k 7.8k 126.58
Altria (MO) 0.1 $975k 14k 71.95
Western Digital (WDC) 0.1 $965k 1.5k 638.86
Boeing Company (BA) 0.1 $953k 4.4k 216.47
Blackstone Mortgage Trust In Com Cl A (BXMT) 0.1 $947k 56k 16.95
Trane Technologies SHS (TT) 0.1 $932k 1.9k 491.16
Iron Mountain (IRM) 0.1 $884k 7.0k 126.31
Ishares Tr Msci Usa Min Etf (USMV) 0.1 $874k 9.1k 96.46
Colgate-Palmolive Company (CL) 0.1 $855k 9.3k 91.68
Huntington Bancshares Incorporated (HBAN) 0.1 $842k 48k 17.73
Roper Industries (ROP) 0.1 $819k 2.4k 338.39
Kkr & Co (KKR) 0.1 $808k 8.8k 91.78
Nextera Energy (NEE) 0.1 $796k 9.1k 87.77
Ares Capital Corporation (ARCC) 0.1 $794k 43k 18.53
Starwood Property Trust (STWD) 0.1 $780k 48k 16.38
Cigna Corp (CI) 0.1 $775k 2.8k 275.68
Goldman Sachs (GS) 0.1 $774k 765.00 1011.37
Peak (DOC) 0.1 $772k 36k 21.40
Ishares Tr U.s. Tech Etf (IYW) 0.1 $768k 3.0k 252.23
Clorox Company (CLX) 0.1 $751k 7.9k 95.44
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $735k 18k 40.13
Edison International (EIX) 0.1 $728k 9.8k 74.45
salesforce (CRM) 0.1 $703k 4.5k 156.66
Spdr Series Trust ST STR SP500FF (SPYX) 0.1 $699k 11k 61.10
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $697k 14k 51.85
Northrop Grumman Corporation (NOC) 0.1 $691k 1.4k 509.31
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $688k 12k 56.48
Apollo Global Mgmt (APO) 0.1 $688k 5.8k 118.31
Owl Rock Capital Corporation (OBDC) 0.1 $679k 63k 10.87
Tyler Technologies (TYL) 0.1 $662k 2.3k 292.46
Regions Financial Corporation (RF) 0.1 $662k 22k 30.20
Ishares Tr Select Divid Etf (DVY) 0.1 $655k 4.2k 156.29
Adobe Systems Incorporated (ADBE) 0.1 $651k 3.2k 205.02
Carrier Global Corporation (CARR) 0.1 $651k 8.9k 73.35
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $636k 6.6k 96.33
Mondelez Intl Cl A (MDLZ) 0.0 $633k 11k 57.84
Genuine Parts Company (GPC) 0.0 $629k 5.3k 117.98
Main Street Capital Corporation (MAIN) 0.0 $623k 12k 51.88
Ishares Tr Russell 2000 Etf (IWM) 0.0 $620k 2.1k 300.45
United Parcel Svcs CL B (UPS) 0.0 $610k 5.7k 107.50
Bank of New York Mellon Corporation (BNY) 0.0 $610k 4.2k 144.61
Prologis (PLD) 0.0 $602k 4.4k 135.47
Kinder Morgan (KMI) 0.0 $595k 19k 31.97
3M Company (MMM) 0.0 $592k 3.7k 161.91
Vanguard Index Fds Value Etf (VTV) 0.0 $590k 2.7k 217.97
UnitedHealth (UNH) 0.0 $573k 1.4k 415.63
Toronto Dominion Bk Ont Com New (TD) 0.0 $566k 4.7k 121.43
ConocoPhillips (COP) 0.0 $553k 5.3k 103.95
Accenture Plc Ireland Shs Class A (ACN) 0.0 $550k 4.4k 124.44
Equity Residential Sh Ben Int (EQR) 0.0 $527k 7.8k 67.93
Huntington Ingalls Inds (HII) 0.0 $523k 1.9k 279.91
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $520k 1.1k 477.57
Truist Financial Corp equities (TFC) 0.0 $517k 10k 49.82
Spdr Series Trust St Str P500etf (SPYM) 0.0 $515k 5.9k 87.88
Morgan Stanley Com New (MS) 0.0 $512k 2.5k 209.04
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.0 $510k 10k 50.66
Morgan Stanley Direct Lendin Com Shs (MSDL) 0.0 $510k 34k 15.12
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $501k 12k 41.43
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $500k 11k 43.76
Equifax (EFX) 0.0 $493k 3.1k 158.72
Enbridge (ENB) 0.0 $491k 9.1k 54.21
Qnity Electronics Common Stock (Q) 0.0 $481k 2.9k 163.31
Linde SHS (LIN) 0.0 $455k 877.00 518.94
Rbc Cad (RY) 0.0 $448k 2.2k 206.93
Airbnb Com Cl A (ABNB) 0.0 $445k 3.1k 143.10
Vanguard Index Fds Large Cap Etf (VV) 0.0 $444k 1.3k 343.91
Dominion Resources (D) 0.0 $443k 6.5k 68.29
Booking Holdings (BKNG) 0.0 $441k 2.5k 178.24
Public Service Enterprise (PEG) 0.0 $438k 5.4k 81.16
Travelers Companies (TRV) 0.0 $435k 1.3k 330.12
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 0.0 $414k 18k 23.13
Spdr Series Trust St Shor Corp Etf (SPSB) 0.0 $413k 14k 30.01
Cardinal Health (CAH) 0.0 $409k 1.7k 237.56
Allstate Corporation (ALL) 0.0 $407k 1.7k 237.94
Progressive Corporation (PGR) 0.0 $397k 1.8k 218.45
Applied Materials (AMAT) 0.0 $390k 539.00 723.00
S&p Global (SPGI) 0.0 $387k 950.00 407.26
Spdr Series Trust ST STR P500GRW (SPYG) 0.0 $387k 3.2k 118.99
Ishares Tr Msci Eafe Etf (EFA) 0.0 $386k 3.7k 103.87
Carlyle Group (CG) 0.0 $379k 9.0k 42.11
Palantir Technologies Cl A (PLTR) 0.0 $369k 3.2k 116.67
PNC Financial Services (PNC) 0.0 $368k 1.5k 246.22
Waters Corporation (WAT) 0.0 $366k 976.00 375.04
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $363k 13k 27.70
L3harris Technologies (LHX) 0.0 $363k 1.2k 290.59
Marathon Petroleum Corp (MPC) 0.0 $358k 1.4k 255.67
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.0 $352k 2.9k 123.44
Comcast Corp Cl A (CMCSA) 0.0 $352k 14k 24.55
Medtronic SHS (MDT) 0.0 $337k 4.3k 78.23
Kimberly-Clark Corporation (KMB) 0.0 $328k 3.0k 109.77
Spdr Series Trust St Str P500val (SPYV) 0.0 $326k 5.4k 60.79
Corteva (CTVA) 0.0 $326k 3.8k 84.69
American Electric Power Company (AEP) 0.0 $323k 2.4k 136.81
Oneok (OKE) 0.0 $322k 3.7k 86.94
Fedex Fght Hldg Common Stock (FDXF) 0.0 $320k 2.1k 151.00
National Storage Affiliates Com Shs Ben In (NSA) 0.0 $319k 7.2k 44.47
Paychex (PAYX) 0.0 $318k 3.2k 98.33
Extra Space Storage (EXR) 0.0 $311k 2.1k 145.30
American Intl Group Com New (AIG) 0.0 $310k 4.2k 74.53
Garmin SHS (GRMN) 0.0 $310k 1.3k 237.54
CVS Caremark Corporation (CVS) 0.0 $306k 3.0k 103.45
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $303k 2.4k 124.17
Etfis Ser Tr I Infracp Reit Pfd (PFFR) 0.0 $301k 17k 17.40
Ishares Gold Tr Ishares New (IAU) 0.0 $301k 4.0k 75.51
Dell Technologies CL C (DELL) 0.0 $290k 672.00 431.46
Spdr Series Trust St Str Sp Biot (XBI) 0.0 $290k 1.8k 158.26
Yum! Brands (YUM) 0.0 $287k 1.8k 159.86
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.0 $284k 4.6k 62.12
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $276k 3.4k 80.57
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $275k 1.2k 227.07
Shell Spon Ads (SHEL) 0.0 $274k 3.5k 77.54
Floor & Decor Hldgs Cl A (FND) 0.0 $268k 4.5k 59.36
Spdr Series Trust St Str Sp Div (SDY) 0.0 $266k 1.7k 152.18
Fidelity Covington Trust Enhanced Large (FELC) 0.0 $265k 6.3k 41.91
Black Stone Minerals Com Unit (BSM) 0.0 $262k 19k 13.97
Capital One Financial (COF) 0.0 $259k 1.3k 200.62
Dupont De Nemours Common Stock (DD) 0.0 $257k 1.9k 135.64
HEICO Corporation (HEI) 0.0 $257k 721.00 356.19
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $254k 6.2k 40.68
Bk Nova Cad (BNS) 0.0 $247k 2.8k 86.85
Rio Tinto Sponsored Adr (RIO) 0.0 $247k 2.6k 94.93
Digital Realty Trust (DLR) 0.0 $247k 1.4k 179.58
Ameris Ban (ABCB) 0.0 $244k 2.7k 90.26
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $241k 2.2k 110.32
Otis Worldwide Corp (OTIS) 0.0 $237k 3.3k 71.60
Sterling Construction Company (STRL) 0.0 $234k 279.00 839.36
General Mills (GIS) 0.0 $233k 6.7k 34.80
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $231k 2.1k 110.15
Prudential Financial (PRU) 0.0 $229k 2.1k 107.93
Crowdstrike Hldgs Cl A (CRWD) 0.0 $221k 290.00 763.14
Sherwin-Williams Company (SHW) 0.0 $206k 598.00 344.32
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $203k 6.4k 31.71
Ingersoll Rand (IR) 0.0 $202k 2.5k 81.99
International Paper Company (IP) 0.0 $201k 5.3k 38.10
Teledyne Technologies Incorporated (TDY) 0.0 $200k 300.00 666.90
Blue Owl Capital Com Cl A (OWL) 0.0 $115k 13k 8.75
Horizon Technology Fin (HRZN) 0.0 $98k 21k 4.73
Rivernorth Doubleline Strate (OPP) 0.0 $93k 12k 7.72
Cbre Clarion Global Real Estat re (IGR) 0.0 $74k 16k 4.61
Nuveen Cr Strategies Income Com Shs (JQC) 0.0 $63k 13k 4.86