Financial Engines Advisors L.L.C

Financial Engines Advisors as of June 30, 2026

Portfolio Holdings for Financial Engines Advisors

Financial Engines Advisors holds 552 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
Spdr Series Trust St Str P500val (SPYV) 9.0 $5.0B 83M 60.79
Spdr Series Trust St Str Backe Etf (SPMB) 7.8 $4.4B 197M 22.31
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.3 $4.1B 148M 27.70
Ishares Tr Ishs 5-10yr Invt (IGIB) 6.5 $3.7B 69M 53.17
Vanguard Index Fds Growth Etf (VUG) 5.9 $3.3B 39M 86.14
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 4.7 $2.6B 52M 50.39
Ishares Tr Futu Expo Te Etf (XT) 4.3 $2.4B 30M 82.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.7 $2.1B 35M 59.69
Spdr Series Trust Sp Kensho Newec (KOMP) 3.6 $2.0B 28M 71.50
Spdr Series Trust ST STR P500GRW (SPYG) 3.5 $1.9B 16M 118.99
Ishares Tr Rus 1000 Val Etf (IWD) 3.4 $1.9B 7.9M 242.43
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.4 $1.9B 52M 36.87
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.9 $1.6B 47M 34.81
Spdr Series Trust St Lon Treas Etf (SPTL) 2.7 $1.5B 59M 26.23
Schwab Strategic Tr 1000 Index Etf (SCHK) 2.7 $1.5B 42M 36.06
Schwab Strategic Tr Us Reit Etf (SCHH) 2.5 $1.4B 60M 23.68
Spdr Series Trust St Inter Etf (SPTI) 2.4 $1.4B 48M 28.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.4 $1.3B 39M 33.84
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.2 $1.2B 11M 109.07
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $1.1B 7.4M 148.31
Spdr Series Trust ST STR SP600 SML (SPSM) 1.9 $1.1B 19M 57.67
Ishares Tr Core Intl Aggr (IAGG) 1.6 $891M 18M 50.60
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $599M 7.8M 77.11
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.0 $548M 15M 36.26
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.9 $509M 4.3M 117.45
Spdr Series Trust St Str P500etf (SPYM) 0.8 $440M 5.0M 87.88
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $324M 3.4M 96.43
Spdr Index Shs Fds St Str Sp N Am (NANR) 0.6 $319M 4.2M 75.50
Ishares Tr Us Tech Brkthr (TECB) 0.5 $256M 3.6M 71.75
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $239M 3.0M 79.03
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.4 $202M 3.9M 51.78
Ishares Tr Msci Eafe Etf (EFA) 0.3 $164M 1.6M 103.88
Spdr Series Trust ST STR SP400GRW (MDYG) 0.3 $160M 1.4M 112.09
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $151M 4.2M 36.13
Ishares Tr Core S&p500 Etf (IVV) 0.3 $149M 199k 748.89
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.3 $145M 3.3M 44.36
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $138M 1.2M 117.50
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $131M 5.7M 23.13
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $130M 352k 370.04
Spdr Series Trust St Str Sp600grwo (SLYG) 0.2 $127M 1.1M 119.13
Spdr Series Trust St Str Sp400val (MDYV) 0.2 $117M 1.2M 94.85
Spdr Series Trust ST STR SP600SM C (SLYV) 0.2 $113M 1.0M 109.11
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $90M 609k 147.73
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $88M 223k 393.96
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $84M 1.1M 77.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $71M 967k 73.41
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $68M 780k 87.71
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $66M 1.4M 46.81
Ishares Tr National Mun Etf (MUB) 0.1 $64M 595k 107.62
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $58M 634k 91.21
Apple (AAPL) 0.1 $52M 181k 289.36
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $51M 225k 227.06
Vanguard Index Fds Value Etf (VTV) 0.1 $48M 219k 217.93
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $45M 1.2M 36.84
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $44M 397k 110.15
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $44M 860k 50.58
NVIDIA Corporation (NVDA) 0.1 $41M 204k 200.09
Alphabet Cap Stk Cl A (GOOGL) 0.1 $37M 105k 357.37
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $36M 367k 98.98
Microsoft Corporation (MSFT) 0.1 $36M 96k 373.02
Spdr Series Trust St Str Nuvee Etf (TFI) 0.1 $35M 766k 45.80
Ishares Tr Core Msci Eafe (IEFA) 0.1 $35M 357k 96.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $34M 46k 736.41
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $34M 910k 37.26
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $33M 997k 33.29
Spdr Series Trust St Nuve Term Etf (SHM) 0.1 $33M 678k 47.97
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $31M 748k 41.25
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $30M 41k 746.77
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $29M 212k 137.53
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $28M 685k 40.64
Amazon (AMZN) 0.0 $27M 113k 238.34
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $26M 496k 53.19
Ishares Tr Mbs Etf (MBB) 0.0 $26M 275k 94.52
Vanguard Index Fds Small Cp Etf (VB) 0.0 $26M 84k 303.12
Alphabet Cap Stk Cl C (GOOG) 0.0 $23M 65k 353.33
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $22M 292k 76.70
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $21M 303k 69.90
Abbvie (ABBV) 0.0 $21M 84k 251.64
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $21M 375k 55.01
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $20M 248k 82.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $19M 238k 77.91
Bank of New York Mellon Corporation (BNY) 0.0 $19M 128k 144.61
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.0 $18M 465k 39.54
Old Dominion Freight Line (ODFL) 0.0 $18M 85k 216.60
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $18M 345k 50.84
Spdr Series Trust St Str Corpo Etf (SPBO) 0.0 $18M 601k 29.04
Ishares Tr Trust Ishare 0-1 (SHV) 0.0 $17M 156k 110.35
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $17M 212k 80.57
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $17M 164k 102.81
Legg Mason Etf Invt Franklin Us Low (LVHD) 0.0 $17M 380k 44.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $17M 232k 71.25
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.0 $16M 412k 38.79
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $16M 595k 26.50
Ishares Core Msci Emkt (IEMG) 0.0 $16M 190k 82.84
Vanguard Index Fds Large Cap Etf (VV) 0.0 $14M 41k 343.91
Ishares Tr Ultra Short Dur (ICSH) 0.0 $14M 279k 50.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $14M 20k 686.81
Boeing Company (BA) 0.0 $13M 61k 216.47
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $13M 98k 128.08
Meta Platforms Cl A (META) 0.0 $12M 22k 563.28
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $12M 69k 178.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $12M 25k 500.39
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $12M 96k 124.17
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $12M 141k 83.75
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $11M 114k 100.81
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $11M 240k 47.41
Dimensional Etf Trust Us High Prof Etf (DUHP) 0.0 $9.9M 238k 41.73
Tesla Motors (TSLA) 0.0 $9.7M 23k 420.60
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.0 $9.6M 117k 81.94
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $9.0M 74k 121.42
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $8.7M 381k 22.89
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $8.5M 340k 24.99
Dbx Etf Tr Xtrackers Msci (USSG) 0.0 $8.4M 121k 69.46
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) 0.0 $8.4M 110k 76.13
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $8.2M 11.00 748850.00
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $8.2M 152k 54.02
Ishares Tr Russell 2000 Etf (IWM) 0.0 $8.2M 27k 300.45
Ishares Tr Esg Aware Msci (ESML) 0.0 $8.1M 145k 55.93
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $8.0M 58k 136.68
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $7.8M 91k 86.42
Spdr Series Trust St Intl Bbg Etf (BWX) 0.0 $7.8M 360k 21.68
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $7.7M 40k 190.52
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $7.5M 336k 22.37
ViaSat (VSAT) 0.0 $7.5M 84k 89.81
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $7.5M 57k 132.24
JPMorgan Chase & Co. (JPM) 0.0 $7.1M 22k 327.33
Kinder Morgan (KMI) 0.0 $6.9M 217k 31.97
First Tr Exchange Traded Indxx Inovtv Etf (LEGR) 0.0 $6.9M 107k 64.25
Spdr Series Trust Spdr S&p 500 Esg (EFIV) 0.0 $6.9M 94k 72.93
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $6.8M 234k 28.96
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.0 $6.7M 301k 22.14
Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $6.5M 162k 40.13
Ishares Tr Gnma Bond Etf (GNMA) 0.0 $6.4M 145k 44.23
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.0 $6.4M 127k 50.37
Spdr Series Trust St Str P400mid (SPMD) 0.0 $6.4M 95k 67.56
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $6.2M 269k 23.15
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $6.2M 75k 82.65
Home Depot (HD) 0.0 $6.0M 17k 352.67
Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $6.0M 175k 34.12
Ishares Tr Rus 1000 Etf (IWB) 0.0 $5.9M 15k 409.50
Spdr Series Trust St Str Tips Etf (SPIP) 0.0 $5.6M 218k 25.68
Ishares Esg Awr Msci Em (ESGE) 0.0 $5.2M 96k 54.69
Broadcom (AVGO) 0.0 $5.1M 14k 377.76
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $5.1M 224k 22.78
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $5.0M 7.2k 703.34
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $5.0M 14k 365.70
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $4.9M 16k 306.30
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $4.8M 20k 236.62
Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $4.7M 114k 41.03
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $4.6M 44k 104.93
Spdr Series Trust St Inter Bd Etf (SPIB) 0.0 $4.6M 138k 33.46
Costco Wholesale Corporation (COST) 0.0 $4.6M 4.9k 935.39
Vaneck Etf Trust Green Bond Etf (GRNB) 0.0 $4.5M 188k 24.14
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $4.4M 15k 302.97
Netflix (NFLX) 0.0 $4.4M 62k 71.40
Texas Pacific Land Corp (TPL) 0.0 $4.4M 10k 437.64
Axon Enterprise (AXON) 0.0 $4.3M 7.6k 560.61
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $4.2M 91k 46.15
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $4.2M 29k 146.41
Cisco Systems (CSCO) 0.0 $4.2M 36k 117.46
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $4.2M 38k 110.32
Vanguard Wellington Short Trm Tax Ex (VTES) 0.0 $4.1M 41k 101.31
Intel Corporation (INTC) 0.0 $4.1M 29k 139.63
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $4.1M 42k 96.49
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $4.0M 83k 48.43
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.0 $3.9M 133k 29.30
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.0 $3.9M 179k 21.65
Fidelity Covington Trust Crypto Ind & Dig (FDIG) 0.0 $3.8M 90k 42.73
Spdr Gold Tr Gold Shs (GLD) 0.0 $3.8M 10k 368.38
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) 0.0 $3.8M 49k 78.28
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $3.8M 95k 40.21
Blackrock Etf Trust Isha I In Te Etf (BAI) 0.0 $3.8M 71k 52.72
Palantir Technologies Cl A (PLTR) 0.0 $3.8M 32k 116.67
Schwab Strategic Tr Crypto Thematic (STCE) 0.0 $3.8M 54k 69.95
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.0 $3.7M 11k 331.43
Carpenter Technology Corporation (CRS) 0.0 $3.6M 5.9k 616.85
Willis Towers Watson SHS (WTW) 0.0 $3.6M 14k 261.38
Exxon Mobil Corporation (XOM) 0.0 $3.6M 26k 136.72
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $3.6M 22k 164.60
Vanguard World Inf Tech Etf (VGT) 0.0 $3.5M 30k 119.52
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $3.3M 65k 50.57
Eli Lilly & Co. (LLY) 0.0 $3.2M 2.7k 1199.39
Wal-Mart Stores (WMT) 0.0 $3.2M 28k 113.26
Trane Technologies SHS (TT) 0.0 $3.2M 6.5k 491.16
Johnson & Johnson (JNJ) 0.0 $3.1M 12k 253.98
Amplify Etf Tr Block Techn Etf (BLOK) 0.0 $3.1M 50k 62.63
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $3.1M 35k 89.20
Ishares Tr Morningstr Us Eq (ILCB) 0.0 $3.1M 30k 103.65
Spdr Series Trust St Str Sp500div (SPYD) 0.0 $3.1M 64k 47.71
Ishares Tr Russell 3000 Etf (IWV) 0.0 $3.1M 7.2k 426.40
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $3.1M 32k 96.76
Ge Aerospace Com New (GE) 0.0 $3.0M 8.1k 373.73
Marsh & McLennan Companies (MRSH) 0.0 $3.0M 18k 166.67
Automatic Data Processing (ADP) 0.0 $3.0M 13k 223.96
DaVita (DVA) 0.0 $3.0M 13k 222.49
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $3.0M 24k 124.42
Ishares Tr Morningstar Grwt (ILCG) 0.0 $3.0M 25k 117.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $2.9M 100k 29.43
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $2.9M 18k 164.27
International Business Machines (IBM) 0.0 $2.9M 10k 281.21
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $2.9M 33k 90.10
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $2.9M 12k 242.99
Thermo Fisher Scientific (TMO) 0.0 $2.9M 5.8k 501.36
Advanced Micro Devices (AMD) 0.0 $2.9M 5.0k 580.87
Otter Tail Corporation (OTTR) 0.0 $2.8M 32k 89.98
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $2.8M 55k 51.00
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.0 $2.7M 57k 48.34
Nb Bancorp (NBBK) 0.0 $2.7M 127k 21.13
Visa Com Cl A (V) 0.0 $2.7M 7.8k 343.09
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.0 $2.6M 17k 153.42
Spdr Series Trust St Str Sp Div (SDY) 0.0 $2.6M 17k 152.18
Servicenow (NOW) 0.0 $2.6M 26k 99.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $2.6M 82k 31.71
Ge Vernova (GEV) 0.0 $2.6M 2.2k 1174.86
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $2.5M 37k 68.41
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $2.5M 16k 158.03
Spdr Series Trust ST STR PR SP1500 (SPTM) 0.0 $2.5M 28k 90.79
Global X Fds Defense Tech Etf (SHLD) 0.0 $2.5M 42k 59.71
Spotify Technology S A SHS (SPOT) 0.0 $2.5M 5.4k 459.13
Bank of America Corporation (BAC) 0.0 $2.4M 43k 56.98
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $2.4M 45k 54.03
Spdr Index Shs Fds St Str Acwi Etf (CWI) 0.0 $2.4M 59k 40.67
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $2.4M 9.8k 246.21
Abbott Laboratories (ABT) 0.0 $2.4M 26k 90.74
Mastercard Incorporated Cl A (MA) 0.0 $2.4M 4.6k 513.62
On Hldg Namen Akt A (ONON) 0.0 $2.3M 65k 35.42
Dimensional Etf Trust Global Real Est (DFGR) 0.0 $2.3M 78k 28.97
MDU Resources (MDU) 0.0 $2.2M 106k 21.21
Vanguard World Mega Grwth Ind (MGK) 0.0 $2.2M 25k 87.91
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $2.2M 26k 85.49
Ishares Tr Eafe Value Etf (EFV) 0.0 $2.2M 29k 76.55
Lam Research Corp Com New (LRCX) 0.0 $2.2M 5.0k 433.33
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $2.2M 14k 156.95
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $2.2M 44k 49.78
Caterpillar (CAT) 0.0 $2.1M 2.0k 1064.90
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $2.1M 41k 52.60
Ishares Tr Tips Bd Etf (TIP) 0.0 $2.1M 19k 109.43
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $2.1M 11k 197.60
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $2.1M 36k 58.98
Rbc Cad (RY) 0.0 $2.1M 10k 206.97
Ishares Tr Blockchain & Tec (IBLC) 0.0 $2.1M 43k 48.13
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.0 $2.1M 44k 46.59
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $2.0M 25k 82.62
Goldman Sachs (GS) 0.0 $2.0M 2.0k 1011.37
J P Morgan Exchange Traded F Betabuilders Us (BBSC) 0.0 $2.0M 22k 91.85
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $2.0M 22k 88.54
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $2.0M 37k 52.76
Amgen (AMGN) 0.0 $1.9M 5.3k 362.11
Ishares Tr Ibond Dec 2030 (IBTK) 0.0 $1.9M 97k 19.54
Clearpoint Neuro (CLPT) 0.0 $1.9M 105k 17.84
Chevron Corporation (CVX) 0.0 $1.9M 11k 165.77
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $1.8M 15k 124.76
UnitedHealth (UNH) 0.0 $1.8M 4.4k 415.64
Applied Materials (AMAT) 0.0 $1.8M 2.5k 723.00
Ishares Ethereum Tr SHS (ETHA) 0.0 $1.8M 151k 11.89
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $1.8M 17k 106.47
Procter & Gamble Company (PG) 0.0 $1.8M 12k 146.64
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) 0.0 $1.7M 64k 26.80
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $1.7M 70k 24.66
Ishares Tr Core Div Grwth (DGRO) 0.0 $1.7M 23k 75.79
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $1.7M 3.5k 477.57
Raytheon Technologies Corp (RTX) 0.0 $1.6M 8.6k 189.73
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $1.6M 34k 48.12
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $1.6M 24k 68.93
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $1.6M 8.7k 185.23
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $1.6M 4.5k 342.83
Morgan Stanley Com New (MS) 0.0 $1.5M 7.3k 209.04
Oracle Corporation (ORCL) 0.0 $1.5M 10k 146.55
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.0 $1.5M 20k 76.63
Wells Fargo & Company (WFC) 0.0 $1.5M 18k 82.64
NBT Ban (NBTB) 0.0 $1.5M 29k 49.37
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $1.4M 6.5k 219.43
Starbucks Corporation (SBUX) 0.0 $1.4M 14k 102.19
Micron Technology (MU) 0.0 $1.4M 1.2k 1154.58
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.0 $1.4M 24k 60.16
Allstate Corporation (ALL) 0.0 $1.4M 5.9k 237.94
Vanguard World Health Car Etf (VHT) 0.0 $1.4M 4.7k 299.01
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $1.4M 25k 56.52
Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $1.4M 54k 25.64
Eaton Corp SHS (ETN) 0.0 $1.4M 3.2k 426.11
Nextera Energy (NEE) 0.0 $1.3M 15k 87.77
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $1.3M 32k 41.43
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 0.0 $1.3M 26k 50.78
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $1.3M 13k 103.05
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $1.3M 25k 51.69
Ishares Gold Tr Ishares New (IAU) 0.0 $1.3M 17k 75.51
Verizon Communications (VZ) 0.0 $1.3M 30k 42.34
PIMCO Corporate Opportunity Fund (PTY) 0.0 $1.3M 105k 12.03
Chubb (CB) 0.0 $1.3M 3.7k 340.74
Union Pacific Corporation (UNP) 0.0 $1.3M 4.6k 272.00
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.0 $1.2M 6.4k 195.44
Dell Technologies CL C (DELL) 0.0 $1.2M 2.9k 431.46
Lockheed Martin Corporation (LMT) 0.0 $1.2M 2.4k 509.46
Sprott Com New (SII) 0.0 $1.2M 11k 112.35
Ishares Msci Emrg Chn (EMXC) 0.0 $1.2M 12k 102.30
Coca-Cola Company (KO) 0.0 $1.2M 15k 81.27
Stryker Corporation (SYK) 0.0 $1.2M 3.8k 314.84
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $1.2M 22k 53.11
Ishares Tr Ibonds Dec 2031 (IBTL) 0.0 $1.2M 59k 20.19
Knife River Corp Common Stock (KNF) 0.0 $1.2M 14k 83.65
American Tower Reit (AMT) 0.0 $1.2M 7.2k 163.57
Ishares Tr Ibonds Dec 27 (IBMP) 0.0 $1.2M 46k 25.42
Ishares Tr Select Divid Etf (DVY) 0.0 $1.2M 7.4k 156.30
Select Sector Spdr Tr St Str Mater Etf (XLB) 0.0 $1.1M 22k 50.83
Vanguard World Financials Etf (VFH) 0.0 $1.1M 8.5k 131.60
Ishares Tr Futu Ai Tech Etf (ARTY) 0.0 $1.1M 14k 76.16
Ishares Tr Ibonds Dec 28 (IBMQ) 0.0 $1.1M 43k 25.58
Merck & Co (MRK) 0.0 $1.1M 8.5k 128.50
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.0 $1.1M 20k 53.61
Ishares Tr U.s. Tech Etf (IYW) 0.0 $1.1M 4.3k 252.23
Vanguard World Industrial Etf (VIS) 0.0 $1.1M 3.0k 360.38
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR) 0.0 $1.1M 13k 81.98
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $1.1M 6.7k 156.97
Novartis Sponsored Adr (NVS) 0.0 $1.0M 6.7k 156.72
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $1.0M 27k 37.94
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $1.0M 12k 82.27
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $974k 9.1k 107.13
Ishares Tr 0-3 Mth Treasury (SGOV) 0.0 $966k 9.6k 100.67
Applovin Corp Com Cl A (APP) 0.0 $963k 1.9k 515.23
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM) 0.0 $962k 43k 22.45
Arista Networks Com Shs (ANET) 0.0 $962k 5.7k 169.89
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $961k 6.8k 141.90
Constellation Energy (CEG) 0.0 $936k 3.8k 248.35
eBay (EBAY) 0.0 $919k 8.2k 111.75
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.0 $900k 7.7k 117.28
Deere & Company (DE) 0.0 $892k 1.4k 634.33
Analog Devices (ADI) 0.0 $891k 2.2k 397.17
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $890k 20k 45.52
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.0 $863k 10k 83.07
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.0 $860k 3.0k 287.68
Consolidated Edison (ED) 0.0 $848k 7.7k 110.63
Sonoco Products Company (SON) 0.0 $848k 15k 56.35
Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $847k 5.3k 158.66
At&t (T) 0.0 $845k 41k 20.70
Honeywell International (HON) 0.0 $844k 3.8k 223.89
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $839k 6.6k 127.81
Morgan Stanley Etf Trust Calve Index Etf (CVIE) 0.0 $814k 9.6k 85.01
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $812k 2.8k 290.62
Vanguard Wellington Us Value Factr (VFVA) 0.0 $806k 5.4k 148.43
Philip Morris International (PM) 0.0 $806k 4.5k 180.91
Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) 0.0 $801k 41k 19.60
Cigna Corp (CI) 0.0 $794k 2.9k 275.68
Teradyne (TER) 0.0 $785k 1.6k 483.84
American Centy Etf Tr Us Quality Val (VALQ) 0.0 $780k 11k 69.71
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $779k 15k 53.79
ConocoPhillips (COP) 0.0 $777k 7.5k 103.96
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.0 $772k 13k 58.49
Qualcomm (QCOM) 0.0 $757k 4.1k 184.80
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $755k 1.4k 522.39
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $742k 3.5k 212.77
CVS Caremark Corporation (CVS) 0.0 $738k 7.1k 103.45
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $736k 15k 49.55
Capital One Financial (COF) 0.0 $733k 3.7k 200.62
Vanguard World Energy Etf (VDE) 0.0 $722k 4.8k 150.13
Texas Instruments Incorporated (TXN) 0.0 $715k 2.4k 298.07
Amcor Com New (AMCR) 0.0 $713k 16k 43.35
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $709k 3.8k 188.09
American Centy Etf Tr Real Estate Etf (AVRE) 0.0 $689k 15k 47.38
Ishares Tr Msci Usa Value (VLUE) 0.0 $678k 3.4k 199.81
American Express Company (AXP) 0.0 $676k 2.0k 338.25
Vanguard World Consum Dis Etf (VCR) 0.0 $671k 1.7k 396.61
Ishares Tr Msci Usa Min Etf (USMV) 0.0 $668k 6.9k 96.46
Ishares Tr Core Msci Intl (IDEV) 0.0 $668k 7.5k 89.01
Ishares Tr S&p 100 Etf (OEF) 0.0 $668k 1.8k 365.87
Citigroup Com New (C) 0.0 $668k 4.8k 139.96
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $666k 19k 35.03
Penske Automotive (PAG) 0.0 $662k 3.7k 178.95
McDonald's Corporation (MCD) 0.0 $657k 2.4k 270.31
Vanguard World Comm Srvc Etf (VOX) 0.0 $656k 3.6k 183.95
Corning Incorporated (GLW) 0.0 $654k 2.6k 255.43
Wisdomtree Tr Dynamic Intl Eqt (DDWM) 0.0 $642k 14k 46.18
Global X Fds S&p 500 Catholic (CATH) 0.0 $629k 7.1k 88.50
Lowe's Companies (LOW) 0.0 $628k 2.8k 220.49
Ford Motor Company (F) 0.0 $625k 45k 13.90
Ishares Tr Ibonds Dec 2032 (IBTM) 0.0 $618k 27k 22.70
Adobe Systems Incorporated (ADBE) 0.0 $617k 3.0k 205.02
salesforce (CRM) 0.0 $616k 3.9k 156.66
Viking Therapeutics (VKTX) 0.0 $608k 16k 39.01
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $604k 12k 49.55
TJX Companies (TJX) 0.0 $604k 4.0k 151.50
Walt Disney Company (DIS) 0.0 $603k 6.3k 96.25
Pepsi (PEP) 0.0 $601k 4.4k 135.40
Colgate-Palmolive Company (CL) 0.0 $600k 6.5k 91.68
American Water Works (AWK) 0.0 $592k 4.5k 131.58
Kkr & Co (KKR) 0.0 $588k 6.4k 91.78
Snowflake Com Shs (SNOW) 0.0 $581k 2.3k 254.50
3M Company (MMM) 0.0 $570k 3.5k 161.91
Vanguard World Extended Dur (EDV) 0.0 $568k 8.7k 65.08
Proshares Tr Pshs Ultra Dow30 (DDM) 0.0 $568k 8.7k 65.53
Ishares Tr Morningstar Valu (ILCV) 0.0 $562k 5.6k 101.24
Trinity Industries (TRN) 0.0 $560k 16k 34.58
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $540k 17k 31.10
Encana Corporation (OVV) 0.0 $529k 10k 52.65
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $529k 8.5k 62.20
General Dynamics Corporation (GD) 0.0 $529k 1.5k 354.24
Bristol Myers Squibb (BMY) 0.0 $526k 9.1k 57.62
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $520k 8.1k 64.50
Ishares Tr MRGSTR SM CP GR (ISCG) 0.0 $520k 7.9k 65.54
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $512k 4.5k 114.18
Comcast Corp Cl A (CMCSA) 0.0 $512k 21k 24.55
Yum! Brands (YUM) 0.0 $509k 3.2k 159.86
Symbotic Class A Com (SYM) 0.0 $506k 11k 44.95
Comfort Systems USA (FIX) 0.0 $505k 255.00 1981.95
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $500k 9.1k 55.18
Medtronic SHS (MDT) 0.0 $497k 6.4k 78.23
Amphenol Corp Cl A (APH) 0.0 $496k 2.8k 176.32
Devon Energy Corporation (DVN) 0.0 $493k 12k 41.32
Ishares Tr Core Msci Total (IXUS) 0.0 $491k 5.1k 95.44
Eastern Bankshares (EBC) 0.0 $490k 22k 22.24
Select Sector Spdr Tr St Str Util Etf (XLU) 0.0 $488k 11k 45.34
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $485k 739.00 655.89
United Therapeutics Corporation (UTHR) 0.0 $483k 892.00 541.83
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $483k 5.9k 82.11
Rli (RLI) 0.0 $480k 8.1k 59.07
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $480k 241.00 1989.44
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $471k 20k 24.14
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $470k 1.5k 316.90
Ishares Tr Ibonds Dec 2033 (IBTO) 0.0 $469k 19k 24.13
Hartford Financial Services (HIG) 0.0 $466k 3.5k 132.52
Gilead Sciences (GILD) 0.0 $457k 3.6k 126.34
American Electric Power Company (AEP) 0.0 $453k 3.3k 136.81
Western Digital (WDC) 0.0 $452k 708.00 638.72
H.B. Fuller Company (FUL) 0.0 $451k 7.7k 58.29
DNP Select Income Fund (DNP) 0.0 $449k 42k 10.79
Ishares Silver Tr Ishares (SLV) 0.0 $449k 8.4k 53.47
Progressive Corporation (PGR) 0.0 $446k 2.0k 218.45
Rockwell Automation (ROK) 0.0 $442k 892.00 495.08
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $440k 12k 38.06
FedEx Corporation (FDX) 0.0 $439k 1.4k 313.13
Vanguard World Consum Stp Etf (VDC) 0.0 $434k 1.9k 225.49
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $433k 3.2k 137.54
Ishares Tr U.s. Finls Etf (IYF) 0.0 $429k 3.4k 127.51
Spdr Index Shs Fds St Str Msci Glb (SPGM) 0.0 $428k 5.0k 85.67
Etf Ser Solutions Defia Quant Etf (QTUM) 0.0 $425k 2.6k 165.40
Aquestive Therapeutics (AQST) 0.0 $424k 102k 4.16
Eversource Energy (ES) 0.0 $423k 5.8k 72.27
Travelers Companies (TRV) 0.0 $423k 1.3k 330.12
Altria (MO) 0.0 $422k 5.9k 71.95
American Intl Group Com New (AIG) 0.0 $419k 5.6k 74.53
Uber Technologies (UBER) 0.0 $418k 5.8k 72.16
Illinois Tool Works (ITW) 0.0 $417k 1.5k 270.47
Sandisk Corp (SNDK) 0.0 $416k 183.00 2273.73
Listed Fds Tr Wahed Dow Jones (UMMA) 0.0 $413k 11k 39.48
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $412k 2.9k 141.66
Pfizer (PFE) 0.0 $409k 17k 24.08
Uniqure Nv SHS (QURE) 0.0 $408k 8.9k 46.06
Super Micro Computer Com New (SMCI) 0.0 $408k 14k 29.33
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $408k 3.9k 103.96
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $406k 5.1k 79.42
Bondbloxx Etf Trust Bbb Rated 5 10 Y (BBBI) 0.0 $402k 7.8k 51.42
Spdr Series Trust St Str Aggre Etf (SPAB) 0.0 $394k 15k 25.52
Nike CL B (NKE) 0.0 $391k 9.5k 41.05
Listed Fds Tr Wahed Ftse Etf (HLAL) 0.0 $390k 5.5k 71.39
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 0.0 $387k 9.8k 39.68
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $383k 3.8k 100.60
Ishares Msci Japan Etf (EWJ) 0.0 $380k 4.1k 93.27
Proshares Tr Large Cap Cre (CSM) 0.0 $375k 4.4k 85.22
Vertiv Holdings Com Cl A (VRT) 0.0 $373k 1.1k 334.82
Us Bancorp Com New (USB) 0.0 $373k 6.2k 60.40
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.0 $370k 1.8k 206.18
Metropcs Communications (TMUS) 0.0 $370k 2.2k 167.73
Caci Intl Cl A (CACI) 0.0 $364k 785.00 463.47
Exelon Corporation (EXC) 0.0 $363k 7.8k 46.62
Etf Ser Solutions Us Vega Clim Etf (VEGN) 0.0 $362k 4.4k 82.26
Amplify Etf Tr Amplify Dgtl Pay (IPAY) 0.0 $357k 7.7k 46.10
Phillips 66 (PSX) 0.0 $356k 2.1k 169.05
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $353k 1.2k 285.58
Marathon Petroleum Corp (MPC) 0.0 $352k 1.4k 255.67
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $351k 2.1k 163.58
Marvell Technology (MRVL) 0.0 $350k 1.2k 297.89
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $350k 12k 30.49
Paccar (PCAR) 0.0 $348k 2.9k 120.12
United Parcel Svcs CL B (UPS) 0.0 $348k 3.2k 107.50
Marriott Intl Cl A (MAR) 0.0 $348k 939.00 370.59
Reddit Cl A (RDDT) 0.0 $347k 2.0k 173.58
Carrier Global Corporation (CARR) 0.0 $347k 4.7k 73.35
Ishares Tr Ibonds Dec 2029 (IBMR) 0.0 $343k 14k 25.39
Ishares Tr Ibonds Dec 2030 (IBMS) 0.0 $342k 13k 25.87
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $339k 29k 11.74
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $337k 6.7k 50.35
Listed Fds Tr Hori Ki Infl Etf (INFL) 0.0 $336k 6.7k 49.88
Fidelity Natl Finl Com Shs (FNF) 0.0 $336k 7.1k 47.16
Ishares Tr Us Consum Discre (IYC) 0.0 $332k 3.3k 101.10
Shell Spon Ads (SHEL) 0.0 $330k 4.3k 77.54
Blackstone Group Inc Com Cl A (BX) 0.0 $330k 2.8k 117.67
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) 0.0 $319k 13k 24.88
Invesco Actively Managed Exc Total Return (GTO) 0.0 $318k 6.8k 46.87
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $316k 5.4k 58.20
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $313k 631.00 496.73
Prologis (PLD) 0.0 $305k 2.3k 135.47
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $304k 1.9k 163.67
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $302k 4.0k 74.90
Parker-Hannifin Corporation (PH) 0.0 $300k 307.00 978.12
Ssga Active Etf Tr St Str Total Etf (TOTL) 0.0 $300k 7.6k 39.47
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $299k 4.4k 68.01
Unilever Spon Adr New (UL) 0.0 $299k 5.0k 60.12
Ing Groep Sponsored Adr (ING) 0.0 $296k 9.4k 31.38
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.0 $295k 3.8k 76.80
Spdr Series Trust St Str Sp Biot (XBI) 0.0 $295k 1.9k 158.25
Transmedics Group (TMDX) 0.0 $293k 4.4k 66.42
Spdr Index Shs Fds St Str Msci Emrg (EEMX) 0.0 $284k 5.2k 54.15
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $283k 4.4k 63.85
Iron Mountain (IRM) 0.0 $282k 2.2k 126.31
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.0 $281k 2.1k 132.22
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.0 $279k 7.4k 37.58
Gra (GGG) 0.0 $278k 3.7k 75.61
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.0 $277k 2.6k 105.16
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) 0.0 $275k 6.7k 41.30
Mondelez Intl Cl A (MDLZ) 0.0 $274k 4.7k 57.84
Coreweave Com Cl A (CRWV) 0.0 $273k 2.7k 99.54
Stmicroelectronics N V Ny Registry (STM) 0.0 $269k 3.6k 74.89
Global X Fds Global X Uranium (URA) 0.0 $262k 6.0k 43.70
Ishares Tr Us Aer Def Etf (ITA) 0.0 $260k 1.1k 242.42
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $258k 3.4k 75.45
Ubs Group SHS (UBS) 0.0 $254k 5.1k 49.56
Ishares Tr Core High Dv Etf (HDV) 0.0 $252k 9.2k 27.41
Roundhill Etf Trust Memory Etf 0.0 $251k 3.4k 73.85
Duke Energy Corp Com New (DUK) 0.0 $250k 2.0k 126.58
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.0 $248k 2.9k 85.66
Ishares Tr Copper & Metals (ICOP) 0.0 $246k 5.0k 49.23
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $238k 4.2k 56.22
Fluor Corporation (FLR) 0.0 $232k 4.4k 52.39
Tidal Trust I Sofi Select 500 (SFY) 0.0 $230k 1.5k 148.83
Valero Energy Corporation (VLO) 0.0 $228k 874.00 260.44
Ishares Tr Global 100 Etf (IOO) 0.0 $226k 1.7k 136.60
Southern Company (SO) 0.0 $226k 2.4k 95.71
Calamos (CCD) 0.0 $226k 8.8k 25.77
Accenture Plc Ireland Shs Class A (ACN) 0.0 $225k 1.8k 124.44
Williams Companies (WMB) 0.0 $222k 3.0k 74.34
Danaher Corporation (DHR) 0.0 $221k 1.2k 190.48
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $220k 995.00 221.20
Tidal Trust I SP FDS S&P 500 (SPUS) 0.0 $220k 3.8k 57.50
BlackRock Enhanced Capital and Income (CII) 0.0 $217k 8.3k 26.15
J P Morgan Exchange Traded F Betbuld Msci (BBRE) 0.0 $215k 2.0k 107.27
AFLAC Incorporated (AFL) 0.0 $214k 1.8k 117.25
Skywater Technology (SKYT) 0.0 $212k 6.1k 34.82
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.0 $211k 2.3k 91.64
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $210k 3.6k 57.64
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $209k 2.1k 100.35
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $208k 9.2k 22.64
Crowdstrike Hldgs Cl A (CRWD) 0.0 $208k 1.1k 190.78
Linde SHS (LIN) 0.0 $208k 400.00 518.94
First Tr Exchange-traded SHS (QTEC) 0.0 $207k 618.00 334.69
Ishares Msci World Etf (URTH) 0.0 $207k 1.0k 202.64
Kla Corp Com New (KLAC) 0.0 $203k 673.00 301.71
Rocket Cos Com Cl A (RKT) 0.0 $192k 12k 15.75
Agnc Invt Corp Com reit (AGNC) 0.0 $122k 11k 10.90
Plug Pwr Com New (PLUG) 0.0 $102k 38k 2.71
Health Catalyst (HCAT) 0.0 $77k 39k 1.99
San Juan Basin Rty Tr Unit Ben Int (SJT) 0.0 $50k 16k 3.21
Wipro Spon Adr 1 Sh (WIT) 0.0 $39k 17k 2.25
Solitario Expl & Rty Corp (XPL) 0.0 $14k 19k 0.75