First Personal Financial Services

First Personal Financial Services as of June 30, 2024

Portfolio Holdings for First Personal Financial Services

First Personal Financial Services holds 359 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 3.9 $17M 39k 446.95
Alphabet Cap Stk Cl A (GOOGL) 3.7 $16M 90k 182.15
Waste Management (WM) 3.2 $14M 67k 213.34
Accenture Plc Ireland Shs Class A (ACN) 3.0 $13M 44k 303.41
Ishares Tr Core S&p500 Etf (IVV) 2.7 $12M 22k 547.23
Procter & Gamble Company (PG) 2.5 $11M 67k 164.92
Ansys (ANSS) 2.4 $11M 33k 321.50
Nucor Corporation (NUE) 2.4 $11M 66k 158.08
Thermo Fisher Scientific (TMO) 2.4 $11M 19k 553.01
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.4 $10M 60k 173.81
Ishares Tr Core S&p Mcp Etf (IJH) 2.3 $10M 175k 58.52
American Water Works (AWK) 2.3 $10M 78k 129.16
Badger Meter (BMI) 2.3 $10M 54k 186.35
Deere & Company (DE) 2.3 $10M 27k 373.64
Unilever Spon Adr New (UL) 2.2 $9.7M 177k 54.99
Proshares Tr S&p 500 Dv Arist (NOBL) 2.1 $9.5M 99k 96.13
Oracle Corporation (ORCL) 2.1 $9.5M 67k 141.20
Ishares Msci Switzerland (EWL) 2.1 $9.3M 193k 48.21
Public Storage (PSA) 2.1 $9.2M 32k 287.65
Colgate-Palmolive Company (CL) 2.0 $9.0M 93k 97.04
Mccormick & Co Com Non Vtg (MKC) 2.0 $9.0M 127k 70.94
Costco Wholesale Corporation (COST) 1.8 $7.8M 9.2k 849.98
Apple (AAPL) 1.7 $7.6M 36k 210.62
JPMorgan Chase & Co. (JPM) 1.7 $7.4M 37k 202.26
Equinix (EQIX) 1.7 $7.3M 9.7k 756.59
Wal-Mart Stores (WMT) 1.6 $7.3M 108k 67.71
Ishares Tr S&p Mc 400gr Etf (IJK) 1.6 $7.2M 82k 88.11
Vanguard World Consum Stp Etf (VDC) 1.5 $6.8M 33k 203.03
Starbucks Corporation (SBUX) 1.4 $6.2M 79k 77.85
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.3 $5.9M 207k 28.31
Kimberly-Clark Corporation (KMB) 1.3 $5.8M 42k 138.20
Pepsi (PEP) 1.3 $5.8M 35k 164.93
Amgen (AMGN) 1.2 $5.5M 18k 312.45
Electronic Arts (EA) 1.2 $5.3M 38k 139.33
Diageo Spon Adr New (DEO) 1.2 $5.1M 41k 126.08
Exxon Mobil Corporation (XOM) 1.1 $4.9M 43k 115.12
Infosys Sponsored Adr (INFY) 1.1 $4.8M 256k 18.62
Clorox Company (CLX) 1.0 $4.6M 34k 136.47
Southern Company (SO) 1.0 $4.3M 56k 77.57
Verizon Communications (VZ) 0.8 $3.7M 91k 41.24
Target Corporation (TGT) 0.8 $3.6M 25k 148.04
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $3.6M 36k 100.84
Ishares Tr Tips Bd Etf (TIP) 0.8 $3.5M 33k 106.78
McDonald's Corporation (MCD) 0.8 $3.5M 14k 254.84
Cisco Systems (CSCO) 0.8 $3.4M 71k 47.51
Intuit (INTU) 0.7 $3.2M 4.9k 657.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $3.1M 7.5k 406.80
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $2.8M 55k 51.26
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $2.5M 35k 72.05
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $2.4M 4.00 612241.00
Sony Group Corp Sponsored Adr (SONY) 0.6 $2.4M 29k 84.95
Intel Corporation (INTC) 0.6 $2.4M 79k 30.97
Cognizant Technology Solutio Cl A (CTSH) 0.5 $2.4M 35k 68.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $2.2M 27k 83.76
Newmont Mining Corporation (NEM) 0.5 $2.1M 49k 41.87
FactSet Research Systems (FDS) 0.5 $2.0M 5.0k 408.27
Visa Com Cl A (V) 0.4 $2.0M 7.6k 262.45
Black Hills Corporation (BKH) 0.4 $1.9M 35k 54.38
Duke Energy Corp Com New (DUK) 0.4 $1.9M 19k 100.23
3M Company (MMM) 0.4 $1.7M 17k 102.19
Essential Utils (WTRG) 0.4 $1.7M 45k 37.33
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.6M 8.5k 183.42
Coca-Cola Company (KO) 0.3 $1.5M 24k 63.65
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.5M 16k 92.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.4M 2.7k 544.30
Blackbaud (BLKB) 0.2 $1.0M 13k 76.17
Nextera Energy (NEE) 0.2 $1.0M 14k 70.81
Johnson & Johnson (JNJ) 0.2 $994k 6.8k 146.16
Vanguard World Utilities Etf (VPU) 0.2 $915k 6.2k 147.92
Haemonetics Corporation (HAE) 0.2 $893k 11k 82.73
C H Robinson Worldwide Com New (CHRW) 0.2 $846k 9.6k 88.12
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $818k 71k 11.46
Kraft Heinz (KHC) 0.2 $785k 24k 32.22
McKesson Corporation (MCK) 0.2 $784k 1.3k 584.04
Sk Telecom Sponsored Adr (SKM) 0.2 $770k 37k 20.93
Ambev Sa Sponsored Adr (ABEV) 0.2 $754k 368k 2.05
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $736k 7.3k 100.71
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $708k 14k 51.24
Amazon (AMZN) 0.2 $687k 3.6k 193.25
International Business Machines (IBM) 0.1 $589k 3.4k 172.95
Canadian Natl Ry (CNI) 0.1 $562k 4.8k 118.13
Labcorp Holdings Com Shs (LH) 0.1 $555k 2.7k 203.51
Waters Corporation (WAT) 0.1 $549k 1.9k 290.12
Trane Technologies SHS (TT) 0.1 $531k 1.6k 328.97
Lowe's Companies (LOW) 0.1 $515k 2.3k 220.46
Ishares Tr Conser Alloc Etf (AOK) 0.1 $479k 13k 36.93
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $478k 2.6k 182.55
Chevron Corporation (CVX) 0.1 $442k 2.8k 156.42
Merck & Co (MRK) 0.1 $436k 3.5k 123.80
Marriott Intl Cl A (MAR) 0.1 $435k 1.8k 241.77
Potlatch Corporation (PCH) 0.1 $418k 11k 39.39
Adobe Systems Incorporated (ADBE) 0.1 $407k 733.00 555.54
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $401k 3.6k 112.37
Novartis Sponsored Adr (NVS) 0.1 $396k 3.7k 106.46
Abbott Laboratories (ABT) 0.1 $377k 3.6k 103.91
Ishares Tr U.s. Tech Etf (IYW) 0.1 $370k 2.5k 150.53
Honeywell International (HON) 0.1 $368k 1.7k 213.54
Walt Disney Company (DIS) 0.1 $363k 3.7k 99.29
Vanguard Index Fds Large Cap Etf (VV) 0.1 $358k 1.4k 249.62
American Express Company (AXP) 0.1 $347k 1.5k 231.55
Rbc Cad (RY) 0.1 $324k 3.0k 106.38
National Presto Industries (NPK) 0.1 $301k 4.0k 75.13
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $296k 4.0k 74.89
AutoZone (AZO) 0.1 $282k 95.00 2964.11
Union Pacific Corporation (UNP) 0.1 $280k 1.2k 226.26
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $275k 3.4k 81.08
UnitedHealth (UNH) 0.1 $270k 530.00 509.26
O'reilly Automotive (ORLY) 0.1 $264k 250.00 1056.06
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $256k 5.8k 44.43
Emerson Electric (EMR) 0.1 $241k 2.2k 110.16
Qualcomm (QCOM) 0.1 $239k 1.2k 199.18
Freeport-mcmoran CL B (FCX) 0.1 $235k 4.8k 48.60
Wells Fargo & Company (WFC) 0.1 $234k 3.9k 59.39
Progressive Corporation (PGR) 0.1 $228k 1.1k 207.71
Vanguard World Energy Etf (VDE) 0.1 $227k 1.8k 127.57
Eli Lilly & Co. (LLY) 0.0 $218k 241.00 905.38
ConocoPhillips (COP) 0.0 $209k 1.8k 114.38
Roper Industries (ROP) 0.0 $209k 370.00 563.66
Masco Corporation (MAS) 0.0 $203k 3.1k 66.67
CSX Corporation (CSX) 0.0 $199k 6.0k 33.45
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $196k 732.00 267.51
Mid-America Apartment (MAA) 0.0 $191k 1.3k 142.61
PNC Financial Services (PNC) 0.0 $184k 1.2k 155.48
General Dynamics Corporation (GD) 0.0 $174k 600.00 290.14
Dupont De Nemours (DD) 0.0 $169k 2.1k 80.49
Caterpillar (CAT) 0.0 $169k 508.00 333.10
Servicenow (NOW) 0.0 $169k 215.00 786.67
Consolidated Edison (ED) 0.0 $169k 1.9k 89.42
Rockwell Automation (ROK) 0.0 $165k 600.00 275.28
At&t (T) 0.0 $161k 8.4k 19.11
National Health Investors (NHI) 0.0 $158k 2.3k 67.73
Blackstone Group Inc Com Cl A (BX) 0.0 $149k 1.2k 123.80
Host Hotels & Resorts (HST) 0.0 $147k 8.2k 17.98
Ford Motor Company (F) 0.0 $146k 12k 12.54
Intuitive Surgical Com New (ISRG) 0.0 $144k 324.00 444.85
Eastman Chemical Company (EMN) 0.0 $142k 1.4k 97.97
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $141k 1.2k 118.83
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $136k 2.5k 55.23
Medtronic SHS (MDT) 0.0 $135k 1.7k 78.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $133k 365.00 364.51
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $130k 1.7k 77.76
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $130k 742.00 174.47
Ameriprise Financial (AMP) 0.0 $128k 300.00 427.19
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $126k 1.9k 64.95
Spx Corp (SPXC) 0.0 $122k 856.00 142.14
Raytheon Technologies Corp (RTX) 0.0 $120k 1.2k 100.39
BlackRock 0.0 $120k 152.00 787.32
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL) 0.0 $115k 1.9k 60.66
L3harris Technologies (LHX) 0.0 $115k 510.00 224.58
Meta Platforms Cl A (META) 0.0 $110k 219.00 504.22
Dow (DOW) 0.0 $110k 2.1k 53.05
Abbvie (ABBV) 0.0 $109k 638.00 171.52
Vanguard Index Fds Growth Etf (VUG) 0.0 $103k 274.00 374.01
PPG Industries (PPG) 0.0 $101k 800.00 125.89
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $100k 413.00 242.10
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $97k 2.1k 45.75
Vanguard World Mega Cap Val Etf (MGV) 0.0 $96k 809.00 118.50
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $95k 2.2k 43.66
Silvercrest Asset Mgmt Group Cl A (SAMG) 0.0 $94k 6.0k 15.59
PPL Corporation (PPL) 0.0 $92k 3.3k 27.65
Atmos Energy Corporation (ATO) 0.0 $92k 790.00 116.65
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $91k 2.4k 37.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $91k 190.00 479.11
Lockheed Martin Corporation (LMT) 0.0 $91k 194.00 467.10
Public Service Enterprise (PEG) 0.0 $90k 1.2k 73.70
Vanguard Index Fds Value Etf (VTV) 0.0 $87k 539.00 160.41
Ishares Tr Ishares Biotech (IBB) 0.0 $86k 624.00 137.26
Celsius Hldgs Com New (CELH) 0.0 $86k 1.5k 57.09
Stryker Corporation (SYK) 0.0 $85k 250.00 340.25
Micron Technology (MU) 0.0 $84k 641.00 131.58
Barings Bdc (BBDC) 0.0 $83k 8.5k 9.73
Ishares Tr Russell 2000 Etf (IWM) 0.0 $82k 405.00 202.89
Advanced Micro Devices (AMD) 0.0 $81k 500.00 162.21
Wec Energy Group (WEC) 0.0 $80k 1.0k 78.46
Synopsys (SNPS) 0.0 $77k 130.00 595.06
Sanofi Sponsored Adr (SNY) 0.0 $77k 1.6k 48.52
Ishares Tr Core High Dv Etf (HDV) 0.0 $75k 693.00 108.70
Kroger (KR) 0.0 $75k 1.5k 49.93
Molson Coors Beverage CL B (TAP) 0.0 $73k 1.4k 50.83
Vanguard World Health Car Etf (VHT) 0.0 $67k 250.00 266.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $66k 865.00 76.70
New Jersey Resources Corporation (NJR) 0.0 $62k 1.4k 42.74
Broadcom (AVGO) 0.0 $61k 38.00 1605.55
Select Sector Spdr Tr Financial (XLF) 0.0 $59k 1.4k 41.11
Boeing Company (BA) 0.0 $59k 324.00 182.01
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $58k 544.00 106.66
Select Sector Spdr Tr Technology (XLK) 0.0 $57k 250.00 226.23
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $56k 2.4k 23.68
Altria (MO) 0.0 $54k 1.2k 45.55
United Parcel Service CL B (UPS) 0.0 $54k 396.00 136.85
MGE Energy (MGEE) 0.0 $52k 701.00 74.72
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.0 $51k 1.1k 45.84
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $49k 382.00 127.18
Ishares Tr Core Msci Eafe (IEFA) 0.0 $48k 665.00 72.64
Northwest Natural Holdin (NWN) 0.0 $47k 1.3k 36.11
Pinnacle West Capital Corporation (PNW) 0.0 $46k 601.00 76.38
Cgi Cl A Sub Vtg (GIB) 0.0 $45k 450.00 99.81
Vanguard Index Fds Small Cp Etf (VB) 0.0 $45k 205.00 218.04
Proshares Tr Ultrashrt S&p500 (SDS) 0.0 $44k 1.9k 23.04
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.0 $44k 802.00 55.04
First Ban (FBNC) 0.0 $44k 1.4k 31.92
Ishares Tr Select Divid Etf (DVY) 0.0 $42k 350.00 120.98
Shell Spon Ads (SHEL) 0.0 $40k 560.00 72.18
Walgreen Boots Alliance 0.0 $40k 3.3k 12.10
Air Products & Chemicals (APD) 0.0 $39k 150.00 258.05
International Flavors & Fragrances (IFF) 0.0 $38k 400.00 95.21
Gilead Sciences (GILD) 0.0 $38k 550.00 68.61
American Electric Power Company (AEP) 0.0 $37k 426.00 87.74
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $34k 400.00 83.96
Automatic Data Processing (ADP) 0.0 $32k 135.00 238.70
Mondelez Intl Cl A (MDLZ) 0.0 $32k 484.00 65.44
salesforce (CRM) 0.0 $31k 122.00 257.11
Enterprise Products Partners (EPD) 0.0 $31k 1.1k 28.98
Xylem (XYL) 0.0 $31k 225.00 135.63
Philip Morris International (PM) 0.0 $30k 300.00 101.33
Home Depot (HD) 0.0 $29k 83.00 344.24
Pfizer (PFE) 0.0 $28k 1.0k 27.98
Albemarle Corporation (ALB) 0.0 $28k 296.00 95.52
Hershey Company (HSY) 0.0 $28k 150.00 183.83
Edison International (EIX) 0.0 $27k 380.00 71.81
Goldman Sachs (GS) 0.0 $27k 60.00 452.33
Entergy Corporation (ETR) 0.0 $26k 247.00 107.00
Check Point Software Tech Lt Ord (CHKP) 0.0 $26k 158.00 165.00
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $26k 150.00 170.76
Palo Alto Networks (PANW) 0.0 $25k 75.00 339.01
Steris Shs Usd (STE) 0.0 $25k 112.00 219.54
Tanger Factory Outlet Centers (SKT) 0.0 $24k 900.00 27.11
Brown Forman Corp CL B (BF.B) 0.0 $24k 562.00 43.19
Vanguard World Inf Tech Etf (VGT) 0.0 $24k 42.00 573.88
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $24k 345.00 68.14
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $23k 400.00 58.15
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $23k 1.4k 16.22
Huntington Ingalls Inds (HII) 0.0 $22k 90.00 246.33
Acuity Brands (AYI) 0.0 $22k 90.00 241.44
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $21k 345.00 61.27
Northern Trust Corporation (NTRS) 0.0 $21k 250.00 83.98
Bristol Myers Squibb (BMY) 0.0 $21k 495.00 41.53
Wheaton Precious Metals Corp (WPM) 0.0 $20k 385.00 52.42
Dominion Resources (D) 0.0 $20k 410.00 49.00
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $20k 135.00 145.76
Ishares Core Msci Emkt (IEMG) 0.0 $19k 360.00 53.53
FirstEnergy (FE) 0.0 $19k 500.00 38.27
Ishares Msci France Etf (EWQ) 0.0 $19k 500.00 37.78
Kellogg Company (K) 0.0 $19k 325.00 57.68
Te Connectivity SHS 0.0 $19k 124.00 150.44
Biogen Idec (BIIB) 0.0 $17k 74.00 231.82
Marsh & McLennan Companies (MMC) 0.0 $17k 80.00 210.72
Eaton Corp SHS (ETN) 0.0 $17k 53.00 313.57
Ishares Tr Mbs Etf (MBB) 0.0 $16k 179.00 91.81
Ingles Mkts Cl A (IMKTA) 0.0 $16k 239.00 68.71
Ecolab (ECL) 0.0 $16k 67.00 238.01
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $15k 39.00 388.95
Baidu Spon Adr Rep A (BIDU) 0.0 $14k 165.00 86.48
FedEx Corporation (FDX) 0.0 $14k 47.00 299.85
American Tower Reit (AMT) 0.0 $14k 72.00 194.39
Constellation Brands Cl A (STZ) 0.0 $14k 54.00 257.30
Tc Energy Corp (TRP) 0.0 $13k 350.00 37.90
First Solar (FSLR) 0.0 $13k 58.00 225.47
Hologic (HOLX) 0.0 $13k 175.00 74.25
NiSource (NI) 0.0 $13k 445.00 28.81
Eversource Energy (ES) 0.0 $13k 225.00 56.71
Carrier Global Corporation (CARR) 0.0 $13k 200.00 63.08
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $12k 732.00 16.84
Cameco Corporation (CCJ) 0.0 $12k 250.00 49.20
GSK Sponsored Adr (GSK) 0.0 $12k 313.00 38.50
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $12k 250.00 46.77
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $12k 46.00 250.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $12k 63.00 182.52
Campbell Soup Company (CPB) 0.0 $11k 250.00 45.19
EnPro Industries (NPO) 0.0 $11k 75.00 145.57
Symbotic Class A Com (SYM) 0.0 $11k 310.00 35.16
Zimmer Holdings (ZBH) 0.0 $11k 100.00 108.53
Hp (HPQ) 0.0 $10k 298.00 35.02
Asml Holding N V N Y Registry Shs (ASML) 0.0 $10k 10.00 1022.80
Darden Restaurants (DRI) 0.0 $10k 67.00 151.33
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $10k 205.00 49.00
Ishares Tr Core Div Grwth (DGRO) 0.0 $9.8k 170.00 57.61
Otis Worldwide Corp (OTIS) 0.0 $9.6k 100.00 96.26
Fortune Brands (FBIN) 0.0 $9.4k 144.00 64.94
Alcon Ord Shs (ALC) 0.0 $9.3k 104.00 89.09
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $9.2k 230.00 40.21
Nike CL B (NKE) 0.0 $9.1k 121.00 75.37
Kenvue (KVUE) 0.0 $9.1k 500.00 18.18
Bank of New York Mellon Corporation (BK) 0.0 $9.0k 150.00 59.89
Texas Instruments Incorporated (TXN) 0.0 $8.9k 46.00 194.54
Illumina (ILMN) 0.0 $8.9k 85.00 104.39
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $8.9k 182.00 48.67
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.0 $8.5k 121.00 70.25
Teleflex Incorporated (TFX) 0.0 $8.4k 40.00 210.35
Illinois Tool Works (ITW) 0.0 $8.3k 35.00 236.97
Bce Com New (BCE) 0.0 $8.1k 250.00 32.37
PG&E Corporation (PCG) 0.0 $7.9k 450.00 17.46
Paychex (PAYX) 0.0 $7.8k 66.00 118.56
Truist Financial Corp equities (TFC) 0.0 $7.8k 200.00 38.85
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $7.7k 114.00 67.75
Global X Fds Cybrscurty Etf (BUG) 0.0 $7.7k 260.00 29.58
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $7.3k 57.00 127.49
BorgWarner (BWA) 0.0 $7.3k 225.00 32.24
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $7.2k 100.00 72.00
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $7.0k 79.00 88.14
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $7.0k 90.00 77.28
Trimble Navigation (TRMB) 0.0 $6.8k 122.00 55.93
Advance Auto Parts (AAP) 0.0 $6.6k 105.00 63.33
Texas Pacific Land Corp (TPL) 0.0 $6.6k 9.00 734.33
Crown Castle Intl (CCI) 0.0 $6.4k 65.00 97.71
Hewlett Packard Enterprise (HPE) 0.0 $6.1k 286.00 21.17
Watts Water Technologies Cl A (WTS) 0.0 $6.1k 33.00 183.39
Ishares Tr U.s. Finls Etf (IYF) 0.0 $5.7k 60.00 94.58
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $5.6k 300.00 18.72
Johnson Ctls Intl SHS (JCI) 0.0 $5.5k 83.00 66.48
Under Armour Cl A (UAA) 0.0 $5.3k 800.00 6.67
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $4.6k 96.00 48.14
Peak (DOC) 0.0 $4.5k 230.00 19.60
United Natural Foods (UNFI) 0.0 $4.4k 338.00 13.10
WSFS Financial Corporation (WSFS) 0.0 $4.1k 88.00 47.00
F.N.B. Corporation (FNB) 0.0 $4.1k 300.00 13.68
Solaredge Technologies (SEDG) 0.0 $3.9k 155.00 25.26
Warner Bros Discovery Com Ser A (WBD) 0.0 $3.8k 505.00 7.44
Safety Insurance (SAFT) 0.0 $3.8k 50.00 75.04
Prudential Financial (PRU) 0.0 $3.8k 32.00 117.22
Corning Incorporated (GLW) 0.0 $2.9k 75.00 38.85
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $2.8k 35.00 79.94
Autodesk (ADSK) 0.0 $2.7k 11.00 247.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $2.7k 55.00 49.44
Compass Minerals International (CMP) 0.0 $2.7k 260.00 10.33
CVS Caremark Corporation (CVS) 0.0 $2.7k 45.00 59.07
Smucker J M Com New (SJM) 0.0 $2.5k 23.00 110.74
Sun Life Financial (SLF) 0.0 $2.5k 50.00 49.00
Ptc (PTC) 0.0 $2.3k 13.00 174.69
Chesapeake Energy Corp (EXE) 0.0 $2.0k 25.00 80.56
Select Sector Spdr Tr Energy (XLE) 0.0 $2.0k 22.00 91.18
MetLife (MET) 0.0 $1.8k 25.00 70.20
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $1.7k 38.00 43.76
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $1.6k 15.00 107.13
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $1.6k 19.00 82.00
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $1.4k 15.00 91.80
Citizens Financial (CFG) 0.0 $1.4k 38.00 35.58
Wk Kellogg Com Shs 0.0 $1.3k 81.00 16.47
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $1.3k 13.00 99.31
Orla Mining LTD New F (ORLA) 0.0 $1.2k 300.00 3.84
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $1.0k 37.00 28.32
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $993.996600 86.00 11.56
Solventum Corp Com Shs (SOLV) 0.0 $952.000200 18.00 52.89
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $678.000000 30.00 22.60
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $658.000000 4.00 164.50
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $653.000400 13.00 50.23
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $463.000200 6.00 77.17
Mayville Engineering (MEC) 0.0 $417.000000 25.00 16.68
Synovus Finl Corp Com New (SNV) 0.0 $402.000000 10.00 40.20
Kyndryl Hldgs Common Stock (KD) 0.0 $394.999500 15.00 26.33
Uber Technologies (UBER) 0.0 $364.000000 5.00 72.80
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $292.000000 5.00 58.40
Tenet Healthcare Corp Com New (THC) 0.0 $267.000000 2.00 133.50
Grail (GRAL) 0.0 $216.000400 14.00 15.43
Wheels Up Experience Com Cl A (UP) 0.0 $189.000000 100.00 1.89
Brighthouse Finl (BHF) 0.0 $98.000000 2.00 49.00
Assertio Holdings Com New (ASRT) 0.0 $81.003000 65.00 1.25
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $24.000000 1.00 24.00
Transcode Therapeutics Com New 0.0 $1.000000 1.00 1.00