Fortis Capital Advisors as of Dec. 31, 2025
Portfolio Holdings for Fortis Capital Advisors
Fortis Capital Advisors holds 311 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.0 | $41M | 218k | 186.50 | |
| Schwab Strategic Tr Etf (SCHX) | 5.6 | $38M | 1.4M | 26.91 | |
| Invesco Qqq Tr Etf (QQQ) | 5.5 | $38M | 61k | 614.31 | |
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 5.4 | $37M | 1.3M | 27.21 | |
| Schwab Strategic Tr Etf (SCHG) | 5.0 | $34M | 1.0M | 32.62 | |
| SPDR S&P 500 Etf (SPY) | 4.9 | $33M | 48k | 681.93 | |
| Schwab Strategic Tr Etf (SCHF) | 2.9 | $20M | 821k | 24.04 | |
| Apple (AAPL) | 2.8 | $19M | 70k | 271.86 | |
| Microsoft Corporation (MSFT) | 2.2 | $15M | 31k | 483.62 | |
| Spdr Series Trust Etf (BIL) | 2.2 | $15M | 162k | 91.38 | |
| Ishares Tr Etf (IVV) | 2.1 | $14M | 21k | 684.96 | |
| Ishares Tr Etf (IJR) | 2.0 | $13M | 110k | 120.18 | |
| Vanguard Index Fds Etf (VO) | 1.9 | $13M | 45k | 290.23 | |
| Amazon (AMZN) | 1.8 | $12M | 52k | 230.82 | |
| Palantir Technologies (PLTR) | 1.3 | $9.1M | 51k | 177.75 | |
| iShares MSCI EAFE Growth ETF Etf (EFG) | 1.3 | $9.0M | 79k | 113.92 | |
| Vanguard Index Fds Etf (VTI) | 1.3 | $9.0M | 27k | 335.27 | |
| Ishares Etf (EMXC) | 1.2 | $8.4M | 115k | 72.68 | |
| Facebook Inc cl a (META) | 1.1 | $7.7M | 12k | 660.11 | |
| Alphabet Inc Class C cs (GOOG) | 1.1 | $7.7M | 24k | 313.81 | |
| Tesla Motors (TSLA) | 1.1 | $7.2M | 16k | 449.72 | |
| Ishares Tr Etf (IEFA) | 0.9 | $5.9M | 66k | 89.46 | |
| Spdr Series Trust Etf (SPYV) | 0.8 | $5.6M | 98k | 56.81 | |
| Vanguard Index Fds Etf (VOO) | 0.8 | $5.4M | 8.7k | 627.18 | |
| Netflix (NFLX) | 0.7 | $4.9M | 52k | 93.76 | |
| SPDR Gold Shares Etf (GLD) | 0.7 | $4.5M | 11k | 396.31 | |
| iShares Core U.S. Aggregate Bond ETF Etf (AGG) | 0.6 | $4.2M | 42k | 99.88 | |
| Vanguard Index Fds Etf (VB) | 0.6 | $4.0M | 16k | 257.96 | |
| Select Sector Spdr Tr Etf (XLK) | 0.6 | $3.9M | 27k | 143.97 | |
| Pimco Etf Tr Etf (MUNI) | 0.5 | $3.7M | 70k | 52.41 | |
| Ishares Tr rus200 grw idx (IWY) | 0.5 | $3.7M | 13k | 276.94 | |
| Eli Lilly & Co. (LLY) | 0.5 | $3.2M | 3.0k | 1074.93 | |
| Ishares Tr Etf (MUB) | 0.5 | $3.1M | 29k | 107.11 | |
| Astera Labs (ALAB) | 0.4 | $3.0M | 18k | 166.36 | |
| Costco Wholesale Corporation (COST) | 0.4 | $2.9M | 3.4k | 862.38 | |
| iShares MSCI EAFE Value ETF Etf (EFV) | 0.4 | $2.9M | 41k | 71.41 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $2.9M | 9.2k | 313.03 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.6M | 8.0k | 322.25 | |
| Ishares Tr Etf (ACWX) | 0.4 | $2.6M | 38k | 67.13 | |
| Vaneck Etf Trust Etf (OIH) | 0.4 | $2.5M | 8.9k | 284.77 | |
| Morgan Stanley (MS) | 0.4 | $2.5M | 14k | 177.53 | |
| Vanguard Star Fds Etf (VXUS) | 0.3 | $2.4M | 31k | 75.44 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $2.3M | 4.9k | 468.76 | |
| Celestica (CLS) | 0.3 | $2.2M | 7.5k | 295.61 | |
| Ishares Tr Etf (ILF) | 0.3 | $2.2M | 72k | 30.45 | |
| Ishares Tr Etf (IVW) | 0.3 | $2.2M | 18k | 123.27 | |
| McDonald's Corporation (MCD) | 0.3 | $2.1M | 6.8k | 305.63 | |
| J P Morgan Exchange Traded F Etf (JPST) | 0.3 | $2.0M | 40k | 50.59 | |
| Arista Networks (ANET) | 0.3 | $2.0M | 15k | 131.03 | |
| Vanguard Index Fds Etf (VOT) | 0.3 | $1.9M | 6.9k | 279.14 | |
| Shopify Inc cl a (SHOP) | 0.3 | $1.9M | 12k | 160.97 | |
| Vanguard FTSE Developed Markets ETF Etf (VEA) | 0.3 | $1.8M | 29k | 62.47 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $1.8M | 15k | 120.35 | |
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.3 | $1.8M | 106k | 16.74 | |
| Ishares Tr Etf (FXI) | 0.3 | $1.7M | 45k | 38.29 | |
| Columbia Etf Tr Ii Etf (XCEM) | 0.3 | $1.7M | 45k | 38.36 | |
| Invesco Exchange Traded Fd T Etf (RSP) | 0.3 | $1.7M | 9.0k | 191.56 | |
| Ishares Tr Etf (IWF) | 0.3 | $1.7M | 3.6k | 473.30 | |
| Visa (V) | 0.3 | $1.7M | 4.9k | 350.78 | |
| Vanguard Specialized Funds Etf (VIG) | 0.2 | $1.6M | 7.5k | 219.78 | |
| Cisco Systems (CSCO) | 0.2 | $1.6M | 21k | 77.03 | |
| Southern Copper Corporation (SCCO) | 0.2 | $1.6M | 11k | 143.47 | |
| Reddit (RDDT) | 0.2 | $1.6M | 6.9k | 229.87 | |
| Vanguard Russell 1000 Growth ETF Etf (VONG) | 0.2 | $1.6M | 13k | 121.75 | |
| Advanced Micro Devices (AMD) | 0.2 | $1.6M | 7.3k | 214.16 | |
| Abbvie (ABBV) | 0.2 | $1.6M | 6.8k | 228.49 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.5M | 2.00 | 754800.00 | |
| Vanguard Intl Equity Index F Etf (VT) | 0.2 | $1.5M | 11k | 141.06 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $1.5M | 5.3k | 281.16 | |
| Network Associates Inc cl a (NET) | 0.2 | $1.5M | 7.4k | 197.15 | |
| Vanguard Index Fds Etf (VBK) | 0.2 | $1.4M | 4.8k | 302.12 | |
| Intuitive Surgical (ISRG) | 0.2 | $1.4M | 2.5k | 566.36 | |
| Vanguard Index Fds Etf (VTV) | 0.2 | $1.4M | 7.4k | 191.01 | |
| Newmont Mining Corporation (NEM) | 0.2 | $1.4M | 14k | 99.85 | |
| Snowflake Inc Cl A (SNOW) | 0.2 | $1.4M | 6.4k | 219.36 | |
| Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO) | 0.2 | $1.4M | 12k | 119.33 | |
| Vanguard Index Fds Etf (VBR) | 0.2 | $1.4M | 6.6k | 211.81 | |
| Neurocrine Biosciences (NBIX) | 0.2 | $1.3M | 9.5k | 141.83 | |
| Broadcom (AVGO) | 0.2 | $1.3M | 3.8k | 346.10 | |
| Vanguard Index Fds Etf (VUG) | 0.2 | $1.3M | 2.7k | 487.98 | |
| Schwab Strategic Tr 0 (SCHP) | 0.2 | $1.3M | 49k | 26.49 | |
| Invesco Exchange Traded Fd T Etf (XMMO) | 0.2 | $1.3M | 9.3k | 138.46 | |
| Vanguard World Etf (VGT) | 0.2 | $1.3M | 1.7k | 753.78 | |
| Nextera Energy (NEE) | 0.2 | $1.3M | 16k | 80.28 | |
| Goldman Sachs (GS) | 0.2 | $1.3M | 1.5k | 879.01 | |
| Simplify Exchange Traded Fun (BUCK) | 0.2 | $1.3M | 54k | 23.70 | |
| Spdr Series Trust Etf (SPYM) | 0.2 | $1.3M | 16k | 80.22 | |
| Illumina (ILMN) | 0.2 | $1.3M | 9.6k | 131.16 | |
| Ishares Tr Etf (SGOV) | 0.2 | $1.3M | 13k | 100.38 | |
| Unity Software (U) | 0.2 | $1.2M | 28k | 44.17 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $1.2M | 2.5k | 502.65 | |
| Blackrock (BLK) | 0.2 | $1.2M | 1.1k | 1070.34 | |
| Monster Beverage Corp (MNST) | 0.2 | $1.2M | 16k | 76.67 | |
| Cme (CME) | 0.2 | $1.2M | 4.5k | 273.08 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $1.2M | 2.1k | 570.21 | |
| First Solar (FSLR) | 0.2 | $1.2M | 4.7k | 261.23 | |
| Vanguard Scottsdale Fds Etf (VTWO) | 0.2 | $1.2M | 12k | 99.52 | |
| Rio Tinto Etf (RIO) | 0.2 | $1.2M | 15k | 80.03 | |
| Yandex Nv-a (NBIS) | 0.2 | $1.2M | 14k | 83.71 | |
| International Business Machines (IBM) | 0.2 | $1.2M | 3.9k | 296.23 | |
| iShares MSCI EAFE ETF Etf (EFA) | 0.2 | $1.1M | 12k | 96.03 | |
| Dimensional Etf Trust Etf (DFAC) | 0.2 | $1.1M | 29k | 39.59 | |
| Keysight Technologies (KEYS) | 0.2 | $1.1M | 5.5k | 203.19 | |
| Ishares Tr Etf (IVE) | 0.2 | $1.1M | 5.3k | 212.09 | |
| Alibaba Group Holding (BABA) | 0.2 | $1.1M | 7.6k | 146.58 | |
| Marvell Technology (MRVL) | 0.2 | $1.1M | 13k | 84.98 | |
| Hilton Worldwide Holdings (HLT) | 0.2 | $1.1M | 3.9k | 287.25 | |
| Novartis Etf (NVS) | 0.2 | $1.1M | 8.1k | 137.87 | |
| Chime Finl (CHYM) | 0.2 | $1.1M | 44k | 25.17 | |
| Baker Hughes A Ge Company (BKR) | 0.2 | $1.1M | 24k | 45.54 | |
| Nasdaq Omx (NDAQ) | 0.2 | $1.1M | 11k | 97.13 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $1.1M | 5.8k | 183.40 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.2 | $1.1M | 45k | 23.37 | |
| TKO Group Holdings (TKO) | 0.2 | $1.1M | 5.0k | 209.00 | |
| Mongodb Inc. Class A (MDB) | 0.2 | $1.0M | 2.5k | 419.69 | |
| Sociedad Quimica y Minera (SQM) | 0.2 | $1.0M | 15k | 68.80 | |
| Blackrock Etf Trust Etf (DYNF) | 0.2 | $1.0M | 17k | 60.81 | |
| Popular (BPOP) | 0.2 | $1.0M | 8.3k | 124.52 | |
| Digitalocean Hldgs (DOCN) | 0.2 | $1.0M | 21k | 48.12 | |
| Ishares Tr Etf (IJH) | 0.1 | $1.0M | 15k | 66.00 | |
| Darden Restaurants (DRI) | 0.1 | $1.0M | 5.5k | 184.02 | |
| Sofi Technologies (SOFI) | 0.1 | $994k | 38k | 26.18 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $991k | 30k | 32.75 | |
| Robinhood Mkts (HOOD) | 0.1 | $990k | 8.7k | 113.10 | |
| MasterCard Incorporated (MA) | 0.1 | $988k | 1.7k | 570.88 | |
| Credo Technology Group Holding (CRDO) | 0.1 | $980k | 6.8k | 143.89 | |
| Aon (AON) | 0.1 | $976k | 2.8k | 352.88 | |
| Schwab Strategic Tr Etf (SCHM) | 0.1 | $973k | 32k | 30.07 | |
| ExlService Holdings (EXLS) | 0.1 | $972k | 23k | 42.44 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $954k | 2.1k | 453.36 | |
| Janus Short Duration (VNLA) | 0.1 | $948k | 19k | 49.14 | |
| Ishares Tr Etf (IWS) | 0.1 | $947k | 6.7k | 141.05 | |
| Ishares Tr Etf (IWP) | 0.1 | $945k | 6.9k | 136.94 | |
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $919k | 10k | 90.03 | |
| Ishares Tr Etf (IUSB) | 0.1 | $910k | 20k | 46.54 | |
| Affirm Hldgs (AFRM) | 0.1 | $909k | 12k | 74.43 | |
| Main Street Capital Corporation (MAIN) | 0.1 | $908k | 15k | 60.39 | |
| Vale (VALE) | 0.1 | $906k | 70k | 13.03 | |
| Weatherford Intl Ordf (WFRD) | 0.1 | $899k | 12k | 78.26 | |
| Invesco Exchange Traded Fd T Etf (XLG) | 0.1 | $898k | 15k | 59.28 | |
| Vanguard Index Fds Etf (VV) | 0.1 | $896k | 2.8k | 314.80 | |
| Rocket Cos (RKT) | 0.1 | $894k | 46k | 19.36 | |
| Edwards Lifesciences (EW) | 0.1 | $892k | 11k | 85.25 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $882k | 5.0k | 177.37 | |
| Chesapeake Energy Corp (EXE) | 0.1 | $863k | 7.8k | 110.36 | |
| Ametek (AME) | 0.1 | $852k | 4.2k | 205.31 | |
| Vanguard FTSE Emerging Markets ETF Etf (VWO) | 0.1 | $848k | 16k | 53.76 | |
| Abrdn Platinum Etf Trust Etf (PPLT) | 0.1 | $846k | 4.5k | 186.43 | |
| Nextracker (NXT) | 0.1 | $841k | 9.7k | 87.11 | |
| Vanguard Bd Index Fds Etf (BND) | 0.1 | $837k | 11k | 74.07 | |
| Moody's Corporation (MCO) | 0.1 | $829k | 1.6k | 510.85 | |
| Servicenow (NOW) | 0.1 | $824k | 5.4k | 153.19 | |
| Dimensional Etf Trust Etf (DFUS) | 0.1 | $821k | 11k | 74.17 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $817k | 6.0k | 136.07 | |
| Asml Holding (ASML) | 0.1 | $794k | 742.00 | 1069.86 | |
| Vanguard Mun Bd Fds Etf (VTEB) | 0.1 | $793k | 16k | 50.29 | |
| Ishares Etf (IEMG) | 0.1 | $792k | 12k | 67.22 | |
| Otter Tail Corporation (OTTR) | 0.1 | $788k | 9.7k | 80.81 | |
| Bondbloxx Etf Trust Etf (XTEN) | 0.1 | $782k | 17k | 46.22 | |
| Ensign (ENSG) | 0.1 | $782k | 4.5k | 174.20 | |
| Abrdn Palladium Etf Trust Etf (PALL) | 0.1 | $778k | 5.4k | 145.38 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.1 | $775k | 17k | 46.30 | |
| Lumen Technologies (LUMN) | 0.1 | $769k | 99k | 7.77 | |
| Vanguard Admiral Fds Etf (VOOG) | 0.1 | $744k | 1.7k | 444.82 | |
| Home Depot (HD) | 0.1 | $737k | 2.1k | 344.25 | |
| Vanguard World Etf (MGK) | 0.1 | $725k | 1.8k | 412.77 | |
| Invesco Exchange Traded Fd T Etf (XSMO) | 0.1 | $719k | 10k | 72.01 | |
| Micron Technology (MU) | 0.1 | $718k | 2.5k | 285.44 | |
| Citizens Financial (CFG) | 0.1 | $713k | 12k | 58.41 | |
| Goldman Sachs Etf Tr Etf (GPIX) | 0.1 | $712k | 14k | 52.80 | |
| Sprott Asset Management Etf (PSLV) | 0.1 | $700k | 30k | 23.65 | |
| Las Vegas Sands (LVS) | 0.1 | $697k | 11k | 65.09 | |
| Ishares Tr Etf (MBB) | 0.1 | $693k | 7.3k | 95.23 | |
| Dimensional Etf Trust Etf (DFUV) | 0.1 | $680k | 15k | 46.59 | |
| iShares Russell 1000 Value ETF Etf (IWD) | 0.1 | $673k | 3.2k | 210.34 | |
| iShares iBoxx $ High Yield Corporate Bond ETF Etf (HYG) | 0.1 | $664k | 8.2k | 80.63 | |
| Vanguard Admiral Fds Etf (VOOV) | 0.1 | $659k | 3.2k | 204.88 | |
| Select Sector Spdr Tr Etf (XLF) | 0.1 | $653k | 12k | 54.77 | |
| First Tr Exchange Traded Fd lng dur oprtun (LGOV) | 0.1 | $652k | 30k | 21.83 | |
| Invesco Exchange Traded Fd T Etf (PPA) | 0.1 | $639k | 4.1k | 156.64 | |
| Listed Fds Tr Etf (MAGS) | 0.1 | $634k | 9.6k | 65.96 | |
| Tapestry (TPR) | 0.1 | $628k | 4.9k | 127.77 | |
| iShares Core MSCI Europe ETF Etf (IEUR) | 0.1 | $593k | 8.4k | 70.99 | |
| Veeva Sys Inc cl a (VEEV) | 0.1 | $591k | 2.6k | 223.23 | |
| Schwab Intl Small Cap Equity ETF (SCHC) | 0.1 | $579k | 13k | 45.53 | |
| Verizon Communications (VZ) | 0.1 | $573k | 14k | 40.73 | |
| Wal-Mart Stores (WMT) | 0.1 | $567k | 5.1k | 111.42 | |
| Bank of America Corporation (BAC) | 0.1 | $565k | 10k | 55.00 | |
| Federal Agricultural Mortgage (AGM) | 0.1 | $541k | 3.1k | 175.57 | |
| World Gold Tr Etf (GLDM) | 0.1 | $535k | 6.3k | 85.38 | |
| Qualcomm (QCOM) | 0.1 | $525k | 3.1k | 171.07 | |
| Invesco Exch Traded Fd Tr Ii Etf (EEMO) | 0.1 | $523k | 30k | 17.55 | |
| Bristol Myers Squibb (BMY) | 0.1 | $518k | 9.6k | 53.94 | |
| iShares J.P. Morgan USD Emerging Markets Bond ETF Etf (EMB) | 0.1 | $515k | 5.3k | 96.30 | |
| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.1 | $507k | 6.0k | 84.65 | |
| Blackrock Etf Trust Ii Etf (BINC) | 0.1 | $506k | 9.6k | 52.77 | |
| Schwab Strategic Tr Etf (SCHO) | 0.1 | $505k | 21k | 24.37 | |
| TJX Companies (TJX) | 0.1 | $496k | 3.2k | 153.61 | |
| First Trust Large Cap Core Alp Fnd (FEX) | 0.1 | $475k | 4.0k | 118.62 | |
| Dimensional Etf Trust Etf (DUHP) | 0.1 | $472k | 12k | 38.03 | |
| Ishares Tr core msci pac (IPAC) | 0.1 | $466k | 6.4k | 73.22 | |
| Ishares Tr core intl aggr (IAGG) | 0.1 | $466k | 9.3k | 50.01 | |
| Schwab Strategic Tr Etf (SCHA) | 0.1 | $462k | 16k | 28.48 | |
| Johnson & Johnson (JNJ) | 0.1 | $459k | 2.2k | 207.02 | |
| Spdr Dow Jones Indl Average Etf (DIA) | 0.1 | $449k | 934.00 | 480.57 | |
| Medtronic (MDT) | 0.1 | $448k | 4.7k | 96.06 | |
| Putnam Etf Trust Etf (PEMX) | 0.1 | $446k | 6.9k | 64.28 | |
| Galectin Therapeutics (GALT) | 0.1 | $442k | 106k | 4.16 | |
| Spdr Index Shs Fds Etf (CWI) | 0.1 | $440k | 12k | 35.92 | |
| Lululemon Athletica (LULU) | 0.1 | $438k | 2.1k | 207.81 | |
| Ishares Tr Etf (IWR) | 0.1 | $434k | 4.5k | 96.27 | |
| Ishares Silver Tr Etf (SLV) | 0.1 | $432k | 6.7k | 64.42 | |
| Dimensional Etf Trust Etf (DFAT) | 0.1 | $429k | 7.2k | 59.54 | |
| Ishares Tr Etf (QUAL) | 0.1 | $423k | 2.1k | 198.64 | |
| Ishares Tr Etf (IHI) | 0.1 | $420k | 6.8k | 62.15 | |
| J P Morgan Exchange Traded F Etf (JPIE) | 0.1 | $417k | 9.0k | 46.29 | |
| Dimensional Etf Trust Etf (DFSV) | 0.1 | $416k | 13k | 32.89 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $413k | 854.00 | 483.67 | |
| Vanguard Whitehall Fds Etf (VYM) | 0.1 | $412k | 2.9k | 143.53 | |
| Ishares Tr Etf (LQDW) | 0.1 | $392k | 16k | 24.55 | |
| Akamai Technologies (AKAM) | 0.1 | $387k | 4.4k | 87.25 | |
| Blackrock Etf Trust Etf (THRO) | 0.1 | $387k | 10k | 38.56 | |
| Invesco Exch Traded Fd Tr Ii Etf (IDMO) | 0.1 | $381k | 6.9k | 55.57 | |
| Ishares Tr msci int smlcp (ISCF) | 0.1 | $377k | 9.1k | 41.48 | |
| Altria (MO) | 0.1 | $373k | 6.5k | 57.66 | |
| American Centy Etf Tr Etf (AVEM) | 0.1 | $373k | 4.8k | 77.02 | |
| Blackrock Etf Trust Etf (BAI) | 0.1 | $366k | 11k | 33.30 | |
| Kroger (KR) | 0.1 | $360k | 5.8k | 62.49 | |
| iShares Russell 2000 ETF Etf (IWM) | 0.1 | $357k | 1.5k | 246.16 | |
| AutoZone (AZO) | 0.1 | $353k | 104.00 | 3391.50 | |
| Invesco Exchange Traded Fd T Etf (IGPT) | 0.1 | $352k | 5.9k | 59.47 | |
| Vanguard Whitehall Fds Etf (VYMI) | 0.1 | $343k | 3.8k | 90.00 | |
| MSCI Europe Financials Sector Index Fund (EUFN) | 0.1 | $342k | 9.2k | 37.09 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.1 | $340k | 24k | 14.36 | |
| Global X Fds Etf (BOTZ) | 0.0 | $339k | 9.3k | 36.23 | |
| Chevron Corporation (CVX) | 0.0 | $338k | 2.2k | 152.41 | |
| Kalaris Therapeutics (KLRS) | 0.0 | $338k | 40k | 8.44 | |
| Ishares Tr Etf (SCZ) | 0.0 | $334k | 4.3k | 77.53 | |
| J P Morgan Exchange Traded F Etf (JEPI) | 0.0 | $329k | 5.7k | 57.25 | |
| Walt Disney Company (DIS) | 0.0 | $328k | 2.9k | 113.78 | |
| Applovin Corp Class A (APP) | 0.0 | $325k | 482.00 | 673.82 | |
| First Tr Exchange Traded Etf (FXZ) | 0.0 | $324k | 5.0k | 64.82 | |
| At&t (T) | 0.0 | $323k | 13k | 24.84 | |
| Taiwan Semiconductor Manufacturing Company Etf (TSM) | 0.0 | $316k | 1.0k | 304.15 | |
| Spdr Index Shs Fds Etf (SPEM) | 0.0 | $316k | 6.8k | 46.81 | |
| WisdomTree Floating Rate Treasury Fund Etf (USFR) | 0.0 | $307k | 6.1k | 50.32 | |
| Alliancebernstein Hldg Etf (AB) | 0.0 | $302k | 7.8k | 38.48 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $298k | 5.6k | 52.88 | |
| Doordash (DASH) | 0.0 | $294k | 1.3k | 226.48 | |
| Spdr Series Trust Etf (SDY) | 0.0 | $290k | 2.1k | 139.16 | |
| Caterpillar (CAT) | 0.0 | $288k | 502.00 | 573.25 | |
| First Tr Exchange-traded Etf (FBT) | 0.0 | $287k | 1.4k | 206.52 | |
| 3M Company (MMM) | 0.0 | $286k | 1.8k | 160.16 | |
| Ally Financial (ALLY) | 0.0 | $285k | 6.3k | 45.29 | |
| Vanguard Consumer Staples ETF (VDC) | 0.0 | $273k | 1.3k | 211.24 | |
| Dimensional Etf Trust Etf (DFIC) | 0.0 | $269k | 7.8k | 34.46 | |
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $269k | 5.4k | 49.65 | |
| Invesco Exchange Traded Fd T Etf (PHO) | 0.0 | $269k | 3.8k | 70.41 | |
| Arm Holdings Etf (ARM) | 0.0 | $267k | 2.4k | 109.31 | |
| Applied Materials (AMAT) | 0.0 | $267k | 1.0k | 256.99 | |
| Amgen (AMGN) | 0.0 | $263k | 802.00 | 327.31 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $260k | 1.7k | 154.14 | |
| Global X Artificial Intelligence & Technology ETF Etf (AIQ) | 0.0 | $260k | 5.1k | 50.86 | |
| Intercontinental Exchange (ICE) | 0.0 | $250k | 1.5k | 161.96 | |
| Annaly Capital Management (NLY) | 0.0 | $249k | 11k | 22.36 | |
| iShares Preferred and Income Securities ETF Etf (PFF) | 0.0 | $246k | 7.9k | 30.96 | |
| Rbc Cad (RY) | 0.0 | $244k | 1.4k | 170.49 | |
| Ares Capital Corporation (ARCC) | 0.0 | $243k | 12k | 20.23 | |
| Moderna (MRNA) | 0.0 | $242k | 8.2k | 29.49 | |
| iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) | 0.0 | $242k | 1.3k | 179.37 | |
| Fidelity Covington Trust Etf (FSTA) | 0.0 | $242k | 4.9k | 49.19 | |
| Pza etf (PZA) | 0.0 | $241k | 10k | 23.19 | |
| Select Sector Spdr Tr Etf (XLRE) | 0.0 | $240k | 6.0k | 40.35 | |
| Dimensional Etf Trust Etf (DFAS) | 0.0 | $239k | 3.4k | 69.67 | |
| Dbx Etf Tr Etf (RVNU) | 0.0 | $234k | 9.5k | 24.54 | |
| Vodafone Group Etf (VOD) | 0.0 | $234k | 18k | 13.21 | |
| Duke Energy (DUK) | 0.0 | $231k | 2.0k | 117.21 | |
| Philip Morris International (PM) | 0.0 | $230k | 1.4k | 160.40 | |
| Gilead Sciences (GILD) | 0.0 | $229k | 1.9k | 122.74 | |
| Key (KEY) | 0.0 | $228k | 11k | 20.64 | |
| Boston Scientific Corporation (BSX) | 0.0 | $227k | 2.4k | 95.35 | |
| General Dynamics Corporation (GD) | 0.0 | $225k | 669.00 | 336.68 | |
| Ishares Tr Etf (GOVT) | 0.0 | $225k | 9.8k | 23.03 | |
| Coca-Cola Company (KO) | 0.0 | $224k | 3.2k | 69.91 | |
| Ark Etf Tr Etf (ARKK) | 0.0 | $222k | 2.9k | 76.92 | |
| Union Pacific Corporation (UNP) | 0.0 | $220k | 952.00 | 231.32 | |
| Ishares Tr Etf (MTUM) | 0.0 | $216k | 862.00 | 250.35 | |
| Managed Portfolio Series Etf (KHPI) | 0.0 | $216k | 8.4k | 25.66 | |
| Oracle Corporation (ORCL) | 0.0 | $212k | 1.1k | 195.08 | |
| Ishares Tr Etf (IWO) | 0.0 | $212k | 655.00 | 323.01 | |
| Global X Mlp & Energy Infrastructure Etf etf (MLPX) | 0.0 | $209k | 3.4k | 60.53 | |
| Etf Ser Solutions Etf (QTUM) | 0.0 | $208k | 1.9k | 109.66 | |
| Spdr Index Shs Fds Etf (GWX) | 0.0 | $208k | 5.1k | 40.86 | |
| Spdr Series Trust Etf (SPHY) | 0.0 | $207k | 8.7k | 23.67 | |
| AmerisourceBergen (COR) | 0.0 | $206k | 611.00 | 337.75 | |
| Simon Property (SPG) | 0.0 | $206k | 1.1k | 185.22 | |
| Abbott Laboratories (ABT) | 0.0 | $205k | 1.6k | 125.29 | |
| BHP Billiton (BHP) | 0.0 | $205k | 3.4k | 60.37 | |
| Ishares Tr Etf (SYSB) | 0.0 | $205k | 2.3k | 89.76 | |
| Ishares Tr Etf (SOXX) | 0.0 | $205k | 679.00 | 301.15 | |
| Ishares Gold Tr Etf (IAU) | 0.0 | $203k | 2.5k | 81.17 | |
| Merck & Co (MRK) | 0.0 | $201k | 1.9k | 105.27 | |
| Ishares Tr Etf (ESGU) | 0.0 | $200k | 1.3k | 149.07 | |
| Calamos Lng/shrt Eq & Dyn (CPZ) | 0.0 | $159k | 11k | 14.62 | |
| Takeda Pharmaceutical (TAK) | 0.0 | $159k | 10k | 15.59 | |
| Snap Inc cl a (SNAP) | 0.0 | $156k | 19k | 8.07 | |
| Innventure (INV) | 0.0 | $45k | 11k | 4.18 | |
| American Battery (ABAT) | 0.0 | $41k | 12k | 3.34 | |
| Nordic American Tanker Shippin (NAT) | 0.0 | $40k | 12k | 3.44 | |
| I-80 Gold Corp (IAUX) | 0.0 | $27k | 19k | 1.46 | |
| Cassava Sciences (SAVA) | 0.0 | $24k | 12k | 1.98 |