Fortis Capital Advisors as of June 30, 2026
Portfolio Holdings for Fortis Capital Advisors
Fortis Capital Advisors holds 408 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 |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.8 | $52M | 258k | 200.09 | |
| Invesco QQQ Trust Etf (QQQ) | 5.4 | $48M | 65k | 736.40 | |
| Schwab Strategic Tr Etf (SCHX) | 4.1 | $37M | 1.2M | 29.43 | |
| Spdr S&p 500 Etf Etf (SPY) | 4.1 | $36M | 49k | 746.78 | |
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 4.0 | $36M | 1.1M | 31.10 | |
| Schwab U.S. Large-Cap Growth ETF Etf (SCHG) | 3.9 | $35M | 1.0M | 33.84 | |
| Apple (AAPL) | 3.0 | $27M | 92k | 289.36 | |
| Schwab Strategic Tr Etf (SCHF) | 2.7 | $24M | 872k | 27.70 | |
| Ishares Tr Etf (IJR) | 2.5 | $22M | 150k | 148.31 | |
| Ishares Tr Etf (IVV) | 2.1 | $19M | 25k | 748.91 | |
| Microsoft Corporation (MSFT) | 2.0 | $17M | 47k | 373.02 | |
| Amazon (AMZN) | 1.9 | $17M | 70k | 238.34 | |
| Vanguard Index Fds Etf (VO) | 1.8 | $16M | 194k | 80.57 | |
| Ishares Etf (EMXC) | 1.6 | $14M | 135k | 102.30 | |
| Ishares Tr Etf (EFG) | 1.3 | $11M | 92k | 124.42 | |
| Vanguard Total Stock Market ETF Etf (VTI) | 1.1 | $9.7M | 26k | 370.05 | |
| Alphabet Inc Class C cs (GOOG) | 1.0 | $9.3M | 26k | 353.34 | |
| Ishares Tr Etf (MUB) | 1.0 | $8.8M | 82k | 107.62 | |
| iShares Core U.S. Aggregate Bond ETF Etf (AGG) | 0.9 | $8.1M | 82k | 98.98 | |
| Facebook Inc cl a (META) | 0.8 | $7.2M | 13k | 563.33 | |
| Vanguard S&P 500 ETF Etf (VOO) | 0.8 | $6.9M | 10k | 686.82 | |
| Tesla Motors (TSLA) | 0.8 | $6.7M | 16k | 420.60 | |
| Vanguard Index Fds Etf (VB) | 0.7 | $6.5M | 21k | 303.13 | |
| Ishares Tr Etf (IJH) | 0.7 | $6.3M | 82k | 77.11 | |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL) | 0.7 | $6.2M | 68k | 91.64 | |
| Ishares Tr Etf (IEFA) | 0.7 | $6.0M | 62k | 96.58 | |
| Palantir Technologies (PLTR) | 0.7 | $5.9M | 51k | 116.67 | |
| Spdr Series Trust Etf (SPYV) | 0.7 | $5.9M | 97k | 60.79 | |
| Ssga Active Etf Tr Etf (RLY) | 0.6 | $5.6M | 161k | 34.51 | |
| Astera Labs (ALAB) | 0.6 | $5.4M | 11k | 483.02 | |
| Pimco Etf Tr Etf (MUNI) | 0.6 | $5.2M | 98k | 52.60 | |
| Select Sector Spdr Tr Etf (XLK) | 0.5 | $4.9M | 26k | 190.52 | |
| Abrdn Precious Metals Basket Etf (GLTR) | 0.5 | $4.8M | 26k | 181.15 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $4.7M | 13k | 357.39 | |
| Eli Lilly & Co. (LLY) | 0.5 | $4.4M | 3.7k | 1199.66 | |
| Spdr Gold Tr Gold Etf (GLD) | 0.5 | $4.4M | 12k | 368.38 | |
| Arista Networks (ANET) | 0.5 | $4.4M | 26k | 169.88 | |
| Abbvie (ABBV) | 0.5 | $4.1M | 16k | 251.65 | |
| Procter & Gamble Company (PG) | 0.4 | $3.8M | 26k | 146.64 | |
| Costco Wholesale Corporation (COST) | 0.4 | $3.8M | 4.1k | 935.55 | |
| Netflix (NFLX) | 0.4 | $3.7M | 53k | 71.40 | |
| Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO) | 0.4 | $3.7M | 23k | 161.54 | |
| Invesco Exchange Traded Fd T Etf (XMMO) | 0.4 | $3.7M | 22k | 170.14 | |
| Invesco Exchange Traded Fd T Etf (RSP) | 0.4 | $3.6M | 17k | 212.78 | |
| Credo Technology Group Holding (CRDO) | 0.4 | $3.5M | 13k | 271.95 | |
| Ishares Tr rus200 grw idx (IWY) | 0.4 | $3.3M | 12k | 290.62 | |
| Invesco Exchange Traded Fd T Etf (XSMO) | 0.4 | $3.3M | 35k | 93.63 | |
| Network Associates Inc cl a (NET) | 0.4 | $3.3M | 14k | 245.28 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $3.3M | 10k | 327.33 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $3.1M | 23k | 136.72 | |
| Vanguard FTSE Developed Markets ETF Etf (VEA) | 0.4 | $3.1M | 44k | 71.25 | |
| Performance Food (PFGC) | 0.3 | $3.1M | 28k | 111.79 | |
| Micron Technology (MU) | 0.3 | $3.0M | 2.6k | 1154.42 | |
| Morgan Stanley (MS) | 0.3 | $3.0M | 14k | 209.04 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $2.9M | 3.8k | 763.14 | |
| Robinhood Mkts (HOOD) | 0.3 | $2.9M | 29k | 100.28 | |
| Incyte Corporation (INCY) | 0.3 | $2.9M | 25k | 113.36 | |
| Tg Therapeutics (TGTX) | 0.3 | $2.8M | 51k | 54.94 | |
| Vanguard Total International Stock ETF Etf (VXUS) | 0.3 | $2.8M | 33k | 85.49 | |
| Celestica (CLS) | 0.3 | $2.7M | 7.5k | 364.80 | |
| Ishares Silver Trust Etf (SLV) | 0.3 | $2.7M | 51k | 53.47 | |
| Ishares Tr Etf (EFV) | 0.3 | $2.6M | 34k | 76.55 | |
| Deere & Company (DE) | 0.3 | $2.5M | 3.9k | 634.33 | |
| Eaton (ETN) | 0.3 | $2.5M | 5.8k | 426.12 | |
| Ishares Tr Etf (IEUR) | 0.3 | $2.3M | 31k | 75.17 | |
| Broadcom (AVGO) | 0.3 | $2.3M | 6.2k | 377.80 | |
| Ishares Tr Etf (IWF) | 0.3 | $2.3M | 19k | 124.17 | |
| Schwab Strategic Tr 0 (SCHP) | 0.3 | $2.2M | 85k | 26.50 | |
| General Electric (GE) | 0.2 | $2.2M | 5.8k | 373.73 | |
| Home Depot (HD) | 0.2 | $2.2M | 6.1k | 352.68 | |
| Monster Beverage Corp (MNST) | 0.2 | $2.1M | 22k | 96.12 | |
| Vanguard Specialized Funds Etf (VIG) | 0.2 | $2.1M | 9.0k | 236.62 | |
| American Express Company (AXP) | 0.2 | $2.1M | 6.1k | 338.30 | |
| Talen Energy Corp (TLN) | 0.2 | $2.1M | 5.4k | 384.26 | |
| Moderna (MRNA) | 0.2 | $2.1M | 29k | 70.03 | |
| Ishares Tr core msci pac (IPAC) | 0.2 | $2.1M | 25k | 81.93 | |
| Advanced Micro Devices (AMD) | 0.2 | $2.0M | 3.5k | 580.91 | |
| Applied Materials (AMAT) | 0.2 | $2.0M | 2.8k | 723.00 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $2.0M | 3.9k | 500.39 | |
| Visa (V) | 0.2 | $1.9M | 5.6k | 343.13 | |
| State Street SPDR Portfolio S&P 500 Growth ETF Etf (SPYG) | 0.2 | $1.9M | 16k | 118.99 | |
| International Business Machines (IBM) | 0.2 | $1.9M | 6.7k | 281.24 | |
| Columbia Etf Tr Ii Etf (XCEM) | 0.2 | $1.9M | 35k | 52.88 | |
| Vanguard Index Fds Etf (VOT) | 0.2 | $1.9M | 6.1k | 306.30 | |
| iShares Russell 2000 Index Fund Etf (IWM) | 0.2 | $1.8M | 6.1k | 300.45 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $1.8M | 5.7k | 316.90 | |
| Natera (NTRA) | 0.2 | $1.8M | 6.7k | 271.45 | |
| McDonald's Corporation (MCD) | 0.2 | $1.8M | 6.7k | 270.31 | |
| Vanguard Index Fds Etf (VBK) | 0.2 | $1.8M | 4.9k | 365.77 | |
| Ishares Tr Etf (ACWX) | 0.2 | $1.8M | 23k | 76.11 | |
| Yandex Nv-a (NBIS) | 0.2 | $1.8M | 6.4k | 276.17 | |
| Nextera Energy (NEE) | 0.2 | $1.7M | 19k | 87.77 | |
| Illumina (ILMN) | 0.2 | $1.7M | 9.6k | 175.83 | |
| Vanguard World Etf (VGT) | 0.2 | $1.7M | 14k | 119.52 | |
| Vanguard Index Fds Etf (VBR) | 0.2 | $1.6M | 6.7k | 242.99 | |
| Hubbell (HUBB) | 0.2 | $1.6M | 3.1k | 523.20 | |
| Ishares Tr Etf (IVW) | 0.2 | $1.6M | 12k | 137.53 | |
| Hilton Worldwide Holdings (HLT) | 0.2 | $1.6M | 4.9k | 330.46 | |
| Datadog Inc Cl A (DDOG) | 0.2 | $1.6M | 6.1k | 260.36 | |
| Vanguard Total World Stock Index ETF Etf (VT) | 0.2 | $1.6M | 10k | 156.95 | |
| Vanguard Russell 1000 Growth ETF Etf (VONG) | 0.2 | $1.6M | 12k | 127.81 | |
| Humana (HUM) | 0.2 | $1.6M | 3.9k | 397.22 | |
| Cisco Systems (CSCO) | 0.2 | $1.6M | 13k | 117.47 | |
| Sezzle (SEZL) | 0.2 | $1.6M | 9.1k | 171.63 | |
| Wal-Mart Stores (WMT) | 0.2 | $1.5M | 14k | 113.27 | |
| Vanguard Scottsdale Fds Etf (VTWO) | 0.2 | $1.5M | 13k | 121.43 | |
| Arm Holdings Etf (ARM) | 0.2 | $1.5M | 4.2k | 354.57 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.5M | 2.00 | 748850.00 | |
| Vanguard Value ETF Etf (VTV) | 0.2 | $1.4M | 6.6k | 217.96 | |
| Ast Spacemobile Inc Com Cl A (ASTS) | 0.2 | $1.4M | 16k | 88.86 | |
| Viking Holdings (VIK) | 0.2 | $1.4M | 13k | 104.67 | |
| Apollo Global Mgmt (APO) | 0.2 | $1.4M | 12k | 118.31 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $1.4M | 22k | 62.89 | |
| Textron (TXT) | 0.2 | $1.4M | 15k | 91.74 | |
| Vanguard Index Fds Etf (VUG) | 0.2 | $1.4M | 16k | 86.14 | |
| Invesco Exch Traded Fd Tr Ii Etf (PGHY) | 0.2 | $1.4M | 69k | 19.70 | |
| Marvell Technology (MRVL) | 0.2 | $1.4M | 4.6k | 297.89 | |
| Cullen/Frost Bankers (CFR) | 0.2 | $1.3M | 8.7k | 154.52 | |
| Taiwan Semiconductor Manufacturing Company Etf (TSM) | 0.2 | $1.3M | 2.8k | 477.72 | |
| Boeing Company (BA) | 0.1 | $1.3M | 6.1k | 216.47 | |
| Ishares Tr Etf (IWS) | 0.1 | $1.3M | 7.9k | 164.60 | |
| Citizens Financial (CFG) | 0.1 | $1.3M | 19k | 70.07 | |
| Applovin Corp Class A (APP) | 0.1 | $1.3M | 2.5k | 515.23 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $1.3M | 12k | 106.47 | |
| Blackstone Secd Lending (BXSL) | 0.1 | $1.3M | 54k | 23.71 | |
| iShares Flexible Income Active ETF Etf (BINC) | 0.1 | $1.3M | 25k | 52.34 | |
| J P Morgan Exchange Traded F Etf (JEPI) | 0.1 | $1.3M | 23k | 56.48 | |
| Ciena Corporation (CIEN) | 0.1 | $1.3M | 2.6k | 490.56 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $1.3M | 5.1k | 249.98 | |
| Lam Research (LRCX) | 0.1 | $1.2M | 2.9k | 433.33 | |
| Entegris (ENTG) | 0.1 | $1.2M | 6.9k | 179.86 | |
| Allstate Corporation (ALL) | 0.1 | $1.2M | 5.2k | 237.97 | |
| Ishares Tr Etf (EFA) | 0.1 | $1.2M | 12k | 103.88 | |
| Vaneck Etf Trust Etf (GDX) | 0.1 | $1.2M | 16k | 75.45 | |
| Oscar Health Cl A Ord (OSCR) | 0.1 | $1.2M | 43k | 28.52 | |
| Simpson Manufacturing (SSD) | 0.1 | $1.2M | 5.7k | 209.35 | |
| J P Morgan Exchange Traded F Etf (JPIE) | 0.1 | $1.2M | 26k | 46.05 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.2M | 2.4k | 496.73 | |
| Schwab Strategic Tr Etf (SCHM) | 0.1 | $1.2M | 32k | 36.87 | |
| Cadence Design Systems (CDNS) | 0.1 | $1.2M | 3.1k | 375.32 | |
| Terex Corporation (TEX) | 0.1 | $1.2M | 16k | 72.39 | |
| Digital Realty Trust (DLR) | 0.1 | $1.1M | 6.4k | 179.58 | |
| Sandisk Corp (SNDK) | 0.1 | $1.1M | 501.00 | 2273.73 | |
| Johnson & Johnson (JNJ) | 0.1 | $1.1M | 4.5k | 253.98 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $1.1M | 31k | 36.26 | |
| Linde (LIN) | 0.1 | $1.1M | 2.2k | 518.94 | |
| American Centy Etf Tr Etf (AVXC) | 0.1 | $1.1M | 13k | 85.65 | |
| Sofi Technologies (SOFI) | 0.1 | $1.1M | 61k | 17.93 | |
| Coreweave Inc Com Cl A (CRWV) | 0.1 | $1.1M | 11k | 99.54 | |
| Dave (DAVE) | 0.1 | $1.1M | 2.9k | 372.59 | |
| MasterCard Incorporated (MA) | 0.1 | $1.1M | 2.1k | 513.61 | |
| Federal Realty Op Lp Sh Ben Int (FRT) | 0.1 | $1.1M | 8.6k | 123.44 | |
| Progressive Corporation (PGR) | 0.1 | $1.1M | 4.9k | 218.45 | |
| Reddit (RDDT) | 0.1 | $1.1M | 6.1k | 173.58 | |
| Vanguard Intl Equity Index F Etf (VWO) | 0.1 | $1.1M | 18k | 59.69 | |
| Target Corporation (TGT) | 0.1 | $1.0M | 8.0k | 130.61 | |
| Spdr Series Trust Etf (SPAB) | 0.1 | $1.0M | 40k | 25.52 | |
| Skyward Specialty Insurance Gr (SKWD) | 0.1 | $1.0M | 18k | 58.35 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $1.0M | 10k | 99.29 | |
| Blackrock (BLK) | 0.1 | $1.0M | 1.1k | 961.56 | |
| Oracle Corporation (ORCL) | 0.1 | $1.0M | 6.9k | 146.55 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $1.0M | 2.0k | 509.31 | |
| T Rowe Price Exchange-traded Etf (TCAF) | 0.1 | $1.0M | 24k | 41.10 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.1 | $994k | 28k | 36.20 | |
| Intel Corporation (INTC) | 0.1 | $990k | 7.1k | 139.65 | |
| Nextracker (NXT) | 0.1 | $982k | 8.2k | 119.14 | |
| Lennox International (LII) | 0.1 | $957k | 1.7k | 572.95 | |
| Chevron Corporation (CVX) | 0.1 | $953k | 5.7k | 165.79 | |
| Sea Etf (SE) | 0.1 | $948k | 9.9k | 95.83 | |
| Ishares Tr Etf (IWP) | 0.1 | $947k | 6.5k | 146.41 | |
| Digitalocean Hldgs (DOCN) | 0.1 | $934k | 5.9k | 157.03 | |
| iShares Preferred and Income Securities ETF Etf (PFF) | 0.1 | $932k | 31k | 30.49 | |
| American Centy Etf Tr Etf (AVNV) | 0.1 | $930k | 11k | 82.54 | |
| Mongodb Inc. Class A (MDB) | 0.1 | $910k | 2.7k | 335.90 | |
| Dimensional Etf Trust Etf (DFUS) | 0.1 | $907k | 11k | 81.94 | |
| American Centy Etf Tr Etf (AVDV) | 0.1 | $907k | 8.8k | 103.05 | |
| Roblox Corp (RBLX) | 0.1 | $905k | 17k | 54.38 | |
| Agnico (AEM) | 0.1 | $877k | 5.7k | 155.13 | |
| Draftkings (DKNG) | 0.1 | $870k | 34k | 25.26 | |
| General Dynamics Corporation (GD) | 0.1 | $864k | 2.4k | 354.34 | |
| Cava Group Ord (CAVA) | 0.1 | $855k | 11k | 78.48 | |
| Weatherford Intl Ordf (WFRD) | 0.1 | $855k | 11k | 81.50 | |
| Southern Copper Corporation (SCCO) | 0.1 | $853k | 4.9k | 174.27 | |
| Dimensional ETF U.S. Core Equity 2 ETF Etf (DFAC) | 0.1 | $848k | 19k | 44.36 | |
| Goldman Sachs (GS) | 0.1 | $843k | 833.00 | 1012.11 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $838k | 7.1k | 117.67 | |
| Fidelity Covington Trust Etf (FSTA) | 0.1 | $829k | 16k | 52.54 | |
| Dimensional Etf Trust Etf (DFUV) | 0.1 | $803k | 15k | 55.01 | |
| Baker Hughes A Ge Company (BKR) | 0.1 | $801k | 14k | 55.50 | |
| Vanguard Index Fds Etf (VV) | 0.1 | $798k | 2.3k | 343.91 | |
| Bristol Myers Squibb (BMY) | 0.1 | $795k | 14k | 57.62 | |
| Qualcomm (QCOM) | 0.1 | $792k | 4.3k | 184.83 | |
| Western Digital (WDC) | 0.1 | $791k | 1.2k | 638.72 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $787k | 4.0k | 197.60 | |
| Invesco Exchange Traded Fd T Etf (SPHQ) | 0.1 | $780k | 8.7k | 90.10 | |
| Capital Group Growth Etf Etf (CGGR) | 0.1 | $780k | 17k | 47.20 | |
| Main Street Capital Corporation (MAIN) | 0.1 | $780k | 15k | 51.88 | |
| TJX Companies (TJX) | 0.1 | $777k | 5.1k | 151.53 | |
| Williams-Sonoma (WSM) | 0.1 | $769k | 3.3k | 233.10 | |
| Ishares Tr Etf (TLTW) | 0.1 | $766k | 34k | 22.34 | |
| Newmont Mining Corporation (NEM) | 0.1 | $742k | 7.9k | 93.40 | |
| Invesco Exch Traded Fd Tr Ii Etf (EEMO) | 0.1 | $732k | 30k | 24.34 | |
| Corteva (CTVA) | 0.1 | $729k | 8.6k | 84.70 | |
| Vanguard Whitehall Fds Etf (VYMI) | 0.1 | $726k | 7.4k | 98.20 | |
| Capital Group Dividend Value Etf (CGDV) | 0.1 | $715k | 15k | 49.28 | |
| Wisdomtree Tr Etf (USFR) | 0.1 | $713k | 14k | 50.35 | |
| Servicenow (NOW) | 0.1 | $713k | 7.2k | 99.28 | |
| Ishares Tr Etf (IWD) | 0.1 | $707k | 2.9k | 242.43 | |
| Sociedad Quimica y Minera (SQM) | 0.1 | $696k | 9.4k | 74.04 | |
| First Tr Exchange Traded Etf (RDVY) | 0.1 | $695k | 8.6k | 81.06 | |
| Abbott Laboratories (ABT) | 0.1 | $684k | 7.5k | 90.74 | |
| Listed Fds Tr Etf (MAGS) | 0.1 | $679k | 11k | 64.30 | |
| Vanguard Bd Index Fds Etf (BND) | 0.1 | $675k | 9.2k | 73.41 | |
| Suncor Energy (SU) | 0.1 | $671k | 13k | 53.68 | |
| Select Sector Spdr Tr Etf (XLF) | 0.1 | $670k | 13k | 53.61 | |
| Altria (MO) | 0.1 | $664k | 9.2k | 71.96 | |
| Merck & Co (MRK) | 0.1 | $645k | 5.0k | 128.50 | |
| Palo Alto Networks (PANW) | 0.1 | $642k | 1.9k | 341.02 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $634k | 648.00 | 978.12 | |
| Bank of America Corporation (BAC) | 0.1 | $622k | 11k | 56.98 | |
| Mfs Active Exchange Traded F Etf (MFSI) | 0.1 | $619k | 19k | 32.48 | |
| Ishares Tr Etf (IUSB) | 0.1 | $614k | 13k | 46.15 | |
| Defiance Quantum ETF Etf (QTUM) | 0.1 | $613k | 3.7k | 165.38 | |
| Ishares Tr Etf (HYG) | 0.1 | $608k | 7.6k | 79.97 | |
| Spdr Series Trust Etf (SPYM) | 0.1 | $602k | 6.9k | 87.89 | |
| Vanguard Charlotte Fds Etf (BNDX) | 0.1 | $601k | 12k | 48.43 | |
| Vanguard World Etf (MGK) | 0.1 | $597k | 6.8k | 87.91 | |
| Coeur d'Alene Mines Corporation (CDE) | 0.1 | $582k | 36k | 16.32 | |
| Dimensional Etf Trust Etf (DFAT) | 0.1 | $577k | 8.3k | 69.90 | |
| Vanguard Whitehall Fds Etf (VYM) | 0.1 | $567k | 3.6k | 158.06 | |
| Spdr Index Shs Fds Etf (CWI) | 0.1 | $565k | 14k | 40.67 | |
| First Trust Large Cap Core Alp Fnd (FEX) | 0.1 | $560k | 4.0k | 139.87 | |
| Ishares Etf (IEMG) | 0.1 | $556k | 6.7k | 82.85 | |
| Innventure (INV) | 0.1 | $555k | 109k | 5.07 | |
| Schwab Strategic Tr Etf (SCHA) | 0.1 | $547k | 15k | 36.13 | |
| Akamai Technologies (AKAM) | 0.1 | $546k | 4.6k | 118.21 | |
| Schlumberger (SLB) | 0.1 | $543k | 12k | 46.49 | |
| Schwab Intl Small Cap Equity ETF (SCHC) | 0.1 | $542k | 11k | 48.12 | |
| Aris Mng Corp (ARIS) | 0.1 | $538k | 36k | 14.91 | |
| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.1 | $532k | 5.6k | 94.85 | |
| Pfizer (PFE) | 0.1 | $518k | 22k | 24.08 | |
| Vaneck Etf Trust Etf (PPH) | 0.1 | $517k | 4.7k | 109.35 | |
| Caterpillar (CAT) | 0.1 | $509k | 478.00 | 1065.64 | |
| Ameriprise Financial (AMP) | 0.1 | $503k | 1.1k | 458.76 | |
| American Centy Etf Tr Etf (AVUV) | 0.1 | $503k | 4.0k | 124.76 | |
| Ishares Tr Etf (IWR) | 0.1 | $497k | 4.5k | 110.32 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $496k | 973.00 | 509.83 | |
| First Tr Exchange-traded A Etf (FAD) | 0.1 | $490k | 2.5k | 199.97 | |
| Alibaba Group Holding (BABA) | 0.1 | $484k | 5.0k | 95.98 | |
| Ishares Tr Etf (LQDW) | 0.1 | $481k | 20k | 24.03 | |
| Webster Financial Corporation (WBS) | 0.1 | $480k | 6.3k | 76.42 | |
| Invesco Exchange Traded Fd T Etf (PPA) | 0.1 | $478k | 2.7k | 176.65 | |
| Wheaton Precious Metals Corp (WPM) | 0.1 | $473k | 4.2k | 112.33 | |
| Ge Vernova (GEV) | 0.1 | $468k | 398.00 | 1175.64 | |
| Simplify Exchange Traded Fun Etf (CDX) | 0.1 | $468k | 22k | 21.12 | |
| EnPro Industries (NPO) | 0.1 | $466k | 1.2k | 376.93 | |
| Aon (AON) | 0.1 | $464k | 1.4k | 331.81 | |
| Ishares Tr Etf (MBB) | 0.1 | $460k | 4.9k | 94.52 | |
| First Tr Exchange-traded Etf (FBT) | 0.1 | $453k | 1.8k | 247.89 | |
| Ishares Tr Etf (IHI) | 0.0 | $441k | 8.9k | 49.41 | |
| Ishares Tr Etf (SOXX) | 0.0 | $439k | 685.00 | 640.76 | |
| Invesco Actively Managed Exc Etf (GSY) | 0.0 | $433k | 8.6k | 50.15 | |
| Wells Fargo & Company (WFC) | 0.0 | $430k | 5.2k | 82.64 | |
| Gilead Sciences (GILD) | 0.0 | $426k | 3.4k | 126.34 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $425k | 2.4k | 177.47 | |
| Janus Short Duration (VNLA) | 0.0 | $422k | 8.6k | 48.87 | |
| Dimensional Etf Trust Etf (DFSV) | 0.0 | $421k | 11k | 38.79 | |
| Legg Mason Etf Invt Etf (LVHI) | 0.0 | $420k | 10k | 40.59 | |
| Amgen (AMGN) | 0.0 | $420k | 1.2k | 362.12 | |
| Spdr Series Trust Etf (KIE) | 0.0 | $420k | 6.9k | 60.99 | |
| First Trust Utilities AlphaDEX Fnd (FXU) | 0.0 | $419k | 8.5k | 49.34 | |
| UnitedHealth (UNH) | 0.0 | $416k | 1.0k | 415.73 | |
| Bny Mellon Etf Trust Ii Etf (BMOP) | 0.0 | $415k | 17k | 25.21 | |
| Ishares Tr Etf (EMB) | 0.0 | $414k | 4.3k | 96.45 | |
| Phillips 66 (PSX) | 0.0 | $411k | 2.4k | 169.07 | |
| Invesco Exch Traded Fd Tr Ii Etf (IDMO) | 0.0 | $411k | 6.8k | 60.29 | |
| Dimensional Etf Trust Etf (DUHP) | 0.0 | $405k | 9.7k | 41.73 | |
| Janus Detroit Str Tr Etf (JSMD) | 0.0 | $404k | 4.0k | 101.24 | |
| AutoZone (AZO) | 0.0 | $400k | 125.00 | 3195.94 | |
| Global X Fds Etf (BOTZ) | 0.0 | $398k | 11k | 37.94 | |
| Global X Fds Etf (PAVE) | 0.0 | $398k | 6.7k | 58.92 | |
| First Tr Exchange-traded Etf (FXZ) | 0.0 | $397k | 5.0k | 79.44 | |
| Federal Agricultural Mortgage (AGM) | 0.0 | $395k | 2.0k | 199.27 | |
| At&t (T) | 0.0 | $393k | 19k | 20.70 | |
| 3M Company (MMM) | 0.0 | $393k | 2.4k | 161.94 | |
| VanEck Semiconductor ETF Etf (SMH) | 0.0 | $390k | 594.00 | 655.89 | |
| Rbc Cad (RY) | 0.0 | $389k | 1.9k | 206.97 | |
| State Str Spdr Dow Jones Ind Etf (DIA) | 0.0 | $386k | 739.00 | 522.39 | |
| Verizon Communications (VZ) | 0.0 | $382k | 9.0k | 42.34 | |
| Coca-Cola Company (KO) | 0.0 | $379k | 4.7k | 81.27 | |
| Schwab Strategic Tr Etf (SCHO) | 0.0 | $378k | 16k | 24.14 | |
| Pimco Etf Tr Etf (MINT) | 0.0 | $376k | 3.7k | 100.81 | |
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.0 | $370k | 12k | 31.71 | |
| Kroger (KR) | 0.0 | $368k | 6.6k | 55.53 | |
| Ishares Tr msci int smlcp (ISCF) | 0.0 | $367k | 8.5k | 43.29 | |
| Tapestry (TPR) | 0.0 | $365k | 2.5k | 146.38 | |
| Goldman Sachs Etf Tr Etf (GPIX) | 0.0 | $363k | 6.5k | 55.57 | |
| Sterling Construction Company (STRL) | 0.0 | $360k | 429.00 | 839.36 | |
| MSCI Europe Financials Sector Index Fund (EUFN) | 0.0 | $359k | 9.2k | 38.99 | |
| First Tr Exchange-traded Etf (SKYY) | 0.0 | $355k | 2.6k | 134.56 | |
| Qnity Electronics (Q) | 0.0 | $352k | 2.2k | 163.31 | |
| Ishares Tr Etf (ESGU) | 0.0 | $349k | 2.1k | 163.74 | |
| iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) | 0.0 | $348k | 2.0k | 175.33 | |
| Spdr Index Shs Fds Etf (SPEM) | 0.0 | $342k | 6.6k | 51.78 | |
| Ishares Tr Etf (SCZ) | 0.0 | $337k | 4.1k | 82.27 | |
| Walt Disney Company (DIS) | 0.0 | $335k | 3.5k | 96.25 | |
| Fortinet (FTNT) | 0.0 | $331k | 2.2k | 153.62 | |
| Invesco (IVZ) | 0.0 | $328k | 12k | 26.39 | |
| Capital One Financial (COF) | 0.0 | $326k | 1.6k | 200.71 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $325k | 6.2k | 52.41 | |
| Ally Financial (ALLY) | 0.0 | $323k | 7.0k | 45.95 | |
| First Tr Exchange-traded Etf (GRID) | 0.0 | $322k | 1.7k | 191.75 | |
| First Trust Morningstar Div Leaders Etf (FDL) | 0.0 | $321k | 6.6k | 48.66 | |
| Alliancebernstein Hldg Etf (AB) | 0.0 | $320k | 9.1k | 35.22 | |
| Ishares Tr Etf (IJK) | 0.0 | $319k | 2.7k | 117.50 | |
| Genuine Parts Company (GPC) | 0.0 | $319k | 2.7k | 117.98 | |
| Vanguard Consumer Staples ETF (VDC) | 0.0 | $318k | 1.4k | 225.49 | |
| First Tr Exchange-traded Etf (CIBR) | 0.0 | $318k | 3.5k | 89.85 | |
| Ishares Tr Etf (ILF) | 0.0 | $314k | 9.3k | 33.75 | |
| BHP Billiton (BHP) | 0.0 | $314k | 3.8k | 83.31 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.0 | $313k | 11k | 29.33 | |
| Ark Etf Tr Etf (ARKW) | 0.0 | $311k | 2.1k | 144.86 | |
| Tidal Trust Ii Etf (CHAT) | 0.0 | $309k | 3.1k | 98.68 | |
| Global X Artificial Intelligence & Technology ETF Etf (AIQ) | 0.0 | $309k | 4.7k | 65.61 | |
| Duke Energy (DUK) | 0.0 | $307k | 2.4k | 126.59 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $304k | 20k | 14.88 | |
| Medtronic (MDT) | 0.0 | $303k | 3.9k | 78.23 | |
| Doordash (DASH) | 0.0 | $300k | 1.6k | 184.53 | |
| International Paper Company (IP) | 0.0 | $299k | 7.9k | 38.10 | |
| Dimensional Etf Trust Etf (DFIV) | 0.0 | $297k | 5.5k | 54.02 | |
| Comfort Systems USA (FIX) | 0.0 | $297k | 150.00 | 1981.95 | |
| Spdr Series Trust Etf (SDY) | 0.0 | $297k | 2.0k | 152.18 | |
| Royce Value Trust (RVT) | 0.0 | $296k | 16k | 18.47 | |
| Range Nuclear Renaissance Index ETF Etf (NUKZ) | 0.0 | $293k | 4.3k | 68.16 | |
| Corning Incorporated (GLW) | 0.0 | $293k | 1.1k | 255.44 | |
| Ishares Tr Etf (XJH) | 0.0 | $287k | 5.5k | 52.15 | |
| Rio Tinto Etf (RIO) | 0.0 | $285k | 3.0k | 94.93 | |
| Asml Holding (ASML) | 0.0 | $285k | 143.00 | 1989.44 | |
| Dimensional Etf Trust Etf (DFAS) | 0.0 | $283k | 3.4k | 82.34 | |
| Abrdn Palladium Etf Trust Etf (PALL) | 0.0 | $282k | 13k | 22.08 | |
| First Tr Exch Trd Alphdx Etf (FEM) | 0.0 | $281k | 8.8k | 31.99 | |
| Paccar (PCAR) | 0.0 | $278k | 2.3k | 120.12 | |
| First Tr Exchng Traded Fd Vi Etf (BUFR) | 0.0 | $277k | 7.6k | 36.53 | |
| Key (KEY) | 0.0 | $276k | 12k | 23.05 | |
| Vanguard World Etf (VSGX) | 0.0 | $273k | 3.3k | 82.34 | |
| Union Pacific Corporation (UNP) | 0.0 | $272k | 998.00 | 272.00 | |
| First Tr Viii Ft Etf (EIPI) | 0.0 | $271k | 12k | 21.84 | |
| Shopify Inc cl a (SHOP) | 0.0 | $271k | 2.4k | 114.18 | |
| Simon Property (SPG) | 0.0 | $267k | 1.2k | 223.82 | |
| Capital Group Core Equity Et Etf (CGUS) | 0.0 | $265k | 6.0k | 44.48 | |
| Southern Company (SO) | 0.0 | $264k | 2.8k | 95.74 | |
| Spdr Series Trust Etf (SPHY) | 0.0 | $259k | 11k | 23.44 | |
| Eversource Energy (ES) | 0.0 | $259k | 3.6k | 72.27 | |
| Ishares Tr Etf (REZ) | 0.0 | $257k | 2.7k | 94.69 | |
| Ishares Tr Etf (IWO) | 0.0 | $255k | 646.00 | 393.96 | |
| Ares Capital Corporation (ARCC) | 0.0 | $252k | 14k | 18.53 | |
| Vodafone Group Etf (VOD) | 0.0 | $252k | 19k | 13.22 | |
| Dbx Etf Tr Etf (RVNU) | 0.0 | $251k | 9.9k | 25.31 | |
| Putnam Etf Trust Etf (PEMX) | 0.0 | $249k | 2.7k | 91.71 | |
| Oneok (OKE) | 0.0 | $245k | 2.8k | 86.94 | |
| Spdr Series Trust Etf (XHB) | 0.0 | $244k | 2.1k | 115.56 | |
| Philip Morris International (PM) | 0.0 | $244k | 1.3k | 181.04 | |
| Republic Services (RSG) | 0.0 | $240k | 1.1k | 213.08 | |
| Danaher Corporation (DHR) | 0.0 | $240k | 1.3k | 190.48 | |
| Ishares Tr Etf (EMXF) | 0.0 | $239k | 4.1k | 57.94 | |
| Ishares Tr Etf (IWN) | 0.0 | $239k | 1.1k | 221.20 | |
| Select Sector Spdr Tr Etf (XLRE) | 0.0 | $238k | 5.4k | 44.03 | |
| Annaly Capital Management (NLY) | 0.0 | $237k | 11k | 22.36 | |
| Spdr Series Trust Etf (XBI) | 0.0 | $236k | 1.5k | 158.25 | |
| Ark Etf Tr Etf (ARKK) | 0.0 | $236k | 2.9k | 80.82 | |
| Ishares Tr Etf (ITA) | 0.0 | $233k | 961.00 | 242.42 | |
| Ishares Tr Etf (IMCG) | 0.0 | $233k | 2.4k | 98.30 | |
| Pza etf (PZA) | 0.0 | $230k | 9.8k | 23.52 | |
| Spdr Ser Tr sp500 high div (SPYD) | 0.0 | $228k | 4.8k | 47.72 | |
| Ishares Tr Etf (IJJ) | 0.0 | $228k | 1.5k | 147.73 | |
| Microchip Technology (MCHP) | 0.0 | $225k | 2.5k | 91.20 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $223k | 4.2k | 53.26 | |
| State Street Corporation (STT) | 0.0 | $218k | 1.3k | 169.60 | |
| Life Time Group Holdings (LTH) | 0.0 | $218k | 5.3k | 40.84 | |
| Managed Portfolio Ser Etf (KHPI) | 0.0 | $217k | 8.4k | 25.82 | |
| Schwab Strategic Tr Etf (SCHV) | 0.0 | $217k | 6.2k | 34.81 | |
| Dimensional Etf Trust Etf (DFIC) | 0.0 | $215k | 5.8k | 37.26 | |
| Sprott Asset Management Etf (CEF) | 0.0 | $214k | 5.3k | 40.23 | |
| State Street SPDR S&P Regional Banking ETF Etf (KRE) | 0.0 | $212k | 2.8k | 74.85 | |
| Invesco Exchange Traded Fd T Etf (PRF) | 0.0 | $209k | 3.9k | 54.04 | |
| Grayscale Bitcoin Trust Etf Etf (GBTC) | 0.0 | $208k | 4.6k | 45.52 | |
| Pacer Fds Tr Etf (COWZ) | 0.0 | $206k | 3.3k | 62.20 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $205k | 1.0k | 195.82 | |
| Shell Etf (SHEL) | 0.0 | $204k | 2.6k | 77.55 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $203k | 793.00 | 255.95 | |
| iShares Gold Trust Shares Etf (IAU) | 0.0 | $203k | 2.7k | 75.51 | |
| Liquidia Technologies (LQDA) | 0.0 | $201k | 2.5k | 79.73 | |
| Snap Inc cl a (SNAP) | 0.0 | $194k | 44k | 4.44 | |
| Blackberry (BB) | 0.0 | $175k | 14k | 12.65 | |
| MFS Municipal Income Trust (MFM) | 0.0 | $164k | 29k | 5.62 | |
| Takeda Pharmaceutical (TAK) | 0.0 | $163k | 10k | 16.03 | |
| Kalaris Therapeutics (KLRS) | 0.0 | $163k | 40k | 4.07 | |
| Crawford & Company (CRD.A) | 0.0 | $123k | 11k | 11.27 | |
| Putnam Etf Trust Etf (FTNJ) | 0.0 | $111k | 13k | 8.85 | |
| Swiss Helvetia Fund (SWZ) | 0.0 | $86k | 15k | 5.94 | |
| Waldencast Acquisition Cor A (WALD) | 0.0 | $74k | 42k | 1.76 | |
| Grab Holdings Limited Class A Ord (GRAB) | 0.0 | $73k | 19k | 3.77 | |
| Galectin Therapeutics (GALT) | 0.0 | $66k | 14k | 4.64 | |
| Nordic American Tanker Shippin (NAT) | 0.0 | $65k | 12k | 5.54 | |
| American Battery (ABAT) | 0.0 | $44k | 16k | 2.83 | |
| Bigbear Ai Hldgs (BBAI) | 0.0 | $42k | 11k | 3.67 | |
| Compass Therapeutics (CMPX) | 0.0 | $29k | 13k | 2.19 | |
| I-80 Gold Corp (IAUX) | 0.0 | $22k | 16k | 1.44 |