Foster & Motley as of June 30, 2026
Portfolio Holdings for Foster & Motley
Foster & Motley holds 405 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 |
|---|---|---|---|---|---|
| Schwab Fundamental Intl Lg Co ETF Etf (FNDF) | 6.2 | $134M | 2.5M | 52.76 | |
| Schwab International Equity ETF Etf (SCHF) | 4.2 | $90M | 3.3M | 27.70 | |
| Janus Henderson Mortgage-Backed ETF Etf (JMBS) | 3.8 | $84M | 1.9M | 44.99 | |
| Apple (AAPL) | 3.4 | $74M | 256k | 289.36 | |
| Vanguard Intl Hi Div Yld Idx ETF Etf (VYMI) | 2.8 | $60M | 614k | 98.20 | |
| Avantis Emerging Markets Equity ETF Etf (AVEM) | 2.3 | $50M | 515k | 96.49 | |
| Schwab Fundamental Emerg Mkts Lg Co ETF Etf (FNDE) | 2.3 | $49M | 1.2M | 39.68 | |
| Avantis International Equity ETF Etf (AVDE) | 2.2 | $49M | 543k | 89.20 | |
| Cambria Emerging Shareholder Yield ETF Etf (EYLD) | 2.2 | $48M | 1.0M | 45.41 | |
| Hartford Multifactor Developed Markets ETF Etf (RODM) | 1.9 | $41M | 1.0M | 40.41 | |
| Alphabet Inc Class C cs (GOOG) | 1.8 | $38M | 108k | 353.33 | |
| Schwab Intermediate-Term U.S. Trsy ETF Etf (SCHR) | 1.6 | $35M | 1.4M | 24.66 | |
| Microsoft Corporation (MSFT) | 1.5 | $32M | 86k | 373.02 | |
| Janus Henderson AAA CLO ETF Etf (JAAA) | 1.4 | $31M | 604k | 50.49 | |
| Vanguard Reit Index ETF Etf (VNQ) | 1.4 | $30M | 313k | 96.43 | |
| Vanguard Total Bond Market ETF Etf (BND) | 1.4 | $30M | 407k | 73.41 | |
| Schwab US TIPS ETF Etf (SCHP) | 1.3 | $29M | 1.1M | 26.50 | |
| Tortoise North American Pipeline Fund (TPYP) | 1.2 | $27M | 646k | 41.93 | |
| Schwab U.S. REIT ETF Etf (SCHH) | 1.0 | $22M | 945k | 23.68 | |
| Spdr S&p 500 Etf Etf (SPY) | 1.0 | $22M | 30k | 746.77 | |
| Dell Technologies (DELL) | 1.0 | $22M | 50k | 431.47 | |
| Jabil Circuit (JBL) | 0.9 | $20M | 52k | 385.48 | |
| Cisco Systems (CSCO) | 0.9 | $20M | 166k | 117.46 | |
| Schwab Fundamental US Small Company ETF Etf (FNDA) | 0.8 | $18M | 470k | 38.06 | |
| iShares Edge MSCI Multifactor USA ETF Etf (LRGF) | 0.8 | $17M | 223k | 75.63 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $17M | 51k | 327.32 | |
| Vanguard Tax-Exempt Bond Index ETF Etf (VTEB) | 0.7 | $15M | 305k | 50.58 | |
| iShares Edge MSCI Multifactor Intl ETF Etf (INTF) | 0.7 | $15M | 368k | 40.96 | |
| SPDR Barclays Cap Interm Term Corp Bond ETF Etf (SPIB) | 0.7 | $15M | 439k | 33.46 | |
| Facebook Inc cl a (META) | 0.7 | $15M | 26k | 563.30 | |
| Travel Leisure Ord (TNL) | 0.7 | $15M | 191k | 76.43 | |
| Abbvie (ABBV) | 0.7 | $15M | 58k | 251.63 | |
| Applied Materials (AMAT) | 0.7 | $14M | 20k | 723.02 | |
| Hartford Financial Services (HIG) | 0.6 | $14M | 105k | 132.52 | |
| Caterpillar (CAT) | 0.6 | $13M | 13k | 1064.93 | |
| Cummins (CMI) | 0.6 | $13M | 18k | 713.21 | |
| Kroger (KR) | 0.6 | $13M | 232k | 55.53 | |
| Pacer Fds Tr bnchmrk infra (SRVR) | 0.6 | $13M | 395k | 31.77 | |
| iShares Russell 1000 Value ETF Etf (IWD) | 0.6 | $12M | 51k | 242.43 | |
| NVIDIA Corporation (NVDA) | 0.6 | $12M | 61k | 200.09 | |
| United Rentals (URI) | 0.6 | $12M | 11k | 1132.89 | |
| Amgen (AMGN) | 0.5 | $12M | 33k | 362.11 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.5 | $12M | 95k | 124.76 | |
| Corning Incorporated (GLW) | 0.5 | $12M | 46k | 255.42 | |
| Johnson & Johnson (JNJ) | 0.5 | $12M | 45k | 253.97 | |
| Avnet (AVT) | 0.5 | $11M | 127k | 88.82 | |
| Unum (UNM) | 0.5 | $11M | 124k | 89.40 | |
| Hca Holdings (HCA) | 0.5 | $11M | 28k | 389.88 | |
| Lam Research (LRCX) | 0.5 | $11M | 25k | 433.30 | |
| General Motors Company (GM) | 0.5 | $10M | 133k | 77.08 | |
| SYNNEX Corporation (SNX) | 0.5 | $10M | 38k | 267.35 | |
| Schwab Fundamental US Large Company ETF Etf (FNDX) | 0.5 | $10M | 322k | 31.10 | |
| Pimco Etf Tr (PMBS) | 0.5 | $9.9M | 201k | 49.38 | |
| Hewlett Packard Enterprise (HPE) | 0.5 | $9.9M | 219k | 45.11 | |
| Manulife Finl Corp (MFC) | 0.5 | $9.9M | 244k | 40.51 | |
| Wisdomtree Tr em lcl debt (ELD) | 0.4 | $9.7M | 338k | 28.70 | |
| McKesson Corporation (MCK) | 0.4 | $9.7M | 13k | 755.60 | |
| Fox Corp (FOXA) | 0.4 | $9.2M | 177k | 52.16 | |
| Boyd Gaming Corporation (BYD) | 0.4 | $9.1M | 103k | 88.33 | |
| International Business Machines (IBM) | 0.4 | $8.8M | 31k | 281.20 | |
| PIMCO Intermediate Muni Bond Strgy ETF Etf (MUNI) | 0.4 | $8.8M | 167k | 52.60 | |
| MGIC Investment (MTG) | 0.4 | $8.6M | 306k | 28.20 | |
| AFLAC Incorporated (AFL) | 0.4 | $8.6M | 73k | 117.24 | |
| Pulte (PHM) | 0.4 | $8.6M | 63k | 137.21 | |
| D.R. Horton (DHI) | 0.4 | $8.6M | 53k | 162.87 | |
| Nexstar Broadcasting (NXST) | 0.4 | $8.5M | 48k | 178.60 | |
| Procter & Gamble Company (PG) | 0.4 | $8.5M | 58k | 146.64 | |
| KLA-Tencor Corporation (KLAC) | 0.4 | $8.3M | 28k | 301.72 | |
| Visa (V) | 0.4 | $8.2M | 24k | 343.10 | |
| Oracle Corporation (ORCL) | 0.4 | $8.2M | 56k | 146.55 | |
| JPMorgan Municipal ETF Etf (JMUB) | 0.4 | $8.0M | 158k | 50.65 | |
| Ameriprise Financial (AMP) | 0.4 | $7.9M | 17k | 458.74 | |
| First Trust Managed Municipal ETF Etf (FMB) | 0.4 | $7.8M | 153k | 51.37 | |
| Snap-on Incorporated (SNA) | 0.3 | $7.4M | 18k | 402.38 | |
| Allison Transmission Hldngs I (ALSN) | 0.3 | $7.3M | 65k | 112.74 | |
| MetLife (MET) | 0.3 | $7.2M | 85k | 84.61 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $7.1M | 24k | 298.07 | |
| Verizon Communications (VZ) | 0.3 | $7.1M | 168k | 42.34 | |
| Broadcom (AVGO) | 0.3 | $7.0M | 19k | 377.76 | |
| Qualcomm (QCOM) | 0.3 | $6.9M | 37k | 184.79 | |
| Wal-Mart Stores (WMT) | 0.3 | $6.7M | 59k | 113.26 | |
| Steel Dynamics (STLD) | 0.3 | $6.7M | 29k | 229.46 | |
| iShares MSCI EAFE ETF Etf (EFA) | 0.3 | $6.4M | 62k | 103.88 | |
| UGI Corporation (UGI) | 0.3 | $6.4M | 184k | 34.54 | |
| Paccar (PCAR) | 0.3 | $6.4M | 53k | 120.13 | |
| Toyota Motor Corporation Adr (TM) | 0.3 | $6.2M | 37k | 168.41 | |
| Travelers Companies (TRV) | 0.3 | $6.2M | 19k | 330.11 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $6.2M | 12k | 509.27 | |
| General Dynamics Corporation (GD) | 0.3 | $6.1M | 17k | 354.27 | |
| National Fuel Gas (NFG) | 0.3 | $6.0M | 78k | 77.21 | |
| Equitable Holdings (EQH) | 0.3 | $5.8M | 133k | 43.88 | |
| Exxon Mobil Corp | 0.3 | $5.8M | 43k | 136.71 | |
| iShares MBS Bond ETF Etf (MBB) | 0.3 | $5.8M | 62k | 94.52 | |
| Cardinal Health (CAH) | 0.3 | $5.7M | 24k | 237.57 | |
| Target Corporation (TGT) | 0.3 | $5.7M | 44k | 130.61 | |
| Synchrony Financial (SYF) | 0.2 | $5.4M | 71k | 76.04 | |
| Chevron Corporation (CVX) | 0.2 | $5.3M | 32k | 165.75 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $5.2M | 21k | 255.65 | |
| Te Connectivity (TEL) | 0.2 | $5.1M | 25k | 201.63 | |
| CF Industries Holdings (CF) | 0.2 | $4.9M | 46k | 108.26 | |
| Merck & Co (MRK) | 0.2 | $4.9M | 38k | 128.49 | |
| Valero Energy Corporation (VLO) | 0.2 | $4.9M | 19k | 260.47 | |
| EOG Resources (EOG) | 0.2 | $4.8M | 37k | 129.73 | |
| NetApp (NTAP) | 0.2 | $4.8M | 31k | 154.76 | |
| Goldman Sachs (GS) | 0.2 | $4.7M | 4.7k | 1011.39 | |
| Owens Corning (OC) | 0.2 | $4.7M | 30k | 158.94 | |
| Cirrus Logic (CRUS) | 0.2 | $4.7M | 32k | 148.54 | |
| Belden (BDC) | 0.2 | $4.6M | 39k | 119.90 | |
| Omni (OMC) | 0.2 | $4.5M | 62k | 72.83 | |
| Vontier Corporation (VNT) | 0.2 | $4.5M | 155k | 29.00 | |
| Nucor Corporation (NUE) | 0.2 | $4.3M | 20k | 222.75 | |
| Prudential Financial (PRU) | 0.2 | $4.3M | 40k | 107.92 | |
| Dick's Sporting Goods (DKS) | 0.2 | $4.1M | 18k | 226.82 | |
| Pfizer (PFE) | 0.2 | $4.1M | 168k | 24.08 | |
| Taylor Morrison Hom (TMHC) | 0.2 | $4.0M | 56k | 71.74 | |
| iShares Natl Amt-Free Muni Bond ETF Etf (MUB) | 0.2 | $4.0M | 37k | 107.61 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $3.9M | 11k | 357.35 | |
| Vanguard Interm-Tm Govt Bd Inx ETF Etf (VGIT) | 0.2 | $3.8M | 65k | 58.99 | |
| Verisign (VRSN) | 0.2 | $3.7M | 15k | 251.57 | |
| Invesco FTSE RAFI Emerging Markets ETF Etf (PXH) | 0.2 | $3.7M | 132k | 27.88 | |
| Pgim Aaa Clo Etf Etf (PAAA) | 0.2 | $3.6M | 71k | 51.27 | |
| iShares Barclays TIPS Bond Etf (TIP) | 0.2 | $3.6M | 33k | 109.44 | |
| Real Estate Select Sect Spdr (XLRE) | 0.2 | $3.6M | 81k | 44.03 | |
| J.M. Smucker Company (SJM) | 0.2 | $3.6M | 32k | 112.51 | |
| Quest Diagnostics Incorporated (DGX) | 0.2 | $3.5M | 17k | 211.94 | |
| Sanmina (SANM) | 0.2 | $3.5M | 14k | 253.11 | |
| Reliance Steel & Aluminum (RS) | 0.2 | $3.4M | 9.2k | 373.57 | |
| Union Pacific Corporation (UNP) | 0.2 | $3.4M | 13k | 272.02 | |
| Novartis A G Adr (NVS) | 0.2 | $3.4M | 21k | 156.71 | |
| Vanguard Emerging Markets Stock ETF Etf (VWO) | 0.2 | $3.3M | 56k | 59.70 | |
| American International (AIG) | 0.2 | $3.3M | 44k | 74.53 | |
| Lowe's Companies (LOW) | 0.2 | $3.3M | 15k | 220.46 | |
| Bristol Myers Squibb (BMY) | 0.1 | $3.3M | 57k | 57.62 | |
| AutoNation (AN) | 0.1 | $3.2M | 18k | 185.80 | |
| Leidos Holdings (LDOS) | 0.1 | $3.2M | 31k | 102.98 | |
| Ingredion Incorporated (INGR) | 0.1 | $3.2M | 34k | 94.71 | |
| Principal Financial (PFG) | 0.1 | $3.2M | 30k | 107.78 | |
| Edison International (EIX) | 0.1 | $3.2M | 43k | 74.45 | |
| Vanguard Small Cap Value ETF Etf (VBR) | 0.1 | $3.1M | 13k | 242.95 | |
| Molson Coors Brewing Company (TAP) | 0.1 | $3.1M | 79k | 38.96 | |
| At&t (T) | 0.1 | $3.0M | 144k | 20.70 | |
| Eaton (ETN) | 0.1 | $3.0M | 7.0k | 426.15 | |
| U.S. Bancorp (USB) | 0.1 | $3.0M | 49k | 60.41 | |
| Arrow Electronics (ARW) | 0.1 | $2.9M | 14k | 213.42 | |
| Tapestry (TPR) | 0.1 | $2.9M | 20k | 146.39 | |
| Match Group (MTCH) | 0.1 | $2.9M | 75k | 38.05 | |
| Sensata Technolo (ST) | 0.1 | $2.8M | 58k | 47.74 | |
| Amdocs Ltd ord (DOX) | 0.1 | $2.7M | 54k | 50.53 | |
| SPDR Portfolio High Yield Bond ETF Etf (SPHY) | 0.1 | $2.7M | 114k | 23.44 | |
| iShares 0-3 Month Treasury Bond ETF Etf (SGOV) | 0.1 | $2.6M | 26k | 100.67 | |
| Accenture (ACN) | 0.1 | $2.6M | 21k | 124.44 | |
| Kraft Heinz (KHC) | 0.1 | $2.6M | 111k | 23.62 | |
| Regions Financial Corporation (RF) | 0.1 | $2.5M | 84k | 30.20 | |
| Group 1 Automotive (GPI) | 0.1 | $2.5M | 8.7k | 291.23 | |
| TJX Companies (TJX) | 0.1 | $2.5M | 17k | 151.51 | |
| iShares Emerging Markets Local Currency Bond ETF Etf (LEMB) | 0.1 | $2.5M | 58k | 42.42 | |
| Cognizant Technology Solutions (CTSH) | 0.1 | $2.5M | 64k | 38.73 | |
| Vanguard Russell 1000 ETF Etf (VONE) | 0.1 | $2.3M | 6.9k | 338.72 | |
| Crown Holdings (CCK) | 0.1 | $2.3M | 21k | 111.80 | |
| Masco Corporation (MAS) | 0.1 | $2.3M | 28k | 81.38 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $2.2M | 4.5k | 501.45 | |
| GlaxoSmithKline Adr (GSK) | 0.1 | $2.2M | 43k | 52.42 | |
| Equinor ASA Adr (EQNR) | 0.1 | $2.2M | 71k | 31.40 | |
| BorgWarner (BWA) | 0.1 | $2.1M | 31k | 66.39 | |
| Tor Dom Bk Cad (TD) | 0.1 | $2.0M | 17k | 121.44 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $2.0M | 4.1k | 500.37 | |
| Science App Int'l (SAIC) | 0.1 | $2.0M | 19k | 110.41 | |
| NRG Energy (NRG) | 0.1 | $2.0M | 14k | 146.09 | |
| iShares Core MSCI EAFE ETF Etf (IEFA) | 0.1 | $2.0M | 21k | 96.60 | |
| Halozyme Therapeutics (HALO) | 0.1 | $2.0M | 26k | 78.27 | |
| Best Buy (BBY) | 0.1 | $2.0M | 26k | 75.90 | |
| Amkor Technology (AMKR) | 0.1 | $1.9M | 23k | 86.21 | |
| Encana Corporation (OVV) | 0.1 | $1.9M | 37k | 52.64 | |
| Morgan Stanley (MS) | 0.1 | $1.9M | 9.1k | 209.08 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.9M | 9.9k | 189.76 | |
| CVS Caremark Corporation (CVS) | 0.1 | $1.8M | 18k | 103.44 | |
| Medtronic (MDT) | 0.1 | $1.8M | 23k | 78.22 | |
| Suncor Energy (SU) | 0.1 | $1.8M | 33k | 53.69 | |
| Hp (HPQ) | 0.1 | $1.8M | 80k | 21.94 | |
| Old Republic International Corporation (ORI) | 0.1 | $1.7M | 43k | 40.91 | |
| Cdw (CDW) | 0.1 | $1.7M | 12k | 140.68 | |
| Williams-Sonoma (WSM) | 0.1 | $1.7M | 7.1k | 233.06 | |
| Fnf (FNF) | 0.1 | $1.6M | 35k | 47.15 | |
| CSX Corporation (CSX) | 0.1 | $1.6M | 35k | 47.54 | |
| McDonald's Corporation (MCD) | 0.1 | $1.6M | 6.1k | 270.27 | |
| Tenet Healthcare Corporation (THC) | 0.1 | $1.6M | 8.7k | 187.04 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $1.6M | 21k | 76.42 | |
| Kinder Morgan (KMI) | 0.1 | $1.6M | 49k | 31.97 | |
| Gilead Sciences (GILD) | 0.1 | $1.5M | 12k | 126.33 | |
| AmerisourceBergen (COR) | 0.1 | $1.5M | 5.3k | 283.05 | |
| iShares Core S&P 500 ETF Etf (IVV) | 0.1 | $1.5M | 2.0k | 748.75 | |
| Textron (TXT) | 0.1 | $1.5M | 16k | 91.72 | |
| PriceSmart (PSMT) | 0.1 | $1.5M | 7.6k | 195.36 | |
| Pacira Pharmaceuticals (PCRX) | 0.1 | $1.5M | 58k | 25.37 | |
| T. Rowe Price (TROW) | 0.1 | $1.5M | 13k | 113.69 | |
| Exelon Corporation (EXC) | 0.1 | $1.5M | 31k | 46.61 | |
| Clear Secure (YOU) | 0.1 | $1.4M | 26k | 55.72 | |
| Chubb (CB) | 0.1 | $1.4M | 4.2k | 340.82 | |
| Infosys Adr (INFY) | 0.1 | $1.4M | 136k | 10.49 | |
| Vanguard Value ETF Etf (VTV) | 0.1 | $1.4M | 6.5k | 217.87 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $1.4M | 18k | 77.52 | |
| FedEx Corporation (FDX) | 0.1 | $1.4M | 4.4k | 313.07 | |
| Patrick Industries (PATK) | 0.1 | $1.3M | 15k | 89.80 | |
| Expeditors International of Washington (EXPD) | 0.1 | $1.3M | 8.2k | 162.94 | |
| iShares JPMorgan USD Emerg Markets Bond ETF Etf (EMB) | 0.1 | $1.3M | 14k | 96.42 | |
| LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) | 0.1 | $1.3M | 14k | 94.01 | |
| Entergy Corporation (ETR) | 0.1 | $1.3M | 12k | 114.90 | |
| Janus Henderson Group Plc Ord | 0.1 | $1.3M | 25k | 51.95 | |
| Core & Main (CNM) | 0.1 | $1.3M | 27k | 48.24 | |
| Schwab U.S. Dividend Equity ETF Etf (SCHD) | 0.1 | $1.3M | 40k | 31.71 | |
| UnitedHealth (UNH) | 0.1 | $1.2M | 2.9k | 415.55 | |
| Labcorp Holdings (LH) | 0.1 | $1.2M | 4.3k | 280.11 | |
| Nortonlifelock (GEN) | 0.1 | $1.2M | 48k | 24.89 | |
| Total SA Ads (TTE) | 0.1 | $1.2M | 15k | 77.75 | |
| Cabot Corporation (CBT) | 0.1 | $1.2M | 13k | 90.78 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | 2.3k | 509.60 | |
| Franklin Resources (BEN) | 0.1 | $1.2M | 36k | 33.26 | |
| Invesco FTSE RAFI Dev Mkts ex-US ETF Etf (PXF) | 0.1 | $1.2M | 16k | 75.67 | |
| Amazon (AMZN) | 0.1 | $1.2M | 4.9k | 238.25 | |
| Aptiv Holdings (APTV) | 0.1 | $1.2M | 19k | 61.36 | |
| Vanguard Total Stock Market ETF Etf (VTI) | 0.1 | $1.1M | 3.1k | 369.93 | |
| Home Depot (HD) | 0.1 | $1.1M | 3.2k | 352.63 | |
| Encompass Health Corp (EHC) | 0.1 | $1.1M | 11k | 101.08 | |
| Dimensional Emerging Core Equity Market ETF Etf (DFAE) | 0.0 | $1.1M | 27k | 40.20 | |
| Lear Corporation (LEA) | 0.0 | $1.1M | 7.9k | 134.11 | |
| Constellation Energy (CEG) | 0.0 | $1.1M | 4.3k | 248.30 | |
| Bank Ozk (OZK) | 0.0 | $1.1M | 20k | 52.07 | |
| Reinsurance Group of America (RGA) | 0.0 | $1.0M | 4.9k | 212.56 | |
| Vanguard Dividend Appreciation ETF Etf (VIG) | 0.0 | $1.0M | 4.4k | 236.63 | |
| VanEck Vectors Junior Gold Miners ETF Etf (GDXJ) | 0.0 | $1.0M | 11k | 98.24 | |
| Industries N shs - a - (LYB) | 0.0 | $1.0M | 19k | 52.63 | |
| Honda Motor (HMC) | 0.0 | $1.0M | 38k | 27.12 | |
| Cigna Corp (CI) | 0.0 | $1.0M | 3.7k | 275.81 | |
| Vanguard S&P 500 ETF Etf (VOO) | 0.0 | $993k | 1.4k | 686.72 | |
| Carlisle Companies (CSL) | 0.0 | $991k | 2.7k | 362.74 | |
| Illinois Tool Works (ITW) | 0.0 | $990k | 3.7k | 270.34 | |
| Eli Lilly & Co. (LLY) | 0.0 | $977k | 814.00 | 1200.25 | |
| Capital One Financial (COF) | 0.0 | $974k | 4.9k | 200.62 | |
| Wells Fargo & Company (WFC) | 0.0 | $973k | 12k | 82.65 | |
| AutoZone (AZO) | 0.0 | $968k | 303.00 | 3194.72 | |
| Comcast Corporation (CMCSA) | 0.0 | $963k | 39k | 24.54 | |
| Everest Re Group (EG) | 0.0 | $944k | 2.6k | 357.17 | |
| Ge Vernova (GEV) | 0.0 | $942k | 802.00 | 1174.56 | |
| VanEck Vectors High-Yield Muni ETF Etf (HYD) | 0.0 | $942k | 18k | 51.53 | |
| iShares MSCI EAFE Min Volatility ETF Etf (EFAV) | 0.0 | $937k | 11k | 87.73 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $926k | 52k | 17.72 | |
| Academy Sports & Outdoor (ASO) | 0.0 | $910k | 19k | 47.11 | |
| Automatic Data Processing (ADP) | 0.0 | $909k | 4.1k | 224.00 | |
| Hf Sinclair Corp (DINO) | 0.0 | $888k | 13k | 69.64 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $887k | 1.9k | 477.39 | |
| iShares MSCI Emerging Markets Index ETF Etf (EEM) | 0.0 | $882k | 13k | 68.40 | |
| JPMorgan Ultra-Short Income ETF Etf (JPST) | 0.0 | $880k | 17k | 50.55 | |
| Deere & Company (DE) | 0.0 | $877k | 1.4k | 634.59 | |
| Fifth Third Ban (FITB) | 0.0 | $861k | 15k | 56.36 | |
| InterDigital (IDCC) | 0.0 | $860k | 3.0k | 283.17 | |
| Canadian Natural Resources (CNQ) | 0.0 | $848k | 22k | 39.48 | |
| Honeywell International (HON) | 0.0 | $836k | 3.7k | 223.95 | |
| Warrior Met Coal (HCC) | 0.0 | $829k | 10k | 81.16 | |
| iShares Edge MSCI Mltfct USA SmCp ETF Etf (SMLF) | 0.0 | $827k | 9.3k | 89.13 | |
| Becton, Dickinson and (BDX) | 0.0 | $825k | 5.5k | 151.32 | |
| Honeywell Aerospace (HONA) | 0.0 | $822k | 3.7k | 221.15 | |
| Sprouts Fmrs Mkt (SFM) | 0.0 | $805k | 9.5k | 84.59 | |
| Progressive Corporation (PGR) | 0.0 | $805k | 3.7k | 218.57 | |
| BP Adr (BP) | 0.0 | $799k | 22k | 36.96 | |
| Bank of America Corporation (BAC) | 0.0 | $792k | 14k | 57.01 | |
| Popular (BPOP) | 0.0 | $780k | 4.8k | 164.18 | |
| Seagate Technology (STX) | 0.0 | $772k | 800.00 | 965.00 | |
| Dole (DOLE) | 0.0 | $772k | 56k | 13.73 | |
| iShares Core S&P Mid-Cap ETF Etf (IJH) | 0.0 | $768k | 10k | 77.07 | |
| Albertsons Companies Cl A Ord (ACI) | 0.0 | $759k | 56k | 13.53 | |
| Range Resources (RRC) | 0.0 | $758k | 20k | 37.18 | |
| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $727k | 4.5k | 162.13 | |
| Murphy Oil Corporation (MUR) | 0.0 | $718k | 22k | 32.55 | |
| Vishay Intertechnology (VSH) | 0.0 | $716k | 13k | 53.79 | |
| Bunge (BG) | 0.0 | $715k | 6.7k | 106.76 | |
| Global X MLP & Energy Infrastructure ETF Etf (MLPX) | 0.0 | $710k | 9.6k | 73.64 | |
| Microchip Technology (MCHP) | 0.0 | $696k | 7.6k | 91.24 | |
| Oasis Petroleum (CHRD) | 0.0 | $695k | 6.1k | 114.29 | |
| Pepsi (PEP) | 0.0 | $692k | 5.1k | 135.34 | |
| Harmony Biosciences Hldgs In (HRMY) | 0.0 | $687k | 19k | 36.41 | |
| Truist Financial Corp equities (TFC) | 0.0 | $685k | 14k | 49.83 | |
| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 0.0 | $676k | 8.2k | 82.85 | |
| iShares Gold Trust ETF Etf (IAU) | 0.0 | $673k | 8.9k | 75.50 | |
| Schwab US Broad Mkt ETF Etf (SCHB) | 0.0 | $672k | 23k | 28.97 | |
| Otter Tail Corporation (OTTR) | 0.0 | $650k | 7.2k | 89.99 | |
| John Wiley & Sons (WLY) | 0.0 | $641k | 13k | 48.49 | |
| WESCO International (WCC) | 0.0 | $636k | 1.8k | 345.46 | |
| Invesco QQQ ETF Etf (QQQ) | 0.0 | $632k | 858.00 | 736.60 | |
| 3M Company (MMM) | 0.0 | $624k | 3.9k | 161.91 | |
| CMS Energy Corporation (CMS) | 0.0 | $614k | 8.0k | 76.47 | |
| Doubleline Income Solutions (DSL) | 0.0 | $607k | 55k | 11.07 | |
| Gulfport Energy Corp (GPOR) | 0.0 | $604k | 3.6k | 169.71 | |
| Lennar Corporation (LEN) | 0.0 | $601k | 6.6k | 90.43 | |
| Hasbro (HAS) | 0.0 | $600k | 7.3k | 82.61 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $594k | 3.2k | 185.10 | |
| MasterCard Incorporated (MA) | 0.0 | $587k | 1.1k | 513.56 | |
| Henry Schein (HSIC) | 0.0 | $579k | 6.9k | 83.45 | |
| State Street Corporation (STT) | 0.0 | $577k | 3.4k | 169.71 | |
| Intuitive Surgical (ISRG) | 0.0 | $576k | 1.4k | 397.79 | |
| Oshkosh Corporation (OSK) | 0.0 | $575k | 3.7k | 153.54 | |
| iShares S&P Small-Cap ETF Etf (IJR) | 0.0 | $575k | 3.9k | 148.39 | |
| Sylvamo Corp (SLVM) | 0.0 | $565k | 15k | 37.78 | |
| Commercial Metals Company (CMC) | 0.0 | $559k | 8.9k | 62.75 | |
| VanEck Vectors Gold Miners ETF Etf (GDX) | 0.0 | $557k | 7.4k | 75.52 | |
| American Express Company (AXP) | 0.0 | $557k | 1.6k | 338.19 | |
| iShares Trust - U.S. Treasury Bond ETF Etf (GOVT) | 0.0 | $557k | 25k | 22.76 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $555k | 567.00 | 978.84 | |
| Invesco FTSE RAFI US 1000 ETF Etf (PRF) | 0.0 | $548k | 10k | 54.03 | |
| Oge Energy Corp (OGE) | 0.0 | $546k | 11k | 48.66 | |
| SPDR Gold Trust (GLD) | 0.0 | $546k | 1.5k | 368.17 | |
| Ford Motor Company (F) | 0.0 | $546k | 39k | 13.90 | |
| Phillips 66 (PSX) | 0.0 | $545k | 3.2k | 168.99 | |
| SYSCO Corporation (SYY) | 0.0 | $539k | 6.4k | 83.63 | |
| Electronic Arts (EA) | 0.0 | $536k | 2.6k | 205.13 | |
| Avantis All Equity Markets ETF Etf (AVGE) | 0.0 | $534k | 5.4k | 99.09 | |
| Cal-Maine Foods (CALM) | 0.0 | $527k | 6.5k | 80.59 | |
| Citigroup (C) | 0.0 | $504k | 3.6k | 140.08 | |
| Sonoco Products Company (SON) | 0.0 | $503k | 8.9k | 56.32 | |
| Crocs (CROX) | 0.0 | $502k | 4.2k | 120.67 | |
| Stryker Corporation (SYK) | 0.0 | $502k | 1.6k | 314.73 | |
| iShares Short-Term National Muni Bond ETF Etf (SUB) | 0.0 | $499k | 4.7k | 106.46 | |
| JPMorgan Diversified Return U.S. Equity ETF Etf (JPUS) | 0.0 | $496k | 3.5k | 140.15 | |
| Viatris (VTRS) | 0.0 | $487k | 31k | 15.88 | |
| Petroleo Brasileiro Adr (PBR) | 0.0 | $476k | 30k | 16.15 | |
| Vanguard Total International Stock ETF Etf (VXUS) | 0.0 | $462k | 5.4k | 85.51 | |
| Carrier Global Corporation (CARR) | 0.0 | $457k | 6.2k | 73.32 | |
| Newmont Mining Corporation (NEM) | 0.0 | $445k | 4.8k | 93.49 | |
| SPDR DJ Wilshire Large Cap (SPYM) | 0.0 | $445k | 5.1k | 87.96 | |
| Schwab Emerging Mkts Equity ETF Etf (SCHE) | 0.0 | $444k | 12k | 36.28 | |
| iShares Russell 1000 Growth ETF Etf (IWF) | 0.0 | $442k | 3.6k | 124.05 | |
| G-III Apparel (GIII) | 0.0 | $441k | 13k | 33.75 | |
| Vanguard Information Technology ETF Etf (VGT) | 0.0 | $436k | 3.7k | 119.42 | |
| Duke Energy (DUK) | 0.0 | $431k | 3.4k | 126.58 | |
| Costco Wholesale Corporation (COST) | 0.0 | $429k | 459.00 | 934.64 | |
| iShares Russell 1000 ETF Etf (IWB) | 0.0 | $424k | 1.0k | 409.27 | |
| Consolidated Edison (ED) | 0.0 | $418k | 3.8k | 110.61 | |
| Sonic Automotive (SAH) | 0.0 | $418k | 4.9k | 84.77 | |
| General Mills (GIS) | 0.0 | $413k | 12k | 34.81 | |
| Tyson Foods (TSN) | 0.0 | $411k | 7.2k | 57.27 | |
| Walt Disney Company (DIS) | 0.0 | $409k | 4.3k | 96.17 | |
| Iron Mountain (IRM) | 0.0 | $406k | 3.2k | 126.36 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $406k | 1.4k | 281.36 | |
| Ringcentral (RNG) | 0.0 | $394k | 10k | 38.95 | |
| American Electric Power Company (AEP) | 0.0 | $388k | 2.8k | 136.72 | |
| Vanguard FTSE Developed Markets ETF Etf (VEA) | 0.0 | $379k | 5.3k | 71.25 | |
| Sally Beauty Holdings (SBH) | 0.0 | $374k | 27k | 14.12 | |
| ConocoPhillips (COP) | 0.0 | $372k | 3.6k | 103.94 | |
| Murphy Usa (MUSA) | 0.0 | $371k | 689.00 | 538.46 | |
| KB Home (KBH) | 0.0 | $369k | 5.9k | 62.62 | |
| Amcor (AMCR) | 0.0 | $369k | 8.5k | 43.38 | |
| United Parcel Service (UPS) | 0.0 | $368k | 3.4k | 107.57 | |
| Dover Corporation (DOV) | 0.0 | $361k | 1.6k | 224.36 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $360k | 2.5k | 142.12 | |
| Vanguard Mid Cap ETF Etf (VO) | 0.0 | $354k | 4.4k | 80.60 | |
| Nutrien (NTR) | 0.0 | $342k | 5.4k | 63.03 | |
| iShares Russell 2000 ETF Etf (IWM) | 0.0 | $340k | 1.1k | 300.62 | |
| Bank of New York Mellon Corporation (BNY) | 0.0 | $339k | 2.3k | 144.75 | |
| PNC Financial Services (PNC) | 0.0 | $338k | 1.4k | 246.00 | |
| LKQ Corporation (LKQ) | 0.0 | $336k | 13k | 26.32 | |
| Abbott Laboratories (ABT) | 0.0 | $336k | 3.7k | 90.71 | |
| Schwab Fundamental US Broad Mkt ETF Etf (FNDB) | 0.0 | $320k | 11k | 30.45 | |
| Ross Stores (ROST) | 0.0 | $320k | 1.5k | 212.77 | |
| WisdomTree LargeCap Dividend ETF Etf (DLN) | 0.0 | $315k | 3.3k | 96.21 | |
| PPG Industries (PPG) | 0.0 | $315k | 2.6k | 121.29 | |
| Valaris (VAL) | 0.0 | $314k | 4.3k | 72.60 | |
| Dimensional World Equity ETF Etf (DFAW) | 0.0 | $314k | 3.8k | 82.89 | |
| iShares Silver Trust Etf (SLV) | 0.0 | $313k | 5.9k | 53.46 | |
| ConAgra Foods (CAG) | 0.0 | $313k | 23k | 13.46 | |
| iShares S&P Small-Cap 600 Value ETF Etf (IJS) | 0.0 | $306k | 2.2k | 136.73 | |
| iShares Russell Mid-cap Value ETF Etf (IWS) | 0.0 | $305k | 1.9k | 164.33 | |
| Dimensional Emerging Markets Etf (DFEM) | 0.0 | $298k | 7.3k | 40.64 | |
| Teradata Corporation (TDC) | 0.0 | $289k | 8.3k | 34.66 | |
| First Trust Nasdaq Semiconductor ETF Etf (FTXL) | 0.0 | $284k | 997.00 | 284.85 | |
| Public Service Enterprise (PEG) | 0.0 | $275k | 3.4k | 81.29 | |
| VanEck Long Muni ETF Etf (MLN) | 0.0 | $271k | 15k | 17.80 | |
| SPDR Portfolio Mortgage Backed Bond ETF Etf (SPMB) | 0.0 | $269k | 12k | 22.35 | |
| Devon Energy Corporation (DVN) | 0.0 | $266k | 6.4k | 41.29 | |
| Allstate Corporation (ALL) | 0.0 | $264k | 1.1k | 238.27 | |
| Coca-Cola Company (KO) | 0.0 | $263k | 3.2k | 81.20 | |
| Bloom Energy Corp (BE) | 0.0 | $257k | 850.00 | 302.35 | |
| Republic Services (RSG) | 0.0 | $256k | 1.2k | 212.80 | |
| Vanguard Large Cap ETF Etf (VV) | 0.0 | $255k | 741.00 | 344.13 | |
| iShares S&P 100 ETF Etf (OEF) | 0.0 | $255k | 696.00 | 366.38 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $252k | 2.3k | 109.95 | |
| Philip Morris International (PM) | 0.0 | $247k | 1.4k | 180.82 | |
| Scorpio Tankers (STNG) | 0.0 | $243k | 3.5k | 69.25 | |
| First Trust Dow Jones Internet Index ETF Etf (FDN) | 0.0 | $241k | 911.00 | 264.54 | |
| Universal Health Services (UHS) | 0.0 | $240k | 1.6k | 148.88 | |
| Trane Technologies (TT) | 0.0 | $238k | 484.00 | 491.74 | |
| Canadian Natl Ry (CNI) | 0.0 | $238k | 2.0k | 119.48 | |
| Norfolk Southern (NSC) | 0.0 | $235k | 748.00 | 314.17 | |
| Zimmer Holdings (ZBH) | 0.0 | $232k | 2.7k | 86.21 | |
| SPDR Nuveen S&P High Yield Muni Bond ETF Etf (HYMB) | 0.0 | $230k | 9.0k | 25.48 | |
| Vanguard Small Cap ETF Etf (VB) | 0.0 | $223k | 734.00 | 303.81 | |
| Apa Corporation (APA) | 0.0 | $218k | 6.7k | 32.51 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $216k | 3.6k | 60.66 | |
| Waters Corporation (WAT) | 0.0 | $215k | 573.00 | 375.22 | |
| Micron Technology (MU) | 0.0 | $214k | 185.00 | 1156.76 | |
| W.W. Grainger (GWW) | 0.0 | $208k | 153.00 | 1359.48 | |
| iShares S&P Mid-Cap 400 Value ETF Etf (IJJ) | 0.0 | $207k | 1.4k | 147.86 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $206k | 414.00 | 497.58 | |
| Fidelity MSCI Real Estate Index ETF Etf (FREL) | 0.0 | $204k | 6.9k | 29.36 | |
| Organon & Co (OGN) | 0.0 | $175k | 13k | 13.55 | |
| Silverback Therapeutics (SPRY) | 0.0 | $118k | 15k | 7.98 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $115k | 11k | 10.59 |