FSM Wealth Advisors

FSM Wealth Advisors as of March 31, 2026

Portfolio Holdings for FSM Wealth Advisors

FSM Wealth Advisors holds 316 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 7.1 $56M 1.2M 47.82
Pimco Etf Tr Active Bd Etf (BOND) 6.4 $50M 538k 92.28
J P Morgan Exchange Traded F Active Value Etf (JAVA) 4.8 $38M 525k 71.75
Vanguard Index Fds Total Stk Mkt (VTI) 4.3 $33M 104k 320.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.1 $32M 599k 54.05
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.0 $31M 1.3M 24.75
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.9 $31M 223k 138.32
Ishares Tr Core S&p Mcp Etf (IJH) 3.1 $25M 364k 67.53
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 3.1 $24M 477k 50.98
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 2.8 $22M 235k 93.74
Ishares Tr Glb Infrastr Etf (IGF) 2.4 $19M 284k 67.00
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $19M 153k 124.31
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.4 $18M 633k 29.13
Apple (AAPL) 2.3 $18M 72k 253.79
Ishares Tr Eafe Sml Cp Etf (SCZ) 2.3 $18M 229k 78.41
NVIDIA Corporation (NVDA) 2.1 $17M 96k 174.40
Ishares Tr Global Reit Etf (REET) 2.1 $16M 652k 25.15
Ab Active Etfs Tax Aware Interm (TAFM) 1.7 $13M 532k 25.30
Microsoft Corporation (MSFT) 1.4 $11M 29k 370.17
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.3 $10M 204k 50.61
Alphabet Cap Stk Cl C (GOOG) 1.1 $8.5M 30k 286.86
Exxon Mobil Corporation (XOM) 0.9 $7.3M 43k 169.66
Alphabet Cap Stk Cl A (GOOGL) 0.9 $6.7M 23k 287.56
Progressive Corporation (PGR) 0.8 $6.3M 32k 198.24
Amazon (AMZN) 0.7 $5.7M 27k 208.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $5.6M 29k 191.92
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.7 $5.5M 163k 33.37
First Tr Exchange-traded SHS (FDL) 0.6 $4.9M 97k 50.80
Vanguard Index Fds Growth Etf (VUG) 0.6 $4.9M 11k 436.79
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $4.6M 7.1k 650.31
JPMorgan Chase & Co. (JPM) 0.6 $4.3M 15k 294.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $4.3M 9.0k 479.21
Broadcom (AVGO) 0.5 $4.2M 13k 309.51
Tesla Motors (TSLA) 0.5 $3.9M 11k 371.75
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $3.8M 38k 100.57
Ishares Tr Core S&p500 Etf (IVV) 0.5 $3.6M 5.6k 653.24
Ishares Tr Us Aer Def Etf (ITA) 0.4 $3.3M 15k 218.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $3.2M 5.5k 577.19
Sherwin-Williams Company (SHW) 0.4 $3.0M 9.3k 320.54
First Tr Exchange-traded A Com Shs (FNX) 0.4 $3.0M 23k 128.24
Spdr Series Trust State Street Spd (BIL) 0.4 $2.9M 32k 91.64
Ge Aerospace Com New (GE) 0.4 $2.9M 10k 283.78
Johnson & Johnson (JNJ) 0.3 $2.7M 11k 244.45
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.5M 4.3k 597.50
Meta Platforms Cl A (META) 0.3 $2.5M 4.4k 572.19
Ge Vernova (GEV) 0.3 $2.4M 2.8k 872.78
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.3 $2.4M 5.2k 463.23
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $2.3M 36k 64.08
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $2.2M 74k 29.08
Spdr Index Shs Fds State Street Spd (RWO) 0.3 $2.2M 47k 45.77
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $2.0M 6.0k 337.97
Chevron Corporation (CVX) 0.2 $2.0M 9.4k 206.91
Lincoln Electric Holdings (LECO) 0.2 $1.9M 7.6k 249.09
Visa Com Cl A (V) 0.2 $1.8M 6.0k 302.24
Costco Wholesale Corporation (COST) 0.2 $1.8M 1.8k 996.52
Ishares Tr National Mun Etf (MUB) 0.2 $1.8M 17k 106.15
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.7M 5.8k 298.86
Eli Lilly & Co. (LLY) 0.2 $1.7M 1.9k 919.80
Raytheon Technologies Corp (RTX) 0.2 $1.7M 8.8k 192.90
Palantir Technologies Cl A (PLTR) 0.2 $1.7M 12k 146.27
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.7M 67k 25.10
Fidelity Covington Trust Disruptive Autom (FBOT) 0.2 $1.7M 50k 33.11
Enterprise Products Partners (EPD) 0.2 $1.7M 44k 37.84
Bank of America Corporation (BAC) 0.2 $1.7M 34k 48.75
International Business Machines (IBM) 0.2 $1.6M 6.5k 242.38
Wal-Mart Stores (WMT) 0.2 $1.5M 12k 124.28
Home Depot (HD) 0.2 $1.5M 4.5k 328.90
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.4M 3.3k 430.29
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $1.4M 42k 32.95
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $1.4M 28k 48.05
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $1.3M 12k 109.69
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $1.3M 13k 100.66
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.3M 15k 90.53
Pepsi (PEP) 0.2 $1.3M 8.3k 155.28
Intuit (INTU) 0.2 $1.3M 3.0k 432.41
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.2M 3.5k 356.53
Steris Shs Usd (STE) 0.2 $1.2M 5.5k 221.13
Merck & Co (MRK) 0.2 $1.2M 10k 120.29
Ishares Core Msci Emkt (IEMG) 0.2 $1.2M 17k 69.75
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.1 $1.2M 10k 114.53
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.2M 45k 25.64
Cisco Systems (CSCO) 0.1 $1.1M 15k 77.59
Applied Materials (AMAT) 0.1 $1.1M 3.3k 341.80
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.1M 11k 106.50
Caterpillar (CAT) 0.1 $1.1M 1.6k 708.42
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $1.1M 29k 38.86
Oracle Corporation (ORCL) 0.1 $1.1M 7.6k 147.11
Abbvie (ABBV) 0.1 $1.1M 5.0k 217.47
Mastercard Incorporated Cl A (MA) 0.1 $1.1M 2.1k 499.62
Ishares Tr Global Finls Etf (IXG) 0.1 $1.1M 9.3k 114.00
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $1.0M 793.00 1320.77
Kla Corp Com New (KLAC) 0.1 $1.0M 710.00 1473.41
Philip Morris International (PM) 0.1 $1.0M 6.2k 165.34
Procter & Gamble Company (PG) 0.1 $1.0M 7.0k 144.44
Lam Research Corp Com New (LRCX) 0.1 $982k 4.6k 213.65
Netflix (NFLX) 0.1 $971k 10k 96.15
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $969k 4.6k 211.14
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $948k 8.4k 113.11
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $944k 12k 78.41
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $938k 14k 66.86
Vanguard World Inf Tech Etf (VGT) 0.1 $930k 1.3k 697.81
Marathon Petroleum Corp (MPC) 0.1 $906k 3.7k 244.20
Abbott Laboratories (ABT) 0.1 $901k 8.8k 102.67
Ishares Tr Core Msci Total (IXUS) 0.1 $882k 10k 86.64
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.1 $874k 14k 62.68
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $863k 9.7k 88.70
Coca-Cola Company (KO) 0.1 $851k 11k 76.05
FirstEnergy (FE) 0.1 $847k 17k 50.66
Bristol Myers Squibb (BMY) 0.1 $844k 14k 60.65
Astrazeneca Ord (AZN) 0.1 $834k 4.2k 197.22
Micron Technology (MU) 0.1 $833k 2.5k 337.91
Spdr Index Shs Fds State Street Spd (SPGM) 0.1 $821k 11k 75.71
At&t (T) 0.1 $816k 28k 28.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $794k 1.9k 426.42
Amgen (AMGN) 0.1 $784k 2.2k 351.88
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $777k 25k 30.68
Pfizer (PFE) 0.1 $771k 28k 28.08
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $769k 5.3k 145.79
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $765k 15k 49.89
CVS Caremark Corporation (CVS) 0.1 $756k 11k 71.82
Ishares Tr Russell 2000 Etf (IWM) 0.1 $754k 3.0k 248.01
Honeywell International (HON) 0.1 $747k 3.3k 226.02
Ishares Gold Tr Ishares New (IAU) 0.1 $728k 8.3k 88.16
Verizon Communications (VZ) 0.1 $718k 14k 50.20
Truist Financial Corp equities (TFC) 0.1 $709k 15k 45.97
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $684k 4.8k 142.42
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $676k 2.8k 237.59
Welltower Inc Com reit (WELL) 0.1 $672k 3.4k 197.71
Palo Alto Networks (PANW) 0.1 $659k 4.1k 160.32
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $657k 2.3k 287.20
Parker-Hannifin Corporation (PH) 0.1 $657k 734.00 895.00
PNC Financial Services (PNC) 0.1 $657k 3.2k 208.09
Deere & Company (DE) 0.1 $651k 1.2k 563.51
Northrop Grumman Corporation (NOC) 0.1 $648k 950.00 682.16
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $644k 2.7k 239.99
UnitedHealth (UNH) 0.1 $633k 2.3k 270.63
TJX Companies (TJX) 0.1 $629k 3.9k 159.69
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $626k 13k 48.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $624k 2.9k 217.28
Walt Disney Company (DIS) 0.1 $619k 6.4k 96.38
American Tower Reit (AMT) 0.1 $614k 3.6k 172.58
American Express Company (AXP) 0.1 $605k 2.0k 302.42
Vanguard Index Fds Small Cp Etf (VB) 0.1 $605k 2.3k 261.90
Nextera Energy (NEE) 0.1 $604k 6.5k 92.88
McDonald's Corporation (MCD) 0.1 $601k 1.9k 310.72
Chubb (CB) 0.1 $589k 1.8k 325.92
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $585k 10k 58.54
Advanced Micro Devices (AMD) 0.1 $577k 2.8k 203.40
Jack Henry & Associates (JKHY) 0.1 $575k 3.6k 158.04
Williams Companies (WMB) 0.1 $574k 7.9k 72.78
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $565k 1.8k 313.82
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $552k 3.7k 148.12
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $551k 2.6k 215.04
Totalenergies Se Act (TTE) 0.1 $551k 6.1k 90.98
Royal Caribbean Cruises (RCL) 0.1 $551k 2.0k 275.14
3M Company (MMM) 0.1 $545k 3.8k 145.22
Goldman Sachs (GS) 0.1 $542k 641.00 846.22
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $537k 7.3k 73.14
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.1 $529k 7.7k 68.91
salesforce (CRM) 0.1 $527k 2.8k 186.65
Lowe's Companies (LOW) 0.1 $521k 2.2k 236.24
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $510k 10k 50.12
Danaher Corporation (DHR) 0.1 $509k 2.7k 189.59
Charles Schwab Corporation (SCHW) 0.1 $504k 5.4k 93.98
Ametek (AME) 0.1 $501k 2.3k 214.39
Constellation Energy (CEG) 0.1 $497k 1.8k 279.29
Amplify Etf Tr Amplify Etho Cli (ETHO) 0.1 $492k 7.4k 66.08
Hilton Worldwide Holdings (HLT) 0.1 $488k 1.6k 304.14
Citigroup Com New (C) 0.1 $482k 4.2k 113.41
L3harris Technologies (LHX) 0.1 $479k 1.4k 345.23
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $476k 3.6k 132.89
Medtronic SHS (MDT) 0.1 $473k 5.5k 86.66
Vanguard Index Fds Value Etf (VTV) 0.1 $469k 2.4k 196.22
Keysight Technologies (KEYS) 0.1 $464k 1.6k 282.37
Qualcomm (QCOM) 0.1 $464k 3.6k 128.80
Lockheed Martin Corporation (LMT) 0.1 $462k 764.00 604.60
Union Pacific Corporation (UNP) 0.1 $449k 1.8k 242.59
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $448k 3.2k 138.37
Carrier Global Corporation (CARR) 0.1 $446k 7.9k 56.31
United Rentals (URI) 0.1 $439k 603.00 728.23
CSX Corporation (CSX) 0.1 $437k 11k 41.05
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $434k 8.8k 49.37
Nucor Corporation (NUE) 0.1 $430k 2.5k 169.13
Garmin SHS (GRMN) 0.1 $423k 1.8k 231.96
Thermo Fisher Scientific (TMO) 0.1 $423k 860.00 491.75
Intuitive Surgical Com New (ISRG) 0.1 $423k 917.00 460.84
Intel Corporation (INTC) 0.1 $421k 9.5k 44.13
Airbnb Com Cl A (ABNB) 0.1 $417k 3.3k 126.28
Linde SHS (LIN) 0.1 $415k 838.00 495.48
W.W. Grainger (GWW) 0.1 $410k 376.00 1090.92
Proshares Tr Ultrpro Dow30 (UDOW) 0.1 $402k 8.0k 50.18
Stryker Corporation (SYK) 0.1 $400k 1.2k 328.58
Dollar General (DG) 0.1 $400k 3.4k 118.71
Pacer Fds Tr Developed Mrkt (ICOW) 0.1 $400k 9.4k 42.44
Comfort Systems USA (FIX) 0.1 $399k 290.00 1376.68
Spdr Index Shs Fds State Street Spd (SPEM) 0.1 $398k 8.5k 46.91
Textron (TXT) 0.1 $395k 4.5k 87.56
Tc Energy Corp (TRP) 0.0 $390k 6.2k 62.60
Wells Fargo & Company (WFC) 0.0 $389k 4.9k 79.60
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $387k 6.5k 59.55
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $386k 864.00 446.70
Automatic Data Processing (ADP) 0.0 $385k 1.9k 203.17
Eaton Corp SHS (ETN) 0.0 $383k 1.1k 357.60
J P Morgan Exchange Traded F Income Etf (JPIE) 0.0 $374k 8.1k 46.07
Spdr Index Shs Fds State Street Spd (CWI) 0.0 $367k 10k 36.59
Vertiv Holdings Com Cl A (VRT) 0.0 $366k 1.5k 250.57
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $364k 13k 28.95
Vanguard World Health Car Etf (VHT) 0.0 $364k 1.3k 272.40
Gilead Sciences (GILD) 0.0 $362k 2.6k 139.37
Spdr Index Shs Fds State Street Spd (GNR) 0.0 $358k 4.8k 74.66
Ishares Tr Tips Bd Etf (TIP) 0.0 $354k 3.2k 110.37
ConocoPhillips (COP) 0.0 $352k 2.7k 132.00
Atmos Energy Corporation (ATO) 0.0 $349k 1.9k 184.69
Main Street Capital Corporation (MAIN) 0.0 $344k 6.5k 52.96
Occidental Petroleum Corporation (OXY) 0.0 $340k 5.2k 65.00
RPM International (RPM) 0.0 $340k 3.4k 99.40
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.0 $338k 3.6k 94.06
Heico Corp Cl A (HEI.A) 0.0 $336k 1.6k 211.07
Wec Energy Group (WEC) 0.0 $334k 2.9k 115.77
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $334k 8.0k 41.68
Colgate-Palmolive Company (CL) 0.0 $331k 3.9k 85.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $328k 4.4k 75.10
Target Corporation (TGT) 0.0 $327k 2.7k 121.19
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $325k 4.4k 73.90
Waste Management (WM) 0.0 $324k 1.4k 229.82
Spdr Series Trust Bloomberg Intl T (BWX) 0.0 $321k 15k 21.95
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $319k 6.5k 49.37
J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.0 $309k 4.3k 72.41
Corteva (CTVA) 0.0 $307k 3.7k 83.70
Trimble Navigation (TRMB) 0.0 $305k 4.7k 65.23
Morgan Stanley Com New (MS) 0.0 $303k 1.8k 164.55
Amphenol Corp Cl A (APH) 0.0 $301k 2.4k 126.33
Johnson Controls Internation SHS (JCI) 0.0 $301k 2.3k 130.92
S&p Global (SPGI) 0.0 $293k 688.00 425.55
Sterling Construction Company (STRL) 0.0 $292k 718.00 407.27
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $289k 2.9k 99.28
Fastenal Company (FAST) 0.0 $288k 6.2k 46.40
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $287k 9.3k 30.96
Marsh & McLennan Companies (MRSH) 0.0 $285k 1.6k 173.40
Deutsche Bk Namen Akt (DB) 0.0 $285k 9.6k 29.78
Sap Se Spon Adr (SAP) 0.0 $282k 1.6k 171.17
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $282k 7.5k 37.44
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $279k 2.6k 108.99
Intercontinental Exchange (ICE) 0.0 $279k 1.8k 157.27
Snap-on Incorporated (SNA) 0.0 $279k 768.00 363.18
Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) 0.0 $278k 4.0k 69.37
Arista Networks Com Shs (ANET) 0.0 $278k 2.3k 122.81
Metropcs Communications (TMUS) 0.0 $276k 1.3k 210.09
Texas Instruments Incorporated (TXN) 0.0 $275k 1.4k 194.07
J P Morgan Exchange Traded F Betabuilders Dev (BBAX) 0.0 $273k 4.6k 59.46
Emerson Electric (EMR) 0.0 $271k 2.1k 131.02
Paccar (PCAR) 0.0 $267k 2.3k 115.48
Autodesk (ADSK) 0.0 $263k 1.1k 239.40
Smucker J M Com New (SJM) 0.0 $262k 2.7k 96.44
Bank of New York Mellon Corporation (BK) 0.0 $262k 2.2k 118.61
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $262k 500.00 522.92
Spdr Index Shs Fds State Street Spd (GII) 0.0 $260k 3.4k 76.02
Analog Devices (ADI) 0.0 $259k 814.00 318.24
Novartis Sponsored Adr (NVS) 0.0 $258k 1.7k 152.75
Accenture Plc Ireland Shs Class A (ACN) 0.0 $257k 1.3k 198.28
BorgWarner (BWA) 0.0 $256k 4.7k 54.26
Quanta Services (PWR) 0.0 $255k 464.00 548.55
Cummins (CMI) 0.0 $253k 470.00 538.01
Nike CL B (NKE) 0.0 $253k 4.8k 52.82
Servicenow (NOW) 0.0 $252k 2.4k 104.55
Sandisk Corp (SNDK) 0.0 $251k 395.00 635.34
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $250k 2.6k 97.23
Aon Shs Cl A (AON) 0.0 $249k 771.00 322.93
First Tr Exchange-traded SHS (FVD) 0.0 $249k 5.3k 47.03
Corning Incorporated (GLW) 0.0 $248k 1.8k 135.96
Uber Technologies (UBER) 0.0 $248k 3.4k 71.92
Blackrock (BLK) 0.0 $245k 255.00 960.60
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $244k 395.00 616.70
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $243k 1.1k 213.70
Duke Energy Corp Com New (DUK) 0.0 $243k 1.9k 130.94
Cme (CME) 0.0 $242k 820.00 295.48
Cigna Corp (CI) 0.0 $242k 907.00 266.72
Curtiss-Wright (CW) 0.0 $241k 354.00 681.69
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $240k 6.2k 38.42
Hartford Financial Services (HIG) 0.0 $238k 1.8k 135.23
McKesson Corporation (MCK) 0.0 $238k 274.00 866.72
Exelon Corporation (EXC) 0.0 $237k 4.8k 49.02
Ssga Active Tr State Str My2030 (MYCJ) 0.0 $236k 9.5k 24.80
Norfolk Southern (NSC) 0.0 $236k 822.00 286.94
Starbucks Corporation (SBUX) 0.0 $236k 2.6k 89.60
Yum! Brands (YUM) 0.0 $235k 1.5k 155.45
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $235k 1.6k 146.61
Southern Company (SO) 0.0 $234k 2.4k 96.52
O'reilly Automotive (ORLY) 0.0 $233k 2.5k 92.30
Illinois Tool Works (ITW) 0.0 $231k 889.00 260.29
Boston Scientific Corporation (BSX) 0.0 $231k 3.7k 62.75
American Water Works (AWK) 0.0 $230k 1.7k 136.13
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $230k 8.0k 28.71
Travelers Companies (TRV) 0.0 $229k 785.00 291.65
Nvent Elec SHS (NVT) 0.0 $228k 1.9k 118.27
Spdr Series Trust State Street Spd (SPYX) 0.0 $226k 4.3k 53.02
Warner Bros Discovery Com Ser A (WBD) 0.0 $222k 8.1k 27.46
Motorola Solutions Com New (MSI) 0.0 $218k 502.00 434.38
Emcor (EME) 0.0 $216k 293.00 738.39
Altria (MO) 0.0 $214k 3.2k 65.99
Comcast Corp Cl A (CMCSA) 0.0 $213k 7.4k 28.71
Select Sector Spdr Tr State Street Com (XLC) 0.0 $212k 1.9k 110.86
Equinix (EQIX) 0.0 $211k 216.00 978.23
Adobe Systems Incorporated (ADBE) 0.0 $210k 865.00 243.09
Ryanair Holdings Sponsored Adr (RYAAY) 0.0 $210k 3.6k 57.80
American Electric Power Company (AEP) 0.0 $209k 1.6k 131.09
General Dynamics Corporation (GD) 0.0 $209k 609.00 343.11
Vanguard World Mega Cap Index (MGC) 0.0 $206k 873.00 236.35
Cabot Oil & Gas Corporation (CTRA) 0.0 $206k 5.9k 35.14
Anthem (ELV) 0.0 $205k 702.00 292.65
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $201k 1.1k 184.32
AES Corporation (AES) 0.0 $165k 12k 14.09
Ford Motor Company (F) 0.0 $126k 11k 11.54
Wendy's/arby's Group (WEN) 0.0 $116k 17k 6.95
Sundial Growers (SNDL) 0.0 $26k 20k 1.32
Microvision Inc Del Com New (MVIS) 0.0 $20k 31k 0.64