Fwl Investment Management

Fwl Investment Management as of Dec. 31, 2024

Portfolio Holdings for Fwl Investment Management

Fwl Investment Management holds 309 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Inc Cap Stk Cl C Stock (GOOG) 5.2 $14M 75k 190.44
Microsoft Corp Stock (MSFT) 4.8 $13M 32k 421.49
Ishares U.s. Medical Devices Etf Etf (IHI) 4.3 $12M 201k 58.35
Vaneck Gold Miners Etf Etf (GDX) 4.1 $11M 336k 33.91
Cheniere Energy Stock (LNG) 3.9 $11M 50k 214.87
Alerian Mlp Etf Etf (AMLP) 3.8 $10M 217k 48.16
Spdr Gold Shares Etf (GLD) 3.7 $10M 42k 242.13
Cyberark Software Stock (CYBR) 3.6 $10M 30k 333.15
Oracle Corp Stock (ORCL) 3.3 $9.2M 55k 166.64
Lockheed Martin Corp Stock (LMT) 3.2 $8.8M 18k 485.93
Nvidia Corporation Stock (NVDA) 3.2 $8.7M 65k 134.29
Icici Bank Adr (IBN) 3.0 $8.3M 278k 29.86
Williams Cos Stock (WMB) 2.9 $8.0M 147k 54.12
Apple Stock (AAPL) 2.8 $7.8M 31k 250.42
Datadog Inc Cl A Stock (DDOG) 2.8 $7.8M 55k 142.89
Eaton Corp Stock (ETN) 2.8 $7.6M 23k 331.87
Ishares Msci India Etf Etf (INDA) 2.7 $7.3M 139k 52.64
Amazon Stock (AMZN) 2.4 $6.5M 30k 219.39
Cameco Corp Stock (CCJ) 2.0 $5.5M 107k 51.39
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 1.9 $5.1M 56k 91.43
Invesco Qqq Trust Series I Etf (QQQ) 1.8 $4.9M 9.5k 511.23
Agnc Invt Corp Reit (AGNC) 1.8 $4.8M 524k 9.21
Emerson Elec Stock (EMR) 1.6 $4.5M 36k 123.93
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.4 $3.9M 8.7k 453.30
Jpmorgan Chase & Co Stock (JPM) 1.3 $3.6M 15k 239.71
Walmart Stock (WMT) 1.3 $3.6M 40k 90.35
Home Depot Stock (HD) 1.1 $3.0M 7.8k 388.99
Costco Whsl Corp Stock (COST) 1.0 $2.8M 3.1k 916.15
Global X Uranium Etf Etf (URA) 1.0 $2.7M 100k 26.78
Iren Limited Ordinary Shares Stock (IREN) 0.9 $2.3M 239k 9.82
Unitedhealth Group Stock (UNH) 0.8 $2.1M 4.2k 505.90
Vaneck Uranium And Nuclear Etf Etf (NLR) 0.8 $2.1M 26k 81.34
Accenture Plc Ireland Shs Class A Stock (ACN) 0.7 $2.0M 5.7k 351.78
Visa Inc Com Cl A Stock (V) 0.7 $2.0M 6.3k 316.02
Chubb Stock (CB) 0.7 $1.9M 6.7k 276.31
Mcdonalds Corp Stock (MCD) 0.7 $1.8M 6.2k 289.87
Procter And Gamble Stock (PG) 0.6 $1.8M 10k 167.66
Air Prods & Chems Stock (APD) 0.6 $1.7M 5.7k 290.03
Ishares Core S&p 500 Etf Etf (IVV) 0.6 $1.6M 2.8k 588.72
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.6 $1.6M 8.3k 188.27
General Dynamics Corp Stock (GD) 0.6 $1.5M 5.8k 263.49
Ishares Russell 1000 Growth Etf Etf (IWF) 0.6 $1.5M 3.8k 401.58
Merck & Co Stock (MRK) 0.5 $1.5M 15k 99.48
Johnson & Johnson Stock (JNJ) 0.5 $1.5M 10k 144.62
Ishares Gold Trust Etf (IAU) 0.5 $1.4M 28k 49.51
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.5 $1.4M 75k 18.70
Pepsico Stock (PEP) 0.5 $1.3M 8.6k 152.06
Invesco Nasdaq 100 Etf Etf (QQQM) 0.5 $1.3M 6.2k 210.45
Amgen Stock (AMGN) 0.5 $1.2M 4.8k 260.65
Micron Technology Stock (MU) 0.4 $1.2M 14k 84.16
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $1.1M 5.8k 189.29
Vertiv Holdings Co Com Cl A Stock (VRT) 0.4 $1.0M 9.2k 113.61
Palantir Technologies Inc Cl A Stock (PLTR) 0.3 $916k 12k 75.63
Fidelity Nasdaq Composite Index Etf Etf (ONEQ) 0.3 $778k 10k 76.06
Kratos Defense & Sec Solutions Stock (KTOS) 0.2 $650k 25k 26.38
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.2 $640k 7.8k 81.98
Itron Stock (ITRI) 0.2 $640k 5.9k 108.58
Spdr S&p Biotech Etf Etf (XBI) 0.2 $587k 6.5k 90.07
Fidelity Quality Factor Etf Etf (FQAL) 0.2 $549k 8.4k 65.43
Vanguard Growth Etf Etf (VUG) 0.2 $493k 1.2k 410.44
Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $475k 7.7k 61.34
Annaly Capital Management Reit (NLY) 0.2 $468k 26k 18.30
Schwab Charles Corp Stock (SCHW) 0.2 $467k 6.3k 74.01
Vanguard Value Etf Etf (VTV) 0.2 $462k 2.7k 169.30
Vanguard Information Technology Etf Etf (VGT) 0.2 $433k 697.00 621.80
Utilities Select Sector Spdr Fund Etf (XLU) 0.2 $419k 5.5k 75.69
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.1 $395k 7.0k 56.48
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $280k 1.6k 178.08
Ishares Mortgage Real Estate Etf Etf (REM) 0.1 $279k 13k 21.35
Vanguard Extended Duration Treasury Etf Etf (EDV) 0.1 $269k 4.0k 67.72
Expedia Group Stock (EXPE) 0.1 $250k 1.3k 186.33
Flagstar Financial Stock (FLG) 0.1 $236k 25k 9.33
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.1 $235k 2.3k 103.30
Freeport-mcmoran Inc Cl B Stock (FCX) 0.1 $235k 6.2k 38.08
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $230k 987.00 232.52
Abbvie Stock (ABBV) 0.1 $224k 1.3k 177.70
Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $215k 6.8k 31.44
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID) 0.1 $211k 1.8k 119.37
First Trust Cloud Computing Etf Etf (SKYY) 0.1 $210k 1.8k 119.13
Wisdomtree India Earnings Fund Etf (EPI) 0.1 $205k 4.5k 45.27
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $204k 8.8k 23.18
Tesla Stock (TSLA) 0.1 $204k 504.00 403.84
First Trust Capital Strength Etf Etf (FTCS) 0.1 $196k 2.2k 87.82
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $196k 2.0k 96.92
Global X Mlp Etf Etf (MLPA) 0.1 $186k 3.8k 49.42
Blackrock Municipal Income Cef 0.1 $169k 14k 12.12
Oneok Stock (OKE) 0.1 $161k 1.6k 100.40
Ishares Russell Midcap Etf Etf (IWR) 0.1 $160k 1.8k 88.40
Ishares U.s. Financials Etf Etf (IYF) 0.1 $159k 1.4k 110.58
Advanced Micro Devices Stock (AMD) 0.1 $158k 1.3k 120.79
Berkley W R Corp Stock (WRB) 0.1 $158k 2.7k 58.52
Discover Finl Svcs Stock 0.1 $157k 905.00 173.23
Vanguard Consumer Discretionary Etf Etf (VCR) 0.1 $157k 417.00 375.38
Broadcom Stock (AVGO) 0.1 $155k 670.00 231.84
Kinder Morgan Inc Del Stock (KMI) 0.1 $155k 5.6k 27.40
Ishares Msci Japan Etf Etf (EWJ) 0.1 $154k 2.3k 67.09
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $150k 1.1k 137.57
Salesforce Stock (CRM) 0.0 $137k 410.00 334.33
Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $134k 528.00 253.75
Ishares Select Dividend Etf Etf (DVY) 0.0 $133k 1.0k 131.29
Amplify Cybersecurity Etf Etf (HACK) 0.0 $131k 1.8k 74.49
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $126k 1.1k 115.24
Spdr S&p 500 Etf Trust Etf (SPY) 0.0 $126k 215.00 586.08
American Tower Corp Reit (AMT) 0.0 $123k 671.00 183.41
Cisco Sys Stock (CSCO) 0.0 $116k 2.0k 59.20
Invesco Preferred Etf Etf (PGX) 0.0 $115k 10k 11.53
Global X Mlp & Energy Infrastructure Etf Etf (MLPX) 0.0 $112k 1.9k 60.56
Invesco Phlx Semiconductor Etf Etf (SOXQ) 0.0 $102k 2.6k 39.22
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.0 $101k 2.8k 35.85
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.0 $101k 2.5k 40.41
Cms Energy Corp Stock (CMS) 0.0 $100k 1.5k 66.65
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $99k 2.1k 48.33
Nextera Energy Stock (NEE) 0.0 $99k 1.4k 71.69
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $97k 584.00 165.80
Eli Lilly & Co Stock (LLY) 0.0 $96k 124.00 772.00
Quanta Svcs Stock (PWR) 0.0 $95k 302.00 316.05
Meta Platforms Inc Cl A Stock (META) 0.0 $93k 159.00 585.51
Vistra Corp Stock (VST) 0.0 $92k 665.00 137.87
American Express Stock (AXP) 0.0 $89k 300.00 296.79
Transdigm Group Stock (TDG) 0.0 $89k 70.00 1267.29
Global X Copper Miners Etf Etf (COPX) 0.0 $85k 2.2k 38.18
Fidelity Enhanced High Yield Etf Etf (FDHY) 0.0 $84k 1.7k 48.26
Uber Technologies Stock (UBER) 0.0 $84k 1.4k 60.32
Spdr Gold Minishares Trust Etf (GLDM) 0.0 $83k 1.6k 51.99
Spdr S&p Dividend Etf Etf (SDY) 0.0 $80k 609.00 132.10
Ishares Msci Intl Momentum Factor Etf Etf (IMTM) 0.0 $79k 2.1k 37.40
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.0 $78k 1.2k 67.04
Lowes Cos Stock (LOW) 0.0 $77k 310.00 246.74
Dominion Energy Stock (D) 0.0 $75k 1.4k 53.86
Spdr Doubleline Total Return Tactical Etf Etf (TOTL) 0.0 $71k 1.8k 39.39
Mastercard Incorporated Cl A Stock (MA) 0.0 $71k 134.00 526.57
Vanguard Long-term Treasury Etf Etf (VGLT) 0.0 $70k 1.3k 55.37
Vanguard Financials Etf Etf (VFH) 0.0 $68k 574.00 118.07
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $68k 859.00 78.61
Intercontinental Exchange Stock (ICE) 0.0 $67k 450.00 149.01
Vanguard Industrials Etf Etf (VIS) 0.0 $65k 254.00 254.39
Apollo Global Mgmt Stock (APO) 0.0 $63k 381.00 165.16
Thermo Fisher Scientific Stock (TMO) 0.0 $62k 120.00 520.23
Vanguard S&p 500 Etf Etf (VOO) 0.0 $62k 115.00 538.81
Exxon Mobil Corp Stock (XOM) 0.0 $61k 565.00 107.57
First Trust Municipal High Income Etf Etf (FMHI) 0.0 $57k 1.2k 48.29
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.0 $56k 1.5k 37.42
Shopify Inc Cl A Stock (SHOP) 0.0 $56k 525.00 106.33
Prologis Reit (PLD) 0.0 $56k 528.00 105.70
Stryker Corporation Stock (SYK) 0.0 $54k 150.00 360.05
Vaneck Clo Etf Etf (CLOI) 0.0 $52k 990.00 52.77
Ishares Russell 3000 Etf Etf (IWV) 0.0 $51k 151.00 334.25
Regan Floating Rate Mbs Etf Etf (MBSF) 0.0 $50k 2.0k 25.40
Vanguard Communication Services Etf Etf (VOX) 0.0 $49k 319.00 154.96
Ishares U.s. Energy Etf Etf (IYE) 0.0 $48k 1.1k 45.57
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $44k 153.00 289.81
Public Storage Oper Reit (PSA) 0.0 $43k 144.00 299.44
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.0 $41k 665.00 62.31
Mercadolibre Stock (MELI) 0.0 $41k 24.00 1700.46
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $40k 200.00 197.49
United Rentals Stock (URI) 0.0 $39k 56.00 704.45
Novo-nordisk A S Adr (NVO) 0.0 $39k 457.00 86.02
Pool Corp Stock (POOL) 0.0 $39k 115.00 340.94
Ishares U.s. Consumer Discretionary Etf Etf (IYC) 0.0 $39k 400.00 96.14
Abbott Labs Stock (ABT) 0.0 $38k 334.00 113.11
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.0 $38k 735.00 51.14
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $37k 348.00 106.84
Invesco Dorsey Wright Smallcap Momentum Etf Etf (DWAS) 0.0 $37k 404.00 91.37
Travelers Companies Stock (TRV) 0.0 $36k 150.00 240.89
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) 0.0 $36k 820.00 44.01
Duke Energy Corp Stock (DUK) 0.0 $35k 324.00 107.74
Pnc Finl Svcs Group Stock (PNC) 0.0 $35k 180.00 192.85
Builders Firstsource Stock (BLDR) 0.0 $34k 239.00 142.93
Phillips Edison & Co Reit (PECO) 0.0 $34k 900.00 37.46
Adobe Stock (ADBE) 0.0 $33k 75.00 444.68
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $33k 375.00 87.33
Manulife Finl Corp Stock (MFC) 0.0 $33k 1.1k 30.71
Edwards Lifesciences Corp Stock (EW) 0.0 $33k 440.00 74.03
Sprouts Fmrs Mkt Stock (SFM) 0.0 $31k 247.00 127.07
Boeing Stock (BA) 0.0 $31k 177.00 177.00
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $31k 2.7k 11.38
Shake Shack Inc Cl A Stock (SHAK) 0.0 $29k 225.00 129.80
Marathon Pete Corp Stock (MPC) 0.0 $29k 209.00 139.50
Ishares S&p 100 Etf Etf (OEF) 0.0 $29k 100.00 288.85
Coinshares Valkyrie Bitcoin Miners Etf Etf (WGMI) 0.0 $29k 1.3k 22.19
Southern Stock (SO) 0.0 $29k 350.00 82.32
At&t Stock (T) 0.0 $28k 1.2k 22.77
Materials Select Sector Spdr Fund Etf (XLB) 0.0 $28k 336.00 84.14
Sprott Gold Miners Etf Etf (SGDM) 0.0 $28k 1.0k 27.76
Jpmorgan Betabuilders Usd Investment Grade Corporate Bond Etf Etf (BBCB) 0.0 $27k 612.00 44.74
Cadence Design System Stock (CDNS) 0.0 $27k 91.00 300.46
First Trust Dow Jones Internet Index Fund Etf (FDN) 0.0 $27k 111.00 243.17
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.0 $26k 648.00 40.67
Cintas Corp Stock (CTAS) 0.0 $26k 140.00 182.70
Illinois Tool Wks Stock (ITW) 0.0 $25k 100.00 253.56
International Business Machs Stock (IBM) 0.0 $24k 110.00 219.83
Vertex Pharmaceuticals Stock (VRTX) 0.0 $24k 60.00 402.70
Vanguard Short-term Treasury Etf Etf (VGSH) 0.0 $24k 414.00 58.23
Houlihan Lokey Inc Cl A Stock (HLI) 0.0 $24k 138.00 173.66
Phillips 66 Stock (PSX) 0.0 $23k 200.00 113.93
Ishares Semiconductor Etf Etf (SOXX) 0.0 $23k 105.00 215.49
Target Corp Stock (TGT) 0.0 $23k 167.00 135.18
Infosys Adr (INFY) 0.0 $22k 1.0k 21.92
Palo Alto Networks Stock (PANW) 0.0 $22k 120.00 181.96
Generac Hldgs Stock (GNRC) 0.0 $22k 140.00 155.05
Schwab Fundamental International Equity Etf Etf (FNDF) 0.0 $21k 634.00 33.19
Ishares U.s. Consumer Staples Etf Etf (IYK) 0.0 $20k 300.00 65.59
Curtiss Wright Corp Stock (CW) 0.0 $20k 55.00 354.87
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $19k 223.00 85.66
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.0 $19k 262.00 71.43
Aecom Stock (ACM) 0.0 $19k 175.00 106.82
Royal Caribbean Group Stock (RCL) 0.0 $19k 81.00 230.69
Jpmorgan U.s. Momentum Factor Etf Etf (JMOM) 0.0 $18k 314.00 58.29
Applied Matls Stock (AMAT) 0.0 $18k 112.00 162.63
Hca Healthcare Stock (HCA) 0.0 $18k 60.00 300.15
Enovix Corporation Stock (ENVX) 0.0 $18k 1.7k 10.87
Constellation Energy Corp Stock (CEG) 0.0 $18k 80.00 223.71
Avantis U.s. Large Cap Value Etf Etf (AVLV) 0.0 $18k 262.00 66.77
Ishares U.s. Healthcare Etf Etf (IYH) 0.0 $18k 300.00 58.27
Tyler Technologies Stock (TYL) 0.0 $17k 30.00 576.63
First Trust Natural Gas Etf Etf (FCG) 0.0 $17k 700.00 24.62
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.0 $17k 131.00 128.70
Linde Stock (LIN) 0.0 $17k 40.00 418.68
NVR Stock (NVR) 0.0 $16k 2.00 8179.00
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $16k 310.00 52.22
Ameriprise Finl Stock (AMP) 0.0 $16k 30.00 532.43
Parker-hannifin Corp Stock (PH) 0.0 $16k 25.00 636.04
Regeneron Pharmaceuticals Stock (REGN) 0.0 $16k 22.00 712.32
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $16k 282.00 55.45
Netflix Stock (NFLX) 0.0 $14k 16.00 891.31
Ingersoll Rand Stock (IR) 0.0 $14k 155.00 90.46
B & G Foods Stock (BGS) 0.0 $14k 2.0k 6.89
Verizon Communications Stock (VZ) 0.0 $14k 341.00 39.99
Roper Technologies Stock (ROP) 0.0 $13k 25.00 519.84
3M Stock (MMM) 0.0 $13k 100.00 129.09
S&p Global Stock (SPGI) 0.0 $13k 25.00 498.04
Ishares U.s. Pharmaceuticals Etf Etf (IHE) 0.0 $12k 180.00 65.72
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.0 $12k 232.00 50.37
Danaher Corporation Stock (DHR) 0.0 $11k 49.00 229.55
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.0 $11k 150.00 74.02
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.0 $11k 134.00 79.96
Ishares Biotechnology Etf Etf (IBB) 0.0 $11k 81.00 132.21
Ishares Msci Eafe Etf Etf (EFA) 0.0 $11k 141.00 75.61
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.0 $11k 105.00 100.12
Asml Holding N V N Y Registry Adr (ASML) 0.0 $10k 15.00 693.07
Nxp Semiconductors N V Stock (NXPI) 0.0 $10k 50.00 207.86
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.0 $10k 200.00 51.70
Metlife Stock (MET) 0.0 $9.8k 120.00 81.88
Starwood Ppty Tr Reit (STWD) 0.0 $9.5k 500.00 18.95
Allstate Corp Stock (ALL) 0.0 $9.4k 49.00 192.80
Blackrock N Y Mun Income Trust Sh Ben Int Cef (BNY) 0.0 $9.4k 925.00 10.19
Qualcomm Stock (QCOM) 0.0 $9.4k 61.00 153.62
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $8.6k 195.00 44.05
Dollar Gen Corp Stock (DG) 0.0 $8.3k 110.00 75.82
Sap Se Adr (SAP) 0.0 $8.1k 33.00 246.21
Chevron Corp Stock (CVX) 0.0 $8.1k 56.00 144.84
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $7.9k 45.00 175.22
Rb Global Stock (RBA) 0.0 $7.8k 87.00 90.21
Coca-cola Europacific Partners Stock (CCEP) 0.0 $6.9k 90.00 76.81
Unilever Adr (UL) 0.0 $6.8k 120.00 56.70
Aercap Holdings Nv Stock (AER) 0.0 $6.8k 71.00 95.70
Global X Cloud Computing Etf Etf (CLOU) 0.0 $6.7k 280.00 23.96
Ubs Group Stock (UBS) 0.0 $6.6k 219.00 30.32
Ishares Russell 2000 Etf Etf (IWM) 0.0 $6.6k 30.00 220.97
Hartford Finl Svcs Group Stock (HIG) 0.0 $6.6k 60.00 109.40
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $5.8k 65.00 89.31
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.0 $5.8k 135.00 42.61
Aflac Stock (AFL) 0.0 $5.5k 53.00 103.43
Southern Copper Corp Stock (SCCO) 0.0 $5.5k 60.00 91.13
Servicenow Stock (NOW) 0.0 $5.3k 5.00 1060.20
Totalenergies Se Adr (TTE) 0.0 $5.2k 96.00 54.50
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.0 $5.2k 151.00 34.13
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $5.0k 36.00 139.36
Booking Holdings Stock (BKNG) 0.0 $5.0k 1.00 4968.00
Equinix Reit (EQIX) 0.0 $4.7k 5.00 942.80
Citigroup Stock (C) 0.0 $4.6k 65.00 70.38
Alps/smith Core Plus Bond Etf Etf (SMTH) 0.0 $4.6k 178.00 25.58
Kkr & Co Stock (KKR) 0.0 $4.3k 29.00 147.90
Recursion Pharmaceuticals Inc Cl A Stock (RXRX) 0.0 $4.2k 625.00 6.76
Black Stone Minerals L P Com Unit Stock (BSM) 0.0 $4.2k 285.00 14.60
Crispr Therapeutics Ag Namen Akt Stock (CRSP) 0.0 $3.9k 100.00 39.36
Starbucks Corp Stock (SBUX) 0.0 $3.7k 40.00 91.25
Avantis International Equity Etf Etf (AVDE) 0.0 $3.6k 59.00 61.41
Vanguard Small Cap Value Etf Etf (VBR) 0.0 $3.6k 18.00 198.17
Public Svc Enterprise Grp Stock (PEG) 0.0 $3.4k 40.00 84.50
Ge Aerospace Stock (GE) 0.0 $3.2k 19.00 166.79
Comcast Corp New Cl A Stock (CMCSA) 0.0 $3.0k 80.00 37.52
Spdr Euro Stoxx 50 Etf Etf (FEZ) 0.0 $2.9k 60.00 48.15
Progressive Corp Stock (PGR) 0.0 $2.9k 12.00 239.58
Citizens Finl Group Stock (CFG) 0.0 $2.8k 65.00 43.75
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $2.3k 18.00 129.33
Calamos Strategic Total Return Com Sh Ben Int Cef (CSQ) 0.0 $2.0k 115.00 17.71
Angel Oak Ultrashort Income Etf Etf (UYLD) 0.0 $1.9k 38.00 51.16
United Parcel Service Inc Cl B Stock (UPS) 0.0 $1.9k 15.00 126.13
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS) 0.0 $1.9k 20.00 93.70
India Cef (IFN) 0.0 $1.8k 115.00 15.75
Solventum Corp Stock (SOLV) 0.0 $1.7k 25.00 66.08
Veralto Corp Stock (VLTO) 0.0 $1.6k 16.00 101.88
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.0 $1.5k 17.00 90.35
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.0 $1.5k 17.00 87.24
Kenvue Stock (KVUE) 0.0 $1.0k 48.00 21.35
Franklin International Aggregate Bond Etf Etf (FLIA) 0.0 $958.001000 47.00 20.38
Trimble Stock (TRMB) 0.0 $707.000000 10.00 70.70
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.0 $676.000500 15.00 45.07
Grayscale Ethereum Mini Trust Etf Etf (ETH) 0.0 $472.000500 15.00 31.47
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.0 $353.999800 14.00 25.29
Cipher Mining Stock (CIFR) 0.0 $348.000000 75.00 4.64
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $343.000000 1.00 343.00
Vanguard Mega Cap Value Etf Etf (MGV) 0.0 $250.000000 2.00 125.00
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.0 $224.000000 1.00 224.00
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.0 $168.000000 7.00 24.00
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $69.000000 3.00 23.00
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.0 $50.000000 1.00 50.00
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.0 $45.000000 1.00 45.00