Gallagher Fiduciary Advisors

Gallagher Fiduciary Advisors as of Sept. 30, 2025

Portfolio Holdings for Gallagher Fiduciary Advisors

Gallagher Fiduciary Advisors holds 306 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
McDonald's Corporation (MCD) 51.1 $1.4B 4.6M 303.89
PG&E Corporation (PCG) 11.1 $302M 20M 15.08
Delta Air Lines Inc Del Com New (DAL) 9.0 $244M 4.3M 56.75
Cbre Group Cl A (CBRE) 5.3 $144M 915k 157.54
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.4 $39M 346k 111.47
Franklin Resources (BEN) 1.2 $33M 1.4M 23.13
American Centy Etf Tr Diversifid Crp (KORP) 1.0 $28M 592k 47.60
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $27M 1.0M 25.71
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.9 $25M 320k 77.65
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.9 $24M 469k 51.54
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $19M 190k 99.53
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $18M 86k 208.71
Ishares Core Msci Emkt (IEMG) 0.6 $17M 264k 65.92
Ishares Tr Core Msci Eafe (IEFA) 0.6 $17M 197k 87.31
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $17M 56k 297.62
Ishares Tr MRGSTR SM CP GR (ISCG) 0.6 $16M 302k 54.31
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.6 $16M 172k 95.22
Ishares Tr Core Msci Total (IXUS) 0.5 $14M 165k 82.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $13M 172k 74.37
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.4 $12M 124k 98.62
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $12M 168k 72.26
Vanguard Index Fds Value Etf (VTV) 0.4 $12M 62k 186.49
Ishares Tr Core Div Grwth (DGRO) 0.4 $9.6M 141k 68.08
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $9.0M 55k 164.54
Vanguard Index Fds Growth Etf (VUG) 0.3 $8.7M 18k 479.61
Cleveland-cliffs (CLF) 0.3 $8.3M 684k 12.20
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.3 $8.0M 119k 67.26
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.3 $7.9M 208k 38.02
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.2 $6.2M 194k 31.88
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.2 $5.9M 178k 33.42
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $5.8M 59k 99.95
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $5.5M 92k 60.03
Ishares Tr Core High Dv Etf (HDV) 0.2 $5.0M 41k 122.45
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $4.6M 127k 36.55
Apple (AAPL) 0.2 $4.5M 18k 254.63
Ishares Tr Core S&p500 Etf (IVV) 0.2 $4.2M 6.3k 669.30
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $3.7M 64k 57.52
NVIDIA Corporation (NVDA) 0.1 $3.6M 19k 186.58
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $3.5M 14k 256.45
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $3.5M 13k 271.13
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $3.5M 81k 43.30
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $3.4M 24k 140.95
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $3.4M 10k 328.18
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.1 $3.1M 88k 34.84
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.1 $2.9M 57k 51.77
3M Company (MMM) 0.1 $2.7M 18k 155.18
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $2.4M 52k 46.24
Microsoft Corporation (MSFT) 0.1 $2.4M 4.7k 517.95
Exxon Mobil Corporation (XOM) 0.1 $2.3M 20k 112.75
First Tr Exchange-traded Wtr Etf (FIW) 0.1 $2.3M 20k 112.35
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $2.2M 26k 82.96
Amazon (AMZN) 0.1 $2.1M 9.4k 219.57
JPMorgan Chase & Co. (JPM) 0.1 $2.1M 6.6k 315.42
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $2.0M 20k 100.70
Fidelity Covington Trust Enhanced Small (FESM) 0.1 $2.0M 53k 36.56
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.9M 19k 100.25
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.1 $1.9M 72k 25.90
Tesla Motors (TSLA) 0.1 $1.8M 4.1k 444.72
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $1.6M 48k 32.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.5M 3.1k 502.66
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.5M 2.5k 612.44
Xcel Energy (XEL) 0.1 $1.4M 18k 80.65
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $1.4M 7.7k 176.81
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM) 0.0 $1.3M 40k 33.82
Procter & Gamble Company (PG) 0.0 $1.3M 8.6k 153.65
Taylor Morrison Hom (TMHC) 0.0 $1.3M 19k 66.01
Chevron Corporation (CVX) 0.0 $1.3M 8.1k 155.28
Abbvie (ABBV) 0.0 $1.2M 5.3k 231.54
International Business Machines (IBM) 0.0 $1.2M 4.2k 282.15
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $1.2M 20k 59.20
Verizon Communications (VZ) 0.0 $1.1M 26k 43.95
Welltower Inc Com reit (WELL) 0.0 $1.1M 6.3k 178.14
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $1.1M 9.3k 120.72
Johnson & Johnson (JNJ) 0.0 $1.1M 5.9k 185.43
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $1.1M 5.6k 194.50
Select Sector Spdr Tr Technology (XLK) 0.0 $1.1M 3.8k 281.87
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) 0.0 $1.1M 28k 38.08
Sanmina (SANM) 0.0 $1.0M 9.0k 115.10
Coca-Cola Company (KO) 0.0 $1.0M 16k 66.32
Meta Platforms Cl A (META) 0.0 $1.0M 1.4k 734.58
Wal-Mart Stores (WMT) 0.0 $1.0M 9.9k 103.06
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $1.0M 56k 18.24
Ishares Tr Eafe Value Etf (EFV) 0.0 $1.0M 15k 67.83
Ishares Tr Core Total Usd (IUSB) 0.0 $958k 21k 46.71
BancFirst Corporation (BANF) 0.0 $929k 7.3k 126.45
Commercial Metals Company (CMC) 0.0 $918k 16k 57.28
EnPro Industries (NPO) 0.0 $904k 4.0k 225.99
UMB Financial Corporation (UMBF) 0.0 $901k 7.6k 118.36
Kite Rlty Group Tr Com New (KRG) 0.0 $899k 40k 22.30
At&t (T) 0.0 $883k 31k 28.24
Ishares Tr S&p 100 Etf (OEF) 0.0 $857k 2.6k 332.84
Trimas Corp Com New (TRS) 0.0 $857k 22k 38.64
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $855k 29k 29.64
Park National Corporation (PRK) 0.0 $854k 5.3k 162.54
Pfizer (PFE) 0.0 $838k 33k 25.48
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $828k 4.0k 206.51
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $827k 15k 55.71
Jackson Financial Com Cl A (JXN) 0.0 $826k 8.2k 101.23
American Centy Etf Tr Us Quality Grow (QGRO) 0.0 $812k 7.1k 114.39
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.0 $783k 16k 50.54
Alphabet Cap Stk Cl A (GOOGL) 0.0 $783k 3.2k 243.08
Arrow Financial Corporation (AROW) 0.0 $744k 26k 28.30
Independence Realty Trust In (IRT) 0.0 $737k 45k 16.39
Boston Scientific Corporation (BSX) 0.0 $734k 7.5k 97.63
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $717k 14k 51.91
Ecolab (ECL) 0.0 $715k 2.6k 273.86
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $712k 4.9k 145.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $709k 1.1k 666.19
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.0 $709k 14k 49.24
Ge Aerospace Com New (GE) 0.0 $701k 2.3k 300.88
Glacier Ban (GBCI) 0.0 $697k 14k 48.67
GATX Corporation (GATX) 0.0 $692k 4.0k 174.78
Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $688k 8.8k 78.34
Cisco Systems (CSCO) 0.0 $685k 10k 68.42
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.0 $666k 12k 54.73
Valley National Ban (VLY) 0.0 $665k 63k 10.60
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.0 $664k 12k 55.15
Merck & Co (MRK) 0.0 $653k 7.8k 83.93
Community Bank System (CBU) 0.0 $650k 11k 58.64
Cytokinetics Com New (CYTK) 0.0 $648k 12k 54.96
Kennedy-Wilson Holdings (KW) 0.0 $644k 77k 8.32
Abbott Laboratories (ABT) 0.0 $641k 4.8k 133.95
Golar Lng SHS (GLNG) 0.0 $638k 16k 40.41
Wells Fargo & Company (WFC) 0.0 $633k 7.6k 83.82
Bank of America Corporation (BAC) 0.0 $633k 12k 51.59
Donaldson Company (DCI) 0.0 $627k 7.7k 81.85
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.0 $608k 12k 50.16
Eastern Bankshares (EBC) 0.0 $606k 33k 18.15
Sabra Health Care REIT (SBRA) 0.0 $602k 32k 18.64
United Bankshares (UBSI) 0.0 $599k 16k 37.21
Group 1 Automotive (GPI) 0.0 $596k 1.4k 437.43
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $588k 2.4k 247.12
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $579k 22k 26.34
Verint Systems (VRNT) 0.0 $578k 29k 20.25
Capital One Financial (COF) 0.0 $577k 2.7k 212.54
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR) 0.0 $576k 15k 39.25
Oracle Corporation (ORCL) 0.0 $576k 2.0k 281.22
UniFirst Corporation (UNF) 0.0 $574k 3.4k 167.17
Morgan Stanley Com New (MS) 0.0 $570k 3.6k 158.94
CVS Caremark Corporation (CVS) 0.0 $568k 7.5k 75.39
One Gas (OGS) 0.0 $567k 7.0k 80.94
Eversource Energy (ES) 0.0 $565k 7.9k 71.14
Spdr Series Trust Portfli High Yld (SPHY) 0.0 $563k 24k 23.94
Philip Morris International (PM) 0.0 $563k 3.5k 162.19
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $556k 7.0k 78.89
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $548k 20k 27.90
Chimera Invt Corp Com Shs (CIM) 0.0 $547k 41k 13.22
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $543k 7.4k 73.29
DTE Energy Company (DTE) 0.0 $542k 3.8k 141.44
Steris Shs Usd (STE) 0.0 $540k 2.2k 247.44
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.0 $532k 8.2k 65.00
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.0 $524k 13k 40.10
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) 0.0 $521k 13k 38.88
Micron Technology (MU) 0.0 $519k 3.1k 167.31
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $518k 8.7k 59.92
Brandywine Rlty Tr Sh Ben Int New (BDN) 0.0 $511k 122k 4.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $507k 22k 23.28
Tompkins Financial Corporation (TMP) 0.0 $506k 7.6k 66.21
Walt Disney Company (DIS) 0.0 $506k 4.4k 114.49
UnitedHealth (UNH) 0.0 $502k 1.5k 345.22
Prologis (PLD) 0.0 $502k 4.4k 114.51
Asbury Automotive (ABG) 0.0 $502k 2.1k 244.39
Pepsi (PEP) 0.0 $492k 3.5k 140.45
Innovator Etfs Trust Equity Defined P (JAJL) 0.0 $490k 17k 28.65
Ishares Tr Short Treas Bd (SHV) 0.0 $480k 4.3k 110.50
Tri Pointe Homes (TPH) 0.0 $475k 14k 33.97
Us Bancorp Del Com New (USB) 0.0 $475k 9.8k 48.33
Fidelity National Financial Com Shs (FNF) 0.0 $474k 7.8k 60.49
Prudential Financial (PRU) 0.0 $473k 4.6k 103.75
Gray Television (GTN) 0.0 $472k 82k 5.78
Honeywell International (HON) 0.0 $471k 2.2k 210.46
S&p Global (SPGI) 0.0 $468k 962.00 486.51
KB Home (KBH) 0.0 $467k 7.3k 63.64
Blackrock Etf Trust Ishares Us Thema (THRO) 0.0 $466k 12k 37.86
United Parcel Service CL B (UPS) 0.0 $465k 5.6k 83.53
Citizens Financial (CFG) 0.0 $464k 8.7k 53.16
Shell Spon Ads (SHEL) 0.0 $461k 6.4k 71.53
Southwest Gas Corporation (SWX) 0.0 $460k 5.9k 78.34
Blackrock Etf Trust Ishares A I Inno (BAI) 0.0 $459k 13k 34.16
AngioDynamics (ANGO) 0.0 $456k 41k 11.17
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $456k 1.4k 320.08
Regions Financial Corporation (RF) 0.0 $454k 17k 26.37
Agios Pharmaceuticals (AGIO) 0.0 $452k 11k 40.14
AES Corporation (AES) 0.0 $449k 34k 13.16
Nexstar Media Group Common Stock (NXST) 0.0 $448k 2.3k 197.73
Innovator Etfs Trust Equity Defined P (APOC) 0.0 $447k 17k 25.92
Dana Holding Corporation (DAN) 0.0 $444k 22k 20.04
Walker & Dunlop (WD) 0.0 $443k 5.3k 83.61
Emerson Electric (EMR) 0.0 $440k 3.4k 131.19
Omni (OMC) 0.0 $438k 5.4k 81.53
Meritage Homes Corporation (MTH) 0.0 $438k 6.0k 72.43
Simon Property (SPG) 0.0 $437k 2.3k 187.65
National Grid Sponsored Adr Ne (NGG) 0.0 $434k 6.0k 72.67
Genuine Parts Company (GPC) 0.0 $434k 3.1k 138.62
Truist Financial Corp equities (TFC) 0.0 $424k 9.3k 45.72
Smucker J M Com New (SJM) 0.0 $423k 3.9k 108.61
Columbia Banking System (COLB) 0.0 $422k 16k 25.74
Constellation Energy (CEG) 0.0 $417k 1.3k 329.04
UGI Corporation (UGI) 0.0 $416k 13k 33.26
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.0 $413k 8.7k 47.51
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.0 $411k 4.1k 101.30
Oneok (OKE) 0.0 $411k 5.6k 72.97
Stag Industrial (STAG) 0.0 $410k 12k 35.29
Vail Resorts (MTN) 0.0 $410k 2.7k 149.56
Rush Enterprises Cl A (RUSHA) 0.0 $410k 7.7k 53.47
Manulife Finl Corp (MFC) 0.0 $409k 13k 31.15
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $406k 7.3k 55.33
Edison International (EIX) 0.0 $406k 7.3k 55.28
Target Corporation (TGT) 0.0 $405k 4.5k 89.69
Cousins Pptys Com New (CUZ) 0.0 $405k 14k 28.94
Daktronics (DAKT) 0.0 $403k 19k 20.92
Agree Realty Corporation (ADC) 0.0 $400k 5.6k 71.04
Pra (PRAA) 0.0 $397k 26k 15.44
American Eagle Outfitters (AEO) 0.0 $394k 23k 17.11
Ultra Clean Holdings (UCTT) 0.0 $391k 14k 27.25
Lumen Technologies (LUMN) 0.0 $387k 63k 6.12
McKesson Corporation (MCK) 0.0 $386k 500.00 772.54
Linde SHS (LIN) 0.0 $383k 807.00 474.83
Cigna Corp (CI) 0.0 $382k 1.3k 288.18
Kkr & Co (KKR) 0.0 $382k 2.9k 129.97
Ametek (AME) 0.0 $374k 2.0k 187.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $371k 617.00 600.69
Ferguson Enterprises Common Stock New (FERG) 0.0 $370k 1.6k 224.56
Sonoco Products Company (SON) 0.0 $369k 8.6k 43.09
Vishay Intertechnology (VSH) 0.0 $368k 24k 15.30
Masco Corporation (MAS) 0.0 $366k 5.2k 70.39
Fastenal Company (FAST) 0.0 $366k 7.5k 49.04
Signet Jewelers SHS (SIG) 0.0 $360k 3.8k 95.93
SJW (HTO) 0.0 $350k 7.2k 48.70
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $348k 4.1k 84.10
Alphabet Cap Stk Cl C (GOOG) 0.0 $348k 1.4k 243.55
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.0 $345k 4.7k 73.53
Mission Produce (AVO) 0.0 $345k 29k 12.02
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $343k 3.6k 96.55
Fair Isaac Corporation (FICO) 0.0 $337k 225.00 1496.53
Comcast Corp Cl A (CMCSA) 0.0 $335k 11k 31.42
Wintrust Financial Corporation (WTFC) 0.0 $335k 2.5k 132.45
Netflix (NFLX) 0.0 $333k 278.00 1198.92
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $332k 9.9k 33.68
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.0 $327k 8.1k 40.47
Caterpillar (CAT) 0.0 $323k 676.00 477.41
Pimco Etf Tr Multisector Bd (PYLD) 0.0 $321k 12k 26.84
Principal Exchange Traded Active High Yl (YLD) 0.0 $320k 17k 19.45
Invitation Homes (INVH) 0.0 $318k 11k 29.33
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) 0.0 $315k 7.6k 41.67
California Res Corp Com Stock (CRC) 0.0 $314k 5.9k 53.18
Avient Corp (AVNT) 0.0 $310k 9.4k 32.95
Marvell Technology (MRVL) 0.0 $303k 3.6k 84.08
ConocoPhillips (COP) 0.0 $300k 3.2k 94.58
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) 0.0 $300k 7.4k 40.57
Intel Corporation (INTC) 0.0 $299k 8.9k 33.55
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 0.0 $298k 9.1k 32.60
Advanced Micro Devices (AMD) 0.0 $297k 1.8k 161.79
Marqeta Class A Com (MQ) 0.0 $297k 56k 5.28
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $292k 1.6k 178.73
Kosmos Energy (KOS) 0.0 $289k 174k 1.66
Carrier Global Corporation (CARR) 0.0 $289k 4.8k 59.70
Dupont De Nemours (DD) 0.0 $284k 3.6k 77.90
Charles Schwab Corporation (SCHW) 0.0 $278k 2.9k 95.46
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $278k 3.7k 75.11
Werner Enterprises (WERN) 0.0 $277k 11k 26.32
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM) 0.0 $276k 9.2k 29.91
Spdr Gold Tr Gold Shs (GLD) 0.0 $275k 773.00 355.47
J Global (ZD) 0.0 $275k 7.2k 38.10
Select Sector Spdr Tr Financial (XLF) 0.0 $274k 5.1k 53.87
Api Group Corp Com Stk (APG) 0.0 $264k 7.7k 34.37
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM) 0.0 $263k 8.2k 32.17
American Express Company (AXP) 0.0 $260k 782.00 332.05
Brightspire Capital Com Cl A (BRSP) 0.0 $257k 47k 5.43
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $255k 5.8k 44.27
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (SEPM) 0.0 $252k 8.0k 31.43
Boeing Company (BA) 0.0 $251k 1.2k 215.74
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.0 $236k 6.0k 39.31
Technipfmc (FTI) 0.0 $236k 6.0k 39.45
Innovator Etfs Trust Equity Dual Dirt (DDFL) 0.0 $236k 12k 20.20
Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW) 0.0 $235k 7.1k 33.14
Blackrock (BLK) 0.0 $234k 201.00 1164.24
Crowdstrike Hldgs Cl A (CRWD) 0.0 $233k 475.00 490.38
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $233k 2.3k 103.07
Danaher Corporation (DHR) 0.0 $230k 1.2k 198.19
T. Rowe Price (TROW) 0.0 $229k 2.2k 102.64
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $228k 6.3k 36.16
Digitalbridge Group Cl A New (DBRG) 0.0 $227k 19k 11.70
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $226k 2.0k 110.58
United Therapeutics Corporation (UTHR) 0.0 $225k 538.00 418.82
Public Service Enterprise (PEG) 0.0 $225k 2.7k 83.45
American Electric Power Company (AEP) 0.0 $225k 2.0k 112.48
Ameresco Cl A (AMRC) 0.0 $225k 6.7k 33.58
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $218k 1.8k 118.81
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.0 $217k 5.7k 38.05
First Tr Exchange-traded SHS (FVD) 0.0 $214k 4.6k 46.24
Ryder System (R) 0.0 $212k 1.1k 188.64
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $211k 2.4k 89.37
J.B. Hunt Transport Services (JBHT) 0.0 $211k 1.6k 134.14
Stanley Black & Decker (SWK) 0.0 $210k 2.8k 74.34
Helmerich & Payne (HP) 0.0 $210k 9.5k 22.09
Select Sector Spdr Tr Communication (XLC) 0.0 $208k 1.8k 118.36
Riot Blockchain (RIOT) 0.0 $207k 11k 19.03
Innovator Etfs Trust Equity Defnd 1yr (ZJUN) 0.0 $201k 7.6k 26.48
Celestica (CLS) 0.0 $200k 813.00 246.38
Goodyear Tire & Rubber Company (GT) 0.0 $188k 25k 7.48
Alight Com Cl A (ALIT) 0.0 $154k 47k 3.26
Neogen Corporation (NEOG) 0.0 $126k 22k 5.71
Patterson-UTI Energy (PTEN) 0.0 $108k 21k 5.18
Claros Mtg Tr Common Stock (CMTG) 0.0 $107k 32k 3.32
Pacific Biosciences of California (PACB) 0.0 $28k 22k 1.28