GC Wealth Management RIA as of Dec. 31, 2024
Portfolio Holdings for GC Wealth Management RIA
GC Wealth Management RIA holds 289 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 |
|---|---|---|---|---|---|
| salesforce (CRM) | 12.5 | $71M | 213k | 334.33 | |
| Apple (AAPL) | 4.8 | $27M | 109k | 250.42 | |
| Microsoft Corporation (MSFT) | 4.0 | $23M | 54k | 421.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $19M | 101k | 190.44 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.8 | $16M | 27k | 586.09 | |
| NVIDIA Corporation (NVDA) | 2.1 | $12M | 90k | 134.29 | |
| Tcw Etf Trust Compounders Etf (GRW) | 1.9 | $11M | 325k | 32.86 | |
| Amazon (AMZN) | 1.8 | $11M | 48k | 219.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $9.4M | 50k | 189.30 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.5 | $8.6M | 44k | 195.83 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $8.5M | 16k | 538.81 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $8.2M | 28k | 289.81 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.4 | $8.1M | 80k | 101.53 | |
| Vanguard Index Fds Growth Etf (VUG) | 1.4 | $7.9M | 19k | 410.44 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $7.8M | 126k | 62.31 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $7.4M | 31k | 239.71 | |
| Public Storage (PSA) | 1.3 | $7.3M | 24k | 299.44 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $7.2M | 41k | 175.23 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.1 | $6.5M | 134k | 48.42 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $5.7M | 50k | 115.22 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $5.6M | 11k | 511.23 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $5.6M | 44k | 127.59 | |
| Meta Platforms Cl A (META) | 0.9 | $5.2M | 8.9k | 585.51 | |
| UnitedHealth (UNH) | 0.9 | $4.8M | 9.6k | 505.86 | |
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.8 | $4.8M | 46k | 104.88 | |
| Remitly Global (RELY) | 0.8 | $4.4M | 193k | 22.57 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $4.3M | 27k | 161.77 | |
| Mastercard Incorporated Cl A (MA) | 0.7 | $4.1M | 7.8k | 526.57 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.7 | $4.1M | 61k | 67.03 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $4.1M | 6.00 | 680920.00 | |
| Wal-Mart Stores (WMT) | 0.7 | $3.9M | 43k | 90.35 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $3.7M | 14k | 264.13 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.6 | $3.7M | 37k | 99.55 | |
| TJX Companies (TJX) | 0.6 | $3.6M | 30k | 120.81 | |
| Goldman Sachs (GS) | 0.6 | $3.5M | 6.2k | 572.62 | |
| Visa Com Cl A (V) | 0.6 | $3.4M | 11k | 316.04 | |
| American Homes 4 Rent Cl A (AMH) | 0.6 | $3.2M | 85k | 37.42 | |
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.5 | $3.0M | 59k | 50.50 | |
| Chubb (CB) | 0.5 | $3.0M | 11k | 276.30 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.5 | $2.9M | 25k | 117.48 | |
| Welltower Inc Com reit (WELL) | 0.5 | $2.9M | 23k | 126.03 | |
| Aspen Technology | 0.5 | $2.9M | 12k | 249.63 | |
| Metropcs Communications (TMUS) | 0.5 | $2.8M | 13k | 220.73 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $2.8M | 6.9k | 401.58 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.5 | $2.8M | 30k | 90.93 | |
| Merck & Co (MRK) | 0.5 | $2.8M | 28k | 99.48 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $2.7M | 4.6k | 588.74 | |
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.5 | $2.7M | 53k | 50.85 | |
| Chevron Corporation (CVX) | 0.5 | $2.6M | 18k | 144.84 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $2.6M | 5.1k | 520.23 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $2.6M | 12k | 220.96 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.6M | 5.6k | 453.28 | |
| Trane Technologies SHS (TT) | 0.4 | $2.6M | 6.9k | 369.35 | |
| Eli Lilly & Co. (LLY) | 0.4 | $2.5M | 3.2k | 772.00 | |
| Pepsi (PEP) | 0.4 | $2.5M | 16k | 152.06 | |
| Costco Wholesale Corporation (COST) | 0.4 | $2.4M | 2.6k | 916.27 | |
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $2.3M | 14k | 169.30 | |
| Cisco Systems (CSCO) | 0.4 | $2.3M | 39k | 59.20 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.4 | $2.3M | 18k | 124.96 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.4 | $2.3M | 30k | 76.14 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.4 | $2.2M | 8.7k | 253.75 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $2.2M | 7.8k | 280.06 | |
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.4 | $2.2M | 36k | 59.77 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $2.1M | 11k | 187.51 | |
| Medtronic SHS (MDT) | 0.4 | $2.1M | 26k | 79.88 | |
| Astrazeneca Sponsored Adr | 0.3 | $1.9M | 30k | 65.52 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.9M | 7.9k | 240.27 | |
| American Tower Reit (AMT) | 0.3 | $1.8M | 9.9k | 183.41 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.7M | 8.8k | 197.49 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $1.7M | 19k | 89.08 | |
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $1.7M | 2.7k | 621.80 | |
| Honeywell International (HON) | 0.3 | $1.7M | 7.3k | 225.89 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.6M | 34k | 47.82 | |
| Digital Realty Trust (DLR) | 0.3 | $1.6M | 9.0k | 177.33 | |
| Qualcomm (QCOM) | 0.3 | $1.6M | 10k | 153.62 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $1.6M | 14k | 115.72 | |
| Bank of America Corporation (BAC) | 0.3 | $1.6M | 36k | 43.95 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $1.6M | 4.7k | 334.25 | |
| Tesla Motors (TSLA) | 0.3 | $1.5M | 3.8k | 403.84 | |
| Prologis (PLD) | 0.3 | $1.5M | 14k | 105.70 | |
| Oracle Corporation (ORCL) | 0.3 | $1.5M | 8.8k | 166.64 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $1.5M | 14k | 108.61 | |
| Servicenow (NOW) | 0.3 | $1.4M | 1.4k | 1060.12 | |
| Kinder Morgan (KMI) | 0.2 | $1.4M | 52k | 27.40 | |
| Procter & Gamble Company (PG) | 0.2 | $1.4M | 8.1k | 167.65 | |
| Applovin Corp Com Cl A (APP) | 0.2 | $1.3M | 4.2k | 323.83 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.3M | 9.1k | 144.62 | |
| Equinix (EQIX) | 0.2 | $1.3M | 1.4k | 942.89 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $1.3M | 15k | 86.02 | |
| Broadcom (AVGO) | 0.2 | $1.3M | 5.6k | 231.84 | |
| Abbvie (ABBV) | 0.2 | $1.3M | 7.2k | 177.70 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.3M | 12k | 106.84 | |
| Simon Property (SPG) | 0.2 | $1.3M | 7.4k | 172.21 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.3M | 29k | 44.04 | |
| Sap Se Spon Adr (SAP) | 0.2 | $1.2M | 5.1k | 246.21 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.2 | $1.2M | 18k | 68.00 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.2M | 24k | 51.70 | |
| Advisorshares Tr Advisorshs Etf (CWS) | 0.2 | $1.2M | 19k | 64.77 | |
| United Parcel Service CL B (UPS) | 0.2 | $1.2M | 9.6k | 126.10 | |
| McDonald's Corporation (MCD) | 0.2 | $1.2M | 4.1k | 289.89 | |
| Amgen (AMGN) | 0.2 | $1.2M | 4.5k | 260.64 | |
| Lowe's Companies (LOW) | 0.2 | $1.1M | 4.6k | 246.80 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $1.1M | 3.9k | 288.85 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.1M | 2.1k | 521.96 | |
| Motorola Solutions Com New (MSI) | 0.2 | $1.1M | 2.3k | 462.23 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.0M | 4.4k | 232.52 | |
| Crown Castle Intl (CCI) | 0.2 | $1.0M | 11k | 90.76 | |
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.2 | $994k | 18k | 54.36 | |
| Barclays Adr (BCS) | 0.2 | $981k | 74k | 13.29 | |
| Home Depot (HD) | 0.2 | $973k | 2.5k | 388.99 | |
| Abbott Laboratories (ABT) | 0.2 | $969k | 8.6k | 113.11 | |
| Canadian Pacific Kansas City (CP) | 0.2 | $935k | 13k | 72.37 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $934k | 18k | 52.47 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $911k | 2.6k | 351.79 | |
| Nike CL B (NKE) | 0.2 | $902k | 12k | 75.67 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $876k | 4.9k | 178.08 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $870k | 6.8k | 128.62 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $860k | 11k | 75.61 | |
| Essex Property Trust (ESS) | 0.1 | $809k | 2.8k | 285.44 | |
| Bitwise Ethereum Etf SHS (ETHW) | 0.1 | $808k | 34k | 23.97 | |
| Bio-techne Corporation (TECH) | 0.1 | $805k | 11k | 72.03 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $804k | 69k | 11.66 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $804k | 71k | 11.28 | |
| Booking Holdings (BKNG) | 0.1 | $795k | 160.00 | 4968.42 | |
| Eaton Corp SHS (ETN) | 0.1 | $784k | 2.4k | 331.87 | |
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.1 | $782k | 29k | 26.61 | |
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $780k | 31k | 25.46 | |
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $776k | 31k | 25.14 | |
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $774k | 31k | 25.18 | |
| Linde SHS (LIN) | 0.1 | $773k | 1.8k | 418.67 | |
| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.1 | $771k | 31k | 24.98 | |
| Automatic Data Processing (ADP) | 0.1 | $764k | 2.6k | 292.73 | |
| Sun Communities (SUI) | 0.1 | $752k | 6.1k | 122.97 | |
| ConocoPhillips (COP) | 0.1 | $751k | 7.6k | 99.17 | |
| Invitation Homes (INVH) | 0.1 | $746k | 23k | 31.97 | |
| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.1 | $742k | 29k | 25.36 | |
| BP Sponsored Adr (BP) | 0.1 | $722k | 24k | 29.56 | |
| Netflix (NFLX) | 0.1 | $711k | 798.00 | 891.32 | |
| Coca-Cola Company (KO) | 0.1 | $708k | 11k | 62.26 | |
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $695k | 10k | 66.77 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $690k | 995.00 | 693.08 | |
| Smurfit Westrock SHS (SW) | 0.1 | $674k | 13k | 53.86 | |
| Palo Alto Networks (PANW) | 0.1 | $663k | 3.6k | 181.96 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $662k | 12k | 57.41 | |
| Diageo Spon Adr New (DEO) | 0.1 | $658k | 5.2k | 127.13 | |
| Zoetis Cl A (ZTS) | 0.1 | $656k | 4.0k | 162.93 | |
| Teradyne (TER) | 0.1 | $655k | 5.2k | 125.92 | |
| Norfolk Southern (NSC) | 0.1 | $653k | 2.8k | 234.70 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $647k | 6.0k | 107.56 | |
| Iron Mountain (IRM) | 0.1 | $647k | 6.2k | 105.11 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $638k | 23k | 28.15 | |
| Citigroup Com New (C) | 0.1 | $636k | 9.0k | 70.39 | |
| Vici Pptys (VICI) | 0.1 | $624k | 21k | 29.21 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $612k | 10k | 59.73 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $608k | 12k | 50.13 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $605k | 6.0k | 100.34 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $577k | 907.00 | 636.03 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $574k | 5.4k | 105.48 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $561k | 13k | 43.24 | |
| PNC Financial Services (PNC) | 0.1 | $548k | 2.8k | 192.85 | |
| MercadoLibre (MELI) | 0.1 | $539k | 317.00 | 1700.44 | |
| Ingersoll Rand (IR) | 0.1 | $537k | 5.9k | 90.46 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $529k | 19k | 27.87 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $526k | 11k | 50.07 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $526k | 14k | 37.53 | |
| Carrier Global Corporation (CARR) | 0.1 | $525k | 7.7k | 68.26 | |
| Relx Sponsored Adr (RELX) | 0.1 | $525k | 12k | 45.42 | |
| Sanofi Sponsored Adr (SNY) | 0.1 | $519k | 11k | 48.23 | |
| Pfizer (PFE) | 0.1 | $514k | 19k | 26.53 | |
| S&p Global (SPGI) | 0.1 | $503k | 1.0k | 498.03 | |
| Shopify Cl A (SHOP) | 0.1 | $502k | 4.7k | 106.33 | |
| Deere & Company (DE) | 0.1 | $500k | 1.2k | 423.70 | |
| Ubiquiti (UI) | 0.1 | $498k | 1.5k | 331.93 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $494k | 2.0k | 242.13 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $494k | 6.3k | 78.65 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $491k | 1.0k | 485.94 | |
| Prudential Adr (PUK) | 0.1 | $491k | 31k | 15.94 | |
| Ge Aerospace Com New (GE) | 0.1 | $485k | 2.9k | 166.79 | |
| Sherwin-Williams Company (SHW) | 0.1 | $484k | 1.4k | 339.93 | |
| D.R. Horton (DHI) | 0.1 | $480k | 3.4k | 139.82 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.1 | $478k | 19k | 25.32 | |
| GSK Sponsored Adr (GSK) | 0.1 | $474k | 14k | 33.82 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $474k | 4.0k | 117.50 | |
| Extra Space Storage (EXR) | 0.1 | $473k | 3.2k | 149.60 | |
| Intuit (INTU) | 0.1 | $471k | 749.00 | 628.50 | |
| Arista Networks Com Shs (ANET) | 0.1 | $470k | 4.3k | 110.53 | |
| Bristol Myers Squibb (BMY) | 0.1 | $466k | 8.2k | 56.56 | |
| Waste Management (WM) | 0.1 | $465k | 2.3k | 201.79 | |
| Totalenergies Se Sponsored Ads | 0.1 | $456k | 8.4k | 54.50 | |
| Union Pacific Corporation (UNP) | 0.1 | $450k | 2.0k | 228.04 | |
| Roper Industries (ROP) | 0.1 | $449k | 864.00 | 519.85 | |
| Emerson Electric (EMR) | 0.1 | $448k | 3.6k | 123.93 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $445k | 5.9k | 75.64 | |
| PPL Corporation (PPL) | 0.1 | $445k | 14k | 32.46 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $441k | 1.6k | 283.85 | |
| CSX Corporation (CSX) | 0.1 | $441k | 14k | 32.27 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $436k | 4.5k | 96.54 | |
| Analog Devices (ADI) | 0.1 | $436k | 2.1k | 212.46 | |
| Omega Healthcare Investors (OHI) | 0.1 | $435k | 12k | 37.85 | |
| Caterpillar (CAT) | 0.1 | $421k | 1.2k | 362.76 | |
| Realty Income (O) | 0.1 | $419k | 7.8k | 53.41 | |
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $415k | 11k | 36.32 | |
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $400k | 8.0k | 49.74 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $400k | 2.9k | 139.35 | |
| Nucor Corporation (NUE) | 0.1 | $399k | 3.4k | 116.71 | |
| Udr (UDR) | 0.1 | $395k | 9.1k | 43.41 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $392k | 1.4k | 287.82 | |
| Healthcare Rlty Tr Cl A Com (HR) | 0.1 | $384k | 23k | 16.95 | |
| Equity Lifestyle Properties (ELS) | 0.1 | $378k | 5.7k | 66.60 | |
| Ishares Tr Msci India Etf (INDA) | 0.1 | $369k | 7.0k | 52.64 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $368k | 5.2k | 70.28 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 0.1 | $367k | 3.3k | 112.28 | |
| Ferrari Nv Ord (RACE) | 0.1 | $365k | 859.00 | 424.84 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $364k | 4.9k | 74.01 | |
| Microchip Technology (MCHP) | 0.1 | $363k | 6.3k | 57.35 | |
| Ptc Therapeutics I (PTCT) | 0.1 | $363k | 8.0k | 45.14 | |
| Air Products & Chemicals (APD) | 0.1 | $357k | 1.2k | 290.04 | |
| Te Connectivity Ord Shs (TEL) | 0.1 | $351k | 2.5k | 142.97 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $350k | 7.0k | 50.28 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $348k | 1.8k | 190.88 | |
| 3M Company (MMM) | 0.1 | $346k | 2.7k | 129.09 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $345k | 6.8k | 51.14 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $345k | 2.7k | 128.70 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $343k | 4.6k | 74.78 | |
| Vistra Energy (VST) | 0.1 | $343k | 2.5k | 137.87 | |
| Sea Sponsord Ads (SE) | 0.1 | $341k | 3.2k | 106.10 | |
| Icici Bank Adr (IBN) | 0.1 | $331k | 11k | 29.86 | |
| Walt Disney Company (DIS) | 0.1 | $327k | 2.9k | 111.34 | |
| Kimco Realty Corporation (KIM) | 0.1 | $326k | 14k | 23.43 | |
| Natwest Group Spons Adr (NWG) | 0.1 | $321k | 32k | 10.17 | |
| Aon Shs Cl A (AON) | 0.1 | $320k | 892.00 | 359.16 | |
| Datadog Cl A Com (DDOG) | 0.1 | $319k | 2.2k | 142.89 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $318k | 4.1k | 78.01 | |
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.1 | $314k | 14k | 23.13 | |
| Listed Fd Tr Roundhill Magnif (MAGS) | 0.1 | $313k | 5.7k | 54.42 | |
| Allegion Ord Shs (ALLE) | 0.1 | $312k | 2.4k | 130.68 | |
| Domino's Pizza (DPZ) | 0.1 | $311k | 740.00 | 419.76 | |
| Quanta Services (PWR) | 0.1 | $310k | 980.00 | 316.05 | |
| Boyd Gaming Corporation (BYD) | 0.1 | $307k | 4.2k | 72.54 | |
| Stryker Corporation (SYK) | 0.1 | $306k | 850.00 | 360.05 | |
| EOG Resources (EOG) | 0.1 | $306k | 2.5k | 122.58 | |
| Ing Groep Sponsored Adr (ING) | 0.1 | $305k | 19k | 15.67 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $302k | 4.9k | 61.34 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $301k | 677.00 | 444.68 | |
| Wells Fargo & Company (WFC) | 0.1 | $297k | 4.2k | 70.24 | |
| CVS Caremark Corporation (CVS) | 0.1 | $296k | 6.6k | 44.89 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $294k | 11k | 26.07 | |
| Waste Connections (WCN) | 0.1 | $285k | 1.7k | 171.58 | |
| Highwoods Properties (HIW) | 0.0 | $284k | 9.3k | 30.58 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $281k | 2.1k | 135.37 | |
| Godaddy Cl A (GDDY) | 0.0 | $278k | 1.4k | 197.37 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $274k | 10k | 27.32 | |
| Ge Vernova (GEV) | 0.0 | $271k | 824.00 | 328.93 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $269k | 1.6k | 172.42 | |
| McKesson Corporation (MCK) | 0.0 | $264k | 463.00 | 569.91 | |
| Danaher Corporation (DHR) | 0.0 | $264k | 1.1k | 229.55 | |
| Blackrock (BLK) | 0.0 | $258k | 252.00 | 1025.11 | |
| Host Hotels & Resorts (HST) | 0.0 | $256k | 15k | 17.52 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $252k | 1.9k | 131.41 | |
| Fortinet (FTNT) | 0.0 | $246k | 2.6k | 94.48 | |
| L3harris Technologies (LHX) | 0.0 | $242k | 1.2k | 210.28 | |
| Illumina (ILMN) | 0.0 | $238k | 1.8k | 133.63 | |
| Despegar Com Corp Ord Shs | 0.0 | $234k | 12k | 19.25 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $232k | 4.7k | 49.40 | |
| M&T Bank Corporation (MTB) | 0.0 | $226k | 1.2k | 188.01 | |
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $225k | 5.0k | 45.20 | |
| Shell Spon Ads (SHEL) | 0.0 | $224k | 3.6k | 62.65 | |
| Americold Rlty Tr (COLD) | 0.0 | $224k | 10k | 21.40 | |
| AvalonBay Communities (AVB) | 0.0 | $222k | 1.0k | 219.97 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $222k | 1.2k | 185.13 | |
| Apollo Global Mgmt (APO) | 0.0 | $221k | 1.3k | 165.16 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $217k | 663.00 | 326.51 | |
| Anthem (ELV) | 0.0 | $216k | 585.00 | 368.90 | |
| Workday Cl A (WDAY) | 0.0 | $215k | 834.00 | 258.03 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $214k | 1.9k | 112.26 | |
| Verizon Communications (VZ) | 0.0 | $214k | 5.3k | 39.99 | |
| General Mills (GIS) | 0.0 | $214k | 3.3k | 63.77 | |
| Dex (DXCM) | 0.0 | $213k | 2.7k | 77.77 | |
| Msci (MSCI) | 0.0 | $210k | 350.00 | 600.01 | |
| Marsh & McLennan Companies | 0.0 | $210k | 988.00 | 212.41 | |
| Teladoc (TDOC) | 0.0 | $209k | 23k | 9.09 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $207k | 1.6k | 128.82 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $205k | 914.00 | 224.35 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $203k | 4.2k | 48.33 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $201k | 941.00 | 213.63 | |
| Gilead Sciences (GILD) | 0.0 | $200k | 2.2k | 92.37 | |
| SigmaTron International (SGMA) | 0.0 | $173k | 97k | 1.78 | |
| Harborone Bancorp Com New (HONE) | 0.0 | $152k | 13k | 11.83 | |
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $65k | 34k | 1.91 |