Catalytic Wealth RIA

GC Wealth Management RIA as of March 31, 2025

Portfolio Holdings for GC Wealth Management RIA

GC Wealth Management RIA holds 305 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
salesforce (CRM) 10.5 $57M 214k 268.36
Apple (AAPL) 4.5 $25M 111k 222.13
Microsoft Corporation (MSFT) 3.6 $19M 52k 375.39
Alphabet Cap Stk Cl C (GOOG) 2.9 $16M 99k 156.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $15M 28k 559.39
Amazon (AMZN) 1.6 $8.7M 46k 190.26
Tcw Etf Trust Compounders Etf (GRW) 1.5 $8.4M 255k 33.14
NVIDIA Corporation (NVDA) 1.5 $8.4M 78k 108.38
Vanguard Specialized Funds Div App Etf (VIG) 1.5 $8.2M 42k 193.99
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $8.1M 29k 274.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $8.0M 16k 513.92
Vanguard Index Fds Growth Etf (VUG) 1.5 $7.9M 21k 370.82
JPMorgan Chase & Co. (JPM) 1.4 $7.7M 32k 245.30
Alphabet Cap Stk Cl A (GOOGL) 1.4 $7.6M 49k 154.64
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $7.4M 80k 92.83
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $7.4M 126k 58.35
Public Storage (PSA) 1.3 $7.3M 25k 299.29
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.3 $7.0M 41k 173.23
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.2 $6.5M 131k 49.90
Meta Platforms Cl A (META) 1.0 $5.6M 9.8k 576.36
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $5.5M 43k 128.96
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $5.2M 50k 104.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $5.1M 11k 468.92
UnitedHealth (UNH) 0.9 $5.0M 9.5k 523.75
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.9 $4.8M 6.00 798441.67
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.8 $4.6M 46k 99.88
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $4.3M 27k 160.54
Mastercard Incorporated Cl A (MA) 0.8 $4.2M 7.6k 548.12
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.8 $4.2M 63k 66.34
Remitly Global (RELY) 0.7 $4.0M 193k 20.80
Welltower Inc Com reit (WELL) 0.7 $3.8M 25k 153.21
TJX Companies (TJX) 0.7 $3.8M 31k 121.80
Wal-Mart Stores (WMT) 0.7 $3.8M 43k 87.79
Proshares Tr S&p 500 Dv Arist (NOBL) 0.7 $3.7M 36k 102.18
Metropcs Communications (TMUS) 0.7 $3.6M 14k 266.71
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $3.5M 14k 258.62
Chubb (CB) 0.6 $3.4M 11k 301.99
Visa Com Cl A (V) 0.6 $3.4M 9.6k 350.46
American Homes 4 Rent Cl A (AMH) 0.6 $3.3M 87k 37.81
Goldman Sachs (GS) 0.6 $3.2M 5.8k 546.29
Chevron Corporation (CVX) 0.6 $3.1M 18k 167.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $3.1M 5.7k 532.58
Ishares U S Etf Tr Short Duration B (NEAR) 0.5 $3.0M 58k 50.87
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $2.9M 25k 115.95
Arista Networks Com Shs (ANET) 0.5 $2.7M 35k 77.48
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.5 $2.7M 54k 49.53
Eli Lilly & Co. (LLY) 0.5 $2.6M 3.2k 825.91
Pepsi (PEP) 0.5 $2.6M 18k 149.94
Ishares Tr Core S&p500 Etf (IVV) 0.5 $2.6M 4.6k 561.87
Merck & Co (MRK) 0.5 $2.6M 29k 89.76
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $2.6M 7.2k 361.09
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.5 $2.5M 31k 81.69
Ishares Tr Russell 2000 Etf (IWM) 0.5 $2.5M 13k 199.49
Medtronic SHS (MDT) 0.5 $2.5M 28k 89.86
Costco Wholesale Corporation (COST) 0.5 $2.5M 2.6k 945.78
Vanguard Index Fds Value Etf (VTV) 0.5 $2.5M 14k 172.74
Ishares Tr S&p Mc 400gr Etf (IJK) 0.5 $2.5M 30k 83.28
Cisco Systems (CSCO) 0.4 $2.4M 39k 61.71
Thermo Fisher Scientific (TMO) 0.4 $2.4M 4.8k 497.60
Trane Technologies SHS (TT) 0.4 $2.3M 6.9k 336.92
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $2.3M 25k 91.03
American Tower Reit (AMT) 0.4 $2.3M 11k 217.60
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $2.3M 45k 50.83
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $2.2M 9.1k 244.64
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $2.2M 47k 46.81
Texas Instruments Incorporated (TXN) 0.4 $2.2M 12k 179.70
First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $2.1M 36k 59.84
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $2.1M 18k 119.73
Astrazeneca Sponsored Adr (AZN) 0.4 $2.1M 29k 73.50
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $2.1M 23k 90.54
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $2.0M 8.1k 251.77
Raytheon Technologies Corp (RTX) 0.3 $1.8M 14k 132.46
Qualcomm (QCOM) 0.3 $1.8M 11k 153.61
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.7M 7.9k 221.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.6M 36k 45.26
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.3 $1.6M 32k 49.85
Prologis (PLD) 0.3 $1.6M 14k 111.79
Abbvie (ABBV) 0.3 $1.6M 7.6k 209.52
Honeywell International (HON) 0.3 $1.5M 7.3k 211.75
Bank of America Corporation (BAC) 0.3 $1.5M 36k 41.73
Johnson & Johnson (JNJ) 0.3 $1.5M 9.1k 165.84
Vanguard World Inf Tech Etf (VGT) 0.3 $1.5M 2.8k 542.38
Kinder Morgan (KMI) 0.3 $1.5M 52k 28.53
Ishares Tr Russell 3000 Etf (IWV) 0.3 $1.5M 4.7k 317.64
Amgen (AMGN) 0.3 $1.5M 4.7k 311.56
Procter & Gamble Company (PG) 0.3 $1.5M 8.5k 170.42
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.4M 5.0k 288.14
Digital Realty Trust (DLR) 0.3 $1.4M 9.8k 143.29
Simon Property (SPG) 0.2 $1.3M 8.0k 166.08
Crown Castle Intl (CCI) 0.2 $1.3M 13k 104.23
McDonald's Corporation (MCD) 0.2 $1.3M 4.1k 312.37
Advisorshares Tr Advisorshs Etf (CWS) 0.2 $1.3M 19k 65.47
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.3M 12k 108.69
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.2M 7.5k 166.00
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $1.2M 12k 100.62
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $1.2M 23k 52.37
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $1.1M 12k 97.48
Tesla Motors (TSLA) 0.2 $1.1M 4.4k 259.16
Ishares Tr Rusel 2500 Etf (SMMD) 0.2 $1.1M 18k 62.54
Equinix (EQIX) 0.2 $1.1M 1.3k 815.35
Lowe's Companies (LOW) 0.2 $1.1M 4.6k 233.23
Ishares Tr S&p 100 Etf (OEF) 0.2 $1.1M 3.9k 270.83
Ishares Tr Eafe Value Etf (EFV) 0.2 $1.0M 18k 58.94
Oracle Corporation (ORCL) 0.2 $1.0M 7.4k 139.81
Motorola Solutions Com New (MSI) 0.2 $1.0M 2.3k 437.81
Intuitive Surgical Com New (ISRG) 0.2 $985k 2.0k 495.27
Broadcom (AVGO) 0.2 $968k 5.8k 167.43
United Parcel Service CL B (UPS) 0.2 $948k 8.6k 109.99
Applovin Corp Com Cl A (APP) 0.2 $934k 3.5k 264.97
Barclays Adr (BCS) 0.2 $925k 60k 15.36
Home Depot (HD) 0.2 $904k 2.5k 366.51
Abbott Laboratories (ABT) 0.2 $899k 6.8k 132.65
Servicenow (NOW) 0.2 $894k 1.1k 796.14
Invitation Homes (INVH) 0.2 $893k 26k 34.85
American Centy Etf Tr Avantis Us Small (AVSC) 0.2 $885k 18k 48.40
Sap Se Spon Adr (SAP) 0.2 $884k 3.3k 268.44
Select Sector Spdr Tr Technology (XLK) 0.2 $879k 4.3k 206.48
Sun Communities (SUI) 0.2 $869k 6.8k 128.64
Coca-Cola Company (KO) 0.2 $861k 12k 71.62
BP Sponsored Adr (BP) 0.2 $858k 25k 33.79
Canadian Pacific Kansas City (CP) 0.2 $854k 12k 70.21
Linde SHS (LIN) 0.2 $848k 1.8k 465.64
Exxon Mobil Corporation (XOM) 0.2 $828k 7.0k 118.92
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $826k 6.8k 122.01
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $819k 4.8k 170.89
Ishares Tr Ibonds Dec 25 (IBMN) 0.1 $815k 31k 26.75
Ishares Tr Ibonds Dec 26 (IBMO) 0.1 $812k 32k 25.56
Automatic Data Processing (ADP) 0.1 $812k 2.7k 305.53
Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $809k 32k 25.28
Ishares Tr Ibonds Dec 28 (IBMQ) 0.1 $806k 32k 25.29
Ishares Tr Ibonds Dec 2029 (IBMR) 0.1 $802k 32k 25.04
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $801k 16k 50.28
Booking Holdings (BKNG) 0.1 $783k 170.00 4606.91
Ishares Tr Ibonds Dec 2030 (IBMS) 0.1 $772k 30k 25.40
Vici Pptys (VICI) 0.1 $768k 24k 32.62
ConocoPhillips (COP) 0.1 $746k 7.1k 105.02
Essex Property Trust (ESS) 0.1 $745k 2.4k 306.57
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $739k 25k 29.28
Ishares Tr Msci Eafe Etf (EFA) 0.1 $737k 9.0k 81.73
Sanofi Sponsored Adr (SNY) 0.1 $724k 13k 55.46
Mondelez Intl Cl A (MDLZ) 0.1 $716k 11k 67.85
Norfolk Southern (NSC) 0.1 $690k 2.9k 236.85
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $686k 60k 11.52
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $685k 8.8k 78.28
Nike CL B (NKE) 0.1 $682k 11k 63.48
Prudential Adr (PUK) 0.1 $682k 32k 21.50
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $681k 61k 11.20
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $678k 10k 65.21
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $677k 11k 61.56
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $664k 13k 51.08
Bio-techne Corporation (TECH) 0.1 $660k 11k 58.63
Citigroup Com New (C) 0.1 $657k 9.3k 70.99
Novo-nordisk A S Adr (NVO) 0.1 $656k 9.4k 69.44
Palo Alto Networks (PANW) 0.1 $641k 3.8k 170.64
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $636k 15k 42.52
Accenture Plc Ireland Shs Class A (ACN) 0.1 $634k 2.0k 312.04
Eaton Corp SHS (ETN) 0.1 $629k 2.3k 271.83
GSK Sponsored Adr (GSK) 0.1 $621k 16k 38.74
MercadoLibre (MELI) 0.1 $609k 312.00 1950.87
Diageo Spon Adr New (DEO) 0.1 $604k 5.8k 104.79
Iron Mountain (IRM) 0.1 $579k 6.7k 86.04
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $574k 5.4k 105.60
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $574k 13k 44.26
Waste Management (WM) 0.1 $573k 2.5k 231.51
Deere & Company (DE) 0.1 $572k 1.2k 469.35
Parker-Hannifin Corporation (PH) 0.1 $570k 937.00 607.85
Zoetis Cl A (ZTS) 0.1 $565k 3.4k 164.65
Roper Industries (ROP) 0.1 $563k 954.00 589.58
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.1 $542k 21k 25.40
Extra Space Storage (EXR) 0.1 $535k 3.6k 148.49
PPL Corporation (PPL) 0.1 $532k 15k 36.11
Sherwin-Williams Company (SHW) 0.1 $529k 1.5k 349.19
Palantir Technologies Cl A (PLTR) 0.1 $528k 6.3k 84.41
PNC Financial Services (PNC) 0.1 $525k 3.0k 175.77
American Centy Etf Tr International Lr (AVIV) 0.1 $514k 9.1k 56.68
Asml Holding N V N Y Registry Shs (ASML) 0.1 $512k 773.00 662.63
Carrier Global Corporation (CARR) 0.1 $498k 7.9k 63.40
Bristol Myers Squibb (BMY) 0.1 $494k 8.1k 60.99
Union Pacific Corporation (UNP) 0.1 $494k 2.1k 236.24
Omega Healthcare Investors (OHI) 0.1 $493k 13k 38.08
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $489k 6.2k 78.89
Intuit (INTU) 0.1 $481k 784.00 613.99
Arthur J. Gallagher & Co. (AJG) 0.1 $480k 1.4k 345.24
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $478k 19k 25.04
Ishares Tr Investment Grade (IGEB) 0.1 $478k 11k 45.01
Ingersoll Rand (IR) 0.1 $474k 5.9k 80.03
Vanguard World Mega Cap Index (MGC) 0.1 $473k 2.4k 201.38
Netflix (NFLX) 0.1 $472k 506.00 932.53
Ubiquiti (UI) 0.1 $470k 1.5k 310.14
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $469k 4.0k 116.39
Lockheed Martin Corporation (LMT) 0.1 $466k 1.0k 446.71
CVS Caremark Corporation (CVS) 0.1 $457k 6.7k 67.75
Realty Income (O) 0.1 $456k 7.9k 58.01
Relx Sponsored Adr (RELX) 0.1 $454k 9.0k 50.41
Udr (UDR) 0.1 $454k 10k 45.17
Comcast Corp Cl A (CMCSA) 0.1 $454k 12k 36.90
Nucor Corporation (NUE) 0.1 $433k 3.6k 120.34
Teradyne (TER) 0.1 $428k 5.2k 82.60
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $426k 22k 19.78
Applied Materials (AMAT) 0.1 $425k 2.9k 145.12
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $423k 16k 26.89
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $421k 7.1k 59.40
Moody's Corporation (MCO) 0.1 $421k 903.00 465.69
Healthcare Rlty Tr Cl A Com (HR) 0.1 $417k 25k 16.90
Analog Devices (ADI) 0.1 $416k 2.1k 201.67
Pfizer (PFE) 0.1 $416k 16k 25.34
Ishares Tr Faln Angls Usd (FALN) 0.1 $412k 15k 26.79
Charles Schwab Corporation (SCHW) 0.1 $408k 5.2k 78.28
Emerson Electric (EMR) 0.1 $401k 3.7k 109.64
CSX Corporation (CSX) 0.1 $400k 14k 29.43
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $394k 4.5k 87.18
Air Products & Chemicals (APD) 0.1 $388k 1.3k 294.92
Totalenergies Se Sponsored Ads (TTE) 0.1 $388k 6.0k 64.69
Caterpillar (CAT) 0.1 $388k 1.2k 329.80
Ing Groep Sponsored Adr (ING) 0.1 $382k 20k 19.59
Domino's Pizza (DPZ) 0.1 $379k 824.00 459.45
Te Connectivity Ord Shs (TEL) 0.1 $375k 2.7k 141.32
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $374k 19k 19.53
Ishares Tr Core Msci Eafe (IEFA) 0.1 $373k 4.9k 75.65
Listed Fd Tr Roundhill Magnif (MAGS) 0.1 $372k 8.1k 45.86
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.1 $371k 7.4k 50.23
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $364k 2.9k 127.08
Sea Sponsord Ads (SE) 0.1 $358k 2.7k 130.49
British Amern Tob Sponsored Adr (BTI) 0.1 $353k 8.5k 41.37
Smurfit Westrock SHS (SW) 0.1 $352k 7.8k 45.06
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $348k 1.4k 255.53
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $348k 1.8k 190.58
Highwoods Properties (HIW) 0.1 $347k 12k 29.64
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $345k 6.8k 51.07
Stryker Corporation (SYK) 0.1 $340k 912.00 372.25
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $339k 4.5k 75.91
Ge Aerospace Com New (GE) 0.1 $337k 1.7k 200.15
EOG Resources (EOG) 0.1 $335k 2.6k 128.24
Makemytrip Limited Mauritius SHS (MMYT) 0.1 $334k 3.4k 97.99
Ishares Tr Core Total Usd (IUSB) 0.1 $330k 7.2k 46.08
Walt Disney Company (DIS) 0.1 $329k 3.3k 98.69
Allegion Ord Shs (ALLE) 0.1 $326k 2.5k 130.46
Kimco Realty Corporation (KIM) 0.1 $326k 15k 21.24
Boyd Gaming Corporation (BYD) 0.1 $324k 4.9k 65.83
Aon Shs Cl A (AON) 0.1 $323k 810.00 399.09
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $322k 4.1k 78.94
Microchip Technology (MCHP) 0.1 $320k 6.6k 48.41
Ptc Therapeutics I (PTCT) 0.1 $316k 6.2k 50.96
Wells Fargo & Company (WFC) 0.1 $315k 4.4k 71.79
Ishares Ethereum Tr SHS (ETHA) 0.1 $315k 23k 13.82
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $307k 6.0k 51.05
Ishares Tr Core Div Grwth (DGRO) 0.1 $302k 4.9k 61.78
Icici Bank Adr (IBN) 0.1 $301k 9.5k 31.52
Uber Technologies (UBER) 0.1 $300k 4.1k 72.86
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $299k 11k 26.58
Ferrari Nv Ord (RACE) 0.1 $298k 696.00 427.88
Vistra Energy (VST) 0.1 $293k 2.5k 117.44
Verizon Communications (VZ) 0.1 $284k 6.3k 45.36
McKesson Corporation (MCK) 0.1 $282k 419.00 672.99
L3harris Technologies (LHX) 0.1 $282k 1.3k 209.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $281k 10k 27.96
Fortinet (FTNT) 0.1 $277k 2.9k 96.26
Arcelormittal Sa Luxembourg Ny Registry Sh (MT) 0.1 $276k 9.6k 28.85
Waste Connections (WCN) 0.1 $275k 1.4k 195.19
Anthem (ELV) 0.1 $273k 628.00 434.96
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $268k 4.6k 57.61
Sba Communications Corp Cl A (SBAC) 0.0 $265k 1.2k 220.01
Hershey Company (HSY) 0.0 $264k 1.5k 171.03
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $261k 2.1k 124.50
Ecolab (ECL) 0.0 $254k 1.0k 253.52
Dell Technologies CL C (DELL) 0.0 $252k 2.8k 91.15
Ishares Esg Awr Msci Em (ESGE) 0.0 $250k 7.1k 34.95
Shell Spon Ads (SHEL) 0.0 $248k 3.4k 73.28
International Business Machines (IBM) 0.0 $247k 993.00 248.66
Americold Rlty Tr (COLD) 0.0 $245k 11k 21.46
Smith & Nephew Spdn Adr New (SNN) 0.0 $241k 8.5k 28.37
Gilead Sciences (GILD) 0.0 $241k 2.1k 112.05
Blackrock (BLK) 0.0 $240k 254.00 946.48
Quanta Services (PWR) 0.0 $239k 942.00 254.18
AvalonBay Communities (AVB) 0.0 $237k 1.1k 214.62
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $237k 3.6k 65.76
M&T Bank Corporation (MTB) 0.0 $233k 1.3k 178.75
Southern Company (SO) 0.0 $233k 2.5k 91.95
Marsh & McLennan Companies (MMC) 0.0 $232k 952.00 244.03
Ishares Tr Core High Dv Etf (HDV) 0.0 $231k 1.9k 121.12
Lam Research Corp Com New (LRCX) 0.0 $231k 3.2k 72.70
O'reilly Automotive (ORLY) 0.0 $228k 159.00 1432.58
Host Hotels & Resorts (HST) 0.0 $227k 16k 14.21
Danaher Corporation (DHR) 0.0 $227k 1.1k 205.00
Safety Insurance (SAFT) 0.0 $226k 2.9k 78.88
Godaddy Cl A (GDDY) 0.0 $226k 1.3k 180.14
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $225k 1.2k 188.16
Allstate Corporation (ALL) 0.0 $224k 1.1k 207.07
Natwest Group Spons Adr (NWG) 0.0 $222k 19k 11.92
Nextera Energy (NEE) 0.0 $219k 3.1k 70.89
Blackstone Group Inc Com Cl A (BX) 0.0 $219k 1.6k 139.78
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $219k 451.00 484.82
Cigna Corp (CI) 0.0 $212k 646.00 328.80
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.0 $207k 2.2k 92.27
Select Sector Spdr Tr Financial (XLF) 0.0 $206k 4.1k 49.81
A. O. Smith Corporation (AOS) 0.0 $205k 3.1k 65.36
American Electric Power Company (AEP) 0.0 $205k 1.9k 109.27
Ishares Gold Tr Ishares New (IAU) 0.0 $202k 3.4k 58.96
Ishares Tr Short Treas Bd (SHV) 0.0 $202k 1.8k 110.46
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $202k 4.1k 49.62
Dex (DXCM) 0.0 $200k 2.9k 68.29
Teladoc (TDOC) 0.0 $188k 24k 7.96
Harborone Bancorp Com New (HONE) 0.0 $133k 13k 10.37
SigmaTron International (SGMA) 0.0 $121k 97k 1.25
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $29k 13k 2.23