Gibbs Wealth Management

Gibbs Wealth Management as of March 31, 2026

Portfolio Holdings for Gibbs Wealth Management

Gibbs Wealth Management holds 430 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
Spdr Series Trust State Street Spd (SPYG) 5.1 $39M 394k 97.91
Spdr Index Shs Fds State Street Spd (SPDW) 4.3 $33M 715k 45.65
Spdr Series Trust State Street Spd (SPYV) 3.2 $25M 435k 56.58
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.9 $22M 519k 42.31
NVIDIA Corporation (NVDA) 2.7 $20M 116k 174.40
Ishares Tr Us Treas Bd Etf (GOVT) 2.6 $20M 854k 22.91
Spdr Series Trust State Street Spd (SPMB) 2.5 $19M 843k 22.39
Spdr Series Trust State Street Spd (SPTL) 2.1 $16M 600k 26.30
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.1 $16M 190k 82.75
Spdr Series Trust State Street Spd (SPSM) 1.7 $13M 270k 48.32
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 1.7 $13M 212k 60.39
Spdr Index Shs Fds State Street Spd (SPEM) 1.5 $12M 248k 46.91
Microsoft Corporation (MSFT) 1.4 $11M 30k 370.17
Apple (AAPL) 1.4 $11M 42k 253.79
Amazon (AMZN) 1.3 $10M 48k 208.27
Alphabet Cap Stk Cl A (GOOGL) 1.3 $10M 35k 287.56
Analog Devices (ADI) 1.2 $9.4M 30k 318.14
Spdr Series Trust State Street Spd (BIL) 1.2 $9.2M 101k 91.64
Meta Platforms Cl A (META) 1.1 $8.3M 14k 572.13
Tesla Motors (TSLA) 1.1 $8.2M 22k 371.75
Spdr Series Trust State Street Spd (SPSB) 0.9 $7.2M 240k 30.07
Visa Com Cl A (V) 0.9 $7.1M 24k 302.25
Costco Wholesale Corporation (COST) 0.9 $6.6M 6.7k 996.47
Applied Materials (AMAT) 0.8 $6.1M 18k 341.79
Alphabet Cap Stk Cl C (GOOG) 0.8 $6.1M 21k 287.74
Oracle Corporation (ORCL) 0.8 $6.0M 41k 147.11
Broadcom (AVGO) 0.8 $5.8M 19k 309.52
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.7 $5.7M 93k 61.32
Boeing Company (BA) 0.7 $5.6M 28k 199.03
Netflix (NFLX) 0.7 $5.5M 57k 96.15
Eli Lilly & Co. (LLY) 0.7 $5.5M 5.9k 919.83
Verizon Communications (VZ) 0.6 $4.8M 96k 50.20
JPMorgan Chase & Co. (JPM) 0.6 $4.5M 15k 294.33
Ishares Tr Broad Usd High (USHY) 0.5 $4.2M 113k 36.84
Shopify Cl A Sub Vtg Shs (SHOP) 0.5 $4.1M 35k 118.62
Spdr Series Trust State Street Spd (SLYG) 0.5 $4.0M 42k 96.62
Spdr Gold Tr Gold Shs (GLD) 0.5 $3.7M 8.6k 430.29
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.5 $3.7M 74k 50.37
salesforce (CRM) 0.5 $3.6M 19k 186.68
Chevron Corporation (CVX) 0.5 $3.5M 17k 206.90
McDonald's Corporation (MCD) 0.4 $3.4M 11k 310.80
Raytheon Technologies Corp (RTX) 0.4 $3.3M 17k 192.90
Ishares Tr Core S&p500 Etf (IVV) 0.4 $3.3M 5.0k 653.20
Philip Morris International (PM) 0.4 $3.0M 18k 165.34
Sterling Construction Company (STRL) 0.4 $3.0M 7.3k 407.27
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $2.9M 4.00 718140.00
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $2.5M 5.6k 446.54
Walt Disney Company (DIS) 0.3 $2.5M 26k 96.38
Wells Fargo & Company (WFC) 0.3 $2.5M 32k 79.61
Mastercard Incorporated Cl A (MA) 0.3 $2.5M 5.0k 499.71
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.3 $2.5M 53k 46.61
Rbc Cad (RY) 0.3 $2.5M 15k 161.78
Abbvie (ABBV) 0.3 $2.4M 11k 217.49
Constellation Brands Cl A (STZ) 0.3 $2.4M 16k 150.00
Bank of America Corporation (BAC) 0.3 $2.4M 48k 48.75
Monster Beverage Corp (MNST) 0.3 $2.3M 32k 72.46
Cisco Systems (CSCO) 0.3 $2.2M 29k 77.59
Starbucks Corporation (SBUX) 0.3 $2.2M 25k 89.63
CVS Caremark Corporation (CVS) 0.3 $2.2M 30k 71.82
Williams Companies (WMB) 0.3 $2.1M 29k 72.78
Johnson & Johnson (JNJ) 0.3 $2.1M 8.7k 244.46
At&t (T) 0.3 $2.1M 73k 28.99
Novartis Sponsored Adr (NVS) 0.3 $2.1M 14k 152.75
Lowe's Companies (LOW) 0.3 $2.1M 8.8k 236.28
Epam Systems (EPAM) 0.3 $2.1M 15k 135.40
American Tower Reit (AMT) 0.3 $2.1M 12k 172.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.1M 4.3k 479.20
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.3 $2.1M 45k 45.18
Exxon Mobil Corporation (XOM) 0.3 $2.0M 12k 169.66
Caterpillar (CAT) 0.3 $2.0M 2.8k 708.48
Shell Spon Ads (SHEL) 0.3 $2.0M 21k 93.00
Pepsi (PEP) 0.3 $2.0M 13k 155.28
Profesionally Managed Portfo Congress Smid Gr (CSMD) 0.2 $1.9M 62k 30.71
Freeport Mcmoran CL B (FCX) 0.2 $1.9M 32k 58.78
Cigna Corp (CI) 0.2 $1.9M 7.0k 266.74
Ametek (AME) 0.2 $1.8M 8.6k 214.37
Morgan Stanley Com New (MS) 0.2 $1.8M 11k 164.58
AES Corporation (AES) 0.2 $1.8M 129k 14.09
PG&E Corporation (PCG) 0.2 $1.8M 103k 17.57
Regeneron Pharmaceuticals (REGN) 0.2 $1.8M 2.3k 772.66
Curtiss-Wright (CW) 0.2 $1.7M 2.6k 681.13
Citigroup Com New (C) 0.2 $1.7M 15k 113.41
Autodesk (ADSK) 0.2 $1.7M 7.3k 239.40
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.7M 27k 64.08
Servicenow (NOW) 0.2 $1.7M 17k 104.55
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.2 $1.7M 134k 12.80
Corning Incorporated (GLW) 0.2 $1.7M 13k 135.98
CSX Corporation (CSX) 0.2 $1.7M 41k 41.05
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $1.7M 2.6k 650.22
American Intl Group Com New (AIG) 0.2 $1.7M 22k 75.25
Intuitive Surgical Com New (ISRG) 0.2 $1.6M 3.6k 460.99
Wal-Mart Stores (WMT) 0.2 $1.6M 13k 124.28
Astrazeneca Ord (AZN) 0.2 $1.6M 8.3k 197.23
Bristol Myers Squibb (BMY) 0.2 $1.6M 27k 60.65
Agnico (AEM) 0.2 $1.6M 8.0k 202.98
Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $1.6M 1.2k 1320.83
Spdr Index Shs Fds State Street Spd (GWX) 0.2 $1.6M 38k 42.23
Unilever Spon Adr New (UL) 0.2 $1.6M 28k 56.97
Rambus (RMBS) 0.2 $1.6M 18k 86.03
Snap-on Incorporated (SNA) 0.2 $1.6M 4.3k 363.22
Technipfmc (FTI) 0.2 $1.6M 23k 69.13
Modine Manufacturing (MOD) 0.2 $1.5M 7.0k 216.71
Msci (MSCI) 0.2 $1.5M 2.8k 539.09
Novanta (NOVT) 0.2 $1.5M 13k 118.11
Thermo Fisher Scientific (TMO) 0.2 $1.5M 3.1k 491.54
InterDigital (IDCC) 0.2 $1.5M 5.0k 302.02
Merck & Co (MRK) 0.2 $1.5M 13k 120.29
Barrick Mng Corp Com Shs (B) 0.2 $1.5M 37k 40.79
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 0.2 $1.5M 43k 34.63
Marathon Petroleum Corp (MPC) 0.2 $1.4M 5.9k 244.18
Novo-nordisk A S Adr (NVO) 0.2 $1.4M 39k 36.75
Boot Barn Hldgs (BOOT) 0.2 $1.4M 9.7k 146.36
Coca-Cola Company (KO) 0.2 $1.4M 18k 76.05
Moog Cl A (MOG.A) 0.2 $1.4M 4.7k 292.65
UFP Technologies (UFPT) 0.2 $1.3M 7.0k 193.60
Medtronic SHS (MDT) 0.2 $1.3M 15k 86.65
Pjt Partners Com Cl A (PJT) 0.2 $1.3M 9.2k 139.72
Ishares Tr National Mun Etf (MUB) 0.2 $1.3M 12k 106.15
Repligen Corporation (RGEN) 0.2 $1.3M 11k 117.82
EnPro Industries (NPO) 0.2 $1.2M 5.0k 250.66
Deere & Company (DE) 0.2 $1.2M 2.2k 563.32
Home Depot (HD) 0.2 $1.2M 3.7k 328.93
Tenet Healthcare Corp Com New (THC) 0.2 $1.2M 6.5k 188.71
Houlihan Lokey Cl A (HLI) 0.2 $1.2M 8.4k 143.62
Equinor Asa Sponsored Adr (EQNR) 0.2 $1.2M 28k 42.20
Universal Technical Institute (UTI) 0.2 $1.2M 33k 36.10
Duke Energy Corp Com New (DUK) 0.2 $1.2M 9.0k 130.93
Primoris Services (PRIM) 0.2 $1.2M 8.3k 143.04
ConocoPhillips (COP) 0.2 $1.2M 8.9k 131.99
Monolithic Power Systems (MPWR) 0.2 $1.2M 1.1k 1093.41
Newmont Mining Corporation (NEM) 0.2 $1.1M 11k 108.25
Totalenergies Se Act (TTE) 0.1 $1.1M 13k 90.98
LeMaitre Vascular (LMAT) 0.1 $1.1M 10k 109.17
Teledyne Technologies Incorporated (TDY) 0.1 $1.1M 1.9k 605.01
Zoetis Cl A (ZTS) 0.1 $1.1M 9.5k 118.21
Southwest Airlines (LUV) 0.1 $1.1M 30k 37.57
Wabtec Corporation (WAB) 0.1 $1.1M 4.5k 249.92
Capital One Financial (COF) 0.1 $1.1M 6.1k 182.43
Ligand Pharmaceuticals Com New (LGND) 0.1 $1.1M 5.6k 199.65
Brinker International (EAT) 0.1 $1.1M 7.8k 142.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.1M 1.9k 577.23
Abbott Laboratories Call Option (ABT) 0.1 $1.1M 11k 102.67
Aon Shs Cl A (AON) 0.1 $1.1M 3.3k 322.78
CNA Financial Corporation (CNA) 0.1 $1.1M 23k 45.92
Mondelez Intl Cl A (MDLZ) 0.1 $1.1M 18k 57.64
Emcor (EME) 0.1 $1.0M 1.4k 738.31
NOVA MEASURING Instruments L (NVMI) 0.1 $1.0M 2.4k 434.28
Ameris Ban (ABCB) 0.1 $1.0M 13k 77.99
Ishares Tr Eafe Value Etf (EFV) 0.1 $1.0M 14k 74.35
Qualcomm (QCOM) 0.1 $1.0M 8.1k 128.79
Livanova SHS (LIVN) 0.1 $1.0M 16k 63.56
CoStar (CSGP) 0.1 $1.0M 25k 40.34
Expeditors International of Washington (EXPD) 0.1 $1.0M 7.0k 143.24
Skyline Corporation (SKY) 0.1 $1.0M 14k 74.37
MetLife (MET) 0.1 $998k 14k 70.72
Nvent Elec SHS (NVT) 0.1 $993k 8.4k 118.28
Enbridge (ENB) 0.1 $984k 18k 54.14
Accenture Plc Ireland Shs Class A (ACN) 0.1 $981k 4.9k 198.29
Centene Corporation (CNC) 0.1 $978k 30k 32.74
Cooper Cos (COO) 0.1 $975k 14k 71.50
Kirby Corporation (KEX) 0.1 $974k 7.3k 132.88
Calix (CALX) 0.1 $957k 20k 48.99
Ross Stores (ROST) 0.1 $952k 4.4k 216.65
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $943k 2.8k 337.95
Cargurus Com Cl A (CARG) 0.1 $943k 28k 34.05
Palantir Technologies Cl A (PLTR) 0.1 $933k 6.4k 146.28
Tg Therapeutics (TGTX) 0.1 $931k 28k 33.22
Gilead Sciences (GILD) 0.1 $924k 6.6k 139.39
Cme (CME) 0.1 $923k 3.1k 295.35
Interface (TILE) 0.1 $916k 37k 24.92
Advanced Micro Devices (AMD) 0.1 $906k 4.5k 203.43
Balchem Corporation (BCPC) 0.1 $891k 5.3k 169.48
Lam Research Corp Com New (LRCX) 0.1 $884k 4.1k 213.66
Vanguard Index Fds Growth Etf (VUG) 0.1 $873k 2.0k 436.88
Atlantic Union B (AUB) 0.1 $867k 24k 35.74
Sensient Technologies Corporation (SXT) 0.1 $865k 10k 86.44
Canadian Natl Ry (CNI) 0.1 $861k 8.4k 102.77
John Bean Technologies Corporation (JBTM) 0.1 $859k 6.7k 127.87
Sap Se Spon Adr (SAP) 0.1 $852k 5.0k 171.21
Pfizer (PFE) 0.1 $845k 30k 28.08
IDEXX Laboratories (IDXX) 0.1 $843k 1.5k 561.89
Ge Aerospace Com New (GE) 0.1 $841k 3.0k 283.77
SEI Investments Company (SEIC) 0.1 $834k 11k 78.47
Federal Signal Corporation (FSS) 0.1 $827k 7.6k 108.14
Avery Dennison Corporation (AVY) 0.1 $825k 4.8k 172.69
General Dynamics Corporation (GD) 0.1 $825k 2.4k 343.24
Procter & Gamble Company (PG) 0.1 $823k 5.7k 144.46
ACI Worldwide (ACIW) 0.1 $823k 20k 41.01
Ing Groep Sponsored Adr (ING) 0.1 $817k 31k 26.05
Bj's Wholesale Club Holdings (BJ) 0.1 $816k 8.3k 98.42
Ishares Silver Tr Ishares (SLV) 0.1 $813k 12k 68.14
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $813k 3.3k 248.84
West Pharmaceutical Services (WST) 0.1 $806k 3.2k 250.64
Synopsys (SNPS) 0.1 $806k 2.0k 396.48
Merit Medical Systems (MMSI) 0.1 $800k 12k 68.93
CommVault Systems (CVLT) 0.1 $798k 10k 77.89
Yum! Brands (YUM) 0.1 $798k 5.1k 155.49
Amphenol Corp Cl A (APH) 0.1 $786k 6.2k 126.35
Verisk Analytics (VRSK) 0.1 $784k 4.1k 189.76
Sanofi Sa Sponsored Adr (SNY) 0.1 $781k 16k 48.18
BP Sponsored Adr (BP) 0.1 $781k 17k 47.00
Chubb (CB) 0.1 $777k 2.4k 325.93
Comfort Systems USA (FIX) 0.1 $776k 563.00 1379.02
AeroVironment (AVAV) 0.1 $776k 4.2k 183.05
Csw Industrials (CSW) 0.1 $772k 3.0k 260.58
Comcast Corp Cl A (CMCSA) 0.1 $772k 27k 28.71
Uber Technologies (UBER) 0.1 $769k 11k 71.93
British Amern Tob Sponsored Adr (BTI) 0.1 $764k 13k 58.47
Casey's General Stores (CASY) 0.1 $755k 1.0k 727.92
Valmont Industries (VMI) 0.1 $751k 1.9k 399.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $751k 14k 54.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $743k 11k 67.53
Imax Corp Cad (IMAX) 0.1 $740k 20k 38.01
Sony Group Corp Sponsored Adr (SONY) 0.1 $738k 36k 20.70
Heico Corp Cl A (HEI.A) 0.1 $730k 3.5k 211.09
Darling International (DAR) 0.1 $726k 12k 61.85
Old Dominion Freight Line (ODFL) 0.1 $723k 3.7k 195.41
Spdr Series Trust State Street Spd (MDYG) 0.1 $722k 7.5k 95.96
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $704k 7.4k 95.44
Occidental Petroleum Corporation (OXY) 0.1 $696k 11k 65.00
Penumbra (PEN) 0.1 $696k 2.1k 328.37
C H Robinson Worldwide In Com New (CHRW) 0.1 $692k 4.2k 166.07
Becton, Dickinson and (BDX) 0.1 $692k 4.4k 157.25
Crane Holdings (CXT) 0.1 $687k 17k 40.59
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $682k 14k 50.61
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $670k 3.5k 191.84
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $662k 2.3k 287.13
Advanced Drain Sys Inc Del (WMS) 0.1 $661k 4.8k 137.13
Vericel (VCEL) 0.1 $660k 21k 32.17
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $656k 9.2k 71.61
United Parcel Svcs CL B (UPS) 0.1 $656k 6.7k 98.37
GSK Sponsored Adr (GSK) 0.1 $655k 12k 55.19
Spdr Series Trust State Street Spd (MDYV) 0.1 $646k 7.6k 85.15
Airbnb Com Cl A (ABNB) 0.1 $643k 5.1k 126.28
Us Bancorp Com New (USB) 0.1 $641k 12k 52.01
Tractor Supply Company (TSCO) 0.1 $638k 14k 45.30
Yeti Hldgs (YETI) 0.1 $636k 17k 36.59
Karman Hldgs Common Stock (KRMN) 0.1 $635k 7.9k 80.05
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $625k 6.7k 92.67
Pool Corporation (POOL) 0.1 $624k 3.1k 202.35
Trane Technologies SHS (TT) 0.1 $622k 1.5k 416.74
Union Pacific Corporation (UNP) 0.1 $621k 2.6k 242.58
Honda Motor Adr Ech Cnv In 3 (HMC) 0.1 $615k 25k 24.31
Pentair SHS (PNR) 0.1 $613k 7.0k 87.12
Nextera Energy (NEE) 0.1 $610k 6.6k 92.88
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $608k 121k 5.03
Range Resources (RRC) 0.1 $605k 13k 45.18
Texas Instruments Incorporated (TXN) 0.1 $601k 3.1k 194.14
Kinsale Cap Group (KNSL) 0.1 $599k 1.8k 341.66
Block Cl A (XYZ) 0.1 $592k 9.8k 60.18
Medpace Hldgs (MEDP) 0.1 $586k 1.2k 480.19
Halozyme Therapeutics (HALO) 0.1 $585k 9.0k 64.63
Carpenter Technology Corporation (CRS) 0.1 $583k 1.5k 394.15
Ishares Tr Core Msci Eafe (IEFA) 0.1 $575k 6.4k 90.53
Prestige Brands Holdings (PBH) 0.1 $568k 9.6k 59.27
American Electric Power Company (AEP) 0.1 $565k 4.3k 131.10
American Water Works (AWK) 0.1 $564k 4.1k 136.09
Rubrik Cl A (RBRK) 0.1 $561k 12k 48.97
Intercontinental Exchange (ICE) 0.1 $559k 3.6k 157.28
Api Group Corp Com Stk (APG) 0.1 $554k 14k 40.52
Hamilton Lane Cl A (HLNE) 0.1 $554k 5.6k 99.41
Equifax (EFX) 0.1 $554k 3.1k 180.08
Lpl Financial Holdings (LPLA) 0.1 $551k 1.8k 300.84
Guardant Health (GH) 0.1 $548k 5.9k 92.37
Brooks Automation (AZTA) 0.1 $547k 26k 21.13
FactSet Research Systems (FDS) 0.1 $546k 2.5k 217.00
Invesco Db Multi-sector Comm Precious Metal (DBP) 0.1 $544k 4.9k 110.04
Lincoln Electric Holdings (LECO) 0.1 $542k 2.2k 249.08
Antero Res (AR) 0.1 $540k 13k 42.44
Diageo Spon Adr New (DEO) 0.1 $537k 7.2k 74.45
Teradata Corporation (TDC) 0.1 $537k 21k 25.63
Ge Vernova (GEV) 0.1 $536k 614.00 872.90
Align Technology (ALGN) 0.1 $536k 3.1k 171.43
Waste Management (WM) 0.1 $534k 2.3k 229.83
General Motors Company (GM) 0.1 $533k 7.2k 74.50
Entegris (ENTG) 0.1 $532k 4.5k 117.24
Honeywell International (HON) 0.1 $531k 2.4k 226.03
Wec Energy Group (WEC) 0.1 $531k 4.6k 115.77
Air Products & Chemicals (APD) 0.1 $531k 1.8k 290.51
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $530k 8.9k 59.78
Norfolk Southern (NSC) 0.1 $530k 1.8k 287.00
Jfrog Ord Shs (FROG) 0.1 $526k 11k 46.93
Charles Schwab Corporation (SCHW) 0.1 $526k 5.6k 93.99
Ptc (PTC) 0.1 $524k 3.7k 142.49
Paypal Holdings (PYPL) 0.1 $523k 12k 45.23
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $521k 3.2k 161.74
Cloudflare Cl A Com (NET) 0.1 $519k 2.5k 206.34
Steris Shs Usd (STE) 0.1 $519k 2.3k 221.13
Spdr Series Trust State Street Spd (BILS) 0.1 $517k 5.2k 99.44
Nordson Corporation (NDSN) 0.1 $517k 1.9k 266.09
Hawkins (HWKN) 0.1 $517k 3.4k 153.60
Nike CL B (NKE) 0.1 $516k 9.8k 52.82
International Business Machines (IBM) 0.1 $515k 2.1k 242.39
Northern Lts Fd Tr Iv Main Thematc In (TMAT) 0.1 $515k 22k 23.19
Spdr Series Trust State Street Spd (SLYV) 0.1 $514k 5.4k 94.59
Micron Technology (MU) 0.1 $512k 1.5k 337.90
O'reilly Automotive (ORLY) 0.1 $511k 5.5k 92.31
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $504k 2.1k 240.01
Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $500k 5.4k 92.04
Advanced Energy Industries (AEIS) 0.1 $496k 1.5k 322.71
Constellation Energy (CEG) 0.1 $491k 1.8k 279.28
Spotify Technology S A SHS (SPOT) 0.1 $491k 1.0k 484.91
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.1 $491k 35k 14.08
Baker Hughes Company Cl A (BKR) 0.1 $490k 8.0k 61.05
Marriott Intl Cl A (MAR) 0.1 $490k 1.5k 327.07
Spdr Series Trust State Street Spd (JNK) 0.1 $486k 5.1k 95.72
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $486k 8.6k 56.79
Sea Sponsord Ads (SE) 0.1 $481k 5.8k 82.81
Ishares Tr Msci Usa Value (VLUE) 0.1 $481k 3.4k 142.19
Willis Towers Watson SHS (WTW) 0.1 $479k 1.6k 290.70
Intel Corporation (INTC) 0.1 $478k 11k 44.13
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $477k 4.5k 106.50
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $474k 12k 38.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $474k 6.1k 77.11
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $473k 4.2k 113.11
Lockheed Martin Corporation (LMT) 0.1 $473k 783.00 604.44
HSBC HLDGS Spon Adr New (HSBC) 0.1 $472k 5.7k 82.49
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.1 $471k 9.4k 50.33
Relx Sponsored Adr (RELX) 0.1 $468k 14k 33.15
Illumina (ILMN) 0.1 $466k 3.8k 123.26
Dow (DOW) 0.1 $463k 11k 41.65
Listed Fds Tr Relative Strengt (RSMV) 0.1 $462k 18k 26.47
Insulet Corporation (PODD) 0.1 $461k 2.2k 209.84
Ameriprise Financial (AMP) 0.1 $459k 1.0k 444.40
Broadridge Financial Solutions (BR) 0.1 $457k 2.8k 162.49
Ishares Msci Eurzone Etf (EZU) 0.1 $456k 7.3k 62.64
Vanguard Index Fds Value Etf (VTV) 0.1 $454k 2.3k 196.16
Mirion Technologies Com Cl A (MIR) 0.1 $445k 24k 18.59
Lennox International (LII) 0.1 $442k 952.00 464.16
Ishares Tr Rus 1000 Etf (IWB) 0.1 $437k 1.2k 356.57
Viking Holdings Ord Shs (VIK) 0.1 $436k 5.9k 73.48
Republic Services (RSG) 0.1 $430k 2.0k 219.02
Floor & Decor Hldgs Cl A (FND) 0.1 $427k 8.4k 50.80
Bio-techne Corporation (TECH) 0.1 $425k 8.1k 52.26
Enerpac Tool Group Corp Cl A Com (EPAC) 0.1 $424k 12k 36.47
MercadoLibre (MELI) 0.1 $418k 242.00 1729.02
Corteva (CTVA) 0.1 $416k 5.0k 83.71
Ishares Tr Europe Etf (IEV) 0.1 $413k 6.1k 67.94
Allegion Ord Shs (ALLE) 0.1 $412k 2.8k 145.29
Simon Property (SPG) 0.1 $409k 2.2k 186.47
Automatic Data Processing (ADP) 0.1 $401k 2.0k 203.18
Banco Santander Sa Adr (SAN) 0.1 $399k 35k 11.28
Celsius Hldgs Com New (CELH) 0.1 $398k 11k 35.48
Exponent (EXPO) 0.1 $393k 6.0k 65.25
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $390k 9.6k 40.47
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.1 $389k 23k 16.97
Coherent Corp (COHR) 0.1 $388k 1.6k 238.21
Adaptive Biotechnologies Cor (ADPT) 0.1 $383k 28k 13.88
American Express Company (AXP) 0.0 $380k 1.3k 302.49
Ishares Tr Core Msci Total (IXUS) 0.0 $380k 4.4k 86.64
Qnity Electronics Common Stock (Q) 0.0 $378k 3.3k 115.38
Elf Beauty (ELF) 0.0 $377k 6.2k 60.61
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.0 $370k 7.6k 48.71
Terreno Realty Corporation (TRNO) 0.0 $365k 5.9k 61.42
Ishares Core Msci Emkt (IEMG) 0.0 $365k 5.2k 69.75
Harbor Etf Trust Harbor Commodity (HGER) 0.0 $363k 12k 31.01
Workday Cl A (WDAY) 0.0 $362k 2.8k 129.92
Dupont De Nemours (DD) 0.0 $353k 7.7k 45.80
Badger Meter (BMI) 0.0 $353k 2.3k 152.35
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $352k 2.5k 138.32
Yum China Holdings (YUMC) 0.0 $351k 7.2k 48.78
Thomson Reuters Corp. (TRI) 0.0 $349k 3.9k 89.98
Altria (MO) 0.0 $349k 5.3k 65.99
Oneok (OKE) 0.0 $349k 3.9k 90.39
Jack Henry & Associates (JKHY) 0.0 $347k 2.2k 158.04
ExlService Holdings (EXLS) 0.0 $347k 11k 30.45
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $347k 1.8k 191.88
Cdw (CDW) 0.0 $347k 2.9k 121.03
McKesson Corporation (MCK) 0.0 $342k 395.00 865.36
Ryan Specialty Holdings Cl A (RYAN) 0.0 $335k 9.9k 33.74
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $333k 3.6k 92.69
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $330k 774.00 426.41
Watsco, Incorporated (WSO) 0.0 $324k 891.00 363.79
Oshkosh Corporation (OSK) 0.0 $322k 2.2k 147.21
Prologis (PLD) 0.0 $319k 2.4k 132.18
Servisfirst Bancshares (SFBS) 0.0 $317k 4.4k 72.82
Southern Company (SO) 0.0 $315k 3.3k 96.53
Brown & Brown (BRO) 0.0 $313k 4.8k 65.22
Universal Display Corporation (OLED) 0.0 $313k 3.4k 91.67
Triumph Ban (TFIN) 0.0 $312k 5.2k 59.66
Crowdstrike Hldgs Cl A (CRWD) 0.0 $311k 796.00 390.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $311k 520.00 597.62
Rio Tinto Sponsored Adr (RIO) 0.0 $310k 3.3k 93.29
UnitedHealth (UNH) 0.0 $308k 1.1k 270.61
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $308k 958.00 320.97
TJX Companies (TJX) 0.0 $302k 1.9k 159.70
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $299k 1.4k 213.67
Morningstar (MORN) 0.0 $296k 1.8k 169.05
Toro Company (TTC) 0.0 $296k 3.2k 93.44
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $295k 2.8k 103.43
Bigbear Ai Hldgs (BBAI) 0.0 $295k 84k 3.52
PNC Financial Services (PNC) 0.0 $291k 1.4k 208.10
U.S. Physical Therapy (USPH) 0.0 $287k 3.8k 74.96
Ford Motor Company (F) 0.0 $285k 25k 11.54
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $280k 1.9k 148.10
Nu Hldgs Ord Shs Cl A (NU) 0.0 $278k 19k 14.37
Cardinal Health (CAH) 0.0 $273k 1.3k 211.31
Illinois Tool Works (ITW) 0.0 $268k 1.0k 260.29
Fastenal Company (FAST) 0.0 $264k 5.7k 46.40
Realty Income (O) 0.0 $261k 4.3k 61.18
Kenvue (KVUE) 0.0 $256k 15k 17.24
Vanguard Index Fds Small Cp Etf (VB) 0.0 $255k 974.00 261.92
Churchill Downs (CHDN) 0.0 $249k 2.8k 89.83
Ishares Tr Msci Eafe Etf (EFA) 0.0 $247k 2.5k 97.15
Baxter International (BAX) 0.0 $244k 15k 16.80
Natwest Group Spons Adr (NWG) 0.0 $242k 16k 14.90
Dex (DXCM) 0.0 $236k 3.8k 62.80
Oxford Lane Cap Corp (OXLC) 0.0 $228k 23k 9.78
Eaton Corp SHS (ETN) 0.0 $227k 635.00 357.67
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $225k 2.1k 109.10
Boston Scientific Corporation (BSX) 0.0 $224k 3.6k 62.75
Metropcs Communications (TMUS) 0.0 $222k 1.1k 210.03
Rollins (ROL) 0.0 $222k 4.2k 53.41
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $215k 6.4k 33.77
Ncino (NCNO) 0.0 $214k 14k 14.98
Etf Ser Solutions Aptus Large Cap (DUBS) 0.0 $209k 5.8k 36.06
Northern Lts Fd Tr Iv Main Intnl Etf (INTL) 0.0 $208k 7.3k 28.37
SPS Commerce (SPSC) 0.0 $208k 3.7k 55.67
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $208k 1.9k 110.47
Valero Energy Corporation (VLO) 0.0 $207k 836.00 247.08
Mid-America Apartment (MAA) 0.0 $206k 1.7k 122.12
Huntington Bancshares Incorporated (HBAN) 0.0 $205k 13k 15.65
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $204k 8.4k 24.27
Putnam Etf Trust Franklin Calif (FTCA) 0.0 $202k 28k 7.28
Cabot Oil & Gas Corporation (CTRA) 0.0 $201k 5.7k 35.14
Indie Semiconductor Class A Com (INDI) 0.0 $144k 45k 3.22
Haleon Spon Ads (HLN) 0.0 $134k 13k 10.01
Agnc Invt Corp Com reit (AGNC) 0.0 $128k 13k 10.03
Editas Medicine (EDIT) 0.0 $26k 10k 2.47
Femasys (FEMY) 0.0 $5.1k 12k 0.42