|
Spdr Series Trust Portfolio S&p500
(SPLG)
|
15.8 |
$320M |
|
4.4M |
72.69 |
|
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
6.0 |
$122M |
|
1.2M |
100.69 |
|
Ishares Gold Tr Ishares New
(IAU)
|
4.8 |
$97M |
|
1.6M |
62.36 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
4.7 |
$96M |
|
314k |
303.93 |
|
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
3.4 |
$69M |
|
833k |
82.86 |
|
Ishares Tr Russell 3000 Etf
(IWV)
|
3.1 |
$62M |
|
178k |
351.00 |
|
Spdr Series Trust Portfolio Sh Tsr
(SPTS)
|
2.9 |
$59M |
|
2.0M |
29.29 |
|
Bny Mellon Etf Trust Us Lrg Cp Core
(BKLC)
|
2.7 |
$54M |
|
453k |
118.43 |
|
Apple
(AAPL)
|
2.5 |
$52M |
|
251k |
205.17 |
|
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
2.5 |
$51M |
|
829k |
60.94 |
|
NVIDIA Corporation
(NVDA)
|
2.2 |
$45M |
|
287k |
157.99 |
|
Spdr Series Trust Portfolio Agrgte
(SPAB)
|
2.1 |
$42M |
|
1.6M |
25.60 |
|
Ishares Tr Ishares Semicdtr
(SOXX)
|
2.1 |
$42M |
|
176k |
238.70 |
|
Microsoft Corporation
(MSFT)
|
1.7 |
$35M |
|
70k |
497.41 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
1.7 |
$34M |
|
254k |
135.04 |
|
Spdr Series Trust Portfoli S&p1500
(SPTM)
|
1.6 |
$33M |
|
434k |
74.89 |
|
Ishares Tr Core Total Usd
(IUSB)
|
1.6 |
$32M |
|
687k |
46.23 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.5 |
$30M |
|
49k |
617.85 |
|
Invesco Actvely Mngd Etc Optimum Yield
(PDBC)
|
1.5 |
$30M |
|
2.3M |
13.04 |
|
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
1.2 |
$25M |
|
281k |
88.25 |
|
Bny Mellon Etf Trust Core Bond Etf
(BKAG)
|
1.2 |
$24M |
|
574k |
42.18 |
|
Amazon
(AMZN)
|
1.2 |
$24M |
|
110k |
219.39 |
|
Ishares Tr Morningstar Grwt
(ILCG)
|
1.2 |
$24M |
|
247k |
96.90 |
|
Ishares Tr Short Treas Bd
(SHV)
|
1.1 |
$22M |
|
203k |
110.42 |
|
Sable Offshore Corp Com Shs
(SOC)
|
1.1 |
$22M |
|
1.0M |
21.98 |
|
American Express Company
(AXP)
|
1.0 |
$21M |
|
64k |
318.98 |
|
Spdr Series Trust Portfolio Ln Tsr
(SPTL)
|
1.0 |
$20M |
|
760k |
26.58 |
|
Spdr Series Trust Prtflo S&p500 Gw
(SPYG)
|
0.8 |
$16M |
|
167k |
95.32 |
|
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.8 |
$15M |
|
378k |
40.49 |
|
Aon Shs Cl A
(AON)
|
0.7 |
$15M |
|
42k |
356.76 |
|
Spdr Series Trust Portfli Intrmdit
(SPTI)
|
0.7 |
$14M |
|
499k |
28.77 |
|
Meta Platforms Cl A
(META)
|
0.7 |
$14M |
|
19k |
738.09 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.6 |
$13M |
|
73k |
176.23 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.6 |
$12M |
|
29k |
424.58 |
|
Uber Technologies
(UBER)
|
0.6 |
$11M |
|
121k |
93.30 |
|
Ishares Tr Expnd Tec Sc Etf
(IGM)
|
0.5 |
$11M |
|
98k |
112.34 |
|
Broadcom
(AVGO)
|
0.5 |
$11M |
|
40k |
275.65 |
|
Spdr Series Trust Bloomberg 1-3 Mo
(BIL)
|
0.5 |
$11M |
|
118k |
91.73 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.5 |
$11M |
|
19k |
568.02 |
|
First Tr Exch Traded Fd Iii Managd Mun Etf
(FMB)
|
0.5 |
$11M |
|
212k |
49.82 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.5 |
$10M |
|
16k |
620.89 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.5 |
$10M |
|
57k |
177.39 |
|
Eli Lilly & Co.
(LLY)
|
0.5 |
$9.9M |
|
13k |
779.53 |
|
JPMorgan Chase & Co.
(JPM)
|
0.5 |
$9.5M |
|
33k |
289.91 |
|
Pimco Etf Tr Active Bd Etf
(BOND)
|
0.5 |
$9.3M |
|
101k |
92.18 |
|
Healthequity
(HQY)
|
0.4 |
$8.8M |
|
84k |
104.76 |
|
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.4 |
$8.4M |
|
85k |
99.20 |
|
908 Devices
(MASS)
|
0.4 |
$8.3M |
|
1.2M |
7.13 |
|
Ishares Tr National Mun Etf
(MUB)
|
0.4 |
$7.6M |
|
73k |
104.48 |
|
Netflix
(NFLX)
|
0.3 |
$6.8M |
|
5.1k |
1339.13 |
|
Visa Com Cl A
(V)
|
0.3 |
$5.6M |
|
16k |
355.06 |
|
Vanguard Admiral Fds 500 Grth Idx F
(VOOG)
|
0.3 |
$5.6M |
|
14k |
396.53 |
|
UnitedHealth
(UNH)
|
0.3 |
$5.5M |
|
18k |
311.96 |
|
Costco Wholesale Corporation
(COST)
|
0.3 |
$5.1M |
|
5.1k |
989.92 |
|
Oracle Corporation
(ORCL)
|
0.2 |
$4.8M |
|
22k |
218.63 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.2 |
$4.8M |
|
26k |
181.74 |
|
Tesla Motors
(TSLA)
|
0.2 |
$4.7M |
|
15k |
317.66 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.2 |
$4.4M |
|
166k |
26.50 |
|
Crowdstrike Hldgs Cl A
(CRWD)
|
0.2 |
$4.3M |
|
8.4k |
509.31 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
0.2 |
$4.1M |
|
12k |
339.57 |
|
Blackstone Group Inc Com Cl A
(BX)
|
0.2 |
$3.9M |
|
26k |
149.58 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.2 |
$3.9M |
|
18k |
215.78 |
|
Bankwell Financial
(BWFG)
|
0.2 |
$3.8M |
|
105k |
36.03 |
|
Exxon Mobil Corporation
(XOM)
|
0.2 |
$3.6M |
|
33k |
107.80 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.2 |
$3.6M |
|
7.3k |
485.77 |
|
At&t
(T)
|
0.2 |
$3.4M |
|
116k |
28.94 |
|
Kla Corp Com New
(KLAC)
|
0.2 |
$3.3M |
|
3.7k |
895.74 |
|
Kenvue
(KVUE)
|
0.2 |
$3.3M |
|
157k |
20.93 |
|
Charles Schwab Corporation
(SCHW)
|
0.2 |
$3.3M |
|
36k |
91.24 |
|
Bank of America Corporation
(BAC)
|
0.2 |
$3.1M |
|
65k |
47.32 |
|
Wal-Mart Stores
(WMT)
|
0.2 |
$3.1M |
|
31k |
97.78 |
|
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.1 |
$3.0M |
|
13k |
226.50 |
|
Twilio Cl A
(TWLO)
|
0.1 |
$3.0M |
|
24k |
124.36 |
|
Morgan Stanley Com New
(MS)
|
0.1 |
$2.9M |
|
21k |
140.86 |
|
Goldman Sachs
(GS)
|
0.1 |
$2.9M |
|
4.1k |
707.78 |
|
Home Depot
(HD)
|
0.1 |
$2.9M |
|
7.8k |
366.62 |
|
Chevron Corporation
(CVX)
|
0.1 |
$2.8M |
|
20k |
143.19 |
|
Listed Fds Tr Roundhill Ball
(METV)
|
0.1 |
$2.8M |
|
164k |
17.03 |
|
Wells Fargo & Company
(WFC)
|
0.1 |
$2.7M |
|
33k |
80.12 |
|
Procter & Gamble Company
(PG)
|
0.1 |
$2.6M |
|
16k |
159.32 |
|
Intuit
(INTU)
|
0.1 |
$2.5M |
|
3.2k |
787.73 |
|
Walt Disney Company
(DIS)
|
0.1 |
$2.5M |
|
20k |
124.01 |
|
Union Pacific Corporation
(UNP)
|
0.1 |
$2.5M |
|
11k |
230.08 |
|
Lauder Estee Cos Cl A
(EL)
|
0.1 |
$2.5M |
|
31k |
80.80 |
|
Ares Management Corporation Cl A Com Stk
(ARES)
|
0.1 |
$2.4M |
|
14k |
173.20 |
|
Advanced Micro Devices
(AMD)
|
0.1 |
$2.4M |
|
17k |
141.90 |
|
Enterprise Products Partners
(EPD)
|
0.1 |
$2.4M |
|
78k |
31.01 |
|
Asml Holding N V N Y Registry Shs
(ASML)
|
0.1 |
$2.3M |
|
2.9k |
801.42 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$2.3M |
|
11k |
204.67 |
|
Intuitive Surgical Com New
(ISRG)
|
0.1 |
$2.3M |
|
4.2k |
543.41 |
|
Spdr Series Trust S&p Bk Etf
(KBE)
|
0.1 |
$2.2M |
|
40k |
55.76 |
|
Palantir Technologies Cl A
(PLTR)
|
0.1 |
$2.2M |
|
16k |
136.32 |
|
Ulta Salon, Cosmetics & Fragrance
(ULTA)
|
0.1 |
$2.2M |
|
4.7k |
467.82 |
|
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$2.2M |
|
3.9k |
561.98 |
|
Johnson & Johnson
(JNJ)
|
0.1 |
$2.2M |
|
14k |
152.75 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.1 |
$2.1M |
|
34k |
62.02 |
|
United Parcel Service CL B
(UPS)
|
0.1 |
$2.0M |
|
20k |
100.94 |
|
Marvell Technology
(MRVL)
|
0.1 |
$1.9M |
|
25k |
77.40 |
|
Axon Enterprise
(AXON)
|
0.1 |
$1.9M |
|
2.3k |
827.94 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.1 |
$1.9M |
|
4.4k |
438.38 |
|
Vanguard Index Fds Value Etf
(VTV)
|
0.1 |
$1.9M |
|
11k |
176.74 |
|
Nike CL B
(NKE)
|
0.1 |
$1.8M |
|
26k |
71.04 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.1 |
$1.8M |
|
23k |
79.50 |
|
Spotify Technology S A SHS
(SPOT)
|
0.1 |
$1.8M |
|
2.3k |
767.34 |
|
Grab Holdings Class A Ord
(GRAB)
|
0.1 |
$1.8M |
|
350k |
5.03 |
|
Ishares Tr China Lg-cap Etf
(FXI)
|
0.1 |
$1.7M |
|
47k |
36.76 |
|
MercadoLibre
(MELI)
|
0.1 |
$1.7M |
|
642.00 |
2613.63 |
|
Spdr Series Trust S&p Regl Bkg
(KRE)
|
0.1 |
$1.6M |
|
28k |
59.39 |
|
International Business Machines
(IBM)
|
0.1 |
$1.6M |
|
5.4k |
294.79 |
|
Merck & Co
(MRK)
|
0.1 |
$1.6M |
|
20k |
79.16 |
|
S&p Global
(SPGI)
|
0.1 |
$1.6M |
|
3.0k |
527.29 |
|
Ishares Bitcoin Trust Etf Shs Ben Int
(IBIT)
|
0.1 |
$1.6M |
|
26k |
61.21 |
|
Vertiv Holdings Com Cl A
(VRT)
|
0.1 |
$1.6M |
|
12k |
128.41 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$1.6M |
|
2.8k |
551.61 |
|
Cisco Systems
(CSCO)
|
0.1 |
$1.5M |
|
22k |
69.38 |
|
Shell Spon Ads
(SHEL)
|
0.1 |
$1.5M |
|
21k |
70.41 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.1 |
$1.5M |
|
2.00 |
728800.00 |
|
Honeywell International
(HON)
|
0.1 |
$1.5M |
|
6.2k |
232.86 |
|
Apollo Global Mgmt
(APO)
|
0.1 |
$1.4M |
|
10k |
141.88 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.1 |
$1.4M |
|
4.5k |
304.83 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.1 |
$1.4M |
|
2.4k |
566.38 |
|
Capital One Financial
(COF)
|
0.1 |
$1.4M |
|
6.4k |
212.77 |
|
Shopify Cl A Sub Vtg Shs
(SHOP)
|
0.1 |
$1.3M |
|
12k |
115.35 |
|
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.1 |
$1.3M |
|
14k |
91.97 |
|
Amphenol Corp Cl A
(APH)
|
0.1 |
$1.3M |
|
13k |
98.75 |
|
Spdr Index Shs Fds Euro Stoxx 50
(FEZ)
|
0.1 |
$1.3M |
|
22k |
59.73 |
|
Abbott Laboratories
(ABT)
|
0.1 |
$1.3M |
|
9.5k |
136.01 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.1 |
$1.3M |
|
27k |
48.24 |
|
Kkr & Co
(KKR)
|
0.1 |
$1.3M |
|
9.6k |
133.03 |
|
Abbvie
(ABBV)
|
0.1 |
$1.3M |
|
6.8k |
185.62 |
|
Raytheon Technologies Corp
(RTX)
|
0.1 |
$1.3M |
|
8.6k |
146.02 |
|
Coca-Cola Company
(KO)
|
0.1 |
$1.2M |
|
18k |
70.75 |
|
Automatic Data Processing
(ADP)
|
0.1 |
$1.2M |
|
3.8k |
308.41 |
|
Thermo Fisher Scientific
(TMO)
|
0.1 |
$1.2M |
|
2.9k |
405.52 |
|
Williams Companies
(WMB)
|
0.1 |
$1.1M |
|
18k |
62.81 |
|
Palo Alto Networks
(PANW)
|
0.1 |
$1.1M |
|
5.5k |
204.64 |
|
McDonald's Corporation
(MCD)
|
0.1 |
$1.1M |
|
3.8k |
292.20 |
|
Wisdomtree Tr Us Largecap Fund
(EPS)
|
0.1 |
$1.1M |
|
17k |
64.01 |
|
Alibaba Group Hldg Sponsored Ads
(BABA)
|
0.1 |
$1.1M |
|
9.4k |
113.41 |
|
Deere & Company
(DE)
|
0.1 |
$1.0M |
|
2.1k |
508.49 |
|
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$1.0M |
|
4.1k |
253.22 |
|
salesforce
(CRM)
|
0.1 |
$1.0M |
|
3.8k |
272.71 |
|
Bill Com Holdings Ord
(BILL)
|
0.1 |
$1.0M |
|
22k |
46.26 |
|
Terawulf
(WULF)
|
0.1 |
$1.0M |
|
235k |
4.38 |
|
HEICO Corporation
(HEI)
|
0.0 |
$967k |
|
2.9k |
327.96 |
|
Gfl Environmental Sub Vtg Shs
(GFL)
|
0.0 |
$929k |
|
18k |
50.38 |
|
Citigroup Com New
(C)
|
0.0 |
$922k |
|
11k |
85.12 |
|
Marsh & McLennan Companies
(MMC)
|
0.0 |
$921k |
|
4.2k |
218.62 |
|
Callaway Golf Company
(MODG)
|
0.0 |
$919k |
|
114k |
8.05 |
|
Waste Management
(WM)
|
0.0 |
$916k |
|
4.0k |
228.79 |
|
Ishares Silver Tr Ishares
(SLV)
|
0.0 |
$910k |
|
28k |
32.81 |
|
Danaher Corporation
(DHR)
|
0.0 |
$900k |
|
4.6k |
197.54 |
|
Altria
(MO)
|
0.0 |
$887k |
|
15k |
58.63 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.0 |
$877k |
|
11k |
83.48 |
|
Cme
(CME)
|
0.0 |
$874k |
|
3.2k |
275.62 |
|
Fiserv
(FI)
|
0.0 |
$859k |
|
5.0k |
172.41 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
0.0 |
$840k |
|
9.4k |
89.39 |
|
Nextera Energy
(NEE)
|
0.0 |
$823k |
|
12k |
69.42 |
|
Astera Labs
(ALAB)
|
0.0 |
$820k |
|
9.1k |
90.42 |
|
Quanta Services
(PWR)
|
0.0 |
$819k |
|
2.2k |
378.09 |
|
Micron Technology
(MU)
|
0.0 |
$805k |
|
6.5k |
123.25 |
|
Novo-nordisk A S Adr
(NVO)
|
0.0 |
$802k |
|
12k |
69.02 |
|
Eaton Corp SHS
(ETN)
|
0.0 |
$799k |
|
2.2k |
356.98 |
|
Servicenow
(NOW)
|
0.0 |
$786k |
|
764.00 |
1028.08 |
|
Norfolk Southern
(NSC)
|
0.0 |
$784k |
|
3.1k |
255.97 |
|
Kraft Heinz
(KHC)
|
0.0 |
$777k |
|
30k |
25.82 |
|
Qualcomm
(QCOM)
|
0.0 |
$764k |
|
4.8k |
159.27 |
|
Natera
(NTRA)
|
0.0 |
$762k |
|
4.5k |
168.94 |
|
Booking Holdings
(BKNG)
|
0.0 |
$756k |
|
131.00 |
5773.47 |
|
Pfizer
(PFE)
|
0.0 |
$749k |
|
31k |
24.24 |
|
Amgen
(AMGN)
|
0.0 |
$742k |
|
2.7k |
279.21 |
|
Iron Mountain
(IRM)
|
0.0 |
$737k |
|
7.2k |
102.57 |
|
Progressive Corporation
(PGR)
|
0.0 |
$695k |
|
2.6k |
266.82 |
|
Spdr Series Trust Prtflo S&p500 Vl
(SPYV)
|
0.0 |
$686k |
|
13k |
52.34 |
|
Accenture Plc Ireland Shs Class A
(ACN)
|
0.0 |
$684k |
|
2.3k |
298.91 |
|
TJX Companies
(TJX)
|
0.0 |
$684k |
|
5.5k |
123.48 |
|
Canadian Pacific Kansas City
(CP)
|
0.0 |
$637k |
|
8.0k |
79.29 |
|
Tempus Ai Cl A
(TEM)
|
0.0 |
$635k |
|
10k |
63.54 |
|
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.0 |
$614k |
|
4.6k |
134.78 |
|
Gct Semiconductor Hldg Common Stock
(GCTS)
|
0.0 |
$586k |
|
393k |
1.49 |
|
ResMed
(RMD)
|
0.0 |
$585k |
|
2.3k |
258.00 |
|
Reddit Cl A
(RDDT)
|
0.0 |
$582k |
|
3.9k |
150.57 |
|
Millrose Pptys Com Cl A
(MRP)
|
0.0 |
$575k |
|
20k |
28.51 |
|
Vistra Energy
(VST)
|
0.0 |
$572k |
|
2.9k |
193.81 |
|
Paypal Holdings
(PYPL)
|
0.0 |
$569k |
|
7.7k |
74.32 |
|
American Tower Reit
(AMT)
|
0.0 |
$558k |
|
2.5k |
221.04 |
|
Cintas Corporation
(CTAS)
|
0.0 |
$548k |
|
2.5k |
222.86 |
|
ConocoPhillips
(COP)
|
0.0 |
$543k |
|
6.1k |
89.74 |
|
Select Sector Spdr Tr Energy
(XLE)
|
0.0 |
$533k |
|
6.3k |
84.81 |
|
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
0.0 |
$526k |
|
6.4k |
81.65 |
|
Comcast Corp Cl A
(CMCSA)
|
0.0 |
$518k |
|
15k |
35.69 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.0 |
$514k |
|
4.7k |
110.10 |
|
Ishares Tr Intrm Gov Cr Etf
(GVI)
|
0.0 |
$510k |
|
4.8k |
106.79 |
|
Caterpillar
(CAT)
|
0.0 |
$506k |
|
1.3k |
388.27 |
|
The Trade Desk Com Cl A
(TTD)
|
0.0 |
$491k |
|
6.8k |
71.99 |
|
Wisdomtree Tr Us Largecap Divd
(DLN)
|
0.0 |
$489k |
|
6.0k |
82.14 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.0 |
$487k |
|
3.7k |
133.30 |
|
CSX Corporation
(CSX)
|
0.0 |
$483k |
|
15k |
32.63 |
|
Hess Midstream Cl A Shs
(HESM)
|
0.0 |
$481k |
|
13k |
38.51 |
|
Qiagen Nv Com Shs
(QGEN)
|
0.0 |
$480k |
|
10k |
47.99 |
|
Zoetis Cl A
(ZTS)
|
0.0 |
$464k |
|
3.0k |
155.97 |
|
Lululemon Athletica
(LULU)
|
0.0 |
$461k |
|
1.9k |
237.58 |
|
Tidewater
(TDW)
|
0.0 |
$461k |
|
10k |
46.13 |
|
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.0 |
$443k |
|
24k |
18.13 |
|
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.0 |
$442k |
|
3.4k |
128.61 |
|
Steris Shs Usd
(STE)
|
0.0 |
$440k |
|
1.8k |
240.22 |
|
Lineage
(LINE)
|
0.0 |
$435k |
|
10k |
43.52 |
|
Blackrock
(BLK)
|
0.0 |
$435k |
|
414.00 |
1049.40 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.0 |
$434k |
|
4.0k |
109.28 |
|
Select Sector Spdr Tr Financial
(XLF)
|
0.0 |
$416k |
|
7.9k |
52.37 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.0 |
$416k |
|
19k |
22.10 |
|
BlackRock MuniHoldings New York Insured
(MHN)
|
0.0 |
$415k |
|
42k |
9.82 |
|
Williams-Sonoma
(WSM)
|
0.0 |
$408k |
|
2.5k |
163.37 |
|
McKesson Corporation
(MCK)
|
0.0 |
$406k |
|
554.00 |
732.28 |
|
Stryker Corporation
(SYK)
|
0.0 |
$403k |
|
1.0k |
395.64 |
|
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.0 |
$392k |
|
2.0k |
195.41 |
|
Northern Trust Corporation
(NTRS)
|
0.0 |
$371k |
|
2.9k |
126.78 |
|
Emerson Electric
(EMR)
|
0.0 |
$368k |
|
2.8k |
133.33 |
|
Verizon Communications
(VZ)
|
0.0 |
$364k |
|
8.4k |
43.27 |
|
Nucor Corporation
(NUE)
|
0.0 |
$355k |
|
2.7k |
129.54 |
|
Bank of New York Mellon Corporation
(BK)
|
0.0 |
$352k |
|
3.9k |
91.11 |
|
Philip Morris International
(PM)
|
0.0 |
$351k |
|
1.9k |
182.13 |
|
Freeport-mcmoran CL B
(FCX)
|
0.0 |
$351k |
|
8.1k |
43.35 |
|
Carrier Global Corporation
(CARR)
|
0.0 |
$349k |
|
4.8k |
73.19 |
|
Ishares Tr Core Div Grwth
(DGRO)
|
0.0 |
$339k |
|
5.3k |
63.94 |
|
Astrazeneca Sponsored Adr
(AZN)
|
0.0 |
$339k |
|
4.8k |
69.88 |
|
General Dynamics Corporation
(GD)
|
0.0 |
$335k |
|
1.2k |
291.66 |
|
FedEx Corporation
(FDX)
|
0.0 |
$331k |
|
1.5k |
227.24 |
|
Lucid Group
|
0.0 |
$330k |
|
156k |
2.11 |
|
Veeva Sys Cl A Com
(VEEV)
|
0.0 |
$330k |
|
1.1k |
287.98 |
|
Welltower Inc Com reit
(WELL)
|
0.0 |
$323k |
|
2.1k |
153.73 |
|
Phillips 66
(PSX)
|
0.0 |
$323k |
|
2.7k |
119.28 |
|
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.0 |
$318k |
|
2.0k |
157.78 |
|
AFLAC Incorporated
(AFL)
|
0.0 |
$312k |
|
3.0k |
105.45 |
|
Yum! Brands
(YUM)
|
0.0 |
$312k |
|
2.1k |
148.16 |
|
L3harris Technologies
(LHX)
|
0.0 |
$307k |
|
1.2k |
250.85 |
|
Delta Air Lines Inc Del Com New
(DAL)
|
0.0 |
$306k |
|
6.2k |
49.18 |
|
SYSCO Corporation
(SYY)
|
0.0 |
$303k |
|
4.0k |
75.74 |
|
Novartis Sponsored Adr
(NVS)
|
0.0 |
$302k |
|
2.5k |
121.01 |
|
Invesco Exchange Traded Fd T Rafi Us 1500
(PRFZ)
|
0.0 |
$300k |
|
7.4k |
40.67 |
|
Ishares Tr Select Divid Etf
(DVY)
|
0.0 |
$298k |
|
2.2k |
132.81 |
|
Datadog Cl A Com
(DDOG)
|
0.0 |
$297k |
|
2.2k |
134.33 |
|
Vaneck Etf Trust Mrngstr Gbl Wide
(MOTG)
|
0.0 |
$296k |
|
7.0k |
42.45 |
|
PNC Financial Services
(PNC)
|
0.0 |
$292k |
|
1.6k |
186.42 |
|
Mueller Industries
(MLI)
|
0.0 |
$286k |
|
3.6k |
79.47 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.0 |
$284k |
|
1.5k |
194.99 |
|
Spdr Series Trust Portfolio S&p600
(SPSM)
|
0.0 |
$278k |
|
6.5k |
42.60 |
|
Seagate Technology Hldngs Pl Ord Shs
(STX)
|
0.0 |
$276k |
|
1.9k |
144.33 |
|
Adobe Systems Incorporated
(ADBE)
|
0.0 |
$275k |
|
710.00 |
386.88 |
|
Northrop Grumman Corporation
(NOC)
|
0.0 |
$268k |
|
536.00 |
499.98 |
|
Jabil Circuit
(JBL)
|
0.0 |
$267k |
|
1.2k |
218.10 |
|
Etfs Gold Tr Physcl Gold Shs
(SGOL)
|
0.0 |
$264k |
|
8.4k |
31.54 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.0 |
$261k |
|
1.3k |
194.27 |
|
Lowe's Companies
(LOW)
|
0.0 |
$259k |
|
1.2k |
221.89 |
|
Ge Aerospace Com New
(GE)
|
0.0 |
$259k |
|
1.0k |
257.42 |
|
Vanguard Scottsdale Fds Vng Rus1000grw
(VONG)
|
0.0 |
$258k |
|
2.4k |
109.21 |
|
Ishares Tr U.s. Tech Etf
(IYW)
|
0.0 |
$258k |
|
1.5k |
173.27 |
|
Cheniere Energy Com New
(LNG)
|
0.0 |
$256k |
|
1.1k |
243.52 |
|
Markel Corporation
(MKL)
|
0.0 |
$252k |
|
126.00 |
1997.36 |
|
Ishares Tr 7-10 Yr Trsy Bd
(IEF)
|
0.0 |
$250k |
|
2.6k |
95.75 |
|
Crown Castle Intl
(CCI)
|
0.0 |
$244k |
|
2.4k |
102.73 |
|
First Tr Exchange-traded No Amer Energy
(EMLP)
|
0.0 |
$243k |
|
6.5k |
37.51 |
|
D Fluidigm Corp Del
(LAB)
|
0.0 |
$240k |
|
200k |
1.20 |
|
Marriott Intl Cl A
(MAR)
|
0.0 |
$240k |
|
877.00 |
273.06 |
|
Johnson Ctls Intl SHS
(JCI)
|
0.0 |
$226k |
|
2.1k |
105.63 |
|
Boston Scientific Corporation
(BSX)
|
0.0 |
$224k |
|
2.1k |
107.41 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.0 |
$224k |
|
3.7k |
60.03 |
|
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.0 |
$222k |
|
499.00 |
445.20 |
|
Cadence Design Systems
(CDNS)
|
0.0 |
$222k |
|
720.00 |
308.15 |
|
Boeing Company
(BA)
|
0.0 |
$222k |
|
1.1k |
209.53 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.0 |
$214k |
|
3.2k |
67.22 |
|
Pepsi
(PEP)
|
0.0 |
$213k |
|
1.6k |
132.08 |
|
Peloton Interactive Cl A Com
(PTON)
|
0.0 |
$210k |
|
30k |
6.94 |
|
GSK Sponsored Adr
(GSK)
|
0.0 |
$209k |
|
5.4k |
38.40 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.0 |
$206k |
|
2.8k |
73.64 |
|
Kinder Morgan
(KMI)
|
0.0 |
$206k |
|
7.0k |
29.40 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.0 |
$203k |
|
4.1k |
49.45 |
|
Otis Worldwide Corp
(OTIS)
|
0.0 |
$202k |
|
2.0k |
99.00 |
|
Spdr Series Trust S&p Divid Etf
(SDY)
|
0.0 |
$201k |
|
1.5k |
135.77 |
|
Under Armour CL C
(UA)
|
0.0 |
$199k |
|
31k |
6.49 |
|
BlackRock MuniYield New York Insured Fnd
(MYN)
|
0.0 |
$193k |
|
20k |
9.53 |
|
Banco Bilbao Vizcaya Argenta Sponsored Adr
(BBVA)
|
0.0 |
$170k |
|
11k |
15.37 |
|
Iren Ordinary Shares
(IREN)
|
0.0 |
$169k |
|
12k |
14.57 |
|
D-wave Quantum
(QBTS)
|
0.0 |
$149k |
|
10k |
14.64 |
|
Nuveen Floating Rate Income Fund
(JFR)
|
0.0 |
$101k |
|
12k |
8.47 |
|
Morgan Stanley Emerging Markets Domestic
(EDD)
|
0.0 |
$97k |
|
19k |
5.12 |
|
Compass Cl A
(COMP)
|
0.0 |
$88k |
|
14k |
6.28 |
|
Gct Semiconductor Hldg *w Exp 03/01/202
(GCTS.WS)
|
0.0 |
$45k |
|
460k |
0.10 |