Godsey & Gibb as of June 30, 2023
Portfolio Holdings for Godsey & Gibb
Godsey & Gibb holds 363 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 3.8 | $33M | 172k | 193.97 | |
| Microsoft Corporation (MSFT) | 3.3 | $29M | 85k | 340.54 | |
| Oracle Corporation (ORCL) | 2.9 | $26M | 214k | 119.09 | |
| Microchip Technology (MCHP) | 2.6 | $23M | 260k | 89.59 | |
| Stryker Corporation (SYK) | 2.6 | $23M | 74k | 305.09 | |
| Merck & Co (MRK) | 2.5 | $22M | 194k | 115.39 | |
| Eaton Corp SHS (ETN) | 2.5 | $22M | 110k | 201.10 | |
| Costco Wholesale Corporation (COST) | 2.5 | $22M | 41k | 538.38 | |
| Schlumberger Com Stk (SLB) | 2.5 | $22M | 446k | 49.12 | |
| Cintas Corporation (CTAS) | 2.4 | $22M | 43k | 497.08 | |
| Visa Com Cl A (V) | 2.4 | $21M | 90k | 237.48 | |
| Raytheon Technologies Corp (RTX) | 2.4 | $21M | 213k | 97.96 | |
| Pepsi (PEP) | 2.3 | $20M | 108k | 185.22 | |
| Novartis Sponsored Adr (NVS) | 2.3 | $20M | 197k | 100.91 | |
| Procter & Gamble Company (PG) | 2.2 | $20M | 129k | 151.74 | |
| Coca-Cola Company (KO) | 2.2 | $19M | 315k | 60.22 | |
| Chevron Corporation (CVX) | 2.1 | $19M | 120k | 157.35 | |
| Home Depot (HD) | 2.1 | $19M | 61k | 310.64 | |
| International Business Machines (IBM) | 2.1 | $19M | 139k | 133.81 | |
| Comcast Corp Cl A (CMCSA) | 2.1 | $19M | 447k | 41.55 | |
| Vmware Cl A Com | 2.1 | $19M | 129k | 143.69 | |
| Starbucks Corporation (SBUX) | 2.1 | $18M | 185k | 99.06 | |
| Fastenal Company (FAST) | 2.1 | $18M | 306k | 58.99 | |
| Rbc Cad (RY) | 2.0 | $18M | 187k | 95.51 | |
| United Parcel Service CL B (UPS) | 2.0 | $18M | 99k | 179.25 | |
| Paychex (PAYX) | 2.0 | $17M | 155k | 111.87 | |
| Kimberly-Clark Corporation (KMB) | 2.0 | $17M | 125k | 138.06 | |
| Bce Com New (BCE) | 1.9 | $17M | 377k | 45.59 | |
| Alliant Energy Corporation (LNT) | 1.9 | $17M | 320k | 52.48 | |
| Duke Energy Corp Com New (DUK) | 1.9 | $17M | 187k | 89.74 | |
| BlackRock | 1.9 | $17M | 24k | 691.14 | |
| American Electric Power Company (AEP) | 1.9 | $17M | 198k | 84.20 | |
| Toronto Dominion Bk Ont Com New (TD) | 1.9 | $17M | 269k | 62.01 | |
| Corning Incorporated (GLW) | 1.9 | $17M | 475k | 35.04 | |
| Agilent Technologies Inc C ommon (A) | 1.8 | $16M | 134k | 120.25 | |
| Archer Daniels Midland Company (ADM) | 1.7 | $15M | 202k | 75.56 | |
| Walt Disney Company (DIS) | 1.7 | $15M | 164k | 89.28 | |
| PNC Financial Services (PNC) | 1.6 | $14M | 112k | 125.95 | |
| Dominion Resources (D) | 1.5 | $14M | 263k | 51.79 | |
| Amgen (AMGN) | 1.5 | $13M | 60k | 222.02 | |
| At&t (T) | 1.4 | $13M | 791k | 15.95 | |
| Stanley Black & Decker (SWK) | 1.4 | $13M | 135k | 93.71 | |
| Truist Financial Corp equities (TFC) | 1.4 | $12M | 407k | 30.35 | |
| V.F. Corporation (VFC) | 1.1 | $9.3M | 486k | 19.09 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $8.8M | 20k | 443.28 | |
| 3M Company (MMM) | 1.0 | $8.6M | 86k | 100.09 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $5.7M | 53k | 107.25 | |
| Broadcom (AVGO) | 0.2 | $2.1M | 2.5k | 867.43 | |
| Amazon (AMZN) | 0.2 | $2.0M | 16k | 130.36 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $1.9M | 19k | 100.79 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.7M | 5.1k | 341.00 | |
| Wal-Mart Stores (WMT) | 0.2 | $1.6M | 10k | 157.18 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.2M | 3.5k | 343.85 | |
| ConocoPhillips (COP) | 0.1 | $1.2M | 12k | 103.61 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $924k | 18k | 52.37 | |
| Kellogg Company (K) | 0.1 | $923k | 14k | 67.40 | |
| Altria (MO) | 0.1 | $922k | 20k | 45.30 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $799k | 16k | 50.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $661k | 5.5k | 119.70 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $643k | 2.5k | 261.44 | |
| Tesla Motors (TSLA) | 0.1 | $636k | 2.4k | 261.77 | |
| AFLAC Incorporated (AFL) | 0.1 | $584k | 8.4k | 69.80 | |
| Eli Lilly & Co. (LLY) | 0.1 | $573k | 1.2k | 468.98 | |
| Omni (OMC) | 0.1 | $514k | 5.4k | 95.15 | |
| Honeywell International (HON) | 0.1 | $498k | 2.4k | 207.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $483k | 4.0k | 120.97 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $470k | 6.5k | 72.62 | |
| Cisco Systems (CSCO) | 0.1 | $468k | 9.0k | 51.74 | |
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $463k | 19k | 24.38 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $461k | 13k | 36.00 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $450k | 4.8k | 92.97 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $425k | 2.9k | 145.44 | |
| Johnson & Johnson (JNJ) | 0.0 | $425k | 2.6k | 165.51 | |
| Philip Morris International (PM) | 0.0 | $419k | 4.3k | 97.62 | |
| Intuit (INTU) | 0.0 | $415k | 905.00 | 458.19 | |
| Automatic Data Processing (ADP) | 0.0 | $396k | 1.8k | 219.79 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $388k | 2.3k | 165.44 | |
| PPG Industries (PPG) | 0.0 | $383k | 2.6k | 148.30 | |
| Intel Corporation (INTC) | 0.0 | $374k | 11k | 33.44 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $372k | 1.0k | 369.42 | |
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $369k | 16k | 23.47 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $366k | 899.00 | 407.28 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $362k | 7.8k | 46.18 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $357k | 4.9k | 72.93 | |
| Gentex Corporation (GNTX) | 0.0 | $354k | 12k | 29.26 | |
| Danaher Corporation (DHR) | 0.0 | $342k | 1.4k | 240.00 | |
| Southern First Bancshares (SFST) | 0.0 | $336k | 14k | 24.75 | |
| Ishares Tr Ibonds Dec24 Etf | 0.0 | $334k | 14k | 24.62 | |
| McDonald's Corporation (MCD) | 0.0 | $319k | 1.1k | 298.41 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $314k | 2.1k | 152.25 | |
| Black Knight | 0.0 | $301k | 5.0k | 59.73 | |
| Kinder Morgan (KMI) | 0.0 | $276k | 16k | 17.22 | |
| Abbott Laboratories (ABT) | 0.0 | $268k | 2.5k | 109.03 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $263k | 537.00 | 488.99 | |
| Atmos Energy Corporation (ATO) | 0.0 | $261k | 2.2k | 116.34 | |
| SYSCO Corporation (SYY) | 0.0 | $245k | 3.3k | 74.20 | |
| Ishares Tr Ibonds Dec23 Etf | 0.0 | $244k | 9.6k | 25.29 | |
| Teleflex Incorporated (TFX) | 0.0 | $242k | 1.0k | 242.03 | |
| American Express Company (AXP) | 0.0 | $242k | 1.4k | 174.20 | |
| Public Storage (PSA) | 0.0 | $237k | 813.00 | 291.88 | |
| Becton, Dickinson and (BDX) | 0.0 | $235k | 890.00 | 264.01 | |
| Nextera Energy (NEE) | 0.0 | $231k | 3.1k | 74.21 | |
| Abbvie (ABBV) | 0.0 | $224k | 1.7k | 134.72 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $222k | 1.8k | 122.59 | |
| Fidelity National Information Services (FIS) | 0.0 | $213k | 3.9k | 54.70 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $201k | 511.00 | 393.30 | |
| Southern Company (SO) | 0.0 | $198k | 2.8k | 70.25 | |
| Clorox Company (CLX) | 0.0 | $198k | 1.2k | 159.04 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $196k | 2.8k | 70.48 | |
| Illinois Tool Works (ITW) | 0.0 | $194k | 775.00 | 250.16 | |
| NVIDIA Corporation (NVDA) | 0.0 | $193k | 457.00 | 423.02 | |
| Nike CL B (NKE) | 0.0 | $193k | 1.8k | 110.37 | |
| Allstate Corporation (ALL) | 0.0 | $192k | 1.8k | 109.04 | |
| Amphenol Corp Cl A (APH) | 0.0 | $187k | 2.2k | 84.95 | |
| Meta Platforms Cl A (META) | 0.0 | $181k | 629.00 | 286.98 | |
| Caterpillar (CAT) | 0.0 | $176k | 714.00 | 245.90 | |
| Synovus Finl Corp Com New (SNV) | 0.0 | $174k | 5.8k | 30.25 | |
| Applied Materials (AMAT) | 0.0 | $173k | 1.2k | 144.54 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $171k | 3.0k | 57.57 | |
| Morgan Stanley Com New (MS) | 0.0 | $163k | 1.9k | 85.40 | |
| Enterprise Products Partners (EPD) | 0.0 | $163k | 6.2k | 26.35 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $158k | 536.00 | 294.09 | |
| Global Payments (GPN) | 0.0 | $145k | 1.5k | 98.52 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $145k | 317.00 | 455.80 | |
| IDEX Corporation (IEX) | 0.0 | $140k | 650.00 | 215.26 | |
| Bank of America Corporation (BAC) | 0.0 | $129k | 4.5k | 28.69 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $124k | 1.7k | 74.93 | |
| Expeditors International of Washington (EXPD) | 0.0 | $121k | 1.0k | 121.13 | |
| Msci (MSCI) | 0.0 | $117k | 250.00 | 469.29 | |
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $115k | 2.5k | 46.16 | |
| Lowe's Companies (LOW) | 0.0 | $115k | 510.00 | 225.70 | |
| Synopsys (SNPS) | 0.0 | $112k | 258.00 | 435.41 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp | 0.0 | $106k | 1.7k | 62.32 | |
| Verizon Communications (VZ) | 0.0 | $104k | 2.8k | 37.19 | |
| Old Republic International Corporation (ORI) | 0.0 | $99k | 3.9k | 25.17 | |
| Murphy Oil Corporation (MUR) | 0.0 | $98k | 2.6k | 38.30 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $93k | 130.00 | 718.55 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $89k | 185.00 | 478.91 | |
| Southwest Airlines (LUV) | 0.0 | $82k | 2.3k | 36.21 | |
| Emerson Electric (EMR) | 0.0 | $81k | 900.00 | 90.39 | |
| Pfizer (PFE) | 0.0 | $77k | 2.1k | 36.68 | |
| Amplify Energy Corp (AMPY) | 0.0 | $77k | 11k | 6.77 | |
| Fortive (FTV) | 0.0 | $75k | 1.0k | 74.77 | |
| Hanover Insurance (THG) | 0.0 | $74k | 658.00 | 113.03 | |
| Prologis (PLD) | 0.0 | $71k | 577.00 | 122.63 | |
| Phillips 66 (PSX) | 0.0 | $69k | 722.00 | 95.38 | |
| Coherent Corp (COHR) | 0.0 | $67k | 1.3k | 50.98 | |
| Dover Corporation (DOV) | 0.0 | $66k | 450.00 | 147.65 | |
| Henry Schein (HSIC) | 0.0 | $65k | 800.00 | 81.10 | |
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.0 | $65k | 1.4k | 47.10 | |
| Cigna Corp (CI) | 0.0 | $64k | 229.00 | 280.60 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $62k | 582.00 | 106.07 | |
| Norfolk Southern (NSC) | 0.0 | $61k | 267.00 | 226.49 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $60k | 556.00 | 107.63 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $60k | 510.00 | 116.67 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $58k | 796.00 | 72.69 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $57k | 582.00 | 97.95 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $56k | 785.00 | 71.57 | |
| CSX Corporation (CSX) | 0.0 | $56k | 1.6k | 34.10 | |
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $56k | 1.3k | 44.05 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $55k | 179.00 | 308.58 | |
| Realty Income (O) | 0.0 | $55k | 920.00 | 59.79 | |
| Skyworks Solutions (SWKS) | 0.0 | $55k | 493.00 | 110.69 | |
| Principal Financial (PFG) | 0.0 | $53k | 700.00 | 75.84 | |
| Stag Industrial (STAG) | 0.0 | $52k | 1.5k | 35.88 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $51k | 4.0k | 12.70 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $50k | 310.00 | 161.83 | |
| General Mills (GIS) | 0.0 | $50k | 645.00 | 76.70 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $49k | 110.00 | 445.72 | |
| Bunge | 0.0 | $49k | 518.00 | 94.35 | |
| Vivos Therapeutics | 0.0 | $47k | 93k | 0.51 | |
| Anthem (ELV) | 0.0 | $47k | 106.00 | 442.98 | |
| Bristol Myers Squibb (BMY) | 0.0 | $46k | 725.00 | 63.95 | |
| GSK Sponsored Adr (GSK) | 0.0 | $46k | 1.3k | 35.64 | |
| DTE Energy Company (DTE) | 0.0 | $44k | 400.00 | 110.02 | |
| Seacoast Bkg Corp Fla Com New (SBCF) | 0.0 | $44k | 2.0k | 22.10 | |
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $44k | 864.00 | 50.45 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $44k | 268.00 | 162.43 | |
| Travelers Companies (TRV) | 0.0 | $43k | 250.00 | 173.66 | |
| Autodesk (ADSK) | 0.0 | $42k | 205.00 | 204.61 | |
| Rockwell Automation (ROK) | 0.0 | $41k | 125.00 | 329.46 | |
| Nucor Corporation (NUE) | 0.0 | $41k | 250.00 | 163.98 | |
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $41k | 2.3k | 17.67 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $40k | 215.00 | 187.27 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $40k | 776.00 | 51.73 | |
| Digital Realty Trust (DLR) | 0.0 | $40k | 350.00 | 113.87 | |
| South State Corporation | 0.0 | $40k | 600.00 | 65.80 | |
| Cannae Holdings (CNNE) | 0.0 | $39k | 1.9k | 20.21 | |
| Cheniere Energy Com New (LNG) | 0.0 | $38k | 250.00 | 152.36 | |
| Lululemon Athletica (LULU) | 0.0 | $38k | 100.00 | 378.50 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $35k | 791.00 | 43.80 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $35k | 192.00 | 180.02 | |
| Shell Spon Ads (SHEL) | 0.0 | $33k | 549.00 | 60.38 | |
| Unilever Spon Adr New (UL) | 0.0 | $31k | 600.00 | 52.13 | |
| Republic Services (RSG) | 0.0 | $31k | 200.00 | 153.17 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $31k | 838.00 | 36.39 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $30k | 1.2k | 24.63 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $29k | 271.00 | 108.14 | |
| Ferrari Nv Ord (RACE) | 0.0 | $29k | 90.00 | 325.21 | |
| Pioneer Natural Resources | 0.0 | $28k | 134.00 | 207.19 | |
| Boeing Company (BA) | 0.0 | $28k | 130.00 | 211.16 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $25k | 536.00 | 46.64 | |
| Triton Intl Cl A | 0.0 | $25k | 300.00 | 83.26 | |
| Ingles Mkts Cl A (IMKTA) | 0.0 | $25k | 300.00 | 82.65 | |
| Colony Bank (CBAN) | 0.0 | $25k | 2.6k | 9.42 | |
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $25k | 983.00 | 25.09 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $24k | 135.00 | 178.27 | |
| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.0 | $24k | 724.00 | 33.19 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $24k | 363.00 | 65.38 | |
| Ishares Tr Exponential Tech (XT) | 0.0 | $24k | 423.00 | 55.60 | |
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $23k | 411.00 | 56.88 | |
| Enbridge (ENB) | 0.0 | $23k | 613.00 | 37.15 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $22k | 300.00 | 73.03 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $22k | 190.00 | 115.26 | |
| Frontline (FRO) | 0.0 | $22k | 1.5k | 14.53 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $22k | 250.00 | 86.68 | |
| F&g Annuities & Life Common Stock (FG) | 0.0 | $22k | 870.00 | 24.78 | |
| Moderna (MRNA) | 0.0 | $21k | 176.00 | 121.50 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.0 | $21k | 250.00 | 83.92 | |
| CVS Caremark Corporation (CVS) | 0.0 | $21k | 299.00 | 69.13 | |
| EOG Resources (EOG) | 0.0 | $21k | 180.00 | 114.44 | |
| Summit Matls Cl A | 0.0 | $20k | 528.00 | 37.85 | |
| Valero Energy Corporation (VLO) | 0.0 | $20k | 168.00 | 117.30 | |
| Target Corporation (TGT) | 0.0 | $19k | 145.00 | 131.90 | |
| Trane Technologies SHS (TT) | 0.0 | $19k | 100.00 | 191.26 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $19k | 300.00 | 63.12 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $19k | 162.00 | 116.60 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $18k | 40.00 | 460.40 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $18k | 875.00 | 20.89 | |
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.0 | $18k | 400.00 | 45.42 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $18k | 250.00 | 72.50 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $18k | 284.00 | 62.81 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $18k | 62.00 | 282.97 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $18k | 233.00 | 75.08 | |
| Hldgs (UAL) | 0.0 | $17k | 315.00 | 54.87 | |
| Green Brick Partners (GRBK) | 0.0 | $17k | 300.00 | 56.80 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $17k | 115.00 | 146.88 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $17k | 175.00 | 95.09 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $17k | 351.00 | 47.20 | |
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.0 | $16k | 624.00 | 25.98 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $16k | 500.00 | 32.16 | |
| National Retail Properties (NNN) | 0.0 | $16k | 375.00 | 42.79 | |
| Kraft Heinz (KHC) | 0.0 | $16k | 446.00 | 35.50 | |
| Te Connectivity SHS | 0.0 | $15k | 110.00 | 140.16 | |
| Aberdeen Global Dynamic Divd F (AGD) | 0.0 | $15k | 1.6k | 9.54 | |
| Walgreen Boots Alliance | 0.0 | $15k | 523.00 | 28.49 | |
| Hartford Financial Services (HIG) | 0.0 | $14k | 200.00 | 72.02 | |
| Deere & Company (DE) | 0.0 | $14k | 35.00 | 405.20 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $14k | 240.00 | 58.80 | |
| Kroger (KR) | 0.0 | $14k | 300.00 | 47.00 | |
| Consolidated Edison (ED) | 0.0 | $14k | 155.00 | 90.40 | |
| Haleon Spon Ads (HLN) | 0.0 | $14k | 1.7k | 8.38 | |
| Ford Motor Company (F) | 0.0 | $14k | 900.00 | 15.13 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $13k | 800.00 | 16.66 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $13k | 300.00 | 44.14 | |
| Advanced Micro Devices (AMD) | 0.0 | $13k | 116.00 | 113.91 | |
| Caesars Entertainment (CZR) | 0.0 | $13k | 250.00 | 50.97 | |
| Fiserv (FI) | 0.0 | $13k | 100.00 | 126.15 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $12k | 250.00 | 49.57 | |
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $12k | 300.00 | 41.00 | |
| Edison International (EIX) | 0.0 | $12k | 175.00 | 69.45 | |
| UnitedHealth (UNH) | 0.0 | $12k | 25.00 | 480.64 | |
| Jacobs Engineering Group (J) | 0.0 | $12k | 100.00 | 118.89 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $12k | 1.2k | 9.45 | |
| Verisk Analytics (VRSK) | 0.0 | $11k | 50.00 | 226.04 | |
| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $11k | 410.00 | 27.36 | |
| Albemarle Corporation (ALB) | 0.0 | $11k | 50.00 | 223.10 | |
| Tractor Supply Company (TSCO) | 0.0 | $11k | 50.00 | 221.10 | |
| Oge Energy Corp (OGE) | 0.0 | $11k | 300.00 | 35.91 | |
| Vanguard World Fds Utilities Etf (VPU) | 0.0 | $11k | 75.00 | 142.17 | |
| General Electric Com New (GE) | 0.0 | $10k | 95.00 | 109.85 | |
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.0 | $10k | 442.00 | 22.76 | |
| DaVita (DVA) | 0.0 | $10k | 100.00 | 100.47 | |
| Campbell Soup Company (CPB) | 0.0 | $9.1k | 200.00 | 45.71 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $9.1k | 45.00 | 202.73 | |
| MetLife (MET) | 0.0 | $9.0k | 160.00 | 56.53 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $8.8k | 108.00 | 81.18 | |
| Palo Alto Networks (PANW) | 0.0 | $8.4k | 33.00 | 255.52 | |
| Cornerstone Strategic Value (CLM) | 0.0 | $8.4k | 1.0k | 8.38 | |
| Dollar Tree (DLTR) | 0.0 | $8.3k | 58.00 | 143.50 | |
| Ameren Corporation (AEE) | 0.0 | $8.2k | 100.00 | 81.67 | |
| Chart Industries (GTLS) | 0.0 | $8.0k | 50.00 | 159.80 | |
| Essential Utils (WTRG) | 0.0 | $7.5k | 188.00 | 39.91 | |
| Qualcomm (QCOM) | 0.0 | $7.1k | 60.00 | 119.05 | |
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $7.1k | 174.00 | 40.83 | |
| KBR (KBR) | 0.0 | $7.0k | 107.00 | 65.07 | |
| Diageo Spon Adr New (DEO) | 0.0 | $6.8k | 39.00 | 173.49 | |
| Civitas Resources Com New (CIVI) | 0.0 | $6.6k | 95.00 | 69.38 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $6.6k | 81.00 | 81.25 | |
| TowneBank (TOWN) | 0.0 | $6.6k | 283.00 | 23.24 | |
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.0 | $6.5k | 95.00 | 68.44 | |
| Goldman Sachs (GS) | 0.0 | $6.5k | 20.00 | 322.55 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $6.4k | 50.00 | 128.16 | |
| Tc Energy Corp (TRP) | 0.0 | $6.3k | 156.00 | 40.41 | |
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $6.2k | 300.00 | 20.81 | |
| Corteva (CTVA) | 0.0 | $6.2k | 108.00 | 57.31 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $6.1k | 117.00 | 52.42 | |
| Dbx Etf Tr Xtrack Intl Real (HAUZ) | 0.0 | $6.1k | 304.00 | 20.12 | |
| Dupont De Nemours (DD) | 0.0 | $6.1k | 85.00 | 71.45 | |
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $5.6k | 600.00 | 9.36 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $5.5k | 540.00 | 10.13 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $5.4k | 41.00 | 132.73 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $5.4k | 78.00 | 69.73 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $5.4k | 32.00 | 167.50 | |
| Manulife Finl Corp (MFC) | 0.0 | $5.3k | 280.00 | 18.91 | |
| Synchrony Financial (SYF) | 0.0 | $5.3k | 156.00 | 33.92 | |
| salesforce (CRM) | 0.0 | $5.3k | 25.00 | 211.28 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $5.2k | 460.00 | 11.38 | |
| Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP) | 0.0 | $5.0k | 200.00 | 25.11 | |
| Advisors Inner Circle Fd Iii Strategas Macro (SAMT) | 0.0 | $4.7k | 200.00 | 23.34 | |
| Chubb (CB) | 0.0 | $4.6k | 24.00 | 192.58 | |
| Dow (DOW) | 0.0 | $4.6k | 86.00 | 53.27 | |
| Kimbell Rty Partners Unit (KRP) | 0.0 | $4.4k | 300.00 | 14.71 | |
| Beyond Air | 0.0 | $4.3k | 1.0k | 4.26 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $4.1k | 29.00 | 142.10 | |
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $4.1k | 400.00 | 10.15 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $4.0k | 186.00 | 21.60 | |
| Ameriprise Financial (AMP) | 0.0 | $3.7k | 11.00 | 332.18 | |
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $3.6k | 200.00 | 17.75 | |
| Nextera Energy Unit 09/01/2023 | 0.0 | $3.5k | 72.00 | 49.04 | |
| Li Auto Sponsored Ads (LI) | 0.0 | $3.5k | 100.00 | 35.10 | |
| Howmet Aerospace (HWM) | 0.0 | $3.4k | 68.00 | 49.57 | |
| Cleveland-cliffs (CLF) | 0.0 | $3.4k | 200.00 | 16.76 | |
| DiamondRock Hospitality Company (DRH) | 0.0 | $3.2k | 400.00 | 8.01 | |
| Ares Capital Corporation (ARCC) | 0.0 | $3.1k | 163.00 | 18.79 | |
| Blackberry (BB) | 0.0 | $3.0k | 550.00 | 5.53 | |
| Cdw (CDW) | 0.0 | $2.8k | 15.00 | 183.53 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $2.7k | 67.00 | 40.07 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $2.6k | 198.00 | 13.28 | |
| Achieve Life Sciences (ACHV) | 0.0 | $2.4k | 453.00 | 5.19 | |
| Viatris (VTRS) | 0.0 | $2.3k | 232.00 | 9.98 | |
| Metropcs Communications (TMUS) | 0.0 | $2.2k | 16.00 | 138.94 | |
| Altimmune Com New (ALT) | 0.0 | $2.2k | 611.00 | 3.53 | |
| Gray Television (GTN) | 0.0 | $2.1k | 270.00 | 7.88 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.0 | $2.1k | 74.00 | 28.30 | |
| Universal Corporation (UVV) | 0.0 | $2.1k | 42.00 | 49.52 | |
| Carnival Corp Common Stock (CCL) | 0.0 | $1.9k | 100.00 | 18.83 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $1.8k | 24.00 | 75.25 | |
| Pjt Partners Com Cl A (PJT) | 0.0 | $1.7k | 25.00 | 69.64 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $1.7k | 28.00 | 61.04 | |
| Invesco SHS (IVZ) | 0.0 | $1.7k | 100.00 | 16.81 | |
| Proshares Tr Pshs Ultra Tech (ROM) | 0.0 | $1.6k | 35.00 | 45.03 | |
| Ban (TBBK) | 0.0 | $1.6k | 48.00 | 32.67 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $1.6k | 203.00 | 7.68 | |
| Bausch Health Companies (BHC) | 0.0 | $1.6k | 195.00 | 8.00 | |
| Geospace Technologies (GEOS) | 0.0 | $1.6k | 200.00 | 7.77 | |
| Annaly Capital Management In Com New (NLY) | 0.0 | $1.4k | 72.00 | 20.01 | |
| Sony Group Corporation Sponsored Adr (SONY) | 0.0 | $1.4k | 15.00 | 90.07 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $1.3k | 20.00 | 67.10 | |
| Midcap Financial Invstmnt Com New (MFIC) | 0.0 | $942.000000 | 75.00 | 12.56 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $933.000000 | 25.00 | 37.32 | |
| Strategy Ns 7handl Idx (HNDL) | 0.0 | $814.000000 | 40.00 | 20.35 | |
| Gulf Island Fabrication (GIFI) | 0.0 | $650.000000 | 200.00 | 3.25 | |
| Tootsie Roll Industries (TR) | 0.0 | $602.000600 | 17.00 | 35.41 | |
| Deluxe Corporation (DLX) | 0.0 | $576.998400 | 33.00 | 17.48 | |
| Arconic | 0.0 | $532.999800 | 18.00 | 29.61 | |
| Oxford Square Ca (OXSQ) | 0.0 | $530.000000 | 200.00 | 2.65 | |
| Wabtec Corporation (WAB) | 0.0 | $439.000000 | 4.00 | 109.75 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $358.000000 | 5.00 | 71.60 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $98.000000 | 1.00 | 98.00 | |
| Skillz Com Cl A (SKLZ) | 0.0 | $91.000000 | 10.00 | 9.10 | |
| Sundial Growers (SNDL) | 0.0 | $35.000000 | 25.00 | 1.40 | |
| Organon & Co Common Stock (OGN) | 0.0 | $21.000000 | 1.00 | 21.00 |