Godsey & Gibb as of June 30, 2025
Portfolio Holdings for Godsey & Gibb
Godsey & Gibb holds 354 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 4.3 | $46M | 166k | 275.65 | |
| Oracle Corporation (ORCL) | 3.5 | $38M | 171k | 218.63 | |
| Microsoft Corporation (MSFT) | 3.3 | $36M | 71k | 497.41 | |
| International Business Machines (IBM) | 3.1 | $33M | 113k | 294.78 | |
| Apple (AAPL) | 3.1 | $33M | 161k | 205.17 | |
| Raytheon Technologies Corp (RTX) | 2.7 | $29M | 200k | 146.02 | |
| At&t (T) | 2.7 | $29M | 1.0M | 28.94 | |
| Eaton Corp SHS (ETN) | 2.7 | $29M | 80k | 356.99 | |
| Visa Com Cl A (V) | 2.7 | $29M | 80k | 355.05 | |
| Entergy Corporation (ETR) | 2.6 | $28M | 340k | 83.12 | |
| Cintas Corporation (CTAS) | 2.5 | $27M | 122k | 222.87 | |
| Rbc Cad (RY) | 2.5 | $26M | 200k | 131.55 | |
| Costco Wholesale Corporation (COST) | 2.4 | $26M | 26k | 989.94 | |
| Stryker Corporation (SYK) | 2.4 | $26M | 66k | 395.63 | |
| Toronto Dominion Bk Ont Com New (TD) | 2.4 | $25M | 344k | 73.45 | |
| Fastenal Company (FAST) | 2.3 | $25M | 589k | 42.00 | |
| Blackrock (BLK) | 2.3 | $24M | 23k | 1049.25 | |
| Corning Incorporated (GLW) | 2.3 | $24M | 464k | 52.59 | |
| Duke Energy Corp Com New (DUK) | 2.3 | $24M | 205k | 118.00 | |
| Coca-Cola Company (KO) | 2.3 | $24M | 341k | 70.75 | |
| Novartis Sponsored Adr (NVS) | 2.2 | $24M | 196k | 121.01 | |
| Paychex (PAYX) | 2.2 | $23M | 159k | 145.46 | |
| State Street Corporation (STT) | 2.1 | $23M | 216k | 106.34 | |
| Alliant Energy Corporation (LNT) | 2.1 | $23M | 374k | 60.47 | |
| Home Depot (HD) | 2.1 | $23M | 62k | 366.64 | |
| PNC Financial Services (PNC) | 2.1 | $22M | 119k | 186.42 | |
| Dominion Resources (D) | 2.0 | $22M | 383k | 56.52 | |
| Medtronic SHS (MDT) | 2.0 | $21M | 245k | 87.17 | |
| Truist Financial Corp equities (TFC) | 1.9 | $21M | 483k | 42.99 | |
| Amgen (AMGN) | 1.9 | $20M | 73k | 279.21 | |
| American Electric Power Company (AEP) | 1.9 | $20M | 193k | 103.76 | |
| Microchip Technology (MCHP) | 1.9 | $20M | 283k | 70.37 | |
| Agilent Technologies Inc C ommon (A) | 1.8 | $20M | 167k | 118.01 | |
| Kimberly-Clark Corporation (KMB) | 1.8 | $19M | 151k | 128.92 | |
| Chevron Corporation (CVX) | 1.8 | $19M | 133k | 143.19 | |
| Comcast Corp Cl A (CMCSA) | 1.7 | $19M | 518k | 35.69 | |
| Pepsi (PEP) | 1.6 | $18M | 133k | 132.04 | |
| Merck & Co (MRK) | 1.6 | $17M | 215k | 79.16 | |
| Schlumberger Com Stk (SLB) | 1.6 | $17M | 493k | 33.80 | |
| United Parcel Service CL B (UPS) | 1.5 | $16M | 162k | 100.94 | |
| Stanley Black & Decker (SWK) | 1.2 | $13M | 185k | 67.75 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $11M | 17k | 617.85 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $5.4M | 50k | 107.80 | |
| Amazon (AMZN) | 0.3 | $3.7M | 17k | 219.39 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $3.4M | 29k | 117.17 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $3.1M | 127k | 24.44 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.6M | 5.4k | 485.77 | |
| NVIDIA Corporation (NVDA) | 0.2 | $2.1M | 13k | 157.99 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.6M | 31k | 52.76 | |
| Procter & Gamble Company (PG) | 0.1 | $1.4M | 8.5k | 159.33 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.3M | 2.9k | 440.65 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.2M | 19k | 62.02 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $940k | 1.7k | 551.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $928k | 5.2k | 177.39 | |
| Kellogg Company (K) | 0.1 | $899k | 11k | 79.53 | |
| ConocoPhillips (COP) | 0.1 | $865k | 9.6k | 89.74 | |
| Eli Lilly & Co. (LLY) | 0.1 | $858k | 1.1k | 779.53 | |
| Walt Disney Company (DIS) | 0.1 | $850k | 6.9k | 124.01 | |
| Meta Platforms Cl A (META) | 0.1 | $816k | 1.1k | 738.13 | |
| Altria (MO) | 0.1 | $791k | 14k | 58.63 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $777k | 14k | 57.01 | |
| AFLAC Incorporated (AFL) | 0.1 | $748k | 7.1k | 105.45 | |
| Fidelity National Financial Com Shs (FNF) | 0.1 | $718k | 13k | 56.06 | |
| Intuit (INTU) | 0.1 | $713k | 905.00 | 787.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $701k | 4.0k | 176.23 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $678k | 2.3k | 289.90 | |
| Philip Morris International (PM) | 0.1 | $655k | 3.6k | 182.15 | |
| Netflix (NFLX) | 0.1 | $605k | 452.00 | 1339.13 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $575k | 3.8k | 149.58 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $544k | 2.8k | 195.04 | |
| Automatic Data Processing (ADP) | 0.0 | $510k | 1.7k | 308.40 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $473k | 18k | 26.50 | |
| Southern First Bancshares (SFST) | 0.0 | $443k | 12k | 38.03 | |
| Amphenol Corp Cl A (APH) | 0.0 | $435k | 4.4k | 98.75 | |
| Southern Company (SO) | 0.0 | $432k | 4.7k | 91.83 | |
| Emerson Electric (EMR) | 0.0 | $416k | 3.1k | 133.33 | |
| Cisco Systems (CSCO) | 0.0 | $410k | 5.9k | 69.38 | |
| CSX Corporation (CSX) | 0.0 | $395k | 12k | 32.63 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $388k | 691.00 | 561.94 | |
| Honeywell International (HON) | 0.0 | $379k | 1.6k | 232.88 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $359k | 12k | 29.21 | |
| Omni (OMC) | 0.0 | $351k | 4.9k | 71.94 | |
| Murphy Usa (MUSA) | 0.0 | $345k | 848.00 | 406.80 | |
| Allstate Corporation (ALL) | 0.0 | $342k | 1.7k | 201.31 | |
| Johnson & Johnson (JNJ) | 0.0 | $341k | 2.2k | 152.72 | |
| Abbvie (ABBV) | 0.0 | $341k | 1.8k | 185.61 | |
| American Express Company (AXP) | 0.0 | $337k | 1.1k | 318.98 | |
| Abbott Laboratories (ABT) | 0.0 | $337k | 2.5k | 136.03 | |
| Fidelity National Information Services (FIS) | 0.0 | $321k | 3.9k | 81.41 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $308k | 2.3k | 133.31 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $298k | 4.4k | 67.43 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $291k | 3.6k | 81.65 | |
| McDonald's Corporation (MCD) | 0.0 | $288k | 987.00 | 292.17 | |
| Danaher Corporation (DHR) | 0.0 | $277k | 1.4k | 197.54 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $261k | 460.00 | 568.23 | |
| SYSCO Corporation (SYY) | 0.0 | $254k | 3.4k | 75.74 | |
| Enterprise Products Partners (EPD) | 0.0 | $247k | 8.0k | 31.01 | |
| Morgan Stanley Com New (MS) | 0.0 | $247k | 1.8k | 140.86 | |
| Public Storage (PSA) | 0.0 | $240k | 817.00 | 293.42 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $238k | 1.8k | 135.75 | |
| Synopsys (SNPS) | 0.0 | $235k | 458.00 | 512.68 | |
| Applied Materials (AMAT) | 0.0 | $232k | 1.3k | 183.07 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $219k | 5.4k | 40.78 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $203k | 726.00 | 279.83 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $201k | 981.00 | 204.68 | |
| Tesla Motors (TSLA) | 0.0 | $191k | 601.00 | 317.66 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $188k | 405.00 | 463.14 | |
| PPG Industries (PPG) | 0.0 | $180k | 1.6k | 113.75 | |
| Nextera Energy (NEE) | 0.0 | $174k | 2.5k | 69.43 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $167k | 6.8k | 24.54 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $159k | 1.7k | 91.73 | |
| Atmos Energy Corporation (ATO) | 0.0 | $157k | 1.0k | 154.11 | |
| Clorox Company (CLX) | 0.0 | $150k | 1.2k | 120.07 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $148k | 655.00 | 226.49 | |
| Old Republic International Corporation (ORI) | 0.0 | $147k | 3.8k | 38.44 | |
| Cheniere Energy Com New (LNG) | 0.0 | $146k | 600.00 | 243.52 | |
| Msci (MSCI) | 0.0 | $144k | 250.00 | 576.74 | |
| Lowe's Companies (LOW) | 0.0 | $142k | 640.00 | 221.87 | |
| Becton, Dickinson and (BDX) | 0.0 | $136k | 790.00 | 172.25 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $129k | 295.00 | 438.40 | |
| Bank of America Corporation (BAC) | 0.0 | $125k | 2.6k | 47.32 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $121k | 2.3k | 52.78 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $116k | 232.00 | 499.98 | |
| Intel Corporation (INTC) | 0.0 | $114k | 5.1k | 22.40 | |
| IDEX Corporation (IEX) | 0.0 | $114k | 650.00 | 175.57 | |
| Nike CL B (NKE) | 0.0 | $114k | 1.6k | 71.04 | |
| General Dynamics Corporation (GD) | 0.0 | $108k | 370.00 | 291.66 | |
| Illinois Tool Works (ITW) | 0.0 | $106k | 428.00 | 247.25 | |
| Deere & Company (DE) | 0.0 | $106k | 208.00 | 508.49 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $102k | 180.00 | 566.48 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $101k | 260.00 | 386.88 | |
| Coherent Corp (COHR) | 0.0 | $96k | 1.1k | 89.21 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $96k | 510.00 | 188.64 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $96k | 345.00 | 276.94 | |
| Verizon Communications (VZ) | 0.0 | $95k | 2.2k | 43.27 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $92k | 302.00 | 303.93 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $87k | 635.00 | 136.32 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $86k | 676.00 | 127.66 | |
| Dover Corporation (DOV) | 0.0 | $83k | 450.00 | 183.23 | |
| Expeditors International of Washington (EXPD) | 0.0 | $80k | 700.00 | 114.25 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $79k | 259.00 | 304.83 | |
| Phillips 66 (PSX) | 0.0 | $78k | 650.00 | 119.30 | |
| Murphy Oil Corporation (MUR) | 0.0 | $76k | 3.4k | 22.50 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $76k | 122.00 | 620.90 | |
| Caterpillar (CAT) | 0.0 | $75k | 193.00 | 388.21 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $73k | 4.0k | 18.13 | |
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $69k | 1.6k | 42.05 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $69k | 2.9k | 23.83 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $66k | 3.0k | 22.10 | |
| Teleflex Incorporated (TFX) | 0.0 | $65k | 550.00 | 118.36 | |
| Global Payments (GPN) | 0.0 | $62k | 775.00 | 80.04 | |
| Digital Realty Trust (DLR) | 0.0 | $61k | 350.00 | 174.33 | |
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $59k | 761.00 | 77.54 | |
| Henry Schein (HSIC) | 0.0 | $58k | 800.00 | 73.05 | |
| Norfolk Southern (NSC) | 0.0 | $58k | 226.00 | 255.62 | |
| Kimbell Rty Partners Unit (KRP) | 0.0 | $57k | 4.1k | 13.96 | |
| Starbucks Corporation (SBUX) | 0.0 | $56k | 615.00 | 91.63 | |
| Principal Financial (PFG) | 0.0 | $56k | 700.00 | 79.43 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $55k | 1.9k | 28.65 | |
| Seacoast Bkg Corp Fla Com New (SBCF) | 0.0 | $55k | 2.0k | 27.62 | |
| DTE Energy Company (DTE) | 0.0 | $53k | 400.00 | 132.46 | |
| Trane Technologies SHS (TT) | 0.0 | $53k | 120.00 | 437.42 | |
| Fortive (FTV) | 0.0 | $52k | 1.0k | 52.13 | |
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $51k | 470.00 | 108.53 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $50k | 1.7k | 30.14 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $48k | 792.00 | 60.03 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $47k | 466.00 | 100.95 | |
| Rockwell Automation (ROK) | 0.0 | $47k | 140.00 | 332.17 | |
| Ferrari Nv Ord (RACE) | 0.0 | $44k | 90.00 | 490.74 | |
| Southwest Airlines (LUV) | 0.0 | $44k | 1.4k | 32.44 | |
| Colony Bank (CBAN) | 0.0 | $43k | 2.6k | 16.47 | |
| Bunge Global Sa Com Shs (BG) | 0.0 | $42k | 518.00 | 80.28 | |
| Cannae Holdings (CNNE) | 0.0 | $41k | 1.9k | 20.85 | |
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $40k | 250.00 | 161.74 | |
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $40k | 2.3k | 17.12 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $40k | 928.00 | 42.59 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $38k | 176.00 | 215.80 | |
| Unilever Spon Adr New (UL) | 0.0 | $37k | 600.00 | 61.17 | |
| Amplify Energy Corp (AMPY) | 0.0 | $36k | 11k | 3.20 | |
| Boeing Company (BA) | 0.0 | $35k | 167.00 | 209.53 | |
| TJX Companies (TJX) | 0.0 | $35k | 280.00 | 123.49 | |
| Iron Mountain (IRM) | 0.0 | $33k | 325.00 | 102.57 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $33k | 530.00 | 62.36 | |
| Nucor Corporation (NUE) | 0.0 | $32k | 250.00 | 129.54 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $31k | 399.00 | 77.50 | |
| Home BancShares (HOMB) | 0.0 | $30k | 1.0k | 28.46 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $29k | 875.00 | 32.81 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $29k | 304.00 | 93.79 | |
| Ishares Tr Expanded Tech (IGV) | 0.0 | $29k | 260.00 | 109.50 | |
| Advanced Micro Devices (AMD) | 0.0 | $28k | 198.00 | 141.90 | |
| F&g Annuities & Life Common Stock (FG) | 0.0 | $28k | 870.00 | 31.98 | |
| Vulcan Materials Company (VMC) | 0.0 | $28k | 106.00 | 260.82 | |
| Ishares Tr Exponential Tech (XT) | 0.0 | $28k | 423.00 | 65.24 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $28k | 300.00 | 91.97 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $28k | 250.00 | 109.91 | |
| Southern Copper Corporation (SCCO) | 0.0 | $27k | 267.00 | 101.17 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $27k | 162.00 | 166.11 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $27k | 875.00 | 30.68 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $26k | 291.00 | 89.06 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $26k | 200.00 | 128.41 | |
| Anthem (ELV) | 0.0 | $26k | 66.00 | 387.12 | |
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.0 | $25k | 442.00 | 57.14 | |
| Carrier Global Corporation (CARR) | 0.0 | $25k | 341.00 | 73.19 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $25k | 82.00 | 298.89 | |
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $24k | 1.1k | 22.76 | |
| Pfizer (PFE) | 0.0 | $23k | 959.00 | 24.24 | |
| Enbridge (ENB) | 0.0 | $23k | 497.00 | 45.32 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $22k | 163.00 | 134.77 | |
| EOG Resources (EOG) | 0.0 | $22k | 180.00 | 119.61 | |
| Kroger (KR) | 0.0 | $22k | 300.00 | 71.73 | |
| Agnico (AEM) | 0.0 | $21k | 178.00 | 118.93 | |
| Shell Spon Ads (SHEL) | 0.0 | $21k | 300.00 | 70.41 | |
| Bristol Myers Squibb (BMY) | 0.0 | $21k | 455.00 | 46.29 | |
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $21k | 625.00 | 33.01 | |
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.0 | $21k | 400.00 | 51.15 | |
| Skyworks Solutions (SWKS) | 0.0 | $20k | 268.00 | 74.52 | |
| Republic Services (RSG) | 0.0 | $20k | 80.00 | 246.61 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $20k | 465.00 | 42.27 | |
| Lennar Corp Cl A (LEN) | 0.0 | $19k | 175.00 | 110.61 | |
| AECOM Technology Corporation (ACM) | 0.0 | $19k | 170.00 | 112.86 | |
| Ingles Mkts Cl A (IMKTA) | 0.0 | $19k | 300.00 | 63.38 | |
| Quanta Services (PWR) | 0.0 | $19k | 50.00 | 378.08 | |
| Green Brick Partners (GRBK) | 0.0 | $19k | 300.00 | 62.88 | |
| FedEx Corporation (FDX) | 0.0 | $18k | 80.00 | 227.31 | |
| Special Opportunities Fund (SPE) | 0.0 | $18k | 1.2k | 15.49 | |
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.0 | $18k | 311.00 | 57.42 | |
| Fiserv (FI) | 0.0 | $17k | 100.00 | 172.41 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $17k | 401.00 | 42.83 | |
| Autodesk (ADSK) | 0.0 | $17k | 55.00 | 309.58 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $17k | 180.00 | 93.87 | |
| Daktronics (DAKT) | 0.0 | $17k | 1.1k | 15.12 | |
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $17k | 200.00 | 83.00 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $17k | 65.00 | 253.23 | |
| Ralliant Corp (RAL) | 0.0 | $16k | 333.00 | 48.49 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $16k | 351.00 | 44.82 | |
| Verisk Analytics (VRSK) | 0.0 | $16k | 50.00 | 311.50 | |
| General Mills (GIS) | 0.0 | $16k | 300.00 | 51.81 | |
| BP Sponsored Adr (BP) | 0.0 | $15k | 500.00 | 29.93 | |
| McKesson Corporation (MCK) | 0.0 | $15k | 20.00 | 732.80 | |
| DaVita (DVA) | 0.0 | $14k | 100.00 | 142.45 | |
| Goldman Sachs (GS) | 0.0 | $14k | 20.00 | 707.75 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $14k | 68.00 | 207.63 | |
| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $14k | 305.00 | 44.67 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $14k | 25.00 | 543.44 | |
| Hf Sinclair Corp (DINO) | 0.0 | $14k | 331.00 | 41.04 | |
| Jacobs Engineering Group (J) | 0.0 | $13k | 100.00 | 131.45 | |
| Cigna Corp (CI) | 0.0 | $13k | 39.00 | 330.59 | |
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.0 | $13k | 541.00 | 23.39 | |
| Mattel (MAT) | 0.0 | $12k | 630.00 | 19.72 | |
| Uber Technologies (UBER) | 0.0 | $11k | 120.00 | 93.30 | |
| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $11k | 410.00 | 27.14 | |
| South State Corporation | 0.0 | $11k | 120.00 | 92.03 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $11k | 209.00 | 52.39 | |
| Synchrony Financial (SYF) | 0.0 | $10k | 156.00 | 66.74 | |
| Crown Castle Intl (CCI) | 0.0 | $10k | 100.00 | 102.73 | |
| Metropcs Communications (TMUS) | 0.0 | $10k | 43.00 | 238.28 | |
| TowneBank (TOWN) | 0.0 | $9.7k | 283.00 | 34.18 | |
| Ameren Corporation (AEE) | 0.0 | $9.6k | 100.00 | 96.04 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $9.4k | 458.00 | 20.45 | |
| Citigroup Com New (C) | 0.0 | $9.4k | 110.00 | 85.13 | |
| salesforce (CRM) | 0.0 | $9.3k | 34.00 | 272.71 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $9.2k | 133.00 | 69.02 | |
| Edison International (EIX) | 0.0 | $9.0k | 175.00 | 51.60 | |
| Cameco Corporation (CCJ) | 0.0 | $8.9k | 120.00 | 74.23 | |
| Doordash Cl A (DASH) | 0.0 | $8.6k | 35.00 | 246.51 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $8.4k | 200.00 | 42.01 | |
| Union Pacific Corporation (UNP) | 0.0 | $8.3k | 36.00 | 230.08 | |
| Chart Industries (GTLS) | 0.0 | $8.2k | 50.00 | 164.66 | |
| Cornerstone Strategic Value (CLM) | 0.0 | $8.1k | 1.0k | 8.12 | |
| Simon Property (SPG) | 0.0 | $8.0k | 50.00 | 160.76 | |
| Royal Gold (RGLD) | 0.0 | $7.9k | 45.00 | 176.64 | |
| UnitedHealth (UNH) | 0.0 | $7.8k | 25.00 | 312.00 | |
| Constellation Energy (CEG) | 0.0 | $7.7k | 24.00 | 322.79 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $7.7k | 47.00 | 163.94 | |
| Tc Energy Corp (TRP) | 0.0 | $7.6k | 156.00 | 48.79 | |
| Prologis (PLD) | 0.0 | $7.5k | 71.00 | 105.13 | |
| Stag Industrial (STAG) | 0.0 | $7.3k | 200.00 | 36.28 | |
| Caesars Entertainment (CZR) | 0.0 | $7.1k | 250.00 | 28.39 | |
| Essential Utils (WTRG) | 0.0 | $7.0k | 188.00 | 37.14 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $6.6k | 50.00 | 132.34 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $6.6k | 30.00 | 218.50 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $6.5k | 155.00 | 41.96 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $6.4k | 20.00 | 320.15 | |
| Campbell Soup Company (CPB) | 0.0 | $6.1k | 200.00 | 30.65 | |
| Dell Technologies CL C (DELL) | 0.0 | $6.1k | 50.00 | 122.60 | |
| Sandstorm Gold Com New (SAND) | 0.0 | $6.1k | 650.00 | 9.40 | |
| Ameriprise Financial (AMP) | 0.0 | $5.9k | 11.00 | 533.82 | |
| Terex Corporation (TEX) | 0.0 | $5.8k | 124.00 | 46.65 | |
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $5.8k | 300.00 | 19.25 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $5.7k | 133.00 | 42.98 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $5.6k | 42.00 | 134.40 | |
| Cadence Design Systems (CDNS) | 0.0 | $5.5k | 18.00 | 308.17 | |
| Target Corporation (TGT) | 0.0 | $5.4k | 55.00 | 98.65 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $5.3k | 5.00 | 1056.40 | |
| B2gold Corp (BTG) | 0.0 | $5.0k | 1.4k | 3.61 | |
| Consolidated Edison (ED) | 0.0 | $5.0k | 50.00 | 100.36 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $5.0k | 540.00 | 9.19 | |
| Dupont De Nemours (DD) | 0.0 | $4.5k | 65.00 | 68.60 | |
| Kraft Heinz (KHC) | 0.0 | $4.4k | 170.00 | 25.82 | |
| AvalonBay Communities (AVB) | 0.0 | $4.3k | 21.00 | 203.52 | |
| Pjt Partners Com Cl A (PJT) | 0.0 | $4.1k | 25.00 | 165.04 | |
| Newmont Mining Corporation (NEM) | 0.0 | $4.1k | 70.00 | 58.27 | |
| Diageo Spon Adr New (DEO) | 0.0 | $3.9k | 39.00 | 100.85 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $3.8k | 5.00 | 767.40 | |
| Walgreen Boots Alliance | 0.0 | $3.7k | 323.00 | 11.48 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 0.0 | $3.7k | 115.00 | 31.99 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $3.4k | 49.00 | 69.90 | |
| Millrose Pptys Com Cl A (MRP) | 0.0 | $3.4k | 119.00 | 28.51 | |
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $3.3k | 200.00 | 16.72 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $3.3k | 83.00 | 40.02 | |
| Albemarle Corporation (ALB) | 0.0 | $3.1k | 50.00 | 62.68 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $2.8k | 100.00 | 28.12 | |
| Ban (TBBK) | 0.0 | $2.7k | 48.00 | 56.98 | |
| Li Auto Sponsored Ads (LI) | 0.0 | $2.7k | 100.00 | 27.11 | |
| Cdw (CDW) | 0.0 | $2.7k | 15.00 | 179.93 | |
| Civitas Resources Com New (CIVI) | 0.0 | $2.6k | 95.00 | 27.53 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $2.6k | 60.00 | 43.35 | |
| Blackberry (BB) | 0.0 | $2.5k | 550.00 | 4.58 | |
| Amentum Holdings (AMTM) | 0.0 | $2.5k | 106.00 | 23.61 | |
| Universal Corporation (UVV) | 0.0 | $2.4k | 42.00 | 57.74 | |
| Seabridge Gold (SA) | 0.0 | $2.3k | 160.00 | 14.53 | |
| Bce Com New (BCE) | 0.0 | $2.1k | 95.00 | 22.18 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $2.1k | 6.00 | 350.50 | |
| Viatris (VTRS) | 0.0 | $2.1k | 232.00 | 8.93 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $2.0k | 75.00 | 26.04 | |
| Corteva (CTVA) | 0.0 | $1.9k | 25.00 | 74.56 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $1.5k | 158.00 | 9.70 | |
| Cleveland-cliffs (CLF) | 0.0 | $1.5k | 200.00 | 7.60 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $1.5k | 20.00 | 72.65 | |
| Vera Bradley (VRA) | 0.0 | $1.4k | 650.00 | 2.21 | |
| Annaly Capital Management In Com New (NLY) | 0.0 | $1.4k | 72.00 | 18.83 | |
| Luminar Technologies Com New Cl A (LAZR) | 0.0 | $1.3k | 467.00 | 2.87 | |
| NET Lease Office Properties (NLOP) | 0.0 | $1.3k | 40.00 | 32.55 | |
| Darling International (DAR) | 0.0 | $1.0k | 27.00 | 37.96 | |
| South Bow Corp (SOBO) | 0.0 | $804.000500 | 31.00 | 25.94 | |
| Expand Energy Corporation *w Exp 02/09/202 (EXEEL) | 0.0 | $756.000000 | 7.00 | 108.00 | |
| Dow (DOW) | 0.0 | $689.000000 | 26.00 | 26.50 | |
| Atlanta Braves Hldgs Com Ser A (BATRA) | 0.0 | $493.000000 | 10.00 | 49.30 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $415.999500 | 15.00 | 27.73 | |
| Chesapeake Energy Corp (EXE) | 0.0 | $351.000000 | 3.00 | 117.00 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $347.000100 | 3.00 | 115.67 | |
| Tempus Ai Cl A (TEM) | 0.0 | $255.000000 | 4.00 | 63.75 | |
| Super Micro Computer Com New (SMCI) | 0.0 | $246.000000 | 5.00 | 49.20 | |
| Vistra Energy (VST) | 0.0 | $194.000000 | 1.00 | 194.00 | |
| Beeline Holdings Com New (BLNE) | 0.0 | $148.000000 | 100.00 | 1.48 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $144.000000 | 3.00 | 48.00 | |
| American Airls (AAL) | 0.0 | $113.000000 | 10.00 | 11.30 | |
| Lumentum Hldgs (LITE) | 0.0 | $96.000000 | 1.00 | 96.00 | |
| Skillz Com Cl A (SKLZ) | 0.0 | $69.000000 | 10.00 | 6.90 | |
| Viavi Solutions Inc equities (VIAV) | 0.0 | $51.000000 | 5.00 | 10.20 | |
| Safety Shot Com New (SHOT) | 0.0 | $33.000000 | 100.00 | 0.33 | |
| Organon & Co Common Stock (OGN) | 0.0 | $10.000000 | 1.00 | 10.00 | |
| Healthy Choice Wellness Corp Cl A (HCWC) | 0.0 | $1.000000 | 1.00 | 1.00 | |
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.0 | $0 | 0 | 0.00 |