Godsey & Gibb as of Dec. 31, 2025
Portfolio Holdings for Godsey & Gibb
Godsey & Gibb holds 439 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 3.9 | $43M | 125k | 346.10 | |
| Apple (AAPL) | 3.8 | $43M | 156k | 271.86 | |
| Microsoft Corporation (MSFT) | 3.1 | $34M | 71k | 483.62 | |
| Raytheon Technologies Corp (RTX) | 3.1 | $34M | 186k | 183.40 | |
| Corning Incorporated (GLW) | 3.0 | $34M | 383k | 87.56 | |
| Rbc Cad (RY) | 3.0 | $33M | 194k | 170.49 | |
| Toronto Dominion Bk Ont Com New (TD) | 2.7 | $31M | 325k | 94.20 | |
| International Business Machines (IBM) | 2.7 | $30M | 103k | 296.21 | |
| Entergy Corporation (ETR) | 2.6 | $28M | 308k | 92.43 | |
| Visa Com Cl A (V) | 2.5 | $28M | 80k | 350.71 | |
| State Street Corporation (STT) | 2.5 | $28M | 215k | 129.01 | |
| Oracle Corporation (ORCL) | 2.4 | $27M | 136k | 194.91 | |
| Novartis Sponsored Adr (NVS) | 2.4 | $26M | 191k | 137.87 | |
| PNC Financial Services (PNC) | 2.2 | $25M | 120k | 208.73 | |
| Blackrock (BLK) | 2.2 | $25M | 23k | 1070.34 | |
| Eaton Corp SHS (ETN) | 2.2 | $25M | 77k | 318.51 | |
| At&t (T) | 2.2 | $24M | 982k | 24.84 | |
| Merck & Co (MRK) | 2.2 | $24M | 230k | 105.26 | |
| Alliant Energy Corporation (LNT) | 2.2 | $24M | 370k | 65.01 | |
| Coca-Cola Company (KO) | 2.2 | $24M | 343k | 69.91 | |
| Duke Energy Corp Com New (DUK) | 2.1 | $24M | 203k | 117.21 | |
| Medtronic SHS (MDT) | 2.1 | $24M | 247k | 96.06 | |
| Amgen (AMGN) | 2.1 | $24M | 72k | 327.31 | |
| Cintas Corporation (CTAS) | 2.1 | $24M | 125k | 188.07 | |
| Truist Financial Corp equities (TFC) | 2.1 | $24M | 479k | 49.21 | |
| Stryker Corporation (SYK) | 2.1 | $24M | 67k | 351.47 | |
| Costco Wholesale Corporation (COST) | 2.1 | $23M | 27k | 862.34 | |
| Agilent Technologies Inc C ommon (A) | 2.1 | $23M | 169k | 136.07 | |
| Fastenal Company (FAST) | 2.0 | $23M | 566k | 40.13 | |
| Dominion Resources (D) | 2.0 | $23M | 388k | 58.59 | |
| American Electric Power Company (AEP) | 2.0 | $22M | 191k | 115.31 | |
| Home Depot (HD) | 1.9 | $22M | 63k | 344.10 | |
| Chevron Corporation (CVX) | 1.9 | $21M | 136k | 152.41 | |
| SLB Com Stk (SLB) | 1.9 | $21M | 538k | 38.38 | |
| Pepsi (PEP) | 1.8 | $20M | 137k | 143.52 | |
| Microchip Technology (MCHP) | 1.7 | $19M | 300k | 63.72 | |
| Paychex (PAYX) | 1.7 | $18M | 164k | 112.18 | |
| Cme (CME) | 1.6 | $18M | 67k | 273.08 | |
| United Parcel Service CL B (UPS) | 1.6 | $18M | 181k | 99.19 | |
| Comcast Corp Cl A (CMCSA) | 1.4 | $16M | 520k | 29.89 | |
| Stanley Black & Decker (SWK) | 1.4 | $16M | 209k | 74.28 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $11M | 17k | 681.93 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $5.9M | 49k | 120.34 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $4.1M | 151k | 26.91 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $4.0M | 33k | 121.61 | |
| Amazon (AMZN) | 0.4 | $3.9M | 17k | 230.82 | |
| Wal-Mart Stores (WMT) | 0.3 | $3.3M | 30k | 111.41 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.7M | 5.4k | 502.65 | |
| NVIDIA Corporation (NVDA) | 0.2 | $2.6M | 14k | 186.50 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $2.0M | 39k | 52.88 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.6M | 5.2k | 313.80 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.4M | 21k | 66.00 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.3M | 2.7k | 480.57 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.3M | 1.2k | 1074.68 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.3M | 4.1k | 313.00 | |
| Procter & Gamble Company (PG) | 0.1 | $1.1M | 7.8k | 143.31 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | 1.7k | 614.31 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.1M | 17k | 62.47 | |
| ConocoPhillips (COP) | 0.1 | $862k | 9.2k | 93.61 | |
| Altria (MO) | 0.1 | $778k | 14k | 57.66 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $764k | 2.4k | 322.23 | |
| Walt Disney Company (DIS) | 0.1 | $751k | 6.6k | 113.77 | |
| Meta Platforms Cl A (META) | 0.1 | $725k | 1.1k | 660.09 | |
| AFLAC Incorporated (AFL) | 0.1 | $686k | 6.2k | 110.26 | |
| Fidelity National Financial Com Shs (FNF) | 0.1 | $670k | 12k | 54.59 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $601k | 3.9k | 154.14 | |
| Southern First Bancshares (SFST) | 0.1 | $601k | 12k | 51.52 | |
| Intuit (INTU) | 0.1 | $600k | 905.00 | 662.42 | |
| Amphenol Corp Cl A (APH) | 0.1 | $595k | 4.4k | 135.14 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $592k | 2.8k | 211.83 | |
| Philip Morris International (PM) | 0.1 | $585k | 3.6k | 160.42 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $426k | 13k | 32.62 | |
| Automatic Data Processing (ADP) | 0.0 | $426k | 1.7k | 257.23 | |
| Abbvie (ABBV) | 0.0 | $410k | 1.8k | 228.47 | |
| Netflix (NFLX) | 0.0 | $410k | 4.4k | 93.76 | |
| Southern Company (SO) | 0.0 | $404k | 4.6k | 87.20 | |
| Emerson Electric (EMR) | 0.0 | $403k | 3.0k | 132.72 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $395k | 691.00 | 570.88 | |
| Omni (OMC) | 0.0 | $394k | 4.9k | 80.75 | |
| American Express Company (AXP) | 0.0 | $387k | 1.0k | 369.95 | |
| Johnson & Johnson (JNJ) | 0.0 | $384k | 1.9k | 206.90 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $354k | 13k | 27.43 | |
| Allstate Corporation (ALL) | 0.0 | $354k | 1.7k | 208.15 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $345k | 3.5k | 99.91 | |
| Murphy Usa (MUSA) | 0.0 | $342k | 848.00 | 403.52 | |
| Applied Materials (AMAT) | 0.0 | $334k | 1.3k | 256.99 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $332k | 2.3k | 143.52 | |
| Danaher Corporation (DHR) | 0.0 | $323k | 1.4k | 228.92 | |
| Abbott Laboratories (ABT) | 0.0 | $311k | 2.5k | 125.30 | |
| Cisco Systems (CSCO) | 0.0 | $297k | 3.9k | 77.03 | |
| Honeywell International (HON) | 0.0 | $297k | 1.5k | 195.09 | |
| McDonald's Corporation (MCD) | 0.0 | $289k | 945.00 | 305.63 | |
| Morgan Stanley Com New (MS) | 0.0 | $289k | 1.6k | 177.53 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $282k | 6.6k | 42.69 | |
| Micron Technology (MU) | 0.0 | $259k | 908.00 | 285.41 | |
| Fidelity National Information Services (FIS) | 0.0 | $258k | 3.9k | 66.46 | |
| Enterprise Products Partners (EPD) | 0.0 | $256k | 8.0k | 32.06 | |
| SYSCO Corporation (SYY) | 0.0 | $247k | 3.4k | 73.69 | |
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $246k | 1.8k | 139.16 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $244k | 5.4k | 45.51 | |
| Tesla Motors (TSLA) | 0.0 | $238k | 530.00 | 449.72 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $238k | 4.4k | 53.82 | |
| Advanced Micro Devices (AMD) | 0.0 | $238k | 1.1k | 214.16 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $231k | 795.00 | 290.22 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $222k | 1.0k | 219.79 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $216k | 442.00 | 487.86 | |
| Nextera Energy (NEE) | 0.0 | $211k | 2.6k | 80.29 | |
| Public Storage (PSA) | 0.0 | $211k | 813.00 | 259.50 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $202k | 664.00 | 303.89 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $200k | 413.00 | 483.67 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $185k | 6.8k | 27.21 | |
| AmerisourceBergen (COR) | 0.0 | $179k | 529.00 | 337.75 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $178k | 1.0k | 177.75 | |
| Coherent Corp (COHR) | 0.0 | $177k | 960.00 | 184.57 | |
| Old Republic International Corporation (ORI) | 0.0 | $175k | 3.8k | 45.64 | |
| Intel Corporation (INTC) | 0.0 | $163k | 4.4k | 36.90 | |
| Lowe's Companies (LOW) | 0.0 | $159k | 658.00 | 241.16 | |
| Bank of America Corporation (BAC) | 0.0 | $152k | 2.8k | 55.00 | |
| Becton, Dickinson and (BDX) | 0.0 | $148k | 761.00 | 194.07 | |
| PPG Industries (PPG) | 0.0 | $147k | 1.4k | 102.46 | |
| Msci (MSCI) | 0.0 | $143k | 250.00 | 573.73 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $137k | 2.1k | 64.42 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $134k | 1.3k | 100.89 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $132k | 232.00 | 570.21 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $132k | 2.3k | 57.49 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $131k | 1.1k | 119.32 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $128k | 322.00 | 396.31 | |
| Clorox Company (CLX) | 0.0 | $126k | 1.2k | 100.83 | |
| Atmos Energy Corporation (ATO) | 0.0 | $125k | 747.00 | 167.63 | |
| General Dynamics Corporation (GD) | 0.0 | $125k | 370.00 | 336.66 | |
| Caterpillar (CAT) | 0.0 | $124k | 216.00 | 573.01 | |
| Cheniere Energy Com New (LNG) | 0.0 | $117k | 600.00 | 194.39 | |
| Ge Aerospace Com New (GE) | 0.0 | $112k | 363.00 | 308.03 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $110k | 510.00 | 214.69 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $109k | 180.00 | 603.28 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $107k | 319.00 | 335.27 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $107k | 676.00 | 157.70 | |
| Murphy Oil Corporation (MUR) | 0.0 | $106k | 3.4k | 31.25 | |
| Expeditors International of Washington (EXPD) | 0.0 | $104k | 700.00 | 149.01 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $104k | 345.00 | 302.11 | |
| Nike CL B (NKE) | 0.0 | $104k | 1.6k | 63.71 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $102k | 163.00 | 627.13 | |
| Illinois Tool Works (ITW) | 0.0 | $99k | 400.00 | 246.30 | |
| Deere & Company (DE) | 0.0 | $97k | 208.00 | 465.57 | |
| CSX Corporation (CSX) | 0.0 | $96k | 2.6k | 36.25 | |
| Immunitybio (IBRX) | 0.0 | $91k | 46k | 1.98 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $90k | 3.7k | 24.04 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $90k | 131.00 | 684.95 | |
| Dover Corporation (DOV) | 0.0 | $88k | 450.00 | 195.24 | |
| Phillips 66 (PSX) | 0.0 | $88k | 680.00 | 129.04 | |
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $84k | 1.5k | 56.69 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $83k | 242.00 | 342.97 | |
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $80k | 683.00 | 117.72 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $76k | 2.9k | 26.23 | |
| Ge Vernova (GEV) | 0.0 | $73k | 111.00 | 653.58 | |
| Teleflex Incorporated (TFX) | 0.0 | $67k | 550.00 | 122.04 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $67k | 4.1k | 16.49 | |
| Norfolk Southern (NSC) | 0.0 | $65k | 226.00 | 288.32 | |
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.0 | $65k | 700.00 | 92.80 | |
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $63k | 761.00 | 82.49 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $63k | 651.00 | 96.27 | |
| Seacoast Bkg Corp Fla Com New (SBCF) | 0.0 | $62k | 2.0k | 31.42 | |
| Principal Financial (PFG) | 0.0 | $62k | 700.00 | 88.21 | |
| Henry Schein (HSIC) | 0.0 | $61k | 800.00 | 75.58 | |
| Global Payments (GPN) | 0.0 | $60k | 775.00 | 77.40 | |
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $59k | 425.00 | 138.46 | |
| Verizon Communications (VZ) | 0.0 | $58k | 1.4k | 40.73 | |
| IDEX Corporation (IEX) | 0.0 | $58k | 325.00 | 177.94 | |
| J P Morgan Exchange Traded F Equity Focus Etf (JPEF) | 0.0 | $58k | 773.00 | 74.69 | |
| Fortive (FTV) | 0.0 | $55k | 1.0k | 55.21 | |
| Digital Realty Trust (DLR) | 0.0 | $54k | 350.00 | 154.71 | |
| Amplify Energy Corp (AMPY) | 0.0 | $52k | 11k | 4.57 | |
| DTE Energy Company (DTE) | 0.0 | $52k | 400.00 | 128.98 | |
| Starbucks Corporation (SBUX) | 0.0 | $50k | 590.00 | 84.21 | |
| F&g Annuities & Life Common Stock (FG) | 0.0 | $50k | 1.6k | 30.85 | |
| Rockwell Automation (ROK) | 0.0 | $49k | 125.00 | 389.07 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $48k | 483.00 | 99.88 | |
| Kimbell Rty Partners Unit (KRP) | 0.0 | $48k | 4.1k | 11.76 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $47k | 880.00 | 53.76 | |
| Colony Bank (CBAN) | 0.0 | $47k | 2.6k | 17.82 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $47k | 466.00 | 99.78 | |
| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.0 | $45k | 695.00 | 64.38 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $44k | 1.4k | 32.75 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $43k | 530.00 | 81.17 | |
| TJX Companies (TJX) | 0.0 | $43k | 280.00 | 153.61 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $42k | 120.00 | 349.99 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $41k | 292.00 | 141.06 | |
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $41k | 2.3k | 17.66 | |
| Nucor Corporation (NUE) | 0.0 | $41k | 250.00 | 163.11 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $41k | 165.00 | 246.16 | |
| Trane Technologies SHS (TT) | 0.0 | $39k | 100.00 | 389.20 | |
| Southern Copper Corporation (SCCO) | 0.0 | $39k | 270.00 | 143.47 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $38k | 428.00 | 89.46 | |
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $38k | 1.6k | 22.97 | |
| Boeing Company (BA) | 0.0 | $36k | 167.00 | 217.13 | |
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $36k | 395.00 | 91.38 | |
| Unilever Spon Adr New | 0.0 | $35k | 533.00 | 65.40 | |
| Ferrari Nv Ord (RACE) | 0.0 | $33k | 90.00 | 369.57 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $32k | 200.00 | 162.01 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $32k | 304.00 | 103.56 | |
| Cannae Holdings (CNNE) | 0.0 | $31k | 1.9k | 15.73 | |
| Vulcan Materials Company (VMC) | 0.0 | $30k | 106.00 | 285.23 | |
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $30k | 510.00 | 59.28 | |
| Agnico (AEM) | 0.0 | $30k | 178.00 | 169.53 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $30k | 250.00 | 119.68 | |
| Ishares Tr Future Exponenti (XT) | 0.0 | $30k | 423.00 | 69.73 | |
| Jacobs Engineering Group (J) | 0.0 | $29k | 221.00 | 132.46 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $29k | 1.0k | 28.48 | |
| Enbridge (ENB) | 0.0 | $29k | 597.00 | 47.83 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $28k | 190.00 | 148.69 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $28k | 249.00 | 113.10 | |
| Bristol Myers Squibb (BMY) | 0.0 | $28k | 520.00 | 53.94 | |
| Ishares Tr Expanded Tech (IGV) | 0.0 | $28k | 260.00 | 105.69 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $28k | 58.00 | 473.31 | |
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $27k | 250.00 | 109.31 | |
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $27k | 541.00 | 50.50 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $27k | 875.00 | 30.96 | |
| Iron Mountain (IRM) | 0.0 | $27k | 325.00 | 82.95 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $26k | 162.00 | 162.64 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $26k | 135.00 | 190.99 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $26k | 291.00 | 88.49 | |
| Vici Pptys (VICI) | 0.0 | $25k | 900.00 | 28.12 | |
| Amplify Etf Tr Blockchain Techn (BLOK) | 0.0 | $25k | 442.00 | 56.91 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $24k | 175.00 | 136.94 | |
| Goldman Sachs (GS) | 0.0 | $24k | 27.00 | 879.00 | |
| Republic Services (RSG) | 0.0 | $24k | 111.00 | 211.94 | |
| FedEx Corporation (FDX) | 0.0 | $23k | 80.00 | 288.86 | |
| Anthem (ELV) | 0.0 | $23k | 66.00 | 348.89 | |
| Shell Spon Ads (SHEL) | 0.0 | $22k | 300.00 | 73.48 | |
| Apollo Global Mgmt (APO) | 0.0 | $22k | 151.00 | 144.76 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $22k | 465.00 | 46.92 | |
| Daktronics (DAKT) | 0.0 | $22k | 1.1k | 19.77 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $22k | 150.00 | 143.97 | |
| Quanta Services (PWR) | 0.0 | $21k | 50.00 | 422.06 | |
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $21k | 400.00 | 52.72 | |
| Ingles Mkts Cl A (IMKTA) | 0.0 | $21k | 300.00 | 68.55 | |
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.0 | $20k | 311.00 | 65.55 | |
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $20k | 440.00 | 46.29 | |
| Pfizer (PFE) | 0.0 | $20k | 811.00 | 24.91 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $20k | 401.00 | 49.90 | |
| Constellation Energy (CEG) | 0.0 | $20k | 56.00 | 353.29 | |
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.0 | $20k | 400.00 | 49.19 | |
| Solstice Advanced Matls Com Shs | 0.0 | $19k | 400.00 | 48.58 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $19k | 96.00 | 198.62 | |
| EOG Resources (EOG) | 0.0 | $19k | 180.00 | 105.01 | |
| Green Brick Partners (GRBK) | 0.0 | $19k | 300.00 | 62.66 | |
| Kroger (KR) | 0.0 | $19k | 300.00 | 62.48 | |
| Sofi Technologies (SOFI) | 0.0 | $18k | 701.00 | 26.18 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $18k | 49.00 | 373.45 | |
| Carrier Global Corporation (CARR) | 0.0 | $18k | 341.00 | 52.84 | |
| Lennar Corp Cl A (LEN) | 0.0 | $18k | 175.00 | 102.80 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $18k | 185.00 | 97.05 | |
| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.0 | $18k | 197.00 | 90.08 | |
| BP Sponsored Adr (BP) | 0.0 | $17k | 500.00 | 34.73 | |
| L3harris Technologies (LHX) | 0.0 | $17k | 59.00 | 293.58 | |
| Home BancShares (HOMB) | 0.0 | $17k | 620.00 | 27.78 | |
| Ralliant Corp (RAL) | 0.0 | $17k | 333.00 | 50.91 | |
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $17k | 461.00 | 36.06 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $17k | 103.00 | 160.97 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $16k | 363.00 | 45.21 | |
| Autodesk (ADSK) | 0.0 | $16k | 55.00 | 296.02 | |
| AECOM Technology Corporation (ACM) | 0.0 | $16k | 170.00 | 95.34 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $16k | 351.00 | 46.12 | |
| Uber Technologies (UBER) | 0.0 | $16k | 191.00 | 81.71 | |
| Schwab Strategic Tr Core Bond Etf (SCCR) | 0.0 | $15k | 594.00 | 25.85 | |
| Hf Sinclair Corp (DINO) | 0.0 | $15k | 331.00 | 46.04 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $14k | 25.00 | 566.36 | |
| Snowflake Com Shs (SNOW) | 0.0 | $14k | 64.00 | 219.38 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $14k | 208.00 | 67.22 | |
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.0 | $14k | 541.00 | 25.81 | |
| General Mills (GIS) | 0.0 | $14k | 300.00 | 46.50 | |
| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $14k | 305.00 | 44.15 | |
| Simon Property (SPG) | 0.0 | $13k | 72.00 | 185.11 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $13k | 288.00 | 46.04 | |
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.0 | $13k | 170.00 | 77.90 | |
| Synchrony Financial (SYF) | 0.0 | $13k | 156.00 | 83.44 | |
| Cameco Corporation (CCJ) | 0.0 | $13k | 140.00 | 91.49 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $13k | 32.00 | 397.66 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $13k | 47.00 | 268.32 | |
| Schwab Strategic Tr Mortgage Backed (SMBS) | 0.0 | $13k | 486.00 | 25.68 | |
| Reddit Cl A (RDDT) | 0.0 | $12k | 53.00 | 229.89 | |
| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $12k | 410.00 | 28.53 | |
| DaVita (DVA) | 0.0 | $11k | 100.00 | 113.61 | |
| Southstate Bk Corp (SSB) | 0.0 | $11k | 120.00 | 94.12 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $11k | 193.00 | 58.12 | |
| Verisk Analytics (VRSK) | 0.0 | $11k | 50.00 | 223.70 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $11k | 458.00 | 24.02 | |
| UnitedHealth (UNH) | 0.0 | $11k | 33.00 | 330.12 | |
| Cigna Corp (CI) | 0.0 | $11k | 39.00 | 275.23 | |
| Edison International (EIX) | 0.0 | $11k | 175.00 | 60.02 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $10k | 447.00 | 23.03 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $10k | 119.00 | 85.65 | |
| Royal Gold (RGLD) | 0.0 | $10k | 45.00 | 221.93 | |
| Ameren Corporation (AEE) | 0.0 | $10k | 100.00 | 99.86 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $9.7k | 47.00 | 207.30 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $9.6k | 306.00 | 31.51 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $9.5k | 34.00 | 279.15 | |
| TowneBank (TOWN) | 0.0 | $9.4k | 283.00 | 33.37 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $9.2k | 77.00 | 119.75 | |
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.0 | $9.1k | 126.00 | 72.02 | |
| Prologis (PLD) | 0.0 | $9.1k | 71.00 | 127.66 | |
| salesforce (CRM) | 0.0 | $9.0k | 34.00 | 264.91 | |
| American Water Works (AWK) | 0.0 | $9.0k | 69.00 | 130.51 | |
| Crown Castle Intl (CCI) | 0.0 | $8.9k | 100.00 | 88.87 | |
| Tc Energy Corp (TRP) | 0.0 | $8.6k | 156.00 | 55.01 | |
| Cornerstone Strategic Value (CLM) | 0.0 | $8.4k | 1.0k | 8.36 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $8.2k | 200.00 | 41.12 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $8.1k | 86.00 | 93.98 | |
| Doordash Cl A (DASH) | 0.0 | $7.9k | 35.00 | 226.49 | |
| Huntington Ingalls Inds (HII) | 0.0 | $7.8k | 23.00 | 340.09 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $7.6k | 42.00 | 181.21 | |
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $7.6k | 112.00 | 67.44 | |
| Stag Industrial (STAG) | 0.0 | $7.4k | 200.00 | 36.76 | |
| Essential Utils (WTRG) | 0.0 | $7.2k | 188.00 | 38.36 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $7.2k | 160.00 | 44.88 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $7.1k | 91.00 | 77.89 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $7.1k | 129.00 | 54.80 | |
| Newmont Mining Corporation (NEM) | 0.0 | $7.0k | 70.00 | 99.86 | |
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $6.9k | 151.00 | 45.70 | |
| Northern Trust Corporation (NTRS) | 0.0 | $6.8k | 50.00 | 136.60 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $6.8k | 50.00 | 135.72 | |
| Janus Detroit Str Tr Henderson Securi (JSI) | 0.0 | $6.8k | 130.00 | 52.06 | |
| Fiserv (FI) | 0.0 | $6.7k | 100.00 | 67.17 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $6.7k | 35.00 | 191.57 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $6.6k | 21.00 | 314.81 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $6.5k | 30.00 | 217.07 | |
| Dollar General (DG) | 0.0 | $6.4k | 48.00 | 132.77 | |
| Dell Technologies CL C (DELL) | 0.0 | $6.3k | 50.00 | 125.88 | |
| Metropcs Communications (TMUS) | 0.0 | $6.1k | 30.00 | 203.07 | |
| Caesars Entertainment (CZR) | 0.0 | $5.8k | 250.00 | 23.39 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $5.8k | 540.00 | 10.72 | |
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $5.7k | 300.00 | 19.13 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $5.7k | 108.00 | 52.44 | |
| M&T Bank Corporation (MTB) | 0.0 | $5.6k | 28.00 | 201.50 | |
| Cadence Design Systems (CDNS) | 0.0 | $5.6k | 18.00 | 312.61 | |
| Cummins (CMI) | 0.0 | $5.6k | 11.00 | 510.45 | |
| Capital One Financial (COF) | 0.0 | $5.6k | 23.00 | 242.39 | |
| Campbell Soup Company (CPB) | 0.0 | $5.6k | 200.00 | 27.87 | |
| Ameriprise Financial (AMP) | 0.0 | $5.4k | 11.00 | 490.36 | |
| Target Corporation (TGT) | 0.0 | $5.4k | 55.00 | 97.76 | |
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.0 | $5.3k | 144.00 | 36.83 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $5.2k | 16.00 | 323.06 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $5.0k | 111.00 | 45.45 | |
| Consolidated Edison (ED) | 0.0 | $5.0k | 50.00 | 99.32 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $4.9k | 185.00 | 26.32 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $4.9k | 104.00 | 46.82 | |
| FirstEnergy (FE) | 0.0 | $4.8k | 108.00 | 44.78 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $4.7k | 7.00 | 673.86 | |
| Evergy (EVRG) | 0.0 | $4.7k | 65.00 | 72.49 | |
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.0 | $4.4k | 62.00 | 71.73 | |
| Sempra Energy (SRE) | 0.0 | $4.4k | 50.00 | 88.30 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $4.3k | 15.00 | 287.27 | |
| Pjt Partners Com Cl A (PJT) | 0.0 | $4.2k | 25.00 | 167.20 | |
| Kraft Heinz (KHC) | 0.0 | $4.1k | 170.00 | 24.25 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $4.1k | 155.00 | 26.56 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $4.0k | 25.00 | 161.64 | |
| Air Products & Chemicals (APD) | 0.0 | $4.0k | 16.00 | 247.06 | |
| CRH Ord (CRH) | 0.0 | $3.9k | 31.00 | 124.81 | |
| Palo Alto Networks (PANW) | 0.0 | $3.9k | 21.00 | 184.24 | |
| Servicenow (NOW) | 0.0 | $3.8k | 25.00 | 153.20 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $3.7k | 31.00 | 120.19 | |
| Kla Corp Com New (KLAC) | 0.0 | $3.6k | 3.00 | 1215.33 | |
| Fs Specialty Lending Com Sh Ben Int | 0.0 | $3.6k | 252.00 | 14.14 | |
| Millrose Pptys Com Cl A (MRP) | 0.0 | $3.6k | 119.00 | 29.87 | |
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $3.5k | 200.00 | 17.67 | |
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $3.5k | 58.00 | 60.81 | |
| Diageo Spon Adr New (DEO) | 0.0 | $3.4k | 39.00 | 86.28 | |
| Domino's Pizza (DPZ) | 0.0 | $3.3k | 8.00 | 416.88 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 0.0 | $3.2k | 115.00 | 28.22 | |
| Ban (TBBK) | 0.0 | $3.2k | 48.00 | 67.52 | |
| Amentum Holdings (AMTM) | 0.0 | $3.1k | 106.00 | 29.00 | |
| EQT Corporation (EQT) | 0.0 | $3.1k | 57.00 | 53.61 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $3.1k | 100.00 | 30.54 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $3.0k | 60.00 | 50.80 | |
| Genuine Parts Company (GPC) | 0.0 | $3.0k | 24.00 | 123.00 | |
| Chewy Cl A (CHWY) | 0.0 | $2.9k | 88.00 | 33.06 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $2.9k | 5.00 | 580.80 | |
| Viatris (VTRS) | 0.0 | $2.9k | 232.00 | 12.45 | |
| J P Morgan Exchange Traded F Internl Gwt (JIG) | 0.0 | $2.9k | 39.00 | 73.36 | |
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $2.8k | 110.00 | 25.83 | |
| Kenvue (KVUE) | 0.0 | $2.8k | 160.00 | 17.25 | |
| Cleveland-cliffs (CLF) | 0.0 | $2.7k | 200.00 | 13.28 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $2.6k | 16.00 | 163.38 | |
| Dupont De Nemours (DD) | 0.0 | $2.6k | 65.00 | 40.20 | |
| Qnity Electronics Common Stock | 0.0 | $2.6k | 32.00 | 81.66 | |
| Civitas Resources Com New (CIVI) | 0.0 | $2.6k | 95.00 | 27.09 | |
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.0 | $2.5k | 96.00 | 26.25 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $2.5k | 22.00 | 113.95 | |
| Bce Com New (BCE) | 0.0 | $2.3k | 95.00 | 23.82 | |
| Universal Corporation (UVV) | 0.0 | $2.2k | 42.00 | 52.29 | |
| Teradyne (TER) | 0.0 | $2.1k | 11.00 | 193.64 | |
| Blackberry (BB) | 0.0 | $2.1k | 550.00 | 3.79 | |
| Cdw (CDW) | 0.0 | $2.1k | 15.00 | 138.33 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $1.9k | 75.00 | 25.60 | |
| Magnum Ice Cream Co Nv Ord Shs | 0.0 | $1.9k | 120.00 | 15.85 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $1.9k | 158.00 | 11.89 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $1.7k | 21.00 | 82.52 | |
| Corteva (CTVA) | 0.0 | $1.7k | 25.00 | 67.04 | |
| Constellation Brands Cl A (STZ) | 0.0 | $1.7k | 12.00 | 138.00 | |
| Annaly Capital Management In Com New (NLY) | 0.0 | $1.6k | 72.00 | 22.36 | |
| CVS Caremark Corporation (CVS) | 0.0 | $1.6k | 20.00 | 79.40 | |
| Vera Bradley (VRA) | 0.0 | $1.6k | 650.00 | 2.42 | |
| Bwx Technologies (BWXT) | 0.0 | $1.6k | 9.00 | 172.89 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $1.6k | 6.00 | 258.83 | |
| Tko Group Holdings Cl A (TKO) | 0.0 | $1.5k | 7.00 | 209.00 | |
| Cloudflare Cl A Com (NET) | 0.0 | $1.4k | 7.00 | 197.29 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $1.4k | 6.00 | 226.17 | |
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $1.3k | 30.00 | 44.57 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $1.1k | 44.00 | 26.07 | |
| Oklo Com Cl A (OKLO) | 0.0 | $1.1k | 15.00 | 71.80 | |
| NET Lease Office Properties (NLOP) | 0.0 | $1.0k | 40.00 | 25.80 | |
| Thornburg Etf Tr Core Plus Bd Etf (TPLS) | 0.0 | $968.000600 | 38.00 | 25.47 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $956.000000 | 8.00 | 119.50 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $928.999800 | 6.00 | 154.83 | |
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $869.000000 | 10.00 | 86.90 | |
| South Bow Corp (SOBO) | 0.0 | $852.000900 | 31.00 | 27.48 | |
| Dow (DOW) | 0.0 | $607.999600 | 26.00 | 23.38 | |
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $534.000000 | 5.00 | 106.80 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $497.000400 | 12.00 | 41.42 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $445.000500 | 15.00 | 29.67 | |
| Atlanta Braves Hldgs Com Ser A (BATRA) | 0.0 | $425.000000 | 10.00 | 42.50 | |
| Expand Energy Corporation *w Exp 02/09/202 (EXEEL) | 0.0 | $399.000000 | 4.00 | 99.75 | |
| Spdr Series Trust State Street Spd (SPLG) | 0.0 | $240.999900 | 3.00 | 80.33 | |
| Tempus Ai Cl A (TEM) | 0.0 | $237.000000 | 4.00 | 59.25 | |
| Chesapeake Energy Corp (EXE) | 0.0 | $221.000000 | 2.00 | 110.50 | |
| Exelon Corporation (EXC) | 0.0 | $218.000000 | 5.00 | 43.60 | |
| Beeline Holdings Com New (BLNE) | 0.0 | $172.000000 | 100.00 | 1.72 | |
| Vistra Energy (VST) | 0.0 | $162.000000 | 1.00 | 162.00 | |
| American Airls (AAL) | 0.0 | $154.000000 | 10.00 | 15.40 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $150.999900 | 3.00 | 50.33 | |
| Super Micro Computer Com New (SMCI) | 0.0 | $147.000000 | 5.00 | 29.40 | |
| Loews Corporation (L) | 0.0 | $106.000000 | 1.00 | 106.00 | |
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $77.000000 | 1.00 | 77.00 | |
| Skillz Com Cl A (SKLZ) | 0.0 | $44.000000 | 10.00 | 4.40 | |
| Beyond Air Com New (XAIR) | 0.0 | $37.000000 | 50.00 | 0.74 | |
| Global X Fds Globx Supdv Us (DIV) | 0.0 | $15.000000 | 1.00 | 15.00 | |
| Organon & Co Common Stock (OGN) | 0.0 | $8.000000 | 1.00 | 8.00 | |
| Bonk Ord | 0.0 | $6.000000 | 2.00 | 3.00 | |
| Healthy Choice Wellness Corp Cl A (HCWC) | 0.0 | $1.000000 | 1.00 | 1.00 |