Golden State Equity Partners

Golden State Equity Partners as of June 30, 2025

Portfolio Holdings for Golden State Equity Partners

Golden State Equity Partners holds 434 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
NVIDIA Corporation (NVDA) 6.1 $33M 208k 157.99
Apple (AAPL) 3.9 $21M 103k 205.17
Microsoft Corporation (MSFT) 3.7 $20M 40k 497.42
Amazon (AMZN) 2.3 $13M 58k 219.39
Broadcom (AVGO) 1.7 $9.4M 34k 275.65
JPMorgan Chase & Co. (JPM) 1.7 $9.4M 32k 289.91
Alphabet Cap Stk Cl A (GOOGL) 1.7 $9.2M 53k 176.23
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $8.3M 84k 99.20
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.4 $7.5M 90k 83.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $6.7M 14k 485.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $6.5M 12k 551.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $6.2M 11k 568.03
salesforce (CRM) 1.1 $6.1M 23k 272.69
Netflix (NFLX) 1.1 $5.8M 4.3k 1339.13
Meta Platforms Cl A (META) 1.0 $5.4M 7.3k 738.13
Harbor Etf Trust Long Term Grower (WINN) 1.0 $5.2M 179k 29.12
Raytheon Technologies Corp (RTX) 0.9 $4.8M 33k 146.02
Wal-Mart Stores (WMT) 0.9 $4.7M 48k 97.78
Ishares Tr Core S&p500 Etf (IVV) 0.8 $4.6M 7.4k 620.89
Tesla Motors (TSLA) 0.8 $4.6M 14k 317.66
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.8 $4.5M 128k 35.28
Visa Com Cl A (V) 0.8 $4.3M 12k 355.04
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $3.9M 85k 45.76
Costco Wholesale Corporation (COST) 0.7 $3.8M 3.9k 990.02
Abbvie (ABBV) 0.7 $3.8M 20k 185.62
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.7 $3.6M 85k 42.55
International Business Machines (IBM) 0.6 $3.5M 12k 294.78
Home Depot (HD) 0.6 $3.5M 9.4k 366.63
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $3.4M 41k 82.86
Bank of America Corporation (BAC) 0.6 $3.3M 69k 47.32
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV) 0.6 $3.2M 81k 39.91
McDonald's Corporation (MCD) 0.6 $3.0M 10k 292.17
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.6 $3.0M 30k 100.69
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.5 $3.0M 59k 50.75
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.5 $2.9M 61k 47.85
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.5 $2.8M 64k 43.89
Exxon Mobil Corporation (XOM) 0.5 $2.7M 26k 107.80
Wells Fargo & Company (WFC) 0.5 $2.7M 34k 80.12
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.5 $2.7M 63k 43.62
Johnson & Johnson (JNJ) 0.5 $2.7M 18k 152.75
Chevron Corporation (CVX) 0.5 $2.7M 19k 143.19
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $2.6M 19k 138.68
Palantir Technologies Cl A (PLTR) 0.5 $2.5M 18k 136.32
PIMCO Corporate Opportunity Fund (PTY) 0.5 $2.4M 176k 13.91
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.4 $2.4M 26k 93.95
Eli Lilly & Co. (LLY) 0.4 $2.4M 3.1k 779.65
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $2.3M 45k 51.02
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $2.3M 29k 78.70
Ishares Tr Core Total Usd (IUSB) 0.4 $2.3M 49k 46.23
Cheniere Energy Com New (LNG) 0.4 $2.2M 9.0k 243.52
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.4 $2.2M 136k 15.91
Qualcomm (QCOM) 0.4 $2.2M 14k 159.26
Wisdomtree Tr Intl Qulty Div (IQDG) 0.4 $2.1M 54k 39.64
Merck & Co (MRK) 0.4 $2.1M 27k 79.16
Vanguard Index Fds Growth Etf (VUG) 0.4 $2.1M 4.8k 438.40
Antero Res (AR) 0.4 $2.1M 52k 40.28
Cisco Systems (CSCO) 0.4 $1.9M 28k 69.38
AeroVironment (AVAV) 0.4 $1.9M 6.7k 284.95
Doubleline Income Solutions (DSL) 0.3 $1.9M 153k 12.24
Morgan Stanley Com New (MS) 0.3 $1.9M 13k 140.86
Citigroup Com New (C) 0.3 $1.8M 22k 85.12
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $1.8M 36k 50.68
Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $1.8M 36k 50.30
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $1.8M 4.1k 440.68
Blackrock (BLK) 0.3 $1.8M 1.7k 1049.31
Ssga Active Etf Tr Globl Allo Etf (GAL) 0.3 $1.7M 37k 47.00
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $1.7M 19k 92.62
At&t (T) 0.3 $1.7M 59k 28.94
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $1.7M 41k 41.59
Verizon Communications (VZ) 0.3 $1.7M 39k 43.27
Texas Instruments Incorporated (TXN) 0.3 $1.7M 8.1k 207.62
Coca-Cola Company (KO) 0.3 $1.7M 23k 70.75
Nextera Energy (NEE) 0.3 $1.6M 24k 69.42
Amgen (AMGN) 0.3 $1.6M 5.9k 279.21
Ishares Tr Broad Usd High (USHY) 0.3 $1.6M 43k 37.51
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $1.6M 42k 37.96
Caterpillar (CAT) 0.3 $1.6M 4.0k 388.18
Oracle Corporation (ORCL) 0.3 $1.6M 7.1k 218.61
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.5M 17k 93.87
Metropcs Communications (TMUS) 0.3 $1.5M 6.5k 238.27
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $1.5M 13k 119.09
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $1.5M 15k 100.70
New York Life Investments Et Nyli Candriam In (IQSI) 0.3 $1.5M 46k 33.20
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $1.5M 15k 94.63
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.4M 49k 29.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.4M 53k 26.50
Simon Property (SPG) 0.3 $1.4M 8.6k 160.77
Enterprise Products Partners (EPD) 0.3 $1.4M 44k 31.01
Procter & Gamble Company (PG) 0.3 $1.4M 8.5k 159.32
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.4M 4.9k 276.93
Proshares Tr Ultrpro S&p500 (UPRO) 0.2 $1.3M 15k 91.44
Kkr & Co (KKR) 0.2 $1.3M 10k 133.03
ConocoPhillips (COP) 0.2 $1.3M 15k 89.74
General Dynamics Corporation (GD) 0.2 $1.3M 4.5k 291.66
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $1.3M 22k 59.87
Goldman Sachs (GS) 0.2 $1.3M 1.8k 707.85
Realty Income (O) 0.2 $1.3M 23k 57.61
Advanced Micro Devices (AMD) 0.2 $1.3M 9.2k 141.89
Lockheed Martin Corporation (LMT) 0.2 $1.3M 2.8k 463.07
3M Company (MMM) 0.2 $1.3M 8.5k 152.23
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.3M 5.6k 226.49
Spdr Series Trust Portfolio S&p500 (SPLG) 0.2 $1.2M 17k 72.69
Thermo Fisher Scientific (TMO) 0.2 $1.2M 3.0k 405.46
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.2M 2.9k 424.59
Charles Schwab Corporation (SCHW) 0.2 $1.2M 13k 91.24
Proshares Tr Sp500 Ex Tech (SPXT) 0.2 $1.2M 13k 95.83
Caretrust Reit (CTRE) 0.2 $1.2M 39k 30.60
Select Sector Spdr Tr Energy (XLE) 0.2 $1.2M 14k 84.81
Crowdstrike Hldgs Cl A (CRWD) 0.2 $1.2M 2.3k 509.31
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.2M 6.6k 177.39
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $1.2M 23k 50.76
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.2 $1.2M 18k 66.28
Ishares Gold Tr Ishares New (IAU) 0.2 $1.2M 19k 62.36
Abbott Laboratories (ABT) 0.2 $1.1M 8.4k 136.01
Paychex (PAYX) 0.2 $1.1M 7.9k 145.46
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV) 0.2 $1.1M 32k 34.95
Mastercard Incorporated Cl A (MA) 0.2 $1.1M 2.0k 562.05
Honeywell International (HON) 0.2 $1.1M 4.8k 232.86
Vanguard Index Fds Value Etf (VTV) 0.2 $1.1M 6.3k 176.74
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.2 $1.1M 30k 37.21
Servicenow (NOW) 0.2 $1.1M 1.1k 1028.08
Linde SHS (LIN) 0.2 $1.1M 2.3k 469.19
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.1M 10k 109.29
Sempra Energy (SRE) 0.2 $1.1M 14k 75.77
Chubb (CB) 0.2 $1.1M 3.7k 289.75
Cme (CME) 0.2 $1.1M 3.9k 275.62
Coinbase Global Com Cl A (COIN) 0.2 $1.1M 3.1k 350.49
S&p Global (SPGI) 0.2 $1.1M 2.0k 527.31
Ishares Tr Invt Grd Corp Bd (LQDW) 0.2 $1.1M 42k 25.52
Boston Scientific Corporation (BSX) 0.2 $1.1M 9.8k 107.41
Union Pacific Corporation (UNP) 0.2 $1.1M 4.6k 230.09
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $1.0M 11k 95.77
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $1.0M 3.7k 278.90
Novo-nordisk A S Adr (NVO) 0.2 $1.0M 15k 69.02
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.2 $1.0M 21k 50.56
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.0M 12k 83.48
Palo Alto Networks (PANW) 0.2 $1.0M 4.9k 204.64
Mirum Pharmaceuticals (MIRM) 0.2 $986k 19k 50.89
TJX Companies (TJX) 0.2 $983k 8.0k 123.48
Lowe's Companies (LOW) 0.2 $981k 4.4k 221.85
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $979k 5.4k 181.74
Pepsi (PEP) 0.2 $955k 7.2k 132.04
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.2 $953k 21k 45.05
Apollo Global Mgmt (APO) 0.2 $951k 6.7k 141.87
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $951k 19k 49.64
Leidos Holdings (LDOS) 0.2 $948k 6.0k 157.76
Select Sector Spdr Tr Technology (XLK) 0.2 $946k 3.7k 253.23
Uber Technologies (UBER) 0.2 $932k 10k 93.30
Proshares Tr Ultrpro Dow30 (UDOW) 0.2 $931k 9.9k 94.42
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $918k 15k 62.02
Boeing Company (BA) 0.2 $917k 4.4k 209.53
Two Hbrs Invt Corp (TWO) 0.2 $915k 85k 10.77
Consolidated Edison (ED) 0.2 $914k 9.1k 100.35
Kenvue (KVUE) 0.2 $906k 43k 20.93
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT) 0.2 $872k 54k 16.06
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $872k 11k 80.65
Ishares Tr Ibonds 2026 Term (IBHF) 0.2 $867k 37k 23.23
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $865k 9.8k 88.25
Pan American Silver Corp Can (PAAS) 0.2 $852k 30k 28.40
Asml Holding N V N Y Registry Shs (ASML) 0.2 $849k 1.1k 801.57
Globe Life (GL) 0.2 $838k 6.7k 124.29
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.2 $838k 20k 41.33
Unilever Spon Adr New (UL) 0.2 $838k 14k 61.17
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $823k 4.8k 173.20
Public Service Enterprise (PEG) 0.2 $823k 9.8k 84.18
Old Republic International Corporation (ORI) 0.1 $796k 21k 38.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $796k 2.6k 303.95
Starwood Property Trust (STWD) 0.1 $791k 39k 20.07
Darden Restaurants (DRI) 0.1 $784k 3.6k 217.97
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $784k 17k 47.56
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $782k 15k 53.29
Spdr Series Trust Bloomberg Intl T (BWX) 0.1 $778k 33k 23.49
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $777k 9.2k 84.83
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $774k 3.2k 240.32
Tpg Re Finance Trust Inc reit (TRTX) 0.1 $774k 100k 7.72
Kimberly-Clark Corporation (KMB) 0.1 $770k 6.0k 128.92
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $767k 10k 75.90
Liberty All Star Equity Sh Ben Int (USA) 0.1 $755k 111k 6.81
Williams Companies (WMB) 0.1 $752k 12k 62.81
O'reilly Automotive (ORLY) 0.1 $744k 8.3k 90.13
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $742k 15k 49.03
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $739k 35k 20.92
Southern Company (SO) 0.1 $730k 8.0k 91.83
Oneok (OKE) 0.1 $728k 8.9k 81.63
Philip Morris International (PM) 0.1 $728k 4.0k 182.13
Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $727k 15k 50.20
Ge Vernova (GEV) 0.1 $726k 1.4k 529.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $725k 1.2k 617.82
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $720k 13k 57.01
Duke Energy Corp Com New (DUK) 0.1 $715k 6.1k 118.00
Walt Disney Company (DIS) 0.1 $705k 5.7k 124.02
Spdr Series Trust Portfolio Agrgte (SPAB) 0.1 $703k 28k 25.60
Pfizer (PFE) 0.1 $698k 29k 24.24
Altria (MO) 0.1 $697k 12k 58.63
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $696k 8.4k 82.92
Cummins (CMI) 0.1 $686k 2.1k 327.50
Intuitive Surgical Com New (ISRG) 0.1 $686k 1.3k 543.41
Comcast Corp Cl A (CMCSA) 0.1 $686k 19k 35.69
Allstate Corporation (ALL) 0.1 $684k 3.4k 201.31
McKesson Corporation (MCK) 0.1 $680k 928.00 732.78
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $668k 7.3k 91.97
Watsco, Incorporated (WSO) 0.1 $663k 1.5k 441.62
Freeport-mcmoran CL B (FCX) 0.1 $662k 15k 43.35
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $658k 13k 51.44
Owl Rock Capital Corporation (OBDC) 0.1 $654k 46k 14.34
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $652k 9.0k 72.82
Iron Mountain (IRM) 0.1 $651k 6.3k 102.57
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $650k 3.3k 195.42
UnitedHealth (UNH) 0.1 $648k 2.1k 312.04
Snap-on Incorporated (SNA) 0.1 $647k 2.1k 311.18
Northrop Grumman Corporation (NOC) 0.1 $645k 1.3k 499.98
Calamos Etf Tr Nasdaq Equity (CANQ) 0.1 $641k 22k 28.87
Ishares Tr Tips Bd Etf (TIP) 0.1 $634k 5.8k 110.05
Ecolab (ECL) 0.1 $634k 2.4k 269.47
Vanguard World Inf Tech Etf (VGT) 0.1 $630k 950.00 663.09
The Trade Desk Com Cl A (TTD) 0.1 $626k 8.7k 71.99
Guggenheim Active Alloc Common Stock (GUG) 0.1 $621k 40k 15.64
Capital One Financial (COF) 0.1 $621k 2.9k 212.79
Brown & Brown (BRO) 0.1 $619k 5.6k 110.88
Wisdomtree Tr India Erngs Fd (EPI) 0.1 $618k 13k 47.47
Lamar Advertising Cl A (LAMR) 0.1 $612k 5.0k 121.36
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $610k 12k 49.20
Accenture Plc Ireland Shs Class A (ACN) 0.1 $595k 2.0k 298.89
Pacer Fds Tr Trendpilot 100 (PTNQ) 0.1 $593k 8.3k 71.37
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $589k 8.0k 73.63
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $589k 21k 28.12
Cintas Corporation (CTAS) 0.1 $583k 2.6k 222.87
Workday Cl A (WDAY) 0.1 $582k 2.4k 240.00
United Rentals (URI) 0.1 $579k 769.00 753.41
Sap Se Spon Adr (SAP) 0.1 $579k 1.9k 304.10
Motorola Solutions Com New (MSI) 0.1 $578k 1.4k 420.46
Ishares Tr Rus 1000 Etf (IWB) 0.1 $570k 1.7k 339.57
Global X Fds Adaptive Us (AUSF) 0.1 $568k 13k 44.70
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.1 $560k 12k 46.55
Gabelli Equity Trust (GAB) 0.1 $558k 96k 5.82
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $557k 6.3k 89.06
Kratos Defense & Sec Solutio Com New (KTOS) 0.1 $555k 12k 46.45
Keurig Dr Pepper (KDP) 0.1 $549k 17k 33.06
Automatic Data Processing (ADP) 0.1 $540k 1.8k 308.40
Air Products & Chemicals (APD) 0.1 $515k 1.8k 282.06
Agree Realty Corporation (ADC) 0.1 $513k 7.0k 73.06
AmerisourceBergen (COR) 0.1 $513k 1.7k 299.87
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $512k 1.8k 279.83
Adobe Systems Incorporated (ADBE) 0.1 $507k 1.3k 386.88
Lennar Corp Cl A (LEN) 0.1 $507k 4.6k 110.62
Golub Capital BDC (GBDC) 0.1 $506k 35k 14.65
Kinder Morgan (KMI) 0.1 $493k 17k 29.40
Astrazeneca Sponsored Adr (AZN) 0.1 $492k 7.0k 69.88
Cardinal Health (CAH) 0.1 $485k 2.9k 168.00
Kla Corp Com New (KLAC) 0.1 $481k 537.00 895.74
Extra Space Storage (EXR) 0.1 $478k 3.2k 147.44
Anthem (ELV) 0.1 $477k 1.2k 388.97
Analog Devices (ADI) 0.1 $475k 2.0k 238.02
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $475k 21k 22.98
Chipotle Mexican Grill (CMG) 0.1 $473k 8.4k 56.15
Mondelez Intl Cl A (MDLZ) 0.1 $473k 7.0k 67.44
American Intl Group Com New (AIG) 0.1 $471k 5.5k 85.59
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $461k 16k 28.95
Cincinnati Financial Corporation (CINF) 0.1 $460k 3.1k 148.93
Regeneron Pharmaceuticals (REGN) 0.1 $459k 875.00 525.00
Super Micro Computer Com New (SMCI) 0.1 $458k 9.4k 49.01
Crown Castle Intl (CCI) 0.1 $457k 4.4k 102.73
Main Street Capital Corporation (MAIN) 0.1 $454k 7.7k 59.10
Pgim Etf Tr Total Return Bon (PTRB) 0.1 $452k 11k 41.83
Genuine Parts Company (GPC) 0.1 $442k 3.6k 121.31
Johnson Ctls Intl SHS (JCI) 0.1 $442k 4.2k 105.62
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $441k 8.6k 51.36
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.1 $440k 19k 23.85
Atmos Energy Corporation (ATO) 0.1 $440k 2.9k 154.10
Hilton Worldwide Holdings (HLT) 0.1 $432k 1.6k 266.34
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $431k 13k 33.21
Ishares Tr Us Sml Cap Eqt (SMLF) 0.1 $427k 6.3k 67.95
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $424k 7.2k 58.78
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.1 $418k 4.0k 104.50
Gap (GAP) 0.1 $417k 19k 21.81
Ishares Tr Hdg Msci Japan (HEWJ) 0.1 $416k 9.3k 44.79
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $414k 7.2k 57.78
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.1 $411k 4.5k 91.73
Sterling Construction Company (STRL) 0.1 $410k 1.8k 230.73
Hologic (HOLX) 0.1 $410k 6.3k 65.16
Proshares Tr S&p Tech Dividen (TDV) 0.1 $408k 4.9k 83.20
Essex Property Trust (ESS) 0.1 $406k 1.4k 283.45
Ishares Core Msci Emkt (IEMG) 0.1 $400k 6.7k 60.03
AFLAC Incorporated (AFL) 0.1 $396k 3.8k 105.45
Redwood Trust (RWT) 0.1 $394k 67k 5.91
Ishares Tr Faln Angls Usd (FALN) 0.1 $393k 15k 27.14
Ishares Tr High Yld Corp Bd (HYGW) 0.1 $392k 13k 30.61
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.1 $390k 1.7k 229.30
Danaher Corporation (DHR) 0.1 $387k 2.0k 197.54
Wec Energy Group (WEC) 0.1 $383k 3.7k 104.20
Travelers Companies (TRV) 0.1 $382k 1.4k 267.54
Digital Realty Trust (DLR) 0.1 $380k 2.2k 174.33
C H Robinson Worldwide Com New (CHRW) 0.1 $379k 3.9k 95.95
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $379k 2.6k 144.33
AvalonBay Communities (AVB) 0.1 $378k 1.9k 203.50
Eaton Corp SHS (ETN) 0.1 $377k 1.1k 356.99
American Express Company (AXP) 0.1 $371k 1.2k 319.06
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $369k 4.4k 82.99
Enbridge (ENB) 0.1 $368k 8.1k 45.32
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $367k 5.9k 62.74
Agnico (AEM) 0.1 $366k 3.1k 118.93
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $366k 8.6k 42.36
Huntington Bancshares Incorporated (HBAN) 0.1 $366k 22k 16.76
United Sts Oil Units (USO) 0.1 $361k 4.9k 73.11
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $360k 5.9k 61.21
Ishares Tr U.s. Tech Etf (IYW) 0.1 $359k 2.1k 173.31
Roper Industries (ROP) 0.1 $358k 632.00 566.84
Fs Kkr Capital Corp (FSK) 0.1 $356k 17k 20.75
Canadian Pacific Kansas City (CP) 0.1 $356k 4.5k 79.27
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $356k 12k 29.84
PPL Corporation (PPL) 0.1 $356k 11k 33.89
Coca-cola Europacific Partne SHS (CCEP) 0.1 $354k 3.8k 92.71
Vaneck Etf Trust Green Bond Etf (GRNB) 0.1 $352k 15k 24.24
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $351k 3.8k 92.18
Spdr Gold Tr Gold Shs (GLD) 0.1 $341k 1.1k 304.83
Welltower Inc Com reit (WELL) 0.1 $340k 2.2k 153.73
Howmet Aerospace (HWM) 0.1 $339k 1.8k 186.13
First Hawaiian (FHB) 0.1 $339k 14k 24.96
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $338k 15k 23.24
Southwest Airlines (LUV) 0.1 $338k 10k 32.44
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $337k 9.8k 34.48
Group 1 Automotive (GPI) 0.1 $335k 767.00 436.71
Ryman Hospitality Pptys (RHP) 0.1 $333k 3.4k 98.67
Becton, Dickinson and (BDX) 0.1 $333k 1.9k 172.25
Ishares Tr 20+ Year Tr Bd (TLTW) 0.1 $332k 14k 23.18
Waste Management (WM) 0.1 $331k 1.4k 228.88
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.1 $329k 4.7k 70.54
Select Sector Spdr Tr Financial (XLF) 0.1 $326k 6.2k 52.37
Prologis (PLD) 0.1 $324k 3.1k 105.10
Fidus Invt (FDUS) 0.1 $318k 16k 20.20
Sherwin-Williams Company (SHW) 0.1 $315k 916.00 343.40
Ge Aerospace Com New (GE) 0.1 $314k 1.2k 257.38
Lululemon Athletica (LULU) 0.1 $310k 1.3k 237.58
Evergy (EVRG) 0.1 $309k 4.5k 68.93
Legg Mason Etf Invt Clearbrideg Lr (LRGE) 0.1 $308k 3.9k 79.31
Ies Hldgs (IESC) 0.1 $304k 1.0k 296.23
Etf Opportunities Trust American Conser (ACVF) 0.1 $303k 6.4k 47.16
FedEx Corporation (FDX) 0.1 $297k 1.3k 227.33
Valero Energy Corporation (VLO) 0.1 $294k 2.2k 134.43
Marriott Intl Cl A (MAR) 0.1 $294k 1.1k 273.27
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $294k 1.2k 238.70
Intercontinental Exchange (ICE) 0.1 $290k 1.6k 183.47
Micron Technology (MU) 0.1 $290k 2.4k 123.23
General Motors Company (GM) 0.1 $287k 5.8k 49.21
BP Sponsored Adr (BP) 0.1 $285k 9.5k 29.93
L3harris Technologies (LHX) 0.1 $283k 1.1k 250.87
Ishares Tr Eafe Value Etf (EFV) 0.1 $281k 4.4k 63.48
MetLife (MET) 0.1 $280k 3.5k 80.42
Corteva (CTVA) 0.1 $279k 3.7k 74.53
Banco Santander Adr (SAN) 0.1 $277k 33k 8.30
Coreweave Com Cl A (CRWV) 0.1 $276k 1.7k 163.06
Pulte (PHM) 0.1 $274k 2.6k 105.46
Spotify Technology S A SHS (SPOT) 0.1 $274k 357.00 767.34
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.1 $273k 11k 24.81
Sanofi Sponsored Adr (SNY) 0.0 $270k 5.6k 48.31
Roku Com Cl A (ROKU) 0.0 $269k 3.1k 87.89
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $268k 1.2k 217.39
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $268k 1.4k 194.20
Columbia Etf Tr I Us Equity Income (EQIN) 0.0 $267k 5.9k 45.04
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $266k 14k 19.43
Arista Networks Com Shs (ANET) 0.0 $265k 2.6k 102.31
Cadence Design Systems (CDNS) 0.0 $265k 860.00 308.15
Deere & Company (DE) 0.0 $263k 517.00 508.20
Arm Holdings Sponsored Ads (ARM) 0.0 $263k 1.6k 161.74
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $259k 4.2k 61.85
Colgate-Palmolive Company (CL) 0.0 $257k 2.8k 90.90
Amphenol Corp Cl A (APH) 0.0 $255k 2.6k 98.75
Ingersoll Rand (IR) 0.0 $254k 3.1k 83.18
Public Storage (PSA) 0.0 $253k 863.00 293.55
Bj's Wholesale Club Holdings (BJ) 0.0 $253k 2.3k 107.83
Icici Bank Adr (IBN) 0.0 $252k 7.5k 33.64
Target Corporation (TGT) 0.0 $251k 2.5k 98.66
Vulcan Materials Company (VMC) 0.0 $251k 962.00 260.82
DTE Energy Company (DTE) 0.0 $250k 1.9k 132.47
American Tower Reit (AMT) 0.0 $248k 1.1k 221.02
Diageo Spon Adr New (DEO) 0.0 $247k 2.5k 100.84
Parker-Hannifin Corporation (PH) 0.0 $245k 351.00 698.25
British Amern Tob Sponsored Adr (BTI) 0.0 $245k 5.2k 47.33
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.0 $244k 7.3k 33.20
Nrg Energy Com New (NRG) 0.0 $244k 1.5k 160.55
Quest Diagnostics Incorporated (DGX) 0.0 $239k 1.3k 179.63
Key (KEY) 0.0 $239k 14k 17.42
Northern Lts Fd Tr Iv Inspire Tactical (RISN) 0.0 $238k 8.7k 27.47
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $237k 1.0k 227.12
Ishares Tr Russell 3000 Etf (IWV) 0.0 $237k 674.00 351.01
Shell Spon Ads (SHEL) 0.0 $236k 3.3k 70.41
PNC Financial Services (PNC) 0.0 $235k 1.3k 186.38
Lam Research Corp Com New (LRCX) 0.0 $235k 2.4k 97.34
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $231k 4.9k 47.54
Moody's Corporation (MCO) 0.0 $230k 459.00 501.59
Vertiv Holdings Com Cl A (VRT) 0.0 $230k 1.8k 128.43
Vanguard World Mega Cap Index (MGC) 0.0 $230k 1.0k 224.92
Ishares Tr Short Treas Bd (SHV) 0.0 $229k 2.1k 110.42
Texas Pacific Land Corp (TPL) 0.0 $226k 214.00 1056.39
Timothy Plan Hig Dv Stk Etf (TPHD) 0.0 $222k 5.9k 37.80
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $219k 3.2k 68.72
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.0 $219k 11k 20.10
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.0 $217k 1.9k 112.68
United Parcel Service CL B (UPS) 0.0 $217k 2.1k 100.96
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.0 $217k 4.2k 52.21
Dell Technologies CL C (DELL) 0.0 $214k 1.7k 122.58
Wisdomtree Tr Mortgage Plus Bd (MTGP) 0.0 $213k 4.8k 44.41
Sangamo Biosciences (SGMO) 0.0 $212k 392k 0.54
Ares Capital Corporation (ARCC) 0.0 $212k 9.6k 21.96
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $211k 1.0k 204.65
Phillips 66 (PSX) 0.0 $210k 1.8k 119.28
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $210k 1.8k 116.15
Ishares Tr Ibonds Dec 2030 (IBDV) 0.0 $206k 9.4k 21.98
Regal-beloit Corporation (RRX) 0.0 $205k 1.4k 144.96
Ishares Tr Russell 2000 Etf (IWM) 0.0 $205k 948.00 215.69
Autodesk (ADSK) 0.0 $203k 657.00 309.57
Direxion Shs Etf Tr Dly Aerospc 3x (DFEN) 0.0 $202k 3.9k 51.88
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $201k 2.9k 69.09
Synopsys (SNPS) 0.0 $201k 391.00 512.68
Warner Bros Discovery Com Ser A (WBD) 0.0 $194k 17k 11.46
Mobileye Global Common Class A (MBLY) 0.0 $194k 11k 17.98
Avantor (AVTR) 0.0 $193k 14k 13.46
Global X Fds Data Ctr & Digit (DTCR) 0.0 $189k 10k 18.64
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $170k 11k 15.47
Haleon Spon Ads (HLN) 0.0 $162k 16k 10.37
Telus Ord (TU) 0.0 $161k 10k 16.06
Iamgold Corp (IAG) 0.0 $147k 20k 7.35
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $145k 13k 11.13
Nuveen Muni Value Fund (NUV) 0.0 $140k 16k 8.69
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $126k 12k 10.35
Canada Goose Hldgs Shs Sub Vtg (GOOS) 0.0 $124k 11k 11.19
Riot Blockchain (RIOT) 0.0 $116k 10k 11.30
Cleveland-cliffs (CLF) 0.0 $116k 15k 7.60
Uniti Group Inc Com reit 0.0 $109k 25k 4.32
Beyond Meat (BYND) 0.0 $70k 20k 3.49
American Axle & Manufact. Holdings (AXL) 0.0 $61k 15k 4.08
Mereo Biopharma Group Spon Ads (MREO) 0.0 $54k 20k 2.71
New Fortress Energy Com Cl A (NFE) 0.0 $36k 11k 3.32
Expedia Group Note 2/1 0.0 $16k 16k 0.97