Gryphon Financial Partners as of June 30, 2026
Portfolio Holdings for Gryphon Financial Partners
Gryphon Financial Partners holds 381 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 20.0 | $228M | 304k | 748.89 | |
| Apple (AAPL) | 4.7 | $53M | 184k | 289.36 | |
| State Str Spdr S&p 500 Etf T Call (Principal) (SPY) | 4.1 | $47M | 63k | 746.77 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.6 | $41M | 110k | 370.04 | |
| NVIDIA Corporation (NVDA) | 3.0 | $34M | 169k | 200.09 | |
| Warner Bros Discovery Com Ser A (WBD) | 2.5 | $29M | 1.1M | 26.66 | |
| Microsoft Corporation (MSFT) | 2.1 | $24M | 64k | 373.02 | |
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 2.1 | $23M | 160k | 146.30 | |
| Abbvie (ABBV) | 2.0 | $23M | 92k | 251.64 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 1.7 | $19M | 123k | 156.97 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $19M | 54k | 357.37 | |
| Amazon (AMZN) | 1.6 | $19M | 79k | 238.34 | |
| Meta Platforms Cl A (META) | 1.6 | $18M | 32k | 563.30 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.5 | $17M | 152k | 114.18 | |
| Targa Res Corp (TRGP) | 1.5 | $17M | 64k | 268.14 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $14M | 29k | 500.39 | |
| UnitedHealth (UNH) | 1.1 | $13M | 31k | 415.63 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $12M | 35k | 327.33 | |
| Abbott Laboratories (ABT) | 1.0 | $11M | 126k | 90.74 | |
| Broadcom (AVGO) | 0.9 | $11M | 28k | 377.74 | |
| Procter & Gamble Company (PG) | 0.8 | $9.2M | 63k | 146.64 | |
| Micron Technology (MU) | 0.8 | $8.9M | 7.7k | 1154.33 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $8.9M | 65k | 137.53 | |
| Eli Lilly & Co. (LLY) | 0.7 | $7.7M | 6.4k | 1199.46 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $7.5M | 97k | 77.11 | |
| Wal-Mart Stores (WMT) | 0.7 | $7.4M | 66k | 113.26 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $7.3M | 21k | 353.33 | |
| Johnson & Johnson (JNJ) | 0.6 | $6.6M | 26k | 253.97 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $6.4M | 13k | 477.58 | |
| Mastercard Incorporated Cl A (MA) | 0.6 | $6.3M | 12k | 513.61 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $6.2M | 60k | 103.88 | |
| Tesla Motors (TSLA) | 0.5 | $6.1M | 14k | 420.60 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $5.9M | 54k | 110.32 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.5 | $5.8M | 294k | 19.61 | |
| Caterpillar (CAT) | 0.5 | $5.3M | 5.0k | 1064.88 | |
| Ishares Tr Core Msci Total (IXUS) | 0.5 | $5.3M | 56k | 95.44 | |
| Coreweave Com Cl A (CRWV) | 0.4 | $4.9M | 50k | 99.54 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $4.8M | 35k | 136.72 | |
| Costco Wholesale Corporation (COST) | 0.4 | $4.8M | 5.1k | 935.48 | |
| Visa Com Cl A (V) | 0.4 | $4.6M | 13k | 343.08 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $4.6M | 37k | 124.17 | |
| Advanced Micro Devices (AMD) | 0.4 | $4.6M | 7.8k | 580.95 | |
| Palo Alto Networks (PANW) | 0.4 | $4.5M | 13k | 341.02 | |
| Myr (MYRG) | 0.4 | $4.4M | 8.8k | 500.40 | |
| American Electric Power Company (AEP) | 0.4 | $4.4M | 32k | 136.81 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $4.2M | 29k | 148.31 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $4.2M | 61k | 68.41 | |
| Advanced Drain Sys Inc Del (WMS) | 0.4 | $4.0M | 25k | 156.96 | |
| Ge Aerospace Com New (GE) | 0.3 | $3.8M | 10k | 373.73 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $3.7M | 5.00 | 748850.00 | |
| Ge Vernova (GEV) | 0.3 | $3.7M | 3.1k | 1174.79 | |
| Home Depot (HD) | 0.3 | $3.6M | 10k | 352.68 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $3.5M | 36k | 98.98 | |
| Ishares Core Msci Emkt (IEMG) | 0.3 | $3.4M | 41k | 82.84 | |
| Chevron Corporation (CVX) | 0.3 | $3.4M | 21k | 165.76 | |
| Cisco Systems (CSCO) | 0.3 | $3.4M | 29k | 117.46 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $3.4M | 47k | 71.25 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $3.3M | 15k | 227.06 | |
| Nextera Energy (NEE) | 0.3 | $3.3M | 37k | 87.77 | |
| Farmers & Merchants State Bank Com Stk (FMAO) | 0.3 | $3.1M | 100k | 30.58 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $3.1M | 26k | 116.67 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.9M | 7.2k | 409.50 | |
| Applied Materials (AMAT) | 0.3 | $2.9M | 4.1k | 723.02 | |
| Bank of America Corporation (BAC) | 0.3 | $2.9M | 51k | 56.98 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.9M | 3.9k | 736.47 | |
| McDonald's Corporation (MCD) | 0.2 | $2.7M | 10k | 270.31 | |
| Morgan Stanley Com New (MS) | 0.2 | $2.7M | 13k | 209.04 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.7M | 8.9k | 300.45 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $2.5M | 2.5k | 978.31 | |
| Netflix (NFLX) | 0.2 | $2.5M | 35k | 71.40 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $2.5M | 21k | 119.52 | |
| American Tower Reit (AMT) | 0.2 | $2.5M | 15k | 163.57 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $2.4M | 3.5k | 703.30 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.4M | 7.9k | 303.11 | |
| Coca-Cola Company (KO) | 0.2 | $2.3M | 29k | 81.27 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $2.3M | 7.7k | 298.07 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $2.3M | 9.0k | 255.67 | |
| Bhp Billiton Sponsored Ads (BHP) | 0.2 | $2.2M | 27k | 83.31 | |
| Etf Ser Solutions Bahl Ga Grow Etf (BGIG) | 0.2 | $2.2M | 62k | 35.89 | |
| Allstate Corporation (ALL) | 0.2 | $2.2M | 9.3k | 237.94 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.2M | 8.9k | 242.44 | |
| Amgen (AMGN) | 0.2 | $2.1M | 5.9k | 362.12 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $2.1M | 9.6k | 219.44 | |
| Merck & Co (MRK) | 0.2 | $2.1M | 16k | 128.50 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $2.0M | 12k | 164.27 | |
| S&p Global (SPGI) | 0.2 | $2.0M | 4.8k | 407.23 | |
| Waste Management (WM) | 0.2 | $1.9M | 8.7k | 222.88 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $1.9M | 977.00 | 1990.04 | |
| Dycom Industries (DY) | 0.2 | $1.9M | 3.8k | 505.59 | |
| Ssga Active Tr State Street My (MYCH) | 0.2 | $1.9M | 76k | 24.91 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $1.9M | 3.7k | 509.49 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.8M | 25k | 73.41 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 0.2 | $1.8M | 36k | 49.55 | |
| Arista Networks Com Shs (ANET) | 0.2 | $1.8M | 10k | 169.88 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.8M | 11k | 156.30 | |
| Intel Corporation (INTC) | 0.2 | $1.8M | 13k | 139.63 | |
| Prologis (PLD) | 0.2 | $1.7M | 13k | 135.47 | |
| Eaton Corp SHS (ETN) | 0.2 | $1.7M | 4.1k | 426.17 | |
| Goldman Sachs (GS) | 0.2 | $1.7M | 1.7k | 1011.63 | |
| Fifth Third Ban (FITB) | 0.1 | $1.7M | 30k | 56.37 | |
| MercadoLibre (MELI) | 0.1 | $1.7M | 982.00 | 1697.39 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.7M | 20k | 82.64 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.6M | 17k | 96.43 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $1.6M | 51k | 31.10 | |
| Overstock (BBBY) | 0.1 | $1.6M | 271k | 5.79 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.6M | 3.1k | 501.30 | |
| Amphenol Corp Cl A (APH) | 0.1 | $1.5M | 8.5k | 176.31 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.5M | 15k | 96.58 | |
| ConocoPhillips (COP) | 0.1 | $1.5M | 14k | 103.96 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $1.4M | 4.5k | 317.51 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.4M | 17k | 86.14 | |
| Marvell Technology (MRVL) | 0.1 | $1.4M | 4.8k | 297.90 | |
| International Business Machines (IBM) | 0.1 | $1.4M | 5.1k | 281.21 | |
| Philip Morris International (PM) | 0.1 | $1.4M | 7.8k | 180.91 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.4M | 5.0k | 272.01 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $1.3M | 76k | 17.73 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $1.3M | 13k | 100.28 | |
| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $1.3M | 15k | 89.92 | |
| Chubb (CB) | 0.1 | $1.3M | 3.9k | 340.74 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.3M | 14k | 95.09 | |
| Scripps E W Co Ohio Cl A New (SSP) | 0.1 | $1.3M | 472k | 2.77 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.3M | 16k | 80.57 | |
| Oracle Corporation (ORCL) | 0.1 | $1.3M | 8.7k | 146.55 | |
| Pepsi (PEP) | 0.1 | $1.3M | 9.4k | 135.40 | |
| Blackrock (BLK) | 0.1 | $1.2M | 1.3k | 961.26 | |
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.1 | $1.2M | 34k | 36.49 | |
| Dell Technologies CL C (DELL) | 0.1 | $1.2M | 2.9k | 431.51 | |
| Kla Corp Com New (KLAC) | 0.1 | $1.2M | 4.1k | 301.70 | |
| Danaher Corporation (DHR) | 0.1 | $1.2M | 6.4k | 190.47 | |
| Quanta Services (PWR) | 0.1 | $1.2M | 1.7k | 720.05 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.2M | 1.8k | 686.77 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.2M | 6.4k | 189.72 | |
| Ubs Group SHS (UBS) | 0.1 | $1.2M | 25k | 49.56 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $1.2M | 2.7k | 433.28 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.2M | 20k | 59.69 | |
| Linde SHS (LIN) | 0.1 | $1.2M | 2.3k | 519.04 | |
| Vanguard World Financials Etf (VFH) | 0.1 | $1.2M | 8.8k | 131.60 | |
| Travelers Companies (TRV) | 0.1 | $1.2M | 3.5k | 330.09 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.1M | 3.1k | 365.67 | |
| Corning Incorporated (GLW) | 0.1 | $1.1M | 4.4k | 255.46 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | 8.8k | 126.58 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.1M | 12k | 95.62 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.1M | 7.5k | 146.41 | |
| General Dynamics Corporation (GD) | 0.1 | $1.1M | 3.1k | 354.24 | |
| TJX Companies (TJX) | 0.1 | $1.1M | 7.1k | 151.50 | |
| Trane Technologies SHS (TT) | 0.1 | $1.0M | 2.1k | 491.22 | |
| Vanguard World Health Car Etf (VHT) | 0.1 | $1.0M | 3.4k | 299.01 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $1.0M | 18k | 56.52 | |
| Norfolk Southern (NSC) | 0.1 | $1.0M | 3.2k | 314.59 | |
| Spdr Index Shs Fds St Str Nat Etf (GNR) | 0.1 | $1.0M | 15k | 67.31 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $991k | 5.2k | 190.51 | |
| Newmont Mining Corporation (NEM) | 0.1 | $961k | 10k | 93.40 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $940k | 3.1k | 306.26 | |
| Pulte (PHM) | 0.1 | $937k | 6.8k | 137.21 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $936k | 970.00 | 965.32 | |
| CSX Corporation (CSX) | 0.1 | $932k | 20k | 47.53 | |
| American Express Company (AXP) | 0.1 | $928k | 2.7k | 338.27 | |
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $918k | 42k | 21.80 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $916k | 1.8k | 496.73 | |
| Cheniere Energy Partners Com Unit (CQP) | 0.1 | $911k | 15k | 60.95 | |
| Andersons (ANDE) | 0.1 | $910k | 13k | 68.40 | |
| Capital One Financial (COF) | 0.1 | $883k | 4.4k | 200.64 | |
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $882k | 35k | 25.58 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $872k | 2.6k | 334.82 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $863k | 5.2k | 164.61 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $862k | 1.6k | 541.83 | |
| Ishares Tr Global Reit Etf (REET) | 0.1 | $851k | 31k | 27.62 | |
| Verizon Communications (VZ) | 0.1 | $851k | 20k | 42.34 | |
| Progressive Corporation (PGR) | 0.1 | $841k | 3.8k | 218.46 | |
| Gilead Sciences (GILD) | 0.1 | $826k | 6.5k | 126.33 | |
| Phillips 66 (PSX) | 0.1 | $818k | 4.8k | 169.05 | |
| GSK Sponsored Adr (GSK) | 0.1 | $817k | 16k | 52.42 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $813k | 10k | 79.97 | |
| Sherwin-Williams Company (SHW) | 0.1 | $809k | 2.3k | 344.28 | |
| Marsh & McLennan Companies (MRSH) | 0.1 | $797k | 4.8k | 166.66 | |
| Honeywell International (HON) | 0.1 | $784k | 3.5k | 223.93 | |
| Honeywell Aerospace (HONA) | 0.1 | $774k | 3.5k | 221.08 | |
| Sap Se Spon Adr (SAP) | 0.1 | $767k | 5.0k | 154.12 | |
| Humana (HUM) | 0.1 | $742k | 1.9k | 397.22 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $729k | 956.00 | 762.99 | |
| Walt Disney Company (DIS) | 0.1 | $729k | 7.6k | 96.24 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $722k | 6.5k | 110.35 | |
| Emerson Electric (EMR) | 0.1 | $719k | 5.0k | 143.14 | |
| Altria (MO) | 0.1 | $712k | 9.9k | 71.95 | |
| T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA) | 0.1 | $707k | 15k | 47.53 | |
| Valero Energy Corporation (VLO) | 0.1 | $706k | 2.7k | 260.42 | |
| Vistra Energy (VST) | 0.1 | $705k | 4.4k | 158.64 | |
| Simon Property (SPG) | 0.1 | $696k | 3.1k | 223.62 | |
| Hca Holdings (HCA) | 0.1 | $690k | 1.8k | 389.83 | |
| Uber Technologies (UBER) | 0.1 | $688k | 9.5k | 72.16 | |
| At&t (T) | 0.1 | $682k | 33k | 20.70 | |
| CVS Caremark Corporation (CVS) | 0.1 | $681k | 6.6k | 103.45 | |
| Citigroup Com New (C) | 0.1 | $680k | 4.9k | 139.97 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $679k | 33k | 20.36 | |
| L3harris Technologies (LHX) | 0.1 | $675k | 2.3k | 290.54 | |
| Servicenow (NOW) | 0.1 | $674k | 6.8k | 99.28 | |
| FedEx Corporation (FDX) | 0.1 | $673k | 2.2k | 313.10 | |
| Analog Devices (ADI) | 0.1 | $673k | 1.7k | 397.13 | |
| Workday Cl A (WDAY) | 0.1 | $670k | 5.5k | 122.42 | |
| Gmo Etf Trust Us Quality Etf (QLTY) | 0.1 | $667k | 16k | 41.62 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $661k | 2.9k | 229.57 | |
| Hartford Financial Services (HIG) | 0.1 | $646k | 4.9k | 132.53 | |
| Snap-on Incorporated (SNA) | 0.1 | $644k | 1.6k | 402.41 | |
| Fortinet (FTNT) | 0.1 | $641k | 4.2k | 153.62 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $633k | 1.6k | 397.68 | |
| Booking Holdings (BKNG) | 0.1 | $621k | 3.5k | 178.22 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $620k | 6.7k | 92.26 | |
| Lowe's Companies (LOW) | 0.1 | $620k | 2.8k | 220.49 | |
| TPG Com Cl A (TPG) | 0.1 | $606k | 15k | 40.55 | |
| Stryker Corporation (SYK) | 0.1 | $600k | 1.9k | 314.83 | |
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $599k | 12k | 50.39 | |
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.1 | $596k | 29k | 20.56 | |
| Constellation Energy (CEG) | 0.1 | $590k | 2.4k | 248.35 | |
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $580k | 5.4k | 107.13 | |
| Intuit (INTU) | 0.1 | $579k | 2.2k | 260.99 | |
| Deere & Company (DE) | 0.0 | $563k | 888.00 | 634.48 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $561k | 421.00 | 1331.52 | |
| Ford Motor Company (F) | 0.0 | $556k | 40k | 13.90 | |
| Spdr Series Trust St Str Sp Trans (XTN) | 0.0 | $555k | 4.8k | 115.64 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $553k | 9.8k | 56.16 | |
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.0 | $549k | 21k | 25.75 | |
| Unilever Spon Adr New (UL) | 0.0 | $546k | 9.1k | 60.12 | |
| Synopsys (SNPS) | 0.0 | $529k | 1.2k | 446.07 | |
| PNC Financial Services (PNC) | 0.0 | $527k | 2.1k | 246.19 | |
| salesforce (CRM) | 0.0 | $524k | 3.3k | 156.68 | |
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $520k | 4.1k | 127.51 | |
| PPG Industries (PPG) | 0.0 | $517k | 4.3k | 121.28 | |
| SLB Com Stk (SLB) | 0.0 | $515k | 11k | 46.49 | |
| EQT Corporation (EQT) | 0.0 | $512k | 9.6k | 53.17 | |
| Cintas Corporation (CTAS) | 0.0 | $511k | 3.0k | 170.09 | |
| Freeport Mcmoran CL B (FCX) | 0.0 | $503k | 8.0k | 62.89 | |
| United Rentals (URI) | 0.0 | $498k | 439.00 | 1133.78 | |
| Cadence Design Systems (CDNS) | 0.0 | $498k | 1.3k | 375.32 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $484k | 7.5k | 64.50 | |
| Cheniere Energy Com New (LNG) | 0.0 | $482k | 2.0k | 238.97 | |
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $481k | 59k | 8.17 | |
| Lennar Corp Cl A (LEN) | 0.0 | $480k | 5.3k | 90.49 | |
| Oneok (OKE) | 0.0 | $474k | 5.4k | 86.93 | |
| Dave Class A Com New (DAVE) | 0.0 | $470k | 1.3k | 372.59 | |
| Public Storage (PSA) | 0.0 | $462k | 1.5k | 318.24 | |
| Credicorp (BAP) | 0.0 | $458k | 1.2k | 389.46 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $450k | 2.9k | 156.95 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $448k | 2.1k | 212.80 | |
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.0 | $448k | 22k | 20.84 | |
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.0 | $448k | 18k | 25.19 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $447k | 1.8k | 252.28 | |
| CRH Ord (CRH) | 0.0 | $445k | 4.2k | 106.99 | |
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $443k | 8.3k | 53.11 | |
| Klaviyo Com Ser A (KVYO) | 0.0 | $441k | 29k | 15.10 | |
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $440k | 40k | 11.15 | |
| Rogers Communications CL B (RCI) | 0.0 | $438k | 14k | 32.50 | |
| Welltower Inc Com reit (WELL) | 0.0 | $437k | 1.9k | 226.99 | |
| Qualcomm (QCOM) | 0.0 | $436k | 2.4k | 184.80 | |
| Amentum Holdings (AMTM) | 0.0 | $435k | 21k | 20.67 | |
| Anthem (ELV) | 0.0 | $433k | 1.1k | 386.83 | |
| Shell Spon Ads (SHEL) | 0.0 | $429k | 5.5k | 77.54 | |
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $426k | 18k | 23.16 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $414k | 17k | 24.55 | |
| Williams Companies (WMB) | 0.0 | $409k | 5.5k | 74.34 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $401k | 4.1k | 98.20 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $400k | 8.1k | 49.28 | |
| Kinder Morgan (KMI) | 0.0 | $400k | 13k | 31.97 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $398k | 4.6k | 87.03 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $394k | 1.9k | 211.93 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $386k | 3.3k | 117.66 | |
| Cummins (CMI) | 0.0 | $382k | 536.00 | 713.25 | |
| Wec Energy Group (WEC) | 0.0 | $378k | 3.2k | 116.77 | |
| Carlisle Companies (CSL) | 0.0 | $376k | 1.0k | 362.86 | |
| Western Digital (WDC) | 0.0 | $376k | 588.00 | 638.72 | |
| Ceribell (CBLL) | 0.0 | $375k | 19k | 19.45 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $374k | 2.5k | 147.73 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $368k | 1.8k | 205.02 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $368k | 704.00 | 522.39 | |
| Automatic Data Processing (ADP) | 0.0 | $366k | 1.6k | 223.89 | |
| Motorola Solutions Com New (MSI) | 0.0 | $364k | 876.00 | 415.10 | |
| Kroger (KR) | 0.0 | $364k | 6.5k | 55.53 | |
| Devon Energy Corporation (DVN) | 0.0 | $361k | 8.7k | 41.32 | |
| Illinois Tool Works (ITW) | 0.0 | $360k | 1.3k | 270.53 | |
| Truist Financial Corp equities (TFC) | 0.0 | $348k | 7.0k | 49.82 | |
| Moody's Corporation (MCO) | 0.0 | $347k | 766.00 | 453.01 | |
| Biolife Solutions Com New (BLFS) | 0.0 | $347k | 12k | 28.24 | |
| Intercontinental Exchange (ICE) | 0.0 | $345k | 2.8k | 123.13 | |
| SM Energy (SM) | 0.0 | $341k | 13k | 26.10 | |
| O'reilly Automotive (ORLY) | 0.0 | $340k | 3.7k | 92.09 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $336k | 853.00 | 393.96 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $335k | 4.2k | 78.95 | |
| 3M Company (MMM) | 0.0 | $329k | 2.0k | 161.88 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $329k | 4.9k | 66.60 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $328k | 4.7k | 69.90 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $327k | 643.00 | 508.96 | |
| Edwards Lifesciences (EW) | 0.0 | $323k | 3.6k | 90.46 | |
| Metropcs Communications (TMUS) | 0.0 | $323k | 1.9k | 167.70 | |
| W.W. Grainger (GWW) | 0.0 | $322k | 237.00 | 1360.40 | |
| Kt Corp Sponsored Adr (KT) | 0.0 | $320k | 19k | 17.28 | |
| Starbucks Corporation (SBUX) | 0.0 | $319k | 3.1k | 102.18 | |
| Boeing Company (BA) | 0.0 | $318k | 1.5k | 216.47 | |
| Regions Financial Corporation (RF) | 0.0 | $312k | 10k | 30.20 | |
| Rockwell Automation (ROK) | 0.0 | $306k | 619.00 | 494.81 | |
| McKesson Corporation (MCK) | 0.0 | $306k | 405.00 | 755.02 | |
| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.0 | $301k | 25k | 12.10 | |
| Southern Company (SO) | 0.0 | $299k | 3.1k | 95.70 | |
| Alcoa (AA) | 0.0 | $298k | 5.7k | 52.14 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $298k | 6.6k | 45.11 | |
| Howmet Aerospace (HWM) | 0.0 | $296k | 1.1k | 268.74 | |
| Emcor (EME) | 0.0 | $293k | 353.00 | 830.30 | |
| Marriott Intl Cl A (MAR) | 0.0 | $293k | 790.00 | 370.41 | |
| Flexshares Tr Glb Qlt R/e Idx (GQRE) | 0.0 | $291k | 4.5k | 64.00 | |
| Cardinal Health (CAH) | 0.0 | $290k | 1.2k | 237.64 | |
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $288k | 2.4k | 118.99 | |
| IDEXX Laboratories (IDXX) | 0.0 | $287k | 546.00 | 526.44 | |
| General Motors Company (GM) | 0.0 | $287k | 3.7k | 77.08 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $285k | 1.2k | 236.61 | |
| Boston Scientific Corporation (BSX) | 0.0 | $282k | 6.6k | 42.68 | |
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $279k | 2.8k | 100.68 | |
| Owens Corning (OC) | 0.0 | $279k | 1.8k | 158.98 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $275k | 1.7k | 158.66 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $275k | 5.4k | 51.05 | |
| Paypal Holdings (PYPL) | 0.0 | $272k | 6.3k | 43.18 | |
| Equinix (EQIX) | 0.0 | $272k | 261.00 | 1042.65 | |
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $272k | 5.4k | 50.66 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $272k | 1.5k | 177.47 | |
| Installed Bldg Prods (IBP) | 0.0 | $268k | 1.2k | 229.88 | |
| Msci (MSCI) | 0.0 | $267k | 477.00 | 560.47 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $267k | 3.2k | 83.75 | |
| Ross Stores (ROST) | 0.0 | $265k | 1.2k | 212.84 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $263k | 3.1k | 85.49 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $262k | 3.2k | 82.66 | |
| Air Products & Chemicals (APD) | 0.0 | $262k | 895.00 | 293.12 | |
| Copart (CPRT) | 0.0 | $262k | 9.3k | 28.19 | |
| Cme (CME) | 0.0 | $259k | 1.2k | 220.75 | |
| Cbre Group Cl A (CBRE) | 0.0 | $257k | 1.9k | 134.69 | |
| Bank of New York Mellon Corporation (BNY) | 0.0 | $257k | 1.8k | 144.62 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $256k | 1.2k | 216.69 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $255k | 5.1k | 50.23 | |
| Live Nation Entertainment (LYV) | 0.0 | $254k | 1.4k | 183.11 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $253k | 13k | 20.06 | |
| Prudential Financial (PRU) | 0.0 | $253k | 2.3k | 107.93 | |
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $252k | 2.2k | 117.28 | |
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $251k | 4.7k | 53.61 | |
| Aaon Com Par $0.004 (AAON) | 0.0 | $250k | 2.0k | 126.88 | |
| Advanced Energy Industries (AEIS) | 0.0 | $247k | 663.00 | 373.03 | |
| Colgate-Palmolive Company (CL) | 0.0 | $246k | 2.7k | 91.67 | |
| Electronic Arts (EA) | 0.0 | $244k | 1.2k | 205.05 | |
| Ftai Aviation SHS (FTAI) | 0.0 | $244k | 902.00 | 270.53 | |
| Fastenal Company (FAST) | 0.0 | $244k | 5.1k | 48.03 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $241k | 963.00 | 249.98 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $241k | 13k | 19.12 | |
| Bristol Myers Squibb (BMY) | 0.0 | $240k | 4.2k | 57.62 | |
| Axon Enterprise (AXON) | 0.0 | $239k | 427.00 | 560.61 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $237k | 2.2k | 107.62 | |
| AutoZone (AZO) | 0.0 | $237k | 74.00 | 3195.95 | |
| Cormedix Inc cormedix (CRMD) | 0.0 | $236k | 30k | 7.85 | |
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $235k | 1.3k | 185.23 | |
| Keysight Technologies (KEYS) | 0.0 | $235k | 670.00 | 350.07 | |
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $233k | 3.6k | 64.12 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $232k | 1.2k | 201.54 | |
| Datadog Cl A Com (DDOG) | 0.0 | $232k | 891.00 | 260.36 | |
| MetLife (MET) | 0.0 | $232k | 2.7k | 84.60 | |
| Ciena Corp Com New (CIEN) | 0.0 | $232k | 472.00 | 490.56 | |
| Monster Beverage Corp (MNST) | 0.0 | $229k | 2.4k | 96.12 | |
| American Eagle Outfitters (AEO) | 0.0 | $226k | 13k | 17.20 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $226k | 3.9k | 57.84 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $225k | 4.1k | 55.01 | |
| Delta Air Lines Com New (DAL) | 0.0 | $223k | 2.4k | 93.67 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $223k | 1.4k | 156.74 | |
| Dover Corporation (DOV) | 0.0 | $221k | 986.00 | 224.36 | |
| Citizens Financial (CFG) | 0.0 | $219k | 3.1k | 70.07 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $218k | 1.0k | 217.93 | |
| SYSCO Corporation (SYY) | 0.0 | $216k | 2.6k | 83.57 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $215k | 468.00 | 459.13 | |
| American Intl Group Com New (AIG) | 0.0 | $213k | 2.9k | 74.53 | |
| Pfizer (PFE) | 0.0 | $212k | 8.8k | 24.08 | |
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $211k | 11k | 19.89 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $206k | 562.00 | 365.87 | |
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $204k | 2.1k | 96.48 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $203k | 3.7k | 55.51 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $202k | 1.1k | 185.14 | |
| United Parcel Svcs CL B (UPS) | 0.0 | $201k | 1.9k | 107.52 | |
| Park National Corporation (PRK) | 0.0 | $201k | 1.1k | 182.97 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $201k | 3.8k | 52.41 | |
| Exelon Corporation (EXC) | 0.0 | $200k | 4.3k | 46.62 |