Guyasuta Investment Advisors as of Sept. 30, 2025
Portfolio Holdings for Guyasuta Investment Advisors
Guyasuta Investment Advisors holds 261 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.8 | $135M | 260k | 517.95 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.5 | $95M | 390k | 243.55 | |
| Vistra Energy (VST) | 5.2 | $90M | 460k | 195.92 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.1 | $89M | 177k | 502.74 | |
| Mastercard Incorporated Cl A (MA) | 4.8 | $84M | 148k | 568.81 | |
| Republic Services (RSG) | 4.5 | $78M | 338k | 229.48 | |
| Te Connectivity Ord Shs (TEL) | 3.7 | $65M | 294k | 219.53 | |
| Thermo Fisher Scientific (TMO) | 3.1 | $54M | 111k | 485.02 | |
| PNC Financial Services (PNC) | 2.9 | $50M | 250k | 200.93 | |
| Lowe's Companies (LOW) | 2.5 | $44M | 175k | 251.31 | |
| Linde SHS (LIN) | 2.5 | $43M | 91k | 475.00 | |
| Chevron Corporation (CVX) | 2.3 | $41M | 263k | 155.29 | |
| Becton, Dickinson and (BDX) | 1.9 | $33M | 177k | 187.17 | |
| McDonald's Corporation (MCD) | 1.8 | $32M | 106k | 303.89 | |
| Amazon (AMZN) | 1.8 | $31M | 142k | 219.57 | |
| Quanta Services (PWR) | 1.7 | $30M | 73k | 414.42 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.6 | $27M | 28k | 968.09 | |
| Texas Instruments Incorporated (TXN) | 1.5 | $27M | 145k | 183.73 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $24M | 87k | 279.29 | |
| WESCO International (WCC) | 1.4 | $24M | 114k | 211.50 | |
| NVIDIA Corporation (NVDA) | 1.4 | $24M | 130k | 186.58 | |
| Applied Materials (AMAT) | 1.4 | $24M | 116k | 204.74 | |
| Apple (AAPL) | 1.3 | $23M | 91k | 254.63 | |
| Fiserv (FI) | 1.3 | $22M | 171k | 128.93 | |
| Netflix (NFLX) | 1.3 | $22M | 18k | 1198.92 | |
| Eagle Materials (EXP) | 1.2 | $22M | 93k | 233.04 | |
| Meta Platforms Cl A (META) | 1.1 | $20M | 27k | 734.38 | |
| Johnson & Johnson (JNJ) | 1.1 | $20M | 106k | 185.42 | |
| AmerisourceBergen (COR) | 1.1 | $19M | 60k | 312.53 | |
| Ferguson Enterprises Common Stock New (FERG) | 1.0 | $18M | 81k | 224.58 | |
| Vulcan Materials Company (VMC) | 0.9 | $16M | 53k | 307.62 | |
| Pepsi (PEP) | 0.9 | $15M | 109k | 140.44 | |
| Automatic Data Processing (ADP) | 0.9 | $15M | 52k | 293.50 | |
| Procter & Gamble Company (PG) | 0.8 | $14M | 92k | 153.65 | |
| International Business Machines (IBM) | 0.8 | $14M | 48k | 282.16 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $12M | 50k | 246.60 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $12M | 104k | 112.75 | |
| Emerson Electric (EMR) | 0.6 | $11M | 80k | 131.18 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $9.7M | 31k | 315.43 | |
| Coca-Cola Company (KO) | 0.5 | $9.0M | 136k | 66.32 | |
| Home Depot (HD) | 0.5 | $8.7M | 22k | 405.18 | |
| Caterpillar (CAT) | 0.4 | $7.6M | 16k | 477.15 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $7.0M | 21k | 328.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $7.0M | 29k | 243.10 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $7.0M | 11k | 666.16 | |
| Celestica (CLS) | 0.4 | $6.9M | 28k | 246.38 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $6.8M | 10k | 669.29 | |
| Abbvie (ABBV) | 0.4 | $6.5M | 28k | 231.54 | |
| Packaging Corporation of America (PKG) | 0.4 | $6.4M | 29k | 217.93 | |
| Unilever Spon Adr New | 0.4 | $6.2M | 104k | 59.28 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $5.9M | 73k | 79.93 | |
| PPG Industries (PPG) | 0.3 | $5.4M | 52k | 105.11 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $5.3M | 7.00 | 754200.00 | |
| Merck & Co (MRK) | 0.3 | $5.2M | 62k | 83.93 | |
| Ge Aerospace Com New (GE) | 0.3 | $4.8M | 16k | 300.82 | |
| Philip Morris International (PM) | 0.3 | $4.6M | 29k | 162.20 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $4.4M | 12k | 365.48 | |
| L3harris Technologies (LHX) | 0.2 | $3.9M | 13k | 305.41 | |
| Colgate-Palmolive Company (CL) | 0.2 | $3.8M | 48k | 79.94 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.8M | 7.9k | 479.61 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $3.8M | 27k | 140.95 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $3.7M | 119k | 31.42 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $3.4M | 4.5k | 758.15 | |
| Union Pacific Corporation (UNP) | 0.2 | $3.4M | 14k | 236.37 | |
| Waste Management (WM) | 0.2 | $3.3M | 15k | 220.83 | |
| Pfizer (PFE) | 0.2 | $3.3M | 130k | 25.48 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $3.1M | 114k | 27.30 | |
| Rockwell Automation (ROK) | 0.2 | $3.0M | 8.6k | 349.53 | |
| Abbott Laboratories (ABT) | 0.2 | $3.0M | 22k | 133.94 | |
| Applied Industrial Technologies (AIT) | 0.2 | $3.0M | 11k | 261.05 | |
| Broadcom (AVGO) | 0.2 | $3.0M | 9.0k | 329.91 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $2.9M | 29k | 100.23 | |
| United Parcel Service CL B (UPS) | 0.2 | $2.8M | 33k | 83.53 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $2.5M | 15k | 167.33 | |
| Deere & Company (DE) | 0.1 | $2.4M | 5.2k | 457.22 | |
| Honeywell International (HON) | 0.1 | $2.3M | 11k | 210.50 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $2.3M | 4.7k | 499.21 | |
| Ge Vernova (GEV) | 0.1 | $2.3M | 3.7k | 614.90 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $2.3M | 21k | 108.96 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.2M | 12k | 189.70 | |
| RPM International (RPM) | 0.1 | $2.2M | 19k | 117.88 | |
| Trane Technologies SHS (TT) | 0.1 | $2.2M | 5.2k | 421.96 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.2M | 3.6k | 600.40 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.2M | 2.4k | 925.76 | |
| Tesla Motors (TSLA) | 0.1 | $2.2M | 4.9k | 444.72 | |
| Bristol Myers Squibb (BMY) | 0.1 | $2.1M | 46k | 45.10 | |
| Chubb (CB) | 0.1 | $2.1M | 7.3k | 282.25 | |
| Doordash Cl A (DASH) | 0.1 | $2.0M | 7.2k | 271.99 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.9M | 2.5k | 763.00 | |
| Watts Water Technologies Cl A (WTS) | 0.1 | $1.9M | 6.7k | 279.28 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.9M | 15k | 124.34 | |
| S&p Global (SPGI) | 0.1 | $1.8M | 3.8k | 486.71 | |
| Visa Com Cl A (V) | 0.1 | $1.8M | 5.4k | 341.38 | |
| Dell Technologies CL C (DELL) | 0.1 | $1.8M | 13k | 141.77 | |
| Verizon Communications (VZ) | 0.1 | $1.8M | 41k | 43.95 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.7M | 2.8k | 612.30 | |
| Boeing Company (BA) | 0.1 | $1.7M | 7.9k | 215.83 | |
| IDEX Corporation (IEX) | 0.1 | $1.5M | 9.5k | 162.76 | |
| Hillenbrand (HI) | 0.1 | $1.4M | 54k | 27.04 | |
| Travelers Companies (TRV) | 0.1 | $1.4M | 5.2k | 279.22 | |
| Prologis (PLD) | 0.1 | $1.4M | 13k | 114.52 | |
| General Dynamics Corporation (GD) | 0.1 | $1.4M | 4.2k | 341.00 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.4M | 5.7k | 241.96 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $1.4M | 11k | 128.24 | |
| Cummins (CMI) | 0.1 | $1.3M | 3.2k | 422.37 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $1.3M | 17k | 76.40 | |
| Garrett Motion (GTX) | 0.1 | $1.2M | 89k | 13.62 | |
| Lincoln National Corporation (LNC) | 0.1 | $1.2M | 30k | 40.33 | |
| Phillips 66 (PSX) | 0.1 | $1.2M | 8.8k | 136.03 | |
| 3M Company (MMM) | 0.1 | $1.2M | 7.7k | 155.19 | |
| Howmet Aerospace (HWM) | 0.1 | $1.2M | 6.1k | 196.23 | |
| SYSCO Corporation (SYY) | 0.1 | $1.2M | 14k | 82.34 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $1.1M | 13k | 86.30 | |
| Norfolk Southern (NSC) | 0.1 | $1.1M | 3.8k | 300.42 | |
| ConocoPhillips (COP) | 0.1 | $1.1M | 12k | 94.59 | |
| Graphic Packaging Holding Company (GPK) | 0.1 | $1.1M | 58k | 19.57 | |
| Micron Technology (MU) | 0.1 | $1.1M | 6.7k | 167.32 | |
| Eaton Corp SHS (ETN) | 0.1 | $1.1M | 3.0k | 374.25 | |
| At&t (T) | 0.1 | $1.1M | 39k | 28.24 | |
| Amgen (AMGN) | 0.1 | $1.1M | 3.8k | 282.21 | |
| SYNNEX Corporation (SNX) | 0.1 | $1.0M | 6.4k | 163.75 | |
| Illinois Tool Works (ITW) | 0.1 | $1.0M | 3.9k | 260.76 | |
| Target Corporation (TGT) | 0.1 | $1.0M | 11k | 89.70 | |
| Air Products & Chemicals (APD) | 0.1 | $985k | 3.6k | 272.72 | |
| Jefferies Finl Group (JEF) | 0.1 | $981k | 15k | 65.42 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $951k | 3.2k | 293.74 | |
| Cnh Indl N V SHS (CNH) | 0.1 | $929k | 86k | 10.85 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $929k | 5.1k | 182.42 | |
| Equifax (EFX) | 0.1 | $924k | 3.6k | 256.53 | |
| Vanguard World Industrial Etf (VIS) | 0.1 | $905k | 3.1k | 296.29 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $886k | 14k | 62.47 | |
| General Mills (GIS) | 0.1 | $880k | 18k | 50.42 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $867k | 2.8k | 309.74 | |
| H.B. Fuller Company (FUL) | 0.0 | $853k | 14k | 59.28 | |
| Mettler-Toledo International (MTD) | 0.0 | $851k | 693.00 | 1227.61 | |
| Wal-Mart Stores (WMT) | 0.0 | $850k | 8.2k | 103.06 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $844k | 6.0k | 140.05 | |
| CRH Ord (CRH) | 0.0 | $822k | 6.9k | 119.90 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $814k | 3.2k | 254.32 | |
| Bank of America Corporation (BAC) | 0.0 | $810k | 16k | 51.59 | |
| Synopsys (SNPS) | 0.0 | $806k | 1.6k | 493.39 | |
| Palo Alto Networks (PANW) | 0.0 | $785k | 3.9k | 203.62 | |
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $782k | 30k | 26.07 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $763k | 6.3k | 120.71 | |
| Aptar (ATR) | 0.0 | $724k | 5.4k | 133.66 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $709k | 5.7k | 123.75 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $708k | 29k | 24.79 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $707k | 1.2k | 609.32 | |
| TJX Companies (TJX) | 0.0 | $706k | 4.9k | 144.54 | |
| Intel Corporation (INTC) | 0.0 | $689k | 21k | 33.55 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $688k | 1.9k | 355.47 | |
| Expedia Group Com New (EXPE) | 0.0 | $675k | 3.2k | 213.76 | |
| Paychex (PAYX) | 0.0 | $654k | 5.2k | 126.76 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $644k | 9.9k | 65.26 | |
| Stryker Corporation (SYK) | 0.0 | $635k | 1.7k | 369.67 | |
| Zoetis Cl A (ZTS) | 0.0 | $616k | 4.2k | 146.32 | |
| CSX Corporation (CSX) | 0.0 | $607k | 17k | 35.51 | |
| Cisco Systems (CSCO) | 0.0 | $594k | 8.7k | 68.42 | |
| Blackrock (BLK) | 0.0 | $590k | 506.00 | 1165.61 | |
| Allegion Ord Shs (ALLE) | 0.0 | $549k | 3.1k | 177.35 | |
| Booking Holdings (BKNG) | 0.0 | $540k | 100.00 | 5399.27 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $523k | 878.00 | 596.13 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $515k | 4.3k | 118.84 | |
| CECO Environmental (CECO) | 0.0 | $512k | 10k | 51.20 | |
| Kellogg Company (K) | 0.0 | $510k | 6.2k | 82.02 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $509k | 1.8k | 281.90 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $493k | 9.2k | 53.87 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $483k | 2.5k | 192.74 | |
| Ciena Corp Com New (CIEN) | 0.0 | $483k | 3.3k | 145.67 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $474k | 8.5k | 55.49 | |
| Vanguard World Energy Etf (VDE) | 0.0 | $471k | 3.7k | 125.86 | |
| Motorola Solutions Com New (MSI) | 0.0 | $470k | 1.0k | 457.17 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $457k | 1.4k | 326.36 | |
| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $453k | 4.9k | 92.60 | |
| ResMed (RMD) | 0.0 | $451k | 1.6k | 273.77 | |
| Welltower Inc Com reit (WELL) | 0.0 | $450k | 2.5k | 178.15 | |
| Truist Financial Corp equities (TFC) | 0.0 | $447k | 9.8k | 45.72 | |
| Nextera Energy (NEE) | 0.0 | $445k | 5.9k | 75.49 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $444k | 993.00 | 447.23 | |
| Guardant Health (GH) | 0.0 | $421k | 6.7k | 62.48 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $416k | 7.7k | 54.18 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $411k | 16k | 26.34 | |
| MasTec (MTZ) | 0.0 | $411k | 1.9k | 212.81 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $410k | 2.0k | 206.51 | |
| West Pharmaceutical Services (WST) | 0.0 | $409k | 1.6k | 262.33 | |
| Zimmer Holdings (ZBH) | 0.0 | $407k | 4.1k | 98.50 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $387k | 1.9k | 209.26 | |
| Suncor Energy (SU) | 0.0 | $386k | 9.2k | 41.81 | |
| Xylem (XYL) | 0.0 | $384k | 2.6k | 147.50 | |
| Kinder Morgan (KMI) | 0.0 | $384k | 14k | 28.31 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $378k | 807.00 | 468.41 | |
| Kayne Anderson MLP Investment (KYN) | 0.0 | $378k | 31k | 12.37 | |
| Walt Disney Company (DIS) | 0.0 | $373k | 3.3k | 114.50 | |
| Ingersoll Rand (IR) | 0.0 | $372k | 4.5k | 82.62 | |
| Tc Energy Corp (TRP) | 0.0 | $370k | 6.8k | 54.41 | |
| Kkr & Co (KKR) | 0.0 | $364k | 2.8k | 129.95 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $363k | 4.9k | 73.46 | |
| Dick's Sporting Goods (DKS) | 0.0 | $360k | 1.6k | 222.22 | |
| American Express Company (AXP) | 0.0 | $359k | 1.1k | 332.16 | |
| BorgWarner (BWA) | 0.0 | $352k | 8.0k | 43.96 | |
| Kla Corp Com New (KLAC) | 0.0 | $350k | 324.00 | 1078.60 | |
| Moody's Corporation (MCO) | 0.0 | $349k | 733.00 | 476.48 | |
| Analog Devices (ADI) | 0.0 | $347k | 1.4k | 245.70 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $347k | 5.8k | 59.74 | |
| Dupont De Nemours (DD) | 0.0 | $345k | 4.4k | 77.90 | |
| Jabil Circuit (JBL) | 0.0 | $341k | 1.6k | 217.17 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $340k | 4.6k | 74.37 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $339k | 4.5k | 75.10 | |
| Medtronic SHS (MDT) | 0.0 | $332k | 3.5k | 95.24 | |
| Innovative Industria A (IIPR) | 0.0 | $331k | 6.2k | 53.58 | |
| Altria (MO) | 0.0 | $329k | 5.0k | 66.06 | |
| Citigroup Com New (C) | 0.0 | $326k | 3.2k | 101.49 | |
| Middlesex Water Company (MSEX) | 0.0 | $325k | 6.0k | 54.12 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $319k | 3.3k | 96.55 | |
| International Paper Company (IP) | 0.0 | $314k | 6.8k | 46.40 | |
| Intuit (INTU) | 0.0 | $313k | 458.00 | 682.91 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $306k | 7.8k | 39.19 | |
| Servicenow (NOW) | 0.0 | $304k | 330.00 | 920.28 | |
| Valero Energy Corporation (VLO) | 0.0 | $300k | 1.8k | 170.28 | |
| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $299k | 4.1k | 73.43 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $288k | 5.0k | 57.52 | |
| Public Service Enterprise (PEG) | 0.0 | $282k | 3.4k | 83.46 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $281k | 2.1k | 133.91 | |
| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $278k | 4.1k | 68.12 | |
| NVR (NVR) | 0.0 | $273k | 34.00 | 8034.68 | |
| Wells Fargo & Company (WFC) | 0.0 | $273k | 3.3k | 83.81 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $270k | 1.9k | 139.17 | |
| Enterprise Products Partners (EPD) | 0.0 | $267k | 8.5k | 31.27 | |
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $262k | 2.2k | 120.01 | |
| Plexus (PLXS) | 0.0 | $260k | 1.8k | 144.69 | |
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 0.0 | $258k | 2.5k | 105.00 | |
| CVS Caremark Corporation (CVS) | 0.0 | $257k | 3.4k | 75.38 | |
| Spdr Series Trust Portfolio S&p500 (SPYM) | 0.0 | $257k | 3.3k | 78.35 | |
| CF Industries Holdings (CF) | 0.0 | $256k | 2.9k | 89.70 | |
| Yum! Brands (YUM) | 0.0 | $255k | 1.7k | 152.00 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $254k | 2.7k | 93.37 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $254k | 1.0k | 253.93 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $253k | 3.2k | 78.37 | |
| Corteva (CTVA) | 0.0 | $249k | 3.7k | 67.63 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $246k | 1.1k | 215.81 | |
| Nucor Corporation (NUE) | 0.0 | $244k | 1.8k | 135.43 | |
| Metropcs Communications (TMUS) | 0.0 | $243k | 1.0k | 239.38 | |
| H&R Block (HRB) | 0.0 | $243k | 4.8k | 50.57 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $238k | 2.7k | 89.36 | |
| Evergy (EVRG) | 0.0 | $237k | 3.1k | 76.02 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $236k | 2.5k | 95.47 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $235k | 2.6k | 88.76 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $232k | 1.7k | 137.81 | |
| Interpublic Group of Companies (IPG) | 0.0 | $227k | 8.1k | 27.91 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $226k | 13k | 17.16 | |
| Markel Corporation (MKL) | 0.0 | $220k | 115.00 | 1911.37 | |
| Microchip Technology (MCHP) | 0.0 | $218k | 3.4k | 64.22 | |
| Advanced Micro Devices (AMD) | 0.0 | $212k | 1.3k | 161.79 | |
| Ban (TBBK) | 0.0 | $210k | 2.8k | 74.89 | |
| McKesson Corporation (MCK) | 0.0 | $209k | 270.00 | 772.54 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $208k | 424.00 | 490.38 | |
| Federated Hermes CL B (FHI) | 0.0 | $208k | 4.0k | 51.93 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $206k | 2.6k | 78.91 | |
| Goldman Sachs (GS) | 0.0 | $204k | 256.00 | 796.65 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $202k | 3.1k | 65.92 | |
| GSK Sponsored Adr (GSK) | 0.0 | $201k | 4.7k | 43.16 |
