Gyl Financial Synergies

Gyl Financial Synergies as of Dec. 31, 2023

Portfolio Holdings for Gyl Financial Synergies

Gyl Financial Synergies holds 365 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.6 $92M 626k 147.14
Microsoft Corporation (MSFT) 4.3 $52M 139k 376.04
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.1 $50M 316k 157.80
Apple (AAPL) 3.3 $40M 210k 192.53
Ishares Tr Core Total Usd (IUSB) 2.8 $34M 742k 46.07
JPMorgan Chase & Co. (JPM) 2.1 $26M 151k 170.10
Amazon (AMZN) 2.1 $25M 167k 151.94
Alphabet Cap Stk Cl A (GOOGL) 1.9 $22M 161k 139.69
Ishares Msci Emrg Chn (EMXC) 1.5 $18M 320k 55.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $17M 36k 475.31
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $17M 33k 507.38
Ishares Tr Cohen Steer Reit (ICF) 1.4 $16M 278k 58.73
Procter & Gamble Company (PG) 1.3 $16M 110k 146.54
Goldman Sachs (GS) 1.3 $16M 42k 385.77
Ishares Tr Us Sml Cap Eqt (SMLF) 1.3 $16M 263k 58.82
Meta Platforms Cl A (META) 1.1 $14M 39k 353.96
Iqvia Holdings (IQV) 1.1 $13M 57k 231.38
Philip Morris International (PM) 1.1 $13M 140k 94.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $13M 35k 356.66
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $12M 113k 108.25
Chevron Corporation (CVX) 1.0 $12M 80k 149.16
Visa Com Cl A (V) 1.0 $12M 46k 260.35
Eli Lilly & Co. (LLY) 1.0 $12M 20k 582.93
Alphabet Cap Stk Cl C (GOOG) 1.0 $12M 83k 140.93
Ishares Tr Core S&p500 Etf (IVV) 0.9 $11M 23k 477.63
Pfizer (PFE) 0.9 $11M 377k 28.79
Citigroup Com New (C) 0.9 $11M 210k 51.44
Broadcom (AVGO) 0.8 $10M 9.0k 1116.28
Zimmer Holdings (ZBH) 0.8 $10M 82k 121.70
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $9.8M 176k 55.67
Ishares Tr Ishares Biotech (IBB) 0.8 $9.4M 69k 135.85
Select Sector Spdr Tr Energy (XLE) 0.8 $9.4M 112k 83.84
Ishares Tr National Mun Etf (MUB) 0.7 $9.0M 83k 108.41
Johnson & Johnson (JNJ) 0.7 $9.0M 57k 156.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $8.8M 37k 237.22
Vanguard Wellington Us Quality (VFQY) 0.7 $8.8M 70k 126.47
Zoetis Cl A (ZTS) 0.7 $8.7M 44k 197.37
Simon Property (SPG) 0.7 $8.6M 60k 142.64
Pepsi (PEP) 0.7 $8.0M 47k 169.84
Hilton Worldwide Holdings (HLT) 0.6 $7.8M 43k 182.09
Vanguard World Fds Health Car Etf (VHT) 0.6 $7.4M 30k 250.70
UnitedHealth (UNH) 0.6 $7.0M 13k 526.48
Ge Healthcare Technologies I Common Stock (GEHC) 0.6 $6.9M 90k 77.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $6.7M 16k 409.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $6.6M 15k 436.81
BlackRock 0.5 $6.5M 8.1k 811.77
Marriott Intl Cl A (MAR) 0.5 $6.4M 28k 225.51
Ishares Gold Tr Ishares New (IAU) 0.5 $6.3M 160k 39.03
Vertex Pharmaceuticals Incorporated (VRTX) 0.5 $6.2M 15k 406.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $6.1M 128k 47.90
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.5 $6.0M 75k 80.15
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $5.9M 21k 277.15
Merck & Co (MRK) 0.5 $5.9M 54k 109.02
Kinder Morgan (KMI) 0.5 $5.8M 329k 17.64
NVIDIA Corporation (NVDA) 0.5 $5.8M 12k 495.21
Ishares Tr Mbs Etf (MBB) 0.5 $5.6M 60k 94.08
Abbvie (ABBV) 0.4 $5.3M 34k 154.97
Cadence Design Systems (CDNS) 0.4 $5.2M 19k 272.37
Exxon Mobil Corporation (XOM) 0.4 $5.2M 52k 99.98
Accenture Plc Ireland Shs Class A (ACN) 0.4 $5.1M 15k 350.91
Lockheed Martin Corporation (LMT) 0.4 $5.0M 11k 453.23
Devon Energy Corporation (DVN) 0.4 $5.0M 110k 45.30
Netflix (NFLX) 0.4 $4.8M 9.9k 486.90
Booking Holdings (BKNG) 0.4 $4.8M 1.4k 3547.22
Union Pacific Corporation (UNP) 0.4 $4.8M 19k 245.62
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $4.7M 28k 170.40
American Express Company (AXP) 0.4 $4.5M 24k 187.34
Shell Spon Ads (SHEL) 0.4 $4.5M 68k 65.80
American Tower Reit (AMT) 0.4 $4.4M 21k 215.88
At&t (T) 0.4 $4.4M 261k 16.78
Boston Properties (BXP) 0.3 $4.2M 60k 70.17
Cummins (CMI) 0.3 $4.2M 18k 239.57
Chipotle Mexican Grill (CMG) 0.3 $4.2M 1.8k 2286.96
Verizon Communications (VZ) 0.3 $4.1M 109k 37.70
Select Sector Spdr Tr Technology (XLK) 0.3 $4.1M 21k 192.48
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.3 $4.1M 41k 99.12
ConAgra Foods (CAG) 0.3 $3.9M 136k 28.66
Home Depot (HD) 0.3 $3.8M 11k 346.56
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $3.8M 50k 76.13
Coca-Cola Company (KO) 0.3 $3.8M 64k 58.93
Honeywell International (HON) 0.3 $3.8M 18k 209.71
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $3.8M 328k 11.47
Costco Wholesale Corporation (COST) 0.3 $3.6M 5.5k 660.05
Ishares Tr Asia 50 Etf (AIA) 0.3 $3.6M 62k 57.97
Microchip Technology (MCHP) 0.3 $3.4M 37k 90.18
Ameriprise Financial (AMP) 0.3 $3.4M 8.8k 379.83
Global X Fds Us Pfd Etf (PFFD) 0.3 $3.3M 171k 19.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $3.3M 80k 41.10
Palantir Technologies Cl A (PLTR) 0.3 $3.2M 188k 17.17
Wal-Mart Stores (WMT) 0.3 $3.2M 20k 157.65
International Business Machines (IBM) 0.3 $3.1M 19k 163.55
Brink's Company (BCO) 0.3 $3.1M 36k 87.95
Danaher Corporation (DHR) 0.3 $3.1M 14k 231.33
Unilever Spon Adr New (UL) 0.3 $3.0M 63k 48.48
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $3.0M 30k 99.74
Nike CL B (NKE) 0.2 $2.9M 27k 108.57
Southern Company (SO) 0.2 $2.8M 40k 70.12
General Mills (GIS) 0.2 $2.8M 43k 65.14
McKesson Corporation (MCK) 0.2 $2.7M 5.9k 462.98
PNC Financial Services (PNC) 0.2 $2.7M 18k 154.85
Prologis (PLD) 0.2 $2.6M 19k 133.30
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.5M 11k 232.65
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $2.5M 121k 20.71
Regeneron Pharmaceuticals (REGN) 0.2 $2.4M 2.8k 878.29
United Parcel Service CL B (UPS) 0.2 $2.4M 15k 157.23
Select Sector Spdr Tr Financial (XLF) 0.2 $2.4M 63k 37.60
Raymond James Financial (RJF) 0.2 $2.4M 21k 111.50
Air Products & Chemicals (APD) 0.2 $2.4M 8.6k 273.80
Quest Diagnostics Incorporated (DGX) 0.2 $2.3M 17k 137.88
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $2.3M 41k 56.14
Freeport-mcmoran CL B (FCX) 0.2 $2.3M 54k 42.57
Ishares Tr Core Msci Eafe (IEFA) 0.2 $2.2M 31k 70.35
Parker-Hannifin Corporation (PH) 0.2 $2.2M 4.7k 460.70
Quanta Services (PWR) 0.2 $2.1M 9.9k 215.80
Cisco Systems (CSCO) 0.2 $2.1M 42k 50.52
Mondelez Intl Cl A (MDLZ) 0.2 $2.1M 29k 72.43
Camden Ppty Tr Sh Ben Int (CPT) 0.2 $2.1M 21k 99.29
Ishares Tr Short Treas Bd (SHV) 0.2 $2.1M 19k 110.13
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.2 $2.1M 44k 47.09
Intercontinental Exchange (ICE) 0.2 $2.1M 16k 128.43
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.2 $2.1M 39k 52.52
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $2.1M 43k 47.56
Deere & Company (DE) 0.2 $2.1M 5.1k 399.87
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $2.0M 79k 25.30
Digital Realty Trust (DLR) 0.2 $2.0M 15k 134.58
Knight-swift Transn Hldgs In Cl A (KNX) 0.2 $2.0M 34k 57.65
Emerson Electric (EMR) 0.2 $1.9M 20k 97.33
Udr (UDR) 0.2 $1.9M 50k 38.29
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $1.8M 3.7k 489.99
Hologic (HOLX) 0.1 $1.8M 25k 71.45
Public Storage (PSA) 0.1 $1.8M 5.8k 305.00
Abbott Laboratories (ABT) 0.1 $1.8M 16k 110.07
Msci (MSCI) 0.1 $1.8M 3.1k 565.65
3M Company (MMM) 0.1 $1.7M 16k 109.32
Servicenow (NOW) 0.1 $1.7M 2.4k 706.49
S&p Global (SPGI) 0.1 $1.7M 3.8k 440.52
Welltower Inc Com reit (WELL) 0.1 $1.7M 19k 90.17
Invitation Homes (INVH) 0.1 $1.7M 49k 34.11
M&T Bank Corporation (MTB) 0.1 $1.7M 12k 137.08
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.6M 21k 75.35
Mid-America Apartment (MAA) 0.1 $1.6M 12k 134.46
Duke Energy Corp Com New (DUK) 0.1 $1.6M 16k 97.04
Diageo Spon Adr New (DEO) 0.1 $1.6M 11k 145.66
Gaming & Leisure Pptys (GLPI) 0.1 $1.6M 32k 49.35
Caterpillar (CAT) 0.1 $1.6M 5.3k 295.65
Totalenergies Se Sponsored Ads (TTE) 0.1 $1.5M 23k 67.38
Norfolk Southern (NSC) 0.1 $1.5M 6.5k 236.38
DTE Energy Company (DTE) 0.1 $1.5M 14k 110.26
Kimco Realty Corporation (KIM) 0.1 $1.5M 71k 21.31
Verisk Analytics (VRSK) 0.1 $1.5M 6.3k 238.86
Laboratory Corp Amer Hldgs Com New 0.1 $1.5M 6.6k 227.29
Walt Disney Company (DIS) 0.1 $1.4M 16k 90.29
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.1 $1.4M 79k 18.05
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.4M 7.1k 200.71
Automatic Data Processing (ADP) 0.1 $1.4M 6.0k 232.99
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $1.4M 5.1k 270.79
Bristol Myers Squibb (BMY) 0.1 $1.4M 27k 51.31
Linde SHS (LIN) 0.1 $1.3M 3.3k 410.71
Bank of America Corporation (BAC) 0.1 $1.3M 40k 33.67
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.3M 18k 75.10
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.3M 23k 58.33
Healthcare Rlty Tr Cl A Com (HR) 0.1 $1.3M 75k 17.23
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $1.3M 28k 45.69
Starbucks Corporation (SBUX) 0.1 $1.3M 13k 96.01
Eastman Chemical Company (EMN) 0.1 $1.3M 14k 89.82
Adobe Systems Incorporated (ADBE) 0.1 $1.3M 2.1k 596.74
Dell Technologies CL C (DELL) 0.1 $1.3M 16k 76.50
Xcel Energy (XEL) 0.1 $1.2M 20k 61.91
Eaton Corp SHS (ETN) 0.1 $1.2M 5.1k 240.81
ON Semiconductor (ON) 0.1 $1.2M 15k 83.53
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.1 $1.2M 24k 50.53
Oracle Corporation (ORCL) 0.1 $1.2M 11k 105.43
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.2M 47k 24.79
Metropcs Communications (TMUS) 0.1 $1.2M 7.3k 160.33
Archer Daniels Midland Company (ADM) 0.1 $1.1M 16k 72.22
Fortrea Hldgs Common Stock (FTRE) 0.1 $1.1M 33k 34.90
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.1M 3.6k 303.18
Listed Fd Tr Horizon Kinetics (INFL) 0.1 $1.1M 34k 31.47
United Rentals (URI) 0.1 $1.1M 1.8k 573.42
Qualcomm (QCOM) 0.1 $1.0M 7.0k 144.64
Pvh Corporation (PVH) 0.1 $994k 8.1k 122.12
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $992k 31k 32.17
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $964k 13k 72.03
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $951k 31k 31.19
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $947k 14k 66.38
Paypal Holdings (PYPL) 0.1 $945k 15k 61.41
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $940k 4.9k 190.96
Tesla Motors (TSLA) 0.1 $932k 3.7k 248.48
Intel Corporation (INTC) 0.1 $909k 18k 50.25
Bank of New York Mellon Corporation (BK) 0.1 $906k 17k 52.05
Raytheon Technologies Corp (RTX) 0.1 $894k 11k 84.14
BP Sponsored Adr (BP) 0.1 $881k 25k 35.40
Cigna Corp (CI) 0.1 $875k 2.9k 299.44
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $871k 2.3k 376.87
Motorola Solutions Com New (MSI) 0.1 $843k 2.7k 313.06
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $841k 6.2k 136.39
McDonald's Corporation (MCD) 0.1 $835k 2.8k 296.56
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $812k 8.9k 91.39
Amgen (AMGN) 0.1 $810k 2.8k 288.06
GSK Sponsored Adr (GSK) 0.1 $793k 21k 37.06
Allstate Corporation (ALL) 0.1 $793k 5.7k 139.98
FedEx Corporation (FDX) 0.1 $790k 3.1k 252.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $776k 11k 73.55
Carrier Global Corporation (CARR) 0.1 $761k 13k 57.45
Gilead Sciences (GILD) 0.1 $742k 9.2k 81.01
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $740k 9.6k 77.02
Loews Corporation (L) 0.1 $731k 11k 69.59
Mastercard Incorporated Cl A (MA) 0.1 $724k 1.7k 426.49
General Electric Com New (GE) 0.1 $723k 5.7k 127.62
Republic Services (RSG) 0.1 $718k 4.4k 164.93
Sanofi Sponsored Adr (SNY) 0.1 $707k 14k 49.73
Ishares Core Msci Emkt (IEMG) 0.1 $698k 14k 50.58
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $664k 8.6k 77.51
Ishares Tr Rus 1000 Etf (IWB) 0.1 $664k 2.5k 262.26
Medtronic SHS (MDT) 0.1 $660k 8.0k 82.38
Boeing Company (BA) 0.1 $658k 2.5k 260.70
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $654k 6.6k 99.79
Apollo Global Mgmt (APO) 0.1 $646k 6.9k 93.19
Ishares Tr Broad Usd High (USHY) 0.1 $636k 18k 36.35
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $631k 6.0k 105.23
FactSet Research Systems (FDS) 0.1 $623k 1.3k 477.05
CSX Corporation (CSX) 0.1 $614k 18k 34.67
Dominion Resources (D) 0.1 $614k 13k 47.00
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $612k 9.8k 62.66
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $587k 3.6k 165.27
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $575k 3.2k 178.83
Rio Tinto Sponsored Adr (RIO) 0.0 $566k 7.6k 74.46
Colgate-Palmolive Company (CL) 0.0 $565k 7.1k 79.71
Texas Instruments Incorporated (TXN) 0.0 $557k 3.3k 170.46
Nextera Energy (NEE) 0.0 $544k 9.0k 60.74
Comcast Corp Cl A (CMCSA) 0.0 $536k 12k 43.85
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $535k 13k 40.21
salesforce (CRM) 0.0 $533k 2.0k 263.14
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $530k 13k 40.68
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $529k 11k 50.23
Expro Group Holdings Nv (XPRO) 0.0 $517k 33k 15.92
Monster Beverage Corp (MNST) 0.0 $512k 8.9k 57.61
AES Corporation (AES) 0.0 $511k 27k 19.25
Electronic Arts (EA) 0.0 $507k 3.7k 136.79
Spdr Ser Tr S&p Kensho New (KOMP) 0.0 $497k 11k 46.70
Hormel Foods Corporation (HRL) 0.0 $496k 15k 32.11
ConocoPhillips (COP) 0.0 $485k 4.2k 116.07
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $475k 4.9k 96.84
General Dynamics Corporation (GD) 0.0 $470k 1.8k 259.71
Vistaoutdoor (VSTO) 0.0 $470k 16k 29.57
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $470k 6.0k 77.73
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $466k 11k 42.85
Ingersoll Rand (IR) 0.0 $466k 6.0k 77.34
Realty Income (O) 0.0 $465k 8.1k 57.42
Alcoa (AA) 0.0 $461k 14k 34.00
Spdr Gold Tr Gold Shs (GLD) 0.0 $461k 2.4k 191.13
PPG Industries (PPG) 0.0 $460k 3.1k 149.55
AutoNation (AN) 0.0 $457k 3.0k 150.16
Sempra Energy (SRE) 0.0 $447k 6.0k 74.73
Thermo Fisher Scientific (TMO) 0.0 $441k 831.00 530.84
Ishares Tr Select Divid Etf (DVY) 0.0 $424k 3.6k 117.22
Webster Financial Corporation (WBS) 0.0 $421k 8.3k 50.76
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $420k 4.0k 104.46
Paramount Global Class B Com (PARA) 0.0 $418k 28k 14.79
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $414k 5.3k 78.13
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $414k 3.6k 115.09
Ishares Tr Eafe Value Etf (EFV) 0.0 $407k 7.8k 52.10
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $400k 7.7k 52.00
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $396k 4.3k 91.41
Ishares Tr Core High Dv Etf (HDV) 0.0 $394k 3.9k 101.99
Illinois Tool Works (ITW) 0.0 $392k 1.5k 261.94
First Industrial Realty Trust (FR) 0.0 $391k 7.4k 52.67
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $384k 5.9k 65.38
Target Corporation (TGT) 0.0 $364k 2.6k 142.42
Palo Alto Networks (PANW) 0.0 $361k 1.2k 294.88
Haleon Spon Ads (HLN) 0.0 $359k 44k 8.23
Ishares Esg Awr Msci Em (ESGE) 0.0 $353k 11k 32.06
Trane Technologies SHS (TT) 0.0 $352k 1.4k 243.90
Otis Worldwide Corp (OTIS) 0.0 $342k 3.8k 89.48
Veralto Corp Com Shs (VLTO) 0.0 $340k 4.1k 82.26
Novartis Sponsored Adr (NVS) 0.0 $338k 3.3k 100.97
Enterprise Products Partners (EPD) 0.0 $335k 13k 26.35
AutoZone (AZO) 0.0 $334k 129.00 2585.61
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $332k 686.00 484.00
CoStar (CSGP) 0.0 $329k 3.8k 87.39
Corning Incorporated (GLW) 0.0 $329k 11k 30.45
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $327k 4.1k 79.22
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $326k 2.8k 116.29
PGT 0.0 $320k 7.9k 40.70
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $311k 4.0k 77.39
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $303k 6.3k 47.74
Coupang Cl A (CPNG) 0.0 $300k 19k 16.19
Select Sector Spdr Tr Indl (XLI) 0.0 $297k 2.6k 113.99
Capital One Financial (COF) 0.0 $286k 2.2k 131.12
Lowe's Companies (LOW) 0.0 $285k 1.3k 222.55
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $283k 3.1k 91.05
Casey's General Stores (CASY) 0.0 $283k 1.0k 274.74
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $279k 5.3k 52.20
New Mountain Finance Corp (NMFC) 0.0 $278k 22k 12.72
Ingredion Incorporated (INGR) 0.0 $277k 2.6k 108.53
Texas Roadhouse (TXRH) 0.0 $277k 2.3k 122.23
Emcor (EME) 0.0 $276k 1.3k 215.43
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $274k 9.8k 27.99
LKQ Corporation (LKQ) 0.0 $273k 5.7k 47.79
A. O. Smith Corporation (AOS) 0.0 $272k 3.3k 82.44
Elf Beauty (ELF) 0.0 $268k 1.9k 144.34
Altria (MO) 0.0 $264k 6.5k 40.34
Nuveen Muni Value Fund (NUV) 0.0 $264k 31k 8.60
WESCO International (WCC) 0.0 $263k 1.5k 173.88
Blackstone Group Inc Com Cl A (BX) 0.0 $262k 2.0k 130.90
United Cmnty Bks Ga Cap Stk (UCB) 0.0 $261k 8.9k 29.26
Dick's Sporting Goods (DKS) 0.0 $261k 1.8k 146.95
Myr (MYRG) 0.0 $255k 1.8k 144.63
Yeti Hldgs (YETI) 0.0 $253k 4.9k 51.78
Fair Isaac Corporation (FICO) 0.0 $253k 217.00 1164.01
Super Micro Computer 0.0 $252k 885.00 284.26
Berry Plastics (BERY) 0.0 $251k 3.7k 67.39
Encompass Health Corp (EHC) 0.0 $250k 3.7k 66.72
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $250k 6.2k 40.06
Phillips 66 (PSX) 0.0 $247k 1.9k 133.14
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $246k 1.5k 164.40
Vanguard Index Fds Small Cp Etf (VB) 0.0 $241k 1.1k 213.33
National Fuel Gas (NFG) 0.0 $241k 4.8k 50.17
CVS Caremark Corporation (CVS) 0.0 $240k 3.0k 78.96
Wisdomtree Tr Intl Equity Fd (DWM) 0.0 $240k 4.6k 52.51
Selective Insurance (SIGI) 0.0 $239k 2.4k 99.48
Packaging Corporation of America (PKG) 0.0 $238k 1.5k 162.91
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.0 $238k 4.8k 49.26
Paychex (PAYX) 0.0 $237k 2.0k 119.11
Tenet Healthcare Corp Com New (THC) 0.0 $234k 3.1k 75.57
Synopsys (SNPS) 0.0 $234k 454.00 514.91
Oneok (OKE) 0.0 $233k 3.3k 70.21
Wells Fargo & Company (WFC) 0.0 $232k 4.7k 49.22
Asml Holding N V N Y Registry Shs (ASML) 0.0 $230k 304.00 756.92
Select Sector Spdr Tr Communication (XLC) 0.0 $230k 3.2k 72.65
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $228k 5.7k 40.12
Vanguard Index Fds Value Etf (VTV) 0.0 $227k 1.5k 149.50
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $227k 3.7k 61.90
Intuit (INTU) 0.0 $225k 361.00 624.49
EastGroup Properties (EGP) 0.0 $225k 1.2k 183.54
Spdr Ser Tr S&p Biotech (XBI) 0.0 $224k 2.5k 89.29
Becton, Dickinson and (BDX) 0.0 $223k 916.00 243.83
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $223k 5.0k 44.62
Rbc Cad (RY) 0.0 $223k 2.2k 101.13
Science App Int'l (SAIC) 0.0 $221k 1.8k 124.32
Micron Technology (MU) 0.0 $219k 2.6k 85.35
Brown & Brown (BRO) 0.0 $216k 3.0k 71.11
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $214k 2.2k 95.32
Toronto Dominion Bk Ont Com New (TD) 0.0 $214k 3.3k 64.62
Quaker Chemical Corporation (KWR) 0.0 $213k 1.0k 213.42
Dupont De Nemours (DD) 0.0 $213k 2.8k 76.93
SYSCO Corporation (SYY) 0.0 $212k 2.9k 73.13
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $211k 6.8k 31.01
Airbnb Com Cl A (ABNB) 0.0 $210k 1.5k 136.14
American Homes 4 Rent Cl A (AMH) 0.0 $209k 5.8k 35.96
Kenvue (KVUE) 0.0 $207k 9.6k 21.53
Northrop Grumman Corporation (NOC) 0.0 $207k 442.00 468.14
RBB Motley Fool Gbl (TMFG) 0.0 $207k 7.4k 27.82
Avery Dennison Corporation (AVY) 0.0 $206k 1.0k 202.16
Charles Schwab Corporation (SCHW) 0.0 $206k 3.0k 68.80
International Paper Company (IP) 0.0 $204k 5.7k 36.15
Cdw (CDW) 0.0 $203k 894.00 227.23
Portland Gen Elec Com New (POR) 0.0 $203k 4.7k 43.34
Applied Industrial Technologies (AIT) 0.0 $202k 1.2k 172.69
W.R. Berkley Corporation (WRB) 0.0 $201k 2.8k 70.72
Axcelis Technologies Com New (ACLS) 0.0 $201k 1.5k 129.69
Lakeland Ban 0.0 $153k 10k 14.79
Bgc Group Cl A (BGC) 0.0 $149k 21k 7.22
Monroe Cap (MRCC) 0.0 $128k 18k 7.06
Stitch Fix Com Cl A (SFIX) 0.0 $58k 16k 3.57