Gyl Financial Synergies

Gyl Financial Synergies as of March 31, 2024

Portfolio Holdings for Gyl Financial Synergies

Gyl Financial Synergies holds 365 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL) 8.1 $103M 629k 164.35
Microsoft Corporation (MSFT) 4.6 $59M 139k 420.72
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.2 $54M 316k 169.37
Apple (AAPL) 2.9 $37M 218k 171.48
JPMorgan Chase & Co. (JPM) 2.5 $32M 158k 200.30
Amazon (AMZN) 2.4 $31M 171k 180.38
Ishares Tr Core Total Usd (IUSB) 2.0 $25M 546k 45.59
Alphabet Cap Stk Cl A (GOOGL) 1.8 $23M 152k 150.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $20M 38k 523.07
Meta Platforms Cl A (META) 1.5 $19M 39k 485.58
Ishares Msci Emrg Chn (EMXC) 1.5 $19M 328k 57.57
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $18M 33k 556.40
Procter & Gamble Company (PG) 1.4 $18M 110k 162.25
Goldman Sachs (GS) 1.3 $17M 40k 417.69
Ishares Tr Us Sml Cap Eqt (SMLF) 1.3 $17M 263k 63.58
Eli Lilly & Co. (LLY) 1.2 $16M 21k 777.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $15M 36k 420.52
NVIDIA Corporation (NVDA) 1.1 $15M 16k 903.55
Iqvia Holdings (IQV) 1.1 $14M 57k 252.89
Citigroup Com New (C) 1.0 $13M 209k 63.24
Philip Morris International (PM) 1.0 $13M 141k 91.62
Visa Com Cl A (V) 1.0 $13M 46k 279.08
Chevron Corporation (CVX) 1.0 $13M 81k 157.74
Ishares Tr Core S&p500 Etf (IVV) 1.0 $13M 24k 525.73
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $13M 249k 50.17
Broadcom (AVGO) 0.9 $12M 8.8k 1325.41
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $11M 182k 61.05
Zimmer Holdings (ZBH) 0.8 $11M 82k 131.98
Ge Healthcare Technologies I Common Stock (GEHC) 0.8 $11M 117k 90.91
Select Sector Spdr Tr Energy (XLE) 0.8 $11M 111k 94.41
Alphabet Cap Stk Cl C (GOOG) 0.8 $10M 68k 152.26
Vanguard Wellington Us Quality (VFQY) 0.7 $9.5M 69k 136.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $9.5M 37k 259.90
Ishares Tr Ishares Biotech (IBB) 0.7 $9.5M 69k 137.22
Simon Property (SPG) 0.7 $9.4M 60k 156.49
Pfizer (PFE) 0.7 $9.4M 338k 27.75
Hilton Worldwide Holdings (HLT) 0.7 $9.1M 43k 213.31
Ishares Tr Cohen Steer Reit (ICF) 0.7 $8.5M 148k 57.70
Merck & Co (MRK) 0.6 $8.1M 61k 131.95
Pepsi (PEP) 0.6 $8.0M 46k 175.01
Vanguard World Health Car Etf (VHT) 0.6 $7.9M 29k 270.52
Zoetis Cl A (ZTS) 0.6 $7.6M 45k 169.21
Johnson & Johnson (JNJ) 0.6 $7.4M 47k 158.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $7.2M 16k 444.02
Marriott Intl Cl A (MAR) 0.6 $7.1M 28k 252.31
Netflix (NFLX) 0.5 $6.8M 11k 607.35
Abbvie (ABBV) 0.5 $6.7M 37k 182.10
BlackRock (BLK) 0.5 $6.7M 8.0k 833.69
Ishares Gold Tr Ishares New (IAU) 0.5 $6.6M 157k 42.01
UnitedHealth (UNH) 0.5 $6.6M 13k 494.69
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $6.5M 107k 60.74
Vertex Pharmaceuticals Incorporated (VRTX) 0.5 $6.3M 15k 418.01
Cadence Design Systems (CDNS) 0.5 $6.2M 20k 311.28
Exxon Mobil Corporation (XOM) 0.5 $6.1M 53k 116.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $6.0M 12k 480.71
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $5.9M 53k 110.52
Kinder Morgan (KMI) 0.5 $5.9M 321k 18.34
Devon Energy Corporation (DVN) 0.4 $5.5M 109k 50.18
Ishares Tr Mbs Etf (MBB) 0.4 $5.5M 59k 92.42
American Express Company (AXP) 0.4 $5.3M 23k 227.69
Chipotle Mexican Grill (CMG) 0.4 $5.3M 1.8k 2906.77
Accenture Plc Ireland Shs Class A (ACN) 0.4 $5.1M 15k 346.61
Cummins (CMI) 0.4 $5.0M 17k 294.65
Lockheed Martin Corporation (LMT) 0.4 $5.0M 11k 454.87
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $5.0M 27k 182.61
Union Pacific Corporation (UNP) 0.4 $4.8M 19k 245.93
Verizon Communications (VZ) 0.4 $4.7M 113k 41.96
Shell Spon Ads (SHEL) 0.4 $4.7M 70k 67.04
Select Sector Spdr Tr Technology (XLK) 0.3 $4.4M 21k 208.27
Palantir Technologies Cl A (PLTR) 0.3 $4.4M 190k 23.01
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $4.3M 53k 80.63
Home Depot (HD) 0.3 $4.2M 11k 383.60
American Tower Reit (AMT) 0.3 $4.2M 21k 197.59
Costco Wholesale Corporation (COST) 0.3 $4.0M 5.5k 732.63
At&t (T) 0.3 $4.0M 227k 17.60
Ameriprise Financial (AMP) 0.3 $4.0M 9.1k 438.44
Coca-Cola Company (KO) 0.3 $4.0M 65k 61.18
Ishares Tr National Mun Etf (MUB) 0.3 $3.9M 37k 107.60
Boston Properties (BXP) 0.3 $3.9M 60k 65.31
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.3 $3.8M 39k 99.42
Wal-Mart Stores (WMT) 0.3 $3.8M 63k 60.17
International Business Machines (IBM) 0.3 $3.8M 20k 190.96
Parker-Hannifin Corporation (PH) 0.3 $3.7M 6.6k 555.79
ConAgra Foods (CAG) 0.3 $3.7M 124k 29.64
Ishares Tr Asia 50 Etf (AIA) 0.3 $3.6M 60k 60.71
Honeywell International (HON) 0.3 $3.6M 18k 205.25
Global X Fds Us Pfd Etf (PFFD) 0.3 $3.5M 173k 20.16
Dell Technologies CL C (DELL) 0.3 $3.4M 30k 114.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $3.3M 80k 41.77
Danaher Corporation (DHR) 0.3 $3.3M 13k 249.71
Brink's Company (BCO) 0.3 $3.3M 36k 92.38
McKesson Corporation (MCK) 0.3 $3.2M 5.9k 536.85
Unilever Spon Adr New (UL) 0.2 $3.2M 63k 50.19
Intercontinental Exchange (ICE) 0.2 $3.0M 22k 137.43
General Mills (GIS) 0.2 $2.9M 41k 69.97
Southern Company (SO) 0.2 $2.8M 39k 71.74
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $2.8M 28k 100.89
Raymond James Financial (RJF) 0.2 $2.7M 21k 128.42
Freeport-mcmoran CL B (FCX) 0.2 $2.7M 57k 47.02
Select Sector Spdr Tr Financial (XLF) 0.2 $2.6M 63k 42.12
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.6M 10k 249.87
Microchip Technology (MCHP) 0.2 $2.6M 29k 89.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $2.6M 44k 58.65
Booking Holdings (BKNG) 0.2 $2.6M 713.00 3627.88
Regeneron Pharmaceuticals (REGN) 0.2 $2.6M 2.7k 962.49
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $2.5M 213k 11.88
Servicenow (NOW) 0.2 $2.5M 3.2k 762.40
Nike CL B (NKE) 0.2 $2.4M 26k 93.98
Prologis (PLD) 0.2 $2.4M 19k 130.22
United Parcel Service CL B (UPS) 0.2 $2.4M 16k 148.63
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.2 $2.4M 40k 58.55
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $2.3M 29k 78.23
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $2.2M 111k 20.30
Quest Diagnostics Incorporated (DGX) 0.2 $2.2M 17k 133.11
Cisco Systems (CSCO) 0.2 $2.2M 44k 49.91
Diageo Spon Adr New (DEO) 0.2 $2.2M 15k 148.74
Emerson Electric (EMR) 0.2 $2.1M 19k 113.42
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $2.1M 45k 47.44
Mondelez Intl Cl A (MDLZ) 0.2 $2.1M 30k 70.00
Ishares Tr Short Treas Bd (SHV) 0.2 $2.1M 19k 110.54
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.2 $2.1M 44k 46.65
Hologic (HOLX) 0.2 $2.0M 26k 77.96
Caterpillar (CAT) 0.2 $2.0M 5.5k 366.46
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $2.0M 3.8k 522.88
Digital Realty Trust (DLR) 0.2 $2.0M 14k 144.04
Walt Disney Company (DIS) 0.2 $1.9M 16k 122.36
Udr (UDR) 0.1 $1.9M 50k 37.41
Lamar Advertising Cl A (LAMR) 0.1 $1.9M 16k 119.41
Abbott Laboratories (ABT) 0.1 $1.8M 16k 113.66
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.8M 25k 74.22
M&T Bank Corporation (MTB) 0.1 $1.8M 13k 145.44
Verisk Analytics (VRSK) 0.1 $1.8M 7.6k 235.73
Invitation Homes (INVH) 0.1 $1.8M 50k 35.61
Public Storage (PSA) 0.1 $1.8M 6.1k 290.06
Msci (MSCI) 0.1 $1.8M 3.1k 560.45
Welltower Inc Com reit (WELL) 0.1 $1.7M 19k 93.44
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.7M 21k 79.86
S&p Global (SPGI) 0.1 $1.7M 3.9k 425.45
Paychex (PAYX) 0.1 $1.6M 13k 122.80
Norfolk Southern (NSC) 0.1 $1.6M 6.4k 254.87
DTE Energy Company (DTE) 0.1 $1.6M 14k 112.14
Duke Energy Corp Com New (DUK) 0.1 $1.6M 17k 96.71
Kimco Realty Corporation (KIM) 0.1 $1.6M 80k 19.61
Bank of America Corporation (BAC) 0.1 $1.6M 41k 37.92
Totalenergies Se Sponsored Ads (TTE) 0.1 $1.6M 23k 68.83
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $1.5M 5.1k 304.71
Linde SHS (LIN) 0.1 $1.5M 3.3k 464.32
Mid-America Apartment (MAA) 0.1 $1.5M 12k 131.58
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.1 $1.5M 30k 50.39
Synopsys (SNPS) 0.1 $1.5M 2.6k 571.50
Arista Networks (ANET) 0.1 $1.5M 5.2k 289.98
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.5M 7.1k 210.30
Gaming & Leisure Pptys (GLPI) 0.1 $1.5M 32k 46.07
Eaton Corp SHS (ETN) 0.1 $1.5M 4.6k 312.67
Automatic Data Processing (ADP) 0.1 $1.4M 5.8k 249.76
Laboratory Corp Amer Hldgs Com New 0.1 $1.4M 6.5k 218.46
Oracle Corporation (ORCL) 0.1 $1.4M 11k 125.62
Fortrea Hldgs Common Stock (FTRE) 0.1 $1.4M 35k 40.14
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $1.4M 28k 48.77
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.4M 16k 84.44
Jacobs Engineering Group (J) 0.1 $1.3M 8.6k 153.73
Broadridge Financial Solutions (BR) 0.1 $1.3M 6.4k 204.87
Quanta Services (PWR) 0.1 $1.3M 5.0k 259.80
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.3M 51k 25.25
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.2M 3.7k 337.07
Qualcomm (QCOM) 0.1 $1.2M 7.3k 169.29
Bristol Myers Squibb (BMY) 0.1 $1.2M 23k 54.23
Centene Corporation (CNC) 0.1 $1.2M 16k 78.48
Metropcs Communications (TMUS) 0.1 $1.2M 7.2k 163.22
Cigna Corp (CI) 0.1 $1.2M 3.2k 363.22
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.2M 20k 58.07
Pvh Corporation (PVH) 0.1 $1.1M 8.1k 140.61
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $1.1M 44k 25.69
United Rentals (URI) 0.1 $1.1M 1.5k 721.11
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.1M 4.8k 228.59
Raytheon Technologies Corp (RTX) 0.1 $1.1M 11k 97.53
Adobe Systems Incorporated (ADBE) 0.1 $1.1M 2.1k 504.72
Vanguard World Consum Stp Etf (VDC) 0.1 $1.0M 5.1k 204.14
Paypal Holdings (PYPL) 0.1 $1.0M 15k 66.99
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $1.0M 14k 72.19
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.0M 13k 76.36
Bank of New York Mellon Corporation (BK) 0.1 $1.0M 17k 57.62
Archer Daniels Midland Company (ADM) 0.1 $993k 16k 62.81
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $978k 30k 32.68
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $975k 30k 32.23
General Electric Com New (GE) 0.1 $965k 5.5k 175.52
Motorola Solutions Com New (MSI) 0.1 $943k 2.7k 354.94
Xcel Energy (XEL) 0.1 $932k 17k 53.75
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $909k 6.2k 147.74
FedEx Corporation (FDX) 0.1 $902k 3.1k 289.71
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $900k 2.3k 397.76
GSK Sponsored Adr (GSK) 0.1 $900k 21k 42.87
Allstate Corporation (ALL) 0.1 $885k 5.1k 173.02
BP Sponsored Adr (BP) 0.1 $871k 23k 37.68
McDonald's Corporation (MCD) 0.1 $838k 3.0k 281.91
Republic Services (RSG) 0.1 $826k 4.3k 191.46
Loews Corporation (L) 0.1 $823k 11k 78.29
Amgen (AMGN) 0.1 $805k 2.8k 284.37
Mastercard Incorporated Cl A (MA) 0.1 $798k 1.7k 481.61
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $788k 11k 72.63
Intel Corporation (INTC) 0.1 $787k 18k 44.17
Apollo Global Mgmt (APO) 0.1 $766k 6.8k 112.44
Carrier Global Corporation (CARR) 0.1 $756k 13k 58.13
Ishares Tr Rus 1000 Etf (IWB) 0.1 $729k 2.5k 288.03
Tesla Motors (TSLA) 0.1 $729k 4.1k 175.79
Darden Restaurants (DRI) 0.1 $721k 4.3k 167.15
Camden Ppty Tr Sh Ben Int (CPT) 0.1 $708k 7.2k 98.40
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $691k 6.0k 115.30
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $688k 9.0k 76.67
Sanofi Sponsored Adr (SNY) 0.1 $685k 14k 48.60
Gilead Sciences (GILD) 0.1 $676k 9.2k 73.25
CSX Corporation (CSX) 0.1 $660k 18k 37.07
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $652k 3.6k 179.13
Colgate-Palmolive Company (CL) 0.1 $650k 7.2k 90.05
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $644k 9.8k 65.87
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $644k 7.0k 91.80
Starbucks Corporation (SBUX) 0.1 $643k 7.0k 91.39
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.0 $635k 36k 17.78
Texas Instruments Incorporated (TXN) 0.0 $614k 3.5k 174.21
salesforce (CRM) 0.0 $590k 2.0k 301.18
ConocoPhillips (COP) 0.0 $588k 4.6k 127.28
Spdr Ser Tr S&p Kensho New (KOMP) 0.0 $583k 12k 48.08
FactSet Research Systems (FDS) 0.0 $576k 1.3k 454.39
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $574k 5.7k 100.54
Ingersoll Rand (IR) 0.0 $572k 6.0k 94.95
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $561k 7.7k 72.36
Hormel Foods Corporation (HRL) 0.0 $553k 16k 34.89
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $550k 3.0k 183.89
Expro Group Holdings Nv (XPRO) 0.0 $549k 28k 19.97
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $545k 13k 41.08
Nextera Energy (NEE) 0.0 $528k 8.3k 63.91
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $525k 11k 48.30
Comcast Corp Cl A (CMCSA) 0.0 $522k 12k 43.35
Medtronic SHS (MDT) 0.0 $521k 6.0k 87.14
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $517k 12k 41.84
General Dynamics Corporation (GD) 0.0 $516k 1.8k 282.42
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $513k 6.1k 84.09
Monster Beverage Corp (MNST) 0.0 $512k 8.6k 59.28
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $509k 4.9k 103.78
Boeing Company (BA) 0.0 $502k 2.6k 193.02
Thermo Fisher Scientific (TMO) 0.0 $500k 860.00 581.28
AutoNation (AN) 0.0 $498k 3.0k 165.55
AES Corporation (AES) 0.0 $498k 28k 17.93
Deere & Company (DE) 0.0 $498k 1.2k 410.80
Spdr Gold Tr Gold Shs (GLD) 0.0 $496k 2.4k 205.68
Electronic Arts (EA) 0.0 $491k 3.7k 132.66
Palo Alto Networks (PANW) 0.0 $487k 1.7k 284.13
Rio Tinto Sponsored Adr (RIO) 0.0 $484k 7.6k 63.74
Dominion Resources (D) 0.0 $475k 9.7k 49.19
Ishares Core Msci Emkt (IEMG) 0.0 $468k 9.1k 51.60
Emcor (EME) 0.0 $460k 1.3k 350.20
Target Corporation (TGT) 0.0 $452k 2.6k 177.22
PPG Industries (PPG) 0.0 $447k 3.1k 144.90
Ishares Tr Select Divid Etf (DVY) 0.0 $446k 3.6k 123.17
Realty Income (O) 0.0 $438k 8.1k 54.10
Webster Financial Corporation (WBS) 0.0 $438k 8.6k 50.77
Trane Technologies SHS (TT) 0.0 $434k 1.4k 300.20
Sempra Energy (SRE) 0.0 $430k 6.0k 71.83
Ishares Tr Core High Dv Etf (HDV) 0.0 $425k 3.9k 110.21
Ishares Tr Eafe Value Etf (EFV) 0.0 $425k 7.8k 54.40
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $419k 3.7k 114.14
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $418k 5.3k 79.45
Wells Fargo & Company (WFC) 0.0 $417k 7.2k 57.96
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $416k 5.9k 70.72
Illinois Tool Works (ITW) 0.0 $407k 1.5k 268.33
AutoZone (AZO) 0.0 $407k 129.00 3151.65
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $399k 3.1k 127.12
Dick's Sporting Goods (DKS) 0.0 $399k 1.8k 224.86
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $397k 7.7k 51.60
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $390k 4.3k 89.90
Otis Worldwide Corp (OTIS) 0.0 $378k 3.8k 99.28
Micron Technology (MU) 0.0 $378k 3.2k 117.90
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $376k 4.1k 91.25
Veralto Corp Com Shs (VLTO) 0.0 $370k 4.2k 88.66
Elf Beauty (ELF) 0.0 $369k 1.9k 196.03
CoStar (CSGP) 0.0 $368k 3.8k 96.60
Haleon Spon Ads (HLN) 0.0 $366k 43k 8.49
Vanguard World Inf Tech Etf (VGT) 0.0 $365k 696.00 524.34
Ishares Tr Broad Usd High (USHY) 0.0 $361k 9.9k 36.59
Texas Roadhouse (TXRH) 0.0 $355k 2.3k 154.47
Stitch Fix Com Cl A (SFIX) 0.0 $354k 134k 2.64
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $351k 2.8k 125.33
Corning Incorporated (GLW) 0.0 $342k 10k 32.96
Lowe's Companies (LOW) 0.0 $336k 1.3k 254.73
Paramount Global Class B Com (PARA) 0.0 $335k 29k 11.77
Casey's General Stores (CASY) 0.0 $333k 1.0k 318.45
Tenet Healthcare Corp Com New (THC) 0.0 $331k 3.1k 105.11
Capital One Financial (COF) 0.0 $330k 2.2k 148.89
Select Sector Spdr Tr Indl (XLI) 0.0 $329k 2.6k 125.96
Novartis Sponsored Adr (NVS) 0.0 $325k 3.4k 96.73
Vanguard Index Fds Growth Etf (VUG) 0.0 $323k 939.00 344.20
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $315k 4.1k 77.73
Encompass Health Corp (EHC) 0.0 $315k 3.8k 82.58
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $314k 3.1k 100.81
A. O. Smith Corporation (AOS) 0.0 $311k 3.5k 89.46
LKQ Corporation (LKQ) 0.0 $310k 5.8k 53.41
Myr (MYRG) 0.0 $308k 1.7k 176.75
Phillips 66 (PSX) 0.0 $304k 1.9k 163.34
Crocs (CROX) 0.0 $301k 2.1k 143.80
Altria (MO) 0.0 $301k 6.9k 43.62
Ingredion Incorporated (INGR) 0.0 $299k 2.6k 116.85
Knight-swift Transn Hldgs In Cl A (KNX) 0.0 $287k 5.2k 55.02
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $287k 5.5k 52.16
Packaging Corporation of America (PKG) 0.0 $284k 1.5k 189.78
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $281k 5.6k 50.45
Waste Management (WM) 0.0 $280k 1.3k 213.15
Fair Isaac Corporation (FICO) 0.0 $276k 221.00 1249.61
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $275k 9.8k 28.04
WESCO International (WCC) 0.0 $273k 1.6k 171.28
Brown & Brown (BRO) 0.0 $272k 3.1k 87.54
Enterprise Products Partners (EPD) 0.0 $270k 9.3k 29.18
Nuveen Muni Value Fund (NUV) 0.0 $267k 31k 8.71
Progressive Corporation (PGR) 0.0 $259k 1.3k 206.85
Selective Insurance (SIGI) 0.0 $259k 2.4k 109.17
Super Micro Computer (SMCI) 0.0 $259k 256.00 1010.03
National Fuel Gas (NFG) 0.0 $256k 4.8k 53.72
W.R. Berkley Corporation (WRB) 0.0 $253k 2.9k 88.44
Intuit (INTU) 0.0 $252k 388.00 649.99
Eagle Materials (EXP) 0.0 $252k 927.00 271.75
SYSCO Corporation (SYY) 0.0 $252k 3.1k 81.17
American Homes 4 Rent Cl A (AMH) 0.0 $252k 6.8k 36.78
Stifel Financial (SF) 0.0 $252k 3.2k 78.17
Phinia Common Stock (PHIN) 0.0 $251k 6.5k 38.43
Airbnb Com Cl A (ABNB) 0.0 $250k 1.5k 164.96
Wisdomtree Tr Intl Equity Fd (DWM) 0.0 $250k 4.6k 54.80
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.0 $250k 4.8k 51.71
Vanguard Index Fds Value Etf (VTV) 0.0 $246k 1.5k 162.86
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $242k 1.4k 175.25
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $242k 6.1k 39.53
Kenvue (KVUE) 0.0 $240k 11k 21.46
Blackstone Group Inc Com Cl A (BX) 0.0 $239k 1.8k 131.35
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $238k 5.7k 41.87
United Cmnty Bks Ga Cap Stk (UCB) 0.0 $238k 9.1k 26.32
Avery Dennison Corporation (AVY) 0.0 $235k 1.1k 223.25
Science App Int'l (SAIC) 0.0 $235k 1.8k 130.39
Select Sector Spdr Tr Communication (XLC) 0.0 $233k 2.9k 81.65
Applied Industrial Technologies (AIT) 0.0 $233k 1.2k 197.55
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $232k 3.7k 63.33
Charles Schwab Corporation (SCHW) 0.0 $229k 3.2k 72.34
3M Company (MMM) 0.0 $228k 2.2k 106.09
Berry Plastics (BERY) 0.0 $228k 3.8k 60.48
Becton, Dickinson and (BDX) 0.0 $228k 921.00 247.45
RBB Motley Fool Gbl (TMFG) 0.0 $225k 7.4k 30.31
Paccar (PCAR) 0.0 $225k 1.8k 123.89
EastGroup Properties (EGP) 0.0 $224k 1.2k 179.77
International Paper Company (IP) 0.0 $224k 5.7k 39.02
Vertiv Holdings Com Cl A (VRT) 0.0 $223k 2.7k 81.67
Rbc Cad (RY) 0.0 $223k 2.2k 100.88
Spdr Ser Tr S&p Biotech (XBI) 0.0 $223k 2.3k 94.89
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $220k 4.5k 48.99
Northrop Grumman Corporation (NOC) 0.0 $215k 450.00 478.66
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $212k 2.2k 94.25
PNC Financial Services (PNC) 0.0 $210k 1.3k 161.60
Dupont De Nemours (DD) 0.0 $207k 2.7k 76.67
Quaker Chemical Corporation (KWR) 0.0 $205k 1.0k 205.25
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $205k 3.1k 65.65
CVS Caremark Corporation (CVS) 0.0 $204k 2.6k 79.76
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $202k 1.3k 158.81
Tempur-Pedic International (TPX) 0.0 $201k 3.5k 56.82
Yeti Hldgs (YETI) 0.0 $200k 5.2k 38.55
Toronto Dominion Bk Ont Com New (TD) 0.0 $200k 3.3k 60.38
New Mountain Finance Corp (NMFC) 0.0 $196k 15k 12.67
Monroe Cap (MRCC) 0.0 $180k 25k 7.20
Bgc Group Cl A (BGC) 0.0 $158k 20k 7.77
Ford Motor Company (F) 0.0 $137k 10k 13.28