Gyl Financial Synergies

Gyl Financial Synergies as of June 30, 2024

Portfolio Holdings for Gyl Financial Synergies

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.7 $100M 587k 170.76
Microsoft Corporation (MSFT) 4.8 $63M 140k 446.95
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.8 $50M 303k 164.28
Apple (AAPL) 3.6 $47M 224k 210.62
Amazon (AMZN) 2.6 $34M 177k 193.25
JPMorgan Chase & Co. (JPM) 2.4 $31M 155k 202.26
Alphabet Cap Stk Cl A (GOOGL) 2.2 $28M 153k 182.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $21M 39k 544.22
NVIDIA Corporation (NVDA) 1.6 $21M 168k 123.54
Meta Platforms Cl A (META) 1.5 $20M 39k 504.22
Eli Lilly & Co. (LLY) 1.4 $19M 21k 905.40
Ishares Msci Emrg Chn (EMXC) 1.4 $18M 309k 59.20
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $18M 33k 535.09
Procter & Gamble Company (PG) 1.3 $17M 105k 164.92
Goldman Sachs (GS) 1.3 $17M 38k 452.32
Ishares Tr Core Total Usd (IUSB) 1.2 $16M 348k 45.22
Ishares Tr Us Sml Cap Eqt (SMLF) 1.2 $15M 251k 61.21
Philip Morris International (PM) 1.2 $15M 149k 101.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $14M 35k 406.80
Citigroup Com New (C) 1.1 $14M 222k 63.46
Ishares Tr Core S&p500 Etf (IVV) 1.0 $13M 24k 547.24
Chevron Corporation (CVX) 1.0 $13M 83k 156.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $13M 258k 49.42
Alphabet Cap Stk Cl C (GOOG) 1.0 $13M 69k 183.42
Broadcom (AVGO) 1.0 $13M 7.8k 1605.47
Visa Com Cl A (V) 0.9 $12M 47k 262.47
Iqvia Holdings (IQV) 0.9 $12M 56k 211.44
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $11M 172k 62.87
Ge Healthcare Technologies I Common Stock (GEHC) 0.8 $9.8M 126k 77.92
Ishares Tr Ishares Biotech (IBB) 0.7 $9.6M 70k 137.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $9.4M 35k 267.51
American Tower Reit (AMT) 0.7 $9.3M 48k 194.38
Hilton Worldwide Holdings (HLT) 0.7 $9.3M 42k 218.20
Pfizer (PFE) 0.7 $9.2M 329k 27.98
Simon Property (SPG) 0.7 $9.2M 60k 151.80
Vanguard Wellington Us Quality (VFQY) 0.7 $9.0M 67k 134.09
Select Sector Spdr Tr Energy (XLE) 0.7 $9.0M 98k 91.15
Zimmer Holdings (ZBH) 0.7 $8.6M 80k 108.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $8.5M 18k 479.10
Zoetis Cl A (ZTS) 0.6 $8.2M 47k 173.36
Merck & Co (MRK) 0.6 $8.1M 65k 123.80
Vanguard World Health Car Etf (VHT) 0.6 $7.6M 29k 266.00
Netflix (NFLX) 0.6 $7.6M 11k 674.90
Pepsi (PEP) 0.6 $7.5M 45k 164.93
Vertex Pharmaceuticals Incorporated (VRTX) 0.5 $7.1M 15k 468.72
UnitedHealth (UNH) 0.5 $6.8M 13k 509.27
Marriott Intl Cl A (MAR) 0.5 $6.8M 28k 241.77
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $6.7M 13k 500.14
Ishares Gold Tr Ishares New (IAU) 0.5 $6.6M 151k 43.93
BlackRock (BLK) 0.5 $6.4M 8.1k 787.33
Abbvie (ABBV) 0.5 $6.4M 37k 171.52
Ishares Tr Cohen Steer Reit (ICF) 0.5 $6.4M 111k 57.29
Cadence Design Systems (CDNS) 0.5 $6.3M 20k 307.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $6.2M 106k 58.52
Select Sector Spdr Tr Technology (XLK) 0.5 $6.1M 27k 226.23
Exxon Mobil Corporation (XOM) 0.5 $6.0M 52k 115.12
Johnson & Johnson (JNJ) 0.5 $5.9M 40k 146.16
Chipotle Mexican Grill (CMG) 0.4 $5.8M 93k 62.65
McKesson Corporation (MCK) 0.4 $5.8M 9.9k 584.04
Global X Fds Us Pfd Etf (PFFD) 0.4 $5.6M 287k 19.68
Ishares Tr Mbs Etf (MBB) 0.4 $5.5M 59k 91.81
Shell Spon Ads (SHEL) 0.4 $5.4M 75k 72.18
American Express Company (AXP) 0.4 $5.4M 23k 231.55
Lockheed Martin Corporation (LMT) 0.4 $5.4M 12k 467.11
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $5.3M 49k 106.66
Verizon Communications (VZ) 0.4 $5.0M 120k 41.24
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $4.9M 27k 182.55
Cummins (CMI) 0.4 $4.9M 18k 276.93
Union Pacific Corporation (UNP) 0.4 $4.8M 21k 226.26
Diageo Spon Adr New (DEO) 0.4 $4.8M 38k 126.08
Palantir Technologies Cl A (PLTR) 0.4 $4.7M 187k 25.33
Costco Wholesale Corporation (COST) 0.4 $4.7M 5.5k 850.03
Devon Energy Corporation (DVN) 0.4 $4.6M 97k 47.40
Wal-Mart Stores (WMT) 0.3 $4.4M 66k 67.71
Coca-Cola Company (KO) 0.3 $4.3M 68k 63.65
Dell Technologies CL C (DELL) 0.3 $4.0M 29k 137.91
Ameriprise Financial (AMP) 0.3 $4.0M 9.3k 427.19
At&t (T) 0.3 $4.0M 207k 19.11
Home Depot (HD) 0.3 $3.9M 11k 344.24
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $3.9M 50k 77.76
Ishares Tr National Mun Etf (MUB) 0.3 $3.9M 36k 106.55
Ishares Tr Asia 50 Etf (AIA) 0.3 $3.8M 56k 67.11
Honeywell International (HON) 0.3 $3.7M 18k 213.55
Parker-Hannifin Corporation (PH) 0.3 $3.6M 7.1k 505.81
Unilever Spon Adr New (UL) 0.3 $3.6M 65k 54.99
Brink's Company (BCO) 0.3 $3.6M 35k 102.40
International Business Machines (IBM) 0.3 $3.6M 21k 172.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $3.6M 81k 43.76
Boston Properties (BXP) 0.3 $3.5M 57k 61.56
Danaher Corporation (DHR) 0.3 $3.5M 14k 249.84
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.3 $3.4M 34k 99.37
ConAgra Foods (CAG) 0.3 $3.3M 117k 28.42
Intercontinental Exchange (ICE) 0.2 $3.1M 22k 136.89
Southern Company (SO) 0.2 $3.0M 39k 77.57
Ge Aerospace Com New (GE) 0.2 $3.0M 19k 158.97
Kinder Morgan (KMI) 0.2 $2.9M 146k 19.87
Booking Holdings (BKNG) 0.2 $2.8M 711.00 3961.50
Regeneron Pharmaceuticals (REGN) 0.2 $2.8M 2.7k 1051.03
Freeport-mcmoran CL B (FCX) 0.2 $2.8M 57k 48.60
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $2.7M 46k 58.64
Servicenow (NOW) 0.2 $2.7M 3.4k 786.67
Select Sector Spdr Tr Financial (XLF) 0.2 $2.7M 65k 41.11
Raymond James Financial (RJF) 0.2 $2.6M 21k 123.61
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.6M 11k 242.11
United Parcel Service CL B (UPS) 0.2 $2.4M 18k 136.85
Mondelez Intl Cl A (MDLZ) 0.2 $2.4M 37k 65.44
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $2.3M 203k 11.55
Prologis (PLD) 0.2 $2.3M 21k 112.31
Udr (UDR) 0.2 $2.3M 56k 41.15
Quest Diagnostics Incorporated (DGX) 0.2 $2.3M 17k 136.88
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.2 $2.2M 40k 56.43
General Mills (GIS) 0.2 $2.2M 35k 63.26
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $2.1M 45k 47.37
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $2.1M 21k 100.08
Ishares Tr Short Treas Bd (SHV) 0.2 $2.1M 19k 110.50
Digital Realty Trust (DLR) 0.2 $2.1M 14k 152.05
Verisk Analytics (VRSK) 0.2 $2.1M 7.6k 269.55
DTE Energy Company (DTE) 0.2 $2.1M 19k 111.01
Emerson Electric (EMR) 0.2 $2.0M 19k 110.16
Lamar Advertising Cl A (LAMR) 0.2 $2.0M 17k 119.53
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.2 $2.0M 43k 46.33
Welltower Inc Com reit (WELL) 0.2 $2.0M 19k 104.25
M&T Bank Corporation (MTB) 0.1 $1.9M 13k 151.36
Public Storage (PSA) 0.1 $1.9M 6.7k 287.65
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $1.9M 97k 19.97
Builders FirstSource (BLDR) 0.1 $1.9M 14k 138.41
Hologic (HOLX) 0.1 $1.9M 26k 74.25
Arista Networks (ANET) 0.1 $1.9M 5.4k 350.48
Invitation Homes (INVH) 0.1 $1.9M 52k 35.89
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.1 $1.9M 27k 67.86
Microchip Technology (MCHP) 0.1 $1.8M 20k 91.50
S&p Global (SPGI) 0.1 $1.8M 4.1k 446.00
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.8M 25k 72.64
Nike CL B (NKE) 0.1 $1.8M 24k 75.37
Kimco Realty Corporation (KIM) 0.1 $1.8M 91k 19.46
Vertiv Holdings Com Cl A (VRT) 0.1 $1.7M 20k 86.57
Paychex (PAYX) 0.1 $1.7M 15k 118.56
Stifel Financial (SF) 0.1 $1.7M 20k 84.15
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.7M 64k 26.56
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $1.7M 5.1k 333.45
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.1 $1.7M 33k 50.28
Caterpillar (CAT) 0.1 $1.7M 5.0k 333.10
Synopsys (SNPS) 0.1 $1.7M 2.8k 595.06
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.6M 21k 78.33
Mid-America Apartment (MAA) 0.1 $1.6M 11k 142.61
Bank of America Corporation (BAC) 0.1 $1.6M 41k 39.77
Abbott Laboratories (ABT) 0.1 $1.6M 15k 103.91
Oracle Corporation (ORCL) 0.1 $1.6M 11k 141.20
Duke Energy Corp Com New (DUK) 0.1 $1.6M 16k 100.23
Qualcomm (QCOM) 0.1 $1.6M 7.9k 199.18
Walt Disney Company (DIS) 0.1 $1.6M 16k 99.29
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $1.5M 20k 75.86
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.5M 16k 92.54
Linde SHS (LIN) 0.1 $1.5M 3.3k 438.81
Blue Owl Capital Com Cl A (OWL) 0.1 $1.5M 82k 17.75
Totalenergies Se Sponsored Ads (TTE) 0.1 $1.4M 22k 66.68
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.4M 9.8k 145.75
Gaming & Leisure Pptys (GLPI) 0.1 $1.4M 31k 45.21
Spotify Technology S A SHS (SPOT) 0.1 $1.4M 4.5k 313.79
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.4M 6.9k 202.90
Eaton Corp SHS (ETN) 0.1 $1.4M 4.5k 313.54
Automatic Data Processing (ADP) 0.1 $1.4M 5.8k 238.71
Uber Technologies (UBER) 0.1 $1.4M 19k 72.68
Norfolk Southern (NSC) 0.1 $1.4M 6.4k 214.69
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.3M 3.7k 364.53
Toll Brothers (TOL) 0.1 $1.3M 12k 115.18
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $1.3M 29k 46.77
Raytheon Technologies Corp (RTX) 0.1 $1.3M 13k 100.39
Quanta Services (PWR) 0.1 $1.3M 5.1k 254.09
Jacobs Engineering Group (J) 0.1 $1.3M 9.1k 139.71
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.3M 5.7k 218.04
Adobe Systems Incorporated (ADBE) 0.1 $1.2M 2.1k 555.66
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.2M 20k 57.99
BP Sponsored Adr (BP) 0.1 $1.1M 31k 36.10
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $1.1M 15k 72.75
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $1.1M 43k 25.44
Cigna Corp (CI) 0.1 $1.1M 3.2k 330.57
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.1M 15k 72.05
Bank of New York Mellon Corporation (BK) 0.1 $1.0M 18k 59.89
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.0M 14k 76.58
Vanguard World Consum Stp Etf (VDC) 0.1 $1.0M 5.0k 203.03
Motorola Solutions Com New (MSI) 0.1 $998k 2.6k 386.01
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $955k 30k 31.55
FedEx Corporation (FDX) 0.1 $934k 3.1k 299.83
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $907k 29k 31.15
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $897k 2.3k 391.13
Archer Daniels Midland Company (ADM) 0.1 $893k 15k 60.45
Paypal Holdings (PYPL) 0.1 $867k 15k 58.03
Pvh Corporation (PVH) 0.1 $854k 8.1k 105.87
Republic Services (RSG) 0.1 $821k 4.2k 194.35
Carrier Global Corporation (CARR) 0.1 $820k 13k 63.08
Cisco Systems (CSCO) 0.1 $805k 17k 47.51
United Rentals (URI) 0.1 $804k 1.2k 646.73
Stitch Fix Com Cl A (SFIX) 0.1 $802k 193k 4.15
Tesla Motors (TSLA) 0.1 $801k 4.0k 197.89
GSK Sponsored Adr (GSK) 0.1 $799k 21k 38.50
Bristol Myers Squibb (BMY) 0.1 $793k 19k 41.53
Boeing Company (BA) 0.1 $790k 4.3k 182.03
Xcel Energy (XEL) 0.1 $789k 15k 53.41
Camden Ppty Tr Sh Ben Int (CPT) 0.1 $788k 7.2k 109.12
Loews Corporation (L) 0.1 $786k 11k 74.74
Apollo Global Mgmt (APO) 0.1 $781k 6.6k 118.06
McDonald's Corporation (MCD) 0.1 $775k 3.0k 254.83
Allstate Corporation (ALL) 0.1 $774k 4.8k 159.64
Ishares Tr Rus 1000 Etf (IWB) 0.1 $753k 2.5k 297.54
Mastercard Incorporated Cl A (MA) 0.1 $729k 1.7k 441.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $712k 6.0k 118.78
Darden Restaurants (DRI) 0.1 $711k 4.7k 151.32
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $704k 6.4k 110.35
Colgate-Palmolive Company (CL) 0.1 $703k 7.2k 97.04
Amgen (AMGN) 0.1 $687k 2.2k 312.51
Texas Instruments Incorporated (TXN) 0.1 $680k 3.5k 194.53
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $664k 7.2k 91.78
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $661k 8.6k 76.70
Starbucks Corporation (SBUX) 0.1 $660k 8.5k 77.85
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $637k 3.7k 174.46
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $636k 9.8k 64.95
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.0 $623k 35k 17.64
Spdr Ser Tr S&p Kensho New (KOMP) 0.0 $622k 14k 46.07
Palo Alto Networks (PANW) 0.0 $615k 1.8k 339.01
Nextera Energy (NEE) 0.0 $599k 8.5k 70.81
Medtronic SHS (MDT) 0.0 $595k 7.6k 78.71
CSX Corporation (CSX) 0.0 $594k 18k 33.45
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $570k 5.7k 100.65
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $561k 13k 42.59
Ingersoll Rand (IR) 0.0 $536k 5.9k 90.84
General Dynamics Corporation (GD) 0.0 $533k 1.8k 290.11
Spdr Gold Tr Gold Shs (GLD) 0.0 $532k 2.5k 214.97
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $528k 2.9k 182.42
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $528k 12k 43.31
FactSet Research Systems (FDS) 0.0 $512k 1.3k 408.27
Hormel Foods Corporation (HRL) 0.0 $511k 17k 30.49
Intel Corporation (INTC) 0.0 $502k 16k 30.97
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $501k 4.9k 102.29
Electronic Arts (EA) 0.0 $501k 3.6k 139.32
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $494k 6.1k 81.08
ConocoPhillips (COP) 0.0 $491k 4.3k 114.38
Ishares Core Msci Emkt (IEMG) 0.0 $486k 9.1k 53.53
AutoNation (AN) 0.0 $479k 3.0k 159.35
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $478k 11k 45.21
Realty Income (O) 0.0 $477k 9.0k 52.82
Thermo Fisher Scientific (TMO) 0.0 $474k 857.00 553.09
Emcor (EME) 0.0 $467k 1.3k 365.08
Ge Vernova (GEV) 0.0 $463k 2.7k 171.51
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $462k 6.8k 68.14
Deere & Company (DE) 0.0 $460k 1.2k 373.73
Sempra Energy (SRE) 0.0 $456k 6.0k 76.06
Monster Beverage Corp (MNST) 0.0 $432k 8.7k 49.95
salesforce (CRM) 0.0 $429k 1.7k 257.14
Micron Technology (MU) 0.0 $428k 3.3k 131.54
Trane Technologies SHS (TT) 0.0 $427k 1.3k 328.93
Accenture Plc Ireland Shs Class A (ACN) 0.0 $426k 1.4k 303.41
Comcast Corp Cl A (CMCSA) 0.0 $426k 11k 39.16
Ishares Tr Core High Dv Etf (HDV) 0.0 $420k 3.9k 108.70
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $417k 5.9k 70.83
Tenet Healthcare Corp Com New (THC) 0.0 $416k 3.1k 133.03
Ishares Tr Eafe Value Etf (EFV) 0.0 $414k 7.8k 53.04
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $405k 4.6k 87.74
Corning Incorporated (GLW) 0.0 $402k 10k 38.85
Vanguard World Inf Tech Etf (VGT) 0.0 $401k 696.00 576.59
Expro Group Holdings Nv (XPRO) 0.0 $401k 18k 22.92
Ishares Tr Select Divid Etf (DVY) 0.0 $395k 3.3k 120.97
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $394k 2.9k 133.95
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $394k 7.7k 51.26
PPG Industries (PPG) 0.0 $390k 3.1k 125.89
Casey's General Stores (CASY) 0.0 $390k 1.0k 381.56
Elf Beauty (ELF) 0.0 $387k 1.8k 210.72
AutoZone (AZO) 0.0 $385k 130.00 2964.10
Texas Roadhouse (TXRH) 0.0 $383k 2.2k 171.71
Dick's Sporting Goods (DKS) 0.0 $381k 1.8k 214.85
Target Corporation (TGT) 0.0 $376k 2.5k 148.05
Veralto Corp Com Shs (VLTO) 0.0 $375k 3.9k 95.47
Otis Worldwide Corp (OTIS) 0.0 $369k 3.8k 96.27
Novartis Sponsored Adr (NVS) 0.0 $365k 3.4k 106.46
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $363k 4.1k 88.11
Illinois Tool Works (ITW) 0.0 $362k 1.5k 236.96
Haleon Spon Ads (HLN) 0.0 $348k 42k 8.26
Phinia Common Stock (PHIN) 0.0 $343k 8.7k 39.36
Wells Fargo & Company (WFC) 0.0 $340k 5.7k 59.39
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $338k 2.8k 120.74
Webster Financial Corporation (WBS) 0.0 $337k 7.7k 43.59
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $334k 3.2k 103.85
Fair Isaac Corporation (FICO) 0.0 $332k 223.00 1488.66
United Therapeutics Corporation (UTHR) 0.0 $330k 1.0k 318.55
Altria (MO) 0.0 $324k 7.1k 45.55
Vanguard Index Fds Growth Etf (VUG) 0.0 $324k 865.00 374.01
Encompass Health Corp (EHC) 0.0 $323k 3.8k 85.79
Ishares Tr Broad Usd High (USHY) 0.0 $322k 8.9k 36.28
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $321k 6.4k 50.47
Select Sector Spdr Tr Indl (XLI) 0.0 $318k 2.6k 121.87
Eagle Materials (EXP) 0.0 $316k 1.5k 217.46
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $310k 4.3k 71.99
Blackstone Group Inc Com Cl A (BX) 0.0 $308k 2.5k 123.78
Capital One Financial (COF) 0.0 $306k 2.2k 138.45
Crocs (CROX) 0.0 $297k 2.0k 145.94
Ingredion Incorporated (INGR) 0.0 $294k 2.6k 114.70
Crowdstrike Hldgs Cl A (CRWD) 0.0 $292k 762.00 383.19
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $292k 4.5k 64.25
Waste Management (WM) 0.0 $291k 1.4k 213.26
Lowe's Companies (LOW) 0.0 $289k 1.3k 220.46
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $286k 5.5k 52.01
CoStar (CSGP) 0.0 $285k 3.8k 74.14
Rio Tinto Sponsored Adr (RIO) 0.0 $283k 4.3k 65.92
A. O. Smith Corporation (AOS) 0.0 $279k 3.4k 81.78
Packaging Corporation of America (PKG) 0.0 $273k 1.5k 182.56
Brown & Brown (BRO) 0.0 $272k 3.0k 89.41
Progressive Corporation (PGR) 0.0 $271k 1.3k 207.75
Avery Dennison Corporation (AVY) 0.0 $270k 1.2k 218.65
Portland Gen Elec Com New (POR) 0.0 $267k 6.2k 43.24
Enterprise Products Partners (EPD) 0.0 $267k 9.2k 28.98
Paramount Global Class B Com (PARA) 0.0 $265k 26k 10.39
Nuveen Muni Value Fund (NUV) 0.0 $265k 31k 8.63
Phillips 66 (PSX) 0.0 $260k 1.8k 141.17
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $258k 3.1k 83.76
National Fuel Gas (NFG) 0.0 $258k 4.8k 54.19
LKQ Corporation (LKQ) 0.0 $257k 6.2k 41.59
International Paper Company (IP) 0.0 $252k 5.8k 43.15
Pinnacle West Capital Corporation (PNW) 0.0 $251k 3.3k 76.38
WESCO International (WCC) 0.0 $251k 1.6k 158.52
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $249k 9.0k 27.67
American Homes 4 Rent Cl A (AMH) 0.0 $249k 6.7k 37.16
Tempur-Pedic International (TPX) 0.0 $248k 5.2k 47.34
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $247k 3.2k 77.14
Wisdomtree Tr Intl Equity Fd (DWM) 0.0 $245k 4.6k 53.72
Knight-swift Transn Hldgs In Cl A (KNX) 0.0 $245k 4.9k 49.92
Mosaic (MOS) 0.0 $244k 8.4k 28.90
Paccar (PCAR) 0.0 $242k 2.4k 102.94
Intuit (INTU) 0.0 $242k 368.00 657.75
Airbnb Com Cl A (ABNB) 0.0 $241k 1.6k 151.63
Charles Schwab Corporation (SCHW) 0.0 $241k 3.3k 73.69
Rbc Cad (RY) 0.0 $239k 2.2k 106.38
Vanguard Index Fds Value Etf (VTV) 0.0 $239k 1.5k 160.41
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $237k 5.7k 41.54
Select Sector Spdr Tr Communication (XLC) 0.0 $236k 2.8k 85.67
TJX Companies (TJX) 0.0 $235k 2.1k 110.11
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $233k 1.4k 168.77
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $233k 6.1k 38.41
Myr (MYRG) 0.0 $228k 1.7k 135.71
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $226k 3.7k 61.64
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $225k 4.4k 51.05
United Cmnty Bks Ga Cap Stk (UCB) 0.0 $225k 8.8k 25.46
Applied Industrial Technologies (AIT) 0.0 $225k 1.2k 194.00
W.R. Berkley Corporation (WRB) 0.0 $225k 2.9k 78.58
Dupont De Nemours (DD) 0.0 $224k 2.8k 80.49
New Mountain Finance Corp (NMFC) 0.0 $224k 18k 12.24
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.0 $223k 4.4k 50.72
International Flavors & Fragrances (IFF) 0.0 $223k 2.3k 95.21
Kenvue (KVUE) 0.0 $223k 12k 18.18
Prudential Financial (PRU) 0.0 $220k 1.9k 117.19
Berry Plastics (BERY) 0.0 $219k 3.7k 58.85
RBB Motley Fool Gbl (TMFG) 0.0 $219k 7.4k 29.42
Stryker Corporation (SYK) 0.0 $217k 637.00 340.25
Selective Insurance (SIGI) 0.0 $217k 2.3k 93.83
Super Micro Computer (SMCI) 0.0 $216k 264.00 819.35
Becton, Dickinson and (BDX) 0.0 $214k 916.00 233.71
Analog Devices (ADI) 0.0 $213k 935.00 228.26
EastGroup Properties (EGP) 0.0 $211k 1.2k 170.10
Tetra Tech (TTEK) 0.0 $210k 1.0k 204.48
Science App Int'l (SAIC) 0.0 $208k 1.8k 117.58
SYSCO Corporation (SYY) 0.0 $208k 2.9k 71.39
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $204k 2.2k 93.10
PNC Financial Services (PNC) 0.0 $203k 1.3k 155.48
Monroe Cap (MRCC) 0.0 $186k 24k 7.61
Bgc Group Cl A (BGC) 0.0 $172k 21k 8.30
Curiositystream Com Cl A (CURI) 0.0 $19k 16k 1.14