Gyl Financial Synergies

Gyl Financial Synergies as of Sept. 30, 2024

Portfolio Holdings for Gyl Financial Synergies

Gyl Financial Synergies holds 361 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.9 $105M 586k 179.30
Microsoft Corporation (MSFT) 4.5 $60M 140k 430.30
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.1 $54M 301k 179.16
Apple (AAPL) 3.8 $51M 217k 233.00
Amazon (AMZN) 2.5 $34M 181k 186.33
JPMorgan Chase & Co. (JPM) 2.4 $32M 152k 210.86
Alphabet Cap Stk Cl A (GOOGL) 1.9 $25M 153k 165.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $23M 40k 573.76
Meta Platforms Cl A (META) 1.7 $23M 39k 572.44
NVIDIA Corporation (NVDA) 1.5 $20M 166k 121.44
Ishares Msci Emrg Chn (EMXC) 1.4 $19M 313k 61.11
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $19M 34k 569.67
Goldman Sachs (GS) 1.4 $18M 37k 495.11
Philip Morris International (PM) 1.4 $18M 149k 121.40
Eli Lilly & Co. (LLY) 1.3 $17M 19k 885.96
Ishares Tr Us Sml Cap Eqt (SMLF) 1.3 $17M 257k 66.35
Ishares Tr Core Total Usd (IUSB) 1.2 $16M 344k 47.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $16M 34k 460.26
Procter & Gamble Company (PG) 1.1 $14M 82k 173.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $14M 268k 52.81
Citigroup Com New (C) 1.0 $14M 222k 62.60
Ishares Tr Core S&p500 Etf (IVV) 1.0 $14M 24k 576.83
Iqvia Holdings (IQV) 1.0 $13M 56k 236.97
Broadcom (AVGO) 1.0 $13M 77k 172.50
Visa Com Cl A (V) 1.0 $13M 48k 274.95
Chevron Corporation (CVX) 0.9 $12M 83k 147.27
Ge Healthcare Technologies I Common Stock (GEHC) 0.9 $12M 127k 93.85
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $12M 178k 66.52
Alphabet Cap Stk Cl C (GOOG) 0.9 $12M 69k 167.19
Ishares Tr Ishares Biotech (IBB) 0.8 $10M 70k 145.60
Simon Property (SPG) 0.8 $10M 61k 169.02
Vanguard Wellington Us Quality (VFQY) 0.7 $9.7M 68k 142.88
Zoetis Cl A (ZTS) 0.7 $9.3M 48k 195.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $9.0M 32k 283.16
American Tower Reit (AMT) 0.7 $8.9M 38k 232.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $8.8M 18k 488.08
Select Sector Spdr Tr Energy (XLE) 0.6 $8.6M 97k 87.80
Pfizer (PFE) 0.6 $8.3M 286k 28.94
Netflix (NFLX) 0.6 $7.9M 11k 709.29
Vanguard World Health Car Etf (VHT) 0.6 $7.7M 27k 282.20
Hilton Worldwide Holdings (HLT) 0.6 $7.6M 33k 230.50
Ishares Gold Tr Ishares New (IAU) 0.6 $7.4M 149k 49.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $7.3M 14k 527.66
Ishares Tr Cohen Steer Reit (ICF) 0.5 $7.3M 111k 65.91
UnitedHealth (UNH) 0.5 $7.1M 12k 584.67
Abbvie (ABBV) 0.5 $7.1M 36k 197.48
Lockheed Martin Corporation (LMT) 0.5 $7.1M 12k 584.58
Marriott Intl Cl A (MAR) 0.5 $7.0M 28k 248.60
Vertex Pharmaceuticals Incorporated (VRTX) 0.5 $6.9M 15k 465.08
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $6.7M 108k 62.32
Pepsi (PEP) 0.5 $6.5M 38k 170.05
American Express Company (AXP) 0.5 $6.3M 23k 271.20
Select Sector Spdr Tr Technology (XLK) 0.5 $6.2M 28k 225.76
Global X Fds Us Pfd Etf (PFFD) 0.5 $6.1M 293k 20.78
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $5.9M 51k 116.96
Union Pacific Corporation (UNP) 0.4 $5.8M 24k 246.48
Ishares Tr Mbs Etf (MBB) 0.4 $5.7M 60k 95.81
Cummins (CMI) 0.4 $5.5M 17k 323.79
Cadence Design Systems (CDNS) 0.4 $5.5M 20k 271.03
Exxon Mobil Corporation (XOM) 0.4 $5.5M 47k 117.22
Diageo Spon Adr New (DEO) 0.4 $5.5M 39k 140.34
Chipotle Mexican Grill (CMG) 0.4 $5.4M 94k 57.62
Verizon Communications (VZ) 0.4 $5.4M 120k 44.91
Wal-Mart Stores (WMT) 0.4 $5.3M 66k 80.75
Shell Spon Ads (SHEL) 0.4 $5.1M 78k 65.95
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $5.1M 26k 198.06
Merck & Co (MRK) 0.4 $5.0M 44k 113.56
McKesson Corporation (MCK) 0.4 $4.9M 9.8k 494.42
Costco Wholesale Corporation (COST) 0.4 $4.9M 5.5k 886.60
Coca-Cola Company (KO) 0.4 $4.8M 67k 71.86
Home Depot (HD) 0.4 $4.8M 12k 405.20
At&t (T) 0.3 $4.6M 208k 22.00
Parker-Hannifin Corporation (PH) 0.3 $4.5M 7.1k 631.82
Boston Properties (BXP) 0.3 $4.5M 55k 80.46
Unilever Spon Adr New (UL) 0.3 $4.4M 68k 64.96
Ameriprise Financial (AMP) 0.3 $4.4M 9.3k 469.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $4.2M 49k 84.53
Ishares Tr National Mun Etf (MUB) 0.3 $4.2M 38k 108.63
Palantir Technologies Cl A (PLTR) 0.3 $4.0M 108k 37.20
Brink's Company (BCO) 0.3 $4.0M 35k 115.64
Johnson & Johnson (JNJ) 0.3 $3.9M 24k 162.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $3.9M 82k 47.85
Devon Energy Corporation (DVN) 0.3 $3.9M 99k 39.12
Danaher Corporation (DHR) 0.3 $3.8M 14k 278.01
Ishares Tr Asia 50 Etf (AIA) 0.3 $3.8M 53k 72.28
International Business Machines (IBM) 0.3 $3.7M 17k 221.08
Intercontinental Exchange (ICE) 0.3 $3.6M 22k 160.64
Builders FirstSource (BLDR) 0.3 $3.6M 19k 193.86
Ge Aerospace Com New (GE) 0.3 $3.6M 19k 188.58
Southern Company (SO) 0.3 $3.5M 39k 90.18
ConAgra Foods (CAG) 0.3 $3.5M 106k 32.52
Dell Technologies CL C (DELL) 0.3 $3.4M 29k 118.54
Kinder Morgan (KMI) 0.2 $3.3M 147k 22.09
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $3.1M 50k 63.00
Servicenow (NOW) 0.2 $3.0M 3.4k 894.39
Nextera Energy (NEE) 0.2 $3.0M 35k 84.53
Booking Holdings (BKNG) 0.2 $2.9M 697.00 4212.12
Select Sector Spdr Tr Financial (XLF) 0.2 $2.9M 64k 45.32
Freeport-mcmoran CL B (FCX) 0.2 $2.9M 58k 49.92
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.8M 11k 263.84
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.2 $2.8M 28k 99.58
Regeneron Pharmaceuticals (REGN) 0.2 $2.7M 2.6k 1051.24
Udr (UDR) 0.2 $2.7M 59k 45.34
Mondelez Intl Cl A (MDLZ) 0.2 $2.6M 36k 73.67
Quest Diagnostics Incorporated (DGX) 0.2 $2.6M 17k 155.25
Raymond James Financial (RJF) 0.2 $2.6M 21k 122.46
Prologis (PLD) 0.2 $2.5M 20k 126.28
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $2.5M 202k 12.35
United Parcel Service CL B (UPS) 0.2 $2.4M 18k 136.34
Welltower Inc Com reit (WELL) 0.2 $2.4M 19k 128.03
Public Storage (PSA) 0.2 $2.4M 6.6k 363.87
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.2 $2.3M 40k 59.28
DTE Energy Company (DTE) 0.2 $2.3M 18k 128.41
Willscot Hldgs Corp Com Cl A (WSC) 0.2 $2.3M 62k 37.60
General Mills (GIS) 0.2 $2.3M 31k 73.85
M&T Bank Corporation (MTB) 0.2 $2.3M 13k 178.12
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $2.2M 97k 23.17
Lamar Advertising Cl A (LAMR) 0.2 $2.2M 17k 133.60
Digital Realty Trust (DLR) 0.2 $2.2M 13k 161.83
S&p Global (SPGI) 0.2 $2.2M 4.2k 516.62
Ishares Tr Short Treas Bd (SHV) 0.2 $2.1M 19k 110.63
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.2 $2.1M 44k 48.24
Honeywell International (HON) 0.2 $2.1M 10k 206.70
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $2.1M 21k 100.29
Kimco Realty Corporation (KIM) 0.2 $2.1M 89k 23.22
Hologic (HOLX) 0.2 $2.1M 25k 81.46
Arista Networks (ANET) 0.2 $2.0M 5.3k 383.82
Kla Corp Com New (KLAC) 0.2 $2.0M 2.6k 774.41
Verisk Analytics (VRSK) 0.2 $2.0M 7.5k 267.96
Caterpillar (CAT) 0.1 $2.0M 5.1k 391.11
Emerson Electric (EMR) 0.1 $2.0M 18k 109.37
Vertiv Holdings Com Cl A (VRT) 0.1 $2.0M 20k 99.49
Ishares Tr Core Msci Eafe (IEFA) 0.1 $2.0M 25k 78.05
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $2.0M 67k 29.18
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.1 $1.9M 27k 71.64
Oracle Corporation (ORCL) 0.1 $1.9M 11k 170.40
Emcor (EME) 0.1 $1.9M 4.5k 430.53
Paychex (PAYX) 0.1 $1.9M 14k 134.19
Stifel Financial (SF) 0.1 $1.9M 20k 93.90
Mid-America Apartment (MAA) 0.1 $1.9M 12k 158.90
Invitation Homes (INVH) 0.1 $1.8M 52k 35.26
Toll Brothers (TOL) 0.1 $1.8M 12k 154.49
Abbott Laboratories (ABT) 0.1 $1.8M 15k 114.01
Duke Energy Corp Com New (DUK) 0.1 $1.7M 15k 115.30
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.7M 21k 83.63
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.1 $1.7M 33k 51.03
Quanta Services (PWR) 0.1 $1.7M 5.6k 298.15
Spotify Technology S A SHS (SPOT) 0.1 $1.6M 4.4k 368.53
Linde SHS (LIN) 0.1 $1.6M 3.4k 476.86
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $1.6M 4.6k 345.29
Gaming & Leisure Pptys (GLPI) 0.1 $1.6M 31k 51.45
Norfolk Southern (NSC) 0.1 $1.6M 6.3k 248.50
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.5M 10k 154.02
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.5M 6.9k 220.88
Walt Disney Company (DIS) 0.1 $1.5M 16k 96.19
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.5M 19k 78.69
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.5M 16k 95.75
Bank of America Corporation (BAC) 0.1 $1.5M 38k 39.68
Qualcomm (QCOM) 0.1 $1.5M 8.7k 170.05
Cme (CME) 0.1 $1.5M 6.7k 220.65
Automatic Data Processing (ADP) 0.1 $1.5M 5.3k 276.75
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $1.5M 29k 51.13
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.4M 6.1k 237.21
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.4M 14k 101.27
Eaton Corp SHS (ETN) 0.1 $1.4M 4.3k 331.42
Uber Technologies (UBER) 0.1 $1.4M 19k 75.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.4M 3.7k 375.42
Synopsys (SNPS) 0.1 $1.4M 2.7k 506.39
Totalenergies Se Sponsored Ads (TTE) 0.1 $1.4M 21k 64.62
Raytheon Technologies Corp (RTX) 0.1 $1.3M 11k 121.16
Bank of New York Mellon Corporation (BK) 0.1 $1.2M 17k 71.86
Paypal Holdings (PYPL) 0.1 $1.2M 16k 78.03
Jacobs Engineering Group (J) 0.1 $1.2M 9.0k 130.90
Elf Beauty (ELF) 0.1 $1.2M 11k 109.03
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.1M 14k 83.00
Motorola Solutions Com New (MSI) 0.1 $1.1M 2.5k 449.58
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $1.1M 43k 26.27
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.1M 19k 59.02
Tesla Motors (TSLA) 0.1 $1.1M 4.0k 261.64
Adobe Systems Incorporated (ADBE) 0.1 $1.1M 2.0k 517.90
Cigna Corp (CI) 0.1 $1.1M 3.0k 346.47
Carrier Global Corporation (CARR) 0.1 $1.1M 13k 80.49
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $1.0M 30k 34.49
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $1.0M 13k 78.56
McDonald's Corporation (MCD) 0.1 $1.0M 3.4k 304.51
Vanguard World Consum Stp Etf (VDC) 0.1 $1.0M 4.6k 218.48
Xcel Energy (XEL) 0.1 $1.0M 15k 65.30
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $984k 30k 33.23
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $971k 2.3k 423.12
Camden Ppty Tr Sh Ben Int (CPT) 0.1 $913k 7.4k 123.54
Allstate Corporation (ALL) 0.1 $901k 4.8k 189.67
United Rentals (URI) 0.1 $896k 1.1k 809.73
Mastercard Incorporated Cl A (MA) 0.1 $878k 1.8k 493.67
Archer Daniels Midland Company (ADM) 0.1 $873k 15k 59.74
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $862k 18k 48.68
FedEx Corporation (FDX) 0.1 $840k 3.1k 273.65
Starbucks Corporation (SBUX) 0.1 $837k 8.6k 97.49
Loews Corporation (L) 0.1 $834k 11k 79.05
Republic Services (RSG) 0.1 $830k 4.1k 200.84
Apollo Global Mgmt (APO) 0.1 $817k 6.5k 124.91
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $812k 10k 81.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $808k 11k 75.11
Pvh Corporation (PVH) 0.1 $805k 8.0k 100.83
Ishares Tr Rus 1000 Etf (IWB) 0.1 $796k 2.5k 314.39
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $753k 6.0k 125.62
Darden Restaurants (DRI) 0.1 $752k 4.6k 164.13
Bristol Myers Squibb (BMY) 0.1 $741k 14k 51.74
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $740k 6.3k 117.29
Amgen (AMGN) 0.1 $740k 2.3k 322.22
Colgate-Palmolive Company (CL) 0.1 $714k 6.9k 103.81
Spdr Ser Tr S&p Kensho New (KOMP) 0.1 $704k 14k 49.33
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $703k 9.8k 71.73
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $698k 7.9k 88.14
Ge Vernova (GEV) 0.1 $691k 2.7k 254.98
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $678k 3.6k 189.79
Palo Alto Networks (PANW) 0.1 $677k 2.0k 341.80
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.0 $653k 35k 18.48
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $647k 7.1k 91.81
Boeing Company (BA) 0.0 $625k 4.1k 152.05
CSX Corporation (CSX) 0.0 $619k 18k 34.53
Spdr Gold Tr Gold Shs (GLD) 0.0 $615k 2.5k 243.01
Stitch Fix Com Cl A (SFIX) 0.0 $602k 213k 2.82
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $592k 3.0k 200.34
FactSet Research Systems (FDS) 0.0 $574k 1.2k 459.85
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $570k 5.7k 100.69
BP Sponsored Adr (BP) 0.0 $570k 18k 31.39
Ingersoll Rand (IR) 0.0 $560k 5.7k 98.16
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $554k 12k 45.86
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $554k 6.9k 80.78
General Dynamics Corporation (GD) 0.0 $548k 1.8k 302.20
Thermo Fisher Scientific (TMO) 0.0 $543k 878.00 618.68
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $539k 12k 44.01
Texas Instruments Incorporated (TXN) 0.0 $527k 2.5k 206.57
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $525k 4.9k 107.64
Hormel Foods Corporation (HRL) 0.0 $525k 17k 31.70
Ishares Core Msci Emkt (IEMG) 0.0 $521k 9.1k 57.41
Deere & Company (DE) 0.0 $519k 1.2k 417.49
AutoNation (AN) 0.0 $516k 2.9k 178.89
Electronic Arts (EA) 0.0 $509k 3.5k 143.43
Sempra Energy (SRE) 0.0 $504k 6.0k 83.63
Cisco Systems (CSCO) 0.0 $501k 9.4k 53.22
Medtronic SHS (MDT) 0.0 $499k 5.5k 90.04
Trane Technologies SHS (TT) 0.0 $489k 1.3k 388.73
Realty Income (O) 0.0 $488k 7.7k 63.42
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $475k 11k 44.90
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $470k 4.6k 101.87
Tenet Healthcare Corp Com New (THC) 0.0 $469k 2.8k 166.20
salesforce (CRM) 0.0 $456k 1.7k 273.64
Ishares Tr Core High Dv Etf (HDV) 0.0 $454k 3.9k 117.62
Monster Beverage Corp (MNST) 0.0 $452k 8.7k 52.17
Select Sector Spdr Tr Indl (XLI) 0.0 $451k 3.3k 135.44
Vanguard World Inf Tech Etf (VGT) 0.0 $445k 759.00 586.52
Ishares Tr Select Divid Etf (DVY) 0.0 $440k 3.3k 135.06
Ishares Tr Eafe Value Etf (EFV) 0.0 $440k 7.6k 57.53
Accenture Plc Ireland Shs Class A (ACN) 0.0 $435k 1.2k 353.48
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $419k 3.9k 106.12
Fair Isaac Corporation (FICO) 0.0 $418k 215.00 1943.52
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $414k 2.9k 140.44
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $413k 7.7k 53.72
Illinois Tool Works (ITW) 0.0 $400k 1.5k 262.07
Comcast Corp Cl A (CMCSA) 0.0 $399k 9.5k 41.77
Otis Worldwide Corp (OTIS) 0.0 $397k 3.8k 103.93
AutoZone (AZO) 0.0 $394k 125.00 3150.04
Blackstone Group Inc Com Cl A (BX) 0.0 $388k 2.5k 153.11
Target Corporation (TGT) 0.0 $386k 2.5k 155.88
3M Company (MMM) 0.0 $377k 2.8k 136.70
Crowdstrike Hldgs Cl A (CRWD) 0.0 $372k 1.3k 280.47
Dick's Sporting Goods (DKS) 0.0 $370k 1.8k 208.70
Casey's General Stores (CASY) 0.0 $369k 983.00 375.71
Lowe's Companies (LOW) 0.0 $368k 1.4k 270.85
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $361k 2.7k 132.25
Phinia Common Stock (PHIN) 0.0 $360k 7.8k 46.03
Texas Roadhouse (TXRH) 0.0 $357k 2.0k 176.60
Ingredion Incorporated (INGR) 0.0 $352k 2.6k 137.43
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $350k 3.2k 108.79
GSK Sponsored Adr (GSK) 0.0 $347k 8.5k 40.88
Webster Financial Corporation (WBS) 0.0 $344k 7.4k 46.61
Progressive Corporation (PGR) 0.0 $343k 1.4k 253.83
Micron Technology (MU) 0.0 $338k 3.3k 103.72
Altria (MO) 0.0 $338k 6.6k 51.04
United Therapeutics Corporation (UTHR) 0.0 $338k 942.00 358.35
Ishares Tr Broad Usd High (USHY) 0.0 $334k 8.9k 37.65
ConocoPhillips (COP) 0.0 $333k 3.2k 105.28
Capital One Financial (COF) 0.0 $333k 2.2k 149.73
Vanguard Index Fds Growth Etf (VUG) 0.0 $332k 865.00 384.04
Encompass Health Corp (EHC) 0.0 $330k 3.4k 96.64
Nike CL B (NKE) 0.0 $329k 3.7k 88.40
Eagle Materials (EXP) 0.0 $319k 1.1k 287.65
Packaging Corporation of America (PKG) 0.0 $309k 1.4k 215.40
Rio Tinto Sponsored Adr (RIO) 0.0 $308k 4.3k 71.16
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $308k 4.5k 67.85
Brown & Brown (BRO) 0.0 $306k 3.0k 103.60
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $305k 5.7k 53.15
Wells Fargo & Company (WFC) 0.0 $305k 5.4k 56.49
Expro Group Holdings Nv (XPRO) 0.0 $300k 18k 17.17
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $300k 3.1k 97.42
Pinnacle West Capital Corporation (PNW) 0.0 $293k 3.3k 88.58
Corning Incorporated (GLW) 0.0 $292k 6.5k 45.15
Amentum Holdings (AMTM) 0.0 $291k 9.0k 32.25
National Fuel Gas (NFG) 0.0 $287k 4.7k 60.61
Advanced Micro Devices (AMD) 0.0 $287k 1.7k 164.08
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $285k 5.8k 49.31
Portland Gen Elec Com New (POR) 0.0 $284k 5.9k 47.90
Intel Corporation (INTC) 0.0 $282k 12k 23.46
A. O. Smith Corporation (AOS) 0.0 $279k 3.1k 89.83
Nuveen Muni Value Fund (NUV) 0.0 $276k 31k 9.02
Waste Management (WM) 0.0 $276k 1.3k 207.52
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $272k 9.0k 30.23
Wisdomtree Tr Intl Equity Fd (DWM) 0.0 $271k 4.7k 57.56
International Paper Company (IP) 0.0 $270k 5.5k 48.85
Crocs (CROX) 0.0 $268k 1.9k 144.81
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $267k 6.0k 44.67
Kenvue (KVUE) 0.0 $266k 12k 23.13
Paramount Global Class B Com (PARA) 0.0 $263k 25k 10.62
Haleon Spon Ads (HLN) 0.0 $262k 25k 10.58
Select Sector Spdr Tr Communication (XLC) 0.0 $260k 2.9k 90.41
TJX Companies (TJX) 0.0 $260k 2.2k 117.55
Tempur-Pedic International (TPX) 0.0 $258k 4.7k 54.60
Avery Dennison Corporation (AVY) 0.0 $254k 1.2k 220.76
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $251k 1.4k 181.99
Intuit (INTU) 0.0 $249k 402.00 620.36
Dupont De Nemours (DD) 0.0 $249k 2.8k 89.11
Ishares Tr Core Div Grwth (DGRO) 0.0 $246k 3.9k 62.69
International Flavors & Fragrances (IFF) 0.0 $246k 2.3k 104.93
LKQ Corporation (LKQ) 0.0 $245k 6.1k 39.92
W.R. Berkley Corporation (WRB) 0.0 $244k 4.3k 56.73
Berry Plastics (BERY) 0.0 $244k 3.6k 67.98
WESCO International (WCC) 0.0 $242k 1.4k 167.98
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $241k 3.0k 80.30
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $240k 4.4k 54.43
Enterprise Products Partners (EPD) 0.0 $240k 8.3k 29.11
Duolingo Cl A Com (DUOL) 0.0 $238k 842.00 282.02
Anthem (ELV) 0.0 $236k 454.00 520.00
Vanguard Index Fds Value Etf (VTV) 0.0 $236k 1.4k 174.53
RBB Motley Fool Gbl (TMFG) 0.0 $236k 7.4k 31.71
Tetra Tech (TTEK) 0.0 $235k 5.0k 47.16
Applied Industrial Technologies (AIT) 0.0 $235k 1.1k 223.13
United Cmnty Bks Ga Cap Stk (UCB) 0.0 $234k 8.0k 29.08
Stryker Corporation (SYK) 0.0 $234k 647.00 361.26
Analog Devices (ADI) 0.0 $233k 1.0k 230.17
American Homes 4 Rent Cl A (AMH) 0.0 $232k 6.0k 38.39
Moody's Corporation (MCO) 0.0 $229k 482.00 474.78
Mosaic (MOS) 0.0 $228k 8.5k 26.78
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.0 $226k 4.2k 53.97
Prudential Financial (PRU) 0.0 $225k 1.9k 121.08
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $223k 2.1k 106.73
Science App Int'l (SAIC) 0.0 $223k 1.6k 139.31
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $222k 6.3k 35.04
Pure Storage Cl A (PSTG) 0.0 $221k 4.4k 50.24
Consolidated Edison (ED) 0.0 $216k 2.1k 104.13
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $213k 1.3k 166.82
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $212k 5.3k 39.82
EastGroup Properties (EGP) 0.0 $211k 1.1k 186.82
New Mountain Finance Corp (NMFC) 0.0 $210k 18k 11.98
Dow (DOW) 0.0 $206k 3.8k 54.63
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $205k 4.0k 50.74
Travelers Companies (TRV) 0.0 $204k 873.00 234.01
Becton, Dickinson and (BDX) 0.0 $204k 846.00 241.10
Monroe Cap (MRCC) 0.0 $197k 24k 8.08
Bgc Group Cl A (BGC) 0.0 $187k 20k 9.18
Curiositystream Com Cl A (CURI) 0.0 $34k 18k 1.91