Halbert Hargrove Global Advisors

Halbert Hargrove Global Advisors as of June 30, 2025

Portfolio Holdings for Halbert Hargrove Global Advisors

Halbert Hargrove Global Advisors holds 299 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 16.1 $309M 497k 620.90
Wisdomtree Tr Us Efficient Cor (NTSX) 15.7 $301M 6.0M 50.06
Ishares Tr U S Equity Factr (LRGF) 11.4 $218M 3.4M 64.13
Ishares Tr Rus 1000 Etf (IWB) 8.3 $158M 467k 339.57
Ishares Tr Core Msci Eafe (IEFA) 7.9 $151M 1.8M 83.48
Ishares Core Msci Emkt (IEMG) 7.0 $134M 2.2M 60.03
Wisdomtree Tr Internationl Efi (NTSI) 6.7 $129M 3.1M 40.99
Ishares Tr Intl Eqty Factor (INTF) 5.7 $109M 3.2M 34.23
Ishares Tr Russell 2000 Etf (IWM) 4.0 $78M 360k 215.79
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.3 $63M 1.6M 40.49
Ishares Tr Msci Emg Mkt Etf (EEM) 3.0 $57M 1.2M 48.24
Ishares Tr Msci Eafe Etf (EFA) 1.8 $35M 395k 89.39
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.5 $29M 399k 72.68
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $13M 219k 57.01
Ishares Tr Micro-cap Etf (IWC) 0.6 $12M 92k 127.66
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.5 $10M 37k 280.86
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $8.0M 301k 26.54
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $7.2M 78k 92.18
Airbnb Com Cl A (ABNB) 0.4 $7.0M 53k 132.34
Ishares Tr Russell 3000 Etf (IWV) 0.3 $6.4M 18k 351.00
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.3 $6.2M 127k 48.62
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $5.6M 42k 135.30
Apple (AAPL) 0.3 $5.1M 25k 205.17
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $5.1M 51k 100.54
Microsoft Corporation (MSFT) 0.2 $4.5M 9.0k 497.43
Intuitive Surgical Com New (ISRG) 0.2 $4.3M 7.8k 543.41
Home Depot (HD) 0.2 $3.7M 10k 366.64
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $3.5M 40k 87.22
Alphabet Cap Stk Cl A (GOOGL) 0.1 $2.8M 16k 176.23
Eli Lilly & Co. (LLY) 0.1 $2.8M 3.5k 779.53
Ball Corporation (BALL) 0.1 $2.7M 48k 56.09
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $2.2M 25k 89.22
Vanguard Wellington Us Multifactor (VFMF) 0.1 $2.1M 16k 134.50
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $1.7M 31k 53.93
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.5M 8.7k 177.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.3M 2.4k 551.62
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.3M 33k 39.17
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $1.2M 36k 31.76
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $1.0M 7.5k 134.39
Zions Bancorporation (ZION) 0.1 $993k 19k 51.94
Snowflake Cl A (SNOW) 0.0 $951k 4.3k 223.77
Unity Software (U) 0.0 $911k 38k 24.20
Tesla Motors (TSLA) 0.0 $837k 2.6k 317.66
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $830k 15k 56.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $721k 15k 49.46
Ishares Tr Core 60/40 Balan (AOR) 0.0 $703k 11k 61.57
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $606k 1.4k 424.62
Ishares Tr Msci Gbl Sus Dev (SDG) 0.0 $555k 7.3k 75.86
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $555k 5.8k 95.83
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $536k 7.2k 74.44
Cognizant Technology Solutio Cl A (CTSH) 0.0 $533k 6.8k 78.02
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $497k 4.5k 109.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $496k 873.00 568.16
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $464k 4.7k 99.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $397k 642.00 618.25
Vanguard Index Fds Growth Etf (VUG) 0.0 $390k 890.00 438.62
Wisdomtree Tr Us Quality Grow (QGRW) 0.0 $369k 7.0k 52.55
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $353k 1.6k 217.34
Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $327k 1.5k 211.77
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $300k 3.6k 83.40
Walgreen Boots Alliance 0.0 $293k 26k 11.48
Wisdomtree Tr Emerging Markets (NTSE) 0.0 $276k 8.3k 33.19
Visa Com Cl A (V) 0.0 $266k 749.00 355.05
Wisdomtree Tr Cybersecurity Fd (WCBR) 0.0 $265k 8.3k 31.91
Select Sector Spdr Tr Indl (XLI) 0.0 $265k 1.8k 147.52
Wal-Mart Stores (WMT) 0.0 $262k 2.7k 97.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $235k 773.00 304.04
Vanguard Index Fds Small Cp Etf (VB) 0.0 $226k 952.00 236.93
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $221k 3.4k 65.50
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $214k 1.6k 135.07
Meta Platforms Cl A (META) 0.0 $213k 289.00 738.09
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $211k 2.5k 83.74
Ishares Tr Morningstar Grwt (ILCG) 0.0 $196k 2.0k 96.88
Wisdomtree Tr Cloud Computng (WCLD) 0.0 $194k 5.4k 36.14
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $193k 2.3k 82.92
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $192k 2.1k 91.73
Ark Etf Tr Fintech Innova (ARKF) 0.0 $185k 3.7k 50.24
Amplify Etf Tr Blockchain Ldr (BLOK) 0.0 $183k 3.2k 57.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $177k 365.00 485.77
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.0 $176k 5.1k 34.18
Ishares Tr Esg Aware Msci (ESML) 0.0 $169k 4.1k 41.34
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $165k 1.2k 133.32
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $159k 2.3k 69.09
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $143k 4.9k 29.21
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $142k 6.1k 23.23
Bank of America Corporation (BAC) 0.0 $142k 3.0k 47.32
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $142k 731.00 194.18
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $140k 718.00 194.91
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $139k 1.0k 135.69
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $139k 1.5k 93.99
Wisdomtree Tr Artificial Intel (WTAI) 0.0 $137k 5.6k 24.56
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $135k 5.7k 23.83
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $131k 3.8k 34.51
Hancock John Pfd Income Sh Ben Int (HPI) 0.0 $123k 7.7k 15.99
Costco Wholesale Corporation (COST) 0.0 $123k 124.00 989.39
Global X Fds Genomic Biotech (GNOM) 0.0 $115k 14k 8.43
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $113k 619.00 182.82
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $110k 1.2k 89.09
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $106k 1.7k 61.21
Wisdomtree Tr Us High Dividend (DHS) 0.0 $106k 1.1k 95.98
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $106k 4.3k 24.44
Calamos Conv Opportunities & Sh Ben Int (CHI) 0.0 $106k 10k 10.52
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $105k 3.5k 29.82
Vanguard Index Fds Value Etf (VTV) 0.0 $105k 591.00 176.74
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $98k 1.6k 62.02
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $94k 861.00 109.29
Vanguard World Inf Tech Etf (VGT) 0.0 $85k 129.00 662.07
Broadcom (AVGO) 0.0 $85k 310.00 275.30
JPMorgan Chase & Co. (JPM) 0.0 $85k 293.00 289.89
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $85k 9.7k 8.75
Mastercard Incorporated Cl A (MA) 0.0 $84k 150.00 561.94
Ishares Tr Future Ai & Tech (ARTY) 0.0 $84k 2.0k 41.00
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $80k 1.8k 45.29
Aberdeen Income Cred Strat (ACP) 0.0 $80k 14k 5.90
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $79k 1.3k 62.74
Ishares Tr Intl Dev Re Etf (IFGL) 0.0 $77k 3.4k 22.72
Spdr Gold Tr Gold Shs (GLD) 0.0 $74k 242.00 304.83
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $73k 721.00 100.70
Select Sector Spdr Tr Technology (XLK) 0.0 $71k 282.00 253.23
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $69k 251.00 276.54
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $69k 2.6k 26.50
Hartford Financial Services (HIG) 0.0 $68k 533.00 126.87
Ishares Tr Core Msci Intl (IDEV) 0.0 $65k 852.00 76.04
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $64k 1.2k 55.10
Proshares Tr S&p Tech Dividen (TDV) 0.0 $64k 769.00 83.20
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $63k 1.2k 50.68
Oracle Corporation (ORCL) 0.0 $62k 285.00 218.63
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $62k 274.00 226.64
Ishares Tr Core Msci Euro (IEUR) 0.0 $60k 911.00 66.20
Merck & Co (MRK) 0.0 $59k 748.00 79.16
Ishares Tr Morningstar Valu (ILCV) 0.0 $59k 703.00 83.42
Deere & Company (DE) 0.0 $58k 114.00 508.49
Vanguard World Mega Grwth Ind (MGK) 0.0 $55k 150.00 366.17
Medalist Diversified Reit In (MDRR) 0.0 $52k 5.0k 10.44
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $50k 2.3k 22.10
Amazon (AMZN) 0.0 $49k 224.00 219.39
Union Pacific Corporation (UNP) 0.0 $49k 212.00 230.08
Ishares Tr Global Tech Etf (IXN) 0.0 $48k 514.00 92.34
Ishares Msci Emrg Chn (EMXC) 0.0 $45k 704.00 63.14
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $44k 157.00 279.57
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $42k 10k 4.25
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $42k 924.00 45.05
Vanguard World Consum Dis Etf (VCR) 0.0 $40k 112.00 361.09
New Jersey Resources Corporation (NJR) 0.0 $40k 900.00 44.82
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $39k 161.00 240.32
Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $39k 532.00 72.69
Waste Management (WM) 0.0 $38k 166.00 228.83
Novo-nordisk A S Adr (NVO) 0.0 $38k 549.00 68.98
Las Vegas Sands (LVS) 0.0 $38k 867.00 43.51
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $37k 460.00 80.29
Yum! Brands (YUM) 0.0 $36k 246.00 148.03
Asml Holding N V N Y Registry Shs (ASML) 0.0 $36k 45.00 803.16
Advanced Micro Devices (AMD) 0.0 $35k 244.00 141.90
Ishares Tr Expanded Tech (IGV) 0.0 $35k 315.00 109.50
Trane Technologies SHS (TT) 0.0 $33k 76.00 438.49
NVIDIA Corporation (NVDA) 0.0 $32k 205.00 158.14
McDonald's Corporation (MCD) 0.0 $32k 109.00 292.17
salesforce (CRM) 0.0 $30k 108.00 273.05
Caterpillar (CAT) 0.0 $29k 74.00 390.32
Nike CL B (NKE) 0.0 $28k 400.00 71.04
Ishares Tr Core Msci Total (IXUS) 0.0 $28k 367.00 77.31
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $27k 62.00 440.66
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $27k 520.00 52.10
Clorox Company (CLX) 0.0 $26k 220.00 120.07
First Tr Exchange-traded A Com Shs (FTC) 0.0 $26k 174.00 150.97
Global X Fds Fintech Etf (FINX) 0.0 $26k 750.00 34.22
Iron Mountain (IRM) 0.0 $26k 250.00 102.57
Ishares Tr U.s. Finls Etf (IYF) 0.0 $25k 206.00 120.99
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $24k 189.00 128.52
Freeport-mcmoran CL B (FCX) 0.0 $22k 508.00 43.38
Wk Kellogg Com Shs 0.0 $22k 1.4k 15.94
Mondelez Intl Cl A (MDLZ) 0.0 $22k 325.00 67.44
Woodward Governor Company (WWD) 0.0 $21k 84.00 246.02
Intuit (INTU) 0.0 $21k 26.00 790.54
Exxon Mobil Corporation (XOM) 0.0 $20k 189.00 107.80
Blackstone Group Inc Com Cl A (BX) 0.0 $20k 133.00 150.11
Xpo Logistics Inc equity (XPO) 0.0 $20k 158.00 126.29
Thermo Fisher Scientific (TMO) 0.0 $20k 49.00 405.47
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $19k 325.00 59.73
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $19k 382.00 50.25
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $19k 155.00 123.58
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $19k 66.00 281.39
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $18k 651.00 28.05
Honeywell International (HON) 0.0 $18k 76.00 232.88
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.0 $18k 700.00 25.18
American Water Works (AWK) 0.0 $18k 126.00 139.66
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.0 $17k 204.00 85.39
Netflix (NFLX) 0.0 $17k 13.00 1339.15
TJX Companies (TJX) 0.0 $17k 140.00 123.49
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $17k 43.00 396.56
Ishares Tr Global Energ Etf (IXC) 0.0 $17k 429.00 39.29
UnitedHealth (UNH) 0.0 $17k 54.00 311.98
Nuveen Cr Strategies Income Com Shs (JQC) 0.0 $16k 3.0k 5.39
Marathon Petroleum Corp (MPC) 0.0 $16k 96.00 166.11
Lam Research Corp Com New (LRCX) 0.0 $16k 163.00 97.40
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $15k 113.00 132.14
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $15k 75.00 195.43
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $15k 192.00 75.58
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $14k 73.00 192.71
Accenture Plc Ireland Shs Class A (ACN) 0.0 $13k 44.00 298.91
Rocket Cos Com Cl A (RKT) 0.0 $13k 923.00 14.18
Ishares Tr Us Br Del Se Etf (IAI) 0.0 $13k 74.00 169.15
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $13k 542.00 22.98
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $12k 46.00 269.35
Loews Corporation (L) 0.0 $12k 132.00 91.67
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $12k 64.00 181.75
Booking Holdings (BKNG) 0.0 $12k 2.00 5789.50
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $12k 127.00 91.10
Chevron Corporation (CVX) 0.0 $12k 80.00 144.07
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.0 $12k 220.00 52.21
Shell Spon Ads (SHEL) 0.0 $11k 162.00 70.25
Crowdstrike Hldgs Cl A (CRWD) 0.0 $11k 22.00 509.32
Applied Materials (AMAT) 0.0 $11k 61.00 183.08
Franklin Templeton Etf Tr Genomic Adv Etf (HELX) 0.0 $11k 402.00 27.71
Raytheon Technologies Corp (RTX) 0.0 $11k 73.00 146.95
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $11k 124.00 86.10
Adobe Systems Incorporated (ADBE) 0.0 $10k 27.00 386.89
Coca-Cola Company (KO) 0.0 $10k 147.00 70.83
Agnico (AEM) 0.0 $10k 87.00 118.93
Texas Instruments Incorporated (TXN) 0.0 $10k 49.00 207.63
Morgan Stanley Com New (MS) 0.0 $10k 71.00 140.87
Yum China Holdings (YUMC) 0.0 $9.9k 221.00 44.71
Fidelity Covington Trust Enhanced Large (FELG) 0.0 $9.4k 253.00 37.08
Abbvie (ABBV) 0.0 $9.3k 50.00 185.62
American Express Company (AXP) 0.0 $8.9k 28.00 319.00
Carrier Global Corporation (CARR) 0.0 $8.5k 116.00 73.20
Gilead Sciences (GILD) 0.0 $8.4k 76.00 110.88
American Financial (AFG) 0.0 $8.2k 65.00 126.06
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $7.8k 71.00 110.11
Cisco Systems (CSCO) 0.0 $7.8k 112.00 69.38
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $7.7k 70.00 109.63
Cintas Corporation (CTAS) 0.0 $7.4k 33.00 222.88
Spdr Series Trust S&p Retail Etf (XRT) 0.0 $7.3k 95.00 77.06
Paychex (PAYX) 0.0 $7.3k 50.00 145.46
Digitalocean Hldgs (DOCN) 0.0 $7.0k 245.00 28.56
Lockheed Martin Corporation (LMT) 0.0 $6.9k 15.00 463.20
Metropcs Communications (TMUS) 0.0 $6.9k 29.00 238.28
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $6.9k 149.00 46.15
Qualcomm (QCOM) 0.0 $6.5k 41.00 159.27
Ishares Tr Msci Euro Fl Etf (EUFN) 0.0 $6.5k 205.00 31.63
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $6.4k 102.00 62.65
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $6.1k 222.00 27.67
S&p Global (SPGI) 0.0 $5.8k 11.00 527.36
Banco Santander Adr (SAN) 0.0 $5.6k 676.00 8.30
Nasdaq Omx (NDAQ) 0.0 $5.5k 62.00 89.44
Us Bancorp Del Com New (USB) 0.0 $5.4k 120.00 45.25
Walt Disney Company (DIS) 0.0 $5.3k 43.00 124.02
Ingersoll Rand (IR) 0.0 $5.3k 64.00 83.19
Ishares Tr Core 40/60 Moder (AOM) 0.0 $5.3k 115.00 46.18
Stryker Corporation (SYK) 0.0 $5.1k 13.00 395.69
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $4.6k 41.00 112.00
Ing Groep Sponsored Adr (ING) 0.0 $4.6k 209.00 21.87
Roper Industries (ROP) 0.0 $4.5k 8.00 566.88
Zoetis Cl A (ZTS) 0.0 $4.5k 29.00 155.97
Comcast Corp Cl A (CMCSA) 0.0 $4.2k 117.00 35.69
Pepsi (PEP) 0.0 $4.1k 31.00 132.06
Paccar (PCAR) 0.0 $4.1k 43.00 95.07
CSX Corporation (CSX) 0.0 $4.0k 123.00 32.63
Ishares Tr Global Mater Etf (MXI) 0.0 $3.9k 46.00 85.48
Eaton Corp SHS (ETN) 0.0 $3.9k 11.00 357.00
Totalenergies Se Sponsored Ads (TTE) 0.0 $3.9k 63.00 61.40
Ge Aerospace Com New (GE) 0.0 $3.8k 15.00 254.33
Quanta Services (PWR) 0.0 $3.8k 10.00 378.10
Bank of New York Mellon Corporation (BK) 0.0 $3.6k 40.00 91.12
Gartner (IT) 0.0 $3.6k 9.00 404.22
Southwest Airlines (LUV) 0.0 $3.6k 112.00 32.38
Honda Motor Adr Ech Cnv In 3 (HMC) 0.0 $3.5k 123.00 28.84
Danaher Corporation (DHR) 0.0 $3.2k 16.00 197.56
Abbott Laboratories (ABT) 0.0 $3.0k 22.00 136.05
EOG Resources (EOG) 0.0 $3.0k 25.00 119.64
Nextera Energy (NEE) 0.0 $3.0k 43.00 69.44
Capital One Financial (COF) 0.0 $2.6k 12.00 212.83
Bj's Wholesale Club Holdings (BJ) 0.0 $2.5k 23.00 107.87
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $2.3k 8.00 288.62
Cme (CME) 0.0 $2.2k 8.00 275.62
BP Sponsored Adr (BP) 0.0 $2.0k 68.00 29.94
ConocoPhillips (COP) 0.0 $2.0k 22.00 89.77
Ishares Tr Lifepath Tgt2035 (ITDC) 0.0 $1.9k 60.00 32.20
Ge Vernova (GEV) 0.0 $1.7k 3.00 575.33
Wec Energy Group (WEC) 0.0 $1.7k 16.00 104.25
Edwards Lifesciences (EW) 0.0 $1.6k 21.00 78.24
Northrop Grumman Corporation (NOC) 0.0 $1.5k 3.00 500.00
Johnson & Johnson (JNJ) 0.0 $916.999800 6.00 152.83
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.0 $900.999400 14.00 64.36
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.0 $896.000000 8.00 112.00
Organon & Co Common Stock (OGN) 0.0 $659.001600 68.00 9.69
Howmet Aerospace (HWM) 0.0 $636.999900 3.00 212.33
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $446.000400 9.00 49.56
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.0 $405.000000 6.00 67.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $221.000100 3.00 73.67
J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.0 $140.000100 3.00 46.67
Ishares Msci Cda Etf (EWC) 0.0 $138.999900 3.00 46.33
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.0 $124.000000 2.00 62.00
Spdr Series Trust Portfli Intrmdit (SPTI) 0.0 $116.000000 4.00 29.00
Spdr Series Trust Port Mtg Bk Etf (SPMB) 0.0 $106.000000 5.00 21.20
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $102.000000 1.00 102.00
Spdr Series Trust Portfolio Crport (SPBO) 0.0 $87.999900 3.00 29.33
Soundhound Ai Class A Com (SOUN) 0.0 $29.000100 3.00 9.67
Servicenow (NOW) 0.0 $0 0 0.00