Halbert Hargrove Global Advisors

Halbert Hargrove Global Advisors as of Dec. 31, 2025

Portfolio Holdings for Halbert Hargrove Global Advisors

Halbert Hargrove Global Advisors holds 353 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 16.3 $343M 501k 684.94
Wisdomtree Tr Us Efficient Cor (NTSX) 14.2 $298M 5.4M 54.81
Ishares Tr U S Equity Factr (LRGF) 11.7 $247M 3.6M 69.43
Ishares Tr Rus 1000 Etf (IWB) 8.4 $177M 474k 373.44
Ishares Tr Core Msci Eafe (IEFA) 7.9 $166M 1.9M 89.46
Ishares Core Msci Emkt (IEMG) 7.3 $153M 2.3M 67.22
Wisdomtree Tr Internationl Efi (NTSI) 6.5 $138M 3.1M 44.09
Ishares Tr Intl Eqty Factor (INTF) 6.0 $126M 3.3M 37.75
Ishares Tr Russell 2000 Etf (IWM) 4.3 $91M 369k 246.16
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.3 $71M 1.6M 44.41
Ishares Tr Msci Emg Mkt Etf (EEM) 2.9 $61M 1.1M 54.71
Ishares Tr Msci Eafe Etf (EFA) 2.0 $42M 435k 96.03
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.4 $30M 383k 77.53
Ishares Tr Micro-cap Etf (IWC) 0.7 $14M 87k 157.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $13M 201k 62.47
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.5 $10M 33k 309.04
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $8.3M 312k 26.68
Airbnb Com Cl A (ABNB) 0.3 $7.2M 53k 135.72
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $7.1M 76k 93.08
Ishares Tr Russell 3000 Etf (IWV) 0.3 $6.9M 18k 386.85
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.3 $6.5M 133k 48.70
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $6.0M 40k 148.98
Apple (AAPL) 0.3 $5.8M 21k 271.85
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $5.1M 50k 100.34
Microsoft Corporation (MSFT) 0.2 $4.4M 9.2k 483.64
Intuitive Surgical Com New (ISRG) 0.2 $4.4M 7.7k 566.36
Alphabet Cap Stk Cl A (GOOGL) 0.2 $4.3M 14k 313.00
Eli Lilly & Co. (LLY) 0.2 $3.8M 3.5k 1074.68
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $3.6M 36k 99.52
Metropcs Communications (TMUS) 0.2 $3.2M 16k 203.04
Home Depot (HD) 0.1 $3.0M 8.8k 344.10
Ball Corporation (BALL) 0.1 $2.6M 49k 52.97
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $2.4M 25k 95.09
Vanguard Wellington Us Multifactor (VFMF) 0.1 $2.0M 14k 150.72
Unity Software (U) 0.1 $1.8M 40k 44.17
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $1.8M 31k 57.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.6M 2.6k 614.43
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.5M 4.7k 313.81
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.4M 33k 44.17
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $1.2M 36k 33.45
Tesla Motors (TSLA) 0.1 $1.2M 2.6k 449.72
Zions Bancorporation (ZION) 0.1 $1.1M 19k 58.54
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $1.0M 7.0k 143.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $852k 2.5k 335.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $775k 14k 53.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $707k 1.0k 682.02
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $681k 12k 56.96
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $660k 1.4k 473.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $644k 1.0k 627.25
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $621k 5.1k 120.96
Lowe's Companies (LOW) 0.0 $617k 2.6k 241.16
Vanguard Index Fds Growth Etf (VUG) 0.0 $609k 1.2k 488.04
Ishares Tr Msci Gbl Sus Dev (SDG) 0.0 $587k 7.0k 84.23
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $571k 7.6k 75.16
Snowflake Com Shs (SNOW) 0.0 $494k 2.3k 219.36
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $491k 6.5k 75.44
Ishares Tr Core 60/40 Balan (AOR) 0.0 $478k 7.3k 65.01
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $467k 4.7k 99.88
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $452k 4.7k 95.96
Wal-Mart Stores (WMT) 0.0 $429k 3.9k 111.41
Wisdomtree Tr Us Quality Grow (QGRW) 0.0 $410k 7.0k 58.67
Us Bancorp Del Com New (USB) 0.0 $405k 7.6k 53.36
Public Storage (PSA) 0.0 $398k 1.5k 259.50
Select Sector Spdr Tr State Street Con (XLY) 0.0 $390k 3.3k 119.41
JPMorgan Chase & Co. (JPM) 0.0 $381k 1.2k 322.21
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $359k 2.4k 148.71
Ishares Tr Low Carbon Optim (CRBN) 0.0 $331k 1.4k 230.48
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $331k 4.3k 76.23
Vanguard Index Fds Small Cp Etf (VB) 0.0 $292k 1.1k 257.91
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $280k 1.8k 155.15
Wisdomtree Tr Emerging Markets (NTSE) 0.0 $252k 6.7k 37.73
Visa Com Cl A (V) 0.0 $250k 712.00 350.71
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $242k 3.4k 71.62
Abbvie (ABBV) 0.0 $240k 1.1k 228.49
Wisdomtree Tr Cybersecurity Fd (WCBR) 0.0 $231k 8.3k 27.85
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $226k 2.5k 89.43
Boeing Company (BA) 0.0 $217k 1.0k 217.12
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $216k 9.2k 23.38
Hancock John Pfd Income Sh Ben Int (HPI) 0.0 $215k 13k 16.19
Calamos Conv Opportunities & Sh Ben Int (CHI) 0.0 $210k 20k 10.48
3M Company (MMM) 0.0 $208k 1.3k 160.10
Ishares Tr Esg Aware Msci (ESML) 0.0 $203k 4.4k 45.99
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.0 $197k 5.1k 38.36
Wisdomtree Tr Artificial Intel (WTAI) 0.0 $195k 6.7k 29.14
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $194k 975.00 198.54
Meta Platforms Cl A (META) 0.0 $191k 289.00 660.09
Wisdomtree Tr Cloud Computng (WCLD) 0.0 $188k 5.4k 35.01
Ishares Tr Morningstar Grwt (ILCG) 0.0 $187k 1.8k 104.02
International Business Machines (IBM) 0.0 $186k 628.00 296.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $185k 875.00 211.70
Amplify Etf Tr Blockchain Techn (BLOK) 0.0 $182k 3.2k 56.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $179k 356.00 502.65
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $178k 1.2k 143.53
Vanguard Index Fds Value Etf (VTV) 0.0 $177k 928.00 190.99
Ark Etf Tr Blockchain & Fin (ARKF) 0.0 $176k 3.7k 47.63
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $172k 2.1k 83.74
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $169k 1.9k 89.55
Honeywell International (HON) 0.0 $166k 851.00 195.09
Bank of America Corporation (BAC) 0.0 $165k 3.0k 55.00
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $158k 5.3k 29.61
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $151k 7.8k 19.20
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $149k 3.8k 39.45
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $149k 4.6k 32.62
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $149k 5.7k 26.23
Texas Instruments Incorporated (TXN) 0.0 $147k 849.00 173.49
Pepsi (PEP) 0.0 $139k 968.00 143.52
McDonald's Corporation (MCD) 0.0 $137k 447.00 305.63
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $135k 1.1k 120.18
Vanguard Index Fds Large Cap Etf (VV) 0.0 $134k 427.00 314.80
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $132k 455.00 290.45
S&p Global (SPGI) 0.0 $131k 250.00 522.59
Abbott Laboratories (ABT) 0.0 $128k 1.0k 125.29
Broadcom (AVGO) 0.0 $125k 361.00 345.99
Morgan Stanley Com New (MS) 0.0 $124k 699.00 177.53
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $121k 13k 9.53
Pacer Fds Tr Aristotle Pacifi (FLRT) 0.0 $118k 2.5k 47.14
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $117k 4.3k 26.91
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $115k 3.5k 32.80
Wisdomtree Tr Us High Dividend (DHS) 0.0 $112k 1.1k 101.82
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $110k 1.7k 66.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $110k 1.2k 88.52
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $109k 361.00 301.81
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $108k 1.8k 60.17
Coca-Cola Company (KO) 0.0 $106k 1.5k 69.92
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $105k 13k 8.11
Spdr Series Trust State Street Spd (SDY) 0.0 $104k 749.00 139.10
Vanguard World Inf Tech Etf (VGT) 0.0 $103k 137.00 752.49
Exxon Mobil Corporation (XOM) 0.0 $99k 825.00 120.34
Ishares Tr Future Ai & Tech (ARTY) 0.0 $98k 2.0k 48.18
Simon Property (SPG) 0.0 $96k 521.00 185.11
Spdr Gold Tr Gold Shs (GLD) 0.0 $96k 242.00 396.31
Costco Wholesale Corporation (COST) 0.0 $96k 111.00 861.80
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $93k 1.3k 73.56
Wisdomtree Tr Europe Defense F (WDEF) 0.0 $91k 3.1k 29.01
Seabridge Gold (SA) 0.0 $89k 3.0k 29.59
Aberdeen Income Cred Strat (ACP) 0.0 $89k 16k 5.41
Peak (DOC) 0.0 $88k 5.5k 16.08
Sprott Asset Management Physical Silver (PSLV) 0.0 $88k 3.7k 23.65
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $87k 1.3k 69.47
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $86k 1.7k 49.65
Kimberly-Clark Corporation (KMB) 0.0 $86k 848.00 100.89
Clorox Company (CLX) 0.0 $86k 848.00 100.83
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) 0.0 $85k 4.5k 18.78
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $83k 274.00 304.09
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $82k 1.8k 46.71
Ge Aerospace Com New (GE) 0.0 $82k 265.00 307.82
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $81k 564.00 143.97
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $80k 1.6k 49.84
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $79k 2.4k 33.02
Ishares Tr Intl Dev Re Etf (IFGL) 0.0 $79k 3.4k 23.09
Hartford Financial Services (HIG) 0.0 $73k 533.00 137.80
Vanguard World Mega Grwth Ind (MGK) 0.0 $73k 177.00 412.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $71k 2.6k 27.43
Mastercard Incorporated Cl A (MA) 0.0 $71k 124.00 571.77
Ishares Tr Core Msci Intl (IDEV) 0.0 $70k 852.00 82.52
Chevron Corporation (CVX) 0.0 $70k 456.00 152.57
Enterprise Products Partners (EPD) 0.0 $69k 2.2k 32.06
Proshares Tr S&p Tech Dividen (TDV) 0.0 $67k 769.00 86.58
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $66k 498.00 132.37
Alaska Air (ALK) 0.0 $63k 1.3k 50.30
Amazon (AMZN) 0.0 $63k 271.00 230.82
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $62k 296.00 210.21
Medalist Diversified Reit In (MDRR) 0.0 $62k 5.0k 12.30
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $60k 1.3k 46.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $60k 806.00 74.04
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $58k 1.0k 58.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $58k 300.00 191.56
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $57k 545.00 104.07
Las Vegas Sands (LVS) 0.0 $56k 867.00 65.09
Oracle Corporation (ORCL) 0.0 $55k 283.00 194.91
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $55k 151.00 361.05
Ishares Tr Global Tech Etf (IXN) 0.0 $54k 514.00 105.00
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $54k 10k 5.30
Ishares Msci Emrg Chn (EMXC) 0.0 $54k 736.00 72.68
Deere & Company (DE) 0.0 $53k 114.00 465.57
Ishares Tr Morningstar Valu (ILCV) 0.0 $53k 561.00 94.40
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $53k 1.1k 48.32
Advanced Micro Devices (AMD) 0.0 $52k 244.00 214.16
Global X Fds Genomics And Bio (GNOM) 0.0 $50k 1.1k 45.46
At&t (T) 0.0 $50k 2.0k 24.84
Spdr Series Trust State Street Spd (XBI) 0.0 $49k 400.00 121.93
Asml Holding N V N Y Registry Shs (ASML) 0.0 $48k 45.00 1072.20
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $48k 2.0k 24.04
Xai Octagon Floatng Rate Alt (XFLT) 0.0 $48k 10k 4.80
Ishares Tr Core Div Grwth (DGRO) 0.0 $47k 678.00 69.42
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $47k 2.0k 23.23
Sprott Asset Management Physical Gold An (CEF) 0.0 $46k 1.0k 45.80
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $45k 924.00 48.66
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $45k 852.00 52.71
Ishares Tr Eafe Value Etf (EFV) 0.0 $44k 619.00 71.37
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $44k 955.00 45.51
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $43k 750.00 57.24
Blackstone Group Inc Com Cl A (BX) 0.0 $43k 278.00 154.14
Ge Vernova (GEV) 0.0 $43k 65.00 656.22
Caterpillar (CAT) 0.0 $43k 74.00 576.00
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.0 $43k 1.0k 42.48
New Jersey Resources Corporation (NJR) 0.0 $42k 900.00 46.12
Nextera Energy (NEE) 0.0 $41k 510.00 80.28
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $40k 161.00 250.31
Nuveen Cr Strategies Income Com Shs (JQC) 0.0 $40k 8.0k 5.02
Spdr Series Trust State Street Spd (SPYM) 0.0 $38k 474.00 80.22
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $38k 750.00 50.59
Direxion Shs Etf Tr Daily Nvda 2x Sh (NVDU) 0.0 $38k 319.00 117.81
Yum! Brands (YUM) 0.0 $37k 246.00 151.13
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $37k 460.00 79.90
Union Pacific Corporation (UNP) 0.0 $37k 158.00 231.32
Waste Management (WM) 0.0 $37k 166.00 219.71
NVIDIA Corporation (NVDA) 0.0 $35k 187.00 186.14
Ishares Tr Core Msci Euro (IEUR) 0.0 $35k 490.00 70.98
Fidelity Covington Trust Enhanced Large (FELC) 0.0 $34k 897.00 38.17
Direxion Shs Etf Tr Daily Amd Bull (AMUU) 0.0 $34k 618.00 54.72
Ishares Tr Expanded Tech (IGV) 0.0 $33k 315.00 105.69
Ishares Tr Core Msci Total (IXUS) 0.0 $31k 367.00 84.64
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $31k 200.00 154.80
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $31k 520.00 59.28
Fs Kkr Capital Corp (FSK) 0.0 $31k 2.1k 14.81
Blue Owl Capital Com Cl A (OWL) 0.0 $30k 2.0k 14.94
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $30k 62.00 480.58
Lam Research Corp Com New (LRCX) 0.0 $28k 163.00 171.29
Novo-nordisk A S Adr (NVO) 0.0 $28k 549.00 50.85
salesforce (CRM) 0.0 $28k 105.00 265.27
First Tr Exchange-traded A Com Shs (FTC) 0.0 $28k 174.00 159.88
EQT Corporation (EQT) 0.0 $27k 500.00 53.60
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.0 $27k 121.00 221.33
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $27k 189.00 141.06
Ishares Tr U.s. Finls Etf (IYF) 0.0 $27k 206.00 128.93
Freeport-mcmoran CL B (FCX) 0.0 $26k 508.00 50.83
Trane Technologies SHS (TT) 0.0 $26k 66.00 390.30
Vanguard World Consum Dis Etf (VCR) 0.0 $26k 65.00 393.92
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $24k 145.00 167.94
Key (KEY) 0.0 $23k 1.1k 20.64
Global X Fds Fintech Etf (FINX) 0.0 $22k 750.00 29.43
Wells Fargo & Company (WFC) 0.0 $22k 233.00 93.20
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.0 $22k 492.00 43.64
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $21k 325.00 64.39
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.0 $21k 274.00 75.73
Iron Mountain (IRM) 0.0 $21k 250.00 82.95
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $20k 155.00 131.59
BP Sponsored Adr (BP) 0.0 $20k 568.00 34.73
Research Frontiers (REFR) 0.0 $20k 15k 1.31
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $20k 651.00 30.07
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $20k 331.00 58.80
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $19k 43.00 444.60
Tcw Etf Trust Transfrm 500 Etf (VOTE) 0.0 $19k 232.00 80.22
Thermo Fisher Scientific (TMO) 0.0 $19k 32.00 579.47
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.0 $19k 204.00 90.72
Ishares Tr Global Energ Etf (IXC) 0.0 $18k 429.00 41.93
Rocket Cos Com Cl A (RKT) 0.0 $18k 923.00 19.36
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) 0.0 $18k 425.00 42.03
Mondelez Intl Cl A (MDLZ) 0.0 $18k 325.00 53.83
Intuit (INTU) 0.0 $17k 26.00 664.85
Woodward Governor Company (WWD) 0.0 $17k 55.00 304.07
Xpo Logistics Inc equity (XPO) 0.0 $16k 119.00 135.92
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $16k 113.00 141.05
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $16k 75.00 212.08
Applied Materials (AMAT) 0.0 $16k 61.00 257.00
Marathon Petroleum Corp (MPC) 0.0 $16k 96.00 162.64
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $15k 73.00 209.12
Agnico (AEM) 0.0 $15k 87.00 169.54
Warner Bros Discovery Com Ser A (WBD) 0.0 $14k 483.00 28.82
Loews Corporation (L) 0.0 $14k 132.00 105.31
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $14k 192.00 71.45
Vanguard World Mega Cap Val Etf (MGV) 0.0 $14k 97.00 141.16
UnitedHealth (UNH) 0.0 $14k 41.00 330.12
Raytheon Technologies Corp (RTX) 0.0 $14k 73.00 184.55
Themes Etf Tr Leverage Shares (TSMG) 0.0 $14k 567.00 23.76
Ishares Tr Us Br Del Se Etf (IAI) 0.0 $13k 74.00 179.38
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $13k 127.00 101.98
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $12k 46.00 269.20
Netflix (NFLX) 0.0 $12k 130.00 93.76
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $12k 124.00 97.40
Shell Spon Ads (SHEL) 0.0 $12k 162.00 73.31
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.0 $12k 220.00 53.95
Digitalocean Hldgs (DOCN) 0.0 $12k 245.00 48.12
TJX Companies (TJX) 0.0 $11k 74.00 153.62
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $11k 371.00 29.55
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 0.0 $11k 421.00 25.48
Booking Holdings (BKNG) 0.0 $11k 2.00 5355.50
Pitney Bowes (PBI) 0.0 $11k 1.0k 10.57
Fidelity Covington Trust Enhanced Large (FELG) 0.0 $11k 253.00 41.75
American Express Company (AXP) 0.0 $10k 28.00 369.96
Crowdstrike Hldgs Cl A (CRWD) 0.0 $10k 22.00 468.77
Solstice Advanced Matls Com Shs (SOLS) 0.0 $10k 211.00 48.58
Fidelity Covington Trust Momentum Factr (FDMO) 0.0 $9.9k 118.00 83.87
Corteva (CTVA) 0.0 $9.5k 141.00 67.04
Msc Income Fund (MSIF) 0.0 $9.4k 716.00 13.14
Metalla Rty & Streaming Com New (MTA) 0.0 $9.3k 1.2k 7.78
Gilead Sciences (GILD) 0.0 $9.3k 76.00 122.75
Capital Group Dividend Growe Shs Etf (CGDG) 0.0 $9.2k 257.00 35.64
American Financial (AFG) 0.0 $8.9k 65.00 136.52
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $8.8k 71.00 123.27
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $8.7k 200.00 43.30
Cisco Systems (CSCO) 0.0 $8.6k 112.00 77.04
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $8.6k 70.00 122.23
Spdr Series Trust State Street Spd (XRT) 0.0 $8.1k 95.00 85.29
Banco Santander Sa Adr (SAN) 0.0 $7.9k 676.00 11.73
Ishares Tr Msci Euro Fl Etf (EUFN) 0.0 $7.6k 205.00 37.09
Lockheed Martin Corporation (LMT) 0.0 $7.3k 15.00 483.73
Qualcomm (QCOM) 0.0 $7.0k 41.00 171.07
Accenture Plc Ireland Shs Class A (ACN) 0.0 $7.0k 26.00 268.31
American Water Works (AWK) 0.0 $6.7k 51.00 131.76
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $6.7k 206.00 32.56
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $6.3k 102.00 62.16
Carrier Global Corporation (CARR) 0.0 $6.1k 116.00 52.84
Ing Groep Sponsored Adr (ING) 0.0 $5.9k 209.00 28.00
Qnity Electronics Common Stock (Q) 0.0 $5.7k 70.00 81.66
Dupont De Nemours (DD) 0.0 $5.7k 141.00 40.21
Paychex (PAYX) 0.0 $5.6k 50.00 112.18
Ingersoll Rand (IR) 0.0 $5.1k 64.00 79.23
Paccar (PCAR) 0.0 $4.7k 43.00 109.51
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $4.7k 41.00 113.93
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.0 $4.6k 79.00 58.77
Stryker Corporation (SYK) 0.0 $4.6k 13.00 351.54
CSX Corporation (CSX) 0.0 $4.5k 123.00 36.25
Ishares Tr Global Mater Etf (MXI) 0.0 $4.4k 46.00 96.65
Ishares Tr Esg Aware 80/20 (EAOA) 0.0 $4.4k 107.00 41.47
Totalenergies Se Act (TTE) 0.0 $4.1k 63.00 65.43
Spdr Series Trust State Street Spd (SPTM) 0.0 $4.1k 50.00 82.26
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $3.8k 37.00 102.54
Merck & Co (MRK) 0.0 $3.7k 35.00 105.29
Danaher Corporation (DHR) 0.0 $3.7k 16.00 228.94
Honda Motor Adr Ech Cnv In 3 (HMC) 0.0 $3.6k 123.00 29.49
Eaton Corp SHS (ETN) 0.0 $3.5k 11.00 318.55
Kyndryl Hldgs Common Stock (KD) 0.0 $3.3k 125.00 26.56
Dow (DOW) 0.0 $3.3k 141.00 23.38
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $3.2k 101.00 31.51
Ishares Tr Core 40/60 Moder (AOM) 0.0 $3.1k 65.00 47.40
Defi Technologies (DEFT) 0.0 $2.9k 3.8k 0.75
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $2.6k 8.00 326.00
Bj's Wholesale Club Holdings (BJ) 0.0 $2.1k 23.00 90.04
ConocoPhillips (COP) 0.0 $2.1k 22.00 93.64
Ishares Tr Lifepath Tgt2035 (ITDC) 0.0 $1.8k 53.00 33.98
Edwards Lifesciences (EW) 0.0 $1.8k 21.00 85.29
Spdr Series Trust State Street Spd (SPYG) 0.0 $1.7k 16.00 106.75
Gartner (IT) 0.0 $1.3k 5.00 252.40
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.0 $1.2k 10.00 123.40
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.0 $724.000000 10.00 72.40
Howmet Aerospace (HWM) 0.0 $702.000000 3.00 234.00
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.0 $610.000200 9.00 67.78
Servicenow (NOW) 0.0 $376.000000 2.00 188.00
Walt Disney Company (DIS) 0.0 $259.000000 2.00 129.50
Cbre Group Cl A (CBRE) 0.0 $203.000000 1.00 203.00
J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.0 $186.000000 4.00 46.50
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.0 $181.000000 2.00 90.50
Ishares Msci Cda Etf (EWC) 0.0 $162.000000 3.00 54.00
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 0.0 $161.000000 2.00 80.50
J P Morgan Exchange Traded F Internl Gwt (JIG) 0.0 $147.000000 2.00 73.50
Spdr Series Trust State Street Spd (SPTI) 0.0 $116.000000 4.00 29.00
Spdr Series Trust State Street Spd (BIL) 0.0 $99.000000 1.00 99.00
Spdr Series Trust State Street Spd (SPBO) 0.0 $89.000100 3.00 29.67
Spdr Series Trust State Street Spd (SPMB) 0.0 $68.000100 3.00 22.67
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $34.000000 1.00 34.00
Soundhound Ai Class A Com (SOUN) 0.0 $27.000000 3.00 9.00