Halbert Hargrove Global Advisors

Halbert Hargrove Global Advisors as of March 31, 2026

Portfolio Holdings for Halbert Hargrove Global Advisors

Halbert Hargrove Global Advisors holds 361 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 15.8 $328M 502k 653.21
Wisdomtree Tr Us Efficient Cor (NTSX) 13.6 $283M 5.4M 52.15
Ishares Tr U S Equity Factr (LRGF) 11.5 $239M 3.6M 66.00
Ishares Tr Core Msci Eafe (IEFA) 8.1 $168M 1.9M 90.53
Wisdomtree Tr U S Adaptive Mvn 8.1 $167M 7.0M 24.06
Ishares Core Msci Emkt (IEMG) 7.6 $158M 2.3M 69.75
Wisdomtree Tr Internationl Efi (NTSI) 6.6 $137M 3.1M 44.01
Ishares Tr Intl Eqty Factor (INTF) 6.3 $130M 3.3M 38.96
Series Portfolios Tr Acuitas Sml Cap 3.5 $72M 3.0M 23.69
Ishares Tr Msci Emg Mkt Etf (EEM) 3.0 $62M 1.1M 56.79
Wisdomtree Tr Intl Adaptive Mo 2.9 $60M 1.5M 39.11
Spdr Index Shs Fds State Street Spd (SPDW) 2.5 $53M 1.2M 45.65
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.4 $29M 375k 78.41
Ishares Tr Russell 2000 Etf (IWM) 1.0 $21M 86k 248.00
Ishares Tr Micro-cap Etf (IWC) 0.7 $14M 85k 159.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $13M 195k 64.08
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.4 $9.1M 31k 295.12
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $7.8M 298k 26.20
Ishares Tr Rus 1000 Etf (IWB) 0.3 $6.8M 19k 356.57
Airbnb Com Cl A (ABNB) 0.3 $6.7M 53k 126.28
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $6.6M 72k 92.28
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.3 $6.1M 128k 47.82
Ishares Tr Russell 3000 Etf (IWV) 0.3 $5.7M 16k 370.68
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $5.7M 40k 141.42
Ishares Tr Msci Eafe Etf (EFA) 0.3 $5.4M 55k 97.13
Apple (AAPL) 0.2 $4.9M 19k 253.80
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $4.6M 45k 100.57
Intuitive Surgical Com New (ISRG) 0.2 $4.2M 9.1k 460.99
Alphabet Cap Stk Cl A (GOOGL) 0.2 $3.9M 14k 287.56
Metropcs Communications (TMUS) 0.2 $3.3M 16k 210.03
Microsoft Corporation (MSFT) 0.2 $3.2M 8.7k 370.18
Eli Lilly & Co. (LLY) 0.2 $3.2M 3.4k 919.77
Home Depot (HD) 0.1 $2.9M 8.8k 328.89
Ball Corporation (BALL) 0.1 $2.9M 49k 59.11
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $2.4M 25k 95.62
Vanguard Wellington Us Multifactor (VFMF) 0.1 $2.1M 14k 155.07
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $2.1M 21k 100.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.5M 2.5k 577.29
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.4M 32k 45.47
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.4M 4.7k 286.86
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $1.3M 35k 35.94
Zions Bancorporation (ZION) 0.1 $1.1M 19k 57.62
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $1.0M 7.0k 145.78
Amazon (AMZN) 0.0 $991k 4.8k 208.27
Tesla Motors (TSLA) 0.0 $975k 2.6k 371.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $844k 2.6k 320.84
Unity Software (U) 0.0 $799k 36k 21.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $785k 15k 54.05
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $705k 12k 59.19
Snowflake Com Shs (SNOW) 0.0 $671k 4.5k 150.82
Lowe's Companies (LOW) 0.0 $605k 2.6k 236.28
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.0 $598k 920.00 650.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $590k 1.4k 426.44
Ishares Tr Msci Gbl Sus Dev (SDG) 0.0 $583k 6.9k 83.96
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $562k 5.0k 112.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $537k 898.00 597.88
Wal-Mart Stores (WMT) 0.0 $522k 4.2k 124.28
Vanguard Index Fds Growth Etf (VUG) 0.0 $513k 1.2k 436.96
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $464k 4.7k 99.27
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $450k 4.7k 95.83
Ishares Tr Core 60/40 Balan (AOR) 0.0 $427k 6.6k 64.35
Public Storage (PSA) 0.0 $415k 1.5k 270.88
Us Bancorp Com New (USB) 0.0 $394k 7.6k 52.01
Wisdomtree Tr Us Quality Grow (QGRW) 0.0 $381k 7.1k 53.43
Select Sector Spdr Tr State Street Con (XLY) 0.0 $356k 3.3k 108.98
JPMorgan Chase & Co. (JPM) 0.0 $348k 1.2k 294.15
Direxion Shares Etf Trust Daily Technology (TECL) 0.0 $346k 4.0k 86.55
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $344k 2.4k 142.45
Vanguard Index Fds Small Cp Etf (VB) 0.0 $297k 1.1k 262.02
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $293k 1.8k 161.72
Ishares Tr Low Carbon Optim (CRBN) 0.0 $282k 1.3k 222.75
Wisdomtree Tr Emerging Markets (NTSE) 0.0 $261k 6.6k 39.75
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $256k 4.3k 59.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $250k 3.2k 77.11
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $229k 3.2k 71.73
Abbvie (ABBV) 0.0 $228k 1.1k 217.49
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $222k 2.5k 87.84
Calamos Conv Opportunities & Sh Ben Int (CHI) 0.0 $215k 20k 10.74
Wisdomtree Tr Cybersecurity Fd (WCBR) 0.0 $215k 8.6k 24.94
Boeing Company (BA) 0.0 $215k 1.1k 199.03
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $214k 9.2k 23.14
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.0 $210k 5.1k 40.81
Hancock John Pfd Income Sh Ben Int (HPI) 0.0 $208k 13k 15.69
Visa Com Cl A (V) 0.0 $203k 671.00 302.24
Wisdomtree Tr Artificial Intel (WTAI) 0.0 $195k 6.9k 28.23
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $192k 1.0k 191.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $189k 870.00 217.15
3M Company (MMM) 0.0 $189k 1.3k 145.23
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $182k 1.2k 148.06
Vanguard Index Fds Value Etf (VTV) 0.0 $181k 922.00 196.20
Ishares Tr Esg Aware Msci (ESML) 0.0 $176k 3.7k 47.03
Ishares Tr Morningstar Grwt (ILCG) 0.0 $171k 1.8k 95.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $171k 356.00 479.44
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $170k 2.1k 82.74
Direxion Shares Etf Trust Daily S&p Biotec (LABU) 0.0 $166k 1.0k 166.09
Meta Platforms Cl A (META) 0.0 $165k 289.00 572.13
Texas Instruments Incorporated (TXN) 0.0 $165k 849.00 194.14
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $162k 5.3k 30.50
Amplify Etf Tr Blockchain Techn (BLOK) 0.0 $158k 3.2k 49.81
Wisdomtree Tr Cloud Computng (WCLD) 0.0 $156k 5.7k 27.32
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $153k 1.7k 88.48
International Business Machines (IBM) 0.0 $152k 628.00 242.39
Honeywell International (HON) 0.0 $149k 659.00 226.03
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $148k 3.5k 42.56
Bank of America Corporation (BAC) 0.0 $146k 3.0k 48.75
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $142k 5.7k 25.10
Chevron Corporation (CVX) 0.0 $142k 686.00 207.05
Ark Etf Tr Blockchain & Fin (ARKF) 0.0 $140k 3.7k 38.01
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $134k 7.8k 17.12
Exxon Mobil Corporation (XOM) 0.0 $134k 788.00 169.66
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $130k 4.5k 29.13
Vanguard Index Fds Large Cap Etf (VV) 0.0 $128k 427.00 298.85
McDonald's Corporation (MCD) 0.0 $124k 400.00 310.79
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $121k 1.8k 67.53
Wisdomtree Tr Us High Dividend (DHS) 0.0 $120k 1.1k 109.22
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $117k 14k 8.66
Procter & Gamble Company (PG) 0.0 $117k 807.00 144.44
Coca-Cola Company (KO) 0.0 $116k 1.5k 76.06
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $115k 401.00 287.44
Morgan Stanley Com New (MS) 0.0 $115k 699.00 164.57
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $114k 1.3k 88.67
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $111k 4.3k 25.64
Costco Wholesale Corporation (COST) 0.0 $111k 111.00 995.80
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $110k 3.5k 31.33
Wisdomtree Tr Europe Defense F (WDEF) 0.0 $110k 3.5k 30.94
Spdr Series Trust State Street Spd (SDY) 0.0 $109k 749.00 145.88
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $108k 358.00 301.94
S&p Global (SPGI) 0.0 $106k 250.00 425.34
Abbott Laboratories (ABT) 0.0 $105k 1.0k 102.67
Spdr Gold Tr Gold Shs (GLD) 0.0 $104k 242.00 430.29
Broadcom (AVGO) 0.0 $102k 331.00 309.40
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) 0.0 $99k 4.5k 22.06
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $98k 13k 7.54
Simon Property (SPG) 0.0 $97k 521.00 186.53
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $95k 764.00 124.30
Ishares Tr Future Ai & Tech (ARTY) 0.0 $95k 2.0k 46.53
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $95k 1.3k 75.10
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $93k 274.00 338.18
Vanguard World Inf Tech Etf (VGT) 0.0 $91k 130.00 696.46
Sprott Asset Management Physical Silver (PSLV) 0.0 $90k 3.7k 24.39
Peak (DOC) 0.0 $90k 5.5k 16.43
Clorox Company (CLX) 0.0 $88k 848.00 103.63
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $88k 1.8k 49.69
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $86k 1.3k 68.28
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $85k 2.4k 35.44
Seabridge Gold (SA) 0.0 $85k 3.0k 28.34
Aberdeen Income Cred Strat (ACP) 0.0 $84k 16k 5.10
Enterprise Products Partners (EPD) 0.0 $81k 2.2k 37.84
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $80k 1.6k 49.79
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $80k 2.6k 30.67
Ishares Tr Intl Dev Re Etf (IFGL) 0.0 $76k 3.4k 22.36
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $75k 564.00 132.90
Ge Aerospace Com New (GE) 0.0 $73k 258.00 283.57
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $73k 1.2k 62.56
Hartford Financial Services (HIG) 0.0 $72k 533.00 135.23
Ishares Tr Core Msci Intl (IDEV) 0.0 $71k 852.00 83.61
Spdr Series Trust State Street Spd (BIL) 0.0 $71k 772.00 91.59
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $67k 1.7k 38.42
Proshares Tr S&p Tech Dividen (TDV) 0.0 $65k 769.00 84.71
Vanguard World Mega Grwth Ind (MGK) 0.0 $65k 177.00 367.44
Deere & Company (DE) 0.0 $64k 114.00 563.31
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $62k 498.00 125.13
Mastercard Incorporated Cl A (MA) 0.0 $62k 124.00 501.47
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $61k 2.5k 24.75
Spdr Index Shs Fds State Street Spd (SPEM) 0.0 $60k 1.3k 46.91
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $60k 45.00 1323.71
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $58k 2.1k 27.65
At&t (T) 0.0 $58k 2.0k 28.99
Ishares Msci Emrg Chn (EMXC) 0.0 $58k 736.00 78.66
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $58k 545.00 106.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $58k 300.00 191.92
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $57k 149.00 384.40
Ishares Tr Eafe Value Etf (EFV) 0.0 $56k 750.00 74.40
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $56k 1.0k 55.52
Ge Vernova (GEV) 0.0 $54k 62.00 876.60
Caterpillar (CAT) 0.0 $53k 74.00 712.32
Ishares Tr Global Tech Etf (IXN) 0.0 $51k 514.00 99.97
Spdr Series Trust State Street Spd (XBI) 0.0 $51k 400.00 127.73
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $51k 10k 5.03
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $50k 1.2k 41.68
Advanced Micro Devices (AMD) 0.0 $50k 244.00 203.43
New Jersey Resources Corporation (NJR) 0.0 $49k 900.00 54.92
Global X Fds S&p 500 Covered (XYLD) 0.0 $49k 1.3k 39.13
Global X Fds Genomics And Bio (GNOM) 0.0 $48k 1.1k 43.74
Sprott Asset Management Physical Gold An (CEF) 0.0 $48k 1.0k 47.72
Ishares Tr Core Div Grwth (DGRO) 0.0 $48k 678.00 70.18
Nextera Energy (NEE) 0.0 $47k 510.00 92.88
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $47k 221.00 213.49
Las Vegas Sands (LVS) 0.0 $47k 867.00 53.88
Alaska Air (ALK) 0.0 $46k 1.3k 36.78
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $44k 183.00 240.34
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $43k 955.00 45.26
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $43k 750.00 56.68
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.0 $40k 1.0k 40.14
Oracle Corporation (ORCL) 0.0 $40k 270.00 147.11
Nuveen Cr Strategies Income Com Shs (JQC) 0.0 $39k 8.0k 4.87
Union Pacific Corporation (UNP) 0.0 $38k 158.00 242.62
Yum! Brands (YUM) 0.0 $38k 246.00 155.33
Waste Management (WM) 0.0 $38k 166.00 229.80
Spdr Series Trust State Street Spd (SPYM) 0.0 $36k 474.00 76.54
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $36k 460.00 78.83
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $36k 750.00 48.15
Lam Research Corp Com New (LRCX) 0.0 $35k 163.00 213.79
Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL) 0.0 $35k 187.00 184.72
Ishares Tr Core Msci Euro (IEUR) 0.0 $34k 490.00 70.27
Xai Octagn Flt Rat & Alt Inm Com Shs Benf Int (XFLT) 0.0 $34k 2.0k 17.18
Direxion Shares Etf Trust Dly Nvda Bull 2x (NVDU) 0.0 $33k 345.00 96.27
Fidelity Covington Trust Enhanced Large (FELC) 0.0 $33k 897.00 36.27
EQT Corporation (EQT) 0.0 $32k 500.00 63.64
Ishares Tr Core Msci Total (IXUS) 0.0 $32k 367.00 86.64
Freeport Mcmoran CL B (FCX) 0.0 $30k 508.00 58.83
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $29k 200.00 146.61
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $29k 62.00 463.19
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $28k 520.00 54.55
Trane Technologies SHS (TT) 0.0 $28k 66.00 417.92
Direxion Shares Etf Trust Daily Semiconduc (SOXL) 0.0 $27k 563.00 47.93
First Tr Exchange-traded A Com Shs (FTC) 0.0 $27k 174.00 154.14
BP Sponsored Adr (BP) 0.0 $27k 568.00 47.00
Direxion Shares Etf Trust Dly Amd Bull 2x (AMUU) 0.0 $26k 618.00 42.62
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $26k 189.00 138.32
Iron Mountain (IRM) 0.0 $26k 250.00 102.14
Ishares Tr Expanded Tech (IGV) 0.0 $25k 315.00 80.05
Ishares Tr Global Energ Etf (IXC) 0.0 $25k 429.00 57.61
Pepsi (PEP) 0.0 $24k 157.00 155.29
Ishares Tr U.s. Finls Etf (IYF) 0.0 $24k 206.00 117.66
NVIDIA Corporation (NVDA) 0.0 $24k 137.00 173.95
Marathon Petroleum Corp (MPC) 0.0 $23k 96.00 244.19
Vanguard World Consum Dis Etf (VCR) 0.0 $23k 65.00 359.03
Xpo Logistics Inc equity (XPO) 0.0 $23k 119.00 194.55
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $23k 145.00 155.11
Key (KEY) 0.0 $22k 1.1k 20.05
Digitalocean Hldgs (DOCN) 0.0 $21k 245.00 85.78
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.0 $21k 492.00 42.54
Applied Materials (AMAT) 0.0 $21k 61.00 341.80
Spdr Series Trust State Street Spd (SPYG) 0.0 $21k 210.00 97.91
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $21k 155.00 132.50
Spdr Index Shs Fds State Street Spd (FEZ) 0.0 $20k 325.00 62.08
Novo-nordisk A S Adr (NVO) 0.0 $20k 549.00 36.73
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $20k 651.00 30.96
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.0 $20k 274.00 72.73
Woodward Governor Company (WWD) 0.0 $20k 55.00 359.98
Mondelez Intl Cl A (MDLZ) 0.0 $19k 325.00 57.64
Tcw Etf Trust Transfrm 500 Etf (VOTE) 0.0 $18k 232.00 76.30
Agnico (AEM) 0.0 $18k 87.00 202.99
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $18k 43.00 407.70
salesforce (CRM) 0.0 $17k 93.00 186.96
Global X Fds Fintech Etf (FINX) 0.0 $17k 750.00 23.10
Blackstone Group Inc Com Cl A (BX) 0.0 $17k 148.00 114.99
Philip Morris International (PM) 0.0 $17k 100.00 165.34
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $17k 113.00 145.74
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $16k 75.00 211.16
Thermo Fisher Scientific (TMO) 0.0 $16k 32.00 491.53
Themes Etf Tr Leverage Shares (TSMG) 0.0 $16k 567.00 27.61
Shell Spon Ads (SHEL) 0.0 $15k 162.00 92.79
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $15k 73.00 205.81
Raytheon Technologies Corp (RTX) 0.0 $14k 73.00 194.11
Vanguard World Mega Cap Val Etf (MGV) 0.0 $14k 97.00 144.96
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $14k 127.00 110.47
Warner Bros Discovery Com Ser A (WBD) 0.0 $13k 483.00 27.46
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $13k 175.00 75.45
Rocket Cos Com Cl A (RKT) 0.0 $13k 923.00 14.25
Msc Income Fund (MSIF) 0.0 $13k 1.1k 12.18
Loews Corporation (L) 0.0 $13k 122.00 106.75
Netflix (NFLX) 0.0 $13k 130.00 96.15
Ishares Tr Us Br Del Se Etf (IAI) 0.0 $12k 74.00 164.19
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $12k 192.00 62.68
Corteva (CTVA) 0.0 $12k 141.00 83.72
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $12k 124.00 93.54
Intuit (INTU) 0.0 $11k 26.00 433.96
UnitedHealth (UNH) 0.0 $11k 41.00 270.61
Pitney Bowes (PBI) 0.0 $11k 1.0k 11.05
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $11k 371.00 29.49
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $11k 46.00 234.04
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 0.0 $11k 421.00 25.32
TJX Companies (TJX) 0.0 $10k 63.00 159.71
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.0 $9.8k 220.00 44.73
Fidelity Covington Trust Enhanced Large (FELG) 0.0 $9.5k 253.00 37.54
Fidelity Covington Trust Momentum Factr (FDMO) 0.0 $9.4k 118.00 80.02
Capital Group Dividend Growe Shs Etf (CGDG) 0.0 $9.2k 257.00 35.90
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $9.2k 150.00 61.26
Ishares Tr Esg Aware 80/20 (EAOA) 0.0 $9.2k 226.00 40.58
Crowdstrike Hldgs Cl A (CRWD) 0.0 $8.6k 22.00 390.45
American Express Company (AXP) 0.0 $8.5k 28.00 302.50
Booking Holdings (BKNG) 0.0 $8.4k 2.00 4210.50
American Financial (AFG) 0.0 $8.3k 65.00 127.57
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $8.1k 72.00 112.89
Qnity Electronics Common Stock (Q) 0.0 $8.1k 70.00 115.39
Fidelity Covington Trust Enhanced Intl (FENI) 0.0 $7.8k 209.00 37.14
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $7.7k 70.00 110.13
Spdr Series Trust State Street Spd (SPYV) 0.0 $7.7k 136.00 56.58
Spdr Series Trust State Street Spd (XRT) 0.0 $7.6k 95.00 80.47
Banco Santander Sa Adr (SAN) 0.0 $7.6k 676.00 11.28
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $7.4k 66.00 111.38
Ishares Tr Msci Euro Fl Etf (EUFN) 0.0 $7.1k 205.00 34.85
Gilead Sciences (GILD) 0.0 $7.1k 51.00 139.37
American Water Works (AWK) 0.0 $7.0k 51.00 137.41
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $7.0k 206.00 33.85
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $6.9k 92.00 75.20
Carrier Global Corporation (CARR) 0.0 $6.5k 116.00 56.31
Dupont De Nemours (DD) 0.0 $6.5k 141.00 45.80
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $6.2k 67.00 92.76
Dow (DOW) 0.0 $5.9k 141.00 41.65
Totalenergies Se Act (TTE) 0.0 $5.7k 63.00 90.98
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $5.6k 9.00 616.78
Ing Groep Sponsored Adr (ING) 0.0 $5.4k 209.00 26.05
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $5.4k 102.00 53.35
Lockheed Martin Corporation (LMT) 0.0 $5.4k 9.00 604.44
Qualcomm (QCOM) 0.0 $5.3k 41.00 128.78
Cisco Systems (CSCO) 0.0 $5.2k 67.00 77.60
Accenture Plc Ireland Shs Class A (ACN) 0.0 $5.2k 26.00 198.31
Ingersoll Rand (IR) 0.0 $5.1k 64.00 80.12
CSX Corporation (CSX) 0.0 $5.0k 123.00 41.06
Paccar (PCAR) 0.0 $5.0k 43.00 115.51
Ishares Tr Global Mater Etf (MXI) 0.0 $4.9k 46.00 106.24
Stryker Corporation (SYK) 0.0 $4.3k 13.00 328.62
Merck & Co (MRK) 0.0 $4.2k 35.00 120.31
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $4.2k 18.00 231.06
Spdr Series Trust State Street Spd (SPTM) 0.0 $3.9k 50.00 78.84
Eaton Corp SHS (ETN) 0.0 $3.9k 11.00 357.73
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $3.8k 37.00 102.27
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.0 $3.5k 79.00 44.61
Ishares Tr Msci Usa Value (VLUE) 0.0 $3.4k 24.00 142.21
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $3.3k 101.00 32.44
Danaher Corporation (DHR) 0.0 $3.0k 16.00 189.62
Honda Motor Adr Ech Cnv In 3 (HMC) 0.0 $3.0k 123.00 24.32
ConocoPhillips (COP) 0.0 $2.9k 22.00 132.00
Ishares Tr Core 40/60 Moder (AOM) 0.0 $2.9k 61.00 47.61
Paychex (PAYX) 0.0 $2.8k 30.00 92.13
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $2.5k 8.00 316.75
Spdr Index Shs Fds State Street Spd (QEFA) 0.0 $2.5k 27.00 93.63
Bj's Wholesale Club Holdings (BJ) 0.0 $2.3k 23.00 98.43
Defi Technologies (DEFT) 0.0 $2.1k 3.8k 0.55
Spdr Series Trust State Street Spd (SPSM) 0.0 $2.0k 42.00 48.33
Ishares Tr Lifepath Tgt2035 (ITDC) 0.0 $1.8k 53.00 33.77
Edwards Lifesciences (EW) 0.0 $1.7k 21.00 80.10
Kyndryl Hldgs Common Stock (KD) 0.0 $1.6k 125.00 13.12
Solstice Advanced Matls Com Shs (SOLS) 0.0 $1.4k 18.00 76.17
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.0 $1.2k 10.00 117.20
Gartner (IT) 0.0 $792.000000 5.00 158.40
Howmet Aerospace (HWM) 0.0 $789.000000 3.00 263.00
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.0 $658.999800 9.00 73.22
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.0 $587.999700 9.00 65.33
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $337.000300 7.00 48.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $272.000000 4.00 68.00
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 0.0 $172.000000 2.00 86.00
Ishares Msci Cda Etf (EWC) 0.0 $165.000000 3.00 55.00
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.0 $160.000000 2.00 80.00
Servicenow (NOW) 0.0 $150.000000 1.00 150.00
J P Morgan Exchange Traded F Internl Gwt (JIG) 0.0 $149.000000 2.00 74.50
Spdr Series Trust State Street Spd (SPBO) 0.0 $146.000000 5.00 29.20
Ishares Tr Core Intl Aggr (IAGG) 0.0 $101.000000 2.00 50.50
J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.0 $92.000000 2.00 46.00
Spdr Series Trust State Street Spd (SPTI) 0.0 $86.000100 3.00 28.67
Spdr Series Trust State Street Spd (SPMB) 0.0 $68.000100 3.00 22.67
Fidelity Covington Trust Low Volity Etf (FDLO) 0.0 $66.000000 1.00 66.00
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $37.000000 1.00 37.00
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $34.000000 1.00 34.00
Soundhound Ai Class A Com (SOUN) 0.0 $18.000000 3.00 6.00
Fidelity Covington Trust Msci Matls Index (FMAT) 0.0 $0 0 0.00
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $0 0 0.00
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $0 0 0.00