Hara Capital as of March 31, 2025
Portfolio Holdings for Hara Capital
Hara Capital holds 303 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pbf Energy Cl A (PBF) | 5.8 | $8.6M | 448k | 19.09 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.2 | $7.7M | 131k | 58.69 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 4.4 | $6.5M | 109k | 59.40 | |
| Valaris Cl A (VAL) | 3.6 | $5.3M | 134k | 39.26 | |
| Exxon Mobil Corporation (XOM) | 3.4 | $5.0M | 43k | 118.93 | |
| Noble Corp Plc F Ord Shs A (NE) | 3.0 | $4.4M | 185k | 23.70 | |
| California Res Corp Com Stock (CRC) | 2.8 | $4.2M | 95k | 43.97 | |
| Chesapeake Energy Corp (EXE) | 2.4 | $3.5M | 31k | 111.32 | |
| Schlumberger Com Stk (SLB) | 2.3 | $3.4M | 82k | 41.80 | |
| Invesco Currencyshares Japanese Yen Trust Japanese Yen (FXY) | 2.1 | $3.0M | 49k | 61.50 | |
| Source Capital Com Shs Of Ben I (SOR) | 2.0 | $3.0M | 72k | 41.51 | |
| DTF Tax Free Income (DTF) | 1.9 | $2.8M | 248k | 11.21 | |
| Japan Smaller Capitalizaion Fund (JOF) | 1.9 | $2.8M | 328k | 8.39 | |
| Apple (AAPL) | 1.7 | $2.5M | 11k | 222.13 | |
| Helmerich & Payne (HP) | 1.6 | $2.4M | 90k | 26.12 | |
| Microsoft Corporation (MSFT) | 1.5 | $2.2M | 5.9k | 375.39 | |
| Pimco Etf Tr Broad Us Tips (TIPZ) | 1.4 | $2.1M | 39k | 53.93 | |
| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 1.4 | $2.1M | 97k | 21.23 | |
| Hf Sinclair Corp (DINO) | 1.3 | $1.9M | 58k | 32.88 | |
| Halliburton Company (HAL) | 1.3 | $1.9M | 74k | 25.37 | |
| Weatherford Intl Plc F Ord Shs (WFRD) | 1.2 | $1.8M | 35k | 53.55 | |
| Johnson & Johnson (JNJ) | 1.2 | $1.8M | 11k | 165.84 | |
| Saba Capital Income & Opport Com New (SABA) | 1.2 | $1.7M | 197k | 8.70 | |
| Chord Energy Corporation Com New (CHRD) | 1.1 | $1.6M | 15k | 112.72 | |
| Pan American Silver Corp Can (PAAS) | 1.1 | $1.6M | 62k | 25.83 | |
| Costco Wholesale Corporation (COST) | 1.1 | $1.6M | 1.7k | 945.78 | |
| Tidewater (TDW) | 1.0 | $1.5M | 35k | 42.27 | |
| Nov (NOV) | 1.0 | $1.5M | 97k | 15.22 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.9 | $1.4M | 60k | 22.98 | |
| Newmont Mining Corporation (NEM) | 0.9 | $1.3M | 27k | 48.28 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $1.3M | 2.4k | 548.12 | |
| Nabors Industries SHS (NBR) | 0.9 | $1.3M | 31k | 41.71 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $1.3M | 5.2k | 245.30 | |
| Western Asset Hgh Yld Dfnd (HYI) | 0.8 | $1.2M | 101k | 11.84 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.2M | 7.5k | 154.64 | |
| Patterson-UTI Energy (PTEN) | 0.8 | $1.1M | 138k | 8.22 | |
| Intuit (INTU) | 0.8 | $1.1M | 1.8k | 613.99 | |
| 2023 Etf Series Trust Ii Gmo Intl Value (GMOI) | 0.7 | $970k | 36k | 26.69 | |
| Amazon (AMZN) | 0.6 | $961k | 5.1k | 190.26 | |
| Walt Disney Company (DIS) | 0.6 | $960k | 9.7k | 98.70 | |
| Imperial Oil Com New (IMO) | 0.6 | $892k | 12k | 72.32 | |
| Deere & Company (DE) | 0.6 | $891k | 1.9k | 469.35 | |
| Canadian Natural Resources (CNQ) | 0.6 | $850k | 28k | 30.80 | |
| Seadrill 2021 (SDRL) | 0.6 | $825k | 33k | 25.00 | |
| Linde SHS (LIN) | 0.6 | $823k | 1.8k | 465.64 | |
| Berkshire Hathaway Inc Dclass A Cl A (BRK.A) | 0.5 | $798k | 1.00 | 798442.00 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.5 | $792k | 3.0k | 262.12 | |
| Amgen (AMGN) | 0.5 | $719k | 2.3k | 311.55 | |
| Intercontinental Exchange (ICE) | 0.5 | $700k | 4.1k | 172.50 | |
| Analog Devices (ADI) | 0.5 | $697k | 3.5k | 201.67 | |
| Blackrock Health Sciences Trust (BME) | 0.4 | $665k | 17k | 38.64 | |
| Abbvie (ABBV) | 0.4 | $660k | 3.1k | 209.52 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.4 | $659k | 5.0k | 131.71 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $652k | 8.3k | 78.28 | |
| Nasdaq Omx (NDAQ) | 0.4 | $626k | 8.3k | 75.86 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $615k | 4.6k | 132.46 | |
| Liberty Energy Com Cl A (LBRT) | 0.4 | $607k | 38k | 15.83 | |
| Bank of America Corporation (BAC) | 0.4 | $598k | 14k | 41.73 | |
| Lowe's Companies (LOW) | 0.4 | $592k | 2.5k | 233.23 | |
| Valero Energy Corporation (VLO) | 0.4 | $580k | 4.4k | 132.07 | |
| Home Depot (HD) | 0.4 | $577k | 1.6k | 366.49 | |
| Chubb (CB) | 0.4 | $562k | 1.9k | 301.99 | |
| Dell Technologies CL C (DELL) | 0.4 | $562k | 6.2k | 91.15 | |
| Union Pacific Corporation (UNP) | 0.4 | $559k | 2.4k | 236.24 | |
| Kennedy-Wilson Holdings (KW) | 0.4 | $558k | 64k | 8.68 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $542k | 1.0k | 532.58 | |
| CSX Corporation (CSX) | 0.4 | $537k | 18k | 29.43 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $531k | 3.2k | 166.00 | |
| Bristol Myers Squibb (BMY) | 0.3 | $510k | 8.4k | 60.99 | |
| Illinois Tool Works (ITW) | 0.3 | $505k | 2.0k | 248.01 | |
| Sprott Focus Tr (FUND) | 0.3 | $502k | 68k | 7.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $501k | 3.2k | 156.23 | |
| Chevron Corporation (CVX) | 0.3 | $496k | 3.0k | 167.29 | |
| Gmo Beyond China Etf Gmo Beyond Chna (BCHI) | 0.3 | $491k | 20k | 24.30 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.3 | $489k | 32k | 15.37 | |
| Caterpillar (CAT) | 0.3 | $483k | 1.5k | 329.80 | |
| Norfolk Southern (NSC) | 0.3 | $456k | 1.9k | 236.85 | |
| Barrick Gold Corp (GOLD) | 0.3 | $453k | 23k | 19.44 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $453k | 910.00 | 497.60 | |
| Markel Corporation (MKL) | 0.3 | $451k | 241.00 | 1869.61 | |
| Hldgs (UAL) | 0.3 | $449k | 6.5k | 69.05 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $445k | 2.3k | 190.58 | |
| ConocoPhillips (COP) | 0.3 | $442k | 4.2k | 105.02 | |
| Capital One Financial (COF) | 0.3 | $442k | 2.5k | 179.30 | |
| Freeport-mcmoran CL B (FCX) | 0.3 | $436k | 12k | 37.86 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $432k | 1.5k | 288.14 | |
| Agnico (AEM) | 0.3 | $427k | 3.9k | 108.41 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $401k | 660.00 | 607.85 | |
| Templeton Emerging Markets (EMF) | 0.3 | $398k | 31k | 12.85 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $375k | 10k | 36.90 | |
| Enterprise Products Partners (EPD) | 0.3 | $372k | 11k | 34.14 | |
| Abrdn Natl Mun Income Sh Ben Int (VFL) | 0.3 | $371k | 37k | 10.14 | |
| Goldman Sachs (GS) | 0.2 | $358k | 655.00 | 546.29 | |
| Zoom Communications Cl A (ZM) | 0.2 | $356k | 4.8k | 73.77 | |
| Royce Micro Capital Trust (RMT) | 0.2 | $353k | 42k | 8.43 | |
| Oil States International (OIS) | 0.2 | $339k | 66k | 5.15 | |
| Gilead Sciences (GILD) | 0.2 | $337k | 3.0k | 112.05 | |
| Labcorp Holdings Com Shs (LH) | 0.2 | $333k | 1.4k | 232.74 | |
| Corteva (CTVA) | 0.2 | $328k | 5.2k | 62.93 | |
| Shell Spon Ads (SHEL) | 0.2 | $324k | 4.4k | 73.28 | |
| Triple Flag Precious Metals (TFPM) | 0.2 | $322k | 17k | 19.15 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $321k | 2.2k | 145.69 | |
| Paypal Holdings (PYPL) | 0.2 | $316k | 4.8k | 65.25 | |
| Osisko Gold Royalties | 0.2 | $295k | 14k | 21.12 | |
| Kinder Morgan (KMI) | 0.2 | $293k | 10k | 28.53 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.2 | $276k | 4.8k | 57.20 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $264k | 2.6k | 100.18 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $257k | 5.6k | 45.97 | |
| Profrac Hldg Corp Class A Com (ACDC) | 0.2 | $240k | 32k | 7.59 | |
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.2 | $235k | 51k | 4.58 | |
| Wells Fargo & Company (WFC) | 0.2 | $235k | 3.3k | 71.79 | |
| Goldman Sachs Physical Gold Unit (AAAU) | 0.2 | $232k | 7.5k | 30.88 | |
| Zimmer Holdings (ZBH) | 0.2 | $231k | 2.0k | 113.18 | |
| Oracle Corporation (ORCL) | 0.1 | $221k | 1.6k | 139.81 | |
| Honeywell International (HON) | 0.1 | $219k | 1.0k | 211.75 | |
| LSB Industries (LXU) | 0.1 | $217k | 33k | 6.59 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $215k | 5.3k | 40.41 | |
| ResMed (RMD) | 0.1 | $208k | 930.00 | 223.85 | |
| Suncor Energy (SU) | 0.1 | $201k | 5.2k | 38.72 | |
| UnitedHealth (UNH) | 0.1 | $201k | 384.00 | 523.75 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.1 | $200k | 86k | 2.33 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $196k | 2.8k | 70.21 | |
| Sanofi Sponsored Adr (SNY) | 0.1 | $196k | 3.5k | 55.46 | |
| Mattel (MAT) | 0.1 | $194k | 10k | 19.43 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $184k | 1.1k | 172.74 | |
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $177k | 7.9k | 22.42 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $176k | 1.9k | 93.45 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $172k | 1.3k | 128.96 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $168k | 5.9k | 28.41 | |
| Diageo Spon Adr New (DEO) | 0.1 | $166k | 1.6k | 104.79 | |
| Visa Com Cl A (V) | 0.1 | $161k | 460.00 | 350.46 | |
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.1 | $159k | 7.2k | 22.25 | |
| Franklin Templeton Etf Tr Ftse South Korea (FLKR) | 0.1 | $155k | 8.5k | 18.34 | |
| Progressive Corporation (PGR) | 0.1 | $153k | 542.00 | 283.01 | |
| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.1 | $150k | 4.0k | 37.94 | |
| Abbott Laboratories (ABT) | 0.1 | $143k | 1.1k | 132.65 | |
| Boeing Company (BA) | 0.1 | $138k | 810.00 | 170.55 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $136k | 4.7k | 28.90 | |
| Range Resources (RRC) | 0.1 | $124k | 3.1k | 39.93 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $120k | 2.1k | 58.35 | |
| Dow (DOW) | 0.1 | $117k | 3.3k | 34.92 | |
| Nice Sponsored Adr (NICE) | 0.1 | $113k | 730.00 | 154.17 | |
| Unilever Spon Adr New (UL) | 0.1 | $112k | 1.9k | 59.55 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $111k | 453.00 | 244.03 | |
| Vanguard Wellington Us Value Factr (VFVA) | 0.1 | $110k | 964.00 | 114.00 | |
| Schwab Strategic Tr Internl Divid (SCHY) | 0.1 | $108k | 4.2k | 25.38 | |
| EOG Resources (EOG) | 0.1 | $106k | 830.00 | 128.24 | |
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.1 | $105k | 4.8k | 21.77 | |
| Merck & Co (MRK) | 0.1 | $104k | 1.2k | 89.76 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $102k | 5.5k | 18.59 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $102k | 161.00 | 634.23 | |
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $101k | 2.0k | 49.73 | |
| Verizon Communications (VZ) | 0.1 | $99k | 2.2k | 45.36 | |
| Intel Corporation (INTC) | 0.1 | $97k | 4.3k | 22.71 | |
| Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) | 0.1 | $95k | 11k | 8.79 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $93k | 1.8k | 51.94 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $92k | 2.1k | 44.22 | |
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $89k | 3.8k | 23.37 | |
| Carrier Global Corporation (CARR) | 0.1 | $85k | 1.3k | 63.40 | |
| Booking Holdings (BKNG) | 0.1 | $83k | 18.00 | 4606.89 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $81k | 1.3k | 61.56 | |
| Zoetis Cl A (ZTS) | 0.1 | $80k | 485.00 | 164.65 | |
| Devon Energy Corporation (DVN) | 0.1 | $80k | 2.1k | 37.40 | |
| McKesson Corporation (MCK) | 0.1 | $78k | 116.00 | 672.99 | |
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $77k | 3.3k | 22.94 | |
| Becton, Dickinson and (BDX) | 0.1 | $77k | 335.00 | 229.06 | |
| Qorvo (QRVO) | 0.1 | $75k | 1.0k | 72.41 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $74k | 1.0k | 73.69 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $73k | 875.00 | 83.87 | |
| Cisco Systems (CSCO) | 0.0 | $72k | 1.2k | 61.71 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $71k | 6.1k | 11.60 | |
| Procter & Gamble Company (PG) | 0.0 | $69k | 407.00 | 170.42 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $67k | 2.4k | 28.37 | |
| Pepsi (PEP) | 0.0 | $64k | 426.00 | 149.94 | |
| Pfizer (PFE) | 0.0 | $57k | 2.2k | 25.34 | |
| Ishares Tr Msci Jp Value (EWJV) | 0.0 | $55k | 1.7k | 33.27 | |
| Eli Lilly & Co. (LLY) | 0.0 | $54k | 65.00 | 825.91 | |
| Coca-Cola Company (KO) | 0.0 | $52k | 723.00 | 71.62 | |
| Kraft Heinz (KHC) | 0.0 | $52k | 1.7k | 30.43 | |
| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $50k | 930.00 | 54.04 | |
| Spdr S&p 500 Etf Tr Unit (SPY) | 0.0 | $48k | 85.00 | 559.39 | |
| McDonald's Corporation (MCD) | 0.0 | $48k | 152.00 | 312.37 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $47k | 244.00 | 193.99 | |
| Alamos Gold Com Cl A (AGI) | 0.0 | $47k | 1.8k | 26.74 | |
| At&t (T) | 0.0 | $44k | 1.5k | 28.29 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $44k | 700.00 | 62.10 | |
| Stryker Corporation (SYK) | 0.0 | $43k | 115.00 | 372.25 | |
| Palo Alto Networks (PANW) | 0.0 | $43k | 250.00 | 170.64 | |
| Prologis (PLD) | 0.0 | $43k | 380.00 | 111.79 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $42k | 625.00 | 67.85 | |
| Wal-Mart Stores (WMT) | 0.0 | $40k | 456.00 | 87.79 | |
| Ecolab (ECL) | 0.0 | $39k | 155.00 | 253.52 | |
| CVS Caremark Corporation (CVS) | 0.0 | $39k | 579.00 | 67.75 | |
| Cardinal Health (CAH) | 0.0 | $39k | 280.00 | 137.77 | |
| Solventum Corp (SOLV) | 0.0 | $38k | 500.00 | 76.04 | |
| Ssga Active Tr Spdr Bridgewater (ALLW) | 0.0 | $38k | 1.5k | 25.16 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $38k | 960.00 | 39.08 | |
| Sherwin-Williams Company (SHW) | 0.0 | $37k | 105.00 | 349.19 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $37k | 250.00 | 146.01 | |
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $36k | 675.00 | 53.23 | |
| Delta Air Lines (DAL) | 0.0 | $35k | 800.00 | 43.60 | |
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $34k | 1.6k | 21.36 | |
| Skyworks Solutions (SWKS) | 0.0 | $34k | 520.00 | 64.63 | |
| EQT Corporation (EQT) | 0.0 | $33k | 615.00 | 53.43 | |
| PPG Industries (PPG) | 0.0 | $33k | 300.00 | 109.35 | |
| International Business Machines (IBM) | 0.0 | $33k | 131.00 | 248.66 | |
| Jpmorgan Chase Finl Cal Lkd 44 (AMJB) | 0.0 | $32k | 985.00 | 32.48 | |
| World Fuel Services Corporation (WKC) | 0.0 | $31k | 1.1k | 28.36 | |
| American Tower Reit (AMT) | 0.0 | $29k | 135.00 | 217.60 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $29k | 431.00 | 66.44 | |
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.0 | $25k | 477.00 | 51.99 | |
| MGIC Investment (MTG) | 0.0 | $25k | 990.00 | 24.78 | |
| Expeditors International of Washington (EXPD) | 0.0 | $24k | 200.00 | 120.25 | |
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.0 | $24k | 258.00 | 91.37 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $23k | 1.5k | 15.43 | |
| General Dynamics Corporation (GD) | 0.0 | $23k | 85.00 | 272.58 | |
| Viatris (VTRS) | 0.0 | $23k | 2.6k | 8.71 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $22k | 451.00 | 48.45 | |
| Allstate Corporation (ALL) | 0.0 | $22k | 105.00 | 207.07 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $20k | 195.00 | 103.20 | |
| Diamondback Energy (FANG) | 0.0 | $20k | 122.00 | 159.88 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $19k | 3.7k | 5.27 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $19k | 148.00 | 125.97 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $19k | 600.00 | 30.99 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $18k | 156.00 | 118.13 | |
| Global X Fds Global X Gold Ex (GOEX) | 0.0 | $18k | 480.00 | 37.99 | |
| BP Sponsored Adr (BP) | 0.0 | $17k | 510.00 | 33.79 | |
| Enbridge (ENB) | 0.0 | $17k | 380.00 | 44.31 | |
| American Electric Power Company (AEP) | 0.0 | $16k | 150.00 | 109.27 | |
| Vanguard World Energy Etf (VDE) | 0.0 | $16k | 121.00 | 130.21 | |
| Sitio Royalties Corp Newclass A Class A Com (STR) | 0.0 | $15k | 768.00 | 19.87 | |
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $14k | 238.00 | 60.08 | |
| Cnx Resources Corporation (CNX) | 0.0 | $14k | 450.00 | 31.48 | |
| Constellation Brands Cl A (STZ) | 0.0 | $14k | 75.00 | 183.52 | |
| Sprott Com New (SII) | 0.0 | $12k | 270.00 | 44.87 | |
| Danaher Corporation (DHR) | 0.0 | $12k | 59.00 | 205.00 | |
| Mosaic (MOS) | 0.0 | $12k | 445.00 | 27.01 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $12k | 185.00 | 64.69 | |
| Biogen Idec (BIIB) | 0.0 | $12k | 84.00 | 136.85 | |
| MarketAxess Holdings (MKTX) | 0.0 | $11k | 50.00 | 216.36 | |
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $11k | 1.4k | 7.55 | |
| Cigna Corp (CI) | 0.0 | $11k | 32.00 | 329.00 | |
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $9.3k | 320.00 | 29.12 | |
| Nutrien (NTR) | 0.0 | $9.2k | 185.00 | 49.67 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $8.8k | 90.00 | 97.58 | |
| Spdr Ser Tr Oilgas Equip (XES) | 0.0 | $8.2k | 115.00 | 71.36 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $7.9k | 200.00 | 39.36 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $7.4k | 91.00 | 81.73 | |
| New Gold Inc Cda (NGD) | 0.0 | $7.4k | 2.0k | 3.71 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $6.4k | 597.00 | 10.73 | |
| Tc Energy Corp (TRP) | 0.0 | $6.4k | 135.00 | 47.21 | |
| Greif Cl A (GEF) | 0.0 | $6.3k | 115.00 | 54.99 | |
| Altria (MO) | 0.0 | $6.0k | 100.00 | 60.02 | |
| First Ctzns Bancshares Iclass A Cl A (FCNCA) | 0.0 | $5.6k | 3.00 | 1854.00 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $5.5k | 102.00 | 53.97 | |
| Novagold Res Com New (NG) | 0.0 | $5.4k | 1.9k | 2.92 | |
| GSK Sponsored Adr (GSK) | 0.0 | $5.2k | 134.00 | 38.74 | |
| West Fraser Timb (WFG) | 0.0 | $5.0k | 65.00 | 76.94 | |
| Interpublic Group of Companies (IPG) | 0.0 | $4.6k | 170.00 | 27.16 | |
| Apa Corporation (APA) | 0.0 | $4.4k | 210.00 | 21.02 | |
| Digi International (DGII) | 0.0 | $4.2k | 150.00 | 27.83 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $3.9k | 8.00 | 484.88 | |
| Boston Scientific Corporation (BSX) | 0.0 | $3.7k | 37.00 | 100.89 | |
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.0 | $3.5k | 120.00 | 29.40 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $2.9k | 40.00 | 73.50 | |
| Bunge Global Sa Com Shs (BG) | 0.0 | $2.7k | 35.00 | 76.43 | |
| Philip Morris International (PM) | 0.0 | $2.4k | 15.00 | 158.73 | |
| IDEXX Laboratories (IDXX) | 0.0 | $2.1k | 5.00 | 420.00 | |
| Southern Company (SO) | 0.0 | $2.0k | 22.00 | 91.95 | |
| Morgan Stanley (MS) | 0.0 | $2.0k | 17.00 | 116.65 | |
| United Parcel Service CL B (UPS) | 0.0 | $2.0k | 18.00 | 110.00 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.9k | 19.00 | 97.47 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $1.7k | 5.00 | 345.20 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.7k | 20.00 | 82.75 | |
| South Bow Corp (SOBO) | 0.0 | $1.6k | 63.00 | 25.52 | |
| Martin Marietta Materials (MLM) | 0.0 | $1.4k | 3.00 | 478.00 | |
| Zimvie (ZIMV) | 0.0 | $1.4k | 128.00 | 10.80 | |
| Eaton Corp Plc F SHS (ETN) | 0.0 | $1.4k | 5.00 | 271.80 | |
| American Express Company (AXP) | 0.0 | $1.3k | 5.00 | 269.00 | |
| Nextera Energy (NEE) | 0.0 | $1.3k | 18.00 | 70.89 | |
| Morgan Stanley India Investment Fund (IIF) | 0.0 | $1.2k | 50.00 | 24.40 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $1.2k | 15.00 | 78.93 | |
| Waste Connections (WCN) | 0.0 | $1.2k | 6.00 | 195.17 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $1.1k | 5.00 | 227.60 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.0k | 11.00 | 93.73 | |
| Intuitive Surgical (ISRG) | 0.0 | $991.000000 | 2.00 | 495.50 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $941.000000 | 5.00 | 188.20 | |
| Iqvia Holdings (IQV) | 0.0 | $882.000000 | 5.00 | 176.40 | |
| Fmc Corp Com New (FMC) | 0.0 | $844.000000 | 20.00 | 42.20 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $827.000000 | 5.00 | 165.40 | |
| Eaton Vance Mun Income 2028 SHS (ETX) | 0.0 | $803.998800 | 44.00 | 18.27 | |
| Rockwell Automation (ROK) | 0.0 | $774.999900 | 3.00 | 258.33 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $737.000000 | 2.00 | 368.50 | |
| Organon & Co Common Stock (OGN) | 0.0 | $670.000500 | 45.00 | 14.89 | |
| Ssr Mining (SSRM) | 0.0 | $611.000400 | 61.00 | 10.02 | |
| Templeton Emerging Markets Income Fund (TEI) | 0.0 | $538.000000 | 100.00 | 5.38 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $503.000000 | 5.00 | 100.60 | |
| Aon Shs Cl A (AON) | 0.0 | $399.000000 | 1.00 | 399.00 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.0 | $390.000000 | 25.00 | 15.60 | |
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $382.999800 | 6.00 | 63.83 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $247.000000 | 5.00 | 49.40 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $230.000400 | 18.00 | 12.78 | |
| Healthcare Services (HCSG) | 0.0 | $10.000000 | 1.00 | 10.00 |