Highland Capital Management as of March 31, 2025
Portfolio Holdings for Highland Capital Management
Highland Capital Management holds 391 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 |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.5 | $108M | 289k | 375.39 | |
| Apple (AAPL) | 5.3 | $88M | 396k | 222.13 | |
| iShares S&P 500 Index (IVV) | 3.1 | $52M | 92k | 561.90 | |
| Broadcom (AVGO) | 2.6 | $43M | 257k | 167.43 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $40M | 164k | 245.30 | |
| NVIDIA Corporation (NVDA) | 2.3 | $38M | 351k | 108.38 | |
| Costco Wholesale Corporation (COST) | 2.3 | $38M | 40k | 945.77 | |
| Amazon (AMZN) | 2.1 | $35M | 183k | 190.26 | |
| Facebook Inc cl a (META) | 1.8 | $30M | 52k | 576.36 | |
| iShares Russell 1000 Growth Index (IWF) | 1.7 | $28M | 77k | 361.09 | |
| Alphabet Inc Class A cs (GOOGL) | 1.6 | $27M | 175k | 154.64 | |
| Merck & Co (MRK) | 1.5 | $26M | 288k | 89.76 | |
| Visa (V) | 1.4 | $24M | 69k | 350.46 | |
| Alphabet Inc Class C cs (GOOG) | 1.4 | $24M | 153k | 156.23 | |
| Goldman Sachs (GS) | 1.3 | $22M | 40k | 546.29 | |
| Lowe's Companies (LOW) | 1.1 | $19M | 82k | 233.23 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.0 | $18M | 232k | 75.65 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $17M | 35k | 497.61 | |
| Micron Technology (MU) | 0.9 | $16M | 182k | 86.89 | |
| Berkshire Hathaway (BRK.B) | 0.9 | $15M | 29k | 532.58 | |
| Citigroup (C) | 0.9 | $15M | 206k | 70.99 | |
| Carrier Global Corporation (CARR) | 0.9 | $14M | 225k | 63.40 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $14M | 106k | 132.46 | |
| Chevron Corporation (CVX) | 0.8 | $14M | 83k | 167.29 | |
| Procter & Gamble Company (PG) | 0.8 | $14M | 80k | 170.42 | |
| S&p Global (SPGI) | 0.8 | $13M | 25k | 508.10 | |
| ConocoPhillips (COP) | 0.7 | $12M | 117k | 105.02 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.7 | $12M | 35k | 352.58 | |
| Uber Technologies (UBER) | 0.7 | $12M | 166k | 72.86 | |
| Qualcomm (QCOM) | 0.7 | $12M | 79k | 153.61 | |
| Pepsi (PEP) | 0.7 | $12M | 79k | 149.94 | |
| Bank of America Corporation (BAC) | 0.7 | $12M | 285k | 41.73 | |
| FedEx Corporation (FDX) | 0.7 | $11M | 47k | 243.78 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.6 | $11M | 44k | 244.64 | |
| Cisco Systems (CSCO) | 0.6 | $11M | 172k | 61.71 | |
| Johnson & Johnson (JNJ) | 0.6 | $10M | 61k | 165.84 | |
| American Express Company (AXP) | 0.6 | $9.9M | 37k | 269.05 | |
| Vanguard Total Stock Market ETF (VTI) | 0.6 | $9.9M | 36k | 274.84 | |
| Abbvie (ABBV) | 0.6 | $9.8M | 47k | 209.52 | |
| Ge Vernova (GEV) | 0.6 | $9.7M | 32k | 305.28 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.6 | $9.7M | 52k | 186.29 | |
| Take-Two Interactive Software (TTWO) | 0.6 | $9.7M | 47k | 207.25 | |
| Vanguard Russell 1000 Value Et (VONV) | 0.6 | $9.5M | 116k | 82.54 | |
| Wal-Mart Stores (WMT) | 0.5 | $8.9M | 102k | 87.79 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.5 | $8.5M | 53k | 160.54 | |
| Boeing Company (BA) | 0.5 | $8.4M | 49k | 170.55 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $8.3M | 70k | 118.93 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.5 | $8.1M | 32k | 251.77 | |
| Molson Coors Brewing Company (TAP) | 0.5 | $7.6M | 125k | 60.87 | |
| Eli Lilly & Co. (LLY) | 0.4 | $7.5M | 9.1k | 825.91 | |
| First Horizon National Corporation (FHN) | 0.4 | $7.4M | 383k | 19.42 | |
| Schlumberger (SLB) | 0.4 | $7.3M | 174k | 41.80 | |
| CBOE Holdings (CBOE) | 0.4 | $7.1M | 32k | 226.29 | |
| At&t (T) | 0.4 | $7.1M | 251k | 28.28 | |
| Danaher Corporation (DHR) | 0.4 | $7.1M | 35k | 205.00 | |
| Tesla Motors (TSLA) | 0.4 | $7.1M | 27k | 259.16 | |
| Truist Financial Corp equities (TFC) | 0.4 | $6.9M | 168k | 41.15 | |
| Abbott Laboratories (ABT) | 0.4 | $6.6M | 49k | 132.65 | |
| Delta Air Lines (DAL) | 0.4 | $6.5M | 150k | 43.60 | |
| Netflix (NFLX) | 0.4 | $6.5M | 7.0k | 932.53 | |
| iShares Dow Jones Select Dividend (DVY) | 0.4 | $6.5M | 48k | 134.29 | |
| Eagle Materials (EXP) | 0.4 | $6.5M | 29k | 221.93 | |
| Cheniere Energy (LNG) | 0.4 | $6.4M | 28k | 231.40 | |
| Mondelez Int (MDLZ) | 0.4 | $6.3M | 93k | 67.85 | |
| Zoetis Inc Cl A (ZTS) | 0.4 | $6.2M | 38k | 164.65 | |
| Synchrony Financial (SYF) | 0.4 | $6.1M | 115k | 52.94 | |
| Ishares Inc core msci emkt (IEMG) | 0.4 | $6.1M | 112k | 53.97 | |
| Home Depot (HD) | 0.4 | $6.1M | 17k | 366.50 | |
| Caterpillar (CAT) | 0.4 | $6.0M | 18k | 329.80 | |
| American International (AIG) | 0.4 | $6.0M | 69k | 86.94 | |
| Eaton (ETN) | 0.4 | $6.0M | 22k | 271.83 | |
| Hilton Worldwide Holdings (HLT) | 0.4 | $5.9M | 26k | 227.55 | |
| Coca-Cola Company (KO) | 0.4 | $5.9M | 83k | 71.62 | |
| Oracle Corporation (ORCL) | 0.4 | $5.9M | 42k | 139.81 | |
| Starbucks Corporation (SBUX) | 0.4 | $5.9M | 60k | 98.09 | |
| American Electric Power Company (AEP) | 0.4 | $5.9M | 54k | 109.27 | |
| Cummins (CMI) | 0.4 | $5.9M | 19k | 313.44 | |
| Cigna Corp (CI) | 0.3 | $5.6M | 17k | 329.00 | |
| UnitedHealth (UNH) | 0.3 | $5.5M | 10k | 523.75 | |
| Boston Scientific Corporation (BSX) | 0.3 | $5.4M | 54k | 100.88 | |
| Morgan Stanley (MS) | 0.3 | $5.4M | 46k | 116.67 | |
| Duke Energy (DUK) | 0.3 | $5.4M | 44k | 121.97 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $5.2M | 14k | 366.54 | |
| Sony Group Corporation - Adr (SONY) | 0.3 | $5.1M | 203k | 25.39 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $5.1M | 21k | 247.91 | |
| Casey's General Stores (CASY) | 0.3 | $5.1M | 12k | 434.04 | |
| Automatic Data Processing (ADP) | 0.3 | $5.1M | 17k | 305.53 | |
| NRG Energy (NRG) | 0.3 | $5.1M | 53k | 95.46 | |
| McKesson Corporation (MCK) | 0.3 | $4.9M | 7.3k | 672.99 | |
| Quanta Services (PWR) | 0.3 | $4.8M | 19k | 254.18 | |
| Airbnb (ABNB) | 0.3 | $4.7M | 40k | 119.46 | |
| Walt Disney Company (DIS) | 0.3 | $4.7M | 47k | 98.70 | |
| Builders FirstSource (BLDR) | 0.3 | $4.7M | 37k | 124.94 | |
| Chubb (CB) | 0.3 | $4.7M | 15k | 301.99 | |
| Altria (MO) | 0.3 | $4.6M | 77k | 60.02 | |
| Marvell Technology (MRVL) | 0.3 | $4.6M | 74k | 61.57 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $4.5M | 32k | 142.22 | |
| Medtronic Adr (MDT) | 0.3 | $4.4M | 49k | 89.86 | |
| Nextera Energy (NEE) | 0.3 | $4.4M | 62k | 70.89 | |
| Nike (NKE) | 0.3 | $4.4M | 69k | 63.48 | |
| Newmont Mining Corporation (NEM) | 0.3 | $4.3M | 89k | 48.28 | |
| Norfolk Southern (NSC) | 0.3 | $4.3M | 18k | 236.85 | |
| iShares Russell 1000 Value Index (IWD) | 0.3 | $4.3M | 23k | 188.16 | |
| iShares Russell 1000 Index (IWB) | 0.3 | $4.3M | 14k | 306.74 | |
| TKO Group Holdings (TKO) | 0.3 | $4.3M | 28k | 152.81 | |
| Air Products & Chemicals (APD) | 0.3 | $4.2M | 14k | 294.92 | |
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $4.2M | 82k | 50.83 | |
| Sap Se Adr (SAP) | 0.2 | $4.2M | 16k | 268.44 | |
| MetLife (MET) | 0.2 | $4.1M | 52k | 80.29 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $4.1M | 11k | 368.53 | |
| Marriott International (MAR) | 0.2 | $4.0M | 17k | 238.20 | |
| Oneok (OKE) | 0.2 | $4.0M | 41k | 99.22 | |
| Corning Incorporated (GLW) | 0.2 | $4.0M | 86k | 45.78 | |
| Gaming & Leisure Pptys (GLPI) | 0.2 | $3.9M | 76k | 50.90 | |
| Dell Technologies (DELL) | 0.2 | $3.8M | 42k | 91.15 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $3.8M | 6.8k | 559.39 | |
| Capital One Financial (COF) | 0.2 | $3.7M | 21k | 179.30 | |
| Schwab U S Broad Market ETF (SCHB) | 0.2 | $3.7M | 173k | 21.53 | |
| Cooper Cos (COO) | 0.2 | $3.6M | 43k | 84.35 | |
| CSX Corporation (CSX) | 0.2 | $3.6M | 123k | 29.43 | |
| Labcorp Holdings (LH) | 0.2 | $3.6M | 15k | 232.74 | |
| Valero Energy Corporation (VLO) | 0.2 | $3.5M | 27k | 132.07 | |
| Genuine Parts Company (GPC) | 0.2 | $3.5M | 29k | 119.14 | |
| Toll Brothers (TOL) | 0.2 | $3.4M | 32k | 105.59 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.2 | $3.3M | 19k | 173.23 | |
| Royal Caribbean Cruises Adr (RCL) | 0.2 | $3.3M | 16k | 205.44 | |
| F5 Networks (FFIV) | 0.2 | $3.2M | 12k | 266.27 | |
| Realty Income (O) | 0.2 | $3.2M | 55k | 58.01 | |
| Intuitive Surgical (ISRG) | 0.2 | $3.2M | 6.5k | 495.27 | |
| Prologis (PLD) | 0.2 | $3.2M | 29k | 111.79 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $3.1M | 6.1k | 513.91 | |
| Comcast Corporation (CMCSA) | 0.2 | $3.1M | 84k | 36.90 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $3.1M | 8.1k | 383.53 | |
| General Electric (GE) | 0.2 | $3.1M | 15k | 200.15 | |
| Industries N shs - a - (LYB) | 0.2 | $3.1M | 44k | 70.40 | |
| Timken Company (TKR) | 0.2 | $3.0M | 42k | 71.87 | |
| Vanguard Small-Cap ETF (VB) | 0.2 | $3.0M | 14k | 221.75 | |
| iShares Russell Midcap Index Fund (IWR) | 0.2 | $3.0M | 35k | 85.07 | |
| MGM Resorts International. (MGM) | 0.2 | $2.9M | 97k | 29.64 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $2.9M | 6.4k | 446.73 | |
| Applovin Corp Class A (APP) | 0.2 | $2.8M | 11k | 264.97 | |
| salesforce (CRM) | 0.2 | $2.8M | 10k | 268.36 | |
| U.S. Bancorp (USB) | 0.2 | $2.8M | 65k | 42.22 | |
| Ubs Group Adr (UBS) | 0.2 | $2.7M | 89k | 30.63 | |
| Camden Property Trust (CPT) | 0.2 | $2.6M | 21k | 122.30 | |
| MasterCard Incorporated (MA) | 0.1 | $2.5M | 4.5k | 548.12 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 0.1 | $2.4M | 15k | 166.00 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $2.3M | 47k | 49.81 | |
| Linde Adr (LIN) | 0.1 | $2.3M | 5.0k | 465.64 | |
| McDonald's Corporation (MCD) | 0.1 | $2.3M | 7.4k | 312.37 | |
| United Parcel Service (UPS) | 0.1 | $2.2M | 20k | 109.99 | |
| Honda Motor Adr (HMC) | 0.1 | $2.2M | 82k | 27.13 | |
| Ferrari Nv Adr (RACE) | 0.1 | $2.2M | 5.1k | 427.88 | |
| Spotify Technology Sa (SPOT) | 0.1 | $2.1M | 3.8k | 550.03 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $2.1M | 8.2k | 258.62 | |
| Honeywell International (HON) | 0.1 | $2.0M | 9.7k | 211.75 | |
| SPDR S&P Biotech (XBI) | 0.1 | $2.0M | 25k | 81.10 | |
| Wells Fargo & Company (WFC) | 0.1 | $2.0M | 28k | 71.79 | |
| Health Care SPDR (XLV) | 0.1 | $2.0M | 14k | 146.01 | |
| TPG (TPG) | 0.1 | $2.0M | 41k | 47.43 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $1.9M | 22k | 90.54 | |
| Servicenow (NOW) | 0.1 | $1.9M | 2.4k | 796.14 | |
| Tenaris Sa Adr (TS) | 0.1 | $1.9M | 49k | 39.11 | |
| Ing Groep N V Adr (ING) | 0.1 | $1.9M | 96k | 19.59 | |
| Intercontinental Hotels Group Adr (IHG) | 0.1 | $1.9M | 17k | 109.59 | |
| Koninklijke Philips N V Adr (PHG) | 0.1 | $1.9M | 74k | 25.40 | |
| Network Associates Inc cl a (NET) | 0.1 | $1.9M | 17k | 112.69 | |
| Roku (ROKU) | 0.1 | $1.8M | 26k | 70.44 | |
| Universal Insurance Holdings (UVE) | 0.1 | $1.8M | 76k | 23.70 | |
| Fair Isaac Corporation (FICO) | 0.1 | $1.8M | 959.00 | 1844.16 | |
| Shopify Inc Cl A Adr (SHOP) | 0.1 | $1.7M | 18k | 95.48 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $1.7M | 22k | 78.28 | |
| Anheuser Busch Inbev N V Adr (BUD) | 0.1 | $1.7M | 27k | 61.56 | |
| Dutch Bros (BROS) | 0.1 | $1.7M | 27k | 61.74 | |
| Novartis Adr (NVS) | 0.1 | $1.7M | 15k | 111.48 | |
| AFLAC Incorporated (AFL) | 0.1 | $1.6M | 15k | 111.19 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $1.6M | 6.3k | 255.53 | |
| Shell Adr (SHEL) | 0.1 | $1.6M | 22k | 73.28 | |
| Fiserv (FI) | 0.1 | $1.5M | 7.0k | 220.83 | |
| Palantir Technologies (PLTR) | 0.1 | $1.5M | 18k | 84.40 | |
| Starwood Property Trust (STWD) | 0.1 | $1.5M | 77k | 19.77 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $1.5M | 13k | 117.49 | |
| Knight Swift Transn Hldgs (KNX) | 0.1 | $1.5M | 34k | 43.49 | |
| Estee Lauder Companies (EL) | 0.1 | $1.5M | 22k | 66.00 | |
| Diageo Adr (DEO) | 0.1 | $1.4M | 14k | 104.79 | |
| Aercap Holdings Nv Adr (AER) | 0.1 | $1.4M | 14k | 102.17 | |
| Brown & Brown (BRO) | 0.1 | $1.4M | 11k | 124.40 | |
| Roblox Corp (RBLX) | 0.1 | $1.4M | 24k | 58.29 | |
| Pinterest Inc Cl A (PINS) | 0.1 | $1.4M | 45k | 31.00 | |
| Barrick Gold Corp Adr | 0.1 | $1.4M | 70k | 19.44 | |
| Draftkings (DKNG) | 0.1 | $1.4M | 41k | 33.21 | |
| Toronto Dominion Bk Adr (TD) | 0.1 | $1.4M | 23k | 59.94 | |
| Credit Acceptance (CACC) | 0.1 | $1.4M | 2.6k | 516.35 | |
| Ferguson Adr (FERG) | 0.1 | $1.4M | 8.5k | 160.23 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $1.3M | 15k | 92.83 | |
| Deutsche Bank Adr (DB) | 0.1 | $1.3M | 56k | 23.83 | |
| Kkr & Co (KKR) | 0.1 | $1.3M | 12k | 115.61 | |
| Icici Bank Adr (IBN) | 0.1 | $1.3M | 42k | 31.52 | |
| Godaddy Inc cl a (GDDY) | 0.1 | $1.3M | 7.3k | 180.14 | |
| Doximity (DOCS) | 0.1 | $1.3M | 22k | 58.03 | |
| St Microelectronics N V Adr (STM) | 0.1 | $1.3M | 59k | 21.96 | |
| Lattice Semiconductor (LSCC) | 0.1 | $1.3M | 24k | 52.45 | |
| Zebra Technologies (ZBRA) | 0.1 | $1.3M | 4.5k | 282.56 | |
| Carvana Co cl a (CVNA) | 0.1 | $1.3M | 6.1k | 209.08 | |
| Invesco Adr (IVZ) | 0.1 | $1.3M | 83k | 15.17 | |
| Icon Adr (ICLR) | 0.1 | $1.3M | 7.2k | 174.99 | |
| Pfizer (PFE) | 0.1 | $1.3M | 50k | 25.34 | |
| Bk Nova Scotia Halifax Adr (BNS) | 0.1 | $1.3M | 27k | 47.43 | |
| Albemarle Corporation (ALB) | 0.1 | $1.2M | 17k | 72.02 | |
| Palo Alto Networks (PANW) | 0.1 | $1.2M | 7.3k | 170.64 | |
| Equitable Holdings (EQH) | 0.1 | $1.2M | 24k | 52.09 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $1.2M | 22k | 55.45 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $1.2M | 6.1k | 199.49 | |
| Accenture Adr (ACN) | 0.1 | $1.2M | 3.9k | 312.04 | |
| Mitsubishi Ufj Financial Group Adr (MUFG) | 0.1 | $1.2M | 89k | 13.63 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $1.2M | 26k | 45.26 | |
| Ameriprise Financial (AMP) | 0.1 | $1.2M | 2.5k | 484.11 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $1.2M | 27k | 43.70 | |
| Live Nation Entertainment (LYV) | 0.1 | $1.2M | 9.0k | 130.58 | |
| Liberty Broadband Cl C (LBRDK) | 0.1 | $1.2M | 14k | 85.05 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $1.2M | 10k | 111.81 | |
| Asml Holding Adr (ASML) | 0.1 | $1.2M | 1.8k | 662.63 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $1.2M | 14k | 81.73 | |
| Iqvia Holdings (IQV) | 0.1 | $1.2M | 6.5k | 176.30 | |
| Technology SPDR (XLK) | 0.1 | $1.1M | 5.5k | 206.48 | |
| Novo Nordisk A/s Adr (NVO) | 0.1 | $1.1M | 16k | 69.44 | |
| Cme (CME) | 0.1 | $1.1M | 4.3k | 265.29 | |
| iShares S&P 100 Index (OEF) | 0.1 | $1.1M | 4.1k | 270.83 | |
| Bhp Group Adr (BHP) | 0.1 | $1.1M | 23k | 48.54 | |
| Nxp Semiconductor Nv Adr (NXPI) | 0.1 | $1.1M | 5.6k | 190.06 | |
| Sofi Technologies (SOFI) | 0.1 | $1.0M | 88k | 11.63 | |
| Jefferies Finl Group (JEF) | 0.1 | $1.0M | 19k | 53.57 | |
| Fresenius Medical Care Adr (FMS) | 0.1 | $1000k | 40k | 24.90 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $992k | 7.1k | 139.78 | |
| Gates Industrial Corpratin P ord (GTES) | 0.1 | $986k | 54k | 18.41 | |
| Alerian Mlp Etf etf (AMLP) | 0.1 | $980k | 19k | 51.94 | |
| Encana Corporation (OVV) | 0.1 | $974k | 23k | 42.80 | |
| Takeda Pharmaceutic Company Adr (TAK) | 0.1 | $935k | 63k | 14.87 | |
| Yum China Holdings Adr (YUMC) | 0.1 | $914k | 18k | 52.06 | |
| Targa Res Corp (TRGP) | 0.1 | $912k | 4.6k | 200.47 | |
| iShares Russell 2000 Value Index (IWN) | 0.1 | $907k | 6.0k | 150.98 | |
| BP Adr (BP) | 0.1 | $904k | 27k | 33.79 | |
| National Grid Adr (NGG) | 0.1 | $898k | 14k | 65.61 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $892k | 4.6k | 193.99 | |
| Sprott Physical Gold & S (CEF) | 0.1 | $867k | 31k | 28.41 | |
| Regions Financial Corporation (RF) | 0.1 | $848k | 39k | 21.73 | |
| Twilio Inc cl a (TWLO) | 0.1 | $846k | 8.6k | 97.91 | |
| Unilever Adr | 0.0 | $830k | 14k | 59.55 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $816k | 14k | 58.35 | |
| News Corp Adr (NWS) | 0.0 | $803k | 26k | 30.37 | |
| Blackrock (BLK) | 0.0 | $751k | 793.00 | 946.48 | |
| Jd.com Adr (JD) | 0.0 | $736k | 18k | 41.12 | |
| Roper Industries (ROP) | 0.0 | $725k | 1.2k | 589.58 | |
| GSK Adr (GSK) | 0.0 | $721k | 19k | 38.74 | |
| International Business Machines (IBM) | 0.0 | $694k | 2.8k | 248.66 | |
| Alibaba Group Holding Adr (BABA) | 0.0 | $653k | 4.9k | 132.23 | |
| Equifax (EFX) | 0.0 | $649k | 2.7k | 243.56 | |
| Applied Materials (AMAT) | 0.0 | $647k | 4.5k | 145.13 | |
| AllianceBernstein Holding (AB) | 0.0 | $630k | 16k | 38.31 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $628k | 8.4k | 74.72 | |
| Deere & Company (DE) | 0.0 | $625k | 1.3k | 469.35 | |
| Arcelormittal S A Adr (MT) | 0.0 | $617k | 21k | 28.85 | |
| Smith & Nephew Adr (SNN) | 0.0 | $578k | 20k | 28.37 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $570k | 4.5k | 125.96 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $569k | 4.9k | 116.39 | |
| 3M Company (MMM) | 0.0 | $569k | 3.9k | 146.86 | |
| Sea Adr (SE) | 0.0 | $563k | 4.3k | 130.49 | |
| Mettler-Toledo International (MTD) | 0.0 | $555k | 470.00 | 1180.91 | |
| Union Pacific Corporation (UNP) | 0.0 | $545k | 2.3k | 236.24 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $532k | 3.0k | 179.70 | |
| Anthem (ELV) | 0.0 | $522k | 1.2k | 434.96 | |
| Simmons First National Corporation (SFNC) | 0.0 | $518k | 25k | 20.53 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $506k | 12k | 44.10 | |
| Baidu Adr (BIDU) | 0.0 | $504k | 5.5k | 92.03 | |
| Nice Adr (NICE) | 0.0 | $478k | 3.1k | 154.17 | |
| Verizon Communications (VZ) | 0.0 | $475k | 11k | 45.36 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $464k | 989.00 | 468.92 | |
| Paypal Holdings (PYPL) | 0.0 | $464k | 7.1k | 65.25 | |
| Axis Capital Holdings (AXS) | 0.0 | $449k | 4.5k | 100.24 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $443k | 5.3k | 83.28 | |
| AutoZone (AZO) | 0.0 | $427k | 112.00 | 3812.78 | |
| Enova Intl (ENVA) | 0.0 | $419k | 4.3k | 96.56 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $412k | 4.1k | 100.00 | |
| Autoliv Adr (ALV) | 0.0 | $411k | 4.7k | 88.45 | |
| Vanguard Large-Cap ETF (VV) | 0.0 | $405k | 1.6k | 257.03 | |
| Aptar (ATR) | 0.0 | $396k | 2.7k | 148.38 | |
| Aegon Adr (AEG) | 0.0 | $394k | 60k | 6.59 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $394k | 1.5k | 264.67 | |
| Cmb.tech Nv Adr (CMBT) | 0.0 | $393k | 43k | 9.08 | |
| IDEXX Laboratories (IDXX) | 0.0 | $389k | 925.00 | 419.95 | |
| Now (DNOW) | 0.0 | $372k | 22k | 17.08 | |
| Target Corporation (TGT) | 0.0 | $370k | 3.5k | 104.36 | |
| Hanover Insurance (THG) | 0.0 | $363k | 2.1k | 173.95 | |
| Jabil Circuit (JBL) | 0.0 | $363k | 2.7k | 136.07 | |
| Alliance Data Systems Corporation (BFH) | 0.0 | $361k | 7.2k | 50.08 | |
| Moody's Corporation (MCO) | 0.0 | $360k | 773.00 | 465.69 | |
| Nucor Corporation (NUE) | 0.0 | $358k | 3.0k | 120.33 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $356k | 16k | 22.08 | |
| SkyWest (SKYW) | 0.0 | $353k | 4.0k | 87.37 | |
| General Mills (GIS) | 0.0 | $350k | 5.9k | 59.79 | |
| Mid-America Apartment (MAA) | 0.0 | $345k | 2.1k | 167.58 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $341k | 3.3k | 104.57 | |
| Philip Morris International (PM) | 0.0 | $339k | 2.1k | 158.74 | |
| Berry Plastics (BERY) | 0.0 | $338k | 4.8k | 69.81 | |
| Ishares Tr hdg msci eafe (HEFA) | 0.0 | $331k | 9.1k | 36.29 | |
| Dana Holding Corporation (DAN) | 0.0 | $328k | 25k | 13.33 | |
| SYSCO Corporation (SYY) | 0.0 | $323k | 4.3k | 75.04 | |
| Macy's (M) | 0.0 | $321k | 26k | 12.56 | |
| Stride (LRN) | 0.0 | $321k | 2.5k | 126.50 | |
| Ishares Tr core msci euro (IEUR) | 0.0 | $319k | 5.3k | 60.15 | |
| State Street Corporation (STT) | 0.0 | $313k | 3.5k | 89.53 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $313k | 4.8k | 65.46 | |
| World Fuel Services Corporation (WKC) | 0.0 | $310k | 11k | 28.36 | |
| Tegna (TGNA) | 0.0 | $310k | 17k | 18.22 | |
| Ufp Industries (UFPI) | 0.0 | $298k | 2.8k | 107.04 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $293k | 11k | 26.20 | |
| Championx Corp (CHX) | 0.0 | $292k | 9.8k | 29.80 | |
| Sprouts Fmrs Mkt (SFM) | 0.0 | $291k | 1.9k | 152.64 | |
| Viper Energy | 0.0 | $290k | 6.4k | 45.15 | |
| Alps Etf Tr (OUSA) | 0.0 | $288k | 5.4k | 53.22 | |
| American Financial (AFG) | 0.0 | $287k | 2.2k | 131.34 | |
| Performance Food (PFGC) | 0.0 | $287k | 3.6k | 78.63 | |
| Dolby Laboratories (DLB) | 0.0 | $286k | 3.6k | 80.31 | |
| Teekay Tankers Ltd Cl A (TNK) | 0.0 | $286k | 7.5k | 38.27 | |
| Brighthouse Finl (BHF) | 0.0 | $285k | 4.9k | 57.99 | |
| SPDR Gold Trust (GLD) | 0.0 | $282k | 980.00 | 288.14 | |
| Watsco, Incorporated (WSO) | 0.0 | $282k | 554.00 | 508.30 | |
| National Storage Affiliates shs ben int (NSA) | 0.0 | $281k | 7.1k | 39.40 | |
| Sensata Technologies Holding P Adr (ST) | 0.0 | $281k | 12k | 24.27 | |
| Q2 Holdings (QTWO) | 0.0 | $278k | 3.5k | 80.01 | |
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.0 | $278k | 3.8k | 73.69 | |
| Penske Automotive (PAG) | 0.0 | $278k | 1.9k | 143.98 | |
| Casella Waste Systems (CWST) | 0.0 | $276k | 2.5k | 111.51 | |
| Affiliated Managers (AMG) | 0.0 | $269k | 1.6k | 168.03 | |
| Sylvamo Corp (SLVM) | 0.0 | $268k | 4.0k | 67.07 | |
| Emcor (EME) | 0.0 | $265k | 718.00 | 369.63 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $264k | 2.8k | 93.45 | |
| Lear Corporation (LEA) | 0.0 | $263k | 3.0k | 88.22 | |
| Mercury General Corporation (MCY) | 0.0 | $260k | 4.7k | 55.90 | |
| Haleon Adr (HLN) | 0.0 | $259k | 25k | 10.29 | |
| Constellium Se cl a (CSTM) | 0.0 | $257k | 25k | 10.09 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $256k | 1.4k | 181.18 | |
| Avnet (AVT) | 0.0 | $254k | 5.3k | 48.09 | |
| Dxc Technology (DXC) | 0.0 | $253k | 15k | 17.05 | |
| Hub (HUBG) | 0.0 | $252k | 6.8k | 37.17 | |
| WESCO International (WCC) | 0.0 | $252k | 1.6k | 155.30 | |
| Sanmina (SANM) | 0.0 | $252k | 3.3k | 76.18 | |
| Astera Labs (ALAB) | 0.0 | $251k | 4.2k | 59.67 | |
| SYNNEX Corporation (SNX) | 0.0 | $248k | 2.4k | 103.96 | |
| Visteon Corporation (VC) | 0.0 | $248k | 3.2k | 77.62 | |
| Sirius XM Holdings (SIRI) | 0.0 | $248k | 11k | 22.55 | |
| BorgWarner (BWA) | 0.0 | $247k | 8.6k | 28.65 | |
| Host Hotels & Resorts (HST) | 0.0 | $244k | 17k | 14.21 | |
| Lululemon Athletica (LULU) | 0.0 | $244k | 862.00 | 283.06 | |
| Guidewire Software (GWRE) | 0.0 | $244k | 1.3k | 187.36 | |
| Asbury Automotive (ABG) | 0.0 | $243k | 1.1k | 220.84 | |
| Travelers Companies (TRV) | 0.0 | $242k | 915.00 | 264.46 | |
| Hf Sinclair Corp (DINO) | 0.0 | $242k | 7.4k | 32.88 | |
| Resideo Technologies (REZI) | 0.0 | $235k | 13k | 17.70 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $227k | 1.8k | 128.99 | |
| Vanguard European ETF (VGK) | 0.0 | $226k | 3.2k | 70.21 | |
| Enbridge (ENB) | 0.0 | $221k | 5.0k | 44.31 | |
| Comstock Resources (CRK) | 0.0 | $218k | 11k | 20.34 | |
| Jackson Financial Inc Com Cl A (JXN) | 0.0 | $216k | 2.6k | 83.78 | |
| Ies Hldgs (IESC) | 0.0 | $214k | 1.3k | 165.11 | |
| Vanguard Growth ETF (VUG) | 0.0 | $213k | 575.00 | 370.93 | |
| Mueller Industries (MLI) | 0.0 | $212k | 2.8k | 76.14 | |
| Organon & Co (OGN) | 0.0 | $211k | 14k | 14.89 | |
| Geo Group Inc/the reit (GEO) | 0.0 | $210k | 7.2k | 29.21 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $209k | 8.9k | 23.43 | |
| Fluor Corporation (FLR) | 0.0 | $209k | 5.8k | 35.82 | |
| ACI Worldwide (ACIW) | 0.0 | $209k | 3.8k | 54.71 | |
| Intel Corporation (INTC) | 0.0 | $208k | 9.2k | 22.71 | |
| ABM Industries (ABM) | 0.0 | $207k | 4.4k | 47.36 | |
| Tg Therapeutics (TGTX) | 0.0 | $207k | 5.3k | 39.43 | |
| Encompass Health Corp (EHC) | 0.0 | $206k | 2.0k | 101.28 | |
| RadNet (RDNT) | 0.0 | $205k | 4.1k | 49.72 | |
| Telephone And Data Systems (TDS) | 0.0 | $205k | 5.3k | 38.74 | |
| CommVault Systems (CVLT) | 0.0 | $201k | 1.3k | 157.76 | |
| Brightspring Health Svcs (BTSG) | 0.0 | $181k | 10k | 18.09 | |
| Ssr Mining (SSRM) | 0.0 | $178k | 18k | 10.03 | |
| Apex Technology Acqui-cl A (AVPT) | 0.0 | $175k | 12k | 14.44 | |
| Ford Motor Company (F) | 0.0 | $173k | 17k | 10.03 | |
| Coeur d'Alene Mines Corporation (CDE) | 0.0 | $170k | 29k | 5.92 | |
| Rush Street Interactive (RSI) | 0.0 | $169k | 16k | 10.72 | |
| PIMCO Corporate Income Fund (PCN) | 0.0 | $159k | 12k | 13.65 | |
| Lendingclub Corp (LC) | 0.0 | $143k | 14k | 10.32 | |
| Senstar Technologies Corp (SNT) | 0.0 | $42k | 12k | 3.46 | |
| Iqiyi Adr (IQ) | 0.0 | $27k | 12k | 2.26 | |
| Standard Lithium Corp equities (SLI) | 0.0 | $25k | 20k | 1.27 | |
| Clearsign Combustion (CLIR) | 0.0 | $24k | 33k | 0.75 |