Hopwood Financial Services

Hopwood Financial Services as of March 31, 2025

Portfolio Holdings for Hopwood Financial Services

Hopwood Financial Services holds 300 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
Spdr S&p 500 Etf Tr Tr Unit (SPY) 10.0 $13M 23k 559.39
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 9.7 $13M 511k 24.48
Ishares Tr Core S&p Mcp Etf (IJH) 8.5 $11M 189k 58.35
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.3 $6.9M 88k 78.28
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 4.4 $5.6M 11k 533.50
Ishares Tr Core S&p Scp Etf (IJR) 4.4 $5.6M 54k 104.57
Exxon Mobil Corporation (XOM) 4.3 $5.6M 47k 118.93
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.7 $4.8M 172k 27.96
T Rowe Price Etf Price Blue Chip (TCHP) 2.8 $3.6M 95k 38.09
Ishares Tr Core S&p500 Etf (IVV) 2.1 $2.7M 4.8k 561.96
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.1 $2.7M 79k 34.25
Microsoft Corporation (MSFT) 1.9 $2.4M 6.4k 375.41
Vanguard World Inf Tech Etf (VGT) 1.8 $2.4M 4.3k 542.39
Apple (AAPL) 1.5 $1.9M 8.8k 222.12
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.5 $1.9M 18k 110.08
T Rowe Price Etf Us Equity Resear (TSPA) 1.5 $1.9M 54k 35.16
Ishares Tr S&p 500 Grwt Etf (IVW) 1.5 $1.9M 20k 92.83
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $1.7M 8.9k 190.57
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.7M 6.1k 274.85
Vanguard Index Fds Value Etf (VTV) 1.1 $1.5M 8.5k 172.75
Vanguard World Financials Etf (VFH) 0.9 $1.1M 9.6k 119.47
Lowe's Companies (LOW) 0.8 $1.0M 4.4k 233.22
JPMorgan Chase & Co. (JPM) 0.8 $1.0M 4.2k 245.29
Procter & Gamble Company (PG) 0.8 $985k 5.8k 170.42
Illinois Tool Works (ITW) 0.7 $970k 3.9k 248.01
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $882k 14k 62.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $871k 12k 73.45
Johnson & Johnson (JNJ) 0.6 $835k 5.0k 165.83
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $798k 1.00 798442.00
Alphabet Cap Stk Cl A (GOOGL) 0.6 $792k 5.1k 154.64
Raytheon Technologies Corp (RTX) 0.6 $775k 5.8k 132.46
Select Sector Spdr Tr Communication (XLC) 0.6 $753k 7.8k 96.45
Pepsi (PEP) 0.6 $742k 4.9k 149.94
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $738k 22k 32.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $706k 1.4k 513.74
Select Sector Spdr Tr Financial (XLF) 0.5 $632k 13k 49.81
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $540k 2.8k 193.98
Costco Wholesale Corporation (COST) 0.4 $516k 545.00 945.78
Amgen (AMGN) 0.4 $510k 1.6k 311.61
Amazon (AMZN) 0.4 $474k 2.5k 190.26
Alphabet Cap Stk Cl C (GOOG) 0.4 $454k 2.9k 156.25
Sandy Spring Ban (SASR) 0.3 $438k 16k 27.95
Abbvie (ABBV) 0.3 $401k 1.9k 209.52
Lockheed Martin Corporation (LMT) 0.3 $398k 890.00 446.85
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.3 $397k 8.0k 49.53
Chevron Corporation (CVX) 0.3 $395k 2.4k 167.32
Abbott Laboratories (ABT) 0.3 $393k 3.0k 132.64
Charles Schwab Corporation (SCHW) 0.3 $384k 4.9k 78.28
Netflix (NFLX) 0.3 $375k 402.00 932.53
Select Sector Spdr Tr Energy (XLE) 0.3 $350k 3.7k 93.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $347k 740.00 468.78
Ishares Tr Ultra Short-term (ICSH) 0.3 $337k 6.6k 50.70
T. Rowe Price (TROW) 0.3 $329k 3.6k 91.86
UnitedHealth (UNH) 0.3 $326k 622.00 524.03
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $325k 3.8k 85.98
Wal-Mart Stores (WMT) 0.2 $321k 3.7k 87.79
International Business Machines (IBM) 0.2 $318k 1.3k 248.66
Colgate-Palmolive Company (CL) 0.2 $306k 3.3k 93.70
Emerson Electric (EMR) 0.2 $304k 2.8k 109.64
Starbucks Corporation (SBUX) 0.2 $292k 3.0k 98.11
Home Depot (HD) 0.2 $292k 796.00 366.49
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $289k 7.1k 40.76
Select Sector Spdr Tr Indl (XLI) 0.2 $286k 2.2k 131.10
Blackstone Group Inc Com Cl A (BX) 0.2 $284k 2.0k 139.79
Novartis Sponsored Adr (NVS) 0.2 $270k 2.4k 111.48
Booking Holdings (BKNG) 0.2 $267k 58.00 4611.14
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $266k 3.3k 81.67
Aon Shs Cl A (AON) 0.2 $263k 660.00 399.09
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $262k 2.9k 90.54
American Express Company (AXP) 0.2 $262k 972.00 269.05
Ishares Tr U.s. Tech Etf (IYW) 0.2 $261k 1.9k 140.44
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $261k 1.3k 197.48
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $249k 5.0k 49.85
Cisco Systems (CSCO) 0.2 $249k 4.0k 61.72
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $247k 1.9k 128.96
Vanguard Index Fds Large Cap Etf (VV) 0.2 $246k 955.00 257.02
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $227k 7.0k 32.28
Oracle Corporation (ORCL) 0.2 $227k 1.6k 139.81
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $226k 2.9k 78.86
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $222k 2.4k 92.28
FedEx Corporation (FDX) 0.2 $217k 891.00 243.78
Qualcomm (QCOM) 0.2 $215k 1.4k 153.61
Mastercard Incorporated Cl A (MA) 0.2 $215k 392.00 547.50
Vanguard World Consum Dis Etf (VCR) 0.2 $212k 651.00 325.51
Spdr Ser Tr S&p Bk Etf (KBE) 0.2 $212k 4.0k 52.96
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $205k 4.0k 51.07
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $190k 1.4k 135.68
Automatic Data Processing (ADP) 0.1 $189k 620.00 305.53
Visa Com Cl A (V) 0.1 $187k 535.00 350.31
McDonald's Corporation (MCD) 0.1 $187k 598.00 312.62
Fiserv (FI) 0.1 $177k 800.00 220.83
Norfolk Southern (NSC) 0.1 $171k 721.00 236.93
3M Company (MMM) 0.1 $160k 1.1k 146.84
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $160k 442.00 361.09
Coca-Cola Company (KO) 0.1 $158k 2.2k 71.61
Philip Morris International (PM) 0.1 $149k 936.00 158.69
Accenture Plc Ireland Shs Class A (ACN) 0.1 $140k 450.00 312.04
Us Bancorp Del Com New (USB) 0.1 $140k 3.3k 42.22
Caterpillar (CAT) 0.1 $140k 423.00 330.06
Hershey Company (HSY) 0.1 $137k 800.00 171.03
At&t (T) 0.1 $135k 4.8k 28.28
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $129k 855.00 151.04
Verizon Communications (VZ) 0.1 $121k 2.7k 45.36
Mondelez Intl Cl A (MDLZ) 0.1 $119k 1.8k 67.86
Adobe Systems Incorporated (ADBE) 0.1 $115k 301.00 383.53
NVIDIA Corporation (NVDA) 0.1 $114k 1.1k 108.37
TJX Companies (TJX) 0.1 $109k 898.00 121.80
Thermo Fisher Scientific (TMO) 0.1 $109k 219.00 497.60
United Bankshares (UBSI) 0.1 $108k 3.1k 34.67
Walt Disney Company (DIS) 0.1 $107k 1.1k 98.70
Ameriprise Financial (AMP) 0.1 $104k 215.00 484.11
Kimberly-Clark Corporation (KMB) 0.1 $103k 721.00 142.22
Carrier Global Corporation (CARR) 0.1 $98k 1.5k 63.40
General Dynamics Corporation (GD) 0.1 $93k 340.00 272.58
Bristol Myers Squibb (BMY) 0.1 $92k 1.5k 60.99
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $89k 474.00 188.16
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.1 $88k 900.00 97.82
Southern Company (SO) 0.1 $87k 950.00 91.95
Trane Technologies SHS (TT) 0.1 $87k 259.00 336.92
Goldman Sachs (GS) 0.1 $87k 159.00 546.30
Merck & Co (MRK) 0.1 $85k 950.00 89.73
Ishares Tr Msci Eafe Etf (EFA) 0.1 $85k 1.0k 81.73
Vanguard Index Fds Growth Etf (VUG) 0.1 $83k 223.00 370.82
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $80k 945.00 85.07
Paychex (PAYX) 0.1 $77k 500.00 154.28
Spdr Ser Tr S&p Biotech (XBI) 0.1 $77k 950.00 81.10
Medtronic SHS (MDT) 0.1 $76k 850.00 89.86
Dominion Resources (D) 0.1 $76k 1.4k 56.07
Nextera Energy (NEE) 0.1 $73k 1.0k 70.89
Bank of America Corporation (BAC) 0.1 $73k 1.7k 41.73
Intel Corporation (INTC) 0.1 $72k 3.2k 22.71
Meta Platforms Cl A (META) 0.1 $72k 124.00 576.36
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $71k 960.00 74.19
Altria (MO) 0.1 $68k 1.1k 60.04
Eli Lilly & Co. (LLY) 0.0 $64k 77.00 827.47
Danaher Corporation (DHR) 0.0 $62k 300.00 205.00
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $60k 413.00 146.18
Vanguard World Consum Stp Etf (VDC) 0.0 $60k 272.00 218.74
Eaton Corp SHS (ETN) 0.0 $59k 218.00 271.83
Broadcom (AVGO) 0.0 $58k 348.00 167.43
Otis Worldwide Corp (OTIS) 0.0 $58k 562.00 103.20
Kkr & Co (KKR) 0.0 $58k 500.00 115.61
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $56k 707.00 78.52
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $54k 538.00 100.60
CVS Caremark Corporation (CVS) 0.0 $53k 783.00 67.75
Vanguard World Utilities Etf (VPU) 0.0 $52k 305.00 170.81
Entergy Corporation (ETR) 0.0 $51k 600.00 85.49
Ishares Tr Global Mater Etf (MXI) 0.0 $51k 627.00 81.73
Proshares Tr Large Cap Cre (CSM) 0.0 $51k 800.00 63.72
Microstrategy Cl A New (MSTR) 0.0 $50k 175.00 288.27
Nortonlifelock (GEN) 0.0 $50k 1.9k 26.54
Pfizer (PFE) 0.0 $50k 2.0k 25.34
Comcast Corp Cl A (CMCSA) 0.0 $50k 1.3k 36.90
Ishares Tr Select Divid Etf (DVY) 0.0 $49k 366.00 134.29
Duke Energy Corp Com New (DUK) 0.0 $49k 400.00 121.97
Apollo Global Mgmt (APO) 0.0 $48k 351.00 136.95
Enterprise Products Partners (EPD) 0.0 $48k 1.4k 34.14
Ishares Tr Glob Indstrl Etf (EXI) 0.0 $47k 325.00 145.38
CVB Financial (CVBF) 0.0 $46k 2.5k 18.46
Rbc Cad (RY) 0.0 $45k 400.00 112.72
Dollar Tree (DLTR) 0.0 $45k 600.00 75.07
Anthem (ELV) 0.0 $44k 102.00 434.96
Enbridge (ENB) 0.0 $44k 984.00 44.31
Honeywell International (HON) 0.0 $41k 195.00 211.75
Biogen Idec (BIIB) 0.0 $41k 300.00 136.84
Tesla Motors (TSLA) 0.0 $41k 158.00 259.16
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $40k 1.6k 25.04
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $40k 210.00 188.17
Becton, Dickinson and (BDX) 0.0 $39k 170.00 229.06
Hilton Worldwide Holdings (HLT) 0.0 $38k 166.00 227.55
Lazard Ltd Shs -a - (LAZ) 0.0 $35k 800.00 43.30
Zimmer Holdings (ZBH) 0.0 $34k 300.00 113.18
Martin Marietta Materials (MLM) 0.0 $34k 70.00 478.14
Realty Income (O) 0.0 $32k 550.00 58.01
PNC Financial Services (PNC) 0.0 $32k 180.00 175.77
Diageo Spon Adr New (DEO) 0.0 $31k 300.00 104.79
Allstate Corporation (ALL) 0.0 $31k 150.00 207.07
United Parcel Service CL B (UPS) 0.0 $31k 281.00 110.01
Morgan Stanley Com New (MS) 0.0 $31k 264.00 116.67
Target Corporation (TGT) 0.0 $30k 289.00 104.36
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $30k 513.00 58.69
Vanguard Index Fds Small Cp Etf (VB) 0.0 $30k 135.00 221.76
Clean Harbors (CLH) 0.0 $30k 150.00 197.10
Ishares Tr Core Msci Eafe (IEFA) 0.0 $29k 378.00 75.65
Analog Devices (ADI) 0.0 $28k 139.00 201.68
CoStar (CSGP) 0.0 $28k 350.00 79.23
American Electric Power Company (AEP) 0.0 $27k 250.00 109.27
Ishares Tr Expanded Tech (IGV) 0.0 $27k 300.00 88.99
RPM International (RPM) 0.0 $27k 230.00 115.68
Simon Property (SPG) 0.0 $27k 160.00 166.08
American Tower Reit (AMT) 0.0 $26k 120.00 217.60
Nike CL B (NKE) 0.0 $25k 400.00 63.48
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $25k 488.00 51.18
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $25k 395.00 62.94
Truist Financial Corp equities (TFC) 0.0 $25k 600.00 41.15
ConocoPhillips (COP) 0.0 $23k 220.00 105.02
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $23k 225.00 102.46
Prudential Financial (PRU) 0.0 $23k 203.00 111.92
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $23k 136.00 166.00
American Water Works (AWK) 0.0 $22k 150.00 147.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $22k 356.00 60.66
Marriott Intl Cl A (MAR) 0.0 $21k 90.00 238.20
Ge Aerospace Com New (GE) 0.0 $21k 103.00 200.16
Public Service Enterprise (PEG) 0.0 $19k 227.00 82.30
National Grid Sponsored Adr Ne (NGG) 0.0 $18k 275.00 65.61
Vanguard World Industrial Etf (VIS) 0.0 $17k 70.00 247.56
Grand Canyon Education (LOPE) 0.0 $17k 100.00 173.02
Applied Materials (AMAT) 0.0 $16k 112.00 145.12
Norwegian Cruise Line Hldg L SHS (NCLH) 0.0 $16k 850.00 18.96
Howard Hughes Holdings (HHH) 0.0 $15k 199.00 74.08
Shell Spon Ads (SHEL) 0.0 $14k 196.00 73.28
Ishares Tr Us Home Cons Etf (ITB) 0.0 $14k 150.00 95.21
Servicetitan Shs Cl A (TTAN) 0.0 $14k 150.00 95.11
Spotify Technology S A SHS (SPOT) 0.0 $14k 25.00 550.04
Maximus (MMS) 0.0 $14k 200.00 68.19
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $14k 145.00 93.72
Black Hills Corporation (BKH) 0.0 $13k 216.00 60.65
Alliant Energy Corporation (LNT) 0.0 $13k 200.00 64.35
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.0 $13k 66.00 194.73
Logitech Intl S A SHS (LOGI) 0.0 $13k 150.00 84.41
Church & Dwight (CHD) 0.0 $12k 113.00 110.10
Unum (UNM) 0.0 $12k 150.00 81.46
Xylem (XYL) 0.0 $12k 100.00 119.46
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $12k 130.00 91.20
Air Products & Chemicals (APD) 0.0 $12k 40.00 294.93
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $12k 496.00 23.43
Constellation Energy (CEG) 0.0 $11k 56.00 201.64
SYSCO Corporation (SYY) 0.0 $11k 150.00 75.04
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $11k 507.00 22.08
Ishares Tr Russell 2000 Etf (IWM) 0.0 $11k 56.00 199.50
Fortive (FTV) 0.0 $11k 150.00 73.18
Airbnb Com Cl A (ABNB) 0.0 $11k 90.00 119.47
Sempra Energy (SRE) 0.0 $11k 150.00 71.36
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $11k 139.00 76.58
Chubb (CB) 0.0 $10k 33.00 302.00
Veralto Corp Com Shs (VLTO) 0.0 $9.7k 100.00 97.45
Vail Resorts (MTN) 0.0 $9.6k 60.00 160.03
Phillips 66 (PSX) 0.0 $9.3k 75.00 123.48
Travelers Companies (TRV) 0.0 $9.3k 35.00 264.49
Exelon Corporation (EXC) 0.0 $9.2k 200.00 46.08
General Mills (GIS) 0.0 $9.2k 153.00 59.96
Crane Company Common Stock (CR) 0.0 $9.0k 59.00 152.56
Consolidated Edison (ED) 0.0 $8.9k 80.00 110.79
Boeing Company (BA) 0.0 $8.5k 50.00 170.56
Quest Diagnostics Incorporated (DGX) 0.0 $8.5k 50.00 169.20
Electronic Arts (EA) 0.0 $8.2k 57.00 144.53
Upstart Hldgs (UPST) 0.0 $7.5k 163.00 46.03
Juniper Networks (JNPR) 0.0 $7.2k 200.00 36.19
Wells Fargo & Company (WFC) 0.0 $7.2k 100.00 71.79
Union Pacific Corporation (UNP) 0.0 $7.1k 30.00 236.27
Dow (DOW) 0.0 $7.0k 200.00 34.92
Select Sector Spdr Tr Technology (XLK) 0.0 $6.8k 33.00 206.48
Brown Forman Corp CL B (BF.B) 0.0 $6.8k 200.00 33.94
Parker-Hannifin Corporation (PH) 0.0 $6.7k 11.00 607.91
Iovance Biotherapeutics (IOVA) 0.0 $6.7k 2.0k 3.33
Graphic Packaging Holding Company (GPK) 0.0 $6.4k 245.00 25.96
Clorox Company (CLX) 0.0 $5.9k 40.00 147.25
Novo-nordisk A S Adr (NVO) 0.0 $5.4k 78.00 69.45
Ishares Core Msci Emkt (IEMG) 0.0 $5.4k 100.00 53.97
Crowdstrike Hldgs Cl A (CRWD) 0.0 $5.3k 15.00 352.60
Kyndryl Hldgs Common Stock (KD) 0.0 $5.3k 168.00 31.40
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $5.2k 124.00 41.85
Vanguard World Energy Etf (VDE) 0.0 $5.2k 40.00 129.72
Ishares U S Etf Tr Short Duration B (NEAR) 0.0 $5.1k 100.00 50.87
Customers Ban (CUBI) 0.0 $5.0k 100.00 50.20
Dutch Bros Cl A (BROS) 0.0 $4.6k 75.00 61.75
Toyota Motor Corp Ads (TM) 0.0 $4.6k 26.00 176.54
Bgc Group Cl A (BGC) 0.0 $4.6k 500.00 9.17
Doordash Cl A (DASH) 0.0 $4.6k 25.00 182.80
Tmc The Metals Company (TMC) 0.0 $4.5k 2.6k 1.72
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $4.4k 9.00 484.89
Spdr Index Shs Fds S&p North Amer (NANR) 0.0 $4.2k 75.00 55.52
Thomson Reuters Corp. (TRI) 0.0 $4.0k 23.00 172.78
Citigroup Com New (C) 0.0 $4.0k 56.00 70.68
Shopify Cl A (SHOP) 0.0 $3.8k 40.00 95.50
Microchip Technology (MCHP) 0.0 $3.4k 70.00 48.41
Ishares Gold Tr Ishares New (IAU) 0.0 $3.4k 57.00 58.96
Banc Of California (BANC) 0.0 $3.3k 233.00 14.19
Pinterest Cl A (PINS) 0.0 $3.1k 100.00 31.00
Blackrock (BLK) 0.0 $3.0k 3.00 1016.33
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $2.8k 132.00 21.53
Newmark Group Cl A (NMRK) 0.0 $2.8k 231.00 12.17
Cenovus Energy (CVE) 0.0 $2.8k 202.00 13.91
Teladoc (TDOC) 0.0 $2.7k 340.00 7.96
Sinclair Cl A (SBGI) 0.0 $2.4k 150.00 15.93
Riot Blockchain (RIOT) 0.0 $2.4k 335.00 7.12
General Motors Company (GM) 0.0 $2.4k 50.00 47.04
Solventum Corp Com Shs (SOLV) 0.0 $1.9k 25.00 76.04
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $1.3k 8.00 160.62
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $1.2k 5.00 244.80
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $1.1k 43.00 26.58
BRC Com Cl A (BRCC) 0.0 $1.1k 535.00 2.09
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $932.000000 5.00 186.40
Rivian Automotive Com Cl A (RIVN) 0.0 $623.000000 50.00 12.46
Greenwich Lifesciences (GLSI) 0.0 $477.000000 50.00 9.54
Eastman Kodak Com New (KODK) 0.0 $443.002000 70.00 6.33
Oramed Pharmaceuticals Com New (ORMP) 0.0 $428.000000 200.00 2.14
Lucid Group 0.0 $242.000000 100.00 2.42
Ginkgo Bioworks Holdings Cl A New (DNA) 0.0 $210.999900 37.00 5.70
Digital World Acquisition Co Class A (DJT) 0.0 $136.999800 7.00 19.57