ICONIQ Capital as of Dec. 31, 2024
Portfolio Holdings for ICONIQ Capital
ICONIQ Capital holds 345 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Procore Technologies (PCOR) | 26.5 | $1.7B | 23M | 74.93 | |
| Servicetitan Shs Cl A (TTAN) | 24.8 | $1.6B | 16M | 102.87 | |
| Blue Owl Capital Com Cl A (OWL) | 12.1 | $780M | 34M | 23.26 | |
| Datadog Cl A Com (DDOG) | 6.1 | $394M | 2.8M | 142.89 | |
| Gitlab Cl A Com (GTLB) | 3.7 | $240M | 4.3M | 56.35 | |
| Shopify Cl A (SHOP) | 3.1 | $198M | 1.9M | 106.33 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 2.9 | $184M | 1.6M | 117.50 | |
| Enfusion Cl A (ENFN) | 2.3 | $145M | 14M | 10.30 | |
| Broadcom (AVGO) | 2.2 | $143M | 615k | 231.84 | |
| Blackline (BL) | 2.0 | $127M | 2.1M | 60.76 | |
| Braze Com Cl A (BRZE) | 1.2 | $75M | 1.8M | 41.88 | |
| Hims & Hers Health Com Cl A (HIMS) | 1.1 | $70M | 2.9M | 24.18 | |
| NVIDIA Corporation (NVDA) | 0.8 | $48M | 360k | 134.29 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.7 | $44M | 1.2M | 37.26 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $36M | 125k | 289.81 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $36M | 191k | 189.30 | |
| Nu Hldgs Ord Shs Cls A (NU) | 0.5 | $31M | 2.9M | 10.36 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.5 | $30M | 141k | 211.38 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $29M | 84k | 342.16 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.4 | $27M | 432k | 63.47 | |
| Neumora Therapeutics (NMRA) | 0.4 | $27M | 2.6M | 10.60 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.4 | $25M | 662k | 38.37 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.4 | $25M | 354k | 71.04 | |
| Godaddy Cl A (GDDY) | 0.4 | $24M | 122k | 197.37 | |
| Coinbase Global Com Cl A (COIN) | 0.4 | $24M | 96k | 248.30 | |
| Apple (AAPL) | 0.3 | $17M | 66k | 250.42 | |
| MercadoLibre (MELI) | 0.2 | $15M | 8.7k | 1700.44 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $14M | 57k | 242.13 | |
| Microsoft Corporation (MSFT) | 0.2 | $13M | 31k | 421.50 | |
| salesforce (CRM) | 0.2 | $13M | 39k | 334.33 | |
| Amazon (AMZN) | 0.2 | $12M | 53k | 219.39 | |
| Elevation Series Trust Sovereigns Capit (SOVF) | 0.2 | $10M | 332k | 30.75 | |
| Kodiak Sciences (KOD) | 0.2 | $10M | 1.0M | 9.95 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $8.4M | 16k | 538.81 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $8.1M | 87k | 92.59 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $8.0M | 20k | 401.58 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $7.9M | 17k | 453.28 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $7.4M | 142k | 52.16 | |
| Chromadex Corp Com New (NAGE) | 0.1 | $6.9M | 1.3M | 5.31 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $6.7M | 12k | 588.68 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $6.5M | 20k | 322.16 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $5.8M | 78k | 74.02 | |
| Meta Platforms Cl A (META) | 0.1 | $5.6M | 9.5k | 585.51 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $5.0M | 105k | 47.82 | |
| Tesla Motors (TSLA) | 0.1 | $4.7M | 12k | 403.84 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $4.7M | 25k | 190.44 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $4.6M | 66k | 70.28 | |
| Ishares Msci World Etf (URTH) | 0.1 | $4.5M | 29k | 155.50 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $4.2M | 7.1k | 586.08 | |
| Uber Technologies (UBER) | 0.1 | $3.9M | 64k | 60.32 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $3.6M | 31k | 117.48 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.3M | 17k | 195.83 | |
| Snowflake Cl A (SNOW) | 0.0 | $2.8M | 18k | 154.41 | |
| Eli Lilly & Co. (LLY) | 0.0 | $2.7M | 3.5k | 772.00 | |
| Visa Com Cl A (V) | 0.0 | $2.2M | 6.9k | 316.04 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $2.1M | 20k | 107.57 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.9M | 11k | 185.13 | |
| Doordash Cl A (DASH) | 0.0 | $1.9M | 12k | 167.75 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $1.9M | 38k | 49.51 | |
| Procter & Gamble Company (PG) | 0.0 | $1.9M | 11k | 167.65 | |
| Costco Wholesale Corporation (COST) | 0.0 | $1.8M | 2.0k | 916.27 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $1.8M | 3.5k | 526.57 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $1.8M | 22k | 84.79 | |
| Netflix (NFLX) | 0.0 | $1.8M | 2.0k | 891.32 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.7M | 4.1k | 410.44 | |
| Home Depot (HD) | 0.0 | $1.6M | 4.1k | 388.99 | |
| Bank of America Corporation (BAC) | 0.0 | $1.5M | 35k | 43.95 | |
| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $1.5M | 110k | 13.99 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $1.5M | 29k | 52.22 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $1.4M | 5.9k | 239.71 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.4M | 16k | 89.08 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $1.4M | 2.0k | 693.08 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.3M | 12k | 112.26 | |
| UnitedHealth (UNH) | 0.0 | $1.3M | 2.5k | 505.86 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.2M | 14k | 86.02 | |
| Goldman Sachs (GS) | 0.0 | $1.1M | 2.0k | 572.62 | |
| Abbvie (ABBV) | 0.0 | $1.1M | 6.1k | 177.70 | |
| Sap Se Spon Adr (SAP) | 0.0 | $1.1M | 4.4k | 246.21 | |
| Oracle Corporation (ORCL) | 0.0 | $1.1M | 6.4k | 166.64 | |
| Intuit (INTU) | 0.0 | $1.0M | 1.7k | 628.50 | |
| Fiserv (FI) | 0.0 | $1.0M | 5.1k | 205.42 | |
| Wells Fargo & Company (WFC) | 0.0 | $1.0M | 15k | 70.24 | |
| Progressive Corporation (PGR) | 0.0 | $988k | 4.1k | 239.61 | |
| Abbott Laboratories (ABT) | 0.0 | $987k | 8.7k | 113.11 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $981k | 20k | 49.46 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $963k | 2.7k | 351.79 | |
| Rbc Cad (RY) | 0.0 | $937k | 7.8k | 120.51 | |
| McDonald's Corporation (MCD) | 0.0 | $936k | 3.2k | 289.89 | |
| Merck & Co (MRK) | 0.0 | $922k | 9.3k | 99.48 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $920k | 14k | 65.52 | |
| Walt Disney Company (DIS) | 0.0 | $903k | 8.1k | 111.35 | |
| Servicenow (NOW) | 0.0 | $895k | 844.00 | 1060.12 | |
| American Express Company (AXP) | 0.0 | $889k | 3.0k | 296.79 | |
| Cisco Systems (CSCO) | 0.0 | $885k | 15k | 59.20 | |
| Toyota Motor Corp Ads (TM) | 0.0 | $885k | 4.5k | 194.61 | |
| Motorola Solutions Com New (MSI) | 0.0 | $867k | 1.9k | 462.23 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $867k | 1.7k | 521.96 | |
| Analog Devices (ADI) | 0.0 | $859k | 4.0k | 212.46 | |
| At&t (T) | 0.0 | $845k | 37k | 22.77 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $841k | 4.5k | 187.51 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $816k | 6.2k | 131.29 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $799k | 6.9k | 115.72 | |
| Booking Holdings (BKNG) | 0.0 | $755k | 152.00 | 4968.42 | |
| Chevron Corporation (CVX) | 0.0 | $747k | 5.2k | 144.84 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $732k | 1.6k | 444.68 | |
| TJX Companies (TJX) | 0.0 | $717k | 5.9k | 120.81 | |
| Honeywell International (HON) | 0.0 | $715k | 3.2k | 225.89 | |
| S&p Global (SPGI) | 0.0 | $710k | 1.4k | 498.03 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $699k | 9.7k | 72.23 | |
| Qualcomm (QCOM) | 0.0 | $692k | 4.5k | 153.62 | |
| Philip Morris International (PM) | 0.0 | $691k | 5.7k | 120.35 | |
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $684k | 44k | 15.60 | |
| Johnson & Johnson (JNJ) | 0.0 | $682k | 4.7k | 144.62 | |
| Boston Scientific Corporation (BSX) | 0.0 | $663k | 7.4k | 89.32 | |
| Coca-Cola Company (KO) | 0.0 | $660k | 11k | 62.26 | |
| Amphenol Corp Cl A (APH) | 0.0 | $657k | 9.5k | 69.45 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $653k | 16k | 41.87 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $651k | 6.0k | 107.74 | |
| Advanced Micro Devices (AMD) | 0.0 | $646k | 5.3k | 120.79 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $645k | 11k | 60.30 | |
| Kla Corp Com New (KLAC) | 0.0 | $640k | 1.0k | 630.12 | |
| Union Pacific Corporation (UNP) | 0.0 | $637k | 2.8k | 228.04 | |
| Blackrock (BLK) | 0.0 | $633k | 617.00 | 1025.11 | |
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $624k | 5.2k | 119.12 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $622k | 1.2k | 511.23 | |
| Caterpillar (CAT) | 0.0 | $616k | 1.7k | 362.76 | |
| Marvell Technology (MRVL) | 0.0 | $613k | 5.6k | 110.45 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $610k | 29k | 21.16 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $591k | 6.1k | 97.31 | |
| Arista Networks Com Shs (ANET) | 0.0 | $589k | 5.3k | 110.53 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $583k | 2.7k | 212.41 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $580k | 2.0k | 288.85 | |
| Stryker Corporation (SYK) | 0.0 | $580k | 1.6k | 360.05 | |
| Wal-Mart Stores (WMT) | 0.0 | $578k | 6.4k | 90.35 | |
| Bristol Myers Squibb (BMY) | 0.0 | $576k | 10k | 56.56 | |
| Sanofi Sponsored Adr (SNY) | 0.0 | $573k | 12k | 48.23 | |
| Verizon Communications (VZ) | 0.0 | $572k | 14k | 39.99 | |
| Gilead Sciences (GILD) | 0.0 | $567k | 6.1k | 92.37 | |
| First Tr Exchange Traded Dj Internt Idx (FDN) | 0.0 | $566k | 2.3k | 243.17 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $565k | 4.4k | 127.59 | |
| Morgan Stanley Com New (MS) | 0.0 | $553k | 4.4k | 125.72 | |
| Bhp Group Sponsored Ads (BHP) | 0.0 | $551k | 7.8k | 70.38 | |
| Takeda Pharmaceutical Sponsred Ads (TAK) | 0.0 | $551k | 42k | 13.24 | |
| Tyler Technologies (TYL) | 0.0 | $548k | 951.00 | 576.64 | |
| Chubb (CB) | 0.0 | $548k | 2.0k | 276.30 | |
| Entegris (ENTG) | 0.0 | $541k | 5.5k | 99.06 | |
| Linde SHS (LIN) | 0.0 | $536k | 1.3k | 418.67 | |
| Automatic Data Processing (ADP) | 0.0 | $534k | 1.8k | 295.57 | |
| Illinois Tool Works (ITW) | 0.0 | $533k | 2.1k | 253.56 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $531k | 7.0k | 75.63 | |
| Guidewire Software (GWRE) | 0.0 | $523k | 3.1k | 168.58 | |
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $508k | 35k | 14.49 | |
| Unilever Spon Adr New (UL) | 0.0 | $505k | 8.9k | 56.70 | |
| Eaton Corp SHS (ETN) | 0.0 | $500k | 1.5k | 331.87 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $496k | 6.7k | 74.01 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $496k | 2.9k | 172.42 | |
| Applied Materials (AMAT) | 0.0 | $488k | 3.0k | 162.63 | |
| Trane Technologies SHS (TT) | 0.0 | $481k | 1.3k | 369.35 | |
| Jd.com Spon Adr Cl A (JD) | 0.0 | $473k | 14k | 34.67 | |
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $471k | 6.0k | 77.89 | |
| Pfizer (PFE) | 0.0 | $470k | 18k | 26.53 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $469k | 2.8k | 169.30 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $467k | 1.8k | 253.75 | |
| Shell Spon Ads (SHEL) | 0.0 | $466k | 7.4k | 62.65 | |
| BP Sponsored Adr (BP) | 0.0 | $466k | 16k | 29.56 | |
| Colgate-Palmolive Company (CL) | 0.0 | $462k | 5.1k | 90.91 | |
| Palo Alto Networks (PANW) | 0.0 | $460k | 2.5k | 181.96 | |
| Deere & Company (DE) | 0.0 | $451k | 1.1k | 423.70 | |
| Lowe's Companies (LOW) | 0.0 | $450k | 1.8k | 246.80 | |
| American Tower Reit (AMT) | 0.0 | $443k | 2.4k | 183.41 | |
| Medtronic SHS (MDT) | 0.0 | $441k | 5.5k | 79.88 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $428k | 4.4k | 97.05 | |
| Equinix (EQIX) | 0.0 | $426k | 452.00 | 942.89 | |
| Kkr & Co (KKR) | 0.0 | $425k | 2.9k | 147.91 | |
| Nextera Energy (NEE) | 0.0 | $424k | 5.9k | 71.69 | |
| Ge Vernova (GEV) | 0.0 | $423k | 1.3k | 328.93 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $420k | 86k | 4.89 | |
| Us Bancorp Del Com New (USB) | 0.0 | $416k | 8.7k | 47.83 | |
| Ryan Specialty Holdings Cl A (RYAN) | 0.0 | $413k | 6.4k | 64.16 | |
| Cibc Cad (CM) | 0.0 | $411k | 6.5k | 63.23 | |
| ConocoPhillips (COP) | 0.0 | $410k | 4.1k | 99.17 | |
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $407k | 11k | 36.32 | |
| Cigna Corp (CI) | 0.0 | $406k | 1.5k | 276.14 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $405k | 3.1k | 132.10 | |
| United Parcel Service CL B (UPS) | 0.0 | $403k | 3.2k | 126.10 | |
| Altria (MO) | 0.0 | $397k | 7.6k | 52.29 | |
| Truist Financial Corp equities (TFC) | 0.0 | $393k | 9.1k | 43.38 | |
| Williams Companies (WMB) | 0.0 | $393k | 7.3k | 54.12 | |
| Relay Therapeutics (RLAY) | 0.0 | $390k | 95k | 4.12 | |
| Ubs Group SHS (UBS) | 0.0 | $389k | 13k | 30.32 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $388k | 2.1k | 184.08 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $380k | 6.6k | 57.45 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $380k | 7.1k | 53.24 | |
| Thomson Reuters Corp. (TRI) | 0.0 | $378k | 2.4k | 160.38 | |
| Cheniere Energy Com New (LNG) | 0.0 | $377k | 1.8k | 214.87 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $377k | 10k | 37.53 | |
| AFLAC Incorporated (AFL) | 0.0 | $373k | 3.6k | 103.44 | |
| Sempra Energy (SRE) | 0.0 | $368k | 4.2k | 87.72 | |
| Boeing Company (BA) | 0.0 | $364k | 2.1k | 177.00 | |
| Cadence Design Systems (CDNS) | 0.0 | $362k | 1.2k | 300.46 | |
| Emerson Electric (EMR) | 0.0 | $361k | 2.9k | 123.96 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $357k | 1.3k | 283.85 | |
| Monday SHS (MNDY) | 0.0 | $355k | 1.5k | 235.44 | |
| Kroger (KR) | 0.0 | $354k | 5.8k | 61.15 | |
| 3M Company (MMM) | 0.0 | $353k | 2.7k | 129.09 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $350k | 672.00 | 520.23 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $347k | 4.8k | 72.37 | |
| Relx Sponsored Adr (RELX) | 0.0 | $344k | 7.6k | 45.42 | |
| Prudential Financial (PRU) | 0.0 | $343k | 2.9k | 118.53 | |
| Intercontinental Exchange (ICE) | 0.0 | $343k | 2.3k | 149.01 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $342k | 704.00 | 485.94 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $342k | 1.5k | 231.26 | |
| PNC Financial Services (PNC) | 0.0 | $339k | 1.8k | 192.85 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $337k | 3.7k | 90.06 | |
| Iqvia Holdings (IQV) | 0.0 | $336k | 1.7k | 196.51 | |
| Public Storage (PSA) | 0.0 | $334k | 1.1k | 299.44 | |
| Southern Company (SO) | 0.0 | $333k | 4.0k | 82.32 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $333k | 6.1k | 54.50 | |
| Sherwin-Williams Company (SHW) | 0.0 | $329k | 968.00 | 339.93 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $326k | 2.0k | 161.77 | |
| Cme (CME) | 0.0 | $325k | 1.4k | 232.23 | |
| Welltower Inc Com reit (WELL) | 0.0 | $322k | 2.6k | 126.03 | |
| Paypal Holdings (PYPL) | 0.0 | $320k | 3.7k | 85.35 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $319k | 448.00 | 712.33 | |
| McKesson Corporation (MCK) | 0.0 | $318k | 558.00 | 569.91 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $317k | 1.1k | 280.06 | |
| FedEx Corporation (FDX) | 0.0 | $316k | 1.1k | 281.33 | |
| Waste Connections (WCN) | 0.0 | $314k | 1.8k | 171.58 | |
| Becton, Dickinson and (BDX) | 0.0 | $311k | 1.4k | 226.87 | |
| Barclays Adr (BCS) | 0.0 | $310k | 23k | 13.29 | |
| Fortinet (FTNT) | 0.0 | $309k | 3.3k | 94.48 | |
| Travelers Companies (TRV) | 0.0 | $305k | 1.3k | 240.89 | |
| Bk Nova Cad (BNS) | 0.0 | $304k | 5.7k | 53.72 | |
| Teradyne (TER) | 0.0 | $303k | 2.4k | 125.92 | |
| Starbucks Corporation (SBUX) | 0.0 | $303k | 3.3k | 91.25 | |
| Capital One Financial (COF) | 0.0 | $302k | 1.7k | 178.32 | |
| Toast Cl A (TOST) | 0.0 | $301k | 8.3k | 36.45 | |
| Workday Cl A (WDAY) | 0.0 | $301k | 1.2k | 258.03 | |
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $296k | 10k | 28.55 | |
| Moody's Corporation (MCO) | 0.0 | $294k | 621.00 | 473.37 | |
| Monster Beverage Corp (MNST) | 0.0 | $294k | 5.6k | 52.56 | |
| SYSCO Corporation (SYY) | 0.0 | $293k | 3.8k | 76.46 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $292k | 2.5k | 115.22 | |
| CRH Ord Shs Cls A (CRH) | 0.0 | $292k | 3.2k | 92.52 | |
| Lyondellbasell Indsustries N Shs-a- (LYB) | 0.0 | $292k | 3.9k | 74.27 | |
| Waste Management (WM) | 0.0 | $291k | 1.4k | 201.79 | |
| Enbridge (ENB) | 0.0 | $287k | 6.8k | 42.43 | |
| Manulife Finl Corp (MFC) | 0.0 | $286k | 9.3k | 30.71 | |
| Aon Shs Cl A (AON) | 0.0 | $282k | 786.00 | 359.16 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $281k | 1.4k | 198.18 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $279k | 2.1k | 131.04 | |
| General Motors Company (GM) | 0.0 | $278k | 5.2k | 53.27 | |
| Marriott Intl Cl A (MAR) | 0.0 | $277k | 993.00 | 278.94 | |
| Autodesk (ADSK) | 0.0 | $274k | 926.00 | 295.57 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $273k | 1.1k | 247.16 | |
| Public Service Enterprise (PEG) | 0.0 | $271k | 3.2k | 84.49 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $270k | 604.00 | 447.38 | |
| International Business Machines (IBM) | 0.0 | $269k | 1.2k | 219.83 | |
| Cbre Group Cl A (CBRE) | 0.0 | $269k | 2.0k | 131.29 | |
| MetLife (MET) | 0.0 | $268k | 3.3k | 81.88 | |
| Apollo Global Mgmt (APO) | 0.0 | $267k | 1.6k | 165.16 | |
| O'reilly Automotive (ORLY) | 0.0 | $267k | 225.00 | 1185.80 | |
| Natwest Group Spons Adr (NWG) | 0.0 | $266k | 26k | 10.17 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $265k | 209.00 | 1267.28 | |
| Applovin Com Cl A (APP) | 0.0 | $265k | 817.00 | 323.83 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $265k | 2.1k | 126.75 | |
| Danaher Corporation (DHR) | 0.0 | $263k | 1.1k | 229.55 | |
| Exelon Corporation (EXC) | 0.0 | $263k | 7.0k | 37.64 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $259k | 10k | 24.97 | |
| Block Cl A (XYZ) | 0.0 | $257k | 3.0k | 84.99 | |
| Diageo Spon Adr New (DEO) | 0.0 | $257k | 2.0k | 127.13 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $254k | 400.00 | 636.03 | |
| Republic Services (RSG) | 0.0 | $251k | 1.2k | 201.18 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $251k | 2.9k | 85.66 | |
| Digital Realty Trust (DLR) | 0.0 | $249k | 1.4k | 177.33 | |
| Fair Isaac Corporation (FICO) | 0.0 | $247k | 124.00 | 1990.93 | |
| Constellation Brands Cl A (STZ) | 0.0 | $245k | 1.1k | 221.00 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $245k | 1.9k | 129.34 | |
| Zoetis Cl A (ZTS) | 0.0 | $244k | 1.5k | 162.93 | |
| Allstate Corporation (ALL) | 0.0 | $242k | 1.3k | 192.79 | |
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $242k | 10k | 23.69 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $240k | 3.1k | 76.83 | |
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $239k | 2.2k | 109.32 | |
| Ecolab (ECL) | 0.0 | $239k | 1.0k | 234.32 | |
| Dominion Resources (D) | 0.0 | $238k | 4.4k | 53.86 | |
| Nike CL B (NKE) | 0.0 | $234k | 3.1k | 75.67 | |
| Pepsi (PEP) | 0.0 | $234k | 1.5k | 152.06 | |
| Micron Technology (MU) | 0.0 | $233k | 2.8k | 84.16 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $232k | 20k | 11.72 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $231k | 574.00 | 402.70 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $229k | 2.6k | 88.40 | |
| Vici Pptys (VICI) | 0.0 | $229k | 7.8k | 29.21 | |
| Flutter Entmt SHS (FLUT) | 0.0 | $229k | 887.00 | 258.45 | |
| Ameriprise Financial (AMP) | 0.0 | $228k | 429.00 | 532.43 | |
| Dupont De Nemours (DD) | 0.0 | $228k | 3.0k | 76.25 | |
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $228k | 370.00 | 615.00 | |
| Simon Property (SPG) | 0.0 | $226k | 1.3k | 172.21 | |
| Cummins (CMI) | 0.0 | $224k | 643.00 | 348.60 | |
| Canadian Natl Ry (CNI) | 0.0 | $224k | 2.2k | 101.51 | |
| Synopsys (SNPS) | 0.0 | $224k | 461.00 | 485.36 | |
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $224k | 39k | 5.79 | |
| First Solar (FSLR) | 0.0 | $223k | 1.3k | 176.24 | |
| CSX Corporation (CSX) | 0.0 | $222k | 6.9k | 32.27 | |
| AutoZone (AZO) | 0.0 | $221k | 69.00 | 3202.00 | |
| PPG Industries (PPG) | 0.0 | $221k | 1.8k | 119.45 | |
| Paychex (PAYX) | 0.0 | $220k | 1.6k | 140.22 | |
| Ferrari Nv Ord (RACE) | 0.0 | $220k | 518.00 | 424.84 | |
| Banco Santander Adr (SAN) | 0.0 | $218k | 48k | 4.56 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $218k | 2.8k | 78.93 | |
| NetApp (NTAP) | 0.0 | $218k | 1.9k | 116.08 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $216k | 22k | 9.72 | |
| Markel Corporation (MKL) | 0.0 | $216k | 125.00 | 1726.23 | |
| Oneok (OKE) | 0.0 | $216k | 2.1k | 100.40 | |
| Ametek (AME) | 0.0 | $215k | 1.2k | 180.26 | |
| Quanta Services (PWR) | 0.0 | $215k | 679.00 | 316.05 | |
| Copart (CPRT) | 0.0 | $213k | 3.7k | 57.39 | |
| Crown Castle Intl (CCI) | 0.0 | $213k | 2.3k | 90.76 | |
| Ross Stores (ROST) | 0.0 | $212k | 1.4k | 151.27 | |
| Constellation Energy (CEG) | 0.0 | $212k | 946.00 | 223.71 | |
| EOG Resources (EOG) | 0.0 | $211k | 1.7k | 122.58 | |
| Dow (DOW) | 0.0 | $209k | 5.2k | 40.30 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $209k | 1.6k | 131.41 | |
| Skyworks Solutions (SWKS) | 0.0 | $209k | 2.4k | 88.68 | |
| Kinder Morgan (KMI) | 0.0 | $208k | 7.6k | 27.40 | |
| Biogen Idec (BIIB) | 0.0 | $208k | 1.4k | 152.92 | |
| Wabtec Corporation (WAB) | 0.0 | $208k | 1.1k | 189.59 | |
| Tyson Foods Cl A (TSN) | 0.0 | $207k | 3.6k | 57.44 | |
| Haleon Spon Ads (HLN) | 0.0 | $206k | 22k | 9.54 | |
| Msci (MSCI) | 0.0 | $206k | 343.00 | 600.01 | |
| Intel Corporation (INTC) | 0.0 | $205k | 10k | 20.05 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $204k | 968.00 | 210.25 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $202k | 603.00 | 334.25 | |
| Church & Dwight (CHD) | 0.0 | $201k | 1.9k | 104.71 | |
| L3harris Technologies (LHX) | 0.0 | $200k | 952.00 | 210.28 | |
| Barrick Gold Corp (GOLD) | 0.0 | $194k | 13k | 15.50 | |
| Ing Groep Sponsored Adr (ING) | 0.0 | $181k | 12k | 15.67 | |
| Cenovus Energy (CVE) | 0.0 | $179k | 12k | 15.15 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $171k | 39k | 4.43 | |
| Grab Holdings Class A Ord (GRAB) | 0.0 | $133k | 28k | 4.72 | |
| Icl Group SHS (ICL) | 0.0 | $125k | 25k | 4.94 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $112k | 11k | 10.57 | |
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $101k | 25k | 4.02 | |
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $99k | 12k | 8.06 | |
| Kinross Gold Corp (KGC) | 0.0 | $96k | 10k | 9.27 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $81k | 30k | 2.72 |