Imprint Wealth

Imprint Wealth as of March 31, 2026

Portfolio Holdings for Imprint Wealth

Imprint Wealth holds 298 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
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 14.2 $3.1M 41k 76.54
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 8.0 $1.7M 30k 58.18
Ishares International Country Rotation Active Etf Etf (CORO) 6.1 $1.3M 42k 32.15
Nvidia Corporation Stock (NVDA) 3.9 $853k 4.9k 174.40
Apple Stock (AAPL) 3.3 $722k 2.8k 253.79
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 3.2 $700k 7.8k 89.33
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 2.9 $635k 3.3k 191.81
Ishares A.i. Innovation And Tech Active Etf Etf (BAI) 2.6 $560k 17k 32.95
Ishares U.s. Thematic Rotation Active Etf Etf (THRO) 2.3 $507k 14k 36.22
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.2 $484k 1.7k 287.56
Micron Technology Stock (MU) 2.1 $468k 1.4k 337.84
Meta Platforms Inc Cl A Stock (META) 2.0 $441k 771.00 572.13
Ishares Russell 1000 Etf Etf (IWB) 1.9 $418k 1.2k 356.56
Ishares Large Cap Core Active Etf Etf (BLCR) 1.9 $413k 10k 41.06
Global X Defense Tech Etf Etf (SHLD) 1.8 $405k 5.7k 70.84
Chevron Corporation Stock (CVX) 1.7 $383k 1.8k 206.90
Taiwan Semiconductor Manufact Adr (TSM) 1.7 $372k 1.1k 337.95
Jpmorgan Chase & Co Stock (JPM) 1.5 $330k 1.1k 294.16
Amazon Stock (AMZN) 1.5 $328k 1.6k 208.27
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 1.5 $319k 816.00 390.41
Walmart Stock (WMT) 1.3 $293k 2.4k 124.28
Immix Biopharma Stock (IMMX) 1.3 $285k 31k 9.11
Crh Plc Ord Stock (CRH) 1.3 $282k 2.7k 105.12
Exxon Mobil Corp Stock (XOM) 1.2 $267k 1.6k 169.66
Vanguard S&p 500 Etf Etf (VOO) 1.1 $250k 418.00 597.55
Genuine Parts Stock (GPC) 1.1 $243k 2.3k 105.75
Netflix Stock (NFLX) 1.0 $229k 2.4k 96.15
Ishares S&p 500 Growth Etf Etf (IVW) 1.0 $217k 1.9k 113.11
Ishares S&p 500 Value Etf Etf (IVE) 1.0 $210k 996.00 211.15
International Business Machs Stock (IBM) 0.9 $188k 774.00 242.39
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.8 $180k 1.6k 108.99
Figure Technology Solutio Com Cl A Stock (FIGR) 0.8 $173k 5.1k 33.95
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.8 $170k 7.4k 22.91
Mp Materials Corp Com Cl A Stock (MP) 0.7 $152k 3.2k 48.26
Bank Of Amer Corp Stock (BAC) 0.7 $143k 2.9k 48.75
Hut 8 Corp Stock (HUT) 0.6 $141k 3.0k 46.91
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.6 $140k 3.0k 46.95
Tesla Stock (TSLA) 0.6 $140k 376.00 371.75
Ishares Flexible Income Active Etf Etf (BINC) 0.5 $120k 2.3k 51.93
Microsoft Corp Stock (MSFT) 0.5 $120k 325.00 370.17
Ishares Bitcoin Trust Etf Etf (IBIT) 0.5 $116k 3.0k 38.42
Vanguard Dividend Appreciation Etf Etf (VIG) 0.5 $105k 487.00 215.06
State Street Spdr Portfolio Long Term Treasury Etf Etf (SPTL) 0.5 $101k 3.8k 26.30
Vanguard Total International Bond Etf Etf (BNDX) 0.4 $93k 1.9k 48.05
Spdr Gold Shares Etf (GLD) 0.4 $86k 199.00 430.29
Proshares Ultra S&p 500 Etf (SSO) 0.4 $84k 1.6k 51.88
Eli Lilly & Co Stock (LLY) 0.4 $81k 88.00 919.77
Ishares U.s. Industry Rotation Active Etf Etf (INRO) 0.4 $79k 2.6k 30.70
Ishares Core Dividend Growth Etf Etf (DGRO) 0.4 $79k 1.1k 70.18
Ge Aerospace Stock (GE) 0.4 $78k 276.00 283.77
Mastercard Incorporated Cl A Stock (MA) 0.3 $75k 150.00 499.66
Qualcomm Stock (QCOM) 0.3 $67k 523.00 128.78
Ishares Systematic Bond Etf Etf (SYSB) 0.3 $67k 750.00 89.00
Ishares Msci Eafe Value Etf Etf (EFV) 0.3 $62k 836.00 74.35
Freeport Mcmoran Inc Cl B Stock (FCX) 0.3 $61k 1.0k 58.78
Ishares International Dividend Growth Etf Etf (IGRO) 0.3 $61k 723.00 83.77
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $59k 207.00 286.86
Chubb Ltd Switz Stock (CB) 0.3 $57k 176.00 325.93
Edwards Lifesciences Corp Stock (EW) 0.3 $56k 697.00 80.08
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $53k 982.00 54.05
Ge Vernova Stock (GEV) 0.2 $51k 58.00 872.90
Ishares Msci Eafe Growth Etf Etf (EFG) 0.2 $48k 434.00 111.37
Johnson & Johnson Stock (JNJ) 0.2 $48k 195.00 244.44
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $46k 79.00 577.18
Mcdonalds Corp Stock (MCD) 0.2 $45k 145.00 310.79
Broadcom Stock (AVGO) 0.2 $45k 145.00 309.51
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM) 0.2 $44k 931.00 46.70
Vanguard Utilities Etf Etf (VPU) 0.2 $39k 198.00 198.14
Smartstop Self Storag Reit Reit (SMA) 0.2 $38k 1.3k 30.28
Coca Cola Stock (KO) 0.2 $36k 476.00 76.05
Invesco Bulletshares 2027 High Yield Corporate Bond Etf Etf (BSJR) 0.1 $31k 1.4k 22.36
Invesco Bulletshares 2028 High Yield Corporate Bond Etf Etf (BSJS) 0.1 $31k 1.4k 21.69
American Elec Pwr Stock (AEP) 0.1 $29k 223.00 131.08
Ishares International Dividend Active Etf Etf (BIDD) 0.1 $28k 972.00 28.43
Verizon Communications Stock (VZ) 0.1 $27k 543.00 50.20
Ishares High Yield Systematic Bond Etf Etf (HYDB) 0.1 $27k 583.00 46.52
Procter & Gamble Stock (PG) 0.1 $25k 172.00 144.44
Coreweave Inc Com Cl A Stock (CRWV) 0.1 $25k 317.00 77.47
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $23k 149.00 155.11
Novartis Adr (NVS) 0.1 $23k 150.00 152.75
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $22k 731.00 30.68
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $22k 90.00 239.99
Pepsico Stock (PEP) 0.1 $21k 133.00 155.29
Visa Inc Com Cl A Stock (V) 0.1 $18k 61.00 302.25
Ishares Aaa Clo Active Etf Etf (CLOA) 0.1 $18k 354.00 51.84
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $18k 138.00 132.50
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $18k 39.00 463.18
Costco Wholesale Corporation Stock (COST) 0.1 $18k 18.00 996.44
Enbridge Stock (ENB) 0.1 $18k 331.00 54.14
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $17k 173.00 100.62
Nextera Energy Stock (NEE) 0.1 $17k 181.00 92.88
Rtx Corporation Stock (RTX) 0.1 $16k 83.00 192.90
State Street Spdr S&p 500 Etf Etf (SPY) 0.1 $15k 23.00 650.35
Jpmorgan Core Plus Bond Etf Etf (JCPB) 0.1 $15k 317.00 47.08
Eaton Corp Stock (ETN) 0.1 $14k 40.00 357.68
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.1 $14k 308.00 45.89
Seagate Technology Hldngs Plc Ord Stock (STX) 0.1 $14k 36.00 391.75
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $14k 153.00 91.64
Duke Energy Corp Stock (DUK) 0.1 $14k 107.00 130.94
Paychex Stock (PAYX) 0.1 $14k 150.00 92.12
Target Corp Stock (TGT) 0.1 $14k 114.00 121.20
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $14k 95.00 144.71
State Street Materials Select Sector Spdr Etf Etf (XLB) 0.1 $14k 270.00 49.97
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.1 $13k 159.00 81.98
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.1 $13k 88.00 146.61
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.1 $13k 130.00 97.91
Tjx Cos Stock (TJX) 0.1 $12k 77.00 159.70
Amphenol Corp Cl A Stock (APH) 0.1 $12k 97.00 126.35
State Street Real Estate Select Sector Spdr Etf Etf (XLRE) 0.1 $12k 297.00 40.83
Schwab Charles Corp Stock (SCHW) 0.1 $12k 128.00 93.98
Corning Stock (GLW) 0.1 $12k 87.00 135.97
Southern Stock (SO) 0.1 $12k 121.00 96.52
Lam Research Corp Stock (LRCX) 0.1 $12k 54.00 213.67
Oracle Corp Stock (ORCL) 0.1 $11k 75.00 147.11
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.1 $11k 176.00 62.68
Medtronic Stock (MDT) 0.1 $11k 127.00 86.65
American Express Stock (AXP) 0.0 $11k 35.00 302.49
Resmed Stock (RMD) 0.0 $11k 47.00 224.49
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $11k 16.00 653.19
Clorox Co Del Stock (CLX) 0.0 $10k 100.00 103.63
Jpmorgan Mortgage-backed Securities Etf Etf (JMTG) 0.0 $10k 201.00 51.00
Honeywell Intl Stock (HON) 0.0 $10k 45.00 226.02
Abbvie Stock (ABBV) 0.0 $10k 46.00 217.50
Humacyte Stock (HUMA) 0.0 $9.9k 16k 0.61
Qnity Electronics Stock (Q) 0.0 $9.9k 86.00 115.38
Baxter Intl Stock (BAX) 0.0 $9.8k 581.00 16.80
Texas Instrs Stock (TXN) 0.0 $9.7k 50.00 194.14
T-mobile Us Stock (TMUS) 0.0 $9.0k 43.00 210.02
Jpmorgan Income Etf Etf (JPIE) 0.0 $8.6k 186.00 46.07
Home Depot Stock (HD) 0.0 $8.6k 26.00 328.88
Nuveen S&p 500 Dynamic Overwri Cef (SPXX) 0.0 $8.5k 528.00 16.07
Ishares Convertible Bond Etf Etf (ICVT) 0.0 $8.1k 80.00 101.79
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $8.0k 150.00 53.35
Agnico Eagle Mines Stock (AEM) 0.0 $7.9k 39.00 202.97
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $7.9k 139.00 56.68
Dupont De Nemours Stock (DD) 0.0 $7.9k 172.00 45.80
Union Pac Corp Stock (UNP) 0.0 $7.8k 32.00 242.62
Goldman Sachs Group Stock (GS) 0.0 $7.6k 9.00 846.00
Invesco Nasdaq 100 Etf Etf (QQQM) 0.0 $7.6k 32.00 237.62
First Trust Preferred Securities & Income Etf Etf (FPE) 0.0 $7.5k 425.00 17.75
Williams Cos Stock (WMB) 0.0 $7.5k 103.00 72.78
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.0 $7.3k 62.00 118.45
Cadence Design System Stock (CDNS) 0.0 $7.2k 26.00 277.88
Dow Hldgs Stock (DOW) 0.0 $7.1k 171.00 41.65
Pnc Finl Svcs Group Stock (PNC) 0.0 $7.1k 34.00 208.09
Merck & Co Stock (MRK) 0.0 $7.0k 58.00 120.29
Comcast Corp New Cl A Stock (CMCSA) 0.0 $6.8k 237.00 28.71
Cme Group Stock (CME) 0.0 $6.8k 23.00 295.35
Palo Alto Networks Stock (PANW) 0.0 $6.7k 42.00 160.31
Wells Fargo & Co Stock (WFC) 0.0 $6.4k 80.00 79.61
Cisco Sys Stock (CSCO) 0.0 $6.4k 82.00 77.59
Gilead Sciences Stock (GILD) 0.0 $6.3k 45.00 139.38
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $6.1k 151.00 40.47
Gallagher Arthur J & Co Stock (AJG) 0.0 $6.1k 28.00 216.57
Occidental Pete Corp Stock (OXY) 0.0 $5.9k 91.00 65.00
Blackrock Stock (BLK) 0.0 $5.8k 6.00 961.67
Entergy Corp Stock (ETR) 0.0 $5.7k 51.00 112.35
Ecolab Stock (ECL) 0.0 $5.6k 21.00 266.00
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $5.5k 64.00 86.69
Emerson Elec Stock (EMR) 0.0 $5.5k 42.00 131.02
Monolithic Pwr Sys Stock (MPWR) 0.0 $5.5k 5.00 1093.40
Lockheed Martin Corp Stock (LMT) 0.0 $5.4k 9.00 604.44
Analog Devices Stock (ADI) 0.0 $5.4k 17.00 318.12
Thermo Fisher Scientific Stock (TMO) 0.0 $5.4k 11.00 491.55
Abbott Laboratories Stock (ABT) 0.0 $5.3k 52.00 102.67
Philip Morris Intl Stock (PM) 0.0 $5.3k 32.00 165.34
Conocophillips Stock (COP) 0.0 $5.3k 40.00 132.00
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.0 $5.3k 95.00 55.52
Simon Ppty Group Reit (SPG) 0.0 $5.2k 28.00 186.54
Intuit Stock (INTU) 0.0 $5.2k 12.00 432.42
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $5.1k 89.00 57.64
Hewlett Packard Enterprise Stock (HPE) 0.0 $5.0k 211.00 23.81
Air Products And Chemicals Stock (APD) 0.0 $4.9k 17.00 290.47
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.0 $4.9k 45.00 109.69
Automatic Data Processing Stock (ADP) 0.0 $4.9k 24.00 203.17
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.0 $4.7k 97.00 48.71
Sanofi Sa Adr (SNY) 0.0 $4.5k 94.00 48.18
Ishares S&p 100 Etf Etf (OEF) 0.0 $4.5k 14.00 318.07
Astrazeneca Plc Ord Adr (AZN) 0.0 $4.3k 22.00 197.23
Baker Hughes Company Cl A Stock (BKR) 0.0 $4.3k 71.00 61.06
Jpmorgan Municipal Etf Etf (JMUB) 0.0 $4.2k 85.00 49.99
Booking Holdings Stock (BKNG) 0.0 $4.2k 1.00 4210.00
Marvell Technology Stock (MRVL) 0.0 $4.1k 41.00 99.05
Unitedhealth Group Stock (UNH) 0.0 $4.1k 15.00 270.60
Mrp Synthequity Etf Etf (SNTH) 0.0 $4.0k 151.00 26.24
Iqvia Hldgs Stock (IQV) 0.0 $3.9k 23.00 170.52
Equinix Reit (EQIX) 0.0 $3.9k 4.00 980.25
Tractor Supply Stock (TSCO) 0.0 $3.9k 85.00 45.31
Becton Dickinson & Co Stock (BDX) 0.0 $3.8k 24.00 157.25
Distillate Us Fundamental Stability & Value Etf Etf (DSTL) 0.0 $3.8k 65.00 57.88
Autodesk Stock (ADSK) 0.0 $3.6k 15.00 239.40
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $3.5k 28.00 126.29
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $3.5k 37.00 95.43
Waste Mgmt Inc Del Stock (WM) 0.0 $3.4k 15.00 229.80
Zoetis Inc Cl A Stock (ZTS) 0.0 $3.4k 29.00 118.21
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $3.4k 17.00 198.29
Progressive Corp Stock (PGR) 0.0 $3.4k 17.00 198.24
Ishares National Muni Bond Etf Etf (MUB) 0.0 $3.3k 31.00 106.16
Cvs Health Corp Stock (CVS) 0.0 $3.2k 45.00 71.82
Starbucks Corp Stock (SBUX) 0.0 $3.2k 36.00 89.58
Cintas Corp Stock (CTAS) 0.0 $3.2k 19.00 169.16
Fair Isaac Corp Stock (FICO) 0.0 $3.2k 3.00 1067.67
Vertex Pharmaceuticals Stock (VRTX) 0.0 $3.1k 7.00 446.57
Carrier Global Corporation Stock (CARR) 0.0 $3.1k 55.00 56.31
Motorola Solutions Stock (MSI) 0.0 $3.0k 7.00 434.00
West Pharmaceutical Svsc Stock (WST) 0.0 $3.0k 12.00 250.67
Kla Corp Stock (KLAC) 0.0 $2.9k 2.00 1472.50
Rockwell Automation Stock (ROK) 0.0 $2.9k 8.00 358.88
Kkr & Co Stock (KKR) 0.0 $2.9k 31.00 92.52
Southstate Bk Corp Stock (SSB) 0.0 $2.8k 30.00 92.53
Morgan Stanley Stock (MS) 0.0 $2.6k 16.00 164.56
Servicenow Stock (NOW) 0.0 $2.6k 25.00 104.56
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT) 0.0 $2.6k 140.00 18.66
S&p Global Stock (SPGI) 0.0 $2.6k 6.00 425.33
Datadog Inc Cl A Stock (DDOG) 0.0 $2.5k 21.00 118.05
Cooper Cos Stock (COO) 0.0 $2.4k 34.00 71.50
Uber Technologies Stock (UBER) 0.0 $2.4k 33.00 71.94
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS) 0.0 $2.3k 113.00 20.42
Intuitive Surgical Stock (ISRG) 0.0 $2.3k 5.00 461.00
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 0.0 $2.3k 117.00 19.62
Danaher Corp Del Stock (DHR) 0.0 $2.3k 12.00 189.58
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $2.2k 22.00 100.73
Adobe Stock (ADBE) 0.0 $2.2k 9.00 243.11
Caseys Gen Stores Stock (CASY) 0.0 $2.2k 3.00 728.00
Ares Management Corporation Cl A Com Stk Stock (ARES) 0.0 $2.2k 20.00 109.10
Dicks Sporting Goods Stock (DKS) 0.0 $2.2k 11.00 198.27
Roper Technologies Stock (ROP) 0.0 $2.1k 6.00 353.83
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA) 0.0 $2.1k 44.00 47.59
Verisk Analytics Stock (VRSK) 0.0 $2.1k 11.00 189.73
Trane Technologies Stock (TT) 0.0 $2.1k 5.00 416.80
Atmos Energy Corp Stock (ATO) 0.0 $2.0k 11.00 184.73
Linde Stock (LIN) 0.0 $2.0k 4.00 495.75
Stryker Corporation Stock (SYK) 0.0 $2.0k 6.00 328.67
Lowes Cos Stock (LOW) 0.0 $1.9k 8.00 236.25
Howmet Aerospace Stock (HWM) 0.0 $1.8k 8.00 230.50
General Mills Stock (GIS) 0.0 $1.7k 47.00 37.21
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $1.7k 57.00 30.51
Neos S&p 500 Hedged Equity Income Etf Etf (SPYH) 0.0 $1.7k 33.00 52.61
Ipath Series B S&p 500 Vix Short-term Futures Etn Etf (VXX) 0.0 $1.7k 47.00 35.70
Fastenal Stock (FAST) 0.0 $1.7k 36.00 46.39
Chipotle Mexican Grill Stock (CMG) 0.0 $1.7k 52.00 32.02
Sherwin Williams Stock (SHW) 0.0 $1.6k 5.00 320.60
Dynatrace Stock (DT) 0.0 $1.6k 42.00 36.98
Republic Svcs Stock (RSG) 0.0 $1.5k 7.00 219.00
Hilton Worldwide Hldgs Stock (HLT) 0.0 $1.5k 5.00 304.00
Wec Energy Group Stock (WEC) 0.0 $1.5k 13.00 115.77
Veralto Corp Stock (VLTO) 0.0 $1.5k 17.00 88.41
Watsco Stock (WSO) 0.0 $1.5k 4.00 363.75
Snap On Stock (SNA) 0.0 $1.5k 4.00 363.25
Disney Walt Stock (DIS) 0.0 $1.4k 15.00 96.40
Csx Corp Stock (CSX) 0.0 $1.4k 35.00 41.06
Corteva Stock (CTVA) 0.0 $1.4k 17.00 83.71
Asml Hldg Nv N Y Registry Adr (ASML) 0.0 $1.3k 1.00 1321.00
Nasdaq Stock (NDAQ) 0.0 $1.3k 15.00 84.87
Equifax Stock (EFX) 0.0 $1.3k 7.00 180.00
Eqt Corp Stock (EQT) 0.0 $1.2k 19.00 63.63
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $1.2k 10.00 118.60
Martin Marietta Matls Stock (MLM) 0.0 $1.2k 2.00 588.50
Eog Res Stock (EOG) 0.0 $1.2k 8.00 144.62
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.0 $1.2k 25.00 46.20
Samsara Inc Com Cl A Stock (IOT) 0.0 $1.1k 35.00 31.69
Steris Plc Shs Usd Stock (STE) 0.0 $1.1k 5.00 221.20
Access Treasury 0-1 Year Etf Etf (GBIL) 0.0 $1.1k 11.00 100.18
American Wtr Wks Stock (AWK) 0.0 $1.1k 8.00 136.12
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $1.1k 9.00 118.56
Snowflake Stock (SNOW) 0.0 $1.1k 7.00 150.86
Pimco Enhanced Low Duration Active Etf Etf (LDUR) 0.0 $1.1k 11.00 95.82
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $976.999800 14.00 69.79
Old Dominion Freight Line Stock (ODFL) 0.0 $977.000000 5.00 195.40
Spotify Technology S A Stock (SPOT) 0.0 $970.000000 2.00 485.00
Henry Jack & Assoc Stock (JKHY) 0.0 $948.000000 6.00 158.00
Boston Scientific Corp Stock (BSX) 0.0 $940.999500 15.00 62.73
Ishares U.s. Technology Etf Etf (IYW) 0.0 $907.000000 5.00 181.40
Waters Corp Stock (WAT) 0.0 $893.000100 3.00 297.67
Ishares Short Duration High Yield Muni Active Etf Etf (SHYM) 0.0 $881.000000 40.00 22.02
Solstice Advanced Matls Stock (SOLS) 0.0 $837.999800 11.00 76.18
Intercontinental Exchange Stock (ICE) 0.0 $786.000000 5.00 157.20
Illinois Tool Wks Stock (ITW) 0.0 $780.999900 3.00 260.33
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.0 $757.000500 15.00 50.47
State Street Spdr S&p Metals & Mining Etf Etf (XME) 0.0 $756.000000 7.00 108.00
Thomson Reuters Corp Stock (TRI) 0.0 $720.000000 8.00 90.00
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.0 $686.000400 12.00 57.17
Broadridge Finl Solutions Stock (BR) 0.0 $650.000000 4.00 162.50
Waste Connections Stock (WCN) 0.0 $650.000000 4.00 162.50
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $583.000000 20.00 29.15
Abrdn Physical Silver Shares Etf Etf (SIVR) 0.0 $573.000000 8.00 71.62
The Trade Desk Inc Com Cl A Stock (TTD) 0.0 $544.999200 24.00 22.71
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $513.000000 8.00 64.12
Pool Corp Stock (POOL) 0.0 $405.000000 2.00 202.50
Ishares Core International Aggregate Bond Etf Etf (IAGG) 0.0 $300.000000 6.00 50.00
Versant Media Group Inc Com Cl A Stock (VSNT) 0.0 $296.000000 8.00 37.00
Vanguard Mid-cap Etf Etf (VO) 0.0 $287.000000 1.00 287.00
Goldman Sachs Physical Gold Etf Etf (AAAU) 0.0 $277.000200 6.00 46.17
Ishares Gold Trust Etf (IAU) 0.0 $264.000000 3.00 88.00
Vanguard Small-cap Etf Etf (VB) 0.0 $262.000000 1.00 262.00
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $219.000000 1.00 219.00
Gartner Stock (IT) 0.0 $158.000000 1.00 158.00
Ishares Mbs Etf Etf (MBB) 0.0 $95.000000 1.00 95.00