Independent Advisor Alliance

Independent Advisor Alliance as of March 31, 2025

Portfolio Holdings for Independent Advisor Alliance

Independent Advisor Alliance holds 813 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
Apple (AAPL) 7.0 $213M 960k 222.13
NVIDIA Corporation (NVDA) 6.1 $183M 1.7M 108.38
Ameris Ban (ABCB) 4.7 $143M 2.5M 57.57
Microsoft Corporation (MSFT) 4.0 $121M 324k 375.39
Amazon (AMZN) 3.7 $113M 595k 190.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $52M 97k 532.58
Meta Platforms Cl A (META) 1.6 $50M 86k 576.36
JPMorgan Chase & Co. (JPM) 1.5 $46M 185k 245.30
Alphabet Cap Stk Cl A (GOOGL) 1.4 $43M 275k 154.64
Alphabet Cap Stk Cl C (GOOG) 1.4 $42M 266k 156.23
Home Depot (HD) 1.3 $41M 111k 366.49
Exxon Mobil Corporation (XOM) 1.3 $39M 325k 118.93
Eli Lilly & Co. (LLY) 1.2 $37M 44k 825.91
Broadcom (AVGO) 1.1 $34M 205k 167.43
Costco Wholesale Corporation (COST) 1.1 $33M 35k 945.78
Advanced Micro Devices (AMD) 1.0 $30M 292k 102.74
Coca-Cola Company (KO) 1.0 $30M 415k 71.62
Spdr Gold Tr Gold Shs (GLD) 1.0 $30M 103k 288.14
Tesla Motors (TSLA) 1.0 $30M 114k 259.16
Wal-Mart Stores (WMT) 1.0 $29M 334k 87.79
Visa Com Cl A (V) 0.9 $29M 81k 350.46
Netflix (NFLX) 0.8 $25M 27k 932.52
Abbvie (ABBV) 0.8 $24M 116k 209.52
Procter & Gamble Company (PG) 0.8 $24M 138k 170.42
McDonald's Corporation (MCD) 0.7 $21M 66k 312.37
Chevron Corporation (CVX) 0.7 $20M 122k 167.29
UnitedHealth (UNH) 0.6 $18M 34k 523.76
International Business Machines (IBM) 0.6 $18M 71k 248.66
Microstrategy Cl A New (MSTR) 0.6 $17M 58k 288.27
Duke Energy Corp Com New (DUK) 0.5 $17M 135k 121.97
Cintas Corporation (CTAS) 0.5 $16M 79k 205.53
Johnson & Johnson (JNJ) 0.5 $16M 96k 165.84
Pepsi (PEP) 0.5 $16M 106k 149.94
Mastercard Incorporated Cl A (MA) 0.5 $16M 29k 548.11
Caterpillar (CAT) 0.5 $15M 46k 329.80
Waste Management (WM) 0.4 $14M 58k 231.51
Lowe's Companies (LOW) 0.4 $13M 57k 233.23
Philip Morris International (PM) 0.4 $13M 80k 158.73
Truist Financial Corp equities (TFC) 0.4 $13M 309k 41.15
Simon Property (SPG) 0.4 $13M 76k 166.08
Metropcs Communications (TMUS) 0.4 $13M 47k 266.71
salesforce (CRM) 0.4 $12M 44k 268.36
Southern Company (SO) 0.4 $12M 126k 91.95
Mitek Sys Com New (MITK) 0.4 $11M 1.3M 8.25
American Express Company (AXP) 0.4 $11M 40k 269.04
Lockheed Martin Corporation (LMT) 0.3 $11M 24k 446.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $10M 38k 274.84
Parker-Hannifin Corporation (PH) 0.3 $10M 17k 607.87
Chubb (CB) 0.3 $10M 33k 301.99
Amgen (AMGN) 0.3 $9.8M 32k 311.56
Abbott Laboratories (ABT) 0.3 $9.5M 72k 132.65
Bank of America Corporation (BAC) 0.3 $9.5M 227k 41.73
Verizon Communications (VZ) 0.3 $9.5M 209k 45.36
ConocoPhillips (COP) 0.3 $9.3M 89k 105.02
Adobe Systems Incorporated (ADBE) 0.3 $9.2M 24k 383.54
Blackstone Group Inc Com Cl A (BX) 0.3 $9.1M 65k 139.78
Travelers Companies (TRV) 0.3 $9.0M 34k 264.46
Eaton Corp SHS (ETN) 0.3 $9.0M 33k 271.83
Nextera Energy (NEE) 0.3 $9.0M 127k 70.89
Progressive Corporation (PGR) 0.3 $8.7M 31k 283.00
Union Pacific Corporation (UNP) 0.3 $8.4M 36k 236.24
Oracle Corporation (ORCL) 0.3 $8.3M 60k 139.81
At&t (T) 0.3 $8.3M 292k 28.28
Palantir Technologies Cl A (PLTR) 0.3 $8.2M 97k 84.40
Arista Networks Com Shs (ANET) 0.3 $8.1M 105k 77.48
Altria (MO) 0.3 $8.0M 133k 60.02
Linde SHS (LIN) 0.3 $7.9M 17k 465.65
Honeywell International (HON) 0.3 $7.9M 37k 211.75
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $7.8M 119k 65.76
Vistra Energy (VST) 0.3 $7.8M 66k 117.44
First Tr Value Line Divid In SHS (FVD) 0.3 $7.6M 170k 44.59
Accenture Plc Ireland Shs Class A (ACN) 0.2 $7.6M 24k 312.05
Servicenow (NOW) 0.2 $7.6M 9.5k 796.14
Palo Alto Networks (PANW) 0.2 $7.5M 44k 170.64
Qualcomm (QCOM) 0.2 $7.4M 48k 153.61
First Tr Exchange-traded Growth Strength (FTGS) 0.2 $7.1M 238k 29.75
Super Micro Computer Com New (SMCI) 0.2 $7.0M 203k 34.24
Pfizer (PFE) 0.2 $6.7M 264k 25.34
Cisco Systems (CSCO) 0.2 $6.5M 105k 61.71
American Software (LGTY) 0.2 $6.4M 448k 14.26
Fs Kkr Capital Corp (FSK) 0.2 $6.2M 294k 20.95
Citigroup Com New (C) 0.2 $6.1M 86k 70.99
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $6.1M 123k 49.16
Intuitive Surgical Com New (ISRG) 0.2 $6.0M 12k 495.27
General Dynamics Corporation (GD) 0.2 $6.0M 22k 272.58
Walt Disney Company (DIS) 0.2 $6.0M 61k 98.70
Raytheon Technologies Corp (RTX) 0.2 $5.9M 45k 132.46
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $5.9M 318k 18.59
Wells Fargo & Company (WFC) 0.2 $5.9M 82k 71.79
Intuit (INTU) 0.2 $5.9M 9.6k 614.00
Spotify Technology S A SHS (SPOT) 0.2 $5.8M 11k 550.03
Merck & Co (MRK) 0.2 $5.8M 64k 89.76
Ge Aerospace Com New (GE) 0.2 $5.7M 29k 200.15
S&p Global (SPGI) 0.2 $5.7M 11k 508.11
Crowdstrike Hldgs Cl A (CRWD) 0.2 $5.7M 16k 352.58
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $5.7M 57k 98.92
Deere & Company (DE) 0.2 $5.6M 12k 469.33
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $5.6M 7.00 798441.50
Micron Technology (MU) 0.2 $5.4M 62k 86.89
Vertiv Holdings Com Cl A (VRT) 0.2 $5.3M 74k 72.20
Hershey Company (HSY) 0.2 $5.2M 31k 171.03
TJX Companies (TJX) 0.2 $5.2M 43k 121.80
United Rentals (URI) 0.2 $5.2M 8.3k 626.74
Thermo Fisher Scientific (TMO) 0.2 $5.0M 10k 497.63
Morgan Stanley Com New (MS) 0.2 $5.0M 42k 116.67
L3harris Technologies (LHX) 0.2 $4.9M 24k 209.31
Medtronic SHS (MDT) 0.2 $4.9M 55k 89.86
Illinois Tool Works (ITW) 0.2 $4.8M 19k 248.01
Texas Instruments Incorporated (TXN) 0.2 $4.8M 27k 179.70
Texas Pacific Land Corp (TPL) 0.2 $4.7M 3.6k 1325.14
Garmin SHS (GRMN) 0.2 $4.7M 22k 217.13
W.R. Berkley Corporation (WRB) 0.2 $4.6M 65k 71.16
Bristol Myers Squibb (BMY) 0.2 $4.6M 76k 60.99
Enterprise Products Partners (EPD) 0.2 $4.6M 136k 34.14
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $4.6M 28k 166.00
AFLAC Incorporated (AFL) 0.2 $4.6M 41k 111.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $4.5M 9.6k 468.93
EOG Resources (EOG) 0.1 $4.5M 35k 128.24
First Tr Morningstar Divid L SHS (FDL) 0.1 $4.4M 102k 43.44
Ishares Tr Core S&p500 Etf (IVV) 0.1 $4.4M 7.8k 561.92
Enbridge (ENB) 0.1 $4.3M 98k 44.31
United Parcel Service CL B (UPS) 0.1 $4.3M 39k 109.99
Sherwin-Williams Company (SHW) 0.1 $4.3M 12k 349.19
Novo-nordisk A S Adr (NVO) 0.1 $4.3M 62k 69.44
Booking Holdings (BKNG) 0.1 $4.2M 921.00 4609.78
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.1 $4.2M 46k 91.13
Analog Devices (ADI) 0.1 $4.2M 21k 201.67
Brown & Brown (BRO) 0.1 $4.2M 34k 124.40
American Electric Power Company (AEP) 0.1 $4.2M 38k 109.27
PNC Financial Services (PNC) 0.1 $4.2M 24k 175.77
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $4.1M 24k 173.23
Allstate Corporation (ALL) 0.1 $4.1M 20k 207.06
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $4.1M 51k 81.76
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $4.1M 113k 36.41
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $4.1M 24k 170.12
Dominion Resources (D) 0.1 $4.1M 73k 56.07
First Tr Exchange Traded Consumr Staple (FXG) 0.1 $4.1M 62k 65.34
Broadridge Financial Solutions (BR) 0.1 $4.0M 17k 242.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $4.0M 7.2k 559.43
3M Company (MMM) 0.1 $4.0M 27k 146.86
Goldman Sachs (GS) 0.1 $4.0M 7.3k 546.29
Expeditors International of Washington (EXPD) 0.1 $4.0M 33k 120.25
Vanguard Index Fds Value Etf (VTV) 0.1 $4.0M 23k 172.74
Kimberly-Clark Corporation (KMB) 0.1 $3.9M 28k 142.22
Targa Res Corp (TRGP) 0.1 $3.9M 19k 200.47
Descartes Sys Grp (DSGX) 0.1 $3.9M 39k 100.83
O'reilly Automotive (ORLY) 0.1 $3.9M 2.7k 1432.58
Automatic Data Processing (ADP) 0.1 $3.9M 13k 305.54
Gilead Sciences (GILD) 0.1 $3.9M 34k 112.05
Phillips 66 (PSX) 0.1 $3.8M 31k 123.48
Howmet Aerospace (HWM) 0.1 $3.8M 29k 129.73
Verisk Analytics (VRSK) 0.1 $3.7M 13k 297.62
Powell Industries (POWL) 0.1 $3.7M 22k 170.33
Ishares Tr National Mun Etf (MUB) 0.1 $3.7M 35k 105.44
Brighthouse Finl (BHF) 0.1 $3.6M 63k 57.99
Northrop Grumman Corporation (NOC) 0.1 $3.6M 7.0k 512.04
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $3.6M 58k 62.10
Chipotle Mexican Grill (CMG) 0.1 $3.6M 71k 50.21
MPLX Com Unit Rep Ltd (MPLX) 0.1 $3.5M 66k 53.52
Seven Hills Realty Trust (SEVN) 0.1 $3.5M 280k 12.49
Kinder Morgan (KMI) 0.1 $3.5M 123k 28.53
Emerson Electric (EMR) 0.1 $3.5M 32k 109.64
Fortinet (FTNT) 0.1 $3.5M 36k 96.26
Genuine Parts Company (GPC) 0.1 $3.4M 29k 119.14
Blackrock (BLK) 0.1 $3.4M 3.6k 946.38
Target Corporation (TGT) 0.1 $3.4M 33k 104.36
Paypal Holdings (PYPL) 0.1 $3.4M 52k 65.25
Axis Cap Hldgs SHS (AXS) 0.1 $3.3M 33k 100.24
Hldgs (UAL) 0.1 $3.3M 48k 69.05
Applied Materials (AMAT) 0.1 $3.3M 23k 145.12
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $3.2M 55k 59.40
Ishares Tr Mbs Etf (MBB) 0.1 $3.2M 35k 93.78
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.1 $3.2M 66k 47.89
Cava Group Ord (CAVA) 0.1 $3.2M 37k 86.41
Church & Dwight (CHD) 0.1 $3.2M 29k 110.09
Uber Technologies (UBER) 0.1 $3.1M 43k 72.86
Consolidated Edison (ED) 0.1 $3.1M 28k 110.59
Mondelez Intl Cl A (MDLZ) 0.1 $3.1M 46k 67.85
Sprouts Fmrs Mkt (SFM) 0.1 $3.1M 20k 152.64
Guidewire Software (GWRE) 0.1 $3.1M 16k 187.36
Argan (AGX) 0.1 $3.1M 23k 131.17
Stryker Corporation (SYK) 0.1 $3.1M 8.3k 372.28
Charles Schwab Corporation (SCHW) 0.1 $3.1M 39k 78.28
Cloudflare Cl A Com (NET) 0.1 $3.1M 27k 112.69
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $3.0M 122k 25.04
Us Bancorp Del Com New (USB) 0.1 $3.0M 71k 42.22
Lam Research Corp Com New (LRCX) 0.1 $3.0M 41k 72.70
Colgate-Palmolive Company (CL) 0.1 $3.0M 32k 93.70
Dover Corporation (DOV) 0.1 $3.0M 17k 175.68
Boeing Company (BA) 0.1 $3.0M 17k 170.55
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $3.0M 33k 91.03
Texas Roadhouse (TXRH) 0.1 $2.9M 18k 166.63
Asml Holding N V N Y Registry Shs (ASML) 0.1 $2.9M 4.4k 662.68
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $2.9M 176k 16.63
Ishares Silver Tr Ishares (SLV) 0.1 $2.9M 94k 30.99
Starbucks Corporation (SBUX) 0.1 $2.9M 30k 98.09
Hesai Group Sponsored Ads (HSAI) 0.1 $2.9M 195k 14.80
Oaktree Specialty Lending Corp (OCSL) 0.1 $2.9M 187k 15.36
Rli (RLI) 0.1 $2.9M 36k 80.33
Ge Vernova (GEV) 0.1 $2.9M 9.3k 305.29
Vnet Group Sponsored Ads A (VNET) 0.1 $2.8M 347k 8.20
Entergy Corporation (ETR) 0.1 $2.8M 33k 85.49
Fiserv (FI) 0.1 $2.8M 13k 220.83
Quanta Services (PWR) 0.1 $2.8M 11k 254.19
Celestica (CLS) 0.1 $2.8M 35k 78.81
Bwx Technologies (BWXT) 0.1 $2.8M 28k 98.65
Comcast Corp Cl A (CMCSA) 0.1 $2.8M 75k 36.90
Nike CL B (NKE) 0.1 $2.8M 43k 63.48
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $2.7M 54k 50.52
Shopify Cl A (SHOP) 0.1 $2.7M 28k 95.44
Sap Se Spon Adr (SAP) 0.1 $2.7M 10k 268.43
Royal Caribbean Cruises (RCL) 0.1 $2.7M 13k 205.43
Argenx Se Sponsored Adr (ARGX) 0.1 $2.6M 4.5k 591.86
South State Corporation 0.1 $2.6M 28k 92.82
Ubs Group SHS (UBS) 0.1 $2.6M 86k 30.63
Kla Corp Com New (KLAC) 0.1 $2.6M 3.8k 679.81
Rithm Capital Corp Com New (RITM) 0.1 $2.6M 227k 11.45
Cme (CME) 0.1 $2.6M 9.8k 265.29
Ameriprise Financial (AMP) 0.1 $2.6M 5.3k 484.15
Intel Corporation (INTC) 0.1 $2.5M 111k 22.71
Rio Tinto Sponsored Adr (RIO) 0.1 $2.5M 41k 60.08
Wec Energy Group (WEC) 0.1 $2.4M 22k 108.98
IDEX Corporation (IEX) 0.1 $2.4M 13k 180.97
Iron Mountain (IRM) 0.1 $2.4M 28k 86.04
Textron (TXT) 0.1 $2.4M 33k 72.25
T. Rowe Price (TROW) 0.1 $2.4M 26k 91.87
Zimmer Holdings (ZBH) 0.1 $2.3M 21k 113.18
Cardinal Health (CAH) 0.1 $2.3M 17k 137.77
First Community Corporation (FCCO) 0.1 $2.3M 103k 22.56
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $2.3M 59k 39.37
Constellation Energy (CEG) 0.1 $2.3M 11k 201.64
Emcor (EME) 0.1 $2.3M 6.1k 369.63
Kroger (KR) 0.1 $2.3M 33k 67.69
CSX Corporation (CSX) 0.1 $2.3M 77k 29.43
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $2.3M 26k 87.17
Oneok (OKE) 0.1 $2.3M 23k 99.22
General Mills (GIS) 0.1 $2.2M 37k 59.79
Ishares Tr Core Msci Eafe (IEFA) 0.1 $2.2M 30k 75.65
Becton, Dickinson and (BDX) 0.1 $2.2M 9.6k 229.05
V.F. Corporation (VFC) 0.1 $2.2M 141k 15.52
CVS Caremark Corporation (CVS) 0.1 $2.2M 32k 67.75
MetLife (MET) 0.1 $2.2M 27k 80.29
Chesapeake Energy Corp (EXE) 0.1 $2.2M 19k 111.32
FedEx Corporation (FDX) 0.1 $2.1M 8.8k 243.80
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.1 $2.1M 1.1k 1854.12
Dorchester Minerals Com Unit (DMLP) 0.1 $2.1M 70k 30.08
Clorox Company (CLX) 0.1 $2.1M 14k 147.25
Xpo Logistics Inc equity (XPO) 0.1 $2.1M 19k 107.58
Alaska Air (ALK) 0.1 $2.1M 42k 49.22
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.1M 26k 78.94
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.0M 5.6k 361.12
LTC Properties (LTC) 0.1 $2.0M 57k 35.45
Prudential Financial (PRU) 0.1 $2.0M 18k 111.68
Welltower Inc Com reit (WELL) 0.1 $2.0M 13k 153.20
Trane Technologies SHS (TT) 0.1 $2.0M 5.8k 336.91
Roper Industries (ROP) 0.1 $2.0M 3.3k 589.56
Mfa Finl (MFA) 0.1 $1.9M 189k 10.26
Technipfmc (FTI) 0.1 $1.9M 61k 31.69
Republic Services (RSG) 0.1 $1.9M 7.9k 242.17
Cigna Corp (CI) 0.1 $1.9M 5.8k 329.04
Kkr & Co (KKR) 0.1 $1.9M 17k 115.61
Synopsys (SNPS) 0.1 $1.9M 4.4k 428.85
Delta Air Lines Inc Del Com New (DAL) 0.1 $1.9M 43k 43.60
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $1.9M 8.9k 210.94
Prologis (PLD) 0.1 $1.8M 17k 111.79
Marriott Intl Cl A (MAR) 0.1 $1.8M 7.7k 238.21
Antero Res (AR) 0.1 $1.8M 45k 40.44
Archer Daniels Midland Company (ADM) 0.1 $1.8M 38k 48.01
Corning Incorporated (GLW) 0.1 $1.8M 39k 45.78
Adma Biologics (ADMA) 0.1 $1.8M 90k 19.84
Nucor Corporation (NUE) 0.1 $1.8M 15k 120.34
Valero Energy Corporation (VLO) 0.1 $1.8M 13k 132.07
Cummins (CMI) 0.1 $1.8M 5.6k 313.47
The Trade Desk Com Cl A (TTD) 0.1 $1.8M 32k 54.72
Sezzle (SEZL) 0.1 $1.7M 50k 34.89
Capital One Financial (COF) 0.1 $1.7M 9.7k 179.31
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.7M 13k 132.23
Norfolk Southern (NSC) 0.1 $1.7M 7.3k 236.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.7M 30k 58.35
Axon Enterprise (AXON) 0.1 $1.7M 3.3k 525.95
Lexington Realty Trust (LXP) 0.1 $1.7M 197k 8.65
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.7M 29k 58.69
Sea Sponsord Ads (SE) 0.1 $1.7M 13k 130.49
Intercontinental Exchange (ICE) 0.1 $1.7M 9.7k 172.51
Sempra Energy (SRE) 0.1 $1.7M 23k 71.36
Silgan Holdings (SLGN) 0.1 $1.7M 32k 51.12
Rbc Cad (RY) 0.1 $1.6M 15k 112.71
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $1.6M 18k 91.53
Air Products & Chemicals (APD) 0.1 $1.6M 5.5k 294.94
Cincinnati Financial Corporation (CINF) 0.1 $1.6M 11k 147.72
Anthem (ELV) 0.1 $1.5M 3.6k 434.98
MercadoLibre (MELI) 0.1 $1.5M 790.00 1951.88
Cinemark Holdings (CNK) 0.1 $1.5M 62k 24.89
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $1.5M 38k 40.41
Paychex (PAYX) 0.0 $1.5M 9.8k 154.28
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $1.5M 19k 80.37
Two Rds Shared Tr Anfield Us Equ (AESR) 0.0 $1.5M 91k 16.49
Boston Scientific Corporation (BSX) 0.0 $1.5M 15k 100.88
McKesson Corporation (MCK) 0.0 $1.5M 2.2k 672.94
Eastman Chemical Company (EMN) 0.0 $1.5M 17k 88.11
W.W. Grainger (GWW) 0.0 $1.5M 1.5k 987.75
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $1.5M 1.1k 1349.59
Fastenal Company (FAST) 0.0 $1.5M 19k 77.55
Arthur J. Gallagher & Co. (AJG) 0.0 $1.4M 4.2k 345.24
Autodesk (ADSK) 0.0 $1.4M 5.5k 261.82
SYSCO Corporation (SYY) 0.0 $1.4M 19k 75.04
Moody's Corporation (MCO) 0.0 $1.4M 3.0k 465.79
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $1.4M 28k 51.07
American Intl Group Com New (AIG) 0.0 $1.4M 16k 86.94
Chemed Corp Com Stk (CHE) 0.0 $1.4M 2.3k 615.32
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $1.4M 72k 19.53
Huntington Bancshares Incorporated (HBAN) 0.0 $1.4M 94k 15.01
Lennar Corp Cl A (LEN) 0.0 $1.4M 12k 114.78
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $1.4M 70k 20.00
Vital Farms (VITL) 0.0 $1.4M 46k 30.47
Coinbase Global Com Cl A (COIN) 0.0 $1.4M 8.0k 172.23
Cabot Oil & Gas Corporation (CTRA) 0.0 $1.4M 48k 28.90
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $1.4M 13k 104.57
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $1.4M 2.8k 484.82
Hartford Financial Services (HIG) 0.0 $1.4M 11k 123.74
Shell Spon Ads (SHEL) 0.0 $1.4M 19k 73.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $1.4M 49k 27.96
Occidental Petroleum Corporation (OXY) 0.0 $1.3M 27k 49.36
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $1.3M 62k 21.53
Great Southern Ban (GSBC) 0.0 $1.3M 24k 55.37
Vanguard Index Fds Growth Etf (VUG) 0.0 $1.3M 3.5k 370.77
Stride (LRN) 0.0 $1.3M 10k 126.50
PPL Corporation (PPL) 0.0 $1.3M 36k 36.11
Wayside Technology (CLMB) 0.0 $1.3M 12k 110.76
Manulife Finl Corp (MFC) 0.0 $1.3M 41k 31.15
Kraft Heinz (KHC) 0.0 $1.3M 42k 30.43
Cal Maine Foods Com New (CALM) 0.0 $1.2M 14k 90.90
Flexshares Tr Cr Scd Us Bd (SKOR) 0.0 $1.2M 26k 48.33
Ecolab (ECL) 0.0 $1.2M 4.9k 253.50
Marvell Technology (MRVL) 0.0 $1.2M 20k 61.57
Zoetis Cl A (ZTS) 0.0 $1.2M 7.5k 164.65
DTE Energy Company (DTE) 0.0 $1.2M 8.9k 138.28
Dutch Bros Cl A (BROS) 0.0 $1.2M 20k 61.74
Lpl Financial Holdings (LPLA) 0.0 $1.2M 3.7k 327.11
International Paper Company (IP) 0.0 $1.2M 23k 53.35
Kenvue (KVUE) 0.0 $1.2M 50k 23.98
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $1.2M 3.3k 366.54
Yum! Brands (YUM) 0.0 $1.2M 7.6k 157.35
Marsh & McLennan Companies (MMC) 0.0 $1.2M 4.9k 243.98
Nxp Semiconductors N V (NXPI) 0.0 $1.2M 6.2k 190.08
Marathon Petroleum Corp (MPC) 0.0 $1.2M 8.0k 145.69
AutoZone (AZO) 0.0 $1.2M 304.00 3812.81
Realty Income (O) 0.0 $1.2M 20k 58.01
Atmos Energy Corporation (ATO) 0.0 $1.2M 7.5k 154.59
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $1.2M 18k 65.17
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.0 $1.2M 18k 64.16
Take-Two Interactive Software (TTWO) 0.0 $1.2M 5.5k 207.26
First Horizon National Corporation (FHN) 0.0 $1.1M 59k 19.42
Williams Companies (WMB) 0.0 $1.1M 19k 59.76
Black Stone Minerals Com Unit (BSM) 0.0 $1.1M 74k 15.27
Revolve Group Cl A (RVLV) 0.0 $1.1M 52k 21.49
Coca-cola Europacific Partne SHS (CCEP) 0.0 $1.1M 13k 87.03
Danaher Corporation (DHR) 0.0 $1.1M 5.4k 205.01
Intercontinental Hotels Grou Sponsored Ads (IHG) 0.0 $1.1M 10k 109.59
PPG Industries (PPG) 0.0 $1.1M 10k 109.35
Regions Financial Corporation (RF) 0.0 $1.1M 50k 21.73
Power Solutions Intl Com New (PSIX) 0.0 $1.1M 43k 25.28
Jacobs Engineering Group (J) 0.0 $1.1M 9.0k 120.89
Ishares Gold Tr Ishares New (IAU) 0.0 $1.1M 18k 58.96
Hormel Foods Corporation (HRL) 0.0 $1.1M 35k 30.94
NVR (NVR) 0.0 $1.1M 147.00 7244.36
Te Connectivity Ord Shs (TEL) 0.0 $1.1M 7.5k 141.31
Bank of New York Mellon Corporation (BK) 0.0 $1.1M 13k 83.87
Agnico (AEM) 0.0 $1.0M 9.7k 108.41
Ford Motor Company (F) 0.0 $1.0M 105k 10.03
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.0 $1.0M 28k 37.86
Jackson Financial Com Cl A (JXN) 0.0 $1.0M 12k 83.78
Karat Packaging (KRT) 0.0 $1.0M 39k 26.58
American Tower Reit (AMT) 0.0 $1.0M 4.7k 217.62
Electronic Arts (EA) 0.0 $1.0M 7.0k 144.52
BP Sponsored Adr (BP) 0.0 $1.0M 30k 33.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $993k 22k 45.26
Hubspot (HUBS) 0.0 $970k 1.7k 571.28
Digital Realty Trust (DLR) 0.0 $965k 6.7k 143.28
Exelon Corporation (EXC) 0.0 $963k 21k 46.08
On Hldg Namen Akt A (ONON) 0.0 $951k 22k 43.92
General Motors Company (GM) 0.0 $943k 20k 47.03
D.R. Horton (DHI) 0.0 $931k 7.3k 127.13
Pulte (PHM) 0.0 $927k 9.0k 102.81
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $921k 23k 40.96
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $921k 16k 57.14
FirstEnergy (FE) 0.0 $920k 23k 40.42
Tractor Supply Company (TSCO) 0.0 $911k 17k 55.10
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $907k 9.5k 95.37
Interface (TILE) 0.0 $906k 46k 19.84
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $903k 13k 70.40
Hca Holdings (HCA) 0.0 $902k 2.6k 345.49
Mccormick & Co Com Non Vtg (MKC) 0.0 $892k 11k 82.31
IDEXX Laboratories (IDXX) 0.0 $887k 2.1k 419.95
Atlassian Corporation Cl A (TEAM) 0.0 $886k 4.2k 212.24
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $880k 17k 51.18
Public Service Enterprise (PEG) 0.0 $872k 11k 82.30
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $866k 35k 24.86
Bank Of Montreal Cadcom (BMO) 0.0 $860k 9.0k 95.51
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $858k 21k 40.76
Lululemon Athletica (LULU) 0.0 $855k 3.0k 283.12
Core Natural Resources Com Shs (CNR) 0.0 $846k 11k 77.10
Affirm Hldgs Com Cl A (AFRM) 0.0 $844k 19k 45.19
Johnson Ctls Intl SHS (JCI) 0.0 $830k 10k 80.11
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $825k 16k 52.52
Sun Life Financial (SLF) 0.0 $822k 14k 57.26
British Amern Tob Sponsored Adr (BTI) 0.0 $818k 20k 41.37
Devon Energy Corporation (DVN) 0.0 $818k 22k 37.40
Airbnb Com Cl A (ABNB) 0.0 $814k 6.8k 119.46
Stepstone Group Com Cl A (STEP) 0.0 $813k 16k 52.23
Cadence Design Systems (CDNS) 0.0 $813k 3.2k 254.33
Onemain Holdings (OMF) 0.0 $806k 17k 48.88
Lincoln National Corporation (LNC) 0.0 $801k 22k 35.91
Hilton Worldwide Holdings (HLT) 0.0 $798k 3.5k 227.52
Domino's Pizza (DPZ) 0.0 $793k 1.7k 459.39
Central Garden & Pet (CENT) 0.0 $792k 22k 36.66
Greenlight Capital Re Class A (GLRE) 0.0 $787k 58k 13.55
Motorola Solutions Com New (MSI) 0.0 $773k 1.8k 438.58
Franklin Resources (BEN) 0.0 $768k 40k 19.25
OceanFirst Financial (OCFC) 0.0 $766k 45k 17.01
Synchrony Financial (SYF) 0.0 $763k 14k 52.94
Quest Diagnostics Incorporated (DGX) 0.0 $761k 4.5k 169.19
Block Cl A (XYZ) 0.0 $756k 14k 54.33
Gxo Logistics Incorporated Common Stock (GXO) 0.0 $756k 19k 39.08
Crane Company Common Stock (CR) 0.0 $754k 4.9k 153.18
Xcel Energy (XEL) 0.0 $752k 11k 70.79
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $751k 16k 46.31
Freeport-mcmoran CL B (FCX) 0.0 $745k 20k 37.86
Schlumberger Com Stk (SLB) 0.0 $741k 18k 41.80
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $741k 19k 39.69
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $733k 11k 69.74
Totalenergies Se Sponsored Ads (TTE) 0.0 $733k 11k 64.69
Snowflake Cl A (SNOW) 0.0 $730k 5.0k 146.17
Steel Dynamics (STLD) 0.0 $729k 5.8k 125.07
Carrier Global Corporation (CARR) 0.0 $728k 12k 63.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $728k 15k 49.62
Dupont De Nemours (DD) 0.0 $728k 9.7k 74.68
Ryder System (R) 0.0 $721k 5.0k 143.81
Annaly Capital Management In Com New (NLY) 0.0 $721k 36k 20.31
Two Rds Shared Tr Regents Pk Hdgd (RPHS) 0.0 $717k 74k 9.75
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $713k 14k 51.08
Saba Capital Income & Opport Com New (SABA) 0.0 $706k 81k 8.70
Evergy (EVRG) 0.0 $705k 10k 68.95
Burlington Stores (BURL) 0.0 $704k 3.0k 238.33
Ross Stores (ROST) 0.0 $703k 5.5k 127.78
Ingersoll Rand (IR) 0.0 $698k 8.7k 80.03
Newmont Mining Corporation (NEM) 0.0 $695k 14k 48.28
Enstar Group SHS (ESGR) 0.0 $693k 2.1k 332.38
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.0 $693k 31k 22.05
Alliant Energy Corporation (LNT) 0.0 $684k 11k 64.35
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $680k 8.4k 80.71
Eversource Energy (ES) 0.0 $677k 11k 62.11
Corteva (CTVA) 0.0 $674k 11k 62.93
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.0 $673k 24k 28.58
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $666k 34k 19.78
Franco-Nevada Corporation (FNV) 0.0 $660k 4.2k 157.58
Draftkings Com Cl A (DKNG) 0.0 $660k 20k 33.21
Old Dominion Freight Line (ODFL) 0.0 $656k 4.0k 165.46
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $655k 5.4k 122.01
Arch Cap Group Ord (ACGL) 0.0 $652k 6.8k 96.18
Advanced Drain Sys Inc Del (WMS) 0.0 $652k 6.0k 108.66
Smucker J M Com New (SJM) 0.0 $651k 5.5k 118.42
Wp Carey (WPC) 0.0 $650k 10k 63.11
Albemarle Corporation (ALB) 0.0 $647k 9.0k 72.02
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $646k 20k 31.96
Ventas (VTR) 0.0 $646k 9.4k 68.76
Datadog Cl A Com (DDOG) 0.0 $642k 6.5k 99.20
Churchill Downs (CHDN) 0.0 $641k 5.8k 111.07
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $638k 15k 43.64
Dow (DOW) 0.0 $631k 18k 34.92
GSK Sponsored Adr (GSK) 0.0 $629k 16k 38.74
Xylem (XYL) 0.0 $626k 5.2k 119.46
Stanley Black & Decker (SWK) 0.0 $626k 8.1k 76.88
Fidelity National Information Services (FIS) 0.0 $625k 8.4k 74.68
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $622k 12k 51.94
Universal Technical Institute (UTI) 0.0 $619k 24k 25.68
Southern Missouri Ban (SMBC) 0.0 $617k 12k 52.02
Global X Fds Russell 2000 (RYLD) 0.0 $616k 41k 15.10
Crown Castle Intl (CCI) 0.0 $614k 5.9k 104.23
Kellogg Company (K) 0.0 $605k 7.3k 82.49
Regeneron Pharmaceuticals (REGN) 0.0 $603k 950.00 634.40
Fifth Third Ban (FITB) 0.0 $598k 15k 39.20
Toyota Motor Corp Ads (TM) 0.0 $597k 3.4k 176.54
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $595k 2.3k 258.62
Cheniere Energy Com New (LNG) 0.0 $592k 2.6k 231.40
Labcorp Holdings Com Shs (LH) 0.0 $592k 2.5k 232.79
Humana (HUM) 0.0 $591k 2.2k 264.66
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $589k 27k 22.08
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $589k 1.8k 334.54
Roblox Corp Cl A (RBLX) 0.0 $587k 10k 58.29
FactSet Research Systems (FDS) 0.0 $587k 1.3k 454.74
Nordson Corporation (NDSN) 0.0 $586k 2.9k 201.70
MGE Energy (MGEE) 0.0 $585k 6.3k 92.96
Pentair SHS (PNR) 0.0 $581k 6.6k 87.48
Tyson Foods Cl A (TSN) 0.0 $581k 9.1k 63.81
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.0 $578k 5.9k 97.82
Phibro Animal Health Corp Cl A Com (PAHC) 0.0 $577k 27k 21.36
Brown Forman Corp CL B (BF.B) 0.0 $576k 17k 33.94
Workday Cl A (WDAY) 0.0 $570k 2.4k 233.53
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $564k 3.0k 188.16
Aon Shs Cl A (AON) 0.0 $559k 1.4k 399.09
Okta Cl A (OKTA) 0.0 $556k 5.3k 105.23
A. O. Smith Corporation (AOS) 0.0 $556k 8.5k 65.36
American Centy Etf Tr Diversifid Crp (KORP) 0.0 $549k 12k 46.74
Ishares Tr Global Tech Etf (IXN) 0.0 $539k 7.1k 75.74
Public Storage (PSA) 0.0 $538k 1.8k 299.29
West Pharmaceutical Services (WST) 0.0 $537k 2.4k 223.84
Amcor Ord (AMCR) 0.0 $536k 55k 9.70
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $531k 5.7k 92.79
Equinor Asa Sponsored Adr (EQNR) 0.0 $531k 20k 26.45
Ego (EGO) 0.0 $526k 31k 16.82
Applovin Corp Com Cl A (APP) 0.0 $518k 2.0k 264.97
Fair Isaac Corporation (FICO) 0.0 $518k 281.00 1844.16
Two Rds Shared Tr Anfield Dynamic (ADFI) 0.0 $517k 61k 8.51
Otis Worldwide Corp (OTIS) 0.0 $512k 5.0k 103.21
Darden Restaurants (DRI) 0.0 $511k 2.5k 207.77
Crown Holdings (CCK) 0.0 $509k 5.7k 89.26
Vanguard World Inf Tech Etf (VGT) 0.0 $506k 932.00 542.38
Novartis Sponsored Adr (NVS) 0.0 $505k 4.5k 111.48
AmerisourceBergen (COR) 0.0 $505k 1.8k 278.15
Parsons Corporation (PSN) 0.0 $505k 8.5k 59.21
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $505k 10k 48.82
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $504k 2.6k 194.01
Paymentus Holdings Com Cl A (PAY) 0.0 $504k 19k 26.10
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $504k 9.6k 52.41
C H Robinson Worldwide Com New (CHRW) 0.0 $503k 4.9k 102.40
Viatris (VTRS) 0.0 $501k 58k 8.71
Microchip Technology (MCHP) 0.0 $498k 10k 48.41
Veeva Sys Cl A Com (VEEV) 0.0 $496k 2.1k 231.63
Appfolio Com Cl A (APPF) 0.0 $493k 2.2k 219.90
Essex Property Trust (ESS) 0.0 $492k 1.6k 306.58
Apollo Global Mgmt (APO) 0.0 $489k 3.6k 136.94
Dell Technologies CL C (DELL) 0.0 $488k 5.4k 91.14
Ishares Tr Msci Eafe Etf (EFA) 0.0 $484k 5.9k 81.73
Equinix (EQIX) 0.0 $478k 586.00 815.86
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $473k 8.1k 58.06
Expedia Group Com New (EXPE) 0.0 $472k 2.8k 168.13
Amphenol Corp Cl A (APH) 0.0 $471k 7.2k 65.59
Vulcan Materials Company (VMC) 0.0 $466k 2.0k 233.30
Copart (CPRT) 0.0 $466k 8.2k 56.59
Ishares Tr Broad Usd High (USHY) 0.0 $465k 13k 36.81
Global Payments (GPN) 0.0 $463k 4.7k 97.93
Unilever Spon Adr New (UL) 0.0 $463k 7.8k 59.55
EQT Corporation (EQT) 0.0 $462k 8.6k 53.43
Landbridge Company Cl A (LB) 0.0 $460k 6.4k 71.94
BorgWarner (BWA) 0.0 $460k 16k 28.65
Kinsale Cap Group (KNSL) 0.0 $458k 942.00 486.65
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $458k 7.2k 63.53
Canadian Pacific Kansas City (CP) 0.0 $456k 6.5k 70.20
Dt Midstream Common Stock (DTM) 0.0 $455k 4.7k 96.49
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $450k 2.3k 197.50
Erie Indty Cl A (ERIE) 0.0 $449k 1.1k 418.95
Walgreen Boots Alliance 0.0 $447k 40k 11.17
Paccar (PCAR) 0.0 $446k 4.6k 97.38
Gartner (IT) 0.0 $446k 1.1k 419.54
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $440k 4.1k 108.69
Southwest Airlines (LUV) 0.0 $438k 13k 33.58
St. Joe Company (JOE) 0.0 $438k 9.3k 46.95
Phillips Edison & Co Common Stock (PECO) 0.0 $437k 12k 36.49
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.0 $436k 17k 26.34
Everest Re Group (EG) 0.0 $436k 1.2k 363.41
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $434k 15k 28.86
Equifax (EFX) 0.0 $434k 1.8k 243.56
Fluor Corporation (FLR) 0.0 $433k 12k 35.82
Servisfirst Bancshares (SFBS) 0.0 $430k 5.2k 82.60
Docusign (DOCU) 0.0 $429k 5.3k 81.40
Essential Utils (WTRG) 0.0 $427k 11k 39.53
Doordash Cl A (DASH) 0.0 $426k 2.3k 182.77
Vici Pptys (VICI) 0.0 $426k 13k 32.62
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $425k 16k 26.20
Jabil Circuit (JBL) 0.0 $424k 3.1k 136.07
Principal Financial (PFG) 0.0 $422k 5.0k 84.37
Ametek (AME) 0.0 $419k 2.4k 172.14
Zscaler Incorporated (ZS) 0.0 $417k 2.1k 198.46
Robinhood Mkts Com Cl A (HOOD) 0.0 $408k 9.8k 41.62
Diamondback Energy (FANG) 0.0 $408k 2.6k 159.86
CBOE Holdings (CBOE) 0.0 $406k 1.8k 226.27
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $406k 3.7k 110.18
Live Nation Entertainment (LYV) 0.0 $402k 3.1k 130.58
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.0 $402k 8.0k 50.12
Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $401k 7.8k 51.13
Anavex Life Sciences Corp Com New (AVXL) 0.0 $399k 47k 8.58
Bhp Group Sponsored Ads (BHP) 0.0 $393k 8.1k 48.54
TransDigm Group Incorporated (TDG) 0.0 $392k 283.00 1383.28
Pure Storage Cl A (PSTG) 0.0 $390k 8.8k 44.27
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $385k 4.6k 83.00
Novanta (NOVT) 0.0 $383k 3.0k 127.88
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $380k 4.2k 90.68
Invesco Db Multi-sector Comm Oil Fd (DBO) 0.0 $380k 27k 14.33
Vanguard Index Fds Small Cp Etf (VB) 0.0 $379k 1.7k 221.72
Fidelity National Financial Fnf Group Com (FNF) 0.0 $379k 5.8k 65.08
Camping World Hldgs Cl A (CWH) 0.0 $378k 23k 16.16
Mid-America Apartment (MAA) 0.0 $376k 2.2k 167.56
Reliance Steel & Aluminum (RS) 0.0 $375k 1.3k 289.06
Constellation Brands Cl A (STZ) 0.0 $374k 2.0k 183.52
Dollar General (DG) 0.0 $373k 4.2k 87.92
Edwards Lifesciences (EW) 0.0 $372k 5.1k 72.48
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $370k 2.7k 135.67
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $370k 4.8k 77.05
Select Sector Spdr Tr Financial (XLF) 0.0 $369k 7.4k 49.81
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.0 $365k 1.9k 194.72
Ishares Core Msci Emkt (IEMG) 0.0 $363k 6.7k 53.97
M&T Bank Corporation (MTB) 0.0 $363k 2.0k 178.73
Astrazeneca Sponsored Adr (AZN) 0.0 $362k 4.9k 73.50
Murphy Oil Corporation (MUR) 0.0 $362k 13k 28.40
First Ban (FBNC) 0.0 $360k 9.0k 40.14
Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $359k 12k 29.69
American Financial (AFG) 0.0 $358k 2.7k 131.34
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $357k 5.6k 64.20
Ameren Corporation (AEE) 0.0 $356k 3.5k 100.42
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $356k 12k 29.24
Celsius Hldgs Com New (CELH) 0.0 $354k 9.9k 35.62
Carpenter Technology Corporation (CRS) 0.0 $353k 1.9k 181.19
Global X Fds S&p 500 Covered (XYLD) 0.0 $350k 8.9k 39.49
Barclays Adr (BCS) 0.0 $349k 23k 15.36
Martin Marietta Materials (MLM) 0.0 $348k 729.00 477.78
Nasdaq Omx (NDAQ) 0.0 $347k 4.6k 75.87
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $346k 11k 30.73
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.0 $343k 13k 27.26
Carvana Cl A (CVNA) 0.0 $343k 1.6k 209.08
Ansys (ANSS) 0.0 $343k 1.1k 316.56
Otter Tail Corporation (OTTR) 0.0 $340k 4.2k 80.37
Discover Financial Services 0.0 $340k 2.0k 170.69
Check Point Software Tech Lt Ord (CHKP) 0.0 $340k 1.5k 227.92
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $339k 13k 26.58
Insulet Corporation (PODD) 0.0 $339k 1.3k 262.61
Hess (HES) 0.0 $338k 2.1k 159.73
Stereotaxis Com New (STXS) 0.0 $337k 192k 1.76
Cognizant Technology Solutio Cl A (CTSH) 0.0 $334k 4.4k 76.61
Spdr Ser Tr Bloomberg Enhncd (CERY) 0.0 $333k 12k 27.71
Pinterest Cl A (PINS) 0.0 $332k 11k 31.00
Itt (ITT) 0.0 $331k 2.6k 129.16
Ishares Tr Core Intl Aggr (IAGG) 0.0 $330k 6.6k 49.99
Ionq Inc Pipe (IONQ) 0.0 $330k 15k 22.07
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.0 $329k 4.1k 79.45
Ishares Tr Us Sml Cap Eqt (SMLF) 0.0 $325k 5.2k 62.16
Monolithic Power Systems (MPWR) 0.0 $324k 558.00 579.98
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $323k 4.0k 81.67
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $323k 2.7k 117.49
CoStar (CSGP) 0.0 $322k 4.1k 79.23
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $321k 265.00 1212.50
Sonoco Products Company (SON) 0.0 $321k 6.8k 47.24
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $320k 8.4k 38.31
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $319k 6.3k 50.83
Centene Corporation (CNC) 0.0 $318k 5.2k 60.71
Iqvia Holdings (IQV) 0.0 $318k 1.8k 176.30
Edison International (EIX) 0.0 $317k 5.4k 58.93
Canadian Natural Resources (CNQ) 0.0 $316k 10k 30.80
Fortune Brands (FBIN) 0.0 $314k 5.2k 60.88
Sofi Technologies (SOFI) 0.0 $312k 27k 11.63
RPM International (RPM) 0.0 $311k 2.7k 115.68
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $307k 3.6k 84.95
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $307k 3.9k 78.39
Sony Group Corp Sponsored Adr (SONY) 0.0 $307k 12k 25.39
Medpace Hldgs (MEDP) 0.0 $305k 1.0k 304.69
eBay (EBAY) 0.0 $304k 4.5k 67.74
HSBC HLDGS Spon Adr New (HSBC) 0.0 $301k 5.2k 57.43
Extra Space Storage (EXR) 0.0 $301k 2.0k 148.48
Wingstop (WING) 0.0 $300k 1.3k 225.58
Flowers Foods (FLO) 0.0 $296k 16k 19.01
Delek Logistics Partners Com Unt Rp Int (DKL) 0.0 $296k 6.8k 43.26
CF Industries Holdings (CF) 0.0 $295k 3.8k 78.15
Curtiss-Wright (CW) 0.0 $289k 911.00 317.29
Markel Corporation (MKL) 0.0 $288k 153.00 1879.74
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $286k 10k 27.39
Monster Beverage Corp (MNST) 0.0 $285k 4.9k 58.52
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $284k 1.1k 253.86
Boston Properties (BXP) 0.0 $283k 4.2k 67.19
Cbre Group Cl A (CBRE) 0.0 $282k 2.2k 130.78
American Water Works (AWK) 0.0 $282k 1.9k 147.56
Twilio Cl A (TWLO) 0.0 $277k 2.8k 97.94
Agnc Invt Corp Com reit (AGNC) 0.0 $277k 29k 9.58
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $276k 1.7k 165.61
Teledyne Technologies Incorporated (TDY) 0.0 $276k 555.00 497.86
Lancaster Colony (MZTI) 0.0 $275k 1.6k 174.98
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $275k 72k 3.82
Biogen Idec (BIIB) 0.0 $275k 2.0k 136.79
Baidu Spon Adr Rep A (BIDU) 0.0 $273k 3.0k 92.05
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.0 $272k 6.0k 45.07
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $272k 9.2k 29.69
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $272k 9.3k 29.28
Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) 0.0 $271k 21k 13.04
Crane Holdings (CXT) 0.0 $271k 5.3k 51.40
Agilent Technologies Inc C ommon (A) 0.0 $271k 2.3k 116.84
Crispr Therapeutics Namen Akt (CRSP) 0.0 $271k 7.9k 34.03
Msci (MSCI) 0.0 $270k 477.00 565.62
Ishares Tr Gbl Comm Svc Etf (IXP) 0.0 $269k 2.8k 97.02
Watsco, Incorporated (WSO) 0.0 $268k 528.00 507.84
Blackstone Secd Lending Common Stock (BXSL) 0.0 $266k 8.2k 32.36
Spx Corp (SPXC) 0.0 $264k 2.1k 128.78
Trex Company (TREX) 0.0 $262k 4.5k 58.10
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $262k 2.9k 89.63
Dollar Tree (DLTR) 0.0 $261k 3.5k 75.06
Masco Corporation (MAS) 0.0 $259k 3.7k 69.54
Builders FirstSource (BLDR) 0.0 $258k 2.1k 124.94
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $257k 2.0k 128.94
Allete Com New (ALE) 0.0 $257k 3.9k 65.70
Ishares Tr High Yld Systm B (HYDB) 0.0 $257k 5.4k 47.09
Knife River Corp Common Stock (KNF) 0.0 $254k 2.8k 90.21
Lamar Advertising Cl A (LAMR) 0.0 $254k 2.2k 113.77
Packaging Corporation of America (PKG) 0.0 $253k 1.3k 198.07
Skechers U S A Cl A 0.0 $252k 4.4k 56.78
Zim Integrated Shipping Serv SHS (ZIM) 0.0 $252k 17k 14.59
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $251k 7.0k 36.14
Lennox International (LII) 0.0 $250k 446.00 560.83
Haleon Spon Ads (HLN) 0.0 $250k 24k 10.29
Upstart Hldgs (UPST) 0.0 $250k 5.4k 46.03
Aercap Holdings Nv SHS (AER) 0.0 $250k 2.4k 102.17
ConAgra Foods (CAG) 0.0 $249k 9.3k 26.67
Walker & Dunlop (WD) 0.0 $247k 2.9k 85.35
D-wave Quantum (QBTS) 0.0 $247k 33k 7.60
Stag Industrial (STAG) 0.0 $246k 6.8k 36.12
MGM Resorts International. (MGM) 0.0 $246k 8.3k 29.64
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $246k 4.0k 60.89
Arm Holdings Sponsored Ads (ARM) 0.0 $244k 2.3k 106.79
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.0 $243k 11k 22.25
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $243k 11k 22.42
Toll Brothers (TOL) 0.0 $242k 2.3k 105.59
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $242k 11k 22.94
Hp (HPQ) 0.0 $242k 8.7k 27.69
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $241k 11k 22.98
Ishares Msci Gbl Min Vol (ACWV) 0.0 $240k 2.1k 116.37
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $240k 4.6k 52.37
Alcon Ord Shs (ALC) 0.0 $240k 2.5k 94.93
Ishares Tr Russell 2000 Etf (IWM) 0.0 $239k 1.2k 199.49
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $237k 3.0k 79.86
Dex (DXCM) 0.0 $236k 3.5k 68.28
Sanofi Sponsored Adr (SNY) 0.0 $235k 4.2k 55.46
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $233k 9.9k 23.61
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.0 $233k 3.7k 62.75
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $232k 10k 22.50
Murphy Usa (MUSA) 0.0 $230k 489.00 469.81
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $229k 9.4k 24.34
Mr Cooper Group 0.0 $229k 1.9k 119.60
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $228k 8.4k 27.28
Zillow Group Cl C Cap Stk (Z) 0.0 $228k 3.3k 68.56
Baker Hughes Company Cl A (BKR) 0.0 $227k 5.2k 43.95
Ferrari Nv Ord (RACE) 0.0 $225k 525.00 427.89
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $224k 6.1k 36.49
Wabtec Corporation (WAB) 0.0 $223k 1.2k 181.23
Repositrak Com New (TRAK) 0.0 $222k 11k 20.27
Waste Connections (WCN) 0.0 $220k 1.1k 195.19
Sl Green Realty Corp (SLG) 0.0 $220k 3.8k 57.70
Ast Spacemobile Com Cl A (ASTS) 0.0 $219k 9.6k 22.74
Timken Company (TKR) 0.0 $217k 3.0k 71.88
Mongodb Cl A (MDB) 0.0 $217k 1.2k 175.35
Loews Corporation (L) 0.0 $216k 2.4k 91.91
Nrg Energy Com New (NRG) 0.0 $216k 2.3k 95.45
Omni (OMC) 0.0 $216k 2.6k 82.91
Ceragon Networks Ord (CRNT) 0.0 $216k 92k 2.35
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $215k 9.2k 23.43
Mueller Industries (MLI) 0.0 $215k 2.8k 76.15
NBT Ban (NBTB) 0.0 $215k 5.0k 42.90
Zoom Communications Cl A (ZM) 0.0 $214k 2.9k 73.76
Charter Communications Inc N Cl A (CHTR) 0.0 $213k 582.00 366.73
Doximity Cl A (DOCS) 0.0 $213k 3.7k 58.04
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $213k 1.4k 150.98
Equitable Holdings (EQH) 0.0 $212k 4.1k 52.09
Hewlett Packard Enterprise (HPE) 0.0 $211k 14k 15.43
Avery Dennison Corporation (AVY) 0.0 $209k 1.2k 177.97
Molson Coors Beverage CL B (TAP) 0.0 $209k 3.4k 60.86
Warner Bros Discovery Com Ser A (WBD) 0.0 $206k 19k 10.73
Tapestry (TPR) 0.0 $204k 2.9k 70.41
State Street Corporation (STT) 0.0 $201k 2.2k 89.53
Dick's Sporting Goods (DKS) 0.0 $201k 997.00 201.56
Owens Corning (OC) 0.0 $201k 1.4k 142.82
Allegion Ord Shs (ALLE) 0.0 $200k 1.5k 130.46
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $200k 1.7k 116.36
MDU Resources (MDU) 0.0 $192k 11k 16.91
Absci Corp (ABSI) 0.0 $173k 69k 2.51
Soundhound Ai Class A Com (SOUN) 0.0 $171k 21k 8.12
Invesco SHS (IVZ) 0.0 $170k 11k 15.17
Grayscale Ethereum Trust Etf SHS (ETHE) 0.0 $166k 11k 15.22
Snap Cl A (SNAP) 0.0 $165k 19k 8.71
Wendy's/arby's Group (WEN) 0.0 $161k 11k 14.63
Nexxen Intl Shs New (NEXN) 0.0 $160k 19k 8.35
PIMCO Corporate Opportunity Fund (PTY) 0.0 $153k 11k 14.46
Rivian Automotive Com Cl A (RIVN) 0.0 $146k 12k 12.45
American Airls (AAL) 0.0 $143k 14k 10.55
Rigetti Computing Common Stock (RGTI) 0.0 $141k 18k 7.92
Joby Aviation Common Stock (JOBY) 0.0 $137k 23k 6.02
Alarum Technologies Sponsord Ads New (ALAR) 0.0 $131k 21k 6.25
Cnh Indl N V SHS (CNH) 0.0 $129k 11k 12.28
Uipath Cl A (PATH) 0.0 $119k 12k 10.30
Nu Hldgs Ord Shs Cl A (NU) 0.0 $110k 11k 10.24
Wolfspeed 0.0 $106k 35k 3.06
Tmc The Metals Company (TMC) 0.0 $99k 58k 1.72
Compass Cl A (COMP) 0.0 $97k 11k 8.73
PetMed Express (PETS) 0.0 $93k 22k 4.19
Quad / Graphics Com Cl A (QUAD) 0.0 $90k 16k 5.45
Lumen Technologies (LUMN) 0.0 $83k 21k 3.92
Nokia Corp Sponsored Adr (NOK) 0.0 $76k 15k 5.27
Bitfarms (BITF) 0.0 $74k 94k 0.79
Bigbear Ai Hldgs (BBAI) 0.0 $63k 22k 2.86
Uwm Holdings Corporation Com Cl A (UWMC) 0.0 $58k 11k 5.46
Opendoor Technologies (OPEN) 0.0 $54k 53k 1.02
Martin Midstream Prtnrs Unit L P Int (MMLP) 0.0 $53k 15k 3.60
Energy Fuels Com New (UUUU) 0.0 $43k 12k 3.73
Lucid Group 0.0 $41k 17k 2.42
Compass Therapeutics (CMPX) 0.0 $35k 19k 1.90
Forian Ord (FORA) 0.0 $30k 15k 2.00
Olaplex Hldgs (OLPX) 0.0 $19k 15k 1.27
Kulr Technology Group 0.0 $18k 14k 1.32
Humacyte (HUMA) 0.0 $18k 11k 1.71
Esperion Therapeutics (ESPR) 0.0 $16k 11k 1.44
Ammo (POWW) 0.0 $15k 11k 1.38
Standard Lithium Corp equities (SLI) 0.0 $15k 11k 1.27
Plug Power Com New (PLUG) 0.0 $14k 11k 1.35
Pmv Pharmaceuticals (PMVP) 0.0 $14k 13k 1.09
Faraday Future Intlgt Elec I Com New Cl A (FFAI) 0.0 $12k 11k 1.13
Cardiol Therapeutics Com Cl A (CRDL) 0.0 $9.7k 10k 0.97
Tilray (TLRY) 0.0 $7.1k 11k 0.66
Inuvo Com New 0.0 $3.6k 10k 0.35