Ingalls & Snyder as of June 30, 2025
Portfolio Holdings for Ingalls & Snyder
Ingalls & Snyder holds 446 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Corcept Therapeutics Incorporated (CORT) | 20.1 | $567M | 7.7M | 73.40 | |
| Microsoft Corporation (MSFT) | 3.6 | $102M | 205k | 497.41 | |
| Williams Companies (WMB) | 3.2 | $89M | 1.4M | 62.81 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.1 | $86M | 177k | 485.77 | |
| Exxon Mobil Corporation (XOM) | 3.0 | $84M | 778k | 107.80 | |
| Canadian Nat Res Call Call Option (CNQ) | 2.9 | $82M | 2.6M | 31.36 | |
| Apple (AAPL) | 2.7 | $75M | 365k | 205.17 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $61M | 210k | 289.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $55M | 314k | 176.23 | |
| Pan American Silver Corp Can (PAAS) | 1.8 | $51M | 1.8M | 28.40 | |
| Amazon (AMZN) | 1.6 | $44M | 202k | 219.39 | |
| NVIDIA Corporation (NVDA) | 1.3 | $38M | 239k | 157.99 | |
| Procter & Gamble Company (PG) | 1.3 | $37M | 232k | 159.32 | |
| Meta Platforms Cl A (META) | 1.2 | $34M | 47k | 738.10 | |
| Abbott Laboratories (ABT) | 1.2 | $34M | 250k | 136.01 | |
| Range Resources (RRC) | 1.1 | $32M | 794k | 40.67 | |
| Deere & Company (DE) | 1.1 | $32M | 62k | 508.50 | |
| Roper Industries (ROP) | 1.1 | $30M | 53k | 566.85 | |
| Metropcs Communications (TMUS) | 1.0 | $29M | 122k | 238.26 | |
| Home Depot (HD) | 1.0 | $29M | 79k | 366.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $29M | 162k | 177.39 | |
| Abbvie (ABBV) | 0.9 | $25M | 137k | 185.62 | |
| Raytheon Technologies Corp (RTX) | 0.9 | $25M | 170k | 146.02 | |
| Citigroup Com New (C) | 0.9 | $25M | 288k | 85.12 | |
| Expedia Group Com New (EXPE) | 0.9 | $24M | 142k | 168.68 | |
| Globe Life (GL) | 0.7 | $21M | 165k | 124.29 | |
| Chubb (CB) | 0.7 | $20M | 70k | 289.73 | |
| Hexcel Corporation (HXL) | 0.7 | $20M | 353k | 56.49 | |
| Merck & Co (MRK) | 0.7 | $18M | 232k | 79.16 | |
| Pfizer (PFE) | 0.6 | $18M | 755k | 24.24 | |
| Unilever Spon Adr New (UL) | 0.6 | $18M | 299k | 61.17 | |
| Teck Resources CL B (TECK) | 0.6 | $17M | 425k | 40.38 | |
| Stratus Pptys Com New (STRS) | 0.6 | $17M | 900k | 18.88 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.6 | $16M | 262k | 61.39 | |
| Novartis Sponsored Adr (NVS) | 0.6 | $16M | 132k | 121.01 | |
| Moody's Corporation (MCO) | 0.5 | $15M | 30k | 501.58 | |
| Copart (CPRT) | 0.5 | $15M | 305k | 49.07 | |
| Mondelez Intl Cl A (MDLZ) | 0.5 | $15M | 215k | 67.44 | |
| Uber Technologies Call Call Option (UBER) | 0.5 | $14M | 154k | 93.33 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $14M | 24k | 568.05 | |
| Kenvue (KVUE) | 0.5 | $13M | 623k | 20.93 | |
| Credit Acceptance (CACC) | 0.5 | $13M | 26k | 509.43 | |
| Johnson & Johnson (JNJ) | 0.5 | $13M | 85k | 152.75 | |
| Broadcom (AVGO) | 0.4 | $13M | 46k | 275.64 | |
| Goldman Sachs (GS) | 0.4 | $13M | 18k | 707.77 | |
| Freeport-mcmoran Call Call Option (FCX) | 0.4 | $12M | 280k | 43.33 | |
| Omeros Corporation (OMER) | 0.4 | $12M | 4.0M | 3.00 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $12M | 19k | 620.90 | |
| Oracle Corporation (ORCL) | 0.4 | $12M | 54k | 218.62 | |
| Williams-Sonoma (WSM) | 0.4 | $12M | 71k | 163.37 | |
| Norfolk Southern (NSC) | 0.4 | $11M | 44k | 255.97 | |
| Canadian Pacific Kansas City (CP) | 0.4 | $11M | 138k | 79.27 | |
| Johnson Ctls Intl SHS (JCI) | 0.4 | $11M | 103k | 105.62 | |
| McKesson Corporation (MCK) | 0.4 | $10M | 14k | 732.81 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $10M | 17k | 617.82 | |
| Fortune Brands (FBIN) | 0.4 | $10M | 200k | 51.48 | |
| Kraft Heinz (KHC) | 0.4 | $10M | 393k | 25.82 | |
| Union Pacific Corporation (UNP) | 0.4 | $10M | 44k | 230.08 | |
| Draftkings Com Cl A (DKNG) | 0.4 | $10M | 234k | 42.89 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $9.9M | 18k | 561.92 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $9.5M | 13.00 | 728769.23 | |
| Bank of America Corporation (BAC) | 0.3 | $9.2M | 194k | 47.32 | |
| Chevron Corp Call Call Option (CVX) | 0.3 | $9.1M | 64k | 143.22 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $8.9M | 39k | 226.48 | |
| Pepsi (PEP) | 0.3 | $8.9M | 67k | 132.04 | |
| World Acceptance (WRLD) | 0.3 | $8.8M | 53k | 165.13 | |
| Intercontinental Exchange (ICE) | 0.3 | $8.4M | 46k | 183.48 | |
| Nextnav Common Stock (NN) | 0.3 | $7.8M | 514k | 15.20 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $7.8M | 25k | 304.84 | |
| Dupont De Nemours (DD) | 0.3 | $7.7M | 112k | 68.59 | |
| Howard Hughes Holdings (HHH) | 0.3 | $7.4M | 110k | 67.50 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.3 | $7.4M | 244k | 30.41 | |
| Godaddy Cl A (GDDY) | 0.3 | $7.1M | 39k | 180.06 | |
| Visa Com Cl A (V) | 0.2 | $7.0M | 20k | 355.06 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $6.9M | 9.8k | 698.42 | |
| Cto Realty Growth (CTO) | 0.2 | $6.8M | 394k | 17.26 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $6.7M | 136k | 49.18 | |
| Paypal Holdings (PYPL) | 0.2 | $6.4M | 86k | 74.32 | |
| Wal-Mart Stores (WMT) | 0.2 | $6.3M | 64k | 97.79 | |
| Verizon Communications (VZ) | 0.2 | $6.1M | 141k | 43.27 | |
| Bristol-myers Squibb Call Call Option (BMY) | 0.2 | $6.0M | 129k | 46.30 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $5.9M | 141k | 42.01 | |
| Ford Mtr Call Call Option (F) | 0.2 | $5.5M | 511k | 10.86 | |
| Eli Lilly & Co. (LLY) | 0.2 | $5.5M | 7.0k | 779.53 | |
| Cisco Systems (CSCO) | 0.2 | $5.3M | 76k | 69.37 | |
| Applied Materials (AMAT) | 0.2 | $5.2M | 29k | 183.07 | |
| Wayfair Cl A (W) | 0.2 | $5.2M | 101k | 51.14 | |
| Automatic Data Processing (ADP) | 0.2 | $5.1M | 17k | 308.39 | |
| Ubs Group SHS (UBS) | 0.2 | $5.1M | 150k | 33.82 | |
| Republic Services (RSG) | 0.2 | $5.1M | 21k | 246.63 | |
| Barrick Mng Corp Com Shs (B) | 0.2 | $5.0M | 238k | 20.82 | |
| Getty Realty (GTY) | 0.2 | $4.8M | 176k | 27.64 | |
| Stryker Corporation (SYK) | 0.2 | $4.8M | 12k | 395.61 | |
| Mongodb Cl A (MDB) | 0.2 | $4.7M | 23k | 210.01 | |
| Enbridge (ENB) | 0.2 | $4.6M | 103k | 45.32 | |
| International Business Machines (IBM) | 0.2 | $4.6M | 16k | 294.79 | |
| Palo Alto Networks (PANW) | 0.2 | $4.6M | 23k | 204.65 | |
| Kinder Morgan (KMI) | 0.2 | $4.6M | 155k | 29.40 | |
| Waste Management (WM) | 0.2 | $4.5M | 20k | 228.84 | |
| Emerson Electric (EMR) | 0.2 | $4.4M | 33k | 133.32 | |
| Amgen (AMGN) | 0.2 | $4.4M | 16k | 279.23 | |
| Amphenol Corp Cl A (APH) | 0.2 | $4.4M | 45k | 98.74 | |
| Nextera Energy (NEE) | 0.2 | $4.4M | 63k | 69.41 | |
| Coca-Cola Company (KO) | 0.2 | $4.3M | 61k | 70.75 | |
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $4.2M | 61k | 69.87 | |
| Fmc Corp Call Call Option (FMC) | 0.1 | $4.2M | 101k | 41.77 | |
| Cimpress Shs Euro (CMPR) | 0.1 | $4.1M | 86k | 47.00 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $4.0M | 10k | 386.91 | |
| Repositrak Com New (TRAK) | 0.1 | $3.9M | 199k | 19.65 | |
| Ftai Aviation Call Call Option (FTAI) | 0.1 | $3.9M | 34k | 115.06 | |
| At&t (T) | 0.1 | $3.8M | 132k | 28.94 | |
| Oneok (OKE) | 0.1 | $3.8M | 47k | 81.62 | |
| HP Call Call Option (HPQ) | 0.1 | $3.7M | 152k | 24.46 | |
| Avepoint Com Cl A (AVPT) | 0.1 | $3.7M | 191k | 19.31 | |
| Qualcomm (QCOM) | 0.1 | $3.6M | 23k | 159.26 | |
| Zoominfo Technologies Call Call Option (GTM) | 0.1 | $3.5M | 347k | 10.15 | |
| Linde SHS (LIN) | 0.1 | $3.5M | 7.5k | 469.25 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $3.5M | 6.9k | 509.24 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $3.5M | 51k | 69.02 | |
| Kkr & Co (KKR) | 0.1 | $3.5M | 26k | 133.04 | |
| Trupanion (TRUP) | 0.1 | $3.5M | 63k | 55.34 | |
| Zoetis Cl A (ZTS) | 0.1 | $3.4M | 22k | 155.96 | |
| Quanta Services (PWR) | 0.1 | $3.3M | 8.8k | 378.09 | |
| American Express Company (AXP) | 0.1 | $3.3M | 10k | 318.94 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $3.2M | 6.0k | 543.45 | |
| SEI Investments Company (SEIC) | 0.1 | $3.2M | 36k | 89.87 | |
| Ye Cl A (YELP) | 0.1 | $3.2M | 94k | 34.27 | |
| Ge Vernova (GEV) | 0.1 | $3.0M | 5.7k | 529.09 | |
| Bhp Group Sponsored Ads (BHP) | 0.1 | $3.0M | 63k | 48.09 | |
| Workiva Com Cl A (WK) | 0.1 | $3.0M | 44k | 68.44 | |
| Immunoprecise Antibodies Com New | 0.1 | $2.9M | 2.8M | 1.06 | |
| Brixmor Prty (BRX) | 0.1 | $2.9M | 113k | 26.04 | |
| Academy Sports & Outdoor (ASO) | 0.1 | $2.9M | 64k | 44.81 | |
| Netflix (NFLX) | 0.1 | $2.9M | 2.1k | 1339.24 | |
| Orion Engineered Carbons (OEC) | 0.1 | $2.8M | 271k | 10.49 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.8M | 11k | 253.20 | |
| Lowe's Companies (LOW) | 0.1 | $2.8M | 13k | 221.86 | |
| Oge Energy Corp (OGE) | 0.1 | $2.7M | 62k | 44.37 | |
| Capri Holdings Call Call Option (CPRI) | 0.1 | $2.7M | 151k | 17.70 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.6M | 2.6k | 990.11 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $2.6M | 16k | 166.10 | |
| American Water Works (AWK) | 0.1 | $2.6M | 19k | 139.12 | |
| Viatris (VTRS) | 0.1 | $2.5M | 281k | 8.93 | |
| Genmab A/s Sponsored Ads (GMAB) | 0.1 | $2.5M | 120k | 20.66 | |
| Tamboran Res Corp (TBN) | 0.1 | $2.5M | 115k | 21.32 | |
| Shift4 Pmts Cl A (FOUR) | 0.1 | $2.4M | 25k | 99.09 | |
| American Tower Reit (AMT) | 0.1 | $2.4M | 11k | 221.03 | |
| Innospec (IOSP) | 0.1 | $2.4M | 29k | 84.07 | |
| Walt Disney Company (DIS) | 0.1 | $2.4M | 19k | 124.01 | |
| Illinois Tool Works (ITW) | 0.1 | $2.3M | 9.3k | 247.30 | |
| Devon Energy Corp Call Call Option (DVN) | 0.1 | $2.3M | 72k | 31.82 | |
| Ducommun Incorporated (DCO) | 0.1 | $2.2M | 27k | 82.64 | |
| Woodward Governor Company (WWD) | 0.1 | $2.2M | 9.1k | 245.05 | |
| Caterpillar (CAT) | 0.1 | $2.2M | 5.5k | 388.27 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.1M | 24k | 90.89 | |
| Ecolab (ECL) | 0.1 | $2.1M | 7.8k | 269.50 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $2.1M | 103k | 20.45 | |
| Crown Castle Intl (CCI) | 0.1 | $2.1M | 20k | 102.71 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.9M | 3.4k | 551.55 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 0.1 | $1.9M | 35k | 54.36 | |
| Global Industrial Company (GIC) | 0.1 | $1.9M | 69k | 27.02 | |
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.1 | $1.9M | 15k | 122.88 | |
| Verisk Analytics (VRSK) | 0.1 | $1.8M | 5.8k | 311.44 | |
| Consolidated Edison (ED) | 0.1 | $1.8M | 18k | 100.36 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.8M | 34k | 52.37 | |
| salesforce (CRM) | 0.1 | $1.8M | 6.5k | 272.70 | |
| Schlumberger Com Stk (SLB) | 0.1 | $1.8M | 52k | 33.79 | |
| Medtronic SHS (MDT) | 0.1 | $1.8M | 20k | 87.17 | |
| Strategic Education (STRA) | 0.1 | $1.8M | 21k | 85.15 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.7M | 8.4k | 207.59 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.7M | 3.9k | 438.37 | |
| Jfrog Ord Shs (FROG) | 0.1 | $1.7M | 39k | 43.88 | |
| Ge Aerospace Com New (GE) | 0.1 | $1.6M | 6.4k | 257.33 | |
| Vici Pptys (VICI) | 0.1 | $1.6M | 50k | 32.59 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $1.6M | 18k | 92.69 | |
| Aptiv Com Shs (APTV) | 0.1 | $1.6M | 24k | 68.23 | |
| Zions Bancorporation (ZION) | 0.1 | $1.6M | 31k | 51.93 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $1.6M | 33k | 48.85 | |
| Brighthouse Finl (BHF) | 0.1 | $1.6M | 30k | 53.77 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.6M | 17k | 91.12 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.5M | 29k | 52.75 | |
| Korn Ferry Com New (KFY) | 0.1 | $1.5M | 21k | 73.33 | |
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.5M | 14k | 108.56 | |
| FedEx Corporation (FDX) | 0.1 | $1.5M | 6.6k | 227.24 | |
| Tesla Motors (TSLA) | 0.1 | $1.5M | 4.7k | 317.69 | |
| Agnico (AEM) | 0.1 | $1.5M | 13k | 118.93 | |
| Omeros Corp Note 5.250% 2/1 (Principal) | 0.1 | $1.5M | 1.5M | 0.97 | |
| Opera Sponsored Ads (OPRA) | 0.1 | $1.5M | 78k | 18.90 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.5M | 3.3k | 445.19 | |
| S&p Global (SPGI) | 0.1 | $1.5M | 2.8k | 527.25 | |
| Allison Transmission Hldngs I (ALSN) | 0.1 | $1.4M | 15k | 94.98 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.4M | 41k | 35.68 | |
| Spdr Series Trust Call Call Option (KRE) | 0.1 | $1.4M | 24k | 59.40 | |
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $1.4M | 18k | 75.94 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.4M | 11k | 128.92 | |
| RPM International (RPM) | 0.0 | $1.4M | 13k | 109.86 | |
| Alcon Ord Shs (ALC) | 0.0 | $1.4M | 15k | 88.28 | |
| Pembina Pipeline Corp (PBA) | 0.0 | $1.4M | 36k | 37.51 | |
| Vanguard World Financials Etf (VFH) | 0.0 | $1.4M | 11k | 127.28 | |
| Hubbell (HUBB) | 0.0 | $1.3M | 3.3k | 408.47 | |
| Philip Morris International (PM) | 0.0 | $1.3M | 7.3k | 182.19 | |
| ConocoPhillips (COP) | 0.0 | $1.3M | 15k | 89.72 | |
| Constellation Energy (CEG) | 0.0 | $1.3M | 4.0k | 322.88 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.2M | 12k | 99.24 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $1.2M | 22k | 56.13 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.2M | 8.8k | 134.75 | |
| General Mills (GIS) | 0.0 | $1.2M | 23k | 51.82 | |
| Diageo Spon Adr New (DEO) | 0.0 | $1.2M | 12k | 100.80 | |
| Arista Networks Com Shs (ANET) | 0.0 | $1.2M | 11k | 102.33 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $1.1M | 9.6k | 118.01 | |
| Vanguard World Health Car Etf (VHT) | 0.0 | $1.1M | 4.5k | 248.24 | |
| Micron Technology (MU) | 0.0 | $1.1M | 9.2k | 123.25 | |
| Iron Mountain (IRM) | 0.0 | $1.1M | 11k | 102.56 | |
| Kohl's Corporation (KSS) | 0.0 | $1.1M | 130k | 8.48 | |
| CVS Caremark Corporation (CVS) | 0.0 | $1.1M | 16k | 68.95 | |
| Phillips 66 (PSX) | 0.0 | $1.1M | 9.0k | 119.29 | |
| Tc Energy Corp (TRP) | 0.0 | $1.1M | 22k | 48.77 | |
| Fury Gold Mines (FURY) | 0.0 | $1.0M | 2.1M | 0.49 | |
| Everest Re Group (EG) | 0.0 | $1.0M | 3.0k | 339.83 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $1.0M | 32k | 31.54 | |
| Fox Corp Cl A Com (FOXA) | 0.0 | $1.0M | 18k | 56.02 | |
| Wells Fargo & Company (WFC) | 0.0 | $1.0M | 13k | 80.12 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $1.0M | 2.5k | 405.33 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.0 | $1000k | 18k | 54.23 | |
| Cameco Corporation (CCJ) | 0.0 | $960k | 13k | 74.23 | |
| UnitedHealth (UNH) | 0.0 | $954k | 3.1k | 312.07 | |
| Truist Financial Corp equities (TFC) | 0.0 | $948k | 22k | 42.98 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $945k | 29k | 32.81 | |
| Carrier Global Corporation (CARR) | 0.0 | $945k | 13k | 73.17 | |
| Huntsman Corp Call Call Option (HUN) | 0.0 | $925k | 89k | 10.42 | |
| Coupang Call Call Option (CPNG) | 0.0 | $922k | 31k | 30.00 | |
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $904k | 2.5k | 362.18 | |
| NiSource (NI) | 0.0 | $892k | 22k | 40.32 | |
| Welltower Inc Com reit (WELL) | 0.0 | $890k | 5.8k | 153.71 | |
| Corning Incorporated (GLW) | 0.0 | $880k | 17k | 52.62 | |
| Durect Corp Com New | 0.0 | $857k | 1.3M | 0.64 | |
| Pinterest Cl A (PINS) | 0.0 | $847k | 24k | 35.86 | |
| MercadoLibre (MELI) | 0.0 | $836k | 320.00 | 2612.50 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $834k | 3.8k | 217.41 | |
| Lyondellbasell Industries N Call Call Option (LYB) | 0.0 | $822k | 14k | 57.88 | |
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $802k | 27k | 30.11 | |
| Shell Spon Ads (SHEL) | 0.0 | $789k | 11k | 70.45 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $789k | 31k | 25.35 | |
| JetBlue Airways Corporation (JBLU) | 0.0 | $778k | 184k | 4.23 | |
| Prologis (PLD) | 0.0 | $774k | 7.4k | 105.18 | |
| Sanofi Sponsored Adr (SNY) | 0.0 | $770k | 16k | 48.29 | |
| Fidelity National Financial Com Shs (FNF) | 0.0 | $752k | 13k | 56.04 | |
| Rh (RH) | 0.0 | $747k | 4.0k | 189.11 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $739k | 2.3k | 319.91 | |
| GSK Sponsored Adr (GSK) | 0.0 | $730k | 19k | 38.38 | |
| Amcor Ord (AMCR) | 0.0 | $718k | 78k | 9.19 | |
| Blackrock Res & Commodities SHS (BCX) | 0.0 | $707k | 75k | 9.45 | |
| Capital One Financial (COF) | 0.0 | $703k | 3.3k | 212.64 | |
| Air Lease Corp Cl A (AL) | 0.0 | $702k | 12k | 58.46 | |
| DTE Energy Company (DTE) | 0.0 | $694k | 5.2k | 132.49 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $693k | 1.0k | 663.16 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $683k | 3.8k | 181.75 | |
| Vericel (VCEL) | 0.0 | $673k | 16k | 42.54 | |
| Dominion Resources (D) | 0.0 | $670k | 12k | 56.54 | |
| Starbucks Corporation (SBUX) | 0.0 | $661k | 7.2k | 91.63 | |
| Exelon Corporation (EXC) | 0.0 | $660k | 15k | 43.43 | |
| Generac Holdings (GNRC) | 0.0 | $656k | 4.6k | 143.11 | |
| Preformed Line Products Company (PLPC) | 0.0 | $650k | 4.1k | 159.71 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $646k | 806.00 | 801.49 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $645k | 25k | 25.39 | |
| Akamai Technologies (AKAM) | 0.0 | $620k | 7.8k | 79.72 | |
| Bunge Global Sa Com Shs (BG) | 0.0 | $615k | 7.7k | 80.29 | |
| Nike CL B (NKE) | 0.0 | $601k | 8.5k | 71.04 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $601k | 4.4k | 136.34 | |
| Thomson Reuters Corp. (TRI) | 0.0 | $598k | 3.0k | 201.28 | |
| Essential Utils (WTRG) | 0.0 | $598k | 16k | 37.14 | |
| D.R. Horton (DHI) | 0.0 | $594k | 4.6k | 128.85 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $590k | 52k | 11.46 | |
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $582k | 3.9k | 147.49 | |
| Noble Corp Ord Shs A (NE) | 0.0 | $580k | 22k | 26.54 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $575k | 5.8k | 99.07 | |
| Dover Corporation (DOV) | 0.0 | $566k | 3.1k | 183.23 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $559k | 476.00 | 1174.37 | |
| Jacobs Engineering Group (J) | 0.0 | $558k | 4.2k | 131.54 | |
| Star Hldgs Shs Ben Int (STHO) | 0.0 | $537k | 69k | 7.81 | |
| Honeywell International (HON) | 0.0 | $531k | 2.3k | 233.00 | |
| Nexstar Media Group Common Stock (NXST) | 0.0 | $519k | 3.0k | 173.00 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $519k | 8.3k | 62.36 | |
| One Gas (OGS) | 0.0 | $512k | 7.1k | 71.84 | |
| Baytex Energy Corp (BTE) | 0.0 | $510k | 285k | 1.79 | |
| Boeing Company (BA) | 0.0 | $496k | 2.4k | 209.46 | |
| Booking Holdings (BKNG) | 0.0 | $492k | 85.00 | 5788.24 | |
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $489k | 2.2k | 218.99 | |
| United Parcel Service CL B (UPS) | 0.0 | $487k | 4.8k | 101.02 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $483k | 5.4k | 89.84 | |
| Vanguard World Industrial Etf (VIS) | 0.0 | $476k | 1.7k | 279.84 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $467k | 3.1k | 149.49 | |
| Lululemon Athletica (LULU) | 0.0 | $465k | 2.0k | 237.61 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $458k | 6.7k | 68.69 | |
| Enterprise Products Partners (EPD) | 0.0 | $455k | 15k | 31.00 | |
| Waters Corporation (WAT) | 0.0 | $450k | 1.3k | 348.84 | |
| Advance Auto Parts (AAP) | 0.0 | $441k | 9.5k | 46.52 | |
| Nayax SHS (NYAX) | 0.0 | $437k | 8.7k | 50.23 | |
| Northwest Natural Holdin (NWN) | 0.0 | $436k | 11k | 39.74 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.0 | $434k | 16k | 27.42 | |
| Etsy Note 0.125%10/0 (Principal) | 0.0 | $433k | 446k | 0.97 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $430k | 5.3k | 80.93 | |
| EastGroup Properties (EGP) | 0.0 | $418k | 2.5k | 167.20 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $413k | 3.6k | 113.37 | |
| Pagerduty Call Call Option (PD) | 0.0 | $411k | 27k | 15.22 | |
| South State Corporation | 0.0 | $409k | 4.4k | 92.01 | |
| M&T Bank Corporation (MTB) | 0.0 | $408k | 2.1k | 194.01 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $403k | 15k | 26.88 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $402k | 5.3k | 75.79 | |
| Seaport Entmt Group Common Stock (SEG) | 0.0 | $401k | 22k | 18.63 | |
| Cigna Corp (CI) | 0.0 | $396k | 1.2k | 330.28 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $395k | 3.0k | 133.45 | |
| Realty Income (O) | 0.0 | $390k | 6.8k | 57.67 | |
| Mueller Industries (MLI) | 0.0 | $389k | 4.9k | 79.39 | |
| International Paper Company (IP) | 0.0 | $385k | 8.2k | 46.83 | |
| Hershey Company (HSY) | 0.0 | $382k | 2.3k | 165.87 | |
| Sap Se Spon Adr (SAP) | 0.0 | $380k | 1.2k | 304.24 | |
| McDonald's Corporation (MCD) | 0.0 | $379k | 1.3k | 292.44 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $375k | 2.9k | 128.56 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $375k | 3.4k | 110.00 | |
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $372k | 2.2k | 171.03 | |
| Gap (GAP) | 0.0 | $371k | 17k | 21.84 | |
| Corteva (CTVA) | 0.0 | $371k | 5.0k | 74.51 | |
| MDU Resources (MDU) | 0.0 | $371k | 22k | 16.65 | |
| 3M Company (MMM) | 0.0 | $370k | 2.4k | 152.26 | |
| Universal Hlth Svcs CL B (UHS) | 0.0 | $367k | 2.0k | 181.23 | |
| Edwards Lifesciences (EW) | 0.0 | $364k | 4.7k | 78.28 | |
| Paychex (PAYX) | 0.0 | $364k | 2.5k | 145.48 | |
| Tapestry (TPR) | 0.0 | $364k | 4.1k | 87.84 | |
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $362k | 6.2k | 58.37 | |
| Xcel Energy (XEL) | 0.0 | $361k | 5.3k | 68.10 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.0 | $353k | 4.2k | 84.77 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $353k | 14k | 25.69 | |
| Everus Constr Group (ECG) | 0.0 | $352k | 5.5k | 63.53 | |
| Proshares Tr Pet Care Etf (PAWZ) | 0.0 | $350k | 6.0k | 57.88 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $348k | 453.00 | 768.21 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $346k | 4.7k | 73.45 | |
| eBay (EBAY) | 0.0 | $345k | 4.6k | 74.48 | |
| Dropbox Note 3/0 (Principal) | 0.0 | $345k | 340k | 1.01 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $344k | 19k | 18.11 | |
| Etsy Note 0.125% 9/0 (Principal) | 0.0 | $339k | 380k | 0.89 | |
| Amer (UHAL) | 0.0 | $338k | 5.6k | 60.60 | |
| Owens Corning (OC) | 0.0 | $338k | 2.5k | 137.68 | |
| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $336k | 4.1k | 82.84 | |
| Danaher Corporation (DHR) | 0.0 | $335k | 1.7k | 197.64 | |
| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.0 | $334k | 4.4k | 75.55 | |
| Albemarle Corporation (ALB) | 0.0 | $333k | 5.3k | 62.68 | |
| Smucker J M Com New (SJM) | 0.0 | $331k | 3.4k | 98.28 | |
| Or Royalties Com Shs (OR) | 0.0 | $324k | 13k | 25.74 | |
| Telus Ord (TU) | 0.0 | $322k | 20k | 16.06 | |
| Vanguard World Materials Etf (VAW) | 0.0 | $321k | 1.7k | 194.55 | |
| Ross Stores (ROST) | 0.0 | $319k | 2.5k | 127.60 | |
| Public Service Enterprise (PEG) | 0.0 | $317k | 3.8k | 84.06 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $314k | 4.0k | 78.15 | |
| Hain Celestial (HAIN) | 0.0 | $311k | 205k | 1.52 | |
| Chart Industries (GTLS) | 0.0 | $310k | 1.9k | 164.63 | |
| Taseko Cad (TGB) | 0.0 | $309k | 98k | 3.15 | |
| Allstate Corporation (ALL) | 0.0 | $309k | 1.5k | 201.43 | |
| Nextnav *w Exp 99/99/999 (NNAVW) | 0.0 | $306k | 48k | 6.35 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $305k | 747.00 | 408.30 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $304k | 288.00 | 1055.56 | |
| American Electric Power Company (AEP) | 0.0 | $300k | 2.9k | 103.63 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $298k | 1.1k | 262.56 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $297k | 673.00 | 441.31 | |
| Haleon Spon Ads (HLN) | 0.0 | $296k | 29k | 10.36 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $296k | 639.00 | 463.22 | |
| Air Products & Chemicals (APD) | 0.0 | $296k | 1.0k | 282.44 | |
| Cadiz Com New (CDZI) | 0.0 | $295k | 99k | 2.99 | |
| Monday Call Call Option (MNDY) | 0.0 | $289k | 1.2k | 240.83 | |
| L3harris Technologies (LHX) | 0.0 | $288k | 1.1k | 250.87 | |
| Prudential Financial (PRU) | 0.0 | $286k | 2.7k | 107.32 | |
| Progressive Corporation (PGR) | 0.0 | $286k | 1.1k | 267.04 | |
| Cbre Group Cl A (CBRE) | 0.0 | $283k | 2.0k | 140.10 | |
| Nrg Energy Call Call Option (NRG) | 0.0 | $280k | 1.7k | 160.59 | |
| MetLife (MET) | 0.0 | $280k | 3.5k | 80.39 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $279k | 919.00 | 303.59 | |
| American States Water Company (AWR) | 0.0 | $279k | 3.6k | 76.54 | |
| BP Sponsored Adr (BP) | 0.0 | $276k | 9.2k | 29.92 | |
| Anglogold Ashanti Com Shs (AU) | 0.0 | $273k | 6.0k | 45.50 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $267k | 786.00 | 339.69 | |
| Qxo Com New (QXO) | 0.0 | $262k | 12k | 21.54 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $258k | 8.4k | 30.71 | |
| New Gold Inc Cda (NGD) | 0.0 | $257k | 52k | 4.94 | |
| Rxo Common Stock (RXO) | 0.0 | $255k | 16k | 15.74 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $253k | 5.6k | 44.83 | |
| Gitlab Class A Com (GTLB) | 0.0 | $253k | 5.6k | 45.16 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.0 | $253k | 20k | 12.48 | |
| Bwx Technologies (BWXT) | 0.0 | $246k | 1.7k | 143.94 | |
| Trane Technologies SHS (TT) | 0.0 | $244k | 558.00 | 437.28 | |
| Omega Healthcare Investors (OHI) | 0.0 | $243k | 6.6k | 36.70 | |
| Chemours (CC) | 0.0 | $241k | 21k | 11.47 | |
| Microstrategy Call Call Option (MSTR) | 0.0 | $241k | 602.00 | 400.00 | |
| Valero Energy Corporation (VLO) | 0.0 | $240k | 1.8k | 134.60 | |
| Fiserv (FI) | 0.0 | $240k | 1.4k | 172.17 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $238k | 2.2k | 110.03 | |
| Yum! Brands (YUM) | 0.0 | $237k | 1.6k | 148.12 | |
| IDEXX Laboratories (IDXX) | 0.0 | $233k | 435.00 | 535.63 | |
| Becton, Dickinson and (BDX) | 0.0 | $233k | 1.4k | 172.08 | |
| Vistra Energy (VST) | 0.0 | $232k | 1.2k | 193.66 | |
| Ezcorp Cl A Non Vtg (EZPW) | 0.0 | $231k | 17k | 13.85 | |
| Ida (IDA) | 0.0 | $231k | 2.0k | 115.50 | |
| Altria (MO) | 0.0 | $229k | 3.9k | 58.63 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $228k | 8.8k | 26.03 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $225k | 1.1k | 195.82 | |
| Hilton Grand Vacations (HGV) | 0.0 | $223k | 5.4k | 41.49 | |
| Polaris Industries (PII) | 0.0 | $222k | 5.5k | 40.73 | |
| Ishares Tr Glob Indstrl Etf (EXI) | 0.0 | $221k | 1.3k | 165.67 | |
| Pentair SHS (PNR) | 0.0 | $221k | 2.2k | 102.79 | |
| SYSCO Corporation (SYY) | 0.0 | $219k | 2.9k | 75.86 | |
| Stoneco Call Call Option (STNE) | 0.0 | $215k | 13k | 16.00 | |
| Eupraxia Pharmaceuticals (EPRX) | 0.0 | $214k | 37k | 5.75 | |
| Evercore Class A (EVR) | 0.0 | $213k | 789.00 | 269.96 | |
| Servicenow (NOW) | 0.0 | $213k | 207.00 | 1028.99 | |
| Cummins (CMI) | 0.0 | $212k | 648.00 | 327.16 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $210k | 420.00 | 500.00 | |
| Kellogg Company (K) | 0.0 | $209k | 2.6k | 79.68 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $207k | 7.1k | 29.15 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $206k | 1.4k | 150.37 | |
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $204k | 4.0k | 51.00 | |
| Murphy Usa (MUSA) | 0.0 | $203k | 500.00 | 406.00 | |
| Japan Smaller Capitalizaion Fund (JOF) | 0.0 | $193k | 20k | 9.65 | |
| Fortuna Mng Corp Com New (FSM) | 0.0 | $180k | 28k | 6.55 | |
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 0.0 | $171k | 29k | 5.97 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $168k | 10k | 16.80 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $161k | 11k | 15.37 | |
| Equinox Gold Corp equities (EQX) | 0.0 | $160k | 28k | 5.76 | |
| Lyft Cl A Com (LYFT) | 0.0 | $158k | 10k | 15.79 | |
| Algonquin Power & Utilities equs (AQN) | 0.0 | $157k | 27k | 5.73 | |
| Leggett & Platt (LEG) | 0.0 | $152k | 17k | 8.94 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $149k | 14k | 10.64 | |
| Eledon Pharmaceuticals (ELDN) | 0.0 | $141k | 52k | 2.72 | |
| Tmc The Metals Company (TMC) | 0.0 | $132k | 20k | 6.60 | |
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $132k | 19k | 6.80 | |
| Core Labs Nv (CLB) | 0.0 | $115k | 10k | 11.50 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $111k | 20k | 5.55 | |
| Tronox Holdings SHS (TROX) | 0.0 | $91k | 18k | 5.06 | |
| Alight Com Cl A (ALIT) | 0.0 | $76k | 13k | 5.65 | |
| Os Therapies Incorporated Com New (OSTX) | 0.0 | $69k | 37k | 1.88 | |
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $68k | 25k | 2.70 | |
| Seritage Growth Pptys Cl A (SRG) | 0.0 | $65k | 21k | 3.10 | |
| I-80 Gold Corp (IAUX) | 0.0 | $54k | 88k | 0.62 | |
| Novagold Res Com New (NG) | 0.0 | $53k | 13k | 4.08 | |
| Lithium Argentina Com Shs (LAR) | 0.0 | $52k | 25k | 2.06 | |
| Heron Therapeutics (HRTX) | 0.0 | $24k | 11k | 2.10 | |
| Birks Group Cl A Com (BGI) | 0.0 | $16k | 17k | 0.94 | |
| Farmer Brothers (FARM) | 0.0 | $14k | 10k | 1.39 |