Interchange Capital Partners as of Sept. 30, 2025
Portfolio Holdings for Interchange Capital Partners
Interchange Capital Partners holds 365 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 7.5 | $38M | 752k | 51.04 | |
| Semler Scientific (SMLR) | 7.5 | $38M | 1.3M | 30.00 | |
| Apple (AAPL) | 4.1 | $21M | 83k | 254.62 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.8 | $19M | 382k | 50.78 | |
| Microsoft Corporation (MSFT) | 3.3 | $17M | 33k | 517.92 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 2.7 | $14M | 313k | 44.19 | |
| NVIDIA Corporation (NVDA) | 2.1 | $11M | 56k | 186.58 | |
| Vanguard Index Fds Value Etf (VTV) | 1.7 | $8.8M | 47k | 186.48 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.7 | $8.5M | 97k | 87.31 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.5 | $7.8M | 154k | 50.70 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $7.7M | 12k | 669.42 | |
| Ishares Core Msci Emkt (IEMG) | 1.4 | $7.4M | 112k | 65.92 | |
| Amazon (AMZN) | 1.4 | $7.0M | 32k | 219.61 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $6.7M | 111k | 59.92 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $6.3M | 26k | 242.97 | |
| Meta Platforms Cl A (META) | 1.2 | $6.3M | 8.5k | 734.21 | |
| Tesla Motors (TSLA) | 1.2 | $6.2M | 14k | 444.72 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $5.2M | 16k | 315.43 | |
| Ishares Tr Msci Usa Value (VLUE) | 1.0 | $4.9M | 39k | 125.05 | |
| Ishares Gold Tr Ishares New (IAU) | 0.9 | $4.7M | 64k | 72.77 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $4.6M | 19k | 243.56 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $4.4M | 22k | 194.50 | |
| Broadcom (AVGO) | 0.8 | $4.0M | 12k | 329.92 | |
| Abbvie (ABBV) | 0.7 | $3.7M | 16k | 231.53 | |
| Medicus Pharma (MDCX) | 0.7 | $3.7M | 1.6M | 2.31 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $3.6M | 63k | 57.10 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $3.3M | 27k | 120.77 | |
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.6 | $3.3M | 56k | 59.22 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $3.2M | 15k | 206.52 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.6 | $3.2M | 35k | 89.76 | |
| UnitedHealth (UNH) | 0.5 | $2.7M | 7.9k | 346.19 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.7M | 5.4k | 502.74 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.5 | $2.7M | 32k | 84.68 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $2.7M | 39k | 67.87 | |
| Visa Com Cl A (V) | 0.5 | $2.5M | 7.3k | 341.66 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.5 | $2.5M | 54k | 46.12 | |
| Home Depot (HD) | 0.5 | $2.4M | 6.0k | 405.22 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.4M | 3.6k | 666.23 | |
| Oracle Corporation (ORCL) | 0.5 | $2.4M | 8.4k | 280.64 | |
| Morgan Stanley Com New (MS) | 0.5 | $2.3M | 15k | 158.89 | |
| Marathon Petroleum Corp (MPC) | 0.5 | $2.3M | 12k | 192.49 | |
| Abbott Laboratories (ABT) | 0.4 | $2.3M | 17k | 133.94 | |
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.4 | $2.2M | 34k | 66.32 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.2M | 6.8k | 328.18 | |
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.4 | $2.2M | 35k | 64.69 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $2.2M | 13k | 167.35 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $2.1M | 6.4k | 333.00 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $2.1M | 3.7k | 568.73 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $2.1M | 7.4k | 279.25 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $2.1M | 4.2k | 490.38 | |
| Ishares Msci Eurzone Etf (EZU) | 0.4 | $2.0M | 33k | 61.94 | |
| American Express Company (AXP) | 0.4 | $1.9M | 5.8k | 332.12 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $1.9M | 13k | 148.20 | |
| Netflix (NFLX) | 0.4 | $1.9M | 1.6k | 1198.93 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.4 | $1.9M | 41k | 46.24 | |
| Hca Holdings (HCA) | 0.4 | $1.9M | 4.4k | 426.22 | |
| Arista Networks Com Shs (ANET) | 0.4 | $1.9M | 13k | 145.71 | |
| Applovin Corp Com Cl A (APP) | 0.4 | $1.8M | 2.6k | 718.54 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.4 | $1.8M | 53k | 34.27 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $1.8M | 15k | 118.83 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.7M | 4.7k | 355.47 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $1.6M | 9.0k | 182.42 | |
| Pepsi (PEP) | 0.3 | $1.6M | 11k | 140.44 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $1.6M | 18k | 88.96 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.6M | 5.4k | 293.73 | |
| International Business Machines (IBM) | 0.3 | $1.5M | 5.5k | 282.16 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.5M | 2.0k | 763.04 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.5M | 2.00 | 754200.00 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.3 | $1.5M | 14k | 104.52 | |
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $1.4M | 28k | 49.83 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $1.4M | 9.5k | 143.18 | |
| Starbucks Corporation (SBUX) | 0.3 | $1.3M | 16k | 84.60 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.3M | 13k | 103.06 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.3M | 2.8k | 468.41 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $1.3M | 6.2k | 209.18 | |
| Applied Materials (AMAT) | 0.3 | $1.3M | 6.2k | 204.72 | |
| Nextera Energy (NEE) | 0.2 | $1.3M | 17k | 75.49 | |
| EQT Corporation (EQT) | 0.2 | $1.3M | 23k | 54.43 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.3M | 23k | 54.18 | |
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.2 | $1.2M | 33k | 37.87 | |
| Fair Isaac Corporation (FICO) | 0.2 | $1.2M | 804.00 | 1496.53 | |
| Philip Morris International (PM) | 0.2 | $1.2M | 7.4k | 162.21 | |
| Ge Aerospace Com New (GE) | 0.2 | $1.2M | 3.9k | 300.84 | |
| Yum! Brands (YUM) | 0.2 | $1.2M | 7.7k | 152.00 | |
| salesforce (CRM) | 0.2 | $1.2M | 4.9k | 237.28 | |
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.2 | $1.2M | 34k | 34.21 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.2M | 2.4k | 479.62 | |
| Chevron Corporation (CVX) | 0.2 | $1.2M | 7.4k | 155.29 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.2M | 6.2k | 185.42 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $1.1M | 14k | 76.72 | |
| Palo Alto Networks (PANW) | 0.2 | $1.1M | 5.3k | 203.62 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.1M | 1.2k | 925.13 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $1.1M | 4.9k | 222.17 | |
| Axon Enterprise (AXON) | 0.2 | $1.1M | 1.5k | 717.64 | |
| Bank of America Corporation (BAC) | 0.2 | $1.1M | 21k | 51.55 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.1M | 1.1k | 968.03 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.1M | 3.4k | 307.87 | |
| Advanced Micro Devices (AMD) | 0.2 | $1.0M | 6.5k | 161.79 | |
| Servicenow (NOW) | 0.2 | $996k | 1.1k | 920.28 | |
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $995k | 15k | 67.51 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $983k | 15k | 65.26 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $965k | 5.4k | 178.73 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $958k | 7.2k | 133.90 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $936k | 4.8k | 195.86 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.2 | $931k | 18k | 50.63 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $922k | 12k | 76.45 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $917k | 6.6k | 139.15 | |
| Merck & Co (MRK) | 0.2 | $913k | 11k | 83.93 | |
| Uber Technologies (UBER) | 0.2 | $890k | 9.1k | 97.97 | |
| Coinbase Global Com Cl A (COIN) | 0.2 | $889k | 2.6k | 337.49 | |
| Cadence Design Systems (CDNS) | 0.2 | $874k | 2.5k | 351.26 | |
| PNC Financial Services (PNC) | 0.2 | $873k | 4.3k | 200.93 | |
| Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) | 0.2 | $862k | 23k | 38.02 | |
| Rockwell Automation (ROK) | 0.2 | $856k | 2.4k | 349.50 | |
| Wells Fargo & Company (WFC) | 0.2 | $855k | 10k | 83.82 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $851k | 8.5k | 99.94 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $830k | 7.4k | 112.76 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $827k | 2.3k | 353.27 | |
| Micron Technology (MU) | 0.2 | $821k | 4.9k | 167.31 | |
| Cisco Systems (CSCO) | 0.2 | $816k | 12k | 68.41 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.2 | $807k | 5.8k | 140.04 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $798k | 3.1k | 256.53 | |
| Procter & Gamble Company (PG) | 0.2 | $782k | 5.1k | 153.65 | |
| J P Morgan Exchange Traded F Short Dura Core (JSCP) | 0.1 | $760k | 16k | 47.61 | |
| Caterpillar (CAT) | 0.1 | $759k | 1.6k | 477.08 | |
| Travelers Companies (TRV) | 0.1 | $757k | 2.7k | 279.22 | |
| McKesson Corporation (MCK) | 0.1 | $756k | 977.00 | 773.76 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $754k | 8.1k | 93.38 | |
| S&p Global (SPGI) | 0.1 | $748k | 1.5k | 486.91 | |
| Marriott Intl Cl A (MAR) | 0.1 | $742k | 2.8k | 260.49 | |
| Intercontinental Exchange (ICE) | 0.1 | $731k | 4.3k | 168.56 | |
| Vanguard Wellington Us Minimum (VFMV) | 0.1 | $730k | 5.6k | 131.31 | |
| Walt Disney Company (DIS) | 0.1 | $729k | 6.4k | 114.50 | |
| Intuit (INTU) | 0.1 | $711k | 1.0k | 683.16 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $709k | 13k | 53.87 | |
| Pure Storage Cl A (PSTG) | 0.1 | $708k | 8.4k | 83.81 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $702k | 4.7k | 150.87 | |
| Qualcomm (QCOM) | 0.1 | $693k | 4.2k | 166.35 | |
| Coca-Cola Company (KO) | 0.1 | $673k | 10k | 66.33 | |
| Doordash Cl A (DASH) | 0.1 | $672k | 2.5k | 271.99 | |
| Constellation Energy (CEG) | 0.1 | $670k | 2.0k | 329.11 | |
| Intel Corporation (INTC) | 0.1 | $669k | 20k | 33.55 | |
| Builders FirstSource (BLDR) | 0.1 | $654k | 5.4k | 121.25 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $652k | 41k | 16.01 | |
| Roku Com Cl A (ROKU) | 0.1 | $647k | 6.5k | 100.13 | |
| Roblox Corp Cl A (RBLX) | 0.1 | $644k | 4.6k | 138.52 | |
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.1 | $641k | 11k | 56.10 | |
| Progressive Corporation (PGR) | 0.1 | $640k | 2.6k | 246.88 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $639k | 1.4k | 447.23 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $639k | 7.1k | 89.33 | |
| Altria (MO) | 0.1 | $636k | 9.6k | 66.06 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $635k | 20k | 31.53 | |
| Goldman Sachs (GS) | 0.1 | $632k | 793.00 | 796.35 | |
| Metropcs Communications (TMUS) | 0.1 | $629k | 2.6k | 239.33 | |
| General Motors Company (GM) | 0.1 | $626k | 10k | 60.97 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $623k | 836.00 | 745.74 | |
| Vistra Energy (VST) | 0.1 | $609k | 3.1k | 195.89 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $608k | 4.4k | 137.74 | |
| Norfolk Southern (NSC) | 0.1 | $598k | 2.0k | 300.41 | |
| Blackrock (BLK) | 0.1 | $589k | 505.00 | 1165.37 | |
| McDonald's Corporation (MCD) | 0.1 | $583k | 1.9k | 303.89 | |
| Ge Vernova (GEV) | 0.1 | $572k | 930.00 | 614.91 | |
| Amgen (AMGN) | 0.1 | $566k | 2.0k | 282.18 | |
| Fortinet (FTNT) | 0.1 | $559k | 6.7k | 84.08 | |
| Medtronic SHS (MDT) | 0.1 | $559k | 5.9k | 95.29 | |
| MercadoLibre (MELI) | 0.1 | $557k | 238.00 | 2339.02 | |
| General Dynamics Corporation (GD) | 0.1 | $554k | 1.6k | 341.10 | |
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $553k | 6.2k | 88.62 | |
| Eaton Corp SHS (ETN) | 0.1 | $549k | 1.5k | 374.62 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $541k | 7.1k | 76.01 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $540k | 2.9k | 183.80 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $533k | 4.7k | 113.87 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $524k | 1.1k | 486.37 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $520k | 4.1k | 128.24 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $519k | 1.6k | 323.64 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $516k | 3.6k | 142.10 | |
| Tempus Ai Cl A (TEM) | 0.1 | $516k | 6.4k | 80.71 | |
| Pfizer (PFE) | 0.1 | $515k | 20k | 25.48 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $512k | 4.7k | 108.95 | |
| Chubb (CB) | 0.1 | $512k | 1.8k | 282.25 | |
| Curtiss-Wright (CW) | 0.1 | $512k | 943.00 | 542.94 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $512k | 733.00 | 698.00 | |
| Synchrony Financial (SYF) | 0.1 | $505k | 7.1k | 70.88 | |
| Capital One Financial (COF) | 0.1 | $502k | 2.4k | 212.54 | |
| Paypal Holdings (PYPL) | 0.1 | $502k | 7.5k | 67.06 | |
| Amphenol Corp Cl A (APH) | 0.1 | $499k | 4.0k | 123.75 | |
| Tapestry (TPR) | 0.1 | $499k | 4.4k | 113.24 | |
| Datadog Cl A Com (DDOG) | 0.1 | $487k | 3.4k | 142.40 | |
| Dell Technologies CL C (DELL) | 0.1 | $484k | 3.4k | 141.77 | |
| Leidos Holdings (LDOS) | 0.1 | $484k | 2.6k | 188.98 | |
| Sherwin-Williams Company (SHW) | 0.1 | $484k | 1.4k | 346.61 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $477k | 3.9k | 123.74 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $471k | 769.00 | 612.46 | |
| Pulte (PHM) | 0.1 | $470k | 3.6k | 132.06 | |
| Williams Companies (WMB) | 0.1 | $468k | 7.4k | 63.43 | |
| Kla Corp Com New (KLAC) | 0.1 | $466k | 432.00 | 1078.47 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $461k | 2.1k | 215.71 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $454k | 7.0k | 64.81 | |
| Boeing Company (BA) | 0.1 | $447k | 2.1k | 215.83 | |
| Hartford Financial Services (HIG) | 0.1 | $444k | 3.3k | 133.39 | |
| Howmet Aerospace (HWM) | 0.1 | $441k | 2.2k | 196.23 | |
| Linde SHS (LIN) | 0.1 | $441k | 928.00 | 475.00 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $437k | 331.00 | 1318.74 | |
| Ameriprise Financial (AMP) | 0.1 | $435k | 883.00 | 492.89 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $435k | 5.5k | 78.37 | |
| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $432k | 14k | 31.51 | |
| Boston Scientific Corporation (BSX) | 0.1 | $426k | 4.4k | 97.63 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $426k | 1.2k | 365.48 | |
| CVS Caremark Corporation (CVS) | 0.1 | $425k | 5.6k | 75.40 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $419k | 4.8k | 87.21 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $417k | 1.6k | 254.28 | |
| Citigroup Com New (C) | 0.1 | $414k | 4.1k | 101.04 | |
| MetLife (MET) | 0.1 | $411k | 5.0k | 82.48 | |
| United Rentals (URI) | 0.1 | $405k | 424.00 | 955.53 | |
| Ishares Tr Glob Indstrl Etf (EXI) | 0.1 | $400k | 2.3k | 172.76 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $393k | 3.2k | 122.45 | |
| Xylem (XYL) | 0.1 | $391k | 2.6k | 147.50 | |
| AutoNation (AN) | 0.1 | $388k | 1.8k | 218.77 | |
| Emcor (EME) | 0.1 | $385k | 593.00 | 649.55 | |
| Lowe's Companies (LOW) | 0.1 | $385k | 1.5k | 251.97 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $383k | 9.0k | 42.37 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $381k | 4.0k | 95.48 | |
| Union Pacific Corporation (UNP) | 0.1 | $378k | 1.6k | 236.41 | |
| Danaher Corporation (DHR) | 0.1 | $376k | 1.9k | 198.83 | |
| TJX Companies (TJX) | 0.1 | $369k | 2.5k | 144.67 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $365k | 4.2k | 86.30 | |
| At&t (T) | 0.1 | $365k | 13k | 28.24 | |
| Dominion Resources (D) | 0.1 | $363k | 5.9k | 61.17 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $359k | 3.0k | 121.42 | |
| Monster Beverage Corp (MNST) | 0.1 | $356k | 5.3k | 67.31 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $355k | 592.00 | 600.37 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $355k | 1.5k | 241.96 | |
| Sentinelone Cl A (S) | 0.1 | $355k | 20k | 17.61 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $353k | 1.4k | 249.06 | |
| AvalonBay Communities (AVB) | 0.1 | $353k | 1.8k | 193.17 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $352k | 644.00 | 546.76 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $351k | 13k | 27.77 | |
| Expedia Group Com New (EXPE) | 0.1 | $348k | 1.6k | 213.79 | |
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.1 | $348k | 8.9k | 39.18 | |
| Jabil Circuit (JBL) | 0.1 | $348k | 1.6k | 217.21 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $347k | 1.3k | 271.02 | |
| Booking Holdings (BKNG) | 0.1 | $347k | 64.00 | 5418.48 | |
| Ishares Tr Expanded Tech (IGV) | 0.1 | $346k | 3.0k | 115.01 | |
| Gilead Sciences (GILD) | 0.1 | $345k | 3.1k | 111.00 | |
| Vanguard World Financials Etf (VFH) | 0.1 | $340k | 2.6k | 131.24 | |
| Kilroy Realty Corporation (KRC) | 0.1 | $338k | 8.0k | 42.25 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $336k | 5.8k | 57.53 | |
| Simon Property (SPG) | 0.1 | $331k | 1.8k | 187.70 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $327k | 1.6k | 209.32 | |
| Garmin SHS (GRMN) | 0.1 | $320k | 1.3k | 246.22 | |
| Teradyne (TER) | 0.1 | $319k | 2.3k | 137.64 | |
| eBay (EBAY) | 0.1 | $318k | 3.5k | 90.95 | |
| Carrier Global Corporation (CARR) | 0.1 | $317k | 5.3k | 59.70 | |
| Ishares Tr Msci China Etf (MCHI) | 0.1 | $315k | 4.8k | 65.85 | |
| Autodesk (ADSK) | 0.1 | $312k | 984.00 | 317.51 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $311k | 2.9k | 107.26 | |
| Shift4 Pmts Cl A (FOUR) | 0.1 | $309k | 4.0k | 77.40 | |
| Verizon Communications (VZ) | 0.1 | $308k | 7.0k | 43.96 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $307k | 784.00 | 391.64 | |
| Cummins (CMI) | 0.1 | $307k | 727.00 | 421.82 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $304k | 5.5k | 55.33 | |
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $304k | 6.5k | 46.71 | |
| Nike CL B (NKE) | 0.1 | $303k | 4.3k | 69.73 | |
| Honeywell International (HON) | 0.1 | $301k | 1.4k | 210.82 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $294k | 590.00 | 498.70 | |
| Sea Sponsord Ads (SE) | 0.1 | $294k | 1.6k | 178.75 | |
| Cirrus Logic (CRUS) | 0.1 | $293k | 2.3k | 125.29 | |
| Kraft Heinz (KHC) | 0.1 | $292k | 11k | 26.04 | |
| O'reilly Automotive (ORLY) | 0.1 | $287k | 2.7k | 107.83 | |
| Toro Company (TTC) | 0.1 | $286k | 3.8k | 76.20 | |
| American Intl Group Com New (AIG) | 0.1 | $285k | 3.6k | 78.80 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $284k | 3.2k | 89.67 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $284k | 3.6k | 79.79 | |
| 10x Genomics Cl A Com (TXG) | 0.1 | $283k | 24k | 11.69 | |
| Paylocity Holding Corporation (PCTY) | 0.1 | $281k | 1.8k | 159.27 | |
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $281k | 2.4k | 118.37 | |
| Zoom Communications Cl A (ZM) | 0.1 | $279k | 3.4k | 82.50 | |
| Proshares Tr Bitcoin Etf (BITO) | 0.1 | $279k | 14k | 19.68 | |
| Illumina (ILMN) | 0.1 | $277k | 2.9k | 94.97 | |
| Hershey Company (HSY) | 0.1 | $276k | 1.5k | 187.05 | |
| Ishares Tr U.s. Insrnce Etf (IAK) | 0.1 | $276k | 2.1k | 134.03 | |
| Super Micro Computer Com New (SMCI) | 0.1 | $271k | 5.7k | 47.94 | |
| Marvell Technology (MRVL) | 0.1 | $270k | 3.2k | 84.07 | |
| Deere & Company (DE) | 0.1 | $270k | 590.00 | 457.64 | |
| The Trade Desk Com Cl A (TTD) | 0.1 | $268k | 5.5k | 49.01 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $267k | 6.0k | 44.48 | |
| Block Cl A (XYZ) | 0.1 | $267k | 3.7k | 72.27 | |
| Northern Trust Corporation (NTRS) | 0.1 | $266k | 2.0k | 134.62 | |
| Colgate-Palmolive Company (CL) | 0.1 | $264k | 3.3k | 79.94 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $263k | 347.00 | 758.34 | |
| Cognex Corporation (CGNX) | 0.1 | $263k | 5.8k | 45.30 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $261k | 2.9k | 91.37 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $259k | 2.6k | 101.37 | |
| Skyworks Solutions (SWKS) | 0.1 | $259k | 3.4k | 76.98 | |
| Rollins (ROL) | 0.1 | $259k | 4.4k | 58.74 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $257k | 2.3k | 109.63 | |
| State Street Corporation (STT) | 0.1 | $256k | 2.2k | 116.00 | |
| Tetra Tech (TTEK) | 0.1 | $256k | 7.7k | 33.38 | |
| ConocoPhillips (COP) | 0.1 | $255k | 2.7k | 95.17 | |
| Stryker Corporation (SYK) | 0.0 | $254k | 687.00 | 369.67 | |
| Jacobs Engineering Group (J) | 0.0 | $253k | 1.7k | 149.86 | |
| Procore Technologies (PCOR) | 0.0 | $251k | 3.4k | 72.92 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $250k | 3.5k | 71.37 | |
| Dynatrace Com New (DT) | 0.0 | $249k | 5.1k | 48.45 | |
| Masco Corporation (MAS) | 0.0 | $249k | 3.5k | 70.38 | |
| Analog Devices (ADI) | 0.0 | $249k | 1.0k | 245.81 | |
| Okta Cl A (OKTA) | 0.0 | $247k | 2.7k | 91.70 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $247k | 3.2k | 76.70 | |
| Paccar (PCAR) | 0.0 | $242k | 2.5k | 98.32 | |
| Enbridge (ENB) | 0.0 | $241k | 4.8k | 50.47 | |
| Ralph Lauren Corp Cl A (RL) | 0.0 | $240k | 766.00 | 313.56 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $239k | 1.1k | 219.53 | |
| Travel Leisure Ord (TNL) | 0.0 | $239k | 4.0k | 59.49 | |
| Armstrong World Industries (AWI) | 0.0 | $239k | 1.2k | 196.01 | |
| Boyd Gaming Corporation (BYD) | 0.0 | $238k | 2.7k | 86.45 | |
| CF Industries Holdings (CF) | 0.0 | $237k | 2.6k | 89.69 | |
| Valero Energy Corporation (VLO) | 0.0 | $236k | 1.4k | 170.19 | |
| Emerson Electric (EMR) | 0.0 | $236k | 1.8k | 131.18 | |
| ResMed (RMD) | 0.0 | $232k | 849.00 | 273.73 | |
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $228k | 4.8k | 47.52 | |
| Generac Holdings (GNRC) | 0.0 | $223k | 1.3k | 167.40 | |
| Dupont De Nemours (DD) | 0.0 | $222k | 2.9k | 77.89 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $220k | 1.2k | 190.50 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $217k | 729.00 | 297.91 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $216k | 5.5k | 39.22 | |
| Southern Company (SO) | 0.0 | $215k | 2.3k | 94.78 | |
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $214k | 1.1k | 187.73 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $214k | 4.4k | 48.72 | |
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $212k | 5.0k | 42.47 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $212k | 1.1k | 201.53 | |
| Sofi Technologies (SOFI) | 0.0 | $211k | 8.0k | 26.42 | |
| Owens Corning (OC) | 0.0 | $209k | 1.5k | 141.46 | |
| DaVita (DVA) | 0.0 | $209k | 1.6k | 132.87 | |
| Zoetis Cl A (ZTS) | 0.0 | $209k | 1.4k | 146.32 | |
| General Mills (GIS) | 0.0 | $208k | 4.1k | 50.43 | |
| Illinois Tool Works (ITW) | 0.0 | $207k | 795.00 | 260.76 | |
| Mohawk Industries (MHK) | 0.0 | $207k | 1.6k | 128.92 | |
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.0 | $206k | 4.0k | 51.93 | |
| Sap Se Spon Adr (SAP) | 0.0 | $206k | 769.00 | 267.21 | |
| Twilio Cl A (TWLO) | 0.0 | $205k | 2.0k | 100.09 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $204k | 1.2k | 170.78 | |
| Humana (HUM) | 0.0 | $204k | 784.00 | 260.17 | |
| International Paper Company (IP) | 0.0 | $204k | 4.4k | 46.40 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $203k | 862.00 | 235.76 | |
| Cyberark Software SHS (CYBR) | 0.0 | $203k | 420.00 | 483.15 | |
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $203k | 4.4k | 45.67 | |
| Waste Management (WM) | 0.0 | $203k | 918.00 | 220.83 | |
| Corning Incorporated (GLW) | 0.0 | $202k | 2.5k | 82.03 | |
| Fidelity National Information Services (FIS) | 0.0 | $202k | 3.1k | 65.94 | |
| Intellia Therapeutics (NTLA) | 0.0 | $202k | 12k | 17.27 | |
| F5 Networks (FFIV) | 0.0 | $202k | 624.00 | 323.19 | |
| Exelon Corporation (EXC) | 0.0 | $200k | 4.5k | 45.01 | |
| Ford Motor Company (F) | 0.0 | $170k | 14k | 11.96 | |
| Archer Aviation Com Cl A (ACHR) | 0.0 | $158k | 16k | 9.58 | |
| American Airls (AAL) | 0.0 | $120k | 11k | 11.24 | |
| Zoominfo Technologies Common Stock (GTM) | 0.0 | $114k | 11k | 10.91 | |
| Banco Santander Adr (SAN) | 0.0 | $114k | 11k | 10.48 | |
| Grab Holdings Class A Ord (GRAB) | 0.0 | $111k | 19k | 6.02 | |
| Adt (ADT) | 0.0 | $96k | 11k | 8.71 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $93k | 19k | 4.88 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $76k | 11k | 6.70 | |
| Newell Rubbermaid (NWL) | 0.0 | $74k | 14k | 5.24 | |
| Borr Drilling SHS (BORR) | 0.0 | $36k | 14k | 2.69 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $27k | 10k | 2.63 | |
| Pacific Biosciences of California (PACB) | 0.0 | $23k | 18k | 1.28 |