Investment Research & Advisory Group

Investment Research & Advisory Group as of March 31, 2026

Portfolio Holdings for Investment Research & Advisory Group

Investment Research & Advisory Group holds 277 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.0 $20M 76k 257.11
Alphabet Inc Class Class A Cap Stk Cl A (GOOGL) 5.6 $12M 42k 293.32
NVIDIA Corporation (NVDA) 5.3 $12M 64k 179.85
Amazon (AMZN) 4.0 $8.6M 41k 209.07
Microsoft Corporation (MSFT) 3.6 $7.9M 21k 370.17
JPMorgan Chase & Co. (JPM) 3.5 $7.6M 26k 294.95
Mastercard Inc Class Class A Cl A (MA) 3.1 $6.8M 14k 499.65
Eli Lilly & Co. (LLY) 3.1 $6.8M 7.4k 922.13
Charles Schwab Corporation (SCHW) 2.9 $6.3M 67k 94.07
Visa Inc Class Class A Com Cl A (V) 2.8 $6.0M 20k 302.24
Meta Platforms Inc Class Class A Cl A (META) 2.6 $5.6M 9.8k 574.29
Johnson & Johnson (JNJ) 2.5 $5.3M 22k 245.48
BlackRock 2.4 $5.1M 5.3k 962.40
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord N Y Registery Shs (ASML) 2.3 $5.0M 3.8k 1320.83
Costco Wholesale Corporation (COST) 2.2 $4.9M 4.9k 999.02
Chubb (CB) 2.1 $4.7M 14k 326.49
General Electric (GE) 2.0 $4.4M 15k 284.32
Uber Technologies (UBER) 1.9 $4.2M 58k 71.93
General Dynamics Corporation (GD) 1.8 $3.9M 11k 343.46
Berkshire Hathaway Class B Cl B New (BRK.B) 1.7 $3.7M 7.6k 486.87
Netflix (NFLX) 1.7 $3.6M 38k 96.23
Philip Morris International (PM) 1.6 $3.5M 21k 166.22
Lockheed Martin Corporation (LMT) 1.6 $3.4M 5.6k 605.93
Iqvia Holdings (IQV) 1.4 $3.1M 18k 170.58
Starbucks Corporation (SBUX) 1.4 $3.1M 34k 89.69
Caterpillar (CAT) 1.4 $3.1M 4.3k 710.45
salesforce (CRM) 1.4 $3.0M 16k 187.04
Boeing Company (BA) 1.4 $3.0M 15k 199.03
Booking Holdings (BKNG) 1.3 $2.8M 657.00 4209.06
Vanguard Small-cap Indexfund Etf Shares Small Cp Etf (VB) 1.3 $2.7M 10k 261.93
Vanguard Russell 2000 Index Fund Etf Shares Vng Rus2000idx (VTWO) 1.2 $2.7M 27k 100.17
Veeva Sys Inc Class Class A Cl A Com (VEEV) 1.1 $2.4M 14k 175.73
State Street Spdr S&p 500 Etf Trust Spdr S&p 500 Etf (SPYX) 1.0 $2.1M 3.2k 650.35
Archer Daniels Midland Company (ADM) 0.9 $1.9M 26k 72.77
Palo Alto Networks (PANW) 0.9 $1.9M 12k 160.32
Ge Vernova (GEV) 0.8 $1.8M 2.1k 875.74
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.8 $1.7M 19k 90.53
Clorox Company (CLX) 0.7 $1.6M 16k 103.63
Thermo Fisher Scientific (TMO) 0.7 $1.6M 3.3k 494.11
Danaher Corporation (DHR) 0.6 $1.3M 6.8k 189.60
Shopify Inc Fclass Class A Cl A (SHOP) 0.6 $1.3M 11k 118.62
Vanguard Total Bond Market Index Fund Etf Shares Total Bnd Mkt (BND) 0.6 $1.2M 16k 73.64
Alphabet Inc Class Class C Cap Stk Cl C (GOOG) 0.5 $1.2M 3.9k 294.66
Vanguard Total International Stock Index Fund Etf Shares Vg Tl Intl Stk F (VXUS) 0.5 $1.1M 15k 77.11
Kkr & Co (KKR) 0.5 $987k 11k 92.63
Ishares Core S&p Mid-capetf Core S&p Mcp Etf (IJH) 0.4 $952k 14k 67.53
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG) 0.4 $936k 13k 69.76
Ishares Core S&p 500 Etf Core S&p 500 Etf (IVV) 0.4 $911k 1.4k 653.32
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW) 0.4 $800k 7.1k 113.11
Home Depot (HD) 0.4 $768k 2.3k 328.93
Vanguard Ftse All-world Ex-us Index Fund Etf Shares Allwrld Ex Us Etf (VEU) 0.3 $760k 9.5k 79.94
Merck & Co (MRK) 0.3 $756k 6.2k 121.57
Vanguard Energy Index Fund Etf Shares Energy Etf (VDE) 0.3 $706k 4.1k 173.06
Globe Life (GL) 0.3 $664k 4.8k 139.21
Vanguard Mega Cap Value Index Fund Etf Shares Mega Cap Val Etf (MGV) 0.3 $551k 3.8k 144.96
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) 0.3 $547k 2.6k 211.18
State Street Spdr Portfolio High Yield Bond Etf Portfli High Yld Etf (SPHY) 0.2 $461k 20k 23.32
Choice Hotels International (CHH) 0.2 $440k 4.2k 103.50
FedEx Corporation (FDX) 0.2 $427k 1.2k 358.30
Tesla Motors (TSLA) 0.2 $386k 972.00 397.37
Independence Realty Trust In (IRT) 0.2 $377k 25k 14.89
Broadcom (AVGO) 0.2 $352k 1.1k 329.45
Coca-Cola Company (KO) 0.1 $325k 4.1k 78.49
Vulcan Materials Company (VMC) 0.1 $305k 1.1k 273.57
Lowe's Companies (LOW) 0.1 $277k 1.1k 241.51
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR) 0.1 $274k 2.1k 133.50
Pinnacle Financial Partners 0.1 $265k 3.1k 86.16
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV) 0.1 $259k 2.3k 110.45
Call Vngrd S&p 500 $625 Exp 04/24/26 Call Call Option (VOO) 0.1 $252k 116k 2.18
Bank of America Corporation (BAC) 0.1 $249k 4.8k 51.42
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk Etf 0.1 $245k 1.7k 142.43
Principal Financial (PFG) 0.1 $238k 2.6k 90.38
Vanguard Small-cap Valueindex Fund Etf Shares Sm Cp Val Etf (VBR) 0.1 $230k 1.1k 217.33
Vanguard Small-cap Growth Index Fund Etf Shares Sml Cp Grw Etf (VBK) 0.1 $224k 741.00 302.25
Abbvie (ABBV) 0.1 $203k 891.00 227.58
Goldman Sachs (GS) 0.1 $191k 218.00 877.77
Amgen (AMGN) 0.1 $180k 490.00 366.38
McDonald's Corporation (MCD) 0.1 $173k 526.00 328.45
Invesco S&p 500 Equal Weight Etf S&P500 (RSP) 0.1 $161k 838.00 191.92
Wal-Mart Stores (WMT) 0.1 $158k 1.2k 136.67
Lam Resh Corp Com New (LRCX) 0.1 $153k 679.00 225.50
State Street Technology Select Sector Spdr Etf Technology (XLK) 0.1 $143k 729.00 196.72
State Street Spdr S&p Dividend Etf S&p Divid Etf (SDY) 0.1 $143k 982.00 145.92
Brookfield Corp Fclass A Cl A Ltd Vt Sh (BN) 0.1 $137k 3.4k 40.47
Citigroup Com New (C) 0.1 $135k 1.1k 118.45
Crowdstrike Hldgs Inc Class A Cl A (CRWD) 0.1 $134k 342.00 390.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $133k 231.00 576.66
Vaneck Semiconductor Etf Semiconductr Etf (SMH) 0.1 $129k 336.00 383.26
Vanguard Total Stock Market Index Fund Etf Shares Total Stk Mkt (VTI) 0.1 $121k 376.00 320.95
Micron Technology (MU) 0.1 $120k 330.00 363.43
Arista Networks 0.1 $115k 905.00 127.53
Vanguard Total International Bond Indexfund Etf Shares Total Int Bd Etf (BNDX) 0.0 $107k 2.2k 48.06
At&t (T) 0.0 $106k 3.5k 30.33
Raytheon Technologies Corp (RTX) 0.0 $106k 513.00 206.81
Wells Fargo & Co Com New (WFC) 0.0 $104k 1.2k 84.71
Invesco Rafi Us 1000 Etf Rafi Us 1000 Etf (PRF) 0.0 $101k 2.1k 47.54
Duke Energy Corp Com New (DUK) 0.0 $92k 649.00 142.14
Sofi Technologies Note (SOFI) 0.0 $91k 5.7k 15.88
American Tower Reit (AMT) 0.0 $89k 513.00 172.64
Chevron Corporation (CVX) 0.0 $87k 380.00 229.77
Dimensional International Value Etf Internatnal Val (DFIV) 0.0 $84k 1.6k 52.78
Exxon Mobil Corporation (XOM) 0.0 $84k 387.00 216.13
Truist Financial Corp equities (TFC) 0.0 $81k 1.7k 48.98
Constellation Energy (CEG) 0.0 $78k 277.00 282.27
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ) 0.0 $76k 1.0k 75.19
State Street Spdr S&p Midcap 400 Etf Trust Midcap 40 (MDY) 0.0 $75k 122.00 614.30
Palantir Technologies Inclass Class A Cl A (PLTR) 0.0 $71k 432.00 164.56
Altria (MO) 0.0 $70k 912.00 76.90
Alcoa (AA) 0.0 $68k 1.0k 66.32
Gilead Sciences (GILD) 0.0 $68k 408.00 166.39
State Street Financial Select Sector Spdr Etf Financial (XLF) 0.0 $67k 483.00 139.55
State Street Spdr Portfolio S&p 500 Growthetf State Street Spd (SPYG) 0.0 $64k 657.00 97.92
Procter & Gamble Company (PG) 0.0 $63k 430.00 146.12
Guardian Pharmacy Svcs Iclass A Cl A (GRDN) 0.0 $63k 1.7k 37.66
Reddit Inc Class A Cl A (RDDT) 0.0 $58k 430.00 134.65
Southern Company (SO) 0.0 $58k 504.00 114.71
State Street Spdr Portfolio S&p 500 Value Etf Ut Ser 1 (SPYV) 0.0 $58k 1.0k 56.58
Occidental Petroleum Corporation (OXY) 0.0 $56k 856.00 65.43
Air Products & Chemicals (APD) 0.0 $56k 189.00 296.07
Pepsi (PEP) 0.0 $55k 324.00 170.91
Brown & Brown (BRO) 0.0 $55k 835.00 65.21
Accenture Plc Ireland Fclass Class A Shs Class A (ACN) 0.0 $53k 267.00 198.29
First Trust Nasdaq Cybersecurity Etf Nasdaq Cyb Etf (CIBR) 0.0 $53k 840.00 62.68
Invesco S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV) 0.0 $51k 691.00 73.14
State Street Health Careselect Sector Spdr Etf Sbi Healthcare (XLV) 0.0 $51k 145.00 348.34
Avantis International Equity Etf Intl Eqt Etf (AVDE) 0.0 $50k 589.00 84.84
Select Sector Spdr Tr Communic etfeqty (XLC) 0.0 $49k 135.00 363.81
Walt Disney Company (DIS) 0.0 $49k 504.00 96.43
Invesco Nasdaq Next Gen 100 Etf Nasdaqnxtgen100 (QQQJ) 0.0 $48k 1.3k 36.20
Exelon Corporation (EXC) 0.0 $48k 900.00 53.16
Oracle Corporation (ORCL) 0.0 $48k 325.00 147.18
Adobe Systems Incorporated (ADBE) 0.0 $46k 188.00 243.08
State Street Spdr Portfolio Developed World Ex-us Etf State Street Spd (SPDW) 0.0 $44k 954.00 45.67
Hartford Total Return Bond Etf Total Rtrn Etf (HTRB) 0.0 $43k 1.3k 33.74
Cirrus Logic (CRUS) 0.0 $43k 300.00 144.62
Performance Food (PFGC) 0.0 $43k 500.00 85.66
State Street Consumer Discretionary Select Sector Spdr Etf Sbi Cons Discr (XLY) 0.0 $42k 286.00 146.23
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (NVO) 0.0 $41k 1.1k 36.75
Fidelity Limited Term Bond Etf Ltd Trm Bd Etf (FLTB) 0.0 $41k 811.00 50.27
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fu 0-5 High Yield (HYS) 0.0 $40k 429.00 93.27
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 0.0 $39k 403.00 97.13
Cisco Systems (CSCO) 0.0 $39k 406.00 94.84
Delta Air Lines Inc Del Com N Ew (DAL) 0.0 $38k 552.00 69.49
Grayscale Bitcoin Mini Trust Etf Shs Rep Com Ut (GBTC) 0.0 $38k 1.3k 29.99
Target Corporation (TGT) 0.0 $38k 294.00 127.80
Eaton Corp Plc F SHS (ETN) 0.0 $37k 100.00 371.98
American Express Company (AXP) 0.0 $37k 113.00 324.04
Realty Income (O) 0.0 $34k 502.00 66.82
State Street Spdr Portfolio S&p 500 Etf State Street Spd (SPYM) 0.0 $33k 430.00 76.54
Nuscale Pwr Corp Class A Cl A Com (SMR) 0.0 $33k 3.0k 10.84
Automatic Data Processing (ADP) 0.0 $33k 125.00 261.70
State Street Spdr Dow Jones Industrial Averageetf Trust Ut Ser 1 (DIA) 0.0 $32k 70.00 463.19
Vanguard Dividend Appreciation Index Fund Etf Shares Div App Etf (VIG) 0.0 $30k 141.00 215.06
Murphy Usa (MUSA) 0.0 $30k 61.00 496.25
O'reilly Automotive (ORLY) 0.0 $29k 240.00 120.77
Vanguard Mid-cap Value Index Fund Etf Shares Mcap Vl Idxvip (VOE) 0.0 $29k 157.00 184.28
Carrier Global Corporation (CARR) 0.0 $27k 451.00 59.18
Mohawk Industries (MHK) 0.0 $27k 269.00 98.46
Emerson Electric (EMR) 0.0 $26k 201.00 131.02
Servicenow (NOW) 0.0 $26k 245.00 104.55
Autodesk (ADSK) 0.0 $25k 97.00 259.14
Brookfield Asset Mgmt Fclass A Cl A Exch Lt Vtg 0.0 $25k 565.00 44.45
Strategy Shares Gold-hedged Bond Etf Gold Enhanced Et (GOLY) 0.0 $25k 845.00 29.45
Ishares Msci China Etf Msci China Etf (MCHI) 0.0 $25k 439.00 56.18
Crh Public Limited Co F Adr 0.0 $23k 200.00 117.21
Mondelez Intl Inc Class A Cl A (MDLZ) 0.0 $23k 340.00 68.66
Columbia Em Core Ex-china Etf Em Core Ex Etf (XCEM) 0.0 $23k 569.00 40.81
Vanguard Russell 1000 Growth Index Fund Etf Shares Vng Rus1000grw (VONG) 0.0 $23k 205.00 109.69
Otis Worldwide Corp (OTIS) 0.0 $22k 290.00 77.08
General Motors Company (GM) 0.0 $22k 268.00 83.02
Warner Bros Discovery Inclass Series A Com Ser A (WBD) 0.0 $22k 611.00 35.46
Nu Hldgs Ltd Fclass Class A Ord Shs Cl A (NU) 0.0 $22k 1.5k 14.37
Advanced Micro Devices (AMD) 0.0 $21k 59.00 362.03
State Street Spdr Portfolio Emerging Markets Etf SPD (SPEM) 0.0 $21k 452.00 46.91
Dover Corporation (DOV) 0.0 $21k 91.00 230.26
Ishares Russell 2000 Etf Russell 2000 Etf (IWM) 0.0 $21k 83.00 246.95
State Street Corporation (STT) 0.0 $20k 145.00 137.88
Baker Hughes Co. A Class Class A Cl A (BKR) 0.0 $20k 291.00 67.01
Kimberly-Clark Corporation (KMB) 0.0 $19k 197.00 96.47
Robinhood Mkts Inc Class Class A Com Cl A (HOOD) 0.0 $19k 269.00 69.30
Pfizer (PFE) 0.0 $18k 523.00 34.33
Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG) 0.0 $18k 616.00 29.12
ConocoPhillips (COP) 0.0 $18k 76.00 234.04
UnitedHealth (UNH) 0.0 $18k 18.00 977.11
IDEXX Laboratories (IDXX) 0.0 $17k 27.00 645.15
MercadoLibre (MELI) 0.0 $17k 10.00 1729.00
Hormel Foods Corporation (HRL) 0.0 $17k 754.00 22.66
Northrop Grumman Corporation (NOC) 0.0 $17k 16.00 1059.12
Schwab U.s. Broad Marketetf Us Brd Mkt Etf (SCHB) 0.0 $17k 662.00 25.11
Intel Corporation (INTC) 0.0 $16k 251.00 63.12
Emcor (EME) 0.0 $16k 13.00 1193.62
Shell Plc Ftender Offer Exp: Spon Ads (SHEL) 0.0 $15k 165.00 93.00
Abbott Laboratories (ABT) 0.0 $14k 135.00 102.84
Medtronic Plc F SHS (MDT) 0.0 $13k 109.00 120.83
Vanguard Ftse Developed Markets Index Fund Etf Shares Van Ftse Dev Mkt (VEA) 0.0 $13k 204.00 64.13
Service Corporation International (SCI) 0.0 $13k 159.00 82.28
Zoetis Inc Class Class A Cl A (ZTS) 0.0 $13k 109.00 118.49
FirstEnergy (FE) 0.0 $12k 220.00 53.65
CarMax (KMX) 0.0 $12k 283.00 41.58
Corteva (CTVA) 0.0 $12k 93.00 126.01
Prudential Financial (PRU) 0.0 $11k 101.00 110.55
Vanguard Short-term Bondindex Fund Etf Shares Short Trm Bond (BSV) 0.0 $11k 139.00 78.33
Prologis (PLD) 0.0 $10k 50.00 206.20
Invesco Rafi Developed Markets Ex-u.s. Etf Rafi Dvlpd Mrkts (PXF) 0.0 $10k 146.00 69.92
Sea Ltd Funsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (SE) 0.0 $9.6k 116.00 82.81
Morgan Stanley Com New (MS) 0.0 $9.4k 18.00 521.11
Airbnb Inc Class A Com Cl A (ABNB) 0.0 $8.8k 55.00 160.73
State Street Industrial Select Sector Spdr Etf Ind (XLI) 0.0 $8.6k 53.00 162.57
Ge Healthcare Technologi Common Stock (GEHC) 0.0 $8.2k 110.00 74.42
Wisdomtree India Earnings Fund India Erngs Fd (EPI) 0.0 $8.2k 200.00 40.80
Dex (DXCM) 0.0 $7.0k 100.00 70.34
CSX Corporation (CSX) 0.0 $6.9k 126.00 54.68
Gartner (IT) 0.0 $6.8k 43.00 158.35
Block Inc A Class Class A Cl A (XYZ) 0.0 $6.8k 98.00 69.39
Invesco Buyback Achievers Etf Buyback Achiev (PKW) 0.0 $6.6k 50.00 131.24
Wingstop (WING) 0.0 $6.5k 42.00 155.71
Unusual Whales Subversive Democratic Trading Etf Unusual Subversi (NANC) 0.0 $6.4k 152.00 42.29
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $6.2k 161.00 38.42
Qnity Electronics Common Stock (Q) 0.0 $5.8k 46.00 125.41
Hershey Company (HSY) 0.0 $5.7k 23.00 249.96
Vanguard High Dividend Yield Index Fund Etf Shares High Div Yld (VYM) 0.0 $5.6k 38.00 148.11
Dupont De Nemours (DD) 0.0 $5.5k 93.00 59.59
Republic Services (RSG) 0.0 $5.3k 17.00 309.18
Vanguard Mid-cap Index Fund Etf Shares Mid Cap Etf (VO) 0.0 $4.9k 17.00 287.18
Dow (DOW) 0.0 $4.8k 93.00 51.95
Kraft Heinz (KHC) 0.0 $4.7k 210.00 22.49
Freeport-mcmoran CL B (FCX) 0.0 $4.5k 49.00 92.37
Match Group (MTCH) 0.0 $4.4k 145.00 30.62
Lululemon Athletica (LULU) 0.0 $4.3k 28.00 153.11
Enterprise Products Partners (EPD) 0.0 $3.9k 103.00 37.80
Ark Autonomous Technology & Robotics Etf Autnmus Technlgy (ARKQ) 0.0 $3.6k 32.00 112.44
Atlassian Corp Class A Cl A 0.0 $3.1k 45.00 68.24
Advisorshares Pure Us Cannabis Etf Pure Us Cannabis (MSOS) 0.0 $2.8k 800.00 3.55
3M Company (MMM) 0.0 $2.8k 12.00 232.75
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Adr (TSM) 0.0 $2.7k 8.00 338.00
Intercontinental Hotel Funsponsored Adr 1 Adr Reps 1 Ord Sponsored Ads (IHG) 0.0 $2.5k 19.00 133.47
Joby Aviation Inc Fclass A Common Stock (JOBY) 0.0 $2.5k 300.00 8.26
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Spon Adr New 0.0 $2.4k 43.00 56.98
Protalix Biotherapeutics (PLX) 0.0 $2.2k 1.0k 2.17
Solaredge Technologies (SEDG) 0.0 $1.9k 38.00 51.05
Apollo Global Mgmt (APO) 0.0 $1.9k 5.00 378.80
Blue Owl Cap Inc Class A Com Cl A (OWL) 0.0 $1.8k 200.00 9.13
Ford Motor Company (F) 0.0 $1.8k 12.00 151.00
BlackRock Global Energy & Resources Trus (BGR) 0.0 $1.8k 102.00 17.31
Strategy Inc Class A Cl A New (MSTR) 0.0 $1.5k 5.00 299.60
Rivian Automotive Inc Class Class A Cl A (RBLX) 0.0 $1.4k 53.00 26.98
Brookfield Business Co Fclass A Cl A Exc Sub Vtg 0.0 $1.4k 45.00 31.64
Vanguard Mid-cap Growth Index Fund Etf Shares Mcap Gr Idxvip (VOT) 0.0 $1.3k 5.00 257.40
Mfa Finl Inc Reit Note (MFA) 0.0 $1.3k 132.00 9.61
International Business Machines (IBM) 0.0 $1.2k 1.00 1240.00
Jpmorgan Hedged Equity Laddered Overlay Etf Hedged Equity La (HELO) 0.0 $1.2k 19.00 63.89
Peloton Interactive Inc Class Class A Com Cl A (PTON) 0.0 $1.1k 260.00 4.29
Xrp Etf Xrp Etf (XRPI) 0.0 $1.1k 146.00 7.58
Viatris (VTRS) 0.0 $1.1k 43.00 25.14
Ondas Com New (ONDS) 0.0 $994.004000 110.00 9.04
Spotify Technology S A F SHS (SPOT) 0.0 $970.000000 2.00 485.00
Ishares Msci India Etf Msci India Etf (INDA) 0.0 $937.000000 20.00 46.85
Brookfield Wealth So A Fclass A Cl A Exchangeab (BNT) 0.0 $911.000200 22.00 41.41
State Street Spdr S&p 600 Small Cap Growth Etf State Street Spd (SLYG) 0.0 $870.000300 9.00 96.67
United States Antimony (UAMY) 0.0 $681.002400 78.00 8.73
Oklo Inc Class A Com Cl A (OKLO) 0.0 $446.000400 9.00 49.56
Occidental Pete C 27 Wtswarrants Exp 08/03/27 *w Exp 08/03/202 (OXY.WS) 0.0 $299.999700 7.00 42.86
Aercap Holdings N V F SHS (AER) 0.0 $274.000000 2.00 137.00
Coreweave Inc Class A Com Cl A (CRWV) 0.0 $231.999900 3.00 77.33
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Sponsored Adr (BP) 0.0 $188.000000 4.00 47.00
Scotts Miracle-gro Cl A (SMG) 0.0 $182.000100 3.00 60.67
Principal U.s. Small-capetf Prin U S Small (PSC) 0.0 $171.999900 3.00 57.33
Broadridge Financial Solutions (BR) 0.0 $163.000000 1.00 163.00
Schwab U.s. Dividend Equity Etf Us Dividend Eq (SCHD) 0.0 $158.000000 5.00 31.60
Rocket Cos (RKT) 0.0 $156.999700 11.00 14.27
Epsium Enterprise Ltd Fclass A Ord Shs Cl A (EPSM) 0.0 $126.999000 90.00 1.41
State Street Spdr Portfolio S&p 400 Mid Cap Etf Portfolio S&p400 (SPMD) 0.0 $120.000000 2.00 60.00
Revolve Group Inc Class A Cl A (RVLV) 0.0 $113.000000 5.00 22.60
Fidelity Enhanced International Etf Enhanced Intl (FENI) 0.0 $76.000000 2.00 38.00
Eaton Vance Total Returnbond Etf Eaton Vance Tota (EVTR) 0.0 $53.000000 1.00 53.00
Victoryshares Core Intermediate Bond Etf Core Intermediat (UITB) 0.0 $47.000000 1.00 47.00
Canopy Gro 0.0 $5.000000 5.00 1.00