Jackson, Grant Investment Advisers as of June 30, 2024
Portfolio Holdings for Jackson, Grant Investment Advisers
Jackson, Grant Investment Advisers holds 394 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 13.5 | $34M | 62k | 544.22 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 9.2 | $23M | 179k | 127.18 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 9.0 | $22M | 136k | 164.28 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 7.2 | $18M | 98k | 182.55 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 4.8 | $12M | 50k | 242.10 | |
| Microsoft Corporation (MSFT) | 3.1 | $7.7M | 17k | 446.96 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.8 | $6.9M | 106k | 64.95 | |
| Abbvie (ABBV) | 2.1 | $5.3M | 31k | 171.52 | |
| Procter & Gamble Company (PG) | 2.0 | $5.0M | 30k | 164.92 | |
| Ishares Tr Select Divid Etf (DVY) | 1.9 | $4.8M | 40k | 120.98 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.9 | $4.7M | 73k | 64.00 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 1.9 | $4.6M | 147k | 31.55 | |
| Apple (AAPL) | 1.8 | $4.6M | 22k | 210.62 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.7 | $4.3M | 45k | 97.07 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $4.0M | 7.3k | 547.23 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $3.8M | 7.6k | 500.10 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.5 | $3.7M | 20k | 182.40 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.4 | $3.4M | 24k | 145.75 | |
| Eli Lilly & Co. (LLY) | 1.0 | $2.5M | 2.8k | 905.49 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.0 | $2.4M | 25k | 96.13 | |
| TJX Companies (TJX) | 1.0 | $2.4M | 22k | 110.10 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $2.2M | 8.1k | 267.49 | |
| Johnson & Johnson (JNJ) | 0.8 | $2.1M | 14k | 146.16 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $2.1M | 10k | 202.89 | |
| McDonald's Corporation (MCD) | 0.8 | $1.9M | 7.3k | 254.85 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.6M | 14k | 115.12 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.6M | 3.9k | 406.83 | |
| Select Sector Spdr Tr Technology (XLK) | 0.6 | $1.5M | 6.8k | 226.24 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.6 | $1.5M | 14k | 108.70 | |
| Merck & Co (MRK) | 0.6 | $1.5M | 12k | 123.80 | |
| Coca-Cola Company (KO) | 0.6 | $1.4M | 22k | 63.65 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $1.4M | 5.3k | 262.52 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $1.3M | 3.6k | 373.99 | |
| Emerson Electric (EMR) | 0.5 | $1.3M | 11k | 110.16 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.2M | 2.00 | 612241.00 | |
| Select Sector Spdr Tr Financial (XLF) | 0.5 | $1.2M | 28k | 41.11 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $1.2M | 23k | 50.11 | |
| Wal-Mart Stores (WMT) | 0.5 | $1.1M | 17k | 67.71 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $1.1M | 14k | 80.13 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.4 | $940k | 81k | 11.55 | |
| Pepsi (PEP) | 0.4 | $937k | 5.7k | 164.94 | |
| Abbott Laboratories (ABT) | 0.4 | $911k | 8.8k | 103.91 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $851k | 13k | 66.35 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $833k | 11k | 76.58 | |
| CSX Corporation (CSX) | 0.3 | $812k | 24k | 33.45 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $803k | 12k | 68.14 | |
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $793k | 4.9k | 160.39 | |
| International Business Machines (IBM) | 0.3 | $789k | 4.6k | 172.94 | |
| Deere & Company (DE) | 0.3 | $777k | 2.1k | 373.57 | |
| UnitedHealth (UNH) | 0.3 | $767k | 1.5k | 509.28 | |
| NVIDIA Corporation (NVDA) | 0.3 | $755k | 6.1k | 123.54 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $744k | 1.6k | 479.00 | |
| Amgen (AMGN) | 0.3 | $742k | 2.4k | 312.42 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.3 | $733k | 10k | 73.61 | |
| Chevron Corporation (CVX) | 0.3 | $724k | 4.6k | 156.43 | |
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $666k | 1.2k | 576.51 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $659k | 7.1k | 92.54 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $658k | 5.5k | 118.61 | |
| Walt Disney Company (DIS) | 0.3 | $657k | 6.6k | 99.28 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.3 | $620k | 5.4k | 114.00 | |
| Thomson Reuters Corp. (TRI) | 0.2 | $618k | 3.7k | 168.55 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $615k | 3.4k | 182.03 | |
| Colgate-Palmolive Company (CL) | 0.2 | $599k | 6.2k | 97.04 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $566k | 3.1k | 183.43 | |
| Trane Technologies SHS (TT) | 0.2 | $515k | 1.6k | 328.84 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $510k | 2.5k | 202.28 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $497k | 2.7k | 182.12 | |
| Amazon (AMZN) | 0.2 | $486k | 2.5k | 193.25 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $458k | 2.7k | 170.79 | |
| Nextera Energy (NEE) | 0.2 | $410k | 5.8k | 70.81 | |
| At&t (T) | 0.2 | $402k | 21k | 19.11 | |
| Home Depot (HD) | 0.2 | $398k | 1.2k | 344.28 | |
| Nuveen Equity Premium Income Fund (BXMX) | 0.2 | $396k | 29k | 13.50 | |
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.2 | $385k | 47k | 8.17 | |
| Broadcom (AVGO) | 0.2 | $375k | 233.00 | 1607.22 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $364k | 5.1k | 72.05 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $350k | 1.5k | 229.55 | |
| Cisco Systems (CSCO) | 0.1 | $346k | 7.3k | 47.51 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $338k | 1.9k | 174.51 | |
| Visa Com Cl A (V) | 0.1 | $322k | 1.2k | 262.43 | |
| D.R. Horton (DHI) | 0.1 | $316k | 2.2k | 140.96 | |
| Verizon Communications (VZ) | 0.1 | $314k | 7.6k | 41.24 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $306k | 1.4k | 215.01 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $304k | 7.8k | 39.16 | |
| Pfizer (PFE) | 0.1 | $292k | 10k | 27.98 | |
| Corning Incorporated (GLW) | 0.1 | $291k | 7.5k | 38.85 | |
| Meta Platforms Cl A (META) | 0.1 | $291k | 577.00 | 504.22 | |
| Philip Morris International (PM) | 0.1 | $279k | 2.8k | 101.31 | |
| Booking Holdings (BKNG) | 0.1 | $271k | 68.00 | 3979.07 | |
| Norfolk Southern (NSC) | 0.1 | $262k | 1.2k | 214.69 | |
| Oracle Corporation (ORCL) | 0.1 | $261k | 1.9k | 141.19 | |
| Bristol Myers Squibb (BMY) | 0.1 | $253k | 6.1k | 41.53 | |
| Bank of America Corporation (BAC) | 0.1 | $250k | 6.3k | 39.77 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $242k | 3.3k | 72.64 | |
| Principal Financial (PFG) | 0.1 | $241k | 3.1k | 78.45 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $233k | 2.7k | 85.85 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $227k | 2.9k | 78.75 | |
| Intel Corporation (INTC) | 0.1 | $225k | 7.3k | 30.97 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $224k | 1.6k | 138.20 | |
| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $214k | 3.4k | 62.12 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $213k | 4.0k | 53.55 | |
| Illinois Tool Works (ITW) | 0.1 | $203k | 855.00 | 236.97 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $200k | 1.7k | 118.80 | |
| Stryker Corporation (SYK) | 0.1 | $198k | 583.00 | 340.13 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $196k | 784.00 | 250.16 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $196k | 1.1k | 182.51 | |
| Automatic Data Processing (ADP) | 0.1 | $196k | 819.00 | 238.66 | |
| American Electric Power Company (AEP) | 0.1 | $192k | 2.2k | 87.74 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $186k | 1.9k | 100.41 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $178k | 1.8k | 97.25 | |
| Honeywell International (HON) | 0.1 | $177k | 828.00 | 213.58 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $171k | 1.6k | 106.66 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $158k | 1.4k | 113.49 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $158k | 1.1k | 150.43 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $158k | 2.4k | 65.45 | |
| AutoZone (AZO) | 0.1 | $154k | 52.00 | 2964.10 | |
| Southern Company (SO) | 0.1 | $154k | 2.0k | 77.56 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $154k | 394.00 | 390.64 | |
| Ingersoll Rand (IR) | 0.1 | $153k | 1.7k | 90.84 | |
| Dolby Laboratories Com Cl A (DLB) | 0.1 | $145k | 1.8k | 79.24 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $144k | 1.1k | 128.43 | |
| Progressive Corporation (PGR) | 0.1 | $142k | 685.00 | 207.71 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $142k | 265.00 | 535.86 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $137k | 6.2k | 22.05 | |
| Eaton Corp SHS (ETN) | 0.1 | $136k | 435.00 | 313.55 | |
| Costco Wholesale Corporation (COST) | 0.1 | $133k | 157.00 | 849.99 | |
| Allstate Corporation (ALL) | 0.1 | $131k | 819.00 | 159.69 | |
| Wells Fargo & Company (WFC) | 0.1 | $130k | 2.2k | 59.39 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $130k | 669.00 | 194.58 | |
| Xcel Energy (XEL) | 0.1 | $127k | 2.4k | 53.41 | |
| Travelers Companies (TRV) | 0.1 | $125k | 615.00 | 203.50 | |
| Consolidated Edison (ED) | 0.1 | $125k | 1.4k | 89.39 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $120k | 1.2k | 100.96 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $120k | 396.00 | 303.42 | |
| Diageo Spon Adr New (DEO) | 0.0 | $117k | 929.00 | 126.08 | |
| PPG Industries (PPG) | 0.0 | $115k | 916.00 | 125.93 | |
| Medtronic SHS (MDT) | 0.0 | $113k | 1.4k | 78.71 | |
| Altria (MO) | 0.0 | $113k | 2.5k | 45.56 | |
| Union Pacific Corporation (UNP) | 0.0 | $113k | 498.00 | 226.20 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $108k | 843.00 | 127.54 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $104k | 286.00 | 365.11 | |
| Advanced Micro Devices (AMD) | 0.0 | $100k | 616.00 | 162.21 | |
| Carrier Global Corporation (CARR) | 0.0 | $97k | 1.5k | 63.09 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $96k | 454.00 | 210.88 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $92k | 836.00 | 110.30 | |
| Zoetis Cl A (ZTS) | 0.0 | $91k | 523.00 | 173.36 | |
| General Mills (GIS) | 0.0 | $89k | 1.4k | 63.26 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $88k | 2.4k | 37.01 | |
| Tidal Tr Ii Roundhill Gener (CHAT) | 0.0 | $85k | 2.3k | 37.31 | |
| California Water Service (CWT) | 0.0 | $81k | 1.7k | 48.49 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $80k | 182.00 | 441.62 | |
| Gilead Sciences (GILD) | 0.0 | $76k | 1.1k | 68.62 | |
| S&p Global (SPGI) | 0.0 | $75k | 168.00 | 446.00 | |
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $74k | 1.4k | 53.24 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $71k | 1.2k | 57.61 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $70k | 1.4k | 49.42 | |
| Dupont De Nemours (DD) | 0.0 | $69k | 855.00 | 80.49 | |
| Goldman Sachs (GS) | 0.0 | $67k | 147.00 | 452.32 | |
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $65k | 536.00 | 121.77 | |
| Qualcomm (QCOM) | 0.0 | $64k | 322.00 | 199.18 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $64k | 115.00 | 555.54 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $64k | 636.00 | 100.22 | |
| Us Bancorp Del Com New (USB) | 0.0 | $64k | 1.6k | 39.71 | |
| Essential Utils (WTRG) | 0.0 | $63k | 1.7k | 37.33 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $63k | 714.00 | 88.08 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $63k | 251.00 | 249.30 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $61k | 541.00 | 112.58 | |
| Tractor Supply Company (TSCO) | 0.0 | $60k | 222.00 | 270.00 | |
| Allegion Ord Shs (ALLE) | 0.0 | $60k | 506.00 | 118.15 | |
| Anthem (ELV) | 0.0 | $59k | 109.00 | 541.86 | |
| Vanguard World Utilities Etf (VPU) | 0.0 | $58k | 389.00 | 148.07 | |
| United Rentals (URI) | 0.0 | $58k | 89.00 | 646.73 | |
| Dell Technologies CL C (DELL) | 0.0 | $55k | 401.00 | 137.91 | |
| Kla Corp Com New (KLAC) | 0.0 | $54k | 66.00 | 824.52 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $54k | 53.00 | 1022.74 | |
| Snap-on Incorporated (SNA) | 0.0 | $52k | 200.00 | 261.39 | |
| General Dynamics Corporation (GD) | 0.0 | $52k | 180.00 | 289.94 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $51k | 189.00 | 269.09 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $51k | 181.00 | 279.30 | |
| Eversource Energy (ES) | 0.0 | $50k | 874.00 | 56.74 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $48k | 50.00 | 967.96 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $48k | 496.00 | 96.18 | |
| Enbridge (ENB) | 0.0 | $48k | 1.3k | 35.57 | |
| American Express Company (AXP) | 0.0 | $47k | 203.00 | 231.55 | |
| Nike CL B (NKE) | 0.0 | $46k | 606.00 | 75.37 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $46k | 209.00 | 218.28 | |
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.0 | $45k | 616.00 | 72.89 | |
| MetLife (MET) | 0.0 | $44k | 628.00 | 70.19 | |
| Dow (DOW) | 0.0 | $44k | 821.00 | 53.05 | |
| AECOM Technology Corporation (ACM) | 0.0 | $43k | 487.00 | 88.14 | |
| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $42k | 500.00 | 84.26 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $41k | 602.00 | 68.00 | |
| Zimmer Holdings (ZBH) | 0.0 | $40k | 368.00 | 108.42 | |
| Electronic Arts (EA) | 0.0 | $37k | 263.00 | 139.33 | |
| Edwards Lifesciences (EW) | 0.0 | $36k | 385.00 | 92.37 | |
| Northwest Natural Holdin (NWN) | 0.0 | $35k | 961.00 | 36.11 | |
| Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) | 0.0 | $34k | 1.4k | 24.89 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $33k | 620.00 | 53.53 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $33k | 76.00 | 435.95 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $33k | 545.00 | 60.27 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $33k | 31.00 | 1051.03 | |
| United Parcel Service CL B (UPS) | 0.0 | $32k | 237.00 | 136.85 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $32k | 337.00 | 95.66 | |
| Ansys (ANSS) | 0.0 | $32k | 100.00 | 321.50 | |
| Bk Nova Cad (BNS) | 0.0 | $32k | 700.00 | 45.72 | |
| Barrick Gold Corp (GOLD) | 0.0 | $32k | 1.9k | 16.68 | |
| Dover Corporation (DOV) | 0.0 | $31k | 171.00 | 180.21 | |
| ConocoPhillips (COP) | 0.0 | $31k | 269.00 | 114.38 | |
| PNC Financial Services (PNC) | 0.0 | $30k | 190.00 | 155.48 | |
| Cigna Corp (CI) | 0.0 | $27k | 83.00 | 330.57 | |
| Cdw (CDW) | 0.0 | $27k | 119.00 | 223.84 | |
| Digital Realty Trust (DLR) | 0.0 | $26k | 173.00 | 152.05 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $26k | 414.00 | 62.83 | |
| Yum! Brands (YUM) | 0.0 | $26k | 194.00 | 132.46 | |
| Nutrien (NTR) | 0.0 | $26k | 500.00 | 50.91 | |
| 3M Company (MMM) | 0.0 | $25k | 243.00 | 102.00 | |
| Newmont Mining Corporation (NEM) | 0.0 | $24k | 573.00 | 41.90 | |
| Bce Com New (BCE) | 0.0 | $24k | 740.00 | 32.39 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $24k | 139.00 | 168.79 | |
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $23k | 716.00 | 32.71 | |
| Waste Management (WM) | 0.0 | $23k | 109.00 | 213.34 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $23k | 453.00 | 49.92 | |
| Universal Display Corporation (OLED) | 0.0 | $22k | 106.00 | 210.25 | |
| Citigroup Com New (C) | 0.0 | $22k | 344.00 | 63.46 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $22k | 136.00 | 159.43 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $22k | 2.9k | 7.44 | |
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $21k | 86.00 | 247.48 | |
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $21k | 204.00 | 102.72 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $21k | 69.00 | 298.96 | |
| CVS Caremark Corporation (CVS) | 0.0 | $21k | 349.00 | 59.06 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $20k | 262.00 | 77.99 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $20k | 213.00 | 92.71 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $20k | 471.00 | 41.52 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $19k | 73.00 | 260.63 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $19k | 243.00 | 77.64 | |
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.0 | $19k | 526.00 | 35.46 | |
| L3harris Technologies (LHX) | 0.0 | $19k | 83.00 | 224.58 | |
| Cubesmart (CUBE) | 0.0 | $18k | 400.00 | 45.17 | |
| Westlake Chemical Corporation (WLK) | 0.0 | $17k | 120.00 | 144.82 | |
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $17k | 461.00 | 37.30 | |
| Air Products & Chemicals (APD) | 0.0 | $17k | 66.00 | 258.05 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $17k | 97.00 | 173.48 | |
| Pembina Pipeline Corp (PBA) | 0.0 | $17k | 450.00 | 37.08 | |
| Linde SHS (LIN) | 0.0 | $17k | 38.00 | 438.82 | |
| Intercontinental Exchange (ICE) | 0.0 | $16k | 118.00 | 136.89 | |
| Waste Connections (WCN) | 0.0 | $15k | 88.00 | 175.43 | |
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $15k | 236.00 | 64.72 | |
| Tesla Motors (TSLA) | 0.0 | $15k | 77.00 | 197.88 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $15k | 71.00 | 205.27 | |
| Vanguard World Industrial Etf (VIS) | 0.0 | $14k | 59.00 | 235.22 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $14k | 110.00 | 123.25 | |
| Netflix (NFLX) | 0.0 | $14k | 20.00 | 674.90 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $13k | 102.00 | 129.63 | |
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.0 | $13k | 228.00 | 56.88 | |
| Alcon Ord Shs (ALC) | 0.0 | $13k | 144.00 | 89.29 | |
| Kellogg Company (K) | 0.0 | $13k | 221.00 | 57.68 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $13k | 73.00 | 173.81 | |
| Corteva (CTVA) | 0.0 | $13k | 235.00 | 53.94 | |
| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $13k | 127.00 | 99.80 | |
| Ing Groep Sponsored Adr (ING) | 0.0 | $12k | 715.00 | 17.14 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $12k | 261.00 | 46.77 | |
| Cameco Corporation (CCJ) | 0.0 | $12k | 248.00 | 49.20 | |
| Mid-America Apartment (MAA) | 0.0 | $12k | 85.00 | 142.61 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $12k | 62.00 | 188.13 | |
| FedEx Corporation (FDX) | 0.0 | $11k | 37.00 | 299.84 | |
| Lam Research Corporation | 0.0 | $11k | 10.00 | 1064.90 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $11k | 135.00 | 78.05 | |
| Shell Spon Ads (SHEL) | 0.0 | $10k | 142.00 | 72.18 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $9.7k | 233.00 | 41.59 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $9.4k | 150.00 | 62.65 | |
| News Corp Cl A (NWSA) | 0.0 | $9.4k | 340.00 | 27.57 | |
| Starbucks Corporation (SBUX) | 0.0 | $9.3k | 119.00 | 77.85 | |
| Omniab (OABI) | 0.0 | $9.2k | 2.5k | 3.75 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $8.7k | 81.00 | 107.65 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $8.6k | 101.00 | 84.95 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $8.4k | 18.00 | 468.72 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $8.3k | 15.00 | 553.00 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $8.1k | 118.00 | 68.36 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $8.0k | 110.00 | 72.87 | |
| PPL Corporation (PPL) | 0.0 | $7.9k | 285.00 | 27.65 | |
| New Gold Inc Cda (NGD) | 0.0 | $7.8k | 4.0k | 1.95 | |
| Global Payments (GPN) | 0.0 | $7.5k | 78.00 | 96.71 | |
| State Street Corporation (STT) | 0.0 | $7.4k | 100.00 | 74.00 | |
| Genpact SHS (G) | 0.0 | $7.2k | 225.00 | 32.19 | |
| Agnico (AEM) | 0.0 | $7.2k | 110.00 | 65.15 | |
| Magna Intl Inc cl a (MGA) | 0.0 | $7.0k | 167.00 | 41.90 | |
| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $6.8k | 291.00 | 23.52 | |
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $6.8k | 244.00 | 27.89 | |
| Gartner (IT) | 0.0 | $6.7k | 15.00 | 449.07 | |
| Haleon Spon Ads (HLN) | 0.0 | $6.6k | 798.00 | 8.26 | |
| W.W. Grainger (GWW) | 0.0 | $6.3k | 7.00 | 902.29 | |
| BlackRock | 0.0 | $6.3k | 8.00 | 787.38 | |
| Cadence Design Systems (CDNS) | 0.0 | $6.2k | 20.00 | 307.75 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $6.1k | 604.00 | 10.03 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $6.0k | 56.00 | 106.46 | |
| Ge Aerospace Com New (GE) | 0.0 | $5.9k | 37.00 | 158.97 | |
| Simon Property (SPG) | 0.0 | $5.8k | 38.00 | 151.79 | |
| Schlumberger Com Stk (SLB) | 0.0 | $5.7k | 120.00 | 47.18 | |
| salesforce (CRM) | 0.0 | $5.7k | 22.00 | 257.09 | |
| Pacer Fds Tr Data And Infrast (SRVR) | 0.0 | $5.6k | 206.00 | 27.39 | |
| Constellation Energy (CEG) | 0.0 | $5.6k | 28.00 | 200.29 | |
| Diamondback Energy (FANG) | 0.0 | $5.6k | 28.00 | 200.18 | |
| Servicenow (NOW) | 0.0 | $5.5k | 7.00 | 786.71 | |
| Moody's Corporation (MCO) | 0.0 | $5.5k | 13.00 | 420.92 | |
| Dominion Resources (D) | 0.0 | $5.3k | 109.00 | 49.00 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $5.3k | 12.00 | 444.83 | |
| Danaher Corporation (DHR) | 0.0 | $5.2k | 21.00 | 249.86 | |
| American Intl Group Com New (AIG) | 0.0 | $5.2k | 70.00 | 74.24 | |
| Terex Corporation (TEX) | 0.0 | $5.1k | 93.00 | 55.04 | |
| Roper Industries (ROP) | 0.0 | $5.1k | 9.00 | 563.67 | |
| Nucor Corporation (NUE) | 0.0 | $5.1k | 32.00 | 158.09 | |
| Republic Services (RSG) | 0.0 | $5.1k | 26.00 | 194.35 | |
| Ametek (AME) | 0.0 | $5.0k | 30.00 | 166.70 | |
| Autodesk (ADSK) | 0.0 | $4.9k | 20.00 | 247.45 | |
| AutoNation (AN) | 0.0 | $4.9k | 31.00 | 159.39 | |
| Prudential Financial (PRU) | 0.0 | $4.9k | 42.00 | 117.19 | |
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $4.8k | 25.00 | 191.04 | |
| Penske Automotive (PAG) | 0.0 | $4.8k | 32.00 | 149.03 | |
| Cummins (CMI) | 0.0 | $4.7k | 17.00 | 276.94 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $4.7k | 70.00 | 66.47 | |
| Paccar (PCAR) | 0.0 | $4.6k | 45.00 | 102.93 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $4.6k | 62.00 | 73.69 | |
| Marathon Oil Corporation (MRO) | 0.0 | $4.5k | 158.00 | 28.67 | |
| Micron Technology (MU) | 0.0 | $4.3k | 33.00 | 131.52 | |
| Amphenol Corp Cl A (APH) | 0.0 | $4.3k | 64.00 | 67.38 | |
| Brown & Brown (BRO) | 0.0 | $4.3k | 48.00 | 89.42 | |
| Cintas Corporation (CTAS) | 0.0 | $4.2k | 6.00 | 700.33 | |
| Wabtec Corporation (WAB) | 0.0 | $4.1k | 26.00 | 158.04 | |
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $4.1k | 105.00 | 38.93 | |
| Palo Alto Networks (PANW) | 0.0 | $4.1k | 12.00 | 339.00 | |
| Citizens Financial (CFG) | 0.0 | $4.0k | 112.00 | 36.03 | |
| Paychex (PAYX) | 0.0 | $4.0k | 34.00 | 118.56 | |
| Intuit (INTU) | 0.0 | $3.9k | 6.00 | 657.17 | |
| Cbre Group Cl A (CBRE) | 0.0 | $3.9k | 44.00 | 89.11 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $3.9k | 22.00 | 176.59 | |
| Equitable Holdings (EQH) | 0.0 | $3.7k | 90.00 | 40.86 | |
| Cheniere Energy Com New (LNG) | 0.0 | $3.7k | 21.00 | 174.81 | |
| MGM Resorts International. (MGM) | 0.0 | $3.6k | 82.00 | 44.44 | |
| Darden Restaurants (DRI) | 0.0 | $3.6k | 24.00 | 151.33 | |
| Icici Bank Adr (IBN) | 0.0 | $3.6k | 125.00 | 28.81 | |
| M&T Bank Corporation (MTB) | 0.0 | $3.5k | 23.00 | 151.35 | |
| Rockwell Automation (ROK) | 0.0 | $3.3k | 12.00 | 275.25 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $3.3k | 40.00 | 81.97 | |
| AmerisourceBergen (COR) | 0.0 | $3.2k | 14.00 | 225.29 | |
| Juniper Networks (JNPR) | 0.0 | $3.1k | 86.00 | 36.47 | |
| Equinix (EQIX) | 0.0 | $3.0k | 4.00 | 756.50 | |
| Lululemon Athletica (LULU) | 0.0 | $3.0k | 10.00 | 298.70 | |
| ConAgra Foods (CAG) | 0.0 | $3.0k | 104.00 | 28.42 | |
| Exelon Corporation (EXC) | 0.0 | $2.9k | 85.00 | 34.61 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $2.8k | 32.00 | 88.72 | |
| Canadian Natl Ry (CNI) | 0.0 | $2.8k | 24.00 | 118.12 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $2.8k | 57.00 | 48.60 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $2.7k | 17.00 | 160.00 | |
| Xylem (XYL) | 0.0 | $2.7k | 20.00 | 135.65 | |
| Oneok (OKE) | 0.0 | $2.7k | 33.00 | 81.55 | |
| Kinder Morgan (KMI) | 0.0 | $2.7k | 134.00 | 19.87 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $2.6k | 43.00 | 60.44 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $2.6k | 40.00 | 64.33 | |
| Broadridge Financial Solutions (BR) | 0.0 | $2.6k | 13.00 | 197.00 | |
| Invesco SHS (IVZ) | 0.0 | $2.6k | 171.00 | 14.96 | |
| IDEXX Laboratories (IDXX) | 0.0 | $2.4k | 5.00 | 487.20 | |
| Msci (MSCI) | 0.0 | $2.4k | 5.00 | 481.80 | |
| Celanese Corporation (CE) | 0.0 | $2.3k | 17.00 | 134.88 | |
| Analog Devices (ADI) | 0.0 | $2.3k | 10.00 | 228.30 | |
| Raymond James Financial (RJF) | 0.0 | $2.2k | 18.00 | 123.61 | |
| CoStar (CSGP) | 0.0 | $2.2k | 30.00 | 74.13 | |
| Huntington Ingalls Inds (HII) | 0.0 | $2.2k | 9.00 | 246.33 | |
| Genuine Parts Company (GPC) | 0.0 | $2.2k | 16.00 | 138.31 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 0.0 | $2.2k | 36.00 | 60.03 | |
| Pvh Corporation (PVH) | 0.0 | $2.1k | 20.00 | 105.85 | |
| Owens Corning (OC) | 0.0 | $2.1k | 12.00 | 173.75 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $2.0k | 122.00 | 16.25 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $2.0k | 150.00 | 13.18 | |
| Halliburton Company (HAL) | 0.0 | $1.8k | 54.00 | 33.78 | |
| Nasdaq Omx (NDAQ) | 0.0 | $1.8k | 30.00 | 60.27 | |
| FactSet Research Systems (FDS) | 0.0 | $1.6k | 4.00 | 408.25 | |
| Cardinal Health (CAH) | 0.0 | $1.6k | 16.00 | 98.31 | |
| Ge Vernova (GEV) | 0.0 | $1.5k | 9.00 | 171.56 | |
| Lowe's Companies (LOW) | 0.0 | $1.5k | 7.00 | 220.43 | |
| Marvell Technology (MRVL) | 0.0 | $1.5k | 22.00 | 69.91 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $1.5k | 43.00 | 35.16 | |
| Kraft Heinz (KHC) | 0.0 | $1.5k | 46.00 | 32.22 | |
| Spectrum Brands Holding (SPB) | 0.0 | $1.5k | 17.00 | 85.94 | |
| Southern Copper Corporation (SCCO) | 0.0 | $1.4k | 13.00 | 107.77 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $1.4k | 154.00 | 8.87 | |
| Kroger (KR) | 0.0 | $1.3k | 27.00 | 49.93 | |
| Teradyne (TER) | 0.0 | $1.3k | 9.00 | 148.33 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $1.3k | 47.00 | 28.38 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $1.3k | 16.00 | 78.56 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $1.2k | 9.00 | 136.89 | |
| Equifax (EFX) | 0.0 | $970.000000 | 4.00 | 242.50 | |
| Moderna (MRNA) | 0.0 | $950.000000 | 8.00 | 118.75 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $935.000400 | 12.00 | 77.92 | |
| Ess Tech Common Stock | 0.0 | $247.005800 | 302.00 | 0.82 |