Keel Point

Keel Point as of Dec. 31, 2025

Portfolio Holdings for Keel Point

Keel Point holds 538 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 18.3 $295M 470k 627.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.9 $63M 1.0M 62.47
Netflix (NFLX) 3.8 $62M 656k 93.76
Ishares Tr Core Us Aggbd Et (AGG) 3.1 $49M 493k 99.88
Ishares Tr Rus 1000 Etf (IWB) 2.9 $46M 124k 373.44
Apple (AAPL) 2.4 $39M 142k 271.86
Ishares Tr Msci Eafe Etf (EFA) 2.3 $37M 388k 96.03
Spdr Gold Tr Gold Shs (GLD) 2.3 $37M 93k 396.31
NVIDIA Corporation (NVDA) 2.2 $35M 187k 186.50
Microsoft Corporation (MSFT) 1.7 $28M 57k 483.62
Amazon (AMZN) 1.6 $26M 114k 230.82
Tesla Motors (TSLA) 1.6 $25M 56k 449.72
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.5 $25M 257k 96.16
Spdr Series Trust State Street Spd (SPYM) 1.5 $25M 308k 80.22
Alphabet Cap Stk Cl A (GOOGL) 1.3 $21M 66k 313.00
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $20M 42k 473.31
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $19M 91k 210.34
Booking Holdings (BKNG) 1.1 $17M 3.2k 5355.34
Vanguard Index Fds Extend Mkt Etf (VXF) 1.0 $17M 80k 209.12
Intuitive Surgical Com New (ISRG) 1.0 $17M 29k 566.36
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.9 $15M 142k 101.67
Vanguard World Mega Cap Index (MGC) 0.8 $13M 50k 251.17
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $11M 202k 54.71
Select Sector Spdr Tr State Street Tec (XLK) 0.7 $11M 75k 143.97
Alphabet Cap Stk Cl C (GOOG) 0.7 $11M 34k 313.80
Ishares Silver Tr Ishares (SLV) 0.6 $10M 161k 64.42
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.6 $10M 85k 119.35
Southern Company (SO) 0.6 $10M 116k 87.20
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $9.8M 13.00 754800.00
Broadcom (AVGO) 0.6 $9.7M 28k 346.10
Meta Platforms Cl A (META) 0.6 $9.7M 15k 660.09
Visa Com Cl A (V) 0.6 $9.3M 27k 350.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $8.9M 15k 614.30
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $8.8M 73k 120.18
Select Sector Spdr Tr State Street Fin (XLF) 0.5 $8.2M 149k 54.77
Wal-Mart Stores (WMT) 0.5 $8.1M 73k 111.41
Home Depot (HD) 0.5 $7.7M 22k 344.09
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.5 $7.5M 113k 65.91
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) 0.4 $7.1M 119k 59.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $6.7M 13k 502.66
Johnson & Johnson (JNJ) 0.4 $6.7M 32k 206.95
Ishares Tr Core S&p500 Etf (IVV) 0.4 $6.5M 9.5k 684.94
JPMorgan Chase & Co. (JPM) 0.4 $6.4M 20k 322.21
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $5.9M 80k 74.07
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.4 $5.9M 235k 25.17
Accenture Plc Ireland Shs Class A (ACN) 0.4 $5.8M 22k 268.30
Thermo Fisher Scientific (TMO) 0.3 $5.6M 9.7k 579.45
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.3 $5.6M 60k 93.00
Stryker Corporation (SYK) 0.3 $5.5M 16k 351.46
Merck & Co (MRK) 0.3 $5.4M 52k 105.26
Amphenol Corp Cl A (APH) 0.3 $5.4M 40k 135.14
Qualcomm (QCOM) 0.3 $5.2M 31k 171.05
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $5.0M 35k 141.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $4.8M 14k 335.27
Expeditors International of Washington (EXPD) 0.3 $4.8M 32k 149.01
International Business Machines (IBM) 0.3 $4.7M 16k 296.21
Bandwidth Com Cl A (BAND) 0.3 $4.6M 300k 15.45
Danaher Corporation (DHR) 0.3 $4.6M 20k 228.92
Eli Lilly & Co. (LLY) 0.3 $4.4M 4.1k 1074.66
Illinois Tool Works (ITW) 0.3 $4.2M 17k 246.30
Intercontinental Exchange (ICE) 0.3 $4.1M 25k 161.96
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $4.1M 15k 279.14
Vanguard Index Fds Growth Etf (VUG) 0.3 $4.1M 8.4k 487.85
Sherwin-Williams Company (SHW) 0.2 $3.9M 12k 324.02
MercadoLibre (MELI) 0.2 $3.8M 1.9k 2014.26
Linde SHS (LIN) 0.2 $3.8M 8.9k 426.40
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $3.7M 39k 95.09
Boston Scientific Corporation (BSX) 0.2 $3.7M 38k 95.35
Fastenal Company (FAST) 0.2 $3.6M 91k 40.13
Coca-Cola Company (KO) 0.2 $3.6M 51k 69.91
Rocket Lab Corp (RKLB) 0.2 $3.6M 51k 69.76
Automatic Data Processing (ADP) 0.2 $3.6M 14k 257.24
Ishares Tr Core Intl Aggr (IAGG) 0.2 $3.5M 71k 50.01
Roper Industries (ROP) 0.2 $3.5M 7.9k 445.15
Motorola Solutions Com New (MSI) 0.2 $3.5M 9.1k 383.31
Check Point Software Tech Lt Ord (CHKP) 0.2 $3.5M 19k 185.56
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $3.4M 146k 23.03
Church & Dwight (CHD) 0.2 $3.4M 40k 83.85
Palantir Technologies Cl A (PLTR) 0.2 $3.3M 19k 177.75
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $3.2M 43k 76.23
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $3.2M 38k 82.82
Lowe's Companies (LOW) 0.2 $3.2M 13k 241.16
Exxon Mobil Corporation (XOM) 0.2 $3.2M 26k 120.34
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $3.1M 11k 276.94
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $3.1M 35k 88.49
Mastercard Incorporated Cl A (MA) 0.2 $3.1M 5.4k 570.89
Walt Disney Company (DIS) 0.2 $2.9M 26k 113.77
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $2.8M 43k 66.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $2.8M 26k 110.19
Ishares Core Msci Emkt (IEMG) 0.2 $2.8M 42k 67.22
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $2.8M 14k 198.62
Abbvie (ABBV) 0.2 $2.7M 12k 228.49
Bank of America Corporation (BAC) 0.2 $2.7M 49k 55.00
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $2.6M 8.7k 303.90
Cisco Systems (CSCO) 0.2 $2.6M 34k 77.03
Ishares Tr Us Aer Def Etf (ITA) 0.2 $2.6M 12k 214.68
J P Morgan Exchange Traded F Betabuilders Dev (BBAX) 0.2 $2.5M 44k 56.30
Vanguard Index Fds Value Etf (VTV) 0.2 $2.5M 13k 190.99
Arista Networks Com Shs (ANET) 0.2 $2.5M 19k 131.03
Oracle Corporation (ORCL) 0.2 $2.5M 13k 194.91
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $2.4M 123k 19.58
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.1 $2.4M 28k 84.29
Caterpillar (CAT) 0.1 $2.4M 4.1k 572.83
Costco Wholesale Corporation (COST) 0.1 $2.3M 2.7k 862.32
Uber Technologies (UBER) 0.1 $2.2M 28k 81.71
Ge Aerospace Com New (GE) 0.1 $2.2M 7.3k 308.04
Procter & Gamble Company (PG) 0.1 $2.2M 15k 143.31
McDonald's Corporation (MCD) 0.1 $2.1M 7.0k 305.62
J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.1 $2.1M 29k 73.30
Raytheon Technologies Corp (RTX) 0.1 $2.1M 12k 183.41
Norfolk Southern (NSC) 0.1 $2.1M 7.4k 288.73
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $2.1M 23k 90.40
Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.1M 8.5k 246.16
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $2.1M 54k 38.32
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.0M 9.0k 219.79
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.0M 17k 113.92
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $1.9M 19k 99.52
Servisfirst Bancshares (SFBS) 0.1 $1.9M 26k 71.79
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $1.8M 21k 87.16
Wells Fargo & Company (WFC) 0.1 $1.8M 20k 93.20
Elevation Series Trust Sovereigns Capit (SOVF) 0.1 $1.8M 61k 29.18
Casey's General Stores (CASY) 0.1 $1.7M 3.2k 552.72
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $1.7M 37k 46.80
salesforce (CRM) 0.1 $1.7M 6.6k 264.92
Ishares Tr Eafe Value Etf (EFV) 0.1 $1.7M 24k 71.41
Victory Portfolios Ii Shares Free Cash (VFLO) 0.1 $1.7M 44k 39.38
Intuit (INTU) 0.1 $1.7M 2.6k 662.50
J P Morgan Exchange Traded F Mortgage Backed (JMTG) 0.1 $1.7M 32k 51.06
Lam Research Corp Com New (LRCX) 0.1 $1.7M 9.6k 171.17
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.6M 11k 141.06
United Rentals (URI) 0.1 $1.6M 1.9k 809.32
Cintas Corporation (CTAS) 0.1 $1.6M 8.3k 188.07
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $1.5M 52k 29.61
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.5M 16k 96.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.5M 28k 53.76
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.5M 5.7k 257.94
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.5M 1.4k 1069.96
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $1.5M 38k 38.11
UnitedHealth (UNH) 0.1 $1.5M 4.4k 330.14
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.4M 44k 32.62
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.1 $1.4M 34k 43.21
Applied Materials (AMAT) 0.1 $1.4M 5.6k 257.00
AutoZone (AZO) 0.1 $1.4M 423.00 3391.50
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $1.4M 38k 38.05
Micron Technology (MU) 0.1 $1.4M 5.0k 285.43
Parker-Hannifin Corporation (PH) 0.1 $1.4M 1.6k 879.20
Ishares Tr Select Divid Etf (DVY) 0.1 $1.4M 10k 141.14
Select Sector Spdr Tr State Street Com (XLC) 0.1 $1.4M 12k 117.72
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.4M 11k 131.59
Newmont Mining Corporation (NEM) 0.1 $1.4M 14k 99.85
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.4M 18k 77.53
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.4M 58k 24.04
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $1.4M 42k 33.02
Advanced Micro Devices (AMD) 0.1 $1.4M 6.4k 214.15
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $1.4M 31k 44.71
Starbucks Corporation (SBUX) 0.1 $1.3M 16k 84.21
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.1 $1.3M 7.1k 186.43
Chevron Corporation (CVX) 0.1 $1.3M 8.6k 152.40
At&t (T) 0.1 $1.3M 53k 24.84
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $1.3M 12k 110.15
Morgan Stanley Com New (MS) 0.1 $1.3M 7.1k 177.53
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.3M 14k 89.46
Ge Vernova (GEV) 0.1 $1.2M 1.9k 653.65
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.2M 8.9k 136.94
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $1.2M 61k 19.74
Amgen (AMGN) 0.1 $1.2M 3.6k 327.28
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $1.2M 9.1k 129.16
Dycom Industries (DY) 0.1 $1.2M 3.4k 337.88
Abbott Laboratories (ABT) 0.1 $1.1M 9.2k 125.29
Vanguard World Industrial Etf (VIS) 0.1 $1.1M 3.8k 298.38
Novartis Sponsored Adr (NVS) 0.1 $1.1M 8.1k 137.87
Bofi Holding (AX) 0.1 $1.1M 13k 86.16
Nextera Energy (NEE) 0.1 $1.1M 14k 80.28
TJX Companies (TJX) 0.1 $1.1M 7.0k 153.61
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.1M 7.3k 148.98
Philip Morris International (PM) 0.1 $1.1M 6.7k 160.39
Citigroup Com New (C) 0.1 $1.1M 9.1k 116.70
Chubb (CB) 0.1 $1.1M 3.4k 312.14
General Dynamics Corporation (GD) 0.1 $1.0M 3.1k 336.61
Verizon Communications (VZ) 0.1 $1.0M 25k 40.73
Ishares Tr National Mun Etf (MUB) 0.1 $1.0M 9.5k 107.11
Spdr Series Trust State Street Spd (FLRN) 0.1 $1.0M 33k 30.73
Capital One Financial (COF) 0.1 $997k 4.1k 242.37
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $992k 19k 52.88
Kla Corp Com New (KLAC) 0.1 $990k 814.00 1215.73
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $986k 15k 67.13
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $975k 3.4k 290.22
Ishares Tr Tips Bd Etf (TIP) 0.1 $972k 8.8k 109.90
Astrazeneca Sponsored Adr 0.1 $961k 11k 91.93
Select Sector Spdr Tr State Street Con (XLY) 0.1 $957k 8.0k 119.41
Servicenow (NOW) 0.1 $955k 6.2k 153.19
Autodesk (ADSK) 0.1 $941k 3.2k 296.04
American Express Company (AXP) 0.1 $939k 2.5k 369.97
S&p Global (SPGI) 0.1 $931k 1.8k 522.58
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $930k 22k 42.69
Gilead Sciences (GILD) 0.1 $917k 7.5k 122.75
Zillow Group Cl C Cap Stk (Z) 0.1 $915k 13k 68.22
Sony Group Corp Sponsored Adr (SONY) 0.1 $906k 35k 25.60
Block Cl A (XYZ) 0.1 $898k 14k 65.09
Dominion Resources (D) 0.1 $895k 15k 58.59
AFLAC Incorporated (AFL) 0.1 $894k 8.1k 110.28
Union Pacific Corporation (UNP) 0.1 $889k 3.8k 231.33
Ishares Gold Tr Ishares New (IAU) 0.1 $888k 11k 81.17
Goldman Sachs (GS) 0.1 $872k 992.00 879.30
Blackrock (BLK) 0.1 $868k 811.00 1070.25
Unum (UNM) 0.1 $864k 11k 77.50
Texas Instruments Incorporated (TXN) 0.1 $842k 4.9k 173.49
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $839k 21k 39.59
FedEx Corporation (FDX) 0.1 $831k 2.9k 288.88
Trane Technologies SHS (TT) 0.1 $821k 2.1k 389.18
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.1 $821k 18k 45.13
Williams Companies (WMB) 0.1 $820k 14k 60.11
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $805k 5.7k 141.05
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $802k 17k 47.56
Ecolab (ECL) 0.0 $801k 3.1k 262.56
Pepsi (PEP) 0.0 $798k 5.6k 143.52
Analog Devices (ADI) 0.0 $795k 2.9k 271.20
Boeing Company (BA) 0.0 $784k 3.6k 217.12
McKesson Corporation (MCK) 0.0 $777k 947.00 820.32
Duke Energy Corp Com New (DUK) 0.0 $758k 6.5k 117.21
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $754k 4.9k 154.80
Entergy Corporation (ETR) 0.0 $751k 8.1k 92.43
Eaton Corp SHS (ETN) 0.0 $750k 2.4k 318.45
Blackstone Group Inc Com Cl A (BX) 0.0 $749k 4.9k 154.14
Vanguard World Inf Tech Etf (VGT) 0.0 $749k 994.00 753.51
Hca Holdings (HCA) 0.0 $746k 1.6k 466.89
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $745k 6.0k 123.25
Northrop Grumman Corporation (NOC) 0.0 $743k 1.3k 570.01
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $743k 15k 50.59
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.0 $723k 43k 16.92
ConocoPhillips (COP) 0.0 $720k 7.7k 93.61
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $715k 35k 20.60
Truist Financial Corp equities (TFC) 0.0 $713k 15k 49.21
Charles Schwab Corporation (SCHW) 0.0 $712k 7.1k 99.91
Ambarella SHS (AMBA) 0.0 $709k 10k 70.84
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $708k 7.5k 93.89
Progressive Corporation (PGR) 0.0 $704k 3.1k 227.70
Adobe Systems Incorporated (ADBE) 0.0 $701k 2.0k 349.99
Waste Management (WM) 0.0 $695k 3.2k 219.71
Ameriprise Financial (AMP) 0.0 $688k 1.4k 490.34
Ishares Esg Awr Msci Em (ESGE) 0.0 $675k 15k 44.17
Baidu Spon Adr Rep A (BIDU) 0.0 $671k 5.1k 130.66
First Tr Exchange-traded A Mid Cap Val Fd (FNK) 0.0 $654k 12k 55.65
Welltower Inc Com reit (WELL) 0.0 $651k 3.5k 185.63
Vulcan Materials Company (VMC) 0.0 $645k 2.3k 285.19
Vanguard World Comm Srvc Etf (VOX) 0.0 $644k 3.3k 193.63
Kkr & Co (KKR) 0.0 $643k 5.0k 127.49
Us Bancorp Del Com New (USB) 0.0 $642k 12k 53.36
Ishares Msci Switzerland (EWL) 0.0 $638k 11k 59.96
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.0 $638k 18k 36.48
Howmet Aerospace (HWM) 0.0 $630k 3.1k 205.02
Lockheed Martin Corporation (LMT) 0.0 $619k 1.3k 483.62
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $617k 6.4k 96.87
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $612k 2.9k 212.10
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $606k 10k 59.54
Sap Se Spon Adr (SAP) 0.0 $602k 2.5k 242.93
HSBC HLDGS Spon Adr New (HSBC) 0.0 $596k 7.6k 78.67
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $593k 980.00 605.01
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $593k 9.9k 59.93
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $592k 3.8k 155.12
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $591k 5.8k 101.98
American Intl Group Com New (AIG) 0.0 $590k 6.9k 85.55
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $581k 37k 15.86
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.0 $578k 24k 24.20
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $577k 3.6k 160.97
Martin Marietta Materials (MLM) 0.0 $575k 923.00 622.69
Ishares Tr Msci India Etf (INDA) 0.0 $574k 11k 54.05
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $571k 11k 53.88
Chipotle Mexican Grill (CMG) 0.0 $571k 15k 37.00
Allstate Corporation (ALL) 0.0 $570k 2.7k 208.14
First Tr Exchange-traded SHS (FVD) 0.0 $565k 12k 46.08
Constellation Energy (CEG) 0.0 $557k 1.6k 353.36
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) 0.0 $553k 14k 38.58
Metropcs Communications (TMUS) 0.0 $552k 2.7k 203.00
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $551k 1.2k 453.22
Monster Beverage Corp (MNST) 0.0 $548k 7.1k 76.67
Bristol Myers Squibb (BMY) 0.0 $548k 10k 53.94
Medtronic SHS (MDT) 0.0 $543k 5.7k 96.06
Cummins (CMI) 0.0 $540k 1.1k 510.42
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) 0.0 $540k 21k 26.11
PNC Financial Services (PNC) 0.0 $538k 2.6k 208.71
Atmos Energy Corporation (ATO) 0.0 $538k 3.2k 167.63
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $538k 5.6k 96.27
Vanguard World Financials Etf (VFH) 0.0 $533k 4.0k 133.49
Honeywell International (HON) 0.0 $532k 2.7k 195.09
Cameco Corporation (CCJ) 0.0 $531k 5.8k 91.49
Ross Stores (ROST) 0.0 $531k 2.9k 180.15
Quanta Services (PWR) 0.0 $528k 1.3k 422.03
Palo Alto Networks (PANW) 0.0 $527k 2.9k 184.18
Omni (OMC) 0.0 $527k 6.5k 80.75
Deere & Company (DE) 0.0 $526k 1.1k 465.71
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $525k 18k 28.48
Emerson Electric (EMR) 0.0 $524k 3.9k 132.73
Toast Cl A (TOST) 0.0 $519k 15k 35.51
Cadence Design Systems (CDNS) 0.0 $518k 1.7k 312.61
American Electric Power Company (AEP) 0.0 $509k 4.4k 115.32
Pfizer (PFE) 0.0 $505k 20k 24.90
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $505k 22k 23.31
Corteva (CTVA) 0.0 $504k 7.5k 67.03
United Sts Oil Units (USO) 0.0 $501k 7.2k 69.16
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.0 $500k 12k 42.95
American Tower Reit (AMT) 0.0 $493k 2.8k 175.60
Phillips 66 (PSX) 0.0 $486k 3.8k 129.04
Prologis (PLD) 0.0 $483k 3.8k 127.65
Marvell Technology (MRVL) 0.0 $480k 5.6k 84.98
American Centy Etf Tr International Lr (AVIV) 0.0 $477k 6.7k 71.23
Robinhood Mkts Com Cl A (HOOD) 0.0 $473k 4.2k 113.09
Shell Spon Ads (SHEL) 0.0 $472k 6.4k 73.48
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $472k 7.5k 63.01
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $469k 8.3k 56.69
First Tr Exchange Traded Dorsey Wright (DALI) 0.0 $468k 16k 28.76
Rockwell Automation (ROK) 0.0 $467k 1.2k 389.15
Ishares Tr Mbs Etf (MBB) 0.0 $465k 4.9k 95.21
Zillow Group Cl A (ZG) 0.0 $462k 6.8k 68.23
Grayscale Ethereum Trust Etf SHS (ETHE) 0.0 $462k 19k 24.37
Select Sector Spdr Tr State Street Con (XLP) 0.0 $459k 5.9k 77.68
Applovin Corp Com Cl A (APP) 0.0 $452k 670.00 673.84
Novo-nordisk A S Adr (NVO) 0.0 $451k 8.9k 50.88
Middleby Corporation (MIDD) 0.0 $449k 3.0k 148.67
Marathon Petroleum Corp (MPC) 0.0 $449k 2.8k 162.64
Ishares Ethereum Tr SHS (ETHA) 0.0 $449k 20k 22.43
Totalenergies Se Act (TTE) 0.0 $446k 6.8k 65.42
Edwards Lifesciences (EW) 0.0 $439k 5.1k 85.25
Bitwise Ethereum Etf SHS (ETHW) 0.0 $439k 21k 21.27
United Cmnty Bks Ga Cap Stk (UCB) 0.0 $434k 14k 31.22
Teledyne Technologies Incorporated (TDY) 0.0 $433k 848.00 510.65
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $433k 9.7k 44.41
Expedia Group Com New (EXPE) 0.0 $432k 1.5k 283.38
General Motors Company (GM) 0.0 $431k 5.3k 81.32
Dex (DXCM) 0.0 $430k 6.5k 66.37
Freeport-mcmoran CL B (FCX) 0.0 $429k 8.4k 50.79
Select Sector Spdr Tr State Street Mat (XLB) 0.0 $427k 9.4k 45.35
IDEXX Laboratories (IDXX) 0.0 $425k 628.00 676.61
L3harris Technologies (LHX) 0.0 $419k 1.4k 293.49
Regeneron Pharmaceuticals (REGN) 0.0 $419k 543.00 771.87
Hycroft Mining Holding Corp Cl A New (HYMC) 0.0 $417k 18k 23.77
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $416k 8.3k 49.84
Intel Corporation (INTC) 0.0 $413k 11k 36.90
Spdr Series Trust State Street Spd (SPTI) 0.0 $412k 14k 28.84
O'reilly Automotive (ORLY) 0.0 $409k 4.5k 91.21
Colgate-Palmolive Company (CL) 0.0 $409k 5.2k 79.02
Ubs Group SHS (UBS) 0.0 $407k 8.8k 46.31
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $406k 9.1k 44.55
Xcel Energy (XEL) 0.0 $405k 5.5k 73.86
Crowdstrike Hldgs Cl A (CRWD) 0.0 $404k 862.00 468.59
Pdd Holdings Sponsored Ads (PDD) 0.0 $398k 3.5k 113.39
Cme (CME) 0.0 $398k 1.5k 273.12
Cabot Oil & Gas Corporation (CTRA) 0.0 $393k 15k 26.32
AmerisourceBergen (COR) 0.0 $393k 1.2k 337.79
Marsh & McLennan Companies 0.0 $392k 2.1k 185.54
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $392k 1.4k 275.47
Banco Santander Sa Adr (SAN) 0.0 $389k 33k 11.73
Bank of New York Mellon Corporation (BK) 0.0 $387k 3.3k 116.09
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $385k 1.9k 204.85
Comcast Corp Cl A (CMCSA) 0.0 $381k 13k 29.89
Prudential Financial (PRU) 0.0 $380k 3.4k 112.88
Zoetis Cl A (ZTS) 0.0 $379k 3.0k 125.82
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL) 0.0 $377k 9.6k 39.09
Moody's Corporation (MCO) 0.0 $375k 733.00 511.17
Travelers Companies (TRV) 0.0 $375k 1.3k 290.16
Old Dominion Freight Line (ODFL) 0.0 $374k 2.4k 156.83
Spdr Series Trust State Street Spd (SPSM) 0.0 $374k 8.0k 46.86
Nxp Semiconductors N V (NXPI) 0.0 $373k 1.7k 217.06
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.0 $369k 14k 26.89
Canadian Pacific Kansas City (CP) 0.0 $367k 5.0k 73.63
Ing Groep Sponsored Adr (ING) 0.0 $361k 13k 28.00
Carvana Cl A (CVNA) 0.0 $360k 854.00 422.02
Bitwise Solana Staking Etf Com Shs Of Benef (BSOL) 0.0 $359k 22k 16.40
D.R. Horton (DHI) 0.0 $358k 2.5k 144.01
Oneok (OKE) 0.0 $356k 4.8k 73.50
Victory Portfolios Ii Victoryshares Sm (SFLO) 0.0 $353k 12k 29.48
TransDigm Group Incorporated (TDG) 0.0 $350k 263.00 1329.85
Spdr Series Trust State Street Spd (SDY) 0.0 $350k 2.5k 139.13
CVS Caremark Corporation (CVS) 0.0 $348k 4.4k 79.35
Te Connectivity Ord Shs (TEL) 0.0 $348k 1.5k 227.51
Royal Caribbean Cruises (RCL) 0.0 $344k 1.2k 278.98
American Water Works (AWK) 0.0 $344k 2.6k 130.51
Simon Property (SPG) 0.0 $342k 1.8k 185.13
Anthem (ELV) 0.0 $341k 972.00 350.69
Vistra Energy (VST) 0.0 $341k 2.1k 161.36
Kenvue (KVUE) 0.0 $340k 20k 17.25
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $334k 7.8k 42.56
Nebius Group Shs Class A (NBIS) 0.0 $331k 4.0k 83.70
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $331k 17k 19.33
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $330k 2.6k 128.83
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $330k 1.6k 211.82
Lennar Corp Cl A (LEN) 0.0 $330k 3.2k 102.80
Msci (MSCI) 0.0 $328k 572.00 573.40
Aon Shs Cl A (AON) 0.0 $328k 929.00 353.00
Axon Enterprise (AXON) 0.0 $326k 574.00 567.93
Regions Financial Corporation (RF) 0.0 $325k 12k 27.10
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $325k 1.1k 301.01
Take-Two Interactive Software (TTWO) 0.0 $322k 1.3k 256.03
Cigna Corp (CI) 0.0 $322k 1.2k 275.27
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $315k 5.5k 57.58
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.0 $313k 9.2k 34.15
Rollins (ROL) 0.0 $313k 5.2k 60.02
Diamondback Energy (FANG) 0.0 $313k 2.1k 150.33
Republic Services (RSG) 0.0 $309k 1.5k 211.98
Nike CL B (NKE) 0.0 $309k 4.8k 63.72
Rio Tinto Sponsored Adr (RIO) 0.0 $309k 3.9k 80.03
Ford Motor Company (F) 0.0 $309k 24k 13.12
Warner Bros Discovery Com Ser A (WBD) 0.0 $307k 11k 28.82
Kinder Morgan (KMI) 0.0 $305k 11k 27.49
West Pharmaceutical Services (WST) 0.0 $305k 1.1k 275.14
3M Company (MMM) 0.0 $305k 1.9k 160.09
Monolithic Power Systems (MPWR) 0.0 $305k 336.00 906.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $304k 6.0k 50.29
D-wave Quantum (QBTS) 0.0 $304k 12k 26.15
Independence Realty Trust In (IRT) 0.0 $302k 17k 17.48
Altria (MO) 0.0 $302k 5.2k 57.66
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $301k 3.2k 93.97
Arch Cap Group Ord (ACGL) 0.0 $300k 3.1k 95.92
Devon Energy Corporation (DVN) 0.0 $298k 8.1k 36.63
Alcon Ord Shs (ALC) 0.0 $296k 3.8k 78.81
Baker Hughes Company Cl A (BKR) 0.0 $295k 6.5k 45.54
Toyota Motor Corp Ads (TM) 0.0 $294k 1.4k 214.06
Doordash Cl A (DASH) 0.0 $294k 1.3k 226.48
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $292k 484.00 603.49
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $290k 3.8k 75.44
Reddit Cl A (RDDT) 0.0 $287k 1.2k 229.87
General Mills (GIS) 0.0 $287k 6.2k 46.50
Paypal Holdings (PYPL) 0.0 $285k 4.9k 58.38
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $285k 1.2k 242.82
Huntington Bancshares Incorporated (HBAN) 0.0 $283k 16k 17.35
Arthur J. Gallagher & Co. (AJG) 0.0 $283k 1.1k 258.80
Relx Sponsored Adr (RELX) 0.0 $280k 6.9k 40.42
Johnson Ctls Intl SHS (JCI) 0.0 $280k 2.3k 119.74
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $279k 6.0k 46.04
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $275k 1.9k 146.58
First Ctzns Bancshares Inc D Cl A (FCNCA) 0.0 $275k 128.00 2146.18
Illumina (ILMN) 0.0 $275k 2.1k 131.17
Western Digital (WDC) 0.0 $273k 1.6k 172.27
Agilent Technologies Inc C ommon (A) 0.0 $273k 2.0k 136.04
Ishares Msci Brazil Etf (EWZ) 0.0 $273k 8.6k 31.77
Mondelez Intl Cl A (MDLZ) 0.0 $271k 5.0k 53.83
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $270k 4.1k 65.10
Hilton Worldwide Holdings (HLT) 0.0 $270k 939.00 287.12
Paccar (PCAR) 0.0 $269k 2.5k 109.51
Targa Res Corp (TRGP) 0.0 $266k 1.4k 184.50
Carrier Global Corporation (CARR) 0.0 $266k 5.0k 52.84
United Therapeutics Corporation (UTHR) 0.0 $266k 545.00 487.25
Copart (CPRT) 0.0 $262k 6.7k 39.15
Cheniere Energy Com New (LNG) 0.0 $255k 1.3k 194.39
Bitwise Funds Trust Crypto Industry (BITQ) 0.0 $255k 13k 19.93
Suncor Energy (SU) 0.0 $252k 5.7k 44.36
Ventas (VTR) 0.0 $250k 3.2k 77.39
Rbc Cad (RY) 0.0 $249k 1.5k 170.52
Amer Sports Com Shs (AS) 0.0 $248k 6.7k 37.35
Dell Technologies CL C (DELL) 0.0 $247k 2.0k 125.86
National Grid Sponsored Adr Ne (NGG) 0.0 $246k 3.2k 77.35
Guardant Health (GH) 0.0 $246k 2.4k 102.14
Fortinet (FTNT) 0.0 $245k 3.1k 79.41
Exelon Corporation (EXC) 0.0 $244k 5.6k 43.59
Select Sector Spdr Tr State Street Rea (XLRE) 0.0 $244k 6.0k 40.35
Hf Sinclair Corp (DINO) 0.0 $244k 5.3k 46.08
Twilio Cl A (TWLO) 0.0 $242k 1.7k 142.24
Unilever Spon Adr New (UL) 0.0 $242k 3.7k 65.40
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $241k 9.0k 26.91
Golub Capital BDC (GBDC) 0.0 $240k 18k 13.57
Xylem (XYL) 0.0 $240k 1.8k 136.22
Hdfc Bank Sponsored Ads (HDB) 0.0 $239k 6.5k 36.54
Global Payments (GPN) 0.0 $239k 3.1k 77.40
Target Corporation (TGT) 0.0 $239k 2.4k 97.75
Mettler-Toledo International (MTD) 0.0 $238k 171.00 1394.19
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $238k 18k 13.25
Consolidated Edison (ED) 0.0 $238k 2.4k 99.30
Kroger (KR) 0.0 $237k 3.8k 62.47
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $235k 32k 7.32
Centene Corporation (CNC) 0.0 $235k 5.7k 41.15
United Parcel Service CL B (UPS) 0.0 $231k 2.3k 99.19
Chewy Cl A (CHWY) 0.0 $230k 7.0k 33.05
Waste Connections (WCN) 0.0 $230k 1.3k 175.36
Biogen Idec (BIIB) 0.0 $227k 1.3k 176.04
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $225k 2.6k 85.37
Hldgs (UAL) 0.0 $224k 2.0k 111.82
Portland Gen Elec Com New (POR) 0.0 $224k 4.7k 47.99
Cullen/Frost Bankers (CFR) 0.0 $224k 1.8k 126.63
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $222k 2.0k 113.72
Global X Fds Lithium Btry Etf (LIT) 0.0 $222k 3.4k 64.86
CSX Corporation (CSX) 0.0 $222k 6.1k 36.25
Ormat Technologies (ORA) 0.0 $219k 2.0k 110.47
Invesco SHS (IVZ) 0.0 $218k 8.3k 26.27
Ferguson Enterprises Common Stock New (FERG) 0.0 $218k 978.00 222.64
SYSCO Corporation (SYY) 0.0 $218k 3.0k 73.70
Atlassian Corporation Cl A (TEAM) 0.0 $217k 1.3k 162.14
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $217k 5.3k 40.86
Air Products & Chemicals (APD) 0.0 $216k 875.00 247.09
Axsome Therapeutics (AXSM) 0.0 $216k 1.2k 182.64
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $215k 3.1k 68.37
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.0 $215k 4.7k 45.88
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $215k 1.1k 191.56
Nasdaq Omx (NDAQ) 0.0 $214k 2.2k 97.14
Airbnb Com Cl A (ABNB) 0.0 $214k 1.6k 135.70
RPM International (RPM) 0.0 $213k 2.0k 104.00
Globe Life (GL) 0.0 $213k 1.5k 139.90
Live Nation Entertainment (LYV) 0.0 $213k 1.5k 142.50
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $213k 3.0k 71.45
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $213k 2.0k 106.70
Spotify Technology S A SHS (SPOT) 0.0 $213k 366.00 580.71
Ea Series Trust Tbg Dividend Foc (TBG) 0.0 $212k 6.3k 33.39
Canadian Natl Ry (CNI) 0.0 $211k 2.1k 98.86
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $211k 4.5k 46.92
Public Service Enterprise (PEG) 0.0 $210k 2.6k 80.31
Global X Fds Artificial Etf (AIQ) 0.0 $210k 4.1k 50.86
Vanguard World Consum Dis Etf (VCR) 0.0 $210k 532.00 393.99
Workday Cl A (WDAY) 0.0 $209k 975.00 214.78
Valero Energy Corporation (VLO) 0.0 $209k 1.3k 162.73
Delta Air Lines Inc Del Com New (DAL) 0.0 $208k 3.0k 69.39
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $205k 1.7k 121.75
Barclays Adr (BCS) 0.0 $204k 8.0k 25.45
American Centy Etf Tr Avantis Core Fi (AVIG) 0.0 $204k 4.9k 41.92
Anglogold Ashanti Com Shs (AU) 0.0 $203k 2.4k 85.28
Vanguard Index Fds Large Cap Etf (VV) 0.0 $202k 642.00 314.80
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $200k 2.4k 82.02
Enbridge (ENB) 0.0 $200k 4.2k 47.83
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $191k 36k 5.30
Natwest Group Spons Adr (NWG) 0.0 $189k 11k 17.50
Haleon Spon Ads (HLN) 0.0 $185k 18k 10.11
Archer Aviation Com Cl A (ACHR) 0.0 $183k 24k 7.52
Trinity Cap (TRIN) 0.0 $182k 12k 14.65
Amcor Ord 0.0 $120k 14k 8.34
Medical Properties Trust (MPT) 0.0 $105k 21k 5.00
B&G Foods (BGS) 0.0 $101k 23k 4.30
Bgc Group Cl A (BGC) 0.0 $101k 11k 8.93
Pagseguro Digital Com Cl A (PAGS) 0.0 $97k 10k 9.64
Kalaris Therapeutics (KLRS) 0.0 $86k 10k 8.44
Terra Innovatum Global Nv Ord Shs (NKLR) 0.0 $81k 18k 4.62
Nokia Corp Sponsored Adr (NOK) 0.0 $73k 11k 6.47
Icl Group SHS (ICL) 0.0 $64k 11k 5.71
Shattuck Labs (STTK) 0.0 $52k 14k 3.65
Under Armour CL C (UA) 0.0 $52k 11k 4.80
Amc Entmt Hldgs Cl A New (AMC) 0.0 $47k 30k 1.56
Wipro Spon Adr 1 Sh (WIT) 0.0 $38k 13k 2.84
Serina Therapeutics Com Shs (SER) 0.0 $34k 18k 1.91
Ribbon Communication (RBBN) 0.0 $31k 11k 2.88
Waldencast Class A Ord Shs (WALD) 0.0 $20k 11k 1.88
K Wave Media Ord Shs (KWM) 0.0 $14k 33k 0.41