Keel Point

Keel Point as of March 31, 2026

Portfolio Holdings for Keel Point

Keel Point holds 460 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
Vanguard Index Fds S&p 500 Etf Shs (VOO) 19.6 $296M 495k 597.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.8 $72M 1.1M 64.08
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY) 4.7 $71M 109k 650.34
Netflix (NFLX) 4.1 $62M 648k 96.15
Ishares Tr Core Us Aggbd Et (AGG) 3.4 $52M 524k 99.27
Ishares Tr Rus 1000 Etf (IWB) 2.9 $44M 124k 356.56
Spdr Gold Tr Gold Shs (GLD) 2.5 $39M 89k 430.29
Ishares Tr Msci Eafe Etf (EFA) 2.5 $38M 396k 97.13
Apple (AAPL) 2.0 $31M 121k 253.79
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.8 $28M 290k 95.44
NVIDIA Corporation (NVDA) 1.7 $26M 147k 174.40
Spdr Series Trust State Street Spd (SPYM) 1.6 $24M 308k 76.54
Amazon (AMZN) 1.3 $20M 95k 208.27
Tesla Motors (TSLA) 1.3 $19M 51k 371.75
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $18M 43k 426.40
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $18M 82k 213.67
Vanguard Index Fds Extend Mkt Etf (VXF) 1.1 $17M 84k 205.80
Microsoft Corporation (MSFT) 1.0 $15M 40k 370.17
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.9 $14M 142k 100.72
Alphabet Cap Stk Cl A (GOOGL) 0.9 $14M 48k 287.56
Intuitive Surgical Com New (ISRG) 0.9 $13M 29k 460.99
Booking Holdings (BKNG) 0.9 $13M 3.1k 4210.32
Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $12M 216k 56.79
Vanguard World Mega Cap Index (MGC) 0.8 $12M 51k 236.35
Southern Company (SO) 0.7 $11M 114k 96.52
Ishares Silver Tr Ishares (SLV) 0.7 $9.9M 145k 68.14
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.6 $9.8M 83k 118.60
Ishares Tr Core S&p500 Etf (IVV) 0.6 $9.7M 15k 653.23
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $9.5M 77k 124.31
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $9.3M 13.00 718140.00
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.5 $8.2M 159k 51.84
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) 0.5 $8.2M 14k 577.18
Wal-Mart Stores (WMT) 0.5 $7.6M 61k 124.28
Alphabet Cap Stk Cl C (GOOG) 0.5 $7.5M 26k 286.86
Home Depot (HD) 0.5 $7.2M 22k 328.89
Visa Com Cl A (V) 0.4 $6.3M 21k 302.23
Meta Platforms Cl A (META) 0.4 $6.3M 11k 572.15
Johnson & Johnson (JNJ) 0.4 $6.2M 25k 244.44
Broadcom (AVGO) 0.4 $6.0M 19k 309.51
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $6.0M 81k 73.64
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.4 $5.4M 217k 24.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $5.2M 11k 479.21
JPMorgan Chase & Co. (JPM) 0.3 $5.1M 17k 294.16
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $5.1M 37k 138.37
Stryker Corporation (SYK) 0.3 $4.9M 15k 328.58
Merck & Co (MRK) 0.3 $4.7M 39k 120.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $4.7M 15k 320.80
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $4.5M 55k 82.57
Amphenol Corp Cl A (APH) 0.3 $4.3M 34k 126.35
Exxon Mobil Corporation (XOM) 0.3 $4.0M 24k 169.66
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $3.9M 45k 88.70
Linde SHS (LIN) 0.3 $3.9M 7.8k 495.77
Fastenal Company (FAST) 0.3 $3.8M 82k 46.40
Thermo Fisher Scientific (TMO) 0.3 $3.8M 7.7k 491.53
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $3.8M 15k 257.35
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $3.7M 39k 95.62
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $3.7M 28k 132.90
Vanguard Index Fds Growth Etf (VUG) 0.2 $3.7M 8.4k 436.77
Illinois Tool Works (ITW) 0.2 $3.6M 14k 260.30
International Business Machines (IBM) 0.2 $3.6M 15k 242.39
Intercontinental Exchange (ICE) 0.2 $3.6M 23k 157.28
Qualcomm (QCOM) 0.2 $3.5M 28k 128.78
Motorola Solutions Com New (MSI) 0.2 $3.5M 8.2k 433.96
Coca-Cola Company (KO) 0.2 $3.4M 45k 76.05
Church & Dwight (CHD) 0.2 $3.4M 36k 93.32
Expeditors International of Washington (EXPD) 0.2 $3.3M 23k 143.23
Sherwin-Williams Company (SHW) 0.2 $3.3M 10k 320.54
Rocket Lab Corp (RKLB) 0.2 $3.3M 51k 64.22
Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.3M 17k 198.29
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $3.3M 48k 67.53
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $3.1M 13k 248.83
MercadoLibre (MELI) 0.2 $3.1M 1.8k 1729.02
Roper Industries (ROP) 0.2 $3.1M 8.8k 353.87
Ishares Core Msci Emkt (IEMG) 0.2 $3.1M 44k 69.75
S&p Global (SPGI) 0.2 $2.8M 6.7k 425.34
Automatic Data Processing (ADP) 0.2 $2.7M 13k 203.17
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $2.7M 25k 108.99
Check Point Software Tech Lt Ord (CHKP) 0.2 $2.7M 19k 142.85
Ishares Tr Us Aer Def Etf (ITA) 0.2 $2.7M 12k 218.75
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $2.7M 137k 19.53
Boston Scientific Corporation (BSX) 0.2 $2.6M 42k 62.75
Cisco Systems (CSCO) 0.2 $2.6M 33k 77.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $2.6M 13k 191.82
Vanguard Index Fds Value Etf (VTV) 0.2 $2.5M 13k 196.19
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $2.5M 18k 142.43
Caterpillar (CAT) 0.2 $2.5M 3.5k 708.47
Lowe's Companies (LOW) 0.2 $2.5M 10k 236.28
Eli Lilly & Co. (LLY) 0.2 $2.5M 2.7k 919.76
Walt Disney Company (DIS) 0.2 $2.4M 25k 96.38
Abbvie (ABBV) 0.2 $2.4M 11k 217.48
Ishares Tr Core Msci Total (IXUS) 0.2 $2.3M 27k 86.64
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.2 $2.3M 23k 97.73
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.3M 11k 215.06
Raytheon Technologies Corp (RTX) 0.1 $2.3M 12k 192.89
AutoZone (AZO) 0.1 $2.3M 667.00 3377.78
McDonald's Corporation (MCD) 0.1 $2.3M 7.2k 310.79
Palantir Technologies Cl A (PLTR) 0.1 $2.2M 15k 146.28
Casey's General Stores (CASY) 0.1 $2.2M 3.0k 727.87
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.1 $2.2M 55k 39.43
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $2.2M 32k 68.47
Norfolk Southern (NSC) 0.1 $2.2M 7.6k 287.01
Lam Research Corp Com New (LRCX) 0.1 $2.2M 10k 213.65
Bank of America Corporation (BAC) 0.1 $2.0M 41k 48.75
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $2.0M 23k 86.69
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $2.0M 33k 59.03
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.0M 18k 111.37
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $1.9M 19k 100.17
Costco Wholesale Corporation (COST) 0.1 $1.9M 1.9k 996.40
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $1.9M 5.8k 328.63
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.1 $1.9M 38k 49.46
Arista Networks Com Shs (ANET) 0.1 $1.8M 15k 122.78
Ishares Tr Eafe Value Etf (EFV) 0.1 $1.8M 24k 74.35
Chevron Corporation (CVX) 0.1 $1.8M 8.5k 206.90
Elevation Series Trust Sovereigns Capit (SOVF) 0.1 $1.7M 64k 26.81
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $1.7M 37k 45.12
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $1.7M 74k 22.91
Procter & Gamble Company (PG) 0.1 $1.7M 12k 144.44
Victory Portfolios Ii Shares Free Cash (VFLO) 0.1 $1.7M 43k 39.48
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $1.7M 27k 61.26
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $1.6M 51k 30.50
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.5M 5.9k 261.92
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $1.5M 43k 35.44
Micron Technology (MU) 0.1 $1.5M 4.5k 337.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.5M 28k 54.05
Ishares Tr Select Divid Etf (DVY) 0.1 $1.5M 10k 151.41
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.5M 19k 78.41
Applied Materials (AMAT) 0.1 $1.5M 4.4k 341.81
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $1.5M 38k 39.68
Mastercard Incorporated Cl A (MA) 0.1 $1.5M 3.0k 499.67
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.5M 5.9k 248.02
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.1 $1.4M 33k 44.35
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.4M 57k 24.75
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $1.4M 36k 38.96
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.4M 11k 132.50
Oracle Corporation (ORCL) 0.1 $1.4M 9.3k 147.11
Cintas Corporation (CTAS) 0.1 $1.3M 7.8k 169.14
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.3M 14k 90.53
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $1.3M 66k 19.62
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.1 $1.3M 16k 79.12
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.3M 44k 29.13
At&t (T) 0.1 $1.3M 44k 28.99
Ishares Gold Tr Ishares New (IAU) 0.1 $1.3M 14k 88.16
Newmont Mining Corporation (NEM) 0.1 $1.2M 11k 108.25
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.2M 8.7k 138.31
Starbucks Corporation (SBUX) 0.1 $1.2M 13k 89.59
Philip Morris International (PM) 0.1 $1.1M 6.9k 165.35
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $1.1M 6.9k 161.73
Servisfirst Bancshares (SFBS) 0.1 $1.1M 15k 72.83
Nextera Energy (NEE) 0.1 $1.1M 12k 92.88
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $1.1M 12k 94.56
Ge Vernova (GEV) 0.1 $1.1M 1.3k 873.07
Select Sector Spdr Tr State Street Com (XLC) 0.1 $1.1M 9.9k 110.86
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $1.1M 24k 45.89
Verizon Communications (VZ) 0.1 $1.1M 22k 50.20
United Rentals (URI) 0.1 $1.1M 1.5k 728.56
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $1.1M 9.1k 118.51
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $1.1M 3.2k 337.95
Ge Aerospace Com New (GE) 0.1 $1.1M 3.7k 283.74
Dycom Industries (DY) 0.1 $1.0M 3.1k 338.80
Uber Technologies (UBER) 0.1 $1.0M 15k 71.93
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.0M 7.3k 141.42
Ishares Tr National Mun Etf (MUB) 0.1 $1.0M 9.5k 106.15
FedEx Corporation (FDX) 0.1 $1.0M 2.8k 356.20
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $996k 6.8k 145.74
Citigroup Com New (C) 0.1 $996k 8.8k 113.41
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $991k 26k 38.86
Advanced Micro Devices (AMD) 0.1 $974k 4.8k 203.41
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $972k 26k 36.81
Bofi Holding (AX) 0.1 $970k 11k 85.09
Chubb (CB) 0.1 $964k 3.0k 325.96
Williams Companies (WMB) 0.1 $947k 13k 72.78
salesforce (CRM) 0.1 $946k 5.1k 186.68
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $937k 8.5k 110.39
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $934k 707.00 1321.06
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $925k 18k 52.56
United Sts Oil Units (USO) 0.1 $922k 7.2k 127.25
Gilead Sciences (GILD) 0.1 $920k 6.6k 139.36
Novartis Sponsored Adr (NVS) 0.1 $919k 6.0k 152.76
Amgen (AMGN) 0.1 $917k 2.6k 351.82
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.1 $914k 5.1k 178.23
Ishares Tr Tips Bd Etf (TIP) 0.1 $893k 8.1k 110.36
Wells Fargo & Company (WFC) 0.1 $889k 11k 79.61
Lockheed Martin Corporation (LMT) 0.1 $883k 1.5k 604.34
Morgan Stanley Com New (MS) 0.1 $879k 5.3k 164.58
ConocoPhillips (COP) 0.1 $868k 6.6k 131.99
Entergy Corporation (ETR) 0.1 $863k 7.7k 112.36
Dominion Resources (D) 0.1 $860k 14k 61.82
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $855k 17k 50.61
Select Sector Spdr Tr State Street Mat (XLB) 0.1 $820k 16k 49.97
Global X Fds Artificial Etf (AIQ) 0.1 $820k 18k 46.67
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $820k 49k 16.72
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.1 $815k 17k 47.15
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $811k 6.3k 128.12
Duke Energy Corp Com New (DUK) 0.1 $810k 6.2k 130.95
Block Cl A (XYZ) 0.1 $805k 13k 60.18
Unum (UNM) 0.1 $800k 11k 73.03
Northrop Grumman Corporation (NOC) 0.1 $799k 1.2k 681.98
Goldman Sachs (GS) 0.1 $785k 928.00 846.35
AFLAC Incorporated (AFL) 0.1 $774k 7.1k 109.70
Kla Corp Com New (KLAC) 0.1 $774k 525.00 1473.65
General Dynamics Corporation (GD) 0.1 $764k 2.2k 343.17
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $762k 16k 47.53
UnitedHealth (UNH) 0.1 $759k 2.8k 270.56
Union Pacific Corporation (UNP) 0.0 $756k 3.1k 242.64
Texas Instruments Incorporated (TXN) 0.0 $739k 3.8k 194.15
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $732k 14k 52.54
Pepsi (PEP) 0.0 $722k 4.7k 155.30
Truist Financial Corp equities (TFC) 0.0 $721k 16k 45.97
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $709k 35k 20.42
Ishares Esg Awr Msci Em (ESGE) 0.0 $695k 15k 45.47
Vanguard World Inf Tech Etf (VGT) 0.0 $693k 994.00 697.47
Trane Technologies SHS (TT) 0.0 $691k 1.7k 416.73
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $691k 6.1k 113.10
American Centy Etf Tr International Lr (AVIV) 0.0 $682k 9.1k 74.83
First Tr Exchange-traded A Mid Cap Val Fd (FNK) 0.0 $676k 12k 57.08
Boeing Company (BA) 0.0 $673k 3.4k 199.03
Phillips 66 (PSX) 0.0 $673k 3.7k 182.18
Blackrock (BLK) 0.0 $672k 699.00 961.66
Cummins (CMI) 0.0 $661k 1.2k 538.00
Abbott Laboratories (ABT) 0.0 $650k 6.3k 102.67
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) 0.0 $649k 25k 25.59
Honeywell International (HON) 0.0 $647k 2.9k 226.04
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $641k 6.4k 100.63
Select Sector Spdr Tr State Street Con (XLY) 0.0 $640k 5.9k 108.98
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $635k 10k 62.45
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.0 $631k 17k 37.39
Global X Fds Data Ctr & Digit (DTCR) 0.0 $631k 26k 23.96
TJX Companies (TJX) 0.0 $628k 3.9k 159.71
Ishares Msci Switzerland (EWL) 0.0 $626k 11k 58.81
Quanta Services (PWR) 0.0 $620k 1.1k 548.98
Ross Stores (ROST) 0.0 $619k 2.9k 216.64
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $618k 2.9k 211.17
Hycroft Mining Holding Corp Cl A New (HYMC) 0.0 $617k 18k 35.20
Waste Management (WM) 0.0 $616k 2.7k 229.80
Kinder Morgan (KMI) 0.0 $605k 18k 33.53
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $603k 5.5k 110.47
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $603k 2.1k 287.19
Hca Holdings (HCA) 0.0 $601k 1.3k 473.29
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $600k 21k 29.08
Vanguard World Comm Srvc Etf (VOX) 0.0 $599k 3.3k 179.84
American Express Company (AXP) 0.0 $597k 2.0k 302.50
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.0 $592k 25k 23.86
Ab Active Etfs Intl Low Volatlt (ILOW) 0.0 $591k 14k 42.66
Eaton Corp SHS (ETN) 0.0 $590k 1.7k 357.59
Deere & Company (DE) 0.0 $590k 1.0k 563.49
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $582k 9.8k 59.55
Parker-Hannifin Corporation (PH) 0.0 $581k 649.00 895.84
Baidu Spon Adr Rep A (BIDU) 0.0 $581k 5.2k 111.42
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $575k 5.9k 97.23
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) 0.0 $573k 14k 39.97
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $568k 11k 53.22
First Tr Exchange-traded SHS (FVD) 0.0 $565k 12k 47.03
Bitwise Ethereum Etf SHS (ETHW) 0.0 $565k 38k 15.00
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $564k 12k 45.62
Astrazeneca Ord (AZN) 0.0 $558k 2.8k 197.23
Welltower Inc Com reit (WELL) 0.0 $557k 2.8k 197.74
McKesson Corporation (MCK) 0.0 $548k 633.00 865.41
Ishares Tr Mbs Etf (MBB) 0.0 $541k 5.7k 94.95
Zillow Group Cl C Cap Stk (Z) 0.0 $535k 13k 41.38
Marathon Petroleum Corp (MPC) 0.0 $534k 2.2k 244.21
Ea Series Trust Relative Sentime (MOOD) 0.0 $507k 12k 41.01
Ambarella SHS (AMBA) 0.0 $506k 9.8k 51.48
Vulcan Materials Company (VMC) 0.0 $504k 1.9k 272.27
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.0 $500k 12k 42.96
Analog Devices (ADI) 0.0 $492k 1.5k 318.16
Charles Schwab Corporation (SCHW) 0.0 $487k 5.2k 93.98
Regions Financial Corporation (RF) 0.0 $486k 19k 26.12
Select Sector Spdr Tr State Street Con (XLP) 0.0 $484k 5.9k 81.98
Vanguard World Financials Etf (VFH) 0.0 $483k 4.0k 120.81
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $479k 7.5k 63.94
Colgate-Palmolive Company (CL) 0.0 $474k 5.6k 85.23
Bristol Myers Squibb (BMY) 0.0 $469k 7.7k 60.65
L3harris Technologies (LHX) 0.0 $465k 1.3k 345.06
Pfizer (PFE) 0.0 $465k 17k 28.08
Ishares Tr Msci India Etf (INDA) 0.0 $457k 9.8k 46.84
American Electric Power Company (AEP) 0.0 $456k 3.5k 131.10
Danaher Corporation (DHR) 0.0 $456k 2.4k 189.58
First Tr Exchange Traded Dorsey Wright (DALI) 0.0 $453k 16k 27.82
Cme (CME) 0.0 $446k 1.5k 295.27
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $443k 8.0k 55.24
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $442k 12k 35.71
Spdr Index Shs Fds State Street Spd (SPDW) 0.0 $442k 9.7k 45.65
Chipotle Mexican Grill (CMG) 0.0 $437k 14k 32.01
Constellation Energy (CEG) 0.0 $436k 1.6k 279.33
United Cmnty Bks Ga Cap Stk (UCB) 0.0 $435k 14k 31.49
Ecolab (ECL) 0.0 $429k 1.6k 266.10
Old Dominion Freight Line (ODFL) 0.0 $428k 2.2k 195.44
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $423k 2.9k 146.61
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $423k 947.00 446.37
Allstate Corporation (ALL) 0.0 $420k 2.0k 207.33
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $416k 8.4k 49.79
Autodesk (ADSK) 0.0 $414k 1.7k 239.45
Palo Alto Networks (PANW) 0.0 $413k 2.6k 160.33
Spdr Series Trust State Street Spd (SPTI) 0.0 $410k 14k 28.66
Bank of New York Mellon Corporation (BK) 0.0 $405k 3.4k 118.64
Nebius Group Shs Class A (NBIS) 0.0 $405k 3.9k 103.76
Emerson Electric (EMR) 0.0 $403k 3.1k 131.03
Middleby Corporation (MIDD) 0.0 $399k 3.0k 132.58
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $395k 15k 25.64
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $393k 752.00 522.71
Dollar General (DG) 0.0 $393k 3.3k 118.73
Intel Corporation (INTC) 0.0 $391k 8.9k 44.13
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $383k 1.9k 203.79
Servicenow (NOW) 0.0 $380k 3.6k 104.55
American Tower Reit (AMT) 0.0 $380k 2.2k 172.55
Progressive Corporation (PGR) 0.0 $379k 1.9k 198.23
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL) 0.0 $375k 9.6k 38.89
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $373k 8.1k 46.36
Comcast Corp Cl A (CMCSA) 0.0 $370k 13k 28.71
Spdr Series Trust State Street Spd (SDY) 0.0 $367k 2.5k 145.97
Canadian Pacific Kansas City (CP) 0.0 $365k 4.6k 78.66
Victory Portfolios Ii Victoryshares Sm (SFLO) 0.0 $360k 12k 30.03
Te Connectivity Ord Shs (TEL) 0.0 $359k 1.7k 209.02
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $357k 8.5k 42.22
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.0 $356k 13k 26.91
Williams-Sonoma (WSM) 0.0 $355k 1.9k 182.33
Toast Cl A (TOST) 0.0 $354k 13k 26.51
Rockwell Automation (ROK) 0.0 $352k 981.00 358.98
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $351k 3.0k 118.62
Altria (MO) 0.0 $350k 5.3k 65.99
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $345k 7.0k 49.37
Pdd Holdings Sponsored Ads (PDD) 0.0 $344k 3.4k 102.18
Prologis (PLD) 0.0 $339k 2.6k 132.17
General Motors Company (GM) 0.0 $335k 4.5k 74.50
Republic Services (RSG) 0.0 $335k 1.5k 219.07
Spdr Series Trust State Street Spd (SPSM) 0.0 $334k 6.9k 48.32
Hf Sinclair Corp (DINO) 0.0 $334k 5.4k 62.39
Capital One Financial (COF) 0.0 $334k 1.8k 182.46
Ishares Msci Brazil Etf (EWZ) 0.0 $330k 8.6k 38.39
Monster Beverage Corp (MNST) 0.0 $329k 4.5k 72.46
Targa Res Corp (TRGP) 0.0 $328k 1.3k 250.73
Us Bancorp Com New (USB) 0.0 $327k 6.3k 52.01
Intuit (INTU) 0.0 $327k 755.00 432.40
Travelers Companies (TRV) 0.0 $326k 1.1k 291.81
Adobe Systems Incorporated (ADBE) 0.0 $326k 1.3k 243.08
Grayscale Ethereum Staking E SHS (ETHE) 0.0 $323k 19k 17.07
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $322k 1.5k 217.20
HSBC HLDGS Spon Adr New (HSBC) 0.0 $319k 3.9k 82.50
Ishares Ethereum Tr SHS (ETHA) 0.0 $317k 20k 15.83
Sandisk Corp (SNDK) 0.0 $315k 495.00 635.34
Cheniere Energy Com New (LNG) 0.0 $312k 1.1k 283.76
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $311k 2.6k 121.19
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $310k 3.1k 99.86
Zoetis Cl A (ZTS) 0.0 $310k 2.6k 118.22
O'reilly Automotive (ORLY) 0.0 $310k 3.4k 92.31
Oneok (OKE) 0.0 $309k 3.4k 90.39
Medtronic SHS (MDT) 0.0 $303k 3.5k 86.64
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $302k 6.1k 49.89
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $302k 5.5k 55.20
Howmet Aerospace (HWM) 0.0 $301k 1.3k 230.47
Blackstone Group Inc Com Cl A (BX) 0.0 $300k 2.6k 114.98
Nxp Semiconductors N V (NXPI) 0.0 $298k 1.5k 196.86
Regeneron Pharmaceuticals (REGN) 0.0 $298k 385.00 772.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $297k 3.8k 77.11
Royal Caribbean Cruises (RCL) 0.0 $297k 1.1k 275.26
Vistra Energy (VST) 0.0 $294k 2.0k 150.36
Cigna Corp (CI) 0.0 $288k 1.1k 266.80
Johnson Controls Internation SHS (JCI) 0.0 $287k 2.2k 130.95
Zillow Group Cl A (ZG) 0.0 $287k 6.9k 41.39
Bitwise Funds Trust Crypto Industry (BITQ) 0.0 $285k 15k 18.86
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $285k 3.5k 80.61
Omni (OMC) 0.0 $285k 3.8k 75.31
Bitwise Solana Staking Etf Com Shs Of Benef (BSOL) 0.0 $284k 26k 11.05
Arch Cap Group Ord (ACGL) 0.0 $282k 2.9k 95.99
D.R. Horton (DHI) 0.0 $282k 2.1k 137.19
Ishares Msci Gbl Min Vol (ACWV) 0.0 $282k 2.4k 119.51
Crowdstrike Hldgs Cl A (CRWD) 0.0 $281k 719.00 390.24
Consolidated Edison (ED) 0.0 $279k 2.5k 113.17
Cadence Design Systems (CDNS) 0.0 $272k 979.00 277.92
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.0 $272k 8.1k 33.74
Freeport Mcmoran CL B (FCX) 0.0 $271k 4.6k 58.77
Marsh & McLennan Companies (MRSH) 0.0 $270k 1.6k 173.51
Monolithic Power Systems (MPWR) 0.0 $266k 243.00 1093.45
Rollins (ROL) 0.0 $264k 5.0k 53.41
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $262k 668.00 392.02
Bitwise Xrp Etf Beneficial Int (XRP) 0.0 $262k 17k 15.03
Independence Realty Trust In (IRT) 0.0 $257k 17k 14.89
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $256k 4.1k 61.64
Axon Enterprise (AXON) 0.0 $254k 599.00 424.69
Global X Fds Lithium Btry Etf (LIT) 0.0 $254k 3.4k 74.35
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $253k 2.7k 92.69
Hilton Worldwide Holdings (HLT) 0.0 $252k 829.00 303.93
Valero Energy Corporation (VLO) 0.0 $251k 1.0k 246.99
MetLife (MET) 0.0 $250k 3.5k 70.73
National Grid Sponsored Adr Ne (NGG) 0.0 $249k 2.9k 84.60
Carvana Cl A (CVNA) 0.0 $249k 791.00 314.38
Msci (MSCI) 0.0 $248k 461.00 538.64
Select Sector Spdr Tr State Street Rea (XLRE) 0.0 $248k 6.1k 40.83
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $247k 400.00 616.97
Corning Incorporated (GLW) 0.0 $245k 1.8k 135.98
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.0 $243k 4.3k 55.85
Ishares Tr MRGSTR SM CP GR (ISCG) 0.0 $242k 4.4k 54.80
United Parcel Svcs CL B (UPS) 0.0 $242k 2.5k 98.39
Enbridge (ENB) 0.0 $241k 4.5k 54.14
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $240k 3.0k 78.77
Exelon Corporation (EXC) 0.0 $240k 4.9k 49.02
Ameriprise Financial (AMP) 0.0 $239k 538.00 444.41
Target Corporation (TGT) 0.0 $239k 2.0k 121.20
AmerisourceBergen (COR) 0.0 $238k 758.00 314.20
Aon Shs Cl A (AON) 0.0 $238k 737.00 322.93
Marvell Technology (MRVL) 0.0 $237k 2.4k 99.05
3M Company (MMM) 0.0 $237k 1.6k 145.23
eBay (EBAY) 0.0 $237k 2.6k 91.03
Metropcs Communications (TMUS) 0.0 $234k 1.1k 209.96
Equinix (EQIX) 0.0 $231k 236.00 980.35
IDEXX Laboratories (IDXX) 0.0 $230k 410.00 561.99
Ea Series Trust Tbg Dividend Foc (TBG) 0.0 $230k 6.6k 34.86
Chunghwa Telecom Spon Adr New11 (CHT) 0.0 $228k 5.4k 42.24
Nike CL B (NKE) 0.0 $228k 4.3k 52.83
Sony Group Corp Sponsored Adr (SONY) 0.0 $225k 11k 20.70
Kenvue (KVUE) 0.0 $225k 13k 17.24
Realty Income (O) 0.0 $224k 3.7k 61.18
Kroger (KR) 0.0 $223k 3.1k 72.35
Tapestry (TPR) 0.0 $222k 1.6k 141.12
Devon Energy Corporation (DVN) 0.0 $220k 4.4k 50.32
Spdr Index Shs Fds State Street Spd (GWX) 0.0 $220k 5.2k 42.23
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.0 $220k 2.0k 110.76
Dell Technologies CL C (DELL) 0.0 $220k 1.3k 164.10
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.0 $220k 4.9k 44.80
Masimo Corporation (MASI) 0.0 $218k 1.2k 177.87
Warner Bros Discovery Com Ser A (WBD) 0.0 $218k 7.9k 27.46
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $218k 2.0k 106.50
Golub Capital BDC (GBDC) 0.0 $218k 17k 12.66
Parsons Corporation (PSN) 0.0 $218k 4.0k 54.17
Diamondback Energy (FANG) 0.0 $218k 1.1k 197.80
Shell Spon Ads (SHEL) 0.0 $218k 2.3k 92.99
Ishares Tr Yld Optim Bd (BYLD) 0.0 $217k 9.6k 22.53
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $217k 1.0k 209.08
CVS Caremark Corporation (CVS) 0.0 $216k 3.0k 71.82
PNC Financial Services (PNC) 0.0 $215k 1.0k 208.07
Yum! Brands (YUM) 0.0 $215k 1.4k 155.45
Rbc Cad (RY) 0.0 $212k 1.3k 161.82
Guardant Health (GH) 0.0 $211k 2.3k 92.37
Applovin Corp Com Cl A (APP) 0.0 $210k 528.00 398.02
Emcor (EME) 0.0 $208k 281.00 738.50
Digital Realty Trust (DLR) 0.0 $206k 1.1k 180.17
Baker Hughes Company Cl A (BKR) 0.0 $205k 3.4k 61.04
Ing Groep Sponsored Adr (ING) 0.0 $204k 7.8k 26.05
Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) 0.0 $203k 10k 19.75
Spdr Series Trust State Street Spd (CWB) 0.0 $203k 2.2k 91.52
Simon Property (SPG) 0.0 $202k 1.1k 186.60
American Centy Etf Tr Avantis Core Fi (AVIG) 0.0 $202k 4.9k 41.54
Global X Fds Defense Tech Etf (SHLD) 0.0 $202k 2.9k 70.83
Central Bancompany Com Cl A (CBC) 0.0 $201k 8.4k 23.95
Trinity Cap (TRIN) 0.0 $183k 12k 14.71
Banco Santander Sa Adr (SAN) 0.0 $182k 16k 11.28
Ford Motor Company (F) 0.0 $181k 16k 11.54
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $175k 22k 7.94
D-wave Quantum (QBTS) 0.0 $168k 12k 14.43
Medical Properties Trust (MPT) 0.0 $141k 30k 4.63
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $138k 28k 5.03
Dhi (DHX) 0.0 $123k 44k 2.81
Archer Aviation Com Cl A (ACHR) 0.0 $122k 24k 5.17
Terra Innovatum Global Nv Ord Shs (NKLR) 0.0 $82k 18k 4.64
Amc Entmt Hldgs Cl A New (AMC) 0.0 $63k 64k 0.98
Venu Hldg Corp (VENU) 0.0 $62k 19k 3.31
Icl Group SHS (ICL) 0.0 $55k 11k 5.18
Flyexclusive Com Cl A (FLYX) 0.0 $42k 19k 2.26
Serina Therapeutics Com Shs (SER) 0.0 $42k 22k 1.94
Gt Biopharma (GTBP) 0.0 $8.5k 21k 0.41