Kimelman & Baird as of June 30, 2024
Portfolio Holdings for Kimelman & Baird
Kimelman & Baird holds 373 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 |
|---|---|---|---|---|---|
| Copart (CPRT) | 5.8 | $70M | 1.3M | 54.16 | |
| Apple (AAPL) | 5.4 | $66M | 313k | 210.62 | |
| Microsoft Corporation (MSFT) | 4.6 | $56M | 126k | 446.95 | |
| Costco Wholesale Corporation (COST) | 4.6 | $56M | 65k | 849.99 | |
| Amazon (AMZN) | 4.5 | $55M | 284k | 193.25 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $52M | 288k | 182.15 | |
| JPMorgan Chase & Co. (JPM) | 4.3 | $52M | 259k | 202.26 | |
| Waste Management (WM) | 3.8 | $46M | 217k | 213.34 | |
| Home Depot (HD) | 3.5 | $42M | 123k | 344.24 | |
| Blackstone Group Inc Com Cl A (BX) | 3.4 | $41M | 331k | 123.80 | |
| TJX Companies (TJX) | 3.1 | $38M | 344k | 110.10 | |
| Mastercard Incorporated Cl A (MA) | 3.1 | $38M | 86k | 441.16 | |
| Owens Corning (OC) | 3.0 | $36M | 207k | 173.72 | |
| Eli Lilly & Co. (LLY) | 2.8 | $34M | 38k | 905.38 | |
| Waste Connections (WCN) | 2.8 | $34M | 193k | 175.36 | |
| Bank of America Corporation (BAC) | 2.7 | $33M | 817k | 39.77 | |
| Visa Com Cl A (V) | 2.4 | $29M | 111k | 262.47 | |
| Honeywell International (HON) | 2.3 | $28M | 129k | 213.54 | |
| Uber Technologies (UBER) | 2.0 | $24M | 333k | 72.68 | |
| Union Pacific Corporation (UNP) | 2.0 | $24M | 105k | 226.26 | |
| Teleflex Incorporated (TFX) | 1.8 | $21M | 101k | 210.33 | |
| Merck & Co (MRK) | 1.7 | $20M | 164k | 123.80 | |
| United Parcel Service CL B (UPS) | 1.6 | $19M | 139k | 136.85 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $19M | 34k | 555.54 | |
| Digimarc Corporation (DMRC) | 1.5 | $18M | 589k | 31.01 | |
| International Business Machines (IBM) | 1.5 | $18M | 103k | 172.95 | |
| Dover Corporation (DOV) | 1.4 | $17M | 96k | 180.45 | |
| Nike CL B (NKE) | 1.2 | $15M | 192k | 75.37 | |
| Walt Disney Company (DIS) | 1.1 | $14M | 138k | 99.29 | |
| Linde SHS (LIN) | 1.1 | $14M | 31k | 438.81 | |
| Emerson Electric (EMR) | 1.1 | $13M | 119k | 110.16 | |
| Norfolk Southern (NSC) | 1.0 | $12M | 57k | 214.69 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $12M | 105k | 115.12 | |
| McDonald's Corporation (MCD) | 0.6 | $7.4M | 29k | 254.84 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $6.9M | 37k | 183.42 | |
| Chevron Corporation (CVX) | 0.6 | $6.7M | 43k | 156.42 | |
| Nucor Corporation (NUE) | 0.5 | $6.7M | 42k | 158.08 | |
| Steris Shs Usd (STE) | 0.5 | $6.5M | 29k | 219.54 | |
| Nextera Energy (NEE) | 0.5 | $5.9M | 84k | 70.81 | |
| Abbvie (ABBV) | 0.5 | $5.8M | 34k | 171.52 | |
| Amgen (AMGN) | 0.4 | $5.1M | 16k | 312.45 | |
| Shell Spon Ads (SHEL) | 0.4 | $5.1M | 70k | 72.18 | |
| Camden National Corporation (CAC) | 0.4 | $4.9M | 150k | 33.00 | |
| M&T Bank Corporation (MTB) | 0.4 | $4.5M | 30k | 151.36 | |
| Procter & Gamble Company (PG) | 0.3 | $3.8M | 23k | 164.92 | |
| Abbott Laboratories (ABT) | 0.3 | $3.1M | 30k | 103.91 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $2.7M | 13k | 210.72 | |
| 4068594 Enphase Energy (ENPH) | 0.2 | $2.4M | 24k | 99.71 | |
| Dupont De Nemours (DD) | 0.2 | $2.3M | 29k | 80.49 | |
| Minerals Technologies (MTX) | 0.2 | $2.1M | 25k | 83.16 | |
| Ge Aerospace Com New (GE) | 0.2 | $2.0M | 13k | 158.97 | |
| Travelers Companies (TRV) | 0.1 | $1.8M | 8.7k | 203.34 | |
| Dow (DOW) | 0.1 | $1.7M | 32k | 53.05 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.5M | 24k | 65.44 | |
| Johnson & Johnson (JNJ) | 0.1 | $1.5M | 10k | 146.16 | |
| Kimco Realty Corporation (KIM) | 0.1 | $1.4M | 73k | 19.46 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.4M | 35k | 39.16 | |
| Ecolab (ECL) | 0.1 | $1.3M | 5.7k | 238.00 | |
| Pfizer (PFE) | 0.1 | $1.3M | 47k | 27.98 | |
| EOG Resources (EOG) | 0.1 | $1.3M | 10k | 125.87 | |
| Sensient Technologies Corporation (SXT) | 0.1 | $1.3M | 17k | 74.19 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.2M | 12k | 103.27 | |
| Unilever Spon Adr New (UL) | 0.1 | $1.2M | 22k | 54.99 | |
| SYSCO Corporation (SYY) | 0.1 | $1.2M | 17k | 71.39 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | 5.5k | 215.01 | |
| Cisco Systems (CSCO) | 0.1 | $1.1M | 24k | 47.51 | |
| ConocoPhillips (COP) | 0.1 | $1.1M | 9.3k | 114.38 | |
| Quaker Chemical Corporation (KWR) | 0.1 | $1.1M | 6.2k | 169.70 | |
| Colgate-Palmolive Company (CL) | 0.1 | $1000k | 10k | 97.04 | |
| Wendy's/arby's Group (WEN) | 0.1 | $999k | 59k | 16.96 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $981k | 7.1k | 138.20 | |
| Philip Morris International (PM) | 0.1 | $942k | 9.3k | 101.33 | |
| Bristol Myers Squibb (BMY) | 0.1 | $932k | 22k | 41.53 | |
| Utz Brands Com Cl A (UTZ) | 0.1 | $907k | 55k | 16.64 | |
| International Flavors & Fragrances (IFF) | 0.1 | $868k | 9.1k | 95.21 | |
| General Mills (GIS) | 0.1 | $857k | 14k | 63.26 | |
| First Ban (FNLC) | 0.1 | $848k | 34k | 24.85 | |
| Trane Technologies SHS (TT) | 0.1 | $844k | 2.6k | 328.93 | |
| Qualcomm (QCOM) | 0.1 | $817k | 4.1k | 199.18 | |
| NVIDIA Corporation (NVDA) | 0.1 | $814k | 6.6k | 123.54 | |
| Westrock (WRK) | 0.1 | $811k | 16k | 50.26 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.1 | $810k | 15k | 55.85 | |
| Kroger (KR) | 0.1 | $764k | 15k | 49.93 | |
| Genuine Parts Company (GPC) | 0.1 | $761k | 5.5k | 138.32 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $735k | 6.9k | 106.46 | |
| H.B. Fuller Company (FUL) | 0.1 | $685k | 8.9k | 76.96 | |
| Orion Engineered Carbons (OEC) | 0.1 | $639k | 29k | 21.94 | |
| Coca-Cola Company (KO) | 0.1 | $616k | 9.7k | 63.65 | |
| News Corp Cl A (NWSA) | 0.0 | $606k | 22k | 27.57 | |
| Ball Corporation (BALL) | 0.0 | $604k | 10k | 60.02 | |
| Fmc Corp Com New (FMC) | 0.0 | $576k | 10k | 57.55 | |
| 3M Company (MMM) | 0.0 | $552k | 5.4k | 102.19 | |
| International Paper Company (IP) | 0.0 | $539k | 13k | 43.15 | |
| UnitedHealth (UNH) | 0.0 | $536k | 1.1k | 509.23 | |
| Vistra Energy (VST) | 0.0 | $533k | 6.2k | 85.98 | |
| Cigna Corp (CI) | 0.0 | $531k | 1.6k | 330.57 | |
| Pepsi (PEP) | 0.0 | $524k | 3.2k | 164.90 | |
| Palo Alto Networks (PANW) | 0.0 | $509k | 1.5k | 339.01 | |
| Meta Platforms Cl A (META) | 0.0 | $505k | 1.0k | 504.22 | |
| NiSource (NI) | 0.0 | $504k | 18k | 28.81 | |
| Smucker J M Com New (SJM) | 0.0 | $491k | 4.5k | 109.04 | |
| Ge Vernova (GEV) | 0.0 | $448k | 2.6k | 171.51 | |
| Ashland (ASH) | 0.0 | $447k | 4.7k | 94.49 | |
| Hess (HES) | 0.0 | $443k | 3.0k | 147.52 | |
| Corteva (CTVA) | 0.0 | $420k | 7.8k | 53.94 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $363k | 3.4k | 106.66 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $353k | 649.00 | 544.22 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $340k | 679.00 | 500.13 | |
| American Express Company (AXP) | 0.0 | $330k | 1.4k | 231.55 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $313k | 5.0k | 62.65 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $303k | 1.0k | 303.41 | |
| Lumentum Hldgs (LITE) | 0.0 | $303k | 5.9k | 50.92 | |
| Williams-Sonoma (WSM) | 0.0 | $303k | 1.1k | 282.32 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $292k | 1.5k | 194.53 | |
| General Dynamics Corporation (GD) | 0.0 | $290k | 1.0k | 290.14 | |
| Wal-Mart Stores (WMT) | 0.0 | $283k | 4.2k | 67.72 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $272k | 3.5k | 77.92 | |
| CSX Corporation (CSX) | 0.0 | $271k | 8.1k | 33.45 | |
| Netflix (NFLX) | 0.0 | $253k | 375.00 | 674.88 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $249k | 4.1k | 60.45 | |
| Skyworks Solutions (SWKS) | 0.0 | $240k | 2.3k | 106.58 | |
| ConAgra Foods (CAG) | 0.0 | $224k | 7.9k | 28.42 | |
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $220k | 6.7k | 32.71 | |
| Starbucks Corporation (SBUX) | 0.0 | $219k | 2.8k | 77.85 | |
| Westlake Chemical Corporation (WLK) | 0.0 | $217k | 1.5k | 144.82 | |
| Evergy (EVRG) | 0.0 | $215k | 4.1k | 52.97 | |
| Lamb Weston Hldgs (LW) | 0.0 | $206k | 2.4k | 84.08 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $203k | 500.00 | 406.80 | |
| Eaton Corp SHS (ETN) | 0.0 | $187k | 597.00 | 313.55 | |
| BlackRock MuniVest Fund (MVF) | 0.0 | $187k | 26k | 7.17 | |
| Fresenius Medical Care Sponsored Adr (FMS) | 0.0 | $186k | 9.7k | 19.09 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $173k | 2.3k | 76.70 | |
| Stryker Corporation (SYK) | 0.0 | $170k | 500.00 | 340.25 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $163k | 942.00 | 173.48 | |
| LCNB (LCNB) | 0.0 | $160k | 12k | 13.91 | |
| Blackrock Munivest Fund II (MVT) | 0.0 | $146k | 13k | 11.05 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $134k | 1.3k | 100.23 | |
| Shopify Cl A (SHOP) | 0.0 | $132k | 2.0k | 66.05 | |
| Verizon Communications (VZ) | 0.0 | $129k | 3.1k | 41.24 | |
| Altria (MO) | 0.0 | $127k | 2.8k | 45.55 | |
| Keurig Dr Pepper (KDP) | 0.0 | $127k | 3.8k | 33.40 | |
| Diageo Spon Adr New (DEO) | 0.0 | $126k | 1.0k | 126.08 | |
| FedEx Corporation (FDX) | 0.0 | $126k | 420.00 | 299.84 | |
| Lennar Corp Cl A (LEN) | 0.0 | $124k | 825.00 | 149.87 | |
| Applied Materials (AMAT) | 0.0 | $122k | 516.00 | 236.17 | |
| Ameriprise Financial (AMP) | 0.0 | $120k | 280.00 | 427.19 | |
| Sempra Energy (SRE) | 0.0 | $114k | 1.5k | 76.06 | |
| Key (KEY) | 0.0 | $114k | 8.0k | 14.21 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $111k | 939.00 | 118.60 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $103k | 641.00 | 160.41 | |
| Deere & Company (DE) | 0.0 | $102k | 273.00 | 373.63 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $102k | 1.7k | 59.89 | |
| Enbridge (ENB) | 0.0 | $101k | 2.9k | 35.59 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $98k | 261.00 | 374.01 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $97k | 3.4k | 28.39 | |
| Watts Water Technologies Cl A (WTS) | 0.0 | $92k | 500.00 | 183.37 | |
| Kraft Heinz (KHC) | 0.0 | $90k | 2.8k | 32.22 | |
| Kinder Morgan (KMI) | 0.0 | $89k | 4.5k | 19.87 | |
| Phillips 66 (PSX) | 0.0 | $88k | 625.00 | 141.17 | |
| John Bean Technologies Corporation (JBTM) | 0.0 | $86k | 900.00 | 94.97 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $84k | 2.0k | 42.25 | |
| At&t (T) | 0.0 | $84k | 4.4k | 19.11 | |
| Cummins (CMI) | 0.0 | $83k | 300.00 | 276.93 | |
| Boeing Company (BA) | 0.0 | $80k | 440.00 | 182.01 | |
| Sylvamo Corp Common Stock (SLVM) | 0.0 | $78k | 1.1k | 68.60 | |
| Arcadium Lithium Com Shs | 0.0 | $76k | 23k | 3.36 | |
| Tesla Motors (TSLA) | 0.0 | $74k | 375.00 | 197.88 | |
| Pimco Municipal Income Fund (PMF) | 0.0 | $71k | 7.7k | 9.17 | |
| Paramount Global Class B Com (PARA) | 0.0 | $68k | 6.6k | 10.39 | |
| Public Service Enterprise (PEG) | 0.0 | $66k | 900.00 | 73.70 | |
| Zimmer Holdings (ZBH) | 0.0 | $65k | 600.00 | 108.53 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $61k | 1.2k | 52.88 | |
| Newmont Mining Corporation (NEM) | 0.0 | $60k | 1.4k | 41.87 | |
| Fiserv (FI) | 0.0 | $60k | 400.00 | 149.04 | |
| Ingersoll Rand (IR) | 0.0 | $57k | 626.00 | 90.84 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $57k | 54.00 | 1051.04 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $56k | 55.00 | 1022.75 | |
| Cdw (CDW) | 0.0 | $56k | 250.00 | 223.84 | |
| Dime Cmnty Bancshares (DCOM) | 0.0 | $56k | 2.7k | 20.40 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $55k | 692.00 | 78.78 | |
| Target Corporation (TGT) | 0.0 | $52k | 350.00 | 148.04 | |
| CF Industries Holdings (CF) | 0.0 | $50k | 675.00 | 74.12 | |
| Intuit (INTU) | 0.0 | $49k | 75.00 | 657.21 | |
| Mosaic (MOS) | 0.0 | $49k | 1.7k | 28.90 | |
| Fabrinet SHS (FN) | 0.0 | $49k | 200.00 | 244.79 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $49k | 883.00 | 54.96 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $48k | 700.00 | 68.00 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $48k | 694.00 | 68.53 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $47k | 130.00 | 364.52 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $47k | 428.00 | 110.35 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $46k | 456.00 | 100.39 | |
| Church & Dwight (CHD) | 0.0 | $46k | 440.00 | 103.68 | |
| Shake Shack Cl A (SHAK) | 0.0 | $45k | 500.00 | 90.00 | |
| Loews Corporation (L) | 0.0 | $45k | 601.00 | 74.74 | |
| CenterPoint Energy (CNP) | 0.0 | $43k | 1.4k | 30.98 | |
| Williams Companies (WMB) | 0.0 | $43k | 1.0k | 42.50 | |
| Motorola Solutions Com New (MSI) | 0.0 | $43k | 110.00 | 386.05 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $42k | 521.00 | 81.28 | |
| Roper Industries (ROP) | 0.0 | $42k | 75.00 | 563.67 | |
| Churchill Downs (CHDN) | 0.0 | $42k | 300.00 | 139.60 | |
| Marriott Intl Cl A (MAR) | 0.0 | $41k | 170.00 | 241.77 | |
| Alliant Energy Corporation (LNT) | 0.0 | $41k | 800.00 | 50.90 | |
| Us Bancorp Del Com New (USB) | 0.0 | $40k | 1.0k | 39.70 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $39k | 542.00 | 72.64 | |
| Allegion Ord Shs (ALLE) | 0.0 | $39k | 333.00 | 118.15 | |
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $39k | 763.00 | 51.44 | |
| Oge Energy Corp (OGE) | 0.0 | $38k | 1.1k | 35.70 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $38k | 1.1k | 33.53 | |
| Lowe's Companies (LOW) | 0.0 | $38k | 170.00 | 220.46 | |
| Dell Technologies CL C (DELL) | 0.0 | $37k | 269.00 | 137.91 | |
| Yum! Brands (YUM) | 0.0 | $37k | 276.00 | 132.46 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $36k | 375.00 | 97.07 | |
| Progressive Corporation (PGR) | 0.0 | $36k | 175.00 | 207.71 | |
| Open Text Corp (OTEX) | 0.0 | $36k | 1.2k | 30.04 | |
| WestAmerica Ban (WABC) | 0.0 | $36k | 740.00 | 48.53 | |
| Dominion Resources (D) | 0.0 | $36k | 730.00 | 49.00 | |
| Xcel Energy (XEL) | 0.0 | $35k | 652.00 | 53.41 | |
| Tcg Bdc (CGBD) | 0.0 | $35k | 2.0k | 17.74 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $34k | 284.00 | 120.74 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $33k | 910.00 | 36.66 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $33k | 300.00 | 109.58 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $32k | 269.00 | 118.78 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $32k | 300.00 | 106.40 | |
| Chubb (CB) | 0.0 | $32k | 125.00 | 255.08 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $31k | 350.00 | 88.19 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $31k | 650.00 | 47.44 | |
| Darden Restaurants (DRI) | 0.0 | $30k | 200.00 | 151.32 | |
| Ford Motor Company (F) | 0.0 | $30k | 2.4k | 12.54 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $29k | 747.00 | 38.50 | |
| Dave & Buster's Entertainmnt (PLAY) | 0.0 | $28k | 700.00 | 39.81 | |
| Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) | 0.0 | $27k | 3.2k | 8.51 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $25k | 662.00 | 37.79 | |
| UGI Corporation (UGI) | 0.0 | $24k | 1.1k | 22.90 | |
| Intel Corporation (INTC) | 0.0 | $24k | 768.00 | 30.98 | |
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $24k | 247.00 | 95.07 | |
| Caterpillar (CAT) | 0.0 | $23k | 70.00 | 333.10 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $23k | 1.2k | 20.01 | |
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $22k | 401.00 | 55.10 | |
| MetLife (MET) | 0.0 | $21k | 300.00 | 70.19 | |
| Skechers U S A Cl A | 0.0 | $21k | 300.00 | 69.12 | |
| Walgreen Boots Alliance | 0.0 | $19k | 1.6k | 12.10 | |
| Fox Corp Cl A Com (FOXA) | 0.0 | $19k | 539.00 | 34.37 | |
| Gra (GGG) | 0.0 | $18k | 225.00 | 79.28 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $18k | 902.00 | 19.73 | |
| Proshares Tr Short S&p 500 Ne | 0.0 | $17k | 1.5k | 11.41 | |
| Morgan Stanley Com New (MS) | 0.0 | $17k | 175.00 | 97.19 | |
| DNP Select Income Fund (DNP) | 0.0 | $16k | 2.0k | 8.22 | |
| Cohen & Steers Tax Advan P (PTA) | 0.0 | $16k | 800.00 | 19.85 | |
| Noodles & Co Com Cl A (NDLS) | 0.0 | $16k | 10k | 1.58 | |
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $16k | 1.8k | 8.65 | |
| Valero Energy Corporation (VLO) | 0.0 | $16k | 100.00 | 156.76 | |
| Medtronic SHS (MDT) | 0.0 | $15k | 191.00 | 78.71 | |
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $14k | 1.1k | 12.94 | |
| Viatris (VTRS) | 0.0 | $14k | 1.3k | 10.63 | |
| Owl Rock Capital Corporation (OBDC) | 0.0 | $14k | 900.00 | 15.36 | |
| Gilead Sciences (GILD) | 0.0 | $14k | 200.00 | 68.61 | |
| Campbell Soup Company (CPB) | 0.0 | $14k | 300.00 | 45.19 | |
| Evertec (EVTC) | 0.0 | $13k | 401.00 | 33.22 | |
| Apollo Global Mgmt (APO) | 0.0 | $13k | 112.00 | 118.07 | |
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $13k | 800.00 | 16.31 | |
| Newmark Group Cl A (NMRK) | 0.0 | $13k | 1.3k | 10.23 | |
| Helmerich & Payne (HP) | 0.0 | $13k | 350.00 | 36.14 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $13k | 200.00 | 63.03 | |
| Canadian Natural Resources (CNQ) | 0.0 | $13k | 350.00 | 35.60 | |
| Sealed Air (SEE) | 0.0 | $12k | 356.00 | 34.79 | |
| Etsy (ETSY) | 0.0 | $12k | 200.00 | 58.98 | |
| Corning Incorporated (GLW) | 0.0 | $12k | 300.00 | 38.85 | |
| Legg Mason Bw Global Income (BWG) | 0.0 | $12k | 1.4k | 8.26 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $11k | 500.00 | 22.05 | |
| Edison International (EIX) | 0.0 | $11k | 150.00 | 71.81 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $11k | 1.4k | 7.44 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $10k | 300.00 | 33.93 | |
| Ishares Jp Morgan Em Etf (LEMB) | 0.0 | $9.8k | 275.00 | 35.64 | |
| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.0 | $9.7k | 161.00 | 60.11 | |
| Organon & Co Common Stock (OGN) | 0.0 | $9.4k | 452.00 | 20.70 | |
| Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) | 0.0 | $9.2k | 500.00 | 18.30 | |
| iRobot Corporation (IRBT) | 0.0 | $9.1k | 1.0k | 9.11 | |
| Wec Energy Group (WEC) | 0.0 | $9.1k | 116.00 | 78.47 | |
| Putnam Premier Income Tr Sh Ben Int (PPT) | 0.0 | $9.1k | 2.5k | 3.58 | |
| Automatic Data Processing (ADP) | 0.0 | $8.6k | 36.00 | 238.69 | |
| Yum China Holdings (YUMC) | 0.0 | $8.5k | 276.00 | 30.84 | |
| WesBan (WSBC) | 0.0 | $8.4k | 300.00 | 27.91 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $8.2k | 157.00 | 52.01 | |
| Cme (CME) | 0.0 | $7.5k | 38.00 | 196.61 | |
| Eastman Chemical Company (EMN) | 0.0 | $7.1k | 72.00 | 97.97 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $6.7k | 73.00 | 91.78 | |
| Proshares Tr Short Qqq (PSQ) | 0.0 | $6.5k | 160.00 | 40.50 | |
| Nuveen Multi Asset Income Fu (NMAI) | 0.0 | $6.4k | 522.00 | 12.35 | |
| Advisorshares Tr Ranger Equity Be (HDGE) | 0.0 | $6.2k | 300.00 | 20.61 | |
| Unifi Com New (UFI) | 0.0 | $5.9k | 1.0k | 5.89 | |
| Eversource Energy (ES) | 0.0 | $5.6k | 98.00 | 56.71 | |
| Goldman Sachs Physical Gold Unit (AAAU) | 0.0 | $5.2k | 225.00 | 23.01 | |
| BlackRock | 0.0 | $4.7k | 6.00 | 787.33 | |
| Schlumberger Com Stk (SLB) | 0.0 | $4.7k | 100.00 | 47.18 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $4.1k | 75.00 | 54.83 | |
| Humana (HUM) | 0.0 | $3.4k | 9.00 | 373.67 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $3.3k | 81.00 | 41.16 | |
| Liberty Media Corp Del Com Lbty Srm S C (LSXMK) | 0.0 | $3.3k | 149.00 | 22.17 | |
| Metropcs Communications (TMUS) | 0.0 | $3.2k | 18.00 | 176.22 | |
| Faraday Future Intlgt Elec I Com Cl A | 0.0 | $2.5k | 5.0k | 0.51 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $2.5k | 19.00 | 129.63 | |
| Chemours (CC) | 0.0 | $2.3k | 100.00 | 22.57 | |
| Four Corners Ppty Tr (FCPT) | 0.0 | $2.2k | 90.00 | 24.68 | |
| Compass Minerals International (CMP) | 0.0 | $2.1k | 200.00 | 10.33 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $2.0k | 9.00 | 222.33 | |
| Alcon Ord Shs (ALC) | 0.0 | $1.6k | 18.00 | 89.11 | |
| Xerox Holdings Corp Com New (XRX) | 0.0 | $1.6k | 136.00 | 11.62 | |
| Advanced Micro Devices (AMD) | 0.0 | $1.5k | 9.00 | 162.22 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $1.4k | 19.00 | 73.74 | |
| S&p Global (SPGI) | 0.0 | $1.3k | 3.00 | 446.00 | |
| Super Group Sghc Ord Shs (SGHC) | 0.0 | $1.3k | 400.00 | 3.23 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $1.3k | 1.00 | 1278.00 | |
| Moody's Corporation (MCO) | 0.0 | $1.3k | 3.00 | 421.00 | |
| Keysight Technologies (KEYS) | 0.0 | $1.2k | 9.00 | 136.78 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.0 | $1.2k | 32.00 | 38.28 | |
| Liberty Global Com Cl C (LBTYK) | 0.0 | $1.2k | 66.00 | 17.86 | |
| Cameco Corporation (CCJ) | 0.0 | $1.1k | 23.00 | 49.22 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $1.1k | 2.00 | 553.00 | |
| Zimvie (ZIMV) | 0.0 | $1.1k | 60.00 | 18.25 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $1.1k | 40.00 | 26.32 | |
| Now (DNOW) | 0.0 | $1.0k | 75.00 | 13.73 | |
| Denison Mines Corp (DNN) | 0.0 | $1.0k | 517.00 | 1.99 | |
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.0 | $1.0k | 22.00 | 45.50 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $945.000000 | 12.00 | 78.75 | |
| Nexgen Energy (NXE) | 0.0 | $914.995700 | 131.00 | 6.98 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $888.000100 | 13.00 | 68.31 | |
| Getty Images Holdings Cl A Com (GETY) | 0.0 | $847.990000 | 260.00 | 3.26 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $836.999800 | 13.00 | 64.38 | |
| Canadian Natl Ry (CNI) | 0.0 | $827.000300 | 7.00 | 118.14 | |
| Servicenow (NOW) | 0.0 | $787.000000 | 1.00 | 787.00 | |
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.0 | $784.000500 | 29.00 | 27.03 | |
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $776.999300 | 133.00 | 5.84 | |
| Liberty Media Corp Del Com Lbty Srm S A (LSXMA) | 0.0 | $754.001000 | 34.00 | 22.18 | |
| Okta Cl A (OKTA) | 0.0 | $749.000000 | 8.00 | 93.62 | |
| Block Cl A (XYZ) | 0.0 | $710.000500 | 11.00 | 64.55 | |
| Confluent Class A Com (CFLT) | 0.0 | $709.000800 | 24.00 | 29.54 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $708.999500 | 55.00 | 12.89 | |
| Oracle Corporation (ORCL) | 0.0 | $706.000000 | 5.00 | 141.20 | |
| Elastic N V Ord Shs (ESTC) | 0.0 | $684.000000 | 6.00 | 114.00 | |
| Iqvia Holdings (IQV) | 0.0 | $635.000100 | 3.00 | 211.67 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $630.000000 | 24.00 | 26.25 | |
| Marvell Technology (MRVL) | 0.0 | $630.000000 | 9.00 | 70.00 | |
| Acv Auctions Com Cl A (ACVA) | 0.0 | $602.999100 | 33.00 | 18.27 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $565.000200 | 9.00 | 62.78 | |
| Eastman Kodak Com New (KODK) | 0.0 | $538.000000 | 100.00 | 5.38 | |
| Hp (HPQ) | 0.0 | $526.000500 | 15.00 | 35.07 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.0 | $514.000000 | 8.00 | 64.25 | |
| Expedia Group Com New (EXPE) | 0.0 | $504.000000 | 4.00 | 126.00 | |
| Analog Devices (ADI) | 0.0 | $457.000000 | 2.00 | 228.50 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $393.000000 | 10.00 | 39.30 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.0 | $377.000000 | 10.00 | 37.70 | |
| Xpel (XPEL) | 0.0 | $356.000000 | 10.00 | 35.60 | |
| Sprott Fds Tr Uranium Miners E (URNM) | 0.0 | $344.999900 | 7.00 | 49.29 | |
| Suncor Energy (SU) | 0.0 | $342.999900 | 9.00 | 38.11 | |
| Veren Com New | 0.0 | $331.002000 | 42.00 | 7.88 | |
| Five Below (FIVE) | 0.0 | $327.000000 | 3.00 | 109.00 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $318.000000 | 15.00 | 21.20 | |
| Resideo Technologies (REZI) | 0.0 | $314.000000 | 16.00 | 19.62 | |
| Liberty Media Corp Del Com Lbty Liv S A (LLYVA) | 0.0 | $301.000000 | 8.00 | 37.62 | |
| Zoom Video Communications In Cl A (ZM) | 0.0 | $296.000000 | 5.00 | 59.20 | |
| TreeHouse Foods (THS) | 0.0 | $257.000100 | 7.00 | 36.71 | |
| Nektar Therapeutics | 0.0 | $248.000000 | 200.00 | 1.24 | |
| Conduent Incorporate (CNDT) | 0.0 | $245.002500 | 75.00 | 3.27 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.0 | $237.000000 | 6.00 | 39.50 | |
| PG&E Corporation (PCG) | 0.0 | $226.999500 | 13.00 | 17.46 | |
| Atlanta Braves Hldgs Com Ser A (BATRA) | 0.0 | $123.999900 | 3.00 | 41.33 | |
| Sunpower (SPWRQ) | 0.0 | $54.000000 | 18.00 | 3.00 | |
| XP Cl A (XP) | 0.0 | $53.000100 | 3.00 | 17.67 | |
| Lumen Technologies (LUMN) | 0.0 | $44.000000 | 40.00 | 1.10 | |
| Liberty Latin America Com Cl C (LILAK) | 0.0 | $39.000000 | 4.00 | 9.75 | |
| Gopro Cl A (GPRO) | 0.0 | $36.000000 | 25.00 | 1.44 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $16.000000 | 4.00 | 4.00 | |
| Palatin Technologies Com New (PTNT) | 0.0 | $4.000000 | 2.00 | 2.00 |