Lake Street Financial

Lake Street Private Wealth as of Sept. 30, 2025

Portfolio Holdings for Lake Street Private Wealth

Lake Street Private Wealth holds 277 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corporation Stock (NVDA) 5.9 $46M 244k 186.58
Vanguard Value Etf Etf (VTV) 5.8 $45M 241k 186.49
Apple Stock (AAPL) 4.9 $38M 150k 254.63
Vanguard Growth Etf Etf (VUG) 4.8 $37M 77k 479.61
Invesco Qqq Trust Series I Etf (QQQ) 3.0 $23M 39k 600.37
Microsoft Corp Stock (MSFT) 2.9 $22M 43k 517.95
Graniteshares Gold Shares Etf (BAR) 2.0 $15M 401k 38.06
Amazon Stock (AMZN) 1.9 $15M 67k 219.57
First Trust Enhanced Short Maturity Etf Etf (FTSM) 1.8 $14M 237k 59.91
Invesco S&p 500 Equal Weight Etf Etf (RSP) 1.3 $10M 55k 189.70
Meta Platforms Inc Cl A Stock (META) 1.3 $10M 14k 734.39
Palmer Square Credit Opportunities Etf Etf (PSQO) 1.3 $10M 495k 20.60
Palantir Technologies Inc Cl A Stock (PLTR) 1.3 $10M 56k 182.42
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 1.3 $10M 92k 110.59
Jpmorgan Chase & Co Stock (JPM) 1.3 $10M 32k 315.43
Ishares Core S&p Mid-cap Etf Etf (IJH) 1.3 $10M 154k 65.26
Hims & Hers Health Inc Com Cl A Stock (HIMS) 1.3 $9.8M 173k 56.72
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.3 $9.7M 40k 243.55
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.3 $9.7M 40k 243.10
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 1.2 $9.1M 340k 26.84
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 1.2 $9.0M 64k 141.50
Goldman Sachs Group Stock (GS) 1.1 $8.4M 11k 796.36
Abbvie Stock (ABBV) 1.1 $8.3M 36k 231.54
Broadcom Stock (AVGO) 1.1 $8.3M 25k 329.92
Vanguard S&p 500 Etf Etf (VOO) 1.0 $8.0M 13k 612.36
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 1.0 $8.0M 16k 490.38
Costco Whsl Corp Stock (COST) 1.0 $7.8M 8.4k 925.68
Uber Technologies Stock (UBER) 1.0 $7.7M 79k 97.97
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.0 $7.5M 15k 502.74
Blackstone Stock (BX) 0.9 $7.2M 42k 170.85
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.9 $7.1M 124k 57.10
First Trust Senior Loan Fund Etf (FTSL) 0.9 $6.9M 151k 45.84
Snowflake Stock (SNOW) 0.9 $6.9M 31k 225.55
Axon Enterprise Stock (AXON) 0.9 $6.7M 9.3k 717.64
Ishares Core S&p 500 Etf Etf (IVV) 0.9 $6.6M 9.9k 669.29
Unitedhealth Group Stock (UNH) 0.8 $6.0M 17k 345.31
Cohen & Steers Quality Income Cef (RQI) 0.8 $5.9M 473k 12.47
Vanguard Ftse Europe Etf Etf (VGK) 0.7 $5.7M 72k 79.80
Verizon Communications Stock (VZ) 0.7 $5.7M 129k 43.95
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS) 0.7 $5.6M 47k 120.66
Ishares Msci China Etf Etf (MCHI) 0.7 $5.6M 85k 65.85
Northrop Grumman Corp Stock (NOC) 0.7 $5.6M 9.1k 609.30
Invesco Ultra Short Duration Etf Etf (GSY) 0.7 $5.5M 109k 50.23
Ishares Msci Japan Etf Etf (EWJ) 0.7 $5.5M 68k 80.21
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.7 $5.4M 63k 87.03
Ishares Msci India Etf Etf (INDA) 0.7 $5.3M 102k 52.06
Allstate Corp Stock (ALL) 0.7 $5.3M 25k 214.65
Ulta Beauty Stock (ULTA) 0.7 $5.3M 9.7k 546.75
Cheniere Energy Stock (LNG) 0.7 $5.2M 22k 234.98
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.6 $5.0M 76k 65.92
Eli Lilly & Co Stock (LLY) 0.6 $5.0M 6.6k 762.96
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.6 $4.7M 82k 57.52
First Trust Managed Municipal Etf Etf (FMB) 0.6 $4.7M 92k 50.70
Visa Inc Com Cl A Stock (V) 0.6 $4.6M 14k 341.38
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.6 $4.5M 47k 95.19
Vistra Corp Stock (VST) 0.6 $4.4M 22k 195.92
Eog Res Stock (EOG) 0.6 $4.4M 39k 112.12
Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT) 0.5 $4.2M 172k 24.33
Alerian Mlp Index Etns Due January 28, 2044 Etf (AMJB) 0.5 $3.9M 134k 29.52
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.5 $3.9M 39k 100.25
Blackrock Corpor Hi Yld Cef (HYT) 0.5 $3.8M 405k 9.50
Alerian Mlp Etf Etf (AMLP) 0.5 $3.8M 81k 46.93
Fedex Corp Stock (FDX) 0.5 $3.7M 16k 235.81
Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL) 0.5 $3.7M 2.9k 1280.00
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF) 0.4 $3.1M 247k 12.56
Altria Group Stock (MO) 0.4 $3.0M 45k 66.06
Palo Alto Networks Stock (PANW) 0.4 $2.8M 14k 203.62
Spdr S&p 500 Etf Trust Etf (SPY) 0.4 $2.7M 4.1k 666.15
First Trust Preferred Securities & Income Etf Etf (FPE) 0.3 $2.7M 148k 18.24
Mcdonalds Corp Stock (MCD) 0.3 $2.5M 8.1k 303.88
Pioneer Floating Rate Fund Cef (PHD) 0.3 $2.3M 232k 9.96
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.3 $2.3M 20k 111.47
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.3 $2.2M 51k 44.19
Netapp Stock (NTAP) 0.3 $2.1M 18k 118.46
Johnson & Johnson Stock (JNJ) 0.3 $2.0M 11k 185.43
Home Depot Stock (HD) 0.3 $2.0M 5.0k 405.19
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.3 $2.0M 22k 89.37
Netflix Stock (NFLX) 0.3 $2.0M 1.7k 1198.92
Advanced Micro Devices Stock (AMD) 0.2 $1.9M 12k 161.79
International Business Machs Stock (IBM) 0.2 $1.9M 6.9k 282.17
Bank America Corp Stock (BAC) 0.2 $1.9M 37k 51.59
Ishares U.s. Technology Etf Etf (IYW) 0.2 $1.9M 9.6k 195.86
Bitwise Bitcoin Etf Trust Etf (BITB) 0.2 $1.9M 30k 62.22
Starwood Ppty Tr Reit (STWD) 0.2 $1.8M 94k 19.37
Invesco S&p Emerging Markets Low Volatility Etf Etf (EELV) 0.2 $1.8M 68k 26.62
Lam Research Corp Stock (LRCX) 0.2 $1.8M 13k 133.90
Innovator Equity Defined Protection Etf - 2 Yr To January 2026 Etf (AJAN) 0.2 $1.8M 64k 27.50
Qualcomm Stock (QCOM) 0.2 $1.6M 9.7k 166.36
Walmart Stock (WMT) 0.2 $1.6M 16k 103.06
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $1.6M 7.2k 215.80
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.2 $1.5M 21k 71.37
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) 0.2 $1.5M 20k 73.54
Jpmorgan Active Growth Etf Etf (JGRO) 0.2 $1.5M 16k 93.75
Honeywell Intl Stock (HON) 0.2 $1.4M 6.9k 210.49
Blackrock Stock (BLK) 0.2 $1.4M 1.2k 1166.34
Chevron Corp Stock (CVX) 0.2 $1.4M 9.1k 155.29
Vanguard Total Stock Market Etf Etf (VTI) 0.2 $1.4M 4.3k 328.16
Columbia Multi-sector Municipal Income Etf Etf (MUST) 0.2 $1.4M 67k 20.53
Vanguard Extended Market Etf Etf (VXF) 0.2 $1.4M 6.5k 209.33
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.2 $1.4M 27k 50.73
Medical Pptys Trust Reit (MPW) 0.2 $1.3M 266k 5.07
Tesla Stock (TSLA) 0.2 $1.3M 3.0k 444.72
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $1.3M 6.6k 194.50
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $1.3M 24k 54.18
Calamos Strategic Total Return Com Sh Ben Int Cef (CSQ) 0.2 $1.3M 65k 19.29
Cisco Sys Stock (CSCO) 0.2 $1.2M 18k 68.42
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.2 $1.2M 20k 57.47
Arm Holdings Adr (ARM) 0.1 $1.1M 7.5k 141.49
Exxon Mobil Corp Stock (XOM) 0.1 $983k 8.7k 112.75
Jpmorgan Active Value Etf Etf (JAVA) 0.1 $979k 14k 68.96
Vanguard Information Technology Etf Etf (VGT) 0.1 $924k 1.2k 746.91
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $899k 15k 59.92
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW) 0.1 $885k 24k 36.42
First Trust Health Care Alphadex Fund Etf (FXH) 0.1 $884k 8.1k 109.67
Bondbloxx Irm Tax-aware Short Duration Etf Etf (TAXX) 0.1 $878k 17k 50.98
Glacier Bancorp Stock (GBCI) 0.1 $876k 18k 48.67
Pacer Us Small Cap Cash Cows Etf Etf (CALF) 0.1 $872k 20k 43.78
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $863k 5.8k 148.61
Spdr S&p Dividend Etf Etf (SDY) 0.1 $862k 6.2k 140.04
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.1 $858k 20k 42.13
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO) 0.1 $848k 13k 67.77
3M Stock (MMM) 0.1 $832k 5.4k 155.17
Boeing Stock (BA) 0.1 $798k 3.7k 215.83
Procter And Gamble Stock (PG) 0.1 $791k 5.2k 153.65
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $780k 3.7k 209.28
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $779k 3.7k 208.73
Ishares Bloomberg Roll Select Commodity Strategy Etf Etf (CMDY) 0.1 $775k 15k 52.60
Tjx Cos Stock (TJX) 0.1 $766k 5.3k 144.53
Automatic Data Processing Stock (ADP) 0.1 $766k 2.6k 293.52
Intel Corp Stock (INTC) 0.1 $760k 23k 33.55
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $754k 1.00 754200.00
Bondbloxx Private Credit Clo Etf Etf (PCMM) 0.1 $747k 15k 50.57
Deere & Co Stock (DE) 0.1 $726k 1.6k 457.30
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $702k 41k 17.16
Innovator Equity Defined Protection Etf - 2 Yr To July 2027 Etf (TJUL) 0.1 $700k 24k 29.29
Teradyne Stock (TER) 0.1 $685k 5.0k 137.64
Williams Cos Stock (WMB) 0.1 $673k 11k 63.35
Omega Healthcare Invs Reit (OHI) 0.1 $671k 16k 42.22
First Trust Long/short Equity Etf Etf (FTLS) 0.1 $668k 9.6k 69.95
Oracle Corp Stock (ORCL) 0.1 $664k 2.4k 281.21
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT) 0.1 $655k 3.7k 179.29
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $647k 4.7k 139.18
Abbott Labs Stock (ABT) 0.1 $645k 4.8k 133.93
Jpmorgan Core Plus Bond Etf Etf (JCPB) 0.1 $643k 14k 47.55
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.1 $633k 9.4k 67.26
Coca Cola Stock (KO) 0.1 $622k 9.4k 66.32
Kinder Morgan Inc Del Stock (KMI) 0.1 $618k 22k 28.31
Welltower Reit (WELL) 0.1 $613k 3.4k 178.14
Mastercard Incorporated Cl A Stock (MA) 0.1 $604k 1.1k 568.58
Lockheed Martin Corp Stock (LMT) 0.1 $590k 1.2k 499.31
Oreilly Automotive Stock (ORLY) 0.1 $589k 5.5k 107.81
Zscaler Stock (ZS) 0.1 $584k 2.0k 299.66
Ft Vest Laddered Buffer Etf Etf (BUFR) 0.1 $581k 17k 33.42
Financial Select Sector Spdr Fund Etf (XLF) 0.1 $580k 11k 53.87
Eaton Corp Stock (ETN) 0.1 $571k 1.5k 374.25
Jpmorgan Betabuilders Europe Etf Etf (BBEU) 0.1 $566k 8.1k 69.61
American Express Stock (AXP) 0.1 $566k 1.7k 332.16
Asml Holding N V N Y Registry Adr (ASML) 0.1 $560k 578.00 968.16
Coreweave Inc Com Cl A Stock (CRWV) 0.1 $557k 4.1k 136.85
Harbor All-weather Inflation Focus Etf Etf (HGER) 0.1 $546k 21k 25.80
Ishares Gold Trust Etf (IAU) 0.1 $542k 7.4k 72.77
Ishares Bitcoin Trust Etf Etf (IBIT) 0.1 $536k 8.2k 65.00
Jpmorgan U.s. Momentum Factor Etf Etf (JMOM) 0.1 $529k 7.8k 67.90
Target Corp Stock (TGT) 0.1 $522k 5.8k 89.70
Ventas Reit (VTR) 0.1 $511k 7.3k 69.99
Ishares Global Equity Factor Etf Etf (GLOF) 0.1 $509k 9.9k 51.62
Constellation Energy Corp Stock (CEG) 0.1 $505k 1.5k 329.09
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $504k 4.2k 120.73
Nextera Energy Stock (NEE) 0.1 $485k 6.4k 75.49
Pepsico Stock (PEP) 0.1 $484k 3.4k 140.46
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.1 $480k 2.0k 239.60
Vanguard S&p Small-cap 600 Etf Etf (VIOO) 0.1 $480k 4.3k 110.47
Emerson Elec Stock (EMR) 0.1 $479k 3.7k 131.19
Jpmorgan Activebuilders Emerging Markets Equity Etf Etf (JEMA) 0.1 $476k 10k 47.55
Ishares Russell Midcap Etf Etf (IWR) 0.1 $471k 4.9k 96.55
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $469k 6.1k 76.72
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $464k 2.3k 203.57
Paylocity Hldg Corp Stock (PCTY) 0.1 $454k 2.9k 159.27
Rtx Corporation Stock (RTX) 0.1 $454k 2.7k 167.32
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.1 $449k 9.2k 49.04
Adobe Stock (ADBE) 0.1 $448k 1.3k 352.75
Duke Energy Corp Stock (DUK) 0.1 $448k 3.6k 123.75
Vanguard Small-cap Etf Etf (VB) 0.1 $444k 1.7k 254.24
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.1 $440k 9.9k 44.57
Access Treasury 0-1 Year Etf Etf (GBIL) 0.1 $437k 4.4k 100.23
Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $434k 1.5k 293.83
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $431k 4.8k 89.34
Gallagher Arthur J & Co Stock (AJG) 0.1 $430k 1.4k 309.74
Merck & Co Stock (MRK) 0.1 $428k 5.1k 83.93
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $425k 4.9k 87.31
Vanguard Mid-cap Value Etf Etf (VOE) 0.1 $422k 2.4k 174.61
General Dynamics Corp Stock (GD) 0.1 $421k 1.2k 341.12
Hca Healthcare Stock (HCA) 0.1 $418k 981.00 426.25
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.1 $409k 4.9k 84.11
Digital Rlty Tr Reit (DLR) 0.1 $404k 2.3k 172.87
Cummins Stock (CMI) 0.1 $399k 945.00 422.37
Vanguard Industrials Etf Etf (VIS) 0.1 $394k 1.3k 296.29
D R Horton Stock (DHI) 0.1 $392k 2.3k 169.47
Parker-hannifin Corp Stock (PH) 0.0 $374k 493.00 758.66
Synchrony Financial Stock (SYF) 0.0 $370k 5.2k 71.05
Ishares Russell 2000 Etf Etf (IWM) 0.0 $370k 1.5k 241.96
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.0 $368k 12k 30.29
Starbucks Corp Stock (SBUX) 0.0 $360k 4.3k 84.59
Texas Instrs Stock (TXN) 0.0 $351k 1.9k 183.77
Lululemon Athletica Stock (LULU) 0.0 $349k 2.0k 177.93
First Indl Rlty Tr Reit (FR) 0.0 $330k 6.4k 51.47
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $328k 699.00 468.68
Union Pac Corp Stock (UNP) 0.0 $320k 1.4k 236.37
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $318k 3.1k 103.09
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $317k 12k 27.30
Fidelity Nasdaq Composite Index Etf Etf (ONEQ) 0.0 $317k 3.6k 89.12
Roblox Corp Cl A Stock (RBLX) 0.0 $312k 2.3k 138.52
Csx Corp Stock (CSX) 0.0 $310k 8.7k 35.51
Lowes Cos Stock (LOW) 0.0 $309k 1.2k 251.30
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $308k 2.1k 145.65
Spdr Gold Shares Etf (GLD) 0.0 $307k 863.00 355.47
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF) 0.0 $302k 11k 27.31
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $296k 2.1k 140.97
Jpmorgan International Growth Etf Etf (JIG) 0.0 $292k 3.9k 75.34
Conocophillips Stock (COP) 0.0 $292k 3.1k 94.58
Jpmorgan International Value Etf Etf (JIVE) 0.0 $289k 3.8k 75.40
Amgen Stock (AMGN) 0.0 $289k 1.0k 282.20
Amplify Cybersecurity Etf Etf (HACK) 0.0 $286k 3.3k 86.80
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $285k 1.8k 154.26
Ishares Msci Eafe Etf Etf (EFA) 0.0 $279k 3.0k 93.36
United Rentals Stock (URI) 0.0 $279k 292.00 954.66
Disney Walt Stock (DIS) 0.0 $279k 2.4k 114.52
T-mobile Us Stock (TMUS) 0.0 $278k 1.2k 239.45
Wingstop Stock (WING) 0.0 $277k 1.1k 251.68
First Trust Low Duration Opportunities Etf Etf (LMBS) 0.0 $275k 5.5k 49.79
Aerovironment Stock (AVAV) 0.0 $271k 860.00 314.89
Principal Financial Group Stock (PFG) 0.0 $270k 3.3k 82.91
Caterpillar Stock (CAT) 0.0 $269k 563.00 477.56
Applied Digital Corp Stock (APLD) 0.0 $268k 12k 22.94
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $266k 2.9k 92.96
Cintas Corp Stock (CTAS) 0.0 $263k 1.3k 205.31
Ishares Dow Jones U.s. Etf Etf (IYY) 0.0 $259k 1.6k 162.48
Packaging Corp Amer Stock (PKG) 0.0 $257k 1.2k 217.93
Nebius Group N.v. Shs Class A Stock (NBIS) 0.0 $254k 2.3k 112.27
Boston Scientific Corp Stock (BSX) 0.0 $245k 2.5k 97.63
Oklo Inc Com Cl A Stock (OKLO) 0.0 $245k 2.2k 111.63
Arista Networks Stock (ANET) 0.0 $243k 1.7k 145.71
Communication Services Select Sector Spdr Fund Etf (XLC) 0.0 $242k 2.0k 118.37
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.0 $240k 1.0k 229.61
Progressive Corp Stock (PGR) 0.0 $239k 969.00 247.07
Unusual Whales Subversive Democratic Trading Etf Etf (NANC) 0.0 $234k 5.2k 44.79
Amphenol Corp New Cl A Stock (APH) 0.0 $233k 1.9k 123.77
Vanguard Consumer Staples Etf Etf (VDC) 0.0 $231k 1.1k 213.64
Jpmorgan Income Etf Etf (JPIE) 0.0 $231k 5.0k 46.41
Intuitive Surgical Stock (ISRG) 0.0 $231k 516.00 447.23
Jpmorgan Active Bond Etf Etf (JBND) 0.0 $223k 4.1k 54.16
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $222k 694.00 320.04
Quest Diagnostics Stock (DGX) 0.0 $222k 1.2k 190.58
Pfizer Stock (PFE) 0.0 $219k 8.6k 25.48
Zoetis Inc Cl A Stock (ZTS) 0.0 $217k 1.5k 146.32
Ishares Mbs Etf Etf (MBB) 0.0 $213k 2.2k 95.16
Dollar Gen Corp Stock (DG) 0.0 $213k 2.1k 103.35
Simon Ppty Group Reit (SPG) 0.0 $211k 1.1k 187.73
Sofi Technologies Stock (SOFI) 0.0 $211k 8.0k 26.42
Hewlett Packard Enterprise Stock (HPE) 0.0 $210k 8.6k 24.56
First Trust Growth Strength Etf Etf (FTGS) 0.0 $210k 5.9k 35.91
Thermo Fisher Scientific Stock (TMO) 0.0 $210k 433.00 485.02
Ge Aerospace Stock (GE) 0.0 $210k 698.00 300.62
Berkley W R Corp Stock (WRB) 0.0 $210k 2.7k 76.62
S&p Global Stock (SPGI) 0.0 $208k 428.00 487.01
Quanta Svcs Stock (PWR) 0.0 $207k 500.00 414.42
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $206k 2.2k 91.74
Servicenow Stock (NOW) 0.0 $204k 222.00 920.28
Monster Beverage Corp Stock (MNST) 0.0 $202k 3.0k 67.31
Occidental Pete Corp Stock (OXY) 0.0 $131k 2.8k 47.24
Rxsight Stock (RXST) 0.0 $128k 14k 8.99
Eos Energy Enterprises Inc Com Cl A Stock (EOSE) 0.0 $120k 11k 11.39
Canopy Growth Corp Stock (CGC) 0.0 $113k 77k 1.46
Strategy Inc Cl A Stock (MSTR) 0.0 $93k 288.00 322.21
Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV) 0.0 $81k 11k 7.55
Tilray Brands Stock (TLRY) 0.0 $20k 12k 1.73
Ati Physical Therapy Inc Wt Exp 081027 Stock (ATIPW) 0.0 $9.000000 10k 0.00