Legacy Advisors

Legacy Advisors as of June 30, 2024

Portfolio Holdings for Legacy Advisors

Legacy Advisors holds 327 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
MasTec (MTZ) 12.9 $106M 994k 106.99
Vertex Cl A (VERX) 9.5 $78M 2.2M 36.05
Apple (AAPL) 3.8 $31M 147k 210.62
Ishares Tr Rus 1000 Etf (IWB) 3.2 $26M 88k 297.54
Microsoft Corporation (MSFT) 2.9 $24M 53k 446.95
Ishares Tr Core S&p500 Etf (IVV) 2.8 $23M 43k 547.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $20M 37k 544.22
Ishares Tr Rus Mid Cap Etf (IWR) 2.3 $19M 233k 81.08
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $18M 169k 106.66
Meta Platforms Cl A (META) 2.1 $17M 34k 504.22
Amazon (AMZN) 1.6 $13M 68k 193.25
Alphabet Cap Stk Cl A (GOOGL) 1.5 $13M 69k 182.15
Select Sector Spdr Tr Technology (XLK) 1.4 $12M 52k 226.23
NVIDIA Corporation (NVDA) 1.4 $12M 94k 123.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $10M 21k 501.91
Bentley Sys Com Cl B (BSY) 1.2 $9.5M 193k 49.36
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.1 $9.1M 17k 535.07
Ishares Tr S&p 100 Etf (OEF) 1.1 $9.1M 35k 264.30
Johnson & Johnson (JNJ) 1.0 $8.6M 59k 146.16
Uber Technologies (UBER) 1.0 $8.3M 115k 72.68
Alphabet Cap Stk Cl C (GOOG) 0.9 $7.2M 42k 172.62
Eli Lilly & Co. (LLY) 0.8 $6.5M 7.1k 905.33
UnitedHealth (UNH) 0.7 $5.9M 12k 509.27
Marsh & McLennan Companies (MMC) 0.7 $5.9M 28k 210.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $5.7M 12k 479.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $5.3M 13k 406.80
Accenture Plc Ireland Shs Class A (ACN) 0.6 $4.9M 16k 303.41
JPMorgan Chase & Co. (JPM) 0.6 $4.9M 24k 202.26
Fulton Financial (FULT) 0.6 $4.8M 281k 16.98
Pepsi (PEP) 0.6 $4.8M 29k 164.93
McDonald's Corporation (MCD) 0.6 $4.6M 18k 254.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $4.4M 12k 364.51
Intuit (INTU) 0.5 $4.0M 6.1k 657.17
Mastercard Incorporated Cl A (MA) 0.5 $4.0M 9.0k 441.14
Home Depot (HD) 0.5 $4.0M 12k 344.24
Procter & Gamble Company (PG) 0.5 $3.7M 23k 164.92
Equifax (EFX) 0.5 $3.7M 15k 242.46
Stryker Corporation (SYK) 0.4 $3.6M 11k 340.24
Roblox Corp Cl A (RBLX) 0.4 $3.5M 93k 37.21
Exxon Mobil Corporation (XOM) 0.4 $3.4M 30k 115.12
Abbvie (ABBV) 0.4 $3.4M 20k 171.52
Amphenol Corp Cl A (APH) 0.4 $3.4M 50k 67.48
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $3.4M 14k 243.03
Broadcom (AVGO) 0.4 $3.4M 2.1k 1605.15
Abbott Laboratories (ABT) 0.4 $3.2M 31k 103.91
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $3.2M 25k 127.18
Costco Wholesale Corporation (COST) 0.4 $3.2M 3.8k 849.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $3.1M 52k 60.30
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $3.1M 26k 118.60
MercadoLibre (MELI) 0.4 $3.0M 1.8k 1643.40
Chevron Corporation (CVX) 0.4 $3.0M 19k 156.42
Walt Disney Company (DIS) 0.4 $3.0M 30k 99.29
Amgen (AMGN) 0.4 $2.9M 9.4k 312.46
Coca-Cola Company (KO) 0.4 $2.9M 45k 63.65
Kla Corp Com New (KLAC) 0.3 $2.9M 3.5k 824.46
Tesla Motors (TSLA) 0.3 $2.8M 14k 197.88
Texas Instruments Incorporated (TXN) 0.3 $2.8M 15k 194.53
Enterprise Products Partners (EPD) 0.3 $2.7M 93k 28.98
Servicenow (NOW) 0.3 $2.6M 3.4k 786.67
Visa Com Cl A (V) 0.3 $2.6M 10k 262.47
Merck & Co (MRK) 0.3 $2.6M 21k 124.57
Automatic Data Processing (ADP) 0.3 $2.6M 11k 240.09
Zoetis Cl A (ZTS) 0.3 $2.6M 15k 173.37
Philip Morris International (PM) 0.3 $2.5M 25k 102.63
Spdr Gold Tr Gold Shs (GLD) 0.3 $2.5M 12k 215.01
AeroVironment (AVAV) 0.3 $2.4M 13k 182.16
Vanguard Index Fds Large Cap Etf (VV) 0.3 $2.4M 9.4k 250.48
Waste Management (WM) 0.3 $2.4M 11k 213.34
Cyberark Software SHS (CYBR) 0.3 $2.3M 8.5k 273.42
Nike CL B (NKE) 0.3 $2.3M 30k 75.78
W.W. Grainger (GWW) 0.3 $2.3M 2.5k 902.24
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $2.2M 29k 76.58
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $2.1M 27k 78.58
Netflix (NFLX) 0.3 $2.1M 3.1k 674.77
Starbucks Corporation (SBUX) 0.2 $2.0M 26k 77.85
Medpace Hldgs (MEDP) 0.2 $2.0M 4.7k 411.85
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $2.0M 18k 106.95
Bank of America Corporation (BAC) 0.2 $1.9M 48k 39.77
Microchip Technology (MCHP) 0.2 $1.9M 21k 91.50
Broadridge Financial Solutions (BR) 0.2 $1.9M 9.6k 197.79
Verisk Analytics (VRSK) 0.2 $1.8M 6.8k 269.57
Lowe's Companies (LOW) 0.2 $1.8M 8.2k 220.46
Williams Companies (WMB) 0.2 $1.7M 40k 42.50
Qualcomm (QCOM) 0.2 $1.7M 8.6k 199.18
Wal-Mart Stores (WMT) 0.2 $1.7M 25k 67.71
Manhattan Associates (MANH) 0.2 $1.7M 6.7k 246.68
AmerisourceBergen (COR) 0.2 $1.6M 7.2k 225.30
United Parcel Service CL B (UPS) 0.2 $1.6M 12k 136.85
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.6M 7.8k 202.88
Thermo Fisher Scientific (TMO) 0.2 $1.6M 2.9k 553.39
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.5M 8.8k 174.35
PNC Financial Services (PNC) 0.2 $1.5M 9.6k 155.48
CommVault Systems (CVLT) 0.2 $1.5M 12k 121.57
Ross Stores (ROST) 0.2 $1.5M 10k 145.32
Pfizer (PFE) 0.2 $1.4M 52k 27.98
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.4M 16k 92.54
Fortinet (FTNT) 0.2 $1.4M 23k 60.27
Oracle Corporation (ORCL) 0.2 $1.4M 9.7k 141.20
Blackstone Group Inc Com Cl A (BX) 0.2 $1.4M 11k 123.80
IDEXX Laboratories (IDXX) 0.2 $1.3M 2.7k 487.20
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.3M 11k 118.78
Us Bancorp Del Com New (USB) 0.2 $1.3M 31k 40.19
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.2M 8.5k 145.76
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $1.2M 77k 16.22
Danaher Corporation (DHR) 0.2 $1.2M 5.0k 249.85
RBC Bearings Incorporated (RBC) 0.1 $1.2M 4.5k 269.78
Mondelez Intl Cl A (MDLZ) 0.1 $1.2M 19k 65.86
SYSCO Corporation (SYY) 0.1 $1.2M 17k 71.39
Air Products & Chemicals (APD) 0.1 $1.2M 4.7k 258.05
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.2M 6.5k 182.01
Qualys (QLYS) 0.1 $1.2M 8.3k 142.61
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.2M 20k 58.52
Synopsys (SNPS) 0.1 $1.2M 1.9k 595.18
American Express Company (AXP) 0.1 $1.2M 5.0k 231.55
Guidewire Software (GWRE) 0.1 $1.1M 8.3k 137.89
Nice Sponsored Adr (NICE) 0.1 $1.1M 6.7k 171.97
Comcast Corp Cl A (CMCSA) 0.1 $1.1M 29k 39.16
Norfolk Southern (NSC) 0.1 $1.1M 5.3k 214.69
Novo-nordisk A S Adr (NVO) 0.1 $1.1M 7.9k 142.74
Cognyte Software Ord Shs (CGNT) 0.1 $1.1M 144k 7.64
Sherwin-Williams Company (SHW) 0.1 $1.1M 3.7k 298.41
Emerson Electric (EMR) 0.1 $1.1M 9.9k 110.16
Dex (DXCM) 0.1 $1.1M 9.5k 113.38
Cimpress Shs Euro (CMPR) 0.1 $1.0M 12k 87.61
Medtronic SHS (MDT) 0.1 $1.0M 13k 79.41
Dollar General (DG) 0.1 $1.0M 7.8k 132.23
Vanguard World Inf Tech Etf (VGT) 0.1 $1.0M 1.8k 577.48
Honeywell International (HON) 0.1 $1.0M 4.8k 213.54
salesforce (CRM) 0.1 $1.0M 4.0k 257.10
Fiserv (FI) 0.1 $1.0M 6.7k 149.04
Vanguard Index Fds Small Cp Etf (VB) 0.1 $983k 4.5k 218.89
ResMed (RMD) 0.1 $982k 5.1k 191.42
FactSet Research Systems (FDS) 0.1 $971k 2.4k 408.27
CoStar (CSGP) 0.1 $956k 13k 74.14
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $953k 15k 63.54
Bio-techne Corporation (TECH) 0.1 $951k 13k 71.65
Vanguard Index Fds Growth Etf (VUG) 0.1 $931k 2.5k 374.47
Goldman Sachs Etf Tr Access Us Agrat (GCOR) 0.1 $915k 22k 40.79
Caterpillar (CAT) 0.1 $902k 2.7k 333.10
Goldman Sachs (GS) 0.1 $902k 2.0k 452.32
Morningstar (MORN) 0.1 $895k 3.0k 295.85
CNO Financial (CNO) 0.1 $895k 32k 27.72
Ge Aerospace Com New (GE) 0.1 $890k 5.6k 158.97
Adobe Systems Incorporated (ADBE) 0.1 $862k 1.6k 555.54
Ball Corporation (BALL) 0.1 $848k 14k 60.02
Advanced Micro Devices (AMD) 0.1 $840k 5.2k 162.21
Jack Henry & Associates (JKHY) 0.1 $832k 5.0k 166.02
Cognex Corporation (CGNX) 0.1 $824k 18k 46.76
Spotify Technology S A SHS (SPOT) 0.1 $815k 2.6k 313.79
State Street Corporation (STT) 0.1 $812k 11k 74.00
Gentex Corporation (GNTX) 0.1 $803k 24k 33.71
Staar Surgical Com Par $0.01 (STAA) 0.1 $799k 17k 47.61
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $798k 11k 73.66
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $795k 24k 33.65
Equinix (EQIX) 0.1 $789k 1.0k 756.60
Verizon Communications (VZ) 0.1 $788k 19k 41.24
Nextera Energy (NEE) 0.1 $776k 11k 70.81
New Jersey Resources Corporation (NJR) 0.1 $772k 18k 43.16
Digital Realty Trust (DLR) 0.1 $770k 5.1k 152.05
Boeing Company (BA) 0.1 $762k 4.2k 182.01
Moody's Corporation (MCO) 0.1 $760k 1.8k 420.93
Reinsurance Grp Of America I Com New (RGA) 0.1 $753k 3.7k 205.27
Lam Research Corporation 0.1 $749k 702.00 1066.85
Ameriprise Financial (AMP) 0.1 $744k 1.7k 427.19
Provident Financial Services (PFS) 0.1 $741k 52k 14.35
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $741k 4.2k 174.47
Service Corporation International (SCI) 0.1 $740k 10k 71.13
Hubspot (HUBS) 0.1 $734k 1.2k 589.79
Hims & Hers Health Com Cl A (HIMS) 0.1 $731k 36k 20.19
Wells Fargo & Company (WFC) 0.1 $728k 12k 59.39
Repligen Corporation (RGEN) 0.1 $723k 5.7k 126.06
Deere & Company (DE) 0.1 $716k 1.9k 373.63
Constellation Brands Cl A (STZ) 0.1 $703k 2.7k 257.28
Duke Energy Corp Com New (DUK) 0.1 $702k 7.0k 100.23
Applovin Corp Com Cl A (APP) 0.1 $689k 8.3k 83.22
Micron Technology (MU) 0.1 $686k 5.2k 131.53
Eaton Corp SHS (ETN) 0.1 $686k 2.2k 313.55
Tradeweb Mkts Cl A (TW) 0.1 $680k 6.4k 106.00
Veeva Sys Cl A Com (VEEV) 0.1 $675k 3.7k 183.01
Toast Cl A (TOST) 0.1 $674k 26k 25.77
International Business Machines (IBM) 0.1 $673k 3.9k 172.95
Liveramp Holdings (RAMP) 0.1 $671k 22k 30.94
Gildan Activewear Inc Com Cad (GIL) 0.1 $658k 17k 37.92
Anthem (ELV) 0.1 $646k 1.2k 541.86
American Electric Power Company (AEP) 0.1 $627k 7.1k 87.74
Blackbaud (BLKB) 0.1 $627k 8.2k 76.17
Global Payments (GPN) 0.1 $624k 6.5k 96.70
Phreesia (PHR) 0.1 $615k 29k 21.20
Ansys (ANSS) 0.1 $612k 1.9k 321.50
Global X Fds Global X Uranium (URA) 0.1 $577k 20k 28.97
Cme (CME) 0.1 $569k 2.9k 196.60
Union Pacific Corporation (UNP) 0.1 $564k 2.5k 226.26
Linde SHS (LIN) 0.1 $556k 1.3k 438.81
Palo Alto Networks (PANW) 0.1 $556k 1.6k 339.01
TJX Companies (TJX) 0.1 $556k 5.0k 110.10
Kimberly-Clark Corporation (KMB) 0.1 $555k 4.0k 139.42
SPS Commerce (SPSC) 0.1 $549k 2.9k 188.16
Analog Devices (ADI) 0.1 $541k 2.4k 228.26
Keurig Dr Pepper (KDP) 0.1 $533k 16k 33.62
Applied Materials (AMAT) 0.1 $526k 2.2k 235.99
Cdw (CDW) 0.1 $522k 2.3k 223.84
Copart (CPRT) 0.1 $521k 9.6k 54.16
Msci (MSCI) 0.1 $520k 1.1k 481.75
Raytheon Technologies Corp (RTX) 0.1 $516k 5.1k 100.39
Charles Schwab Corporation (SCHW) 0.1 $515k 7.0k 73.69
Shell Spon Ads (SHEL) 0.1 $514k 7.1k 72.18
Altria (MO) 0.1 $510k 11k 46.53
Cisco Systems (CSCO) 0.1 $503k 11k 47.51
Zscaler Incorporated (ZS) 0.1 $502k 2.6k 192.19
Ishares Msci Eurzone Etf (EZU) 0.1 $488k 10k 48.83
S&T Ban (STBA) 0.1 $484k 15k 33.39
Morgan Stanley Com New (MS) 0.1 $481k 4.9k 97.19
Southern Company (SO) 0.1 $480k 6.2k 77.58
Aspen Technology 0.1 $477k 2.4k 198.63
At&t (T) 0.1 $460k 24k 19.11
Corteva (CTVA) 0.1 $460k 8.5k 53.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $456k 6.3k 72.05
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $442k 4.0k 110.35
Neogen Corporation (NEOG) 0.1 $435k 28k 15.63
Public Service Enterprise (PEG) 0.1 $412k 5.6k 73.70
BlackRock 0.0 $409k 519.00 787.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $407k 1.5k 268.46
Bristol Myers Squibb (BMY) 0.0 $406k 9.8k 41.53
Paycom Software (PAYC) 0.0 $401k 2.8k 143.04
Huntington Bancshares Incorporated (HBAN) 0.0 $397k 30k 13.33
Intuitive Surgical Com New (ISRG) 0.0 $396k 891.00 444.85
Kkr & Co (KKR) 0.0 $386k 3.7k 105.24
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $379k 5.7k 66.77
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.0 $378k 8.3k 45.25
Kornit Digital SHS (KRNT) 0.0 $375k 26k 14.64
Progressive Corporation (PGR) 0.0 $361k 1.7k 207.71
American Tower Reit (AMT) 0.0 $359k 1.8k 195.83
General Motors Company (GM) 0.0 $348k 7.5k 46.46
Datadog Cl A Com (DDOG) 0.0 $344k 2.7k 129.69
Workday Cl A (WDAY) 0.0 $344k 1.5k 223.56
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $342k 8.2k 41.53
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $341k 1.9k 183.47
Pinterest Cl A (PINS) 0.0 $337k 7.6k 44.07
Vanguard Index Fds Value Etf (VTV) 0.0 $337k 2.1k 161.43
AFLAC Incorporated (AFL) 0.0 $326k 3.6k 89.31
Lockheed Martin Corporation (LMT) 0.0 $322k 690.00 467.10
CVS Caremark Corporation (CVS) 0.0 $319k 5.4k 59.06
Charter Communications Inc N Cl A (CHTR) 0.0 $318k 1.1k 298.96
Hershey Company (HSY) 0.0 $317k 1.7k 183.83
Chipotle Mexican Grill (CMG) 0.0 $316k 5.1k 62.65
ConocoPhillips (COP) 0.0 $316k 2.8k 114.38
S&p Global (SPGI) 0.0 $314k 704.00 446.00
Arista Networks 0.0 $313k 894.00 350.48
Metropcs Communications (TMUS) 0.0 $312k 1.8k 176.18
Ferguson SHS 0.0 $312k 1.6k 193.65
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $311k 3.3k 94.31
Intel Corporation (INTC) 0.0 $310k 10k 30.97
Cerence (CRNC) 0.0 $307k 108k 2.83
Constellation Energy (CEG) 0.0 $307k 1.5k 200.23
Purecycle Technologies (PCT) 0.0 $304k 51k 5.92
Dupont De Nemours (DD) 0.0 $303k 3.8k 80.50
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $301k 1.8k 164.28
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.0 $298k 2.1k 140.00
Cadence Design Systems (CDNS) 0.0 $296k 962.00 307.75
Nucor Corporation (NUE) 0.0 $292k 1.8k 158.08
Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $289k 15k 20.01
Chubb (CB) 0.0 $288k 1.1k 255.99
Brooks Automation (AZTA) 0.0 $288k 5.5k 52.62
Nasdaq Omx (NDAQ) 0.0 $282k 4.7k 60.26
Lennar Corp Cl A (LEN) 0.0 $281k 1.9k 149.87
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $270k 1.8k 153.90
Cummins (CMI) 0.0 $266k 962.00 276.93
Booking Holdings (BKNG) 0.0 $265k 67.00 3961.51
Enova Intl (ENVA) 0.0 $265k 4.3k 62.25
Ishares Tr Global Energ Etf (IXC) 0.0 $264k 6.4k 41.51
Prudential Financial (PRU) 0.0 $263k 2.2k 117.19
Marriott Intl Cl A (MAR) 0.0 $262k 1.1k 241.77
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $257k 549.00 468.72
Hess (HES) 0.0 $256k 1.7k 147.52
Avery Dennison Corporation (AVY) 0.0 $253k 1.2k 218.65
PPL Corporation (PPL) 0.0 $253k 9.1k 27.91
O'reilly Automotive (ORLY) 0.0 $252k 239.00 1056.06
V.F. Corporation (VFC) 0.0 $252k 19k 13.50
MPLX Com Unit Rep Ltd (MPLX) 0.0 $252k 5.9k 42.59
Discover Financial Services 0.0 $250k 1.9k 130.81
3M Company (MMM) 0.0 $250k 2.4k 102.19
Citigroup Com New (C) 0.0 $247k 3.9k 63.46
TransDigm Group Incorporated (TDG) 0.0 $243k 190.00 1277.61
Ametek (AME) 0.0 $243k 1.5k 166.71
Aurinia Pharmaceuticals (AUPH) 0.0 $243k 43k 5.71
Ishares Tr National Mun Etf (MUB) 0.0 $243k 2.3k 106.55
Regeneron Pharmaceuticals (REGN) 0.0 $240k 228.00 1051.03
Colgate-Palmolive Company (CL) 0.0 $240k 2.5k 97.04
Airbnb Com Cl A (ABNB) 0.0 $236k 1.6k 151.63
M&T Bank Corporation (MTB) 0.0 $236k 1.6k 151.36
Ishares Tr Select Divid Etf (DVY) 0.0 $233k 1.9k 120.98
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $233k 3.0k 77.92
Toyota Motor Corp Ads (TM) 0.0 $229k 1.1k 204.97
Ishares Tr Msci Eafe Etf (EFA) 0.0 $229k 2.9k 78.34
Carrier Global Corporation (CARR) 0.0 $227k 3.6k 63.08
Roper Industries (ROP) 0.0 $227k 402.00 563.66
MetLife (MET) 0.0 $225k 3.2k 70.19
Marvell Technology (MRVL) 0.0 $225k 3.2k 69.90
Ishares Tr Global Tech Etf (IXN) 0.0 $224k 2.7k 82.82
Golub Capital BDC (GBDC) 0.0 $222k 14k 15.71
Prologis (PLD) 0.0 $221k 2.0k 112.31
Cigna Corp (CI) 0.0 $220k 666.00 330.57
Cardinal Health (CAH) 0.0 $220k 2.2k 98.32
Boston Scientific Corporation (BSX) 0.0 $217k 2.8k 77.01
D.R. Horton (DHI) 0.0 $216k 1.5k 140.93
Ishares Tr Russell 3000 Etf (IWV) 0.0 $216k 699.00 308.69
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $215k 4.1k 53.13
Marathon Petroleum Corp (MPC) 0.0 $215k 1.2k 173.48
Target Corporation (TGT) 0.0 $213k 1.4k 148.04
Simon Property (SPG) 0.0 $213k 1.4k 151.80
Ge Vernova (GEV) 0.0 $212k 1.2k 171.51
Wright Express (WEX) 0.0 $212k 1.2k 177.14
Raymond James Financial (RJF) 0.0 $212k 1.7k 123.61
Parker-Hannifin Corporation (PH) 0.0 $212k 419.00 505.81
Citizens Financial (CFG) 0.0 $206k 5.7k 36.03
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $203k 1.7k 120.74
Ford Motor Company (F) 0.0 $203k 16k 12.54
Vanguard World Financials Etf (VFH) 0.0 $201k 2.0k 100.34
Origin Agritech Shs New (SEED) 0.0 $199k 42k 4.80
Warner Bros Discovery Com Ser A (WBD) 0.0 $105k 14k 7.44
PetMed Express (PETS) 0.0 $96k 24k 4.05
Amylyx Pharmaceuticals (AMLX) 0.0 $95k 50k 1.90
Immunitybio (IBRX) 0.0 $79k 13k 6.32
Sangoma Technologies Corp Com New (SANG) 0.0 $49k 10k 4.94
Invesco Van Kampen Senior Income Trust (VVR) 0.0 $45k 10k 4.31
Sibanye Stillwater Sponsored Adr (SBSW) 0.0 $44k 10k 4.35
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.0 $27k 11k 2.55