Legacy Bridge

Legacy Bridge as of March 31, 2024

Portfolio Holdings for Legacy Bridge

Legacy Bridge holds 317 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
West Bancorporation Cap Stk (WTBA) 3.2 $5.4M 304k 17.83
NVIDIA Corporation (NVDA) 2.8 $4.9M 5.4k 903.56
Broadcom (AVGO) 2.3 $4.0M 3.0k 1325.41
Microsoft Corporation (MSFT) 2.2 $3.7M 8.8k 420.72
Super Micro Computer 2.1 $3.6M 3.6k 1010.03
Eli Lilly & Co. (LLY) 2.0 $3.3M 4.3k 777.96
Amazon (AMZN) 1.8 $3.1M 17k 180.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $2.9M 6.9k 420.52
Eaton Corp SHS (ETN) 1.7 $2.9M 9.2k 312.68
Arista Networks 1.6 $2.7M 9.4k 289.98
Caterpillar (CAT) 1.5 $2.6M 7.1k 366.43
Advanced Micro Devices (AMD) 1.4 $2.4M 13k 180.49
Williams-Sonoma (WSM) 1.4 $2.3M 7.3k 317.53
Lowe's Companies (LOW) 1.2 $2.1M 8.3k 254.73
Insight Enterprises (NSIT) 1.2 $2.1M 11k 185.52
Home Depot (HD) 1.2 $2.0M 5.3k 383.60
Wal-Mart Stores (WMT) 1.2 $2.0M 34k 60.17
Costco Wholesale Corporation (COST) 1.1 $2.0M 2.7k 732.63
Sterling Construction Company (STRL) 1.1 $2.0M 18k 110.31
Asml Holding N V N Y Registry Shs (ASML) 1.1 $1.9M 2.0k 970.47
Parker-Hannifin Corporation (PH) 1.1 $1.9M 3.4k 555.79
Nxp Semiconductors N V (NXPI) 1.1 $1.9M 7.6k 247.77
Vertiv Holdings Com Cl A (VRT) 1.1 $1.8M 23k 81.67
Ishares Tr Russell 2000 Etf (IWM) 1.0 $1.8M 8.5k 210.30
Tractor Supply Company (TSCO) 1.0 $1.7M 6.6k 261.72
Qualcomm (QCOM) 1.0 $1.7M 10k 169.30
Palo Alto Networks (PANW) 1.0 $1.7M 6.1k 284.13
JPMorgan Chase & Co. (JPM) 1.0 $1.7M 8.5k 200.30
Deere & Company (DE) 1.0 $1.7M 4.1k 410.74
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.0 $1.6M 29k 57.86
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $1.6M 33k 50.17
Workiva Com Cl A (WK) 1.0 $1.6M 19k 84.80
Valero Energy Corporation (VLO) 0.9 $1.6M 9.4k 170.69
Apple (AAPL) 0.9 $1.6M 9.4k 171.48
Ishares Tr Rus 2000 Grw Etf (IWO) 0.9 $1.6M 5.9k 270.80
Intuitive Surgical Com New (ISRG) 0.9 $1.6M 3.9k 399.09
Johnson Ctls Intl SHS (JCI) 0.9 $1.5M 24k 65.32
Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $1.5M 18k 84.09
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $1.5M 9.7k 158.81
Equinix (EQIX) 0.9 $1.5M 1.8k 825.33
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.9 $1.5M 11k 136.05
Ge Healthcare Technologies I Common Stock (GEHC) 0.9 $1.5M 16k 90.91
salesforce (CRM) 0.9 $1.5M 4.9k 301.18
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.5M 9.7k 152.26
UnitedHealth (UNH) 0.9 $1.5M 3.0k 494.70
Waste Management (WM) 0.9 $1.5M 6.8k 213.15
Monster Beverage Corp (MNST) 0.8 $1.4M 24k 59.28
Danaher Corporation (DHR) 0.8 $1.4M 5.6k 249.72
Toyota Motor Corp Ads (TM) 0.8 $1.4M 5.5k 251.68
Celsius Hldgs Com New (CELH) 0.8 $1.4M 17k 82.92
Chevron Corporation (CVX) 0.8 $1.4M 8.6k 157.74
Ishares Tr Rus Mdcp Val Etf (IWS) 0.8 $1.4M 11k 125.33
Digital Realty Trust (DLR) 0.8 $1.3M 9.1k 144.04
Ishares Tr Msci Eafe Etf (EFA) 0.8 $1.3M 16k 79.86
Palantir Technologies Cl A (PLTR) 0.8 $1.3M 56k 23.01
BlackRock 0.8 $1.3M 1.6k 833.70
RPM International (RPM) 0.8 $1.3M 11k 118.95
Jacobs Engineering Group (J) 0.7 $1.3M 8.2k 153.73
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.3M 21k 60.30
Metropcs Communications (TMUS) 0.7 $1.3M 7.7k 163.22
Thermo Fisher Scientific (TMO) 0.7 $1.3M 2.2k 581.21
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $1.2M 15k 81.43
Illinois Tool Works (ITW) 0.7 $1.2M 4.4k 268.33
First Solar (FSLR) 0.6 $1.1M 6.6k 168.80
Knight-swift Transn Hldgs In Cl A (KNX) 0.6 $1.1M 20k 55.02
Lululemon Athletica (LULU) 0.6 $1.1M 2.8k 390.65
American Tower Reit (AMT) 0.6 $1.1M 5.4k 197.59
Stryker Corporation (SYK) 0.6 $1.0M 2.9k 357.87
Robert Half International (RHI) 0.6 $1.0M 13k 79.28
Pioneer Natural Resources 0.6 $1.0M 3.9k 262.50
Boston Scientific Corporation (BSX) 0.6 $960k 14k 68.49
Ishares Core Msci Emkt (IEMG) 0.6 $958k 19k 51.60
Axon Enterprise (AXON) 0.5 $934k 3.0k 312.88
Procter & Gamble Company (PG) 0.5 $929k 5.7k 162.25
Morgan Stanley Com New (MS) 0.5 $909k 9.7k 94.16
Mondelez Intl Cl A (MDLZ) 0.5 $867k 12k 70.00
Pepsi (PEP) 0.5 $852k 4.9k 175.01
Workday Cl A (WDAY) 0.5 $826k 3.0k 272.75
Celestica Sub Vtg Shs 0.5 $824k 18k 44.94
Qorvo (QRVO) 0.5 $798k 6.9k 114.83
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $777k 6.8k 114.14
Nextera Energy (NEE) 0.4 $762k 12k 63.91
H&R Block (HRB) 0.4 $750k 15k 49.11
Union Pacific Corporation (UNP) 0.4 $746k 3.0k 245.93
Rio Tinto Sponsored Adr (RIO) 0.4 $703k 11k 63.74
McDonald's Corporation (MCD) 0.4 $685k 2.4k 281.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $677k 16k 41.77
ConocoPhillips (COP) 0.4 $659k 5.2k 127.28
Accenture Plc Ireland Shs Class A (ACN) 0.4 $654k 1.9k 346.61
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $609k 12k 51.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $595k 12k 49.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $560k 14k 39.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $554k 1.2k 480.70
TJX Companies (TJX) 0.3 $548k 5.4k 101.42
Caretrust Reit (CTRE) 0.3 $543k 22k 24.37
Intuit (INTU) 0.3 $525k 807.00 650.00
Constellation Brands Cl A (STZ) 0.3 $507k 1.9k 271.76
Goldman Sachs (GS) 0.3 $497k 1.2k 417.69
Crown Castle Intl (CCI) 0.3 $491k 4.6k 105.83
Exxon Mobil Corporation (XOM) 0.3 $455k 3.9k 116.24
Nike CL B (NKE) 0.3 $452k 4.8k 93.98
Canadian Pacific Kansas City (CP) 0.3 $448k 5.1k 88.17
Cme (CME) 0.3 $435k 2.0k 215.29
Meta Platforms Cl A (META) 0.3 $433k 891.00 485.58
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $414k 4.9k 84.44
Skechers U S A Cl A 0.2 $397k 6.5k 61.26
Wells Fargo & Company (WFC) 0.2 $361k 6.2k 57.96
Alphabet Cap Stk Cl A (GOOGL) 0.2 $358k 2.4k 150.93
Edwards Lifesciences (EW) 0.2 $358k 3.7k 95.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $344k 657.00 523.07
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $340k 5.6k 60.74
Abbott Laboratories (ABT) 0.2 $335k 3.0k 113.66
Lockheed Martin Corporation (LMT) 0.2 $329k 723.00 454.87
Coca-Cola Company (KO) 0.2 $329k 5.4k 61.18
Merck & Co (MRK) 0.2 $318k 2.4k 131.95
Cisco Systems (CSCO) 0.2 $312k 6.3k 49.91
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $300k 1.9k 155.91
Pfizer (PFE) 0.2 $300k 11k 27.75
Celanese Corporation (CE) 0.2 $296k 1.7k 171.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $291k 1.5k 191.88
Global X Fds Lithium Btry Etf (LIT) 0.2 $289k 6.4k 45.29
International Business Machines (IBM) 0.2 $277k 1.4k 190.96
Principal Financial (PFG) 0.2 $271k 3.1k 86.31
Ishares Tr Msci India Etf (INDA) 0.2 $265k 5.1k 51.59
Ishares Tr Core S&p500 Etf (IVV) 0.2 $263k 500.00 525.73
Mastercard Incorporated Cl A (MA) 0.2 $263k 545.00 481.57
Blackstone Group Inc Com Cl A (BX) 0.2 $257k 2.0k 131.37
Carrier Global Corporation (CARR) 0.1 $254k 4.4k 58.13
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $253k 750.00 337.05
United Parcel Service CL B (UPS) 0.1 $249k 1.7k 148.63
Northern Trust Corporation (NTRS) 0.1 $240k 2.7k 88.92
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $214k 4.2k 50.60
Medtronic SHS (MDT) 0.1 $206k 2.4k 87.15
Biogen Idec (BIIB) 0.1 $203k 940.00 215.63
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $191k 365.00 522.88
Diageo Spon Adr New (DEO) 0.1 $190k 1.3k 148.74
CVS Caremark Corporation (CVS) 0.1 $189k 2.4k 79.76
Prudential Financial (PRU) 0.1 $189k 1.6k 117.40
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $188k 796.00 235.79
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $182k 2.3k 78.64
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $181k 1.6k 110.52
Cambria Etf Tr Global Value Etf (GVAL) 0.1 $180k 8.4k 21.40
Freeport-mcmoran CL B (FCX) 0.1 $174k 3.7k 47.02
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.1 $170k 8.0k 21.24
American Equity Investment Life Holding 0.1 $169k 3.0k 56.22
Darling International (DAR) 0.1 $168k 3.6k 46.51
Ishares Tr Core Msci Total (IXUS) 0.1 $167k 2.5k 67.86
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $167k 2.7k 62.06
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.1 $166k 5.2k 31.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $156k 600.00 259.90
Southern Company (SO) 0.1 $154k 2.2k 71.74
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $153k 6.2k 24.81
Us Bancorp Del Com New (USB) 0.1 $148k 3.3k 44.70
American Express Company (AXP) 0.1 $146k 640.00 227.69
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $140k 1.2k 118.29
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $139k 1.5k 91.25
Ishares Tr Msci Uk Etf New (EWU) 0.1 $137k 4.0k 34.21
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $136k 754.00 180.47
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $136k 728.00 186.81
Marathon Petroleum Corp (MPC) 0.1 $136k 674.00 201.50
Adobe Systems Incorporated (ADBE) 0.1 $126k 250.00 504.60
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $124k 2.6k 47.89
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $123k 470.00 260.72
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $122k 487.00 249.86
Bank of New York Mellon Corporation (BK) 0.1 $112k 1.9k 57.62
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $111k 2.3k 48.21
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $110k 1.9k 58.07
Netflix (NFLX) 0.1 $104k 171.00 607.33
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $102k 1.0k 99.43
PPG Industries (PPG) 0.1 $93k 639.00 144.90
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $91k 1.6k 58.65
Ecolab (ECL) 0.1 $87k 375.00 230.90
Select Sector Spdr Tr Financial (XLF) 0.0 $84k 2.0k 42.12
Global Payments (GPN) 0.0 $84k 625.00 133.66
Dupont De Nemours (DD) 0.0 $83k 1.1k 76.67
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $76k 1.5k 50.86
Cardinal Health (CAH) 0.0 $74k 665.00 111.90
Marathon Oil Corporation (MRO) 0.0 $73k 2.6k 28.34
Spdr Ser Tr S&p Biotech (XBI) 0.0 $73k 764.00 94.89
Corteva (CTVA) 0.0 $71k 1.2k 57.67
Dow (DOW) 0.0 $67k 1.2k 57.93
Shell Spon Ads (SHEL) 0.0 $67k 1.0k 67.04
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $67k 1.6k 41.84
Intercontinental Exchange (ICE) 0.0 $65k 470.00 137.43
Linde SHS (LIN) 0.0 $65k 139.00 464.32
O'reilly Automotive (ORLY) 0.0 $63k 56.00 1128.89
Otis Worldwide Corp (OTIS) 0.0 $62k 625.00 99.27
ConAgra Foods (CAG) 0.0 $59k 2.0k 29.64
Emerson Electric (EMR) 0.0 $59k 521.00 113.42
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $56k 1.5k 38.47
Schlumberger Com Stk (SLB) 0.0 $55k 1.0k 54.81
Casey's General Stores (CASY) 0.0 $55k 171.00 318.45
Oracle Corporation (ORCL) 0.0 $54k 430.00 125.61
Masco Corporation (MAS) 0.0 $51k 650.00 78.88
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $49k 1.2k 41.07
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $47k 1.9k 24.91
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $47k 710.00 66.57
Equity Residential Sh Ben Int (EQR) 0.0 $47k 738.00 63.11
Manulife Finl Corp (MFC) 0.0 $47k 1.9k 24.99
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $46k 111.00 418.02
AvalonBay Communities (AVB) 0.0 $46k 250.00 185.56
Comcast Corp Cl A (CMCSA) 0.0 $46k 1.1k 43.35
Kraft Heinz (KHC) 0.0 $44k 1.2k 36.90
Suncor Energy (SU) 0.0 $44k 1.2k 36.91
International Flavors & Fragrances (IFF) 0.0 $43k 505.00 85.99
Ishares Tr Select Divid Etf (DVY) 0.0 $43k 350.00 123.18
AutoZone (AZO) 0.0 $41k 13.00 3151.69
Vanguard Index Fds Value Etf (VTV) 0.0 $40k 246.00 162.86
Lam Research Corporation 0.0 $39k 40.00 971.58
Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $37k 1.3k 28.44
Draftkings Com Cl A (DKNG) 0.0 $36k 800.00 45.41
Ishares Msci Jpn Etf New (EWJ) 0.0 $36k 500.00 71.35
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $35k 765.00 46.00
Texas Instruments Incorporated (TXN) 0.0 $35k 200.00 174.21
Vulcan Materials Company (VMC) 0.0 $34k 125.00 272.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $32k 72.00 444.01
Select Sector Spdr Tr Indl (XLI) 0.0 $32k 250.00 125.96
Air Products & Chemicals (APD) 0.0 $31k 128.00 242.27
BlackRock Enhanced Capital and Income (CII) 0.0 $30k 1.6k 19.49
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $30k 883.00 34.29
Chipotle Mexican Grill (CMG) 0.0 $29k 10.00 2906.80
FedEx Corporation (FDX) 0.0 $29k 100.00 289.74
Arch Cap Group Ord (ACGL) 0.0 $29k 313.00 92.44
Ishares Tr Eafe Value Etf (EFV) 0.0 $29k 525.00 54.40
Novartis Sponsored Adr (NVS) 0.0 $28k 292.00 96.73
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $28k 500.00 55.53
Starbucks Corporation (SBUX) 0.0 $27k 295.00 91.39
AmerisourceBergen (COR) 0.0 $27k 110.00 242.99
SYSCO Corporation (SYY) 0.0 $26k 325.00 81.18
Phillips 66 (PSX) 0.0 $26k 161.00 163.34
Ishares Tr Rus 1000 Etf (IWB) 0.0 $25k 86.00 288.03
Ishares Gold Tr Ishares New (IAU) 0.0 $24k 579.00 42.01
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $24k 255.00 92.89
Progressive Corporation (PGR) 0.0 $23k 111.00 206.83
Discover Financial Services 0.0 $20k 150.00 131.09
MercadoLibre (MELI) 0.0 $20k 13.00 1512.00
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $20k 132.00 147.73
Servicenow (NOW) 0.0 $19k 25.00 762.40
Jefferies Finl Group (JEF) 0.0 $19k 431.00 44.10
Select Sector Spdr Tr Energy (XLE) 0.0 $19k 200.00 94.41
Nu Hldgs Ord Shs Cl A (NU) 0.0 $19k 1.6k 11.93
Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) 0.0 $18k 539.00 33.93
Booking Holdings (BKNG) 0.0 $18k 5.00 3628.00
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $18k 136.00 130.74
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $18k 204.00 86.48
Applied Materials (AMAT) 0.0 $18k 85.00 206.24
Kohl's Corporation (KSS) 0.0 $18k 600.00 29.15
Watsco, Incorporated (WSO) 0.0 $17k 40.00 431.98
Public Storage (PSA) 0.0 $17k 59.00 290.07
Capital One Financial (COF) 0.0 $16k 110.00 148.89
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $16k 140.00 116.84
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $15k 317.00 47.62
Ishares Tr Glob Utilits Etf (JXI) 0.0 $14k 233.00 59.05
The Trade Desk Com Cl A (TTD) 0.0 $13k 150.00 87.42
Marvell Technology (MRVL) 0.0 $13k 180.00 70.88
Confluent Class A Com (CFLT) 0.0 $12k 400.00 30.52
Dominion Resources (D) 0.0 $12k 245.00 49.19
Franco-Nevada Corporation (FNV) 0.0 $12k 100.00 119.16
Pure Storage Cl A (PSTG) 0.0 $12k 225.00 51.99
Veeva Sys Cl A Com (VEEV) 0.0 $12k 50.00 231.70
Boeing Company (BA) 0.0 $12k 60.00 193.00
AeroVironment (AVAV) 0.0 $12k 75.00 153.28
Snowflake Cl A (SNOW) 0.0 $12k 71.00 161.61
Datadog Cl A Com (DDOG) 0.0 $11k 92.00 123.61
Uipath Cl A (PATH) 0.0 $11k 500.00 22.67
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $11k 139.00 80.63
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $11k 440.00 25.25
Xpo Logistics Inc equity (XPO) 0.0 $11k 90.00 122.03
Markel Corporation (MKL) 0.0 $11k 7.00 1521.57
Legg Mason Etf Invt Clrbrdg Al Cp Gw (CACG) 0.0 $10k 200.00 52.09
Novo-nordisk A S Adr (NVO) 0.0 $10k 80.00 128.40
Teradyne (TER) 0.0 $10k 90.00 112.83
Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $10k 425.00 23.85
Autodesk (ADSK) 0.0 $9.9k 38.00 260.42
Moody's Corporation (MCO) 0.0 $9.8k 25.00 393.04
Cadence Design Systems (CDNS) 0.0 $9.3k 30.00 311.30
Synopsys (SNPS) 0.0 $8.6k 15.00 571.53
CarMax (KMX) 0.0 $8.4k 97.00 87.11
Newmont Mining Corporation (NEM) 0.0 $8.1k 225.00 35.84
Electronic Arts (EA) 0.0 $8.0k 60.00 132.68
Shopify Cl A (SHOP) 0.0 $7.6k 98.00 77.17
Te Connectivity SHS 0.0 $7.3k 50.00 145.24
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $7.2k 100.00 72.36
Totalenergies Se Sponsored Ads (TTE) 0.0 $6.8k 99.00 68.84
Toronto Dominion Bk Ont Com New (TD) 0.0 $6.6k 110.00 60.38
Las Vegas Sands (LVS) 0.0 $6.5k 125.00 51.70
Novocure Ord Shs (NVCR) 0.0 $6.3k 400.00 15.63
Post Holdings Inc Common (POST) 0.0 $6.2k 58.00 106.29
Colgate-Palmolive Company (CL) 0.0 $5.8k 64.00 90.06
Becton, Dickinson and (BDX) 0.0 $5.7k 23.00 247.48
Bank of America Corporation (BAC) 0.0 $5.5k 145.00 37.92
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $5.5k 81.00 67.35
Nextracker Class A Com (NXT) 0.0 $5.4k 96.00 56.27
Cognizant Technology Solutio Cl A (CTSH) 0.0 $5.1k 70.00 73.30
Ishares Tr Ibonds Dec24 Etf 0.0 $5.0k 200.00 25.05
Unilever Spon Adr New (UL) 0.0 $4.5k 90.00 50.20
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $4.3k 182.00 23.80
Crowdstrike Hldgs Cl A (CRWD) 0.0 $4.2k 13.00 320.62
Halliburton Company (HAL) 0.0 $3.9k 100.00 39.42
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $3.8k 50.00 76.68
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $3.8k 50.00 75.98
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $3.8k 50.00 75.40
Ishares Tr Tips Bd Etf (TIP) 0.0 $3.0k 28.00 107.43
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $3.0k 55.00 53.80
Amgen (AMGN) 0.0 $2.8k 10.00 284.40
Fidelity Covington Trust Msci Matls Index (FMAT) 0.0 $2.6k 50.00 52.38
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $2.5k 26.00 95.23
Liberty Broadband Corp Com Ser A (LBRDA) 0.0 $2.3k 41.00 57.12
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $1.5k 100.00 15.21
At&t (T) 0.0 $1.5k 83.00 17.60
Vitesse Energy Common Stock (VTS) 0.0 $1.2k 50.00 23.74
Hain Celestial (HAIN) 0.0 $770.995400 98.00 7.87
Ishares Msci Eurzone Etf (EZU) 0.0 $766.000500 15.00 51.07
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $490.000000 5.00 98.00
Warner Bros Discovery Com Ser A (WBD) 0.0 $175.000000 20.00 8.75
Nokia Corp Sponsored Adr (NOK) 0.0 $54.000000 15.00 3.60
Embecta Corp Common Stock (EMBC) 0.0 $54.000000 4.00 13.50