Legacy Bridge

Legacy Bridge as of June 30, 2025

Portfolio Holdings for Legacy Bridge

Legacy Bridge holds 303 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 4.6 $9.7M 61k 157.99
Broadcom (AVGO) 3.9 $8.2M 30k 275.65
Palantir Technologies Cl A (PLTR) 3.7 $7.9M 58k 136.32
Ge Vernova (GEV) 2.9 $6.0M 11k 529.15
West Bancorporation Cap Stk (WTBA) 2.4 $5.1M 260k 19.63
Sterling Construction Company (STRL) 2.0 $4.2M 18k 230.73
Microsoft Corporation (MSFT) 1.9 $3.9M 7.9k 497.41
Arista Networks Com Shs (ANET) 1.9 $3.9M 38k 102.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $3.7M 7.6k 485.77
Amazon (AMZN) 1.7 $3.7M 17k 219.39
Wal-Mart Stores (WMT) 1.7 $3.5M 36k 97.78
Eaton Corp SHS (ETN) 1.6 $3.4M 9.6k 356.99
Vertiv Holdings Com Cl A (VRT) 1.5 $3.1M 24k 128.41
Axon Enterprise (AXON) 1.4 $3.1M 3.7k 827.94
Celestica (CLS) 1.4 $2.9M 19k 156.11
Caterpillar (CAT) 1.3 $2.8M 7.3k 388.21
Eli Lilly & Co. (LLY) 1.3 $2.8M 3.6k 779.53
JPMorgan Chase & Co. (JPM) 1.3 $2.6M 9.1k 289.91
Costco Wholesale Corporation (COST) 1.2 $2.6M 2.7k 989.94
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.2 $2.5M 11k 226.49
Johnson Ctls Intl SHS (JCI) 1.2 $2.5M 24k 105.62
Principal Exchange Traded Spectrum Pfd (PREF) 1.2 $2.5M 130k 18.97
Palo Alto Networks (PANW) 1.1 $2.3M 11k 204.64
Parker-Hannifin Corporation (PH) 1.1 $2.2M 3.2k 698.47
Intuitive Surgical Com New (ISRG) 1.1 $2.2M 4.1k 543.41
Oklo Com Cl A (OKLO) 1.0 $2.1M 38k 55.99
Ishares Tr Rus 2000 Grw Etf (IWO) 1.0 $2.1M 7.2k 285.86
Deere & Company (DE) 1.0 $2.1M 4.0k 508.49
Home Depot (HD) 0.9 $2.0M 5.4k 366.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $1.9M 34k 57.01
Ishares Tr Russell 2000 Etf (IWM) 0.9 $1.9M 8.9k 215.79
Centrus Energy Corp Cl A (LEU) 0.9 $1.9M 10k 183.18
Lowe's Companies (LOW) 0.9 $1.8M 8.1k 221.87
Tractor Supply Company (TSCO) 0.8 $1.7M 33k 52.77
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.7M 25k 69.09
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $1.7M 19k 91.97
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.7M 9.6k 177.39
Williams-Sonoma (WSM) 0.8 $1.7M 10k 163.37
Apple (AAPL) 0.8 $1.7M 8.1k 205.17
Digital Realty Trust (DLR) 0.8 $1.6M 9.4k 174.33
Asml Holding N V N Y Registry Shs (ASML) 0.8 $1.6M 2.0k 801.39
Nasdaq Omx (NDAQ) 0.8 $1.6M 18k 89.42
Qualcomm (QCOM) 0.8 $1.6M 9.9k 159.26
Blackrock (BLK) 0.7 $1.6M 1.5k 1049.25
Metropcs Communications (TMUS) 0.7 $1.6M 6.6k 238.26
Nxp Semiconductors N V (NXPI) 0.7 $1.5M 7.0k 218.49
Bank of New York Mellon Corporation (BK) 0.7 $1.5M 17k 91.11
Boston Scientific Corporation (BSX) 0.7 $1.5M 14k 107.41
National Fuel Gas (NFG) 0.7 $1.5M 18k 84.71
Vistra Energy (VST) 0.7 $1.5M 7.7k 193.81
Insight Enterprises (NSIT) 0.7 $1.5M 11k 138.09
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $1.5M 9.4k 157.76
Exxon Mobil Corporation (XOM) 0.7 $1.5M 14k 107.80
Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $1.4M 11k 132.14
Equinix (EQIX) 0.7 $1.4M 1.7k 795.47
Ishares Tr Msci Eafe Etf (EFA) 0.7 $1.4M 15k 89.39
Hewlett Packard Enterprise (HPE) 0.6 $1.4M 67k 20.45
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.3M 47k 28.05
Ishares Core Msci Emkt (IEMG) 0.6 $1.3M 22k 60.03
Freeport-mcmoran CL B (FCX) 0.6 $1.3M 30k 43.35
Quanta Services (PWR) 0.6 $1.3M 3.4k 378.08
Meta Platforms Cl A (META) 0.6 $1.3M 1.7k 738.09
Valero Energy Corporation (VLO) 0.6 $1.3M 9.4k 134.42
Chevron Corporation (CVX) 0.6 $1.3M 8.9k 143.19
Morgan Stanley Com New (MS) 0.6 $1.3M 8.9k 140.86
Stryker Corporation (SYK) 0.5 $1.1M 2.9k 395.63
AeroVironment (AVAV) 0.5 $1.1M 4.0k 284.95
Servicenow (NOW) 0.5 $1.1M 1.1k 1028.08
Ge Healthcare Technologies I Common Stock (GEHC) 0.5 $1.1M 15k 74.07
Fifth Third Ban (FITB) 0.5 $1.1M 27k 41.13
Snowflake Cl A (SNOW) 0.5 $1.1M 4.9k 223.77
Danaher Corporation (DHR) 0.5 $1.1M 5.4k 197.54
Vertex Pharmaceuticals Incorporated (VRTX) 0.5 $1.0M 2.3k 445.20
Jacobs Engineering Group (J) 0.5 $1.0M 7.8k 131.45
Nu Hldgs Ord Shs Cl A (NU) 0.4 $944k 69k 13.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $932k 19k 49.46
Spdr Series Trust S&p Biotech (XBI) 0.4 $905k 11k 82.93
Thermo Fisher Scientific (TMO) 0.4 $886k 2.2k 405.46
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $875k 6.3k 138.68
Cameco Corporation (CCJ) 0.4 $847k 11k 74.23
Nextera Energy (NEE) 0.4 $845k 12k 69.42
Ishares Tr Msci India Etf (INDA) 0.4 $844k 15k 55.68
H&R Block (HRB) 0.4 $838k 15k 54.89
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $833k 15k 56.85
Mondelez Intl Cl A (MDLZ) 0.4 $810k 12k 67.44
Caretrust Reit (CTRE) 0.4 $793k 26k 30.60
Tempus Ai Cl A (TEM) 0.4 $778k 12k 63.54
Goldman Sachs (GS) 0.4 $777k 1.1k 707.75
First Solar (FSLR) 0.4 $773k 4.7k 165.54
Nextracker Class A Com (NXT) 0.3 $729k 13k 54.37
Pfizer (PFE) 0.3 $725k 30k 24.24
Union Pacific Corporation (UNP) 0.3 $724k 3.1k 230.08
Procter & Gamble Company (PG) 0.3 $701k 4.4k 159.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $690k 1.2k 568.03
Rio Tinto Sponsored Adr (RIO) 0.3 $681k 12k 58.33
TJX Companies (TJX) 0.3 $670k 5.4k 123.49
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $659k 7.6k 87.22
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $649k 29k 22.10
Toyota Motor Corp Ads (TM) 0.3 $642k 3.7k 172.26
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $637k 10k 62.02
Workday Cl A (WDAY) 0.3 $584k 2.4k 240.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $581k 23k 25.30
Intuit (INTU) 0.3 $553k 702.00 787.63
McDonald's Corporation (MCD) 0.3 $547k 1.9k 292.17
Cme (CME) 0.3 $546k 2.0k 275.62
Wells Fargo & Company (WFC) 0.2 $499k 6.2k 80.12
ConocoPhillips (COP) 0.2 $480k 5.4k 89.74
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $474k 4.3k 110.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $462k 747.00 618.06
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $457k 8.7k 52.76
Workiva Com Cl A (WK) 0.2 $456k 6.7k 68.45
Skechers U S A Cl A 0.2 $427k 6.8k 63.10
Alphabet Cap Stk Cl A (GOOGL) 0.2 $400k 2.3k 176.23
Abbott Laboratories (ABT) 0.2 $383k 2.8k 136.01
Canadian Pacific Kansas City (CP) 0.2 $381k 4.8k 79.27
Blackstone Group Inc Com Cl A (BX) 0.2 $379k 2.5k 149.58
Netflix (NFLX) 0.2 $355k 265.00 1339.13
Northern Trust Corporation (NTRS) 0.2 $342k 2.7k 126.79
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $318k 750.00 424.58
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $317k 1.9k 164.46
Carrier Global Corporation (CARR) 0.1 $315k 4.3k 73.19
Ishares Tr Core S&p500 Etf (IVV) 0.1 $311k 500.00 620.90
Mastercard Incorporated Cl A (MA) 0.1 $306k 545.00 561.94
Constellation Brands Cl A (STZ) 0.1 $287k 1.8k 162.68
Lockheed Martin Corporation (LMT) 0.1 $285k 616.00 463.14
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $272k 972.00 279.83
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $260k 8.3k 31.54
Cambria Etf Tr Global Value Etf (GVAL) 0.1 $229k 8.4k 27.23
Qorvo (QRVO) 0.1 $216k 2.5k 84.91
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $214k 1.1k 195.01
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $205k 1.9k 109.29
American Express Company (AXP) 0.1 $204k 640.00 318.98
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $202k 8.3k 24.44
Southern Company (SO) 0.1 $192k 2.1k 91.83
Ishares Tr Core Msci Total (IXUS) 0.1 $190k 2.5k 77.31
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $187k 656.00 284.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $182k 600.00 303.93
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $182k 2.1k 85.21
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $173k 1.9k 90.98
Ishares Tr Msci Uk Etf New (EWU) 0.1 $159k 4.0k 39.72
Prudential Financial (PRU) 0.1 $154k 1.4k 107.44
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.1 $152k 5.2k 29.18
United Parcel Service CL B (UPS) 0.1 $147k 1.5k 100.94
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $146k 1.2k 123.58
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $143k 757.00 188.71
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $143k 729.00 195.42
Crowdstrike Hldgs Cl A (CRWD) 0.1 $138k 271.00 509.31
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $130k 2.6k 50.27
Ishares Gold Tr Ishares New (IAU) 0.1 $130k 2.1k 62.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $125k 227.00 551.70
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $124k 265.00 467.82
CVS Caremark Corporation (CVS) 0.1 $122k 1.8k 68.98
Oracle Corporation (ORCL) 0.1 $114k 523.00 218.63
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $112k 4.6k 24.38
Biogen Idec (BIIB) 0.1 $111k 880.00 125.59
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $106k 1.0k 102.91
Knight-swift Transn Hldgs In Cl A (KNX) 0.1 $106k 2.4k 44.23
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $104k 1.6k 67.22
Ecolab (ECL) 0.0 $101k 375.00 269.44
Micron Technology (MU) 0.0 $100k 812.00 123.25
Advanced Micro Devices (AMD) 0.0 $100k 704.00 141.90
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $97k 350.00 276.94
Diageo Spon Adr New (DEO) 0.0 $94k 935.00 100.84
Casey's General Stores (CASY) 0.0 $87k 171.00 510.27
Intercontinental Exchange (ICE) 0.0 $86k 470.00 183.47
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $83k 1.5k 55.24
Invesco Db Us Dlr Index Tr Bearish Fd (UDN) 0.0 $80k 4.3k 18.91
Manulife Finl Corp (MFC) 0.0 $79k 2.5k 31.96
Corteva (CTVA) 0.0 $78k 1.0k 74.53
Select Sector Spdr Tr Financial (XLF) 0.0 $78k 1.5k 52.37
Marathon Petroleum Corp (MPC) 0.0 $77k 465.00 166.11
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.0 $73k 2.9k 25.18
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $73k 1.6k 45.29
Adobe Systems Incorporated (ADBE) 0.0 $69k 179.00 386.88
Totalenergies Se Sponsored Ads (TTE) 0.0 $68k 1.1k 61.39
MercadoLibre (MELI) 0.0 $65k 25.00 2613.64
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $61k 1.5k 42.27
Capital One Financial (COF) 0.0 $56k 264.00 212.76
Navitas Semiconductor Corp-a (NVTS) 0.0 $56k 8.5k 6.55
PPG Industries (PPG) 0.0 $53k 469.00 113.75
Ishares Msci Jpn Etf New (EWJ) 0.0 $53k 700.00 74.97
Emerson Electric (EMR) 0.0 $51k 380.00 133.33
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $50k 909.00 55.28
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $50k 710.00 69.91
Invesco Currencyshares Euro Euro Shs (FXE) 0.0 $49k 450.00 108.79
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $48k 1.9k 25.42
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $47k 1.2k 40.11
Ishares Tr Select Divid Etf (DVY) 0.0 $47k 350.00 132.81
Principal Financial (PFG) 0.0 $45k 570.00 79.43
Suncor Energy (SU) 0.0 $45k 1.2k 37.45
Shell Spon Ads (SHEL) 0.0 $42k 600.00 70.41
Masco Corporation (MAS) 0.0 $42k 650.00 64.36
On Hldg Namen Akt A (ONON) 0.0 $41k 780.00 52.05
Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $38k 1.6k 24.25
Darling International (DAR) 0.0 $38k 1.0k 37.94
Comcast Corp Cl A (CMCSA) 0.0 $38k 1.1k 35.69
Select Sector Spdr Tr Indl (XLI) 0.0 $37k 250.00 147.52
Innventure (INV) 0.0 $36k 7.5k 4.80
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $36k 1.5k 23.24
Novartis Sponsored Adr (NVS) 0.0 $35k 292.00 121.01
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $35k 883.00 39.66
Draftkings Com Cl A (DKNG) 0.0 $34k 800.00 42.89
Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $34k 1.3k 26.21
Cardinal Health (CAH) 0.0 $34k 200.00 168.00
AmerisourceBergen (COR) 0.0 $33k 110.00 299.85
Nebius Group Shs Class A (NBIS) 0.0 $32k 580.00 55.33
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $31k 236.00 133.04
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $31k 500.00 62.50
AvalonBay Communities (AVB) 0.0 $31k 150.00 203.50
Equity Residential Sh Ben Int (EQR) 0.0 $30k 442.00 67.49
Progressive Corporation (PGR) 0.0 $30k 111.00 266.86
Cloudflare Cl A Com (NET) 0.0 $29k 150.00 195.83
Arch Cap Group Ord (ACGL) 0.0 $29k 313.00 91.05
O'reilly Automotive (ORLY) 0.0 $27k 300.00 90.13
Starbucks Corporation (SBUX) 0.0 $27k 295.00 91.63
Robinhood Mkts Com Cl A (HOOD) 0.0 $26k 275.00 93.63
Ishares Tr Eafe Value Etf (EFV) 0.0 $25k 400.00 63.48
Jefferies Finl Group (JEF) 0.0 $24k 431.00 54.69
Applovin Corp Com Cl A (APP) 0.0 $23k 65.00 350.09
FedEx Corporation (FDX) 0.0 $23k 100.00 227.31
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $22k 255.00 87.81
SYSCO Corporation (SYY) 0.0 $22k 295.00 75.74
Mp Materials Corp Com Cl A (MP) 0.0 $22k 670.00 33.27
Tesla Motors (TSLA) 0.0 $22k 70.00 317.67
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $22k 898.00 24.27
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $22k 244.00 89.00
Dow (DOW) 0.0 $21k 777.00 26.48
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $19k 100.00 192.71
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $19k 140.00 134.39
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $19k 317.00 59.20
Texas Pacific Land Corp (TPL) 0.0 $18k 17.00 1056.41
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $18k 132.00 134.80
Watsco, Incorporated (WSO) 0.0 $18k 40.00 441.62
Astera Labs (ALAB) 0.0 $17k 190.00 90.42
Cadence Design Systems (CDNS) 0.0 $17k 54.00 308.17
Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) 0.0 $16k 539.00 30.07
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $16k 279.00 56.56
Datadog Cl A Com (DDOG) 0.0 $15k 112.00 134.33
Veeva Sys Cl A Com (VEEV) 0.0 $14k 50.00 287.98
Rubrik Cl A (RBRK) 0.0 $14k 160.00 89.59
Markel Corporation (MKL) 0.0 $14k 7.00 1997.43
Marvell Technology (MRVL) 0.0 $14k 180.00 77.40
Dominion Resources (D) 0.0 $14k 245.00 56.52
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $13k 440.00 30.14
Newmont Mining Corporation (NEM) 0.0 $13k 225.00 58.26
Pure Storage Cl A (PSTG) 0.0 $13k 225.00 57.58
Moody's Corporation (MCO) 0.0 $13k 25.00 501.60
Dell Technologies CL C (DELL) 0.0 $12k 100.00 122.60
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $12k 107.00 113.41
Ionq Inc Pipe (IONQ) 0.0 $12k 270.00 42.97
Xpo Logistics Inc equity (XPO) 0.0 $11k 90.00 126.30
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $11k 98.00 115.36
Vanguard Index Fds Value Etf (VTV) 0.0 $11k 63.00 176.75
Confluent Class A Com (CFLT) 0.0 $10k 400.00 24.93
Mongodb Cl A (MDB) 0.0 $9.9k 47.00 210.00
Electronic Arts (EA) 0.0 $9.6k 60.00 159.70
Vulcan Materials Company (VMC) 0.0 $9.1k 35.00 260.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $8.0k 300.00 26.50
EQT Corporation (EQT) 0.0 $7.9k 135.00 58.33
Bank of America Corporation (BAC) 0.0 $7.6k 161.00 47.32
Post Holdings Inc Common (POST) 0.0 $6.3k 58.00 109.03
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $6.3k 81.00 77.51
Colgate-Palmolive Company (CL) 0.0 $5.8k 64.00 90.91
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $4.9k 25.00 194.24
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $4.8k 100.00 48.24
Schlumberger Com Stk (SLB) 0.0 $4.2k 125.00 33.80
Shake Shack Cl A (SHAK) 0.0 $4.2k 30.00 140.60
Grayscale Ethereum Trust Etf SHS (ETHE) 0.0 $4.2k 200.00 20.86
Select Sector Spdr Tr Communication (XLC) 0.0 $4.0k 37.00 108.54
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $3.9k 50.00 78.70
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $3.9k 50.00 77.34
Crown Castle Intl (CCI) 0.0 $3.6k 35.00 102.74
Applied Materials (AMAT) 0.0 $3.1k 17.00 183.12
Ishares Tr Tips Bd Etf (TIP) 0.0 $3.1k 28.00 110.07
Amgen (AMGN) 0.0 $3.1k 11.00 279.27
Spdr Series Trust Bloomberg High Y (JNK) 0.0 $2.5k 26.00 97.31
Compass Cl A (COMP) 0.0 $2.5k 400.00 6.28
Fidelity Covington Trust Msci Matls Index (FMAT) 0.0 $2.5k 50.00 49.88
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $2.5k 25.00 99.20
Public Storage (PSA) 0.0 $2.3k 8.00 293.50
UnitedHealth (UNH) 0.0 $2.2k 7.00 312.00
Baker Hughes Company Cl A (BKR) 0.0 $2.1k 55.00 38.35
Halliburton Company (HAL) 0.0 $2.0k 100.00 20.38
Southern Copper Corporation (SCCO) 0.0 $2.0k 20.00 101.20
Ishares Msci Eurzone Etf (EZU) 0.0 $1.6k 27.00 59.48
Visa Com Cl A (V) 0.0 $1.4k 4.00 355.25
D.R. Horton (DHI) 0.0 $1.4k 11.00 129.00
Wedbush Ser Tr Dan Ives Wedbush (IVES) 0.0 $1.4k 50.00 27.12
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $816.000000 15.00 54.40
Abbvie (ABBV) 0.0 $743.000000 4.00 185.75
Ge Aerospace Com New (GE) 0.0 $515.000000 2.00 257.50
Walt Disney Company (DIS) 0.0 $497.000000 4.00 124.25
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.0 $475.000000 20.00 23.75
Linde SHS (LIN) 0.0 $470.000000 1.00 470.00
Honeywell International (HON) 0.0 $466.000000 2.00 233.00
Ishares Tr Expanded Tech (IGV) 0.0 $438.000000 4.00 109.50
Coca-Cola Company (KO) 0.0 $424.999800 6.00 70.83
Pepsi (PEP) 0.0 $396.999900 3.00 132.33
Uber Technologies (UBER) 0.0 $279.999900 3.00 93.33
Charles Schwab Corporation (SCHW) 0.0 $183.000000 2.00 91.50
At&t (T) 0.0 $174.000000 6.00 29.00
Raytheon Technologies Corp (RTX) 0.0 $147.000000 1.00 147.00
Amphenol Corp Cl A (APH) 0.0 $99.000000 1.00 99.00