Legacy Bridge

Legacy Bridge as of Sept. 30, 2025

Portfolio Holdings for Legacy Bridge

Legacy Bridge holds 312 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 (NVDA) 4.8 $12M 62k 186.58
Palantir Technologies Cl A (PLTR) 4.5 $11M 59k 182.42
Broadcom (AVGO) 4.1 $9.8M 30k 329.91
Ge Vernova (GEV) 2.9 $7.1M 12k 614.90
Sterling Construction Company (STRL) 2.6 $6.2M 18k 339.68
Arista Networks Com Shs (ANET) 2.3 $5.6M 38k 145.71
West Bancorporation Cap Stk (WTBA) 2.2 $5.2M 254k 20.32
Celestica (CLS) 1.9 $4.6M 19k 246.38
Microsoft Corporation (MSFT) 1.8 $4.3M 8.2k 517.95
Oklo Com Cl A (OKLO) 1.8 $4.2M 38k 111.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $3.8M 7.6k 502.74
Amazon (AMZN) 1.6 $3.8M 17k 219.57
Wal-Mart Stores (WMT) 1.5 $3.7M 36k 103.06
Eaton Corp SHS (ETN) 1.5 $3.6M 9.5k 374.25
Caterpillar (CAT) 1.4 $3.4M 7.2k 477.15
Centrus Energy Corp Cl A (LEU) 1.3 $3.2M 10k 310.07
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.3 $3.1M 11k 279.29
JPMorgan Chase & Co. (JPM) 1.2 $2.9M 9.1k 315.43
Vertiv Holdings Com Cl A (VRT) 1.2 $2.9M 19k 150.86
Eli Lilly & Co. (LLY) 1.2 $2.8M 3.7k 763.00
Axon Enterprise (AXON) 1.1 $2.6M 3.7k 717.64
Johnson Ctls Intl SHS (JCI) 1.1 $2.6M 23k 109.95
Principal Exchange Traded Spectrum Pfd (PREF) 1.0 $2.5M 129k 19.14
Costco Wholesale Corporation (COST) 1.0 $2.5M 2.7k 925.63
Parker-Hannifin Corporation (PH) 1.0 $2.4M 3.2k 758.15
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.3M 9.6k 243.55
Ishares Tr Rus 2000 Grw Etf (IWO) 1.0 $2.3M 7.2k 320.04
Palo Alto Networks (PANW) 1.0 $2.3M 11k 203.62
Home Depot (HD) 0.9 $2.2M 5.4k 405.19
Ishares Tr Russell 2000 Etf (IWM) 0.9 $2.2M 9.0k 241.96
Apple (AAPL) 0.9 $2.1M 8.1k 254.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $2.0M 34k 59.92
Lowe's Companies (LOW) 0.8 $2.0M 8.0k 251.31
Williams-Sonoma (WSM) 0.8 $2.0M 10k 195.45
Nebius Group Shs Class A (NBIS) 0.8 $2.0M 18k 112.27
Asml Holding N V N Y Registry Shs (ASML) 0.8 $2.0M 2.0k 968.09
Tractor Supply Company (TSCO) 0.8 $1.9M 33k 56.87
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.9M 25k 73.46
Deere & Company (DE) 0.8 $1.8M 4.0k 457.26
Bank of New York Mellon Corporation (BK) 0.8 $1.8M 17k 108.96
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $1.8M 19k 96.55
Intuitive Surgical Com New (ISRG) 0.8 $1.8M 4.0k 447.23
Blackrock (BLK) 0.7 $1.7M 1.5k 1165.87
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $1.7M 9.4k 176.81
National Fuel Gas (NFG) 0.7 $1.6M 18k 92.37
Hewlett Packard Enterprise (HPE) 0.7 $1.6M 66k 24.56
Qualcomm (QCOM) 0.7 $1.6M 9.7k 166.36
Digital Realty Trust (DLR) 0.7 $1.6M 9.3k 172.88
Nxp Semiconductors N V (NXPI) 0.7 $1.6M 7.0k 227.73
Valero Energy Corporation (VLO) 0.7 $1.6M 9.4k 170.26
Nasdaq Omx (NDAQ) 0.7 $1.6M 18k 88.45
Metropcs Communications (TMUS) 0.7 $1.6M 6.6k 239.38
Exxon Mobil Corporation (XOM) 0.6 $1.5M 14k 112.75
Ishares Core Msci Emkt (IEMG) 0.6 $1.5M 23k 65.92
Vistra Energy (VST) 0.6 $1.5M 7.7k 195.92
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $1.5M 11k 139.67
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.5M 16k 93.37
Quanta Services (PWR) 0.6 $1.4M 3.5k 414.42
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.4M 48k 29.64
Morgan Stanley Com New (MS) 0.6 $1.4M 8.9k 158.96
Meta Platforms Cl A (META) 0.6 $1.4M 1.9k 734.38
Boston Scientific Corporation (BSX) 0.6 $1.4M 14k 97.63
Chevron Corporation (CVX) 0.6 $1.4M 8.8k 155.29
Equinix (EQIX) 0.6 $1.3M 1.7k 783.24
AeroVironment (AVAV) 0.5 $1.3M 4.0k 314.89
Fifth Third Ban (FITB) 0.5 $1.2M 27k 44.55
Insight Enterprises (NSIT) 0.5 $1.2M 10k 113.41
Jacobs Engineering Group (J) 0.5 $1.2M 7.8k 149.86
Freeport-mcmoran CL B (FCX) 0.5 $1.2M 30k 39.22
Ge Healthcare Technologies I Common Stock (GEHC) 0.5 $1.1M 15k 75.10
Snowflake Com Shs (SNOW) 0.5 $1.1M 4.9k 225.55
Nu Hldgs Ord Shs Cl A (NU) 0.5 $1.1M 69k 16.01
ESCO Technologies (ESE) 0.5 $1.1M 5.1k 211.11
Spdr Series Trust S&p Biotech (XBI) 0.4 $1.0M 11k 100.20
Stryker Corporation (SYK) 0.4 $1.0M 2.8k 369.67
Thermo Fisher Scientific (TMO) 0.4 $1.0M 2.2k 485.02
Danaher Corporation (DHR) 0.4 $1.0M 5.2k 198.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.0M 19k 54.18
Servicenow (NOW) 0.4 $1.0M 1.1k 920.28
Tempus Ai Cl A (TEM) 0.4 $987k 12k 80.71
Nextracker Class A Com (NXT) 0.4 $982k 13k 73.99
Celsius Hldgs Com New (CELH) 0.4 $980k 17k 57.49
Cameco Corporation (CCJ) 0.4 $957k 11k 83.86
On Hldg Namen Akt A (ONON) 0.4 $938k 22k 42.35
Nextera Energy (NEE) 0.4 $915k 12k 75.49
Caretrust Reit (CTRE) 0.4 $899k 26k 34.68
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $899k 6.3k 142.41
Goldman Sachs (GS) 0.4 $874k 1.1k 796.35
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $794k 14k 57.10
TJX Companies (TJX) 0.3 $784k 5.4k 144.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $774k 1.3k 612.38
H&R Block (HRB) 0.3 $772k 15k 50.57
Rio Tinto Sponsored Adr (RIO) 0.3 $771k 12k 66.01
Ishares Tr Msci India Etf (INDA) 0.3 $771k 15k 52.06
Pfizer (PFE) 0.3 $762k 30k 25.48
Union Pacific Corporation (UNP) 0.3 $743k 3.1k 236.37
Mondelez Intl Cl A (MDLZ) 0.3 $742k 12k 62.47
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $739k 7.6k 97.82
Ionq Inc Pipe (IONQ) 0.3 $710k 12k 61.50
Toyota Motor Corp Ads (TM) 0.3 $688k 3.6k 191.09
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $684k 29k 23.28
Procter & Gamble Company (PG) 0.3 $676k 4.4k 153.65
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $670k 10k 65.26
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $641k 23k 27.90
Workday Cl A (WDAY) 0.2 $586k 2.4k 240.73
Workiva Com Cl A (WK) 0.2 $574k 6.7k 86.08
Alphabet Cap Stk Cl A (GOOGL) 0.2 $554k 2.3k 243.10
McDonald's Corporation (MCD) 0.2 $553k 1.8k 303.89
Cme (CME) 0.2 $535k 2.0k 270.19
Wells Fargo & Company (WFC) 0.2 $522k 6.2k 83.82
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $520k 4.3k 120.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $497k 745.00 666.48
Intuit (INTU) 0.2 $484k 708.00 682.91
ConocoPhillips (COP) 0.2 $483k 5.1k 94.59
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $445k 8.4k 53.03
Blackstone Group Inc Com Cl A (BX) 0.2 $433k 2.5k 170.85
Abbott Laboratories (ABT) 0.2 $377k 2.8k 133.94
Northern Trust Corporation (NTRS) 0.2 $363k 2.7k 134.60
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $351k 750.00 468.41
Canadian Pacific Kansas City (CP) 0.1 $350k 4.7k 74.49
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $336k 1.9k 174.58
Ishares Tr Core S&p500 Etf (IVV) 0.1 $335k 500.00 669.30
Netflix (NFLX) 0.1 $321k 268.00 1198.92
Lockheed Martin Corporation (LMT) 0.1 $311k 622.00 499.21
Mastercard Incorporated Cl A (MA) 0.1 $310k 545.00 568.81
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $299k 8.1k 36.81
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $286k 972.00 293.74
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $282k 6.6k 42.79
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $277k 1.3k 208.71
Carrier Global Corporation (CARR) 0.1 $257k 4.3k 59.70
Cambria Etf Tr Global Value Etf (GVAL) 0.1 $246k 8.4k 29.23
Constellation Brands Cl A (STZ) 0.1 $233k 1.7k 134.67
Qorvo (QRVO) 0.1 $232k 2.5k 91.08
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $222k 1.9k 118.83
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $222k 8.4k 26.34
American Express Company (AXP) 0.1 $213k 640.00 332.16
Advanced Micro Devices (AMD) 0.1 $212k 1.3k 161.79
Ishares Tr Core Msci Total (IXUS) 0.1 $203k 2.5k 82.58
Astera Labs (ALAB) 0.1 $202k 1.0k 195.80
Southern Company (SO) 0.1 $199k 2.1k 94.77
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $197k 600.00 328.17
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $193k 656.00 293.79
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $189k 2.1k 89.37
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $185k 6.3k 29.11
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $183k 1.9k 95.89
Ishares Tr Msci Uk Etf New (EWU) 0.1 $168k 4.0k 41.97
Vanguard Index Fds Growth Etf (VUG) 0.1 $167k 349.00 479.61
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $154k 1.2k 129.72
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.1 $153k 5.2k 29.39
Ishares Gold Tr Ishares New (IAU) 0.1 $151k 2.1k 72.77
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $151k 757.00 199.47
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $151k 729.00 206.51
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $149k 502.00 297.62
Prudential Financial (PRU) 0.1 $149k 1.4k 103.74
Oracle Corporation (ORCL) 0.1 $149k 528.00 281.24
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $145k 265.00 546.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $142k 237.00 600.44
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $139k 4.4k 31.91
Micron Technology (MU) 0.1 $138k 822.00 167.32
Crowdstrike Hldgs Cl A (CRWD) 0.1 $137k 280.00 490.38
CVS Caremark Corporation (CVS) 0.1 $134k 1.8k 75.39
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $131k 2.6k 50.63
Biogen Idec (BIIB) 0.1 $123k 880.00 140.08
Navitas Semiconductor Corp-a (NVTS) 0.0 $118k 16k 7.22
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $112k 4.6k 24.40
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $111k 1.6k 71.37
United Parcel Service CL B (UPS) 0.0 $107k 1.3k 83.53
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $107k 1.0k 103.36
Ecolab (ECL) 0.0 $103k 375.00 273.86
Vanguard Index Fds Value Etf (VTV) 0.0 $101k 541.00 186.49
Casey's General Stores (CASY) 0.0 $97k 171.00 565.32
Marathon Petroleum Corp (MPC) 0.0 $90k 465.00 192.74
Diageo Spon Adr New (DEO) 0.0 $89k 935.00 95.43
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $86k 1.5k 57.10
Knight-swift Transn Hldgs In Cl A (KNX) 0.0 $86k 2.2k 39.51
Select Sector Spdr Tr Financial (XLF) 0.0 $80k 1.5k 53.87
Invesco Db Us Dlr Index Tr Bearish Fd (UDN) 0.0 $80k 4.3k 18.82
Intercontinental Exchange (ICE) 0.0 $79k 470.00 168.48
Manulife Finl Corp (MFC) 0.0 $77k 2.5k 31.15
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $74k 1.6k 45.99
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.0 $73k 2.9k 25.19
Corteva (CTVA) 0.0 $71k 1.0k 67.63
Totalenergies Se Sponsored Ads 0.0 $66k 1.1k 59.69
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $66k 1.5k 45.21
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $63k 1.4k 46.81
Adobe Systems Incorporated (ADBE) 0.0 $63k 179.00 352.75
MercadoLibre (MELI) 0.0 $58k 25.00 2336.96
Capital One Financial (COF) 0.0 $57k 267.00 212.58
Ishares Msci Jpn Etf New (EWJ) 0.0 $56k 700.00 80.21
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $52k 909.00 56.94
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $52k 1.2k 43.78
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $51k 710.00 72.11
Suncor Energy (SU) 0.0 $50k 1.2k 41.81
Emerson Electric (EMR) 0.0 $50k 380.00 131.18
Ishares Tr Select Divid Etf (DVY) 0.0 $50k 350.00 142.10
PPG Industries (PPG) 0.0 $49k 469.00 105.11
Invesco Currencyshares Euro Euro Shs (FXE) 0.0 $49k 450.00 108.37
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $49k 1.9k 25.52
Principal Financial (PFG) 0.0 $47k 570.00 82.91
Mp Materials Corp Com Cl A (MP) 0.0 $47k 700.00 67.07
Applovin Corp Com Cl A (APP) 0.0 $47k 65.00 718.55
Masco Corporation (MAS) 0.0 $46k 650.00 70.39
Robinhood Mkts Com Cl A (HOOD) 0.0 $44k 305.00 143.18
Innventure (INV) 0.0 $43k 7.5k 5.79
Tesla Motors (TSLA) 0.0 $43k 97.00 444.72
Shell Spon Ads (SHEL) 0.0 $43k 600.00 71.53
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $41k 1.7k 24.34
Select Sector Spdr Tr Indl (XLI) 0.0 $39k 250.00 154.23
Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $38k 1.6k 24.30
Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $38k 1.3k 28.89
Novartis Sponsored Adr (NVS) 0.0 $37k 292.00 128.24
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $36k 883.00 41.11
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $36k 1.5k 23.47
AmerisourceBergen (COR) 0.0 $34k 110.00 312.54
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $33k 236.00 141.50
Comcast Corp Cl A (CMCSA) 0.0 $33k 1.1k 31.42
O'reilly Automotive (ORLY) 0.0 $32k 300.00 107.81
Cloudflare Cl A Com (NET) 0.0 $32k 150.00 214.59
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $32k 500.00 64.24
Darling International (DAR) 0.0 $31k 1.0k 30.87
Draftkings Com Cl A (DKNG) 0.0 $30k 800.00 37.40
AvalonBay Communities (AVB) 0.0 $29k 150.00 193.17
Equity Residential Sh Ben Int (EQR) 0.0 $29k 442.00 64.73
Arch Cap Group Ord (ACGL) 0.0 $28k 313.00 90.73
Cardinal Health (CAH) 0.0 $28k 180.00 156.96
Jefferies Finl Group (JEF) 0.0 $28k 431.00 65.42
Progressive Corporation (PGR) 0.0 $27k 111.00 246.96
Ishares Tr Eafe Value Etf (EFV) 0.0 $27k 400.00 67.83
Lennar Corp Cl A (LEN) 0.0 $27k 215.00 126.04
Starbucks Corporation (SBUX) 0.0 $25k 295.00 84.60
SYSCO Corporation (SYY) 0.0 $24k 295.00 82.34
FedEx Corporation (FDX) 0.0 $24k 100.00 235.81
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $23k 255.00 89.62
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $22k 244.00 91.36
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $21k 100.00 209.34
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $20k 140.00 142.55
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $19k 317.00 61.12
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $19k 107.00 178.74
Cadence Design Systems (CDNS) 0.0 $19k 54.00 351.28
Pure Storage Cl A (PSTG) 0.0 $19k 225.00 83.81
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $18k 132.00 139.17
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $16k 279.00 58.72
Dow (DOW) 0.0 $16k 711.00 22.93
Watsco, Incorporated (WSO) 0.0 $16k 40.00 404.30
Datadog Cl A Com (DDOG) 0.0 $16k 112.00 142.40
Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) 0.0 $16k 539.00 29.55
Texas Pacific Land Corp (TPL) 0.0 $16k 17.00 933.65
Marvell Technology (MRVL) 0.0 $15k 180.00 84.07
Ishares Tr Core Msci Intl (IDEV) 0.0 $15k 187.00 80.17
Dominion Resources (D) 0.0 $15k 245.00 61.17
Veeva Sys Cl A Com (VEEV) 0.0 $15k 50.00 297.92
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $15k 440.00 33.37
Mongodb Cl A (MDB) 0.0 $15k 47.00 310.38
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $15k 98.00 148.61
Dell Technologies CL C (DELL) 0.0 $14k 100.00 141.77
Markel Corporation (MKL) 0.0 $13k 7.00 1911.43
Rubrik Cl A (RBRK) 0.0 $13k 160.00 82.25
Electronic Arts (EA) 0.0 $12k 60.00 201.70
Moody's Corporation (MCO) 0.0 $12k 25.00 476.48
Xpo Logistics Inc equity (XPO) 0.0 $12k 90.00 129.28
Vulcan Materials Company (VMC) 0.0 $11k 35.00 307.63
Bank of America Corporation (BAC) 0.0 $9.3k 181.00 51.59
Ishares Msci Eurzone Etf (EZU) 0.0 $9.1k 147.00 61.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $8.2k 300.00 27.30
Eos Energy Enterprises Com Cl A (EOSE) 0.0 $8.0k 700.00 11.39
Confluent Class A Com (CFLT) 0.0 $7.9k 400.00 19.80
EQT Corporation (EQT) 0.0 $7.9k 145.00 54.43
Grayscale Ethereum Trust Etf SHS (ETHE) 0.0 $6.9k 200.00 34.27
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $6.5k 81.00 79.80
Post Holdings Inc Common (POST) 0.0 $6.2k 58.00 107.48
UnitedHealth (UNH) 0.0 $5.9k 17.00 345.35
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $5.3k 100.00 53.40
Rocket Cos Com Cl A (RKT) 0.0 $5.3k 275.00 19.38
Colgate-Palmolive Company (CL) 0.0 $5.1k 64.00 79.95
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $5.1k 25.00 203.60
Select Sector Spdr Tr Communication (XLC) 0.0 $4.4k 37.00 118.38
Schlumberger Com Stk (SLB) 0.0 $4.3k 125.00 34.38
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $3.9k 50.00 78.92
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $3.9k 50.00 78.10
Applied Materials (AMAT) 0.0 $3.5k 17.00 204.76
Crown Castle Intl (CCI) 0.0 $3.4k 35.00 96.51
Compass Cl A (COMP) 0.0 $3.2k 400.00 8.03
Ishares Tr Tips Bd Etf (TIP) 0.0 $3.1k 28.00 111.25
Amgen (AMGN) 0.0 $3.1k 11.00 282.27
Shake Shack Cl A (SHAK) 0.0 $2.8k 30.00 93.63
Baker Hughes Company Cl A (BKR) 0.0 $2.7k 55.00 48.73
Fidelity Covington Trust Msci Matls Index (FMAT) 0.0 $2.6k 50.00 52.44
Amphenol Corp Cl A (APH) 0.0 $2.6k 21.00 123.76
Spdr Series Trust Bloomberg High Y (JNK) 0.0 $2.5k 26.00 98.00
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $2.5k 25.00 100.28
Southern Copper Corporation (SCCO) 0.0 $2.4k 20.00 121.40
Public Storage (PSA) 0.0 $2.3k 8.00 288.88
Kraneshares Trust Csi Chi Internet (KWEB) 0.0 $2.1k 50.00 42.02
D.R. Horton (DHI) 0.0 $1.9k 11.00 169.55
Rocket Lab Corp (RKLB) 0.0 $1.7k 35.00 47.91
Wedbush Ser Tr Dan Ives Wedbush (IVES) 0.0 $1.6k 50.00 32.12
Ast Spacemobile Com Cl A (ASTS) 0.0 $1.5k 30.00 49.10
Visa Com Cl A (V) 0.0 $1.4k 4.00 341.50
Raytheon Technologies Corp (RTX) 0.0 $1.3k 8.00 167.38
Pepsi (PEP) 0.0 $1.3k 9.00 140.44
Ge Aerospace Com New (GE) 0.0 $1.2k 4.00 301.00
Uber Technologies (UBER) 0.0 $1.2k 12.00 98.00
Abbvie (ABBV) 0.0 $927.000000 4.00 231.75
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $862.999500 15.00 57.53
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.0 $784.000000 20.00 39.20
Linde SHS (LIN) 0.0 $475.000000 1.00 475.00
Ishares Tr Expanded Tech (IGV) 0.0 $461.000000 4.00 115.25
Walt Disney Company (DIS) 0.0 $458.000000 4.00 114.50
Honeywell International (HON) 0.0 $421.000000 2.00 210.50
Coca-Cola Company (KO) 0.0 $397.999800 6.00 66.33
Charles Schwab Corporation (SCHW) 0.0 $191.000000 2.00 95.50
At&t (T) 0.0 $169.999800 6.00 28.33