Legacy Bridge

Legacy Bridge as of March 31, 2026

Portfolio Holdings for Legacy Bridge

Legacy Bridge holds 320 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 4.3 $11M 65k 174.40
Ge Vernova (GEV) 3.9 $10M 12k 872.90
Palantir Technologies Cl A (PLTR) 3.4 $8.9M 61k 146.28
Sterling Construction Company (STRL) 3.0 $7.8M 19k 407.27
Broadcom (AVGO) 2.7 $7.0M 23k 309.51
West Bancorporation Cap Stk (WTBA) 2.2 $5.8M 246k 23.79
Caterpillar (CAT) 2.1 $5.4M 7.7k 708.46
Celestica (CLS) 1.9 $5.0M 18k 281.68
Vertiv Holdings Com Cl A (VRT) 1.9 $5.0M 20k 250.58
Arista Networks Com Shs (ANET) 1.8 $4.8M 39k 122.78
Wal-Mart Stores (WMT) 1.8 $4.8M 39k 124.28
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.5 $4.0M 12k 337.95
Amazon (AMZN) 1.5 $3.9M 19k 208.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $3.8M 8.0k 479.20
Eli Lilly & Co. (LLY) 1.4 $3.7M 4.0k 919.77
Eaton Corp SHS (ETN) 1.4 $3.6M 10k 357.67
Microsoft Corporation (MSFT) 1.3 $3.4M 9.1k 370.17
Alphabet Cap Stk Cl C (GOOG) 1.2 $3.1M 11k 286.86
Johnson Controls Internation SHS (JCI) 1.2 $3.0M 23k 130.95
Parker-Hannifin Corporation (PH) 1.1 $2.9M 3.2k 895.24
Ishares Tr Core S&p500 Etf (IVV) 1.1 $2.9M 4.4k 653.21
JPMorgan Chase & Co. (JPM) 1.1 $2.9M 9.7k 294.16
Asml Hldg Nv N Y Registry Shs (ASML) 1.1 $2.8M 2.1k 1320.83
Costco Wholesale Corporation (COST) 1.0 $2.7M 2.7k 996.43
Apple (AAPL) 0.9 $2.4M 9.4k 253.79
Ishares Core Msci Emkt (IEMG) 0.9 $2.4M 34k 69.75
Ishares Tr Rus 2000 Grw Etf (IWO) 0.9 $2.4M 7.5k 313.81
Exxon Mobil Corporation (XOM) 0.9 $2.3M 14k 169.66
Principal Exchange Traded Spectrum Pfd (PREF) 0.9 $2.3M 124k 18.82
Valero Energy Corporation (VLO) 0.9 $2.3M 9.3k 247.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $2.3M 36k 64.08
Deere & Company (DE) 0.9 $2.3M 4.1k 563.30
Ishares Tr Russell 2000 Etf (IWM) 0.9 $2.3M 9.1k 248.00
Bank of New York Mellon Corporation (BNY) 0.9 $2.2M 19k 118.63
Micron Technology (MU) 0.8 $2.2M 6.5k 337.84
Quanta Services (PWR) 0.8 $2.0M 3.7k 549.02
Oklo Com Cl A (OKLO) 0.8 $2.0M 41k 49.59
Centrus Energy Corp Cl A (LEU) 0.8 $2.0M 11k 173.59
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $2.0M 25k 77.11
Nebius Group Shs Class A (NBIS) 0.7 $2.0M 19k 103.76
Intuitive Surgical Com New (ISRG) 0.7 $1.9M 4.2k 460.99
Ishares Tr Core Msci Total (IXUS) 0.7 $1.9M 22k 86.64
Lowe's Companies (LOW) 0.7 $1.9M 8.0k 236.28
Home Depot (HD) 0.7 $1.9M 5.7k 328.89
Williams-Sonoma (WSM) 0.7 $1.9M 10k 182.33
Freeport Mcmoran CL B (FCX) 0.7 $1.8M 31k 58.78
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $1.8M 19k 97.23
Advanced Micro Devices (AMD) 0.7 $1.8M 9.0k 203.43
Chevron Corporation (CVX) 0.7 $1.8M 8.8k 206.90
Palo Alto Networks (PANW) 0.7 $1.8M 11k 160.32
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $1.8M 9.3k 189.59
National Fuel Gas (NFG) 0.7 $1.7M 19k 93.96
Equinix (EQIX) 0.6 $1.7M 1.7k 980.24
Digital Realty Trust (DLR) 0.6 $1.7M 9.4k 180.21
Nextpower Class A Com (NXT) 0.6 $1.6M 14k 120.55
Hewlett Packard Enterprise (HPE) 0.6 $1.6M 68k 23.81
ESCO Technologies (ESE) 0.6 $1.6M 5.7k 281.37
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $1.6M 11k 145.74
Axon Enterprise (AXON) 0.6 $1.6M 3.7k 424.69
Western Digital (WDC) 0.6 $1.6M 5.8k 270.49
Nasdaq Omx (NDAQ) 0.6 $1.6M 18k 84.89
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.5M 16k 97.13
Citigroup Com New (C) 0.6 $1.5M 13k 113.41
Tractor Supply Company (TSCO) 0.6 $1.5M 33k 45.30
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.5M 48k 30.96
Morgan Stanley Com New (MS) 0.6 $1.5M 8.8k 164.57
Spdr Series Trust State Street Spd (XBI) 0.5 $1.4M 11k 127.73
Blackrock (BLK) 0.5 $1.4M 1.5k 961.71
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.5 $1.4M 15k 93.87
Fifth Third Ban (FITB) 0.5 $1.4M 30k 46.46
Metropcs Communications (TMUS) 0.5 $1.4M 6.6k 210.03
Meta Platforms Cl A (META) 0.5 $1.4M 2.4k 572.13
Nxp Semiconductors N V (NXPI) 0.5 $1.3M 6.8k 196.86
Ishares Msci Mexico Etf (EWW) 0.5 $1.3M 17k 75.23
Qualcomm (QCOM) 0.5 $1.3M 9.7k 128.78
Cameco Corporation (CCJ) 0.5 $1.3M 12k 108.61
Vistra Energy (VST) 0.5 $1.2M 8.2k 150.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.2M 22k 54.05
Global X Fds Gb Msci Ar Etf (ARGT) 0.5 $1.2M 13k 93.32
Nextera Energy (NEE) 0.4 $1.2M 13k 92.88
Rio Tinto Sponsored Adr (RIO) 0.4 $1.1M 12k 93.29
MercadoLibre (MELI) 0.4 $1.1M 625.00 1729.02
Thermo Fisher Scientific (TMO) 0.4 $1.0M 2.1k 491.53
Ge Healthcare Technologies I Common Stock (GEHC) 0.4 $1.0M 14k 71.18
Jacobs Engineering Group (J) 0.4 $1.0M 7.9k 127.28
Nu Hldgs Ord Shs Cl A (NU) 0.4 $1000k 70k 14.37
Danaher Corporation (DHR) 0.4 $991k 5.2k 189.60
Caretrust Reit (CTRE) 0.4 $956k 26k 36.65
Goldman Sachs (GS) 0.4 $947k 1.1k 845.99
TJX Companies (TJX) 0.3 $894k 5.6k 159.70
Boston Scientific Corporation (BSX) 0.3 $889k 14k 62.75
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $888k 8.9k 100.17
Stryker Corporation (SYK) 0.3 $884k 2.7k 328.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $857k 1.4k 597.55
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $856k 35k 24.75
Pfizer (PFE) 0.3 $853k 30k 28.08
AeroVironment (AVAV) 0.3 $828k 4.5k 183.05
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $827k 15k 56.68
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $809k 6.3k 128.12
Alphabet Cap Stk Cl A (GOOGL) 0.3 $799k 2.8k 287.56
Snowflake Com Shs (SNOW) 0.3 $770k 5.1k 150.82
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $763k 11k 67.53
Toyota Motor Corp Ads (TM) 0.3 $758k 3.7k 206.09
Union Pacific Corporation (UNP) 0.3 $721k 3.0k 242.62
Insight Enterprises (NSIT) 0.3 $698k 10k 67.01
Mondelez Intl Cl A (MDLZ) 0.3 $678k 12k 57.64
ConocoPhillips (COP) 0.3 $666k 5.0k 132.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $659k 23k 29.08
Procter & Gamble Company (PG) 0.2 $640k 4.4k 144.44
Celsius Hldgs Com New (CELH) 0.2 $627k 18k 35.48
Tempus Ai Cl A (TEM) 0.2 $597k 13k 45.22
Cme (CME) 0.2 $589k 2.0k 295.35
Servicenow (NOW) 0.2 $578k 5.5k 104.55
Wells Fargo & Company (WFC) 0.2 $511k 6.4k 79.61
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $493k 4.4k 113.11
McDonald's Corporation (MCD) 0.2 $491k 1.6k 310.79
H&R Block (HRB) 0.2 $485k 15k 31.74
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $471k 724.00 650.64
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $441k 8.4k 52.56
Ab Active Etfs Intl Low Volatlt (ILOW) 0.2 $416k 9.8k 42.66
Workiva Com Cl A (WK) 0.2 $397k 6.7k 59.63
Ionq Inc Pipe (IONQ) 0.1 $390k 14k 28.83
Northern Trust Corporation (NTRS) 0.1 $377k 2.7k 139.57
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $363k 8.1k 44.62
Canadian Pacific Kansas City (CP) 0.1 $333k 4.2k 78.66
Lockheed Martin Corporation (LMT) 0.1 $325k 537.00 604.39
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $320k 750.00 426.40
Intuit (INTU) 0.1 $318k 735.00 432.38
Netflix (NFLX) 0.1 $305k 3.2k 96.15
Workday Cl A (WDAY) 0.1 $303k 2.3k 129.92
Spdr Index Shs Fds State Street Spd (SPDW) 0.1 $301k 6.6k 45.65
Mastercard Incorporated Cl A (MA) 0.1 $295k 590.00 499.66
Abbott Laboratories (ABT) 0.1 $287k 2.8k 102.67
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $279k 972.00 287.18
Cambria Etf Tr Global Value Etf (GVAL) 0.1 $279k 8.4k 33.17
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $263k 1.4k 184.28
Constellation Brands Cl A (STZ) 0.1 $258k 1.7k 150.00
Carrier Global Corporation (CARR) 0.1 $239k 4.2k 56.31
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $233k 1.9k 124.31
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $218k 2.2k 100.62
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $216k 8.4k 25.64
Southern Company (SO) 0.1 $202k 2.1k 96.52
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $198k 2.1k 93.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $197k 908.00 217.25
Qorvo (QRVO) 0.1 $197k 2.5k 77.40
American Express Company (AXP) 0.1 $194k 640.00 302.48
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $193k 6.3k 30.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $193k 600.00 320.81
Ishares Gold Tr Ishares New (IAU) 0.1 $190k 2.2k 88.16
Ishares Tr Msci Uk Etf New (EWU) 0.1 $182k 4.0k 45.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $180k 311.00 577.23
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $169k 656.00 257.35
Biogen Idec (BIIB) 0.1 $161k 880.00 183.33
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.1 $157k 5.2k 30.19
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $157k 1.2k 132.50
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $154k 757.00 203.79
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $154k 729.00 211.15
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $152k 502.00 302.25
Navitas Semiconductor Corp-a (NVTS) 0.1 $148k 17k 8.77
Vanguard Index Fds Growth Etf (VUG) 0.1 $137k 314.00 436.79
Prudential Financial (PRU) 0.1 $137k 1.4k 97.69
Vanguard Index Fds Value Etf (VTV) 0.0 $130k 662.00 196.20
Iren Ordinary Shares (IREN) 0.0 $129k 3.8k 34.28
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $129k 2.6k 49.95
CVS Caremark Corporation (CVS) 0.0 $128k 1.8k 71.82
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $126k 240.00 522.71
Casey's General Stores (CASY) 0.0 $125k 171.00 727.87
Crowdstrike Hldgs Cl A (CRWD) 0.0 $122k 313.00 390.41
United Parcel Svcs CL B (UPS) 0.0 $121k 1.2k 98.38
Knight-swift Transn Hldgs In Cl A (KNX) 0.0 $119k 2.1k 57.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $117k 1.6k 75.10
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $117k 4.0k 29.13
Marathon Petroleum Corp (MPC) 0.0 $114k 465.00 244.18
Astera Labs (ALAB) 0.0 $113k 1.0k 109.60
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $112k 4.6k 24.27
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $107k 1.0k 103.43
Oracle Corporation (ORCL) 0.0 $103k 702.00 147.11
Tesla Motors (TSLA) 0.0 $100k 270.00 371.75
Ecolab (ECL) 0.0 $100k 375.00 266.02
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $90k 1.5k 60.10
Corteva (CTVA) 0.0 $88k 1.0k 83.71
Manulife Finl Corp (MFC) 0.0 $85k 2.5k 34.44
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $80k 1.6k 49.69
Suncor Energy (SU) 0.0 $79k 1.2k 66.11
Invesco Db Us Dlr Index Tr Bearish Fd (UDN) 0.0 $77k 4.3k 18.00
Intercontinental Exchange (ICE) 0.0 $74k 470.00 157.28
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $73k 1.5k 49.37
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $69k 1.5k 47.53
Diageo Spon Adr New (DEO) 0.0 $67k 895.00 74.45
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $65k 1.2k 55.16
Darling International (DAR) 0.0 $62k 1.0k 61.85
Ishares Msci Japan Etf (EWJ) 0.0 $59k 700.00 84.44
Applied Materials (AMAT) 0.0 $56k 165.00 341.79
Shell Spon Ads (SHEL) 0.0 $56k 600.00 93.00
Ishares Tr Select Divid Etf (DVY) 0.0 $53k 350.00 151.41
Principal Financial (PFG) 0.0 $51k 570.00 90.11
PPG Industries (PPG) 0.0 $50k 469.00 106.88
Emerson Electric (EMR) 0.0 $50k 380.00 131.02
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $48k 1.9k 25.33
Invesco Currencyshares Euro Euro Shs (FXE) 0.0 $48k 450.00 106.69
Capital One Financial (COF) 0.0 $48k 262.00 182.43
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $48k 710.00 66.86
Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $46k 1.3k 35.52
Novartis Sponsored Adr (NVS) 0.0 $45k 292.00 152.75
Mp Materials Corp Com Cl A (MP) 0.0 $41k 850.00 48.26
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $40k 250.00 161.73
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $40k 909.00 44.45
Ge Aerospace Com New (GE) 0.0 $39k 139.00 283.78
Masco Corporation (MAS) 0.0 $39k 650.00 60.37
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $38k 883.00 43.13
Visa Com Cl A (V) 0.0 $38k 126.00 302.25
Cardinal Health (CAH) 0.0 $38k 180.00 211.31
Philip Morris International (PM) 0.0 $36k 218.00 165.34
FedEx Corporation (FDX) 0.0 $36k 100.00 356.18
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $36k 1.5k 23.22
Cloudflare Cl A Com (NET) 0.0 $35k 170.00 206.34
AmerisourceBergen (COR) 0.0 $35k 110.00 314.15
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $34k 1.4k 24.24
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $34k 236.00 144.71
Abbvie (ABBV) 0.0 $34k 156.00 217.49
Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $34k 1.4k 24.24
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $32k 500.00 63.94
Spdr Index Shs Fds State Street Spd (SPEM) 0.0 $32k 671.00 46.91
Comcast Corp Cl A (CMCSA) 0.0 $30k 1.1k 28.71
Arch Cap Group Ord (ACGL) 0.0 $30k 313.00 95.99
Ishares Tr Eafe Value Etf (EFV) 0.0 $30k 400.00 74.35
Dow (DOW) 0.0 $30k 711.00 41.65
Innventure (INV) 0.0 $29k 7.5k 3.91
Lam Research Corp Com New (LRCX) 0.0 $27k 128.00 213.66
Starbucks Corporation (SBUX) 0.0 $26k 295.00 89.59
Equity Residential Sh Ben Int (EQR) 0.0 $26k 442.00 59.15
Applovin Corp Com Cl A (APP) 0.0 $26k 65.00 398.00
On Hldg Namen Akt A (ONON) 0.0 $26k 755.00 34.02
Select Sector Spdr Tr State Street Mat (XLB) 0.0 $26k 510.00 49.97
Sandisk Corp (SNDK) 0.0 $25k 40.00 635.35
At&t (T) 0.0 $25k 872.00 28.99
EQT Corporation (EQT) 0.0 $25k 395.00 63.64
AvalonBay Communities (AVB) 0.0 $25k 150.00 163.35
Texas Pacific Land Corp (TPL) 0.0 $24k 51.00 474.57
Raytheon Technologies Corp (RTX) 0.0 $24k 123.00 192.90
Cisco Systems (CSCO) 0.0 $23k 300.00 77.59
Intel Corporation (INTC) 0.0 $22k 500.00 44.13
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $22k 248.00 88.65
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $21k 317.00 67.00
Robinhood Mkts Com Cl A (HOOD) 0.0 $21k 305.00 69.30
Lumentum Hldgs (LITE) 0.0 $21k 30.00 702.77
Booking Holdings (BKNG) 0.0 $21k 5.00 4210.40
SYSCO Corporation (SYY) 0.0 $21k 295.00 71.33
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $20k 140.00 145.79
Dell Technologies CL C (DELL) 0.0 $20k 120.00 164.13
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $19k 132.00 146.61
salesforce (CRM) 0.0 $19k 103.00 186.68
Kla Corp Com New (KLAC) 0.0 $19k 13.00 1472.46
Lennar Corp Cl A (LEN) 0.0 $19k 215.00 86.84
International Business Machines (IBM) 0.0 $18k 75.00 242.40
Marvell Technology (MRVL) 0.0 $18k 180.00 99.05
Xpo Logistics Inc equity (XPO) 0.0 $18k 90.00 194.56
Draftkings Com Cl A (DKNG) 0.0 $17k 800.00 21.62
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $17k 291.00 59.19
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $17k 300.00 56.79
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $16k 158.00 99.27
Ishares Tr Core Msci Intl (IDEV) 0.0 $16k 187.00 83.57
Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) 0.0 $15k 539.00 28.65
Dominion Resources (D) 0.0 $15k 245.00 61.82
Cadence Design Systems (CDNS) 0.0 $15k 54.00 277.87
Watsco, Incorporated (WSO) 0.0 $15k 40.00 363.80
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $15k 440.00 32.95
Eos Energy Enterprises Com Cl A (EOSE) 0.0 $14k 2.8k 4.96
Everpure Cl A (P) 0.0 $14k 235.00 59.04
Mongodb Cl A (MDB) 0.0 $14k 55.00 244.78
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $13k 107.00 125.47
Markel Corporation (MKL) 0.0 $13k 7.00 1914.14
Datadog Cl A Com (DDOG) 0.0 $13k 112.00 118.05
Cipher Mining (CIFR) 0.0 $13k 1.0k 12.87
Applied Optoelectronics (AAOI) 0.0 $13k 150.00 84.59
Ishares Msci Eurzone Etf (EZU) 0.0 $13k 200.00 62.64
Electronic Arts (EA) 0.0 $12k 60.00 203.88
Moody's Corporation (MCO) 0.0 $11k 25.00 436.28
Veeva Sys Cl A Com (VEEV) 0.0 $11k 60.00 175.67
Vulcan Materials Company (VMC) 0.0 $9.5k 35.00 272.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $9.2k 300.00 30.68
Critical Metals Corp Pubco Ord Shs (CRML) 0.0 $8.9k 1.1k 7.94
Bank of America Corporation (BAC) 0.0 $7.1k 145.00 48.75
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $6.7k 81.00 82.43
SLB Com Stk (SLB) 0.0 $6.4k 125.00 51.39
Post Holdings Inc Common (POST) 0.0 $5.7k 58.00 98.86
Colgate-Palmolive Company (CL) 0.0 $5.5k 64.00 85.23
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $5.3k 25.00 213.68
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $4.8k 25.00 191.92
UnitedHealth (UNH) 0.0 $4.3k 16.00 270.62
Select Sector Spdr Tr State Street Com (XLC) 0.0 $4.1k 37.00 110.86
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $3.9k 50.00 78.42
Rocket Cos Com Cl A (RKT) 0.0 $3.9k 275.00 14.25
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $3.9k 50.00 77.18
Arm Holdings Sponsored Ads (ARM) 0.0 $3.8k 25.00 151.28
Amgen (AMGN) 0.0 $3.5k 10.00 351.90
Southern Copper Corporation (SCCO) 0.0 $3.4k 20.00 172.10
Grayscale Ethereum Staking E SHS (ETHE) 0.0 $3.4k 200.00 17.07
Baker Hughes Company Cl A (BKR) 0.0 $3.4k 55.00 61.05
Ishares Tr Tips Bd Etf (TIP) 0.0 $3.1k 28.00 110.39
Target Corporation (TGT) 0.0 $3.0k 25.00 121.20
Compass Cl A (COMP) 0.0 $2.9k 400.00 7.31
Fidelity Covington Trust Msci Matls Index (FMAT) 0.0 $2.9k 50.00 57.64
Crown Castle Intl (CCI) 0.0 $2.8k 35.00 81.31
Symbotic Class A Com (SYM) 0.0 $2.7k 50.00 53.20
Shake Shack Cl A (SHAK) 0.0 $2.7k 30.00 88.50
Spdr Series Trust State Street Spd (JNK) 0.0 $2.5k 26.00 95.73
Public Storage (PSA) 0.0 $2.2k 8.00 271.00
Crispr Therapeutics Namen Akt (CRSP) 0.0 $1.9k 40.00 47.58
Versant Media Group Com Cl A (VSNT) 0.0 $1.6k 42.00 37.02
D.R. Horton (DHI) 0.0 $1.5k 11.00 137.27
United Sts Nat Gas Unit Par (UNG) 0.0 $1.5k 125.00 11.74
Nrg Energy Com New (NRG) 0.0 $1.5k 10.00 146.20
Kraneshares Trust Csi Chi Internet (KWEB) 0.0 $1.4k 50.00 28.44
Pepsi (PEP) 0.0 $1.1k 7.00 155.43
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $832.999500 15.00 55.53
Rocket Lab Corp (RKLB) 0.0 $643.000000 10.00 64.30
Ishares Tr Expanded Tech (IGV) 0.0 $641.000000 8.00 80.12
Grayscale Ethereum Staking Shs New (ETH) 0.0 $398.000000 20.00 19.90
Amkor Technology (AMKR) 0.0 $316.000300 7.00 45.14