Legacy Bridge

Legacy Bridge as of June 30, 2026

Portfolio Holdings for Legacy Bridge

Legacy Bridge holds 322 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ge Vernova (GEV) 4.1 $13M 11k 1174.86
Sterling Construction Company (STRL) 3.8 $12M 15k 839.36
NVIDIA Corporation (NVDA) 3.6 $12M 59k 200.09
Caterpillar (CAT) 2.5 $8.2M 7.7k 1064.90
Broadcom (AVGO) 2.4 $7.7M 20k 377.75
Micron Technology (MU) 2.3 $7.4M 6.4k 1154.29
Palantir Technologies Cl A (PLTR) 2.2 $7.1M 60k 116.67
Arista Networks Com Shs (ANET) 2.1 $6.7M 40k 169.88
Vertiv Holdings Com Cl A (VRT) 2.1 $6.7M 20k 334.82
Celestica (CLS) 2.0 $6.4M 18k 364.80
West Bancorporation Cap Stk (WTBA) 1.8 $6.0M 226k 26.53
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.7 $5.6M 12k 477.57
Nebius Group Shs Class A (NBIS) 1.6 $5.3M 19k 276.17
Advanced Micro Devices (AMD) 1.6 $5.3M 9.2k 580.91
Eli Lilly & Co. (LLY) 1.5 $4.8M 4.0k 1199.43
Amazon (AMZN) 1.4 $4.5M 19k 238.34
Wal-Mart Stores (WMT) 1.4 $4.4M 39k 113.26
Eaton Corp SHS (ETN) 1.3 $4.3M 10k 426.12
Asml Hldg Nv N Y Registry Shs (ASML) 1.3 $4.2M 2.1k 1989.44
Credo Technology Group Holdi Ordinary Shares (CRDO) 1.3 $4.1M 15k 271.95
Palo Alto Networks (PANW) 1.2 $3.8M 11k 341.02
Western Digital (WDC) 1.2 $3.8M 5.9k 638.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $3.8M 7.6k 500.39
Alphabet Cap Stk Cl C (GOOG) 1.2 $3.8M 11k 353.33
Johnson Controls Internation SHS (JCI) 1.1 $3.4M 23k 146.11
Microsoft Corporation (MSFT) 1.1 $3.4M 9.1k 373.02
Ishares Tr Core S&p500 Etf (IVV) 1.0 $3.3M 4.4k 748.89
JPMorgan Chase & Co. (JPM) 1.0 $3.2M 9.7k 327.33
Parker-Hannifin Corporation (PH) 1.0 $3.1M 3.2k 978.12
Hewlett Packard Enterprise (HPE) 1.0 $3.1M 69k 45.11
Ishares Tr Rus 2000 Grw Etf (IWO) 0.9 $3.1M 7.8k 393.97
Teradyne (TER) 0.9 $3.0M 6.3k 483.84
Ishares Core Msci Emkt (IEMG) 0.9 $2.9M 34k 82.84
Seagate Technology Hldngs Pl Ord Shs (STX) 0.9 $2.8M 3.0k 965.00
Quanta Services (PWR) 0.9 $2.8M 3.9k 720.04
Bank of New York Mellon Corporation (BNY) 0.8 $2.7M 19k 144.61
Ishares Tr Russell 2000 Etf (IWM) 0.8 $2.7M 9.1k 300.45
Apple (AAPL) 0.8 $2.7M 9.4k 289.36
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $2.6M 36k 71.25
Costco Wholesale Corporation (COST) 0.8 $2.6M 2.8k 935.47
Deere & Company (DE) 0.8 $2.6M 4.0k 634.33
Valero Energy Corporation (VLO) 0.7 $2.4M 9.3k 260.44
Williams-Sonoma (WSM) 0.7 $2.4M 10k 233.10
Principal Exchange Traded Spectrum Pfd (PREF) 0.7 $2.3M 123k 19.06
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $2.2M 26k 85.49
Oklo Com Cl A (OKLO) 0.7 $2.1M 41k 52.33
Ishares Tr Core Msci Total (IXUS) 0.6 $2.1M 22k 95.44
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $2.1M 19k 110.32
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $2.1M 9.3k 221.20
Home Depot (HD) 0.6 $2.0M 5.7k 352.68
ESCO Technologies (ESE) 0.6 $2.0M 5.7k 350.04
Freeport Mcmoran CL B (FCX) 0.6 $2.0M 31k 62.89
Exxon Mobil Corporation (XOM) 0.6 $1.9M 14k 136.72
Axon Enterprise (AXON) 0.6 $1.9M 3.5k 560.61
Centrus Energy Corp Cl A (LEU) 0.6 $1.9M 11k 167.87
Nxp Semiconductors N V (NXPI) 0.6 $1.9M 6.8k 281.03
Morgan Stanley Com New (MS) 0.6 $1.8M 8.8k 209.04
Citigroup Com New (C) 0.6 $1.8M 13k 139.96
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $1.8M 11k 164.60
Equinix (EQIX) 0.6 $1.8M 1.7k 1042.39
Qualcomm (QCOM) 0.6 $1.8M 9.7k 184.79
Lowe's Companies (LOW) 0.5 $1.8M 8.0k 220.49
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $1.8M 48k 36.87
Spdr Series Trust St Str Sp Biot (XBI) 0.5 $1.7M 11k 158.25
Fifth Third Ban (FITB) 0.5 $1.7M 30k 56.37
Digital Realty Trust (DLR) 0.5 $1.7M 9.4k 179.58
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.6M 16k 103.88
Powell Industries (POWL) 0.5 $1.6M 5.7k 286.36
Nextpower Class A Com (NXT) 0.5 $1.6M 14k 119.14
Intuitive Surgical Com New (ISRG) 0.5 $1.6M 4.0k 397.68
National Fuel Gas (NFG) 0.5 $1.5M 19k 77.21
Nasdaq Omx (NDAQ) 0.4 $1.4M 18k 78.82
Chevron Corporation (CVX) 0.4 $1.4M 8.6k 165.76
Blackrock (BLK) 0.4 $1.4M 1.5k 961.56
Rocket Lab Corp (RKLB) 0.4 $1.4M 14k 101.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.4M 23k 59.69
Meta Platforms Cl A (META) 0.4 $1.3M 2.4k 563.29
Snowflake Com Shs (SNOW) 0.4 $1.3M 5.2k 254.50
Vistra Energy (VST) 0.4 $1.3M 8.3k 158.63
Insight Enterprises (NSIT) 0.4 $1.3M 10k 121.80
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.4 $1.2M 9.9k 121.42
Bwx Technologies (BWXT) 0.4 $1.2M 6.0k 194.65
Cameco Corporation (CCJ) 0.4 $1.2M 12k 101.86
Global X Fds Gb Msci Ar Etf (ARGT) 0.4 $1.1M 13k 91.30
Nextera Energy (NEE) 0.3 $1.1M 13k 87.77
Rio Tinto Sponsored Adr (RIO) 0.3 $1.1M 12k 94.93
Ishares Msci Mexico Etf (EWW) 0.3 $1.1M 14k 75.27
MercadoLibre (MELI) 0.3 $1.1M 635.00 1697.39
Goldman Sachs (GS) 0.3 $1.1M 1.1k 1011.37
Thermo Fisher Scientific (TMO) 0.3 $1.1M 2.1k 501.36
Caretrust Reit (CTRE) 0.3 $1.1M 26k 40.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $995k 1.4k 686.81
Danaher Corporation (DHR) 0.3 $974k 5.1k 190.48
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $958k 35k 27.70
Alphabet Cap Stk Cl A (GOOGL) 0.3 $948k 2.7k 357.37
Nu Hldgs Ord Shs Cl A (NU) 0.3 $941k 70k 13.36
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $925k 6.3k 146.41
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $909k 12k 77.11
Metropcs Communications (TMUS) 0.3 $870k 5.2k 167.73
Union Pacific Corporation (UNP) 0.3 $862k 3.2k 272.00
Stryker Corporation (SYK) 0.3 $847k 2.7k 314.84
Tractor Supply Company (TSCO) 0.3 $846k 27k 31.61
TJX Companies (TJX) 0.3 $822k 5.4k 151.50
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $819k 23k 36.13
Ionq Inc Pipe (IONQ) 0.2 $799k 15k 53.26
Jacobs Engineering Group (J) 0.2 $789k 6.3k 126.00
Pfizer (PFE) 0.2 $770k 32k 24.08
Tempus Ai Cl A (TEM) 0.2 $768k 13k 57.93
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $737k 12k 64.01
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $666k 12k 56.48
AeroVironment (AVAV) 0.2 $643k 3.9k 165.07
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $596k 4.3k 137.53
Procter & Gamble Company (PG) 0.2 $592k 4.0k 146.64
H&R Block (HRB) 0.2 $581k 15k 38.08
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $575k 770.00 747.09
Servicenow (NOW) 0.2 $549k 5.5k 99.28
Mondelez Intl Cl A (MDLZ) 0.2 $531k 9.2k 57.84
Wells Fargo & Company (WFC) 0.2 $518k 6.3k 82.64
Astera Labs (ALAB) 0.2 $498k 1.0k 483.02
ConocoPhillips (COP) 0.2 $492k 4.7k 103.96
Northern Trust Corporation (NTRS) 0.1 $469k 2.7k 173.84
Toyota Motor Corp Ads (TM) 0.1 $455k 2.7k 168.42
Ab Active Etfs Intl Low Volatlt (ILOW) 0.1 $444k 9.8k 45.46
Cme (CME) 0.1 $441k 2.0k 220.83
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $436k 8.3k 52.41
McDonald's Corporation (MCD) 0.1 $427k 1.6k 270.31
Boston Scientific Corporation (BSX) 0.1 $414k 9.7k 42.68
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $373k 3.0k 124.17
Canadian Pacific Kansas City (CP) 0.1 $367k 4.2k 86.65
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.1 $332k 6.6k 50.39
Workiva Com Cl A (WK) 0.1 $323k 6.7k 48.51
Ishares Gold Tr Ishares New (IAU) 0.1 $314k 4.2k 75.51
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $313k 3.9k 80.57
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $311k 8.1k 38.23
Carrier Global Corporation (CARR) 0.1 $311k 4.2k 73.35
Navitas Semiconductor Corp-a (NVTS) 0.1 $303k 17k 17.92
Cambria Etf Tr Global Value Etf (GVAL) 0.1 $298k 8.3k 36.02
Mastercard Incorporated Cl A (MA) 0.1 $290k 565.00 513.60
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $285k 1.4k 197.60
Workday Cl A (WDAY) 0.1 $282k 2.3k 122.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $280k 380.00 736.46
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $278k 1.9k 148.31
Lockheed Martin Corporation (LMT) 0.1 $274k 537.00 509.46
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $266k 2.3k 117.50
Abbott Laboratories (ABT) 0.1 $253k 2.8k 90.74
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $248k 8.4k 29.43
Constellation Brands Cl A (STZ) 0.1 $239k 1.7k 139.09
Crowdstrike Hldgs Cl A (CRWD) 0.1 $239k 313.00 763.14
Qorvo (QRVO) 0.1 $238k 2.5k 93.27
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $225k 2.1k 106.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $222k 600.00 370.04
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $221k 6.3k 34.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $221k 908.00 242.99
American Express Company (AXP) 0.1 $217k 640.00 338.25
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $201k 656.00 306.30
Southern Company (SO) 0.1 $201k 2.1k 95.71
Biogen Idec (BIIB) 0.1 $190k 880.00 216.06
Netflix (NFLX) 0.1 $190k 2.7k 71.40
Ishares Tr Msci Uk Etf New (EWU) 0.1 $185k 4.0k 46.14
CVS Caremark Corporation (CVS) 0.1 $184k 1.8k 103.45
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $184k 502.00 365.70
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $175k 1.2k 147.73
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.1 $173k 5.2k 33.19
Iren Ordinary Shares (IREN) 0.1 $173k 3.8k 45.73
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $165k 728.00 227.06
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $164k 750.00 219.21
Vanguard Index Fds Growth Etf (VUG) 0.1 $162k 1.9k 86.14
Knight-swift Transn Hldgs In Cl A (KNX) 0.0 $161k 2.1k 77.87
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $153k 340.00 450.98
Prudential Financial (PRU) 0.0 $151k 1.4k 107.93
Vanguard Index Fds Value Etf (VTV) 0.0 $146k 671.00 217.93
Hyliion Holdings Corp Common Stock (HYLN) 0.0 $140k 27k 5.21
Casey's General Stores (CASY) 0.0 $136k 171.00 794.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $135k 4.0k 33.84
United Parcel Svcs CL B (UPS) 0.0 $132k 1.2k 107.50
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $130k 2.6k 50.23
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $130k 1.6k 83.75
Marathon Petroleum Corp (MPC) 0.0 $119k 465.00 255.67
Tesla Motors (TSLA) 0.0 $114k 270.00 420.60
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $111k 4.6k 24.14
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $105k 1.0k 102.16
Ecolab (ECL) 0.0 $105k 375.00 278.61
Oracle Corporation (ORCL) 0.0 $103k 705.00 146.55
Dell Technologies CL C (DELL) 0.0 $101k 233.00 431.46
Manulife Finl Corp (MFC) 0.0 $100k 2.5k 40.51
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $97k 1.5k 64.71
Sandisk Corp (SNDK) 0.0 $91k 40.00 2273.75
Corteva (CTVA) 0.0 $89k 1.0k 84.69
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $86k 1.6k 53.79
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.0 $80k 1.5k 53.61
Ishares Msci Japan Etf (EWJ) 0.0 $79k 850.00 93.27
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $78k 1.5k 54.03
Invesco Db Us Dlr Index Tr Bearish Fd (UDN) 0.0 $76k 4.3k 17.86
Applied Materials (AMAT) 0.0 $74k 102.00 723.00
Diageo Spon Adr New (DEO) 0.0 $72k 895.00 80.38
Intel Corporation (INTC) 0.0 $70k 500.00 139.63
Suncor Energy (SU) 0.0 $64k 1.2k 53.68
Principal Financial (PFG) 0.0 $61k 570.00 107.78
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $58k 1.2k 49.28
Intercontinental Exchange (ICE) 0.0 $58k 470.00 123.11
Lam Research Corp Com New (LRCX) 0.0 $56k 128.00 433.34
Ishares Tr Select Divid Etf (DVY) 0.0 $55k 350.00 156.30
Darling International (DAR) 0.0 $55k 1.0k 54.62
Emerson Electric (EMR) 0.0 $54k 380.00 143.15
Marvell Technology (MRVL) 0.0 $54k 180.00 297.89
Masco Corporation (MAS) 0.0 $53k 650.00 81.37
Capital One Financial (COF) 0.0 $53k 262.00 200.62
Roundhill Etf Trust Memory Etf 0.0 $52k 705.00 73.85
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $49k 710.00 69.08
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $48k 1.9k 25.25
Mp Materials Corp Com Cl A (MP) 0.0 $48k 850.00 56.01
Invesco Currencyshares Euro Euro Shs (FXE) 0.0 $47k 450.00 105.44
Shell Spon Ads (SHEL) 0.0 $47k 600.00 77.54
Novartis Sponsored Adr (NVS) 0.0 $46k 292.00 156.72
Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $44k 1.3k 33.75
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $43k 230.00 185.23
PPG Industries (PPG) 0.0 $43k 350.00 121.29
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $42k 236.00 178.60
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $41k 909.00 44.85
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $40k 883.00 45.70
Kla Corp Com New (KLAC) 0.0 $39k 130.00 301.72
Innventure (INV) 0.0 $38k 7.5k 5.07
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $35k 1.5k 23.13
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.0 $35k 671.00 51.78
Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $34k 1.4k 24.23
Applovin Corp Com Cl A (APP) 0.0 $34k 65.00 515.23
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $33k 1.4k 24.22
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $33k 500.00 65.73
Cardinal Health (CAH) 0.0 $32k 135.00 237.56
FedEx Corporation (FDX) 0.0 $31k 100.00 313.13
AmerisourceBergen (COR) 0.0 $31k 110.00 282.98
Ishares Tr Eafe Value Etf (EFV) 0.0 $31k 400.00 76.55
Robinhood Mkts Com Cl A (HOOD) 0.0 $31k 305.00 100.28
Arch Cap Group Ord (ACGL) 0.0 $30k 313.00 97.06
Starbucks Corporation (SBUX) 0.0 $30k 295.00 102.19
Equity Residential Sh Ben Int (EQR) 0.0 $30k 442.00 67.93
Datadog Cl A Com (DDOG) 0.0 $29k 112.00 260.37
Texas Pacific Land Corp (TPL) 0.0 $29k 66.00 437.65
On Hldg Namen Akt A (ONON) 0.0 $29k 805.00 35.42
AvalonBay Communities (AVB) 0.0 $28k 150.00 188.69
Select Sector Spdr Tr St Str Mater Etf (XLB) 0.0 $26k 510.00 50.83
Comcast Corp Cl A (CMCSA) 0.0 $26k 1.1k 24.55
Lumentum Hldgs (LITE) 0.0 $26k 30.00 858.07
Cipher Mining (CIFR) 0.0 $25k 1.0k 24.50
SYSCO Corporation (SYY) 0.0 $25k 295.00 83.58
Smith & Wesson Brands (SWBI) 0.0 $25k 1.6k 15.04
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $24k 248.00 96.37
Applied Optoelectronics (AAOI) 0.0 $22k 150.00 148.16
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $22k 140.00 154.29
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $21k 317.00 66.60
EQT Corporation (EQT) 0.0 $21k 395.00 53.17
Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $21k 132.00 158.67
At&t (T) 0.0 $21k 1.0k 20.70
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $21k 300.00 68.41
Cadence Design Systems (CDNS) 0.0 $20k 54.00 375.33
Draftkings Com Cl A (DKNG) 0.0 $20k 800.00 25.26
Lennar Corp Cl A (LEN) 0.0 $20k 215.00 90.49
Dow (DOW) 0.0 $20k 711.00 27.36
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $19k 291.00 66.45
Everpure Cl A (P) 0.0 $19k 235.00 78.79
Xpo Logistics Inc equity (XPO) 0.0 $19k 90.00 205.30
Mongodb Cl A (MDB) 0.0 $19k 55.00 335.91
Dominion Resources (D) 0.0 $17k 245.00 68.29
Watsco, Incorporated (WSO) 0.0 $17k 40.00 416.75
Ishares Tr Core Msci Intl (IDEV) 0.0 $17k 187.00 89.01
Eos Energy Enterprises Com Cl A (EOSE) 0.0 $17k 2.8k 5.88
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $16k 440.00 36.26
Willis Towers Watson SHS (WTW) 0.0 $16k 60.00 261.38
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $16k 158.00 98.98
Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) 0.0 $15k 539.00 27.95
Ishares Msci Eurzone Etf (EZU) 0.0 $15k 215.00 69.50
Markel Corporation (MKL) 0.0 $14k 7.00 1953.14
Sturm, Ruger & Company (RGR) 0.0 $13k 350.00 37.85
Electronic Arts (EA) 0.0 $12k 60.00 205.05
Moody's Corporation (MCO) 0.0 $11k 25.00 452.92
Sofi Technologies (SOFI) 0.0 $11k 600.00 17.93
Vulcan Materials Company (VMC) 0.0 $10k 35.00 295.03
Critical Metals Corp Pubco Ord Shs (CRML) 0.0 $10k 1.0k 10.25
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $9.6k 100.00 95.98
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $9.5k 300.00 31.71
Arm Holdings Sponsored Ads (ARM) 0.0 $8.9k 25.00 354.60
Bank of America Corporation (BAC) 0.0 $8.3k 145.00 56.99
Fedex Fght Hldg Common Stock (FDXF) 0.0 $7.6k 50.00 151.00
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $7.2k 81.00 88.54
UnitedHealth (UNH) 0.0 $6.7k 16.00 415.69
Abbvie (ABBV) 0.0 $6.5k 26.00 251.65
Warner Bros Discovery Com Ser A (WBD) 0.0 $6.4k 241.00 26.66
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $6.1k 25.00 242.44
Colgate-Palmolive Company (CL) 0.0 $5.9k 64.00 91.69
SLB Com Stk (SLB) 0.0 $5.8k 125.00 46.50
Nlight (LASR) 0.0 $5.6k 80.00 69.62
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $5.3k 25.00 212.80
Post Holdings Inc Common (POST) 0.0 $5.1k 58.00 88.28
Compass Cl A (COMP) 0.0 $4.9k 400.00 12.33
Cloudflare Cl A Com (NET) 0.0 $4.9k 20.00 245.30
American Outdoor (AOUT) 0.0 $4.8k 407.00 11.74
Rocket Cos Com Cl A (RKT) 0.0 $4.3k 275.00 15.75
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $4.0k 37.00 107.14
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $3.9k 50.00 77.92
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $3.8k 50.00 76.70
Amgen (AMGN) 0.0 $3.6k 10.00 362.20
Southern Copper Corporation (SCCO) 0.0 $3.5k 20.00 174.30
Target Corporation (TGT) 0.0 $3.3k 25.00 130.64
Ishares Tr Tips Bd Etf (TIP) 0.0 $3.1k 28.00 109.46
Baker Hughes Company Cl A (BKR) 0.0 $3.1k 55.00 55.51
Fidelity Covington Trust Msci Matls Index (FMAT) 0.0 $2.9k 50.00 58.52
Crown Castle Intl (CCI) 0.0 $2.7k 35.00 75.74
Grayscale Ethereum Staking E SHS (ETHE) 0.0 $2.6k 200.00 12.76
Public Storage (PSA) 0.0 $2.5k 8.00 318.38
Symbotic Class A Com (SYM) 0.0 $2.2k 50.00 44.96
Crispr Therapeutics Namen Akt (CRSP) 0.0 $2.2k 40.00 54.55
D.R. Horton (DHI) 0.0 $1.8k 11.00 162.91
Shake Shack Cl A (SHAK) 0.0 $1.7k 30.00 56.03
Versant Media Group Com Cl A (VSNT) 0.0 $1.5k 42.00 36.02
United Sts Nat Gas Unit Par (UNG) 0.0 $1.5k 125.00 11.72
Nrg Energy Com New (NRG) 0.0 $1.5k 10.00 146.10
Kraneshares Trust Csi Chi Internet (KWEB) 0.0 $1.2k 50.00 24.48
Pepsi (PEP) 0.0 $948.000200 7.00 135.43
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $922.000500 15.00 61.47
Ishares Tr Expanded Tech (IGV) 0.0 $725.000000 8.00 90.62
Amkor Technology (AMKR) 0.0 $603.999900 7.00 86.29
Grayscale Ethereum Staking Shs New (ETH) 0.0 $301.000000 20.00 15.05