Legacy Capital Group California as of June 30, 2025
Portfolio Holdings for Legacy Capital Group California
Legacy Capital Group California holds 327 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 |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.2 | $26M | 126k | 205.17 | |
| NVIDIA Corporation (NVDA) | 4.6 | $17M | 105k | 157.99 | |
| Rubrik Cl A (RBRK) | 4.5 | $16M | 181k | 89.59 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 4.4 | $16M | 316k | 50.68 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 2.2 | $8.0M | 88k | 91.73 | |
| Microsoft Corporation (MSFT) | 1.6 | $5.7M | 12k | 497.42 | |
| Spdr Series Trust Portfolio S&p500 (SPLG) | 1.5 | $5.5M | 75k | 72.69 | |
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 1.5 | $5.4M | 73k | 74.89 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.3 | $4.7M | 93k | 50.75 | |
| Pimco Etf Tr Multisector Bd (PYLD) | 1.3 | $4.6M | 172k | 26.54 | |
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 1.3 | $4.5M | 47k | 95.83 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $4.3M | 15k | 289.91 | |
| Fs Kkr Capital Corp (FSK) | 1.1 | $4.1M | 199k | 20.75 | |
| Victory Portfolios Ii Shares Free Cash (VFLO) | 1.1 | $3.9M | 111k | 35.35 | |
| International Business Machines (IBM) | 1.0 | $3.6M | 12k | 294.78 | |
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.9 | $3.1M | 62k | 50.34 | |
| Constellation Energy (CEG) | 0.8 | $3.0M | 9.4k | 322.76 | |
| Spotify Technology S A SHS (SPOT) | 0.8 | $3.0M | 3.9k | 767.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $3.0M | 17k | 176.23 | |
| Walt Disney Company (DIS) | 0.8 | $2.9M | 23k | 124.01 | |
| Ea Series Trust Astoria Us Equal (ROE) | 0.8 | $2.8M | 88k | 32.21 | |
| Goldman Sachs (GS) | 0.7 | $2.7M | 3.8k | 707.75 | |
| Amazon (AMZN) | 0.7 | $2.5M | 11k | 219.39 | |
| Oklo Com Cl A (OKLO) | 0.6 | $2.2M | 39k | 55.99 | |
| Axon Enterprise (AXON) | 0.6 | $2.2M | 2.6k | 827.94 | |
| Citigroup Com New (C) | 0.6 | $2.1M | 25k | 85.12 | |
| Johnson & Johnson (JNJ) | 0.6 | $2.1M | 14k | 152.75 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.6 | $2.0M | 22k | 93.63 | |
| Meta Platforms Cl A (META) | 0.5 | $2.0M | 2.7k | 737.95 | |
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $1.9M | 7.6k | 253.21 | |
| Bank of America Corporation (BAC) | 0.5 | $1.9M | 40k | 47.32 | |
| Capital One Financial (COF) | 0.5 | $1.8M | 8.6k | 212.76 | |
| Merck & Co (MRK) | 0.5 | $1.8M | 23k | 79.16 | |
| Digital Turbine Com New (APPS) | 0.5 | $1.8M | 306k | 5.90 | |
| Angel Oak Funds Trust Income Etf (CARY) | 0.5 | $1.8M | 86k | 20.80 | |
| Celsius Hldgs Com New (CELH) | 0.5 | $1.7M | 37k | 46.39 | |
| Qualcomm (QCOM) | 0.5 | $1.7M | 11k | 159.26 | |
| Netflix (NFLX) | 0.5 | $1.7M | 1.2k | 1339.13 | |
| Quanta Services (PWR) | 0.4 | $1.6M | 4.3k | 378.08 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.6M | 3.1k | 509.31 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.6M | 3.2k | 485.73 | |
| Wal-Mart Stores (WMT) | 0.4 | $1.6M | 16k | 97.78 | |
| Carvana Cl A (CVNA) | 0.4 | $1.5M | 4.5k | 336.96 | |
| Ge Aerospace Com New (GE) | 0.4 | $1.5M | 5.9k | 257.39 | |
| Allstate Corporation (ALL) | 0.4 | $1.5M | 7.5k | 201.31 | |
| Oracle Corporation (ORCL) | 0.4 | $1.5M | 6.8k | 218.62 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.5M | 8.4k | 177.38 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $1.5M | 13k | 115.35 | |
| Tenet Healthcare Corp Com New (THC) | 0.4 | $1.5M | 8.3k | 176.00 | |
| Boeing Company (BA) | 0.4 | $1.5M | 6.9k | 209.53 | |
| Howmet Aerospace (HWM) | 0.4 | $1.5M | 7.8k | 186.13 | |
| Uber Technologies (UBER) | 0.4 | $1.4M | 15k | 93.30 | |
| Monster Beverage Corp (MNST) | 0.4 | $1.4M | 22k | 62.64 | |
| Chewy Cl A (CHWY) | 0.4 | $1.4M | 32k | 42.62 | |
| Corning Incorporated (GLW) | 0.4 | $1.4M | 26k | 52.59 | |
| Upstart Hldgs (UPST) | 0.4 | $1.3M | 21k | 64.68 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $1.3M | 5.9k | 226.50 | |
| Unilever Spon Adr New (UL) | 0.4 | $1.3M | 22k | 61.17 | |
| Palomar Hldgs (PLMR) | 0.4 | $1.3M | 8.6k | 154.25 | |
| Grand Canyon Education (LOPE) | 0.4 | $1.3M | 7.0k | 189.00 | |
| Newmont Mining Corporation (NEM) | 0.4 | $1.3M | 23k | 58.26 | |
| Motorola Solutions Com New (MSI) | 0.4 | $1.3M | 3.1k | 420.46 | |
| Dutch Bros Cl A (BROS) | 0.4 | $1.3M | 19k | 68.37 | |
| Ubs Group SHS (UBS) | 0.4 | $1.3M | 39k | 33.82 | |
| Ishares Msci Eurzone Etf (EZU) | 0.4 | $1.3M | 22k | 59.45 | |
| Root Cl A New (ROOT) | 0.4 | $1.3M | 10k | 127.97 | |
| Bristol Myers Squibb (BMY) | 0.4 | $1.3M | 28k | 46.29 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $1.3M | 8.8k | 144.33 | |
| Lam Research Corp Com New (LRCX) | 0.3 | $1.3M | 13k | 97.34 | |
| Tapestry (TPR) | 0.3 | $1.3M | 14k | 87.81 | |
| Medtronic SHS (MDT) | 0.3 | $1.2M | 14k | 87.17 | |
| T Rowe Price Etf Small Mid Cap (TMSL) | 0.3 | $1.2M | 37k | 32.80 | |
| Duolingo Cl A Com (DUOL) | 0.3 | $1.2M | 2.9k | 410.02 | |
| Jabil Circuit (JBL) | 0.3 | $1.2M | 5.5k | 218.10 | |
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.3 | $1.2M | 46k | 25.73 | |
| Ishares Msci Germany Etf (EWG) | 0.3 | $1.2M | 28k | 42.31 | |
| General Dynamics Corporation (GD) | 0.3 | $1.2M | 4.0k | 291.66 | |
| Intuit (INTU) | 0.3 | $1.2M | 1.5k | 787.50 | |
| Ishares Msci Italy Etf (EWI) | 0.3 | $1.1M | 24k | 48.14 | |
| Hf Sinclair Corp (DINO) | 0.3 | $1.1M | 28k | 41.08 | |
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.3 | $1.1M | 42k | 26.74 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $1.1M | 21k | 53.29 | |
| Broadcom (AVGO) | 0.3 | $1.1M | 4.0k | 275.65 | |
| Cisco Systems (CSCO) | 0.3 | $1.1M | 15k | 69.38 | |
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $1.1M | 20k | 52.37 | |
| AFLAC Incorporated (AFL) | 0.3 | $1.1M | 10k | 105.46 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.1M | 12k | 89.39 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $1.0M | 7.1k | 146.02 | |
| Air Products & Chemicals (APD) | 0.3 | $1.0M | 3.7k | 282.06 | |
| Ishares Msci Singpor Etf (EWS) | 0.3 | $1.0M | 40k | 25.98 | |
| CBOE Holdings (CBOE) | 0.3 | $1.0M | 4.4k | 233.21 | |
| Nortonlifelock (GEN) | 0.3 | $1.0M | 35k | 29.40 | |
| CVS Caremark Corporation (CVS) | 0.3 | $1.0M | 15k | 68.98 | |
| Ishares Tr Msci Uk Etf New (EWU) | 0.3 | $1.0M | 26k | 39.72 | |
| Ishares Msci Sweden Etf (EWD) | 0.3 | $1.0M | 22k | 45.74 | |
| Te Connectivity Ord Shs (TEL) | 0.3 | $991k | 5.9k | 168.67 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $988k | 21k | 48.24 | |
| Caterpillar (CAT) | 0.3 | $970k | 2.5k | 388.21 | |
| Nrg Energy Com New (NRG) | 0.3 | $970k | 6.0k | 160.58 | |
| Advanced Micro Devices (AMD) | 0.3 | $937k | 6.6k | 141.90 | |
| Arista Networks Com Shs (ANET) | 0.3 | $920k | 9.0k | 102.31 | |
| Barclays Adr (BCS) | 0.3 | $916k | 49k | 18.59 | |
| Eaton Corp SHS (ETN) | 0.3 | $914k | 2.6k | 356.99 | |
| Archer Daniels Midland Company (ADM) | 0.3 | $904k | 17k | 52.78 | |
| salesforce (CRM) | 0.2 | $900k | 3.3k | 272.69 | |
| Amgen (AMGN) | 0.2 | $888k | 3.2k | 279.21 | |
| Cummins (CMI) | 0.2 | $880k | 2.7k | 327.50 | |
| Cintas Corporation (CTAS) | 0.2 | $880k | 3.9k | 222.87 | |
| Metropcs Communications (TMUS) | 0.2 | $873k | 3.7k | 238.26 | |
| Ameriprise Financial (AMP) | 0.2 | $867k | 1.6k | 533.73 | |
| Chevron Corporation (CVX) | 0.2 | $861k | 6.0k | 143.20 | |
| Deere & Company (DE) | 0.2 | $848k | 1.7k | 508.49 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $829k | 2.1k | 386.88 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $823k | 4.2k | 195.44 | |
| Hewlett Packard Enterprise (HPE) | 0.2 | $816k | 40k | 20.45 | |
| Hilton Worldwide Holdings (HLT) | 0.2 | $814k | 3.1k | 266.34 | |
| Abbott Laboratories (ABT) | 0.2 | $811k | 6.0k | 136.01 | |
| Cameco Corporation (CCJ) | 0.2 | $806k | 11k | 74.23 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $804k | 1.0k | 801.39 | |
| Norfolk Southern (NSC) | 0.2 | $789k | 3.1k | 255.97 | |
| Zoetis Cl A (ZTS) | 0.2 | $785k | 5.0k | 155.95 | |
| Whirlpool Corporation (WHR) | 0.2 | $775k | 7.6k | 101.42 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $766k | 11k | 69.02 | |
| Synchrony Financial (SYF) | 0.2 | $764k | 12k | 66.74 | |
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $740k | 6.8k | 108.54 | |
| Digital Realty Trust (DLR) | 0.2 | $724k | 4.2k | 174.33 | |
| Tesla Motors (TSLA) | 0.2 | $722k | 2.3k | 317.66 | |
| Costco Wholesale Corporation (COST) | 0.2 | $716k | 723.00 | 990.28 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.2 | $714k | 7.3k | 98.38 | |
| Morgan Stanley Com New (MS) | 0.2 | $712k | 5.1k | 140.86 | |
| Prudential Financial (PRU) | 0.2 | $709k | 6.6k | 107.44 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $704k | 2.3k | 304.85 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $703k | 11k | 61.39 | |
| Labcorp Holdings Com Shs (LH) | 0.2 | $689k | 2.6k | 262.46 | |
| Verizon Communications (VZ) | 0.2 | $689k | 16k | 43.27 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $683k | 11k | 60.79 | |
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $675k | 4.6k | 147.52 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $675k | 1.2k | 561.94 | |
| Danaher Corporation (DHR) | 0.2 | $668k | 3.4k | 197.54 | |
| Comerica Incorporated (CMA) | 0.2 | $667k | 11k | 59.65 | |
| Rbc Cad (RY) | 0.2 | $656k | 5.0k | 131.55 | |
| Corpay Com Shs (CPAY) | 0.2 | $655k | 2.0k | 331.82 | |
| Nutrien (NTR) | 0.2 | $653k | 11k | 58.24 | |
| Waste Management (WM) | 0.2 | $652k | 2.8k | 228.82 | |
| Citizens Financial (CFG) | 0.2 | $650k | 15k | 44.75 | |
| Gilead Sciences (GILD) | 0.2 | $646k | 5.8k | 110.86 | |
| American Express Company (AXP) | 0.2 | $646k | 2.0k | 318.98 | |
| Cardinal Health (CAH) | 0.2 | $641k | 3.8k | 168.00 | |
| CMS Energy Corporation (CMS) | 0.2 | $640k | 9.2k | 69.28 | |
| Molson Coors Beverage CL B (TAP) | 0.2 | $639k | 13k | 48.09 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $635k | 2.1k | 303.97 | |
| Truist Financial Corp equities (TFC) | 0.2 | $635k | 15k | 42.99 | |
| C H Robinson Worldwide Com New (CHRW) | 0.2 | $627k | 6.5k | 95.95 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $615k | 4.5k | 136.32 | |
| Stryker Corporation (SYK) | 0.2 | $608k | 1.5k | 395.63 | |
| Key (KEY) | 0.2 | $600k | 34k | 17.42 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.2 | $598k | 14k | 41.59 | |
| Hormel Foods Corporation (HRL) | 0.2 | $596k | 20k | 30.25 | |
| Us Bancorp Del Com New (USB) | 0.2 | $596k | 13k | 45.25 | |
| Fresh Del Monte Produce Ord (FDP) | 0.2 | $593k | 18k | 32.42 | |
| Pfizer (PFE) | 0.2 | $591k | 24k | 24.24 | |
| Investment Managers Ser Tr I Alternative Acce (AAA) | 0.2 | $580k | 23k | 24.96 | |
| Bj's Wholesale Club Holdings (BJ) | 0.2 | $577k | 5.3k | 107.83 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $572k | 6.3k | 91.11 | |
| Virtu Finl Cl A (VIRT) | 0.2 | $569k | 13k | 44.79 | |
| Manpower (MAN) | 0.2 | $557k | 14k | 40.40 | |
| Waste Connections (WCN) | 0.2 | $550k | 2.9k | 186.72 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $547k | 5.1k | 107.80 | |
| Us Foods Hldg Corp call (USFD) | 0.2 | $542k | 7.0k | 77.01 | |
| Kulicke and Soffa Industries (KLIC) | 0.1 | $536k | 16k | 34.60 | |
| Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $534k | 15k | 36.76 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $532k | 1.1k | 463.14 | |
| Nexgen Energy (NXE) | 0.1 | $531k | 77k | 6.94 | |
| Ishares Tr Msci Peru And Gl (EPU) | 0.1 | $531k | 11k | 48.59 | |
| International Paper Company (IP) | 0.1 | $528k | 11k | 46.83 | |
| Meritage Homes Corporation (MTH) | 0.1 | $523k | 7.8k | 66.97 | |
| Starbucks Corporation (SBUX) | 0.1 | $519k | 5.7k | 91.63 | |
| Omni (OMC) | 0.1 | $518k | 7.2k | 71.94 | |
| Kroger (KR) | 0.1 | $518k | 7.2k | 71.73 | |
| Alexandria Real Estate Equities (ARE) | 0.1 | $518k | 7.1k | 72.63 | |
| PPG Industries (PPG) | 0.1 | $513k | 4.5k | 113.75 | |
| Hasbro (HAS) | 0.1 | $511k | 6.9k | 73.82 | |
| Fiserv (FI) | 0.1 | $510k | 3.0k | 172.41 | |
| Ishares Msci Hong Kg Etf (EWH) | 0.1 | $506k | 26k | 19.86 | |
| Copart (CPRT) | 0.1 | $505k | 10k | 49.07 | |
| Ishares Tr Msci Uae Etf (UAE) | 0.1 | $504k | 27k | 18.72 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $495k | 910.00 | 543.41 | |
| United Parcel Service CL B (UPS) | 0.1 | $493k | 4.9k | 100.94 | |
| Vistra Energy (VST) | 0.1 | $486k | 2.5k | 193.81 | |
| AvalonBay Communities (AVB) | 0.1 | $484k | 2.4k | 203.50 | |
| Global X Fds Gb Msci Ar Etf (ARGT) | 0.1 | $478k | 5.6k | 84.73 | |
| Alamos Gold Com Cl A (AGI) | 0.1 | $477k | 18k | 26.56 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $473k | 765.00 | 617.85 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $472k | 6.5k | 72.82 | |
| Equity Residential Sh Ben Int (EQR) | 0.1 | $471k | 7.0k | 67.49 | |
| Oneok (OKE) | 0.1 | $471k | 5.8k | 81.63 | |
| Dt Midstream Common Stock (DTM) | 0.1 | $467k | 4.3k | 109.91 | |
| Fair Isaac Corporation (FICO) | 0.1 | $453k | 248.00 | 1827.96 | |
| Curtiss-Wright (CW) | 0.1 | $452k | 926.00 | 488.55 | |
| Kimco Realty Corporation (KIM) | 0.1 | $442k | 21k | 21.02 | |
| Automatic Data Processing (ADP) | 0.1 | $442k | 1.4k | 308.40 | |
| Devon Energy Corporation (DVN) | 0.1 | $441k | 14k | 31.81 | |
| Bruker Corporation (BRKR) | 0.1 | $439k | 11k | 41.20 | |
| Kt Corp Sponsored Adr (KT) | 0.1 | $435k | 21k | 20.78 | |
| EOG Resources (EOG) | 0.1 | $435k | 3.6k | 119.61 | |
| Xcel Energy (XEL) | 0.1 | $433k | 6.4k | 68.10 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $429k | 2.7k | 157.77 | |
| American Eagle Outfitters (AEO) | 0.1 | $420k | 44k | 9.62 | |
| MercadoLibre (MELI) | 0.1 | $413k | 158.00 | 2613.63 | |
| Snap-on Incorporated (SNA) | 0.1 | $411k | 1.3k | 311.24 | |
| Civitas Resources Com New (CIVI) | 0.1 | $410k | 15k | 27.52 | |
| Mosaic (MOS) | 0.1 | $403k | 11k | 36.48 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $401k | 727.00 | 551.66 | |
| Ishares Tr Mbs Etf (MBB) | 0.1 | $400k | 4.3k | 93.89 | |
| Sap Se Spon Adr (SAP) | 0.1 | $400k | 1.3k | 304.10 | |
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.1 | $399k | 8.6k | 46.16 | |
| News Corp CL B (NWS) | 0.1 | $392k | 11k | 34.31 | |
| Calavo Growers (CVGW) | 0.1 | $391k | 15k | 26.59 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $389k | 4.6k | 84.81 | |
| Globus Med Cl A (GMED) | 0.1 | $383k | 6.5k | 59.02 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $382k | 1.3k | 298.83 | |
| Blackrock (BLK) | 0.1 | $379k | 361.00 | 1049.25 | |
| Esab Corporation (ESAB) | 0.1 | $377k | 3.1k | 120.55 | |
| Visa Com Cl A (V) | 0.1 | $374k | 1.1k | 355.05 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $372k | 1.2k | 320.12 | |
| Fifth Third Ban (FITB) | 0.1 | $371k | 9.0k | 41.13 | |
| Micron Technology (MU) | 0.1 | $369k | 3.0k | 123.25 | |
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $367k | 35k | 10.66 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $363k | 3.3k | 110.10 | |
| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.1 | $362k | 24k | 15.05 | |
| Lumentum Hldgs (LITE) | 0.1 | $361k | 3.8k | 95.06 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $358k | 3.0k | 121.01 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $356k | 2.6k | 134.79 | |
| First Solar (FSLR) | 0.1 | $356k | 2.1k | 165.54 | |
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $354k | 12k | 29.28 | |
| Agnico (AEM) | 0.1 | $354k | 3.0k | 118.93 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $352k | 1.6k | 217.33 | |
| Peak (DOC) | 0.1 | $351k | 20k | 17.51 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $351k | 617.00 | 568.48 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.1 | $350k | 15k | 23.98 | |
| Ferroglobe SHS (GSM) | 0.1 | $349k | 95k | 3.67 | |
| PNC Financial Services (PNC) | 0.1 | $348k | 1.9k | 186.42 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $346k | 987.00 | 351.00 | |
| Home Depot (HD) | 0.1 | $345k | 942.00 | 366.64 | |
| World Fuel Services Corporation (WKC) | 0.1 | $341k | 12k | 28.35 | |
| Relx Sponsored Adr (RELX) | 0.1 | $340k | 6.3k | 54.34 | |
| Intel Corporation (INTC) | 0.1 | $340k | 15k | 22.40 | |
| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $336k | 6.6k | 50.71 | |
| MetLife (MET) | 0.1 | $334k | 4.2k | 80.42 | |
| General Motors Company (GM) | 0.1 | $332k | 6.7k | 49.21 | |
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $329k | 596.00 | 551.22 | |
| Diageo Spon Adr New (DEO) | 0.1 | $323k | 3.2k | 100.84 | |
| Philip Morris International (PM) | 0.1 | $320k | 1.8k | 182.13 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $315k | 2.6k | 119.09 | |
| Tyson Foods Cl A (TSN) | 0.1 | $314k | 5.6k | 55.94 | |
| Abercrombie & Fitch Cl A (ANF) | 0.1 | $312k | 3.8k | 82.85 | |
| Aegon Amer Reg 1 Cert (AEG) | 0.1 | $308k | 43k | 7.24 | |
| Paypal Holdings (PYPL) | 0.1 | $303k | 4.1k | 74.32 | |
| Manulife Finl Corp (MFC) | 0.1 | $303k | 9.5k | 31.96 | |
| Shell Spon Ads (SHEL) | 0.1 | $301k | 4.3k | 70.41 | |
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $301k | 58k | 5.18 | |
| Trilogy Metals (TMQ) | 0.1 | $300k | 223k | 1.35 | |
| Bunge Global Sa Com Shs (BG) | 0.1 | $297k | 3.7k | 80.28 | |
| EnerSys (ENS) | 0.1 | $296k | 3.5k | 85.77 | |
| NetApp (NTAP) | 0.1 | $296k | 2.8k | 106.55 | |
| Bank Ozk (OZK) | 0.1 | $295k | 6.3k | 47.06 | |
| St. Joe Company (JOE) | 0.1 | $295k | 6.2k | 47.70 | |
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $294k | 35k | 8.48 | |
| Procter & Gamble Company (PG) | 0.1 | $292k | 1.8k | 159.32 | |
| Anthem (ELV) | 0.1 | $291k | 749.00 | 388.96 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $287k | 8.0k | 35.69 | |
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.1 | $286k | 5.8k | 49.63 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $285k | 3.4k | 82.80 | |
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $280k | 5.9k | 47.33 | |
| Ferrari Nv Ord (RACE) | 0.1 | $280k | 570.00 | 490.74 | |
| Benchmark Electronics (BHE) | 0.1 | $279k | 7.2k | 38.83 | |
| Juniper Networks (JNPR) | 0.1 | $277k | 6.9k | 39.93 | |
| Moody's Corporation (MCO) | 0.1 | $274k | 547.00 | 501.59 | |
| Regency Centers Corporation (REG) | 0.1 | $274k | 3.8k | 71.23 | |
| Palo Alto Networks (PANW) | 0.1 | $274k | 1.3k | 204.64 | |
| Hldgs (UAL) | 0.1 | $274k | 3.4k | 79.63 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $272k | 2.4k | 113.41 | |
| Elanco Animal Health (ELAN) | 0.1 | $271k | 19k | 14.28 | |
| Lowe's Companies (LOW) | 0.1 | $271k | 1.2k | 221.87 | |
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.1 | $268k | 8.5k | 31.58 | |
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $262k | 9.1k | 28.83 | |
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $259k | 4.9k | 52.84 | |
| Dick's Sporting Goods (DKS) | 0.1 | $257k | 1.3k | 197.81 | |
| Goodyear Tire & Rubber Company (GT) | 0.1 | $256k | 25k | 10.37 | |
| Nike CL B (NKE) | 0.1 | $256k | 3.6k | 71.04 | |
| Albemarle Corporation (ALB) | 0.1 | $254k | 4.1k | 62.67 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $248k | 9.5k | 26.03 | |
| Enovix Corp (ENVX) | 0.1 | $248k | 24k | 10.34 | |
| Bny Mellon Etf Trust High Yield Etf (BKHY) | 0.1 | $245k | 5.1k | 48.28 | |
| Amer (UHAL) | 0.1 | $245k | 4.0k | 60.56 | |
| Enbridge (ENB) | 0.1 | $244k | 5.4k | 45.32 | |
| Spdr Series Trust Bloomberg Invt (FLRN) | 0.1 | $240k | 7.8k | 30.83 | |
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $240k | 4.7k | 51.10 | |
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $239k | 4.8k | 50.14 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $239k | 763.00 | 313.14 | |
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.1 | $238k | 4.7k | 50.99 | |
| Invesco Db Multi-sector Comm Precious Metal (DBP) | 0.1 | $237k | 3.2k | 75.14 | |
| Greenbrier Companies (GBX) | 0.1 | $236k | 5.1k | 46.05 | |
| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.1 | $235k | 5.4k | 43.10 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $233k | 2.2k | 104.66 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $233k | 970.00 | 240.30 | |
| Allegion Ord Shs (ALLE) | 0.1 | $233k | 1.6k | 144.12 | |
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.1 | $227k | 5.4k | 42.15 | |
| American Tower Reit (AMT) | 0.1 | $226k | 1.0k | 221.02 | |
| Ishares Tr Europe Etf (IEV) | 0.1 | $225k | 3.6k | 63.25 | |
| Canadian Natural Resources (CNQ) | 0.1 | $225k | 7.2k | 31.40 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $224k | 6.8k | 32.81 | |
| FedEx Corporation (FDX) | 0.1 | $224k | 984.00 | 227.31 | |
| Denison Mines Corp (DNN) | 0.1 | $224k | 123k | 1.82 | |
| Primerica (PRI) | 0.1 | $223k | 814.00 | 273.67 | |
| Centrus Energy Corp Cl A (LEU) | 0.1 | $219k | 1.2k | 183.18 | |
| Target Corporation (TGT) | 0.1 | $217k | 2.2k | 98.65 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $215k | 346.00 | 620.90 | |
| Bellring Brands Common Stock (BRBR) | 0.1 | $214k | 3.7k | 57.93 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $213k | 1.7k | 128.41 | |
| Smurfit Westrock SHS (SW) | 0.1 | $210k | 4.9k | 43.15 | |
| Pepsi (PEP) | 0.1 | $208k | 1.6k | 132.08 | |
| Cadre Hldgs (CDRE) | 0.1 | $204k | 6.4k | 31.85 | |
| Brightspire Capital Com Cl A (BRSP) | 0.0 | $177k | 35k | 5.05 | |
| Kennedy-Wilson Holdings (KW) | 0.0 | $100k | 15k | 6.80 | |
| Sigma Lithium Corporation (SGML) | 0.0 | $45k | 10k | 4.50 | |
| Ur-energy (URG) | 0.0 | $15k | 14k | 1.05 |