Legacy Financial Advisors

Legacy Financial Advisors as of June 30, 2025

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 339 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
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 10.7 $69M 821k 83.74
Franklin International Core Dividend Tilt Index Fund Etf (DIVI) 4.9 $31M 877k 35.64
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 4.2 $27M 199k 135.04
Wisdomtree True Emerging Markets Fund Etf (XC) 3.4 $22M 639k 34.42
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 3.0 $19M 222k 86.40
Wisdomtree U.s. Quality Growth Fund Etf (QGRW) 2.9 $19M 354k 52.55
Natixis Gateway Quality Income Etf Etf (GQI) 2.9 $18M 341k 53.69
Nvidia Corp Stock (NVDA) 2.7 $18M 111k 157.99
Microsoft Stock (MSFT) 2.7 $18M 35k 497.41
Apple Stock (AAPL) 2.5 $16M 77k 205.17
Jpmorgan Municipal Etf Etf (JMUB) 2.4 $15M 306k 49.64
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 2.3 $15M 565k 26.54
Procter And Gamble Stock (PG) 1.9 $12M 76k 159.32
Ishares Core Dividend Growth Etf Etf (DGRO) 1.8 $12M 184k 63.94
Jpmorgan Chase & Co Stock (JPM) 1.6 $9.9M 34k 289.91
Amazon.com Stock (AMZN) 1.5 $9.5M 43k 219.39
Meta Platforms Inc Cl A Stock (META) 1.3 $8.3M 11k 738.11
Google Stock (GOOGL) 1.0 $6.2M 35k 176.23
Netflix Stock (NFLX) 0.9 $5.5M 4.1k 1339.13
Tesla Motors Stock (TSLA) 0.9 $5.5M 17k 317.66
Ishares Core Msci Eafe Etf Etf (IEFA) 0.8 $5.1M 61k 83.48
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.8 $5.1M 46k 109.20
Vanguard Total Stk Mkt Etf (VTI) 0.8 $5.1M 17k 303.92
Visa Stock (V) 0.8 $4.9M 14k 355.06
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.7 $4.6M 26k 177.39
Avago Technologies Stock (AVGO) 0.7 $4.6M 17k 275.66
Oracle Corporation Stock (ORCL) 0.7 $4.2M 19k 218.64
Ishares S&p 500 Index Etf (IVV) 0.6 $3.7M 6.0k 620.87
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.6 $3.6M 57k 63.14
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $3.3M 6.8k 485.78
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.5 $3.2M 56k 57.01
Pnc Finl Svcs Group Stock (PNC) 0.5 $3.0M 16k 186.42
Bank America Corp Stock (BAC) 0.5 $3.0M 63k 47.32
Fifth Third Bancorp Stock (FITB) 0.5 $2.9M 71k 41.13
First Trust Long/short Equity Etf Etf (FTLS) 0.4 $2.7M 41k 66.28
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 0.4 $2.6M 28k 93.87
Exxon Mobil Corp Stock (XOM) 0.4 $2.5M 23k 107.80
Walmart Stock (WMT) 0.4 $2.5M 26k 97.78
Eli Lilly & Co Stock (LLY) 0.4 $2.5M 3.2k 779.49
Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.4 $2.5M 99k 24.78
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.4 $2.4M 47k 51.36
Intl Business Machines Stock (IBM) 0.4 $2.4M 8.1k 294.79
Home Depot Stock (HD) 0.4 $2.4M 6.4k 366.65
Palantir Technologies Inc Cl A Stock (PLTR) 0.4 $2.3M 17k 136.32
Salesforce Stock (CRM) 0.4 $2.3M 8.3k 272.70
Boeing Stock (BA) 0.3 $2.2M 10k 209.52
Wells Fargo Stock (WFC) 0.3 $2.1M 27k 80.12
Mastercard Stock (MA) 0.3 $2.1M 3.8k 561.91
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $2.0M 28k 71.26
Coca Cola Stock (KO) 0.3 $2.0M 28k 70.75
Johnson & Johnson Stock (JNJ) 0.3 $2.0M 13k 152.75
Ge Aerospace Stock (GE) 0.3 $1.9M 7.3k 257.38
Hillman Solutions Corp Stock (HLMN) 0.3 $1.8M 253k 7.14
Cisco Sys Stock (CSCO) 0.3 $1.8M 26k 69.38
Dimensional International Value Etf Etf (DFIV) 0.3 $1.8M 42k 42.83
Philip Morris Intl Stock (PM) 0.3 $1.8M 9.9k 182.12
Costco Wholesale Corp Stock (COST) 0.3 $1.8M 1.8k 989.68
Abbvie Stock (ABBV) 0.3 $1.8M 9.5k 185.62
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.3 $1.8M 35k 50.68
Charles Schwab Corp Stock (SCHW) 0.3 $1.7M 19k 91.24
Nike Inc Class B Stock (NKE) 0.3 $1.7M 24k 71.04
Disney Walt Stock (DIS) 0.3 $1.7M 13k 124.01
Spdr S&p 500 Etf Trust Etf (SPY) 0.3 $1.7M 2.7k 617.83
Capital One Financial Corp Stock (COF) 0.3 $1.7M 7.8k 212.77
Merck & Co Stock (MRK) 0.3 $1.6M 21k 79.16
Cintas Corp Stock (CTAS) 0.3 $1.6M 7.2k 222.88
Citigroup Stock (C) 0.2 $1.6M 19k 85.12
Fidelity Total Bond Etf Etf (FBND) 0.2 $1.6M 34k 45.75
Mcdonalds Corp Stock (MCD) 0.2 $1.5M 5.3k 292.16
Comcast Corp New Cl A Stock (CMCSA) 0.2 $1.5M 43k 35.69
Snap On Stock (SNA) 0.2 $1.5M 4.9k 311.18
Abbott Labs Stock (ABT) 0.2 $1.5M 11k 136.01
Conocophillips Stock (COP) 0.2 $1.5M 16k 89.74
Invesco S&p International Developed High Quality Etf Etf (IDHQ) 0.2 $1.4M 43k 32.98
Us Bancorp Del Stock (USB) 0.2 $1.4M 31k 45.25
Deere & Co Stock (DE) 0.2 $1.4M 2.8k 508.43
Progressive Corp Stock (PGR) 0.2 $1.4M 5.2k 266.86
Intuitive Surgical Stock (ISRG) 0.2 $1.4M 2.6k 543.41
Vertex Pharmaceuticals In Stock (VRTX) 0.2 $1.3M 3.0k 445.20
Goldman Sachs Group Stock (GS) 0.2 $1.3M 1.8k 707.60
Rtx Corporation Stock (RTX) 0.2 $1.3M 8.9k 146.02
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) 0.2 $1.3M 29k 43.29
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $1.3M 26k 49.03
Chevron Corp Stock (CVX) 0.2 $1.3M 8.7k 143.19
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.2 $1.2M 11k 115.35
Dimensional International Small Cap Value Etf Etf (DISV) 0.2 $1.2M 38k 32.91
Texas Instrs Stock (TXN) 0.2 $1.2M 5.9k 207.63
Intercontinental Exchange Stock (ICE) 0.2 $1.2M 6.5k 183.46
Automatic Data Processing Stock (ADP) 0.2 $1.2M 3.9k 308.40
Motorola Solutions Stock (MSI) 0.2 $1.2M 2.8k 420.44
Columbia Em Core Ex-china Etf Etf (XCEM) 0.2 $1.2M 35k 34.18
Autodesk Stock (ADSK) 0.2 $1.2M 3.8k 309.54
Marathon Pete Corp Stock (MPC) 0.2 $1.2M 7.0k 166.12
Intuit Stock (INTU) 0.2 $1.2M 1.5k 787.63
Union Pac Corp Stock (UNP) 0.2 $1.1M 5.0k 230.07
Ge Vernova Stock (GEV) 0.2 $1.1M 2.1k 529.16
Tjx Cos Stock (TJX) 0.2 $1.1M 9.1k 123.49
Starbucks Corp Stock (SBUX) 0.2 $1.1M 12k 91.63
Qualcomm Stock (QCOM) 0.2 $1.1M 6.9k 159.26
Eaton Corp Stock (ETN) 0.2 $1.1M 3.1k 357.01
Service Now Stock (NOW) 0.2 $1.1M 1.0k 1028.08
Phillips 66 Stock (PSX) 0.2 $1.1M 9.0k 119.30
Accenture Ltd Bermuda Cl A Stock (ACN) 0.2 $1.1M 3.6k 298.86
At&t Stock (T) 0.2 $1.1M 37k 28.94
American Express Stock (AXP) 0.2 $1.0M 3.3k 318.93
Unitedhealth Group Stock (UNH) 0.2 $1.0M 3.3k 311.97
Vanguard Mega Cap Growth Etf Etf (MGK) 0.2 $1.0M 2.8k 366.20
Truist Finl Corp Stock (TFC) 0.2 $968k 23k 42.99
Optical Cable Corp Stock (OCC) 0.2 $963k 332k 2.90
Linde Stock (LIN) 0.1 $960k 2.0k 469.23
Spdr Gold Etf Etf (GLD) 0.1 $956k 3.1k 304.82
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.1 $940k 9.6k 98.24
Monster Beverage Corp Stock (MNST) 0.1 $937k 15k 62.64
Blackrock Stock (BLK) 0.1 $932k 888.00 1049.60
Amgen Stock (AMGN) 0.1 $927k 3.3k 279.22
Eog Resources Stock (EOG) 0.1 $920k 7.7k 119.60
General Motors Corp Stock (GM) 0.1 $919k 19k 49.21
Sentinelone Inc Cl A Stock (S) 0.1 $914k 50k 18.28
Bristol-myers Squibb Stock (BMY) 0.1 $912k 20k 46.29
Dow Stock (DOW) 0.1 $911k 34k 26.48
Willis Towers Watson Stock (WTW) 0.1 $903k 2.9k 306.46
Fiserv Stock (FI) 0.1 $901k 5.2k 172.40
Chicago Mercantile Hldgs Stock (CME) 0.1 $898k 3.3k 275.65
Analog Devices Stock (ADI) 0.1 $893k 3.8k 238.02
American Intl Group Stock (AIG) 0.1 $893k 10k 85.59
Elevance Health Stock (ELV) 0.1 $884k 2.3k 388.94
Verizon Communications Stock (VZ) 0.1 $871k 20k 43.27
Caterpillar Stock (CAT) 0.1 $869k 2.2k 388.22
Morgan Stanley Stock (MS) 0.1 $868k 6.2k 140.85
Honeywell Intl Stock (HON) 0.1 $867k 3.7k 232.90
Invesco International Dividend Achievers Etf Etf (PID) 0.1 $843k 41k 20.50
Applied Matls Stock (AMAT) 0.1 $836k 4.6k 183.07
Lowes Cos Stock (LOW) 0.1 $828k 3.7k 221.86
Bank New York Mellon Corp Stock (BK) 0.1 $825k 9.1k 91.11
Advanced Micro Devices Stock (AMD) 0.1 $824k 5.8k 141.90
Enbridge Stock (ENB) 0.1 $824k 18k 45.32
Nextera Energy Stock (NEE) 0.1 $813k 12k 69.42
Chubb Stock (CB) 0.1 $803k 2.8k 289.67
Allstate Corp Stock (ALL) 0.1 $798k 4.0k 201.33
Nasdaq Stk Mkt Stock (NDAQ) 0.1 $797k 8.9k 89.42
Hess Corp Stock (HES) 0.1 $797k 5.8k 138.53
Equifax Stock (EFX) 0.1 $795k 3.1k 259.39
Cbre Group Inc A Stock (CBRE) 0.1 $794k 5.7k 140.11
Charter Communications Inc New Cl A Stock (CHTR) 0.1 $792k 1.9k 408.81
Uber Technologies Stock (UBER) 0.1 $782k 8.4k 93.30
Airbnb Inc Com Cl A Stock (ABNB) 0.1 $781k 5.9k 132.34
Exact Sciences Corp Stock (EXAS) 0.1 $757k 14k 53.14
Parker-hannifin Corp Stock (PH) 0.1 $752k 1.1k 698.64
Dover Corp Stock (DOV) 0.1 $749k 4.1k 183.23
Pfizer Stock (PFE) 0.1 $745k 31k 24.24
Corteva Stock (CTVA) 0.1 $744k 10k 74.53
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA) 0.1 $744k 380.00 1956.48
Te Connectivity Stock (TEL) 0.1 $734k 4.4k 168.65
State Str Corp Stock (STT) 0.1 $734k 6.9k 106.34
Ally Finl Stock (ALLY) 0.1 $733k 19k 38.95
Kimball Electronics Stock (KE) 0.1 $732k 38k 19.23
Duke Energy Corp Stock (DUK) 0.1 $730k 6.2k 118.01
Boston Scientific Corp Stock (BSX) 0.1 $730k 6.8k 107.41
S&p Global Stock (SPGI) 0.1 $725k 1.4k 527.42
Centene Corp Del Stock (CNC) 0.1 $722k 13k 54.28
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $720k 4.8k 150.40
Delta Air Lines Inc Del Cmn Stock (DAL) 0.1 $716k 15k 49.18
Ge Healthcare Technologies Stock (GEHC) 0.1 $715k 9.7k 74.07
Royal Carribbean Cruises Stock (RCL) 0.1 $708k 2.3k 313.14
Air Prods & Chems Stock (APD) 0.1 $702k 2.5k 282.01
Booking Holdings Stock (BKNG) 0.1 $695k 120.00 5789.24
Cleanspark Stock (CLSK) 0.1 $691k 63k 11.03
O Reilly Automotive Stock (ORLY) 0.1 $686k 7.6k 90.13
Pepsico Stock (PEP) 0.1 $684k 5.2k 132.04
Keurig Dr Pepper Stock (KDP) 0.1 $684k 21k 33.06
Thermo Fisher Scientific Stock (TMO) 0.1 $665k 1.6k 405.48
Discovery Hldg Stock (WBD) 0.1 $661k 58k 11.46
General Dynamics Corp Stock (GD) 0.1 $652k 2.2k 291.66
Intel Corp Stock (INTC) 0.1 $640k 29k 22.40
Paypal Hldgs Stock (PYPL) 0.1 $623k 8.4k 74.32
Iqvia Hldgs Stock (IQV) 0.1 $609k 3.9k 157.59
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.1 $600k 9.7k 61.85
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.1 $596k 14k 41.91
Lam Research Corp Stock (LRCX) 0.1 $594k 6.1k 97.34
Yum! Brands Stock (YUM) 0.1 $588k 4.0k 148.20
Dominion Resources Stock (D) 0.1 $585k 10k 56.52
Kroger Stock (KR) 0.1 $582k 8.1k 71.73
Thor Inds Stock (THO) 0.1 $582k 6.6k 88.81
Micron Technology Stock (MU) 0.1 $582k 4.7k 123.25
Huntington Bancshares Stock (HBAN) 0.1 $572k 34k 16.76
Royal Bank Of Canada Stock (RY) 0.1 $560k 4.3k 131.56
Global Payments Stock (GPN) 0.1 $559k 7.0k 80.04
Trane Technologies Stock (TT) 0.1 $556k 1.3k 437.40
Medtronic Stock (MDT) 0.1 $545k 6.3k 87.17
Adobe Sys Stock (ADBE) 0.1 $543k 1.4k 386.88
United Parcel Service Stock (UPS) 0.1 $539k 5.3k 100.94
Kla-tencor Corp Stock (KLAC) 0.1 $537k 599.00 896.16
Firstenergy Corp Stock (FE) 0.1 $528k 13k 40.26
Regeneron Pharmaceuticals Stock (REGN) 0.1 $525k 999.00 525.24
Reinsurance Grp Of America Stock (RGA) 0.1 $522k 2.6k 198.38
T-mobile Us Stock (TMUS) 0.1 $522k 2.2k 238.26
Ford Motor Company Stock (F) 0.1 $521k 48k 10.85
Southern Stock (SO) 0.1 $520k 5.7k 91.83
American Finl Group Inc O Stock (AFG) 0.1 $518k 4.1k 126.21
Stryker Corp Stock (SYK) 0.1 $517k 1.3k 395.63
M & T Bk Corp Stock (MTB) 0.1 $514k 2.7k 193.99
Palo Alto Networks Stock (PANW) 0.1 $512k 2.5k 204.64
Mckesson Corp Stock (MCK) 0.1 $506k 691.00 732.78
Synopsys Stock (SNPS) 0.1 $497k 970.00 512.68
Gilead Sciences Stock (GILD) 0.1 $490k 4.4k 110.87
Moodys Corp Stock (MCO) 0.1 $490k 977.00 501.69
The Cigna Group Stock (CI) 0.1 $490k 1.5k 330.58
Carlyle Group Stock (CG) 0.1 $485k 9.4k 51.40
Ishares Dj Us Technology Etf (IYW) 0.1 $475k 2.7k 173.27
Altria Group Stock (MO) 0.1 $471k 8.0k 58.63
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.1 $461k 8.5k 53.96
Coca Cola Enterprise Stock (CCEP) 0.1 $460k 5.0k 92.72
Norfolk Southern Crp Stock (NSC) 0.1 $453k 1.8k 255.97
Marriott Intl Stock (MAR) 0.1 $452k 1.7k 273.21
Marsh & Mclennan Cos Stock (MMC) 0.1 $444k 2.0k 218.66
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $441k 3.3k 135.30
Vanguard S&p 500 Etf Etf (VOO) 0.1 $439k 773.00 568.17
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $436k 6.5k 67.44
Ishares Tr Russell Midcap Index Etf (IWR) 0.1 $434k 4.7k 91.97
Xcel Energy Stock (XEL) 0.1 $431k 6.3k 68.10
Ubs Ag New F Stock (UBS) 0.1 $431k 13k 33.82
Agnico Eagle Mines Stock (AEM) 0.1 $430k 3.6k 118.93
Sherwin Williams Stock (SHW) 0.1 $429k 1.3k 343.40
Apa Corporation Stock (APA) 0.1 $420k 23k 18.29
Cadence Design System Stock (CDNS) 0.1 $414k 1.3k 308.15
Sei Investments Stock (SEIC) 0.1 $414k 4.6k 89.86
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $408k 3.7k 109.64
Danaher Corp Stock (DHR) 0.1 $403k 2.0k 197.50
Docusign Stock (DOCU) 0.1 $399k 5.1k 77.89
Cencora Stock (COR) 0.1 $397k 1.3k 299.85
Target Corp Stock (TGT) 0.1 $387k 3.9k 98.64
Chipotle Mexican Grill Stock (CMG) 0.1 $386k 6.9k 56.15
Gallagher Arthur J &co Stock (AJG) 0.1 $386k 1.2k 320.12
Cameco Corp F Stock (CCJ) 0.1 $382k 5.1k 74.23
Waste Management Stock (WM) 0.1 $381k 1.7k 228.82
3M Stock (MMM) 0.1 $381k 2.5k 152.24
Factset Resh Sys Stock (FDS) 0.1 $380k 850.00 447.40
Dell Technologies Inc Cl C Stock (DELL) 0.1 $378k 3.1k 122.60
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $378k 14k 26.50
RH Stock (RH) 0.1 $378k 2.0k 189.01
Fortune Brands Innovations Stock (FBIN) 0.1 $376k 7.3k 51.48
Macys Stock (M) 0.1 $375k 32k 11.66
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $374k 6.0k 62.02
Belden Cdt Stock (BDC) 0.1 $374k 3.2k 115.80
Lockheed Martin Corp Stock (LMT) 0.1 $373k 806.00 463.30
Masco Corp Stock (MAS) 0.1 $365k 5.7k 64.36
Public Svc Enterprise Grp Stock (PEG) 0.1 $356k 4.2k 84.18
Entergy Corp Stock (ETR) 0.1 $356k 4.3k 83.12
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.1 $353k 3.8k 93.95
Genuine Parts Stock (GPC) 0.1 $349k 2.9k 121.31
Expeditors Intl Wash Stock (EXPD) 0.1 $348k 3.0k 114.26
Constellation Energy Corp Stock (CEG) 0.1 $342k 1.1k 322.77
Whirlpool Corp Stock (WHR) 0.1 $341k 3.4k 101.42
Emerson Elec Stock (EMR) 0.1 $338k 2.5k 133.33
American Airls Group Stock (AAL) 0.1 $337k 30k 11.22
Northrop Grumman Corp Stock (NOC) 0.1 $335k 671.00 499.83
Corebridge Finl Stock (CRBG) 0.1 $333k 9.4k 35.50
Travelers Companies Stock (TRV) 0.1 $327k 1.2k 267.54
Zimmer Hldgs Stock (ZBH) 0.1 $326k 3.6k 91.21
Aon Corp Stock (AON) 0.1 $325k 912.00 356.82
Ecolab Stock (ECL) 0.1 $325k 1.2k 269.48
Quest Diagnostics Stock (DGX) 0.1 $323k 1.8k 179.66
Cardinal Health Stock (CAH) 0.0 $319k 1.9k 168.04
Hilton Worldwide Hldgs Stock (HLT) 0.0 $319k 1.2k 266.34
First Finl Bancorp Oh Stock (FFBC) 0.0 $318k 13k 24.26
Sabre Corp Stock (SABR) 0.0 $317k 100k 3.16
Cleveland-cliffs Stock (CLF) 0.0 $312k 41k 7.60
Zoom Communications Inc Cl A Stock (ZM) 0.0 $312k 4.0k 77.98
Norwegian Cruise Line Hldgs Ltd Shs Isin#bmg667211 Stock (NCLH) 0.0 $312k 15k 20.28
Transdigm Group Inc Com Delaware Stock (TDG) 0.0 $309k 203.00 1520.64
Cvs Health Corp Stock (CVS) 0.0 $305k 4.4k 68.98
Archer Daniels Midland Stock (ADM) 0.0 $303k 5.7k 52.78
Canadian Natl Ry Stock (CNI) 0.0 $301k 2.9k 104.03
Williams Cos Stock (WMB) 0.0 $299k 4.8k 62.81
Ishares Russell 3000 Etf Etf (IWV) 0.0 $298k 849.00 351.00
Nxp Semiconductors Nv Stock (NXPI) 0.0 $295k 1.4k 218.49
Magna Intl Inc Cl A Stock (MGA) 0.0 $294k 7.6k 38.61
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.0 $292k 3.1k 93.98
Toronto Dominion Bank Stock (TD) 0.0 $290k 4.0k 73.45
Baxter Intl Stock (BAX) 0.0 $289k 9.6k 30.28
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $288k 565.00 509.31
Arista Networks Stock (ANET) 0.0 $286k 2.8k 102.31
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE) 0.0 $280k 1.7k 164.44
Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY) 0.0 $278k 13k 21.71
Amphenol Corp Cl A Stock (APH) 0.0 $277k 2.8k 98.75
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.0 $276k 2.5k 109.30
Autozone Inc Nev Stock (AZO) 0.0 $275k 74.00 3712.23
Liberty Broadband Corp Com Ser C Stock (LBRDK) 0.0 $273k 2.8k 98.38
Columbia International Equity Income Etf Etf (INEQ) 0.0 $272k 7.7k 35.46
Ishares Silver Trust Etf Etf (SLV) 0.0 $271k 8.2k 32.81
Csx Corp Stock (CSX) 0.0 $269k 8.2k 32.63
Constellation Brands Inc Cl A Stock (STZ) 0.0 $266k 1.6k 162.68
Pinnacle Finl Partners Stock (PNFP) 0.0 $259k 2.3k 110.41
Eqt Corp Stock (EQT) 0.0 $258k 4.4k 58.32
Ameriprise Finl Stock (AMP) 0.0 $257k 482.00 534.06
Microchip Technology Stock (MCHP) 0.0 $257k 3.7k 70.37
Howmet Aerospace Stock (HWM) 0.0 $256k 1.4k 186.13
Block Inc Cl A Stock (XYZ) 0.0 $255k 3.8k 67.93
Workday Stock (WDAY) 0.0 $254k 1.1k 240.00
Cabot Oil & Gas Cp Stock (CTRA) 0.0 $252k 9.9k 25.38
Ameren Corp Stock (AEE) 0.0 $252k 2.6k 96.04
Colgate Palmolive Stock (CL) 0.0 $250k 2.7k 90.90
Nrg Energy Stock (NRG) 0.0 $249k 1.6k 160.62
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB) 0.0 $248k 4.7k 52.43
Illumina Stock (ILMN) 0.0 $248k 2.6k 95.41
Centerpoint Energy Stock (CNP) 0.0 $246k 6.7k 36.74
Illinois Tool Wks Stock (ITW) 0.0 $245k 992.00 247.25
Vanguard Mid Cap Etf (VO) 0.0 $243k 868.00 279.77
Hca Stock (HCA) 0.0 $240k 626.00 383.10
Barrick Gold Corp F Stock (B) 0.0 $237k 11k 20.82
Blackstone Group Stock (BX) 0.0 $233k 1.6k 149.61
Credicorp Stock (BAP) 0.0 $232k 1.0k 223.46
Consolidated Edison Stock (ED) 0.0 $232k 2.3k 100.35
Bank Of Montreal Stock (BMO) 0.0 $232k 2.1k 110.63
United Rentals Stock (URI) 0.0 $231k 307.00 753.40
C H Robinson Worldwide Stock (CHRW) 0.0 $230k 2.4k 95.95
Hewlett Packard Enterprise Stock (HPE) 0.0 $227k 11k 20.45
Canadian Pacific Kansas City Stock (CP) 0.0 $226k 2.9k 79.27
Electronics Arts Stock (EA) 0.0 $225k 1.4k 159.72
Alcon Ag Ord Stock (ALC) 0.0 $225k 2.5k 88.29
Republic Services Stock (RSG) 0.0 $219k 886.00 246.61
Aflac Stock (AFL) 0.0 $218k 2.1k 105.46
Hartford Finl Svcs Group Stock (HIG) 0.0 $217k 1.7k 126.88
Fidelity Natl Info Svcs Stock (FIS) 0.0 $217k 2.7k 81.41
Crocs Stock (CROX) 0.0 $214k 2.1k 101.28
Cullen Frost Bankers Stock (CFR) 0.0 $211k 1.6k 128.54
Oneok Stock (OKE) 0.0 $211k 2.6k 81.63
Doordash Inc Cl A Stock (DASH) 0.0 $210k 850.00 246.51
American Elec Pwr Stock (AEP) 0.0 $207k 2.0k 103.75
Celanese Corporation Stock (CE) 0.0 $207k 3.7k 55.33
Fedex Corp Stock (FDX) 0.0 $206k 904.00 227.27
Amcor Plc Ord Stock (AMCR) 0.0 $205k 22k 9.19
Ross Stores Stock (ROST) 0.0 $205k 1.6k 127.58
Deutsche Bank A G Namen Akt Stock (DB) 0.0 $204k 7.0k 29.28
Roper Technologies Stock (ROP) 0.0 $204k 360.00 566.58
Interactive Brokers Group Inc Com Cl A Stock (IBKR) 0.0 $202k 3.6k 55.41
Cummins Stock (CMI) 0.0 $201k 613.00 327.50
Digital Turbine Stock (APPS) 0.0 $112k 19k 5.90
Chargepoint Holdings Stock (CHPT) 0.0 $25k 36k 0.70