Legacy Financial Advisors

Legacy Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 416 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
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 10.0 $73M 819k 88.96
Franklin International Core Dividend Tilt Index Fund Etf (DIVI) 4.4 $32M 865k 37.31
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 3.8 $27M 188k 145.65
Wisdomtree True Emerging Markets Fund Etf (XC) 3.0 $22M 634k 34.63
Nvidia Corp Stock (NVDA) 2.9 $21M 112k 186.58
Apple Stock (AAPL) 2.9 $21M 81k 254.63
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 2.8 $20M 224k 91.01
Natixis Gateway Quality Income Etf Etf (GQI) 2.8 $20M 361k 56.05
Wisdomtree U.s. Quality Growth Fund Etf (QGRW) 2.7 $20M 347k 57.36
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 2.6 $19M 709k 26.84
Microsoft Stock (MSFT) 2.6 $19M 36k 517.95
Ishares Core Dividend Growth Etf Etf (DGRO) 1.6 $12M 175k 68.08
Procter And Gamble Stock (PG) 1.6 $12M 75k 153.65
Jpmorgan Municipal Etf Etf (JMUB) 1.6 $11M 226k 50.47
Jpmorgan Chase & Co Stock (JPM) 1.5 $11M 34k 315.43
Amazon.com Stock (AMZN) 1.3 $9.8M 45k 219.57
Meta Platforms Inc Cl A Stock (META) 1.2 $8.3M 11k 734.36
Google Stock (GOOGL) 1.1 $8.2M 34k 243.10
Tesla Motors Stock (TSLA) 1.0 $7.0M 16k 444.72
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.9 $6.3M 26k 243.55
Avago Technologies Stock (AVGO) 0.8 $5.7M 17k 329.92
Oracle Corporation Stock (ORCL) 0.7 $5.4M 19k 281.24
Vanguard Total Stk Mkt Etf (VTI) 0.7 $5.3M 16k 328.16
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.7 $5.3M 44k 120.50
Ishares Core Msci Eafe Etf Etf (IEFA) 0.7 $5.1M 58k 87.31
Netflix Stock (NFLX) 0.7 $4.9M 4.1k 1198.92
Visa Stock (V) 0.6 $4.5M 13k 341.37
Ishares S&p 500 Index Etf (IVV) 0.5 $4.0M 5.9k 669.29
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.5 $3.8M 74k 50.73
Franklin Dynamic Municipal Bond Etf Etf (FLMI) 0.5 $3.7M 150k 24.77
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.5 $3.6M 54k 67.51
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $3.5M 7.0k 502.75
Bank America Corp Stock (BAC) 0.5 $3.3M 65k 51.59
Pnc Finl Svcs Group Stock (PNC) 0.5 $3.3M 17k 200.94
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.5 $3.3M 56k 59.92
Fifth Third Bancorp Stock (FITB) 0.4 $3.1M 70k 44.55
Walmart Stock (WMT) 0.4 $2.9M 28k 103.06
Spdr S&p 500 Etf Trust Etf (SPY) 0.4 $2.7M 4.1k 666.15
Johnson & Johnson Stock (JNJ) 0.4 $2.7M 15k 185.42
Taiwan Semiconductor Manufacturing Adr (TSM) 0.4 $2.7M 9.5k 279.29
Home Depot Stock (HD) 0.4 $2.6M 6.5k 405.20
Palantir Technologies Inc Cl A Stock (PLTR) 0.4 $2.6M 14k 182.42
Exxon Mobil Corp Stock (XOM) 0.3 $2.5M 22k 112.75
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.3 $2.4M 96k 24.93
Salesforce Stock (CRM) 0.3 $2.4M 10k 237.01
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 0.3 $2.3M 25k 95.14
Wells Fargo Stock (WFC) 0.3 $2.3M 28k 83.82
Hillman Solutions Corp Stock (HLMN) 0.3 $2.3M 253k 9.18
Chevron Corp Stock (CVX) 0.3 $2.3M 15k 155.29
Ge Aerospace Stock (GE) 0.3 $2.3M 7.7k 300.81
Eli Lilly & Co Stock (LLY) 0.3 $2.3M 3.0k 762.97
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $2.3M 31k 73.29
Boeing Stock (BA) 0.3 $2.2M 10k 215.82
Abbvie Stock (ABBV) 0.3 $2.2M 9.4k 231.55
Mastercard Stock (MA) 0.3 $2.2M 3.8k 568.78
Dimensional International Value Etf Etf (DFIV) 0.3 $2.1M 46k 46.12
Optical Cable Corp Stock (OCC) 0.3 $2.1M 257k 8.12
Citigroup Stock (C) 0.3 $2.1M 20k 101.50
Merck & Co Stock (MRK) 0.3 $2.1M 25k 83.93
Novartis Adr (NVS) 0.3 $1.9M 15k 128.24
Cisco Sys Stock (CSCO) 0.3 $1.9M 28k 68.42
Capital One Financial Corp Stock (COF) 0.3 $1.9M 8.7k 212.59
Coca Cola Stock (KO) 0.2 $1.8M 27k 66.32
Conocophillips Stock (COP) 0.2 $1.7M 19k 94.59
Nike Inc Class B Stock (NKE) 0.2 $1.7M 25k 69.73
Charles Schwab Corp Stock (SCHW) 0.2 $1.7M 18k 95.47
Mcdonalds Corp Stock (MCD) 0.2 $1.7M 5.7k 303.90
Snap On Stock (SNA) 0.2 $1.7M 4.9k 346.53
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.2 $1.7M 11k 148.61
Philip Morris Intl Stock (PM) 0.2 $1.7M 10k 162.19
Costco Wholesale Corp Stock (COST) 0.2 $1.6M 1.8k 925.39
Union Pac Corp Stock (UNP) 0.2 $1.6M 6.9k 236.36
Us Bancorp Del Stock (USB) 0.2 $1.6M 33k 48.33
Powershares Qqq Tr Etf (QQQ) 0.2 $1.6M 2.6k 600.29
Invesco S&p International Developed High Quality Etf Etf (IDHQ) 0.2 $1.5M 46k 33.65
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) 0.2 $1.5M 32k 48.30
Intl Business Machines Stock (IBM) 0.2 $1.5M 5.3k 282.17
Disney Walt Stock (DIS) 0.2 $1.5M 13k 114.50
Phillips 66 Stock (PSX) 0.2 $1.5M 11k 136.02
Tjx Cos Stock (TJX) 0.2 $1.4M 10k 144.54
Cintas Corp Stock (CTAS) 0.2 $1.4M 7.0k 205.26
Abbott Labs Stock (ABT) 0.2 $1.4M 11k 133.94
Marathon Pete Corp Stock (MPC) 0.2 $1.4M 7.4k 192.73
Asml Holding N V N Y Registry Adr (ASML) 0.2 $1.4M 1.5k 967.80
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.2 $1.4M 27k 52.28
Goldman Sachs Group Stock (GS) 0.2 $1.4M 1.8k 796.20
Rtx Corporation Stock (RTX) 0.2 $1.4M 8.5k 167.33
Dimensional International Small Cap Value Etf Etf (DISV) 0.2 $1.4M 39k 35.69
Ge Vernova Stock (GEV) 0.2 $1.4M 2.3k 614.92
Spdr Gold Etf Etf (GLD) 0.2 $1.3M 3.8k 355.46
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $1.3M 27k 50.07
Hsbc Holdings Plc Spons Adr (HSBC) 0.2 $1.3M 19k 70.98
Caterpillar Stock (CAT) 0.2 $1.3M 2.7k 477.16
Motorola Solutions Stock (MSI) 0.2 $1.3M 2.8k 457.27
General Motors Corp Stock (GM) 0.2 $1.3M 21k 60.97
Unitedhealth Group Stock (UNH) 0.2 $1.2M 3.5k 345.30
Advanced Micro Devices Stock (AMD) 0.2 $1.2M 7.5k 161.79
Columbia Em Core Ex-china Etf Etf (XCEM) 0.2 $1.2M 33k 36.33
Intercontinental Exchange Stock (ICE) 0.2 $1.2M 7.1k 168.47
Qualcomm Stock (QCOM) 0.2 $1.2M 7.1k 166.36
Autodesk Stock (ADSK) 0.2 $1.2M 3.7k 317.64
Linde Stock (LIN) 0.2 $1.2M 2.4k 475.04
Vertex Pharmaceuticals In Stock (VRTX) 0.2 $1.1M 2.9k 391.64
Deere & Co Stock (DE) 0.2 $1.1M 2.5k 457.21
Kimball Electronics Stock (KE) 0.2 $1.1M 38k 29.86
Willis Towers Watson Stock (WTW) 0.2 $1.1M 3.3k 345.42
Discovery Hldg Stock (WBD) 0.2 $1.1M 57k 19.53
Texas Instrs Stock (TXN) 0.2 $1.1M 6.0k 183.74
Royal Dutch Shell Plc- Adr (SHEL) 0.2 $1.1M 16k 71.53
Eaton Corp Stock (ETN) 0.2 $1.1M 3.0k 374.28
Automatic Data Processing Stock (ADP) 0.2 $1.1M 3.7k 293.50
At&t Stock (T) 0.2 $1.1M 39k 28.24
Comcast Corp New Cl A Stock (CMCSA) 0.2 $1.1M 35k 31.42
Sony Group Corp Adr (SONY) 0.1 $1.1M 38k 28.79
Pepsico Stock (PEP) 0.1 $1.1M 7.7k 140.44
Vanguard Mega Cap Growth Etf Etf (MGK) 0.1 $1.1M 2.7k 402.48
Intuit Stock (INTU) 0.1 $1.1M 1.6k 682.91
Astrazeneca Plc- Spons Adr (AZN) 0.1 $1.1M 14k 76.72
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.1 $1.0M 9.9k 104.96
Toyota Motor Corp Ads Adr (TM) 0.1 $1.0M 5.3k 191.10
Monster Beverage Corp Stock (MNST) 0.1 $1.0M 15k 67.31
Micron Technology Stock (MU) 0.1 $992k 5.9k 167.32
Airbnb Inc Com Cl A Stock (ABNB) 0.1 $983k 8.1k 121.42
Morgan Stanley Stock (MS) 0.1 $981k 6.2k 158.95
American Express Stock (AXP) 0.1 $981k 3.0k 332.15
Enbridge Stock (ENB) 0.1 $976k 19k 50.46
Applied Matls Stock (AMAT) 0.1 $974k 4.8k 204.74
Sap Aktiengesellschaft Adr (SAP) 0.1 $969k 3.6k 267.21
Truist Finl Corp Stock (TFC) 0.1 $958k 21k 45.72
Verizon Communications Stock (VZ) 0.1 $953k 22k 43.95
Delta Air Lines Inc Del Cmn Stock (DAL) 0.1 $953k 17k 56.75
Service Now Stock (NOW) 0.1 $945k 1.0k 920.28
Intuitive Surgical Stock (ISRG) 0.1 $935k 2.1k 447.23
Analog Devices Stock (ADI) 0.1 $932k 3.8k 245.70
Starbucks Corp Stock (SBUX) 0.1 $924k 11k 84.60
Amgen Stock (AMGN) 0.1 $920k 3.3k 282.21
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.1 $919k 17k 55.49
Xcel Energy Stock (XEL) 0.1 $914k 11k 80.65
Lowes Cos Stock (LOW) 0.1 $909k 3.6k 251.30
Cleanspark Stock (CLSK) 0.1 $908k 63k 14.50
Allstate Corp Stock (ALL) 0.1 $908k 4.2k 214.64
American Intl Group Stock (AIG) 0.1 $905k 12k 78.54
Iqvia Hldgs Stock (IQV) 0.1 $905k 4.8k 189.94
Duke Energy Corp Stock (DUK) 0.1 $903k 7.3k 123.76
Keurig Dr Pepper Stock (KDP) 0.1 $900k 35k 25.51
Bristol-myers Squibb Stock (BMY) 0.1 $900k 20k 45.10
Fiserv Stock (FI) 0.1 $895k 6.9k 128.93
Lam Research Corp Stock (LRCX) 0.1 $893k 6.7k 133.90
Thermo Fisher Scientific Stock (TMO) 0.1 $887k 1.8k 485.05
Unilever Adr (UL) 0.1 $883k 15k 59.28
State Str Corp Stock (STT) 0.1 $882k 7.6k 116.02
Sentinelone Inc Cl A Stock (S) 0.1 $881k 50k 17.61
Chicago Mercantile Hldgs Stock (CME) 0.1 $875k 3.2k 270.20
Chubb Stock (CB) 0.1 $870k 3.1k 282.24
Invesco International Dividend Achievers Etf Etf (PID) 0.1 $869k 41k 21.27
Te Connectivity Stock (TEL) 0.1 $863k 3.9k 219.51
Ge Healthcare Technologies Stock (GEHC) 0.1 $861k 12k 75.10
Uber Technologies Stock (UBER) 0.1 $860k 8.8k 97.97
British American Tobacco Adr (BTI) 0.1 $852k 16k 53.08
Nextera Energy Stock (NEE) 0.1 $846k 11k 75.49
Bank New York Mellon Corp Stock (BK) 0.1 $844k 7.7k 108.97
Eog Resources Stock (EOG) 0.1 $833k 7.4k 112.12
Equifax Stock (EFX) 0.1 $833k 3.2k 256.55
O Reilly Automotive Stock (ORLY) 0.1 $829k 7.7k 107.81
Blackrock Stock (BLK) 0.1 $820k 703.00 1166.38
Alibaba Group Hldg Adr (BABA) 0.1 $815k 4.6k 178.74
Progressive Corp Stock (PGR) 0.1 $814k 3.3k 246.95
Pfizer Stock (PFE) 0.1 $813k 32k 25.48
Nasdaq Stk Mkt Stock (NDAQ) 0.1 $811k 9.2k 88.45
Cbre Group Inc A Stock (CBRE) 0.1 $811k 5.1k 157.55
Rio Tinto Adr (RIO) 0.1 $809k 12k 66.01
Ally Finl Stock (ALLY) 0.1 $809k 21k 39.20
Elevance Health Inc Formerly A Stock (ELV) 0.1 $800k 2.5k 323.11
General Dynamics Corp Stock (GD) 0.1 $797k 2.3k 341.00
BP Adr (BP) 0.1 $793k 23k 34.46
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $783k 4.8k 164.54
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.1 $771k 13k 58.21
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA) 0.1 $764k 427.00 1789.19
Dover Corp Stock (DOV) 0.1 $755k 4.5k 166.83
Parker-hannifin Corp Stock (PH) 0.1 $752k 991.00 758.35
Medtronic Stock (MDT) 0.1 $741k 7.8k 95.24
Royal Carribbean Cruises Stock (RCL) 0.1 $728k 2.3k 323.58
Booking Holdings Stock (BKNG) 0.1 $724k 134.00 5399.27
Royal Bank Of Canada Stock (RY) 0.1 $715k 4.9k 147.33
Reinsurance Grp Of America Stock (RGA) 0.1 $711k 3.7k 192.15
Health Care Reit Reit (WELL) 0.1 $710k 4.0k 178.14
Dow Stock (DOW) 0.1 $706k 31k 22.93
Intel Corp Stock (INTC) 0.1 $706k 21k 33.55
Corteva Stock (CTVA) 0.1 $697k 10k 67.63
Regeneron Pharmaceuticals Stock (REGN) 0.1 $687k 1.2k 562.49
Altria Group Stock (MO) 0.1 $682k 10k 66.06
Honeywell Intl Stock (HON) 0.1 $680k 3.2k 210.47
Targa Res Corp Stock (TRGP) 0.1 $667k 4.0k 167.54
Agnico Eagle Mines Stock (AEM) 0.1 $658k 3.9k 168.56
Adobe Sys Stock (ADBE) 0.1 $653k 1.9k 352.75
S&p Global Stock (SPGI) 0.1 $652k 1.3k 486.83
Kla-tencor Corp Stock (KLAC) 0.1 $650k 602.00 1079.10
Carlyle Group Stock (CG) 0.1 $649k 10k 62.70
Palo Alto Networks Stock (PANW) 0.1 $646k 3.2k 203.62
Air Prods & Chems Stock (APD) 0.1 $644k 2.4k 272.77
Dominion Resources Stock (D) 0.1 $636k 10k 61.17
Global Payments Stock (GPN) 0.1 $635k 7.6k 83.08
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.1 $623k 14k 43.83
Apa Corporation Stock (APA) 0.1 $606k 25k 24.28
Bhp Group Adr (BHP) 0.1 $602k 11k 55.75
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.1 $597k 8.7k 68.58
Yum! Brands Stock (YUM) 0.1 $597k 3.9k 152.01
Huntington Bancshares Stock (HBAN) 0.1 $592k 34k 17.27
Thor Inds Stock (THO) 0.1 $584k 5.6k 103.70
Macys Stock (M) 0.1 $583k 33k 17.93
Ford Motor Company Stock (F) 0.1 $565k 47k 11.96
Total Sa Adr (TTE) 0.1 $563k 9.4k 59.69
Boston Scientific Corp Stock (BSX) 0.1 $558k 5.7k 97.63
M & T Bk Corp Stock (MTB) 0.1 $557k 2.8k 197.62
Mckesson Corp Stock (MCK) 0.1 $556k 720.00 772.54
Charter Communications Inc New Cl A Stock (CHTR) 0.1 $555k 2.0k 275.11
Ubs Ag New F Stock (UBS) 0.1 $551k 13k 41.00
Stryker Corp Stock (SYK) 0.1 $547k 1.5k 369.67
Kroger Stock (KR) 0.1 $546k 8.1k 67.41
Southern Stock (SO) 0.1 $546k 5.8k 94.77
Dell Technologies Inc Cl C Stock (DELL) 0.1 $544k 3.8k 141.77
Prologis Share Beneficial Int Reit (PLD) 0.1 $542k 4.7k 114.53
Gilead Sciences Stock (GILD) 0.1 $539k 4.9k 111.00
Ishares Dj Us Technology Etf (IYW) 0.1 $537k 2.7k 195.86
Ing Groep Nv Adr (ING) 0.1 $533k 20k 26.08
Trane Technologies Stock (TT) 0.1 $531k 1.3k 421.95
Simon Property Group Reit (SPG) 0.1 $527k 2.8k 187.65
Paypal Hldgs Stock (PYPL) 0.1 $523k 7.8k 67.06
T-mobile Us Stock (TMUS) 0.1 $520k 2.2k 239.38
Vanguard S&p 500 Etf Etf (VOO) 0.1 $514k 839.00 612.52
Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) 0.1 $511k 32k 15.94
Arista Networks Stock (ANET) 0.1 $509k 3.5k 145.71
Cleveland-cliffs Stock (CLF) 0.1 $503k 41k 12.20
National Grid Transco Adr (NGG) 0.1 $491k 6.8k 72.67
Accenture Ltd Bermuda Cl A Stock (ACN) 0.1 $484k 2.0k 246.56
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.1 $484k 4.8k 99.82
Norfolk Southern Crp Stock (NSC) 0.1 $479k 1.6k 300.41
Banco Santander Cent Hisp Adr (SAN) 0.1 $470k 45k 10.48
Cadence Design System Stock (CDNS) 0.1 $467k 1.3k 351.26
Moodys Corp Stock (MCO) 0.1 $465k 975.00 476.58
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $458k 7.3k 62.47
Zimmer Hldgs Stock (ZBH) 0.1 $453k 4.6k 98.50
United Parcel Service Stock (UPS) 0.1 $451k 5.4k 83.53
Synopsys Stock (SNPS) 0.1 $450k 912.00 493.39
Travelers Companies Stock (TRV) 0.1 $447k 1.6k 279.22
Masco Corp Stock (MAS) 0.1 $440k 6.3k 70.39
Amphenol Corp Cl A Stock (APH) 0.1 $439k 3.6k 123.75
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $438k 3.0k 145.60
Marriott Intl Stock (MAR) 0.1 $437k 1.7k 260.44
Genuine Parts Stock (GPC) 0.1 $428k 3.1k 138.61
Marsh & Mclennan Cos Stock (MMC) 0.1 $428k 2.1k 201.55
Fortune Brands Innovations Stock (FBIN) 0.1 $425k 8.0k 53.39
The Cigna Group Stock (CI) 0.1 $422k 1.5k 288.25
Banco Bilbao Vizcayaargentaria Sa Ads Each Repr 1 Ord Eur0.49 Adr (BBVA) 0.1 $419k 22k 19.25
Zoom Communications Inc Cl A Stock (ZM) 0.1 $418k 5.1k 82.50
Bank Of Montreal Stock (BMO) 0.1 $417k 3.2k 130.25
Autozone Inc Nev Stock (AZO) 0.1 $416k 97.00 4290.24
Ishares Tr Russell Midcap Index Etf (IWR) 0.1 $415k 4.3k 96.55
Sherwin Williams Stock (SHW) 0.1 $414k 1.2k 346.30
Lockheed Martin Corp Stock (LMT) 0.1 $410k 820.00 499.42
Toronto Dominion Bank Stock (TD) 0.1 $409k 5.1k 79.95
RH Stock (RH) 0.1 $406k 2.0k 203.16
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $406k 3.4k 118.44
Cencora Stock (COR) 0.1 $399k 1.3k 312.53
Newmont Corp Stock (NEM) 0.1 $398k 4.7k 84.32
Coca Cola Enterprise Stock (CCEP) 0.1 $397k 4.4k 90.41
Fedex Corp Stock (FDX) 0.1 $394k 1.7k 235.83
Northrop Grumman Corp Stock (NOC) 0.1 $394k 646.00 609.13
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $391k 6.0k 65.26
3M Stock (MMM) 0.1 $388k 2.5k 155.18
Belden Cdt Stock (BDC) 0.1 $388k 3.2k 120.27
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $386k 14k 27.30
Docusign Stock (DOCU) 0.1 $386k 5.4k 72.09
Sei Investments Stock (SEIC) 0.1 $386k 4.5k 84.85
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.1 $384k 5.3k 72.44
Archer Daniels Midland Stock (ADM) 0.1 $384k 6.4k 59.74
Relx Adr (RELX) 0.1 $382k 8.0k 47.76
Norwegian Cruise Line Hldgs Ltd Shs Isin#bmg667211 Stock (NCLH) 0.1 $379k 15k 24.63
Global X Artificial Intelligence & Technology Etf Etf (AIQ) 0.1 $378k 7.6k 49.39
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.1 $378k 11k 35.43
Constellation Energy Corp Stock (CEG) 0.1 $375k 1.1k 329.08
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.1 $366k 3.7k 99.45
Lululemon Athletica Stock (LULU) 0.1 $366k 2.1k 177.93
Aon Corp Stock (AON) 0.1 $364k 1.0k 356.63
Expeditors Intl Wash Stock (EXPD) 0.0 $361k 2.9k 122.61
Firstenergy Corp Stock (FE) 0.0 $355k 7.7k 45.82
Danaher Corp Stock (DHR) 0.0 $354k 1.8k 198.22
Pinnacle Finl Partners Stock (PNFP) 0.0 $351k 3.7k 93.79
Ishares Silver Trust Etf Etf (SLV) 0.0 $350k 8.3k 42.37
American Airls Group Stock (AAL) 0.0 $349k 31k 11.24
Consolidated Edison Stock (ED) 0.0 $349k 3.5k 100.52
Barclays Adr (BCS) 0.0 $348k 17k 20.67
Target Corp Stock (TGT) 0.0 $347k 3.9k 89.69
Public Svc Enterprise Grp Stock (PEG) 0.0 $343k 4.1k 83.46
Kinder Morgan Stock (KMI) 0.0 $343k 12k 28.31
Seagate Technology Stock (STX) 0.0 $342k 1.4k 236.06
Corebridge Finl Stock (CRBG) 0.0 $341k 11k 32.05
Ecolab Stock (ECL) 0.0 $338k 1.2k 273.90
Emerson Elec Stock (EMR) 0.0 $335k 2.6k 131.18
Hca Stock (HCA) 0.0 $333k 782.00 426.20
Waste Management Stock (WM) 0.0 $333k 1.5k 220.83
First Finl Bancorp Oh Stock (FFBC) 0.0 $332k 13k 25.25
Gallagher Arthur J &co Stock (AJG) 0.0 $332k 1.1k 309.74
Quest Diagnostics Stock (DGX) 0.0 $330k 1.7k 190.56
Netease.com Adr (NTES) 0.0 $322k 2.1k 151.99
Ishares Russell 3000 Etf Etf (IWV) 0.0 $322k 849.00 378.94
Equinix Reit (EQIX) 0.0 $321k 410.00 784.00
Doordash Inc Cl A Stock (DASH) 0.0 $321k 1.2k 271.99
Digital Realty Trust Reit (DLR) 0.0 $320k 1.9k 172.88
American Elec Pwr Stock (AEP) 0.0 $317k 2.8k 112.49
Cvs Health Corp Stock (CVS) 0.0 $315k 4.2k 75.39
Cummins Stock (CMI) 0.0 $312k 739.00 422.37
Entergy Corp Stock (ETR) 0.0 $311k 3.3k 93.20
Vanguard Mid Cap Etf (VO) 0.0 $307k 1.0k 293.69
Hilton Worldwide Hldgs Stock (HLT) 0.0 $306k 1.2k 259.44
Verisign Stock (VRSN) 0.0 $305k 1.1k 279.57
GSK Adr (GSK) 0.0 $302k 7.0k 43.16
Williams Cos Stock (WMB) 0.0 $299k 4.7k 63.35
Cardinal Health Stock (CAH) 0.0 $299k 1.9k 156.94
Diageo Adr (DEO) 0.0 $298k 3.1k 95.43
Deutsche Bank A G Namen Akt Stock (DB) 0.0 $297k 8.4k 35.41
United Rentals Stock (URI) 0.0 $296k 310.00 954.66
Global X Fintech Etf Etf (FINX) 0.0 $295k 8.8k 33.52
Aflac Stock (AFL) 0.0 $295k 2.6k 111.70
Csx Corp Stock (CSX) 0.0 $291k 8.2k 35.51
Sanofi Sa Adr (SNY) 0.0 $290k 6.1k 47.20
C H Robinson Worldwide Stock (CHRW) 0.0 $290k 2.2k 132.40
Nxp Semiconductors Nv Stock (NXPI) 0.0 $289k 1.3k 227.73
Cameco Corp F Stock (CCJ) 0.0 $287k 3.4k 83.87
Columbia International Equity Income Etf Etf (INEQ) 0.0 $287k 7.7k 37.34
Crown Castle Intl Corp Reit (CCI) 0.0 $287k 3.0k 96.48
Ameriprise Finl Stock (AMP) 0.0 $286k 582.00 491.50
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE) 0.0 $286k 1.6k 174.56
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $285k 582.00 490.38
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.0 $285k 2.4k 118.81
Block Inc Cl A Stock (XYZ) 0.0 $285k 3.9k 72.27
Synovus Finl Corp Stock (SNV) 0.0 $283k 5.8k 49.08
Steris Plc Shs Usd Stock (STE) 0.0 $282k 1.1k 247.36
Electronics Arts Stock (EA) 0.0 $281k 1.4k 201.73
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.0 $281k 5.1k 55.33
Howmet Aerospace Stock (HWM) 0.0 $280k 1.4k 196.23
Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY) 0.0 $279k 13k 21.77
Freeport Mcmoran Copper Stock (FCX) 0.0 $278k 7.1k 39.22
Realty Income Corp Reit (O) 0.0 $278k 4.6k 60.79
Cabot Oil & Gas Cp Stock (CTRA) 0.0 $275k 12k 23.65
Ameren Corp Stock (AEE) 0.0 $274k 2.6k 104.38
Illumina Stock (ILMN) 0.0 $271k 2.9k 94.97
Barrick Gold Corp F Stock (B) 0.0 $270k 8.3k 32.77
Workday Stock (WDAY) 0.0 $268k 1.1k 240.73
Hewlett Packard Enterprise Stock (HPE) 0.0 $267k 11k 24.56
Sumitomo Mitsui Finlgroup Inc Sponsored Adr Isin #us86562m2098 Adr (SMFG) 0.0 $266k 16k 16.74
Packaging Corp Of America Stock (PKG) 0.0 $265k 1.2k 217.96
Centerpoint Energy Stock (CNP) 0.0 $265k 6.8k 38.80
Cincinnati Finl Corp Stock (CINF) 0.0 $263k 1.7k 158.10
Constellation Brands Inc Cl A Stock (STZ) 0.0 $263k 1.9k 134.68
Canadian Pacific Kansas City Stock (CP) 0.0 $262k 3.5k 74.49
American Tower Corp Reit (AMT) 0.0 $262k 1.4k 192.30
The Trade Desk Inc Com Cl A Stock (TTD) 0.0 $259k 5.3k 49.01
Ctrip.com Intl Ltd American Dep Adr (TCOM) 0.0 $257k 3.4k 75.20
Ross Stores Stock (ROST) 0.0 $257k 1.7k 152.39
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.0 $255k 5.7k 44.69
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB) 0.0 $252k 4.7k 53.27
Nrg Energy Stock (NRG) 0.0 $248k 1.5k 161.99
Blackstone Group Stock (BX) 0.0 $246k 1.4k 170.89
Microchip Technology Stock (MCHP) 0.0 $244k 3.8k 64.23
Ase Technology Hldg Adr (ASX) 0.0 $242k 22k 11.09
Eqt Corp Stock (EQT) 0.0 $241k 4.4k 54.43
Whirlpool Corp Stock (WHR) 0.0 $240k 3.1k 78.60
Illinois Tool Wks Stock (ITW) 0.0 $238k 914.00 260.76
Robert Half Stock (RHI) 0.0 $238k 7.0k 33.98
Oneok Stock (OKE) 0.0 $236k 3.2k 72.97
Waste Connections Stock (WCN) 0.0 $231k 1.3k 175.80
Franco Nevada Corp Com Npv Isin #ca3518581051 Sedol #b29nf31 Stock (FNV) 0.0 $231k 1.0k 222.91
Factset Resh Sys Stock (FDS) 0.0 $230k 801.00 286.59
Baxter Intl Stock (BAX) 0.0 $229k 10k 22.77
Black Hills Corp Stock (BKH) 0.0 $229k 3.7k 61.59
Hartford Finl Svcs Group Stock (HIG) 0.0 $228k 1.7k 133.40
Corning Stock (GLW) 0.0 $227k 2.8k 82.03
Credicorp Stock (BAP) 0.0 $227k 852.00 266.19
Royal Bank Of Scotland Adr (NWG) 0.0 $225k 16k 14.15
Bank Of Nova Scotia Cmn Stock (BNS) 0.0 $224k 3.5k 64.65
Tenet Healthcare Corp Stock (THC) 0.0 $224k 1.1k 203.04
Roper Technologies Stock (ROP) 0.0 $223k 447.00 498.51
Baker Hughes Stock (BKR) 0.0 $223k 4.6k 48.72
Global X Cloud Computing Etf Etf (CLOU) 0.0 $221k 9.5k 23.26
Transdigm Group Inc Com Delaware Stock (TDG) 0.0 $220k 167.00 1318.02
Quanta Services Stock (PWR) 0.0 $218k 526.00 414.42
Pg&e Corp Stock (PCG) 0.0 $218k 14k 15.08
Ciena Corp Stock (CIEN) 0.0 $214k 1.5k 145.67
Take-two Interactivesoftwre Stock (TTWO) 0.0 $214k 828.00 258.36
Crocs Stock (CROX) 0.0 $214k 2.6k 83.55
Chipotle Mexican Grill Stock (CMG) 0.0 $212k 5.4k 39.19
Synchrony Financial Stock (SYF) 0.0 $210k 3.0k 71.05
Republic Services Stock (RSG) 0.0 $209k 911.00 229.48
HP Stock (HPQ) 0.0 $208k 7.6k 27.23
Sea Ltd Sponsord Ads Adr (SE) 0.0 $205k 1.1k 178.73
Valero Energy Corp Stock (VLO) 0.0 $205k 1.2k 170.22
Ventas Reit (VTR) 0.0 $205k 2.9k 69.99
Cboe Global Mkts Stock (CBOE) 0.0 $203k 829.00 245.25
Garmin Stock (GRMN) 0.0 $202k 819.00 246.22
Qfin Holdings Inc American Dep Adr (QFIN) 0.0 $202k 7.0k 28.78
Veralto Corp Stock (VLTO) 0.0 $201k 1.9k 106.61
Brown & Brown Stock (BRO) 0.0 $201k 2.1k 93.78
D R Horton Stock (DHI) 0.0 $201k 1.2k 169.47
Petroleo Brasileiro Sa Petrobras Adr (PBR) 0.0 $201k 16k 12.66
Lloyds Tsb Group Adr (LYG) 0.0 $195k 43k 4.54
Nu Hldgs Ltd Ord Shs Cl A Stock (NU) 0.0 $190k 12k 16.01
Sabre Corp Stock (SABR) 0.0 $183k 100k 1.83
Amcor Plc Ord Stock (AMCR) 0.0 $172k 21k 8.18
Haleon Plc Spon Ads Adr (HLN) 0.0 $171k 19k 8.97
Digital Turbine Stock (APPS) 0.0 $122k 19k 6.40
Mizuho Financial Group Adr (MFG) 0.0 $121k 18k 6.70
Immunitybio Stock (IBRX) 0.0 $111k 45k 2.46
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) 0.0 $108k 15k 7.34
Adt Corp Stock (ADT) 0.0 $96k 11k 8.71
Office Pptys Income Tr Com Shs Ben Int Reit (OPI) 0.0 $3.3k 10k 0.33