Legacy Financial Advisors

Legacy Financial Advisors as of Dec. 31, 2025

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 389 positions in its portfolio as reported in the December 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) 10.1 $73M 818k 89.43
Franklin International Core Dividend Tilt Index Fund Etf (DIVI) 4.6 $33M 853k 38.89
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 3.7 $27M 178k 148.69
Apple Stock (AAPL) 3.2 $23M 86k 271.86
Nvidia Corp Stock (NVDA) 3.0 $21M 114k 186.50
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 2.9 $21M 223k 93.30
Wisdomtree True Emerging Markets Fund Etf (XC) 2.8 $21M 632k 32.44
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 2.8 $21M 767k 26.68
Wisdomtree U.s. Quality Growth Fund Etf (QGRW) 2.7 $19M 328k 58.67
Microsoft Stock (MSFT) 2.4 $17M 35k 483.62
Natixis Gateway Quality Income Etf Etf (GQI) 1.8 $13M 230k 57.06
Ishares Core Dividend Growth Etf Etf (DGRO) 1.6 $12M 169k 69.42
Procter & Gamble Stock (PG) 1.6 $12M 82k 143.31
Jpmorgan Municipal Etf Etf (JMUB) 1.6 $11M 226k 50.50
Amazon.com Stock (AMZN) 1.5 $11M 47k 230.82
Jpmorgan Chase & Co Stock (JPM) 1.5 $11M 34k 322.22
Google Stock (GOOGL) 1.5 $11M 34k 313.00
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.3 $9.1M 29k 313.80
Meta Platforms Inc Cl A Stock (META) 1.0 $7.3M 11k 660.11
Tesla Motors Stock (TSLA) 1.0 $7.2M 16k 449.71
Avago Technologies Stock (AVGO) 0.9 $6.5M 19k 346.10
Vanguard Total Stk Mkt Etf (VTI) 0.8 $6.0M 18k 335.27
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.7 $5.1M 42k 121.75
Ishares Core Msci Eafe Etf Etf (IEFA) 0.7 $5.0M 55k 89.46
Visa Stock (V) 0.6 $4.5M 13k 350.71
Franklin Dynamic Municipal Bond Etf Etf (FLMI) 0.6 $4.5M 181k 24.87
Ishares S&p 500 Index Etf (IVV) 0.6 $4.0M 5.8k 684.97
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $3.8M 7.5k 502.63
Netflix Stock (NFLX) 0.5 $3.8M 40k 93.76
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.5 $3.7M 74k 50.59
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.5 $3.7M 52k 72.68
Oracle Corporation Stock (ORCL) 0.5 $3.7M 19k 194.91
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.5 $3.5M 56k 62.47
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) 0.5 $3.5M 5.1k 681.95
Walmart Stock (WMT) 0.5 $3.5M 31k 111.41
Eli Lilly & Co Stock (LLY) 0.5 $3.4M 3.1k 1074.59
Pnc Finl Svcs Group Stock (PNC) 0.5 $3.3M 16k 208.72
Fifth Third Bancorp Stock (FITB) 0.5 $3.3M 71k 46.81
Bank America Corp Stock (BAC) 0.4 $3.2M 57k 55.00
Salesforce Stock (CRM) 0.4 $3.1M 12k 264.92
Merck & Co Stock (MRK) 0.4 $3.0M 29k 105.26
Johnson & Johnson Stock (JNJ) 0.4 $3.0M 14k 206.96
Exxon Mobil Corp Stock (XOM) 0.4 $2.8M 23k 120.34
Palantir Technologies Inc Cl A Stock (PLTR) 0.4 $2.6M 15k 177.75
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.4 $2.6M 34k 75.05
Micron Technology Stock (MU) 0.3 $2.4M 8.6k 285.41
Dimensional International Value Etf Etf (DFIV) 0.3 $2.4M 47k 49.90
Ge Aerospace Stock (GE) 0.3 $2.4M 7.6k 308.03
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.3 $2.3M 94k 24.94
Capital One Financial Corp Stock (COF) 0.3 $2.3M 9.7k 242.35
Citigroup Stock (C) 0.3 $2.2M 19k 116.69
Cisco Sys Stock (CSCO) 0.3 $2.2M 29k 77.03
Hillman Solutions Corp Stock (HLMN) 0.3 $2.2M 253k 8.66
Boeing Stock (BA) 0.3 $2.2M 10k 217.13
Mastercard Stock (MA) 0.3 $2.2M 3.8k 570.88
Wells Fargo & Co Stock (WFC) 0.3 $2.1M 23k 93.20
Chevron Corp Stock (CVX) 0.3 $2.1M 14k 152.40
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 0.3 $2.1M 22k 94.16
Abbvie Stock (ABBV) 0.3 $2.1M 9.1k 228.48
Home Depot Stock (HD) 0.3 $2.0M 5.9k 344.11
Service Now Stock (NOW) 0.3 $1.9M 13k 153.20
Coca Cola Stock (KO) 0.3 $1.9M 27k 69.91
Conocophillips Stock (COP) 0.3 $1.9M 20k 93.61
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.3 $1.9M 12k 160.97
Us Bancorp Del Stock (USB) 0.3 $1.8M 34k 53.36
Invesco S&p International Developed High Quality Etf Etf (IDHQ) 0.2 $1.7M 49k 35.15
Advanced Micro Devices Stock (AMD) 0.2 $1.7M 7.9k 214.16
Mcdonalds Corp Stock (MCD) 0.2 $1.7M 5.5k 305.65
Intl Business Machines Stock (IBM) 0.2 $1.7M 5.7k 296.23
Philip Morris Intl Stock (PM) 0.2 $1.6M 10k 160.40
Union Pac Corp Stock (UNP) 0.2 $1.6M 7.1k 231.32
Disney Walt Stock (DIS) 0.2 $1.6M 14k 113.77
Tjx Cos Stock (TJX) 0.2 $1.6M 11k 153.61
Snap On Stock (SNA) 0.2 $1.6M 4.7k 344.60
Qualcomm Stock (QCOM) 0.2 $1.6M 9.5k 171.04
Nike Inc Class B Stock (NKE) 0.2 $1.6M 25k 63.71
Powershares Qqq Tr Etf (QQQ) 0.2 $1.6M 2.6k 614.31
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) 0.2 $1.6M 33k 48.72
Caterpillar Stock (CAT) 0.2 $1.6M 2.8k 572.88
Spdr Gold Etf Etf (GLD) 0.2 $1.5M 3.9k 396.28
Ge Vernova Stock (GEV) 0.2 $1.5M 2.3k 653.64
Rtx Corporation Stock (RTX) 0.2 $1.5M 8.3k 183.41
Airbnb Inc Com Cl A Stock (ABNB) 0.2 $1.5M 11k 135.72
Charles Schwab Corp Stock (SCHW) 0.2 $1.5M 15k 99.91
Goldman Sachs Group Stock (GS) 0.2 $1.5M 1.7k 878.91
Dimensional International Small Cap Value Etf Etf (DISV) 0.2 $1.5M 39k 38.00
Costco Wholesale Corp Stock (COST) 0.2 $1.5M 1.7k 862.23
Fiserv Stock (FI) 0.2 $1.4M 22k 67.17
Applied Matls Stock (AMAT) 0.2 $1.4M 5.6k 256.98
Deere & Co Stock (DE) 0.2 $1.4M 3.1k 465.56
Phillips 66 Stock (PSX) 0.2 $1.4M 11k 129.04
Intercontinental Exchange Stock (ICE) 0.2 $1.4M 8.5k 161.96
Delta Air Lines Inc Del Cmn Stock (DAL) 0.2 $1.4M 20k 69.40
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.2 $1.4M 26k 52.41
General Motors Corp Stock (GM) 0.2 $1.4M 17k 81.32
Bristol-myers Squibb Stock (BMY) 0.2 $1.4M 25k 53.94
Vertex Pharmaceuticals In Stock (VRTX) 0.2 $1.3M 3.0k 453.29
Elevance Health Inc Formerly A Stock (ELV) 0.2 $1.3M 3.8k 350.53
Keurig Dr Pepper Stock (KDP) 0.2 $1.3M 47k 28.01
Discovery Hldg Stock (WBD) 0.2 $1.3M 45k 28.82
Columbia Em Core Ex-china Etf Etf (XCEM) 0.2 $1.3M 33k 38.36
Cintas Corp Stock (CTAS) 0.2 $1.3M 6.8k 188.07
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.2 $1.3M 21k 59.54
Kimball Electronics Stock (KE) 0.2 $1.3M 45k 27.82
Chubb Stock (CB) 0.2 $1.3M 4.0k 312.14
Iqvia Hldgs Stock (IQV) 0.2 $1.3M 5.6k 225.39
Willis Towers Watson Stock (WTW) 0.2 $1.3M 3.8k 328.61
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $1.2M 25k 50.29
Lam Research Corp Stock (LRCX) 0.2 $1.2M 7.2k 171.17
Pepsico Stock (PEP) 0.2 $1.2M 8.5k 143.52
Corteva Stock (CTVA) 0.2 $1.2M 18k 67.03
Thermo Fisher Scientific Stock (TMO) 0.2 $1.2M 2.1k 579.34
Intuitive Surgical Stock (ISRG) 0.2 $1.2M 2.1k 566.47
Targa Res Corp Stock (TRGP) 0.2 $1.2M 6.4k 184.51
American Intl Group Stock (AIG) 0.2 $1.2M 14k 85.55
Abbott Labs Stock (ABT) 0.2 $1.1M 9.1k 125.29
Monster Beverage Corp Stock (MNST) 0.2 $1.1M 15k 76.67
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.2 $1.1M 11k 102.42
Vanguard Mega Cap Growth Etf Etf (MGK) 0.2 $1.1M 2.7k 412.73
Ge Healthcare Technologies Stock (GEHC) 0.2 $1.1M 13k 82.02
Regeneron Pharmaceuticals Stock (REGN) 0.1 $1.1M 1.4k 771.77
Ally Finl Stock (ALLY) 0.1 $1.1M 24k 45.29
Motorola Solutions Stock (MSI) 0.1 $1.1M 2.8k 383.36
Intuit Stock (INTU) 0.1 $1.1M 1.6k 662.52
Autodesk Stock (ADSK) 0.1 $1.1M 3.6k 295.97
Marathon Pete Corp Stock (MPC) 0.1 $1.0M 6.4k 162.63
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA) 0.1 $1.0M 475.00 2146.23
Amgen Stock (AMGN) 0.1 $1.0M 3.1k 327.31
American Express Stock (AXP) 0.1 $996k 2.7k 369.99
Truist Finl Corp Stock (TFC) 0.1 $994k 20k 49.21
Starbucks Corp Stock (SBUX) 0.1 $985k 12k 84.21
Nasdaq Stk Mkt Stock (NDAQ) 0.1 $950k 9.8k 97.13
Morgan Stanley Stock (MS) 0.1 $948k 5.3k 177.52
Royal Bank Of Canada Stock (RY) 0.1 $943k 5.5k 170.50
Analog Devices Stock (ADI) 0.1 $940k 3.5k 271.24
Dover Corp Stock (DOV) 0.1 $891k 4.6k 195.24
Invesco International Dividend Achievers Etf Etf (PID) 0.1 $889k 40k 22.00
Allstate Corp Stock (ALL) 0.1 $881k 4.2k 208.16
Comcast Corp New Cl A Stock (CMCSA) 0.1 $872k 29k 29.89
Equifax Stock (EFX) 0.1 $871k 4.0k 217.00
Reinsurance Grp Of America Stock (RGA) 0.1 $870k 4.3k 203.48
Zimmer Hldgs Stock (ZBH) 0.1 $864k 9.6k 89.92
Nextera Energy Stock (NEE) 0.1 $852k 11k 80.28
Eaton Corp Stock (ETN) 0.1 $851k 2.7k 318.55
Duke Energy Corp Stock (DUK) 0.1 $850k 7.2k 117.22
Lululemon Athletica Stock (LULU) 0.1 $845k 4.1k 207.79
Booking Holdings Stock (BKNG) 0.1 $840k 157.00 5351.71
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $838k 1.8k 473.27
Linde Stock (LIN) 0.1 $819k 1.9k 426.45
Pfizer Stock (PFE) 0.1 $814k 33k 24.90
Automatic Data Processing Stock (ADP) 0.1 $814k 3.2k 257.23
Lowes Cos Stock (LOW) 0.1 $810k 3.4k 241.13
Palo Alto Networks Stock (PANW) 0.1 $809k 4.4k 184.20
Xcel Energy Stock (XEL) 0.1 $807k 11k 73.86
Intel Corp Stock (INTC) 0.1 $806k 22k 36.90
Parker-hannifin Corp Stock (PH) 0.1 $805k 916.00 879.22
Chicago Mercantile Hldgs Stock (CME) 0.1 $803k 2.9k 273.08
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $799k 4.8k 167.94
Newmont Corp Stock (NEM) 0.1 $794k 8.0k 99.85
Verizon Communications Stock (VZ) 0.1 $790k 19k 40.73
At&t Stock (T) 0.1 $788k 32k 24.84
Unitedhealth Group Stock (UNH) 0.1 $766k 2.3k 330.07
Cbre Group Inc A Stock (CBRE) 0.1 $758k 4.7k 160.78
Texas Instrs Stock (TXN) 0.1 $755k 4.4k 173.51
General Dynamics Corp Stock (GD) 0.1 $751k 2.2k 336.60
Uber Technologies Stock (UBER) 0.1 $750k 9.2k 81.71
O Reilly Automotive Stock (ORLY) 0.1 $746k 8.2k 91.21
Eog Resources Stock (EOG) 0.1 $742k 7.1k 105.00
Aercap Holdings N V Stock (AER) 0.1 $740k 5.1k 143.76
Macys Stock (M) 0.1 $738k 34k 22.05
Zoom Communications Inc Cl A Stock (ZM) 0.1 $723k 8.4k 86.29
Blackrock Stock (BLK) 0.1 $718k 671.00 1070.36
S&p Global Stock (SPGI) 0.1 $717k 1.4k 522.70
Te Connectivity Stock (TEL) 0.1 $711k 3.1k 227.48
Enbridge Stock (ENB) 0.1 $707k 15k 47.83
Progressive Corp Stock (PGR) 0.1 $700k 3.1k 227.74
Global Payments Stock (GPN) 0.1 $699k 9.0k 77.40
State Str Corp Stock (STT) 0.1 $697k 5.4k 129.01
Carlyle Group Stock (CG) 0.1 $691k 12k 59.11
Kla-tencor Corp Stock (KLAC) 0.1 $689k 567.00 1215.75
Agnico Eagle Mines Stock (AEM) 0.1 $678k 4.0k 169.53
Medtronic Stock (MDT) 0.1 $675k 7.0k 96.06
Adobe Sys Stock (ADBE) 0.1 $674k 1.9k 349.94
Ishares Aggregate Bond Etf Etf (AGG) 0.1 $673k 6.7k 99.88
Fedex Corp Stock (FDX) 0.1 $672k 2.3k 288.87
Mckesson Corp Stock (MCK) 0.1 $669k 816.00 819.83
Thor Inds Stock (THO) 0.1 $648k 6.3k 102.66
Paypal Hldgs Stock (PYPL) 0.1 $636k 11k 58.38
Ford Motor Company Stock (F) 0.1 $635k 48k 13.12
Cleanspark Stock (CLSK) 0.1 $634k 63k 10.12
Ubs Ag New F Stock (UBS) 0.1 $629k 14k 46.31
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.1 $627k 14k 45.05
Amrize Stock (AMRZ) 0.1 $626k 12k 54.08
Huntington Bancshares Stock (HBAN) 0.1 $616k 36k 17.35
Royal Carribbean Cruises Stock (RCL) 0.1 $609k 2.2k 278.89
Honeywell Intl Stock (HON) 0.1 $603k 3.1k 195.08
Accenture Ltd Bermuda Cl A Stock (ACN) 0.1 $602k 2.2k 268.28
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $602k 7.6k 78.81
Gilead Sciences Stock (GILD) 0.1 $595k 4.8k 122.75
Ishares Silver Trust Etf Etf (SLV) 0.1 $591k 9.2k 64.42
United Parcel Service Stock (UPS) 0.1 $575k 5.8k 99.20
M & T Bk Corp Stock (MTB) 0.1 $561k 2.8k 201.49
Danaher Corp Stock (DHR) 0.1 $559k 2.4k 228.95
Expedia Inc Del Stock (EXPE) 0.1 $551k 1.9k 283.31
Yum! Brands Stock (YUM) 0.1 $550k 3.6k 151.27
Ishares Dj Us Technology Etf (IYW) 0.1 $547k 2.7k 199.68
Cleveland-cliffs Stock (CLF) 0.1 $546k 41k 13.28
Altria Group Stock (MO) 0.1 $546k 9.5k 57.66
Dominion Resources Stock (D) 0.1 $542k 9.3k 58.59
Marriott Intl Stock (MAR) 0.1 $536k 1.7k 310.18
Freeport Mcmoran Copper Stock (FCX) 0.1 $534k 11k 50.79
Bank Of Montreal Stock (BMO) 0.1 $532k 4.1k 129.79
Amphenol Corp Cl A Stock (APH) 0.1 $532k 3.9k 135.12
Vanguard S&p 500 Etf Etf (VOO) 0.1 $522k 832.00 627.07
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.1 $503k 11k 46.59
Illumina Stock (ILMN) 0.1 $500k 3.8k 131.16
Charter Communications Inc New Cl A Stock (CHTR) 0.1 $499k 2.4k 208.75
Trane Technologies Stock (TT) 0.1 $497k 1.3k 389.34
Lockheed Martin Corp Stock (LMT) 0.1 $484k 1.0k 483.90
Moodys Corp Stock (MCO) 0.1 $482k 944.00 510.84
Totalenergies Se Act Stock (TTE) 0.1 $482k 7.4k 65.42
Arista Networks Stock (ANET) 0.1 $482k 3.7k 131.01
Masco Corp Stock (MAS) 0.1 $479k 7.6k 63.46
Target Corp Stock (TGT) 0.1 $478k 4.9k 97.76
Constellation Energy Corp Stock (CEG) 0.1 $478k 1.4k 353.23
Bank New York Mellon Corp Stock (BK) 0.1 $477k 4.1k 116.10
Centene Corp Del Stock (CNC) 0.1 $477k 12k 41.15
Aon Corp Stock (AON) 0.1 $475k 1.3k 352.92
T-mobile Us Stock (TMUS) 0.1 $474k 2.3k 203.01
Kroger Stock (KR) 0.1 $474k 7.6k 62.48
Boston Scientific Corp Stock (BSX) 0.1 $473k 5.0k 95.36
Pg&e Corp Stock (PCG) 0.1 $470k 29k 16.07
Toronto Dominion Bank Stock (TD) 0.1 $469k 5.0k 94.20
American Airls Group Stock (AAL) 0.1 $466k 30k 15.33
Cummins Stock (CMI) 0.1 $461k 904.00 510.32
Travelers Companies Stock (TRV) 0.1 $461k 1.6k 290.15
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.1 $456k 6.0k 76.23
Fortune Brands Innovations Stock (FBIN) 0.1 $453k 9.0k 50.02
3M Stock (MMM) 0.1 $448k 2.8k 160.10
Atlassian Corporation Cl A Stock (TEAM) 0.1 $447k 2.8k 162.14
HP Stock (HPQ) 0.1 $447k 20k 22.28
Dell Technologies Inc Cl C Stock (DELL) 0.1 $446k 3.5k 125.89
Cdw Corp Stock (CDW) 0.1 $436k 3.2k 136.20
Southern Stock (SO) 0.1 $435k 5.0k 87.20
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $430k 6.5k 66.00
Canadian Pacific Kansas City Stock (CP) 0.1 $429k 5.8k 73.63
Stryker Corp Stock (SYK) 0.1 $425k 1.2k 351.47
Synopsys Stock (SNPS) 0.1 $424k 903.00 469.93
Expeditors Intl Wash Stock (EXPD) 0.1 $424k 2.8k 149.01
Cadence Design System Stock (CDNS) 0.1 $422k 1.4k 312.48
Chipotle Mexican Grill Stock (CMG) 0.1 $418k 11k 37.00
Genuine Parts Stock (GPC) 0.1 $415k 3.4k 122.97
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $415k 3.4k 120.96
Cnh Indl N V Stock (CNH) 0.1 $413k 45k 9.22
Corebridge Finl Stock (CRBG) 0.1 $412k 14k 30.17
Hca Stock (HCA) 0.1 $410k 879.00 466.86
Pinnacle Finl Partners Stock (PNFP) 0.1 $409k 4.3k 95.41
Cabot Oil & Gas Cp Stock (CTRA) 0.1 $407k 16k 26.32
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $403k 15k 27.43
Sherwin Williams Stock (SHW) 0.1 $402k 1.2k 324.10
Cencora Stock (COR) 0.1 $399k 1.2k 337.70
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.1 $393k 5.3k 74.17
Comfort Sys Usa Stock (FIX) 0.1 $393k 421.00 933.29
Ross Stores Stock (ROST) 0.1 $393k 2.2k 180.12
American Elec Pwr Stock (AEP) 0.1 $387k 3.4k 115.30
Edison Intl Stock (EIX) 0.1 $386k 6.4k 60.02
Eastman Chemical Stock (EMN) 0.1 $386k 6.0k 63.83
Ecolab Stock (ECL) 0.1 $385k 1.5k 262.55
Northrop Grumman Corp Stock (NOC) 0.1 $384k 674.00 569.96
Jb Hunt Transport Services Stock (JBHT) 0.1 $383k 2.0k 194.34
Norfolk Southern Crp Stock (NSC) 0.1 $383k 1.3k 288.74
Cardinal Health Stock (CAH) 0.1 $381k 1.9k 205.48
Constellation Brands Inc Cl A Stock (STZ) 0.1 $381k 2.8k 137.97
Belden Cdt Stock (BDC) 0.1 $376k 3.2k 116.55
Conagra Brands Stock (CAG) 0.1 $376k 22k 17.31
Ishares Tr Russell Midcap Index Etf (IWR) 0.1 $374k 3.9k 96.27
Barrick Gold Corp F Stock (B) 0.1 $373k 8.6k 43.55
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.1 $373k 8.1k 45.89
Waste Management Stock (WM) 0.1 $367k 1.7k 219.71
Hilton Worldwide Hldgs Stock (HLT) 0.1 $364k 1.3k 287.35
Sei Investments Stock (SEIC) 0.1 $364k 4.4k 82.02
Docusign Stock (DOCU) 0.1 $363k 5.3k 68.40
Archer Daniels Midland Stock (ADM) 0.1 $363k 6.3k 57.49
Air Prods & Chems Stock (APD) 0.1 $363k 1.5k 247.10
Ciena Corp Stock (CIEN) 0.1 $362k 1.5k 233.87
Global X Artificial Intelligence & Technology Etf Etf (AIQ) 0.0 $361k 7.1k 50.86
RH Stock (RH) 0.0 $358k 2.0k 179.15
Huntington Ingalls Inds Stock (HII) 0.0 $355k 1.0k 340.07
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.0 $355k 3.6k 97.80
Seagate Technology Stock (STX) 0.0 $355k 1.3k 275.39
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $354k 9.8k 36.23
Firstenergy Corp Stock (FE) 0.0 $348k 7.8k 44.77
Vanguard Mid Cap Etf (VO) 0.0 $345k 1.2k 290.18
Steris Plc Shs Usd Stock (STE) 0.0 $344k 1.4k 253.45
Norwegian Cruise Line Hldgs Ltd Shs Isin#bmg667211 Stock (NCLH) 0.0 $343k 15k 22.32
C H Robinson Worldwide Stock (CHRW) 0.0 $339k 2.1k 160.73
Electronics Arts Stock (EA) 0.0 $335k 1.6k 204.35
Global X Fintech Etf Etf (FINX) 0.0 $334k 11k 29.43
Natera Stock (NTRA) 0.0 $330k 1.4k 229.09
Apa Corporation Stock (APA) 0.0 $330k 14k 24.46
First Finl Bancorp Oh Stock (FFBC) 0.0 $329k 13k 25.02
Synovus Finl Corp Stock (SNV) 0.0 $329k 6.6k 50.05
Factset Resh Sys Stock (FDS) 0.0 $328k 1.1k 290.27
Bank Of Nova Scotia Cmn Stock (BNS) 0.0 $326k 4.4k 73.69
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $323k 690.00 468.67
Vanguard Growth Etf Etf (VUG) 0.0 $319k 654.00 487.86
Emerson Elec Stock (EMR) 0.0 $315k 2.4k 132.74
Deutsche Bank A G Namen Akt Stock (DB) 0.0 $313k 8.1k 38.56
Ameriprise Finl Stock (AMP) 0.0 $308k 628.00 490.01
Marsh & Mclennan Cos Stock 0.0 $308k 1.7k 185.50
Csx Corp Stock (CSX) 0.0 $308k 8.5k 36.25
Consolidated Edison Stock (ED) 0.0 $306k 3.1k 99.31
Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY) 0.0 $304k 14k 21.59
Tenet Healthcare Corp Stock (THC) 0.0 $303k 1.5k 198.72
Ishares Russell 3000 Etf Etf (IWV) 0.0 $300k 775.00 386.85
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB) 0.0 $294k 5.7k 51.80
Dollar Gen Corp Stock (DG) 0.0 $293k 2.2k 132.75
Mueller Inds Stock (MLI) 0.0 $292k 2.5k 114.78
Williams Cos Stock (WMB) 0.0 $290k 4.8k 60.11
Medpace Hldgs Stock (MEDP) 0.0 $290k 516.00 561.31
Howmet Aerospace Stock (HWM) 0.0 $288k 1.4k 205.05
Public Svc Enterprise Grp Stock (PEG) 0.0 $288k 3.6k 80.30
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE) 0.0 $287k 1.6k 177.35
Aflac Stock (AFL) 0.0 $283k 2.6k 110.27
Take-two Interactivesoftwre Stock (TTWO) 0.0 $280k 1.1k 256.03
Eqt Corp Stock (EQT) 0.0 $280k 5.2k 53.60
Verisign Stock (VRSN) 0.0 $280k 1.2k 242.95
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $275k 1.3k 210.34
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.0 $275k 2.3k 120.18
Columbia International Equity Income Etf Etf (INEQ) 0.0 $273k 7.3k 37.27
Cincinnati Finl Corp Stock (CINF) 0.0 $272k 1.7k 163.32
Quest Diagnostics Stock (DGX) 0.0 $272k 1.6k 173.56
The Cigna Group Stock (CI) 0.0 $268k 975.00 275.22
Cvs Health Corp Stock (CVS) 0.0 $268k 3.4k 79.37
Defiance Quantum Etf Etf (QTUM) 0.0 $267k 2.4k 109.66
Las Vegas Sands Corp Stock (LVS) 0.0 $267k 4.1k 65.09
United Rentals Stock (URI) 0.0 $260k 322.00 808.52
Synchrony Financial Stock (SYF) 0.0 $259k 3.1k 83.43
Waste Connections Stock (WCN) 0.0 $259k 1.5k 175.37
Centerpoint Energy Stock (CNP) 0.0 $257k 6.7k 38.34
Global X Cloud Computing Etf Etf (CLOU) 0.0 $257k 11k 22.62
Slb Limited Com Stk Stock (SLB) 0.0 $256k 6.7k 38.38
Kinder Morgan Stock (KMI) 0.0 $255k 9.3k 27.49
Ameren Corp Stock (AEE) 0.0 $255k 2.6k 99.86
Dow Stock (DOW) 0.0 $254k 11k 23.38
Western Digital Corp Stock (WDC) 0.0 $253k 1.5k 172.27
Nrg Energy Stock (NRG) 0.0 $252k 1.6k 159.25
Vanguard Mid Cap Growth Etf Etf (VOT) 0.0 $252k 901.00 279.14
Incyte Corp Stock (INCY) 0.0 $250k 2.5k 98.77
Applovin Corp Com Cl A Stock (APP) 0.0 $248k 369.00 673.04
Msci Stock (MSCI) 0.0 $246k 428.00 574.08
Block Inc Cl A Stock (XYZ) 0.0 $246k 3.8k 65.08
Oneok Stock (OKE) 0.0 $242k 3.3k 73.50
Hartford Finl Svcs Group Stock (HIG) 0.0 $241k 1.7k 137.82
Entergy Corp Stock (ETR) 0.0 $240k 2.6k 92.44
Hewlett Packard Enterprise Stock (HPE) 0.0 $237k 9.9k 24.02
Nu Hldgs Ltd Ord Shs Cl A Stock (NU) 0.0 $235k 14k 16.74
Quanta Services Stock (PWR) 0.0 $233k 553.00 421.98
Wabtec Stock (WAB) 0.0 $233k 1.1k 213.43
Elastic N V Ord Stock (ESTC) 0.0 $232k 3.1k 75.44
Marketaxess Holdings Stock (MKTX) 0.0 $228k 1.3k 181.25
Neurocrine Biosciences Stock (NBIX) 0.0 $227k 1.6k 141.83
Autozone Inc Nev Stock (AZO) 0.0 $225k 66.00 3404.35
Canadian Natural Resources Stock (CNQ) 0.0 $224k 6.6k 33.85
Baker Hughes Stock (BKR) 0.0 $224k 4.9k 45.54
Nxp Semiconductors Nv Stock (NXPI) 0.0 $224k 1.0k 216.98
Exelixis Stock (EXEL) 0.0 $223k 5.1k 43.83
Tyson Foods Inc Cl A Stock (TSN) 0.0 $223k 3.8k 58.62
Biomarin Pharmaceutical Stock (BMRN) 0.0 $222k 3.7k 59.43
Roper Technologies Stock (ROP) 0.0 $222k 498.00 445.16
Transdigm Group Inc Com Delaware Stock (TDG) 0.0 $222k 167.00 1326.98
Doordash Inc Cl A Stock (DASH) 0.0 $221k 974.00 226.59
Whirlpool Corp Stock (WHR) 0.0 $219k 3.0k 72.14
Workday Stock (WDAY) 0.0 $219k 1.0k 214.80
Fortinet Stock (FTNT) 0.0 $217k 2.7k 79.42
Turning Pt Brands Stock (TPB) 0.0 $217k 2.0k 108.40
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $213k 4.0k 53.84
Gallagher Arthur J &co Stock (AJG) 0.0 $213k 821.00 258.82
Technipfmc Stock (FTI) 0.0 $211k 4.7k 44.56
Cboe Global Mkts Stock (CBOE) 0.0 $211k 840.00 251.00
Dimensional Core Fixed Income Etf Etf (DFCF) 0.0 $209k 4.9k 42.56
Manulife Finl Corp Stock (MFC) 0.0 $208k 5.7k 36.28
Borg Warner Automotive Stock (BWA) 0.0 $202k 4.5k 45.06
Valero Energy Corp Stock (VLO) 0.0 $202k 1.2k 162.84
Optical Cable Corp Stock (OCC) 0.0 $193k 43k 4.45
Adt Corp Stock (ADT) 0.0 $181k 22k 8.07
Immunitybio Stock (IBRX) 0.0 $152k 77k 1.98
Viatris Stock (VTRS) 0.0 $137k 11k 12.45
Digital Turbine Stock (APPS) 0.0 $96k 19k 5.00