Legacy Financial Advisors

Legacy Financial Advisors as of March 31, 2026

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 404 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 8.9 $64M 722k 87.84
Franklin International Core Dividend Tilt Index Fund Etf (DIVI) 4.7 $34M 853k 39.81
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 3.4 $24M 169k 142.43
Apple Stock (AAPL) 3.0 $22M 85k 253.79
Nvidia Corp Stock (NVDA) 3.0 $21M 123k 174.40
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 3.0 $21M 226k 94.73
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 3.0 $21M 814k 26.20
Freedom 100 Emerging Markets Etf Etf (FRDM) 3.0 $21M 387k 54.65
Wisdomtree U.s. Quality Growth Fund Etf (QGRW) 2.5 $18M 333k 53.43
Microsoft Stock (MSFT) 1.8 $13M 35k 370.17
Procter & Gamble Stock (PG) 1.8 $13M 87k 144.44
Natixis Gateway Quality Income Etf Etf (GQI) 1.6 $12M 210k 54.85
Jpmorgan Municipal Etf Etf (JMUB) 1.6 $11M 226k 49.99
Victoryshares Free Cash Flow Etf Etf (VFLO) 1.5 $10M 263k 39.48
Ishares Core Dividend Growth Etf Etf (DGRO) 1.4 $10M 146k 70.18
Jpmorgan Chase & Co Stock (JPM) 1.4 $10M 34k 294.16
Google Stock (GOOGL) 1.4 $9.9M 35k 287.56
Amazon.com Stock (AMZN) 1.4 $9.7M 47k 208.27
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.2 $8.4M 29k 286.86
Meta Platforms Inc Cl A Stock (META) 0.9 $6.6M 12k 572.15
Avago Technologies Stock (AVGO) 0.8 $6.0M 19k 309.51
Tesla Motors Stock (TSLA) 0.8 $6.0M 16k 371.74
Vanguard Total Stk Mkt Etf (VTI) 0.8 $5.7M 18k 320.82
Netflix Stock (NFLX) 0.7 $4.9M 51k 96.15
Ishares Core Msci Eafe Etf Etf (IEFA) 0.7 $4.7M 52k 90.53
Franklin Dynamic Municipal Bond Etf Etf (FLMI) 0.7 $4.7M 190k 24.79
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.6 $4.3M 39k 109.69
Exxon Mobil Corp Stock (XOM) 0.6 $4.0M 24k 169.66
Visa Stock (V) 0.6 $4.0M 13k 302.25
Walmart Stock (WMT) 0.5 $3.9M 32k 124.28
Ishares S&p 500 Index Etf (IVV) 0.5 $3.9M 6.0k 653.16
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.5 $3.8M 75k 50.61
Johnson & Johnson Stock (JNJ) 0.5 $3.7M 15k 244.43
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $3.7M 7.6k 479.18
Merck & Co Stock (MRK) 0.5 $3.4M 28k 120.29
Pnc Finl Svcs Group Stock (PNC) 0.5 $3.3M 16k 208.09
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.5 $3.3M 52k 64.08
Fifth Third Bancorp Stock (FITB) 0.5 $3.3M 71k 46.46
Micron Technology Stock (MU) 0.4 $3.2M 9.4k 337.84
Oracle Corporation Stock (ORCL) 0.4 $3.0M 20k 147.11
Chevron Corporation Stock (CVX) 0.4 $2.9M 14k 206.90
Eli Lilly & Co Stock (LLY) 0.4 $2.9M 3.2k 919.70
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.4 $2.9M 39k 75.19
Bank Of Amer Corp Stock (BAC) 0.4 $2.7M 55k 48.75
State Street Spdr S&p 500 Etf Etf (SPY) 0.4 $2.6M 4.0k 650.30
Dimensional International Value Etf Etf (DFIV) 0.4 $2.6M 49k 52.78
Cisco Sys Stock (CSCO) 0.3 $2.5M 32k 77.59
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.3 $2.4M 30k 78.66
Conocophillips Stock (COP) 0.3 $2.4M 18k 132.00
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.3 $2.3M 93k 24.80
Applied Matls Stock (AMAT) 0.3 $2.3M 6.7k 341.81
Ge Aerospace Stock (GE) 0.3 $2.3M 8.0k 283.77
Ge Vernova Stock (GEV) 0.3 $2.2M 2.5k 873.00
Citigroup Stock (C) 0.3 $2.2M 19k 113.41
Palantir Technologies Inc Cl A Stock (PLTR) 0.3 $2.1M 15k 146.28
Salesforce Stock (CRM) 0.3 $2.1M 11k 186.68
Coca Cola Stock (KO) 0.3 $2.1M 28k 76.05
Hillman Solutions Corp Stock (HLMN) 0.3 $2.1M 253k 8.32
Boeing Stock (BA) 0.3 $2.0M 10k 199.03
Caterpillar Stock (CAT) 0.3 $2.0M 2.8k 708.48
Abbvie Stock (ABBV) 0.3 $2.0M 9.1k 217.48
Advanced Micro Devices Stock (AMD) 0.3 $2.0M 9.7k 203.43
Lam Research Corp Stock (LRCX) 0.3 $2.0M 9.2k 213.65
Home Depot Stock (HD) 0.3 $1.9M 5.8k 328.90
Costco Wholesale Corp Stock (COST) 0.3 $1.9M 1.9k 996.33
Mastercard Stock (MA) 0.3 $1.9M 3.8k 499.66
Us Bancorp Stock (USB) 0.3 $1.9M 36k 52.01
Invesco S&p International Developed High Quality Etf Etf (IDHQ) 0.3 $1.8M 52k 35.37
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) 0.3 $1.8M 36k 50.48
Mcdonalds Corp Stock (MCD) 0.3 $1.8M 5.8k 310.81
Tjx Cos Stock (TJX) 0.2 $1.8M 11k 159.70
Union Pac Corp Stock (UNP) 0.2 $1.8M 7.3k 242.62
Wells Fargo & Co Stock (WFC) 0.2 $1.7M 22k 79.61
Snap On Stock (SNA) 0.2 $1.7M 4.7k 363.22
Airbnb Inc Com Cl A Stock (ABNB) 0.2 $1.7M 13k 126.28
Spdr Gold Etf Etf (GLD) 0.2 $1.7M 3.9k 430.32
Philip Morris Intl Stock (PM) 0.2 $1.7M 10k 165.35
Dimensional International Small Cap Value Etf Etf (DISV) 0.2 $1.6M 42k 39.44
Bristol-myers Squibb Stock (BMY) 0.2 $1.6M 27k 60.65
Rtx Corporation Stock (RTX) 0.2 $1.6M 8.5k 192.91
Phillips 66 Stock (PSX) 0.2 $1.6M 8.5k 182.18
Intl Business Machines Stock (IBM) 0.2 $1.5M 6.4k 242.38
Corteva Stock (CTVA) 0.2 $1.5M 18k 83.71
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.2 $1.5M 24k 62.45
Powershares Qqq Tr Etf (QQQ) 0.2 $1.5M 2.6k 577.09
Goldman Sachs Group Stock (GS) 0.2 $1.5M 1.7k 845.93
Intercontinental Exchange Stock (ICE) 0.2 $1.5M 9.3k 157.28
Capital One Financial Corp Stock (COF) 0.2 $1.4M 7.9k 182.43
Targa Res Corp Stock (TRGP) 0.2 $1.4M 5.7k 250.71
Nike Inc Class B Stock (NKE) 0.2 $1.4M 27k 52.82
Chubb Ltd Switz Stock (CB) 0.2 $1.4M 4.3k 325.96
Vertex Pharmaceuticals In Stock (VRTX) 0.2 $1.4M 3.1k 446.47
Marathon Pete Corp Stock (MPC) 0.2 $1.4M 5.7k 244.19
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.2 $1.4M 11k 118.62
Intel Corp Stock (INTC) 0.2 $1.3M 31k 44.13
Pepsico Stock (PEP) 0.2 $1.3M 8.7k 155.29
Delta Air Lines Inc Del Cmn Stock (DAL) 0.2 $1.3M 20k 66.48
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.2 $1.3M 25k 52.19
Fiserv Stock (FISV) 0.2 $1.3M 24k 55.80
Charles Schwab Corp Stock (SCHW) 0.2 $1.3M 14k 93.98
Analog Devices Stock (ADI) 0.2 $1.3M 4.0k 318.18
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.2 $1.3M 12k 103.37
Linde Stock (LIN) 0.2 $1.3M 2.5k 495.82
Motorola Solutions Stock (MSI) 0.2 $1.2M 2.9k 434.02
Disney Walt Stock (DIS) 0.2 $1.2M 13k 96.38
Verizon Communications Stock (VZ) 0.2 $1.2M 25k 50.20
Regeneron Pharmaceuticals Stock (REGN) 0.2 $1.2M 1.6k 772.56
Amgen Stock (AMGN) 0.2 $1.2M 3.4k 351.85
Starbucks Corp Stock (SBUX) 0.2 $1.2M 13k 89.59
Keurig Dr Pepper Stock (KDP) 0.2 $1.2M 44k 26.33
Cintas Corp Stock (CTAS) 0.2 $1.1M 6.8k 169.13
Willis Towers Watson Stock (WTW) 0.2 $1.1M 3.9k 290.72
Marsh & Mclennan Cos Stock (MRSH) 0.2 $1.1M 6.5k 173.44
General Motors Corp Stock (GM) 0.2 $1.1M 15k 74.50
Pfizer Stock (PFE) 0.2 $1.1M 40k 28.08
Kla-tencor Corp Stock (KLAC) 0.2 $1.1M 754.00 1473.02
Columbia Em Core Ex-china Etf Etf (XCEM) 0.2 $1.1M 27k 40.81
Monster Beverage Corp Stock (MNST) 0.2 $1.1M 15k 72.46
Kimball Electronics Stock (KE) 0.2 $1.1M 45k 23.69
Deere & Co Stock (DE) 0.1 $1.1M 1.9k 563.30
Nextera Energy Stock (NEE) 0.1 $1.1M 11k 92.88
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $1.0M 21k 49.89
Ally Finl Stock (ALLY) 0.1 $1.0M 26k 39.23
American Intl Group Stock (AIG) 0.1 $1.0M 14k 75.25
Wisdomtree True Emerging Markets Fund Etf (XC) 0.1 $1.0M 33k 31.20
At&t Stock (T) 0.1 $1.0M 35k 28.99
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 0.1 $1.0M 11k 92.74
Elevance Health Inc Formerly A Stock (ELV) 0.1 $1.0M 3.5k 292.74
Accenture Ltd Bermuda Cl A Stock (ACN) 0.1 $987k 5.0k 198.28
Honeywell Intl Stock (HON) 0.1 $976k 4.3k 226.03
Thermo Fisher Scientific Stock (TMO) 0.1 $973k 2.0k 491.44
Comcast Corp New Cl A Stock (CMCSA) 0.1 $972k 34k 28.71
Duke Energy Corp Stock (DUK) 0.1 $968k 7.4k 130.95
Intuitive Surgical Stock (ISRG) 0.1 $966k 2.1k 461.08
American Express Stock (AXP) 0.1 $960k 3.2k 302.44
Qualcomm Stock (QCOM) 0.1 $955k 7.4k 128.78
Morgan Stanley Stock (MS) 0.1 $953k 5.8k 164.57
Dover Corp Stock (DOV) 0.1 $952k 4.6k 208.45
Reinsurance Group Amer Stock (RGA) 0.1 $937k 4.6k 204.14
Eaton Corp Stock (ETN) 0.1 $930k 2.6k 357.72
Truist Finl Corp Stock (TFC) 0.1 $928k 20k 45.97
Texas Instrs Stock (TXN) 0.1 $928k 4.8k 194.15
Fedex Corp Stock (FDX) 0.1 $927k 2.6k 356.20
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA) 0.1 $918k 487.00 1884.71
Vanguard Mega Cap Growth Etf Etf (MGK) 0.1 $909k 2.5k 367.42
Zimmer Hldgs Stock (ZBH) 0.1 $897k 9.9k 90.42
Royal Bank Of Canada Stock (RY) 0.1 $894k 5.5k 161.79
Newmont Corp Stock (NEM) 0.1 $894k 8.3k 108.25
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $890k 11k 78.41
Allstate Corp Stock (ALL) 0.1 $890k 4.3k 207.35
Adobe Sys Stock (ADBE) 0.1 $885k 3.6k 243.06
Ge Healthcare Technologies Stock (GEHC) 0.1 $880k 12k 71.18
Xcel Energy Stock (XEL) 0.1 $875k 11k 79.44
Eog Resources Stock (EOG) 0.1 $873k 6.0k 144.57
Invesco International Dividend Achievers Etf Etf (PID) 0.1 $857k 39k 22.25
Parker-hannifin Corp Stock (PH) 0.1 $855k 955.00 895.49
Autodesk Stock (ADSK) 0.1 $839k 3.5k 239.37
Iqvia Hldgs Stock (IQV) 0.1 $839k 4.9k 170.52
Chicago Mercantile Hldgs Stock (CME) 0.1 $824k 2.8k 295.39
Lowes Cos Stock (LOW) 0.1 $822k 3.5k 236.25
Equifax Stock (EFX) 0.1 $806k 4.5k 180.09
S&p Global Stock (SPGI) 0.1 $805k 1.9k 425.40
Booking Holdings Stock (BKNG) 0.1 $804k 191.00 4207.98
Agnico Eagle Mines Stock (AEM) 0.1 $773k 3.8k 202.98
Blackrock Stock (BLK) 0.1 $767k 797.00 961.76
Gilead Sciences Stock (GILD) 0.1 $766k 5.5k 139.38
Nasdaq Stk Mkt Stock (NDAQ) 0.1 $765k 9.0k 84.89
Abbott Laboratories Stock (ABT) 0.1 $756k 7.4k 102.67
Lululemon Athletica Stock (LULU) 0.1 $743k 4.9k 153.09
Aercap Holdings N V Stock (AER) 0.1 $741k 5.4k 137.18
Totalenergies Se Act Stock (TTE) 0.1 $740k 8.1k 90.98
O Reilly Automotive Stock (ORLY) 0.1 $739k 8.0k 92.31
Mckesson Corp Stock (MCK) 0.1 $739k 854.00 864.89
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $738k 4.8k 155.11
Enbridge Stock (ENB) 0.1 $737k 14k 54.14
Roper Technologies Stock (ROP) 0.1 $732k 2.1k 353.87
General Dynamics Corp Stock (GD) 0.1 $710k 2.1k 343.15
State Str Corp Stock (STT) 0.1 $700k 5.5k 126.56
Service Now Stock (NOW) 0.1 $699k 6.7k 104.56
Lockheed Martin Corp Stock (LMT) 0.1 $697k 1.2k 604.16
Global Payments Stock (GPN) 0.1 $692k 10k 67.30
Arista Networks Stock (ANET) 0.1 $684k 5.6k 122.77
Dow Hldgs Stock (DOW) 0.1 $669k 16k 41.65
Unitedhealth Group Stock (UNH) 0.1 $668k 2.5k 270.56
Royal Carribbean Cruises Stock (RCL) 0.1 $661k 2.4k 275.16
Freeport Mcmoran Copper Stock (FCX) 0.1 $649k 11k 58.78
Comfort Sys Usa Stock (FIX) 0.1 $648k 470.00 1378.99
Intuit Stock (INTU) 0.1 $638k 1.5k 432.45
Discovery Hldg Stock (WBD) 0.1 $638k 23k 27.46
Uber Technologies Stock (UBER) 0.1 $630k 8.8k 71.93
Carlyle Group Stock (CG) 0.1 $629k 13k 48.39
Yum! Brands Stock (YUM) 0.1 $624k 4.0k 155.48
Immunitybio Stock (IBRX) 0.1 $619k 81k 7.67
Target Corp Stock (TGT) 0.1 $618k 5.1k 121.21
Pg&e Corp Stock (PCG) 0.1 $618k 35k 17.57
Altria Group Stock (MO) 0.1 $616k 9.3k 65.99
Synchrony Financial Stock (SYF) 0.1 $600k 8.8k 68.02
Edison Intl Stock (EIX) 0.1 $598k 8.2k 73.18
Marriott Intl Stock (MAR) 0.1 $597k 1.8k 327.01
Te Connectivity Stock (TEL) 0.1 $595k 2.8k 209.00
Automatic Data Processing Stock (ADP) 0.1 $591k 2.9k 203.18
Macys Stock (M) 0.1 $588k 33k 18.09
Amphenol Corp Cl A Stock (APH) 0.1 $585k 4.6k 126.34
M & T Bk Corp Stock (MTB) 0.1 $578k 2.8k 206.73
Huntington Bancshares Stock (HBAN) 0.1 $574k 37k 15.65
T-mobile Us Stock (TMUS) 0.1 $571k 2.7k 210.00
Ford Motor Company Stock (F) 0.1 $569k 49k 11.54
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.1 $568k 13k 45.50
Amrize Stock (AMRZ) 0.1 $567k 10k 56.02
Dominion Resources Stock (D) 0.1 $564k 9.1k 61.82
United Parcel Service Stock (UPS) 0.1 $563k 5.7k 98.39
Seagate Technology Stock (STX) 0.1 $561k 1.4k 391.76
Progressive Corp Stock (PGR) 0.1 $561k 2.8k 198.25
Western Digital Corp Stock (WDC) 0.1 $560k 2.1k 270.49
Pinnacle Finl Partners Stock (PNFP) 0.1 $559k 6.5k 86.14
Ishares Silver Trust Etf Etf (SLV) 0.1 $559k 8.2k 68.14
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $558k 18k 30.68
Cbre Group Inc A Stock (CBRE) 0.1 $556k 4.1k 135.45
Ubs Ag New F Stock (UBS) 0.1 $556k 14k 39.07
Travelers Companies Stock (TRV) 0.1 $556k 1.9k 291.76
Trane Technologies Stock (TT) 0.1 $555k 1.3k 416.88
Southern Stock (SO) 0.1 $553k 5.7k 96.51
Palo Alto Networks Stock (PANW) 0.1 $553k 3.4k 160.32
Raymond James Finl Stock (RJF) 0.1 $548k 3.8k 144.79
Ross Stores Stock (ROST) 0.1 $548k 2.5k 216.61
Kroger Stock (KR) 0.1 $547k 7.6k 72.36
Canadian Pacific Kansas City Stock (CP) 0.1 $543k 6.9k 78.66
Stryker Corp Stock (SYK) 0.1 $542k 1.6k 328.59
Bank Of Montreal Stock (BMO) 0.1 $539k 4.0k 135.34
Dell Technologies Inc Cl C Stock (DELL) 0.1 $537k 3.3k 164.14
Cabot Oil & Gas Cp Stock (CTRA) 0.1 $536k 15k 35.14
Access Treasury 0-1 Year Etf Etf (GBIL) 0.1 $530k 5.3k 100.19
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.1 $523k 11k 48.46
Thor Inds Stock (THO) 0.1 $522k 6.5k 79.89
Cdw Corp Stock (CDW) 0.1 $521k 4.3k 121.03
Toronto Dominion Bank Stock (TD) 0.1 $514k 5.5k 93.31
Cummins Stock (CMI) 0.1 $504k 936.00 537.89
Ishares Dj Us Technology Etf (IYW) 0.1 $497k 2.7k 181.42
Hca Stock (HCA) 0.1 $496k 1.0k 473.24
Charter Communications Inc Cl A Stock (CHTR) 0.1 $494k 2.3k 215.88
Vanguard S&p 500 Etf Etf (VOO) 0.1 $494k 826.00 597.50
Moodys Corp Stock (MCO) 0.1 $490k 1.1k 436.25
Csx Corp Stock (CSX) 0.1 $489k 12k 41.05
Medtronic Stock (MDT) 0.1 $485k 5.6k 86.65
Northrop Grumman Corp Stock (NOC) 0.1 $480k 704.00 681.95
Jb Hunt Transport Services Stock (JBHT) 0.1 $462k 2.2k 211.90
Eastman Chemical Stock (EMN) 0.1 $462k 6.1k 76.32
Ciena Corp Stock (CIEN) 0.1 $462k 1.2k 388.23
Zoom Communications Inc Cl A Stock (ZM) 0.1 $456k 5.7k 80.39
Archer Daniels Midland Stock (ADM) 0.1 $454k 6.3k 72.69
Bank New York Mellon Corp Stock (BK) 0.1 $444k 3.7k 118.64
Constellation Brands Inc Cl A Stock (STZ) 0.1 $438k 2.9k 150.02
Paypal Hldgs Stock (PYPL) 0.1 $434k 9.6k 45.23
HP Stock (HPQ) 0.1 $433k 23k 19.21
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $433k 1.1k 390.36
Air Products And Chemicals Stock (APD) 0.1 $430k 1.5k 290.56
Barrick Gold Corp F Stock (B) 0.1 $430k 11k 40.79
Cnh Indl N V Stock (CNH) 0.1 $429k 39k 11.00
Sunbelt Rentals Holdings Stock (SUNB) 0.1 $428k 6.6k 65.09
Hilton Worldwide Hldgs Stock (HLT) 0.1 $426k 1.4k 304.17
Expeditors Intl Wash Stock (EXPD) 0.1 $422k 2.9k 143.23
American Elec Pwr Stock (AEP) 0.1 $422k 3.2k 131.07
Aon Corp Stock (AON) 0.1 $420k 1.3k 322.82
Genuine Parts Stock (GPC) 0.1 $412k 3.9k 105.76
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $409k 6.1k 67.53
Ecolab Stock (ECL) 0.1 $408k 1.5k 266.05
Huntington Ingalls Inds Stock (HII) 0.1 $408k 1.1k 379.90
Danaher Corp Stock (DHR) 0.1 $406k 2.1k 189.63
Cencora Stock (COR) 0.1 $401k 1.3k 314.10
Firstenergy Corp Stock (FE) 0.1 $398k 7.9k 50.66
Cardinal Health Stock (CAH) 0.1 $397k 1.9k 211.29
Masco Corp Stock (MAS) 0.1 $393k 6.5k 60.37
Boston Scientific Corp Stock (BSX) 0.1 $392k 6.3k 62.75
Waste Management Stock (WM) 0.1 $385k 1.7k 229.79
1st Finl Bancorp Stock (FFBC) 0.1 $382k 14k 27.88
Technipfmc Stock (FTI) 0.1 $382k 5.5k 69.13
Bank Of Nova Scotia Cmn Stock (BNS) 0.1 $381k 5.5k 69.31
Ishares Tr Russell Midcap Index Etf (IWR) 0.1 $378k 3.9k 97.23
Norfolk Southern Crp Stock (NSC) 0.1 $377k 1.3k 287.02
Howmet Aerospace Stock (HWM) 0.1 $377k 1.6k 230.49
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.1 $376k 5.3k 70.91
Sherwin Williams Stock (SHW) 0.1 $373k 1.2k 320.62
Illumina Stock (ILMN) 0.1 $371k 3.0k 123.26
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.1 $371k 6.3k 59.03
Belden Cdt Stock (BDC) 0.1 $370k 3.2k 114.83
Electronics Arts Stock (EA) 0.1 $370k 1.8k 203.89
Williams Cos Stock (WMB) 0.1 $369k 5.1k 72.78
Cadence Design System Stock (CDNS) 0.1 $368k 1.3k 277.78
The Cigna Group Stock (CI) 0.1 $367k 1.4k 266.74
Quanta Services Stock (PWR) 0.1 $362k 659.00 549.42
Constellation Energy Corp Stock (CEG) 0.1 $362k 1.3k 279.33
Fortune Brands Innovations Stock (FBIN) 0.1 $358k 9.2k 38.97
Synopsys Stock (SNPS) 0.0 $355k 896.00 396.66
Sei Investments Stock (SEIC) 0.0 $354k 4.5k 78.48
Canadian Natural Resources Stock (CNQ) 0.0 $352k 7.2k 48.73
Cleveland-cliffs Stock (CLF) 0.0 $351k 42k 8.45
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $348k 8.6k 40.47
C H Robinson Worldwide In Stock (CHRW) 0.0 $346k 2.1k 166.04
Centene Corp Del Stock (CNC) 0.0 $339k 10k 32.74
Vanguard Mid Cap Etf (VO) 0.0 $336k 1.2k 287.14
Corning Stock (GLW) 0.0 $334k 2.5k 135.97
Docusign Stock (DOCU) 0.0 $334k 7.0k 47.41
Mueller Inds Stock (MLI) 0.0 $332k 3.0k 110.78
Conagra Brands Stock (CAG) 0.0 $331k 21k 15.72
Global X Artificial Intelligence & Technology Etf Etf (AIQ) 0.0 $327k 7.0k 46.67
Entergy Corp Stock (ETR) 0.0 $325k 2.9k 112.37
American Airlines Group Stock (AAL) 0.0 $325k 30k 10.74
Chipotle Mexican Grill Stock (CMG) 0.0 $325k 10k 32.01
Ameriprise Finl Stock (AMP) 0.0 $321k 722.00 444.14
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $319k 9.6k 33.22
Fortinet Stock (FTNT) 0.0 $318k 3.9k 81.73
Cleanspark Stock (CLSK) 0.0 $317k 37k 8.51
Consolidated Edison Stock (ED) 0.0 $317k 2.8k 113.17
Emerson Elec Stock (EMR) 0.0 $315k 2.4k 130.99
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.0 $312k 3.4k 90.94
Valero Energy Corp Stock (VLO) 0.0 $311k 1.3k 247.15
Occidental Pete Corp Stock (OXY) 0.0 $308k 4.7k 65.00
Quest Diagnostics Stock (DGX) 0.0 $308k 1.6k 195.95
Norwegian Cruise Line Hldgs Ltd Shs Isin#bmg667211 Stock (NCLH) 0.0 $308k 17k 18.70
Baker Hughes Stock (BKR) 0.0 $307k 5.0k 61.05
Teradyne Stock (TER) 0.0 $307k 1.0k 296.46
Incyte Corp Stock (INCY) 0.0 $305k 3.2k 94.12
Omnicom Group Stock (OMC) 0.0 $298k 4.0k 75.31
Sandisk Corp Stock (SNDK) 0.0 $298k 469.00 634.93
Public Svc Enterprise Group Stock (PEG) 0.0 $296k 3.7k 80.95
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB) 0.0 $296k 5.7k 51.74
Msci Stock (MSCI) 0.0 $292k 542.00 539.27
Oneok Stock (OKE) 0.0 $292k 3.2k 90.39
Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY) 0.0 $292k 14k 21.18
Cincinnati Finl Corp Stock (CINF) 0.0 $291k 1.9k 157.35
Eqt Corp Stock (EQT) 0.0 $290k 4.6k 63.64
Kinder Morgan Stock (KMI) 0.0 $288k 8.6k 33.53
Verisign Stock (VRSN) 0.0 $287k 1.2k 248.36
Tyson Foods Inc Cl A Stock (TSN) 0.0 $287k 4.5k 64.07
Corebridge Finl Stock (CRBG) 0.0 $287k 12k 23.86
Vanguard Growth Etf Etf (VUG) 0.0 $286k 654.00 436.79
Ameren Corp Stock (AEE) 0.0 $286k 2.6k 109.92
RH Stock (RH) 0.0 $281k 2.0k 139.82
Centerpoint Energy Stock (CNP) 0.0 $280k 6.5k 43.16
Ishares Russell 3000 Etf Etf (IWV) 0.0 $280k 755.00 370.68
Slb Limited Com Stk Stock (SLB) 0.0 $278k 5.4k 51.39
Wabtec Stock (WAB) 0.0 $276k 1.1k 249.89
Optical Cable Corp Stock (OCC) 0.0 $276k 33k 8.25
Autozone Inc Nev Stock (AZO) 0.0 $271k 80.00 3388.34
Hewlett Packard Enterprise Stock (HPE) 0.0 $268k 11k 23.81
Borg Warner Automotive Stock (BWA) 0.0 $268k 4.9k 54.26
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE) 0.0 $266k 1.4k 184.26
Dollar Gen Corp Stock (DG) 0.0 $265k 2.2k 118.72
3M Stock (MMM) 0.0 $261k 1.8k 145.23
Kkr & Co Stock (KKR) 0.0 $261k 2.8k 92.50
Emcor Group Stock (EME) 0.0 $258k 350.00 738.31
Defiance Quantum Etf Etf (QTUM) 0.0 $257k 2.4k 107.30
Cboe Global Mkts Stock (CBOE) 0.0 $257k 913.00 281.07
Vertiv Holdings Co Com Cl A Stock (VRT) 0.0 $252k 1.0k 250.67
Neurocrine Biosciences Stock (NBIX) 0.0 $250k 1.9k 131.74
Republic Services Stock (RSG) 0.0 $249k 1.1k 218.98
Hartford Finl Svcs Group Stock (HIG) 0.0 $248k 1.8k 135.22
Aflac Stock (AFL) 0.0 $247k 2.3k 109.71
Natera Stock (NTRA) 0.0 $244k 1.2k 199.99
L3harris Technologies Stock (LHX) 0.0 $241k 698.00 344.95
Columbia International Equity Income Etf Etf (INEQ) 0.0 $240k 6.2k 39.04
Johnson Ctls Stock (JCI) 0.0 $240k 1.8k 130.94
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.0 $239k 1.9k 124.31
Lumentum Hldgs Stock (LITE) 0.0 $238k 339.00 702.76
Marketaxess Holdings Stock (MKTX) 0.0 $238k 1.4k 164.98
Nrg Energy Stock (NRG) 0.0 $236k 1.6k 146.15
Burlington Stores Stock (BURL) 0.0 $234k 720.00 325.48
Franco Nevada Corp Com Npv Isin #ca3518581051 Sedol #b29nf31 Stock (FNV) 0.0 $233k 944.00 247.10
Generac Hldgs Stock (GNRC) 0.0 $233k 1.2k 195.33
Vanguard Mid Cap Growth Etf Etf (VOT) 0.0 $232k 901.00 257.35
Microchip Technology Stock (MCHP) 0.0 $231k 3.6k 64.60
Biomarin Pharmaceutical Stock (BMRN) 0.0 $231k 4.1k 56.49
Colgate Palmolive Stock (CL) 0.0 $230k 2.7k 85.24
Akamai Tech Stock (AKAM) 0.0 $228k 2.0k 114.85
Block Inc Cl A Stock (XYZ) 0.0 $228k 3.8k 60.18
United Rentals Stock (URI) 0.0 $226k 311.00 727.81
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $224k 3.9k 57.65
First Trust Cloud Computing Etf Etf (SKYY) 0.0 $222k 2.0k 109.36
Helmerich & Payne Stock (HP) 0.0 $222k 6.1k 36.03
Cvs Health Corp Stock (CVS) 0.0 $221k 3.1k 71.83
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $221k 2.0k 112.27
Devon Energy Corp Stock (DVN) 0.0 $220k 4.4k 50.32
Sempra Energy Stock (SRE) 0.0 $219k 2.2k 97.19
Hasbro Stock (HAS) 0.0 $217k 2.3k 93.60
Illinois Tool Wks Stock (ITW) 0.0 $217k 834.00 260.31
Canadian Natl Ry Stock (CNI) 0.0 $216k 2.1k 102.76
Five Below Stock (FIVE) 0.0 $216k 944.00 228.43
Manhattan Associates Stock (MANH) 0.0 $214k 1.6k 133.14
Carnival Corp Stock (CCL) 0.0 $213k 8.2k 25.88
Ww Grainger Stock (GWW) 0.0 $210k 193.00 1088.55
Interactive Brokers Group Inc Com Cl A Stock (IBKR) 0.0 $206k 3.1k 67.07
Carpenter Technology Corp Stock (CRS) 0.0 $206k 523.00 394.15
Deutsche Bk Ag Namen Akt Stock (DB) 0.0 $205k 6.9k 29.78
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $205k 823.00 248.83
Canadian Imperial Bank Of Commerce Stock (CM) 0.0 $205k 2.2k 94.75
Expand Energy Corporation Stock (EXE) 0.0 $202k 1.8k 109.78
Texas Roadhouse Stock (TXRH) 0.0 $201k 1.2k 165.14
Factset Resh Sys Stock (FDS) 0.0 $201k 925.00 217.08
Citizens Finl Group Stock (CFG) 0.0 $200k 3.3k 59.98
Viatris Stock (VTRS) 0.0 $176k 13k 13.51
Nu Hldgs Ltd Ord Shs Cl A Stock (NU) 0.0 $152k 11k 14.37
Adt Corp Stock (ADT) 0.0 $72k 11k 6.57
Digital Turbine Stock (APPS) 0.0 $55k 19k 2.88
Alight Inc Com Cl A Stock (ALIT) 0.0 $9.7k 17k 0.58