Legacy Financial Advisors

Legacy Financial Advisors as of June 30, 2026

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 435 positions in its portfolio as reported in the June 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) 8.5 $70M 733k 95.62
Franklin International Core Dividend Tilt Index Fund Etf (DIVI) 4.5 $37M 860k 42.72
Freedom 100 Emerging Markets Etf Etf (FRDM) 3.5 $29M 395k 72.90
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 3.3 $27M 164k 164.27
Apple Stock (AAPL) 3.2 $26M 90k 289.36
Nvidia Corp Stock (NVDA) 3.0 $25M 123k 200.09
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 2.8 $23M 227k 101.72
Wisdomtree U.s. Quality Growth Fund Etf (QGRW) 2.7 $22M 337k 66.03
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 2.7 $22M 836k 26.52
Microsoft Stock (MSFT) 1.8 $15M 39k 373.02
Google Stock (GOOGL) 1.6 $13M 36k 357.37
Natixis Gateway Quality Income Etf Etf (GQI) 1.5 $13M 214k 59.17
Victoryshares Free Cash Flow Etf Etf (VFLO) 1.5 $13M 277k 45.75
Procter & Gamble Stock (PG) 1.5 $12M 82k 146.64
Amazon.com Stock (AMZN) 1.5 $12M 50k 238.34
Jpmorgan Municipal Etf Etf (JMUB) 1.4 $12M 231k 50.65
Jpmorgan Chase & Co Stock (JPM) 1.4 $12M 35k 327.33
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.3 $11M 31k 353.33
Ishares Core Dividend Growth Etf Etf (DGRO) 1.3 $11M 142k 75.79
Micron Technology Stock (MU) 1.0 $8.4M 7.2k 1154.31
Avago Technologies Stock (AVGO) 1.0 $7.9M 21k 377.76
Tesla Motors Stock (TSLA) 0.9 $7.1M 17k 420.61
Vanguard Total Stk Mkt Etf (VTI) 0.8 $6.4M 17k 370.03
Meta Platforms Inc Cl A Stock (META) 0.8 $6.3M 11k 563.30
Advanced Micro Devices Stock (AMD) 0.7 $6.0M 10k 580.93
Franklin Dynamic Municipal Bond Etf Etf (FLMI) 0.7 $5.6M 222k 25.17
Intel Corp Stock (INTC) 0.6 $5.1M 37k 139.63
Applied Matls Stock (AMAT) 0.6 $4.9M 6.8k 722.97
Ishares Core Msci Eafe Etf Etf (IEFA) 0.6 $4.9M 50k 96.58
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.6 $4.8M 38k 127.81
Visa Stock (V) 0.6 $4.7M 14k 343.10
Ishares S&p 500 Index Etf (IVV) 0.5 $4.2M 5.7k 748.87
Lam Research Corp Stock (LRCX) 0.5 $4.2M 9.6k 433.31
Eli Lilly & Co Stock (LLY) 0.5 $4.1M 3.4k 1199.39
Pnc Finl Svcs Group Stock (PNC) 0.5 $4.0M 16k 246.21
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $4.0M 7.9k 500.37
Johnson & Johnson Stock (JNJ) 0.5 $3.9M 16k 253.97
Cisco Sys Stock (CSCO) 0.5 $3.8M 33k 117.46
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.5 $3.8M 54k 71.25
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.5 $3.7M 74k 50.57
Merck & Co Stock (MRK) 0.5 $3.7M 29k 128.50
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.4 $3.6M 40k 90.10
Walmart Stock (WMT) 0.4 $3.6M 32k 113.26
Fifth Third Bancorp Stock (FITB) 0.4 $3.5M 61k 56.37
Exxonmobil Holdings Corp Stock 0.4 $3.4M 25k 136.72
Netflix Stock (NFLX) 0.4 $3.2M 45k 71.40
Oracle Corporation Stock (ORCL) 0.4 $3.2M 22k 146.55
Bank Of Amer Corp Stock (BAC) 0.4 $3.2M 57k 56.98
Caterpillar Stock (CAT) 0.4 $3.1M 2.9k 1064.92
Ge Aerospace Stock (GE) 0.4 $3.0M 8.1k 373.75
Ge Vernova Stock (GEV) 0.4 $3.0M 2.6k 1175.01
State Street Spdr S&p 500 Etf Etf (SPY) 0.3 $2.8M 3.8k 746.71
Dimensional International Value Etf Etf (DFIV) 0.3 $2.7M 51k 54.02
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.3 $2.7M 26k 102.30
Citigroup Stock (C) 0.3 $2.6M 19k 139.96
Chevron Corporation Stock (CVX) 0.3 $2.6M 16k 165.76
Abbvie Stock (ABBV) 0.3 $2.5M 10k 251.63
Kla-tencor Corp Stock (KLAC) 0.3 $2.4M 8.0k 301.72
Invesco S&p International Developed High Quality Etf Etf (IDHQ) 0.3 $2.3M 53k 43.71
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.3 $2.3M 91k 25.44
Coca Cola Stock (KO) 0.3 $2.3M 28k 81.27
Boeing Stock (BA) 0.3 $2.3M 11k 216.47
Home Depot Stock (HD) 0.3 $2.3M 6.5k 352.69
Us Bancorp Stock (USB) 0.3 $2.2M 37k 60.40
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) 0.3 $2.2M 37k 59.50
Hillman Solutions Corp Stock (HLMN) 0.3 $2.1M 253k 8.44
Union Pac Corp Stock (UNP) 0.3 $2.1M 7.7k 271.98
Salesforce Stock (CRM) 0.3 $2.1M 13k 156.66
Wells Fargo & Co Stock (WFC) 0.2 $2.0M 25k 82.64
Mastercard Stock (MA) 0.2 $2.0M 3.9k 513.60
Intl Business Machines Stock (IBM) 0.2 $1.9M 6.9k 281.21
Palo Alto Networks Stock (PANW) 0.2 $1.9M 5.5k 341.02
Powershares Qqq Tr Etf (QQQ) 0.2 $1.9M 2.6k 736.28
Capital One Financial Corp Stock (COF) 0.2 $1.9M 9.3k 200.62
Airbnb Inc Com Cl A Stock (ABNB) 0.2 $1.9M 13k 143.10
Philip Morris Intl Stock (PM) 0.2 $1.8M 10k 180.91
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.2 $1.8M 26k 69.90
Snap On Stock (SNA) 0.2 $1.8M 4.5k 402.40
Costco Wholesale Corp Stock (COST) 0.2 $1.8M 1.9k 935.39
Conocophillips Stock (COP) 0.2 $1.8M 17k 103.96
Goldman Sachs Group Stock (GS) 0.2 $1.8M 1.8k 1011.34
Dimensional International Small Cap Value Etf Etf (DISV) 0.2 $1.7M 43k 40.13
Delta Air Lines Inc Del Cmn Stock (DAL) 0.2 $1.7M 19k 93.66
Texas Instrs Stock (TXN) 0.2 $1.7M 5.7k 298.05
Tjx Cos Stock (TJX) 0.2 $1.7M 11k 151.50
Rtx Corporation Stock (RTX) 0.2 $1.7M 8.8k 189.72
Analog Devices Stock (ADI) 0.2 $1.7M 4.2k 397.21
Vertex Pharmaceuticals In Stock (VRTX) 0.2 $1.6M 3.1k 496.65
1st Finl Bancorp Stock (FFBC) 0.2 $1.6M 46k 33.83
Man Active High Yield Etf Etf (MHY) 0.2 $1.5M 61k 25.39
Unitedhealth Group Stock (UNH) 0.2 $1.5M 3.7k 415.60
Bristol-myers Squibb Stock (BMY) 0.2 $1.5M 26k 57.62
Chubb Stock (CB) 0.2 $1.5M 4.4k 340.77
Corteva Stock (CTVA) 0.2 $1.5M 18k 84.69
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.2 $1.5M 13k 112.88
Targa Res Corp Stock (TRGP) 0.2 $1.5M 5.4k 268.12
Mcdonalds Corp Stock (MCD) 0.2 $1.4M 5.3k 270.29
Spdr Gold Etf Etf (GLD) 0.2 $1.4M 3.9k 368.41
Monster Beverage Corp Stock (MNST) 0.2 $1.4M 15k 96.12
Seagate Technology Stock (STX) 0.2 $1.4M 1.4k 965.12
Disney Walt Stock (DIS) 0.2 $1.4M 14k 96.25
Elevance Health Inc Formerly A Stock (ELV) 0.2 $1.4M 3.5k 386.73
Morgan Stanley Stock (MS) 0.2 $1.3M 6.4k 209.04
Starbucks Corp Stock (SBUX) 0.2 $1.3M 13k 102.19
Linde Stock (LIN) 0.2 $1.3M 2.6k 519.00
Keurig Dr Pepper Stock (KDP) 0.2 $1.3M 40k 32.73
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.2 $1.3M 25k 52.60
Nike Inc Class B Stock (NKE) 0.2 $1.3M 32k 41.05
Eaton Corp Stock (ETN) 0.2 $1.3M 3.0k 426.17
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.2 $1.3M 11k 114.18
Motorola Solutions Stock (MSI) 0.2 $1.3M 3.1k 415.33
Western Digital Corp Stock (WDC) 0.2 $1.3M 2.0k 638.72
Charles Schwab Corp Stock (SCHW) 0.2 $1.3M 14k 92.27
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $1.3M 11k 116.67
Deere & Co Stock (DE) 0.2 $1.3M 2.0k 634.34
Amgen Stock (AMGN) 0.2 $1.2M 3.4k 362.13
Sandisk Corp Stock (SNDK) 0.1 $1.2M 541.00 2271.89
Amphenol Corp Cl A Stock (APH) 0.1 $1.2M 6.8k 176.31
Ally Finl Stock (ALLY) 0.1 $1.2M 25k 45.95
Kimball Electronics Stock (KE) 0.1 $1.2M 45k 25.60
Cintas Corp Stock (CTAS) 0.1 $1.2M 6.8k 170.09
Arista Networks Stock (ANET) 0.1 $1.2M 6.8k 169.87
Fiserv Stock (FISV) 0.1 $1.2M 23k 49.05
General Motors Corp Stock (GM) 0.1 $1.1M 15k 77.08
Qualcomm Stock (QCOM) 0.1 $1.1M 6.1k 184.80
Intercontinental Exchange Stock (ICE) 0.1 $1.1M 9.1k 123.11
Convergence Long/short Equity Etf Etf (CLSE) 0.1 $1.1M 33k 34.13
Marathon Pete Corp Stock (MPC) 0.1 $1.1M 4.3k 255.66
Royal Bank Of Canada Stock (RY) 0.1 $1.1M 5.2k 206.98
Verizon Communications Stock (VZ) 0.1 $1.1M 26k 42.34
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $1.1M 1.4k 763.36
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK) 0.1 $1.1M 12k 87.91
American Intl Group Stock (AIG) 0.1 $1.1M 14k 74.53
Pepsico Stock (PEP) 0.1 $1.1M 7.8k 135.40
Thermo Fisher Scientific Stock (TMO) 0.1 $1.1M 2.1k 501.27
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 0.1 $1.0M 11k 96.46
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $1.0M 20k 50.58
Allstate Corp Stock (ALL) 0.1 $1.0M 4.3k 237.92
Comfort Sys Usa Stock (FIX) 0.1 $1.0M 516.00 1981.95
Nextera Energy Stock (NEE) 0.1 $1.0M 12k 87.77
Dover Corp Stock (DOV) 0.1 $1.0M 4.5k 224.28
Truist Finl Corp Stock (TFC) 0.1 $1.0M 20k 49.82
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA) 0.1 $997k 479.00 2080.86
Willis Towers Watson Stock (WTW) 0.1 $976k 3.7k 261.39
Iqvia Hldgs Stock (IQV) 0.1 $976k 5.0k 193.20
American Express Stock (AXP) 0.1 $966k 2.9k 338.26
Parker-hannifin Corp Stock (PH) 0.1 $962k 983.00 978.39
Duke Energy Corp Stock (DUK) 0.1 $958k 7.6k 126.59
Reinsurance Group Amer Stock (RGA) 0.1 $946k 4.4k 212.63
Regeneron Pharmaceuticals Stock (REGN) 0.1 $897k 1.4k 623.68
Man Active Income Etf Etf (MANI) 0.1 $895k 35k 25.59
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $895k 4.8k 188.09
Xcel Energy Stock (XEL) 0.1 $869k 11k 80.30
Fedex Corp Stock (FDX) 0.1 $843k 2.7k 313.14
Intuitive Surgical Stock (ISRG) 0.1 $830k 2.1k 397.76
Pfizer Stock (PFE) 0.1 $829k 34k 24.08
Zimmer Hldgs Stock (ZBH) 0.1 $827k 9.6k 86.09
RH Stock (RH) 0.1 $826k 5.0k 164.73
Aercap Holdings N V Stock (AER) 0.1 $824k 5.6k 145.79
Accenture Ltd Bermuda Cl A Stock (ACN) 0.1 $823k 6.6k 124.44
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $804k 10k 77.91
Booking Holdings Stock (BKNG) 0.1 $797k 4.5k 178.25
Ge Healthcare Technologies Stock (GEHC) 0.1 $795k 12k 64.01
Marsh & Mclennan Cos Stock (MRSH) 0.1 $792k 4.8k 166.67
Blackrock Stock (BLK) 0.1 $791k 822.00 961.64
Sysco Corp Stock (SYY) 0.1 $789k 9.4k 83.58
Global Payments Stock (GPN) 0.1 $778k 11k 72.56
Invesco International Dividend Achievers Etf Etf (PID) 0.1 $771k 35k 22.20
Enbridge Stock (ENB) 0.1 $771k 14k 54.21
Royal Carribbean Cruises Stock (RCL) 0.1 $767k 2.4k 317.50
Equifax Stock (EFX) 0.1 $764k 4.8k 158.74
State Str Corp Stock (STT) 0.1 $756k 4.5k 169.61
Lowes Cos Stock (LOW) 0.1 $752k 3.4k 220.46
O Reilly Automotive Stock (ORLY) 0.1 $752k 8.2k 92.09
Freeport Mcmoran Copper Stock (FCX) 0.1 $744k 12k 62.89
At&t Stock (T) 0.1 $730k 35k 20.70
Immunitybio Stock (IBRX) 0.1 $711k 81k 8.76
Ubs Ag New F Stock (UBS) 0.1 $704k 14k 49.56
Marriott Intl Stock (MAR) 0.1 $702k 1.9k 370.53
Wisdomtree True Emerging Markets Fund Etf (XC) 0.1 $702k 22k 31.70
Huntington Bancshares Stock (HBAN) 0.1 $692k 39k 17.73
Nasdaq Stk Mkt Stock (NDAQ) 0.1 $689k 8.7k 78.82
Automatic Data Processing Stock (ADP) 0.1 $688k 3.1k 223.95
Altria Group Stock (MO) 0.1 $685k 9.5k 71.95
M & T Bk Corp Stock (MTB) 0.1 $682k 2.9k 238.02
Cummins Stock (CMI) 0.1 $681k 955.00 713.04
Gilead Sciences Stock (GILD) 0.1 $679k 5.4k 126.35
General Dynamics Corp Stock (GD) 0.1 $678k 1.9k 354.17
Trane Technologies Stock (TT) 0.1 $670k 1.4k 491.33
Adobe Sys Stock (ADBE) 0.1 $668k 3.3k 205.00
Cbre Group Inc A Stock (CBRE) 0.1 $667k 5.0k 134.68
Bank Of Montreal Stock (BMO) 0.1 $667k 3.8k 176.70
Autodesk Stock (ADSK) 0.1 $665k 3.4k 194.39
Ross Stores Stock (ROST) 0.1 $661k 3.1k 212.84
Ishares Dj Us Technology Etf (IYW) 0.1 $658k 2.6k 252.23
Newmont Corp Stock (NEM) 0.1 $653k 7.0k 93.39
Jb Hunt Transport Services Stock (JBHT) 0.1 $652k 2.3k 289.43
Synchrony Financial Stock (SYF) 0.1 $649k 8.5k 76.05
Toronto Dominion Bank Stock (TD) 0.1 $648k 5.3k 121.43
Synopsys Stock (SNPS) 0.1 $643k 1.4k 446.20
Norwegian Cruise Line Hldgs Ltd Shs Isin#bmg667211 Stock (NCLH) 0.1 $641k 30k 21.11
Centene Corp Del Stock (CNC) 0.1 $634k 9.9k 64.19
Aon Corp Stock (AON) 0.1 $632k 1.9k 331.72
Yum! Brands Stock (YUM) 0.1 $626k 3.9k 159.86
S&p Global Stock (SPGI) 0.1 $623k 1.5k 407.33
Totalenergies Se Act Stock (TTE) 0.1 $622k 8.0k 77.76
Phillips 66 Stock (PSX) 0.1 $622k 3.7k 169.05
Columbia Em Core Ex-china Etf Etf (XCEM) 0.1 $619k 12k 52.88
United Parcel Service Stock (UPS) 0.1 $618k 5.7k 107.51
Corning Stock (GLW) 0.1 $616k 2.4k 255.43
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.1 $612k 12k 49.99
Edison Intl Stock (EIX) 0.1 $611k 8.2k 74.45
Southern Stock (SO) 0.1 $611k 6.4k 95.71
Te Connectivity Stock (TEL) 0.1 $608k 3.0k 201.59
Cdw Corp Stock (CDW) 0.1 $606k 4.3k 140.65
Chicago Mercantile Hldgs Stock (CME) 0.1 $605k 2.7k 220.83
Travelers Companies Stock (TRV) 0.1 $605k 1.8k 330.21
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.1 $594k 11k 55.01
Roper Technologies Stock (ROP) 0.1 $590k 1.7k 338.40
Pg&e Corp Stock (PCG) 0.1 $581k 35k 16.82
Canadian Pacific Kansas City Stock (CP) 0.1 $580k 6.7k 86.65
Pinnacle Finl Partners Stock (PNFP) 0.1 $580k 5.7k 100.88
T-mobile Us Stock (TMUS) 0.1 $579k 3.5k 167.71
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $577k 18k 31.71
Mckesson Corp Stock (MCK) 0.1 $575k 761.00 755.14
Vanguard S&p 500 Etf Etf (VOO) 0.1 $565k 822.00 686.79
Progressive Corp Stock (PGR) 0.1 $562k 2.6k 218.47
Raymond James Finl Stock (RJF) 0.1 $562k 3.7k 152.03
Devon Energy Corp Stock (DVN) 0.1 $555k 13k 41.32
Carlyle Group Stock (CG) 0.1 $552k 13k 42.11
Lockheed Martin Corp Stock (LMT) 0.1 $549k 1.1k 509.30
Cadence Design System Stock (CDNS) 0.1 $546k 1.5k 375.21
Bank Of Ny Mellon Corp Stock (BNY) 0.1 $541k 3.7k 144.61
Masco Corp Stock (MAS) 0.1 $541k 6.6k 81.37
Moodys Corp Stock (MCO) 0.1 $536k 1.2k 452.92
Agnico Eagle Mines Stock (AEM) 0.1 $536k 3.5k 155.13
Air Products And Chemicals Stock (APD) 0.1 $533k 1.8k 293.21
Amrize Stock (AMRZ) 0.1 $533k 10k 53.30
Teradyne Stock (TER) 0.1 $529k 1.1k 483.84
Hilton Worldwide Hldgs Stock (HLT) 0.1 $522k 1.6k 330.55
Bank Of Nova Scotia Cmn Stock (BNS) 0.1 $515k 5.9k 86.84
HP Stock (HPQ) 0.1 $515k 24k 21.94
Boston Scientific Corp Stock (BSX) 0.1 $510k 12k 42.68
Quanta Services Stock (PWR) 0.1 $502k 696.00 720.54
Fortune Brands Innovations Stock (FBIN) 0.1 $499k 9.1k 54.90
Abbott Laboratories Stock (ABT) 0.1 $497k 5.5k 90.74
Hewlett Packard Enterprise Stock (HPE) 0.1 $495k 11k 45.11
Zoom Communications Inc Cl A Stock (ZM) 0.1 $485k 5.6k 86.31
Archer Daniels Midland Stock (ADM) 0.1 $482k 6.3k 76.40
Lululemon Athletica Stock (LULU) 0.1 $482k 4.2k 114.17
Csx Corp Stock (CSX) 0.1 $477k 10k 47.53
Fortinet Stock (FTNT) 0.1 $473k 3.1k 153.64
Thor Inds Stock (THO) 0.1 $472k 6.3k 75.16
Expeditors Intl Wash Stock (EXPD) 0.1 $472k 2.9k 162.99
Danaher Corp Stock (DHR) 0.1 $462k 2.4k 190.51
Cardinal Health Stock (CAH) 0.1 $455k 1.9k 237.53
Service Now Stock (NOW) 0.1 $451k 4.5k 99.29
Eog Resources Stock (EOG) 0.1 $449k 3.5k 129.73
Illumina Stock (ILMN) 0.1 $449k 2.6k 175.83
American Elec Pwr Stock (AEP) 0.1 $448k 3.3k 136.80
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $446k 5.8k 77.11
Ishares Silver Trust Etf Etf (SLV) 0.1 $439k 8.2k 53.47
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.1 $435k 5.3k 81.94
Equitable Hldgs Stock (EQH) 0.1 $435k 9.9k 43.88
Sherwin Williams Stock (SHW) 0.1 $433k 1.3k 344.39
Ishares Tr Russell Midcap Index Etf (IWR) 0.1 $428k 3.9k 110.32
Cleveland-cliffs Stock (CLF) 0.1 $427k 46k 9.39
Public Svc Enterprise Group Stock (PEG) 0.1 $423k 5.2k 81.16
Vertiv Holdings Co Com Cl A Stock (VRT) 0.1 $420k 1.3k 334.91
Honeywell Intl Stock (HON) 0.1 $416k 1.9k 223.90
Medtronic Stock (MDT) 0.1 $415k 5.3k 78.23
Marvell Technology Group Stock (MRVL) 0.1 $414k 1.4k 297.90
Norfolk Southern Crp Stock (NSC) 0.1 $413k 1.3k 314.61
Sunbelt Rentals Holdings Stock (SUNB) 0.1 $411k 5.5k 74.81
Honeywell Aerospace Stock (HONA) 0.1 $411k 1.9k 221.08
Barrick Gold Corp F Stock (B) 0.1 $410k 11k 36.73
Kroger Stock (KR) 0.0 $409k 7.4k 55.53
Howmet Aerospace Stock (HWM) 0.0 $408k 1.5k 268.90
Microchip Technology Stock (MCHP) 0.0 $408k 4.5k 91.19
Ciena Corp Stock (CIEN) 0.0 $402k 819.00 490.56
Stryker Corp Stock (SYK) 0.0 $401k 1.3k 314.84
Genuine Parts Stock (GPC) 0.0 $399k 3.4k 117.97
Cnh Indl N V Stock (CNH) 0.0 $397k 35k 11.23
Williams Cos Stock (WMB) 0.0 $397k 5.3k 74.34
C H Robinson Worldwide In Stock (CHRW) 0.0 $397k 2.1k 188.31
Conagra Brands Stock (CAG) 0.0 $397k 30k 13.46
Cleanspark Stock (CLSK) 0.0 $396k 27k 14.55
Global X Artificial Intelligence & Technology Etf Etf (AIQ) 0.0 $395k 6.0k 65.61
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $393k 9.2k 42.59
Verisign Stock (VRSN) 0.0 $391k 1.6k 251.56
Firstenergy Corp Stock (FE) 0.0 $391k 8.2k 47.54
Factset Resh Sys Stock (FDS) 0.0 $391k 1.7k 230.14
Belden Cdt Stock (BDC) 0.0 $387k 3.2k 119.91
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.0 $387k 3.3k 117.06
Sei Investments Stock (SEIC) 0.0 $386k 4.4k 87.70
Electronics Arts Stock (EA) 0.0 $385k 1.9k 205.06
Ecolab Stock (ECL) 0.0 $385k 1.4k 278.64
Carpenter Technology Corp Stock (CRS) 0.0 $382k 619.00 616.84
Constellation Brands Inc Cl A Stock (STZ) 0.0 $381k 2.7k 139.11
Vanguard Mid Cap Etf (VO) 0.0 $375k 4.7k 80.58
Entergy Corp Stock (ETR) 0.0 $374k 3.3k 114.87
Johnson Ctls Stock (JCI) 0.0 $371k 2.5k 146.10
Waste Management Stock (WM) 0.0 $371k 1.7k 222.88
Mueller Inds Stock (MLI) 0.0 $370k 3.0k 122.91
Technipfmc Stock (FTI) 0.0 $366k 5.5k 66.30
Lumentum Hldgs Stock (LITE) 0.0 $364k 424.00 858.06
United Rentals Stock (URI) 0.0 $362k 320.00 1131.76
Ameriprise Finl Stock (AMP) 0.0 $361k 787.00 458.51
Generac Hldgs Stock (GNRC) 0.0 $357k 1.2k 292.81
The Cigna Group Stock (CI) 0.0 $356k 1.3k 275.67
Comcast Corp New Cl A Stock (CMCSA) 0.0 $356k 15k 24.55
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $354k 9.3k 37.94
Valero Energy Corp Stock (VLO) 0.0 $354k 1.4k 260.51
Docusign Stock (DOCU) 0.0 $352k 7.9k 44.42
Cvs Health Corp Stock (CVS) 0.0 $351k 3.4k 103.46
Incyte Corp Stock (INCY) 0.0 $351k 3.1k 113.36
Canadian Natl Ry Stock (CNI) 0.0 $349k 2.9k 119.23
Discovery Hldg Stock (WBD) 0.0 $349k 13k 26.66
American Eagle Outfitters Stock (AEO) 0.0 $347k 20k 17.20
Consolidated Edison Stock (ED) 0.0 $345k 3.1k 110.62
Vanguard Growth Etf Etf (VUG) 0.0 $343k 4.0k 86.14
Datadog Inc Cl A Stock (DDOG) 0.0 $341k 1.3k 260.27
Eversource Energy Stock (ES) 0.0 $339k 4.7k 72.27
Cincinnati Finl Corp Stock (CINF) 0.0 $339k 1.8k 185.14
Uber Technologies Stock (UBER) 0.0 $338k 4.7k 72.15
Defiance Quantum Etf Etf (QTUM) 0.0 $338k 2.0k 165.36
Corebridge Finl Stock (CRBG) 0.0 $337k 12k 28.63
Molina Healthcare Stock (MOH) 0.0 $333k 1.5k 228.70
Emerson Elec Stock (EMR) 0.0 $333k 2.3k 143.12
Quest Diagnostics Stock (DGX) 0.0 $332k 1.6k 211.98
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.0 $329k 6.4k 51.05
Northrop Grumman Corp Stock (NOC) 0.0 $327k 643.00 509.07
Sentinelone Inc Cl A Stock (S) 0.0 $327k 19k 16.97
Ishares Russell 3000 Etf Etf (IWV) 0.0 $322k 754.00 426.40
Colgate Palmolive Stock (CL) 0.0 $320k 3.5k 91.69
Cencora Stock (COR) 0.0 $319k 1.1k 282.94
Borg Warner Automotive Stock (BWA) 0.0 $317k 4.8k 66.40
Block Inc Cl A Stock (XYZ) 0.0 $315k 4.1k 75.99
Dominion Resources Stock (D) 0.0 $313k 4.6k 68.29
Waste Connections Stock (WCN) 0.0 $312k 1.9k 166.70
Constellation Energy Corp Stock (CEG) 0.0 $309k 1.2k 248.44
Super Micro Computer Stock (SMCI) 0.0 $308k 11k 29.33
Wabtec Stock (WAB) 0.0 $308k 1.1k 269.58
General Mills Stock (GIS) 0.0 $305k 8.8k 34.80
Msci Stock (MSCI) 0.0 $303k 541.00 560.31
Davita Stock (DVA) 0.0 $303k 1.4k 222.48
Target Corp Stock (TGT) 0.0 $301k 2.3k 130.63
Ameren Corp Stock (AEE) 0.0 $295k 2.6k 113.04
Canadian Natural Resources Stock (CNQ) 0.0 $294k 7.4k 39.50
Emcor Group Stock (EME) 0.0 $294k 354.00 829.88
Take-two Interactivesoftwre Stock (TTWO) 0.0 $293k 1.2k 249.98
Qnity Electronics Stock (Q) 0.0 $292k 1.8k 163.31
Baker Hughes Stock (BKR) 0.0 $285k 5.1k 55.50
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.0 $285k 1.9k 148.32
Synnex Corp Stock (SNX) 0.0 $283k 1.1k 267.34
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE) 0.0 $282k 1.4k 197.58
Natera Stock (NTRA) 0.0 $282k 1.0k 271.45
Oneok Stock (OKE) 0.0 $277k 3.2k 86.94
Vanguard Mid Cap Growth Etf Etf (VOT) 0.0 $276k 901.00 306.30
Nrg Energy Stock (NRG) 0.0 $275k 1.9k 146.07
Nxp Semiconductors Nv Stock (NXPI) 0.0 $275k 979.00 280.92
Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY) 0.0 $275k 13k 21.44
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB) 0.0 $275k 5.3k 52.11
Ww Grainger Stock (GWW) 0.0 $274k 202.00 1357.71
Centerpoint Energy Stock (CNP) 0.0 $274k 6.2k 44.04
3M Stock (MMM) 0.0 $272k 1.7k 161.91
Occidental Pete Corp Stock (OXY) 0.0 $270k 5.6k 48.57
Citizens Finl Group Stock (CFG) 0.0 $267k 3.8k 70.08
Kinder Morgan Stock (KMI) 0.0 $265k 8.3k 31.97
First Trust Cloud Computing Etf Etf (SKYY) 0.0 $265k 2.0k 134.56
Access Treasury 0-1 Year Etf Etf (GBIL) 0.0 $265k 2.6k 100.16
Hca Stock (HCA) 0.0 $264k 678.00 389.89
Interactive Brokers Group Inc Com Cl A Stock (IBKR) 0.0 $262k 3.0k 87.04
Aflac Stock (AFL) 0.0 $261k 2.2k 117.25
Slb Limited Com Stk Stock (SLB) 0.0 $259k 5.6k 46.49
L3harris Technologies Stock (LHX) 0.0 $257k 886.00 290.46
Exelixis Stock (EXEL) 0.0 $257k 4.7k 54.41
Illinois Tool Wks Stock (ITW) 0.0 $255k 942.00 270.49
Ebay Stock (EBAY) 0.0 $253k 2.3k 111.75
Columbia International Equity Income Etf Etf (INEQ) 0.0 $251k 6.5k 38.53
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $246k 848.00 290.61
Digital Turbine Stock (APPS) 0.0 $246k 19k 12.90
Iridium Communications Stock (IRDM) 0.0 $246k 4.5k 54.85
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $244k 1.8k 132.24
Akamai Tech Stock (AKAM) 0.0 $243k 2.1k 118.21
Ark Blockchain & Fintech Innovation Etf Etf (ARKF) 0.0 $240k 6.1k 39.46
Carnival Corp Stock (CCL) 0.0 $238k 8.3k 28.57
Hartford Finl Svcs Group Stock (HIG) 0.0 $237k 1.8k 132.52
Canadian Imperial Bank Of Commerce Stock (CM) 0.0 $236k 2.0k 114.99
Tempus Ai Inc Cl A Stock (TEM) 0.0 $235k 4.1k 57.93
Manulife Finl Corp Stock (MFC) 0.0 $232k 5.7k 40.51
Snowflake Stock (SNOW) 0.0 $231k 907.00 254.52
Keysight Technologies Stock (KEYS) 0.0 $231k 659.00 350.07
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $228k 3.9k 57.85
Northern Tr Corp Stock (NTRS) 0.0 $228k 1.3k 173.80
Draftkings Inc New Com Cl A Stock (DKNG) 0.0 $225k 8.9k 25.26
Intuit Stock (INTU) 0.0 $225k 861.00 261.08
Arrow Electrs Stock (ARW) 0.0 $224k 1.1k 213.41
Packaging Corp Of America Stock (PKG) 0.0 $224k 938.00 238.33
Tyson Foods Inc Cl A Stock (TSN) 0.0 $223k 3.9k 57.25
Eqt Corp Stock (EQT) 0.0 $223k 4.2k 53.17
Dte Energy Stock (DTE) 0.0 $222k 1.5k 152.35
Deutsche Bk Ag Namen Akt Stock (DB) 0.0 $220k 6.5k 33.76
Transdigm Group Inc Com Delaware Stock (TDG) 0.0 $218k 164.00 1329.12
Aramark Stock (ARMK) 0.0 $217k 3.8k 56.90
Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $216k 7.3k 29.43
Expand Energy Corporation Stock (EXE) 0.0 $215k 2.4k 91.19
Sempra Energy Stock (SRE) 0.0 $215k 2.3k 92.72
Cullen Frost Bankers Stock (CFR) 0.0 $215k 1.4k 154.51
Fedex Fght Hldg Stock (FDXF) 0.0 $213k 1.4k 151.00
Dollar Gen Corp Stock (DG) 0.0 $213k 1.8k 115.09
Autozone Inc Nev Stock (AZO) 0.0 $212k 66.00 3208.05
Cboe Global Mkts Stock (CBOE) 0.0 $211k 871.00 242.67
Woodward Stock (WWD) 0.0 $211k 496.00 425.44
Franco Nevada Corp Com Npv Isin #ca3518581051 Sedol #b29nf31 Stock (FNV) 0.0 $210k 1.0k 208.48
Neurocrine Biosciences Stock (NBIX) 0.0 $210k 1.2k 168.54
Paychex Stock (PAYX) 0.0 $208k 2.1k 98.33
Prosperity Bancshares Stock (PB) 0.0 $207k 2.8k 73.03
Texas Roadhouse Stock (TXRH) 0.0 $207k 1.1k 193.23
Chipotle Mexican Grill Stock (CMG) 0.0 $205k 6.0k 34.00
Fortis Stock (FTS) 0.0 $204k 3.6k 57.23
Viatris Stock (VTRS) 0.0 $204k 13k 15.88
Ii-vi Stock (COHR) 0.0 $204k 516.00 394.45
Charter Communications Inc Cl A Stock (CHTR) 0.0 $203k 1.4k 142.21
Coupang Inc Cl A Stock (CPNG) 0.0 $202k 12k 17.37
Helmerich & Payne Stock (HP) 0.0 $202k 6.2k 32.74
Amplify Cybersecurity Etf Etf (HACK) 0.0 $202k 1.9k 104.93
Huntington Ingalls Inds Stock (HII) 0.0 $202k 720.00 279.89
Viking Holdings Ltd Ord Stock (VIK) 0.0 $201k 1.9k 104.67
Nu Hldgs Ltd Ord Shs Cl A Stock (NU) 0.0 $197k 15k 13.36
Ford Motor Company Stock (F) 0.0 $179k 13k 13.90
Lithium Amers Corp Stock (LAC) 0.0 $155k 40k 3.85
Graphic Packaging Corp Del Stock (GPK) 0.0 $129k 12k 10.57
Snap Inc Cl A Stock (SNAP) 0.0 $69k 16k 4.44
Alight Inc Com Shs Cl A Stock 0.0 $9.4k 17k 0.56