Legacy Wealth Asset Management

Legacy Wealth Asset Management as of Sept. 30, 2025

Portfolio Holdings for Legacy Wealth Asset Management

Legacy Wealth Asset Management holds 359 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
Fidelity Wise Origin Bitcoin SHS (FBTC) 7.5 $31M 308k 99.81
Global X Fds Glbl X Mlp Etf (MLPA) 2.5 $10M 215k 48.42
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 2.2 $9.1M 257k 35.27
Ishares Tr TRS FLT RT BD (TFLO) 2.2 $8.9M 177k 50.59
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 1.6 $6.6M 26k 249.25
Strategy Eventide Us Mrkt (ESUM) 1.5 $6.2M 228k 27.18
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 1.4 $5.7M 64k 89.77
Broadcom (AVGO) 1.4 $5.6M 17k 329.91
NVIDIA Corporation (NVDA) 1.3 $5.3M 29k 186.58
Apple (AAPL) 1.2 $5.1M 20k 254.63
Ubs Ag London Branch Etracs Ubs Bloom (UCIB) 1.1 $4.6M 168k 27.17
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.9 $3.7M 152k 24.15
Linde SHS (LIN) 0.9 $3.6M 7.7k 475.00
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $3.0M 11k 279.29
Chubb (CB) 0.7 $2.9M 10k 282.25
Asml Holding N V N Y Registry Shs (ASML) 0.7 $2.9M 3.0k 968.09
Lam Research Corp Com New (LRCX) 0.7 $2.9M 22k 133.90
Kanzhun Sponsored Ads (BZ) 0.7 $2.8M 122k 23.36
Ase Technology Hldg Sponsored Ads (ASX) 0.7 $2.8M 251k 11.09
Zto Express Cayman Sponsored Ads A (ZTO) 0.6 $2.6M 138k 19.20
Aon Shs Cl A (AON) 0.6 $2.5M 7.0k 356.58
Ferrari Nv Ord (RACE) 0.6 $2.5M 5.1k 485.22
Gildan Activewear Inc Com Cad (GIL) 0.6 $2.5M 42k 57.80
Takeda Pharmaceutical Sponsored Ads (TAK) 0.6 $2.4M 167k 14.64
Kla Corp Com New (KLAC) 0.6 $2.4M 2.2k 1078.60
Ubs Group SHS (UBS) 0.6 $2.4M 58k 41.00
Coca-cola Europacific Partne SHS (CCEP) 0.6 $2.3M 26k 90.41
Sap Se Spon Adr (SAP) 0.6 $2.3M 8.6k 267.21
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.6 $2.3M 143k 15.94
Curtiss-Wright (CW) 0.6 $2.3M 4.2k 542.94
Palo Alto Networks (PANW) 0.5 $2.3M 11k 203.62
O'reilly Automotive (ORLY) 0.5 $2.3M 21k 107.81
Icici Bank Adr (IBN) 0.5 $2.2M 73k 30.23
P T Telekomunikasi Indonesia Sponsored Adr (TLK) 0.5 $2.2M 117k 18.82
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.5 $2.2M 60k 36.81
Blackrock (BLK) 0.5 $2.2M 1.9k 1165.87
Hdfc Bank Sponsored Ads (HDB) 0.5 $2.1M 61k 34.16
Advanced Micro Devices (AMD) 0.5 $2.1M 13k 161.79
Yum China Holdings (YUMC) 0.5 $2.1M 48k 42.92
Visa Com Cl A (V) 0.5 $2.0M 5.9k 341.38
Servicenow (NOW) 0.5 $2.0M 2.2k 920.28
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.5 $2.0M 74k 27.26
Analog Devices (ADI) 0.5 $2.0M 8.2k 245.70
Boston Scientific Corporation (BSX) 0.5 $2.0M 20k 97.63
Canadian Pacific Kansas City (CP) 0.5 $2.0M 26k 74.49
Automatic Data Processing (ADP) 0.5 $2.0M 6.7k 293.50
Ensign (ENSG) 0.5 $2.0M 11k 172.77
Texas Instruments Incorporated (TXN) 0.5 $1.9M 11k 183.73
Colgate-Palmolive Company (CL) 0.5 $1.9M 24k 79.94
Booking Holdings (BKNG) 0.4 $1.8M 333.00 5399.27
Te Connectivity Ord Shs (TEL) 0.4 $1.7M 7.8k 219.53
Bhp Group Sponsored Ads (BHP) 0.4 $1.7M 30k 55.75
Canadian Natl Ry (CNI) 0.4 $1.7M 18k 94.30
Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $1.7M 33k 50.27
Eli Lilly & Co. (LLY) 0.4 $1.6M 2.1k 763.00
Check Point Software Tech Lt Ord (CHKP) 0.4 $1.6M 7.9k 206.91
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.4 $1.6M 84k 19.25
Thomson Reuters Corp. (TRI) 0.4 $1.6M 10k 155.33
Mizuho Financial Group Sponsored Adr (MFG) 0.4 $1.6M 239k 6.70
Equinix (EQIX) 0.4 $1.6M 2.0k 783.24
Medtronic SHS (MDT) 0.4 $1.6M 17k 95.24
Hp (HPQ) 0.4 $1.6M 58k 27.23
Alcon Ord Shs (ALC) 0.4 $1.6M 21k 74.51
Simon Property (SPG) 0.4 $1.6M 8.3k 187.67
3M Company (MMM) 0.4 $1.5M 10k 155.18
American Tower Reit (AMT) 0.4 $1.5M 7.9k 192.32
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $1.5M 18k 82.96
Synopsys (SNPS) 0.4 $1.5M 3.0k 493.39
Intercontinental Exchange (ICE) 0.4 $1.5M 8.8k 168.48
TJX Companies (TJX) 0.4 $1.5M 10k 144.54
Bwx Technologies (BWXT) 0.4 $1.5M 7.9k 184.37
Adobe Systems Incorporated (ADBE) 0.4 $1.4M 4.1k 352.75
Federal Signal Corporation (FSS) 0.3 $1.4M 12k 118.99
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $1.4M 25k 56.86
Genmab A/s Sponsored Ads (GMAB) 0.3 $1.4M 47k 30.67
Micron Technology (MU) 0.3 $1.4M 8.5k 167.32
Honda Motor Adr Ech Cnv In 3 (HMC) 0.3 $1.4M 46k 30.80
Waste Connections (WCN) 0.3 $1.4M 7.9k 175.80
Toyota Motor Corp Ads (TM) 0.3 $1.4M 7.3k 191.09
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $1.4M 23k 58.85
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.3 $1.4M 31k 44.48
Tesla Motors (TSLA) 0.3 $1.4M 3.1k 444.72
McDonald's Corporation (MCD) 0.3 $1.4M 4.5k 303.89
Embraer Sponsored Ads (ERJ) 0.3 $1.3M 22k 60.45
Crowdstrike Hldgs Cl A (CRWD) 0.3 $1.3M 2.7k 490.38
Amphenol Corp Cl A (APH) 0.3 $1.3M 11k 123.75
Intuitive Surgical Com New (ISRG) 0.3 $1.3M 2.9k 447.23
Evercore Class A (EVR) 0.3 $1.3M 3.8k 337.32
Palantir Technologies Cl A (PLTR) 0.3 $1.3M 7.0k 182.42
Caterpillar (CAT) 0.3 $1.3M 2.7k 477.15
Autodesk (ADSK) 0.3 $1.3M 4.0k 317.67
Totalenergies Se Sponsored Ads (TTE) 0.3 $1.3M 21k 59.69
Barrick Mng Corp Com Shs (B) 0.3 $1.2M 36k 32.77
Boeing Company (BA) 0.3 $1.2M 5.4k 215.83
Cadence Design Systems (CDNS) 0.3 $1.2M 3.3k 351.26
Celestica (CLS) 0.3 $1.2M 4.7k 246.38
Chemed Corp Com Stk (CHE) 0.3 $1.1M 2.5k 447.74
Charles Schwab Corporation (SCHW) 0.3 $1.1M 12k 95.47
Progressive Corporation (PGR) 0.3 $1.1M 4.6k 246.95
Bank of New York Mellon Corporation (BK) 0.3 $1.1M 10k 108.96
Arista Networks Com Shs (ANET) 0.3 $1.1M 7.6k 145.71
International Business Machines (IBM) 0.3 $1.1M 3.9k 282.16
EnPro Industries (NPO) 0.3 $1.1M 4.9k 226.00
Victory Cap Hldgs Com Cl A (VCTR) 0.3 $1.1M 17k 64.76
Banco Santander Adr (SAN) 0.3 $1.1M 104k 10.48
Natwest Group Spons Adr (NWG) 0.3 $1.1M 75k 14.15
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $1.0M 7.1k 148.61
S&p Global (SPGI) 0.2 $1.0M 2.1k 486.71
Tetra Tech (TTEK) 0.2 $1.0M 30k 33.38
Metropcs Communications (TMUS) 0.2 $1.0M 4.2k 239.38
Msa Safety Inc equity (MSA) 0.2 $1.0M 5.8k 172.07
Barclays Adr (BCS) 0.2 $998k 48k 20.67
Ing Groep Sponsored Adr (ING) 0.2 $998k 38k 26.08
Raytheon Technologies Corp (RTX) 0.2 $995k 5.9k 167.33
Tapestry (TPR) 0.2 $991k 8.8k 113.22
Encompass Health Corp (EHC) 0.2 $980k 7.7k 127.02
Welltower Inc Com reit (WELL) 0.2 $970k 5.4k 178.14
Credicorp (BAP) 0.2 $964k 3.6k 266.28
Cisco Systems (CSCO) 0.2 $959k 14k 68.42
Texas Roadhouse (TXRH) 0.2 $958k 5.8k 166.15
Argenx Se Sponsored Adr (ARGX) 0.2 $954k 1.3k 737.56
CRH Ord (CRH) 0.2 $939k 7.8k 119.90
Cae (CAE) 0.2 $934k 32k 29.64
Chesapeake Utilities Corporation (CPK) 0.2 $933k 6.9k 134.69
Sherwin-Williams Company (SHW) 0.2 $933k 2.7k 346.26
Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.2 $903k 18k 50.37
Arcelormittal Sa Luxembourg Ny Registry Sh (MT) 0.2 $896k 25k 36.15
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.2 $886k 18k 50.63
Stryker Corporation (SYK) 0.2 $880k 2.4k 369.67
MercadoLibre (MELI) 0.2 $876k 375.00 2336.94
Schlumberger Com Stk (SLB) 0.2 $854k 25k 34.37
Nike CL B (NKE) 0.2 $845k 12k 69.73
Southern Company (SO) 0.2 $844k 8.9k 94.77
Coupang Cl A (CPNG) 0.2 $843k 26k 32.20
PNC Financial Services (PNC) 0.2 $840k 4.2k 200.93
HSBC HLDGS Spon Adr New (HSBC) 0.2 $839k 12k 70.98
Coca-Cola Company (KO) 0.2 $838k 13k 66.32
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.2 $835k 19k 42.98
Grupo Cibest Sa Spon Ads (CIB) 0.2 $834k 16k 51.94
Rbc Cad (RY) 0.2 $830k 5.6k 147.32
Gilead Sciences (GILD) 0.2 $826k 7.4k 111.00
Lowe's Companies (LOW) 0.2 $823k 3.3k 251.31
Lloyds Banking Group Sponsored Adr (LYG) 0.2 $823k 181k 4.54
Accenture Plc Ireland Shs Class A (ACN) 0.2 $822k 3.3k 246.60
Rb Global (RBA) 0.2 $819k 7.6k 108.36
Duke Energy Corp Com New (DUK) 0.2 $818k 6.6k 123.75
Fair Isaac Corporation (FICO) 0.2 $811k 542.00 1496.53
Nu Hldgs Ord Shs Cl A (NU) 0.2 $810k 51k 16.01
Home Depot (HD) 0.2 $806k 2.0k 405.19
Chevron Corporation (CVX) 0.2 $805k 5.2k 155.29
Terreno Realty Corporation (TRNO) 0.2 $801k 14k 56.75
Telefonica Brasil Sa Sponsored Ads (VIV) 0.2 $799k 63k 12.75
Edwards Lifesciences (EW) 0.2 $799k 10k 77.77
Littelfuse (LFUS) 0.2 $799k 3.1k 259.01
Exxon Mobil Corporation (XOM) 0.2 $793k 7.0k 112.75
Qualcomm (QCOM) 0.2 $788k 4.7k 166.36
Paycom Software (PAYC) 0.2 $786k 3.8k 208.14
Yum! Brands (YUM) 0.2 $781k 5.1k 152.00
Prudential Adr (PUK) 0.2 $775k 28k 27.99
Us Bancorp Del Com New (USB) 0.2 $770k 16k 48.33
U.S. Physical Therapy (USPH) 0.2 $767k 9.0k 84.95
Trane Technologies SHS (TT) 0.2 $765k 1.8k 421.96
Truist Financial Corp equities (TFC) 0.2 $764k 17k 45.72
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.2 $764k 35k 21.56
Open Text Corp (OTEX) 0.2 $763k 20k 37.38
Abbott Laboratories (ABT) 0.2 $762k 5.7k 133.94
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.2 $762k 92k 8.27
Spdr Series Trust Bloomberg Short (BWZ) 0.2 $761k 27k 27.82
New York Times Cl A (NYT) 0.2 $754k 13k 57.40
Ross Stores (ROST) 0.2 $754k 4.9k 152.39
Lockheed Martin Corporation (LMT) 0.2 $752k 1.5k 499.21
Zai Lab Adr (ZLAB) 0.2 $750k 22k 33.89
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.2 $750k 102k 7.34
Motorola Solutions Com New (MSI) 0.2 $749k 1.6k 457.29
EOG Resources (EOG) 0.2 $749k 6.7k 112.12
Dominion Resources (D) 0.2 $748k 12k 61.17
Nebius Group Shs Class A (NBIS) 0.2 $746k 6.6k 112.27
Mondelez Intl Cl A (MDLZ) 0.2 $740k 12k 62.47
Amgen (AMGN) 0.2 $740k 2.6k 282.20
General Dynamics Corporation (GD) 0.2 $738k 2.2k 341.00
Marsh & McLennan Companies (MMC) 0.2 $732k 3.6k 201.53
Eni S P A Sponsored Adr (E) 0.2 $731k 21k 34.95
CSX Corporation (CSX) 0.2 $729k 21k 35.51
Enbridge (ENB) 0.2 $726k 14k 50.46
Aaon Com Par $0.004 (AAON) 0.2 $725k 7.8k 93.44
Nextera Energy (NEE) 0.2 $723k 9.6k 75.49
Manulife Finl Corp (MFC) 0.2 $715k 23k 31.15
Heico Corp Cl A (HEI.A) 0.2 $714k 2.8k 254.13
Steris Shs Usd (STE) 0.2 $708k 2.9k 247.44
Affiliated Managers (AMG) 0.2 $707k 3.0k 238.43
Cemex Sab De Cv Spon Adr New (CX) 0.2 $705k 78k 8.99
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $704k 15k 46.96
Spdr Series Trust Bloomberg Intl T (BWX) 0.2 $702k 31k 23.00
Kinsale Cap Group (KNSL) 0.2 $699k 1.6k 425.26
Ss&c Technologies Holding (SSNC) 0.2 $698k 7.9k 88.76
Honeywell International (HON) 0.2 $695k 3.3k 210.50
LeMaitre Vascular (LMAT) 0.2 $690k 7.9k 87.51
Pepsi (PEP) 0.2 $680k 4.8k 140.44
Waste Management (WM) 0.2 $676k 3.1k 220.83
Union Pacific Corporation (UNP) 0.2 $675k 2.9k 236.37
Trip Com Group Ads (TCOM) 0.2 $675k 9.0k 75.20
Aptar (ATR) 0.2 $670k 5.0k 133.66
Xcel Energy (XEL) 0.2 $666k 8.3k 80.65
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.2 $656k 194k 3.38
Lancaster Colony (MZTI) 0.2 $656k 3.8k 172.79
Smith & Nephew Spdn Adr New (SNN) 0.2 $656k 18k 36.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $651k 1.1k 612.51
Prologis (PLD) 0.2 $650k 5.7k 114.52
Relx Sponsored Adr (RELX) 0.2 $649k 14k 47.76
Transunion (TRU) 0.2 $648k 7.7k 83.78
Cme (CME) 0.2 $647k 2.4k 270.19
Zoetis Cl A (ZTS) 0.2 $643k 4.4k 146.32
Arch Cap Group Ord (ACGL) 0.2 $640k 7.0k 90.73
Camden Ppty Tr Sh Ben Int (CPT) 0.2 $639k 6.0k 106.78
Live Nation Entertainment (LYV) 0.2 $638k 3.9k 163.40
ConocoPhillips (COP) 0.2 $631k 6.7k 94.59
Northrop Grumman Corporation (NOC) 0.2 $628k 1.0k 609.32
Chipotle Mexican Grill (CMG) 0.2 $623k 16k 39.19
Nutrien (NTR) 0.2 $619k 11k 58.71
Illinois Tool Works (ITW) 0.2 $618k 2.4k 260.76
Select Sector Spdr Tr Financial (XLF) 0.1 $614k 11k 53.87
Deere & Company (DE) 0.1 $614k 1.3k 457.26
Insperity (NSP) 0.1 $611k 12k 49.20
Shell Spon Ads (SHEL) 0.1 $609k 8.5k 71.53
Nvent Electric SHS (NVT) 0.1 $609k 6.2k 98.64
Rexford Industrial Realty Inc reit (REXR) 0.1 $607k 15k 41.11
XP Cl A (XP) 0.1 $607k 32k 18.79
Equinor Asa Sponsored Adr (EQNR) 0.1 $605k 25k 24.38
Haleon Spon Ads (HLN) 0.1 $601k 67k 8.97
M&T Bank Corporation (MTB) 0.1 $588k 3.0k 197.62
Utz Brands Com Cl A (UTZ) 0.1 $585k 48k 12.15
Emcor (EME) 0.1 $581k 895.00 649.54
Fidelity National Financial Com Shs (FNF) 0.1 $581k 9.6k 60.49
Smurfit Westrock SHS (SW) 0.1 $579k 14k 42.57
Applied Industrial Technologies (AIT) 0.1 $566k 2.2k 261.05
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $565k 1.4k 391.64
Moody's Corporation (MCO) 0.1 $560k 1.2k 476.48
Keysight Technologies (KEYS) 0.1 $558k 3.2k 174.92
Eagle Materials (EXP) 0.1 $555k 2.4k 233.04
Rio Tinto Sponsored Adr (RIO) 0.1 $555k 8.4k 66.01
Canadian Natural Resources (CNQ) 0.1 $537k 17k 31.96
Everest Re Group (EG) 0.1 $532k 1.5k 350.23
Kite Rlty Group Tr Com New (KRG) 0.1 $530k 24k 22.30
EastGroup Properties (EGP) 0.1 $526k 3.1k 169.26
Avantor (AVTR) 0.1 $525k 42k 12.48
Stmicroelectronics N V Ny Registry (STM) 0.1 $523k 19k 28.26
Dt Midstream Common Stock (DTM) 0.1 $521k 4.6k 113.06
TransDigm Group Incorporated (TDG) 0.1 $518k 393.00 1318.02
White Mountains Insurance Gp (WTM) 0.1 $515k 308.00 1671.52
A. O. Smith Corporation (AOS) 0.1 $511k 7.0k 73.41
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $507k 40k 12.66
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.1 $505k 7.9k 64.14
Perrigo SHS (PRGO) 0.1 $505k 23k 22.27
Inter Parfums (IPAR) 0.1 $502k 5.1k 98.38
Pure Storage Cl A (PSTG) 0.1 $500k 6.0k 83.81
Magna Intl Inc cl a (MGA) 0.1 $500k 11k 47.38
BP Sponsored Adr (BP) 0.1 $499k 15k 34.46
Monday SHS (MNDY) 0.1 $497k 2.6k 193.69
U Haul Holding Company Com Ser N (UHAL.B) 0.1 $496k 9.8k 50.90
Atlassian Corporation Cl A (TEAM) 0.1 $496k 3.1k 159.70
Fiserv (FI) 0.1 $492k 3.8k 128.93
Cgi Cl A Sub Vtg (GIB) 0.1 $484k 5.4k 89.13
Microchip Technology (MCHP) 0.1 $483k 7.5k 64.22
Bristol Myers Squibb (BMY) 0.1 $473k 11k 45.10
Raymond James Financial (RJF) 0.1 $468k 2.7k 172.60
American Financial (AFG) 0.1 $462k 3.2k 145.72
Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $461k 3.9k 117.16
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $460k 3.8k 120.50
Zimmer Holdings (ZBH) 0.1 $460k 4.7k 98.50
LKQ Corporation (LKQ) 0.1 $459k 15k 30.54
Sensata Technologies Hldg Pl SHS (ST) 0.1 $456k 15k 30.55
Allison Transmission Hldngs I (ALSN) 0.1 $452k 5.3k 84.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $445k 8.2k 54.18
Bok Finl Corp Com New (BOKF) 0.1 $443k 4.0k 111.44
Icon SHS (ICLR) 0.1 $434k 2.5k 175.00
Fidelity National Information Services (FIS) 0.1 $433k 6.6k 65.94
Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $432k 3.4k 128.40
Reinsurance Grp Of America I Com New (RGA) 0.1 $428k 2.2k 192.13
Meta Platforms Cl A (META) 0.1 $422k 575.00 734.38
Monolithic Power Systems (MPWR) 0.1 $421k 457.00 920.64
Crown Castle Intl (CCI) 0.1 $420k 4.3k 96.49
Ventas (VTR) 0.1 $419k 6.0k 69.99
Microsoft Corporation (MSFT) 0.1 $415k 801.00 517.95
Balchem Corporation (BCPC) 0.1 $413k 2.8k 150.06
Nice Sponsored Adr (NICE) 0.1 $410k 2.8k 144.78
Houlihan Lokey Cl A (HLI) 0.1 $409k 2.0k 205.32
Crane Company Common Stock (CR) 0.1 $399k 2.2k 184.14
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.1 $391k 7.6k 51.29
Oracle Corporation (ORCL) 0.1 $390k 1.4k 281.24
Cognizant Technology Solutio Cl A (CTSH) 0.1 $389k 5.8k 67.07
Cyberark Software SHS (CYBR) 0.1 $389k 804.00 483.15
Stride (LRN) 0.1 $386k 2.6k 148.94
Penumbra (PEN) 0.1 $383k 1.5k 253.32
Guidewire Software (GWRE) 0.1 $382k 1.7k 229.86
Fastenal Company (FAST) 0.1 $381k 7.8k 49.04
Garmin SHS (GRMN) 0.1 $378k 1.5k 246.22
James Hardie Inds Ord Shs (JHX) 0.1 $376k 20k 19.21
Dollar General (DG) 0.1 $369k 3.6k 103.35
Ishares Core Msci Emkt (IEMG) 0.1 $367k 5.6k 65.92
Baker Hughes Company Cl A (BKR) 0.1 $362k 7.4k 48.72
HEICO Corporation (HEI) 0.1 $351k 1.1k 322.82
Viking Holdings Ord Shs (VIK) 0.1 $348k 5.6k 62.16
Universal Display Corporation (OLED) 0.1 $345k 2.4k 143.63
Quanta Services (PWR) 0.1 $344k 831.00 414.42
Snap-on Incorporated (SNA) 0.1 $342k 987.00 346.53
Public Storage (PSA) 0.1 $341k 1.2k 288.85
Installed Bldg Prods (IBP) 0.1 $336k 1.4k 246.66
Vanguard Index Fds Growth Etf (VUG) 0.1 $332k 693.00 479.61
Descartes Sys Grp (DSGX) 0.1 $330k 3.5k 94.23
Alnylam Pharmaceuticals (ALNY) 0.1 $317k 694.00 456.00
Innospec (IOSP) 0.1 $314k 4.1k 77.16
Ishares Tr Eafe Value Etf (EFV) 0.1 $312k 4.6k 67.83
Landstar System (LSTR) 0.1 $304k 2.5k 122.56
Extra Space Storage (EXR) 0.1 $301k 2.1k 140.94
Dynatrace Com New (DT) 0.1 $300k 6.2k 48.45
Brown & Brown (BRO) 0.1 $300k 3.2k 93.79
Americold Rlty Tr (COLD) 0.1 $295k 24k 12.24
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $295k 2.6k 113.88
Global Payments (GPN) 0.1 $292k 3.5k 83.08
Datadog Cl A Com (DDOG) 0.1 $291k 2.0k 142.40
Pinterest Cl A (PINS) 0.1 $291k 9.0k 32.17
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.1 $288k 6.8k 42.46
WPP Adr (WPP) 0.1 $286k 11k 25.05
Essex Property Trust (ESS) 0.1 $282k 1.1k 267.66
Western Digital (WDC) 0.1 $274k 2.3k 120.06
D.R. Horton (DHI) 0.1 $268k 1.6k 169.47
Halozyme Therapeutics (HALO) 0.1 $266k 3.6k 73.34
Sprouts Fmrs Mkt (SFM) 0.1 $261k 2.4k 108.80
Godaddy Cl A (GDDY) 0.1 $256k 1.9k 136.83
Cava Group Ord (CAVA) 0.1 $253k 4.2k 60.41
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $249k 2.5k 99.95
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $244k 2.7k 89.37
Equity Lifestyle Properties (ELS) 0.1 $244k 4.0k 60.70
Everus Constr Group (ECG) 0.1 $244k 2.8k 85.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $237k 3.9k 59.92
John Bean Technologies Corporation (JBTM) 0.1 $237k 1.7k 140.45
Visteon Corp Com New (VC) 0.1 $236k 2.0k 119.86
Best Buy (BBY) 0.1 $234k 3.1k 75.62
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $232k 1.6k 145.61
Ufp Industries (UFPI) 0.1 $231k 2.5k 93.49
Toast Cl A (TOST) 0.1 $230k 6.3k 36.51
Bj's Wholesale Club Holdings (BJ) 0.1 $227k 2.4k 93.25
Meritage Homes Corporation (MTH) 0.1 $221k 3.1k 72.43
Knife River Corp Common Stock (KNF) 0.1 $219k 2.8k 76.87
Cushman Wakefield SHS (CWK) 0.1 $218k 14k 15.92
Renasant (RNST) 0.1 $215k 5.8k 36.89
Old National Ban (ONB) 0.1 $214k 9.7k 21.95
Realty Income (O) 0.1 $212k 3.5k 60.79
Electromed (ELMD) 0.1 $210k 8.6k 24.55
Mid-America Apartment (MAA) 0.1 $208k 1.5k 139.73
Helios Technologies (HLIO) 0.0 $205k 3.9k 52.13
TowneBank (TOWN) 0.0 $203k 5.9k 34.57
MDU Resources (MDU) 0.0 $203k 11k 17.81
F.N.B. Corporation (FNB) 0.0 $202k 13k 16.11
Qxo Com New (QXO) 0.0 $202k 11k 19.06
Valvoline Inc Common (VVV) 0.0 $201k 5.6k 35.91
Neuehealth Com New 0.0 $200k 30k 6.67
Patterson-UTI Energy (PTEN) 0.0 $84k 16k 5.18
LivePerson (LPSN) 0.0 $5.8k 10k 0.58