Legacy Wealth Asset Management

Legacy Wealth Asset Management as of Dec. 31, 2025

Portfolio Holdings for Legacy Wealth Asset Management

Legacy Wealth Asset Management holds 365 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
Fidelity Wise Origin Bitcoin SHS (FBTC) 5.6 $23M 298k 76.23
Global X Fds Glbl X Mlp Etf (MLPA) 2.6 $10M 215k 48.41
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 2.4 $9.7M 266k 36.48
Ishares Tr TRS FLT RT BD (TFLO) 2.3 $9.5M 188k 50.46
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 1.6 $6.6M 27k 248.19
Strategy Eventide Us Mrkt (ESUM) 1.5 $6.3M 234k 26.93
Broadcom (AVGO) 1.4 $5.9M 17k 346.10
Apple (AAPL) 1.3 $5.5M 20k 271.86
NVIDIA Corporation (NVDA) 1.3 $5.4M 29k 186.50
Ubs Ag London Branch Etracs Ubs Bloom (UCIB) 1.2 $4.8M 173k 28.06
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.9 $3.9M 160k 24.20
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.9 $3.8M 56k 68.36
Lam Research Corp Com New (LRCX) 0.8 $3.4M 20k 171.18
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $3.2M 10k 303.89
Chubb (CB) 0.8 $3.1M 10k 312.12
Linde SHS (LIN) 0.7 $3.0M 7.0k 426.39
Zto Express Cayman Sponsored Ads A (ZTO) 0.7 $2.9M 137k 20.89
Ase Technology Hldg Sponsored Ads (ASX) 0.7 $2.8M 172k 16.10
Asml Holding N V N Y Registry Shs (ASML) 0.7 $2.8M 2.6k 1069.86
Advanced Micro Devices (AMD) 0.7 $2.7M 13k 214.16
Takeda Pharmaceutical Sponsored Ads (TAK) 0.6 $2.6M 167k 15.59
Gildan Activewear Inc Com Cad (GIL) 0.6 $2.6M 42k 62.46
Ubs Group SHS (UBS) 0.6 $2.5M 55k 46.31
Alcon Ord Shs (ALC) 0.6 $2.4M 31k 78.81
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.6 $2.4M 58k 41.08
Coca-cola Europacific Partne SHS (CCEP) 0.6 $2.3M 26k 90.70
P T Telekomunikasi Indonesia Sponsored Adr (TLK) 0.6 $2.3M 109k 21.05
Eli Lilly & Co. (LLY) 0.6 $2.3M 2.1k 1074.69
Analog Devices (ADI) 0.6 $2.3M 8.4k 271.20
Sap Se Spon Adr (SAP) 0.6 $2.3M 9.3k 242.91
Aon Shs Cl A (AON) 0.6 $2.3M 6.4k 352.88
Hdfc Bank Sponsored Ads (HDB) 0.6 $2.2M 62k 36.54
Micron Technology (MU) 0.6 $2.2M 7.9k 285.41
Yum China Holdings (YUMC) 0.5 $2.2M 46k 47.74
Visa Com Cl A (V) 0.5 $2.2M 6.2k 350.71
Canadian Pacific Kansas City (CP) 0.5 $2.2M 30k 73.63
Icici Bank Adr (IBN) 0.5 $2.2M 73k 29.80
Palo Alto Networks (PANW) 0.5 $2.1M 11k 184.20
Curtiss-Wright (CW) 0.5 $2.1M 3.7k 551.27
O'reilly Automotive (ORLY) 0.5 $2.0M 22k 91.21
Ensign (ENSG) 0.5 $2.0M 11k 174.20
Boston Scientific Corporation (BSX) 0.5 $2.0M 21k 95.35
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.5 $2.0M 29k 67.64
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.5 $2.0M 123k 15.86
Blackrock (BLK) 0.5 $1.9M 1.8k 1070.34
Kanzhun Sponsored Ads (BZ) 0.5 $1.9M 95k 20.38
Ferrari Nv Ord (RACE) 0.5 $1.9M 5.2k 369.56
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.5 $1.9M 71k 27.08
Booking Holdings (BKNG) 0.5 $1.9M 354.00 5355.33
Wisdomtree Tr Floatng Rat Trea (USFR) 0.5 $1.9M 38k 50.32
Texas Instruments Incorporated (TXN) 0.4 $1.8M 10k 173.49
Servicenow (NOW) 0.4 $1.8M 12k 153.19
Te Connectivity Ord Shs (TEL) 0.4 $1.8M 7.7k 227.51
3M Company (MMM) 0.4 $1.7M 11k 160.10
Adobe Systems Incorporated (ADBE) 0.4 $1.7M 4.8k 349.99
Intuitive Surgical Com New (ISRG) 0.4 $1.7M 2.9k 566.36
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $1.6M 20k 82.82
Medtronic SHS (MDT) 0.4 $1.6M 17k 96.06
Colgate-Palmolive Company (CL) 0.4 $1.6M 20k 79.02
Bhp Group Sponsored Ads (BHP) 0.4 $1.6M 26k 60.37
TJX Companies (TJX) 0.4 $1.6M 10k 153.61
Canadian Natl Ry (CNI) 0.4 $1.5M 16k 98.85
Automatic Data Processing (ADP) 0.4 $1.5M 6.0k 257.23
Equinix (EQIX) 0.4 $1.5M 2.0k 766.16
Simon Property (SPG) 0.4 $1.5M 8.0k 185.11
Caterpillar (CAT) 0.4 $1.5M 2.6k 572.87
Mizuho Financial Group Sponsored Adr (MFG) 0.4 $1.5M 201k 7.32
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.4 $1.5M 63k 23.31
Intercontinental Exchange (ICE) 0.4 $1.5M 9.0k 161.96
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.4 $1.5M 26k 55.80
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $1.4M 25k 58.73
Check Point Software Tech Lt Ord (CHKP) 0.3 $1.4M 7.6k 185.56
Amphenol Corp Cl A (APH) 0.3 $1.4M 11k 135.14
McDonald's Corporation (MCD) 0.3 $1.4M 4.6k 305.63
Waste Connections (WCN) 0.3 $1.4M 7.9k 175.36
Barrick Mng Corp Com Shs (B) 0.3 $1.4M 32k 43.55
Hp (HPQ) 0.3 $1.4M 62k 22.28
Federal Signal Corporation (FSS) 0.3 $1.4M 13k 108.59
Toyota Motor Corp Ads (TM) 0.3 $1.4M 6.4k 214.06
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.3M 3.6k 373.44
Embraer Sponsored Ads (EMBJ) 0.3 $1.3M 21k 64.37
Synopsys (SNPS) 0.3 $1.3M 2.8k 469.72
Honda Motor Adr Ech Cnv In 3 (HMC) 0.3 $1.3M 44k 29.48
Evercore Class A (EVR) 0.3 $1.3M 3.8k 340.25
Palantir Technologies Cl A (PLTR) 0.3 $1.3M 7.2k 177.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $1.3M 53k 24.04
American Tower Reit (AMT) 0.3 $1.3M 7.2k 175.57
Ross Stores (ROST) 0.3 $1.3M 7.0k 180.14
Crowdstrike Hldgs Cl A (CRWD) 0.3 $1.3M 2.7k 468.76
Celestica (CLS) 0.3 $1.2M 4.1k 295.61
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.3 $1.2M 18k 68.80
Boeing Company (BA) 0.3 $1.2M 5.6k 217.12
Natwest Group Spons Adr (NWG) 0.3 $1.2M 69k 17.50
Charles Schwab Corporation (SCHW) 0.3 $1.2M 12k 99.91
Autodesk (ADSK) 0.3 $1.2M 4.1k 296.01
S&p Global (SPGI) 0.3 $1.2M 2.2k 522.59
International Business Machines (IBM) 0.3 $1.1M 3.9k 296.21
Bank of New York Mellon Corporation (BK) 0.3 $1.1M 9.9k 116.09
Ishares Core Msci Emkt (IEMG) 0.3 $1.1M 17k 67.22
Barclays Adr (BCS) 0.3 $1.1M 44k 25.45
Victory Cap Hldgs Com Cl A (VCTR) 0.3 $1.1M 18k 63.09
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $1.1M 6.7k 160.97
Cisco Systems (CSCO) 0.3 $1.1M 14k 77.03
Arcelormittal Sa Luxembourg Ny Registry Sh (MT) 0.3 $1.1M 24k 45.57
Texas Roadhouse (TXRH) 0.3 $1.1M 6.5k 166.00
Ing Groep Sponsored Adr (ING) 0.3 $1.1M 38k 28.00
Msa Safety Inc equity (MSA) 0.3 $1.1M 6.6k 160.14
Cadence Design Systems (CDNS) 0.3 $1.0M 3.4k 312.58
EnPro Industries (NPO) 0.3 $1.0M 4.9k 214.13
Raytheon Technologies Corp (RTX) 0.3 $1.0M 5.7k 183.40
Prologis (PLD) 0.3 $1.0M 8.2k 127.66
Progressive Corporation (PGR) 0.3 $1.0M 4.6k 227.72
Fair Isaac Corporation (FICO) 0.3 $1.0M 616.00 1690.62
Arista Networks Com Shs (ANET) 0.3 $1.0M 7.9k 131.03
Argenx Se Sponsored Adr (ARGX) 0.3 $1.0M 1.2k 840.95
Tapestry (TPR) 0.2 $1.0M 7.9k 127.77
Credicorp (BAP) 0.2 $1000k 3.5k 287.00
Encompass Health Corp (EHC) 0.2 $995k 9.4k 106.14
Chemed Corp Com Stk (CHE) 0.2 $990k 2.3k 427.86
Tetra Tech (TTEK) 0.2 $986k 29k 33.54
Grupo Cibest Sa Spon Ads (CIB) 0.2 $970k 15k 63.61
Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.2 $963k 18k 53.63
SLB Com Stk (SLB) 0.2 $951k 25k 38.38
Cae (CAE) 0.2 $939k 31k 30.42
CRH Ord (CRH) 0.2 $935k 7.5k 124.80
New York Times Cl A (NYT) 0.2 $931k 13k 69.42
Lloyds Banking Group Sponsored Adr (LYG) 0.2 $931k 176k 5.30
Bwx Technologies (BWXT) 0.2 $924k 5.3k 172.84
American Healthcare Reit Com Shs (AHR) 0.2 $918k 20k 47.06
Rbc Cad (RY) 0.2 $913k 5.4k 170.49
HSBC HLDGS Spon Adr New (HSBC) 0.2 $908k 12k 78.67
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $907k 6.4k 141.05
Gilead Sciences (GILD) 0.2 $906k 7.4k 122.74
Metropcs Communications (TMUS) 0.2 $903k 4.4k 203.04
Banco Santander Sa Adr (SAN) 0.2 $902k 77k 11.73
Welltower Inc Com reit (WELL) 0.2 $897k 4.8k 185.61
Coca-Cola Company (KO) 0.2 $887k 13k 69.91
Sherwin-Williams Company (SHW) 0.2 $884k 2.7k 324.03
Edwards Lifesciences (EW) 0.2 $875k 10k 85.25
PNC Financial Services (PNC) 0.2 $871k 4.2k 208.73
Cemex Sab De Cv Spon Adr New (CX) 0.2 $866k 75k 11.49
Amgen (AMGN) 0.2 $864k 2.6k 327.31
Chesapeake Utilities Corporation (CPK) 0.2 $858k 6.9k 124.76
Exxon Mobil Corporation (XOM) 0.2 $851k 7.1k 120.34
Prudential Adr (PUK) 0.2 $849k 27k 31.12
Us Bancorp Del Com New (USB) 0.2 $849k 16k 53.36
Ishares Tr Eafe Value Etf (EFV) 0.2 $830k 12k 71.41
Nu Hldgs Ord Shs Cl A (NU) 0.2 $828k 50k 16.74
Terreno Realty Corporation (TRNO) 0.2 $826k 14k 58.71
Manulife Finl Corp (MFC) 0.2 $823k 23k 36.28
Truist Financial Corp equities (TFC) 0.2 $818k 17k 49.21
Qualcomm (QCOM) 0.2 $816k 4.8k 171.05
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.2 $814k 84k 9.65
Lowe's Companies (LOW) 0.2 $801k 3.3k 241.16
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.2 $794k 37k 21.66
Chevron Corporation (CVX) 0.2 $793k 5.2k 152.41
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.2 $790k 41k 19.33
Littelfuse (LFUS) 0.2 $788k 3.1k 252.92
MercadoLibre (MELI) 0.2 $786k 390.00 2014.26
Yum! Brands (YUM) 0.2 $785k 5.2k 151.28
Spdr Series Trust Bloomberg Short (BWZ) 0.2 $784k 29k 27.41
Duke Energy Corp Com New (DUK) 0.2 $783k 6.7k 117.21
Eni S P A Sponsored Adr (E) 0.2 $779k 21k 37.94
Paycom Software (PAYC) 0.2 $779k 4.9k 159.36
Nextera Energy (NEE) 0.2 $773k 9.6k 80.28
Rb Global (RBA) 0.2 $771k 7.5k 102.87
Southern Company (SO) 0.2 $766k 8.8k 87.20
Accenture Plc Ireland Shs Class A (ACN) 0.2 $758k 2.8k 268.30
Transunion (TRU) 0.2 $751k 8.8k 85.75
CSX Corporation (CSX) 0.2 $750k 21k 36.25
Affiliated Managers (AMG) 0.2 $746k 2.6k 288.28
Balchem Corporation (BCPC) 0.2 $744k 4.8k 153.36
Lockheed Martin Corporation (LMT) 0.2 $741k 1.5k 483.67
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.2 $741k 103k 7.16
Telefonica Brasil Sa Sponsored Ads (VIV) 0.2 $738k 62k 11.86
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $737k 16k 47.08
General Dynamics Corporation (GD) 0.2 $732k 2.2k 336.66
Spdr Series Trust Bloomberg Intl T (BWX) 0.2 $728k 32k 22.53
Steris Shs Usd (STE) 0.2 $728k 2.9k 253.52
Dominion Resources (D) 0.2 $724k 12k 58.59
Abbott Laboratories (ABT) 0.2 $723k 5.8k 125.29
Heico Corp Cl A (HEI.A) 0.2 $714k 2.8k 252.47
National Grid Sponsored Adr Ne (NGG) 0.2 $710k 9.2k 77.35
Ss&c Technologies Holding (SSNC) 0.2 $710k 8.1k 87.42
Kb Finl Group Sponsored Adr (KB) 0.2 $699k 8.1k 86.04
Trane Technologies SHS (TT) 0.2 $698k 1.8k 389.20
Home Depot (HD) 0.2 $698k 2.0k 344.10
Union Pacific Corporation (UNP) 0.2 $695k 3.0k 231.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $688k 1.1k 627.32
Pepsi (PEP) 0.2 $686k 4.8k 143.52
Waste Management (WM) 0.2 $686k 3.1k 219.71
Arch Cap Group Ord (ACGL) 0.2 $686k 7.1k 95.92
EOG Resources (EOG) 0.2 $685k 6.5k 105.01
U.S. Physical Therapy (USPH) 0.2 $684k 8.8k 78.09
Enbridge (ENB) 0.2 $682k 14k 47.83
Bristol Myers Squibb (BMY) 0.2 $681k 13k 53.94
Haleon Spon Ads (HLN) 0.2 $680k 67k 10.11
Genmab A/s Sponsored Ads (GMAB) 0.2 $679k 22k 30.80
Rio Tinto Sponsored Adr (RIO) 0.2 $673k 8.4k 80.03
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $672k 1.5k 453.36
Camden Ppty Tr Sh Ben Int (CPT) 0.2 $669k 6.1k 110.08
ConocoPhillips (COP) 0.2 $667k 7.1k 93.61
Keysight Technologies (KEYS) 0.2 $664k 3.3k 203.19
Agnico (AEM) 0.2 $663k 3.9k 169.53
Open Text Corp (OTEX) 0.2 $658k 20k 32.58
Marsh & McLennan Companies 0.2 $657k 3.5k 185.52
Nutrien (NTR) 0.2 $657k 11k 61.72
Cme (CME) 0.2 $657k 2.4k 273.08
Nike CL B (NKE) 0.2 $655k 10k 63.71
Honeywell International (HON) 0.2 $654k 3.4k 195.09
Trip Com Group Ads (TCOM) 0.2 $652k 9.1k 71.91
White Mountains Insurance Gp (WTM) 0.2 $650k 313.00 2078.03
Deere & Company (DE) 0.2 $649k 1.4k 465.57
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.2 $645k 194k 3.33
Reinsurance Grp Of America I Com New (RGA) 0.2 $643k 3.2k 203.46
Moody's Corporation (MCO) 0.2 $630k 1.2k 510.85
Dollar General (DG) 0.2 $628k 4.7k 132.77
LeMaitre Vascular (LMAT) 0.2 $628k 7.7k 81.10
Mondelez Intl Cl A (MDLZ) 0.2 $627k 12k 53.83
Shell Spon Ads (SHEL) 0.2 $621k 8.4k 73.48
Coupang Cl A (CPNG) 0.2 $621k 26k 23.59
Coca-Cola Bottling Co. Consolidated (COKE) 0.2 $616k 4.0k 153.30
Select Sector Spdr Tr State Street Fin (XLF) 0.2 $613k 11k 54.77
Lancaster Colony (MZTI) 0.1 $610k 3.7k 164.42
Xcel Energy (XEL) 0.1 $610k 8.3k 73.86
Illinois Tool Works (ITW) 0.1 $601k 2.4k 246.30
Northrop Grumman Corporation (NOC) 0.1 $599k 1.1k 570.21
Smith & Nephew Spdn Adr New (SNN) 0.1 $597k 18k 32.81
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $594k 15k 38.73
Magna Intl Inc cl a (MGA) 0.1 $582k 11k 53.30
Kite Rlty Group Tr Com New (KRG) 0.1 $580k 24k 23.97
A. O. Smith Corporation (AOS) 0.1 $573k 8.6k 66.88
Emcor (EME) 0.1 $571k 934.00 611.79
Canadian Natural Resources (CNQ) 0.1 $569k 17k 33.85
Live Nation Entertainment (LYV) 0.1 $558k 3.9k 142.50
Nvent Electric SHS (NVT) 0.1 $557k 5.5k 101.97
TransDigm Group Incorporated (TDG) 0.1 $556k 418.00 1329.85
Rexford Industrial Realty Inc reit (REXR) 0.1 $555k 14k 38.72
Relx Sponsored Adr (RELX) 0.1 $551k 14k 40.42
Dt Midstream Common Stock (DTM) 0.1 $550k 4.6k 119.68
Nebius Group Shs Class A (NBIS) 0.1 $549k 6.5k 83.75
Applied Industrial Technologies (AIT) 0.1 $548k 2.1k 256.77
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.1 $548k 8.0k 68.23
Tesla Motors (TSLA) 0.1 $542k 1.2k 449.72
Microchip Technology (MCHP) 0.1 $533k 8.4k 63.72
Everest Re Group (EG) 0.1 $531k 1.6k 339.35
Equinor Asa Sponsored Adr (EQNR) 0.1 $529k 22k 23.63
Fidelity National Financial Com Shs (FNF) 0.1 $529k 9.7k 54.59
Allison Transmission Hldngs I (ALSN) 0.1 $528k 5.4k 97.90
XP Cl A (XP) 0.1 $527k 32k 16.37
BP Sponsored Adr (BP) 0.1 $523k 15k 34.73
Aptar (ATR) 0.1 $522k 4.3k 121.96
Cgi Cl A Sub Vtg (GIB) 0.1 $522k 5.7k 92.30
Sensata Technologies Hldg Pl SHS (ST) 0.1 $520k 16k 33.29
Atlassian Corporation Cl A (TEAM) 0.1 $510k 3.1k 162.14
EastGroup Properties (EGP) 0.1 $506k 2.8k 178.14
Zoetis Cl A (ZTS) 0.1 $499k 4.0k 125.82
Penumbra (PEN) 0.1 $492k 1.6k 310.91
Eagle Materials (EXP) 0.1 $490k 2.4k 206.68
Motorola Solutions Com New (MSI) 0.1 $485k 1.3k 383.32
Cognizant Technology Solutio Cl A (CTSH) 0.1 $485k 5.8k 83.00
Stmicroelectronics N V Ny Registry (STM) 0.1 $484k 19k 25.94
Netease Sponsored Ads (NTES) 0.1 $481k 3.5k 137.62
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $480k 41k 11.85
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.1 $476k 7.1k 66.55
Icon SHS (ICLR) 0.1 $471k 2.6k 182.22
Ventas (VTR) 0.1 $470k 6.1k 77.38
U Haul Holding Company Com Ser N (UHAL.B) 0.1 $467k 10k 46.74
Insperity (NSP) 0.1 $467k 12k 38.72
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $465k 3.8k 121.75
Chipotle Mexican Grill (CMG) 0.1 $465k 13k 37.00
M&T Bank Corporation (MTB) 0.1 $459k 2.3k 201.48
Raymond James Financial (RJF) 0.1 $447k 2.8k 160.59
Fidelity National Information Services (FIS) 0.1 $442k 6.6k 66.46
First Ctzns Bancshares Inc D Cl A (FCNCA) 0.1 $440k 205.00 2146.18
Utz Brands Com Cl A (UTZ) 0.1 $440k 42k 10.38
Ge Aerospace Com New (GE) 0.1 $437k 1.4k 308.03
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $437k 8.1k 53.76
Monolithic Power Systems (MPWR) 0.1 $435k 480.00 906.36
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $431k 4.5k 96.27
Avantor (AVTR) 0.1 $425k 37k 11.46
Zimmer Holdings (ZBH) 0.1 $420k 4.7k 89.92
Crane Company Common Stock (CR) 0.1 $417k 2.3k 184.43
LKQ Corporation (LKQ) 0.1 $414k 14k 30.20
Viking Holdings Ord Shs (VIK) 0.1 $413k 5.8k 71.41
Inter Parfums (IPAR) 0.1 $403k 4.8k 84.83
Bj's Wholesale Club Holdings (BJ) 0.1 $399k 4.4k 90.03
Api Group Corp Com Stk (APG) 0.1 $399k 10k 38.26
Western Digital (WDC) 0.1 $393k 2.3k 172.27
Microsoft Corporation (MSFT) 0.1 $391k 809.00 483.62
Aaon Com Par $0.004 (AAON) 0.1 $390k 5.1k 76.25
Crown Castle Intl (CCI) 0.1 $390k 4.4k 88.87
Meta Platforms Cl A (META) 0.1 $380k 575.00 660.09
Landstar System (LSTR) 0.1 $374k 2.6k 143.70
Mongodb Cl A (MDB) 0.1 $372k 887.00 419.69
Smurfit Westrock SHS (SW) 0.1 $371k 9.6k 38.67
Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $367k 3.4k 109.61
Installed Bldg Prods (IBP) 0.1 $362k 1.4k 259.39
Quanta Services (PWR) 0.1 $357k 846.00 422.06
Houlihan Lokey Cl A (HLI) 0.1 $355k 2.0k 174.19
HEICO Corporation (HEI) 0.1 $352k 1.1k 323.59
Kinsale Cap Group (KNSL) 0.1 $352k 899.00 391.12
Snap-on Incorporated (SNA) 0.1 $344k 998.00 344.60
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $341k 1.1k 302.11
Guidewire Software (GWRE) 0.1 $339k 1.7k 201.01
Vanguard Index Fds Growth Etf (VUG) 0.1 $338k 693.00 487.86
Advanced Energy Industries (AEIS) 0.1 $336k 1.6k 209.37
Baker Hughes Company Cl A (BKR) 0.1 $335k 7.3k 45.54
Public Storage (PSA) 0.1 $330k 1.3k 259.50
Pure Storage Cl A (PSTG) 0.1 $329k 4.9k 67.01
Bok Finl Corp Com New (BOKF) 0.1 $323k 2.7k 118.46
Garmin SHS (GRMN) 0.1 $320k 1.6k 202.85
American Financial (AFG) 0.1 $319k 2.3k 136.68
Fastenal Company (FAST) 0.1 $314k 7.8k 40.13
Wix SHS (WIX) 0.1 $306k 2.9k 103.89
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $302k 2.7k 113.92
James Hardie Inds Ord Shs (JHX) 0.1 $301k 15k 20.75
Kla Corp Com New (KLAC) 0.1 $300k 247.00 1215.08
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.1 $282k 6.5k 43.21
Monday SHS (MNDY) 0.1 $281k 1.9k 147.56
Datadog Cl A Com (DDOG) 0.1 $281k 2.1k 135.99
Nice Sponsored Adr (NICE) 0.1 $281k 2.5k 113.04
Zai Lab Adr (ZLAB) 0.1 $281k 16k 17.64
Universal Display Corporation (OLED) 0.1 $276k 2.4k 116.78
Extra Space Storage (EXR) 0.1 $276k 2.1k 130.22
Oracle Corporation (ORCL) 0.1 $270k 1.4k 194.91
Fiserv (FI) 0.1 $270k 4.0k 67.17
Alnylam Pharmaceuticals (ALNY) 0.1 $266k 668.00 397.65
Essex Property Trust (ESS) 0.1 $265k 1.0k 261.68
Global Payments (GPN) 0.1 $264k 3.4k 77.40
Bruker Corporation (BRKR) 0.1 $261k 5.5k 47.11
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $252k 2.7k 92.30
Perrigo SHS (PRGO) 0.1 $251k 18k 13.92
Brown & Brown (BRO) 0.1 $250k 3.1k 79.70
Electromed (ELMD) 0.1 $249k 8.6k 29.12
Halozyme Therapeutics (HALO) 0.1 $248k 3.7k 67.30
Armstrong World Industries (AWI) 0.1 $248k 1.3k 191.10
Americold Rlty Tr (COLD) 0.1 $248k 19k 12.86
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $244k 3.9k 62.47
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $242k 1.1k 210.34
Pinterest Cl A (PINS) 0.1 $240k 9.3k 25.89
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $233k 1.6k 143.89
Dynatrace Com New (DT) 0.1 $232k 5.4k 43.34
D.R. Horton (DHI) 0.1 $231k 1.6k 144.03
F.N.B. Corporation (FNB) 0.1 $229k 13k 17.10
General Motors Company (GM) 0.1 $228k 2.8k 81.32
Mid-America Apartment (MAA) 0.1 $224k 1.6k 138.91
Helios Technologies (HLIO) 0.1 $224k 4.2k 53.49
Stryker Corporation (SYK) 0.1 $223k 634.00 351.47
Cushman And Wakefield Common Shares (CWK) 0.1 $223k 14k 16.19
Elanco Animal Health (ELAN) 0.1 $222k 9.8k 22.63
WPP Adr (WPP) 0.1 $221k 9.8k 22.46
Nomad Foods Usd Ord Shs (NOMD) 0.1 $218k 17k 12.51
Hub Group Cl A (HUBG) 0.1 $216k 5.1k 42.61
Old National Ban (ONB) 0.1 $216k 9.7k 22.31
Weatherford Intl Ord Shs (WFRD) 0.1 $213k 2.7k 78.26
Equity Lifestyle Properties (ELS) 0.1 $210k 3.5k 60.61
Columbia Banking System (COLB) 0.1 $210k 7.5k 27.95
Qxo Com New (QXO) 0.1 $209k 11k 19.29
Best Buy (BBY) 0.1 $207k 3.1k 66.93
Renasant (RNST) 0.1 $207k 5.9k 35.22
Northwestern Energy Group In Com New (NWE) 0.0 $203k 3.1k 64.54
Avient Corp (AVNT) 0.0 $202k 6.5k 31.24
Digital Realty Trust (DLR) 0.0 $201k 1.3k 154.71
Patterson-UTI Energy (PTEN) 0.0 $104k 17k 6.11