LGT Financial Advisors

LGT Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for LGT Financial Advisors

LGT Financial Advisors holds 382 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
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.2 $3.3M 5.0k 666.24
Ishares Tr Core S&p500 Etf (IVV) 5.6 $2.6M 3.9k 669.26
J P Morgan Exchange Traded F Equity Premium (JEPI) 5.0 $2.3M 41k 57.10
Microsoft Corporation (MSFT) 3.6 $1.7M 3.2k 518.00
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $1.4M 7.3k 194.49
Ishares Tr Eafe Value Etf (EFV) 3.0 $1.4M 21k 67.83
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.0 $1.4M 23k 59.20
Ishares Tr S&p 500 Grwt Etf (IVW) 3.0 $1.4M 11k 120.72
Ishares Tr Core Total Usd (IUSB) 2.7 $1.2M 26k 46.71
Apple (AAPL) 2.6 $1.2M 4.8k 254.63
Ishares Tr S&p 100 Etf (OEF) 2.2 $1.0M 3.1k 332.80
Chevron Corporation (CVX) 2.2 $1.0M 6.5k 155.29
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $998k 3.0k 328.17
Exxon Mobil Corporation (XOM) 2.0 $926k 8.2k 112.74
Ishares Tr Russell 3000 Etf (IWV) 1.6 $765k 2.0k 379.00
Ishares Core Msci Emkt (IEMG) 1.6 $727k 11k 65.92
Blackrock Etf Trust Ishares Us Thema (THRO) 1.4 $646k 17k 37.86
Ishares Tr S&p 500 Val Etf (IVE) 1.4 $633k 3.1k 206.53
Ishares Tr Eafe Grwth Etf (EFG) 1.3 $588k 5.2k 113.89
Fidelity Covington Trust Blue Chip Grwth (FBCG) 1.2 $537k 10k 53.66
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 1.1 $521k 9.4k 55.33
Ishares Tr Rus 1000 Etf (IWB) 1.1 $515k 1.4k 365.49
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.1 $504k 4.9k 103.00
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.0 $487k 5.4k 89.38
Ishares Tr Rus Mdcp Val Etf (IWS) 1.0 $472k 3.4k 139.66
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $414k 13k 31.91
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $406k 2.3k 176.82
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.8 $379k 7.1k 53.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $359k 586.00 612.28
Ishares Tr Mbs Etf (MBB) 0.8 $354k 3.7k 95.15
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.8 $351k 7.0k 49.99
Ishares Tr Us Industrials (IYJ) 0.8 $350k 2.4k 145.88
Abbvie (ABBV) 0.7 $348k 1.5k 231.49
Amazon (AMZN) 0.7 $330k 1.5k 219.57
NVIDIA Corporation (NVDA) 0.7 $317k 1.7k 186.58
Ishares Tr U.s. Tech Etf (IYW) 0.7 $315k 1.6k 195.88
Spdr Series Trust Portfolio S&p500 (SPLG) 0.7 $312k 4.0k 78.34
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $312k 11k 27.30
Ishares Tr Core Intl Aggr (IAGG) 0.7 $305k 6.0k 51.23
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.6 $280k 12k 23.08
Alphabet Cap Stk Cl A (GOOGL) 0.6 $262k 1.1k 243.10
Unified Ser Tr Oneascent Core P (OACP) 0.6 $255k 11k 23.06
Blackrock Etf Trust Ishares A I Inno (BAI) 0.5 $242k 7.1k 34.16
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $221k 863.00 256.44
McDonald's Corporation (MCD) 0.4 $202k 664.00 303.68
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.4 $195k 8.1k 24.15
Ishares Gold Tr Ishares New (IAU) 0.4 $193k 2.6k 72.77
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $190k 2.2k 87.20
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $187k 1.3k 140.95
Blackrock Etf Trust Dynamic Eqty Act 0.4 $182k 7.2k 25.31
Schwab Strategic Tr Internl Divid (SCHY) 0.4 $177k 6.3k 27.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $174k 290.00 600.37
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $171k 1.8k 96.57
Vanguard Index Fds Growth Etf (VUG) 0.4 $167k 349.00 479.61
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.4 $164k 6.2k 26.73
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $163k 1.3k 121.03
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $159k 1.1k 138.24
Dillards Cl A (DDS) 0.3 $154k 250.00 614.48
Prologis (PLD) 0.3 $148k 1.3k 114.52
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.3 $147k 4.0k 36.81
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $147k 4.7k 31.62
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.3 $143k 3.0k 47.55
Manulife Finl Corp (MFC) 0.3 $140k 4.5k 31.15
Sila Realty Trust Common Stock (SILA) 0.3 $134k 5.3k 25.10
Etsy (ETSY) 0.3 $133k 2.0k 66.39
Ishares Tr Core Msci Eafe (IEFA) 0.3 $132k 1.5k 87.34
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $132k 6.1k 21.57
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $130k 1.7k 76.45
Principal Financial (PFG) 0.3 $128k 1.5k 82.89
United Parcel Service CL B (UPS) 0.3 $125k 1.5k 83.53
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $125k 1.7k 71.38
Advance Auto Parts (AAP) 0.3 $123k 2.0k 61.40
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.3 $122k 1.0k 120.64
Paychex (PAYX) 0.3 $122k 959.00 126.78
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $122k 2.8k 42.96
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $118k 1.2k 95.16
Vanguard Index Fds Value Etf (VTV) 0.3 $117k 627.00 186.49
Simmons 1st Natl Corp Cl A $1 Par (SFNC) 0.2 $113k 5.9k 19.17
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $112k 1.7k 65.00
American Electric Power Company (AEP) 0.2 $112k 991.00 112.50
Thrivent Etf Trust Ultra Shrt Bd (TUSB) 0.2 $107k 2.1k 50.41
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $107k 734.00 145.65
Blackrock Etf Trust Disciplined Vola 0.2 $107k 4.3k 25.00
Kimberly-Clark Corporation (KMB) 0.2 $104k 832.00 124.35
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $103k 999.00 103.32
Spdr Series Trust Portfolio Intrmd (SPIB) 0.2 $98k 2.9k 33.89
Wal-Mart Stores (WMT) 0.2 $96k 933.00 103.03
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $93k 535.00 174.58
Schwab Strategic Tr Long Term Us (SCHQ) 0.2 $92k 2.8k 32.31
Duke Energy Corp Com New (DUK) 0.2 $91k 733.00 123.76
Praxis Fds Impact Large Cap (PRXV) 0.2 $90k 3.0k 29.68
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $86k 2.4k 36.55
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $85k 4.1k 20.93
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $84k 341.00 247.12
Compass Pathways Sponsored Ads (CMPS) 0.2 $84k 15k 5.73
Solid Power Class A Com (SLDP) 0.2 $82k 24k 3.47
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $81k 3.5k 23.12
Praxis Fds Impact Large Cap (PRXG) 0.2 $81k 2.3k 35.80
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $81k 804.00 100.25
At&t (T) 0.2 $80k 2.8k 28.24
Strategy Eventide Us Mrkt (ESUM) 0.2 $80k 2.9k 27.18
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $78k 1.0k 75.11
Block Cl A (XYZ) 0.2 $72k 1.0k 72.27
Select Sector Spdr Tr Financial (XLF) 0.2 $72k 1.3k 53.87
Ishares Msci Emrg Chn (EMXC) 0.2 $72k 1.1k 67.51
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.1 $69k 2.0k 35.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $69k 1.4k 50.06
Unilever Spon Adr New (UL) 0.1 $68k 1.1k 59.26
Verizon Communications (VZ) 0.1 $66k 1.5k 43.95
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $65k 458.00 142.41
Meta Platforms Cl A (META) 0.1 $65k 88.00 734.38
Ishares Tr Europe Etf (IEV) 0.1 $62k 940.00 65.48
Quantumscape Corp Com Cl A (QS) 0.1 $60k 4.9k 12.32
Ishares Tr Conv Bd Etf (ICVT) 0.1 $60k 595.00 100.10
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.1 $60k 1.4k 42.46
Johnson & Johnson (JNJ) 0.1 $60k 321.00 185.23
Robinhood Mkts Com Cl A (HOOD) 0.1 $57k 399.00 143.18
Coeur Mng Com New (CDE) 0.1 $56k 3.0k 18.76
Aberdeen Income Cred Strat (ACP) 0.1 $55k 9.5k 5.80
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $52k 2.0k 25.71
Coupang Cl A (CPNG) 0.1 $52k 1.6k 32.20
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $51k 1.9k 26.30
Procter & Gamble Company (PG) 0.1 $50k 328.00 153.78
Alphabet Cap Stk Cl C (GOOG) 0.1 $50k 207.00 243.55
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $50k 1.0k 48.47
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $49k 1.8k 26.95
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.1 $48k 699.00 69.01
Proshares Tr Bitcoin Etf (BITO) 0.1 $47k 2.4k 19.68
Vanguard Index Fds Large Cap Etf (VV) 0.1 $47k 152.00 307.86
Spdr Series Trust Bloomberg High Y (JNK) 0.1 $45k 462.00 97.99
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $45k 778.00 57.52
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $45k 470.00 95.15
Ishares Msci Eurzone Etf (EZU) 0.1 $45k 721.00 61.94
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $43k 465.00 91.43
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $42k 853.00 49.19
Oracle Corporation (ORCL) 0.1 $42k 149.00 281.24
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $41k 171.00 239.64
Ses Ai Corporation Cl A Com (SES) 0.1 $39k 24k 1.67
Invesco Actively Managed Exc Total Return (GTO) 0.1 $39k 823.00 47.51
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $38k 747.00 51.28
J P Morgan Exchange Traded F Active Growth (JGRO) 0.1 $38k 401.00 93.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $37k 625.00 59.92
Broadcom (AVGO) 0.1 $37k 112.00 329.91
T1 Energy Com New (TE) 0.1 $37k 17k 2.18
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $36k 558.00 65.01
Methanex Corp (MEOH) 0.1 $36k 908.00 39.76
Netflix (NFLX) 0.1 $36k 30.00 1198.93
Snowflake Com Shs (SNOW) 0.1 $36k 159.00 225.55
Ishares Tr Core Div Grwth (DGRO) 0.1 $36k 525.00 68.08
Texas Instruments Incorporated (TXN) 0.1 $36k 194.00 183.73
Intel Corporation (INTC) 0.1 $34k 1.0k 33.55
Wp Carey (WPC) 0.1 $34k 500.00 67.57
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.1 $33k 1.3k 24.95
Vaneck Etf Trust Long Muni Etf (MLN) 0.1 $33k 1.9k 17.48
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.1 $32k 500.00 64.24
Lam Research Corp Com New (LRCX) 0.1 $31k 231.00 133.90
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $31k 661.00 46.44
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $29k 96.00 297.62
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $29k 102.00 279.29
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $28k 779.00 35.48
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $28k 1.2k 23.47
Intuit (INTU) 0.1 $27k 40.00 682.90
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $25k 500.00 50.74
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $25k 323.00 78.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $25k 50.00 502.74
Mastercard Incorporated Cl A (MA) 0.1 $25k 44.00 568.82
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $25k 467.00 53.40
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $25k 311.00 79.82
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $24k 117.00 208.71
Federal Signal Corporation (FSS) 0.1 $24k 202.00 119.13
Select Sector Spdr Tr Technology (XLK) 0.1 $24k 85.00 281.86
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.1 $23k 334.00 70.13
Apa Corporation (APA) 0.0 $22k 921.00 24.28
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $22k 153.00 145.61
Ishares Tr Us Aer Def Etf (ITA) 0.0 $22k 106.00 209.26
Sea Sponsord Ads (SE) 0.0 $22k 124.00 178.73
Blackrock Etf Trust Ishares Advantag (BALI) 0.0 $22k 692.00 31.74
Global X Fds Defense Tech Etf (SHLD) 0.0 $22k 311.00 70.24
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $22k 551.00 39.61
J P Morgan Exchange Traded F Activebldrs Emer (JEMA) 0.0 $22k 458.00 47.55
Blackrock Etf Trust Ishares Intl Div (BIDD) 0.0 $21k 761.00 27.99
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $21k 1.0k 21.07
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.0 $21k 381.00 54.14
J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.0 $21k 439.00 46.65
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $20k 241.00 84.68
Ishares Tr High Yld Corp Bd (HYGW) 0.0 $20k 668.00 30.37
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.0 $19k 255.00 73.54
Walt Disney Company (DIS) 0.0 $19k 163.00 114.50
Blackrock Etf Trust Ii Ishares Intermed (INMU) 0.0 $19k 777.00 23.93
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $19k 253.00 73.29
Morgan Stanley Com New (MS) 0.0 $18k 116.00 158.96
J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.0 $18k 388.00 47.05
Spotify Technology S A SHS (SPOT) 0.0 $18k 26.00 698.00
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.0 $18k 262.00 67.77
Arista Networks Com Shs (ANET) 0.0 $17k 118.00 145.71
Ishares Tr Intl Div Grwth (IGRO) 0.0 $17k 211.00 79.67
Ishares Tr Investment Grade (IGEB) 0.0 $17k 361.00 46.04
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.0 $16k 314.00 51.97
Booking Holdings (BKNG) 0.0 $16k 3.00 5399.33
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $16k 116.00 139.17
Uber Technologies (UBER) 0.0 $16k 162.00 97.97
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.0 $16k 531.00 29.42
Veeva Sys Cl A Com (VEEV) 0.0 $16k 52.00 297.90
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $15k 364.00 42.16
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.0 $15k 565.00 26.95
Phillips 66 (PSX) 0.0 $15k 110.00 135.71
Select Sector Spdr Tr Indl (XLI) 0.0 $15k 94.00 154.23
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $14k 160.00 89.37
JPMorgan Chase & Co. (JPM) 0.0 $14k 45.00 315.42
MercadoLibre (MELI) 0.0 $14k 6.00 2337.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $14k 125.00 111.47
Twilio Cl A (TWLO) 0.0 $14k 139.00 100.09
Select Sector Spdr Tr Energy (XLE) 0.0 $14k 155.00 89.34
McKesson Corporation (MCK) 0.0 $13k 17.00 781.47
Eaton Corp SHS (ETN) 0.0 $13k 35.00 374.26
Cadence Design Systems (CDNS) 0.0 $13k 37.00 351.27
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $13k 548.00 23.28
Intercontinental Exchange (ICE) 0.0 $13k 74.00 168.77
Under Armour Cl A (UAA) 0.0 $13k 2.5k 4.99
Arthur J. Gallagher & Co. (AJG) 0.0 $13k 40.00 311.35
Synopsys (SNPS) 0.0 $12k 24.00 493.38
Boston Scientific Corporation (BSX) 0.0 $11k 116.00 97.63
Crowdstrike Hldgs Cl A (CRWD) 0.0 $11k 23.00 490.39
Progressive Corporation (PGR) 0.0 $11k 44.00 246.95
W.R. Berkley Corporation (WRB) 0.0 $11k 139.00 76.43
Ishares Msci Gbl Gold Mn (RING) 0.0 $10k 160.00 64.71
Ishares Tr National Mun Etf (MUB) 0.0 $10k 96.00 106.49
CBOE Holdings (CBOE) 0.0 $10k 42.00 242.74
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.0 $10k 218.00 46.63
Unified Ser Tr Oneascent Emgrg (OAEM) 0.0 $10k 295.00 34.42
Linde SHS (LIN) 0.0 $10k 21.00 475.00
Strategy Eventide High Di (ELCV) 0.0 $9.9k 372.00 26.74
Thrivent Etf Trust Small Mid Cap Eq (TSME) 0.0 $9.8k 237.00 41.49
Ishares Tr High Yld Systm B (HYDB) 0.0 $9.7k 203.00 47.85
Datadog Cl A Com (DDOG) 0.0 $9.7k 68.00 142.40
Cullen/Frost Bankers (CFR) 0.0 $9.5k 75.00 126.05
International Business Machines (IBM) 0.0 $9.3k 33.00 282.15
Spdr Series Trust Nuveen Ice Munic (TFI) 0.0 $9.3k 204.00 45.57
Etf Ser Solutions U S Global Sea T (SEA) 0.0 $9.2k 648.00 14.20
Bank of America Corporation (BAC) 0.0 $9.1k 176.00 51.65
J P Morgan Exchange Traded F Betabuilders Us (BBMC) 0.0 $9.0k 87.00 103.40
Wells Fargo & Company (WFC) 0.0 $9.0k 107.00 83.82
American Express Company (AXP) 0.0 $9.0k 27.00 332.15
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $8.9k 32.00 277.56
CRH Ord (CRH) 0.0 $8.7k 72.00 120.29
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.0 $8.6k 107.00 80.80
Nextera Energy (NEE) 0.0 $8.6k 114.00 75.49
Invesco Mortgage Capital (IVR) 0.0 $8.4k 1.1k 7.56
Dupont De Nemours (DD) 0.0 $8.3k 107.00 77.97
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $8.3k 86.00 96.47
Southern Company (SO) 0.0 $8.2k 87.00 94.77
Stryker Corporation (SYK) 0.0 $8.1k 22.00 369.68
Alliant Energy Corporation (LNT) 0.0 $8.0k 119.00 67.56
M&T Bank Corporation (MTB) 0.0 $8.0k 41.00 195.59
Diamondback Energy (FANG) 0.0 $7.9k 55.00 144.27
Sba Communications Corp Cl A (SBAC) 0.0 $7.9k 41.00 193.34
PNC Financial Services (PNC) 0.0 $7.9k 39.00 201.87
Williams Companies (WMB) 0.0 $7.7k 121.00 63.32
Markel Corporation (MKL) 0.0 $7.6k 4.00 1911.25
Casey's General Stores (CASY) 0.0 $7.5k 13.00 579.00
Toll Brothers (TOL) 0.0 $7.5k 54.00 139.07
Vanguard World Industrial Etf (VIS) 0.0 $7.4k 25.00 296.28
Southwest Airlines (LUV) 0.0 $7.4k 232.00 31.93
Home Depot (HD) 0.0 $7.3k 18.00 405.17
SYNNEX Corporation (SNX) 0.0 $7.2k 44.00 163.23
J P Morgan Exchange Traded F Betabuilders Usd (BBCB) 0.0 $7.2k 155.00 46.26
Visa Com Cl A (V) 0.0 $7.2k 21.00 341.38
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $7.1k 80.00 88.62
Rexford Industrial Realty Inc reit (REXR) 0.0 $7.1k 172.00 41.10
Lamar Advertising Cl A (LAMR) 0.0 $7.0k 58.00 121.50
Xcel Energy (XEL) 0.0 $6.8k 85.00 80.45
Autodesk (ADSK) 0.0 $6.7k 21.00 317.67
J P Morgan Exchange Traded F Divid Leaders Et (JDIV) 0.0 $6.7k 124.00 53.76
Globus Med Cl A (GMED) 0.0 $6.6k 116.00 57.27
Trane Technologies SHS (TT) 0.0 $6.5k 15.00 434.87
Otis Worldwide Corp (OTIS) 0.0 $6.4k 70.00 91.87
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $6.4k 278.00 23.09
Te Connectivity Ord Shs (TEL) 0.0 $6.4k 29.00 220.66
Hca Holdings (HCA) 0.0 $6.4k 15.00 426.20
Mid-America Apartment (MAA) 0.0 $6.3k 45.00 140.67
Hubbell (HUBB) 0.0 $6.3k 15.00 420.67
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $6.3k 136.00 46.24
Sherwin-Williams Company (SHW) 0.0 $6.2k 18.00 346.28
Analog Devices (ADI) 0.0 $6.2k 25.00 248.32
Crown Castle Intl (CCI) 0.0 $6.2k 64.00 96.92
Kinder Morgan (KMI) 0.0 $6.2k 219.00 28.31
Ishares Tr Tips Bd Etf (TIP) 0.0 $6.1k 55.00 110.75
Yum! Brands (YUM) 0.0 $6.0k 40.00 150.32
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC) 0.0 $6.0k 153.00 39.28
Ida (IDA) 0.0 $6.0k 45.00 133.07
Hilton Worldwide Holdings (HLT) 0.0 $6.0k 23.00 259.43
Expeditors International of Washington (EXPD) 0.0 $5.9k 48.00 123.79
Avery Dennison Corporation (AVY) 0.0 $5.8k 36.00 162.14
Hershey Company (HSY) 0.0 $5.8k 31.00 186.03
Ferguson Enterprises Common Stock New (FERG) 0.0 $5.7k 25.00 228.28
FedEx Corporation (FDX) 0.0 $5.7k 24.00 235.79
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $5.6k 127.00 44.48
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $5.6k 75.00 75.23
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $5.6k 98.00 57.52
Keurig Dr Pepper (KDP) 0.0 $5.6k 219.00 25.45
Cnh Indl N V SHS (CNH) 0.0 $5.5k 510.00 10.84
Solventum Corp Com Shs (SOLV) 0.0 $5.5k 75.00 73.00
S&p Global (SPGI) 0.0 $5.4k 11.00 486.73
Broadridge Financial Solutions (BR) 0.0 $5.3k 22.00 239.91
Philip Morris International (PM) 0.0 $5.2k 32.00 162.19
Corpay Com Shs (CPAY) 0.0 $5.2k 18.00 288.06
Corteva (CTVA) 0.0 $5.1k 76.00 67.45
Arch Cap Group Ord (ACGL) 0.0 $5.0k 55.00 90.73
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $4.8k 38.00 126.00
Ss&c Technologies Holding (SSNC) 0.0 $4.7k 52.00 89.52
Allegro Microsystems Ord (ALGM) 0.0 $4.6k 157.00 29.20
Bwx Technologies (BWXT) 0.0 $4.6k 25.00 183.08
Ishares Tr Cmbs Etf (CMBS) 0.0 $4.6k 93.00 49.08
J P Morgan Exchange Traded F Betabuilders Us (BBSC) 0.0 $4.3k 58.00 74.28
Marsh & McLennan Companies (MMC) 0.0 $4.2k 21.00 201.52
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $4.2k 69.00 61.12
American Intl Group Com New (AIG) 0.0 $3.9k 50.00 78.54
Cisco Systems (CSCO) 0.0 $3.9k 57.00 68.42
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $3.8k 156.00 24.40
NET Lease Office Properties (NLOP) 0.0 $3.7k 126.00 29.55
Fluor Corporation (FLR) 0.0 $3.6k 86.00 42.07
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.0 $3.6k 56.00 64.38
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $3.5k 83.00 42.13
Fidelity National Information Services (FIS) 0.0 $3.3k 50.00 65.56
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.0 $3.3k 48.00 67.90
Watsco, Incorporated (WSO) 0.0 $3.2k 8.00 397.75
Ab Active Etfs Core Plus Bd Etf (CPLS) 0.0 $3.1k 87.00 35.99
Howmet Aerospace (HWM) 0.0 $2.9k 15.00 196.20
Prudential Financial (PRU) 0.0 $2.9k 28.00 104.96
Halliburton Company (HAL) 0.0 $2.9k 117.00 24.66
Tractor Supply Company (TSCO) 0.0 $2.8k 50.00 56.88
Insight Enterprises (NSIT) 0.0 $2.8k 25.00 113.40
Ford Motor Company (F) 0.0 $2.7k 224.00 11.96
Advanced Micro Devices (AMD) 0.0 $2.6k 16.00 161.81
Blackrock (BLK) 0.0 $2.3k 2.00 1166.00
Gilead Sciences (GILD) 0.0 $2.3k 21.00 111.00
Ishares Tr Core Msci Euro (IEUR) 0.0 $2.3k 34.00 68.12
Parker-Hannifin Corporation (PH) 0.0 $2.3k 3.00 758.00
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $2.2k 10.00 215.80
Applied Materials (AMAT) 0.0 $2.0k 10.00 204.70
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $2.0k 39.00 51.08
Ishares Emng Mkts Eqt (EMGF) 0.0 $2.0k 35.00 56.57
Caterpillar (CAT) 0.0 $1.9k 4.00 477.25
Teck Resources CL B (TECK) 0.0 $1.9k 43.00 43.44
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $1.6k 4.00 391.75
Charles Schwab Corporation (SCHW) 0.0 $1.4k 15.00 95.47
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $1.4k 21.00 66.90
Digital Realty Trust (DLR) 0.0 $1.4k 8.00 172.88
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $1.3k 13.00 96.85
Ishares Tr Global Energ Etf (IXC) 0.0 $1.2k 29.00 41.76
Carrier Global Corporation (CARR) 0.0 $1.2k 20.00 59.70
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $1.2k 8.00 145.62
Ventas (VTR) 0.0 $1.1k 16.00 70.00
Siriusxm Holdings Common Stock (SIRI) 0.0 $1.1k 47.00 23.28
Fossil (FOSL) 0.0 $1.0k 400.00 2.57
Royal Caribbean Cruises (RCL) 0.0 $971.000100 3.00 323.67
American Tower Reit (AMT) 0.0 $962.000000 5.00 192.40
American Airls (AAL) 0.0 $865.002600 77.00 11.23
Roundhill Etf Trust Bitcoin Covered (YBTC) 0.0 $623.999600 14.00 44.57
Citigroup Com New (C) 0.0 $609.000000 6.00 101.50
Ishares Ethereum Tr SHS (ETHA) 0.0 $604.999900 19.00 31.84
Warner Bros Discovery Com Ser A (WBD) 0.0 $546.999600 28.00 19.54
ACCO Brands Corporation (ACCO) 0.0 $499.000000 125.00 3.99
Ball Corporation (BALL) 0.0 $408.000000 8.00 51.00
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $381.000000 6.00 63.50
Terns Pharmaceuticals (TERN) 0.0 $376.000000 50.00 7.52
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.0 $312.999900 3.00 104.33
Liberty Media Corp Del Com Lbty Liv S C (LLYVK) 0.0 $291.000000 3.00 97.00
Dell Technologies CL C (DELL) 0.0 $284.000000 2.00 142.00
Liberty Global Com Cl C (LBTYK) 0.0 $212.000400 18.00 11.78
Ishares Tr Morningstar Valu (ILCV) 0.0 $181.000000 2.00 90.50
Utstarcom Holdings Corp. Stock 0.0 $127.000000 50.00 2.54
Liberty Media Corp Del Com Lbty One S A (FWONA) 0.0 $95.000000 1.00 95.00
Liberty Media Corp Del Com Lbty Liv S A (LLYVA) 0.0 $94.000000 1.00 94.00
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.0 $69.000000 1.00 69.00
Liberty Global Com Cl A (LBTYA) 0.0 $69.000000 6.00 11.50
Liberty Broadband Corp Com Ser A (LBRDA) 0.0 $63.000000 1.00 63.00
Ishares Tr Us Infrastruc (IFRA) 0.0 $53.000000 1.00 53.00
Atlanta Braves Hldgs Com Ser C (BATRK) 0.0 $42.000000 1.00 42.00
Gci Liberty Com Ser C (GLIBK) 0.0 $37.000000 1.00 37.00
Lionsgate Studios Corp (LION) 0.0 $28.000000 4.00 7.00
Liberty Latin America Com Cl C (LILAK) 0.0 $17.000000 2.00 8.50