Lifeworks Advisors

Lifeworks Advisors as of June 30, 2026

Portfolio Holdings for Lifeworks Advisors

Lifeworks Advisors holds 337 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
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 6.6 $63M 1.2M 50.39
Ishares Tr Us Treas Bd Etf (GOVT) 2.8 $27M 1.2M 22.78
Dell Technologies CL C (DELL) 2.8 $26M 61k 431.46
Seagate Technology Hldngs Pl Ord Shs (STX) 2.7 $26M 27k 965.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.2 $21M 196k 109.07
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.1 $20M 404k 48.43
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.0 $19M 371k 50.23
Ishares Tr Mbs Etf (MBB) 1.9 $18M 193k 94.52
Ishares Gold Tr Ishares New (IAU) 1.8 $18M 232k 75.51
Corning Incorporated (GLW) 1.7 $17M 65k 255.43
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.7 $16M 57k 285.58
Microsoft Corporation (MSFT) 1.3 $13M 34k 373.02
Hewlett Packard Enterprise (HPE) 1.3 $12M 275k 45.11
Jabil Circuit (JBL) 1.3 $12M 32k 385.48
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.3 $12M 17k 746.77
Ea Series Trust Alpha Arch 1-3 (BOXX) 1.3 $12M 105k 117.09
Gilead Sciences (GILD) 1.2 $12M 93k 126.34
Fidelity Covington Trust Msci Indl Indx (FIDU) 1.2 $11M 115k 99.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $11M 15k 736.42
Altria (MO) 1.2 $11M 155k 71.95
Cisco Systems (CSCO) 1.2 $11M 95k 117.46
Apple (AAPL) 1.2 $11M 38k 289.36
Abbvie (ABBV) 1.2 $11M 44k 251.64
Caterpillar (CAT) 1.1 $11M 10k 1064.89
Johnson & Johnson (JNJ) 1.1 $11M 42k 253.97
Ishares Tr Msci Emg Mkt Etf (EEM) 1.0 $9.6M 141k 68.41
eBay (EBAY) 1.0 $9.5M 85k 111.75
Merck & Co (MRK) 1.0 $9.5M 74k 128.50
F5 Networks (FFIV) 0.9 $8.9M 22k 415.97
Southern Company (SO) 0.9 $8.9M 93k 95.71
Paccar (PCAR) 0.9 $8.9M 74k 120.12
Cummins (CMI) 0.9 $8.7M 12k 713.20
Keysight Technologies (KEYS) 0.9 $8.3M 24k 350.08
Ishares Tr Core S&p500 Etf (IVV) 0.9 $8.3M 11k 748.91
Pfizer (PFE) 0.9 $8.1M 338k 24.08
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.8 $8.0M 241k 33.29
Raytheon Technologies Corp (RTX) 0.8 $7.9M 42k 189.73
International Business Machines (IBM) 0.8 $7.7M 27k 281.20
Linde SHS (LIN) 0.8 $7.7M 15k 518.93
Qualcomm (QCOM) 0.8 $7.5M 41k 184.79
Deere & Company (DE) 0.8 $7.5M 12k 634.36
NetApp (NTAP) 0.8 $7.4M 48k 154.76
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.8 $7.4M 96k 77.25
Loews Corporation (L) 0.8 $7.4M 65k 113.21
Kroger (KR) 0.8 $7.2M 130k 55.53
Hartford Financial Services (HIG) 0.7 $7.1M 54k 132.52
Clorox Company (CLX) 0.7 $6.9M 73k 95.44
Garmin SHS (GRMN) 0.7 $6.7M 28k 237.54
Campbell Soup Company (CPB) 0.7 $6.6M 297k 22.27
Wabtec Corporation (WAB) 0.7 $6.4M 24k 269.60
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.7 $6.4M 165k 38.59
Oracle Corporation (ORCL) 0.7 $6.3M 43k 146.55
Visa Com Cl A (V) 0.6 $6.2M 18k 343.08
Evergy (EVRG) 0.6 $6.0M 69k 86.43
Republic Services (RSG) 0.6 $5.9M 28k 213.08
Illinois Tool Works (ITW) 0.6 $5.8M 22k 270.47
Nortonlifelock (GEN) 0.6 $5.6M 226k 24.89
Ishares Tr National Mun Etf (MUB) 0.6 $5.3M 49k 107.62
NVIDIA Corporation (NVDA) 0.6 $5.3M 26k 200.09
Amazon (AMZN) 0.5 $5.2M 22k 238.34
Amcor Com New (AMCR) 0.5 $5.2M 120k 43.35
Hp (HPQ) 0.5 $5.1M 234k 21.94
Spdr Series Trust St Str P500etf (SPYM) 0.5 $5.0M 57k 87.88
Spdr Series Trust St Str Aggre Etf (SPAB) 0.5 $4.8M 190k 25.52
TJX Companies (TJX) 0.5 $4.8M 32k 151.50
Medtronic SHS (MDT) 0.5 $4.4M 56k 78.23
Spdr Gold Tr Gold Shs (GLD) 0.4 $4.2M 11k 368.36
Automatic Data Processing (ADP) 0.4 $4.2M 19k 223.95
Verisign (VRSN) 0.4 $4.1M 17k 251.56
Vanguard Index Fds Large Cap Etf (VV) 0.4 $4.0M 12k 343.90
Abbott Laboratories (ABT) 0.4 $4.0M 44k 90.74
Pentair SHS (PNR) 0.4 $3.9M 50k 76.66
Otis Worldwide Corp (OTIS) 0.4 $3.8M 53k 71.60
Fidelity Covington Trust Consmr Staples (FSTA) 0.4 $3.7M 70k 52.54
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.4 $3.6M 225k 15.88
Alphabet Cap Stk Cl A (GOOGL) 0.4 $3.5M 9.8k 357.37
Ishares Tr Russell 2000 Etf (IWM) 0.4 $3.5M 12k 300.44
Micron Technology (MU) 0.4 $3.4M 3.0k 1154.25
Applied Materials (AMAT) 0.3 $3.2M 4.4k 723.01
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $2.8M 30k 94.57
Honeywell International (HON) 0.3 $2.8M 13k 223.89
Honeywell Aerospace (HONA) 0.3 $2.8M 13k 221.07
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.3 $2.6M 25k 102.84
Ishares Msci Japan Etf (EWJ) 0.3 $2.6M 28k 93.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.6M 3.7k 686.76
Fidelity Covington Trust Msci Utils Index (FUTY) 0.3 $2.4M 42k 58.42
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $2.4M 99k 24.14
Broadcom (AVGO) 0.2 $2.4M 6.2k 377.76
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $2.3M 30k 76.56
Ge Vernova (GEV) 0.2 $2.3M 2.0k 1175.13
Fidelity Covington Trust Msci Matls Index (FMAT) 0.2 $2.3M 39k 58.51
Eli Lilly & Co. (LLY) 0.2 $2.3M 1.9k 1199.54
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.2 $2.3M 80k 28.60
Advanced Micro Devices (AMD) 0.2 $2.2M 3.9k 580.97
Tesla Motors (TSLA) 0.2 $2.2M 5.2k 420.62
Wal-Mart Stores (WMT) 0.2 $2.2M 19k 113.26
Kla Corp Com New (KLAC) 0.2 $2.1M 7.0k 301.71
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $2.0M 29k 68.01
Exxon Mobil Corporation 0.2 $1.9M 14k 136.72
Corteva (CTVA) 0.2 $1.9M 23k 84.69
Meta Platforms Cl A (META) 0.2 $1.9M 3.3k 563.21
Spdr Series Trust ST STR P500GRW (SPYG) 0.2 $1.8M 15k 118.99
Vanguard Index Fds Value Etf (VTV) 0.2 $1.8M 8.3k 217.93
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.8M 13k 137.53
Motorola Solutions Com New (MSI) 0.2 $1.7M 4.2k 415.33
Dimensional Etf Trust Us Cor Equ 2 Etf 0.2 $1.7M 38k 44.36
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.7M 19k 86.14
Netflix (NFLX) 0.2 $1.6M 23k 71.40
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $1.6M 3.2k 496.80
Crowdstrike Hldgs Cl A (CRWD) 0.2 $1.6M 2.1k 763.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.5M 22k 71.25
Spdr Series Trust St Shor Corp Etf (SPSB) 0.1 $1.4M 47k 30.01
Incyte Corporation (INCY) 0.1 $1.4M 12k 113.36
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.1 $1.4M 27k 51.78
Spdr Series Trust St Str P500val (SPYV) 0.1 $1.4M 23k 60.79
Coca-Cola Company (KO) 0.1 $1.3M 17k 81.27
Western Digital (WDC) 0.1 $1.3M 2.1k 638.72
Electronic Arts (EA) 0.1 $1.3M 6.4k 205.05
American Express Company (AXP) 0.1 $1.3M 3.8k 338.24
Spdr Series Trust ST STR PR SP1500 (SPTM) 0.1 $1.3M 14k 90.79
JPMorgan Chase & Co. (JPM) 0.1 $1.3M 3.9k 327.33
Intuitive Surgical Com New (ISRG) 0.1 $1.2M 3.1k 397.70
Home Depot (HD) 0.1 $1.2M 3.5k 352.71
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.2M 5.4k 227.06
Boeing Company (BA) 0.1 $1.2M 5.6k 216.47
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $1.2M 26k 46.15
Viatris (VTRS) 0.1 $1.2M 76k 15.88
Uber Technologies (UBER) 0.1 $1.2M 17k 72.16
Procter & Gamble Company (PG) 0.1 $1.2M 8.0k 146.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.1M 2.2k 500.39
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.1M 8.7k 124.42
Blackrock Etf Trust Isha I In Te Etf (BAI) 0.1 $1.1M 21k 52.72
Pepsi (PEP) 0.1 $1.1M 7.9k 135.40
Spdr Series Trust St Str P400mid (SPMD) 0.1 $1.0M 15k 67.56
Ge Aerospace Com New (GE) 0.1 $1.0M 2.7k 373.75
Howmet Aerospace (HWM) 0.1 $1.0M 3.8k 268.85
Axon Enterprise (AXON) 0.1 $978k 1.7k 560.50
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $939k 12k 80.57
Sandisk Corp (SNDK) 0.1 $937k 412.00 2273.73
Ishares Tr Eafe Value Etf (EFV) 0.1 $929k 12k 76.55
Texas Instruments Incorporated (TXN) 0.1 $928k 3.1k 298.10
Teradyne (TER) 0.1 $927k 1.9k 483.84
Applovin Corp Com Cl A (APP) 0.1 $907k 1.8k 515.12
Ishares Core Msci Emkt (IEMG) 0.1 $878k 11k 82.84
Robinhood Mkts Com Cl A (HOOD) 0.1 $869k 8.7k 100.28
Hormel Foods Corporation (HRL) 0.1 $868k 35k 24.82
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $862k 29k 29.43
Colgate-Palmolive Company (CL) 0.1 $862k 9.4k 91.68
Costco Wholesale Corporation (COST) 0.1 $854k 913.00 935.47
Dollar Tree (DLTR) 0.1 $832k 6.9k 120.95
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $823k 21k 40.21
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $818k 19k 43.06
Verizon Communications (VZ) 0.1 $810k 19k 42.34
Monolithic Power Systems (MPWR) 0.1 $792k 573.00 1382.36
Spdr Series Trust St Inter Etf (SPTI) 0.1 $777k 27k 28.39
Spdr Series Trust ST STR SP600 SML (SPSM) 0.1 $772k 13k 57.67
UnitedHealth (UNH) 0.1 $768k 1.8k 415.63
Anthem (ELV) 0.1 $765k 2.0k 386.73
Lockheed Martin Corporation (LMT) 0.1 $763k 1.5k 509.46
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $761k 15k 52.41
Cardinal Health (CAH) 0.1 $757k 3.2k 237.56
Ishares Tr Msci Eafe Etf (EFA) 0.1 $749k 7.2k 103.88
Quest Diagnostics Incorporated (DGX) 0.1 $746k 3.5k 211.95
Cadence Design Systems (CDNS) 0.1 $734k 2.0k 375.29
Biogen Idec (BIIB) 0.1 $719k 3.3k 216.04
Xcel Energy (XEL) 0.1 $716k 8.9k 80.30
McDonald's Corporation (MCD) 0.1 $714k 2.6k 270.31
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $695k 7.0k 98.98
Travelers Companies (TRV) 0.1 $692k 2.1k 330.12
Chevron Corporation (CVX) 0.1 $688k 4.2k 165.76
Marathon Petroleum Corp (MPC) 0.1 $683k 2.7k 255.67
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $682k 18k 38.23
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $679k 3.1k 219.43
CF Industries Holdings (CF) 0.1 $674k 6.2k 108.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $664k 1.8k 370.04
Consolidated Edison (ED) 0.1 $654k 5.9k 110.63
SYSCO Corporation (SYY) 0.1 $653k 7.8k 83.58
Amgen (AMGN) 0.1 $652k 1.8k 362.18
Alphabet Cap Stk Cl C (GOOG) 0.1 $651k 1.8k 353.41
Blackrock Etf Trust Isha In Ctry Etf (CORO) 0.1 $651k 18k 36.60
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $643k 8.8k 73.41
Simplify Exchange Traded Fun Barrier Income (SBAR) 0.1 $643k 25k 25.60
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $632k 23k 27.70
Spdr Series Trust St Port High Etf (SPHY) 0.1 $614k 26k 23.44
Walt Disney Company (DIS) 0.1 $608k 6.3k 96.26
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $601k 11k 56.16
Select Sector Spdr Tr St Str Care Etf (XLV) 0.1 $596k 3.8k 158.66
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $594k 12k 50.57
Ishares Tr Long Term Muni (LMUB) 0.1 $586k 11k 51.22
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $556k 9.6k 58.20
Packaging Corporation of America (PKG) 0.1 $555k 2.3k 238.28
Eaton Corp SHS (ETN) 0.1 $543k 1.3k 426.12
Lyondellbasell Industries Nv Shs - A - (LYB) 0.1 $538k 10k 52.65
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $537k 2.8k 190.52
Microchip Technology (MCHP) 0.1 $536k 5.9k 91.20
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $531k 1.5k 342.83
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $525k 23k 22.89
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 0.1 $517k 14k 36.53
Target Corporation (TGT) 0.1 $515k 3.9k 130.61
Darden Restaurants (DRI) 0.1 $512k 2.5k 206.01
Trimble Navigation (TRMB) 0.1 $511k 10k 51.18
Valero Energy Corporation (VLO) 0.1 $504k 1.9k 260.46
Strategy Cl A New (MSTR) 0.1 $499k 5.7k 86.93
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $494k 9.3k 53.11
Everest Re Group (EG) 0.1 $492k 1.4k 357.23
Vanguard Index Fds Small Cp Etf (VB) 0.1 $481k 1.6k 303.12
Albemarle Corporation (ALB) 0.1 $481k 3.6k 135.01
Intel Corporation (INTC) 0.1 $481k 3.4k 139.63
Blackrock Etf Trust Isha La Core Etf (BLCR) 0.1 $479k 9.5k 50.37
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $474k 6.8k 69.48
Johnson Controls Internation SHS (JCI) 0.0 $470k 3.2k 146.11
CVS Caremark Corporation (CVS) 0.0 $467k 4.5k 103.45
Comcast Corp Cl A (CMCSA) 0.0 $461k 19k 24.55
C H Robinson Worldwide In Com New (CHRW) 0.0 $456k 2.4k 188.34
Spdr Series Trust St Nuve Term Etf (SHM) 0.0 $450k 9.4k 47.97
FirstEnergy (FE) 0.0 $446k 9.4k 47.54
Kimberly-Clark Corporation (KMB) 0.0 $438k 4.0k 109.77
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $437k 2.4k 185.23
Lowe's Companies (LOW) 0.0 $435k 2.0k 220.49
Spdr Series Trust Sst Spdr Bloombe (EBND) 0.0 $434k 21k 20.92
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $429k 11k 40.64
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR) 0.0 $423k 8.4k 50.33
Philip Morris International (PM) 0.0 $421k 2.3k 180.88
Enbridge (ENB) 0.0 $408k 7.5k 54.21
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $407k 7.9k 51.29
DaVita (DVA) 0.0 $403k 1.8k 222.48
Blackrock Etf Trust Isha Us Them Etf (THRO) 0.0 $402k 9.3k 43.11
United Parcel Svcs CL B (UPS) 0.0 $400k 3.7k 107.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $398k 6.7k 59.69
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $395k 16k 24.22
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $390k 817.00 477.57
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $389k 3.9k 100.35
Doordash Cl A (DASH) 0.0 $387k 2.1k 184.53
Delta Air Lines Com New (DAL) 0.0 $386k 4.1k 93.66
Welltower Inc Com reit (WELL) 0.0 $386k 1.7k 226.91
Chubb (CB) 0.0 $383k 1.1k 340.74
Blackrock Etf Trust Ishares Defense (IDEF) 0.0 $382k 12k 31.78
Ishares Tr 0-3 Mth Treasury (SGOV) 0.0 $380k 3.8k 100.67
American Centy Etf Tr Diversified Mu (TAXF) 0.0 $378k 7.4k 50.84
Realty Income (O) 0.0 $373k 6.0k 61.96
Carrier Global Corporation (CARR) 0.0 $371k 5.1k 73.35
American Electric Power Company (AEP) 0.0 $365k 2.7k 136.81
Spdr Index Shs Fds St Intl Cap Etf (GWX) 0.0 $363k 8.3k 43.76
Tidal Trust Ii Yiel Se Port Etf (CHPY) 0.0 $358k 4.1k 88.13
Autodesk (ADSK) 0.0 $358k 1.8k 194.42
Nucor Corporation (NUE) 0.0 $357k 1.6k 222.75
General Mills (GIS) 0.0 $356k 10k 34.80
Cme (CME) 0.0 $348k 1.6k 220.83
General Dynamics Corporation (GD) 0.0 $347k 980.00 354.24
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.0 $343k 2.8k 123.44
Emerson Electric (EMR) 0.0 $341k 2.4k 143.15
Union Pacific Corporation (UNP) 0.0 $339k 1.2k 271.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $335k 4.3k 77.11
Nextera Energy (NEE) 0.0 $333k 3.8k 87.77
Spdr Series Trust State Stret Spdr (TIPX) 0.0 $332k 18k 18.93
HEICO Corporation (HEI) 0.0 $331k 928.00 356.19
Pinnacle West Capital Corporation (PNW) 0.0 $328k 3.1k 107.00
Ishares Tr Ultra Short Dur (ICSH) 0.0 $326k 6.4k 50.58
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $325k 6.4k 50.58
Fox Corp Cl B Com (FOX) 0.0 $324k 6.9k 46.84
Ishares Tr Ibonds Dec 2033 (IBDY) 0.0 $323k 13k 25.75
Wells Fargo & Company (WFC) 0.0 $322k 3.9k 82.65
Ea Series Trust Alpha Architect (AAVM) 0.0 $322k 9.5k 33.71
Fidelity Covington Trust Enhanced Large (FELV) 0.0 $320k 8.0k 40.09
Boston Scientific Corporation (BSX) 0.0 $320k 7.5k 42.68
Analog Devices (ADI) 0.0 $314k 790.00 397.17
Booking Holdings (BKNG) 0.0 $313k 1.8k 178.24
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 0.0 $312k 7.8k 39.80
Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $310k 13k 24.23
W.W. Grainger (GWW) 0.0 $309k 227.00 1360.40
Sei Exchange Traded Funds Qim Us Large Cap (SEIM) 0.0 $308k 5.5k 56.15
Atmos Energy Corporation (ATO) 0.0 $308k 1.8k 172.27
Godaddy Cl A (GDDY) 0.0 $308k 3.6k 84.88
Cincinnati Financial Corporation (CINF) 0.0 $305k 1.6k 185.14
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $304k 8.4k 36.13
Franklin Resources (BEN) 0.0 $293k 8.8k 33.27
Sei Exchange Traded Funds Qim Us Large Val (SEIV) 0.0 $292k 6.1k 48.00
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) 0.0 $290k 8.1k 35.61
Eversource Energy (ES) 0.0 $287k 4.0k 72.27
Stryker Corporation (SYK) 0.0 $286k 909.00 314.84
Charles Schwab Corporation (SCHW) 0.0 $283k 3.1k 92.27
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.0 $281k 6.5k 43.04
Best Buy (BBY) 0.0 $280k 3.7k 75.88
Ishares Tr U.s. Pharma Etf (IHE) 0.0 $279k 2.8k 99.01
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $274k 903.00 302.97
At&t (T) 0.0 $272k 13k 20.70
Strategic Trust Running Gwth Etf (RUNN) 0.0 $270k 8.3k 32.40
Spdr Index Shs Fds St Dow Globa Etf (RWO) 0.0 $266k 5.4k 49.71
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $262k 2.6k 102.25
Strategy Newfound Reslv (ROMO) 0.0 $261k 7.7k 33.76
Kenvue (KVUE) 0.0 $257k 13k 19.11
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.0 $256k 3.1k 83.07
T. Rowe Price (TROW) 0.0 $256k 2.3k 113.69
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $255k 2.9k 88.53
Dycom Industries (DY) 0.0 $253k 500.00 505.66
Spdr Series Trust St Str Sp Pharma (XPH) 0.0 $251k 3.8k 66.27
Vaneck Etf Trust Ig Floa Rate Etf (FLTR) 0.0 $251k 9.8k 25.61
Bristol Myers Squibb (BMY) 0.0 $249k 4.3k 57.62
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.0 $248k 2.7k 93.13
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $246k 9.3k 26.50
Ameren Corporation (AEE) 0.0 $245k 2.2k 113.04
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $245k 2.4k 103.96
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.0 $242k 5.2k 46.74
Devon Energy Corporation (DVN) 0.0 $242k 5.8k 41.32
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $236k 359.00 655.89
Spdr Series Trust St Sho Treas Etf (SPTS) 0.0 $232k 8.0k 29.01
Lauder Estee Cos Cl A (EL) 0.0 $231k 2.9k 78.95
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $231k 9.8k 23.52
Spdr Series Trust St Str Backe Etf (SPMB) 0.0 $230k 10k 22.31
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.0 $229k 4.4k 52.34
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $227k 2.8k 81.06
Becton, Dickinson and (BDX) 0.0 $227k 1.5k 151.33
Vanguard World Inf Tech Etf (VGT) 0.0 $226k 1.9k 119.52
Avnet (AVT) 0.0 $221k 2.5k 88.82
Carvana Cl A (CVNA) 0.0 $219k 3.3k 65.83
Lam Research Corp Com New (LRCX) 0.0 $218k 504.00 433.33
Palantir Technologies Cl A (PLTR) 0.0 $218k 1.9k 116.67
Ishares Tr Core Intl Aggr (IAGG) 0.0 $216k 4.3k 50.60
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $216k 888.00 242.99
Host Hotels & Resorts (HST) 0.0 $215k 9.1k 23.71
Ishares Tr Core Msci Eafe (IEFA) 0.0 $215k 2.2k 96.57
Spdr Series Trust St Str Usd Etf (EMHC) 0.0 $215k 8.4k 25.44
Mastercard Incorporated Cl A (MA) 0.0 $215k 418.00 513.60
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) 0.0 $215k 5.3k 40.29
Arista Networks Com Shs (ANET) 0.0 $212k 1.2k 169.88
Fidelity Covington Trust Msci Energy Idx (FENY) 0.0 $211k 7.2k 29.56
AFLAC Incorporated (AFL) 0.0 $209k 1.8k 117.25
Air Products & Chemicals (APD) 0.0 $206k 701.00 293.18
Blackrock (BLK) 0.0 $204k 212.00 963.10
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.0 $203k 2.2k 91.38
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $203k 4.5k 45.52
Cintas Corporation (CTAS) 0.0 $202k 1.2k 170.08
Nrg Energy Com New (NRG) 0.0 $202k 1.4k 146.11
ConAgra Foods (CAG) 0.0 $201k 15k 13.46
DNP Select Income Fund (DNP) 0.0 $170k 16k 10.79
Direxion Shares Etf Trust Daily 500 1x Etf (SPDN) 0.0 $158k 18k 8.67
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $153k 26k 5.83