Lodestone Wealth Management

Lodestone Wealth Management as of June 30, 2026

Portfolio Holdings for Lodestone Wealth Management

Lodestone Wealth Management holds 781 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
Capital Group Core Plus Income Etf Etf (CGCP) 4.1 $12M 524k 22.29
Apple Stock (AAPL) 3.0 $8.6M 30k 289.36
Capital Group Short Duration Income Etf Etf (CGSD) 3.0 $8.5M 329k 25.73
Jpmorgan Ultra-short Income Etf Etf (JPST) 2.5 $7.2M 143k 50.57
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.4 $6.7M 19k 353.32
Capital Group Dividend Value Etf Etf (CGDV) 2.3 $6.5M 131k 49.28
Nvidia Corporation Stock (NVDA) 1.8 $5.1M 26k 200.09
Microsoft Corp Stock (MSFT) 1.8 $5.0M 13k 373.01
Amgen Stock (AMGN) 1.7 $4.9M 13k 362.12
Capital Group International Focus Equity Etf Etf (CGXU) 1.7 $4.8M 137k 34.62
Vanguard Value Etf Etf (VTV) 1.7 $4.7M 22k 217.93
Pacer Us Cash Cows 100 Etf Etf (COWZ) 1.6 $4.5M 73k 62.20
Jpmorgan Chase & Co Stock (JPM) 1.5 $4.4M 13k 327.33
Merck & Co Stock (MRK) 1.5 $4.2M 33k 128.49
Vanguard Ftse Developed Markets Etf Etf (VEA) 1.5 $4.2M 59k 71.25
Cisco Sys Stock (CSCO) 1.5 $4.1M 35k 117.46
Vanguard Total Stock Market Etf Etf (VTI) 1.4 $3.9M 10k 370.05
Capital Group U.s. Multi-sector Income Etf Etf (CGMS) 1.3 $3.8M 139k 27.33
Dimensional U.s. Equity Market Etf Etf (DFUS) 1.3 $3.7M 45k 81.94
Vanguard Short-term Bond Etf Etf (BSV) 1.2 $3.5M 45k 77.91
Simon Ppty Group Reit (SPG) 1.2 $3.4M 15k 223.79
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 1.2 $3.4M 84k 40.21
Amazon Stock (AMZN) 1.2 $3.3M 14k 238.34
Macerich Reit (MAC) 1.1 $3.1M 122k 25.19
American Express Stock (AXP) 1.0 $3.0M 8.7k 338.31
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.0 $2.9M 5.9k 500.35
Dimensional International Core Equity Market Etf Etf (DFAI) 1.0 $2.9M 71k 41.25
Capital Group Core Equity Etf Etf (CGUS) 1.0 $2.9M 66k 44.48
Cenovus Energy Stock (CVE) 1.0 $2.9M 117k 24.81
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 1.0 $2.7M 55k 50.23
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.0 $2.7M 7.6k 357.38
Apa Corporation Stock (APA) 0.9 $2.6M 79k 32.57
D R Horton Stock (DHI) 0.9 $2.4M 15k 162.82
Dimensional International Value Etf Etf (DFIV) 0.9 $2.4M 45k 54.02
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.8 $2.3M 6.8k 342.83
Capital Group Core Bond Etf Etf (CGCB) 0.8 $2.2M 83k 26.18
Bank Of Amer Corp Stock (BAC) 0.8 $2.2M 38k 56.98
Invesco S&p Smallcap Momentum Etf Etf (XSMO) 0.7 $2.1M 23k 93.63
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.7 $2.0M 50k 40.64
Meta Platforms Inc Cl A Stock (META) 0.7 $2.0M 3.5k 563.30
Micron Technology Stock (MU) 0.7 $1.9M 1.7k 1154.13
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.7 $1.9M 27k 69.90
Visa Inc Com Cl A Stock (V) 0.7 $1.8M 5.4k 343.11
Target Corp Stock (TGT) 0.6 $1.8M 14k 130.65
Chevron Corporation Stock (CVX) 0.6 $1.7M 10k 165.75
Intel Corp Stock (INTC) 0.6 $1.7M 12k 139.63
NVR Stock (NVR) 0.6 $1.7M 248.00 6813.39
Qualcomm Stock (QCOM) 0.6 $1.7M 9.1k 184.79
Vanguard Large-cap Etf Etf (VV) 0.6 $1.7M 4.9k 343.89
Blackstone Stock (BX) 0.6 $1.6M 14k 117.67
Ebay Stock (EBAY) 0.6 $1.6M 15k 111.69
Diamondback Energy Stock (FANG) 0.6 $1.6M 9.2k 175.78
Advanced Micro Devices Stock (AMD) 0.6 $1.6M 2.7k 580.91
Taiwan Semiconductor Manufact Adr (TSM) 0.5 $1.5M 3.2k 477.50
Occidental Pete Corp Stock (OXY) 0.5 $1.5M 31k 48.56
Conocophillips Stock (COP) 0.5 $1.5M 15k 103.98
Johnson & Johnson Stock (JNJ) 0.5 $1.5M 5.7k 253.97
Fifth Third Bancorp Stock (FITB) 0.5 $1.5M 26k 56.37
Lam Research Corp Stock (LRCX) 0.5 $1.5M 3.4k 433.33
Lennar Corp Cl A Stock (LEN) 0.5 $1.4M 16k 90.51
Pacer Us Small Cap Cash Cows Etf Etf (CALF) 0.5 $1.4M 28k 50.61
Costco Wholesale Corporation Stock (COST) 0.5 $1.4M 1.5k 935.76
Home Depot Stock (HD) 0.5 $1.4M 3.9k 352.57
Unitedhealth Group Stock (UNH) 0.5 $1.3M 3.2k 415.23
Capital Group Growth Etf Etf (CGGR) 0.5 $1.3M 28k 47.20
Broadcom Stock (AVGO) 0.4 $1.2M 3.3k 377.76
Capital Group Global Growth Equity Etf Etf (CGGO) 0.4 $1.2M 29k 42.33
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 0.4 $1.2M 44k 26.52
Exxonmobil Holdings Corp Stock 0.4 $1.1M 8.3k 136.73
Spdr Gold Shares Etf (GLD) 0.4 $1.1M 3.1k 368.38
Marvell Technology Stock (MRVL) 0.4 $1.1M 3.8k 297.92
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.4 $1.1M 11k 100.81
Western Alliance Bancorp Stock (WAL) 0.4 $1.1M 13k 82.20
Schwab Charles Corp Stock (SCHW) 0.4 $1.1M 12k 92.27
State Street Spdr S&p 500 Etf Etf (SPY) 0.4 $1.1M 1.4k 746.77
Capital Group New Geography Equity Etf Etf (CGNG) 0.4 $1.1M 29k 37.46
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.4 $1.1M 27k 38.79
U Haul Holding Company Com Ser N Stock (UHAL.B) 0.4 $1.1M 18k 58.28
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 0.4 $1.1M 16k 64.71
Paccar Stock (PCAR) 0.4 $1.0M 8.6k 120.12
Credit Accep Corp Mich Stock (CACC) 0.3 $979k 1.5k 636.74
Tesla Stock (TSLA) 0.3 $939k 2.2k 420.60
Digitalocean Hldgs Stock (DOCN) 0.3 $932k 5.9k 157.03
Asml Hldg Nv N Y Registry Adr (ASML) 0.3 $872k 438.00 1990.25
Vanguard Total Bond Market Etf Etf (BND) 0.3 $822k 11k 73.41
Oracle Corp Stock (ORCL) 0.3 $764k 5.2k 146.56
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $749k 1.0k 736.68
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.3 $743k 973.00 763.14
Palantir Technologies Inc Cl A Stock (PLTR) 0.3 $730k 6.3k 116.67
Walmart Stock (WMT) 0.3 $723k 6.4k 113.26
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.3 $717k 14k 53.11
Ishares Msci Eafe Value Etf Etf (EFV) 0.2 $688k 9.0k 76.55
Mcdonalds Corp Stock (MCD) 0.2 $685k 2.5k 270.32
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $681k 909.00 748.74
Vanguard Mid-cap Etf Etf (VO) 0.2 $675k 8.4k 80.57
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.2 $673k 4.4k 154.29
M & T Bk Corp Stock (MTB) 0.2 $670k 2.8k 237.06
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.2 $667k 3.5k 190.52
Jpmorgan Short Duration Core Plus Etf Etf (JSCP) 0.2 $659k 14k 47.14
Amkor Technology Stock (AMKR) 0.2 $596k 6.9k 86.23
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.2 $590k 16k 36.87
Boeing Stock (BA) 0.2 $586k 2.7k 216.47
Crocs Stock (CROX) 0.2 $583k 4.8k 120.63
Vanguard Small-cap Etf Etf (VB) 0.2 $580k 1.9k 303.17
Capital Group International Equity Etf Etf (CGIE) 0.2 $580k 16k 36.78
Vanguard Mid-cap Growth Etf Etf (VOT) 0.2 $578k 1.9k 306.31
Vanguard Small Cap Value Etf Etf (VBR) 0.2 $572k 2.4k 243.02
Mckesson Corp Stock (MCK) 0.2 $553k 732.00 755.14
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.2 $549k 10k 53.61
Capital Group Core Balanced Etf Etf (CGBL) 0.2 $537k 14k 37.96
Zoetis Inc Cl A Stock (ZTS) 0.2 $537k 7.5k 71.86
Invesco S&p Midcap Momentum Etf Etf (XMMO) 0.2 $534k 3.1k 170.14
Capital Group Dividend Growers Etf Etf (CGDG) 0.2 $522k 14k 37.51
Fedex Corp Stock (FDX) 0.2 $521k 1.7k 313.11
Vanguard S&p 500 Etf Etf (VOO) 0.2 $518k 753.00 687.23
Coca Cola Stock (KO) 0.2 $509k 6.3k 81.27
Ulta Beauty Stock (ULTA) 0.2 $501k 1.1k 450.96
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.2 $481k 3.0k 158.67
Mercadolibre Stock (MELI) 0.2 $479k 282.00 1697.39
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.2 $469k 4.6k 102.16
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.2 $469k 10k 45.34
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $467k 2.1k 219.43
Schwab Us Dividend Equity Etf Etf (SCHD) 0.2 $465k 15k 31.71
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.2 $452k 5.4k 83.07
Toyota Motor Corp Ads Adr (TM) 0.2 $448k 2.7k 168.42
Allstate Corp Stock (ALL) 0.1 $425k 1.8k 237.93
Eli Lilly & Co Stock (LLY) 0.1 $425k 354.00 1199.45
Capital Group Conservative Equity Etf Etf (CGCV) 0.1 $421k 13k 32.82
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $421k 7.1k 59.69
Williams Sonoma Stock (WSM) 0.1 $416k 1.8k 233.08
United Parcel Svcs Inc Cl B Stock (UPS) 0.1 $401k 3.7k 107.51
Rocket Lab Corp Stock (RKLB) 0.1 $400k 3.9k 101.65
Cloudflare Inc Cl A Stock (NET) 0.1 $395k 1.6k 245.28
Constellation Energy Corp Stock (CEG) 0.1 $366k 1.5k 248.37
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $360k 1.5k 236.62
One Stop Sys Stock (OSS) 0.1 $357k 20k 18.18
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM) 0.1 $355k 5.7k 62.78
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $355k 7.3k 48.43
Dell Technologies Inc Cl C Stock (DELL) 0.1 $350k 812.00 431.23
Avantis International Small Cap Value Etf Etf (AVDV) 0.1 $347k 3.4k 103.06
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ) 0.1 $342k 14k 24.66
Sitime Corp Stock (SITM) 0.1 $339k 455.00 745.56
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $338k 6.7k 50.39
Disney Walt Stock (DIS) 0.1 $335k 3.5k 96.26
Ishares Msci Intl Momentum Factor Etf Etf (IMTM) 0.1 $330k 6.2k 53.33
Wec Energy Group Stock (WEC) 0.1 $325k 2.8k 116.77
State Street Spdr S&p Dividend Etf Etf (SDY) 0.1 $323k 2.1k 152.20
Cipher Digital Stock (CIFR) 0.1 $314k 13k 24.50
Rubrik Inc. Cl A Stock (RBRK) 0.1 $312k 3.9k 80.28
Vanguard Mid-cap Value Etf Etf (VOE) 0.1 $311k 1.6k 197.57
Markel Group Stock (MKL) 0.1 $309k 158.00 1953.01
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $308k 1.4k 212.78
Capital Group Municipal Income Etf Etf (CGMU) 0.1 $302k 11k 27.47
Navitas Semiconductor Corp Stock (NVTS) 0.1 $299k 17k 17.92
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.1 $297k 6.7k 44.36
Nvent Elec Stock (NVT) 0.1 $294k 1.7k 169.61
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.1 $285k 997.00 285.72
Arista Networks Stock (ANET) 0.1 $280k 1.7k 169.88
Mplx Lp Com Unit Rep Stock (MPLX) 0.1 $275k 4.9k 56.33
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $272k 3.0k 91.63
Mastercard Incorporated Cl A Stock (MA) 0.1 $263k 512.00 513.60
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.1 $255k 2.4k 106.47
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.1 $253k 4.9k 51.69
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $253k 3.7k 68.41
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $250k 5.0k 50.58
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.1 $250k 2.1k 117.28
Procter & Gamble Stock (PG) 0.1 $249k 1.7k 146.64
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES) 0.1 $248k 2.5k 101.31
Philip Morris Intl Stock (PM) 0.1 $238k 1.3k 180.97
Uber Technologies Stock (UBER) 0.1 $235k 3.3k 72.16
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) 0.1 $234k 3.9k 59.50
Aehr Test Sys Stock (AEHR) 0.1 $231k 2.4k 96.06
Pimco Ultra Short Government Active Exchange-traded Fund Etf (BILZ) 0.1 $225k 2.2k 100.92
Sempra Stock (SRE) 0.1 $221k 2.4k 92.71
Ishares International Select Dividend Etf Etf (IDV) 0.1 $220k 5.3k 41.43
Kimberly-clark Corp Stock (KMB) 0.1 $219k 2.0k 109.77
Vanguard Real Estate Etf Etf (VNQ) 0.1 $208k 2.2k 96.43
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $208k 2.8k 74.90
Iren Limited Ordinary Shares Stock (IREN) 0.1 $201k 4.4k 45.73
Axon Enterprise Stock (AXON) 0.1 $200k 357.00 559.82
Clearpoint Neuro Stock (CLPT) 0.1 $198k 11k 17.84
Sofi Technologies Stock (SOFI) 0.1 $194k 11k 17.93
Ionq Stock (IONQ) 0.1 $194k 3.6k 53.26
Vanguard Information Technology Etf Etf (VGT) 0.1 $190k 1.6k 119.52
Pacer American Energy Infrastructure Etf Etf (USAI) 0.1 $190k 4.2k 45.49
Ishares U.s. Home Construction Etf Etf (ITB) 0.1 $188k 1.8k 104.48
Phillips 66 Stock (PSX) 0.1 $187k 1.1k 169.08
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $186k 1.9k 96.46
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $183k 1.2k 148.34
Invesco S&p 500 Momentum Etf Etf (SPMO) 0.1 $182k 1.1k 161.54
Astera Labs Stock (ALAB) 0.1 $180k 372.00 483.02
American Century Diversified Municipal Bond Etf Etf (TAXF) 0.1 $174k 3.4k 50.83
Ast Spacemobile Inc Com Cl A Stock (ASTS) 0.1 $172k 1.9k 88.86
Xtrackers Msci Eafe High Dividend Yield Equity Etf Etf (HDEF) 0.1 $171k 5.3k 32.14
At&t Stock (T) 0.1 $170k 8.2k 20.70
Kla Corp Stock (KLAC) 0.1 $169k 560.00 301.71
Caterpillar Stock (CAT) 0.1 $167k 157.00 1063.37
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.1 $165k 4.7k 34.81
Rtx Corporation Stock (RTX) 0.1 $163k 860.00 189.73
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $162k 4.8k 33.84
Credo Technology Group Holding Ordinary Shares Stock (CRDO) 0.1 $158k 579.00 271.95
Lockheed Martin Corp Stock (LMT) 0.1 $157k 308.00 509.14
Bloom Energy Corp Com Cl A Stock (BE) 0.1 $151k 500.00 302.70
Altria Group Stock (MO) 0.1 $147k 2.0k 71.94
Schwab International Equity Etf Etf (SCHF) 0.1 $145k 5.2k 27.70
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.1 $144k 1.7k 82.33
Aflac Stock (AFL) 0.0 $134k 1.1k 117.22
Gitlab Inc Class A Stock (GTLB) 0.0 $133k 4.3k 30.53
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) 0.0 $132k 728.00 181.15
Vanguard Growth Etf Etf (VUG) 0.0 $132k 1.5k 86.14
Lpl Finl Hldgs Stock (LPLA) 0.0 $132k 467.00 281.68
Fastenal Stock (FAST) 0.0 $130k 2.7k 48.03
Texas Instrs Stock (TXN) 0.0 $129k 434.00 298.07
Ondas Stock (ONDS) 0.0 $128k 16k 8.24
Ishares U.s. Real Estate Etf Etf (IYR) 0.0 $127k 1.2k 102.25
Keysight Technologies Stock (KEYS) 0.0 $126k 361.00 350.07
Fedex Fght Hldg Stock (FDXF) 0.0 $125k 825.00 151.00
Ishares Future Ai & Tech Etf Etf (ARTY) 0.0 $124k 1.6k 76.16
Invesco S&p International Developed Momentum Etf Etf (IDMO) 0.0 $124k 2.1k 60.29
Capital Group International Core Equity Etf Etf (CGIC) 0.0 $124k 3.4k 36.39
International Business Machs Stock (IBM) 0.0 $116k 414.00 281.19
Ishares U.s. Basic Materials Etf Etf (IYM) 0.0 $115k 642.00 179.53
Nebius Group N.v. Shs Class A Stock (NBIS) 0.0 $115k 417.00 276.17
Eaton Corp Stock (ETN) 0.0 $115k 270.00 426.12
Alerian Mlp Etf Etf (AMLP) 0.0 $115k 2.2k 51.86
Parker-hannifin Corp Stock (PH) 0.0 $114k 116.00 978.12
Gilead Sciences Stock (GILD) 0.0 $112k 886.00 126.32
Wells Fargo & Co Stock (WFC) 0.0 $110k 1.3k 82.66
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO) 0.0 $108k 2.4k 45.77
Ge Aerospace Stock (GE) 0.0 $107k 286.00 373.34
Palo Alto Networks Stock (PANW) 0.0 $105k 309.00 341.02
Abbott Laboratories Stock (ABT) 0.0 $105k 1.2k 90.74
First Trust Dow Jones Internet Index Fund Etf (FDN) 0.0 $105k 395.00 264.72
Synaptics Stock (SYNA) 0.0 $103k 830.00 124.23
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.0 $102k 820.00 124.70
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.0 $102k 1.9k 52.59
Novartis Adr (NVS) 0.0 $101k 641.00 156.72
Jpmorgan Diversified Return International Equity Etf Etf (JPIN) 0.0 $98k 1.4k 72.30
Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.0 $97k 1.1k 92.20
American Superconductor Corp Stock (AMSC) 0.0 $95k 2.3k 41.51
Bristol-myers Squibb Stock (BMY) 0.0 $94k 1.6k 57.61
Aerovironment Stock (AVAV) 0.0 $93k 564.00 165.07
Starbucks Corp Stock (SBUX) 0.0 $93k 907.00 102.20
Blackrock Stock (BLK) 0.0 $92k 96.00 961.56
Invesco Russell 1000 Equal Weight Etf Etf (EQAL) 0.0 $91k 1.5k 59.25
Honeywell Intl Stock (HON) 0.0 $91k 406.00 223.90
Paypal Hldgs Stock (PYPL) 0.0 $90k 2.1k 43.19
Honeywell Aerospace Stock (HONA) 0.0 $90k 406.00 221.08
Pacer Global Cash Cows Dividend Etf Etf (GCOW) 0.0 $85k 2.0k 43.29
Pfizer Stock (PFE) 0.0 $84k 3.5k 24.08
First Trust Cloud Computing Etf Etf (SKYY) 0.0 $84k 626.00 134.56
Servicenow Stock (NOW) 0.0 $84k 846.00 99.28
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $83k 3.1k 26.66
Aecom Stock (ACM) 0.0 $83k 1.2k 69.78
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $83k 2.3k 36.13
Amphenol Corp Cl A Stock (APH) 0.0 $82k 467.00 176.31
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $81k 514.00 158.03
Kkr & Co Stock (KKR) 0.0 $81k 884.00 91.74
Dominos Pizza Stock (DPZ) 0.0 $80k 270.00 296.04
Williams Cos Stock (WMB) 0.0 $80k 1.1k 74.34
Tjx Cos Stock (TJX) 0.0 $75k 496.00 151.51
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.0 $74k 772.00 96.32
Ishares U.s. Technology Etf Etf (IYW) 0.0 $74k 294.00 252.23
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $74k 977.00 75.79
Emcor Group Stock (EME) 0.0 $74k 89.00 829.88
T-mobile Us Stock (TMUS) 0.0 $74k 440.00 167.77
Abbvie Stock (ABBV) 0.0 $74k 293.00 251.64
Marsh & Mclennan Cos Stock (MRSH) 0.0 $73k 435.00 166.67
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.0 $72k 1.3k 55.01
Kratos Defense & Sec Solutions Stock (KTOS) 0.0 $72k 1.4k 49.86
Ishares Russell 3000 Etf Etf (IWV) 0.0 $71k 166.00 426.40
Talen Energy Corp Stock (TLN) 0.0 $70k 182.00 384.26
Monster Beverage Corp Stock (MNST) 0.0 $70k 723.00 96.12
Citigroup Stock (C) 0.0 $70k 497.00 139.83
Intuitive Surgical Stock (ISRG) 0.0 $69k 173.00 397.68
Deere & Co Stock (DE) 0.0 $68k 107.00 634.33
Us Bancorp Stock (USB) 0.0 $67k 1.1k 60.40
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.0 $67k 1.3k 51.05
Goldman Sachs Group Stock (GS) 0.0 $67k 66.00 1018.27
Corning Stock (GLW) 0.0 $67k 261.00 255.49
Fidelity Enhanced Large Cap Value Etf Etf (FELV) 0.0 $67k 1.7k 40.09
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.0 $66k 840.00 79.07
Verizon Communications Stock (VZ) 0.0 $66k 1.6k 42.35
Stryker Corporation Stock (SYK) 0.0 $66k 210.00 314.83
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.0 $65k 2.2k 30.01
Ge Vernova Stock (GEV) 0.0 $65k 55.00 1176.16
Ishares Preferred & Income Securities Etf Etf (PFF) 0.0 $62k 2.0k 30.49
Oreilly Automotive Stock (ORLY) 0.0 $61k 660.00 92.09
Marathon Pete Corp Stock (MPC) 0.0 $60k 235.00 255.61
Tractor Supply Stock (TSCO) 0.0 $60k 1.9k 31.61
Schwab Crypto Thematic Etf Etf (STCE) 0.0 $60k 854.00 69.99
Novo-nordisk A S Adr (NVO) 0.0 $60k 1.2k 47.94
Danaher Corp Del Stock (DHR) 0.0 $59k 311.00 190.53
Automatic Data Processing Stock (ADP) 0.0 $59k 263.00 223.95
Pepsico Stock (PEP) 0.0 $58k 430.00 135.37
Northrop Grumman Corp Stock (NOC) 0.0 $58k 114.00 509.31
Oshkosh Corp Stock (OSK) 0.0 $58k 377.00 153.49
Invesco S&p Smallcap Low Volatility Etf Etf (XSLV) 0.0 $57k 1.1k 52.41
Cheniere Energy Stock (LNG) 0.0 $57k 238.00 238.92
Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $55k 1.9k 29.43
Waste Mgmt Inc Del Stock (WM) 0.0 $55k 247.00 222.89
Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $55k 1.9k 28.96
Regeneron Pharmaceuticals Stock (REGN) 0.0 $54k 87.00 619.95
Vanguard Health Care Etf Etf (VHT) 0.0 $54k 180.00 298.62
Vertex Pharmaceuticals Stock (VRTX) 0.0 $54k 108.00 496.73
Chubb Stock (CB) 0.0 $53k 156.00 340.52
Ambarella Stock (AMBA) 0.0 $53k 619.00 85.80
Colgate Palmolive Stock (CL) 0.0 $53k 577.00 91.68
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $52k 214.00 242.42
Devon Energy Corp Stock (DVN) 0.0 $52k 1.3k 41.33
Banner Corp Stock (BANR) 0.0 $51k 774.00 66.44
Ameriprise Finl Stock (AMP) 0.0 $51k 111.00 458.76
Vanguard S&p Mid-cap 400 Etf Etf (IVOO) 0.0 $51k 389.00 130.40
Eos Energy Enterprises Inc Com Cl A Stock (EOSE) 0.0 $50k 8.5k 5.88
Forgent Power Solutions Inc Com Shs Cl A Stock (FPS) 0.0 $48k 866.00 55.86
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $48k 387.00 124.42
Salesforce Stock (CRM) 0.0 $48k 303.00 156.74
Canadian Imperial Bank Of Comm Stock (CM) 0.0 $47k 408.00 115.00
General Mtrs Stock (GM) 0.0 $45k 587.00 77.14
Union Pac Corp Stock (UNP) 0.0 $45k 164.00 272.54
Ishares Silver Trust Etf (SLV) 0.0 $44k 822.00 53.47
Southern Stock (SO) 0.0 $42k 443.00 95.71
Jpmorgan U.s. Value Factor Etf Us Value Factor Fund Etf (JVAL) 0.0 $42k 719.00 58.63
Amplify Cybersecurity Etf Etf (HACK) 0.0 $42k 400.00 104.93
Sherwin Williams Stock (SHW) 0.0 $41k 120.00 344.33
Capital Group Short Duration Municipal Income Etf Etf (CGSM) 0.0 $41k 1.6k 26.38
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.0 $41k 713.00 57.67
Booking Holdings Stock (BKNG) 0.0 $41k 227.00 178.21
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.0 $40k 2.1k 19.12
Cadence Design System Stock (CDNS) 0.0 $40k 106.00 375.31
Jpmorgan Diversified Return U.s. Small Cap Equity Etf Etf (JPSE) 0.0 $40k 661.00 60.17
Nike Inc Cl B Stock (NKE) 0.0 $40k 962.00 41.05
Invesco Rafi Us 1000 Etf Etf (PRF) 0.0 $39k 725.00 54.03
Kinder Morgan Inc Del Stock (KMI) 0.0 $39k 1.2k 31.96
Tempus Ai Inc Cl A Stock (TEM) 0.0 $39k 664.00 57.93
Idexx Labs Stock (IDXX) 0.0 $38k 73.00 526.40
Totalenergies Se Act Stock (TTE) 0.0 $38k 490.00 77.76
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $37k 640.00 57.80
Netflix Stock (NFLX) 0.0 $36k 509.00 71.40
Ishares S&p 100 Etf Etf (OEF) 0.0 $36k 99.00 365.87
Autodesk Stock (ADSK) 0.0 $36k 185.00 194.42
Southwest Airls Stock (LUV) 0.0 $36k 699.00 51.44
Vaneck Gold Miners Etf Etf (GDX) 0.0 $36k 475.00 75.49
Zim Integrated Shipping Serv Stock (ZIM) 0.0 $35k 1.4k 26.01
Carnival Corp Ltd Common Shares Stock (CCL) 0.0 $35k 1.2k 28.57
Eastman Chem Stock (EMN) 0.0 $35k 515.00 66.98
Viking Holdings Ltd Ord Stock (VIK) 0.0 $34k 328.00 104.67
Grayscale Bitcoin Mini Trust Etf Etf (BTC) 0.0 $34k 1.3k 25.95
Morgan Stanley Stock (MS) 0.0 $33k 159.00 209.04
Coeur Mng Stock (CDE) 0.0 $33k 2.0k 16.32
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.0 $33k 536.00 60.74
Duke Energy Corp Stock (DUK) 0.0 $32k 254.00 126.58
Agnico Eagle Mines Stock (AEM) 0.0 $32k 206.00 154.90
Avino Silver & Gold Mines Stock (ASM) 0.0 $32k 5.0k 6.34
Freeport Mcmoran Inc Cl B Stock (FCX) 0.0 $32k 504.00 62.89
Space Exploration Techn Corp Class A Com Stk Stock (SPCX) 0.0 $31k 183.00 171.19
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN) 0.0 $31k 652.00 47.47
Genuine Parts Stock (GPC) 0.0 $31k 262.00 117.98
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.0 $31k 852.00 36.27
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $31k 314.00 98.38
Illinois Tool Wks Stock (ITW) 0.0 $31k 114.00 270.47
The Cigna Group Stock (CI) 0.0 $31k 111.00 275.68
Schwab 1000 Index Etf Etf (SCHK) 0.0 $31k 846.00 36.06
Barrick Mng Corp Stock (B) 0.0 $29k 800.00 36.73
Eaton Vance Tax-managed Divers Cef (ETY) 0.0 $29k 2.0k 14.54
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) 0.0 $29k 873.00 33.19
Nxp Semiconductors N V Stock (NXPI) 0.0 $29k 103.00 281.03
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.0 $29k 264.00 109.00
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.0 $29k 350.00 82.21
Nextera Energy Stock (NEE) 0.0 $29k 327.00 87.77
Carrier Global Corporation Stock (CARR) 0.0 $29k 390.00 73.35
Invesco Ultra Short Duration Etf Etf (GSY) 0.0 $29k 569.00 50.15
Ishares Global Materials Etf Etf (MXI) 0.0 $28k 267.00 105.84
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $28k 341.00 82.85
Gallagher Arthur J & Co Stock (AJG) 0.0 $28k 123.00 229.57
Cincinnati Finl Corp Stock (CINF) 0.0 $28k 152.00 184.95
Watsco Stock (WSO) 0.0 $28k 67.00 416.73
Jabil Stock (JBL) 0.0 $28k 72.00 385.49
Prudential Finl Stock (PRU) 0.0 $28k 257.00 107.76
Eversource Energy Stock (ES) 0.0 $27k 372.00 72.27
Broadridge Finl Solutions Stock (BR) 0.0 $27k 194.00 136.96
Weyerhaeuser Reit (WY) 0.0 $27k 1.1k 23.94
Expedia Group Stock (EXPE) 0.0 $26k 101.00 256.43
Verisk Analytics Stock (VRSK) 0.0 $26k 143.00 179.53
Avantis Short-term Fixed Income Etf Etf (AVSF) 0.0 $25k 546.00 46.61
First Majestic Silver Corp Stock (AG) 0.0 $25k 1.5k 16.96
Avantis Core Fixed Income Etf Etf (AVIG) 0.0 $25k 613.00 41.42
State Street Spdr S&p Biotech Etf Etf (XBI) 0.0 $25k 160.00 158.47
Lowes Cos Stock (LOW) 0.0 $25k 113.00 221.20
F5 Stock (FFIV) 0.0 $25k 59.00 415.97
Bhp Billiton Adr (BHP) 0.0 $24k 290.00 83.31
Ishares Core 40/60 Moderate Allocation Etf Etf (AOM) 0.0 $24k 482.00 49.88
Janus Henderson Group Plc Ord Stock 0.0 $24k 457.00 51.95
Cohen & Steers Quality Income Cef (RQI) 0.0 $24k 1.9k 12.31
Schwab Fundamental U.s. Small Company Etf Etf (FNDA) 0.0 $24k 618.00 38.06
Hartford Insurance Group Stock (HIG) 0.0 $24k 177.00 132.52
United Rentals Stock (URI) 0.0 $23k 20.00 1156.25
Cion Invt Corp Stock (CION) 0.0 $23k 3.7k 6.23
Jensen Quality Growth Etf Etf (JGRW) 0.0 $23k 845.00 27.11
Hecla Mining Company Stock (HL) 0.0 $23k 1.5k 15.43
Public Svc Enterprise Group Stock (PEG) 0.0 $23k 279.00 81.16
Coreweave Inc Com Cl A Stock (CRWV) 0.0 $23k 227.00 99.54
Motorola Solutions Stock (MSI) 0.0 $23k 54.00 416.79
Intuit Stock (INTU) 0.0 $22k 86.00 261.00
Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.0 $22k 223.00 100.28
Medtronic Stock (MDT) 0.0 $22k 284.00 78.23
Dimensional Us High Profitability Etf Etf (DUHP) 0.0 $22k 532.00 41.73
State Street Spdr S&p Metals & Mining Etf Etf (XME) 0.0 $22k 206.00 107.07
Digital Rlty Tr Reit (DLR) 0.0 $22k 120.00 179.58
Expeditors Intl Wash Stock (EXPD) 0.0 $21k 130.00 162.98
Armour Residential Reit Reit (ARR) 0.0 $21k 1.2k 17.46
Equifax Stock (EFX) 0.0 $21k 133.00 158.72
Abrdn Physical Gold Shares Etf Etf (SGOL) 0.0 $21k 539.00 38.23
State Street Materials Select Sector Spdr Etf Etf (XLB) 0.0 $21k 404.00 50.83
Pimco Enhanced Low Duration Active Etf Etf (LDUR) 0.0 $20k 212.00 95.71
Invesco Solar Etf Etf (TAN) 0.0 $20k 343.00 59.10
Rockefeller Opportunistic Municipal Bond Etf Etf (RMOP) 0.0 $20k 793.00 25.55
Proshares Short Qqq Etf (PSQ) 0.0 $20k 797.00 25.06
Royal Gold Stock (RGLD) 0.0 $20k 99.00 200.42
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $20k 172.00 114.18
Equinox Gold Corp Stock (EQX) 0.0 $19k 2.0k 9.72
Bitwise Bitcoin Etf Trust Etf (BITB) 0.0 $19k 589.00 31.86
American Elec Pwr Stock (AEP) 0.0 $19k 137.00 136.81
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $19k 329.00 56.48
Grayscale Ethereum Staking Mini Etf Etf (ETH) 0.0 $19k 1.2k 15.03
Rio Tinto Adr (RIO) 0.0 $18k 194.00 94.93
Vanguard Financials Etf Etf (VFH) 0.0 $18k 140.00 131.35
Ishares Msci Japan Etf Etf (EWJ) 0.0 $18k 197.00 93.27
Block Inc Cl A Stock (XYZ) 0.0 $18k 241.00 76.00
Copart Stock (CPRT) 0.0 $18k 645.00 28.19
Fidelity Aaa Clo Etf Etf (FAAA) 0.0 $18k 359.00 50.18
Wheaton Precious Metals Corp Stock (WPM) 0.0 $18k 160.00 112.32
Royal Bk Cda Stock (RY) 0.0 $18k 86.00 206.97
Yum Brands Stock (YUM) 0.0 $18k 111.00 159.86
Kinross Gold Corp Stock (KGC) 0.0 $18k 750.00 23.62
Vaneck Rare Earth And Strategic Metals Etf Etf (REMX) 0.0 $18k 200.00 88.50
Chipotle Mexican Grill Stock (CMG) 0.0 $18k 518.00 34.00
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) 0.0 $18k 349.00 50.39
Alps Disruptive Technologies Etf Etf (DTEC) 0.0 $18k 365.00 48.15
Solstice Advanced Matls Stock (SOLS) 0.0 $17k 196.00 88.73
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.0 $17k 367.00 46.83
Microsectors Gold Miners 3x Leveraged Etn Etf 0.0 $17k 200.00 85.27
Vanguard S&p Small-cap 600 Etf Etf (VIOO) 0.0 $17k 123.00 137.54
Schwab Fundamental International Equity Etf Etf (FNDF) 0.0 $17k 316.00 52.76
Endeavour Silver Corp Stock (EXK) 0.0 $17k 2.0k 8.28
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.0 $17k 200.00 82.27
Bitwise Ethereum Etf Etf (ETHW) 0.0 $16k 1.4k 11.28
Icahn Enterprises Lp Depositary Unit Stock (IEP) 0.0 $16k 2.2k 7.21
Cvs Health Corp Stock (CVS) 0.0 $16k 156.00 103.45
Comcast Corp New Cl A Stock (CMCSA) 0.0 $16k 653.00 24.57
Pgim Ultra Short Bond Etf Etf (PULS) 0.0 $16k 317.00 49.55
Unilever Adr (UL) 0.0 $16k 261.00 60.12
Siriusxm Holdings Stock (SIRI) 0.0 $16k 524.00 29.53
Hershey Stock (HSY) 0.0 $15k 88.00 175.43
Abrdn Total Dynamic Dividend Com Sh Ben Int Cef (AOD) 0.0 $15k 1.5k 10.31
Astrazeneca Plc Ord Adr (AZN) 0.0 $15k 81.00 190.30
3M Stock (MMM) 0.0 $15k 94.00 161.91
Honda Motor Co Ltd Adr Ech Cnv In 3 Adr (HMC) 0.0 $15k 561.00 27.11
Procept Biorobotics Corp Stock (PRCT) 0.0 $15k 672.00 22.58
Exelon Corp Stock (EXC) 0.0 $15k 325.00 46.62
Microchip Technology Stock (MCHP) 0.0 $15k 165.00 91.20
Illumina Stock (ILMN) 0.0 $15k 83.00 175.83
Veeva Sys Inc Cl A Stock (VEEV) 0.0 $15k 82.00 177.48
Bitmine Immersion Techs Stock (BMNR) 0.0 $15k 1.1k 13.31
Sprott Asset Management Lp Physical Silver Cef (PSLV) 0.0 $14k 750.00 18.87
Ssr Mining In Stock (SSRM) 0.0 $14k 500.00 28.28
Clearfield Stock (CLFD) 0.0 $14k 354.00 39.79
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.0 $14k 110.00 127.81
Circle Internet Group Inc Com Cl A Stock (CRCL) 0.0 $14k 224.00 62.63
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.0 $14k 308.00 45.52
Royal Caribbean Group Stock (RCL) 0.0 $14k 44.00 317.52
Vanguard Russell 1000 Value Etf Etf (VONV) 0.0 $14k 131.00 106.31
Alaska Air Group Stock (ALK) 0.0 $14k 266.00 52.20
Diageo Adr (DEO) 0.0 $14k 172.00 80.38
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.0 $14k 204.00 67.69
Global Net Lease Reit (GNL) 0.0 $14k 1.5k 8.94
Sfl Corporation Stock (SFL) 0.0 $14k 1.3k 10.20
Aon Plc Shs Cl A Stock (AON) 0.0 $14k 41.00 331.68
Thermo Fisher Scientific Stock (TMO) 0.0 $14k 27.00 501.37
Cognizant Technology Solutions Cl A Stock (CTSH) 0.0 $13k 345.00 38.68
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $13k 92.00 143.10
First Trust Rba American Industrial Renaissance Etf Etf (AIRR) 0.0 $13k 98.00 133.26
Xplr Infrastructure Lp Com Unit Part In Stock (XIFR) 0.0 $13k 1.1k 11.81
Cameco Corp Stock (CCJ) 0.0 $13k 124.00 101.86
Ford Mtr Stock (F) 0.0 $13k 908.00 13.90
Oklo Inc Com Cl A Stock (OKLO) 0.0 $13k 240.00 52.33
Linde Stock (LIN) 0.0 $13k 24.00 518.96
Pnc Finl Svcs Group Stock (PNC) 0.0 $12k 50.00 246.22
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $12k 93.00 131.80
Capital One Finl Corp Stock (COF) 0.0 $12k 61.00 200.15
Pimco Investment Grade Corporate Bond Index Etf Etf (CORP) 0.0 $12k 126.00 96.90
Vanguard Communication Services Etf Etf (VOX) 0.0 $12k 66.00 184.38
Sphere Entertainment Co Cl A Stock (SPHR) 0.0 $12k 70.00 173.03
Crown Castle Reit (CCI) 0.0 $12k 157.00 75.66
Avantis U.s. Equity Etf Etf (AVUS) 0.0 $12k 92.00 128.51
Hudbay Minerals Stock (HBM) 0.0 $12k 500.00 23.61
Ishares Biotechnology Etf Etf (IBB) 0.0 $12k 62.00 190.19
Nucor Corp Stock (NUE) 0.0 $12k 53.00 221.21
First Trust Value Line Dividend Index Fund Etf (FVD) 0.0 $12k 243.00 48.18
Peabody Energy Corp Stock (BTU) 0.0 $12k 506.00 23.14
Whirlpool Corp Stock (WHR) 0.0 $12k 293.00 39.41
Kimco Realty Corp Reit (KIM) 0.0 $11k 451.00 25.35
Assurant Stock (AIZ) 0.0 $11k 42.00 268.52
State Street Spdr S&p Oil & Gas Equipment & Services Etf Etf (XES) 0.0 $11k 101.00 111.58
Global X Superdividend Us Etf Etf (DIV) 0.0 $11k 591.00 19.03
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $11k 130.00 82.65
Volatility Shares Trust Xrp Etf Etf (XRPI) 0.0 $11k 1.9k 5.74
Baxter Intl Stock (BAX) 0.0 $11k 500.00 21.32
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) 0.0 $11k 153.00 69.48
State Street Communication Services Select Sector Spdr Etf Etf (XLC) 0.0 $11k 99.00 107.13
Idacorp Stock (IDA) 0.0 $11k 69.00 151.87
Wex Stock (WEX) 0.0 $10k 74.00 141.09
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.0 $10k 161.00 64.33
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.0 $10k 102.00 100.67
Global X Renewable Energy Producers Etf Etf (RNRG) 0.0 $10k 285.00 35.62
Olin Corp Com Par $1 Stock (OLN) 0.0 $10k 508.00 19.82
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.0 $10k 345.00 29.01
Schwab U.s. Reit Etf Etf (SCHH) 0.0 $9.8k 414.00 23.66
Roblox Corp Cl A Stock (RBLX) 0.0 $9.7k 179.00 54.38
Ishares Core High Dividend Etf Etf (HDV) 0.0 $9.7k 355.00 27.41
Caci Intl Inc Cl A Stock (CACI) 0.0 $9.7k 21.00 463.24
Te Connectivity Plc Ord Stock (TEL) 0.0 $9.7k 48.00 201.60
Ati Stock (ATI) 0.0 $9.7k 49.00 197.10
American Tower Corp Reit (AMT) 0.0 $9.7k 59.00 163.58
General Dynamics Corp Stock (GD) 0.0 $9.6k 27.00 354.22
Boston Scientific Corp Stock (BSX) 0.0 $9.4k 221.00 42.68
Ishares Floating Rate Bond Etf Etf (FLOT) 0.0 $9.4k 184.00 51.05
Travelers Companies Stock (TRV) 0.0 $9.2k 28.00 330.11
Hormel Foods Corp Stock (HRL) 0.0 $9.2k 369.00 24.85
American Financial Group Stock (AFG) 0.0 $9.1k 65.00 139.94
Kraft Heinz Stock (KHC) 0.0 $9.0k 382.00 23.65
Johnson Ctls Intl Stock (JCI) 0.0 $8.9k 61.00 146.11
Dominion Energy Stock (D) 0.0 $8.6k 126.00 68.29
Fortuna Mng Corp Stock (FSM) 0.0 $8.5k 1.0k 8.45
Dimensional International Small Cap Value Etf Etf (DISV) 0.0 $8.4k 209.00 40.14
Conagra Brands Stock (CAG) 0.0 $8.4k 621.00 13.46
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $8.2k 83.00 98.98
Dimensional International Small Cap Etf Etf (DFIS) 0.0 $8.2k 234.00 35.00
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.0 $8.2k 76.00 107.64
Sprott Uranium Miners Etf Etf (URNM) 0.0 $8.2k 155.00 52.75
Franklin International Core Dividend Tilt Index Fund Etf (DIVI) 0.0 $8.1k 189.00 42.72
Yum China Hldgs Stock (YUMC) 0.0 $8.0k 196.00 40.87
Vaneck Semiconductor Etf Etf (SMH) 0.0 $7.9k 12.00 660.67
Avista Corp Stock (AVA) 0.0 $7.9k 193.00 41.01
American Wtr Wks Stock (AWK) 0.0 $7.8k 59.00 131.58
Dimensional Emerging Markets Value Etf Etf (DFEV) 0.0 $7.8k 182.00 42.60
Ishares Msci India Etf Etf (INDA) 0.0 $7.7k 156.00 49.44
Ishares Select Dividend Etf Etf (DVY) 0.0 $7.7k 49.00 156.31
Factset Resh Sys Stock (FDS) 0.0 $7.6k 33.00 230.09
Cummins Stock (CMI) 0.0 $7.6k 11.00 688.36
Hdfc Bank Adr (HDB) 0.0 $7.5k 292.00 25.83
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $7.4k 62.00 119.23
Fortinet Stock (FTNT) 0.0 $7.4k 48.00 153.62
Vertiv Holdings Co Com Cl A Stock (VRT) 0.0 $7.4k 22.00 334.82
Waste Connections Stock (WCN) 0.0 $7.3k 44.00 166.68
Welltower Reit (WELL) 0.0 $7.3k 32.00 226.97
Ataibeckley Stock (ATAI) 0.0 $7.2k 1.4k 5.27
BP Adr (BP) 0.0 $7.2k 196.00 36.95
Dutch Bros Inc Cl A Stock (BROS) 0.0 $7.2k 100.00 71.81
Ishares Esg Msci Kld 400 Etf Etf (DSI) 0.0 $7.2k 50.00 143.60
Cintas Corp Stock (CTAS) 0.0 $7.1k 42.00 170.14
Pershing Square Stock 0.0 $7.1k 215.00 32.86
Oneok Stock (OKE) 0.0 $7.0k 80.00 86.94
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $7.0k 288.00 24.14
Coupang Inc Cl A Stock (CPNG) 0.0 $6.9k 400.00 17.37
Canadian Solar Stock (CSIQ) 0.0 $6.9k 430.00 16.02
Paramount Skydance Corp Com Cl B Stock (PSKY) 0.0 $6.9k 696.00 9.86
Fox Corp Cl B Stock (FOX) 0.0 $6.8k 145.00 46.80
Abrdn Physical Silver Shares Etf Etf (SIVR) 0.0 $6.7k 120.00 56.22
Cms Energy Corp Stock (CMS) 0.0 $6.7k 87.00 76.51
Delta Air Lines Stock (DAL) 0.0 $6.5k 69.00 94.06
Sprouts Fmrs Mkt Stock (SFM) 0.0 $6.4k 76.00 84.58
Jpmorgan Betabuilders U.s. Aggregate Bond Etf Etf (BBAG) 0.0 $6.3k 138.00 45.86
Aramark Stock (ARMK) 0.0 $6.3k 111.00 56.90
Denison Mines Corp Stock (DNN) 0.0 $6.1k 2.0k 3.06
Redwire Corporation Stock (RDW) 0.0 $6.1k 500.00 12.23
Howmet Aerospace Stock (HWM) 0.0 $6.1k 23.00 265.83
Rpm Intl Stock (RPM) 0.0 $6.1k 55.00 111.15
Novagold Resources Stock (NG) 0.0 $6.0k 1.0k 5.97
Hilton Worldwide Hldgs Stock (HLT) 0.0 $5.9k 18.00 330.44
Viatris Stock (VTRS) 0.0 $5.9k 372.00 15.88
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $5.9k 16.00 365.69
State Street Real Estate Select Sector Spdr Etf Etf (XLRE) 0.0 $5.8k 131.00 44.03
Valens Semiconductor Ltd Ordinary Shares Stock (VLN) 0.0 $5.7k 2.5k 2.26
Pennymac Mtg Invt Tr Reit (PMT) 0.0 $5.6k 500.00 11.28
Xtrackers International Real Estate Etf Etf (HAUZ) 0.0 $5.6k 251.00 22.42
Realty Income Corp Reit (O) 0.0 $5.6k 90.00 61.96
Adobe Stock (ADBE) 0.0 $5.5k 27.00 205.04
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) 0.0 $5.5k 116.00 47.71
Blaize Hldgs Stock (BZAI) 0.0 $5.5k 4.0k 1.38
Enbridge Stock (ENB) 0.0 $5.5k 101.00 54.21
Lyondellbasell Industries Nv Shs - A - Stock (LYB) 0.0 $5.4k 103.00 52.72
Figma Inc Class A Com Stk Stock (FIG) 0.0 $5.4k 300.00 18.09
Price T Rowe Group Stock (TROW) 0.0 $5.3k 47.00 113.68
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.0 $5.3k 57.00 93.16
Netapp Stock (NTAP) 0.0 $5.3k 34.00 154.76
Vanguard Materials Etf Etf (VAW) 0.0 $5.3k 23.00 228.78
Ishares Esg Optimized Msci Usa Etf Etf (SUSA) 0.0 $5.1k 33.00 154.12
Dicks Sporting Goods Stock (DKS) 0.0 $5.0k 22.00 229.09
Rayonier Reit (RYN) 0.0 $5.0k 234.00 21.28
Archer Aviation Inc Com Cl A Stock (ACHR) 0.0 $4.8k 1.0k 4.73
Atmos Energy Corp Stock (ATO) 0.0 $4.8k 28.00 170.89
Eqt Corp Stock (EQT) 0.0 $4.7k 88.00 53.17
State Street Spdr Msci Usa Gender Diversity Etf Etf (SHE) 0.0 $4.6k 30.00 154.30
Vistra Corp Stock (VST) 0.0 $4.6k 29.00 159.38
Entergy Corp Stock (ETR) 0.0 $4.6k 40.00 114.85
Fiserv Stock (FISV) 0.0 $4.6k 93.00 49.05
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.0 $4.5k 77.00 58.97
Zimmer Biomet Holdings Stock (ZBH) 0.0 $4.4k 51.00 86.10
Applied Matls Stock (AMAT) 0.0 $4.3k 6.00 723.00
Ppl Corp Stock (PPL) 0.0 $4.3k 119.00 36.35
Newmont Corp Stock (NEM) 0.0 $4.3k 46.00 93.65
Pacer Data & Infrastructure Real Estate Etf Etf (SRVR) 0.0 $4.2k 133.00 31.77
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $4.2k 41.00 102.24
Twist Bioscience Corp Stock (TWST) 0.0 $4.1k 40.00 102.88
Proshares Ultra Bitcoin Etf Etf (BITU) 0.0 $4.1k 503.00 8.12
Vanguard Long-term Treasury Etf Etf (VGLT) 0.0 $4.1k 74.00 55.18
Jbg Smith Pptys Reit (JBGS) 0.0 $4.1k 277.00 14.67
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Maplebear Stock (CART) 0.0 $4.0k 85.00 47.35
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Comfort Sys Usa Stock (FIX) 0.0 $4.0k 2.00 1982.50
Bank Ozk Little Rock Ark Stock (OZK) 0.0 $3.9k 75.00 52.09
Veralto Corp Stock (VLTO) 0.0 $3.9k 44.00 88.68
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Ge Healthcare Technologies Stock (GEHC) 0.0 $3.9k 60.00 64.37
Progressive Corp Stock (PGR) 0.0 $3.7k 17.00 218.47
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Xylem Stock (XYL) 0.0 $3.7k 31.00 118.23
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Heico Corp Stock (HEI) 0.0 $3.6k 10.00 356.20
Nuveen S&p 500 Dynamic Overwri Cef (SPXX) 0.0 $3.6k 191.00 18.64
Gladstone Commercial Corp Reit (GOOD) 0.0 $3.5k 285.00 12.30
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L3harris Technologies Stock (LHX) 0.0 $3.5k 12.00 290.58
Natwest Group Plc Spons Adr (NWG) 0.0 $3.5k 197.00 17.63
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Goodrx Hldgs Inc Com Cl A Stock (GDRX) 0.0 $2.9k 1.0k 2.88
Cme Group Stock (CME) 0.0 $2.9k 13.00 220.85
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Tc Energy Corp Stock (TRP) 0.0 $2.9k 43.00 66.28
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Nutrien Stock (NTR) 0.0 $2.8k 44.00 62.95
Toast Inc Cl A Stock (TOST) 0.0 $2.7k 96.00 27.82
Robo Global Robotics & Automation Index Etf Etf (ROBO) 0.0 $2.7k 31.00 85.65
Royce Micro-cap Tr Cef (RMT) 0.0 $2.5k 173.00 14.64
Centerpoint Energy Stock (CNP) 0.0 $2.5k 57.00 44.04
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Invesco Equal Weight 0-30 Year Treasury Etf Etf (GOVI) 0.0 $2.5k 92.00 27.15
Direxion Daily S&p Oil & Gas Exp. & Prod. Bull 2x Etf Etf (GUSH) 0.0 $2.5k 80.00 30.71
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State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.0 $2.4k 96.00 25.07
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Zeta Global Holdings Corp Cl A Stock (ZETA) 0.0 $2.3k 118.00 19.68
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID) 0.0 $2.3k 12.00 192.67
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Dover Corp Stock (DOV) 0.0 $2.2k 10.00 224.30
Msci Stock (MSCI) 0.0 $2.2k 4.00 560.00
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Steris Plc Shs Usd Stock (STE) 0.0 $2.1k 10.00 210.60
Rum Group Inc Com Cl A Stock (RUM) 0.0 $2.1k 330.00 6.34
Neos Mlp & Energy Infrastructure High Income Etf Etf (MLPI) 0.0 $2.1k 38.00 54.71
Air Products And Chemicals Stock (APD) 0.0 $2.1k 7.00 293.14
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Ingersoll Rand Stock (IR) 0.0 $2.1k 25.00 82.00
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Otis Worldwide Corp Stock (OTIS) 0.0 $2.0k 28.00 71.61
Fmc Corp Stock (FMC) 0.0 $2.0k 174.00 11.50
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Companhia Siderurgica Nacional Adr (SID) 0.0 $1.9k 2.1k 0.92
Dow Hldgs Stock (DOW) 0.0 $1.9k 70.00 27.37
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $1.9k 110.00 17.35
Burlington Stores Stock (BURL) 0.0 $1.9k 6.00 316.83
Relx Adr (RELX) 0.0 $1.9k 60.00 31.67
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.0 $1.9k 40.00 47.20
Atlanta Braves Hldgs Inc Com Ser A Stock (BATRA) 0.0 $1.9k 33.00 56.30
British Amern Tob Adr (BTI) 0.0 $1.8k 29.00 61.76
Henry Jack & Assoc Stock (JKHY) 0.0 $1.8k 13.00 137.77
Solventum Corp Stock (SOLV) 0.0 $1.8k 23.00 77.13
Norwegian Cruise Line Hldgs Lt Stock (NCLH) 0.0 $1.8k 84.00 21.11
Prologis Reit (PLD) 0.0 $1.8k 13.00 135.46
Ncr Atleos Corporation Stock (NATL) 0.0 $1.7k 39.00 43.41
Themes Uranium & Nuclear Etf Etf (URAN) 0.0 $1.7k 44.00 38.20
Toll Brothers Stock (TOL) 0.0 $1.7k 10.00 166.40
Corteva Stock (CTVA) 0.0 $1.7k 20.00 83.20
Qnity Electronics Stock (Q) 0.0 $1.6k 10.00 163.60
Vaneck Uranium And Nuclear Etf Etf (NLR) 0.0 $1.6k 14.00 116.00
Anheuser Busch Inbev Sa Nv Adr (BUD) 0.0 $1.6k 19.00 82.42
Ryanair Holdings Adr (RYAAY) 0.0 $1.6k 24.00 64.75
Applovin Corp Com Cl A Stock (APP) 0.0 $1.5k 3.00 515.33
Alnylam Pharmaceuticals Stock (ALNY) 0.0 $1.5k 5.00 301.00
Vanguard Long-term Corporate Bond Etf Etf (VCLT) 0.0 $1.5k 20.00 75.25
10x Genomics Inc Cl A Stock (TXG) 0.0 $1.5k 38.00 38.34
Winnebago Inds Stock (WGO) 0.0 $1.4k 46.00 31.39
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $1.4k 2.00 703.50
Avalonbay Cmntys Reit (AVB) 0.0 $1.4k 7.00 197.71
Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 0.0 $1.4k 56.00 24.66
Ww Grainger Stock (GWW) 0.0 $1.4k 1.00 1360.00
Cerebras Systems Inc Com Cl A Stock (CBRS) 0.0 $1.3k 6.00 221.00
Wisdomtree Europe Smallcap Dividend Fund Etf (DFE) 0.0 $1.3k 18.00 71.94
Dollar Gen Corp Stock (DG) 0.0 $1.2k 11.00 112.55
Clean Harbors Stock (CLH) 0.0 $1.2k 4.00 298.75
Analog Devices Stock (ADI) 0.0 $1.2k 3.00 397.33
Millrose Pptys Inc Com Cl A Reit (MRP) 0.0 $1.2k 39.00 30.05
Elevance Health Inc Formerly A Stock (ELV) 0.0 $1.2k 3.00 386.67
Keel Infrastructure Corp Stock (KEEL) 0.0 $1.1k 200.00 5.74
Bce Stock (BCE) 0.0 $1.1k 51.00 21.51
Pan Amern Silver Corp Stock (PAAS) 0.0 $1.1k 24.00 44.79
The Trade Desk Inc Com Cl A Stock (TTD) 0.0 $1.0k 57.00 18.09
Magnum Ice Cream Co Nv Ord Stock (MICC) 0.0 $1.0k 58.00 17.41
Trane Technologies Stock (TT) 0.0 $982.000000 2.00 491.00
Grail Stock (GRAL) 0.0 $955.999800 14.00 68.29
Ball Corp Stock (BALL) 0.0 $936.000000 15.00 62.40
Arcos Dorados Hldgs Inc Shs Class -a - Stock (ARCO) 0.0 $927.003500 115.00 8.06
Avantis U.s. Large Cap Value Etf Etf (AVLV) 0.0 $921.000000 10.00 92.10
Avantis International Equity Etf Etf (AVDE) 0.0 $915.000000 10.00 91.50
C3 Ai Inc Cl A Stock (AI) 0.0 $909.000000 100.00 9.09
Versant Media Group Inc Com Cl A Stock (VSNT) 0.0 $906.000000 25.00 36.24
Beone Medicines Adr (ONC) 0.0 $855.000000 3.00 285.00
Ecolab Stock (ECL) 0.0 $836.000100 3.00 278.67
Dupont De Nemours Stock (DD) 0.0 $814.000200 6.00 135.67
Avantis U.s. Mid Cap Value Etf Etf (AVMV) 0.0 $813.000000 10.00 81.30
Avantis Emerging Markets Equity Etf Etf (AVEM) 0.0 $789.000000 8.00 98.62
Nio Inc Spon Ads Adr (NIO) 0.0 $759.000000 150.00 5.06
Franklin Resources Stock (BEN) 0.0 $718.999600 22.00 32.68
Trump Media & Technology Group Stock (DJT) 0.0 $711.997200 92.00 7.74
Arm Holdings Adr (ARM) 0.0 $709.000000 2.00 354.50
Kyndryl Hldgs Stock (KD) 0.0 $679.002000 60.00 11.32
Ncr Voyix Corporation Stock (VYX) 0.0 $645.003400 79.00 8.16
Ark Blockchain & Fintech Innovation Etf Etf (ARKF) 0.0 $631.000000 16.00 39.44
Slb Limited Com Stk Stock (SLB) 0.0 $603.999500 13.00 46.46
Annaly Capital Management Reit (NLY) 0.0 $604.000800 27.00 22.37
Lithia Mtrs Stock (LAD) 0.0 $581.000000 2.00 290.50
Bank Of Ny Mellon Corp Stock (BNY) 0.0 $578.000000 4.00 144.50
Rigetti Computing Stock (RGTI) 0.0 $483.000000 25.00 19.32
Carters Stock (CRI) 0.0 $462.000000 11.00 42.00
Regis Corporation Stock (RGS) 0.0 $336.000000 12.00 28.00
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $329.000000 2.00 164.50
Veru Stock (VERU) 0.0 $313.000000 100.00 3.13
South Bow Corp Stock (SOBO) 0.0 $282.000000 8.00 35.25
Organon & Co Stock (OGN) 0.0 $278.999700 21.00 13.29
Alcoa Corp Stock (AA) 0.0 $273.000000 5.00 54.60
Nuburu Stock (BURU) 0.0 $256.912800 2.0k 0.13
On Hldg Ag Namen Akt A Stock (ONON) 0.0 $248.000200 7.00 35.43
Jeld-wen Hldg Stock (JELD) 0.0 $241.999100 161.00 1.50
Invesco Mortgage Capital Reit (IVR) 0.0 $237.000000 30.00 7.90
Fubotv Inc Com New Cl A Stock (FUBO) 0.0 $230.000000 25.00 9.20
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $219.000000 2.00 109.50
U Haul Holding Company Stock (UHAL) 0.0 $131.000000 2.00 65.50
Tripadvisor Stock (TRIP) 0.0 $123.000300 9.00 13.67
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $114.000000 1.00 114.00
Cleveland-cliffs Stock (CLF) 0.0 $94.000000 10.00 9.40
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC) 0.0 $84.000000 2.00 42.00
State Street Blackstone Senior Loan Etf Etf (SRLN) 0.0 $81.000000 2.00 40.50
Schwab Us Tips Etf Etf (SCHP) 0.0 $80.000100 3.00 26.67
Tao Synergies Stock (TAOX) 0.0 $75.000000 20.00 3.75
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.0 $67.000000 1.00 67.00
Fundrise Innovation Cef (VCX) 0.0 $61.000000 1.00 61.00
Nuscale Pwr Corp Cl A Stock (SMR) 0.0 $40.000000 4.00 10.00
Canopy Growth Corporation Stock (CGC) 0.0 $7.000000 7.00 1.00
Workhorse Group Stock (WKHS) 0.0 $3.000000 1.00 3.00
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI) 0.0 $0 0 0.00
Invesco Wilderhill Clean Energy Etf Etf (PBW) 0.0 $0 0 0.00
Enlightify Stock (ENFY) 0.0 $0 1.00 0.00