LVW Advisors as of Dec. 31, 2023
Portfolio Holdings for LVW Advisors
LVW Advisors holds 255 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 14.9 | $80M | 1.0M | 76.13 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 7.5 | $40M | 513k | 78.02 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 5.3 | $29M | 290k | 98.59 | |
| Vanguard Index Fds Growth Etf (VUG) | 5.2 | $28M | 90k | 310.88 | |
| Apple (AAPL) | 4.8 | $25M | 132k | 192.53 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 3.0 | $16M | 329k | 48.45 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.7 | $15M | 176k | 82.96 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 2.1 | $11M | 139k | 81.10 | |
| Microsoft Corporation (MSFT) | 2.0 | $11M | 29k | 376.05 | |
| Ishares Tr Core Total Usd (IUSB) | 1.3 | $6.8M | 148k | 46.07 | |
| Ishares Tr Mbs Etf (MBB) | 1.2 | $6.6M | 70k | 94.08 | |
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 1.1 | $5.8M | 171k | 33.73 | |
| Broadcom (AVGO) | 1.1 | $5.7M | 5.1k | 1116.31 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.0 | $5.4M | 115k | 47.24 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $5.4M | 32k | 170.10 | |
| Amazon (AMZN) | 1.0 | $5.3M | 35k | 151.94 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $5.3M | 15k | 356.66 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.0 | $5.2M | 212k | 24.79 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.0 | $5.2M | 49k | 105.43 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $5.0M | 35k | 140.93 | |
| Visa Com Cl A (V) | 0.9 | $4.9M | 19k | 260.35 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $4.8M | 94k | 51.05 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.9 | $4.7M | 48k | 96.85 | |
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.8 | $4.5M | 175k | 25.73 | |
| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.8 | $4.3M | 78k | 55.34 | |
| Abbvie (ABBV) | 0.8 | $4.1M | 27k | 154.97 | |
| Pepsi (PEP) | 0.7 | $3.9M | 23k | 169.84 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.9M | 28k | 139.69 | |
| General Dynamics Corporation (GD) | 0.6 | $3.4M | 13k | 259.67 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $3.3M | 65k | 51.27 | |
| Cisco Systems (CSCO) | 0.6 | $3.2M | 63k | 50.52 | |
| Home Depot (HD) | 0.6 | $3.1M | 9.1k | 346.55 | |
| McDonald's Corporation (MCD) | 0.5 | $2.9M | 9.9k | 296.50 | |
| Amgen (AMGN) | 0.5 | $2.9M | 9.9k | 288.03 | |
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $2.8M | 26k | 108.26 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.5 | $2.8M | 121k | 23.04 | |
| Paychex (PAYX) | 0.5 | $2.8M | 23k | 119.11 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $2.6M | 13k | 200.72 | |
| Chubb (CB) | 0.5 | $2.6M | 12k | 226.00 | |
| NVIDIA Corporation (NVDA) | 0.5 | $2.6M | 5.2k | 495.22 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $2.4M | 5.6k | 426.53 | |
| Johnson & Johnson (JNJ) | 0.4 | $2.3M | 15k | 156.74 | |
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.4 | $2.3M | 45k | 50.52 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $2.3M | 61k | 36.96 | |
| Eli Lilly & Co. (LLY) | 0.4 | $2.3M | 3.9k | 582.98 | |
| Meta Platforms Cl A (META) | 0.4 | $2.2M | 6.3k | 353.96 | |
| Broadstone Net Lease (BNL) | 0.4 | $2.2M | 127k | 17.22 | |
| Wec Energy Group (WEC) | 0.4 | $2.0M | 24k | 84.17 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $1.9M | 37k | 52.20 | |
| Altria (MO) | 0.3 | $1.8M | 45k | 40.34 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $1.8M | 18k | 99.98 | |
| Novo-nordisk A S Adr (NVO) | 0.3 | $1.8M | 17k | 103.45 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.3 | $1.7M | 54k | 31.51 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.7M | 14k | 122.75 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.6M | 3.8k | 436.80 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $1.6M | 31k | 52.10 | |
| Anebulo Pharmaceuticals (ANEB) | 0.3 | $1.6M | 643k | 2.42 | |
| Deere & Company (DE) | 0.3 | $1.5M | 3.9k | 399.87 | |
| Procter & Gamble Company (PG) | 0.3 | $1.5M | 10k | 146.54 | |
| Chevron Corporation (CVX) | 0.3 | $1.5M | 9.9k | 149.16 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $1.4M | 31k | 46.62 | |
| Union Pacific Corporation (UNP) | 0.3 | $1.4M | 5.7k | 245.64 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $1.4M | 1.8k | 756.92 | |
| Verizon Communications (VZ) | 0.3 | $1.4M | 36k | 37.70 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | 16k | 84.14 | |
| Gilead Sciences (GILD) | 0.2 | $1.3M | 16k | 81.01 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.3M | 12k | 111.63 | |
| Cintas Corporation (CTAS) | 0.2 | $1.3M | 2.2k | 602.66 | |
| United Parcel Service CL B (UPS) | 0.2 | $1.3M | 8.2k | 157.23 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.3M | 2.7k | 475.26 | |
| Us Bancorp Del Com New (USB) | 0.2 | $1.2M | 29k | 43.28 | |
| Bank of America Corporation (BAC) | 0.2 | $1.2M | 35k | 33.67 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $1.2M | 18k | 67.38 | |
| Sap Se Spon Adr (SAP) | 0.2 | $1.2M | 7.5k | 154.59 | |
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $1.2M | 17k | 67.35 | |
| Bristol Myers Squibb (BMY) | 0.2 | $1.1M | 22k | 51.31 | |
| Coca-Cola Company (KO) | 0.2 | $1.1M | 18k | 58.93 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $1.1M | 11k | 101.77 | |
| Pfizer (PFE) | 0.2 | $1.1M | 37k | 28.79 | |
| UnitedHealth (UNH) | 0.2 | $1.1M | 2.0k | 526.53 | |
| Tesla Motors (TSLA) | 0.2 | $1.0M | 4.2k | 248.48 | |
| Medtronic SHS (MDT) | 0.2 | $1.0M | 13k | 82.38 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $997k | 24k | 41.10 | |
| Bentley Sys Com Cl B (BSY) | 0.2 | $980k | 19k | 52.18 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $974k | 9.4k | 104.00 | |
| 3M Company (MMM) | 0.2 | $972k | 8.9k | 109.32 | |
| Smucker J M Com New (SJM) | 0.2 | $947k | 7.5k | 126.38 | |
| Philip Morris International (PM) | 0.2 | $939k | 10k | 94.08 | |
| Pool Corporation (POOL) | 0.2 | $934k | 2.3k | 398.71 | |
| Wal-Mart Stores (WMT) | 0.2 | $924k | 5.9k | 157.64 | |
| Msci (MSCI) | 0.2 | $912k | 1.6k | 565.65 | |
| Morgan Stanley Com New (MS) | 0.2 | $907k | 9.7k | 93.25 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $896k | 20k | 43.85 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $877k | 9.0k | 97.04 | |
| Ishares Tr Mrngstr Inc Etf (IYLD) | 0.2 | $856k | 43k | 20.12 | |
| McKesson Corporation (MCK) | 0.2 | $853k | 1.8k | 462.98 | |
| Cardinal Health (CAH) | 0.2 | $849k | 8.4k | 100.80 | |
| Lennox International (LII) | 0.2 | $838k | 1.9k | 447.52 | |
| Cooper Cos Com New | 0.2 | $831k | 2.2k | 378.44 | |
| Ferrari Nv Ord (RACE) | 0.2 | $821k | 2.4k | 338.43 | |
| L3harris Technologies (LHX) | 0.2 | $820k | 3.9k | 210.64 | |
| Nordson Corporation (NDSN) | 0.2 | $812k | 3.1k | 264.16 | |
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $790k | 21k | 36.98 | |
| Costco Wholesale Corporation (COST) | 0.1 | $785k | 1.2k | 659.89 | |
| Lowe's Companies (LOW) | 0.1 | $782k | 3.5k | 222.55 | |
| Humana (HUM) | 0.1 | $778k | 1.7k | 457.81 | |
| Ansys (ANSS) | 0.1 | $773k | 2.1k | 362.88 | |
| Equifax (EFX) | 0.1 | $770k | 3.1k | 247.29 | |
| EOG Resources (EOG) | 0.1 | $760k | 6.3k | 120.95 | |
| Southern Company (SO) | 0.1 | $743k | 11k | 70.12 | |
| Diageo Spon Adr New (DEO) | 0.1 | $734k | 5.0k | 145.65 | |
| Automatic Data Processing (ADP) | 0.1 | $726k | 3.1k | 232.97 | |
| Lpl Financial Holdings (LPLA) | 0.1 | $725k | 3.2k | 227.62 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $720k | 3.0k | 237.20 | |
| Aspen Technology (AZPN) | 0.1 | $717k | 3.3k | 220.15 | |
| PNC Financial Services (PNC) | 0.1 | $704k | 4.5k | 154.85 | |
| Charles River Laboratories (CRL) | 0.1 | $685k | 2.9k | 236.40 | |
| Watsco, Incorporated (WSO) | 0.1 | $684k | 1.6k | 428.47 | |
| Capital Group International SHS (CGIE) | 0.1 | $681k | 25k | 27.65 | |
| Teradyne (TER) | 0.1 | $670k | 6.2k | 108.52 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $670k | 9.5k | 70.72 | |
| American Electric Power Company (AEP) | 0.1 | $660k | 8.1k | 81.22 | |
| Constellation Brands Cl A (STZ) | 0.1 | $647k | 2.7k | 241.75 | |
| American Express Company (AXP) | 0.1 | $645k | 3.4k | 187.34 | |
| Saia (SAIA) | 0.1 | $642k | 1.5k | 438.22 | |
| Truist Financial Corp equities (TFC) | 0.1 | $638k | 17k | 36.92 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $636k | 5.2k | 121.51 | |
| Merck & Co (MRK) | 0.1 | $633k | 5.8k | 109.02 | |
| Jack Henry & Associates (JKHY) | 0.1 | $629k | 3.8k | 163.41 | |
| Rollins (ROL) | 0.1 | $627k | 14k | 43.67 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $624k | 12k | 50.13 | |
| Netflix (NFLX) | 0.1 | $619k | 1.3k | 486.88 | |
| Abbott Laboratories (ABT) | 0.1 | $612k | 5.6k | 110.07 | |
| Allegion Ord Shs (ALLE) | 0.1 | $611k | 4.8k | 126.69 | |
| Enovix Corp (ENVX) | 0.1 | $602k | 48k | 12.52 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $600k | 1.0k | 596.60 | |
| Dolby Laboratories Com Cl A (DLB) | 0.1 | $597k | 6.9k | 86.18 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $576k | 2.1k | 273.33 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $573k | 11k | 52.05 | |
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $569k | 19k | 29.41 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $553k | 1.4k | 405.33 | |
| BP Sponsored Adr (BP) | 0.1 | $553k | 16k | 35.40 | |
| Siteone Landscape Supply (SITE) | 0.1 | $547k | 3.4k | 162.50 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $533k | 1.0k | 530.79 | |
| Tfii Cn (TFII) | 0.1 | $530k | 3.9k | 135.98 | |
| eBay (EBAY) | 0.1 | $530k | 12k | 43.62 | |
| Moody's Corporation (MCO) | 0.1 | $525k | 1.3k | 390.56 | |
| Thor Industries (THO) | 0.1 | $524k | 4.4k | 118.25 | |
| Caterpillar (CAT) | 0.1 | $520k | 1.8k | 295.67 | |
| Chemed Corp Com Stk (CHE) | 0.1 | $518k | 886.00 | 584.75 | |
| Fair Isaac Corporation (FICO) | 0.1 | $511k | 439.00 | 1164.01 | |
| Teledyne Technologies Incorporated (TDY) | 0.1 | $507k | 1.1k | 446.29 | |
| Travelers Companies (TRV) | 0.1 | $505k | 2.7k | 190.49 | |
| Applied Materials (AMAT) | 0.1 | $504k | 3.1k | 162.07 | |
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $497k | 17k | 29.29 | |
| MercadoLibre (MELI) | 0.1 | $497k | 316.00 | 1571.54 | |
| Exponent (EXPO) | 0.1 | $496k | 5.6k | 88.04 | |
| Jacobs Engineering Group (J) | 0.1 | $493k | 3.8k | 129.80 | |
| Hca Holdings (HCA) | 0.1 | $489k | 1.8k | 270.68 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $485k | 5.1k | 94.24 | |
| Masco Corporation (MAS) | 0.1 | $474k | 7.1k | 66.98 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $474k | 5.7k | 82.90 | |
| Xylem (XYL) | 0.1 | $471k | 4.1k | 114.36 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $469k | 7.0k | 67.11 | |
| Genmab A/s Sponsored Ads (GMAB) | 0.1 | $466k | 15k | 31.84 | |
| Eversource Energy (ES) | 0.1 | $463k | 7.5k | 61.72 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $454k | 4.8k | 95.08 | |
| Wells Fargo & Company (WFC) | 0.1 | $451k | 9.2k | 49.22 | |
| salesforce (CRM) | 0.1 | $439k | 1.7k | 263.14 | |
| Intel Corporation (INTC) | 0.1 | $435k | 8.7k | 50.25 | |
| Choice Hotels International (CHH) | 0.1 | $417k | 3.7k | 113.30 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $415k | 4.4k | 95.20 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $405k | 5.4k | 75.53 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $395k | 826.00 | 477.70 | |
| Domino's Pizza (DPZ) | 0.1 | $394k | 955.00 | 412.23 | |
| Knife River Corp Common Stock (KNF) | 0.1 | $386k | 5.8k | 66.18 | |
| Public Service Enterprise (PEG) | 0.1 | $386k | 6.3k | 61.15 | |
| Carrier Global Corporation (CARR) | 0.1 | $383k | 6.7k | 57.45 | |
| Hp (HPQ) | 0.1 | $376k | 13k | 30.09 | |
| Target Corporation (TGT) | 0.1 | $371k | 2.6k | 142.42 | |
| Canadian Natl Ry (CNI) | 0.1 | $369k | 2.9k | 125.63 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $368k | 1.0k | 350.91 | |
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $368k | 5.8k | 63.75 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $365k | 3.4k | 107.48 | |
| Walt Disney Company (DIS) | 0.1 | $364k | 4.0k | 90.30 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $360k | 5.6k | 64.62 | |
| Credit Acceptance (CACC) | 0.1 | $359k | 673.00 | 532.73 | |
| Hartford Financial Services (HIG) | 0.1 | $358k | 4.5k | 80.38 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $358k | 1.1k | 337.36 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $356k | 785.00 | 453.24 | |
| Freshpet (FRPT) | 0.1 | $356k | 4.1k | 86.76 | |
| BlackRock | 0.1 | $342k | 421.00 | 811.92 | |
| Goldman Sachs (GS) | 0.1 | $341k | 883.00 | 385.77 | |
| Ares Capital Corporation (ARCC) | 0.1 | $339k | 17k | 20.03 | |
| Consolidated Edison (ED) | 0.1 | $336k | 3.7k | 90.97 | |
| S&p Global (SPGI) | 0.1 | $336k | 762.00 | 440.52 | |
| State Street Corporation (STT) | 0.1 | $330k | 4.3k | 77.46 | |
| AmerisourceBergen (COR) | 0.1 | $327k | 1.6k | 205.38 | |
| Calix (CALX) | 0.1 | $320k | 7.3k | 43.69 | |
| Kinder Morgan (KMI) | 0.1 | $313k | 18k | 17.64 | |
| ConocoPhillips (COP) | 0.1 | $313k | 2.7k | 116.07 | |
| Honeywell International (HON) | 0.1 | $312k | 1.5k | 209.71 | |
| Relx Sponsored Adr (RELX) | 0.1 | $312k | 7.9k | 39.66 | |
| T. Rowe Price (TROW) | 0.1 | $309k | 2.9k | 107.69 | |
| Nextera Energy (NEE) | 0.1 | $307k | 5.1k | 60.74 | |
| Aon Shs Cl A (AON) | 0.1 | $304k | 1.0k | 291.02 | |
| Stryker Corporation (SYK) | 0.1 | $304k | 1.0k | 299.47 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $291k | 3.8k | 76.38 | |
| MetLife (MET) | 0.1 | $290k | 4.4k | 66.13 | |
| Eastman Chemical Company (EMN) | 0.1 | $288k | 3.2k | 89.82 | |
| Hubbell (HUBB) | 0.1 | $286k | 869.00 | 328.93 | |
| Nike CL B (NKE) | 0.1 | $283k | 2.6k | 108.59 | |
| Xcel Energy (XEL) | 0.1 | $281k | 4.5k | 61.91 | |
| Vita Coco Co Inc/the (COCO) | 0.1 | $281k | 11k | 25.65 | |
| Shopify Cl A (SHOP) | 0.1 | $275k | 3.5k | 77.90 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $274k | 120.00 | 2286.97 | |
| Extra Space Storage (EXR) | 0.1 | $274k | 1.7k | 160.33 | |
| Starbucks Corporation (SBUX) | 0.1 | $272k | 2.8k | 96.00 | |
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.1 | $271k | 15k | 18.52 | |
| Emerson Electric (EMR) | 0.0 | $265k | 2.7k | 97.33 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $264k | 2.4k | 108.25 | |
| Intercontinental Exchange (ICE) | 0.0 | $262k | 2.0k | 128.43 | |
| Essential Utils (WTRG) | 0.0 | $262k | 7.0k | 37.35 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $261k | 1.3k | 199.74 | |
| Broadridge Financial Solutions (BR) | 0.0 | $259k | 1.3k | 205.75 | |
| Te Connectivity SHS | 0.0 | $255k | 1.8k | 140.50 | |
| Wp Carey (WPC) | 0.0 | $253k | 3.9k | 64.81 | |
| Anthem (ELV) | 0.0 | $251k | 533.00 | 471.56 | |
| Zoetis Cl A (ZTS) | 0.0 | $249k | 1.3k | 197.37 | |
| Tompkins Financial Corporation (TMP) | 0.0 | $246k | 4.1k | 60.23 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $246k | 886.00 | 277.15 | |
| Best Buy (BBY) | 0.0 | $242k | 3.1k | 78.28 | |
| Corning Incorporated (GLW) | 0.0 | $237k | 7.8k | 30.45 | |
| Beigene Sponsored Adr | 0.0 | $235k | 1.3k | 180.36 | |
| Prudential Financial (PRU) | 0.0 | $231k | 2.2k | 103.71 | |
| Equity Residential Sh Ben Int (EQR) | 0.0 | $225k | 3.7k | 61.16 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $224k | 2.2k | 100.35 | |
| Vale S A Sponsored Ads (VALE) | 0.0 | $224k | 14k | 15.86 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $220k | 1.7k | 130.89 | |
| Advanced Micro Devices (AMD) | 0.0 | $217k | 1.5k | 147.41 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $217k | 1.3k | 170.46 | |
| Phillips 66 (PSX) | 0.0 | $214k | 1.6k | 133.14 | |
| Pentair SHS (PNR) | 0.0 | $213k | 2.9k | 72.71 | |
| Omni (OMC) | 0.0 | $210k | 2.4k | 86.51 | |
| Servicenow (NOW) | 0.0 | $208k | 294.00 | 706.49 | |
| Alliant Energy Corporation (LNT) | 0.0 | $206k | 4.0k | 51.30 | |
| Cigna Corp (CI) | 0.0 | $205k | 684.00 | 299.45 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $205k | 1.2k | 170.40 | |
| Entergy Corporation (ETR) | 0.0 | $200k | 2.0k | 101.19 | |
| Oscar Health Cl A (OSCR) | 0.0 | $192k | 21k | 9.15 | |
| Taseko Cad (TGB) | 0.0 | $185k | 132k | 1.40 | |
| Viatris (VTRS) | 0.0 | $162k | 15k | 10.83 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $110k | 32k | 3.42 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 0.0 | $94k | 10k | 9.38 | |
| Prospect Capital Corporation (PSEC) | 0.0 | $73k | 12k | 5.99 |
