Marshall Investment Management

Marshall Investment Management as of March 31, 2026

Portfolio Holdings for Marshall Investment Management

Marshall Investment Management holds 274 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Gold Tr Gold Shs (GLD) 9.7 $20M 47k 430.29
Pimco Equity Ser Rafi Dyn Ml Us (MFUS) 5.4 $11M 195k 58.40
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 5.0 $10M 96k 107.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.6 $9.6M 20k 479.20
Microsoft Corporation (MSFT) 3.6 $7.5M 20k 370.18
Amazon (AMZN) 3.2 $6.7M 32k 208.27
Fidelity Covington Trust Enhanced Large (FELV) 2.8 $5.9M 169k 34.91
Fidelity Covington Trust Fidelity Fund Lr (FFLG) 2.8 $5.8M 209k 27.81
First Tr Exchange Traded Risng Divd Achiv (RDVY) 2.4 $5.0M 73k 68.28
Apple (AAPL) 2.4 $4.9M 20k 253.79
JPMorgan Chase & Co. (JPM) 2.3 $4.8M 16k 294.17
Alphabet Cap Stk Cl C (GOOG) 2.2 $4.7M 16k 286.85
NVIDIA Corporation (NVDA) 2.2 $4.7M 27k 174.40
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB) 2.2 $4.5M 181k 24.89
First Tr Exchange-traded Emerging Markets (FTHF) 1.9 $4.0M 108k 37.35
Tcw Etf Trust Flexible Income (FLXR) 1.9 $4.0M 102k 39.27
First Tr Exchange Traded Rba Indl Etf (AIRR) 1.9 $3.9M 35k 110.78
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.8 $3.8M 11k 337.96
Wal-Mart Stores (WMT) 1.8 $3.7M 30k 124.28
Eli Lilly & Co. (LLY) 1.7 $3.6M 3.9k 919.81
Verizon Communications (VZ) 1.7 $3.5M 70k 50.20
Duke Energy Corp Com New (DUK) 1.7 $3.5M 26k 130.94
Crowdstrike Hldgs Cl A (CRWD) 1.6 $3.2M 8.3k 390.41
First Tr Exchange-traded SHS (FDL) 1.5 $3.2M 62k 50.80
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 1.4 $3.0M 158k 19.00
Amgen (AMGN) 1.3 $2.7M 7.8k 351.84
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 1.3 $2.7M 45k 60.44
First Tr Exchange-traded SHS (FVD) 1.3 $2.7M 57k 47.03
Spdr Series Trust State Street Spd (XAR) 1.2 $2.5M 10k 253.97
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) 1.2 $2.5M 42k 59.70
Johnson & Johnson (JNJ) 1.2 $2.4M 9.9k 244.44
Global X Fds Lithium Btry Etf (LIT) 1.1 $2.3M 31k 74.35
Global X Fds Us Infr Dev Etf (PAVE) 1.1 $2.2M 44k 50.81
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.1 $2.2M 24k 92.76
Vaneck Etf Trust Uranium And Nucl (NLR) 1.0 $2.1M 16k 133.19
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 1.0 $2.0M 26k 76.02
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.9 $2.0M 21k 93.66
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.8 $1.8M 2.7k 650.21
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.8 $1.7M 43k 39.43
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 0.8 $1.6M 13k 126.98
First Tr Exchange-traded Energy Inm Partn (EIPX) 0.8 $1.6M 51k 32.16
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.8 $1.6M 9.7k 163.58
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.8 $1.6M 13k 120.61
Select Sector Spdr Tr State Street Ind (XLI) 0.8 $1.6M 9.7k 161.74
First Tr Exchange Traded Nasdq Phrmtcls (FTXH) 0.7 $1.6M 45k 34.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.4M 2.4k 597.57
Ark Etf Tr Space & Defense (ARKX) 0.5 $1.1M 38k 29.35
First Tr Exchange-traded Indxx Aerospace (MISL) 0.5 $1.0M 23k 44.71
Spdr Series Trust State Street Spd (XME) 0.5 $964k 8.9k 108.01
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.4 $928k 14k 67.12
First Tr Exchange-traded Wtr Etf (FIW) 0.3 $686k 6.7k 103.12
MPLX Com Unit Rep Ltd (MPLX) 0.3 $613k 11k 57.07
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.3 $585k 23k 25.55
Vanguard Index Fds Growth Etf (VUG) 0.3 $541k 1.2k 436.79
First Tr Exchange Traded Nasdaq Buywrite (FTQI) 0.3 $527k 27k 19.92
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $520k 2.6k 203.79
Wec Energy Group (WEC) 0.2 $519k 4.5k 115.76
Lockheed Martin Corporation (LMT) 0.2 $509k 842.00 604.16
J P Morgan Exchange Traded F Active Growth (JGRO) 0.2 $470k 5.6k 84.52
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.2 $424k 19k 22.95
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $393k 14k 29.13
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $330k 4.3k 77.18
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $297k 6.8k 43.66
Broadcom (AVGO) 0.1 $285k 922.00 309.56
Visa Com Cl A (V) 0.1 $283k 936.00 302.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $274k 4.3k 64.08
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $267k 1.6k 165.70
CVS Caremark Corporation (CVS) 0.1 $266k 3.7k 71.82
Raytheon Technologies Corp (RTX) 0.1 $263k 1.4k 192.85
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.1 $259k 5.6k 46.31
Meta Platforms Cl A (META) 0.1 $235k 411.00 572.13
Exxon Mobil Corporation (XOM) 0.1 $230k 1.4k 169.61
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $225k 6.2k 36.11
Goldman Sachs (GS) 0.1 $214k 253.00 847.19
Micron Technology (MU) 0.1 $212k 627.00 337.77
Vulcan Materials Company (VMC) 0.1 $192k 704.00 272.23
Ark Etf Tr Innovation Etf (ARKK) 0.1 $186k 2.8k 67.59
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $180k 828.00 217.25
Ishares Tr Core S&p500 Etf (IVV) 0.1 $167k 256.00 653.21
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $163k 886.00 184.28
Philip Morris International (PM) 0.1 $161k 975.00 165.26
Coca-Cola Company (KO) 0.1 $153k 2.0k 76.05
Occidental Petroleum Corporation (OXY) 0.1 $150k 2.3k 65.00
Cisco Systems (CSCO) 0.1 $143k 1.8k 77.60
Palantir Technologies Cl A (PLTR) 0.1 $141k 963.00 146.28
Ishares Tr Esg Aware Msci (ESML) 0.1 $138k 2.9k 47.03
Us Bancorp Com New (USB) 0.1 $131k 2.5k 52.01
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $130k 1.2k 105.97
Ishares Tr Core Div Grwth (DGRO) 0.1 $125k 1.8k 70.18
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $122k 2.7k 44.85
Spdr Series Trust State Street Spd (KIE) 0.1 $120k 2.2k 55.00
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $110k 2.2k 49.80
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $109k 971.00 112.50
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $101k 2.6k 38.77
Costco Wholesale Corporation (COST) 0.0 $100k 100.00 996.43
Ea Series Trust Freedom 100 Em (FRDM) 0.0 $99k 1.8k 54.65
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $99k 385.00 257.35
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.0 $92k 1.2k 77.38
First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $86k 1.4k 59.79
Nasdaq Omx (NDAQ) 0.0 $84k 984.00 84.92
SYSCO Corporation (SYY) 0.0 $83k 1.2k 71.32
United Parcel Svcs CL B (UPS) 0.0 $83k 840.00 98.38
Spdr Series Trust State Street Spd (SPYV) 0.0 $83k 1.5k 56.58
Vanguard Index Fds Small Cp Etf (VB) 0.0 $81k 309.00 261.92
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.0 $80k 1.9k 41.08
Principal Exchange Traded Us Mega Cp Etf (USMC) 0.0 $79k 1.2k 64.33
Fidelity Covington Trust Enhanced Mid (FMDE) 0.0 $77k 2.1k 35.95
Alphabet Cap Stk Cl A (GOOGL) 0.0 $71k 246.00 287.82
First Tr Exchange-traded A Com Shs (FNX) 0.0 $69k 541.00 128.31
Merck & Co (MRK) 0.0 $65k 543.00 120.34
Black Hills Corporation (BKH) 0.0 $65k 939.00 69.39
The Alger Etf Trust Concentrated Eqt (CNEQ) 0.0 $64k 2.0k 31.11
Oracle Corporation (ORCL) 0.0 $63k 428.00 147.11
Ishares Tr Us Aer Def Etf (ITA) 0.0 $61k 280.00 218.72
Spdr Series Trust State Street Spd (SHE) 0.0 $61k 474.00 127.70
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $59k 275.00 213.67
PIMCO Corporate Opportunity Fund (PTY) 0.0 $57k 4.7k 12.06
Ishares Tr Select Divid Etf (DVY) 0.0 $56k 368.00 151.61
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $54k 879.00 61.25
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $53k 1.2k 45.90
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $51k 756.00 66.86
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.0 $47k 927.00 50.69
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $45k 464.00 97.24
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $45k 447.00 100.17
Guardant Health (GH) 0.0 $44k 480.00 92.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $43k 553.00 78.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $42k 73.00 577.85
Altria (MO) 0.0 $41k 624.00 65.99
Ishares Tr Russell 2000 Etf (IWM) 0.0 $41k 163.00 248.44
Vaneck Etf Trust Rare Earth And S (REMX) 0.0 $38k 436.00 88.06
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $38k 61.00 616.75
Boeing Company (BA) 0.0 $37k 185.00 199.03
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $37k 1.4k 26.42
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $37k 79.00 463.19
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $35k 357.00 99.27
Commerce Bancshares (CBSH) 0.0 $33k 671.00 49.20
Home Depot (HD) 0.0 $33k 100.00 328.89
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $33k 843.00 38.86
McDonald's Corporation (MCD) 0.0 $33k 105.00 310.79
Ishares Msci Gbl Etf New (PICK) 0.0 $32k 569.00 56.59
Spdr Series Trust State Street Spd (XNTK) 0.0 $31k 122.00 254.55
Tesla Motors (TSLA) 0.0 $29k 77.00 371.78
Capital Group Conservative E SHS (CGCV) 0.0 $28k 930.00 29.81
Royal Caribbean Cruises (RCL) 0.0 $28k 100.00 275.18
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.0 $27k 751.00 36.22
Lowe's Companies (LOW) 0.0 $27k 113.00 236.28
MercadoLibre (MELI) 0.0 $26k 15.00 1729.00
Advanced Micro Devices (AMD) 0.0 $26k 126.00 203.43
Mondelez Intl Cl A (MDLZ) 0.0 $25k 431.00 57.64
Lumentum Hldgs (LITE) 0.0 $25k 35.00 702.80
Vaneck Etf Trust Oil Refiners Etf (CRAK) 0.0 $24k 489.00 49.43
Roblox Corp Cl A (RBLX) 0.0 $23k 414.00 56.56
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $23k 478.00 48.46
Palo Alto Networks (PANW) 0.0 $23k 143.00 160.32
Mastercard Incorporated Cl A (MA) 0.0 $23k 46.00 497.20
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $23k 888.00 25.64
International Business Machines (IBM) 0.0 $22k 89.00 242.39
Global X Fds Data Ctr & Digit (DTCR) 0.0 $22k 900.00 23.96
Carnival Corp Common Stock (CCL) 0.0 $22k 832.00 25.88
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $21k 89.00 239.99
Toll Brothers (TOL) 0.0 $21k 155.00 136.72
Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $21k 574.00 36.76
Global X Fds Global X Silver (SIL) 0.0 $21k 234.00 89.91
Franco-Nevada Corporation (FNV) 0.0 $20k 82.00 247.43
American Electric Power Company (AEP) 0.0 $20k 150.00 131.08
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.0 $19k 535.00 35.41
Starbucks Corporation (SBUX) 0.0 $19k 206.00 89.59
ConocoPhillips (COP) 0.0 $18k 134.00 131.94
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.0 $17k 399.00 43.60
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $17k 357.00 48.05
Kimberly-Clark Corporation (KMB) 0.0 $17k 174.00 96.47
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.0 $17k 352.00 47.51
DNP Select Income Fund (DNP) 0.0 $17k 1.6k 10.30
Cheniere Energy Partners Com Unit (CQP) 0.0 $16k 254.00 64.69
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $15k 96.00 157.76
Iridium Communications (IRDM) 0.0 $15k 532.00 27.74
Tidal Trust I Rpar Risk Pari (RPAR) 0.0 $14k 620.00 22.26
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $14k 388.00 35.53
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $13k 313.00 42.31
National Storage Affiliates Com Shs Ben In (NSA) 0.0 $13k 349.00 37.74
Bank of America Corporation (BAC) 0.0 $13k 270.00 48.72
Edison International (EIX) 0.0 $12k 165.00 73.18
Shell Spon Ads (SHEL) 0.0 $12k 126.00 93.14
Target Corporation (TGT) 0.0 $12k 96.00 121.15
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $12k 184.00 62.63
Select Sector Spdr Tr State Street Com (XLC) 0.0 $11k 102.00 111.19
Chubb (CB) 0.0 $11k 34.00 325.94
First Tr Exchange-traded Indxx Nat Re Etf (FTRI) 0.0 $11k 614.00 17.85
Caterpillar (CAT) 0.0 $11k 15.00 709.40
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) 0.0 $10k 85.00 119.53
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) 0.0 $10k 174.00 57.90
Darden Restaurants (DRI) 0.0 $9.8k 50.00 196.04
Delta Air Lines Com New (DAL) 0.0 $9.6k 145.00 66.48
Electromed (ELMD) 0.0 $9.4k 400.00 23.41
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $9.3k 177.00 52.78
Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $9.1k 283.00 32.22
Ishares Tr Msci Intl Moment (IMTM) 0.0 $9.0k 188.00 48.02
First Tr Exchange-traded Ssi Strg Etf (FCVT) 0.0 $9.0k 203.00 44.13
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $8.7k 140.00 62.30
Sterling Construction Company (STRL) 0.0 $8.6k 21.00 407.29
Kraft Heinz (KHC) 0.0 $8.3k 370.00 22.47
Public Service Enterprise (PEG) 0.0 $8.1k 100.00 80.95
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $8.0k 94.00 85.23
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $8.0k 85.00 93.87
Nuveen Real Estate Income Fund (JRS) 0.0 $8.0k 1.1k 7.46
Fiserv (FISV) 0.0 $7.8k 140.00 55.80
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $7.8k 105.00 73.90
Vaneck Etf Trust Digi Transfrm (DAPP) 0.0 $7.3k 490.00 14.92
UnitedHealth (UNH) 0.0 $7.2k 27.00 266.00
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.0 $6.4k 143.00 44.88
BP Sponsored Adr (BP) 0.0 $6.4k 136.00 46.92
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $6.3k 78.00 80.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $6.3k 116.00 54.05
Cloudflare Cl A Com (NET) 0.0 $6.2k 30.00 206.33
Vertiv Holdings Com Cl A (VRT) 0.0 $6.0k 24.00 250.58
Air Products & Chemicals (APD) 0.0 $5.8k 20.00 290.50
American Beacon Select Funds Glg Natural Reso (MGNR) 0.0 $5.2k 100.00 51.68
Silicon Motion Technology Sponsored Adr (SIMO) 0.0 $5.1k 45.00 112.47
Walt Disney Company (DIS) 0.0 $4.8k 50.00 96.38
Global X Fds Global X Uranium (URA) 0.0 $4.8k 99.00 48.45
Prudential Financial (PRU) 0.0 $4.8k 49.00 97.69
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.0 $4.7k 93.00 50.55
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.0 $4.7k 94.00 49.70
Arista Networks Com Shs (ANET) 0.0 $4.4k 36.00 122.78
Compass Minerals International (CMP) 0.0 $4.1k 175.00 23.35
Dell Technologies CL C (DELL) 0.0 $3.6k 22.00 164.64
Toronto Dominion Bk Ont Com New (TD) 0.0 $3.5k 38.00 93.32
Gitlab Class A Com (GTLB) 0.0 $3.5k 160.00 21.64
Axon Enterprise (AXON) 0.0 $3.4k 8.00 424.75
Franklin Templeton Etf Tr Ftse Brazil (FLBR) 0.0 $3.4k 142.00 23.91
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $3.2k 22.00 145.00
Vaneck Etf Trust Brazil Small Cap (BRF) 0.0 $3.1k 168.00 18.29
Aurora Innovation Class A Com (AUR) 0.0 $2.8k 679.00 4.12
Comcast Corp Cl A (CMCSA) 0.0 $2.8k 96.00 28.71
M&T Bank Corporation (MTB) 0.0 $2.7k 13.00 206.69
MetLife (MET) 0.0 $2.7k 38.00 70.71
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $2.7k 93.00 28.85
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.0 $2.6k 47.00 54.81
Cadence Design Systems (CDNS) 0.0 $2.5k 9.00 277.89
Adobe Systems Incorporated (ADBE) 0.0 $2.4k 10.00 243.10
Coherent Corp (COHR) 0.0 $2.4k 10.00 238.20
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.0 $2.4k 25.00 95.04
Serve Robotics (SERV) 0.0 $2.3k 272.00 8.44
Toyota Motor Corp Ads (TM) 0.0 $2.3k 11.00 206.09
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $2.3k 20.00 113.10
Ceribell (CBLL) 0.0 $2.2k 118.00 18.33
Duolingo Cl A Com (DUOL) 0.0 $2.1k 21.00 98.57
Tempus Ai Cl A (TEM) 0.0 $2.0k 44.00 45.23
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.0 $1.7k 15.00 114.27
Servicenow (NOW) 0.0 $1.6k 15.00 104.53
Lpl Financial Holdings (LPLA) 0.0 $1.5k 5.00 300.80
Tractor Supply Company (TSCO) 0.0 $1.4k 30.00 45.30
BorgWarner (BWA) 0.0 $1.4k 25.00 54.28
Sentinelone Cl A (S) 0.0 $1.3k 102.00 12.88
Uber Technologies (UBER) 0.0 $1.1k 15.00 71.93
Maximus (MMS) 0.0 $1.0k 16.00 64.12
Netflix (NFLX) 0.0 $962.000000 10.00 96.20
Joby Aviation Common Stock (JOBY) 0.0 $826.000000 100.00 8.26
First Tr Exchange-traded Indxx Global Agr (FTAG) 0.0 $760.000800 26.00 29.23
PG&E Corporation (PCG) 0.0 $527.001000 30.00 17.57
Elf Beauty (ELF) 0.0 $484.000000 8.00 60.50
Colgate-Palmolive Company (CL) 0.0 $341.000000 4.00 85.25
Brighthouse Finl (BHF) 0.0 $180.000000 3.00 60.00
Lululemon Athletica (LULU) 0.0 $153.000000 1.00 153.00
Spdr Series Trust State Street Spd (SPYM) 0.0 $153.000000 2.00 76.50
Angel Studios Cl A Com (ANGX) 0.0 $152.000000 50.00 3.04
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $124.000000 1.00 124.00
Versant Media Group Com Cl A (VSNT) 0.0 $111.000000 3.00 37.00
Newsmax Com Shs Class B (NMAX) 0.0 $110.000100 21.00 5.24
Lithium Amers Corp Com Shs (LAC) 0.0 $99.000000 25.00 3.96
Encompass Health Corp (EHC) 0.0 $98.000000 1.00 98.00
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.0 $45.000000 1.00 45.00
Goldman Sachs Bdc SHS (GSBD) 0.0 $38.000000 4.00 9.50
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $33.000000 3.00 11.00