Mb, Levis & Associates as of Sept. 30, 2024
Portfolio Holdings for Mb, Levis & Associates
Mb, Levis & Associates holds 292 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 7.9 | $16M | 254k | 63.00 | |
| Vanguard Index Fds Large Cap Etf (VV) | 7.8 | $16M | 60k | 263.29 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 7.5 | $15M | 297k | 51.12 | |
| Wisdomtree Tr Us High Dividend (DHS) | 7.4 | $15M | 160k | 93.80 | |
| Ishares Tr Ibonds Dec 2031 (IBDW) | 6.4 | $13M | 616k | 21.22 | |
| Ishares Tr Ibonds Dec 2030 (IBDV) | 6.4 | $13M | 582k | 22.17 | |
| Ishares Tr Ibonds Dec 2034 (IBDZ) | 6.3 | $13M | 482k | 26.71 | |
| Ishares Tr Ibonds Dec 2032 (IBDX) | 6.0 | $12M | 476k | 25.71 | |
| Ishares Tr Ibonds Dec 2033 (IBDY) | 5.9 | $12M | 456k | 26.40 | |
| American Centy Etf Tr Us Quality Grow (QGRO) | 3.4 | $6.9M | 76k | 91.06 | |
| Microsoft Corporation (MSFT) | 2.4 | $4.9M | 11k | 430.31 | |
| Apple (AAPL) | 2.4 | $4.8M | 21k | 232.99 | |
| Caterpillar (CAT) | 1.5 | $3.1M | 8.0k | 391.13 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $3.1M | 15k | 210.86 | |
| Lowe's Companies (LOW) | 1.4 | $2.9M | 11k | 270.86 | |
| Automatic Data Processing (ADP) | 1.2 | $2.4M | 8.8k | 276.74 | |
| Qualcomm (QCOM) | 1.0 | $2.0M | 12k | 170.06 | |
| Procter & Gamble Company (PG) | 1.0 | $2.0M | 12k | 173.20 | |
| Abbott Laboratories (ABT) | 1.0 | $2.0M | 17k | 114.01 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 1.0 | $2.0M | 12k | 166.83 | |
| Johnson & Johnson (JNJ) | 0.9 | $1.9M | 12k | 162.06 | |
| Emerson Electric (EMR) | 0.8 | $1.6M | 15k | 109.37 | |
| Merck & Co (MRK) | 0.8 | $1.5M | 14k | 113.56 | |
| Norfolk Southern (NSC) | 0.7 | $1.5M | 6.1k | 248.50 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.5M | 18k | 80.75 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $1.4M | 12k | 121.16 | |
| Travelers Companies (TRV) | 0.7 | $1.4M | 6.0k | 234.13 | |
| Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) | 0.6 | $1.2M | 55k | 22.15 | |
| Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW) | 0.6 | $1.2M | 47k | 25.63 | |
| Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX) | 0.6 | $1.2M | 45k | 26.35 | |
| Amgen (AMGN) | 0.6 | $1.2M | 3.7k | 322.24 | |
| Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV) | 0.6 | $1.2M | 56k | 21.30 | |
| Pepsi (PEP) | 0.6 | $1.2M | 7.0k | 170.05 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $1.2M | 3.0k | 383.97 | |
| Becton, Dickinson and (BDX) | 0.5 | $1.1M | 4.5k | 241.11 | |
| Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) | 0.5 | $1.1M | 46k | 23.27 | |
| FedEx Corporation (FDX) | 0.5 | $1.0M | 3.8k | 273.65 | |
| Clorox Company (CLX) | 0.5 | $953k | 5.8k | 162.90 | |
| Nextera Energy (NEE) | 0.4 | $892k | 11k | 84.53 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $871k | 7.4k | 117.22 | |
| NVIDIA Corporation (NVDA) | 0.4 | $770k | 6.3k | 121.44 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $622k | 5.4k | 115.02 | |
| Prologis (PLD) | 0.3 | $611k | 4.8k | 126.29 | |
| International Business Machines (IBM) | 0.3 | $603k | 2.7k | 221.06 | |
| PNC Financial Services (PNC) | 0.3 | $564k | 3.1k | 184.87 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $434k | 2.6k | 167.22 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $367k | 625.00 | 586.79 | |
| Pfizer (PFE) | 0.2 | $359k | 12k | 28.94 | |
| Amazon (AMZN) | 0.2 | $349k | 1.9k | 186.33 | |
| Microstrategy Cl A New (MSTR) | 0.2 | $337k | 2.0k | 168.60 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.2 | $335k | 14k | 24.49 | |
| Meta Platforms Cl A (META) | 0.2 | $334k | 584.00 | 572.02 | |
| Enterprise Products Partners (EPD) | 0.2 | $333k | 11k | 29.11 | |
| Cisco Systems (CSCO) | 0.2 | $331k | 6.2k | 53.22 | |
| Chevron Corporation (CVX) | 0.1 | $299k | 2.0k | 147.31 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $287k | 492.00 | 584.13 | |
| UnitedHealth (UNH) | 0.1 | $285k | 487.00 | 584.12 | |
| Schwab Strategic Tr High Yield Bd Et (SCYB) | 0.1 | $267k | 5.0k | 53.51 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $255k | 517.00 | 493.91 | |
| McDonald's Corporation (MCD) | 0.1 | $249k | 819.00 | 304.36 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $244k | 530.00 | 460.26 | |
| Kinder Morgan (KMI) | 0.1 | $237k | 11k | 22.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $235k | 1.4k | 165.85 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $197k | 525.00 | 375.04 | |
| Tesla Motors (TSLA) | 0.1 | $196k | 748.00 | 261.63 | |
| Visa Com Cl A (V) | 0.1 | $193k | 700.00 | 275.11 | |
| Altria (MO) | 0.1 | $188k | 3.7k | 51.04 | |
| Coca-Cola Company (KO) | 0.1 | $173k | 2.4k | 71.86 | |
| Alcon Ord Shs (ALC) | 0.1 | $158k | 1.6k | 100.07 | |
| Eli Lilly & Co. (LLY) | 0.1 | $147k | 166.00 | 883.87 | |
| Applied Materials (AMAT) | 0.1 | $143k | 705.00 | 202.11 | |
| Bank of America Corporation (BAC) | 0.1 | $139k | 3.5k | 39.67 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $137k | 692.00 | 198.18 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $131k | 496.00 | 264.07 | |
| Servicenow (NOW) | 0.1 | $130k | 145.00 | 894.39 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $121k | 807.00 | 149.67 | |
| Honeywell International (HON) | 0.1 | $114k | 553.00 | 206.63 | |
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $114k | 1.5k | 77.92 | |
| Abbvie (ABBV) | 0.1 | $108k | 547.00 | 197.43 | |
| Air Products & Chemicals (APD) | 0.1 | $106k | 356.00 | 297.74 | |
| CSX Corporation (CSX) | 0.1 | $105k | 3.0k | 34.54 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $104k | 1.0k | 104.17 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $102k | 2.9k | 35.04 | |
| T Rowe Price Etf Price Div Grwt (TDVG) | 0.0 | $101k | 2.5k | 40.95 | |
| Blackrock Health Sciences Trust (BME) | 0.0 | $96k | 2.3k | 41.93 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $95k | 2.0k | 47.13 | |
| Moody's Corporation (MCO) | 0.0 | $95k | 200.00 | 474.59 | |
| Corning Incorporated (GLW) | 0.0 | $94k | 2.1k | 45.16 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $92k | 323.00 | 283.71 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $90k | 380.00 | 237.00 | |
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $90k | 1.8k | 51.26 | |
| Starbucks Corporation (SBUX) | 0.0 | $89k | 914.00 | 97.45 | |
| ConocoPhillips (COP) | 0.0 | $87k | 824.00 | 105.28 | |
| salesforce (CRM) | 0.0 | $85k | 311.00 | 273.71 | |
| Verizon Communications (VZ) | 0.0 | $85k | 1.9k | 44.90 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $84k | 1.1k | 75.13 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $80k | 552.00 | 145.60 | |
| Chubb (CB) | 0.0 | $80k | 277.00 | 288.18 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $79k | 391.00 | 200.65 | |
| AFLAC Incorporated (AFL) | 0.0 | $77k | 689.00 | 111.76 | |
| Netflix (NFLX) | 0.0 | $77k | 108.00 | 709.27 | |
| At&t (T) | 0.0 | $76k | 3.4k | 22.00 | |
| Boeing Company (BA) | 0.0 | $76k | 497.00 | 152.19 | |
| RPM International (RPM) | 0.0 | $74k | 609.00 | 120.93 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $67k | 321.00 | 209.87 | |
| Deere & Company (DE) | 0.0 | $67k | 160.00 | 417.48 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $66k | 134.00 | 489.51 | |
| Intel Corporation (INTC) | 0.0 | $65k | 2.8k | 23.46 | |
| Home Depot (HD) | 0.0 | $64k | 158.00 | 404.66 | |
| Illinois Tool Works (ITW) | 0.0 | $64k | 243.00 | 262.07 | |
| Bristol Myers Squibb (BMY) | 0.0 | $61k | 1.2k | 51.73 | |
| Oracle Corporation (ORCL) | 0.0 | $60k | 353.00 | 170.38 | |
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $57k | 2.0k | 28.17 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $55k | 428.00 | 128.20 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $54k | 105.00 | 517.78 | |
| Philip Morris International (PM) | 0.0 | $53k | 437.00 | 121.37 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $53k | 250.00 | 211.83 | |
| Unilever Spon Adr New (UL) | 0.0 | $53k | 813.00 | 64.96 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $52k | 1.0k | 51.54 | |
| Hershey Company (HSY) | 0.0 | $52k | 271.00 | 191.56 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $50k | 206.00 | 243.06 | |
| Oneok (OKE) | 0.0 | $46k | 505.00 | 91.05 | |
| Cme (CME) | 0.0 | $45k | 204.00 | 220.34 | |
| American Tower Reit (AMT) | 0.0 | $44k | 190.00 | 232.56 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $43k | 206.00 | 206.63 | |
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $42k | 124.00 | 340.48 | |
| Ecolab (ECL) | 0.0 | $38k | 150.00 | 255.33 | |
| PPL Corporation (PPL) | 0.0 | $38k | 1.2k | 33.09 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $38k | 600.00 | 63.26 | |
| Southern Company (SO) | 0.0 | $38k | 420.00 | 90.09 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $38k | 511.00 | 73.68 | |
| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.0 | $36k | 1.7k | 21.75 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $36k | 114.00 | 314.39 | |
| Immunome (IMNM) | 0.0 | $35k | 2.4k | 14.62 | |
| Palo Alto Networks (PANW) | 0.0 | $34k | 100.00 | 341.80 | |
| Marriott Intl Cl A (MAR) | 0.0 | $34k | 137.00 | 248.16 | |
| Canadian Natl Ry (CNI) | 0.0 | $34k | 288.00 | 117.33 | |
| Eaton Corp SHS (ETN) | 0.0 | $34k | 101.00 | 331.44 | |
| Prudential Financial (PRU) | 0.0 | $32k | 267.00 | 121.10 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $32k | 3.9k | 8.25 | |
| Corteva (CTVA) | 0.0 | $32k | 543.00 | 58.84 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $31k | 164.00 | 189.80 | |
| Metropcs Communications (TMUS) | 0.0 | $31k | 149.00 | 206.36 | |
| Realty Income (O) | 0.0 | $31k | 482.00 | 63.43 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $30k | 53.00 | 573.75 | |
| Vanguard World Health Car Etf (VHT) | 0.0 | $28k | 100.00 | 282.20 | |
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.0 | $28k | 582.00 | 48.27 | |
| Crown Castle Intl (CCI) | 0.0 | $27k | 230.00 | 118.63 | |
| Compass Cl A (COMP) | 0.0 | $26k | 4.3k | 6.11 | |
| Exelixis (EXEL) | 0.0 | $26k | 1.0k | 25.95 | |
| Walt Disney Company (DIS) | 0.0 | $24k | 251.00 | 96.28 | |
| Ishares Tr Msci India Sm Cp (SMIN) | 0.0 | $24k | 279.00 | 85.90 | |
| Wells Fargo & Company (WFC) | 0.0 | $24k | 419.00 | 56.44 | |
| Consolidated Edison (ED) | 0.0 | $23k | 222.00 | 104.13 | |
| Calamos Global Total Return Com Sh Ben Int (CGO) | 0.0 | $22k | 1.9k | 11.86 | |
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $21k | 97.00 | 218.48 | |
| General Dynamics Corporation (GD) | 0.0 | $21k | 70.00 | 302.20 | |
| DTE Energy Company (DTE) | 0.0 | $21k | 164.00 | 128.41 | |
| Crossamerica Partners Ut Ltd Ptn Int (CAPL) | 0.0 | $21k | 1.0k | 20.73 | |
| Super Micro Computer | 0.0 | $21k | 50.00 | 416.40 | |
| Stryker Corporation (SYK) | 0.0 | $20k | 56.00 | 361.27 | |
| Garmin SHS (GRMN) | 0.0 | $19k | 109.00 | 175.47 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $19k | 67.00 | 282.46 | |
| CVS Caremark Corporation (CVS) | 0.0 | $19k | 300.00 | 62.88 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $19k | 150.00 | 125.40 | |
| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $18k | 287.00 | 63.75 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $18k | 104.00 | 173.92 | |
| Gilead Sciences (GILD) | 0.0 | $17k | 200.00 | 83.84 | |
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.0 | $17k | 824.00 | 20.04 | |
| Brookfield Renewable Corp Cl A Sub Vtg | 0.0 | $16k | 491.00 | 32.65 | |
| Amicus Therapeutics (FOLD) | 0.0 | $16k | 1.5k | 10.68 | |
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $16k | 831.00 | 19.01 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $16k | 119.00 | 132.25 | |
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $15k | 192.00 | 78.55 | |
| Vanguard World Financials Etf (VFH) | 0.0 | $15k | 137.00 | 109.91 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $15k | 67.00 | 220.90 | |
| Origin Materials (ORGN) | 0.0 | $14k | 9.0k | 1.54 | |
| Devon Energy Corporation (DVN) | 0.0 | $14k | 345.00 | 39.11 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $13k | 112.00 | 117.29 | |
| WESCO International (WCC) | 0.0 | $13k | 76.00 | 168.55 | |
| BP Sponsored Adr (BP) | 0.0 | $13k | 400.00 | 31.39 | |
| Apollo Global Mgmt (APO) | 0.0 | $13k | 100.00 | 124.91 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $12k | 159.00 | 78.03 | |
| Catalent | 0.0 | $12k | 200.00 | 60.57 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $12k | 204.00 | 58.90 | |
| Brookfield Infrastructure Com Sb Vtg Shs A | 0.0 | $12k | 275.00 | 43.44 | |
| Sprott Com New (SII) | 0.0 | $12k | 275.00 | 43.31 | |
| Ishares Tr Msci China Etf (MCHI) | 0.0 | $11k | 217.00 | 51.03 | |
| Essex Property Trust (ESS) | 0.0 | $11k | 37.00 | 295.43 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $11k | 134.00 | 78.21 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $10k | 60.00 | 174.08 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $10k | 21.00 | 491.29 | |
| Fresenius Medical Care Sponsored Adr (FMS) | 0.0 | $10k | 478.00 | 21.30 | |
| Sealed Air (SEE) | 0.0 | $9.9k | 273.00 | 36.30 | |
| Citigroup Com New (C) | 0.0 | $9.3k | 148.00 | 62.51 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $9.2k | 154.00 | 59.74 | |
| Nutrien (NTR) | 0.0 | $9.0k | 187.00 | 48.06 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $8.6k | 26.00 | 329.08 | |
| Interpublic Group of Companies (IPG) | 0.0 | $8.5k | 269.00 | 31.66 | |
| Moderna (MRNA) | 0.0 | $8.5k | 127.00 | 66.83 | |
| M/I Homes (MHO) | 0.0 | $8.2k | 48.00 | 171.35 | |
| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.0 | $8.2k | 103.00 | 79.30 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $7.9k | 130.00 | 60.44 | |
| Applied Industrial Technologies (AIT) | 0.0 | $7.8k | 35.00 | 223.14 | |
| SYSCO Corporation (SYY) | 0.0 | $7.8k | 100.00 | 78.06 | |
| Dominion Resources (D) | 0.0 | $7.8k | 135.00 | 57.80 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $7.8k | 24.00 | 324.08 | |
| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.0 | $7.5k | 100.00 | 74.67 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $7.1k | 132.00 | 53.72 | |
| Shell Spon Ads (SHEL) | 0.0 | $6.9k | 104.00 | 65.97 | |
| Pacer Fds Tr Pacer Us Small (CALF) | 0.0 | $6.6k | 142.00 | 46.52 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $6.4k | 82.00 | 78.66 | |
| Hp (HPQ) | 0.0 | $6.4k | 179.00 | 35.96 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $6.0k | 50.00 | 119.60 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $6.0k | 100.00 | 59.51 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $5.7k | 139.00 | 41.19 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $5.6k | 500.00 | 11.22 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $5.5k | 167.00 | 33.23 | |
| Target Corporation (TGT) | 0.0 | $5.3k | 34.00 | 155.85 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $5.1k | 125.00 | 41.16 | |
| KB Home (KBH) | 0.0 | $5.1k | 60.00 | 85.68 | |
| Halozyme Therapeutics (HALO) | 0.0 | $5.0k | 88.00 | 57.24 | |
| Zoetis Cl A (ZTS) | 0.0 | $4.9k | 25.00 | 195.40 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $4.8k | 210.00 | 22.98 | |
| Msc Indl Direct Cl A (MSM) | 0.0 | $4.8k | 56.00 | 85.45 | |
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $4.7k | 98.00 | 47.53 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $4.5k | 150.00 | 30.29 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $4.2k | 33.00 | 126.82 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $4.2k | 100.00 | 41.77 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $4.2k | 85.00 | 48.98 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $4.0k | 110.00 | 36.13 | |
| NiSource (NI) | 0.0 | $3.9k | 113.00 | 34.67 | |
| Comfort Systems USA (FIX) | 0.0 | $3.9k | 10.00 | 390.40 | |
| FirstEnergy (FE) | 0.0 | $3.8k | 86.00 | 44.56 | |
| Organon & Co Common Stock (OGN) | 0.0 | $3.8k | 200.00 | 19.13 | |
| Capital One Financial (COF) | 0.0 | $3.7k | 25.00 | 149.72 | |
| Viatris (VTRS) | 0.0 | $3.7k | 322.00 | 11.62 | |
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $3.6k | 201.00 | 17.96 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $3.6k | 95.00 | 37.39 | |
| Fortis (FTS) | 0.0 | $3.5k | 77.00 | 45.44 | |
| American Electric Power Company (AEP) | 0.0 | $3.5k | 34.00 | 102.82 | |
| United Parcel Service CL B (UPS) | 0.0 | $3.4k | 25.00 | 136.36 | |
| Plug Power Com New (PLUG) | 0.0 | $3.4k | 1.5k | 2.26 | |
| Under Armour CL C (UA) | 0.0 | $3.3k | 390.00 | 8.36 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $3.1k | 19.00 | 163.42 | |
| Century Communities (CCS) | 0.0 | $3.1k | 30.00 | 102.97 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $3.1k | 33.00 | 93.18 | |
| Cigna Corp (CI) | 0.0 | $3.0k | 9.00 | 328.33 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $2.8k | 10.00 | 280.50 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $2.8k | 18.00 | 153.72 | |
| Dollar General (DG) | 0.0 | $2.7k | 32.00 | 84.56 | |
| Kraft Heinz (KHC) | 0.0 | $2.6k | 75.00 | 35.15 | |
| Pinterest Cl A (PINS) | 0.0 | $2.6k | 80.00 | 32.38 | |
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.0 | $2.4k | 44.00 | 53.73 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $2.3k | 24.00 | 94.00 | |
| Aprea Therapeutics Com New (APRE) | 0.0 | $2.2k | 806.00 | 2.75 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $2.2k | 25.00 | 87.80 | |
| Dex (DXCM) | 0.0 | $2.1k | 32.00 | 67.03 | |
| Vyne Therapeutics (VYNE) | 0.0 | $2.0k | 1.0k | 1.88 | |
| Mercury General Corporation (MCY) | 0.0 | $1.9k | 30.00 | 62.97 | |
| Progyny (PGNY) | 0.0 | $1.7k | 100.00 | 16.76 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $1.3k | 25.00 | 50.32 | |
| Karyopharm Therapeutics | 0.0 | $1.2k | 1.5k | 0.83 | |
| BRC Com Cl A (BRCC) | 0.0 | $1.2k | 350.00 | 3.42 | |
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $1.2k | 16.00 | 73.94 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $1.2k | 5.00 | 230.60 | |
| Sprott Fds Tr Uranium Miners E (URNM) | 0.0 | $1.1k | 25.00 | 45.44 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $1.1k | 16.00 | 69.62 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.0k | 16.00 | 63.94 | |
| Jd.com Spon Ads Cl A (JD) | 0.0 | $1.0k | 25.00 | 40.00 | |
| Lemonade (LMND) | 0.0 | $988.998000 | 60.00 | 16.48 | |
| Twilio Cl A (TWLO) | 0.0 | $978.000000 | 15.00 | 65.20 | |
| Fiverr Intl Ord Shs (FVRR) | 0.0 | $828.000000 | 32.00 | 25.88 | |
| Cronos Group (CRON) | 0.0 | $722.997000 | 330.00 | 2.19 | |
| Uipath Cl A (PATH) | 0.0 | $640.000000 | 50.00 | 12.80 | |
| Docusign (DOCU) | 0.0 | $621.000000 | 10.00 | 62.10 | |
| OraSure Technologies (OSUR) | 0.0 | $534.000000 | 125.00 | 4.27 | |
| Evgo Cl A Com (EVGO) | 0.0 | $414.000000 | 100.00 | 4.14 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $372.000000 | 10.00 | 37.20 | |
| Bandwidth Com Cl A (BAND) | 0.0 | $332.999700 | 19.00 | 17.53 | |
| Denison Mines Corp (DNN) | 0.0 | $277.992800 | 152.00 | 1.83 | |
| Origin Materials W Exp 06/25/202 (ORGNW) | 0.0 | $240.000000 | 2.0k | 0.12 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $191.998400 | 44.00 | 4.36 | |
| Tilray (TLRY) | 0.0 | $158.004000 | 90.00 | 1.76 | |
| Rumble Com Cl A (RUM) | 0.0 | $122.999400 | 23.00 | 5.35 | |
| Energy Fuels Com New (UUUU) | 0.0 | $104.000300 | 19.00 | 5.47 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $87.000000 | 2.00 | 43.50 | |
| Canopy Growth Corp Com New (CGC) | 0.0 | $72.000000 | 15.00 | 4.80 | |
| Skillz Com Cl A (SKLZ) | 0.0 | $38.999800 | 7.00 | 5.57 | |
| Vuzix Corp Com New (VUZI) | 0.0 | $12.000000 | 10.00 | 1.20 | |
| Blackberry (BB) | 0.0 | $10.000000 | 4.00 | 2.50 | |
| Nikola Corp Com New (NKLAQ) | 0.0 | $5.000000 | 1.00 | 5.00 |