Meridian Wealth Management

Meridian Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Meridian Wealth Management

Meridian Wealth Management holds 752 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 5.2 $150M 802k 186.50
Apple (AAPL) 4.0 $117M 429k 271.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.4 $100M 163k 614.31
Amazon (AMZN) 3.1 $89M 384k 230.82
Microsoft Corporation (MSFT) 2.9 $83M 171k 483.62
Exxon Mobil Corporation (XOM) 2.8 $81M 677k 120.34
Ishares Tr Core S&p500 Etf (IVV) 2.6 $74M 46k 1620.00
Alphabet Cap Stk Cl A (GOOGL) 2.3 $66M 211k 313.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $65M 95k 681.92
JPMorgan Chase & Co. (JPM) 2.2 $64M 197k 322.22
Broadcom (AVGO) 1.6 $46M 133k 346.10
Meta Platforms Cl A (META) 1.4 $41M 63k 660.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $36M 72k 502.65
Vanguard Index Fds Growth Etf (VUG) 1.1 $32M 67k 487.86
Tesla Motors (TSLA) 1.1 $32M 72k 449.72
Alphabet Cap Stk Cl C (GOOG) 1.1 $32M 101k 313.80
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.0 $29M 247k 119.32
Spdr Gold Tr Gold Shs (GLD) 1.0 $29M 73k 396.31
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $28M 854k 32.62
Vanguard Index Fds Value Etf (VTV) 0.9 $25M 130k 190.99
Palantir Technologies Cl A (PLTR) 0.8 $24M 134k 177.75
Robinhood Mkts Com Cl A (HOOD) 0.8 $24M 208k 113.10
Shopify Cl A Sub Vtg Shs (SHOP) 0.8 $22M 137k 160.97
Alps Etf Tr Smith Core Plus (SMTH) 0.7 $22M 832k 26.07
Caterpillar (CAT) 0.7 $21M 36k 572.87
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $20M 272k 74.07
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $20M 66k 303.89
Intuitive Surgical Com New (ISRG) 0.7 $19M 34k 566.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $19M 30k 627.14
Aercap Holdings Nv SHS (AER) 0.6 $19M 129k 143.76
Wal-Mart Stores (WMT) 0.6 $18M 165k 111.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $18M 55k 335.27
Boeing Company (BA) 0.6 $17M 12k 1418.00
Abbvie (ABBV) 0.6 $17M 75k 228.49
Costco Wholesale Corporation (COST) 0.5 $16M 18k 862.36
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $16M 74k 211.79
International Business Machines (IBM) 0.5 $16M 53k 296.24
Spdr Series Trust State Street Spd (SPYM) 0.5 $15M 187k 80.22
Eli Lilly & Co. (LLY) 0.5 $15M 14k 1074.71
Spdr Series Trust State Street Spd (SPYV) 0.5 $14M 253k 56.81
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $14M 212k 66.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $14M 577k 24.04
Advanced Micro Devices (AMD) 0.5 $13M 63k 214.16
Global X Fds Adaptive Us (AUSF) 0.5 $13M 290k 46.37
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.5 $13M 384k 34.26
Ishares Tr Core Div Grwth (DGRO) 0.5 $13M 189k 69.42
Home Depot (HD) 0.4 $13M 37k 344.10
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $12M 467k 26.23
Ishares Tr Core Msci Eafe (IEFA) 0.4 $12M 136k 89.46
Chevron Corporation (CVX) 0.4 $12M 78k 152.41
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.4 $12M 164k 72.01
Oracle Corporation (ORCL) 0.4 $12M 61k 194.91
Ishares Silver Tr Ishares (SLV) 0.4 $12M 182k 64.42
Kla Corp Com New (KLAC) 0.4 $12M 9.6k 1215.11
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $11M 133k 85.77
Johnson & Johnson (JNJ) 0.4 $11M 53k 206.95
Visa Com Cl A (V) 0.4 $11M 31k 350.71
Raytheon Technologies Corp (RTX) 0.4 $10M 56k 183.41
Spdr Series Trust State Street Spd (SPYG) 0.3 $10M 95k 106.70
Mastercard Incorporated Cl A (MA) 0.3 $9.8M 17k 570.89
Stock Yards Ban (SYBT) 0.3 $9.7M 150k 64.95
Ishares Tr Trust Ishare 0-1 (SHV) 0.3 $9.5M 86k 110.15
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) 0.3 $9.2M 187k 49.48
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $9.1M 30k 301.15
Reddit Cl A (RDDT) 0.3 $9.0M 39k 229.87
Ishares Tr Expnd Tec Sc Etf (IGM) 0.3 $8.3M 64k 129.16
Procter & Gamble Company (PG) 0.3 $8.2M 57k 143.31
Netflix (NFLX) 0.3 $8.1M 87k 93.76
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $8.1M 161k 50.46
Pepsi (PEP) 0.3 $8.1M 56k 143.52
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $8.0M 95k 83.75
Ge Aerospace Com New (GE) 0.3 $7.8M 25k 308.03
Merck & Co (MRK) 0.3 $7.7M 73k 105.26
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.3 $7.6M 137k 55.57
Crowdstrike Hldgs Cl A (CRWD) 0.3 $7.6M 16k 468.75
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $7.4M 92k 79.73
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.3 $7.3M 295k 24.90
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $7.2M 241k 30.07
Spdr Series Trust State Street Spd (BIL) 0.2 $7.2M 79k 91.38
Simplify Exchange Traded Fun High Yield Etf (CDX) 0.2 $7.1M 319k 22.27
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $7.0M 32k 219.78
Union Pacific Corporation (UNP) 0.2 $6.8M 30k 231.32
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $6.7M 56k 120.21
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $6.7M 147k 45.45
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $6.6M 232k 28.48
Palo Alto Networks (PANW) 0.2 $6.5M 36k 184.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $6.3M 100k 62.48
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.2 $6.2M 136k 45.69
Deere & Company (DE) 0.2 $6.2M 13k 465.56
Arista Networks Com Shs (ANET) 0.2 $6.2M 47k 131.03
salesforce (CRM) 0.2 $6.1M 23k 264.91
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $6.1M 13k 480.55
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.2 $5.9M 47k 127.11
Main Street Capital Corporation (MAIN) 0.2 $5.9M 98k 60.39
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $5.8M 240k 24.33
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $5.8M 21k 279.23
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $5.8M 23k 252.92
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $5.6M 107k 52.88
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.2 $5.5M 324k 17.01
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $5.5M 40k 136.94
Kinder Morgan (KMI) 0.2 $5.5M 199k 27.49
Vanguard Index Fds Small Cp Etf (VB) 0.2 $5.5M 22k 249.61
Asml Holding N V N Y Registry Shs (ASML) 0.2 $5.3M 4.9k 1069.80
UnitedHealth (UNH) 0.2 $5.3M 16k 330.11
Ishares Tr Msci Eafe Etf (EFA) 0.2 $5.2M 55k 96.03
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $5.2M 32k 161.63
Gilead Sciences (GILD) 0.2 $5.1M 42k 122.74
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $5.1M 172k 29.61
D.R. Horton (DHI) 0.2 $4.9M 34k 144.03
Kayne Anderson MLP Investment (KYN) 0.2 $4.9M 393k 12.38
Northrop Grumman Corporation (NOC) 0.2 $4.8M 8.5k 570.24
Amgen (AMGN) 0.2 $4.7M 15k 327.30
Southern Company (SO) 0.2 $4.7M 54k 87.20
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $4.7M 123k 38.32
Emerson Electric (EMR) 0.2 $4.6M 35k 132.72
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $4.6M 32k 143.52
Ge Vernova (GEV) 0.2 $4.5M 6.9k 653.53
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $4.4M 29k 154.80
FirstEnergy (FE) 0.2 $4.4M 97k 44.77
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $4.4M 84k 51.60
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $4.3M 45k 96.16
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $4.3M 12k 360.13
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.1 $4.3M 134k 32.05
Ishares Tr U.s. Tech Etf (IYW) 0.1 $4.3M 21k 199.68
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $4.3M 85k 50.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $4.2M 8.9k 473.36
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.1 $4.2M 114k 36.82
Ishares Tr Russell 2000 Etf (IWM) 0.1 $4.2M 17k 246.16
Ares Capital Corporation (ARCC) 0.1 $4.2M 208k 20.23
Morgan Stanley Com New (MS) 0.1 $4.2M 24k 177.53
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $4.2M 46k 90.40
Lamar Advertising Cl A (LAMR) 0.1 $4.1M 33k 126.58
Ishares Tr S&p 100 Etf (OEF) 0.1 $4.1M 12k 342.97
Ing Groep Sponsored Adr (ING) 0.1 $4.1M 148k 28.00
Wisdomtree Tr India Erngs Fd (EPI) 0.1 $4.1M 89k 46.29
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $4.1M 152k 26.91
O'reilly Automotive (ORLY) 0.1 $4.1M 45k 91.21
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $4.1M 103k 39.59
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $4.1M 18k 224.67
Axsome Therapeutics (AXSM) 0.1 $4.0M 22k 182.64
Nextera Energy Unit 06/01/2027 (NEE.PS) 0.1 $3.9M 76k 51.77
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.1 $3.9M 58k 66.22
Cloudflare Cl A Com (NET) 0.1 $3.9M 20k 197.15
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $3.8M 61k 62.92
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $3.8M 48k 78.81
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $3.7M 67k 54.71
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.1 $3.7M 57k 64.39
S&p Global (SPGI) 0.1 $3.6M 7.0k 522.59
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $3.6M 81k 44.71
Iren Ordinary Shares (IREN) 0.1 $3.6M 95k 37.77
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $3.6M 80k 44.47
Fiserv (FI) 0.1 $3.6M 53k 67.17
Bank of America Corporation (BAC) 0.1 $3.6M 65k 55.00
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $3.5M 41k 87.16
Sofi Technologies (SOFI) 0.1 $3.5M 132k 26.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $3.5M 126k 27.43
Thomson Reuters Corp. (TRI) 0.1 $3.4M 26k 131.89
Spdr Series Trust State Street Spd (DGT) 0.1 $3.4M 20k 166.70
Citigroup Com New (C) 0.1 $3.4M 29k 116.69
Digital Realty Trust (DLR) 0.1 $3.3M 22k 154.71
Roper Industries (ROP) 0.1 $3.3M 7.4k 445.15
Amphenol Corp Cl A (APH) 0.1 $3.3M 24k 135.14
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $3.3M 11k 290.21
Waters Corporation (WAT) 0.1 $3.3M 8.6k 379.83
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $3.3M 120k 27.21
Bondbloxx Etf Trust Bloomberg Three (XTRE) 0.1 $3.2M 64k 49.76
Tidal Trust I Fundstrat Granny (GRNY) 0.1 $3.2M 128k 24.76
Bondbloxx Etf Trust Bloomberg Seven (XSVN) 0.1 $3.2M 66k 48.04
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $3.2M 43k 73.56
Coca-Cola Company (KO) 0.1 $3.1M 45k 69.91
Equitable Holdings (EQH) 0.1 $3.1M 65k 47.65
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $3.0M 64k 47.79
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $2.9M 37k 80.63
Booking Holdings (BKNG) 0.1 $2.9M 545.00 5357.03
Public Service Enterprise (PEG) 0.1 $2.9M 36k 80.30
Alps Etf Tr Sectr Div Dogs (SDOG) 0.1 $2.9M 48k 60.47
Paychex (PAYX) 0.1 $2.9M 26k 112.18
Lowe's Companies (LOW) 0.1 $2.9M 12k 241.15
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $2.9M 4.8k 603.23
Applied Materials (AMAT) 0.1 $2.9M 11k 257.00
Spdr Series Trust State Street Spd (XME) 0.1 $2.8M 28k 103.61
Bristol Myers Squibb (BMY) 0.1 $2.8M 52k 53.95
Vanguard World Extended Dur (EDV) 0.1 $2.8M 42k 65.01
Lam Research Corp Com New (LRCX) 0.1 $2.7M 16k 171.18
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $2.7M 63k 43.64
Qxo Com New (QXO) 0.1 $2.7M 139k 19.29
Marvell Technology (MRVL) 0.1 $2.7M 31k 84.98
Servicenow (NOW) 0.1 $2.6M 17k 153.19
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.1 $2.6M 99k 26.52
Select Sector Spdr Tr State Street Con (XLY) 0.1 $2.6M 22k 119.41
TJX Companies (TJX) 0.1 $2.6M 17k 153.61
Ishares Tr Global 100 Etf (IOO) 0.1 $2.6M 20k 126.67
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.6M 27k 96.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.6M 13k 191.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $2.6M 48k 53.76
Fidelity National Financial Com Shs (FNF) 0.1 $2.5M 46k 54.59
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $2.5M 62k 40.23
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $2.5M 25k 100.38
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $2.5M 17k 143.97
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.4M 25k 99.88
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $2.4M 45k 54.82
Philip Morris International (PM) 0.1 $2.4M 15k 160.40
Applovin Corp Com Cl A (APP) 0.1 $2.4M 3.6k 673.73
Darden Restaurants (DRI) 0.1 $2.4M 13k 184.02
American Express Company (AXP) 0.1 $2.4M 6.4k 369.97
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $2.4M 12k 198.62
Vanguard World Inf Tech Etf (VGT) 0.1 $2.4M 3.1k 753.88
Novo-nordisk A S Adr (NVO) 0.1 $2.4M 46k 50.88
Etf Ser Solutions Aptus Collrd Inv (ACIO) 0.1 $2.3M 54k 43.70
McDonald's Corporation (MCD) 0.1 $2.3M 7.7k 305.64
Progressive Corporation (PGR) 0.1 $2.3M 10k 227.72
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $2.3M 17k 132.37
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $2.3M 16k 138.46
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.1 $2.3M 45k 50.23
Verizon Communications (VZ) 0.1 $2.2M 55k 40.72
Goldman Sachs (GS) 0.1 $2.2M 2.5k 878.85
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $2.2M 14k 156.63
Cadence Design Systems (CDNS) 0.1 $2.1M 6.8k 312.59
Innodata Com New (INOD) 0.1 $2.1M 42k 50.95
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $2.1M 20k 106.70
Citizens Financial (CFG) 0.1 $2.1M 36k 58.41
Lockheed Martin Corporation (LMT) 0.1 $2.1M 4.3k 483.67
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $2.1M 12k 177.43
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $2.0M 59k 34.65
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $2.0M 87k 23.40
Qualcomm (QCOM) 0.1 $2.0M 12k 171.22
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $2.0M 48k 42.69
Eaton Corp SHS (ETN) 0.1 $2.0M 6.4k 318.53
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $2.0M 91k 22.07
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $2.0M 86k 23.02
Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $2.0M 34k 57.92
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $2.0M 22k 90.00
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $2.0M 7.0k 276.94
Micron Technology (MU) 0.1 $1.9M 6.8k 285.40
Cisco Systems (CSCO) 0.1 $1.9M 25k 77.03
Ishares Tr Europe Etf (IEV) 0.1 $1.9M 28k 68.60
Ishares Msci Emrg Chn (EMXC) 0.1 $1.9M 26k 72.68
Duke Energy Corp Com New (DUK) 0.1 $1.9M 16k 117.21
Riot Blockchain (RIOT) 0.1 $1.9M 148k 12.67
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) 0.1 $1.8M 33k 55.77
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $1.8M 26k 70.41
Pfizer (PFE) 0.1 $1.8M 74k 24.90
At&t (T) 0.1 $1.8M 74k 24.84
Walt Disney Company (DIS) 0.1 $1.8M 16k 113.77
Parker-Hannifin Corporation (PH) 0.1 $1.8M 2.1k 878.96
Abbott Laboratories (ABT) 0.1 $1.8M 14k 125.29
Ishares Tr Us Home Cons Etf (ITB) 0.1 $1.8M 19k 96.30
Waste Management (WM) 0.1 $1.8M 8.1k 219.70
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.8M 18k 96.88
Ishares Tr National Mun Etf (MUB) 0.1 $1.8M 17k 107.11
Capital Group Conservative E SHS (CGCV) 0.1 $1.8M 58k 30.49
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.7M 4.7k 373.45
Vanguard World Mega Grwth Ind (MGK) 0.1 $1.7M 4.2k 412.75
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.1 $1.7M 47k 36.86
Bank of New York Mellon Corporation (BK) 0.1 $1.7M 15k 116.09
Fastenal Company (FAST) 0.1 $1.7M 42k 40.13
Ishares Tr Global Tech Etf (IXN) 0.1 $1.7M 16k 105.00
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.6M 22k 75.44
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $1.6M 21k 76.23
Delta Air Lines Inc Del Com New (DAL) 0.1 $1.6M 23k 69.44
Spdr Series Trust State Street Spd (SPAB) 0.1 $1.6M 62k 25.75
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $1.6M 21k 75.77
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.6M 4.9k 322.98
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.6M 8.7k 181.21
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $1.6M 20k 77.74
Select Sector Spdr Tr State Street Con (XLP) 0.1 $1.6M 20k 77.68
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $1.6M 23k 68.36
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $1.5M 35k 44.41
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $1.5M 68k 22.64
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $1.5M 28k 54.84
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $1.5M 72k 21.15
Ishares Tr Select Divid Etf (DVY) 0.1 $1.5M 11k 141.14
Tractor Supply Company (TSCO) 0.1 $1.5M 30k 50.01
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.5M 26k 57.24
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.5M 4.7k 314.81
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $1.5M 10k 141.05
John Hancock Exchange Traded Preferred Income (JHPI) 0.1 $1.5M 64k 22.84
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.1 $1.5M 28k 52.80
Adobe Systems Incorporated (ADBE) 0.1 $1.5M 4.2k 349.97
Truist Financial Corp equities (TFC) 0.0 $1.4M 29k 49.21
PNC Financial Services (PNC) 0.0 $1.4M 6.9k 208.73
Vertiv Holdings Com Cl A (VRT) 0.0 $1.4M 8.9k 162.01
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.0 $1.4M 32k 44.50
Marriott Intl Cl A (MAR) 0.0 $1.4M 4.5k 310.23
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $1.4M 4.6k 302.14
Boston Scientific Corporation (BSX) 0.0 $1.4M 15k 95.35
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.0 $1.4M 53k 25.76
Astrazeneca Sponsored Adr 0.0 $1.4M 15k 91.93
First Tr Exchange-traded Structured Cr In (SCIO) 0.0 $1.3M 65k 20.80
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $1.3M 23k 58.73
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $1.3M 22k 60.17
Rocket Lab Corp (RKLB) 0.0 $1.3M 19k 69.76
Starbucks Corporation (SBUX) 0.0 $1.3M 16k 84.21
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $1.3M 21k 63.01
Kroger (KR) 0.0 $1.3M 21k 62.48
Immutep Sponsored Ads (IMMP) 0.0 $1.3M 454k 2.86
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.0 $1.3M 25k 52.87
McKesson Corporation (MCK) 0.0 $1.3M 1.6k 820.40
Vanguard World Energy Etf (VDE) 0.0 $1.3M 10k 125.92
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $1.3M 12k 104.07
Spdr Series Trust State Street Spd (SPYD) 0.0 $1.3M 30k 43.25
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $1.3M 89k 14.36
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $1.3M 15k 82.82
Wells Fargo & Company (WFC) 0.0 $1.3M 14k 93.20
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $1.2M 25k 49.65
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $1.2M 5.9k 210.38
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $1.2M 76k 16.49
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $1.2M 12k 101.98
United Parcel Service CL B (UPS) 0.0 $1.2M 13k 99.19
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $1.2M 26k 48.11
Nextera Energy (NEE) 0.0 $1.2M 15k 80.28
General Dynamics Corporation (GD) 0.0 $1.2M 3.7k 336.64
Public Storage (PSA) 0.0 $1.2M 4.8k 259.49
The Trade Desk Com Cl A (TTD) 0.0 $1.2M 33k 37.96
Fifth Third Ban (FITB) 0.0 $1.2M 26k 46.81
Etf Ser Solutions Aptus Defined (DRSK) 0.0 $1.2M 43k 28.47
Novartis Sponsored Adr (NVS) 0.0 $1.2M 8.8k 137.87
Goldman Sachs Bdc SHS (GSBD) 0.0 $1.2M 130k 9.28
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $1.2M 31k 38.11
Honeywell International (HON) 0.0 $1.2M 6.1k 195.09
Uber Technologies (UBER) 0.0 $1.2M 14k 81.71
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $1.2M 12k 100.26
Lululemon Athletica (LULU) 0.0 $1.2M 5.6k 207.80
Royal Caribbean Cruises (RCL) 0.0 $1.2M 4.1k 278.95
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $1.1M 13k 85.37
Ishares Core Msci Emkt (IEMG) 0.0 $1.1M 17k 67.22
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.0 $1.1M 45k 25.18
Spdr Series Trust State Street Spd (SPSM) 0.0 $1.1M 24k 46.86
Twilio Cl A (TWLO) 0.0 $1.1M 7.8k 142.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $1.1M 7.5k 148.69
Linde SHS (LIN) 0.0 $1.1M 2.6k 426.34
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $1.1M 9.7k 113.92
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.0 $1.1M 72k 15.27
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $1.1M 11k 102.16
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $1.1M 15k 73.28
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $1.1M 12k 88.49
Dominion Resources (D) 0.0 $1.1M 18k 58.59
United Rentals (URI) 0.0 $1.1M 1.3k 809.05
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.0 $1.1M 13k 82.48
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.0 $1.1M 42k 24.87
Simpson Manufacturing (SSD) 0.0 $1.0M 6.5k 161.47
Cibc Cad (CM) 0.0 $1.0M 12k 90.61
Chubb (CB) 0.0 $1.0M 3.3k 312.12
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $1.0M 6.7k 155.12
3M Company (MMM) 0.0 $1.0M 6.4k 160.09
MercadoLibre (MELI) 0.0 $1.0M 507.00 2013.37
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $1.0M 33k 30.96
Nuvation Bio Com Cl A (NUVB) 0.0 $1.0M 114k 8.96
Cardinal Health (CAH) 0.0 $1.0M 4.8k 212.16
Enovix Corp (ENVX) 0.0 $1.0M 139k 7.31
Yum! Brands (YUM) 0.0 $1.0M 6.7k 151.28
Medtronic SHS (MDT) 0.0 $1.0M 11k 96.06
Global X Fds Defense Tech Etf (SHLD) 0.0 $1.0M 16k 64.79
Neos Etf Trust Nasdaq 100 High (QQQI) 0.0 $1.0M 19k 53.86
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $1.0M 4.8k 209.10
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.0 $1.0M 14k 69.52
Texas Instruments Incorporated (TXN) 0.0 $1.0M 5.8k 173.49
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $986k 13k 74.28
Texas Capital Funds Trust Govt Money Mkt (MMKT) 0.0 $949k 9.5k 100.22
Pure Storage Cl A (PSTG) 0.0 $945k 14k 67.01
Ford Motor Company (F) 0.0 $943k 72k 13.12
BP Sponsored Adr (BP) 0.0 $933k 27k 34.73
Ishares Gold Tr Ishares New (IAU) 0.0 $932k 12k 81.17
American Electric Power Company (AEP) 0.0 $930k 8.1k 115.31
Wheaton Precious Metals Corp (WPM) 0.0 $926k 7.9k 117.52
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.0 $922k 39k 23.67
Spdr Series Trust State Street Spd (JNK) 0.0 $921k 9.5k 97.21
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $909k 5.4k 167.94
Cbre Group Cl A (CBRE) 0.0 $898k 5.6k 160.79
Vanguard World Mega Cap Val Etf (MGV) 0.0 $896k 6.3k 141.17
Altria (MO) 0.0 $896k 16k 57.66
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.0 $895k 38k 23.64
Ishares Tr Core Msci Total (IXUS) 0.0 $884k 10k 84.64
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $878k 11k 77.88
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $875k 5.9k 148.98
Select Sector Spdr Tr State Street Mat (XLB) 0.0 $868k 19k 45.38
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) 0.0 $867k 21k 42.03
Sap Se Spon Adr (SAP) 0.0 $854k 3.5k 242.91
Cigna Corp (CI) 0.0 $846k 3.1k 275.23
Casey's General Stores (CASY) 0.0 $840k 1.5k 552.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $837k 6.8k 123.26
Shell Spon Ads (SHEL) 0.0 $835k 11k 73.48
Spdr Series Trust State Street Spd (FLRN) 0.0 $825k 27k 30.73
Ecolab (ECL) 0.0 $823k 3.1k 262.54
PPG Industries (PPG) 0.0 $810k 7.9k 102.46
Spdr Series Trust State Street Spd (XAR) 0.0 $801k 3.3k 241.24
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $799k 41k 19.57
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $798k 6.2k 128.83
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $798k 19k 41.36
Blackrock (BLK) 0.0 $787k 735.00 1070.85
Ishares Tr U.s. Finls Etf (IYF) 0.0 $786k 6.1k 128.92
W.W. Grainger (GWW) 0.0 $777k 770.00 1009.31
Capital Group International SHS (CGIC) 0.0 $775k 24k 32.50
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $774k 16k 49.46
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.0 $771k 28k 27.38
Vanguard World Utilities Etf (VPU) 0.0 $769k 4.2k 185.04
Snowflake Com Shs (SNOW) 0.0 $767k 3.5k 219.33
CVS Caremark Corporation (CVS) 0.0 $762k 9.6k 79.36
Marathon Petroleum Corp (MPC) 0.0 $762k 4.7k 162.64
Intuit (INTU) 0.0 $756k 1.1k 662.33
Ishares Tr Ishares Biotech (IBB) 0.0 $755k 4.5k 168.76
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $755k 1.00 754800.00
Zimmer Holdings (ZBH) 0.0 $752k 8.4k 89.92
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $739k 13k 58.12
Ishares Tr Msci Usa Value (VLUE) 0.0 $738k 5.4k 136.72
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.0 $737k 6.4k 115.10
Realty Income (O) 0.0 $732k 13k 56.37
Ishares Tr Us Industrials (IYJ) 0.0 $729k 4.9k 148.17
Paypal Holdings (PYPL) 0.0 $727k 12k 58.38
Thermo Fisher Scientific (TMO) 0.0 $724k 1.3k 579.37
Eos Energy Enterprises Com Cl A (EOSE) 0.0 $723k 63k 11.46
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $722k 3.5k 206.52
Newmont Mining Corporation (NEM) 0.0 $714k 7.2k 99.85
Pool Corporation (POOL) 0.0 $707k 3.1k 228.76
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.0 $706k 14k 50.46
Carvana Cl A (CVNA) 0.0 $706k 1.7k 422.05
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.0 $705k 35k 20.06
Axon Enterprise (AXON) 0.0 $704k 1.2k 568.05
Stryker Corporation (SYK) 0.0 $696k 2.0k 351.47
Illinois Tool Works (ITW) 0.0 $694k 2.8k 246.26
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $694k 7.7k 89.56
Humana (HUM) 0.0 $693k 2.7k 256.17
Automatic Data Processing (ADP) 0.0 $691k 2.7k 257.23
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $691k 7.7k 89.43
Harbor Etf Trust Harbor Commodity (HGER) 0.0 $686k 28k 24.82
Southern Copper Corporation (SCCO) 0.0 $686k 4.8k 143.46
Trane Technologies SHS (TT) 0.0 $685k 1.8k 389.27
Prologis (PLD) 0.0 $684k 5.4k 127.65
Ishares Gold Tr Shares Represent (IAUM) 0.0 $680k 16k 42.99
Mettler-Toledo International (MTD) 0.0 $680k 488.00 1394.19
Castellum Com New (CTM) 0.0 $673k 745k 0.90
Rigetti Computing Common Stock (RGTI) 0.0 $672k 30k 22.15
Vanguard World Health Car Etf (VHT) 0.0 $668k 2.3k 287.88
Spdr Series Trust State Street Spd (SDY) 0.0 $666k 4.8k 139.17
Colgate-Palmolive Company (CL) 0.0 $665k 8.4k 79.02
General Motors Company (GM) 0.0 $659k 8.1k 81.48
Norfolk Southern (NSC) 0.0 $657k 2.3k 288.77
Columbia Seligm Prem Tech Gr (STK) 0.0 $652k 18k 36.79
Charles Schwab Corporation (SCHW) 0.0 $652k 6.5k 99.92
Regions Financial Corporation (RF) 0.0 $649k 24k 27.10
Cintas Corporation (CTAS) 0.0 $649k 3.4k 188.09
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $648k 4.9k 131.59
Bloom Energy Corp Com Cl A (BE) 0.0 $643k 7.4k 86.89
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $643k 12k 52.72
Sempra Energy (SRE) 0.0 $640k 7.2k 88.29
Coreweave Com Cl A (CRWV) 0.0 $635k 8.9k 71.61
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.0 $631k 27k 23.50
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $630k 4.5k 141.15
Sonos (SONO) 0.0 $629k 36k 17.56
RBB Us Treas 3 Mnth (TBIL) 0.0 $625k 13k 49.88
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.0 $624k 27k 23.15
Intercontinental Exchange (ICE) 0.0 $622k 3.8k 161.96
Moody's Corporation (MCO) 0.0 $620k 1.2k 510.86
Nucor Corporation (NUE) 0.0 $620k 3.8k 163.11
AutoZone (AZO) 0.0 $619k 183.00 3384.83
M&T Bank Corporation (MTB) 0.0 $619k 3.1k 201.48
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $617k 7.7k 80.37
Garmin SHS (GRMN) 0.0 $616k 3.0k 202.83
DaVita (DVA) 0.0 $612k 5.4k 113.61
Spdr Series Trust State Street Spd (SPHY) 0.0 $610k 26k 23.67
First Tr Exchange Traded Consumr Staple (FXG) 0.0 $609k 10k 60.68
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $605k 6.5k 92.51
Vaneck Etf Trust Agribusiness Etf (MOO) 0.0 $604k 8.3k 72.79
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.0 $604k 27k 22.02
Listed Fds Tr Roundhill Magnif (MAGS) 0.0 $594k 9.0k 65.96
Quest Diagnostics Incorporated (DGX) 0.0 $582k 3.4k 173.53
Etf Ser Solutions Aptus Deferred I (DEFR) 0.0 $581k 22k 26.71
Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $580k 12k 49.19
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $578k 6.1k 94.16
Rockwell Automation (ROK) 0.0 $576k 1.5k 389.03
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $573k 5.0k 113.78
Constellation Energy (CEG) 0.0 $571k 1.6k 353.23
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $567k 11k 53.88
Us Bancorp Del Com New (USB) 0.0 $566k 11k 53.36
ConocoPhillips (COP) 0.0 $562k 6.0k 93.61
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $560k 8.3k 67.13
Soundhound Ai Class A Com (SOUN) 0.0 $559k 56k 9.97
Vaneck Etf Trust Rare Earth And S (REMX) 0.0 $555k 7.5k 73.92
Cme (CME) 0.0 $555k 2.0k 273.10
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $553k 5.4k 102.54
Zscaler Incorporated (ZS) 0.0 $553k 2.5k 224.92
Monster Beverage Corp (MNST) 0.0 $552k 7.2k 76.67
AmerisourceBergen (COR) 0.0 $550k 1.6k 337.80
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.0 $549k 4.6k 120.19
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $547k 10k 53.06
Canadian Natl Ry (CNI) 0.0 $542k 5.5k 98.85
Enterprise Products Partners (EPD) 0.0 $535k 17k 32.06
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.0 $535k 5.3k 101.00
Emcor (EME) 0.0 $530k 867.00 611.80
Ishares Tr Us Aer Def Etf (ITA) 0.0 $528k 2.5k 214.65
Tyler Technologies (TYL) 0.0 $528k 1.2k 453.95
SLB Com Stk (SLB) 0.0 $526k 14k 38.38
Allstate Corporation (ALL) 0.0 $525k 2.5k 208.15
Flexshares Tr Us Quality Cap (QLC) 0.0 $525k 6.5k 80.99
Cheniere Energy Com New (LNG) 0.0 $523k 2.7k 194.39
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $515k 13k 38.73
Ishares Tr Russell 3000 Etf (IWV) 0.0 $512k 1.3k 386.89
Allspring Exchange Traded Fu Smid Core Etf (ASCE) 0.0 $505k 19k 26.83
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $500k 10k 49.99
Hawkins (HWKN) 0.0 $498k 3.5k 142.06
Enbridge (ENB) 0.0 $498k 10k 47.83
Oneok (OKE) 0.0 $495k 6.7k 73.50
Capital One Financial (COF) 0.0 $492k 2.0k 242.39
Innovator Etfs Trust Us Eqty Ultra B (UOCT) 0.0 $487k 13k 39.04
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.0 $486k 6.5k 74.88
ResMed (RMD) 0.0 $485k 2.0k 240.86
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.0 $483k 10k 48.17
Boulder Growth & Income Fund (STEW) 0.0 $479k 26k 18.54
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $477k 21k 23.23
Spdr Series Trust State Street Spd (MDYV) 0.0 $474k 5.6k 84.65
Intel Corporation (INTC) 0.0 $474k 13k 36.86
Blackstone Group Inc Com Cl A (BX) 0.0 $470k 3.1k 154.16
Cyberark Software SHS (CYBR) 0.0 $468k 1.1k 446.09
Vanguard Wellington Short Trm Tax Ex (VTES) 0.0 $467k 4.6k 101.58
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $467k 4.6k 102.39
Rollins (ROL) 0.0 $467k 7.8k 60.02
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $466k 14k 32.75
First Tr Exchange Traded Utilities Alph (FXU) 0.0 $464k 10k 45.01
Prudential Financial (PRU) 0.0 $463k 4.1k 112.89
Wisdomtree Tr Equity Premium (WTPI) 0.0 $456k 14k 33.02
Nio Spon Ads (NIO) 0.0 $453k 89k 5.10
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $449k 7.8k 57.46
Synopsys (SNPS) 0.0 $448k 954.00 469.93
Comcast Corp Cl A (CMCSA) 0.0 $448k 15k 29.89
First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $448k 7.5k 59.93
Ishares Tr Core High Dv Etf (HDV) 0.0 $447k 3.7k 121.61
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.0 $442k 17k 26.42
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $440k 7.1k 62.15
Ishares Tr Eafe Value Etf (EFV) 0.0 $439k 6.2k 71.41
Domino's Pizza (DPZ) 0.0 $439k 1.1k 416.82
Encompass Health Corp (EHC) 0.0 $435k 4.1k 106.14
Carlisle Companies (CSL) 0.0 $433k 1.4k 319.74
Mongodb Cl A (MDB) 0.0 $432k 1.0k 419.69
Cullen/Frost Bankers (CFR) 0.0 $432k 3.4k 126.62
Edwards Lifesciences (EW) 0.0 $427k 5.0k 85.24
Republic Bancorp Inc Ky Cl A (RBCAA) 0.0 $427k 6.2k 68.99
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $425k 19k 22.97
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $424k 6.1k 69.47
Fortinet (FTNT) 0.0 $423k 5.3k 79.41
Mondelez Intl Cl A (MDLZ) 0.0 $422k 7.8k 53.83
Mccormick & Co Com Non Vtg (MKC) 0.0 $421k 6.2k 68.11
CSX Corporation (CSX) 0.0 $420k 12k 36.25
Sherwin-Williams Company (SHW) 0.0 $419k 1.3k 323.97
Check Point Software Tech Lt Ord (CHKP) 0.0 $416k 2.2k 185.56
Canadian Pacific Kansas City (CP) 0.0 $413k 5.6k 73.63
Msci (MSCI) 0.0 $411k 717.00 573.80
Flexshares Tr Qualt Divd Idx (QDF) 0.0 $410k 5.1k 80.81
Spdr Series Trust State Street Spd (SLYV) 0.0 $403k 4.4k 90.96
Diamedica Therapeutics Com New (DMAC) 0.0 $403k 51k 7.96
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.0 $400k 7.3k 54.83
L3harris Technologies (LHX) 0.0 $398k 1.4k 293.55
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $397k 13k 31.21
Select Sector Spdr Tr State Street Com (XLC) 0.0 $397k 3.4k 117.71
Starwood Property Trust (STWD) 0.0 $394k 22k 18.01
Packaging Corporation of America (PKG) 0.0 $392k 1.9k 206.23
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.0 $391k 8.0k 48.99
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $385k 1.4k 269.18
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.0 $384k 3.2k 121.28
Halliburton Company (HAL) 0.0 $380k 14k 28.26
Ishares Tr Us Trsprtion (IYT) 0.0 $380k 5.1k 74.51
National Grid Sponsored Adr Ne (NGG) 0.0 $379k 4.9k 77.35
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.0 $378k 14k 28.06
Descartes Sys Grp (DSGX) 0.0 $378k 4.3k 87.66
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $376k 5.8k 65.10
Churchill Downs (CHDN) 0.0 $376k 3.3k 113.78
Globalfoundries Ordinary Shares (GFS) 0.0 $375k 11k 34.92
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $374k 18k 20.39
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $367k 810.00 453.36
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $367k 7.0k 52.53
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $367k 7.3k 50.58
Iqvia Holdings (IQV) 0.0 $367k 1.6k 225.41
Spdr Series Trust State Street Spd (KRE) 0.0 $366k 5.6k 64.80
Arm Holdings Sponsored Ads (ARM) 0.0 $365k 3.3k 109.31
Ishares Tr U.s. Energy Etf (IYE) 0.0 $365k 7.7k 47.53
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $363k 2.5k 146.58
Cenovus Energy (CVE) 0.0 $362k 21k 16.92
Woodward Governor Company (WWD) 0.0 $362k 1.2k 302.32
Direxion Shs Etf Tr Daily Robotics (UBOT) 0.0 $361k 14k 25.58
Ishares Tr Msci Intl Moment (IMTM) 0.0 $358k 7.5k 47.97
Teradyne (TER) 0.0 $357k 1.8k 193.56
Unilever Spon Adr New (UL) 0.0 $356k 5.4k 65.40
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.0 $354k 3.9k 91.87
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $354k 7.6k 46.54
Sanofi Sa Sponsored Adr (SNY) 0.0 $353k 7.3k 48.46
Hims & Hers Health Com Cl A (HIMS) 0.0 $352k 11k 32.47
Carrier Global Corporation (CARR) 0.0 $346k 6.5k 52.84
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.0 $344k 6.5k 52.77
Vanguard World Financials Etf (VFH) 0.0 $343k 2.6k 133.47
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.0 $342k 7.5k 45.54
First Tr Exchange Traded Indls Prod Dur (FXR) 0.0 $340k 4.3k 79.87
Cabot Oil & Gas Corporation (CTRA) 0.0 $335k 13k 26.32
Ball Corporation (BALL) 0.0 $333k 6.3k 52.97
Williams Companies (WMB) 0.0 $333k 5.5k 60.11
Ishares Msci Eurzone Etf (EZU) 0.0 $331k 5.2k 64.10
Qnity Electronics Common Stock (Q) 0.0 $326k 4.0k 81.65
Dupont De Nemours (DD) 0.0 $325k 8.1k 40.20
Galaxy Digital Cl A (GLXY) 0.0 $323k 15k 22.36
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $323k 3.2k 99.53
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $321k 11k 29.55
Corning Incorporated (GLW) 0.0 $321k 3.7k 87.56
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $321k 1.3k 250.31
Spdr Series Trust State Street Spd (BILS) 0.0 $320k 3.2k 99.21
Sterling Construction Company (STRL) 0.0 $319k 1.0k 306.23
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $318k 9.7k 32.80
Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $317k 13k 24.23
Simon Property (SPG) 0.0 $313k 1.7k 185.49
Select Sector Spdr Tr State Street Rea (XLRE) 0.0 $312k 7.7k 40.35
WD-40 Company (WDFC) 0.0 $311k 1.6k 196.90
GSK Sponsored Adr (GSK) 0.0 $310k 6.3k 49.04
Esquire Financial Holdings (ESQ) 0.0 $306k 3.0k 102.07
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $305k 6.5k 47.02
Global X Fds Global X Copper (COPX) 0.0 $302k 4.2k 71.79
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $301k 4.5k 67.43
Hldgs (UAL) 0.0 $300k 2.7k 111.82
Ishares Msci Mexico Etf (EWW) 0.0 $297k 4.3k 69.33
Copart (CPRT) 0.0 $295k 7.5k 39.15
Ishares Msci Brazil Etf (EWZ) 0.0 $294k 9.2k 31.77
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $293k 6.1k 48.32
Johnson Ctls Intl SHS (JCI) 0.0 $293k 2.4k 119.77
Ast Spacemobile Com Cl A (ASTS) 0.0 $290k 4.0k 72.63
Nuveen Cr Strategies Income Com Shs (JQC) 0.0 $290k 58k 5.02
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $287k 16k 17.67
Ishares Tr Conv Bd Etf (ICVT) 0.0 $286k 2.9k 98.50
Church & Dwight (CHD) 0.0 $286k 3.4k 83.84
Insmed Com Par $.01 (INSM) 0.0 $285k 1.6k 174.04
Spdr Series Trust State Street Spd (SLYG) 0.0 $285k 3.0k 94.18
Pulte (PHM) 0.0 $285k 2.4k 117.25
Global X Fds Msci Vietnam Etf (VNAM) 0.0 $285k 11k 25.15
Nike CL B (NKE) 0.0 $283k 4.4k 63.71
Travelers Companies (TRV) 0.0 $283k 975.00 290.04
Proshares Tr Ii Ultra Gold (UGL) 0.0 $279k 5.0k 55.52
Liquidia Corporation Com New (LQDA) 0.0 $276k 8.0k 34.49
Phillips 66 (PSX) 0.0 $275k 2.1k 129.06
Direxion Shs Etf Tr Dly Fin Bull New (FAS) 0.0 $274k 1.6k 168.33
Clorox Company (CLX) 0.0 $273k 2.7k 100.83
MPLX Com Unit Rep Ltd (MPLX) 0.0 $273k 5.1k 53.38
Blackrock Etf Trust Ishares Us Carbo (LCTU) 0.0 $273k 3.7k 74.09
Wynn Resorts (WYNN) 0.0 $272k 2.3k 120.33
Ishares Tr North Amern Nat (IGE) 0.0 $271k 5.4k 50.20
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.0 $270k 9.6k 28.06
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $268k 9.1k 29.36
Republic Services (RSG) 0.0 $265k 1.3k 211.94
Otis Worldwide Corp (OTIS) 0.0 $264k 3.0k 87.35
Dollar General (DG) 0.0 $263k 2.0k 132.76
Fidelity Covington Trust Msci Energy Idx (FENY) 0.0 $263k 11k 24.77
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $263k 5.0k 52.95
Occidental Petroleum Corporation (OXY) 0.0 $263k 6.4k 41.12
Fs Kkr Capital Corp (FSK) 0.0 $262k 18k 14.81
Toyota Motor Corp Ads (TM) 0.0 $262k 1.2k 214.06
Proshares Tr Nasdaq 100 High (IQQQ) 0.0 $262k 5.9k 44.48
Spdr Series Trust State Street Spd (SPTM) 0.0 $262k 3.2k 82.50
Draftkings Com Cl A (DKNG) 0.0 $262k 7.6k 34.46
Neos Etf Trust Nasdaq 100 Hdgd (QQQH) 0.0 $262k 4.8k 54.30
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $261k 11k 23.19
Ishares Tr Ibonds Dec 28 (IBMQ) 0.0 $260k 10k 25.57
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $259k 11k 23.37
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $258k 5.1k 50.86
InterDigital (IDCC) 0.0 $258k 809.00 318.38
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $257k 5.1k 50.45
Spdr Series Trust State Street Spd (XHB) 0.0 $256k 2.5k 102.96
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.0 $256k 10k 24.73
Corteva (CTVA) 0.0 $255k 3.8k 67.04
Wp Carey (WPC) 0.0 $254k 3.9k 64.36
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.0 $253k 5.0k 50.41
Spdr Series Trust State Street Spd (SPMD) 0.0 $253k 4.4k 57.91
Spdr Series Trust State Street Spd (SJNK) 0.0 $252k 10k 25.32
Western Alliance Bancorporation (WAL) 0.0 $250k 3.0k 84.07
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.0 $250k 5.6k 44.91
Chipotle Mexican Grill (CMG) 0.0 $247k 6.7k 37.00
Equifax (EFX) 0.0 $246k 1.1k 217.00
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.0 $243k 5.5k 44.34
Spdr Series Trust State Street Spd (CWB) 0.0 $242k 2.7k 89.21
Vaneck Etf Trust Long Muni Etf (MLN) 0.0 $242k 14k 17.53
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT) 0.0 $242k 9.8k 24.61
Spotify Technology S A SHS (SPOT) 0.0 $241k 415.00 580.71
Lauder Estee Cos Cl A (EL) 0.0 $240k 2.3k 104.73
Exelon Corporation (EXC) 0.0 $240k 5.5k 43.59
Ssga Active Etf Tr State Street Bla (SRLN) 0.0 $239k 5.8k 41.27
Valero Energy Corporation (VLO) 0.0 $238k 1.5k 162.76
Target Corporation (TGT) 0.0 $236k 2.4k 97.48
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $236k 4.2k 56.69
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $236k 5.1k 45.89
Accenture Plc Ireland Shs Class A (ACN) 0.0 $235k 874.00 268.43
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $232k 6.3k 36.83
Clean Harbors (CLH) 0.0 $230k 981.00 234.48
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.0 $230k 3.7k 62.14
Calamos Conv & High Income F Com Shs (CHY) 0.0 $228k 20k 11.31
Fidelity Covington Trust Msci Matls Index (FMAT) 0.0 $227k 4.3k 53.11
Lemonade (LMND) 0.0 $226k 3.2k 71.18
Albemarle Corporation (ALB) 0.0 $226k 1.6k 141.45
Warner Bros Discovery Com Ser A (WBD) 0.0 $224k 7.8k 28.82
Old Dominion Freight Line (ODFL) 0.0 $224k 1.4k 156.80
Kimberly-Clark Corporation (KMB) 0.0 $223k 2.2k 100.90
Ishares Tr Tips Bd Etf (TIP) 0.0 $223k 2.0k 109.91
Proshares Tr Ii Ultra Silver New (AGQ) 0.0 $222k 1.4k 155.12
Omega Healthcare Investors (OHI) 0.0 $221k 5.0k 44.34
Baidu Spon Adr Rep A (BIDU) 0.0 $220k 1.7k 130.66
American Water Works (AWK) 0.0 $220k 1.7k 130.53
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $219k 11k 20.89
T Rowe Price Etf Cap Appreciation (TCAF) 0.0 $219k 5.7k 38.22
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $218k 8.9k 24.37
Dell Technologies CL C (DELL) 0.0 $217k 1.7k 125.87
Jabil Circuit (JBL) 0.0 $217k 951.00 228.02
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.0 $216k 4.6k 47.57
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $216k 3.0k 71.46
Vistra Energy (VST) 0.0 $215k 1.3k 161.33
Dow (DOW) 0.0 $215k 9.2k 23.38
FedEx Corporation (FDX) 0.0 $213k 737.00 289.03
Amplify Etf Tr Blackswan Grwt (SWAN) 0.0 $213k 6.5k 32.47
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $213k 4.5k 46.81
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $212k 2.6k 82.01
Jackson Financial Com Cl A (JXN) 0.0 $211k 2.0k 106.65
Cummins (CMI) 0.0 $210k 411.00 510.42
Coeur Mng Com New (CDE) 0.0 $209k 12k 17.83
Power Solutions Intl Com New (PSIX) 0.0 $209k 3.7k 57.14
Prudential Adr (PUK) 0.0 $207k 6.7k 31.12
Proshares Tr Pshs Ultruss2000 (UWM) 0.0 $206k 4.4k 47.02
Textron (TXT) 0.0 $206k 2.4k 87.17
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.0 $206k 1.0k 205.60
American Tower Reit (AMT) 0.0 $204k 1.2k 175.64
Transmedics Group (TMDX) 0.0 $204k 1.7k 121.65
Smucker J M Com New (SJM) 0.0 $204k 2.1k 97.82
Icahn Enterprises Depositary Unit (IEP) 0.0 $204k 27k 7.55
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PSL) 0.0 $203k 2.0k 100.43
Enova Intl (ENVA) 0.0 $203k 1.3k 157.20
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $201k 1.9k 108.35
Global X Fds Global X Uranium (URA) 0.0 $201k 4.7k 42.73
Targa Res Corp (TRGP) 0.0 $201k 1.1k 184.50
Triplepoint Venture Gr Bdc cs (TPVG) 0.0 $196k 30k 6.54
Sibanye Stillwater Sponsored Adr (SBSW) 0.0 $178k 13k 14.25
Cornerstone Strategic Value (CLM) 0.0 $163k 20k 8.36
Velo3d Com New (VELO) 0.0 $156k 11k 13.74
Neumora Therapeutics (NMRA) 0.0 $155k 86k 1.79
DNP Select Income Fund (DNP) 0.0 $140k 14k 9.99
Blackrock Muniyield Quality Fund (MQY) 0.0 $135k 12k 11.30
Tidal Trust Ii Yieldmax Univers (YMAX) 0.0 $129k 13k 9.98
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.0 $108k 10k 10.70
Ondas Hldgs Com New (ONDS) 0.0 $104k 11k 9.76
Sealsq Corp Ord Shs (LAES) 0.0 $100k 27k 3.78
Marathon Digital Holdings In (MARA) 0.0 $99k 11k 8.98
Cleancore Solutions Class B Com Shs (ZONE) 0.0 $92k 355k 0.26
Putnam Managed Municipal Income Trust (PMM) 0.0 $90k 14k 6.27
Energy Vault Holdings (NRGV) 0.0 $81k 18k 4.61
Amc Entmt Hldgs Cl A New (AMC) 0.0 $77k 49k 1.56
Gabelli Equity Trust (GAB) 0.0 $76k 12k 6.17
Liberty All Star Equity Sh Ben Int (USA) 0.0 $68k 11k 6.28
Trx Gold Corporation (TRX) 0.0 $51k 55k 0.92
Nvidia Corporation Call 0.0 $50k 20.00 2480.00
Western Asst High Incm Opprtnty Fnd (HIO) 0.0 $42k 11k 3.71
Goodrx Hldgs Com Cl A (GDRX) 0.0 $29k 11k 2.71
Blink Charging (BLNK) 0.0 $26k 40k 0.67
Bristol-myers Squibb Put 0.0 $2.9k 85.00 34.59