Moody Lynn & Lieberson as of June 30, 2025
Portfolio Holdings for Moody Lynn & Lieberson
Moody Lynn & Lieberson holds 258 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 6.5 | $114M | 412k | 275.65 | |
| NVIDIA Corporation (NVDA) | 5.9 | $103M | 652k | 157.99 | |
| Microsoft Corporation (MSFT) | 5.6 | $96M | 193k | 497.41 | |
| Alphabet Inc Class A cs (GOOGL) | 3.9 | $67M | 381k | 176.23 | |
| Eli Lilly & Co. (LLY) | 3.7 | $64M | 82k | 779.53 | |
| Spdr Gold Shares Etf (GLD) | 3.4 | $60M | 196k | 304.83 | |
| JPMorgan Chase & Co. (JPM) | 3.3 | $58M | 199k | 289.91 | |
| Amazon (AMZN) | 3.2 | $55M | 251k | 219.39 | |
| Apple (AAPL) | 3.1 | $53M | 258k | 205.17 | |
| Berkshire Hathaway (BRK.B) | 3.0 | $51M | 106k | 485.77 | |
| Netflix (NFLX) | 2.8 | $48M | 36k | 1339.13 | |
| MasterCard Incorporated (MA) | 2.6 | $45M | 80k | 561.94 | |
| Waste Management (WM) | 2.5 | $43M | 189k | 228.82 | |
| Blackstone Group Inc Com Cl A (BX) | 2.4 | $42M | 279k | 149.58 | |
| Abbott Laboratories (ABT) | 2.1 | $36M | 268k | 136.01 | |
| Morgan Stanley (MS) | 2.1 | $36M | 253k | 140.86 | |
| Stryker Corporation (SYK) | 2.0 | $35M | 88k | 395.63 | |
| Servicenow (NOW) | 2.0 | $34M | 33k | 1028.08 | |
| Abbvie (ABBV) | 1.8 | $32M | 172k | 185.62 | |
| Linde (LIN) | 1.8 | $31M | 66k | 469.18 | |
| Eaton (ETN) | 1.8 | $31M | 85k | 356.99 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.5 | $26M | 58k | 445.20 | |
| Home Depot (HD) | 1.4 | $25M | 68k | 366.64 | |
| Ge Vernova (GEV) | 1.1 | $19M | 37k | 529.15 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $16M | 40k | 405.46 | |
| Johnson & Johnson (JNJ) | 0.9 | $16M | 102k | 152.75 | |
| Hitachi (HTHIY) | 0.9 | $15M | 514k | 29.06 | |
| Intercontinental Exchange (ICE) | 0.8 | $14M | 78k | 183.47 | |
| Northrop Grumman Corporation (NOC) | 0.8 | $14M | 28k | 499.98 | |
| Southern Company (SO) | 0.8 | $14M | 155k | 91.83 | |
| Visa (V) | 0.8 | $14M | 39k | 355.05 | |
| Coca-Cola Company (KO) | 0.8 | $13M | 188k | 70.75 | |
| Spdr S&p 500 Etf Etf (SPY) | 0.7 | $13M | 21k | 617.85 | |
| Wells Fargo & Company (WFC) | 0.7 | $12M | 148k | 80.12 | |
| Hubspot (HUBS) | 0.7 | $12M | 21k | 556.63 | |
| McDonald's Corporation (MCD) | 0.6 | $11M | 37k | 292.17 | |
| Ferguson (FERG) | 0.6 | $10M | 48k | 217.75 | |
| Chevron Corporation (CVX) | 0.5 | $9.5M | 66k | 143.19 | |
| General Electric (GE) | 0.5 | $9.0M | 35k | 257.39 | |
| Alphabet Inc Class C cs (GOOG) | 0.5 | $8.6M | 48k | 177.39 | |
| Palo Alto Networks (PANW) | 0.5 | $8.2M | 40k | 204.64 | |
| Procter & Gamble Company (PG) | 0.5 | $7.9M | 50k | 159.32 | |
| Oracle Corporation (ORCL) | 0.4 | $7.5M | 34k | 218.63 | |
| Gilead Sciences (GILD) | 0.4 | $7.3M | 66k | 110.87 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $7.0M | 48k | 146.02 | |
| Pepsi (PEP) | 0.4 | $7.0M | 53k | 132.04 | |
| Sherwin-Williams Company (SHW) | 0.4 | $7.0M | 20k | 343.36 | |
| Arista Networks (ANET) | 0.4 | $6.7M | 65k | 102.31 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $6.4M | 31k | 207.62 | |
| Axon Enterprise (AXON) | 0.3 | $6.0M | 7.2k | 827.94 | |
| Sap (SAP) | 0.3 | $5.8M | 19k | 304.10 | |
| Automatic Data Processing (ADP) | 0.3 | $5.7M | 19k | 308.40 | |
| Goldman Sachs (GS) | 0.3 | $5.7M | 8.0k | 707.75 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.3 | $5.5M | 105k | 52.06 | |
| Vanguard Total Stock Market In Etf (VTI) | 0.3 | $5.4M | 18k | 303.93 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $5.2M | 49k | 107.80 | |
| American Express Company (AXP) | 0.3 | $5.2M | 16k | 318.98 | |
| Spotify Technology Sa (SPOT) | 0.3 | $5.2M | 6.8k | 767.34 | |
| Mondelez Int (MDLZ) | 0.3 | $5.0M | 74k | 67.44 | |
| Square Inc cl a (XYZ) | 0.3 | $4.5M | 66k | 67.93 | |
| Cyberark Software (CYBR) | 0.3 | $4.5M | 11k | 406.88 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $4.3M | 8.4k | 509.31 | |
| International Business Machines (IBM) | 0.2 | $4.3M | 14k | 294.78 | |
| Extra Space Storage (EXR) | 0.2 | $4.2M | 28k | 147.44 | |
| Old Westbury Funds Inc Large C MF (OWLSX) | 0.2 | $4.1M | 191k | 21.45 | |
| L3harris Technologies (LHX) | 0.2 | $4.1M | 16k | 250.84 | |
| Intuitive Surgical (ISRG) | 0.2 | $4.1M | 7.5k | 543.41 | |
| Shopify Inc cl a (SHOP) | 0.2 | $3.9M | 34k | 115.35 | |
| IDEXX Laboratories (IDXX) | 0.2 | $3.9M | 7.2k | 536.34 | |
| Costco Wholesale Corporation (COST) | 0.2 | $3.8M | 3.9k | 989.94 | |
| Ishares Msci Eafe Etf Etf (EFA) | 0.2 | $3.7M | 42k | 89.39 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $3.7M | 85k | 43.35 | |
| Fortinet (FTNT) | 0.2 | $3.6M | 34k | 105.72 | |
| American Tower Reit (AMT) | 0.2 | $3.3M | 15k | 221.02 | |
| Church & Dwight (CHD) | 0.2 | $3.3M | 35k | 96.11 | |
| Amphenol Corporation (APH) | 0.2 | $3.3M | 33k | 98.75 | |
| Ishares Russell 1000 Growth Et Etf (IWF) | 0.2 | $3.3M | 7.7k | 424.58 | |
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.2 | $3.1M | 17k | 188.64 | |
| Merck & Co (MRK) | 0.2 | $3.0M | 38k | 79.16 | |
| Ishares Russell 2000 Growth Et Etf (IWO) | 0.2 | $2.9M | 10k | 285.86 | |
| Ishares Msci Japan Etf Etf (EWJ) | 0.2 | $2.9M | 39k | 74.97 | |
| Roblox Corp (RBLX) | 0.2 | $2.8M | 26k | 105.20 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $2.7M | 49k | 56.15 | |
| Accenture (ACN) | 0.2 | $2.7M | 9.0k | 298.89 | |
| Facebook Inc cl a (META) | 0.2 | $2.7M | 3.6k | 738.09 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $2.7M | 105k | 25.38 | |
| Vanguard Index Funds 500 Index MF (VFIAX) | 0.2 | $2.6M | 4.6k | 572.58 | |
| Cisco Systems (CSCO) | 0.1 | $2.6M | 37k | 69.38 | |
| Quanta Services (PWR) | 0.1 | $2.2M | 5.7k | 378.08 | |
| Sony Corporation (SONY) | 0.1 | $2.1M | 82k | 26.03 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $1.9M | 2.7k | 698.47 | |
| Republic Services (RSG) | 0.1 | $1.9M | 7.5k | 246.61 | |
| Illinois Tool Works (ITW) | 0.1 | $1.8M | 7.3k | 247.25 | |
| Honeywell International (HON) | 0.1 | $1.7M | 7.3k | 232.88 | |
| Invesco S&p 500 Equal Weight E Etf (RSP) | 0.1 | $1.7M | 9.3k | 181.74 | |
| W.W. Grainger (GWW) | 0.1 | $1.6M | 1.6k | 1040.24 | |
| Marriott International (MAR) | 0.1 | $1.6M | 6.0k | 273.21 | |
| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.1 | $1.5M | 2.7k | 566.48 | |
| Spdr Dow Jones Industrial Aver Etf (DIA) | 0.1 | $1.5M | 3.5k | 440.65 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.5M | 15k | 97.78 | |
| Iron Mountain (IRM) | 0.1 | $1.5M | 14k | 102.57 | |
| Performance Food (PFGC) | 0.1 | $1.4M | 16k | 87.47 | |
| HEICO Corporation (HEI) | 0.1 | $1.4M | 4.2k | 328.00 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.4M | 5.9k | 230.08 | |
| Blackrock (BLK) | 0.1 | $1.3M | 1.3k | 1049.25 | |
| Intuit (INTU) | 0.1 | $1.3M | 1.7k | 787.63 | |
| salesforce (CRM) | 0.1 | $1.3M | 4.6k | 272.69 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $1.3M | 5.2k | 242.85 | |
| Walt Disney Company (DIS) | 0.1 | $1.2M | 9.8k | 124.01 | |
| Bank of America Corporation (BAC) | 0.1 | $1.2M | 25k | 47.32 | |
| Trane Technologies (TT) | 0.1 | $1.2M | 2.7k | 437.41 | |
| Public Storage (PSA) | 0.1 | $1.2M | 4.0k | 293.42 | |
| Toast (TOST) | 0.1 | $1.2M | 26k | 44.29 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $1.1M | 12k | 99.02 | |
| Cabot Corporation (CBT) | 0.1 | $1.1M | 15k | 75.00 | |
| Crh (CRH) | 0.1 | $1.1M | 12k | 91.80 | |
| Principal Funds Inc Mid Cap Fu MF (PCBIX) | 0.1 | $1.1M | 24k | 47.14 | |
| Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $1.1M | 5.3k | 204.67 | |
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $1.1M | 9.7k | 110.10 | |
| TJX Companies (TJX) | 0.1 | $1.1M | 8.6k | 123.49 | |
| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $1.0M | 4.7k | 215.79 | |
| Yum! Brands (YUM) | 0.1 | $978k | 6.6k | 148.18 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $969k | 13k | 73.47 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $954k | 2.5k | 386.88 | |
| Curtiss-Wright (CW) | 0.1 | $940k | 1.9k | 488.55 | |
| Altria (MO) | 0.1 | $932k | 16k | 58.63 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $926k | 609.00 | 1520.64 | |
| Asml Holding (ASML) | 0.1 | $903k | 1.1k | 801.39 | |
| Mettler-Toledo International (MTD) | 0.1 | $885k | 753.00 | 1174.72 | |
| Ishares S&p Midcap Fund Etf (IJH) | 0.0 | $865k | 14k | 62.02 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $853k | 8.6k | 99.32 | |
| Health Care SPDR (XLV) | 0.0 | $836k | 6.2k | 134.79 | |
| UnitedHealth (UNH) | 0.0 | $818k | 2.6k | 311.97 | |
| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $813k | 1.4k | 568.03 | |
| Msci (MSCI) | 0.0 | $793k | 1.4k | 576.74 | |
| Amgen (AMGN) | 0.0 | $779k | 2.8k | 279.21 | |
| Fiserv (FI) | 0.0 | $763k | 4.4k | 172.41 | |
| Starbucks Corporation (SBUX) | 0.0 | $761k | 8.3k | 91.63 | |
| Old Westbury Funds Inc All Cap MF (OWACX) | 0.0 | $751k | 29k | 26.25 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $743k | 9.0k | 82.80 | |
| Vanguard Mid-cap Index Fund Etf (VO) | 0.0 | $740k | 2.6k | 279.87 | |
| Danaher Corporation (DHR) | 0.0 | $735k | 3.7k | 197.54 | |
| Ishares Russell Mid-cap Etf Etf (IWR) | 0.0 | $727k | 7.9k | 91.97 | |
| Nextera Energy (NEE) | 0.0 | $721k | 10k | 69.42 | |
| Pfizer (PFE) | 0.0 | $717k | 30k | 24.24 | |
| Nike (NKE) | 0.0 | $716k | 10k | 71.04 | |
| Delaware Equity Funds V Small MF (DCZRX) | 0.0 | $711k | 24k | 29.30 | |
| Eastern Bankshares (EBC) | 0.0 | $704k | 46k | 15.27 | |
| Commercial Metals Company (CMC) | 0.0 | $698k | 14k | 48.91 | |
| PNM Resources (TXNM) | 0.0 | $692k | 12k | 56.32 | |
| Williams Companies (WMB) | 0.0 | $691k | 11k | 62.81 | |
| Analog Devices (ADI) | 0.0 | $685k | 2.9k | 238.02 | |
| Ishares Biotechnology Fund Etf (IBB) | 0.0 | $684k | 5.4k | 126.51 | |
| Broadridge Financial Solutions (BR) | 0.0 | $681k | 2.8k | 243.03 | |
| Watsco, Incorporated (WSO) | 0.0 | $681k | 1.5k | 441.62 | |
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $680k | 6.3k | 107.83 | |
| Ishares S&p Small-cap Fund Etf (IJR) | 0.0 | $665k | 6.1k | 109.29 | |
| New Perspective Fund MF (ANWPX) | 0.0 | $657k | 9.4k | 69.78 | |
| Emerson Electric (EMR) | 0.0 | $629k | 4.7k | 133.33 | |
| Fidelity Asset Mgr MF (FSANX) | 0.0 | $620k | 37k | 16.69 | |
| Valero Energy Corporation (VLO) | 0.0 | $620k | 4.6k | 134.42 | |
| Travelers Companies (TRV) | 0.0 | $619k | 2.3k | 267.54 | |
| Cheniere Energy (LNG) | 0.0 | $593k | 2.4k | 243.52 | |
| Dover Corporation (DOV) | 0.0 | $576k | 3.1k | 183.23 | |
| Agnico (AEM) | 0.0 | $575k | 4.8k | 118.93 | |
| Hess (HES) | 0.0 | $571k | 4.1k | 138.54 | |
| Artisan Partners Funds Inc Int MF (APHKX) | 0.0 | $565k | 11k | 52.18 | |
| Ecolab (ECL) | 0.0 | $560k | 2.1k | 269.44 | |
| Oneok (OKE) | 0.0 | $557k | 6.8k | 81.63 | |
| Packaging Corporation of America (PKG) | 0.0 | $555k | 2.9k | 188.45 | |
| ConocoPhillips (COP) | 0.0 | $504k | 5.6k | 89.74 | |
| Enterprise Products Partners (EPD) | 0.0 | $502k | 16k | 31.01 | |
| Snap-on Incorporated (SNA) | 0.0 | $496k | 1.6k | 311.18 | |
| Copart (CPRT) | 0.0 | $494k | 10k | 49.07 | |
| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $478k | 3.6k | 132.81 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $473k | 1.0k | 463.14 | |
| Wec Energy Group (WEC) | 0.0 | $471k | 4.5k | 104.20 | |
| Bristol Myers Squibb (BMY) | 0.0 | $463k | 10k | 46.29 | |
| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $460k | 741.00 | 620.90 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $453k | 1.2k | 374.97 | |
| Vanguard Ftse Developed Market Etf (VEA) | 0.0 | $448k | 7.9k | 57.01 | |
| Blackstone Real Estate Income | 0.0 | $447k | 32k | 13.80 | |
| Lam Research (LRCX) | 0.0 | $431k | 4.4k | 97.34 | |
| Wisdomtree India Earnings Fund Etf (EPI) | 0.0 | $430k | 9.1k | 47.47 | |
| Fidelity National Information Services (FIS) | 0.0 | $418k | 5.1k | 81.41 | |
| Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $413k | 2.1k | 195.42 | |
| Waters Corporation (WAT) | 0.0 | $412k | 1.2k | 349.04 | |
| Allstate Corporation (ALL) | 0.0 | $408k | 2.0k | 201.31 | |
| Simon Property (SPG) | 0.0 | $406k | 2.5k | 160.76 | |
| H&R Block (HRB) | 0.0 | $393k | 7.2k | 54.89 | |
| Fidelity Contrafund New Insigh MF (FINSX) | 0.0 | $388k | 8.1k | 47.98 | |
| Old Westbury Funds Inc Sml Mid MF (OWSMX) | 0.0 | $387k | 22k | 17.65 | |
| Vanguard Ftse All-world Ex Us Etf (VEU) | 0.0 | $382k | 5.7k | 67.22 | |
| PNC Financial Services (PNC) | 0.0 | $371k | 2.0k | 186.42 | |
| O'reilly Automotive (ORLY) | 0.0 | $366k | 4.1k | 90.13 | |
| Invesco Qqq Trust Etf (QQQ) | 0.0 | $365k | 662.00 | 551.64 | |
| U.S. Bancorp (USB) | 0.0 | $357k | 7.9k | 45.25 | |
| Chubb (CB) | 0.0 | $356k | 1.2k | 289.72 | |
| Dutch Bros (BROS) | 0.0 | $354k | 5.2k | 68.37 | |
| Philip Morris International (PM) | 0.0 | $354k | 1.9k | 182.13 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $344k | 1.6k | 221.25 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $343k | 2.7k | 128.41 | |
| Verizon Communications (VZ) | 0.0 | $342k | 7.9k | 43.27 | |
| Fidelity Contrafund MF (FCNTX) | 0.0 | $342k | 15k | 23.33 | |
| Harbor Funds Cap Apprec Inst MF (HACAX) | 0.0 | $341k | 2.8k | 122.24 | |
| Vanguard Ftse Emerging Markets Etf (VWO) | 0.0 | $333k | 6.7k | 49.46 | |
| Motorola Solutions (MSI) | 0.0 | $333k | 792.00 | 420.46 | |
| Loews Corporation (L) | 0.0 | $328k | 3.6k | 91.66 | |
| NRG Energy (NRG) | 0.0 | $323k | 2.0k | 160.58 | |
| Dominion Resources (D) | 0.0 | $320k | 5.7k | 56.52 | |
| Fidelity Tr 500 Index Fund MF (FXAIX) | 0.0 | $319k | 1.5k | 216.06 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $316k | 5.1k | 61.85 | |
| Deere & Company (DE) | 0.0 | $312k | 613.00 | 508.49 | |
| Public Service Enterprise (PEG) | 0.0 | $303k | 3.6k | 84.18 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $299k | 3.8k | 78.03 | |
| Harris Assoc Inv Tr Oakmrk Slt MF (OANLX) | 0.0 | $297k | 3.6k | 82.50 | |
| Harding Loevner Funds Inc Intl MF (HLMIX) | 0.0 | $290k | 10k | 28.26 | |
| Howmet Aerospace (HWM) | 0.0 | $287k | 1.5k | 186.13 | |
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $281k | 1.4k | 194.23 | |
| Jacobs Engineering Group (J) | 0.0 | $279k | 2.1k | 131.45 | |
| Novartis (NVS) | 0.0 | $277k | 2.3k | 121.01 | |
| Norfolk Southern (NSC) | 0.0 | $272k | 1.1k | 255.97 | |
| Carrier Global Corporation (CARR) | 0.0 | $268k | 3.7k | 73.19 | |
| Lowe's Companies (LOW) | 0.0 | $265k | 1.2k | 221.87 | |
| Booking Holdings (BKNG) | 0.0 | $249k | 43.00 | 5789.23 | |
| Coca Cola European Partners (CCEP) | 0.0 | $248k | 2.7k | 92.72 | |
| Corning Incorporated (GLW) | 0.0 | $245k | 4.7k | 52.59 | |
| Airbus Se Un Adr (EADSY) | 0.0 | $239k | 4.6k | 52.36 | |
| Thomson Reuters Corp. (TRI) | 0.0 | $239k | 1.2k | 201.13 | |
| Hf Sinclair Corp (DINO) | 0.0 | $232k | 5.6k | 41.08 | |
| EQT Corporation (EQT) | 0.0 | $231k | 4.0k | 58.32 | |
| S&p Global (SPGI) | 0.0 | $230k | 436.00 | 527.29 | |
| Millrose Pptys Inc Com Cl A (MRP) | 0.0 | $230k | 8.1k | 28.51 | |
| Prologis (PLD) | 0.0 | $230k | 2.2k | 105.12 | |
| American Electric Power Company (AEP) | 0.0 | $228k | 2.2k | 103.76 | |
| MercadoLibre (MELI) | 0.0 | $227k | 87.00 | 2613.63 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $226k | 6.9k | 32.78 | |
| Ishares Msci Usa Min Vol Facto Etf (USMV) | 0.0 | $226k | 2.4k | 93.87 | |
| J.M. Smucker Company (SJM) | 0.0 | $226k | 2.3k | 98.20 | |
| Fidelity Nasdaq Composite Inde Etf (ONEQ) | 0.0 | $226k | 2.8k | 80.10 | |
| Xylem (XYL) | 0.0 | $224k | 1.7k | 129.36 | |
| Cadence Bank (CADE) | 0.0 | $222k | 6.9k | 31.98 | |
| Brown Advisory Funds Sustnble MF (BIAWX) | 0.0 | $221k | 3.9k | 56.74 | |
| Colgate-Palmolive Company (CL) | 0.0 | $219k | 2.4k | 90.90 | |
| Kkr & Co (KKR) | 0.0 | $214k | 1.6k | 133.03 | |
| Rollins (ROL) | 0.0 | $213k | 3.8k | 56.42 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $213k | 14k | 15.80 | |
| Intel Corporation (INTC) | 0.0 | $212k | 9.5k | 22.40 | |
| Moody's Corporation (MCO) | 0.0 | $206k | 410.00 | 501.59 | |
| Fidelity Msci Information Tech Etf (FTEC) | 0.0 | $203k | 1.0k | 197.22 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $202k | 4.1k | 49.24 | |
| Ishares Currency Hedged Msci E Etf (HEFA) | 0.0 | $201k | 5.3k | 37.96 | |
| Permian Resources Corp Class A (PR) | 0.0 | $201k | 15k | 13.62 | |
| Blackrock Funds Iv Systamt Mlt MF (BIMBX) | 0.0 | $188k | 18k | 10.46 | |
| Blackrock Mgd Fund Inst MF (BLDIX) | 0.0 | $106k | 11k | 9.63 | |
| Federated Hermes Equity Funds MF (KAUFX) | 0.0 | $104k | 17k | 6.04 | |
| Elicio Therapeutics (ELTX) | 0.0 | $77k | 10k | 7.72 | |
| Searchlight Minerals (SRCH) | 0.0 | $83.700000 | 27k | 0.00 |
