Moody Lynn & Lieberson as of Sept. 30, 2025
Portfolio Holdings for Moody Lynn & Lieberson
Moody Lynn & Lieberson holds 259 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 6.8 | $127M | 386k | 329.91 | |
| NVIDIA Corporation (NVDA) | 6.5 | $120M | 645k | 186.58 | |
| Microsoft Corporation (MSFT) | 5.4 | $100M | 194k | 517.95 | |
| Alphabet Inc Class A cs (GOOGL) | 5.2 | $98M | 401k | 243.10 | |
| Apple (AAPL) | 3.8 | $70M | 276k | 254.63 | |
| Spdr Gold Shares Etf (GLD) | 3.6 | $67M | 190k | 355.47 | |
| JPMorgan Chase & Co. (JPM) | 3.4 | $63M | 199k | 315.43 | |
| Eli Lilly & Co. (LLY) | 3.3 | $62M | 81k | 763.00 | |
| Amazon (AMZN) | 2.9 | $55M | 249k | 219.57 | |
| Blackstone Group Inc Com Cl A (BX) | 2.6 | $49M | 288k | 170.85 | |
| MasterCard Incorporated (MA) | 2.4 | $45M | 79k | 568.81 | |
| Berkshire Hathaway (BRK.B) | 2.4 | $45M | 89k | 502.74 | |
| Netflix (NFLX) | 2.3 | $43M | 36k | 1198.92 | |
| Abbvie (ABBV) | 2.3 | $43M | 184k | 231.54 | |
| Morgan Stanley (MS) | 2.2 | $42M | 262k | 158.96 | |
| Waste Management (WM) | 2.2 | $41M | 186k | 220.83 | |
| Abbott Laboratories (ABT) | 1.9 | $35M | 264k | 133.94 | |
| Stryker Corporation (SYK) | 1.8 | $33M | 90k | 369.67 | |
| Eaton (ETN) | 1.7 | $32M | 86k | 374.25 | |
| Linde (LIN) | 1.7 | $31M | 65k | 475.00 | |
| Home Depot (HD) | 1.5 | $28M | 69k | 405.19 | |
| Servicenow (NOW) | 1.5 | $28M | 30k | 920.28 | |
| Ge Vernova (GEV) | 1.2 | $23M | 37k | 614.90 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.2 | $22M | 57k | 391.64 | |
| Johnson & Johnson (JNJ) | 1.2 | $22M | 117k | 185.42 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $19M | 40k | 485.02 | |
| Northrop Grumman Corporation (NOC) | 0.9 | $18M | 29k | 609.32 | |
| Wells Fargo & Company (WFC) | 0.9 | $17M | 206k | 83.82 | |
| Chevron Corporation (CVX) | 0.9 | $17M | 110k | 155.29 | |
| Southern Company (SO) | 0.9 | $17M | 174k | 94.77 | |
| O'reilly Automotive (ORLY) | 0.8 | $14M | 131k | 107.81 | |
| Hitachi (HTHIY) | 0.7 | $14M | 530k | 26.30 | |
| Spdr S&p 500 Etf Etf (SPY) | 0.7 | $14M | 21k | 666.18 | |
| Intercontinental Exchange (ICE) | 0.7 | $13M | 78k | 168.48 | |
| Visa (V) | 0.7 | $13M | 38k | 341.38 | |
| Ferguson (FERG) | 0.7 | $13M | 57k | 224.58 | |
| Coca-Cola Company (KO) | 0.7 | $13M | 189k | 66.32 | |
| Alphabet Inc Class C cs (GOOG) | 0.6 | $12M | 48k | 243.55 | |
| McDonald's Corporation (MCD) | 0.6 | $11M | 37k | 303.89 | |
| General Electric (GE) | 0.6 | $11M | 35k | 300.82 | |
| Oracle Corporation (ORCL) | 0.5 | $9.6M | 34k | 281.24 | |
| Arista Networks (ANET) | 0.5 | $9.4M | 64k | 145.71 | |
| Pepsi (PEP) | 0.5 | $9.3M | 66k | 140.44 | |
| Builders FirstSource (BLDR) | 0.5 | $8.9M | 74k | 121.25 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $7.8M | 47k | 167.33 | |
| Gilead Sciences (GILD) | 0.4 | $7.4M | 67k | 111.00 | |
| Procter & Gamble Company (PG) | 0.4 | $7.3M | 48k | 153.65 | |
| Goldman Sachs (GS) | 0.3 | $6.3M | 7.9k | 796.35 | |
| Vanguard Total Stock Market In Etf (VTI) | 0.3 | $5.8M | 18k | 328.17 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $5.7M | 31k | 183.73 | |
| Spotify Technology Sa (SPOT) | 0.3 | $5.6M | 8.0k | 698.00 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $5.5M | 49k | 112.75 | |
| Automatic Data Processing (ADP) | 0.3 | $5.4M | 18k | 293.50 | |
| American Express Company (AXP) | 0.3 | $5.3M | 16k | 332.16 | |
| Financial Select Sector SPDR (XLF) | 0.3 | $5.2M | 96k | 53.87 | |
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.3 | $5.0M | 24k | 209.26 | |
| Shopify Inc cl a (SHOP) | 0.3 | $5.0M | 33k | 148.61 | |
| L3harris Technologies (LHX) | 0.3 | $4.9M | 16k | 305.41 | |
| Palo Alto Networks (PANW) | 0.3 | $4.9M | 24k | 203.62 | |
| Mondelez Int (MDLZ) | 0.3 | $4.7M | 75k | 62.47 | |
| IDEXX Laboratories (IDXX) | 0.3 | $4.7M | 7.3k | 638.89 | |
| Sherwin-Williams Company (SHW) | 0.2 | $4.3M | 12k | 346.26 | |
| Hubspot (HUBS) | 0.2 | $4.2M | 9.0k | 467.80 | |
| Amphenol Corporation (APH) | 0.2 | $4.2M | 34k | 123.75 | |
| Bwx Technologies (BWXT) | 0.2 | $4.0M | 22k | 184.37 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $4.0M | 8.1k | 490.38 | |
| Cyberark Software (CYBR) | 0.2 | $4.0M | 8.2k | 483.15 | |
| Extra Space Storage (EXR) | 0.2 | $3.8M | 27k | 140.94 | |
| Wal-Mart Stores (WMT) | 0.2 | $3.7M | 36k | 103.06 | |
| Vanguard Ftse Emerging Markets Etf (VWO) | 0.2 | $3.5M | 65k | 54.18 | |
| Intuitive Surgical (ISRG) | 0.2 | $3.3M | 7.5k | 447.23 | |
| Ishares Russell 2000 Growth Et Etf (IWO) | 0.2 | $3.3M | 10k | 320.04 | |
| Sony Corporation (SONY) | 0.2 | $3.2M | 110k | 28.79 | |
| Merck & Co (MRK) | 0.2 | $3.1M | 37k | 83.93 | |
| Ishares Russell 1000 Growth Et Etf (IWF) | 0.2 | $2.9M | 6.3k | 468.41 | |
| Vanguard Index Funds 500 Index MF (VFIAX) | 0.2 | $2.8M | 4.6k | 617.35 | |
| Facebook Inc cl a (META) | 0.1 | $2.7M | 3.7k | 734.38 | |
| Cisco Systems (CSCO) | 0.1 | $2.5M | 37k | 68.42 | |
| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $2.5M | 27k | 93.37 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $2.5M | 105k | 23.65 | |
| Novartis (NVS) | 0.1 | $2.4M | 19k | 128.24 | |
| Church & Dwight (CHD) | 0.1 | $2.4M | 28k | 87.63 | |
| Quanta Services (PWR) | 0.1 | $2.4M | 5.8k | 414.42 | |
| Axon Enterprise (AXON) | 0.1 | $2.2M | 3.0k | 717.64 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $2.1M | 2.8k | 758.15 | |
| AstraZeneca (AZN) | 0.1 | $1.9M | 25k | 76.72 | |
| Illinois Tool Works (ITW) | 0.1 | $1.9M | 7.3k | 260.76 | |
| Invesco S&p 500 Equal Weight E Etf (RSP) | 0.1 | $1.8M | 9.3k | 189.70 | |
| Republic Services (RSG) | 0.1 | $1.8M | 7.7k | 229.48 | |
| Accenture (ACN) | 0.1 | $1.7M | 7.1k | 246.60 | |
| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.1 | $1.6M | 2.7k | 596.03 | |
| Spdr Dow Jones Industrial Aver Etf (DIA) | 0.1 | $1.6M | 3.5k | 463.74 | |
| Crh (CRH) | 0.1 | $1.5M | 13k | 119.90 | |
| W.W. Grainger (GWW) | 0.1 | $1.5M | 1.6k | 952.96 | |
| Iron Mountain (IRM) | 0.1 | $1.5M | 15k | 101.94 | |
| Old Westbury Funds Inc Large C MF (OWLSX) | 0.1 | $1.4M | 62k | 22.82 | |
| HEICO Corporation (HEI) | 0.1 | $1.4M | 4.4k | 322.82 | |
| Blackrock (BLK) | 0.1 | $1.4M | 1.2k | 1165.87 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $1.4M | 5.3k | 258.36 | |
| Costco Wholesale Corporation (COST) | 0.1 | $1.3M | 1.5k | 925.63 | |
| Marriott International (MAR) | 0.1 | $1.3M | 5.0k | 260.44 | |
| Bank of America Corporation (BAC) | 0.1 | $1.3M | 24k | 51.59 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.2M | 5.2k | 236.37 | |
| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $1.2M | 5.1k | 241.96 | |
| Trane Technologies (TT) | 0.1 | $1.2M | 2.8k | 421.96 | |
| TJX Companies (TJX) | 0.1 | $1.2M | 8.1k | 144.54 | |
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $1.2M | 9.7k | 120.72 | |
| Public Storage (PSA) | 0.1 | $1.2M | 4.0k | 288.85 | |
| Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $1.1M | 5.3k | 215.79 | |
| Cabot Corporation (CBT) | 0.1 | $1.1M | 15k | 76.05 | |
| Principal Funds Inc Mid Cap Fu MF (PCBIX) | 0.1 | $1.1M | 24k | 47.22 | |
| Walt Disney Company (DIS) | 0.1 | $1.1M | 9.7k | 114.50 | |
| salesforce (CRM) | 0.1 | $1.1M | 4.6k | 237.00 | |
| Eastern Bankshares (EBC) | 0.1 | $1.1M | 60k | 18.15 | |
| Reddit (RDDT) | 0.1 | $1.1M | 4.7k | 229.99 | |
| Curtiss-Wright (CW) | 0.1 | $1.1M | 2.0k | 542.94 | |
| Altria (MO) | 0.1 | $1.0M | 16k | 66.06 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $1.0M | 14k | 76.62 | |
| Mettler-Toledo International (MTD) | 0.1 | $994k | 810.00 | 1227.61 | |
| Agnico (AEM) | 0.1 | $976k | 5.8k | 168.56 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $955k | 10k | 91.43 | |
| Honeywell International (HON) | 0.0 | $906k | 4.3k | 210.50 | |
| Packaging Corporation of America (PKG) | 0.0 | $901k | 4.1k | 217.93 | |
| Yum! Brands (YUM) | 0.0 | $901k | 5.9k | 152.00 | |
| Ishares S&p Midcap Fund Etf (IJH) | 0.0 | $898k | 14k | 65.26 | |
| UnitedHealth (UNH) | 0.0 | $877k | 2.5k | 345.30 | |
| Nike (NKE) | 0.0 | $872k | 13k | 69.73 | |
| Health Care SPDR (XLV) | 0.0 | $863k | 6.2k | 139.17 | |
| Commercial Metals Company (CMC) | 0.0 | $836k | 15k | 57.28 | |
| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $832k | 1.4k | 612.38 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $815k | 9.2k | 88.76 | |
| Valero Energy Corporation (VLO) | 0.0 | $801k | 4.7k | 170.26 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $797k | 605.00 | 1318.02 | |
| Msci (MSCI) | 0.0 | $797k | 1.4k | 567.41 | |
| Old Westbury Funds Inc All Cap MF (OWACX) | 0.0 | $786k | 29k | 27.47 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $780k | 5.4k | 144.37 | |
| Amgen (AMGN) | 0.0 | $777k | 2.8k | 282.20 | |
| American Tower Reit (AMT) | 0.0 | $776k | 4.0k | 192.32 | |
| Ishares Russell Mid-cap Etf Etf (IWR) | 0.0 | $763k | 7.9k | 96.55 | |
| Palantir Technologies (PLTR) | 0.0 | $761k | 4.2k | 182.42 | |
| Intuit (INTU) | 0.0 | $759k | 1.1k | 682.91 | |
| Delaware Equity Funds V Small MF (DCZRX) | 0.0 | $758k | 24k | 31.22 | |
| Williams Companies (WMB) | 0.0 | $713k | 11k | 63.35 | |
| Vanguard Mid-cap Index Fund Etf (VO) | 0.0 | $713k | 2.4k | 293.79 | |
| PNM Resources (TXNM) | 0.0 | $710k | 13k | 56.55 | |
| International Business Machines (IBM) | 0.0 | $710k | 2.5k | 282.16 | |
| Starbucks Corporation (SBUX) | 0.0 | $699k | 8.3k | 84.60 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $695k | 9.1k | 76.40 | |
| Ishares S&p Small-cap Fund Etf (IJR) | 0.0 | $693k | 5.8k | 118.83 | |
| New Perspective Fund MF (ANWPX) | 0.0 | $692k | 9.4k | 73.53 | |
| Broadridge Financial Solutions (BR) | 0.0 | $685k | 2.9k | 238.17 | |
| Pfizer (PFE) | 0.0 | $680k | 27k | 25.48 | |
| Fidelity Asset Mgr MF (FSANX) | 0.0 | $654k | 37k | 17.59 | |
| Fidelity Tr 500 Index Fund MF (FXAIX) | 0.0 | $645k | 2.8k | 232.97 | |
| Watsco, Incorporated (WSO) | 0.0 | $641k | 1.6k | 404.30 | |
| Performance Food (PFGC) | 0.0 | $626k | 6.0k | 104.04 | |
| Emerson Electric (EMR) | 0.0 | $609k | 4.6k | 131.18 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $603k | 1.7k | 352.75 | |
| Asml Holding (ASML) | 0.0 | $602k | 622.00 | 968.09 | |
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $600k | 6.4k | 93.25 | |
| Lam Research (LRCX) | 0.0 | $593k | 4.4k | 133.90 | |
| Artisan Partners Funds Inc Int MF (APHKX) | 0.0 | $592k | 11k | 54.71 | |
| Nextera Energy (NEE) | 0.0 | $581k | 7.7k | 75.49 | |
| Travelers Companies (TRV) | 0.0 | $576k | 2.1k | 279.22 | |
| Cheniere Energy (LNG) | 0.0 | $572k | 2.4k | 234.98 | |
| Snap-on Incorporated (SNA) | 0.0 | $568k | 1.6k | 346.53 | |
| Analog Devices (ADI) | 0.0 | $549k | 2.2k | 245.70 | |
| Dover Corporation (DOV) | 0.0 | $541k | 3.2k | 166.83 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $534k | 5.8k | 91.77 | |
| Enterprise Products Partners (EPD) | 0.0 | $524k | 17k | 31.27 | |
| Danaher Corporation (DHR) | 0.0 | $505k | 2.5k | 198.26 | |
| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $498k | 744.00 | 669.30 | |
| Pulte (PHM) | 0.0 | $490k | 3.7k | 132.13 | |
| Schwab Capital Trust S&p 500id MF (SWPPX) | 0.0 | $486k | 28k | 17.27 | |
| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $481k | 3.4k | 142.10 | |
| Simon Property (SPG) | 0.0 | $474k | 2.5k | 187.67 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $472k | 945.00 | 499.21 | |
| Vanguard Ftse Developed Market Etf (VEA) | 0.0 | $470k | 7.8k | 59.92 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $466k | 14k | 34.49 | |
| Wec Energy Group (WEC) | 0.0 | $462k | 4.0k | 114.59 | |
| Blackstone Real Estate Income | 0.0 | $448k | 32k | 13.83 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $441k | 2.9k | 150.86 | |
| Sap (SAP) | 0.0 | $439k | 1.6k | 267.21 | |
| Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $436k | 2.1k | 206.51 | |
| Corning Incorporated (GLW) | 0.0 | $431k | 5.3k | 82.03 | |
| ConocoPhillips (COP) | 0.0 | $421k | 4.5k | 94.59 | |
| Franklin Custodian Funds Growt MF (FKGRX) | 0.0 | $418k | 2.8k | 151.52 | |
| Allstate Corporation (ALL) | 0.0 | $415k | 1.9k | 214.65 | |
| Fidelity Contrafund New Insigh MF (FINSX) | 0.0 | $413k | 8.1k | 51.15 | |
| Vanguard Ftse All-world Ex Us Etf (VEU) | 0.0 | $407k | 5.7k | 71.37 | |
| Wisdomtree India Earnings Fund Etf (EPI) | 0.0 | $400k | 9.1k | 44.20 | |
| PNC Financial Services (PNC) | 0.0 | $400k | 2.0k | 200.93 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $399k | 1.2k | 332.69 | |
| Invesco Qqq Trust Etf (QQQ) | 0.0 | $397k | 662.00 | 600.37 | |
| Fiserv (FI) | 0.0 | $381k | 3.0k | 128.93 | |
| H&R Block (HRB) | 0.0 | $371k | 7.3k | 50.57 | |
| Loews Corporation (L) | 0.0 | $369k | 3.7k | 100.39 | |
| Fidelity Contrafund MF (FCNTX) | 0.0 | $363k | 15k | 24.76 | |
| Norfolk Southern (NSC) | 0.0 | $359k | 1.2k | 300.41 | |
| Harbor Funds Cap Apprec Inst MF (HACAX) | 0.0 | $359k | 2.8k | 128.49 | |
| Waters Corporation (WAT) | 0.0 | $355k | 1.2k | 299.81 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $350k | 5.1k | 68.58 | |
| Old Westbury Funds Inc Sml Mid MF (OWSMX) | 0.0 | $347k | 19k | 18.40 | |
| Chubb (CB) | 0.0 | $346k | 1.2k | 282.25 | |
| Dominion Resources (D) | 0.0 | $346k | 5.7k | 61.17 | |
| U.S. Bancorp (USB) | 0.0 | $344k | 7.1k | 48.33 | |
| Verizon Communications (VZ) | 0.0 | $338k | 7.7k | 43.95 | |
| NRG Energy (NRG) | 0.0 | $325k | 2.0k | 161.95 | |
| Ecolab (ECL) | 0.0 | $322k | 1.2k | 273.86 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $322k | 1.6k | 206.91 | |
| Jacobs Engineering Group (J) | 0.0 | $317k | 2.1k | 149.86 | |
| Intel Corporation (INTC) | 0.0 | $317k | 9.4k | 33.55 | |
| Philip Morris International (PM) | 0.0 | $312k | 1.9k | 162.20 | |
| Hf Sinclair Corp (DINO) | 0.0 | $310k | 5.9k | 52.34 | |
| Harding Loevner Funds Inc Intl MF (HLMIX) | 0.0 | $309k | 10k | 30.14 | |
| Harris Assoc Inv Tr Oakmrk Slt MF (OANLX) | 0.0 | $304k | 3.6k | 84.49 | |
| Howmet Aerospace (HWM) | 0.0 | $302k | 1.5k | 196.23 | |
| Public Service Enterprise (PEG) | 0.0 | $301k | 3.6k | 83.46 | |
| Copart (CPRT) | 0.0 | $297k | 6.6k | 44.97 | |
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $295k | 1.4k | 203.59 | |
| Draftkings (DKNG) | 0.0 | $283k | 7.6k | 37.40 | |
| Dutch Bros (BROS) | 0.0 | $282k | 5.4k | 52.34 | |
| Prologis (PLD) | 0.0 | $279k | 2.4k | 114.52 | |
| Deere & Company (DE) | 0.0 | $276k | 603.00 | 457.26 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $267k | 4.6k | 57.80 | |
| Airbus Se Un Adr (EADSY) | 0.0 | $266k | 4.6k | 58.22 | |
| Millrose Pptys Inc Com Cl A (MRP) | 0.0 | $266k | 7.9k | 33.61 | |
| Ftai Aviation (FTAI) | 0.0 | $264k | 1.6k | 166.86 | |
| Cadence Bank (CADE) | 0.0 | $260k | 6.9k | 37.54 | |
| Xylem (XYL) | 0.0 | $256k | 1.7k | 147.50 | |
| Fidelity Nasdaq Composite Inde Etf (ONEQ) | 0.0 | $251k | 2.8k | 89.13 | |
| J.M. Smucker Company (SJM) | 0.0 | $250k | 2.3k | 108.60 | |
| Harris Assoc Inv Tr Oakmark Ad MF (OAYMX) | 0.0 | $250k | 1.5k | 165.92 | |
| American Electric Power Company (AEP) | 0.0 | $248k | 2.2k | 112.50 | |
| EQT Corporation (EQT) | 0.0 | $245k | 4.5k | 54.43 | |
| Coca Cola European Partners (CCEP) | 0.0 | $242k | 2.7k | 90.41 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $238k | 6.9k | 34.42 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $235k | 3.5k | 67.07 | |
| Booking Holdings (BKNG) | 0.0 | $232k | 43.00 | 5399.28 | |
| Rollins (ROL) | 0.0 | $231k | 3.9k | 58.74 | |
| Tc Energy Corp (TRP) | 0.0 | $231k | 4.3k | 54.41 | |
| Fnf (FNF) | 0.0 | $231k | 3.8k | 60.49 | |
| Ishares Msci Usa Min Vol Facto Etf (USMV) | 0.0 | $229k | 2.4k | 95.14 | |
| Fidelity Msci Information Tech Etf (FTEC) | 0.0 | $228k | 1.0k | 222.17 | |
| Abb (ABBNY) | 0.0 | $226k | 3.1k | 71.95 | |
| Brown Advisory Funds Sustnble MF (BIAWX) | 0.0 | $224k | 3.9k | 57.30 | |
| Oneok (OKE) | 0.0 | $220k | 3.0k | 72.97 | |
| Amcor (AMCR) | 0.0 | $214k | 26k | 8.18 | |
| American Century Mutual Funds MF (TWCUX) | 0.0 | $213k | 2.1k | 103.47 | |
| Vanguard Small-cap Growth Inde Etf (VBK) | 0.0 | $213k | 715.00 | 297.62 | |
| S&p Global (SPGI) | 0.0 | $212k | 435.00 | 486.71 | |
| Ishares Currency Hedged Msci E Etf (HEFA) | 0.0 | $210k | 5.3k | 39.61 | |
| Fidelity Growth Discovery MF (FDSVX) | 0.0 | $208k | 3.0k | 69.24 | |
| MercadoLibre (MELI) | 0.0 | $203k | 87.00 | 2336.94 | |
| Blackrock Funds Iv Systamt Mlt MF (BIMBX) | 0.0 | $188k | 18k | 10.42 | |
| Federated Hermes Equity Funds MF (KAUFX) | 0.0 | $128k | 21k | 6.23 | |
| Elicio Therapeutics (ELTX) | 0.0 | $109k | 10k | 10.94 | |
| Blackrock Mgd Fund Inst MF (BLDIX) | 0.0 | $107k | 11k | 9.73 | |
| Searchlight Minerals (SRCH) | 0.0 | $121.500000 | 27k | 0.00 |
