Morton Brown Family Wealth

Morton Brown Family Wealth as of March 31, 2025

Portfolio Holdings for Morton Brown Family Wealth

Morton Brown Family Wealth holds 324 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U.s. Broad Market Etf Etf (SCHB) 27.0 $79M 3.7M 21.53
Avantis Emerging Markets Equity Etf Etf (AVEM) 8.7 $26M 427k 60.17
Vanguard Ftse Developed Markets Etf Etf (VEA) 7.6 $22M 440k 50.83
Ishares National Muni Bond Etf Etf (MUB) 7.6 $22M 212k 105.44
Avantis U.s. Small Cap Value Etf Etf (AVUV) 6.2 $18M 208k 87.17
Avantis International Small Cap Value Etf Etf (AVDV) 5.1 $15M 216k 69.74
Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 4.2 $12M 497k 24.86
Spdr S&p 500 Etf Trust Etf (SPY) 4.1 $12M 22k 559.39
Ishares Global Reit Etf Etf (REET) 3.4 $9.9M 406k 24.26
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 3.2 $9.5M 116k 81.76
Pimco Intermed Muni Bond Etf (MUNI) 3.0 $8.7M 169k 51.55
Vanguard Total International Bond Etf Etf (BNDX) 2.7 $7.8M 161k 48.82
Ishares Short-term National Muni Bond Etf Etf (SUB) 2.3 $6.8M 64k 105.60
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 1.3 $4.0M 50k 78.94
Ishares Msci Eafe Etf Etf (EFA) 1.0 $2.9M 35k 81.73
Ishares Core High Dividend Etf Etf (HDV) 1.0 $2.8M 24k 121.12
Schwab International Small-cap Equity Etf Etf (SCHC) 0.9 $2.6M 74k 35.88
Ishares Core Msci Eafe Etf Etf (IEFA) 0.7 $2.1M 28k 75.65
Apple Stock (AAPL) 0.7 $2.1M 9.3k 222.12
Vanguard Small-cap Etf Etf (VB) 0.6 $1.8M 8.3k 221.75
Invesco Qqq Trust Series I Etf (QQQ) 0.5 $1.4M 3.0k 468.94
Vanguard Total Stock Market Etf Etf (VTI) 0.4 $1.3M 4.7k 274.82
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.4 $1.2M 27k 45.26
Broadcom Stock (AVGO) 0.4 $1.1M 6.3k 167.43
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.3 $976k 8.4k 115.60
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $968k 7.9k 121.91
Microsoft Corp Stock (MSFT) 0.3 $937k 2.5k 375.37
Ishares Russell 2000 Etf Etf (IWM) 0.3 $867k 4.3k 199.49
Vanguard Total International Stock Etf Etf (VXUS) 0.3 $838k 14k 62.10
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.2 $540k 6.6k 81.69
Bank America Corp Stock (BAC) 0.2 $521k 13k 41.73
Crossamerica Partners Lp Ut Ltd Ptn Int Stock (CAPL) 0.2 $494k 20k 24.57
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $481k 903.00 532.58
Vanguard Mid-cap Growth Etf Etf (VOT) 0.2 $472k 1.9k 244.64
Nvidia Corporation Stock (NVDA) 0.1 $420k 3.9k 108.39
Avantis Real Estate Etf Etf (AVRE) 0.1 $404k 9.4k 43.01
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.1 $388k 5.0k 78.41
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) 0.1 $366k 6.4k 57.57
Schwab International Equity Etf Etf (SCHF) 0.1 $354k 18k 19.78
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $351k 624.00 561.90
Interdigital Stock (IDCC) 0.1 $321k 1.6k 206.75
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.1 $319k 5.5k 58.34
Mcdonalds Corp Stock (MCD) 0.1 $300k 959.00 312.38
Vanguard Real Estate Etf Etf (VNQ) 0.1 $276k 3.1k 90.53
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $274k 4.7k 58.35
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $272k 12k 22.08
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $257k 712.00 360.86
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $249k 6.9k 36.41
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $235k 9.4k 25.04
Disney Walt Stock (DIS) 0.1 $231k 2.3k 98.70
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.1 $225k 6.4k 34.95
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $225k 2.3k 97.48
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) 0.1 $222k 9.9k 22.46
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $214k 1.8k 122.02
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $209k 5.4k 38.41
Amgen Stock (AMGN) 0.1 $209k 670.00 311.55
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.1 $208k 8.2k 25.52
Marriott Intl Inc New Cl A Stock (MAR) 0.1 $189k 793.00 238.20
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG) 0.1 $181k 1.8k 103.17
Qualcomm Stock (QCOM) 0.1 $178k 1.2k 153.61
Northrop Grumman Corp Stock (NOC) 0.1 $173k 338.00 512.33
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN) 0.1 $164k 3.5k 47.36
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.1 $160k 6.9k 23.06
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.1 $152k 2.6k 59.40
Paychex Stock (PAYX) 0.1 $152k 985.00 154.28
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.1 $150k 2.7k 55.45
Rtx Corporation Stock (RTX) 0.0 $147k 1.1k 132.43
Exxon Mobil Corp Stock (XOM) 0.0 $145k 1.2k 118.89
Spdr Gold Shares Etf (GLD) 0.0 $142k 493.00 288.14
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $131k 2.5k 52.52
Walmart Stock (WMT) 0.0 $128k 1.5k 87.76
Union Pac Corp Stock (UNP) 0.0 $124k 526.00 236.17
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.0 $120k 1.8k 66.00
Amazon Stock (AMZN) 0.0 $120k 629.00 190.26
Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.0 $120k 5.1k 23.42
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $117k 994.00 118.13
Meta Platforms Inc Cl A Stock (META) 0.0 $116k 201.00 576.36
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 0.0 $111k 1.0k 106.88
American Wtr Wks Stock (AWK) 0.0 $103k 700.00 147.52
Caterpillar Stock (CAT) 0.0 $103k 311.00 329.80
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.0 $103k 4.1k 24.99
Air Prods & Chems Stock (APD) 0.0 $101k 341.00 294.92
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.0 $90k 583.00 154.65
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $90k 856.00 104.57
Vanguard Extended Market Etf Etf (VXF) 0.0 $86k 500.00 172.31
Ameriprise Finl Stock (AMP) 0.0 $77k 159.00 484.11
International Business Machs Stock (IBM) 0.0 $76k 306.00 248.66
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $76k 2.9k 26.20
Nike Inc Cl B Stock (NKE) 0.0 $72k 1.1k 63.48
Nextera Energy Stock (NEE) 0.0 $72k 1.0k 70.89
Universal Display Corp Stock (OLED) 0.0 $70k 500.00 139.48
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $63k 150.00 419.88
Vanguard S&p 500 Etf Etf (VOO) 0.0 $62k 120.00 513.91
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $60k 471.00 127.08
Kellanova Stock (K) 0.0 $56k 676.00 82.49
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $56k 899.00 61.78
Eli Lilly & Co Stock (LLY) 0.0 $55k 66.00 825.91
Automatic Data Processing Stock (ADP) 0.0 $54k 175.00 305.53
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $53k 578.00 92.29
Starbucks Corp Stock (SBUX) 0.0 $53k 541.00 98.03
Vanguard Growth Etf Etf (VUG) 0.0 $53k 143.00 370.82
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $52k 761.00 67.85
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $51k 262.00 193.79
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $49k 337.00 145.91
Costco Whsl Corp Stock (COST) 0.0 $49k 51.00 952.65
Corning Stock (GLW) 0.0 $46k 1.0k 45.78
Vanguard Value Etf Etf (VTV) 0.0 $46k 265.00 172.74
Cisco Sys Stock (CSCO) 0.0 $43k 704.00 61.68
Procter And Gamble Stock (PG) 0.0 $43k 251.00 170.42
Gilead Sciences Stock (GILD) 0.0 $42k 379.00 111.95
Sprott Physical Gold Tr Unit Cef (PHYS) 0.0 $42k 1.8k 24.06
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $42k 440.00 95.37
Advanced Micro Devices Stock (AMD) 0.0 $42k 406.00 102.74
Jpmorgan Chase & Co Stock (JPM) 0.0 $40k 162.00 245.24
Ge Aerospace Stock (GE) 0.0 $38k 192.00 200.15
Pepsico Stock (PEP) 0.0 $38k 256.00 149.94
Omnicom Group Stock (OMC) 0.0 $38k 459.00 82.91
Simplify Hedged Equity Etf Etf (HEQT) 0.0 $38k 1.3k 28.58
Cognizant Technology Solutions Cl A Stock (CTSH) 0.0 $37k 482.00 76.46
Pfizer Stock (PFE) 0.0 $37k 1.4k 25.35
American Elec Pwr Stock (AEP) 0.0 $37k 334.00 109.27
Goldman Sachs Group Stock (GS) 0.0 $36k 67.00 543.84
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.0 $36k 481.00 74.04
Vanguard Energy Etf Etf (VDE) 0.0 $33k 254.00 129.66
Emerson Elec Stock (EMR) 0.0 $33k 300.00 109.64
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.0 $33k 645.00 50.33
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $32k 1.2k 27.96
Vanguard Utilities Etf Etf (VPU) 0.0 $32k 189.00 171.14
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $31k 200.00 156.23
United Parcel Service Inc Cl B Stock (UPS) 0.0 $30k 276.00 109.99
Southern Stock (SO) 0.0 $29k 314.00 91.95
Chevron Corp Stock (CVX) 0.0 $29k 171.00 167.29
Tesla Stock (TSLA) 0.0 $26k 100.00 259.16
Phillips 66 Stock (PSX) 0.0 $26k 207.00 123.48
Talen Energy Corp Stock (TLN) 0.0 $24k 120.00 199.67
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $24k 127.00 188.16
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $23k 408.00 57.15
Home Depot Stock (HD) 0.0 $23k 62.00 366.48
Deere & Co Stock (DE) 0.0 $22k 47.00 469.34
Vanguard Information Technology Etf Etf (VGT) 0.0 $22k 40.00 542.38
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA) 0.0 $22k 281.00 76.50
Conocophillips Stock (COP) 0.0 $21k 204.00 105.02
Abbvie Stock (ABBV) 0.0 $21k 100.00 209.52
Ugi Corp Stock (UGI) 0.0 $21k 627.00 33.09
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $21k 209.00 98.92
Ishares Mbs Etf Etf (MBB) 0.0 $20k 218.00 93.78
Sanofi Adr (SNY) 0.0 $20k 367.00 55.46
Alibaba Group Hldg Adr (BABA) 0.0 $20k 150.00 132.23
Netflix Stock (NFLX) 0.0 $20k 21.00 932.52
Victoryshares Free Cash Flow Etf Etf (VFLO) 0.0 $19k 558.00 34.28
Morgan Stanley Stock (MS) 0.0 $18k 155.00 116.67
Astrazeneca Adr (AZN) 0.0 $18k 244.00 73.50
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $18k 211.00 84.95
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $18k 150.00 119.46
Abbott Labs Stock (ABT) 0.0 $18k 135.00 132.65
Keycorp Stock (KEY) 0.0 $18k 1.1k 15.99
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.0 $17k 615.00 28.15
Truist Finl Corp Stock (TFC) 0.0 $17k 413.00 41.18
Merck & Co Stock (MRK) 0.0 $16k 182.00 89.76
Vanguard Mid-cap Etf Etf (VO) 0.0 $16k 63.00 258.62
Simplify Managed Futures Strategy Etf Etf (CTA) 0.0 $16k 548.00 29.60
Salesforce Stock (CRM) 0.0 $16k 60.00 268.37
Spdr Portfolio Long Term Treasury Etf Etf (SPTL) 0.0 $16k 582.00 27.26
Carrier Global Corporation Stock (CARR) 0.0 $16k 247.00 63.40
Cummins Stock (CMI) 0.0 $15k 47.00 316.17
Verizon Communications Stock (VZ) 0.0 $15k 324.00 45.36
3M Stock (MMM) 0.0 $15k 100.00 146.86
Ge Vernova Stock (GEV) 0.0 $14k 47.00 305.28
Ishares Semiconductor Etf Etf (SOXX) 0.0 $14k 75.00 188.17
Tractor Supply Stock (TSCO) 0.0 $14k 251.00 55.20
Us Bancorp Del Stock (USB) 0.0 $14k 326.00 42.21
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $14k 66.00 206.48
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 0.0 $14k 164.00 82.17
Boeing Stock (BA) 0.0 $13k 76.00 170.55
American Express Stock (AXP) 0.0 $13k 48.00 269.04
Tapestry Stock (TPR) 0.0 $13k 181.00 70.35
First Trust Preferred Securities & Income Etf Etf (FPE) 0.0 $12k 700.00 17.59
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $12k 119.00 103.47
Bristol-myers Squibb Stock (BMY) 0.0 $12k 200.00 60.99
Wisdomtree Enhanced Commodity Stgy Etf (GCC) 0.0 $12k 620.00 19.61
Johnson & Johnson Stock (JNJ) 0.0 $12k 72.00 165.83
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $12k 219.00 53.97
Fidelity High Dividend Etf Etf (FDVV) 0.0 $12k 236.00 49.60
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.0 $11k 401.00 27.57
Viking Therapeutics Stock (VKTX) 0.0 $11k 450.00 24.15
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $11k 82.00 130.52
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $11k 70.00 150.99
Philip Morris Intl Stock (PM) 0.0 $11k 67.00 157.73
Visa Inc Com Cl A Stock (V) 0.0 $11k 30.00 350.47
Ishares Biotechnology Etf Etf (IBB) 0.0 $10k 79.00 127.67
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.0 $10k 216.00 46.67
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.0 $10k 344.00 29.24
State Str Corp Stock (STT) 0.0 $9.6k 107.00 89.42
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $9.6k 38.00 251.76
Nrg Energy Stock (NRG) 0.0 $9.5k 100.00 95.46
Prudential Finl Stock (PRU) 0.0 $9.5k 85.00 111.68
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $9.4k 201.00 46.81
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $9.4k 354.00 26.58
Ppl Corp Stock (PPL) 0.0 $9.2k 254.00 36.17
Joby Aviation Stock (JOBY) 0.0 $9.0k 1.5k 6.02
Vanguard Long-term Treasury Etf Etf (VGLT) 0.0 $9.0k 156.00 57.61
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS) 0.0 $8.9k 106.00 84.14
Jacobs Solutions Stock (J) 0.0 $8.6k 71.00 121.21
Freshpet Stock (FRPT) 0.0 $8.3k 100.00 83.17
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.0 $8.3k 174.00 47.60
Icon Stock (ICLR) 0.0 $7.9k 45.00 175.00
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $7.7k 93.00 83.28
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $7.7k 154.00 49.70
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $7.6k 82.00 92.83
At&t Stock (T) 0.0 $7.4k 261.00 28.26
General Dynamics Corp Stock (GD) 0.0 $7.4k 27.00 272.59
Unitedhealth Group Stock (UNH) 0.0 $7.3k 14.00 523.79
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.0 $7.3k 45.00 162.20
Wells Fargo Stock (WFC) 0.0 $7.2k 100.00 71.79
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $6.9k 84.00 81.67
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.0 $6.8k 147.00 46.08
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.0 $6.7k 56.00 119.73
The Cigna Group Stock (CI) 0.0 $6.7k 20.00 333.45
Vanguard Consumer Discretionary Etf Etf (VCR) 0.0 $6.5k 20.00 324.90
Citigroup Stock (C) 0.0 $6.3k 89.00 70.99
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.0 $6.2k 127.00 48.76
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $6.2k 36.00 170.89
Elevance Health Stock (ELV) 0.0 $6.1k 14.00 434.93
Shell Plc Spon Ads Adr (SHEL) 0.0 $6.1k 83.00 73.28
Stryker Corporation Stock (SYK) 0.0 $6.0k 16.00 372.25
Johnson Ctls Intl Stock (JCI) 0.0 $5.8k 73.00 80.11
Ark Innovation Etf Etf (ARKK) 0.0 $5.7k 120.00 47.58
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $5.6k 34.00 166.00
Electronic Arts Stock (EA) 0.0 $5.5k 38.00 144.53
Unilever Adr (UL) 0.0 $5.4k 91.00 59.55
Freeport-mcmoran Inc Cl B Stock (FCX) 0.0 $5.3k 139.00 37.86
Ing Groep Adr (ING) 0.0 $5.3k 268.00 19.59
Ge Healthcare Technologies Stock (GEHC) 0.0 $5.2k 64.00 80.70
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $5.1k 51.00 100.00
Toyota Motor Corp Ads Adr (TM) 0.0 $4.9k 28.00 176.54
Intuit Stock (INTU) 0.0 $4.9k 8.00 614.00
Banco Santander Adr (SAN) 0.0 $4.9k 724.00 6.70
Arista Networks Stock (ANET) 0.0 $4.6k 60.00 77.48
Hershey Stock (HSY) 0.0 $4.6k 27.00 171.04
Schwab Charles Corp Stock (SCHW) 0.0 $4.5k 58.00 78.28
Thermo Fisher Scientific Stock (TMO) 0.0 $4.5k 9.00 497.56
Oracle Corp Stock (ORCL) 0.0 $4.5k 32.00 139.81
Mastercard Incorporated Cl A Stock (MA) 0.0 $4.4k 8.00 548.12
Totalenergies Se Adr (TTE) 0.0 $4.3k 67.00 64.69
Cava Group Stock (CAVA) 0.0 $4.3k 50.00 86.42
Illinois Tool Wks Stock (ITW) 0.0 $4.2k 17.00 248.00
Gap Stock (GAP) 0.0 $4.1k 200.00 20.61
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.0 $4.0k 60.00 67.33
Intuitive Surgical Stock (ISRG) 0.0 $4.0k 8.00 495.25
Capital One Finl Corp Stock (COF) 0.0 $3.9k 22.00 179.32
Canadian Nat Res Stock (CNQ) 0.0 $3.9k 128.00 30.80
Coca Cola Stock (KO) 0.0 $3.9k 55.00 71.62
Adams Diversified Equity Cef (ADX) 0.0 $3.7k 194.00 18.99
Altria Group Stock (MO) 0.0 $3.6k 60.00 60.02
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $3.4k 18.00 190.56
Lam Research Corp Stock (LRCX) 0.0 $3.4k 47.00 72.70
Rio Tinto Adr (RIO) 0.0 $3.3k 55.00 60.07
Sap Se Adr (SAP) 0.0 $3.2k 12.00 268.42
Servicenow Stock (NOW) 0.0 $3.2k 4.00 796.25
Bhp Group Adr (BHP) 0.0 $2.9k 59.00 48.54
Blackrock Stock (BLK) 0.0 $2.8k 3.00 946.33
Adobe Stock (ADBE) 0.0 $2.7k 7.00 383.57
Asml Holding N V N Y Registry Adr (ASML) 0.0 $2.7k 4.00 662.75
Innovative Indl Pptys Reit (IIPR) 0.0 $2.6k 49.00 54.08
Humana Stock (HUM) 0.0 $2.6k 10.00 264.60
Toll Brothers Stock (TOL) 0.0 $2.6k 25.00 105.60
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $2.6k 113.00 22.98
Ishares U.s. Technology Etf Etf (IYW) 0.0 $2.5k 18.00 140.44
Guardant Health Stock (GH) 0.0 $2.5k 58.00 42.60
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.0 $2.4k 28.00 83.93
Anheuser Busch Inbev Sa Adr (BUD) 0.0 $2.3k 38.00 61.55
BP Adr (BP) 0.0 $2.3k 69.00 33.80
Linde Stock (LIN) 0.0 $2.3k 5.00 465.60
GSK Adr (GSK) 0.0 $2.3k 60.00 38.73
Crown Castle Reit (CCI) 0.0 $2.3k 22.00 104.23
Dominion Energy Stock (D) 0.0 $2.2k 39.00 56.08
Sony Group Corp Adr (SONY) 0.0 $2.2k 85.00 25.39
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $2.1k 36.00 58.94
Recursion Pharmaceuticals Inc Cl A Stock (RXRX) 0.0 $2.1k 400.00 5.29
Csx Corp Stock (CSX) 0.0 $2.1k 71.00 29.44
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.0 $2.0k 19.00 106.63
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $1.9k 35.00 55.09
Danaher Corporation Stock (DHR) 0.0 $1.8k 9.00 205.00
Ulta Beauty Stock (ULTA) 0.0 $1.8k 5.00 366.60
Chefs Whse Stock (CHEF) 0.0 $1.7k 32.00 54.47
Applied Matls Stock (AMAT) 0.0 $1.7k 12.00 145.08
Medtronic Stock (MDT) 0.0 $1.7k 19.00 89.84
Ametek Stock (AME) 0.0 $1.5k 9.00 172.11
Edwards Lifesciences Corp Stock (EW) 0.0 $1.5k 20.00 72.50
United Airls Hldgs Stock (UAL) 0.0 $1.4k 20.00 69.05
Yum Brands Stock (YUM) 0.0 $1.3k 8.00 157.38
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $1.2k 13.00 91.00
Target Corp Stock (TGT) 0.0 $1.0k 10.00 104.40
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.0 $1.0k 28.00 36.29
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.0 $721.000000 16.00 45.06
Vanguard Total Bond Market Etf Etf (BND) 0.0 $660.999600 9.00 73.44
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $632.999200 59.00 10.73
Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ) 0.0 $621.000000 5.00 124.20
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $466.000000 4.00 116.50
Roundhill Magnificent Seven Etf Etf (MAGS) 0.0 $370.000000 8.00 46.25
Taysha Gene Therapies Stock (TSHA) 0.0 $361.010000 260.00 1.39
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 0.0 $357.000000 5.00 71.40
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $321.000000 2.00 160.50
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $256.000000 1.00 256.00
Cnfinance Hldgs Ltd Spon Ads Adr (CNF) 0.0 $195.000000 250.00 0.78
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $182.000100 3.00 60.67
Echostar Corp Cl A Stock (SATS) 0.0 $178.999800 7.00 25.57
Sibanye Stillwater Adr (SBSW) 0.0 $159.999000 35.00 4.57
The Beachbody Company Inc Com Cl A Stock (BODI) 0.0 $150.000000 20.00 7.50
Viatris Stock (VTRS) 0.0 $105.000000 12.00 8.75
Editas Medicine Stock (EDIT) 0.0 $74.997000 65.00 1.15
American Airls Group Stock (AAL) 0.0 $73.999800 7.00 10.57
Avantis International Equity Etf Etf (AVDE) 0.0 $66.000000 1.00 66.00
Fidelity Disruptive Technology Etf Etf (FDTX) 0.0 $63.000000 2.00 31.50
Spdr Gold Minishares Trust Etf (GLDM) 0.0 $62.000000 1.00 62.00
United States Stl Corp Stock 0.0 $43.000000 1.00 43.00
Uniti Group Reit 0.0 $40.000000 8.00 5.00
Invesco Msci Global Timber Etf Etf (CUT) 0.0 $31.000000 1.00 31.00
Beamr Imaging Ltd Ordinary Stock (BMR) 0.0 $31.000200 14.00 2.21
Gossamer Bio Stock (GOSS) 0.0 $28.000000 25.00 1.12
First Trust Natural Gas Etf Etf (FCG) 0.0 $25.000000 1.00 25.00
Invesco Db Oil Fund Etf (DBO) 0.0 $15.000000 1.00 15.00
Red Cat Hldgs Stock (RCAT) 0.0 $12.000000 2.00 6.00
Twin Vee Powercats Stock (VEEE) 0.0 $4.999500 15.00 0.33