Morton Brown Family Wealth

Morton Brown Family Wealth as of June 30, 2025

Portfolio Holdings for Morton Brown Family Wealth

Morton Brown Family Wealth holds 319 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
Schwab U.s. Broad Market Etf Etf (SCHB) 27.8 $91M 3.8M 23.83
Avantis Emerging Markets Equity Etf Etf (AVEM) 9.6 $32M 462k 68.54
Vanguard Ftse Developed Markets Etf Etf (VEA) 8.4 $28M 482k 57.01
Avantis U.s. Small Cap Value Etf Etf (AVUV) 5.8 $19M 210k 91.10
Avantis International Small Cap Value Etf Etf (AVDV) 5.7 $19M 238k 79.28
Ishares National Muni Bond Etf Etf (MUB) 5.6 $19M 177k 104.48
Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 4.2 $14M 550k 25.03
Spdr S&p 500 Etf Trust Etf (SPY) 4.2 $14M 22k 617.85
Ishares Global Reit Etf Etf (REET) 3.2 $11M 431k 24.70
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 3.1 $10M 122k 82.92
Pimco Intermed Muni Bond Etf (MUNI) 3.0 $9.9M 193k 51.36
Vanguard Total International Bond Etf Etf (BNDX) 2.6 $8.4M 170k 49.51
Ishares Short-term National Muni Bond Etf Etf (SUB) 1.9 $6.4M 60k 106.34
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 1.3 $4.1M 52k 79.50
Schwab International Small-cap Equity Etf Etf (SCHC) 1.0 $3.2M 76k 42.59
Ishares Msci Eafe Etf Etf (EFA) 0.9 $3.1M 35k 89.39
Ishares Core High Dividend Etf Etf (HDV) 0.8 $2.7M 24k 117.17
Ishares Core Msci Eafe Etf Etf (IEFA) 0.7 $2.3M 28k 83.48
Vanguard Small-cap Etf Etf (VB) 0.6 $2.0M 8.2k 236.98
Apple Stock (AAPL) 0.6 $1.9M 9.1k 205.17
Invesco Qqq Trust Series I Etf (QQQ) 0.5 $1.7M 3.1k 551.70
Broadcom Stock (AVGO) 0.5 $1.5M 5.4k 275.65
Vanguard Total Stock Market Etf Etf (VTI) 0.5 $1.5M 4.9k 303.90
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.4 $1.3M 27k 49.46
Microsoft Corp Stock (MSFT) 0.4 $1.2M 2.5k 497.39
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $1.1M 7.9k 135.30
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.3 $1.1M 8.0k 134.39
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.3 $1.1M 36k 29.43
Ishares Russell 2000 Etf Etf (IWM) 0.3 $938k 4.3k 215.79
Vanguard Total International Stock Etf Etf (VXUS) 0.3 $929k 13k 69.09
Nvidia Corporation Stock (NVDA) 0.2 $621k 3.9k 158.01
Bank America Corp Stock (BAC) 0.2 $591k 13k 47.32
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.2 $590k 6.6k 89.22
Vanguard Mid-cap Growth Etf Etf (VOT) 0.2 $500k 1.8k 284.39
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $439k 903.00 485.77
Avantis Real Estate Etf Etf (AVRE) 0.1 $431k 9.8k 44.16
Crossamerica Partners Lp Ut Ltd Ptn Int Stock (CAPL) 0.1 $420k 20k 20.92
Schwab International Equity Etf Etf (SCHF) 0.1 $395k 18k 22.10
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) 0.1 $394k 6.4k 61.57
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $360k 580.00 620.90
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.1 $343k 5.5k 62.80
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.1 $311k 3.9k 79.77
Johnson & Johnson Stock (JNJ) 0.1 $310k 2.0k 152.75
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $302k 712.00 424.31
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $302k 12k 24.44
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $292k 4.7k 62.02
Disney Walt Stock (DIS) 0.1 $291k 2.3k 124.01
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $290k 7.2k 40.49
Mcdonalds Corp Stock (MCD) 0.1 $281k 960.00 292.30
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $274k 9.4k 29.21
Vanguard Real Estate Etf Etf (VNQ) 0.1 $272k 3.1k 89.06
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.1 $252k 6.4k 39.17
Interdigital Stock (IDCC) 0.1 $235k 1.1k 224.23
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $229k 2.3k 99.49
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) 0.1 $228k 10k 22.76
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $226k 5.5k 41.33
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG) 0.1 $219k 1.9k 113.03
Amgen Stock (AMGN) 0.1 $187k 670.00 279.21
Qualcomm Stock (QCOM) 0.1 $184k 1.2k 159.26
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.1 $182k 7.4k 24.67
Rtx Corporation Stock (RTX) 0.1 $169k 1.2k 146.04
Northrop Grumman Corp Stock (NOC) 0.1 $169k 338.00 500.30
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN) 0.1 $168k 3.5k 47.67
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.1 $165k 7.1k 23.23
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.1 $164k 2.7k 60.94
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $154k 563.00 273.21
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.0 $153k 2.6k 59.81
Spdr Gold Shares Etf (GLD) 0.0 $150k 493.00 304.83
Meta Platforms Inc Cl A Stock (META) 0.0 $148k 201.00 738.09
Paychex Stock (PAYX) 0.0 $143k 985.00 145.46
Walmart Stock (WMT) 0.0 $143k 1.5k 97.75
Amazon Stock (AMZN) 0.0 $138k 629.00 219.39
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.0 $137k 1.8k 75.11
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $133k 2.7k 49.03
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $133k 2.5k 53.29
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 0.0 $132k 1.2k 114.43
Exxon Mobil Corp Stock (XOM) 0.0 $132k 1.2k 107.77
Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.0 $124k 5.2k 23.80
Union Pac Corp Stock (UNP) 0.0 $121k 527.00 229.87
Caterpillar Stock (CAT) 0.0 $121k 311.00 388.21
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $118k 994.00 119.09
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.0 $108k 4.3k 25.17
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.0 $103k 583.00 176.34
American Wtr Wks Stock (AWK) 0.0 $97k 700.00 139.11
Vanguard Extended Market Etf Etf (VXF) 0.0 $96k 500.00 192.79
Air Prods & Chems Stock (APD) 0.0 $96k 341.00 282.06
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $90k 824.00 109.29
International Business Machs Stock (IBM) 0.0 $86k 292.00 294.78
Ameriprise Finl Stock (AMP) 0.0 $85k 159.00 533.73
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $81k 2.9k 28.05
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $71k 471.00 150.40
Nextera Energy Stock (NEE) 0.0 $71k 1.0k 69.42
Vanguard S&p 500 Etf Etf (VOO) 0.0 $68k 120.00 568.03
Universal Display Corp Stock (OLED) 0.0 $67k 434.00 154.46
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $66k 150.00 440.65
Vanguard Growth Etf Etf (VUG) 0.0 $63k 143.00 438.40
Eli Lilly & Co Stock (LLY) 0.0 $60k 77.00 779.53
Advanced Micro Devices Stock (AMD) 0.0 $58k 406.00 141.90
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $58k 899.00 63.94
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $55k 578.00 94.63
Automatic Data Processing Stock (ADP) 0.0 $54k 175.00 308.40
Kellanova Stock (K) 0.0 $54k 676.00 79.53
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $54k 262.00 204.46
Corning Stock (GLW) 0.0 $53k 1.0k 52.59
Dimensional International Small Cap Value Etf Etf (DISV) 0.0 $52k 1.6k 32.91
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $51k 761.00 67.44
Costco Whsl Corp Stock (COST) 0.0 $51k 51.00 997.88
Starbucks Corp Stock (SBUX) 0.0 $50k 542.00 91.59
Cisco Sys Stock (CSCO) 0.0 $49k 704.00 69.35
Goldman Sachs Group Stock (GS) 0.0 $47k 67.00 707.01
Jpmorgan Chase & Co Stock (JPM) 0.0 $47k 163.00 289.15
Vanguard Value Etf Etf (VTV) 0.0 $47k 265.00 176.74
Ge Aerospace Stock (GE) 0.0 $46k 180.00 257.39
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $46k 338.00 134.76
Tesla Stock (TSLA) 0.0 $43k 136.00 317.66
Gilead Sciences Stock (GILD) 0.0 $42k 381.00 110.99
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $42k 440.00 95.77
Emerson Elec Stock (EMR) 0.0 $40k 300.00 133.33
Procter And Gamble Stock (PG) 0.0 $40k 251.00 159.32
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.0 $38k 482.00 79.72
Cognizant Technology Solutions Cl A Stock (CTSH) 0.0 $38k 484.00 77.97
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $36k 200.00 177.39
Talen Energy Corp Stock (TLN) 0.0 $35k 120.00 290.77
Pepsico Stock (PEP) 0.0 $34k 256.00 132.04
Vanguard Utilities Etf Etf (VPU) 0.0 $34k 191.00 176.23
Omnicom Group Stock (OMC) 0.0 $33k 459.00 71.94
Pfizer Stock (PFE) 0.0 $33k 1.3k 24.23
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $31k 1.2k 26.50
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $31k 211.00 144.33
Southern Stock (SO) 0.0 $29k 314.00 91.83
Netflix Stock (NFLX) 0.0 $28k 21.00 1339.14
United Parcel Service Inc Cl B Stock (UPS) 0.0 $28k 276.00 100.94
Vanguard Information Technology Etf Etf (VGT) 0.0 $27k 40.00 663.27
Phillips 66 Stock (PSX) 0.0 $25k 207.00 119.30
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $25k 127.00 194.23
Chevron Corp Stock (CVX) 0.0 $25k 171.00 143.19
Deere & Co Stock (DE) 0.0 $24k 47.00 508.49
Ge Vernova Stock (GEV) 0.0 $23k 44.00 529.16
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $23k 408.00 56.86
Ugi Corp Stock (UGI) 0.0 $23k 627.00 36.45
Home Depot Stock (HD) 0.0 $23k 62.00 366.65
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $21k 209.00 99.20
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $20k 150.00 132.34
Keycorp Stock (KEY) 0.0 $19k 1.1k 17.42
Ishares Mbs Etf Etf (MBB) 0.0 $19k 205.00 93.89
Morgan Stanley Stock (MS) 0.0 $19k 135.00 140.86
Abbvie Stock (ABBV) 0.0 $19k 100.00 185.62
Abbott Labs Stock (ABT) 0.0 $18k 135.00 136.01
Conocophillips Stock (COP) 0.0 $18k 204.00 89.74
Sap Se Adr (SAP) 0.0 $18k 60.00 304.10
Carrier Global Corporation Stock (CARR) 0.0 $18k 247.00 73.19
Truist Finl Corp Stock (TFC) 0.0 $18k 417.00 43.01
Ishares Semiconductor Etf Etf (SOXX) 0.0 $18k 75.00 238.71
Sanofi Adr (SNY) 0.0 $18k 367.00 48.31
Vanguard Mid-cap Etf Etf (VO) 0.0 $18k 63.00 279.83
Astrazeneca Adr (AZN) 0.0 $17k 244.00 69.88
Alibaba Group Hldg Adr (BABA) 0.0 $17k 150.00 113.41
Salesforce Stock (CRM) 0.0 $16k 60.00 272.68
Nrg Energy Stock (NRG) 0.0 $16k 100.00 160.58
Tapestry Stock (TPR) 0.0 $16k 182.00 87.62
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA) 0.0 $16k 191.00 83.40
Boeing Stock (BA) 0.0 $16k 76.00 209.53
Cummins Stock (CMI) 0.0 $16k 47.00 330.36
Spdr Portfolio Long Term Treasury Etf Etf (SPTL) 0.0 $16k 582.00 26.58
American Express Stock (AXP) 0.0 $15k 48.00 318.98
3M Stock (MMM) 0.0 $15k 100.00 152.24
Us Bancorp Del Stock (USB) 0.0 $15k 330.00 45.26
Merck & Co Stock (MRK) 0.0 $14k 182.00 79.16
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 0.0 $14k 164.00 86.40
Verizon Communications Stock (VZ) 0.0 $14k 324.00 43.27
Oklo Inc Com Cl A Stock (OKLO) 0.0 $14k 250.00 55.99
Tractor Supply Stock (TSCO) 0.0 $13k 251.00 52.86
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.0 $13k 440.00 29.68
First Trust Preferred Securities & Income Etf Etf (FPE) 0.0 $13k 700.00 17.80
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $12k 201.00 61.21
Fidelity High Dividend Etf Etf (FDVV) 0.0 $12k 236.00 52.02
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $12k 119.00 102.91
Philip Morris Intl Stock (PM) 0.0 $12k 67.00 180.99
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.0 $12k 401.00 30.14
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $12k 82.00 146.90
Cencora Stock (COR) 0.0 $12k 40.00 299.85
Viking Therapeutics Stock (VKTX) 0.0 $12k 450.00 26.50
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.0 $12k 216.00 53.93
State Str Corp Stock (STT) 0.0 $11k 107.00 106.22
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $11k 70.00 157.76
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $11k 181.00 60.03
Visa Inc Com Cl A Stock (V) 0.0 $11k 30.00 355.07
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $11k 38.00 276.95
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.0 $10k 344.00 29.29
Micron Technology Stock (MU) 0.0 $10k 81.00 123.25
Ishares Biotechnology Etf Etf (IBB) 0.0 $10k 79.00 126.28
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS) 0.0 $9.9k 106.00 93.66
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $9.8k 354.00 27.67
Unitedhealth Group Stock (UNH) 0.0 $9.7k 31.00 311.97
Jacobs Solutions Stock (J) 0.0 $9.4k 71.00 132.13
Uber Technologies Stock (UBER) 0.0 $9.3k 100.00 93.30
Bristol-myers Squibb Stock (BMY) 0.0 $9.3k 200.00 46.29
Prudential Finl Stock (PRU) 0.0 $9.1k 85.00 107.44
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $9.0k 82.00 110.10
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.0 $8.9k 45.00 198.36
Vanguard Long-term Treasury Etf Etf (VGLT) 0.0 $8.8k 156.00 56.12
Ppl Corp Stock (PPL) 0.0 $8.7k 256.00 33.93
Ark Innovation Etf Etf (ARKK) 0.0 $8.4k 120.00 70.29
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $8.1k 32.00 253.22
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $8.0k 154.00 52.25
Wells Fargo Stock (WFC) 0.0 $8.0k 100.00 80.12
General Dynamics Corp Stock (GD) 0.0 $7.9k 27.00 291.67
Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM) 0.0 $7.8k 163.00 47.83
Johnson Ctls Intl Stock (JCI) 0.0 $7.7k 73.00 105.62
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $7.7k 34.00 226.50
At&t Stock (T) 0.0 $7.6k 262.00 28.89
Vanguard Consumer Discretionary Etf Etf (VCR) 0.0 $7.2k 20.00 362.35
Oracle Corp Stock (ORCL) 0.0 $7.0k 32.00 218.62
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $6.8k 84.00 80.96
Freshpet Stock (FRPT) 0.0 $6.8k 100.00 67.96
The Cigna Group Stock (CI) 0.0 $6.7k 20.00 335.05
Toast Inc Cl A Stock (TOST) 0.0 $6.6k 150.00 44.29
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) 0.0 $6.6k 259.00 25.35
Icon Stock (ICLR) 0.0 $6.5k 45.00 145.44
Stryker Corporation Stock (SYK) 0.0 $6.3k 16.00 395.62
Intuit Stock (INTU) 0.0 $6.3k 8.00 787.62
Arista Networks Stock (ANET) 0.0 $6.1k 60.00 102.32
Dell Technologies Inc Cl C Stock (DELL) 0.0 $6.1k 50.00 122.60
Electronic Arts Stock (EA) 0.0 $6.1k 38.00 159.71
Freeport-mcmoran Inc Cl B Stock (FCX) 0.0 $6.0k 139.00 43.35
Banco Santander Adr (SAN) 0.0 $6.0k 724.00 8.30
Citigroup Stock (C) 0.0 $5.9k 69.00 85.12
Ing Groep Adr (ING) 0.0 $5.9k 268.00 21.87
Shell Plc Spon Ads Adr (SHEL) 0.0 $5.8k 83.00 70.41
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $5.7k 51.00 112.00
Snowflake Stock (SNOW) 0.0 $5.6k 25.00 223.76
Unilever Adr (UL) 0.0 $5.6k 91.00 61.16
Reaves Util Income Fd Com Sh Ben Int Cef (UTG) 0.0 $5.5k 153.00 36.07
Elevance Health Stock (ELV) 0.0 $5.4k 14.00 388.93
Schwab Charles Corp Stock (SCHW) 0.0 $5.3k 58.00 91.24
Joby Aviation Stock (JOBY) 0.0 $5.3k 500.00 10.55
Toyota Motor Corp Ads Adr (TM) 0.0 $4.8k 28.00 172.25
Capital One Finl Corp Stock (COF) 0.0 $4.7k 22.00 212.77
Lam Research Corp Stock (LRCX) 0.0 $4.6k 47.00 97.34
Mastercard Incorporated Cl A Stock (MA) 0.0 $4.5k 8.00 562.00
Hershey Stock (HSY) 0.0 $4.5k 27.00 165.96
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.0 $4.5k 60.00 74.43
Ge Healthcare Technologies Stock (GEHC) 0.0 $4.4k 60.00 74.07
Gap Stock (GAP) 0.0 $4.4k 200.00 21.81
Intuitive Surgical Stock (ISRG) 0.0 $4.3k 8.00 543.38
Cava Group Stock (CAVA) 0.0 $4.2k 50.00 84.24
Adams Diversified Equity Cef (ADX) 0.0 $4.2k 194.00 21.71
Illinois Tool Wks Stock (ITW) 0.0 $4.2k 17.00 247.24
Totalenergies Se Adr (TTE) 0.0 $4.1k 67.00 61.39
Servicenow Stock (NOW) 0.0 $4.1k 4.00 1028.00
Canadian Nat Res Stock (CNQ) 0.0 $4.0k 128.00 31.40
Coca Cola Stock (KO) 0.0 $3.9k 55.00 70.75
Thermo Fisher Scientific Stock (TMO) 0.0 $3.6k 9.00 405.44
Altria Group Stock (MO) 0.0 $3.5k 60.00 58.63
Rio Tinto Adr (RIO) 0.0 $3.2k 55.00 58.33
Asml Holding N V N Y Registry Adr (ASML) 0.0 $3.2k 4.00 801.50
Blackrock Stock (BLK) 0.0 $3.1k 3.00 1049.33
Guardant Health Stock (GH) 0.0 $3.0k 58.00 52.03
Toll Brothers Stock (TOL) 0.0 $2.9k 25.00 114.12
Global X Artificial Intelligence & Technology Etf Etf (AIQ) 0.0 $2.8k 65.00 43.69
Bhp Group Adr (BHP) 0.0 $2.8k 59.00 48.08
Adobe Stock (ADBE) 0.0 $2.7k 7.00 386.86
Innovative Indl Pptys Reit (IIPR) 0.0 $2.7k 49.00 55.22
Anheuser Busch Inbev Sa Adr (BUD) 0.0 $2.6k 38.00 68.71
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $2.6k 113.00 22.98
Humana Stock (HUM) 0.0 $2.4k 10.00 244.50
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.0 $2.4k 28.00 85.57
Linde Stock (LIN) 0.0 $2.3k 5.00 469.20
Nike Inc Cl B Stock (NKE) 0.0 $2.3k 33.00 71.03
Ulta Beauty Stock (ULTA) 0.0 $2.3k 5.00 467.80
Csx Corp Stock (CSX) 0.0 $2.3k 71.00 32.63
GSK Adr (GSK) 0.0 $2.3k 60.00 38.40
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $2.3k 36.00 63.47
Crown Castle Reit (CCI) 0.0 $2.3k 22.00 102.73
Sony Group Corp Adr (SONY) 0.0 $2.2k 85.00 26.04
Dominion Energy Stock (D) 0.0 $2.2k 39.00 56.51
Applied Matls Stock (AMAT) 0.0 $2.2k 12.00 183.08
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.0 $2.2k 19.00 113.21
BP Adr (BP) 0.0 $2.1k 69.00 29.93
Chefs Whse Stock (CHEF) 0.0 $2.0k 32.00 63.81
Recursion Pharmaceuticals Inc Cl A Stock (RXRX) 0.0 $2.0k 400.00 5.06
Danaher Corporation Stock (DHR) 0.0 $1.8k 9.00 197.56
Medtronic Stock (MDT) 0.0 $1.7k 19.00 87.16
Ametek Stock (AME) 0.0 $1.6k 9.00 181.00
United Airls Hldgs Stock (UAL) 0.0 $1.6k 20.00 79.65
Edwards Lifesciences Corp Stock (EW) 0.0 $1.6k 20.00 78.20
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $1.5k 16.00 91.00
Yum Brands Stock (YUM) 0.0 $1.2k 8.00 148.12
Target Corp Stock (TGT) 0.0 $987.000000 10.00 98.70
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $675.998400 59.00 11.46
Vanguard Total Bond Market Etf Etf (BND) 0.0 $663.000300 9.00 73.67
Newsmax Inc Com Shs Class B Stock (NMAX) 0.0 $605.000000 40.00 15.12
Taysha Gene Therapies Stock (TSHA) 0.0 $600.990000 260.00 2.31
Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ) 0.0 $531.000000 5.00 106.20
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $514.000000 4.00 128.50
Roundhill Magnificent Seven Etf Etf (MAGS) 0.0 $447.000000 8.00 55.88
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 0.0 $401.000000 5.00 80.20
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $329.000000 2.00 164.50
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $286.000000 1.00 286.00
Sibanye Stillwater Adr (SBSW) 0.0 $253.001000 35.00 7.23
Vanguard Energy Etf Etf (VDE) 0.0 $250.000000 2.00 125.00
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $201.999900 3.00 67.33
Echostar Corp Cl A Stock (SATS) 0.0 $194.000100 7.00 27.71
Cnfinance Hldgs Ltd Spon Ads Adr (CNF) 0.0 $163.000000 250.00 0.65
Editas Medicine Stock (EDIT) 0.0 $143.000000 65.00 2.20
Viatris Stock (VTRS) 0.0 $107.000400 12.00 8.92
Amentum Holdings Stock (AMTM) 0.0 $94.000000 4.00 23.50
American Airls Group Stock (AAL) 0.0 $78.999900 7.00 11.29
Fidelity Disruptive Technology Etf Etf (FDTX) 0.0 $78.000000 2.00 39.00
Avantis International Equity Etf Etf (AVDE) 0.0 $74.000000 1.00 74.00
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.0 $66.000000 1.00 66.00
Beamr Imaging Ltd Ordinary Stock (BMR) 0.0 $44.000600 14.00 3.14
Uniti Group Reit 0.0 $35.000000 8.00 4.38
Gossamer Bio Stock (GOSS) 0.0 $31.000000 25.00 1.24
Invesco Msci Global Timber Etf Etf (CUT) 0.0 $30.000000 1.00 30.00
Invesco Db Oil Fund Etf (DBO) 0.0 $27.000000 2.00 13.50
First Trust Natural Gas Etf Etf (FCG) 0.0 $23.000000 1.00 23.00
Red Cat Hldgs Stock (RCAT) 0.0 $15.000000 2.00 7.50
Twin Vee Powercats Stock (VEEE) 0.0 $2.000000 1.00 2.00