Morton Brown Family Wealth

Morton Brown Family Wealth as of Dec. 31, 2025

Portfolio Holdings for Morton Brown Family Wealth

Morton Brown Family Wealth holds 294 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
Schwab U.s. Broad Market Etf Etf (SCHB) 27.5 $101M 3.8M 26.23
Avantis Emerging Markets Equity Etf Etf (AVEM) 9.5 $35M 455k 77.02
Vanguard Ftse Developed Markets Etf Etf (VEA) 8.4 $31M 492k 62.47
Avantis U.s. Small Cap Value Etf Etf (AVUV) 6.3 $23M 225k 101.98
Avantis International Small Cap Value Etf Etf (AVDV) 6.0 $22M 236k 93.97
Ishares National Muni Bond Etf Etf (MUB) 5.0 $18M 171k 107.11
Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 4.6 $17M 675k 25.08
Spdr S&p 500 Etf Trust Etf (SPY) 4.1 $15M 22k 681.92
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 3.5 $13M 155k 83.75
Ishares Global Reit Etf Etf (REET) 3.2 $12M 472k 24.95
Vanguard Total International Bond Etf Etf (BNDX) 3.0 $11M 226k 48.32
Pimco Intermed Muni Bond Etf (MUNI) 2.4 $8.9M 170k 52.41
Ishares Short-term National Muni Bond Etf Etf (SUB) 1.6 $5.7M 54k 106.70
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 1.5 $5.4M 68k 79.73
Ishares Msci Eafe Etf Etf (EFA) 0.9 $3.2M 34k 96.03
Schwab International Small-cap Equity Etf Etf (SCHC) 0.9 $3.2M 70k 45.53
Ishares Core High Dividend Etf Etf (HDV) 0.8 $2.8M 23k 121.61
Ishares Core Msci Eafe Etf Etf (IEFA) 0.7 $2.5M 27k 89.46
Apple Stock (AAPL) 0.7 $2.4M 8.8k 271.87
Microsoft Corp Stock (MSFT) 0.6 $2.1M 4.4k 483.61
Vanguard Small-cap Etf Etf (VB) 0.6 $2.1M 8.2k 257.95
Invesco Qqq Trust Series I Etf (QQQ) 0.5 $2.0M 3.2k 614.34
Vanguard Total Stock Market Etf Etf (VTI) 0.4 $1.6M 4.9k 335.27
Broadcom Stock (AVGO) 0.4 $1.5M 4.4k 346.10
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.4 $1.5M 27k 53.76
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.3 $1.2M 36k 32.89
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.3 $1.1M 8.0k 143.33
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $1.1M 7.7k 148.98
Ishares Russell 2000 Etf Etf (IWM) 0.3 $1.1M 4.3k 246.16
Vanguard Total International Stock Etf Etf (VXUS) 0.3 $945k 13k 75.44
Air Prods & Chems Stock (APD) 0.2 $739k 3.0k 247.02
Nvidia Corporation Stock (NVDA) 0.2 $700k 3.8k 186.48
Bank America Corp Stock (BAC) 0.2 $650k 12k 55.00
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.2 $628k 6.6k 95.09
Mcdonalds Corp Stock (MCD) 0.1 $528k 1.7k 305.66
Schwab International Equity Etf Etf (SCHF) 0.1 $430k 18k 24.04
Avantis Real Estate Etf Etf (AVRE) 0.1 $425k 9.8k 43.53
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) 0.1 $420k 6.5k 65.01
Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $413k 1.5k 279.14
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $397k 15k 26.91
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $388k 566.00 684.94
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $355k 706.00 502.65
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.1 $346k 5.4k 64.04
Crossamerica Partners Lp Ut Ltd Ptn Int Stock (CAPL) 0.1 $336k 16k 20.60
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $322k 7.3k 44.41
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $321k 678.00 472.98
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.1 $314k 3.5k 90.97
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $300k 9.2k 32.62
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.1 $283k 6.4k 44.17
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $277k 6.0k 45.98
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) 0.1 $274k 12k 22.97
Interdigital Stock (IDCC) 0.1 $271k 850.00 318.38
Vanguard Real Estate Etf Etf (VNQ) 0.1 $270k 3.1k 88.50
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $264k 4.0k 66.00
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $262k 2.3k 113.72
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG) 0.1 $233k 1.9k 120.20
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $225k 718.00 312.91
Amgen Stock (AMGN) 0.1 $220k 671.00 327.31
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.1 $205k 8.7k 23.67
Qualcomm Stock (QCOM) 0.1 $198k 1.2k 171.05
Northrop Grumman Corp Stock (NOC) 0.1 $197k 345.00 570.57
Spdr Gold Shares Etf (GLD) 0.1 $195k 493.00 396.31
Rtx Corporation Stock (RTX) 0.1 $195k 1.1k 183.34
Disney Walt Stock (DIS) 0.0 $182k 1.6k 113.77
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.0 $181k 2.7k 67.13
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN) 0.0 $178k 3.7k 47.94
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.0 $177k 7.6k 23.38
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $175k 1.5k 119.35
Caterpillar Stock (CAT) 0.0 $166k 290.00 572.87
Amazon Stock (AMZN) 0.0 $165k 714.00 230.82
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $164k 529.00 310.24
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.0 $164k 7.1k 23.23
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.0 $154k 2.6k 59.93
Walmart Stock (WMT) 0.0 $148k 1.3k 111.43
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.0 $147k 1.8k 81.01
Johnson & Johnson Stock (JNJ) 0.0 $140k 676.00 206.95
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 0.0 $140k 1.2k 121.28
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $139k 2.8k 50.29
Exxon Mobil Corp Stock (XOM) 0.0 $138k 1.2k 120.29
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $134k 2.5k 53.88
Comerica Stock 0.0 $132k 1.5k 86.93
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $124k 1.8k 69.42
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.0 $118k 4.7k 25.24
Union Pac Corp Stock (UNP) 0.0 $117k 507.00 231.26
Paychex Stock (PAYX) 0.0 $111k 985.00 112.18
Vanguard Extended Market Etf Etf (VXF) 0.0 $105k 500.00 209.27
American Wtr Wks Stock (AWK) 0.0 $91k 700.00 130.50
Corning Stock (GLW) 0.0 $88k 1.0k 87.56
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $87k 2.9k 30.07
International Business Machs Stock (IBM) 0.0 $87k 292.00 296.21
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $84k 383.00 219.97
Nextera Energy Stock (NEE) 0.0 $83k 1.0k 80.28
3M Stock (MMM) 0.0 $80k 500.00 160.10
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $79k 471.00 167.94
Ameriprise Finl Stock (AMP) 0.0 $78k 159.00 490.34
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $78k 645.00 120.18
Advanced Micro Devices Stock (AMD) 0.0 $75k 350.00 214.16
Eli Lilly & Co Stock (LLY) 0.0 $73k 68.00 1074.68
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $72k 150.00 480.57
Vanguard Value Etf Etf (VTV) 0.0 $72k 374.00 191.04
Vanguard Growth Etf Etf (VUG) 0.0 $70k 143.00 487.86
Home Depot Stock (HD) 0.0 $67k 195.00 344.87
Block Inc Cl A Stock (XYZ) 0.0 $65k 1.0k 65.09
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $63k 200.00 313.80
Tesla Stock (TSLA) 0.0 $61k 136.00 449.72
Dimensional International Small Cap Value Etf Etf (DISV) 0.0 $60k 1.6k 38.00
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $59k 578.00 102.54
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $58k 211.00 275.39
Cisco Sys Stock (CSCO) 0.0 $57k 734.00 77.00
Ge Aerospace Stock (GE) 0.0 $53k 171.00 308.03
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.0 $53k 340.00 154.85
Universal Display Corp Stock (OLED) 0.0 $51k 434.00 116.78
Meta Platforms Inc Cl A Stock (META) 0.0 $50k 75.00 660.09
Gilead Sciences Stock (GILD) 0.0 $47k 387.00 122.60
Goldman Sachs Group Stock (GS) 0.0 $47k 53.00 886.21
Jpmorgan Chase & Co Stock (JPM) 0.0 $47k 146.00 321.29
Sei Enhanced U.s. Large Cap Value Factor Etf Etf (SEIV) 0.0 $46k 1.1k 41.50
Talen Energy Corp Stock (TLN) 0.0 $45k 120.00 374.84
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $45k 1.6k 27.43
Sei Enhanced U.s. Large Cap Momentum Factor Etf Etf (SEIM) 0.0 $44k 963.00 46.13
Wheaton Precious Metals Corp Stock (WPM) 0.0 $42k 358.00 117.52
Costco Whsl Corp Stock (COST) 0.0 $42k 48.00 871.19
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $41k 764.00 53.83
Cognizant Technology Solutions Cl A Stock (CTSH) 0.0 $41k 488.00 82.94
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.0 $40k 486.00 82.75
Emerson Elec Stock (EMR) 0.0 $40k 300.00 132.72
Omnicom Group Stock (OMC) 0.0 $37k 459.00 80.75
Phillips 66 Stock (PSX) 0.0 $36k 282.00 129.04
Vaneck Gold Miners Etf Etf (GDX) 0.0 $36k 424.00 85.77
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $31k 175.00 177.75
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $30k 1.1k 28.48
Vanguard Information Technology Etf Etf (VGT) 0.0 $30k 40.00 753.77
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.0 $29k 891.00 32.75
Ge Vernova Stock (GEV) 0.0 $27k 42.00 653.57
Southern Stock (SO) 0.0 $27k 314.00 87.20
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $27k 127.00 210.34
Pfizer Stock (PFE) 0.0 $26k 1.1k 24.91
Abbvie Stock (ABBV) 0.0 $26k 114.00 228.49
Woodward Stock (WWD) 0.0 $24k 80.00 302.32
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.0 $24k 268.00 90.00
Procter And Gamble Stock (PG) 0.0 $24k 164.00 143.31
Ugi Corp Stock (UGI) 0.0 $24k 627.00 37.46
Tapestry Stock (TPR) 0.0 $23k 183.00 127.64
Micron Technology Stock (MU) 0.0 $23k 81.00 285.41
Keycorp Stock (KEY) 0.0 $23k 1.1k 20.64
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $23k 202.00 113.78
Vanguard Utilities Etf Etf (VPU) 0.0 $23k 124.00 184.52
Ishares Semiconductor Etf Etf (SOXX) 0.0 $23k 75.00 301.15
Alibaba Group Hldg Adr (BABA) 0.0 $22k 150.00 146.58
Oklo Inc Com Cl A Stock (OKLO) 0.0 $22k 300.00 71.76
Sei Enhanced U.s. Large Cap Quality Factor Etf Etf (SEIQ) 0.0 $21k 548.00 38.93
First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW) 0.0 $21k 150.00 142.13
Truist Finl Corp Stock (TFC) 0.0 $21k 424.00 49.21
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $20k 150.00 135.72
Netflix Stock (NFLX) 0.0 $19k 200.00 93.76
United Parcel Service Inc Cl B Stock (UPS) 0.0 $18k 182.00 99.19
Us Bancorp Del Stock (USB) 0.0 $18k 337.00 53.42
Chevron Corp Stock (CVX) 0.0 $18k 118.00 152.41
Astrazeneca Adr 0.0 $18k 195.00 91.93
Cummins Stock (CMI) 0.0 $18k 34.00 516.59
Morgan Stanley Stock (MS) 0.0 $17k 98.00 177.53
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA) 0.0 $17k 193.00 89.56
Deere & Co Stock (DE) 0.0 $17k 37.00 465.57
Conocophillips Stock (COP) 0.0 $17k 178.00 93.61
Nrg Energy Stock (NRG) 0.0 $16k 100.00 159.24
Viking Therapeutics Stock (VKTX) 0.0 $16k 450.00 35.18
Royal Gold Stock (RGLD) 0.0 $16k 70.00 222.29
Vanguard Mid-cap Etf Etf (VO) 0.0 $15k 53.00 290.23
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 0.0 $15k 164.00 93.30
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.0 $15k 440.00 33.08
State Str Corp Stock (STT) 0.0 $14k 107.00 128.85
Cencora Stock (COR) 0.0 $14k 40.00 337.75
Starbucks Corp Stock (SBUX) 0.0 $14k 160.00 84.29
Fidelity High Dividend Etf Etf (FDVV) 0.0 $13k 236.00 56.69
Ishares Biotechnology Etf Etf (IBB) 0.0 $13k 79.00 168.75
Verizon Communications Stock (VZ) 0.0 $13k 324.00 40.73
Boeing Stock (BA) 0.0 $13k 60.00 217.12
Abbott Labs Stock (ABT) 0.0 $13k 103.00 125.29
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $13k 70.00 181.21
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.0 $13k 82.00 154.48
Tractor Supply Stock (TSCO) 0.0 $13k 251.00 50.10
Merck & Co Stock (MRK) 0.0 $13k 119.00 105.26
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.0 $12k 216.00 57.58
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $12k 181.00 67.22
Sap Se Adr (SAP) 0.0 $12k 48.00 242.92
Salesforce Stock (CRM) 0.0 $12k 44.00 264.91
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $12k 38.00 302.11
Bristol-myers Squibb Stock (BMY) 0.0 $11k 200.00 53.94
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS) 0.0 $11k 106.00 101.72
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $11k 105.00 102.39
Philip Morris Intl Stock (PM) 0.0 $11k 67.00 159.39
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $11k 354.00 29.61
Intuitive Surgical Stock (ISRG) 0.0 $10k 18.00 566.33
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.0 $10k 45.00 225.96
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $10k 82.00 123.26
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $9.9k 200.00 49.65
Solventum Corp Stock (SOLV) 0.0 $9.9k 125.00 79.24
Prudential Finl Stock (PRU) 0.0 $9.6k 85.00 112.88
Jacobs Solutions Stock (J) 0.0 $9.5k 72.00 131.89
Wells Fargo Stock (WFC) 0.0 $9.3k 100.00 93.20
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.0 $9.2k 64.00 143.97
Ppl Corp Stock (PPL) 0.0 $9.1k 260.00 35.06
General Dynamics Corp Stock (GD) 0.0 $9.1k 27.00 336.67
Global X Silver Miners Etf Etf (SIL) 0.0 $8.9k 107.00 83.52
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) 0.0 $8.6k 259.00 33.02
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.0 $8.4k 154.00 54.65
Uber Technologies Stock (UBER) 0.0 $8.2k 100.00 81.71
Vanguard Consumer Discretionary Etf Etf (VCR) 0.0 $7.9k 20.00 395.35
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM) 0.0 $7.8k 163.00 47.99
Interactive Brokers Group Inc Com Cl A Stock (IBKR) 0.0 $7.5k 116.00 64.31
Unitedhealth Group Stock (UNH) 0.0 $7.3k 22.00 330.09
Freeport-mcmoran Inc Cl B Stock (FCX) 0.0 $6.9k 135.00 50.79
At&t Stock (T) 0.0 $6.5k 263.00 24.85
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.0 $6.5k 84.00 77.68
Visa Inc Com Cl A Stock (V) 0.0 $6.3k 18.00 350.72
Dell Technologies Inc Cl C Stock (DELL) 0.0 $6.3k 50.00 125.88
Dutch Bros Inc Cl A Stock (BROS) 0.0 $6.1k 100.00 61.22
Freshpet Stock (FRPT) 0.0 $6.1k 100.00 60.93
Coca Cola Stock (KO) 0.0 $5.9k 85.00 69.91
Guardant Health Stock (GH) 0.0 $5.9k 58.00 102.14
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $5.8k 51.00 113.92
Reaves Util Income Fd Com Sh Ben Int Cef (UTG) 0.0 $5.8k 157.00 36.66
The Cigna Group Stock (CI) 0.0 $5.6k 20.00 278.95
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.0 $5.5k 285.00 19.39
Snowflake Stock (SNOW) 0.0 $5.5k 25.00 219.36
Icon Stock (ICLR) 0.0 $5.5k 30.00 182.23
Toast Inc Cl A Stock (TOST) 0.0 $5.3k 150.00 35.51
Mp Materials Corp Com Cl A Stock (MP) 0.0 $5.1k 100.00 50.52
Hershey Stock (HSY) 0.0 $4.9k 27.00 181.96
United Bankshares Inc West Va Stock (UBSI) 0.0 $4.8k 124.00 38.40
Mastercard Incorporated Cl A Stock (MA) 0.0 $4.6k 8.00 570.88
Adams Diversified Equity Cef (ADX) 0.0 $4.5k 194.00 23.32
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.0 $4.5k 60.00 75.17
Ocean Pwr Technologies Stock (OPTT) 0.0 $4.3k 14k 0.30
Palo Alto Networks Stock (PANW) 0.0 $4.1k 22.00 184.18
Altria Group Stock (MO) 0.0 $3.5k 60.00 57.67
Global X Artificial Intelligence & Technology Etf Etf (AIQ) 0.0 $3.3k 65.00 50.86
Applied Matls Stock (AMAT) 0.0 $3.1k 12.00 257.00
Ulta Beauty Stock (ULTA) 0.0 $3.0k 5.00 605.00
Monster Beverage Corp Stock (MNST) 0.0 $3.0k 39.00 76.67
Cava Group Stock (CAVA) 0.0 $2.9k 50.00 58.70
Spotify Technology S A Stock (SPOT) 0.0 $2.9k 5.00 580.80
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.0 $2.7k 28.00 97.75
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $2.6k 113.00 23.03
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.0 $2.6k 19.00 136.74
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $2.6k 36.00 71.42
Humana Stock (HUM) 0.0 $2.6k 10.00 256.10
Lockheed Martin Corp Stock (LMT) 0.0 $2.4k 5.00 483.60
Sanofi Sa Adr (SNY) 0.0 $2.4k 49.00 48.47
Innovative Indl Pptys Reit (IIPR) 0.0 $2.3k 49.00 47.37
Dominion Energy Stock (D) 0.0 $2.3k 39.00 58.59
Linde Stock (LIN) 0.0 $2.1k 5.00 426.40
First Trust Enhanced Short Maturity Etf Etf (FTSM) 0.0 $2.1k 35.00 59.94
Raymond James Finl Stock (RJF) 0.0 $2.1k 13.00 160.62
T-mobile Us Stock (TMUS) 0.0 $2.0k 10.00 203.00
Chefs Whse Stock (CHEF) 0.0 $2.0k 32.00 62.34
Honeywell Intl Stock (HON) 0.0 $2.0k 10.00 195.10
American Tower Corp Reit (AMT) 0.0 $1.9k 11.00 175.55
Ametek Stock (AME) 0.0 $1.8k 9.00 205.33
Oshkosh Corp Stock (OSK) 0.0 $1.8k 14.00 125.64
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $1.7k 59.00 28.81
Recursion Pharmaceuticals Inc Cl A Stock (RXRX) 0.0 $1.6k 400.00 4.09
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $1.6k 16.00 96.88
Public Svc Enterprise Grp Stock (PEG) 0.0 $1.5k 19.00 80.32
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $1.4k 30.00 45.90
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $1.3k 6.00 214.67
Howmet Aerospace Stock (HWM) 0.0 $1.2k 6.00 205.00
Thermo Fisher Scientific Stock (TMO) 0.0 $1.2k 2.00 579.50
Medtronic Stock (MDT) 0.0 $1.2k 12.00 96.08
Pepsico Stock (PEP) 0.0 $1.1k 8.00 143.50
Colgate Palmolive Stock (CL) 0.0 $1.1k 14.00 79.00
Stag Indl Reit (STAG) 0.0 $1.1k 30.00 36.77
Adobe Stock (ADBE) 0.0 $1.1k 3.00 350.00
Target Corp Stock (TGT) 0.0 $978.000000 10.00 97.80
Sherwin Williams Stock (SHW) 0.0 $972.000000 3.00 324.00
Lowes Cos Stock (LOW) 0.0 $965.000000 4.00 241.25
Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ) 0.0 $850.000000 5.00 170.00
Ishares U.s. Pharmaceuticals Etf Etf (IHE) 0.0 $763.000200 9.00 84.78
Vanguard Total Bond Market Etf Etf (BND) 0.0 $666.999900 9.00 74.11
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.0 $574.999500 15.00 38.33
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $566.000000 4.00 141.50
Sibanye Stillwater Adr (SBSW) 0.0 $498.998500 35.00 14.26
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 0.0 $399.000000 5.00 79.80
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $355.000000 2.00 177.50
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $323.000000 1.00 323.00
Newsmax Inc Com Shs Class B Stock (NMAX) 0.0 $309.000000 40.00 7.72
8X8 Stock (EGHT) 0.0 $197.000000 100.00 1.97
Cnfinance Hldgs Adr (CNF) 0.0 $151.000000 25.00 6.04
Viatris Stock (VTRS) 0.0 $149.000400 12.00 12.42
Amentum Holdings Stock (AMTM) 0.0 $116.000000 4.00 29.00
Solstice Advanced Matls Stock (SOLS) 0.0 $97.000000 2.00 48.50
Gossamer Bio Stock (GOSS) 0.0 $78.000000 25.00 3.12
Silvercorp Metals Stock (SVM) 0.0 $57.999900 7.00 8.29
Uniti Group Reit 0.0 $28.000000 4.00 7.00