Morton Brown Family Wealth

Morton Brown Family Wealth as of March 31, 2026

Portfolio Holdings for Morton Brown Family Wealth

Morton Brown Family Wealth holds 292 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U.s. Broad Market Etf Etf (SCHB) 26.7 $101M 4.0M 25.10
Avantis Emerging Markets Equity Etf Etf (AVEM) 9.9 $38M 465k 80.58
Vanguard Ftse Developed Markets Etf Etf (VEA) 8.6 $33M 508k 64.08
Avantis U.s. Small Cap Value Etf Etf (AVUV) 6.8 $26M 233k 110.47
Avantis International Small Cap Value Etf Etf (AVDV) 6.4 $24M 242k 99.86
Ishares National Muni Bond Etf Etf (MUB) 4.9 $19M 175k 106.15
Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 4.6 $18M 702k 24.91
State Street Spdr S&p 500 Etf Etf (SPY) 3.8 $14M 22k 650.34
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 3.6 $14M 163k 82.75
Ishares Global Reit Etf Etf (REET) 3.3 $12M 491k 25.15
Vanguard Total International Bond Etf Etf (BNDX) 3.0 $11M 237k 48.05
Pimco Intermed Muni Bond Etf (MUNI) 2.5 $9.4M 181k 52.19
Ishares Short-term National Muni Bond Etf Etf (SUB) 1.6 $5.9M 55k 106.50
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 1.5 $5.5M 70k 79.27
Ishares Msci Eafe Etf Etf (EFA) 0.9 $3.3M 34k 97.13
Schwab International Small-cap Equity Etf Etf (SCHC) 0.8 $3.2M 69k 46.74
Ishares Core High Dividend Etf Etf (HDV) 0.8 $3.0M 22k 135.72
Ishares Core Msci Eafe Etf Etf (IEFA) 0.7 $2.5M 27k 90.53
Apple Stock (AAPL) 0.6 $2.2M 8.6k 253.79
Vanguard Small-cap Etf Etf (VB) 0.6 $2.1M 8.1k 261.92
Invesco Qqq Trust Series I Etf (QQQ) 0.5 $1.9M 3.3k 577.09
Microsoft Corp Stock (MSFT) 0.4 $1.6M 4.5k 370.16
Vanguard Total Stock Market Etf Etf (VTI) 0.4 $1.6M 4.9k 320.81
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.4 $1.4M 27k 54.05
Broadcom Stock (AVGO) 0.3 $1.3M 4.1k 309.51
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.3 $1.3M 36k 35.04
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.3 $1.2M 8.0k 145.79
Ishares Russell 2000 Etf Etf (IWM) 0.3 $1.1M 4.3k 248.00
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $1.0M 7.3k 141.42
Vanguard Total International Stock Etf Etf (VXUS) 0.3 $955k 12k 77.11
Air Products And Chemicals Stock (APD) 0.2 $869k 3.0k 290.49
Nvidia Corporation Stock (NVDA) 0.2 $619k 3.5k 174.38
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.2 $595k 6.2k 95.62
Bank Of Amer Corp Stock (BAC) 0.2 $576k 12k 48.75
Mcdonalds Corp Stock (MCD) 0.1 $537k 1.7k 310.71
Schwab International Equity Etf Etf (SCHF) 0.1 $443k 18k 24.75
Avantis Real Estate Etf Etf (AVRE) 0.1 $426k 9.7k 44.02
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) 0.1 $416k 6.5k 64.35
Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $381k 1.5k 257.35
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $356k 545.00 653.21
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.1 $350k 5.4k 64.73
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $341k 7.5k 45.65
Crossamerica Partners Lp Ut Ltd Ptn Int Stock (CAPL) 0.1 $339k 16k 20.78
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $338k 706.00 479.20
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.1 $322k 3.4k 94.58
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $317k 12k 25.64
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $300k 6.0k 49.89
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $289k 678.00 426.11
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.1 $275k 6.0k 45.47
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) 0.1 $273k 12k 22.68
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $273k 2.3k 118.45
Vanguard Real Estate Etf Etf (VNQ) 0.1 $271k 3.1k 88.69
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $268k 9.2k 29.13
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $262k 5.6k 47.02
Interdigital Stock (IDCC) 0.1 $257k 850.00 302.00
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG) 0.1 $242k 1.9k 125.03
Amgen Stock (AMGN) 0.1 $236k 671.00 351.85
Northrop Grumman Corp Stock (NOC) 0.1 $236k 345.00 682.66
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN) 0.1 $232k 4.9k 47.47
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.1 $231k 10k 23.14
Spdr Gold Shares Etf (GLD) 0.1 $212k 493.00 430.29
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $212k 736.00 287.56
Caterpillar Stock (CAT) 0.1 $206k 290.00 708.46
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.1 $205k 8.8k 23.32
Rtx Corporation Stock (RTX) 0.1 $204k 1.1k 192.85
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.1 $203k 7.1k 28.71
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $202k 3.0k 67.53
Exxon Mobil Corp Stock (XOM) 0.1 $195k 1.2k 169.65
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.0 $185k 2.7k 68.47
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $174k 1.5k 118.60
Disney Walt Stock (DIS) 0.0 $173k 1.8k 96.40
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $173k 529.00 327.07
Johnson & Johnson Stock (JNJ) 0.0 $165k 676.00 244.44
Walmart Stock (WMT) 0.0 $165k 1.3k 124.27
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.0 $155k 6.2k 25.07
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.0 $153k 2.6k 59.55
Qualcomm Stock (QCOM) 0.0 $149k 1.2k 128.78
Amazon Stock (AMZN) 0.0 $149k 714.00 208.27
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.0 $148k 1.8k 81.50
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 0.0 $143k 1.2k 124.46
Corning Stock (GLW) 0.0 $136k 1.0k 135.97
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $132k 2.5k 53.22
Fifth Third Bancorp Stock (FITB) 0.0 $131k 2.8k 46.46
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $126k 1.8k 70.18
Union Pac Corp Stock (UNP) 0.0 $123k 508.00 242.40
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.0 $122k 4.9k 24.80
Vanguard Extended Market Etf Etf (VXF) 0.0 $103k 500.00 205.98
Nextera Energy Stock (NEE) 0.0 $96k 1.0k 92.88
American Wtr Wks Stock (AWK) 0.0 $95k 700.00 136.09
Paychex Stock (PAYX) 0.0 $91k 985.00 92.12
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $89k 2.9k 30.96
Jpmorgan Chase & Co Stock (JPM) 0.0 $87k 296.00 294.26
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $83k 211.00 391.76
Ishares U.s. Technology Etf Etf (IYW) 0.0 $82k 452.00 181.42
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $81k 377.00 215.11
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $79k 636.00 124.31
Village Super Mkt Inc Cl A Stock (VLGEA) 0.0 $77k 1.8k 42.23
Vanguard Value Etf Etf (VTV) 0.0 $74k 375.00 196.05
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $73k 471.00 155.11
3M Stock (MMM) 0.0 $73k 500.00 145.23
Advanced Micro Devices Stock (AMD) 0.0 $71k 350.00 203.43
International Business Machs Stock (IBM) 0.0 $71k 292.00 242.39
Ameriprise Finl Stock (AMP) 0.0 $71k 159.00 444.40
Dimensional International Small Cap Value Etf Etf (DISV) 0.0 $70k 1.8k 39.44
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $70k 150.00 463.19
Home Depot Stock (HD) 0.0 $65k 196.00 329.00
Vanguard S&p 500 Etf Etf (VOO) 0.0 $63k 106.00 597.55
Eli Lilly & Co Stock (LLY) 0.0 $63k 68.00 919.76
Vanguard Growth Etf Etf (VUG) 0.0 $63k 143.00 436.79
Block Inc Cl A Stock (XYZ) 0.0 $60k 1.0k 60.18
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $59k 578.00 102.25
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $57k 200.00 286.86
Cisco Sys Stock (CSCO) 0.0 $57k 734.00 77.56
Meta Platforms Inc Cl A Stock (META) 0.0 $54k 95.00 572.13
Gilead Sciences Stock (GILD) 0.0 $54k 389.00 139.34
Phillips 66 Stock (PSX) 0.0 $51k 282.00 182.18
Costco Wholesale Corporation Stock (COST) 0.0 $51k 52.00 987.46
Tesla Stock (TSLA) 0.0 $51k 136.00 371.75
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $50k 1.6k 30.68
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.0 $50k 341.00 146.67
Ge Aerospace Stock (GE) 0.0 $49k 171.00 283.77
Wheaton Precious Metals Corp Stock (WPM) 0.0 $47k 358.00 131.01
Goldman Sachs Group Stock (GS) 0.0 $46k 54.00 841.78
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $44k 764.00 57.64
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.0 $41k 488.00 83.35
Universal Display Corp Stock (OLED) 0.0 $40k 434.00 91.66
Emerson Elec Stock (EMR) 0.0 $39k 300.00 131.02
Vaneck Gold Miners Etf Etf (GDX) 0.0 $39k 424.00 91.77
Talen Energy Corp Stock (TLN) 0.0 $38k 120.00 319.23
Ge Vernova Stock (GEV) 0.0 $37k 42.00 872.90
Omnicom Group Stock (OMC) 0.0 $35k 459.00 75.31
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $33k 225.00 146.28
Pfizer Stock (PFE) 0.0 $33k 1.2k 28.09
Southern Stock (SO) 0.0 $30k 314.00 96.52
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.0 $29k 891.00 32.95
Ceco Environmental Corp Stock (CECO) 0.0 $29k 481.00 59.58
Woodward Stock (WWD) 0.0 $29k 80.00 357.93
Vanguard Information Technology Etf Etf (VGT) 0.0 $28k 40.00 697.73
Micron Technology Stock (MU) 0.0 $27k 81.00 337.84
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $27k 127.00 213.67
Tapestry Stock (TPR) 0.0 $26k 183.00 141.35
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.0 $25k 268.00 94.24
Abbvie Stock (ABBV) 0.0 $25k 114.00 217.49
Ishares Semiconductor Etf Etf (SOXX) 0.0 $25k 75.00 328.67
Vanguard Utilities Etf Etf (VPU) 0.0 $25k 124.00 198.58
Chevron Corporation Stock (CVX) 0.0 $24k 118.00 206.90
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $24k 202.00 120.04
Netflix Stock (NFLX) 0.0 $24k 250.00 96.15
Procter & Gamble Stock (PG) 0.0 $24k 164.00 144.44
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.0 $24k 684.00 34.55
Conocophillips Stock (COP) 0.0 $24k 178.00 132.00
Ugi Corp Stock (UGI) 0.0 $23k 627.00 36.45
Keycorp Stock (KEY) 0.0 $22k 1.1k 20.05
Deere & Co Stock (DE) 0.0 $21k 37.00 563.30
Ocean Pwr Technologies Stock (OPTT) 0.0 $20k 58k 0.35
Truist Finl Corp Stock (TFC) 0.0 $20k 427.00 46.00
Astrazeneca Plc Ord Adr (AZN) 0.0 $19k 97.00 197.22
First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW) 0.0 $19k 150.00 126.97
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $19k 150.00 126.28
Alibaba Group Hldg Adr (BABA) 0.0 $19k 150.00 125.46
Cummins Stock (CMI) 0.0 $19k 34.00 544.50
Royal Gold Stock (RGLD) 0.0 $18k 70.00 254.49
Us Bancorp Stock (USB) 0.0 $18k 341.00 51.95
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA) 0.0 $17k 194.00 88.49
Verizon Communications Stock (VZ) 0.0 $16k 324.00 50.20
Morgan Stanley Stock (MS) 0.0 $16k 98.00 164.57
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 0.0 $16k 164.00 94.73
Vanguard Mid-cap Etf Etf (VO) 0.0 $15k 53.00 287.19
Oklo Inc Com Cl A Stock (OKLO) 0.0 $15k 300.00 49.59
Starbucks Corp Stock (SBUX) 0.0 $15k 165.00 89.67
Viking Therapeutics Stock (VKTX) 0.0 $15k 450.00 32.54
Nrg Energy Stock (NRG) 0.0 $15k 100.00 146.14
Merck & Co Stock (MRK) 0.0 $14k 119.00 120.29
United Parcel Svcs Inc Cl B Stock (UPS) 0.0 $14k 144.00 98.38
State Str Corp Stock (STT) 0.0 $14k 107.00 126.41
Ishares Biotechnology Etf Etf (IBB) 0.0 $13k 79.00 168.95
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $13k 70.00 189.59
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.0 $13k 82.00 161.05
Fidelity High Dividend Etf Etf (FDVV) 0.0 $13k 236.00 55.24
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $13k 181.00 69.75
Cencora Stock (COR) 0.0 $13k 40.00 314.15
Bristol-myers Squibb Stock (BMY) 0.0 $12k 200.00 60.65
Spotify Technology S A Stock (SPOT) 0.0 $12k 25.00 484.92
Boeing Stock (BA) 0.0 $12k 60.00 199.03
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.0 $12k 216.00 55.20
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $12k 38.00 302.26
Tractor Supply Stock (TSCO) 0.0 $11k 251.00 45.38
Prudential Finl Stock (PRU) 0.0 $11k 113.00 97.69
Philip Morris Intl Stock (PM) 0.0 $11k 67.00 164.30
Unitedhealth Group Stock (UNH) 0.0 $11k 40.00 270.60
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $11k 354.00 30.50
Abbott Laboratories Stock (ABT) 0.0 $11k 103.00 102.67
Ppl Corp Stock (PPL) 0.0 $10k 262.00 38.24
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS) 0.0 $9.8k 106.00 92.86
Global X Silver Miners Etf Etf (SIL) 0.0 $9.6k 107.00 90.08
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.0 $9.4k 45.00 209.24
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $9.3k 82.00 113.11
General Dynamics Corp Stock (GD) 0.0 $9.3k 27.00 343.22
Jacobs Solutions Stock (J) 0.0 $9.2k 72.00 127.10
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.0 $8.5k 64.00 132.91
Intuitive Surgical Stock (ISRG) 0.0 $8.3k 18.00 461.00
Sap Se Adr (SAP) 0.0 $8.2k 48.00 171.21
Salesforce Stock (CRM) 0.0 $8.2k 44.00 186.66
Dell Technologies Inc Cl C Stock (DELL) 0.0 $8.2k 50.00 164.14
Solventum Corp Stock (SOLV) 0.0 $8.2k 125.00 65.30
Wells Fargo & Co Stock (WFC) 0.0 $8.0k 100.00 79.61
Freeport Mcmoran Inc Cl B Stock (FCX) 0.0 $7.9k 135.00 58.78
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $7.9k 76.00 103.43
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM) 0.0 $7.8k 163.00 47.83
Interactive Brokers Group Inc Com Cl A Stock (IBKR) 0.0 $7.8k 116.00 67.07
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $7.7k 200.00 38.42
At&t Stock (T) 0.0 $7.6k 264.00 28.97
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.0 $7.6k 154.00 49.26
Vanguard Consumer Discretionary Etf Etf (VCR) 0.0 $7.2k 20.00 361.05
Uber Technologies Stock (UBER) 0.0 $7.2k 100.00 71.93
Coca Cola Stock (KO) 0.0 $6.5k 85.00 76.05
Reaves Util Income Fd Com Sh Ben Int Cef (UTG) 0.0 $6.3k 160.00 39.22
Freshpet Stock (FRPT) 0.0 $5.9k 100.00 58.96
Hershey Stock (HSY) 0.0 $5.6k 27.00 207.89
Visa Inc Com Cl A Stock (V) 0.0 $5.4k 18.00 302.22
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.0 $5.4k 285.00 19.00
The Cigna Group Stock (CI) 0.0 $5.4k 20.00 270.35
Guardant Health Stock (GH) 0.0 $5.4k 58.00 92.36
United Bankshares Inc West Va Stock (UBSI) 0.0 $5.1k 124.00 41.42
Dutch Bros Inc Cl A Stock (BROS) 0.0 $5.1k 100.00 50.66
Mp Materials Corp Com Cl A Stock (MP) 0.0 $4.8k 100.00 48.26
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.0 $4.5k 60.00 75.45
Lam Research Corp Stock (LRCX) 0.0 $4.3k 20.00 213.65
Adams Diversified Equity Cef (ADX) 0.0 $4.2k 194.00 21.89
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) 0.0 $4.1k 116.00 35.44
Applied Matls Stock (AMAT) 0.0 $4.1k 12.00 341.75
Cava Group Stock (CAVA) 0.0 $4.0k 50.00 80.90
Mastercard Incorporated Cl A Stock (MA) 0.0 $4.0k 8.00 499.62
Toast Inc Cl A Stock (TOST) 0.0 $4.0k 150.00 26.51
Altria Group Stock (MO) 0.0 $4.0k 60.00 65.98
Snowflake Stock (SNOW) 0.0 $3.8k 25.00 150.84
Palo Alto Networks Stock (PANW) 0.0 $3.5k 22.00 160.32
Icon Stock (ICLR) 0.0 $3.3k 30.00 110.67
Global X Artificial Intelligence & Technology Etf Etf (AIQ) 0.0 $3.0k 65.00 46.68
Lockheed Martin Corp Stock (LMT) 0.0 $3.0k 5.00 604.40
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.0 $2.8k 28.00 101.75
Monster Beverage Corp Stock (MNST) 0.0 $2.8k 39.00 72.46
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.0 $2.7k 19.00 142.21
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $2.6k 113.00 22.91
Linde Stock (LIN) 0.0 $2.5k 5.00 495.80
Innovative Indl Pptys Reit (IIPR) 0.0 $2.5k 49.00 50.16
Dominion Energy Stock (D) 0.0 $2.4k 39.00 61.82
Sanofi Sa Adr (SNY) 0.0 $2.4k 49.00 48.18
Honeywell Intl Stock (HON) 0.0 $2.3k 10.00 226.00
T-mobile Us Stock (TMUS) 0.0 $2.1k 10.00 210.00
Oshkosh Corp Stock (OSK) 0.0 $2.1k 14.00 147.21
Ametek Stock (AME) 0.0 $1.9k 9.00 214.33
Chefs Whse Stock (CHEF) 0.0 $1.9k 32.00 59.44
American Tower Corp Reit (AMT) 0.0 $1.9k 11.00 172.55
Raymond James Finl Stock (RJF) 0.0 $1.9k 13.00 144.77
Humana Stock (HUM) 0.0 $1.7k 10.00 173.40
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $1.6k 59.00 27.46
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $1.6k 16.00 100.62
Public Svc Enterprise Group Stock (PEG) 0.0 $1.5k 19.00 80.95
Howmet Aerospace Stock (HWM) 0.0 $1.4k 6.00 230.50
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $1.3k 6.00 218.83
Pepsico Stock (PEP) 0.0 $1.2k 8.00 155.25
Recursion Pharmaceuticals Inc Cl A Stock (RXRX) 0.0 $1.2k 400.00 3.07
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $1.2k 30.00 40.47
Colgate Palmolive Stock (CL) 0.0 $1.2k 14.00 85.21
Stag Industrial Reit (STAG) 0.0 $1.1k 30.00 36.07
Medtronic Stock (MDT) 0.0 $1.0k 12.00 86.67
Thermo Fisher Scientific Stock (TMO) 0.0 $983.000000 2.00 491.50
Sherwin Williams Stock (SHW) 0.0 $962.000100 3.00 320.67
Lowes Cos Stock (LOW) 0.0 $945.000000 4.00 236.25
Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ) 0.0 $945.000000 5.00 189.00
Ishares U.s. Pharmaceuticals Etf Etf (IHE) 0.0 $780.000300 9.00 86.67
Adobe Stock (ADBE) 0.0 $729.000000 3.00 243.00
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.0 $591.000000 15.00 39.40
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $553.000000 4.00 138.25
Opendoor Technologies Stock (OPEN) 0.0 $468.000000 100.00 4.68
Sibanye Stillwater Adr (SBSW) 0.0 $431.000500 35.00 12.31
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 0.0 $394.000000 5.00 78.80
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $369.000000 2.00 184.50
Vanguard Total Bond Market Etf Etf (BND) 0.0 $368.000000 5.00 73.60
Viatris Stock (VTRS) 0.0 $324.000000 24.00 13.50
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $314.000000 1.00 314.00
Newsmax Inc Com Shs Class B Stock (NMAX) 0.0 $209.000000 40.00 5.22
8X8 Stock (EGHT) 0.0 $166.000000 100.00 1.66
Solstice Advanced Matls Stock (SOLS) 0.0 $152.000000 2.00 76.00
Silvercorp Metals Stock (SVM) 0.0 $139.999600 13.00 10.77
Amentum Holdings Stock (AMTM) 0.0 $104.000000 4.00 26.00
Cnfinance Hldgs Adr (CNF) 0.0 $98.000000 25.00 3.92
High Tide Stock (HITI) 0.0 $46.000000 20.00 2.30
Uniti Group Reit 0.0 $38.000000 4.00 9.50
Nokia Corp Adr (NOK) 0.0 $16.000000 2.00 8.00
Gossamer Bio Stock (GOSS) 0.0 $8.000000 25.00 0.32