Morton Brown Family Wealth

Morton Brown Family Wealth as of June 30, 2026

Portfolio Holdings for Morton Brown Family Wealth

Morton Brown Family Wealth holds 416 positions in its portfolio as reported in the June 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) 28.0 $123M 4.3M 28.96
Avantis Emerging Markets Equity Etf Etf (AVEM) 10.5 $46M 481k 96.49
Vanguard Ftse Developed Markets Etf Etf (VEA) 8.6 $38M 533k 71.25
Avantis U.s. Small Cap Value Etf Etf (AVUV) 7.0 $31M 247k 124.76
Avantis International Small Cap Value Etf Etf (AVDV) 6.0 $26M 255k 103.05
Ishares National Muni Bond Etf Etf (MUB) 4.9 $22M 203k 107.62
Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 4.3 $19M 763k 24.66
State Street Spdr S&p 500 Etf Etf (SPY) 3.8 $17M 22k 746.77
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 3.4 $15M 181k 82.65
Ishares Global Reit Etf Etf (REET) 3.3 $14M 520k 27.62
Vanguard Total International Bond Etf Etf (BNDX) 2.8 $12M 257k 48.43
Pimco Intermed Muni Bond Etf (MUNI) 2.3 $10M 190k 52.60
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 1.4 $6.0M 77k 79.03
Ishares Short-term National Muni Bond Etf Etf (SUB) 1.3 $5.9M 56k 106.47
Ishares Msci Eafe Etf Etf (EFA) 0.8 $3.5M 33k 103.88
Schwab International Small-cap Equity Etf Etf (SCHC) 0.7 $3.3M 69k 48.12
Ishares Core High Dividend Etf Etf (HDV) 0.7 $3.0M 108k 27.41
Ishares Core Msci Eafe Etf Etf (IEFA) 0.6 $2.6M 27k 96.58
Vanguard Small-cap Etf Etf (VB) 0.6 $2.5M 8.1k 303.12
Apple Stock (AAPL) 0.6 $2.4M 8.4k 289.34
Invesco Qqq Trust Series I Etf (QQQ) 0.5 $2.4M 3.2k 736.29
Vanguard Total Stock Market Etf Etf (VTI) 0.4 $1.9M 5.1k 370.05
Microsoft Corp Stock (MSFT) 0.4 $1.7M 4.5k 373.01
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.4 $1.6M 27k 59.69
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.3 $1.4M 37k 38.79
Broadcom Stock (AVGO) 0.3 $1.3M 3.4k 377.75
Ishares Russell 2000 Etf Etf (IWM) 0.3 $1.3M 4.3k 300.45
Vanguard Total International Stock Etf Etf (VXUS) 0.3 $1.3M 15k 85.49
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.3 $1.2M 8.0k 154.29
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $1.2M 7.3k 163.67
Air Products And Chemicals Stock (APD) 0.2 $878k 3.0k 293.18
Nvidia Corporation Stock (NVDA) 0.2 $712k 3.6k 200.07
Bank Of Amer Corp Stock (BAC) 0.2 $675k 12k 56.98
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.1 $640k 6.2k 102.81
Vanguard S&p 500 Etf Etf (VOO) 0.1 $518k 754.00 686.81
Schwab International Equity Etf Etf (SCHF) 0.1 $495k 18k 27.70
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $477k 1.3k 357.42
Avantis Real Estate Etf Etf (AVRE) 0.1 $465k 9.8k 47.38
Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $453k 1.5k 306.30
Mcdonalds Corp Stock (MCD) 0.1 $453k 1.7k 270.32
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) 0.1 $450k 6.5k 69.50
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $425k 8.4k 50.58
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $408k 545.00 748.89
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.1 $407k 5.4k 75.28
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $401k 8.0k 50.39
Village Super Mkt Inc Cl A Stock (VLGEA) 0.1 $390k 9.2k 42.18
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $364k 12k 29.43
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.1 $362k 3.3k 109.11
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $357k 714.00 500.39
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.1 $342k 13k 25.44
Vanguard Extended Market Etf Etf (VXF) 0.1 $330k 1.3k 246.30
Caterpillar Stock (CAT) 0.1 $318k 299.00 1064.90
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $315k 2.3k 136.68
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.1 $309k 5.7k 54.69
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $304k 5.4k 55.93
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $296k 8.8k 33.84
Vanguard Real Estate Etf Etf (VNQ) 0.1 $294k 3.1k 96.42
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $293k 2.4k 124.15
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG) 0.1 $283k 1.9k 146.30
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) 0.1 $276k 12k 22.64
Corning Stock (GLW) 0.1 $258k 1.0k 255.43
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.1 $247k 11k 23.15
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN) 0.1 $247k 5.2k 47.47
Amgen Stock (AMGN) 0.1 $243k 671.00 362.12
Interdigital Stock (IDCC) 0.1 $241k 850.00 283.13
Crossamerica Partners Lp Ut Ltd Ptn Int Stock (CAPL) 0.1 $224k 10k 22.42
Advanced Micro Devices Stock (AMD) 0.0 $216k 371.00 580.91
Qualcomm Stock (QCOM) 0.0 $213k 1.2k 184.79
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.0 $210k 8.9k 23.44
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.0 $205k 2.7k 76.11
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $204k 211.00 965.00
Rtx Corporation Stock (RTX) 0.0 $203k 1.1k 189.73
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $197k 532.00 370.59
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.0 $191k 7.1k 27.05
Spdr Gold Shares Etf (GLD) 0.0 $182k 493.00 368.38
Johnson & Johnson Stock (JNJ) 0.0 $181k 713.00 253.97
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 0.0 $177k 1.2k 153.42
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.0 $164k 6.6k 24.99
Fifth Third Bancorp Stock (FITB) 0.0 $160k 2.8k 56.37
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.0 $153k 1.8k 83.79
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $152k 1.3k 117.45
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.0 $151k 2.6k 58.98
Amazon Stock (AMZN) 0.0 $140k 587.00 238.34
Exxonmobil Holdings Corp Stock 0.0 $138k 1.0k 136.76
Union Pac Corp Stock (UNP) 0.0 $138k 508.00 272.06
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $136k 1.8k 75.79
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $132k 2.5k 53.17
Walmart Stock (WMT) 0.0 $122k 1.1k 113.28
Disney Walt Stock (DIS) 0.0 $118k 1.2k 96.28
Ishares U.s. Technology Etf Etf (IYW) 0.0 $114k 452.00 252.23
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $106k 2.9k 36.87
Jpmorgan Chase & Co Stock (JPM) 0.0 $105k 321.00 326.93
Micron Technology Stock (MU) 0.0 $99k 86.00 1154.29
Paychex Stock (PAYX) 0.0 $97k 990.00 98.33
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.0 $96k 1.2k 77.11
Cisco Sys Stock (CSCO) 0.0 $95k 805.00 117.41
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $94k 636.00 148.31
Nextera Energy Stock (NEE) 0.0 $93k 1.1k 87.77
American Wtr Wks Stock (AWK) 0.0 $92k 700.00 131.58
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $89k 471.00 188.09
Eli Lilly & Co Stock (LLY) 0.0 $88k 73.00 1199.42
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $87k 367.00 236.53
International Business Machs Stock (IBM) 0.0 $85k 303.00 281.21
Dimensional International Small Cap Value Etf Etf (DISV) 0.0 $82k 2.1k 40.13
3M Stock (MMM) 0.0 $81k 500.00 161.91
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $78k 150.00 522.39
Block Inc Cl A Stock (XYZ) 0.0 $77k 1.0k 76.00
Vanguard Growth Etf Etf (VUG) 0.0 $74k 858.00 86.14
Ameriprise Finl Stock (AMP) 0.0 $73k 160.00 458.76
Northrop Grumman Corp Stock (NOC) 0.0 $72k 142.00 508.97
Home Depot Stock (HD) 0.0 $69k 197.00 352.11
Vanguard Value Etf Etf (VTV) 0.0 $69k 315.00 217.90
Tesla Stock (TSLA) 0.0 $66k 157.00 420.60
Ge Aerospace Stock (GE) 0.0 $65k 173.00 373.73
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $64k 578.00 110.15
Goldman Sachs Group Stock (GS) 0.0 $58k 57.00 1010.79
Truist Finl Corp Stock (TFC) 0.0 $55k 1.1k 49.80
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.0 $54k 342.00 158.76
Ge Vernova Stock (GEV) 0.0 $53k 45.00 1174.87
Gilead Sciences Stock (GILD) 0.0 $52k 414.00 126.47
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $52k 1.6k 31.71
Ppl Corp Stock (PPL) 0.0 $50k 1.4k 36.36
Space Exploration Techn Corp Class A Com Stk Stock (SPCX) 0.0 $49k 287.00 170.86
Phillips 66 Stock (PSX) 0.0 $49k 289.00 169.05
Ishares Semiconductor Etf Etf (SOXX) 0.0 $48k 75.00 640.76
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.0 $48k 1.2k 40.64
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.0 $47k 489.00 96.56
Talen Energy Corp Stock (TLN) 0.0 $46k 120.00 384.26
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $44k 764.00 57.84
Ceco Environmental Corp Stock (CECO) 0.0 $44k 481.00 90.74
Emerson Elec Stock (EMR) 0.0 $43k 300.00 143.15
Meta Platforms Inc Cl A Stock (META) 0.0 $43k 76.00 563.29
Wheaton Precious Metals Corp Stock (WPM) 0.0 $40k 358.00 112.32
Abbvie Stock (ABBV) 0.0 $39k 156.00 251.64
Vanguard Information Technology Etf Etf (VGT) 0.0 $38k 320.00 119.52
Universal Display Corp Stock (OLED) 0.0 $38k 434.00 86.59
Costco Wholesale Corporation Stock (COST) 0.0 $36k 39.00 925.28
Vaneck High Yield Muni Etf Etf (HYD) 0.0 $35k 680.00 51.51
Woodward Stock (WWD) 0.0 $34k 80.00 425.44
Omnicom Group Stock (OMC) 0.0 $33k 459.00 72.83
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.0 $32k 891.00 36.26
Vaneck Gold Miners Etf Etf (GDX) 0.0 $32k 424.00 75.45
Southern Stock (SO) 0.0 $30k 314.00 95.71
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $29k 250.00 116.67
Coca Cola Stock (KO) 0.0 $29k 357.00 81.27
Tapestry Stock (TPR) 0.0 $27k 184.00 146.23
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.0 $26k 268.00 98.20
Procter & Gamble Stock (PG) 0.0 $26k 178.00 146.64
Deere & Co Stock (DE) 0.0 $26k 41.00 634.34
Pfizer Stock (PFE) 0.0 $26k 1.1k 24.08
Keycorp Stock (KEY) 0.0 $26k 1.1k 23.05
Cummins Stock (CMI) 0.0 $25k 34.00 721.79
Vanguard Utilities Etf Etf (VPU) 0.0 $24k 125.00 195.59
First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW) 0.0 $24k 150.00 159.60
Morgan Stanley Stock (MS) 0.0 $23k 111.00 209.04
Chevron Corporation Stock (CVX) 0.0 $22k 131.00 165.76
Ugi Corp Stock (UGI) 0.0 $22k 627.00 34.56
Dell Technologies Inc Cl C Stock (DELL) 0.0 $22k 50.00 431.46
Us Bancorp Stock (USB) 0.0 $21k 344.00 60.36
Vaneck Junior Gold Miners Etf Etf (GDXJ) 0.0 $20k 202.00 98.25
Applied Matls Stock (AMAT) 0.0 $20k 27.00 723.00
Unitedhealth Group Stock (UNH) 0.0 $19k 46.00 415.63
Merck & Co Stock (MRK) 0.0 $19k 148.00 128.50
State Str Corp Stock (STT) 0.0 $19k 112.00 169.40
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA) 0.0 $19k 194.00 97.60
Conocophillips Stock (COP) 0.0 $19k 178.00 103.96
Astrazeneca Plc Ord Adr (AZN) 0.0 $18k 97.00 189.62
Citigroup Stock (C) 0.0 $18k 126.00 139.96
Viking Therapeutics Stock (VKTX) 0.0 $18k 450.00 39.01
Starbucks Corp Stock (SBUX) 0.0 $18k 171.00 102.27
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 0.0 $17k 164.00 101.72
United Parcel Svcs Inc Cl B Stock (UPS) 0.0 $16k 151.00 107.50
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $16k 70.00 221.20
Ocean Pwr Technologies Stock (OPTT) 0.0 $15k 58k 0.26
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.0 $15k 82.00 184.45
Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.0 $15k 150.00 100.28
Ishares Biotechnology Etf Etf (IBB) 0.0 $15k 79.00 190.33
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.0 $15k 216.00 69.45
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $15k 181.00 82.84
Nrg Energy Stock (NRG) 0.0 $15k 100.00 146.06
Alibaba Group Hldg Adr (BABA) 0.0 $14k 150.00 95.98
Boeing Stock (BA) 0.0 $14k 66.00 216.47
Fidelity High Dividend Etf Etf (FDVV) 0.0 $14k 236.00 60.29
Philip Morris Intl Stock (PM) 0.0 $14k 79.00 179.95
Royal Gold Stock (RGLD) 0.0 $14k 70.00 199.61
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $14k 38.00 365.71
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.0 $13k 45.00 287.22
Bristol-myers Squibb Stock (BMY) 0.0 $13k 224.00 57.62
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $12k 354.00 34.81
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.0 $12k 64.00 190.52
Cencora Stock (COR) 0.0 $11k 40.00 282.98
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $11k 82.00 137.52
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $11k 31.00 353.32
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS) 0.0 $11k 106.00 102.40
Visa Inc Com Cl A Stock (V) 0.0 $11k 31.00 343.10
Wells Fargo & Co Stock (WFC) 0.0 $10k 126.00 82.64
General Dynamics Corp Stock (GD) 0.0 $10k 29.00 354.24
Interactive Brokers Group Inc Com Cl A Stock (IBKR) 0.0 $10k 116.00 87.04
Netflix Stock (NFLX) 0.0 $9.8k 137.00 71.40
Solventum Corp Stock (SOLV) 0.0 $9.6k 125.00 77.15
Abbott Laboratories Stock (ABT) 0.0 $9.3k 103.00 90.74
Prudential Finl Stock (PRU) 0.0 $9.2k 85.00 107.93
Jacobs Solutions Stock (J) 0.0 $9.1k 72.00 126.19
Uber Technologies Stock (UBER) 0.0 $8.9k 124.00 72.16
Guardant Health Stock (GH) 0.0 $8.7k 58.00 150.03
Lam Research Corp Stock (LRCX) 0.0 $8.7k 20.00 433.35
Freeport Mcmoran Inc Cl B Stock (FCX) 0.0 $8.5k 135.00 62.89
Global X Silver Miners Etf Etf (SIL) 0.0 $8.3k 107.00 77.46
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.0 $8.2k 154.00 53.49
Vanguard Consumer Discretionary Etf Etf (VCR) 0.0 $8.0k 20.00 399.60
Tractor Supply Stock (TSCO) 0.0 $7.9k 251.00 31.67
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM) 0.0 $7.8k 163.00 47.96
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $7.8k 76.00 102.16
Palo Alto Networks Stock (PANW) 0.0 $7.5k 22.00 341.00
Marvell Technology Stock (MRVL) 0.0 $7.4k 25.00 297.88
Sap Se Adr (SAP) 0.0 $7.4k 48.00 154.10
Mastercard Incorporated Cl A Stock (MA) 0.0 $7.2k 14.00 513.57
Dutch Bros Inc Cl A Stock (BROS) 0.0 $7.2k 100.00 71.81
Intuitive Surgical Stock (ISRG) 0.0 $7.2k 18.00 397.67
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $6.7k 200.00 33.29
The Cigna Group Stock (CI) 0.0 $6.4k 23.00 278.91
Snowflake Stock (SNOW) 0.0 $6.4k 25.00 254.52
Kla Corp Stock (KLAC) 0.0 $6.0k 20.00 301.70
Freshpet Stock (FRPT) 0.0 $5.9k 100.00 59.12
United Bankshares Inc West Va Stock (UBSI) 0.0 $5.7k 124.00 45.83
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.0 $5.5k 285.00 19.29
Icon Pub Stock (ICLR) 0.0 $5.2k 30.00 173.70
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.0 $5.1k 60.00 84.60
Adams Diversified Equity Cef (ADX) 0.0 $5.0k 194.00 25.55
Humana Stock (HUM) 0.0 $4.8k 12.00 397.25
Hershey Stock (HSY) 0.0 $4.7k 27.00 175.44
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $4.6k 19.00 242.42
Texas Instrs Stock (TXN) 0.0 $4.5k 15.00 298.07
Monster Beverage Corp Stock (MNST) 0.0 $4.4k 46.00 96.13
Altria Group Stock (MO) 0.0 $4.3k 60.00 71.95
At&t Stock (T) 0.0 $4.3k 207.00 20.66
Global X Artificial Intelligence & Technology Etf Etf (AIQ) 0.0 $4.3k 65.00 65.62
Toast Inc Cl A Stock (TOST) 0.0 $4.2k 150.00 27.82
Vanguard Mid-cap Etf Etf (VO) 0.0 $4.1k 51.00 80.57
Thermo Fisher Scientific Stock (TMO) 0.0 $4.0k 8.00 501.38
Asml Hldg Nv N Y Registry Adr (ASML) 0.0 $4.0k 2.00 1989.50
Pepsico Stock (PEP) 0.0 $3.9k 29.00 135.41
Cava Group Stock (CAVA) 0.0 $3.9k 50.00 78.48
Amphenol Corp Cl A Stock (APH) 0.0 $3.9k 22.00 176.32
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.0 $3.8k 19.00 199.79
Analog Devices Stock (ADI) 0.0 $3.6k 9.00 397.22
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) 0.0 $3.5k 116.00 30.17
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.0 $3.3k 28.00 117.32
Intel Corp Stock (INTC) 0.0 $3.2k 23.00 139.61
Innovative Indl Pptys Reit (IIPR) 0.0 $3.0k 49.00 61.98
Howmet Aerospace Stock (HWM) 0.0 $2.7k 10.00 268.90
Linde Stock (LIN) 0.0 $2.6k 5.00 519.00
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $2.6k 113.00 22.78
Lockheed Martin Corp Stock (LMT) 0.0 $2.5k 5.00 509.40
Raymond James Finl Stock (RJF) 0.0 $2.4k 16.00 152.00
Tjx Cos Stock (TJX) 0.0 $2.4k 16.00 151.50
Spotify Technology S A Stock (SPOT) 0.0 $2.3k 5.00 459.20
Colgate Palmolive Stock (CL) 0.0 $2.3k 25.00 91.68
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $2.3k 3.00 763.00
Sandisk Corp Stock (SNDK) 0.0 $2.3k 1.00 2274.00
Ametek Stock (AME) 0.0 $2.2k 9.00 241.89
Quanta Svcs Stock (PWR) 0.0 $2.2k 3.00 720.00
Oshkosh Corp Stock (OSK) 0.0 $2.1k 14.00 153.50
Eaton Corp Stock (ETN) 0.0 $2.1k 5.00 426.20
Sanofi Sa Adr (SNY) 0.0 $2.1k 49.00 42.65
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $1.9k 16.00 117.50
American Tower Corp Reit (AMT) 0.0 $1.8k 11.00 163.55
Lowes Cos Stock (LOW) 0.0 $1.8k 8.00 220.50
Johnson Ctls Intl Stock (JCI) 0.0 $1.8k 12.00 146.08
Williams Cos Stock (WMB) 0.0 $1.7k 23.00 74.35
American Express Stock (AXP) 0.0 $1.7k 5.00 338.20
T-mobile Us Stock (TMUS) 0.0 $1.7k 10.00 167.70
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $1.7k 62.00 26.66
Newmont Corp Stock (NEM) 0.0 $1.6k 17.00 93.41
Public Svc Enterprise Group Stock (PEG) 0.0 $1.5k 19.00 81.16
Fortinet Stock (FTNT) 0.0 $1.5k 10.00 153.60
Cadence Design System Stock (CDNS) 0.0 $1.5k 4.00 375.25
Marsh & Mclennan Cos Stock (MRSH) 0.0 $1.5k 9.00 166.67
Prologis Reit (PLD) 0.0 $1.5k 11.00 135.45
Recursion Pharmaceuticals Inc Cl A Stock (RXRX) 0.0 $1.5k 400.00 3.67
General Mtrs Stock (GM) 0.0 $1.5k 19.00 77.11
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $1.5k 6.00 242.50
Bank Of Ny Mellon Corp Stock (BNY) 0.0 $1.4k 10.00 144.60
Oreilly Automotive Stock (ORLY) 0.0 $1.4k 15.00 92.07
American Elec Pwr Stock (AEP) 0.0 $1.4k 10.00 136.80
Automatic Data Processing Stock (ADP) 0.0 $1.3k 6.00 224.00
Hilton Worldwide Hldgs Stock (HLT) 0.0 $1.3k 4.00 330.50
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $1.3k 30.00 42.60
Norfolk Southn Corp Stock (NSC) 0.0 $1.3k 4.00 314.50
Fedex Corp Stock (FDX) 0.0 $1.3k 4.00 313.25
S&p Global Stock (SPGI) 0.0 $1.2k 3.00 407.33
Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ) 0.0 $1.2k 5.00 241.00
Arista Networks Stock (ANET) 0.0 $1.2k 7.00 169.86
Hca Healthcare Stock (HCA) 0.0 $1.2k 3.00 390.00
Kinder Morgan Inc Del Stock (KMI) 0.0 $1.2k 36.00 31.97
Gallagher Arthur J & Co Stock (AJG) 0.0 $1.1k 5.00 229.60
Stag Industrial Reit (STAG) 0.0 $1.1k 30.00 38.07
Welltower Reit (WELL) 0.0 $1.1k 5.00 227.00
United Rentals Stock (URI) 0.0 $1.1k 1.00 1133.00
Honeywell Intl Stock (HON) 0.0 $1.1k 5.00 224.00
Honeywell Aerospace Stock (HONA) 0.0 $1.1k 5.00 221.00
Cme Group Stock (CME) 0.0 $1.1k 5.00 220.80
Corteva Stock (CTVA) 0.0 $1.1k 13.00 84.69
Fastenal Stock (FAST) 0.0 $1.1k 22.00 48.05
Datadog Inc Cl A Stock (DDOG) 0.0 $1.0k 4.00 260.25
Hewlett Packard Enterprise Stock (HPE) 0.0 $1.0k 23.00 45.13
Sherwin Williams Stock (SHW) 0.0 $1.0k 3.00 344.33
Ford Mtr Stock (F) 0.0 $1.0k 74.00 13.91
Adobe Stock (ADBE) 0.0 $1.0k 5.00 205.00
Schwab Charles Corp Stock (SCHW) 0.0 $1.0k 11.00 92.27
Vertex Pharmaceuticals Stock (VRTX) 0.0 $993.000000 2.00 496.50
Constellation Energy Corp Stock (CEG) 0.0 $993.000000 4.00 248.25
Realty Income Corp Reit (O) 0.0 $991.000000 16.00 61.94
Parker-hannifin Corp Stock (PH) 0.0 $978.000000 1.00 978.00
Blackrock Stock (BLK) 0.0 $962.000000 1.00 962.00
Oneok Stock (OKE) 0.0 $956.000100 11.00 86.91
Allstate Corp Stock (ALL) 0.0 $952.000000 4.00 238.00
Medtronic Stock (MDT) 0.0 $939.000000 12.00 78.25
Moodys Corp Stock (MCO) 0.0 $906.000000 2.00 453.00
Edwards Lifesciences Corp Stock (EW) 0.0 $905.000000 10.00 90.50
Nucor Corp Stock (NUE) 0.0 $891.000000 4.00 222.75
Ishares U.s. Pharmaceuticals Etf Etf (IHE) 0.0 $891.000000 9.00 99.00
Oracle Corp Stock (ORCL) 0.0 $879.000000 6.00 146.50
D R Horton Stock (DHI) 0.0 $814.000000 5.00 162.80
Salesforce Stock (CRM) 0.0 $783.000000 5.00 156.60
Becton Dickinson & Co Stock (BDX) 0.0 $757.000000 5.00 151.40
Waters Corp Stock (WAT) 0.0 $750.000000 2.00 375.00
Paccar Stock (PCAR) 0.0 $721.000200 6.00 120.17
Cardinal Health Stock (CAH) 0.0 $713.000100 3.00 237.67
Entergy Corp Stock (ETR) 0.0 $688.999800 6.00 114.83
Archer Daniels Midland Stock (ADM) 0.0 $687.999600 9.00 76.44
Chubb Stock (CB) 0.0 $681.000000 2.00 340.50
Ebay Stock (EBAY) 0.0 $670.999800 6.00 111.83
Csx Corp Stock (CSX) 0.0 $665.000000 14.00 47.50
Agilent Technologies Stock (A) 0.0 $664.000000 5.00 132.80
Hartford Insurance Group Stock (HIG) 0.0 $663.000000 5.00 132.60
On Semiconductor Corp Stock (ON) 0.0 $661.999800 7.00 94.57
Travelers Companies Stock (TRV) 0.0 $660.000000 2.00 330.00
Carvana Co Cl A Stock (CVNA) 0.0 $658.000000 10.00 65.80
Target Corp Stock (TGT) 0.0 $653.000000 5.00 130.60
Slb Limited Com Stk Stock (SLB) 0.0 $651.000000 14.00 46.50
Old Dominion Freight Line Stock (ODFL) 0.0 $650.000100 3.00 216.67
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.0 $646.999500 15.00 43.13
Yum Brands Stock (YUM) 0.0 $639.000000 4.00 159.75
Royal Caribbean Group Stock (RCL) 0.0 $635.000000 2.00 317.50
Iron Mtn Inc Del Reit (IRM) 0.0 $632.000000 5.00 126.40
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $628.000000 4.00 157.00
Regeneron Pharmaceuticals Stock (REGN) 0.0 $624.000000 1.00 624.00
Capital One Finl Corp Stock (COF) 0.0 $602.000100 3.00 200.67
Vulcan Matls Stock (VMC) 0.0 $590.000000 2.00 295.00
Sysco Corp Stock (SYY) 0.0 $584.999800 7.00 83.57
Eqt Corp Stock (EQT) 0.0 $584.999800 11.00 53.18
Arch Cap Group Ltd Ord Stock (ACGL) 0.0 $582.000000 6.00 97.00
Iqvia Hldgs Stock (IQV) 0.0 $579.999900 3.00 193.33
Martin Marietta Matls Stock (MLM) 0.0 $577.000000 1.00 577.00
Ingersoll Rand Stock (IR) 0.0 $574.000000 7.00 82.00
Ameren Corp Stock (AEE) 0.0 $565.000000 5.00 113.00
Axon Enterprise Stock (AXON) 0.0 $561.000000 1.00 561.00
Cincinnati Finl Corp Stock (CINF) 0.0 $555.000000 3.00 185.00
Baker Hughes Company Cl A Stock (BKR) 0.0 $555.000000 10.00 55.50
Pulte Group Stock (PHM) 0.0 $549.000000 4.00 137.25
Wabtec Stock (WAB) 0.0 $539.000000 2.00 269.50
Targa Res Corp Stock (TRGP) 0.0 $536.000000 2.00 268.00
Ventas Reit (VTR) 0.0 $532.999800 6.00 88.83
Synchrony Financial Stock (SYF) 0.0 $532.000000 7.00 76.00
Diamondback Energy Stock (FANG) 0.0 $527.000100 3.00 175.67
Hubbell Stock (HUBB) 0.0 $523.000000 1.00 523.00
Intuit Stock (INTU) 0.0 $522.000000 2.00 261.00
Valero Energy Corp Stock (VLO) 0.0 $521.000000 2.00 260.50
Eog Res Stock (EOG) 0.0 $519.000000 4.00 129.75
Atmos Energy Corp Stock (ATO) 0.0 $516.999900 3.00 172.33
Applovin Corp Com Cl A Stock (APP) 0.0 $515.000000 1.00 515.00
Expedia Group Stock (EXPE) 0.0 $512.000000 2.00 256.00
Eversource Energy Stock (ES) 0.0 $505.999900 7.00 72.29
Verisign Stock (VRSN) 0.0 $503.000000 2.00 251.50
Take-two Interactive Software Stock (TTWO) 0.0 $500.000000 2.00 250.00
Devon Energy Corp Stock (DVN) 0.0 $495.999600 12.00 41.33
Pnc Finl Svcs Group Stock (PNC) 0.0 $492.000000 2.00 246.00
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 0.0 $492.000000 5.00 98.40
Qnity Electronics Stock (Q) 0.0 $489.999900 3.00 163.33
Carnival Corp Ltd Common Shares Stock (CCL) 0.0 $485.999400 17.00 28.59
Cboe Global Mkts Stock (CBOE) 0.0 $485.000000 2.00 242.50
Xcel Energy Stock (XEL) 0.0 $481.999800 6.00 80.33
Halliburton Stock (HAL) 0.0 $475.000400 14.00 33.93
Garmin Stock (GRMN) 0.0 $475.000000 2.00 237.50
Wec Energy Group Stock (WEC) 0.0 $467.000000 4.00 116.75
Opendoor Technologies Stock (OPEN) 0.0 $462.000000 100.00 4.62
Dollar Gen Corp Stock (DG) 0.0 $460.000000 4.00 115.00
Price T Rowe Group Stock (TROW) 0.0 $455.000000 4.00 113.75
Synopsys Stock (SNPS) 0.0 $446.000000 1.00 446.00
Biogen Stock (BIIB) 0.0 $432.000000 2.00 216.00
Steris Plc Shs Usd Stock (STE) 0.0 $421.000000 2.00 210.50
Exelon Corp Stock (EXC) 0.0 $420.000300 9.00 46.67
Comcast Corp New Cl A Stock (CMCSA) 0.0 $416.999800 17.00 24.53
Dominion Energy Stock (D) 0.0 $409.999800 6.00 68.33
Electronic Arts Stock (EA) 0.0 $410.000000 2.00 205.00
Cbre Group Inc Cl A Stock (CBRE) 0.0 $404.000100 3.00 134.67
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $395.000000 2.00 197.50
Nasdaq Stock (NDAQ) 0.0 $394.000000 5.00 78.80
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $394.000000 1.00 394.00
Kroger Stock (KR) 0.0 $388.999800 7.00 55.57
Avalonbay Cmntys Reit (AVB) 0.0 $377.000000 2.00 188.50
Vanguard Total Bond Market Etf Etf (BND) 0.0 $367.000000 5.00 73.40
Roper Technologies Stock (ROP) 0.0 $338.000000 1.00 338.00
Newsmax Inc Com Shs Class B Stock (NMAX) 0.0 $331.000000 40.00 8.28
Dow Hldgs Stock (DOW) 0.0 $327.999600 12.00 27.33
Fedex Fght Hldg Stock (FDXF) 0.0 $302.000000 2.00 151.00
Silvercorp Metals Stock (SVM) 0.0 $282.998800 28.00 10.11
Viatris Stock (VTRS) 0.0 $191.000400 12.00 15.92
Solstice Advanced Matls Stock (SOLS) 0.0 $177.000000 2.00 88.50
8X8 Stock (EGHT) 0.0 $171.000000 100.00 1.71
Amentum Holdings Stock (AMTM) 0.0 $83.000000 4.00 20.75
Cnfinance Hldgs Adr (CNF) 0.0 $69.000000 25.00 2.76
High Tide Stock (HITI) 0.0 $46.000000 20.00 2.30
Uniti Group Reit (UNIT) 0.0 $46.000000 4.00 11.50
Nokia Corp Adr (NOK) 0.0 $27.000000 2.00 13.50