Motco as of Sept. 30, 2025
Portfolio Holdings for Motco
Motco holds 645 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 3.8 | $42M | 126k | 329.91 | |
| Spdr S&p 500 Etf (SPY) | 2.7 | $30M | 45k | 666.18 | |
| Microsoft Corporation (MSFT) | 2.7 | $30M | 57k | 517.95 | |
| Alphabet Inc Class A cs (GOOGL) | 2.5 | $27M | 111k | 243.10 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $27M | 85k | 315.43 | |
| Apple (AAPL) | 2.3 | $25M | 100k | 254.63 | |
| Amphenol Corporation (APH) | 2.0 | $22M | 181k | 123.75 | |
| NVIDIA Corporation (NVDA) | 1.8 | $20M | 105k | 186.58 | |
| Facebook Inc cl a (META) | 1.6 | $18M | 24k | 734.38 | |
| Victory Portfolios Ii etf (USTB) | 1.6 | $18M | 344k | 50.99 | |
| Rush Enterprises (RUSHA) | 1.5 | $17M | 317k | 53.47 | |
| SPDR Gold Trust (GLD) | 1.5 | $16M | 46k | 355.47 | |
| Goldman Sachs (GS) | 1.4 | $16M | 20k | 796.35 | |
| Wal-Mart Stores (WMT) | 1.4 | $15M | 147k | 103.06 | |
| Amazon (AMZN) | 1.4 | $15M | 68k | 219.57 | |
| TJX Companies (TJX) | 1.3 | $15M | 101k | 144.54 | |
| Palo Alto Networks (PANW) | 1.3 | $15M | 71k | 203.62 | |
| Costco Wholesale Corporation (COST) | 1.3 | $14M | 16k | 925.63 | |
| Johnson & Johnson (JNJ) | 1.2 | $13M | 72k | 185.42 | |
| Microchip Technology (MCHP) | 1.2 | $13M | 198k | 64.22 | |
| Intercontinental Exchange (ICE) | 1.1 | $12M | 74k | 168.48 | |
| Booking Holdings (BKNG) | 1.1 | $12M | 2.3k | 5399.27 | |
| Apollo Global Mgmt (APO) | 1.1 | $12M | 92k | 133.27 | |
| Metropcs Communications (TMUS) | 1.1 | $12M | 51k | 239.38 | |
| Uber Technologies (UBER) | 1.1 | $12M | 123k | 97.97 | |
| Visa (V) | 1.1 | $12M | 35k | 341.38 | |
| Eaton (ETN) | 1.1 | $12M | 32k | 374.25 | |
| Charles Schwab Corporation (SCHW) | 1.1 | $12M | 123k | 95.47 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.1 | $12M | 21k | 546.75 | |
| Eli Lilly & Co. (LLY) | 1.1 | $12M | 15k | 763.00 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $12M | 102k | 112.75 | |
| Intuit (INTU) | 1.0 | $11M | 17k | 682.91 | |
| McKesson Corporation (MCK) | 1.0 | $11M | 15k | 772.54 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $11M | 23k | 485.02 | |
| Waste Management (WM) | 1.0 | $11M | 51k | 220.83 | |
| Procter & Gamble Company (PG) | 1.0 | $11M | 72k | 153.65 | |
| Lowe's Companies (LOW) | 1.0 | $11M | 44k | 251.31 | |
| Union Pacific Corporation (UNP) | 1.0 | $11M | 46k | 236.37 | |
| Motorola Solutions (MSI) | 1.0 | $11M | 23k | 457.29 | |
| Aon (AON) | 0.9 | $10M | 29k | 356.58 | |
| S&p Global (SPGI) | 0.9 | $10M | 21k | 486.71 | |
| Chevron Corporation (CVX) | 0.9 | $10M | 65k | 155.29 | |
| Roper Industries (ROP) | 0.9 | $10M | 20k | 498.69 | |
| salesforce (CRM) | 0.9 | $9.7M | 41k | 237.00 | |
| Nextera Energy (NEE) | 0.9 | $9.3M | 123k | 75.49 | |
| First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) | 0.8 | $9.2M | 182k | 50.70 | |
| Iqvia Holdings (IQV) | 0.8 | $9.1M | 48k | 189.94 | |
| Stryker Corporation (SYK) | 0.8 | $9.0M | 24k | 369.67 | |
| Zoetis Inc Cl A (ZTS) | 0.8 | $9.0M | 61k | 146.32 | |
| SPDR Barclays Capital Long Term Tr (SPTL) | 0.8 | $9.0M | 332k | 26.95 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $8.8M | 25k | 352.75 | |
| Accenture (ACN) | 0.8 | $8.4M | 34k | 246.60 | |
| Linde (LIN) | 0.8 | $8.2M | 17k | 475.00 | |
| Chipotle Mexican Grill (CMG) | 0.8 | $8.2M | 210k | 39.19 | |
| Corning Incorporated (GLW) | 0.7 | $8.1M | 99k | 82.03 | |
| Bank of New York Mellon Corporation (BK) | 0.7 | $7.9M | 73k | 108.96 | |
| Northrop Grumman Corporation (NOC) | 0.7 | $7.6M | 13k | 609.32 | |
| Nxp Semiconductors N V (NXPI) | 0.7 | $7.2M | 32k | 227.73 | |
| Emerson Electric (EMR) | 0.6 | $6.7M | 51k | 131.18 | |
| Home Depot (HD) | 0.6 | $6.5M | 16k | 405.19 | |
| Cisco Systems (CSCO) | 0.6 | $6.4M | 94k | 68.42 | |
| Blackstone Group Inc Com Cl A (BX) | 0.6 | $6.4M | 37k | 170.85 | |
| Coca-Cola Company (KO) | 0.6 | $6.1M | 92k | 66.32 | |
| Qualcomm (QCOM) | 0.5 | $5.9M | 36k | 166.36 | |
| Dell Technologies (DELL) | 0.5 | $5.8M | 41k | 141.77 | |
| iShares Gold Trust (IAU) | 0.5 | $5.7M | 79k | 72.77 | |
| Cintas Corporation (CTAS) | 0.5 | $5.7M | 28k | 205.26 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.5 | $5.6M | 9.3k | 596.03 | |
| McDonald's Corporation (MCD) | 0.5 | $5.5M | 18k | 303.89 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $5.2M | 28k | 183.73 | |
| Wec Energy Group (WEC) | 0.5 | $5.2M | 46k | 114.59 | |
| Diamondback Energy (FANG) | 0.5 | $5.1M | 36k | 143.10 | |
| American Electric Power Company (AEP) | 0.5 | $5.0M | 45k | 112.50 | |
| International Business Machines (IBM) | 0.4 | $4.9M | 17k | 282.16 | |
| Paychex (PAYX) | 0.4 | $4.9M | 39k | 126.76 | |
| Cme (CME) | 0.4 | $4.9M | 18k | 270.19 | |
| Air Products & Chemicals (APD) | 0.4 | $4.8M | 18k | 272.72 | |
| Abbvie (ABBV) | 0.4 | $4.7M | 20k | 231.54 | |
| Darden Restaurants (DRI) | 0.4 | $4.6M | 24k | 190.36 | |
| PNC Financial Services (PNC) | 0.4 | $4.6M | 23k | 200.93 | |
| AstraZeneca (AZN) | 0.4 | $4.6M | 60k | 76.72 | |
| Verizon Communications (VZ) | 0.4 | $4.6M | 104k | 43.95 | |
| Sun Life Financial (SLF) | 0.4 | $4.5M | 75k | 60.03 | |
| iShares S&P 500 Index (IVV) | 0.4 | $4.5M | 6.7k | 669.30 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $4.4M | 8.9k | 499.21 | |
| U.S. Bancorp (USB) | 0.4 | $4.4M | 91k | 48.33 | |
| Genuine Parts Company (GPC) | 0.4 | $4.3M | 31k | 138.60 | |
| Unilever (UL) | 0.4 | $4.3M | 73k | 59.28 | |
| Merck & Co (MRK) | 0.4 | $4.1M | 49k | 83.93 | |
| Valero Energy Corporation (VLO) | 0.4 | $4.1M | 24k | 170.26 | |
| Pepsi (PEP) | 0.4 | $4.1M | 29k | 140.44 | |
| Vici Pptys (VICI) | 0.4 | $4.0M | 122k | 32.61 | |
| Cigna Corp (CI) | 0.4 | $4.0M | 14k | 288.25 | |
| Comcast Corporation (CMCSA) | 0.4 | $4.0M | 126k | 31.42 | |
| Schlumberger (SLB) | 0.3 | $3.8M | 110k | 34.37 | |
| J P Morgan Exchange Traded F (JGRO) | 0.3 | $3.7M | 40k | 93.75 | |
| Sanofi-Aventis SA (SNY) | 0.3 | $3.3M | 70k | 47.20 | |
| Putnam Focused Large Cap Value Etf (PVAL) | 0.3 | $3.3M | 78k | 42.72 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.3 | $3.3M | 42k | 78.90 | |
| Pfizer (PFE) | 0.3 | $3.2M | 127k | 25.48 | |
| Vanguard Growth ETF (VUG) | 0.3 | $2.9M | 6.1k | 479.61 | |
| Diageo (DEO) | 0.3 | $2.9M | 30k | 95.43 | |
| Fidelity Enhanced Mid Cap Etf (FMDE) | 0.2 | $2.5M | 71k | 36.15 | |
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.2 | $2.5M | 29k | 84.68 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.2 | $2.3M | 25k | 93.37 | |
| General Mills (GIS) | 0.2 | $2.3M | 45k | 50.42 | |
| United Parcel Service (UPS) | 0.2 | $2.2M | 27k | 83.53 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $2.2M | 8.9k | 243.55 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $1.9M | 24k | 78.09 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $1.9M | 8.7k | 215.79 | |
| Oracle Corporation (ORCL) | 0.2 | $1.9M | 6.6k | 281.24 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.2 | $1.8M | 23k | 78.91 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $1.8M | 18k | 99.53 | |
| Vanguard Europe Pacific ETF (VEA) | 0.2 | $1.7M | 28k | 59.92 | |
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $1.7M | 6.0k | 279.29 | |
| First Tr Exchange-traded Fd no amer energy (EMLP) | 0.1 | $1.6M | 41k | 38.29 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.1 | $1.5M | 42k | 36.55 | |
| Neuberger Berman Etf Trust Small (NBSM) | 0.1 | $1.5M | 58k | 25.33 | |
| American Centy Etf Tr avantis emgmkt (AVEM) | 0.1 | $1.4M | 19k | 75.11 | |
| Deere & Company (DE) | 0.1 | $1.3M | 2.9k | 457.26 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $1.3M | 2.7k | 502.74 | |
| Dimensional International Small Cap Etf (DFIS) | 0.1 | $1.2M | 40k | 31.63 | |
| Texas Pacific Land Corp (TPL) | 0.1 | $1.2M | 1.3k | 933.64 | |
| Asml Holding (ASML) | 0.1 | $1.2M | 1.2k | 968.09 | |
| Blackrock (BLK) | 0.1 | $1.1M | 974.00 | 1165.87 | |
| Automatic Data Processing (ADP) | 0.1 | $1.1M | 3.8k | 293.50 | |
| Bk Nova Cad (BNS) | 0.1 | $959k | 15k | 64.65 | |
| Sabine Royalty Trust (SBR) | 0.1 | $922k | 12k | 79.46 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $920k | 2.0k | 468.41 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $878k | 1.9k | 463.74 | |
| Doubleline Total Etf etf (TOTL) | 0.1 | $870k | 21k | 40.57 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $838k | 7.0k | 118.83 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $823k | 9.4k | 87.31 | |
| Novartis (NVS) | 0.1 | $819k | 6.4k | 128.24 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $773k | 8.5k | 91.42 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $757k | 12k | 65.26 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $684k | 13k | 54.18 | |
| Novo Nordisk A/S (NVO) | 0.1 | $670k | 12k | 55.49 | |
| Icon (ICLR) | 0.1 | $666k | 3.8k | 175.00 | |
| Emcor (EME) | 0.1 | $665k | 1.0k | 649.54 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $634k | 8.9k | 71.53 | |
| MasterCard Incorporated (MA) | 0.1 | $595k | 1.0k | 568.81 | |
| Ambev Sa- (ABEV) | 0.1 | $576k | 258k | 2.23 | |
| iShares S&P Global Infrastructure Index (IGF) | 0.1 | $561k | 9.2k | 61.12 | |
| American Express Company (AXP) | 0.1 | $554k | 1.7k | 332.16 | |
| J P Morgan Exchange Traded F fund (JPIB) | 0.1 | $550k | 11k | 49.03 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $544k | 2.7k | 203.59 | |
| Southern Company (SO) | 0.0 | $526k | 5.6k | 94.77 | |
| Rollins (ROL) | 0.0 | $525k | 8.9k | 58.74 | |
| Honeywell International (HON) | 0.0 | $520k | 2.5k | 210.50 | |
| SPDR DJ Wilshire Mid Cap (SPMD) | 0.0 | $516k | 9.0k | 57.19 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $429k | 398.00 | 1078.60 | |
| iShares S&P NA Tech. Sec. Idx (IGM) | 0.0 | $429k | 3.4k | 125.95 | |
| Martin Marietta Materials (MLM) | 0.0 | $412k | 653.00 | 630.28 | |
| Morgan Stanley (MS) | 0.0 | $402k | 2.5k | 158.96 | |
| AutoZone (AZO) | 0.0 | $399k | 93.00 | 4290.24 | |
| Walt Disney Company (DIS) | 0.0 | $390k | 3.4k | 114.50 | |
| At&t (T) | 0.0 | $389k | 14k | 28.24 | |
| Dimensional Etf Trust (DFAX) | 0.0 | $388k | 12k | 31.38 | |
| Schwab Intl Small Cap Equity ETF (SCHC) | 0.0 | $388k | 8.5k | 45.51 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $385k | 628.00 | 612.38 | |
| Danaher Corporation (DHR) | 0.0 | $383k | 1.9k | 198.26 | |
| American Tower Reit (AMT) | 0.0 | $374k | 1.9k | 192.32 | |
| Equinix (EQIX) | 0.0 | $373k | 476.00 | 783.24 | |
| Public Storage (PSA) | 0.0 | $370k | 1.3k | 288.85 | |
| 3M Company (MMM) | 0.0 | $366k | 2.4k | 155.18 | |
| Prologis (PLD) | 0.0 | $352k | 3.1k | 114.52 | |
| Vanguard Value ETF (VTV) | 0.0 | $347k | 1.9k | 186.49 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $345k | 12k | 29.64 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $331k | 552.00 | 600.37 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $319k | 12k | 26.34 | |
| Abbott Laboratories (ABT) | 0.0 | $311k | 2.3k | 133.94 | |
| Industrial SPDR (XLI) | 0.0 | $308k | 2.0k | 154.23 | |
| Welltower Inc Com reit (WELL) | 0.0 | $305k | 1.7k | 178.14 | |
| Dimensional Etf Trust (DFUS) | 0.0 | $303k | 4.2k | 72.44 | |
| Ross Stores (ROST) | 0.0 | $300k | 2.0k | 152.39 | |
| Hershey Company (HSY) | 0.0 | $294k | 1.6k | 187.05 | |
| Colgate-Palmolive Company (CL) | 0.0 | $290k | 3.6k | 79.94 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $287k | 1.7k | 167.33 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $277k | 2.9k | 95.89 | |
| Clorox Company (CLX) | 0.0 | $270k | 2.2k | 123.30 | |
| Analog Devices (ADI) | 0.0 | $270k | 1.1k | 245.70 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $266k | 2.1k | 129.72 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $263k | 1.9k | 140.95 | |
| SPDR S&P Biotech (XBI) | 0.0 | $256k | 2.6k | 100.20 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $254k | 2.5k | 100.25 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $251k | 1.8k | 141.50 | |
| Colliers International Group sub vtg (CIGI) | 0.0 | $250k | 1.6k | 156.21 | |
| Starbucks Corporation (SBUX) | 0.0 | $249k | 2.9k | 84.60 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $243k | 1.7k | 142.10 | |
| Becton, Dickinson and (BDX) | 0.0 | $242k | 1.3k | 187.17 | |
| Sch Fnd Intl Lg Etf (FNDF) | 0.0 | $241k | 5.6k | 42.96 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $240k | 1.9k | 124.34 | |
| Ishares Inc core msci emkt (IEMG) | 0.0 | $239k | 3.6k | 65.92 | |
| Philip Morris International (PM) | 0.0 | $234k | 1.4k | 162.20 | |
| Illinois Tool Works (ITW) | 0.0 | $232k | 890.00 | 260.76 | |
| PerkinElmer (RVTY) | 0.0 | $231k | 2.6k | 87.65 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $229k | 2.6k | 88.76 | |
| Republic Services (RSG) | 0.0 | $229k | 996.00 | 229.48 | |
| Ishares Tr etf msci usa (ESGU) | 0.0 | $227k | 1.6k | 145.60 | |
| First Trust Utilities AlphaDEX Fnd (FXU) | 0.0 | $227k | 5.0k | 45.45 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $223k | 299.00 | 746.63 | |
| Atmos Energy Corporation (ATO) | 0.0 | $220k | 1.3k | 170.75 | |
| DFA Tax-Managed US Marketwide Value II (DFUV) | 0.0 | $213k | 4.8k | 44.69 | |
| Wp Carey (WPC) | 0.0 | $212k | 3.1k | 67.57 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $208k | 1.1k | 192.74 | |
| Bristol Myers Squibb (BMY) | 0.0 | $205k | 4.5k | 45.10 | |
| Dominion Resources (D) | 0.0 | $203k | 3.3k | 61.17 | |
| General Electric (GE) | 0.0 | $200k | 664.00 | 300.82 | |
| Boeing Company (BA) | 0.0 | $199k | 921.00 | 215.83 | |
| AFLAC Incorporated (AFL) | 0.0 | $198k | 1.8k | 111.70 | |
| Dimensional Etf Trust (DFEV) | 0.0 | $196k | 6.1k | 31.89 | |
| Simon Property (SPG) | 0.0 | $195k | 1.0k | 187.67 | |
| Ishares Tr msci eafe esg (ESGD) | 0.0 | $194k | 2.1k | 92.98 | |
| Servicenow (NOW) | 0.0 | $193k | 210.00 | 920.28 | |
| Glacier Ban (GBCI) | 0.0 | $192k | 4.0k | 48.67 | |
| Altria (MO) | 0.0 | $191k | 2.9k | 66.06 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $187k | 960.00 | 194.50 | |
| Xcel Energy (XEL) | 0.0 | $183k | 2.3k | 80.65 | |
| Citigroup (C) | 0.0 | $180k | 1.8k | 101.50 | |
| MasTec (MTZ) | 0.0 | $180k | 845.00 | 212.81 | |
| AvalonBay Communities (AVB) | 0.0 | $177k | 917.00 | 193.17 | |
| Cullen/Frost Bankers (CFR) | 0.0 | $177k | 1.4k | 126.77 | |
| Amgen (AMGN) | 0.0 | $175k | 619.00 | 282.20 | |
| General Dynamics Corporation (GD) | 0.0 | $174k | 510.00 | 341.00 | |
| Cummins (CMI) | 0.0 | $172k | 406.00 | 422.37 | |
| Palantir Technologies (PLTR) | 0.0 | $171k | 937.00 | 182.42 | |
| Bank of America Corporation (BAC) | 0.0 | $170k | 3.3k | 51.59 | |
| Energy Transfer Equity (ET) | 0.0 | $169k | 9.8k | 17.16 | |
| British American Tobac (BTI) | 0.0 | $167k | 3.1k | 53.08 | |
| Public Service Enterprise (PEG) | 0.0 | $166k | 2.0k | 83.46 | |
| Thomson Reuters Corp. (TRI) | 0.0 | $155k | 998.00 | 155.33 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $153k | 2.1k | 74.49 | |
| L3harris Technologies (LHX) | 0.0 | $152k | 498.00 | 305.41 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $152k | 475.00 | 320.04 | |
| Stride (LRN) | 0.0 | $152k | 1.0k | 148.94 | |
| Tesla Motors (TSLA) | 0.0 | $150k | 338.00 | 444.72 | |
| Invitation Homes (INVH) | 0.0 | $149k | 5.1k | 29.33 | |
| Realty Income (O) | 0.0 | $142k | 2.3k | 60.79 | |
| Wells Fargo & Company (WFC) | 0.0 | $141k | 1.7k | 83.82 | |
| Altc Acquisition Corp (OKLO) | 0.0 | $141k | 1.3k | 111.63 | |
| iShares Russell 2000 Value Index (IWN) | 0.0 | $138k | 782.00 | 176.81 | |
| Kkr & Co (KKR) | 0.0 | $137k | 1.1k | 129.95 | |
| Dimensional Etf Trust (DFAT) | 0.0 | $137k | 2.4k | 58.21 | |
| Peak (DOC) | 0.0 | $136k | 7.1k | 19.15 | |
| Equity Residential (EQR) | 0.0 | $136k | 2.1k | 64.73 | |
| Gabelli Equity Trust (GAB) | 0.0 | $136k | 22k | 6.09 | |
| Vanguard Large-Cap ETF (VV) | 0.0 | $136k | 440.00 | 307.86 | |
| Nike (NKE) | 0.0 | $135k | 1.9k | 69.73 | |
| Enbridge (ENB) | 0.0 | $131k | 2.6k | 50.46 | |
| Applied Materials (AMAT) | 0.0 | $128k | 624.00 | 204.74 | |
| Phillips 66 (PSX) | 0.0 | $128k | 938.00 | 136.02 | |
| Ishares Tr esg 1 5 yr usd (SUSB) | 0.0 | $123k | 4.9k | 25.31 | |
| Ventas (VTR) | 0.0 | $122k | 1.7k | 69.99 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $121k | 1.5k | 79.93 | |
| Coinbase Global (COIN) | 0.0 | $118k | 350.00 | 337.49 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $117k | 1.2k | 96.55 | |
| Tractor Supply Company (TSCO) | 0.0 | $114k | 2.0k | 56.87 | |
| Digital Realty Trust (DLR) | 0.0 | $113k | 651.00 | 172.88 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $111k | 920.00 | 120.72 | |
| BP (BP) | 0.0 | $111k | 3.2k | 34.46 | |
| American Centy Etf Tr stoxx us qlty (QGRO) | 0.0 | $110k | 960.00 | 114.40 | |
| Norfolk Southern (NSC) | 0.0 | $110k | 365.00 | 300.41 | |
| Travelers Companies (TRV) | 0.0 | $108k | 387.00 | 279.22 | |
| Trane Technologies (TT) | 0.0 | $107k | 254.00 | 421.96 | |
| Voya Financial (VOYA) | 0.0 | $107k | 1.4k | 74.80 | |
| Williams Companies (WMB) | 0.0 | $107k | 1.7k | 63.35 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $106k | 437.00 | 241.96 | |
| ConocoPhillips (COP) | 0.0 | $105k | 1.1k | 94.59 | |
| Caterpillar (CAT) | 0.0 | $105k | 220.00 | 477.15 | |
| Host Hotels & Resorts (HST) | 0.0 | $104k | 6.1k | 17.02 | |
| Ameriprise Financial (AMP) | 0.0 | $104k | 211.00 | 491.25 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $104k | 4.2k | 24.56 | |
| Ge Vernova (GEV) | 0.0 | $103k | 168.00 | 614.90 | |
| Ishares Tr esg us agr bd (EAGG) | 0.0 | $102k | 2.1k | 48.03 | |
| CVS Caremark Corporation (CVS) | 0.0 | $102k | 1.3k | 75.39 | |
| Ishares Tr cmn (STIP) | 0.0 | $99k | 962.00 | 103.36 | |
| Entergy Corporation (ETR) | 0.0 | $99k | 1.1k | 93.19 | |
| First Citizens BancShares (FCNCA) | 0.0 | $98k | 55.00 | 1789.16 | |
| Dimensional Etf Trust (DFAE) | 0.0 | $96k | 3.0k | 31.53 | |
| Applovin Corp Class A (APP) | 0.0 | $95k | 132.00 | 718.54 | |
| Ishares Inc msci em esg se (ESGE) | 0.0 | $92k | 2.1k | 43.42 | |
| Ishares Tr int dev mom fc (IMTM) | 0.0 | $92k | 1.9k | 47.88 | |
| Sba Communications Corp (SBAC) | 0.0 | $91k | 471.00 | 193.35 | |
| Hasbro (HAS) | 0.0 | $91k | 1.2k | 75.85 | |
| Medtronic (MDT) | 0.0 | $89k | 934.00 | 95.24 | |
| Ishares Tr intl dev ql fc (IQLT) | 0.0 | $88k | 2.0k | 44.19 | |
| Gabelli Utility Trust (GUT) | 0.0 | $87k | 14k | 6.07 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $83k | 252.00 | 328.17 | |
| Marriott International (MAR) | 0.0 | $83k | 317.00 | 260.44 | |
| Robinhood Mkts (HOOD) | 0.0 | $81k | 567.00 | 143.18 | |
| Capital One Financial (COF) | 0.0 | $81k | 381.00 | 212.58 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $81k | 967.00 | 83.34 | |
| Waste Connections (WCN) | 0.0 | $79k | 450.00 | 175.80 | |
| First Trust NASDAQ Clean Edge Green (QCLN) | 0.0 | $79k | 1.9k | 41.96 | |
| Quanta Services (PWR) | 0.0 | $78k | 187.00 | 414.42 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $77k | 726.00 | 106.49 | |
| Federated Hermes Etf Trust (FTRB) | 0.0 | $77k | 3.0k | 25.39 | |
| PPG Industries (PPG) | 0.0 | $73k | 696.00 | 105.11 | |
| Ecolab (ECL) | 0.0 | $72k | 262.00 | 273.86 | |
| Citizens Financial (CFG) | 0.0 | $72k | 1.3k | 53.16 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.0 | $71k | 771.00 | 91.75 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $71k | 240.00 | 293.74 | |
| Baxter International (BAX) | 0.0 | $70k | 3.1k | 22.77 | |
| SYSCO Corporation (SYY) | 0.0 | $70k | 845.00 | 82.34 | |
| Cardinal Health (CAH) | 0.0 | $69k | 439.00 | 156.96 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $68k | 637.00 | 106.78 | |
| Micron Technology (MU) | 0.0 | $68k | 405.00 | 167.32 | |
| Dimensional Etf Trust (DFIV) | 0.0 | $66k | 1.4k | 46.12 | |
| Kinder Morgan (KMI) | 0.0 | $66k | 2.3k | 28.31 | |
| Invesco Exchange Traded Fd T wilderhil clan (PBW) | 0.0 | $65k | 2.2k | 28.88 | |
| Duke Energy (DUK) | 0.0 | $65k | 521.00 | 123.75 | |
| Db-x Msci Eafe Currency-hedged (DBEF) | 0.0 | $63k | 1.3k | 46.42 | |
| Western Digital (WDC) | 0.0 | $62k | 516.00 | 120.06 | |
| Electronic Arts (EA) | 0.0 | $61k | 303.00 | 201.70 | |
| Nushares Etf Tr Esg mid cap (NUMG) | 0.0 | $61k | 1.2k | 48.68 | |
| Netflix (NFLX) | 0.0 | $60k | 50.00 | 1198.91 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $60k | 316.00 | 189.70 | |
| Te Connectivity (TEL) | 0.0 | $59k | 268.00 | 219.53 | |
| UnitedHealth (UNH) | 0.0 | $58k | 169.00 | 345.30 | |
| Dollar General (DG) | 0.0 | $58k | 561.00 | 103.35 | |
| Invesco Water Resource Port (PHO) | 0.0 | $58k | 800.00 | 72.11 | |
| Hp (HPQ) | 0.0 | $58k | 2.1k | 27.23 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $57k | 284.00 | 201.53 | |
| Carrier Global Corporation (CARR) | 0.0 | $57k | 948.00 | 59.70 | |
| Fortune Brands (FBIN) | 0.0 | $53k | 1.0k | 53.39 | |
| Ida (IDA) | 0.0 | $53k | 400.00 | 132.15 | |
| Crane Company (CR) | 0.0 | $53k | 285.00 | 184.14 | |
| Boston Scientific Corporation (BSX) | 0.0 | $52k | 534.00 | 97.63 | |
| Moody's Corporation (MCO) | 0.0 | $52k | 109.00 | 476.48 | |
| Dupont De Nemours (DD) | 0.0 | $52k | 664.00 | 77.90 | |
| General Motors Company (GM) | 0.0 | $51k | 841.00 | 60.97 | |
| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $49k | 850.00 | 57.97 | |
| PureFunds ISE Cyber Security ETF (HACK) | 0.0 | $49k | 563.00 | 86.80 | |
| Principal Financial (PFG) | 0.0 | $48k | 581.00 | 82.91 | |
| Crown Castle Intl (CCI) | 0.0 | $48k | 498.00 | 96.49 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $47k | 425.00 | 109.95 | |
| Fortive (FTV) | 0.0 | $46k | 944.00 | 48.99 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $46k | 60.00 | 758.15 | |
| Fidelity National Information Services (FIS) | 0.0 | $45k | 682.00 | 65.94 | |
| Sempra Energy (SRE) | 0.0 | $44k | 491.00 | 89.98 | |
| Leidos Holdings (LDOS) | 0.0 | $43k | 227.00 | 188.96 | |
| Willis Towers Watson (WTW) | 0.0 | $42k | 122.00 | 345.45 | |
| Carlyle Group (CG) | 0.0 | $40k | 642.00 | 62.70 | |
| American Water Works (AWK) | 0.0 | $40k | 287.00 | 139.19 | |
| Rockwell Automation (ROK) | 0.0 | $39k | 112.00 | 349.53 | |
| PPL Corporation (PPL) | 0.0 | $38k | 1.0k | 37.16 | |
| Ptc (PTC) | 0.0 | $38k | 187.00 | 203.02 | |
| Mondelez Int (MDLZ) | 0.0 | $38k | 607.00 | 62.47 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.0 | $37k | 720.00 | 50.63 | |
| Fnf (FNF) | 0.0 | $36k | 600.00 | 60.49 | |
| Enterprise Products Partners (EPD) | 0.0 | $36k | 1.2k | 31.27 | |
| Burke & Herbert Financial Serv (BHRB) | 0.0 | $36k | 585.00 | 61.69 | |
| Coca Cola European Partners (CCEP) | 0.0 | $36k | 399.00 | 90.41 | |
| Healthcare Realty T (HR) | 0.0 | $36k | 2.0k | 18.03 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $36k | 1.3k | 27.90 | |
| Columbia Seligm Prem Tech Gr (STK) | 0.0 | $35k | 1.0k | 35.32 | |
| Vanguard Extended Market ETF (VXF) | 0.0 | $35k | 166.00 | 209.34 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $35k | 112.00 | 309.74 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $35k | 378.00 | 91.43 | |
| Exelon Corporation (EXC) | 0.0 | $34k | 765.00 | 45.01 | |
| Global X Fds us infr dev (PAVE) | 0.0 | $34k | 716.00 | 47.63 | |
| Concentra Group Holdings Par (CON) | 0.0 | $34k | 1.6k | 20.93 | |
| Apa Corporation (APA) | 0.0 | $34k | 1.4k | 24.28 | |
| Sap (SAP) | 0.0 | $33k | 125.00 | 267.21 | |
| American International (AIG) | 0.0 | $33k | 420.00 | 78.54 | |
| Coherent Corp (COHR) | 0.0 | $32k | 300.00 | 107.72 | |
| Anthem (ELV) | 0.0 | $32k | 100.00 | 323.12 | |
| Labcorp Holdings (LH) | 0.0 | $32k | 110.00 | 287.06 | |
| Oneok (OKE) | 0.0 | $31k | 429.00 | 72.97 | |
| Dover Corporation (DOV) | 0.0 | $31k | 186.00 | 166.83 | |
| Illumina (ILMN) | 0.0 | $31k | 325.00 | 94.97 | |
| Lamb Weston Hldgs (LW) | 0.0 | $30k | 519.00 | 58.08 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $30k | 116.00 | 254.28 | |
| Intel Corporation (INTC) | 0.0 | $30k | 878.00 | 33.55 | |
| DTE Energy Company (DTE) | 0.0 | $28k | 200.00 | 141.43 | |
| Allstate Corporation (ALL) | 0.0 | $28k | 129.00 | 214.65 | |
| eBay (EBAY) | 0.0 | $27k | 300.00 | 90.95 | |
| Truist Financial Corp equities (TFC) | 0.0 | $27k | 591.00 | 45.72 | |
| Wabtec Corporation (WAB) | 0.0 | $27k | 134.00 | 200.47 | |
| Paccar (PCAR) | 0.0 | $26k | 266.00 | 98.32 | |
| CF Industries Holdings (CF) | 0.0 | $26k | 290.00 | 89.70 | |
| iShares Russell 3000 Index (IWV) | 0.0 | $26k | 68.00 | 378.94 | |
| Lam Research (LRCX) | 0.0 | $26k | 192.00 | 133.90 | |
| Select Medical Holdings Corporation (SEM) | 0.0 | $26k | 2.0k | 12.84 | |
| Global X Fds s&p 500 catholic (CATH) | 0.0 | $26k | 315.00 | 81.06 | |
| Vanguard Admiral Fds Inc cmn (VIOO) | 0.0 | $25k | 230.00 | 110.47 | |
| M&T Bank Corporation (MTB) | 0.0 | $25k | 128.00 | 197.62 | |
| America Movil Sab De Cv (AMX) | 0.0 | $25k | 1.2k | 21.00 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $25k | 381.00 | 65.01 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $25k | 365.00 | 67.07 | |
| Ishares Tr ibnd dec25 etf (IBDQ) | 0.0 | $24k | 970.00 | 25.19 | |
| Ishares Tr ibonds etf (IBDS) | 0.0 | $24k | 989.00 | 24.34 | |
| Rani Therapeutics Hldgs (RANI) | 0.0 | $24k | 48k | 0.50 | |
| Gilead Sciences (GILD) | 0.0 | $24k | 213.00 | 111.00 | |
| Sony Corporation (SONY) | 0.0 | $23k | 804.00 | 28.79 | |
| First Trust Global Tactical etp (FTGC) | 0.0 | $23k | 881.00 | 25.90 | |
| Veralto Corp (VLTO) | 0.0 | $23k | 213.00 | 106.61 | |
| Allegion Plc equity (ALLE) | 0.0 | $22k | 126.00 | 177.35 | |
| Spotify Technology Sa (SPOT) | 0.0 | $22k | 31.00 | 698.00 | |
| STMicroelectronics (STM) | 0.0 | $21k | 756.00 | 28.26 | |
| CenterPoint Energy (CNP) | 0.0 | $21k | 539.00 | 38.80 | |
| Doordash (DASH) | 0.0 | $20k | 75.00 | 271.99 | |
| Crown Holdings (CCK) | 0.0 | $20k | 211.00 | 96.59 | |
| BLACKROCK MUN TARGET TERM TR SHARES Of Ben (BTT) | 0.0 | $20k | 900.00 | 22.46 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $20k | 491.00 | 41.11 | |
| Keurig Dr Pepper (KDP) | 0.0 | $20k | 787.00 | 25.51 | |
| CSX Corporation (CSX) | 0.0 | $20k | 559.00 | 35.51 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $20k | 331.00 | 59.74 | |
| Omni (OMC) | 0.0 | $20k | 240.00 | 81.53 | |
| Nushares Etf Tr a (NUSC) | 0.0 | $20k | 443.00 | 44.10 | |
| FactSet Research Systems (FDS) | 0.0 | $19k | 67.00 | 286.49 | |
| Evergy (EVRG) | 0.0 | $19k | 249.00 | 76.02 | |
| Edison International (EIX) | 0.0 | $19k | 341.00 | 55.28 | |
| MercadoLibre (MELI) | 0.0 | $19k | 8.00 | 2337.00 | |
| Campbell Soup Company (CPB) | 0.0 | $18k | 566.00 | 31.58 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $18k | 334.00 | 53.40 | |
| WESCO International (WCC) | 0.0 | $18k | 84.00 | 211.50 | |
| Ready Cap Corp Com reit (RC) | 0.0 | $18k | 4.5k | 3.87 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $18k | 547.00 | 31.91 | |
| First Trust NASDAQ Clean Edge (GRID) | 0.0 | $17k | 114.00 | 151.08 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $17k | 350.00 | 48.15 | |
| Prudential Financial (PRU) | 0.0 | $17k | 160.00 | 103.74 | |
| Occidental Petroleum Corp Warrant (OXY.WS) | 0.0 | $17k | 649.00 | 25.50 | |
| Cheniere Energy Partners (CQP) | 0.0 | $16k | 300.00 | 53.82 | |
| Lear Corporation (LEA) | 0.0 | $16k | 159.00 | 100.61 | |
| Stag Industrial (STAG) | 0.0 | $16k | 449.00 | 35.29 | |
| International Paper Company (IP) | 0.0 | $16k | 341.00 | 46.40 | |
| Schwab U S Broad Market ETF (SCHB) | 0.0 | $15k | 592.00 | 25.71 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $15k | 245.00 | 61.62 | |
| Fifth Third Ban (FITB) | 0.0 | $15k | 335.00 | 44.55 | |
| Alibaba Group Holding (BABA) | 0.0 | $14k | 80.00 | 178.72 | |
| Shopify Inc cl a (SHOP) | 0.0 | $14k | 96.00 | 148.61 | |
| Brookfield Asset Management (BAM) | 0.0 | $14k | 248.00 | 56.94 | |
| FedEx Corporation (FDX) | 0.0 | $14k | 59.00 | 235.81 | |
| Cnh Industrial (CNH) | 0.0 | $14k | 1.3k | 10.85 | |
| iShares Dow Jones US Real Estate (IYR) | 0.0 | $14k | 142.00 | 97.08 | |
| SPDR DJ Wilshire REIT (RWR) | 0.0 | $14k | 137.00 | 100.29 | |
| Ralliant Corp (RAL) | 0.0 | $14k | 314.00 | 43.73 | |
| Dow (DOW) | 0.0 | $14k | 591.00 | 22.93 | |
| International Flavors & Fragrances (IFF) | 0.0 | $13k | 218.00 | 61.54 | |
| Weyerhaeuser Company (WY) | 0.0 | $13k | 536.00 | 24.79 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $13k | 88.00 | 150.86 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $13k | 10.00 | 1318.00 | |
| LKQ Corporation (LKQ) | 0.0 | $13k | 430.00 | 30.54 | |
| Corteva (CTVA) | 0.0 | $13k | 193.00 | 67.63 | |
| Wendy's/arby's Group (WEN) | 0.0 | $13k | 1.4k | 9.16 | |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $13k | 422.00 | 30.29 | |
| Suncor Energy (SU) | 0.0 | $13k | 300.00 | 41.81 | |
| MFS Government Markets Income Trust (MGF) | 0.0 | $13k | 4.0k | 3.12 | |
| iShares Dow Jones US Health Care (IHF) | 0.0 | $12k | 250.00 | 49.39 | |
| Axon Enterprise (AXON) | 0.0 | $12k | 17.00 | 717.65 | |
| Yum! Brands (YUM) | 0.0 | $12k | 80.00 | 152.00 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $12k | 87.00 | 139.67 | |
| Paypal Holdings (PYPL) | 0.0 | $12k | 181.00 | 67.06 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $12k | 517.00 | 23.47 | |
| Encana Corporation (OVV) | 0.0 | $12k | 300.00 | 40.38 | |
| Cheniere Energy (LNG) | 0.0 | $12k | 50.00 | 234.98 | |
| Global X Fds cloud computng (CLOU) | 0.0 | $12k | 500.00 | 23.26 | |
| BHP Billiton (BHP) | 0.0 | $11k | 200.00 | 55.75 | |
| EQT Corporation (EQT) | 0.0 | $11k | 200.00 | 54.43 | |
| Sherwin-Williams Company (SHW) | 0.0 | $11k | 31.00 | 346.26 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $11k | 853.00 | 12.29 | |
| Topbuild (BLD) | 0.0 | $10k | 26.00 | 390.85 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $9.9k | 169.00 | 58.85 | |
| Delta Air Lines (DAL) | 0.0 | $9.9k | 175.00 | 56.75 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $9.8k | 131.00 | 75.10 | |
| O'reilly Automotive (ORLY) | 0.0 | $9.7k | 90.00 | 107.81 | |
| Roblox Corp (RBLX) | 0.0 | $9.6k | 69.00 | 138.52 | |
| Proshares Tr Ii Proshares Ultra Silver etf (AGQ) | 0.0 | $9.5k | 125.00 | 76.24 | |
| Mongodb Inc. Class A (MDB) | 0.0 | $9.3k | 30.00 | 310.37 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $9.3k | 36.00 | 258.36 | |
| Tidal Tr Ii (YMAX) | 0.0 | $9.3k | 725.00 | 12.81 | |
| State Street Corporation (STT) | 0.0 | $9.3k | 80.00 | 116.01 | |
| Alcon (ALC) | 0.0 | $9.2k | 124.00 | 74.51 | |
| Materials SPDR (XLB) | 0.0 | $9.0k | 100.00 | 89.62 | |
| Koninklijke Philips Electronics NV (PHG) | 0.0 | $8.9k | 328.00 | 27.26 | |
| Sirius XM Holdings (SIRI) | 0.0 | $8.9k | 383.00 | 23.27 | |
| Ishares Msci Global Metals & etp (PICK) | 0.0 | $8.9k | 200.00 | 44.50 | |
| Invesco Exchng Traded Fd Tr s&p smlcap hig (XSHD) | 0.0 | $8.7k | 650.00 | 13.42 | |
| Utilities SPDR (XLU) | 0.0 | $8.7k | 100.00 | 87.21 | |
| Warner Bros. Discovery (WBD) | 0.0 | $8.4k | 430.00 | 19.53 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $7.9k | 675.00 | 11.69 | |
| AllianceBernstein Natnl Muncpl Incm Fnd. (AFB) | 0.0 | $7.9k | 725.00 | 10.85 | |
| NCR Atleos Corp (NATL) | 0.0 | $7.9k | 200.00 | 39.31 | |
| Insmed (INSM) | 0.0 | $7.8k | 54.00 | 144.02 | |
| Ferrari Nv Ord (RACE) | 0.0 | $7.8k | 16.00 | 485.25 | |
| Network Associates Inc cl a (NET) | 0.0 | $7.7k | 36.00 | 214.58 | |
| Southwest Airlines (LUV) | 0.0 | $7.3k | 230.00 | 31.91 | |
| Marvell Technology (MRVL) | 0.0 | $7.3k | 87.00 | 84.07 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $7.2k | 636.00 | 11.39 | |
| Intuitive Surgical (ISRG) | 0.0 | $7.2k | 16.00 | 447.23 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $6.9k | 208.00 | 33.37 | |
| ING Groep (ING) | 0.0 | $6.9k | 265.00 | 26.08 | |
| Synopsys (SNPS) | 0.0 | $6.9k | 14.00 | 493.36 | |
| SPDR DJ International Real Estate ETF (RWX) | 0.0 | $6.7k | 242.00 | 27.81 | |
| Copart (CPRT) | 0.0 | $6.7k | 148.00 | 44.97 | |
| Arista Networks (ANET) | 0.0 | $6.6k | 45.00 | 145.71 | |
| Viatris (VTRS) | 0.0 | $6.5k | 653.00 | 9.90 | |
| Carvana Co cl a (CVNA) | 0.0 | $6.4k | 17.00 | 377.24 | |
| Canadian Natural Resources (CNQ) | 0.0 | $6.4k | 200.00 | 31.96 | |
| Vaneck Vectors Uranium + Nuclear Energy Etf etf (NLR) | 0.0 | $6.4k | 47.00 | 135.66 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $6.3k | 49.00 | 129.27 | |
| Natera (NTRA) | 0.0 | $6.3k | 39.00 | 160.97 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $6.1k | 42.00 | 144.38 | |
| Elanco Animal Health (ELAN) | 0.0 | $6.0k | 300.00 | 20.14 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $5.9k | 13.00 | 456.00 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $5.9k | 23.00 | 256.43 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $5.9k | 12.00 | 490.42 | |
| Takeda Pharmaceutical (TAK) | 0.0 | $5.9k | 401.00 | 14.64 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $5.9k | 505.00 | 11.60 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $5.8k | 251.00 | 23.28 | |
| D.R. Horton (DHI) | 0.0 | $5.8k | 34.00 | 169.47 | |
| Luminar Technologies Inc Com New Cl A (LAZR) | 0.0 | $5.7k | 3.0k | 1.91 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.0 | $5.7k | 113.00 | 50.07 | |
| Kenvue (KVUE) | 0.0 | $5.6k | 347.00 | 16.23 | |
| Vanguard Mega Cap 300 Index (MGC) | 0.0 | $5.6k | 23.00 | 244.09 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $5.5k | 14.00 | 391.64 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.0 | $5.4k | 30.00 | 178.73 | |
| Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.0 | $5.2k | 272.00 | 19.25 | |
| NiSource (NI) | 0.0 | $5.2k | 120.00 | 43.30 | |
| Datadog Inc Cl A (DDOG) | 0.0 | $5.0k | 35.00 | 142.40 | |
| Global Payments (GPN) | 0.0 | $4.9k | 59.00 | 83.08 | |
| Equinor Asa (EQNR) | 0.0 | $4.9k | 200.00 | 24.38 | |
| Constellation Energy (CEG) | 0.0 | $4.6k | 14.00 | 329.08 | |
| Target Corporation (TGT) | 0.0 | $4.6k | 51.00 | 89.71 | |
| Devon Energy Corporation (DVN) | 0.0 | $4.6k | 130.00 | 35.06 | |
| Equifax (EFX) | 0.0 | $4.4k | 17.00 | 256.53 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $4.2k | 44.00 | 96.45 | |
| Progressive Corporation (PGR) | 0.0 | $4.2k | 17.00 | 247.00 | |
| Opera (OPRA) | 0.0 | $4.1k | 200.00 | 20.64 | |
| T. Rowe Price (TROW) | 0.0 | $4.1k | 40.00 | 102.65 | |
| Woodside Petroleum (WDS) | 0.0 | $4.1k | 272.00 | 15.05 | |
| Chubb (CB) | 0.0 | $4.0k | 14.00 | 282.25 | |
| Inmode Ltd. Inmd (INMD) | 0.0 | $3.7k | 250.00 | 14.90 | |
| Haleon Plc Spon Ads (HLN) | 0.0 | $3.7k | 408.00 | 8.97 | |
| Ishares Tr usa min vo (USMV) | 0.0 | $3.6k | 38.00 | 95.13 | |
| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $3.6k | 286.00 | 12.56 | |
| Eni S.p.A. (E) | 0.0 | $3.5k | 100.00 | 34.95 | |
| GSK (GSK) | 0.0 | $3.5k | 80.00 | 43.16 | |
| Snowflake Inc Cl A (SNOW) | 0.0 | $3.4k | 15.00 | 225.53 | |
| Vontier Corporation (VNT) | 0.0 | $3.4k | 80.00 | 41.98 | |
| Total (TTE) | 0.0 | $3.3k | 56.00 | 59.70 | |
| Service Corporation International (SCI) | 0.0 | $3.3k | 40.00 | 83.22 | |
| Ishares Tr eafe min volat (EFAV) | 0.0 | $3.3k | 39.00 | 84.82 | |
| Twilio Inc cl a (TWLO) | 0.0 | $3.3k | 33.00 | 100.09 | |
| Organon & Co (OGN) | 0.0 | $3.3k | 308.00 | 10.68 | |
| Grail (GRAL) | 0.0 | $3.2k | 54.00 | 59.13 | |
| Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $3.1k | 187.00 | 16.74 | |
| Trade Desk (TTD) | 0.0 | $3.1k | 63.00 | 49.02 | |
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $3.0k | 64.00 | 46.81 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $3.0k | 17.00 | 174.59 | |
| Carnival Corporation (CCL) | 0.0 | $2.9k | 100.00 | 28.91 | |
| Synchrony Financial (SYF) | 0.0 | $2.8k | 40.00 | 71.05 | |
| Vistra Energy (VST) | 0.0 | $2.7k | 14.00 | 195.93 | |
| Advanced Micro Devices (AMD) | 0.0 | $2.6k | 16.00 | 161.80 | |
| Extra Space Storage (EXR) | 0.0 | $2.5k | 18.00 | 140.94 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.0 | $2.5k | 101.00 | 24.63 | |
| Bce (BCE) | 0.0 | $2.5k | 106.00 | 23.39 | |
| MetLife (MET) | 0.0 | $2.4k | 29.00 | 82.38 | |
| GXO Logistics (GXO) | 0.0 | $2.3k | 44.00 | 52.89 | |
| ICICI Bank (IBN) | 0.0 | $2.3k | 75.00 | 30.23 | |
| Regency Centers Corporation (REG) | 0.0 | $2.3k | 31.00 | 72.90 | |
| Industries N shs - a - (LYB) | 0.0 | $2.3k | 46.00 | 49.04 | |
| Relx (RELX) | 0.0 | $2.2k | 47.00 | 47.77 | |
| Stratasys (SSYS) | 0.0 | $2.2k | 200.00 | 11.20 | |
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.0 | $2.2k | 21.00 | 103.00 | |
| Las Vegas Sands (LVS) | 0.0 | $2.2k | 40.00 | 53.80 | |
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $2.0k | 29.00 | 67.83 | |
| Ishares Tr cmn (GOVT) | 0.0 | $2.0k | 85.00 | 23.12 | |
| Toyota Motor Corporation (TM) | 0.0 | $1.9k | 10.00 | 191.10 | |
| Ishares U S Etf Tr int rt hdg c b (LQDH) | 0.0 | $1.9k | 20.00 | 93.55 | |
| Advance Auto Parts (AAP) | 0.0 | $1.8k | 30.00 | 61.40 | |
| Chesapeake Energy Corp (EXE) | 0.0 | $1.7k | 16.00 | 106.25 | |
| Nasdaq Omx (NDAQ) | 0.0 | $1.7k | 19.00 | 88.47 | |
| Solventum Corp (SOLV) | 0.0 | $1.7k | 23.00 | 73.00 | |
| Ares Management Corporation cl a com stk (ARES) | 0.0 | $1.6k | 10.00 | 159.90 | |
| Cerus Corporation (CERS) | 0.0 | $1.6k | 1.0k | 1.59 | |
| Paramount Skydance Corp Cl B (PSKY) | 0.0 | $1.5k | 80.00 | 18.93 | |
| Monster Beverage Corp (MNST) | 0.0 | $1.5k | 22.00 | 67.32 | |
| Wpp Plc- (WPP) | 0.0 | $1.5k | 59.00 | 25.05 | |
| Baker Hughes A Ge Company (BKR) | 0.0 | $1.5k | 30.00 | 48.73 | |
| Pimco (PYLD) | 0.0 | $1.4k | 52.00 | 26.85 | |
| American Homes 4 Rent-a reit (AMH) | 0.0 | $1.4k | 41.00 | 33.24 | |
| Constellation Brands (STZ) | 0.0 | $1.3k | 10.00 | 134.70 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $1.3k | 34.00 | 39.20 | |
| Ametek (AME) | 0.0 | $1.3k | 7.00 | 188.00 | |
| First Horizon National Corporation (FHN) | 0.0 | $1.3k | 56.00 | 22.61 | |
| Sabra Health Care REIT (SBRA) | 0.0 | $1.2k | 65.00 | 18.65 | |
| Workday Inc cl a (WDAY) | 0.0 | $1.2k | 5.00 | 240.80 | |
| SYNNEX Corporation (SNX) | 0.0 | $1.1k | 7.00 | 163.71 | |
| American Healthcare Reit (AHR) | 0.0 | $1.1k | 27.00 | 42.00 | |
| Hormel Foods Corporation (HRL) | 0.0 | $1.1k | 45.00 | 24.73 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $1.1k | 11.00 | 100.73 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $1.0k | 22.00 | 46.59 | |
| Terreno Realty Corporation (TRNO) | 0.0 | $1.0k | 18.00 | 56.78 | |
| Alcoa (AA) | 0.0 | $1.0k | 31.00 | 32.90 | |
| Equity Lifestyle Properties (ELS) | 0.0 | $971.000000 | 16.00 | 60.69 | |
| W.W. Grainger (GWW) | 0.0 | $953.000000 | 1.00 | 953.00 | |
| Broadstone Net Lease (BNL) | 0.0 | $910.997700 | 51.00 | 17.86 | |
| Knight Swift Transn Hldgs (KNX) | 0.0 | $908.999100 | 23.00 | 39.52 | |
| Cousins Properties (CUZ) | 0.0 | $897.000500 | 31.00 | 28.94 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $853.999800 | 6.00 | 142.33 | |
| Ftai Aviation (FTAI) | 0.0 | $834.000000 | 5.00 | 166.80 | |
| Ryman Hospitality Pptys (RHP) | 0.0 | $806.000400 | 9.00 | 89.56 | |
| Essex Property Trust (ESS) | 0.0 | $803.000100 | 3.00 | 267.67 | |
| Humana (HUM) | 0.0 | $780.000000 | 3.00 | 260.00 | |
| Putnam Premier Income Trust (PPT) | 0.0 | $767.998400 | 208.00 | 3.69 | |
| National Retail Properties (NNN) | 0.0 | $766.000800 | 18.00 | 42.56 | |
| Vornado Realty Trust (VNO) | 0.0 | $730.000800 | 18.00 | 40.56 | |
| Regal-beloit Corporation (RRX) | 0.0 | $717.000000 | 5.00 | 143.40 | |
| Fastenal Company (FAST) | 0.0 | $686.999600 | 14.00 | 49.07 | |
| Avantor (AVTR) | 0.0 | $685.998500 | 55.00 | 12.47 | |
| Rxo (RXO) | 0.0 | $677.001600 | 44.00 | 15.39 | |
| Halozyme Therapeutics (HALO) | 0.0 | $659.999700 | 9.00 | 73.33 | |
| Assurant (AIZ) | 0.0 | $650.000100 | 3.00 | 216.67 | |
| Brixmor Prty (BRX) | 0.0 | $637.001100 | 23.00 | 27.70 | |
| Estee Lauder Companies (EL) | 0.0 | $617.000300 | 7.00 | 88.14 | |
| Kilroy Realty Corporation (KRC) | 0.0 | $591.999800 | 14.00 | 42.29 | |
| Americold Rlty Tr (COLD) | 0.0 | $562.998600 | 46.00 | 12.24 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $562.000000 | 1.00 | 562.00 | |
| National Health Investors (NHI) | 0.0 | $556.999800 | 7.00 | 79.57 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $550.000000 | 2.00 | 275.00 | |
| Edwards Lifesciences (EW) | 0.0 | $544.000100 | 7.00 | 77.71 | |
| International Game Technology (BRSL) | 0.0 | $518.001000 | 30.00 | 17.27 | |
| Airbnb (ABNB) | 0.0 | $486.000000 | 4.00 | 121.50 | |
| Builders FirstSource (BLDR) | 0.0 | $485.000000 | 4.00 | 121.25 | |
| FMC Corporation (FMC) | 0.0 | $437.000200 | 13.00 | 33.62 | |
| Gran Tierra Energy (GTE) | 0.0 | $435.000000 | 100.00 | 4.35 | |
| Ishares Tr Exponential Technologies Etf (XT) | 0.0 | $432.000000 | 6.00 | 72.00 | |
| Tenet Healthcare Corporation (THC) | 0.0 | $406.000000 | 2.00 | 203.00 | |
| Entegris (ENTG) | 0.0 | $370.000000 | 4.00 | 92.50 | |
| Everest Re Group (EG) | 0.0 | $350.000000 | 1.00 | 350.00 | |
| Netstreit Corp (NTST) | 0.0 | $342.999400 | 19.00 | 18.05 | |
| Whirlpool Corporation (WHR) | 0.0 | $314.000000 | 4.00 | 78.50 | |
| Vulcan Materials Company (VMC) | 0.0 | $308.000000 | 1.00 | 308.00 | |
| DiamondRock Hospitality Company (DRH) | 0.0 | $302.001200 | 38.00 | 7.95 | |
| InvenTrust Properties Corp (IVT) | 0.0 | $286.000000 | 10.00 | 28.60 | |
| Global X Fds autonmous ev etf (DRIV) | 0.0 | $283.000000 | 10.00 | 28.30 | |
| Olin Corporation (OLN) | 0.0 | $250.000000 | 10.00 | 25.00 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $200.000100 | 3.00 | 66.67 | |
| Lineage (LINE) | 0.0 | $193.000000 | 5.00 | 38.60 | |
| Global X Fds glb x lithium (LIT) | 0.0 | $171.000000 | 3.00 | 57.00 | |
| Saul Centers (BFS) | 0.0 | $96.000000 | 3.00 | 32.00 | |
| Valaris (VAL.WS) | 0.0 | $3.000000 | 1.00 | 3.00 |