Navellier & Associates as of Sept. 30, 2025
Portfolio Holdings for Navellier & Associates
Navellier & Associates holds 354 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 |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.9 | $107M | 576k | 186.58 | |
| Emcor (EME) | 2.2 | $22M | 33k | 649.55 | |
| Eli Lilly & Co. (LLY) | 2.0 | $20M | 26k | 762.99 | |
| Quanta Services (PWR) | 2.0 | $20M | 48k | 414.42 | |
| Royal Caribbean Cruises (RCL) | 2.0 | $19M | 60k | 323.58 | |
| Costco Wholesale Corporation (COST) | 1.9 | $19M | 20k | 925.63 | |
| Applovin Corp Class A (APP) | 1.8 | $17M | 24k | 718.54 | |
| Palantir Technologies (PLTR) | 1.6 | $16M | 88k | 182.42 | |
| Comfort Systems USA (FIX) | 1.6 | $16M | 19k | 825.19 | |
| Howmet Aerospace (HWM) | 1.6 | $15M | 78k | 196.23 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 1.5 | $15M | 314k | 47.94 | |
| Kinross Gold Corp (KGC) | 1.4 | $13M | 540k | 24.85 | |
| Carpenter Technology Corporation (CRS) | 1.3 | $13M | 52k | 245.54 | |
| Apple (AAPL) | 1.3 | $12M | 49k | 254.63 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $11M | 102k | 112.75 | |
| Robinhood Mkts (HOOD) | 1.2 | $11M | 80k | 143.18 | |
| Targa Res Corp (TRGP) | 1.1 | $11M | 65k | 167.54 | |
| Wal-Mart Stores (WMT) | 1.1 | $11M | 105k | 103.06 | |
| Agnico (AEM) | 1.1 | $11M | 64k | 168.56 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 1.1 | $11M | 70k | 150.86 | |
| Argan (AGX) | 1.1 | $10M | 38k | 270.05 | |
| Axon Enterprise (AXON) | 1.0 | $10M | 14k | 717.64 | |
| Microsoft Corporation (MSFT) | 1.0 | $10M | 20k | 517.95 | |
| AECOM Technology Corporation (ACM) | 1.0 | $10M | 77k | 130.47 | |
| Alamos Gold Inc New Class A (AGI) | 1.0 | $9.8M | 282k | 34.86 | |
| Progressive Corporation (PGR) | 1.0 | $9.8M | 40k | 246.95 | |
| Bloom Energy Corp (BE) | 1.0 | $9.4M | 112k | 84.57 | |
| Guidewire Software (GWRE) | 0.8 | $8.1M | 35k | 229.86 | |
| Facebook Inc cl a (META) | 0.8 | $8.0M | 11k | 734.38 | |
| Elbit Systems (ESLT) | 0.8 | $7.8M | 15k | 509.80 | |
| Abbvie (ABBV) | 0.7 | $7.2M | 31k | 231.54 | |
| Exelixis (EXEL) | 0.7 | $7.1M | 172k | 41.30 | |
| Phillips 66 (PSX) | 0.7 | $6.6M | 49k | 136.02 | |
| 2060000 Power Solutions International (PSIX) | 0.6 | $6.3M | 64k | 98.22 | |
| Archrock (AROC) | 0.6 | $6.3M | 239k | 26.31 | |
| Ubiquiti (UI) | 0.6 | $6.2M | 9.4k | 660.58 | |
| Cal-Maine Foods (CALM) | 0.6 | $6.1M | 65k | 94.10 | |
| Nutanix Inc cl a (NTNX) | 0.6 | $6.0M | 81k | 74.39 | |
| AmerisourceBergen (COR) | 0.6 | $5.8M | 19k | 312.53 | |
| SkyWest (SKYW) | 0.6 | $5.7M | 57k | 100.62 | |
| Carvana Co cl a (CVNA) | 0.6 | $5.7M | 15k | 377.24 | |
| Ferrari Nv Ord (RACE) | 0.6 | $5.6M | 12k | 485.22 | |
| Arista Networks (ANET) | 0.5 | $5.3M | 37k | 145.71 | |
| Hims & Hers Heal (HIMS) | 0.5 | $5.3M | 93k | 56.72 | |
| Trane Technologies (TT) | 0.5 | $5.2M | 12k | 421.96 | |
| Doximity (DOCS) | 0.5 | $5.1M | 70k | 73.15 | |
| Embraer S A (ERJ) | 0.5 | $5.1M | 84k | 60.45 | |
| Idaho Strategic Resources (IDR) | 0.5 | $4.9M | 146k | 33.79 | |
| Verisign (VRSN) | 0.5 | $4.9M | 18k | 279.57 | |
| Argenx Se (ARGX) | 0.5 | $4.9M | 6.6k | 737.56 | |
| Sprouts Fmrs Mkt (SFM) | 0.5 | $4.8M | 44k | 108.80 | |
| ExlService Holdings (EXLS) | 0.5 | $4.8M | 109k | 44.03 | |
| Metropcs Communications (TMUS) | 0.5 | $4.7M | 20k | 239.38 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.5 | $4.7M | 26k | 178.73 | |
| Universal Technical Institute (UTI) | 0.5 | $4.6M | 142k | 32.55 | |
| Lam Research (LRCX) | 0.5 | $4.6M | 35k | 133.90 | |
| Bwx Technologies (BWXT) | 0.5 | $4.6M | 25k | 184.37 | |
| Ge Vernova (GEV) | 0.5 | $4.6M | 7.5k | 614.90 | |
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.5 | $4.6M | 39k | 117.16 | |
| Cisco Systems (CSCO) | 0.5 | $4.5M | 65k | 68.42 | |
| Sezzle (SEZL) | 0.5 | $4.5M | 56k | 79.53 | |
| Broadcom (AVGO) | 0.5 | $4.4M | 14k | 329.90 | |
| Atmos Energy Corporation (ATO) | 0.4 | $4.3M | 25k | 170.75 | |
| Amer Sports (AS) | 0.4 | $4.2M | 121k | 34.75 | |
| Boston Scientific Corporation (BSX) | 0.4 | $4.2M | 43k | 97.63 | |
| Amazon (AMZN) | 0.4 | $4.1M | 18k | 219.57 | |
| Pepsi (PEP) | 0.4 | $4.0M | 28k | 140.44 | |
| Kroger (KR) | 0.4 | $3.9M | 59k | 67.41 | |
| Allstate Corporation (ALL) | 0.4 | $3.9M | 18k | 214.65 | |
| Universal Corporation (UVV) | 0.4 | $3.9M | 70k | 55.87 | |
| Amgen (AMGN) | 0.4 | $3.8M | 14k | 282.20 | |
| eBay (EBAY) | 0.4 | $3.7M | 40k | 90.95 | |
| General Dynamics Corporation (GD) | 0.4 | $3.6M | 11k | 341.00 | |
| NRG Energy (NRG) | 0.4 | $3.6M | 22k | 161.95 | |
| Technipfmc (FTI) | 0.4 | $3.5M | 89k | 39.45 | |
| Coeur d'Alene Mines Corporation (CDE) | 0.3 | $3.4M | 182k | 18.76 | |
| Ingredion Incorporated (INGR) | 0.3 | $3.4M | 28k | 122.11 | |
| Baker Hughes A Ge Company (BKR) | 0.3 | $3.3M | 68k | 48.72 | |
| TTM Technologies (TTMI) | 0.3 | $3.3M | 57k | 57.60 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $3.2M | 4.2k | 758.15 | |
| Xcel Energy (XEL) | 0.3 | $3.1M | 39k | 80.65 | |
| Sap (SAP) | 0.3 | $3.1M | 12k | 267.21 | |
| Valero Energy Corporation (VLO) | 0.3 | $3.1M | 18k | 170.26 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.3 | $3.0M | 27k | 113.88 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $3.0M | 9.5k | 315.43 | |
| Procter & Gamble Company (PG) | 0.3 | $3.0M | 20k | 153.65 | |
| Cme (CME) | 0.3 | $3.0M | 11k | 270.19 | |
| Fresh Del Monte Produce (FDP) | 0.3 | $2.9M | 83k | 34.72 | |
| Viper Energy Inc Cl A (VNOM) | 0.3 | $2.9M | 75k | 38.22 | |
| Johnson & Johnson (JNJ) | 0.3 | $2.8M | 15k | 185.42 | |
| Paymentus Holdings (PAY) | 0.3 | $2.8M | 93k | 30.60 | |
| Fidelity msci info tech i (FTEC) | 0.3 | $2.8M | 13k | 222.17 | |
| Ss&c Technologies Holding (SSNC) | 0.3 | $2.7M | 30k | 88.76 | |
| KLA-Tencor Corporation (KLAC) | 0.3 | $2.7M | 2.5k | 1078.60 | |
| Perimeter Solutions (PRM) | 0.3 | $2.5M | 111k | 22.39 | |
| Ssr Mining (SSRM) | 0.2 | $2.5M | 100k | 24.42 | |
| Pilgrim's Pride Corporation (PPC) | 0.2 | $2.4M | 59k | 40.72 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $2.4M | 9.8k | 243.11 | |
| Hesai Group (HSAI) | 0.2 | $2.4M | 85k | 28.10 | |
| Colgate-Palmolive Company (CL) | 0.2 | $2.4M | 30k | 79.94 | |
| Brinker International (EAT) | 0.2 | $2.3M | 19k | 126.68 | |
| Talen Energy Corp (TLN) | 0.2 | $2.3M | 5.3k | 425.38 | |
| iShares MSCI EAFE Value Index (EFV) | 0.2 | $2.3M | 33k | 67.83 | |
| MicroStrategy Incorporated (MSTR) | 0.2 | $2.3M | 7.0k | 322.21 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.2 | $2.2M | 22k | 99.95 | |
| Hci (HCI) | 0.2 | $2.1M | 11k | 191.93 | |
| Woodward Governor Company (WWD) | 0.2 | $2.1M | 8.4k | 252.71 | |
| First Trust Amex Biotech Index Fnd (FBT) | 0.2 | $2.1M | 12k | 179.29 | |
| Phibro Animal Health Corporati*on Cmn Class A (PAHC) | 0.2 | $2.1M | 52k | 40.46 | |
| Caledonia Mng Corp (CMCL) | 0.2 | $2.0M | 57k | 36.21 | |
| First Trust Health Care AlphaDEX (FXH) | 0.2 | $2.0M | 19k | 109.67 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $2.0M | 3.0k | 666.18 | |
| Chevron Corporation (CVX) | 0.2 | $2.0M | 13k | 155.29 | |
| First Trust Energy AlphaDEX (FXN) | 0.2 | $2.0M | 123k | 16.30 | |
| Ies Hldgs (IESC) | 0.2 | $2.0M | 5.0k | 397.65 | |
| Garmin (GRMN) | 0.2 | $2.0M | 8.0k | 246.22 | |
| Ego (EGO) | 0.2 | $1.9M | 67k | 28.89 | |
| Nextera Energy (NEE) | 0.2 | $1.9M | 25k | 75.49 | |
| Sportradar Group Ag Class A Ord (SRAD) | 0.2 | $1.9M | 69k | 26.90 | |
| Flowserve Corporation (FLS) | 0.2 | $1.8M | 35k | 53.14 | |
| Dynex Cap (DX) | 0.2 | $1.8M | 148k | 12.29 | |
| McDonald's Corporation (MCD) | 0.2 | $1.8M | 5.9k | 303.89 | |
| Rev (REVG) | 0.2 | $1.8M | 32k | 56.67 | |
| Chromadex Corp (NAGE) | 0.2 | $1.8M | 190k | 9.33 | |
| Adtalem Global Ed (ATGE) | 0.2 | $1.8M | 11k | 154.45 | |
| First Trust Financials AlphaDEX (FXO) | 0.2 | $1.7M | 29k | 59.39 | |
| iShares Dow Jones US Technology (IYW) | 0.2 | $1.7M | 8.5k | 195.86 | |
| Union Pacific Corporation (UNP) | 0.2 | $1.7M | 7.0k | 236.37 | |
| Tyler Technologies (TYL) | 0.2 | $1.6M | 3.1k | 523.16 | |
| Oracle Corporation (ORCL) | 0.2 | $1.6M | 5.8k | 281.24 | |
| International Business Machines (IBM) | 0.2 | $1.6M | 5.7k | 282.16 | |
| Ishares Msci Japan (EWJ) | 0.2 | $1.6M | 20k | 80.21 | |
| First Trust Cnsmer Disry Alpha Fnd (FXD) | 0.2 | $1.6M | 23k | 68.22 | |
| First Trust Ind/Prod AlphaDEX (FXR) | 0.2 | $1.5M | 20k | 78.06 | |
| Tencent Music Entertco L spon ad (TME) | 0.2 | $1.5M | 66k | 23.34 | |
| Ionq Inc Pipe (IONQ) | 0.2 | $1.5M | 25k | 61.50 | |
| Virtu Financial Inc Class A (VIRT) | 0.2 | $1.5M | 42k | 35.50 | |
| CECO Environmental (CECO) | 0.1 | $1.5M | 29k | 51.20 | |
| Electromed (ELMD) | 0.1 | $1.5M | 59k | 24.55 | |
| Osisko Gold Royalties (OR) | 0.1 | $1.5M | 36k | 40.08 | |
| Citigroup (C) | 0.1 | $1.4M | 14k | 101.50 | |
| Tutor Perini Corporation (TPC) | 0.1 | $1.4M | 22k | 65.59 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $1.4M | 5.8k | 243.56 | |
| Mueller Industries (MLI) | 0.1 | $1.4M | 14k | 101.11 | |
| Clear Secure (YOU) | 0.1 | $1.4M | 42k | 33.38 | |
| Verizon Communications (VZ) | 0.1 | $1.4M | 32k | 43.95 | |
| Willdan (WLDN) | 0.1 | $1.3M | 14k | 96.69 | |
| Darden Restaurants (DRI) | 0.1 | $1.3M | 6.9k | 190.36 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $1.3M | 24k | 53.40 | |
| Home Depot (HD) | 0.1 | $1.3M | 3.1k | 405.15 | |
| D-wave Quantum (QBTS) | 0.1 | $1.3M | 51k | 24.71 | |
| Steel Dynamics (STLD) | 0.1 | $1.2M | 8.6k | 139.43 | |
| Flotek Industries (FTK) | 0.1 | $1.2M | 83k | 14.60 | |
| Carriage Services (CSV) | 0.1 | $1.2M | 27k | 44.54 | |
| Rocket Lab Corp (RKLB) | 0.1 | $1.1M | 24k | 47.91 | |
| Innovative Solutions & Support (ISSC) | 0.1 | $1.1M | 92k | 12.49 | |
| SPDR Gold Trust (GLD) | 0.1 | $1.1M | 3.2k | 355.47 | |
| Ibex (IBEX) | 0.1 | $1.1M | 28k | 40.52 | |
| Itron (ITRI) | 0.1 | $1.1M | 9.1k | 124.56 | |
| Powell Industries (POWL) | 0.1 | $1.1M | 3.7k | 304.83 | |
| Skyward Specialty Insurance Gr (SKWD) | 0.1 | $1.1M | 24k | 47.56 | |
| Tat Technologies Ltd ord (TATT) | 0.1 | $1.1M | 26k | 44.03 | |
| iShares MSCI Canada Index (EWC) | 0.1 | $1.1M | 22k | 50.55 | |
| salesforce (CRM) | 0.1 | $1.1M | 4.7k | 237.01 | |
| Norfolk Southern (NSC) | 0.1 | $1.1M | 3.7k | 300.41 | |
| Wayside Technology (CLMB) | 0.1 | $1.1M | 8.1k | 134.84 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $1.1M | 4.6k | 239.64 | |
| Clearpoint Neuro (CLPT) | 0.1 | $1.1M | 50k | 21.79 | |
| Coca-Cola Company (KO) | 0.1 | $1.1M | 16k | 66.32 | |
| Stonex Group (SNEX) | 0.1 | $1.1M | 11k | 100.92 | |
| New Gold Inc Cda (NGD) | 0.1 | $1.1M | 150k | 7.18 | |
| Heritage Ins Hldgs (HRTG) | 0.1 | $1.1M | 43k | 25.18 | |
| American Express Company (AXP) | 0.1 | $1.1M | 3.2k | 332.16 | |
| Vanguard European ETF (VGK) | 0.1 | $1.1M | 13k | 79.80 | |
| Interactive Brokers (IBKR) | 0.1 | $1.1M | 15k | 68.81 | |
| Oge Energy Corp (OGE) | 0.1 | $1.0M | 22k | 46.27 | |
| American Public Education (APEI) | 0.1 | $1.0M | 26k | 39.47 | |
| Lowe's Companies (LOW) | 0.1 | $1.0M | 4.1k | 251.31 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $1.0M | 11k | 95.47 | |
| Nexxen Intl (NEXN) | 0.1 | $1.0M | 110k | 9.25 | |
| Uranium Energy (UEC) | 0.1 | $1.0M | 76k | 13.34 | |
| Eversource Energy (ES) | 0.1 | $1.0M | 14k | 71.14 | |
| iShares S&P 500 Index (IVV) | 0.1 | $991k | 1.5k | 669.30 | |
| MasterCard Incorporated (MA) | 0.1 | $983k | 1.7k | 568.81 | |
| Analog Devices (ADI) | 0.1 | $979k | 4.0k | 245.70 | |
| 21vianet Group (VNET) | 0.1 | $957k | 93k | 10.33 | |
| Natural Grocers By Vitamin C (NGVC) | 0.1 | $957k | 24k | 40.00 | |
| Brown Adv Smcp Val Invs mutual fund (BIAUX) | 0.1 | $940k | 31k | 29.90 | |
| HEICO Corporation (HEI) | 0.1 | $939k | 2.9k | 322.82 | |
| Masimo Corporation (MASI) | 0.1 | $931k | 6.3k | 147.55 | |
| Aurinia Pharmaceuticals (AUPH) | 0.1 | $926k | 84k | 11.05 | |
| Bank of America Corporation (BAC) | 0.1 | $926k | 18k | 51.59 | |
| Frequency Electronics (FEIM) | 0.1 | $915k | 27k | 33.91 | |
| Bos Better Online Solutions shs new nis 80 (BOSC) | 0.1 | $911k | 192k | 4.76 | |
| Old Republic International Corporation (ORI) | 0.1 | $899k | 21k | 42.47 | |
| Philip Morris International (PM) | 0.1 | $895k | 5.5k | 162.20 | |
| Visa (V) | 0.1 | $857k | 2.5k | 341.41 | |
| Applied Industrial Technologies (AIT) | 0.1 | $856k | 3.3k | 261.05 | |
| Cheesecake Factory Incorporated (CAKE) | 0.1 | $844k | 15k | 54.64 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $831k | 15k | 53.87 | |
| iShares Dow Jones US Industrial (IYJ) | 0.1 | $824k | 5.6k | 145.88 | |
| Lamar Advertising Co-a (LAMR) | 0.1 | $806k | 6.6k | 122.41 | |
| Wasatch Core Grwth mf (WGROX) | 0.1 | $804k | 9.7k | 83.09 | |
| Palomar Hldgs (PLMR) | 0.1 | $785k | 6.7k | 116.75 | |
| Air Products & Chemicals (APD) | 0.1 | $775k | 2.8k | 272.72 | |
| Hennessy Advisors (HNNA) | 0.1 | $770k | 74k | 10.45 | |
| Donegal (DGICA) | 0.1 | $765k | 40k | 19.39 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $760k | 12k | 65.26 | |
| Palo Alto Networks (PANW) | 0.1 | $757k | 3.7k | 203.62 | |
| Intel Corporation (INTC) | 0.1 | $740k | 22k | 33.55 | |
| Waste Connections (WCN) | 0.1 | $731k | 4.2k | 175.80 | |
| Abbott Laboratories (ABT) | 0.1 | $727k | 5.4k | 133.94 | |
| Amcor (AMCR) | 0.1 | $722k | 88k | 8.18 | |
| iShares Dow Jones US Energy Sector (IYE) | 0.1 | $715k | 15k | 47.52 | |
| Clorox Company (CLX) | 0.1 | $712k | 5.8k | 123.30 | |
| Merck & Co (MRK) | 0.1 | $704k | 8.4k | 83.93 | |
| Apollo Global Mgmt (APO) | 0.1 | $704k | 5.3k | 133.27 | |
| UnitedHealth (UNH) | 0.1 | $703k | 2.0k | 345.32 | |
| Oil-Dri Corporation of America (ODC) | 0.1 | $701k | 12k | 61.04 | |
| S&p Global (SPGI) | 0.1 | $694k | 1.4k | 486.71 | |
| Ftai Aviation (FTAI) | 0.1 | $694k | 4.2k | 166.86 | |
| Unilever (UL) | 0.1 | $681k | 12k | 59.28 | |
| Black Hills Corporation (BKH) | 0.1 | $679k | 11k | 61.59 | |
| Cameco Corporation (CCJ) | 0.1 | $666k | 7.9k | 83.86 | |
| Automatic Data Processing (ADP) | 0.1 | $660k | 2.3k | 293.48 | |
| Oneok (OKE) | 0.1 | $655k | 9.0k | 72.97 | |
| Genuine Parts Company (GPC) | 0.1 | $654k | 4.7k | 138.61 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $650k | 3.9k | 167.31 | |
| Pro-dex Inc Colo equity (PDEX) | 0.1 | $650k | 19k | 33.85 | |
| shares First Bancorp P R (FBP) | 0.1 | $626k | 28k | 22.05 | |
| Northern Trust Corporation (NTRS) | 0.1 | $625k | 4.6k | 134.60 | |
| Excelerate Energy Inc-a (EE) | 0.1 | $625k | 25k | 25.19 | |
| Yum! Brands (YUM) | 0.1 | $621k | 4.1k | 152.00 | |
| Willis Lease Finance Corporation (WLFC) | 0.1 | $616k | 4.5k | 137.09 | |
| Intercontinental Exchange (ICE) | 0.1 | $612k | 3.6k | 168.48 | |
| Bristol Myers Squibb (BMY) | 0.1 | $598k | 13k | 45.10 | |
| Qxo (QXO) | 0.1 | $594k | 31k | 19.06 | |
| Terawulf (WULF) | 0.1 | $594k | 52k | 11.42 | |
| Wintrust Financial Corporation (WTFC) | 0.1 | $588k | 4.4k | 132.44 | |
| Laureate Education Inc cl a (LAUR) | 0.1 | $584k | 19k | 31.54 | |
| PrimeEnergy Corporation (PNRG) | 0.1 | $579k | 3.5k | 167.03 | |
| Ituran Location And Control (ITRN) | 0.1 | $577k | 16k | 35.72 | |
| Royal Gold (RGLD) | 0.1 | $572k | 2.9k | 200.58 | |
| Sanmina (SANM) | 0.1 | $565k | 4.9k | 115.11 | |
| Limbach Hldgs (LMB) | 0.1 | $562k | 5.8k | 97.12 | |
| Grab Holdings Limited Class A Ord (GRAB) | 0.1 | $559k | 93k | 6.02 | |
| Intl Gnrl Insurance Hldngs (IGIC) | 0.1 | $559k | 24k | 23.20 | |
| American Electric Power Company (AEP) | 0.1 | $553k | 4.9k | 112.50 | |
| Extra Space Storage (EXR) | 0.1 | $543k | 3.9k | 140.94 | |
| TPG (TPG) | 0.1 | $542k | 9.4k | 57.45 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $532k | 5.8k | 91.77 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $531k | 31k | 17.27 | |
| Docusign (DOCU) | 0.1 | $529k | 7.3k | 72.09 | |
| Alignment Healthcare (ALHC) | 0.1 | $525k | 30k | 17.45 | |
| Monolithic Power Systems (MPWR) | 0.1 | $520k | 565.00 | 920.64 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $516k | 3.6k | 144.37 | |
| BioCryst Pharmaceuticals (BCRX) | 0.1 | $508k | 67k | 7.59 | |
| iShares Dow Jones US Healthcare (IYH) | 0.1 | $501k | 8.5k | 58.72 | |
| iShares Dow Jones US Financial (IYF) | 0.1 | $499k | 3.9k | 126.64 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $497k | 828.00 | 600.37 | |
| Mplx (MPLX) | 0.0 | $490k | 9.8k | 49.95 | |
| Guardant Health (GH) | 0.0 | $485k | 7.8k | 62.48 | |
| Lifevantage Ord (LFVN) | 0.0 | $480k | 49k | 9.73 | |
| Alaska Air (ALK) | 0.0 | $478k | 9.6k | 49.78 | |
| Bel Fuse (BELFB) | 0.0 | $467k | 3.3k | 141.02 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $466k | 765.00 | 609.58 | |
| Makemytrip Limited Mauritius (MMYT) | 0.0 | $465k | 5.0k | 93.60 | |
| Western Midstream Partners (WES) | 0.0 | $457k | 12k | 39.29 | |
| National Storage Affiliates shs ben int (NSA) | 0.0 | $456k | 15k | 30.22 | |
| NOVA MEASURING Instruments L (NVMI) | 0.0 | $456k | 1.4k | 319.66 | |
| Consolidated Edison (ED) | 0.0 | $454k | 4.5k | 100.53 | |
| Graham Corporation (GHM) | 0.0 | $454k | 8.3k | 54.90 | |
| CryoLife (AORT) | 0.0 | $450k | 11k | 42.34 | |
| Walt Disney Company (DIS) | 0.0 | $444k | 3.9k | 114.49 | |
| Hess Midstream Lp cl a (HESM) | 0.0 | $442k | 13k | 34.55 | |
| Compass Diversified Holdings (CODI) | 0.0 | $437k | 66k | 6.62 | |
| Siebert Financial (SIEB) | 0.0 | $432k | 148k | 2.92 | |
| Alphatec Holdings (ATEC) | 0.0 | $430k | 30k | 14.54 | |
| Hershey Company (HSY) | 0.0 | $428k | 2.3k | 187.08 | |
| First Trust Tech AlphaDEX Fnd (FXL) | 0.0 | $418k | 2.5k | 167.99 | |
| First Trust NASDAQ-100 Tech Sector InETF (QTEC) | 0.0 | $417k | 1.8k | 229.61 | |
| Casey's General Stores (CASY) | 0.0 | $417k | 738.00 | 565.32 | |
| Cipher Mining (CIFR) | 0.0 | $416k | 33k | 12.59 | |
| MasTec (MTZ) | 0.0 | $414k | 1.9k | 212.81 | |
| Comstock Hldg Cos Inc cl a (CHCI) | 0.0 | $393k | 28k | 14.01 | |
| RadNet (RDNT) | 0.0 | $391k | 5.1k | 76.21 | |
| UFP Technologies (UFPT) | 0.0 | $389k | 1.9k | 199.60 | |
| Getty Realty (GTY) | 0.0 | $387k | 14k | 26.83 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $381k | 1.8k | 215.79 | |
| Eton Pharmaceuticals (ETON) | 0.0 | $380k | 18k | 21.73 | |
| Eaton (ETN) | 0.0 | $376k | 1.0k | 374.25 | |
| Nasdaq Omx (NDAQ) | 0.0 | $373k | 4.2k | 88.45 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $373k | 1.3k | 279.28 | |
| At&t (T) | 0.0 | $371k | 13k | 28.24 | |
| Energy Services of America (ESOA) | 0.0 | $356k | 34k | 10.35 | |
| Netflix (NFLX) | 0.0 | $356k | 297.00 | 1198.92 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $354k | 1.9k | 183.72 | |
| Kinder Morgan (KMI) | 0.0 | $345k | 12k | 28.31 | |
| Energy Transfer Equity (ET) | 0.0 | $342k | 20k | 17.16 | |
| Entergy Corporation (ETR) | 0.0 | $342k | 3.7k | 93.19 | |
| Jabil Circuit (JBL) | 0.0 | $340k | 1.6k | 217.17 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $337k | 2.4k | 140.78 | |
| Advanced Micro Devices (AMD) | 0.0 | $335k | 2.1k | 161.79 | |
| Primoris Services (PRIM) | 0.0 | $326k | 2.4k | 137.33 | |
| Fidelity Wise Origin Bitcoin (FBTC) | 0.0 | $321k | 3.2k | 99.81 | |
| Fidelity National Information Services (FIS) | 0.0 | $319k | 4.8k | 65.94 | |
| First Trust Materials AlphaDEX Fnd (FXZ) | 0.0 | $312k | 5.1k | 61.59 | |
| Brightsphere Investment Group (AAMI) | 0.0 | $310k | 6.4k | 48.16 | |
| Pennymac Financial Services (PFSI) | 0.0 | $310k | 2.5k | 123.88 | |
| Vital Farms (VITL) | 0.0 | $310k | 7.5k | 41.15 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $309k | 4.3k | 71.37 | |
| Enterprise Products Partners (EPD) | 0.0 | $309k | 9.9k | 31.27 | |
| Golub Capital BDC (GBDC) | 0.0 | $308k | 23k | 13.69 | |
| Dt Midstream (DTM) | 0.0 | $307k | 2.7k | 113.06 | |
| Biogen Idec (BIIB) | 0.0 | $303k | 2.2k | 140.08 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $297k | 2.1k | 138.24 | |
| AeroVironment (AVAV) | 0.0 | $285k | 906.00 | 314.89 | |
| Servicenow (NOW) | 0.0 | $283k | 307.00 | 920.28 | |
| SYNNEX Corporation (SNX) | 0.0 | $282k | 1.7k | 163.75 | |
| eGain Communications Corporation (EGAN) | 0.0 | $277k | 32k | 8.71 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $276k | 926.00 | 297.91 | |
| Appfolio (APPF) | 0.0 | $276k | 1.0k | 275.66 | |
| McGrath Rent (MGRC) | 0.0 | $273k | 2.3k | 117.30 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $263k | 13k | 19.70 | |
| Credo Technology Group Holding (CRDO) | 0.0 | $263k | 1.8k | 145.61 | |
| Plains Gp Holdings Lp-cl A (PAGP) | 0.0 | $260k | 14k | 18.24 | |
| Epsilon Energy (EPSN) | 0.0 | $259k | 51k | 5.04 | |
| Marex Group (MRX) | 0.0 | $257k | 7.7k | 33.62 | |
| Dupont De Nemours (DD) | 0.0 | $256k | 3.3k | 77.90 | |
| Delta Air Lines (DAL) | 0.0 | $251k | 4.4k | 56.75 | |
| American International (AIG) | 0.0 | $247k | 3.2k | 78.54 | |
| Xylem (XYL) | 0.0 | $247k | 1.7k | 147.54 | |
| BorgWarner (BWA) | 0.0 | $245k | 5.6k | 43.96 | |
| Honeywell International (HON) | 0.0 | $240k | 1.1k | 210.50 | |
| Brink's Company (BCO) | 0.0 | $238k | 2.0k | 116.86 | |
| Columbia Banking System (COLB) | 0.0 | $233k | 9.1k | 25.74 | |
| Amdocs Ltd ord (DOX) | 0.0 | $232k | 2.8k | 82.05 | |
| Barrick Mining Corp (B) | 0.0 | $229k | 7.0k | 32.77 | |
| Waste Management (WM) | 0.0 | $227k | 1.0k | 220.86 | |
| Applied Materials (AMAT) | 0.0 | $226k | 1.1k | 204.83 | |
| Fortinet (FTNT) | 0.0 | $226k | 2.7k | 84.08 | |
| Genworth Financial (GNW) | 0.0 | $223k | 25k | 8.90 | |
| Porsche Automobil Hldg S (POAHY) | 0.0 | $218k | 55k | 3.93 | |
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $214k | 2.3k | 93.25 | |
| Element Solutions (ESI) | 0.0 | $213k | 8.5k | 25.17 | |
| Innodata Isogen (INOD) | 0.0 | $207k | 2.7k | 77.07 | |
| Encompass Health Corp (EHC) | 0.0 | $203k | 1.6k | 127.02 | |
| Brixmor Prty (BRX) | 0.0 | $202k | 7.3k | 27.68 | |
| Synovus Finl (SNV) | 0.0 | $201k | 4.1k | 49.08 | |
| Northern Technologies International (NTIC) | 0.0 | $193k | 25k | 7.71 | |
| WisdomTree Investments (WT) | 0.0 | $192k | 14k | 13.90 | |
| Adma Biologics (ADMA) | 0.0 | $176k | 12k | 14.66 | |
| CSP (CSPI) | 0.0 | $116k | 10k | 11.55 | |
| Sinovac Biotech | 0.0 | $0 | 14k | 0.00 |