Neville Rodie & Shaw as of Dec. 31, 2024
Portfolio Holdings for Neville Rodie & Shaw
Neville Rodie & Shaw holds 260 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 11.0 | $151M | 601k | 250.42 | |
| Microsoft Corporation (MSFT) | 5.3 | $73M | 173k | 421.50 | |
| Alphabet Inc Class A cs (GOOGL) | 4.0 | $55M | 293k | 189.30 | |
| Quanta Services (PWR) | 3.6 | $49M | 154k | 316.05 | |
| Thermo Fisher Scientific (TMO) | 3.0 | $41M | 79k | 520.23 | |
| Visa (V) | 2.9 | $39M | 124k | 316.04 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $34M | 141k | 239.71 | |
| Costco Wholesale Corporation (COST) | 2.4 | $33M | 36k | 916.26 | |
| Blackstone Group Inc Com Cl A (BX) | 2.3 | $31M | 180k | 172.42 | |
| Oracle Corporation (ORCL) | 2.1 | $29M | 173k | 166.64 | |
| Alphabet Inc Class C cs (GOOG) | 2.1 | $29M | 150k | 190.44 | |
| Exxon Mobil Corporation (XOM) | 2.0 | $27M | 249k | 107.57 | |
| Johnson & Johnson (JNJ) | 1.9 | $26M | 179k | 144.62 | |
| Lam Research (LRCX) | 1.8 | $25M | 350k | 72.23 | |
| Amazon (AMZN) | 1.8 | $24M | 110k | 219.39 | |
| Berkshire Hathaway (BRK.B) | 1.6 | $22M | 48k | 453.28 | |
| Zoetis Inc Cl A (ZTS) | 1.5 | $21M | 126k | 162.93 | |
| Danaher Corporation (DHR) | 1.4 | $20M | 87k | 229.55 | |
| Home Depot (HD) | 1.4 | $19M | 48k | 389.00 | |
| salesforce (CRM) | 1.3 | $18M | 53k | 334.32 | |
| Merck & Co (MRK) | 1.3 | $18M | 177k | 99.48 | |
| Abbvie (ABBV) | 1.3 | $17M | 97k | 177.70 | |
| NVIDIA Corporation (NVDA) | 1.2 | $16M | 120k | 134.29 | |
| Facebook Inc cl a (META) | 1.1 | $16M | 27k | 585.50 | |
| General Electric (GE) | 1.0 | $14M | 85k | 166.79 | |
| UnitedHealth (UNH) | 1.0 | $14M | 27k | 505.87 | |
| Nextera Energy (NEE) | 1.0 | $13M | 187k | 71.69 | |
| American Express Company (AXP) | 1.0 | $13M | 45k | 296.79 | |
| Fidelity Contrafund Mutual Funds (FCNTX) | 0.9 | $13M | 619k | 21.03 | |
| Eaton (ETN) | 0.9 | $13M | 38k | 331.86 | |
| Procter & Gamble Company (PG) | 0.9 | $13M | 76k | 167.66 | |
| Jacobs Engineering Group (J) | 0.9 | $12M | 90k | 133.62 | |
| International Business Machines (IBM) | 0.9 | $12M | 54k | 219.83 | |
| Eli Lilly & Co. (LLY) | 0.8 | $12M | 15k | 772.00 | |
| Norfolk Southern (NSC) | 0.8 | $11M | 46k | 234.70 | |
| Jpmorgan Hedged Equity Fund I Mutual Funds (JHEQX) | 0.8 | $11M | 319k | 33.12 | |
| Qualcomm (QCOM) | 0.7 | $9.8M | 64k | 153.62 | |
| Broadcom (AVGO) | 0.7 | $9.6M | 41k | 231.84 | |
| Chevron Corporation (CVX) | 0.7 | $9.0M | 62k | 144.84 | |
| ON Semiconductor (ON) | 0.7 | $9.0M | 143k | 63.05 | |
| Union Pacific Corporation (UNP) | 0.6 | $8.7M | 38k | 228.05 | |
| McDonald's Corporation (MCD) | 0.6 | $8.5M | 29k | 289.89 | |
| Metropcs Communications (TMUS) | 0.6 | $8.1M | 37k | 220.72 | |
| Honeywell International (HON) | 0.6 | $8.0M | 35k | 225.90 | |
| Raytheon Technologies Corp (RTX) | 0.6 | $7.9M | 68k | 115.72 | |
| Emerson Electric (EMR) | 0.6 | $7.6M | 62k | 123.92 | |
| Automatic Data Processing (ADP) | 0.6 | $7.6M | 26k | 292.75 | |
| Vanguard Information Technology ETF (VGT) | 0.6 | $7.5M | 12k | 621.79 | |
| Pepsi (PEP) | 0.5 | $6.9M | 45k | 152.06 | |
| Caterpillar (CAT) | 0.5 | $6.6M | 18k | 362.76 | |
| Howmet Aerospace (HWM) | 0.5 | $6.5M | 59k | 109.37 | |
| Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) | 0.5 | $6.3M | 169k | 37.42 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.5 | $6.3M | 101k | 62.65 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.5 | $6.2M | 47k | 132.20 | |
| Ge Vernova (GEV) | 0.4 | $6.0M | 18k | 328.92 | |
| Linde (LIN) | 0.4 | $5.7M | 14k | 418.65 | |
| S&p Global (SPGI) | 0.4 | $5.7M | 11k | 498.07 | |
| Abbott Laboratories (ABT) | 0.4 | $5.5M | 49k | 113.12 | |
| Wabtec Corporation (WAB) | 0.4 | $5.4M | 29k | 189.58 | |
| Intuitive Surgical (ISRG) | 0.4 | $4.9M | 9.3k | 522.01 | |
| Markel Corporation (MKL) | 0.3 | $4.8M | 2.8k | 1726.06 | |
| Hubbell (HUBB) | 0.3 | $4.8M | 11k | 418.86 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.3 | $4.7M | 42k | 113.61 | |
| Consumer Discretionary SPDR (XLY) | 0.3 | $4.2M | 19k | 224.34 | |
| Bank of New York Mellon Corporation (BK) | 0.3 | $3.8M | 50k | 76.84 | |
| Goldman Sachs (GS) | 0.3 | $3.8M | 6.6k | 572.64 | |
| Coca-Cola Company (KO) | 0.3 | $3.7M | 60k | 62.26 | |
| BP (BP) | 0.3 | $3.7M | 126k | 29.56 | |
| Moog (MOG.A) | 0.3 | $3.6M | 18k | 196.83 | |
| Palo Alto Networks (PANW) | 0.3 | $3.6M | 20k | 181.97 | |
| Vanguard 500 Index Fund Adm Mutual Funds (VFIAX) | 0.2 | $3.4M | 6.2k | 542.68 | |
| Micron Technology (MU) | 0.2 | $3.3M | 40k | 84.17 | |
| Corning Incorporated (GLW) | 0.2 | $3.3M | 69k | 47.52 | |
| Paypal Holdings (PYPL) | 0.2 | $3.3M | 38k | 85.35 | |
| Ametek (AME) | 0.2 | $3.1M | 17k | 180.28 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.2 | $3.0M | 36k | 82.63 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.2 | $2.9M | 86k | 33.91 | |
| Walt Disney Company (DIS) | 0.2 | $2.9M | 26k | 111.33 | |
| Bristol Myers Squibb (BMY) | 0.2 | $2.9M | 51k | 56.55 | |
| ConocoPhillips (COP) | 0.2 | $2.8M | 29k | 99.18 | |
| Servicenow (NOW) | 0.2 | $2.8M | 2.7k | 1060.17 | |
| Pfizer (PFE) | 0.2 | $2.8M | 105k | 26.53 | |
| Bank of America Corporation (BAC) | 0.2 | $2.6M | 59k | 43.95 | |
| 3M Company (MMM) | 0.2 | $2.4M | 19k | 129.07 | |
| Wells Fargo & Company (WFC) | 0.2 | $2.3M | 33k | 70.23 | |
| Enterprise Products Partners (EPD) | 0.2 | $2.3M | 74k | 31.36 | |
| Verizon Communications (VZ) | 0.2 | $2.3M | 56k | 40.00 | |
| Nxp Semiconductors N V (NXPI) | 0.2 | $2.2M | 10k | 207.81 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $2.1M | 11k | 187.49 | |
| Chubb (CB) | 0.2 | $2.1M | 7.5k | 276.29 | |
| United Parcel Service (UPS) | 0.1 | $2.0M | 16k | 126.09 | |
| Eversource Energy (ES) | 0.1 | $2.0M | 34k | 57.44 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $1.9M | 5.7k | 342.07 | |
| Rio Tinto (RIO) | 0.1 | $1.9M | 33k | 58.82 | |
| Phillips 66 (PSX) | 0.1 | $1.9M | 17k | 113.93 | |
| Cullen/Frost Bankers (CFR) | 0.1 | $1.9M | 14k | 134.25 | |
| Deere & Company (DE) | 0.1 | $1.9M | 4.4k | 423.79 | |
| CSX Corporation (CSX) | 0.1 | $1.9M | 58k | 32.27 | |
| Boeing Company (BA) | 0.1 | $1.8M | 10k | 176.97 | |
| Target Corporation (TGT) | 0.1 | $1.8M | 13k | 135.19 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.8M | 20k | 90.35 | |
| State Street Corporation (STT) | 0.1 | $1.8M | 18k | 98.18 | |
| Schwab S&p 500 Index Select Mutual Funds (SWPPX) | 0.1 | $1.8M | 20k | 90.26 | |
| Amentum Holdings (AMTM) | 0.1 | $1.7M | 81k | 21.02 | |
| First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) | 0.1 | $1.7M | 27k | 63.45 | |
| Truist Financial Corp equities (TFC) | 0.1 | $1.6M | 38k | 43.39 | |
| Vanguard Small Cap Index Adm F Mutual Funds (VSMAX) | 0.1 | $1.6M | 14k | 115.14 | |
| PNC Financial Services (PNC) | 0.1 | $1.6M | 8.1k | 192.89 | |
| Fidelity Magellan Fund Mutual Funds (FMAGX) | 0.1 | $1.6M | 105k | 14.83 | |
| Edwards Lifesciences (EW) | 0.1 | $1.5M | 20k | 74.01 | |
| Cisco Systems (CSCO) | 0.1 | $1.5M | 25k | 59.19 | |
| Carrier Global Corporation (CARR) | 0.1 | $1.5M | 22k | 68.28 | |
| Trane Technologies (TT) | 0.1 | $1.4M | 3.8k | 369.25 | |
| General American Investors (GAM) | 0.1 | $1.4M | 27k | 51.03 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $1.4M | 2.00 | 681000.00 | |
| Intel Corporation (INTC) | 0.1 | $1.4M | 68k | 20.04 | |
| Gilead Sciences (GILD) | 0.1 | $1.4M | 15k | 92.35 | |
| Nike (NKE) | 0.1 | $1.4M | 18k | 75.68 | |
| At&t (T) | 0.1 | $1.3M | 59k | 22.76 | |
| W.W. Grainger (GWW) | 0.1 | $1.3M | 1.3k | 1054.23 | |
| Philip Morris International (PM) | 0.1 | $1.3M | 11k | 120.32 | |
| Veralto Corp (VLTO) | 0.1 | $1.2M | 12k | 101.84 | |
| U.S. Bancorp (USB) | 0.1 | $1.2M | 25k | 47.83 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $1.2M | 5.5k | 212.48 | |
| Colgate-Palmolive Company (CL) | 0.1 | $1.1M | 12k | 90.94 | |
| Vanguard Intl Hi Yield Div Fun Mutual Funds (VIHAX) | 0.1 | $1.1M | 34k | 32.82 | |
| Dupont De Nemours (DD) | 0.1 | $1.1M | 14k | 76.24 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $1.1M | 12k | 92.58 | |
| Stryker Corporation (SYK) | 0.1 | $1.0M | 2.9k | 360.08 | |
| Heartland Express (HTLD) | 0.1 | $971k | 87k | 11.23 | |
| Fortive (FTV) | 0.1 | $970k | 13k | 75.00 | |
| Cigna Corp (CI) | 0.1 | $948k | 3.4k | 275.99 | |
| Golub Capital BDC (GBDC) | 0.1 | $947k | 63k | 15.16 | |
| Amgen (AMGN) | 0.1 | $946k | 3.6k | 260.49 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $937k | 6.7k | 139.56 | |
| Duke Energy (DUK) | 0.1 | $937k | 8.7k | 107.74 | |
| Hp (HPQ) | 0.1 | $915k | 28k | 32.64 | |
| Dover Corporation (DOV) | 0.1 | $907k | 4.8k | 187.71 | |
| Fidelity Balanced Fund Mutual Funds (FBALX) | 0.1 | $907k | 31k | 29.57 | |
| Nucor Corporation (NUE) | 0.1 | $888k | 7.6k | 116.69 | |
| Willis Towers Watson (WTW) | 0.1 | $887k | 2.8k | 313.21 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $881k | 695.00 | 1267.63 | |
| Blackrock (BLK) | 0.1 | $844k | 823.00 | 1025.52 | |
| Medtronic (MDT) | 0.1 | $842k | 11k | 79.93 | |
| Oneok (OKE) | 0.1 | $835k | 8.3k | 100.38 | |
| Industrial SPDR (XLI) | 0.1 | $830k | 6.3k | 131.75 | |
| Capital One Financial (COF) | 0.1 | $814k | 4.6k | 178.31 | |
| Flowserve Corporation (FLS) | 0.1 | $795k | 14k | 57.50 | |
| Central Securities (CET) | 0.1 | $777k | 17k | 45.71 | |
| Fidelity Cap Appreciation Mutual Funds (FDCAX) | 0.1 | $767k | 18k | 42.20 | |
| Knight Swift Transn Hldgs (KNX) | 0.1 | $751k | 14k | 53.07 | |
| Intuit (INTU) | 0.1 | $741k | 1.2k | 628.50 | |
| Lowe's Companies (LOW) | 0.1 | $731k | 3.0k | 246.79 | |
| Vanguard Ftse Social Index Fun Mutual Funds (VFTAX) | 0.1 | $708k | 13k | 56.41 | |
| Snap-on Incorporated (SNA) | 0.1 | $698k | 2.1k | 339.66 | |
| Altria (MO) | 0.1 | $693k | 13k | 52.24 | |
| Comcast Corporation (CMCSA) | 0.1 | $693k | 19k | 37.51 | |
| T. Rowe Price (TROW) | 0.1 | $687k | 6.1k | 113.09 | |
| Schlumberger (SLB) | 0.0 | $685k | 18k | 38.35 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $672k | 2.7k | 248.89 | |
| Enbridge (ENB) | 0.0 | $670k | 16k | 42.45 | |
| Old National Ban (ONB) | 0.0 | $652k | 30k | 21.71 | |
| Arch Capital Group (ACGL) | 0.0 | $640k | 6.9k | 92.35 | |
| Novartis (NVS) | 0.0 | $629k | 6.5k | 97.40 | |
| Canadian Natl Ry (CNI) | 0.0 | $625k | 6.2k | 101.67 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $607k | 4.6k | 131.10 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $607k | 16k | 38.05 | |
| FedEx Corporation (FDX) | 0.0 | $603k | 2.1k | 281.38 | |
| Newmont Mining Corporation (NEM) | 0.0 | $603k | 16k | 37.25 | |
| Rockwell Automation (ROK) | 0.0 | $600k | 2.1k | 285.71 | |
| Virtus Allianzgi Water Fund In Mutual Funds (AWTIX) | 0.0 | $594k | 32k | 18.49 | |
| Hldgs (UAL) | 0.0 | $587k | 6.1k | 97.02 | |
| Vanguard Star Fund Mutual Funds (VGSTX) | 0.0 | $582k | 21k | 27.47 | |
| Delta Air Lines (DAL) | 0.0 | $581k | 9.6k | 60.52 | |
| Fidelity Mid Cap Stk Fnd Mutual Funds (FMCSX) | 0.0 | $578k | 14k | 42.37 | |
| American Electric Power Company (AEP) | 0.0 | $576k | 6.2k | 92.31 | |
| Fidelity 500 Indx Fund Inst Pr Mutual Funds (FXAIX) | 0.0 | $574k | 2.8k | 204.57 | |
| Air Products & Chemicals (APD) | 0.0 | $560k | 1.9k | 290.24 | |
| Hess (HES) | 0.0 | $555k | 4.2k | 132.93 | |
| Analog Devices (ADI) | 0.0 | $533k | 2.5k | 212.52 | |
| Booking Holdings (BKNG) | 0.0 | $527k | 106.00 | 4971.70 | |
| Aon (AON) | 0.0 | $520k | 1.5k | 358.86 | |
| Bankunited (BKU) | 0.0 | $520k | 14k | 38.17 | |
| Mondelez Int (MDLZ) | 0.0 | $514k | 8.6k | 59.75 | |
| First Eagle Us Value Fd Cl A Mutual Funds (FEVAX) | 0.0 | $513k | 25k | 20.68 | |
| Fifth Third Ban (FITB) | 0.0 | $509k | 12k | 42.31 | |
| Weyerhaeuser Company (WY) | 0.0 | $504k | 18k | 28.16 | |
| Devon Energy Corporation (DVN) | 0.0 | $498k | 15k | 32.70 | |
| Energy Transfer Equity (ET) | 0.0 | $496k | 25k | 19.55 | |
| Loews Corporation (L) | 0.0 | $480k | 5.7k | 84.66 | |
| Zions Bancorporation (ZION) | 0.0 | $477k | 8.8k | 54.20 | |
| Commerce Bancshares (CBSH) | 0.0 | $476k | 7.6k | 62.38 | |
| T Rowe Price New Horizon Fund Mutual Funds (PRNHX) | 0.0 | $465k | 8.3k | 55.80 | |
| Fidelity Growth & Income Fund Mutual Funds (FGRIX) | 0.0 | $444k | 7.2k | 61.83 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $444k | 21k | 21.37 | |
| Illinois Tool Works (ITW) | 0.0 | $438k | 1.7k | 253.62 | |
| Dow (DOW) | 0.0 | $427k | 11k | 40.14 | |
| Fidelity Instl Freedom 2030 Mutual Funds (FFFEX) | 0.0 | $426k | 24k | 17.60 | |
| Old Republic International Corporation (ORI) | 0.0 | $424k | 12k | 36.18 | |
| Waters Corporation (WAT) | 0.0 | $422k | 1.1k | 371.15 | |
| Travelers Companies (TRV) | 0.0 | $410k | 1.7k | 241.18 | |
| Reaves Utility Income Fund (UTG) | 0.0 | $402k | 13k | 31.65 | |
| First Eagle Global Fd Cl A Mutual Funds (SGENX) | 0.0 | $401k | 6.0k | 67.06 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $400k | 5.4k | 74.07 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $398k | 4.6k | 85.63 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $389k | 200.00 | 1945.00 | |
| Roper Industries (ROP) | 0.0 | $378k | 727.00 | 520.00 | |
| Fidelity Freedom 2025 Fund Mutual Funds (FFTWX) | 0.0 | $368k | 27k | 13.66 | |
| EOG Resources (EOG) | 0.0 | $367k | 3.0k | 122.47 | |
| Public Service Enterprise (PEG) | 0.0 | $362k | 4.3k | 84.50 | |
| General Mills (GIS) | 0.0 | $362k | 5.7k | 63.74 | |
| Clearbridge Value Trust Fi Mutual Funds (LMVFX) | 0.0 | $361k | 3.1k | 118.05 | |
| Equity Residential (EQR) | 0.0 | $359k | 5.0k | 71.80 | |
| United Rentals (URI) | 0.0 | $352k | 500.00 | 704.00 | |
| Baxter International (BAX) | 0.0 | $352k | 12k | 29.20 | |
| iShares Dow Jones US Reg Banks Ind. (IAT) | 0.0 | $351k | 7.0k | 50.32 | |
| Fidelity Asset Manager Mutual Funds (FASMX) | 0.0 | $340k | 17k | 20.45 | |
| Fidelity Emerging Asia Fund Mutual Funds (FSEAX) | 0.0 | $339k | 7.0k | 48.60 | |
| American Water Works (AWK) | 0.0 | $324k | 2.6k | 124.62 | |
| Morgan Stanley (MS) | 0.0 | $318k | 2.5k | 125.89 | |
| Snowflake Inc Cl A (SNOW) | 0.0 | $309k | 2.0k | 154.50 | |
| Fidelity Total Mkt Index Ins P Mutual Funds (FSKAX) | 0.0 | $299k | 1.9k | 161.45 | |
| PPL Corporation (PPL) | 0.0 | $291k | 9.0k | 32.46 | |
| Edgewood Growth Fund Inst Mutual Funds (EGFIX) | 0.0 | $287k | 6.5k | 44.37 | |
| Ingersoll Rand (IR) | 0.0 | $286k | 3.2k | 90.59 | |
| Oakmark Fund Investor Mutual Funds (OAKMX) | 0.0 | $279k | 1.8k | 152.13 | |
| Citigroup (C) | 0.0 | $274k | 3.9k | 70.33 | |
| General Motors Company (GM) | 0.0 | $272k | 5.1k | 53.33 | |
| Corteva (CTVA) | 0.0 | $267k | 4.7k | 56.99 | |
| RPM International (RPM) | 0.0 | $257k | 2.1k | 123.20 | |
| Northern Trust Corporation (NTRS) | 0.0 | $256k | 2.5k | 102.40 | |
| Fidelity Mega Cap Stock Fund Mutual Funds (FGRTX) | 0.0 | $256k | 10k | 25.61 | |
| Accenture (ACN) | 0.0 | $255k | 725.00 | 351.11 | |
| Hancock Holding Company (HWC) | 0.0 | $252k | 4.6k | 54.78 | |
| Nationwide Bny Mellon Dynamic Mutual Funds (NWAEX) | 0.0 | $252k | 15k | 16.35 | |
| Henry Schein (HSIC) | 0.0 | $246k | 3.6k | 69.30 | |
| Enstar Group (ESGR) | 0.0 | $242k | 750.00 | 322.67 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $237k | 1.2k | 197.50 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $229k | 3.0k | 76.33 | |
| Suncor Energy (SU) | 0.0 | $223k | 6.3k | 35.63 | |
| Tesla Motors (TSLA) | 0.0 | $222k | 549.00 | 404.37 | |
| Ecolab (ECL) | 0.0 | $221k | 942.00 | 234.61 | |
| Jefferies Finl Group (JEF) | 0.0 | $221k | 2.8k | 78.56 | |
| Southern Company (SO) | 0.0 | $218k | 2.7k | 82.26 | |
| Sherwin-Williams Company (SHW) | 0.0 | $210k | 630.00 | 333.33 | |
| New Perspective Mutual Funds (ANWPX) | 0.0 | $207k | 3.3k | 62.12 | |
| Seacoast Bkg Corp Fla (SBCF) | 0.0 | $206k | 7.5k | 27.47 | |
| Bank Of America Corp Pfd K 6.4 Preferred Stocks (MER.PK) | 0.0 | $205k | 8.0k | 25.62 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $203k | 2.6k | 78.21 | |
| Nh Portfolio 2027 Index Contri Mutual Funds | 0.0 | $201k | 8.7k | 23.20 | |
| M&T Bank Corporation (MTB) | 0.0 | $200k | 1.1k | 188.32 | |
| Blackrock Systematic Multi Str Mutual Funds (BIMBX) | 0.0 | $197k | 20k | 10.11 | |
| Fidelity Value Fund Mutual Funds (FDVLX) | 0.0 | $186k | 14k | 13.61 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $179k | 11k | 16.27 | |
| Cleveland-cliffs (CLF) | 0.0 | $135k | 14k | 9.39 | |
| Warner Bros. Discovery (WBD) | 0.0 | $125k | 12k | 10.56 | |
| Royce Small Cap Total Return F Mutual Funds (RYTRX) | 0.0 | $117k | 15k | 7.61 | |
| Biolinerx | 0.0 | $2.0k | 10k | 0.20 | |
| Amcast Ind. | 0.0 | $0 | 22k | 0.00 | |
| International Power (IPWG) | 0.0 | $0 | 15k | 0.00 |
