Nicholas Hoffman & Company

Nicholas Hoffman & Company as of March 31, 2025

Portfolio Holdings for Nicholas Hoffman & Company

Nicholas Hoffman & Company holds 285 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf Etf (VOO) 20.3 $534M 1.0M 513.91
Vanguard Ftse Developed Markets Etf Etf (VEA) 18.6 $490M 9.6M 50.83
Vanguard Ftse Emerging Markets Etf Etf (VWO) 8.5 $223M 4.9M 45.26
Vanguard Mid-cap Etf Etf (VO) 8.5 $223M 860k 258.62
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 6.2 $163M 306k 532.58
Vanguard Dividend Appreciation Etf Etf (VIG) 5.5 $144M 743k 193.99
Vanguard Small-cap Etf Etf (VB) 4.6 $122M 549k 221.75
Microsoft Corp Stock (MSFT) 2.2 $58M 156k 375.39
Spdr S&p 500 Etf Trust Etf (SPY) 1.8 $47M 84k 559.39
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 1.7 $46M 752k 60.66
Invesco Qqq Trust Series I Etf (QQQ) 1.7 $45M 97k 468.92
Vanguard Total Stock Market Etf Etf (VTI) 1.7 $45M 164k 274.84
Broadcom Stock (AVGO) 1.3 $35M 208k 167.43
Apple Stock (AAPL) 0.9 $25M 112k 222.13
Accenture Plc Ireland Shs Class A Stock (ACN) 0.6 $16M 52k 312.04
Coca Cola Stock (KO) 0.5 $13M 187k 71.62
Cadence Bank Stock (CADE) 0.5 $13M 411k 30.36
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.4 $10M 102k 100.62
Schwab International Small-cap Equity Etf Etf (SCHC) 0.4 $9.8M 274k 35.88
Schwab International Equity Etf Etf (SCHF) 0.4 $9.8M 495k 19.78
Schwab Fundamental U.s. Large Company Etf Etf (FNDX) 0.4 $9.3M 396k 23.61
Eli Lilly & Co Stock (LLY) 0.3 $8.0M 9.7k 825.89
Vanguard Total International Stock Etf Etf (VXUS) 0.3 $8.0M 128k 62.10
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) 0.3 $7.5M 243k 30.80
Vanguard Small Cap Value Etf Etf (VBR) 0.3 $7.0M 38k 186.29
Home Depot Stock (HD) 0.3 $6.7M 18k 366.49
Southern Stock (SO) 0.3 $6.7M 73k 91.95
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.2 $6.0M 182k 32.99
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.2 $5.8M 212k 27.57
Johnson & Johnson Stock (JNJ) 0.2 $5.8M 35k 165.84
Ishares Msci Eafe Growth Etf Etf (EFG) 0.2 $5.6M 56k 100.00
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.2 $5.6M 7.00 798441.57
Amazon Stock (AMZN) 0.2 $5.6M 29k 190.26
Ishares Msci Emerging Markets Asia Etf Etf (EEMA) 0.2 $5.3M 72k 74.07
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $5.1M 9.0k 561.87
Procter And Gamble Stock (PG) 0.2 $4.8M 28k 170.42
Nvidia Corporation Stock (NVDA) 0.2 $4.7M 44k 108.38
Mcdonalds Corp Stock (MCD) 0.2 $4.1M 13k 312.37
Caterpillar Stock (CAT) 0.2 $4.0M 12k 329.79
Exxon Mobil Corp Stock (XOM) 0.1 $3.9M 33k 118.93
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $3.9M 25k 156.23
Visa Inc Com Cl A Stock (V) 0.1 $3.8M 11k 350.46
Meta Platforms Inc Cl A Stock (META) 0.1 $3.8M 6.6k 576.40
Automatic Data Processing Stock (ADP) 0.1 $3.6M 12k 305.52
Chevron Corp Stock (CVX) 0.1 $3.6M 21k 167.29
Costco Whsl Corp Stock (COST) 0.1 $3.4M 3.6k 945.71
At&t Stock (T) 0.1 $3.4M 119k 28.28
Jpmorgan Chase & Co Stock (JPM) 0.1 $2.9M 12k 245.29
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $2.9M 19k 154.64
Vanguard Core Bond Etf Etf (VCRB) 0.1 $2.9M 37k 77.43
Verizon Communications Stock (VZ) 0.1 $2.7M 60k 45.36
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.1 $2.7M 66k 41.21
Ishares Msci All Country Asia Ex Japan Etf Etf (AAXJ) 0.1 $2.7M 36k 74.00
Philip Morris Intl Stock (PM) 0.1 $2.7M 17k 158.73
Mastercard Incorporated Cl A Stock (MA) 0.1 $2.7M 4.9k 548.08
Ishares Russell 2000 Etf Etf (IWM) 0.1 $2.6M 13k 199.50
Bank America Corp Stock (BAC) 0.1 $2.6M 62k 41.73
Walmart Stock (WMT) 0.1 $2.6M 30k 87.79
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $2.6M 117k 22.08
International Business Machs Stock (IBM) 0.1 $2.4M 9.8k 248.65
Spdr Gold Shares Etf (GLD) 0.1 $2.3M 8.1k 288.14
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 0.1 $2.3M 47k 48.31
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $2.2M 35k 63.53
Duke Energy Corp Stock (DUK) 0.1 $2.2M 18k 121.97
United Parcel Service Inc Cl B Stock (UPS) 0.1 $2.2M 20k 109.99
Truist Finl Corp Stock (TFC) 0.1 $2.2M 53k 41.15
Unilever Adr (UL) 0.1 $2.2M 36k 59.55
Norfolk Southn Corp Stock (NSC) 0.1 $2.1M 8.9k 236.84
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.1 $2.1M 25k 82.94
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.1 $2.0M 77k 26.20
Genuine Parts Stock (GPC) 0.1 $2.0M 17k 119.14
Altria Group Stock (MO) 0.1 $1.9M 32k 60.02
Bristol-myers Squibb Stock (BMY) 0.1 $1.9M 31k 60.99
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.1 $1.9M 19k 100.67
Astrazeneca Adr (AZN) 0.1 $1.9M 25k 73.50
GSK Adr (GSK) 0.1 $1.9M 48k 38.74
Rtx Corporation Stock (RTX) 0.1 $1.9M 14k 132.46
American Express Stock (AXP) 0.1 $1.8M 6.9k 269.07
Ishares Msci Eafe Etf Etf (EFA) 0.1 $1.8M 22k 81.73
Travelers Companies Stock (TRV) 0.1 $1.8M 6.9k 264.45
Wells Fargo Stock (WFC) 0.1 $1.8M 25k 71.79
Ppg Inds Stock (PPG) 0.1 $1.7M 16k 109.35
Schwab Charles Corp Stock (SCHW) 0.1 $1.7M 22k 78.28
General Dynamics Corp Stock (GD) 0.1 $1.7M 6.1k 272.59
Vanguard Growth Etf Etf (VUG) 0.1 $1.6M 4.2k 370.85
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.1 $1.5M 26k 60.48
Unitedhealth Group Stock (UNH) 0.1 $1.5M 2.9k 523.69
Abbott Labs Stock (ABT) 0.1 $1.5M 12k 132.66
Totalenergies Se Adr (TTE) 0.1 $1.5M 24k 64.69
Abbvie Stock (ABBV) 0.1 $1.5M 7.2k 209.51
Southstate Corporation Stock 0.1 $1.5M 16k 92.82
Oracle Corp Stock (ORCL) 0.1 $1.5M 11k 139.82
Northrop Grumman Corp Stock (NOC) 0.1 $1.5M 2.9k 512.07
Kimberly-clark Corp Stock (KMB) 0.1 $1.5M 10k 142.22
Merck & Co Stock (MRK) 0.1 $1.5M 16k 89.76
Medtronic Stock (MDT) 0.1 $1.4M 16k 89.86
Ishares Msci Eafe Value Etf Etf (EFV) 0.1 $1.4M 24k 58.94
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $1.4M 20k 67.85
Sanofi Adr (SNY) 0.1 $1.4M 25k 55.46
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $1.4M 58k 23.43
Cisco Sys Stock (CSCO) 0.1 $1.4M 22k 61.71
Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $1.3M 61k 21.53
Colgate Palmolive Stock (CL) 0.0 $1.3M 14k 93.70
Paypal Hldgs Stock (PYPL) 0.0 $1.3M 20k 65.25
Schwab Fundamental International Equity Etf Etf (FNDF) 0.0 $1.3M 35k 36.14
Stryker Corporation Stock (SYK) 0.0 $1.2M 3.3k 372.22
Globe Life Stock (GL) 0.0 $1.2M 9.4k 131.72
Lockheed Martin Corp Stock (LMT) 0.0 $1.2M 2.7k 446.64
Novartis Adr (NVS) 0.0 $1.2M 11k 111.48
Us Bancorp Del Stock (USB) 0.0 $1.2M 29k 42.22
Shell Plc Spon Ads Adr (SHEL) 0.0 $1.2M 17k 73.28
Target Corp Stock (TGT) 0.0 $1.2M 11k 104.36
Wp Carey Reit (WPC) 0.0 $1.2M 18k 63.11
Schwab Fundamental U.s. Broad Market Etf Etf (FNDB) 0.0 $1.1M 49k 23.01
Zimmer Biomet Holdings Stock (ZBH) 0.0 $1.1M 9.9k 113.18
National Fuel Gas Stock (NFG) 0.0 $1.1M 14k 79.19
Goldman Sachs Group Stock (GS) 0.0 $1.1M 2.0k 546.40
Baxter Intl Stock (BAX) 0.0 $1.1M 32k 34.23
Vanguard Large-cap Etf Etf (VV) 0.0 $1.1M 4.2k 257.03
Kenvue Stock (KVUE) 0.0 $1.1M 45k 23.98
Tjx Cos Stock (TJX) 0.0 $1.1M 8.8k 121.80
Pnc Finl Svcs Group Stock (PNC) 0.0 $1.1M 6.1k 175.76
Palo Alto Networks Stock (PANW) 0.0 $1.0M 6.1k 170.64
Dollar Tree Stock (DLTR) 0.0 $1.0M 14k 75.07
Pfizer Stock (PFE) 0.0 $1.0M 41k 25.34
Mckesson Corp Stock (MCK) 0.0 $1.0M 1.5k 672.84
Ingredion Stock (INGR) 0.0 $990k 7.3k 135.21
Coterra Energy Stock (CTRA) 0.0 $974k 34k 28.90
Pepsico Stock (PEP) 0.0 $965k 6.4k 149.94
Dollar Gen Corp Stock (DG) 0.0 $962k 11k 87.93
Honeywell Intl Stock (HON) 0.0 $936k 4.4k 211.77
Check Point Software Tech Ltd Ord Stock (CHKP) 0.0 $927k 4.1k 227.92
Barrick Gold Corp Stock (GOLD) 0.0 $924k 48k 19.44
Disney Walt Stock (DIS) 0.0 $919k 9.3k 98.71
Texas Pacific Land Corporation Stock (TPL) 0.0 $898k 678.00 1324.99
Consolidated Edison Stock (ED) 0.0 $879k 7.9k 110.60
Conocophillips Stock (COP) 0.0 $872k 8.3k 105.01
Union Pac Corp Stock (UNP) 0.0 $858k 3.6k 236.21
Williams Cos Stock (WMB) 0.0 $843k 14k 59.76
Aflac Stock (AFL) 0.0 $834k 7.5k 111.19
Ge Aerospace Stock (GE) 0.0 $810k 4.0k 200.14
Hartford Insurance Group Stock (HIG) 0.0 $806k 6.5k 123.74
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $794k 2.2k 361.14
Transdigm Group Stock (TDG) 0.0 $793k 573.00 1383.29
Intercontinental Exchange Stock (ICE) 0.0 $789k 4.6k 172.50
Vanguard Total World Stock Etf Etf (VT) 0.0 $782k 6.7k 115.95
Salesforce Stock (CRM) 0.0 $773k 2.9k 268.32
Blackrock Stock (BLK) 0.0 $773k 817.00 946.18
Tesla Stock (TSLA) 0.0 $768k 3.0k 259.16
Boeing Stock (BA) 0.0 $764k 4.5k 170.55
Jones Lang Lasalle Stock (JLL) 0.0 $759k 3.1k 247.91
Proshares Short S&p500 Etf (SH) 0.0 $745k 17k 44.56
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.0 $741k 28k 26.20
Ulta Beauty Stock (ULTA) 0.0 $735k 2.0k 366.54
Smurfit Westrock Stock (SW) 0.0 $730k 16k 45.06
Cencora Stock (COR) 0.0 $729k 2.6k 278.09
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $727k 7.8k 93.45
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $722k 11k 68.89
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.0 $707k 14k 51.49
BP Adr (BP) 0.0 $695k 21k 33.79
Dimensional International Value Etf Etf (DFIV) 0.0 $679k 17k 39.36
Texas Instrs Stock (TXN) 0.0 $674k 3.8k 179.72
Patterson Cos Stock (PDCO) 0.0 $649k 21k 31.24
Morgan Stanley Stock (MS) 0.0 $648k 5.6k 116.67
Netflix Stock (NFLX) 0.0 $645k 692.00 932.53
Oshkosh Corp Stock (OSK) 0.0 $645k 6.9k 94.08
Ares Capital Corp Cef (ARCC) 0.0 $641k 29k 22.16
Booking Holdings Stock (BKNG) 0.0 $640k 139.00 4606.91
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $639k 12k 55.09
Lowes Cos Stock (LOW) 0.0 $638k 2.7k 233.26
Ishares Msci Intl Value Factor Etf Etf (IVLU) 0.0 $634k 21k 30.31
Sonoco Prods Stock (SON) 0.0 $633k 13k 47.24
Adobe Stock (ADBE) 0.0 $632k 1.6k 383.53
Solventum Corp Stock (SOLV) 0.0 $631k 8.3k 76.04
Vanguard Total Bond Market Etf Etf (BND) 0.0 $614k 8.4k 73.45
S&p Global Stock (SPGI) 0.0 $612k 1.2k 508.10
Ebay Stock (EBAY) 0.0 $601k 8.9k 67.73
Copart Stock (CPRT) 0.0 $589k 10k 56.59
Howmet Aerospace Stock (HWM) 0.0 $588k 4.5k 129.73
Ishares Silver Trust Etf (SLV) 0.0 $586k 19k 30.99
Servicenow Stock (NOW) 0.0 $585k 735.00 796.14
Cummins Stock (CMI) 0.0 $578k 1.8k 313.40
Ishares Russell 1000 Etf Etf (IWB) 0.0 $576k 1.9k 306.72
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $571k 1.7k 334.50
Nnn Reit Reit (NNN) 0.0 $566k 13k 42.65
Bhp Group Adr (BHP) 0.0 $559k 12k 48.54
Ftai Aviation Stock (FTAI) 0.0 $555k 5.0k 111.03
Air Prods & Chems Stock (APD) 0.0 $551k 1.9k 294.85
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $542k 3.3k 166.00
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $531k 1.7k 308.88
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.0 $513k 8.8k 58.35
Xpo Stock (XPO) 0.0 $509k 4.7k 107.58
Agnc Invt Corp Reit (AGNC) 0.0 $508k 53k 9.58
Golub Cap Bdc Cef (GBDC) 0.0 $503k 33k 15.14
Comcast Corp New Cl A Stock (CMCSA) 0.0 $503k 14k 36.90
Columbia Em Core Ex-china Etf Etf (XCEM) 0.0 $494k 17k 29.54
Sap Se Adr (SAP) 0.0 $493k 1.8k 268.44
Manulife Finl Corp Stock (MFC) 0.0 $492k 16k 31.15
Honda Motor Ltd Adr Ech Cnv In 3 Adr (HMC) 0.0 $491k 18k 27.13
Illinois Tool Wks Stock (ITW) 0.0 $487k 2.0k 247.97
Eog Res Stock (EOG) 0.0 $486k 3.8k 128.24
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $484k 4.7k 102.17
Delta Air Lines Inc Del Stock (DAL) 0.0 $478k 11k 43.60
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $471k 17k 27.96
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $464k 9.4k 49.62
Starbucks Corp Stock (SBUX) 0.0 $447k 4.6k 98.08
Pimco Dynamic Income Cef (PDI) 0.0 $447k 23k 19.80
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $446k 3.5k 128.97
Nextera Energy Stock (NEE) 0.0 $426k 6.0k 70.89
Sherwin Williams Stock (SHW) 0.0 $422k 1.2k 349.09
Intel Corp Stock (INTC) 0.0 $422k 19k 22.71
Qualcomm Stock (QCOM) 0.0 $409k 2.7k 153.62
Ishares Core High Dividend Etf Etf (HDV) 0.0 $408k 3.4k 121.12
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.0 $408k 22k 18.59
Vanguard Short-term Bond Etf Etf (BSV) 0.0 $406k 5.2k 78.28
Danaher Corporation Stock (DHR) 0.0 $400k 2.0k 205.02
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $398k 7.4k 53.97
Pulte Group Stock (PHM) 0.0 $397k 3.9k 102.80
Rio Tinto Adr (RIO) 0.0 $393k 6.5k 60.08
Global X Dax Germany Etf Etf (DAX) 0.0 $391k 10k 39.10
General Mls Stock (GIS) 0.0 $386k 6.5k 59.79
Fiserv Stock (FI) 0.0 $376k 1.7k 220.83
Emerson Elec Stock (EMR) 0.0 $374k 3.4k 109.64
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $368k 4.0k 92.82
Amgen Stock (AMGN) 0.0 $365k 1.2k 311.51
Eaton Corp Stock (ETN) 0.0 $360k 1.3k 271.83
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.0 $360k 9.9k 36.41
Kimco Rlty Corp Reit (KIM) 0.0 $360k 17k 21.24
Vertex Pharmaceuticals Stock (VRTX) 0.0 $355k 732.00 484.82
Citigroup Stock (C) 0.0 $354k 5.0k 71.00
Vanguard Russell 1000 Value Etf Etf (VONV) 0.0 $351k 4.2k 82.54
Intuitive Surgical Stock (ISRG) 0.0 $349k 704.00 495.27
Hca Healthcare Stock (HCA) 0.0 $346k 1.0k 345.55
Royal Bk Cda Stock (RY) 0.0 $344k 3.1k 112.72
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $340k 6.5k 52.41
Draftkings Inc New Com Cl A Stock (DKNG) 0.0 $332k 10k 33.21
Vanguard Information Technology Etf Etf (VGT) 0.0 $327k 603.00 542.55
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.0 $326k 4.9k 65.77
Toyota Motor Corp Ads Adr (TM) 0.0 $324k 1.8k 176.53
Kroger Stock (KR) 0.0 $324k 4.8k 67.69
Global Pmts Stock (GPN) 0.0 $321k 3.3k 97.92
Cintas Corp Stock (CTAS) 0.0 $316k 1.5k 205.52
Brown Forman Corp Cl B Stock (BF.B) 0.0 $313k 9.2k 33.94
Schlumberger Ltd Com Stk Stock (SLB) 0.0 $309k 7.4k 41.80
Vanguard Mega Cap Value Etf Etf (MGV) 0.0 $306k 2.4k 128.84
Invesco Pharmaceuticals Etf Etf (PJP) 0.0 $301k 3.5k 86.61
3M Stock (MMM) 0.0 $296k 2.0k 146.86
Diageo Adr (DEO) 0.0 $296k 2.8k 104.77
Hershey Stock (HSY) 0.0 $287k 1.7k 171.04
Enbridge Stock (ENB) 0.0 $287k 6.5k 44.31
Roper Technologies Stock (ROP) 0.0 $286k 485.00 589.92
Monster Beverage Corp Stock (MNST) 0.0 $282k 4.8k 58.52
Regions Financial Corp Stock (RF) 0.0 $282k 13k 21.73
Freeport-mcmoran Inc Cl B Stock (FCX) 0.0 $280k 7.4k 37.86
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $275k 1.5k 188.16
Markel Group Stock (MKL) 0.0 $269k 144.00 1869.61
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $269k 1.1k 238.15
Ishares Floating Rate Bond Etf Etf (FLOT) 0.0 $263k 5.2k 51.05
Thermo Fisher Scientific Stock (TMO) 0.0 $260k 522.00 497.60
Johnson Ctls Intl Stock (JCI) 0.0 $255k 3.2k 80.11
Constellation Brands Inc Cl A Stock (STZ) 0.0 $250k 1.4k 183.57
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $245k 3.2k 75.65
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.0 $244k 13k 19.48
Ishares Latin America 40 Etf Etf (ILF) 0.0 $233k 9.9k 23.55
Te Connectivity Plc Ord Stock (TEL) 0.0 $230k 1.6k 141.32
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $227k 1.3k 173.23
Spdr S&p Emerging Asia Pacific Etf Etf (GMF) 0.0 $227k 2.0k 115.66
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $226k 2.2k 104.59
Goldman Sachs Bdc Cef (GSBD) 0.0 $224k 19k 11.63
Quanta Svcs Stock (PWR) 0.0 $224k 882.00 254.18
Flutter Entmt Stock (FLUT) 0.0 $222k 1.0k 221.55
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $220k 2.6k 84.95
Kla Corp Stock (KLAC) 0.0 $220k 324.00 679.06
Marsh & Mclennan Cos Stock (MMC) 0.0 $219k 899.00 243.98
Lkq Corp Stock (LKQ) 0.0 $213k 5.0k 42.54
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $204k 383.00 533.48
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $202k 574.00 352.58
Vanguard Extended Market Etf Etf (VXF) 0.0 $201k 1.2k 172.22
Invesco Bulletshares 2030 Corporate Bond Etf Etf (BSCU) 0.0 $182k 11k 16.59
Haleon Plc Spon Ads Adr (HLN) 0.0 $159k 15k 10.29
Streamline Health Solutions In Stock (STRM) 0.0 $146k 52k 2.80
Barings Bdc Cef (BBDC) 0.0 $137k 14k 9.54
Proficient Auto Logistics Stock (PAL) 0.0 $126k 15k 8.37
Banco Santander Adr (SAN) 0.0 $76k 11k 6.70
Goldmining Stock (GLDG) 0.0 $8.5k 10k 0.85