Nwam

Nwam as of June 30, 2025

Portfolio Holdings for Nwam

Nwam holds 615 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.5 $130M 247k 524.98
Apple (AAPL) 3.3 $56M 271k 207.09
NVIDIA Corporation (NVDA) 2.5 $44M 250k 174.49
Vanguard Index Fds Growth Etf (VUG) 2.3 $40M 91k 446.01
Amazon (AMZN) 2.3 $40M 170k 233.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.1 $37M 66k 560.04
Vanguard Index Fds Value Etf (VTV) 1.9 $32M 183k 176.85
Ishares Tr Core S&p500 Etf (IVV) 1.7 $30M 47k 629.20
Broadcom (AVGO) 1.6 $28M 95k 293.22
Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $28M 64k 432.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $25M 53k 475.71
Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $21M 154k 138.12
Costco Wholesale Corporation (COST) 1.2 $21M 22k 943.62
Meta Platforms Cl A (META) 1.2 $21M 27k 772.79
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $16M 205k 78.62
Exxon Mobil Corporation (XOM) 0.9 $15M 139k 111.30
Tesla Motors (TSLA) 0.9 $15M 49k 314.38
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $15M 208k 73.40
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $14M 244k 56.69
Select Sector Spdr Tr Technology (XLK) 0.7 $13M 49k 262.61
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $13M 96k 133.39
Spdr Series Trust Portfolio S&p500 (SPYM) 0.7 $13M 170k 73.85
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $12M 340k 36.07
Spdr Gold Tr Gold Shs (GLD) 0.7 $12M 40k 303.02
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $12M 119k 98.66
Anavex Life Sciences Corp Com New (AVXL) 0.7 $12M 1.0M 11.30
Boeing Company (BA) 0.7 $12M 53k 218.90
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $11M 125k 89.08
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $11M 221k 49.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $11M 17k 626.99
Eli Lilly & Co. (LLY) 0.6 $11M 14k 744.82
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $10M 114k 91.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $9.9M 32k 309.01
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $9.7M 126k 77.25
Vanguard Index Fds Large Cap Etf (VV) 0.6 $9.5M 33k 286.97
Alphabet Cap Stk Cl A (GOOGL) 0.5 $9.5M 50k 189.52
Alphabet Cap Stk Cl C (GOOG) 0.5 $9.0M 48k 189.64
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $8.9M 46k 194.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $8.8M 15k 578.41
Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $8.8M 170k 51.64
Vanguard Index Fds Small Cp Etf (VB) 0.5 $8.3M 35k 239.16
Alps Etf Tr Alerian Mlp (AMLP) 0.5 $8.3M 168k 49.14
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.5 $8.0M 125k 64.22
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.5 $8.0M 204k 39.25
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.5 $8.0M 71k 113.04
Vaneck Etf Trust Semiconductr Etf (SMH) 0.5 $7.8M 28k 284.32
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $7.8M 38k 205.63
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.4 $7.6M 152k 49.78
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $7.6M 27k 281.09
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $7.4M 119k 62.44
Ge Vernova (GEV) 0.4 $7.4M 11k 657.39
JPMorgan Chase & Co. (JPM) 0.4 $7.3M 25k 295.17
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.4 $7.3M 91k 79.99
Netflix (NFLX) 0.4 $7.0M 6.0k 1162.50
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $7.0M 102k 68.51
Ishares Tr Core Msci Eafe (IEFA) 0.4 $6.9M 84k 82.33
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $6.9M 61k 113.89
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $6.8M 28k 241.62
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $6.5M 97k 67.00
Coinbase Global Com Cl A (COIN) 0.4 $6.3M 17k 370.31
American Centy Etf Tr International Lr (AVIV) 0.4 $6.2M 100k 62.24
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $6.1M 120k 50.64
Cameco Corporation (CCJ) 0.4 $6.1M 81k 74.92
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $6.0M 228k 26.50
Vertiv Holdings Com Cl A (VRT) 0.3 $5.8M 40k 145.51
Eaton Corp SHS (ETN) 0.3 $5.7M 15k 382.53
United Parcel Service CL B (UPS) 0.3 $5.7M 66k 86.40
Dell Technologies CL C (DELL) 0.3 $5.7M 43k 132.60
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $5.6M 51k 109.82
Honeywell International (HON) 0.3 $5.6M 25k 223.12
Ishares Tr Core Msci Total (IXUS) 0.3 $5.5M 72k 76.66
Select Sector Spdr Tr Financial (XLF) 0.3 $5.5M 105k 52.37
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $5.5M 113k 48.88
Starbucks Corporation (SBUX) 0.3 $5.5M 61k 89.98
Us Bancorp Del Com New (USB) 0.3 $5.4M 121k 44.96
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $5.4M 28k 196.57
Insmed Com Par $.01 (INSM) 0.3 $5.3M 50k 107.28
Goldman Sachs (GS) 0.3 $5.3M 7.3k 723.56
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.3 $5.2M 60k 87.18
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.3 $5.2M 199k 26.02
Ishares Core Msci Emkt (IEMG) 0.3 $5.2M 86k 60.33
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $5.0M 41k 122.17
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $5.0M 18k 285.89
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.3 $4.9M 48k 103.77
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $4.9M 11k 441.23
Banco Santander Adr (SAN) 0.3 $4.9M 564k 8.61
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.3 $4.8M 37k 130.37
Amplify Etf Tr Blockchain Ldr (BLOK) 0.3 $4.8M 84k 57.11
Procter & Gamble Company (PG) 0.3 $4.8M 31k 152.23
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.3 $4.6M 39k 119.28
Corning Incorporated (GLW) 0.3 $4.6M 73k 63.21
Ishares Silver Tr Ishares (SLV) 0.3 $4.6M 138k 33.32
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $4.6M 25k 182.07
Palantir Technologies Cl A (PLTR) 0.3 $4.6M 29k 158.22
Amgen (AMGN) 0.3 $4.5M 15k 294.17
Oracle Corporation (ORCL) 0.3 $4.5M 19k 237.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $4.5M 90k 49.70
Paccar (PCAR) 0.3 $4.5M 45k 98.66
Servicenow (NOW) 0.3 $4.4M 4.6k 943.52
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $4.3M 6.00 719850.00
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $4.3M 107k 40.25
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $4.2M 52k 81.71
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $4.2M 23k 184.03
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $4.2M 44k 94.25
Intuitive Surgical Com New (ISRG) 0.2 $4.2M 8.7k 481.09
Freeport-mcmoran CL B (FCX) 0.2 $4.1M 103k 40.26
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $4.0M 30k 134.16
Abbvie (ABBV) 0.2 $4.0M 22k 187.70
Agnico (AEM) 0.2 $4.0M 32k 124.36
MercadoLibre (MELI) 0.2 $3.8M 1.6k 2373.74
Cheniere Energy Com New (LNG) 0.2 $3.8M 16k 235.91
Johnson & Johnson (JNJ) 0.2 $3.8M 24k 159.80
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $3.8M 173k 21.87
Select Sector Spdr Tr Communication (XLC) 0.2 $3.7M 35k 107.41
Qualcomm (QCOM) 0.2 $3.7M 25k 148.59
Ishares Tr U.s. Tech Etf (IYW) 0.2 $3.6M 21k 175.62
Select Sector Spdr Tr Indl (XLI) 0.2 $3.6M 24k 152.01
First Tr Exchange-traded SHS (FVD) 0.2 $3.6M 80k 44.93
Ishares Tr Msci Eafe Etf (EFA) 0.2 $3.6M 40k 88.80
Visa Com Cl A (V) 0.2 $3.6M 10k 347.01
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $3.5M 116k 29.94
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $3.5M 18k 196.92
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $3.4M 13k 255.55
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $3.4M 62k 55.14
Bank of America Corporation (BAC) 0.2 $3.4M 71k 47.27
Deere & Company (DE) 0.2 $3.3M 6.4k 523.62
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $3.3M 36k 92.67
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.2 $3.3M 113k 29.17
Chevron Corporation (CVX) 0.2 $3.3M 22k 151.02
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $3.3M 65k 50.33
Ishares Tr Tips Bd Etf (TIP) 0.2 $3.3M 30k 109.68
Global X Fds Cybrscurty Etf (BUG) 0.2 $3.3M 94k 34.65
United Rentals (URI) 0.2 $3.2M 3.7k 881.54
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $3.2M 39k 82.62
Veeva Sys Cl A Com (VEEV) 0.2 $3.2M 11k 284.20
At&t (T) 0.2 $3.1M 114k 27.49
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $3.1M 52k 58.69
Abbott Laboratories (ABT) 0.2 $3.0M 23k 130.45
Advanced Micro Devices (AMD) 0.2 $2.9M 16k 175.14
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $2.8M 31k 93.06
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $2.8M 26k 108.94
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $2.8M 50k 55.99
Vanguard World Mega Grwth Ind (MGK) 0.2 $2.8M 7.3k 380.03
Ark Etf Tr Fintech Innova (ARKF) 0.2 $2.7M 54k 50.24
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $2.7M 19k 139.64
Arista Networks Com Shs (ANET) 0.2 $2.7M 22k 123.22
Ishares Tr Eafe Value Etf (EFV) 0.2 $2.6M 42k 63.34
Ishares Tr S&p 100 Etf (OEF) 0.2 $2.6M 8.4k 312.91
Ge Aerospace Com New (GE) 0.1 $2.5M 9.2k 269.56
Home Depot (HD) 0.1 $2.5M 6.7k 367.33
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $2.5M 79k 30.93
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $2.4M 11k 227.76
International Business Machines (IBM) 0.1 $2.4M 9.4k 259.43
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $2.4M 11k 221.31
Vanguard World Inf Tech Etf (VGT) 0.1 $2.3M 3.4k 687.58
Ishares Tr National Mun Etf (MUB) 0.1 $2.3M 23k 104.05
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $2.3M 46k 50.99
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.3M 5.1k 456.16
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $2.3M 98k 23.12
Spdr Series Trust Glb Dow Etf (DGT) 0.1 $2.3M 15k 150.43
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $2.3M 63k 35.79
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $2.2M 49k 45.53
Automatic Data Processing (ADP) 0.1 $2.2M 7.1k 309.20
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $2.2M 22k 100.65
Wal-Mart Stores (WMT) 0.1 $2.1M 22k 97.97
Cadence Design Systems (CDNS) 0.1 $2.1M 5.8k 364.57
Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.1M 9.7k 216.88
Lam Research Corp Com New (LRCX) 0.1 $2.1M 22k 94.85
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $2.1M 32k 65.45
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $2.0M 10k 205.73
Raytheon Technologies Corp (RTX) 0.1 $2.0M 13k 154.62
Danaher Corporation (DHR) 0.1 $2.0M 10k 197.16
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.1 $2.0M 22k 91.75
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $2.0M 27k 73.56
Applied Materials (AMAT) 0.1 $1.9M 11k 181.14
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $1.9M 23k 85.06
Union Pacific Corporation (UNP) 0.1 $1.9M 8.7k 224.45
Caterpillar (CAT) 0.1 $1.9M 4.7k 417.36
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $1.9M 66k 29.08
Verizon Communications (VZ) 0.1 $1.9M 45k 42.79
Ark Etf Tr Innovation Etf (ARKK) 0.1 $1.9M 27k 70.99
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $1.9M 17k 109.39
Ishares Tr Select Divid Etf (DVY) 0.1 $1.8M 14k 134.44
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.8M 14k 130.43
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $1.8M 55k 32.91
Coca-Cola Company (KO) 0.1 $1.8M 27k 68.15
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.8M 23k 79.78
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.8M 3.9k 455.33
Sprott Physical Gold Tr Unit (PHYS) 0.1 $1.8M 71k 25.17
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.8M 22k 80.58
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.8M 21k 85.64
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $1.8M 32k 55.10
Thermo Fisher Scientific (TMO) 0.1 $1.8M 3.8k 465.71
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $1.7M 64k 27.06
Micron Technology (MU) 0.1 $1.7M 16k 109.68
Parker-Hannifin Corporation (PH) 0.1 $1.7M 2.4k 728.93
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $1.7M 41k 41.81
Gilead Sciences (GILD) 0.1 $1.7M 15k 112.12
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $1.7M 21k 80.07
Ishares Tr Core Total Usd (IUSB) 0.1 $1.7M 37k 45.99
Waste Management (WM) 0.1 $1.6M 7.0k 229.11
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.6M 25k 64.64
Wisdomtree Tr Cybersecurity Fd (WCBR) 0.1 $1.6M 52k 30.96
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $1.6M 15k 103.10
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.1 $1.6M 14k 114.55
McDonald's Corporation (MCD) 0.1 $1.5M 5.2k 298.99
Dimensional Etf Trust Global Core Plus (DFGP) 0.1 $1.5M 28k 54.48
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.5M 9.7k 157.82
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.5M 2.2k 694.66
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.5M 9.1k 166.83
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $1.5M 5.5k 273.83
British Amern Tob Sponsored Adr (BTI) 0.1 $1.5M 28k 53.55
Dimensional Etf Trust International (DFSI) 0.1 $1.5M 37k 39.41
Cisco Systems (CSCO) 0.1 $1.5M 21k 68.53
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 0.1 $1.5M 72k 20.29
Vanguard Wellington Us Quality (VFQY) 0.1 $1.5M 10k 144.71
Ishares Tr Expanded Tech (IGV) 0.1 $1.4M 13k 111.66
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $1.4M 24k 59.36
Pepsi (PEP) 0.1 $1.4M 11k 135.53
Walt Disney Company (DIS) 0.1 $1.4M 12k 119.65
Sofi Technologies (SOFI) 0.1 $1.4M 63k 22.50
Kayne Anderson MLP Investment (KYN) 0.1 $1.4M 112k 12.66
Emerson Electric (EMR) 0.1 $1.4M 10k 139.71
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.4M 12k 118.31
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $1.4M 46k 29.84
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $1.4M 20k 69.15
Spdr Series Trust Bloomberg High Y (JNK) 0.1 $1.3M 14k 96.90
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.3M 13k 106.36
Blackstone Group Inc Com Cl A (BX) 0.1 $1.3M 7.7k 172.72
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $1.3M 27k 48.51
Snowflake Cl A (SNOW) 0.1 $1.3M 5.9k 223.49
Microstrategy Cl A New (MSTR) 0.1 $1.3M 3.2k 403.66
Grayscale Ethereum Trust Etf SHS (ETHE) 0.1 $1.3M 42k 30.86
Natera (NTRA) 0.1 $1.3M 9.7k 133.66
Lowe's Companies (LOW) 0.1 $1.3M 5.8k 222.83
UnitedHealth (UNH) 0.1 $1.3M 5.1k 251.36
Vanguard World Comm Srvc Etf (VOX) 0.1 $1.3M 7.3k 174.91
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $1.3M 18k 69.50
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $1.3M 31k 40.58
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $1.3M 25k 49.14
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.2M 13k 93.64
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.2M 9.8k 123.91
Heritage Financial Corporation (HFWA) 0.1 $1.2M 54k 22.54
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $1.2M 19k 65.15
Amplify Etf Tr Amplify Junior S (SILJ) 0.1 $1.2M 81k 14.74
Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $1.2M 22k 55.23
Uber Technologies (UBER) 0.1 $1.2M 13k 88.12
Select Sector Spdr Tr Energy (XLE) 0.1 $1.2M 13k 86.88
Spdr Series Trust Portfolio Intrmd (SPIB) 0.1 $1.2M 34k 33.49
Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $1.1M 31k 36.15
Pfizer (PFE) 0.1 $1.1M 48k 23.44
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $1.1M 26k 42.47
Southern Company (SO) 0.1 $1.1M 12k 94.35
Ishares Tr Core Intl Aggr (IAGG) 0.1 $1.1M 21k 51.04
Ishares Tr Ibonds 2026 Term (IBHF) 0.1 $1.1M 46k 23.24
Blackrock (BLK) 0.1 $1.1M 973.00 1106.06
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.1M 22k 48.33
Opendoor Technologies (OPEN) 0.1 $1.1M 572k 1.84
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.0M 10k 102.83
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.0M 40k 25.72
Crispr Therapeutics Namen Akt (CRSP) 0.1 $1.0M 18k 56.26
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.1 $1.0M 13k 82.50
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $1.0M 38k 26.60
Stryker Corporation (SYK) 0.1 $1.0M 2.6k 392.97
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $1.0M 37k 27.69
Wisdomtree Tr Artificial Intel (WTAI) 0.1 $1.0M 39k 25.46
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.0M 9.3k 107.48
Ishares Msci Japn Smcetf (SCJ) 0.1 $1.0M 12k 84.98
Ishares Gold Tr Ishares New (IAU) 0.1 $997k 16k 62.06
Edwards Lifesciences (EW) 0.1 $988k 13k 79.24
Realty Income (O) 0.1 $987k 18k 56.24
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $980k 12k 82.70
Equifax (EFX) 0.1 $975k 4.1k 240.23
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $973k 19k 52.75
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $966k 9.6k 100.72
Johnson Ctls Intl SHS (JCI) 0.1 $960k 9.1k 105.00
Progressive Corporation (PGR) 0.1 $949k 3.6k 261.79
Global X Fds Us Pfd Etf (PFFD) 0.1 $949k 50k 19.15
Manulife Finl Corp (MFC) 0.1 $948k 31k 30.96
3M Company (MMM) 0.1 $931k 6.2k 149.46
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.1 $922k 13k 70.77
salesforce (CRM) 0.1 $913k 3.5k 258.66
Mastercard Incorporated Cl A (MA) 0.1 $904k 1.6k 565.60
Block Cl A (XYZ) 0.1 $903k 13k 68.11
Merck & Co (MRK) 0.1 $892k 11k 78.37
Medtronic SHS (MDT) 0.1 $891k 9.9k 90.04
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.1 $890k 20k 45.70
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $886k 32k 27.47
Altria (MO) 0.1 $886k 14k 61.80
Comcast Corp Cl A (CMCSA) 0.1 $883k 26k 33.49
Rithm Capital Corp Com New (RITM) 0.1 $875k 75k 11.63
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $875k 21k 41.73
Accenture Plc Ireland Shs Class A (ACN) 0.1 $867k 3.0k 286.51
First Tr Exchange-traded SHS (FDL) 0.1 $864k 20k 42.26
Ishares Tr Mbs Etf (MBB) 0.0 $851k 9.1k 93.07
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $850k 26k 32.32
Regeneron Pharmaceuticals (REGN) 0.0 $848k 1.6k 545.28
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $839k 29k 28.58
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $838k 12k 71.38
Philip Morris International (PM) 0.0 $834k 5.0k 167.08
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $833k 8.3k 100.49
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $828k 13k 62.97
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $827k 10k 79.35
Cummins (CMI) 0.0 $822k 2.2k 367.54
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $822k 25k 32.92
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $822k 18k 44.58
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.0 $819k 32k 25.61
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $819k 8.6k 95.40
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $806k 15k 53.89
American Financial (AFG) 0.0 $803k 6.4k 124.90
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $801k 5.9k 136.76
Shell Spon Ads (SHEL) 0.0 $793k 11k 71.75
Kimberly-Clark Corporation (KMB) 0.0 $791k 6.3k 124.80
Zscaler Incorporated (ZS) 0.0 $789k 2.8k 286.62
Dimensional Etf Trust Short Duration F (DFSD) 0.0 $785k 16k 47.92
Citigroup Com New (C) 0.0 $781k 8.5k 92.24
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $774k 18k 42.99
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.0 $771k 42k 18.44
Fidelity Covington Trust Enhanced Mid (FMDE) 0.0 $760k 22k 34.82
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $760k 10k 75.65
Dimensional Etf Trust Emerging Markets (DFSE) 0.0 $744k 20k 38.06
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $724k 54k 13.37
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $716k 17k 42.83
Enterprise Products Partners (EPD) 0.0 $715k 23k 30.99
Grail (GRAL) 0.0 $705k 21k 34.21
Gamestop Corp Cl A (GME) 0.0 $692k 28k 24.38
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.0 $691k 7.9k 87.30
Kroger (KR) 0.0 $688k 9.7k 70.70
Duke Energy Corp Com New (DUK) 0.0 $687k 5.7k 121.28
Palo Alto Networks (PANW) 0.0 $679k 3.9k 175.74
Zoetis Cl A (ZTS) 0.0 $675k 4.6k 146.31
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $675k 4.3k 156.33
Wells Fargo & Company (WFC) 0.0 $668k 8.3k 80.58
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $666k 11k 59.69
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $664k 8.4k 79.29
Fiserv (FI) 0.0 $660k 4.5k 148.05
Ishares Msci Brazil Etf (EWZ) 0.0 $657k 25k 26.56
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $655k 6.9k 94.78
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $647k 11k 60.72
Unity Software (U) 0.0 $647k 27k 24.22
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $646k 4.1k 157.35
Icon SHS (ICLR) 0.0 $645k 3.8k 169.19
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $642k 4.8k 133.63
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.0 $641k 11k 59.99
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $640k 1.1k 567.63
Fidelity Covington Trust Enhanced Intl (FENI) 0.0 $639k 20k 32.78
Ishares Tr Europe Etf (IEV) 0.0 $623k 10k 61.71
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $616k 7.1k 87.03
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $608k 2.2k 280.02
Tetra Tech (TTEK) 0.0 $605k 17k 36.74
Intercontinental Exchange (ICE) 0.0 $601k 3.3k 184.69
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.0 $599k 26k 23.23
PIMCO Corporate Opportunity Fund (PTY) 0.0 $599k 43k 13.94
Valkyrie Etf Trust Ii Coinshares Valky (WGMI) 0.0 $595k 26k 22.74
Intel Corporation (INTC) 0.0 $594k 29k 20.63
CSX Corporation (CSX) 0.0 $594k 18k 33.73
ConocoPhillips (COP) 0.0 $593k 6.3k 94.71
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $587k 33k 18.05
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.0 $587k 11k 52.74
TJX Companies (TJX) 0.0 $585k 4.7k 124.39
Fidelity Merrimack Str Tr Low Duration Bd (FLDB) 0.0 $585k 12k 50.45
Northrop Grumman Corporation (NOC) 0.0 $582k 1.0k 576.64
First Tr Exchange-traded A Com Shs (FAD) 0.0 $580k 3.9k 150.25
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.0 $578k 11k 51.47
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $578k 13k 43.04
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $574k 18k 32.69
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.0 $574k 11k 51.92
Nextera Energy (NEE) 0.0 $562k 8.0k 70.49
Robinhood Mkts Com Cl A (HOOD) 0.0 $557k 5.4k 103.05
Ishares Msci Jpn Etf New (EWJ) 0.0 $554k 7.5k 73.78
Bristol Myers Squibb (BMY) 0.0 $553k 13k 43.83
Kla Corp Com New (KLAC) 0.0 $553k 628.00 880.88
Lockheed Martin Corporation (LMT) 0.0 $552k 1.3k 424.86
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $551k 11k 51.14
S&p Global (SPGI) 0.0 $551k 1.0k 543.94
Ishares Msci World Etf (URTH) 0.0 $549k 3.2k 171.08
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $547k 13k 42.97
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $547k 9.9k 55.41
Ishares Msci Emrg Chn (EMXC) 0.0 $547k 8.7k 62.82
Illumina (ILMN) 0.0 $542k 5.3k 102.71
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $537k 3.5k 155.35
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $531k 4.3k 122.77
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $529k 9.6k 54.91
Trane Technologies SHS (TT) 0.0 $529k 1.2k 438.09
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $525k 10k 51.04
Linde SHS (LIN) 0.0 $523k 1.1k 462.75
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $514k 21k 25.04
Astrazeneca Sponsored Adr 0.0 $513k 7.0k 72.85
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $511k 21k 24.00
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $511k 4.1k 124.09
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $510k 26k 20.01
Metropcs Communications (TMUS) 0.0 $510k 2.1k 238.31
Target Corporation (TGT) 0.0 $507k 5.1k 100.22
Ishares Msci Gbl Gold Mn (RING) 0.0 $504k 12k 43.72
Avidity Biosciences Ord (RNA) 0.0 $499k 14k 36.71
Amphenol Corp Cl A (APH) 0.0 $498k 4.8k 104.09
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $497k 45k 11.16
GSK Sponsored Adr (GSK) 0.0 $496k 13k 37.15
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.0 $495k 13k 38.18
Spdr Series Trust Msci Usa Strtgic (QUS) 0.0 $493k 3.0k 163.10
Morgan Stanley Com New (MS) 0.0 $488k 3.4k 142.39
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $486k 7.7k 63.35
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.0 $484k 3.5k 138.52
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.0 $483k 18k 26.63
Paychex (PAYX) 0.0 $483k 3.3k 144.34
Rockwell Automation (ROK) 0.0 $479k 1.4k 345.72
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $477k 15k 31.38
Synopsys (SNPS) 0.0 $476k 752.00 633.47
General Dynamics Corporation (GD) 0.0 $473k 1.6k 303.95
Barrick Mng Corp Com Shs (B) 0.0 $472k 22k 21.12
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $464k 6.4k 72.50
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.0 $463k 4.0k 115.69
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.0 $460k 4.6k 101.04
Ishares Tr Global Equity (GLOF) 0.0 $460k 9.4k 48.73
J P Morgan Exchange Traded F Active Growth (JGRO) 0.0 $459k 5.2k 88.32
Travelers Companies (TRV) 0.0 $454k 1.7k 265.34
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $452k 22k 20.92
Hannon Armstrong (HASI) 0.0 $452k 17k 26.86
Newmont Mining Corporation (NEM) 0.0 $452k 7.3k 61.66
The Trade Desk Com Cl A (TTD) 0.0 $452k 5.2k 86.96
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $446k 13k 34.22
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $442k 100k 4.40
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $433k 7.0k 62.17
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $432k 5.2k 83.06
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.0 $432k 3.6k 118.38
Spdr Series Trust S&p Kensho Smart (HAIL) 0.0 $430k 14k 31.00
Ishares Msci Aust Etf (EWA) 0.0 $426k 16k 26.02
Booking Holdings (BKNG) 0.0 $424k 77.00 5507.57
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.0 $424k 9.0k 46.90
Nu Hldgs Ord Shs Cl A (NU) 0.0 $424k 35k 12.22
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.0 $424k 18k 23.60
AllianceBernstein Global Hgh Incm (AWF) 0.0 $417k 38k 11.03
Nike CL B (NKE) 0.0 $417k 5.6k 74.30
Bank Of Montreal Cadcom (BMO) 0.0 $417k 3.8k 110.45
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $415k 40k 10.46
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.0 $413k 4.2k 97.89
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $410k 19k 21.14
Tidal Trust I Fundstrat Granny (GRNY) 0.0 $410k 18k 23.46
Novartis Sponsored Adr (NVS) 0.0 $408k 3.5k 115.58
Fidelity Merrimack Str Tr Investment Gr Se (FSEC) 0.0 $404k 9.4k 43.22
Delta Air Lines Inc Del Com New (DAL) 0.0 $404k 7.6k 53.15
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $403k 4.2k 94.95
Texas Instruments Incorporated (TXN) 0.0 $401k 2.1k 187.70
Aon Shs Cl A (AON) 0.0 $400k 1.1k 356.72
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $399k 4.9k 81.91
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $397k 14k 29.43
American Express Company (AXP) 0.0 $396k 1.3k 300.99
Marsh & McLennan Companies 0.0 $395k 2.0k 200.65
Constellation Energy (CEG) 0.0 $394k 1.1k 347.69
Dimensional Etf Trust Global Real Est (DFGR) 0.0 $394k 15k 26.52
Kinder Morgan (KMI) 0.0 $394k 14k 28.18
Sfl Corporation SHS (SFL) 0.0 $393k 45k 8.66
Phillips 66 (PSX) 0.0 $393k 3.2k 123.35
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $391k 2.9k 134.44
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) 0.0 $390k 2.8k 141.00
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $390k 1.6k 241.31
Motorola Solutions Com New (MSI) 0.0 $389k 886.00 439.11
Dupont De Nemours (DD) 0.0 $382k 5.4k 71.24
PIMCO Corporate Income Fund (PCN) 0.0 $381k 30k 12.69
Super Micro Computer Com New (SMCI) 0.0 $373k 6.3k 58.97
Abrdn Asia Pacific Income Fu Com New (FAX) 0.0 $372k 23k 15.95
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.0 $371k 10k 36.58
Ford Motor Company (F) 0.0 $369k 33k 11.06
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $368k 7.0k 52.77
L3harris Technologies (LHX) 0.0 $366k 1.3k 274.85
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $365k 7.9k 46.14
Targa Res Corp (TRGP) 0.0 $361k 2.2k 166.41
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $359k 15k 24.38
Vanguard World Health Car Etf (VHT) 0.0 $359k 1.5k 241.44
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.0 $358k 3.2k 112.03
Alnylam Pharmaceuticals (ALNY) 0.0 $358k 912.00 392.24
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $357k 1.2k 288.26
Hartford Financial Services (HIG) 0.0 $356k 2.8k 125.98
Blackrock Etf Trust Ishares A I Inno (BAI) 0.0 $356k 11k 31.22
Occidental Petroleum Corporation (OXY) 0.0 $352k 8.0k 43.83
Devon Energy Corporation (DVN) 0.0 $352k 11k 33.19
Truist Financial Corp equities (TFC) 0.0 $347k 7.9k 43.69
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $346k 6.2k 56.01
Fortinet (FTNT) 0.0 $344k 3.4k 100.82
Leidos Holdings (LDOS) 0.0 $340k 2.1k 159.65
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $340k 27k 12.74
Applovin Corp Com Cl A (APP) 0.0 $339k 867.00 390.70
Spdr Series Trust Portfli High Yld (SPHY) 0.0 $338k 14k 23.79
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $337k 12k 28.34
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $337k 8.9k 37.84
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.0 $336k 5.1k 66.10
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $336k 6.6k 50.65
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR) 0.0 $334k 7.1k 47.12
Vanguard World Consum Dis Etf (VCR) 0.0 $331k 895.00 369.70
Kraft Heinz (KHC) 0.0 $329k 12k 27.46
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $326k 13k 25.37
Halozyme Therapeutics (HALO) 0.0 $325k 5.4k 59.97
Corteva (CTVA) 0.0 $325k 4.4k 73.35
Spdr Series Trust Portfolio S&p400 (SPMD) 0.0 $324k 5.9k 55.16
Ishares Tr Russell 3000 Etf (IWV) 0.0 $320k 908.00 351.88
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $318k 2.3k 137.22
FedEx Corporation (FDX) 0.0 $317k 1.4k 224.02
Cognizant Technology Solutio Cl A (CTSH) 0.0 $312k 4.4k 71.77
Veralto Corp Com Shs (VLTO) 0.0 $311k 3.0k 104.83
Eversource Energy (ES) 0.0 $310k 4.7k 65.85
Analog Devices (ADI) 0.0 $310k 1.3k 230.93
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $309k 3.5k 87.74
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.0 $306k 4.0k 76.07
Key (KEY) 0.0 $306k 17k 17.86
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $303k 13k 22.86
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.0 $303k 5.4k 56.03
Ingersoll Rand (IR) 0.0 $302k 3.6k 84.64
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $301k 4.3k 70.47
Arm Holdings Sponsored Ads (ARM) 0.0 $301k 2.1k 144.04
Autodesk (ADSK) 0.0 $299k 987.00 303.11
Carrier Global Corporation (CARR) 0.0 $299k 4.3k 69.26
Air Products & Chemicals (APD) 0.0 $299k 1.0k 287.30
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.0 $298k 4.5k 65.67
American Tower Reit (AMT) 0.0 $298k 1.4k 209.36
Ishares Tr Short Treas Bd (SHV) 0.0 $295k 2.7k 110.41
Marathon Petroleum Corp (MPC) 0.0 $289k 1.7k 168.29
Cava Group Ord (CAVA) 0.0 $289k 3.4k 85.15
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $288k 7.0k 41.41
Purecycle Technologies (PCT) 0.0 $287k 21k 13.41
Reaves Util Income Com Sh Ben Int (UTG) 0.0 $286k 7.5k 38.28
Prologis (PLD) 0.0 $284k 2.7k 106.77
Ssga Active Tr Spdr Ssga Fxd (FISR) 0.0 $279k 11k 25.64
Ishares Tr Ibonds Dec 2030 (IBDV) 0.0 $278k 13k 21.91
Bank of New York Mellon Corporation (BK) 0.0 $277k 2.7k 101.46
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $277k 2.6k 106.62
Global X Fds Global X Uranium (URA) 0.0 $277k 7.0k 39.36
Ishares Tr Rus 1000 Etf (IWB) 0.0 $276k 794.00 347.36
O'reilly Automotive (ORLY) 0.0 $274k 2.8k 98.32
Ishares Tr Esg Msci Leadr (SUSL) 0.0 $271k 2.4k 111.30
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $269k 2.4k 110.07
Toast Cl A (TOST) 0.0 $268k 5.5k 48.84
Boston Scientific Corporation (BSX) 0.0 $268k 2.6k 104.93
Bk Nova Cad (BNS) 0.0 $267k 4.8k 55.61
Cloudflare Cl A Com (NET) 0.0 $265k 1.3k 207.68
Duff & Phelps Global (DPG) 0.0 $264k 21k 12.40
Republic Services (RSG) 0.0 $262k 1.1k 233.17
Generac Holdings (GNRC) 0.0 $261k 1.3k 194.69
Proshares Tr Pshs Ultra Tech (ROM) 0.0 $261k 3.2k 81.42
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $258k 6.2k 41.57
Ishares Tr Ibonds Dec 29 (IBDU) 0.0 $258k 11k 23.27
Iron Mountain (IRM) 0.0 $257k 2.6k 99.86
Ciena Corp Com New (CIEN) 0.0 $257k 2.8k 91.10
Astera Labs (ALAB) 0.0 $255k 1.9k 136.73
Hershey Company (HSY) 0.0 $254k 1.5k 166.95
Ecolab (ECL) 0.0 $251k 942.00 266.45
Agnc Invt Corp Com reit (AGNC) 0.0 $251k 27k 9.43
Capital One Financial (COF) 0.0 $249k 1.2k 213.99
Ishares Tr Micro-cap Etf (IWC) 0.0 $246k 1.9k 130.59
Intuit (INTU) 0.0 $246k 313.00 786.13
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $243k 22k 11.02
Nasdaq Omx (NDAQ) 0.0 $243k 2.5k 96.22
Mondelez Intl Cl A (MDLZ) 0.0 $242k 3.7k 64.78
Charles Schwab Corporation (SCHW) 0.0 $241k 2.5k 97.71
Ishares Tr Ibonds Dec 2032 (IBDX) 0.0 $241k 9.5k 25.24
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $240k 584.00 411.02
Global X Fds Glbl X Mlp Etf (MLPA) 0.0 $237k 4.7k 50.20
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.0 $235k 4.4k 53.32
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.0 $235k 3.3k 70.88
Spdr Series Trust Portfli Intrmdit (SPTI) 0.0 $234k 8.2k 28.57
Illinois Tool Works (ITW) 0.0 $232k 914.00 253.75
Adobe Systems Incorporated (ADBE) 0.0 $229k 630.00 364.18
Spinnaker Etf Series Select Stoxx Eur (EUAD) 0.0 $229k 5.5k 41.59
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $229k 7.4k 30.79
Alcoa (AA) 0.0 $228k 7.6k 29.97
Fidelity Covington Trust Enhanced Large (FELC) 0.0 $228k 6.5k 35.00
Ishares Tr Ibonds Dec 2031 (IBDW) 0.0 $227k 11k 20.92
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $226k 2.5k 91.86
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $226k 4.7k 48.00
Cme (CME) 0.0 $226k 814.00 277.16
Vanguard World Mega Cap Index (MGC) 0.0 $223k 970.00 230.33
Canadian Natural Resources (CNQ) 0.0 $222k 7.0k 31.70
Expeditors International of Washington (EXPD) 0.0 $222k 1.9k 115.21
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $220k 3.0k 74.28
Nucor Corporation (NUE) 0.0 $220k 1.6k 134.79
Ishares Tr Morningstar Valu (ILCV) 0.0 $219k 2.6k 84.00
Ishares Tr Ultra Short Dur (ICSH) 0.0 $218k 4.3k 50.69
Ishares Tr Ishares Biotech (IBB) 0.0 $217k 1.6k 132.16
American Centy Etf Tr Real Estate Etf (AVRE) 0.0 $217k 4.9k 44.16
Ishares Tr Gnma Bond Etf (GNMA) 0.0 $215k 4.9k 43.54
WD-40 Company (WDFC) 0.0 $215k 1.0k 214.40
Oneok (OKE) 0.0 $215k 2.6k 82.07
Vici Pptys (VICI) 0.0 $215k 6.6k 32.60
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $213k 2.6k 82.63
Ishares Tr China Lg-cap Etf (FXI) 0.0 $211k 5.6k 37.44
Fidelity Covington Trust Intl Multifactor (FDEV) 0.0 $209k 6.6k 31.72
Mongodb Cl A (MDB) 0.0 $207k 869.00 237.89
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.0 $206k 5.9k 34.89
General Motors Company (GM) 0.0 $206k 3.9k 52.55
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $205k 6.1k 33.47
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $204k 3.3k 62.18
Ishares Tr Cmbs Etf (CMBS) 0.0 $201k 4.2k 48.50
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $201k 2.8k 72.70
Rbc Cad (RY) 0.0 $201k 1.6k 129.33
Infosys Sponsored Adr (INFY) 0.0 $188k 11k 17.93
Snap Cl A (SNAP) 0.0 $187k 21k 8.73
Nuveen California Muni Vlu F Com Stk (NCA) 0.0 $182k 21k 8.68
Enovix Corp (ENVX) 0.0 $176k 13k 13.40
Coeur Mng Com New (CDE) 0.0 $168k 19k 8.69
India Fund (IFN) 0.0 $167k 11k 15.46
Standard Lithium Corp equities (SLI) 0.0 $166k 70k 2.37
Tidal Tr Ii Yieldmax Ultra O 0.0 $124k 20k 6.14
Wells Fargo Adv Multi-Sector Inco Fund (ERC) 0.0 $121k 13k 9.37
Zevia Pbc Cl A (ZVIA) 0.0 $118k 37k 3.22
Morgan Stanley Emerging Markets Domestic (EDD) 0.0 $75k 15k 5.11
Transocean Registered Shs (RIG) 0.0 $69k 24k 2.82
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.0 $66k 10k 6.55
Bitfarms (BITF) 0.0 $53k 63k 0.84
New Gold Inc Cda (NGD) 0.0 $50k 12k 4.19
Gannett (TDAY) 0.0 $42k 12k 3.58
Iveda Solutions (IVDA) 0.0 $30k 16k 1.91
Cognition Therapeutics (CGTX) 0.0 $25k 43k 0.59
Docgo (DCGO) 0.0 $20k 15k 1.36
Kopin Corporation (KOPN) 0.0 $18k 10k 1.79
Lineage Cell Therapeutics In (LCTX) 0.0 $15k 15k 1.02
Female Health 0.0 $5.8k 12k 0.48