Obermeyer Asset Management

Obermeyer Wealth Partners as of March 31, 2026

Portfolio Holdings for Obermeyer Wealth Partners

Obermeyer Wealth Partners holds 298 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 8.9 $193M 602k 320.81
Alphabet Cap Stk Cl C (GOOG) 5.0 $108M 376k 286.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.3 $94M 158k 597.55
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.0 $87M 456k 191.81
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 3.9 $86M 254k 337.95
Apple (AAPL) 3.8 $82M 324k 253.79
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.7 $81M 1.6M 50.37
Microsoft Corporation (MSFT) 3.5 $75M 203k 370.17
NVIDIA Corporation (NVDA) 3.4 $74M 424k 174.40
RBB F/m Us Treasury (TBIL) 3.2 $70M 1.4M 49.86
Amazon (AMZN) 3.1 $67M 321k 208.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.0 $64M 134k 479.20
Ishares Msci World Etf (URTH) 2.9 $63M 350k 180.02
Broadcom (AVGO) 2.7 $60M 193k 309.51
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.7 $59M 763k 77.11
Mastercard Incorporated Cl A (MA) 2.7 $59M 117k 499.66
Asml Hldg Nv N Y Registry Shs (ASML) 2.6 $56M 43k 1320.83
Raytheon Technologies Corp (RTX) 2.3 $51M 263k 192.90
Meta Platforms Cl A (META) 2.1 $45M 79k 572.13
Cme (CME) 1.5 $33M 110k 295.35
Aon Shs Cl A (AON) 1.5 $32M 98k 322.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $31M 54k 577.18
UnitedHealth (UNH) 1.4 $30M 113k 270.59
Deere & Company (DE) 1.4 $30M 53k 563.30
Home Depot (HD) 1.3 $29M 88k 328.89
Motorola Solutions Com New (MSI) 1.2 $26M 59k 433.97
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.2 $25M 622k 40.47
Moody's Corporation (MCO) 1.1 $24M 54k 436.25
Sherwin-Williams Company (SHW) 1.0 $22M 69k 320.55
Texas Instruments Incorporated (TXN) 1.0 $22M 112k 194.14
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.8 $18M 323k 55.35
Sap Se Spon Adr (SAP) 0.8 $17M 101k 171.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $16M 241k 64.08
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.7 $15M 305k 49.81
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $14M 22k 650.33
United Parcel Svcs CL B (UPS) 0.6 $13M 135k 98.38
Zoetis Cl A (ZTS) 0.5 $11M 89k 118.21
Alphabet Cap Stk Cl A (GOOGL) 0.5 $9.9M 35k 287.56
JPMorgan Chase & Co. (JPM) 0.5 $9.9M 34k 294.16
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $9.3M 13.00 718140.00
Visa Com Cl A (V) 0.3 $7.1M 24k 302.24
Exxon Mobil Corporation (XOM) 0.3 $6.4M 38k 169.66
Us Bancorp Com New (USB) 0.3 $6.1M 118k 52.01
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) 0.3 $5.7M 119k 48.18
Ares Capital Corporation (ARCC) 0.2 $5.2M 287k 18.02
Spdr Gold Tr Gold Shs (GLD) 0.2 $5.2M 12k 430.29
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $5.0M 34k 146.61
Lowe's Companies (LOW) 0.2 $5.0M 21k 236.28
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $4.5M 47k 96.70
Canadian Natural Resources (CNQ) 0.2 $4.2M 87k 48.73
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.2 $3.9M 52k 75.65
Spdr Series Trust State Street Spd (SPSM) 0.2 $3.8M 78k 48.32
Wal-Mart Stores (WMT) 0.2 $3.5M 28k 124.28
Eaton Corp SHS (ETN) 0.2 $3.5M 9.7k 357.67
Costco Wholesale Corporation (COST) 0.2 $3.4M 3.5k 996.56
Atmos Energy Corporation (ATO) 0.1 $3.2M 17k 184.72
Vanguard Index Fds Large Cap Etf (VV) 0.1 $3.1M 11k 298.85
Analog Devices (ADI) 0.1 $3.1M 9.8k 318.14
Ishares Tr Core S&p500 Etf (IVV) 0.1 $3.1M 4.7k 653.23
Shell Spon Ads (SHEL) 0.1 $3.0M 33k 93.00
Johnson & Johnson (JNJ) 0.1 $3.0M 12k 244.44
Waste Management (WM) 0.1 $3.0M 13k 229.79
Corteva (CTVA) 0.1 $2.8M 34k 83.71
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $2.8M 19k 148.10
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $2.8M 56k 49.99
Ishares Tr Europe Etf (IEV) 0.1 $2.7M 40k 67.94
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.7M 6.3k 426.40
Apollo Global Mgmt (APO) 0.1 $2.4M 21k 111.42
Abbvie (ABBV) 0.1 $2.4M 11k 217.49
Astrazeneca Ord (AZN) 0.1 $2.3M 12k 197.22
Applied Materials (AMAT) 0.1 $2.3M 6.6k 341.79
Coca-Cola Company (KO) 0.1 $2.2M 29k 76.05
Petroleo Brasileiro S A Sp Adr Non Vtg (PBR.A) 0.1 $2.2M 118k 18.75
Union Pacific Corporation (UNP) 0.1 $2.2M 9.1k 242.62
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.2M 18k 124.31
Voyager Technologies Com Cl A (VOYG) 0.1 $2.2M 93k 23.39
Qnity Electronics Common Stock (Q) 0.1 $1.9M 17k 115.38
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.9M 4.3k 436.79
American Express Company (AXP) 0.1 $1.9M 6.2k 302.46
MPLX Com Unit Rep Ltd (MPLX) 0.1 $1.8M 32k 57.07
Totalenergies Se Act (TTE) 0.1 $1.8M 20k 90.98
Procter & Gamble Company (PG) 0.1 $1.8M 13k 144.44
TJX Companies (TJX) 0.1 $1.8M 11k 159.70
Vici Pptys (VICI) 0.1 $1.8M 65k 27.32
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $1.8M 2.8k 616.79
Enterprise Products Partners (EPD) 0.1 $1.7M 45k 37.84
Eli Lilly & Co. (LLY) 0.1 $1.6M 1.7k 920.02
Corning Incorporated (GLW) 0.1 $1.6M 11k 135.97
McDonald's Corporation (MCD) 0.1 $1.5M 4.8k 310.79
Caterpillar (CAT) 0.1 $1.5M 2.1k 708.49
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.5M 7.7k 191.93
British Amern Tob Sponsored Adr (BTI) 0.1 $1.5M 25k 58.47
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.5M 26k 56.79
Vanguard Index Fds Value Etf (VTV) 0.1 $1.5M 7.5k 196.20
Amgen (AMGN) 0.1 $1.4M 4.1k 351.84
Chevron Corporation (CVX) 0.1 $1.4M 6.9k 206.90
Aercap Holdings Nv SHS (AER) 0.1 $1.4M 10k 137.18
Abbott Laboratories (ABT) 0.1 $1.3M 13k 102.67
Chubb (CB) 0.1 $1.3M 4.0k 325.94
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.2M 5.0k 248.00
Rbc Cad (RY) 0.1 $1.2M 7.6k 161.78
Dupont De Nemours (DD) 0.1 $1.2M 26k 45.80
Goldman Sachs (GS) 0.1 $1.2M 1.4k 845.99
Ishares Gold Tr Ishares New (IAU) 0.1 $1.1M 13k 88.16
IDEXX Laboratories (IDXX) 0.1 $1.1M 2.0k 561.89
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.1M 58k 19.30
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $1.1M 29k 38.86
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.1 $1.1M 82k 13.67
D.R. Horton (DHI) 0.0 $1.1M 7.9k 137.22
Equinix (EQIX) 0.0 $1.1M 1.1k 980.24
Walt Disney Company (DIS) 0.0 $1.0M 11k 96.38
Merck & Co (MRK) 0.0 $1.0M 8.6k 120.29
Wells Fargo & Company (WFC) 0.0 $1.0M 13k 79.61
Oracle Corporation (ORCL) 0.0 $1.0M 6.8k 147.12
Dow (DOW) 0.0 $984k 24k 41.65
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $979k 3.0k 328.66
Bristol Myers Squibb (BMY) 0.0 $943k 16k 60.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $937k 12k 79.27
Emerson Electric (EMR) 0.0 $882k 6.7k 131.02
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.0 $873k 17k 50.48
Wec Energy Group (WEC) 0.0 $869k 7.5k 115.77
Pepsi (PEP) 0.0 $868k 5.6k 155.29
Honeywell International (HON) 0.0 $867k 3.8k 226.03
Air Products & Chemicals (APD) 0.0 $865k 3.0k 290.49
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $852k 6.4k 132.90
AmerisourceBergen (COR) 0.0 $848k 2.7k 314.14
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.0 $846k 7.4k 114.91
Ishares Tr Core Msci Eafe (IEFA) 0.0 $838k 9.3k 90.53
Tesla Motors (TSLA) 0.0 $835k 2.2k 371.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $807k 15k 54.05
Pfizer (PFE) 0.0 $795k 28k 28.08
Nextnav Common Stock (NN) 0.0 $787k 49k 16.02
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $774k 8.0k 97.23
Verizon Communications (VZ) 0.0 $768k 15k 50.20
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $761k 9.2k 82.57
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $760k 3.5k 215.04
salesforce (CRM) 0.0 $751k 4.0k 186.67
Blackrock (BLK) 0.0 $734k 763.00 961.71
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $730k 7.6k 95.44
Vanguard World Health Car Etf (VHT) 0.0 $723k 2.7k 272.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $713k 23k 30.68
Palo Alto Networks (PANW) 0.0 $675k 4.2k 160.32
Cisco Systems (CSCO) 0.0 $670k 8.6k 77.59
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $662k 11k 61.26
Ishares Tr National Mun Etf (MUB) 0.0 $651k 6.1k 106.15
Cummins (CMI) 0.0 $646k 1.2k 538.02
NVR (NVR) 0.0 $639k 97.00 6589.84
Pacer Fds Tr Cash Cows Etf (HERD) 0.0 $637k 14k 45.75
S&p Global (SPGI) 0.0 $636k 1.5k 425.34
International Business Machines (IBM) 0.0 $635k 2.6k 242.39
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $634k 3.0k 213.67
Welltower Inc Com reit (WELL) 0.0 $633k 3.2k 197.71
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $626k 1.6k 383.40
Morgan Stanley Com New (MS) 0.0 $625k 3.8k 164.57
Ge Aerospace Com New (GE) 0.0 $622k 2.2k 283.83
Ishares Tr Rus 1000 Etf (IWB) 0.0 $612k 1.7k 356.56
Williams Companies (WMB) 0.0 $602k 8.3k 72.78
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.0 $601k 8.4k 71.75
Phillips 66 (PSX) 0.0 $595k 3.3k 182.18
Vanguard Index Fds Small Cp Etf (VB) 0.0 $594k 2.3k 261.92
Principal Financial (PFG) 0.0 $594k 6.6k 90.11
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $590k 19k 30.50
Netflix (NFLX) 0.0 $585k 6.1k 96.15
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $560k 2.4k 237.62
Hershey Company (HSY) 0.0 $555k 2.7k 207.89
Philip Morris International (PM) 0.0 $539k 3.3k 165.34
Quanta Services (PWR) 0.0 $527k 960.00 549.02
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $527k 4.4k 118.60
Lockheed Martin Corporation (LMT) 0.0 $519k 859.00 604.58
Ishares Silver Tr Ishares (SLV) 0.0 $517k 7.6k 68.14
Ferrari Nv Ord (RACE) 0.0 $514k 1.5k 338.45
Spdr Series Trust State Street Spd (SPIB) 0.0 $502k 15k 33.54
Kkr & Co (KKR) 0.0 $500k 5.4k 92.50
Advanced Micro Devices (AMD) 0.0 $493k 2.4k 203.43
Ishares Tr Select Divid Etf (DVY) 0.0 $481k 3.2k 151.41
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.0 $480k 6.4k 75.41
Spdr Series Trust State Street Spd (XAR) 0.0 $479k 1.9k 253.98
Nextera Energy (NEE) 0.0 $468k 5.0k 92.89
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $467k 16k 29.13
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $467k 2.3k 205.79
Ishares Tr Core Div Grwth (DGRO) 0.0 $459k 6.5k 70.18
Five Below (FIVE) 0.0 $457k 2.0k 228.48
Allstate Corporation (ALL) 0.0 $456k 2.2k 207.34
Mondelez Intl Cl A (MDLZ) 0.0 $454k 7.9k 57.64
Piper Sandler Companies Com New (PIPR) 0.0 $450k 5.9k 76.55
Green Brick Partners (GRBK) 0.0 $450k 7.0k 64.45
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $447k 4.3k 103.43
Ishares Tr Core Msci Total (IXUS) 0.0 $441k 5.1k 86.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $429k 5.8k 73.64
Occidental Petroleum Corporation (OXY) 0.0 $423k 6.5k 65.00
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $417k 12k 33.97
Spdr Series Trust State Street Spd (SDY) 0.0 $413k 2.8k 145.94
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $411k 5.0k 82.75
Annaly Capital Management In Com New (NLY) 0.0 $411k 19k 21.15
Gilead Sciences (GILD) 0.0 $410k 2.9k 139.37
Te Connectivity Ord Shs (TEL) 0.0 $401k 1.9k 209.02
Ishares Core Msci Emkt (IEMG) 0.0 $395k 5.7k 69.75
Xcel Energy (XEL) 0.0 $391k 4.9k 79.44
T. Rowe Price (TROW) 0.0 $390k 4.3k 90.14
Petroleo Brasileiro S A Sponsored Adr (PBR) 0.0 $382k 18k 20.75
General Dynamics Corporation (GD) 0.0 $379k 1.1k 343.22
Arthur J. Gallagher & Co. (AJG) 0.0 $370k 1.7k 216.58
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $369k 20k 18.29
Canadian Pacific Kansas City (CP) 0.0 $369k 4.7k 78.66
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $368k 7.7k 47.53
Medtronic SHS (MDT) 0.0 $361k 4.2k 86.65
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $361k 3.9k 92.75
Global X Fds Defense Tech Etf (SHLD) 0.0 $358k 5.1k 70.84
Blackstone Group Inc Com Cl A (BX) 0.0 $354k 3.1k 114.98
Ishares Tr Msci Eafe Etf (EFA) 0.0 $353k 3.6k 97.13
Cigna Corp (CI) 0.0 $352k 1.3k 266.75
Valero Energy Corporation (VLO) 0.0 $351k 1.4k 247.08
Starbucks Corporation (SBUX) 0.0 $351k 3.9k 89.59
Kroger (KR) 0.0 $348k 4.8k 72.36
Norfolk Southern (NSC) 0.0 $346k 1.2k 287.00
Target Corporation (TGT) 0.0 $345k 2.8k 121.20
Boeing Company (BA) 0.0 $344k 1.7k 199.03
Vertiv Holdings Com Cl A (VRT) 0.0 $343k 1.4k 250.52
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $342k 3.2k 107.62
Thermo Fisher Scientific (TMO) 0.0 $342k 695.00 491.53
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $341k 2.9k 118.62
Altria (MO) 0.0 $341k 5.2k 65.98
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $340k 6.4k 53.22
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $338k 7.2k 46.74
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $338k 6.4k 52.56
Kinder Morgan (KMI) 0.0 $336k 10k 33.53
W.W. Grainger (GWW) 0.0 $334k 306.00 1091.76
Accenture Plc Ireland Shs Class A (ACN) 0.0 $333k 1.7k 198.26
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $329k 8.0k 41.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $328k 4.8k 67.53
Adobe Systems Incorporated (ADBE) 0.0 $327k 1.3k 243.08
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $326k 6.2k 52.64
ConocoPhillips (COP) 0.0 $324k 2.5k 132.00
Broadstone Net Lease (BNL) 0.0 $321k 18k 18.27
Digital Realty Trust (DLR) 0.0 $320k 1.8k 180.21
Cbre Group Cl A (CBRE) 0.0 $317k 2.3k 135.46
Sempra Energy (SRE) 0.0 $317k 3.3k 97.17
Builders FirstSource (BLDR) 0.0 $317k 3.8k 82.33
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $314k 2.8k 112.27
Western Digital (WDC) 0.0 $308k 1.1k 270.49
Synopsys (SNPS) 0.0 $305k 768.00 396.48
Vanguard World Inf Tech Etf (VGT) 0.0 $304k 436.00 697.72
Travelers Companies (TRV) 0.0 $301k 1.0k 291.68
American Water Works (AWK) 0.0 $300k 2.2k 136.09
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $294k 3.3k 89.33
Linde SHS (LIN) 0.0 $294k 592.00 495.76
Charles Schwab Corporation (SCHW) 0.0 $289k 3.1k 93.98
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.0 $288k 897.00 321.40
Bank of America Corporation (BAC) 0.0 $284k 5.8k 48.75
Citigroup Com New (C) 0.0 $284k 2.5k 113.41
Lam Research Corp Com New (LRCX) 0.0 $283k 1.3k 213.66
Keysight Technologies (KEYS) 0.0 $282k 1.0k 282.37
Intuit (INTU) 0.0 $280k 648.00 432.38
Ishares Tr Eafe Value Etf (EFV) 0.0 $280k 3.8k 74.35
Intercontinental Exchange (ICE) 0.0 $277k 1.8k 157.28
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $276k 596.00 463.19
Archer Daniels Midland Company (ADM) 0.0 $264k 3.6k 72.69
General Motors Company (GM) 0.0 $260k 3.5k 74.50
Progressive Corporation (PGR) 0.0 $253k 1.3k 198.25
Franco-Nevada Corporation (FNV) 0.0 $251k 1.0k 247.05
Illinois Tool Works (ITW) 0.0 $249k 958.00 260.25
Dover Corporation (DOV) 0.0 $244k 1.2k 208.45
Ishares Tr Mbs Etf (MBB) 0.0 $241k 2.5k 94.95
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $241k 2.4k 99.27
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $241k 9.6k 25.10
Spdr Series Trust State Street Spd (SPSB) 0.0 $240k 8.0k 30.07
Kimberly-Clark Corporation (KMB) 0.0 $238k 2.5k 96.48
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $238k 828.00 287.18
Oneok (OKE) 0.0 $238k 2.6k 90.39
Docusign (DOCU) 0.0 $237k 5.0k 47.41
Automatic Data Processing (ADP) 0.0 $234k 1.2k 203.22
Zions Bancorporation (ZION) 0.0 $233k 4.0k 57.62
Servicenow (NOW) 0.0 $232k 2.2k 104.55
Yum! Brands (YUM) 0.0 $232k 1.5k 155.48
Intuitive Surgical Com New (ISRG) 0.0 $231k 501.00 460.99
Meritage Homes Corporation (MTH) 0.0 $229k 3.7k 61.84
Agilent Technologies Inc C ommon (A) 0.0 $229k 2.0k 113.98
Spdr Series Trust State Street Spd (SPHY) 0.0 $228k 9.8k 23.32
Ge Vernova (GEV) 0.0 $228k 261.00 873.19
FedEx Corporation (FDX) 0.0 $226k 634.00 356.18
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $223k 10k 22.33
Select Sector Spdr Tr State Street Con (XLY) 0.0 $218k 2.0k 108.98
Entergy Corporation (ETR) 0.0 $217k 1.9k 112.36
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $217k 7.5k 29.08
Sandisk Corp (SNDK) 0.0 $212k 334.00 635.34
Nucor Corporation (NUE) 0.0 $211k 1.3k 169.10
Stryker Corporation (SYK) 0.0 $211k 641.00 328.59
AutoZone (AZO) 0.0 $209k 62.00 3377.77
Palantir Technologies Cl A (PLTR) 0.0 $208k 1.4k 146.28
Southern Company (SO) 0.0 $206k 2.1k 96.52
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.0 $205k 172.00 1191.56
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $203k 672.00 302.04
VSE Corporation (VSEC) 0.0 $203k 1.1k 184.40
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $201k 641.00 313.81
Novocure Ord Shs (NVCR) 0.0 $137k 13k 10.90
Plug Pwr Com New (PLUG) 0.0 $68k 30k 2.26
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.0 $56k 11k 5.24
Lucid Diagnostics (LUCD) 0.0 $15k 13k 1.15