Olistico Wealth

Olistico Wealth as of March 31, 2025

Portfolio Holdings for Olistico Wealth

Olistico Wealth holds 347 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 Growth Etf Etf (VUG) 9.3 $15M 39k 390.57
Vanguard Total Stock Market Etf Etf (VTI) 8.1 $13M 46k 285.65
Apple Stock (AAPL) 8.0 $13M 58k 222.13
Vanguard Information Technology Etf Etf (VGT) 5.6 $9.1M 16k 556.58
Vanguard Value Etf Etf (VTV) 4.9 $7.9M 46k 172.74
Capital Group Dividend Value Etf Etf (CGDV) 3.6 $5.8M 164k 35.64
Amazon Stock (AMZN) 3.1 $5.1M 27k 190.26
Nvidia Corporation Stock (NVDA) 2.8 $4.5M 42k 108.38
Capital Group Growth Etf Etf (CGGR) 2.4 $3.9M 115k 34.25
Oneok Stock (OKE) 2.3 $3.8M 38k 101.16
Eli Lilly & Co Stock (LLY) 1.8 $3.0M 3.6k 825.93
Microsoft Corp Stock (MSFT) 1.7 $2.8M 7.5k 375.43
Spdr S&p 500 Etf Trust Etf (SPY) 1.6 $2.6M 4.7k 559.46
Ishares Russell Mid-cap Growth Etf Etf (IWP) 1.6 $2.6M 22k 117.49
Ishares Core S&p Small Cap Etf Etf (IJR) 1.6 $2.5M 24k 104.57
Capital Group Core Equity Etf Etf (CGUS) 1.4 $2.3M 68k 33.40
Capital Group International Focus Equity Etf Etf (CGXU) 1.3 $2.2M 88k 24.48
Broadcom Stock (AVGO) 1.1 $1.8M 11k 167.43
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 1.1 $1.7M 52k 32.99
Costco Whsl Corp Stock (COST) 1.0 $1.7M 1.8k 946.14
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.0 $1.7M 11k 154.64
Vanguard Consumer Discretionary Etf Etf (VCR) 0.9 $1.4M 4.4k 325.56
Mcdonalds Corp Stock (MCD) 0.9 $1.4M 4.5k 312.42
Vanguard Large-cap Etf Etf (VV) 0.9 $1.4M 5.5k 257.03
Aaon Inc Com Par $0.004 Stock (AAON) 0.9 $1.4M 18k 78.13
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.8 $1.3M 35k 38.44
Jpmorgan Chase & Co Stock (JPM) 0.8 $1.3M 5.4k 245.30
Vanguard Health Care Etf Etf (VHT) 0.8 $1.3M 4.7k 264.75
Alliant Energy Corp Stock (LNT) 0.8 $1.2M 19k 64.35
Vanguard S&p 500 Etf Etf (VOO) 0.7 $1.2M 2.3k 514.02
Meta Platforms Inc Cl A Stock (META) 0.7 $1.1M 1.9k 576.36
American Express Stock (AXP) 0.7 $1.1M 3.9k 269.08
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.6 $1.0M 56k 18.59
Visa Inc Com Cl A Stock (V) 0.6 $1.0M 3.0k 350.58
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.6 $1.0M 17k 59.75
International Business Machs Stock (IBM) 0.6 $1.0M 4.1k 248.66
Enterprise Prods Partners Stock (EPD) 0.6 $983k 29k 34.14
Industrial Select Sector Spdr Fund Etf (XLI) 0.6 $965k 7.4k 131.09
Caseys Gen Stores Stock (CASY) 0.6 $941k 2.2k 434.10
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $940k 1.8k 532.58
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $767k 4.9k 156.25
Coca Cola Stock (KO) 0.5 $746k 10k 71.62
Exxon Mobil Corp Stock (XOM) 0.5 $733k 6.2k 118.94
Walmart Stock (WMT) 0.4 $695k 7.9k 87.79
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.4 $683k 13k 51.49
Vanguard Industrials Etf Etf (VIS) 0.4 $668k 2.7k 247.57
Capital Group Global Growth Equity Etf Etf (CGGO) 0.4 $640k 23k 28.33
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.4 $629k 9.5k 66.34
Procter And Gamble Stock (PG) 0.4 $609k 3.6k 170.42
Goldman Sachs Group Stock (GS) 0.4 $608k 1.1k 546.38
Johnson & Johnson Stock (JNJ) 0.4 $590k 3.6k 165.85
Chevron Corp Stock (CVX) 0.4 $582k 3.5k 167.31
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $562k 20k 27.96
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.3 $562k 1.1k 493.88
Rtx Corporation Stock (RTX) 0.3 $545k 4.1k 132.48
Merck & Co Stock (MRK) 0.3 $544k 6.1k 89.77
Fedex Corp Stock (FDX) 0.3 $535k 2.2k 243.78
Vanguard Consumer Staples Etf Etf (VDC) 0.3 $513k 2.3k 218.82
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.3 $511k 6.8k 74.72
Caterpillar Stock (CAT) 0.3 $505k 1.5k 329.80
Vanguard Total World Stock Etf Etf (VT) 0.3 $479k 4.1k 115.97
Vanguard Energy Etf Etf (VDE) 0.3 $471k 3.6k 129.73
Allstate Corp Stock (ALL) 0.3 $467k 2.3k 207.07
Lockheed Martin Corp Stock (LMT) 0.3 $459k 1.0k 446.71
Eog Res Stock (EOG) 0.3 $457k 3.6k 128.25
Tjx Cos Stock (TJX) 0.3 $448k 3.7k 121.80
Salesforce Stock (CRM) 0.3 $435k 1.6k 268.36
Home Depot Stock (HD) 0.3 $428k 1.2k 366.69
Vanguard Mid-cap Etf Etf (VO) 0.3 $425k 1.6k 258.76
Schwab Charles Corp Stock (SCHW) 0.3 $421k 5.4k 78.28
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $400k 4.7k 84.40
Vanguard Extended Market Etf Etf (VXF) 0.2 $396k 2.3k 172.28
Texas Instrs Stock (TXN) 0.2 $382k 2.1k 179.78
Unitedhealth Group Stock (UNH) 0.2 $353k 674.00 524.12
Comcast Corp New Cl A Stock (CMCSA) 0.2 $333k 9.0k 36.90
Chubb Stock (CB) 0.2 $329k 1.1k 301.99
Helmerich & Payne Stock (HP) 0.2 $328k 13k 26.12
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.2 $324k 1.6k 197.58
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $314k 4.2k 75.66
Vanguard Small-cap Etf Etf (VB) 0.2 $312k 1.4k 221.78
Linde Stock (LIN) 0.2 $312k 670.00 465.64
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $311k 100.00 3114.38
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.2 $277k 3.4k 80.37
Disney Walt Stock (DIS) 0.2 $267k 2.7k 98.70
Advanced Micro Devices Stock (AMD) 0.2 $264k 2.6k 102.74
Ishares Select Dividend Etf Etf (DVY) 0.2 $256k 708.00 361.90
Thermo Fisher Scientific Stock (TMO) 0.2 $246k 495.00 497.60
Amgen Stock (AMGN) 0.2 $245k 785.00 311.55
Vanguard Communication Services Etf Etf (VOX) 0.1 $243k 1.6k 148.39
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $240k 770.00 312.16
Vanguard Russell 2000 Etf Etf (VTWO) 0.1 $230k 2.9k 80.67
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $221k 1.1k 194.04
Verizon Communications Stock (VZ) 0.1 $221k 4.9k 45.36
Mastercard Incorporated Cl A Stock (MA) 0.1 $219k 400.00 548.12
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $210k 3.1k 67.85
Novo-nordisk A S Adr (NVO) 0.1 $206k 3.0k 69.45
Pfizer Stock (PFE) 0.1 $206k 8.1k 25.34
Prosperity Bancshares Stock (PB) 0.1 $205k 2.9k 71.37
Sysco Corp Stock (SYY) 0.1 $197k 2.6k 75.04
Ishares Russell Midcap Etf Etf (IWR) 0.1 $195k 2.3k 85.07
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $193k 936.00 206.48
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $188k 401.00 469.12
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $187k 516.00 361.68
Pepsico Stock (PEP) 0.1 $185k 1.2k 149.96
Williams Cos Stock (WMB) 0.1 $183k 3.1k 59.78
Coterra Energy Stock (CTRA) 0.1 $168k 5.8k 28.90
Abbvie Stock (ABBV) 0.1 $167k 796.00 209.78
Kellanova Stock (K) 0.1 $163k 2.0k 82.49
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.1 $159k 3.2k 50.24
Cisco Sys Stock (CSCO) 0.1 $154k 2.5k 61.71
At&t Stock (T) 0.1 $150k 5.3k 28.28
Ishares Semiconductor Etf Etf (SOXX) 0.1 $148k 788.00 188.33
Match Group Stock (MTCH) 0.1 $134k 4.3k 31.20
Honeywell Intl Stock (HON) 0.1 $131k 620.00 211.83
Vanguard Core Bond Etf Etf (VCRB) 0.1 $131k 1.7k 77.43
Capital Group Core Plus Income Etf Etf (CGCP) 0.1 $120k 5.3k 22.45
Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $116k 475.00 244.64
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.1 $114k 1.1k 108.69
Union Pac Corp Stock (UNP) 0.1 $111k 470.00 236.31
Adobe Stock (ADBE) 0.1 $109k 285.00 383.53
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $108k 4.9k 22.08
Oracle Corp Stock (ORCL) 0.1 $107k 763.00 139.81
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.1 $104k 823.00 126.09
Eaton Vance Tax-managed Buy- W Cef (ETV) 0.1 $102k 7.7k 13.21
Ge Aerospace Stock (GE) 0.1 $100k 500.00 200.15
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $100k 1.6k 62.10
Corning Stock (GLW) 0.1 $97k 2.1k 45.78
Principal Financial Group Stock (PFG) 0.1 $95k 1.1k 84.39
Regeneron Pharmaceuticals Stock (REGN) 0.1 $89k 141.00 634.23
Air Prods & Chems Stock (APD) 0.1 $89k 300.00 294.92
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $87k 1.7k 50.83
Kimberly-clark Corp Stock (KMB) 0.1 $85k 600.00 142.22
Ishares Russell 2000 Etf Etf (IWM) 0.1 $84k 423.00 199.49
Ishares Msci Eafe Etf Etf (EFA) 0.1 $84k 1.0k 81.73
Automatic Data Processing Stock (ADP) 0.1 $83k 271.00 305.92
Schwab Us Tips Etf Etf (SCHP) 0.1 $82k 3.0k 26.89
Applied Matls Stock (AMAT) 0.0 $80k 550.00 145.12
Starbucks Corp Stock (SBUX) 0.0 $77k 789.00 98.09
Bristol-myers Squibb Stock (BMY) 0.0 $73k 1.2k 60.99
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $72k 2.0k 36.81
Abbott Labs Stock (ABT) 0.0 $72k 540.00 132.65
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $69k 430.00 160.54
Bank Montreal Que Stock (BMO) 0.0 $67k 700.00 95.51
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.0 $67k 1.1k 60.51
Southern Stock (SO) 0.0 $66k 722.00 91.95
Tc Energy Corp Stock (TRP) 0.0 $66k 1.4k 47.22
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $66k 705.00 93.45
American Elec Pwr Stock (AEP) 0.0 $66k 600.00 109.27
Lauder Estee Cos Inc Cl A Stock (EL) 0.0 $66k 993.00 66.00
Danaher Corporation Stock (DHR) 0.0 $61k 299.00 205.00
Unilever Adr 0.0 $60k 1.0k 59.55
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $56k 1.1k 49.81
Dupont De Nemours Stock (DD) 0.0 $55k 730.00 74.68
Philip Morris Intl Stock (PM) 0.0 $54k 338.00 158.97
Vanguard Utilities Etf Etf (VPU) 0.0 $53k 309.00 170.81
C3 Ai Inc Cl A Stock (AI) 0.0 $53k 2.5k 21.05
Bok Finl Corp Stock (BOKF) 0.0 $52k 500.00 104.15
Vanguard Financials Etf Etf (VFH) 0.0 $52k 431.00 119.47
Medtronic Stock (MDT) 0.0 $51k 571.00 89.86
Boeing Stock (BA) 0.0 $51k 300.00 170.55
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $48k 525.00 90.59
Blackrock Stock (BLK) 0.0 $47k 50.00 946.48
Delta Air Lines Inc Del Stock (DAL) 0.0 $47k 1.1k 43.60
Capital Group U.s. Multi-sector Income Etf Etf (CGMS) 0.0 $45k 1.6k 27.30
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $45k 304.00 146.41
Kla Corp Stock (KLAC) 0.0 $44k 65.00 682.06
Vanguard Real Estate Etf Etf (VNQ) 0.0 $44k 487.00 90.54
Invesco Senior Loan Etf Etf (BKLN) 0.0 $43k 2.1k 20.70
Us Bancorp Del Stock (USB) 0.0 $42k 1.0k 42.22
Vanguard Materials Etf Etf (VAW) 0.0 $42k 223.00 188.81
Bank New York Mellon Corp Stock (BK) 0.0 $42k 500.00 83.87
Fortinet Stock (FTNT) 0.0 $41k 429.00 96.26
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.0 $41k 695.00 58.35
Wec Energy Group Stock (WEC) 0.0 $41k 372.00 108.98
Ishares Morningstar U.s. Equity Etf Etf (ILCB) 0.0 $40k 516.00 77.26
Altria Group Stock (MO) 0.0 $38k 639.00 60.02
Centerpoint Energy Stock (CNP) 0.0 $38k 1.1k 36.24
Illinois Tool Wks Stock (ITW) 0.0 $37k 151.00 248.01
Corteva Stock (CTVA) 0.0 $37k 595.00 62.93
First Finl Bankshares Stock (FFIN) 0.0 $36k 989.00 35.92
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $36k 372.00 95.30
Ge Vernova Stock (GEV) 0.0 $35k 113.00 305.28
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $33k 1.2k 26.58
Duke Energy Corp Stock (DUK) 0.0 $32k 260.00 122.16
Borgwarner Stock (BWA) 0.0 $31k 1.1k 28.67
Phillips 66 Stock (PSX) 0.0 $31k 249.00 123.71
Kratos Defense & Sec Solutions Stock (KTOS) 0.0 $30k 1.0k 29.69
Northern Tr Corp Stock (NTRS) 0.0 $30k 300.00 98.65
Dow Stock (DOW) 0.0 $29k 830.00 34.92
American Tower Corp Reit (AMT) 0.0 $29k 133.00 217.60
Sabine Rty Tr Unit Ben Int Stock (SBR) 0.0 $29k 427.00 67.69
Conocophillips Stock (COP) 0.0 $28k 269.00 105.24
Te Connectivity Plc Ord Stock (TEL) 0.0 $28k 200.00 141.32
Texas Pacific Land Corporation Stock (TPL) 0.0 $28k 21.00 1325.00
Targa Res Corp Stock (TRGP) 0.0 $28k 138.00 200.47
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $27k 2.4k 11.42
Ishares Global 100 Etf Etf (IOO) 0.0 $27k 276.00 96.29
Vaneck Semiconductor Etf Etf (SMH) 0.0 $26k 124.00 211.47
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $26k 155.00 166.03
Carrier Global Corporation Stock (CARR) 0.0 $25k 400.00 63.40
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.0 $25k 492.00 51.07
Sherwin Williams Stock (SHW) 0.0 $24k 69.00 351.87
Genuine Parts Stock (GPC) 0.0 $24k 201.00 119.37
Cummins Stock (CMI) 0.0 $24k 75.00 313.83
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.0 $22k 300.00 74.08
Nextera Energy Stock (NEE) 0.0 $22k 309.00 70.89
Dimensional International Core Equity Market Etf Etf (DFAI) 0.0 $22k 697.00 31.24
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.0 $21k 428.00 49.86
Materials Select Sector Spdr Fund Etf (XLB) 0.0 $21k 242.00 85.98
Otis Worldwide Corp Stock (OTIS) 0.0 $21k 200.00 103.20
Firstenergy Corp Stock (FE) 0.0 $20k 500.00 40.42
Ford Mtr Stock (F) 0.0 $20k 2.0k 10.03
Cvs Health Corp Stock (CVS) 0.0 $20k 290.00 67.75
Netflix Stock (NFLX) 0.0 $20k 21.00 932.52
Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $19k 886.00 21.55
Nxp Semiconductors N V Stock (NXPI) 0.0 $19k 100.00 190.06
Morgan Stanley Stock (MS) 0.0 $18k 154.00 116.67
Fifth Third Bancorp Stock (FITB) 0.0 $18k 453.00 39.20
Iqvia Hldgs Stock (IQV) 0.0 $18k 100.00 176.30
Citigroup Stock (C) 0.0 $17k 245.00 70.99
Discover Finl Svcs Stock 0.0 $17k 100.00 170.70
Yum Brands Stock (YUM) 0.0 $17k 108.00 157.36
Ingersoll Rand Stock (IR) 0.0 $16k 201.00 80.03
Kyndryl Hldgs Stock (KD) 0.0 $16k 511.00 31.40
Johnson Ctls Intl Stock (JCI) 0.0 $16k 200.00 80.11
The Campbells Company Stock (CPB) 0.0 $16k 400.00 39.92
Flexshares Quality Dividend Index Fund Etf (QDF) 0.0 $15k 225.00 68.36
Hancock John Pfd Income Fd Iii Cef (HPS) 0.0 $15k 1.0k 15.00
One Gas Stock (OGS) 0.0 $15k 200.00 75.59
Intercontinental Exchange Stock (ICE) 0.0 $15k 86.00 172.50
Intuitive Surgical Stock (ISRG) 0.0 $14k 28.00 495.29
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $14k 39.00 352.59
Baxter Intl Stock (BAX) 0.0 $14k 400.00 34.23
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $14k 146.00 92.29
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $13k 25.00 533.48
Tesla Stock (TSLA) 0.0 $13k 51.00 259.16
Snowflake Inc Cl A Stock (SNOW) 0.0 $13k 89.00 146.16
Trane Technologies Stock (TT) 0.0 $13k 37.00 336.92
Truist Finl Corp Stock (TFC) 0.0 $12k 300.00 41.15
Autodesk Stock (ADSK) 0.0 $12k 46.00 261.80
Constellation Energy Corp Stock (CEG) 0.0 $12k 59.00 201.63
Vanguard Russell 1000 Value Etf Etf (VONV) 0.0 $12k 144.00 82.54
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $12k 120.00 95.48
Intel Corp Stock (INTC) 0.0 $11k 500.00 22.71
Wk Kellogg Stock 0.0 $11k 563.00 19.93
Apollo Global Mgmt Stock (APO) 0.0 $11k 80.00 136.94
Empire Pete Corp Stock 0.0 $10k 1.7k 6.28
Ge Healthcare Technologies Stock (GEHC) 0.0 $10k 125.00 80.71
First Trust Eip Carbon Impact Etf Etf (FPWR) 0.0 $10k 325.00 30.67
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.0 $9.9k 57.00 174.04
Occidental Pete Corp Stock (OXY) 0.0 $9.9k 200.00 49.36
Arista Networks Stock (ANET) 0.0 $9.8k 126.00 77.48
Micron Technology Stock (MU) 0.0 $9.7k 112.00 86.89
United Parcel Service Inc Cl B Stock (UPS) 0.0 $9.5k 86.00 109.99
Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU) 0.0 $9.4k 155.00 60.61
Devon Energy Corp Stock (DVN) 0.0 $9.3k 249.00 37.47
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $9.3k 37.00 251.76
Phinia Stock (PHIN) 0.0 $9.0k 212.00 42.43
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.0 $8.9k 375.00 23.86
Ecolab Stock (ECL) 0.0 $8.9k 35.00 253.51
Ishares Tips Bond Etf Etf (TIP) 0.0 $8.3k 75.00 111.09
Kayne Anderson Energy Infrstr Cef (KYN) 0.0 $8.0k 620.00 12.83
Bank Of Nt Butterfield&son Stock (NTB) 0.0 $7.8k 200.00 38.92
Prudential Finl Stock (PRU) 0.0 $7.6k 67.00 112.96
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $7.2k 34.00 211.59
South Bow Corp Stock (SOBO) 0.0 $7.2k 280.00 25.54
Super Micro Computer Stock (SMCI) 0.0 $6.8k 200.00 34.24
Metlife Stock (MET) 0.0 $6.6k 82.00 80.29
Lam Research Corp Stock (LRCX) 0.0 $6.5k 90.00 72.70
Ishares Morningstar Small Cap Value Etf Etf (ISCV) 0.0 $6.5k 109.00 59.30
Pentair Stock (PNR) 0.0 $6.3k 72.00 87.49
HP Stock (HPQ) 0.0 $5.5k 200.00 27.69
Lululemon Athletica Stock (LULU) 0.0 $5.1k 18.00 283.06
Xcel Energy Stock (XEL) 0.0 $5.0k 71.00 70.79
Bhp Group Adr (BHP) 0.0 $4.9k 100.00 48.54
Cleveland-cliffs Stock (CLF) 0.0 $4.8k 590.00 8.22
Evolus Stock (EOLS) 0.0 $4.8k 400.00 12.03
Mercer Intl Stock (MERC) 0.0 $4.6k 755.00 6.15
Baker Hughes Company Cl A Stock (BKR) 0.0 $4.4k 100.00 43.95
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $4.4k 408.00 10.73
Capital One Finl Corp Stock (COF) 0.0 $4.1k 23.00 179.30
CKX LDS Stock (CKX) 0.0 $4.0k 339.00 11.87
Hewlett Packard Enterprise Stock (HPE) 0.0 $4.0k 257.00 15.43
Wells Fargo Stock (WFC) 0.0 $3.9k 55.00 71.78
Draftkings Inc New Com Cl A Stock (DKNG) 0.0 $3.8k 115.00 33.21
Shell Plc Spon Ads Adr (SHEL) 0.0 $3.3k 44.00 74.57
Expand Energy Corporation Stock (EXE) 0.0 $3.2k 29.00 111.31
Xpo Stock (XPO) 0.0 $3.2k 30.00 107.57
Canadian Pacific Kansas City Stock (CP) 0.0 $3.0k 43.00 70.19
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.0 $3.0k 57.00 52.37
Canadian Nat Res Stock (CNQ) 0.0 $3.0k 96.00 30.80
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $2.9k 35.00 81.66
Evergy Stock (EVRG) 0.0 $2.8k 41.00 68.95
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $2.8k 28.00 100.07
Ishares U.s. Consumer Staples Etf Etf (IYK) 0.0 $2.8k 39.00 71.56
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $2.7k 22.00 122.00
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $2.6k 27.00 95.37
Halliburton Stock (HAL) 0.0 $2.5k 100.00 25.37
Invesco Floating Rate Municipal Income Etf Etf (PVI) 0.0 $2.5k 100.00 24.83
Chipotle Mexican Grill Stock (CMG) 0.0 $2.3k 45.00 50.20
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $2.1k 30.00 68.90
Spdr S&p Homebuilders Etf Etf (XHB) 0.0 $2.0k 21.00 96.90
Generac Hldgs Stock (GNRC) 0.0 $1.9k 15.00 126.67
Astrazeneca Adr 0.0 $1.8k 25.00 73.52
Dover Corp Stock (DOV) 0.0 $1.8k 10.00 175.70
Sap Se Adr (SAP) 0.0 $1.6k 6.00 268.50
Aes Corp Stock (AES) 0.0 $1.6k 129.00 12.42
Ershares Private-public Crossover Etf Etf (XOVR) 0.0 $1.6k 100.00 15.95
Vanguard Long-term Treasury Etf Etf (VGLT) 0.0 $1.6k 27.00 57.59
Ishares Mbs Etf Etf (MBB) 0.0 $1.5k 16.00 93.75
Waste Mgmt Inc Del Stock (WM) 0.0 $1.4k 6.00 231.50
Wingstop Stock (WING) 0.0 $1.4k 6.00 225.50
Mp Materials Corp Com Cl A Stock (MP) 0.0 $1.3k 55.00 24.42
Td Synnex Corporation Stock (SNX) 0.0 $1.2k 12.00 104.00
Relx Adr (RELX) 0.0 $1.1k 22.00 50.41
Charter Communications Inc New Cl A Stock (CHTR) 0.0 $1.1k 3.00 368.67
Fiserv Stock (FI) 0.0 $1.1k 5.00 220.80
Pinterest Inc Cl A Stock (PINS) 0.0 $1.1k 35.00 31.00
Pilgrims Pride Corp Stock (PPC) 0.0 $1.0k 19.00 54.53
Aercap Holdings Nv Stock (AER) 0.0 $1.0k 10.00 102.20
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.0 $1.0k 20.00 51.10
Quantum Computing Stock (QUBT) 0.0 $1.0k 126.00 8.00
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $998.001500 41.00 24.34
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.0 $980.998200 39.00 25.15
Sony Group Corp Adr (SONY) 0.0 $914.000400 36.00 25.39
Royal Bk Cda Stock (RY) 0.0 $902.000000 8.00 112.75
Verisk Analytics Stock (VRSK) 0.0 $893.000100 3.00 297.67
Ferrari N V Stock (RACE) 0.0 $847.000000 2.00 423.50
Take-two Interactive Software Stock (TTWO) 0.0 $829.000000 4.00 207.25
Servicenow Stock (NOW) 0.0 $796.000000 1.00 796.00
Owens Corning Stock (OC) 0.0 $714.000000 5.00 142.80
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) 0.0 $692.000000 25.00 27.68
Nasdaq Stock (NDAQ) 0.0 $683.000100 9.00 75.89
Concentrix Corp Stock (CNXC) 0.0 $668.000400 12.00 55.67
Nike Inc Cl B Stock (NKE) 0.0 $635.000000 10.00 63.50
Woodside Energy Group Adr (WDS) 0.0 $522.000000 36.00 14.50
Simon Ppty Group Reit (SPG) 0.0 $498.000000 3.00 166.00
Zoetis Inc Cl A Stock (ZTS) 0.0 $494.000100 3.00 164.67
Crh Plc Ord Stock (CRH) 0.0 $440.000000 5.00 88.00
Sempra Stock (SRE) 0.0 $427.999800 6.00 71.33
Brighthouse Finl Stock (BHF) 0.0 $406.000000 7.00 58.00
Stryker Corporation Stock (SYK) 0.0 $372.000000 1.00 372.00
Hanesbrands Stock (HBI) 0.0 $289.000000 50.00 5.78
Viatris Stock (VTRS) 0.0 $208.999200 24.00 8.71
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $87.000200 7.00 12.43
SNDL Stock (SNDL) 0.0 $17.000400 12.00 1.42
Canoo Stock (GOEVQ) 0.0 $4.998000 42.00 0.12