Olistico Wealth

Olistico Wealth as of June 30, 2025

Portfolio Holdings for Olistico Wealth

Olistico Wealth holds 366 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
Vanguard Growth Etf Etf (VUG) 10.3 $19M 42k 438.40
Vanguard Total Stock Market Etf Etf (VTI) 8.1 $15M 48k 303.93
Apple Stock (AAPL) 6.7 $12M 59k 205.17
Vanguard Information Technology Etf Etf (VGT) 6.2 $11M 17k 663.30
Vanguard Value Etf Etf (VTV) 4.4 $7.9M 45k 176.74
Capital Group Dividend Value Etf Etf (CGDV) 3.8 $6.9M 175k 39.49
Nvidia Corporation Stock (NVDA) 3.8 $6.8M 43k 157.99
Amazon Stock (AMZN) 3.3 $5.9M 27k 219.39
Capital Group Growth Etf Etf (CGGR) 3.0 $5.3M 131k 40.65
Microsoft Corp Stock (MSFT) 2.1 $3.8M 7.6k 497.41
Capital Group International Focus Equity Etf Etf (CGXU) 1.9 $3.5M 127k 27.13
Oneok Stock (OKE) 1.9 $3.4M 42k 81.63
Broadcom Stock (AVGO) 1.8 $3.2M 12k 275.65
Ishares Core S&p Small Cap Etf Etf (IJR) 1.7 $3.0M 28k 109.29
Spdr S&p 500 Etf Trust Etf (SPY) 1.6 $2.9M 4.7k 617.91
Capital Group Core Equity Etf Etf (CGUS) 1.4 $2.5M 68k 36.93
Schwab Us Dividend Equity Etf Etf (SCHD) 1.2 $2.1M 79k 26.50
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.1 $2.0M 11k 176.23
Eli Lilly & Co Stock (LLY) 1.1 $2.0M 2.5k 779.56
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 1.0 $1.8M 49k 35.84
Costco Whsl Corp Stock (COST) 1.0 $1.7M 1.8k 989.75
Jpmorgan Chase & Co Stock (JPM) 1.0 $1.7M 6.0k 289.91
Meta Platforms Inc Cl A Stock (META) 0.9 $1.6M 2.1k 738.09
Vanguard Large-cap Etf Etf (VV) 0.9 $1.6M 5.5k 285.30
Vanguard Consumer Discretionary Etf Etf (VCR) 0.9 $1.5M 4.3k 362.32
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.8 $1.5M 35k 42.36
American Express Stock (AXP) 0.8 $1.4M 4.4k 318.97
Mcdonalds Corp Stock (MCD) 0.7 $1.3M 4.5k 292.15
Aaon Inc Com Par $0.004 Stock (AAON) 0.7 $1.3M 18k 73.75
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.7 $1.3M 9.4k 138.69
International Business Machs Stock (IBM) 0.7 $1.2M 4.1k 294.78
Visa Inc Com Cl A Stock (V) 0.7 $1.2M 3.4k 355.05
Alliant Energy Corp Stock (LNT) 0.6 $1.2M 19k 60.47
Vanguard S&p 500 Etf Etf (VOO) 0.6 $1.2M 2.0k 568.16
Vanguard Health Care Etf Etf (VHT) 0.6 $1.1M 4.6k 248.33
Industrial Select Sector Spdr Fund Etf (XLI) 0.6 $1.1M 7.4k 147.52
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.6 $1.1M 17k 63.71
Goldman Sachs Group Stock (GS) 0.6 $1.0M 1.5k 707.84
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.6 $1.0M 58k 18.13
Enterprise Prods Partners Stock (EPD) 0.6 $1.0M 34k 31.01
Palantir Technologies Inc Cl A Stock (PLTR) 0.5 $893k 6.5k 136.32
Caterpillar Stock (CAT) 0.5 $868k 2.2k 388.21
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $862k 1.8k 485.77
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $832k 4.7k 177.37
Caseys Gen Stores Stock (CASY) 0.5 $823k 1.6k 510.37
Exxon Mobil Corp Stock (XOM) 0.4 $779k 7.2k 107.79
Walmart Stock (WMT) 0.4 $778k 8.0k 97.78
Coca Cola Stock (KO) 0.4 $742k 11k 70.75
Capital Group Global Growth Equity Etf Etf (CGGO) 0.4 $722k 23k 31.97
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.4 $713k 13k 53.96
Rtx Corporation Stock (RTX) 0.4 $708k 4.8k 146.01
Vanguard Industrials Etf Etf (VIS) 0.4 $703k 2.5k 280.11
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.4 $674k 9.5k 71.26
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.3 $590k 1.3k 440.50
Procter And Gamble Stock (PG) 0.3 $570k 3.6k 159.32
Lockheed Martin Corp Stock (LMT) 0.3 $569k 1.2k 463.14
Vanguard Total World Stock Etf Etf (VT) 0.3 $531k 4.1k 128.51
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.3 $498k 6.8k 72.82
Chevron Corp Stock (CVX) 0.3 $490k 3.4k 143.17
Vanguard Consumer Staples Etf Etf (VDC) 0.3 $467k 2.1k 219.00
Tjx Cos Stock (TJX) 0.3 $454k 3.7k 123.49
Vanguard Mid-cap Etf Etf (VO) 0.2 $450k 1.6k 279.81
Salesforce Stock (CRM) 0.2 $446k 1.6k 272.69
Vanguard Extended Market Etf Etf (VXF) 0.2 $443k 2.3k 192.68
Texas Instrs Stock (TXN) 0.2 $443k 2.1k 207.62
Home Depot Stock (HD) 0.2 $428k 1.2k 366.53
Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $419k 1.4k 298.83
Linde Stock (LIN) 0.2 $418k 890.00 469.18
Vanguard Energy Etf Etf (VDE) 0.2 $393k 3.3k 119.13
Dell Technologies Inc Cl C Stock (DELL) 0.2 $380k 3.1k 122.60
Advanced Micro Devices Stock (AMD) 0.2 $364k 2.6k 141.90
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $361k 4.3k 83.47
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.2 $357k 1.6k 217.35
Merck & Co Stock (MRK) 0.2 $339k 4.3k 79.16
Vanguard Small-cap Etf Etf (VB) 0.2 $334k 1.4k 237.01
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.2 $328k 3.4k 95.32
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $322k 2.4k 133.31
Johnson & Johnson Stock (JNJ) 0.2 $302k 2.0k 152.75
Ishares Select Dividend Etf Etf (DVY) 0.1 $253k 1.9k 132.81
Vanguard Russell 2000 Etf Etf (VTWO) 0.1 $250k 2.9k 87.21
Verizon Communications Stock (VZ) 0.1 $243k 5.6k 43.27
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $239k 942.00 253.23
Schwab Charles Corp Stock (SCHW) 0.1 $237k 2.6k 91.25
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $234k 1.1k 204.72
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.1 $229k 3.4k 67.01
Cisco Sys Stock (CSCO) 0.1 $227k 3.3k 69.38
Mastercard Incorporated Cl A Stock (MA) 0.1 $225k 400.00 561.94
Oracle Corp Stock (ORCL) 0.1 $224k 1.0k 218.63
Vanguard Communication Services Etf Etf (VOX) 0.1 $222k 1.3k 171.03
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $221k 401.00 551.88
At&t Stock (T) 0.1 $220k 7.6k 28.94
Citigroup Stock (C) 0.1 $217k 2.5k 85.12
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $210k 495.00 424.61
Ishares Russell Midcap Etf Etf (IWR) 0.1 $210k 2.3k 91.97
Prosperity Bancshares Stock (PB) 0.1 $202k 2.9k 70.24
Tesla Stock (TSLA) 0.1 $200k 631.00 317.66
Unitedhealth Group Stock (UNH) 0.1 $200k 639.00 312.15
Eog Res Stock (EOG) 0.1 $199k 1.7k 119.61
Fedex Corp Stock (FDX) 0.1 $194k 855.00 227.31
Ishares Semiconductor Etf Etf (SOXX) 0.1 $188k 789.00 238.78
Helmerich & Payne Stock (HP) 0.1 $183k 12k 15.16
Pepsico Stock (PEP) 0.1 $163k 1.2k 132.08
Nextera Energy Stock (NEE) 0.1 $162k 2.3k 69.42
Williams Cos Stock (WMB) 0.1 $161k 2.6k 62.82
Abbvie Stock (ABBV) 0.1 $158k 849.00 185.64
Kellanova Stock (K) 0.1 $157k 2.0k 79.53
Vanguard Core Bond Etf Etf (VCRB) 0.1 $156k 2.0k 77.58
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.1 $151k 3.2k 47.56
Snowflake Inc Cl A Stock (SNOW) 0.1 $148k 659.00 223.77
Coterra Energy Stock (CTRA) 0.1 $147k 5.8k 25.38
Capital Group Core Plus Income Etf Etf (CGCP) 0.1 $145k 6.4k 22.50
Honeywell Intl Stock (HON) 0.1 $144k 620.00 232.97
Ge Aerospace Stock (GE) 0.1 $136k 530.00 257.39
Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $135k 475.00 284.39
Bank America Corp Stock (BAC) 0.1 $135k 2.8k 47.32
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $120k 4.9k 24.44
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.1 $115k 1.1k 109.61
Philip Morris Intl Stock (PM) 0.1 $115k 629.00 182.09
Corning Stock (GLW) 0.1 $112k 2.1k 52.59
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $111k 1.6k 69.09
Adobe Stock (ADBE) 0.1 $110k 285.00 386.88
Invesco Quality Mun Income Tr Cef (IQI) 0.1 $110k 12k 9.38
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.1 $109k 824.00 132.10
Union Pac Corp Stock (UNP) 0.1 $108k 470.00 230.16
Eaton Vance Tax-managed Buy- W Cef (ETV) 0.1 $107k 7.7k 13.87
Applied Matls Stock (AMAT) 0.1 $101k 550.00 183.07
Conocophillips Stock (COP) 0.1 $101k 1.1k 89.70
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $97k 1.7k 57.01
Ishares Msci Eafe Etf Etf (EFA) 0.1 $91k 1.0k 89.39
Ishares Russell 2000 Etf Etf (IWM) 0.1 $91k 423.00 215.79
Principal Financial Group Stock (PFG) 0.1 $90k 1.1k 79.45
Phillips 66 Stock (PSX) 0.0 $87k 729.00 119.31
Southern Stock (SO) 0.0 $85k 922.00 91.83
Air Prods & Chems Stock (APD) 0.0 $85k 300.00 282.06
Automatic Data Processing Stock (ADP) 0.0 $84k 271.00 308.79
Delta Air Lines Inc Del Stock (DAL) 0.0 $78k 1.6k 49.18
Bank Montreal Que Stock (BMO) 0.0 $77k 700.00 110.63
Kimberly-clark Corp Stock (KMB) 0.0 $77k 600.00 128.92
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $73k 2.0k 37.51
Abbott Labs Stock (ABT) 0.0 $73k 536.00 136.01
Starbucks Corp Stock (SBUX) 0.0 $72k 789.00 91.63
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $71k 430.00 164.46
Tc Energy Corp Stock (TRP) 0.0 $68k 1.4k 48.73
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $68k 470.00 144.33
Pimco Dynamic Income Cef (PDI) 0.0 $65k 3.5k 18.97
Boeing Stock (BA) 0.0 $63k 300.00 209.53
American Elec Pwr Stock (AEP) 0.0 $62k 600.00 103.76
C3 Ai Inc Cl A Stock (AI) 0.0 $61k 2.5k 24.57
Disney Walt Stock (DIS) 0.0 $61k 494.00 124.01
Unilever Adr 0.0 $61k 1.0k 61.17
Duke Energy Corp Stock (DUK) 0.0 $60k 510.00 118.09
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $59k 1.1k 52.37
Kla Corp Stock (KLAC) 0.0 $59k 65.00 900.98
Chubb Stock (CB) 0.0 $58k 200.00 289.72
Danaher Corporation Stock (DHR) 0.0 $56k 284.00 197.54
Allstate Corp Stock (ALL) 0.0 $56k 276.00 201.31
Bristol-myers Squibb Stock (BMY) 0.0 $56k 1.2k 46.29
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $55k 645.00 84.81
Capital Group U.s. Multi-sector Income Etf Etf (CGMS) 0.0 $54k 1.9k 27.62
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $53k 576.00 92.62
Invesco Sr Income Tr Cef (VVR) 0.0 $53k 14k 3.80
Blackrock Stock (BLK) 0.0 $53k 50.00 1049.26
Novo-nordisk A S Adr (NVO) 0.0 $52k 755.00 69.05
Invesco Senior Loan Etf Etf (BKLN) 0.0 $52k 2.5k 20.92
Regions Financial Corp Stock (RF) 0.0 $52k 2.2k 23.52
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $51k 756.00 67.44
Bank New York Mellon Corp Stock (BK) 0.0 $51k 557.00 91.11
Dupont De Nemours Stock (DD) 0.0 $50k 730.00 68.59
Morgan Stanley Stock (MS) 0.0 $50k 354.00 140.86
Bok Finl Corp Stock (BOKF) 0.0 $49k 500.00 97.63
Us Bancorp Del Stock (USB) 0.0 $47k 1.0k 45.25
Kratos Defense & Sec Solutions Stock (KTOS) 0.0 $47k 1.0k 46.45
Wp Carey Reit (WPC) 0.0 $46k 735.00 62.38
Ge Vernova Stock (GEV) 0.0 $46k 86.00 529.15
Fortinet Stock (FTNT) 0.0 $45k 429.00 105.72
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.0 $45k 1.5k 29.37
Corteva Stock (CTVA) 0.0 $44k 595.00 74.53
Firstenergy Corp Stock (FE) 0.0 $44k 1.1k 40.26
Ishares Morningstar U.s. Equity Etf Etf (ILCB) 0.0 $44k 516.00 85.78
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.0 $43k 695.00 62.02
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $41k 305.00 134.71
Centerpoint Energy Stock (CNP) 0.0 $39k 1.1k 36.75
Wec Energy Group Stock (WEC) 0.0 $39k 372.00 104.20
Northern Tr Corp Stock (NTRS) 0.0 $38k 300.00 126.79
Ford Mtr Stock (F) 0.0 $38k 3.5k 10.85
Dow Stock (DOW) 0.0 $38k 1.4k 26.48
Schwab Us Tips Etf Etf (SCHP) 0.0 $38k 1.4k 26.68
Comcast Corp New Cl A Stock (CMCSA) 0.0 $37k 1.0k 35.69
Borgwarner Stock (BWA) 0.0 $37k 1.1k 33.49
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $36k 372.00 97.27
First Finl Bankshares Stock (FFIN) 0.0 $36k 989.00 35.98
Netflix Stock (NFLX) 0.0 $35k 26.00 1339.12
Vaneck Semiconductor Etf Etf (SMH) 0.0 $35k 124.00 278.88
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $34k 151.00 226.54
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $34k 1.2k 27.67
Te Connectivity Plc Ord Stock (TEL) 0.0 $34k 200.00 168.67
Lowes Cos Stock (LOW) 0.0 $33k 150.00 221.87
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $31k 2.4k 13.11
Altria Group Stock (MO) 0.0 $30k 516.00 58.63
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $30k 59.00 509.31
Ishares Global 100 Etf Etf (IOO) 0.0 $30k 276.00 107.81
American Tower Corp Reit (AMT) 0.0 $29k 133.00 221.02
Carrier Global Corporation Stock (CARR) 0.0 $29k 400.00 73.19
Sabine Rty Tr Unit Ben Int Stock (SBR) 0.0 $29k 427.00 66.68
Amgen Stock (AMGN) 0.0 $28k 100.00 279.21
Caris Life Sciences Stock (CAI) 0.0 $28k 1.0k 26.72
Capital One Finl Corp Stock (COF) 0.0 $26k 124.00 212.76
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.0 $26k 525.00 49.86
Targa Res Corp Stock (TRGP) 0.0 $26k 148.00 174.08
Put 100 Williams Co Inc. Exp 11-21-25 Stock Put Option 0.0 $25k 400.00 62.81
Cummins Stock (CMI) 0.0 $25k 76.00 325.41
Genuine Parts Stock (GPC) 0.0 $24k 201.00 121.54
Western Asset Invt Grade Oppor Cef (IGI) 0.0 $24k 1.5k 16.58
Dimensional International Core Equity Market Etf Etf (DFAI) 0.0 $24k 699.00 34.57
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.0 $24k 300.00 79.66
Sherwin Williams Stock (SHW) 0.0 $24k 70.00 341.06
Devon Energy Corp Stock (DVN) 0.0 $24k 750.00 31.82
Oge Energy Corp Stock (OGE) 0.0 $24k 536.00 44.38
Nxp Semiconductors N V Stock (NXPI) 0.0 $22k 100.00 218.49
Kyndryl Hldgs Stock (KD) 0.0 $21k 511.00 41.96
Weyerhaeuser Co Mtn Be Reit (WY) 0.0 $21k 831.00 25.69
Materials Select Sector Spdr Fund Etf (XLB) 0.0 $21k 242.00 87.81
Johnson Ctls Intl Stock (JCI) 0.0 $21k 200.00 105.62
Yum Brands Stock (YUM) 0.0 $20k 138.00 148.18
Thermo Fisher Scientific Stock (TMO) 0.0 $20k 50.00 405.46
Texas Pacific Land Corporation Stock (TPL) 0.0 $20k 19.00 1056.37
Cvs Health Corp Stock (CVS) 0.0 $20k 290.00 68.98
Otis Worldwide Corp Stock (OTIS) 0.0 $20k 200.00 99.02
Medtronic Stock (MDT) 0.0 $19k 220.00 87.17
Constellation Energy Corp Stock (CEG) 0.0 $19k 59.00 322.76
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.0 $19k 360.00 52.34
Fifth Third Bancorp Stock (FITB) 0.0 $19k 453.00 41.13
Vanguard Russell 1000 Value Etf Etf (VONV) 0.0 $18k 211.00 85.21
GSK Adr (GSK) 0.0 $17k 454.00 38.40
Ingersoll Rand Stock (IR) 0.0 $17k 201.00 83.18
Flexshares Quality Dividend Index Fund Etf (QDF) 0.0 $17k 225.00 73.18
Apollo Global Mgmt Stock (APO) 0.0 $16k 115.00 141.87
Trane Technologies Stock (TT) 0.0 $16k 37.00 437.41
Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $16k 665.00 23.82
Intercontinental Exchange Stock (ICE) 0.0 $16k 86.00 183.47
Iqvia Hldgs Stock (IQV) 0.0 $16k 100.00 157.59
Pfizer Stock (PFE) 0.0 $16k 650.00 24.24
Intuitive Surgical Stock (ISRG) 0.0 $15k 28.00 543.39
Super Micro Computer Stock (SMCI) 0.0 $15k 300.00 49.01
Hancock John Pfd Income Fd Iii Cef (HPS) 0.0 $15k 1.0k 14.26
One Gas Stock (OGS) 0.0 $14k 200.00 71.86
Arista Networks Stock (ANET) 0.0 $14k 140.00 102.31
Autodesk Stock (ADSK) 0.0 $14k 46.00 309.57
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $14k 25.00 566.48
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $14k 120.00 115.35
Truist Finl Corp Stock (TFC) 0.0 $13k 300.00 42.99
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.0 $13k 502.00 25.35
The Campbells Company Stock (CPB) 0.0 $12k 400.00 30.65
Baxter Intl Stock (BAX) 0.0 $12k 400.00 30.28
Micron Technology Stock (MU) 0.0 $12k 97.00 123.25
Lululemon Athletica Stock (LULU) 0.0 $11k 48.00 237.58
Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU) 0.0 $10k 155.00 67.27
First Trust Eip Carbon Impact Etf Etf (FPWR) 0.0 $10k 325.00 31.77
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $10k 37.00 276.95
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.0 $10k 57.00 174.61
Nextera Energy Inc Unit 09/01/25 Stock 0.0 $9.9k 250.00 39.74
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.0 $9.7k 163.00 59.81
Phinia Stock (PHIN) 0.0 $9.4k 212.00 44.49
Ecolab Stock (ECL) 0.0 $9.4k 35.00 269.43
Ge Healthcare Technologies Stock (GEHC) 0.0 $9.3k 125.00 74.07
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $9.0k 150.00 60.03
Wk Kellogg Stock 0.0 $9.0k 563.00 15.94
Bank Of Nt Butterfield&son Stock (NTB) 0.0 $8.9k 200.00 44.28
Lam Research Corp Stock (LRCX) 0.0 $8.8k 90.00 97.34
Empire Pete Corp Stock 0.0 $8.7k 1.7k 5.28
Ishares U.s. Consumer Staples Etf Etf (IYK) 0.0 $8.5k 120.00 70.48
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $8.4k 34.00 247.26
Ishares Tips Bond Etf Etf (TIP) 0.0 $8.3k 75.00 110.04
Kayne Anderson Energy Infrstr Cef (KYN) 0.0 $7.9k 620.00 12.72
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.0 $7.8k 151.00 51.44
United Parcel Service Inc Cl B Stock (UPS) 0.0 $7.6k 75.00 100.95
Pentair Stock (PNR) 0.0 $7.4k 72.00 102.67
Prudential Finl Stock (PRU) 0.0 $7.3k 68.00 107.07
South Bow Corp Stock (SOBO) 0.0 $7.3k 280.00 25.91
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $6.8k 72.00 94.62
Ishares Morningstar Small Cap Value Etf Etf (ISCV) 0.0 $6.7k 109.00 61.39
Metlife Stock (MET) 0.0 $6.6k 82.00 80.41
Astrazeneca Adr 0.0 $6.3k 90.00 69.88
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $6.2k 70.00 88.26
Halliburton Stock (HAL) 0.0 $6.1k 300.00 20.38
Gilead Sciences Stock (GILD) 0.0 $5.7k 51.00 110.86
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $5.6k 14.00 396.57
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $5.5k 482.00 11.46
Canadian Nat Res Stock (CNQ) 0.0 $5.4k 172.00 31.40
Vodafone Group Adr (VOD) 0.0 $5.3k 500.00 10.66
Mplx Lp Com Unit Rep Stock (MPLX) 0.0 $4.9k 96.00 51.51
Draftkings Inc New Com Cl A Stock (DKNG) 0.0 $4.9k 115.00 42.89
HP Stock (HPQ) 0.0 $4.9k 200.00 24.46
Xcel Energy Stock (XEL) 0.0 $4.8k 71.00 68.10
Bhp Group Adr (BHP) 0.0 $4.8k 100.00 48.09
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.0 $4.8k 44.00 109.20
Zimmer Biomet Holdings Stock (ZBH) 0.0 $4.6k 50.00 91.22
Cleveland-cliffs Stock (CLF) 0.0 $4.5k 590.00 7.60
Intel Corp Stock (INTC) 0.0 $4.5k 200.00 22.40
Old Rep Intl Corp Stock (ORI) 0.0 $4.5k 116.00 38.44
Expand Energy Corporation Stock (EXE) 0.0 $4.4k 38.00 116.95
Wells Fargo Stock (WFC) 0.0 $4.4k 55.00 80.13
Paychex Stock (PAYX) 0.0 $4.2k 29.00 145.45
BP Adr (BP) 0.0 $4.2k 140.00 29.93
Hewlett Packard Enterprise Stock (HPE) 0.0 $4.1k 200.00 20.45
Jefferies Finl Group Stock (JEF) 0.0 $3.9k 71.00 54.69
Baker Hughes Company Cl A Stock (BKR) 0.0 $3.8k 100.00 38.34
Xpo Stock (XPO) 0.0 $3.8k 30.00 126.30
Evolus Stock (EOLS) 0.0 $3.7k 400.00 9.21
CKX LDS Stock (CKX) 0.0 $3.6k 339.00 10.70
Ishares Gold Trust Etf (IAU) 0.0 $3.6k 57.00 62.37
East West Bancorp Stock (EWBC) 0.0 $3.4k 34.00 100.97
Royal Bk Cda Stock (RY) 0.0 $3.4k 26.00 131.54
Canadian Pacific Kansas City Stock (CP) 0.0 $3.4k 43.00 79.30
Shell Plc Spon Ads Adr (SHEL) 0.0 $3.2k 45.00 70.04
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $3.1k 29.00 108.41
Ishares Mbs Etf Etf (MBB) 0.0 $3.1k 33.00 93.88
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.0 $3.0k 57.00 52.75
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $3.0k 22.00 135.05
Exelon Corp Stock (EXC) 0.0 $2.9k 67.00 43.42
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $2.8k 35.00 80.97
Evergy Stock (EVRG) 0.0 $2.8k 41.00 68.93
Mercer Intl Stock (MERC) 0.0 $2.6k 755.00 3.50
Chipotle Mexican Grill Stock (CMG) 0.0 $2.5k 45.00 56.16
Invesco Floating Rate Municipal Income Etf Etf (PVI) 0.0 $2.5k 100.00 24.79
Interpublic Group Cos Stock (IPG) 0.0 $2.3k 94.00 24.48
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $2.3k 30.00 76.03
Quantum Computing Stock (QUBT) 0.0 $2.2k 113.00 19.17
Generac Hldgs Stock (GNRC) 0.0 $2.1k 15.00 143.20
Host Hotels & Resorts Reit (HST) 0.0 $2.1k 137.00 15.36
Lamar Advertising Co New Cl A Reit (LAMR) 0.0 $2.1k 17.00 121.35
Wingstop Stock (WING) 0.0 $2.0k 6.00 336.67
Entergy Corp Stock (ETR) 0.0 $2.0k 24.00 83.12
Nutrien Stock (NTR) 0.0 $2.0k 34.00 58.15
Ershares Private-public Crossover Etf Etf (XOVR) 0.0 $1.9k 100.00 19.09
Dover Corp Stock (DOV) 0.0 $1.8k 10.00 183.20
Mp Materials Corp Com Cl A Stock (MP) 0.0 $1.8k 55.00 33.27
Vanguard Russell 3000 Etf Etf (VTHR) 0.0 $1.6k 6.00 272.83
Td Synnex Corporation Stock (SNX) 0.0 $1.6k 12.00 135.67
Net Lease Office Properties Reit (NLOP) 0.0 $1.6k 49.00 32.55
Cms Energy Corp Stock (CMS) 0.0 $1.6k 23.00 69.26
Vanguard Short-term Treasury Etf Etf (VGSH) 0.0 $1.6k 27.00 58.78
Vanguard Long-term Treasury Etf Etf (VGLT) 0.0 $1.5k 27.00 56.11
Waste Mgmt Inc Del Stock (WM) 0.0 $1.4k 6.00 228.83
Conagra Brands Stock (CAG) 0.0 $1.3k 63.00 20.48
Pinterest Inc Cl A Stock (PINS) 0.0 $1.3k 35.00 35.86
Charter Communications Inc New Cl A Stock (CHTR) 0.0 $1.2k 3.00 408.67
Robert Half Stock (RHI) 0.0 $1.2k 29.00 41.03
Stag Indl Reit (STAG) 0.0 $1.2k 32.00 36.28
Totalenergies Se Adr 0.0 $1.1k 18.00 61.39
Haleon Plc Spon Ads Adr (HLN) 0.0 $1.0k 100.00 10.37
Servicenow Stock (NOW) 0.0 $1.0k 1.00 1028.00
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $999.998200 41.00 24.39
Edison Intl Stock (EIX) 0.0 $979.999100 19.00 51.58
Ferrari N V Stock (RACE) 0.0 $977.000000 2.00 488.50
Fiserv Stock (FI) 0.0 $862.000000 5.00 172.40
Pilgrims Pride Corp Stock (PPC) 0.0 $855.000000 19.00 45.00
Concentrix Corp Stock (CNXC) 0.0 $633.999600 12.00 52.83
Wabtec Stock (WAB) 0.0 $627.999900 3.00 209.33
Woodside Energy Group Adr (WDS) 0.0 $555.001200 36.00 15.42
Mobileye Global Inc Common Class A Stock (MBLY) 0.0 $539.001000 30.00 17.97
Peabody Energy Corp Stock (BTU) 0.0 $523.001700 39.00 13.41
Brighthouse Finl Stock (BHF) 0.0 $376.000100 7.00 53.71
Viatris Stock (VTRS) 0.0 $295.000200 33.00 8.94
Hanesbrands Stock (HBI) 0.0 $229.000000 50.00 4.58
SNDL Stock (SNDL) 0.0 $15.000000 12.00 1.25