Olistico Wealth

Olistico Wealth as of Dec. 31, 2025

Portfolio Holdings for Olistico Wealth

Olistico Wealth holds 341 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth Etf Etf (VUG) 10.1 $21M 43k 487.86
Apple Stock (AAPL) 8.2 $17M 62k 271.86
Vanguard Total Stock Market Etf Etf (VTI) 7.9 $16M 48k 335.27
Vanguard Information Technology Etf Etf (VGT) 6.2 $13M 17k 753.78
Vanguard Value Etf Etf (VTV) 4.3 $8.7M 46k 190.99
Nvidia Corporation Stock (NVDA) 4.2 $8.7M 46k 186.50
Capital Group Dividend Value Etf Etf (CGDV) 4.1 $8.3M 190k 43.64
Capital Group Growth Etf Etf (CGGR) 3.1 $6.4M 143k 44.47
Amazon Stock (AMZN) 3.1 $6.3M 27k 230.82
Broadcom Stock (AVGO) 2.0 $4.0M 12k 346.10
Microsoft Corp Stock (MSFT) 1.8 $3.7M 7.7k 483.61
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.7 $3.5M 11k 312.99
Capital Group International Focus Equity Etf Etf (CGXU) 1.7 $3.5M 119k 29.55
Schwab Us Dividend Equity Etf Etf (SCHD) 1.6 $3.4M 123k 27.43
Oneok Stock (OKE) 1.6 $3.4M 46k 73.50
Spdr S&p 500 Etf Trust Etf (SPY) 1.6 $3.2M 4.7k 681.97
Capital Group Core Equity Etf Etf (CGUS) 1.3 $2.7M 68k 40.23
Alliant Energy Corp Stock (LNT) 1.3 $2.6M 40k 65.01
Eli Lilly & Co Stock (LLY) 1.3 $2.6M 2.4k 1074.77
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.9 $1.9M 49k 39.59
Jpmorgan Chase & Co Stock (JPM) 0.9 $1.9M 5.9k 322.22
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.9 $1.9M 27k 69.67
American Express Stock (AXP) 0.9 $1.8M 4.8k 369.96
Vanguard Large-cap Etf Etf (VV) 0.8 $1.7M 5.4k 314.81
Ishares Core S&p Small Cap Etf Etf (IJR) 0.8 $1.6M 14k 120.18
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.8 $1.6M 35k 46.80
Vanguard Consumer Discretionary Etf Etf (VCR) 0.8 $1.6M 4.1k 393.91
Costco Whsl Corp Stock (COST) 0.7 $1.5M 1.8k 862.18
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.7 $1.5M 4.7k 313.77
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.7 $1.5M 25k 59.54
Meta Platforms Inc Cl A Stock (META) 0.7 $1.4M 2.1k 660.09
Mcdonalds Corp Stock (MCD) 0.7 $1.4M 4.5k 305.62
Dimensional International Core Equity Market Etf Etf (DFAI) 0.7 $1.4M 36k 38.11
Aaon Inc Com Par $0.004 Stock (AAON) 0.7 $1.4M 18k 76.25
Goldman Sachs Group Stock (GS) 0.6 $1.3M 1.5k 879.11
Palantir Technologies Inc Cl A Stock (PLTR) 0.6 $1.3M 7.3k 177.75
Vanguard S&p 500 Etf Etf (VOO) 0.6 $1.3M 2.0k 627.28
International Business Machs Stock (IBM) 0.6 $1.2M 4.2k 296.21
Visa Inc Com Cl A Stock (V) 0.6 $1.2M 3.4k 350.71
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.6 $1.2M 7.4k 155.12
Caterpillar Stock (CAT) 0.5 $1.1M 1.9k 572.87
Enterprise Prods Partners Stock (EPD) 0.5 $1.1M 34k 32.06
Vanguard Health Care Etf Etf (VHT) 0.5 $983k 3.4k 287.86
Exxon Mobil Corp Stock (XOM) 0.5 $947k 7.9k 120.34
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.5 $928k 56k 16.49
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $892k 1.8k 502.65
Rtx Corporation Stock (RTX) 0.4 $889k 4.8k 183.38
Walmart Stock (WMT) 0.4 $887k 8.0k 111.41
Caseys Gen Stores Stock (CASY) 0.4 $878k 1.6k 552.83
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.4 $816k 6.0k 136.95
Capital Group Global Growth Equity Etf Etf (CGGO) 0.4 $786k 23k 34.65
Vanguard Industrials Etf Etf (VIS) 0.4 $764k 2.6k 298.37
Coca Cola Stock (KO) 0.4 $726k 10k 69.91
Lockheed Martin Corp Stock (LMT) 0.3 $638k 1.3k 483.67
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $635k 8.5k 75.05
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.3 $617k 1.3k 480.40
Chevron Corp Stock (CVX) 0.3 $603k 4.0k 152.41
Advanced Micro Devices Stock (AMD) 0.3 $584k 2.7k 214.16
Vanguard Total World Stock Etf Etf (VT) 0.3 $583k 4.1k 141.05
Tjx Cos Stock (TJX) 0.3 $565k 3.7k 153.61
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.2 $488k 6.8k 71.42
Netflix Stock (NFLX) 0.2 $472k 5.0k 93.76
Vanguard Extended Market Etf Etf (VXF) 0.2 $468k 2.2k 209.16
Dell Technologies Inc Cl C Stock (DELL) 0.2 $442k 3.5k 125.88
Procter And Gamble Stock (PG) 0.2 $429k 3.0k 143.31
Johnson & Johnson Stock (JNJ) 0.2 $403k 1.9k 206.95
Home Depot Stock (HD) 0.2 $400k 1.2k 343.99
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.2 $388k 3.2k 119.42
Merck & Co Stock (MRK) 0.2 $380k 3.6k 105.25
Texas Instrs Stock (TXN) 0.2 $363k 2.1k 173.49
Vanguard Mid-cap Etf Etf (VO) 0.2 $354k 1.2k 290.22
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $347k 2.4k 143.52
Helmerich & Payne Stock (HP) 0.2 $346k 12k 28.68
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.2 $336k 3.1k 106.70
Citigroup Stock (C) 0.2 $320k 2.7k 116.69
Vanguard Small-cap Etf Etf (VB) 0.2 $320k 1.2k 257.99
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $318k 517.00 614.51
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $316k 3.5k 89.47
Linde Stock (LIN) 0.1 $286k 670.00 426.39
Vanguard Consumer Staples Etf Etf (VDC) 0.1 $273k 1.3k 211.24
Vanguard Russell 2000 Etf Etf (VTWO) 0.1 $269k 2.7k 99.50
Ishares Select Dividend Etf Etf (DVY) 0.1 $265k 1.9k 141.14
Schwab Charles Corp Stock (SCHW) 0.1 $259k 2.6k 99.89
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.1 $256k 3.4k 74.16
Salesforce Stock (CRM) 0.1 $255k 961.00 264.91
Vanguard Communication Services Etf Etf (VOX) 0.1 $252k 1.3k 193.63
Oracle Corp Stock (ORCL) 0.1 $249k 1.3k 194.91
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $245k 1.7k 143.97
Ishares Semiconductor Etf Etf (SOXX) 0.1 $237k 785.00 301.26
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $235k 496.00 472.91
Cisco Sys Stock (CSCO) 0.1 $232k 3.0k 77.03
Mastercard Incorporated Cl A Stock (MA) 0.1 $228k 400.00 570.88
Unitedhealth Group Stock (UNH) 0.1 $200k 606.00 330.11
Prosperity Bancshares Stock (PB) 0.1 $199k 2.9k 69.11
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $195k 727.00 268.27
Abbvie Stock (ABBV) 0.1 $189k 827.00 228.56
Nextera Energy Stock (NEE) 0.1 $188k 2.3k 80.28
Corning Stock (GLW) 0.1 $186k 2.1k 87.56
Williams Cos Stock (WMB) 0.1 $186k 3.1k 60.10
Snowflake Stock (SNOW) 0.1 $169k 769.00 219.36
Ishares Russell Midcap Etf Etf (IWR) 0.1 $164k 1.7k 96.27
Vanguard Core Bond Etf Etf (VCRB) 0.1 $164k 2.1k 77.90
Ge Aerospace Stock (GE) 0.1 $163k 530.00 308.03
Capital Group Core Plus Income Etf Etf (CGCP) 0.1 $154k 6.8k 22.64
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.1 $152k 3.2k 48.00
Coterra Energy Stock (CTRA) 0.1 $151k 5.8k 26.32
Pepsico Stock (PEP) 0.1 $149k 1.0k 143.58
American Elec Pwr Stock (AEP) 0.1 $136k 1.2k 115.31
Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $133k 475.00 279.14
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $132k 4.9k 26.91
Applied Matls Stock (AMAT) 0.1 $123k 480.00 256.99
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $122k 1.6k 75.44
Vanguard Energy Etf Etf (VDE) 0.1 $118k 938.00 125.88
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.1 $116k 1.1k 110.19
Honeywell Intl Stock (HON) 0.1 $111k 571.00 195.17
Delta Air Lines Inc Del Stock (DAL) 0.1 $109k 1.6k 69.40
Union Pac Corp Stock (UNP) 0.1 $109k 470.00 231.43
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $107k 1.7k 62.47
Ishares Russell 2000 Etf Etf (IWM) 0.1 $104k 423.00 246.16
Principal Financial Group Stock (PFG) 0.0 $102k 1.2k 88.23
Ge Vernova Stock (GEV) 0.0 $100k 153.00 653.57
Ishares Msci Eafe Etf Etf (EFA) 0.0 $98k 1.0k 96.03
At&t Stock (T) 0.0 $97k 3.9k 24.84
Eaton Vance Tax-managed Buy- W Cef (ETV) 0.0 $92k 6.4k 14.36
Bank Montreal Que Stock (BMO) 0.0 $91k 700.00 129.79
Philip Morris Intl Stock (PM) 0.0 $90k 560.00 160.26
Kla Corp Stock (KLAC) 0.0 $80k 66.00 1208.35
Tc Energy Corp Stock (TRP) 0.0 $77k 1.4k 55.14
Bank America Corp Stock (BAC) 0.0 $77k 1.4k 54.98
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $76k 430.00 177.37
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $76k 250.00 303.93
Kratos Defense & Sec Solutions Stock (KTOS) 0.0 $76k 1.0k 75.91
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $72k 1.9k 37.40
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $71k 504.00 141.05
Allstate Corp Stock (ALL) 0.0 $70k 336.00 208.15
Automatic Data Processing Stock (ADP) 0.0 $70k 271.00 257.56
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $68k 309.00 219.48
Abbott Labs Stock (ABT) 0.0 $67k 536.00 125.29
Boeing Stock (BA) 0.0 $65k 300.00 217.12
Danaher Corporation Stock (DHR) 0.0 $65k 284.00 228.92
Bristol-myers Squibb Stock (BMY) 0.0 $65k 1.2k 53.94
Micron Technology Stock (MU) 0.0 $63k 221.00 285.41
Southern Stock (SO) 0.0 $63k 722.00 87.20
Chubb Stock (CB) 0.0 $62k 200.00 312.12
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.0 $62k 1.1k 54.77
Kimberly-clark Corp Stock (KMB) 0.0 $61k 600.00 100.89
Bok Finl Corp Stock (BOKF) 0.0 $59k 500.00 118.46
Fedex Corp Stock (FDX) 0.0 $59k 205.00 288.86
Unilever Adr (UL) 0.0 $58k 888.00 65.40
Bank New York Mellon Corp Stock (BK) 0.0 $58k 500.00 116.09
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.0 $58k 1.3k 44.71
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $56k 119.00 468.76
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $56k 576.00 96.28
Capital Group U.s. Multi-sector Income Etf Etf (CGMS) 0.0 $54k 2.0k 27.62
Blackrock Stock (BLK) 0.0 $54k 50.00 1070.34
Us Bancorp Del Stock (USB) 0.0 $53k 1.0k 53.36
Regions Financial Corp Stock (RF) 0.0 $53k 1.9k 27.10
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.0 $51k 1.6k 32.73
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.0 $51k 330.00 154.72
Invesco Senior Loan Etf Etf (BKLN) 0.0 $51k 2.4k 21.00
Borgwarner Stock (BWA) 0.0 $50k 1.1k 45.05
Air Prods & Chems Stock (APD) 0.0 $49k 200.00 247.02
Disney Walt Stock (DIS) 0.0 $48k 421.00 113.77
Altria Group Stock (MO) 0.0 $47k 816.00 57.66
Starbucks Corp Stock (SBUX) 0.0 $46k 550.00 84.21
Novo-nordisk A S Adr (NVO) 0.0 $46k 901.00 50.88
Te Connectivity Plc Ord Stock (TEL) 0.0 $46k 200.00 227.51
Ishares Morningstar U.s. Equity Etf Etf (ILCB) 0.0 $45k 480.00 94.38
Vaneck Semiconductor Etf Etf (SMH) 0.0 $44k 121.00 360.13
Corteva Stock (CTVA) 0.0 $43k 648.00 67.03
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $41k 768.00 53.83
Northern Tr Corp Stock (NTRS) 0.0 $41k 300.00 136.59
Centerpoint Energy Stock (CNP) 0.0 $41k 1.1k 38.35
Arista Networks Stock (ANET) 0.0 $40k 305.00 131.03
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $40k 2.4k 16.43
Wec Energy Group Stock (WEC) 0.0 $39k 372.00 105.46
Cummins Stock (CMI) 0.0 $39k 76.00 511.79
Duke Energy Corp Stock (DUK) 0.0 $38k 326.00 117.36
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $36k 372.00 97.21
Ishares Global 100 Etf Etf (IOO) 0.0 $35k 276.00 126.67
Fortinet Stock (FTNT) 0.0 $34k 429.00 79.41
C3 Ai Inc Cl A Stock (AI) 0.0 $34k 2.5k 13.48
Eog Res Stock (EOG) 0.0 $33k 314.00 105.14
Amgen Stock (AMGN) 0.0 $33k 100.00 327.31
Dupont De Nemours Stock (DD) 0.0 $32k 784.00 40.20
Firstenergy Corp Stock (FE) 0.0 $31k 700.00 44.77
Caris Life Sciences Stock (CAI) 0.0 $31k 1.2k 26.98
Devon Energy Corp Stock (DVN) 0.0 $31k 841.00 36.65
Capital One Finl Corp Stock (COF) 0.0 $30k 124.00 242.36
First Finl Bankshares Stock (FFIN) 0.0 $30k 989.00 29.87
Schwab Us Tips Etf Etf (SCHP) 0.0 $30k 1.1k 26.49
Sabine Rty Tr Unit Ben Int Stock (SBR) 0.0 $29k 427.00 68.57
Thermo Fisher Scientific Stock (TMO) 0.0 $29k 50.00 579.46
Comcast Corp New Cl A Stock (CMCSA) 0.0 $29k 961.00 29.90
Intuitive Surgical Stock (ISRG) 0.0 $28k 50.00 566.36
Wp Carey Reit (WPC) 0.0 $28k 435.00 64.36
Morgan Stanley Stock (MS) 0.0 $27k 154.00 177.53
Targa Res Corp Stock (TRGP) 0.0 $27k 146.00 184.50
Ford Mtr Stock (F) 0.0 $26k 2.0k 13.12
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.0 $25k 300.00 82.73
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.0 $25k 497.00 49.84
Genuine Parts Stock (GPC) 0.0 $25k 201.00 123.19
Western Asset Invt Grade Oppor Cef (IGI) 0.0 $24k 1.5k 16.50
Williams Cos Option Put Option 0.0 $24k 400.00 60.11
Johnson Ctls Intl Stock (JCI) 0.0 $24k 200.00 119.75
Oge Energy Corp Stock (OGE) 0.0 $24k 553.00 42.70
American Tower Corp Reit (AMT) 0.0 $23k 133.00 175.57
Cvs Health Corp Stock (CVS) 0.0 $23k 290.00 79.36
State Street Materials Select Sector Spdr Etf Etf (XLB) 0.0 $22k 484.00 45.35
Nxp Semiconductors N V Stock (NXPI) 0.0 $22k 100.00 217.06
Fifth Third Bancorp Stock (FITB) 0.0 $21k 453.00 46.81
Carrier Global Corporation Stock (CARR) 0.0 $21k 400.00 52.84
Yum Brands Stock (YUM) 0.0 $21k 138.00 151.28
Constellation Energy Corp Stock (CEG) 0.0 $21k 59.00 353.27
Dow Stock (DOW) 0.0 $21k 883.00 23.38
Lululemon Athletica Stock (LULU) 0.0 $20k 98.00 207.81
Vanguard Russell 1000 Value Etf Etf (VONV) 0.0 $20k 211.00 92.30
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $19k 120.00 160.97
Xcel Energy Stock (XEL) 0.0 $19k 261.00 73.86
Flexshares Quality Dividend Index Fund Etf (QDF) 0.0 $18k 225.00 80.81
Otis Worldwide Corp Stock (OTIS) 0.0 $18k 200.00 87.35
Medtronic Stock (MDT) 0.0 $17k 180.00 96.06
Tesla Stock (TSLA) 0.0 $17k 38.00 449.71
Apollo Global Mgmt Stock (APO) 0.0 $17k 115.00 144.76
Texas Pacific Land Corporation Stock (TPL) 0.0 $16k 57.00 287.23
Ingersoll Rand Stock (IR) 0.0 $16k 201.00 79.22
One Gas Stock (OGS) 0.0 $16k 200.00 77.25
Lam Research Corp Stock (LRCX) 0.0 $15k 90.00 171.18
Phillips 66 Stock (PSX) 0.0 $15k 119.00 129.12
Occidental Pete Corp Stock (OXY) 0.0 $15k 370.00 41.12
Vanguard Materials Etf Etf (VAW) 0.0 $15k 73.00 207.55
Truist Finl Corp Stock (TFC) 0.0 $15k 300.00 49.21
Hancock John Pfd Income Fd Iii Cef (HPS) 0.0 $15k 1.0k 14.41
Trane Technologies Stock (TT) 0.0 $14k 37.00 389.19
Halliburton Stock (HAL) 0.0 $14k 500.00 28.26
Intercontinental Exchange Stock (ICE) 0.0 $14k 86.00 161.97
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $14k 50.00 275.40
Pfizer Stock (PFE) 0.0 $14k 550.00 24.90
Kyndryl Hldgs Stock (KD) 0.0 $14k 511.00 26.56
Phinia Stock (PHIN) 0.0 $13k 212.00 62.69
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.0 $13k 502.00 25.82
Mp Materials Corp Com Cl A Stock (MP) 0.0 $13k 252.00 50.52
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $12k 20.00 603.30
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $12k 408.00 28.82
Vanguard Financials Etf Etf (VFH) 0.0 $12k 88.00 133.49
Super Micro Computer Stock (SMCI) 0.0 $12k 400.00 29.27
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) 0.0 $12k 155.00 74.09
Bitwise Bitcoin Etf Trust Etf (BITB) 0.0 $11k 240.00 47.56
The Campbells Company Stock (CPB) 0.0 $11k 400.00 27.87
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $11k 57.00 191.56
First Trust Eip Power Solutions Etf Etf (FPWR) 0.0 $11k 325.00 33.04
Autonation Stock (AN) 0.0 $10k 50.00 206.48
Ge Healthcare Technologies Stock (GEHC) 0.0 $10k 125.00 82.02
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $10k 150.00 67.22
State Street Spdr Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.0 $10k 57.00 175.56
Bank Of Nt Butterfield&son Stock (NTB) 0.0 $10k 200.00 49.82
Boston Scientific Corp Stock (BSX) 0.0 $9.9k 104.00 95.35
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.0 $9.8k 163.00 59.93
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $9.4k 34.00 277.79
Servicenow Stock (NOW) 0.0 $9.2k 60.00 153.18
Ecolab Stock (ECL) 0.0 $9.2k 35.00 262.51
Astrazeneca Adr 0.0 $8.3k 90.00 91.93
Ishares Tips Bond Etf Etf (TIP) 0.0 $8.2k 75.00 109.91
Waystar Hldg Corp Stock (WAY) 0.0 $8.2k 250.00 32.75
Ishares U.s. Consumer Staples Etf Etf (IYK) 0.0 $8.0k 120.00 66.92
Cleveland-cliffs Stock (CLF) 0.0 $7.8k 590.00 13.28
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.0 $7.8k 151.00 51.77
South Bow Corp Stock (SOBO) 0.0 $7.7k 280.00 27.54
Kayne Anderson Energy Infrstr Cef (KYN) 0.0 $7.7k 620.00 12.38
Baxter Intl Stock (BAX) 0.0 $7.6k 400.00 19.11
Pentair Stock (PNR) 0.0 $7.5k 72.00 104.14
Conocophillips Stock (COP) 0.0 $7.4k 80.00 93.09
United Parcel Service Inc Cl B Stock (UPS) 0.0 $7.4k 75.00 99.19
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $7.4k 72.00 102.54
Intel Corp Stock (INTC) 0.0 $7.4k 200.00 36.90
Kinder Morgan Inc Del Stock (KMI) 0.0 $7.1k 260.00 27.49
Metlife Stock (MET) 0.0 $6.5k 82.00 78.94
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $6.2k 14.00 444.57
Verizon Communications Stock (VZ) 0.0 $6.1k 150.00 40.73
Vanguard Utilities Etf Etf (VPU) 0.0 $6.1k 33.00 185.03
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $6.1k 70.00 87.16
Bhp Group Adr (BHP) 0.0 $6.0k 100.00 60.37
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.0 $5.4k 44.00 121.75
Ishares Morningstar Small Cap Value Etf Etf (ISCV) 0.0 $5.1k 75.00 68.51
Wells Fargo Stock (WFC) 0.0 $5.1k 55.00 93.20
Empire Pete Corp Stock 0.0 $5.0k 1.7k 3.04
Hewlett Packard Enterprise Stock (HPE) 0.0 $4.8k 200.00 24.02
Ishares Gold Trust Etf (IAU) 0.0 $4.6k 57.00 81.18
Baker Hughes Company Cl A Stock (BKR) 0.0 $4.6k 100.00 45.54
HP Stock (HPQ) 0.0 $4.5k 200.00 22.28
Autodesk Stock (ADSK) 0.0 $4.1k 14.00 296.00
Lennar Corp Cl A Stock (LEN) 0.0 $4.1k 40.00 102.80
Xpo Stock (XPO) 0.0 $4.1k 30.00 135.90
Kinross Gold Corp Stock (KGC) 0.0 $4.1k 144.00 28.16
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $3.5k 29.00 120.17
Ishares Msci Japan Etf Etf (EWJ) 0.0 $3.5k 43.00 80.74
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.0 $3.4k 80.00 42.69
Shell Plc Spon Ads Adr (SHEL) 0.0 $3.3k 45.00 73.11
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $3.3k 22.00 148.68
Canadian Nat Res Stock (CNQ) 0.0 $3.3k 96.00 33.85
Canadian Pacific Kansas City Stock (CP) 0.0 $3.2k 43.00 73.72
Ishares Mbs Etf Etf (MBB) 0.0 $3.1k 33.00 95.21
British Amern Tob Adr (BTI) 0.0 $3.1k 55.00 56.62
CKX LDS Stock (CKX) 0.0 $3.1k 339.00 9.15
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.0 $3.0k 57.00 52.88
Evergy Stock (EVRG) 0.0 $3.0k 41.00 72.49
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.0 $2.7k 35.00 77.69
Evolus Stock (EOLS) 0.0 $2.7k 400.00 6.65
Expand Energy Corporation Stock (EXE) 0.0 $2.6k 24.00 110.38
Invesco Floating Rate Municipal Income Etf Etf (PVI) 0.0 $2.5k 100.00 24.92
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $2.5k 30.00 82.47
Fiserv Stock (FI) 0.0 $2.4k 35.00 67.17
Aptiv Stock (APTV) 0.0 $2.3k 30.00 76.10
Deluxe Corp Stock (DLX) 0.0 $2.2k 100.00 22.33
Generac Hldgs Stock (GNRC) 0.0 $2.0k 15.00 136.40
Ershares Private-public Crossover Etf Etf (XOVR) 0.0 $2.0k 100.00 20.14
Dover Corp Stock (DOV) 0.0 $2.0k 10.00 195.20
Td Synnex Corporation Stock (SNX) 0.0 $1.8k 12.00 150.25
Vanguard Russell 3000 Etf Etf (VTHR) 0.0 $1.8k 6.00 300.33
Chipotle Mexican Grill Stock (CMG) 0.0 $1.7k 45.00 37.00
Vanguard Short-term Treasury Etf Etf (VGSH) 0.0 $1.6k 27.00 58.74
Vanguard Long-term Treasury Etf Etf (VGLT) 0.0 $1.5k 27.00 55.81
Mercer Intl Stock (MERC) 0.0 $1.5k 755.00 1.98
Abrdn Asia Pacific Income Fund Cef (FAX) 0.0 $1.5k 97.00 15.34
Waste Mgmt Inc Del Stock (WM) 0.0 $1.3k 6.00 219.67
Kraft Heinz Stock (KHC) 0.0 $1.2k 50.00 24.26
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $999.001900 41.00 24.37
Pinterest Inc Cl A Stock (PINS) 0.0 $905.999500 35.00 25.89
Viatris Stock (VTRS) 0.0 $821.997000 66.00 12.45
Ferrari N V Stock (RACE) 0.0 $749.000000 2.00 374.50
Pilgrims Pride Corp Stock (PPC) 0.0 $741.000000 19.00 39.00
Charter Communications Inc New Cl A Stock (CHTR) 0.0 $626.000100 3.00 208.67
Millrose Pptys Inc Com Cl A reit (MRP) 0.0 $597.000000 20.00 29.85
Woodside Energy Group Adr (WDS) 0.0 $560.998800 36.00 15.58
Concentrix Corp Stock (CNXC) 0.0 $498.999600 12.00 41.58
Brighthouse Finl Stock (BHF) 0.0 $453.999700 7.00 64.86
United Airls Hldgs Stock (UAL) 0.0 $335.000100 3.00 111.67
Gildan Activewear Stock (GIL) 0.0 $312.000000 5.00 62.40
Alliancebernstein Global High Cef (AWF) 0.0 $32.000100 3.00 10.67
SNDL Stock (SNDL) 0.0 $20.000400 12.00 1.67
Obsidian Energy Stock (OBE) 0.0 $18.000000 3.00 6.00