Olistico Wealth

Olistico Wealth as of March 31, 2026

Portfolio Holdings for Olistico Wealth

Olistico Wealth holds 341 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 Growth Etf Etf (VUG) 9.1 $18M 42k 436.79
Apple Stock (AAPL) 7.6 $16M 61k 253.79
Vanguard Total Stock Market Etf Etf (VTI) 6.8 $14M 43k 320.81
Vanguard Information Technology Etf Etf (VGT) 5.1 $10M 15k 697.72
Capital Group Dividend Value Etf Etf (CGDV) 4.4 $8.9M 209k 42.54
Vanguard Value Etf Etf (VTV) 4.1 $8.4M 43k 196.20
Nvidia Corporation Stock (NVDA) 3.8 $7.8M 45k 174.40
Capital Group Growth Etf Etf (CGGR) 3.2 $6.5M 161k 40.19
Amazon Stock (AMZN) 2.7 $5.5M 27k 208.27
Oneok Stock (OKE) 2.1 $4.2M 47k 90.39
Capital Group International Focus Equity Etf Etf (CGXU) 1.7 $3.5M 119k 29.49
Broadcom Stock (AVGO) 1.7 $3.5M 11k 309.51
Schwab Us Dividend Equity Etf Etf (SCHD) 1.7 $3.5M 113k 30.68
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.6 $3.2M 11k 287.56
Microsoft Corp Stock (MSFT) 1.6 $3.2M 8.5k 370.17
Vanguard Mega Cap Value Etf Etf (MGV) 1.4 $2.9M 20k 144.95
Alliant Energy Corp Stock (LNT) 1.4 $2.9M 40k 71.76
Dimensional U.s. Small Cap Etf Etf (DFAS) 1.4 $2.8M 39k 71.13
Dimensional International Core Equity Market Etf Etf (DFAI) 1.4 $2.7M 70k 38.96
Capital Group Core Equity Etf Etf (CGUS) 1.3 $2.6M 68k 38.42
State Street Spdr S&p 500 Etf Etf (SPY) 1.3 $2.6M 3.9k 650.42
Eli Lilly & Co Stock (LLY) 1.1 $2.2M 2.4k 919.85
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.9 $1.9M 49k 38.86
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.9 $1.9M 30k 62.45
Costco Wholesale Corporation Stock (COST) 0.9 $1.8M 1.8k 996.25
Jpmorgan Chase & Co Stock (JPM) 0.9 $1.8M 6.1k 294.16
American Express Stock (AXP) 0.8 $1.7M 5.6k 302.45
Ishares Core S&p Small Cap Etf Etf (IJR) 0.8 $1.6M 13k 124.31
Exxon Mobil Corp Stock (XOM) 0.8 $1.6M 9.5k 169.67
Vanguard Large-cap Etf Etf (VV) 0.8 $1.6M 5.3k 298.85
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.8 $1.6M 35k 45.12
Aaon Inc Com Par $0.004 Stock (AAON) 0.7 $1.5M 18k 82.75
Walmart Stock (WMT) 0.7 $1.5M 12k 124.28
Mcdonalds Corp Stock (MCD) 0.7 $1.5M 4.7k 310.78
Caterpillar Stock (CAT) 0.7 $1.4M 1.9k 708.46
Palantir Technologies Inc Cl A Stock (PLTR) 0.6 $1.3M 9.0k 146.28
Goldman Sachs Group Stock (GS) 0.6 $1.3M 1.6k 846.09
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.6 $1.3M 4.5k 286.83
Vanguard Consumer Discretionary Etf Etf (VCR) 0.6 $1.2M 3.5k 359.06
Vanguard S&p 500 Etf Etf (VOO) 0.6 $1.2M 2.1k 597.48
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.6 $1.2M 7.5k 161.73
Meta Platforms Inc Cl A Stock (META) 0.6 $1.2M 2.1k 572.13
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $1.1M 2.3k 479.20
International Business Machs Stock (IBM) 0.5 $1.1M 4.6k 242.39
Coca Cola Stock (KO) 0.5 $1.1M 15k 76.05
Caseys Gen Stores Stock (CASY) 0.5 $1.1M 1.5k 728.02
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.5 $1.1M 56k 19.30
Enterprise Prods Partners Stock (EPD) 0.5 $1.0M 27k 37.84
Chevron Corporation Stock (CVX) 0.5 $953k 4.6k 206.91
Visa Inc Com Cl A Stock (V) 0.5 $939k 3.1k 302.25
Rtx Corporation Stock (RTX) 0.5 $935k 4.8k 192.88
Vanguard Health Care Etf Etf (VHT) 0.4 $911k 3.3k 272.31
Lockheed Martin Corp Stock (LMT) 0.4 $815k 1.3k 604.39
Procter & Gamble Stock (PG) 0.4 $805k 5.6k 144.44
Capital Group Global Growth Equity Etf Etf (CGGO) 0.4 $757k 23k 33.37
Dell Technologies Inc Cl C Stock (DELL) 0.4 $713k 4.3k 164.13
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.3 $672k 5.2k 128.13
Netflix Stock (NFLX) 0.3 $643k 6.7k 96.15
Tjx Cos Stock (TJX) 0.3 $639k 4.0k 159.70
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $616k 8.2k 75.19
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.3 $595k 1.3k 463.03
Vanguard Total World Stock Etf Etf (VT) 0.3 $572k 4.1k 138.31
Advanced Micro Devices Stock (AMD) 0.3 $559k 2.7k 203.43
Texas Instrs Stock (TXN) 0.3 $509k 2.6k 194.14
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.2 $500k 6.8k 73.14
Linde Stock (LIN) 0.2 $496k 1.0k 495.76
Johnson & Johnson Stock (JNJ) 0.2 $476k 1.9k 244.44
Vanguard Industrials Etf Etf (VIS) 0.2 $460k 1.5k 312.13
Vanguard Extended Market Etf Etf (VXF) 0.2 $448k 2.2k 205.79
Merck & Co Stock (MRK) 0.2 $434k 3.6k 120.30
Helmerich & Payne Stock (HP) 0.2 $396k 11k 36.03
Home Depot Stock (HD) 0.2 $388k 1.2k 328.79
Williams Cos Stock (WMB) 0.2 $373k 5.1k 72.78
Pfizer Stock (PFE) 0.2 $366k 13k 28.08
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $358k 2.4k 148.10
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.2 $354k 3.2k 108.96
Vanguard Mid-cap Etf Etf (VO) 0.2 $348k 1.2k 287.18
Vanguard Small-cap Etf Etf (VB) 0.2 $339k 1.3k 261.96
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $320k 3.5k 90.54
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $299k 517.00 577.37
Unitedhealth Group Stock (UNH) 0.1 $297k 1.1k 270.59
Tesla Stock (TSLA) 0.1 $293k 789.00 371.75
Citigroup Stock (C) 0.1 $293k 2.6k 113.41
Ishares Select Dividend Etf Etf (DVY) 0.1 $284k 1.9k 151.41
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.1 $276k 2.8k 97.91
Vanguard Russell 2000 Etf Etf (VTWO) 0.1 $260k 2.6k 100.18
Ishares Semiconductor Etf Etf (SOXX) 0.1 $258k 785.00 328.85
Corning Stock (GLW) 0.1 $249k 1.8k 135.97
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.1 $245k 3.5k 70.90
Schwab Charles Corp Stock (SCHW) 0.1 $244k 2.6k 93.98
Vanguard Consumer Staples Etf Etf (VDC) 0.1 $241k 1.1k 224.59
Vanguard Communication Services Etf Etf (VOX) 0.1 $234k 1.3k 179.84
Cisco Sys Stock (CSCO) 0.1 $233k 3.0k 77.59
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $228k 1.7k 132.90
Nextera Energy Stock (NEE) 0.1 $218k 2.3k 92.88
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $211k 496.00 426.28
Abbvie Stock (ABBV) 0.1 $209k 959.00 217.56
Coterra Energy Stock (CTRA) 0.1 $202k 5.8k 35.14
Mastercard Incorporated Cl A Stock (MA) 0.1 $200k 400.00 499.66
Prosperity Bancshares Stock (PB) 0.1 $193k 2.9k 67.18
Oracle Corp Stock (ORCL) 0.1 $181k 1.2k 147.11
Vanguard Core Bond Etf Etf (VCRB) 0.1 $180k 2.3k 77.38
Capital Group Core Plus Income Etf Etf (CGCP) 0.1 $176k 7.9k 22.34
Ishares Russell Midcap Etf Etf (IWR) 0.1 $166k 1.7k 97.23
Applied Matls Stock (AMAT) 0.1 $164k 480.00 341.79
Pepsico Stock (PEP) 0.1 $161k 1.0k 155.34
At&t Stock (T) 0.1 $159k 5.5k 28.99
Vanguard Energy Etf Etf (VDE) 0.1 $155k 898.00 173.09
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $154k 2.0k 77.11
Ge Aerospace Stock (GE) 0.1 $150k 530.00 283.77
Union Pac Corp Stock (UNP) 0.1 $148k 611.00 242.69
Ge Vernova Stock (GEV) 0.1 $148k 169.00 872.90
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.1 $139k 2.8k 49.61
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $137k 691.00 198.34
Honeywell Intl Stock (HON) 0.1 $129k 571.00 226.12
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $126k 4.9k 25.64
Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $122k 475.00 257.35
Snowflake Stock (SNOW) 0.1 $119k 786.00 150.82
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.1 $114k 1.1k 108.99
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $109k 1.7k 64.08
Principal Financial Group Stock (PFG) 0.1 $105k 1.2k 90.09
American Elec Pwr Stock (AEP) 0.1 $105k 802.00 131.08
Ishares Russell 2000 Etf Etf (IWM) 0.1 $105k 423.00 248.00
Delta Air Lines Stock (DAL) 0.1 $105k 1.6k 66.48
Clorox Co Del Stock (CLX) 0.0 $101k 975.00 103.63
Ishares Msci Eafe Etf Etf (EFA) 0.0 $99k 1.0k 97.13
Kla Corp Stock (KLAC) 0.0 $97k 66.00 1466.12
Bank Montreal Medium Stock (BMO) 0.0 $95k 700.00 135.34
Williams Company Option 0.0 $93k 300.00 309.51
Taiwan Semiconductor Manufact Adr (TSM) 0.0 $91k 268.00 337.99
Eaton Vance Tax-managed Buy- Cef (ETV) 0.0 $88k 6.4k 13.67
Tc Energy Corp Stock (TRP) 0.0 $87k 1.4k 62.43
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.0 $85k 1.4k 61.26
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $84k 2.3k 36.84
Corning Option Put Option 0.0 $82k 600.00 135.97
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $79k 430.00 184.28
Philip Morris Intl Stock (PM) 0.0 $76k 460.00 165.29
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $74k 504.00 145.74
Fedex Corp Stock (FDX) 0.0 $73k 205.00 356.18
Bristol-myers Squibb Stock (BMY) 0.0 $73k 1.2k 60.65
Kratos Defense & Sec Solutions Stock (KTOS) 0.0 $71k 1.0k 70.51
Southern Stock (SO) 0.0 $70k 722.00 96.52
Allstate Corp Stock (ALL) 0.0 $70k 336.00 207.34
Bank America Corp Stock (BAC) 0.0 $68k 1.4k 48.73
Chubb Ltd Switz Stock (CB) 0.0 $65k 200.00 325.93
Bok Finl Corp Stock (BOKF) 0.0 $64k 500.00 128.06
Capital Group U.s. Multi-sector Income Etf Etf (CGMS) 0.0 $61k 2.2k 27.23
Borgwarner Stock (BWA) 0.0 $60k 1.1k 54.27
Boeing Stock (BA) 0.0 $60k 300.00 199.03
Bank New York Mellon Corp Stock (BK) 0.0 $59k 500.00 118.63
Invesco Senior Loan Etf Etf (BKLN) 0.0 $58k 2.8k 20.41
Air Products And Chemicals Stock (APD) 0.0 $58k 200.00 290.49
Kimberly-clark Corp Stock (KMB) 0.0 $58k 600.00 96.47
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.0 $56k 1.1k 49.37
Abbott Laboratories Stock (ABT) 0.0 $55k 536.00 102.67
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $54k 576.00 93.93
Blackrock Stock (BLK) 0.0 $54k 56.00 961.71
Danaher Corp Del Stock (DHR) 0.0 $54k 284.00 189.60
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.0 $53k 1.6k 33.97
Us Bancorp Stock (USB) 0.0 $52k 1.0k 52.01
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $52k 132.00 390.41
Unilever Adr (UL) 0.0 $51k 888.00 56.97
Corteva Stock (CTVA) 0.0 $50k 595.00 83.71
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.0 $48k 330.00 146.54
Starbucks Corp Stock (SBUX) 0.0 $47k 520.00 89.59
Centerpoint Energy Stock (CNP) 0.0 $46k 1.1k 43.17
Automatic Data Processing Stock (ADP) 0.0 $45k 221.00 203.50
Eog Res Stock (EOG) 0.0 $44k 306.00 144.47
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $44k 2.4k 18.29
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $44k 205.00 214.62
Ishares Morningstar U.s. Equity Etf Etf (ILCB) 0.0 $43k 480.00 89.86
Northern Tr Corp Stock (NTRS) 0.0 $42k 300.00 139.57
Te Connectivity Plc Ord Stock (TEL) 0.0 $42k 200.00 209.02
Cummins Stock (CMI) 0.0 $41k 76.00 541.32
Disney Walt Stock (DIS) 0.0 $41k 421.00 96.38
Micron Technology Stock (MU) 0.0 $40k 118.00 337.84
Devon Energy Corp Stock (DVN) 0.0 $38k 752.00 50.31
Arista Networks Stock (ANET) 0.0 $37k 305.00 122.78
Targa Res Corp Stock (TRGP) 0.0 $37k 146.00 250.73
Altria Group Stock (MO) 0.0 $36k 541.00 65.99
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $36k 372.00 95.72
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $36k 616.00 57.64
Firstenergy Corp Stock (FE) 0.0 $36k 700.00 50.66
Amgen Stock (AMGN) 0.0 $35k 100.00 351.85
Fortinet Stock (FTNT) 0.0 $35k 429.00 81.72
Regions Financial Corp Stock (RF) 0.0 $35k 1.3k 26.12
Duke Energy Corp Stock (DUK) 0.0 $34k 260.00 131.15
Dupont De Nemours Stock (DD) 0.0 $33k 730.00 45.80
Ishares Global 100 Etf Etf (IOO) 0.0 $33k 276.00 120.97
Sabine Rty Tr Unit Ben Int Stock (SBR) 0.0 $32k 427.00 75.34
Schwab Us Tips Etf Etf (SCHP) 0.0 $30k 1.1k 26.61
First Finl Bankshares Stock (FFIN) 0.0 $29k 989.00 29.45
Wec Energy Group Stock (WEC) 0.0 $28k 245.00 115.77
Comcast Corp New Cl A Stock (CMCSA) 0.0 $28k 964.00 28.70
Texas Pacific Land Corporation Stock (TPL) 0.0 $27k 57.00 474.56
Intuitive Surgical Stock (ISRG) 0.0 $27k 58.00 460.98
Johnson Ctls Intl Stock (JCI) 0.0 $26k 200.00 130.95
Caris Life Sciences Stock (CAI) 0.0 $25k 1.4k 17.88
Morgan Stanley Stock (MS) 0.0 $25k 154.00 164.57
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.0 $25k 300.00 83.43
Thermo Fisher Scientific Stock (TMO) 0.0 $25k 50.00 491.54
State Street Materials Select Sector Spdr Etf Etf (XLB) 0.0 $24k 484.00 49.97
Ford Mtr Stock (F) 0.0 $23k 2.0k 11.54
Oge Energy Corp Stock (OGE) 0.0 $23k 480.00 47.96
American Tower Corp Reit (AMT) 0.0 $23k 133.00 172.58
Capital One Finl Corp Stock (COF) 0.0 $23k 124.00 182.43
Carrier Global Corporation Stock (CARR) 0.0 $23k 400.00 56.31
Phillips 66 Stock (PSX) 0.0 $22k 119.00 182.29
Constellation Energy Corp Stock (CEG) 0.0 $22k 77.00 279.25
Yum Brands Stock (YUM) 0.0 $22k 138.00 155.48
Genuine Parts Stock (GPC) 0.0 $21k 201.00 105.95
Metlife Stock (MET) 0.0 $21k 300.00 70.72
C3 Ai Inc Cl A Stock (AI) 0.0 $21k 2.5k 8.42
Fifth Third Bancorp Stock (FITB) 0.0 $21k 453.00 46.46
Cvs Health Corp Stock (CVS) 0.0 $21k 290.00 71.82
Totalenergies Se Act Stock (TTE) 0.0 $20k 218.00 93.22
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.0 $20k 406.00 49.79
Vanguard Russell 1000 Value Etf Etf (VONV) 0.0 $20k 211.00 93.74
Qnity Electronics Stock (Q) 0.0 $20k 171.00 115.38
Nxp Semiconductors N V Stock (NXPI) 0.0 $20k 100.00 196.86
Halliburton Stock (HAL) 0.0 $20k 500.00 38.99
Lam Research Corp Stock (LRCX) 0.0 $19k 90.00 213.66
Dow Hldgs Stock (DOW) 0.0 $18k 442.00 41.65
Flexshares Quality Dividend Index Fund Etf (QDF) 0.0 $18k 225.00 79.09
One Gas Stock (OGS) 0.0 $17k 200.00 86.13
Western Asset Invt Grade Oppor Cef (IGI) 0.0 $17k 1.1k 16.09
Ingersoll Rand Stock (IR) 0.0 $16k 201.00 80.12
Salesforce Stock (CRM) 0.0 $16k 86.00 186.67
Wp Carey Reit (WPC) 0.0 $16k 235.00 67.96
Medtronic Stock (MDT) 0.0 $16k 180.00 86.65
Trane Technologies Stock (TT) 0.0 $15k 37.00 416.73
Otis Worldwide Corp Stock (OTIS) 0.0 $15k 200.00 77.08
Hancock John Pfd Income Fd Iii Cef (HPS) 0.0 $15k 1.0k 14.24
Phinia Stock (PHIN) 0.0 $15k 212.00 68.44
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $14k 120.00 118.62
Truist Finl Corp Stock (TFC) 0.0 $14k 300.00 45.97
Intercontinental Exchange Stock (ICE) 0.0 $14k 86.00 157.28
Lululemon Athletica Stock (LULU) 0.0 $14k 88.00 153.10
Ulta Beauty Stock (ULTA) 0.0 $13k 25.00 522.72
Apollo Global Mgmt Stock (APO) 0.0 $13k 115.00 111.42
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.0 $13k 502.00 25.11
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $12k 20.00 616.75
Mp Materials Corp Com Cl A Stock (MP) 0.0 $12k 252.00 48.26
First Trust Eip Power Solutions Etf Etf (FPWR) 0.0 $12k 325.00 37.35
Vaneck Semiconductor Etf Etf (SMH) 0.0 $12k 31.00 383.39
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $11k 408.00 27.46
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) 0.0 $11k 155.00 70.14
Bank Of N T Butterfield & Son Stock (NTB) 0.0 $11k 200.00 52.48
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $11k 150.00 69.75
State Street Spdr Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.0 $10k 57.00 178.11
Conocophillips Stock (COP) 0.0 $9.8k 75.00 131.23
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $9.8k 25.00 391.76
Baker Hughes Company Cl A Stock (BKR) 0.0 $9.8k 160.00 61.05
Autonation Stock (AN) 0.0 $9.8k 50.00 195.26
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.0 $9.7k 163.00 59.55
Sysco Corp Stock (SYY) 0.0 $9.5k 133.00 71.33
Ecolab Stock (ECL) 0.0 $9.3k 35.00 266.03
South Bow Corp Stock (SOBO) 0.0 $9.3k 280.00 33.17
Super Micro Computer Stock (SMCI) 0.0 $9.1k 400.00 22.77
The Campbells Company Stock (CPB) 0.0 $8.9k 400.00 22.27
Ge Healthcare Technologies Stock (GEHC) 0.0 $8.9k 125.00 71.18
Kayne Anderson Energy Infrstr Cef (KYN) 0.0 $8.9k 620.00 14.28
Bitwise Bitcoin Etf Trust Etf (BITB) 0.0 $8.8k 240.00 36.81
Intel Corp Stock (INTC) 0.0 $8.8k 200.00 44.13
Kinder Morgan Inc Del Stock (KMI) 0.0 $8.7k 260.00 33.53
Ishares U.s. Consumer Staples Etf Etf (IYK) 0.0 $8.4k 120.00 70.03
Ishares Tips Bond Etf Etf (TIP) 0.0 $8.3k 75.00 110.36
Southwest Airls Stock (LUV) 0.0 $7.9k 210.00 37.57
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.0 $7.7k 151.00 51.23
Verizon Communications Stock (VZ) 0.0 $7.5k 150.00 50.20
United Parcel Svcs Inc Cl B Stock (UPS) 0.0 $7.4k 75.00 98.39
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $7.4k 72.00 102.25
Bhp Billiton Adr (BHP) 0.0 $7.3k 100.00 72.74
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $6.7k 27.00 249.78
Baxter Intl Stock (BAX) 0.0 $6.7k 400.00 16.80
Kyndryl Hldgs Stock (KD) 0.0 $6.7k 511.00 13.12
Boston Scientific Corp Stock (BSX) 0.0 $6.5k 104.00 62.75
State Str Corp Stock (STT) 0.0 $6.4k 50.00 127.74
Servicenow Stock (NOW) 0.0 $6.3k 60.00 104.55
Pentair Stock (PNR) 0.0 $6.3k 72.00 87.11
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $6.1k 70.00 86.69
Waystar Hldg Corp Stock (WAY) 0.0 $6.0k 250.00 24.11
Xpo Stock (XPO) 0.0 $5.8k 30.00 194.57
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $5.7k 14.00 407.71
Xcel Energy Stock (XEL) 0.0 $5.6k 71.00 79.44
Vanguard Materials Etf Etf (VAW) 0.0 $5.6k 25.00 225.36
Celestica Stock (CLS) 0.0 $5.6k 20.00 281.20
Ishares Morningstar Small Cap Value Etf Etf (ISCV) 0.0 $5.2k 75.00 69.51
Ishares Gold Trust Etf (IAU) 0.0 $5.0k 57.00 88.16
Cleveland-cliffs Stock (CLF) 0.0 $5.0k 590.00 8.45
Empire Pete Corp Stock 0.0 $4.9k 1.7k 2.96
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.0 $4.8k 44.00 109.68
Hewlett Packard Enterprise Stock (HPE) 0.0 $4.8k 200.00 23.81
Vanguard Financials Etf Etf (VFH) 0.0 $4.7k 39.00 120.82
Canadian Nat Res Ltd Med Term Stock (CNQ) 0.0 $4.7k 96.00 48.73
Kinross Gold Corp Stock (KGC) 0.0 $4.4k 144.00 30.52
Wells Fargo & Co Stock (WFC) 0.0 $4.4k 55.00 79.62
Shell Plc Spon Ads Adr (SHEL) 0.0 $4.2k 45.00 92.51
HP Stock (HPQ) 0.0 $3.8k 200.00 19.21
Invesco Nasdaq 100 Etf Etf (QQQM) 0.0 $3.8k 16.00 237.62
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.0 $3.7k 80.00 45.89
CKX LDS Stock (CKX) 0.0 $3.5k 339.00 10.35
Canadian Pacific Kansas City Stock (CP) 0.0 $3.4k 43.00 78.44
Evergy Stock (EVRG) 0.0 $3.4k 41.00 81.93
Autodesk Stock (ADSK) 0.0 $3.4k 14.00 239.43
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $3.2k 29.00 111.83
Ishares Mbs Etf Etf (MBB) 0.0 $3.1k 33.00 94.94
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $3.1k 22.00 142.41
Coreweave Inc Com Cl A Stock (CRWV) 0.0 $3.1k 40.00 77.47
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.0 $3.0k 57.00 52.56
Generac Hldgs Stock (GNRC) 0.0 $2.9k 15.00 195.33
Magnum Ice Cream Co Nv Ord Stock (MICC) 0.0 $2.9k 200.00 14.64
Ast Spacemobile Inc Com Cl A Stock (ASTS) 0.0 $2.9k 35.00 82.86
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.0 $2.9k 35.00 81.97
Expand Energy Corporation Stock (EXE) 0.0 $2.6k 24.00 109.79
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $2.5k 30.00 83.57
Invesco Floating Rate Municipal Income Etf Etf (PVI) 0.0 $2.5k 100.00 24.87
Dover Corp Stock (DOV) 0.0 $2.1k 10.00 208.50
Td Synnex Corporation Stock (SNX) 0.0 $2.0k 12.00 168.75
Vanguard Russell 3000 Etf Etf (VTHR) 0.0 $1.7k 6.00 287.50
Evolus Stock (EOLS) 0.0 $1.6k 400.00 4.11
Vanguard Short-term Treasury Etf Etf (VGSH) 0.0 $1.6k 27.00 58.56
Vanguard Long-term Treasury Etf Etf (VGLT) 0.0 $1.5k 27.00 55.37
Chipotle Mexican Grill Stock (CMG) 0.0 $1.4k 45.00 32.00
Waste Mgmt Inc Del Stock (WM) 0.0 $1.4k 6.00 229.83
Versant Media Group Inc Com Cl A Stock (VSNT) 0.0 $1.1k 30.00 37.03
Mercer Intl Stock (MERC) 0.0 $1.1k 755.00 1.42
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $995.000300 41.00 24.27
Woodside Energy Group Adr (WDS) 0.0 $860.000400 36.00 23.89
Pilgrims Pride Corp Stock (PPC) 0.0 $716.999200 19.00 37.74
Ferrari N V Stock (RACE) 0.0 $666.000000 2.00 333.00
Charter Communications Inc Cl A Stock (CHTR) 0.0 $648.000000 3.00 216.00
Pinterest Inc Cl A Stock (PINS) 0.0 $642.001500 35.00 18.34
Novo-nordisk A S Adr (NVO) 0.0 $588.000000 16.00 36.75
Brighthouse Finl Stock (BHF) 0.0 $418.999700 7.00 59.86
Solstice Advanced Matls Stock (SOLS) 0.0 $381.000000 5.00 76.20
Concentrix Corp Stock (CNXC) 0.0 $327.999600 12.00 27.33
Viatris Stock (VTRS) 0.0 $324.000000 24.00 13.50
Paypal Hldgs Stock (PYPL) 0.0 $318.000200 7.00 45.43
Fiserv Stock (FI) 0.0 $279.000000 5.00 55.80
Gildan Activewear Stock (GIL) 0.0 $278.000000 5.00 55.60