Olistico Wealth

Olistico Wealth as of June 30, 2026

Portfolio Holdings for Olistico Wealth

Olistico Wealth holds 334 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth Etf Etf (VUG) 9.3 $22M 1.3M 16.70
Apple Stock (AAPL) 7.5 $18M 61k 289.36
Vanguard Total Stock Market Etf Etf (VTI) 6.9 $16M 826k 19.50
Vanguard Information Technology Etf Etf (VGT) 6.0 $14M 569k 24.84
Capital Group Dividend Value Etf Etf (CGDV) 4.5 $11M 215k 49.28
Vanguard Value Etf Etf (VTV) 4.0 $9.3M 211k 44.24
Nvidia Corporation Stock (NVDA) 3.8 $9.0M 45k 200.09
Capital Group Growth Etf Etf (CGGR) 3.3 $7.7M 164k 47.20
Amazon Stock (AMZN) 2.7 $6.3M 27k 238.34
Capital Group International Focus Equity Etf Etf (CGXU) 1.9 $4.5M 129k 34.62
Broadcom Stock (AVGO) 1.8 $4.2M 11k 377.75
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.7 $4.0M 11k 357.37
Schwab Us Dividend Equity Etf Etf (SCHD) 1.6 $3.8M 120k 31.71
Oneok Stock (OKE) 1.6 $3.8M 107k 35.66
Vanguard Mega Cap Value Etf Etf (MGV) 1.5 $3.5M 22k 163.45
Dimensional U.s. Small Cap Etf Etf (DFAS) 1.4 $3.3M 41k 82.34
Dimensional International Core Equity Market Etf Etf (DFAI) 1.4 $3.3M 79k 41.25
Alliant Energy Corp Stock (LNT) 1.3 $3.1M 40k 76.29
Microsoft Corp Stock (MSFT) 1.3 $3.1M 8.2k 373.03
Capital Group Core Equity Etf Etf (CGUS) 1.3 $3.0M 68k 44.48
State Street Spdr S&p 500 Etf Etf (SPY) 1.3 $2.9M 3.9k 746.68
Eli Lilly & Co Stock (LLY) 1.2 $2.9M 2.4k 1199.54
Aaon Inc Com Par $0.004 Stock (AAON) 1.0 $2.3M 18k 126.86
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.9 $2.2M 49k 44.36
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.9 $2.2M 31k 69.90
Caterpillar Stock (CAT) 0.9 $2.1M 1.9k 1064.90
American Express Stock (AXP) 0.8 $1.9M 5.6k 338.25
Jpmorgan Chase & Co Stock (JPM) 0.8 $1.9M 5.8k 327.33
Vanguard Large-cap Etf Etf (VV) 0.8 $1.8M 5.3k 343.90
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.8 $1.8M 35k 51.69
Ishares Core S&p Small Cap Etf Etf (IJR) 0.7 $1.7M 12k 148.31
Costco Wholesale Corporation Stock (COST) 0.7 $1.7M 1.8k 935.30
Dell Technologies Inc Cl C Stock (DELL) 0.7 $1.6M 3.7k 431.46
Goldman Sachs Group Stock (GS) 0.7 $1.6M 1.6k 1011.49
Vanguard S&p 500 Etf Etf (VOO) 0.7 $1.6M 181k 8.82
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.7 $1.6M 4.5k 353.29
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.6 $1.4M 7.5k 185.23
Vanguard Consumer Discretionary Etf Etf (VCR) 0.6 $1.3M 3.4k 396.65
Walmart Stock (WMT) 0.6 $1.3M 12k 113.26
Exxonmobil Holdings Corp Stock 0.6 $1.3M 9.5k 136.71
Advanced Micro Devices Stock (AMD) 0.6 $1.3M 2.2k 580.91
International Business Machs Stock (IBM) 0.6 $1.3M 4.6k 281.21
Mcdonalds Corp Stock (MCD) 0.5 $1.3M 4.7k 270.31
Coca Cola Stock (KO) 0.5 $1.2M 15k 81.27
Caseys Gen Stores Stock (CASY) 0.5 $1.2M 1.5k 794.97
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $1.2M 2.3k 500.39
Meta Platforms Inc Cl A Stock (META) 0.5 $1.2M 2.1k 563.29
Visa Inc Com Cl A Stock (V) 0.5 $1.1M 3.1k 343.10
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.5 $1.1M 56k 19.12
Palantir Technologies Inc Cl A Stock (PLTR) 0.5 $1.1M 9.1k 116.67
Enterprise Prods Partners Stock (EPD) 0.4 $1.0M 27k 36.76
Capital Group Global Growth Equity Etf Etf (CGGO) 0.4 $960k 23k 42.33
Rtx Corporation Stock (RTX) 0.4 $920k 4.8k 189.71
Vanguard Health Care Etf Etf (VHT) 0.4 $903k 3.0k 299.04
Procter & Gamble Stock (PG) 0.3 $782k 5.3k 146.64
Texas Instrs Stock (TXN) 0.3 $781k 2.6k 298.07
Chevron Corporation Stock (CVX) 0.3 $763k 4.6k 165.78
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $735k 8.2k 90.10
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.3 $703k 4.8k 146.40
Lockheed Martin Corp Stock (LMT) 0.3 $687k 1.3k 509.46
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.3 $671k 106k 6.35
Vanguard Total World Stock Etf Etf (VT) 0.3 $649k 4.1k 156.94
Tjx Cos Stock (TJX) 0.3 $607k 4.0k 151.50
Unitedhealth Group Stock (UNH) 0.2 $569k 1.4k 415.63
Tesla Stock (TSLA) 0.2 $557k 1.3k 420.60
Vanguard Extended Market Etf Etf (VXF) 0.2 $537k 2.2k 246.23
Vanguard Industrials Etf Etf (VIS) 0.2 $532k 1.5k 360.39
Linde Stock (LIN) 0.2 $519k 1.0k 518.94
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.2 $512k 6.8k 74.90
Abbvie Stock (ABBV) 0.2 $474k 1.9k 251.70
Corning Stock (GLW) 0.2 $467k 1.8k 255.43
Home Depot Stock (HD) 0.2 $452k 1.3k 352.58
Merck & Co Stock (MRK) 0.2 $446k 3.5k 128.52
Netflix Stock (NFLX) 0.2 $433k 6.1k 71.40
Johnson & Johnson Stock (JNJ) 0.2 $391k 1.5k 253.97
Vanguard Small-cap Etf Etf (VB) 0.2 $391k 1.3k 303.17
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $382k 366k 1.04
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $381k 517.00 736.64
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $377k 3.9k 96.59
Vanguard Mid-cap Etf Etf (VO) 0.2 $372k 4.6k 80.57
Citigroup Stock (C) 0.2 $362k 2.6k 139.96
Helmerich & Payne Stock (HP) 0.2 $360k 11k 32.74
Cisco Sys Stock (CSCO) 0.2 $353k 3.0k 117.46
Williams Cos Stock (WMB) 0.2 $351k 4.7k 74.34
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $331k 1.7k 190.52
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.1 $321k 2.7k 118.99
Ishares Semiconductor Etf Etf (SOXX) 0.1 $321k 501.00 640.76
Vanguard Russell 2000 Etf Etf (VTWO) 0.1 $316k 2.6k 121.42
Pfizer Stock (PFE) 0.1 $314k 13k 24.08
Ishares Select Dividend Etf Etf (DVY) 0.1 $290k 188k 1.54
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.1 $285k 3.5k 81.93
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.1 $281k 2.4k 117.27
Applied Matls Stock (AMAT) 0.1 $275k 380.00 723.00
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $246k 2.0k 124.20
Schwab Charles Corp Stock (SCHW) 0.1 $240k 2.6k 92.28
Vanguard Communication Services Etf Etf (VOX) 0.1 $239k 1.3k 183.95
Nextera Energy Stock (NEE) 0.1 $215k 2.5k 87.77
Prosperity Bancshares Stock (PB) 0.1 $210k 2.9k 73.03
Mastercard Incorporated Cl A Stock (MA) 0.1 $208k 404.00 513.60
Snowflake Stock (SNOW) 0.1 $200k 786.00 254.50
Ge Vernova Stock (GEV) 0.1 $199k 169.00 1174.86
Kla Corp Stock (KLAC) 0.1 $199k 658.00 301.70
Ge Aerospace Stock (GE) 0.1 $198k 530.00 373.73
Devon Energy Corp Stock (DVN) 0.1 $197k 4.8k 41.32
Oracle Corp Stock (ORCL) 0.1 $180k 1.2k 146.55
Capital Group Core Plus Income Etf Etf (CGCP) 0.1 $177k 8.0k 22.29
Vanguard Core Bond Etf Etf (VCRB) 0.1 $177k 2.3k 77.23
Ishares Russell Midcap Etf Etf (IWR) 0.1 $176k 1.6k 110.33
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $170k 2.0k 85.49
Union Pac Corp Stock (UNP) 0.1 $166k 611.00 272.09
Corning Option 0.1 $153k 600.00 255.43
Delta Air Lines Stock (DAL) 0.1 $148k 1.6k 93.66
Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $146k 475.00 306.30
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $144k 4.9k 29.43
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.1 $143k 2.8k 50.85
Vanguard Energy Etf Etf (VDE) 0.1 $135k 898.00 150.08
Taiwan Semiconductor Manufact Adr (TSM) 0.1 $129k 269.00 477.63
Ishares Russell 2000 Etf Etf (IWM) 0.1 $127k 423.00 300.45
Bank Montreal Medium Stock (BMO) 0.1 $124k 700.00 176.70
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $122k 1.7k 71.25
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $115k 1.1k 109.07
At&t Stock (T) 0.0 $113k 5.5k 20.70
Broadcom Option 0.0 $113k 300.00 377.75
Pepsico Stock (PEP) 0.0 $113k 832.00 135.40
Williams Cos Option 0.0 $112k 1.5k 74.34
American Elec Pwr Stock (AEP) 0.0 $110k 802.00 136.81
Ishares Msci Eafe Etf Etf (EFA) 0.0 $106k 1.0k 103.88
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $101k 132.00 763.14
Clorox Co Del Stock (CLX) 0.0 $93k 975.00 95.44
Tc Energy Corp Stock (TRP) 0.0 $93k 1.4k 66.21
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $85k 430.00 197.60
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $84k 2.3k 37.02
Philip Morris Intl Stock (PM) 0.0 $83k 460.00 181.00
Micron Technology Stock (MU) 0.0 $83k 72.00 1154.31
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $83k 504.00 164.60
Bank Of Amer Corp Stock (BAC) 0.0 $79k 1.4k 56.96
Allstate Corp Stock (ALL) 0.0 $78k 328.00 237.94
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.0 $74k 1.4k 53.11
Borgwarner Stock (BWA) 0.0 $74k 1.1k 66.38
Bank Of Ny Mellon Corp Stock (BNY) 0.0 $72k 500.00 144.61
Bok Finl Corp Stock (BOKF) 0.0 $69k 500.00 138.88
Bristol-myers Squibb Stock (BMY) 0.0 $69k 1.2k 57.62
Southern Stock (SO) 0.0 $69k 722.00 95.71
Chubb Stock (CB) 0.0 $68k 200.00 340.74
Fortinet Stock (FTNT) 0.0 $66k 429.00 153.62
Kimberly-clark Corp Stock (KMB) 0.0 $66k 600.00 109.77
Eaton Vance Tax-managed Buy- Cef (ETV) 0.0 $66k 4.4k 14.88
Boeing Stock (BA) 0.0 $65k 300.00 216.47
Fedex Corp Stock (FDX) 0.0 $64k 205.00 313.13
Blackrock Stock (BLK) 0.0 $64k 66.00 961.56
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.0 $61k 1.1k 53.61
Us Bancorp Stock (USB) 0.0 $60k 1.0k 60.40
Capital Group U.s. Multi-sector Income Etf Etf (CGMS) 0.0 $60k 2.2k 27.33
Air Products And Chemicals Stock (APD) 0.0 $59k 200.00 293.18
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.0 $58k 1.6k 36.84
Invesco Senior Loan Etf Etf (BKLN) 0.0 $58k 2.8k 20.37
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $56k 576.00 96.44
Cummins Stock (CMI) 0.0 $55k 77.00 710.36
Danaher Corp Del Stock (DHR) 0.0 $54k 284.00 190.48
Unilever Adr (UL) 0.0 $53k 888.00 60.12
Starbucks Corp Stock (SBUX) 0.0 $53k 520.00 102.19
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.0 $52k 330.00 158.58
Northern Tr Corp Stock (NTRS) 0.0 $52k 300.00 173.84
Arista Networks Stock (ANET) 0.0 $52k 305.00 169.88
Corteva Stock (CTVA) 0.0 $50k 595.00 84.69
Kratos Defense & Sec Solutions Stock (KTOS) 0.0 $50k 1.0k 49.86
Automatic Data Processing Stock (ADP) 0.0 $50k 221.00 224.30
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $50k 2.4k 20.49
Abbott Laboratories Stock (ABT) 0.0 $49k 536.00 90.74
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $48k 205.00 236.13
Centerpoint Energy Stock (CNP) 0.0 $47k 1.1k 44.05
Disney Walt Stock (DIS) 0.0 $41k 421.00 96.25
Te Connectivity Plc Ord Stock (TEL) 0.0 $40k 200.00 201.61
Eog Res Stock (EOG) 0.0 $40k 307.00 129.83
Intuitive Surgical Stock (ISRG) 0.0 $39k 99.00 397.68
Targa Res Corp Stock (TRGP) 0.0 $39k 146.00 268.14
Lam Research Corp Stock (LRCX) 0.0 $39k 90.00 433.33
Altria Group Stock (MO) 0.0 $39k 541.00 71.95
Ishares Global 100 Etf Etf (IOO) 0.0 $38k 276.00 136.60
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) 0.0 $37k 455.00 80.16
Amgen Stock (AMGN) 0.0 $36k 100.00 362.12
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $36k 372.00 96.37
Ishares Morningstar U.s. Equity Etf Etf (ILCB) 0.0 $35k 340.00 103.65
First Finl Bankshares Stock (FFIN) 0.0 $34k 989.00 34.60
Firstenergy Corp Stock (FE) 0.0 $33k 700.00 47.54
Duke Energy Corp Stock (DUK) 0.0 $33k 260.00 126.78
Dupont De Nemours Stock (DD) 0.0 $33k 243.00 135.64
Morgan Stanley Stock (MS) 0.0 $32k 154.00 209.04
Sabine Rty Tr Unit Ben Int Stock (SBR) 0.0 $31k 427.00 73.20
Cvs Health Corp Stock (CVS) 0.0 $30k 290.00 103.45
Carrier Global Corporation Stock (CARR) 0.0 $29k 400.00 73.35
Johnson Ctls Intl Stock (JCI) 0.0 $29k 200.00 146.11
Wec Energy Group Stock (WEC) 0.0 $29k 245.00 116.77
Nxp Semiconductors N V Stock (NXPI) 0.0 $28k 100.00 281.03
Intel Corp Stock (INTC) 0.0 $28k 200.00 139.63
Qnity Electronics Stock (Q) 0.0 $28k 171.00 163.31
Ford Mtr Stock (F) 0.0 $28k 2.0k 13.90
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.0 $27k 275.00 96.56
Fifth Third Bancorp Stock (FITB) 0.0 $26k 453.00 56.37
Caris Life Sciences Stock (CAI) 0.0 $25k 1.4k 17.82
Thermo Fisher Scientific Stock (TMO) 0.0 $25k 50.00 501.36
Texas Pacific Land Corporation Stock (TPL) 0.0 $25k 57.00 437.63
Capital One Finl Corp Stock (COF) 0.0 $25k 124.00 200.62
State Street Materials Select Sector Spdr Etf Etf (XLB) 0.0 $25k 484.00 50.83
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $24k 25.00 965.00
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $24k 413.00 57.84
Oge Energy Corp Stock (OGE) 0.0 $23k 480.00 48.66
C3 Ai Inc Cl A Stock (AI) 0.0 $23k 2.5k 9.09
Vanguard Russell 1000 Value Etf Etf (VONV) 0.0 $22k 211.00 106.31
Yum Brands Stock (YUM) 0.0 $22k 138.00 159.86
Regions Financial Corp Stock (RF) 0.0 $22k 726.00 30.20
American Tower Corp Reit (AMT) 0.0 $22k 133.00 163.57
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.0 $21k 413.00 49.78
Flexshares Quality Dividend Index Fund Etf (QDF) 0.0 $20k 225.00 89.92
Phillips 66 Stock (PSX) 0.0 $20k 119.00 169.14
Comcast Corp New Cl A Stock (CMCSA) 0.0 $20k 816.00 24.55
Constellation Energy Corp Stock (CEG) 0.0 $19k 77.00 248.36
Trane Technologies Stock (TT) 0.0 $18k 37.00 491.16
Phinia Stock (PHIN) 0.0 $18k 212.00 82.37
Genuine Parts Stock (GPC) 0.0 $17k 146.00 118.29
Halliburton Stock (HAL) 0.0 $17k 500.00 33.95
Totalenergies Se Act Stock (TTE) 0.0 $17k 218.00 77.77
Ingersoll Rand Stock (IR) 0.0 $17k 201.00 81.99
One Gas Stock (OGS) 0.0 $15k 200.00 77.07
Truist Finl Corp Stock (TFC) 0.0 $15k 300.00 49.82
Hancock John Pfd Income Fd Iii Cef (HPS) 0.0 $15k 1.0k 14.54
Schwab Us Tips Etf Etf (SCHP) 0.0 $15k 550.00 26.50
Otis Worldwide Corp Stock (OTIS) 0.0 $14k 200.00 71.60
Mp Materials Corp Com Cl A Stock (MP) 0.0 $14k 252.00 56.01
Medtronic Stock (MDT) 0.0 $14k 180.00 78.23
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $14k 20.00 703.35
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $14k 120.00 114.18
Apollo Global Mgmt Stock (APO) 0.0 $14k 115.00 118.31
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.0 $13k 502.00 25.56
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $12k 150.00 82.84
First Trust Eip Power Solutions Etf Etf (FPWR) 0.0 $12k 325.00 37.51
Dow Hldgs Stock (DOW) 0.0 $12k 442.00 27.36
Bank Of N T Butterfield & Son Stock (NTB) 0.0 $12k 200.00 59.50
Vaneck Semiconductor Etf Etf (SMH) 0.0 $12k 18.00 655.89
Super Micro Computer Stock (SMCI) 0.0 $12k 400.00 29.33
Ulta Beauty Stock (ULTA) 0.0 $11k 25.00 451.00
Sysco Corp Stock (SYY) 0.0 $11k 133.00 83.58
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $11k 408.00 26.66
Southwest Airls Stock (LUV) 0.0 $11k 210.00 51.42
Intercontinental Exchange Stock (ICE) 0.0 $11k 86.00 123.10
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $11k 84.00 124.44
South Bow Corp Stock (SOBO) 0.0 $9.9k 280.00 35.22
Ecolab Stock (ECL) 0.0 $9.8k 35.00 278.60
Wp Carey Reit (WPC) 0.0 $9.7k 135.00 71.50
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.0 $9.6k 163.00 58.98
Autonation Stock (AN) 0.0 $9.3k 50.00 185.80
Hewlett Packard Enterprise Stock (HPE) 0.0 $9.0k 200.00 45.11
The Campbells Company Stock (CPB) 0.0 $8.9k 400.00 22.27
Baker Hughes Company Cl A Stock (BKR) 0.0 $8.9k 160.00 55.50
Ishares U.s. Consumer Staples Etf Etf (IYK) 0.0 $8.7k 120.00 72.66
Kayne Anderson Energy Infrstr Cef (KYN) 0.0 $8.6k 620.00 13.83
State Str Corp Stock (STT) 0.0 $8.6k 50.00 171.16
State Street Spdr Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.0 $8.5k 47.00 181.47
Baxter Intl Stock (BAX) 0.0 $8.5k 400.00 21.32
Bhp Billiton Adr (BHP) 0.0 $8.3k 100.00 83.31
Kinder Morgan Inc Del Stock (KMI) 0.0 $8.3k 260.00 31.97
Astrazeneca Plc Ord Adr (AZN) 0.0 $8.2k 44.00 187.11
Ishares Tips Bond Etf Etf (TIP) 0.0 $8.2k 75.00 109.43
United Parcel Svcs Inc Cl B Stock (UPS) 0.0 $8.1k 75.00 107.51
Ge Healthcare Technologies Stock (GEHC) 0.0 $8.0k 125.00 64.01
Lululemon Athletica Stock (LULU) 0.0 $8.0k 70.00 114.19
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $7.9k 72.00 110.15
Conocophillips Stock (COP) 0.0 $7.8k 75.00 103.35
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.0 $7.7k 151.00 51.29
Bitwise Bitcoin Etf Trust Etf (BITB) 0.0 $7.6k 240.00 31.86
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $7.3k 25.00 291.84
Celestica Stock (CLS) 0.0 $7.3k 20.00 364.60
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $6.9k 84.00 82.62
Metlife Stock (MET) 0.0 $6.9k 82.00 84.61
Verizon Communications Stock (VZ) 0.0 $6.4k 150.00 42.34
Xpo Stock (XPO) 0.0 $6.2k 30.00 205.30
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $6.0k 70.00 86.41
Servicenow Stock (NOW) 0.0 $6.0k 60.00 99.28
Ishares Morningstar Small Cap Value Etf Etf (ISCV) 0.0 $5.9k 75.00 78.32
Vanguard Materials Etf Etf (VAW) 0.0 $5.7k 25.00 228.80
Xcel Energy Stock (XEL) 0.0 $5.7k 71.00 80.30
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.0 $5.6k 44.00 127.82
Pentair Stock (PNR) 0.0 $5.5k 72.00 76.67
Waystar Hldg Corp Stock (WAY) 0.0 $5.1k 250.00 20.53
Vanguard Financials Etf Etf (VFH) 0.0 $5.1k 39.00 131.59
Vanguard Consumer Staples Etf Etf (VDC) 0.0 $4.7k 21.00 225.48
Kyndryl Hldgs Stock (KD) 0.0 $4.7k 412.00 11.31
Wells Fargo & Co Stock (WFC) 0.0 $4.5k 55.00 82.64
Boston Scientific Corp Stock (BSX) 0.0 $4.4k 104.00 42.68
Empire Pete Corp Stock 0.0 $4.4k 1.7k 2.68
Generac Hldgs Stock (GNRC) 0.0 $4.4k 15.00 292.80
HP Stock (HPQ) 0.0 $4.4k 200.00 21.94
Ishares Gold Trust Etf (IAU) 0.0 $4.3k 57.00 75.51
Salesforce Stock (CRM) 0.0 $4.2k 27.00 156.67
Coreweave Inc Com Cl A Stock (CRWV) 0.0 $4.0k 40.00 99.55
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $3.8k 29.00 132.00
Canadian Nat Res Ltd Med Term Stock (CNQ) 0.0 $3.8k 96.00 39.50
Canadian Pacific Kansas City Stock (CP) 0.0 $3.7k 43.00 86.67
CKX LDS Stock (CKX) 0.0 $3.7k 339.00 10.81
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.0 $3.6k 80.00 45.34
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $3.6k 22.00 164.27
Evergy Stock (EVRG) 0.0 $3.5k 41.00 86.44
Magnum Ice Cream Co Nv Ord Stock (MICC) 0.0 $3.5k 200.00 17.42
Shell Plc Spon Ads Adr (SHEL) 0.0 $3.5k 45.00 77.13
Kinross Gold Corp Stock (KGC) 0.0 $3.4k 144.00 23.62
Td Synnex Corporation Stock (SNX) 0.0 $3.2k 12.00 267.33
Ishares Mbs Etf Etf (MBB) 0.0 $3.1k 33.00 94.52
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.0 $3.0k 57.00 52.40
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.0 $2.9k 35.00 83.06
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $2.7k 30.00 89.00
Invesco Floating Rate Municipal Income Etf Etf (PVI) 0.0 $2.5k 100.00 24.89
Dover Corp Stock (DOV) 0.0 $2.2k 10.00 224.30
Expand Energy Corporation Stock (EXE) 0.0 $2.2k 24.00 91.21
Vanguard Russell 3000 Etf Etf (VTHR) 0.0 $2.0k 6.00 331.50
Vanguard Short-term Treasury Etf Etf (VGSH) 0.0 $1.6k 27.00 58.19
Chipotle Mexican Grill Stock (CMG) 0.0 $1.5k 45.00 34.00
Vanguard Long-term Treasury Etf Etf (VGLT) 0.0 $1.5k 27.00 55.19
Suncrete Inc Com Shs Cl A Stock 0.0 $1.4k 60.00 22.53
Waste Mgmt Inc Del Stock (WM) 0.0 $1.3k 6.00 222.83
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $989.998300 41.00 24.15
Versant Media Group Inc Com Cl A Stock (VSNT) 0.0 $864.000000 24.00 36.00
Novo-nordisk A S Adr (NVO) 0.0 $767.000000 16.00 47.94
Ferrari N V Stock (RACE) 0.0 $742.000000 2.00 371.00
Pinterest Inc Cl A Stock (PINS) 0.0 $736.001000 35.00 21.03
Woodside Energy Group Adr (WDS) 0.0 $695.998800 36.00 19.33
Mercer Intl Stock (MERC) 0.0 $497.998000 755.00 0.66
Brighthouse Finl Stock (BHF) 0.0 $442.999900 7.00 63.29
Solstice Advanced Matls Stock (SOLS) 0.0 $443.000000 5.00 88.60
Charter Communications Inc Cl A Stock (CHTR) 0.0 $426.999900 3.00 142.33
Viatris Stock (VTRS) 0.0 $381.000000 24.00 15.88
Paypal Hldgs Stock (PYPL) 0.0 $304.000200 7.00 43.43
Concentrix Corp Stock (CNXC) 0.0 $269.000400 12.00 22.42
Gildan Activewear Stock (GIL) 0.0 $258.000000 5.00 51.60
Fiserv Stock (FISV) 0.0 $245.000000 5.00 49.00