Olistico Wealth

Olistico Wealth as of Sept. 30, 2026

Portfolio Holdings for Olistico Wealth

Olistico Wealth holds 354 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Morningstar Growth Etf Etf (VUG) 9.5 $23M 253k 90.11
Apple Stock (AAPL) 8.5 $20M 61k 333.02
Vanguard Morningstar Total Stock Market Etf Etf (VTI) 6.8 $16M 44k 374.24
Vanguard Information Technology Etf Etf (VGT) 6.1 $15M 116k 125.67
Capital Group Dividend Value Etf Etf (CGDV) 4.4 $11M 217k 48.85
Nvidia Corporation Stock (NVDA) 4.3 $10M 45k 228.38
Vanguard Morningstar Value Etf Etf (VTV) 3.8 $9.2M 43k 216.08
Capital Group Growth Etf Etf (CGGR) 3.3 $7.9M 167k 47.43
Amazon Stock (AMZN) 2.8 $6.6M 27k 249.15
Capital Group International Focus Equity Etf Etf (CGXU) 1.9 $4.5M 130k 34.29
Microsoft Corp Stock (MSFT) 1.8 $4.2M 8.2k 512.93
Schwab Us Dividend Equity Etf Etf (SCHD) 1.7 $4.1M 125k 32.53
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.6 $3.9M 11k 344.08
Vanguard Morningstar Mega Cap Value Etf Etf (MGV) 1.6 $3.8M 24k 161.09
Broadcom Stock (AVGO) 1.6 $3.8M 11k 351.19
Oneok Stock 1.6 $3.7M 44k 85.27
Dimensional International Core Equity Market Etf Etf (DFAI) 1.4 $3.4M 83k 41.43
Dimensional U.s. Small Cap Etf Etf (DFAS) 1.3 $3.2M 41k 77.42
Capital Group Core Equity Etf Etf (CGUS) 1.3 $3.0M 68k 44.50
State Street Spdr S&p 500 Etf Etf (SPY) 1.3 $3.0M 3.9k 762.56
Eli Lilly & Co Stock (LLY) 1.2 $2.8M 2.4k 1157.19
Alliant Energy Corp Stock (LNT) 1.1 $2.5M 40k 63.30
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.9 $2.2M 49k 44.45
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.9 $2.1M 32k 66.44
Jpmorgan Chase & Co Stock (JPM) 0.8 $1.9M 5.7k 330.83
Vanguard Morningstar Large-cap Etf Etf (VV) 0.8 $1.9M 5.3k 351.88
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.8 $1.8M 35k 52.36
Dell Technologies Inc Cl C Stock (DELL) 0.7 $1.8M 3.3k 537.95
American Express Stock (AXP) 0.7 $1.7M 5.6k 304.08
Palantir Technologies Inc Cl A Stock (PLTR) 0.7 $1.7M 9.0k 187.05
Costco Wholesale Corporation Stock (COST) 0.7 $1.7M 1.8k 910.18
Vanguard S&p 500 Etf Etf (VOO) 0.7 $1.7M 2.4k 700.99
Caterpillar Stock (CAT) 0.7 $1.6M 2.0k 810.79
Ishares Core S&p Small Cap Etf Etf (IJR) 0.7 $1.6M 12k 136.04
Exxonmobil Holdings Corp Stock 0.6 $1.5M 9.5k 162.74
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.6 $1.5M 4.5k 340.70
Meta Platforms Inc Cl A Stock (META) 0.6 $1.5M 2.1k 725.18
Aaon Inc Com Par $0.004 Stock (AAON) 0.6 $1.5M 18k 82.76
Walmart Stock (WMT) 0.6 $1.4M 14k 103.92
Goldman Sachs Group Stock (GS) 0.6 $1.4M 1.6k 900.46
Advanced Micro Devices Stock (AMD) 0.6 $1.4M 2.2k 611.76
Coca Cola Stock (KO) 0.5 $1.3M 15k 86.08
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.5 $1.2M 7.4k 166.99
Vanguard Consumer Discretionary Etf Etf (VCR) 0.5 $1.2M 3.4k 364.71
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $1.1M 2.3k 497.95
Visa Inc Com Cl A Stock (V) 0.5 $1.1M 3.1k 359.34
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.5 $1.1M 56k 19.77
International Business Machs Stock (IBM) 0.5 $1.1M 5.0k 219.93
Mcdonalds Corp Stock (MCD) 0.5 $1.1M 4.7k 230.94
Enterprise Prods Partners Stock (EPD) 0.4 $977k 27k 35.61
Vanguard Health Care Etf Etf (VHT) 0.4 $955k 3.0k 316.13
Chevron Corporation Stock (CVX) 0.4 $941k 4.6k 204.19
Capital Group Global Growth Equity Etf Etf (CGGO) 0.4 $903k 23k 39.78
Caseys Gen Stores Stock (CASY) 0.4 $901k 1.5k 608.60
Rtx Corporation Stock (RTX) 0.4 $900k 4.8k 185.63
Procter & Gamble Stock (PG) 0.3 $775k 5.3k 145.28
Texas Instrs Stock (TXN) 0.3 $734k 2.6k 280.09
Williams Cos Stock (WMB) 0.3 $707k 10k 67.97
Lockheed Martin Corp Stock (LMT) 0.3 $687k 1.3k 509.25
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $684k 8.1k 84.08
Vanguard Total World Stock Etf Etf (VT) 0.3 $652k 4.1k 157.84
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.3 $632k 1.2k 508.37
Tesla Stock (TSLA) 0.2 $559k 1.6k 354.81
Tjx Cos Stock (TJX) 0.2 $530k 4.0k 132.31
Merck & Co Stock (MRK) 0.2 $505k 3.5k 145.33
Vanguard Extended Market Etf Etf (VXF) 0.2 $505k 2.2k 231.68
Unitedhealth Group Stock (UNH) 0.2 $503k 1.4k 367.08
Abbvie Stock (ABBV) 0.2 $493k 1.9k 261.52
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.2 $486k 3.5k 137.68
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.2 $482k 6.8k 70.51
Linde Stock (LIN) 0.2 $475k 1.0k 474.65
Vanguard Industrials Etf Etf (VIS) 0.2 $474k 1.5k 320.40
Home Depot Stock (HD) 0.2 $448k 1.6k 284.43
Space Exploration Techn Corp Class A Com Stk Stock (SPCX) 0.2 $438k 2.9k 150.86
Netflix Stock (NFLX) 0.2 $426k 6.1k 69.58
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $421k 4.3k 96.89
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $392k 529.00 740.01
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $382k 2.5k 155.20
Pfizer Stock (PFE) 0.2 $372k 13k 28.52
Helmerich & Payne Stock (HP) 0.2 $371k 10k 37.14
Vanguard Morningstar Small-cap Etf Etf (VB) 0.2 $367k 1.3k 284.53
Vanguard Morningstar Mid-cap Etf Etf (VO) 0.2 $360k 4.6k 78.42
Citigroup Stock (C) 0.1 $335k 2.6k 129.48
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.1 $332k 2.7k 123.08
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $321k 1.6k 195.75
Cisco Sys Stock (CSCO) 0.1 $314k 2.9k 107.63
Vanguard Russell 2000 Etf Etf (VTWO) 0.1 $290k 2.6k 112.24
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.1 $287k 3.5k 83.02
Corning Stock (GLW) 0.1 $286k 1.9k 153.76
Ishares Select Dividend Etf Etf (DVY) 0.1 $282k 1.9k 152.07
Johnson & Johnson Stock (JNJ) 0.1 $276k 1.0k 264.74
Snowflake Stock (SNOW) 0.1 $267k 786.00 339.56
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.1 $264k 2.4k 108.84
Charles Schwab Corp Stock (SCHW) 0.1 $263k 2.7k 97.76
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $249k 2.0k 125.29
Vanguard Core Bond Etf Etf (VCRB) 0.1 $249k 3.4k 73.62
Vanguard Communication Services Etf Etf (VOX) 0.1 $248k 1.3k 190.59
Ishares Semiconductor Etf Etf (SOXX) 0.1 $245k 430.00 568.64
Capital Group Core Plus Income Etf Etf (CGCP) 0.1 $243k 12k 21.17
Applied Matls Stock (AMAT) 0.1 $194k 380.00 511.38
Prosperity Bancshares Stock (PB) 0.1 $190k 2.9k 66.21
Nextera Energy Stock (NEE) 0.1 $189k 2.5k 75.74
Micron Technology Stock (MU) 0.1 $183k 172.00 1065.12
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $169k 2.0k 84.96
Oracle Corp Stock (ORCL) 0.1 $169k 1.2k 137.30
Mastercard Incorporated Cl A Stock (MA) 0.1 $168k 304.00 551.47
Union Pac Corp Stock (UNP) 0.1 $166k 611.00 272.23
Ge Aerospace Stock (GE) 0.1 $166k 530.00 312.29
Devon Energy Corp Stock (DVN) 0.1 $161k 3.5k 46.04
Ge Vernova Stock (GEV) 0.1 $161k 169.00 950.49
Vanguard Energy Etf Etf (VDE) 0.1 $155k 902.00 172.24
Clorox Co Del Stock (CLX) 0.1 $152k 1.9k 81.01
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $147k 4.9k 30.00
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT) 0.1 $139k 475.00 292.10
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $136k 512.00 264.75
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.1 $135k 2.8k 48.18
At&t Stock (T) 0.1 $134k 5.5k 24.40
Delta Air Lines Stock (DAL) 0.1 $132k 1.6k 83.46
Kla Corp Stock (KLAC) 0.1 $128k 659.00 194.88
Ishares Russell Midcap Etf Etf (IWR) 0.1 $128k 1.2k 106.72
Taiwan Semiconductor Manufact Adr (TSM) 0.1 $123k 269.00 456.25
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $121k 1.7k 70.61
Ishares Russell 2000 Etf Etf (IWM) 0.0 $118k 423.00 277.89
Bank Of Montreal Stock (BMO) 0.0 $117k 700.00 167.25
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $107k 1.1k 102.18
Ishares Msci Eafe Etf Etf (EFA) 0.0 $106k 1.0k 103.89
Pepsico Stock (PEP) 0.0 $105k 832.00 126.72
Williams Cos Options Put Option 0.0 $102k 1.5k 67.97
Kimbell Rty Partners Lp Unit Stock (KRP) 0.0 $97k 6.8k 14.28
American Elec Pwr Stock (AEP) 0.0 $95k 802.00 118.64
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.0 $91k 1.4k 66.76
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.0 $88k 1.4k 61.50
Philip Morris Intl Stock (PM) 0.0 $88k 461.00 190.63
Invesco Senior Loan Etf Etf (BKLN) 0.0 $86k 4.2k 20.43
Capital Group U.s. Multi-sector Income Etf Etf (CGMS) 0.0 $85k 3.2k 26.23
Vanguard Morningstar Mid-cap Value Etf Etf (VOE) 0.0 $84k 430.00 195.53
Tc Energy Corp Stock (TRP) 0.0 $81k 1.4k 58.04
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $80k 2.3k 35.72
Fortinet Stock (FTNT) 0.0 $77k 429.00 178.76
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $76k 474.00 160.74
Bank Of Amer Corp Stock (BAC) 0.0 $76k 1.4k 54.41
Bristol-myers Squibb Stock (BMY) 0.0 $75k 1.2k 62.40
Allstate Corp Stock (ALL) 0.0 $73k 328.00 221.86
Bank Of Ny Mellon Corp Stock (BNY) 0.0 $72k 500.00 144.63
Blackrock Stock (BLK) 0.0 $70k 66.00 1058.29
Borgwarner Stock (BWA) 0.0 $67k 1.1k 60.09
Eaton Vance Tax-managed Buy- Cef (ETV) 0.0 $66k 4.4k 14.92
Bok Finl Corp Stock (BOKF) 0.0 $63k 500.00 126.40
Southern Stock (SO) 0.0 $62k 752.00 82.89
Arista Networks Stock (ANET) 0.0 $62k 305.00 203.59
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.0 $61k 363.00 168.34
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.0 $60k 1.1k 53.40
Honeywell Intl Stock (HON) 0.0 $60k 285.00 210.94
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.0 $59k 1.6k 37.02
Kimberly-clark Corp Stock (KMB) 0.0 $59k 600.00 97.43
Fedex Corp Stock (FDX) 0.0 $58k 205.00 285.09
Us Bancorp Stock (USB) 0.0 $58k 1.0k 57.76
Automatic Data Processing Stock (ADP) 0.0 $57k 221.00 258.46
Boeing Stock (BA) 0.0 $56k 300.00 186.05
Unilever Adr (UL) 0.0 $54k 888.00 60.73
Northern Tr Corp Stock (NTRS) 0.0 $51k 300.00 169.36
Abbott Laboratories Stock (ABT) 0.0 $50k 508.00 98.83
Starbucks Corp Stock (SBUX) 0.0 $49k 520.00 93.96
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $48k 205.00 232.83
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $48k 525.00 90.84
Danaher Corp Del Stock (DHR) 0.0 $46k 209.00 221.55
Corteva Stock (CTVA) 0.0 $45k 581.00 77.65
Disney Walt Stock (DIS) 0.0 $44k 421.00 104.90
Caris Life Sciences Stock (CAI) 0.0 $44k 1.4k 30.63
Kratos Defense & Sec Solutions Stock (KTOS) 0.0 $43k 1.0k 42.69
Eog Res Stock (EOG) 0.0 $43k 309.00 137.60
Te Connectivity Plc Ord Stock (TEL) 0.0 $42k 200.00 211.08
Amgen Stock (AMGN) 0.0 $42k 100.00 421.51
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.0 $41k 1.0k 40.58
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $41k 2.4k 17.00
Intuitive Surgical Stock (ISRG) 0.0 $40k 99.00 406.63
Cummins Stock (CMI) 0.0 $40k 77.00 516.60
Ishares Global 100 Etf Etf (IOO) 0.0 $40k 276.00 144.01
Targa Res Corp Stock (TRGP) 0.0 $40k 146.00 270.31
Centerpoint Energy Stock (CNP) 0.0 $39k 1.1k 36.81
Chubb Stock (CB) 0.0 $37k 115.00 325.25
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU) 0.0 $37k 455.00 81.67
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.0 $37k 473.00 77.25
Altria Group Stock (MO) 0.0 $36k 541.00 67.34
Air Products And Chemicals Stock (APD) 0.0 $36k 130.00 278.23
Ishares Morningstar U.s. Equity Etf Etf (ILCB) 0.0 $36k 340.00 105.66
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $35k 626.00 56.22
Vanguard Short-term Treasury Etf Etf (VGSH) 0.0 $35k 601.00 57.56
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $35k 372.00 92.75
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.0 $35k 696.00 49.55
Thermo Fisher Scientific Stock (TMO) 0.0 $34k 50.00 675.06
Dupont De Nemours Stock (DD) 0.0 $32k 243.00 129.89
First Finl Bankshares Stock (FFIN) 0.0 $31k 989.00 31.74
Phillips 66 Stock (PSX) 0.0 $30k 119.00 255.45
Firstenergy Corp Stock (FE) 0.0 $30k 700.00 43.33
Johnson Ctls Intl Stock (JCI) 0.0 $30k 200.00 148.65
Duke Energy Corp Stock (DUK) 0.0 $30k 260.00 114.19
Lam Research Corp Stock (LRCX) 0.0 $30k 90.00 328.51
Sabine Rty Tr Unit Ben Int Stock (SBR) 0.0 $30k 427.00 69.15
Morgan Stanley Stock (MS) 0.0 $29k 154.00 188.08
C3 Ai Inc Cl A Stock (AI) 0.0 $28k 2.5k 10.99
State Street Spdr Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.0 $27k 155.00 174.31
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.0 $26k 275.00 94.48
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $25k 33.00 765.85
State Street Materials Select Sector Spdr Etf Etf (XLB) 0.0 $25k 513.00 48.70
Vanguard Ftse Pacific Etf Etf (VPL) 0.0 $25k 215.00 115.81
Cvs Health Corp Stock (CVS) 0.0 $25k 290.00 85.69
Wec Energy Group Stock (WEC) 0.0 $25k 245.00 100.78
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.0 $24k 399.00 61.26
Ishares Msci Canada Etf Etf (EWC) 0.0 $24k 415.00 58.38
Ford Mtr Stock (F) 0.0 $24k 2.0k 12.06
Intel Corp Stock (INTC) 0.0 $24k 200.00 120.23
Capital One Finl Corp Stock (COF) 0.0 $24k 124.00 193.07
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $24k 413.00 57.82
Nxp Semiconductors N V Stock (NXPI) 0.0 $24k 100.00 237.53
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $23k 25.00 922.36
Fifth Third Bancorp Stock (FITB) 0.0 $23k 453.00 50.58
Carrier Global Corporation Stock (CARR) 0.0 $22k 400.00 54.86
Oge Energy Corp Stock (OGE) 0.0 $22k 480.00 45.42
American Tower Corp Reit (AMT) 0.0 $22k 133.00 163.69
First Trust Smith Unconstrained Bond Etf Etf (UCON) 0.0 $22k 913.00 23.74
Northern Trust Quality Dividend Etf Etf (QDF) 0.0 $20k 225.00 90.24
Constellation Energy Corp Stock (CEG) 0.0 $20k 77.00 254.03
Qnity Electronics Stock (Q) 0.0 $19k 150.00 125.74
Yum Brands Stock (YUM) 0.0 $19k 138.00 136.38
Totalenergies Se Act Stock (TTE) 0.0 $19k 218.00 85.97
Texas Pacific Land Corporation Stock (TPL) 0.0 $19k 57.00 325.82
Genuine Parts Stock (GPC) 0.0 $18k 146.00 126.07
Comcast Corp New Cl A Stock (CMCSA) 0.0 $18k 819.00 21.76
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $18k 120.00 148.30
Trane Technologies Stock (TT) 0.0 $17k 37.00 451.97
Super Micro Computer Stock (SMCI) 0.0 $16k 400.00 41.07
Vaneck Semiconductor Etf Etf (SMH) 0.0 $16k 26.00 609.00
Vanguard Russell 1000 Value Etf Etf (VONV) 0.0 $16k 144.00 108.70
Medtronic Stock (MDT) 0.0 $16k 180.00 86.29
Ingersoll Rand Stock (IR) 0.0 $15k 201.00 75.11
Halliburton Stock (HAL) 0.0 $15k 466.00 31.80
One Gas Stock (OGS) 0.0 $14k 200.00 71.87
Truist Finl Corp Stock (TFC) 0.0 $14k 300.00 46.30
Baker Hughes Company Cl A Stock (BKR) 0.0 $14k 250.00 54.90
Ulta Beauty Stock (ULTA) 0.0 $14k 25.00 546.16
Apollo Global Mgmt Stock (APO) 0.0 $13k 115.00 116.06
Intercontinental Exchange Stock (ICE) 0.0 $13k 86.00 152.03
Hewlett Packard Enterprise Stock (HPE) 0.0 $13k 200.00 63.89
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $13k 408.00 30.95
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.0 $12k 509.00 24.36
Hancock John Pfd Income Fd Iii Cef (HPS) 0.0 $12k 1.0k 12.04
Mp Materials Corp Com Cl A Stock (MP) 0.0 $12k 252.00 47.29
Dow Hldgs Stock (DOW) 0.0 $12k 428.00 27.54
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) 0.0 $12k 549.00 21.44
Bank Of N T Butterfield & Son Stock (NTB) 0.0 $12k 200.00 57.86
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.0 $12k 128.00 89.76
Phinia Stock (PHIN) 0.0 $11k 192.00 59.43
First Trust Eip Power Solutions Etf Etf (FPWR) 0.0 $11k 325.00 34.33
Fedex Fght Hldg Stock (FDXF) 0.0 $11k 102.00 109.38
Bitwise Bitcoin Etf Trust Etf (BITB) 0.0 $11k 240.00 45.36
Vanguard Total Bond Market Etf Etf (BND) 0.0 $11k 154.00 70.15
Otis Worldwide Corp Stock (OTIS) 0.0 $11k 166.00 64.32
Sysco Corp Stock (SYY) 0.0 $10k 133.00 77.96
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.0 $9.9k 98.00 100.55
Schwab Us Tips Etf Etf (SCHP) 0.0 $9.9k 392.00 25.13
Ecolab Stock (ECL) 0.0 $9.6k 35.00 274.57
Baxter Intl Stock (BAX) 0.0 $9.6k 400.00 24.00
Conocophillips Stock (COP) 0.0 $9.3k 75.00 124.41
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.0 $9.3k 375.00 24.83
South Bow Corp Stock (SOBO) 0.0 $9.3k 280.00 33.21
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $9.2k 50.00 183.38
State Str Corp Stock (STT) 0.0 $8.8k 50.00 176.20
Regions Financial Corp Stock (RF) 0.0 $8.8k 326.00 26.88
Southwest Airls Stock (LUV) 0.0 $8.7k 210.00 41.64
Ishares U.s. Consumer Staples Etf Etf (IYK) 0.0 $8.5k 120.00 70.73
Bhp Billiton Adr (BHP) 0.0 $8.5k 100.00 84.84
Kayne Anderson Energy Infrstr Cef (KYN) 0.0 $8.4k 620.00 13.60
Ge Healthcare Technologies Stock (GEHC) 0.0 $8.2k 125.00 65.37
Janus Henderson Aaa Clo Etf Etf (JAAA) 0.0 $8.1k 161.00 50.47
Servicenow Stock (NOW) 0.0 $8.0k 60.00 134.02
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $8.0k 87.00 92.17
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $7.9k 72.00 110.28
The Campbells Company Stock (CPB) 0.0 $7.9k 400.00 19.83
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $7.9k 12.00 656.75
Autonation Stock (AN) 0.0 $7.9k 50.00 157.44
Kinder Morgan Inc Del Stock (KMI) 0.0 $7.8k 260.00 30.15
Ishares Tips Bond Etf Etf (TIP) 0.0 $7.8k 75.00 104.04
Metlife Stock (MET) 0.0 $7.7k 82.00 94.16
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $7.4k 25.00 296.12
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $7.3k 23.00 317.35
Celestica Stock (CLS) 0.0 $7.3k 20.00 362.75
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $7.2k 84.00 85.48
Astrazeneca Plc Ord Adr (AZN) 0.0 $7.2k 44.00 163.11
United Parcel Svcs Inc Cl B Stock (UPS) 0.0 $7.0k 75.00 93.44
Verizon Communications Stock (VZ) 0.0 $6.9k 150.00 45.87
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $6.9k 77.00 89.31
Waystar Hldg Corp Stock (WAY) 0.0 $6.3k 250.00 25.34
HP Stock (HPQ) 0.0 $6.3k 200.00 31.28
Ishares Us Financial Services Etf Etf (IYG) 0.0 $6.2k 69.00 89.91
Salesforce Stock (CRM) 0.0 $6.2k 27.00 229.56
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC) 0.0 $5.7k 39.00 145.05
Ishares Morningstar Small Cap Value Etf Etf (ISCV) 0.0 $5.6k 75.00 74.80
Vanguard Materials Etf Etf (VAW) 0.0 $5.5k 25.00 218.16
Honeywell Aerospace Stock (HONA) 0.0 $5.4k 35.00 154.97
Xpo Stock (XPO) 0.0 $5.3k 30.00 175.97
Vanguard Financials Etf Etf (VFH) 0.0 $5.1k 39.00 130.10
Xcel Energy Stock (XEL) 0.0 $5.0k 71.00 70.48
Kyndryl Hldgs Stock (KD) 0.0 $4.6k 410.00 11.26
Vanguard Consumer Staples Etf Etf (VDC) 0.0 $4.6k 21.00 218.19
Boston Scientific Corp Stock (BSX) 0.0 $4.5k 104.00 43.65
Canadian Nat Res Ltd Med Term Stock (CNQ) 0.0 $4.5k 96.00 47.07
Wells Fargo & Co Stock (WFC) 0.0 $4.4k 55.00 80.05
Global X Ai Semiconductor & Quantum Etf Etf (CHPX) 0.0 $4.3k 43.00 101.09
Shell Plc Spon Ads Adr (SHEL) 0.0 $4.3k 45.00 94.56
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.0 $3.9k 49.00 80.59
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $3.9k 29.00 135.62
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.0 $3.9k 69.00 56.67
State Street Communication Services Select Sector Spdr Etf Etf (XLC) 0.0 $3.9k 35.00 110.97
Pentair Stock (PNR) 0.0 $3.8k 72.00 52.99
Empire Pete Corp Stock 0.0 $3.8k 1.7k 2.28
Canadian Pacific Kansas City Stock (CP) 0.0 $3.7k 43.00 85.37
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $3.7k 22.00 166.27
Magnum Ice Cream Co Nv Ord Stock (MICC) 0.0 $3.6k 200.00 17.84
CKX LDS Stock (CKX) 0.0 $3.6k 339.00 10.48
Coreweave Inc Com Cl A Stock (CRWV) 0.0 $3.5k 40.00 87.12
Kinross Gold Corp Stock (KGC) 0.0 $3.5k 144.00 24.08
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $3.3k 42.00 78.31
Evergy Stock (EVRG) 0.0 $3.2k 41.00 78.44
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.0 $3.2k 80.00 39.44
Generac Hldgs Stock (GNRC) 0.0 $3.1k 15.00 206.93
Td Synnex Corporation Stock (SNX) 0.0 $3.1k 12.00 256.83
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 0.0 $3.0k 120.00 25.39
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.0 $2.9k 57.00 51.23
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.0 $2.8k 53.00 52.51
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $2.7k 30.00 89.47
Invesco Floating Rate Municipal Income Etf Etf (PVI) 0.0 $2.5k 100.00 24.95
Expand Energy Corporation Stock (EXE) 0.0 $2.0k 24.00 84.08
Dover Corp Stock (DOV) 0.0 $1.9k 10.00 187.10
Lululemon Athletica Stock (LULU) 0.0 $1.4k 15.00 96.20
Chipotle Mexican Grill Stock (CMG) 0.0 $1.4k 45.00 31.96
Vanguard Long-term Treasury Etf Etf (VGLT) 0.0 $1.4k 27.00 50.15
Waste Mgmt Inc Del Stock (WM) 0.0 $1.2k 6.00 204.00
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.0 $1.2k 11.00 106.45
Hartford Insurance Group Stock (HIG) 0.0 $979.000000 8.00 122.38
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $978.001700 41.00 23.85
Woodside Energy Group Adr (WDS) 0.0 $798.001200 36.00 22.17
Ferrari N V Stock (RACE) 0.0 $787.000000 2.00 393.50
Suncrete Inc Com Shs Cl A Stock 0.0 $772.002000 60.00 12.87
Versant Media Group Inc Com Cl A Stock (VSNT) 0.0 $760.999200 24.00 31.71
Novo-nordisk A S Adr (NVO) 0.0 $607.000000 16.00 37.94
Viatris Stock (VTRS) 0.0 $424.999200 24.00 17.71
Paypal Hldgs Stock (PYPL) 0.0 $371.000000 7.00 53.00
Brighthouse Finl Stock (BHF) 0.0 $348.999700 7.00 49.86
Charter Communications Inc Cl A Stock (CHTR) 0.0 $333.000000 3.00 111.00
Concentrix Corp Stock (CNXC) 0.0 $299.000400 12.00 24.92
Solstice Advanced Matls Stock (SOLS) 0.0 $282.000000 5.00 56.40
Mercer Intl Stock (MERC) 0.0 $233.974500 755.00 0.31
Fiserv Stock (FISV) 0.0 $226.000000 5.00 45.20