Osbon Capital Management

Osbon Capital Management as of Dec. 31, 2025

Portfolio Holdings for Osbon Capital Management

Osbon Capital Management holds 353 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 World Fd Inf Tech Etf Cl A Com (VGT) 12.7 $14M 18k 753.76
Vanguard Index Fds Vanguard Total Stk Mkt Etf Value Etf (VTI) 11.2 $12M 36k 335.27
Invesco Qqq Tr Unit Ser 1 Shs Ben Int (QQQ) 10.8 $12M 19k 614.30
Ishares Tr Rus 1000 Grw Etf Rus 2000 Grw Etf (IWF) 8.4 $9.0M 19k 473.30
wisdomtreetrusdivd.. (DGRW) 3.7 $3.9M 44k 89.43
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt State Street Spd (SPY) 3.0 $3.2M 4.6k 681.95
Ishares Tr Ishares Semicdtr Msci Intl Qualty (SOXX) 2.8 $3.0M 9.9k 301.15
Vanguard Small-cap Index Fund Div App Etf (VB) 2.3 $2.5M 9.7k 257.94
Cloudflare Inc Cl A Cl A Com (NET) 2.3 $2.5M 13k 197.15
Blackstone Secd Lending Common Stock (BXSL) 2.1 $2.2M 85k 26.33
Vaneck Etf Trust Semiconductr Etf Van Ftse Dev Mkt (SMH) 1.8 $2.0M 5.4k 360.10
Grayscale Bitcoin Ord (GBTC) 1.8 $1.9M 28k 68.36
Microsoft Corp Com Cl A (MSFT) 1.4 $1.5M 3.1k 483.62
Golub Capital BDC (GBDC) 1.4 $1.5M 112k 13.57
Apple (AAPL) 1.3 $1.4M 5.2k 271.88
Spdr Dow Jones Indl Average Et Ut Ser 1 Euro Stoxx 50 (DIA) 1.3 $1.3M 2.8k 480.56
Ark Etf Trust Innovation Etf Innovation Etf (ARKK) 1.2 $1.3M 17k 76.92
Tesla Motors (TSLA) 1.1 $1.2M 2.7k 449.64
Vanguard Index Funds S&p 500 Etf Usd Ftse Emr Mkt Etf (VOO) 1.1 $1.2M 1.9k 627.05
Etfs Gold Tr Physcl Gold Physcl Gold Shs (SGOL) 1.0 $1.1M 27k 41.08
First Trust Cloud Computing Etf Cloud Computing (SKYY) 1.0 $1.1M 8.4k 130.07
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) 0.9 $956k 3.0k 313.78
Facebook Inc cl a (META) 0.9 $925k 1.4k 660.26
Ark Etf Tr Next Gnrtn Inter Next Gnrtn Inter (ARKW) 0.8 $898k 6.1k 147.72
Amazon (AMZN) 0.8 $807k 3.5k 230.83
Kelly Strategic Etf Trust (RUNN) 0.8 $803k 24k 33.34
Ishares Bitcoin Trust Etf Core Msci Euro (IBIT) 0.7 $775k 16k 49.65
Visa (V) 0.7 $758k 2.2k 350.73
Celestica (CLS) 0.7 $755k 2.6k 295.65
Sphere Entertainment Co Com Usd0.01 Class A SHS (SPHR) 0.7 $737k 7.8k 95.08
NVIDIA Corporation (NVDA) 0.7 $715k 3.8k 186.50
Select Sector Spdr Trust State Street Health Care Select Sector Spdr Etf State Street Tec (XLV) 0.7 $711k 4.6k 154.81
Fidelity Wise Origin Bitcoin Fund SHS (FBTC) 0.6 $624k 8.2k 76.23
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) 0.6 $611k 2.0k 313.00
Spdr Gold Tr Gold Tr Unit (GLD) 0.5 $562k 1.4k 396.33
Planet Labs Pbc Com Cl A (PL) 0.5 $555k 28k 19.72
Ishares Tr 20 Yr Tr Bd Etf Eafe Grwth Etf (TLT) 0.4 $478k 5.5k 87.16
Amgen (AMGN) 0.4 $440k 1.3k 327.39
Crowdstrike Hldgs Inc Cl A Cl A (CRWD) 0.4 $434k 926.00 468.76
Invesco Exchange Traded Fd Tr Buyback Achiev Rafi Dvlpd Mrkts (PKW) 0.4 $420k 3.1k 134.30
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Total Stk Mkt (VUG) 0.4 $400k 819.00 488.11
Nextpower Inc. Class A Ord Shs Cl A (NXT) 0.4 $394k 4.5k 87.10
Ishares Msci Israel Etf Russell 2000 Etf (EIS) 0.3 $361k 3.3k 110.02
Palantir Technologies (PLTR) 0.3 $346k 1.9k 177.73
Symbotic (SYM) 0.3 $334k 5.6k 59.49
Ishares Tr Rus 2000 Grw Etf U.s. Insrnce Etf (IWO) 0.3 $330k 1.0k 323.00
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B) 0.3 $325k 646.00 502.34
MasterCard Incorporated (MA) 0.3 $304k 533.00 570.80
Ishares Core S&p Small-cap E Europe Etf (IJR) 0.3 $274k 2.3k 120.18
Wisdomtree Tr Cloud Computng Us Qtly Div Grt (WCLD) 0.3 $272k 7.8k 35.01
Broadcom (AVGO) 0.2 $249k 721.00 345.88
Taiwan Semiconductor Mfg (TSM) 0.2 $243k 801.00 303.79
Nu Hldgs Ltd Ord Shs Cl A (NU) 0.2 $227k 14k 16.74
Asml Holding Nv Eur0.09 Ny Registry Shs 2012 N Y Registry Shs (ASML) 0.2 $219k 204.00 1070.91
Grayscale Bitcoin Mini Tr Etf Shs Rep Com Ut (BTC) 0.2 $214k 5.5k 38.73
Netflix (NFLX) 0.2 $212k 2.3k 93.76
Adobe Systems Incorporated (ADBE) 0.2 $211k 602.00 349.99
Doordash Inc Cl A Cl A (DASH) 0.2 $209k 921.00 226.45
Owl Rock Capital Corporation (OBDC) 0.2 $207k 17k 12.43
Core Scientific (CORZ) 0.2 $202k 14k 14.56
Schwab Strategic Tr Us Large-cap Etf Us Sml Cap Etf (SCHX) 0.2 $201k 7.5k 26.91
Qxo (QXO) 0.2 $201k 10k 19.29
Select Sector Spdr Trust State Street Technology Select Sector Spdr Etf State Street Uti (XLK) 0.2 $197k 1.4k 143.98
Ishares Tr Eafe Grwth Etf Gl Clean Ene Etf (EFG) 0.2 $195k 1.7k 113.90
Ishares Core S&p Mid-cap Etf Core S&p Scp Etf (IJH) 0.2 $187k 2.8k 66.00
Morgan Stanley Direct Le (MSDL) 0.2 $185k 11k 16.48
Butterfly Network Inc Com Cl A Com Cl A (BFLY) 0.2 $181k 48k 3.80
Shopify Inc cl a (SHOP) 0.2 $180k 1.1k 160.99
Sea Limited Ads Each Rep One Class A Ord Ord Shs (SE) 0.2 $175k 1.4k 127.58
Amphenol Corp Class A Com Usd0.001 Cl A (APH) 0.2 $170k 1.3k 135.14
Goldman Sachs Bdc SHS (GSBD) 0.1 $160k 17k 9.28
Vanguard Intl Equity Index Fds Tt Wrld St Etf Large Cap Etf (VT) 0.1 $160k 1.1k 141.02
Costco Wholesale Corporation (COST) 0.1 $149k 173.00 860.35
Intuitive Surgical Kbw Bk Etf (ISRG) 0.1 $148k 262.00 566.36
Johnson & Johnson (JNJ) 0.1 $146k 706.00 206.88
Ishares Inc Msci Jpn Etf Msci Israel Etf (EWJ) 0.1 $146k 1.8k 80.74
Wisdomtree India Earnings Fund Intl Smcap Div (EPI) 0.1 $141k 3.0k 46.28
Ishares Europe Etf Ishares New (IEV) 0.1 $141k 2.1k 68.59
salesforce (CRM) 0.1 $139k 526.00 265.01
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr S&p 500 Etf Shs (VTV) 0.1 $139k 726.00 191.10
Trilogy Metals (TMQ) 0.1 $136k 31k 4.31
Api Group Corp Com Stk Com Stk (APG) 0.1 $127k 3.3k 38.26
Vanguard Developed Markets Index Fund Etf Extend Mkt Etf (VEA) 0.1 $118k 1.9k 62.47
Datadog Inc Cl A Cl A Com (DDOG) 0.1 $116k 850.00 135.96
Exxon Mobil Corporation (XOM) 0.1 $115k 957.00 120.31
Coreweave Inc Com Cl A Com Cl A (CRWV) 0.1 $114k 1.6k 71.60
Gra (GGG) 0.1 $111k 1.4k 81.96
MercadoLibre (MELI) 0.1 $97k 48.00 2014.25
Pjt Partners Inc Com Cl A Com Cl A (PJT) 0.1 $94k 559.00 167.23
Blackstone Group Inc Com Cl A (BX) 0.1 $92k 599.00 154.12
IDEX Corporation (IEX) 0.1 $91k 511.00 177.78
Tidal Trust I The Free Markets Etf Unlimited Hfnd (FMKT) 0.1 $88k 4.1k 21.57
Veeva Systems Com Shs (VEEV) 0.1 $86k 387.00 223.27
Martin Marietta Materials (MLM) 0.1 $85k 136.00 622.66
Duolingo Inc Cl A Cl A Com (DUOL) 0.1 $84k 478.00 175.44
Vanguard Whitehall Fds High Div Yld Inf Tech Etf (VYM) 0.1 $81k 566.00 143.63
Accenture Shs Class A (ACN) 0.1 $79k 294.00 268.55
Abbvie (ABBV) 0.1 $74k 325.00 228.54
Etf Ser Solutions Defiance Connect Defiance Connect (SIXG) 0.1 $73k 1.1k 63.81
Ge Vernova (GEV) 0.1 $69k 105.00 653.57
Intuit Com New (INTU) 0.1 $67k 101.00 662.42
Starbucks Corp Com Usd0.001 Cl A New (SBUX) 0.1 $67k 794.00 84.21
Aurora Innovation Inc Class A Class A Com (AUR) 0.1 $67k 17k 3.84
Ge Aerospace Com New (GE) 0.1 $65k 211.00 308.03
Albemarle Corporation (ALB) 0.1 $65k 459.00 141.41
Ishares Tr U.s. Insrnce Etf Msci Emg Mkt Etf (IAK) 0.1 $61k 450.00 136.30
Vanguard Extended Markets Index Fund Growth Etf (VXF) 0.1 $59k 280.00 209.34
Rivian Automotive Inc Class A (RIVN) 0.1 $57k 2.9k 19.71
Capital Southwest Corporation (CSWC) 0.1 $55k 2.5k 22.15
Bristol Myers Squibb (BMY) 0.1 $55k 1.0k 53.94
Automatic Data Processing (ADP) 0.0 $52k 201.00 256.69
Hyliion Holdings Cl A Ord (HYLN) 0.0 $51k 28k 1.84
Grail (GRAL) 0.0 $51k 595.00 85.55
Upstart Hldgs Com New (UPST) 0.0 $49k 1.1k 43.73
Affirm Holdings Inc Class A Com Cl A (AFRM) 0.0 $49k 661.00 74.43
Danaher Corporation (DHR) 0.0 $49k 213.00 228.92
Snowflake Inc Cl A (SNOW) 0.0 $47k 214.00 219.34
Advanced Micro Devices (AMD) 0.0 $47k 219.00 214.29
Cme (CME) 0.0 $46k 167.00 273.77
Micron Technology (MU) 0.0 $45k 158.00 285.41
Roku (ROKU) 0.0 $45k 415.00 108.49
Coupang Inc Cl A Cl A (CPNG) 0.0 $45k 1.9k 23.59
Invesco Exchange- Traded Fund Trust Invesco Rafi Us 1000 Etf Unit Ser 1 (PRF) 0.0 $44k 945.00 46.92
Ecolab (ECL) 0.0 $43k 165.00 262.52
Block Inc Cl A Cl A (XYZ) 0.0 $43k 660.00 65.08
First Trust Us Equity Opportunities Etf Us Eqty Oppt Etf (FPX) 0.0 $43k 261.00 163.87
Goldman Sachs (GS) 0.0 $42k 48.00 879.00
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf Solar Etf (QQQM) 0.0 $42k 164.00 252.92
Schwab International Equity Etf Fundamental Us S (SCHF) 0.0 $40k 1.7k 24.04
International Business Machines (IBM) 0.0 $39k 132.00 296.21
First Tr Exchange Traded Fd Dow Jones Internet Index Dj Internt Idx (FDN) 0.0 $38k 141.00 269.47
Applovin Corp Com Cl A Com Cl A (APP) 0.0 $36k 54.00 673.81
Apollo Global Mgmt (APO) 0.0 $36k 250.00 144.76
Wal-Mart Stores (WMT) 0.0 $36k 324.00 111.41
Schwab Strategic Tr Us Small-cap Etf Us Dividend Eq (SCHA) 0.0 $36k 1.3k 28.48
Texas Instruments Inc Com Usd1.00 Com Cl A (TXN) 0.0 $36k 205.00 173.64
JPMorgan Chase & Co. (JPM) 0.0 $35k 109.00 321.90
Spotify Technology Sa (SPOT) 0.0 $35k 60.00 580.72
Synopsys (SNPS) 0.0 $34k 73.00 466.58
Procap Finl (BRR) 0.0 $34k 9.5k 3.53
Utilities SPDR (XLU) 0.0 $32k 756.00 42.71
Ares Management Corporation Cl A Com Stk Cl A Com Stk (ARES) 0.0 $32k 198.00 161.63
Cisco Systems (CSCO) 0.0 $32k 409.00 77.11
Ishares Russell 2000 Etf 20 Yr Tr Bd Etf (IWM) 0.0 $31k 127.00 246.16
Wisdomtree Emerging Markets Smallcap Dividend Fund India Erngs Fd (DGS) 0.0 $30k 529.00 57.24
Twilio Inc cl a (TWLO) 0.0 $30k 211.00 142.40
Coinbase Global, Inc. Class A Com Cl A (COIN) 0.0 $30k 132.00 225.70
Intel Corp Com Usd0.001 Com Cl A (INTC) 0.0 $30k 800.00 36.90
Home Depot (HD) 0.0 $29k 85.00 344.72
Oxford Lane Cap Corp Cl A (OXLC) 0.0 $29k 2.0k 14.64
Wp Carey Cl A (WPC) 0.0 $29k 447.00 64.36
Applied Digital Corp Com Usd0.001 Com New (APLD) 0.0 $28k 1.2k 24.52
Vanguard Intl Equity Index Fds Ftse Europe Etf Tt Wrld St Etf (VGK) 0.0 $28k 335.00 83.61
Oracle Corporation (ORCL) 0.0 $28k 143.00 194.91
Chipotle Mexican Grill (CMG) 0.0 $28k 750.00 37.00
Schwab Strategic Tr Fundamental Us S Us Lrg Cap Etf (FNDA) 0.0 $28k 879.00 31.51
Franklin Templeton Holdings Tr Respbly Srcd Gld Respbly Srcd Gld (FGDL) 0.0 $27k 476.00 57.60
Nextera Energy Inc Com Usd0.01 Class A Com (NEE) 0.0 $27k 340.00 80.27
Valkyrie Etf Trust Ii Coinshares Bitcoin Mining Etf Bdc Income Etf (WGMI) 0.0 $27k 708.00 38.30
Booking Holdings (BKNG) 0.0 $27k 5.00 5355.40
Invesco Exchange- Traded Fund Trust Ii Invesco Rafi Developed Markets Ex-u.s. Etf Rafi Us 1000 Etf (PXF) 0.0 $27k 406.00 65.54
Call Call Call Option 0.0 $26k 77.00 343.00
Tidal Trust I Unlimited Hfnd Multi-strategy Return Tracker Etf Vistashares Arti (HFND) 0.0 $26k 1.2k 22.56
D.R. Horton (DHI) 0.0 $26k 183.00 143.83
Ishares Core Msci Europe Etf Core S&p500 Etf (IEUR) 0.0 $26k 368.00 70.98
Walt Disney Company (DIS) 0.0 $26k 229.00 113.75
Eli Lilly & Co. (LLY) 0.0 $25k 24.00 1053.04
Genpact Limited Com Stk Usd0.01 SHS (G) 0.0 $25k 529.00 46.78
Uber Technologies (UBER) 0.0 $25k 301.00 81.71
Porch Group (PRCH) 0.0 $25k 2.7k 9.13
Domino's Pizza (DPZ) 0.0 $24k 58.00 416.83
Insmed (INSM) 0.0 $24k 137.00 174.04
Philip Morris International (PM) 0.0 $24k 148.00 160.40
Invesco Exch Traded Fd Tr Ii Solar Etf Buyback Achiev (TAN) 0.0 $23k 475.00 49.12
Wisdomtree International Smallcap Dividend Fund Cloud Computng (DLS) 0.0 $23k 284.00 81.01
Paypal Holdings (PYPL) 0.0 $23k 387.00 58.41
Autodesk (ADSK) 0.0 $23k 76.00 296.01
Ark Etf Tr Genomic Rev Etf Genomic Rev Etf (ARKG) 0.0 $23k 776.00 28.99
Tidal Trust Iii Vistashares Artificial Intelligence Su Cl A (AIS) 0.0 $22k 592.00 37.78
Ishares Trust Msci Emg Mkts Etf Usd Dis Nasdaq Eqt Prem (EEM) 0.0 $22k 401.00 54.71
Abbott Laboratories (ABT) 0.0 $22k 174.00 125.48
Arista Networks Com Shs (ANET) 0.0 $21k 163.00 131.03
Mongodb Inc Cl A Com New (MDB) 0.0 $21k 50.00 419.68
Tyler Technologies (TYL) 0.0 $21k 46.00 453.96
3M Company (MMM) 0.0 $21k 130.00 160.10
Vanguard Specialized Funds Div App Etf High Div Yld (VIG) 0.0 $20k 92.00 219.78
Exchange Traded Concepts Tr Robo Global Robotics And Automation Index Etf Robo Glb Etf (ROBO) 0.0 $20k 281.00 69.31
Schwab Fundamental Us Large Company Index Etf Intl Eqty Etf (FNDX) 0.0 $18k 660.00 27.21
Merck &co Cl A (MRK) 0.0 $18k 169.00 105.53
Composecure Inc Com Cl A Com Cl A (GPGI) 0.0 $18k 919.00 19.28
Coherent Corp (COHR) 0.0 $18k 96.00 184.57
Vaneck Etf Tr Vaneck Bdc Income Etf Semiconductr Etf (BIZD) 0.0 $18k 1.2k 14.18
Deere & Company (DE) 0.0 $17k 37.00 465.57
Paramount Skydance Corp Cl B (PSKY) 0.0 $16k 1.2k 13.40
Blackrock (BLK) 0.0 $16k 15.00 1035.47
Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) 0.0 $15k 263.00 58.12
Robinhood Mkts Inc Com Cl A Cl A (HOOD) 0.0 $15k 135.00 113.10
Carvana Co Cl A Cl A (CVNA) 0.0 $15k 36.00 422.03
General Dynamics Corporation (GD) 0.0 $15k 45.00 336.67
Ishares Core S&p 500 Etf Core S&p Mcp Etf (IVV) 0.0 $15k 22.00 684.95
Natera (NTRA) 0.0 $14k 62.00 229.10
Roblox Corp Cl A Com Cl A (RBLX) 0.0 $14k 173.00 81.03
Call Call Call Option 0.0 $14k 25.00 559.00
Microchip Technology (MCHP) 0.0 $13k 208.00 63.72
Simon Property Group Com Shs (SPG) 0.0 $13k 71.00 185.11
Ford Motor Company (F) 0.0 $13k 1.0k 13.12
Eaton Corporation SHS (ETN) 0.0 $13k 41.00 317.51
Alibaba Group Holding Ltd Spon Ads Each Rep 8 Ord Sponsored Ads (BABA) 0.0 $13k 88.00 146.58
Ishares Gold Tr Ishares New Isin #us4642852044 Sedol #bkp74n6 Msci Japan Etf (IAU) 0.0 $13k 157.00 81.17
Servicenow (NOW) 0.0 $12k 80.00 153.19
Sempra Energy (SRE) 0.0 $12k 138.00 88.11
Seagate Technology Hldgs Pub Ltd Co Seagate Technology Holdings Plc Ordinary Shares Isin #ie00bkvd2n.. (STX) 0.0 $12k 43.00 275.40
Kimberly-Clark Corporation (KMB) 0.0 $12k 115.00 100.89
Amplify Tr Cybersecurity Etf Amplify Cybersec (HACK) 0.0 $12k 143.00 80.65
U.S. Bancorp (USB) 0.0 $12k 215.00 53.26
ON Semiconductor (ON) 0.0 $11k 211.00 54.15
Schwab Us Large-cap Growth Etf Sponsord Ads (SCHG) 0.0 $11k 347.00 32.62
Marsh & McLennan Companies 0.0 $11k 61.00 185.07
Truist Finl Corp Cl A (TFC) 0.0 $11k 225.00 49.31
Gilead Sciences (GILD) 0.0 $11k 90.00 122.74
Lockheed Martin Corporation (LMT) 0.0 $11k 23.00 475.22
Laird Superfood Inc Com Stk Cl A (LSF) 0.0 $11k 4.9k 2.22
Ishares Tr Msci Intl Qualty Rus 1000 Grw Etf (IQLT) 0.0 $11k 236.00 45.45
Paychex (PAYX) 0.0 $11k 95.00 112.48
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Europe Etf (VWO) 0.0 $11k 195.00 53.76
Coca-Cola Company (KO) 0.0 $10k 147.00 69.91
Schwab Charles Corp Fundamental Us L (SCHW) 0.0 $10k 102.00 99.91
Blackrock Science &tech Term Tr Com Shs Ben Int Usd0.001 Shs Ben Int (BSTZ) 0.0 $10k 450.00 22.61
PNC Financial Services (PNC) 0.0 $10k 48.00 210.58
Clorox Company (CLX) 0.0 $10k 100.00 100.83
M&T Bank Corporation (MTB) 0.0 $10k 50.00 201.48
Verizon Communications (VZ) 0.0 $10k 247.00 40.77
Toast Inc Cl A SHS (TOST) 0.0 $10k 283.00 35.51
Spdr Series Trust State Street S&p Biotech Etf Cl A (XBI) 0.0 $9.9k 81.00 122.57
O'reilly Automotive (ORLY) 0.0 $9.6k 105.00 91.21
Sofi Technologies Com New (SOFI) 0.0 $9.4k 358.00 26.18
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf Nasdaq 100 Etf (KBWB) 0.0 $9.3k 110.00 84.29
Strategy Inc Common Stock Class A Class A Com (MSTR) 0.0 $9.1k 60.00 151.95
Global X Fds Global X Uranium Global X Uranium (URA) 0.0 $8.5k 200.00 42.73
Ishares Tr Gl Clean Ene Etf Ishares Semicdtr (ICLN) 0.0 $8.1k 496.00 16.41
Prologis Ultrapro Short (PLD) 0.0 $8.1k 64.00 126.84
Dynatrace Com New (DT) 0.0 $8.1k 187.00 43.34
Illinois Tool Works (ITW) 0.0 $8.0k 33.00 243.58
Quanta Services Com Usd0.00001 Com New (PWR) 0.0 $8.0k 19.00 422.05
Take-Two Interactive Software (TTWO) 0.0 $7.9k 31.00 256.03
Spdr Euro Stoxx 50 Etf Gold Shs (FEZ) 0.0 $7.9k 123.00 64.39
Blackrock Technology And Private Equity Term Trust Common Shares Of Beneficial Interest Shs Ben Int (BTX) 0.0 $7.9k 1.2k 6.59
Price T Rowe Groups Com Usd0.20 Com Shs (TROW) 0.0 $7.7k 75.00 102.37
Pinterest Inc Cl A Com Cl A (PINS) 0.0 $7.5k 291.00 25.89
Rtx Corporation Com Usd1.00 Running Gwth Etf (RTX) 0.0 $7.5k 41.00 183.39
Atlassian Corporation Cl A Cl A (TEAM) 0.0 $7.5k 46.00 162.13
Palo Alto Networks Inc Com Usd0.0001 Com Cl B (PANW) 0.0 $7.4k 40.00 184.20
Wec Energy Group (WEC) 0.0 $7.4k 70.00 105.10
McDonald's Corporation (MCD) 0.0 $7.3k 24.00 305.62
NVR (NVR) 0.0 $7.3k 1.00 7293.00
Alnylam Pharmaceuticals (ALNY) 0.0 $7.2k 18.00 397.67
Astera Labs (ALAB) 0.0 $7.2k 43.00 166.35
Veralto Corp (VLTO) 0.0 $7.1k 71.00 99.77
Oxford Industries (OXM) 0.0 $6.8k 200.00 34.20
Guidewire Software (GWRE) 0.0 $6.8k 34.00 201.00
The Trade Desk Inc Com Cl A The Free Markets (TTD) 0.0 $6.8k 179.00 37.96
CBOE Holdings (CBOE) 0.0 $6.8k 27.00 251.00
McKesson Corporation (MCK) 0.0 $6.6k 8.00 820.25
Zoominfo Technologies Zoominfo Technologies Inc (GTM) 0.0 $6.5k 636.00 10.17
Washington Federal (WAFD) 0.0 $6.4k 200.00 32.03
Eastman Chemical Company (EMN) 0.0 $6.4k 100.00 63.83
Arbor Realty Trust (ABR) 0.0 $6.2k 805.00 7.76
Wen Acquisition Corp (WENNW) 0.0 $6.2k 20k 0.31
Illumina Inc Com Usd0.01 Com New (ILMN) 0.0 $6.0k 46.00 131.15
Fortive (FTV) 0.0 $5.9k 106.00 55.21
Schwab Us Dividend Equity Etf Us Lcap Gr Etf (SCHD) 0.0 $5.8k 213.00 27.43
Vanguard Large-cap Index Fund Small Cp Etf (VV) 0.0 $5.7k 18.00 314.78
Klaviyo Srs A Ord (KVYO) 0.0 $5.6k 173.00 32.47
Clearpoint Neuro (CLPT) 0.0 $5.5k 402.00 13.70
Morgan Stanley Com Usd0.01 Com Shs (MS) 0.0 $5.3k 30.00 177.53
TransDigm Group Incorporated (TDG) 0.0 $5.3k 4.00 1329.75
Archer Daniels Midland Company (ADM) 0.0 $5.2k 90.00 57.49
Phillips 66 (PSX) 0.0 $4.9k 38.00 129.34
Target Corporation (TGT) 0.0 $4.9k 50.00 97.76
Vistra Energy (VST) 0.0 $4.4k 27.00 161.33
Trane Technologies (TT) 0.0 $4.3k 11.00 389.18
Ge Healthcare Technologies Common Stock (GEHC) 0.0 $4.1k 50.00 82.02
Honeywell International Inc Com Usd1 Common Stock (HON) 0.0 $4.0k 21.00 192.86
Hims & Hers Heal (HIMS) 0.0 $4.0k 122.00 32.47
Comerica Incorporated 0.0 $3.9k 45.00 86.93
Imperial Oil Com Npv Isin #ca4530384086 Sedol #2454241 Com Par $.01 (IMO) 0.0 $3.9k 45.00 86.31
At&t (T) 0.0 $3.8k 155.00 24.84
Intercontinental Exchange (ICE) 0.0 $3.7k 23.00 161.96
Cheniere Energy Inc Com Usd0.003 Com New (LNG) 0.0 $3.5k 18.00 194.39
AutoZone (AZO) 0.0 $3.4k 1.00 3392.00
Southwest Airlines Ut Ser 1 (LUV) 0.0 $3.3k 81.00 41.33
Interactive Brokers (IBKR) 0.0 $3.3k 52.00 64.31
Docusign (DOCU) 0.0 $3.2k 47.00 68.40
Comcast Corp Cl A (CMCSA) 0.0 $3.0k 100.00 29.89
Enterprise Products Partners (EPD) 0.0 $2.9k 90.00 32.06
Community Bank System (CBU) 0.0 $2.9k 50.00 57.44
Solid Biosciences Com Shs (SLDB) 0.0 $2.8k 501.00 5.64
Hershey Company Com Usd1.00 Com Cl A (HSY) 0.0 $2.7k 15.00 182.00
Southern Copper Corporation (SCCO) 0.0 $2.7k 19.00 143.47
Newmont Mining Corporation (NEM) 0.0 $2.7k 27.00 99.85
BP Sponsored Adr (BP) 0.0 $2.6k 75.00 34.73
Caterpillar (CAT) 0.0 $2.3k 4.00 572.75
Westamerica Bancorp Emg Mkts Smcap (WABC) 0.0 $2.2k 45.00 47.82
Procter & Gamble Company (PG) 0.0 $2.1k 15.00 143.33
Lennar Corp Com Usd0.10 Class A SHS (LEN) 0.0 $2.1k 20.00 102.80
Southern Company (SO) 0.0 $2.0k 23.00 87.22
Ultragenyx Pharmaceutical (RARE) 0.0 $2.0k 86.00 23.00
Kinder Morgan Inc Com Usd0.01 Com Ser A (KMI) 0.0 $1.9k 69.00 27.49
Duke Energy Corp New Com New Isin #us26441c2044 Sedol #b7jzsk0 Com New (DUK) 0.0 $1.9k 16.00 117.19
American Electric Power Company (AEP) 0.0 $1.8k 16.00 115.31
Ralliant Corp Com Cl A (RAL) 0.0 $1.8k 35.00 50.91
Baker Hughes Company Cl A Cl A (BKR) 0.0 $1.7k 38.00 45.55
Chevron Corporation (CVX) 0.0 $1.7k 11.00 152.45
Sherwin-williams Cl A Sub Vtg Shs (SHW) 0.0 $1.6k 5.00 324.00
Pinnacle West Capital Corp Cl A (PNW) 0.0 $1.6k 18.00 88.72
Vontier Corporation (VNT) 0.0 $1.6k 42.00 37.19
Waste Management (WM) 0.0 $1.5k 7.00 219.71
Ferrari Nv Ord (RACE) 0.0 $1.5k 4.00 371.50
L3harris Technologies Com Stk (LHX) 0.0 $1.5k 5.00 293.60
Valero Energy Corp Coinshares Bitcn (VLO) 0.0 $1.5k 9.00 162.78
Charter Communications Inc New Cl A Cl A (CHTR) 0.0 $1.5k 7.00 208.71
Solventum Corp (SOLV) 0.0 $1.4k 18.00 79.22
Essential Utils (WTRG) 0.0 $1.4k 37.00 38.35
Service Corporation International (SCI) 0.0 $1.4k 18.00 77.94
Masco Corp Com Usd1.00 Cl A (MAS) 0.0 $1.4k 22.00 63.45
PPL Corporation (PPL) 0.0 $1.4k 39.00 35.03
Owens Corning (OC) 0.0 $1.3k 12.00 111.92
UnitedHealth (UNH) 0.0 $1.3k 4.00 330.00
Wabtec Corporation (WAB) 0.0 $1.3k 6.00 213.50
Evergy (EVRG) 0.0 $1.2k 17.00 72.47
Zoom Communications Inc Class A Common Common Stock (ZM) 0.0 $1.1k 13.00 86.31
Air Products & Chemicals (APD) 0.0 $988.000000 4.00 247.00
Unity Software (U) 0.0 $971.999600 22.00 44.18
Bank of America Corporation (BAC) 0.0 $825.000000 15.00 55.00
Robert Half Inc Com Usd0.001 Com Cl A (RHI) 0.0 $815.001000 30.00 27.17
NET Lease Office Properties (NLOP) 0.0 $747.999900 29.00 25.79
Wells Fargo *w Exp 99/99/999 (WFC) 0.0 $746.000000 8.00 93.25
Call Call Call Option 0.0 $550.000000 10.00 55.00
Lowe's Companies (LOW) 0.0 $482.000000 2.00 241.00
Vertex Pharmaceuticals Com Cl A (VRTX) 0.0 $453.000000 1.00 453.00
Linde (LIN) 0.0 $426.000000 1.00 426.00
Qualcomm (QCOM) 0.0 $342.000000 2.00 171.00
Millrose Pptys Inc Com Cl A Cl A (MRP) 0.0 $299.000000 10.00 29.90
ConocoPhillips (COP) 0.0 $281.000100 3.00 93.67
Fortinet (FTNT) 0.0 $237.999900 3.00 79.33
Union Pacific Corporation (UNP) 0.0 $231.000000 1.00 231.00
Boeing Company (BA) 0.0 $217.000000 1.00 217.00
T-mobile Us Sponsored Ads (TMUS) 0.0 $203.000000 1.00 203.00
Solstice Advanced Matls Com Shs (SOLS) 0.0 $194.000000 4.00 48.50
American Tower Reit (AMT) 0.0 $176.000000 1.00 176.00
Citigroup Com New (C) 0.0 $117.000000 1.00 117.00
Altria (MO) 0.0 $58.000000 1.00 58.00
Proshares Tr (SQQQ) 0.0 $0 0 0.00