Vanguard Index Fds S&p 500 Etf Equity
(VOO)
|
19.0 |
$25M |
|
76k |
328.29 |
Invesco Qqq Tr Unit Ser 1 Equity
(QQQ)
|
8.8 |
$12M |
|
43k |
267.25 |
Ishares Tr Core S&p U S Value Etf Equity
(IUSV)
|
6.1 |
$8.1M |
|
129k |
62.61 |
Ishares Tr Core S&p 500 Etf Equity
(IVV)
|
4.1 |
$5.4M |
|
15k |
358.64 |
Apple Equity
(AAPL)
|
3.8 |
$5.0M |
|
36k |
138.20 |
Ishares Tr Core U S Aggregate Bd Etf Equity
(AGG)
|
3.6 |
$4.7M |
|
49k |
96.35 |
Select Sector Spdr Tr Consumer Staples Equity
(XLP)
|
3.5 |
$4.6M |
|
68k |
66.73 |
Vanguard Index Fds Vanguard Total Stk Mkt Etf Equity
(VTI)
|
3.3 |
$4.3M |
|
24k |
179.48 |
Microsoft Corp Equity
(MSFT)
|
3.0 |
$3.9M |
|
17k |
232.92 |
Ishares Tr Core S&p Mid-cap Etf Equity
(IJH)
|
2.9 |
$3.8M |
|
17k |
219.26 |
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf Equity
(VWO)
|
2.2 |
$2.9M |
|
79k |
36.50 |
Home Depot Equity
(HD)
|
1.7 |
$2.3M |
|
8.3k |
276.00 |
Tesla Equity
(TSLA)
|
1.5 |
$2.0M |
|
7.6k |
265.30 |
Qualcomm Equity
(QCOM)
|
1.5 |
$2.0M |
|
17k |
112.98 |
Berkshire Hathaway Inc Del Cl B Equity
(BRK.B)
|
1.4 |
$1.9M |
|
7.1k |
267.04 |
Johnson & Johnson Equity
(JNJ)
|
1.4 |
$1.9M |
|
11k |
163.37 |
Mastercard Inc Cl A Equity
(MA)
|
1.4 |
$1.8M |
|
6.5k |
284.31 |
Danaher Corp Equity
(DHR)
|
1.4 |
$1.8M |
|
7.0k |
258.31 |
Alphabet Inc Cl A Equity
(GOOGL)
|
1.3 |
$1.7M |
|
18k |
95.67 |
Unitedhealth Group Equity
(UNH)
|
1.3 |
$1.7M |
|
3.4k |
504.98 |
Ishares Tr Russell 1000 Etf Equity
(IWB)
|
1.3 |
$1.7M |
|
8.4k |
197.35 |
Amazon Equity
(AMZN)
|
1.2 |
$1.6M |
|
14k |
113.01 |
Jpmorgan Chase & Co Equity
(JPM)
|
1.1 |
$1.5M |
|
14k |
104.48 |
Costco Wholesale Corp Equity
(COST)
|
1.1 |
$1.4M |
|
3.0k |
472.29 |
Bristol Myers Squibb Equity
(BMY)
|
1.0 |
$1.4M |
|
19k |
71.08 |
Pimco Dynamic Income Equity
(PDI)
|
1.0 |
$1.4M |
|
70k |
19.37 |
International Business Machs Corp Equity
(IBM)
|
0.8 |
$1.1M |
|
9.2k |
118.80 |
Bank Amer Corp Equity
(BAC)
|
0.8 |
$1.1M |
|
35k |
30.19 |
Invesco Exchange-traded Fd Tr S&p 500 Equal Weight Etf Equity
(RSP)
|
0.7 |
$984k |
|
7.7k |
127.25 |
M & T Bk Corp Equity
(MTB)
|
0.7 |
$939k |
|
5.3k |
176.37 |
Honeywell Intl Equity
(HON)
|
0.7 |
$880k |
|
5.3k |
166.92 |
American Express Equity
(AXP)
|
0.6 |
$845k |
|
6.3k |
134.92 |
Ishares Tr Core Msci Eafe Etf Equity
(IEFA)
|
0.6 |
$819k |
|
16k |
52.66 |
F N B Corp Pa Equity
(FNB)
|
0.6 |
$762k |
|
66k |
11.61 |
Nvidia Corp Equity
(NVDA)
|
0.6 |
$729k |
|
6.0k |
121.48 |
Disney Walt Co Disney Equity
(DIS)
|
0.5 |
$721k |
|
7.6k |
94.31 |
Spdr S&p 500 Etf Tr Tr Unit Equity
(SPY)
|
0.5 |
$711k |
|
2.0k |
357.29 |
Illinois Tool Wks Equity
(ITW)
|
0.5 |
$707k |
|
3.9k |
180.54 |
Marvell Technology Equity
(MRVL)
|
0.5 |
$700k |
|
16k |
42.89 |
Fifth Third Bancorp Equity
(FITB)
|
0.5 |
$673k |
|
21k |
31.97 |
Visa Inc Com Cl A Equity
(V)
|
0.5 |
$652k |
|
3.7k |
177.61 |
Palantir Technologies Inc Cl A Equity
(PLTR)
|
0.5 |
$632k |
|
78k |
8.13 |
Nike Inc Cl B Equity
(NKE)
|
0.5 |
$614k |
|
7.4k |
83.12 |
Markel Corp Equity
(MKL)
|
0.4 |
$532k |
|
491.00 |
1083.50 |
Meta Platforms Inc Cl A Equity
(META)
|
0.4 |
$528k |
|
3.9k |
135.70 |
Boeing Equity
(BA)
|
0.4 |
$528k |
|
4.4k |
120.99 |
Ishares Tr Russell 2000 Etf Equity
(IWM)
|
0.4 |
$503k |
|
3.1k |
164.92 |
Procter & Gamble Equity
(PG)
|
0.4 |
$466k |
|
3.7k |
126.36 |
Ecolab Equity
(ECL)
|
0.3 |
$450k |
|
3.1k |
144.37 |
Spdr Dow Jones Indl Average Etf Tr Unit Ser 1 Equity
(DIA)
|
0.3 |
$437k |
|
1.5k |
287.31 |
Alphabet Inc Cap Stk Cl C Equity
(GOOG)
|
0.3 |
$434k |
|
4.5k |
96.23 |
Biontech Se Ads Isin#us09075v1026 Equity
(BNTX)
|
0.3 |
$433k |
|
3.2k |
134.85 |
Berkshire Hathaway Inc Del Cl A Equity
(BRK.A)
|
0.3 |
$406k |
|
1.00 |
406000.00 |
First Tr Exchange-traded Fd Viii Tcw Opportunistic Fxd Equity
(FIXD)
|
0.3 |
$392k |
|
9.0k |
43.51 |
Merck & Co Equity
(MRK)
|
0.3 |
$382k |
|
4.4k |
86.19 |
Northrop Grumman Corp Equity
(NOC)
|
0.3 |
$379k |
|
807.00 |
469.64 |
Ishares Tr Msci Eafe Etf Equity
(EFA)
|
0.3 |
$376k |
|
6.7k |
55.99 |
Pfizer Equity
(PFE)
|
0.3 |
$363k |
|
8.3k |
43.80 |
Amgen Equity
(AMGN)
|
0.3 |
$363k |
|
1.6k |
225.61 |
Abbvie Equity
(ABBV)
|
0.3 |
$362k |
|
2.7k |
134.17 |
Comcast Corp New Cl A Equity
(CMCSA)
|
0.3 |
$361k |
|
12k |
29.34 |
Coca Cola Equity
(KO)
|
0.3 |
$359k |
|
6.4k |
55.95 |
Blackrock Equity
(BLK)
|
0.3 |
$358k |
|
650.00 |
550.77 |
Public Svc Enterprise Group Equity
(PEG)
|
0.2 |
$326k |
|
5.8k |
56.24 |
General Elec Equity
(GE)
|
0.2 |
$306k |
|
4.9k |
61.93 |
Nextera Energy Equity
(NEE)
|
0.2 |
$285k |
|
3.6k |
78.45 |
Guggenheim Strategic Opportunities Fd Com Shs Of Ben Int Equity
(GOF)
|
0.2 |
$268k |
|
17k |
15.38 |
Cisco Sys Equity
(CSCO)
|
0.2 |
$264k |
|
6.6k |
39.95 |
Valero Energy Corp Equity
(VLO)
|
0.2 |
$260k |
|
2.4k |
106.82 |
Intel Corp Equity
(INTC)
|
0.2 |
$250k |
|
9.7k |
25.79 |
Pimco Mun Income Fd Iii Equity
(PMX)
|
0.2 |
$249k |
|
32k |
7.70 |
Ceva Equity
(CEVA)
|
0.2 |
$246k |
|
9.4k |
26.21 |
Verizon Communications Equity
(VZ)
|
0.2 |
$244k |
|
6.4k |
37.91 |
Pimco Mun Income Fd Ii Equity
(PML)
|
0.2 |
$243k |
|
26k |
9.53 |
Marriott Intl Inc New Cl A Equity
(MAR)
|
0.2 |
$238k |
|
1.7k |
140.25 |
Goldman Sachs Group Equity
(GS)
|
0.2 |
$228k |
|
779.00 |
292.68 |
Occidental Pete Corp Equity
(OXY)
|
0.2 |
$223k |
|
3.6k |
61.38 |
Oracle Corp Equity
(ORCL)
|
0.2 |
$212k |
|
3.5k |
61.01 |
Crowdstrike Hldgs Inc Cl A Equity
(CRWD)
|
0.2 |
$204k |
|
1.2k |
164.92 |
Eaton Vance Tax-managed Global Diversified Equity Income Equity
(EXG)
|
0.1 |
$116k |
|
16k |
7.27 |
Globalstar Equity
(GSAT)
|
0.1 |
$80k |
|
50k |
1.60 |