Patten & Patten

Patten & Patten as of March 31, 2024

Portfolio Holdings for Patten & Patten

Patten & Patten holds 308 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.5 $134M 779k 171.48
Microsoft Corporation (MSFT) 4.9 $68M 162k 420.72
Westrock (WRK) 2.8 $39M 791k 49.45
Abbvie (ABBV) 2.5 $35M 192k 182.10
Ishares Tr Global Tech Etf (IXN) 2.5 $35M 461k 74.81
Alphabet Cap Stk Cl A (GOOGL) 2.3 $33M 217k 150.93
Progressive Corporation (PGR) 2.3 $33M 157k 206.82
Visa Com Cl A (V) 2.2 $31M 111k 279.08
ConocoPhillips (COP) 2.1 $29M 228k 127.28
JPMorgan Chase & Co. (JPM) 2.0 $28M 139k 200.30
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.7 $23M 402k 57.86
Lincoln Electric Holdings (LECO) 1.6 $22M 87k 255.44
Tractor Supply Company (TSCO) 1.5 $21M 79k 261.72
Costco Wholesale Corporation (COST) 1.4 $20M 27k 732.64
UnitedHealth (UNH) 1.4 $20M 40k 494.69
Abbott Laboratories (ABT) 1.4 $19M 169k 113.66
A. O. Smith Corporation (AOS) 1.3 $19M 211k 89.46
Louisiana-Pacific Corporation (LPX) 1.3 $19M 223k 83.91
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 1.2 $17M 336k 50.35
Merck & Co (MRK) 1.2 $17M 128k 131.95
TJX Companies (TJX) 1.1 $16M 156k 101.42
Johnson & Johnson (JNJ) 1.1 $16M 100k 158.19
Raytheon Technologies Corp (RTX) 1.1 $16M 160k 97.53
Edwards Lifesciences (EW) 1.1 $15M 157k 95.56
Wal-Mart Stores (WMT) 1.0 $14M 236k 60.17
Adobe Systems Incorporated (ADBE) 1.0 $14M 28k 504.60
Pulte (PHM) 1.0 $14M 115k 120.62
Alphabet Cap Stk Cl C (GOOG) 1.0 $14M 91k 152.26
Coca-Cola Company (KO) 1.0 $14M 226k 61.18
Qualcomm (QCOM) 0.9 $13M 77k 169.30
Eli Lilly & Co. (LLY) 0.9 $13M 17k 777.95
Intuit (INTU) 0.9 $13M 20k 650.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $12M 24k 523.06
Nextera Energy (NEE) 0.9 $12M 192k 63.91
Exxon Mobil Corporation (XOM) 0.9 $12M 106k 116.24
Ishares Tr U.s. Finls Etf (IYF) 0.9 $12M 128k 95.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $12M 149k 77.31
Canadian Natl Ry (CNI) 0.8 $12M 87k 131.71
Home Depot (HD) 0.8 $11M 28k 383.60
Cisco Systems (CSCO) 0.8 $11M 216k 49.91
Advanced Micro Devices (AMD) 0.8 $11M 59k 180.49
Pepsi (PEP) 0.8 $11M 61k 175.01
Texas Instruments Incorporated (TXN) 0.7 $10M 58k 174.21
Paypal Holdings (PYPL) 0.7 $10M 151k 66.99
Constellation Brands Cl A (STZ) 0.7 $9.9M 36k 271.76
Chevron Corporation (CVX) 0.7 $9.7M 61k 157.74
Ishares Tr S&p 100 Etf (OEF) 0.7 $9.5M 38k 247.41
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.7 $9.4M 168k 55.97
Ingevity (NGVT) 0.7 $9.2M 193k 47.70
Honeywell International (HON) 0.6 $9.1M 44k 205.25
Hilton Worldwide Holdings (HLT) 0.6 $8.2M 38k 213.31
Weyerhaeuser Co Mtn Be Com New (WY) 0.5 $6.9M 193k 35.91
O'reilly Automotive (ORLY) 0.5 $6.9M 6.1k 1128.88
Dex (DXCM) 0.5 $6.7M 48k 138.70
Nike CL B (NKE) 0.5 $6.6M 71k 93.98
Duke Energy Corp Com New (DUK) 0.5 $6.5M 67k 96.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $6.5M 14k 480.69
Lowe's Companies (LOW) 0.4 $6.2M 25k 254.73
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $6.1M 42k 147.73
Amazon (AMZN) 0.4 $5.6M 31k 180.38
Intel Corporation (INTC) 0.4 $5.4M 123k 44.17
Norfolk Southern (NSC) 0.4 $5.4M 21k 254.87
Truist Financial Corp equities (TFC) 0.4 $5.3M 136k 38.98
Freeport-mcmoran CL B (FCX) 0.4 $5.2M 111k 47.02
Select Sector Spdr Tr Technology (XLK) 0.4 $5.0M 24k 208.27
Procter & Gamble Company (PG) 0.4 $5.0M 31k 162.25
Comcast Corp Cl A (CMCSA) 0.3 $4.9M 113k 43.35
Bristol Myers Squibb (BMY) 0.3 $4.8M 89k 54.23
Hca Holdings (HCA) 0.3 $4.6M 14k 333.52
Digital Realty Trust (DLR) 0.3 $4.2M 29k 144.04
Bank of America Corporation (BAC) 0.3 $4.1M 108k 37.92
Lululemon Athletica (LULU) 0.3 $4.1M 10k 390.65
Ecolab (ECL) 0.3 $4.0M 17k 230.90
Ssga Active Tr Spdr Nuveen Mun (MBND) 0.3 $3.9M 141k 27.53
Citigroup Com New (C) 0.3 $3.6M 57k 63.24
NVIDIA Corporation (NVDA) 0.3 $3.5M 3.9k 903.58
Morgan Stanley Com New (MS) 0.2 $3.5M 37k 94.16
Novartis Sponsored Adr (NVS) 0.2 $3.4M 36k 96.73
Prologis (PLD) 0.2 $3.4M 26k 130.22
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $3.4M 6.5k 522.88
Phillips 66 (PSX) 0.2 $3.4M 21k 163.34
Mastercard Incorporated Cl A (MA) 0.2 $3.4M 7.0k 481.57
Walt Disney Company (DIS) 0.2 $3.2M 26k 122.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $3.2M 7.6k 420.52
Mobileye Global Common Class A (MBLY) 0.2 $3.2M 99k 32.15
FedEx Corporation (FDX) 0.2 $3.0M 10k 289.74
Spdr Ser Tr S&p Regl Bkg (KRE) 0.2 $2.9M 58k 50.28
Charles Schwab Corporation (SCHW) 0.2 $2.9M 40k 72.34
Vulcan Materials Company (VMC) 0.2 $2.9M 11k 272.92
Zoetis Cl A (ZTS) 0.2 $2.8M 16k 169.21
American Water Works (AWK) 0.2 $2.8M 23k 122.21
Pinnacle Financial Partners (PNFP) 0.2 $2.7M 32k 85.88
Republic Services (RSG) 0.2 $2.7M 14k 191.44
Select Sector Spdr Tr Indl (XLI) 0.2 $2.7M 22k 125.96
Dolby Laboratories Com Cl A (DLB) 0.2 $2.7M 32k 83.77
Delta Air Lines Inc Del Com New (DAL) 0.2 $2.7M 56k 47.87
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $2.7M 33k 81.78
Pioneer Natural Resources 0.2 $2.7M 10k 262.50
Eaton Corp SHS (ETN) 0.2 $2.6M 8.3k 312.68
McDonald's Corporation (MCD) 0.2 $2.6M 9.1k 281.94
Ishares Tr Russell 2000 Etf (IWM) 0.2 $2.5M 12k 210.31
Broadcom (AVGO) 0.2 $2.5M 1.9k 1325.41
3M Company (MMM) 0.2 $2.5M 24k 106.07
Boeing Company (BA) 0.2 $2.5M 13k 192.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $2.5M 15k 169.37
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.2 $2.5M 26k 94.86
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $2.5M 11k 224.99
Linde SHS (LIN) 0.2 $2.5M 5.3k 464.32
Applied Materials (AMAT) 0.2 $2.4M 12k 206.23
General Electric Com New (GE) 0.2 $2.3M 13k 175.53
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $2.3M 22k 104.73
Xylem (XYL) 0.2 $2.3M 18k 129.24
Verizon Communications (VZ) 0.2 $2.3M 54k 41.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.1M 4.8k 444.01
Planet Fitness Cl A (PLNT) 0.1 $2.0M 33k 62.63
Ishares Tr Core S&p500 Etf (IVV) 0.1 $2.0M 3.8k 525.76
Select Sector Spdr Tr Energy (XLE) 0.1 $2.0M 21k 94.41
Select Sector Spdr Tr Communication (XLC) 0.1 $2.0M 24k 81.66
Pfizer (PFE) 0.1 $2.0M 71k 27.75
Becton, Dickinson and (BDX) 0.1 $1.9M 7.9k 247.45
Regions Financial Corporation (RF) 0.1 $1.9M 89k 21.04
Generac Holdings (GNRC) 0.1 $1.9M 15k 126.14
Prudential Financial (PRU) 0.1 $1.9M 16k 117.40
American Tower Reit (AMT) 0.1 $1.8M 9.2k 197.58
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.8M 27k 65.65
Target Corporation (TGT) 0.1 $1.7M 9.8k 177.21
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.7M 4.9k 344.20
Dow (DOW) 0.1 $1.7M 29k 57.93
Kimberly-Clark Corporation (KMB) 0.1 $1.7M 13k 129.35
Union Pacific Corporation (UNP) 0.1 $1.6M 6.6k 245.94
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $1.6M 34k 47.46
Goldman Sachs (GS) 0.1 $1.6M 3.9k 417.73
Southern Company (SO) 0.1 $1.6M 22k 71.74
Marriott Intl Cl A (MAR) 0.1 $1.6M 6.3k 252.31
Northrop Grumman Corporation (NOC) 0.1 $1.5M 3.2k 478.66
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $1.5M 23k 66.30
American Express Company (AXP) 0.1 $1.5M 6.5k 227.69
General Motors Company (GM) 0.1 $1.5M 32k 45.35
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $1.5M 33k 44.40
Kroger (KR) 0.1 $1.4M 25k 57.13
Automatic Data Processing (ADP) 0.1 $1.4M 5.7k 249.74
Caterpillar (CAT) 0.1 $1.4M 3.9k 366.40
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.4M 10k 135.06
Emerson Electric (EMR) 0.1 $1.4M 12k 113.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.4M 33k 41.08
Hologic (HOLX) 0.1 $1.3M 17k 77.96
Select Sector Spdr Tr Financial (XLF) 0.1 $1.3M 31k 42.12
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.3M 41k 32.23
Ashland (ASH) 0.1 $1.3M 13k 97.37
EXACT Sciences Corporation (EXAS) 0.1 $1.3M 19k 69.06
International Business Machines (IBM) 0.1 $1.3M 6.6k 190.95
Ishares Tr National Mun Etf (MUB) 0.1 $1.2M 11k 107.60
Ishares Tr U.s. Pharma Etf (IHE) 0.1 $1.1M 17k 67.89
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.1M 6.3k 182.60
Oracle Corporation (ORCL) 0.1 $1.1M 9.0k 125.61
Netflix (NFLX) 0.1 $1.1M 1.8k 607.21
Carrier Global Corporation (CARR) 0.1 $1.1M 19k 58.13
Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) 0.1 $1.0M 22k 46.56
Moderna (MRNA) 0.1 $1.0M 9.5k 106.56
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $1.0M 15k 65.87
Lockheed Martin Corporation (LMT) 0.1 $984k 2.2k 454.81
Metropcs Communications (TMUS) 0.1 $966k 5.9k 163.22
Walgreen Boots Alliance (WBA) 0.1 $951k 44k 21.69
Ishares Tr Select Divid Etf (DVY) 0.1 $948k 7.7k 123.18
Meta Platforms Cl A (META) 0.1 $947k 2.0k 485.63
Electronic Arts (EA) 0.1 $893k 6.7k 132.67
Deere & Company (DE) 0.1 $886k 2.2k 410.74
Spdr Gold Tr Gold Shs (GLD) 0.1 $884k 4.3k 205.72
Amgen (AMGN) 0.1 $883k 3.1k 284.35
General Mills (GIS) 0.1 $875k 13k 69.97
CoStar (CSGP) 0.1 $875k 9.1k 96.60
Masco Corporation (MAS) 0.1 $838k 11k 78.88
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $830k 35k 23.77
Pimco Etf Tr Ultra Short Govt (BILZ) 0.1 $806k 8.0k 101.15
Tesla Motors (TSLA) 0.1 $803k 4.6k 175.79
Williams-Sonoma (WSM) 0.1 $796k 2.5k 317.59
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $794k 16k 49.24
Vanguard World Energy Etf (VDE) 0.1 $783k 5.9k 131.70
Philip Morris International (PM) 0.1 $765k 8.4k 91.62
Unum (UNM) 0.1 $762k 14k 53.66
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $759k 13k 60.74
Docusign (DOCU) 0.1 $747k 13k 59.55
Colgate-Palmolive Company (CL) 0.1 $745k 8.3k 90.05
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $739k 9.2k 80.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $727k 2.8k 259.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $727k 17k 41.77
Ishares Tr Core High Dv Etf (HDV) 0.1 $717k 6.5k 110.20
Air Products & Chemicals (APD) 0.1 $712k 2.9k 242.27
CVS Caremark Corporation (CVS) 0.1 $712k 8.9k 79.76
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $707k 7.5k 94.66
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $703k 7.2k 97.94
Dover Corporation (DOV) 0.0 $701k 4.0k 177.19
Vanguard World Inf Tech Etf (VGT) 0.0 $690k 1.3k 524.34
Mohawk Industries (MHK) 0.0 $689k 5.3k 130.89
Ishares Tr Us Consum Discre (IYC) 0.0 $688k 8.4k 81.97
SEI Investments Company (SEIC) 0.0 $683k 9.5k 71.90
Medtronic SHS (MDT) 0.0 $648k 7.4k 87.15
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $643k 1.9k 337.05
Rbc Cad (RY) 0.0 $639k 6.3k 100.88
Altria (MO) 0.0 $624k 14k 43.62
Mondelez Intl Cl A (MDLZ) 0.0 $618k 8.8k 70.00
Dell Technologies CL C (DELL) 0.0 $615k 5.4k 114.11
Imperial Oil Com New (IMO) 0.0 $605k 8.8k 69.13
Spdr Ser Tr S&p Biotech (XBI) 0.0 $602k 6.3k 94.89
Dominion Resources (D) 0.0 $591k 12k 49.19
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $586k 16k 36.54
Corning Incorporated (GLW) 0.0 $573k 17k 32.96
Dollar General (DG) 0.0 $568k 3.6k 156.07
Starbucks Corporation (SBUX) 0.0 $560k 6.1k 91.39
Texas Pacific Land Corp (TPL) 0.0 $555k 959.00 578.47
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $547k 20k 28.04
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $529k 5.8k 90.91
BP Sponsored Adr (BP) 0.0 $522k 14k 37.68
Paychex (PAYX) 0.0 $512k 4.2k 122.80
American Intl Group Com New (AIG) 0.0 $503k 6.4k 78.17
Enterprise Products Partners (EPD) 0.0 $502k 17k 29.18
Xpo Logistics Inc equity (XPO) 0.0 $500k 4.1k 122.03
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $488k 4.2k 117.21
United Parcel Service CL B (UPS) 0.0 $480k 3.2k 148.64
Williams Companies (WMB) 0.0 $473k 12k 38.97
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $470k 7.6k 62.06
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $469k 9.3k 50.45
Vanguard World Health Car Etf (VHT) 0.0 $466k 1.7k 270.47
Regeneron Pharmaceuticals (REGN) 0.0 $454k 472.00 962.49
General Dynamics Corporation (GD) 0.0 $451k 1.6k 282.49
Nucor Corporation (NUE) 0.0 $448k 2.3k 197.90
AFLAC Incorporated (AFL) 0.0 $428k 5.0k 85.86
Shell Spon Ads (SHEL) 0.0 $424k 6.3k 67.04
Royal Caribbean Cruises (RCL) 0.0 $418k 3.0k 139.01
Ishares Tr Msci India Etf (INDA) 0.0 $408k 7.9k 51.59
Enbridge (ENB) 0.0 $402k 11k 36.18
Crown Castle Intl (CCI) 0.0 $390k 3.7k 105.83
Park Hotels & Resorts Inc-wi (PK) 0.0 $389k 22k 17.49
Ishares Tr Us Regnl Bks Etf (IAT) 0.0 $388k 8.9k 43.38
Aurinia Pharmaceuticals (AUPH) 0.0 $386k 77k 5.01
Otis Worldwide Corp (OTIS) 0.0 $382k 3.8k 99.27
Ishares Tr Us Trsprtion (IYT) 0.0 $380k 5.4k 70.40
Ishares Gold Tr Ishares New (IAU) 0.0 $379k 9.0k 42.01
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $378k 5.6k 67.39
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $375k 2.4k 158.79
Hewlett Packard Enterprise (HPE) 0.0 $364k 21k 17.73
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $359k 3.8k 94.62
Wells Fargo & Company (WFC) 0.0 $359k 6.2k 57.96
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $354k 891.00 397.76
Constellation Energy (CEG) 0.0 $345k 1.9k 184.85
Blackstone Group Inc Com Cl A (BX) 0.0 $343k 2.6k 131.37
Thermo Fisher Scientific (TMO) 0.0 $330k 568.00 581.21
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $326k 1.2k 270.80
Vanguard Index Fds Value Etf (VTV) 0.0 $326k 2.0k 162.86
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $326k 2.5k 131.24
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $326k 2.9k 110.51
Analog Devices (ADI) 0.0 $323k 1.6k 197.79
Kinder Morgan (KMI) 0.0 $319k 17k 18.34
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $314k 6.4k 49.05
S&p Global (SPGI) 0.0 $312k 733.00 425.45
Cabot Corporation (CBT) 0.0 $312k 3.4k 92.20
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $309k 5.3k 58.59
ResMed (RMD) 0.0 $300k 1.5k 198.03
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $300k 3.3k 90.44
Valero Energy Corporation (VLO) 0.0 $299k 1.8k 170.72
Ishares Tr Us Aer Def Etf (ITA) 0.0 $296k 2.2k 131.93
Digital World Acquisition Co Class A (DJT) 0.0 $291k 4.7k 61.96
At&t (T) 0.0 $287k 16k 17.60
Dupont De Nemours (DD) 0.0 $285k 3.7k 76.68
Caci Intl Cl A (CACI) 0.0 $284k 750.00 378.83
Sempra Energy (SRE) 0.0 $278k 3.9k 71.84
PPG Industries (PPG) 0.0 $277k 1.9k 144.90
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $269k 3.2k 83.58
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $262k 5.9k 44.49
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $262k 6.7k 39.02
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $259k 5.7k 45.61
Vaneck Etf Trust Oil Services Etf (OIH) 0.0 $259k 770.00 336.33
Novo-nordisk A S Adr (NVO) 0.0 $258k 2.0k 128.40
CSX Corporation (CSX) 0.0 $258k 7.0k 37.07
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $253k 455.00 556.40
Sanofi Sponsored Adr (SNY) 0.0 $253k 5.2k 48.60
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $252k 4.1k 61.05
Atmos Energy Corporation (ATO) 0.0 $250k 2.1k 118.88
Travelers Companies (TRV) 0.0 $245k 1.1k 230.20
Spirit Airlines (SAVEQ) 0.0 $244k 51k 4.84
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $240k 1.3k 179.12
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $237k 3.8k 61.90
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $235k 2.8k 84.44
Ishares Tr Short Treas Bd (SHV) 0.0 $235k 2.1k 110.54
Vanguard World Industrial Etf (VIS) 0.0 $233k 955.00 244.15
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $229k 1.9k 120.99
Bank Of Montreal Cadcom (BMO) 0.0 $227k 2.3k 97.68
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $227k 1.0k 225.92
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $226k 3.4k 66.57
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $224k 1.2k 186.81
Yum! Brands (YUM) 0.0 $221k 1.6k 138.65
Waste Management (WM) 0.0 $211k 991.00 213.15
BlackRock 0.0 $210k 252.00 833.70
Exelon Corporation (EXC) 0.0 $208k 5.5k 37.57
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $208k 6.5k 31.81
United Cmnty Bks Ga Cap Stk (UCB) 0.0 $208k 7.9k 26.32
Warner Bros Discovery Com Ser A (WBD) 0.0 $207k 24k 8.73
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.0 $206k 3.3k 63.17
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $206k 1.3k 155.91
Ishares Tr Us Consm Staples (IYK) 0.0 $206k 3.0k 67.63
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $204k 3.6k 57.03
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $204k 1.8k 115.30
Huntington Bancshares Incorporated (HBAN) 0.0 $169k 12k 13.95
Graftech International (EAF) 0.0 $138k 100k 1.38
Nokia Corp Sponsored Adr (NOK) 0.0 $117k 33k 3.54
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $107k 10k 10.69
Dixie Group Cl A (DXYN) 0.0 $19k 33k 0.57
American Lithium Corp Com New (AMLIF) 0.0 $7.3k 11k 0.68